Legacy Capital Wealth Partners, LLC Quant / Systematic

Location: Little Rock, AR

CIK: 0001766228 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 16, 2026

Total Value: $466M (100.0% shares, 0.0% debt)

Holdings (376)

WMT WALMART INC 12.5%
Value $58.25M Shares 522,881 Est. Cost $64.07 Unrealized +67.3%
JBHT HUNT J B TRANS SVCS INC 5.0%
Value $23.2M Shares 119,383 Est. Cost $164.74 Unrealized +4.1%
TSLA TESLA INC 2.4%
Value $11.05M Shares 24,579 Est. Cost $295.15 Unrealized +50.2%
RDVY FIRST TR EXCHANGE TRADED FD 2.1%
Value $9.93M Shares 150,627 Est. Cost $55.34 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value $9.796M Shares 65,862 Est. Cost $211.31 Unrealized
GAP GAP INC 2.1%
Value $9.692M Shares 378,581 Est. Cost $21.89 Unrealized +9.9%
IVV ISHARES TR 1.8%
Value $8.397M Shares 12,259 Est. Cost $548.27 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 1.7%
Value $8.043M Shares 140,953 Est. Cost $54.10 Unrealized
RWL INVESCO EXCH TRADED FD TR II 1.6%
Value $7.63M Shares 72,517 Est. Cost $92.94 Unrealized
VOO VANGUARD INDEX FDS 1.5%
Value $7.207M Shares 11,493 Est. Cost $500.12 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 1.5%
Value $7.102M Shares 58,755 Est. Cost $105.04 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value $7.069M Shares 37,903 Est. Cost $110.62 Unrealized +68.3%
AAPL APPLE INC 1.4%
Value $6.658M Shares 24,491 Est. Cost $187.05 Unrealized +43.5%
FAUG FIRST TR EXCHNG TRADED FD VI 1.3%
Value $5.866M Shares 110,793 Est. Cost $45.75 Unrealized
EOG EOG RES INC 1.2%
Value $5.578M Shares 53,116 Est. Cost $122.13 Unrealized -12.2%
MSFT MICROSOFT CORP 1.0%
Value $4.615M Shares 9,544 Est. Cost $404.67 Unrealized +23.7%
JAAA JANUS DETROIT STR TR 0.9%
Value $4.216M Shares 83,344 Est. Cost $50.82 Unrealized
YMAR FIRST TR EXCHNG TRADED FD VI 0.9%
Value $4.092M Shares 154,010 Est. Cost $23.41 Unrealized
AMZN AMAZON COM INC 0.9%
Value $4.052M Shares 17,553 Est. Cost $146.41 Unrealized +56.3%
SPYI NEOS ETF TRUST 0.9%
Value $3.996M Shares 76,078 Est. Cost $51.55 Unrealized
BIL SPDR SERIES TRUST 0.8%
Value $3.862M Shares 42,259 Est. Cost $91.74 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.7%
Value $3.405M Shares 86,010 Est. Cost $36.01 Unrealized
GLDM WORLD GOLD TR 0.7%
Value $3.325M Shares 38,950 Est. Cost $56.47 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.7%
Value $3.276M Shares 69,992 Est. Cost $42.84 Unrealized
GOOGL ALPHABET INC 0.7%
Value $3.248M Shares 10,377 Est. Cost $175.18 Unrealized +63.0%
SYM SYMBOTIC INC 0.7%
Value $3.164M Shares 53,174 Est. Cost $39.37 Unrealized +67.7%
OZK BANK OZK LITTLE ROCK ARK 0.6%
Value $2.844M Shares 61,794 Est. Cost $40.62 Unrealized +13.9%
META META PLATFORMS INC 0.6%
Value $2.768M Shares 4,193 Est. Cost $514.02 Unrealized +29.8%
BILZ PIMCO ETF TR 0.6%
Value $2.714M Shares 26,931 Est. Cost $101.10 Unrealized
GMOV GMO ETF TRUST 0.6%
Value $2.653M Shares 96,504 Est. Cost $24.88 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.6%
Value $2.569M Shares 78,481 Est. Cost $29.75 Unrealized
ACIO ETF SER SOLUTIONS 0.5%
Value $2.346M Shares 53,688 Est. Cost $38.92 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value $2.338M Shares 40,850 Est. Cost $57.94 Unrealized
PFF ISHARES TR 0.5%
Value $2.204M Shares 71,190 Est. Cost $31.54 Unrealized
AOK ISHARES TR 0.5%
Value $2.202M Shares 54,879 Est. Cost $36.97 Unrealized
V VISA INC 0.5%
Value $2.168M Shares 6,182 Est. Cost $269.31 Unrealized +26.4%
MINT PIMCO ETF TR 0.4%
Value $2.072M Shares 20,652 Est. Cost $100.65 Unrealized
AVUV AMERICAN CENTY ETF TR 0.4%
Value $2.001M Shares 19,618 Est. Cost $91.01 Unrealized
AVGO BROADCOM INC 0.4%
Value $1.978M Shares 5,715 Est. Cost $164.28 Unrealized +117.3%
TCAF T ROWE PRICE ETF INC 0.4%
Value $1.883M Shares 49,261 Est. Cost $32.49 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value $1.877M Shares 5,825 Est. Cost $177.75 Unrealized +74.1%
MLPX GLOBAL X FDS 0.4%
Value $1.859M Shares 30,718 Est. Cost $53.11 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.4%
Value $1.783M Shares 25,120 Est. Cost $66.31 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value $1.757M Shares 10,957 Est. Cost $100.29 Unrealized +53.1%
EFA ISHARES TR 0.4%
