Hara Capital LLC Diversified Active

Location: Bellevue, WA

CIK: 0002010015 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Mar 14, 2025

Total Value: $264M

Holdings (502)

PBF PBF ENERGY INC 5.5%
Value $14.59M Shares 549,390 Est. Cost $42.61 Unrealized -28.6%
PBF PBF ENERGY INC CLASS A 5.5%
Value $14.49M Shares 545,595 Est. Cost $42.61 Unrealized -28.6%
VGIT VANGUARD SCOTTSDALE FDS 2.7%
Value $7.032M Shares 121,246 Est. Cost $59.32 Unrealized
VGIT VANGUARD INTRMDIAT TRM TRSRY ETF 2.5%
Value $6.633M Shares 114,366 Est. Cost $59.32 Unrealized
NE NOBLE CORP PLC F 2.4%
Value $6.427M Shares 204,677 Est. Cost $33.82 Unrealized -10.1%
CRC CALIFORNIA RES CORP 2.2%
Value $5.919M Shares 114,074 Est. Cost $49.26 Unrealized +6.0%
XOM EXXON MOBIL CORP 1.7%
Value $4.568M Shares 42,467 Est. Cost $97.59 Unrealized +15.1%
VGSH VANGUARD SCOTTSDALE FDS 1.6%
Value $4.342M Shares 74,636 Est. Cost $58.51 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 1.6%
Value $4.207M Shares 72,318 Est. Cost $58.51 Unrealized
VAL VALARIS LTD 1.6%
Value $4.167M Shares 94,193 Est. Cost $60.17 Unrealized -20.0%
VAL VALARIS LTD F 1.6%
Value $4.167M Shares 94,193 Est. Cost $60.17 Unrealized -20.0%
MSFT MICROSOFT CORP 1.5%
Value $3.932M Shares 9,329 Est. Cost $370.26 Unrealized +14.1%
DTF TAX-FREE INCOME 2028 TER 1.4%
Value $3.696M Shares 329,552 Est. Cost $10.77 Unrealized
NBR NABORS INDUSTRIES LTD 1.4%
Value $3.584M Shares 62,682 Est. Cost $94.01 Unrealized -24.5%
EXE EXPAND ENERGY CORPORATION 1.3%
Value $3.55M Shares 35,664 Est. Cost $76.95 Unrealized +16.0%
EXE EXPAND ENERGY CORP 1.3%
Value $3.55M Shares 35,664 Est. Cost $76.95 Unrealized +16.0%
NBR NABORS INDUSTRIES LTD F 1.3%
Value $3.538M Shares 61,882 Est. Cost $94.01 Unrealized -24.5%
SOURCE CAPITAL CF 1.2%
Value $3.115M Shares 71,623 Est. Cost $40.74 Unrealized
SLB SCHLUMBERGER LTD 1.1%
Value $3.028M Shares 78,977 Est. Cost $41.71 Unrealized -2.9%
AAPL APPLE INC 1.1%
Value $3.011M Shares 12,022 Est. Cost $183.52 Unrealized +27.8%
SLB SCHLUMBERGER LTD F 1.1%
Value $2.97M Shares 77,477 Est. Cost $41.71 Unrealized -2.9%
JAPAN SMALLER CAPITALIZATION 1.1%
Value $2.969M Shares 387,063 Est. Cost $7.75 Unrealized
SABA CAPITAL INCOME & OPPORT 1.1%
Value $2.945M Shares 325,085 Est. Cost $8.51 Unrealized
JAPAN SMALLER CAPITALIZA 1.1%
Value $2.887M Shares 376,463 Est. Cost $7.75 Unrealized
DTF TAX FREE INCOME 2028 1.0%
Value $2.761M Shares 246,165 Est. Cost $10.77 Unrealized
SABA CAPITAL INCOME AND 1.0%
Value $2.751M Shares 303,606 Est. Cost $8.51 Unrealized
PAAS PAN AMERN SILVER CORP 1.0%
Value $2.712M Shares 134,146 Est. Cost $15.58 Unrealized +43.6%
PAAS PAN AMERN SILVER CORP F 1.0%
Value $2.642M Shares 130,646 Est. Cost $15.58 Unrealized +43.6%
BLACKROCK MUN TARGET TERM TR 1.0%
Value $2.586M Shares 125,572 Est. Cost $21.40 Unrealized
GOOGL ALPHABET INC CLASS A 0.9%
Value $2.401M Shares 12,682 Est. Cost $133.35 Unrealized +30.6%
GOOGL ALPHABET INC 0.9%
Value $2.401M Shares 12,682 Est. Cost $133.35 Unrealized +30.6%
BLACKROCK MUNCPL 2030 TA 0.8%
Value $1.983M Shares 96,322 Est. Cost $21.40 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.8%
Value $1.983M Shares 240,017 Est. Cost $11.16 Unrealized -28.1%
HP HELMERICH & PAYNE INC 0.7%
Value $1.957M Shares 61,114 Est. Cost $34.58 Unrealized -1.8%
NOV NOV INC 0.7%
Value $1.79M Shares 122,595 Est. Cost $15.62 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 0.7%
Value $1.759M Shares 15,048 Est. Cost $144.27 Unrealized -18.0%
CHRD CHORD ENERGY CORP 0.7%
Value $1.759M Shares 15,048 Est. Cost $144.27 Unrealized -18.0%
TDW TIDEWATER INC NEW 0.6%
Value $1.643M Shares 30,027 Est. Cost $64.75 Unrealized -12.1%
COST COSTCO WHSL CORP NEW 0.6%
Value $1.546M Shares 1,687 Est. Cost $573.49 Unrealized +60.9%
HAL HALLIBURTON CO 0.6%
Value $1.53M Shares 56,284 Est. Cost $30.64 Unrealized -7.7%
UAL UNITED AIRLINES HLDGS 0.6%
Value $1.498M Shares 15,428 Est. Cost $42.76 Unrealized +97.7%
UAL UNITED AIRLS HLDGS INC 0.6%
Value $1.498M Shares 15,428 Est. Cost $42.76 Unrealized +97.7%
SDRL SEADRILL 2021 LTD 0.6%
Value $1.474M Shares 37,851 Est. Cost $43.81 Unrealized -11.5%
AMZN AMAZON COM INC 0.6%
Value $1.468M Shares 6,690 Est. Cost $141.19 Unrealized +44.9%
WESTERN ASSET HIGH YIELD DEF 0.6%
Value $1.459M Shares 123,446 Est. Cost $11.98 Unrealized
SDRL SEADRILL 2021 LTD F 0.5%
Value $1.413M Shares 36,301 Est. Cost $43.81 Unrealized -11.5%
AMZN AMAZON.COM INC 0.5%
Value $1.413M Shares 6,440 Est. Cost $141.19 Unrealized +44.9%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.5%
Value $1.402M Shares 7,100 Est. Cost $104.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value $1.402M Shares 7,100 Est. Cost $104.00 Unrealized
AVGO BROADCOM INC 0.5%
Value $1.382M Shares 5,960 Est. Cost $147.13 Unrealized +24.3%
NEM NEWMONT CORP 0.5%
Value $1.314M Shares 35,315 Est. Cost $39.52 Unrealized +12.9%
MA MASTERCARD INCORPORATED 0.5%
Value $1.312M Shares 2,491 Est. Cost $397.11 Unrealized +29.6%
JPM JPMORGAN CHASE & CO. 0.5%
Value $1.281M Shares 5,346 Est. Cost $144.89 Unrealized +57.4%
JPM JPMORGAN CHASE & CO 0.5%
Value $1.281M Shares 5,346 Est. Cost $144.89 Unrealized +57.4%
WESTERN ASSET HIGH YLD D 0.5%
Value $1.27M Shares 107,463 Est. Cost $11.98 Unrealized
TIPZ PIMCO ETF TR 0.5%
Value $1.265M Shares 24,402 Est. Cost $52.43 Unrealized
MA MASTERCARD INC CLASS A 0.5%
Value $1.246M Shares 2,366 Est. Cost $397.11 Unrealized +29.6%
INTU INTUIT 0.5%
Value $1.236M Shares 1,967 Est. Cost $544.67 Unrealized +16.5%
OIS OIL STS INTL INC 0.4%
Value $945K Shares 186,752 Est. Cost $4.94 Unrealized +0.9%
KW KENNEDY-WILSON HLDGS INC 0.4%
Value $930K Shares 93,107 Est. Cost $10.13 Unrealized +7.8%
