ORG Partners LLC Quant / Systematic

CIK: 0001979372 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 14, 2026

Total Value ($000): $568,001 (100.0% shares, 0.0% debt)

Holdings (1,708)

New Positions (253)

JOHN HANCOCK PREMIUM DIV 0.3%
Value ($000) $1,524 Shares 120,000 Est. Cost $12.70 Unrealized
NUVEEN AMT FREE MNCPL CR 0.1%
Value ($000) $633 Shares 50,000 Est. Cost $12.66 Unrealized
NUVEEN CLIFORNIA QULTY M 0.1%
Value ($000) $522 Shares 44,224 Est. Cost $11.81 Unrealized
FXI ISHARES TR CHINA LARGE-CAP ETF 0.0%
Value ($000) $230 Shares 6,000 Est. Cost $38.29 Unrealized
JEPI JPMORGAN EQUITY PREMIUM 0.0%
Value ($000) $219 Shares 3,824 Est. Cost $57.24 Unrealized
TTE TOTALENERGIES F 0.0%
Value ($000) $206 Shares 3,156 Est. Cost $63.23 Unrealized 0.0%
XBI STATE STREET SPDR S&P 0.0%
Value ($000) $130 Shares 1,066 Est. Cost $121.93 Unrealized
WPAY ROUNDHILL WEEKLYPAY 0.0%
Value ($000) $111 Shares 2,648 Est. Cost $41.86 Unrealized
FS SPECIALTY LENDING 0.0%
Value ($000) $81 Shares 5,710 Est. Cost $14.14 Unrealized
AKRE AKRE FOCUS ETF 0.0%
Value ($000) $69 Shares 1,059 Est. Cost $65.51 Unrealized
AIPI REX AI EQUITY PREMIUM 0.0%
Value ($000) $60 Shares 1,490 Est. Cost $40.05 Unrealized
GOCT FT VEST US EQTY MOD BUFR 0.0%
Value ($000) $59 Shares 1,500 Est. Cost $39.29 Unrealized
GSVRF GUANAJUATO SILVER CO L F 0.0%
Value ($000) $58 Shares 119,825 Est. Cost $0.33 Unrealized 0.0%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $55 Shares 500 Est. Cost $109.66 Unrealized
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $41 Shares 2,146 Est. Cost $19.13 Unrealized
AGIX KRANESHARES ART INT ETF 0.0%
Value ($000) $36 Shares 989 Est. Cost $36.30 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $33 Shares 3,570 Est. Cost $9.81 Unrealized 0.0%
KOID KRANESHARES GLB HUM AND 0.0%
Value ($000) $30 Shares 943 Est. Cost $31.85 Unrealized
FTHM FATHOM HLDGS INC COM 0.0%
Value ($000) $30 Shares 29,412 Est. Cost $1.35 Unrealized 0.0%
SPTM ST SRT SPDR PTFL S&P 0.0%
Value ($000) $30 Shares 360 Est. Cost $82.50 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.74 Unrealized 0.0%
ORN ORION GROUP HLDGS INC 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $9.69 Unrealized 0.0%
IMNM IMMUNOME INC 0.0%
Value ($000) $19 Shares 880 Est. Cost $17.55 Unrealized 0.0%
MYE MYERS INDS INC 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $17.66 Unrealized 0.0%
UGI UGI CORP NEW 0.0%
Value ($000) $19 Shares 500 Est. Cost $35.42 Unrealized 0.0%
KRE ST SRT SPDR S&P RGNL 0.0%
Value ($000) $18 Shares 280 Est. Cost $64.81 Unrealized
ENS ENERSYS 0.0%
Value ($000) $18 Shares 123 Est. Cost $133.36 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS 0.0%
Value ($000) $17 Shares 352 Est. Cost $47.08 Unrealized 0.0%
BALL BALL CORP 0.0%
Value ($000) $15 Shares 283 Est. Cost $49.09 Unrealized 0.0%
CONY TIDAL ETF TR II YIELDMAX 0.0%
Value ($000) $15 Shares 371 Est. Cost $39.49 Unrealized
PPH VANECK PHARMACEUTICAL 0.0%
Value ($000) $14 Shares 140 Est. Cost $103.16 Unrealized
ALSN ALLISON TRANSMISSION HLD 0.0%
Value ($000) $13 Shares 133 Est. Cost $87.50 Unrealized 0.0%
G GENPACT LTD F 0.0%
Value ($000) $12 Shares 266 Est. Cost $43.25 Unrealized 0.0%
SYSB ISHARES SYSTEMATIC BOND 0.0%
Value ($000) $12 Shares 132 Est. Cost $89.74 Unrealized
AYASF AYA GOLD & SILVER INC F 0.0%
Value ($000) $12 Shares 815 Est. Cost $12.17 Unrealized 0.0%
MTDR MATADOR RES CO 0.0%
Value ($000) $12 Shares 275 Est. Cost $42.00 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $11 Shares 131 Est. Cost $84.17 Unrealized 0.0%
RHI ROBERT HALF INC 0.0%
Value ($000) $11 Shares 411 Est. Cost $28.54 Unrealized 0.0%
UL UNILEVER PLC F 0.0%
Value ($000) $11 Shares 168 Est. Cost $65.40 Unrealized
HROW HARROW INC 0.0%
Value ($000) $11 Shares 221 Est. Cost $41.98 Unrealized 0.0%
EPR EPR PPTYS 0.0%
Value ($000) $11 Shares 215 Est. Cost $49.89 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $88.25 Unrealized 0.0%
LQDA LIQUIDIA CORP 0.0%
Value ($000) $10 Shares 297 Est. Cost $28.47 Unrealized 0.0%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $9 Shares 233 Est. Cost $35.54 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $9 Shares 206 Est. Cost $46.61 Unrealized 0.0%
BLOX NICHOLAS CRYPTO INCOME 0.0%
Value ($000) $9 Shares 503 Est. Cost $17.50 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $9 Shares 262 Est. Cost $33.82 Unrealized 0.0%
CRH CRH PUBLIC LIMITED CO F 0.0%
Value ($000) $9 Shares 69 Est. Cost $119.13 Unrealized 0.0%
KRC KILROY RLTY CORP 0.0%
Value ($000) $9 Shares 229 Est. Cost $37.36 Unrealized
GMINF G MINING VENTURES CO F 0.0%
Value ($000) $9 Shares 282 Est. Cost $23.26 Unrealized 0.0%
BDRBF BOMBARDIER INC F 0.0%
Value ($000) $8 Shares 50 Est. Cost $151.34 Unrealized 0.0%
AGEM ABRDN EMERGING MARKETS 0.0%
Value ($000) $8 Shares 219 Est. Cost $38.55 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $8 Shares 56 Est. Cost $131.27 Unrealized 0.0%
WARNER BROS DISCOVERYXXX 0.0%
Value ($000) $8 Shares 288 Est. Cost $28.82 Unrealized
CHAT ROUNDHILL GENERATIVE AI 0.0%
Value ($000) $8 Shares 140 Est. Cost $58.96 Unrealized
BYD BOYD GAMING CORP 0.0%
Value ($000) $8 Shares 95 Est. Cost $82.27 Unrealized 0.0%
CGNX COGNEX CORP 0.0%
Value ($000) $8 Shares 220 Est. Cost $40.43 Unrealized 0.0%
AGCO AGCO CORP DEL 0.0%
Value ($000) $8 Shares 72 Est. Cost $105.99 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $7 Shares 49 Est. Cost $148.78 Unrealized 0.0%
NNN NNN REIT INC 0.0%
Value ($000) $7 Shares 186 Est. Cost $39.63 Unrealized
JAZZ JAZZ PHARMACEUTICALS P F 0.0%
Value ($000) $7 Shares 43 Est. Cost $153.31 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV S F 0.0%
Value ($000) $7 Shares 114 Est. Cost $64.03 Unrealized
MLPX GLOBAL X MLP & ENERGY 0.0%
Value ($000) $7 Shares 119 Est. Cost $60.53 Unrealized
WAY WAYSTAR HLDG CORP 0.0%
Value ($000) $7 Shares 215 Est. Cost $35.62 Unrealized 0.0%
AYI ACUITY INC. 0.0%
Value ($000) $7 Shares 19 Est. Cost $361.21 Unrealized 0.0%
VZLA VIZSLA SILVER CORP F 0.0%
Value ($000) $7 Shares 1,250 Est. Cost $4.70 Unrealized 0.0%
PNBK PATRIOT NATL BANCORP INC 0.0%
Value ($000) $7 Shares 3,700 Est. Cost $1.38 Unrealized 0.0%
NVST ENVISTA HLDGS CORP 0.0%
Value ($000) $7 Shares 307 Est. Cost $20.52 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $6 Shares 62 Est. Cost $108.25 Unrealized 0.0%
TXG 10X GENOMICS INC 0.0%
Value ($000) $6 Shares 392 Est. Cost $15.11 Unrealized 0.0%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $6 Shares 118 Est. Cost $52.55 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $6 Shares 160 Est. Cost $39.35 Unrealized 0.0%
NUVL NUVALENT INC 0.0%
Value ($000) $6 Shares 61 Est. Cost $98.60 Unrealized 0.0%
KMT KENNAMETAL INC 0.0%
Value ($000) $6 Shares 215 Est. Cost $25.34 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $6 Shares 48 Est. Cost $126.56 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $178.12 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $236.85 Unrealized 0.0%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $6 Shares 196 Est. Cost $28.08 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $6 Shares 253 Est. Cost $21.76 Unrealized 0.0%
BKV BKV CORP EQUITY 0.0%
Value ($000) $6 Shares 210 Est. Cost $25.11 Unrealized 0.0%
REYN REYNOLDS CONSUMER PRODS 0.0%
Value ($000) $5 Shares 239 Est. Cost $23.77 Unrealized 0.0%
MSTY TIDAL TR II YIELDMAX 0.0%
Value ($000) $5 Shares 184 Est. Cost $29.73 Unrealized
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $86.68 Unrealized 0.0%
GTES GATES INDL CORP PLC F 0.0%
Value ($000) $5 Shares 254 Est. Cost $23.08 Unrealized 0.0%
SUI SUN CMNTYS INC 0.0%
Value ($000) $5 Shares 44 Est. Cost $123.89 Unrealized
M MACYS INC 0.0%
Value ($000) $5 Shares 245 Est. Cost $20.47 Unrealized 0.0%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $5 Shares 64 Est. Cost $84.91 Unrealized 0.0%
MKSI MKS INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $148.21 Unrealized 0.0%
TNL TRAVEL LEISURE CO 0.0%
Value ($000) $5 Shares 69 Est. Cost $65.12 Unrealized 0.0%
OWL BLUE OWL CAP INC 0.0%
Value ($000) $5 Shares 326 Est. Cost $15.64 Unrealized 0.0%
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value ($000) $5 Shares 26 Est. Cost $139.61 Unrealized 0.0%
AN AUTONATION INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $208.03 Unrealized 0.0%
QXO QXO INC 0.0%
Value ($000) $5 Shares 245 Est. Cost $19.16 Unrealized 0.0%
SPB SPECTRUM BRANDS HLDGS IN 0.0%
Value ($000) $5 Shares 79 Est. Cost $56.25 Unrealized 0.0%
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $57.26 Unrealized
SHC SOTERA HEALTH CO 0.0%
Value ($000) $5 Shares 260 Est. Cost $16.54 Unrealized 0.0%
ICUI ICU MED INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $133.96 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG C 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.44 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAMILY S 0.0%
Value ($000) $4 Shares 44 Est. Cost $100.88 Unrealized 0.0%
NG NOVAGOLD RES INC F 0.0%
Value ($000) $4 Shares 475 Est. Cost $9.27 Unrealized 0.0%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $4 Shares 71 Est. Cost $62.32 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $4 Shares 135 Est. Cost $32.09 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $4 Shares 95 Est. Cost $40.80 Unrealized 0.0%
KYLD KURV HIGH INCOME ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.50 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $4 Shares 216 Est. Cost $19.32 Unrealized 0.0%
ABX ABACUS GLOBAL MGMT INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.46 Unrealized 0.0%
SNDK SANDISK CORP 0.0%
Value ($000) $4 Shares 18 Est. Cost $200.29 Unrealized 0.0%
PRAX PRAXIS PRECISION MEDICIN 0.0%
Value ($000) $4 Shares 14 Est. Cost $186.22 Unrealized 0.0%
GAP GAP INC 0.0%
Value ($000) $4 Shares 159 Est. Cost $24.07 Unrealized 0.0%
KBR KBR INC 0.0%
Value ($000) $4 Shares 101 Est. Cost $42.74 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC D 0.0%
Value ($000) $4 Shares 28 Est. Cost $144.68 Unrealized 0.0%
ESI ELEMENT SOLUTIONS IN 0.0%
Value ($000) $4 Shares 162 Est. Cost $25.91 Unrealized 0.0%
ST SENSATA TECHNOLOGIES H F 0.0%
Value ($000) $4 Shares 121 Est. Cost $31.98 Unrealized 0.0%
PKE PARK AEROSPACE CORP 0.0%
Value ($000) $4 Shares 185 Est. Cost $19.93 Unrealized 0.0%
PATH UIPATH INC 0.0%
Value ($000) $4 Shares 240 Est. Cost $15.56 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.44 Unrealized 0.0%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $4 Shares 51 Est. Cost $75.09 Unrealized 0.0%
ZION ZIONS BANCORP N A 0.0%
Value ($000) $4 Shares 65 Est. Cost $54.46 Unrealized 0.0%
TVTX TRAVERE THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 98 Est. Cost $32.52 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $4 Shares 21 Est. Cost $170.79 Unrealized 0.0%
ZETA ZETA GLOBAL HLDGS CORP 0.0%
Value ($000) $4 Shares 180 Est. Cost $18.68 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS I 0.0%
Value ($000) $4 Shares 81 Est. Cost $44.68 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $73.83 Unrealized 0.0%
GLOB GLOBANT S A F 0.0%
Value ($000) $4 Shares 55 Est. Cost $62.86 Unrealized 0.0%
PLNT PLANET FITNESS INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $102.94 Unrealized 0.0%
AGO ASSURED GUARANTY LTD F 0.0%
Value ($000) $4 Shares 39 Est. Cost $86.24 Unrealized 0.0%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $180.87 Unrealized 0.0%
GSAT GLOBALSTAR INC 0.0%
Value ($000) $3 Shares 57 Est. Cost $55.22 Unrealized 0.0%
USO UNITED STATES OIL ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.16 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $3 Shares 314 Est. Cost $9.84 Unrealized 0.0%
NVCR NOVOCURE LTD F 0.0%
Value ($000) $3 Shares 267 Est. Cost $12.84 Unrealized 0.0%
W WAYFAIR INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $96.17 Unrealized 0.0%
UNM UNUM GROUP 0.0%
Value ($000) $3 Shares 44 Est. Cost $76.48 Unrealized 0.0%
GMED GLOBUS MED INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $75.90 Unrealized 0.0%
FIG FIGMA INC 0.0%
Value ($000) $3 Shares 91 Est. Cost $45.19 Unrealized 0.0%
PICK ISHARES MSCI GLL MET MIN 0.0%
Value ($000) $3 Shares 66 Est. Cost $51.33 Unrealized
JAMF HLDG CORP 0.0%
Value ($000) $3 Shares 259 Est. Cost $13.00 Unrealized
JHG JANUS HENDERSON GROUP F 0.0%
Value ($000) $3 Shares 69 Est. Cost $44.24 Unrealized 0.0%
DCI DONALDSON INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $86.42 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $101.49 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIO 0.0%
Value ($000) $3 Shares 63 Est. Cost $49.79 Unrealized 0.0%
RCTR FIRST TRUST BLOOMBERG 0.0%
Value ($000) $3 Shares 92 Est. Cost $32.43 Unrealized
CNA CNA FINL CORP 0.0%
Value ($000) $3 Shares 62 Est. Cost $45.85 Unrealized 0.0%
BETA BETA TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.84 Unrealized 0.0%
BKRRF BLACKROCK SILVER CORP F 0.0%
Value ($000) $3 Shares 2,800 Est. Cost $0.58 Unrealized 0.0%
OZK BANK OZK 0.0%
Value ($000) $3 Shares 60 Est. Cost $46.27 Unrealized 0.0%
SNDR SCHNEIDER NATL INC WIS 0.0%
Value ($000) $3 Shares 104 Est. Cost $23.61 Unrealized 0.0%
QURE UNIQURE N V F 0.0%
Value ($000) $3 Shares 114 Est. Cost $38.59 Unrealized 0.0%
MATW MATTHEWS INTL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.17 Unrealized 0.0%
PRI PRIMERICA INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $260.86 Unrealized 0.0%
LGN LEGENCE CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $39.53 Unrealized 0.0%
PPIH PERMA-PIPE INTL HLDGS IN 0.0%
Value ($000) $2 Shares 80 Est. Cost $27.42 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $44.03 Unrealized 0.0%
NVII REX NVDA GROWTH AND 0.0%
Value ($000) $2 Shares 85 Est. Cost $28.20 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $216.57 Unrealized 0.0%
SF STIFEL FINL CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $119.59 Unrealized 0.0%
CBLL CERIBELL INC 0.0%
Value ($000) $2 Shares 107 Est. Cost $15.52 Unrealized 0.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.84 Unrealized 0.0%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $2 Shares 211 Est. Cost $11.43 Unrealized 0.0%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $132.99 Unrealized 0.0%
DGNX DIGINEX LTD F 0.0%
Value ($000) $2 Shares 530 Est. Cost $13.87 Unrealized 0.0%
DNLI DENALI THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $16.88 Unrealized 0.0%
WWD WOODWARD INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $274.80 Unrealized 0.0%
NAMS NEWAMSTERDAM PHARMA CO F 0.0%
Value ($000) $2 Shares 60 Est. Cost $36.39 Unrealized 0.0%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $2 Shares 70 Est. Cost $31.24 Unrealized 0.0%
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.76 Unrealized
FHB FIRST HAWAIIAN INC 0.0%
Value ($000) $2 Shares 77 Est. Cost $24.48 Unrealized 0.0%
BLND BLEND LABS INC 0.0%
Value ($000) $2 Shares 640 Est. Cost $3.19 Unrealized 0.0%
AUMBF 1911 GOLD CORP F 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $0.69 Unrealized 0.0%
POST POST HLDGS INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $103.53 Unrealized 0.0%
OLN OLIN CORP 0.0%
Value ($000) $2 Shares 90 Est. Cost $21.44 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $256.82 Unrealized 0.0%
AXS AXIS CAPITAL HOLDINGS F 0.0%
Value ($000) $2 Shares 17 Est. Cost $99.34 Unrealized 0.0%
RNG RINGCENTRAL INC 0.0%
Value ($000) $2 Shares 63 Est. Cost $28.47 Unrealized 0.0%
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $2 Shares 180 Est. Cost $8.03 Unrealized 0.0%
CUBE CUBESMART 0.0%
Value ($000) $2 Shares 47 Est. Cost $36.02 Unrealized
PTGX PROTAGONIST THERAPEUTICS 0.0%
Value ($000) $2 Shares 19 Est. Cost $81.85 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LT F 0.0%
Value ($000) $2 Shares 14 Est. Cost $96.32 Unrealized 0.0%
GGG GRACO INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.95 Unrealized 0.0%
SON SONOCO PRODS CO 0.0%
Value ($000) $2 Shares 36 Est. Cost $41.17 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $2 Shares 186 Est. Cost $8.63 Unrealized 0.0%
EXTR EXTREME NETWORKS INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $18.36 Unrealized 0.0%
ORLA ORLA MNG LTD NEW F 0.0%
Value ($000) $1 Shares 110 Est. Cost $12.14 Unrealized 0.0%
SAP SAP SE F 0.0%
Value ($000) $1 Shares 6 Est. Cost $242.83 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $499.61 Unrealized 0.0%
COLL COLLEGIUM PHARMACEUTICAL 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.84 Unrealized 0.0%
FNF FNF GROUP 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.76 Unrealized 0.0%
KMPR KEMPER CORP DEL 0.0%
Value ($000) $1 Shares 33 Est. Cost $42.83 Unrealized 0.0%
HE HAWAIIAN ELEC INDS INC 0.0%
Value ($000) $1 Shares 107 Est. Cost $11.59 Unrealized 0.0%
BPRE BLUEROCK PRIVATE REAL ES 0.0%
Value ($000) $1 Shares 87 Est. Cost $15.00 Unrealized
CNXC CONCENTRIX 0.0%
Value ($000) $1 Shares 31 Est. Cost $40.10 Unrealized 0.0%
RDNT RADNET INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $77.21 Unrealized 0.0%
TSII REX TSLA COVERED CALL 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.50 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $169.50 Unrealized 0.0%
BLOZF CANNABIX TECHNOLOGIES F 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $0.39 Unrealized 0.0%
DBX DROPBOX INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $29.13 Unrealized 0.0%
CYTK CYTOKINETICS INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $62.21 Unrealized 0.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $44.60 Unrealized 0.0%
ARMK ARAMARK 0.0%
Value ($000) $1 Shares 31 Est. Cost $37.92 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS 0.0%
Value ($000) $1 Shares 13 Est. Cost $85.27 Unrealized 0.0%
SBGSY SCHNEIDER ELEC SA F 0.0%
Value ($000) $1 Shares 20 Est. Cost $54.90 Unrealized
TMQ TRILOGY METALS INC NEW F 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.71 Unrealized 0.0%
PGY PAGAYA TECHNOLOGIES LT F 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.47 Unrealized 0.0%
HHDS HIGHLANDS REIT INC 0.0%
Value ($000) $1 Shares 3,321 Est. Cost $0.31 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $164.86 Unrealized 0.0%
USAS AMERICAS GOLD & SILVER F 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.50 Unrealized 0.0%
AAGFF AFTERMATH SILVER LTD F 0.0%
Value ($000) $1 Shares 1,250 Est. Cost $0.60 Unrealized 0.0%
TECK TECK RES LIMITED F 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.32 Unrealized 0.0%
AMPX AMPRIUS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $11.43 Unrealized 0.0%
PSTG PURE STORAGE INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $83.54 Unrealized 0.0%
TMC TMC THE METALS CO INC F 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.02 Unrealized 0.0%
TNDM TANDEM DIABETES CARE INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $18.05 Unrealized 0.0%
BACQ INFLECTION PT ACQUISIT F 0.0%
Value ($000) $1 Shares 80 Est. Cost $10.87 Unrealized 0.0%
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.01 Unrealized 0.0%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $213.01 Unrealized 0.0%
VMI VALMONT INDS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $406.96 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.72 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS I 0.0%
Value ($000) $1 Shares 45 Est. Cost $17.67 Unrealized 0.0%
UHAL U HAUL HOLDING CO EQUITY 0.0%
Value ($000) $1 Shares 15 Est. Cost $53.21 Unrealized 0.0%
TLN TALEN ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $388.68 Unrealized 0.0%
EVLV EVOLV TECHNOLOGIES HLDGS 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.11 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $16.15 Unrealized 0.0%
AMBA AMBARELLA INC F 0.0%
Value ($000) $1 Shares 10 Est. Cost $80.81 Unrealized 0.0%
PARR PAR PAC HLDGS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $39.74 Unrealized 0.0%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $25.51 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS IN 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.27 Unrealized 0.0%
STM STMICROELECTRONICS N V F 0.0%
Value ($000) $1 Shares 25 Est. Cost $25.92 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $31.20 Unrealized 0.0%
OMDA OMADA HEALTH INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.28 Unrealized 0.0%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.20 Unrealized
MICC THE MAGNUM ICE CREAM C F 0.0%
Value ($000) $1 Shares 38 Est. Cost $15.68 Unrealized 0.0%
UMAC UNUSUAL MACHS INC NE EQU 0.0%
Value ($000) $1 Shares 40 Est. Cost $11.73 Unrealized 0.0%
GRRR GORILLA TECHNOLOGY GRO F 0.0%
Value ($000) $0 Shares 40 Est. Cost $14.89 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES IN 0.0%
Value ($000) $0 Shares 42 Est. Cost $10.30 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDG 0.0%
Value ($000) $0 Shares 8 Est. Cost $46.76 Unrealized 0.0%
MTN VAIL RESORTS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $147.17 Unrealized 0.0%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.46 Unrealized 0.0%
TE T1 ENERGY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.41 Unrealized 0.0%
CIFR CIPHER MNG INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $17.65 Unrealized 0.0%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.50 Unrealized
CNM CORE & MAIN INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $51.29 Unrealized 0.0%
DPRO DRAGANFLY INC EQUITY F 0.0%
Value ($000) $0 Shares 20 Est. Cost $8.44 Unrealized 0.0%
SFGYY SONY FINL GROUP INC F 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.20 Unrealized
SBDS SOLO BRANDS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $10.96 Unrealized 0.0%
PSNY POLESTAR AUTOMOTIVE HL F 0.0%
Value ($000) $0 Shares 2 Est. Cost $21.00 Unrealized
TLRY TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.20 Unrealized 0.0%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.09 Unrealized 0.0%
EZPW EZCORP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.85 Unrealized 0.0%
TIGCF TRIUMPH GOLD CORP F 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.29 Unrealized 0.0%
ASGOF ASANTE GOLD CORP F 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.50 Unrealized 0.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.63 Unrealized 0.0%
UA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.45 Unrealized 0.0%
GMGMF GRAPHENE MFG GROUP ORDF 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.87 Unrealized 0.0%

Increased Positions (600)

SPY SPDR S&P 500 ETF 3.4%
Value ($000) $19,088 (+17.1%) Shares 27,979 (+14.5%) Est. Cost $611.18 Unrealized
USFR WISDOMTREE FLOATING RATE 1.4%
Value ($000) $7,749 (+32.0%) Shares 153,990 (+31.8%) Est. Cost $50.33 Unrealized
QQQM INVESCO NASDAQ 100 ETF 1.5%
Value ($000) $8,611 (+27.6%) Shares 34,046 (+24.7%) Est. Cost $227.82 Unrealized
DYNF ISHS US EQTY FACTR 1.4%
Value ($000) $7,991 (+26.8%) Shares 131,366 (+25.9%) Est. Cost $57.49 Unrealized
FDD FIRST TRST STOXX EUR SEL 0.9%
Value ($000) $5,006 (+45.1%) Shares 286,050 (+33.9%) Est. Cost $16.43 Unrealized
IDMO INVSC S P INTERNATIONL 1.9%
Value ($000) $10,853 (+15.3%) Shares 195,267 (+12.0%) Est. Cost $49.80 Unrealized
IVE ISHARES S&P 500 VALUE 0.6%
