Hara Capital LLC Diversified Active

CIK: 0002010015 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Mar 14, 2025

Total Value ($000): $164,892

Holdings (312)

PBF PBF ENERGY INC 8.8%
Value ($000) $14,586 Shares 549,390 Est. Cost $42.53 Unrealized -28.4%
VGIT VANGUARD SCOTTSDALE FDS 4.3%
Value ($000) $7,032 Shares 121,246 Est. Cost $59.32 Unrealized
NE NOBLE CORP PLC F 3.9%
Value ($000) $6,427 Shares 204,677 Est. Cost $33.82 Unrealized -10.1%
CRC CALIFORNIA RES CORP 3.6%
Value ($000) $5,919 Shares 114,074 Est. Cost $49.26 Unrealized +6.0%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $4,568 Shares 42,467 Est. Cost $97.59 Unrealized +15.1%
VGSH VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $4,342 Shares 74,636 Est. Cost $58.51 Unrealized
VAL VALARIS LTD 2.5%
Value ($000) $4,167 Shares 94,193 Est. Cost $60.17 Unrealized -20.0%
MSFT MICROSOFT CORP 2.4%
Value ($000) $3,932 Shares 9,329 Est. Cost $370.26 Unrealized +14.1%
DTF TAX-FREE INCOME 2028 TER 2.2%
Value ($000) $3,696 Shares 329,552 Est. Cost $10.77 Unrealized
NBR NABORS INDUSTRIES LTD 2.2%
Value ($000) $3,584 Shares 62,682 Est. Cost $94.01 Unrealized -24.5%
EXE EXPAND ENERGY CORPORATION 2.2%
Value ($000) $3,550 Shares 35,664 Est. Cost $76.95 Unrealized +16.0%
SOURCE CAPITAL CF 1.9%
Value ($000) $3,115 Shares 71,623 Est. Cost $40.74 Unrealized
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $3,028 Shares 78,977 Est. Cost $41.69 Unrealized -2.8%
AAPL APPLE INC 1.8%
Value ($000) $3,011 Shares 12,022 Est. Cost $183.52 Unrealized +27.8%
JAPAN SMALLER CAPITALIZATION 1.8%
Value ($000) $2,969 Shares 387,063 Est. Cost $7.74 Unrealized
SABA CAPITAL INCOME & OPPORT 1.8%
Value ($000) $2,945 Shares 325,085 Est. Cost $8.51 Unrealized
PAAS PAN AMERN SILVER CORP 1.6%
Value ($000) $2,712 Shares 134,146 Est. Cost $15.76 Unrealized +42.0%
BLACKROCK MUN TARGET TERM TR 1.6%
Value ($000) $2,586 Shares 125,572 Est. Cost $21.40 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $2,401 Shares 12,682 Est. Cost $133.35 Unrealized +30.6%
PTEN PATTERSON-UTI ENERGY INC 1.2%
Value ($000) $1,983 Shares 240,017 Est. Cost $11.16 Unrealized -28.1%
HP HELMERICH & PAYNE INC 1.2%
Value ($000) $1,957 Shares 61,114 Est. Cost $34.58 Unrealized -1.8%
NOV NOV INC 1.1%
Value ($000) $1,790 Shares 122,595 Est. Cost $15.62 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 1.1%
Value ($000) $1,759 Shares 15,048 Est. Cost $144.27 Unrealized -18.0%
TDW TIDEWATER INC NEW 1.0%
Value ($000) $1,643 Shares 30,027 Est. Cost $64.75 Unrealized -12.1%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,546 Shares 1,687 Est. Cost $573.49 Unrealized +60.9%
HAL HALLIBURTON CO 0.9%
Value ($000) $1,530 Shares 56,284 Est. Cost $30.64 Unrealized -7.7%
UAL UNITED AIRLS HLDGS INC 0.9%
Value ($000) $1,498 Shares 15,428 Est. Cost $42.76 Unrealized +97.7%
SDRL SEADRILL 2021 LTD 0.9%
Value ($000) $1,474 Shares 37,851 Est. Cost $43.60 Unrealized -11.1%
AMZN AMAZON COM INC 0.9%
Value ($000) $1,468 Shares 6,690 Est. Cost $143.56 Unrealized +42.5%
WESTERN ASSET HIGH YIELD DEF 0.9%
Value ($000) $1,459 Shares 123,446 Est. Cost $11.96 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $1,402 Shares 7,100 Est. Cost $104.00 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $1,382 Shares 5,960 Est. Cost $147.13 Unrealized +24.3%
NEM NEWMONT CORP 0.8%
Value ($000) $1,314 Shares 35,315 Est. Cost $39.52 Unrealized +12.9%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $1,312 Shares 2,491 Est. Cost $403.01 Unrealized +27.7%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $1,281 Shares 5,346 Est. Cost $144.89 Unrealized +57.4%
