Worth Asset Management, LLC Quant / Systematic

CIK: 0001927285 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 13, 2023

Total Value ($000): $143,460 (100.0% shares, 0.0% debt)

Holdings (473)

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 23.1%
Value ($000) $33,104 Shares 330,582 Est. Cost $100.22 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 8.0%
Value ($000) $11,463 Shares 125,324 Est. Cost $91.48 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 3.8%
Value ($000) $5,395 Shares 75,099 Est. Cost $71.83 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 3.1%
Value ($000) $4,438 Shares 40,372 Est. Cost $109.92 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 3.0%
Value ($000) $4,284 Shares 88,808 Est. Cost $48.27 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 2.6%
Value ($000) $3,700 Shares 142,037 Est. Cost $27.96 Unrealized
BTAL AGFIQ US MARKET NEUTRAL ANTI-BETA FUND 2.3%
Value ($000) $3,332 Shares 157,093 Est. Cost $21.25 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 2.3%
Value ($000) $3,328 Shares 19,516 Est. Cost $171.95 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 2.2%
Value ($000) $3,143 Shares 41,609 Est. Cost $69.79 Unrealized
PROSHARES SHORT REAL ESTATE 2.1%
Value ($000) $3,027 Shares 148,654 Est. Cost $20.36 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 2.0%
Value ($000) $2,866 Shares 124,734 Est. Cost $22.92 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $2,810 Shares 21,629 Est. Cost $163.96 Unrealized -14.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 1.9%
Value ($000) $2,736 Shares 38,813 Est. Cost $70.46 Unrealized
SJB PROSHARES SHORT HIGH YIELD 1.8%
Value ($000) $2,533 Shares 133,307 Est. Cost $19.61 Unrealized
PROSHARES SHORT QQQ 1.8%
Value ($000) $2,533 Shares 172,067 Est. Cost $14.72 Unrealized
MLPA GLOBAL X MLP ETF 1.7%
Value ($000) $2,506 Shares 60,692 Est. Cost $39.44 Unrealized
TBF PROSHARES SHORT 20 YEAR TREASURY 1.4%
Value ($000) $2,015 Shares 88,864 Est. Cost $21.45 Unrealized
BKLN INVESCO SENIOR LOAN ETF 1.4%
Value ($000) $1,949 Shares 94,924 Est. Cost $20.40 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 1.3%
Value ($000) $1,917 Shares 6,647 Est. Cost $288.47 Unrealized
RWM PROSHARES SHORT RUSSELL2000 1.3%
Value ($000) $1,795 Shares 72,957 Est. Cost $24.60 Unrealized
SVXY PROSHARES SHORT VIX SHORT-TERM FUTURES ETF 1.1%
Value ($000) $1,644 Shares 28,009 Est. Cost $58.68 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1.1%
Value ($000) $1,566 Shares 15,941 Est. Cost $98.02 Unrealized
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 1.1%
Value ($000) $1,566 Shares 21,862 Est. Cost $60.08 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 1.0%
Value ($000) $1,395 Shares 10,625 Est. Cost $131.01 Unrealized
RAAX VANECK INFLATION ALLOCATION ETF 0.9%
Value ($000) $1,253 Shares 50,507 Est. Cost $24.80 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.9%
Value ($000) $1,232 Shares 70,541 Est. Cost $17.47 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.8%
Value ($000) $1,175 Shares 8,317 Est. Cost $141.25 Unrealized
IMVP INVESCO INDIA ETF 0.8%
Value ($000) $1,170 Shares 54,941 Est. Cost $23.55 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.8%
Value ($000) $1,136 Shares 11,046 Est. Cost $102.79 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $1,023 Shares 4,266 Est. Cost $276.45 Unrealized -15.3%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $923 Shares 2,414 Est. Cost $387.37 Unrealized
TRN TRINITY INDS INC COM 0.5%
Value ($000) $748 Shares 25,300 Est. Cost $26.19 Unrealized -7.0%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.5%
Value ($000) $745 Shares 39,913 Est. Cost $18.67 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.4%
Value ($000) $644 Shares 21,312 Est. Cost $30.20 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $633 Shares 3,312 Est. Cost $194.14 Unrealized
WING WINGSTOP INC COM 0.4%
Value ($000) $550 Shares 4,000 Est. Cost $141.78 Unrealized +4.1%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.4%
Value ($000) $544 Shares 27,409 Est. Cost $19.09 Unrealized
PROSHARES SHORT MSCI EMERGING MARKETS 0.4%
Value ($000) $538 Shares 35,241 Est. Cost $16.14 Unrealized
BNY MELLON STRATEGIC MUNS INC COM 0.4%
Value ($000) $522 Shares 85,504 Est. Cost $6.72 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $515 Shares 1,341 Est. Cost $393.74 Unrealized
KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 0.4%
Value ($000) $512 Shares 14,044 Est. Cost $46.94 Unrealized
ACA ARCOSA INC COM 0.3%
Value ($000) $437 Shares 8,042 Est. Cost $50.97 Unrealized +15.6%
EFZ PROSHARES SHORT MSCI EAFE 0.3%
Value ($000) $436 Shares 21,810 Est. Cost $23.67 Unrealized
PGX INVESCO PREFERRED ETF 0.3%
Value ($000) $418 Shares 37,429 Est. Cost $12.11 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $388 Shares 3,515 Est. Cost $72.24 Unrealized +33.3%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $384 Shares 725 Est. Cost $452.37 Unrealized +10.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $370 Shares 2,974 Est. Cost $121.85 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $351 Shares 1,689 Est. Cost $208.20 Unrealized -5.4%
