Worth Asset Management, LLC Quant / Systematic

CIK: 0001927285 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 11, 2023

Total Value ($000): $131,053 (100.0% shares, 0.0% debt)

Holdings (457)

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 28.2%
Value ($000) $36,925 Shares 366,940 Est. Cost $100.25 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 4.2%
Value ($000) $5,521 Shares 60,132 Est. Cost $91.48 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 3.8%
Value ($000) $5,035 Shares 45,582 Est. Cost $110.08 Unrealized
AAPL APPLE INC COM 3.2%
Value ($000) $4,247 Shares 21,897 Est. Cost $164.08 Unrealized +4.9%
BND VANGUARD TOTAL BOND MARKET ETF 2.1%
Value ($000) $2,742 Shares 37,722 Est. Cost $71.83 Unrealized
SVOL SIMPLIFY VOLATILITY PREMIUM ETF 2.0%
Value ($000) $2,663 Shares 116,025 Est. Cost $22.82 Unrealized
BKLN INVESCO SENIOR LOAN ETF 2.0%
Value ($000) $2,573 Shares 122,272 Est. Cost $20.95 Unrealized
FXB INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST 1.6%
Value ($000) $2,065 Shares 16,892 Est. Cost $120.16 Unrealized
FXE INVESCO CURRENCYSHARES EURO TRUST 1.6%
Value ($000) $2,043 Shares 20,265 Est. Cost $100.29 Unrealized
IMVP INVESCO INDIA ETF 1.5%
Value ($000) $2,030 Shares 88,174 Est. Cost $23.02 Unrealized
KRANESHARES QUADRATIC DEFLATION ETF 1.4%
Value ($000) $1,845 Shares 113,405 Est. Cost $15.86 Unrealized
PROSHARES SHORT REAL ESTATE 1.3%
Value ($000) $1,735 Shares 87,829 Est. Cost $20.33 Unrealized
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $1,719 Shares 5,047 Est. Cost $281.04 Unrealized +9.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1.2%
Value ($000) $1,614 Shares 15,037 Est. Cost $106.20 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 1.2%
Value ($000) $1,611 Shares 30,755 Est. Cost $51.21 Unrealized
EWJ ISHARES MSCI JAPAN ETF 1.2%
Value ($000) $1,557 Shares 25,158 Est. Cost $61.23 Unrealized
MLPA GLOBAL X MLP ETF 1.2%
Value ($000) $1,538 Shares 35,831 Est. Cost $42.41 Unrealized
QQQM INVESCO NASDAQ 100 ETF 1.2%
Value ($000) $1,513 Shares 9,954 Est. Cost $132.01 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 1.0%
Value ($000) $1,368 Shares 52,552 Est. Cost $26.04 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 1.0%
Value ($000) $1,359 Shares 39,298 Est. Cost $33.28 Unrealized
TBF PROSHARES SHORT 20 YEAR TREASURY 1.0%
Value ($000) $1,281 Shares 59,049 Est. Cost $21.69 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 1.0%
Value ($000) $1,248 Shares 22,928 Est. Cost $53.47 Unrealized
TXN TEXAS INSTRS INC COM 0.9%
Value ($000) $1,183 Shares 6,570 Est. Cost $160.30 Unrealized -0.8%
TRN TRINITY INDS INC COM 0.8%
Value ($000) $1,112 Shares 43,268 Est. Cost $25.06 Unrealized -18.6%
MGK VANGUARD MEGA CAP GROWTH ETF 0.8%
Value ($000) $1,112 Shares 4,726 Est. Cost $228.91 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.8%
Value ($000) $1,111 Shares 11,497 Est. Cost $96.82 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 0.8%
Value ($000) $1,095 Shares 41,293 Est. Cost $27.96 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.8%
Value ($000) $1,093 Shares 50,011 Est. Cost $22.92 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.8%
Value ($000) $1,075 Shares 15,134 Est. Cost $70.05 Unrealized
GLD SPDR GOLD SHARES 0.8%
Value ($000) $1,048 Shares 5,881 Est. Cost $178.96 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $980 Shares 21,224 Est. Cost $46.17 Unrealized
SJB PROSHARES SHORT HIGH YIELD 0.7%
Value ($000) $966 Shares 52,754 Est. Cost $19.28 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.7%
Value ($000) $937 Shares 2,114 Est. Cost $387.37 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.6%
Value ($000) $756 Shares 13,665 Est. Cost $54.87 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $730 Shares 3,312 Est. Cost $194.14 Unrealized
GDX VANECK GOLD MINERS ETF 0.5%
Value ($000) $720 Shares 23,908 Est. Cost $30.90 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.5%
Value ($000) $716 Shares 38,969 Est. Cost $17.63 Unrealized
DWSH ADVISORSHARES DORSEY WRIGHT SHORT ETF 0.5%
Value ($000) $709 Shares 81,040 Est. Cost $9.33 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.5%
Value ($000) $708 Shares 14,739 Est. Cost $48.27 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.5%
Value ($000) $659 Shares 8,779 Est. Cost $75.07 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $651 Shares 1,761 Est. Cost $309.74 Unrealized
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.5%
Value ($000) $635 Shares 4,601 Est. Cost $133.68 Unrealized
PROSHARES SHORT FINANCIALS 0.5%
Value ($000) $602 Shares 47,306 Est. Cost $12.74 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $598 Shares 1,341 Est. Cost $393.74 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.4%
Value ($000) $570 Shares 11,083 Est. Cost $50.36 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $567 Shares 3,260 Est. Cost $127.32 Unrealized
ACA ARCOSA INC COM 0.4%
Value ($000) $558 Shares 7,360 Est. Cost $54.36 Unrealized +22.9%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.4%
Value ($000) $553 Shares 11,990 Est. Cost $46.56 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.4%
