Smallwood Wealth Investment Management, LLC Diversified Active

Location: Red Bank, NJ

CIK: 0001921304 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 23, 2026

Total Value: $191M (100.0% shares, 0.0% debt)

Holdings (509)

ITOT ISHARES TR 26.9%
Value $51.41M Shares 345,754 Est. Cost $107.43 Unrealized
AAPL APPLE INC 6.6%
Value $12.62M Shares 46,405 Est. Cost $158.78 Unrealized +69.0%
VTI VANGUARD INDEX FDS 5.3%
Value $10.09M Shares 30,100 Est. Cost $240.69 Unrealized
VOE VANGUARD INDEX FDS 4.1%
Value $7.911M Shares 44,600 Est. Cost $150.10 Unrealized
FRDM EA SERIES TRUST 3.1%
Value $5.975M Shares 116,545 Est. Cost $29.12 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 2.9%
Value $5.584M Shares 34,479 Est. Cost $125.37 Unrealized +24.6%
HELO J P MORGAN EXCHANGE TRADED F 2.9%
Value $5.499M Shares 82,784 Est. Cost $62.87 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.8%
Value $5.414M Shares 124,054 Est. Cost $25.24 Unrealized
PULS PGIM ETF TR 2.4%
Value $4.629M Shares 93,354 Est. Cost $49.44 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 2.1%
Value $4.017M Shares 115,921 Est. Cost $22.45 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 2.1%
Value $3.952M Shares 162,444 Est. Cost $24.24 Unrealized
DWM WISDOMTREE TR 2.1%
Value $3.946M Shares 57,383 Est. Cost $54.11 Unrealized
VDE VANGUARD WORLD FD 1.5%
Value $2.866M Shares 22,762 Est. Cost $121.92 Unrealized
AMJB JPMORGAN CHASE FINL CO LLC 1.4%
Value $2.754M Shares 92,080 Est. Cost $29.20 Unrealized
PM PHILIP MORRIS INTL INC 1.3%
Value $2.551M Shares 15,906 Est. Cost $76.31 Unrealized +101.2%
NVDA NVIDIA CORPORATION 1.3%
Value $2.529M Shares 13,561 Est. Cost $94.37 Unrealized +97.2%
GUNR FLEXSHARES TR 1.3%
Value $2.491M Shares 54,332 Est. Cost $38.57 Unrealized
MSFT MICROSOFT CORP 1.3%
Value $2.437M Shares 5,038 Est. Cost $322.98 Unrealized +55.0%
GOOG ALPHABET INC 1.2%
Value $2.265M Shares 7,217 Est. Cost $116.95 Unrealized +144.8%
JEPQ J P MORGAN EXCHANGE TRADED F 1.1%
Value $2.048M Shares 35,238 Est. Cost $56.14 Unrealized
MUB ISHARES TR 1.0%
Value $1.919M Shares 17,920 Est. Cost $102.59 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.0%
Value $1.841M Shares 38,882 Est. Cost $47.04 Unrealized
RZV INVESCO EXCHANGE TRADED FD T 1.0%
Value $1.836M Shares 15,439 Est. Cost $106.07 Unrealized
RWR SPDR SERIES TRUST 0.9%
Value $1.789M Shares 18,213 Est. Cost $109.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value $1.727M Shares 5,831 Est. Cost $111.70 Unrealized +167.5%
XOM EXXON MOBIL CORP 0.8%
Value $1.511M Shares 12,557 Est. Cost $54.97 Unrealized +110.1%
SCHF SCHWAB STRATEGIC TR 0.7%
Value $1.328M Shares 55,238 Est. Cost $23.38 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value $1.277M Shares 22,302 Est. Cost $56.23 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value $1.225M Shares 8,546 Est. Cost $134.50 Unrealized +9.4%
VOO VANGUARD INDEX FDS 0.5%
Value $1.035M Shares 1,649 Est. Cost $430.00 Unrealized
AMZN AMAZON COM INC 0.5%
Value $935K Shares 4,049 Est. Cost $139.78 Unrealized +63.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.4%
Value $840K Shares 3,765 Est. Cost $197.08 Unrealized +15.3%
NFLX NETFLIX INC 0.4%
Value $714K Shares 7,610 Est. Cost $99.34 Unrealized +8.5%
AVGO BROADCOM INC 0.4%
Value $670K Shares 1,936 Est. Cost $154.33 Unrealized +131.3%
CVX CHEVRON CORP NEW 0.3%
Value $649K Shares 4,257 Est. Cost $103.58 Unrealized +46.2%
JPM JPMORGAN CHASE & CO. 0.3%
Value $647K Shares 2,008 Est. Cost $146.87 Unrealized +110.8%
DIS DISNEY WALT CO 0.3%
Value $627K Shares 5,509 Est. Cost $145.29 Unrealized -24.6%
HD HOME DEPOT INC 0.3%
Value $608K Shares 1,767 Est. Cost $310.32 Unrealized +17.5%
PGNY PROGYNY INC 0.3%
Value $603K Shares 23,477 Est. Cost $22.73 Unrealized +1.2%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value $599K Shares 8,140 Est. Cost $45.45 Unrealized
CAT CATERPILLAR INC 0.3%
Value $589K Shares 1,028 Est. Cost $224.01 Unrealized +148.0%
MDLZ MONDELEZ INTL INC 0.3%
Value $573K Shares 10,641 Est. Cost $55.56 Unrealized +2.7%
ABBV ABBVIE INC 0.3%
Value $563K Shares 2,462 Est. Cost $130.44 Unrealized +74.4%
ORCL ORACLE CORP 0.3%
Value $509K Shares 2,610 Est. Cost $85.14 Unrealized +179.6%
JNJ JOHNSON & JOHNSON 0.3%
Value $498K Shares 2,403 Est. Cost $147.82 Unrealized +33.3%
LQD ISHARES TR 0.3%
Value $491K Shares 4,453 Est. Cost $102.49 Unrealized
NJR NEW JERSEY RES CORP 0.3%
Value $490K Shares 10,615 Est. Cost $35.71 Unrealized +28.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value $444K Shares 5,526 Est. Cost $56.21 Unrealized +44.2%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $439K Shares 2,471 Est. Cost $88.37 Unrealized +104.9%
T AT&T INC 0.2%
Value $426K Shares 17,138 Est. Cost $14.69 Unrealized +72.1%
META META PLATFORMS INC 0.2%
Value $425K Shares 644 Est. Cost $534.36 Unrealized +24.9%
IWM ISHARES TR 0.2%
Value $417K Shares 1,695 Est. Cost $222.39 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.2%
Value $414K Shares 65,720 Est. Cost $4.71 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.2%
Value $396K Shares 8,131 Est. Cost $48.30 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value $385K Shares 5,046 Est. Cost $81.58 Unrealized
MS MORGAN STANLEY 0.2%
Value $366K Shares 2,058 Est. Cost $96.90 Unrealized +71.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $355K Shares 6,574 Est. Cost $56.58 Unrealized -16.0%
PEP PEPSICO INC 0.2%
Value $344K Shares 2,395 Est. Cost $146.38 Unrealized -0.3%
MRK MERCK & CO INC 0.2%
Value $340K Shares 3,232 Est. Cost $72.95 Unrealized +27.8%
BIV VANGUARD BD INDEX FDS 0.2%
