Palumbo Wealth Management LLC Diversified Active

Location: Great Neck, NY

CIK: 0001846310 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $410M (100.0% shares, 0.0% debt)

Holdings (221)

SPY STATE STR SPDR S&P 500 ETF T 7.7%
Value $31.46M Shares 48,380 Est. Cost $472.09 Unrealized
GOOGL ALPHABET INC 5.2%
Value $21.36M Shares 74,283 Est. Cost $219.63 Unrealized +47.2%
GLD SPDR GOLD TR 4.5%
Value $18.53M Shares 43,064 Est. Cost $176.42 Unrealized
AAPL APPLE INC 4.3%
Value $17.58M Shares 69,259 Est. Cost $166.08 Unrealized +58.2%
AMZN AMAZON COM INC 4.2%
Value $17.02M Shares 81,716 Est. Cost $183.46 Unrealized +23.6%
JPST J P MORGAN EXCHANGE TRADED F 4.0%
Value $16.32M Shares 322,375 Est. Cost $50.59 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 3.4%
Value $14.06M Shares 485,513 Est. Cost $24.27 Unrealized
NVDA NVIDIA CORPORATION 2.8%
Value $11.44M Shares 65,618 Est. Cost $125.59 Unrealized +48.6%
JPM JPMORGAN CHASE & CO 2.2%
Value $9.038M Shares 30,726 Est. Cost $240.25 Unrealized +29.6%
MSFT MICROSOFT CORP 2.1%
Value $8.669M Shares 23,418 Est. Cost $305.14 Unrealized +42.4%
WM WASTE MGMT INC DEL 2.1%
Value $8.569M Shares 37,289 Est. Cost $158.75 Unrealized +42.4%
PHYS SPROTT ASSET MANAGEMENT LP 1.8%
Value $7.225M Shares 203,862 Est. Cost $15.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value $7.072M Shares 14,758 Est. Cost $429.03 Unrealized +15.0%
COST COSTCO WHOLESALE CORPORATION 1.7%
Value $6.881M Shares 6,905 Est. Cost $597.35 Unrealized +61.3%
IJR ISHARES TR 1.6%
Value $6.636M Shares 53,380 Est. Cost $120.18 Unrealized
QQQ INVESCO QQQ TR 1.5%
Value $6.278M Shares 10,876 Est. Cost $346.45 Unrealized
MINT PIMCO ETF TR 1.5%
Value $6.007M Shares 59,726 Est. Cost $100.65 Unrealized
SHY ISHARES TR 1.4%
Value $5.798M Shares 70,215 Est. Cost $76.04 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 1.4%
Value $5.773M Shares 90,331 Est. Cost $66.25 Unrealized
ETR ENTERGY CORP NEW 1.4%
Value $5.729M Shares 50,990 Est. Cost $62.57 Unrealized +55.6%
BW BABCOCK & WILCOX ENTERPRISES 1.3%
Value $5.367M Shares 365,331 Est. Cost $3.80 Unrealized +134.0%
JNJ JOHNSON & JOHNSON 1.2%
Value $4.961M Shares 20,295 Est. Cost $154.85 Unrealized +47.2%
V VISA INC 1.2%
Value $4.908M Shares 16,240 Est. Cost $252.73 Unrealized +30.2%
IBIT ISHARES BITCOIN TRUST ETF 1.2%
Value $4.844M Shares 126,068 Est. Cost $47.93 Unrealized
DGX QUEST DIAGNOSTICS INC 1.2%
Value $4.763M Shares 24,302 Est. Cost $136.08 Unrealized +40.0%
MRVL MARVELL TECHNOLOGY INC 0.9%
Value $3.73M Shares 37,662 Est. Cost $73.68 Unrealized +10.0%
GOOG ALPHABET INC 0.9%
Value $3.633M Shares 12,665 Est. Cost $286.33 Unrealized +13.0%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value $3.305M Shares 16,244 Est. Cost $131.12 Unrealized +69.1%
MCD MCDONALDS CORP 0.7%
Value $3.047M Shares 9,805 Est. Cost $247.96 Unrealized +27.9%