Value ($000) $521 Shares 7,446 Est. Cost $69.93 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $518 Shares 10,014 Est. Cost $51.38 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $437 Shares 1,841 Est. Cost $209.05 Unrealized +7.4%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.3%
Value ($000) $414 Shares 4,167 Est. Cost $99.53 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.3%
Value ($000) $405 Shares 8,209 Est. Cost $49.93 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.3%
Value ($000) $402 Shares 8,512 Est. Cost $46.96 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $398 Shares 3,324 Est. Cost $111.75 Unrealized +2.2%
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 0.3%
Value ($000) $396 Shares 6,300 Est. Cost $60.08 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.3%
Value ($000) $380 Shares 29,721 Est. Cost $12.85 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value ($000) $374 Shares 2,871 Est. Cost $120.24 Unrealized -5.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $364 Shares 5,009 Est. Cost $70.08 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $360 Shares 750 Est. Cost $453.22 Unrealized +2.6%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.3%
Value ($000) $349 Shares 17,906 Est. Cost $19.48 Unrealized
ARROW DWA TACTICAL: MACRO ETF 0.2%
Value ($000) $322 Shares 31,515 Est. Cost $10.39 Unrealized
ARP PMV ADAPTIVE RISK PARITY ETF 0.2%
Value ($000) $320 Shares 12,541 Est. Cost $25.49 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $315 Shares 2,933 Est. Cost $72.24 Unrealized +37.9%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $312 Shares 4,834 Est. Cost $46.15 Unrealized +22.5%
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $291 Shares 13,915 Est. Cost $19.94 Unrealized
PROSHARES SHORT MSCI EMERGING MARKETS 0.2%
Value ($000) $280 Shares 19,129 Est. Cost $15.21 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $279 Shares 7,835 Est. Cost $33.88 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $274 Shares 2,663 Est. Cost $104.98 Unrealized
PGX INVESCO PREFERRED ETF 0.2%
Value ($000) $263 Shares 23,117 Est. Cost $12.10 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $253 Shares 4,471 Est. Cost $60.29 Unrealized -15.1%
ABBV ABBVIE INC COM 0.2%
Value ($000) $245 Shares 1,818 Est. Cost $126.72 Unrealized +5.5%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $244 Shares 1,990 Est. Cost $123.12 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $239 Shares 1,113 Est. Cost $204.78 Unrealized -0.1%
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.2%
Value ($000) $239 Shares 5,931 Est. Cost $39.99 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $238 Shares 1,437 Est. Cost $151.63 Unrealized -1.8%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $236 Shares 3,182 Est. Cost $71.84 Unrealized -2.6%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $221 Shares 1,097 Est. Cost $147.33 Unrealized +15.6%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $220 Shares 6,044 Est. Cost $37.31 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $210 Shares 1,445 Est. Cost $129.76 Unrealized -0.1%
HD HOME DEPOT INC COM 0.2%
Value ($000) $207 Shares 667 Est. Cost $312.49 Unrealized -11.5%
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $202 Shares 2,490 Est. Cost $77.11 Unrealized
WING WINGSTOP INC COM 0.2%
Value ($000) $200 Shares 1,000 Est. Cost $141.78 Unrealized +37.8%
RWM PROSHARES SHORT RUSSELL2000 0.1%
Value ($000) $195 Shares 8,536 Est. Cost $24.60 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $187 Shares 714 Est. Cost $245.27 Unrealized -18.5%
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $185 Shares 2,196 Est. Cost $78.53 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $182 Shares 6,900 Est. Cost $25.80 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $180 Shares 426 Est. Cost $20.88 Unrealized +58.9%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.1%
Value ($000) $174 Shares 9,300 Est. Cost $20.39 Unrealized -10.6%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $172 Shares 1,950 Est. Cost $88.79 Unrealized -10.6%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $166 Shares 355 Est. Cost $383.67 Unrealized +7.2%
LRGE CLEARBRIDGE LARGE CAP GROWTH ESG ETF 0.1%
Value ($000) $164 Shares 3,025 Est. Cost $54.30 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $163 Shares 3,775 Est. Cost $35.56 Unrealized +4.5%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $163 Shares 2,884 Est. Cost $50.79 Unrealized
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.1%
Value ($000) $163 Shares 1,867 Est. Cost $88.38 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $162 Shares 9,142 Est. Cost $17.22 Unrealized
DMLP DORCHESTER MINERALS LP COM UNIT 0.1%
Value ($000) $162 Shares 5,409 Est. Cost $30.00 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $161 Shares 8,368 Est. Cost $21.16 Unrealized
JETS U.S. GLOBAL JETS ETF 0.1%