KW KENNEDY-WILSON HOLDINGS INC 0.4%
Value $930K Shares 93,107 Est. Cost $10.13 Unrealized +7.8%
TIPZ PIMCO BROAD US TIPS INDEX ETF 0.3%
Value $904K Shares 17,437 Est. Cost $52.43 Unrealized
DIS DISNEY WALT CO 0.3%
Value $867K Shares 7,790 Est. Cost $87.22 Unrealized +18.7%
BLACKROCK HEALTH SCIENCE 0.3%
Value $832K Shares 21,943 Est. Cost $37.93 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.3%
Value $832K Shares 21,943 Est. Cost $37.93 Unrealized
GDX VANECK ETF TRUST 0.3%
Value $828K Shares 24,415 Est. Cost $31.93 Unrealized
OIH VANECK ETF TRUST 0.3%
Value $814K Shares 3,000 Est. Cost $309.52 Unrealized
OIH VANECK OIL SERVICES ETF 0.3%
Value $814K Shares 3,000 Est. Cost $309.52 Unrealized
DE DEERE & CO 0.3%
Value $805K Shares 1,899 Est. Cost $365.14 Unrealized +13.4%
IMO IMPERIAL OIL LTD 0.3%
Value $768K Shares 12,460 Est. Cost $54.31 Unrealized +29.5%
IMO IMPERIAL OIL LTD F 0.3%
Value $768K Shares 12,460 Est. Cost $54.31 Unrealized +29.5%
LBRT LIBERTY ENERGY INC CLASS A 0.3%
Value $762K Shares 38,324 Est. Cost $19.00 Unrealized -2.7%
LBRT LIBERTY ENERGY INC 0.3%
Value $762K Shares 38,324 Est. Cost $19.00 Unrealized -2.7%
GMOI 2023 ETF SERIES TRUST II 0.3%
Value $747K Shares 31,471 Est. Cost $23.73 Unrealized
GMOI GMO INTERNATIONAL VALUE ETF 0.3%
Value $747K Shares 31,471 Est. Cost $23.73 Unrealized
LIN LINDE PLC F 0.3%
Value $738K Shares 1,763 Est. Cost $383.62 Unrealized +17.0%
LIN LINDE PLC 0.3%
Value $738K Shares 1,763 Est. Cost $383.62 Unrealized +17.0%
ORCL ORACLE CORP 0.3%
Value $737K Shares 4,425 Est. Cost $106.71 Unrealized +64.8%
ADI ANALOG DEVICES INC 0.3%
Value $734K Shares 3,456 Est. Cost $172.22 Unrealized +25.9%
BAC BANK AMERICA CORP 0.3%
Value $723K Shares 16,451 Est. Cost $27.61 Unrealized +55.1%
BAC BANK OF AMERICA CORP 0.3%
Value $723K Shares 16,451 Est. Cost $27.61 Unrealized +55.1%
DELL DELL TECHNOLOGIES INC CLASS C 0.3%
Value $711K Shares 6,166 Est. Cost $68.27 Unrealized +80.4%
DELL DELL TECHNOLOGIES INC 0.3%
Value $711K Shares 6,166 Est. Cost $68.27 Unrealized +80.4%
CNQ CANADIAN NAT RES LTD F 0.3%
Value $708K Shares 22,934 Est. Cost $32.68 Unrealized -0.6%
CNQ CANADIAN NAT RES LTD 0.3%
Value $708K Shares 22,934 Est. Cost $32.68 Unrealized -0.6%
1/100 BERKSHIRE HTWY A CLASS A 0.3%
Value $681K Shares 100 Est. Cost $6809.20 Unrealized
GOOG ALPHABET INC 0.3%
Value $671K Shares 3,525 Est. Cost $134.68 Unrealized +30.4%
GOOG ALPHABET INC CLASS C 0.3%
Value $671K Shares 3,525 Est. Cost $134.68 Unrealized +30.4%
TEVA TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value $670K Shares 30,380 Est. Cost $16.25 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value $670K Shares 30,380 Est. Cost $16.25 Unrealized
SCHW SCHWAB CHARLES CORP 0.3%
Value $669K Shares 9,042 Est. Cost $58.63 Unrealized +25.9%
SCHW CHARLES SCHWAB CORP 0.3%
Value $669K Shares 9,042 Est. Cost $58.63 Unrealized +25.9%
GDX VANECK GOLD MINERS ETF 0.3%
Value $663K Shares 19,565 Est. Cost $31.93 Unrealized
XOP SPDR SER TR 0.3%
Value $662K Shares 5,000 Est. Cost $136.91 Unrealized
XOP SPDR S&P OIL & GAS EXPL & PROD ETF 0.3%
Value $662K Shares 5,000 Est. Cost $136.91 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value $642K Shares 1,010 Est. Cost $407.15 Unrealized +60.9%
NDAQ NASDAQ INC 0.2%
Value $638K Shares 8,250 Est. Cost $51.21 Unrealized +48.9%
LOW LOWES COS INC 0.2%
Value $627K Shares 2,540 Est. Cost $194.73 Unrealized +34.3%
HD HOME DEPOT INC 0.2%
Value $613K Shares 1,575 Est. Cost $293.72 Unrealized +35.3%
IBTH ISHARES IBONDS TERM TREASURY ETF IV 0.2%
Value $612K Shares 27,561 Est. Cost $22.28 Unrealized
BARRICK GOLD CORP 0.2%
Value $610K Shares 39,374 Est. Cost $19.89 Unrealized
AMGN AMGEN INC 0.2%
Value $608K Shares 2,334 Est. Cost $255.10 Unrealized +12.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $605K Shares 4,060 Est. Cost $110.43 Unrealized +41.5%
ICE INTERCONTINENTAL EXCHANG 0.2%
Value $605K Shares 4,060 Est. Cost $110.43 Unrealized +41.5%
SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value $596K Shares 2,420 Est. Cost $154.59 Unrealized
SAP SAP SE 0.2%
Value $596K Shares 2,420 Est. Cost $154.59 Unrealized
CSX CSX CORP 0.2%
Value $589K Shares 18,240 Est. Cost $30.86 Unrealized +9.1%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $584K Shares 10,331 Est. Cost $47.02 Unrealized +11.8%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value $584K Shares 10,331 Est. Cost $47.02 Unrealized +11.8%
SPROTT FOCUS TR INC 0.2%
Value $582K Shares 79,586 Est. Cost $7.32 Unrealized
BARRICK GOLD CORP F 0.2%
Value $579K Shares 37,374 Est. Cost $19.89 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.2%
Value $566K Shares 12,035 Est. Cost $35.25 Unrealized +34.6%
GIL GILDAN ACTIVEWEAR INC F 0.2%
Value $566K Shares 12,035 Est. Cost $35.25 Unrealized +34.6%
ABBV ABBVIE INC 0.2%
Value $566K Shares 3,183 Est. Cost $135.72 Unrealized +30.7%
TFPM TRIPLE FLAG PRECIOUS METAL 0.2%
Value $556K Shares 36,940 Est. Cost $13.07 Unrealized +26.7%
TFPM TRIPLE FLAG PRECIOUS M F 0.2%
Value $556K Shares 36,940 Est. Cost $13.07 Unrealized +26.7%
UNP UNION PAC CORP 0.2%
Value $539K Shares 2,365 Est. Cost $209.24 Unrealized +10.0%
VLO VALERO ENERGY CORP NEW 0.2%
Value $539K Shares 4,395 Est. Cost $119.35 Unrealized +8.2%
VLO VALERO ENERGY CORP 0.2%
Value $539K Shares 4,395 Est. Cost $119.35 Unrealized +8.2%
RTX RTX CORP 0.2%
Value $537K Shares 4,640 Est. Cost $75.63 Unrealized +56.4%
RTX RTX CORPORATION 0.2%
Value $537K Shares 4,640 Est. Cost $75.63 Unrealized +56.4%
CAT CATERPILLAR INC 0.2%
Value $531K Shares 1,465 Est. Cost $251.22 Unrealized +52.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value $516K Shares 2,035 Est. Cost $227.33 Unrealized +13.2%
