JAMISON PRIVATE WEALTH MANAGEMENT, INC. Diversified Active

CIK: 0002006637 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 17, 2024

Total Value ($000): $534,039 (100.0% shares, 0.0% debt)

Holdings (397)

UPS UNITED PARCEL SERVICE INC 5.1%
Value ($000) $27,174 Shares 172,831 Est. Cost $151.64 Unrealized -11.5%
MSFT MICROSOFT CORP 4.5%
Value ($000) $24,171 Shares 64,277 Est. Cost $324.59 Unrealized +7.9%
AAPL APPLE INC 4.2%
Value ($000) $22,328 Shares 115,971 Est. Cost $181.32 Unrealized +0.8%
VMC VULCAN MATLS CO 3.5%
Value ($000) $18,558 Shares 81,750 Est. Cost $213.74 Unrealized -2.4%
LLY ELI LILLY & CO 2.4%
Value ($000) $12,863 Shares 22,067 Est. Cost $506.78 Unrealized +13.5%
WM WASTE MGMT INC DEL 2.3%
Value ($000) $12,287 Shares 68,602 Est. Cost $156.02 Unrealized +4.1%
BX BLACKSTONE INC 2.3%
Value ($000) $12,170 Shares 92,961 Est. Cost $97.43 Unrealized +4.8%
HD HOME DEPOT INC 2.1%
Value ($000) $11,184 Shares 32,273 Est. Cost $302.97 Unrealized -3.1%
CAT CATERPILLAR INC 1.8%
Value ($000) $9,782 Shares 33,083 Est. Cost $261.47 Unrealized -3.9%
MCD MCDONALDS CORP 1.8%
Value ($000) $9,754 Shares 32,897 Est. Cost $269.51 Unrealized -4.0%
V VISA INC 1.8%
Value ($000) $9,725 Shares 37,354 Est. Cost $236.17 Unrealized +2.8%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $9,618 Shares 19,422 Est. Cost $44.77 Unrealized +3.4%
AMAT APPLIED MATLS INC 1.8%
Value ($000) $9,374 Shares 57,842 Est. Cost $140.40 Unrealized +2.7%
AMZN AMAZON COM INC 1.7%
Value ($000) $8,936 Shares 58,813 Est. Cost $134.00 Unrealized +4.6%
BAC BANK AMERICA CORP 1.6%
Value ($000) $8,608 Shares 255,659 Est. Cost $27.82 Unrealized -0.7%
SO SOUTHERN CO 1.6%
Value ($000) $8,432 Shares 120,257 Est. Cost $63.78 Unrealized -0.0%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $8,385 Shares 49,297 Est. Cost $142.31 Unrealized +1.8%
SCHW SCHWAB CHARLES CORP 1.6%
Value ($000) $8,305 Shares 120,710 Est. Cost $58.44 Unrealized -4.0%
KO COCA COLA CO 1.5%
Value ($000) $8,146 Shares 138,236 Est. Cost $55.72 Unrealized -4.4%
ABBV ABBVIE INC 1.5%
Value ($000) $7,972 Shares 51,442 Est. Cost $135.33 Unrealized +0.3%
QCOM QUALCOMM INC 1.5%
Value ($000) $7,778 Shares 53,778 Est. Cost $110.06 Unrealized +7.5%
LMT LOCKHEED MARTIN CORP 1.4%
Value ($000) $7,544 Shares 16,644 Est. Cost $415.09 Unrealized +0.6%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $6,964 Shares 44,429 Est. Cost $153.28 Unrealized -6.3%
ADP AUTOMATIC DATA PROCESSING IN 1.3%
Value ($000) $6,902 Shares 29,626 Est. Cost $231.16 Unrealized -3.9%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $6,799 Shares 46,399 Est. Cost $144.12 Unrealized -2.4%
AMGN AMGEN INC 1.2%
Value ($000) $6,660 Shares 23,124 Est. Cost $231.86 Unrealized +10.0%
GOOG ALPHABET INC 1.2%
Value ($000) $6,475 Shares 45,947 Est. Cost $129.12 Unrealized +4.3%
SCCO SOUTHERN COPPER CORP 1.2%
Value ($000) $6,423 Shares 74,628 Est. Cost $69.85 Unrealized -3.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $6,295 Shares 17,651 Est. Cost $354.77 Unrealized -1.1%
INTC INTEL CORP 1.2%
Value ($000) $6,149 Shares 122,365 Est. Cost $34.22 Unrealized +17.0%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $5,827 Shares 8,828 Est. Cost $536.09 Unrealized +7.0%
PAYX PAYCHEX INC 1.1%
Value ($000) $5,731 Shares 48,116 Est. Cost $112.19 Unrealized -1.0%
BHP BHP GROUP LTD 1.0%
Value ($000) $5,231 Shares 76,581 Est. Cost $56.88 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.9%
Value ($000) $5,054 Shares 34,288 Est. Cost $108.55 Unrealized +8.6%
AVGO BROADCOM INC 0.9%
Value ($000) $4,970 Shares 4,453 Est. Cost $83.97 Unrealized +9.8%
META META PLATFORMS INC 0.9%
Value ($000) $4,660 Shares 13,166 Est. Cost $299.21 Unrealized +8.1%
GPC GENUINE PARTS CO 0.9%
Value ($000) $4,657 Shares 33,622 Est. Cost $144.49 Unrealized -11.1%
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $4,612 Shares 47,525 Est. Cost $83.56 Unrealized +0.3%
TFC TRUIST FINL CORP 0.8%
Value ($000) $4,527 Shares 122,625 Est. Cost $27.15 Unrealized +3.9%
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $4,516 Shares 15,316 Est. Cost $118.33 Unrealized +13.0%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $4,468 Shares 44,689 Est. Cost $101.01 Unrealized -3.4%
PFE PFIZER INC 0.8%
Value ($000) $4,444 Shares 154,374 Est. Cost $30.57 Unrealized -13.6%
TSLA TESLA INC 0.8%
Value ($000) $4,389 Shares 17,663 Est. Cost $256.52 Unrealized -7.4%
NSC NORFOLK SOUTHN CORP 0.8%
Value ($000) $4,371 Shares 18,493 Est. Cost $205.00 Unrealized -2.4%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $4,252 Shares 28,508 Est. Cost $145.66 Unrealized -5.4%