Value ($000) $160 Shares 7,480 Est. Cost $21.42 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value ($000) $160 Shares 5,855 Est. Cost $18.62 Unrealized +4.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $158 Shares 3,484 Est. Cost $36.63 Unrealized -0.2%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $157 Shares 322 Est. Cost $458.39 Unrealized -12.1%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.1%
Value ($000) $157 Shares 3,827 Est. Cost $40.57 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $154 Shares 1,356 Est. Cost $104.00 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $152 Shares 3,140 Est. Cost $46.27 Unrealized -1.8%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $150 Shares 1,362 Est. Cost $64.67 Unrealized +23.4%
CRM SALESFORCE INC COM 0.1%
Value ($000) $149 Shares 706 Est. Cost $197.54 Unrealized +2.1%
NFLX NETFLIX INC COM 0.1%
Value ($000) $145 Shares 330 Est. Cost $36.74 Unrealized +0.2%
DYNAMIC SHORT SHORT-TERM VOLATILITY FUTURES ETF 0.1%
Value ($000) $142 Shares 5,740 Est. Cost $22.11 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $138 Shares 1,192 Est. Cost $75.43 Unrealized +38.5%
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.1%
Value ($000) $136 Shares 7,520 Est. Cost $17.98 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $135 Shares 1,383 Est. Cost $86.98 Unrealized +6.1%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.1%
Value ($000) $135 Shares 4,700 Est. Cost $28.64 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $132 Shares 1,208 Est. Cost $112.97 Unrealized -10.2%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $130 Shares 1,312 Est. Cost $86.85 Unrealized +12.0%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.1%
Value ($000) $130 Shares 1,559 Est. Cost $83.25 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $130 Shares 847 Est. Cost $128.19 Unrealized +8.0%
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $130 Shares 7,180 Est. Cost $17.76 Unrealized
TXT TEXTRON INC COM 0.1%
Value ($000) $129 Shares 1,900 Est. Cost $71.91 Unrealized -8.5%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $126 Shares 4,080 Est. Cost $32.57 Unrealized
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $123 Shares 3,300 Est. Cost $35.00 Unrealized -8.3%
ACRE ARES COML REAL ESTATE CORP COM 0.1%
Value ($000) $119 Shares 11,767 Est. Cost $10.15 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $118 Shares 1,930 Est. Cost $53.73 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $118 Shares 9,254 Est. Cost $10.71 Unrealized
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 0.1%
Value ($000) $117 Shares 116,744 Est. Cost $1.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $116 Shares 867 Est. Cost $117.11 Unrealized +0.8%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $115 Shares 700 Est. Cost $155.71 Unrealized
T AT&T INC COM 0.1%
Value ($000) $113 Shares 7,105 Est. Cost $15.52 Unrealized -4.7%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.1%
Value ($000) $111 Shares 14,300 Est. Cost $7.13 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $111 Shares 388 Est. Cost $228.31 Unrealized +7.3%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $111 Shares 496 Est. Cost $213.23 Unrealized -8.1%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $108 Shares 670 Est. Cost $134.71 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $108 Shares 3,230 Est. Cost $35.12 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $106 Shares 745 Est. Cost $138.17 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $104 Shares 659 Est. Cost $45.04 Unrealized +8.7%
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND 0.1%
Value ($000) $103 Shares 1,590 Est. Cost $58.24 Unrealized
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $103 Shares 115 Est. Cost $490.58 Unrealized +37.8%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $102 Shares 673 Est. Cost $141.95 Unrealized -0.4%
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 0.1%
Value ($000) $101 Shares 5,397 Est. Cost $21.25 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $99 Shares 645 Est. Cost $155.03 Unrealized
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.1%
Value ($000) $98 Shares 2,641 Est. Cost $37.02 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $97 Shares 2,890 Est. Cost $32.65 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $96 Shares 209 Est. Cost $377.98 Unrealized +14.2%
SHOC STRIVE U.S. SEMICONDUCTOR ETF STRIVE U.S. SEMICONDUCTOR ETF 0.1%
Value ($000) $96 Shares 2,755 Est. Cost $34.69 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $95 Shares 242 Est. Cost $351.61 Unrealized +5.2%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $92 Shares 1,050 Est. Cost $78.10 Unrealized
BKCH GLOBAL X BLOCKCHAIN ETF 0.1%
Value ($000) $91 Shares 2,964 Est. Cost $29.64 Unrealized
DHI D R HORTON INC COM 0.1%
Value ($000) $89 Shares 734 Est. Cost $83.34 Unrealized +28.0%
AVGO BROADCOM INC COM 0.1%
Value ($000) $88 Shares 102 Est. Cost $67.13 Unrealized +2.4%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $88 Shares 2,432 Est. Cost $39.97 Unrealized -26.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.1%
Value ($000) $83 Shares 1,017 Est. Cost $74.45 Unrealized +6.7%
