Bear Mountain Capital, Inc. Diversified Active

CIK: 0002009419 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 2, 2025

Total Value ($000): $258,660 (100.0% shares, 0.0% debt)

Holdings (344)

VO VANGUARD MID CAP 14.7%
Value ($000) $37,919 Shares 148,011 Est. Cost $228.92 Unrealized
VOO VANGUARD S&P 500 ETF 11.1%
Value ($000) $28,791 Shares 56,509 Est. Cost $440.50 Unrealized
MUB ISHARES AMT-FREE MUNI BOND ETF 9.2%
Value ($000) $23,874 Shares 228,724 Est. Cost $107.96 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 8.2%
Value ($000) $21,083 Shares 316,174 Est. Cost $60.03 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 8.1%
Value ($000) $21,032 Shares 397,199 Est. Cost $47.09 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 7.8%
Value ($000) $20,279 Shares 256,245 Est. Cost $77.46 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 6.0%
Value ($000) $15,530 Shares 211,147 Est. Cost $72.97 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 5.5%
Value ($000) $14,125 Shares 312,849 Est. Cost $39.89 Unrealized
VB VANGUARD SMALL CAP ETF 3.8%
Value ($000) $9,748 Shares 44,968 Est. Cost $206.35 Unrealized
VNQ VANGUARD REAL ESTATE ETF 3.5%
Value ($000) $9,037 Shares 102,667 Est. Cost $86.55 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 2.7%
Value ($000) $6,910 Shares 139,803 Est. Cost $48.92 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.8%
Value ($000) $4,527 Shares 8,128 Est. Cost $477.30 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 1.6%
Value ($000) $4,163 Shares 36,392 Est. Cost $100.74 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.5%
Value ($000) $3,764 Shares 13,803 Est. Cost $236.94 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 1.5%
Value ($000) $3,751 Shares 149,667 Est. Cost $24.54 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 1.2%
Value ($000) $2,975 Shares 62,667 Est. Cost $47.19 Unrealized
AMZN AMAZON.COM INC 1.1%
Value ($000) $2,854 Shares 15,230 Est. Cost $158.23 Unrealized +37.1%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 1.1%
Value ($000) $2,813 Shares 23,376 Est. Cost $111.41 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 1.0%
Value ($000) $2,543 Shares 41,927 Est. Cost $54.19 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 1.0%
Value ($000) $2,525 Shares 8,296 Est. Cost $261.46 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.9%
Value ($000) $2,261 Shares 53,007 Est. Cost $40.76 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.6%
Value ($000) $1,672 Shares 47,727 Est. Cost $30.69 Unrealized
MSFT MICROSOFT 0.5%
Value ($000) $1,260 Shares 3,199 Est. Cost $366.66 Unrealized +10.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $1,138 Shares 14,439 Est. Cost $69.44 Unrealized
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $1,080 Shares 9,906 Est. Cost $94.87 Unrealized +33.6%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $1,068 Shares 1,926 Est. Cost $474.93 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $1,054 Shares 2,019 Est. Cost $494.84 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $1,012 Shares 23,192 Est. Cost $38.72 Unrealized
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $989 Shares 998 Est. Cost $752.93 Unrealized +28.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.4%
Value ($000) $966 Shares 19,713 Est. Cost $49.14 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.4%
Value ($000) $960 Shares 18,284 Est. Cost $51.30 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.4%
Value ($000) $939 Shares 18,513 Est. Cost $49.57 Unrealized
NFLX NETFLIX COM INC 0.3%
Value ($000) $702 Shares 624 Est. Cost $93.12 Unrealized +2.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $571 Shares 6,784 Est. Cost $76.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $363 Shares 679 Est. Cost $352.79 Unrealized +37.8%
AAPL APPLE INC 0.1%
Value ($000) $351 Shares 1,664 Est. Cost $191.92 Unrealized +20.2%
NTES NETEASE INC SPONSORED ADS 0.1%
Value ($000) $194 Shares 1,823 Est. Cost $106.33 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $186 Shares 1,149 Est. Cost $135.59 Unrealized +34.6%
IYR ISHARES US REAL ESTATE ETF 0.1%
Value ($000) $173 Shares 1,848 Est. Cost $90.10 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $151 Shares 832 Est. Cost $162.92 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.1%
Value ($000) $150 Shares 5,749 Est. Cost $26.15 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $147 Shares 400 Est. Cost $305.14 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $133 Shares 1,200 Est. Cost $84.21 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $123 Shares 222 Est. Cost $614.26 Unrealized +4.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $119 Shares 401 Est. Cost $222.04 Unrealized +33.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $117 Shares 1,009 Est. Cost $55.23 Unrealized +59.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $108 Shares 352 Est. Cost $253.22 Unrealized +39.0%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $101 Shares 883 Est. Cost $110.26 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $100 Shares 1,207 Est. Cost $77.80 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $89 Shares 1,076 Est. Cost $82.09 Unrealized
NUEM NUVEEN ESG EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $81 Shares 2,774 Est. Cost $25.68 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $78 Shares 267 Est. Cost $214.32 Unrealized +55.5%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $77 Shares 1,240 Est. Cost $54.64 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $77 Shares 370 Est. Cost $161.55 Unrealized +29.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $63 Shares 745 Est. Cost $95.55 Unrealized +5.7%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $62 Shares 890 Est. Cost $52.84 Unrealized +28.2%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $61 Shares 221 Est. Cost $203.15 Unrealized +38.6%
BA BOEING CO COM 0.0%
Value ($000) $59 Shares 322 Est. Cost $212.98 Unrealized -18.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $58 Shares 107 Est. Cost $406.59 Unrealized +33.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $56 Shares 221 Est. Cost $241.25 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $56 Shares 383 Est. Cost $146.87 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $55 Shares 460 Est. Cost $69.46 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $54 Shares 533 Est. Cost $103.33 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $54 Shares 1,046 Est. Cost $56.59 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $53 Shares 217 Est. Cost $152.22 Unrealized +64.8%