Value ($000) $3,213 (+76.5%) Shares 15,151 (+81.4%) Est. Cost $207.57 Unrealized
GSEP FT VEST US EQT MDRT BFR 0.4%
Value ($000) $2,257 (+140.2%) Shares 58,263 (+205.8%) Est. Cost $39.66 Unrealized
BBUS JPMORGAN BETABUILDERS US 0.7%
Value ($000) $4,200 (+42.0%) Shares 34,062 (+38.9%) Est. Cost $115.00 Unrealized
VZ VERIZON COMMUNICATIONS I 0.3%
Value ($000) $1,448 (+263.8%) Shares 35,550 (+293.0%) Est. Cost $39.55 Unrealized +2.4%
AAPL APPLE INC 2.0%
Value ($000) $11,597 (+9.9%) Shares 42,650 (+3.0%) Est. Cost $189.86 Unrealized +41.3%
CGGR CAPITAL GROUP GROWTH 0.3%
Value ($000) $1,722 (+140.4%) Shares 38,713 (+167.2%) Est. Cost $43.41 Unrealized
QUAL ISHARES MSCI USA QLTY 0.8%
Value ($000) $4,573 (+25.4%) Shares 23,022 (+26.2%) Est. Cost $192.63 Unrealized
IEMG ISHARES CORE MSCI 0.5%
Value ($000) $2,628 (+53.3%) Shares 39,089 (+57.9%) Est. Cost $63.80 Unrealized
CGUS CAPITAL GROUP CORE 0.3%
Value ($000) $1,541 (+138.3%) Shares 38,309 (+167.2%) Est. Cost $40.04 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $3,739 (+30.7%) Shares 11,912 (+1.4%) Est. Cost $169.95 Unrealized +68.5%
JGRO JPMORGAN ACTIVE GROWTH 0.4%
Value ($000) $1,998 (+72.0%) Shares 21,535 (+73.7%) Est. Cost $88.32 Unrealized
VGSH VANGUARD SHORT TERM 0.5%
Value ($000) $2,861 (+40.9%) Shares 48,716 (+37.2%) Est. Cost $58.44 Unrealized
VNOM VIPER ENERGY INC NEW 0.2%
Value ($000) $861 (+1083.3%) Shares 22,282 (+1070.9%) Est. Cost $37.88 Unrealized -0.1%
CGGE CAPITAL GROUP GLOBAL 0.3%
Value ($000) $1,812 (+75.8%) Shares 57,283 (+98.4%) Est. Cost $31.41 Unrealized
CPB THE CAMPBELL'S CO 0.1%
Value ($000) $748 (+1363.5%) Shares 26,844 (+1570.4%) Est. Cost $30.47 Unrealized -1.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $804 (+527.4%) Shares 14,930 (+628.3%) Est. Cost $57.58 Unrealized -0.9%
ABT ABBOTT LABS 0.2%
Value ($000) $1,087 (+148.2%) Shares 8,679 (+165.6%) Est. Cost $121.40 Unrealized +4.9%
GOOGL ALPHABET INC 0.4%
Value ($000) $2,555 (+32.1%) Shares 8,163 (+2.6%) Est. Cost $173.56 Unrealized +64.6%
EOG EOG RES INC 0.1%
Value ($000) $673 (+1127.9%) Shares 6,410 (+1210.8%) Est. Cost $108.05 Unrealized -0.8%
CGMM CAPITAL GROUP US SM AND 0.2%
Value ($000) $1,145 (+113.1%) Shares 39,711 (+142.7%) Est. Cost $28.95 Unrealized
PBR PETROLEO BRASILEIRO SA F 0.1%
Value ($000) $619 (+2121.2%) Shares 52,283 (+2273.3%) Est. Cost $11.95 Unrealized
ACWX ISHARES MSCI ACWI EX US 0.3%
Value ($000) $1,472 (+59.1%) Shares 21,934 (+56.5%) Est. Cost $63.05 Unrealized
IWD ISHARES RUSSELL 1000 0.3%
Value ($000) $1,648 (+47.6%) Shares 7,835 (+45.4%) Est. Cost $199.85 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $11,014 (-4.5%) Shares 22,771 (+1.7%) Est. Cost $441.47 Unrealized +13.4%
IVW ISHARES S&P 500 GROWTH 0.5%
Value ($000) $3,007 (+20.5%) Shares 24,400 (+23.3%) Est. Cost $111.05 Unrealized
OEF ISHARES S&P 100 ETF 0.4%
Value ($000) $2,149 (+30.6%) Shares 6,267 (+34.0%) Est. Cost $333.94 Unrealized
IWF ISHARES RUSSELL 1000 0.4%
Value ($000) $2,219 (+29.3%) Shares 4,687 (+29.9%) Est. Cost $429.81 Unrealized
REMX VANECK RARE EARTH STR 0.1%
Value ($000) $486 (+29430.5%) Shares 6,572 (+26188.0%) Est. Cost $73.89 Unrealized
CGBL CAPITAL GROUP CORE 0.4%
Value ($000) $2,324 (+25.6%) Shares 65,790 (+40.0%) Est. Cost $35.68 Unrealized
CGGO CAPITAL GROUP GLOBAL 0.2%
Value ($000) $1,044 (+81.3%) Shares 30,138 (+107.6%) Est. Cost $34.62 Unrealized
IVV ISHARES CORE S&P 500 1.1%
Value ($000) $6,084 (+8.3%) Shares 8,876 (+10.0%) Est. Cost $612.26 Unrealized
LLY ELI LILLY AND CO 0.3%
Value ($000) $1,436 (+43.6%) Shares 1,335 (+2.0%) Est. Cost $799.60 Unrealized +19.5%
BRK/B BERKSHIRE HATHAWAY 1.5%
Value ($000) $8,254 (+5.6%) Shares 16,422 (+5.6%) Est. Cost $408.33 Unrealized +21.8%
VTI VANGUARD TOTAL STOCK 0.7%
Value ($000) $3,741 (+12.9%) Shares 11,159 (+10.6%) Est. Cost $284.95 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,519 (+20.3%) Shares 16,522 (+22.5%) Est. Cost $148.36 Unrealized +2.0%
BBIN JPMORGAN BETABUILD 0.4%
Value ($000) $2,187 (+23.1%) Shares 30,247 (+19.4%) Est. Cost $68.34 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $465 (+757.4%) Shares 5,856 (+714.5%) Est. Cost $76.97 Unrealized +2.2%
MINT PIMCO ENHANCED SHRT 0.1%
Value ($000) $544 (+241.8%) Shares 5,421 (+243.1%) Est. Cost $100.36 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $2,346 (+19.3%) Shares 11,334 (+6.9%) Est. Cost $163.39 Unrealized +20.6%
MPC MARATHON PETE CORP 0.1%
Value ($000) $684 (+118.9%) Shares 4,199 (+160.0%) Est. Cost $183.74 Unrealized +1.4%
VRIG INVSC VARIABLE RT 0.6%
Value ($000) $3,245 (+12.6%) Shares 129,264 (+12.6%) Est. Cost $25.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $641 (+102.6%) Shares 1,941 (+112.1%) Est. Cost $405.57 Unrealized -16.9%
JMUB JPMORGAN MUNICIPAL ETF 0.1%
Value ($000) $732 (+76.9%) Shares 14,487 (+76.8%) Est. Cost $49.95 Unrealized
MTUM ISHARES MSCI USA MOMNTUM 0.5%
Value ($000) $2,841 (+12.3%) Shares 11,349 (+16.2%) Est. Cost $214.92 Unrealized
CGNG CAPITAL GROUP NEW GEOGRP 0.1%
Value ($000) $548 (+105.1%) Shares 17,148 (+129.7%) Est. Cost $31.48 Unrealized
JAVA JPMORGAN ACTIVE VALUE 0.3%
Value ($000) $1,486 (+23.0%) Shares 20,721 (+18.3%) Est. Cost $67.14 Unrealized
MMSI MERIT MED SYS INC 0.1%
Value ($000) $619 (+78.0%) Shares 7,030 (+68.1%) Est. Cost $86.34 Unrealized -1.4%
EFV ISHARES MSCI EAFE VALUE 0.4%
Value ($000) $2,426 (+11.7%) Shares 33,967 (+10.7%) Est. Cost $62.62 Unrealized
WMT WALMART INC 0.2%
Value ($000) $892 (+39.2%) Shares 8,008 (+28.8%) Est. Cost $73.60 Unrealized +45.6%
IBM IBM CORP 0.2%
Value ($000) $1,026 (+31.8%) Shares 3,464 (+25.6%) Est. Cost $192.58 Unrealized +55.1%
XLF STE STRT FINCL SLCT 0.1%
Value ($000) $495 (+98.0%) Shares 9,037 (+94.8%) Est. Cost $52.76 Unrealized
BAI ISHARES AI INVATN AND 0.2%
Value ($000) $1,144 (+26.6%) Shares 34,346 (+37.6%) Est. Cost $33.79 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $232 (+5165.5%) Shares 11,760 (+3820.0%) Est. Cost $15.78 Unrealized +0.6%
EVTR EATON VANCE TOTAL RETURN 0.5%
Value ($000) $2,910 (+8.3%) Shares 56,508 (+8.2%) Est. Cost $45.14 Unrealized
MNST MONSTER BEVERAGE CORP NE 0.1%
Value ($000) $517 (+74.3%) Shares 6,742 (+53.1%) Est. Cost $58.91 Unrealized +21.6%
ITA ISHARES US AEROSPACE 0.2%
Value ($000) $948 (+26.9%) Shares 4,417 (+28.2%) Est. Cost $195.80 Unrealized
IWP ISHARES RUSSELL MID CAP 0.1%
Value ($000) $679 (+41.0%) Shares 4,957 (+48.9%) Est. Cost $130.66 Unrealized
EZU ISHARES MSCI EUROZONE 0.3%
Value ($000) $1,869 (+11.8%) Shares 29,125 (+8.0%) Est. Cost $54.39 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,327 (+16.2%) Shares 4,117 (+13.8%) Est. Cost $208.30 Unrealized +48.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $274 (+196.4%) Shares 959 (+73.7%) Est. Cost $158.11 Unrealized +45.1%
NFLX NETFLIX INC 0.1%
Value ($000) $406 (-30.4%) Shares 4,326 (+790.1%) Est. Cost $105.68 Unrealized +2.0%
CGDG CAPITAL GROUP DIVIDEND 0.2%
Value ($000) $855 (+26.0%) Shares 24,000 (+37.2%) Est. Cost $35.16 Unrealized
CGDV CAPITAL GROUP DIVIDEND 0.2%
Value ($000) $869 (+23.8%) Shares 19,906 (+34.6%) Est. Cost $42.05 Unrealized
RTX RTX CORP 0.1%
Value ($000) $334 (+95.5%) Shares 1,820 (+78.4%) Est. Cost $148.34 Unrealized +16.8%
IWS ISHARES RUSSELL MID CAP 0.1%
Value ($000) $671 (+32.1%) Shares 4,752 (+33.4%) Est. Cost $131.49 Unrealized
VTEB VANGUARD MUNI BND TAX 0.0%
Value ($000) $166 (+1185.1%) Shares 3,301 (+1179.5%) Est. Cost $50.18 Unrealized
QSPT FT VEST NASDAQ 100 0.2%
Value ($000) $941 (+17.8%) Shares 29,700 (+16.4%) Est. Cost $29.63 Unrealized
PIT VANECK COMMODITY 0.4%
Value ($000) $2,068 (+7.4%) Shares 39,123 (+11.4%) Est. Cost $50.26 Unrealized
MRK MERCK & CO. INC. 0.1%
Value ($000) $613 (+29.6%) Shares 5,822 (+1.5%) Est. Cost $93.94 Unrealized -0.7%
WPC W P CAREY INC 0.0%
Value ($000) $243 (+134.9%) Shares 3,771 (+147.0%) Est. Cost $60.60 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $696 (+24.9%) Shares 1,484 (+30.6%) Est. Cost $403.84 Unrealized +26.1%
JCPB JPMORGAN CORE PLUS BOND 0.2%
Value ($000) $1,307 (+11.7%) Shares 27,606 (+12.2%) Est. Cost $47.17 Unrealized
CHRW C H ROBINSON WORLDWIDE I 0.0%
Value ($000) $261 (+107.3%) Shares 1,622 (+70.7%) Est. Cost $118.72 Unrealized +24.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,146 (+13.1%) Shares 7,140 (+14.3%) Est. Cost $106.93 Unrealized +43.6%
CGIC CAPITAL GROUP INTRNL CR 0.3%
Value ($000) $1,871 (+7.5%) Shares 57,580 (+15.2%) Est. Cost $28.69 Unrealized
JBND JPMORGAN ACTIVE BOND 0.2%
Value ($000) $1,290 (+11.3%) Shares 23,865 (+11.4%) Est. Cost $53.76 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,607 (+8.8%) Shares 4,644 (+3.7%) Est. Cost $192.74 Unrealized +85.2%
XLI STATE STRT INDSTL SLCT 0.1%
Value ($000) $384 (+50.9%) Shares 2,475 (+50.0%) Est. Cost $139.80 Unrealized
MDT MEDTRONIC PLC F 0.1%
Value ($000) $342 (+59.5%) Shares 3,560 (+58.1%) Est. Cost $86.24 Unrealized +12.6%
BBAG JPMORGAN BETABUILDERS US 0.2%
Value ($000) $1,260 (+11.2%) Shares 27,137 (+11.8%) Est. Cost $46.32 Unrealized
IWR ISHARES RUSSELL MID CAP 0.1%
Value ($000) $406 (+44.5%) Shares 4,216 (+44.9%) Est. Cost $96.46 Unrealized
OUNZ VANECK MERK GOLD ETF 0.2%
Value ($000) $979 (+13.6%) Shares 23,614 (+1.9%) Est. Cost $28.74 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $691 (+19.7%) Shares 4,813 (+1.3%) Est. Cost $98.15 Unrealized +35.3%
BA BOEING CO 0.1%
Value ($000) $355 (+46.6%) Shares 1,635 (+45.7%) Est. Cost $189.70 Unrealized +8.4%
PAVE GLOBAL X US INFRA 0.3%
Value ($000) $1,489 (+7.9%) Shares 31,131 (+7.6%) Est. Cost $41.94 Unrealized
PXH INVESCO RAFI EMERGING 0.3%
Value ($000) $1,965 (+5.9%) Shares 76,145 (+4.3%) Est. Cost $24.05 Unrealized
XLE STATE STRET ENRGY SLECT 0.0%
Value ($000) $151 (+255.7%) Shares 3,376 (+610.7%) Est. Cost $51.20 Unrealized
VRT VERTIV HLDGS CO 0.1%
Value ($000) $358 (+42.0%) Shares 2,212 (+32.2%) Est. Cost $116.49 Unrealized +49.0%
CGCP CAPITAL GROUP CORE PLUS 0.1%
Value ($000) $569 (+22.9%) Shares 25,154 (+41.0%) Est. Cost $23.19 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $169 (+166.3%) Shares 502 (+171.4%) Est. Cost $318.14 Unrealized +7.1%
CGMS CAPITAL GROUP U S MULTI 0.1%
Value ($000) $414 (+33.8%) Shares 14,992 (+52.3%) Est. Cost $28.15 Unrealized
AGG ISHARES CORE US 0.2%
Value ($000) $893 (+12.9%) Shares 8,937 (+15.1%) Est. Cost $97.18 Unrealized
NLY ANNALY CAP MGMT INC 0.0%
Value ($000) $105 (+1566.9%) Shares 4,684 (+1406.1%) Est. Cost $22.20 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $769 (+14.2%) Shares 875 (+3.4%) Est. Cost $495.36 Unrealized +64.2%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $142 (+202.7%) Shares 549 (+198.4%) Est. Cost $250.21 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $482 (+24.0%) Shares 737 (+16.6%) Est. Cost $320.21 Unrealized +90.2%
LRCX LAM RESH CORP 0.1%
Value ($000) $334 (+38.1%) Shares 1,950 (+8.0%) Est. Cost $83.61 Unrealized +85.8%
CGIB CAPITAL GROUP INTRNL 0.1%
Value ($000) $423 (+27.7%) Shares 16,683 (+49.0%) Est. Cost $26.30 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $593 (-13.3%) Shares 7,253 (+5.4%) Est. Cost $77.49 Unrealized +16.2%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $809 (+12.7%) Shares 14,710 (+5.7%) Est. Cost $38.69 Unrealized +36.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $182 (+97.6%) Shares 1,554 (+108.6%) Est. Cost $111.11 Unrealized +9.4%
YETH ROUNDHILL ETHER CVRD CL 0.0%
Value ($000) $131 (+183.5%) Shares 7,491 (+331.8%) Est. Cost $19.63 Unrealized
EMB ISHARES JPMORGAN USD MTS 0.2%
Value ($000) $1,103 (+8.3%) Shares 11,437 (+7.5%) Est. Cost $89.76 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $238 (+54.2%) Shares 3,283 (+4.2%) Est. Cost $29.34 Unrealized +143.2%
ADM ARCHER-DANIELS MIDLAND C 0.0%
Value ($000) $112 (+295.7%) Shares 1,946 (+315.8%) Est. Cost $57.37 Unrealized +3.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $250 (+47.0%) Shares 441 (+16.1%) Est. Cost $457.64 Unrealized +16.3%
VIG VANGUARD DIVIDEND 0.3%
Value ($000) $1,534 (+5.5%) Shares 6,981 (+3.5%) Est. Cost $195.78 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,342 (+6.3%) Shares 5,857 (+7.7%) Est. Cost $171.45 Unrealized +32.7%
IAU ISHARES GOLD ETF 0.1%
Value ($000) $731 (+12.0%) Shares 9,006 (+2.8%) Est. Cost $55.21 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.3%
Value ($000) $1,545 (+5.3%) Shares 33,559 (+13.5%) Est. Cost $46.09 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $120 (+182.5%) Shares 1,632 (+216.9%) Est. Cost $74.38 Unrealized +1.5%
DHR DANAHER CORP 0.1%
Value ($000) $526 (+16.9%) Shares 2,298 (+1.3%) Est. Cost $236.76 Unrealized -7.3%
JGLO JPMORGAN GLOBAL SELECT 0.1%
Value ($000) $476 (+17.9%) Shares 7,035 (+18.0%) Est. Cost $64.88 Unrealized
RDVI FT VEST RISING DIV 0.0%
Value ($000) $197 (+52.3%) Shares 7,500 (+50.0%) Est. Cost $24.91 Unrealized
TDIV FIRST TR NASDAQ TECH DIV 0.0%
Value ($000) $126 (+112.8%) Shares 1,300 (+116.7%) Est. Cost $88.36 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $189 (+54.2%) Shares 712 (+38.0%) Est. Cost $260.83 Unrealized -4.9%
PPA INVESCO AEROSPACE & 0.1%
Value ($000) $654 (+11.1%) Shares 4,173 (+10.3%) Est. Cost $133.24 Unrealized
PSEP INNOVATOR US EQY POWER 0.2%
Value ($000) $1,282 (+5.4%) Shares 29,333 (+3.5%) Est. Cost $42.98 Unrealized
XME ST SRT SPDR S&P MTLS AND 0.0%
Value ($000) $124 (+109.3%) Shares 1,199 (+88.2%) Est. Cost $98.07 Unrealized
FEP FIRST TRUST EUROPE 0.0%
Value ($000) $161 (+57.5%) Shares 3,000 (+50.0%) Est. Cost $47.82 Unrealized
JMST JPMORGAN ULTRA SHRT 0.1%
Value ($000) $497 (+13.1%) Shares 9,759 (+13.4%) Est. Cost $50.85 Unrealized
GLW CORNING INC 0.0%
Value ($000) $128 (+82.0%) Shares 1,461 (+70.5%) Est. Cost $59.98 Unrealized +43.3%
TEQI T ROWE PRICE EQUITY 0.1%
Value ($000) $459 (+14.0%) Shares 10,172 (+10.7%) Est. Cost $43.99 Unrealized
ILCG ISHARES MORNINGSTAR 0.0%
Value ($000) $273 (+26.1%) Shares 2,622 (+30.8%) Est. Cost $106.98 Unrealized
VEU VANGUARD FTSE ALL WORLD 0.0%
Value ($000) $62 (+977.9%) Shares 836 (+945.0%) Est. Cost $72.18 Unrealized
MLM MARTIN MARIETTA MATLS IN 0.0%
Value ($000) $72 (+269.7%) Shares 116 (+274.2%) Est. Cost $598.05 Unrealized +3.9%
QQQ INVSC QQQ TRUST SRS 1 0.1%
Value ($000) $717 (+7.7%) Shares 1,167 (+6.8%) Est. Cost $495.84 Unrealized
VYMI VANGUARD INTERNATNL HGH 0.1%
Value ($000) $482 (+11.8%) Shares 5,353 (+5.2%) Est. Cost $75.79 Unrealized
AIRR FT RBA AMERICAN IND 0.0%
Value ($000) $147 (+52.5%) Shares 1,500 (+3.4%) Est. Cost $77.57 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $253 (+24.7%) Shares 1,763 (+22.2%) Est. Cost $156.77 Unrealized -6.9%
RWJ INVESCO S&P SMALLCAP 600 0.0%
Value ($000) $167 (+42.6%) Shares 3,420 (+41.3%) Est. Cost $48.42 Unrealized
SLB SLB LIMITED F 0.0%
Value ($000) $59 (+390.1%) Shares 1,532 (+339.0%) Est. Cost $36.24 Unrealized -0.5%
WAB WABTEC 0.0%
Value ($000) $199 (+28.6%) Shares 931 (+20.8%) Est. Cost $189.24 Unrealized +8.5%
SPHR SPHERE ENTERTAINMENT A 0.0%
Value ($000) $85 (+107.2%) Shares 895 (+35.4%) Est. Cost $49.31 Unrealized +54.5%
COR CENCORA INC 0.0%
Value ($000) $124 (+53.0%) Shares 368 (+41.5%) Est. Cost $266.62 Unrealized +27.8%
PLD PROLOGIS INC 0.1%
Value ($000) $371 (+13.0%) Shares 2,906 (+1.4%) Est. Cost $105.11 Unrealized +17.8%
CGCB CAPITAL GROUP CORE BOND 0.1%
Value ($000) $351 (+13.7%) Shares 13,220 (+29.2%) Est. Cost $27.34 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $182 (+29.2%) Shares 2,366 (+14.7%) Est. Cost $52.95 Unrealized +39.4%
NEU NEWMARKET CORP 0.0%
Value ($000) $208 (-16.2%) Shares 303 (+1.0%) Est. Cost $527.16 Unrealized +44.3%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $66 (+156.6%) Shares 109 (+153.5%) Est. Cost $581.03 Unrealized
BSJU INVESCO BULLET 2030 HIGH 0.1%
Value ($000) $411 (+10.5%) Shares 15,752 (+10.7%) Est. Cost $26.15 Unrealized
BSJV INVESCO BLLTSHRS 2031 0.1%
Value ($000) $411 (+10.4%) Shares 15,407 (+10.7%) Est. Cost $26.78 Unrealized
SCHZ SCHWAB US AGGREGATE BOND 0.0%
Value ($000) $275 (+16.4%) Shares 11,746 (+16.9%) Est. Cost $33.73 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $130 (+42.0%) Shares 1,305 (+51.7%) Est. Cost $100.06 Unrealized +0.9%
TSN TYSON FOODS INC 0.0%
Value ($000) $40 (+2734.6%) Shares 681 (+2519.2%) Est. Cost $54.67 Unrealized -0.1%
ITOT ISHARES TOTAL US STOCK 0.1%
Value ($000) $372 (+11.5%) Shares 2,500 (+9.3%) Est. Cost $125.14 Unrealized
XLV STATE STRT HLTH CRE SLT 0.0%
Value ($000) $177 (+27.4%) Shares 1,145 (+14.5%) Est. Cost $146.56 Unrealized
NVS NOVARTIS AG F 0.0%
Value ($000) $65 (+141.1%) Shares 471 (+124.3%) Est. Cost $120.43 Unrealized
B BARRICK MNG CORP F 0.0%
Value ($000) $92 (+70.1%) Shares 2,102 (+28.0%) Est. Cost $23.26 Unrealized +60.9%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $102 (+58.8%) Shares 1,458 (+9.1%) Est. Cost $30.67 Unrealized +86.9%
CGCV CAPITAL GROUP CONSERTVE 0.0%
Value ($000) $58 (+182.2%) Shares 1,895 (+178.7%) Est. Cost $29.30 Unrealized
JNUG DIREXION DILY JR GOLD 0.0%
Value ($000) $99 (+60.6%) Shares 478 (+26.8%) Est. Cost $103.23 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $110 (+50.8%) Shares 480 (+6.0%) Est. Cost $161.64 Unrealized +29.0%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,488 (+2.5%) Shares 2,606 (+9.5%) Est. Cost $464.21 Unrealized +24.7%
JPIE JPMORGAN INCOME ETF 0.1%
Value ($000) $322 (+12.6%) Shares 6,958 (+12.8%) Est. Cost $46.18 Unrealized
SBSW SIBANYE STILLWATER LTD F 0.0%
Value ($000) $76 (+86.3%) Shares 5,300 (+47.0%) Est. Cost $10.83 Unrealized
CFIT CAMBRIA FIXED INCOME 0.4%
Value ($000) $2,150 (+1.6%) Shares 85,512 (+1.4%) Est. Cost $24.76 Unrealized
CEG CONSTELLATION ENERGY COR 0.1%
Value ($000) $367 (+9.7%) Shares 1,040 (+2.2%) Est. Cost $222.81 Unrealized +63.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $74 (+78.4%) Shares 1,363 (+49.5%) Est. Cost $44.97 Unrealized +5.7%
APP APPLOVIN CORP 0.0%
Value ($000) $132 (+32.2%) Shares 196 (+41.0%) Est. Cost $374.44 Unrealized +68.3%
REGN REGENERON PHARMACEUTICAL 0.0%
Value ($000) $53 (+149.3%) Shares 69 (+81.6%) Est. Cost $634.15 Unrealized +7.0%
NOW SERVICENOW INC 0.0%
Value ($000) $145 (-18.0%) Shares 946 (+392.7%) Est. Cost $169.34 Unrealized +1.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $121 (+35.3%) Shares 2,388 (+4.5%) Est. Cost $43.41 Unrealized -0.2%
BRVMF BRAVO MNG CORP F 0.0%
Value ($000) $32 (+5025.7%) Shares 9,000 (+3900.0%) Est. Cost $2.63 Unrealized +0.3%
COPX GLOBAL X COPPER MINERS 0.0%
Value ($000) $125 (+32.4%) Shares 1,738 (+10.3%) Est. Cost $51.70 Unrealized
ENB ENBRIDGE INC F 0.0%
Value ($000) $41 (+303.5%) Shares 847 (+325.6%) Est. Cost $43.88 Unrealized +7.4%
INSM INSMED INC 0.0%
Value ($000) $114 (+36.2%) Shares 657 (+12.7%) Est. Cost $109.29 Unrealized +67.0%
FAST FASTENAL CO 0.0%
Value ($000) $201 (-12.9%) Shares 5,001 (+6.4%) Est. Cost $41.28 Unrealized +1.8%
BBHY JPMORGAN BETA YIELD CORP 0.1%
Value ($000) $331 (+9.9%) Shares 7,127 (+11.1%) Est. Cost $46.52 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $113 (+35.1%) Shares 242 (+23.5%) Est. Cost $371.22 Unrealized +24.9%
ADP AUTOMATIC DATA PROCESSIN 0.0%
Value ($000) $255 (-10.1%) Shares 990 (+2.7%) Est. Cost $249.25 Unrealized +6.3%
TEM TEMPUS AI INC 0.0%
Value ($000) $108 (-21.0%) Shares 1,825 (+7.9%) Est. Cost $64.42 Unrealized +21.4%
GIS GENERAL MILLS INC 0.1%
Value ($000) $785 (-3.5%) Shares 16,874 (+64.9%) Est. Cost $49.31 Unrealized -3.7%
C CITIGROUP INC 0.0%
Value ($000) $100 (+39.1%) Shares 854 (+21.0%) Est. Cost $80.75 Unrealized +28.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $90 (+43.5%) Shares 351 (+14.3%) Est. Cost $181.76 Unrealized +31.8%
SNWGF SNOWLINE GOLD CORP F 0.0%
Value ($000) $47 (+139.3%) Shares 3,724 (+51.7%) Est. Cost $7.02 Unrealized +44.9%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $144 (+22.8%) Shares 163 (+5.8%) Est. Cost $575.67 Unrealized +42.1%
LYB LYONDELLBASELL INDUSTR F 0.0%
Value ($000) $30 (+828.3%) Shares 689 (+960.0%) Est. Cost $46.75 Unrealized -4.9%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $264 (+11.0%) Shares 2,951 (+8.4%) Est. Cost $74.33 Unrealized
ESAB ESAB CORP 0.0%
Value ($000) $121 (+27.4%) Shares 1,083 (+27.4%) Est. Cost $119.86 Unrealized -4.6%
XLU STATE STRT UTLTES SLET 0.0%
Value ($000) $115 (+28.6%) Shares 2,688 (+163.3%) Est. Cost $52.20 Unrealized
JEMA JPMORGAN ACTIVEBLD EMRG 0.0%
Value ($000) $145 (+21.1%) Shares 2,961 (+17.5%) Est. Cost $43.98 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $51 (+100.3%) Shares 175 (+108.3%) Est. Cost $269.88 Unrealized +6.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $204 (+13.9%) Shares 7,419 (+17.3%) Est. Cost $22.32 Unrealized +20.6%
IAGG ISHARES INTERNTINL 0.1%
Value ($000) $386 (+6.8%) Shares 7,719 (+11.2%) Est. Cost $51.20 Unrealized
RDDT REDDIT INC 0.0%
Value ($000) $48 (+105.9%) Shares 208 (+105.9%) Est. Cost $207.29 Unrealized +1.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $282 (+9.5%) Shares 3,515 (+2.9%) Est. Cost $68.55 Unrealized +20.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $37 (+188.7%) Shares 426 (+202.1%) Est. Cost $90.56 Unrealized -1.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $234 (+11.4%) Shares 1,369 (+8.4%) Est. Cost $178.58 Unrealized -4.4%
XAR ST SRT SPDR S&P ARSPC AD 0.0%
Value ($000) $124 (+23.6%) Shares 514 (+20.4%) Est. Cost $157.90 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $63 (+59.8%) Shares 1,193 (+80.5%) Est. Cost $60.32 Unrealized -7.9%
NBIS NEBIUS GROUP N V A F 0.0%
Value ($000) $97 (-19.3%) Shares 1,160 (+8.2%) Est. Cost $48.88 Unrealized +112.0%
TSKFF TALISKER RES LTD F 0.0%
Value ($000) $51 (+77.8%) Shares 48,266 (+70.3%) Est. Cost $0.64 Unrealized +62.8%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $38 (+139.1%) Shares 108 (+120.4%) Est. Cost $363.88 Unrealized -7.5%
BNDX VANGUARD TOTAL 0.0%
Value ($000) $253 (+9.1%) Shares 5,232 (+11.7%) Est. Cost $48.51 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $123 (+20.5%) Shares 3,336 (+9.6%) Est. Cost $29.62 Unrealized +27.5%
CB CHUBB LTD F 0.0%
Value ($000) $175 (+13.0%) Shares 561 (+2.2%) Est. Cost $255.18 Unrealized +14.6%
NUE NUCOR CORP 0.0%
Value ($000) $110 (+22.2%) Shares 677 (+1.8%) Est. Cost $162.51 Unrealized -7.8%
EC ECOPETROL S A F 0.0%
Value ($000) $26 (+336.6%) Shares 2,568 (+301.3%) Est. Cost $9.99 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $40 (+96.9%) Shares 231 (+143.2%) Est. Cost $162.23 Unrealized +15.5%
EQT EQT CORP 0.0%
Value ($000) $211 (+10.1%) Shares 3,929 (+11.8%) Est. Cost $51.53 Unrealized +8.9%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $113 (+20.4%) Shares 1,343 (+25.9%) Est. Cost $98.57 Unrealized -13.5%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $41 (+84.3%) Shares 44 (+63.0%) Est. Cost $772.11 Unrealized +19.5%
REAVES UTILITY INCOME 0.0%
Value ($000) $262 (-6.6%) Shares 7,169 (+1.3%) Est. Cost $29.73 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $34 (+121.4%) Shares 507 (+124.3%) Est. Cost $88.28 Unrealized -26.8%
CSX CSX CORP 0.0%
Value ($000) $59 (+44.8%) Shares 1,623 (+41.9%) Est. Cost $33.38 Unrealized +6.9%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $72 (+33.5%) Shares 231 (+12.1%) Est. Cost $256.26 Unrealized +11.3%
LMND LEMONADE INC 0.0%
