WEALTH EFFECTS LLC Diversified Active

CIK: 0001907254 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 2, 2024

Total Value ($000): $275,872 (100.0% shares, 0.0% debt)

Holdings (209)

AVADEL PHARMACEUTICALS PLC 11.6%
Value ($000) $31,886 Shares 2,267,855 Est. Cost $14.06 Unrealized
NVDA NVIDIA CORPORATION 9.8%
Value ($000) $27,059 Shares 219,028 Est. Cost $93.69 Unrealized +7.9%
AAPL APPLE INC 7.0%
Value ($000) $19,367 Shares 91,951 Est. Cost $156.93 Unrealized +18.0%
AMZN AMAZON COM INC 4.3%
Value ($000) $11,733 Shares 60,715 Est. Cost $128.28 Unrealized +43.2%
MSFT MICROSOFT CORP 3.2%
Value ($000) $8,910 Shares 19,936 Est. Cost $310.31 Unrealized +34.5%
VTI VANGUARD INDEX FDS 2.6%
Value ($000) $7,038 Shares 26,308 Est. Cost $192.31 Unrealized
GOOGL ALPHABET INC 2.3%
Value ($000) $6,439 Shares 35,351 Est. Cost $113.61 Unrealized +47.3%
JPM JPMORGAN CHASE & CO. 2.3%
Value ($000) $6,227 Shares 30,788 Est. Cost $147.24 Unrealized +28.5%
META META PLATFORMS INC 2.1%
Value ($000) $5,826 Shares 11,555 Est. Cost $291.04 Unrealized +66.1%
TTD THE TRADE DESK INC 2.0%
Value ($000) $5,617 Shares 57,513 Est. Cost $85.72 Unrealized +5.2%
ARWR ARROWHEAD PHARMACEUTICALS IN 1.5%
Value ($000) $4,148 Shares 159,600 Est. Cost $65.00 Unrealized -62.2%
ENVX ENOVIX CORPORATION 1.3%
Value ($000) $3,540 Shares 229,001 Est. Cost $11.01 Unrealized -13.2%
BX BLACKSTONE INC 1.1%
Value ($000) $3,107 Shares 25,096 Est. Cost $115.04 Unrealized +2.4%
LLY ELI LILLY & CO 0.9%
Value ($000) $2,481 Shares 2,740 Est. Cost $438.29 Unrealized +80.5%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,431 Shares 15,540 Est. Cost $108.43 Unrealized +36.9%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $2,423 Shares 14,011 Est. Cost $125.59 Unrealized +32.1%
IVV ISHARES TR 0.9%
Value ($000) $2,418 Shares 4,419 Est. Cost $389.50 Unrealized
PI IMPINJ INC 0.9%
Value ($000) $2,372 Shares 15,130 Est. Cost $81.42 Unrealized +82.5%
URI UNITED RENTALS INC 0.8%
Value ($000) $2,290 Shares 3,541 Est. Cost $358.50 Unrealized +82.8%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,255 Shares 4,427 Est. Cost $444.26 Unrealized +6.5%
ABBV ABBVIE INC 0.8%
Value ($000) $2,209 Shares 12,881 Est. Cost $108.56 Unrealized +44.7%
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $2,206 Shares 5,899 Est. Cost $224.69 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $2,158 Shares 38,066 Est. Cost $53.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,109 Shares 5,186 Est. Cost $295.49 Unrealized +38.3%
BA BOEING CO 0.7%
Value ($000) $2,001 Shares 10,996 Est. Cost $209.27 Unrealized -14.8%
PFE PFIZER INC 0.7%
Value ($000) $1,933 Shares 69,074 Est. Cost $35.58 Unrealized -30.4%
ESTC ELASTIC N V 0.7%
Value ($000) $1,932 Shares 16,960 Est. Cost $104.18 Unrealized +0.8%
RDVY FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,901 Shares 34,724 Est. Cost $51.23 Unrealized
ITOT ISHARES TR 0.7%
Value ($000) $1,871 Shares 15,751 Est. Cost $84.80 Unrealized
REAVES UTIL INCOME FD 0.7%
Value ($000) $1,870 Shares 68,445 Est. Cost $26.86 Unrealized
GIS GENERAL MLS INC 0.7%
Value ($000) $1,806 Shares 28,546 Est. Cost $58.07 Unrealized +11.0%
DOCN DIGITALOCEAN HLDGS INC 0.6%
Value ($000) $1,765 Shares 50,800 Est. Cost $43.71 Unrealized -18.6%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,714 Shares 41,565 Est. Cost $36.15 Unrealized +0.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,666 Shares 30,017 Est. Cost $47.91 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,649 Shares 3,297 Est. Cost $413.62 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,639 Shares 14,235 Est. Cost $75.71 Unrealized +45.4%
S SENTINELONE INC 0.6%
Value ($000) $1,590 Shares 75,550 Est. Cost $16.56 Unrealized +23.9%
MRK MERCK & CO INC 0.6%
Value ($000) $1,576 Shares 12,730 Est. Cost $69.89 Unrealized +74.2%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $1,517 Shares 9,354 Est. Cost $107.24 Unrealized +50.0%
IJH ISHARES TR 0.5%
