Financial Freedom, LLC Diversified Active

CIK: 0001965484 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $185,578 (100.0% shares, 0.0% debt)

Holdings (353)

QQQ INVESCO QQQ TR UNIT SER 1 7.7%
Value ($000) $14,259 Shares 25,847 Est. Cost $272.40 Unrealized
VCIT VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF 7.7%
Value ($000) $14,242 Shares 171,748 Est. Cost $78.20 Unrealized
VGT VANGUARD WORLD FD INF TECH ETF 5.4%
Value ($000) $9,981 Shares 15,050 Est. Cost $321.25 Unrealized
VCR VANGUARD WORLD FD CONSUM DIS ETF 3.8%
Value ($000) $7,024 Shares 19,390 Est. Cost $222.93 Unrealized
VFH VANGUARD WORLD FD FINANCIALS ETF 3.6%
Value ($000) $6,667 Shares 52,373 Est. Cost $82.66 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 3.5%
Value ($000) $6,556 Shares 77,306 Est. Cost $87.36 Unrealized
PG PROCTER AND GAMBLE CO COM 3.5%
Value ($000) $6,543 Shares 41,068 Est. Cost $130.62 Unrealized +23.1%
IMTM ISHARES TR MSCI INTL MOMENT 3.2%
Value ($000) $5,889 Shares 128,891 Est. Cost $39.37 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.0%
Value ($000) $5,480 Shares 40,652 Est. Cost $141.03 Unrealized
IWY ISHARES TR RUS TP200 GR ETF 2.9%
Value ($000) $5,424 Shares 22,000 Est. Cost $194.59 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTR ETF 2.8%
Value ($000) $5,225 Shares 18,733 Est. Cost $229.71 Unrealized
IYW ISHARES US TECHNOLOGY ETF 2.5%
Value ($000) $4,704 Shares 27,146 Est. Cost $149.85 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.1%
Value ($000) $3,931 Shares 16,587 Est. Cost $186.48 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 1.9%
Value ($000) $3,452 Shares 65,920 Est. Cost $35.81 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.6%
Value ($000) $2,933 Shares 10,482 Est. Cost $209.16 Unrealized
VDE VANGUARD WORLD FD ENERGY ETF 1.5%
Value ($000) $2,831 Shares 23,767 Est. Cost $121.67 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.5%
Value ($000) $2,695 Shares 13,819 Est. Cost $158.80 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 1.4%
Value ($000) $2,560 Shares 25,805 Est. Cost $98.16 Unrealized
IGM ISHARES TR EXPND TEC SC ETF 1.4%
Value ($000) $2,557 Shares 22,764 Est. Cost $92.84 Unrealized
VHT VANGUARD WORLD FD HEALTH CAR ETF 1.3%
Value ($000) $2,460 Shares 9,906 Est. Cost $249.62 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.3%
Value ($000) $2,401 Shares 11,046 Est. Cost $129.53 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,320 Shares 4,663 Est. Cost $242.49 Unrealized +78.3%
MGC VANGUARD MEGA CAP INDEX FUND 1.2%
Value ($000) $2,294 Shares 10,197 Est. Cost $149.86 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $2,271 Shares 11,070 Est. Cost $140.70 Unrealized +43.1%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.1%
Value ($000) $2,110 Shares 79,080 Est. Cost $39.48 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 1.0%
Value ($000) $1,910 Shares 38,947 Est. Cost $50.47 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.9%
Value ($000) $1,738 Shares 12,531 Est. Cost $83.60 Unrealized
XSMO INVESCO EXCHANGE TRADED FD TR S&P SMLCP MOMENT 0.9%
Value ($000) $1,736 Shares 25,522 Est. Cost $66.42 Unrealized
MCD MCDONALD S CORP 0.8%
Value ($000) $1,400 Shares 4,791 Est. Cost $245.25 Unrealized +23.8%
PAVE GLOBAL X FDS US INFR DEV ETF 0.7%
Value ($000) $1,380 Shares 31,671 Est. Cost $28.83 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.7%
Value ($000) $1,359 Shares 4,473 Est. Cost $199.95 Unrealized
VFMO VANGUARD WELLINGTON FD US MOMENTUM FACTOR 0.7%
Value ($000) $1,321 Shares 7,655 Est. Cost $162.80 Unrealized
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $1,298 Shares 8,217 Est. Cost $103.57 Unrealized +21.5%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.7%
Value ($000) $1,297 Shares 13,329 Est. Cost $91.85 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.7%
Value ($000) $1,268 Shares 25,629 Est. Cost $46.91 Unrealized
ISCF ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF 0.6%
Value ($000) $1,182 Shares 30,477 Est. Cost $32.36 Unrealized
IYF ISHARES US FINANCIALS ETF 0.6%
Value ($000) $1,151 Shares 9,511 Est. Cost $95.59 Unrealized
ONEV SPDR SERIES TRUST RUSSELL LOW VOL 0.6%
Value ($000) $1,122 Shares 8,692 Est. Cost $104.81 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY 0.6%
Value ($000) $1,058 Shares 10,769 Est. Cost $98.02 Unrealized