BLACKROCK INC 0.8%
Value ($000) $4,222 Shares 5,200 Est. Cost $646.45 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $3,930 Shares 10,187 Est. Cost $315.37 Unrealized +0.8%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $3,451 Shares 25,646 Est. Cost $113.60 Unrealized +6.2%
WMT WALMART INC 0.6%
Value ($000) $3,425 Shares 21,724 Est. Cost $51.81 Unrealized -0.3%
CSCO CISCO SYS INC 0.6%
Value ($000) $3,367 Shares 66,650 Est. Cost $50.30 Unrealized -4.6%
DIS DISNEY WALT CO 0.6%
Value ($000) $3,358 Shares 37,193 Est. Cost $83.44 Unrealized +3.3%
IVV ISHARES TR 0.5%
Value ($000) $2,898 Shares 6,068 Est. Cost $431.87 Unrealized
BZH BEAZER HOMES USA INC 0.5%
Value ($000) $2,661 Shares 78,763 Est. Cost $28.85 Unrealized -5.2%
SJM SMUCKER J M CO 0.5%
Value ($000) $2,581 Shares 20,425 Est. Cost $129.82 Unrealized -17.7%
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,581 Shares 32,690 Est. Cost $64.57 Unrealized +1.3%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,570 Shares 50,078 Est. Cost $54.35 Unrealized -13.5%
GLW CORNING INC 0.5%
Value ($000) $2,455 Shares 80,629 Est. Cost $30.70 Unrealized -11.7%
ATO ATMOS ENERGY CORP 0.4%
Value ($000) $2,353 Shares 20,300 Est. Cost $110.00 Unrealized -3.6%
MRK MERCK & CO INC 0.4%
Value ($000) $2,323 Shares 21,307 Est. Cost $99.75 Unrealized -2.9%
FDX FEDEX CORP 0.4%
Value ($000) $2,314 Shares 9,148 Est. Cost $246.77 Unrealized -1.8%
CAH CARDINAL HEALTH INC 0.4%
Value ($000) $2,309 Shares 22,905 Est. Cost $86.70 Unrealized +10.4%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,266 Shares 27,973 Est. Cost $70.68 Unrealized +2.1%
BN BROOKFIELD CORP 0.4%
Value ($000) $2,245 Shares 55,948 Est. Cost $22.16 Unrealized +1.0%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $2,216 Shares 30,590 Est. Cost $67.21 Unrealized -4.3%
DHR DANAHER CORPORATION 0.4%
Value ($000) $2,213 Shares 9,568 Est. Cost $220.19 Unrealized -4.5%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,019 Shares 17,393 Est. Cost $107.88 Unrealized +1.7%
RTX RTX CORPORATION 0.4%
Value ($000) $1,985 Shares 23,597 Est. Cost $81.24 Unrealized -6.9%
AZN ASTRAZENECA PLC 0.4%
Value ($000) $1,891 Shares 28,081 Est. Cost $67.72 Unrealized
NVS NOVARTIS AG 0.4%
Value ($000) $1,886 Shares 18,682 Est. Cost $101.86 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.4%
Value ($000) $1,885 Shares 59,847 Est. Cost $29.40 Unrealized
EXC EXELON CORP 0.3%
Value ($000) $1,780 Shares 49,594 Est. Cost $37.21 Unrealized -4.6%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,756 Shares 6,764 Est. Cost $211.58 Unrealized +10.7%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,753 Shares 18,684 Est. Cost $85.39 Unrealized +2.2%
IUSG ISHARES TR 0.3%
Value ($000) $1,727 Shares 16,588 Est. Cost $94.83 Unrealized
MELI MERCADOLIBRE INC 0.3%
Value ($000) $1,713 Shares 1,090 Est. Cost $1271.76 Unrealized +11.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $1,677 Shares 4,137 Est. Cost $199.41 Unrealized -1.8%
NFLX NETFLIX INC 0.3%
Value ($000) $1,661 Shares 3,411 Est. Cost $42.39 Unrealized +3.0%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $1,635 Shares 20,136 Est. Cost $74.37 Unrealized -3.6%
CRM SALESFORCE INC 0.3%
Value ($000) $1,628 Shares 6,187 Est. Cost $213.47 Unrealized +4.7%
BA BOEING CO 0.3%
Value ($000) $1,626 Shares 6,238 Est. Cost $218.06 Unrealized -1.9%
SNY SANOFI 0.3%
Value ($000) $1,592 Shares 32,004 Est. Cost $53.64 Unrealized
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,454 Shares 11,389 Est. Cost $88.66 Unrealized +3.2%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,302 Shares 3,859 Est. Cost $311.95 Unrealized -4.4%
ABT ABBOTT LABS 0.2%
Value ($000) $1,225 Shares 11,130 Est. Cost $100.45 Unrealized -4.4%
NOW SERVICENOW INC 0.2%
Value ($000) $1,222 Shares 1,729 Est. Cost $114.60 Unrealized +10.0%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $1,201 Shares 2,349 Est. Cost $383.70 Unrealized +12.6%
IJR ISHARES TR 0.2%
Value ($000) $1,163 Shares 10,745 Est. Cost $94.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,160 Shares 30,765 Est. Cost $28.99 Unrealized +6.9%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,146 Shares 5,084 Est. Cost $194.20 Unrealized +2.2%
CMA COMERICA INC 0.2%
Value ($000) $1,103 Shares 19,768 Est. Cost $41.97 Unrealized -3.1%
GPN GLOBAL PMTS INC 0.2%
Value ($000) $1,097 Shares 8,641 Est. Cost $116.10 Unrealized -2.5%
O REALTY INCOME CORP 0.2%