Value ($000) $1,501 Shares 25,655 Est. Cost $95.66 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,501 Shares 9,100 Est. Cost $134.49 Unrealized +16.9%
EXP EAGLE MATLS INC 0.5%
Value ($000) $1,439 Shares 6,616 Est. Cost $163.67 Unrealized +48.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,344 Shares 9,193 Est. Cost $145.72 Unrealized -2.9%
DDOG DATADOG INC 0.5%
Value ($000) $1,318 Shares 10,160 Est. Cost $120.98 Unrealized 0.0%
GOOG ALPHABET INC 0.5%
Value ($000) $1,300 Shares 7,090 Est. Cost $115.14 Unrealized +46.7%
AVGO BROADCOM INC 0.5%
Value ($000) $1,264 Shares 787 Est. Cost $80.78 Unrealized +70.4%
QYLD GLOBAL X FDS 0.5%
Value ($000) $1,261 Shares 71,337 Est. Cost $21.37 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,202 Shares 2,510 Est. Cost $371.69 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $1,184 Shares 5,985 Est. Cost $267.98 Unrealized -34.8%
GNRC GENERAC HLDGS INC 0.4%
Value ($000) $1,100 Shares 8,319 Est. Cost $217.82 Unrealized -36.6%
IVE ISHARES TR 0.4%
Value ($000) $1,089 Shares 5,982 Est. Cost $145.07 Unrealized
INDI INDIE SEMICONDUCTOR INC 0.4%
Value ($000) $1,053 Shares 170,700 Est. Cost $7.37 Unrealized -13.8%
OGN ORGANON & CO 0.4%
Value ($000) $1,031 Shares 49,811 Est. Cost $22.84 Unrealized -18.3%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,011 Shares 14,282 Est. Cost $63.83 Unrealized +5.9%
NVO NOVO-NORDISK A S 0.4%
Value ($000) $1,009 Shares 7,071 Est. Cost $98.28 Unrealized
WMT WALMART INC 0.4%
Value ($000) $999 Shares 14,753 Est. Cost $52.70 Unrealized +17.6%
V VISA INC 0.4%
Value ($000) $987 Shares 3,761 Est. Cost $209.04 Unrealized +29.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $986 Shares 20,520 Est. Cost $49.99 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $980 Shares 24,646 Est. Cost $41.02 Unrealized -10.2%
ORCL ORACLE CORP 0.4%
Value ($000) $978 Shares 6,925 Est. Cost $91.00 Unrealized +34.4%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $950 Shares 4,888 Est. Cost $236.40 Unrealized -25.4%
CAT CATERPILLAR INC 0.3%
Value ($000) $903 Shares 2,710 Est. Cost $189.86 Unrealized +78.4%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $897 Shares 11,602 Est. Cost $76.76 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $894 Shares 3,790 Est. Cost $139.55 Unrealized +51.5%
PBI PITNEY BOWES INC 0.3%
Value ($000) $881 Shares 173,468 Est. Cost $6.16 Unrealized -22.5%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $880 Shares 9,656 Est. Cost $78.54 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $859 Shares 2,495 Est. Cost $329.38 Unrealized -0.6%
AMGN AMGEN INC 0.3%
Value ($000) $846 Shares 2,709 Est. Cost $185.15 Unrealized +50.9%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $824 Shares 970 Est. Cost $536.85 Unrealized +44.1%
ABRDN WORLD HEALTHCARE FUND 0.3%
Value ($000) $815 Shares 62,100 Est. Cost $12.85 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $783 Shares 1,439 Est. Cost $473.41 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $781 Shares 7,783 Est. Cost $82.85 Unrealized +20.9%
EATON VANCE TAX-MANAGED DIVE 0.3%
Value ($000) $761 Shares 54,137 Est. Cost $14.88 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $748 Shares 5,685 Est. Cost $99.97 Unrealized +25.2%
FSK FS KKR CAP CORP 0.3%
Value ($000) $733 Shares 37,150 Est. Cost $12.49 Unrealized +22.3%
DDD 3-D SYS CORP DEL 0.3%
Value ($000) $700 Shares 227,900 Est. Cost $17.67 Unrealized -79.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $694 Shares 17,731 Est. Cost $46.14 Unrealized -19.5%
ABT ABBOTT LABS 0.2%
Value ($000) $690 Shares 6,637 Est. Cost $118.01 Unrealized -12.8%
BLACKROCK SCIENCE & TECHNOLO 0.2%
Value ($000) $689 Shares 18,290 Est. Cost $49.98 Unrealized
ARM ARM HOLDINGS PLC 0.2%
Value ($000) $687 Shares 4,200 Est. Cost $129.59 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $677 Shares 6,348 Est. Cost $97.15 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $652 Shares 21,058 Est. Cost $45.19 Unrealized -28.1%