NANR SPDR INDEX SHS FDS S&P NORTH AMER 0.6%
Value ($000) $1,032 Shares 18,213 Est. Cost $53.98 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.5%
Value ($000) $990 Shares 1,742 Est. Cost $358.17 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.5%
Value ($000) $860 Shares 4,362 Est. Cost $98.56 Unrealized
JPM JPMORGAN CHASE &CO. COM 0.5%
Value ($000) $846 Shares 2,919 Est. Cost $121.20 Unrealized +108.5%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.4%
Value ($000) $832 Shares 3,284 Est. Cost $178.95 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $817 Shares 7,583 Est. Cost $97.26 Unrealized +7.5%
XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM 0.4%
Value ($000) $817 Shares 6,351 Est. Cost $111.73 Unrealized
PPH VANECK ETF TRUST PHARMACEUTCL ETF 0.4%
Value ($000) $792 Shares 9,006 Est. Cost $91.12 Unrealized
JNJ JOHNSON &JOHNSON COM 0.4%
Value ($000) $789 Shares 5,168 Est. Cost $156.82 Unrealized -3.8%
IMCG ISHARES TR MRGSTR MD CP GRW 0.4%
Value ($000) $786 Shares 9,795 Est. Cost $55.71 Unrealized
EMGF ISHARES INC EMNG MKTS EQT 0.4%
Value ($000) $744 Shares 14,280 Est. Cost $47.52 Unrealized
SIXG ETF SER SOLUTIONS DEFIANCE CONNECT 0.4%
Value ($000) $709 Shares 13,443 Est. Cost $32.58 Unrealized
VIS VANGUARD WORLD FD INDUSTRIAL ETF 0.4%
Value ($000) $708 Shares 2,528 Est. Cost $182.67 Unrealized
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $705 Shares 2,418 Est. Cost $228.84 Unrealized +19.1%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.4%
Value ($000) $656 Shares 27,958 Est. Cost $23.84 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.4%
Value ($000) $652 Shares 6,052 Est. Cost $99.04 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 0.3%
Value ($000) $603 Shares 1,646 Est. Cost $233.89 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.3%
Value ($000) $538 Shares 7,261 Est. Cost $51.53 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.3%
Value ($000) $519 Shares 1,873 Est. Cost $200.88 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.3%
Value ($000) $517 Shares 1,819 Est. Cost $181.02 Unrealized
LLY ELI LILLY &CO COM 0.3%
Value ($000) $515 Shares 661 Est. Cost $444.57 Unrealized +74.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $515 Shares 4,928 Est. Cost $106.66 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 0.3%
Value ($000) $505 Shares 4,622 Est. Cost $96.95 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.3%
Value ($000) $494 Shares 669 Est. Cost $116.61 Unrealized +428.8%
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.3%
Value ($000) $476 Shares 3,522 Est. Cost $84.80 Unrealized
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.3%
Value ($000) $466 Shares 20,019 Est. Cost $23.74 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $459 Shares 2,091 Est. Cost $111.27 Unrealized +77.8%
QTUM ETF SER SOLUTIONS DEFIANCE QUANT 0.2%
Value ($000) $455 Shares 4,950 Est. Cost $90.59 Unrealized
VAW VANGUARD WORLD FD MATERIALS ETF 0.2%
Value ($000) $449 Shares 2,306 Est. Cost $172.03 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $419 Shares 1,914 Est. Cost $73.20 Unrealized +119.7%
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.2%
Value ($000) $418 Shares 6,996 Est. Cost $52.85 Unrealized
MAGS LISTED FD TR ROUNDHILL MAGNIF 0.2%
Value ($000) $407 Shares 7,345 Est. Cost $51.56 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.2%
Value ($000) $395 Shares 1,781 Est. Cost $188.18 Unrealized +17.2%
DTCR GLOBAL X FDS DATA CTR &DIGIT 0.2%
Value ($000) $395 Shares 21,188 Est. Cost $17.62 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $394 Shares 4,032 Est. Cost $52.58 Unrealized +80.2%
XHB SPDR SER TR S&P HOMEBUILD 0.2%
Value ($000) $394 Shares 3,992 Est. Cost $60.31 Unrealized
MBB ISHARES TR MBS ETF 0.2%
Value ($000) $391 Shares 4,159 Est. Cost $92.77 Unrealized
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS 0.2%
Value ($000) $379 Shares 3,741 Est. Cost $131.05 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.2%
Value ($000) $361 Shares 824 Est. Cost $213.11 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $348 Shares 2,809 Est. Cost $93.99 Unrealized +9.4%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $327 Shares 1,072 Est. Cost $190.20 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL ETF 0.2%