EATON VANCE TAX-MANAGED GLOBAL COM 0.1%
Value ($000) $81 Shares 9,850 Est. Cost $8.13 Unrealized
OPPJ WISDOMTREE JAPAN HEDGED SMALLCAP EQUITY FUND 0.1%
Value ($000) $80 Shares 1,499 Est. Cost $53.38 Unrealized
GTLS CHART INDS INC COM 0.1%
Value ($000) $80 Shares 500 Est. Cost $160.62 Unrealized -20.4%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $76 Shares 1,103 Est. Cost $73.22 Unrealized -12.2%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $76 Shares 1,549 Est. Cost $41.13 Unrealized +8.2%
IPO RENAISSANCE IPO ETF 0.1%
Value ($000) $75 Shares 2,305 Est. Cost $32.71 Unrealized
FEMB FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF 0.1%
Value ($000) $75 Shares 2,615 Est. Cost $28.68 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $74 Shares 2,000 Est. Cost $33.29 Unrealized -3.7%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $74 Shares 302 Est. Cost $215.98 Unrealized +3.1%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $73 Shares 1,523 Est. Cost $44.95 Unrealized
PIONEER NAT RES CO COM 0.1%
Value ($000) $72 Shares 348 Est. Cost $245.05 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $71 Shares 131 Est. Cost $494.46 Unrealized -1.5%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $69 Shares 2,283 Est. Cost $50.63 Unrealized -46.8%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $68 Shares 672 Est. Cost $93.96 Unrealized
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.1%
Value ($000) $66 Shares 1,963 Est. Cost $33.66 Unrealized
EMBD GLOBAL X EMERGING MARKETS BOND ETF 0.1%
Value ($000) $66 Shares 3,005 Est. Cost $21.50 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $65 Shares 1,145 Est. Cost $49.91 Unrealized 0.0%
PSFD PACER SWAN SOS FLEX (JANUARY) ETF 0.0%
Value ($000) $64 Shares 2,375 Est. Cost $25.40 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $64 Shares 361 Est. Cost $162.55 Unrealized 0.0%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $63 Shares 923 Est. Cost $64.68 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $62 Shares 935 Est. Cost $83.01 Unrealized -18.1%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value ($000) $60 Shares 1,711 Est. Cost $36.22 Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $22.82 Unrealized +19.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $58 Shares 1,765 Est. Cost $29.51 Unrealized -3.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $58 Shares 27 Est. Cost $30.23 Unrealized +30.9%
VST VISTRA CORP COM 0.0%
Value ($000) $57 Shares 2,180 Est. Cost $23.61 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $57 Shares 945 Est. Cost $58.20 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $57 Shares 202 Est. Cost $230.06 Unrealized +7.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $56 Shares 770 Est. Cost $65.34 Unrealized
MTDR MATADOR RES CO COM 0.0%
Value ($000) $55 Shares 1,059 Est. Cost $48.21 Unrealized +0.2%
PIMCO HIGH INCOME FD COM SHS 0.0%
Value ($000) $55 Shares 11,070 Est. Cost $5.00 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $55 Shares 400 Est. Cost $104.78 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $55 Shares 160 Est. Cost $320.15 Unrealized +1.9%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $54 Shares 212 Est. Cost $82.06 Unrealized +26.8%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $54 Shares 2,875 Est. Cost $18.75 Unrealized
ABRDN INCOME CREDIT STRATEGIES COM 0.0%
Value ($000) $52 Shares 7,585 Est. Cost $6.84 Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value ($000) $51 Shares 2,914 Est. Cost $18.41 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $48 Shares 171 Est. Cost $249.44 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $45 Shares 1,032 Est. Cost $39.24 Unrealized -0.6%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $45 Shares 151 Est. Cost $261.09 Unrealized +4.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $45 Shares 641 Est. Cost $66.39 Unrealized -1.6%
NATIONWIDE NASDAQ-100 RISK-MANAGED INCOME ETF 0.0%
Value ($000) $44 Shares 2,045 Est. Cost $21.55 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $42 Shares 669 Est. Cost $56.81 Unrealized 0.0%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $42 Shares 566 Est. Cost $69.25 Unrealized
KMLM KFA MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF 0.0%
Value ($000) $41 Shares 1,360 Est. Cost $34.71 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $41 Shares 700 Est. Cost $55.52 Unrealized +3.2%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $41 Shares 1,213 Est. Cost $31.16 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $41 Shares 950 Est. Cost $48.49 Unrealized -22.4%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $40 Shares 415 Est. Cost $73.20 Unrealized +20.9%
VERITIV CORP COM 0.0%
Value ($000) $39 Shares 311 Est. Cost $125.61 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $38 Shares 967 Est. Cost $36.26 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $37 Shares 554 Est. Cost $50.23 Unrealized +22.3%
CNH CNH INDL N V SHS 0.0%
