MorganRosel Wealth Management, LLC Diversified Active

CIK: 0001753218 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value ($000): $366,928 (100.0% shares, 0.0% debt)

Holdings (358)

VTI VANGUARD TOTAL STOCK MARKET ETF 19.7%
Value ($000) $72,426 Shares 238,298 Est. Cost $187.65 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 7.4%
Value ($000) $27,253 Shares 1,233,156 Est. Cost $25.53 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.1%
Value ($000) $11,462 Shares 18,552 Est. Cost $298.63 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3.0%
Value ($000) $10,947 Shares 116,624 Est. Cost $75.79 Unrealized
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 2.7%
Value ($000) $9,882 Shares 299,558 Est. Cost $19.94 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 2.6%
Value ($000) $9,584 Shares 317,991 Est. Cost $26.35 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 2.5%
Value ($000) $9,280 Shares 100,672 Est. Cost $92.53 Unrealized
VPLS VANGUARD CORE PLUS BOND ETF 2.5%
Value ($000) $9,135 Shares 117,420 Est. Cost $76.87 Unrealized
VO VANGUARD MID-CAP ETF 2.4%
Value ($000) $8,733 Shares 31,208 Est. Cost $199.04 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2.3%
Value ($000) $8,621 Shares 63,844 Est. Cost $93.94 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 2.3%
Value ($000) $8,413 Shares 361,995 Est. Cost $36.10 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 2.2%
Value ($000) $8,248 Shares 29,003 Est. Cost $244.64 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 2.1%
Value ($000) $7,761 Shares 193,918 Est. Cost $33.54 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 2.1%
Value ($000) $7,583 Shares 112,816 Est. Cost $50.55 Unrealized
VOO VANGUARD S&P 500 ETF 2.0%
Value ($000) $7,491 Shares 13,187 Est. Cost $430.85 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 2.0%
Value ($000) $7,477 Shares 13,555 Est. Cost $504.22 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 1.9%
Value ($000) $6,877 Shares 73,345 Est. Cost $92.80 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 1.8%
Value ($000) $6,677 Shares 111,189 Est. Cost $42.34 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 1.6%
Value ($000) $6,037 Shares 97,900 Est. Cost $60.79 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 1.6%
Value ($000) $5,788 Shares 116,066 Est. Cost $49.59 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.5%
Value ($000) $5,662 Shares 99,317 Est. Cost $48.50 Unrealized
JPIE JPMORGAN INCOME ETF 1.5%
Value ($000) $5,588 Shares 120,634 Est. Cost $45.85 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 1.1%
Value ($000) $4,217 Shares 52,292 Est. Cost $77.25 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1.1%
Value ($000) $3,994 Shares 21,845 Est. Cost $134.75 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.0%
Value ($000) $3,541 Shares 35,698 Est. Cost $101.01 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.9%
Value ($000) $3,395 Shares 40,386 Est. Cost $67.55 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $2,891 Shares 14,088 Est. Cost $189.97 Unrealized +6.0%
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $2,844 Shares 5,718 Est. Cost $301.36 Unrealized +43.5%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.8%
Value ($000) $2,786 Shares 11,594 Est. Cost $167.68 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.7%
Value ($000) $2,530 Shares 55,365 Est. Cost $33.47 Unrealized
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.6%
Value ($000) $2,383 Shares 21,943 Est. Cost $52.87 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.6%
Value ($000) $2,243 Shares 118,249 Est. Cost $19.70 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $2,113 Shares 42,728 Est. Cost $43.38 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.5%
Value ($000) $1,995 Shares 17,626 Est. Cost $98.52 Unrealized
MR COOPER GROUP INC COM 0.5%
Value ($000) $1,966 Shares 13,175 Est. Cost $57.40 Unrealized
COST COSTCO WHSL CORP NEW COM 0.5%
Value ($000) $1,796 Shares 1,814 Est. Cost $702.02 Unrealized +41.1%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.5%
Value ($000) $1,786 Shares 24,527 Est. Cost $50.60 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.5%
Value ($000) $1,739 Shares 10,563 Est. Cost $28.39 Unrealized +475.6%
TSLA TESLA INC COM 0.5%
Value ($000) $1,704 Shares 5,365 Est. Cost $248.37 Unrealized +21.3%
REV GROUP INC COM 0.5%
Value ($000) $1,668 Shares 35,056 Est. Cost $26.12 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.4%
Value ($000) $1,559 Shares 17,298 Est. Cost $89.62 Unrealized +1.7%
APH AMPHENOL CORP NEW CL A 0.4%
Value ($000) $1,480 Shares 14,987 Est. Cost $64.93 Unrealized +25.3%
HEI HEICO CORP NEW COM 0.4%
Value ($000) $1,471 Shares 4,485 Est. Cost $276.47 Unrealized +0.1%
MCK MCKESSON CORP COM 0.4%
