Smallwood Wealth Investment Management, LLC Diversified Active

CIK: 0001921304 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $196,345 (100.0% shares, 0.0% debt)

Holdings (522)

ITOT ISHARES TR 27.7%
Value ($000) $54,455 Shares 373,874 Est. Cost $107.43 Unrealized
AAPL APPLE INC 6.1%
Value ($000) $11,966 Shares 46,992 Est. Cost $158.78 Unrealized +42.1%
VTI VANGUARD INDEX FDS 5.5%
Value ($000) $10,813 Shares 32,949 Est. Cost $240.69 Unrealized
VOE VANGUARD INDEX FDS 4.2%
Value ($000) $8,213 Shares 47,043 Est. Cost $150.10 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 3.0%
Value ($000) $5,809 Shares 34,479 Est. Cost $125.37 Unrealized +41.8%
FRDM EA SERIES TRUST 2.8%
Value ($000) $5,459 Shares 123,196 Est. Cost $29.12 Unrealized
PULS PGIM ETF TR 2.6%
Value ($000) $5,140 Shares 103,141 Est. Cost $49.44 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.5%
Value ($000) $5,003 Shares 119,023 Est. Cost $24.46 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 2.5%
Value ($000) $4,827 Shares 74,265 Est. Cost $62.46 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 2.1%
Value ($000) $4,166 Shares 121,920 Est. Cost $22.45 Unrealized
DWM WISDOMTREE TR 2.1%
Value ($000) $4,025 Shares 60,788 Est. Cost $54.11 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 1.6%
Value ($000) $3,228 Shares 132,825 Est. Cost $24.22 Unrealized
VDE VANGUARD WORLD FD 1.5%
Value ($000) $2,876 Shares 22,850 Est. Cost $121.92 Unrealized
AMJB JPMORGAN CHASE FINL CO LLC 1.4%
Value ($000) $2,801 Shares 94,901 Est. Cost $29.20 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $2,640 Shares 5,097 Est. Cost $322.98 Unrealized +57.5%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $2,589 Shares 15,960 Est. Cost $76.31 Unrealized +116.4%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $2,549 Shares 13,664 Est. Cost $94.37 Unrealized +84.7%
GUNR FLEXSHARES TR 1.3%
Value ($000) $2,535 Shares 57,896 Est. Cost $38.57 Unrealized
MUB ISHARES TR 1.2%
Value ($000) $2,438 Shares 22,894 Est. Cost $102.59 Unrealized
RWR SPDR SERIES TRUST 1.0%
Value ($000) $1,896 Shares 18,909 Est. Cost $109.46 Unrealized
RZV INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,819 Shares 15,411 Est. Cost $106.07 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $1,758 Shares 7,217 Est. Cost $116.95 Unrealized +79.5%
JCPB J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,661 Shares 34,941 Est. Cost $47.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $1,645 Shares 5,831 Est. Cost $111.70 Unrealized +132.4%
JEPQ J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,588 Shares 27,616 Est. Cost $55.60 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,432 Shares 12,702 Est. Cost $54.97 Unrealized +99.6%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $1,353 Shares 2,209 Est. Cost $430.00 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,347 Shares 57,882 Est. Cost $23.38 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,324 Shares 8,617 Est. Cost $134.50 Unrealized +15.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,130 Shares 19,789 Est. Cost $56.10 Unrealized
SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,066 Shares 1,600 Est. Cost Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $982 Shares 819 Est. Cost $29.13 Unrealized +319.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $894 Shares 3,754 Est. Cost $197.08 Unrealized +25.4%
AMZN AMAZON COM INC 0.5%
Value ($000) $885 Shares 4,031 Est. Cost $139.78 Unrealized +61.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $777 Shares 9,308 Est. Cost $56.21 Unrealized +47.2%
ORCL ORACLE CORP 0.4%
Value ($000) $733 Shares 2,605 Est. Cost $85.14 Unrealized +198.5%
HD HOME DEPOT INC 0.4%
Value ($000) $714 Shares 1,763 Est. Cost $310.32 Unrealized +25.4%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $665 Shares 10,647 Est. Cost $55.56 Unrealized +14.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $661 Shares 4,257 Est. Cost $103.58 Unrealized +47.0%
BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $643 Shares 2,700 Est. Cost Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $639 Shares 5,580 Est. Cost $145.29 Unrealized -19.5%
AVGO BROADCOM INC 0.3%
Value ($000) $635 Shares 1,925 Est. Cost $154.33 Unrealized +98.1%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $629 Shares 1,994 Est. Cost $146.87 Unrealized +101.5%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $607 Shares 8,508 Est. Cost $45.45 Unrealized
PGNY PROGYNY INC 0.3%
Value ($000) $583 Shares 27,077 Est. Cost $22.73 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $568 Shares 2,453 Est. Cost $130.44 Unrealized +54.8%
LQD ISHARES TR 0.3%
Value ($000) $528 Shares 4,741 Est. Cost $102.49 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value ($000) $514 Shares 5,146 Est. Cost $81.58 Unrealized
NJR NEW JERSEY RES CORP 0.3%
Value ($000) $510 Shares 10,599 Est. Cost $35.71 Unrealized +28.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $491 Shares 1,028 Est. Cost $224.01 Unrealized +89.9%
T AT&T INC 0.2%
Value ($000) $487 Shares 17,237 Est. Cost $14.69 Unrealized +91.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $475 Shares 2,561 Est. Cost $147.82 Unrealized +14.7%
META META PLATFORMS INC 0.2%
Value ($000) $466 Shares 635 Est. Cost $532.48 Unrealized +39.6%
FS CREDIT OPPORTUNITIES CORP 0.2%
Value ($000) $454 Shares 65,720 Est. Cost $4.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $451 Shares 2,471 Est. Cost $88.37 Unrealized +83.4%
IWM ISHARES TR 0.2%
Value ($000) $412 Shares 1,703 Est. Cost $222.39 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $412 Shares 5,275 Est. Cost $73.48 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $378 Shares 7,709 Est. Cost $48.28 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $357 Shares 5,410 Est. Cost $33.04 Unrealized +85.9%