Value $337K Shares 4,331 Est. Cost $73.48 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value $332K Shares 5,842 Est. Cost $34.74 Unrealized
VLY VALLEY NATL BANCORP 0.2%
Value $326K Shares 27,915 Est. Cost $13.88 Unrealized -20.1%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value $317K Shares 2,700 Est. Cost $66.46 Unrealized +61.1%
MO ALTRIA GROUP INC 0.2%
Value $312K Shares 5,410 Est. Cost $33.04 Unrealized +79.7%
MTB M & T BK CORP 0.2%
Value $307K Shares 1,523 Est. Cost $134.29 Unrealized +41.5%
GOOGL ALPHABET INC 0.2%
Value $302K Shares 966 Est. Cost $184.87 Unrealized +54.5%
BA BOEING CO 0.2%
Value $297K Shares 1,366 Est. Cost $172.09 Unrealized +19.5%
AMGN AMGEN INC 0.2%
Value $289K Shares 884 Est. Cost $261.46 Unrealized +20.8%
CL COLGATE PALMOLIVE CO 0.1%
Value $280K Shares 3,549 Est. Cost $70.92 Unrealized +10.4%
JLL JONES LANG LASALLE INC 0.1%
Value $275K Shares 816 Est. Cost $242.49 Unrealized +29.3%
AXP AMERICAN EXPRESS CO 0.1%
Value $265K Shares 715 Est. Cost $283.58 Unrealized +25.9%
LIN LINDE PLC 0.1%
Value $258K Shares 605 Est. Cost $357.10 Unrealized +19.7%
WMT WALMART INC 0.1%
Value $257K Shares 2,310 Est. Cost $73.75 Unrealized +45.4%
CMCSA COMCAST CORP NEW 0.1%
Value $249K Shares 8,345 Est. Cost $43.78 Unrealized -34.8%
V VISA INC 0.1%
Value $223K Shares 635 Est. Cost $336.52 Unrealized +1.1%
MCD MCDONALDS CORP 0.1%
Value $221K Shares 722 Est. Cost $268.33 Unrealized +13.7%
LLY ELI LILLY & CO 0.1%
Value $216K Shares 201 Est. Cost $816.09 Unrealized +17.1%
GLD SPDR GOLD TR 0.1%
Value $208K Shares 525 Est. Cost $293.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $204K Shares 5,015 Est. Cost $32.82 Unrealized +23.4%
BX BLACKSTONE INC 0.1%
Value $200K Shares 1,298 Est. Cost $168.78 Unrealized -10.3%
SHOP SHOPIFY INC 0.1%
Value $200K Shares 1,243 Est. Cost $116.44 Unrealized +37.9%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $199K Shares 4,001 Est. Cost $49.20 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.1%
Value $194K Shares 15,357 Est. Cost $14.88 Unrealized
FSK FS KKR CAP CORP 0.1%
Value $193K Shares 13,043 Est. Cost $11.76 Unrealized +25.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $188K Shares 491 Est. Cost $410.72 Unrealized -2.4%
CPRX CATALYST PHARMACEUTICALS INC 0.1%
Value $187K Shares 8,000 Est. Cost $22.59 Unrealized -1.4%
RTX RTX CORPORATION 0.1%
Value $182K Shares 991 Est. Cost $124.76 Unrealized +38.9%
IEFA ISHARES TR 0.1%
Value $178K Shares 1,994 Est. Cost $76.49 Unrealized
IVT INVENTRUST PPTYS CORP 0.1%
Value $171K Shares 6,064 Est. Cost $28.91 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $171K Shares 353 Est. Cost $450.27 Unrealized +5.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value $168K Shares 1,164 Est. Cost $180.45 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $162K Shares 630 Est. Cost $295.41 Unrealized -10.4%
CSCO CISCO SYS INC 0.1%
Value $159K Shares 2,062 Est. Cost $60.10 Unrealized +22.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value $152K Shares 523 Est. Cost $245.41 Unrealized +14.3%
WFC WELLS FARGO CO NEW 0.1%
Value $150K Shares 1,613 Est. Cost $74.90 Unrealized +15.7%
CHD CHURCH & DWIGHT CO INC 0.1%
Value $150K Shares 1,787 Est. Cost $105.85 Unrealized -19.4%
LOW LOWES COS INC 0.1%
Value $147K Shares 610 Est. Cost $242.06 Unrealized -0.9%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $142K Shares 1,675 Est. Cost $96.69 Unrealized -9.5%
AVUV AMERICAN CENTY ETF TR 0.1%
Value $142K Shares 1,390 Est. Cost $87.17 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $137K Shares 1,172 Est. Cost $110.55 Unrealized +10.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value $137K Shares 201 Est. Cost $628.27 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $131K Shares 4,026 Est. Cost $25.89 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value $129K Shares 610 Est. Cost $223.94 Unrealized -4.2%
PTCT PTC THERAPEUTICS INC 0.1%
Value $128K Shares 1,683 Est. Cost $49.90 Unrealized +45.6%
SCHH SCHWAB STRATEGIC TR 0.1%
Value $126K Shares 6,008 Est. Cost $21.51 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value $123K Shares 591 Est. Cost $183.33 Unrealized +5.2%
PFE PFIZER INC 0.1%
Value $122K Shares 4,904 Est. Cost $24.71 Unrealized +1.3%
BLK BLACKROCK INC 0.1%
Value $122K Shares 114 Est. Cost $967.78 Unrealized +12.6%
VB VANGUARD INDEX FDS 0.1%
Value $120K Shares 465 Est. Cost $222.83 Unrealized
IWN ISHARES TR 0.1%
Value $119K Shares 658 Est. Cost $151.20 Unrealized
ABT ABBOTT LABS 0.1%
Value $119K Shares 953 Est. Cost $125.48 Unrealized +1.5%
GEV GE VERNOVA INC 0.1%
Value $117K Shares 179 Est. Cost $383.69 Unrealized +58.7%
SO SOUTHERN CO 0.1%
Value $114K Shares 1,310 Est. Cost $84.13 Unrealized +8.0%
LPLA LPL FINL HLDGS INC 0.1%
Value $111K Shares 312 Est. Cost $348.23 Unrealized +1.6%
MA MASTERCARD INCORPORATED 0.1%
Value $108K Shares 189 Est. Cost $542.01 Unrealized +3.1%
TSLA TESLA INC 0.1%
Value $108K Shares 240 Est. Cost $334.18 Unrealized +32.7%
KO COCA COLA CO 0.1%
Value $105K Shares 1,505 Est. Cost $64.97 Unrealized +6.8%
BAC BANK AMERICA CORP 0.1%
Value $104K Shares 1,892 Est. Cost $45.06 Unrealized +16.9%
AGG ISHARES TR 0.1%
Value $104K Shares 1,039 Est. Cost $98.92 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $100K Shares 116 Est. Cost $968.45 Unrealized -6.5%
QQQ INVESCO QQQ TR 0.1%
Value $95,918 Shares 156 Est. Cost $469.27 Unrealized
CRM SALESFORCE INC 0.0%
Value $89,644 Shares 338 Est. Cost $309.01 Unrealized -19.7%
GLW CORNING INC 0.0%