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $49 Shares 103 Est. Cost $409.52 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $49 Shares 129 Est. Cost $378.75 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $47 Shares 283 Est. Cost $166.26 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $43 Shares 508 Est. Cost $73.81 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $40 Shares 525 Est. Cost $71.42 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $40 Shares 314 Est. Cost $78.60 Unrealized +58.7%
INTC INTEL CORP COM 0.0%
Value ($000) $38 Shares 1,874 Est. Cost $26.74 Unrealized -18.2%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $38 Shares 2,861 Est. Cost $13.47 Unrealized -6.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $34 Shares 350 Est. Cost $129.88 Unrealized -14.4%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $34 Shares 523 Est. Cost $62.65 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $33 Shares 122 Est. Cost $234.24 Unrealized +9.2%
WMT WALMART INC COM 0.0%
Value ($000) $32 Shares 337 Est. Cost $76.02 Unrealized +22.3%
AGG ISHARES AGGREGATE BOND ETF 0.0%
Value ($000) $31 Shares 313 Est. Cost $98.36 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $28 Shares 83 Est. Cost $326.47 Unrealized
BOX BOX INC CL A 0.0%
Value ($000) $27 Shares 867 Est. Cost $25.28 Unrealized +28.1%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $24 Shares 157 Est. Cost $150.70 Unrealized +1.2%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $250.69 Unrealized 0.0%
IVT INLAND AMERICAN REIT 0.0%
Value ($000) $23 Shares 816 Est. Cost $25.10 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $21 Shares 148 Est. Cost $137.80 Unrealized +9.2%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $18 Shares 58 Est. Cost $258.68 Unrealized +13.2%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $17 Shares 151 Est. Cost $115.18 Unrealized
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $16 Shares 126 Est. Cost $129.06 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $16 Shares 224 Est. Cost $42.39 Unrealized +46.9%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $14 Shares 240 Est. Cost $58.43 Unrealized
RC READY CAPITAL CORP COM 0.0%
Value ($000) $14 Shares 3,112 Est. Cost $9.79 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $13 Shares 163 Est. Cost $56.12 Unrealized +38.4%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $13 Shares 101 Est. Cost $130.49 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $12 Shares 190 Est. Cost $63.14 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $12 Shares 222 Est. Cost $53.72 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $11 Shares 58 Est. Cost $178.83 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $11 Shares 76 Est. Cost $130.73 Unrealized +2.9%
CROX CROCS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $103.63 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $103.45 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $47.69 Unrealized +50.8%
KO COCA COLA CO COM 0.0%
Value ($000) $9 Shares 127 Est. Cost $55.57 Unrealized +16.9%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $9 Shares 158 Est. Cost $46.75 Unrealized +15.5%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $9 Shares 195 Est. Cost $35.66 Unrealized +84.1%
MRK MERCK & CO INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.12 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $8 Shares 75 Est. Cost $150.08 Unrealized
HD HOME DEPOT 0.0%
Value ($000) $8 Shares 21 Est. Cost $380.72 Unrealized 0.0%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.38 Unrealized +74.3%
AMGN AMGEN INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $264.10 Unrealized +8.8%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $7 Shares 36 Est. Cost $146.50 Unrealized +33.6%
ABBV ABBVIE INC COM 0.0%
Value ($000) $7 Shares 36 Est. Cost $169.11 Unrealized +12.0%
FIRST FINL NORTHWESTINC COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $20.73 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $107.21 Unrealized 0.0%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $6 Shares 235 Est. Cost $34.56 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.10 Unrealized -22.3%
PFE PFIZER INC COM 0.0%
Value ($000) $6 Shares 238 Est. Cost $24.72 Unrealized -0.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $6 Shares 86 Est. Cost $65.51 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.75 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $5 Shares 102 Est. Cost $61.57 Unrealized -11.7%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $5 Shares 50 Est. Cost $63.86 Unrealized +70.6%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $5 Shares 74 Est. Cost $42.83 Unrealized +72.6%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $5 Shares 69 Est. Cost $36.95 Unrealized +70.1%
TGT TARGET CORP COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $113.03 Unrealized +6.4%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $252.23 Unrealized 0.0%
WLYB WILEY JOHN & SONS INC CL B 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.06 Unrealized 0.0%
PHAT PHATHOM PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $9.96 Unrealized -39.1%
GOOGL GOOGLE INC 0.0%
Value ($000) $4 Shares 27 Est. Cost $179.48 Unrealized +0.7%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $286.91 Unrealized +1.9%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $86.64 Unrealized +22.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $427.71 Unrealized -14.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 70 Est. Cost $48.26 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $4 Shares 172 Est. Cost $36.09 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $162.45 Unrealized +34.4%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.63 Unrealized -2.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $182.87 Unrealized +14.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.56 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $192.75 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $256.23 Unrealized +35.9%
VV VANGUARD LARGE CAP 0.0%
Value ($000) $3 Shares 10 Est. Cost $218.22 Unrealized
T AT&T INC COM 0.0%
Value ($000) $2 Shares 91 Est. Cost $19.79 Unrealized +23.0%
LWAY LIFEWAY FOODS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.47 Unrealized 0.0%
PATH UIPATH INC CL A 0.0%
Value ($000) $2 Shares 198 Est. Cost $12.24 Unrealized +5.1%
F FORD MOTOR COMPANY 0.0%
Value ($000) $2 Shares 230 Est. Cost $9.41 Unrealized -1.8%
AI C3 AI INC CL A 0.0%
Value ($000) $2 Shares 96 Est. Cost $25.41 Unrealized +11.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $82.46 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $2 Shares 5 Est. Cost $499.48 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $336.32 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $235.58 Unrealized 0.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $48.95 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $2 Shares 98 Est. Cost $22.59 Unrealized -3.9%
