SWAN Capital LLC Diversified Active

CIK: 0001952722 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $230,250 (100.0% shares, 0.0% debt)

Holdings (478)

VYMI VANGUARD WHITEHALL FDS 9.8%
Value ($000) $22,532 Shares 281,261 Est. Cost $66.35 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 8.1%
Value ($000) $18,624 Shares 245,377 Est. Cost $76.83 Unrealized
VGT VANGUARD WORLD FD 7.8%
Value ($000) $17,967 Shares 27,088 Est. Cost $539.49 Unrealized
VNQ VANGUARD INDEX FDS 6.0%
Value ($000) $13,834 Shares 155,335 Est. Cost $85.46 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 5.7%
Value ($000) $13,170 Shares 27,111 Est. Cost $399.78 Unrealized +27.0%
VONG VANGUARD SCOTTSDALE FDS 5.7%
Value ($000) $13,094 Shares 119,907 Est. Cost $81.82 Unrealized
VOT VANGUARD INDEX FDS 5.6%
Value ($000) $12,839 Shares 45,147 Est. Cost $241.89 Unrealized
VBK VANGUARD INDEX FDS 5.4%
Value ($000) $12,448 Shares 44,947 Est. Cost $250.71 Unrealized
VOE VANGUARD INDEX FDS 4.5%
Value ($000) $10,448 Shares 63,528 Est. Cost $153.25 Unrealized
VBR VANGUARD INDEX FDS 4.5%
Value ($000) $10,443 Shares 53,552 Est. Cost $182.26 Unrealized
VONV VANGUARD SCOTTSDALE FDS 3.6%
Value ($000) $8,403 Shares 98,612 Est. Cost $84.16 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 3.2%
Value ($000) $7,444 Shares 55,392 Est. Cost $121.34 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.9%
Value ($000) $6,707 Shares 32,767 Est. Cost $185.61 Unrealized
VTIP VANGUARD MALVERN FDS 2.9%
Value ($000) $6,635 Shares 131,982 Est. Cost $48.70 Unrealized
PFF ISHARES TR 2.8%
Value ($000) $6,514 Shares 212,323 Est. Cost $31.95 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.7%
Value ($000) $6,276 Shares 75,684 Est. Cost $81.12 Unrealized
VYM VANGUARD WHITEHALL FDS 2.6%
Value ($000) $6,049 Shares 45,377 Est. Cost $119.68 Unrealized
VPU VANGUARD WORLD FD 2.6%
Value ($000) $5,925 Shares 33,565 Est. Cost $151.37 Unrealized
VDE VANGUARD WORLD FD 2.6%
Value ($000) $5,917 Shares 49,670 Est. Cost $124.09 Unrealized
VIGI VANGUARD WHITEHALL FDS 2.1%
Value ($000) $4,833 Shares 53,626 Est. Cost $81.82 Unrealized
VWOB VANGUARD WHITEHALL FDS 1.5%
Value ($000) $3,363 Shares 51,465 Est. Cost $64.02 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $2,653 Shares 12,932 Est. Cost $176.99 Unrealized +13.8%
SO SOUTHERN CO 0.7%
Value ($000) $1,701 Shares 18,525 Est. Cost $60.71 Unrealized +44.9%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $729 Shares 4,614 Est. Cost $101.77 Unrealized +23.6%
MCD MCDONALDS CORP 0.3%
Value ($000) $647 Shares 2,215 Est. Cost $290.07 Unrealized +4.6%
MSFT MICROSOFT CORP 0.2%
Value ($000) $535 Shares 1,075 Est. Cost $333.55 Unrealized +29.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $521 Shares 1,713 Est. Cost $259.90 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $496 Shares 2,259 Est. Cost $148.77 Unrealized +33.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $461 Shares 812 Est. Cost $481.10 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $350 Shares 5,212 Est. Cost $58.65 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $344 Shares 819 Est. Cost $441.57 Unrealized -6.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $339 Shares 3,149 Est. Cost $104.56 Unrealized -0.0%
T AT&T INC 0.1%
Value ($000) $332 Shares 11,484 Est. Cost $16.53 Unrealized +63.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $297 Shares 2,076 Est. Cost $138.12 Unrealized -0.8%
NTNX NUTANIX INC 0.1%
Value ($000) $290 Shares 3,792 Est. Cost $27.07 Unrealized +165.9%
GOOG ALPHABET INC 0.1%
Value ($000) $283 Shares 1,595 Est. Cost $133.43 Unrealized +23.5%
PFE PFIZER INC 0.1%
Value ($000) $276 Shares 11,367 Est. Cost $30.13 Unrealized -25.8%
BLK BLACKROCK INC 0.1%
Value ($000) $237 Shares 226 Est. Cost $989.77 Unrealized -5.7%
WMT WALMART INC 0.1%
Value ($000) $215 Shares 2,200 Est. Cost $84.20 Unrealized +12.5%
HD HOME DEPOT INC 0.1%
Value ($000) $214 Shares 585 Est. Cost $305.53 Unrealized +16.5%
FERG FERGUSON ENTERPRISES INC 0.1%
Value ($000) $173 Shares 793 Est. Cost $196.60 Unrealized -7.4%
META META PLATFORMS INC 0.1%
Value ($000) $172 Shares 233 Est. Cost $496.47 Unrealized +24.2%
GE GE AEROSPACE 0.1%
Value ($000) $170 Shares 659 Est. Cost $157.95 Unrealized +38.4%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $142 Shares 1,827 Est. Cost $66.77 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $119 Shares 153 Est. Cost $790.26 Unrealized -2.1%
FDX FEDEX CORP 0.1%
Value ($000) $118 Shares 518 Est. Cost $251.77 Unrealized -14.5%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $114 Shares 746 Est. Cost $141.92 Unrealized +6.3%
TSLA TESLA INC 0.0%
Value ($000) $109 Shares 344 Est. Cost $214.85 Unrealized +40.2%
MNKD MANNKIND CORP 0.0%
