Atlantic Edge Private Wealth Management, LLC Diversified Active

CIK: 0002011145 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 6, 2024

Total Value ($000): $328,526 (100.0% shares, 0.0% debt)

Holdings (494)

IEFA ISHARES TR 6.1%
Value ($000) $20,045 Shares 256,824 Est. Cost $71.41 Unrealized
IJH ISHARES TR 5.7%
Value ($000) $18,711 Shares 300,241 Est. Cost $96.23 Unrealized
EMXC ISHARES INC 4.5%
Value ($000) $14,805 Shares 242,270 Est. Cost $56.44 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 4.3%
Value ($000) $14,073 Shares 24,704 Est. Cost $507.38 Unrealized
MINT PIMCO ETF TR 3.8%
Value ($000) $12,439 Shares 123,537 Est. Cost $99.84 Unrealized
UITB VICTORY PORTFOLIOS II 3.6%
Value ($000) $11,818 Shares 246,564 Est. Cost $46.46 Unrealized
ANGL VANECK ETF TRUST 3.3%
Value ($000) $10,963 Shares 372,750 Est. Cost $28.79 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $10,930 Shares 46,908 Est. Cost $182.34 Unrealized +21.7%
RSP INVESCO EXCHANGE TRADED FD T 3.0%
Value ($000) $9,989 Shares 55,757 Est. Cost $163.82 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 3.0%
Value ($000) $9,828 Shares 123,749 Est. Cost $77.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.8%
Value ($000) $9,101 Shares 190,198 Est. Cost $42.49 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $8,598 Shares 14,906 Est. Cost $480.21 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $6,024 Shares 49,605 Est. Cost $95.35 Unrealized +23.8%
KLAC KLA CORP 1.8%
Value ($000) $5,821 Shares 7,517 Est. Cost $513.61 Unrealized +50.9%
MSFT MICROSOFT CORP 1.7%
Value ($000) $5,714 Shares 13,280 Est. Cost $352.52 Unrealized +20.0%
EFA ISHARES TR 1.3%
Value ($000) $4,341 Shares 51,910 Est. Cost $75.35 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $4,064 Shares 7,099 Est. Cost $331.02 Unrealized +54.7%
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $3,744 Shares 17,756 Est. Cost $147.08 Unrealized +39.4%
GOOGL ALPHABET INC 1.1%
Value ($000) $3,729 Shares 22,483 Est. Cost $134.31 Unrealized +24.1%
FISV FISERV INC 1.1%
Value ($000) $3,541 Shares 19,710 Est. Cost $123.10 Unrealized +34.0%
AMD ADVANCED MICRO DEVICES INC 1.1%
Value ($000) $3,498 Shares 21,316 Est. Cost $151.56 Unrealized +0.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.0%
Value ($000) $3,425 Shares 19,722 Est. Cost $173.68 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $3,291 Shares 8,767 Est. Cost $303.17 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $3,122 Shares 5,047 Est. Cost $485.67 Unrealized +21.3%
DHI D R HORTON INC 0.9%
Value ($000) $3,053 Shares 16,006 Est. Cost $123.11 Unrealized +40.7%
ADBE ADOBE INC 0.8%
Value ($000) $2,787 Shares 5,383 Est. Cost $575.36 Unrealized -4.7%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $2,750 Shares 5,569 Est. Cost $398.70 Unrealized +15.8%
MCK MCKESSON CORP 0.8%
Value ($000) $2,738 Shares 5,537 Est. Cost $453.39 Unrealized +22.1%
URI UNITED RENTALS INC 0.8%
Value ($000) $2,726 Shares 3,366 Est. Cost $472.65 Unrealized +50.4%
LOW LOWES COS INC 0.8%
Value ($000) $2,714 Shares 10,018 Est. Cost $198.54 Unrealized +18.9%
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $2,644 Shares 5,628 Est. Cost $337.62 Unrealized +26.3%
ROP ROPER TECHNOLOGIES INC 0.8%
Value ($000) $2,610 Shares 4,690 Est. Cost $511.84 Unrealized +6.4%
PWR QUANTA SVCS INC 0.8%
Value ($000) $2,561 Shares 8,590 Est. Cost $190.15 Unrealized +38.8%
VSLU ETF OPPORTUNITIES TRUST 0.8%
Value ($000) $2,466 Shares 68,516 Est. Cost $33.95 Unrealized
PFF ISHARES TR 0.7%
Value ($000) $2,463 Shares 74,126 Est. Cost $31.19 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $2,428 Shares 45,624 Est. Cost $47.91 Unrealized -2.3%
DHR DANAHER CORPORATION 0.7%
Value ($000) $2,385 Shares 8,579 Est. Cost $213.83 Unrealized +22.7%
TGT TARGET CORP 0.7%
Value ($000) $2,253 Shares 14,456 Est. Cost $115.15 Unrealized +22.5%
HPQ HP INC 0.6%
Value ($000) $2,093 Shares 58,351 Est. Cost $26.30 Unrealized +26.4%
TRV TRAVELERS COMPANIES INC 0.6%
Value ($000) $2,083 Shares 8,898 Est. Cost $170.09 Unrealized +26.6%
SYK STRYKER CORPORATION 0.6%
Value ($000) $2,017 Shares 5,584 Est. Cost $278.28 Unrealized +22.3%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,990 Shares 9,000 Est. Cost $148.40 Unrealized +27.3%
DRI DARDEN RESTAURANTS INC 0.6%