Value ($000) $23 (+356.9%) Shares 323 (+243.6%) Est. Cost $57.33 Unrealized +17.2%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $293 (+6.4%) Shares 2,931 (+1.7%) Est. Cost $79.55 Unrealized +19.1%
NKE NIKE INC 0.0%
Value ($000) $267 (+7.0%) Shares 4,190 (+17.1%) Est. Cost $84.27 Unrealized -23.0%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $78 (+28.1%) Shares 343 (+38.9%) Est. Cost $227.80 Unrealized -6.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $49 (+52.5%) Shares 671 (+51.5%) Est. Cost $73.38 Unrealized -4.0%
ACGL ARCH CAPITAL GROUP LTD F 0.0%
Value ($000) $20 (+517.3%) Shares 210 (+483.3%) Est. Cost $91.63 Unrealized -0.1%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $42 (+65.9%) Shares 244 (+15.6%) Est. Cost $77.96 Unrealized +94.4%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $17 (+2074.9%) Shares 90 (+1400.0%) Est. Cost $170.94 Unrealized +0.3%
VXUS VANGUARD TOTAL 0.0%
Value ($000) $158 (+11.8%) Shares 2,095 (+8.9%) Est. Cost $63.03 Unrealized
PSQ PROSHARES SHORT QQQ ETF 0.0%
Value ($000) $31 (+114.0%) Shares 1,025 (+120.0%) Est. Cost $31.70 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $139 (+13.1%) Shares 917 (+13.6%) Est. Cost $138.11 Unrealized +6.9%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $22 (+287.5%) Shares 76 (+192.3%) Est. Cost $228.37 Unrealized +8.1%
PHM PULTEGROUP INC 0.0%
Value ($000) $24 (+193.0%) Shares 205 (+230.6%) Est. Cost $118.04 Unrealized +3.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $186 (+9.0%) Shares 2,348 (+10.5%) Est. Cost $85.85 Unrealized -8.8%
RMD RESMED INC 0.0%
Value ($000) $26 (+147.6%) Shares 107 (+181.6%) Est. Cost $256.24 Unrealized -0.3%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $111 (+15.7%) Shares 184 (+4.5%) Est. Cost $413.36 Unrealized +33.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $115 (+14.9%) Shares 1,682 (+12.9%) Est. Cost $74.82 Unrealized -11.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $17 (+592.8%) Shares 83 (+492.9%) Est. Cost $203.68 Unrealized -11.1%
AME AMETEK INC NEW 0.0%
Value ($000) $41 (+55.6%) Shares 201 (+42.6%) Est. Cost $184.42 Unrealized +5.4%
CIEN CIENA CORP 0.0%
Value ($000) $35 (+72.0%) Shares 150 (+7.1%) Est. Cost $102.36 Unrealized +89.5%
BSV VANGUARD SHORT-TERM BOND 0.0%
Value ($000) $182 (+8.7%) Shares 2,307 (+8.8%) Est. Cost $77.05 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $26 (+120.4%) Shares 195 (+97.0%) Est. Cost $137.94 Unrealized -9.7%
HLT HILTON WORLDWIDE HLDGS I 0.0%
Value ($000) $81 (+21.5%) Shares 282 (+9.7%) Est. Cost $242.02 Unrealized +12.5%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $19 (+309.7%) Shares 671 (+274.9%) Est. Cost $28.70 Unrealized -5.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $385 (+3.8%) Shares 3,386 (+4.5%) Est. Cost $109.38 Unrealized +0.1%
TGT TARGET CORP EQUITY 0.0%
Value ($000) $20 (+257.4%) Shares 200 (+227.9%) Est. Cost $99.94 Unrealized -8.3%
FLOWSTONE OPPORTUNITY FU 0.1%
Value ($000) $633 (+2.3%) Shares 36,721 (+4.9%) Est. Cost $17.20 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $15 (+2312.1%) Shares 71 (+1675.0%) Est. Cost $177.65 Unrealized +0.4%
MS MORGAN STANLEY 0.0%
Value ($000) $96 (+16.9%) Shares 541 (+4.6%) Est. Cost $117.17 Unrealized +42.1%
FDX FEDEX CORP 0.0%
Value ($000) $30 (+83.8%) Shares 105 (+50.0%) Est. Cost $243.72 Unrealized +7.3%
NLR VANECK URANIUM AND 0.1%
Value ($000) $667 (+2.1%) Shares 5,368 (+11.5%) Est. Cost $85.56 Unrealized
UHS UNIVERSAL HEALTH SVCS IN 0.0%
Value ($000) $17 (+389.7%) Shares 78 (+358.8%) Est. Cost $212.01 Unrealized +4.2%
TDY TELEDYNE TECHNOLOGIES IN 0.0%
Value ($000) $219 (+6.6%) Shares 428 (+22.3%) Est. Cost $500.51 Unrealized +5.3%
COHR COHERENT CORP 0.0%
Value ($000) $32 (+74.4%) Shares 171 (+1.8%) Est. Cost $97.12 Unrealized +54.0%
TER TERADYNE INC 0.0%
Value ($000) $33 (+68.6%) Shares 169 (+19.9%) Est. Cost $120.28 Unrealized +42.6%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $18 (+280.5%) Shares 255 (+211.0%) Est. Cost $60.72 Unrealized +2.8%
AQST AQUESTIVE THERAPEUTICS I 0.0%
Value ($000) $29 (+81.8%) Shares 4,472 (+90.9%) Est. Cost $5.23 Unrealized +19.1%
MBB ISHARES MBS ETF 0.1%
Value ($000) $423 (+3.0%) Shares 4,438 (+8.7%) Est. Cost $93.33 Unrealized
CTSH COGNIZANT TECHNOLOGY SOL 0.0%
Value ($000) $14 (+660.6%) Shares 172 (+514.3%) Est. Cost $74.47 Unrealized +0.2%
TRV TRAVELERS COS INC 0.0%
Value ($000) $233 (+5.6%) Shares 804 (+1.6%) Est. Cost $225.30 Unrealized +24.5%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $37 (+50.9%) Shares 211 (+66.1%) Est. Cost $164.78 Unrealized +10.5%
HAS HASBRO INC 0.0%
Value ($000) $16 (+315.7%) Shares 196 (+284.3%) Est. Cost $74.43 Unrealized +4.8%
MAS MASCO CORP 0.0%
Value ($000) $14 (+786.2%) Shares 216 (+881.8%) Est. Cost $64.78 Unrealized -0.0%
CCK CROWN HLDGS INC 0.0%
Value ($000) $31 (+62.6%) Shares 305 (+52.5%) Est. Cost $85.41 Unrealized +14.0%
FISV FISERV INC 0.0%
Value ($000) $18 (-39.7%) Shares 266 (+15.7%) Est. Cost $162.55 Unrealized -48.4%
FOXA FOX CORP 0.0%
Value ($000) $26 (+80.3%) Shares 361 (+55.6%) Est. Cost $56.34 Unrealized +16.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $247 (+5.0%) Shares 1,512 (+1.6%) Est. Cost $114.33 Unrealized +41.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $13 (+1078.0%) Shares 92 (+1050.0%) Est. Cost $141.55 Unrealized -3.3%
EOSE EOS ENERGY ENTERPRISES I 0.0%
Value ($000) $24 (+90.5%) Shares 2,130 (+89.3%) Est. Cost $10.39 Unrealized +38.3%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $50 (+30.4%) Shares 1,892 (+31.6%) Est. Cost $22.35 Unrealized +24.7%
CLH CLEAN HBRS INC 0.0%
Value ($000) $12 (+1651.7%) Shares 52 (+1633.3%) Est. Cost $227.93 Unrealized +0.2%
ECL ECOLAB INC 0.1%
Value ($000) $294 (+4.0%) Shares 1,121 (+8.5%) Est. Cost $230.25 Unrealized +15.4%
FIS FIDELITY NATL INFORMATIO 0.0%
Value ($000) $14 (+390.3%) Shares 214 (+386.4%) Est. Cost $67.89 Unrealized -3.3%
WAT WATERS CORP 0.0%
Value ($000) $21 (+117.8%) Shares 55 (+71.9%) Est. Cost $355.43 Unrealized +3.5%
CCJ CAMECO CORP F 0.0%
Value ($000) $100 (+12.4%) Shares 1,098 (+3.0%) Est. Cost $50.33 Unrealized +78.7%
IHI ISHARES US MEDICAL 0.0%
Value ($000) $22 (+96.0%) Shares 360 (+89.5%) Est. Cost $60.99 Unrealized
LHX L3HARRIS TECHNOLOGIES IN 0.0%
Value ($000) $60 (+22.0%) Shares 203 (+26.9%) Est. Cost $253.86 Unrealized +13.6%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $13 (+425.1%) Shares 111 (+455.0%) Est. Cost $119.49 Unrealized +3.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $34 (+44.3%) Shares 62 (+47.6%) Est. Cost $468.56 Unrealized +17.3%
BSCT INVSC BLTSHRS 2029 CORP 0.0%
Value ($000) $235 (+4.7%) Shares 12,483 (+4.5%) Est. Cost $18.81 Unrealized
VIGI VANGUARD INTL DIVIDEND 0.0%
Value ($000) $37 (+38.9%) Shares 402 (+36.3%) Est. Cost $90.48 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $36 (-22.3%) Shares 445 (+32.8%) Est. Cost $86.00 Unrealized +23.5%
BP BP P L C F 0.0%
Value ($000) $71 (+17.1%) Shares 2,038 (+16.2%) Est. Cost $31.31 Unrealized
QQQY DEFIANCE NAS 100 WEEKLY 0.1%
Value ($000) $360 (-2.8%) Shares 15,272 (+6.3%) Est. Cost $26.36 Unrealized
TAP MOLSON COORS BEVERAG B 0.0%
Value ($000) $11 (+1328.0%) Shares 235 (+1282.4%) Est. Cost $45.99 Unrealized -0.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $74 (+15.9%) Shares 273 (+5.0%) Est. Cost $224.37 Unrealized +11.7%
BSCW INVESCO BULLETSHS 2032 0.0%
Value ($000) $235 (+4.5%) Shares 11,247 (+4.5%) Est. Cost $20.88 Unrealized
BEN FRANKLIN RES INC 0.0%
Value ($000) $97 (+11.6%) Shares 4,073 (+8.4%) Est. Cost $23.89 Unrealized -5.1%
BSCX INVESCO BULLETSHARES 0.0%
Value ($000) $235 (+4.5%) Shares 10,942 (+4.5%) Est. Cost $21.47 Unrealized
RKT ROCKET COMPANIES CLA A 0.0%
Value ($000) $55 (+22.1%) Shares 2,857 (+22.3%) Est. Cost $15.97 Unrealized +12.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $23 (+79.9%) Shares 100 (+51.5%) Est. Cost $203.31 Unrealized +7.0%
USB US BANCORP DEL 0.0%
Value ($000) $37 (+37.2%) Shares 691 (+24.3%) Est. Cost $40.14 Unrealized +21.4%
CNC CENTENE CORP DEL 0.0%
Value ($000) $21 (+90.4%) Shares 510 (+65.0%) Est. Cost $34.50 Unrealized +8.5%
HSTXF HELIOSTAR METALS LTD F 0.0%
Value ($000) $10 (+2247.7%) Shares 5,640 (+1558.8%) Est. Cost $1.55 Unrealized +2.1%
CE CELANESE CORP DEL 0.0%
Value ($000) $22 (+78.2%) Shares 532 (+77.3%) Est. Cost $100.98 Unrealized -59.6%
CPAY CORPAY INC 0.0%
Value ($000) $14 (+213.4%) Shares 48 (+200.0%) Est. Cost $294.65 Unrealized -1.5%
OC OWENS CORNING NEW 0.0%
Value ($000) $15 (+196.1%) Shares 131 (+274.3%) Est. Cost $128.63 Unrealized -8.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $34 (+40.0%) Shares 175 (+35.7%) Est. Cost $197.85 Unrealized -4.2%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $134 (+7.8%) Shares 25 (+8.7%) Est. Cost $4832.91 Unrealized +6.3%
PTC PTC INC 0.0%
Value ($000) $11 (+529.2%) Shares 66 (+633.3%) Est. Cost $186.36 Unrealized -0.3%
RL RALPH LAUREN CORP 0.0%
Value ($000) $13 (+306.1%) Shares 36 (+260.0%) Est. Cost $315.01 Unrealized +7.9%
XPO XPO INC 0.0%
Value ($000) $16 (+146.1%) Shares 117 (+134.0%) Est. Cost $133.25 Unrealized +2.2%
AGI ALAMOS GOLD INC NEW F 0.0%
Value ($000) $12 (+412.6%) Shares 301 (+363.1%) Est. Cost $33.09 Unrealized +5.3%
VTR VENTAS INC 0.0%
Value ($000) $41 (+29.2%) Shares 533 (+16.9%) Est. Cost $64.03 Unrealized +17.1%
MP MP MATLS CORP 0.0%
Value ($000) $55 (-14.3%) Shares 1,094 (+13.7%) Est. Cost $43.77 Unrealized +44.9%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $10 (+1500.5%) Shares 155 (+1837.5%) Est. Cost $69.27 Unrealized +0.3%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $14 (+204.6%) Shares 131 (+197.7%) Est. Cost $116.32 Unrealized -19.4%
DE DEERE & CO 0.1%
Value ($000) $319 (+2.9%) Shares 684 (+1.0%) Est. Cost $392.99 Unrealized +19.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $185 (-4.6%) Shares 948 (+2.9%) Est. Cost $189.13 Unrealized +3.1%
IFF INTERNTNL FLAVORS & 0.0%
Value ($000) $11 (+557.5%) Shares 156 (+500.0%) Est. Cost $66.45 Unrealized -3.1%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $56 (+18.7%) Shares 638 (+3.1%) Est. Cost $88.55 Unrealized -7.1%
ALB ALBEMARLE CORP 0.0%
Value ($000) $15 (+141.6%) Shares 105 (+40.0%) Est. Cost $85.45 Unrealized +32.5%
SA SEABRIDGE GOLD INC F 0.0%
Value ($000) $18 (+96.0%) Shares 600 (+60.0%) Est. Cost $20.67 Unrealized +27.2%
UPS UNITED PARCEL SVC INC 0.0%
Value ($000) $26 (+50.6%) Shares 260 (+26.8%) Est. Cost $122.96 Unrealized -24.6%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $70 (+14.0%) Shares 243 (+12.5%) Est. Cost $426.62 Unrealized -34.4%
LASR NLIGHT INC 0.0%
Value ($000) $16 (+121.6%) Shares 420 (+75.0%) Est. Cost $28.48 Unrealized +17.3%
CCCX CHURCHILL CAPITAL F 0.0%
Value ($000) $20 (+77.8%) Shares 1,260 (+53.7%) Est. Cost $14.22 Unrealized
BSCS INVESCO BULLETSHARS 2028 0.0%
Value ($000) $278 (+3.2%) Shares 13,491 (+3.0%) Est. Cost $20.51 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $18 (+87.1%) Shares 56 (+86.7%) Est. Cost $291.98 Unrealized +8.2%
INGR INGREDION INC 0.0%
Value ($000) $12 (+209.2%) Shares 113 (+242.4%) Est. Cost $119.27 Unrealized -5.4%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $10 (+382.4%) Shares 19 (+375.0%) Est. Cost $517.19 Unrealized +7.8%
WELL WELLTOWER INC 0.0%
Value ($000) $126 (+7.0%) Shares 680 (+2.7%) Est. Cost $113.68 Unrealized +64.0%
FTV FORTIVE CORP DISC 0.0%
Value ($000) $64 (+14.8%) Shares 1,164 (+1.8%) Est. Cost $58.36 Unrealized -11.1%
HMY HARMONY GOLD MNG LTD F 0.0%
Value ($000) $41 (+25.0%) Shares 2,080 (+14.0%) Est. Cost $13.52 Unrealized
AU ANGLOGOLD ASHANTI PLC F 0.0%
Value ($000) $24 (+53.5%) Shares 276 (+26.6%) Est. Cost $54.64 Unrealized +41.8%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $39 (+26.2%) Shares 1,073 (+20.8%) Est. Cost $34.11 Unrealized +1.8%
CMI CUMMINS INC 0.0%
Value ($000) $25 (+47.9%) Shares 49 (+22.5%) Est. Cost $309.46 Unrealized +50.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $23 (+53.4%) Shares 171 (+44.9%) Est. Cost $134.55 Unrealized +6.8%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $12 (+231.0%) Shares 358 (+261.6%) Est. Cost $32.26 Unrealized +1.8%
NUVEEN FLOATING RATE INC 0.1%
Value ($000) $320 (-2.4%) Shares 40,809 (+1.9%) Est. Cost $8.46 Unrealized
CCL CARNIVAL CORP F 0.0%
Value ($000) $16 (+93.9%) Shares 534 (+83.5%) Est. Cost $22.61 Unrealized +23.3%
ROST ROSS STORES INC 0.0%
Value ($000) $47 (+20.0%) Shares 263 (+1.5%) Est. Cost $142.17 Unrealized +17.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $32 (+32.2%) Shares 1,145 (+15.1%) Est. Cost $25.48 Unrealized +3.2%
BTC GRAYSCALE BITCOIN MINI 0.0%
Value ($000) $37 (-17.4%) Shares 960 (+8.0%) Est. Cost $47.19 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $15 (+112.1%) Shares 143 (+160.0%) Est. Cost $121.30 Unrealized -0.5%
OHI OMEGA HEALTHCARE INVS IN 0.0%
Value ($000) $44 (+21.4%) Shares 992 (+15.6%) Est. Cost $41.18 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $47 (+19.6%) Shares 136 (+20.4%) Est. Cost $330.87 Unrealized +2.9%
LUNR INTUITIVE MACHS INC 0.0%
Value ($000) $8 (+1831.7%) Shares 500 (+1150.0%) Est. Cost $11.47 Unrealized +1.0%
AIQ GLOBAL X FUND GLB X ART 0.0%
Value ($000) $16 (+89.4%) Shares 320 (+83.9%) Est. Cost $43.68 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $20 (+63.3%) Shares 139 (+14.9%) Est. Cost $107.81 Unrealized +14.9%
CI THE CIGNA GROUP 0.1%
Value ($000) $539 (-1.4%) Shares 1,959 (+3.3%) Est. Cost $325.26 Unrealized -14.2%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $25 (+43.2%) Shares 945 (+28.7%) Est. Cost $25.20 Unrealized -0.4%
DSVSF DISCOVERY SILVER CORP F 0.0%
Value ($000) $10 (+288.4%) Shares 1,650 (+135.7%) Est. Cost $3.96 Unrealized +20.7%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $48 (+18.6%) Shares 580 (+8.6%) Est. Cost $78.60 Unrealized -0.9%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $31 (+31.8%) Shares 189 (+38.0%) Est. Cost $149.94 Unrealized +12.6%
MTZ MASTEC INC 0.0%
Value ($000) $14 (+107.5%) Shares 65 (+103.1%) Est. Cost $196.69 Unrealized +6.7%
DVA DAVITA INC 0.0%
Value ($000) $9 (+542.0%) Shares 75 (+650.0%) Est. Cost $125.81 Unrealized -3.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $232 (+3.2%) Shares 1,750 (+2.2%) Est. Cost $119.09 Unrealized +11.2%
SYF SYNCHRONY FINL 0.0%
Value ($000) $9 (+324.3%) Shares 112 (+261.3%) Est. Cost $74.39 Unrealized +2.6%
UAL UNITED AIRLINES HLDG 0.0%
Value ($000) $13 (+123.9%) Shares 114 (+93.2%) Est. Cost $97.95 Unrealized +3.2%
PWR QUANTA SVCS INC 0.0%
Value ($000) $64 (+12.2%) Shares 152 (+10.1%) Est. Cost $296.27 Unrealized +48.3%
AWI ARMSTRONG WORLD INDS INC 0.0%
Value ($000) $9 (+387.4%) Shares 45 (+400.0%) Est. Cost $181.81 Unrealized +4.9%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $26 (+35.0%) Shares 550 (+21.4%) Est. Cost $38.23 Unrealized +19.8%
ZHGIIX HINES GLOBAL INCOME TRUS 0.1%
Value ($000) $727 (+0.9%) Shares 74,370 (+1.2%) Est. Cost $10.01 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $118 (-5.4%) Shares 265 (+6.0%) Est. Cost $523.65 Unrealized -11.7%
SIL GLOBAL X SILVER MINERS 0.0%
Value ($000) $17 (+64.9%) Shares 205 (+41.4%) Est. Cost $66.37 Unrealized
RDW REDWIRE CORP 0.0%
Value ($000) $8 (+619.1%) Shares 1,020 (+750.0%) Est. Cost $8.01 Unrealized -8.4%
FROG JFROG LTD F 0.0%
Value ($000) $11 (+156.6%) Shares 175 (+94.4%) Est. Cost $45.52 Unrealized +24.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $156 (+4.4%) Shares 845 (+5.9%) Est. Cost $143.36 Unrealized +25.6%
KGC KINROSS GOLD CORP F 0.0%
Value ($000) $32 (+26.2%) Shares 1,130 (+11.3%) Est. Cost $16.18 Unrealized +60.5%
KKR KKR & CO INC 0.0%
Value ($000) $24 (+37.2%) Shares 186 (+39.8%) Est. Cost $115.00 Unrealized +8.1%
BBY BEST BUY INC 0.0%
Value ($000) $8 (+369.5%) Shares 122 (+430.4%) Est. Cost $74.36 Unrealized +1.5%
KLAC KLA CORP 0.0%
Value ($000) $47 (+15.6%) Shares 39 (+2.6%) Est. Cost $654.52 Unrealized +79.0%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $10 (+156.8%) Shares 136 (+74.4%) Est. Cost $48.44 Unrealized +35.5%
HOLX HOLOGIC INC 0.0%
Value ($000) $9 (+228.7%) Shares 122 (+197.6%) Est. Cost $69.34 Unrealized +5.4%
VONE VANGUARD RUSSELL 1000 0.0%
Value ($000) $68 (+10.2%) Shares 221 (+7.8%) Est. Cost $262.18 Unrealized
SPTS STATE STRET SPDR PRTFL S 0.0%
Value ($000) $135 (+4.8%) Shares 4,604 (+4.9%) Est. Cost $29.32 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $9 (+208.3%) Shares 71 (+173.1%) Est. Cost $105.03 Unrealized +8.6%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $7 (+570.9%) Shares 65 (+550.0%) Est. Cost $104.04 Unrealized -0.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $17 (+53.6%) Shares 213 (+15.1%) Est. Cost $54.26 Unrealized +29.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $12 (+106.4%) Shares 183 (+108.0%) Est. Cost $59.97 Unrealized +2.3%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $21 (+39.2%) Shares 117 (+13.6%) Est. Cost $174.52 Unrealized -4.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $7 (+1052.2%) Shares 50 (+733.3%) Est. Cost $118.89 Unrealized -1.3%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $10 (+165.3%) Shares 112 (+143.5%) Est. Cost $80.63 Unrealized -1.2%
SPYG ST STRT SPDR PRTL S&P 0.0%
Value ($000) $112 (+5.6%) Shares 1,052 (+3.4%) Est. Cost $81.68 Unrealized
XLK STATE STRET TEC SELECT 0.1%
Value ($000) $304 (+2.0%) Shares 2,106 (+100.0%) Est. Cost $187.65 Unrealized
KR KROGER CO 0.0%
Value ($000) $90 (-6.1%) Shares 1,448 (+1.3%) Est. Cost $52.98 Unrealized +23.1%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $22 (+36.4%) Shares 375 (+24.2%) Est. Cost $45.31 Unrealized +18.3%
NET CLOUDFLARE INC 0.0%
Value ($000) $138 (+4.4%) Shares 699 (+13.7%) Est. Cost $145.91 Unrealized +45.0%
FSM FORTUNA MNG CORP F 0.0%
Value ($000) $6 (+6512.4%) Shares 600 (+5900.0%) Est. Cost $8.95 Unrealized +0.5%
EXE EXPAND ENERGY CORP 0.0%
Value ($000) $13 (+82.6%) Shares 116 (+75.8%) Est. Cost $107.11 Unrealized +3.3%
TLT ISHARES 20 PLS YEAR 0.3%
Value ($000) $1,493 (-0.4%) Shares 17,131 (+425.7%) Est. Cost $87.30 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $10 (+142.3%) Shares 54 (+116.0%) Est. Cost $173.89 Unrealized -0.9%
LPTH LIGHTPATH TECHNOLOGIES I 0.0%
Value ($000) $11 (+106.3%) Shares 1,030 (+51.5%) Est. Cost $5.62 Unrealized +44.1%
FCNCA FIRST CTZNS BANCSHARES I 0.0%
Value ($000) $13 (+79.9%) Shares 6 (+50.0%) Est. Cost $1834.00 Unrealized +2.7%
AES AES CORP 0.0%
Value ($000) $23 (+33.5%) Shares 1,582 (+22.5%) Est. Cost $11.54 Unrealized +21.6%
CRNX CRINETICS PHARMACEUTICAL 0.0%
Value ($000) $7 (+504.5%) Shares 146 (+440.7%) Est. Cost $42.20 Unrealized +5.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $209 (-2.6%) Shares 3,109 (+2.9%) Est. Cost $60.98 Unrealized +14.0%
XBNYX BLACKROCK NY MUNICIPAL I 0.0%
Value ($000) $260 (+2.2%) Shares 25,689 (+2.0%) Est. Cost $10.51 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $127 (+4.6%) Shares 5,107 (+7.1%) Est. Cost $24.77 Unrealized +1.1%
BK BANK NEW YORK MELLON COR 0.0%
Value ($000) $41 (+15.7%) Shares 355 (+8.6%) Est. Cost $86.67 Unrealized +27.5%
STT STATE STR CORP 0.0%
Value ($000) $13 (+77.6%) Shares 99 (+59.7%) Est. Cost $105.28 Unrealized +13.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $7 (+487.7%) Shares 83 (+492.9%) Est. Cost $76.62 Unrealized -1.1%
CRS CARPENTER TECHNOLOGY COR 0.0%
Value ($000) $6 (+755.2%) Shares 20 (+566.7%) Est. Cost $293.76 Unrealized +2.3%
DHI D R HORTON INC 0.0%
Value ($000) $50 (-9.9%) Shares 350 (+6.1%) Est. Cost $143.29 Unrealized +6.1%
BINC ISHARES FLEXIBLE INCME 0.1%
Value ($000) $528 (-1.0%) Shares 10,010 (+3.3%) Est. Cost $53.54 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $6 (+2188.4%) Shares 67 (+2133.3%) Est. Cost $82.15 Unrealized -0.1%
CGAU CENTERRA GOLD INC F 0.0%
Value ($000) $14 (+61.2%) Shares 1,005 (+20.4%) Est. Cost $8.74 Unrealized +43.2%
APA APA CORP 0.0%
Value ($000) $25 (+28.5%) Shares 1,004 (+27.6%) Est. Cost $19.88 Unrealized +21.4%
FNB F N B CORP PA 0.0%
Value ($000) $10 (+112.3%) Shares 600 (+100.0%) Est. Cost $15.50 Unrealized +4.9%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $7 (+323.0%) Shares 51 (+325.0%) Est. Cost $136.43 Unrealized -2.5%
GFI GOLD FIELDS LTD NEW F 0.0%
Value ($000) $18 (+42.9%) Shares 412 (+37.3%) Est. Cost $27.89 Unrealized
NXPI NXP SEMICONDUCTORS N V F 0.0%
Value ($000) $20 (+37.0%) Shares 92 (+43.8%) Est. Cost $201.98 Unrealized +5.8%
CBRE CBRE GROUP INC 0.0%
Value ($000) $31 (+20.7%) Shares 194 (+18.3%) Est. Cost $150.09 Unrealized +4.8%
GEN GEN DIGITAL INC 0.0%
Value ($000) $40 (+15.6%) Shares 1,455 (+20.7%) Est. Cost $18.95 Unrealized +41.6%
HST HOST HOTELS & RESORTS IN 0.0%
Value ($000) $14 (+63.9%) Shares 765 (+57.4%) Est. Cost $15.25 Unrealized +11.0%
MMM 3M CO 0.0%
Value ($000) $106 (+5.2%) Shares 661 (+2.0%) Est. Cost $131.89 Unrealized +23.7%
CDW CDW CORP 0.0%
Value ($000) $7 (+413.4%) Shares 48 (+500.0%) Est. Cost $160.16 Unrealized -8.2%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $7 (+246.3%) Shares 42 (+281.8%) Est. Cost $191.19 Unrealized -14.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $6 (+716.8%) Shares 86 (+760.0%) Est. Cost $70.52 Unrealized -1.9%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $27 (+23.4%) Shares 222 (+13.8%) Est. Cost $110.55 Unrealized +13.5%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $55 (+10.3%) Shares 628 (+7.4%) Est. Cost $50.45 Unrealized +108.2%
RYN RAYONIER INC 0.0%
Value ($000) $9 (+144.1%) Shares 398 (+199.2%) Est. Cost $23.81 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $143 (+3.7%) Shares 1,242 (+1.1%) Est. Cost $83.92 Unrealized +40.3%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $84 (-5.6%) Shares 470 (+3.3%) Est. Cost $171.45 Unrealized +9.2%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $9 (+136.8%) Shares 63 (+133.3%) Est. Cost $123.75 Unrealized +5.7%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $5 (+992.8%) Shares 35 (+775.0%) Est. Cost $144.83 Unrealized -1.1%
IDR IDAHO STRATEGIC RESO 0.0%
Value ($000) $7 (+244.1%) Shares 173 (+188.3%) Est. Cost $33.15 Unrealized +15.3%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $43 (+12.8%) Shares 149 (+14.6%) Est. Cost $273.89 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $12 (+64.3%) Shares 700 (+72.8%) Est. Cost $11.48 Unrealized +51.5%
PPTA PERPETUA RES CORP F 0.0%
Value ($000) $6 (+344.4%) Shares 260 (+271.4%) Est. Cost $22.53 Unrealized +9.2%
SBRA SABRA HEALTH CARE REIT I 0.0%
Value ($000) $12 (+66.3%) Shares 642 (+63.8%) Est. Cost $17.98 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $20 (+31.7%) Shares 92 (+55.9%) Est. Cost $240.16 Unrealized -9.0%
L LOEWS CORP 0.0%
Value ($000) $10 (+85.4%) Shares 99 (+76.8%) Est. Cost $95.77 Unrealized +7.8%
STX SEAGATE TECHNOLOGY H F 0.0%
Value ($000) $9 (+119.6%) Shares 32 (+88.2%) Est. Cost $205.22 Unrealized +26.2%
NBIX NEUROCRINE BIOSCIENCES I 0.0%
Value ($000) $27 (+21.4%) Shares 191 (+20.1%) Est. Cost $129.97 Unrealized +11.5%
INTU INTUIT 0.1%
Value ($000) $306 (-1.5%) Shares 462 (+1.5%) Est. Cost $650.16 Unrealized +1.6%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $8 (+160.2%) Shares 39 (+160.0%) Est. Cost $203.19 Unrealized -5.2%
ERIE ERIE INDTY CO 0.0%
Value ($000) $91 (-4.8%) Shares 318 (+5.6%) Est. Cost $404.10 Unrealized -26.2%
