Cladis Investment Advisory, LLC Diversified Active

Location: Billings, MT

CIK: 0001911520 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Oct 9, 2024

Total Value: $188M

Holdings (226)

AAPL APPLE INC 6.1%
Value $11.5M Shares 65,861 Est. Cost $154.71 Unrealized +6.5%
AAPL APPLE INC 5.8%
Value $10.98M Shares 62,861 Est. Cost $154.71 Unrealized +6.5%
MSFT MICROSOFT CORP 1.5%
Value $2.891M Shares 9,378 Est. Cost $313.41 Unrealized -7.0%
MSFT MICROSOFT CORP 1.4%
Value $2.676M Shares 8,678 Est. Cost $313.41 Unrealized -7.0%
GE GENERAL ELECTRIC CO 1.4%
Value $2.657M Shares 29,039 Est. Cost $61.56 Unrealized -4.9%
CVX CVS HEALTH CORP 1.3%
Value $2.431M Shares 21,957 Est. Cost $102.68 Unrealized +19.6%
GE GENERAL ELECTRIC CO 1.3%
Value $2.383M Shares 26,039 Est. Cost $61.56 Unrealized -4.9%
PFE PFIZER INC 1.3%
Value $2.38M Shares 45,980 Est. Cost $40.23 Unrealized +5.6%
DADA NEXUS LTD 1.3%
Value $2.363M Shares 258,800 Est. Cost $10.51 Unrealized
BMY BRISTOL MYERS SQUIBB CO 1.2%
Value $2.327M Shares 31,868 Est. Cost $49.23 Unrealized +15.4%
AMZN AMAZON COM INC 1.2%
Value $2.295M Shares 704 Est. Cost $170.86 Unrealized -9.6%
CVS CVS HEALTH CORP 1.2%
Value $2.234M Shares 22,072 Est. Cost $82.26 Unrealized +11.8%
MDU MDU RES GROUP INC 1.2%
Value $2.22M Shares 83,922 Est. Cost $9.99 Unrealized -5.4%
CLF CLEVELAND-CLIFFS INC NEW 1.2%
Value $2.194M Shares 68,100 Est. Cost $21.54 Unrealized +5.8%
NEE NEXTERA ENERGY INC 1.1%
Value $2.143M Shares 25,300 Est. Cost $77.14 Unrealized -6.6%
NEE NEXTERA ENERGY INC 1.1%
Value $2.143M Shares 25,300 Est. Cost $77.14 Unrealized -6.6%
PFE PFIZER INC 1.1%
Value $2.122M Shares 40,980 Est. Cost $40.23 Unrealized +5.6%
DADA NEXUS LTD 1.1%
Value $2.089M Shares 228,800 Est. Cost $10.51 Unrealized
BMY BRISTOL MYERS SQUIBB CO 1.1%
Value $2.035M Shares 27,868 Est. Cost $49.23 Unrealized +15.4%
LLY LILLY ELI & CO 1.1%
Value $2.025M Shares 7,070 Est. Cost $243.85 Unrealized +1.9%
MDU MDU RES GROUP INC 1.0%
Value $1.953M Shares 73,292 Est. Cost $9.99 Unrealized -5.4%
F FORD MTR CO DEL 1.0%
Value $1.817M Shares 107,475 Est. Cost $14.00 Unrealized +3.9%
CLF CLEVELAND-CLIFFS INC NEW 1.0%
Value $1.807M Shares 56,100 Est. Cost $21.54 Unrealized +5.8%
AMZN AMAZON COM INC 1.0%
Value $1.806M Shares 554 Est. Cost $170.86 Unrealized -9.6%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value $1.799M Shares 13,835 Est. Cost $107.24 Unrealized +4.5%
LLY LILLY ELI & CO 0.9%
Value $1.738M Shares 6,070 Est. Cost $243.85 Unrealized +1.9%
BA BOEING CO 0.9%
Value $1.709M Shares 8,925 Est. Cost $211.28 Unrealized -5.0%
XOM EXXON MOBIL CORP 0.9%
Value $1.64M Shares 19,859 Est. Cost $54.89 Unrealized +23.7%
T AT&T INC 0.8%
Value $1.595M Shares 67,514 Est. Cost $14.67 Unrealized +1.6%
KHC KRAFT HEINZ CO 0.8%
Value $1.586M Shares 40,266 Est. Cost $29.52 Unrealized +5.1%
XOM EXXON MOBIL CORP 0.8%