IXUS ISHARES TR 0.2%
Value ($000) $652 Shares 9,645 Est. Cost $57.88 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $605 Shares 12,745 Est. Cost $37.68 Unrealized +29.6%
XHB SPDR SER TR 0.2%
Value ($000) $603 Shares 5,968 Est. Cost $85.76 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $603 Shares 9,500 Est. Cost $47.37 Unrealized +23.9%
AMLP ALPS ETF TR 0.2%
Value ($000) $601 Shares 12,535 Est. Cost $36.96 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $597 Shares 6,900 Est. Cost $90.84 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- 0.2%
Value ($000) $587 Shares 42,941 Est. Cost $16.14 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $576 Shares 6,880 Est. Cost $82.48 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $576 Shares 7,518 Est. Cost $71.58 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $566 Shares 3,434 Est. Cost $145.68 Unrealized +11.4%
JMIA JUMIA TECHNOLOGIES AG 0.2%
Value ($000) $564 Shares 80,310 Est. Cost $5.60 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $554 Shares 5,700 Est. Cost $86.56 Unrealized +4.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $553 Shares 12,150 Est. Cost $34.54 Unrealized +13.2%
IBRX IMMUNITYBIO INC 0.2%
Value ($000) $553 Shares 87,500 Est. Cost $4.46 Unrealized +47.7%
SBCF SEACOAST BKG CORP FLA 0.2%
Value ($000) $547 Shares 23,150 Est. Cost $30.41 Unrealized -23.2%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $538 Shares 933 Est. Cost $454.48 Unrealized
GLBE GLOBAL E ONLINE LTD 0.2%
Value ($000) $528 Shares 14,550 Est. Cost $34.46 Unrealized -6.4%
PCT PURECYCLE TECHNOLOGIES INC 0.2%
Value ($000) $526 Shares 88,900 Est. Cost $7.05 Unrealized -22.9%
DGRO ISHARES TR 0.2%
Value ($000) $518 Shares 8,983 Est. Cost $51.75 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $507 Shares 11,525 Est. Cost $58.75 Unrealized
MODL VICTORY PORTFOLIOS II 0.2%
Value ($000) $503 Shares 13,460 Est. Cost $34.26 Unrealized
DLB DOLBY LABORATORIES INC 0.2%
Value ($000) $499 Shares 6,300 Est. Cost $82.62 Unrealized -5.9%
EATON VANCE ENHANCED EQUITY 0.2%
Value ($000) $486 Shares 22,321 Est. Cost $24.40 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $484 Shares 1,569 Est. Cost $220.68 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $481 Shares 2,753 Est. Cost $111.16 Unrealized +43.2%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $479 Shares 4,036 Est. Cost $108.15 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $478 Shares 4,777 Est. Cost $94.40 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $472 Shares 6,551 Est. Cost $72.00 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $470 Shares 15,428 Est. Cost $24.94 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $454 Shares 10,927 Est. Cost $47.98 Unrealized -14.5%
FBT FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $454 Shares 2,945 Est. Cost $160.64 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $447 Shares 52,852 Est. Cost $10.67 Unrealized
STKL SUNOPTA INC 0.2%
Value ($000) $441 Shares 81,700 Est. Cost $6.60 Unrealized -11.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $440 Shares 7,446 Est. Cost $79.80 Unrealized -26.7%
T AT&T INC 0.2%
Value ($000) $437 Shares 22,861 Est. Cost $14.77 Unrealized +9.4%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $435 Shares 7,210 Est. Cost $52.87 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $427 Shares 1,988 Est. Cost $191.14 Unrealized
GLP GLOBAL PARTNERS LP 0.2%
Value ($000) $419 Shares 9,175 Est. Cost $28.29 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $411 Shares 5,554 Est. Cost $81.94 Unrealized -13.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $396 Shares 3,595 Est. Cost $67.74 Unrealized +45.6%
PCYO PURE CYCLE CORP 0.1%
Value ($000) $391 Shares 40,950 Est. Cost $14.77 Unrealized -36.1%
HSY HERSHEY CO 0.1%
Value ($000) $389 Shares 2,117 Est. Cost $183.90 Unrealized 0.0%