Value ($000) $310 Shares 7,093 Est. Cost $31.27 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $305 Shares 3,430 Est. Cost $82.48 Unrealized
VPU VANGUARD WORLD FD UTILITIES ETF 0.2%
Value ($000) $298 Shares 1,689 Est. Cost $153.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.2%
Value ($000) $291 Shares 600 Est. Cost $296.98 Unrealized +71.0%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $290 Shares 4,173 Est. Cost $41.91 Unrealized +44.1%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.2%
Value ($000) $288 Shares 975 Est. Cost $123.03 Unrealized +106.3%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $283 Shares 5,199 Est. Cost $44.36 Unrealized
IVOG VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 0.2%
Value ($000) $282 Shares 2,499 Est. Cost $114.71 Unrealized
VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF 0.1%
Value ($000) $277 Shares 2,540 Est. Cost $93.81 Unrealized
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.1%
Value ($000) $274 Shares 893 Est. Cost $242.23 Unrealized +26.9%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.1%
Value ($000) $264 Shares 1,603 Est. Cost $135.23 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $261 Shares 1,956 Est. Cost $108.02 Unrealized
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $259 Shares 1,756 Est. Cost $98.18 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 0.1%
Value ($000) $255 Shares 3,686 Est. Cost $52.96 Unrealized
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.1%
Value ($000) $248 Shares 1,195 Est. Cost $151.91 Unrealized +14.7%
ONEY SPDR SER TR RUSSELL YIELD 0.1%
Value ($000) $237 Shares 2,188 Est. Cost $93.72 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $233 Shares 3,882 Est. Cost $47.94 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $231 Shares 660 Est. Cost $52.69 Unrealized +343.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $224 Shares 1,406 Est. Cost $108.85 Unrealized +33.2%
RTX RTX CORPORATION COM USD1.00 0.1%
Value ($000) $217 Shares 1,487 Est. Cost $87.65 Unrealized +50.3%
MRK MERCK &CO. INC COM 0.1%
Value ($000) $216 Shares 2,733 Est. Cost $92.80 Unrealized -16.6%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $195 Shares 1,101 Est. Cost $140.11 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $191 Shares 309 Est. Cost $391.72 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $179 Shares 1,637 Est. Cost $119.91 Unrealized
LMT LOCKHEED MARTIN CORP COM USD1.00 0.1%
Value ($000) $177 Shares 381 Est. Cost $426.76 Unrealized +7.6%
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $176 Shares 775 Est. Cost $155.01 Unrealized +38.8%
AON AON PLC SHS CL A COM USD0.01 0.1%
Value ($000) $175 Shares 492 Est. Cost $285.70 Unrealized +26.5%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $171 Shares 965 Est. Cost $98.19 Unrealized +67.9%
MDYG SPDR SER TR S&P 400 MDCP GRW 0.1%
Value ($000) $170 Shares 1,952 Est. Cost $84.31 Unrealized
SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 0.1%
Value ($000) $161 Shares 1,433 Est. Cost $92.53 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $159 Shares 410 Est. Cost $206.59 Unrealized +60.1%
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.1%
Value ($000) $157 Shares 1,180 Est. Cost $108.06 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $157 Shares 2,023 Est. Cost $55.43 Unrealized
IAT ISHARES TR US REGNL BKS ETF 0.1%
Value ($000) $149 Shares 3,006 Est. Cost $35.95 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $147 Shares 570 Est. Cost $84.84 Unrealized +157.7%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $141 Shares 1,533 Est. Cost $67.45 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.1%
Value ($000) $140 Shares 440 Est. Cost $142.37 Unrealized +96.2%
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $138 Shares 743 Est. Cost $36.09 Unrealized +325.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $136 Shares 438 Est. Cost $496.06 Unrealized -24.4%
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.1%
Value ($000) $135 Shares 1,791 Est. Cost $38.72 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $134 Shares 216 Est. Cost $397.42 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $130 Shares 736 Est. Cost $126.26 Unrealized +29.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $127 Shares 887 Est. Cost $153.23 Unrealized -10.6%
PEP PEPSICO INC 0.1%
