WEALTH EFFECTS LLC Diversified Active

CIK: 0001907254 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 29, 2024

Total Value ($000): $265,993 (100.0% shares, 0.0% debt)

Holdings (227)

AVADEL PHARMACEUTICALS PLC 12.8%
Value ($000) $34,119 Shares 2,416,326 Est. Cost $7.64 Unrealized
AAPL APPLE INC 6.9%
Value ($000) $18,452 Shares 95,838 Est. Cost $156.08 Unrealized +17.1%
NVDA NVIDIA CORPORATION 4.6%
Value ($000) $12,255 Shares 24,746 Est. Cost $28.00 Unrealized +65.4%
AMZN AMAZON COM INC 3.6%
Value ($000) $9,517 Shares 62,638 Est. Cost $128.28 Unrealized +9.3%
MSFT MICROSOFT CORP 2.9%
Value ($000) $7,819 Shares 20,792 Est. Cost $310.31 Unrealized +12.9%
ADBE ADOBE INC 2.4%
Value ($000) $6,283 Shares 10,532 Est. Cost $576.76 Unrealized 0.0%
VTI VANGUARD INDEX FDS 2.4%
Value ($000) $6,272 Shares 26,438 Est. Cost $192.31 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $5,503 Shares 32,350 Est. Cost $146.81 Unrealized -1.3%
GOOGL ALPHABET INC 1.9%
Value ($000) $5,039 Shares 36,070 Est. Cost $113.61 Unrealized +17.4%
ARWR ARROWHEAD PHARMACEUTICALS IN 1.9%
Value ($000) $4,953 Shares 161,850 Est. Cost $65.54 Unrealized -59.5%
META META PLATFORMS INC 1.7%
Value ($000) $4,506 Shares 12,730 Est. Cost $291.04 Unrealized +11.1%
TTD THE TRADE DESK INC 1.5%
Value ($000) $4,081 Shares 56,718 Est. Cost $85.64 Unrealized -14.2%
MPC MARATHON PETE CORP 1.3%
Value ($000) $3,486 Shares 23,500 Est. Cost $141.98 Unrealized 0.0%
BX BLACKSTONE INC 1.3%
Value ($000) $3,423 Shares 26,147 Est. Cost $115.04 Unrealized -11.3%
IVV ISHARES TR 1.0%
Value ($000) $2,618 Shares 5,481 Est. Cost $389.50 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $2,535 Shares 16,995 Est. Cost $108.43 Unrealized +27.1%
BA BOEING CO 0.9%
Value ($000) $2,506 Shares 9,614 Est. Cost $211.45 Unrealized +1.1%
S SENTINELONE INC 0.9%
Value ($000) $2,269 Shares 82,690 Est. Cost $16.20 Unrealized +19.6%
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $2,112 Shares 38,412 Est. Cost $53.43 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,994 Shares 12,192 Est. Cost $118.06 Unrealized +19.9%
URI UNITED RENTALS INC 0.7%
Value ($000) $1,958 Shares 3,415 Est. Cost $345.28 Unrealized +34.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,904 Shares 5,340 Est. Cost $295.49 Unrealized +18.8%
ABBV ABBVIE INC 0.7%
Value ($000) $1,878 Shares 12,121 Est. Cost $103.70 Unrealized +30.9%
GIS GENERAL MLS INC 0.7%
Value ($000) $1,837 Shares 28,199 Est. Cost $58.00 Unrealized +2.7%
RDVY FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,783 Shares 34,507 Est. Cost $51.23 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,743 Shares 2,991 Est. Cost $438.29 Unrealized +31.2%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $1,740 Shares 5,596 Est. Cost $217.27 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.6%
Value ($000) $1,701 Shares 46,365 Est. Cost $44.43 Unrealized -37.7%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,696 Shares 44,982 Est. Cost $36.15 Unrealized -14.2%
ITOT ISHARES TR 0.6%
Value ($000) $1,693 Shares 16,089 Est. Cost $84.80 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,665 Shares 6,699 Est. Cost $282.97 Unrealized -16.0%
PFE PFIZER INC 0.6%
Value ($000) $1,650 Shares 57,321 Est. Cost $39.51 Unrealized -33.2%
MRK MERCK & CO INC 0.6%
Value ($000) $1,646 Shares 15,097 Est. Cost $69.89 Unrealized +38.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,629 Shares 10,393 Est. Cost $145.72 Unrealized -1.5%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,564 Shares 2,971 Est. Cost $427.15 Unrealized +19.7%