Value ($000) $37 Shares 2,600 Est. Cost $13.15 Unrealized 0.0%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $37 Shares 1,660 Est. Cost $22.88 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $37 Shares 857 Est. Cost $30.37 Unrealized +27.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $35 Shares 500 Est. Cost $62.37 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $35 Shares 1,477 Est. Cost $23.85 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $33 Shares 280 Est. Cost $122.56 Unrealized -11.6%
TXO TXO PARTNERS LP COM UNIT 0.0%
Value ($000) $31 Shares 1,425 Est. Cost $21.65 Unrealized
PGIM GLOBAL HIGH YIELD FD FORM COM 0.0%
Value ($000) $30 Shares 2,750 Est. Cost $10.97 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $30 Shares 590 Est. Cost $50.37 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 175 Est. Cost $167.03 Unrealized -7.1%
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $28 Shares 944 Est. Cost $25.06 Unrealized -7.6%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $28 Shares 200 Est. Cost $115.07 Unrealized +17.8%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $28 Shares 204 Est. Cost $115.96 Unrealized
SUMMIT THERAPEUTICS INC COM 0.0%
Value ($000) $28 Shares 10,956 Est. Cost $1.71 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $27 Shares 429 Est. Cost $56.83 Unrealized +3.7%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $27 Shares 120 Est. Cost $252.93 Unrealized -20.8%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $27 Shares 800 Est. Cost $31.23 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $27 Shares 500 Est. Cost $45.25 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $25 Shares 45 Est. Cost $112.05 Unrealized -10.8%
ORCL ORACLE CORP COM 0.0%
Value ($000) $25 Shares 209 Est. Cost $86.28 Unrealized +16.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $25 Shares 750 Est. Cost $33.14 Unrealized -10.4%
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $24 Shares 680 Est. Cost $33.19 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $24 Shares 185 Est. Cost $113.76 Unrealized +6.3%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $24 Shares 320 Est. Cost $71.51 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $23 Shares 742 Est. Cost $28.11 Unrealized -6.0%
KEUA KRANESHARES EUROPEAN CARBON ALLOWANCE STRATEGY ETF 0.0%
Value ($000) $23 Shares 700 Est. Cost $34.06 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $23 Shares 875 Est. Cost $24.69 Unrealized +1.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $23 Shares 1,359 Est. Cost $14.46 Unrealized -1.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $23 Shares 70 Est. Cost $319.80 Unrealized -3.7%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $23 Shares 300 Est. Cost $73.33 Unrealized
AXS SHORT INNOVATION DAILY ETF 0.0%
Value ($000) $22 Shares 620 Est. Cost $40.08 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $22 Shares 1,560 Est. Cost $15.26 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $22 Shares 384 Est. Cost $75.54 Unrealized -33.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $22 Shares 163 Est. Cost $127.02 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $21 Shares 62 Est. Cost $282.81 Unrealized +12.7%
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 0.0%
Value ($000) $21 Shares 588 Est. Cost $36.29 Unrealized
PROSHARES SHORT QQQ 0.0%
Value ($000) $21 Shares 2,012 Est. Cost $14.72 Unrealized
CION CION INVT CORP COM 0.0%
Value ($000) $21 Shares 2,043 Est. Cost $5.97 Unrealized +10.7%
UNP UNION PAC CORP COM 0.0%
Value ($000) $21 Shares 103 Est. Cost $187.00 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 311 Est. Cost $70.28 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $20 Shares 550 Est. Cost $42.05 Unrealized -21.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $20 Shares 1,560 Est. Cost $17.72 Unrealized -26.8%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $20 Shares 1,017 Est. Cost $12.44 Unrealized +1.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $19 Shares 182 Est. Cost $83.73 Unrealized +12.8%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $19 Shares 415 Est. Cost $42.89 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $107.20 Unrealized -25.2%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $18 Shares 389 Est. Cost $44.21 Unrealized
TILL TEUCRIUM AGRICULTURAL STRATEGY NO K-1 ETF 0.0%
Value ($000) $18 Shares 535 Est. Cost $34.19 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $18 Shares 353 Est. Cost $49.70 Unrealized -4.3%
DXPE DXP ENTERPRISES INC COM NEW 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.38 Unrealized +6.4%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $18 Shares 569 Est. Cost $23.35 Unrealized +18.2%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $18 Shares 940 Est. Cost $20.22 Unrealized -42.1%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $17 Shares 147 Est. Cost $142.81 Unrealized -26.8%
EOG EOG RES INC COM 0.0%
Value ($000) $17 Shares 146 Est. Cost $99.70 Unrealized +4.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $17 Shares 200 Est. Cost $86.08 Unrealized
CRK COMSTOCK RES INC COM 0.0%
Value ($000) $16 Shares 1,420 Est. Cost $12.03 Unrealized -16.2%
DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES 0.0%
Value ($000) $16 Shares 2,104 Est. Cost $7.80 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $16 Shares 191 Est. Cost $80.66 Unrealized -2.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $16 Shares 450 Est. Cost $31.03 Unrealized +8.2%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $16 Shares 1,067 Est. Cost $15.17 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $16 Shares 80 Est. Cost $151.24 Unrealized +17.0%
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $15 Shares 665 Est. Cost $19.19 Unrealized +4.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $15 Shares 980 Est. Cost $10.43 Unrealized +2.5%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $26.62 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $14 Shares 52 Est. Cost $172.99 Unrealized +43.1%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.49 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $14 Shares 152 Est. Cost $58.04 Unrealized +40.2%
HPK HIGHPEAK ENERGY INC COM 0.0%
Value ($000) $13 Shares 1,207 Est. Cost $24.65 Unrealized -33.9%
KO COCA COLA CO COM 0.0%
Value ($000) $13 Shares 216 Est. Cost $54.84 Unrealized +4.6%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $13 Shares 310 Est. Cost $107.89 Unrealized -66.9%
LIN LINDE PLC SHS 0.0%
Value ($000) $13 Shares 34 Est. Cost $352.90 Unrealized 0.0%
HALLMARK FINL SVCS INC COM 0.0%
Value ($000) $13 Shares 2,395 Est. Cost $5.40 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $13 Shares 312 Est. Cost $38.15 Unrealized -1.8%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $131.01 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $13 Shares 41 Est. Cost $279.68 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $13 Shares 26 Est. Cost $407.84 Unrealized 0.0%
VSAT VIASAT INC COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $46.02 Unrealized -15.5%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $12 Shares 400 Est. Cost $30.89 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $12 Shares 102 Est. Cost $102.15 Unrealized +6.5%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $12 Shares 290 Est. Cost $36.65 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $12 Shares 225 Est. Cost $53.52 Unrealized -15.1%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $12 Shares 141 Est. Cost $76.14 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $12 Shares 250 Est. Cost $37.48 Unrealized -4.3%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $12 Shares 57 Est. Cost $175.56 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $76.96 Unrealized +39.3%
ARGT GLOBAL X MSCI ARGENTINA ETF 0.0%
Value ($000) $12 Shares 255 Est. Cost $45.78 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $12 Shares 63 Est. Cost $170.56 Unrealized 0.0%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $12 Shares 1,325 Est. Cost $12.16 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $12 Shares 378 Est. Cost $25.72 Unrealized +5.4%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.43 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $11 Shares 185 Est. Cost $54.05 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $11 Shares 154 Est. Cost $58.65 Unrealized +16.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $11 Shares 142 Est. Cost $72.91 Unrealized 0.0%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $10 Shares 204 Est. Cost $47.19 Unrealized +5.9%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $77.38 Unrealized -0.4%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $10 Shares 109 Est. Cost $91.74 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $10 Shares 72 Est. Cost $138.40 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $10 Shares 59 Est. Cost $173.47 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $230.34 Unrealized -13.2%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $10 Shares 100 Est. Cost $21.82 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $10 Shares 34 Est. Cost $288.47 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 92 Est. Cost $105.48 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $10 Shares 90 Est. Cost $131.94 Unrealized -15.6%
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $10 Shares 524 Est. Cost $29.36 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $10 Shares 190 Est. Cost $46.14 Unrealized -1.4%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $10 Shares 22 Est. Cost $442.65 Unrealized 0.0%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $10 Shares 518 Est. Cost $20.11 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $9 Shares 251 Est. Cost $39.84 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $9 Shares 56 Est. Cost $171.95 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $9 Shares 71 Est. Cost $186.58 Unrealized -27.7%
RZV INVESCO S&P SMALLCAP 600 PURE VALUE ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.57 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $9 Shares 23 Est. Cost $363.01 Unrealized +1.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $9 Shares 53 Est. Cost $190.28 Unrealized -11.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $9 Shares 37 Est. Cost $226.23 Unrealized -7.7%
