ORG Wealth Partners, LLC Diversified Active

CIK: 0002032602 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 10, 2025

Total Value ($000): $324,149 (100.0% shares, 0.0% debt)

Holdings (507)

CORZ CORE SCIENTIFIC INC NEW COM 39.0%
Value ($000) $126,262 Shares 8,986,651 Est. Cost $10.36 Unrealized +42.6%
CORZW CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 12.2%
Value ($000) $39,577 Shares 4,814,729 Est. Cost $6.72 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 4.6%
Value ($000) $14,980 Shares 22 Est. Cost $692527.00 Unrealized 0.0%
NLY ANNALY CAP MGMT INC COM NEW 4.5%
Value ($000) $14,427 Shares 788,336 Est. Cost $18.33 Unrealized
BRK/B BERKSHIRE HATHAWAY 3.9%
Value ($000) $12,494 Shares 27,563 Est. Cost $442.18 Unrealized +4.4%
ET ENERGY TRANSFER L P LP 2.2%
Value ($000) $7,155 Shares 365,240 Est. Cost $16.26 Unrealized
ABT ABBOTT LABS 1.5%
Value ($000) $4,840 Shares 42,784 Est. Cost $107.33 Unrealized +5.6%
AAPL APPLE INC 1.2%
Value ($000) $3,931 Shares 15,696 Est. Cost $222.27 Unrealized +5.5%
AMZN AMAZON.COM INC 1.1%
Value ($000) $3,591 Shares 16,366 Est. Cost $182.46 Unrealized +12.1%
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $3,571 Shares 33,194 Est. Cost $110.03 Unrealized +2.1%
IEF ISHARES TR 7-10 YR TREAS BD ETF 1.0%
Value ($000) $3,298 Shares 35,669 Est. Cost $92.90 Unrealized
IUSB ISHARES TOTAL USD BOND 1.0%
Value ($000) $3,235 Shares 71,579 Est. Cost $47.12 Unrealized
NVDA NVIDIA CORP 1.0%
Value ($000) $3,179 Shares 23,672 Est. Cost $118.50 Unrealized +16.3%
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,744 Shares 6,509 Est. Cost $423.06 Unrealized -0.2%
ABBV ABBVIE INC 0.8%
Value ($000) $2,632 Shares 14,808 Est. Cost $178.54 Unrealized -0.6%
ZHGIIX HINES GLOBAL INCOME TRUS 0.7%
Value ($000) $2,405 Shares 242,652 Est. Cost $10.02 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $2,316 Shares 12,159 Est. Cost $168.40 Unrealized +4.3%
EPD ENTERPRISE PRODS PART LP 0.5%
Value ($000) $1,682 Shares 53,626 Est. Cost $29.11 Unrealized
MBB ISHARES MBS ETF 0.5%
Value ($000) $1,577 Shares 17,200 Est. Cost $95.81 Unrealized
MUB ISHARES NATIONAL MUNI 0.4%
Value ($000) $1,331 Shares 12,495 Est. Cost $108.31 Unrealized
LLY ELI LILLY AND CO 0.4%
Value ($000) $1,258 Shares 1,630 Est. Cost $877.96 Unrealized -6.5%
TFPN BLUEPRINT CHESAPK MLT 0.4%
Value ($000) $1,208 Shares 48,738 Est. Cost $24.80 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $1,201 Shares 13,293 Est. Cost $72.48 Unrealized +18.4%
GOOGL ALPHABET INC 0.3%
Value ($000) $998 Shares 5,274 Est. Cost $170.21 Unrealized +2.3%
PTBD PACER TRENDPILOT US BOND 0.3%
Value ($000) $937 Shares 46,869 Est. Cost $20.60 Unrealized
BABA ALIBABA GROUP HLDG LTD F 0.3%
Value ($000) $932 Shares 10,986 Est. Cost $106.12 Unrealized
KAYNE ANDERSON ENERGY IN 0.3%
Value ($000) $920 Shares 72,360 Est. Cost $11.75 Unrealized
CTA SIMPLIFY MANAGED FUTURS 0.3%
Value ($000) $916 Shares 32,836 Est. Cost $26.04 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $887 Shares 2,445 Est. Cost $343.24 Unrealized +11.2%
CB CHUBB LTD F 0.3%
Value ($000) $864 Shares 3,125 Est. Cost $271.93 Unrealized +3.5%
NOBL PROSHARES S&P 500 DIV 0.3%
Value ($000) $860 Shares 8,637 Est. Cost $105.67 Unrealized
V VISA INC 0.3%
Value ($000) $836 Shares 2,644 Est. Cost $270.44 Unrealized +10.3%
SHW SHERWIN-WILLIAMS CO 0.3%
Value ($000) $824 Shares 2,424 Est. Cost $344.92 Unrealized +7.2%
MA MASTERCARD INC 0.2%
Value ($000) $801 Shares 1,520 Est. Cost $465.76 Unrealized +10.5%
FSTR FOSTER L B CO 0.2%
Value ($000) $795 Shares 29,542 Est. Cost $20.34 Unrealized +17.6%
AFL AFLAC INC 0.2%
Value ($000) $777 Shares 7,507 Est. Cost $98.75 Unrealized +7.8%
DGRO ISHARES CORE DIVIDEND 0.2%
Value ($000) $756 Shares 12,317 Est. Cost $62.69 Unrealized
PNR PENTAIR PLC F 0.2%
Value ($000) $745 Shares 7,405 Est. Cost $85.11 Unrealized +19.2%
NOW SERVICENOW INC 0.2%
Value ($000) $730 Shares 689 Est. Cost $164.40 Unrealized +23.2%
CRM SALESFORCE INC 0.2%
Value ($000) $703 Shares 2,104 Est. Cost $253.82 Unrealized +24.8%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $695 Shares 4,834 Est. Cost $125.08 Unrealized +13.5%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.2%
Value ($000) $689 Shares 3,132 Est. Cost $188.97 Unrealized +14.5%
SHOP SHOPIFY INC F 0.2%
Value ($000) $682 Shares 6,410 Est. Cost $71.48 Unrealized +36.1%
NFLX NETFLIX INC 0.2%
Value ($000) $677 Shares 760 Est. Cost $67.73 Unrealized +21.5%
GWW GRAINGER W W INC 0.2%
Value ($000) $652 Shares 617 Est. Cost $956.89 Unrealized +16.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $637 Shares 4,148 Est. Cost $171.16 Unrealized -6.8%
KMLM KRANESHARES MOUNT LCS 0.2%
Value ($000) $630 Shares 22,412 Est. Cost $29.23 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $624 Shares 3,747 Est. Cost $148.99 Unrealized +18.0%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $624 Shares 4,481 Est. Cost $132.39 Unrealized +4.7%
BRO BROWN & BROWN INC 0.2%
Value ($000) $622 Shares 6,099 Est. Cost $98.62 Unrealized +7.5%
IUSG ISHARES CORE S&P US 0.2%
Value ($000) $620 Shares 4,449 Est. Cost $131.91 Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $616 Shares 3,370 Est. Cost $190.88 Unrealized +9.1%
PWS PACER WEALTHSHIELD ETF 0.2%
Value ($000) $602 Shares 19,802 Est. Cost $31.60 Unrealized
IWF ISHARES RUSSELL 1000 0.2%
Value ($000) $597 Shares 1,486 Est. Cost $400.11 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $597 Shares 2,544 Est. Cost $241.07 Unrealized +1.8%
DOV DOVER CORP 0.2%
Value ($000) $588 Shares 3,134 Est. Cost $179.40 Unrealized +7.6%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $564 Shares 1,976 Est. Cost $274.87 Unrealized +2.7%
UNP UNION PAC CORP 0.2%
Value ($000) $563 Shares 2,470 Est. Cost $234.59 Unrealized -1.9%