Value ($000) $126 Shares 953 Est. Cost $160.61 Unrealized -18.4%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.1%
Value ($000) $124 Shares 465 Est. Cost $169.33 Unrealized +54.0%
VIOV VANGUARD S&P SMALL-CAP 600 V 0.1%
Value ($000) $124 Shares 1,450 Est. Cost $118.85 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.1%
Value ($000) $124 Shares 2,539 Est. Cost $102.08 Unrealized
FNDE SCHWAB FUNDAMENTAL EM L/C 0.1%
Value ($000) $120 Shares 3,620 Est. Cost $25.60 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $117 Shares 410 Est. Cost $214.39 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.1%
Value ($000) $117 Shares 1,251 Est. Cost $60.59 Unrealized
BHC BAUSCH HEALTH COMPANIES INC COM NPV 0.1%
Value ($000) $116 Shares 17,394 Est. Cost $6.98 Unrealized -26.4%
HACK AMPLIFY TR CYBERSECURITY ETF 0.1%
Value ($000) $112 Shares 1,301 Est. Cost $64.09 Unrealized
LQD ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF 0.1%
Value ($000) $104 Shares 952 Est. Cost $105.64 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $99 Shares 4,095 Est. Cost $39.89 Unrealized -44.0%
IYG ISHARES US FINANCIAL SERVICES ETF 0.1%
Value ($000) $98 Shares 1,139 Est. Cost $128.28 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $97 Shares 1,212 Est. Cost $49.12 Unrealized +44.8%
VDC VANGUARD WORLD FD CONSUM STP ETF 0.1%
Value ($000) $95 Shares 434 Est. Cost $191.94 Unrealized
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $93 Shares 4,153 Est. Cost $26.65 Unrealized -22.2%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $92 Shares 2,002 Est. Cost $43.57 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $88 Shares 846 Est. Cost $80.91 Unrealized +26.0%
HD HOME DEPOT INC 0.0%
Value ($000) $87 Shares 239 Est. Cost $281.19 Unrealized +26.6%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $87 Shares 2,105 Est. Cost $37.06 Unrealized
IHAK ISHARES TR CYBERSECURITY 0.0%
Value ($000) $87 Shares 1,635 Est. Cost $34.27 Unrealized
KO COCA-COLA CO 0.0%
Value ($000) $86 Shares 1,215 Est. Cost $55.00 Unrealized +26.9%
FNDC SCHWAB STRATEGIC TR FUNDAMENTAL INTL 0.0%
Value ($000) $84 Shares 2,003 Est. Cost $31.42 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.0%
Value ($000) $83 Shares 1,242 Est. Cost $53.41 Unrealized
A AGILENT TECHNOLOGIES INC COM USD0.01 0.0%
Value ($000) $83 Shares 705 Est. Cost $139.69 Unrealized -21.0%
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 0.0%
Value ($000) $83 Shares 1,039 Est. Cost $74.20 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $80 Shares 760 Est. Cost $52.11 Unrealized +93.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $78 Shares 342 Est. Cost $153.18 Unrealized +49.9%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $78 Shares 183 Est. Cost $214.24 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $77 Shares 2,310 Est. Cost $26.57 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.0%
Value ($000) $75 Shares 459 Est. Cost $170.48 Unrealized -10.6%
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $75 Shares 936 Est. Cost $58.67 Unrealized
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value ($000) $74 Shares 2,318 Est. Cost $17.05 Unrealized +80.7%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $70 Shares 952 Est. Cost $71.84 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $70 Shares 52 Est. Cost $28.05 Unrealized +303.1%
EZM WISDOMTREE TR US MIDCAP FUND 0.0%
Value ($000) $66 Shares 1,068 Est. Cost $57.77 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $66 Shares 1,389 Est. Cost $34.32 Unrealized +20.8%
AMGN AMGEN INC 0.0%
Value ($000) $65 Shares 232 Est. Cost $242.73 Unrealized +14.4%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $62 Shares 637 Est. Cost $74.98 Unrealized +5.2%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $59 Shares 1,889 Est. Cost $24.92 Unrealized
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.0%
Value ($000) $58 Shares 1,015 Est. Cost $41.96 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.0%
Value ($000) $57 Shares 1,100 Est. Cost $46.99 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $55 Shares 97 Est. Cost $375.73 Unrealized +46.8%
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $55 Shares 875 Est. Cost $34.59 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 0.0%
Value ($000) $54 Shares 964 Est. Cost $40.27 Unrealized
