Ameliora Wealth Management Ltd. Diversified Active

CIK: 0001910168 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $279,625 (100.0% shares, 0.0% debt)

Holdings (214)

IGEB ISHARES TR 8.9%
Value ($000) $24,919 Shares 548,401 Est. Cost $45.45 Unrealized
FLRN SPDR SERIES TRUST 7.2%
Value ($000) $20,056 Shares 650,546 Est. Cost $30.56 Unrealized
IGIB ISHARES TR 6.7%
Value ($000) $18,610 Shares 349,225 Est. Cost $52.21 Unrealized
AGG ISHARES TR 5.9%
Value ($000) $16,499 Shares 166,322 Est. Cost $99.48 Unrealized
SGOL ETFS GOLD TR 5.8%
Value ($000) $16,201 Shares 513,662 Est. Cost $20.59 Unrealized
IVV ISHARES TR 5.5%
Value ($000) $15,262 Shares 24,581 Est. Cost $556.07 Unrealized
TMUS T-MOBILE US INC 5.1%
Value ($000) $14,296 Shares 60,000 Est. Cost $135.67 Unrealized +78.0%
SPY SPDR S&P 500 ETF TR 2.7%
Value ($000) $7,567 Shares 12,248 Est. Cost $515.49 Unrealized
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $6,436 Shares 40,738 Est. Cost $122.30 Unrealized +2.9%
IGSB ISHARES TR 2.3%
Value ($000) $6,295 Shares 119,319 Est. Cost $52.54 Unrealized
QQQ INVESCO QQQ TR 2.2%
Value ($000) $6,131 Shares 11,114 Est. Cost $406.87 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $5,937 Shares 76,608 Est. Cost $72.92 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $5,574 Shares 27,169 Est. Cost $167.64 Unrealized +20.1%
AVGO BROADCOM INC 1.9%
Value ($000) $5,189 Shares 18,826 Est. Cost $158.02 Unrealized +36.6%
MSFT MICROSOFT CORP 1.7%
Value ($000) $4,760 Shares 9,569 Est. Cost $279.17 Unrealized +54.9%
JPM JPMORGAN CHASE & CO. 1.6%
Value ($000) $4,570 Shares 15,764 Est. Cost $126.96 Unrealized +99.0%
IWY ISHARES TR 1.4%
Value ($000) $3,932 Shares 15,950 Est. Cost $169.94 Unrealized
INDA ISHARES TR 1.4%
Value ($000) $3,788 Shares 68,083 Est. Cost $50.05 Unrealized
WMT WALMART INC 1.3%
Value ($000) $3,549 Shares 36,297 Est. Cost $52.92 Unrealized +79.1%
V VISA INC 1.3%
Value ($000) $3,543 Shares 9,980 Est. Cost $215.53 Unrealized +61.0%
AMZN AMAZON COM INC 1.2%
Value ($000) $3,416 Shares 15,571 Est. Cost $168.70 Unrealized +17.3%
WM WASTE MGMT INC DEL 1.2%
Value ($000) $3,338 Shares 14,586 Est. Cost $201.28 Unrealized +14.1%
EWG ISHARES INC 1.2%
Value ($000) $3,274 Shares 77,375 Est. Cost $41.86 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $3,219 Shares 23,155 Est. Cost $116.00 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $3,175 Shares 18,014 Est. Cost $109.85 Unrealized +48.7%
DBJP DBX ETF TR 1.1%
Value ($000) $3,055 Shares 39,947 Est. Cost $58.81 Unrealized
LLY ELI LILLY & CO 1.1%
Value ($000) $2,952 Shares 3,787 Est. Cost $679.48 Unrealized +13.8%
C CITIGROUP INC 1.0%
Value ($000) $2,774 Shares 32,590 Est. Cost $64.67 Unrealized +10.1%
APO APOLLO GLOBAL MGMT INC 0.9%
Value ($000) $2,475 Shares 17,444 Est. Cost $107.93 Unrealized +21.7%
NEAR ISHARES U S ETF TR 0.9%
Value ($000) $2,467 Shares 48,287 Est. Cost $49.30 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $2,369 Shares 4,215 Est. Cost $325.17 Unrealized +69.6%
XLE SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,362 Shares 27,845 Est. Cost $82.57 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $2,300 Shares 12,968 Est. Cost $121.49 Unrealized +35.7%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $2,130 Shares 2,152 Est. Cost $500.26 Unrealized +98.0%
META META PLATFORMS INC 0.6%
Value ($000) $1,778 Shares 2,409 Est. Cost $521.08 Unrealized +18.3%
BIL SPDR SERIES TRUST 0.5%
Value ($000) $1,474 Shares 16,163 Est. Cost $91.47 Unrealized
EWL ISHARES INC 0.5%
Value ($000) $1,387 Shares 25,298 Est. Cost $47.83 Unrealized
TJX TJX COS INC NEW 0.5%
Value ($000) $1,372 Shares 11,109 Est. Cost $83.16 Unrealized +51.4%
REGN REGENERON PHARMACEUTICALS 0.4%