META META PLATFORMS INC 0.7%
Value $3.041M Shares 5,315 Est. Cost $539.53 Unrealized +21.5%
BE BLOOM ENERGY CORP 0.7%
Value $2.947M Shares 21,748 Est. Cost $29.55 Unrealized +389.5%
NKE NIKE INC 0.7%
Value $2.834M Shares 53,655 Est. Cost $78.51 Unrealized -18.5%
NPCE NEUROPACE INC 0.7%
Value $2.768M Shares 210,469 Est. Cost $11.97 Unrealized +31.6%
XHB SPDR SERIES TRUST 0.7%
Value $2.733M Shares 27,687 Est. Cost $102.96 Unrealized
CRM SALESFORCE INC 0.7%
Value $2.689M Shares 14,406 Est. Cost $250.44 Unrealized -13.8%
UBER UBER TECHNOLOGIES INC 0.6%
Value $2.571M Shares 35,737 Est. Cost $79.10 Unrealized -0.5%
WSM WILLIAMS SONOMA INC 0.6%
Value $2.494M Shares 13,676 Est. Cost $190.04 Unrealized +9.4%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value $2.456M Shares 10,132 Est. Cost $142.86 Unrealized +98.7%
ITW ILLINOIS TOOL WKS INC 0.6%
Value $2.455M Shares 9,433 Est. Cost $238.68 Unrealized +14.5%
BAC BANK AMERICA CORP 0.6%
Value $2.423M Shares 49,707 Est. Cost $32.55 Unrealized +64.9%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $2.277M Shares 4,632 Est. Cost $530.05 Unrealized +8.4%
TSCO TRACTOR SUPPLY CO 0.5%
Value $2.052M Shares 45,306 Est. Cost $53.53 Unrealized -1.5%
OEF ISHARES TR 0.5%
Value $2.039M Shares 6,412 Est. Cost $342.97 Unrealized
MSCI MSCI INC 0.5%
Value $1.944M Shares 3,607 Est. Cost $522.82 Unrealized +8.9%
AAP ADVANCE AUTO PARTS INC 0.5%
Value $1.909M Shares 36,194 Est. Cost $49.80 Unrealized -1.4%
CAT CATERPILLAR INC 0.5%
Value $1.891M Shares 2,669 Est. Cost $172.17 Unrealized +297.5%
MSTB ETF SER SOLUTIONS 0.4%
Value $1.765M Shares 46,077 Est. Cost $39.92 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value $1.683M Shares 11,481 Est. Cost $154.81 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value $1.588M Shares 4,068 Est. Cost $346.10 Unrealized +24.6%
OXY OCCIDENTAL PETE CORP 0.4%
Value $1.568M Shares 24,125 Est. Cost $55.61 Unrealized -18.3%
AMAT APPLIED MATLS INC 0.4%
Value $1.514M Shares 4,430 Est. Cost $164.66 Unrealized +98.3%
PDBC INVESCO ACTVELY MNGD ETC FD 0.4%
Value $1.497M Shares 86,451 Est. Cost $16.00 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $1.466M Shares 23,362 Est. Cost $103.56 Unrealized -17.1%
BFLY BUTTERFLY NETWORK INC 0.4%
Value $1.456M Shares 360,328 Est. Cost $2.54 Unrealized +50.1%
PG PROCTER & GAMBLE CO 0.3%
Value $1.368M Shares 9,474 Est. Cost $133.55 Unrealized +13.6%
JMOM J P MORGAN EXCHANGE TRADED F 0.3%
Value $1.355M Shares 19,949 Est. Cost $68.15 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value $1.323M Shares 6,670 Est. Cost $310.96 Unrealized -18.6%
URA GLOBAL X FDS 0.3%
Value $1.285M Shares 26,537 Est. Cost $47.29 Unrealized
EFA ISHARES TR 0.3%
Value $1.236M Shares 12,720 Est. Cost $96.03 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $1.191M Shares 6,208 Est. Cost $191.93 Unrealized