Value $1.752M Shares 18,242 Est. Cost $79.30 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.4%
Value $1.746M Shares 41,923 Est. Cost $39.57 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $1.704M Shares 14,162 Est. Cost $109.72 Unrealized +5.3%
DFAI DIMENSIONAL ETF TRUST 0.4%
Value $1.694M Shares 44,456 Est. Cost $35.48 Unrealized
LDUR PIMCO ETF TR 0.4%
Value $1.692M Shares 17,638 Est. Cost $95.25 Unrealized
HTGC HERCULES CAPITAL INC 0.4%
Value $1.686M Shares 89,597 Est. Cost $19.13 Unrealized -5.7%
MAIN MAIN STR CAP CORP 0.4%
Value $1.666M Shares 27,586 Est. Cost $50.05 Unrealized +17.8%
CVX CHEVRON CORP NEW 0.3%
Value $1.623M Shares 10,652 Est. Cost $143.66 Unrealized +5.4%
VTV VANGUARD INDEX FDS 0.3%
Value $1.61M Shares 8,429 Est. Cost $167.03 Unrealized
GBDC GOLUB CAP BDC INC 0.3%
Value $1.591M Shares 117,221 Est. Cost $13.31 Unrealized +1.8%
GOOG ALPHABET INC 0.3%
Value $1.563M Shares 4,981 Est. Cost $187.05 Unrealized +53.1%
GAIN GLADSTONE INVT CORP 0.3%
Value $1.555M Shares 111,329 Est. Cost $11.66 Unrealized +16.4%
TSLX SIXTH STREET SPECIALTY LENDI 0.3%
Value $1.479M Shares 68,082 Est. Cost $21.23 Unrealized +2.7%
BND VANGUARD BD INDEX FDS 0.3%
Value $1.474M Shares 19,904 Est. Cost $71.91 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.3%
Value $1.467M Shares 66,218 Est. Cost $20.77 Unrealized -1.6%
ARCC ARES CAPITAL CORP 0.3%
Value $1.463M Shares 72,298 Est. Cost $18.12 Unrealized +9.3%
USB US BANCORP DEL 0.3%
Value $1.456M Shares 27,281 Est. Cost $38.33 Unrealized +27.1%
TRIN TRINITY CAP INC 0.3%
Value $1.44M Shares 98,286 Est. Cost $11.60 Unrealized +21.5%
FDUS FIDUS INVT CORP 0.3%
Value $1.407M Shares 72,921 Est. Cost $16.73 Unrealized +16.2%
BXSL BLACKSTONE SECD LENDING FD 0.3%
Value $1.406M Shares 53,413 Est. Cost $26.01 Unrealized +0.3%
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value $1.383M Shares 14,953 Est. Cost $89.16 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value $1.356M Shares 33,268 Est. Cost $41.81 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $1.351M Shares 33,174 Est. Cost $37.97 Unrealized +6.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.349M Shares 2,684 Est. Cost $432.72 Unrealized +15.0%
MA MASTERCARD INCORPORATED 0.3%
Value $1.335M Shares 2,338 Est. Cost $464.43 Unrealized +20.4%
LRCX LAM RESEARCH CORP 0.3%
Value $1.322M Shares 7,723 Est. Cost $83.90 Unrealized +85.2%
HD HOME DEPOT INC 0.3%
Value $1.319M Shares 3,832 Est. Cost $336.67 Unrealized +8.3%
GLD SPDR GOLD TR 0.3%
Value $1.313M Shares 3,313 Est. Cost $213.19 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.3%
Value $1.303M Shares 51,772 Est. Cost $24.55 Unrealized
CAVA CAVA GROUP INC 0.3%
Value $1.293M Shares 22,025 Est. Cost $81.01 Unrealized -31.2%
TJX TJX COS INC NEW 0.3%
Value $1.287M Shares 8,379 Est. Cost $112.54 Unrealized +31.2%
MSDL MORGAN STANLEY DIRECT LENDIN 0.3%
Value $1.269M Shares 76,982 Est. Cost $18.34 Unrealized -10.5%
OBDC BLUE OWL CAPITAL CORPORATION 0.3%
Value $1.265M Shares 101,735 Est. Cost $12.85 Unrealized -3.9%
GLAD GLADSTONE CAPITAL CORP 0.3%
Value $1.253M Shares 60,644 Est. Cost $18.67 Unrealized +5.4%
TCHP T ROWE PRICE ETF INC 0.3%
Value $1.235M Shares 24,778 Est. Cost $39.33 Unrealized
CWB SPDR SERIES TRUST 0.3%
Value $1.209M Shares 13,559 Est. Cost $81.92 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value $1.198M Shares 43,738 Est. Cost $26.57 Unrealized
NFLX NETFLIX INC 0.3%
Value $1.188M Shares 12,669 Est. Cost $104.23 Unrealized +3.4%
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value $1.168M Shares 25,462 Est. Cost $45.73 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $1.166M Shares 5,634 Est. Cost $146.96 Unrealized +34.1%
DFAT DIMENSIONAL ETF TRUST 0.2%
Value $1.103M Shares 18,520 Est. Cost $55.08 Unrealized
GWW WW GRAINGER INC 0.2%
Value $1.094M Shares 1,084 Est. Cost $934.38 Unrealized +3.7%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value $1.084M Shares 5,845 Est. Cost $200.14 Unrealized -6.8%
UNP UNION PAC CORP 0.2%
Value $1.07M Shares 4,624 Est. Cost $225.90 Unrealized +0.6%
UL UNILEVER PLC 0.2%
Value $1.068M Shares 16,331 Est. Cost $65.40 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value $1.043M Shares 3,431 Est. Cost $181.58 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value $1.038M Shares 11,375 Est. Cost $91.09 Unrealized +7.3%
