ISLAY CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0001738560 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 7, 2023

Total Value ($000): $113,418 (100.0% shares, 0.0% debt)

Holdings (221)

AVUV AMERICAN CENTY ETF TR 6.5%
Value ($000) $7,373 Shares 94,995 Est. Cost $74.06 Unrealized
SCHD SCHWAB STRATEGIC TR 5.9%
Value ($000) $6,730 Shares 92,668 Est. Cost $66.05 Unrealized
SCHB SCHWAB STRATEGIC TR 4.0%
Value ($000) $4,496 Shares 86,969 Est. Cost $61.35 Unrealized
AAPL APPLE INC 3.8%
Value ($000) $4,288 Shares 22,104 Est. Cost $118.51 Unrealized +45.2%
CORP PIMCO ETF TR 3.7%
Value ($000) $4,148 Shares 43,733 Est. Cost $96.64 Unrealized
SCHO SCHWAB STRATEGIC TR 3.2%
Value ($000) $3,595 Shares 74,799 Est. Cost $50.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $3,256 Shares 9,547 Est. Cost $245.00 Unrealized +33.2%
RSPT INVESCO EXCHANGE TRADED FD T 2.7%
Value ($000) $3,105 Shares 10,557 Est. Cost $278.92 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $3,016 Shares 8,857 Est. Cost $140.85 Unrealized +118.1%
IEFA ISHARES TR 2.3%
Value ($000) $2,638 Shares 39,086 Est. Cost $66.87 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.3%
Value ($000) $2,634 Shares 53,893 Est. Cost $50.62 Unrealized
EMB ISHARES TR 2.1%
Value ($000) $2,389 Shares 27,602 Est. Cost $86.68 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 1.7%
Value ($000) $1,978 Shares 113,170 Est. Cost $17.25 Unrealized
COR AMERISOURCEBERGEN CORP 1.7%
Value ($000) $1,887 Shares 9,805 Est. Cost $133.35 Unrealized +26.8%
COP CONOCOPHILLIPS 1.3%
Value ($000) $1,522 Shares 14,694 Est. Cost $32.09 Unrealized +194.4%
IVV ISHARES TR 1.2%
Value ($000) $1,411 Shares 3,166 Est. Cost $383.36 Unrealized
SO SOUTHERN CO 1.2%
Value ($000) $1,372 Shares 19,525 Est. Cost $52.30 Unrealized +24.9%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $1,316 Shares 31,681 Est. Cost $36.27 Unrealized +1.1%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $1,309 Shares 2,844 Est. Cost $320.11 Unrealized +34.8%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,286 Shares 11,988 Est. Cost $49.51 Unrealized +101.2%
FCOR FIDELITY MERRIMACK STR TR 1.1%
Value ($000) $1,278 Shares 27,947 Est. Cost $45.92 Unrealized
CASY CASEYS GEN STORES INC 1.1%
Value ($000) $1,270 Shares 5,206 Est. Cost $197.38 Unrealized +13.2%
SPTL SPDR SER TR 1.1%
Value ($000) $1,247 Shares 41,695 Est. Cost $35.14 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $1,243 Shares 10,381 Est. Cost $106.29 Unrealized +7.5%
NUVEEN S&P 500 BUY-WRITE INC 1.0%
Value ($000) $1,145 Shares 85,650 Est. Cost $13.37 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,066 Shares 6,438 Est. Cost $145.04 Unrealized +2.7%
DGRO ISHARES TR 0.9%
Value ($000) $1,055 Shares 20,478 Est. Cost $46.33 Unrealized
FTNT FORTINET INC 0.9%
Value ($000) $1,030 Shares 13,630 Est. Cost $53.40 Unrealized +27.3%
THO THOR INDS INC 0.9%
Value ($000) $1,005 Shares 9,708 Est. Cost $79.83 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.9%
Value ($000) $983 Shares 10,396 Est. Cost $71.62 Unrealized +12.5%
BA BOEING CO 0.9%
Value ($000) $978 Shares 4,631 Est. Cost $207.74 Unrealized -0.0%
BCC BOISE CASCADE CO DEL 0.8%
Value ($000) $943 Shares 10,436 Est. Cost $64.24 Unrealized 0.0%
PATK PATRICK INDS INC 0.8%
Value ($000) $928 Shares 11,603 Est. Cost $44.73 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $926 Shares 1,926 Est. Cost $322.13 Unrealized +44.3%
ACI ALBERTSONS COS INC 0.8%
Value ($000) $923 Shares 42,320 Est. Cost $18.56 Unrealized +4.0%
DEM WISDOMTREE TR 0.8%
Value ($000) $919 Shares 24,012 Est. Cost $39.36 Unrealized
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $902 Shares 12,038 Est. Cost $84.42 Unrealized
VERITIV CORP 0.8%
Value ($000) $893 Shares 7,107 Est. Cost $125.61 Unrealized
RYZ RYERSON HLDG CORP 0.8%
Value ($000) $878 Shares 20,250 Est. Cost $31.44 Unrealized +18.1%
DVY ISHARES TR 0.8%
Value ($000) $874 Shares 7,717 Est. Cost $105.64 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.8%
