Balboa Wealth Partners Diversified Active

CIK: 0001929008 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 10, 2025

Total Value ($000): $438,257 (99.6% shares, 0.4% debt)

Holdings (338)

TSLA TESLA INC 11.6%
Value ($000) $51,029 Shares 126,361 Est. Cost $174.77 Unrealized +84.1%
NVDA NVIDIA CORPORATION 9.0%
Value ($000) $39,355 Shares 293,056 Est. Cost $91.71 Unrealized +50.2%
MSFT MICROSOFT CORP 5.3%
Value ($000) $23,187 Shares 55,011 Est. Cost $262.25 Unrealized +61.0%
AAPL APPLE INC 4.0%
Value ($000) $17,713 Shares 70,735 Est. Cost $155.91 Unrealized +50.4%
AMZN AMAZON COM INC 3.2%
Value ($000) $13,941 Shares 63,545 Est. Cost $122.90 Unrealized +66.5%
SPY SPDR S&P 500 ETF TR 3.1%
Value ($000) $13,409 Shares 22,879 Est. Cost $209.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 2.2%
Value ($000) $9,808 Shares 81,198 Est. Cost $89.83 Unrealized +60.2%
META META PLATFORMS INC 2.1%
Value ($000) $9,017 Shares 15,400 Est. Cost $232.73 Unrealized +151.3%
GOOG ALPHABET INC 2.0%
Value ($000) $8,583 Shares 45,069 Est. Cost $114.47 Unrealized +53.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value ($000) $5,968 Shares 30,220 Est. Cost $12.71 Unrealized
GLD SPDR GOLD TR 1.2%
Value ($000) $5,441 Shares 22,470 Est. Cost $170.79 Unrealized
ZECP ZACKS TRUST 1.2%
Value ($000) $5,305 Shares 174,176 Est. Cost $29.51 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $5,190 Shares 9,112 Est. Cost $163.53 Unrealized
MAXJ ISHARES TR 1.2%
Value ($000) $5,069 Shares 193,937 Est. Cost $25.99 Unrealized
APP APPLOVIN CORP 1.1%
Value ($000) $4,978 Shares 15,372 Est. Cost $70.24 Unrealized +260.2%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $4,719 Shares 9,231 Est. Cost $488.07 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.1%
Value ($000) $4,705 Shares 62,210 Est. Cost $23.64 Unrealized +146.4%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $4,420 Shares 4,824 Est. Cost $543.01 Unrealized +69.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $4,413 Shares 9,735 Est. Cost $310.73 Unrealized +48.6%
BIL SPDR SER TR 0.9%
Value ($000) $4,072 Shares 44,535 Est. Cost $81.14 Unrealized
DDS DILLARDS INC 0.9%
Value ($000) $4,029 Shares 9,332 Est. Cost $374.85 Unrealized 0.0%
ASML ASML HOLDING N V 0.9%
Value ($000) $3,950 Shares 5,699 Est. Cost $485.28 Unrealized
VTI VANGUARD INDEX FDS 0.8%
Value ($000) $3,718 Shares 12,830 Est. Cost $287.72 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.8%
Value ($000) $3,387 Shares 7,961 Est. Cost $387.31 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $3,091 Shares 16,331 Est. Cost $122.11 Unrealized +42.6%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $2,763 Shares 5,246 Est. Cost $335.53 Unrealized +53.4%
AVGO BROADCOM INC 0.6%
Value ($000) $2,611 Shares 11,263 Est. Cost $147.03 Unrealized +24.4%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $2,548 Shares 10,629 Est. Cost $135.63 Unrealized +68.1%
TGT TARGET CORP 0.6%
Value ($000) $2,545 Shares 18,828 Est. Cost $137.10 Unrealized -0.3%
BA BOEING CO 0.6%
Value ($000) $2,521 Shares 14,242 Est. Cost $162.74 Unrealized -3.6%
IYF ISHARES TR 0.6%
Value ($000) $2,506 Shares 22,666 Est. Cost $90.20 Unrealized
IYZ ISHARES TR 0.6%
Value ($000) $2,476 Shares 92,288 Est. Cost $26.83 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $2,433 Shares 14,374 Est. Cost $166.49 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $2,366 Shares 5,321 Est. Cost $418.48 Unrealized +18.3%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,308 Shares 9,925 Est. Cost $57.28 Unrealized
IYC ISHARES TR 0.5%
Value ($000) $2,264 Shares 23,551 Est. Cost $96.14 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $2,249 Shares 22,150 Est. Cost $83.02 Unrealized
IDU ISHARES TR 0.5%
Value ($000) $2,238 Shares 23,266 Est. Cost $87.88 Unrealized
SMIZ ZACKS TRUST 0.5%
Value ($000) $2,018 Shares 60,814 Est. Cost $31.44 Unrealized
VRT VERTIV HOLDINGS CO 0.5%
