Trivant Custom Portfolio Group, LLC Diversified Active

CIK: 0001977992 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 17, 2024

Total Value ($000): $157,137 (100.0% shares, 0.0% debt)

Holdings (183)

AAPL APPLE INC 7.7%
Value ($000) $12,158 Shares 70,899 Est. Cost $145.49 Unrealized +23.9%
MSFT MICROSOFT CORP 5.3%
Value ($000) $8,379 Shares 19,916 Est. Cost $251.08 Unrealized +59.0%
NVDA NVIDIA CORP 4.3%
Value ($000) $6,820 Shares 7,548 Est. Cost $46.09 Unrealized +57.2%
MBSD FLEXSHARES DISCIPLINED DURTN MBS ETF 3.4%
Value ($000) $5,280 Shares 259,121 Est. Cost $20.58 Unrealized
AMZN AMAZON.COM INC 3.1%
Value ($000) $4,938 Shares 27,376 Est. Cost $100.35 Unrealized +66.3%
GOOGL ALPHABET INC. CLASS A 3.0%
Value ($000) $4,748 Shares 31,457 Est. Cost $117.96 Unrealized +20.4%
AMD ADVANCED MICRO DEVICE IN 2.8%
Value ($000) $4,434 Shares 24,564 Est. Cost $83.75 Unrealized +108.7%
MRK MERCK & CO. INC. 2.8%
Value ($000) $4,382 Shares 33,206 Est. Cost $98.70 Unrealized +17.3%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 2.8%
Value ($000) $4,336 Shares 43,605 Est. Cost $99.18 Unrealized
DE DEERE & CO 2.6%
Value ($000) $4,088 Shares 9,953 Est. Cost $396.68 Unrealized -6.1%
COST COSTCO WHOLESALE CO 2.5%
Value ($000) $3,928 Shares 5,361 Est. Cost $472.49 Unrealized +49.6%
USIG ISHARES BRD USD INV GRD CORP BD ETF 2.4%
Value ($000) $3,830 Shares 75,434 Est. Cost $50.54 Unrealized
NOC NORTHROP GRUMMAN CO 2.3%
Value ($000) $3,668 Shares 7,664 Est. Cost $442.02 Unrealized +0.9%
GE GENERAL ELECTRIC CO TRADES WITH DUE BILLS 2.3%
Value ($000) $3,634 Shares 20,702 Est. Cost $88.66 Unrealized +31.3%
LOW LOWES COMPANIES INC 2.2%
Value ($000) $3,494 Shares 13,716 Est. Cost $192.20 Unrealized +15.5%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $3,376 Shares 16,857 Est. Cost $142.31 Unrealized +22.0%
META META PLATFORMS INC CLASS A 2.1%
Value ($000) $3,334 Shares 6,865 Est. Cost $323.34 Unrealized +37.1%
ELV ELEVANCE HEALTH INC 2.1%
Value ($000) $3,279 Shares 6,324 Est. Cost $455.04 Unrealized +5.9%
BAC BANK OF AMERICA CORP 2.1%
Value ($000) $3,259 Shares 85,955 Est. Cost $30.49 Unrealized +7.6%
WMT WALMART INC 2.1%
Value ($000) $3,237 Shares 53,794 Est. Cost $53.63 Unrealized +4.5%
SYK STRYKER CORP 2.0%
Value ($000) $3,135 Shares 8,759 Est. Cost $274.84 Unrealized +20.2%
BKNG BOOKING HOLDINGS INC 2.0%
Value ($000) $3,131 Shares 863 Est. Cost $2394.16 Unrealized +46.5%
CRM SALESFORCE INC 2.0%
Value ($000) $3,086 Shares 10,247 Est. Cost $168.55 Unrealized +69.2%
AME AMETEK INC 1.9%
Value ($000) $3,046 Shares 16,656 Est. Cost $139.53 Unrealized +21.9%
SRE SEMPRA 1.9%
Value ($000) $3,002 Shares 41,792 Est. Cost $68.19 Unrealized -1.3%
NXPI NXP SEMICONDUCTORS F 1.8%
Value ($000) $2,897 Shares 11,694 Est. Cost $169.06 Unrealized +31.9%
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $2,780 Shares 24,458 Est. Cost $100.02 Unrealized +10.8%
V VISA INC CLASS A 1.7%
Value ($000) $2,748 Shares 9,847 Est. Cost $217.85 Unrealized +25.0%
STZ CONSTELLATION BRAND CLASS A 1.7%
Value ($000) $2,669 Shares 9,823 Est. Cost $211.14 Unrealized +15.3%
ULTA ULTA BEAUTY INC. 1.7%
Value ($000) $2,665 Shares 5,096 Est. Cost $511.01 Unrealized +1.1%
TMO THERMO FISHER SCNTFC 1.7%
Value ($000) $2,596 Shares 4,466 Est. Cost $539.56 Unrealized +3.4%
CVX CHEVRON CORP 1.6%
Value ($000) $2,513 Shares 15,933 Est. Cost $148.34 Unrealized -6.3%
BHP BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 1.6%
Value ($000) $2,506 Shares 43,432 Est. Cost $63.30 Unrealized