Value ($000) $873 Shares 56,949 Est. Cost $7.83 Unrealized +45.2%
MUSA MURPHY USA INC 0.8%
Value ($000) $856 Shares 2,750 Est. Cost $276.59 Unrealized 0.0%
FRDM EA SERIES TRUST 0.7%
Value ($000) $847 Shares 27,004 Est. Cost $29.39 Unrealized
AN AUTONATION INC 0.7%
Value ($000) $846 Shares 5,137 Est. Cost $127.82 Unrealized +8.6%
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value ($000) $839 Shares 4,285 Est. Cost $173.97 Unrealized +4.0%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $823 Shares 2,093 Est. Cost $353.18 Unrealized +4.7%
PAG PENSKE AUTOMOTIVE GRP INC 0.7%
Value ($000) $818 Shares 4,907 Est. Cost $118.75 Unrealized +22.2%
SANM SANMINA CORPORATION 0.7%
Value ($000) $818 Shares 13,565 Est. Cost $54.81 Unrealized 0.0%
AMLP ALPS ETF TR 0.7%
Value ($000) $811 Shares 20,681 Est. Cost $31.75 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.7%
Value ($000) $798 Shares 3,091 Est. Cost $187.31 Unrealized +22.7%
ARW ARROW ELECTRS INC 0.7%
Value ($000) $790 Shares 5,517 Est. Cost $108.82 Unrealized +14.4%
SIG SIGNET JEWELERS LIMITED 0.7%
Value ($000) $778 Shares 11,922 Est. Cost $67.00 Unrealized 0.0%
ONEQ FIDELITY COMWLTH TR 0.7%
Value ($000) $776 Shares 14,348 Est. Cost $56.95 Unrealized
IEMG ISHARES INC 0.7%
Value ($000) $769 Shares 15,605 Est. Cost $48.88 Unrealized
CVI CVR ENERGY INC 0.7%
Value ($000) $769 Shares 25,671 Est. Cost $26.33 Unrealized -13.6%
WELLS FARGO CO NEW 0.6%
Value ($000) $732 Shares 635 Est. Cost $1176.25 Unrealized
KR KROGER CO 0.6%
Value ($000) $720 Shares 15,321 Est. Cost $41.92 Unrealized +7.3%
PPC PILGRIMS PRIDE CORP 0.6%
Value ($000) $716 Shares 33,317 Est. Cost $22.50 Unrealized 0.0%
UVE UNIVERSAL INS HLDGS INC 0.6%
Value ($000) $682 Shares 44,207 Est. Cost $16.57 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.6%
Value ($000) $679 Shares 3,071 Est. Cost $33.83 Unrealized +29.3%
FLTB FIDELITY MERRIMACK STR TR 0.6%
Value ($000) $676 Shares 14,091 Est. Cost $50.70 Unrealized
HYG ISHARES TR 0.6%
Value ($000) $636 Shares 8,474 Est. Cost $74.19 Unrealized
PSX PHILLIPS 66 0.6%
Value ($000) $629 Shares 6,599 Est. Cost $61.91 Unrealized +43.0%
MPC MARATHON PETE CORP 0.6%
Value ($000) $628 Shares 5,385 Est. Cost $61.64 Unrealized +78.3%
IVOL KRANESHARES TR 0.5%
Value ($000) $571 Shares 27,735 Est. Cost $28.03 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value ($000) $545 Shares 3,030 Est. Cost $153.06 Unrealized +3.9%
BANK AMERICA CORP 0.5%
Value ($000) $527 Shares 450 Est. Cost $1167.76 Unrealized
UYLD ANGEL OAK FUNDS TRUST 0.4%
Value ($000) $504 Shares 10,000 Est. Cost $50.44 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $486 Shares 3,730 Est. Cost $123.73 Unrealized -7.7%
PHYS SPROTT PHYSICAL GOLD TR 0.4%
Value ($000) $469 Shares 31,411 Est. Cost $14.92 Unrealized
WHD CACTUS INC 0.4%
Value ($000) $441 Shares 10,430 Est. Cost $36.95 Unrealized +5.5%
SPSM SPDR SER TR 0.4%
Value ($000) $435 Shares 11,202 Est. Cost $41.56 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $435 Shares 8,856 Est. Cost $49.39 Unrealized -9.9%
COLD AMERICOLD REALTY TRUST INC 0.4%
Value ($000) $422 Shares 13,073 Est. Cost $29.65 Unrealized
CI THE CIGNA GROUP 0.4%
Value ($000) $414 Shares 1,477 Est. Cost $167.60 Unrealized +47.9%
EMR EMERSON ELEC CO 0.4%
Value ($000) $412 Shares 4,557 Est. Cost $82.48 Unrealized -2.9%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $407 Shares 1,319 Est. Cost $278.85 Unrealized +0.3%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $394 Shares 2,707 Est. Cost $127.99 Unrealized +1.3%
TLT ISHARES TR 0.3%
Value ($000) $387 Shares 3,757 Est. Cost $116.16 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $372 Shares 3,682 Est. Cost $91.25 Unrealized
PIMCO ENERGY & TACTICAL CR O 0.3%
Value ($000) $303 Shares 19,241 Est. Cost $11.38 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.3%