Value ($000) $1,978 Shares 17,407 Est. Cost $93.49 Unrealized +26.8%
V VISA INC 0.5%
Value ($000) $1,973 Shares 6,243 Est. Cost $215.23 Unrealized +38.6%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $1,880 Shares 5,495 Est. Cost $275.79 Unrealized +20.6%
STRL STERLING INFRASTRUCTURE INC 0.4%
Value ($000) $1,857 Shares 11,024 Est. Cost $58.24 Unrealized +196.6%
FISR SSGA ACTIVE TR 0.4%
Value ($000) $1,851 Shares 72,978 Est. Cost $20.09 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,832 Shares 9,600 Est. Cost $186.33 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,790 Shares 30,771 Est. Cost $52.25 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,761 Shares 3,076 Est. Cost $437.05 Unrealized +24.7%
NOW SERVICENOW INC 0.4%
Value ($000) $1,756 Shares 1,656 Est. Cost $138.69 Unrealized +46.1%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,716 Shares 20,393 Est. Cost $88.07 Unrealized +15.0%
IYR ISHARES TR 0.4%
Value ($000) $1,714 Shares 18,420 Est. Cost $101.87 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,690 Shares 5,693 Est. Cost $256.13 Unrealized +10.7%
DFAT DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,654 Shares 29,709 Est. Cost $36.87 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,609 Shares 2,986 Est. Cost $324.67 Unrealized
XLSR SSGA ACTIVE TR 0.4%
Value ($000) $1,535 Shares 28,725 Est. Cost $25.28 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,522 Shares 31,832 Est. Cost $49.10 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,471 Shares 3,783 Est. Cost $280.33 Unrealized +41.7%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,386 Shares 17,764 Est. Cost $78.06 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $1,385 Shares 19,705 Est. Cost $72.93 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,300 Shares 15,181 Est. Cost $68.99 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,296 Shares 13,376 Est. Cost $97.46 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,278 Shares 7,193 Est. Cost $132.88 Unrealized +33.5%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $1,276 Shares 7,847 Est. Cost $164.45 Unrealized +9.0%
PIMCO STRATEGIC INCOME FD 0.3%
Value ($000) $1,267 Shares 166,226 Est. Cost $7.28 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $1,256 Shares 10,856 Est. Cost $84.45 Unrealized +40.1%
NFLX NETFLIX INC 0.3%
Value ($000) $1,232 Shares 1,382 Est. Cost $27.36 Unrealized +200.9%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $1,230 Shares 32,054 Est. Cost $35.52 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,193 Shares 1,545 Est. Cost $498.08 Unrealized +64.9%
RDVI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,181 Shares 48,715 Est. Cost $24.24 Unrealized
AER AERCAP HOLDINGS NV 0.3%
Value ($000) $1,151 Shares 12,025 Est. Cost $65.20 Unrealized +45.8%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,115 Shares 7,711 Est. Cost $151.10 Unrealized -1.0%
ORCL ORACLE CORP 0.3%
Value ($000) $1,102 Shares 6,615 Est. Cost $131.10 Unrealized +34.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,077 Shares 26,929 Est. Cost $36.04 Unrealized +9.3%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $1,055 Shares 48,215 Est. Cost $15.60 Unrealized +24.2%
CCJ CAMECO CORP 0.2%
Value ($000) $1,040 Shares 20,240 Est. Cost $47.99 Unrealized +13.2%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,034 Shares 1,452 Est. Cost $649.48 Unrealized +28.5%
JNK SPDR SER TR 0.2%
Value ($000) $1,020 Shares 10,683 Est. Cost $95.35 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,011 Shares 9,396 Est. Cost $92.44 Unrealized +21.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $986 Shares 22,383 Est. Cost $44.91 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $981 Shares 11,915 Est. Cost $68.26 Unrealized +23.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $958 Shares 8,891 Est. Cost $99.01 Unrealized +9.9%