TIPZ PIMCO ETF TR 0.8%
Value ($000) $1,265 Shares 24,402 Est. Cost $52.26 Unrealized
INTU INTUIT 0.7%
Value ($000) $1,236 Shares 1,967 Est. Cost $544.67 Unrealized +16.5%
OIS OIL STS INTL INC 0.6%
Value ($000) $945 Shares 186,752 Est. Cost $4.94 Unrealized +0.9%
KW KENNEDY-WILSON HOLDINGS INC 0.6%
Value ($000) $930 Shares 93,107 Est. Cost $10.13 Unrealized +7.8%
DIS DISNEY WALT CO 0.5%
Value ($000) $867 Shares 7,790 Est. Cost $87.22 Unrealized +18.7%
BLACKROCK HEALTH SCIENCES TR 0.5%
Value ($000) $832 Shares 21,943 Est. Cost $37.93 Unrealized
GDX VANECK ETF TRUST 0.5%
Value ($000) $828 Shares 24,415 Est. Cost $32.33 Unrealized
OIH VANECK ETF TRUST 0.5%
Value ($000) $814 Shares 3,000 Est. Cost $309.52 Unrealized
DE DEERE & CO 0.5%
Value ($000) $805 Shares 1,899 Est. Cost $365.14 Unrealized +13.4%
IMO IMPERIAL OIL LTD 0.5%
Value ($000) $768 Shares 12,460 Est. Cost $54.31 Unrealized +29.5%
LBRT LIBERTY ENERGY INC 0.5%
Value ($000) $762 Shares 38,324 Est. Cost $19.00 Unrealized -2.7%
GMOI 2023 ETF SERIES TRUST II 0.5%
Value ($000) $747 Shares 31,471 Est. Cost $23.73 Unrealized
LIN LINDE PLC 0.4%
Value ($000) $738 Shares 1,763 Est. Cost $383.62 Unrealized +17.0%
ORCL ORACLE CORP 0.4%
Value ($000) $737 Shares 4,425 Est. Cost $106.71 Unrealized +64.8%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $734 Shares 3,456 Est. Cost $172.22 Unrealized +25.9%
BAC BANK AMERICA CORP 0.4%
Value ($000) $723 Shares 16,451 Est. Cost $27.61 Unrealized +55.1%
DELL DELL TECHNOLOGIES INC 0.4%
Value ($000) $711 Shares 6,166 Est. Cost $68.27 Unrealized +80.4%
CNQ CANADIAN NAT RES LTD 0.4%
Value ($000) $708 Shares 22,934 Est. Cost $32.68 Unrealized -0.6%
1/100 BERKSHIRE HTWY A CLASS A 0.4%
Value ($000) $681 Shares 100 Est. Cost $6809.20 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $671 Shares 3,525 Est. Cost $134.68 Unrealized +30.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $670 Shares 30,380 Est. Cost $16.25 Unrealized
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $669 Shares 9,042 Est. Cost $58.63 Unrealized +25.9%
XOP SPDR SER TR 0.4%
Value ($000) $662 Shares 5,000 Est. Cost $136.91 Unrealized
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $642 Shares 1,010 Est. Cost $407.15 Unrealized +60.9%
NDAQ NASDAQ INC 0.4%
Value ($000) $638 Shares 8,250 Est. Cost $51.21 Unrealized +48.9%
LOW LOWES COS INC 0.4%
Value ($000) $627 Shares 2,540 Est. Cost $194.73 Unrealized +34.3%
HD HOME DEPOT INC 0.4%
Value ($000) $613 Shares 1,575 Est. Cost $293.72 Unrealized +35.3%
BARRICK GOLD CORP 0.4%
Value ($000) $610 Shares 39,374 Est. Cost $19.89 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $608 Shares 2,334 Est. Cost $255.10 Unrealized +12.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $605 Shares 4,060 Est. Cost $110.43 Unrealized +41.5%
SAP SAP SE 0.4%
Value ($000) $596 Shares 2,420 Est. Cost $154.59 Unrealized
CSX CSX CORP 0.4%
Value ($000) $589 Shares 18,240 Est. Cost $30.86 Unrealized +9.1%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $584 Shares 10,331 Est. Cost $47.02 Unrealized +11.8%
SPROTT FOCUS TR INC 0.4%
Value ($000) $582 Shares 79,586 Est. Cost $7.32 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.3%
Value ($000) $566 Shares 12,035 Est. Cost $35.25 Unrealized +34.6%
ABBV ABBVIE INC 0.3%
Value ($000) $566 Shares 3,183 Est. Cost $135.72 Unrealized +30.7%
TFPM TRIPLE FLAG PRECIOUS METAL 0.3%
Value ($000) $556 Shares 36,940 Est. Cost $13.07 Unrealized +26.7%
UNP UNION PAC CORP 0.3%