SPTM SPDR SERIES TRUST 0.2%
Value $1.028M Shares 12,455 Est. Cost $70.18 Unrealized
EFG ISHARES TR 0.2%
Value $1.026M Shares 9,010 Est. Cost $97.13 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value $1.026M Shares 12,787 Est. Cost $65.91 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $979K Shares 15,679 Est. Cost $51.94 Unrealized
GSK GSK PLC 0.2%
Value $970K Shares 19,786 Est. Cost $39.45 Unrealized
IWP ISHARES TR 0.2%
Value $968K Shares 7,070 Est. Cost $126.74 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $965K Shares 10,049 Est. Cost $78.11 Unrealized +24.4%
ICLR ICON PLC 0.2%
Value $950K Shares 5,215 Est. Cost $199.41 Unrealized -10.7%
TAFM AB ACTIVE ETFS INC 0.2%
Value $948K Shares 37,305 Est. Cost $25.42 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value $948K Shares 5,464 Est. Cost $165.32 Unrealized +3.3%
WMB WILLIAMS COS INC 0.2%
Value $947K Shares 15,749 Est. Cost $40.73 Unrealized +47.5%
INTU INTUIT 0.2%
Value $939K Shares 1,418 Est. Cost $627.19 Unrealized +5.3%
BUFZ FIRST TR EXCHNG TRADED FD VI 0.2%
Value $925K Shares 34,871 Est. Cost $25.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $923K Shares 5,194 Est. Cost $80.31 Unrealized +125.4%
ABBV ABBVIE INC 0.2%
Value $922K Shares 4,034 Est. Cost $161.45 Unrealized +40.9%
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value $903K Shares 6,554 Est. Cost $105.92 Unrealized +24.2%
LOW LOWES COS INC 0.2%
Value $902K Shares 3,741 Est. Cost $221.35 Unrealized +8.3%
IWD ISHARES TR 0.2%
Value $902K Shares 4,288 Est. Cost $198.04 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value $888K Shares 1,010 Est. Cost $701.39 Unrealized +16.6%
ANET ARISTA NETWORKS INC 0.2%
Value $878K Shares 6,701 Est. Cost $107.24 Unrealized +28.4%
SMTH ALPS ETF TR 0.2%
Value $877K Shares 33,627 Est. Cost $25.53 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $875K Shares 6,106 Est. Cost $150.40 Unrealized -2.1%
KLAC KLA CORP 0.2%
Value $873K Shares 718 Est. Cost $791.45 Unrealized +48.1%
TFC TRUIST FINL CORP 0.2%
Value $864K Shares 17,567 Est. Cost $37.19 Unrealized +23.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value $860K Shares 8,667 Est. Cost $119.36 Unrealized -22.3%
AVMV AMERICAN CENTY ETF TR 0.2%
Value $857K Shares 12,030 Est. Cost $62.37 Unrealized
MCK MCKESSON CORP 0.2%
Value $856K Shares 1,043 Est. Cost $579.73 Unrealized +40.7%
PSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $853K Shares 12,723 Est. Cost $68.18 Unrealized
IWF ISHARES TR 0.2%
Value $843K Shares 1,780 Est. Cost $412.93 Unrealized
GPC GENUINE PARTS CO 0.2%
Value $832K Shares 6,765 Est. Cost $129.15 Unrealized -0.4%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $823K Shares 1,454 Est. Cost $437.38 Unrealized +21.7%
WFC WELLS FARGO CO NEW 0.2%
Value $816K Shares 8,756 Est. Cost $57.92 Unrealized +49.6%
SNPS SYNOPSYS INC 0.2%
Value $810K Shares 1,725 Est. Cost $538.62 Unrealized -17.5%
VOT VANGUARD INDEX FDS 0.2%
Value $804K Shares 2,882 Est. Cost $247.56 Unrealized
LLY ELI LILLY & CO 0.2%
Value $801K Shares 746 Est. Cost $773.02 Unrealized +23.6%
PYLD PIMCO ETF TR 0.2%
Value $800K Shares 29,971 Est. Cost $25.94 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value $798K Shares 3,822 Est. Cost $134.84 Unrealized +43.0%
AMAT APPLIED MATLS INC 0.2%
Value $793K Shares 3,086 Est. Cost $204.93 Unrealized +16.9%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $783K Shares 1,727 Est. Cost $441.86 Unrealized -2.5%
QQQ INVESCO QQQ TR 0.2%
Value $775K Shares 1,262 Est. Cost $495.30 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $769K Shares 1,327 Est. Cost $536.92 Unrealized +5.3%
COF CAPITAL ONE FINL CORP 0.2%
Value $762K Shares 3,145 Est. Cost $156.69 Unrealized +41.8%
TRV TRAVELERS COMPANIES INC 0.2%
Value $761K Shares 2,625 Est. Cost $215.32 Unrealized +30.3%
COST COSTCO WHSL CORP NEW 0.2%
Value $758K Shares 879 Est. Cost $792.02 Unrealized +14.4%
TAFI AB ACTIVE ETFS INC 0.2%
Value $755K Shares 29,931 Est. Cost $25.34 Unrealized
VFLO VICTORY PORTFOLIOS II 0.2%