Value ($000) $1,248 Shares 2,377 Est. Cost $710.66 Unrealized -21.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,248 Shares 4,000 Est. Cost $497.54 Unrealized -24.6%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,153 Shares 2,030 Est. Cost $507.96 Unrealized
ULST SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,129 Shares 27,767 Est. Cost $39.87 Unrealized
IYC ISHARES TR 0.4%
Value ($000) $1,096 Shares 11,000 Est. Cost $96.14 Unrealized
BA BOEING CO 0.3%
Value ($000) $943 Shares 4,500 Est. Cost $198.31 Unrealized -4.8%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $941 Shares 7,636 Est. Cost $87.09 Unrealized +7.0%
IJH ISHARES TR 0.3%
Value ($000) $931 Shares 15,009 Est. Cost $62.31 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $875 Shares 4,275 Est. Cost $168.54 Unrealized +10.2%
OEF ISHARES TR 0.3%
Value ($000) $866 Shares 2,845 Est. Cost $283.83 Unrealized
PWR QUANTA SVCS INC 0.3%
Value ($000) $832 Shares 2,200 Est. Cost $159.65 Unrealized +100.9%
GLD SPDR GOLD TR 0.3%
Value ($000) $821 Shares 2,694 Est. Cost $259.95 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $809 Shares 604 Est. Cost $81.84 Unrealized +38.2%
ITA ISHARES TR 0.3%
Value ($000) $794 Shares 4,210 Est. Cost $146.38 Unrealized
AFRM AFFIRM HLDGS INC 0.3%
Value ($000) $757 Shares 10,950 Est. Cost $51.85 Unrealized 0.0%
TQQQ PROSHARES TR 0.3%
Value ($000) $728 Shares 8,773 Est. Cost $64.59 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $668 Shares 10,907 Est. Cost $49.78 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $667 Shares 2,592 Est. Cost $181.27 Unrealized +20.6%
IAU ISHARES GOLD TR 0.2%
Value ($000) $661 Shares 12,500 Est. Cost $49.51 Unrealized
MET METLIFE INC 0.2%
Value ($000) $638 Shares 7,937 Est. Cost $56.99 Unrealized +33.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $636 Shares 1,310 Est. Cost $434.96 Unrealized +16.8%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $608 Shares 3,344 Est. Cost $144.52 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $595 Shares 4,800 Est. Cost $101.66 Unrealized +1.1%
FLOT ISHARES TR 0.2%
Value ($000) $593 Shares 11,620 Est. Cost $50.15 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $563 Shares 795 Est. Cost $571.74 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $547 Shares 5,078 Est. Cost $99.79 Unrealized +4.7%
ORCL ORACLE CORP 0.2%
Value ($000) $535 Shares 2,445 Est. Cost $161.16 Unrealized -0.2%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $524 Shares 10,000 Est. Cost $48.33 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $495 Shares 3,310 Est. Cost $104.16 Unrealized +29.7%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $494 Shares 936 Est. Cost $399.32 Unrealized +24.4%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $489 Shares 5,355 Est. Cost $83.15 Unrealized 0.0%
SLV ISHARES SILVER TR 0.2%
Value ($000) $480 Shares 14,633 Est. Cost $31.69 Unrealized
EAGG ISHARES TR 0.2%
Value ($000) $475 Shares 10,000 Est. Cost $19.23 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $447 Shares 1,975 Est. Cost $119.27 Unrealized
IRM IRON MTN INC DEL 0.2%
Value ($000) $446 Shares 4,350 Est. Cost $91.75 Unrealized +0.2%
HZO MARINEMAX INC 0.2%
Value ($000) $442 Shares 17,600 Est. Cost $30.71 Unrealized -27.9%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $439 Shares 807 Est. Cost $520.86 Unrealized +0.4%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $392 Shares 4,727 Est. Cost $83.75 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $378 Shares 6,480 Est. Cost $59.53 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $377 Shares 740 Est. Cost $192.90 Unrealized +124.8%
HD HOME DEPOT INC 0.1%
Value ($000) $362 Shares 986 Est. Cost $274.22 Unrealized +29.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $353 Shares 7,457 Est. Cost $42.51 Unrealized -2.5%
HACK AMPLIFY ETF TR 0.1%
Value ($000) $345 Shares 4,000 Est. Cost $74.49 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $344 Shares 4,294 Est. Cost $45.88 Unrealized +55.1%