Value ($000) $1,425 Shares 1,945 Est. Cost $596.27 Unrealized +18.0%
PWR QUANTA SVCS INC COM 0.4%
Value ($000) $1,360 Shares 3,598 Est. Cost $106.71 Unrealized +200.6%
FISV FISERV INC COM 0.4%
Value ($000) $1,335 Shares 7,741 Est. Cost $181.55 Unrealized -0.1%
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $1,220 Shares 5,146 Est. Cost $210.81 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.3%
Value ($000) $1,212 Shares 2,770 Est. Cost $345.45 Unrealized +13.8%
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $1,211 Shares 2,268 Est. Cost $383.09 Unrealized +28.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.3%
Value ($000) $1,208 Shares 4,971 Est. Cost $210.80 Unrealized +11.5%
VCTR VICTORY CAP HLDGS INC COM CL A 0.3%
Value ($000) $1,200 Shares 18,845 Est. Cost $50.30 Unrealized +17.2%
IBEX IBEX LTD SHS NEW 0.3%
Value ($000) $1,181 Shares 40,589 Est. Cost $26.75 Unrealized 0.0%
RKLB ROCKET LAB CORP COM 0.3%
Value ($000) $1,181 Shares 33,008 Est. Cost $24.48 Unrealized 0.0%
CVSA ADTALEM GLOBAL ED INC COM 0.3%
Value ($000) $1,172 Shares 9,214 Est. Cost $118.24 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.3%
Value ($000) $1,167 Shares 15,852 Est. Cost $75.37 Unrealized
USFD US FOODS HLDG CORP COM 0.3%
Value ($000) $1,161 Shares 15,073 Est. Cost $71.34 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.3%
Value ($000) $1,095 Shares 720 Est. Cost $1155.41 Unrealized +13.7%
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.3%
Value ($000) $1,093 Shares 19,500 Est. Cost $53.57 Unrealized
KLAC KLA CORP COM NEW 0.3%
Value ($000) $1,067 Shares 1,191 Est. Cost $547.49 Unrealized +36.7%
PFSI PENNYMAC FINL SVCS INC NEW COM 0.3%
Value ($000) $996 Shares 10,000 Est. Cost $82.72 Unrealized +16.0%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $952 Shares 2,668 Est. Cost $201.77 Unrealized +52.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.3%
Value ($000) $933 Shares 7,832 Est. Cost $116.23 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $916 Shares 11,845 Est. Cost $58.77 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $891 Shares 5,640 Est. Cost $104.70 Unrealized +20.2%
PIE INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF 0.2%
Value ($000) $861 Shares 41,110 Est. Cost $19.20 Unrealized
RS RELIANCE INC COM 0.2%
Value ($000) $853 Shares 2,717 Est. Cost $229.11 Unrealized +28.9%
INTU INTUIT COM 0.2%
Value ($000) $851 Shares 1,081 Est. Cost $572.76 Unrealized +17.8%
SKYW SKYWEST INC COM 0.2%
Value ($000) $841 Shares 8,168 Est. Cost $82.01 Unrealized +15.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $788 Shares 13,125 Est. Cost $53.03 Unrealized
LIN LINDE PLC SHS 0.2%
Value ($000) $785 Shares 1,673 Est. Cost $393.75 Unrealized +14.9%
CSL CARLISLE COS INC COM 0.2%
Value ($000) $767 Shares 2,055 Est. Cost $406.72 Unrealized -9.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $746 Shares 4,107 Est. Cost $139.16 Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.2%
Value ($000) $733 Shares 30,586 Est. Cost $30.24 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $732 Shares 3,754 Est. Cost $169.44 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $694 Shares 6,644 Est. Cost $106.06 Unrealized
PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 0.2%
Value ($000) $685 Shares 14,913 Est. Cost $24.34 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $673 Shares 20,377 Est. Cost $26.30 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.2%
Value ($000) $645 Shares 7,261 Est. Cost $79.44 Unrealized -0.4%
DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 0.2%
Value ($000) $643 Shares 7,579 Est. Cost $78.19 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.2%
Value ($000) $637 Shares 10,141 Est. Cost $57.63 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $634 Shares 2,900 Est. Cost $175.85 Unrealized -8.6%
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $629 Shares 3,823 Est. Cost $146.37 Unrealized
CRGY CRESCENT ENERGY COMPANY CL A COM 0.2%
Value ($000) $584 Shares 67,934 Est. Cost $11.92 Unrealized -28.9%
JEF JEFFERIES FINL GROUP INC COM 0.1%
Value ($000) $516 Shares 9,431 Est. Cost $65.74 Unrealized -26.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $505 Shares 3,933 Est. Cost $78.01 Unrealized
IT GARTNER INC COM 0.1%