Value $1.516M Shares 18,359 Est. Cost $54.89 Unrealized +23.7%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value $1.511M Shares 29,666 Est. Cost $40.39 Unrealized +2.8%
T AT&T INC 0.8%
Value $1.501M Shares 63,514 Est. Cost $14.67 Unrealized +1.6%
MP MP MATERIALS CORP 0.8%
Value $1.5M Shares 26,160 Est. Cost $39.42 Unrealized +11.6%
NVIDIA CORPORATION 0.8%
Value $1.491M Shares 5,465 Est. Cost $272.83 Unrealized
BA BOEING CO 0.8%
Value $1.479M Shares 7,725 Est. Cost $211.28 Unrealized -5.0%
KD KYNDRYL HLDGS INC 0.8%
Value $1.475M Shares 112,420 Est. Cost $18.90 Unrealized -20.4%
KHC KRAFT HEINZ CO 0.8%
Value $1.468M Shares 37,266 Est. Cost $29.52 Unrealized +5.1%
GBCI GLACIER BANCORP INC NEW 0.8%
Value $1.453M Shares 28,905 Est. Cost $49.57 Unrealized -4.0%
DIS DISNEY WALT CO 0.7%
Value $1.312M Shares 9,567 Est. Cost $157.79 Unrealized -10.5%
BABA ALIBABA GRP HLDG LTD 0.7%
Value $1.269M Shares 11,665 Est. Cost $118.09 Unrealized
XLK SELECT SECTOR SPDR TR 0.7%
Value $1.259M Shares 7,920 Est. Cost $173.85 Unrealized
CAT CATERPILLAR INC 0.7%
Value $1.222M Shares 5,483 Est. Cost $188.61 Unrealized +3.6%
KD KYNDRYL HLDGS INC 0.6%
Value $1.213M Shares 92,420 Est. Cost $18.90 Unrealized -20.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.17M Shares 3,314 Est. Cost $286.41 Unrealized +12.9%
QQQ INVESCO QQQ TR 0.6%
Value $1.155M Shares 3,187 Est. Cost $397.87 Unrealized
FIBK FIRST INTST BANCSYSTEM INC 0.6%
Value $1.115M Shares 30,316 Est. Cost $32.08 Unrealized -4.1%
UNH UNITEDHEALTH GROUP INC 0.6%
Value $1.11M Shares 2,177 Est. Cost $422.19 Unrealized +6.9%
UNH UNITEDHEALTH GROUP INC 0.6%
Value $1.11M Shares 2,177 Est. Cost $422.19 Unrealized +6.9%
CPK CHESAPEAKE UTILS CORP 0.6%
Value $1.102M Shares 8,000 Est. Cost $122.43 Unrealized +1.5%
CPK CHESAPEAKE UTILS CORP 0.6%
Value $1.102M Shares 8,000 Est. Cost $122.43 Unrealized +1.5%
HON HONEYWELL INTL INC 0.6%
Value $1.09M Shares 5,600 Est. Cost $184.02 Unrealized -7.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value $1.043M Shares 10,000 Est. Cost $120.30 Unrealized
DIS DISNEY WALT CO 0.6%
Value $1.038M Shares 7,567 Est. Cost $157.79 Unrealized -10.5%
VLO VALERO ENERGY CORP 0.6%
Value $1.036M Shares 10,200 Est. Cost $65.12 Unrealized +18.2%
HON HONEYWELL INTL INC 0.5%
Value $1.031M Shares 5,300 Est. Cost $184.02 Unrealized -7.4%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $1.009M Shares 9,226 Est. Cost $126.88 Unrealized -5.9%
CAT CATERPILLAR INC 0.5%
Value $999K Shares 4,483 Est. Cost $188.61 Unrealized +3.6%
XLE SELECT SECTOR SPDR TR 0.5%
Value $981K Shares 12,835 Est. Cost $55.47 Unrealized
INTC INTEL CORP 0.5%
Value $961K Shares 19,393 Est. Cost $47.08 Unrealized -1.9%
ACCELERATE DIAGNOSTICS INC 0.5%
Value $944K Shares 655,400 Est. Cost $3.62 Unrealized
FIBK FIRST INTST BANCSYSTEM INC 0.5%
Value $931K Shares 25,316 Est. Cost $32.08 Unrealized -4.1%