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.2%
Value ($000) $349 Shares 7,433 Est. Cost $46.89 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.2%
Value ($000) $346 Shares 7,021 Est. Cost $49.23 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.2%
Value ($000) $344 Shares 7,538 Est. Cost $46.75 Unrealized
DWSH ADVISORSHARES DORSEY WRIGHT SHORT ETF 0.2%
Value ($000) $339 Shares 34,067 Est. Cost $10.11 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $331 Shares 4,578 Est. Cost $60.44 Unrealized +7.7%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $329 Shares 15,912 Est. Cost $21.16 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $304 Shares 6,510 Est. Cost $50.45 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $303 Shares 13,760 Est. Cost $19.12 Unrealized
OPER CLEARSHARES ULTRA-SHORT MATURITY ETF 0.2%
Value ($000) $297 Shares 2,964 Est. Cost $100.06 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $295 Shares 1,824 Est. Cost $126.41 Unrealized +8.6%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $280 Shares 1,693 Est. Cost $157.28 Unrealized -3.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.2%
Value ($000) $273 Shares 8,930 Est. Cost $32.84 Unrealized
ENCORE WIRE CORP COM 0.2%
Value ($000) $251 Shares 1,828 Est. Cost $123.01 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $249 Shares 1,990 Est. Cost $123.12 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $240 Shares 14,334 Est. Cost $17.72 Unrealized
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.2%
Value ($000) $237 Shares 5,931 Est. Cost $39.99 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $236 Shares 950 Est. Cost $204.81 Unrealized +11.7%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $231 Shares 2,759 Est. Cost $72.07 Unrealized +2.4%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $230 Shares 1,300 Est. Cost $151.92 Unrealized +3.4%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.2%
Value ($000) $226 Shares 12,711 Est. Cost $21.04 Unrealized -14.8%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $218 Shares 1,286 Est. Cost $167.94 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $215 Shares 1,600 Est. Cost $129.76 Unrealized -9.3%
HD HOME DEPOT INC COM 0.1%
Value ($000) $212 Shares 670 Est. Cost $312.49 Unrealized -10.0%
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 0.1%
Value ($000) $210 Shares 5,178 Est. Cost $40.46 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $206 Shares 2,490 Est. Cost $77.11 Unrealized
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $204 Shares 8,771 Est. Cost $23.31 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $202 Shares 4,703 Est. Cost $50.63 Unrealized -26.8%
SIMPLIFY MACRO STRATEGY ETF 0.1%
Value ($000) $202 Shares 8,661 Est. Cost $23.71 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $199 Shares 4,402 Est. Cost $46.39 Unrealized
ARROW DWA TACTICAL: MACRO ETF 0.1%
Value ($000) $195 Shares 18,714 Est. Cost $10.50 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $193 Shares 724 Est. Cost $291.56 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $178 Shares 2,285 Est. Cost $88.79 Unrealized -17.3%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $177 Shares 3,242 Est. Cost $55.97 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $173 Shares 8,204 Est. Cost $17.88 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $172 Shares 1,097 Est. Cost $147.33 Unrealized -0.3%
EATON VANCE TAX MNGD BUY WRITE COM SH BEN INT 0.1%
Value ($000) $167 Shares 18,185 Est. Cost $9.69 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $166 Shares 6,900 Est. Cost $25.80 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $163 Shares 3,558 Est. Cost $36.63 Unrealized -4.4%
NUVEEN MUN HIGH INCOME OPPORTU COM 0.1%
Value ($000) $154 Shares 14,940 Est. Cost $11.84 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $154 Shares 4,510 Est. Cost $32.65 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $152 Shares 2,884 Est. Cost $50.79 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $150 Shares 7,137 Est. Cost $21.01 Unrealized
BNY MELLON STRATEGIC MUN BD FD COM 0.1%
Value ($000) $147 Shares 25,429 Est. Cost $6.39 Unrealized
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.1%
Value ($000) $142 Shares 1,948 Est. Cost $64.68 Unrealized
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $139 Shares 1,816 Est. Cost $76.62 Unrealized
IQ GLOBAL RESOURCES ETF 0.1%
Value ($000) $135 Shares 3,965 Est. Cost $34.14 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.1%
Value ($000) $135 Shares 11,183 Est. Cost $12.52 Unrealized
TXT TEXTRON INC COM 0.1%
Value ($000) $135 Shares 1,900 Est. Cost $71.91 Unrealized -5.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $134 Shares 1,330 Est. Cost $86.76 Unrealized +1.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $130 Shares 1,470 Est. Cost $111.39 Unrealized -15.3%
T AT&T INC COM 0.1%
Value ($000) $127 Shares 6,917 Est. Cost $15.45 Unrealized -2.2%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $127 Shares 2,142 Est. Cost $59.56 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $121 Shares 1,444 Est. Cost $126.59 Unrealized -22.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $120 Shares 1,207 Est. Cost $85.95 Unrealized +1.9%