ETN EATON CORP PLC 0.3%
Value $1.169M Shares 3,267 Est. Cost $136.13 Unrealized +159.8%
APH AMPHENOL CORP 0.3%
Value $1.162M Shares 9,197 Est. Cost $47.94 Unrealized +205.4%
PALC PACER FDS TR 0.3%
Value $1.144M Shares 22,086 Est. Cost $52.24 Unrealized
JOET VIRTUS ETF TR II 0.3%
Value $1.12M Shares 27,976 Est. Cost $27.47 Unrealized
NOW SERVICENOW INC 0.3%
Value $1.053M Shares 10,075 Est. Cost $168.85 Unrealized -28.2%
VOO VANGUARD INDEX FDS 0.3%
Value $1.045M Shares 1,748 Est. Cost $627.05 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value $1.045M Shares 2,456 Est. Cost $342.35 Unrealized +41.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value $1.027M Shares 1,700 Est. Cost $454.85 Unrealized +32.1%
TSLA TESLA INC 0.2%
Value $1.012M Shares 2,721 Est. Cost $360.78 Unrealized +18.1%
LLY ELI LILLY & CO 0.2%
Value $1.011M Shares 1,099 Est. Cost $811.79 Unrealized +29.0%
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value $993K Shares 3,266 Est. Cost $223.65 Unrealized +36.4%
WCN WASTE CONNECTIONS INC 0.2%
Value $984K Shares 6,075 Est. Cost $187.29 Unrealized -10.6%
AVGO BROADCOM INC 0.2%
Value $973K Shares 3,143 Est. Cost $259.77 Unrealized +28.6%
NET CLOUDFLARE INC 0.2%
Value $951K Shares 4,609 Est. Cost $118.91 Unrealized +53.4%
IYW ISHARES TR 0.2%
Value $943K Shares 5,200 Est. Cost $199.68 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $931K Shares 5,489 Est. Cost $79.29 Unrealized +75.0%
WMT WALMART INC 0.2%
Value $918K Shares 7,390 Est. Cost $71.24 Unrealized +71.3%
PMAY INNOVATOR ETFS TRUST 0.2%
Value $915K Shares 22,880 Est. Cost $39.67 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value $870K Shares 3,522 Est. Cost $129.33 Unrealized +47.0%
DNTH DIANTHUS THERAPEUTICS INC 0.2%
Value $869K Shares 10,360 Est. Cost $32.90 Unrealized +44.6%
SNDX SYNDAX PHARMACEUTICALS INC 0.2%
Value $869K Shares 37,183 Est. Cost $17.45 Unrealized +19.0%
CVX CHEVRON CORPORATION 0.2%
Value $829K Shares 4,005 Est. Cost $116.81 Unrealized +47.1%
BALT INNOVATOR ETFS TRUST 0.2%
Value $786K Shares 23,478 Est. Cost $27.44 Unrealized
RECS COLUMBIA ETF TR I 0.2%
Value $784K Shares 20,104 Est. Cost $38.25 Unrealized
IDYA IDEAYA BIOSCIENCES INC 0.2%
Value $763K Shares 22,888 Est. Cost $29.55 Unrealized +14.6%
DSGN DESIGN THERAPEUTICS INC 0.2%
Value $760K Shares 71,408 Est. Cost $5.25 Unrealized +90.2%
HON HONEYWELL INTL INC 0.2%
Value $751K Shares 3,325 Est. Cost $183.96 Unrealized +22.8%
NVAX NOVAVAX INC 0.2%
Value $750K Shares 92,111 Est. Cost $8.64 Unrealized 0.0%
NKTR NEKTAR THERAPEUTICS 0.2%
Value $732K Shares 10,173 Est. Cost $13.23 Unrealized +265.4%
XMTR XOMETRY INC 0.2%
Value $727K Shares 17,800 Est. Cost $29.18 Unrealized +107.7%
DFTX DEFINIUM THERAPEUTICS INC 0.2%
Value $718K Shares 37,966 Est. Cost $16.29 Unrealized 0.0%
IMNM IMMUNOME INC 0.2%