JEPQ J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,509 Shares 30,227 Est. Cost $47.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $1,499 Shares 10,167 Est. Cost $107.24 Unrealized +9.9%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,492 Shares 3,643 Est. Cost $370.92 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,465 Shares 18,552 Est. Cost $79.80 Unrealized -18.0%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,448 Shares 9,880 Est. Cost $134.49 Unrealized +4.6%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,445 Shares 3,308 Est. Cost $413.62 Unrealized
EXP EAGLE MATLS INC 0.5%
Value ($000) $1,440 Shares 7,100 Est. Cost $150.10 Unrealized +16.0%
NVO NOVO-NORDISK A S 0.5%
Value ($000) $1,398 Shares 13,518 Est. Cost $98.28 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,394 Shares 27,176 Est. Cost $47.98 Unrealized -2.0%
INDI INDIE SEMICONDUCTOR INC 0.5%
Value ($000) $1,387 Shares 171,000 Est. Cost $7.40 Unrealized -11.9%
IJH ISHARES TR 0.5%
Value ($000) $1,372 Shares 4,951 Est. Cost $241.89 Unrealized
PI IMPINJ INC 0.5%
Value ($000) $1,350 Shares 14,995 Est. Cost $81.19 Unrealized -11.6%
QYLD GLOBAL X FDS 0.5%
Value ($000) $1,340 Shares 77,267 Est. Cost $21.37 Unrealized
V VISA INC 0.5%
Value ($000) $1,299 Shares 4,991 Est. Cost $209.04 Unrealized +16.1%
GOOG ALPHABET INC 0.5%
Value ($000) $1,281 Shares 9,087 Est. Cost $115.14 Unrealized +17.0%
ENVX ENOVIX CORPORATION 0.5%
Value ($000) $1,274 Shares 101,750 Est. Cost $12.67 Unrealized -11.4%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,219 Shares 12,195 Est. Cost $71.52 Unrealized +36.4%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,216 Shares 25,170 Est. Cost $49.99 Unrealized
ESTC ELASTIC N V 0.5%
Value ($000) $1,201 Shares 10,655 Est. Cost $101.11 Unrealized -12.1%
INTC INTEL CORP 0.4%
Value ($000) $1,134 Shares 22,565 Est. Cost $45.19 Unrealized -11.4%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $1,120 Shares 5,187 Est. Cost $236.40 Unrealized -25.9%
GNRC GENERAC HLDGS INC 0.4%
Value ($000) $1,111 Shares 8,594 Est. Cost $217.82 Unrealized -49.6%
IVE ISHARES TR 0.4%
Value ($000) $1,040 Shares 5,982 Est. Cost $145.07 Unrealized
SSUS STRATEGY SHS 0.4%
Value ($000) $1,016 Shares 28,524 Est. Cost $35.63 Unrealized
REAVES UTIL INCOME FD 0.4%
Value ($000) $1,015 Shares 37,943 Est. Cost $26.74 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,006 Shares 2,904 Est. Cost $329.38 Unrealized -10.8%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $981 Shares 2,063 Est. Cost $473.41 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $978 Shares 29,042 Est. Cost $41.02 Unrealized -32.7%
DDD 3-D SYS CORP DEL 0.4%
Value ($000) $953 Shares 150,025 Est. Cost $25.23 Unrealized -80.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $948 Shares 3,208 Est. Cost $189.86 Unrealized +32.3%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $908 Shares 11,730 Est. Cost $76.76 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $897 Shares 10,703 Est. Cost $78.54 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $896 Shares 8,275 Est. Cost $97.15 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $874 Shares 1,324 Est. Cost $514.38 Unrealized +11.5%
BEYOND AIR INC 0.3%
Value ($000) $870 Shares 444,000 Est. Cost $6.92 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $819 Shares 15,640 Est. Cost $58.75 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $817 Shares 18,624 Est. Cost $46.14 Unrealized -13.1%
IXUS ISHARES TR 0.3%