RZV INVESCO S&P SMALLCAP 600 PURE VALUE ETF 0.1%
Value ($000) $119 Shares 1,345 Est. Cost $88.38 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.1%
Value ($000) $118 Shares 14,300 Est. Cost $7.13 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $116 Shares 2,539 Est. Cost $45.88 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $114 Shares 885 Est. Cost $127.90 Unrealized +0.3%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.1%
Value ($000) $114 Shares 3,154 Est. Cost $36.12 Unrealized
VAMO CAMBRIA VALUE & MOMENTUM ETF 0.1%
Value ($000) $114 Shares 4,185 Est. Cost $27.21 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $111 Shares 1,000 Est. Cost $69.85 Unrealized +32.8%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $110 Shares 2,745 Est. Cost $42.99 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $110 Shares 1,000 Est. Cost $115.36 Unrealized -15.4%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $109 Shares 3,330 Est. Cost $35.12 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $109 Shares 9,193 Est. Cost $10.71 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $109 Shares 3,140 Est. Cost $46.64 Unrealized -26.8%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $109 Shares 700 Est. Cost $155.71 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $108 Shares 765 Est. Cost $116.99 Unrealized +5.2%
LBAY LEATHERBACK LONG/SHORT ALTERNATIVE YIELD ETF 0.1%
Value ($000) $106 Shares 3,620 Est. Cost $28.78 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.1%
Value ($000) $106 Shares 1,063 Est. Cost $99.29 Unrealized
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $105 Shares 3,300 Est. Cost $35.00 Unrealized +4.2%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $104 Shares 714 Est. Cost $20.71 Unrealized -29.3%
PROSHARES ULTRASHORT S&P500 0.1%
Value ($000) $103 Shares 2,233 Est. Cost $49.41 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $102 Shares 2,850 Est. Cost $34.15 Unrealized +0.4%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $101 Shares 2,188 Est. Cost $44.46 Unrealized
INVESCO MUN OPPORTUNITY TR COM 0.1%
Value ($000) $99 Shares 10,020 Est. Cost $10.31 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $99 Shares 737 Est. Cost $123.52 Unrealized +4.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $98 Shares 1,930 Est. Cost $53.73 Unrealized
XMHIX PIONEER MUNICIPAL HIGH INCOME COM SHS 0.1%
Value ($000) $97 Shares 11,295 Est. Cost $9.74 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $96 Shares 800 Est. Cost $123.78 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $95 Shares 2,944 Est. Cost $32.21 Unrealized
BLACKROCK MUNI INCOME TR II COM 0.1%
Value ($000) $91 Shares 8,837 Est. Cost $11.35 Unrealized
LGH HCM DEFENDER 500 INDEX ETF 0.1%
Value ($000) $91 Shares 2,725 Est. Cost $34.01 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $87 Shares 599 Est. Cost $143.57 Unrealized
PROSHARES ULTRASHORT QQQ 0.1%
Value ($000) $85 Shares 3,284 Est. Cost $25.97 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $85 Shares 174 Est. Cost $367.22 Unrealized +16.2%
AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF 0.1%
Value ($000) $85 Shares 2,720 Est. Cost $31.08 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $85 Shares 231 Est. Cost $328.52 Unrealized +5.3%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $84 Shares 242 Est. Cost $351.61 Unrealized -8.0%
WMT WALMART INC COM 0.1%
Value ($000) $84 Shares 592 Est. Cost $44.59 Unrealized +2.4%
ACRE ARES COML REAL ESTATE CORP COM 0.1%
Value ($000) $84 Shares 8,117 Est. Cost $13.72 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $83 Shares 10,165 Est. Cost $10.04 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $81 Shares 1,310 Est. Cost $61.64 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $80 Shares 1,050 Est. Cost $78.10 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $79 Shares 523 Est. Cost $142.14 Unrealized -8.7%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $79 Shares 2,339 Est. Cost $40.57 Unrealized -17.3%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $78 Shares 2,000 Est. Cost $33.29 Unrealized -4.3%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $78 Shares 557 Est. Cost $138.24 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.1%
Value ($000) $78 Shares 5,897 Est. Cost $15.18 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $78 Shares 231 Est. Cost $481.10 Unrealized -33.5%
EMBD GLOBAL X EMERGING MARKETS BOND ETF 0.1%
Value ($000) $77 Shares 3,600 Est. Cost $21.39 Unrealized
RRC RANGE RES CORP COM 0.1%
Value ($000) $75 Shares 3,000 Est. Cost $22.82 Unrealized +20.0%
TUR ISHARES MSCI TURKEY ETF 0.1%
Value ($000) $74 Shares 1,995 Est. Cost $37.00 Unrealized
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $72 Shares 115 Est. Cost $490.58 Unrealized +2.7%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $72 Shares 1,149 Est. Cost $54.82 Unrealized +18.0%
DWS MUNICIPAL INCOME 0.1%
Value ($000) $72 Shares 8,380 Est. Cost $9.19 Unrealized
KMLM KFA MOUNT LUCAS INDEX STRATEGY ETF 0.0%