Value ($000) $501 Shares 1,240 Est. Cost $339.32 Unrealized +23.3%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $437 Shares 3,252 Est. Cost $104.66 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $415 Shares 4,966 Est. Cost $64.12 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $412 Shares 1,768 Est. Cost $199.46 Unrealized +0.1%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $407 Shares 3,773 Est. Cost $99.09 Unrealized +5.5%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $381 Shares 2,294 Est. Cost $150.44 Unrealized -1.7%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $336 Shares 1,909 Est. Cost $126.39 Unrealized +29.2%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $334 Shares 2,351 Est. Cost $143.89 Unrealized -24.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $320 Shares 4,700 Est. Cost $67.81 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $320 Shares 2,400 Est. Cost $113.54 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $313 Shares 9,083 Est. Cost $27.38 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $308 Shares 1,000 Est. Cost $278.09 Unrealized +4.6%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $304 Shares 1,384 Est. Cost $140.18 Unrealized +41.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $254 Shares 1,307 Est. Cost $154.21 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $254 Shares 2,847 Est. Cost $83.46 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $235 Shares 806 Est. Cost $300.79 Unrealized +0.9%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $235 Shares 535 Est. Cost $374.01 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $228 Shares 623 Est. Cost $270.67 Unrealized +31.5%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $226 Shares 300 Est. Cost $710.77 Unrealized -6.4%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $222 Shares 2,064 Est. Cost $100.70 Unrealized +0.5%
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.1%
Value ($000) $213 Shares 3,269 Est. Cost $59.31 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $206 Shares 1,167 Est. Cost $172.74 Unrealized
FTNT FORTINET INC COM 0.1%
Value ($000) $202 Shares 1,906 Est. Cost $101.38 Unrealized -0.5%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.1%
Value ($000) $199 Shares 4,737 Est. Cost $36.20 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $194 Shares 588 Est. Cost $295.68 Unrealized +7.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $186 Shares 383 Est. Cost $486.15 Unrealized +4.5%
FISV FISERV INC COM 0.0%
Value ($000) $172 Shares 1,000 Est. Cost $181.55 Unrealized -0.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $172 Shares 669 Est. Cost $196.49 Unrealized +11.2%
V VISA INC COM CL A 0.0%
Value ($000) $171 Shares 481 Est. Cost $336.32 Unrealized +3.2%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $166 Shares 859 Est. Cost $172.26 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $165 Shares 2,000 Est. Cost $76.62 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $164 Shares 2,635 Est. Cost $58.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $155 Shares 525 Est. Cost $239.40 Unrealized +6.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $150 Shares 112 Est. Cost $95.10 Unrealized +18.9%
MR COOPER GROUP INC COM 0.0%
Value ($000) $149 Shares 1,000 Est. Cost $57.40 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $148 Shares 1,843 Est. Cost $72.53 Unrealized -1.9%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $141 Shares 645 Est. Cost $188.66 Unrealized +8.3%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $139 Shares 1,558 Est. Cost $58.85 Unrealized
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $130 Shares 5,911 Est. Cost $21.64 Unrealized
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $130 Shares 5,734 Est. Cost $22.40 Unrealized
BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $129 Shares 6,014 Est. Cost $21.08 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $129 Shares 1,407 Est. Cost $85.07 Unrealized
VFVA VANGUARD U.S. VALUE FACTOR ETF 0.0%
Value ($000) $129 Shares 1,093 Est. Cost $100.52 Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $129 Shares 5,510 Est. Cost $23.19 Unrealized
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $128 Shares 5,568 Est. Cost $23.05 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $128 Shares 305 Est. Cost $441.57 Unrealized -6.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $128 Shares 687 Est. Cost $189.39 Unrealized -3.6%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $125 Shares 526 Est. Cost $243.03 Unrealized -0.6%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $125 Shares 1,007 Est. Cost $106.29 Unrealized -3.3%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $120 Shares 438 Est. Cost $269.39 Unrealized -7.5%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $116 Shares 1,029 Est. Cost $90.67 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $115 Shares 5,292 Est. Cost $18.99 Unrealized
BSJU INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $107 Shares 4,116 Est. Cost $25.49 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $106 Shares 1,484 Est. Cost $62.27 Unrealized +9.5%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $106 Shares 313 Est. Cost $306.74 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $104 Shares 246 Est. Cost $361.09 Unrealized