COLOMBIER ACQUISITION CORP II COM SHS CL A 0.0%
Value ($000) $2 Shares 150 Est. Cost $10.98 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $2 Shares 6 Est. Cost $353.86 Unrealized -1.2%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $826.69 Unrealized 0.0%
NORDSTROM INC COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $20.51 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $733.71 Unrealized +20.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $120.10 Unrealized 0.0%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.30 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $2 Shares 28 Est. Cost $102.99 Unrealized -30.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $75.71 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $170.67 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $158.19 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $243.03 Unrealized 0.0%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 120 Est. Cost $13.17 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $461.52 Unrealized 0.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $310.56 Unrealized -0.5%
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $61.67 Unrealized +22.3%
BOEING CO DEP CONV PFD A 0.0%
Value ($000) $1 Shares 20 Est. Cost $61.15 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $43.62 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $239.40 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $648.59 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $171.00 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $212.56 Unrealized +2.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $162.09 Unrealized 0.0%
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value ($000) $1 Shares 318 Est. Cost $1.48 Unrealized +222.2%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $151.84 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $186.79 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.93 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.13 Unrealized +20.5%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $140.30 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.53 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $77.71 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $553.02 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $35.04 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $183.33 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $57.99 Unrealized 0.0%
MMM 3M CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $144.58 Unrealized 0.0%
BLK BLACKROCK INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $961.85 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $1 Shares 23 Est. Cost $44.20 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.93 Unrealized 0.0%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 52 Est. Cost $15.83 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $136.88 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $73.70 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $539.78 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $118.79 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.78 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $394.28 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.59 Unrealized 0.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $126.73 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $166.88 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $1 Shares 12 Est. Cost $79.14 Unrealized +8.4%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $245.41 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.12 Unrealized 0.0%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $317.51 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.31 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $43.26 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $1 Shares 21 Est. Cost $39.90 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $26.70 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.10 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $52.58 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $42.69 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $242.06 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $239.35 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.44 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $82.56 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $96.69 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $169.70 Unrealized 0.0%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $682.18 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $132.76 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.96 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $81.16 Unrealized 0.0%
PRCH PORCH GROUP INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $1.41 Unrealized +285.6%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.43 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $585.29 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.89 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $1 Shares 5 Est. Cost $125.91 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $143.17 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $346.08 Unrealized 0.0%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $288.64 Unrealized 0.0%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $344.61 Unrealized 0.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $188.06 Unrealized 0.0%
DBX DROPBOX INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $27.77 Unrealized +4.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.18 Unrealized 0.0%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $1 Shares 4 Est. Cost $161.57 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $590.71 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $61.25 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.04 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $245.29 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $1 Shares 13 Est. Cost $49.71 Unrealized +17.9%
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $284.41 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $29.16 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $194.68 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.96 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $136.99 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $133.50 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $101.38 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $16.04 Unrealized +50.1%