Value ($000) $301 Shares 38,624 Est. Cost $7.79 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $299 Shares 3,051 Est. Cost $55.53 Unrealized +66.2%
APO APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $296 Shares 3,860 Est. Cost $61.02 Unrealized +5.0%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $273 Shares 645 Est. Cost $16.53 Unrealized +100.7%
CATH GLOBAL X FDS 0.2%
Value ($000) $272 Shares 5,000 Est. Cost $49.57 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $258 Shares 18,300 Est. Cost $8.52 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $225 Shares 2,258 Est. Cost $104.00 Unrealized
BIL SPDR SER TR 0.2%
Value ($000) $202 Shares 2,200 Est. Cost $91.82 Unrealized
SBR SABINE RTY TR 0.2%
Value ($000) $197 Shares 3,000 Est. Cost $35.38 Unrealized
MCO MOODYS CORP 0.2%
Value ($000) $188 Shares 541 Est. Cost $282.31 Unrealized +9.9%
HPK HIGHPEAK ENERGY INC 0.2%
Value ($000) $180 Shares 16,550 Est. Cost $24.50 Unrealized -33.4%
CVS CVS HEALTH CORP 0.2%
Value ($000) $176 Shares 2,547 Est. Cost $52.77 Unrealized +21.8%
DE DEERE & CO 0.1%
Value ($000) $154 Shares 380 Est. Cost $248.52 Unrealized +48.0%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $149 Shares 6,035 Est. Cost $29.08 Unrealized
HEARTLAND FINL USA INC 0.1%
Value ($000) $146 Shares 5,250 Est. Cost $49.74 Unrealized
AES AES CORP 0.1%
Value ($000) $126 Shares 6,088 Est. Cost $15.37 Unrealized +26.9%
AZO AUTOZONE INC 0.1%
Value ($000) $125 Shares 50 Est. Cost $1132.68 Unrealized +125.2%
HOMB HOME BANCSHARES INC 0.1%
Value ($000) $124 Shares 5,418 Est. Cost $23.21 Unrealized -6.1%
DOW DOW INC 0.1%
Value ($000) $115 Shares 2,160 Est. Cost $48.23 Unrealized -6.2%
QUAL ISHARES TR 0.1%
Value ($000) $108 Shares 800 Est. Cost $101.15 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $107 Shares 2,500 Est. Cost $39.36 Unrealized -4.4%
KO COCA COLA CO 0.1%
Value ($000) $103 Shares 1,711 Est. Cost $44.51 Unrealized +28.9%
WMT WALMART INC 0.1%
Value ($000) $102 Shares 650 Est. Cost $39.98 Unrealized +22.5%
REMX VANECK ETF TRUST 0.1%
Value ($000) $96 Shares 1,150 Est. Cost $83.16 Unrealized
INTU INTUIT 0.1%
Value ($000) $94 Shares 205 Est. Cost $340.23 Unrealized +26.7%
BX BLACKSTONE INC 0.1%
Value ($000) $93 Shares 1,000 Est. Cost $42.09 Unrealized +90.4%
GLD SPDR GOLD TR 0.1%
Value ($000) $89 Shares 500 Est. Cost $178.27 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $85 Shares 700 Est. Cost $108.53 Unrealized +5.9%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $85 Shares 450 Est. Cost $97.32 Unrealized +75.1%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $84 Shares 951 Est. Cost $69.47 Unrealized +5.8%
V VISA INC 0.1%
Value ($000) $83 Shares 350 Est. Cost $191.13 Unrealized +17.4%
NG NOVAGOLD RES INC 0.1%
Value ($000) $80 Shares 20,000 Est. Cost $6.92 Unrealized -22.3%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $77 Shares 5,257 Est. Cost $17.85 Unrealized -7.5%
PFE PFIZER INC 0.1%
Value ($000) $74 Shares 2,021 Est. Cost $26.68 Unrealized +24.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $67 Shares 1,479 Est. Cost $30.73 Unrealized +19.0%
OEF ISHARES TR 0.1%
Value ($000) $64 Shares 310 Est. Cost $143.91 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $64 Shares 1,000 Est. Cost $68.60 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $62 Shares 453 Est. Cost $66.46 Unrealized +67.3%
ORCL ORACLE CORP 0.1%
Value ($000) $60 Shares 500 Est. Cost $53.82 Unrealized +86.5%
COHEN & STEERS REIT & PFD & 0.1%
Value ($000) $57 Shares 3,000 Est. Cost $23.73 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $56 Shares 127 Est. Cost $251.08 Unrealized +76.3%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $56 Shares 135 Est. Cost $291.54 Unrealized +32.1%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $56 Shares 900 Est. Cost $54.20 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $55 Shares 124 Est. Cost $29.65 Unrealized +24.2%
ABT ABBOTT LABS 0.0%
Value ($000) $55 Shares 500 Est. Cost $81.94 Unrealized +23.8%