Value ($000) $108 Shares 28,850 Est. Cost $4.82 Unrealized -8.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $108 Shares 5,262 Est. Cost $27.36 Unrealized -18.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $106 Shares 2,000 Est. Cost $55.02 Unrealized -7.7%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $95 Shares 1,825 Est. Cost $82.13 Unrealized -35.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $93 Shares 394 Est. Cost $218.04 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $90 Shares 535 Est. Cost $144.76 Unrealized +1.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $86 Shares 162 Est. Cost $158.10 Unrealized +163.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $84 Shares 1,930 Est. Cost $37.17 Unrealized +12.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $82 Shares 295 Est. Cost $243.57 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $82 Shares 371 Est. Cost $220.63 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $81 Shares 387 Est. Cost $177.22 Unrealized +6.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $78 Shares 110 Est. Cost $433.13 Unrealized +32.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $77 Shares 543 Est. Cost $128.02 Unrealized -15.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $75 Shares 550 Est. Cost $26.35 Unrealized +345.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $74 Shares 131 Est. Cost $456.19 Unrealized +20.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $67 Shares 406 Est. Cost $179.57 Unrealized -17.6%
KO COCA COLA CO 0.0%
Value ($000) $64 Shares 900 Est. Cost $67.37 Unrealized +3.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $60 Shares 739 Est. Cost $71.51 Unrealized +7.1%
CRM SALESFORCE INC 0.0%
Value ($000) $56 Shares 205 Est. Cost $264.75 Unrealized +0.5%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $55 Shares 1,877 Est. Cost $17.73 Unrealized +51.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $54 Shares 55 Est. Cost $793.54 Unrealized +24.8%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $53 Shares 235 Est. Cost $152.28 Unrealized +18.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $52 Shares 922 Est. Cost $47.11 Unrealized +12.8%
AI C3 AI INC 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $25.55 Unrealized -10.5%
SLV ISHARES SILVER TR 0.0%
Value ($000) $51 Shares 1,555 Est. Cost $26.73 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $50 Shares 728 Est. Cost $69.09 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $48 Shares 543 Est. Cost $58.63 Unrealized +19.2%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $47 Shares 501 Est. Cost $94.38 Unrealized -10.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $47 Shares 464 Est. Cost $128.06 Unrealized -26.5%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $45 Shares 155 Est. Cost $201.47 Unrealized +25.4%
UIS UNISYS CORP 0.0%
Value ($000) $43 Shares 9,414 Est. Cost $4.50 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $42 Shares 1,300 Est. Cost $26.85 Unrealized +10.5%
IEF ISHARES TR 0.0%
Value ($000) $42 Shares 435 Est. Cost $95.77 Unrealized
RH RH 0.0%
Value ($000) $41 Shares 215 Est. Cost $185.72 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $40 Shares 375 Est. Cost $103.63 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $37 Shares 1,451 Est. Cost $22.05 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $36 Shares 451 Est. Cost $116.39 Unrealized -33.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $35 Shares 411 Est. Cost $53.24 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $35 Shares 300 Est. Cost $66.33 Unrealized +50.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $34 Shares 88 Est. Cost $337.35 Unrealized -1.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $33 Shares 1,614 Est. Cost $17.62 Unrealized -6.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $33 Shares 160 Est. Cost $169.99 Unrealized +9.2%
ORCL ORACLE CORP 0.0%
Value ($000) $33 Shares 149 Est. Cost $124.63 Unrealized +29.0%
INTC INTEL CORP 0.0%
Value ($000) $29 Shares 1,309 Est. Cost $31.01 Unrealized -33.2%
ABT ABBOTT LABS 0.0%
Value ($000) $28 Shares 208 Est. Cost $105.60 Unrealized +23.7%
ADBE ADOBE INC 0.0%
Value ($000) $28 Shares 72 Est. Cost $481.40 Unrealized -20.0%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $28 Shares 400 Est. Cost $32.07 Unrealized +61.7%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $28 Shares 224 Est. Cost $95.47 Unrealized -2.3%
PVH PVH CORPORATION 0.0%
Value ($000) $27 Shares 400 Est. Cost $72.49 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $27 Shares 96 Est. Cost $242.42 Unrealized +10.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $27 Shares 118 Est. Cost $226.49 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $26 Shares 354 Est. Cost $73.63 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $26 Shares 113 Est. Cost $202.83 Unrealized +13.2%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $25 Shares 111 Est. Cost $193.02 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $25 Shares 5,878 Est. Cost $5.07 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $25 Shares 570 Est. Cost $34.94 Unrealized +8.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $24 Shares 2,122 Est. Cost $12.07 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $56.40 Unrealized +43.4%
AGNC AGNC INVT CORP 0.0%
Value ($000) $23 Shares 2,500 Est. Cost $9.21 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $23 Shares 804 Est. Cost $16.38 Unrealized +30.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $22 Shares 489 Est. Cost $35.52 Unrealized +23.3%