Value $89,573 Shares 1,023 Est. Cost $48.55 Unrealized +77.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value $89,389 Shares 770 Est. Cost $83.58 Unrealized +32.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $89,004 Shares 1,302 Est. Cost $65.17 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $88,645 Shares 1,117 Est. Cost $57.99 Unrealized +35.7%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $88,337 Shares 790 Est. Cost $95.01 Unrealized +6.4%
GE GE AEROSPACE 0.0%
Value $86,556 Shares 281 Est. Cost $195.73 Unrealized +53.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $83,847 Shares 254 Est. Cost $473.41 Unrealized -28.8%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $83,241 Shares 580 Est. Cost $129.71 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value $81,702 Shares 1,280 Est. Cost $90.41 Unrealized -32.5%
VLO VALERO ENERGY CORP 0.0%
Value $81,395 Shares 500 Est. Cost $129.37 Unrealized +30.5%
AVDV AMERICAN CENTY ETF TR 0.0%
Value $80,438 Shares 856 Est. Cost $69.74 Unrealized
ETN EATON CORP PLC 0.0%
Value $79,627 Shares 250 Est. Cost $308.54 Unrealized +14.9%
NSC NORFOLK SOUTHN CORP 0.0%
Value $79,398 Shares 275 Est. Cost $239.35 Unrealized +20.6%
MU MICRON TECHNOLOGY INC 0.0%
Value $78,976 Shares 276 Est. Cost $95.73 Unrealized +139.6%
KMI KINDER MORGAN INC DEL 0.0%
Value $78,841 Shares 2,868 Est. Cost $26.70 Unrealized +0.8%
COF CAPITAL ONE FINL CORP 0.0%
Value $78,039 Shares 322 Est. Cost $185.05 Unrealized +20.1%
CMI CUMMINS INC 0.0%
Value $76,567 Shares 150 Est. Cost $346.08 Unrealized +34.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $76,487 Shares 132 Est. Cost $501.06 Unrealized +12.8%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $74,074 Shares 1,533 Est. Cost $48.84 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $72,085 Shares 150 Est. Cost $419.88 Unrealized
IWF ISHARES TR 0.0%
Value $70,995 Shares 150 Est. Cost $361.09 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $70,408 Shares 275 Est. Cost $225.31 Unrealized +10.7%
IEMG ISHARES INC 0.0%
Value $69,438 Shares 1,033 Est. Cost $54.10 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $68,842 Shares 822 Est. Cost $81.87 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $68,450 Shares 1,850 Est. Cost $54.38 Unrealized -33.5%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value $68,319 Shares 900 Est. Cost $30.35 Unrealized +169.7%
IVV ISHARES TR 0.0%
Value $67,106 Shares 97 Est. Cost $565.66 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $66,513 Shares 987 Est. Cost $80.64 Unrealized -20.1%
MTZ MASTEC INC 0.0%
Value $65,211 Shares 300 Est. Cost $134.92 Unrealized +55.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $63,420 Shares 550 Est. Cost $98.44 Unrealized +19.6%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $62,664 Shares 890 Est. Cost $64.52 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $61,624 Shares 360 Est. Cost $78.11 Unrealized +98.9%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value $60,271 Shares 4,100 Est. Cost $13.12 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $60,082 Shares 1,097 Est. Cost $51.50 Unrealized
S SENTINELONE INC 0.0%
Value $60,000 Shares 4,000 Est. Cost $21.70 Unrealized -24.5%
MDT MEDTRONIC PLC 0.0%
Value $58,692 Shares 611 Est. Cost $87.41 Unrealized +11.1%
SCHX SCHWAB STRATEGIC TR 0.0%
Value $58,502 Shares 2,174 Est. Cost $22.71 Unrealized
ADBE ADOBE INC 0.0%
Value $58,448 Shares 167 Est. Cost $425.09 Unrealized -20.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $58,162 Shares 177 Est. Cost $322.30 Unrealized +1.3%
YUM YUM BRANDS INC 0.0%
Value $57,821 Shares 382 Est. Cost $141.64 Unrealized +4.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $56,919 Shares 1,975 Est. Cost $10.46 Unrealized +123.4%
PUTNAM MANAGED MUN INCOME TR 0.0%
Value $56,430 Shares 9,000 Est. Cost $6.13 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $56,313 Shares 2,053 Est. Cost $27.96 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $55,748 Shares 630 Est. Cost $90.54 Unrealized
KKR KKR & CO INC 0.0%
Value $55,300 Shares 433 Est. Cost $136.88 Unrealized -9.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $54,856 Shares 121 Est. Cost $466.00 Unrealized -7.5%
PPG PPG INDS INC 0.0%
Value $54,380 Shares 530 Est. Cost $112.61 Unrealized -11.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $54,295 Shares 90 Est. Cost $533.48 Unrealized
FNB F N B CORP 0.0%
Value $53,608 Shares 3,135 Est. Cost $14.27 Unrealized +14.0%
BRO BROWN & BROWN INC 0.0%
Value $53,239 Shares 668 Est. Cost $111.13 Unrealized -25.0%
ED CONSOLIDATED EDISON INC 0.0%
Value $52,849 Shares 532 Est. Cost $95.23 Unrealized +3.7%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $52,480 Shares 2,000 Est. Cost $23.72 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $52,366 Shares 416 Est. Cost $103.01 Unrealized +36.6%
AMAT APPLIED MATLS INC 0.0%
Value $52,168 Shares 203 Est. Cost $166.66 Unrealized +43.7%
SLV ISHARES SILVER TR 0.0%
Value $51,536 Shares 800 Est. Cost $30.99 Unrealized
IJH ISHARES TR 0.0%
Value $49,500 Shares 750 Est. Cost $58.35 Unrealized
CB CHUBB LIMITED 0.0%
Value $46,818 Shares 150 Est. Cost $276.46 Unrealized +5.8%
DE DEERE & CO 0.0%
Value $46,557 Shares 100 Est. Cost $461.52 Unrealized +1.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $45,616 Shares 213 Est. Cost $114.49 Unrealized +96.2%
IUSV ISHARES TR 0.0%
Value $45,611 Shares 444 Est. Cost $92.45 Unrealized
EEM ISHARES TR 0.0%
Value $45,518 Shares 832 Est. Cost $43.70 Unrealized
IVE ISHARES TR 0.0%
Value $44,322 Shares 209 Est. Cost $190.58 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $43,613 Shares 426 Est. Cost $100.60 Unrealized +1.6%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $43,258 Shares 305 Est. Cost $126.68 Unrealized +14.4%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value $42,683 Shares 1,120 Est. Cost $31.23 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $41,966 Shares 448 Est. Cost $96.51 Unrealized -6.7%