OTIS OTIS WORLDWIDE CORP 1.5%
Value ($000) $2,287 Shares 23,043 Est. Cost $89.54 Unrealized 0.0%
KIM KIMCO REALTY CORP REIT 1.2%
Value ($000) $1,819 Shares 92,769 Est. Cost $17.89 Unrealized +1.7%
HSY HERSHEY CO 1.1%
Value ($000) $1,665 Shares 8,558 Est. Cost $181.95 Unrealized +0.1%
PHM PULTEGROUP INC 1.0%
Value ($000) $1,622 Shares 13,446 Est. Cost $105.76 Unrealized 0.0%
ROK ROCKWELL AUTOMATION 1.0%
Value ($000) $1,599 Shares 5,489 Est. Cost $278.76 Unrealized 0.0%
LNG CHENIERE ENERGY INC 1.0%
Value ($000) $1,514 Shares 9,385 Est. Cost $163.18 Unrealized -1.5%
SNY SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.9%
Value ($000) $1,383 Shares 28,459 Est. Cost $53.65 Unrealized
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.7%
Value ($000) $1,150 Shares 16,978 Est. Cost $71.27 Unrealized
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $973 Shares 1,860 Est. Cost $475.31 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF IV 0.6%
Value ($000) $890 Shares 2,005 Est. Cost $404.86 Unrealized
INTU INTUIT INC 0.5%
Value ($000) $731 Shares 1,125 Est. Cost $405.63 Unrealized +55.6%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $691 Shares 1,437 Est. Cost $430.16 Unrealized
MAS MASCO CORP 0.4%
Value ($000) $572 Shares 7,251 Est. Cost $48.90 Unrealized +42.6%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $523 Shares 8,503 Est. Cost $50.63 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $441 Shares 333 Est. Cost $60.29 Unrealized +101.1%
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.2%
Value ($000) $299 Shares 3,155 Est. Cost $98.78 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $287 Shares 1,695 Est. Cost $116.41 Unrealized +27.6%
VBR VANGUARD SMALL CAP VALUEETF 0.2%
Value ($000) $278 Shares 1,450 Est. Cost $179.97 Unrealized
IMCV ISHARES MORNINGSTAR MID CAP ETF 0.2%
Value ($000) $272 Shares 3,750 Est. Cost $62.32 Unrealized
SUPER MICRO COMPUTER 0.2%
Value ($000) $253 Shares 250 Est. Cost $220.71 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $244 Shares 438 Est. Cost $458.41 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.2%
Value ($000) $244 Shares 1,350 Est. Cost $167.05 Unrealized
FIW FIRST TRUST ISE WATER INDEX ETF 0.2%
Value ($000) $236 Shares 2,315 Est. Cost $83.63 Unrealized
DJP BRCLYS BK IPATH BLOOM COMMODITY ETN 0.1%
Value ($000) $218 Shares 7,000 Est. Cost $31.59 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $213 Shares 612 Est. Cost $222.97 Unrealized +40.6%
TSLA TESLA INC 0.1%
Value ($000) $200 Shares 1,138 Est. Cost $180.66 Unrealized +8.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $193 Shares 2,416 Est. Cost $76.25 Unrealized
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.1%
Value ($000) $189 Shares 1,660 Est. Cost $91.06 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $182 Shares 300 Est. Cost $33.09 Unrealized +70.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $168 Shares 800 Est. Cost $200.71 Unrealized
FBIN FORTUNE BRANDS INNOVATIO 0.1%
Value ($000) $151 Shares 1,786 Est. Cost $58.22 Unrealized +31.8%
CVCO CAVCO INDUSTRIES INC 0.1%
Value ($000) $136 Shares 340 Est. Cost $276.71 Unrealized +28.0%
BA BOEING CO 0.1%
Value ($000) $128 Shares 662 Est. Cost $209.71 Unrealized -2.0%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $125 Shares 801 Est. Cost $115.93 Unrealized +17.7%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $123 Shares 100 Est. Cost $610.68 Unrealized +63.4%
COMB GRTSHRS BLMBRG CMDT STRTNO K 1 ETF 0.1%