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 810 Est. Cost $7.41 Unrealized -2.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $9 Shares 25 Est. Cost $302.56 Unrealized 0.0%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $8 Shares 191 Est. Cost $39.04 Unrealized
BEACON ROOFING SUPPLY INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $60.00 Unrealized
STXD STRIVE 1000 DIVIDEND GROWTH ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.46 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $43.35 Unrealized +8.9%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $99.21 Unrealized +9.3%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.84 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $8 Shares 305 Est. Cost $38.14 Unrealized -35.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $8 Shares 138 Est. Cost $56.87 Unrealized 0.0%
ITERIS INC NEW COM 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $2.50 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $8 Shares 450 Est. Cost $14.18 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $214.65 Unrealized -15.7%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $72.73 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $41.50 Unrealized -24.8%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $7 Shares 156 Est. Cost $50.45 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $100.00 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $127.47 Unrealized +12.4%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $7 Shares 25 Est. Cost $293.19 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $7 Shares 262 Est. Cost $37.56 Unrealized -30.9%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $7 Shares 3,250 Est. Cost $3.53 Unrealized -55.7%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $7 Shares 197 Est. Cost $35.53 Unrealized
RINF PROSHARES INFLATION EXPECTATIONS ETF 0.0%
Value ($000) $7 Shares 206 Est. Cost $32.55 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $337.77 Unrealized -40.1%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $7 Shares 29 Est. Cost $236.82 Unrealized -15.2%
VAMO CAMBRIA VALUE & MOMENTUM ETF 0.0%
Value ($000) $6 Shares 250 Est. Cost $27.21 Unrealized
EVGO EVGO INC CL A COM 0.0%
Value ($000) $6 Shares 1,550 Est. Cost $5.10 Unrealized 0.0%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $6 Shares 220 Est. Cost $27.77 Unrealized
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $6 Shares 142 Est. Cost $41.57 Unrealized -8.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $6 Shares 125 Est. Cost $42.74 Unrealized 0.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $45.45 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $202.51 Unrealized +0.4%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
89BIO INC COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $15.23 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $102.79 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 800 Est. Cost $12.35 Unrealized -42.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $6 Shares 38 Est. Cost $145.63 Unrealized -3.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $5 Shares 61 Est. Cost $89.19 Unrealized -4.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $5 Shares 39 Est. Cost $108.39 Unrealized +18.8%
QURE UNIQURE NV SHS 0.0%
Value ($000) $5 Shares 450 Est. Cost $17.46 Unrealized +8.5%
HBB HAMILTON BEACH BRANDS HLDG CO COM CL A 0.0%
Value ($000) $5 Shares 524 Est. Cost $11.53 Unrealized -19.9%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $5 Shares 198 Est. Cost $24.64 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $5 Shares 40 Est. Cost $112.04 Unrealized +2.5%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $14.63 Unrealized -1.7%
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $145.74 Unrealized -29.7%
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $5 Shares 162 Est. Cost $27.34 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $300.00 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $217.37 Unrealized -1.7%
MATTERPORT INC COM CL A 0.0%
Value ($000) $4 Shares 1,400 Est. Cost $4.62 Unrealized
ADEA ADEIA INC COM 0.0%
Value ($000) $4 Shares 400 Est. Cost $7.24 Unrealized +20.7%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $4 Shares 99 Est. Cost $43.80 Unrealized
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $4 Shares 1,550 Est. Cost $6.14 Unrealized -53.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $112.18 Unrealized -22.5%
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $3.98 Unrealized +147.3%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $4 Shares 350 Est. Cost $12.94 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $81.73 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $9.38 Unrealized +2.2%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $4 Shares 450 Est. Cost $7.27 Unrealized 0.0%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $125.50 Unrealized -27.9%
SCYNEXIS INC COM NEW 0.0%