IEI ISHARES TR 0.2%
Value $515K Shares 4,456 Est. Cost $115.81 Unrealized
CB CHUBB LIMITED 0.2%
Value $514K Shares 1,862 Est. Cost $213.74 Unrealized +31.6%
CB CHUBB LTD F 0.2%
Value $514K Shares 1,862 Est. Cost $213.74 Unrealized +31.6%
SPROTT FOCUS CLOSED END 0.2%
Value $509K Shares 69,586 Est. Cost $7.32 Unrealized
ZM ZOOM COMMUNICATIONS INC CLASS A 0.2%
Value $503K Shares 6,168 Est. Cost $62.51 Unrealized +25.8%
ZM ZOOM COMMUNICATIONS INC 0.2%
Value $503K Shares 6,168 Est. Cost $62.51 Unrealized +25.8%
CVX CHEVRON CORP NEW 0.2%
Value $502K Shares 3,467 Est. Cost $138.83 Unrealized +4.8%
TEMPLETON EMERGING MARKE 0.2%
Value $497K Shares 41,553 Est. Cost $11.95 Unrealized
TEMPLETON EMERGING MKTS FD 0.2%
Value $497K Shares 41,553 Est. Cost $11.95 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.2%
Value $473K Shares 910 Est. Cost $480.76 Unrealized +13.9%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $473K Shares 910 Est. Cost $480.76 Unrealized +13.9%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value $460K Shares 1,015 Est. Cost $442.18 Unrealized +4.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $460K Shares 1,015 Est. Cost $442.18 Unrealized +4.4%
COF CAPITAL ONE FINL CORP 0.2%
Value $452K Shares 2,535 Est. Cost $104.53 Unrealized +63.3%
NSC NORFOLK SOUTHN CORP 0.2%
Value $451K Shares 1,920 Est. Cost $200.12 Unrealized +24.2%
IVE ISHARES TR 0.2%
Value $446K Shares 2,335 Est. Cost $173.89 Unrealized
IVE ISHARES S&P 500 VALUE ETF IV 0.2%
Value $446K Shares 2,335 Est. Cost $173.89 Unrealized
MKL MARKEL GROUP INC 0.2%
Value $444K Shares 257 Est. Cost $1419.34 Unrealized +16.9%
FCX FREEPORT-MCMORAN INC 0.2%
Value $438K Shares 11,505 Est. Cost $35.90 Unrealized +22.7%
GOVT ISHARES TR 0.2%
Value $430K Shares 18,733 Est. Cost $22.57 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.2%
Value $430K Shares 18,733 Est. Cost $22.57 Unrealized
SHEL SHELL PLC 0.2%
Value $417K Shares 6,655 Est. Cost $66.17 Unrealized
COP CONOCOPHILLIPS 0.2%
Value $416K Shares 4,192 Est. Cost $109.38 Unrealized -6.5%
ROYCE MICRO CAPITAL CF 0.2%
Value $415K Shares 42,560 Est. Cost $9.28 Unrealized
ROYCE MICRO-CAP TR INC 0.2%
Value $415K Shares 42,560 Est. Cost $9.28 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value $414K Shares 4,848 Est. Cost $57.15 Unrealized +46.8%
AEM AGNICO EAGLE MINES LTD F 0.2%
Value $400K Shares 5,120 Est. Cost $47.96 Unrealized +69.2%
AEM AGNICO EAGLE MINES LTD 0.2%
Value $400K Shares 5,120 Est. Cost $47.96 Unrealized +69.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $396K Shares 691 Est. Cost $317.74 Unrealized +71.5%
OSISKO GOLD ROYALTIES LTD 0.1%
Value $393K Shares 21,686 Est. Cost $14.28 Unrealized
OSISKO GOLD ROYALTIES F 0.1%
Value $393K Shares 21,686 Est. Cost $14.28 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value $389K Shares 3,209 Est. Cost $131.45 Unrealized
ABRDN NATL MUN INCOME FD 0.1%
Value $387K Shares 38,200 Est. Cost $10.21 Unrealized
ABRDN NATL MUN INCOM 0.1%
Value $387K Shares 38,200 Est. Cost $10.21 Unrealized
SBSW SIBANYE STILLWATER LTD 0.1%
Value $383K Shares 116,153 Est. Cost $5.38 Unrealized
SBSW SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value $383K Shares 116,153 Est. Cost $5.38 Unrealized
EPD ENTERPRISE PRODS PART LP 0.1%
Value $372K Shares 11,874 Est. Cost $26.35 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $372K Shares 11,874 Est. Cost $26.35 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $370K Shares 2,560 Est. Cost $144.30 Unrealized +3.7%
KMI KINDER MORGAN INC DEL 0.1%
Value $369K Shares 13,453 Est. Cost $15.38 Unrealized +61.7%
GLD SPDR GOLD TR 0.1%
Value $363K Shares 1,500 Est. Cost $191.17 Unrealized
GLD SPDR GOLD SHARES ETF 0.1%
Value $363K Shares 1,500 Est. Cost $191.17 Unrealized
FLKR FRANKLIN TEMPLETON ETF TR 0.1%
Value $344K Shares 19,762 Est. Cost $21.77 Unrealized
FLKR FRANKLIN FTSE SOUTH KOREA ETF 0.1%
Value $344K Shares 19,762 Est. Cost $21.77 Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value $328K Shares 1,430 Est. Cost $199.50 Unrealized +13.5%
LH LABCORP HLDGS INC 0.1%
Value $328K Shares 1,430 Est. Cost $199.50 Unrealized +13.5%
XLE SELECT SECTOR SPDR TR 0.1%
Value $328K Shares 3,828 Est. Cost $89.48 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $323K Shares 8,615 Est. Cost $40.35 Unrealized -0.9%
VFVA VANGUARD WELLINGTON FD 0.1%
Value $314K Shares 2,656 Est. Cost $113.82 Unrealized
IBTI ISHARES IBONDS TERM TREASURY ETF 0.1%
Value $313K Shares 14,300 Est. Cost $22.11 Unrealized
CTVA CORTEVA INC 0.1%
Value $297K Shares 5,206 Est. Cost $46.55 Unrealized +25.5%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value $292K Shares 4,655 Est. Cost $66.17 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $278K Shares 3,005 Est. Cost $72.19 Unrealized +20.5%
WFC WELLS FARGO CO NEW 0.1%
Value $270K Shares 3,846 Est. Cost $50.13 Unrealized +33.0%
LXU LSB INDS INC 0.1%
Value $257K Shares 33,877 Est. Cost $8.25 Unrealized +4.1%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value $255K Shares 6,310 Est. Cost $35.20 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value $255K Shares 6,310 Est. Cost $35.20 Unrealized
VFVA VANGUARD US VALUE FACTORETF 0.1%
Value $250K Shares 2,116 Est. Cost $113.82 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.1%
Value $248K Shares 6,615 Est. Cost $40.35 Unrealized -0.9%
ACDC PROFRAC HLDG CORP CLASS A 0.1%
Value $245K Shares 31,616 Est. Cost $8.61 Unrealized -16.6%
ACDC PROFRAC HLDG CORP 0.1%
Value $245K Shares 31,616 Est. Cost $8.61 Unrealized -16.6%
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value $236K Shares 4,888 Est. Cost $49.52 Unrealized
SNY SANOFI 0.1%