Value ($000) $809 Shares 12,464 Est. Cost $57.88 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $798 Shares 4,684 Est. Cost $162.12 Unrealized
WMT WALMART INC 0.3%
Value ($000) $789 Shares 5,002 Est. Cost $45.48 Unrealized +13.6%
AMGN AMGEN INC 0.3%
Value ($000) $780 Shares 2,708 Est. Cost $185.15 Unrealized +37.8%
ABRDN WORLD HEALTHCARE FUND 0.3%
Value ($000) $773 Shares 66,250 Est. Cost $12.85 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.3%
Value ($000) $762 Shares 62,540 Est. Cost $14.88 Unrealized
XHB SPDR SER TR 0.3%
Value ($000) $762 Shares 7,965 Est. Cost $85.76 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.3%
Value ($000) $754 Shares 22,391 Est. Cost $49.98 Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $752 Shares 16,606 Est. Cost $49.97 Unrealized -15.1%
FSK FS KKR CAP CORP 0.3%
Value ($000) $748 Shares 37,450 Est. Cost $12.49 Unrealized +13.3%
AVGO BROADCOM INC 0.3%
Value ($000) $745 Shares 667 Est. Cost $73.81 Unrealized +25.0%
ORCL ORACLE CORP 0.3%
Value ($000) $745 Shares 7,065 Est. Cost $91.00 Unrealized +17.3%
ABT ABBOTT LABS 0.3%
Value ($000) $741 Shares 6,736 Est. Cost $118.01 Unrealized -18.6%
DGRO ISHARES TR 0.3%
Value ($000) $723 Shares 13,441 Est. Cost $51.75 Unrealized
SBCF SEACOAST BKG CORP FLA 0.3%
Value ($000) $706 Shares 24,800 Est. Cost $30.41 Unrealized -22.6%
SHOP SHOPIFY INC 0.3%
Value ($000) $699 Shares 8,975 Est. Cost $52.10 Unrealized +22.6%
RTX RTX CORPORATION 0.3%
Value ($000) $682 Shares 8,103 Est. Cost $82.85 Unrealized -8.7%
DLHC DLH HLDGS CORP 0.3%
Value ($000) $673 Shares 42,700 Est. Cost $15.14 Unrealized -7.2%
OGN ORGANON & CO 0.3%
Value ($000) $670 Shares 46,477 Est. Cost $23.64 Unrealized -47.9%
PBI PITNEY BOWES INC 0.3%
Value ($000) $666 Shares 151,351 Est. Cost $6.39 Unrealized -39.3%
GLD SPDR GOLD TR 0.3%
Value ($000) $665 Shares 3,481 Est. Cost $191.14 Unrealized
FSLY FASTLY INC 0.2%
Value ($000) $648 Shares 36,431 Est. Cost $28.71 Unrealized -41.2%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $630 Shares 7,133 Est. Cost $82.48 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $626 Shares 8,696 Est. Cost $71.58 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $619 Shares 3,820 Est. Cost $139.55 Unrealized +3.3%
PEP PEPSICO INC 0.2%
Value ($000) $609 Shares 3,583 Est. Cost $145.43 Unrealized +5.7%
AMLP ALPS ETF TR 0.2%
Value ($000) $570 Shares 13,395 Est. Cost $36.96 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $548 Shares 5,776 Est. Cost $94.40 Unrealized
DLB DOLBY LABORATORIES INC 0.2%
Value ($000) $543 Shares 6,300 Est. Cost $82.62 Unrealized -2.1%
EATON VANCE TAX-MANAGED BUY- 0.2%
Value ($000) $543 Shares 44,012 Est. Cost $16.14 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $541 Shares 3,424 Est. Cost $160.64 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $537 Shares 5,756 Est. Cost $86.56 Unrealized -13.6%
PFF ISHARES TR 0.2%
Value ($000) $536 Shares 17,199 Est. Cost $31.19 Unrealized
T AT&T INC 0.2%
Value ($000) $511 Shares 30,472 Est. Cost $14.55 Unrealized -2.3%
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $510 Shares 10,043 Est. Cost $50.74 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $508 Shares 12,625 Est. Cost $37.68 Unrealized -5.9%
EQL ALPS ETF TR 0.2%
Value ($000) $506 Shares 4,616 Est. Cost $109.54 Unrealized
STKL SUNOPTA INC 0.2%
Value ($000) $478 Shares 87,400 Est. Cost $6.60 Unrealized -33.6%
EATON VANCE ENHANCED EQUITY 0.2%