LOW LOWES COS INC 0.1%
Value ($000) $344 Shares 1,549 Est. Cost $196.86 Unrealized +12.1%
EWZ ISHARES INC 0.1%
Value ($000) $298 Shares 10,340 Est. Cost $23.98 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $297 Shares 1,113 Est. Cost $257.53 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $294 Shares 2,050 Est. Cost $135.93 Unrealized +0.8%
HEFA ISHARES TR 0.1%
Value ($000) $291 Shares 7,665 Est. Cost $29.81 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $288 Shares 1,750 Est. Cost $155.91 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $267 Shares 4,824 Est. Cost $47.60 Unrealized -0.7%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $265 Shares 9,000 Est. Cost $26.76 Unrealized 0.0%
NET CLOUDFLARE INC 0.1%
Value ($000) $252 Shares 1,289 Est. Cost $97.70 Unrealized +48.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $250 Shares 1,760 Est. Cost $107.93 Unrealized +0.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $247 Shares 5,000 Est. Cost $41.77 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $233 Shares 1,460 Est. Cost $153.52 Unrealized +4.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $226 Shares 558 Est. Cost $560.04 Unrealized -25.5%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $225 Shares 1,689 Est. Cost $111.63 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $223 Shares 2,105 Est. Cost $88.94 Unrealized +13.4%
PEP PEPSICO INC 0.1%
Value ($000) $213 Shares 1,614 Est. Cost $156.27 Unrealized -16.1%
YLDE LEGG MASON ETF INVT 0.1%
Value ($000) $211 Shares 4,017 Est. Cost $12.51 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $206 Shares 390 Est. Cost $281.13 Unrealized +48.0%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $205 Shares 3,430 Est. Cost $48.66 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $199 Shares 4,400 Est. Cost $39.02 Unrealized +4.5%
ZS ZSCALER INC 0.1%
Value ($000) $195 Shares 621 Est. Cost $193.56 Unrealized +28.8%
AQLT ISHARES TR 0.1%
Value ($000) $193 Shares 7,570 Est. Cost $23.38 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $193 Shares 606 Est. Cost $294.66 Unrealized +2.2%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $186 Shares 71 Est. Cost $1947.25 Unrealized +19.9%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $183 Shares 1,050 Est. Cost $133.14 Unrealized +20.3%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $178 Shares 1,200 Est. Cost $120.75 Unrealized +26.3%
ECL ECOLAB INC 0.1%
Value ($000) $175 Shares 700 Est. Cost $245.53 Unrealized +2.8%
PAVE GLOBAL X FDS 0.1%
Value ($000) $174 Shares 4,000 Est. Cost $40.41 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $164 Shares 7,300 Est. Cost $22.54 Unrealized -8.1%
LQD ISHARES TR 0.1%
Value ($000) $162 Shares 1,475 Est. Cost $106.84 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $159 Shares 310 Est. Cost $423.68 Unrealized +13.9%
EWJ ISHARES INC 0.1%
Value ($000) $157 Shares 2,100 Est. Cost $69.26 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $146 Shares 142 Est. Cost $202.58 Unrealized -6.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $145 Shares 25 Est. Cost $3794.03 Unrealized +34.3%
SHY ISHARES TR 0.1%
Value ($000) $143 Shares 1,730 Est. Cost $81.20 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $142 Shares 1,055 Est. Cost $137.35 Unrealized -19.4%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $140 Shares 3,800 Est. Cost $42.47 Unrealized -18.6%
BOX BOX INC 0.0%
Value ($000) $137 Shares 4,000 Est. Cost $25.28 Unrealized +29.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $135 Shares 850 Est. Cost $159.52 Unrealized -9.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $133 Shares 342 Est. Cost $319.20 Unrealized +3.6%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $132 Shares 591 Est. Cost $140.81 Unrealized +28.4%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $130 Shares 1,060 Est. Cost $91.68 Unrealized +10.5%