MUB ISHARES TR 0.0%
Value ($000) $22 Shares 206 Est. Cost $104.48 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $21 Shares 172 Est. Cost $105.41 Unrealized -2.5%
C CITIGROUP INC 0.0%
Value ($000) $21 Shares 249 Est. Cost $62.02 Unrealized +14.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $19 Shares 542 Est. Cost $37.72 Unrealized -10.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $19 Shares 414 Est. Cost $41.01 Unrealized +15.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $19 Shares 254 Est. Cost $78.98 Unrealized -12.0%
F FORD MTR CO 0.0%
Value ($000) $19 Shares 1,731 Est. Cost $11.10 Unrealized -11.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $19 Shares 251 Est. Cost $64.74 Unrealized +5.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $17 Shares 194 Est. Cost $95.85 Unrealized -8.2%
TGT TARGET CORP 0.0%
Value ($000) $17 Shares 174 Est. Cost $137.90 Unrealized -32.3%
WING WINGSTOP INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $384.30 Unrealized -23.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $17 Shares 242 Est. Cost $58.32 Unrealized +10.1%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $16 Shares 100 Est. Cost $143.01 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $16 Shares 203 Est. Cost $76.95 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $16 Shares 169 Est. Cost $93.89 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $16 Shares 134 Est. Cost $94.26 Unrealized +22.5%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $16 Shares 91 Est. Cost $146.07 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $16 Shares 117 Est. Cost $150.96 Unrealized -19.0%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $61.43 Unrealized +25.9%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $16 Shares 1,115 Est. Cost $14.37 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $15 Shares 851 Est. Cost $18.60 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $15 Shares 307 Est. Cost $63.96 Unrealized -22.2%
GSK GSK PLC 0.0%
Value ($000) $15 Shares 399 Est. Cost $38.47 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $15 Shares 53 Est. Cost $169.27 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $15 Shares 212 Est. Cost $74.39 Unrealized -20.6%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $15 Shares 400 Est. Cost $36.74 Unrealized -2.3%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $15 Shares 401 Est. Cost $38.37 Unrealized +1.5%
GOOGL ALPHABET INC 0.0%
Value ($000) $15 Shares 83 Est. Cost $165.70 Unrealized -1.5%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $13 Shares 1,608 Est. Cost $15.62 Unrealized -56.0%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $13 Shares 478 Est. Cost $26.58 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $12 Shares 1,394 Est. Cost $10.24 Unrealized -20.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $12 Shares 895 Est. Cost $10.45 Unrealized +29.8%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $12 Shares 24 Est. Cost $284.07 Unrealized +52.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $12 Shares 150 Est. Cost $56.87 Unrealized +25.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $12 Shares 97 Est. Cost $125.88 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $12 Shares 43 Est. Cost $205.14 Unrealized +5.3%
AWR AMER STATES WTR CO 0.0%
Value ($000) $11 Shares 150 Est. Cost $69.34 Unrealized +11.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $11 Shares 358 Est. Cost $44.24 Unrealized -29.4%
VFC V F CORP 0.0%
Value ($000) $11 Shares 962 Est. Cost $13.77 Unrealized -10.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $11 Shares 120 Est. Cost $98.35 Unrealized -13.4%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $11 Shares 222 Est. Cost $49.51 Unrealized
LVHD LEGG MASON ETF INVT 0.0%
Value ($000) $11 Shares 274 Est. Cost $40.97 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $11 Shares 48 Est. Cost $177.30 Unrealized +18.7%
MDB MONGODB INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $282.40 Unrealized -34.5%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $10 Shares 265 Est. Cost $16.66 Unrealized +50.6%
BIDU BAIDU INC 0.0%
Value ($000) $10 Shares 122 Est. Cost $86.48 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $10 Shares 234 Est. Cost $44.59 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $82.62 Unrealized +23.4%
SHEL SHELL PLC 0.0%
Value ($000) $10 Shares 147 Est. Cost $69.30 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $10 Shares 10 Est. Cost $188.66 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $10 Shares 175 Est. Cost $48.73 Unrealized +14.8%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $10 Shares 85 Est. Cost $80.46 Unrealized +43.2%
CCI CROWN CASTLE INC 0.0%
Value ($000) $10 Shares 97 Est. Cost $91.91 Unrealized +6.7%
ECC EAGLE POINT CREDIT COMPANY I 0.0%
Value ($000) $10 Shares 1,300 Est. Cost $8.88 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $10 Shares 237 Est. Cost $34.10 Unrealized +6.0%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $10 Shares 102 Est. Cost $91.94 Unrealized 0.0%