Value ($000) $1,088 Shares 18,946 Est. Cost $50.15 Unrealized -7.3%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,076 Shares 29,084 Est. Cost $30.50 Unrealized -0.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $1,059 Shares 16,258 Est. Cost $64.57 Unrealized -7.8%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,045 Shares 39,652 Est. Cost $27.37 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $993 Shares 5,847 Est. Cost $167.15 Unrealized -8.0%
DEO DIAGEO PLC 0.2%
Value ($000) $953 Shares 6,540 Est. Cost $149.19 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $943 Shares 8,065 Est. Cost $101.44 Unrealized +13.5%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $938 Shares 15,337 Est. Cost $58.39 Unrealized -9.5%
HSY HERSHEY CO 0.2%
Value ($000) $899 Shares 4,822 Est. Cost $204.84 Unrealized -13.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $894 Shares 4,772 Est. Cost $158.88 Unrealized -1.2%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $808 Shares 5,665 Est. Cost $103.80 Unrealized +4.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $796 Shares 8,289 Est. Cost $92.46 Unrealized -0.3%
ZS ZSCALER INC 0.1%
Value ($000) $792 Shares 3,576 Est. Cost $149.95 Unrealized +23.5%
IXUS ISHARES TR 0.1%
Value ($000) $757 Shares 11,660 Est. Cost $60.54 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $745 Shares 18,471 Est. Cost $36.43 Unrealized -4.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $732 Shares 3,002 Est. Cost $258.28 Unrealized -8.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $717 Shares 11,682 Est. Cost $64.04 Unrealized -10.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $712 Shares 2,377 Est. Cost $280.01 Unrealized -1.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $707 Shares 5,060 Est. Cost $128.39 Unrealized +3.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $690 Shares 7,589 Est. Cost $83.86 Unrealized -1.0%
XYZ BLOCK INC 0.1%
Value ($000) $674 Shares 8,716 Est. Cost $61.92 Unrealized -8.7%
PHYSICIANS RLTY TR 0.1%
Value ($000) $670 Shares 50,333 Est. Cost $12.19 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $648 Shares 2,078 Est. Cost $262.23 Unrealized +0.7%
SYY SYSCO CORP 0.1%
Value ($000) $637 Shares 8,715 Est. Cost $67.04 Unrealized -3.2%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $633 Shares 32,496 Est. Cost $14.48 Unrealized +4.2%
KEY KEYCORP 0.1%
Value ($000) $630 Shares 43,756 Est. Cost $9.75 Unrealized +9.3%
VEEV VEEVA SYS INC 0.1%
Value ($000) $621 Shares 3,225 Est. Cost $201.49 Unrealized -6.5%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $615 Shares 2,858 Est. Cost $41.51 Unrealized -5.1%
SYNOVUS FINL CORP 0.1%
Value ($000) $599 Shares 15,912 Est. Cost $27.80 Unrealized
NKE NIKE INC 0.1%
Value ($000) $598 Shares 5,511 Est. Cost $98.24 Unrealized +4.8%
ADBE ADOBE INC 0.1%
Value ($000) $588 Shares 985 Est. Cost $526.01 Unrealized +9.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $586 Shares 7,613 Est. Cost $29.88 Unrealized -2.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $584 Shares 7,090 Est. Cost $77.55 Unrealized -7.9%
GSK GSK PLC 0.1%
Value ($000) $579 Shares 15,631 Est. Cost $36.25 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $572 Shares 1,204 Est. Cost $427.33 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $567 Shares 3,924 Est. Cost $181.07 Unrealized -27.0%
AFL AFLAC INC 0.1%
Value ($000) $554 Shares 6,713 Est. Cost $70.52 Unrealized +9.2%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $530 Shares 15,037 Est. Cost $29.54 Unrealized +13.3%
OZK BANK OZK LITTLE ROCK ARK 0.1%
Value ($000) $524 Shares 10,523 Est. Cost $36.82 Unrealized +2.7%
FAST FASTENAL CO 0.1%
Value ($000) $512 Shares 7,905 Est. Cost $26.81 Unrealized +7.0%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $485 Shares 18,549 Est. Cost $28.11 Unrealized -12.7%
EIX EDISON INTL 0.1%
Value ($000) $481 Shares 6,732 Est. Cost $62.18 Unrealized -4.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $463 Shares 1,059 Est. Cost $392.69 Unrealized
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $446 Shares 43,551 Est. Cost $11.34 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $438 Shares 1,968 Est. Cost $212.25 Unrealized -8.3%
MMM 3M CO 0.1%
Value ($000) $427 Shares 3,908 Est. Cost $79.56 Unrealized -5.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $408 Shares 4,332 Est. Cost $86.18 Unrealized -2.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $401 Shares 3,302 Est. Cost $117.75 Unrealized -5.6%
BROS DUTCH BROS INC 0.1%
Value ($000) $392 Shares 12,387 Est. Cost $28.49 Unrealized -4.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $388 Shares 737 Est. Cost $471.45 Unrealized +8.5%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $373 Shares 1,462 Est. Cost $160.83 Unrealized +30.2%