Value $236K Shares 4,888 Est. Cost $49.52 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $234K Shares 1,034 Est. Cost $172.33 Unrealized +18.1%
WFC WELLS FARGO & CO 0.1%
Value $228K Shares 3,242 Est. Cost $50.13 Unrealized +33.0%
DISV DIMENSIONAL ETF TRUST 0.1%
Value $220K Shares 8,273 Est. Cost $25.79 Unrealized
DISV DIMENSIONAL INTERN SMALLCAP VL ETF 0.1%
Value $220K Shares 8,273 Est. Cost $25.79 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value $215K Shares 2,040 Est. Cost $109.35 Unrealized -3.0%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value $215K Shares 2,040 Est. Cost $109.35 Unrealized -3.0%
RMD RESMED INC 0.1%
Value $213K Shares 930 Est. Cost $220.76 Unrealized +8.0%
XLE ENERGY SELECT SECTOR SPDR ETF 0.1%
Value $203K Shares 2,370 Est. Cost $89.48 Unrealized
CP CANADIAN PACIFIC KANSA F 0.1%
Value $202K Shares 2,798 Est. Cost $72.13 Unrealized +6.0%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value $202K Shares 2,798 Est. Cost $72.13 Unrealized +6.0%
DEO DIAGEO PLC 0.1%
Value $202K Shares 1,585 Est. Cost $140.34 Unrealized
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value $202K Shares 1,585 Est. Cost $140.34 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value $195K Shares 7,500 Est. Cost $26.03 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 0.1%
Value $195K Shares 7,500 Est. Cost $26.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $191K Shares 377 Est. Cost $548.30 Unrealized +0.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $186K Shares 1,461 Est. Cost $111.63 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value $186K Shares 1,461 Est. Cost $111.63 Unrealized
SU SUNCOR ENERGY INC NEW F 0.1%
Value $186K Shares 5,200 Est. Cost $30.35 Unrealized +23.1%
SU SUNCOR ENERGY INC NEW 0.1%
Value $186K Shares 5,200 Est. Cost $30.35 Unrealized +23.1%
APH AMPHENOL CORP NEW 0.1%
Value $181K Shares 2,600 Est. Cost $64.05 Unrealized +8.3%
APH AMPHENOL CORP NEW CLASS A 0.1%
Value $181K Shares 2,600 Est. Cost $64.05 Unrealized +8.3%
VTV VANGUARD INDEX FDS 0.1%
Value $180K Shares 1,065 Est. Cost $204.50 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value $180K Shares 1,065 Est. Cost $204.50 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value $179K Shares 9,125 Est. Cost $16.05 Unrealized
ET ENERGY TRANSFER L P LP 0.1%
Value $179K Shares 9,125 Est. Cost $16.05 Unrealized
MAT MATTEL INC 0.1%
Value $177K Shares 10,000 Est. Cost $19.45 Unrealized -2.8%
IBTH ISHARES TR 0.1%
Value $175K Shares 7,876 Est. Cost $22.28 Unrealized
DOW DOW INC 0.1%
Value $174K Shares 4,342 Est. Cost $47.57 Unrealized -9.7%
SGDM SPROTT ETF TRUST 0.1%
Value $171K Shares 6,175 Est. Cost $30.98 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.1%
Value $171K Shares 6,175 Est. Cost $30.98 Unrealized
V VISA INC 0.1%
Value $169K Shares 535 Est. Cost $267.71 Unrealized +11.4%
ABEV AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $168K Shares 90,661 Est. Cost $2.05 Unrealized
ABEV AMBEV SA 0.1%
Value $168K Shares 90,661 Est. Cost $2.05 Unrealized
IBTI ISHARES TR 0.1%
Value $157K Shares 7,150 Est. Cost $22.11 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value $155K Shares 6,535 Est. Cost $19.15 Unrealized
CEF SPROTT PHYSICAL GLD SLVR 0.1%
Value $155K Shares 6,535 Est. Cost $19.15 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $155K Shares 790 Est. Cost $198.06 Unrealized
V VISA INC CLASS A 0.1%
Value $145K Shares 460 Est. Cost $267.71 Unrealized +11.4%
BA BOEING CO 0.1%
Value $143K Shares 810 Est. Cost $171.47 Unrealized -8.5%
BLCO BAUSCH LOMB CORP F 0.1%
Value $141K Shares 7,806 Est. Cost $16.09 Unrealized +21.3%
BLCO BAUSCH PLUS LOMB CORP 0.1%
Value $141K Shares 7,806 Est. Cost $16.09 Unrealized +21.3%
CSCO CISCO SYS INC 0.1%
Value $139K Shares 2,343 Est. Cost $50.45 Unrealized +9.8%
DVN DEVON ENERGY CORP NEW 0.1%
Value $138K Shares 4,226 Est. Cost $41.80 Unrealized -12.8%
AMLP ALPS ETF TR 0.0%
Value $132K Shares 2,740 Est. Cost $47.13 Unrealized
AMLP ALPS ALERIAN MLP ETF 0.0%
Value $132K Shares 2,740 Est. Cost $47.13 Unrealized
IJH ISHARES TR 0.0%
Value $128K Shares 2,050 Est. Cost $62.32 Unrealized
IJH ISHARES CORE S&P MID CAPETF 0.0%
Value $128K Shares 2,050 Est. Cost $62.32 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $128K Shares 4,997 Est. Cost $24.95 Unrealized -4.2%
PGR PROGRESSIVE CORP OH 0.0%
Value $127K Shares 532 Est. Cost $214.15 Unrealized +8.3%
PGR PROGRESSIVE CORP 0.0%
Value $127K Shares 532 Est. Cost $214.15 Unrealized +8.3%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $127K Shares 4,666 Est. Cost $27.32 Unrealized
NICE NICE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $124K Shares 730 Est. Cost $173.67 Unrealized
NICE NICE LTD 0.0%
Value $124K Shares 730 Est. Cost $173.67 Unrealized
ABT ABBOTT LABS 0.0%
Value $122K Shares 1,080 Est. Cost $107.07 Unrealized +5.9%
DINO HF SINCLAIR CORP 0.0%
Value $122K Shares 3,483 Est. Cost $38.65 Unrealized 0.0%
BK BANK NEW YORK MELLON COR 0.0%
Value $116K Shares 1,508 Est. Cost $63.85 Unrealized +18.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value $116K Shares 1,508 Est. Cost $63.85 Unrealized +18.3%
MRK MERCK & CO. INC. 0.0%
Value $116K Shares 1,162 Est. Cost $111.74 Unrealized -11.7%
MRK MERCK & CO INC 0.0%
Value $116K Shares 1,162 Est. Cost $111.74 Unrealized -11.7%
PSX PHILLIPS 66 0.0%
Value $115K Shares 1,011 Est. Cost $122.03 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value $115K Shares 630 Est. Cost $178.61 Unrealized +5.8%
REGN REGENERON PHARMACEUTICAL 0.0%
Value $114K Shares 160 Est. Cost $1106.73 Unrealized -24.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $114K Shares 160 Est. Cost $1106.73 Unrealized -24.6%