Value $751K Shares 19,069 Est. Cost $33.90 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value $735K Shares 7,992 Est. Cost $77.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $735K Shares 1,519 Est. Cost $419.44 Unrealized +13.5%
WPC WP CAREY INC 0.2%
Value $732K Shares 11,367 Est. Cost $56.15 Unrealized
KO COCA COLA CO 0.2%
Value $727K Shares 10,394 Est. Cost $58.89 Unrealized +17.8%
DIS DISNEY WALT CO 0.2%
Value $723K Shares 6,358 Est. Cost $105.51 Unrealized +3.8%
DFEM DIMENSIONAL ETF TRUST 0.2%
Value $718K Shares 21,705 Est. Cost $30.31 Unrealized
ROST ROSS STORES INC 0.2%
Value $715K Shares 3,968 Est. Cost $136.46 Unrealized +22.1%
MBB ISHARES TR 0.2%
Value $712K Shares 7,473 Est. Cost $92.17 Unrealized
COR CENCORA INC 0.2%
Value $710K Shares 2,102 Est. Cost $229.65 Unrealized +48.3%
ASML ASML HOLDING N V 0.2%
Value $702K Shares 656 Est. Cost $993.70 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $697K Shares 2,374 Est. Cost $225.60 Unrealized +27.8%
HSY HERSHEY CO 0.1%
Value $691K Shares 3,799 Est. Cost $169.43 Unrealized +7.5%
KNGZ FIRST TR EXCHANGE TRADED FD 0.1%
Value $682K Shares 19,032 Est. Cost $32.21 Unrealized
ETHA ISHARES ETHEREUM TR 0.1%
Value $680K Shares 30,311 Est. Cost $27.32 Unrealized
APP APPLOVIN CORP 0.1%
Value $664K Shares 986 Est. Cost $91.24 Unrealized +590.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value $658K Shares 2,453 Est. Cost $300.21 Unrealized -15.4%
T AT&T INC 0.1%
Value $658K Shares 26,492 Est. Cost $14.91 Unrealized +69.6%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value $653K Shares 2,273 Est. Cost $282.54 Unrealized +8.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value $650K Shares 2,913 Est. Cost $198.22 Unrealized +14.7%
PGR PROGRESSIVE CORP 0.1%
Value $646K Shares 2,838 Est. Cost $210.95 Unrealized +0.7%
HOMB HOME BANCSHARES INC 0.1%
Value $642K Shares 23,093 Est. Cost $23.74 Unrealized +16.8%
SPGI S&P GLOBAL INC 0.1%
Value $640K Shares 1,225 Est. Cost $454.33 Unrealized +8.8%
LIN LINDE PLC 0.1%
Value $636K Shares 1,492 Est. Cost $438.78 Unrealized -2.6%
DFAR DIMENSIONAL ETF TRUST 0.1%
Value $631K Shares 27,539 Est. Cost $23.53 Unrealized
NOW SERVICENOW INC 0.1%
Value $625K Shares 4,077 Est. Cost $170.06 Unrealized +0.9%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $619K Shares 8,883 Est. Cost $64.36 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value $618K Shares 3,483 Est. Cost $150.44 Unrealized
AVLV AMERICAN CENTY ETF TR 0.1%
Value $616K Shares 8,136 Est. Cost $67.07 Unrealized
PWR QUANTA SVCS INC 0.1%
Value $609K Shares 1,443 Est. Cost $299.85 Unrealized +46.5%
TTE TOTALENERGIES SE 0.1%
Value $608K Shares 9,296 Est. Cost $63.23 Unrealized 0.0%
DFAW DIMENSIONAL ETF TRUST 0.1%
Value $603K Shares 8,152 Est. Cost $73.20 Unrealized
B BARRICK MNG CORP 0.1%
Value $602K Shares 13,833 Est. Cost $19.29 Unrealized +94.0%
APD AIR PRODS & CHEMS INC 0.1%
Value $600K Shares 2,427 Est. Cost $247.80 Unrealized +1.6%
SNY SANOFI SA 0.1%
Value $599K Shares 12,354 Est. Cost $53.42 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value $597K Shares 4,416 Est. Cost $113.05 Unrealized +18.1%
TNGY TORTOISE CAPITAL SERIES TRUS 0.1%
Value $596K Shares 65,972 Est. Cost $9.17 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $593K Shares 1,762 Est. Cost $284.34 Unrealized +19.9%
MCO MOODYS CORP 0.1%
Value $588K Shares 1,152 Est. Cost $398.15 Unrealized +22.4%
ORCL ORACLE CORP 0.1%
Value $578K Shares 2,966 Est. Cost $154.47 Unrealized +54.1%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $576K Shares 6,883 Est. Cost $80.64 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value $572K Shares 21,743 Est. Cost $26.19 Unrealized -4.2%
VBK VANGUARD INDEX FDS 0.1%
Value $570K Shares 1,888 Est. Cost $279.95 Unrealized
RTX RTX CORPORATION 0.1%
Value $558K Shares 3,043 Est. Cost $111.08 Unrealized +56.0%
VNQ VANGUARD INDEX FDS 0.1%
Value $544K Shares 6,142 Est. Cost $86.32 Unrealized
FLRN SPDR SERIES TRUST 0.1%
Value $539K Shares 17,555 Est. Cost $30.73 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $537K Shares 7,243 Est. Cost $67.96 Unrealized
ROE EA SERIES TRUST 0.1%
Value $537K Shares 15,231 Est. Cost $30.38 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $535K Shares 11,617 Est. Cost $44.58 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $533K Shares 1,867 Est. Cost $95.73 Unrealized +139.6%