Value ($000) $539 Shares 2,365 Est. Cost $209.24 Unrealized +10.0%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $539 Shares 4,395 Est. Cost $119.35 Unrealized +8.2%
RTX RTX CORPORATION 0.3%
Value ($000) $537 Shares 4,640 Est. Cost $75.63 Unrealized +56.4%
CAT CATERPILLAR INC 0.3%
Value ($000) $531 Shares 1,465 Est. Cost $251.22 Unrealized +52.0%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $516 Shares 2,035 Est. Cost $227.33 Unrealized +13.2%
IEI ISHARES TR 0.3%
Value ($000) $515 Shares 4,456 Est. Cost $115.56 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $514 Shares 1,862 Est. Cost $213.74 Unrealized +31.6%
ZM ZOOM COMMUNICATIONS INC 0.3%
Value ($000) $503 Shares 6,168 Est. Cost $62.51 Unrealized +25.8%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $502 Shares 3,467 Est. Cost $138.83 Unrealized +4.8%
TEMPLETON EMERGING MKTS FD 0.3%
Value ($000) $497 Shares 41,553 Est. Cost $11.95 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $473 Shares 910 Est. Cost $480.76 Unrealized +13.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $460 Shares 1,015 Est. Cost $442.18 Unrealized +4.4%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $452 Shares 2,535 Est. Cost $104.53 Unrealized +63.3%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $451 Shares 1,920 Est. Cost $200.12 Unrealized +24.2%
IVE ISHARES TR 0.3%
Value ($000) $446 Shares 2,335 Est. Cost $173.89 Unrealized
MKL MARKEL GROUP INC 0.3%
Value ($000) $444 Shares 257 Est. Cost $1419.34 Unrealized +16.9%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $438 Shares 11,505 Est. Cost $35.90 Unrealized +22.7%
GOVT ISHARES TR 0.3%
Value ($000) $430 Shares 18,733 Est. Cost $22.57 Unrealized
SHEL SHELL PLC 0.3%
Value ($000) $417 Shares 6,655 Est. Cost $65.11 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $416 Shares 4,192 Est. Cost $109.38 Unrealized -6.5%
ROYCE MICRO-CAP TR INC 0.3%
Value ($000) $415 Shares 42,560 Est. Cost $9.28 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $414 Shares 4,848 Est. Cost $57.15 Unrealized +46.8%
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $400 Shares 5,120 Est. Cost $47.96 Unrealized +69.2%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $396 Shares 691 Est. Cost $317.74 Unrealized +71.5%
OSISKO GOLD ROYALTIES LTD 0.2%
Value ($000) $393 Shares 21,686 Est. Cost $14.28 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value ($000) $389 Shares 3,209 Est. Cost $121.70 Unrealized
ABRDN NATL MUN INCOME FD 0.2%
Value ($000) $387 Shares 38,200 Est. Cost $10.21 Unrealized
SBSW SIBANYE STILLWATER LTD 0.2%
Value ($000) $383 Shares 116,153 Est. Cost $5.38 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $372 Shares 11,874 Est. Cost $26.35 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $370 Shares 2,560 Est. Cost $144.30 Unrealized +3.7%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $369 Shares 13,453 Est. Cost $15.38 Unrealized +61.7%
GLD SPDR GOLD TR 0.2%
Value ($000) $363 Shares 1,500 Est. Cost $191.17 Unrealized
FLKR FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $344 Shares 19,762 Est. Cost $21.77 Unrealized
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $328 Shares 1,430 Est. Cost $199.50 Unrealized +13.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $328 Shares 3,828 Est. Cost $88.02 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $323 Shares 8,615 Est. Cost $40.27 Unrealized -0.7%
VFVA VANGUARD WELLINGTON FD 0.2%
Value ($000) $314 Shares 2,656 Est. Cost $113.94 Unrealized
CTVA CORTEVA INC 0.2%