VST VISTRA CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.62 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $249.55 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.48 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $274.46 Unrealized 0.0%
GAP GAP INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $15.11 Unrealized +44.2%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $112.93 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $507.58 Unrealized 0.0%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $132.56 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $448.29 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $255.22 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $205.35 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $470.02 Unrealized 0.0%
RMD RESMED INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $231.66 Unrealized 0.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $225.16 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $82.04 Unrealized -9.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $60.43 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $43.80 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $199.81 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $263.86 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $248.61 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $57.96 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $47.54 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $104.07 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $233.26 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $87.41 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $165.11 Unrealized 0.0%
A AGILENT TECH INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $133.94 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $381.06 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $123.63 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $253.59 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $212.87 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $40.69 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.87 Unrealized +91.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $24.74 Unrealized +25.4%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $60.86 Unrealized -37.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $169.76 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $190.90 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $65.78 Unrealized 0.0%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $27.15 Unrealized -5.9%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $93.15 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $92.75 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.78 Unrealized 0.0%
VTR VENTAS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $62.10 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $184.51 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.53 Unrealized 0.0%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $106.29 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $76.08 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $0 Shares 2 Est. Cost $168.35 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $194.00 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $107.19 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.18 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $287.59 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.75 Unrealized -2.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $112.66 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $308.54 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $276.25 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.59 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $157.12 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $58.48 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.43 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.80 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $60.90 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $257.00 Unrealized 0.0%
TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 504 Est. Cost $1.12 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $145.49 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.86 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.45 Unrealized 0.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $228.51 Unrealized 0.0%
APTV APTIV PLC COM SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $61.22 Unrealized +3.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $80.25 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $123.11 Unrealized 0.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $87.92 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $50.75 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $10.02 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $212.91 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 21 Est. Cost $10.79 Unrealized -3.1%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $170.60 Unrealized 0.0%
IMNM IMMUNOME INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $12.08 Unrealized -20.6%
VTIP VANGUARD SHORT TERM INFL-PROTECTED 0.0%
Value ($000) $0 Shares 3 Est. Cost $47.67 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $138.49 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.60 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.11 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.47 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.94 Unrealized 0.0%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $2.88 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.75 Unrealized +34.7%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $0 Shares 30 Est. Cost $2.70 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.00 Unrealized
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value ($000) $0 Shares 22 Est. Cost $3.01 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.20 Unrealized
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.50 Unrealized
LAR LITHIUM ARGENTINA AG COM SHS 0.0%
Value ($000) $0 Shares 22 Est. Cost $2.52 Unrealized 0.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.60 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.45 Unrealized -50.5%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $5.39 Unrealized +45.8%
VISN COMMSCOPE HLDG CO INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.16 Unrealized +145.5%
UP WHEELS UP EXPERIENCE INC COM CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $1.94 Unrealized -28.8%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.12 Unrealized +35.0%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.12 Unrealized -59.5%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $3.17 Unrealized -72.2%