Value $701K Shares 32,051 Est. Cost $12.55 Unrealized +83.8%
VTI VANGUARD INDEX FDS 0.2%
Value $697K Shares 2,173 Est. Cost $335.34 Unrealized
EVMN EVOMMUNE INC 0.2%
Value $688K Shares 29,931 Est. Cost $21.99 Unrealized 0.0%
SSO PROSHARES TR 0.2%
Value $687K Shares 13,240 Est. Cost $57.92 Unrealized
MTUM ISHARES TR 0.2%
Value $685K Shares 2,852 Est. Cost $250.31 Unrealized
MLPX GLOBAL X FDS 0.2%
Value $672K Shares 9,082 Est. Cost $44.62 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 0.2%
Value $666K Shares 80,264 Est. Cost $9.51 Unrealized +22.3%
TSHA TAYSHA GENE THERAPIES INC 0.2%
Value $656K Shares 146,709 Est. Cost $3.07 Unrealized +55.2%
NEE NEXTERA ENERGY INC 0.2%
Value $655K Shares 7,049 Est. Cost $68.25 Unrealized +27.7%
HD HOME DEPOT INC 0.2%
Value $651K Shares 1,979 Est. Cost $263.67 Unrealized +43.0%
JOBY JOBY AVIATION INC 0.2%
Value $642K Shares 77,710 Est. Cost $12.38 Unrealized 0.0%
PTGX PROTAGONIST THERAPEUTICS INC 0.2%
Value $641K Shares 6,083 Est. Cost $53.72 Unrealized +55.0%
ABT ABBOTT LABORATORIES 0.2%
Value $636K Shares 6,198 Est. Cost $101.76 Unrealized +13.4%
CDNA CAREDX INC 0.2%
Value $632K Shares 36,410 Est. Cost $14.73 Unrealized +33.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value $606K Shares 9,898 Est. Cost $44.71 Unrealized
MRK MERCK & CO INC 0.1%
Value $585K Shares 4,860 Est. Cost $72.39 Unrealized +57.9%
KOD KODIAK SCIENCES INC 0.1%
Value $583K Shares 15,304 Est. Cost $25.42 Unrealized 0.0%
PHVS PHARVARIS N V 0.1%
Value $582K Shares 20,608 Est. Cost $20.68 Unrealized +29.3%
ACHR ARCHER AVIATION INC 0.1%
Value $579K Shares 112,080 Est. Cost $7.49 Unrealized +3.9%
AXP AMERICAN EXPRESS CO 0.1%
Value $579K Shares 1,915 Est. Cost $356.88 Unrealized -0.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $579K Shares 15,306 Est. Cost $26.35 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $576K Shares 5,288 Est. Cost $119.40 Unrealized
ANIK ANIKA THERAPEUTICS INC 0.1%
Value $572K Shares 39,426 Est. Cost $9.88 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value $569K Shares 5,734 Est. Cost $99.88 Unrealized
ASMB ASSEMBLY BIOSCIENCES INC 0.1%
Value $545K Shares 19,643 Est. Cost $19.12 Unrealized +49.1%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value $545K Shares 925 Est. Cost $661.01 Unrealized 0.0%
XFOR X4 PHARMACEUTICALS INC 0.1%
Value $541K Shares 131,014 Est. Cost $2.87 Unrealized +26.9%
LIN LINDE PLC 0.1%
Value $535K Shares 1,079 Est. Cost $377.84 Unrealized +21.7%
MNDY MONDAY COM LTD 0.1%
Value $535K Shares 7,738 Est. Cost $226.79 Unrealized -51.8%
BEAM BEAM THERAPEUTICS INC 0.1%
Value $533K Shares 22,348 Est. Cost $25.51 Unrealized +14.4%
RTX RTX CORPORATION 0.1%
Value $530K Shares 2,749 Est. Cost $99.47 Unrealized +97.7%
GEV GE VERNOVA INC 0.1%
Value $525K Shares 602 Est. Cost $634.53 Unrealized +16.1%
AMGN AMGEN INC 0.1%