MCK MCKESSON CORP 0.0%
Value ($000) $125 Shares 170 Est. Cost $553.37 Unrealized +27.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $121 Shares 2,805 Est. Cost $36.92 Unrealized +13.3%
SHEL SHELL PLC 0.0%
Value ($000) $121 Shares 1,720 Est. Cost $67.04 Unrealized
MMM 3M CO 0.0%
Value ($000) $114 Shares 750 Est. Cost $128.38 Unrealized +10.0%
MS MORGAN STANLEY 0.0%
Value ($000) $112 Shares 792 Est. Cost $83.25 Unrealized +45.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $110 Shares 750 Est. Cost $153.06 Unrealized -3.7%
EEM ISHARES TR 0.0%
Value ($000) $109 Shares 2,256 Est. Cost $34.63 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $106 Shares 1,443 Est. Cost $72.63 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $103 Shares 800 Est. Cost $97.88 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $98 Shares 7,500 Est. Cost $11.38 Unrealized
T AT&T INC 0.0%
Value ($000) $96 Shares 3,308 Est. Cost $15.57 Unrealized +73.2%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $93 Shares 2,750 Est. Cost $29.86 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $90 Shares 265 Est. Cost $295.72 Unrealized +18.5%
ABBV ABBVIE INC 0.0%
Value ($000) $89 Shares 477 Est. Cost $148.02 Unrealized +23.4%
XYZ BLOCK INC 0.0%
Value ($000) $78 Shares 1,153 Est. Cost $80.89 Unrealized -28.1%
URTH ISHARES INC 0.0%
Value ($000) $75 Shares 440 Est. Cost $155.50 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $74 Shares 1,415 Est. Cost $41.71 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $73 Shares 980 Est. Cost $83.88 Unrealized -18.5%
ROKU ROKU INC 0.0%
Value ($000) $69 Shares 785 Est. Cost $75.79 Unrealized -7.8%
KLAC KLA CORP 0.0%
Value ($000) $67 Shares 75 Est. Cost $669.07 Unrealized +11.9%
BRZU DIREXION SHS ETF TR 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $53.10 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $59 Shares 152 Est. Cost $566.14 Unrealized -31.9%
SONY SONY GROUP CORP 0.0%
Value ($000) $57 Shares 2,200 Est. Cost $25.39 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $56 Shares 205 Est. Cost $315.52 Unrealized -15.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $54 Shares 95 Est. Cost $544.39 Unrealized +3.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $50 Shares 3,000 Est. Cost $22.04 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $50 Shares 4,000 Est. Cost $12.86 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $23.20 Unrealized +10.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $44 Shares 191 Est. Cost $162.15 Unrealized +23.1%
AI C3 AI INC 0.0%
Value ($000) $43 Shares 1,770 Est. Cost $31.05 Unrealized -26.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $41 Shares 297 Est. Cost $134.83 Unrealized +4.7%
VALE VALE S A 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $12.19 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $39 Shares 520 Est. Cost $83.52 Unrealized -16.7%
NEM NEWMONT CORP 0.0%
Value ($000) $38 Shares 656 Est. Cost $44.64 Unrealized +18.5%
IWM ISHARES TR 0.0%
Value ($000) $35 Shares 160 Est. Cost $220.96 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $34 Shares 300 Est. Cost $76.78 Unrealized +27.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $34 Shares 110 Est. Cost $387.42 Unrealized -29.9%
CTVA CORTEVA INC 0.0%
Value ($000) $34 Shares 450 Est. Cost $59.12 Unrealized +11.9%
USSG DBX ETF TR 0.0%
Value ($000) $33 Shares 576 Est. Cost $31.25 Unrealized
SMDV PROSHARES TR 0.0%
Value ($000) $33 Shares 500 Est. Cost $67.67 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $32 Shares 2,380 Est. Cost $16.45 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $31 Shares 1,200 Est. Cost $24.98 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $30 Shares 169 Est. Cost $76.26 Unrealized +118.4%