VZ VERIZON COMMUNICATIONS I 0.0%
Value $112K Shares 2,795 Est. Cost $38.39 Unrealized +2.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $112K Shares 2,795 Est. Cost $38.39 Unrealized +2.6%
VFH VANGUARD WORLD FD 0.0%
Value $109K Shares 924 Est. Cost $118.01 Unrealized
RRC RANGE RES CORP 0.0%
Value $108K Shares 3,000 Est. Cost $30.94 Unrealized +6.9%
UNILEVER PLC 0.0%
Value $107K Shares 1,882 Est. Cost $64.96 Unrealized
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $107K Shares 1,882 Est. Cost $64.96 Unrealized
AFL AFLAC INC 0.0%
Value $105K Shares 1,018 Est. Cost $106.42 Unrealized 0.0%
IBTJ ISHARES TR 0.0%
Value $103K Shares 4,832 Est. Cost $21.50 Unrealized
EOG EOG RES INC 0.0%
Value $102K Shares 830 Est. Cost $120.40 Unrealized +2.4%
SCHY SCHWAB INTERNATIONAL DIVIDND EQY ETF 0.0%
Value $101K Shares 4,370 Est. Cost $26.17 Unrealized
SCHY SCHWAB STRATEGIC TR 0.0%
Value $101K Shares 4,370 Est. Cost $26.17 Unrealized
PULS PGIM ETF TR 0.0%
Value $101K Shares 2,034 Est. Cost $49.78 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $96,222 Shares 453 Est. Cost $216.92 Unrealized +0.4%
CARR CARRIER GLOBAL CORP 0.0%
Value $91,468 Shares 1,340 Est. Cost $68.53 Unrealized +8.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $91,468 Shares 1,340 Est. Cost $68.53 Unrealized +8.6%
INTC INTEL CORP 0.0%
Value $89,563 Shares 4,467 Est. Cost $37.39 Unrealized -39.7%
BKNG BOOKING HLDGS INC 0.0%
Value $89,432 Shares 18 Est. Cost $3794.03 Unrealized +25.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value $89,432 Shares 18 Est. Cost $3794.03 Unrealized +25.6%
WESTERN AST INFL LKD OPP & I 0.0%
Value $89,101 Shares 10,774 Est. Cost $8.84 Unrealized
WESTERN AST INFLTN LINK 0.0%
Value $89,101 Shares 10,774 Est. Cost $8.84 Unrealized
ISHARES TR 0.0%
Value $88,919 Shares 3,813 Est. Cost $23.28 Unrealized
ZTS ZOETIS INC 0.0%
Value $79,021 Shares 485 Est. Cost $181.33 Unrealized -2.7%
ZTS ZOETIS INC CLASS A 0.0%
Value $79,021 Shares 485 Est. Cost $181.33 Unrealized -2.7%
IBTG ISHARES TR 0.0%
Value $76,322 Shares 3,346 Est. Cost $22.86 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $76,001 Shares 335 Est. Cost $227.12 Unrealized -0.8%
PSLV SPROTT PHYSICAL SILVER E 0.0%
Value $75,386 Shares 7,812 Est. Cost $10.45 Unrealized
QRVO QORVO INC 0.0%
Value $72,727 Shares 1,040 Est. Cost $112.31 Unrealized -28.7%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value $72,491 Shares 7,512 Est. Cost $10.45 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value $68,234 Shares 407 Est. Cost $164.23 Unrealized +0.9%
PG PROCTER & GAMBLE CO 0.0%
Value $68,234 Shares 407 Est. Cost $164.23 Unrealized +0.9%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $67,880 Shares 1,000 Est. Cost $73.42 Unrealized
VYMI VANGUARD INTERNATNL HGH DIV YLD ETF 0.0%
Value $67,880 Shares 1,000 Est. Cost $73.42 Unrealized
MCK MCKESSON CORP 0.0%
Value $66,110 Shares 116 Est. Cost $553.37 Unrealized +0.7%
PFE PFIZER INC 0.0%
Value $62,646 Shares 2,361 Est. Cost $26.68 Unrealized -5.9%
AMJB ALERIAN MLP INDEX ETN 0.0%
Value $62,266 Shares 2,110 Est. Cost $28.46 Unrealized
AMJB JPMORGAN CHASE FINL CO LLC 0.0%
Value $62,266 Shares 2,110 Est. Cost $28.46 Unrealized
PEP PEPSICO INC 0.0%
Value $61,128 Shares 402 Est. Cost $162.90 Unrealized -3.9%
MLPA GLOBAL X FDS 0.0%
Value $60,774 Shares 1,230 Est. Cost $47.98 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value $60,774 Shares 1,230 Est. Cost $47.98 Unrealized
SNN SMITH & NEPHEW GROUP P FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value $60,393 Shares 2,457 Est. Cost $25.91 Unrealized
SNN SMITH & NEPHEW PLC 0.0%
Value $60,393 Shares 2,457 Est. Cost $25.91 Unrealized
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $58,081 Shares 1,160 Est. Cost $65.17 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value $58,081 Shares 1,160 Est. Cost $65.17 Unrealized
NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $54,932 Shares 12,400 Est. Cost $3.42 Unrealized
NOK NOKIA CORP 0.0%
Value $54,932 Shares 12,400 Est. Cost $3.42 Unrealized
WKC WORLD KINECT CORP 0.0%
Value $52,489 Shares 1,908 Est. Cost $27.67 Unrealized +3.7%
WKC WORLD KINECT CORPORATION 0.0%
Value $52,489 Shares 1,908 Est. Cost $27.67 Unrealized +3.7%
KHC KRAFT HEINZ CO 0.0%
Value $52,207 Shares 1,700 Est. Cost $31.37 Unrealized -2.3%
EWJV ISHARES TR 0.0%
Value $51,612 Shares 1,650 Est. Cost $33.02 Unrealized
EWJV ISHARES MSCI JAPAN VALUEETF 0.0%
Value $51,612 Shares 1,650 Est. Cost $33.02 Unrealized
LLY ELI LILLY AND CO 0.0%
Value $50,180 Shares 65 Est. Cost $890.31 Unrealized -7.8%
LLY ELI LILLY & CO 0.0%
Value $50,180 Shares 65 Est. Cost $890.31 Unrealized -7.8%
CVS CVS HEALTH CORP 0.0%
Value $48,302 Shares 1,076 Est. Cost $55.20 Unrealized -2.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $47,783 Shares 244 Est. Cost $198.06 Unrealized
EWY ISHARES INC 0.0%
Value $47,328 Shares 930 Est. Cost $58.34 Unrealized
EWY ISHARES MSCI SOUTH KOREAETF 0.0%
Value $47,328 Shares 930 Est. Cost $58.34 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $46,114 Shares 520 Est. Cost $100.60 Unrealized -13.8%
AGI ALAMOS GOLD INC NEW 0.0%
Value $43,518 Shares 2,360 Est. Cost $18.27 Unrealized +5.5%
AGI ALAMOS GOLD INC NEW FCLASS A 0.0%
Value $43,518 Shares 2,360 Est. Cost $18.27 Unrealized +5.5%
RIO RIO TINTO PLC 0.0%
Value $43,402 Shares 738 Est. Cost $71.17 Unrealized
KO COCA COLA CO 0.0%
Value $43,022 Shares 691 Est. Cost $64.87 Unrealized -2.8%
KO THE COCA-COLA CO 0.0%
Value $43,022 Shares 691 Est. Cost $64.87 Unrealized -2.8%
MAG SILVER CORP 0.0%
Value $42,962 Shares 3,159 Est. Cost $10.58 Unrealized
MAG SILVER CORP F 0.0%