OSK OSHKOSH CORP 0.0%
Value ($000) $50 Shares 573 Est. Cost $72.88 Unrealized +2.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $48 Shares 101 Est. Cost $428.68 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $52.95 Unrealized -14.2%
ENCORE WIRE CORP 0.0%
Value ($000) $48 Shares 256 Est. Cost $112.87 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $47 Shares 350 Est. Cost $64.69 Unrealized +106.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $43 Shares 980 Est. Cost $62.33 Unrealized
RANI RANI THERAPEUTICS HLDGS INC 0.0%
Value ($000) $40 Shares 9,611 Est. Cost $11.48 Unrealized -59.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $39 Shares 80 Est. Cost $421.23 Unrealized -4.4%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $38 Shares 1,235 Est. Cost $30.69 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $38 Shares 210 Est. Cost $133.33 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $118.79 Unrealized -8.8%
EQT EQT CORP 0.0%
Value ($000) $35 Shares 849 Est. Cost $39.03 Unrealized -12.8%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $35 Shares 250 Est. Cost $103.43 Unrealized +28.5%
APA APA CORPORATION 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $16.01 Unrealized +97.4%
USIG ISHARES TR 0.0%
Value ($000) $34 Shares 674 Est. Cost $58.33 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $32.31 Unrealized -4.9%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $33 Shares 430 Est. Cost $81.42 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $32 Shares 197 Est. Cost $102.52 Unrealized +36.8%
PFF ISHARES TR 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $38.69 Unrealized
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $31 Shares 280 Est. Cost $98.99 Unrealized -4.2%
BVS BIOVENTUS INC 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $1.91 Unrealized +0.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $29 Shares 777 Est. Cost $26.09 Unrealized +22.9%
RRC RANGE RES CORP 0.0%
Value ($000) $28 Shares 962 Est. Cost $30.63 Unrealized -11.1%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $28 Shares 490 Est. Cost $83.85 Unrealized -40.4%
GLW CORNING INC 0.0%
Value ($000) $27 Shares 775 Est. Cost $34.93 Unrealized -12.4%
BBY BEST BUY INC 0.0%
Value ($000) $26 Shares 321 Est. Cost $69.83 Unrealized -6.0%
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $26 Shares 1,191 Est. Cost $23.60 Unrealized -9.6%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $26 Shares 513 Est. Cost $50.94 Unrealized +0.2%
MS MORGAN STANLEY 0.0%
Value ($000) $26 Shares 300 Est. Cost $39.09 Unrealized +100.5%
NRG NRG ENERGY INC 0.0%
Value ($000) $25 Shares 680 Est. Cost $36.50 Unrealized -12.0%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $24 Shares 4,074 Est. Cost $7.15 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $38.81 Unrealized -56.4%
LIVENT CORP 0.0%
Value ($000) $23 Shares 825 Est. Cost $6.04 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $22 Shares 350 Est. Cost $47.22 Unrealized +34.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $21 Shares 70 Est. Cost $194.19 Unrealized +44.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $20 Shares 651 Est. Cost $39.79 Unrealized -32.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $16 Shares 145 Est. Cost $85.74 Unrealized +22.1%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $16 Shares 626 Est. Cost $33.89 Unrealized -27.8%
HTH HILLTOP HOLDINGS INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $24.42 Unrealized +25.4%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $23.18 Unrealized +50.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $112.49 Unrealized +23.9%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 173 Est. Cost $91.78 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $14 Shares 88 Est. Cost $151.85 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $14 Shares 350 Est. Cost $65.71 Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.41 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $14 Shares 255 Est. Cost $39.07 Unrealized +33.7%