FBCG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $369 Shares 8,700 Est. Cost $42.44 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $364 Shares 3,662 Est. Cost $154.15 Unrealized -31.6%
DHR DANAHER CORPORATION 0.1%
Value ($000) $360 Shares 1,443 Est. Cost $262.16 Unrealized -4.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $358 Shares 1,676 Est. Cost $183.65 Unrealized +0.1%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $356 Shares 3,435 Est. Cost $86.37 Unrealized +20.1%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $356 Shares 2,404 Est. Cost $156.38 Unrealized
IOT SAMSARA INC 0.1%
Value ($000) $356 Shares 10,550 Est. Cost $34.15 Unrealized +1.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $348 Shares 4,470 Est. Cost $73.97 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $344 Shares 7,265 Est. Cost $49.97 Unrealized -5.5%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $342 Shares 1,265 Est. Cost $40.76 Unrealized +28.4%
CB CHUBB LIMITED 0.1%
Value ($000) $339 Shares 1,330 Est. Cost $180.81 Unrealized +39.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $338 Shares 1,328 Est. Cost $245.46 Unrealized +3.9%
COHEN & STEERS REIT & PFD & 0.1%
Value ($000) $336 Shares 16,500 Est. Cost $28.42 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $336 Shares 2,111 Est. Cost $157.95 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $334 Shares 985 Est. Cost $149.57 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $332 Shares 711 Est. Cost $342.18 Unrealized +29.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $332 Shares 1,819 Est. Cost $162.12 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $317 Shares 470 Est. Cost $43.65 Unrealized +43.1%
MUB ISHARES TR 0.1%
Value ($000) $317 Shares 2,975 Est. Cost $108.19 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $316 Shares 1,820 Est. Cost $208.15 Unrealized -21.5%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $316 Shares 4,250 Est. Cost $51.82 Unrealized +42.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $310 Shares 10,700 Est. Cost $21.95 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $306 Shares 3,032 Est. Cost $94.54 Unrealized
DLHC DLH HLDGS CORP 0.1%
Value ($000) $304 Shares 28,833 Est. Cost $15.14 Unrealized -25.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $294 Shares 1,300 Est. Cost $192.48 Unrealized
TGTX TG THERAPEUTICS INC 0.1%
Value ($000) $294 Shares 16,500 Est. Cost $14.24 Unrealized +12.0%
CSX CSX CORP 0.1%
Value ($000) $289 Shares 8,646 Est. Cost $32.95 Unrealized +0.5%
BLACKROCK ENERGY & RES TR 0.1%
Value ($000) $284 Shares 21,500 Est. Cost $9.66 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $284 Shares 6,897 Est. Cost $37.60 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $280 Shares 1,011 Est. Cost $196.18 Unrealized +40.8%
BLACKROCK MUNIHLDGS NJ QLTY 0.1%
Value ($000) $277 Shares 24,294 Est. Cost $13.64 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $268 Shares 2,958 Est. Cost $96.89 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $266 Shares 1,080 Est. Cost $226.75 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $266 Shares 1,306 Est. Cost $143.90 Unrealized +45.2%
SSUS STRATEGY SHS 0.1%
Value ($000) $263 Shares 6,654 Est. Cost $35.63 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $262 Shares 2,266 Est. Cost $117.13 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $256 Shares 4,546 Est. Cost $43.07 Unrealized
EDOW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $254 Shares 7,581 Est. Cost $31.40 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $251 Shares 650 Est. Cost $295.69 Unrealized +19.9%
LQD ISHARES TR 0.1%
Value ($000) $250 Shares 2,338 Est. Cost $106.46 Unrealized
ALT ALTIMMUNE INC 0.1%
Value ($000) $250 Shares 37,550 Est. Cost $8.47 Unrealized -12.9%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $248 Shares 151 Est. Cost $1417.24 Unrealized +11.4%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $247 Shares 3,034 Est. Cost $79.34 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $242 Shares 548 Est. Cost $372.33 Unrealized +21.3%