Value $523K Shares 1,486 Est. Cost $234.06 Unrealized +49.4%
CI THE CIGNA GROUP 0.1%
Value $505K Shares 1,894 Est. Cost $190.52 Unrealized +47.3%
SNOW SNOWFLAKE INC 0.1%
Value $504K Shares 3,343 Est. Cost $166.04 Unrealized +17.1%
IMMX IMMIX BIOPHARMA INC 0.1%
Value $503K Shares 55,232 Est. Cost $6.19 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value $472K Shares 6,206 Est. Cost $59.67 Unrealized +25.3%
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value $466K Shares 5,762 Est. Cost $50.41 Unrealized +61.8%
OFIX ORTHOFIX MED INC 0.1%
Value $463K Shares 40,373 Est. Cost $13.13 Unrealized +5.4%
MIRM MIRUM PHARMACEUTICALS INC 0.1%
Value $461K Shares 4,986 Est. Cost $51.12 Unrealized +88.9%
ETHA ISHARES ETHEREUM TR 0.1%
Value $458K Shares 28,945 Est. Cost $15.83 Unrealized
COWG PACER FDS TR 0.1%
Value $458K Shares 13,573 Est. Cost $35.21 Unrealized
GE GE AEROSPACE 0.1%
Value $451K Shares 1,591 Est. Cost $228.63 Unrealized +39.2%
SIBN SI BONE INC 0.1%
Value $449K Shares 35,532 Est. Cost $16.97 Unrealized -0.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $444K Shares 2,064 Est. Cost $142.58 Unrealized
NFLX NETFLIX INC. 0.1%
Value $444K Shares 4,617 Est. Cost $104.60 Unrealized -19.9%
GM GENERAL MTRS CO 0.1%
Value $440K Shares 5,908 Est. Cost $52.08 Unrealized +57.9%
NUVB NUVATION BIO INC 0.1%
Value $433K Shares 100,963 Est. Cost $3.13 Unrealized +97.7%
BX BLACKSTONE INC 0.1%
Value $430K Shares 3,737 Est. Cost $151.46 Unrealized -7.0%
BLK BLACKROCK INC 0.1%
Value $429K Shares 446 Est. Cost $1096.43 Unrealized +0.1%
WDAY WORKDAY INC 0.1%
Value $421K Shares 3,243 Est. Cost $244.21 Unrealized -29.3%
SO SOUTHERN CO 0.1%
Value $420K Shares 4,350 Est. Cost $59.45 Unrealized +50.6%
XLP SELECT SECTOR SPDR TR 0.1%
Value $416K Shares 5,078 Est. Cost $77.68 Unrealized
NTNX NUTANIX INC 0.1%
Value $416K Shares 10,945 Est. Cost $63.82 Unrealized -31.6%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $408K Shares 4,419 Est. Cost $89.89 Unrealized +5.7%
EEM ISHARES TR 0.1%
Value $390K Shares 6,869 Est. Cost $54.71 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value $379K Shares 2,193 Est. Cost $181.49 Unrealized -3.7%
T AT&T INC 0.1%
Value $375K Shares 12,926 Est. Cost $16.94 Unrealized +52.0%
OCS OCULIS HOLDING AG 0.1%
Value $365K Shares 13,711 Est. Cost $26.48 Unrealized 0.0%
SYM SYMBOTIC INC 0.1%
Value $364K Shares 6,846 Est. Cost $53.59 Unrealized +13.2%
ED CONSOLIDATED EDISON INC 0.1%
Value $364K Shares 3,214 Est. Cost $77.58 Unrealized +35.8%
MUB ISHARES TR 0.1%
Value $361K Shares 3,399 Est. Cost $107.10 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value $361K Shares 1,699 Est. Cost $114.21 Unrealized +98.2%
PRME PRIME MEDICINE INC 0.1%
Value $356K Shares 102,246 Est. Cost $2.35 Unrealized +61.8%
ROKU ROKU INC 0.1%
Value $355K Shares 3,754 Est. Cost $83.80 Unrealized +17.5%
ADBE ADOBE INC 0.1%