Value ($000) $71 Shares 2,320 Est. Cost $34.71 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $71 Shares 825 Est. Cost $67.15 Unrealized +5.4%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value ($000) $70 Shares 4,184 Est. Cost $18.41 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $70 Shares 301 Est. Cost $215.98 Unrealized +4.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $70 Shares 700 Est. Cost $99.56 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $69 Shares 302 Est. Cost $250.81 Unrealized
MVO MV OIL TR TR UNITS 0.0%
Value ($000) $69 Shares 4,205 Est. Cost $15.08 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $67 Shares 6,210 Est. Cost $10.81 Unrealized
DIREXION DAILY ENERGY BEAR 2X SHARES 0.0%
Value ($000) $66 Shares 2,266 Est. Cost $29.13 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $65 Shares 734 Est. Cost $83.34 Unrealized -6.8%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $65 Shares 5,624 Est. Cost $12.80 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $63 Shares 569 Est. Cost $124.18 Unrealized -12.3%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $59 Shares 195 Est. Cost $293.19 Unrealized
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 0.0%
Value ($000) $58 Shares 501 Est. Cost $113.90 Unrealized
XPO XPO INC COM 0.0%
Value ($000) $58 Shares 1,750 Est. Cost $35.48 Unrealized -5.1%
GTLS CHART INDS INC COM 0.0%
Value ($000) $58 Shares 500 Est. Cost $160.62 Unrealized 0.0%
BNY MELLON MUN INCOME INC COM 0.0%
Value ($000) $56 Shares 9,022 Est. Cost $6.88 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $55 Shares 396 Est. Cost $81.79 Unrealized -1.8%
TSLA TESLA INC COM 0.0%
Value ($000) $54 Shares 441 Est. Cost $287.27 Unrealized -34.1%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $54 Shares 1,151 Est. Cost $46.85 Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $53 Shares 1,240 Est. Cost $41.64 Unrealized -3.7%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $53 Shares 2,360 Est. Cost $22.88 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $51 Shares 1,245 Est. Cost $40.76 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $51 Shares 770 Est. Cost $64.94 Unrealized
EQRR PROSHARES EQUITIES FOR RISING RATES ETF 0.0%
Value ($000) $50 Shares 995 Est. Cost $50.74 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $50 Shares 600 Est. Cost $54.99 Unrealized -12.0%
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $50 Shares 885 Est. Cost $56.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $49 Shares 160 Est. Cost $320.15 Unrealized -7.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $49 Shares 3,500 Est. Cost $13.07 Unrealized -4.4%
VST VISTRA CORP COM 0.0%
Value ($000) $49 Shares 2,095 Est. Cost $21.91 Unrealized +0.5%
NEUBERGER BERMAN HIGH YIELD ST COM 0.0%
Value ($000) $48 Shares 5,620 Est. Cost $8.90 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $46 Shares 1,415 Est. Cost $31.23 Unrealized
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $46 Shares 1,549 Est. Cost $29.93 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $46 Shares 340 Est. Cost $127.02 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $45 Shares 515 Est. Cost $88.09 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $45 Shares 302 Est. Cost $186.58 Unrealized -24.5%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $45 Shares 1,020 Est. Cost $44.21 Unrealized
TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES 0.0%
Value ($000) $45 Shares 2,021 Est. Cost $32.74 Unrealized
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value ($000) $44 Shares 509 Est. Cost $86.28 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $43 Shares 500 Est. Cost $92.00 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $43 Shares 802 Est. Cost $35.90 Unrealized +28.4%
BA BOEING CO COM 0.0%
Value ($000) $43 Shares 225 Est. Cost $163.57 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $43 Shares 412 Est. Cost $73.20 Unrealized +24.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $43 Shares 599 Est. Cost $66.54 Unrealized -10.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $42 Shares 310 Est. Cost $103.23 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $42 Shares 500 Est. Cost $83.37 Unrealized -11.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $42 Shares 2,372 Est. Cost $12.44 Unrealized -7.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $41 Shares 1,087 Est. Cost $36.26 Unrealized
RISR FOLIOBEYOND RISING RATES ETF 0.0%
Value ($000) $41 Shares 1,309 Est. Cost $32.46 Unrealized
PTBD PACER TRENDPILOT US BOND ETF 0.0%
Value ($000) $41 Shares 2,050 Est. Cost $20.11 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $40 Shares 121 Est. Cost $218.34 Unrealized +36.9%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $39 Shares 950 Est. Cost $48.49 Unrealized -15.8%
MFS MUN INCOME TR SH BEN INT 0.0%
Value ($000) $39 Shares 7,520 Est. Cost $5.65 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $39 Shares 3,732 Est. Cost $11.43 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $38 Shares 1,213 Est. Cost $31.16 Unrealized
MFS INVT GRADE MUN TR SH BEN INT 0.0%