FBP FIRST BANCORP P R COM NEW 0.0%
Value ($000) $104 Shares 5,000 Est. Cost $19.00 Unrealized +2.1%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $102 Shares 1,110 Est. Cost $93.86 Unrealized -9.3%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $98 Shares 2,256 Est. Cost $40.39 Unrealized +3.6%
BALL BALL CORP COM 0.0%
Value ($000) $98 Shares 1,740 Est. Cost $51.75 Unrealized -0.1%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $96 Shares 1,956 Est. Cost $48.81 Unrealized -3.6%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $95 Shares 1,150 Est. Cost $81.76 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $88 Shares 475 Est. Cost $153.62 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $87 Shares 165 Est. Cost $350.20 Unrealized +18.8%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $87 Shares 548 Est. Cost $163.95 Unrealized -1.9%
CHWY CHEWY INC CL A 0.0%
Value ($000) $85 Shares 2,000 Est. Cost $35.87 Unrealized +11.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $44.50 Unrealized -7.5%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $83 Shares 2,335 Est. Cost $33.91 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $82 Shares 675 Est. Cost $111.48 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $81 Shares 533 Est. Cost $152.45 Unrealized -1.1%
META META PLATFORMS INC CL A 0.0%
Value ($000) $81 Shares 110 Est. Cost $643.25 Unrealized -4.1%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $81 Shares 500 Est. Cost $106.79 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $77 Shares 1,108 Est. Cost $60.10 Unrealized +0.5%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $76 Shares 528 Est. Cost $150.48 Unrealized -9.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $75 Shares 857 Est. Cost $87.41 Unrealized -4.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $72 Shares 2,393 Est. Cost $33.79 Unrealized
T AT&T INC COM 0.0%
Value ($000) $69 Shares 2,372 Est. Cost $25.26 Unrealized +6.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $69 Shares 865 Est. Cost $75.61 Unrealized +1.3%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $68 Shares 1,146 Est. Cost $56.85 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $68 Shares 600 Est. Cost $132.23 Unrealized
TXNM TXNM ENERGY INC COM 0.0%
Value ($000) $67 Shares 1,193 Est. Cost $54.45 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $67 Shares 243 Est. Cost $209.82 Unrealized +2.9%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $65 Shares 546 Est. Cost $119.26 Unrealized -8.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $64 Shares 353 Est. Cost $136.99 Unrealized +22.2%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $47.25 Unrealized +0.4%
EVRG EVERGY INC COM 0.0%
Value ($000) $63 Shares 911 Est. Cost $65.58 Unrealized 0.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $60 Shares 453 Est. Cost $141.09 Unrealized -7.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $59 Shares 256 Est. Cost $235.58 Unrealized -7.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $59 Shares 230 Est. Cost $239.35 Unrealized -2.6%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $57 Shares 1,100 Est. Cost $52.56 Unrealized -3.1%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $57 Shares 1,208 Est. Cost $43.62 Unrealized -5.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $57 Shares 626 Est. Cost $77.67 Unrealized +7.1%
KKR KKR & CO INC COM 0.0%
Value ($000) $56 Shares 424 Est. Cost $116.65 Unrealized 0.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $54 Shares 364 Est. Cost $135.11 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $54 Shares 400 Est. Cost $125.48 Unrealized +4.1%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $54 Shares 383 Est. Cost $131.37 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $53 Shares 541 Est. Cost $94.55 Unrealized +0.2%
GLW CORNING INC COM 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $48.55 Unrealized -4.6%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $50.33 Unrealized -13.6%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $52 Shares 264 Est. Cost $190.58 Unrealized
PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF 0.0%
Value ($000) $51 Shares 754 Est. Cost $58.96 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $51 Shares 2,661 Est. Cost $18.50 Unrealized 0.0%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $47 Shares 450 Est. Cost $103.60 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $46 Shares 900 Est. Cost $53.52 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $44 Shares 500 Est. Cost $74.57 Unrealized +0.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $44 Shares 548 Est. Cost $80.24 Unrealized -6.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $43 Shares 1,749 Est. Cost $22.21 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $41 Shares 2,017 Est. Cost $19.41 Unrealized -15.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $40 Shares 887 Est. Cost $44.20 Unrealized -7.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $40 Shares 60 Est. Cost $542.38 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $39 Shares 260 Est. Cost $141.64 Unrealized +1.8%