PYPL PAYPAL HLDGS INC 0.5%
Value $922K Shares 7,975 Est. Cost $157.00 Unrealized -15.4%
JPM JPMORGAN CHASE & CO 0.5%
Value $906K Shares 6,643 Est. Cost $143.88 Unrealized -7.1%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $899K Shares 8,226 Est. Cost $126.88 Unrealized -5.9%
AMGN AMGEN INC 0.5%
Value $897K Shares 3,710 Est. Cost $185.15 Unrealized +9.8%
AMGN AMGEN INC 0.5%
Value $897K Shares 3,710 Est. Cost $185.15 Unrealized +9.8%
INTC INTEL CORP 0.4%
Value $837K Shares 16,893 Est. Cost $47.08 Unrealized -1.9%
SIO GENE THERAPIES INC 0.4%
Value $835K Shares 1,246,000 Est. Cost $1.17 Unrealized
MRK MERCK & CO INC 0.4%
Value $830K Shares 10,118 Est. Cost $69.88 Unrealized -0.0%
ACCELERATE DIAGNOSTICS INC 0.4%
Value $814K Shares 565,400 Est. Cost $3.62 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value $813K Shares 16,768 Est. Cost $45.16 Unrealized +7.4%
VFH VANGUARD WORLD FDS 0.4%
Value $792K Shares 8,484 Est. Cost $96.53 Unrealized
XLC SELECT SECTOR SPDR TR 0.4%
Value $763K Shares 11,090 Est. Cost $77.64 Unrealized
IP INTERNATIONAL PAPER CO 0.4%
Value $755K Shares 16,350 Est. Cost $40.85 Unrealized -5.4%
SIO GENE THERAPIES INC 0.4%
Value $754K Shares 1,126,000 Est. Cost $1.17 Unrealized
JOHNSON & JOHNSON 0.4%
Value $738K Shares 4,166 Est. Cost $177.25 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value $734K Shares 4,000 Est. Cost $170.14 Unrealized -7.6%
TXN TEXAS INSTRS INC 0.4%
Value $734K Shares 4,000 Est. Cost $170.14 Unrealized -7.6%
PG PROCTER AND GAMBLE CO 0.4%
Value $716K Shares 4,687 Est. Cost $136.18 Unrealized +4.4%
CVX CHEVRON CORP NEW 0.4%
Value $714K Shares 4,385 Est. Cost $102.68 Unrealized +19.6%
BLACKSTONE INC 0.4%
Value $711K Shares 5,600 Est. Cost $126.94 Unrealized
HD HOME DEPOT INC 0.4%
Value $709K Shares 2,368 Est. Cost $343.18 Unrealized -8.5%
JPM JPMORGAN CHASE & CO 0.4%
Value $701K Shares 5,143 Est. Cost $143.88 Unrealized -7.1%
PYPL PAYPAL HLDGS INC 0.4%
Value $691K Shares 5,975 Est. Cost $157.00 Unrealized -15.4%
PEP PEPSICO INC 0.4%
Value $670K Shares 4,000 Est. Cost $143.45 Unrealized +3.5%
BLACKSTONE INC 0.3%
Value $647K Shares 5,100 Est. Cost $126.94 Unrealized
3M CO 0.3%
Value $634K Shares 4,260 Est. Cost $148.88 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value $619K Shares 12,768 Est. Cost $45.16 Unrealized +7.4%
IP INTERNATIONAL PAPER CO 0.3%
Value $616K Shares 13,350 Est. Cost $40.85 Unrealized -5.4%
GOOG ALPHABET INC 0.3%
Value $602K Shares 252 Est. Cost $141.70 Unrealized -4.8%
PSX PHILLIPS 66 0.3%
Value $602K Shares 6,969 Est. Cost $64.72 Unrealized +12.5%
PSX PHILLIPS 66 0.3%
Value $602K Shares 6,969 Est. Cost $64.72 Unrealized +12.5%
COST COSTCO WHSL CORP NEW 0.3%
Value $602K Shares 1,045 Est. Cost $488.10 Unrealized +2.6%
GM GENERAL MTRS CO 0.3%
Value $602K Shares 13,758 Est. Cost $56.36 Unrealized -14.5%
GM GENERAL MTRS CO 0.3%