PEP PEPSICO INC 0.2%
Value ($000) $336 Shares 2,395 Est. Cost $146.38 Unrealized -4.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $334 Shares 501 Est. Cost $628.27 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $327 Shares 2,058 Est. Cost $96.90 Unrealized +51.1%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $323 Shares 5,842 Est. Cost $34.74 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $317 Shares 3,772 Est. Cost $72.95 Unrealized +11.1%
BA BOEING CO 0.2%
Value ($000) $315 Shares 1,460 Est. Cost $172.09 Unrealized +31.0%
IVT INVENTRUST PPTYS CORP 0.2%
Value ($000) $305 Shares 10,671 Est. Cost $28.91 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $302 Shares 2,700 Est. Cost $66.46 Unrealized +47.0%
MTB M & T BK CORP 0.2%
Value ($000) $301 Shares 1,523 Est. Cost $134.29 Unrealized +44.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $297 Shares 6,574 Est. Cost $56.58 Unrealized -19.6%
VLY VALLEY NATL BANCORP 0.2%
Value ($000) $296 Shares 27,915 Est. Cost $13.88 Unrealized -28.0%
LIN LINDE PLC 0.1%
Value ($000) $288 Shares 605 Est. Cost $357.10 Unrealized +31.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $284 Shares 3,549 Est. Cost $70.92 Unrealized +19.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $262 Shares 8,345 Est. Cost $43.78 Unrealized -24.3%
WMT WALMART INC 0.1%
Value ($000) $260 Shares 2,523 Est. Cost $73.75 Unrealized +34.6%
AMGN AMGEN INC 0.1%
Value ($000) $254 Shares 899 Est. Cost $261.46 Unrealized +9.6%
FSK FS KKR CAP CORP 0.1%
Value ($000) $251 Shares 16,845 Est. Cost $11.76 Unrealized +48.3%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $243 Shares 816 Est. Cost $242.49 Unrealized +17.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $237 Shares 715 Est. Cost $283.58 Unrealized +11.6%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $225 Shares 491 Est. Cost $410.72 Unrealized +9.2%
BX BLACKSTONE INC 0.1%
Value ($000) $221 Shares 1,294 Est. Cost $168.78 Unrealized +0.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $220 Shares 722 Est. Cost $268.33 Unrealized +12.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $219 Shares 4,971 Est. Cost $32.82 Unrealized +29.5%
V VISA INC 0.1%
Value ($000) $214 Shares 627 Est. Cost $336.48 Unrealized +2.6%
GOOGL ALPHABET INC 0.1%
Value ($000) $214 Shares 879 Est. Cost $174.90 Unrealized +19.6%
NUVEEN NEW JERSEY QULT MUN F 0.1%
Value ($000) $192 Shares 15,468 Est. Cost $14.88 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $185 Shares 630 Est. Cost $295.41 Unrealized +0.8%
LOW LOWES COS INC 0.1%
Value ($000) $184 Shares 731 Est. Cost $242.06 Unrealized +0.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $177 Shares 499 Est. Cost $288.14 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $174 Shares 1,994 Est. Cost $76.49 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $174 Shares 348 Est. Cost $449.89 Unrealized -0.4%
RTX RTX CORPORATION 0.1%
Value ($000) $166 Shares 991 Est. Cost $124.76 Unrealized +23.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $164 Shares 582 Est. Cost $216.92 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $160 Shares 238 Est. Cost $565.66 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $159 Shares 208 Est. Cost $816.09 Unrealized -9.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $158 Shares 1,063 Est. Cost $108.97 Unrealized +24.4%
CPRX CATALYST PHARMACEUTICALS INC 0.1%
Value ($000) $158 Shares 8,000 Est. Cost $22.59 Unrealized -9.0%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $157 Shares 1,787 Est. Cost $105.85 Unrealized -11.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $149 Shares 1,205 Est. Cost $110.55 Unrealized +8.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $149 Shares 2,177 Est. Cost $60.10 Unrealized +12.1%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $146 Shares 523 Est. Cost $245.41 Unrealized +8.4%
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $145 Shares 1,500 Est. Cost $95.01 Unrealized +1.2%
TSLA TESLA INC 0.1%
Value ($000) $142 Shares 320 Est. Cost $334.18 Unrealized +3.8%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $141 Shares 1,675 Est. Cost $96.69 Unrealized -24.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $140 Shares 610 Est. Cost $223.94 Unrealized +4.2%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $138 Shares 1,390 Est. Cost $87.17 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $134 Shares 6,220 Est. Cost $21.51 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $130 Shares 5,104 Est. Cost $24.71 Unrealized -2.3%
BLK BLACKROCK INC 0.1%
Value ($000) $129 Shares 111 Est. Cost $964.49 Unrealized +15.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $128 Shares 1,430 Est. Cost $65.17 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $128 Shares 952 Est. Cost $125.48 Unrealized +4.1%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $127 Shares 4,026 Est. Cost $25.89 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $124 Shares 1,310 Est. Cost $84.13 Unrealized +9.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $123 Shares 1,463 Est. Cost $73.70 Unrealized +9.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $121 Shares 131 Est. Cost $968.45 Unrealized -1.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $119 Shares 591 Est. Cost $183.33 Unrealized +6.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $118 Shares 465 Est. Cost $222.83 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $118 Shares 1,783 Est. Cost $54.10 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $117 Shares 658 Est. Cost $151.20 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $111 Shares 181 Est. Cost $383.69 Unrealized +57.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $111 Shares 184 Est. Cost $469.27 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $108 Shares 189 Est. Cost $542.01 Unrealized +5.8%