Value ($000) $1,982 Shares 12,074 Est. Cost $142.65 Unrealized +2.0%
WAB WABTEC 0.6%
Value ($000) $1,966 Shares 10,814 Est. Cost $112.41 Unrealized +45.0%
IEMG ISHARES INC 0.6%
Value ($000) $1,827 Shares 31,817 Est. Cost $53.57 Unrealized
CMI CUMMINS INC 0.5%
Value ($000) $1,782 Shares 5,503 Est. Cost $220.60 Unrealized +30.5%
REGN REGENERON PHARMACEUTICALS 0.5%
Value ($000) $1,769 Shares 1,683 Est. Cost $832.70 Unrealized +32.9%
KDP KEURIG DR PEPPER INC 0.5%
Value ($000) $1,712 Shares 45,683 Est. Cost $33.64 Unrealized 0.0%
IJR ISHARES TR 0.5%
Value ($000) $1,694 Shares 14,481 Est. Cost $108.18 Unrealized
APTIV PLC 0.5%
Value ($000) $1,687 Shares 23,431 Est. Cost $79.32 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.5%
Value ($000) $1,681 Shares 20,939 Est. Cost $77.60 Unrealized +2.1%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,661 Shares 8,385 Est. Cost $170.40 Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $1,606 Shares 6,517 Est. Cost $211.59 Unrealized +10.9%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,603 Shares 2,794 Est. Cost $475.31 Unrealized
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,548 Shares 39,002 Est. Cost $28.21 Unrealized +37.4%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $1,490 Shares 28,213 Est. Cost $48.07 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $1,473 Shares 15,382 Est. Cost $75.10 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $1,470 Shares 12,947 Est. Cost $99.02 Unrealized +14.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $1,431 Shares 16,035 Est. Cost $58.63 Unrealized +30.2%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,417 Shares 3,712 Est. Cost $340.80 Unrealized +1.2%
INCY INCYTE CORP 0.4%
Value ($000) $1,348 Shares 20,386 Est. Cost $60.02 Unrealized +6.2%
MET METLIFE INC 0.4%
Value ($000) $1,296 Shares 15,707 Est. Cost $59.73 Unrealized +20.3%
HST HOST HOTELS & RESORTS INC 0.4%
Value ($000) $1,290 Shares 73,268 Est. Cost $15.46 Unrealized +3.1%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,278 Shares 8,677 Est. Cost $137.82 Unrealized +1.6%
EFV ISHARES TR 0.4%
Value ($000) $1,255 Shares 21,812 Est. Cost $52.10 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,159 Shares 2,197 Est. Cost $449.67 Unrealized
LKQ LKQ CORP 0.4%
Value ($000) $1,153 Shares 28,883 Est. Cost $43.66 Unrealized -9.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,111 Shares 24,741 Est. Cost $33.21 Unrealized +15.6%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,102 Shares 1,244 Est. Cost $575.10 Unrealized +54.8%
IUSV ISHARES TR 0.3%
Value ($000) $1,077 Shares 11,281 Est. Cost $87.90 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,073 Shares 1,513 Est. Cost $56.25 Unrealized +18.9%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $1,065 Shares 4,132 Est. Cost $229.56 Unrealized +4.6%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,015 Shares 7,516 Est. Cost $120.67 Unrealized +15.5%
DIS DISNEY WALT CO 0.3%
Value ($000) $966 Shares 10,048 Est. Cost $88.80 Unrealized +2.0%
SHM SPDR SER TR 0.3%
Value ($000) $936 Shares 19,446 Est. Cost $47.79 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $934 Shares 2,432 Est. Cost $324.48 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $916 Shares 4,647 Est. Cost $174.71 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $906 Shares 7,330 Est. Cost $114.04 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $880 Shares 8,357 Est. Cost $109.55 Unrealized -4.1%
DTE DTE ENERGY CO 0.3%
Value ($000) $840 Shares 6,545 Est. Cost $96.69 Unrealized +18.8%
IJK ISHARES TR 0.2%
Value ($000) $793 Shares 8,623 Est. Cost $79.39 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $782 Shares 2,761 Est. Cost $244.98 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $723 Shares 2,910 Est. Cost $198.52 Unrealized +15.7%
ETN EATON CORP PLC 0.2%
Value ($000) $688 Shares 2,076 Est. Cost $222.19 Unrealized +35.6%
HD HOME DEPOT INC 0.2%
Value ($000) $657 Shares 1,621 Est. Cost $293.72 Unrealized +20.1%
CVS CVS HEALTH CORP 0.2%
Value ($000) $651 Shares 10,359 Est. Cost $65.71 Unrealized -16.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $630 Shares 2,535 Est. Cost $203.16 Unrealized +14.7%
RTX RTX CORPORATION 0.2%
Value ($000) $628 Shares 5,187 Est. Cost $77.33 Unrealized +43.6%