KRG KITE RLTY GROUP TR 0.0%
Value $41,899 Shares 1,748 Est. Cost $22.34 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $41,340 Shares 300 Est. Cost $112.93 Unrealized +16.5%
C CITIGROUP INC 0.0%
Value $40,962 Shares 351 Est. Cost $76.19 Unrealized +36.0%
SLB SLB LIMITED 0.0%
Value $40,620 Shares 1,058 Est. Cost $39.76 Unrealized -9.3%
EFA ISHARES TR 0.0%
Value $40,236 Shares 419 Est. Cost $81.73 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $39,950 Shares 53 Est. Cost $605.67 Unrealized
BNY MELLON STRATEGIC MUN BD 0.0%
Value $39,858 Shares 6,460 Est. Cost $5.77 Unrealized
NOW SERVICENOW INC 0.0%
Value $39,829 Shares 260 Est. Cost $175.74 Unrealized -2.4%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $39,375 Shares 84 Est. Cost $406.51 Unrealized +25.3%
WELL WELLTOWER INC 0.0%
Value $38,421 Shares 207 Est. Cost $144.10 Unrealized +29.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value $37,995 Shares 465 Est. Cost $72.04 Unrealized +25.0%
SYK STRYKER CORPORATION 0.0%
Value $37,525 Shares 106 Est. Cost $376.98 Unrealized -3.6%
TSCO TRACTOR SUPPLY CO 0.0%
Value $37,507 Shares 750 Est. Cost $53.92 Unrealized -0.4%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value $37,398 Shares 2,437 Est. Cost $14.27 Unrealized
MMM 3M CO 0.0%
Value $36,983 Shares 231 Est. Cost $144.58 Unrealized +12.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $36,932 Shares 1,151 Est. Cost $34.09 Unrealized
IAU ISHARES GOLD TR 0.0%
Value $36,851 Shares 454 Est. Cost $58.96 Unrealized
IEI ISHARES TR 0.0%
Value $36,640 Shares 307 Est. Cost $118.29 Unrealized
F FORD MTR CO 0.0%
Value $36,510 Shares 2,782 Est. Cost $9.27 Unrealized +38.5%
TIP ISHARES TR 0.0%
Value $36,050 Shares 328 Est. Cost $111.06 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $36,020 Shares 2,000 Est. Cost $19.77 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $35,972 Shares 250 Est. Cost $153.78 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $35,327 Shares 100 Est. Cost $265.25 Unrealized +36.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value $35,311 Shares 350 Est. Cost $129.79 Unrealized -16.5%
INTC INTEL CORP 0.0%
Value $35,276 Shares 955 Est. Cost $21.88 Unrealized +72.6%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value $34,913 Shares 1,435 Est. Cost $24.24 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $34,185 Shares 425 Est. Cost $71.86 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $33,666 Shares 100 Est. Cost $255.81 Unrealized +33.2%
SPGI S&P GLOBAL INC 0.0%
Value $33,445 Shares 64 Est. Cost $508.38 Unrealized -2.8%
HANCOCK JOHN PFD INCOME FD 0.0%
Value $33,012 Shares 2,039 Est. Cost $16.58 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $32,965 Shares 1,900 Est. Cost $15.53 Unrealized +4.9%
PSX PHILLIPS 66 0.0%
Value $31,544 Shares 244 Est. Cost $119.14 Unrealized +12.5%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $31,258 Shares 100 Est. Cost $278.46 Unrealized +17.2%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $31,073 Shares 578 Est. Cost $45.26 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $31,067 Shares 139 Est. Cost $146.68 Unrealized +35.2%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $30,402 Shares 109 Est. Cost $233.26 Unrealized +20.7%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value $30,332 Shares 2,395 Est. Cost $12.38 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value $29,255 Shares 576 Est. Cost $41.43 Unrealized +4.5%
FDX FEDEX CORP 0.0%
Value $28,886 Shares 100 Est. Cost $253.59 Unrealized +3.1%
CNP CENTERPOINT ENERGY INC 0.0%
Value $28,755 Shares 750 Est. Cost $32.83 Unrealized +18.4%
DKNG DRAFTKINGS INC NEW 0.0%
Value $27,636 Shares 802 Est. Cost $41.08 Unrealized -19.9%
GILD GILEAD SCIENCES INC 0.0%
Value $27,616 Shares 225 Est. Cost $100.53 Unrealized +20.2%
NVS NOVARTIS AG 0.0%
Value $27,574 Shares 200 Est. Cost $111.48 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value $27,508 Shares 385 Est. Cost $63.00 Unrealized
XTN SPDR SERIES TRUST 0.0%
Value $27,410 Shares 300 Est. Cost $73.86 Unrealized
TRP TC ENERGY CORP 0.0%
Value $26,693 Shares 485 Est. Cost $45.47 Unrealized +17.3%
XLC SELECT SECTOR SPDR TR 0.0%
Value $26,604 Shares 226 Est. Cost $108.53 Unrealized
GIS GENERAL MLS INC 0.0%
Value $26,272 Shares 565 Est. Cost $57.96 Unrealized -18.1%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value $25,341 Shares 402 Est. Cost $55.71 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $25,218 Shares 374 Est. Cost $64.20 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value $24,328 Shares 1,443 Est. Cost $15.66 Unrealized +3.6%
NOBL PROSHARES TR 0.0%
Value $23,623 Shares 227 Est. Cost $102.18 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $23,562 Shares 900 Est. Cost $14.39 Unrealized +93.7%
NEE NEXTERA ENERGY INC 0.0%
Value $23,361 Shares 291 Est. Cost $68.62 Unrealized +20.2%
BDX BECTON DICKINSON & CO 0.0%
Value $23,288 Shares 120 Est. Cost $223.11 Unrealized -15.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $22,167 Shares 90 Est. Cost $250.69 Unrealized -1.2%
CFG CITIZENS FINL GROUP INC 0.0%
Value $22,078 Shares 378 Est. Cost $43.22 Unrealized +24.0%
SHEL SHELL PLC 0.0%
Value $22,044 Shares 300 Est. Cost $73.16 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.0%
Value $22,001 Shares 1,556 Est. Cost $11.76 Unrealized
FEDERATED HERMES PREM MUNI I 0.0%