MBB ISHARES MBS ETF 0.0%
Value ($000) $38 Shares 409 Est. Cost $93.78 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $37 Shares 270 Est. Cost $87.82 Unrealized +33.6%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $36 Shares 6,246 Est. Cost $5.82 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $96.79 Unrealized -9.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $34 Shares 277 Est. Cost $119.73 Unrealized
BOX BOX INC CL A 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $32.39 Unrealized +1.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $34 Shares 107 Est. Cost $292.46 Unrealized -4.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $34 Shares 400 Est. Cost $74.53 Unrealized -4.5%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $34 Shares 63 Est. Cost $434.21 Unrealized +10.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $34 Shares 203 Est. Cost $159.26 Unrealized +1.5%
CMA COMERICA INC COM 0.0%
Value ($000) $34 Shares 564 Est. Cost $60.33 Unrealized -10.1%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $33 Shares 232 Est. Cost $125.91 Unrealized -3.9%
BLK BLACKROCK INC COM 0.0%
Value ($000) $33 Shares 31 Est. Cost $961.85 Unrealized -3.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $32 Shares 396 Est. Cost $94.96 Unrealized -15.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $32 Shares 405 Est. Cost $78.94 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $32 Shares 220 Est. Cost $143.17 Unrealized +3.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $31 Shares 500 Est. Cost $58.35 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $30 Shares 507 Est. Cost $54.86 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $124.76 Unrealized +5.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $28 Shares 377 Est. Cost $61.25 Unrealized +8.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $28 Shares 157 Est. Cost $182.46 Unrealized -9.7%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $27 Shares 500 Est. Cost $51.18 Unrealized
KELLANOVA COM 0.0%
Value ($000) $26 Shares 331 Est. Cost $80.02 Unrealized +0.2%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $25 Shares 47 Est. Cost $431.82 Unrealized +2.1%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $80.65 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $24 Shares 344 Est. Cost $64.97 Unrealized +7.4%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $24 Shares 500 Est. Cost $55.46 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $23 Shares 398 Est. Cost $51.03 Unrealized +9.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 41 Est. Cost $557.47 Unrealized +0.8%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $23 Shares 299 Est. Cost $61.72 Unrealized
ANSYS INC COM 0.0%
Value ($000) $23 Shares 65 Est. Cost $316.55 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $23 Shares 179 Est. Cost $119.47 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $22 Shares 103 Est. Cost $173.09 Unrealized +9.1%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $22 Shares 100 Est. Cost $199.49 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $21 Shares 476 Est. Cost $37.70 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $20 Shares 130 Est. Cost $140.30 Unrealized +5.4%
HPQ HP INC COM 0.0%
Value ($000) $20 Shares 816 Est. Cost $30.36 Unrealized -18.6%
CTAS CINTAS CORP COM 0.0%
Value ($000) $20 Shares 88 Est. Cost $197.78 Unrealized +8.3%
TGT TARGET CORP COM 0.0%
Value ($000) $18 Shares 185 Est. Cost $120.21 Unrealized -22.4%
PXH INVESCO RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $17 Shares 748 Est. Cost $21.74 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $17 Shares 155 Est. Cost $100.00 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $16 Shares 21 Est. Cost $826.69 Unrealized -6.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $16 Shares 339 Est. Cost $55.48 Unrealized -14.9%
NIO NIO INC SPON ADS 0.0%
Value ($000) $16 Shares 4,565 Est. Cost $3.81 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $15 Shares 112 Est. Cost $157.12 Unrealized -13.3%
SNDK SANDISK CORP COM 0.0%
Value ($000) $15 Shares 333 Est. Cost $49.67 Unrealized -23.0%
VISN COMMSCOPE HLDG CO INC COM 0.0%