ALAB ASTERA LABS INC 0.0%
Value ($000) $10 Shares 108 Est. Cost $79.01 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $10 Shares 167 Est. Cost $58.33 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $10 Shares 2,456 Est. Cost $3.84 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $10 Shares 202 Est. Cost $37.39 Unrealized +10.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 58 Est. Cost $152.42 Unrealized 0.0%
FSK FS KKR CAP CORP 0.0%
Value ($000) $9 Shares 457 Est. Cost $15.27 Unrealized +18.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $69.50 Unrealized +18.4%
POOL POOL CORP 0.0%
Value ($000) $9 Shares 31 Est. Cost $353.26 Unrealized -15.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $9 Shares 787 Est. Cost $8.17 Unrealized +14.2%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $9 Shares 262 Est. Cost $33.50 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $214.86 Unrealized 0.0%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $8 Shares 995 Est. Cost $7.86 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $8 Shares 107 Est. Cost $65.01 Unrealized 0.0%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $9.27 Unrealized +57.0%
ECL ECOLAB INC 0.0%
Value ($000) $8 Shares 29 Est. Cost $252.35 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $8 Shares 68 Est. Cost $134.54 Unrealized -27.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $96.69 Unrealized -35.6%
KVUE KENVUE INC 0.0%
Value ($000) $8 Shares 369 Est. Cost $18.19 Unrealized +21.8%
TEM TEMPUS AI INC 0.0%
Value ($000) $8 Shares 121 Est. Cost $56.75 Unrealized +1.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $8 Shares 408 Est. Cost $18.30 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $8 Shares 209 Est. Cost $27.53 Unrealized +24.9%
ABRDN HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $8 Shares 408 Est. Cost $18.87 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $7 Shares 86 Est. Cost $78.94 Unrealized +5.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 Shares 117 Est. Cost $54.95 Unrealized +9.0%
PFFA ETFIS SER TR I 0.0%
Value ($000) $7 Shares 352 Est. Cost $21.84 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $91.29 Unrealized +83.3%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $59.24 Unrealized +41.9%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $7 Shares 47 Est. Cost $226.59 Unrealized -41.1%
INTU INTUIT 0.0%
Value ($000) $7 Shares 9 Est. Cost $674.49 Unrealized 0.0%
XAI OCTAGN FLT RAT & ALT INM 0.0%
Value ($000) $7 Shares 1,230 Est. Cost $6.64 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $7 Shares 61 Est. Cost $72.00 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $7 Shares 49 Est. Cost $120.96 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $7 Shares 64 Est. Cost $91.75 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $7 Shares 22 Est. Cost $304.09 Unrealized
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $7 Shares 280 Est. Cost $21.17 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $7 Shares 44 Est. Cost $117.83 Unrealized +14.7%
UP WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $6 Shares 6,010 Est. Cost $2.10 Unrealized -41.6%
ASML ASML HOLDING N V 0.0%
Value ($000) $6 Shares 8 Est. Cost $720.09 Unrealized
TIDAL TR II 0.0%
Value ($000) $6 Shares 624 Est. Cost $10.25 Unrealized
NFLY TIDAL TR II 0.0%
Value ($000) $6 Shares 327 Est. Cost $19.25 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $6 Shares 122 Est. Cost $51.51 Unrealized
TIDAL TR II 0.0%
Value ($000) $6 Shares 283 Est. Cost $22.17 Unrealized
NVDY TIDAL TR II 0.0%
Value ($000) $6 Shares 371 Est. Cost $16.77 Unrealized
YMAX TIDAL TR II 0.0%
Value ($000) $6 Shares 450 Est. Cost $13.76 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $236.81 Unrealized +0.1%
RTX RTX CORPORATION 0.0%
Value ($000) $6 Shares 42 Est. Cost $131.75 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $6 Shares 75 Est. Cost $73.92 Unrealized +9.1%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $6 Shares 28 Est. Cost $185.05 Unrealized 0.0%
TIDAL TR II 0.0%
Value ($000) $6 Shares 728 Est. Cost $8.17 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $6 Shares 20 Est. Cost $287.46 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $6 Shares 119 Est. Cost $44.38 Unrealized +6.0%
PRA PROASSURANCE CORP 0.0%
Value ($000) $6 Shares 256 Est. Cost $13.57 Unrealized +70.1%
UNILEVER PLC 0.0%
Value ($000) $6 Shares 94 Est. Cost $61.17 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $6 Shares 14 Est. Cost $371.54 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $6 Shares 77 Est. Cost $67.32 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $182.67 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 65 Est. Cost $92.66 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $6 Shares 603 Est. Cost $7.87 Unrealized +3.8%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $151.20 Unrealized -21.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.40 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.36 Unrealized 0.0%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $5 Shares 165 Est. Cost $28.39 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $65.15 Unrealized -0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 4 Est. Cost $113.07 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $346.99 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $5 Shares 206 Est. Cost $32.54 Unrealized -18.1%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $5 Shares 200 Est. Cost $18.27 Unrealized +46.2%