CLX CLOROX CO DEL 0.1%
Value ($000) $371 Shares 2,605 Est. Cost $139.91 Unrealized -11.3%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $370 Shares 10,243 Est. Cost $30.68 Unrealized +4.2%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $364 Shares 5,813 Est. Cost $51.65 Unrealized +6.5%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $352 Shares 3,558 Est. Cost $79.57 Unrealized -3.7%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $351 Shares 9,348 Est. Cost $30.11 Unrealized +5.5%
RYN RAYONIER INC 0.1%
Value ($000) $349 Shares 10,437 Est. Cost $28.46 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $345 Shares 2,023 Est. Cost $155.39 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $338 Shares 1,109 Est. Cost $253.67 Unrealized -4.3%
AUBN AUBURN NATL BANCORP 0.1%
Value ($000) $289 Shares 13,558 Est. Cost $19.31 Unrealized -2.8%
FTV FORTIVE CORP 0.1%
Value ($000) $276 Shares 3,753 Est. Cost $56.92 Unrealized -8.2%
SHEL SHELL PLC 0.1%
Value ($000) $270 Shares 4,105 Est. Cost $64.40 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $263 Shares 4,730 Est. Cost $49.85 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $254 Shares 3,043 Est. Cost $97.14 Unrealized -19.1%
C CITIGROUP INC 0.0%
Value ($000) $242 Shares 4,713 Est. Cost $40.46 Unrealized +2.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $237 Shares 1,729 Est. Cost $124.31 Unrealized +5.2%
PFF ISHARES TR 0.0%
Value ($000) $234 Shares 7,511 Est. Cost $30.15 Unrealized
M MACYS INC 0.0%
Value ($000) $225 Shares 11,162 Est. Cost $14.01 Unrealized +3.3%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $223 Shares 924 Est. Cost $221.93 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $215 Shares 4,979 Est. Cost $35.80 Unrealized +16.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $213 Shares 8,171 Est. Cost $22.24 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $212 Shares 280 Est. Cost $663.18 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $210 Shares 2,990 Est. Cost $57.97 Unrealized +4.1%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $203 Shares 13,348 Est. Cost $15.18 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $201 Shares 1,848 Est. Cost $93.75 Unrealized -3.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $200 Shares 2,588 Est. Cost $72.48 Unrealized -3.7%
PPG PPG INDS INC 0.0%
Value ($000) $199 Shares 1,333 Est. Cost $133.03 Unrealized -3.1%
VLTO VERALTO CORP 0.0%
Value ($000) $193 Shares 2,345 Est. Cost $73.75 Unrealized 0.0%
IEMG ISHARES INC 0.0%
Value ($000) $189 Shares 3,728 Est. Cost $47.59 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $187 Shares 16,327 Est. Cost $10.95 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $185 Shares 1,362 Est. Cost $138.06 Unrealized -6.6%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $183 Shares 3,765 Est. Cost $42.30 Unrealized -6.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $178 Shares 679 Est. Cost $230.07 Unrealized -1.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $175 Shares 7,446 Est. Cost $22.90 Unrealized -17.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $171 Shares 1,043 Est. Cost $131.75 Unrealized +7.4%
IJH ISHARES TR 0.0%
Value ($000) $169 Shares 610 Est. Cost $256.39 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $166 Shares 1,246 Est. Cost $103.33 Unrealized +7.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $164 Shares 2,110 Est. Cost $60.59 Unrealized +5.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $162 Shares 520 Est. Cost $272.24 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $155 Shares 8,000 Est. Cost $16.95 Unrealized -11.2%
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $155 Shares 842 Est. Cost $163.43 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $154 Shares 3,088 Est. Cost $41.54 Unrealized +0.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $152 Shares 983 Est. Cost $115.08 Unrealized +4.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $150 Shares 2,444 Est. Cost $45.68 Unrealized +14.5%
KRE SPDR SER TR 0.0%
Value ($000) $144 Shares 2,744 Est. Cost $42.88 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $138 Shares 721 Est. Cost $171.45 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $131 Shares 1,230 Est. Cost $83.49 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $130 Shares 1,266 Est. Cost $78.94 Unrealized +5.6%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $128 Shares 1,684 Est. Cost $70.76 Unrealized