VALE VALE S A 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $17.00 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $13 Shares 36 Est. Cost $266.29 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $13 Shares 1,024 Est. Cost $10.06 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 27 Est. Cost $351.35 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 46 Est. Cost $200.53 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $82.54 Unrealized +2.3%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $9 Shares 160 Est. Cost $64.28 Unrealized -15.4%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $9 Shares 250 Est. Cost $34.30 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $8 Shares 50 Est. Cost $198.87 Unrealized -5.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $7 Shares 190 Est. Cost $42.16 Unrealized -26.0%
KKR KKR & CO INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $42.88 Unrealized +19.9%
LQD ISHARES TR 0.0%
Value ($000) $6 Shares 59 Est. Cost $143.70 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $6 Shares 200 Est. Cost $28.05 Unrealized -2.3%
IJH ISHARES TR 0.0%
Value ($000) $6 Shares 24 Est. Cost $241.88 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $6 Shares 75 Est. Cost $120.00 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $6 Shares 400 Est. Cost $10.55 Unrealized +1.4%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $117.93 Unrealized +9.1%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $53.75 Unrealized +95.8%
VLRS CONTROLADORA VUELA COMP DE A 0.0%
Value ($000) $5 Shares 350 Est. Cost $11.43 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $63.90 Unrealized -2.2%
LOW LOWES COS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $188.18 Unrealized +5.1%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 10 Est. Cost $400.00 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $88.79 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.67 Unrealized +25.3%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $44.02 Unrealized -11.5%
USB US BANCORP DEL 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.71 Unrealized -22.6%
GDX VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.09 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $137.43 Unrealized -55.8%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $36.94 Unrealized -76.4%
SLVP ISHARES INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $10.91 Unrealized
CLB CORE LABORATORIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.46 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.23 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $126.79 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $2 Shares 42 Est. Cost $40.82 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $112.17 Unrealized -77.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 72 Est. Cost $18.55 Unrealized -30.0%
LYFT LYFT INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $43.84 Unrealized -78.1%
SABR SABRE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.09 Unrealized -49.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 3 Est. Cost $189.49 Unrealized -31.0%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $7.65 Unrealized -76.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $11.98 Unrealized +13.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $13.33 Unrealized -36.5%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.08 Unrealized +63.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.51 Unrealized -14.0%
TOKE CAMBRIA ETF TR 0.0%
Value ($000) $0 Shares 20 Est. Cost $23.26 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $1.53 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.45 Unrealized
COOK TRAEGER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.73 Unrealized -78.4%