Value $42,962 Shares 3,159 Est. Cost $10.58 Unrealized
VTRS VIATRIS INC 0.0%
Value $42,716 Shares 3,431 Est. Cost $10.81 Unrealized +7.6%
T AT&T INC 0.0%
Value $42,470 Shares 1,865 Est. Cost $18.78 Unrealized +14.5%
MCD MCDONALDS CORP 0.0%
Value $42,034 Shares 145 Est. Cost $266.70 Unrealized +8.8%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value $41,760 Shares 960 Est. Cost $50.67 Unrealized +8.7%
GXO GXO LOGISTICS INC 0.0%
Value $41,760 Shares 960 Est. Cost $50.67 Unrealized +8.7%
SYK STRYKER CORPORATION 0.0%
Value $41,406 Shares 115 Est. Cost $340.46 Unrealized +7.6%
SYK STRYKER CORP 0.0%
Value $41,406 Shares 115 Est. Cost $340.46 Unrealized +7.6%
VXUS VANGUARD STAR FDS 0.0%
Value $41,251 Shares 700 Est. Cost $64.74 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 0.0%
Value $41,251 Shares 700 Est. Cost $64.74 Unrealized
WMT WALMART INC 0.0%
Value $41,200 Shares 456 Est. Cost $72.48 Unrealized +18.4%
PLD PROLOGIS INC. 0.0%
Value $40,166 Shares 380 Est. Cost $118.05 Unrealized -6.7%
PLD PROLOGIS INC REIT 0.0%
Value $40,166 Shares 380 Est. Cost $118.05 Unrealized -6.7%
SHW SHERWIN-WILLIAMS CO 0.0%
Value $37,732 Shares 111 Est. Cost $344.92 Unrealized +7.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value $37,732 Shares 111 Est. Cost $344.92 Unrealized +7.2%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE 0.0%
Value $36,699 Shares 606 Est. Cost $54.43 Unrealized
MLPX GLOBAL X FDS 0.0%
Value $36,699 Shares 606 Est. Cost $54.43 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.0%
Value $36,435 Shares 610 Est. Cost $67.18 Unrealized -5.3%
MDLZ MONDELEZ INTL INC 0.0%
Value $36,435 Shares 610 Est. Cost $67.18 Unrealized -5.3%
ECL ECOLAB INC 0.0%
Value $36,320 Shares 155 Est. Cost $241.07 Unrealized +1.8%
PPG PPG INDS INC 0.0%
Value $35,835 Shares 300 Est. Cost $122.00 Unrealized -0.4%
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.0%
Value $34,393 Shares 250 Est. Cost $154.02 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $34,393 Shares 250 Est. Cost $154.02 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value $34,337 Shares 717 Est. Cost $52.13 Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value $34,337 Shares 717 Est. Cost $52.13 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $33,116 Shares 280 Est. Cost $102.34 Unrealized +12.2%
BAM BROOKFIELD ASSET MGMT FCLASS A 0.0%
Value $30,563 Shares 564 Est. Cost $40.09 Unrealized +30.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $30,561 Shares 564 Est. Cost $40.09 Unrealized +30.0%
PAGP PLAINS GP HLDGS L P CLASS A 0.0%
Value $29,408 Shares 1,600 Est. Cost $18.50 Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value $29,408 Shares 1,600 Est. Cost $18.50 Unrealized
AU ANGLOGOLD ASHANTI PLC F 0.0%
Value $29,312 Shares 1,270 Est. Cost $24.87 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $28,798 Shares 131 Est. Cost $188.97 Unrealized +14.5%
IBM IBM CORP 0.0%
Value $28,798 Shares 131 Est. Cost $188.97 Unrealized +14.5%
EQT EQT CORP 0.0%
Value $28,358 Shares 615 Est. Cost $33.40 Unrealized +21.8%
WESTERN ASSET INVEST GR 0.0%
Value $27,955 Shares 1,714 Est. Cost $16.31 Unrealized
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value $27,947 Shares 1,309 Est. Cost $20.44 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $27,947 Shares 1,309 Est. Cost $20.44 Unrealized 0.0%
PROMIS NEUROSCIENCES INC 0.0%
Value $27,880 Shares 29,416 Est. Cost $0.95 Unrealized
HDB HDFC BANK LTD 0.0%
Value $27,524 Shares 431 Est. Cost $62.86 Unrealized
HDB HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.0%
Value $27,524 Shares 431 Est. Cost $62.86 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value $26,670 Shares 1,430 Est. Cost $23.49 Unrealized -17.1%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $26,610 Shares 750 Est. Cost $38.08 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VAL ETF 0.0%
Value $26,610 Shares 750 Est. Cost $38.08 Unrealized
AMT AMERICAN TOWER CORP NEW REIT 0.0%
Value $24,760 Shares 135 Est. Cost $210.79 Unrealized -5.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $24,760 Shares 135 Est. Cost $210.79 Unrealized -5.9%
MTG MGIC INVT CORP WIS 0.0%
Value $23,473 Shares 990 Est. Cost $24.09 Unrealized +3.7%
HMY HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $23,423 Shares 2,853 Est. Cost $10.17 Unrealized
HMY HARMONY GOLD MINING CO LTD 0.0%
Value $23,423 Shares 2,853 Est. Cost $10.17 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $22,397 Shares 85 Est. Cost $286.51 Unrealized -1.6%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $22,154 Shares 200 Est. Cost $120.24 Unrealized -2.4%
EXPD EXPEDITORS INTL WASH INCCLASS A 0.0%
Value $22,154 Shares 200 Est. Cost $120.24 Unrealized -2.4%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value $21,427 Shares 258 Est. Cost $89.80 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value $21,427 Shares 258 Est. Cost $89.80 Unrealized
ALL ALLSTATE CORP 0.0%
Value $20,243 Shares 105 Est. Cost $172.85 Unrealized +9.8%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $19,987 Shares 122 Est. Cost $185.12 Unrealized -7.7%
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.0%
Value $19,142 Shares 148 Est. Cost $132.25 Unrealized
IWS ISHARES TR 0.0%
Value $19,142 Shares 148 Est. Cost $132.25 Unrealized
IEI ISHARES 3-7 YEAR TRERY BOND ETF 0.0%
Value $18,026 Shares 156 Est. Cost $115.81 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $17,658 Shares 80 Est. Cost $187.42 Unrealized +19.2%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $17,440 Shares 320 Est. Cost $64.62 Unrealized
TOTALENERGIES SE 0.0%