DBMF IMGP DBI MANAGED FUTURES 0.2%
Value ($000) $530 Shares 20,278 Est. Cost $28.13 Unrealized
IJR ISHARES CORE S&P SMALL 0.2%
Value ($000) $520 Shares 4,512 Est. Cost $116.77 Unrealized
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $514 Shares 4,342 Est. Cost $102.34 Unrealized +12.2%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $513 Shares 1,945 Est. Cost $286.51 Unrealized -1.6%
ABNB AIRBNB INC 0.2%
Value ($000) $510 Shares 3,884 Est. Cost $131.18 Unrealized +2.7%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $507 Shares 1,017 Est. Cost $497.29 Unrealized +1.2%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $501 Shares 2,088 Est. Cost $204.96 Unrealized +11.3%
QUAL ISHARES MSCI USA QLTY 0.2%
Value ($000) $498 Shares 2,796 Est. Cost $179.30 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $484 Shares 807 Est. Cost $538.02 Unrealized +10.0%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $478 Shares 918 Est. Cost $589.13 Unrealized -7.1%
ADBE ADOBE INC 0.1%
Value ($000) $477 Shares 1,072 Est. Cost $548.46 Unrealized -9.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $474 Shares 1,633 Est. Cost $270.41 Unrealized +7.3%
ACN ACCENTURE PLC IRELAND F 0.1%
Value ($000) $472 Shares 1,340 Est. Cost $325.24 Unrealized +9.1%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $471 Shares 2,806 Est. Cost $164.23 Unrealized +0.9%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $457 Shares 16,674 Est. Cost $20.19 Unrealized +23.2%
TSLA TESLA INC 0.1%
Value ($000) $444 Shares 1,099 Est. Cost $228.05 Unrealized +41.1%
VTI VANGUARD TOTAL STOCK 0.1%
Value ($000) $432 Shares 1,491 Est. Cost $283.44 Unrealized
ADP AUTOMATIC DATA PROCESSIN 0.1%
Value ($000) $427 Shares 1,459 Est. Cost $253.49 Unrealized +13.6%
SPY SPDR S&P 500 ETF TR TR UNIT 0.1%
Value ($000) $417 Shares 712 Est. Cost $581.81 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $414 Shares 1,605 Est. Cost $237.80 Unrealized +7.4%
VOOV VANGUARD S&P 500 VALUE 0.1%
Value ($000) $408 Shares 2,212 Est. Cost $184.95 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $405 Shares 3,030 Est. Cost $131.08 Unrealized +8.6%
MTUM ISHARES MSCI USA MOMNTUM 0.1%
Value ($000) $389 Shares 1,882 Est. Cost $203.87 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $385 Shares 5,358 Est. Cost $32.92 Unrealized +15.9%
AOS SMITH A O CORP 0.1%
Value ($000) $385 Shares 5,645 Est. Cost $80.62 Unrealized -8.1%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $384 Shares 1,787 Est. Cost $199.24 Unrealized +1.9%
SWK STANLEY BLACK & DECKER I 0.1%
Value ($000) $379 Shares 4,726 Est. Cost $89.16 Unrealized -1.3%
EFV ISHARES TR MSCI EAFE VALUE ETF 0.1%
Value ($000) $370 Shares 7,058 Est. Cost $56.24 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $360 Shares 926 Est. Cost $352.64 Unrealized +12.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $355 Shares 4,947 Est. Cost $75.01 Unrealized +0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $350 Shares 3,854 Est. Cost $98.92 Unrealized -5.9%
RSST RETURN STACKED US STK 0.1%
Value ($000) $348 Shares 14,545 Est. Cost $23.90 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $347 Shares 2,887 Est. Cost $110.98 Unrealized +8.7%
KWEB KRANESHARES CSI CHINA 0.1%
Value ($000) $343 Shares 11,722 Est. Cost $34.02 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $337 Shares 2,493 Est. Cost $141.02 Unrealized -3.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $330 Shares 1,300 Est. Cost $239.57 Unrealized +7.4%
ZTS ZOETIS INC 0.1%
Value ($000) $326 Shares 2,000 Est. Cost $181.33 Unrealized -2.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $320 Shares 1,227 Est. Cost $310.56 Unrealized -7.9%
VSS VGRD FTSE ALL WRLD EX US 0.1%
Value ($000) $309 Shares 2,699 Est. Cost $123.19 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $308 Shares 5,770 Est. Cost $54.51 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $308 Shares 1,247 Est. Cost $236.16 Unrealized +10.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $298 Shares 5,694 Est. Cost $45.53 Unrealized +7.2%
SPEM SPDR INDEX SHARES EMERG 0.1%
Value ($000) $297 Shares 7,745 Est. Cost $40.64 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $292 Shares 3,427 Est. Cost $72.52 Unrealized +15.7%
TOL TOLL BROS INC 0.1%
Value ($000) $274 Shares 2,172 Est. Cost $136.79 Unrealized +8.6%
PCT PURECYCLE TECHNOLOGIES I 0.1%
Value ($000) $269 Shares 26,209 Est. Cost $7.76 Unrealized +49.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $268 Shares 530 Est. Cost $548.30 Unrealized +0.8%
VTEB VANGUARD MUNI BND TAX 0.1%
Value ($000) $267 Shares 5,326 Est. Cost $50.13 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.1%
Value ($000) $264 Shares 239 Est. Cost $272.35 Unrealized +49.1%
META META PLATFORMS INC CL A 0.1%
Value ($000) $263 Shares 449 Est. Cost $512.12 Unrealized +14.2%
RSP INVSC S P 500 EQUAL 0.1%
Value ($000) $260 Shares 1,483 Est. Cost $179.16 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 0.1%
Value ($000) $259 Shares 5,890 Est. Cost $45.91 Unrealized
MPLX MPLX LP LP 0.1%
Value ($000) $258 Shares 5,390 Est. Cost $44.46 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $253 Shares 853 Est. Cost $245.13 Unrealized +15.7%
IT GARTNER INC 0.1%
Value ($000) $247 Shares 510 Est. Cost $480.74 Unrealized +7.2%
CLX CLOROX CO 0.1%
Value ($000) $241 Shares 1,486 Est. Cost $141.19 Unrealized +11.5%
SYY SYSCO CORP 0.1%
Value ($000) $239 Shares 3,130 Est. Cost $72.12 Unrealized +2.5%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $236 Shares 1,152 Est. Cost $162.95 Unrealized +24.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $222 Shares 2,401 Est. Cost $79.39 Unrealized +9.6%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $219 Shares 2,090 Est. Cost $100.89 Unrealized +3.1%