Value ($000) $297 Shares 5,206 Est. Cost $46.55 Unrealized +25.5%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $278 Shares 3,005 Est. Cost $72.19 Unrealized +20.5%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $270 Shares 3,846 Est. Cost $52.72 Unrealized +26.4%
LXU LSB INDS INC 0.2%
Value ($000) $257 Shares 33,877 Est. Cost $8.25 Unrealized +4.1%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $255 Shares 6,310 Est. Cost $35.20 Unrealized
ACDC PROFRAC HLDG CORP 0.1%
Value ($000) $245 Shares 31,616 Est. Cost $8.61 Unrealized -16.6%
SNY SANOFI 0.1%
Value ($000) $236 Shares 4,888 Est. Cost $49.52 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $234 Shares 1,034 Est. Cost $172.33 Unrealized +18.1%
DISV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $220 Shares 8,273 Est. Cost $25.79 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $215 Shares 2,040 Est. Cost $109.35 Unrealized -3.0%
RMD RESMED INC 0.1%
Value ($000) $213 Shares 930 Est. Cost $220.76 Unrealized +8.0%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $202 Shares 2,798 Est. Cost $72.13 Unrealized +6.0%
DEO DIAGEO PLC 0.1%
Value ($000) $202 Shares 1,585 Est. Cost $140.34 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value ($000) $195 Shares 7,500 Est. Cost $26.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $191 Shares 377 Est. Cost $548.30 Unrealized +0.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $186 Shares 1,461 Est. Cost $111.63 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $186 Shares 5,200 Est. Cost $30.35 Unrealized +23.1%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $181 Shares 2,600 Est. Cost $64.05 Unrealized +8.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $180 Shares 1,065 Est. Cost $204.50 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $179 Shares 9,125 Est. Cost $16.05 Unrealized
MAT MATTEL INC 0.1%
Value ($000) $177 Shares 10,000 Est. Cost $19.45 Unrealized -2.8%
IBTH ISHARES TR 0.1%
Value ($000) $175 Shares 7,876 Est. Cost $22.39 Unrealized
DOW DOW INC 0.1%
Value ($000) $174 Shares 4,342 Est. Cost $47.57 Unrealized -9.7%
SGDM SPROTT ETF TRUST 0.1%
Value ($000) $171 Shares 6,175 Est. Cost $30.98 Unrealized
V VISA INC 0.1%
Value ($000) $169 Shares 535 Est. Cost $272.00 Unrealized +9.7%
ABEV AMBEV SA 0.1%
Value ($000) $168 Shares 90,661 Est. Cost $2.05 Unrealized
IBTI ISHARES TR 0.1%
Value ($000) $157 Shares 7,150 Est. Cost $22.11 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value ($000) $155 Shares 6,535 Est. Cost $19.15 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $155 Shares 790 Est. Cost $196.54 Unrealized
BA BOEING CO 0.1%
Value ($000) $143 Shares 810 Est. Cost $171.47 Unrealized -8.5%
BLCO BAUSCH PLUS LOMB CORP 0.1%
Value ($000) $141 Shares 7,806 Est. Cost $16.09 Unrealized +21.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $139 Shares 2,343 Est. Cost $50.45 Unrealized +9.8%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $138 Shares 4,226 Est. Cost $41.80 Unrealized -12.8%
AMLP ALPS ETF TR 0.1%
Value ($000) $132 Shares 2,740 Est. Cost $47.13 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $128 Shares 2,050 Est. Cost $62.32 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $128 Shares 4,997 Est. Cost $24.95 Unrealized -4.2%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $127 Shares 532 Est. Cost $214.15 Unrealized +8.3%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $127 Shares 4,666 Est. Cost $27.32 Unrealized
NICE NICE LTD 0.1%
Value ($000) $124 Shares 730 Est. Cost $173.67 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $122 Shares 1,080 Est. Cost $107.07 Unrealized +5.9%