Value $21,631 Shares 1,947 Est. Cost $10.86 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $21,264 Shares 109 Est. Cost $198.86 Unrealized -1.9%
NI NISOURCE INC 0.0%
Value $20,880 Shares 500 Est. Cost $37.65 Unrealized +13.2%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value $20,872 Shares 448 Est. Cost $41.21 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $20,731 Shares 134 Est. Cost $158.03 Unrealized +3.2%
SBUX STARBUCKS CORP 0.0%
Value $20,726 Shares 246 Est. Cost $97.79 Unrealized -14.0%
MGK VANGUARD WORLD FD 0.0%
Value $20,638 Shares 50 Est. Cost $308.88 Unrealized
STIP ISHARES TR 0.0%
Value $20,478 Shares 200 Est. Cost $103.47 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $20,388 Shares 36 Est. Cost $553.02 Unrealized -3.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $20,228 Shares 138 Est. Cost $132.22 Unrealized
ABR ARBOR REALTY TRUST INC 0.0%
Value $20,176 Shares 2,600 Est. Cost $11.75 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $20,135 Shares 555 Est. Cost $30.21 Unrealized +12.3%
XLY SELECT SECTOR SPDR TR 0.0%
Value $19,105 Shares 160 Est. Cost $168.37 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $18,864 Shares 65 Est. Cost $258.61 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value $18,397 Shares 309 Est. Cost $51.49 Unrealized
DTE DTE ENERGY CO 0.0%
Value $18,315 Shares 142 Est. Cost $123.63 Unrealized +9.0%
IWR ISHARES TR 0.0%
Value $18,291 Shares 190 Est. Cost $85.07 Unrealized
UNP UNION PAC CORP 0.0%
Value $18,274 Shares 79 Est. Cost $233.82 Unrealized -2.8%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $18,171 Shares 206 Est. Cost $83.87 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value $17,550 Shares 645 Est. Cost $23.61 Unrealized
UL UNILEVER PLC 0.0%
Value $17,396 Shares 266 Est. Cost $65.40 Unrealized
DHR DANAHER CORPORATION 0.0%
Value $16,940 Shares 74 Est. Cost $216.97 Unrealized +1.2%
TJX TJX COS INC NEW 0.0%
Value $16,897 Shares 110 Est. Cost $120.10 Unrealized +23.0%
IXC ISHARES TR 0.0%
Value $16,772 Shares 400 Est. Cost $42.07 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value $16,460 Shares 135 Est. Cost $81.10 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $16,458 Shares 81 Est. Cost $165.11 Unrealized +12.4%
OTTR OTTER TAIL CORP 0.0%
Value $15,840 Shares 196 Est. Cost $76.93 Unrealized +4.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $15,194 Shares 50 Est. Cost $174.34 Unrealized
D DOMINION ENERGY INC 0.0%
Value $15,116 Shares 258 Est. Cost $52.73 Unrealized +13.3%
WU WESTERN UN CO 0.0%
Value $14,979 Shares 1,609 Est. Cost $10.58 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $14,511 Shares 136 Est. Cost $80.37 Unrealized
ARKX ARK ETF TR 0.0%
Value $14,461 Shares 499 Est. Cost $17.74 Unrealized
ADC AGREE RLTY CORP 0.0%
Value $14,406 Shares 200 Est. Cost $77.19 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $14,333 Shares 108 Est. Cost $118.30 Unrealized +11.9%
ET ENERGY TRANSFER L P 0.0%
Value $13,903 Shares 843 Est. Cost $18.55 Unrealized
CI THE CIGNA GROUP 0.0%
Value $13,851 Shares 50 Est. Cost $295.68 Unrealized -5.6%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $13,832 Shares 244 Est. Cost $56.69 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value $13,542 Shares 2,786 Est. Cost $4.89 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $13,498 Shares 83 Est. Cost $145.25 Unrealized +28.3%
RIOT RIOT PLATFORMS INC 0.0%
Value $13,366 Shares 1,055 Est. Cost $10.37 Unrealized +65.0%
PR PERMIAN RESOURCES CORP 0.0%
Value $13,328 Shares 950 Est. Cost $14.32 Unrealized -6.2%
HDV ISHARES TR 0.0%
Value $13,255 Shares 109 Est. Cost $121.61 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $13,149 Shares 143 Est. Cost $73.51 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $13,084 Shares 200 Est. Cost $63.23 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $13,068 Shares 26 Est. Cost $488.40 Unrealized +1.9%
NRG NRG ENERGY INC 0.0%
Value $13,057 Shares 82 Est. Cost $109.60 Unrealized +50.8%
WTRG ESSENTIAL UTILS INC 0.0%
Value $12,812 Shares 334 Est. Cost $36.73 Unrealized +7.1%
PIMCO STRATEGIC INCOME FD 0.0%
Value $12,716 Shares 2,283 Est. Cost $6.27 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $12,409 Shares 40 Est. Cost $267.95 Unrealized +6.5%
BIIB BIOGEN INC 0.0%
Value $12,319 Shares 70 Est. Cost $142.96 Unrealized +14.3%
QUAL ISHARES TR 0.0%
Value $11,917 Shares 60 Est. Cost $170.88 Unrealized
AA ALCOA CORP 0.0%
Value $11,797 Shares 222 Est. Cost $34.60 Unrealized +18.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $11,614 Shares 89 Est. Cost $129.09 Unrealized +3.2%
GXC SPDR INDEX SHS FDS 0.0%
Value $11,612 Shares 119 Est. Cost $87.80 Unrealized
IWB ISHARES TR 0.0%
Value $11,487 Shares 30 Est. Cost $314.50 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value $11,480 Shares 155 Est. Cost $73.45 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value $11,313 Shares 175 Est. Cost $59.77 Unrealized
BCE BCE INC 0.0%
Value $11,219 Shares 471 Est. Cost $22.06 Unrealized +4.4%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $11,136 Shares 115 Est. Cost $96.83 Unrealized
NYLI MACKAY DEFINEDTERM MUNI 0.0%
Value $11,078 Shares 745 Est. Cost $15.08 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $11,071 Shares 40 Est. Cost $250.62 Unrealized 0.0%
MLPX GLOBAL X FDS 0.0%
Value $10,787 Shares 178 Est. Cost $64.08 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT 0.0%
Value $10,585 Shares 693 Est. Cost $14.54 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $10,289 Shares 100 Est. Cost $145.49 Unrealized -22.8%
ITB ISHARES TR 0.0%