ROIV ROIVANT SCIENCES LTD F 0.1%
Value ($000) $216 Shares 18,240 Est. Cost $11.59 Unrealized +2.0%
EFG ISHARES MSCI EAFE GROWTH 0.1%
Value ($000) $213 Shares 2,203 Est. Cost $105.04 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $210 Shares 2,352 Est. Cost $94.43 Unrealized +0.4%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $205 Shares 394 Est. Cost $544.48 Unrealized -0.0%
BEN FRANKLIN RES INC 0.1%
Value ($000) $204 Shares 10,047 Est. Cost $19.67 Unrealized -0.5%
LIN LINDE PLC F 0.1%
Value ($000) $203 Shares 485 Est. Cost $447.95 Unrealized +0.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $202 Shares 1,397 Est. Cost $152.66 Unrealized -2.0%
DC DAKOTA GOLD CORP 0.1%
Value ($000) $202 Shares 91,636 Est. Cost $2.26 Unrealized 0.0%
MDT MEDTRONIC PLC F 0.1%
Value ($000) $200 Shares 2,506 Est. Cost $80.83 Unrealized +3.7%
OKE ONEOK INC NEW 0.1%
Value ($000) $196 Shares 1,953 Est. Cost $87.72 Unrealized +10.4%
WST WEST PHARMACEUTICAL SVCS 0.1%
Value ($000) $192 Shares 586 Est. Cost $305.40 Unrealized +2.7%
ODV OSISKO DEV CORP F 0.1%
Value ($000) $189 Shares 115,729 Est. Cost $1.87 Unrealized 0.0%
QQQ INVSC QQQ TRUST SRS 1 0.1%
Value ($000) $185 Shares 361 Est. Cost $488.06 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $183 Shares 2,005 Est. Cost $82.83 Unrealized +13.4%
WRB BERKLEY W R CORP 0.1%
Value ($000) $178 Shares 3,047 Est. Cost $54.46 Unrealized +6.3%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $178 Shares 2,487 Est. Cost $75.52 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $175 Shares 1,205 Est. Cost $139.96 Unrealized +4.0%
PWR QUANTA SVCS INC 0.1%
Value ($000) $174 Shares 550 Est. Cost $287.88 Unrealized +11.6%
INDA ISHARES MSCI INDIA INDEX 0.0%
Value ($000) $160 Shares 3,031 Est. Cost $58.53 Unrealized
BA BOEING CO 0.0%
Value ($000) $159 Shares 896 Est. Cost $171.47 Unrealized -8.5%
SHEL SHELL PLC F 0.0%
Value ($000) $153 Shares 2,445 Est. Cost $65.95 Unrealized
CHEF CHEFS WHSE INC 0.0%
Value ($000) $153 Shares 3,104 Est. Cost $40.35 Unrealized +7.9%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $150 Shares 163 Est. Cost $861.91 Unrealized +7.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $144 Shares 633 Est. Cost $227.63 Unrealized -1.1%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.0%
Value ($000) $143 Shares 348 Est. Cost $410.41 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $141 Shares 303 Est. Cost $467.12 Unrealized +1.2%
PLTR PALANTIR TECHNOLOGIES IN 0.0%
Value ($000) $137 Shares 1,818 Est. Cost $31.78 Unrealized +83.3%
FISV FISERV INC 0.0%
Value ($000) $133 Shares 649 Est. Cost $164.95 Unrealized +23.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $131 Shares 451 Est. Cost $272.22 Unrealized +11.7%
NVO NOVO-NORDISK A S F 0.0%
Value ($000) $130 Shares 1,510 Est. Cost $119.06 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $129 Shares 1,744 Est. Cost $70.44 Unrealized +4.8%
IBB ISHARES BIOTECHNOLOGY 0.0%
Value ($000) $129 Shares 975 Est. Cost $145.60 Unrealized
ZVIA ZEVIA PBC 0.0%
Value ($000) $129 Shares 30,674 Est. Cost $2.04 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $124 Shares 3,259 Est. Cost $44.20 Unrealized -0.4%
REET ISHS TRUST-GLO.R ETF 0.0%
Value ($000) $121 Shares 5,050 Est. Cost $26.69 Unrealized
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $121 Shares 504 Est. Cost $214.68 Unrealized +8.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $120 Shares 4,105 Est. Cost $35.72 Unrealized -7.8%
ETN EATON CORP PLC F 0.0%
Value ($000) $119 Shares 359 Est. Cost $301.25 Unrealized +15.2%
AIZ ASSURANT INC 0.0%
Value ($000) $119 Shares 558 Est. Cost $178.39 Unrealized +14.5%
XLRE REAL ESTATE SELECT SCTR 0.0%
Value ($000) $118 Shares 2,893 Est. Cost $44.67 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $117 Shares 1,053 Est. Cost $120.24 Unrealized -2.4%
XLV SELECT SECTOR HEALTH 0.0%
Value ($000) $115 Shares 838 Est. Cost $154.02 Unrealized
WAB WABTEC 0.0%
Value ($000) $115 Shares 604 Est. Cost $167.08 Unrealized +15.2%
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $114 Shares 473 Est. Cost $239.52 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $110 Shares 5,233 Est. Cost $24.55 Unrealized -8.4%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $110 Shares 262 Est. Cost $425.74 Unrealized +0.8%
NRG NRG ENERGY INC 0.0%
Value ($000) $109 Shares 1,212 Est. Cost $78.00 Unrealized +17.0%
ONON ON HLDG AG F 0.0%
Value ($000) $109 Shares 1,990 Est. Cost $42.90 Unrealized +23.5%
SOC SABLE OFFSHORE CORP 0.0%
Value ($000) $106 Shares 4,608 Est. Cost $21.89 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET 0.0%
Value ($000) $104 Shares 550 Est. Cost $181.99 Unrealized
CONSOL ENERGY INC NEW 0.0%
Value ($000) $103 Shares 963 Est. Cost $106.68 Unrealized
CEG CONSTELLATION ENERGY COR 0.0%
Value ($000) $102 Shares 456 Est. Cost $197.12 Unrealized +25.7%
FIS FIDELITY NATL INFORMATIO 0.0%
Value ($000) $102 Shares 1,260 Est. Cost $76.62 Unrealized +9.5%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $101 Shares 1,206 Est. Cost $103.98 Unrealized -2.6%
TNA DIREXION DAILY SMALL CAP 0.0%
Value ($000) $101 Shares 2,400 Est. Cost $43.83 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $100 Shares 479 Est. Cost $239.60 Unrealized +1.2%
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $100 Shares 7,434 Est. Cost $16.10 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $100 Shares 853 Est. Cost $146.81 Unrealized -4.0%
TT TRANE TECHNOLOGIES PLC F 0.0%
Value ($000) $99 Shares 269 Est. Cost $343.07 Unrealized +14.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $99 Shares 190 Est. Cost $482.44 Unrealized +8.0%
ICF ISHARES COHEN AND STEERS 0.0%
Value ($000) $99 Shares 1,636 Est. Cost $65.91 Unrealized
XHB SPDR S&P HOMEBUILDERS 0.0%