SBSI SOUTHSIDE BANCSHARES INC 0.0%
Value ($000) $127 Shares 4,042 Est. Cost $29.78 Unrealized -2.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $127 Shares 601 Est. Cost $175.00 Unrealized +2.8%
BLACKROCK ENHANCD CAP & INM 0.0%
Value ($000) $125 Shares 6,572 Est. Cost $18.66 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $125 Shares 1,063 Est. Cost $107.69 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $123 Shares 1,702 Est. Cost $74.59 Unrealized -9.1%
DE DEERE & CO 0.0%
Value ($000) $121 Shares 302 Est. Cost $397.95 Unrealized -8.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $120 Shares 2,002 Est. Cost $59.71 Unrealized -1.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $119 Shares 135 Est. Cost $781.58 Unrealized +4.8%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $118 Shares 537 Est. Cost $194.77 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $118 Shares 15,314 Est. Cost $7.61 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $109 Shares 3,558 Est. Cost $33.16 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $106 Shares 2,249 Est. Cost $44.04 Unrealized -8.8%
WDAY WORKDAY INC 0.0%
Value ($000) $103 Shares 372 Est. Cost $231.89 Unrealized +2.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $97 Shares 2,055 Est. Cost $41.66 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $95 Shares 1,926 Est. Cost $42.95 Unrealized +3.6%
BIIB BIOGEN INC 0.0%
Value ($000) $94 Shares 365 Est. Cost $267.47 Unrealized -8.2%
TER TERADYNE INC 0.0%
Value ($000) $93 Shares 861 Est. Cost $104.39 Unrealized -10.0%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $88 Shares 4,299 Est. Cost $15.20 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $88 Shares 251 Est. Cost $304.36 Unrealized +2.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $86 Shares 1,957 Est. Cost $41.49 Unrealized -3.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $81 Shares 605 Est. Cost $109.48 Unrealized -3.5%
BKH BLACK HILLS CORP 0.0%
Value ($000) $80 Shares 1,487 Est. Cost $50.50 Unrealized -8.6%
TGT TARGET CORP 0.0%
Value ($000) $80 Shares 562 Est. Cost $116.39 Unrealized -2.9%
CMI CUMMINS INC 0.0%
Value ($000) $79 Shares 329 Est. Cost $224.32 Unrealized -3.3%
EQT EQT CORP 0.0%
Value ($000) $79 Shares 2,033 Est. Cost $39.98 Unrealized -1.7%
PSK SPDR SER TR 0.0%
Value ($000) $77 Shares 2,287 Est. Cost $32.46 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $76 Shares 171 Est. Cost $352.69 Unrealized +10.8%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $76 Shares 914 Est. Cost $82.97 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $73 Shares 179 Est. Cost $379.62 Unrealized -0.1%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $70 Shares 1,256 Est. Cost $51.93 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $69 Shares 163 Est. Cost $396.22 Unrealized +0.2%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $68 Shares 974 Est. Cost $55.83 Unrealized -6.1%
AIZ ASSURANT INC 0.0%
Value ($000) $68 Shares 405 Est. Cost $153.72 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $66 Shares 276 Est. Cost $189.84 Unrealized +3.4%
TTD THE TRADE DESK INC 0.0%
Value ($000) $64 Shares 895 Est. Cost $80.85 Unrealized -9.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $64 Shares 232 Est. Cost $268.04 Unrealized -3.3%
MS MORGAN STANLEY 0.0%
Value ($000) $62 Shares 661 Est. Cost $77.71 Unrealized -3.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $61 Shares 1,437 Est. Cost $39.01 Unrealized -8.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $61 Shares 583 Est. Cost $86.90 Unrealized
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $59 Shares 2,346 Est. Cost $31.63 Unrealized -20.2%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $59 Shares 1,665 Est. Cost $35.34 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $58 Shares 2,739 Est. Cost $17.25 Unrealized -1.4%
ARKW ARK ETF TR 0.0%
Value ($000) $58 Shares 765 Est. Cost $54.16 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $57 Shares 115 Est. Cost $436.08 Unrealized +2.1%
HDV ISHARES TR 0.0%
Value ($000) $53 Shares 521 Est. Cost $98.98 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $50 Shares 223 Est. Cost $229.55 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $49 Shares 1,645 Est. Cost $23.58 Unrealized -6.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $48 Shares 21 Est. Cost $38.99 Unrealized +6.7%
BBUC BROOKFIELD BUSINESS CORP 0.0%
Value ($000) $47 Shares 2,028 Est. Cost $18.76 Unrealized -6.2%
ADC AGREE RLTY CORP 0.0%