Value $10,217 Shares 106 Est. Cost $95.57 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $10,045 Shares 218 Est. Cost $33.51 Unrealized +53.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value $9,925 Shares 222 Est. Cost $68.65 Unrealized
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value $9,794 Shares 542 Est. Cost $16.96 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value $9,590 Shares 248 Est. Cost $49.54 Unrealized -23.0%
WDC WESTERN DIGITAL CORP 0.0%
Value $9,474 Shares 55 Est. Cost $105.76 Unrealized +43.3%
CIM CHIMERA INVT CORP 0.0%
Value $9,310 Shares 749 Est. Cost $12.83 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $9,172 Shares 70 Est. Cost $101.39 Unrealized +35.8%
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value $9,162 Shares 256 Est. Cost $34.30 Unrealized
BCBP BCB BANCORP INC 0.0%
Value $8,993 Shares 1,114 Est. Cost $9.81 Unrealized -19.2%
SMDV PROSHARES TR 0.0%
Value $8,986 Shares 136 Est. Cost $66.07 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $8,841 Shares 48 Est. Cost $189.12 Unrealized +6.7%
JNK SPDR SERIES TRUST 0.0%
Value $8,595 Shares 88 Est. Cost $96.19 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $8,497 Shares 71 Est. Cost $97.17 Unrealized +17.6%
EMB ISHARES TR 0.0%
Value $8,183 Shares 85 Est. Cost $90.58 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value $8,010 Shares 1,000 Est. Cost $7.18 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $7,900 Shares 204 Est. Cost $36.49 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value $7,769 Shares 1,321 Est. Cost $5.61 Unrealized
SCZ ISHARES TR 0.0%
Value $7,442 Shares 96 Est. Cost $63.52 Unrealized
MLPA GLOBAL X FDS 0.0%
Value $7,406 Shares 153 Est. Cost $53.23 Unrealized
TDC TERADATA CORP DEL 0.0%
Value $7,366 Shares 242 Est. Cost $27.05 Unrealized -3.3%
HWM HOWMET AEROSPACE INC 0.0%
Value $7,119 Shares 34 Est. Cost $161.02 Unrealized +23.6%
PH PARKER-HANNIFIN CORP 0.0%
Value $7,031 Shares 8 Est. Cost $763.08 Unrealized +7.2%
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value $7,018 Shares 440 Est. Cost $8.10 Unrealized +75.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $6,971 Shares 85 Est. Cost $81.26 Unrealized -4.1%
GABELLI EQUITY TR INC 0.0%
Value $6,941 Shares 1,125 Est. Cost $5.51 Unrealized
BUZZ VANECK ETF TRUST 0.0%
Value $6,919 Shares 212 Est. Cost $36.14 Unrealized
LIT GLOBAL X FDS 0.0%
Value $6,486 Shares 100 Est. Cost $38.80 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value $6,433 Shares 487 Est. Cost $9.37 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $6,309 Shares 101 Est. Cost $51.29 Unrealized
TPR TAPESTRY INC 0.0%
Value $6,260 Shares 49 Est. Cost $74.57 Unrealized +52.9%
CRUS CIRRUS LOGIC INC 0.0%
Value $5,925 Shares 50 Est. Cost $103.04 Unrealized +19.5%
YUMC YUM CHINA HLDGS INC 0.0%
Value $5,639 Shares 118 Est. Cost $47.97 Unrealized -4.5%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value $5,636 Shares 27 Est. Cost $357.69 Unrealized -37.1%
KHC KRAFT HEINZ CO 0.0%
Value $5,575 Shares 229 Est. Cost $28.34 Unrealized -13.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $5,553 Shares 30 Est. Cost $166.88 Unrealized +7.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $5,530 Shares 58 Est. Cost $100.35 Unrealized -2.3%
WM WASTE MGMT INC DEL 0.0%
Value $5,492 Shares 25 Est. Cost $218.39 Unrealized -2.7%
Q QNITY ELECTRONICS INC 0.0%
Value $5,388 Shares 66 Est. Cost $84.91 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value $5,346 Shares 133 Est. Cost $31.89 Unrealized +17.2%
APH AMPHENOL CORP NEW 0.0%
Value $5,270 Shares 39 Est. Cost $121.78 Unrealized +9.7%
ASGN ASGN INC 0.0%
Value $5,154 Shares 107 Est. Cost $46.10 Unrealized 0.0%
L LOEWS CORP 0.0%
Value $5,039 Shares 47 Est. Cost $85.35 Unrealized +20.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $5,035 Shares 56 Est. Cost $105.94 Unrealized -10.7%
VTRS VIATRIS INC 0.0%
Value $4,930 Shares 396 Est. Cost $10.02 Unrealized +7.0%
ITA ISHARES TR 0.0%
Value $4,723 Shares 22 Est. Cost $214.68 Unrealized
PRCT PROCEPT BIOROBOTICS CORP 0.0%
Value $4,719 Shares 150 Est. Cost $68.28 Unrealized -51.4%
ROST ROSS STORES INC 0.0%
Value $4,683 Shares 26 Est. Cost $155.33 Unrealized +7.3%
FITB FIFTH THIRD BANCORP 0.0%
Value $4,681 Shares 100 Est. Cost $40.69 Unrealized +7.3%
SMH VANECK ETF TRUST 0.0%
Value $4,681 Shares 13 Est. Cost $278.85 Unrealized
IJK ISHARES TR 0.0%
Value $4,650 Shares 48 Est. Cost $83.27 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $4,395 Shares 5 Est. Cost $716.71 Unrealized +13.5%
LUV SOUTHWEST AIRLS CO 0.0%
Value $4,133 Shares 100 Est. Cost $31.03 Unrealized +12.1%
EA ELECTRONIC ARTS INC 0.0%
Value $4,086 Shares 20 Est. Cost $134.47 Unrealized +50.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $3,868 Shares 39 Est. Cost $112.66 Unrealized -17.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $3,843 Shares 160 Est. Cost $19.41 Unrealized +20.8%
TTD THE TRADE DESK INC 0.0%
Value $3,796 Shares 100 Est. Cost $90.47 Unrealized -51.0%
RWX SPDR INDEX SHS FDS 0.0%
Value $3,752 Shares 134 Est. Cost $24.48 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value $3,697 Shares 312 Est. Cost $12.91 Unrealized
CCL CARNIVAL CORP 0.0%
Value $3,573 Shares 117 Est. Cost $23.78 Unrealized +17.2%
HPQ HP INC 0.0%
Value $3,564 Shares 160 Est. Cost $30.36 Unrealized -16.8%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $3,484 Shares 6 Est. Cost $558.87 Unrealized +11.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $3,472 Shares 29 Est. Cost $111.24 Unrealized +3.2%
VCR VANGUARD WORLD FD 0.0%
Value $3,151 Shares 8 Est. Cost $393.88 Unrealized
NTR NUTRIEN LTD 0.0%