SMBC SOUTHERN MO BANCORP INC 0.2%
Value ($000) $938 Shares 16,342 Est. Cost $40.87 Unrealized +46.9%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $936 Shares 1,472 Est. Cost $531.04 Unrealized +23.4%
T AT&T INC 0.2%
Value ($000) $935 Shares 41,062 Est. Cost $15.24 Unrealized +41.1%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $924 Shares 10,745 Est. Cost $87.82 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $923 Shares 5,507 Est. Cost $136.29 Unrealized +21.6%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $903 Shares 8,180 Est. Cost $68.05 Unrealized +35.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $901 Shares 7,145 Est. Cost $129.05 Unrealized -5.2%
SPIB SPDR SER TR 0.2%
Value ($000) $895 Shares 27,324 Est. Cost $32.70 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $870 Shares 4,779 Est. Cost $154.37 Unrealized +22.4%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $868 Shares 21,219 Est. Cost $0.03 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $858 Shares 1,457 Est. Cost $158.96 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.2%
Value ($000) $839 Shares 94,508 Est. Cost $8.88 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $829 Shares 33,644 Est. Cost $24.65 Unrealized
WMT WALMART INC 0.2%
Value ($000) $818 Shares 9,056 Est. Cost $56.83 Unrealized +51.0%
PFE PFIZER INC 0.2%
Value ($000) $814 Shares 30,678 Est. Cost $32.54 Unrealized -22.8%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $800 Shares 16,554 Est. Cost $20.55 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $796 Shares 468 Est. Cost $1649.41 Unrealized +18.1%
ABT ABBOTT LABS 0.2%
Value ($000) $773 Shares 6,831 Est. Cost $101.68 Unrealized +11.5%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $772 Shares 3,595 Est. Cost $162.25 Unrealized +25.1%
OKE ONEOK INC NEW 0.2%
Value ($000) $768 Shares 7,653 Est. Cost $50.59 Unrealized +91.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $747 Shares 2,576 Est. Cost $247.43 Unrealized +17.3%
URA GLOBAL X FDS 0.2%
Value ($000) $740 Shares 27,625 Est. Cost $26.78 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $726 Shares 4,208 Est. Cost $126.88 Unrealized +33.0%
AGM FEDERAL AGRIC MTG CORP 0.2%
Value ($000) $724 Shares 3,675 Est. Cost $154.45 Unrealized +23.7%
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $715 Shares 23,458 Est. Cost $30.47 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $705 Shares 20,664 Est. Cost $21.86 Unrealized
YOU CLEAR SECURE INC 0.2%
Value ($000) $701 Shares 26,321 Est. Cost $29.28 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $694 Shares 4,518 Est. Cost $141.05 Unrealized +13.1%
IWM ISHARES TR 0.2%
Value ($000) $686 Shares 3,106 Est. Cost $100.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $658 Shares 1,353 Est. Cost $409.88 Unrealized +28.6%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $657 Shares 1,260 Est. Cost $233.59 Unrealized +123.0%
XAR SPDR SER TR 0.1%
Value ($000) $643 Shares 3,879 Est. Cost $36.87 Unrealized
GABELLI UTIL TR 0.1%
Value ($000) $641 Shares 127,356 Est. Cost $2.22 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $640 Shares 4,654 Est. Cost $55.50 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $639 Shares 2,250 Est. Cost $184.13 Unrealized +56.4%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $637 Shares 10,102 Est. Cost $76.54 Unrealized -10.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $632 Shares 1,269 Est. Cost $362.21 Unrealized +38.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $628 Shares 4,918 Est. Cost $13.46 Unrealized
DVYE ISHARES INC 0.1%
Value ($000) $625 Shares 24,191 Est. Cost $26.62 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $614 Shares 1,077 Est. Cost $490.47 Unrealized +13.6%
BTC GRAYSCALE BITCOIN MINI TR ET 0.1%