AGG ISHARES TR 0.1%
Value ($000) $104 Shares 1,039 Est. Cost $98.92 Unrealized
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $104 Shares 312 Est. Cost $348.23 Unrealized +4.1%
PTCT PTC THERAPEUTICS INC 0.1%
Value ($000) $103 Shares 1,683 Est. Cost $49.90 Unrealized +4.4%
KO COCA COLA CO 0.1%
Value ($000) $100 Shares 1,505 Est. Cost $64.97 Unrealized +4.5%
ETN EATON CORP PLC 0.0%
Value ($000) $94 Shares 250 Est. Cost $308.54 Unrealized +17.7%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $30.35 Unrealized +111.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $88 Shares 254 Est. Cost $473.41 Unrealized -36.9%
GE GE AEROSPACE 0.0%
Value ($000) $85 Shares 283 Est. Cost $195.73 Unrealized +39.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $85 Shares 500 Est. Cost $129.37 Unrealized +14.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $84 Shares 1,117 Est. Cost $57.99 Unrealized +17.0%
GLW CORNING INC 0.0%
Value ($000) $84 Shares 1,023 Est. Cost $48.55 Unrealized +33.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $83 Shares 275 Est. Cost $239.35 Unrealized +15.3%
BAC BANK AMERICA CORP 0.0%
Value ($000) $82 Shares 1,592 Est. Cost $43.62 Unrealized +10.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $82 Shares 752 Est. Cost $82.93 Unrealized +22.2%
ADBE ADOBE INC 0.0%
Value ($000) $82 Shares 232 Est. Cost $425.09 Unrealized -15.6%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $81 Shares 2,868 Est. Cost $26.70 Unrealized +1.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $81 Shares 1,280 Est. Cost $90.41 Unrealized -24.6%
CRM SALESFORCE INC 0.0%
Value ($000) $80 Shares 338 Est. Cost $309.01 Unrealized -18.6%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $78 Shares 550 Est. Cost $128.96 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $76 Shares 856 Est. Cost $69.74 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $76 Shares 1,533 Est. Cost $48.84 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $73 Shares 2,688 Est. Cost $27.96 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $73 Shares 1,850 Est. Cost $54.38 Unrealized -17.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $72 Shares 149 Est. Cost $501.06 Unrealized -7.2%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $71 Shares 275 Est. Cost $225.31 Unrealized +5.1%
S SENTINELONE INC 0.0%
Value ($000) $70 Shares 4,000 Est. Cost $21.70 Unrealized -17.3%
IWF ISHARES TR 0.0%
Value ($000) $70 Shares 150 Est. Cost $361.09 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $70 Shares 150 Est. Cost $419.88 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $69 Shares 822 Est. Cost $81.87 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $68 Shares 322 Est. Cost $185.05 Unrealized +17.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 470 Est. Cost $103.01 Unrealized +25.4%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $64 Shares 86 Est. Cost $605.67 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $64 Shares 890 Est. Cost $64.52 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $64 Shares 300 Est. Cost $134.92 Unrealized +35.7%
IVE ISHARES TR 0.0%
Value ($000) $64 Shares 308 Est. Cost $190.58 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $63 Shares 150 Est. Cost $346.08 Unrealized +10.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $63 Shares 668 Est. Cost $111.13 Unrealized -12.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $62 Shares 550 Est. Cost $98.44 Unrealized +9.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $61 Shares 726 Est. Cost $97.79 Unrealized -9.4%
KKR KKR & CO INC 0.0%
Value ($000) $61 Shares 472 Est. Cost $136.88 Unrealized +3.5%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $61 Shares 177 Est. Cost $322.30 Unrealized -0.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $61 Shares 987 Est. Cost $80.64 Unrealized -15.9%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $59 Shares 4,064 Est. Cost $13.12 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $58 Shares 611 Est. Cost $87.41 Unrealized +4.4%
YUM YUM BRANDS INC 0.0%
Value ($000) $58 Shares 382 Est. Cost $141.64 Unrealized +3.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $58 Shares 630 Est. Cost $90.54 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $57 Shares 2,180 Est. Cost $22.71 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $55 Shares 527 Est. Cost $112.61 Unrealized -2.3%
MMM 3M CO 0.0%
Value ($000) $55 Shares 353 Est. Cost $144.58 Unrealized +5.9%
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $54 Shares 9,000 Est. Cost $6.13 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $54 Shares 90 Est. Cost $533.48 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $53 Shares 532 Est. Cost $95.23 Unrealized +4.1%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $52 Shares 3,020 Est. Cost $16.58 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $23.72 Unrealized
FNB F N B CORP 0.0%
Value ($000) $51 Shares 3,135 Est. Cost $14.27 Unrealized +10.2%
EEM ISHARES TR 0.0%
Value ($000) $50 Shares 937 Est. Cost $43.70 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $49 Shares 750 Est. Cost $58.35 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $49 Shares 908 Est. Cost $50.82 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $48 Shares 360 Est. Cost $78.11 Unrealized +35.1%
NOW SERVICENOW INC 0.0%