Value ($000) $99 Shares 943 Est. Cost $124.56 Unrealized
GE GENERAL ELEC CO COM NEW 0.0%
Value ($000) $97 Shares 582 Est. Cost $167.93 Unrealized +5.5%
APO APOLLO GLOBAL MGMT INC N 0.0%
Value ($000) $97 Shares 585 Est. Cost $156.00 Unrealized 0.0%
SGMT SAGIMET BIOSCIENCES INC 0.0%
Value ($000) $97 Shares 21,448 Est. Cost $3.08 Unrealized +64.4%
LDOS LEIDOS HLDGS INC 0.0%
Value ($000) $96 Shares 666 Est. Cost $149.09 Unrealized +10.2%
SGOV ISHARES 0 TO 3 MNTH 0.0%
Value ($000) $88 Shares 882 Est. Cost $100.72 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $88 Shares 382 Est. Cost $169.55 Unrealized +23.7%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $88 Shares 1,262 Est. Cost $64.05 Unrealized +8.3%
SHY ISHARES 1-3 YEAR TREASRY 0.0%
Value ($000) $86 Shares 1,044 Est. Cost $83.15 Unrealized
VOE VANGUARD MID CAP VALUE 0.0%
Value ($000) $85 Shares 527 Est. Cost $161.77 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $85 Shares 773 Est. Cost $89.95 Unrealized +21.4%
NTDOY NINTENDO LTD F 0.0%
Value ($000) $84 Shares 5,754 Est. Cost $13.32 Unrealized
FMS FRESENIUS MED CARE AG F 0.0%
Value ($000) $83 Shares 3,683 Est. Cost $21.30 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $83 Shares 131 Est. Cost $655.15 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV S F 0.0%
Value ($000) $83 Shares 1,655 Est. Cost $66.29 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $83 Shares 3,634 Est. Cost $19.19 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $83 Shares 703 Est. Cost $117.50 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $82 Shares 1,428 Est. Cost $60.33 Unrealized -2.5%
IHI ISHARES US MEDICAL 0.0%
Value ($000) $82 Shares 1,404 Est. Cost $59.22 Unrealized
TRV TRAVELERS COS INC 0.0%
Value ($000) $82 Shares 340 Est. Cost $219.49 Unrealized +11.6%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $82 Shares 709 Est. Cost $123.15 Unrealized 0.0%
DERM JOURNEY MED CORP 0.0%
Value ($000) $82 Shares 20,871 Est. Cost $5.17 Unrealized +5.7%
IRM IRON MTN INC NEW 0.0%
Value ($000) $81 Shares 769 Est. Cost $102.07 Unrealized +10.5%
HTHIY HITACHI LTD F 0.0%
Value ($000) $81 Shares 1,630 Est. Cost $53.00 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $80 Shares 647 Est. Cost $105.08 Unrealized +13.3%
NICE NICE LTD F 0.0%
Value ($000) $79 Shares 468 Est. Cost $171.60 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $79 Shares 1,321 Est. Cost $50.34 Unrealized -0.5%
BALL BALL CORP 0.0%
Value ($000) $79 Shares 1,428 Est. Cost $60.70 Unrealized -0.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $78 Shares 405 Est. Cost $172.85 Unrealized +9.8%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $77 Shares 1,058 Est. Cost $73.28 Unrealized 0.0%
COHEN STEERS QUAL INCOME 0.0%
Value ($000) $77 Shares 6,250 Est. Cost $12.24 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $76 Shares 732 Est. Cost $103.86 Unrealized 0.0%
DVA DAVITA INC 0.0%
Value ($000) $75 Shares 503 Est. Cost $147.74 Unrealized +6.1%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $75 Shares 457 Est. Cost $185.12 Unrealized -7.7%
MET METLIFE INC 0.0%
Value ($000) $75 Shares 911 Est. Cost $80.65 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $74 Shares 3,252 Est. Cost $18.78 Unrealized +14.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $74 Shares 1,740 Est. Cost $38.59 Unrealized +11.2%
RTX RTX CORP 0.0%
Value ($000) $73 Shares 631 Est. Cost $113.53 Unrealized +4.2%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $73 Shares 985 Est. Cost $52.46 Unrealized
WMG WARNER MUSIC GROUP CORP 0.0%
Value ($000) $72 Shares 2,329 Est. Cost $28.46 Unrealized +8.7%
KEY KEYCORP NEW 0.0%
Value ($000) $72 Shares 4,211 Est. Cost $14.86 Unrealized +14.3%
SOXX ISHARES SEMICONDUCTOR 0.0%
Value ($000) $71 Shares 331 Est. Cost $231.12 Unrealized
HIG HARTFORD FINL SVCS GROUP 0.0%
Value ($000) $70 Shares 642 Est. Cost $107.07 Unrealized +6.2%
IVW ISHARES S&P 500 GROWTH 0.0%
Value ($000) $70 Shares 691 Est. Cost $95.75 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS 0.0%
Value ($000) $70 Shares 9,432 Est. Cost $9.47 Unrealized -2.2%
AGNC AGNC INVT CORP 0.0%
Value ($000) $70 Shares 7,578 Est. Cost $10.46 Unrealized
CDW CDW CORP 0.0%
Value ($000) $69 Shares 398 Est. Cost $190.95 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $69 Shares 694 Est. Cost $105.08 Unrealized -2.6%
RTO RENTOKIL INITIAL PLC F 0.0%
Value ($000) $69 Shares 2,708 Est. Cost $24.93 Unrealized
VGLT VANGUARD LONG TERM 0.0%
Value ($000) $68 Shares 1,225 Est. Cost $61.54 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $68 Shares 2,252 Est. Cost $21.84 Unrealized +31.4%
EMLP FIRST TRUST NORTH 0.0%
Value ($000) $68 Shares 1,900 Est. Cost $33.61 Unrealized
RYTM RHYTHM PHARMACEUTICALS I 0.0%
Value ($000) $68 Shares 1,206 Est. Cost $47.92 Unrealized +15.3%
NTAP NETAPP INC 0.0%
Value ($000) $67 Shares 575 Est. Cost $121.10 Unrealized -1.6%
IR INGERSOLL RAND INC 0.0%
Value ($000) $66 Shares 728 Est. Cost $92.82 Unrealized +7.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $64 Shares 1,087 Est. Cost $46.78 Unrealized +18.4%
RNR RENAISSANCERE HOLDINGS F 0.0%
Value ($000) $62 Shares 250 Est. Cost $256.67 Unrealized +4.6%
SKWD SKYWARD SPECIALTY INS GR 0.0%
Value ($000) $61 Shares 1,216 Est. Cost $48.56 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $61 Shares 114 Est. Cost $527.67 Unrealized
IGIC INTERNTNL GEN INS HLDG F 0.0%
Value ($000) $60 Shares 2,535 Est. Cost $22.82 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $60 Shares 253 Est. Cost $233.00 Unrealized +6.6%
MLM MARTIN MARIETTA MATLS IN 0.0%
Value ($000) $57 Shares 110 Est. Cost $563.61 Unrealized 0.0%
BIL SPDR BLOOMBERG 1 3 MNTH 0.0%
Value ($000) $57 Shares 621 Est. Cost $91.81 Unrealized