Value ($000) $473 Shares 25,246 Est. Cost $24.40 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $470 Shares 2,753 Est. Cost $111.16 Unrealized +54.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $465 Shares 11,525 Est. Cost $34.36 Unrealized +1.3%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $465 Shares 2,415 Est. Cost $192.48 Unrealized
TSL GRANITESHARES ETF TR 0.2%
Value ($000) $463 Shares 42,076 Est. Cost $15.63 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $458 Shares 3,906 Est. Cost $117.13 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $449 Shares 16,212 Est. Cost $24.94 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $448 Shares 2,267 Est. Cost $208.15 Unrealized -17.0%
PCYO PURE CYCLE CORP 0.2%
Value ($000) $441 Shares 42,100 Est. Cost $14.77 Unrealized -32.8%
IWV ISHARES TR 0.2%
Value ($000) $434 Shares 1,587 Est. Cost $220.68 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $431 Shares 891 Est. Cost $450.55 Unrealized
STT STATE STR CORP 0.2%
Value ($000) $430 Shares 5,554 Est. Cost $81.94 Unrealized -20.9%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $427 Shares 3,286 Est. Cost $119.35 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $421 Shares 2,008 Est. Cost $183.65 Unrealized -6.2%
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $416 Shares 53,857 Est. Cost $10.67 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $414 Shares 11,018 Est. Cost $37.60 Unrealized
GLP GLOBAL PARTNERS LP 0.2%
Value ($000) $413 Shares 9,765 Est. Cost $28.29 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $406 Shares 1,368 Est. Cost $245.46 Unrealized +5.4%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $400 Shares 4,393 Est. Cost $83.05 Unrealized 0.0%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $394 Shares 2,877 Est. Cost $156.38 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $390 Shares 3,597 Est. Cost $108.41 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $385 Shares 5,232 Est. Cost $71.93 Unrealized
COHEN & STEERS REIT & PFD & 0.1%
Value ($000) $383 Shares 19,000 Est. Cost $28.42 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $381 Shares 6,571 Est. Cost $52.17 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $380 Shares 3,400 Est. Cost $106.04 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $361 Shares 9,655 Est. Cost $47.06 Unrealized -25.8%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $358 Shares 4,518 Est. Cost $79.34 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.1%
Value ($000) $353 Shares 87,050 Est. Cost $7.12 Unrealized -38.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $347 Shares 1,501 Est. Cost $262.16 Unrealized -19.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $347 Shares 2,542 Est. Cost $136.35 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $346 Shares 3,831 Est. Cost $156.65 Unrealized -45.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $336 Shares 742 Est. Cost $342.18 Unrealized +22.0%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $324 Shares 3,430 Est. Cost $86.37 Unrealized +3.3%
TJX TJX COS INC NEW 0.1%
Value ($000) $324 Shares 3,455 Est. Cost $64.32 Unrealized +35.7%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $322 Shares 4,436 Est. Cost $72.65 Unrealized
DE DEERE & CO 0.1%
Value ($000) $320 Shares 800 Est. Cost $335.63 Unrealized +8.8%
SEELOS THERAPEUTICS INC 0.1%
Value ($000) $318 Shares 228,593 Est. Cost $1.39 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $312 Shares 4,611 Est. Cost $51.82 Unrealized +17.3%
BLACKROCK MUNIHLDGS NJ QLTY 0.1%
Value ($000) $309 Shares 27,094 Est. Cost $14.14 Unrealized
BLACKROCK ENERGY & RES TR 0.1%