MGM MGM RESORTS INTL 0.0%
Value ($000) $6 (+431.0%) Shares 156 (+403.2%) Est. Cost $33.86 Unrealized +0.2%
SKE SKEENA RES LTD NEW F 0.0%
Value ($000) $5 (+2504.9%) Shares 202 (+1920.0%) Est. Cost $19.43 Unrealized +1.5%
PFG PRINCIPAL FINL GROUP INC 0.0%
Value ($000) $53 (+9.5%) Shares 600 (+2.9%) Est. Cost $74.48 Unrealized +12.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $19 (+31.2%) Shares 72 (+10.8%) Est. Cost $194.11 Unrealized +29.9%
MTD METTLER-TOLEDO INTL INC 0.0%
Value ($000) $17 (+36.3%) Shares 12 (+20.0%) Est. Cost $1253.12 Unrealized +11.4%
IP INTERNTNL PAPER CO 0.0%
Value ($000) $9 (+95.8%) Shares 231 (+131.0%) Est. Cost $43.14 Unrealized -5.3%
JBL JABIL INC 0.0%
Value ($000) $6 (+226.9%) Shares 28 (+211.1%) Est. Cost $210.71 Unrealized +1.2%
URNM SPROTT URANIUM MINERS 0.0%
Value ($000) $4 (+7308.3%) Shares 81 (+8000.0%) Est. Cost $54.75 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $10 (+71.5%) Shares 79 (+33.9%) Est. Cost $106.17 Unrealized +5.0%
SPIP ST SRT SPDR PORTFOLIO 0.0%
Value ($000) $145 (+3.1%) Shares 5,586 (+4.5%) Est. Cost $26.30 Unrealized
BTU PEABODY ENERGY CORP NEW 0.0%
Value ($000) $8 (+116.0%) Shares 270 (+92.9%) Est. Cost $20.91 Unrealized +40.3%
REG REGENCY CTRS CORP 0.0%
Value ($000) $5 (+447.7%) Shares 75 (+476.9%) Est. Cost $69.47 Unrealized +0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $10 (+69.3%) Shares 58 (+34.9%) Est. Cost $138.27 Unrealized +18.2%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $7 (+149.1%) Shares 41 (+105.0%) Est. Cost $142.75 Unrealized +10.9%
SDZNY SANDOZ GROUP AG F 0.0%
Value ($000) $6 (+171.5%) Shares 89 (+122.5%) Est. Cost $56.09 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $22 (+22.1%) Shares 164 (+32.3%) Est. Cost $130.72 Unrealized +9.8%
RCL ROYAL CARIBBEAN GROU F 0.0%
Value ($000) $11 (+53.6%) Shares 41 (+78.3%) Est. Cost $265.44 Unrealized +6.1%
TRGP TARGA RES CORP 0.0%
Value ($000) $12 (+48.3%) Shares 66 (+34.7%) Est. Cost $176.26 Unrealized -4.6%
AMCOR PLC F 0.0%
Value ($000) $93 (+4.4%) Shares 11,098 (+2.4%) Est. Cost $9.49 Unrealized -13.0%
PTBD PACER TRENDPILOT US BOND 0.1%
Value ($000) $419 (+0.9%) Shares 21,599 (+3.2%) Est. Cost $20.00 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $78 (+5.1%) Shares 264 (+12.8%) Est. Cost $280.67 Unrealized +7.8%
PL PLANET LABS PBC 0.0%
Value ($000) $6 (+146.8%) Shares 325 (+62.5%) Est. Cost $10.26 Unrealized +39.7%
ITT ITT INC 0.0%
Value ($000) $34 (+12.5%) Shares 197 (+15.9%) Est. Cost $154.67 Unrealized +15.8%
MOG/A MOOG INC 0.0%
Value ($000) $9 (+75.9%) Shares 36 (+50.0%) Est. Cost $195.44 Unrealized +12.1%
TEL TE CONNECTIVITY PLC F 0.0%
Value ($000) $14 (+38.2%) Shares 60 (+33.3%) Est. Cost $186.82 Unrealized +23.8%
EQIX EQUINIX INC 0.0%
Value ($000) $7 (+120.1%) Shares 9 (+125.0%) Est. Cost $805.40 Unrealized -3.0%
RVTY REVVITY INC 0.0%
Value ($000) $31 (+14.0%) Shares 317 (+3.3%) Est. Cost $118.79 Unrealized -19.2%
NLOP NET LEASE OFFICE PPTYS 0.0%
Value ($000) $5 (+234.4%) Shares 202 (+288.5%) Est. Cost $25.53 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $19 (+22.9%) Shares 290 (+23.9%) Est. Cost $62.72 Unrealized +2.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $8 (+89.0%) Shares 34 (+112.5%) Est. Cost $251.75 Unrealized -10.5%
PRM PERIMETER SOLUTIONS 0.0%
Value ($000) $5 (+199.8%) Shares 195 (+143.8%) Est. Cost $22.67 Unrealized +11.4%
PINS PINTEREST INC 0.0%
Value ($000) $4 (+552.1%) Shares 162 (+710.0%) Est. Cost $28.98 Unrealized -0.7%
TTD THE TRADE DESK INC 0.0%
Value ($000) $25 (-12.3%) Shares 662 (+13.4%) Est. Cost $84.72 Unrealized -47.7%
AWK AMERICAN WTR WKS CO INC 0.0%
Value ($000) $12 (+39.9%) Shares 94 (+49.2%) Est. Cost $134.25 Unrealized -0.8%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $4 (+1356.6%) Shares 31 (+1450.0%) Est. Cost $123.01 Unrealized +0.4%
SOXX ISHARES SEMICONDUCTOR 0.0%
Value ($000) $21 (+19.6%) Shares 70 (+7.7%) Est. Cost $273.25 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $11 (+43.1%) Shares 146 (+65.9%) Est. Cost $78.41 Unrealized +4.5%
GRAL GRAIL INC EQUITY 0.0%
Value ($000) $3 (+5698.3%) Shares 40 (+3900.0%) Est. Cost $85.09 Unrealized +1.5%
FTI TECHNIPFMC PLC F 0.0%
Value ($000) $22 (+17.7%) Shares 495 (+4.2%) Est. Cost $30.36 Unrealized +39.0%
WCC WESCO INTL INC 0.0%
Value ($000) $5 (+154.4%) Shares 22 (+120.0%) Est. Cost $214.23 Unrealized +14.3%
FFIV F5 INC 0.0%
Value ($000) $10 (+50.1%) Shares 38 (+90.0%) Est. Cost $274.16 Unrealized -1.9%
RRC RANGE RES CORP 0.0%
Value ($000) $5 (+140.4%) Shares 154 (+156.7%) Est. Cost $36.74 Unrealized +1.4%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $4 (+377.5%) Shares 25 (+525.0%) Est. Cost $180.40 Unrealized -1.9%
BELFB BEL FUSE INC 0.0%
Value ($000) $4 (+247.5%) Shares 26 (+188.9%) Est. Cost $146.19 Unrealized +6.8%
VTRS VIATRIS INC 0.0%
Value ($000) $7 (+78.9%) Shares 571 (+42.4%) Est. Cost $9.29 Unrealized +15.4%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $99 (+3.2%) Shares 380 (+5.6%) Est. Cost $242.91 Unrealized +5.5%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $48 (+6.9%) Shares 466 (+7.1%) Est. Cost $104.69 Unrealized -2.4%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $3 (+979.8%) Shares 33 (+560.0%) Est. Cost $79.43 Unrealized +12.6%
AFL AFLAC INC 0.1%
Value ($000) $290 (+1.1%) Shares 2,625 (+2.5%) Est. Cost $83.27 Unrealized +31.9%
IAK ISHARES US INSURANCE 0.0%
Value ($000) $9 (+49.0%) Shares 66 (+46.7%) Est. Cost $136.49 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $7 (+73.4%) Shares 106 (+43.2%) Est. Cost $48.25 Unrealized +26.8%
TBBB BBB FOODS INC F 0.0%
Value ($000) $5 (+139.4%) Shares 145 (+93.3%) Est. Cost $27.88 Unrealized +7.3%
KEYS KEYSIGHT TECHNOLOGIES IN 0.0%
Value ($000) $8 (+59.3%) Shares 37 (+37.0%) Est. Cost $162.67 Unrealized +14.1%
SSRM SSR MNG INC F 0.0%
Value ($000) $6 (+94.6%) Shares 260 (+116.7%) Est. Cost $19.79 Unrealized +12.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $101 (+2.8%) Shares 1,077 (+3.9%) Est. Cost $98.59 Unrealized -8.7%
ROL ROLLINS INC 0.0%
Value ($000) $28 (+10.7%) Shares 470 (+8.3%) Est. Cost $49.39 Unrealized +18.8%
FLEX FLEX LTD F 0.0%
Value ($000) $6 (+83.8%) Shares 97 (+76.4%) Est. Cost $56.87 Unrealized +8.6%
WVE WAVE LIFE SCIENCES LTD F 0.0%
Value ($000) $3 (+364.5%) Shares 200 (+100.0%) Est. Cost $9.13 Unrealized +11.3%
RYCEY ROLLS-ROYCE HOLDINGS P F 0.0%
Value ($000) $35 (+8.4%) Shares 2,200 (+11.7%) Est. Cost $14.85 Unrealized
SYM SYMBOTIC INC 0.0%
Value ($000) $8 (+49.0%) Shares 135 (+35.0%) Est. Cost $54.56 Unrealized +21.0%
PODD INSULET CORP 0.0%
Value ($000) $6 (+84.2%) Shares 20 (+100.0%) Est. Cost $301.98 Unrealized +3.5%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $5 (+96.6%) Shares 9 (+80.0%) Est. Cost $439.16 Unrealized +29.3%
EMBJ EMBRAER S A F 0.0%
Value ($000) $24 (+10.9%) Shares 379 (+4.1%) Est. Cost $59.63 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $7 (+52.9%) Shares 82 (+36.7%) Est. Cost $84.46 Unrealized -5.8%
ODFL OLD DOMINION FREIGHT LIN 0.0%
Value ($000) $19 (+14.2%) Shares 122 (+2.5%) Est. Cost $170.95 Unrealized -16.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $27 (+9.5%) Shares 134 (+8.1%) Est. Cost $140.99 Unrealized +43.1%
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value ($000) $3 (+427.2%) Shares 83 (+315.0%) Est. Cost $30.03 Unrealized +6.2%
NTAP NETAPP INC 0.0%
Value ($000) $7 (+48.7%) Shares 66 (+65.0%) Est. Cost $106.19 Unrealized +7.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $2 (+751.7%) Shares 59 (+1080.0%) Est. Cost $60.69 Unrealized -3.2%
CLS CELESTICA INC EQUITY F 0.0%
Value ($000) $3 (+440.7%) Shares 9 (+350.0%) Est. Cost $279.20 Unrealized +7.9%
TTWO TAKE-TWO INTERACTIVE SOF 0.0%
Value ($000) $47 (+4.8%) Shares 183 (+5.8%) Est. Cost $223.44 Unrealized +11.6%
TCEHY TENCENT HLDGS LTD F 0.0%
Value ($000) $7 (+42.3%) Shares 95 (+58.3%) Est. Cost $78.05 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $4 (+127.2%) Shares 39 (+95.0%) Est. Cost $80.43 Unrealized +20.3%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $5 (+74.0%) Shares 143 (+30.0%) Est. Cost $40.63 Unrealized -12.8%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $104 (+2.1%) Shares 568 (+1.4%) Est. Cost $151.54 Unrealized +18.2%
VRSN VERISIGN INC 0.0%
Value ($000) $19 (-9.6%) Shares 78 (+4.0%) Est. Cost $233.45 Unrealized +7.4%
LH LABCORP HLDGS INC 0.0%
Value ($000) $24 (+9.2%) Shares 95 (+25.0%) Est. Cost $238.29 Unrealized +11.3%
AXTA AXALTA COATING SYS LTD F 0.0%
Value ($000) $6 (+56.2%) Shares 173 (+38.4%) Est. Cost $30.64 Unrealized -4.2%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $394 (+0.5%) Shares 1,796 (+3.3%) Est. Cost $147.50 Unrealized +65.5%
CMG CHIPOTLE MEXICAN GRILL I 0.0%
Value ($000) $113 (+1.8%) Shares 3,041 (+7.8%) Est. Cost $59.69 Unrealized -39.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $11 (+22.4%) Shares 13 (+44.4%) Est. Cost $796.08 Unrealized +8.9%
NFG NTNL FUEL GAS CO 0.0%
Value ($000) $22 (+9.5%) Shares 273 (+26.4%) Est. Cost $84.52 Unrealized -2.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $65 (+3.0%) Shares 348 (+11.9%) Est. Cost $201.84 Unrealized -7.6%
GRMN GARMIN LTD F 0.0%
Value ($000) $32 (+6.0%) Shares 157 (+28.7%) Est. Cost $208.72 Unrealized +3.8%
JCI JOHNSON CONTROLS INT F 0.0%
Value ($000) $18 (+11.2%) Shares 149 (+2.1%) Est. Cost $84.32 Unrealized +36.2%
MHK MOHAWK INDS INC 0.0%
Value ($000) $2 (+347.9%) Shares 21 (+425.0%) Est. Cost $115.62 Unrealized -0.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $73 (-2.3%) Shares 1,250 (+2.0%) Est. Cost $48.72 Unrealized +22.7%
CDNS CADENCE DESIGN SYS INC 0.0%
Value ($000) $42 (-4.0%) Shares 136 (+7.9%) Est. Cost $297.86 Unrealized +9.6%
EW EDWARDS LIFESCIENCES COR 0.0%
Value ($000) $10 (+21.1%) Shares 116 (+10.5%) Est. Cost $83.98 Unrealized -2.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $7 (+29.5%) Shares 11 (+22.2%) Est. Cost $593.02 Unrealized +14.8%
TPL TEXAS PACIFIC LAND C 0.0%
Value ($000) $3 (+176.8%) Shares 9 (+800.0%) Est. Cost $316.36 Unrealized -3.6%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $231 (+0.7%) Shares 1,376 (+2.6%) Est. Cost $125.43 Unrealized +37.4%
BR BROADRIDGE FINL SOLUTION 0.0%
Value ($000) $42 (-3.7%) Shares 186 (+2.8%) Est. Cost $233.48 Unrealized -2.6%
CBRL CRACKER BARREL OLD CTRY 0.0%
Value ($000) $10 (+18.5%) Shares 411 (+105.5%) Est. Cost $39.67 Unrealized -20.1%
HUBS HUBSPOT INC 0.0%
Value ($000) $18 (+9.6%) Shares 46 (+27.8%) Est. Cost $591.58 Unrealized -30.0%
STE STERIS PLC F 0.0%
Value ($000) $5 (+46.4%) Shares 20 (+42.9%) Est. Cost $235.32 Unrealized +6.7%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $6 (+33.3%) Shares 31 (+40.9%) Est. Cost $206.64 Unrealized -2.1%
HPQ HP INC 0.0%
Value ($000) $10 (+18.9%) Shares 447 (+45.6%) Est. Cost $27.04 Unrealized -6.6%
PCG PG&E CORP 0.0%
Value ($000) $10 (+17.5%) Shares 647 (+10.2%) Est. Cost $15.33 Unrealized +3.9%
PDEX PRO-DEX INC COLO 0.0%
Value ($000) $5 (+48.3%) Shares 120 (+30.4%) Est. Cost $41.65 Unrealized -17.0%
UUUU ENERGY FUELS INC F 0.0%
Value ($000) $42 (+3.6%) Shares 2,865 (+18.9%) Est. Cost $9.31 Unrealized +82.2%
NRG NRG ENERGY INC 0.0%
Value ($000) $50 (+2.9%) Shares 316 (+4.6%) Est. Cost $128.59 Unrealized +28.5%
EVRG EVERGY INC 0.0%
Value ($000) $6 (+31.4%) Shares 80 (+37.9%) Est. Cost $68.57 Unrealized +10.0%
MIR MIRION TECHNOLOGIES INC 0.0%
Value ($000) $12 (+12.9%) Shares 510 (+12.1%) Est. Cost $18.06 Unrealized +38.1%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $4 (+51.3%) Shares 3 (+50.0%) Est. Cost $1329.90 Unrealized -1.4%
SHEL SHELL PLC F 0.0%
Value ($000) $24 (+6.0%) Shares 325 (+3.2%) Est. Cost $68.68 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $118 (-1.1%) Shares 510 (+1.2%) Est. Cost $225.95 Unrealized +0.6%
ENTG ENTEGRIS INC 0.0%
Value ($000) $6 (+29.9%) Shares 67 (+42.6%) Est. Cost $85.45 Unrealized +1.5%
TXT TEXTRON INC 0.0%
Value ($000) $4 (+54.8%) Shares 42 (+50.0%) Est. Cost $81.52 Unrealized +2.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $19 (-6.3%) Shares 198 (+4.2%) Est. Cost $109.49 Unrealized -6.1%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $7 (+23.8%) Shares 85 (+32.8%) Est. Cost $82.03 Unrealized -2.1%
USHY ISHARES BROAD USD HG YLD 0.0%
Value ($000) $52 (+2.4%) Shares 1,401 (+3.5%) Est. Cost $36.23 Unrealized
KRKNF KRAKEN ROBOTICS INC F 0.0%
Value ($000) $3 (+68.7%) Shares 650 (+18.2%) Est. Cost $2.93 Unrealized +45.7%
BKR BAKER HUGHES CO A 0.0%
Value ($000) $27 (-4.4%) Shares 586 (+2.3%) Est. Cost $38.18 Unrealized +24.0%
ARES ARES MGMT CORP 0.0%
Value ($000) $7 (+20.2%) Shares 44 (+18.9%) Est. Cost $160.09 Unrealized -3.2%
IVZ INVESCO LTD F 0.0%
Value ($000) $6 (+25.1%) Shares 225 (+9.2%) Est. Cost $16.00 Unrealized +52.0%
SKYT SKYWATER TECHNOLOGY INC 0.0%
Value ($000) $5 (+26.9%) Shares 300 (+30.4%) Est. Cost $12.92 Unrealized +34.5%
AIP ARTERIS INC 0.0%
Value ($000) $2 (+121.7%) Shares 130 (+44.4%) Est. Cost $9.89 Unrealized +46.5%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $4 (+39.6%) Shares 41 (+41.4%) Est. Cost $85.03 Unrealized +4.9%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $4 (+37.2%) Shares 89 (+6.0%) Est. Cost $30.81 Unrealized +12.9%
OILK PROSHARES K 1 FREE CRUDE 0.0%
Value ($000) $11 (+10.0%) Shares 290 (+18.4%) Est. Cost $44.18 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $83 (-1.2%) Shares 235 (+4.0%) Est. Cost $365.03 Unrealized -0.4%
DOW DOW INC 0.0%
Value ($000) $2 (+71.2%) Shares 99 (+67.8%) Est. Cost $28.68 Unrealized -20.6%
EBAY EBAY INC 0.0%
Value ($000) $57 (-1.7%) Shares 650 (+2.7%) Est. Cost $56.54 Unrealized +52.7%
TOL TOLL BROS INC 0.0%
Value ($000) $13 (+7.7%) Shares 99 (+10.0%) Est. Cost $147.33 Unrealized -7.9%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $5 (+23.0%) Shares 16 (+33.3%) Est. Cost $239.37 Unrealized +47.7%
RLY ST SRT MULTI AST REAL 0.0%
Value ($000) $24 (+4.0%) Shares 777 (+2.1%) Est. Cost $27.84 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $16 (+6.1%) Shares 401 (+105.6%) Est. Cost $34.01 Unrealized +9.9%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $33 (+2.9%) Shares 384 (+1.9%) Est. Cost $87.45 Unrealized +0.0%
GEO GEO GROUP INC NEW 0.0%
Value ($000) $7 (+15.3%) Shares 425 (+46.6%) Est. Cost $24.25 Unrealized -31.2%
IVES DAN IVES WEDBUSH AI 0.0%
Value ($000) $5 (+21.1%) Shares 160 (+23.1%) Est. Cost $32.02 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $7 (+14.6%) Shares 354 (+36.7%) Est. Cost $27.38 Unrealized -26.9%
EXC EXELON CORP 0.0%
Value ($000) $116 (+0.7%) Shares 2,659 (+4.0%) Est. Cost $35.85 Unrealized +26.8%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $1 (+140.4%) Shares 19 (+111.1%) Est. Cost $69.64 Unrealized +1.0%
VSAT VIASAT INC 0.0%
Value ($000) $1 (+135.2%) Shares 40 (+100.0%) Est. Cost $29.61 Unrealized +19.2%
RYTM RHYTHM PHARMACEUTICALS I 0.0%
Value ($000) $4 (+22.6%) Shares 37 (+15.6%) Est. Cost $70.40 Unrealized +50.7%
JOBY JOBY AVIATION INC F 0.0%
Value ($000) $9 (-7.2%) Shares 715 (+13.5%) Est. Cost $13.16 Unrealized +16.6%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $5 (+15.1%) Shares 69 (+6.2%) Est. Cost $66.45 Unrealized +15.3%
WRB BERKLEY W R CORP 0.0%
Value ($000) $3 (+24.6%) Shares 49 (+36.1%) Est. Cost $70.69 Unrealized +2.9%
SAIC SCIENCE APPLICATIONS INT 0.0%
Value ($000) $3 (+30.3%) Shares 27 (+28.6%) Est. Cost $109.67 Unrealized -12.9%
XLY STATE STRT CONS DSRY SLT 0.0%
Value ($000) $53 (-1.2%) Shares 442 (+100.0%) Est. Cost $152.52 Unrealized
IMPUY IMPALA PLATINUM HLDGS F 0.0%
Value ($000) $2 (+37.7%) Shares 142 (+11.8%) Est. Cost $7.49 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $5 (+12.7%) Shares 138 (+14.0%) Est. Cost $35.77 Unrealized +8.6%
KGEI KOLIBRI GLOBAL ENERGY F 0.0%
Value ($000) $16 (+3.8%) Shares 4,083 (+46.7%) Est. Cost $3.88 Unrealized +12.3%
AIZ ASSURANT INC 0.0%
Value ($000) $1 (+66.7%) Shares 6 (+50.0%) Est. Cost $208.69 Unrealized +6.8%
NWS NEWS CORP NEW 0.0%
Value ($000) $2 (+55.9%) Shares 51 (+82.1%) Est. Cost $30.73 Unrealized -3.0%
NDSN NORDSON CORP 0.0%
Value ($000) $1 (+76.7%) Shares 5 (+66.7%) Est. Cost $225.13 Unrealized +4.1%
DAYFORCE INC 0.0%
Value ($000) $1 (+88.2%) Shares 15 (+87.5%) Est. Cost $62.60 Unrealized +9.9%
EME EMCOR GROUP INC 0.0%
Value ($000) $3 (+17.7%) Shares 5 (+25.0%) Est. Cost $474.96 Unrealized +36.3%
TKO TKO GROUP HLDGS INC 0.0%
Value ($000) $1 (+45.3%) Shares 7 (+40.0%) Est. Cost $185.03 Unrealized +4.7%
INVH INVITATION HOMES INC 0.0%
Value ($000) $1 (+80.0%) Shares 29 (+107.1%) Est. Cost $30.04 Unrealized -8.0%
VTWO VANGUARD RUSSELL 2000 0.0%
Value ($000) $12 (+2.9%) Shares 122 (+1.7%) Est. Cost $82.39 Unrealized
SWK STANLEY BLACK & DECKER I 0.0%
Value ($000) $10 (+3.5%) Shares 132 (+3.9%) Est. Cost $83.41 Unrealized -16.2%
QLD PROSHARES ULTRA QQQ ETF 0.0%
Value ($000) $12 (+2.6%) Shares 172 (+100.0%) Est. Cost $103.91 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $2 (+12.2%) Shares 17 (+21.4%) Est. Cost $141.02 Unrealized -4.3%
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $1 (-20.1%) Shares 70 (+27.3%) Est. Cost $14.64 Unrealized +26.7%
NAT NORDIC AMERICAN TANKER F 0.0%
Value ($000) $2 (+17.3%) Shares 447 (+6.9%) Est. Cost $3.87 Unrealized -8.6%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 (+104.8%) Shares 18 (+260.0%) Est. Cost $25.75 Unrealized -9.5%
APIE ACTIVEPASSIVE INTERNATNL 0.0%
Value ($000) $2 (+9.9%) Shares 67 (+9.8%) Est. Cost $33.54 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $26 (+0.8%) Shares 332 (+6.8%) Est. Cost $98.19 Unrealized -15.5%
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $8 (-2.3%) Shares 140 (+89.2%) Est. Cost $86.92 Unrealized
PFFD GLOBAL X US PREFERRED 0.0%
Value ($000) $16 (-1.1%) Shares 836 (+1.6%) Est. Cost $19.47 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $7 (-2.6%) Shares 49 (+2.1%) Est. Cost $134.82 Unrealized +17.2%
LKQ LKQ CORP 0.0%
Value ($000) $0 (+81.0%) Shares 13 (+85.7%) Est. Cost $35.95 Unrealized -16.6%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $1 (+24.2%) Shares 150 (+50.0%) Est. Cost $6.44 Unrealized +1.4%
UDR UDR INC 0.0%
Value ($000) $1 (+22.8%) Shares 20 (+25.0%) Est. Cost $39.46 Unrealized -10.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $13 (-0.9%) Shares 292 (+1.4%) Est. Cost $37.90 Unrealized +20.7%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $0 (-23.7%) Shares 12 (+33.3%) Est. Cost $49.14 Unrealized -12.8%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $1 (+9.4%) Shares 66 (+17.9%) Est. Cost $20.33 Unrealized +1.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $4 (-2.0%) Shares 68 (+1.5%) Est. Cost $61.70 Unrealized +8.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $71 (+0.1%) Shares 1,186 (+5.5%) Est. Cost $51.62 Unrealized +16.4%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $1 (+8.9%) Shares 4 (+33.3%) Est. Cost $323.13 Unrealized -17.2%
NI NISOURCE INC 0.0%
Value ($000) $13 (-0.4%) Shares 318 (+3.2%) Est. Cost $36.35 Unrealized +17.2%
SIRI SIRIUSXM HLDGS INC EQUIT 0.0%
Value ($000) $0 (+36.2%) Shares 8 (+60.0%) Est. Cost $24.00 Unrealized -10.4%
IPX IPERIONX LTD F 0.0%
Value ($000) $1 (-2.2%) Shares 40 (+33.3%) Est. Cost $31.17 Unrealized
TT TRANE TECHNOLOGIES PLC F 0.0%
Value ($000) $111 (-0.0%) Shares 284 (+8.4%) Est. Cost $386.38 Unrealized +7.0%
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $2 (+0.5%) Shares 210 (+31.3%) Est. Cost $7.25 Unrealized +32.0%
WOLF WOLFSPEED INC 0.0%
Value ($000) $0 (-8.8%) Shares 3 (+50.0%) Est. Cost $24.55 Unrealized -6.5%

Exited Positions (142)

FIRST TRUST PORTFOLIOS 0.8%
Value ($000) $4,648 Shares 5,718 Est. Cost $812.82 Unrealized
GUGGENHEIM DEFINED P 0.4%
Value ($000) $2,244 Shares 2,095 Est. Cost $1071.08 Unrealized
EPS WISDOMTREE US LARGECAP 0.1%
Value ($000) $691 Shares 10,022 Est. Cost $59.98 Unrealized
FIRST TRUST PORTFOLIOS 0.1%
Value ($000) $550 Shares 577 Est. Cost $952.74 Unrealized
FIRST TRUST PORTFOLIOS 0.1%
Value ($000) $476 Shares 507 Est. Cost $939.53 Unrealized
FS SPECIALTY LENDING FUN 0.1%
Value ($000) $461 Shares 23,233 Est. Cost $20.23 Unrealized
AGGY WISDOMTREE YIELD ENHNC U 0.1%
Value ($000) $409 Shares 9,230 Est. Cost $43.39 Unrealized
CUSTOMERS BANCOR 6 PFD 0.1%
Value ($000) $407 Shares 16,100 Est. Cost $25.31 Unrealized
IGV ISHARES EXPANDED TECH 0.1%
Value ($000) $403 Shares 3,500 Est. Cost $90.32 Unrealized
USMF WISDOMTREE US 0.1%
Value ($000) $387 Shares 7,499 Est. Cost $49.77 Unrealized
YIELDMAX MSTR OPT INCM 0.1%
Value ($000) $292 Shares 20,904 Est. Cost $17.15 Unrealized
MTGP WISDOMTREE TRUST 0.0%
Value ($000) $274 Shares 6,161 Est. Cost $43.76 Unrealized
WTV WISDOMTREE U S VALUE 0.0%
Value ($000) $264 Shares 2,906 Est. Cost $82.56 Unrealized
QDEC FT VEST NASDAQ 100 0.0%
Value ($000) $205 Shares 6,600 Est. Cost $26.37 Unrealized
TOTALENERGIES SE F 0.0%
Value ($000) $194 Shares 3,256 Est. Cost $69.04 Unrealized
DGRS WISDMTRE US SMLCP QLT 0.0%
Value ($000) $138 Shares 2,754 Est. Cost $48.03 Unrealized
QSIG WISDOMTREE US SHORT TERM 0.0%
Value ($000) $114 Shares 2,338 Est. Cost $48.44 Unrealized
ISHARES IBND DEC 2025 0.0%
Value ($000) $99 Shares 3,700 Est. Cost $26.42 Unrealized
FIRST TRUST PORTFOLIOS 0.0%
Value ($000) $97 Shares 99 Est. Cost $982.33 Unrealized
QHY WISDOMTREE US HIGH YIELD 0.0%
Value ($000) $82 Shares 1,761 Est. Cost $45.50 Unrealized
RSPF INVESCO S&PINVESCO S&P 0.0%
Value ($000) $51 Shares 657 Est. Cost $72.48 Unrealized
PJAN INNOVATOR US EQUITY 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $41.32 Unrealized
KXI ISHARES GLOBAL CONSUMER 0.0%
Value ($000) $42 Shares 654 Est. Cost $65.83 Unrealized
VCIT VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS 0.0%
Value ($000) $35 Shares 414 Est. Cost $82.13 Unrealized
BIV VANGUARD INTERMEDIATE 0.0%
Value ($000) $26 Shares 339 Est. Cost $76.18 Unrealized
TMHC TAYLOR MORRISON HOME COR 0.0%
Value ($000) $26 Shares 400 Est. Cost $65.82 Unrealized -7.1%
SRAD SPORTRADAR GROUP AG F 0.0%
Value ($000) $26 Shares 977 Est. Cost $26.88 Unrealized
YIELDMAX COIN OPTN INC 0.0%
Value ($000) $26 Shares 3,816 Est. Cost $6.88 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.0%
Value ($000) $22 Shares 273 Est. Cost $77.50 Unrealized
FTAI FTAI AVIATION LTD F 0.0%
Value ($000) $21 Shares 125 Est. Cost $141.79 Unrealized +20.1%
INVESCO BLETSHS 2025 0.0%
Value ($000) $21 Shares 850 Est. Cost $24.29 Unrealized
PROSHARES ULTRASHORT 0.0%
Value ($000) $16 Shares 973 Est. Cost $16.64 Unrealized
ADYEY ADYEN N V F 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $15.99 Unrealized
CGSD CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION INCOME ETF 0.0%
Value ($000) $15 Shares 581 Est. Cost $25.93 Unrealized
ETHU 2X ETHER ETF 0.0%
Value ($000) $15 Shares 113 Est. Cost $129.85 Unrealized
SDG ISHARES MSCI GLB SUST 0.0%
Value ($000) $14 Shares 169 Est. Cost $75.02 Unrealized
CSM PROSHARES TR PROSHARES LARGE CAP CORE PLUS 0.0%
Value ($000) $14 Shares 181 Est. Cost $70.46 Unrealized
QPUX DEFIANCE 2X DAILY LONG 0.0%
Value ($000) $13 Shares 345 Est. Cost $38.40 Unrealized
INVSC BULLETSH 2025 CRP 0.0%
Value ($000) $13 Shares 637 Est. Cost $20.48 Unrealized
EXP EAGLE MATLS INC 0.0%
Value ($000) $13 Shares 55 Est. Cost $228.98 Unrealized -3.7%