PFF ISHARES TR 0.1%
Value ($000) $242 Shares 7,661 Est. Cost $31.19 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $239 Shares 1,811 Est. Cost $131.93 Unrealized
DE DEERE & CO 0.1%
Value ($000) $239 Shares 640 Est. Cost $335.63 Unrealized +13.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $237 Shares 921 Est. Cost $223.75 Unrealized +11.0%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $228 Shares 1,517 Est. Cost $145.13 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $228 Shares 6,898 Est. Cost $32.75 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME 0.1%
Value ($000) $228 Shares 18,458 Est. Cost $11.64 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $228 Shares 689 Est. Cost $280.77 Unrealized +19.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $226 Shares 500 Est. Cost $372.27 Unrealized +13.8%
SCYX SCYNEXIS INC 0.1%
Value ($000) $223 Shares 111,500 Est. Cost $4.35 Unrealized -55.6%
HMC HONDA MOTOR LTD 0.1%
Value ($000) $222 Shares 6,874 Est. Cost $26.49 Unrealized
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $221 Shares 270 Est. Cost $819.35 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $219 Shares 13,514 Est. Cost $10.17 Unrealized
ISHARES TR 0.1%
Value ($000) $217 Shares 8,746 Est. Cost $24.32 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $215 Shares 723 Est. Cost $288.03 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $215 Shares 835 Est. Cost $223.60 Unrealized +18.4%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $213 Shares 2,725 Est. Cost $77.99 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $210 Shares 2,167 Est. Cost $89.06 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $207 Shares 4,254 Est. Cost $49.32 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $204 Shares 2,032 Est. Cost $94.26 Unrealized 0.0%
FYC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $201 Shares 3,057 Est. Cost $62.93 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $199 Shares 17,056 Est. Cost $15.09 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $191 Shares 10,500 Est. Cost $11.90 Unrealized
CATX PERSPECTIVE THERAPEUTICS INC 0.1%
Value ($000) $173 Shares 17,350 Est. Cost $14.46 Unrealized 0.0%
AUTL AUTOLUS THERAPEUTICS PLC 0.1%
Value ($000) $171 Shares 49,000 Est. Cost $3.94 Unrealized
HAWAIIAN HOLDINGS INC 0.1%
Value ($000) $155 Shares 12,500 Est. Cost $8.98 Unrealized
EATON VANCE RISK-MANAGED DIV 0.1%
Value ($000) $152 Shares 17,322 Est. Cost $10.65 Unrealized
BEYOND AIR INC 0.0%
Value ($000) $138 Shares 256,300 Est. Cost $6.92 Unrealized
STXS STEREOTAXIS INC 0.0%
Value ($000) $131 Shares 72,060 Est. Cost $3.70 Unrealized -39.4%
BCS BARCLAYS PLC 0.0%
Value ($000) $107 Shares 10,000 Est. Cost $10.02 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $100 Shares 23,275 Est. Cost $3.78 Unrealized
BYRN BYRNA TECHNOLOGIES INC 0.0%
Value ($000) $100 Shares 10,000 Est. Cost $5.40 Unrealized +128.5%
FSLY FASTLY INC 0.0%
Value ($000) $93 Shares 12,651 Est. Cost $28.71 Unrealized -65.9%
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $91 Shares 156,500 Est. Cost $2.75 Unrealized -70.6%
ICCC IMMUCELL CORP 0.0%
Value ($000) $63 Shares 12,917 Est. Cost $8.83 Unrealized -45.5%
SEELOS THERAPEUTICS INC 0.0%
Value ($000) $32 Shares 53,844 Est. Cost $0.60 Unrealized
AKBA AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $28 Shares 27,000 Est. Cost $1.82 Unrealized -31.9%
HYDROFARM HLDGS GROUP INC 0.0%
Value ($000) $27 Shares 39,500 Est. Cost $3.84 Unrealized
CCLD CARECLOUD INC 0.0%
Value ($000) $25 Shares 12,932 Est. Cost $1.34 Unrealized +39.8%
CURI CURIOSITYSTREAM INC 0.0%
Value ($000) $15 Shares 13,056 Est. Cost $0.57 Unrealized +73.7%
CARA THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 13,500 Est. Cost $0.26 Unrealized