FTNT FORTINET INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.89 Unrealized 0.0%
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.71 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $5 Shares 11 Est. Cost $452.31 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $465.91 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $5 Shares 170 Est. Cost $30.40 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 34 Est. Cost $131.06 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $5 Shares 161 Est. Cost $29.35 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $122.67 Unrealized +34.7%
TOTALENERGIES SE 0.0%
Value ($000) $5 Shares 80 Est. Cost $58.12 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $5 Shares 188 Est. Cost $26.03 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $277.77 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $5 Shares 265 Est. Cost $17.27 Unrealized -1.6%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $5 Shares 97 Est. Cost $41.87 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $5 Shares 253 Est. Cost $17.71 Unrealized 0.0%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $5 Shares 108 Est. Cost $40.77 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $5 Shares 480 Est. Cost $5.67 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $4 Shares 103 Est. Cost $37.70 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $4 Shares 37 Est. Cost $109.47 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $122.31 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $4 Shares 350 Est. Cost $14.49 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $4 Shares 43 Est. Cost $126.07 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $4 Shares 60 Est. Cost $69.02 Unrealized
DX DYNEX CAP INC 0.0%
Value ($000) $4 Shares 337 Est. Cost $12.22 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $4 Shares 14 Est. Cost $282.38 Unrealized -3.5%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $4 Shares 333 Est. Cost $10.45 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $4 Shares 600 Est. Cost $5.58 Unrealized -24.2%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $4 Shares 42 Est. Cost $91.33 Unrealized 0.0%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $4 Shares 74 Est. Cost $53.59 Unrealized
BCE BCE INC 0.0%
Value ($000) $4 Shares 178 Est. Cost $29.06 Unrealized -27.6%
ETN EATON CORP PLC 0.0%
Value ($000) $4 Shares 11 Est. Cost $306.71 Unrealized 0.0%
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 27 Est. Cost $111.74 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $92.20 Unrealized 0.0%
VST VISTRA CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $148.62 Unrealized -0.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $4 Shares 24 Est. Cost $160.77 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $522.87 Unrealized 0.0%
ATLX ATLAS LITHIUM CORP 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.16 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $4 Shares 36 Est. Cost $104.48 Unrealized -2.1%
CCAP CRESCENT CAP BDC INC 0.0%
Value ($000) $4 Shares 264 Est. Cost $13.99 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $4 Shares 7 Est. Cost $484.68 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $4 Shares 39 Est. Cost $83.15 Unrealized 0.0%
QDTE ROUNDHILL ETF TRUST 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.50 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $4 Shares 84 Est. Cost $41.16 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $158.03 Unrealized +1.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 785 Est. Cost $1.27 Unrealized +205.6%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $3 Shares 37 Est. Cost $62.16 Unrealized -6.2%
IR INGERSOLL RAND INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $78.76 Unrealized 0.0%
UBS UBS GROUP AG 0.0%
Value ($000) $3 Shares 96 Est. Cost $30.94 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $3 Shares 102 Est. Cost $29.98 Unrealized 0.0%
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $5.90 Unrealized -50.7%
ING ING GROEP N.V. 0.0%
Value ($000) $3 Shares 143 Est. Cost $21.87 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $106.09 Unrealized +0.2%
HSY HERSHEY CO 0.0%
Value ($000) $3 Shares 19 Est. Cost $173.48 Unrealized -6.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 39 Est. Cost $77.61 Unrealized -3.9%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $3 Shares 4 Est. Cost $641.84 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $3 Shares 10 Est. Cost $215.01 Unrealized