Value $17,440 Shares 320 Est. Cost $64.62 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $16,670 Shares 180 Est. Cost $93.03 Unrealized +5.7%
STZ CONSTELLATION BRANDS INCCLASS A 0.0%
Value $16,575 Shares 75 Est. Cost $240.22 Unrealized -3.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value $16,575 Shares 75 Est. Cost $240.22 Unrealized -3.7%
CNX CNX RES CORP 0.0%
Value $16,502 Shares 450 Est. Cost $26.93 Unrealized +36.8%
SHY ISHARES TR 0.0%
Value $16,396 Shares 200 Est. Cost $83.15 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.0%
Value $16,396 Shares 200 Est. Cost $83.15 Unrealized
ENB ENBRIDGE INC 0.0%
Value $16,123 Shares 380 Est. Cost $35.52 Unrealized +10.4%
ENB ENBRIDGE INC F 0.0%
Value $16,123 Shares 380 Est. Cost $35.52 Unrealized +10.4%
SLV ISHARES SILVER TR 0.0%
Value $15,798 Shares 600 Est. Cost $28.41 Unrealized
SLV ISHARES SILVER TRUST ETF IV 0.0%
Value $15,798 Shares 600 Est. Cost $28.41 Unrealized
BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.0%
Value $15,076 Shares 510 Est. Cost $31.39 Unrealized
BP BP PLC 0.0%
Value $15,076 Shares 510 Est. Cost $31.39 Unrealized
SITIO ROYALTIES CORP NEWCLASS A 0.0%
Value $14,730 Shares 768 Est. Cost $19.18 Unrealized
TRP TC ENERGY CORP 0.0%
Value $14,657 Shares 315 Est. Cost $41.31 Unrealized +10.3%
TRP TC ENERGY CORP F 0.0%
Value $14,657 Shares 315 Est. Cost $41.31 Unrealized +10.3%
VDE VANGUARD ENERGY ETF 0.0%
Value $14,629 Shares 121 Est. Cost $131.45 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $14,535 Shares 340 Est. Cost $48.81 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value $14,535 Shares 340 Est. Cost $48.81 Unrealized
GOEX GLOBAL X GOLD EXPLORERS ETF 0.0%
Value $14,127 Shares 480 Est. Cost $33.31 Unrealized
GOEX GLOBAL X FDS 0.0%
Value $14,127 Shares 480 Est. Cost $33.31 Unrealized
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $13,997 Shares 238 Est. Cost $71.17 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $13,835 Shares 150 Est. Cost $93.04 Unrealized +0.1%
DHR DANAHER CORP 0.0%
Value $13,543 Shares 59 Est. Cost $262.43 Unrealized -7.0%
DHR DANAHER CORPORATION 0.0%
Value $13,543 Shares 59 Est. Cost $262.43 Unrealized -7.0%
BIIB BIOGEN INC 0.0%
Value $12,845 Shares 84 Est. Cost $245.62 Unrealized -31.3%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value $12,790 Shares 128 Est. Cost $100.29 Unrealized
JAZZ JAZZ PHARMACEUTICALS P F 0.0%
Value $11,699 Shares 95 Est. Cost $109.58 Unrealized +7.6%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value $11,699 Shares 95 Est. Cost $109.58 Unrealized +7.6%
SII SPROTT INC 0.0%
Value $11,386 Shares 270 Est. Cost $41.37 Unrealized +4.8%
SII SPROTT INC F 0.0%
Value $11,386 Shares 270 Est. Cost $41.37 Unrealized +4.8%
MKTX MARKETAXESS HLDGS INC 0.0%
Value $11,302 Shares 50 Est. Cost $228.65 Unrealized +12.6%
MOS MOSAIC CO NEW 0.0%
Value $10,938 Shares 445 Est. Cost $26.14 Unrealized -3.6%
MOS THE MOSAIC CO 0.0%
Value $10,938 Shares 445 Est. Cost $26.14 Unrealized -3.6%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $10,800 Shares 1,200 Est. Cost $9.44 Unrealized -3.2%
RODM LATTICE STRATEGIES TR 0.0%
Value $10,658 Shares 375 Est. Cost $30.50 Unrealized
RODM HARTFORD MLTFCTR DVLPD MRKTS ETF 0.0%
Value $10,658 Shares 375 Est. Cost $30.50 Unrealized
XES SPDR SER TR 0.0%
Value $9,076 Shares 115 Est. Cost $80.77 Unrealized
XES SPDR S&P OIL & GAS EQUIP& SERVS ETF 0.0%
Value $9,076 Shares 115 Est. Cost $80.77 Unrealized
CI THE CIGNA GROUP 0.0%
Value $8,836 Shares 32 Est. Cost $335.01 Unrealized -7.0%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value $8,549 Shares 100 Est. Cost $93.43 Unrealized
FMX FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value $8,549 Shares 100 Est. Cost $93.43 Unrealized
NTR NUTRIEN LTD 0.0%
Value $8,279 Shares 185 Est. Cost $46.15 Unrealized -0.4%
NTR NUTRIEN LTD F 0.0%
Value $8,279 Shares 185 Est. Cost $46.15 Unrealized -0.4%
DAVA ENDAVA PLC 0.0%
Value $7,725 Shares 250 Est. Cost $30.90 Unrealized
APA APA CORPORATION 0.0%
Value $7,158 Shares 310 Est. Cost $26.35 Unrealized -16.0%
APA APA CORP 0.0%
Value $7,158 Shares 310 Est. Cost $26.35 Unrealized -16.0%
GEF GREIF INC 0.0%
Value $7,029 Shares 115 Est. Cost $58.31 Unrealized +7.3%
GEF GREIF INC CLASS A 0.0%
Value $7,029 Shares 115 Est. Cost $58.31 Unrealized +7.3%
EFA ISHARES MSCI EAFE ETF 0.0%
Value $6,881 Shares 91 Est. Cost $83.63 Unrealized
EFA ISHARES TR 0.0%
Value $6,881 Shares 91 Est. Cost $83.63 Unrealized
SYY SYSCO CORP 0.0%
Value $6,576 Shares 86 Est. Cost $72.12 Unrealized +2.5%
WBD WARNER BROS DISCOVERY IN 0.0%
Value $6,310 Shares 597 Est. Cost $7.81 Unrealized +18.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $6,310 Shares 597 Est. Cost $7.81 Unrealized +18.9%
NG NOVAGOLD RES INC F 0.0%
Value $6,180 Shares 1,856 Est. Cost $4.25 Unrealized -16.8%
NG NOVAGOLD RES INC 0.0%
Value $6,180 Shares 1,856 Est. Cost $4.25 Unrealized -16.8%
WFG WEST FRASER TIMBER CO LTD 0.0%
Value $5,626 Shares 65 Est. Cost $85.69 Unrealized +9.4%
WFG WEST FRASER TIMBER CO F 0.0%
Value $5,626 Shares 65 Est. Cost $85.69 Unrealized +9.4%
RWT REDWOOD TRUST INC 0.0%
Value $5,551 Shares 850 Est. Cost $7.73 Unrealized
RWT REDWOOD TR INC REIT 0.0%
Value $5,551 Shares 850 Est. Cost $7.73 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.0%
Value $5,326 Shares 102 Est. Cost $57.41 Unrealized
IEMG ISHARES INC 0.0%
Value $5,326 Shares 102 Est. Cost $57.41 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $5,229 Shares 100 Est. Cost $45.53 Unrealized +7.2%
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value $5,088 Shares 333 Est. Cost $17.12 Unrealized -6.4%
OCSL OAKTREE SPECIALTY LENDIN 0.0%
Value $5,088 Shares 333 Est. Cost $17.12 Unrealized -6.4%
