Paradigm Financial Partners, LLC Diversified Active

CIK: 0001766564 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 9, 2022

Total Value ($000): $322,499 (100.0% shares, 0.0% debt)

Holdings (188)

CPNG COUPANG INC 5.1%
Value ($000) $16,475 Shares 783,401 Est. Cost $26.18 Unrealized -34.0%
AAPL APPLE INC 3.0%
Value ($000) $9,799 Shares 67,376 Est. Cost $96.62 Unrealized +59.7%
MSFT MICROSOFT CORP 2.7%
Value ($000) $8,860 Shares 35,899 Est. Cost $153.84 Unrealized +67.0%
UBER UBER TECHNOLOGIES INC 2.6%
Value ($000) $8,394 Shares 282,327 Est. Cost $29.67 Unrealized -6.9%
FTSL FIRST TR EXCHANGE-TRADED FD 2.5%
Value ($000) $7,988 Shares 178,902 Est. Cost $46.80 Unrealized
HYG ISHARES TR 2.3%
Value ($000) $7,528 Shares 103,113 Est. Cost $83.29 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $6,114 Shares 50,825 Est. Cost $126.03 Unrealized +0.3%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $6,109 Shares 11,768 Est. Cost $249.94 Unrealized +98.1%
GOOGL ALPHABET INC 1.9%
Value ($000) $5,985 Shares 59,015 Est. Cost $108.05 Unrealized +1.9%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $5,080 Shares 9,397 Est. Cost $273.78 Unrealized +102.4%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $4,660 Shares 15,575 Est. Cost $230.23 Unrealized +41.2%
LYFT LYFT INC 1.4%
Value ($000) $4,614 Shares 336,766 Est. Cost $44.10 Unrealized -65.1%
ADBE ADOBE SYSTEMS INCORPORATED 1.4%
Value ($000) $4,541 Shares 15,218 Est. Cost $330.96 Unrealized +14.3%
V VISA INC 1.4%
Value ($000) $4,524 Shares 24,377 Est. Cost $159.87 Unrealized +24.1%
TMUS T-MOBILE US INC 1.4%
Value ($000) $4,418 Shares 31,687 Est. Cost $106.84 Unrealized +27.0%
DHR DANAHER CORPORATION 1.4%
Value ($000) $4,405 Shares 15,842 Est. Cost $113.05 Unrealized +112.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,346 Shares 15,730 Est. Cost $210.42 Unrealized +35.2%
PEP PEPSICO INC 1.3%
Value ($000) $4,226 Shares 25,958 Est. Cost $102.87 Unrealized +50.1%
HD HOME DEPOT INC 1.3%
Value ($000) $4,080 Shares 14,050 Est. Cost $184.08 Unrealized +47.0%
HYEM VANECK ETF TRUST 1.2%
Value ($000) $3,794 Shares 222,668 Est. Cost $20.79 Unrealized
MCD MCDONALDS CORP 1.1%
Value ($000) $3,687 Shares 15,706 Est. Cost $169.98 Unrealized +39.0%
EOG EOG RES INC 1.1%
Value ($000) $3,650 Shares 28,620 Est. Cost $96.88 Unrealized +0.8%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $3,643 Shares 46,168 Est. Cost $62.09 Unrealized +24.2%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $3,612 Shares 7,486 Est. Cost $272.97 Unrealized +82.5%
CTAS CINTAS CORP 1.1%
Value ($000) $3,459 Shares 8,425 Est. Cost $55.40 Unrealized +78.8%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $3,429 Shares 31,705 Est. Cost $93.41 Unrealized +13.1%
IRT INDEPENDENCE RLTY TR INC 1.0%
Value ($000) $3,328 Shares 203,770 Est. Cost $25.90 Unrealized
HCA HCA HEALTHCARE INC 1.0%
Value ($000) $3,292 Shares 16,335 Est. Cost $117.77 Unrealized +64.3%
WMT WALMART INC 1.0%
Value ($000) $3,085 Shares 23,427 Est. Cost $34.34 Unrealized +22.3%
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $2,936 Shares 6,051 Est. Cost $273.96 Unrealized +64.5%
MPC MARATHON PETE CORP 0.9%
Value ($000) $2,831 Shares 26,248 Est. Cost $50.15 Unrealized +73.3%
AWK AMERICAN WTR WKS CO INC NEW 0.9%
Value ($000) $2,779 Shares 21,173 Est. Cost $97.16 Unrealized +44.1%
FSK FS KKR CAP CORP 0.8%
Value ($000) $2,690 Shares 147,407 Est. Cost $9.68 Unrealized +28.7%
BUD ANHEUSER BUSCH INBEV SA/NV 0.8%
Value ($000) $2,672 Shares 58,319 Est. Cost $54.24 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.8%