TEAM ATLASSIAN CORP 0.0%
Value ($000) $12 Shares 78 Est. Cost $213.46 Unrealized -26.5%
ISPY PROSHARES TR S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $12 Shares 262 Est. Cost $42.43 Unrealized
UNILEVER PLC F 0.0%
Value ($000) $11 Shares 191 Est. Cost $60.78 Unrealized
PAAS PAN AMERN SILVER CORP F 0.0%
Value ($000) $11 Shares 288 Est. Cost $32.15 Unrealized +30.2%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $11 Shares 97 Est. Cost $135.08 Unrealized -20.5%
DXJ WISDOMTREE TR JAPAN HEDGED EQUITY FD 0.0%
Value ($000) $11 Shares 84 Est. Cost $114.26 Unrealized
JEPQ J P MORGAN EXCHANGE-TRADED FD TR NASDAQ EQUITY PREM INCOME ETF 0.0%
Value ($000) $10 Shares 169 Est. Cost $52.75 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $81.72 Unrealized -11.4%
FLDR FIDELITY LOW DURATION 0.0%
Value ($000) $7 Shares 147 Est. Cost $50.07 Unrealized
NOV NOV INC 0.0%
Value ($000) $7 Shares 550 Est. Cost $12.92 Unrealized +14.8%
TBBK BANCORP INC DEL 0.0%
Value ($000) $7 Shares 97 Est. Cost $69.71 Unrealized -1.0%
AAOI APPLIED OPTOELECTRONICS 0.0%
Value ($000) $7 Shares 280 Est. Cost $25.57 Unrealized +16.8%
NMIH NMI HLDGS INC 0.0%
Value ($000) $7 Shares 182 Est. Cost $39.12 Unrealized -3.4%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $7 Shares 1,220 Est. Cost $5.87 Unrealized -21.9%
BCI ABRDN ETFS BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 0.0%
Value ($000) $6 Shares 295 Est. Cost $20.77 Unrealized
IJJ ISHARES TR S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $6 Shares 48 Est. Cost $120.05 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $101.64 Unrealized -45.1%
XLRE SELECT SECTOR SPDR TR REAL ESTATE SELECT SECTOR SPDR FD 0.0%
Value ($000) $6 Shares 143 Est. Cost $41.42 Unrealized
BMNR BITMINE IMMERSION TECNOL 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.65 Unrealized -20.0%
ELVN ENLIVEN THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 225 Est. Cost $20.16 Unrealized -1.2%
AMSC AMERICAN SUPERCONDUCTOR 0.0%
Value ($000) $4 Shares 70 Est. Cost $49.99 Unrealized -13.5%
SOLT 2X SOLANA ETF 0.0%
Value ($000) $4 Shares 180 Est. Cost $23.01 Unrealized
PROSHARES ULTRAPRO SHORT 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.51 Unrealized
VERONA PHARMA PLC F 0.0%
Value ($000) $4 Shares 36 Est. Cost $106.67 Unrealized
QID PROSHARES ULTRASHORT QQQ 0.0%
Value ($000) $3 Shares 130 Est. Cost $21.52 Unrealized
KELLANOVA 0.0%
Value ($000) $3 Shares 32 Est. Cost $79.59 Unrealized +3.8%
BAH BOOZ ALLEN HAMILTON HLDG 0.0%
Value ($000) $3 Shares 24 Est. Cost $117.32 Unrealized -24.6%
SM SM ENERGY CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $34.54 Unrealized -42.1%
FUUFF F3 URANIUM CORP NEW F 0.0%
Value ($000) $2 Shares 15,000 Est. Cost $0.18 Unrealized -41.6%
PDYN PALLADYNE AI CORP 0.0%
Value ($000) $2 Shares 260 Est. Cost $8.20 Unrealized -17.9%
PRCH PORCH GROUP INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $6.76 Unrealized +78.1%
DUG PROSHARES ULTRASHORT 0.0%
Value ($000) $2 Shares 65 Est. Cost $33.34 Unrealized
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $136.05 Unrealized -3.4%
IREN IREN LTD F 0.0%
Value ($000) $2 Shares 40 Est. Cost $24.29 Unrealized +112.4%
TTAN SERVICETITAN INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $110.75 Unrealized -11.8%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $80.20 Unrealized
INTERPUBLIC GROUP COS IN 0.0%
Value ($000) $1 Shares 52 Est. Cost $25.21 Unrealized +3.0%
IFSPF INTERFOR CORP F 0.0%
Value ($000) $1 Shares 200 Est. Cost $11.47 Unrealized -48.1%
VG VENTURE GLOBAL INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.20 Unrealized -41.5%
GTLB GITLAB INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $45.75 Unrealized -5.4%
CSL CARLISLE COS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $378.29 Unrealized -14.7%
PSN PARSONS CORP DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $66.05 Unrealized +18.5%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $49.74 Unrealized +22.7%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $13.27 Unrealized +8.4%
BHVN BIOHAVEN LTD F 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.26 Unrealized -64.9%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $13.85 Unrealized +23.5%
VITAL ENERGY INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $43.23 Unrealized
PRMB PRIMO BRANDS CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $32.66 Unrealized -43.4%
MARA MARA HLDGS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $16.85 Unrealized -12.5%
FLS FLOWSERVE CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.92 Unrealized +18.8%
KMX CARMAX INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $72.49 Unrealized -44.8%
RXRX RECURSION PHARMACEUTICAL 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.25 Unrealized -5.7%
ATAI LIFE SCIENCES N V F 0.0%
Value ($000) $0 Shares 90 Est. Cost $5.29 Unrealized
CORZ CORE SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $14.67 Unrealized +18.9%
HTOO FUSION FUEL GREEN PLC F 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.88 Unrealized -15.6%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $86.70 Unrealized -29.7%
S SENTINELONE INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.70 Unrealized -24.5%
TGEN TECOGEN INC NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.02 Unrealized -6.4%
GNK GENCO SHIPPING & TRADI F 0.0%
Value ($000) $0 Shares 22 Est. Cost $21.52 Unrealized -18.4%
USAR USA RARE EARTH INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.29 Unrealized +33.3%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $46.19 Unrealized -29.9%
VERX VERTEX INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $38.05 Unrealized -43.2%
XOS XOS INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $7.79 Unrealized -68.5%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.84 Unrealized +29.2%
INVESCO LTD. MUNI DEBT 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.00 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $1.67 Unrealized
CZR CAESARS ENTMT INC NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.18 Unrealized -17.3%
RSSX RETURN ST US SKS AND GD 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.33 Unrealized
TRX TRX GOLD CORP F 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.32 Unrealized +131.2%
POLESTAR AUTOMOTIVE HL F 0.0%
Value ($000) $0 Shares 65 Est. Cost $1.11 Unrealized
BTGD TIDAL TST II STKD 100 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.00 Unrealized
WWR WESTWATER RES INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $0.48 Unrealized +159.2%
KBRIDGE ENERGY CORP F 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
ADURO BIOTECH INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $0 Shares 627 Est. Cost Unrealized
SUNWQ SUNWORKS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.02 Unrealized -99.5%
MIRAGEN THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 180 Est. Cost Unrealized
CHINOOK THERAPEUTICS XXX 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
VRAYQ VIEWRAY INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.00 Unrealized 0.0%
MOBILEYE NV XXX 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FSPM FUSION PHARM INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.00 Unrealized 0.0%
FIRST REPUBLIC 5.5 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
MIRATI THERAPEUTICS XXX 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GELV GREEN ENERGY LIVE INC 0.0%
Value ($000) $0 Shares 69 Est. Cost $0.00 Unrealized 0.0%
CONTRA SAGE THERAPEUTI 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.62 Unrealized -5.5%
ALTABA INC XXX 0.0%
Value ($000) $0 Shares 53 Est. Cost Unrealized
KARUS MNG INC F 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
OILSANDS QUEST INC XXX 0.0%
Value ($000) $0 Shares 1,500 Est. Cost Unrealized
ABIOMED INC - CVR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BRIAPRO THERAPEUTICS C F 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
FIRST REPUBL 5.125 PFD 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
SESEN BIO I N C 0.0%
Value ($000) $0 Shares 4,000 Est. Cost Unrealized
US OIL XXX 0.0%
Value ($000) $0 Shares 30,000 Est. Cost Unrealized
EQUITY COMWLTH XXX 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
WOLFSPEED INC XXX 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
MAKISM 3D CORP XXX 0.0%
Value ($000) $0 Shares 1,500 Est. Cost Unrealized
AZTEC OIL & GAS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
ALBIREO PHARMA INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
GREENTREE SOFTWARE I XXX 0.0%
Value ($000) $0 Shares 10,200 Est. Cost Unrealized
AEON GLOBAL HEALTH COXXX 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized

Decreased Positions (327)

GMAR FT VEST US EQTY BUFFER 0.0%
Value ($000) $143 (-97.6%) Shares 3,500 (-98.0%) Est. Cost $37.25 Unrealized
VOXR VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036 9.8%
Value ($000) $55,733 (+6.8%) Shares 11,758,052 (-3.1%) Est. Cost $2.21 Unrealized +104.8%
FV FIRST TRST DORSEY WRIGHT 1.0%
Value ($000) $5,784 (-18.0%) Shares 91,921 (-21.8%) Est. Cost $58.80 Unrealized
SPDN DIREXION DAILY S&P 500 0.0%
Value ($000) $21 (-98.3%) Shares 2,211 (-98.3%) Est. Cost $9.63 Unrealized
THRO ISHARES US THMATIC 0.8%
Value ($000) $4,489 (-17.0%) Shares 116,398 (-17.8%) Est. Cost $34.48 Unrealized
PHYS SPROTT PHYSICAL GOLD ETV 0.8%
Value ($000) $4,318 (-16.4%) Shares 130,776 (-27.0%) Est. Cost $20.51 Unrealized
RSP INVSC S P 500 EQUAL 0.4%
Value ($000) $2,366 (-25.8%) Shares 12,327 (-26.6%) Est. Cost $178.77 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,793 (-30.6%) Shares 3,986 (-31.4%) Est. Cost $195.36 Unrealized +126.9%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $4,127 (-15.5%) Shares 4,785 (-9.3%) Est. Cost $859.76 Unrealized +5.3%
PLTR PALANTIR TECHNOLOGIES IN 0.8%
Value ($000) $4,414 (-14.1%) Shares 24,832 (-11.9%) Est. Cost $26.07 Unrealized +594.5%
NEM NEWMONT CORP 0.2%
Value ($000) $1,217 (-36.8%) Shares 12,169 (-47.9%) Est. Cost $47.46 Unrealized +90.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $62 (-91.3%) Shares 3,610 (-80.5%) Est. Cost $18.70 Unrealized -5.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $65 (-90.5%) Shares 2,666 (-89.8%) Est. Cost $26.61 Unrealized -7.5%
KEYCORP 5.65 5.65 PFD 0.5%
Value ($000) $2,624 (-18.8%) Shares 123,674 (-14.9%) Est. Cost $21.91 Unrealized
SCHG SCHWAB US LARGE CAP 0.1%
Value ($000) $357 (-62.2%) Shares 10,938 (-62.6%) Est. Cost $29.15 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $130 (-81.7%) Shares 1,289 (-67.0%) Est. Cost $127.75 Unrealized -15.1%
DON WISDOMTREE US MIDCAP 0.3%
Value ($000) $1,625 (-25.4%) Shares 31,483 (-24.4%) Est. Cost $50.27 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $46 (-92.3%) Shares 3,743 (-87.6%) Est. Cost $19.90 Unrealized
AMLP ALPS ALERIAN MLP ETF 1.1%
Value ($000) $6,325 (-7.5%) Shares 134,523 (-8.4%) Est. Cost $49.10 Unrealized
DGRW WISDOMTREE US QLT DIV 0.2%
Value ($000) $1,111 (-30.4%) Shares 12,421 (-30.8%) Est. Cost $81.97 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $45 (-91.5%) Shares 444 (-89.5%) Est. Cost $123.31 Unrealized -12.2%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,225 (-16.8%) Shares 18,479 (-22.1%) Est. Cost $109.90 Unrealized +5.1%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $12 (-97.2%) Shares 28 (-97.1%) Est. Cost $449.73 Unrealized -7.6%
BXSL BLACKSTONE SECD LENDING 0.0%
Value ($000) $32 (-92.6%) Shares 1,204 (-92.6%) Est. Cost $28.78 Unrealized -9.3%
SHLD GLOBAL X DEFENSE TECH 0.2%
Value ($000) $1,234 (-22.2%) Shares 19,037 (-15.6%) Est. Cost $45.86 Unrealized
OMFL INVESCO RUSSELL 1000 0.1%
Value ($000) $652 (-34.4%) Shares 10,673 (-41.7%) Est. Cost $52.86 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $670 (-33.6%) Shares 1,180 (-16.1%) Est. Cost $585.29 Unrealized +6.0%
SGOV ISHARES 0-3 MONTH 0.1%
Value ($000) $586 (-36.4%) Shares 5,840 (-34.6%) Est. Cost $100.41 Unrealized
IJH ISHARES CORE S&P MID CAP 0.2%
Value ($000) $1,165 (-21.5%) Shares 17,650 (-26.0%) Est. Cost $61.10 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $2,137 (-11.9%) Shares 3,235 (-1.9%) Est. Cost $499.31 Unrealized +33.6%
IBIT ISHARES BITCOIN ETF 0.1%
Value ($000) $687 (-28.2%) Shares 13,836 (-6.0%) Est. Cost $49.63 Unrealized
GJUL FT VEST US EQT MDRT BFR 0.1%
Value ($000) $758 (-24.8%) Shares 18,350 (-26.2%) Est. Cost $40.27 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $528 (-31.8%) Shares 2,709 (-1.6%) Est. Cost $140.52 Unrealized +69.4%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $315 (-43.6%) Shares 10,779 (-7.7%) Est. Cost $39.48 Unrealized +4.3%
BIL ST STERT SPDR BLMBG 1 3 0.1%
Value ($000) $797 (-22.7%) Shares 8,720 (-22.4%) Est. Cost $91.43 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $44 (-83.6%) Shares 389 (-79.3%) Est. Cost $50.24 Unrealized +158.9%
DTCR GLOBAL X DATA CNTR DGTL 0.2%
Value ($000) $1,216 (-15.4%) Shares 57,608 (-17.9%) Est. Cost $20.48 Unrealized
IUSB ISHARES CORE UNIVERSAL 0.9%
Value ($000) $5,063 (-4.1%) Shares 108,788 (-2.3%) Est. Cost $45.08 Unrealized
JHML JOHN HANCOCK MLTIFACTR 0.1%
Value ($000) $392 (-33.2%) Shares 4,909 (-34.5%) Est. Cost $73.69 Unrealized
EFG ISHARES MSCI EAFE GROWTH 0.0%
Value ($000) $179 (-51.4%) Shares 1,571 (-50.7%) Est. Cost $106.74 Unrealized
ARCC ARES CAP CORP EQUITY 0.0%
Value ($000) $19 (-89.5%) Shares 957 (-89.4%) Est. Cost $20.49 Unrealized -3.4%
CIBR FIRST TRUST NASDAQ 0.0%
Value ($000) $214 (-43.3%) Shares 2,998 (-39.6%) Est. Cost $63.58 Unrealized
RDVY FT RISING DIVIDEND 2.4%
Value ($000) $13,629 (+1.2%) Shares 196,185 (-2.7%) Est. Cost $59.10 Unrealized
BANK OF AMER 5.375 PFD 0.2%
Value ($000) $1,272 (-11.0%) Shares 57,857 (-7.5%) Est. Cost $23.04 Unrealized
TLH ISHARES 10-20 YEAR TSURY 0.1%
Value ($000) $667 (-19.0%) Shares 6,564 (-15.0%) Est. Cost $102.29 Unrealized
CAPITAL ONE FI 4.8 PFD 0.0%
Value ($000) $271 (-36.0%) Shares 15,000 (-35.1%) Est. Cost $19.45 Unrealized
ETN EATON CORP PLC F 0.0%
Value ($000) $255 (-33.3%) Shares 799 (-21.6%) Est. Cost $328.68 Unrealized +7.8%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $81 (-60.7%) Shares 383 (-57.4%) Est. Cost $242.78 Unrealized -11.6%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $660 (-15.4%) Shares 4,607 (-9.2%) Est. Cost $156.67 Unrealized -6.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $287 (-29.3%) Shares 548 (-34.1%) Est. Cost $453.18 Unrealized +9.1%
JPMORGAN CHASE & 6 PFD 0.3%
Value ($000) $1,843 (-6.0%) Shares 73,300 (-5.2%) Est. Cost $25.41 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $119 (-48.3%) Shares 634 (-43.5%) Est. Cost $170.19 Unrealized +10.5%
HD HOME DEPOT INC 0.1%
Value ($000) $457 (-19.5%) Shares 1,327 (-5.1%) Est. Cost $334.38 Unrealized +9.0%
O REALTY INCOME CORP 0.0%
Value ($000) $109 (-49.5%) Shares 1,925 (-45.6%) Est. Cost $53.50 Unrealized +7.2%
SDVY FIRST TRUST SMID CAP 0.0%
Value ($000) $11 (-90.1%) Shares 300 (-90.2%) Est. Cost $36.03 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $52 (-65.7%) Shares 161 (-63.3%) Est. Cost $339.62 Unrealized -1.6%
AI C3 AI INC 0.0%
Value ($000) $254 (-28.2%) Shares 18,838 (-7.6%) Est. Cost $23.39 Unrealized -31.8%
JPMORGAN CHAS 5.75 PFD 0.2%
Value ($000) $922 (-9.5%) Shares 37,000 (-9.8%) Est. Cost $25.20 Unrealized
MWA MUELLER WATER PRODUC 0.0%
Value ($000) $0 (-100.0%) Shares 1 (-100.0%) Est. Cost $24.79 Unrealized -0.4%
BRO BROWN & BROWN INC 0.0%
Value ($000) $97 (-49.5%) Shares 1,221 (-40.4%) Est. Cost $86.93 Unrealized -4.1%
SH PROSHARES SHORT S&P 500 0.0%
Value ($000) $59 (-61.1%) Shares 1,636 (-60.1%) Est. Cost $39.88 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $104 (-46.1%) Shares 1,047 (-45.4%) Est. Cost $92.13 Unrealized +7.2%
MORGAN STANL 4.875 PFD 0.0%
Value ($000) $197 (-30.6%) Shares 9,650 (-27.2%) Est. Cost $22.32 Unrealized
KMLM KRANESHARES MOUNT LCS 0.1%
Value ($000) $437 (-16.3%) Shares 16,834 (-10.2%) Est. Cost $28.59 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $377 (+28.1%) Shares 1,834 (-2.1%) Est. Cost $102.56 Unrealized +83.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $125 (-39.4%) Shares 124 (-42.3%) Est. Cost $1004.01 Unrealized -3.5%
BANK OF AME 4.9561 PFD 0.0%
Value ($000) $160 (-33.2%) Shares 8,500 (-22.7%) Est. Cost $23.92 Unrealized
ACN ACCENTURE PLC IRELAND F 0.0%
Value ($000) $96 (-44.8%) Shares 358 (-49.1%) Est. Cost $327.46 Unrealized -22.4%
BABA ALIBABA GROUP HLDG LTD F 0.0%
Value ($000) $19 (-79.8%) Shares 127 (-75.4%) Est. Cost $133.74 Unrealized
T AT&T INC 0.1%
Value ($000) $370 (-16.4%) Shares 14,890 (-4.9%) Est. Cost $18.69 Unrealized +35.3%
LIN LINDE PLC F 0.0%
Value ($000) $237 (-22.6%) Shares 555 (-13.7%) Est. Cost $438.88 Unrealized -2.6%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $29 (-70.2%) Shares 224 (-66.8%) Est. Cost $104.93 Unrealized +31.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $140 (-32.9%) Shares 638 (-32.6%) Est. Cost $212.27 Unrealized +0.1%
VEEV VEEVA SYS INC 0.0%
Value ($000) $25 (-72.9%) Shares 114 (-63.8%) Est. Cost $240.94 Unrealized +10.1%
FDL FIRST TRUST MORNINGSTAR 0.5%
Value ($000) $2,624 (-2.5%) Shares 59,188 (-5.2%) Est. Cost $41.14 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $2 (-97.4%) Shares 25 (-96.0%) Est. Cost $37.31 Unrealized +198.9%
GLD SPDR GOLD SHARES ETF 0.2%
Value ($000) $1,093 (+6.5%) Shares 2,759 (-6.8%) Est. Cost $244.84 Unrealized
AEO AMERICAN EAGLE OUTFITTER 0.0%
Value ($000) $32 (-67.1%) Shares 1,201 (-78.7%) Est. Cost $18.08 Unrealized +8.8%
BANK OF AMER 5.875 PFD 0.1%
Value ($000) $620 (-9.4%) Shares 25,256 (-7.3%) Est. Cost $24.84 Unrealized
RBRK RUBRIK INC 0.0%
Value ($000) $8 (-89.1%) Shares 99 (-88.3%) Est. Cost $79.07 Unrealized -3.0%
ADBE ADOBE INC 0.0%
Value ($000) $60 (-50.7%) Shares 172 (-50.3%) Est. Cost $483.69 Unrealized -29.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $109 (-34.4%) Shares 54 (-23.9%) Est. Cost $1732.46 Unrealized +21.2%
JHMD JHN HNCOCK MLTFCTR DVLPD 0.1%
Value ($000) $300 (-15.5%) Shares 7,220 (-18.7%) Est. Cost $38.46 Unrealized
XIACY XIAOMI CORP F 0.0%
Value ($000) $9 (-84.8%) Shares 365 (-79.0%) Est. Cost $37.81 Unrealized
PUBLIC STORAG 5.15 PFD 0.0%
Value ($000) $159 (-24.2%) Shares 7,716 (-16.3%) Est. Cost $23.76 Unrealized
KWEB KRANESHARES CSI CHINA 0.0%
Value ($000) $6 (-89.2%) Shares 180 (-86.7%) Est. Cost $35.56 Unrealized
SPLV INVESCO S&P 500 LOW 0.0%
Value ($000) $284 (-15.1%) Shares 3,975 (-12.5%) Est. Cost $74.42 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $124 (-28.7%) Shares 771 (-13.5%) Est. Cost $150.51 Unrealized +20.9%
KVUE KENVUE INC 0.0%
Value ($000) $86 (-36.7%) Shares 4,975 (-40.1%) Est. Cost $21.22 Unrealized -23.4%
EQL ALPS EQUAL SECTOR WEIGHT 0.1%
Value ($000) $640 (-7.0%) Shares 13,804 (-7.7%) Est. Cost $64.04 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $98 (-32.6%) Shares 29 (-14.7%) Est. Cost $3312.01 Unrealized +14.1%
ARM ARM HLDGS PLC EQUITY A F 0.0%
Value ($000) $3 (-93.4%) Shares 30 (-91.5%) Est. Cost $154.54 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $374 (-11.0%) Shares 5,352 (-15.5%) Est. Cost $62.32 Unrealized +11.4%
AON AON PLC F 0.0%
Value ($000) $9 (-82.9%) Shares 26 (-82.7%) Est. Cost $359.15 Unrealized -2.8%
WELLS FARGO & 4.75 PFD 0.0%
Value ($000) $151 (-21.5%) Shares 7,750 (-34.0%) Est. Cost $21.10 Unrealized
CAPITAL ONE FINL 5 PFD 0.0%
Value ($000) $1 (-98.6%) Shares 31 (-98.5%) Est. Cost $20.69 Unrealized
PHO INVSC WATER RESC 0.0%
Value ($000) $3 (-91.9%) Shares 49 (-91.7%) Est. Cost $63.82 Unrealized
FETH FIDELITY ETHEREUM FUND 0.0%
Value ($000) $46 (-46.1%) Shares 1,550 (-24.4%) Est. Cost $41.55 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $96 (-28.4%) Shares 623 (-20.6%) Est. Cost $153.38 Unrealized -1.2%
MOS THE MOSAIC CO 0.0%
Value ($000) $4 (-90.3%) Shares 167 (-86.0%) Est. Cost $31.63 Unrealized -15.4%
SO SOUTHERN CO 0.0%
Value ($000) $233 (-13.0%) Shares 2,668 (-5.5%) Est. Cost $74.83 Unrealized +21.5%
CHGX EA SRS TRUST STNC 0.0%
Value ($000) $65 (-34.4%) Shares 2,376 (-34.1%) Est. Cost $26.10 Unrealized
GOVT ISHARES US TREASURY BOND 0.4%
Value ($000) $2,248 (-1.5%) Shares 97,622 (-1.1%) Est. Cost $22.54 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $16 (-66.9%) Shares 230 (-36.8%) Est. Cost $110.92 Unrealized -8.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $253 (-11.6%) Shares 523 (-8.7%) Est. Cost $452.22 Unrealized +5.3%
SHY ISHARES 1-3 YEAR TREASRY 0.2%
Value ($000) $912 (-3.5%) Shares 11,011 (-3.6%) Est. Cost $82.11 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $128 (-19.7%) Shares 728 (-12.2%) Est. Cost $185.02 Unrealized -2.6%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $106 (-22.8%) Shares 547 (-6.7%) Est. Cost $223.25 Unrealized -5.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $274 (-9.5%) Shares 1,576 (-4.2%) Est. Cost $175.90 Unrealized -2.9%
IRM IRON MTN INC NEW 0.0%
Value ($000) $80 (-25.7%) Shares 966 (-8.7%) Est. Cost $106.32 Unrealized -12.7%
VTIP VANGUARD SHRT INF PROT 0.0%
Value ($000) $18 (-60.8%) Shares 360 (-59.8%) Est. Cost $49.86 Unrealized
BLK BLACKROCK INC NEW 0.0%
Value ($000) $215 (-11.2%) Shares 201 (-3.4%) Est. Cost $991.42 Unrealized +9.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $133 (-17.0%) Shares 538 (-8.3%) Est. Cost $279.12 Unrealized -9.8%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $123 (-18.0%) Shares 321 (-2.1%) Est. Cost $370.88 Unrealized +8.1%
NVO NOVO-NORDISK A S F 0.0%
Value ($000) $12 (-68.6%) Shares 240 (-65.7%) Est. Cost $101.74 Unrealized
ICE INTERCONTINENTAL EXCHANG 0.0%
Value ($000) $48 (-35.3%) Shares 294 (-32.7%) Est. Cost $153.78 Unrealized +1.6%
ETHO AMPLIFY ETHO CLIMATE LDR 0.0%
Value ($000) $233 (-10.0%) Shares 3,561 (-12.3%) Est. Cost $56.00 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $114 (-18.5%) Shares 562 (-3.9%) Est. Cost $185.16 Unrealized +14.1%
IESC IES HLDGS INC 0.1%
Value ($000) $389 (-6.2%) Shares 999 (-4.1%) Est. Cost $269.82 Unrealized +49.0%
MTB M&T BK CORP 0.0%
Value ($000) $22 (-53.2%) Shares 108 (-54.0%) Est. Cost $182.39 Unrealized +4.2%
JHMM JOHN HANCOCK MULTIFCTR 0.0%
Value ($000) $200 (-10.6%) Shares 3,047 (-11.6%) Est. Cost $60.02 Unrealized
COWZ PACER US CASH COWS 100 0.3%
Value ($000) $1,476 (+1.6%) Shares 24,505 (-2.9%) Est. Cost $54.12 Unrealized
PTLC PACER TRENDPILOT US 1.0%
Value ($000) $5,687 (-0.4%) Shares 102,312 (-2.1%) Est. Cost $49.88 Unrealized
STIP ISHARES 0-5 YEAR TIPS 0.1%
Value ($000) $564 (-3.9%) Shares 5,506 (-3.0%) Est. Cost $100.13 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $73 (-23.5%) Shares 282 (-8.4%) Est. Cost $311.45 Unrealized -15.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $224 (-9.1%) Shares 2,032 (-7.8%) Est. Cost $106.32 Unrealized
IYW ISHARES US TECHNOLOGY 0.0%
Value ($000) $3 (-86.7%) Shares 17 (-87.0%) Est. Cost $165.27 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $3 (-88.2%) Shares 85 (-85.5%) Est. Cost $29.31 Unrealized +26.2%
NEAR ISHARES SHORT DURATN BND 0.1%
Value ($000) $490 (-4.3%) Shares 9,594 (-69.9%) Est. Cost $50.94 Unrealized
CPRT COPART INC 0.0%
Value ($000) $28 (-43.1%) Shares 720 (-34.6%) Est. Cost $54.69 Unrealized -24.2%