NGD NEW GOLD INC CDA F 0.0%
Value $4,960 Shares 2,000 Est. Cost $2.47 Unrealized +11.6%
NGD NEW GOLD INC CDA 0.0%
Value $4,960 Shares 2,000 Est. Cost $2.47 Unrealized +11.6%
HESS CORP 0.0%
Value $4,921 Shares 37 Est. Cost $135.81 Unrealized
NORDSTROM INC 0.0%
Value $4,830 Shares 200 Est. Cost $22.49 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value $4,763 Shares 170 Est. Cost $29.01 Unrealized -1.7%
INTERPUBLIC GROUP COS IN 0.0%
Value $4,763 Shares 170 Est. Cost $29.01 Unrealized -1.7%
DGII DIGI INTL INC 0.0%
Value $4,535 Shares 150 Est. Cost $26.37 Unrealized +18.2%
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value $4,532 Shares 134 Est. Cost $40.88 Unrealized
GSK GSK PLC 0.0%
Value $4,532 Shares 134 Est. Cost $40.88 Unrealized
SILVERCREST METALS INC F 0.0%
Value $4,095 Shares 450 Est. Cost $9.25 Unrealized
SILVERCREST METALS INC 0.0%
Value $4,095 Shares 450 Est. Cost $9.25 Unrealized
FIS FIDELITY NATL INFORMATIO 0.0%
Value $3,958 Shares 49 Est. Cost $76.62 Unrealized +9.5%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $3,958 Shares 49 Est. Cost $76.62 Unrealized +9.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value $3,870 Shares 11 Est. Cost $322.76 Unrealized +9.9%
ACN ACCENTURE PLC IRELAND FCLASS A 0.0%
Value $3,870 Shares 11 Est. Cost $322.76 Unrealized +9.9%
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value $3,433 Shares 120 Est. Cost $30.42 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value $3,433 Shares 120 Est. Cost $30.42 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $3,222 Shares 8 Est. Cost $480.37 Unrealized -3.5%
VRTX VERTEX PHARMACEUTICALS I 0.0%
Value $3,222 Shares 8 Est. Cost $480.37 Unrealized -3.5%
TEMPLETON EMERGING MKTS INCO 0.0%
Value $2,873 Shares 560 Est. Cost $5.10 Unrealized
TEMPLETON EMERGING MARKE 0.0%
Value $2,873 Shares 560 Est. Cost $5.10 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $2,722 Shares 35 Est. Cost $97.72 Unrealized -13.6%
BG BUNGE GLOBAL SA F 0.0%
Value $2,722 Shares 35 Est. Cost $97.72 Unrealized -13.6%
AZN ASTRAZENECA PLC 0.0%
Value $2,621 Shares 40 Est. Cost $77.90 Unrealized
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value $2,621 Shares 40 Est. Cost $77.90 Unrealized
HUM HUMANA INC 0.0%
Value $2,537 Shares 10 Est. Cost $348.89 Unrealized -24.4%
EQX EQUINOX GOLD CORP 0.0%
Value $2,510 Shares 500 Est. Cost $5.65 Unrealized -1.0%
EQX EQUINOX GOLD CORP F 0.0%
Value $2,510 Shares 500 Est. Cost $5.65 Unrealized -1.0%
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value $2,413 Shares 243 Est. Cost $12.89 Unrealized
SILJ AMPLIFY ETF TR 0.0%
Value $2,413 Shares 243 Est. Cost $12.89 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $2,270 Shares 18 Est. Cost $120.53 Unrealized +1.5%
UPS UNITED PARCEL SVC INC CLASS B 0.0%
Value $2,270 Shares 18 Est. Cost $120.53 Unrealized +1.5%
IDXX IDEXX LABS INC 0.0%
Value $2,067 Shares 5 Est. Cost $485.80 Unrealized -9.7%
BEN FRANKLIN RES INC 0.0%
Value $2,029 Shares 100 Est. Cost $19.72 Unrealized -0.7%
BEN FRANKLIN RESOURCES INC 0.0%
Value $2,029 Shares 100 Est. Cost $19.72 Unrealized -0.7%
VLTO VERALTO CORP 0.0%
Value $1,935 Shares 19 Est. Cost $105.00 Unrealized +0.9%
PM PHILIP MORRIS INTL INC 0.0%
Value $1,805 Shares 15 Est. Cost $109.82 Unrealized +9.8%
ZIMVIE INC 0.0%
Value $1,786 Shares 128 Est. Cost $15.87 Unrealized
SOBO SOUTH BOW CORP F 0.0%
Value $1,485 Shares 63 Est. Cost $22.97 Unrealized 0.0%
SOBO SOUTH BOW CORP 0.0%
Value $1,485 Shares 63 Est. Cost $22.97 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $1,429 Shares 16 Est. Cost $78.83 Unrealized +11.7%
MORGAN STANLEY INDIA INV 0.0%
Value $1,264 Shares 50 Est. Cost $30.08 Unrealized
MORGAN STANLEY INDIA INVT FD 0.0%
Value $1,264 Shares 50 Est. Cost $30.08 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $1,170 Shares 15 Est. Cost $79.41 Unrealized
VCSH VANGUARD SHORT TERM COR BD ETF 0.0%
Value $1,170 Shares 15 Est. Cost $79.41 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $1,000 Shares 11 Est. Cost $98.92 Unrealized -5.9%
IQV IQVIA HLDGS INC 0.0%
Value $983 Shares 5 Est. Cost $236.05 Unrealized -10.7%
FMC FMC CORP 0.0%
Value $972 Shares 20 Est. Cost $57.03 Unrealized -3.8%
IWD ISHARES RUSSELL 1000 VALUE ETF IV 0.0%
Value $926 Shares 5 Est. Cost $189.80 Unrealized
IWD ISHARES TR 0.0%
Value $926 Shares 5 Est. Cost $189.80 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $857 Shares 3 Est. Cost $259.43 Unrealized +6.4%
EATON VANCE MUN INCOME 2028 0.0%
Value $775 Shares 44 Est. Cost $17.34 Unrealized
EATON VANCE MUNICIPAL IN 0.0%
Value $775 Shares 44 Est. Cost $17.34 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value $686 Shares 2 Est. Cost $336.34 Unrealized +7.5%
CHTR CHARTER COMMUNICATIONS ICLASS A 0.0%
Value $686 Shares 2 Est. Cost $336.34 Unrealized +7.5%
OGN ORGANON & CO 0.0%
Value $671 Shares 45 Est. Cost $19.71 Unrealized -20.1%
MINT PIMCO ENHANCED SHRT MATURTY ACTV ETF 0.0%
Value $502 Shares 5 Est. Cost $100.60 Unrealized
MINT PIMCO ETF TR 0.0%
Value $502 Shares 5 Est. Cost $100.60 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $419 Shares 3 Est. Cost $163.95 Unrealized -9.2%
EMBC EMBECTA CORP 0.0%
Value $372 Shares 18 Est. Cost $13.67 Unrealized +13.7%
AON AON PLC FCLASS A 0.0%
Value $359 Shares 1 Est. Cost $324.38 Unrealized +12.6%
AON AON PLC 0.0%
Value $359 Shares 1 Est. Cost $324.38 Unrealized +12.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value $247 Shares 5 Est. Cost $55.40 Unrealized -11.1%
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value $12 Shares 1 Est. Cost $10.97 Unrealized +3.9%
HCSG HEALTHCARE SVCS GROUP IN 0.0%
Value $12 Shares 1 Est. Cost $10.97 Unrealized +3.9%