Value ($000) $47 Shares 741 Est. Cost $59.01 Unrealized
FIGS FIGS INC 0.0%
Value ($000) $46 Shares 6,681 Est. Cost $6.65 Unrealized -0.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $46 Shares 572 Est. Cost $70.87 Unrealized +1.2%
GRMN GARMIN LTD 0.0%
Value ($000) $43 Shares 332 Est. Cost $100.55 Unrealized +11.0%
KELLANOVA 0.0%
Value ($000) $40 Shares 723 Est. Cost $54.90 Unrealized -11.1%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $40 Shares 1,070 Est. Cost $34.00 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $39 Shares 198 Est. Cost $162.82 Unrealized +3.8%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $39 Shares 530 Est. Cost $71.08 Unrealized -13.7%
BLACKROCK FLOATING RATE INC 0.0%
Value ($000) $37 Shares 3,015 Est. Cost $12.07 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $37 Shares 374 Est. Cost $111.55 Unrealized -24.6%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $36 Shares 400 Est. Cost $75.36 Unrealized -2.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $35 Shares 291 Est. Cost $124.17 Unrealized -11.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $35 Shares 248 Est. Cost $133.96 Unrealized -11.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $35 Shares 411 Est. Cost $66.28 Unrealized +11.1%
GLOB GLOBANT S A 0.0%
Value ($000) $33 Shares 138 Est. Cost $187.33 Unrealized +9.0%
CSX CSX CORP 0.0%
Value ($000) $32 Shares 930 Est. Cost $30.58 Unrealized +0.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $64.04 Unrealized -10.8%
COR CENCORA INC 0.0%
Value ($000) $29 Shares 143 Est. Cost $180.98 Unrealized +5.9%
ORCL ORACLE CORP 0.0%
Value ($000) $29 Shares 274 Est. Cost $112.78 Unrealized -5.4%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $28 Shares 298 Est. Cost $81.05 Unrealized +5.6%
RACE FERRARI N V 0.0%
Value ($000) $27 Shares 81 Est. Cost $333.89 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $27 Shares 426 Est. Cost $51.69 Unrealized -5.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $27 Shares 207 Est. Cost $98.44 Unrealized +1.8%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $27 Shares 558 Est. Cost $45.07 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $26 Shares 1,762 Est. Cost $14.06 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $25 Shares 1,309 Est. Cost $18.83 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $25 Shares 334 Est. Cost $62.32 Unrealized +0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $249.26 Unrealized -8.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $23 Shares 108 Est. Cost $167.65 Unrealized +4.5%
MPLX MPLX LP 0.0%
Value ($000) $23 Shares 629 Est. Cost $35.57 Unrealized
BLACKROCK ENHANCED GLOBAL DI 0.0%
Value ($000) $23 Shares 2,317 Est. Cost $9.44 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $22 Shares 252 Est. Cost $75.91 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $21 Shares 212 Est. Cost $44.99 Unrealized +0.9%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $21 Shares 2,159 Est. Cost $12.72 Unrealized -33.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $21 Shares 56 Est. Cost $330.58 Unrealized +0.9%
BDN BRANDYWINE RLTY TR 0.0%
Value ($000) $20 Shares 3,778 Est. Cost $4.57 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $20 Shares 209 Est. Cost $93.12 Unrealized -4.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $20 Shares 325 Est. Cost $58.53 Unrealized -8.4%
JUNIPER NETWORKS INC 0.0%
Value ($000) $19 Shares 649 Est. Cost $27.79 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $19 Shares 80 Est. Cost $183.93 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $18 Shares 89 Est. Cost $299.32 Unrealized -30.5%
LUCK BOWLERO CORP 0.0%
Value ($000) $18 Shares 1,259 Est. Cost $10.46 Unrealized -0.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $17 Shares 423 Est. Cost $42.32 Unrealized -16.3%
DHI D R HORTON INC 0.0%
Value ($000) $16 Shares 108 Est. Cost $116.99 Unrealized +3.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $16 Shares 319 Est. Cost $55.11 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $16 Shares 150 Est. Cost $90.94 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $15 Shares 758 Est. Cost $15.96 Unrealized 0.0%
DOUBLELINE YIELD OPPORTUNITI 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $14.73 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $15 Shares 98 Est. Cost $137.83 Unrealized -1.6%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $15 Shares 706 Est. Cost $18.54 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $14 Shares 182 Est. Cost $69.04 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $13 Shares 130 Est. Cost $84.29 Unrealized +2.8%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $13 Shares 105 Est. Cost $109.52 Unrealized +8.8%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $13 Shares 410 Est. Cost $30.36 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $12 Shares 41 Est. Cost $264.17 Unrealized