NMAX NEWSMAX INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $26.20 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $655.29 Unrealized +1.5%
PZZA PAPA JOHNS INTL INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $46.11 Unrealized -14.9%
NEM NEWMONT CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $48.40 Unrealized +9.3%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $107.74 Unrealized +8.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $105.20 Unrealized -44.6%
CSX CSX CORP 0.0%
Value ($000) $3 Shares 85 Est. Cost $29.78 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $3 Shares 16 Est. Cost $194.63 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value ($000) $3 Shares 60 Est. Cost $41.90 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $104.58 Unrealized
FMC FMC CORP 0.0%
Value ($000) $3 Shares 65 Est. Cost $56.34 Unrealized -32.0%
BCS BARCLAYS PLC 0.0%
Value ($000) $3 Shares 146 Est. Cost $18.59 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $87.54 Unrealized -23.0%
PCAR PACCAR INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $90.46 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $3 Shares 91 Est. Cost $23.65 Unrealized +8.3%
XOP SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 20 Est. Cost $132.40 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $49.95 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.79 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $3 Shares 591 Est. Cost $4.25 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $20.78 Unrealized
BLACKROCK TECH AND PRIVATE E 0.0%
Value ($000) $2 Shares 340 Est. Cost $6.26 Unrealized
AZTA AZENTA INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $53.44 Unrealized -47.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.62 Unrealized +15.0%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $2 Shares 84 Est. Cost $28.83 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $2 Shares 14 Est. Cost $180.47 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $81.78 Unrealized -3.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 70 Est. Cost $42.51 Unrealized -20.2%
SH PROSHARES TR 0.0%
Value ($000) $2 Shares 56 Est. Cost $42.32 Unrealized
NGD NEW GOLD INC CDA 0.0%
Value ($000) $2 Shares 450 Est. Cost $4.11 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $2 Shares 32 Est. Cost $50.07 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $2 Shares 11 Est. Cost $193.02 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $131.03 Unrealized 0.0%
WNS HLDGS LTD 0.0%
Value ($000) $2 Shares 33 Est. Cost $52.52 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $2 Shares 36 Est. Cost $54.42 Unrealized 0.0%
SII SPROTT INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $55.52 Unrealized 0.0%
SCI SERVICE CORP INTL 0.0%
Value ($000) $2 Shares 25 Est. Cost $70.96 Unrealized +10.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.55 Unrealized +21.5%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.28 Unrealized -29.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $97.41 Unrealized -16.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $182.37 Unrealized -20.5%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $2 Shares 42 Est. Cost $36.21 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $374.94 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $218.47 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $2 Shares 14 Est. Cost $106.29 Unrealized -8.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 107 Est. Cost $12.55 Unrealized +17.1%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $136.84 Unrealized +29.4%
BHP BHP GROUP LTD 0.0%
Value ($000) $2 Shares 37 Est. Cost $48.08 Unrealized
CNR CORE NATURAL RESOURCES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $70.86 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.88 Unrealized -40.2%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $2 Shares 124 Est. Cost $13.72 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $2 Shares 93 Est. Cost $21.75 Unrealized 0.0%
RTO RENTOKIL INITIAL PLC 0.0%
Value ($000) $2 Shares 69 Est. Cost $29.65 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.09 Unrealized -16.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.59 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $2 Shares 30 Est. Cost $51.78 Unrealized -8.1%
QID PROSHARES TR 0.0%
Value ($000) $2 Shares 62 Est. Cost $36.05 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $2 Shares 12 Est. Cost $122.31 Unrealized 0.0%
VIPER ENERGY INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.54 Unrealized
NNN NNN REIT INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $42.89 Unrealized
BGS B & G FOODS INC NEW 0.0%
Value ($000) $2 Shares 364 Est. Cost $7.84 Unrealized -41.4%
HL HECLA MNG CO 0.0%
Value ($000) $1 Shares 250 Est. Cost $5.51 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $1 Shares 7 Est. Cost $158.48 Unrealized +20.9%
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $1 Shares 250 Est. Cost $5.82 Unrealized +11.7%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $143.68 Unrealized -8.6%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $1 Shares 15 Est. Cost $81.60 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $1 Shares 400 Est. Cost $7.10 Unrealized -59.2%