Value ($000) $606 Shares 14,468 Est. Cost $41.87 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $601 Shares 8,121 Est. Cost $64.51 Unrealized +14.4%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $582 Shares 9,942 Est. Cost $41.15 Unrealized +29.5%
CRM SALESFORCE INC 0.1%
Value ($000) $579 Shares 1,733 Est. Cost $244.95 Unrealized +29.3%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $579 Shares 21,747 Est. Cost $26.92 Unrealized
BP BP PLC 0.1%
Value ($000) $573 Shares 19,401 Est. Cost $0.03 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $573 Shares 11,377 Est. Cost $38.03 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $572 Shares 28,449 Est. Cost $19.69 Unrealized -0.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $570 Shares 9,902 Est. Cost $21.62 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $567 Shares 6,974 Est. Cost $81.25 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $559 Shares 8,969 Est. Cost $60.81 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $556 Shares 1,675 Est. Cost $216.08 Unrealized +60.6%
WMB WILLIAMS COS INC 0.1%
Value ($000) $552 Shares 10,208 Est. Cost $43.30 Unrealized +19.4%
SPSM SPDR SER TR 0.1%
Value ($000) $551 Shares 12,265 Est. Cost $38.44 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $549 Shares 9,280 Est. Cost $47.35 Unrealized +16.9%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $548 Shares 20,003 Est. Cost $24.88 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $548 Shares 15,841 Est. Cost $6.41 Unrealized
OKLO OKLO INC 0.1%
Value ($000) $548 Shares 25,800 Est. Cost $19.38 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $530 Shares 3,659 Est. Cost $133.98 Unrealized +8.6%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $529 Shares 11,659 Est. Cost $45.40 Unrealized
SSO PROSHARES TR 0.1%
Value ($000) $516 Shares 5,577 Est. Cost $92.51 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $515 Shares 5,180 Est. Cost $95.89 Unrealized +2.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $510 Shares 4,579 Est. Cost $102.51 Unrealized +1.0%
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $501 Shares 7,620 Est. Cost $65.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $497 Shares 2,261 Est. Cost $149.90 Unrealized +44.3%
MS MORGAN STANLEY 0.1%
Value ($000) $478 Shares 3,801 Est. Cost $119.51 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $472 Shares 9,450 Est. Cost $33.67 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $469 Shares 3,039 Est. Cost $149.57 Unrealized -5.9%
ARM ARM HOLDINGS PLC 0.1%
Value ($000) $466 Shares 3,775 Est. Cost $143.01 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $459 Shares 5,337 Est. Cost $219.39 Unrealized -55.7%
GLW CORNING INC 0.1%
Value ($000) $452 Shares 9,515 Est. Cost $42.97 Unrealized +7.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $452 Shares 1,246 Est. Cost $330.20 Unrealized +15.6%
SSD SIMPSON MFG INC 0.1%
Value ($000) $450 Shares 2,712 Est. Cost $94.35 Unrealized +92.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $447 Shares 3,712 Est. Cost $86.69 Unrealized +39.1%
TFLO ISHARES TR 0.1%
Value ($000) $447 Shares 8,850 Est. Cost $50.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $445 Shares 879 Est. Cost $486.56 Unrealized +13.6%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $431 Shares 7,639 Est. Cost $52.39 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $430 Shares 2,580 Est. Cost $107.37 Unrealized +65.0%
IRM IRON MTN INC DEL 0.1%
Value ($000) $424 Shares 4,031 Est. Cost $107.21 Unrealized +5.2%
KO COCA COLA CO 0.1%
Value ($000) $419 Shares 6,737 Est. Cost $58.15 Unrealized +8.5%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $416 Shares 25,570 Est. Cost $11.49 Unrealized +36.7%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $411 Shares 11,473 Est. Cost $35.85 Unrealized
HODL VANECK BITCOIN ETF 0.1%
Value ($000) $408 Shares 3,864 Est. Cost $105.71 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $406 Shares 1,098 Est. Cost $326.29 Unrealized +20.6%
PJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $400 Shares 10,654 Est. Cost $31.67 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $399 Shares 3,306 Est. Cost $105.15 Unrealized +12.0%
PEP PEPSICO INC 0.1%
Value ($000) $393 Shares 2,585 Est. Cost $155.96 Unrealized +0.4%
EBND SPDR SER TR 0.1%
Value ($000) $392 Shares 20,088 Est. Cost $20.54 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $390 Shares 6,473 Est. Cost $60.27 Unrealized 0.0%
MCO MOODYS CORP 0.1%
Value ($000) $382 Shares 806 Est. Cost $293.59 Unrealized +61.2%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $381 Shares 2,158 Est. Cost $202.10 Unrealized 0.0%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $374 Shares 3,870 Est. Cost $75.26 Unrealized
BWEB BITWISE FUNDS TRUST 0.1%
Value ($000) $373 Shares 6,726 Est. Cost $55.44 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $372 Shares 2,097 Est. Cost $148.60 Unrealized +15.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $370 Shares 8,419 Est. Cost $42.83 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $366 Shares 780 Est. Cost $456.97 Unrealized +7.9%
DGRO ISHARES TR 0.1%
Value ($000) $365 Shares 5,954 Est. Cost $42.98 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $364 Shares 2,279 Est. Cost $128.88 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.1%
Value ($000) $362 Shares 12,930 Est. Cost $21.89 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $362 Shares 1,604 Est. Cost $187.81 Unrealized +8.4%
IWF ISHARES TR 0.1%
Value ($000) $362 Shares 901 Est. Cost $401.70 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $360 Shares 779 Est. Cost $468.46 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $357 Shares 1,409 Est. Cost $192.74 Unrealized +33.5%
QQQI NEOS ETF TRUST 0.1%
Value ($000) $356 Shares 6,798 Est. Cost $51.61 Unrealized
CLOI VANECK ETF TRUST 0.1%
Value ($000) $353 Shares 6,682 Est. Cost $53.03 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.1%
Value ($000) $351 Shares 24,211 Est. Cost $14.48 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $349 Shares 1,583 Est. Cost $196.38 Unrealized +13.8%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $348 Shares 3,150 Est. Cost $102.84 Unrealized 0.0%
DEM WISDOMTREE TR 0.1%
Value ($000) $343 Shares 8,463 Est. Cost $41.93 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $341 Shares 7,822 Est. Cost $43.64 Unrealized
TIPX SPDR SER TR 0.1%
Value ($000) $337 Shares 18,239 Est. Cost $18.44 Unrealized
EME EMCOR GROUP INC 0.1%
Value ($000) $335 Shares 739 Est. Cost $369.12 Unrealized +27.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $335 Shares 10,691 Est. Cost $29.78 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $334 Shares 2,901 Est. Cost $115.22 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $329 Shares 5,183 Est. Cost $58.56 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $328 Shares 1,463 Est. Cost $125.76 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $328 Shares 66 Est. Cost $3882.23 Unrealized +22.7%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $322 Shares 8,647 Est. Cost $17.22 Unrealized +130.4%
XBI SPDR SER TR 0.1%
Value ($000) $320 Shares 3,550 Est. Cost $6.18 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $318 Shares 2,523 Est. Cost $85.69 Unrealized +50.2%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $317 Shares 1,376 Est. Cost $218.15 Unrealized 0.0%
IXN ISHARES TR 0.1%
Value ($000) $317 Shares 3,740 Est. Cost $83.27 Unrealized
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $314 Shares 7,660 Est. Cost $39.41 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $309 Shares 3,387 Est. Cost $79.94 Unrealized +17.5%
NTAP NETAPP INC 0.1%
Value ($000) $307 Shares 2,646 Est. Cost $91.87 Unrealized +29.7%
CMI CUMMINS INC 0.1%
Value ($000) $307 Shares 880 Est. Cost $287.98 Unrealized +19.3%
REAVES UTIL INCOME FD 0.1%