KOF COCA-COLA FEMSA S A B F 0.0%
Value ($000) $57 Shares 728 Est. Cost $88.72 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $56 Shares 2,114 Est. Cost $26.68 Unrealized -5.9%
CRL CHARLES RIV LABORATORIES 0.0%
Value ($000) $56 Shares 301 Est. Cost $192.63 Unrealized 0.0%
FS SPECIALTY LENDING FUN 0.0%
Value ($000) $54 Shares 15,826 Est. Cost $3.47 Unrealized
STX SEAGATE TECHNOLOGY HLD F 0.0%
Value ($000) $53 Shares 610 Est. Cost $98.96 Unrealized -0.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $52 Shares 374 Est. Cost $163.95 Unrealized -9.2%
DDOG DATADOG INC 0.0%
Value ($000) $52 Shares 364 Est. Cost $116.83 Unrealized +17.6%
XLK TECHNOLOGY SELECT SECTOR 0.0%
Value ($000) $52 Shares 223 Est. Cost $225.76 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $51 Shares 175 Est. Cost $300.91 Unrealized 0.0%
FUN SIX FLAGS ENTMT CORP 0.0%
Value ($000) $50 Shares 1,031 Est. Cost $43.85 Unrealized 0.0%
IBN ICICI BK LTD F 0.0%
Value ($000) $50 Shares 1,661 Est. Cost $29.85 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $48 Shares 1,285 Est. Cost $21.08 Unrealized +53.2%
AMLP ALPS ALERIAN MLP ETF 0.0%
Value ($000) $47 Shares 982 Est. Cost $47.25 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 8,373 Est. Cost $4.27 Unrealized +61.6%
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $44 Shares 181 Est. Cost $243.05 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $43 Shares 174 Est. Cost $200.30 Unrealized +26.7%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $43 Shares 701 Est. Cost $33.18 Unrealized +67.5%
KO THE COCA-COLA CO 0.0%
Value ($000) $43 Shares 685 Est. Cost $65.65 Unrealized -3.9%
ALAB ASTERA LABS INC 0.0%
Value ($000) $42 Shares 319 Est. Cost $93.85 Unrealized 0.0%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $42 Shares 1,243 Est. Cost $39.82 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $41 Shares 1,515 Est. Cost $30.33 Unrealized -6.8%
AAON AAON INC 0.0%
Value ($000) $40 Shares 342 Est. Cost $90.83 Unrealized +34.3%
RCL ROYAL CARIBBEAN GROUP F 0.0%
Value ($000) $40 Shares 174 Est. Cost $218.15 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $40 Shares 260 Est. Cost $162.90 Unrealized -3.9%
QTEC FIRST TST NASDAQ 100 0.0%
Value ($000) $38 Shares 203 Est. Cost $191.31 Unrealized
BUCK SIMPLIFY TREASURY OPTION 0.0%
Value ($000) $37 Shares 1,523 Est. Cost $24.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $37 Shares 76 Est. Cost $516.36 Unrealized +2.1%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $37 Shares 652 Est. Cost $43.65 Unrealized +20.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $37 Shares 485 Est. Cost $83.23 Unrealized
MTSI MACOM TECHNOLOGY SOLUTIO 0.0%
Value ($000) $36 Shares 279 Est. Cost $125.79 Unrealized 0.0%
PSTG PURE STORAGE INC 0.0%
Value ($000) $36 Shares 588 Est. Cost $56.53 Unrealized -1.5%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $36 Shares 194 Est. Cost $140.63 Unrealized +11.1%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $36 Shares 271 Est. Cost $134.19 Unrealized -3.0%
DASH DOORDASH INC 0.0%
Value ($000) $36 Shares 212 Est. Cost $164.28 Unrealized 0.0%
SW SMURFIT WESTROCK PLC F 0.0%
Value ($000) $35 Shares 641 Est. Cost $43.84 Unrealized +12.7%
ESAB ESAB CORP 0.0%
Value ($000) $34 Shares 287 Est. Cost $120.30 Unrealized 0.0%
CVNA CARVANA CO 0.0%
Value ($000) $34 Shares 169 Est. Cost $224.63 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $34 Shares 124 Est. Cost $311.40 Unrealized 0.0%
APG API GROUP CORP 0.0%
Value ($000) $34 Shares 932 Est. Cost $23.78 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $34 Shares 1,027 Est. Cost $33.25 Unrealized +2.9%
DVY ISHARES SELECT DIVIDEND 0.0%
Value ($000) $33 Shares 255 Est. Cost $135.06 Unrealized
TPG TPG INC 0.0%
Value ($000) $33 Shares 531 Est. Cost $65.70 Unrealized 0.0%
CNM CORE & MAIN INC 0.0%
Value ($000) $33 Shares 654 Est. Cost $47.90 Unrealized -1.6%
FTI TECHNIPFMC PLC F 0.0%
Value ($000) $33 Shares 1,126 Est. Cost $26.26 Unrealized +7.6%
GAP GAP INC 0.0%
Value ($000) $32 Shares 1,374 Est. Cost $21.30 Unrealized +3.1%
LEN LENNAR CORP 0.0%
Value ($000) $32 Shares 233 Est. Cost $159.73 Unrealized 0.0%
EME EMCOR GROUP INC 0.0%
Value ($000) $32 Shares 70 Est. Cost $376.44 Unrealized +25.4%
VNO VORNADO RLTY TR 0.0%
Value ($000) $32 Shares 753 Est. Cost $42.04 Unrealized
INFORMATICA INC 0.0%
Value ($000) $32 Shares 1,217 Est. Cost $25.93 Unrealized
AWI ARMSTRONG WORLD INDS INC 0.0%
Value ($000) $32 Shares 223 Est. Cost $145.73 Unrealized 0.0%
KURE KRNSHR MSCI AL CHNA HLTH 0.0%
Value ($000) $31 Shares 2,217 Est. Cost $16.71 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $31 Shares 212 Est. Cost $130.96 Unrealized +11.3%
TLT ISHARES 20 PLS YEAR 0.0%
Value ($000) $31 Shares 357 Est. Cost $98.10 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $31 Shares 2,393 Est. Cost $14.82 Unrealized 0.0%
PR PERMIAN RES CORP 0.0%
Value ($000) $31 Shares 2,133 Est. Cost $14.49 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $31 Shares 367 Est. Cost $74.68 Unrealized +14.8%
CRBG COREBRIDGE FINL INC 0.0%
Value ($000) $30 Shares 1,006 Est. Cost $27.05 Unrealized +10.0%
KBA KRANESHARS BR MS CH 50 0.0%
Value ($000) $30 Shares 1,279 Est. Cost $25.93 Unrealized
AZEK CO INC 0.0%
Value ($000) $30 Shares 628 Est. Cost $46.80 Unrealized
ITT ITT INC 0.0%
Value ($000) $30 Shares 207 Est. Cost $149.74 Unrealized 0.0%
UNITED STS STL CORP NEW 0.0%
Value ($000) $30 Shares 869 Est. Cost $33.99 Unrealized
AMCOR PLC F 0.0%
Value ($000) $29 Shares 3,115 Est. Cost $10.13 Unrealized -0.3%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $29 Shares 98 Est. Cost $311.23 Unrealized 0.0%
CR CRANE CO 0.0%
Value ($000) $29 Shares 188 Est. Cost $149.52 Unrealized +9.7%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $28 Shares 246 Est. Cost $130.47 Unrealized 0.0%