FMDE FIDELITY ENHANCED MID CAP ETF 0.0%
Value ($000) $52 Shares 1,498 Est. Cost $27.31 Unrealized
VERONA PHARMA SPON ADR EACH REP 8 ORD SHS 0.0%
Value ($000) $52 Shares 545 Est. Cost $16.09 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $51 Shares 317 Est. Cost $97.64 Unrealized +56.4%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $47 Shares 89 Est. Cost $158.10 Unrealized +163.1%
RSPU INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL 0.0%
Value ($000) $46 Shares 647 Est. Cost $71.12 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $46 Shares 250 Est. Cost $93.28 Unrealized +68.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $45 Shares 2,208 Est. Cost $16.05 Unrealized +2.6%
TOTAL ENERGIES SE 0.0%
Value ($000) $44 Shares 718 Est. Cost $62.08 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $44 Shares 2,416 Est. Cost $13.87 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $43 Shares 442 Est. Cost $132.76 Unrealized -19.2%
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $42 Shares 295 Est. Cost $78.47 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $42 Shares 465 Est. Cost $66.65 Unrealized
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $39 Shares 1,327 Est. Cost $15.63 Unrealized +71.2%
CMCSA COMCAST CORP 0.0%
Value ($000) $37 Shares 1,032 Est. Cost $33.96 Unrealized -0.1%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.0%
Value ($000) $36 Shares 458 Est. Cost $75.92 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $36 Shares 1,112 Est. Cost $23.95 Unrealized
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $36 Shares 748 Est. Cost $43.85 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $35 Shares 473 Est. Cost $79.85 Unrealized -14.4%
BLK BLACKROCK INC COM 0.0%
Value ($000) $34 Shares 33 Est. Cost $989.30 Unrealized -5.7%
MMM 3M CO 0.0%
Value ($000) $33 Shares 220 Est. Cost $90.68 Unrealized +55.8%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $33 Shares 504 Est. Cost $47.52 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $33 Shares 248 Est. Cost $120.60 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $33 Shares 410 Est. Cost $62.51 Unrealized
XTN SPDR SER TR S&P TRANSN ETF 0.0%
Value ($000) $33 Shares 408 Est. Cost $67.21 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $32 Shares 1,250 Est. Cost $25.36 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $32 Shares 82 Est. Cost $319.83 Unrealized +20.5%
FLG FLAGSTAR FINANCIAL INC COM NEW 0.0%
Value ($000) $31 Shares 2,927 Est. Cost $10.59 Unrealized +7.7%
PJP INVESCO EXCHANGE TRADED FD TR PHARMACEUTICALS 0.0%
Value ($000) $31 Shares 385 Est. Cost $79.00 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES 0.0%
Value ($000) $30 Shares 1,652 Est. Cost $20.80 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.0%
Value ($000) $29 Shares 515 Est. Cost $51.57 Unrealized
NLR VANECK ETF TRUST URANIUM AND NUCL 0.0%
Value ($000) $29 Shares 261 Est. Cost $73.27 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.0%
Value ($000) $28 Shares 154 Est. Cost $82.52 Unrealized +102.8%
CRNC CERENCE INC COM 0.0%
Value ($000) $28 Shares 2,708 Est. Cost $17.13 Unrealized -48.6%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $28 Shares 571 Est. Cost $38.06 Unrealized
LNT ALLIANT ENERGY CORP COM USD0.01 0.0%
Value ($000) $27 Shares 451 Est. Cost $48.07 Unrealized +25.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $27 Shares 106 Est. Cost $211.01 Unrealized +7.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $26 Shares 447 Est. Cost $35.96 Unrealized +55.6%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $26 Shares 213 Est. Cost $68.75 Unrealized +47.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $26 Shares 1,170 Est. Cost $26.28 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $26 Shares 2,394 Est. Cost $13.30 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $26 Shares 82 Est. Cost $172.18 Unrealized +75.2%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $25 Shares 50 Est. Cost $136.88 Unrealized +216.7%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $25 Shares 495 Est. Cost $50.36 Unrealized
EUAD SPINNAKER ETF SERIES SELECT STOXX EUROPE AEROSPACE DEFNSE ETF 0.0%
Value ($000) $25 Shares 579 Est. Cost $33.53 Unrealized
VTIP VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX 0.0%