RVTY REVVITY INC 0.0%
Value ($000) $12 Shares 111 Est. Cost $116.79 Unrealized -17.9%
FTNT FORTINET INC 0.0%
Value ($000) $12 Shares 205 Est. Cost $66.20 Unrealized -16.5%
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value ($000) $12 Shares 1,438 Est. Cost $6.01 Unrealized 0.0%
FNV FRANCO NEV CORP 0.0%
Value ($000) $11 Shares 100 Est. Cost $138.25 Unrealized -13.7%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $11 Shares 111 Est. Cost $84.15 Unrealized -4.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $11 Shares 120 Est. Cost $78.72 Unrealized -2.2%
BRIDGE INVT GROUP HLDGS INC 0.0%
Value ($000) $11 Shares 1,099 Est. Cost $9.22 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $11 Shares 53 Est. Cost $176.75 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $11 Shares 61 Est. Cost $84.28 Unrealized +29.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $10 Shares 133 Est. Cost $80.36 Unrealized -13.4%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $10 Shares 74 Est. Cost $141.34 Unrealized -18.0%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $10 Shares 95 Est. Cost $78.13 Unrealized
UNILEVER PLC 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.40 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $10 Shares 34 Est. Cost $284.26 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $10 Shares 195 Est. Cost $40.69 Unrealized +0.8%
LIN LINDE PLC 0.0%
Value ($000) $9 Shares 23 Est. Cost $369.03 Unrealized +4.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $9 Shares 48 Est. Cost $152.31 Unrealized +14.6%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $9 Shares 259 Est. Cost $33.53 Unrealized -3.1%
CWB SPDR SER TR 0.0%
Value ($000) $9 Shares 122 Est. Cost $67.80 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 37 Est. Cost $215.64 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $9 Shares 35 Est. Cost $206.15 Unrealized +1.5%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $156.28 Unrealized -4.7%
MTN VAIL RESORTS INC 0.0%
Value ($000) $8 Shares 38 Est. Cost $237.32 Unrealized -7.7%
SVC SERVICE PPTYS TR 0.0%
Value ($000) $8 Shares 933 Est. Cost $8.54 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $8 Shares 230 Est. Cost $24.49 Unrealized +4.3%
HUBS HUBSPOT INC 0.0%
Value ($000) $8 Shares 13 Est. Cost $522.44 Unrealized -7.9%
RBLX ROBLOX CORP 0.0%
Value ($000) $7 Shares 164 Est. Cost $33.23 Unrealized +11.2%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $7 Shares 56 Est. Cost $119.19 Unrealized -8.0%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $7 Shares 531 Est. Cost $12.49 Unrealized +10.2%
LUCID GROUP INC 0.0%
Value ($000) $7 Shares 1,692 Est. Cost $5.59 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $76.56 Unrealized
SAM BOSTON BEER INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $350.39 Unrealized +0.1%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $7 Shares 445 Est. Cost $13.77 Unrealized -12.4%
UP WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $7 Shares 1,990 Est. Cost $2.01 Unrealized -3.9%
EXCHANGE LISTED FDS TR 0.0%
Value ($000) $6 Shares 303 Est. Cost $20.48 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $6 Shares 282 Est. Cost $18.40 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $6 Shares 37 Est. Cost $144.29 Unrealized +4.9%
CUK CARNIVAL PLC 0.0%
Value ($000) $6 Shares 317 Est. Cost $13.72 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $392.65 Unrealized +1.8%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 575 Est. Cost $8.79 Unrealized -9.6%
HESS CORP 0.0%
Value ($000) $6 Shares 39 Est. Cost $152.54 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $121.22 Unrealized -4.6%
NUE NUCOR CORP 0.0%
Value ($000) $6 Shares 32 Est. Cost $159.50 Unrealized -3.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $161.00 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $5 Shares 87 Est. Cost $60.09 Unrealized -6.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $5 Shares 65 Est. Cost $86.75 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $5 Shares 39 Est. Cost $101.97 Unrealized -6.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $436.66 Unrealized +2.3%
MONOGRAM ORTHOPAEDICS INC 0.0%