FLOT ISHARES FLOATING RATE 0.2%
Value ($000) $1,287 (-1.6%) Shares 25,312 (-1.2%) Est. Cost $50.84 Unrealized
DIME COMMUNITY 5.5 PFD 0.0%
Value ($000) $82 (-20.5%) Shares 4,600 (-14.8%) Est. Cost $19.76 Unrealized
GLXY GALAXY DIGITAL INC 0.0%
Value ($000) $15 (-58.7%) Shares 663 (-31.5%) Est. Cost $26.42 Unrealized +17.3%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $155 (-11.7%) Shares 1,003 (-1.3%) Est. Cost $143.09 Unrealized +14.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $41 (-32.9%) Shares 304 (-17.6%) Est. Cost $145.65 Unrealized +10.8%
ESML ISHARES ESG AWARE MSCI 0.0%
Value ($000) $2 (-92.1%) Shares 37 (-92.2%) Est. Cost $38.15 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $138 (-12.2%) Shares 1,491 (-11.5%) Est. Cost $71.55 Unrealized +32.1%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $0 (-98.5%) Shares 20 (-96.2%) Est. Cost $16.32 Unrealized +75.3%
NUSC NUVEEN ESG SMALL CAP 0.0%
Value ($000) $26 (-41.8%) Shares 578 (-42.5%) Est. Cost $38.97 Unrealized
MPLX MPLX LP LP 0.1%
Value ($000) $419 (+4.5%) Shares 7,826 (-2.1%) Est. Cost $51.22 Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $35 (-33.3%) Shares 144 (-14.8%) Est. Cost $145.17 Unrealized +108.0%
DIGITAL REALT 5.25 PFD 0.0%
Value ($000) $72 (-19.2%) Shares 3,454 (-12.6%) Est. Cost $22.45 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $4 (-81.5%) Shares 135 (-85.7%) Est. Cost $23.44 Unrealized +13.3%
CPNG COUPANG INC 0.0%
Value ($000) $6 (-73.3%) Shares 255 (-63.6%) Est. Cost $25.72 Unrealized +10.6%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $27 (-37.8%) Shares 294 (-26.5%) Est. Cost $91.46 Unrealized +6.8%
DOC HEALTHPEAK PPTYS INC 0.0%
Value ($000) $11 (-60.2%) Shares 663 (-52.6%) Est. Cost $18.54 Unrealized -5.8%
IT GARTNER INC 0.0%
Value ($000) $4 (-81.6%) Shares 14 (-80.8%) Est. Cost $443.42 Unrealized -45.7%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $63 (+31.5%) Shares 2,177 (-10.9%) Est. Cost $9.42 Unrealized +148.1%
FIIG FT INTRMDT DRTN INVT GRD 0.0%
Value ($000) $3 (-83.4%) Shares 139 (-83.4%) Est. Cost $20.45 Unrealized
JHSC JOHN HNCCK MLTFCTR SML 0.0%
Value ($000) $49 (-22.4%) Shares 1,163 (-22.6%) Est. Cost $39.70 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $295 (+5.0%) Shares 1,917 (-1.2%) Est. Cost $115.08 Unrealized +28.3%
DBMF IMGP DBI MANAGED FUTURES 0.1%
Value ($000) $372 (-3.6%) Shares 13,257 (-6.2%) Est. Cost $27.83 Unrealized
SPYM STATE STREET SPDR PORTFL 0.0%
Value ($000) $12 (-54.3%) Shares 146 (-55.4%) Est. Cost $65.98 Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $0 (-96.7%) Shares 5 (-96.6%) Est. Cost $96.71 Unrealized -5.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $20 (-40.0%) Shares 492 (-31.0%) Est. Cost $52.68 Unrealized -21.1%
UURAF UCORE RARE METALS INC F 0.0%
Value ($000) $8 (-61.3%) Shares 2,155 (-58.5%) Est. Cost $1.02 Unrealized +383.5%
EEM ISHARES TR MSCI EMERGING MKTS INDEX FD 0.0%
Value ($000) $74 (-15.1%) Shares 1,357 (-17.2%) Est. Cost $43.65 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $23 (-36.5%) Shares 45 (-40.8%) Est. Cost $476.64 Unrealized +2.2%
URNJ SPROTT JUNIOR URANIUM 0.0%
Value ($000) $9 (-56.8%) Shares 375 (-50.0%) Est. Cost $17.82 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $3 (-81.8%) Shares 60 (-75.0%) Est. Cost $30.77 Unrealized +82.1%
BND VANGUARD TOTAL BOND 0.0%
Value ($000) $224 (-5.1%) Shares 3,025 (-4.7%) Est. Cost $73.41 Unrealized
ASML ASML HLDG N V F 0.0%
Value ($000) $155 (+8.3%) Shares 145 (-2.0%) Est. Cost $926.01 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $39 (-23.3%) Shares 83 (-19.4%) Est. Cost $515.22 Unrealized -13.8%
VOT VANGUARD INDEX FDS MID-CAP GROWTH ETF 0.0%
Value ($000) $7 (-62.9%) Shares 25 (-60.9%) Est. Cost $283.38 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $19 (-38.3%) Shares 83 (-17.8%) Est. Cost $195.79 Unrealized +44.2%
FNV FRANCO NEV CORP F 0.0%
Value ($000) $53 (-18.0%) Shares 255 (-11.8%) Est. Cost $124.35 Unrealized +63.1%
JDST DIREXION DLY JR GOLD MIN 0.0%
Value ($000) $3 (-78.3%) Shares 1,175 (-64.4%) Est. Cost $6.99 Unrealized
JHHY JOHN HANCOCK HIGH YIELD 0.0%
Value ($000) $91 (-10.5%) Shares 3,508 (-9.5%) Est. Cost $25.81 Unrealized
SPEM SPDR INDEX SHARES EMERG 0.0%
Value ($000) $244 (-4.2%) Shares 5,208 (-4.1%) Est. Cost $37.82 Unrealized
SE SEA LTD F 0.0%
Value ($000) $20 (-34.9%) Shares 155 (-8.8%) Est. Cost $148.99 Unrealized
CP CANADIAN PACIFIC KAN F 0.0%
Value ($000) $27 (-28.4%) Shares 360 (-27.6%) Est. Cost $79.38 Unrealized -7.3%
CCI CROWN CASTLE INC REIT 0.0%
Value ($000) $61 (-14.2%) Shares 685 (-6.7%) Est. Cost $95.06 Unrealized -4.2%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $2 (-80.9%) Shares 100 (-74.4%) Est. Cost $14.56 Unrealized +124.0%
PSLV SPROTT PHYSICAL SILVER E 0.0%
Value ($000) $37 (+32.5%) Shares 1,550 (-12.0%) Est. Cost $8.76 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $4 (-71.3%) Shares 127 (-66.8%) Est. Cost $31.42 Unrealized -6.7%
VRTX VERTEX PHARMACEUTICALS I 0.0%
Value ($000) $87 (-9.2%) Shares 193 (-21.5%) Est. Cost $455.52 Unrealized -5.4%
ZTS ZOETIS INC 0.0%
Value ($000) $26 (-24.9%) Shares 207 (-12.7%) Est. Cost $161.13 Unrealized -19.2%
EUAD SELECT STOXX EUROPE ASPC 0.0%
Value ($000) $42 (-16.7%) Shares 1,000 (-7.1%) Est. Cost $35.15 Unrealized
QLTA ISHARES AAA A RATED COR 0.1%
Value ($000) $435 (-1.9%) Shares 9,040 (-1.1%) Est. Cost $48.46 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $1 (-86.1%) Shares 4 (-86.2%) Est. Cost $312.02 Unrealized +2.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $43 (-16.3%) Shares 451 (-14.3%) Est. Cost $96.00 Unrealized +2.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $34 (-18.9%) Shares 325 (-11.9%) Est. Cost $100.60 Unrealized +9.6%
MRNA MODERNA INC 0.0%
Value ($000) $2 (-76.5%) Shares 83 (-79.4%) Est. Cost $32.39 Unrealized -16.1%
IGSB ISHARES TR IS 1-5 YR IN 0.0%
Value ($000) $102 (-7.1%) Shares 1,929 (-7.6%) Est. Cost $52.64 Unrealized
ALV AUTOLIV INC COM 0.0%
Value ($000) $19 (-28.5%) Shares 163 (-25.6%) Est. Cost $115.68 Unrealized +3.2%
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value ($000) $29 (-20.4%) Shares 73 (-8.8%) Est. Cost $321.67 Unrealized +37.6%
CVNA CARVANA CO 0.0%
Value ($000) $26 (-22.4%) Shares 61 (-30.7%) Est. Cost $356.66 Unrealized +4.2%
ARE ALEXANDRIA REAL ESTATE E 0.0%
Value ($000) $0 (-94.4%) Shares 9 (-90.4%) Est. Cost $79.20 Unrealized -26.8%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $9 (-46.1%) Shares 158 (-50.9%) Est. Cost $49.81 Unrealized +3.0%
UAMY UNITED STS ANTIMONY CORP 0.0%
Value ($000) $5 (-56.9%) Shares 1,075 (-46.7%) Est. Cost $2.83 Unrealized +177.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $68 (-9.5%) Shares 274 (-3.9%) Est. Cost $235.91 Unrealized +4.9%
HL HECLA MNG CO 0.0%
Value ($000) $24 (+41.6%) Shares 1,250 (-10.7%) Est. Cost $5.17 Unrealized +195.5%
PNC PNC FINL SERVICES 0.2%
Value ($000) $1,306 (+0.5%) Shares 6,259 (-3.2%) Est. Cost $184.32 Unrealized +4.6%
JHCB JOHN HANCOCK CORPORATE 0.0%
Value ($000) $98 (-6.6%) Shares 4,569 (-5.7%) Est. Cost $21.46 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $97 (-6.6%) Shares 751 (-1.6%) Est. Cost $136.48 Unrealized -1.8%
IBKR INTERACTIVE BROKERS GROU 0.0%
Value ($000) $32 (-17.6%) Shares 499 (-11.8%) Est. Cost $47.86 Unrealized +39.8%
CLOA ISHARES AAA CLO ACTIVE 0.1%
Value ($000) $436 (-1.5%) Shares 8,423 (-1.1%) Est. Cost $51.95 Unrealized
DUST DRXN DLY GLD MNS INX BR 0.0%
Value ($000) $4 (-64.1%) Shares 490 (-47.3%) Est. Cost $19.50 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $71 (-8.2%) Shares 2,379 (-3.4%) Est. Cost $37.13 Unrealized -23.2%
BTG B2GOLD CORP F 0.0%
Value ($000) $51 (-10.4%) Shares 11,312 (-1.7%) Est. Cost $3.20 Unrealized +45.7%
CPA COPA HOLDINGS S A F 0.0%
Value ($000) $1 (-82.2%) Shares 10 (-82.5%) Est. Cost $111.94 Unrealized +8.3%
DNN DENISON MINES CORP F 0.0%
Value ($000) $10 (-34.4%) Shares 3,900 (-32.2%) Est. Cost $1.82 Unrealized +49.4%
VEA VANGUARD FTSE DEVELOPED 0.1%
Value ($000) $675 (+0.8%) Shares 10,803 (-4.1%) Est. Cost $54.65 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $7 (-43.2%) Shares 38 (-41.5%) Est. Cost $170.84 Unrealized +6.6%
SPOT SPOTIFY TECHNOLOGY S A F 0.0%
Value ($000) $22 (-19.0%) Shares 38 (-2.6%) Est. Cost $582.86 Unrealized +7.3%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $5 (-51.5%) Shares 70 (-36.4%) Est. Cost $58.09 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $7 (-41.3%) Shares 56 (-35.6%) Est. Cost $127.57 Unrealized +5.7%
IGF ISHARES GLOBAL 0.0%
Value ($000) $46 (-10.0%) Shares 743 (-10.4%) Est. Cost $59.14 Unrealized
FLUT FLUTTER ENTMT PLC F 0.0%
Value ($000) $17 (-23.3%) Shares 77 (-46.2%) Est. Cost $261.98 Unrealized -14.2%
OUST OUSTER INC 0.0%
Value ($000) $1 (-88.3%) Shares 30 (-85.4%) Est. Cost $25.59 Unrealized +3.2%
BG BUNGE GLOBAL SA F 0.0%
Value ($000) $4 (-56.8%) Shares 41 (-99.2%) Est. Cost $77.08 Unrealized +19.2%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $10 (-32.5%) Shares 145 (-15.2%) Est. Cost $81.05 Unrealized -12.6%
VMC VULCAN MATLS CO 0.0%
Value ($000) $32 (-12.7%) Shares 113 (-5.8%) Est. Cost $265.28 Unrealized +10.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $17 (-22.0%) Shares 330 (-11.3%) Est. Cost $57.39 Unrealized -6.4%
POOL POOL CORP 0.0%
Value ($000) $11 (-30.8%) Shares 46 (-6.1%) Est. Cost $348.09 Unrealized -25.5%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $2 (-69.6%) Shares 11 (-67.6%) Est. Cost $205.24 Unrealized -12.4%
HII HUNTINGTON INGALLS INDS 0.0%
Value ($000) $63 (+7.7%) Shares 185 (-3.1%) Est. Cost $250.20 Unrealized +23.7%
PPL PPL CORP 0.0%
Value ($000) $20 (-18.5%) Shares 561 (-13.6%) Est. Cost $28.87 Unrealized +24.1%
IUSG ISHARES CORE S&P US 0.1%
Value ($000) $647 (-0.7%) Shares 3,850 (-2.7%) Est. Cost $128.21 Unrealized
PDBC INVSC ACTVLY MNG OPTM YD 0.0%
Value ($000) $30 (-12.7%) Shares 2,273 (-11.6%) Est. Cost $13.11 Unrealized
JHEM JOHN HANCOCK MLTFCTR 0.0%
Value ($000) $129 (-3.3%) Shares 3,915 (-6.9%) Est. Cost $29.26 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $13 (-24.0%) Shares 187 (-20.4%) Est. Cost $69.77 Unrealized +3.9%
EG EVEREST REINSURANCE GR F 0.0%
Value ($000) $7 (-37.5%) Shares 20 (-35.5%) Est. Cost $342.92 Unrealized -3.7%
CHTR CHARTER COMMUNICATIONS I 0.0%
Value ($000) $4 (-51.2%) Shares 18 (-35.7%) Est. Cost $362.87 Unrealized -38.0%
F FORD MTR CO DEL 0.0%
Value ($000) $67 (+6.2%) Shares 5,112 (-3.2%) Est. Cost $9.83 Unrealized +30.5%
NNE NANO NUCLEAR ENERGY EQUI 0.0%
Value ($000) $3 (-54.6%) Shares 135 (-27.0%) Est. Cost $34.33 Unrealized +11.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $15 (-20.7%) Shares 117 (-10.7%) Est. Cost $123.61 Unrealized +13.9%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $5 (-43.7%) Shares 21 (-16.0%) Est. Cost $275.90 Unrealized +8.0%
DGRO ISHARES CORE DIVIDEND 0.1%
Value ($000) $840 (-0.4%) Shares 12,100 (-2.4%) Est. Cost $57.60 Unrealized
ASPI ASP ISOTOPES INC 0.0%
Value ($000) $2 (-63.2%) Shares 387 (-33.8%) Est. Cost $7.52 Unrealized +5.8%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $8 (-30.3%) Shares 110 (-40.9%) Est. Cost $53.60 Unrealized +31.9%
DOV DOVER CORP 0.0%
Value ($000) $28 (+14.2%) Shares 144 (-2.0%) Est. Cost $174.45 Unrealized +4.2%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $22 (-13.8%) Shares 123 (-19.1%) Est. Cost $172.36 Unrealized +8.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $22 (-13.6%) Shares 296 (-5.7%) Est. Cost $67.59 Unrealized +15.8%
VSS VGRD FTSE ALL WRLD EX US 0.0%
Value ($000) $230 (-1.5%) Shares 1,603 (-2.0%) Est. Cost $117.20 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $3 (-49.4%) Shares 12 (-53.8%) Est. Cost $262.72 Unrealized
NXE NEXGEN ENERGY LTD F 0.0%
Value ($000) $11 (-22.7%) Shares 1,210 (-24.8%) Est. Cost $6.86 Unrealized +28.7%
IJS ISHARES S&P SMALL CAP 0.0%
Value ($000) $205 (+1.5%) Shares 1,797 (-1.3%) Est. Cost $96.86 Unrealized
GLDM SPDR GOLD MINISHARES ETV 0.0%
Value ($000) $30 (-9.2%) Shares 353 (-18.7%) Est. Cost $66.47 Unrealized
VBK VANGUARD SMALL CAP 0.0%
Value ($000) $122 (-2.3%) Shares 404 (-3.8%) Est. Cost $254.00 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $3 (-52.6%) Shares 1,325 (-41.1%) Est. Cost $2.63 Unrealized -14.0%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $10 (-21.7%) Shares 115 (-14.2%) Est. Cost $99.98 Unrealized -5.4%
HELO JPMORGN HEDGD EQTY LAD 0.0%
Value ($000) $29 (-8.8%) Shares 442 (-10.7%) Est. Cost $62.66 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $70 (+4.2%) Shares 287 (-8.6%) Est. Cost $185.05 Unrealized +20.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $28 (+11.0%) Shares 3,610 (-12.6%) Est. Cost $1.27 Unrealized +549.2%
MET METLIFE INC 0.0%
Value ($000) $13 (-16.5%) Shares 170 (-12.8%) Est. Cost $63.65 Unrealized +24.0%
LCTX LINEAGE CELL THERAPEUTIC 0.0%
Value ($000) $58 (-4.2%) Shares 34,600 (-3.1%) Est. Cost $0.59 Unrealized +194.9%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $18 (+16.3%) Shares 121 (-4.0%) Est. Cost $117.66 Unrealized +15.3%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $2 (-51.8%) Shares 14 (-48.1%) Est. Cost $154.52 Unrealized +4.1%
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $7 (-24.2%) Shares 309 (-22.6%) Est. Cost $19.74 Unrealized +18.7%
GSK GSK PLC ADR F 0.0%
Value ($000) $20 (-10.0%) Shares 418 (-20.8%) Est. Cost $36.01 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $34 (-6.3%) Shares 336 (-2.0%) Est. Cost $81.19 Unrealized +25.6%
FLR FLUOR CORP NEW 0.0%
Value ($000) $2 (-49.4%) Shares 58 (-46.3%) Est. Cost $41.59 Unrealized +6.4%
HIG HARTFORD INS GROUP INC 0.0%
Value ($000) $191 (+1.2%) Shares 1,384 (-2.1%) Est. Cost $113.68 Unrealized +15.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $6 (-25.9%) Shares 109 (-14.8%) Est. Cost $69.79 Unrealized -7.1%
MSCI MSCI INC 0.0%
Value ($000) $5 (-32.6%) Shares 8 (-33.3%) Est. Cost $537.23 Unrealized +4.2%
ATZAF ARITZIA INC F 0.0%
Value ($000) $18 (-11.0%) Shares 209 (-37.4%) Est. Cost $56.93 Unrealized +27.7%
LYV LIVE NATION ENTMT INC 0.0%
Value ($000) $9 (-19.0%) Shares 65 (-7.1%) Est. Cost $110.40 Unrealized +30.2%
APTV APTIV PLC NEW F 0.0%
Value ($000) $1 (-66.6%) Shares 14 (-62.2%) Est. Cost $61.92 Unrealized +29.7%
APO APOLLO GLOBAL MGMT INC N 0.0%
Value ($000) $16 (-11.9%) Shares 107 (-18.9%) Est. Cost $139.81 Unrealized -5.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $11 (-15.9%) Shares 52 (-13.3%) Est. Cost $193.15 Unrealized +5.7%
YPF YPF SOCIEDAD ANONIMA F 0.0%
Value ($000) $10 (+26.0%) Shares 275 (-15.4%) Est. Cost $21.68 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $7 (-22.5%) Shares 292 (-18.9%) Est. Cost $28.38 Unrealized -19.0%
EXK ENDEAVOUR SILVER CORP F 0.0%
Value ($000) $15 (+15.5%) Shares 1,566 (-3.6%) Est. Cost $3.94 Unrealized +115.2%
SEZL SEZZLE INC 0.0%
Value ($000) $1 (-63.2%) Shares 18 (-53.8%) Est. Cost $93.23 Unrealized -26.9%
EQX EQUINOX GOLD CORP F 0.0%
Value ($000) $46 (+4.4%) Shares 3,300 (-16.6%) Est. Cost $6.47 Unrealized +95.2%
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value ($000) $1 (-70.8%) Shares 130 (-75.2%) Est. Cost $5.75 Unrealized +3.8%
CME CME GROUP INC 0.0%
Value ($000) $175 (-1.1%) Shares 641 (-2.1%) Est. Cost $223.01 Unrealized +21.4%
AOS SMITH A O CORP 0.0%
Value ($000) $5 (-27.4%) Shares 76 (-19.1%) Est. Cost $81.58 Unrealized -17.3%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $5 (-29.7%) Shares 5 (-28.6%) Est. Cost $729.61 Unrealized +31.7%
HMENF HEMISPHERE ENERGY CORP F 0.0%
Value ($000) $7 (-20.4%) Shares 5,000 (-12.3%) Est. Cost $1.32 Unrealized +13.3%
LQD ISHARES IBOXX INVT GRADE 0.0%
Value ($000) $30 (-5.6%) Shares 271 (-2.2%) Est. Cost $107.52 Unrealized
SW SMURFIT WESTROCK PLC F 0.0%
Value ($000) $1 (-55.2%) Shares 37 (-50.7%) Est. Cost $44.73 Unrealized -14.8%
ESGE ISHARES ESG AWARE MSCI 0.0%
Value ($000) $2 (-49.7%) Shares 39 (-50.0%) Est. Cost $33.54 Unrealized
KEY KEYCORP NEW 0.0%
Value ($000) $19 (-8.4%) Shares 912 (-17.0%) Est. Cost $16.22 Unrealized +14.0%
PPG PPG INDS INC 0.0%
Value ($000) $14 (-10.6%) Shares 141 (-7.8%) Est. Cost $117.27 Unrealized -14.6%
FOX FOX CORP 0.0%
Value ($000) $3 (-39.6%) Shares 40 (-46.7%) Est. Cost $52.38 Unrealized +11.5%
DJT TRUMP MEDIA & TECHNO 0.0%
Value ($000) $4 (-28.8%) Shares 300 (-11.8%) Est. Cost $31.64 Unrealized -56.9%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 (-76.2%) Shares 19 (-99.8%) Est. Cost $31.27 Unrealized -10.5%
PEG PUBLIC SVC ENTERPRISE GR 0.0%
Value ($000) $25 (-5.9%) Shares 306 (-2.2%) Est. Cost $79.09 Unrealized +2.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $2 (-38.8%) Shares 30 (-36.2%) Est. Cost $82.90 Unrealized -4.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $5 (-23.2%) Shares 10 (-23.1%) Est. Cost $497.89 Unrealized -4.8%
AGX ARGAN INC 0.0%
Value ($000) $5 (-22.7%) Shares 16 (-33.3%) Est. Cost $228.35 Unrealized +38.8%
GENI GENIUS SPORTS LTD F 0.0%
Value ($000) $2 (-46.6%) Shares 150 (-40.0%) Est. Cost $11.18 Unrealized -2.4%
TORXF TOREX GOLD RES INC F 0.0%
Value ($000) $10 (-12.2%) Shares 210 (-23.6%) Est. Cost $19.32 Unrealized +132.3%
GL GLOBE LIFE INC 0.0%
Value ($000) $1 (-65.1%) Shares 5 (-64.3%) Est. Cost $130.11 Unrealized +4.1%
NAK NORTHERN DYNASTY MINER F 0.0%
Value ($000) $6 (+25.0%) Shares 3,190 (-23.9%) Est. Cost $0.89 Unrealized +116.9%
GDDY GODADDY INC 0.0%
Value ($000) $0 (-90.9%) Shares 1 (-90.0%) Est. Cost $179.44 Unrealized -27.9%
WDAY WORKDAY INC 0.0%
Value ($000) $6 (-16.5%) Shares 29 (-6.5%) Est. Cost $240.35 Unrealized -5.5%
VHT VANGUARD HEALTH CARE 0.0%
Value ($000) $20 (+6.3%) Shares 69 (-4.2%) Est. Cost $259.92 Unrealized
INOD INNODATA INC 0.0%
Value ($000) $1 (-60.3%) Shares 15 (-40.0%) Est. Cost $41.62 Unrealized +56.7%
CXW CORECIVIC INC 0.0%
Value ($000) $2 (-35.4%) Shares 110 (-31.3%) Est. Cost $20.49 Unrealized -10.6%
U UNITY SOFTWARE INC 0.0%
Value ($000) $4 (-23.2%) Shares 80 (-30.4%) Est. Cost $28.76 Unrealized +41.7%
NWSA NEWS CORP NEW 0.0%
Value ($000) $2 (-40.9%) Shares 59 (-30.6%) Est. Cost $28.53 Unrealized -8.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $18 (-5.5%) Shares 361 (-12.2%) Est. Cost $39.61 Unrealized +15.6%
OKTA OKTA INC 0.0%
Value ($000) $12 (-7.7%) Shares 138 (-2.1%) Est. Cost $86.82 Unrealized +0.5%
SCHX SCHWAB US LARGE CAP ETF 0.2%
Value ($000) $1,166 (+0.1%) Shares 43,332 (-2.0%) Est. Cost $33.45 Unrealized
CRL CHARLES RIV LABORATORIES 0.0%
Value ($000) $5 (-15.0%) Shares 26 (-33.3%) Est. Cost $147.72 Unrealized +22.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $8 (+12.9%) Shares 76 (-5.0%) Est. Cost $82.45 Unrealized +17.4%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 (-45.0%) Shares 104 (-35.0%) Est. Cost $9.76 Unrealized +41.3%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $10 (-7.9%) Shares 300 (-30.6%) Est. Cost $41.40 Unrealized -20.6%
RIG TRANSOCEAN LTD F 0.0%
Value ($000) $5 (+21.4%) Shares 1,110 (-8.3%) Est. Cost $2.70 Unrealized +43.9%
KNF KNIFE RIV CORP 0.0%
Value ($000) $0 (-65.7%) Shares 6 (-62.5%) Est. Cost $91.52 Unrealized -23.3%
VOD VODAFONE GROUP PLC NEW F 0.0%
Value ($000) $8 (+10.8%) Shares 592 (-2.6%) Est. Cost $8.79 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $2 (-26.3%) Shares 20 (-13.0%) Est. Cost $126.44 Unrealized -11.1%
TRMB TRIMBLE INC 0.0%
Value ($000) $1 (-33.3%) Shares 16 (-30.4%) Est. Cost $79.08 Unrealized +0.8%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $61 (+1.0%) Shares 157 (-9.2%) Est. Cost $266.71 Unrealized +40.7%
HUM HUMANA INC 0.0%
Value ($000) $5 (-10.1%) Shares 21 (-8.7%) Est. Cost $258.78 Unrealized +1.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 (+5.4%) Shares 94 (-3.1%) Est. Cost $112.82 Unrealized -5.6%
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $12 (-4.3%) Shares 449 (-6.8%) Est. Cost $21.92 Unrealized +15.8%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $19 (-2.8%) Shares 124 (-7.5%) Est. Cost $150.47 Unrealized -2.3%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $980 (+0.1%) Shares 5,126 (-2.5%) Est. Cost $162.24 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $0 (-56.2%) Shares 2 (-50.0%) Est. Cost $204.62 Unrealized +8.1%
MCK MCKESSON CORP 0.0%
Value ($000) $274 (+0.2%) Shares 334 (-5.6%) Est. Cost $482.78 Unrealized +68.9%
XYLD GLOBAL X S&P 500 COVERED 0.0%
Value ($000) $68 (-0.6%) Shares 1,681 (-4.0%) Est. Cost $40.47 Unrealized
RAL RALLIANT CORP 0.0%
Value ($000) $17 (+2.5%) Shares 332 (-11.9%) Est. Cost $49.24 Unrealized -4.8%
COO COOPER COS INC 0.0%
Value ($000) $3 (-10.5%) Shares 42 (-25.0%) Est. Cost $80.22 Unrealized -6.7%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $2 (-14.4%) Shares 36 (-12.2%) Est. Cost $64.66 Unrealized -6.2%
PGNY PROGYNY INC 0.0%
Value ($000) $13 (-2.8%) Shares 505 (-18.5%) Est. Cost $21.88 Unrealized +5.1%
BKSY BLACKSKY TECHNOLOGY INC 0.0%
Value ($000) $1 (-32.3%) Shares 40 (-27.3%) Est. Cost $12.57 Unrealized +62.2%
NCLH NORWEGIAN CRUISE LINE F 0.0%
Value ($000) $2 (-15.3%) Shares 86 (-6.5%) Est. Cost $22.09 Unrealized -4.4%
HUBB HUBBELL INC 0.0%
Value ($000) $3 (-11.5%) Shares 6 (-14.3%) Est. Cost $421.60 Unrealized +3.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 (+17.5%) Shares 18 (-10.0%) Est. Cost $100.80 Unrealized +6.3%
HBAN HUNTINGTON BANCSHARES IN 0.0%
Value ($000) $26 (-1.0%) Shares 1,513 (-1.5%) Est. Cost $12.75 Unrealized +27.8%
NDAQ NASDAQ INC 0.0%
Value ($000) $6 (+4.5%) Shares 59 (-4.8%) Est. Cost $90.04 Unrealized -0.3%
ALLE ALLEGION PUB LTD CO F 0.0%
Value ($000) $0 (-55.1%) Shares 1 (-50.0%) Est. Cost $150.72 Unrealized +10.6%
RSST RETURN STACKED US STK 0.1%
Value ($000) $452 (-0.0%) Shares 15,960 (-6.7%) Est. Cost $23.52 Unrealized

Unchanged Positions (528)

GILD GILEAD SCIENCES INC 1.4%
Value ($000) $8,185 Shares 66,686 Est. Cost $74.00 Unrealized +63.3%
PCAR PACCAR INC 0.6%
Value ($000) $3,410 Shares 31,136 Est. Cost $97.00 Unrealized +4.4%
AMZN AMAZON.COM INC 1.2%
Value ($000) $6,702 Shares 29,037 Est. Cost $183.70 Unrealized +24.5%
AMGN AMGEN INC 0.3%
Value ($000) $1,767 Shares 5,398 Est. Cost $244.97 Unrealized +29.0%
AMD ADVANCED MICRO DEVIC 0.2%
Value ($000) $924 Shares 4,313 Est. Cost $126.26 Unrealized +77.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,519 Shares 26,317 Est. Cost $44.03 Unrealized +34.8%
NOCT INNOVATOR GROW 100 POWER 0.3%
Value ($000) $1,641 Shares 28,332 Est. Cost $50.71 Unrealized
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $4,620 Shares 7,364 Est. Cost $502.41 Unrealized
VUG VANGUARD GROWTH ETF 0.8%
Value ($000) $4,498 Shares 9,200 Est. Cost $408.18 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,134 Shares 8,391 Est. Cost $64.30 Unrealized +107.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $555 Shares 969 Est. Cost $360.61 Unrealized +54.0%
MSA MSA SAFETY INC 0.2%
Value ($000) $1,033 Shares 6,450 Est. Cost $171.42 Unrealized -5.0%
TSM TAIWAN SEMICONDUCTOR M F 0.2%
Value ($000) $1,041 Shares 3,426 Est. Cost $161.94 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $435 Shares 751 Est. Cost $542.93 Unrealized +4.1%
IWB ISHARES RUSSELL 1000 0.7%
Value ($000) $3,886 Shares 10,407 Est. Cost $299.05 Unrealized
LTC LTC PPTYS INC 0.1%