Value ($000) $25 Shares 492 Est. Cost $46.76 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $25 Shares 364 Est. Cost $58.01 Unrealized +12.3%
DWM WISDOMTREE TR INTL EQUITY FD 0.0%
Value ($000) $24 Shares 378 Est. Cost $47.04 Unrealized
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.0%
Value ($000) $24 Shares 45 Est. Cost $291.87 Unrealized +68.0%
V VISA INC 0.0%
Value ($000) $24 Shares 67 Est. Cost $196.98 Unrealized +76.2%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 705 Est. Cost $32.51 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.0%
Value ($000) $23 Shares 192 Est. Cost $84.81 Unrealized +36.1%
GRMN GARMIN LTD COM CHF10.00 0.0%
Value ($000) $22 Shares 107 Est. Cost $82.67 Unrealized +137.2%
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $22 Shares 105 Est. Cost $109.97 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $21 Shares 872 Est. Cost $27.98 Unrealized -11.7%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $21 Shares 330 Est. Cost $45.88 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $21 Shares 405 Est. Cost $76.02 Unrealized -34.1%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $21 Shares 867 Est. Cost $48.65 Unrealized -48.2%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $21 Shares 111 Est. Cost $137.22 Unrealized +33.1%
EWO ISHARES MSCI AUSTRIA ETF 0.0%
Value ($000) $20 Shares 683 Est. Cost $19.58 Unrealized
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $20 Shares 248 Est. Cost $65.10 Unrealized +16.5%
TROW PRICE T ROWE GROUPS COM USD0.20 0.0%
Value ($000) $19 Shares 200 Est. Cost $97.46 Unrealized -9.0%
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.0%
Value ($000) $19 Shares 384 Est. Cost $47.57 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $19 Shares 86 Est. Cost $151.12 Unrealized +27.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $49.01 Unrealized -3.7%
T AT&T INC COM USD1 0.0%
Value ($000) $18 Shares 637 Est. Cost $15.07 Unrealized +78.9%
TSLA TESLA INC COM 0.0%
Value ($000) $18 Shares 58 Est. Cost $189.34 Unrealized +59.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $18 Shares 420 Est. Cost $30.76 Unrealized +35.9%
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.0%
Value ($000) $18 Shares 563 Est. Cost $26.89 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $18 Shares 335 Est. Cost $50.52 Unrealized
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $17 Shares 17 Est. Cost $468.77 Unrealized +111.3%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $17 Shares 208 Est. Cost $65.31 Unrealized +17.3%
EBAY EBAY INC. COM 0.0%
Value ($000) $17 Shares 223 Est. Cost $38.98 Unrealized +80.2%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $17 Shares 100 Est. Cost $212.11 Unrealized -23.8%
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $17 Shares 284 Est. Cost $63.72 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $15 Shares 1,730 Est. Cost $8.78 Unrealized -6.6%
VT VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 0.0%
Value ($000) $15 Shares 120 Est. Cost $86.11 Unrealized
NKE NIKE INC CLASS B COM NPV 0.0%
Value ($000) $15 Shares 216 Est. Cost $95.30 Unrealized -38.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $15 Shares 1,337 Est. Cost $36.20 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $15 Shares 200 Est. Cost $74.80 Unrealized -7.0%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $15 Shares 811 Est. Cost $12.61 Unrealized
SHEL SHELL PLC SPON ADS EA REP 2 ORD SHS 0.0%
Value ($000) $14 Shares 205 Est. Cost $72.13 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $186.71 Unrealized +12.7%
IEO ISHARES TR US OIL GS EX ETF 0.0%
Value ($000) $14 Shares 157 Est. Cost $99.52 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $13 Shares 171 Est. Cost $58.82 Unrealized
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $13 Shares 422 Est. Cost $19.13 Unrealized
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $13 Shares 140 Est. Cost $41.71 Unrealized +101.3%
JOE ST JOE CO 0.0%
Value ($000) $13 Shares 267 Est. Cost $35.80 Unrealized +24.9%
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $13 Shares 101 Est. Cost $126.15 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $13 Shares 125 Est. Cost $148.03 Unrealized -36.4%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 285 Est. Cost $41.03 Unrealized