HL HECLA MNG CO 0.0%
Value ($000) $30 Shares 5,000 Est. Cost $5.95 Unrealized -7.4%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $30 Shares 320 Est. Cost $94.99 Unrealized -11.2%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $25 Shares 1,431 Est. Cost $17.11 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $25 Shares 145 Est. Cost $134.07 Unrealized +7.4%
IWP ISHARES TR 0.0%
Value ($000) $23 Shares 200 Est. Cost $126.75 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $23 Shares 250 Est. Cost $79.31 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $23.54 Unrealized -12.5%
TGS TRANSPORTADORA DE GAS SUR 0.0%
Value ($000) $22 Shares 714 Est. Cost $29.27 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $21 Shares 50 Est. Cost $387.42 Unrealized +6.7%
AKBA AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $20 Shares 5,615 Est. Cost $1.60 Unrealized +71.9%
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $20 Shares 303 Est. Cost $59.27 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $19 Shares 70 Est. Cost $244.13 Unrealized -2.6%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $17 Shares 420 Est. Cost $42.45 Unrealized -9.2%
CMDY ISHARES U S ETF TR 0.0%
Value ($000) $17 Shares 342 Est. Cost $56.92 Unrealized
VIST VISTA ENERGY S.A.B. DE C.V. 0.0%
Value ($000) $16 Shares 319 Est. Cost $54.11 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $16 Shares 65 Est. Cost $225.31 Unrealized 0.0%
VTC VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.60 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $15 Shares 40 Est. Cost $208.80 Unrealized +71.7%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 190 Est. Cost $63.00 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $14 Shares 230 Est. Cost $69.57 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $14 Shares 187 Est. Cost $70.01 Unrealized +1.2%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 113 Est. Cost $102.23 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $14 Shares 506 Est. Cost $23.72 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $14 Shares 107 Est. Cost $119.47 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $14 Shares 327 Est. Cost $40.25 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 370 Est. Cost $33.50 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $14.38 Unrealized -25.5%
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 188 Est. Cost $57.30 Unrealized -4.9%
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) $9 Shares 698 Est. Cost $14.22 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $9 Shares 75 Est. Cost $93.87 Unrealized
GRN BARCLAYS BANK PLC 0.0%
Value ($000) $8 Shares 309 Est. Cost $25.89 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $8 Shares 130 Est. Cost $77.36 Unrealized -17.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $7 Shares 35 Est. Cost $243.95 Unrealized -20.9%
ETSY ETSY INC 0.0%
Value ($000) $7 Shares 131 Est. Cost $53.32 Unrealized -6.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.45 Unrealized +32.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $81.47 Unrealized +23.1%
SAM BOSTON BEER INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $345.86 Unrealized -33.4%
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 -29.5%
CMTL COMTECH TELECOMMUNICATIONS C 0.0%
Value ($000) $1 Shares 500 Est. Cost $10.82 Unrealized -83.4%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.14 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $15.58 Unrealized -89.5%
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $105.96 Unrealized -9.3%
NIO NIO INC 0.0%
Value ($000) $1 Shares 225 Est. Cost $4.36 Unrealized
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 -59.7%