Value $350K Shares 1,441 Est. Cost $467.03 Unrealized -37.9%
PRU PRUDENTIAL FINL INC 0.1%
Value $350K Shares 3,583 Est. Cost $73.10 Unrealized +46.9%
TWLO TWILIO INC 0.1%
Value $331K Shares 2,633 Est. Cost $110.49 Unrealized +10.3%
HRTX HERON THERAPEUTICS INC 0.1%
Value $330K Shares 412,496 Est. Cost $1.56 Unrealized -16.3%
PAYX PAYCHEX INC 0.1%
Value $327K Shares 3,548 Est. Cost $88.28 Unrealized +15.5%
BIB PROSHARES TR 0.1%
Value $326K Shares 4,000 Est. Cost $18.54 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $326K Shares 6,494 Est. Cost $40.39 Unrealized +8.5%
QCOM QUALCOMM INC 0.1%
Value $318K Shares 2,472 Est. Cost $138.84 Unrealized +10.8%
YUM YUM BRANDS INC 0.1%
Value $311K Shares 2,003 Est. Cost $95.00 Unrealized +65.6%
GLW CORNING INC 0.1%
Value $308K Shares 2,265 Est. Cost $111.68 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value $308K Shares 1,926 Est. Cost $148.18 Unrealized +4.1%
MDB MONGODB INC 0.1%
Value $305K Shares 1,248 Est. Cost $288.48 Unrealized +30.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $301K Shares 355 Est. Cost $835.19 Unrealized +11.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value $301K Shares 6,551 Est. Cost $42.69 Unrealized
DDOG DATADOG INC 0.1%
Value $299K Shares 2,536 Est. Cost $119.41 Unrealized +3.8%
CRNX CRINETICS PHARMACEUTICALS IN 0.1%
Value $297K Shares 8,173 Est. Cost $45.88 Unrealized +7.3%
QS QUANTUMSCAPE CORP 0.1%
Value $296K Shares 46,428 Est. Cost $6.82 Unrealized +35.5%
PLD PROLOGIS INC. 0.1%
Value $292K Shares 2,207 Est. Cost $109.14 Unrealized +18.2%
SBUX STARBUCKS CORP 0.1%
Value $291K Shares 3,251 Est. Cost $90.79 Unrealized +3.1%
SMH VANECK ETF TRUST 0.1%
Value $291K Shares 759 Est. Cost $359.93 Unrealized
CSCO CISCO SYS INC 0.1%
Value $290K Shares 3,739 Est. Cost $73.79 Unrealized +5.6%
FDX FEDEX CORP 0.1%
Value $288K Shares 810 Est. Cost $261.56 Unrealized +29.6%
NEM NEWMONT CORP 0.1%
Value $287K Shares 2,651 Est. Cost $90.61 Unrealized +30.4%
GFL GFL ENVIRONMENTAL INC 0.1%
Value $281K Shares 6,765 Est. Cost $49.08 Unrealized -12.6%
ZS ZSCALER INC 0.1%
Value $280K Shares 1,996 Est. Cost $215.30 Unrealized -10.2%
GTLB GITLAB INC 0.1%
Value $274K Shares 12,657 Est. Cost $48.59 Unrealized -32.4%
SIXG ETF SER SOLUTIONS 0.1%
Value $273K Shares 4,000 Est. Cost $8.29 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $270K Shares 2,741 Est. Cost $137.31 Unrealized -20.0%
ABBV ABBVIE INC 0.1%
Value $267K Shares 1,227 Est. Cost $227.19 Unrealized -2.0%
TXN TEXAS INSTRS INC 0.1%
Value $266K Shares 1,370 Est. Cost $180.04 Unrealized +14.6%
ESTC ELASTIC N V 0.1%
Value $261K Shares 5,222 Est. Cost $88.25 Unrealized -24.1%
ABNB AIRBNB INC 0.1%
Value $258K Shares 2,047 Est. Cost $125.42 Unrealized +3.2%
NFG NATIONAL FUEL GAS CO 0.1%
Value $258K Shares 2,741 Est. Cost $71.92 Unrealized +16.2%
OKLO OKLO INC 0.1%