PAYC PAYCOM SOFTWARE INC COM USD0.01 0.0%
Value ($000) $12 Shares 52 Est. Cost $316.26 Unrealized -25.4%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.0%
Value ($000) $12 Shares 263 Est. Cost $31.84 Unrealized +37.5%
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $12 Shares 345 Est. Cost $74.39 Unrealized
DON WISDOMTREE TR US MIDCAP DIVID 0.0%
Value ($000) $12 Shares 235 Est. Cost $46.77 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $12 Shares 74 Est. Cost $143.20 Unrealized +9.9%
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.0%
Value ($000) $11 Shares 286 Est. Cost $57.20 Unrealized
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $11 Shares 157 Est. Cost $76.77 Unrealized -16.4%
TGT TARGET CORP 0.0%
Value ($000) $11 Shares 109 Est. Cost $137.16 Unrealized -32.0%
KELLANOVA COM 0.0%
Value ($000) $11 Shares 134 Est. Cost $60.72 Unrealized +32.0%
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $10 Shares 166 Est. Cost $53.02 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $10 Shares 500 Est. Cost $15.06 Unrealized +18.8%
RSPR INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL 0.0%
Value ($000) $10 Shares 284 Est. Cost $30.72 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $10 Shares 254 Est. Cost $40.46 Unrealized -35.3%
BEPC BROOKFIELD RENEWABLE CORP CL A EXCHANGEABLE SUB VOTING SHS ISIN #CA11285B1085 SEDOL #BSQLLY3 0.0%
Value ($000) $10 Shares 301 Est. Cost $29.13 Unrealized -2.6%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $10 Shares 231 Est. Cost $38.84 Unrealized
AMEDISYS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $83.54 Unrealized
EPAM EPAM SYS INC COM USD0.001 0.0%
Value ($000) $10 Shares 55 Est. Cost $340.00 Unrealized -50.8%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $112.73 Unrealized +16.9%
C CITIGROUP INC 0.0%
Value ($000) $10 Shares 113 Est. Cost $40.56 Unrealized +75.5%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 118 Est. Cost $74.41 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $10 Shares 137 Est. Cost $73.82 Unrealized -7.8%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $9 Shares 202 Est. Cost $30.67 Unrealized +49.9%
NDAQ NASDAQ INC COM STK 0.0%
Value ($000) $9 Shares 103 Est. Cost $49.01 Unrealized +61.5%
SO SOUTHERN CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $59.62 Unrealized +47.6%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $9 Shares 385 Est. Cost $31.04 Unrealized
INFL LISTED FD TR HORIZON KINETICS 0.0%
Value ($000) $9 Shares 215 Est. Cost $31.47 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $109.40 Unrealized -19.5%
AFL AFLAC INC COM 0.0%
Value ($000) $9 Shares 84 Est. Cost $63.44 Unrealized +63.3%
KR KROGER CO COM USD1.00 0.0%
Value ($000) $8 Shares 115 Est. Cost $42.86 Unrealized +59.1%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $8 Shares 271 Est. Cost $24.59 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $8 Shares 20 Est. Cost $351.41 Unrealized +8.9%
EEMV ISHARES INC MSCI EMERG MRKT 0.0%
Value ($000) $8 Shares 130 Est. Cost $57.21 Unrealized
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.0%
Value ($000) $8 Shares 115 Est. Cost $142.69 Unrealized
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $7 Shares 126 Est. Cost $40.82 Unrealized +29.6%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $7 Shares 79 Est. Cost $87.55 Unrealized -2.7%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $7 Shares 66 Est. Cost $87.80 Unrealized +14.2%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $7 Shares 30 Est. Cost $178.69 Unrealized +11.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $7 Shares 50 Est. Cost $7.58 Unrealized +1447.2%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $7 Shares 195 Est. Cost $46.08 Unrealized -26.3%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $6 Shares 107 Est. Cost $40.82 Unrealized
BIIB BIOGEN INC COM USD0.0005 0.0%
Value ($000) $6 Shares 50 Est. Cost $245.62 Unrealized -49.3%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $6 Shares 66 Est. Cost $88.57 Unrealized +3.1%
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $6 Shares 258 Est. Cost $16.40 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $6 Shares 29 Est. Cost $213.26 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $30.96 Unrealized -27.5%
GPC GENUINE PARTS CO COM USD1.00 0.0%