Value ($000) $304 Shares 9,581 Est. Cost $32.81 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $303 Shares 3,120 Est. Cost $84.54 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $301 Shares 4,290 Est. Cost $66.67 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $301 Shares 2,748 Est. Cost $109.18 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $297 Shares 2,395 Est. Cost $84.33 Unrealized +41.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $295 Shares 3,990 Est. Cost $74.02 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $295 Shares 6,175 Est. Cost $41.16 Unrealized +24.6%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $293 Shares 3,332 Est. Cost $89.97 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $292 Shares 492 Est. Cost $543.94 Unrealized 0.0%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $292 Shares 6,998 Est. Cost $42.06 Unrealized
MWA MUELLER WTR PRODS INC 0.1%
Value ($000) $292 Shares 12,975 Est. Cost $23.15 Unrealized 0.0%
SPMD SPDR SER TR 0.1%
Value ($000) $291 Shares 5,319 Est. Cost $46.37 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $291 Shares 3,696 Est. Cost $45.47 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $290 Shares 11,628 Est. Cost $23.40 Unrealized 0.0%
ACWI ISHARES TR 0.1%
Value ($000) $287 Shares 2,446 Est. Cost $119.31 Unrealized
IFRA ISHARES TR 0.1%
Value ($000) $285 Shares 6,163 Est. Cost $28.07 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $277 Shares 5,756 Est. Cost $48.16 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $277 Shares 17,997 Est. Cost $9.67 Unrealized +34.4%
TRGP TARGA RES CORP 0.1%
Value ($000) $273 Shares 1,532 Est. Cost $175.16 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $272 Shares 625 Est. Cost $466.71 Unrealized -17.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $271 Shares 1,343 Est. Cost $193.16 Unrealized +9.3%
DAPP VANECK ETF TRUST 0.1%
Value ($000) $270 Shares 18,822 Est. Cost $14.37 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $270 Shares 8,586 Est. Cost $20.47 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $267 Shares 2,030 Est. Cost $130.93 Unrealized 0.0%
BLK BLACKROCK INC 0.1%
Value ($000) $266 Shares 259 Est. Cost $991.05 Unrealized 0.0%
CERY SPDR SER TR 0.1%
Value ($000) $263 Shares 10,169 Est. Cost $25.89 Unrealized
FIX COMFORT SYS USA INC 0.1%
Value ($000) $260 Shares 612 Est. Cost $437.35 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $260 Shares 1,584 Est. Cost $170.91 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $259 Shares 1,065 Est. Cost $204.94 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $259 Shares 10,361 Est. Cost $24.48 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $258 Shares 881 Est. Cost $255.09 Unrealized +12.9%
C CITIGROUP INC 0.1%
Value ($000) $255 Shares 3,626 Est. Cost $65.38 Unrealized 0.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $251 Shares 4,198 Est. Cost $59.60 Unrealized
VST VISTRA CORP 0.1%
Value ($000) $249 Shares 1,804 Est. Cost $84.64 Unrealized +62.9%
ATR APTARGROUP INC 0.1%
Value ($000) $248 Shares 1,575 Est. Cost $131.99 Unrealized +24.4%
AMGN AMGEN INC 0.1%
Value ($000) $247 Shares 949 Est. Cost $266.29 Unrealized +7.4%
EAT BRINKER INTL INC 0.1%
Value ($000) $244 Shares 1,844 Est. Cost $112.55 Unrealized 0.0%
ETHW BITWISE ETHEREUM ETF 0.1%
Value ($000) $243 Shares 10,156 Est. Cost $23.97 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $240 Shares 4,583 Est. Cost $45.53 Unrealized +7.2%
AUGT AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $240 Shares 7,706 Est. Cost $30.49 Unrealized