Value ($000) $38 Shares 5,313 Est. Cost $7.68 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $37 Shares 27 Est. Cost $30.23 Unrealized -1.2%
PIMCO STRATEGIC INCOME FD COM 0.0%
Value ($000) $37 Shares 7,480 Est. Cost $5.08 Unrealized
GRN IPATH SERIES B CARBON ETN 0.0%
Value ($000) $36 Shares 1,145 Est. Cost $31.63 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $36 Shares 2,510 Est. Cost $15.26 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $35 Shares 1,477 Est. Cost $23.85 Unrealized
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $35 Shares 1,027 Est. Cost $67.70 Unrealized -38.1%
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $35 Shares 150 Est. Cost $230.14 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $33 Shares 553 Est. Cost $50.23 Unrealized +5.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $33 Shares 353 Est. Cost $92.00 Unrealized -6.6%
TPR TAPESTRY INC COM 0.0%
Value ($000) $33 Shares 854 Est. Cost $30.37 Unrealized +3.4%
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $32 Shares 1,115 Est. Cost $33.92 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $32 Shares 70 Est. Cost $500.83 Unrealized -6.4%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $31 Shares 700 Est. Cost $46.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $31 Shares 429 Est. Cost $56.83 Unrealized +14.8%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $31 Shares 152 Est. Cost $172.99 Unrealized +15.1%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $31 Shares 2,500 Est. Cost $13.60 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $31 Shares 430 Est. Cost $94.01 Unrealized -15.1%
PROSHARES ULTRASHORT FTSE EUROPE 0.0%
Value ($000) $30 Shares 2,328 Est. Cost $12.77 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $30 Shares 590 Est. Cost $50.39 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $30 Shares 120 Est. Cost $252.93 Unrealized -12.8%
HPK HIGHPEAK ENERGY INC COM 0.0%
Value ($000) $29 Shares 1,282 Est. Cost $24.66 Unrealized -11.9%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $58.77 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $62.37 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $29 Shares 380 Est. Cost $75.30 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $28 Shares 200 Est. Cost $115.07 Unrealized +20.6%
KO COCA COLA CO COM 0.0%
Value ($000) $28 Shares 433 Est. Cost $54.84 Unrealized +0.1%
HIGH YIELD ETF 0.0%
Value ($000) $27 Shares 1,050 Est. Cost $25.95 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $27 Shares 525 Est. Cost $42.47 Unrealized -5.4%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $27 Shares 470 Est. Cost $56.95 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $27 Shares 680 Est. Cost $32.98 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $26 Shares 150 Est. Cost $166.57 Unrealized +2.3%
PPL PPL CORP COM 0.0%
Value ($000) $26 Shares 875 Est. Cost $24.69 Unrealized -0.1%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $25 Shares 4,608 Est. Cost $8.14 Unrealized
EAGLE BULK SHIPPING INC COM 0.0%
Value ($000) $25 Shares 502 Est. Cost $49.94 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $25 Shares 492 Est. Cost $50.65 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $25 Shares 1,250 Est. Cost $20.00 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $25 Shares 137 Est. Cost $127.47 Unrealized +20.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $24 Shares 70 Est. Cost $319.80 Unrealized +0.5%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $251.08 Unrealized -1.3%
NKE NIKE INC CL B 0.0%
Value ($000) $23 Shares 200 Est. Cost $131.94 Unrealized -27.8%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $23 Shares 204 Est. Cost $115.96 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.33 Unrealized
PROSHARES ULTRASHORT FINANCIALS 0.0%
Value ($000) $22 Shares 1,150 Est. Cost $19.45 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $22 Shares 251 Est. Cost $86.60 Unrealized
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $22 Shares 680 Est. Cost $33.19 Unrealized
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $22 Shares 1,770 Est. Cost $8.63 Unrealized -2.2%
XHNWX PIONEER DIVERSIFIED HIGH INC COM 0.0%
Value ($000) $21 Shares 2,070 Est. Cost $11.63 Unrealized
PIMCO GLOBAL STOCKSPLS INCM FD COM 0.0%
Value ($000) $20 Shares 2,940 Est. Cost $7.82 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $20 Shares 720 Est. Cost $31.94 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $20 Shares 240 Est. Cost $83.00 Unrealized
CION CION INVT CORP COM 0.0%
Value ($000) $20 Shares 2,043 Est. Cost $5.97 Unrealized -0.7%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $21.00 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $19 Shares 62 Est. Cost $282.81 Unrealized +1.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $59.35 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $18 Shares 450 Est. Cost $31.03 Unrealized +4.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $18 Shares 636 Est. Cost $28.66 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $18 Shares 561 Est. Cost $23.35 Unrealized +15.5%
F FORD MTR CO DEL COM 0.0%
