Ameliora Wealth Management Ltd. Diversified Active

CIK: 0001910168 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 15, 2025

Total Value ($000): $265,850 (100.0% shares, 0.0% debt)

Holdings (238)

IGEB ISHARES TR 8.8%
Value ($000) $23,475 Shares 521,558 Est. Cost $45.45 Unrealized
AGG ISHARES TR 8.3%
Value ($000) $22,017 Shares 222,572 Est. Cost $99.48 Unrealized
FLRN SPDR SER TR 7.1%
Value ($000) $18,906 Shares 613,445 Est. Cost $30.55 Unrealized
IGIB ISHARES TR 6.8%
Value ($000) $18,076 Shares 344,179 Est. Cost $52.19 Unrealized
TMUS T-MOBILE US INC 6.0%
Value ($000) $16,003 Shares 60,000 Est. Cost $135.67 Unrealized +79.1%
SGOL ETFS GOLD TR 4.8%
Value ($000) $12,883 Shares 432,027 Est. Cost $18.52 Unrealized
IVV ISHARES TR 3.8%
Value ($000) $10,136 Shares 18,038 Est. Cost $532.55 Unrealized
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $6,883 Shares 12,305 Est. Cost $515.49 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $6,859 Shares 30,877 Est. Cost $167.64 Unrealized +37.7%
IWY ISHARES TR 2.2%
Value ($000) $5,753 Shares 27,273 Est. Cost $169.94 Unrealized
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $5,647 Shares 23,021 Est. Cost $126.96 Unrealized +97.6%
QQQ INVESCO QQQ TR 2.0%
Value ($000) $5,264 Shares 11,226 Est. Cost $406.87 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $5,255 Shares 13,999 Est. Cost $279.17 Unrealized +45.1%
V VISA INC 2.0%
Value ($000) $5,198 Shares 14,831 Est. Cost $215.53 Unrealized +56.0%
INDA ISHARES TR 1.8%
Value ($000) $4,748 Shares 92,249 Est. Cost $50.05 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $4,410 Shares 40,688 Est. Cost $122.30 Unrealized +3.6%
DBJP DBX ETF TR 1.6%
Value ($000) $4,308 Shares 57,991 Est. Cost $58.81 Unrealized
WM WASTE MGMT INC DEL 1.4%
Value ($000) $3,750 Shares 16,197 Est. Cost $201.28 Unrealized +8.5%
LLY ELI LILLY & CO 1.4%
Value ($000) $3,716 Shares 4,499 Est. Cost $679.48 Unrealized +21.7%
AVGO BROADCOM INC 1.4%
Value ($000) $3,666 Shares 21,895 Est. Cost $158.02 Unrealized +32.8%
WMT WALMART INC 1.4%
Value ($000) $3,627 Shares 41,316 Est. Cost $52.92 Unrealized +75.6%
GRID FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $3,551 Shares 31,391 Est. Cost $116.00 Unrealized
APO APOLLO GLOBAL MGMT INC 1.2%
Value ($000) $3,206 Shares 23,410 Est. Cost $107.93 Unrealized +40.7%
GOOGL ALPHABET INC 1.2%
Value ($000) $3,193 Shares 20,647 Est. Cost $109.85 Unrealized +64.5%
XLE SELECT SECTOR SPDR TR 1.1%
Value ($000) $3,056 Shares 32,697 Est. Cost $82.57 Unrealized
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $2,600 Shares 4,964 Est. Cost $497.54 Unrealized +0.4%
C CITIGROUP INC 0.9%
Value ($000) $2,314 Shares 32,590 Est. Cost $64.67 Unrealized +15.3%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $2,310 Shares 4,215 Est. Cost $325.17 Unrealized +66.7%
NEAR ISHARES U S ETF TR 0.9%
Value ($000) $2,304 Shares 45,287 Est. Cost $49.18 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,277 Shares 2,408 Est. Cost $500.26 Unrealized +94.0%
VGK VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,191 Shares 31,212 Est. Cost $66.26 Unrealized
REGN REGENERON PHARMACEUTICALS 0.8%
Value ($000) $2,028 Shares 3,197 Est. Cost $710.66 Unrealized -3.7%
AMZN AMAZON COM INC 0.7%
Value ($000) $1,932 Shares 10,152 Est. Cost $153.12 Unrealized +41.7%
TJX TJX COS INC NEW 0.7%
Value ($000) $1,848 Shares 15,176 Est. Cost $83.16 Unrealized +44.4%
GOOG ALPHABET INC 0.6%
Value ($000) $1,698 Shares 10,870 Est. Cost $113.12 Unrealized +61.3%
BIL SPDR SER TR 0.6%
Value ($000) $1,483 Shares 16,163 Est. Cost $91.47 Unrealized
EWL ISHARES INC 0.5%
Value ($000) $1,213 Shares 23,423 Est. Cost $47.27 Unrealized
ULST SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,129 Shares 27,767 Est. Cost $39.87 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $1,125 Shares 19,285 Est. Cost $62.31 Unrealized
IYC ISHARES TR 0.4%
Value ($000) $972 Shares 11,000 Est. Cost $96.14 Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $962 Shares 5,640 Est. Cost $168.54 Unrealized +9.7%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $929 Shares 1,807 Est. Cost $500.54 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $912 Shares 1,583 Est. Cost $471.23 Unrealized +36.5%
EAGG ISHARES TR 0.3%
Value ($000) $855 Shares 18,000 Est. Cost $19.23 Unrealized