Value ($000) $2,601 Shares 30,073 Est. Cost $72.63 Unrealized +32.5%
ROP ROPER TECHNOLOGIES INC 0.8%
Value ($000) $2,564 Shares 6,741 Est. Cost $322.85 Unrealized +23.4%
BX BLACKSTONE INC 0.8%
Value ($000) $2,537 Shares 27,698 Est. Cost $50.76 Unrealized +71.9%
EMB ISHARES TR 0.8%
Value ($000) $2,464 Shares 30,692 Est. Cost $96.78 Unrealized
CME CME GROUP INC 0.7%
Value ($000) $2,230 Shares 12,695 Est. Cost $148.81 Unrealized +14.6%
DIS DISNEY WALT CO 0.7%
Value ($000) $2,219 Shares 22,180 Est. Cost $129.73 Unrealized -19.4%
GRAB GRAB HOLDINGS LIMITED 0.7%
Value ($000) $2,166 Shares 719,457 Est. Cost $2.87 Unrealized +5.5%
META META PLATFORMS INC 0.7%
Value ($000) $2,163 Shares 15,551 Est. Cost $183.30 Unrealized -12.2%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $2,133 Shares 70,978 Est. Cost $33.99 Unrealized -0.9%
SBUX STARBUCKS CORP 0.7%
Value ($000) $2,104 Shares 23,552 Est. Cost $82.93 Unrealized -5.5%
ZTS ZOETIS INC 0.6%
Value ($000) $2,079 Shares 13,622 Est. Cost $107.48 Unrealized +50.2%
WMB WILLIAMS COS INC 0.6%
Value ($000) $2,075 Shares 68,906 Est. Cost $21.55 Unrealized +29.5%
ASML ASML HOLDING N V 0.6%
Value ($000) $2,038 Shares 4,410 Est. Cost $406.84 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.6%
Value ($000) $2,034 Shares 31,364 Est. Cost $37.09 Unrealized +64.0%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $2,020 Shares 5,056 Est. Cost $265.14 Unrealized +43.6%
EQIX EQUINIX INC 0.6%
Value ($000) $2,010 Shares 3,606 Est. Cost $609.51 Unrealized -0.0%
CSCO CISCO SYS INC 0.6%
Value ($000) $1,957 Shares 47,146 Est. Cost $40.07 Unrealized -0.0%
MET METLIFE INC 0.6%
Value ($000) $1,911 Shares 29,610 Est. Cost $40.87 Unrealized +41.1%
MRK MERCK & CO INC 0.6%
Value ($000) $1,902 Shares 21,751 Est. Cost $58.11 Unrealized +38.4%
PFE PFIZER INC 0.6%
Value ($000) $1,874 Shares 43,495 Est. Cost $30.36 Unrealized +33.1%
CION CION INVT CORP 0.6%
Value ($000) $1,867 Shares 213,409 Est. Cost $6.08 Unrealized -8.9%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,859 Shares 11,518 Est. Cost $88.16 Unrealized +50.6%
CFG CITIZENS FINL GROUP INC 0.6%
Value ($000) $1,832 Shares 51,720 Est. Cost $35.77 Unrealized -11.1%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $1,825 Shares 5,771 Est. Cost $334.14 Unrealized +4.1%
TT TRANE TECHNOLOGIES PLC 0.6%
Value ($000) $1,806 Shares 11,912 Est. Cost $102.69 Unrealized +39.9%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $1,782 Shares 53,152 Est. Cost $21.62 Unrealized +38.3%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value ($000) $1,746 Shares 10,984 Est. Cost $162.71 Unrealized -3.6%
TRU TRANSUNION 0.5%
Value ($000) $1,740 Shares 28,925 Est. Cost $88.13 Unrealized -14.4%
CTRA COTERRA ENERGY INC 0.5%
Value ($000) $1,713 Shares 59,345 Est. Cost $25.63 Unrealized -3.5%
FHN FIRST HORIZON CORPORATION 0.5%
Value ($000) $1,696 Shares 73,611 Est. Cost $13.64 Unrealized +47.2%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,687 Shares 13,339 Est. Cost $78.80 Unrealized +65.7%
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $1,610 Shares 19,051 Est. Cost $61.97 Unrealized +40.6%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,595 Shares 20,073 Est. Cost $62.26 Unrealized +24.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.5%
Value ($000) $1,592 Shares 5,743 Est. Cost $115.46 Unrealized +17.6%
SNPS SYNOPSYS INC 0.5%
Value ($000) $1,515 Shares 4,705 Est. Cost $247.24 Unrealized +36.9%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,506 Shares 39,788 Est. Cost $38.87 Unrealized -8.0%
PLD PROLOGIS INC. 0.5%