Value ($000) $15 Shares 1,800 Est. Cost $5.31 Unrealized -1.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $15 Shares 70 Est. Cost $182.23 Unrealized -4.4%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $14 Shares 889 Est. Cost $11.22 Unrealized +29.7%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 99 Est. Cost $117.49 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $14 Shares 2,026 Est. Cost $4.94 Unrealized -14.5%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $129.37 Unrealized -5.5%
SGU STAR GROUP L P UNIT LTD PARTNR 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.51 Unrealized -1.7%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 154 Est. Cost $63.53 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $11 Shares 232 Est. Cost $55.69 Unrealized -3.7%
AZO AUTOZONE INC COM 0.0%
Value ($000) $11 Shares 3 Est. Cost $3450.47 Unrealized +6.8%
SR SPIRE INC COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $78.25 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $11 Shares 163 Est. Cost $60.90 Unrealized -9.1%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $10 Shares 209 Est. Cost $48.82 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $10 Shares 33 Est. Cost $268.45 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 44 Est. Cost $166.00 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $10 Shares 305 Est. Cost $28.49 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $84.56 Unrealized -0.2%
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $9 Shares 94 Est. Cost $111.58 Unrealized -9.6%
OVV OVINTIV INC COM 0.0%
Value ($000) $9 Shares 240 Est. Cost $42.69 Unrealized -14.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $9 Shares 41 Est. Cost $223.34 Unrealized -0.1%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $77.80 Unrealized +1.8%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $8 Shares 147 Est. Cost $56.13 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $34.59 Unrealized -9.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $8 Shares 19 Est. Cost $539.78 Unrealized -22.7%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $7 Shares 113 Est. Cost $61.49 Unrealized -9.6%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $7 Shares 70 Est. Cost $78.11 Unrealized +1.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 51 Est. Cost $125.96 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $7 Shares 63 Est. Cost $81.59 Unrealized +12.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $65.78 Unrealized +2.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $309.01 Unrealized -13.9%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $6 Shares 143 Est. Cost $41.39 Unrealized +5.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $6 Shares 9 Est. Cost $590.71 Unrealized -3.2%
VIRTUS TOTAL RETURN FD INC COM 0.0%
Value ($000) $6 Shares 1,012 Est. Cost $6.23 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $6 Shares 85 Est. Cost $85.82 Unrealized -19.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $6 Shares 97 Est. Cost $55.43 Unrealized +4.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $6 Shares 19 Est. Cost $295.41 Unrealized +2.4%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $159.68 Unrealized -9.2%
AFL AFLAC INC COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $104.07 Unrealized -0.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 1 Est. Cost $4749.08 Unrealized +7.3%
AME AMETEK INC COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $179.42 Unrealized -4.6%
RPM RPM INTL INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $119.94 Unrealized -8.3%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $5 Shares 73 Est. Cost $59.72 Unrealized +17.1%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $110.56 Unrealized -4.6%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $5 Shares 9 Est. Cost $542.01 Unrealized +1.7%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $5 Shares 90 Est. Cost $49.62 Unrealized +5.8%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $5 Shares 12 Est. Cost $357.69 Unrealized +7.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $5 Shares 87 Est. Cost $54.38 Unrealized -6.5%
NNI NELNET INC CL A 0.0%
Value ($000) $5 Shares 39 Est. Cost $111.91 Unrealized -0.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $82.56 Unrealized +1.7%
AA ALCOA CORP COM 0.0%
Value ($000) $5 Shares 153 Est. Cost $26.80 Unrealized 0.0%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $260.96 Unrealized -12.4%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $87.04 Unrealized -9.5%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $648.59 Unrealized -3.1%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $132.18 Unrealized +6.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.10 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $4 Shares 67 Est. Cost $46.81 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $4 Shares 57 Est. Cost $73.28 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A 0.0%