EIC EAGLE POINT INCOME COMPANY I 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.54 Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.61 Unrealized 0.0%
PJT PJT PARTNERS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $144.72 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $112.57 Unrealized +25.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $34.31 Unrealized +6.5%
RUM RUMBLE INC 0.0%
Value ($000) $1 Shares 142 Est. Cost $9.74 Unrealized -12.3%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $1 Shares 20 Est. Cost $36.80 Unrealized
VG VENTURE GLOBAL INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $14.48 Unrealized -20.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $417.06 Unrealized 0.0%
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $13.25 Unrealized 0.0%
MTDR MATADOR RES CO 0.0%
Value ($000) $1 Shares 25 Est. Cost $44.16 Unrealized 0.0%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.36 Unrealized +141.8%
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.91 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.80 Unrealized +13.3%
AVPT AVEPOINT INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.34 Unrealized 0.0%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $24.48 Unrealized 0.0%
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.77 Unrealized 0.0%
JD JD.COM INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.84 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.14 Unrealized -18.5%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $32.80 Unrealized +17.5%
IAG IAMGOLD CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $5.34 Unrealized +31.1%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $122.34 Unrealized +31.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $1 Shares 9 Est. Cost $131.40 Unrealized -0.8%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $86.52 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.99 Unrealized -33.8%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $1 Shares 140 Est. Cost $7.22 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.85 Unrealized -8.4%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $1 Shares 98 Est. Cost $7.38 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $126.86 Unrealized -49.8%
CHRS COHERUS ONCOLOGY INC 0.0%
Value ($000) $1 Shares 1,300 Est. Cost $2.01 Unrealized -57.1%
PLTK PLAYTIKA HLDG CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.93 Unrealized -38.0%
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 21 Est. Cost $33.52 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $1 Shares 14 Est. Cost $61.49 Unrealized -9.6%
SOC SABLE OFFSHORE CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $23.26 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $1 Shares 41 Est. Cost $14.34 Unrealized +30.4%
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $11.51 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $1 Shares 28 Est. Cost $24.96 Unrealized
SVM SILVERCORP METALS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.51 Unrealized +10.3%
OKLO OKLO INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $20.66 Unrealized +86.7%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $132.96 Unrealized
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $60.82 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.46 Unrealized 0.0%
TSE TRINSEO PLC 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.89 Unrealized -32.9%
MTA METALLA RTY & STREAMING LTD 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.19 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $45.30 Unrealized 0.0%
CNMD CONMED CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.59 Unrealized -23.9%
DRS LEONARDO DRS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $39.92 Unrealized 0.0%
FRO FRONTLINE PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $16.83 Unrealized 0.0%
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $28.46 Unrealized -11.4%
KEY KEYCORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $13.41 Unrealized +12.3%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $94.79 Unrealized 0.0%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 2 Est. Cost $254.00 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $1 Shares 115 Est. Cost $6.72 Unrealized -26.9%
APA APA CORPORATION 0.0%
Value ($000) $1 Shares 31 Est. Cost $28.82 Unrealized -41.5%
IAC IAC INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.32 Unrealized -12.5%
CLSK CLEANSPARK INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.93 Unrealized -40.4%
L LOEWS CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $87.62 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $18.93 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 66 Est. Cost $12.25 Unrealized -35.8%
MIR MIRION TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $17.24 Unrealized 0.0%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.80 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $434.87 Unrealized 0.0%