Value ($000) $1,488 Shares 14,598 Est. Cost $74.13 Unrealized +50.4%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,472 Shares 5,464 Est. Cost $160.05 Unrealized +71.6%
GPC GENUINE PARTS CO 0.5%
Value ($000) $1,467 Shares 9,352 Est. Cost $113.70 Unrealized +20.8%
KEY KEYCORP 0.4%
Value ($000) $1,450 Shares 87,230 Est. Cost $13.84 Unrealized +7.6%
WPC WP CAREY INC 0.4%
Value ($000) $1,445 Shares 20,142 Est. Cost $71.36 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,442 Shares 15,891 Est. Cost $71.81 Unrealized +30.9%
KO COCA COLA CO 0.4%
Value ($000) $1,411 Shares 25,642 Est. Cost $38.61 Unrealized +45.2%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1,403 Shares 10,513 Est. Cost $84.46 Unrealized +58.5%
NNN NATIONAL RETAIL PROPERTIES I 0.4%
Value ($000) $1,376 Shares 35,265 Est. Cost $46.33 Unrealized
MTZ MASTEC INC 0.4%
Value ($000) $1,337 Shares 19,800 Est. Cost $43.06 Unrealized +79.7%
PFG PRINCIPAL FINANCIAL GROUP IN 0.4%
Value ($000) $1,331 Shares 16,990 Est. Cost $62.88 Unrealized +1.1%
ETR ENTERGY CORP NEW 0.4%
Value ($000) $1,283 Shares 12,487 Est. Cost $44.34 Unrealized +14.2%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $1,278 Shares 5,594 Est. Cost $240.82 Unrealized -2.6%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,227 Shares 10,430 Est. Cost $45.55 Unrealized +93.6%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,204 Shares 28,003 Est. Cost $30.20 Unrealized +9.5%
CINF CINCINNATI FINL CORP 0.4%
Value ($000) $1,196 Shares 12,514 Est. Cost $67.24 Unrealized +40.1%
ARCC ARES CAPITAL CORP 0.4%
Value ($000) $1,195 Shares 67,111 Est. Cost $9.42 Unrealized +47.7%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,195 Shares 17,323 Est. Cost $62.42 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,185 Shares 18,245 Est. Cost $54.79 Unrealized +1.8%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,169 Shares 9,567 Est. Cost $108.08 Unrealized +7.0%
SON SONOCO PRODS CO 0.4%
Value ($000) $1,162 Shares 19,600 Est. Cost $42.88 Unrealized +25.5%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,160 Shares 8,832 Est. Cost $18.51 Unrealized -14.7%
TJX TJX COS INC NEW 0.4%
Value ($000) $1,143 Shares 17,561 Est. Cost $63.33 Unrealized -5.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,142 Shares 7,052 Est. Cost $140.36 Unrealized +8.9%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,140 Shares 13,333 Est. Cost $62.46 Unrealized +29.6%
GIS GENERAL MLS INC 0.3%
Value ($000) $1,118 Shares 14,906 Est. Cost $50.28 Unrealized +34.8%
ES EVERSOURCE ENERGY 0.3%
Value ($000) $1,109 Shares 14,685 Est. Cost $53.48 Unrealized +42.2%
LYB LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $1,092 Shares 13,625 Est. Cost $75.45 Unrealized -10.6%
GOOG ALPHABET INC 0.3%
Value ($000) $1,087 Shares 10,629 Est. Cost $109.22 Unrealized +1.5%
BCE BCE INC 0.3%
Value ($000) $1,070 Shares 25,256 Est. Cost $30.75 Unrealized +22.4%
IJH ISHARES TR 0.3%
Value ($000) $1,056 Shares 4,563 Est. Cost $209.35 Unrealized
FNDX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,054 Shares 20,999 Est. Cost $54.13 Unrealized
CCI CROWN CASTLE INC 0.3%
Value ($000) $1,042 Shares 7,564 Est. Cost $86.29 Unrealized +65.2%
ITOT ISHARES TR 0.3%
Value ($000) $1,017 Shares 12,226 Est. Cost $63.23 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $1,015 Shares 15,389 Est. Cost $56.93 Unrealized +20.0%
BKAG BNY MELLON ETF TRUST 0.3%