Value ($000) $48 Shares 52 Est. Cost $192.52 Unrealized -3.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $47 Shares 121 Est. Cost $466.00 Unrealized -10.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $46 Shares 276 Est. Cost $95.73 Unrealized +33.5%
DE DEERE & CO 0.0%
Value ($000) $46 Shares 100 Est. Cost $461.52 Unrealized +6.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $46 Shares 465 Est. Cost $72.04 Unrealized +29.8%
F FORD MTR CO 0.0%
Value ($000) $45 Shares 3,761 Est. Cost $9.27 Unrealized +22.2%
IUSV ISHARES TR 0.0%
Value ($000) $44 Shares 444 Est. Cost $92.45 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $44 Shares 426 Est. Cost $100.60 Unrealized +2.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $44 Shares 213 Est. Cost $166.66 Unrealized +8.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $44 Shares 350 Est. Cost $129.79 Unrealized -2.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $43 Shares 165 Est. Cost $267.95 Unrealized -0.2%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $43 Shares 305 Est. Cost $126.68 Unrealized +7.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $43 Shares 750 Est. Cost $53.92 Unrealized +8.5%
CB CHUBB LIMITED 0.0%
Value ($000) $42 Shares 150 Est. Cost $276.46 Unrealized -0.4%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $42 Shares 639 Est. Cost $46.81 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $41 Shares 435 Est. Cost $96.70 Unrealized -3.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $41 Shares 84 Est. Cost $406.51 Unrealized +11.9%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $41 Shares 1,120 Est. Cost $31.23 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $40 Shares 300 Est. Cost $112.93 Unrealized +12.8%
SYK STRYKER CORPORATION 0.0%
Value ($000) $39 Shares 106 Est. Cost $376.98 Unrealized +2.0%
EFA ISHARES TR 0.0%
Value ($000) $39 Shares 419 Est. Cost $81.73 Unrealized
KRG KITE RLTY GROUP TR 0.0%
Value ($000) $39 Shares 1,748 Est. Cost $22.34 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $39 Shares 2,437 Est. Cost $14.27 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $19.77 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $39 Shares 1,977 Est. Cost $10.46 Unrealized +30.2%
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $38 Shares 6,460 Est. Cost $5.77 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 78 Est. Cost $370.81 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $37 Shares 425 Est. Cost $71.86 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $37 Shares 228 Est. Cost $114.49 Unrealized +40.9%
IEI ISHARES TR 0.0%
Value ($000) $37 Shares 307 Est. Cost $118.29 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $36 Shares 328 Est. Cost $111.06 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $36 Shares 1,057 Est. Cost $39.76 Unrealized -13.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $36 Shares 1,151 Est. Cost $34.09 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 1,435 Est. Cost $24.24 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $35 Shares 109 Est. Cost $233.26 Unrealized +42.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $35 Shares 100 Est. Cost $278.46 Unrealized +23.5%
WELL WELLTOWER INC 0.0%
Value ($000) $35 Shares 195 Est. Cost $141.49 Unrealized +15.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $34 Shares 100 Est. Cost $255.81 Unrealized +22.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $34 Shares 800 Est. Cost $30.99 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $34 Shares 331 Est. Cost $74.53 Unrealized +26.3%
IAU ISHARES GOLD TR 0.0%
Value ($000) $33 Shares 454 Est. Cost $58.96 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $33 Shares 242 Est. Cost $119.14 Unrealized +6.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $33 Shares 100 Est. Cost $265.25 Unrealized +21.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $33 Shares 1,900 Est. Cost $15.53 Unrealized +8.3%
INTC INTEL CORP 0.0%
Value ($000) $32 Shares 963 Est. Cost $21.88 Unrealized +10.7%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $32 Shares 2,600 Est. Cost $11.75 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $31 Shares 301 Est. Cost $80.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $31 Shares 578 Est. Cost $45.26 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $30 Shares 802 Est. Cost $41.08 Unrealized +7.9%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $29 Shares 385 Est. Cost $63.00 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $29 Shares 60 Est. Cost $509.33 Unrealized +4.8%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $29 Shares 750 Est. Cost $32.83 Unrealized +14.1%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $29 Shares 2,358 Est. Cost $12.38 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $28 Shares 565 Est. Cost $57.96 Unrealized -14.7%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $28 Shares 139 Est. Cost $146.68 Unrealized +17.9%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 226 Est. Cost $108.53 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $26 Shares 485 Est. Cost $45.47 Unrealized +10.4%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $26 Shares 402 Est. Cost $55.71 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $26 Shares 200 Est. Cost $111.48 Unrealized
XTN SPDR SERIES TRUST 0.0%
Value ($000) $25 Shares 300 Est. Cost $73.86 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $25 Shares 374 Est. Cost $64.20 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $25 Shares 225 Est. Cost $100.53 Unrealized +11.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $25 Shares 138 Est. Cost $132.22 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $25 Shares 1,443 Est. Cost $15.66 Unrealized +6.9%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 900 Est. Cost $14.39 Unrealized +65.0%