Value $602K Shares 13,758 Est. Cost $56.36 Unrealized -14.5%
ARKK ARK ETF TR 0.3%
Value $588K Shares 8,870 Est. Cost $74.27 Unrealized
COIN COINBASE GLOBAL INC 0.3%
Value $584K Shares 3,075 Est. Cost $238.04 Unrealized -17.9%
GIS GENERAL MLS INC 0.3%
Value $582K Shares 8,590 Est. Cost $55.87 Unrealized +5.2%
FDX FEDEX CORP 0.3%
Value $578K Shares 2,500 Est. Cost $219.91 Unrealized -1.8%
JOHNSON & JOHNSON 0.3%
Value $561K Shares 3,166 Est. Cost $177.25 Unrealized
VTRS VIATRIS INC 0.3%
Value $557K Shares 51,188 Est. Cost $11.12 Unrealized -0.6%
STZ CONSTELLATION BRANDS INC 0.3%
Value $550K Shares 2,390 Est. Cost $212.48 Unrealized +1.6%
COP CONOCOPHILLIPS 0.3%
Value $547K Shares 5,468 Est. Cost $67.31 Unrealized +18.3%
PARAMOUNT GLOBAL 0.3%
Value $546K Shares 14,450 Est. Cost $33.07 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $543K Shares 10,400 Est. Cost $33.96 Unrealized +9.3%
MO ALTRIA GROUP INC 0.3%
Value $543K Shares 10,400 Est. Cost $33.96 Unrealized +9.3%
SPY SPDR S&P 500 ETF TR 0.3%
Value $542K Shares 1,201 Est. Cost $474.60 Unrealized
KO COCA COLA CO 0.3%
Value $538K Shares 8,684 Est. Cost $50.11 Unrealized +7.9%
PG PROCTER AND GAMBLE CO 0.3%
Value $533K Shares 3,487 Est. Cost $136.18 Unrealized +4.4%
NOW SERVICENOW INC 0.3%
Value $529K Shares 950 Est. Cost $131.29 Unrealized -14.7%
RVTY PERKINELMER INC 0.3%
Value $523K Shares 3,000 Est. Cost $179.04 Unrealized -1.7%
RVTY PERKINELMER INC 0.3%
Value $523K Shares 3,000 Est. Cost $179.04 Unrealized -1.7%
BAC BK OF AMERICA CORP 0.3%
Value $522K Shares 12,655 Est. Cost $41.02 Unrealized -0.5%
XOP SPDR SER TR 0.3%
Value $515K Shares 3,824 Est. Cost $95.98 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value $504K Shares 3,413 Est. Cost $60.90 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $494K Shares 12,895 Est. Cost $39.08 Unrealized
META META PLATFORMS INC 0.3%
Value $489K Shares 2,200 Est. Cost $329.69 Unrealized -24.7%
3M CO 0.3%
Value $485K Shares 3,260 Est. Cost $148.88 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.3%
Value $484K Shares 9,883 Est. Cost $51.70 Unrealized
MCD MCDONALDS CORP 0.3%
Value $482K Shares 1,950 Est. Cost $229.13 Unrealized -0.6%
GIS GENERAL MLS INC 0.3%
Value $480K Shares 7,090 Est. Cost $55.87 Unrealized +5.2%
MEG MONTROSE ENVIRONMENTAL GROUP 0.3%
Value $474K Shares 8,950 Est. Cost $66.52 Unrealized -25.6%
HD HOME DEPOT INC 0.2%
Value $469K Shares 1,568 Est. Cost $343.18 Unrealized -8.5%
XLU SELECT SECTOR SPDR TR 0.2%
Value $462K Shares 6,203 Est. Cost $71.59 Unrealized
BUD ANHEUSER BUSH INBEV SA/NV 0.2%
Value $459K Shares 7,650 Est. Cost $60.56 Unrealized
TGT TARGET CORP 0.2%
Value $455K Shares 2,144 Est. Cost $214.19 Unrealized -10.7%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $454K Shares 2,000 Est. Cost $240.75 Unrealized -22.6%
DFAS DIMENSIONAL ETF TRUST 0.2%
Value $444K Shares 7,917 Est. Cost $60.00 Unrealized