Value ($000) $995 Shares 24,089 Est. Cost $44.44 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $992 Shares 22,410 Est. Cost $72.03 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $976 Shares 3,490 Est. Cost $316.03 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $944 Shares 6,631 Est. Cost $170.53 Unrealized -15.0%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $938 Shares 29,133 Est. Cost $36.27 Unrealized -3.4%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $936 Shares 29,738 Est. Cost $39.86 Unrealized -23.3%
BIL SPDR SER TR 0.3%
Value ($000) $930 Shares 10,163 Est. Cost $91.50 Unrealized
PWR QUANTA SVCS INC 0.3%
Value ($000) $928 Shares 7,017 Est. Cost $111.48 Unrealized +22.0%
USB US BANCORP DEL 0.3%
Value ($000) $923 Shares 22,476 Est. Cost $47.84 Unrealized -18.0%
BKLN INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $910 Shares 43,968 Est. Cost $21.85 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $879 Shares 4,056 Est. Cost $254.18 Unrealized -9.6%
PAYX PAYCHEX INC 0.3%
Value ($000) $846 Shares 7,578 Est. Cost $56.41 Unrealized +98.7%
SRE SEMPRA 0.2%
Value ($000) $802 Shares 5,387 Est. Cost $59.11 Unrealized +22.6%
AVANGRID INC 0.2%
Value ($000) $800 Shares 19,509 Est. Cost $49.28 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $759 Shares 8,224 Est. Cost $137.98 Unrealized -22.4%
SPYM SPDR SER TR 0.2%
Value ($000) $749 Shares 17,060 Est. Cost $37.23 Unrealized
T AT&T INC 0.2%
Value ($000) $721 Shares 47,059 Est. Cost $14.63 Unrealized +3.1%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $712 Shares 4,741 Est. Cost $80.56 Unrealized +87.4%
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $685 Shares 25,420 Est. Cost $30.23 Unrealized -17.8%
GOVT ISHARES TR 0.2%
Value ($000) $642 Shares 28,272 Est. Cost $26.19 Unrealized
PIONEER NAT RES CO 0.2%
Value ($000) $639 Shares 2,488 Est. Cost $225.69 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $633 Shares 23,289 Est. Cost $41.54 Unrealized -22.2%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $623 Shares 4,925 Est. Cost $142.94 Unrealized
RBLX ROBLOX CORP 0.2%
Value ($000) $621 Shares 15,856 Est. Cost $80.30 Unrealized -48.5%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $607 Shares 3,475 Est. Cost $80.24 Unrealized +7.9%
UNP UNION PAC CORP 0.2%
Value ($000) $604 Shares 3,048 Est. Cost $198.61 Unrealized +2.8%
HYD VANECK ETF TRUST 0.2%
Value ($000) $594 Shares 11,746 Est. Cost $54.54 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $594 Shares 2,496 Est. Cost $240.01 Unrealized +16.4%
AON AON PLC 0.2%
Value ($000) $584 Shares 2,079 Est. Cost $202.02 Unrealized +36.6%
CRM SALESFORCE INC 0.2%
Value ($000) $583 Shares 3,751 Est. Cost $208.21 Unrealized -19.5%
FE FIRSTENERGY CORP 0.2%
Value ($000) $583 Shares 15,825 Est. Cost $34.38 Unrealized 0.0%
SE SEA LTD 0.2%
Value ($000) $565 Shares 9,120 Est. Cost $223.28 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $562 Shares 1,505 Est. Cost $344.76 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $561 Shares 7,550 Est. Cost $78.55 Unrealized +2.0%
DOX AMDOCS LTD 0.2%
Value ($000) $534 Shares 6,500 Est. Cost $54.09 Unrealized +45.2%
IWS ISHARES TR 0.2%
Value ($000) $523 Shares 5,201 Est. Cost $103.92 Unrealized
TECH BIO-TECHNE CORP 0.2%
Value ($000) $498 Shares 1,610 Est. Cost $84.50 Unrealized +0.7%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $496 Shares 2,749 Est. Cost $160.55 Unrealized
VEEV VEEVA SYS INC 0.2%
Value ($000) $484 Shares 2,784 Est. Cost $248.27 Unrealized -19.5%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $461 Shares 11,000 Est. Cost $38.64 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $449 Shares 16,830 Est. Cost $28.84 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $418 Shares 1,116 Est. Cost $398.88 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $417 Shares 7,302 Est. Cost $50.44 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $412 Shares 8,493 Est. Cost $51.05 Unrealized