CYBERARK SOFTWARE LTD F 0.0%
Value ($000) $28 Shares 84 Est. Cost $292.57 Unrealized
NTNX NUTANIX INC 0.0%
Value ($000) $28 Shares 456 Est. Cost $54.94 Unrealized +19.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $28 Shares 1,593 Est. Cost $10.58 Unrealized +35.9%
NGEX MINERALS LTD F 0.0%
Value ($000) $28 Shares 2,948 Est. Cost $9.35 Unrealized
NXPI NXP SEMICONDUCTORS N V F 0.0%
Value ($000) $27 Shares 132 Est. Cost $224.67 Unrealized -0.9%
MAS MASCO CORP 0.0%
Value ($000) $27 Shares 375 Est. Cost $78.41 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $26 Shares 230 Est. Cost $128.40 Unrealized -5.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $26 Shares 37 Est. Cost $804.87 Unrealized 0.0%
EVVTY EVOLUTION AB F 0.0%
Value ($000) $26 Shares 338 Est. Cost $98.18 Unrealized
SPYM SPDR PORTFOLIO S&P 500 0.0%
Value ($000) $26 Shares 376 Est. Cost $67.51 Unrealized
PSN PARSONS CORP DEL 0.0%
Value ($000) $26 Shares 280 Est. Cost $101.96 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $25 Shares 470 Est. Cost $41.76 Unrealized +23.8%
ATI ATI INC 0.0%
Value ($000) $25 Shares 460 Est. Cost $58.97 Unrealized 0.0%
SPYV SPDR S&P 500 VALUE ETF 0.0%
Value ($000) $25 Shares 495 Est. Cost $52.86 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $25 Shares 138 Est. Cost $168.32 Unrealized +12.2%
CSL CARLISLE COS INC 0.0%
Value ($000) $25 Shares 68 Est. Cost $406.30 Unrealized +5.6%
XLU SELECT SECTOR UTI SELECT 0.0%
Value ($000) $25 Shares 330 Est. Cost $80.78 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $24 Shares 43 Est. Cost $569.56 Unrealized
XLE ENERGY SELECT SECTOR 0.0%
Value ($000) $24 Shares 284 Est. Cost $88.03 Unrealized
XLP SPDR FUND CONSUMER 0.0%
Value ($000) $24 Shares 305 Est. Cost $83.00 Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $24 Shares 142 Est. Cost $182.71 Unrealized 0.0%
SVOL SIMPLIFY VOLATILITY 0.0%
Value ($000) $24 Shares 1,132 Est. Cost $21.96 Unrealized
VGSH VANGUARD SHORT TERM 0.0%
Value ($000) $23 Shares 395 Est. Cost $59.02 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $23 Shares 266 Est. Cost $82.53 Unrealized
UPRO PROSHARES ULTRAPRO S&P 0.0%
Value ($000) $22 Shares 250 Est. Cost $86.19 Unrealized
NUVEEN MUNICIPAL VALUE C 0.0%
Value ($000) $21 Shares 2,475 Est. Cost $9.02 Unrealized
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $21 Shares 992 Est. Cost $18.38 Unrealized +11.2%
PHYS SPROTT PHYSICAL GOLD ETV 0.0%
Value ($000) $21 Shares 1,040 Est. Cost $20.38 Unrealized
CCJ CAMECO CORP F 0.0%
Value ($000) $20 Shares 397 Est. Cost $43.42 Unrealized +25.1%
XBI SPDR S&P BIOTECH ETF IV 0.0%
Value ($000) $20 Shares 225 Est. Cost $98.80 Unrealized
COWZ PACER US CASH COWS 100 0.0%
Value ($000) $19 Shares 340 Est. Cost $57.83 Unrealized
XLG INVSC S P 500 TOP 50 0.0%
Value ($000) $19 Shares 381 Est. Cost $47.53 Unrealized
SPTI SPDR PORT INTER TRM 0.0%
Value ($000) $19 Shares 668 Est. Cost $29.06 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $18 Shares 201 Est. Cost $101.17 Unrealized -3.0%
BLD TOPBUILD CORP 0.0%
Value ($000) $18 Shares 57 Est. Cost $366.68 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $17 Shares 806 Est. Cost $19.64 Unrealized +10.4%
NUVEEN QUALITY MUNICIPAL 0.0%
Value ($000) $17 Shares 1,470 Est. Cost $12.38 Unrealized
NUVEEN AMT FREE QUALITY 0.0%
Value ($000) $17 Shares 1,515 Est. Cost $11.97 Unrealized
WESTERN ASSET MUNICIPAL 0.0%
Value ($000) $17 Shares 2,508 Est. Cost $7.23 Unrealized
INVESCO QLTY MUN INCM TR 0.0%
Value ($000) $17 Shares 1,716 Est. Cost $10.44 Unrealized
EATON VANCE MUNICIPAL BN 0.0%
Value ($000) $17 Shares 1,632 Est. Cost $10.76 Unrealized
EATON VANCE MUNICIPAL IN 0.0%
Value ($000) $17 Shares 1,672 Est. Cost $10.97 Unrealized
KCCA KRANESHARES CLRN CRB ALW 0.0%
Value ($000) $17 Shares 852 Est. Cost $21.47 Unrealized
WESTERN ASST MNGD MUNCPL 0.0%
Value ($000) $17 Shares 1,626 Est. Cost $10.84 Unrealized
PUTNAM MANAGED MUNICIPAL 0.0%
Value ($000) $16 Shares 2,749 Est. Cost $6.51 Unrealized
SPAB SPDR AGGREGATE BOND ETF 0.0%
Value ($000) $16 Shares 656 Est. Cost $26.14 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $16 Shares 133 Est. Cost $120.40 Unrealized +2.4%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $16 Shares 198 Est. Cost $62.51 Unrealized +25.8%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $16 Shares 627 Est. Cost $26.28 Unrealized
MMM 3M CO 0.0%
Value ($000) $16 Shares 121 Est. Cost $119.14 Unrealized +7.8%
AVGO BROADCOM INC COM 0.0%
Value ($000) $16 Shares 67 Est. Cost $160.61 Unrealized +13.9%
OMFL INVESCO RUSSELL 1000 0.0%
Value ($000) $14 Shares 267 Est. Cost $52.98 Unrealized
IONS IONIS PHARMACEUTICALS IN 0.0%
Value ($000) $14 Shares 400 Est. Cost $46.53 Unrealized -19.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $14 Shares 105 Est. Cost $142.04 Unrealized
SPTL SPDR LONG TERM TREASURY 0.0%
Value ($000) $14 Shares 526 Est. Cost $29.07 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $14 Shares 202 Est. Cost $71.53 Unrealized
REM ISHARES MORTGAGE REAL 0.0%
Value ($000) $13 Shares 589 Est. Cost $23.73 Unrealized
PAA PLAINS ALL AMERICAN P LP 0.0%
Value ($000) $12 Shares 730 Est. Cost $17.37 Unrealized
OHI OMEGA HEALTHCARE INVS IN 0.0%
Value ($000) $12 Shares 324 Est. Cost $40.70 Unrealized
NUVEEN SELECT TAX-FREE I 0.0%
Value ($000) $12 Shares 788 Est. Cost $15.11 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.0%
Value ($000) $12 Shares 134 Est. Cost $82.93 Unrealized
MMTM SPDR SP 1500 MOMENTUM 0.0%
Value ($000) $12 Shares 45 Est. Cost $251.77 Unrealized
XMVFX BLACKROCK MUNIVEST CF 0.0%
Value ($000) $11 Shares 1,618 Est. Cost $7.60 Unrealized
VGK VANGUARD FTSE EUROPE 0.0%
Value ($000) $11 Shares 179 Est. Cost $71.09 Unrealized
INVESCO MUNI OPPORTUNITY 0.0%