Value ($000) $18 Shares 1,534 Est. Cost $10.60 Unrealized -5.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $18 Shares 102 Est. Cost $177.17 Unrealized -16.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $17 Shares 45 Est. Cost $112.05 Unrealized -30.2%
FXE INVESCO CURRENCYSHARES EURO TRUST 0.0%
Value ($000) $17 Shares 169 Est. Cost $98.80 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $16 Shares 1,650 Est. Cost $13.19 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $16 Shares 132 Est. Cost $79.66 Unrealized +37.3%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $15 Shares 147 Est. Cost $142.81 Unrealized -33.8%
BX BLACKSTONE INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $107.20 Unrealized -26.6%
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $24.00 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $10.00 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $14 Shares 102 Est. Cost $107.91 Unrealized +18.6%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $14 Shares 109 Est. Cost $76.96 Unrealized +48.2%
DXPE DXP ENTERPRISES INC COM NEW 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.38 Unrealized -6.3%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $14 Shares 1,100 Est. Cost $12.94 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $13 Shares 307 Est. Cost $38.15 Unrealized -7.8%
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $13 Shares 2,040 Est. Cost $7.35 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $13 Shares 102 Est. Cost $97.66 Unrealized +20.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $13 Shares 80 Est. Cost $151.24 Unrealized -2.3%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $13 Shares 310 Est. Cost $107.89 Unrealized -59.1%
SUMMIT THERAPEUTICS INC COM 0.0%
Value ($000) $13 Shares 3,000 Est. Cost $1.22 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $12 Shares 140 Est. Cost $112.04 Unrealized -15.5%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.43 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $12 Shares 320 Est. Cost $70.89 Unrealized -43.1%
QURE UNIQURE NV SHS 0.0%
Value ($000) $11 Shares 500 Est. Cost $17.46 Unrealized +23.5%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $11 Shares 129 Est. Cost $141.24 Unrealized -33.8%
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $11 Shares 500 Est. Cost $26.75 Unrealized -15.6%
NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS 0.0%
Value ($000) $11 Shares 1,110 Est. Cost $9.91 Unrealized
EUO PROSHARES ULTRASHORT EURO 0.0%
Value ($000) $11 Shares 370 Est. Cost $34.48 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $11 Shares 225 Est. Cost $50.28 Unrealized -17.5%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $11 Shares 202 Est. Cost $47.19 Unrealized +5.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $227.78 Unrealized +7.7%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $10 Shares 275 Est. Cost $21.82 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.80 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $10 Shares 101 Est. Cost $102.15 Unrealized -6.8%
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $10 Shares 251 Est. Cost $39.84 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $10 Shares 185 Est. Cost $54.05 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $10 Shares 153 Est. Cost $58.65 Unrealized -1.1%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $101.35 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $10 Shares 109 Est. Cost $91.74 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $10 Shares 23 Est. Cost $363.01 Unrealized +7.1%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $10 Shares 37 Est. Cost $226.23 Unrealized +0.8%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 92 Est. Cost $105.48 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $10 Shares 300 Est. Cost $53.76 Unrealized -38.4%
COMB GRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF 0.0%
Value ($000) $10 Shares 425 Est. Cost $32.43 Unrealized
VSAT VIASAT INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $46.02 Unrealized -24.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $230.34 Unrealized -12.9%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $9 Shares 101 Est. Cost $47.65 Unrealized +84.1%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 350 Est. Cost $35.96 Unrealized -23.9%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $9 Shares 250 Est. Cost $34.88 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $54.53 Unrealized -19.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $214.65 Unrealized -1.7%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $8 Shares 191 Est. Cost $39.04 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $8 Shares 250 Est. Cost $37.88 Unrealized -14.9%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.50 Unrealized -25.9%
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $8 Shares 1,550 Est. Cost $6.14 Unrealized -10.5%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $99.21 Unrealized +2.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $8 Shares 53 Est. Cost $190.28 Unrealized -24.7%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.19 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $8 Shares 940 Est. Cost $20.22 Unrealized -57.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $7 Shares 72 Est. Cost $89.19 Unrealized -4.9%