PRGO PERRIGO CO PLC 0.2%
Value $442K Shares 11,500 Est. Cost $40.98 Unrealized -7.1%
LUMN LUMEN TECHNOLOGIES INC 0.2%
Value $402K Shares 35,707 Est. Cost $11.69 Unrealized -7.9%
COP CONOCOPHILLIPS 0.2%
Value $397K Shares 3,968 Est. Cost $67.31 Unrealized +18.3%
WMT WALMART INC 0.2%
Value $396K Shares 2,657 Est. Cost $44.93 Unrealized -0.8%
MEG MONTROSE ENVIRONMENTAL GROUP 0.2%
Value $394K Shares 7,450 Est. Cost $66.52 Unrealized -25.6%
SAM BOSTON BEER INC 0.2%
Value $383K Shares 930 Est. Cost $495.00 Unrealized -15.8%
GLAXOSMITHKLINE PLC 0.2%
Value $379K Shares 8,700 Est. Cost $44.04 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value $379K Shares 8,700 Est. Cost $44.04 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value $372K Shares 7,950 Est. Cost $46.14 Unrealized -7.1%
MGM MGM RESORTS INTERNATIONAL 0.2%
Value $371K Shares 6,500 Est. Cost $44.44 Unrealized -3.3%
CSCO CISCO SYS INC 0.2%
Value $367K Shares 6,576 Est. Cost $50.47 Unrealized -0.4%
CSCO CISCO SYS INC 0.2%
Value $367K Shares 6,576 Est. Cost $50.47 Unrealized -0.4%
SO SOUTHERN CO 0.2%
Value $363K Shares 5,000 Est. Cost $54.72 Unrealized +7.3%
MCD MCDONALDS CORP 0.2%
Value $359K Shares 1,450 Est. Cost $229.13 Unrealized -0.6%
VANGUARD INDEX FDS 0.2%
Value $358K Shares 1,245 Est. Cost $287.60 Unrealized
VANGUARD INDEX FDS 0.2%
Value $358K Shares 1,245 Est. Cost $287.60 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.2%
Value $357K Shares 1,510 Est. Cost $223.66 Unrealized -2.9%
SWEDISH EXPT CR CORP 0.2%
Value $354K Shares 35,000 Est. Cost $8.66 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value $352K Shares 4,782 Est. Cost $29.39 Unrealized +2.3%
PIONEER NAT RES CO 0.2%
Value $350K Shares 1,400 Est. Cost $250.03 Unrealized
PIONEER NAT RES CO 0.2%
Value $350K Shares 1,400 Est. Cost $250.03 Unrealized
DUK DUKE ENERGY CORP COM NEW 0.2%
Value $349K Shares 3,124 Est. Cost $87.21 Unrealized +2.3%
SLB SCHLUMBERGER LTD 0.2%
Value $331K Shares 8,020 Est. Cost $28.71 Unrealized +25.0%
SLB SCHLUMBERGER LTD 0.2%
Value $331K Shares 8,020 Est. Cost $28.71 Unrealized +25.0%
PRGO PERRIGO CO PLC 0.2%
Value $327K Shares 8,500 Est. Cost $40.98 Unrealized -7.1%
DOW DOW INC 0.2%
Value $320K Shares 5,015 Est. Cost $45.69 Unrealized +5.6%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value $299K Shares 3,000 Est. Cost $72.48 Unrealized +9.3%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value $299K Shares 3,000 Est. Cost $72.48 Unrealized +9.3%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value $295K Shares 2,210 Est. Cost $142.00 Unrealized -11.9%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value $295K Shares 2,210 Est. Cost $142.00 Unrealized -11.9%
SBUX STARBUCKS CORP 0.2%
Value $292K Shares 3,214 Est. Cost $96.07 Unrealized -10.5%
TRMB TRIMBLE INC 0.2%
Value $289K Shares 4,000 Est. Cost $85.87 Unrealized -17.1%