TQQQ PROSHARES TR 0.3%
Value ($000) $848 Shares 14,795 Est. Cost $64.59 Unrealized
PWR QUANTA SVCS INC 0.3%
Value ($000) $829 Shares 3,262 Est. Cost $159.65 Unrealized +80.8%
OEF ISHARES TR 0.3%
Value ($000) $771 Shares 2,845 Est. Cost $283.83 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $725 Shares 5,186 Est. Cost $104.16 Unrealized +51.9%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $704 Shares 1,386 Est. Cost $399.32 Unrealized +27.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $698 Shares 1,310 Est. Cost $434.96 Unrealized +11.8%
BA BOEING CO 0.3%
Value ($000) $682 Shares 4,000 Est. Cost $199.49 Unrealized -13.2%
IAU ISHARES GOLD TR 0.2%
Value ($000) $661 Shares 12,500 Est. Cost $49.51 Unrealized
MET METLIFE INC 0.2%
Value ($000) $653 Shares 8,131 Est. Cost $56.99 Unrealized +42.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $643 Shares 5,409 Est. Cost $99.79 Unrealized +7.4%
ITA ISHARES TR 0.2%
Value ($000) $629 Shares 4,110 Est. Cost $145.35 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $596 Shares 3,443 Est. Cost $144.52 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $593 Shares 11,620 Est. Cost $50.15 Unrealized
SYLD CAMBRIA ETF TR 0.2%
Value ($000) $557 Shares 8,723 Est. Cost $59.27 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $534 Shares 2,291 Est. Cost $196.86 Unrealized +23.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $524 Shares 1,818 Est. Cost $238.32 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $498 Shares 10,000 Est. Cost $48.33 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $490 Shares 525 Est. Cost $77.14 Unrealized +23.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $474 Shares 4,800 Est. Cost $101.66 Unrealized +4.6%
SHY ISHARES TR 0.2%
Value ($000) $429 Shares 5,180 Est. Cost $81.20 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $419 Shares 8,000 Est. Cost $49.52 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $411 Shares 8,790 Est. Cost $47.02 Unrealized
HEFA ISHARES TR 0.2%
Value ($000) $410 Shares 11,311 Est. Cost $29.81 Unrealized
EWJ ISHARES INC 0.2%
Value ($000) $405 Shares 5,900 Est. Cost $69.26 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $402 Shares 3,119 Est. Cost $111.63 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $386 Shares 4,727 Est. Cost $83.75 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $382 Shares 6,360 Est. Cost $59.55 Unrealized
HZO MARINEMAX INC 0.1%
Value ($000) $378 Shares 17,600 Est. Cost $30.71 Unrealized -13.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $369 Shares 5,200 Est. Cost $77.12 Unrealized -11.0%
HD HOME DEPOT INC 0.1%
Value ($000) $361 Shares 986 Est. Cost $274.22 Unrealized +38.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $343 Shares 2,050 Est. Cost $135.93 Unrealized +10.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $340 Shares 2,050 Est. Cost $119.27 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $329 Shares 7,892 Est. Cost $42.51 Unrealized +2.6%
GE GE AEROSPACE 0.1%
Value ($000) $313 Shares 1,562 Est. Cost $156.67 Unrealized +24.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $308 Shares 4,294 Est. Cost $45.88 Unrealized +60.6%
USB US BANCORP DEL 0.1%
Value ($000) $289 Shares 6,840 Est. Cost $39.02 Unrealized +13.3%
IRM IRON MTN INC DEL 0.1%
Value ($000) $288 Shares 3,350 Est. Cost $91.70 Unrealized +1.6%
HACK AMPLIFY ETF TR 0.1%
Value ($000) $287 Shares 4,000 Est. Cost $74.49 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $281 Shares 1,750 Est. Cost $155.91 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $278 Shares 8,970 Est. Cost $30.99 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $278 Shares 558 Est. Cost $560.04 Unrealized -3.6%
EWZ ISHARES INC 0.1%
Value ($000) $276 Shares 10,690 Est. Cost $23.98 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $264 Shares 750 Est. Cost $192.90 Unrealized +97.5%
FTNT FORTINET INC 0.1%
Value ($000) $261 Shares 2,710 Est. Cost $88.94 Unrealized +14.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $261 Shares 1,400 Est. Cost $191.88 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $249 Shares 2,425 Est. Cost $107.93 Unrealized +3.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $249 Shares 1,460 Est. Cost $153.52 Unrealized +6.8%
PEP PEPSICO INC 0.1%