FDX FEDEX CORP 0.0%
Value ($000) $24 Shares 100 Est. Cost $253.59 Unrealized -10.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $23 Shares 90 Est. Cost $250.69 Unrealized +2.6%
NOBL PROSHARES TR 0.0%
Value ($000) $23 Shares 227 Est. Cost $102.18 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $23 Shares 2,077 Est. Cost $15.06 Unrealized -18.2%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $23 Shares 134 Est. Cost $158.03 Unrealized +6.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $23 Shares 109 Est. Cost $198.86 Unrealized +4.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $23 Shares 576 Est. Cost $41.43 Unrealized +4.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $22 Shares 120 Est. Cost $223.11 Unrealized -17.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $22 Shares 291 Est. Cost $68.62 Unrealized +5.2%
NOK NOKIA CORP 0.0%
Value ($000) $22 Shares 4,560 Est. Cost $4.84 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $37.65 Unrealized +9.0%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $22 Shares 600 Est. Cost $20.21 Unrealized +97.2%
FEDERATED HERMES PREM MUNI I 0.0%
Value ($000) $21 Shares 1,947 Est. Cost $10.86 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $21 Shares 300 Est. Cost $73.16 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $21 Shares 1,556 Est. Cost $11.76 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $21 Shares 200 Est. Cost $103.47 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $20 Shares 50 Est. Cost $308.88 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $20 Shares 378 Est. Cost $43.22 Unrealized +13.8%
DTE DTE ENERGY CO 0.0%
Value ($000) $20 Shares 142 Est. Cost $123.63 Unrealized +9.1%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $20 Shares 1,055 Est. Cost $10.37 Unrealized +33.6%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $20 Shares 448 Est. Cost $41.21 Unrealized
BCBP BCB BANCORP INC 0.0%
Value ($000) $19 Shares 2,228 Est. Cost $9.81 Unrealized -14.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 80 Est. Cost $217.32 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 65 Est. Cost $258.61 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $19 Shares 1,471 Est. Cost $14.32 Unrealized -4.2%
IWR ISHARES TR 0.0%
Value ($000) $18 Shares 190 Est. Cost $85.07 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $18 Shares 309 Est. Cost $51.49 Unrealized
UNILEVER PLC 0.0%
Value ($000) $18 Shares 300 Est. Cost $59.55 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $17 Shares 555 Est. Cost $30.21 Unrealized +2.1%
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $17 Shares 2,245 Est. Cost $6.29 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $17 Shares 72 Est. Cost $234.46 Unrealized -4.8%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 645 Est. Cost $23.61 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $17 Shares 404 Est. Cost $42.07 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $17 Shares 273 Est. Cost $52.73 Unrealized +10.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $16 Shares 36 Est. Cost $553.02 Unrealized -13.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $16 Shares 83 Est. Cost $145.25 Unrealized +20.1%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $16 Shares 194 Est. Cost $76.90 Unrealized +3.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $16 Shares 110 Est. Cost $120.10 Unrealized +10.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $15 Shares 74 Est. Cost $216.97 Unrealized -8.6%
CI THE CIGNA GROUP 0.0%
Value ($000) $15 Shares 50 Est. Cost $295.68 Unrealized -0.8%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $14 Shares 832 Est. Cost $18.58 Unrealized
ARKX ARK ETF TR 0.0%
Value ($000) $14 Shares 499 Est. Cost $17.74 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $77.19 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 81 Est. Cost $165.11 Unrealized +0.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $14 Shares 108 Est. Cost $118.30 Unrealized +14.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $14 Shares 50 Est. Cost $174.34 Unrealized
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $14 Shares 276 Est. Cost $43.93 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $118.31 Unrealized 0.0%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $14 Shares 2,730 Est. Cost $4.89 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 135 Est. Cost $81.10 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $13 Shares 334 Est. Cost $36.73 Unrealized +3.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $13 Shares 26 Est. Cost $488.40 Unrealized -0.8%
WU WESTERN UN CO 0.0%
Value ($000) $13 Shares 1,609 Est. Cost $10.58 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $13 Shares 65 Est. Cost $170.88 Unrealized
GXC SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 118 Est. Cost $87.80 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $12 Shares 89 Est. Cost $129.09 Unrealized +8.5%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $12 Shares 1,052 Est. Cost $10.47 Unrealized +6.5%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $145.49 Unrealized -8.8%
TOTALENERGIES SE 0.0%
Value ($000) $12 Shares 200 Est. Cost $64.69 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $12 Shares 155 Est. Cost $73.45 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $11 Shares 218 Est. Cost $33.51 Unrealized +39.4%
ITB ISHARES TR 0.0%