AMGN AMGEN INC COM 0.0%
Value ($000) $7 Shares 28 Est. Cost $217.37 Unrealized +11.7%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $7 Shares 197 Est. Cost $35.53 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $7 Shares 350 Est. Cost $22.86 Unrealized
OILK PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF 0.0%
Value ($000) $7 Shares 158 Est. Cost $54.58 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $337.77 Unrealized -38.6%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $7 Shares 257 Est. Cost $37.66 Unrealized -27.8%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $7 Shares 85 Est. Cost $72.73 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $7 Shares 12 Est. Cost $55.08 Unrealized -13.6%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.45 Unrealized 0.0%
RINF PROSHARES INFLATION EXPECTATIONS ETF 0.0%
Value ($000) $7 Shares 201 Est. Cost $32.55 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $100.00 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $59.31 Unrealized
HBB HAMILTON BEACH BRANDS HLDG CO COM CL A 0.0%
Value ($000) $6 Shares 513 Est. Cost $11.54 Unrealized +2.1%
PDC ENERGY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
ITERIS INC NEW COM 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $202.51 Unrealized +13.1%
LOW LOWES COS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $213.37 Unrealized -11.8%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $6 Shares 70 Est. Cost $84.62 Unrealized -9.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $236.82 Unrealized -14.4%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $6 Shares 418 Est. Cost $13.93 Unrealized
MTDR MATADOR RES CO COM 0.0%
Value ($000) $6 Shares 102 Est. Cost $47.27 Unrealized +33.5%
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $6 Shares 141 Est. Cost $41.57 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $43.35 Unrealized -6.4%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $6 Shares 218 Est. Cost $58.40 Unrealized -46.4%
CRK COMSTOCK RES INC COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $15.69 Unrealized +3.3%
TAGS TEUCRIUM AGRICULTURAL FUND 0.0%
Value ($000) $5 Shares 175 Est. Cost $34.32 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $5 Shares 64 Est. Cost $157.45 Unrealized -35.9%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $145.74 Unrealized -22.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
MGNI MAGNITE INC COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.22 Unrealized -10.7%
BEACON ROOFING SUPPLY INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $5 Shares 134 Est. Cost $43.32 Unrealized -21.7%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $5 Shares 126 Est. Cost $40.48 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $394.19 Unrealized -18.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $5 Shares 39 Est. Cost $108.39 Unrealized +5.2%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $77.38 Unrealized -33.4%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $145.63 Unrealized -10.4%
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 710 Est. Cost $7.45 Unrealized -3.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $119.38 Unrealized -44.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $79.21 Unrealized +2.1%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $14.63 Unrealized -5.3%
SM SM ENERGY CO COM 0.0%
Value ($000) $4 Shares 127 Est. Cost $36.34 Unrealized +6.0%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $4 Shares 3,500 Est. Cost $3.53 Unrealized -55.4%
FISKER INC CL A COM STK 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.00 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $4 Shares 460 Est. Cost $27.43 Unrealized -58.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.84 Unrealized -23.3%
INTC INTEL CORP COM 0.0%
Value ($000) $4 Shares 164 Est. Cost $46.18 Unrealized -42.3%
BIOXCEL THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $11.43 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $4 Shares 35 Est. Cost $248.19 Unrealized -53.0%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $68.81 Unrealized -29.2%
MATTERPORT INC COM CL A 0.0%
Value ($000) $4 Shares 1,400 Est. Cost $4.62 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $73.31 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $94.13 Unrealized -7.9%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $81.73 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $125.50 Unrealized -27.3%
CMRC BIGCOMMERCE HLDGS INC COM SER 1 0.0%
Value ($000) $3 Shares 400 Est. Cost $26.83 Unrealized -59.6%
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $3.98 Unrealized +43.5%
SACH SACHEM CAP CORP COM 0.0%
Value ($000) $3 Shares 1,050 Est. Cost $4.44 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.38 Unrealized -11.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $112.18 Unrealized -31.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $15.46 Unrealized -49.5%