Value ($000) $309 Shares 24,801 Est. Cost $9.66 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $309 Shares 7,500 Est. Cost $40.39 Unrealized -2.0%
CSX CSX CORP 0.1%
Value ($000) $308 Shares 8,877 Est. Cost $32.95 Unrealized -6.3%
CB CHUBB LIMITED 0.1%
Value ($000) $304 Shares 1,345 Est. Cost $179.44 Unrealized +19.1%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $300 Shares 1,240 Est. Cost $241.77 Unrealized
IBRX IMMUNITYBIO INC 0.1%
Value ($000) $299 Shares 59,500 Est. Cost $3.67 Unrealized -14.5%
IYW ISHARES TR 0.1%
Value ($000) $298 Shares 2,430 Est. Cost $122.75 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $296 Shares 2,673 Est. Cost $106.46 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $288 Shares 5,600 Est. Cost $42.34 Unrealized -2.3%
SVAL ISHARES TR 0.1%
Value ($000) $288 Shares 9,350 Est. Cost $30.80 Unrealized
EDOW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $285 Shares 8,735 Est. Cost $31.40 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $282 Shares 10,700 Est. Cost $21.95 Unrealized
AUTL AUTOLUS THERAPEUTICS PLC 0.1%
Value ($000) $277 Shares 43,000 Est. Cost $4.03 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $273 Shares 3,585 Est. Cost $72.96 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $272 Shares 1,265 Est. Cost $40.76 Unrealized -3.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $272 Shares 4,473 Est. Cost $77.35 Unrealized -30.9%
GLBE GLOBAL E ONLINE LTD 0.1%
Value ($000) $271 Shares 6,850 Est. Cost $36.01 Unrealized 0.0%
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $271 Shares 2,957 Est. Cost $96.89 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $267 Shares 4,222 Est. Cost $63.32 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $267 Shares 2,091 Est. Cost $91.47 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $266 Shares 4,945 Est. Cost $43.07 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $266 Shares 758 Est. Cost $283.99 Unrealized +10.1%
SCYX SCYNEXIS INC 0.1%
Value ($000) $262 Shares 117,500 Est. Cost $4.35 Unrealized -57.9%
JMIA JUMIA TECHNOLOGIES AG 0.1%
Value ($000) $262 Shares 74,150 Est. Cost $5.56 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $261 Shares 1,370 Est. Cost $143.90 Unrealized +15.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $258 Shares 5,243 Est. Cost $43.97 Unrealized -6.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $258 Shares 605 Est. Cost $372.33 Unrealized +6.7%
ROBO EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $254 Shares 4,430 Est. Cost $46.33 Unrealized
HFXI INDEXIQ ETF TR 0.1%
Value ($000) $251 Shares 10,110 Est. Cost $24.87 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $251 Shares 4,971 Est. Cost $45.50 Unrealized +5.5%
HOLX HOLOGIC INC 0.1%
Value ($000) $250 Shares 3,500 Est. Cost $73.51 Unrealized -5.3%
CMI CUMMINS INC 0.1%
Value ($000) $242 Shares 1,010 Est. Cost $196.18 Unrealized +10.5%
ONDS ONDAS HLDGS INC 0.1%
Value ($000) $242 Shares 158,000 Est. Cost $2.94 Unrealized -70.6%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $240 Shares 153 Est. Cost $1417.24 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.1%
Value ($000) $240 Shares 7,773 Est. Cost $26.49 Unrealized
TGTX TG THERAPEUTICS INC 0.1%
Value ($000) $239 Shares 14,000 Est. Cost $13.94 Unrealized -16.6%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $239 Shares 979 Est. Cost $214.57 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $237 Shares 3,968 Est. Cost $58.62 Unrealized 0.0%
OEF ISHARES TR 0.1%