Value ($000) $11 Shares 105 Est. Cost $95.57 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $11 Shares 70 Est. Cost $100.05 Unrealized +55.2%
NYLI MACKAY DEFINEDTERM MUNI 0.0%
Value ($000) $11 Shares 745 Est. Cost $15.08 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $11 Shares 30 Est. Cost $314.50 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $11 Shares 176 Est. Cost $64.12 Unrealized
BCE BCE INC 0.0%
Value ($000) $11 Shares 471 Est. Cost $22.06 Unrealized +6.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $11 Shares 143 Est. Cost $73.51 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $11 Shares 174 Est. Cost $59.77 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $11 Shares 248 Est. Cost $49.54 Unrealized -9.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $10 Shares 133 Est. Cost $31.89 Unrealized -2.4%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $10 Shares 204 Est. Cost $36.49 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $10 Shares 70 Est. Cost $101.39 Unrealized +27.0%
NUVEEN DOW 30 DYNMC OVERWRT 0.0%
Value ($000) $10 Shares 672 Est. Cost $14.51 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 111 Est. Cost $92.60 Unrealized
CIM CHIMERA INVT CORP 0.0%
Value ($000) $10 Shares 749 Est. Cost $12.83 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $10 Shares 70 Est. Cost $142.96 Unrealized -5.4%
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $9 Shares 256 Est. Cost $34.30 Unrealized
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value ($000) $9 Shares 522 Est. Cost $16.92 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 86 Est. Cost $96.16 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 188 Est. Cost $44.26 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $8 Shares 85 Est. Cost $90.58 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.18 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $8 Shares 71 Est. Cost $97.17 Unrealized +6.2%
BUZZ VANECK ETF TRUST 0.0%
Value ($000) $8 Shares 212 Est. Cost $36.14 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $8 Shares 1,321 Est. Cost $5.61 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $7 Shares 27 Est. Cost $357.69 Unrealized -15.5%
MLPA GLOBAL X FDS 0.0%
Value ($000) $7 Shares 153 Est. Cost $53.23 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $7 Shares 96 Est. Cost $63.52 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $7 Shares 36 Est. Cost $184.92 Unrealized +3.5%
AA ALCOA CORP 0.0%
Value ($000) $7 Shares 222 Est. Cost $34.60 Unrealized -10.5%
DIV GLOBAL X FDS 0.0%
Value ($000) $7 Shares 389 Est. Cost $17.69 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $7 Shares 1,125 Est. Cost $5.51 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $6 Shares 85 Est. Cost $81.26 Unrealized -8.3%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $103.04 Unrealized +8.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $6 Shares 227 Est. Cost $28.34 Unrealized -6.6%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $6 Shares 97 Est. Cost $50.82 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $6 Shares 100 Est. Cost $38.80 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $6 Shares 487 Est. Cost $9.37 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.88 Unrealized +1.3%
TPR TAPESTRY INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $74.57 Unrealized +39.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $6 Shares 25 Est. Cost $218.39 Unrealized +2.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $6 Shares 56 Est. Cost $105.94 Unrealized -6.9%
PRCT PROCEPT BIOROBOTICS CORP 0.0%
Value ($000) $5 Shares 150 Est. Cost $68.28 Unrealized -33.1%
TDC TERADATA CORP DEL 0.0%
Value ($000) $5 Shares 242 Est. Cost $27.05 Unrealized -20.4%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $5 Shares 118 Est. Cost $47.97 Unrealized -5.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $90.47 Unrealized -29.9%
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 440 Est. Cost $8.10 Unrealized +34.8%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $145.19 Unrealized +25.4%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $5 Shares 10 Est. Cost $483.10 Unrealized
L LOEWS CORP 0.0%
Value ($000) $5 Shares 47 Est. Cost $85.35 Unrealized +10.7%
IJK ISHARES TR 0.0%
Value ($000) $5 Shares 48 Est. Cost $83.27 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.69 Unrealized +5.8%
HPQ HP INC 0.0%
Value ($000) $4 Shares 160 Est. Cost $30.36 Unrealized -13.9%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $81.60 Unrealized 0.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $4 Shares 13 Est. Cost $278.85 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $4 Shares 6 Est. Cost $558.87 Unrealized +25.1%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $134.47 Unrealized +22.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $4 Shares 160 Est. Cost $19.41 Unrealized +12.8%
VTRS VIATRIS INC 0.0%
Value ($000) $4 Shares 396 Est. Cost $10.02 Unrealized -4.6%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $4 Shares 312 Est. Cost $12.91 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 134 Est. Cost $24.48 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $4 Shares 106 Est. Cost $33.60 Unrealized +9.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 117 Est. Cost $23.78 Unrealized +27.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $76.24 Unrealized -7.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $41.39 Unrealized +11.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $112.66 Unrealized -21.8%
ESGU ISHARES TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.91 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.03 Unrealized +4.5%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $3 Shares 4 Est. Cost $708.39 Unrealized +3.8%