DINO HF SINCLAIR CORP 0.1%
Value ($000) $122 Shares 3,483 Est. Cost $38.65 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $116 Shares 1,508 Est. Cost $63.85 Unrealized +18.3%
MRK MERCK & CO INC 0.1%
Value ($000) $116 Shares 1,162 Est. Cost $111.74 Unrealized -11.7%
PSX PHILLIPS 66 0.1%
Value ($000) $115 Shares 1,011 Est. Cost $122.03 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $115 Shares 630 Est. Cost $178.61 Unrealized +5.8%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $114 Shares 160 Est. Cost $1106.73 Unrealized -24.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $112 Shares 2,795 Est. Cost $38.39 Unrealized +2.6%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $109 Shares 924 Est. Cost $118.01 Unrealized
RRC RANGE RES CORP 0.1%
Value ($000) $108 Shares 3,000 Est. Cost $30.94 Unrealized +6.9%
UNILEVER PLC 0.1%
Value ($000) $107 Shares 1,882 Est. Cost $64.96 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $105 Shares 1,018 Est. Cost $106.42 Unrealized 0.0%
IBTJ ISHARES TR 0.1%
Value ($000) $103 Shares 4,832 Est. Cost $21.50 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $102 Shares 830 Est. Cost $120.40 Unrealized +2.4%
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $101 Shares 4,370 Est. Cost $26.17 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $101 Shares 2,034 Est. Cost $49.78 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $96 Shares 453 Est. Cost $216.92 Unrealized +0.4%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $91 Shares 1,340 Est. Cost $68.53 Unrealized +8.6%
INTC INTEL CORP 0.1%
Value ($000) $90 Shares 4,467 Est. Cost $37.39 Unrealized -39.7%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $89 Shares 18 Est. Cost $3794.03 Unrealized +25.6%
WESTERN AST INFL LKD OPP & I 0.1%
Value ($000) $89 Shares 10,774 Est. Cost $8.84 Unrealized
ISHARES TR 0.1%
Value ($000) $89 Shares 3,813 Est. Cost $23.28 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $79 Shares 485 Est. Cost $181.33 Unrealized -2.7%
IBTG ISHARES TR 0.0%
Value ($000) $76 Shares 3,346 Est. Cost $22.86 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $76 Shares 335 Est. Cost $227.12 Unrealized -0.8%
QRVO QORVO INC 0.0%
Value ($000) $73 Shares 1,040 Est. Cost $112.31 Unrealized -28.7%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $72 Shares 7,512 Est. Cost $10.45 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $68 Shares 407 Est. Cost $164.23 Unrealized +0.9%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $73.42 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $66 Shares 116 Est. Cost $553.37 Unrealized +0.7%
PFE PFIZER INC 0.0%
Value ($000) $63 Shares 2,361 Est. Cost $26.68 Unrealized -5.9%
AMJB JPMORGAN CHASE FINL CO LLC 0.0%
Value ($000) $62 Shares 2,110 Est. Cost $28.46 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $61 Shares 402 Est. Cost $162.90 Unrealized -3.9%
MLPA GLOBAL X FDS 0.0%
Value ($000) $61 Shares 1,230 Est. Cost $47.98 Unrealized
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $60 Shares 2,457 Est. Cost $25.91 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $58 Shares 1,160 Est. Cost $65.17 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $55 Shares 12,400 Est. Cost $3.42 Unrealized
WKC WORLD KINECT CORPORATION 0.0%
Value ($000) $52 Shares 1,908 Est. Cost $27.67 Unrealized +3.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $52 Shares 1,700 Est. Cost $31.37 Unrealized -2.3%
EWJV ISHARES TR 0.0%