Value ($000) $4 Shares 1,200 Est. Cost $1.88 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
FISKER INC CL A COM STK 0.0%
Value ($000) $3 Shares 600 Est. Cost $10.00 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $80.08 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $58.77 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $24.44 Unrealized -69.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $94.13 Unrealized -21.9%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.67 Unrealized +73.1%
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $22.86 Unrealized
LYRA THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 650 Est. Cost $4.62 Unrealized
ETFMG TRAVEL TECH ETF 0.0%
Value ($000) $3 Shares 155 Est. Cost $17.03 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $32.78 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $44.82 Unrealized -5.4%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $54.72 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $17.40 Unrealized -47.5%
PNNT PENNANTPARK INVT CORP COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $4.38 Unrealized -16.5%
CDNA CAREDX INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $21.46 Unrealized -61.2%
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.92 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $38.06 Unrealized
JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $56.81 Unrealized
SITIO ROYALTIES CORP CLASS A COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $28.86 Unrealized
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.21 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $1 Shares 112 Est. Cost $75.25 Unrealized -82.6%
DGP DB GOLD DOUBLE LONG EXCHANGE TRADED NOTES 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $216.41 Unrealized
ARMOR US EQUITY INDEX ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
XPER XPERI INC COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.44 Unrealized -5.3%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $216.03 Unrealized +0.0%
MQ MARQETA INC CLASS A COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $6.65 Unrealized -31.8%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $70.89 Unrealized -32.1%
KALEYRA INC COM 0.0%
Value ($000) $1 Shares 172 Est. Cost $3.33 Unrealized
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $1 Shares 600 Est. Cost $2.60 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $1 Shares 450 Est. Cost $3.02 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $30.31 Unrealized 0.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $251.08 Unrealized -14.5%
EDGIO INC COM 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $3.25 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 72 Est. Cost $15.05 Unrealized -10.1%
ENDRA LIFE SCIENCES INC COM NEW 0.0%
Value ($000) $1 Shares 670 Est. Cost $0.93 Unrealized
PROSHARES SHORT S&P500 0.0%
Value ($000) $1 Shares 60 Est. Cost $15.00 Unrealized
EFZ PROSHARES SHORT MSCI EAFE 0.0%
Value ($000) $1 Shares 45 Est. Cost $23.67 Unrealized
LGH HCM DEFENDER 500 INDEX ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $34.01 Unrealized
REKR REKOR SYSTEMS INC COM 0.0%
Value ($000) $1 Shares 440 Est. Cost $3.25 Unrealized -57.1%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $14.19 Unrealized +4.2%
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $19.08 Unrealized -80.8%
QQH HCM DEFENDER 100 INDEX ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.80 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $11.47 Unrealized
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.32 Unrealized 0.0%
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $1 Shares 75 Est. Cost $26.67 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.13 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $157.45 Unrealized -25.7%
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT 0.0%
Value ($000) $0 Shares 145 Est. Cost $13.79 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.49 Unrealized -59.3%
MOLECULAR TEMPLATES INC COM 0.0%
Value ($000) $0 Shares 900 Est. Cost $1.11 Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 6 Est. Cost $65.00 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.60 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.97 Unrealized +35.7%
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 -31.4%
VBI VACCINES INC CDA COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.33 Unrealized
DIGITAL MEDIA SOLUTIONS INC COM CL A 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.00 Unrealized
KALA PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.12 Unrealized -46.3%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $58.40 Unrealized -36.9%
TMFS MOTLEY FOOL SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
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 -30.2%
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 -44.7%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.75 Unrealized -12.2%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.16 Unrealized -59.5%
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 150 Est. Cost $6.67 Unrealized