Value ($000) $11 Shares 1,151 Est. Cost $10.27 Unrealized
BLACKROCK MUNIYIELD QUAL 0.0%
Value ($000) $11 Shares 981 Est. Cost $12.00 Unrealized
KRANESHS INT AND CALL 0.0%
Value ($000) $11 Shares 985 Est. Cost $12.33 Unrealized
XMQTX BLACKROCK MUNIYLD QUALIT 0.0%
Value ($000) $10 Shares 1,058 Est. Cost $10.82 Unrealized
SIRI SIRIUSXM HLDGS INC 0.0%
Value ($000) $10 Shares 450 Est. Cost $31.06 Unrealized -17.9%
PSLV SPROTT PHYSICAL SILVER E 0.0%
Value ($000) $10 Shares 1,052 Est. Cost $10.45 Unrealized
EATON VANCE NATNL MUNICI 0.0%
Value ($000) $10 Shares 612 Est. Cost $17.95 Unrealized
GGAL GRUPO FINANCIERO GALIC F 0.0%
Value ($000) $10 Shares 161 Est. Cost $42.08 Unrealized
CP CANADIAN PACIFIC KANSA F 0.0%
Value ($000) $10 Shares 138 Est. Cost $81.43 Unrealized -6.1%
BMA BANCO MACRO S A F 0.0%
Value ($000) $9 Shares 96 Est. Cost $63.50 Unrealized
SPSM SPDR PORTFOLIO S&P 600 0.0%
Value ($000) $9 Shares 201 Est. Cost $45.50 Unrealized
YPF YPF SOCIEDAD ANONIMA F 0.0%
Value ($000) $9 Shares 205 Est. Cost $21.21 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $9 Shares 72 Est. Cost $112.73 Unrealized +4.4%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $8 Shares 786 Est. Cost $7.81 Unrealized +18.9%
INTU INTUIT COM 0.0%
Value ($000) $8 Shares 13 Est. Cost $633.77 Unrealized +0.1%
DJT TRUMP MEDIA & TECHNO 0.0%
Value ($000) $8 Shares 233 Est. Cost $24.24 Unrealized +31.1%
PAM PAMPA ENERGIA S A F 0.0%
Value ($000) $8 Shares 90 Est. Cost $60.03 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $8 Shares 45 Est. Cost $133.67 Unrealized +26.3%
JPST JPMORGAN ULTRA SHORT 0.0%
Value ($000) $8 Shares 154 Est. Cost $50.73 Unrealized
EZU ISHARES MSCI EUROZONE 0.0%
Value ($000) $8 Shares 164 Est. Cost $51.27 Unrealized
NLR VANECK URANIUM AND 0.0%
Value ($000) $7 Shares 92 Est. Cost $81.32 Unrealized
OMFS INVESCO RUSSLL 2000 DYMC 0.0%
Value ($000) $7 Shares 188 Est. Cost $39.54 Unrealized
MSOS ADVISORSHARES PURE US 0.0%
Value ($000) $7 Shares 1,922 Est. Cost $7.17 Unrealized
XLY SPDR FUND CONSUMER 0.0%
Value ($000) $7 Shares 31 Est. Cost $200.35 Unrealized
IJH ISHARES CORE S&P MID CAP 0.0%
Value ($000) $7 Shares 111 Est. Cost $62.31 Unrealized
EMBJ EMBRAER S A F 0.0%
Value ($000) $7 Shares 183 Est. Cost $35.36 Unrealized
IMFL INVESCO INTERN DVLP DYN 0.0%
Value ($000) $7 Shares 280 Est. Cost $25.50 Unrealized
IREN IREN LTD F 0.0%
Value ($000) $6 Shares 651 Est. Cost $10.66 Unrealized 0.0%
DEED FIRST TRUST TCW SECURTZD 0.0%
Value ($000) $6 Shares 306 Est. Cost $21.76 Unrealized
QFIN QIFU TECHNOLOGY INC F 0.0%
Value ($000) $6 Shares 162 Est. Cost $29.80 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.0%
Value ($000) $6 Shares 47 Est. Cost $135.43 Unrealized
VERONA PHARMA PLC F 0.0%
Value ($000) $6 Shares 131 Est. Cost $28.76 Unrealized
GROY GOLD ROYALTY CORP REGISTERED SHS ISIN#CA38071H1064 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.36 Unrealized -1.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $468.46 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $6 Shares 32 Est. Cost $192.96 Unrealized +0.1%
IXC ISHARES GLOBAL ENERGY 0.0%
Value ($000) $6 Shares 152 Est. Cost $40.47 Unrealized
NFE NEW FORTRESS ENERGY A 0.0%
Value ($000) $6 Shares 377 Est. Cost $15.42 Unrealized -32.8%
MUFG MITSUBISHI UFJ FINL GR F 0.0%
Value ($000) $6 Shares 484 Est. Cost $10.18 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $111.69 Unrealized -11.6%
UBS UBS GROUP AG F 0.0%
Value ($000) $5 Shares 181 Est. Cost $30.05 Unrealized +5.5%
JNK SPDR BLMBRG BRCLY HGH YD 0.0%
Value ($000) $5 Shares 57 Est. Cost $97.41 Unrealized
ABBNY ABB LTD F 0.0%
Value ($000) $5 Shares 100 Est. Cost $57.91 Unrealized
VXUS VANGUARD TOTAL 0.0%
Value ($000) $5 Shares 88 Est. Cost $58.92 Unrealized
SAP SAP SE F 0.0%
Value ($000) $5 Shares 21 Est. Cost $229.05 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $5 Shares 3 Est. Cost $1882.53 Unrealized +3.4%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $5 Shares 31 Est. Cost $202.36 Unrealized -11.5%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $5 Shares 1 Est. Cost $3794.03 Unrealized +25.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $5 Shares 14 Est. Cost $332.51 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL IN F 0.0%
Value ($000) $5 Shares 213 Est. Cost $18.02 Unrealized
TBT PROSHRES ULTRASHT 20 PLS 0.0%
Value ($000) $5 Shares 126 Est. Cost $29.78 Unrealized
BBVA BANCO BILBAO VIZCAYA A F 0.0%
Value ($000) $5 Shares 472 Est. Cost $10.84 Unrealized
BCS BARCLAYS PLC F 0.0%
Value ($000) $5 Shares 341 Est. Cost $12.15 Unrealized
SE SEA LTD F 0.0%
Value ($000) $4 Shares 42 Est. Cost $106.10 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $4 Shares 1,475 Est. Cost $3.53 Unrealized
HYG ISHARES IBOXX HIGH YIELD 0.0%
Value ($000) $4 Shares 56 Est. Cost $80.29 Unrealized
PNQI INVSC NASDAQ INTERNET 0.0%
Value ($000) $4 Shares 93 Est. Cost $43.44 Unrealized
SMFG SUMITOMO MITSUI FINL G F 0.0%
Value ($000) $4 Shares 299 Est. Cost $12.63 Unrealized
RELX RELX PLC F 0.0%
Value ($000) $4 Shares 95 Est. Cost $47.45 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $71.41 Unrealized 0.0%
IYF ISHARES US FINANCIALS 0.0%
Value ($000) $4 Shares 38 Est. Cost $103.89 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $68.74 Unrealized +34.5%
TSM TAIWAN SEMICONDUCTOR M F 0.0%
Value ($000) $4 Shares 21 Est. Cost $197.43 Unrealized
TIGR UP FINTECH HLDG LTD F 0.0%
Value ($000) $4 Shares 638 Est. Cost $6.46 Unrealized
KGC KINROSS GOLD CORP F 0.0%
Value ($000) $4 Shares 444 Est. Cost $8.98 Unrealized +9.8%
BAESY BAE SYS PLC F 0.0%
Value ($000) $4 Shares 72 Est. Cost $66.35 Unrealized
XLF SELECT STR FINANCIAL 0.0%
Value ($000) $4 Shares 85 Est. Cost $45.31 Unrealized
SPOT SPOTIFY TECHNOLOGY S A F 0.0%