Value ($000) $539 Shares 15,693 Est. Cost $36.57 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $434 Shares 2,355 Est. Cost $171.19 Unrealized +17.9%
KTOS KRATOS DEFENSE & SEC SOL 0.0%
Value ($000) $190 Shares 2,502 Est. Cost $22.92 Unrealized +257.2%
FBTC FIDELITY WISE ORIGIN 0.0%
Value ($000) $111 Shares 1,452 Est. Cost $77.07 Unrealized
NVDA NVIDIA CORP 1.8%
Value ($000) $10,365 Shares 55,573 Est. Cost $113.52 Unrealized +64.0%
IGEB ISHARES INVEST GRD SYS 0.6%
Value ($000) $3,331 Shares 72,962 Est. Cost $44.39 Unrealized
ABR ARBOR RLTY TR INC 0.0%
Value ($000) $58 Shares 7,480 Est. Cost $13.85 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $402 Shares 6,696 Est. Cost $61.27 Unrealized -6.4%
V VISA INC 0.2%
Value ($000) $982 Shares 2,799 Est. Cost $288.13 Unrealized +18.1%
CTA SIMPLIFY MANAGED FUTURS 0.1%
Value ($000) $503 Shares 18,443 Est. Cost $28.04 Unrealized
TAIL CAMBRIA TAIL RISK ETF 0.2%
Value ($000) $942 Shares 81,996 Est. Cost $11.71 Unrealized
MUB ISHARES NATIONAL MUNI 0.7%
Value ($000) $3,779 Shares 35,277 Est. Cost $106.25 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $259 Shares 2,783 Est. Cost $67.00 Unrealized +29.3%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $72 Shares 1,125 Est. Cost $31.58 Unrealized
EMLP FIRST TRUST NORTH 0.4%
Value ($000) $2,095 Shares 55,328 Est. Cost $30.49 Unrealized
PNR PENTAIR PLC F 0.1%
Value ($000) $328 Shares 3,149 Est. Cost $91.68 Unrealized +16.4%
MSTR STRATEGY INC 0.0%
Value ($000) $19 Shares 125 Est. Cost $329.32 Unrealized -30.1%
FS CREDIT OPPORTUNITIES 0.0%
Value ($000) $219 Shares 34,841 Est. Cost $6.80 Unrealized
IJR ISHARES CORE S&P SMALL 0.2%
Value ($000) $1,013 Shares 8,433 Est. Cost $106.45 Unrealized
WTW WILLIS TOWERS WATSON P F 0.1%
Value ($000) $369 Shares 1,124 Est. Cost $252.98 Unrealized +29.1%
VWO VANGUARD FTSE EMERGING 0.2%
Value ($000) $1,414 Shares 26,295 Est. Cost $53.29 Unrealized
FGD FST TST DOW JNS GLBL SEL 0.1%
Value ($000) $340 Shares 11,231 Est. Cost $23.25 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $159 Shares 430 Est. Cost $283.05 Unrealized +26.1%
STAA STAAR SURGICAL CO 0.0%
Value ($000) $97 Shares 4,180 Est. Cost $20.06 Unrealized +28.5%
WISE THEMES GENRTVE ARTFCL 0.0%
Value ($000) $125 Shares 3,200 Est. Cost $35.37 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $355 Shares 1,470 Est. Cost $222.92 Unrealized +7.6%
DASH DOORDASH INC 0.0%
Value ($000) $70 Shares 311 Est. Cost $192.27 Unrealized +22.0%
PWS PACER WEALTHSHIELD ETF 0.2%
Value ($000) $1,389 Shares 42,978 Est. Cost $29.59 Unrealized
IGLB ISHRS 10 YR INVEST GRADE 0.1%
Value ($000) $409 Shares 8,114 Est. Cost $49.39 Unrealized
GAUG FT VEST US EQT MDRT BFR 0.1%
Value ($000) $779 Shares 19,850 Est. Cost $38.61 Unrealized
SPHQ INVESCO S&P 500 QUALITY 0.1%
Value ($000) $529 Shares 7,050 Est. Cost $66.87 Unrealized
IWM ISHARES RUSSELL 2000 0.1%
Value ($000) $535 Shares 2,175 Est. Cost $207.09 Unrealized
RIVERNORTH DOUBLLINE STR 0.0%
Value ($000) $163 Shares 20,484 Est. Cost $8.55 Unrealized
CATY CATHAY GEN BANCORP 0.3%
Value ($000) $1,491 Shares 30,815 Est. Cost $37.28 Unrealized +28.4%
TXUE THORNBURG INTERNATIONAL 0.1%
Value ($000) $380 Shares 12,130 Est. Cost $30.30 Unrealized
DFUV DIMENSIONAL US 0.0%
Value ($000) $282 Shares 6,060 Est. Cost $40.92 Unrealized
SCHD SCHWAB US DIVIDEND 1.4%
Value ($000) $7,671 Shares 279,654 Est. Cost $42.84 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $35 Shares 146 Est. Cost $202.97 Unrealized +54.9%
AZN ASTRAZENECA PLC F 0.0%
Value ($000) $62 Shares 673 Est. Cost $69.56 Unrealized
NTNL STORAGE AFF 6 PFD 0.1%
Value ($000) $398 Shares 18,974 Est. Cost $21.38 Unrealized
SPYV ST STRT SPDR PRTFL S&P 0.1%
Value ($000) $498 Shares 8,774 Est. Cost $51.27 Unrealized
TFLO ISHARES TREASURY 0.5%
Value ($000) $3,073 Shares 60,906 Est. Cost $50.50 Unrealized
NTR NUTRIEN LTD F 0.0%
Value ($000) $189 Shares 3,055 Est. Cost $58.17 Unrealized +1.2%
SUB ISHARES SHORT TERM NTNL 0.2%
Value ($000) $983 Shares 9,211 Est. Cost $104.34 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $37 Shares 3,500 Est. Cost $7.48 Unrealized +22.0%
KBSR KBS REAL ESTATE INVESTME 0.0%
Value ($000) $20 Shares 7,441 Est. Cost $3.89 Unrealized
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $506 Shares 19,088 Est. Cost $36.82 Unrealized
WPM WHEATON PRECIOUS METAL F 0.0%
Value ($000) $174 Shares 1,480 Est. Cost $54.05 Unrealized +98.1%
TD TORONTO DOMINION BK ISIN#CA8911605092 0.0%
Value ($000) $54 Shares 568 Est. Cost $58.22 Unrealized +45.0%
SHOP SHOPIFY INC F 0.0%
Value ($000) $107 Shares 663 Est. Cost $74.96 Unrealized +114.2%
GE GE AEROSPACE 0.1%
Value ($000) $532 Shares 1,727 Est. Cost $166.09 Unrealized +81.1%
RAAX VANECK REAL ASSETS ETF 0.1%
Value ($000) $566 Shares 16,204 Est. Cost $31.34 Unrealized
LIF LIFE360 INC EQUITY 0.0%
Value ($000) $11 Shares 175 Est. Cost $84.21 Unrealized -1.4%
JMSI JPMORGAN SUSTAINABL MNCL 0.4%
Value ($000) $2,216 Shares 43,978 Est. Cost $50.22 Unrealized
FRDM FREEDOM 100 EMERGING 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $35.78 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $63 Shares 735 Est. Cost $36.86 Unrealized
SPHD INVESCO S&P 500 HIGH 0.0%
Value ($000) $216 Shares 4,500 Est. Cost $44.14 Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $15 Shares 1,155 Est. Cost $14.51 Unrealized +7.3%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $157 Shares 764 Est. Cost $130.01 Unrealized +53.1%
MUNI PIMCO INTRMEDIATE MUNI 0.1%
Value ($000) $846 Shares 16,145 Est. Cost $51.79 Unrealized
QMAG FT VEST NASDAQ 100 MODRT 0.1%
Value ($000) $331 Shares 14,000 Est. Cost $23.22 Unrealized
GDXJ VANECK JUNIOR GOLD 0.0%
Value ($000) $47 Shares 414 Est. Cost $56.48 Unrealized
EATON VANCE TAX ADV GLBL 0.0%
Value ($000) $71 Shares 3,076 Est. Cost $18.13 Unrealized
FXH FIRST TRUST HEALTH CARE 0.0%
Value ($000) $164 Shares 1,438 Est. Cost $104.60 Unrealized
ALLSRPING UTLTS AND HGH 0.0%
Value ($000) $116 Shares 9,808 Est. Cost $9.48 Unrealized
BOND PIMCO ACTIVE BOND ETF 0.1%
Value ($000) $673 Shares 7,216 Est. Cost $90.54 Unrealized
DTH WISDOMTREE INTERNATIONAL 0.0%
Value ($000) $103 Shares 2,000 Est. Cost $46.34 Unrealized
MFC MANULIFE FINL CORP F 0.0%
Value ($000) $34 Shares 946 Est. Cost $30.95 Unrealized +9.7%
OUSA ALPS O SHARES US QLTY 0.0%
Value ($000) $197 Shares 3,413 Est. Cost $49.66 Unrealized
CHKP CHECK POINT SOFTWARE T F 0.0%
Value ($000) $40 Shares 217 Est. Cost $211.90 Unrealized -8.8%
IBBQ INVESCO NASDAQ 0.0%
Value ($000) $30 Shares 1,067 Est. Cost $23.78 Unrealized
HAP VANECK NATURAL RESOURCES 0.0%
Value ($000) $84 Shares 1,395 Est. Cost $49.89 Unrealized
CALF PACER US SMALL CAP CASH 0.1%
Value ($000) $321 Shares 7,232 Est. Cost $43.35 Unrealized
FTCS FIRST TRUST CAPITAL 0.1%
Value ($000) $342 Shares 3,700 Est. Cost $88.29 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $40.99 Unrealized -0.3%
FSV FIRSTSERVICE CORP REGISTERED SHS ISIN#CA33767E2024 0.0%
Value ($000) $18 Shares 115 Est. Cost $172.36 Unrealized -5.8%
NOBL PROSHARES S&P 500 DIV 0.1%
Value ($000) $429 Shares 4,121 Est. Cost $95.17 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $449 Shares 785 Est. Cost $501.37 Unrealized +11.5%
BYDDF BYD COMPANY LTD SHS H ISIN#CNE100000296 0.0%
Value ($000) $25 Shares 2,064 Est. Cost $14.09 Unrealized -8.5%
SMFG SUMITOMO MITSUI FINL G F 0.0%
Value ($000) $29 Shares 1,505 Est. Cost $15.09 Unrealized
LOTUS RESOURCES LT ORDF 0.0%
Value ($000) $12 Shares 100,000 Est. Cost $0.14 Unrealized
SPGP INVESCO S AND P 500 GARP 0.3%
Value ($000) $1,823 Shares 16,012 Est. Cost $102.58 Unrealized
IRS IRSA INVERSIONES Y REP F 0.0%
Value ($000) $13 Shares 802 Est. Cost $9.36 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $33 Shares 126 Est. Cost $262.23 Unrealized +5.7%
LCID LUCID GROUP INC 0.0%
Value ($000) $3 Shares 269 Est. Cost $22.60 Unrealized -29.3%
VYM VANGUARD HIGH DIVIDEND 0.0%
Value ($000) $197 Shares 1,369 Est. Cost $123.48 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST 0.0%
Value ($000) $9 Shares 350 Est. Cost $24.64 Unrealized
MOMT MONEYONMOBILE INC COM NEW 0.0%
Value ($000) $3 Shares 43,258 Est. Cost $0.00 Unrealized +46012.5%
EU ENCORE ENERGY CORP F 0.0%
Value ($000) $12 Shares 4,640 Est. Cost $2.64 Unrealized +8.3%
EDOW FIRST TRUST DOW 30 EQUAL 0.0%
Value ($000) $100 Shares 2,412 Est. Cost $33.62 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $27 Shares 16 Est. Cost $1854.37 Unrealized -7.2%
FEIM FREQUENCY ELECTRS INC 0.0%
Value ($000) $8 Shares 155 Est. Cost $27.78 Unrealized +32.4%
CNSWF CONSTELLATION SOFTWARE INC COM ISIN#CA21037X1006 0.0%
Value ($000) $24 Shares 10 Est. Cost $3501.88 Unrealized -28.1%
BJK VANECK GAMING ETF 0.0%
Value ($000) $32 Shares 776 Est. Cost $39.68 Unrealized
DBEU XTRACKERS MSCI EURPE 0.0%
Value ($000) $75 Shares 1,562 Est. Cost $44.17 Unrealized
KALU KAISER ALUM CORP 0.0%
Value ($000) $9 Shares 80 Est. Cost $67.41 Unrealized +40.1%
NUVEEN NASDAQ 100 DYNAMI 0.0%
Value ($000) $80 Shares 2,818 Est. Cost $25.02 Unrealized
RACE FERRARI N V NEW F 0.0%
Value ($000) $9 Shares 25 Est. Cost $475.65 Unrealized -15.9%
ABRDN ASIA PACIFIC INCOM 0.0%
Value ($000) $45 Shares 2,958 Est. Cost $17.40 Unrealized
FRBP FRANKLIN BSP CAPITAL COR 0.1%
Value ($000) $307 Shares 22,427 Est. Cost $10.01 Unrealized -3.7%
SAM BOSTON BEER INC 0.0%
Value ($000) $31 Shares 160 Est. Cost $286.39 Unrealized -28.0%
WOR WORTHINGTON ENTERPRI 0.0%
Value ($000) $34 Shares 660 Est. Cost $56.08 Unrealized -1.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $492 Shares 1,606 Est. Cost $263.23 Unrealized +15.9%
CM CANADIAN IMPERIAL BK C F 0.0%
Value ($000) $21 Shares 229 Est. Cost $49.32 Unrealized +74.0%
DBD DIEBOLD NIXDORF INC 0.0%
Value ($000) $15 Shares 225 Est. Cost $45.04 Unrealized +38.7%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $204.38 Unrealized +6.2%
IEI ISHARES 3-7 YEAR TRERY 0.2%
Value ($000) $958 Shares 8,025 Est. Cost $119.53 Unrealized
IAG IAMGOLD CORP F 0.0%
Value ($000) $11 Shares 670 Est. Cost $7.91 Unrealized +78.1%
FNDA SCHWAB FUNDAMNTL US SML 0.0%
Value ($000) $213 Shares 6,774 Est. Cost $39.73 Unrealized
FANUY FANUC CORP ADR F 0.0%
Value ($000) $9 Shares 450 Est. Cost $13.44 Unrealized
KMTUY KOMATSU LTD F 0.0%
Value ($000) $26 Shares 825 Est. Cost $29.32 Unrealized
CALAMOS LONG SHORT EQUIT 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $14.83 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $18 Shares 163 Est. Cost $121.42 Unrealized -4.0%
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $27.58 Unrealized
DALXF SPARTAN DELTA CP NEW F 0.0%
Value ($000) $8 Shares 1,600 Est. Cost $2.46 Unrealized +93.0%
GRNY FUNDSTRAT GRANNY SHT US 0.0%
Value ($000) $243 Shares 9,805 Est. Cost $24.99 Unrealized
IYT ISHARES US 0.0%
Value ($000) $60 Shares 800 Est. Cost $67.57 Unrealized
BRSP BRIGHTSPIRE CAP INC 0.0%
Value ($000) $73 Shares 12,967 Est. Cost $5.63 Unrealized
VRP INVSC VARIABLE RATE 0.0%
Value ($000) $144 Shares 5,900 Est. Cost $23.78 Unrealized
MCI BARINGS CORPORATE INVEST 0.0%
Value ($000) $15 Shares 800 Est. Cost $20.38 Unrealized
CEF SPROTT PHYSICAL GLD SLVR 0.0%
Value ($000) $10 Shares 225 Est. Cost $31.69 Unrealized
HYGH ISHARES INTEREST RATE 0.0%
Value ($000) $276 Shares 3,200 Est. Cost $85.31 Unrealized
IEF ISHARES 7-10 YEAR TRSURY 0.4%
Value ($000) $2,168 Shares 22,538 Est. Cost $94.92 Unrealized
SFST SOUTHERN FIRST BANCSHARE 0.0%
Value ($000) $14 Shares 268 Est. Cost $27.45 Unrealized +74.7%
USIG ISHARES BRD USD INV GRD 0.0%
Value ($000) $199 Shares 3,844 Est. Cost $51.40 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $1.28 Unrealized +12.8%
NSRGY NESTLE S A F 0.0%
Value ($000) $27 Shares 273 Est. Cost $102.31 Unrealized
LDOS LEIDOS HLDGS INC 0.0%
Value ($000) $40 Shares 222 Est. Cost $144.31 Unrealized +31.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $146 Shares 1,737 Est. Cost $85.33 Unrealized -1.5%
IMDX INSIGHT MOLECULAR DIAGNO 0.0%
Value ($000) $3 Shares 450 Est. Cost $2.89 Unrealized +95.2%
VOE VANGUARD MID CAP VALUE 0.0%
Value ($000) $114 Shares 640 Est. Cost $163.39 Unrealized
QMFE FT VEST NASDAQ 100 MOD 0.0%
Value ($000) $67 Shares 3,000 Est. Cost $20.65 Unrealized
ABRDN TOTAL DYNAMIC DIVI 0.0%
Value ($000) $59 Shares 6,050 Est. Cost $8.23 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $7 Shares 426 Est. Cost $13.14 Unrealized +2.7%
KEYCORP 5.62 5.625 PFD 0.0%
Value ($000) $22 Shares 1,015 Est. Cost $21.33 Unrealized
WS WORTHINGTON STL INC 0.0%
Value ($000) $14 Shares 410 Est. Cost $32.73 Unrealized +0.5%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $75 Shares 300 Est. Cost $200.45 Unrealized +24.1%
LQDH ISHARES INTERST RATE HDG 0.3%
Value ($000) $1,530 Shares 16,395 Est. Cost $92.59 Unrealized
WT WISDOMTREE INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $10.83 Unrealized +11.6%
BSSX INVESCO BULLETSHARES 0.0%
Value ($000) $142 Shares 5,500 Est. Cost $25.54 Unrealized
WYFI WHITEFIBER INC F 0.0%
Value ($000) $2 Shares 150 Est. Cost $19.54 Unrealized +26.5%
INDS PACER INDUSTRIAL REAL 0.0%
Value ($000) $108 Shares 2,938 Est. Cost $39.51 Unrealized
BTI BRITISH AMERN TOB PLC F 0.0%
Value ($000) $29 Shares 505 Est. Cost $31.90 Unrealized
RHHBY ROCHE HLDG LTD F 0.0%
Value ($000) $9 Shares 170 Est. Cost $31.94 Unrealized
BBVA BANCO BILBAO VIZCAYA A F 0.0%
Value ($000) $9 Shares 400 Est. Cost $15.22 Unrealized
BLACKSTONE REAL ESTATE INCOME TRUST INC - CLASS I 0.0%
Value ($000) $122 Shares 8,677 Est. Cost $14.15 Unrealized
MDIV FT MULTI ASSET DIVERSIF 0.0%
Value ($000) $79 Shares 5,000 Est. Cost $16.15 Unrealized
SRE SEMPRA 0.0%
Value ($000) $82 Shares 934 Est. Cost $70.47 Unrealized +28.5%
DLN WISDOMTREE US LARGECAP 0.0%
Value ($000) $132 Shares 1,500 Est. Cost $77.79 Unrealized
TOITF TOPICUS COM INC REGISTERED SHS SUBORD VTG ISIN#CA89072T1021 0.0%
Value ($000) $10 Shares 108 Est. Cost $118.60 Unrealized -19.5%
BZLFY BUNZL PLC F 0.0%
Value ($000) $11 Shares 800 Est. Cost $20.76 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $24.65 Unrealized
BSMY INVESCO BULLETSHS 2034 0.0%
Value ($000) $143 Shares 5,800 Est. Cost $24.33 Unrealized
LVMUY LVMH MOET HENNESSY LOU F 0.0%
Value ($000) $8 Shares 50 Est. Cost $179.09 Unrealized
DRS LEONARDO DRS INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $36.56 Unrealized +0.8%
ORA ORMAT TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 98 Est. Cost $74.52 Unrealized +46.7%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $63 Shares 199 Est. Cost $269.70 Unrealized
VGT VANGUARD INFORMATION 0.0%
Value ($000) $144 Shares 191 Est. Cost $578.13 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 389 Est. Cost $10.89 Unrealized -27.6%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $27 Shares 1,416 Est. Cost $19.79 Unrealized -1.8%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $7 Shares 75 Est. Cost $194.11 Unrealized -50.7%
NWG NATWEST GROUP PLC F 0.0%
Value ($000) $7 Shares 400 Est. Cost $13.89 Unrealized
ANGPY VALTERRA PLATINUM LTD F 0.0%
Value ($000) $8 Shares 600 Est. Cost $11.80 Unrealized
EATON VANCE TAX ADVANTAG 0.0%
Value ($000) $44 Shares 1,742 Est. Cost $23.52 Unrealized
OUSM ALPS O SHRS U S SML CP 0.0%
Value ($000) $73 Shares 1,663 Est. Cost $40.82 Unrealized
ESLT ELBIT SYSTEMS LTD F 0.0%
Value ($000) $10 Shares 18 Est. Cost $446.11 Unrealized +12.2%
ONC BEONE MEDICINES LTD F 0.0%
Value ($000) $10 Shares 33 Est. Cost $271.00 Unrealized
CWLPF CALDWELL PARTNERS INTL F 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $0.57 Unrealized +3.3%
IWV ISHARES RUSSELL 3000 0.0%
Value ($000) $59 Shares 152 Est. Cost $309.27 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $51 Shares 275 Est. Cost $149.31 Unrealized
ARKG ARK GENOMIC REVOLUTION 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $23.23 Unrealized
METC RAMACO RES INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $14.01 Unrealized +87.6%
QCJL FT VEST NASDAQ 100 CNSR 0.0%
Value ($000) $60 Shares 2,532 Est. Cost $20.98 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $27 Shares 146 Est. Cost $168.89 Unrealized +7.8%
HTGC HERCULES CAP INC 0.0%
Value ($000) $215 Shares 11,425 Est. Cost $19.12 Unrealized -5.6%
HRI HERC HLDGS INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $119.13 Unrealized +14.1%
WELLS FARGO 5.625 PFD 0.0%
Value ($000) $48 Shares 1,976 Est. Cost $24.47 Unrealized
MGIC MAGIC SOFTWARE ENTERPR F 0.0%
Value ($000) $5 Shares 185 Est. Cost $14.64 Unrealized +56.4%
ISOU ISOENERGY LTD F 0.0%
Value ($000) $10 Shares 1,087 Est. Cost $7.14 Unrealized +26.4%
JPMORGAN CHASE 4.2 PFD 0.0%
Value ($000) $29 Shares 1,600 Est. Cost $18.89 Unrealized
CALAMOS GLOBAL TOTAL RET 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $11.39 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $3 Shares 25 Est. Cost $137.67 Unrealized -6.5%
PKST PEAKSTONE REALTY CL E 0.0%
Value ($000) $11 Shares 787 Est. Cost $13.63 Unrealized
GFEB FT VEST US EQTY MOD BUFR 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $37.22 Unrealized
CNI CANADIAN NATL RY CO F 0.0%
Value ($000) $21 Shares 208 Est. Cost $121.07 Unrealized -20.6%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $7 Shares 570 Est. Cost $8.56 Unrealized +53.2%
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $17 Shares 2,012 Est. Cost $7.50 Unrealized
DBEF XTRACKERS MSCI EAFE HDGD 0.0%
Value ($000) $26 Shares 550 Est. Cost $43.35 Unrealized
FNDX SCHWAB FUNDMNTL US LARGE 0.0%
Value ($000) $28 Shares 1,011 Est. Cost $38.06 Unrealized
SMMD ISHARES RUSSELL 2500 0.0%
Value ($000) $57 Shares 754 Est. Cost $63.65 Unrealized
NUGT DRXN DLY GLD MNS INX BL 0.0%
Value ($000) $6 Shares 30 Est. Cost $154.43 Unrealized
IMBBY IMPERIAL BRANDS PLC F 0.0%
Value ($000) $17 Shares 400 Est. Cost $22.50 Unrealized
BFEB INNOVATOR US EQUITY 0.0%
Value ($000) $29 Shares 600 Est. Cost $43.07 Unrealized
BLACKROCK SCIENCE TECHNO 0.0%
Value ($000) $42 Shares 1,033 Est. Cost $33.50 Unrealized
BSMV INVESCO BULLTSHR 2031 0.0%
Value ($000) $142 Shares 6,700 Est. Cost $21.01 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $35 Shares 200 Est. Cost $215.93 Unrealized -16.7%
MUST COLUMBIA MULTI SECTOR 0.0%
Value ($000) $215 Shares 10,416 Est. Cost $20.06 Unrealized
XYZ BLOCK INC A 0.0%
Value ($000) $8 Shares 117 Est. Cost $71.00 Unrealized -2.8%
ECNS ISHARES MSCI CHINA SMALL 0.0%
Value ($000) $4 Shares 120 Est. Cost $39.46 Unrealized
SCM STELLUS CAPITAL INVESTME 0.0%
Value ($000) $27 Shares 2,110 Est. Cost $13.85 Unrealized -11.4%
BHP BHP GROUP LTD F 0.0%
Value ($000) $10 Shares 172 Est. Cost $48.66 Unrealized
RR RICHTECH ROBOTICS INC 0.0%
Value ($000) $2 Shares 750 Est. Cost $2.36 Unrealized +87.1%
DIA SPDR DOW JONES 0.0%
Value ($000) $23 Shares 47 Est. Cost $419.77 Unrealized
GSLC GOLDMAN SACHS ACTVBETA 0.0%
Value ($000) $43 Shares 324 Est. Cost $107.01 Unrealized
SEMI COLUMBIA SELECT 0.0%
Value ($000) $38 Shares 1,230 Est. Cost $22.26 Unrealized
FINGF FINNING INTL INC F 0.0%
Value ($000) $5 Shares 100 Est. Cost $29.52 Unrealized +76.0%
BSMW INVES BULLTSHS 2032 MUNI 0.0%
Value ($000) $142 Shares 5,650 Est. Cost $24.97 Unrealized
SPDW SPDR PORTFOLIO DVLPD 0.0%
Value ($000) $22 Shares 503 Est. Cost $35.16 Unrealized
FNDF SCHWAB FUNDAMNTL INTRNL 0.0%
Value ($000) $15 Shares 337 Est. Cost $35.09 Unrealized
HSBC HSBC HLDGS PLC F 0.0%
Value ($000) $8 Shares 98 Est. Cost $59.21 Unrealized
VXF VANGUARD EXTENDED MARKET 0.1%
Value ($000) $774 Shares 3,702 Est. Cost $168.11 Unrealized
HRZN HORIZON TECHNOLOGY FIN C 0.0%
Value ($000) $14 Shares 2,120 Est. Cost $7.65 Unrealized -21.2%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $6 Shares 78 Est. Cost $45.10 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $7 Shares 186 Est. Cost $28.64 Unrealized +29.1%
SCHM CHARLES SCHWAB US MC 0.0%
Value ($000) $51 Shares 1,680 Est. Cost $44.19 Unrealized
EPI WISDOMTREE INDIA 0.0%
Value ($000) $16 Shares 345 Est. Cost $48.17 Unrealized
UBS UBS GROUP AG F 0.0%
Value ($000) $6 Shares 135 Est. Cost $32.01 Unrealized +26.2%
JZ JIANZHI ED TECHNOLOGY GROUP CO LTD SPONSORED ADS JUNE 2025 ISIN#US47737L3024 0.0%
Value ($000) $1 Shares 1,083 Est. Cost $1.68 Unrealized
PEYUF PEYTO EXPL & DEV CORP F 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.09 Unrealized +37.1%
TGS TRANSPORTADORA DE GAS F 0.0%
Value ($000) $2 Shares 70 Est. Cost $26.06 Unrealized
MOD MODINE MFG CO 0.0%
Value ($000) $11 Shares 80 Est. Cost $127.24 Unrealized +17.1%
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $5 Shares 400 Est. Cost $13.95 Unrealized
TGB TASEKO MINES LTD F 0.0%
Value ($000) $3 Shares 480 Est. Cost $3.40 Unrealized +38.3%
BSMU INVESCO BULLSHR 2030 MUP 0.0%
Value ($000) $141 Shares 6,400 Est. Cost $21.92 Unrealized
ALM ALMONTY INDS INC F 0.0%
Value ($000) $2 Shares 239 Est. Cost $4.80 Unrealized +53.3%
AMTM AMENTUM HLDGS INC EQUITY 0.0%
Value ($000) $4 Shares 130 Est. Cost $20.37 Unrealized +25.5%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 187 Est. Cost $23.64 Unrealized +14.7%
SCHF SCHWAB INTERNATIONAL 0.0%
Value ($000) $20 Shares 852 Est. Cost $29.01 Unrealized
PIFYF PINE CLIFF ENERGY LTD F 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $0.47 Unrealized +21.0%
TIGO MILLICOM INTERNTNL C F 0.0%
Value ($000) $5 Shares 90 Est. Cost $34.26 Unrealized +47.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $12 Shares 254 Est. Cost $38.07 Unrealized +14.7%
STBA S & T BANCORP INC 0.0%
Value ($000) $14 Shares 344 Est. Cost $36.53 Unrealized +5.7%
GLAD GLADSTONE CAP CORP EQUIT 0.0%
Value ($000) $10 Shares 500 Est. Cost $23.05 Unrealized -14.6%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $11 Shares 420 Est. Cost $11.76 Unrealized +147.6%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $127.07 Unrealized +15.2%
GNR SPDR S&P GLOBAL NATURAL 0.0%
Value ($000) $12 Shares 200 Est. Cost $53.46 Unrealized
BSMS INVESCO BLETSHS 2028 0.0%
Value ($000) $161 Shares 6,850 Est. Cost $23.38 Unrealized
JOHN HANCOCK PREFERRED I 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.53 Unrealized
ISCB ISHARES MORNINGSTAR 0.0%
Value ($000) $23 Shares 360 Est. Cost $58.66 Unrealized
PFLT PENNANTPARK FLOATING RAT 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $9.56 Unrealized -8.7%
TDW TIDEWATER INC NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $88.52 Unrealized -40.3%
FTGS FIRST TRUST GROWTH 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $31.40 Unrealized
BCE BCE INC F 0.0%
Value ($000) $31 Shares 1,298 Est. Cost $26.01 Unrealized -11.4%
DTEGY DEUTSCHE TELEKOM AG F 0.0%
Value ($000) $12 Shares 380 Est. Cost $24.24 Unrealized
INVESCO CALIFORNIA VALUE 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $9.89 Unrealized
SAN BANCO SANTANDER SA F 0.0%
Value ($000) $5 Shares 425 Est. Cost $8.27 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.82 Unrealized +40.2%
FVD FIRST TRUST VALUE 0.0%
Value ($000) $150 Shares 3,259 Est. Cost $41.19 Unrealized
LTBR LIGHTBRIDGE CORP 0.0%
Value ($000) $1 Shares 60 Est. Cost $12.66 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.0%
Value ($000) $25 Shares 870 Est. Cost $36.68 Unrealized
VBR VANGUARD SMALL CAP VALUE 0.0%
Value ($000) $35 Shares 164 Est. Cost $186.56 Unrealized
RLI RLI CORP 0.0%
Value ($000) $26 Shares 406 Est. Cost $69.98 Unrealized -12.2%