Value $3,147 Shares 51 Est. Cost $50.14 Unrealized +17.4%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $3,113 Shares 5 Est. Cost $610.68 Unrealized +1.7%
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value $3,060 Shares 1,200 Est. Cost $3.30 Unrealized
COR CENCORA INC 0.0%
Value $3,039 Shares 9 Est. Cost $314.44 Unrealized +8.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $2,872 Shares 10 Est. Cost $269.00 Unrealized +1.2%
ETR ENTERGY CORP NEW 0.0%
Value $2,865 Shares 31 Est. Cost $89.12 Unrealized +6.1%
CAVA CAVA GROUP INC 0.0%
Value $2,817 Shares 48 Est. Cost $86.59 Unrealized -35.6%
SOBO SOUTH BOW CORP 0.0%
Value $2,664 Shares 97 Est. Cost $24.08 Unrealized +12.8%
TEM TEMPUS AI INC 0.0%
Value $2,657 Shares 45 Est. Cost $64.76 Unrealized +20.8%
CTRA COTERRA ENERGY INC 0.0%
Value $2,632 Shares 100 Est. Cost $26.99 Unrealized -7.0%
PGR PROGRESSIVE CORP 0.0%
Value $2,504 Shares 11 Est. Cost $230.53 Unrealized -7.9%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $2,502 Shares 29 Est. Cost $80.78 Unrealized +4.2%
GNL GLOBAL NET LEASE INC 0.0%
Value $2,451 Shares 285 Est. Cost $8.04 Unrealized
NGVT INGEVITY CORP 0.0%
Value $2,426 Shares 41 Est. Cost $44.25 Unrealized +22.6%
HAL HALLIBURTON CO 0.0%
Value $2,419 Shares 85 Est. Cost $25.59 Unrealized +2.7%
OGIG ALPS ETF TR 0.0%
Value $2,418 Shares 46 Est. Cost $43.57 Unrealized
IAGG ISHARES TR 0.0%
Value $2,350 Shares 47 Est. Cost $49.98 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $2,339 Shares 40 Est. Cost $76.24 Unrealized -14.9%
VXF VANGUARD INDEX FDS 0.0%
Value $2,300 Shares 11 Est. Cost $175.57 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value $2,226 Shares 64 Est. Cost $29.83 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $2,218 Shares 50 Est. Cost $37.45 Unrealized +12.9%
RACE FERRARI N V 0.0%
Value $2,217 Shares 6 Est. Cost $426.48 Unrealized -6.2%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value $2,060 Shares 100 Est. Cost $24.57 Unrealized
TOST TOAST INC 0.0%
Value $2,059 Shares 58 Est. Cost $37.44 Unrealized -3.7%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $1,995 Shares 14 Est. Cost $149.86 Unrealized -4.1%
PFF ISHARES TR 0.0%
Value $1,981 Shares 64 Est. Cost $30.72 Unrealized
ILMN ILLUMINA INC 0.0%
Value $1,967 Shares 15 Est. Cost $108.24 Unrealized +8.5%
SLYG SPDR SERIES TRUST 0.0%
Value $1,883 Shares 20 Est. Cost $83.00 Unrealized
OKLO OKLO INC 0.0%
Value $1,794 Shares 25 Est. Cost $49.92 Unrealized +123.4%
NOK NOKIA CORP 0.0%
Value $1,792 Shares 277 Est. Cost $4.84 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value $1,769 Shares 100 Est. Cost $17.10 Unrealized
KVUE KENVUE INC 0.0%
Value $1,725 Shares 100 Est. Cost $21.38 Unrealized -24.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value $1,702 Shares 24 Est. Cost $56.83 Unrealized +9.9%
IBB ISHARES TR 0.0%
Value $1,687 Shares 10 Est. Cost $127.38 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $1,525 Shares 9 Est. Cost $154.06 Unrealized +8.9%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $1,311 Shares 27 Est. Cost $47.08 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value $1,307 Shares 50 Est. Cost $18.22 Unrealized +59.9%
PINS PINTEREST INC 0.0%
Value $1,294 Shares 50 Est. Cost $33.88 Unrealized -15.0%
NKE NIKE INC 0.0%
Value $1,274 Shares 20 Est. Cost $72.05 Unrealized -9.9%
KD KYNDRYL HLDGS INC 0.0%
Value $1,274 Shares 48 Est. Cost $37.48 Unrealized -27.7%
MET METLIFE INC 0.0%
Value $1,263 Shares 16 Est. Cost $81.16 Unrealized -2.7%
MRNA MODERNA INC 0.0%
Value $1,209 Shares 41 Est. Cost $35.49 Unrealized -23.4%
ROKU ROKU INC 0.0%
Value $1,193 Shares 11 Est. Cost $80.02 Unrealized +26.8%
DKS DICKS SPORTING GOODS INC 0.0%
Value $1,187 Shares 6 Est. Cost $217.13 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value $1,182 Shares 15 Est. Cost $78.27 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value $1,180 Shares 77 Est. Cost $15.06 Unrealized -10.4%
EXK ENDEAVOUR SILVER CORP 0.0%
Value $1,128 Shares 120 Est. Cost $4.02 Unrealized +111.1%
PAYX PAYCHEX INC 0.0%
Value $1,121 Shares 10 Est. Cost $143.17 Unrealized -18.6%
XYZ BLOCK INC 0.0%
Value $1,106 Shares 17 Est. Cost $74.64 Unrealized -7.6%
SNOW SNOWFLAKE INC 0.0%
Value $1,096 Shares 5 Est. Cost $169.70 Unrealized +43.8%
BP BP PLC 0.0%
Value $1,088 Shares 31 Est. Cost $34.76 Unrealized
VXX BARCLAYS BANK PLC 0.0%
Value $1,085 Shares 41 Est. Cost $51.46 Unrealized
WAB WABTEC 0.0%
Value $1,075 Shares 5 Est. Cost $190.90 Unrealized +7.6%
IREN IREN LIMITED 0.0%
Value $1,057 Shares 28 Est. Cost $24.29 Unrealized +112.4%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value $1,028 Shares 25 Est. Cost $38.64 Unrealized
PJT PJT PARTNERS INC 0.0%
Value $1,003 Shares 6 Est. Cost $156.40 Unrealized +9.2%
SJM SMUCKER J M CO 0.0%
Value $978 Shares 10 Est. Cost $104.34 Unrealized -1.4%
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value $963 Shares 29 Est. Cost $17.07 Unrealized +83.2%
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $951 Shares 60 Est. Cost $15.68 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value $933 Shares 20 Est. Cost $55.69 Unrealized -17.8%
ENB ENBRIDGE INC 0.0%
Value $908 Shares 19 Est. Cost $41.39 Unrealized +13.8%
COIN COINBASE GLOBAL INC 0.0%
Value $904 Shares 4 Est. Cost $242.13 Unrealized +23.1%
UMH UMH PPTYS INC 0.0%
Value $747 Shares 47 Est. Cost $17.44 Unrealized
KHYB KRANESHARES TRUST 0.0%
Value $735 Shares 30 Est. Cost $24.10 Unrealized
OGN ORGANON & CO 0.0%
Value $709 Shares 98 Est. Cost $15.11 Unrealized -47.8%
BGS B & G FOODS INC NEW 0.0%
Value $689 Shares 160 Est. Cost $5.70 Unrealized -24.8%
OCFC OCEANFIRST FINL CORP 0.0%