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 51 Est. Cost $50.14 Unrealized +16.2%
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value ($000) $3 Shares 1,200 Est. Cost $3.30 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $3 Shares 350 Est. Cost $8.04 Unrealized
SOBO SOUTH BOW CORP 0.0%
Value ($000) $3 Shares 97 Est. Cost $24.08 Unrealized +12.9%
OGIG ALPS ETF TR 0.0%
Value ($000) $3 Shares 46 Est. Cost $43.57 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $103.19 Unrealized +0.4%
SNAP SNAP INC 0.0%
Value ($000) $3 Shares 325 Est. Cost $8.30 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.22 Unrealized 0.0%
IAGG ISHARES TR 0.0%
Value ($000) $2 Shares 47 Est. Cost $49.98 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.99 Unrealized -11.8%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $2 Shares 19 Est. Cost $109.40 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 11 Est. Cost $175.57 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.25 Unrealized +17.5%
OKLO OKLO INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $34.52 Unrealized +126.8%
TOST TOAST INC 0.0%
Value ($000) $2 Shares 58 Est. Cost $37.44 Unrealized +15.9%
CAVA CAVA GROUP INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $98.04 Unrealized -22.7%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $2 Shares 64 Est. Cost $29.83 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 85 Est. Cost $25.59 Unrealized -14.5%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.57 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $37.45 Unrealized +7.1%
PFF ISHARES TR 0.0%
Value ($000) $2 Shares 64 Est. Cost $30.72 Unrealized
TEM TEMPUS AI INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $53.98 Unrealized +29.7%
AFL AFLAC INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $103.94 Unrealized +0.2%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.00 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $142.18 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.69 Unrealized -2.1%
KVUE KENVUE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.38 Unrealized -6.2%
PINS PINTEREST INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.88 Unrealized +7.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $571.74 Unrealized +28.5%
COR CENCORA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $293.50 Unrealized 0.0%
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.10 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $127.38 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $37.48 Unrealized -8.3%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $106.86 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $108.24 Unrealized -8.4%
EFV ISHARES TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $58.90 Unrealized
IREN IREN LIMITED 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.29 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $72.05 Unrealized +2.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 24 Est. Cost $56.83 Unrealized 0.0%
EFG ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $100.00 Unrealized
VXX BARCLAYS BANK PLC 0.0%
Value ($000) $1 Shares 41 Est. Cost $51.46 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $242.13 Unrealized +40.0%
MET METLIFE INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $81.16 Unrealized -4.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1 Shares 14 Est. Cost $82.53 Unrealized +5.5%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $265.79 Unrealized +1.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $143.17 Unrealized -4.2%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $594.66 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $252.37 Unrealized -8.2%
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $74.64 Unrealized +0.3%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.27 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $140.33 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.06 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $169.70 Unrealized +26.5%
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $80.02 Unrealized +15.3%
SJM SMUCKER J M CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $104.34 Unrealized +2.5%
PJT PJT PARTNERS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $156.40 Unrealized +14.8%
BP BP PLC 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.75 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $35.49 Unrealized -21.4%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 98 Est. Cost $15.11 Unrealized -35.3%
WAB WABTEC 0.0%
Value ($000) $1 Shares 5 Est. Cost $190.90 Unrealized +3.2%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $1 Shares 6 Est. Cost $158.04 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $479.13 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.75 Unrealized
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $1 Shares 120 Est. Cost $4.02 Unrealized +46.9%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.64 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.69 Unrealized -12.9%
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value ($000) $1 Shares 29 Est. Cost $17.07 Unrealized +51.4%
OI O-I GLASS INC 0.0%
Value ($000) $1 Shares 59 Est. Cost $11.37 Unrealized +19.9%
KHYB KRANESHARES TRUST 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.10 Unrealized
BGS B & G FOODS INC NEW 0.0%
Value ($000) $1 Shares 160 Est. Cost $5.70 Unrealized -29.6%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $1 Shares 4 Est. Cost $136.83 Unrealized 0.0%
OEF ISHARES TR 0.0%
Value ($000) $1 Shares 2 Est. Cost $270.50 Unrealized