TRMB TRIMBLE INC 0.2%
Value $289K Shares 4,000 Est. Cost $85.87 Unrealized -17.1%
Z ZILLOW GRP INC 0.2%
Value $286K Shares 5,800 Est. Cost $65.75 Unrealized -18.2%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value $285K Shares 9,320 Est. Cost $36.85 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.2%
Value $285K Shares 9,320 Est. Cost $36.85 Unrealized
MTCH MATCH GROUP INC NEW 0.2%
Value $282K Shares 2,590 Est. Cost $141.54 Unrealized -23.8%
DD DUPONT DE NEMOURS INC 0.1%
Value $278K Shares 3,782 Est. Cost $29.39 Unrealized +2.3%
C CITIGROUP INC 0.1%
Value $273K Shares 5,106 Est. Cost $57.18 Unrealized -6.4%
NORDSTROM INC 0.1%
Value $271K Shares 10,000 Est. Cost $27.11 Unrealized
NORDSTROM INC 0.1%
Value $271K Shares 10,000 Est. Cost $27.11 Unrealized
TWITTER INC 0.1%
Value $271K Shares 7,000 Est. Cost $42.57 Unrealized
SMH VANECK VECTORS TR ETF 0.1%
Value $270K Shares 1,000 Est. Cost $309.00 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $268K Shares 4,500 Est. Cost $58.80 Unrealized -6.2%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value $267K Shares 489 Est. Cost $680.89 Unrealized -13.8%
TOTALENERGIES SE 0.1%
Value $266K Shares 5,270 Est. Cost $49.52 Unrealized
NEM NEWMONT CORP 0.1%
Value $262K Shares 3,300 Est. Cost $49.84 Unrealized +20.5%
NEM NEWMONT CORP 0.1%
Value $262K Shares 3,300 Est. Cost $49.84 Unrealized +20.5%
OXY OCCIDENTAL PETE CORP 0.1%
Value $261K Shares 4,600 Est. Cost $41.76 Unrealized 0.0%
FORTRESS TRANS INFRST INVS L 0.1%
Value $258K Shares 10,000 Est. Cost $28.90 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value $257K Shares 1,197 Est. Cost $168.57 Unrealized +5.1%
DOW DOW INC 0.1%
Value $256K Shares 4,015 Est. Cost $45.69 Unrealized +5.6%
ANSYS INC 0.1%
Value $254K Shares 800 Est. Cost $401.12 Unrealized
ANSYS INC 0.1%
Value $254K Shares 800 Est. Cost $401.12 Unrealized
NFLX NETFLIX INC 0.1%
Value $253K Shares 675 Est. Cost $63.89 Unrealized -34.8%
NOW SERVICENOW INC 0.1%
Value $251K Shares 450 Est. Cost $131.29 Unrealized -14.7%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value $249K Shares 1,650 Est. Cost $215.25 Unrealized -20.7%
MET METLIFE INC 0.1%
Value $246K Shares 3,500 Est. Cost $55.38 Unrealized +8.5%
MET METLIFE INC 0.1%
Value $246K Shares 3,500 Est. Cost $55.38 Unrealized +8.5%
SPG SIMON PPPTY GROUP INC NEW 0.1%
Value $246K Shares 2,100 Est. Cost $119.97 Unrealized -4.6%
PM PHILIP MORRIS INTL INC 0.1%
Value $244K Shares 2,600 Est. Cost $76.31 Unrealized +8.5%
PM PHILIP MORRIS INTL INC 0.1%
Value $244K Shares 2,600 Est. Cost $76.31 Unrealized +8.5%
TGT TARGET CORP 0.1%
Value $243K Shares 1,144 Est. Cost $214.19 Unrealized -10.7%
O REALTY INCOME CORP 0.1%
Value $243K Shares 3,500 Est. Cost $55.37 Unrealized -0.1%
DUK DUKE ENERGY CORP COM NEW 0.1%
Value $237K Shares 2,124 Est. Cost $87.21 Unrealized +2.3%
IEP ICAHN ENTERPRISES LP 0.1%