DG DOLLAR GEN CORP NEW 0.1%
Value $532K Shares 4,009 Est. Cost $75.65 Unrealized +47.4%
SCHW SCHWAB CHARLES CORP 0.1%
Value $531K Shares 5,315 Est. Cost $72.09 Unrealized +31.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $527K Shares 874 Est. Cost $533.48 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $523K Shares 1,586 Est. Cost $502.55 Unrealized -32.9%
BAC BANK AMERICA CORP 0.1%
Value $523K Shares 9,506 Est. Cost $37.79 Unrealized +39.4%
AZO AUTOZONE INC 0.1%
Value $522K Shares 154 Est. Cost $3336.78 Unrealized +13.2%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $521K Shares 10,300 Est. Cost $50.48 Unrealized
SNA SNAP ON INC 0.1%
Value $517K Shares 1,499 Est. Cost $269.43 Unrealized +26.4%
URI UNITED RENTALS INC 0.1%
Value $516K Shares 637 Est. Cost $738.59 Unrealized +17.4%
CSCO CISCO SYS INC 0.1%
Value $515K Shares 6,690 Est. Cost $46.06 Unrealized +60.2%
XLU SELECT SECTOR SPDR TR 0.1%
Value $511K Shares 11,960 Est. Cost $56.69 Unrealized
CSL CARLISLE COS INC 0.1%
Value $509K Shares 1,591 Est. Cost $304.25 Unrealized +6.0%
KVUE KENVUE INC 0.1%
Value $506K Shares 29,359 Est. Cost $18.33 Unrealized -11.3%
AMGN AMGEN INC 0.1%
Value $506K Shares 1,546 Est. Cost $263.21 Unrealized +20.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value $506K Shares 11,312 Est. Cost $65.26 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value $502K Shares 1,607 Est. Cost $302.11 Unrealized +8.0%
FBRT FRANKLIN BSP RLTY TR INC 0.1%
Value $500K Shares 19,968 Est. Cost $25.06 Unrealized
ETN EATON CORP PLC 0.1%
Value $497K Shares 1,562 Est. Cost $325.34 Unrealized +8.9%
JANM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $496K Shares 15,015 Est. Cost $30.78 Unrealized
JLL JONES LANG LASALLE INC 0.1%
Value $495K Shares 1,471 Est. Cost $215.18 Unrealized +45.7%
BDX BECTON DICKINSON & CO 0.1%
Value $493K Shares 2,542 Est. Cost $213.97 Unrealized -11.4%
PYPL PAYPAL HLDGS INC 0.1%
Value $487K Shares 8,346 Est. Cost $64.16 Unrealized +1.1%
BLK BLACKROCK INC 0.1%
Value $477K Shares 446 Est. Cost $989.66 Unrealized +10.1%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $476K Shares 1,841 Est. Cost $248.98 Unrealized +6.1%
DFIS DIMENSIONAL ETF TRUST 0.1%
Value $473K Shares 14,364 Est. Cost $30.14 Unrealized
MKL MARKEL GROUP INC 0.1%
Value $469K Shares 218 Est. Cost $1562.19 Unrealized +29.7%
IEFA ISHARES TR 0.1%
Value $468K Shares 12,526 Est. Cost $67.83 Unrealized
DEO DIAGEO PLC 0.1%
Value $466K Shares 5,399 Est. Cost $109.32 Unrealized
PLD PROLOGIS INC. 0.1%
Value $465K Shares 3,643 Est. Cost $117.01 Unrealized +5.8%
IJR ISHARES TR 0.1%
Value $459K Shares 11,890 Est. Cost $48.98 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $459K Shares 4,813 Est. Cost $92.48 Unrealized +6.0%
NEE NEXTERA ENERGY INC 0.1%
Value $456K Shares 5,685 Est. Cost $70.21 Unrealized +17.5%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value $454K Shares 28,214 Est. Cost $17.46 Unrealized -0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $453K Shares 2,060 Est. Cost $198.70 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value $451K Shares 9,947 Est. Cost $65.07 Unrealized
SHEL SHELL PLC 0.1%
Value $451K Shares 6,138 Est. Cost $72.26 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value $450K Shares 8,989 Est. Cost $53.28 Unrealized +0.8%
FAST FASTENAL CO 0.1%
Value $446K Shares 11,109 Est. Cost $36.22 Unrealized +16.0%
ABT ABBOTT LABS 0.1%
Value $440K Shares 3,514 Est. Cost $103.50 Unrealized +23.0%
SYY SYSCO CORP 0.1%
Value $436K Shares 5,921 Est. Cost $72.27 Unrealized +4.5%
DECM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $434K Shares 13,210 Est. Cost $30.57 Unrealized
ISTB ISHARES TR 0.1%
Value $432K Shares 8,867 Est. Cost $47.37 Unrealized
TMUS T-MOBILE US INC 0.1%
Value $429K Shares 2,115 Est. Cost $161.97 Unrealized +30.5%
SPIB SPDR SERIES TRUST 0.1%
Value $426K Shares 12,614 Est. Cost $32.76 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value $423K Shares 1,087 Est. Cost $426.32 Unrealized -3.0%
AGG ISHARES TR 0.1%
Value $420K Shares 4,202 Est. Cost $98.64 Unrealized
BRO BROWN & BROWN INC 0.1%
Value $415K Shares 5,202 Est. Cost $85.91 Unrealized -3.0%
DFNM DIMENSIONAL ETF TRUST 0.1%