Value ($000) $234 Shares 1,048 Est. Cost $223.46 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $233 Shares 885 Est. Cost $223.60 Unrealized 0.0%
CI THE CIGNA GROUP 0.1%
Value ($000) $230 Shares 769 Est. Cost $280.77 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $229 Shares 470 Est. Cost $43.65 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $225 Shares 7,098 Est. Cost $32.75 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $222 Shares 2,425 Est. Cost $83.65 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $221 Shares 916 Est. Cost $223.10 Unrealized +2.2%
ISHARES TR 0.1%
Value ($000) $217 Shares 8,746 Est. Cost $24.32 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $216 Shares 1,490 Est. Cost $145.01 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME 0.1%
Value ($000) $215 Shares 18,458 Est. Cost $11.64 Unrealized
PD PAGERDUTY INC 0.1%
Value ($000) $214 Shares 9,225 Est. Cost $38.44 Unrealized -43.7%
UNP UNION PAC CORP 0.1%
Value ($000) $213 Shares 866 Est. Cost $209.24 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $211 Shares 3,258 Est. Cost $59.96 Unrealized 0.0%
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $208 Shares 20,086 Est. Cost $15.09 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $208 Shares 3,302 Est. Cost $62.93 Unrealized
MODL VICTORY PORTFOLIOS II 0.1%
Value ($000) $207 Shares 6,370 Est. Cost $32.54 Unrealized
HAWAIIAN HOLDINGS INC 0.1%
Value ($000) $206 Shares 14,500 Est. Cost $8.98 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $205 Shares 1,687 Est. Cost $109.35 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $204 Shares 1,300 Est. Cost $168.56 Unrealized -20.4%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $204 Shares 650 Est. Cost $295.69 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $201 Shares 1,939 Est. Cost $103.58 Unrealized
DB DEUTSCHE BANK A G 0.1%
Value ($000) $192 Shares 14,200 Est. Cost $10.96 Unrealized +1.5%
NUVEEN NEW JERSEY QULT MUN F 0.1%
Value ($000) $178 Shares 15,106 Est. Cost $11.30 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $175 Shares 10,500 Est. Cost $11.90 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $148 Shares 10,714 Est. Cost $8.58 Unrealized
EATON VANCE RISK-MANAGED DIV 0.1%
Value ($000) $148 Shares 18,822 Est. Cost $10.65 Unrealized
STXS STEREOTAXIS INC 0.0%
Value ($000) $122 Shares 69,560 Est. Cost $3.75 Unrealized -56.9%
VTRS VIATRIS INC 0.0%
Value ($000) $113 Shares 10,455 Est. Cost $8.69 Unrealized 0.0%
INVESCO SR INCOME TR 0.0%
Value ($000) $109 Shares 26,665 Est. Cost $3.74 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $102 Shares 10,300 Est. Cost $7.95 Unrealized 0.0%
BCS BARCLAYS PLC 0.0%
Value ($000) $79 Shares 10,000 Est. Cost $10.02 Unrealized
ICCC IMMUCELL CORP 0.0%
Value ($000) $78 Shares 15,417 Est. Cost $8.83 Unrealized -44.7%
BYRN BYRNA TECHNOLOGIES INC 0.0%
Value ($000) $64 Shares 10,000 Est. Cost $5.40 Unrealized -9.5%
HYDROFARM HLDGS GROUP INC 0.0%
Value ($000) $61 Shares 67,000 Est. Cost $3.84 Unrealized
PERSPECTIVE THERAPEUTICS INC 0.0%
Value ($000) $48 Shares 120,000 Est. Cost $0.26 Unrealized
BOWFLEX INC 0.0%
Value ($000) $44 Shares 57,000 Est. Cost $2.49 Unrealized
LPCN LIPOCINE INC NEW 0.0%
Value ($000) $41 Shares 14,639 Est. Cost $4.71 Unrealized -43.8%
AKBA AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $37 Shares 29,500 Est. Cost $1.82 Unrealized -43.8%
HYZON MOTORS INC 0.0%
Value ($000) $13 Shares 15,000 Est. Cost $0.86 Unrealized
CURI CURIOSITYSTREAM INC 0.0%
Value ($000) $6 Shares 11,501 Est. Cost $0.53 Unrealized 0.0%