Value $234K Shares 4,500 Est. Cost $49.59 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value $234K Shares 4,500 Est. Cost $49.59 Unrealized
WMT WALMART INC 0.1%
Value $232K Shares 1,557 Est. Cost $44.93 Unrealized -0.8%
NKE NIKE INC 0.1%
Value $231K Shares 1,720 Est. Cost $154.55 Unrealized -14.6%
EMN EASTMAN CHEM CO 0.1%
Value $224K Shares 2,000 Est. Cost $95.16 Unrealized +6.1%
EMN EASTMAN CHEM CO 0.1%
Value $224K Shares 2,000 Est. Cost $95.16 Unrealized +6.1%
SPG SIMON PPPTY GROUP INC NEW 0.1%
Value $224K Shares 1,700 Est. Cost $119.97 Unrealized -4.6%
CALM CAL MAINE FOODS INC 0.1%
Value $221K Shares 4,000 Est. Cost $33.84 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.1%
Value $218K Shares 950 Est. Cost $258.49 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value $217K Shares 2,000 Est. Cost $116.01 Unrealized
ABBV ABBVIE INC 0.1%
Value $215K Shares 1,325 Est. Cost $126.41 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value $215K Shares 1,325 Est. Cost $126.41 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value $214K Shares 3,415 Est. Cost $55.31 Unrealized +6.0%
MDLZ MONDELEZ INTL INC 0.1%
Value $214K Shares 3,415 Est. Cost $55.31 Unrealized +6.0%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value $211K Shares 4,200 Est. Cost $60.85 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value $209K Shares 1,413 Est. Cost $60.90 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $208K Shares 3,500 Est. Cost $58.80 Unrealized -6.2%
LUV SOUTHWEST AIRLS CO 0.1%
Value $206K Shares 4,500 Est. Cost $40.90 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value $206K Shares 305 Est. Cost $82.11 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value $205K Shares 1,000 Est. Cost $205.83 Unrealized -4.5%
CMI CUMMINS INC 0.1%
Value $205K Shares 1,000 Est. Cost $205.83 Unrealized -4.5%
MPC MARATHON PETE CORP 0.1%
Value $203K Shares 2,374 Est. Cost $69.68 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.1%
Value $202K Shares 1,444 Est. Cost $124.86 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.1%
Value $202K Shares 1,444 Est. Cost $124.86 Unrealized 0.0%
DDD 3D SYSTEMS CORP 0.1%
Value $183K Shares 11,000 Est. Cost $25.23 Unrealized -31.0%
ANNALY CAPITAL MANAGEMNT INC 0.1%
Value $169K Shares 24,000 Est. Cost $7.83 Unrealized
SBSW SIBANYE STILLWATER LTD 0.1%
Value $162K Shares 10,000 Est. Cost $12.50 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $83,000 Shares 10,000 Est. Cost $6.58 Unrealized +7.5%
NGD NEW GOLD INC CDA 0.0%
Value $36,000 Shares 20,000 Est. Cost $1.44 Unrealized +19.3%
NGD NEW GOLD INC CDA 0.0%
Value $36,000 Shares 20,000 Est. Cost $1.44 Unrealized +19.3%
ASM AVINO SILVER & GOLD MINES LTD 0.0%
Value $9,400 Shares 10,000 Est. Cost $0.89 Unrealized -5.6%
ASM AVINO SILVER & GOLD MINES LTD 0.0%
Value $9,000 Shares 10,000 Est. Cost $0.89 Unrealized -5.6%