Value $414K Shares 8,586 Est. Cost $47.45 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value $413K Shares 2,744 Est. Cost $185.51 Unrealized -20.7%
AMP AMERIPRISE FINL INC 0.1%
Value $412K Shares 839 Est. Cost $419.79 Unrealized +12.9%
HEI/A HEICO CORP NEW 0.1%
Value $409K Shares 1,621 Est. Cost $168.59 Unrealized +46.5%
WM WASTE MGMT INC DEL 0.1%
Value $409K Shares 1,860 Est. Cost $171.11 Unrealized +24.2%
PULS PGIM ETF TR 0.1%
Value $402K Shares 8,110 Est. Cost $49.70 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value $402K Shares 3,320 Est. Cost $98.33 Unrealized
JHMB JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $401K Shares 18,113 Est. Cost $21.52 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value $397K Shares 2,289 Est. Cost $161.93 Unrealized +12.4%
AGNC AGNC INVT CORP 0.1%
Value $394K Shares 36,790 Est. Cost $9.55 Unrealized
NEM NEWMONT CORP 0.1%
Value $394K Shares 3,947 Est. Cost $43.26 Unrealized +108.5%
SHY ISHARES TR 0.1%
Value $393K Shares 4,745 Est. Cost $81.65 Unrealized
CME CME GROUP INC 0.1%
Value $390K Shares 1,428 Est. Cost $270.05 Unrealized +0.3%
SCHG SCHWAB STRATEGIC TR 0.1%
Value $389K Shares 11,926 Est. Cost $29.74 Unrealized
WRB BERKLEY W R CORP 0.1%
Value $386K Shares 5,503 Est. Cost $57.87 Unrealized +25.7%
VO VANGUARD INDEX FDS 0.1%
Value $385K Shares 7,035 Est. Cost $197.62 Unrealized
ENB ENBRIDGE INC 0.1%
Value $384K Shares 8,039 Est. Cost $33.01 Unrealized +42.7%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.1%
Value $384K Shares 4,237 Est. Cost $70.87 Unrealized +26.5%
CRM SALESFORCE INC 0.1%
Value $382K Shares 1,443 Est. Cost $261.77 Unrealized -5.2%
RKLB ROCKET LAB CORP 0.1%
Value $382K Shares 5,477 Est. Cost $27.51 Unrealized +108.4%
APO APOLLO GLOBAL MGMT INC 0.1%
Value $381K Shares 2,630 Est. Cost $110.88 Unrealized +19.6%
PAYX PAYCHEX INC 0.1%
Value $377K Shares 3,356 Est. Cost $117.89 Unrealized -1.1%
IWM ISHARES TR 0.1%
Value $376K Shares 1,526 Est. Cost $211.83 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value $371K Shares 6,800 Est. Cost $48.25 Unrealized +13.5%
ROP ROPER TECHNOLOGIES INC 0.1%
Value $369K Shares 829 Est. Cost $536.27 Unrealized -13.8%
DNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value $368K Shares 7,539 Est. Cost $43.10 Unrealized
GL GLOBE LIFE INC 0.1%
Value $367K Shares 2,623 Est. Cost $94.86 Unrealized +42.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value $366K Shares 4,074 Est. Cost $106.00 Unrealized -10.8%
PAAA PGIM ETF TR 0.1%
Value $364K Shares 7,095 Est. Cost $51.31 Unrealized
BUFY FIRST TR EXCHNG TRADED FD VI 0.1%
Value $363K Shares 16,321 Est. Cost $21.84 Unrealized
SRE SEMPRA 0.1%
Value $363K Shares 4,107 Est. Cost $70.38 Unrealized +28.6%
QUAL ISHARES TR 0.1%
Value $361K Shares 1,819 Est. Cost $176.92 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $360K Shares 4,542 Est. Cost $58.69 Unrealized +34.0%
BF/B BROWN FORMAN CORP 0.1%
Value $360K Shares 13,829 Est. Cost $31.40 Unrealized -10.9%
SF STIFEL FINL CORP 0.1%
Value $360K Shares 2,877 Est. Cost $78.72 Unrealized +51.9%
HLN HALEON PLC 0.1%
Value $357K Shares 35,339 Est. Cost $8.56 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $354K Shares 14,471 Est. Cost $29.69 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $354K Shares 1,376 Est. Cost $264.83 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value $353K Shares 3,431 Est. Cost $141.72 Unrealized -14.8%
DSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value $346K Shares 7,700 Est. Cost $44.20 Unrealized
SE SEA LTD 0.1%
Value $345K Shares 2,705 Est. Cost $94.28 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $344K Shares 1,870 Est. Cost $173.76 Unrealized +16.1%
BKNG BOOKING HOLDINGS INC 0.1%
Value $343K Shares 64 Est. Cost $3720.96 Unrealized +38.1%
BKDV BNY MELLON ETF TRUST II 0.1%
Value $342K Shares 11,773 Est. Cost $29.02 Unrealized
STE STERIS PLC 0.1%
Value $338K Shares 1,333 Est. Cost $233.31 Unrealized +7.6%
CHE CHEMED CORP NEW 0.1%
Value $338K Shares 790 Est. Cost $566.46 Unrealized -23.2%
SCI SERVICE CORP INTL 0.1%
Value $333K Shares 4,274 Est. Cost $70.96 Unrealized +12.7%
PSX PHILLIPS 66 0.1%
Value $332K Shares 2,573 Est. Cost $136.66 Unrealized -1.9%
VTEB VANGUARD MUN BD FDS 0.1%