Value ($000) $242 Shares 1,614 Est. Cost $156.27 Unrealized -8.2%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $226 Shares 5,000 Est. Cost $41.77 Unrealized
YLDE LEGG MASON ETF INVT 0.1%
Value ($000) $208 Shares 4,017 Est. Cost $12.51 Unrealized
ZS ZSCALER INC 0.1%
Value ($000) $206 Shares 1,036 Est. Cost $193.56 Unrealized +2.9%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $201 Shares 1,200 Est. Cost $120.75 Unrealized +26.9%
TSLA TESLA INC 0.1%
Value ($000) $199 Shares 768 Est. Cost $294.66 Unrealized +13.1%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $193 Shares 99 Est. Cost $1947.25 Unrealized +1.9%
DSTL ETF SER SOLUTIONS 0.1%
Value ($000) $192 Shares 3,532 Est. Cost $38.97 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $187 Shares 7,205 Est. Cost $23.21 Unrealized +15.2%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $187 Shares 3,430 Est. Cost $48.66 Unrealized
AQLT ISHARES TR 0.1%
Value ($000) $177 Shares 7,570 Est. Cost $23.38 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $177 Shares 1,150 Est. Cost $159.52 Unrealized +0.1%
ECL ECOLAB INC 0.1%
Value ($000) $175 Shares 700 Est. Cost $245.53 Unrealized +1.7%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $175 Shares 2,011 Est. Cost $69.93 Unrealized +36.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $173 Shares 350 Est. Cost $518.23 Unrealized +6.7%
INTC INTEL CORP 0.1%
Value ($000) $166 Shares 7,300 Est. Cost $22.54 Unrealized -2.9%
LQD ISHARES TR 0.1%
Value ($000) $160 Shares 1,475 Est. Cost $106.84 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $158 Shares 2,000 Est. Cost $77.46 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $157 Shares 1,126 Est. Cost $161.57 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $154 Shares 310 Est. Cost $423.68 Unrealized +16.7%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $154 Shares 1,750 Est. Cost $89.90 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $151 Shares 4,000 Est. Cost $40.41 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $151 Shares 2,565 Est. Cost $58.69 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $150 Shares 1,050 Est. Cost $133.14 Unrealized +18.7%
TWST TWIST BIOSCIENCE CORP 0.1%
Value ($000) $149 Shares 3,800 Est. Cost $42.47 Unrealized +6.1%
NET CLOUDFLARE INC 0.1%
Value ($000) $148 Shares 1,311 Est. Cost $97.70 Unrealized +35.7%
EWG ISHARES INC 0.1%
Value ($000) $133 Shares 3,605 Est. Cost $32.69 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $131 Shares 164 Est. Cost $202.58 Unrealized -4.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $127 Shares 2,805 Est. Cost $36.92 Unrealized +7.2%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $127 Shares 764 Est. Cost $49.31 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $126 Shares 1,720 Est. Cost $67.04 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $123 Shares 322 Est. Cost $566.14 Unrealized -24.3%
BOX BOX INC 0.0%
Value ($000) $123 Shares 4,000 Est. Cost $25.28 Unrealized +28.1%
GEV GE VERNOVA INC 0.0%
Value ($000) $119 Shares 390 Est. Cost $281.13 Unrealized +23.8%
DDOG DATADOG INC 0.0%
Value ($000) $117 Shares 1,175 Est. Cost $137.35 Unrealized -8.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $115 Shares 25 Est. Cost $3794.03 Unrealized +25.2%
MCK MCKESSON CORP 0.0%
Value ($000) $114 Shares 170 Est. Cost $553.37 Unrealized +11.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $113 Shares 342 Est. Cost $319.20 Unrealized +10.3%
MMM 3M CO 0.0%
Value ($000) $110 Shares 750 Est. Cost $128.38 Unrealized +12.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $110 Shares 750 Est. Cost $153.06 Unrealized -12.1%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $108 Shares 330 Est. Cost $295.72 Unrealized +17.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $106 Shares 1,625 Est. Cost $83.88 Unrealized -7.4%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $106 Shares 1,443 Est. Cost $72.63 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $100 Shares 477 Est. Cost $148.02 Unrealized +27.9%
EEM ISHARES TR 0.0%
Value ($000) $99 Shares 2,256 Est. Cost $34.63 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $97 Shares 1,060 Est. Cost $91.68 Unrealized +13.7%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $95 Shares 651 Est. Cost $140.81 Unrealized +20.5%
T AT&T INC 0.0%