Value $664 Shares 37 Est. Cost $16.94 Unrealized +8.7%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $626 Shares 28 Est. Cost $20.31 Unrealized
KARS KRANESHARES TRUST 0.0%
Value $610 Shares 20 Est. Cost $21.20 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $564 Shares 5 Est. Cost $108.96 Unrealized -2.2%
TGNA TEGNA INC 0.0%
Value $562 Shares 29 Est. Cost $18.09 Unrealized +9.2%
TR TOOTSIE ROLL INDS INC 0.0%
Value $512 Shares 14 Est. Cost $31.03 Unrealized +25.7%
MJ AMPLIFY ETF TR 0.0%
Value $506 Shares 17 Est. Cost $19.47 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value $505 Shares 10 Est. Cost $49.89 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value $486 Shares 7 Est. Cost $70.29 Unrealized
VICE ADVISORSHARES TR 0.0%
Value $476 Shares 15 Est. Cost $31.47 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $470 Shares 10 Est. Cost $46.30 Unrealized
CIGI COLLIERS INTL GROUP INC 0.0%
Value $441 Shares 3 Est. Cost $130.78 Unrealized +14.8%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value $437 Shares 75 Est. Cost $6.26 Unrealized +16.5%
ASTS AST SPACEMOBILE INC 0.0%
Value $435 Shares 6 Est. Cost $71.36 Unrealized 0.0%
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value $421 Shares 20 Est. Cost $14.75 Unrealized
CASS CASS INFORMATION SYS INC 0.0%
Value $415 Shares 10 Est. Cost $41.35 Unrealized -2.1%
IYR ISHARES TR 0.0%
Value $375 Shares 4 Est. Cost $95.38 Unrealized
QCOM QUALCOMM INC 0.0%
Value $342 Shares 2 Est. Cost $159.68 Unrealized +7.0%
ETSY ETSY INC 0.0%
Value $332 Shares 6 Est. Cost $51.21 Unrealized +19.2%
XRAY DENTSPLY SIRONA INC 0.0%
Value $297 Shares 26 Est. Cost $17.72 Unrealized -33.7%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value $292 Shares 6 Est. Cost $37.89 Unrealized +18.8%
SONY SONY GROUP CORP 0.0%
Value $256 Shares 10 Est. Cost $25.30 Unrealized
SNY SANOFI SA 0.0%
Value $193 Shares 4 Est. Cost $55.25 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value $190 Shares 13 Est. Cost $19.42 Unrealized -29.2%
NATL NCR ATLEOS CORPORATION 0.0%
Value $190 Shares 5 Est. Cost $29.74 Unrealized +26.2%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value $189 Shares 4 Est. Cost $54.00 Unrealized
CURB CURBLINE PPTYS CORP 0.0%
Value $185 Shares 8 Est. Cost $24.13 Unrealized
RENT RENT THE RUNWAY INC 0.0%
Value $181 Shares 23 Est. Cost $5.39 Unrealized 0.0%
GRAL GRAIL INC 0.0%
Value $171 Shares 2 Est. Cost $30.90 Unrealized +179.6%
SOLV SOLVENTUM CORP 0.0%
Value $158 Shares 2 Est. Cost $74.47 Unrealized +2.8%
CBXJ CALAMOS ETF TR 0.0%
Value $158 Shares 7 Est. Cost $22.57 Unrealized
PGYWW PAGAYA TECHNOLOGIES LTD 0.0%
Value $138 Shares 434 Est. Cost $0.50 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $132 Shares 1 Est. Cost $130.00 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $130 Shares 2 Est. Cost $43.38 Unrealized +41.1%
ANF ABERCROMBIE & FITCH CO 0.0%
Value $125 Shares 1 Est. Cost $107.66 Unrealized -18.8%
VYX NCR VOYIX CORPORATION 0.0%
Value $112 Shares 11 Est. Cost $11.74 Unrealized -7.5%
AES AES CORP 0.0%
Value $100 Shares 7 Est. Cost $11.02 Unrealized +27.4%
IUSB ISHARES TR 0.0%
Value $93 Shares 2 Est. Cost $46.50 Unrealized
CTXR CITIUS PHARMACEUTICALS INC 0.0%
Value $93 Shares 120 Est. Cost $2.39 Unrealized -47.8%
CRSR CORSAIR GAMING INC 0.0%
Value $89 Shares 15 Est. Cost $9.86 Unrealized -29.5%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value $85 Shares 2 Est. Cost $41.00 Unrealized
SNDL SNDL INC 0.0%
Value $83 Shares 50 Est. Cost $1.70 Unrealized +18.2%
GEM GOLDMAN SACHS ETF TR 0.0%
Value $83 Shares 2 Est. Cost $40.50 Unrealized
CGC CANOPY GROWTH CORP 0.0%
Value $83 Shares 73 Est. Cost $1.64 Unrealized -21.7%
USHY ISHARES TR 0.0%
Value $74 Shares 2 Est. Cost $37.50 Unrealized
SHAG WISDOMTREE TR 0.0%
Value $70 Shares 1 Est. Cost $69.00 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value $70 Shares 10 Est. Cost $10.12 Unrealized -22.6%
LRGF ISHARES TR 0.0%
Value $69 Shares 1 Est. Cost $69.00 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $66 Shares 5 Est. Cost $13.40 Unrealized
USFR WISDOMTREE TR 0.0%
Value $50 Shares 1 Est. Cost $50.00 Unrealized
BB BLACKBERRY LTD 0.0%
Value $41 Shares 11 Est. Cost $4.55 Unrealized -3.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $38 Shares 5 Est. Cost $4.98 Unrealized +65.2%
BLNK BLINK CHARGING CO 0.0%
Value $30 Shares 45 Est. Cost $1.04 Unrealized +39.4%
STEM STEM INC 0.0%
Value $30 Shares 2 Est. Cost $8.97 Unrealized +113.7%
PTON PELOTON INTERACTIVE INC 0.0%
Value $30 Shares 5 Est. Cost $7.85 Unrealized -10.3%
SITC SITE CTRS CORP 0.0%
Value $25 Shares 4 Est. Cost $12.75 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value $24 Shares 9 Est. Cost $5.16 Unrealized -55.1%
MVIS MICROVISION INC DEL 0.0%
Value $20 Shares 25 Est. Cost $1.39 Unrealized -23.7%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.0%
Value $16 Shares 1 Est. Cost $12.14 Unrealized -4.6%
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value $14 Shares 5 Est. Cost $3.11 Unrealized +4.1%
GNLN GREENLANE HLDGS INC 0.0%
Value $12 Shares 8 Est. Cost $16.20 Unrealized -80.4%
BITO PROSHARES TR 0.0%
Value $12 Shares 1 Est. Cost $18.00 Unrealized
PLBY PLAYBOY INC 0.0%
Value $7 Shares 4 Est. Cost $1.56 Unrealized +4.5%
ALBT AVALON GLOBOCARE CORP 0.0%
Value $6 Shares 5 Est. Cost $4.88 Unrealized -63.6%
TXMD THERAPEUTICSMD INC 0.0%
Value $3 Shares 2 Est. Cost $1.00 Unrealized +45.1%
OPENZ OPENDOOR TECHNOLOGIES INC 0.0%
Value $0 Shares 1 Est. Cost Unrealized
OPENL OPENDOOR TECHNOLOGIES INC 0.0%
Value $0 Shares 1 Est. Cost Unrealized
OPENW OPENDOOR TECHNOLOGIES INC 0.0%
Value $0 Shares 1 Est. Cost Unrealized