Value ($000) $52 Shares 1,650 Est. Cost $33.02 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $50 Shares 65 Est. Cost $890.31 Unrealized -7.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $48 Shares 1,076 Est. Cost $55.20 Unrealized -2.8%
EWY ISHARES INC 0.0%
Value ($000) $47 Shares 930 Est. Cost $58.34 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $46 Shares 520 Est. Cost $100.60 Unrealized -13.8%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $44 Shares 2,360 Est. Cost $18.27 Unrealized +5.5%
RIO RIO TINTO PLC 0.0%
Value ($000) $43 Shares 738 Est. Cost $62.80 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $43 Shares 691 Est. Cost $64.87 Unrealized -2.8%
MAG SILVER CORP 0.0%
Value ($000) $43 Shares 3,159 Est. Cost $10.58 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $43 Shares 3,431 Est. Cost $10.81 Unrealized +7.6%
T AT&T INC 0.0%
Value ($000) $42 Shares 1,865 Est. Cost $18.78 Unrealized +14.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $42 Shares 145 Est. Cost $266.70 Unrealized +8.8%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $42 Shares 960 Est. Cost $50.67 Unrealized +8.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $41 Shares 115 Est. Cost $340.46 Unrealized +7.6%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $41 Shares 700 Est. Cost $64.74 Unrealized
WMT WALMART INC 0.0%
Value ($000) $41 Shares 456 Est. Cost $72.48 Unrealized +18.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $40 Shares 380 Est. Cost $118.05 Unrealized -6.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $38 Shares 111 Est. Cost $344.92 Unrealized +7.2%
MLPX GLOBAL X FDS 0.0%
Value ($000) $37 Shares 606 Est. Cost $54.43 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $36 Shares 610 Est. Cost $67.18 Unrealized -5.3%
ECL ECOLAB INC 0.0%
Value ($000) $36 Shares 155 Est. Cost $241.07 Unrealized +1.8%
PPG PPG INDS INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $122.00 Unrealized -0.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $34 Shares 250 Est. Cost $154.02 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $34 Shares 717 Est. Cost $52.13 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $33 Shares 280 Est. Cost $102.34 Unrealized +12.2%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $31 Shares 564 Est. Cost $40.09 Unrealized +30.0%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $29 Shares 1,600 Est. Cost $18.50 Unrealized
AU ANGLOGOLD ASHANTI PLC F 0.0%
Value ($000) $29 Shares 1,270 Est. Cost $24.87 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $29 Shares 131 Est. Cost $188.97 Unrealized +14.5%
EQT EQT CORP 0.0%
Value ($000) $28 Shares 615 Est. Cost $33.40 Unrealized +21.8%
WESTERN ASSET INVEST GR 0.0%
Value ($000) $28 Shares 1,714 Est. Cost $16.31 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $28 Shares 1,309 Est. Cost $20.44 Unrealized 0.0%
PROMIS NEUROSCIENCES INC 0.0%
Value ($000) $28 Shares 29,416 Est. Cost $0.95 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $28 Shares 431 Est. Cost $62.86 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $27 Shares 1,430 Est. Cost $23.49 Unrealized -17.1%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $27 Shares 750 Est. Cost $38.08 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $25 Shares 135 Est. Cost $210.79 Unrealized -5.9%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $23 Shares 990 Est. Cost $24.09 Unrealized +3.7%
HMY HARMONY GOLD MINING CO LTD 0.0%