RVMD REVOLUTION MEDICINES INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.59 Unrealized +61.5%
TFPM TRIPLE FLAG PRECIOUS M F 0.0%
Value ($000) $4 Shares 124 Est. Cost $21.91 Unrealized +42.8%
NGG NTNL GRID PLC ADR F 0.0%
Value ($000) $8 Shares 104 Est. Cost $67.82 Unrealized
CRGY CRESCENT ENERGY CO 0.0%
Value ($000) $7 Shares 835 Est. Cost $11.52 Unrealized -24.3%
OGIG ALPS O SHARES GLBL INRNT 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.44 Unrealized
IMAX IMAX CORP F 0.0%
Value ($000) $4 Shares 115 Est. Cost $25.95 Unrealized +34.4%
DVY ISHARES SELECT DIVIDEND 0.0%
Value ($000) $69 Shares 488 Est. Cost $128.74 Unrealized
ADME APTUS DRAWDOWN MANAGED 0.0%
Value ($000) $97 Shares 1,896 Est. Cost $43.98 Unrealized
GAMR AMPLIFY VIDEO GAME 0.0%
Value ($000) $7 Shares 77 Est. Cost $61.49 Unrealized
DFAS DIMENSIONAL U S SMALL 0.0%
Value ($000) $27 Shares 387 Est. Cost $65.08 Unrealized
CALAMOS CONVERTIBLE OPPO 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $11.94 Unrealized
CRBP CORBUS PHARMACEUTICALS H 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.83 Unrealized +39.8%
AT&T INC. 4.7 4.75 PFD 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.62 Unrealized
MITSY MITSUI & CO LTD F 0.0%
Value ($000) $3 Shares 5 Est. Cost $405.40 Unrealized
GSIE GOLDMAN SACHS ETF TR TR ACTIVEBETA INTL EQUITY ETF 0.0%
Value ($000) $11 Shares 245 Est. Cost $39.66 Unrealized
RYAAY RYANAIR HLDGS PLC F 0.0%
Value ($000) $3 Shares 37 Est. Cost $57.68 Unrealized
IMCG ISHARES MORGSTAR MID CAP 0.0%
Value ($000) $12 Shares 151 Est. Cost $71.89 Unrealized
ARGT GLOBAL X MSCI ARGENTINA 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.35 Unrealized
XHR XENIA HOTELS & RESORTS I 0.0%
Value ($000) $15 Shares 1,029 Est. Cost $13.94 Unrealized
ALLIANCEBERNSTEIN GLBL H 0.0%
Value ($000) $9 Shares 800 Est. Cost $10.70 Unrealized
CRSP CRISPR THERAPEUTICS AG F 0.0%
Value ($000) $2 Shares 33 Est. Cost $57.41 Unrealized +4.3%
MORGAN STANLE 7.75 PFD 0.0%
Value ($000) $64 Shares 2,547 Est. Cost $25.27 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $112.09 Unrealized +14.1%
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $7 Shares 130 Est. Cost $50.56 Unrealized +5.1%
JHX JAMES HARDIE INDS PLC F 0.0%
Value ($000) $5 Shares 260 Est. Cost $23.95 Unrealized -16.3%
SRUUF SPROTT PHYSICAL URANIU F 0.0%
Value ($000) $18 Shares 900 Est. Cost $19.09 Unrealized
WST WEST PHARMACEUTICAL SVCS 0.0%
Value ($000) $9 Shares 31 Est. Cost $329.43 Unrealized -17.0%
IHG INTERCONTINENTAL HOTEL F 0.0%
Value ($000) $3 Shares 20 Est. Cost $117.30 Unrealized
EMLC VANECK J P MORGAN EM LCL 0.0%
Value ($000) $33 Shares 1,259 Est. Cost $25.27 Unrealized
FENI FIDELITY ENHANCED 0.0%
Value ($000) $11 Shares 297 Est. Cost $35.28 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $72.50 Unrealized +8.3%
RUBLF RUBELLITE ENERGY CORP F 0.0%
Value ($000) $6 Shares 3,200 Est. Cost $1.43 Unrealized +17.6%
CRBG COREBRIDGE FINL INC 0.0%
Value ($000) $6 Shares 203 Est. Cost $33.71 Unrealized -9.4%
DHC DIVERSIFIED HEALTHCARE T 0.0%
Value ($000) $4 Shares 850 Est. Cost $3.01 Unrealized
WB WEIBO CORP F 0.0%
Value ($000) $2 Shares 170 Est. Cost $12.40 Unrealized
DY DYCOM INDS INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $172.29 Unrealized +83.0%
MGNI MAGNITE INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $14.73 Unrealized +12.7%
EWY ISHARES MSCI SOUTH KOREA 0.0%
Value ($000) $2 Shares 18 Est. Cost $80.06 Unrealized
DES WISDOMTREE US SMALLCAP 0.0%
Value ($000) $49 Shares 1,475 Est. Cost $31.62 Unrealized
FXN FIRST TRUST ENERGY 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $16.34 Unrealized
CALAMOS DYNAMIC CONVERTI 0.0%
Value ($000) $39 Shares 1,885 Est. Cost $24.30 Unrealized
CCOI COGENT COMMUNICATIONS HL 0.0%
Value ($000) $0 Shares 20 Est. Cost $69.28 Unrealized -57.4%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $55.02 Unrealized +45.9%
PEJ INVESCO LEISURE AND 0.0%
Value ($000) $27 Shares 434 Est. Cost $48.70 Unrealized
CVBF CVB FINL CORP 0.0%
Value ($000) $19 Shares 1,043 Est. Cost $15.47 Unrealized +22.4%
CALAMOS GLOBAL DYNAMIC I 0.0%
Value ($000) $18 Shares 2,460 Est. Cost $6.75 Unrealized
SONY SONY GROUP CORP F 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.47 Unrealized
WHD CACTUS INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $41.76 Unrealized +0.1%
DB DEUTSCHE BANK AG F 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.01 Unrealized +38.8%
SPMD ST STRET SPDR PRTFL S&P 0.0%
Value ($000) $25 Shares 430 Est. Cost $57.20 Unrealized
MFG MIZUHO FINL GROUP INC F 0.0%
Value ($000) $4 Shares 500 Est. Cost $5.62 Unrealized
IWO ISHARES RUSSELL 2000 0.0%
Value ($000) $29 Shares 90 Est. Cost $267.31 Unrealized
INDA ISHARES MSCI INDIA INDEX 0.0%
Value ($000) $8 Shares 155 Est. Cost $55.85 Unrealized
BSMT INVESCO BLETSHS 2029 0.0%
Value ($000) $141 Shares 6,100 Est. Cost $23.10 Unrealized
SCHR SCHWAB INTERMEDIATE TERM 0.0%
Value ($000) $153 Shares 6,090 Est. Cost $36.34 Unrealized
BXP BXP INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $66.66 Unrealized +5.6%
FFBC FIRST FINL BANCORP OHIO 0.0%
Value ($000) $33 Shares 1,304 Est. Cost $26.11 Unrealized -5.0%
NUVEEN SELECT TAX-FREE I 0.0%
Value ($000) $12 Shares 829 Est. Cost $14.43 Unrealized
CLMT CALUMET INC 0.0%
Value ($000) $4 Shares 185 Est. Cost $21.02 Unrealized -8.5%
AEHR AEHR TEST SYS 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.65 Unrealized +11.7%
QYLD GLOBAL X FUND GLB X NSDQ 0.0%
Value ($000) $8 Shares 450 Est. Cost $17.76 Unrealized
NKTR NEKTAR THERAPEUTICS 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.10 Unrealized +69.1%
QQEW FIRST TR NAS 100 SELECT 0.0%
Value ($000) $41 Shares 286 Est. Cost $123.07 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $103.42 Unrealized -16.3%
SMHI SEACOR MARINE HLDGS INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $7.28 Unrealized -9.3%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $28.21 Unrealized
WPRT WESTPORT FUEL SYSTEMS INC REGISTERED SHS ISIN#CA9609085076 0.0%
Value ($000) $1 Shares 400 Est. Cost $5.90 Unrealized -68.3%
GIL GILDAN ACTIVEWEAR INC F 0.0%
Value ($000) $4 Shares 60 Est. Cost $45.62 Unrealized +30.3%
ALAB ASTERA LABS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $164.44 Unrealized +1.7%
CYBERARK SOFTWARE LTD F 0.0%
Value ($000) $3 Shares 7 Est. Cost $269.65 Unrealized
EATON VANCE ENHANCED EQT 0.0%
Value ($000) $12 Shares 500 Est. Cost $23.95 Unrealized
RIO RIO TINTO PLC F 0.0%
Value ($000) $1 Shares 18 Est. Cost $60.22 Unrealized
HLN HALEON PLC F 0.0%
Value ($000) $2 Shares 221 Est. Cost $8.34 Unrealized
MTW MANITOWOC CO INC COM NEW 0.0%
Value ($000) $1 Shares 125 Est. Cost $12.36 Unrealized -8.0%
SDY STATE STREET SPDR S&P 0.0%
Value ($000) $38 Shares 270 Est. Cost $126.10 Unrealized
EFXT ENERFLEX LTD F 0.0%
Value ($000) $1 Shares 51 Est. Cost $5.34 Unrealized +148.8%
NUVEEN PNSYLVANIA QLTY M 0.0%
Value ($000) $25 Shares 2,143 Est. Cost $11.18 Unrealized
RY ROYAL BANK OF CANADA F 0.0%
Value ($000) $2 Shares 10 Est. Cost $122.31 Unrealized +25.6%
NFE NEW FORTRESS ENERGY A 0.0%
Value ($000) $0 Shares 214 Est. Cost $26.14 Unrealized -94.4%
CESDF CES ENERGY SOLUTIONS C F 0.0%
Value ($000) $1 Shares 101 Est. Cost $5.76 Unrealized +34.2%
MINO PIMCO MUNICIPAL INCM OPP 0.2%
Value ($000) $991 Shares 21,857 Est. Cost $45.31 Unrealized
ASH ASHLAND INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $77.41 Unrealized -32.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $561.33 Unrealized -15.1%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $3 Shares 130 Est. Cost $12.52 Unrealized +130.0%
XLP STE SRT CNSR STPLS SLCT 0.0%
Value ($000) $23 Shares 295 Est. Cost $82.46 Unrealized
LAC LITHIUM AMERS CORP F 0.0%
Value ($000) $1 Shares 150 Est. Cost $3.16 Unrealized +82.7%
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 51 Est. Cost $9.13 Unrealized +74.5%
LRGF ISHARES U S EQUITY 0.0%
Value ($000) $22 Shares 319 Est. Cost $55.84 Unrealized
IGIC INTERNTNL GEN INS HL F 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.74 Unrealized -1.1%
NVT NVENT ELEC PLC F 0.0%
Value ($000) $5 Shares 53 Est. Cost $60.98 Unrealized +69.9%
BBMC JPMORGAN BETABUILDERS 0.0%
Value ($000) $7 Shares 70 Est. Cost $104.00 Unrealized
FIRST HORIZON 6.5 PFD 0.0%
Value ($000) $7 Shares 290 Est. Cost $24.30 Unrealized
NYAX NAYAX LTD F 0.0%
Value ($000) $3 Shares 60 Est. Cost $41.86 Unrealized +7.9%
FTHI FIRST TRUST BUYWRITE 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $21.95 Unrealized
SDOG ALPS SECTOR DIVIDEND 0.0%
Value ($000) $45 Shares 750 Est. Cost $56.51 Unrealized
AMR ALPHA METALLURGICAL RES 0.0%
Value ($000) $1 Shares 5 Est. Cost $138.64 Unrealized +24.7%
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.33 Unrealized -8.0%
XLC STE STRT COMTN SR SLCT 0.0%
Value ($000) $69 Shares 585 Est. Cost $86.71 Unrealized
WFG WEST FRASER TIMBER CO F 0.0%
Value ($000) $2 Shares 25 Est. Cost $79.40 Unrealized -21.2%
ZROZ PIMCO 25YR ZERO CUPN US 0.0%
Value ($000) $3 Shares 45 Est. Cost $71.71 Unrealized
EATON VANCE TAX MAN GL D 0.0%
Value ($000) $4 Shares 390 Est. Cost $8.10 Unrealized
SCHV SCHWAB US LARGE CAP 0.0%
Value ($000) $10 Shares 325 Est. Cost $41.94 Unrealized
LPX LOUISIANA-PAC CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $104.37 Unrealized -19.0%
VPG VISHAY PRECISION GROUP I 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.63 Unrealized +43.6%
FTEC FIDELITY MSCI INFOR TECH 0.0%
Value ($000) $14 Shares 64 Est. Cost $178.22 Unrealized
KT KT CORP F 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.26 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $45.30 Unrealized +29.3%
BNY MELLON HIGH YIELD ST 0.0%
Value ($000) $3 Shares 1,406 Est. Cost $2.38 Unrealized
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $13.56 Unrealized +0.0%
FRO FRONTLINE PLC F 0.0%
Value ($000) $3 Shares 150 Est. Cost $23.18 Unrealized +0.8%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.67 Unrealized +17.4%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $168.38 Unrealized -15.7%
CWB ST STRET SPDR BLMBRG 0.0%
Value ($000) $10 Shares 110 Est. Cost $71.90 Unrealized
NU NU HLDGS LTD F 0.0%
Value ($000) $3 Shares 190 Est. Cost $11.95 Unrealized +34.5%
CGW INVSC S P GLOBAL WATER 0.0%
Value ($000) $4 Shares 58 Est. Cost $55.26 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $9 Shares 333 Est. Cost $24.45 Unrealized
AEM AGNICO EAGLE MINES LTD F 0.0%
Value ($000) $24 Shares 140 Est. Cost $92.74 Unrealized +81.0%
CALAMOS CONVERTIBLE AND 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $12.14 Unrealized
CALAMOS STRATEGIC TOTAL 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $16.43 Unrealized
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $41.41 Unrealized +3.8%
SNY SANOFI F 0.0%
Value ($000) $5 Shares 104 Est. Cost $49.05 Unrealized
APUE ACTIVEPASSIVE US EQUITY 0.0%
Value ($000) $6 Shares 144 Est. Cost $38.13 Unrealized
VMBS VANGUARD MORTGAGE BACKED 0.0%
Value ($000) $3 Shares 64 Est. Cost $45.02 Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.06 Unrealized -6.2%
PR PERMIAN RES CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.37 Unrealized -18.0%
GFS GLOBALFOUNDRIES INC F 0.0%
Value ($000) $5 Shares 133 Est. Cost $35.68 Unrealized -0.3%
AAON AAON INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.68 Unrealized -10.1%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $63.33 Unrealized -10.5%
GREK GLOBAL X MSCI GREECE 0.0%
Value ($000) $5 Shares 80 Est. Cost $53.91 Unrealized
AR ANTERO RES CORP 0.0%
Value ($000) $5 Shares 132 Est. Cost $36.23 Unrealized -6.5%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $95.87 Unrealized -18.7%
IWN ISHARES RUSSELL 2000 0.0%
Value ($000) $4 Shares 21 Est. Cost $161.28 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $15 Shares 60 Est. Cost $218.68 Unrealized +12.9%
AMRC AMERESCO INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $22.88 Unrealized +53.4%
ARLP ALLIANCE RESOURCE PAR LP 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.92 Unrealized
ABBNY ABB LTD F 0.0%
Value ($000) $4 Shares 50 Est. Cost $59.06 Unrealized
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value ($000) $5 Shares 10 Est. Cost $340.15 Unrealized
MAGS LISTED FNDS RONDHL 0.0%
Value ($000) $3 Shares 46 Est. Cost $57.34 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $83.90 Unrealized
CHRD CHORD ENERGY CORP 0.0%
Value ($000) $2 Shares 17 Est. Cost $158.53 Unrealized -42.0%
NABZY NTNL AUSTRALIA BK LT A F 0.0%
Value ($000) $2 Shares 170 Est. Cost $13.14 Unrealized
JMIA JUMIA TECHNOLOGIES AG F 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.11 Unrealized
SUBCY SUBSEA 7 S A F 0.0%
Value ($000) $6 Shares 300 Est. Cost $15.90 Unrealized
U.S. BANCORP 5.56 PFD 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.21 Unrealized
ICVT ISHARES CONVERTIBLE BOND 0.0%
Value ($000) $5 Shares 53 Est. Cost $97.37 Unrealized
SCHH CHARLES SCHWAB US REIT 0.0%
Value ($000) $2 Shares 113 Est. Cost $19.78 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.00 Unrealized
MD PEDIATRIX MEDICAL GR 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.19 Unrealized +68.1%
THE GOLDMAN SACH 4 PFD 0.0%
Value ($000) $1 Shares 47 Est. Cost $23.17 Unrealized
SHV ISHARES 0 1 YEAR 0.1%
Value ($000) $700 Shares 6,360 Est. Cost $110.06 Unrealized
STSS SHARPS TECHNOLOGY INC COM PAR $0 0001 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.78 Unrealized -33.3%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $14.23 Unrealized -1.3%
PPRUY KERING S A F 0.0%
Value ($000) $1 Shares 35 Est. Cost $54.81 Unrealized
ADDYY ADIDAS AG F 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.25 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $1 Shares 46 Est. Cost $18.98 Unrealized
GMF SPDR INDEX SHS FDS S&P EMERGING ASIA PAC ETF 0.0%
Value ($000) $36 Shares 259 Est. Cost $111.40 Unrealized
SAFRY SAFRAN F 0.0%
Value ($000) $4 Shares 49 Est. Cost $56.37 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $76.56 Unrealized
GTBIF GREEN THUMB INDS INC F 0.0%
Value ($000) $10 Shares 1,185 Est. Cost $12.58 Unrealized -41.5%
FPH FIVE PT HLDGS LLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.35 Unrealized +10.5%
FPE FIRST TRUST PREFERRED 0.0%
Value ($000) $48 Shares 2,651 Est. Cost $17.68 Unrealized
FIFTH THIRD B 4.95 PFD 0.0%
Value ($000) $1 Shares 38 Est. Cost $23.61 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $1 Shares 105 Est. Cost $10.57 Unrealized
ZPTAF SURGE ENERGY INC F 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $3.94 Unrealized +27.3%
EMXC ISHARES MSCI EMERGING 0.0%
Value ($000) $1 Shares 10 Est. Cost $59.28 Unrealized
OXY/WS OCCIDENTAL PETE C 27 WTS 0.0%
Value ($000) $0 Shares 8 Est. Cost $44.45 Unrealized
FPEI FIRST TRUST INSTITL 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.07 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $60.44 Unrealized +0.5%
IPOOF INPLAY OIL CORP F 0.0%
Value ($000) $7 Shares 800 Est. Cost $6.10 Unrealized +47.3%
NATL NCR ATLEOS CORP 0.0%
Value ($000) $2 Shares 40 Est. Cost $30.01 Unrealized +25.0%
TCNNF TRULIEVE CANNABIS CORP F 0.0%
Value ($000) $1 Shares 75 Est. Cost $10.79 Unrealized -32.7%
ALLIANCEBERNSTEIN NTNL M 0.0%
Value ($000) $17 Shares 1,568 Est. Cost $10.89 Unrealized
CARM CARISMA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.49 Unrealized -95.1%
VTS VITESSE ENERGY INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.77 Unrealized -10.2%
KIMCO REALTY 5.125 PFD 0.0%
Value ($000) $1 Shares 36 Est. Cost $22.78 Unrealized
PRF INVESCO RAFI US 1000 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.88 Unrealized
DRLL STRIVE U S ENERGY ETF 0.0%
Value ($000) $6 Shares 195 Est. Cost $28.09 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $33.38 Unrealized -48.0%
APAM ARTISAN PARTNERS ASSET M 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.91 Unrealized +13.4%
VORNADO REALT 5.25 PFD 0.0%
Value ($000) $1 Shares 35 Est. Cost $15.11 Unrealized
VONG VANGUARD RUSSELL 1000 0.0%
Value ($000) $78 Shares 644 Est. Cost $94.67 Unrealized
WELLS FARGO 4.375 PFD 0.0%
Value ($000) $11 Shares 584 Est. Cost $19.56 Unrealized
DIVO AMPLIFY CWP ENHANCED DIV 0.0%
Value ($000) $26 Shares 575 Est. Cost $42.72 Unrealized
PI IMPINJ INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $99.39 Unrealized +79.2%
WING WINGSTOP INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $295.94 Unrealized -16.3%
CITIZENS FINL GR 5 PFD 0.0%
Value ($000) $0 Shares 23 Est. Cost $21.87 Unrealized
BCC BOISE CASCADE CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $112.24 Unrealized -35.2%
VXRT VAXART INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.64 Unrealized -43.5%
THE ALLSTATE C 5.1 PFD 0.0%
Value ($000) $1 Shares 29 Est. Cost $21.60 Unrealized
NUVEEN MULTI ASSET INCOM 0.0%
Value ($000) $7 Shares 568 Est. Cost $12.38 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.81 Unrealized -28.2%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 30 Est. Cost $19.54 Unrealized -29.6%
CHUC CHARLIES HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 923 Est. Cost $0.11 Unrealized +108.1%
DNP SELECT INCOME CF 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $9.03 Unrealized
U.S. BANCORP 5 5.5 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $24.63 Unrealized
TRP TC ENERGY CORP F 0.0%
Value ($000) $3 Shares 46 Est. Cost $38.89 Unrealized +37.2%
HYDB ISHARES HIGH YIELD SYS 0.0%
Value ($000) $2 Shares 50 Est. Cost $47.84 Unrealized
SDIV GLOBAL X SUPERDIVIDEND 0.0%
Value ($000) $4 Shares 179 Est. Cost $23.99 Unrealized
NUVEEN PREFERRED INCOME 0.0%
Value ($000) $2 Shares 247 Est. Cost $7.86 Unrealized
REGIONS FINL C 5.7 PFD 0.0%
Value ($000) $1 Shares 22 Est. Cost $23.50 Unrealized
ARI APOLLO COML REAL ESTATE 0.0%
Value ($000) $0 Shares 47 Est. Cost $9.83 Unrealized
TEN TSAKOS ENERGY NAVIGATI F 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.07 Unrealized -16.6%
WCN WASTE CONNECTIONS INC F 0.0%
Value ($000) $8 Shares 44 Est. Cost $192.18 Unrealized -10.1%
MTUS METALLUS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.87 Unrealized -21.6%
ONXGF ONYX GOLD CORP F 0.0%
Value ($000) $0 Shares 120 Est. Cost $1.35 Unrealized -24.1%
BSMQ INVESCO BLETSHS 2026 0.0%
Value ($000) $20 Shares 850 Est. Cost $23.47 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.58 Unrealized +0.3%
FLAGSTAR BAN 6.375 PFD 0.0%
Value ($000) $1 Shares 23 Est. Cost $17.52 Unrealized
EADSY AIRBUS SE F 0.0%
Value ($000) $3 Shares 46 Est. Cost $45.91 Unrealized
SPIRE INC. 5.9 5.9 PFD 0.0%
Value ($000) $0 Shares 14 Est. Cost $24.71 Unrealized
LINK PARKS IN 5.25 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $12.63 Unrealized
BSCR INVSC BULLETSHR 2027 CRP 0.0%
Value ($000) $8 Shares 387 Est. Cost $19.30 Unrealized
PK PARK HOTELS & RESORTS IN 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.65 Unrealized
FEDERAL REALTY I 5 PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.89 Unrealized
KEYCORP VAR 6.125 PFD 0.0%
Value ($000) $1 Shares 29 Est. Cost $24.00 Unrealized
PUBLIC STORA 4.875 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.71 Unrealized
KIMCO REALTY 5.25 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.13 Unrealized
PUBLIC STORAGE 5.6 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.57 Unrealized
SITKF SITKA GOLD CORP F 0.0%
Value ($000) $0 Shares 220 Est. Cost $0.55 Unrealized +37.0%
DIGITAL REALTY 5.2 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.14 Unrealized
STATE STREET 5.35 PFD 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.36 Unrealized
METLIFE INC 5.625 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.00 Unrealized
SYNOVUS FINL 5.875 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $24.67 Unrealized
BSCQ INVSC BULLETSHA 2026 CRP 0.0%
Value ($000) $9 Shares 454 Est. Cost $19.21 Unrealized
BBSC JPMORGAN BETABUILDERS 0.0%
Value ($000) $3 Shares 46 Est. Cost $74.13 Unrealized
CGC CANOPY GROWTH CORP F 0.0%
Value ($000) $0 Shares 22 Est. Cost $8.60 Unrealized -85.1%
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.83 Unrealized -12.8%
ASSOCIATED B 5.875 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.14 Unrealized
LINK PARKS INC 5.2 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.63 Unrealized
SOBO SOUTH BOW CORP F 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.97 Unrealized +18.3%
M&T BANK COR 5.625 PFD 0.0%
Value ($000) $1 Shares 31 Est. Cost $22.97 Unrealized
KAYNE ANDERSON ENERGY IN 0.0%
Value ($000) $5 Shares 430 Est. Cost $9.96 Unrealized
NE NOBLE CORP PLC F 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.94 Unrealized +27.5%
ISTB ISHARES CORE 1-5 YEAR 0.0%
Value ($000) $3 Shares 64 Est. Cost $47.29 Unrealized
COSRF COSIGO RES LTD F 0.0%
Value ($000) $0 Shares 1,333 Est. Cost $0.06 Unrealized -15.5%
CYN CYNGN INC COM PAR $0 00001 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.16 Unrealized -87.5%
ARGTF ARTEMIS GOLD INC F 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.73 Unrealized +23.9%
YELLQ YELLOW CORP NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.72 Unrealized -89.6%
BSMR INVESCO BLETSHS 2027 0.0%
Value ($000) $20 Shares 850 Est. Cost $23.41 Unrealized
MPT MEDICAL PPTYS TR INC 0.0%
Value ($000) $0 Shares 68 Est. Cost $4.09 Unrealized
WULF TERAWULF INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $7.64 Unrealized +75.4%
FGOVF FREEGOLD VENTURES LTD F 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.96 Unrealized +1.2%
ENTERGY NEW ORLE 5.5PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $24.11 Unrealized
ONL ORION PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.33 Unrealized
DIGITAL REALT 5.85 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.71 Unrealized
WGMCF WINSTON GOLD CORP F 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.01 Unrealized -97.8%
MORGAN STANL 6.875 PFD 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.20 Unrealized
MORGAN STANLE 5.85 PFD 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.96 Unrealized
VORNADO REALTY 5.4 PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $15.22 Unrealized
THE CHARLES S 5.95 PFD 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.30 Unrealized
DUKE ENERGY C 5.75 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $25.00 Unrealized
FIFTH THIRD 6.625 PFD 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.40 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $91.33 Unrealized +6.6%
CMRF CIM REAL ESTATE FINANCE 0.0%
Value ($000) $52 Shares 10,000 Est. Cost $6.09 Unrealized NaN%
THE HARTFORD INS 6 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.29 Unrealized
CONSTELLATION SOFTWARE INC WT EXP 03/31/2040 ISIN#CA21037X1345 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
ENCR ENER-CORE INC COM NEW 0.0%
Value ($000) $0 Shares 26,907 Est. Cost $0.00 Unrealized 0.0%
PETROSONIC ENERGY INC COM 0.0%
Value ($000) $0 Shares 4,180,000 Est. Cost Unrealized
PCOK PACIFIC OAK STRATEGIC OP 0.0%
Value ($000) $100 Shares 17,467 Est. Cost $6.36 Unrealized
HLTC NATIONAL HEALTHCARE PROP 0.1%
Value ($000) $742 Shares 23,081 Est. Cost $6.37 Unrealized +21.5%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $4.19 Unrealized -39.3%