Value ($000) $118 Shares 5,950 Est. Cost $21.25 Unrealized
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $115 Shares 560 Est. Cost $183.22 Unrealized
PHIN PHINIA INC 0.1%
Value ($000) $106 Shares 2,750 Est. Cost $26.06 Unrealized +19.9%
HYGV FLEXSHAR HG YLD VLU SCORBD INDX ETF 0.1%
Value ($000) $103 Shares 2,500 Est. Cost $41.11 Unrealized
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $99 Shares 1,600 Est. Cost $48.37 Unrealized
EASTERLY GOVT PPTYS REIT 0.1%
Value ($000) $98 Shares 8,512 Est. Cost $13.68 Unrealized
VST VISTRA ENERGY CORP 0.1%
Value ($000) $98 Shares 1,400 Est. Cost $22.22 Unrealized +119.3%
ASML ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $87 Shares 90 Est. Cost $724.75 Unrealized
COHEN STEERS TOTAL RETUR 0.1%
Value ($000) $82 Shares 6,871 Est. Cost $12.12 Unrealized
NTDOY NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.1%
Value ($000) $82 Shares 6,000 Est. Cost $11.38 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $79 Shares 600 Est. Cost $123.71 Unrealized
MEXICO FUND INC 0.0%
Value ($000) $77 Shares 4,000 Est. Cost $17.02 Unrealized
FHI FEDERATED HERMES INC CLASS B 0.0%
Value ($000) $76 Shares 2,100 Est. Cost $31.90 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $76 Shares 50 Est. Cost $1636.68 Unrealized 0.0%
DIS WALT DISNEY CO 0.0%
Value ($000) $75 Shares 615 Est. Cost $98.50 Unrealized +3.9%
GMS INC 0.0%
Value ($000) $68 Shares 700 Est. Cost $57.89 Unrealized
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $58.62 Unrealized -1.8%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $64 Shares 4,600 Est. Cost $19.78 Unrealized
TQQQ PSHR ULTRAPRO ETF DV 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $28.26 Unrealized
VAL VALARIS LTD F 0.0%
Value ($000) $60 Shares 800 Est. Cost $69.73 Unrealized -3.8%
UHAL/B U HAUL HOLDING NON VOTIN 0.0%
Value ($000) $60 Shares 900 Est. Cost $56.73 Unrealized +13.6%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $59 Shares 500 Est. Cost $57.76 Unrealized +55.5%
PKST PEAKSTONE REALTY CL E REIT 0.0%
Value ($000) $54 Shares 3,346 Est. Cost $27.92 Unrealized
MSM MSC INDL DIRECT INC CLASS A 0.0%
Value ($000) $53 Shares 550 Est. Cost $82.87 Unrealized +18.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $53 Shares 550 Est. Cost $88.17 Unrealized +0.3%
CE CELANESE CORP 0.0%
Value ($000) $52 Shares 300 Est. Cost $110.53 Unrealized +35.1%
BUR BURFORD CAPITAL LIMITE F 0.0%
Value ($000) $51 Shares 3,200 Est. Cost $8.10 Unrealized +80.5%
DOO BRP INC F 0.0%
Value ($000) $50 Shares 750 Est. Cost $64.51 Unrealized 0.0%
NSP INSPERITY INC 0.0%
Value ($000) $49 Shares 450 Est. Cost $96.54 Unrealized +2.8%
NVR N V R INC 0.0%
Value ($000) $49 Shares 6 Est. Cost $6168.00 Unrealized +20.4%
OABI OMNIAB INC 0.0%
Value ($000) $46 Shares 8,500 Est. Cost $3.78 Unrealized +52.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $45 Shares 1,087 Est. Cost $39.69 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.0%
Value ($000) $44 Shares 900 Est. Cost $47.37 Unrealized
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.0%
Value ($000) $44 Shares 300 Est. Cost $135.66 Unrealized
BAR GRANITESHARES GOLD ETF 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $19.51 Unrealized
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $43 Shares 400 Est. Cost $101.01 Unrealized -2.9%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $43 Shares 540 Est. Cost $80.08 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $41 Shares 445 Est. Cost $97.06 Unrealized -8.7%