Value $256K Shares 5,168 Est. Cost $58.51 Unrealized +37.3%
PATH UIPATH INC 0.1%
Value $256K Shares 23,032 Est. Cost $13.20 Unrealized +2.2%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.1%
Value $253K Shares 65,231 Est. Cost $2.19 Unrealized +0.9%
VYGR VOYAGER THERAPEUTICS INC 0.1%
Value $242K Shares 62,784 Est. Cost $3.90 Unrealized
IWF ISHARES TR 0.1%
Value $239K Shares 560 Est. Cost $426.40 Unrealized
NVS NOVARTIS AG 0.1%
Value $235K Shares 1,537 Est. Cost $138.48 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $226K Shares 669 Est. Cost $337.86 Unrealized
FIGR FIGURE TECHNOLOGY SOLUTIO 0.1%
Value $221K Shares 6,503 Est. Cost $49.37 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value $219K Shares 1,456 Est. Cost $195.38 Unrealized -16.5%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $215K Shares 1,473 Est. Cost $154.17 Unrealized 0.0%
XNCR XENCOR INC 0.1%
Value $215K Shares 17,806 Est. Cost $14.94 Unrealized -15.3%
BITB BITWISE BITCOIN ETF TR 0.1%
Value $209K Shares 5,676 Est. Cost $36.81 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value $208K Shares 3,535 Est. Cost $61.12 Unrealized 0.0%
COR CENCORA INC 0.1%
Value $208K Shares 661 Est. Cost $341.07 Unrealized +3.5%
ADI ANALOG DEVICES INC 0.1%
Value $206K Shares 648 Est. Cost $316.17 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value $206K Shares 774 Est. Cost $265.71 Unrealized +7.7%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $205K Shares 1,183 Est. Cost $186.35 Unrealized -2.7%
BTI BRITISH AMERN TOB PLC 0.0%
Value $204K Shares 3,486 Est. Cost $58.46 Unrealized
TEM TEMPUS AI INC 0.0%
Value $201K Shares 4,436 Est. Cost $61.24 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value $201K Shares 2,795 Est. Cost $67.60 Unrealized 0.0%
ORIC ORIC PHARMACEUTICALS INC 0.0%
Value $197K Shares 15,548 Est. Cost $6.71 Unrealized +60.4%
SGHT SIGHT SCIENCES INC 0.0%
Value $188K Shares 49,930 Est. Cost $6.34 Unrealized -2.2%
ACIC AMERICAN COASTAL INS CORP 0.0%
Value $187K Shares 16,647 Est. Cost $11.35 Unrealized -1.8%
ABR ARBOR REALTY TRUST INC 0.0%
Value $174K Shares 22,546 Est. Cost $12.29 Unrealized
SANA SANA BIOTECHNOLOGY INC 0.0%
Value $168K Shares 58,459 Est. Cost $2.64 Unrealized +64.0%
ORGO ORGANOGENESIS HLDGS INC 0.0%
Value $137K Shares 57,849 Est. Cost $4.55 Unrealized -12.3%
SEER SEER INC 0.0%
Value $113K Shares 67,187 Est. Cost $1.86 Unrealized +2.8%
TRAW TRAWS PHARMA INC 0.0%
Value $112K Shares 61,175 Est. Cost $1.87 Unrealized 0.0%
XERS XERIS BIOPHARMA HOLDINGS INC 0.0%
Value $103K Shares 17,788 Est. Cost $6.64 Unrealized +8.6%
AP AMPCO-PITTSBURG CORP 0.0%
Value $102K Shares 15,233 Est. Cost $6.61 Unrealized 0.0%
IMRX IMMUNEERING CORP 0.0%
Value $98,391 Shares 18,670 Est. Cost $5.47 Unrealized -6.3%
FTNY PUTNAM ETF TRUST 0.0%
Value $78,958 Shares 10,123 Est. Cost $7.85 Unrealized