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $401 Shares 17,491 Est. Cost $24.62 Unrealized -13.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $379 Shares 1,105 Est. Cost $261.07 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $377 Shares 2,647 Est. Cost $154.32 Unrealized -13.6%
DXCM DEXCOM INC 0.1%
Value ($000) $374 Shares 3,931 Est. Cost $92.28 Unrealized -8.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $373 Shares 5,306 Est. Cost $47.34 Unrealized +31.6%
NOW SERVICENOW INC 0.1%
Value ($000) $370 Shares 885 Est. Cost $97.81 Unrealized -7.9%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $363 Shares 3,847 Est. Cost $182.19 Unrealized -51.4%
TTD THE TRADE DESK INC 0.1%
Value ($000) $355 Shares 5,797 Est. Cost $66.39 Unrealized -14.3%
TGT TARGET CORP 0.1%
Value ($000) $328 Shares 2,104 Est. Cost $214.19 Unrealized -33.3%
MRNA MODERNA INC 0.1%
Value ($000) $318 Shares 2,538 Est. Cost $151.74 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $294 Shares 9,137 Est. Cost $38.93 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $267 Shares 4,631 Est. Cost $58.64 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $252 Shares 9,740 Est. Cost $21.93 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $250 Shares 1,781 Est. Cost $99.87 Unrealized +27.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $248 Shares 2,518 Est. Cost $80.77 Unrealized +8.5%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $246 Shares 17,074 Est. Cost $20.53 Unrealized -22.3%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $243 Shares 3,618 Est. Cost $49.30 Unrealized +28.3%
AMGN AMGEN INC 0.1%
Value ($000) $230 Shares 995 Est. Cost $163.09 Unrealized +33.6%
VERU INC 0.1%
Value ($000) $228 Shares 20,000 Est. Cost $1.45 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.1%
Value ($000) $227 Shares 34,715 Est. Cost $7.63 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $221 Shares 3,457 Est. Cost $64.63 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $216 Shares 1,543 Est. Cost $117.11 Unrealized +18.7%
BILL BILL COM HLDGS INC 0.1%
Value ($000) $211 Shares 1,422 Est. Cost $143.68 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $210 Shares 2,789 Est. Cost $69.42 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $205 Shares 2,160 Est. Cost $104.91 Unrealized -19.4%
GWW GRAINGER W W INC 0.1%
Value ($000) $204 Shares 401 Est. Cost $510.04 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $185 Shares 16,003 Est. Cost $10.60 Unrealized
ALLBIRDS INC 0.0%
Value ($000) $114 Shares 35,184 Est. Cost $4.66 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $99 Shares 10,990 Est. Cost $9.55 Unrealized -22.7%
ZVIA ZEVIA PBC 0.0%
Value ($000) $82 Shares 17,746 Est. Cost $3.10 Unrealized +31.4%
ENZO BIOCHEM INC 0.0%
Value ($000) $41 Shares 18,000 Est. Cost $2.77 Unrealized
PAYONEER GLOBAL INC 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $0.70 Unrealized
MYPSW PLAYSTUDIOS INC 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.90 Unrealized
VIEW INC 0.0%
Value ($000) $4 Shares 52,100 Est. Cost $1.08 Unrealized
REEDS INC 0.0%
Value ($000) $3 Shares 20,000 Est. Cost $0.97 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.50 Unrealized
SPIRE GLOBAL INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.20 Unrealized
OPFI/WS OPPFI INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.30 Unrealized
BRZHW BREEZE HOLDINGS ACQUISITN CO 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.70 Unrealized