Value ($000) $94 Shares 3,308 Est. Cost $15.57 Unrealized +56.4%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $93 Shares 800 Est. Cost $97.88 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $92 Shares 792 Est. Cost $83.25 Unrealized +51.2%
URTH ISHARES INC 0.0%
Value ($000) $90 Shares 590 Est. Cost $155.50 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $87 Shares 1,242 Est. Cost $75.79 Unrealized +5.6%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $87 Shares 2,750 Est. Cost $29.86 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $86 Shares 7,500 Est. Cost $11.38 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $77 Shares 1,425 Est. Cost $80.89 Unrealized -7.7%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $72 Shares 2,460 Est. Cost $41.38 Unrealized -18.9%
GDX VANECK ETF TRUST 0.0%
Value ($000) $65 Shares 1,415 Est. Cost $41.71 Unrealized
AI C3 AI INC 0.0%
Value ($000) $60 Shares 2,830 Est. Cost $31.05 Unrealized -8.6%
IWM ISHARES TR 0.0%
Value ($000) $59 Shares 295 Est. Cost $220.96 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $57 Shares 4,000 Est. Cost $12.86 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $56 Shares 95 Est. Cost $544.39 Unrealized +2.4%
SONY SONY GROUP CORP 0.0%
Value ($000) $56 Shares 2,200 Est. Cost $25.39 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $54 Shares 200 Est. Cost $316.76 Unrealized -2.4%
BRZU DIREXION SHS ETF TR 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $53.10 Unrealized
ACM AECOM 0.0%
Value ($000) $52 Shares 561 Est. Cost $83.43 Unrealized +20.4%
KLAC KLA CORP 0.0%
Value ($000) $51 Shares 75 Est. Cost $669.07 Unrealized +6.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $46 Shares 3,000 Est. Cost $22.04 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $44.04 Unrealized -14.1%
BBD BANCO BRADESCO S A 0.0%
Value ($000) $45 Shares 20,000 Est. Cost $2.23 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $44 Shares 297 Est. Cost $134.83 Unrealized -4.3%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $43 Shares 100 Est. Cost $387.42 Unrealized -1.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $42 Shares 520 Est. Cost $83.52 Unrealized +2.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $40 Shares 191 Est. Cost $162.15 Unrealized +22.4%
VALE VALE S A 0.0%
Value ($000) $40 Shares 4,000 Est. Cost $12.19 Unrealized
SMDV PROSHARES TR 0.0%
Value ($000) $33 Shares 500 Est. Cost $67.67 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $31 Shares 2,380 Est. Cost $16.45 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $31 Shares 656 Est. Cost $44.64 Unrealized -3.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $31 Shares 110 Est. Cost $387.42 Unrealized -11.8%
SPAB SPDR SER TR 0.0%
Value ($000) $31 Shares 1,200 Est. Cost $24.98 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $30 Shares 410 Est. Cost $97.25 Unrealized -17.9%
USSG DBX ETF TR 0.0%
Value ($000) $29 Shares 576 Est. Cost $31.25 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $28 Shares 450 Est. Cost $59.12 Unrealized +3.6%
HL HECLA MNG CO 0.0%
Value ($000) $28 Shares 5,000 Est. Cost $5.95 Unrealized -7.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $28 Shares 630 Est. Cost $42.45 Unrealized +1.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $27 Shares 385 Est. Cost $77.36 Unrealized -8.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $27 Shares 169 Est. Cost $76.26 Unrealized +122.5%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $27 Shares 800 Est. Cost $33.99 Unrealized
ANSYS INC 0.0%
Value ($000) $27 Shares 80 Est. Cost $337.32 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $27 Shares 223 Est. Cost $98.02 Unrealized +30.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $26 Shares 300 Est. Cost $76.78 Unrealized -3.2%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $26 Shares 320 Est. Cost $94.99 Unrealized -7.1%
IWP ISHARES TR 0.0%
Value ($000) $25 Shares 200 Est. Cost $126.75 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $25 Shares 1,431 Est. Cost $17.11 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $23.54 Unrealized -4.8%
EMB ISHARES TR 0.0%
Value ($000) $23 Shares 250 Est. Cost $79.31 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $22 Shares 175 Est. Cost $132.21 Unrealized