AMRC AMERESCO INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $27.57 Unrealized -52.5%
EPAM EPAM SYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $213.23 Unrealized -21.6%
USB US BANCORP DEL 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.76 Unrealized +7.9%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $9.14 Unrealized +15.9%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $9.63 Unrealized -2.2%
CIFR CIPHER MINING INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.14 Unrealized -21.9%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.74 Unrealized -9.0%
IDR IDAHO STRATEGIC RESOURCES 0.0%
Value ($000) $0 Shares 35 Est. Cost $14.72 Unrealized 0.0%
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $0 Shares 30 Est. Cost $13.03 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.15 Unrealized 0.0%
MARA MARA HOLDINGS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.47 Unrealized -22.5%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 182 Est. Cost $2.61 Unrealized
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $126.38 Unrealized -36.5%
HUT HUT 8 CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.62 Unrealized +55.0%
AEHR AEHR TEST SYS 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.33 Unrealized -28.6%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $28.82 Unrealized -17.4%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $10.41 Unrealized -18.3%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $20.73 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 32 Est. Cost $18.66 Unrealized -45.1%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.35 Unrealized +6.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.35 Unrealized -18.8%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.87 Unrealized -25.9%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.88 Unrealized
TREE LENDINGTREE INC NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $41.57 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.36 Unrealized
BIRK BIRKENSTOCK HOLDING PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.40 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $98.08 Unrealized -20.8%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $0 Shares 112 Est. Cost $1.70 Unrealized 0.0%
HUYA HUYA INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $3.95 Unrealized
CWH CAMPING WORLD HLDGS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $16.01 Unrealized -5.0%
BRKR BRUKER CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.77 Unrealized -34.5%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.93 Unrealized +145.9%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $223.39 Unrealized -20.9%
LE LANDS END INC NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $13.45 Unrealized -32.8%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $0 Shares 41 Est. Cost $4.32 Unrealized
SONO SONOS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $16.60 Unrealized -41.4%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $4.85 Unrealized 0.0%
MITT AG MTG INVT TR INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.65 Unrealized
BITF BITFARMS LTD 0.0%
Value ($000) $0 Shares 150 Est. Cost $1.67 Unrealized -44.7%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.35 Unrealized -41.8%
BZUN BAOZUN INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $2.34 Unrealized
GOTU GAOTU TECHEDU INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $4.91 Unrealized
WGMI VALKYRIE ETF TRUST II 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.20 Unrealized
NMM NAVIOS MARITIME PARTNERS L P 0.0%
Value ($000) $0 Shares 3 Est. Cost $51.00 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $2.86 Unrealized -65.2%
LU LUFAX HOLDING LTD 0.0%
Value ($000) $0 Shares 28 Est. Cost $2.36 Unrealized
DQ DAQO NEW ENERGY CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.60 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.20 Unrealized -40.6%
WULF TERAWULF INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $3.03 Unrealized +12.8%
PARAMOUNT GLOBAL 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.50 Unrealized
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized +123.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.52 Unrealized -15.6%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.74 Unrealized -26.7%
MOMO HELLO GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $6.00 Unrealized
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.16 Unrealized -24.7%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.90 Unrealized 0.0%
FLD FOLD HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.00 Unrealized -52.3%
AMIX AUTONOMIX MED INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.42 Unrealized -79.7%
AIOS NISUN INTL ENT DVPMT GP CO L 0.0%
Value ($000) $0 Shares 2 Est. Cost $5.56 Unrealized -13.1%
LX LEXINFINTECH HLDGS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.65 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.00 Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.13 Unrealized -83.1%
OLMA OLEMA PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.46 Unrealized 0.0%