EMBJ EMBRAER S A FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $16.37 Unrealized
FTAI FTAI FIN HOLDCO LTD F 0.0%
Value ($000) $34 Shares 500 Est. Cost $33.19 Unrealized +61.7%
PFE PFIZER INC 0.0%
Value ($000) $33 Shares 1,200 Est. Cost $30.60 Unrealized -19.4%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $31 Shares 100 Est. Cost $277.92 Unrealized 0.0%
SPSB SPDR SHORT TERM CORPORATE BND ETF 0.0%
Value ($000) $31 Shares 1,036 Est. Cost $29.63 Unrealized
DHIL DIAMOND HILL INVT GP CLASS A 0.0%
Value ($000) $31 Shares 200 Est. Cost $153.54 Unrealized -9.2%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.0%
Value ($000) $30 Shares 95 Est. Cost $306.18 Unrealized 0.0%
GOOG ALPHABET INC. CLASS C 0.0%
Value ($000) $30 Shares 200 Est. Cost $95.84 Unrealized +49.5%
CIVI CIVITAS RES INC 0.0%
Value ($000) $30 Shares 400 Est. Cost $50.71 Unrealized +14.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $30 Shares 775 Est. Cost $27.14 Unrealized +21.5%
MMM 3M CO TRADES WITH DUE BILLS 0.0%
Value ($000) $30 Shares 280 Est. Cost $84.88 Unrealized -6.6%
WDFC WD-40 CO 0.0%
Value ($000) $29 Shares 115 Est. Cost $164.32 Unrealized +52.2%
CROX CROCS INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $120.82 Unrealized -5.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $27 Shares 200 Est. Cost $159.68 Unrealized -16.1%
TREX TREX CO INC 0.0%
Value ($000) $27 Shares 275 Est. Cost $68.61 Unrealized +29.8%
ACIC AMERICAN COASTAL INSURAN 0.0%
Value ($000) $27 Shares 2,500 Est. Cost $5.86 Unrealized +74.8%
AER AERCAP HOLDINGS NV F 0.0%
Value ($000) $26 Shares 300 Est. Cost $58.91 Unrealized +31.3%
PEP PEPSICO INC 0.0%
Value ($000) $26 Shares 148 Est. Cost $158.41 Unrealized -0.7%
XBIL US TREASURY 6 MONTH BILLETF 0.0%
Value ($000) $25 Shares 502 Est. Cost $50.12 Unrealized
MCFT MASTERCRAFT BOAT HLD 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $31.06 Unrealized -30.7%
PRU PRUDENTIAL FINL 0.0%
Value ($000) $23 Shares 194 Est. Cost $82.68 Unrealized +19.2%
GRVY GRAVITY CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $23 Shares 300 Est. Cost $75.89 Unrealized
VSAT VIASAT INC 0.0%
Value ($000) $23 Shares 1,250 Est. Cost $34.11 Unrealized -38.5%
PERI PERION NETWORK LTD F 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $33.30 Unrealized -23.5%
SO SOUTHERN CO 0.0%
Value ($000) $22 Shares 300 Est. Cost $60.67 Unrealized +6.7%
UAL UNITED AIRLINES HLDGS 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.92 Unrealized -10.6%
IBM IBM CORP 0.0%
Value ($000) $19 Shares 100 Est. Cost $120.73 Unrealized +42.9%
WELL WELLTOWER INC REIT 0.0%
Value ($000) $19 Shares 200 Est. Cost $67.78 Unrealized +28.6%
SN SHARKNINJA INC F 0.0%
Value ($000) $19 Shares 300 Est. Cost $39.63 Unrealized +33.5%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $19 Shares 625 Est. Cost $31.83 Unrealized -19.3%
SAM BOSTON BEER CO INC CLASS A 0.0%
Value ($000) $18 Shares 60 Est. Cost $343.94 Unrealized -3.0%
ABBV ABBVIE INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $138.12 Unrealized +17.3%
MBC MASTERBRAND INC 0.0%
Value ($000) $17 Shares 886 Est. Cost $8.82 Unrealized +79.7%
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $16 Shares 96 Est. Cost $159.02 Unrealized +15.3%
PMTS CPI CARD GROUP INC 0.0%
Value ($000) $16 Shares 900 Est. Cost $16.94 Unrealized +7.5%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $16 Shares 125 Est. Cost $115.68 Unrealized +1.4%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $15 Shares 137 Est. Cost $91.22 Unrealized