Value ($000) $23 Shares 2,853 Est. Cost $10.17 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $22 Shares 85 Est. Cost $286.51 Unrealized -1.6%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $120.24 Unrealized -2.4%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $21 Shares 258 Est. Cost $89.80 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $20 Shares 105 Est. Cost $172.85 Unrealized +9.8%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $20 Shares 122 Est. Cost $185.12 Unrealized -7.7%
IWS ISHARES TR 0.0%
Value ($000) $19 Shares 148 Est. Cost $132.25 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $18 Shares 80 Est. Cost $187.42 Unrealized +19.2%
TOTALENERGIES SE 0.0%
Value ($000) $17 Shares 320 Est. Cost $64.62 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $17 Shares 180 Est. Cost $93.03 Unrealized +5.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $17 Shares 75 Est. Cost $240.22 Unrealized -3.7%
CNX CNX RES CORP 0.0%
Value ($000) $17 Shares 450 Est. Cost $26.93 Unrealized +36.8%
SHY ISHARES TR 0.0%
Value ($000) $16 Shares 200 Est. Cost $83.15 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $16 Shares 380 Est. Cost $35.52 Unrealized +10.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $16 Shares 600 Est. Cost $28.41 Unrealized
BP BP PLC 0.0%
Value ($000) $15 Shares 510 Est. Cost $31.39 Unrealized
SITIO ROYALTIES CORP NEWCLASS A 0.0%
Value ($000) $15 Shares 768 Est. Cost $19.18 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $15 Shares 315 Est. Cost $41.31 Unrealized +10.3%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $15 Shares 340 Est. Cost $48.81 Unrealized
GOEX GLOBAL X FDS 0.0%
Value ($000) $14 Shares 480 Est. Cost $33.31 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $93.04 Unrealized +0.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $14 Shares 59 Est. Cost $262.43 Unrealized -7.0%
BIIB BIOGEN INC 0.0%
Value ($000) $13 Shares 84 Est. Cost $245.62 Unrealized -31.3%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $13 Shares 128 Est. Cost $100.29 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $12 Shares 95 Est. Cost $109.58 Unrealized +7.6%
SII SPROTT INC 0.0%
Value ($000) $11 Shares 270 Est. Cost $41.37 Unrealized +4.8%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $228.65 Unrealized +12.6%
MOS MOSAIC CO NEW 0.0%
Value ($000) $11 Shares 445 Est. Cost $26.14 Unrealized -3.6%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $9.44 Unrealized -3.2%
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $11 Shares 375 Est. Cost $30.50 Unrealized
XES SPDR SER TR 0.0%
Value ($000) $9 Shares 115 Est. Cost $80.77 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $9 Shares 32 Est. Cost $335.01 Unrealized -7.0%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $9 Shares 100 Est. Cost $93.43 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $8 Shares 185 Est. Cost $46.15 Unrealized -0.4%
DAVA ENDAVA PLC 0.0%
Value ($000) $8 Shares 250 Est. Cost $30.90 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $7 Shares 310 Est. Cost $26.35 Unrealized -16.0%
GEF GREIF INC 0.0%
Value ($000) $7 Shares 115 Est. Cost $58.31 Unrealized +7.3%
EFA ISHARES TR 0.0%
Value ($000) $7 Shares 91 Est. Cost $83.63 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $7 Shares 86 Est. Cost $72.12 Unrealized +2.5%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $6 Shares 597 Est. Cost $7.81 Unrealized +18.9%
NG NOVAGOLD RES INC 0.0%
Value ($000) $6 Shares 1,856 Est. Cost $4.25 Unrealized -16.8%
WFG WEST FRASER TIMBER CO LTD 0.0%
Value ($000) $6 Shares 65 Est. Cost $85.69 Unrealized +9.4%
RWT REDWOOD TRUST INC 0.0%