Value $328K Shares 6,523 Est. Cost $50.12 Unrealized
SAP SAP SE 0.1%
Value $328K Shares 1,349 Est. Cost $211.91 Unrealized
HMC HONDA MOTOR LTD 0.1%
Value $327K Shares 11,082 Est. Cost $31.40 Unrealized
IJH ISHARES TR 0.1%
Value $326K Shares 4,933 Est. Cost $63.09 Unrealized
FEBM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $323K Shares 10,643 Est. Cost $29.30 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.1%
Value $323K Shares 7,579 Est. Cost $42.37 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value $321K Shares 1,236 Est. Cost $284.74 Unrealized -2.6%
WEC WEC ENERGY GROUP INC 0.1%
Value $320K Shares 3,038 Est. Cost $89.94 Unrealized +22.6%
MS MORGAN STANLEY 0.1%
Value $320K Shares 1,804 Est. Cost $123.45 Unrealized +34.8%
TGT TARGET CORP 0.1%
Value $316K Shares 3,230 Est. Cost $116.00 Unrealized -21.0%
STT STATE STR CORP 0.1%
Value $315K Shares 2,441 Est. Cost $70.53 Unrealized +68.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value $312K Shares 962 Est. Cost $310.03 Unrealized +7.8%
SCHH SCHWAB STRATEGIC TR 0.1%
Value $310K Shares 14,845 Est. Cost $20.09 Unrealized
JMBS JANUS DETROIT STR TR 0.1%
Value $307K Shares 6,724 Est. Cost $44.88 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $307K Shares 629 Est. Cost $479.65 Unrealized
PPG PPG INDS INC 0.1%
Value $306K Shares 2,987 Est. Cost $126.79 Unrealized -21.0%
VMC VULCAN MATLS CO 0.1%
Value $304K Shares 1,066 Est. Cost $254.68 Unrealized +15.1%
CARY ANGEL OAK FUNDS TRUST 0.1%
Value $304K Shares 14,594 Est. Cost $20.80 Unrealized
MET METLIFE INC 0.1%
Value $301K Shares 3,810 Est. Cost $71.54 Unrealized +10.3%
ZAPR INNOVATOR ETFS TRUST 0.1%
Value $300K Shares 11,648 Est. Cost $25.05 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value $298K Shares 1,632 Est. Cost $162.46 Unrealized +2.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $295K Shares 1,679 Est. Cost $179.74 Unrealized +0.3%
AVB AVALONBAY CMNTYS INC 0.1%
Value $295K Shares 1,626 Est. Cost $185.64 Unrealized -3.2%
VNLA JANUS DETROIT STR TR 0.1%
Value $292K Shares 5,950 Est. Cost $48.54 Unrealized
BUFS FIRST TR EXCHNG TRADED FD VI 0.1%
Value $291K Shares 12,721 Est. Cost $22.54 Unrealized
BN BROOKFIELD CORP 0.1%
Value $290K Shares 6,325 Est. Cost $34.57 Unrealized +31.7%
BAX BAXTER INTL INC 0.1%
Value $290K Shares 15,150 Est. Cost $31.89 Unrealized -37.3%
DFIP DIMENSIONAL ETF TRUST 0.1%
Value $286K Shares 6,893 Est. Cost $41.83 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $283K Shares 3,366 Est. Cost $84.87 Unrealized -1.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value $282K Shares 1,460 Est. Cost $203.63 Unrealized -5.4%
TEL TE CONNECTIVITY PLC 0.1%
Value $281K Shares 1,235 Est. Cost $150.92 Unrealized +53.2%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $278K Shares 4,244 Est. Cost $55.76 Unrealized
ZNOV INNOVATOR ETFS TRUST 0.1%
Value $277K Shares 10,392 Est. Cost $26.67 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $276K Shares 5,136 Est. Cost $65.15 Unrealized -12.4%
ZTS ZOETIS INC 0.1%
Value $275K Shares 2,188 Est. Cost $130.26 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value $272K Shares 2,322 Est. Cost $107.78 Unrealized +12.8%
MUB ISHARES TR 0.1%
Value $271K Shares 2,534 Est. Cost $104.69 Unrealized
BURL BURLINGTON STORES INC 0.1%
Value $269K Shares 930 Est. Cost $209.80 Unrealized +29.3%
DFSD DIMENSIONAL ETF TRUST 0.1%
Value $268K Shares 5,592 Est. Cost $48.02 Unrealized
INGR INGREDION INC 0.1%
Value $267K Shares 2,419 Est. Cost $115.48 Unrealized -2.3%
AOS SMITH A O CORP 0.1%
Value $266K Shares 3,976 Est. Cost $66.39 Unrealized +1.6%
CMCSA COMCAST CORP NEW 0.1%
Value $266K Shares 8,884 Est. Cost $37.12 Unrealized -23.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $264K Shares 464 Est. Cost $479.57 Unrealized +20.7%
SLI STANDARD LITHIUM LTD 0.1%
Value $261K Shares 58,322 Est. Cost $1.48 Unrealized +185.9%
INTC INTEL CORP 0.1%
Value $255K Shares 6,921 Est. Cost $22.65 Unrealized +66.7%
IDA IDACORP INC 0.1%
Value $254K Shares 2,010 Est. Cost $100.58 Unrealized +29.3%
MOAT VANECK ETF TRUST 0.1%
Value $252K Shares 2,435 Est. Cost $86.92 Unrealized
ABNB AIRBNB INC 0.1%
Value $251K Shares 1,849 Est. Cost $129.37 Unrealized -3.7%
DDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value $249K Shares 5,512 Est. Cost $42.06 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $247K Shares 4,859 Est. Cost $43.31 Unrealized 0.0%
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value $244K Shares 5,137 Est. Cost $41.41 Unrealized
KHPI MANAGED PORTFOLIO SERIES 0.1%
Value $244K Shares 9,521 Est. Cost $24.03 Unrealized
AEM AGNICO EAGLE MINES LTD 0.1%
Value $239K Shares 1,412 Est. Cost $167.85 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value $237K Shares 309 Est. Cost $771.83 Unrealized +1.2%
CDW CDW CORP 0.1%
Value $234K Shares 1,721 Est. Cost $174.43 Unrealized -15.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $233K Shares 6,310 Est. Cost $36.17 Unrealized 0.0%
DOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $230K Shares 5,201 Est. Cost $44.29 Unrealized
IAU ISHARES GOLD TR 0.0%
Value $230K Shares 2,837 Est. Cost $58.96 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $230K Shares 3,603 Est. Cost $87.39 Unrealized -29.8%
LFUS LITTELFUSE INC 0.0%
Value $228K Shares 903 Est. Cost $197.22 Unrealized +29.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value $228K Shares 2,789 Est. Cost $72.04 Unrealized +25.0%
BOND PIMCO ETF TR 0.0%
Value $223K Shares 2,392 Est. Cost $91.07 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $222K Shares 2,376 Est. Cost $100.76 Unrealized -10.7%
NVO NOVO-NORDISK A S 0.0%
Value $222K Shares 4,363 Est. Cost $124.57 Unrealized
TMSL T ROWE PRICE ETF INC 0.0%
Value $222K Shares 6,172 Est. Cost $35.17 Unrealized
NPO ENPRO INC 0.0%
Value $221K Shares 1,033 Est. Cost $170.96 Unrealized +29.4%
CMI CUMMINS INC 0.0%
Value $220K Shares 432 Est. Cost $466.32 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value $220K Shares 2,003 Est. Cost $80.22 Unrealized +50.3%
MC MOELIS & CO 0.0%
Value $218K Shares 3,173 Est. Cost $54.26 Unrealized +21.3%
DBMF LITMAN GREGORY FDS TR 0.0%
Value $216K Shares 7,706 Est. Cost $28.06 Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value $213K Shares 5,025 Est. Cost $35.36 Unrealized +15.6%
SYK STRYKER CORPORATION 0.0%
Value $213K Shares 605 Est. Cost $338.77 Unrealized +7.3%
CACI CACI INTL INC 0.0%
Value $212K Shares 397 Est. Cost $443.01 Unrealized +27.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $211K Shares 2,643 Est. Cost $79.42 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value $210K Shares 1,660 Est. Cost $126.71 Unrealized -1.5%
SHOP SHOPIFY INC 0.0%
Value $209K Shares 1,296 Est. Cost $160.56 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value $208K Shares 1,024 Est. Cost $193.39 Unrealized 0.0%
HYG ISHARES TR 0.0%
Value $208K Shares 2,574 Est. Cost $81.18 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value $208K Shares 5,879 Est. Cost $33.19 Unrealized +2.0%
WSO WATSCO INC 0.0%
Value $207K Shares 614 Est. Cost $357.07 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $204K Shares 2,656 Est. Cost $49.54 Unrealized +44.6%
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $203K Shares 5,240 Est. Cost $38.74 Unrealized
GE GE AEROSPACE 0.0%
Value $203K Shares 657 Est. Cost $300.80 Unrealized 0.0%
ENS ENERSYS 0.0%
Value $202K Shares 1,378 Est. Cost $133.36 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value $201K Shares 3,553 Est. Cost $56.61 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value $181K Shares 28,800 Est. Cost $6.36 Unrealized
PCG PG&E CORP 0.0%
Value $170K Shares 10,591 Est. Cost $15.92 Unrealized 0.0%
PR PERMIAN RESOURCES CORP 0.0%
Value $168K Shares 11,944 Est. Cost $14.67 Unrealized -8.5%
WEST WESTROCK COFFEE CO 0.0%
Value $136K Shares 33,453 Est. Cost $8.82 Unrealized -50.3%
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value $97,740 Shares 34,783 Est. Cost $3.11 Unrealized +4.1%
MSOX ADVISORSHARES TR 0.0%
Value $78,758 Shares 17,580 Est. Cost $4.48 Unrealized
LAR LITHIUM ARGENTINA AG 0.0%
Value $62,937 Shares 11,279 Est. Cost $3.02 Unrealized +57.1%
EVGO EVGO INC 0.0%
Value $42,195 Shares 14,500 Est. Cost $2.48 Unrealized +46.7%
EXAS EXACT SCIENCES CORP 0.0%
Value $41,837 Shares 41,837 Est. Cost $80.31 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value $19,700 Shares 10,000 Est. Cost $2.61 Unrealized 0.0%