ON ON SEMICONDUCTOR CO 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.97 Unrealized +0.7%
CLX CLOROX CO 0.0%
Value ($000) $14 Shares 90 Est. Cost $136.24 Unrealized +2.9%
GLW CORNING INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $32.11 Unrealized -5.2%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $13 Shares 134 Est. Cost $99.64 Unrealized
HNDL STRATGY SHARS NASDAQ 7HANDL INDX ETF 0.0%
Value ($000) $13 Shares 614 Est. Cost $20.24 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $70.65 Unrealized -21.6%
ALOT ASTRONOVA INC 0.0%
Value ($000) $12 Shares 700 Est. Cost $13.89 Unrealized +25.5%
IEI ISHARES 3-7 YEAR TRERY BOND ETF 0.0%
Value ($000) $12 Shares 102 Est. Cost $117.65 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $29.53 Unrealized +92.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $82.60 Unrealized +20.3%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 160 Est. Cost $59.05 Unrealized
IEF ISHARES 7-10 YEAR TRSURYBOND ETF 0.0%
Value ($000) $11 Shares 116 Est. Cost $94.66 Unrealized
ORGO ORGANOGENESIS HOLDINGS ICLASS A 0.0%
Value ($000) $11 Shares 3,750 Est. Cost $2.47 Unrealized +37.6%
OKTA OKTA INC CLASS A 0.0%
Value ($000) $10 Shares 100 Est. Cost $76.12 Unrealized +21.2%
AA ALCOA CORP 0.0%
Value ($000) $10 Shares 300 Est. Cost $46.51 Unrealized -38.6%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $44.85 Unrealized +5.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $10 Shares 55 Est. Cost $152.25 Unrealized
AMPH AMPHASTAR PHARMA INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $52.53 Unrealized -1.7%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.97 Unrealized
HAYW HAYWARD HOLDINGS INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $12.25 Unrealized +9.1%
NOW SERVICE NOW INC 0.0%
Value ($000) $8 Shares 10 Est. Cost $87.09 Unrealized +74.0%
CAVA CAVA GROUP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $53.61 Unrealized 0.0%
WDAY WORKDAY INC CLASS A 0.0%
Value ($000) $7 Shares 25 Est. Cost $181.94 Unrealized +56.5%
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.54 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $4 Shares 25 Est. Cost $91.66 Unrealized +47.3%
US STEEL 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.10 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $81.98 Unrealized
ATKR ATKORE INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $133.07 Unrealized +16.1%
NVO NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $3 Shares 27 Est. Cost $103.48 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.43 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $93.58 Unrealized
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $232.23 Unrealized -0.7%
MAT MATTEL INC. 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.58 Unrealized +2.0%
MNKD MANNKIND CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $4.82 Unrealized -18.6%
CART MAPLEBEAR INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.31 Unrealized -3.5%
IQ IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHS 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.28 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $14.30 Unrealized -74.0%
SVM SILVERCORP METALS F 0.0%
Value ($000) $0 Shares 26 Est. Cost $3.29 Unrealized -22.6%
RITE AID CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.24 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.35 Unrealized -43.9%