PAM PAMPA ENERGIA S A 0.0%
Value ($000) $22 Shares 254 Est. Cost $87.94 Unrealized
GGAL GRUPO FINANCIERO GALICIA S.A 0.0%
Value ($000) $21 Shares 340 Est. Cost $62.32 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $21 Shares 180 Est. Cost $134.07 Unrealized +0.6%
TGS TRANSPORTADORA DE GAS SUR 0.0%
Value ($000) $21 Shares 714 Est. Cost $29.27 Unrealized
AME AMETEK INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $180.74 Unrealized -0.1%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 1,100 Est. Cost $294.97 Unrealized -94.7%
CMDY ISHARES U S ETF TR 0.0%
Value ($000) $18 Shares 342 Est. Cost $56.92 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $18 Shares 376 Est. Cost $53.32 Unrealized -4.0%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $17 Shares 240 Est. Cost $71.59 Unrealized
VIST VISTA ENERGY S.A.B. DE C.V. 0.0%
Value ($000) $17 Shares 319 Est. Cost $54.11 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $16 Shares 70 Est. Cost $244.13 Unrealized +1.8%
VTC VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.60 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $15 Shares 230 Est. Cost $69.57 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $14 Shares 390 Est. Cost $34.81 Unrealized +2.3%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $14 Shares 187 Est. Cost $70.01 Unrealized +6.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $14 Shares 40 Est. Cost $208.80 Unrealized +53.0%
FALN ISHARES TR 0.0%
Value ($000) $14 Shares 506 Est. Cost $23.72 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $13 Shares 327 Est. Cost $40.25 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $13 Shares 107 Est. Cost $119.47 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $13 Shares 30 Est. Cost $428.97 Unrealized +3.9%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $145.49 Unrealized 0.0%
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 370 Est. Cost $33.50 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 190 Est. Cost $63.00 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 113 Est. Cost $102.23 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 188 Est. Cost $57.30 Unrealized -8.2%
AKBA AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 5,615 Est. Cost $1.60 Unrealized +27.7%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $14.38 Unrealized +4.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 75 Est. Cost $93.87 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $10 Shares 51 Est. Cost $137.25 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $10 Shares 698 Est. Cost $14.22 Unrealized
GRN BARCLAYS BANK PLC 0.0%
Value ($000) $8 Shares 309 Est. Cost $25.89 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $18.54 Unrealized +25.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $7 Shares 35 Est. Cost $243.95 Unrealized -11.1%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $10.16 Unrealized -22.8%
AA ALCOA CORP 0.0%
Value ($000) $6 Shares 200 Est. Cost $40.99 Unrealized -15.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.45 Unrealized +26.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $5 Shares 100 Est. Cost $74.27 Unrealized -27.0%
SAM BOSTON BEER INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $345.86 Unrealized -29.6%
NIO NIO INC 0.0%
Value ($000) $5 Shares 1,225 Est. Cost $4.36 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $81.47 Unrealized +33.7%
RUN SUNRUN INC 0.0%
Value ($000) $4 Shares 700 Est. Cost $12.42 Unrealized -33.7%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $4 Shares 223 Est. Cost $25.96 Unrealized -21.5%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.65 Unrealized
ARCT ARCTURUS THERAPEUTICS HLDGS 0.0%
Value ($000) $2 Shares 150 Est. Cost $16.78 Unrealized -5.4%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $47.80 Unrealized -25.8%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.14 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $105.96 Unrealized -6.2%
CMTL COMTECH TELECOMMUNICATIONS C 0.0%
Value ($000) $1 Shares 500 Est. Cost $10.82 Unrealized -78.8%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $15.58 Unrealized -90.6%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $27.57 Unrealized
DTIL PRECISION BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $12.24 Unrealized -58.4%