Value ($000) $4 Shares 1,300 Est. Cost $4.02 Unrealized -18.1%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $4 Shares 170 Est. Cost $25.92 Unrealized -10.8%
PTC PTC INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $170.89 Unrealized -5.7%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.52 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $84.13 Unrealized +4.6%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $250.69 Unrealized -5.4%
PCAR PACCAR INC COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $102.95 Unrealized -12.1%
NOW SERVICENOW INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $192.75 Unrealized -2.1%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $278.09 Unrealized +4.6%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 49 Est. Cost $64.69 Unrealized
APPN APPIAN CORP CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.73 Unrealized -8.3%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $166.66 Unrealized -5.5%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $20.76 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $3 Shares 17 Est. Cost $147.02 Unrealized +2.7%
GABELLI UTIL TR COM 0.0%
Value ($000) $3 Shares 491 Est. Cost $5.80 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.0%
Value ($000) $3 Shares 273 Est. Cost $9.45 Unrealized
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $2 Shares 22 Est. Cost $109.18 Unrealized -3.8%
STT STATE STR CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $92.75 Unrealized -2.4%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $2 Shares 115 Est. Cost $21.01 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $190.90 Unrealized +0.4%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $2 Shares 450 Est. Cost $4.55 Unrealized -17.1%
FAST FASTENAL CO COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $38.48 Unrealized +4.2%
MRNA MODERNA INC COM 0.0%
Value ($000) $2 Shares 67 Est. Cost $35.49 Unrealized -25.8%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $216.97 Unrealized -11.0%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.76 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.72 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $2 Shares 2 Est. Cost $662.50 Unrealized
GABELLI MULTIMEDIA TR INC COM 0.0%
Value ($000) $1 Shares 359 Est. Cost $4.13 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 82 Est. Cost $19.93 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.15 Unrealized 0.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.18 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 20 Est. Cost $42.39 Unrealized -8.7%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.19 Unrealized +2.3%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $242.13 Unrealized -3.4%
THE ODP CORP COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $18.14 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.05 Unrealized -18.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $499.48 Unrealized -24.9%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $218.15 Unrealized -16.4%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.88 Unrealized -10.4%
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $104.37 Unrealized -14.9%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $108.24 Unrealized -25.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.71 Unrealized -12.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $189.52 Unrealized +11.0%
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $0 Shares 77 Est. Cost $7.29 Unrealized -32.6%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $25.59 Unrealized -19.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.66 Unrealized -0.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.67 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $218.39 Unrealized +5.1%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 49 Est. Cost $4.98 Unrealized -22.2%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $0 Shares 6 Est. Cost $39.90 Unrealized -14.9%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.37 Unrealized -3.2%
BNY MELLON HIGH YIELD STRATEGI SH BEN INT 0.0%
Value ($000) $0 Shares 58 Est. Cost $2.57 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.43 Unrealized -11.8%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $1.47 Unrealized +11.2%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $57.77 Unrealized -46.9%
LAZRQ LUMINAR TECHNOLOGIES INC COM NEW CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $6.05 Unrealized -37.1%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.00 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.35 Unrealized 0.0%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.12 Unrealized -61.9%