SIXF AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $239 Shares 8,471 Est. Cost $27.57 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $237 Shares 988 Est. Cost $40.51 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $234 Shares 2,482 Est. Cost $88.94 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $233 Shares 2,558 Est. Cost $50.37 Unrealized +94.8%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $232 Shares 1,039 Est. Cost $247.76 Unrealized 0.0%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $232 Shares 4,581 Est. Cost $50.71 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $231 Shares 5,324 Est. Cost $42.32 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $231 Shares 1,339 Est. Cost $149.22 Unrealized +11.0%
MMM 3M CO 0.1%
Value ($000) $230 Shares 1,784 Est. Cost $119.14 Unrealized +7.8%
EMHC SPDR SER TR 0.1%
Value ($000) $228 Shares 9,570 Est. Cost $24.15 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $225 Shares 814 Est. Cost $271.96 Unrealized +14.5%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $224 Shares 7,239 Est. Cost $31.76 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.1%
Value ($000) $223 Shares 933 Est. Cost $246.92 Unrealized 0.0%
GROZ ZACKS TRUST 0.1%
Value ($000) $223 Shares 8,996 Est. Cost $24.79 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $222 Shares 3,419 Est. Cost $60.06 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $221 Shares 11,000 Est. Cost $32.41 Unrealized -30.5%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 7,992 Est. Cost $31.46 Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value ($000) $217 Shares 4,896 Est. Cost $43.25 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $216 Shares 3,060 Est. Cost $67.99 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $216 Shares 975 Est. Cost $240.22 Unrealized -3.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $213 Shares 1,137 Est. Cost $193.15 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $210 Shares 3,000 Est. Cost $1.02 Unrealized
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value ($000) $210 Shares 11,320 Est. Cost $23.84 Unrealized -2.9%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $209 Shares 8,134 Est. Cost $25.28 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $209 Shares 1,597 Est. Cost $125.29 Unrealized +3.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $209 Shares 793 Est. Cost $285.99 Unrealized -1.4%
AVPT AVEPOINT INC 0.0%
Value ($000) $209 Shares 12,641 Est. Cost $11.63 Unrealized +30.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $209 Shares 401 Est. Cost $567.34 Unrealized -3.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $205 Shares 2,567 Est. Cost $80.83 Unrealized +3.7%
CDW CDW CORP 0.0%
Value ($000) $202 Shares 1,158 Est. Cost $226.70 Unrealized -15.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $201 Shares 2,253 Est. Cost $83.05 Unrealized +14.1%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $201 Shares 3,983 Est. Cost $52.40 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $201 Shares 604 Est. Cost $339.14 Unrealized 0.0%
EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $190 Shares 11,245 Est. Cost $13.33 Unrealized
TESLA INC 0.0%
Value ($000) $189 Shares 12,500 Est. Cost Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $187 Shares 17,292 Est. Cost $11.34 Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $152 Shares 51,118 Est. Cost $6.90 Unrealized -49.8%
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $150 Shares 11,145 Est. Cost $10.50 Unrealized 0.0%
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $129 Shares 11,552 Est. Cost $11.63 Unrealized 0.0%
LITHIUM AMERICAS ARGENTINA C 0.0%
Value ($000) $112 Shares 42,650 Est. Cost $6.32 Unrealized
YEXT YEXT INC 0.0%
Value ($000) $109 Shares 17,072 Est. Cost $5.62 Unrealized +29.2%
LOOP LOOP INDS INC 0.0%
Value ($000) $91 Shares 76,124 Est. Cost $2.84 Unrealized -49.5%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $88 Shares 55,277 Est. Cost $3.04 Unrealized -33.8%
PATRICK INDS INC 0.0%
Value ($000) $50 Shares 37,000 Est. Cost $0.90 Unrealized
NICE LTD 0.0%
Value ($000) $47 Shares 49,000 Est. Cost $0.00 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $41 Shares 10,500 Est. Cost $4.07 Unrealized
LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $41 Shares 30,000 Est. Cost $1.19 Unrealized
SHIFT4 PMTS INC 0.0%
Value ($000) $39 Shares 29,000 Est. Cost $1.16 Unrealized
CHEFS WHSE INC 0.0%
Value ($000) $38 Shares 30,000 Est. Cost $1.09 Unrealized
INTEGER HLDGS CORP 0.0%
Value ($000) $38 Shares 24,000 Est. Cost $1.44 Unrealized
NRG ENERGY INC 0.0%
Value ($000) $37 Shares 17,000 Est. Cost $0.08 Unrealized
ZSCALER INC 0.0%
Value ($000) $37 Shares 30,000 Est. Cost $1.17 Unrealized
DATADOG INC 0.0%
Value ($000) $37 Shares 24,000 Est. Cost $1.25 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $37 Shares 30,000 Est. Cost $1.01 Unrealized
DROPBOX INC 0.0%
Value ($000) $37 Shares 37,000 Est. Cost $0.95 Unrealized
CHEESECAKE FACTORY INC 0.0%
Value ($000) $36 Shares 37,000 Est. Cost $0.00 Unrealized
VAIL RESORTS INC 0.0%
Value ($000) $36 Shares 38,000 Est. Cost $0.00 Unrealized
FORD MTR CO 0.0%
Value ($000) $36 Shares 37,000 Est. Cost $0.08 Unrealized
HAEMONETICS CORP MASS 0.0%
Value ($000) $36 Shares 38,000 Est. Cost $0.85 Unrealized
UBER TECHNOLOGIES INC 0.0%
Value ($000) $35 Shares 35,000 Est. Cost $1.03 Unrealized
POST HLDGS INC 0.0%
Value ($000) $35 Shares 30,000 Est. Cost $0.99 Unrealized
BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $35 Shares 38,000 Est. Cost $0.96 Unrealized
NUTANIX INC 0.0%
Value ($000) $35 Shares 29,000 Est. Cost $1.23 Unrealized
ON SEMICONDUCTOR CORP 0.0%
Value ($000) $35 Shares 37,000 Est. Cost $0.96 Unrealized
NCL CORP LTD 0.0%
Value ($000) $34 Shares 24,000 Est. Cost $1.38 Unrealized
PG&E CORP 0.0%
Value ($000) $34 Shares 31,000 Est. Cost $1.09 Unrealized
LANTHEUS HLDGS INC 0.0%
Value ($000) $33 Shares 25,000 Est. Cost $1.12 Unrealized
LUMENTUM HLDGS INC 0.0%
Value ($000) $33 Shares 30,000 Est. Cost $0.00 Unrealized
SOUTHWEST AIRLS CO 0.0%
Value ($000) $33 Shares 32,000 Est. Cost $0.03 Unrealized
DEXCOM INC 0.0%
Value ($000) $33 Shares 34,000 Est. Cost $0.08 Unrealized
HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $32 Shares 30,000 Est. Cost $0.94 Unrealized
TETRA TECH INC NEW 0.0%
Value ($000) $29 Shares 25,000 Est. Cost $1.31 Unrealized
PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $29 Shares 31,000 Est. Cost $0.00 Unrealized
CONMED CORP 0.0%
Value ($000) $29 Shares 31,000 Est. Cost $0.95 Unrealized
NORTHERN OIL & GAS INC 0.0%
Value ($000) $28 Shares 24,000 Est. Cost $1.18 Unrealized
MGP INGREDIENTS INC NEW 0.0%
Value ($000) $22 Shares 24,000 Est. Cost $1.28 Unrealized
AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $0.00 Unrealized
EXACT SCIENCES CORP 0.0%
Value ($000) $21 Shares 24,000 Est. Cost $0.00 Unrealized
INVZ INNOVIZ TECHNOLOGIES LTD 0.0%
Value ($000) $21 Shares 12,267 Est. Cost $0.83 Unrealized 0.0%
WOLFSPEED INC 0.0%
Value ($000) $20 Shares 50,000 Est. Cost $0.41 Unrealized
BW BABCOCK & WILCOX ENTERPRISES 0.0%
Value ($000) $20 Shares 12,260 Est. Cost $1.83 Unrealized +15.5%
ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $18 Shares 17,000 Est. Cost $1.17 Unrealized
RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $18 Shares 17,000 Est. Cost $0.91 Unrealized
ARRAY TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 24,000 Est. Cost $1.14 Unrealized
ETSY INC 0.0%
Value ($000) $17 Shares 18,000 Est. Cost $0.98 Unrealized
MIRUM PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 11,000 Est. Cost $1.47 Unrealized
BLOCK INC 0.0%
Value ($000) $17 Shares 17,000 Est. Cost $0.97 Unrealized
IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $16 Shares 17,000 Est. Cost $0.99 Unrealized
AMPHASTAR PHARMACEUTICALS IN 0.0%
Value ($000) $16 Shares 17,000 Est. Cost $1.06 Unrealized
IMUX IMMUNIC INC 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $1.42 Unrealized -11.5%
TRANSMEDICS GROUP INC 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $1.84 Unrealized
TPI COMPOSITES INC 0.0%
Value ($000) $8 Shares 30,000 Est. Cost $0.45 Unrealized