ADVOCATE RISING RATE HEDGE ETF 0.0%
Value ($000) $3 Shares 115 Est. Cost $26.80 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $3 Shares 100 Est. Cost $42.47 Unrealized -18.7%
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $22.86 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $73.42 Unrealized -3.1%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $32.23 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $24.44 Unrealized -71.4%
SCYNEXIS INC COM NEW 0.0%
Value ($000) $2 Shares 1,600 Est. Cost $1.88 Unrealized
ADEA ADEIA INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $6.34 Unrealized +51.8%
CDNA CAREDX INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $21.46 Unrealized -31.0%
EDGIO INC COM 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $3.25 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $69.63 Unrealized +20.1%
LYRA THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 650 Est. Cost $4.62 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $2 Shares 120 Est. Cost $18.60 Unrealized
PNNT PENNANTPARK INVT CORP COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $4.38 Unrealized -15.3%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.67 Unrealized 0.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.60 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $2 Shares 112 Est. Cost $75.25 Unrealized -74.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $14.19 Unrealized +7.0%
SITIO ROYALTIES CORP CLASS A COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $28.86 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.12 Unrealized -65.9%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $17.40 Unrealized -49.6%
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 150 Est. Cost $14.29 Unrealized
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.80 Unrealized +1.9%
DGP DB GOLD DOUBLE LONG EXCHANGE TRADED NOTES 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $73.10 Unrealized -44.1%
ARMOR US EQUITY INDEX ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
ENDRA LIFE SCIENCES INC COM NEW 0.0%
Value ($000) $1 Shares 270 Est. Cost $0.24 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $19.24 Unrealized +26.5%
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $19.08 Unrealized -68.9%
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $1 Shares 75 Est. Cost $26.67 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $216.03 Unrealized -28.2%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized
XPER XPERI INC COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.44 Unrealized 0.0%
VANECK RUSSIA ETF 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $1 Shares 450 Est. Cost $3.02 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 72 Est. Cost $15.05 Unrealized -33.2%
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $1 Shares 149 Est. Cost $6.40 Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $147.13 Unrealized -75.7%
DIGITAL MEDIA SOLUTIONS INC COM CL A 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $63.43 Unrealized +10.1%
MQ MARQETA INC CLASS A COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.83 Unrealized -30.6%
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.79 Unrealized
VBI VACCINES INC CDA COM NEW 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $1.33 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
QQH HCM DEFENDER 100 INDEX ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.80 Unrealized
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.49 Unrealized -34.6%
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT 0.0%
Value ($000) $0 Shares 145 Est. Cost $13.79 Unrealized
KALEYRA INC COM 0.0%
Value ($000) $0 Shares 600 Est. Cost $3.33 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $63.29 Unrealized
KALA PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.47 Unrealized
BROADMARK RLTY CAP INC COM 0.0%
Value ($000) $0 Shares 95 Est. Cost $10.53 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.17 Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.86 Unrealized
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.55 Unrealized 0.0%
MOLECULAR TEMPLATES INC COM 0.0%
Value ($000) $0 Shares 900 Est. Cost $1.11 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.70 Unrealized
REKR REKOR SYSTEMS INC COM 0.0%
Value ($000) $0 Shares 240 Est. Cost $4.71 Unrealized -79.4%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $0 Shares 90 Est. Cost Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $233.56 Unrealized -31.8%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.97 Unrealized +9.4%
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
TMFS MOTLEY FOOL SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.12 Unrealized -55.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.17 Unrealized -25.8%
XPEV XPENG INC ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
STRATA SKIN SCIENCES INC COM NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.32 Unrealized -30.2%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.75 Unrealized -18.3%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.16 Unrealized -56.8%