Value ($000) $6 Shares 850 Est. Cost $7.73 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $5 Shares 102 Est. Cost $57.41 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.53 Unrealized +7.2%
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $5 Shares 333 Est. Cost $17.12 Unrealized -6.4%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.47 Unrealized +11.6%
HESS CORP 0.0%
Value ($000) $5 Shares 37 Est. Cost $135.81 Unrealized
NORDSTROM INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.49 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $5 Shares 170 Est. Cost $29.01 Unrealized -1.7%
DGII DIGI INTL INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.37 Unrealized +18.2%
GSK GSK PLC 0.0%
Value ($000) $5 Shares 134 Est. Cost $40.88 Unrealized
SILVERCREST METALS INC 0.0%
Value ($000) $4 Shares 450 Est. Cost $9.25 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $4 Shares 49 Est. Cost $76.62 Unrealized +9.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4 Shares 11 Est. Cost $322.76 Unrealized +9.9%
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $3 Shares 120 Est. Cost $30.42 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $480.37 Unrealized -3.5%
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $3 Shares 560 Est. Cost $5.10 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value ($000) $3 Shares 35 Est. Cost $97.72 Unrealized -13.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.90 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $348.89 Unrealized -24.4%
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.65 Unrealized -1.0%
SILJ AMPLIFY ETF TR 0.0%
Value ($000) $2 Shares 243 Est. Cost $12.89 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $120.53 Unrealized +1.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $485.80 Unrealized -9.7%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.72 Unrealized -0.7%
VLTO VERALTO CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.00 Unrealized +0.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $109.82 Unrealized +9.8%
ZIMVIE INC 0.0%
Value ($000) $2 Shares 128 Est. Cost $15.87 Unrealized
SOBO SOUTH BOW CORP 0.0%
Value ($000) $1 Shares 63 Est. Cost $22.97 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $78.83 Unrealized +11.7%
MORGAN STANLEY INDIA INVT FD 0.0%
Value ($000) $1 Shares 50 Est. Cost $30.08 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 15 Est. Cost $79.41 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $98.92 Unrealized -5.9%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $236.05 Unrealized -10.7%
FMC FMC CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $57.03 Unrealized -3.8%
IWD ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $189.80 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $259.43 Unrealized +6.4%
EATON VANCE MUN INCOME 2028 0.0%
Value ($000) $1 Shares 44 Est. Cost $17.34 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 2 Est. Cost $336.34 Unrealized +7.5%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 45 Est. Cost $19.71 Unrealized -20.1%
MINT PIMCO ETF TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.60 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $163.95 Unrealized -9.2%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $13.67 Unrealized +13.7%
AON AON PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $324.38 Unrealized +12.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $55.40 Unrealized -11.1%
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.97 Unrealized +3.9%