OCFC OCEANFIRST FINL CORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $16.94 Unrealized +2.7%
MJ AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $19.47 Unrealized
KARS KRANESHARES TRUST 0.0%
Value ($000) $1 Shares 20 Est. Cost $21.20 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $18.09 Unrealized +5.4%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $31.03 Unrealized +25.6%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 28 Est. Cost $20.31 Unrealized
VICE ADVISORSHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $31.47 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.96 Unrealized -5.3%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.29 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $93.60 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 10 Est. Cost $46.30 Unrealized
CIGI COLLIERS INTL GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $130.78 Unrealized +17.5%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.21 Unrealized +16.6%
CASS CASS INFORMATION SYS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.35 Unrealized +1.8%
UMH UMH PPTYS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $18.69 Unrealized
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.75 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.47 Unrealized -1.6%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.63 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $159.68 Unrealized -1.6%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $17.72 Unrealized -18.1%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $263.86 Unrealized -31.4%
TLH ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.67 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.30 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $37.89 Unrealized +5.2%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $196.30 Unrealized -20.2%
PGYWW PAGAYA TECHNOLOGIES LTD 0.0%
Value ($000) $0 Shares 434 Est. Cost $0.50 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.00 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.19 Unrealized 0.0%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.74 Unrealized +17.0%
IYR ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.00 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.25 Unrealized
CURB CURBLINE PPTYS CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.13 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 13 Est. Cost $19.42 Unrealized -26.9%
CTXR CITIUS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 120 Est. Cost $2.39 Unrealized -41.8%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.13 Unrealized 0.0%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $0 Shares 11 Est. Cost $11.74 Unrealized +12.3%
UP WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $1.38 Unrealized +32.4%
SNDL SNDL INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.70 Unrealized +18.2%
CRSR CORSAIR GAMING INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $9.86 Unrealized -8.7%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.00 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.48 Unrealized +2.0%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.45 Unrealized +8.7%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.90 Unrealized +23.7%
WEN WENDYS CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $15.04 Unrealized -31.7%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.38 Unrealized +20.5%
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.50 Unrealized
AES AES CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.02 Unrealized +15.9%
ANF ABERCROMBIE & FITCH CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.66 Unrealized -13.3%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.00 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.50 Unrealized
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 55 Est. Cost $1.76 Unrealized -26.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.12 Unrealized -22.8%
QSIG WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.00 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $37.50 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 45 Est. Cost $1.04 Unrealized +7.1%
SHAG WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.00 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.00 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.40 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.67 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 11 Est. Cost $4.55 Unrealized -12.9%
USFR WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.00 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.85 Unrealized -5.2%
LAVA THERAPEUTICS NV 0.0%
Value ($000) $0 Shares 26 Est. Cost $1.54 Unrealized
SITC SITE CTRS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.75 Unrealized
STEM STEM INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.97 Unrealized +57.6%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.39 Unrealized -14.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $4.98 Unrealized -3.7%
BITO PROSHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.00 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $5.16 Unrealized -54.2%
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.11 Unrealized +7.7%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $12.14 Unrealized -0.5%
ALBT AVALON GLOBOCARE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $4.88 Unrealized -51.1%
GNLN GREENLANE HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.27 Unrealized -93.6%
PLBY PLAYBOY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.56 Unrealized +9.9%
TXMD THERAPEUTICSMD INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized +12.5%