Value ($000) $6 Shares 50 Est. Cost $159.11 Unrealized -26.0%
CRD/A CRAWFORD & CO 0.0%
Value ($000) $6 Shares 571 Est. Cost $5.56 Unrealized +87.7%
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 50 Est. Cost $91.37 Unrealized +19.8%
DOW DOW INC COM 0.0%
Value ($000) $6 Shares 224 Est. Cost $40.31 Unrealized -31.0%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $5 Shares 57 Est. Cost $70.35 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $80.41 Unrealized -34.4%
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.65 Unrealized -25.1%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $5 Shares 847 Est. Cost $11.72 Unrealized -56.6%
B BARRICK MINING CORPORATION COM NPV ISIN #CA06849F1080 SEDOL #BNM23Q1 0.0%
Value ($000) $4 Shares 208 Est. Cost $19.29 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $39.17 Unrealized +71.9%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $4 Shares 52 Est. Cost $60.70 Unrealized +16.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $241.04 Unrealized +72.2%
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 131 Est. Cost $41.94 Unrealized -36.1%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $4 Shares 47 Est. Cost $54.01 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $4 Shares 220 Est. Cost $9.12 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $4 Shares 58 Est. Cost $96.23 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $4 Shares 137 Est. Cost $18.81 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $19.32 Unrealized +153.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $61.14 Unrealized +8.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $25.00 Unrealized +9.3%
WAB WABTEC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $93.96 Unrealized +104.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $71.00 Unrealized +34.4%
BB BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31 0.0%
Value ($000) $3 Shares 600 Est. Cost $4.44 Unrealized -15.0%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $3 Shares 201 Est. Cost $19.69 Unrealized
ONON ON HLDNG AG CHF0.1 CLASS A 0.0%
Value ($000) $2 Shares 48 Est. Cost $17.49 Unrealized +191.4%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $2 Shares 46 Est. Cost $37.08 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $2 Shares 882 Est. Cost $7.92 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $2 Shares 43 Est. Cost $39.65 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 149 Est. Cost $11.29 Unrealized -17.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 53 Est. Cost $34.80 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $152.57 Unrealized +18.5%
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $1 Shares 142 Est. Cost $21.97 Unrealized -53.3%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $101.00 Unrealized +25.4%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $19.42 Unrealized -20.8%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.28 Unrealized +7.5%
RDDT REDDIT INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $165.28 Unrealized -31.4%
FLOW GLOBAL X FDS US CASH FLOW KINGS 100 ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $31.31 Unrealized
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $1 Shares 169 Est. Cost $4.63 Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.63 Unrealized +25.4%
F FORD MTR CO DEL COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $10.10 Unrealized -2.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 17 Est. Cost $10.06 Unrealized +259.5%
TOST TOAST INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $18.80 Unrealized +109.1%
BLKB BLACKBAUD INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.01 Unrealized +11.6%
COTY COTY INC 0.0%
Value ($000) $1 Shares 117 Est. Cost $7.34 Unrealized -32.5%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 32 Est. Cost $13.67 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 126 Est. Cost $13.93 Unrealized -79.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.85 Unrealized +27.2%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.67 Unrealized
REAL THE REALREAL INC COM 0.0%
Value ($000) $0 Shares 55 Est. Cost $1.44 Unrealized +282.6%
RUN SUNRUN INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $26.69 Unrealized -70.5%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized +5.2%