Value ($000) $4 Shares 9 Est. Cost $417.58 Unrealized +2.5%
ETHE GRAYSCALE ETHEREUM TR ET 0.0%
Value ($000) $4 Shares 143 Est. Cost $21.89 Unrealized
HMY HARMONY GOLD MNG LTD F 0.0%
Value ($000) $4 Shares 482 Est. Cost $10.17 Unrealized
CDNS CADENCE DESIGN SYS INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $276.46 Unrealized +5.2%
TCEHY TENCENT HLDGS LTD F 0.0%
Value ($000) $4 Shares 73 Est. Cost $53.16 Unrealized
ERIC ERICSSON F 0.0%
Value ($000) $4 Shares 476 Est. Cost $8.06 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $4 Shares 30 Est. Cost $119.51 Unrealized 0.0%
INFY INFOSYS LTD F 0.0%
Value ($000) $4 Shares 170 Est. Cost $21.92 Unrealized
KT KT CORP F 0.0%
Value ($000) $4 Shares 238 Est. Cost $15.51 Unrealized
NKE NIKE INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $76.01 Unrealized +0.6%
CMPGY COMPASS GROUP PLC F 0.0%
Value ($000) $4 Shares 107 Est. Cost $32.41 Unrealized
ING ING GROEP ADR REP 1 OR F 0.0%
Value ($000) $3 Shares 223 Est. Cost $18.15 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $210.79 Unrealized -5.9%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $3 Shares 372 Est. Cost $8.96 Unrealized
SIEGY SIEMENS A G F 0.0%
Value ($000) $3 Shares 35 Est. Cost $101.03 Unrealized
CHKP CHECK POINT SOFTWARE T F 0.0%
Value ($000) $3 Shares 18 Est. Cost $188.34 Unrealized 0.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.65 Unrealized -0.7%
NVS NOVARTIS AG F 0.0%
Value ($000) $3 Shares 33 Est. Cost $115.00 Unrealized
AEG AEGON LTD ADR F 0.0%
Value ($000) $3 Shares 511 Est. Cost $6.39 Unrealized
TCOM TRIP COM GROUP LTD F 0.0%
Value ($000) $3 Shares 43 Est. Cost $68.65 Unrealized
PROSY PROSUS N V F 0.0%
Value ($000) $3 Shares 371 Est. Cost $7.94 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $522.72 Unrealized 0.0%
IAU ISHARES GOLD ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $49.51 Unrealized
VCIT VANGUARD INTERMEDIATE 0.0%
Value ($000) $3 Shares 32 Est. Cost $80.25 Unrealized
KLAC KLA CORP COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $722.08 Unrealized -7.3%
SUB ISHARES SHORT TERM NTNL 0.0%
Value ($000) $2 Shares 23 Est. Cost $106.19 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $122.00 Unrealized -0.4%
VONG VANGUARD RUSSELL 1000 0.0%
Value ($000) $2 Shares 22 Est. Cost $96.52 Unrealized
ANET ARISTA NETWORKS INC COM NEW 0.0%
Value ($000) $2 Shares 20 Est. Cost $102.84 Unrealized 0.0%
GRAL GRAIL INC 0.0%
Value ($000) $2 Shares 123 Est. Cost $15.16 Unrealized +7.2%
FUTU FUTU HLDGS LTD F 0.0%
Value ($000) $2 Shares 26 Est. Cost $79.92 Unrealized
EUFN ISHARES MSCI EUROPE 0.0%
Value ($000) $2 Shares 88 Est. Cost $24.73 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $2 Shares 8 Est. Cost $220.88 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $2 Shares 16 Est. Cost $111.58 Unrealized -1.5%
SJNK SPDR BLMRG SHR TR HG YLD 0.0%
Value ($000) $2 Shares 68 Est. Cost $25.75 Unrealized
PICK ISHARES MSCI GLL MET MIN 0.0%
Value ($000) $2 Shares 49 Est. Cost $43.20 Unrealized
HEWJ ISHARES CURRENCY HEDGED 0.0%
Value ($000) $2 Shares 40 Est. Cost $42.60 Unrealized
HYS PIMCO 0-5 YEAR HIGH YLD 0.0%
Value ($000) $2 Shares 18 Est. Cost $95.50 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $2 Shares 84 Est. Cost $19.91 Unrealized +5.9%
HYLB XTRACKERS USD HIGH YIELD 0.0%
Value ($000) $2 Shares 46 Est. Cost $36.91 Unrealized
USHY ISHARES BROAD USD HG YLD 0.0%
Value ($000) $2 Shares 45 Est. Cost $37.64 Unrealized
BND VANGUARD TOTAL BOND 0.0%
Value ($000) $1 Shares 19 Est. Cost $71.89 Unrealized
AAXJ ISHARES MSCI ALL COUNT 0.0%
Value ($000) $1 Shares 18 Est. Cost $72.17 Unrealized
TMF DIR DAILY 20 YEAR TRSRY 0.0%
Value ($000) $1 Shares 31 Est. Cost $57.76 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $1 Shares 522 Est. Cost $2.29 Unrealized -8.8%
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $251.72 Unrealized +17.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $265.38 Unrealized +23.0%
RWO SPDR DOW JONE GLOBAL 0.0%
Value ($000) $1 Shares 17 Est. Cost $42.88 Unrealized
DZSIQ DZS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.63 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $235.95 Unrealized -5.3%
PSFE PAYSAFE LTD F 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.76 Unrealized -2.4%
ETH GRAYSCALE ETHEREUM MINI 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.40 Unrealized
BKKT BAKKT HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $14.79 Unrealized +25.1%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.35 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.04 Unrealized +42.5%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $12.99 Unrealized 0.0%
TNF PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 34 Est. Cost $1.62 Unrealized
CBWTF AUXLY CANNABIS GROUP I F 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $0.03 Unrealized +3.9%
GOEVQ CANOO INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized
CANNABIS SCIENCE INC XXX 0.0%
Value ($000) $0 Shares 275 Est. Cost Unrealized
GLOBAL 1 INV HLDGS XXX 0.0%
Value ($000) $0 Shares 15,000 Est. Cost Unrealized
SMARTDISK CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
TOMDF TODOS MEDICAL LTD F 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized -36.8%
NEW SOURCE ENERG 11 XXX 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
WEED GROWTH FUND INC 0.0%
Value ($000) $0 Shares 239 Est. Cost Unrealized
NUVEEN INTERMEDIATE DXXX 0.0%
Value ($000) $0 Shares 812 Est. Cost Unrealized
ULTIMATE RACK INC XXX 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
EAGLE MOUNTAIN CORPORXXX 0.0%
Value ($000) $0 Shares 44 Est. Cost Unrealized
ALEAF ALEAFIA HEALTH INC F 0.0%
Value ($000) $0 Shares 418 Est. Cost Unrealized
BLMH BLUM HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.44 Unrealized -11.9%