Value ($000) $5 Shares 1,396 Est. Cost $3.44 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $169.52 Unrealized -4.7%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $4 Shares 92 Est. Cost $32.58 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $4 Shares 641 Est. Cost $8.14 Unrealized -22.6%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $4 Shares 320 Est. Cost $11.90 Unrealized +9.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 250 Est. Cost $17.81 Unrealized 0.0%
LAND GLADSTONE LD CORP 0.0%
Value ($000) $4 Shares 294 Est. Cost $14.23 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $4 Shares 104 Est. Cost $37.92 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $385.89 Unrealized +0.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $55.18 Unrealized +0.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $482.70 Unrealized +5.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $173.86 Unrealized -0.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $158.88 Unrealized -8.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $3 Shares 38 Est. Cost $111.18 Unrealized -0.7%
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 60 Est. Cost $58.29 Unrealized -9.9%
BDL FLANIGANS ENTERPRISES INC 0.0%
Value ($000) $3 Shares 120 Est. Cost $29.91 Unrealized -11.6%
DASH DOORDASH INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $81.41 Unrealized +8.8%
ROKU ROKU INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $77.44 Unrealized +8.0%
RKT ROCKET COS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.57 Unrealized -5.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $3 Shares 17 Est. Cost $143.94 Unrealized +3.7%
FIVN FIVE9 INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $74.83 Unrealized -6.9%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 5 Est. Cost $427.80 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $2 Shares 180 Est. Cost $13.14 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 285 Est. Cost $8.33 Unrealized
RXT RACKSPACE TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 1,096 Est. Cost $2.27 Unrealized -33.4%
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.95 Unrealized -4.9%
LRN STRIDE INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $40.67 Unrealized +34.6%
PLUG PLUG POWER INC 0.0%
Value ($000) $2 Shares 418 Est. Cost $9.77 Unrealized -46.3%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.41 Unrealized -21.9%
COLM COLUMBIA SPORTSWEAR CO 0.0%
Value ($000) $2 Shares 23 Est. Cost $71.45 Unrealized +2.8%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $2 Shares 22 Est. Cost $68.77 Unrealized +0.0%
CHWY CHEWY INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $28.60 Unrealized -31.1%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $2 Shares 280 Est. Cost $7.11 Unrealized -24.3%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $2 Shares 683 Est. Cost $4.97 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 71 Est. Cost $23.30 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 121 Est. Cost $11.09 Unrealized -13.2%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $62.97 Unrealized -13.6%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 188 Est. Cost $6.20 Unrealized -20.3%
GAU GALIANO GOLD INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.62 Unrealized -0.1%
WAB WABTEC 0.0%
Value ($000) $1 Shares 6 Est. Cost $110.02 Unrealized +1.5%
WW INTL INC 0.0%
Value ($000) $1 Shares 81 Est. Cost $11.07 Unrealized
CRD/B CRAWFORD & CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $8.24 Unrealized +9.2%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $15.52 Unrealized -19.1%
VFC V F CORP 0.0%
Value ($000) $0 Shares 27 Est. Cost $18.97 Unrealized -9.5%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 5 Est. Cost $76.08 Unrealized
MATTERPORT INC 0.0%
Value ($000) $0 Shares 109 Est. Cost $2.17 Unrealized
MVIS MICROVISION INC DEL 0.0%
Value ($000) $0 Shares 107 Est. Cost $3.05 Unrealized -24.8%
INCR INTERCURE LTD 0.0%
Value ($000) $0 Shares 201 Est. Cost $1.60 Unrealized -23.6%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.56 Unrealized -22.2%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $7.40 Unrealized
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.57 Unrealized +4.8%
LYFT LYFT INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $11.14 Unrealized +4.5%
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 16 Est. Cost $6.69 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $2.41 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $6.89 Unrealized +5.0%