CE CELANESE CORP DEL 0.2%
Value ($000) $598 Shares 4,397 Est. Cost $130.35 Unrealized -0.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $596 Shares 3,196 Est. Cost $140.18 Unrealized +30.2%
ABBV ABBVIE INC 0.2%
Value ($000) $568 Shares 2,875 Est. Cost $148.20 Unrealized +20.6%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.2%
Value ($000) $539 Shares 14,650 Est. Cost $35.54 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $478 Shares 2,935 Est. Cost $143.68 Unrealized +14.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $449 Shares 2,770 Est. Cost $143.73 Unrealized +6.2%
IJT ISHARES TR 0.1%
Value ($000) $429 Shares 3,077 Est. Cost $125.53 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $421 Shares 1,190 Est. Cost $313.84 Unrealized +2.8%
PCAR PACCAR INC 0.1%
Value ($000) $419 Shares 4,251 Est. Cost $82.85 Unrealized +11.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $418 Shares 1,853 Est. Cost $197.02 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $402 Shares 4,557 Est. Cost $79.95 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $387 Shares 2,236 Est. Cost $142.15 Unrealized +15.5%
IGSB ISHARES TR 0.1%
Value ($000) $373 Shares 7,078 Est. Cost $51.28 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $368 Shares 2,200 Est. Cost $134.68 Unrealized +24.9%
ABCB AMERIS BANCORP 0.1%
Value ($000) $349 Shares 5,587 Est. Cost $41.67 Unrealized +38.0%
DE DEERE & CO 0.1%
Value ($000) $345 Shares 826 Est. Cost $365.14 Unrealized +1.1%
EEM ISHARES TR 0.1%
Value ($000) $345 Shares 7,515 Est. Cost $40.23 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $345 Shares 1,560 Est. Cost $201.22 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $339 Shares 1,052 Est. Cost $260.84 Unrealized +20.1%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $329 Shares 2,714 Est. Cost $87.51 Unrealized +26.3%
IYW ISHARES TR 0.1%
Value ($000) $324 Shares 2,140 Est. Cost $122.75 Unrealized
VOX VANGUARD WORLD FD 0.1%
Value ($000) $321 Shares 2,210 Est. Cost $117.72 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $315 Shares 2,760 Est. Cost $99.19 Unrealized +7.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $299 Shares 2,465 Est. Cost $84.91 Unrealized +29.3%
NVS NOVARTIS AG 0.1%
Value ($000) $294 Shares 2,555 Est. Cost $101.51 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $276 Shares 2,566 Est. Cost $103.27 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $275 Shares 3,113 Est. Cost $64.96 Unrealized +21.2%
ORCL ORACLE CORP 0.1%
Value ($000) $267 Shares 1,567 Est. Cost $107.12 Unrealized +33.6%
VLTO VERALTO CORP 0.1%
Value ($000) $267 Shares 2,385 Est. Cost $73.75 Unrealized +42.4%
SRE SEMPRA 0.1%
Value ($000) $260 Shares 3,110 Est. Cost $68.48 Unrealized +11.5%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $259 Shares 3,227 Est. Cost $64.09 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $255 Shares 2,614 Est. Cost $88.65 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $248 Shares 3,083 Est. Cost $51.55 Unrealized +32.9%
UNILEVER PLC 0.1%
Value ($000) $233 Shares 3,587 Est. Cost $51.98 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $230 Shares 2,400 Est. Cost $80.03 Unrealized +6.4%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $228 Shares 1,350 Est. Cost $108.32 Unrealized +36.3%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $226 Shares 1,096 Est. Cost $146.20 Unrealized +32.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $225 Shares 2,667 Est. Cost $54.85 Unrealized +36.5%
V VISA INC 0.1%
Value ($000) $221 Shares 805 Est. Cost $244.18 Unrealized +9.6%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $219 Shares 2,275 Est. Cost $85.54 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $216 Shares 1,842 Est. Cost $97.82 Unrealized +12.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $213 Shares 364 Est. Cost $516.59 Unrealized +6.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $200 Shares 404 Est. Cost $320.36 Unrealized +48.3%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $181 Shares 2,410 Est. Cost $73.55 Unrealized
IYJ ISHARES TR 0.1%
Value ($000) $179 Shares 1,340 Est. Cost $114.36 Unrealized
ARM ARM HOLDINGS PLC 0.1%
Value ($000) $179 Shares 1,250 Est. Cost $163.62 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $171 Shares 705 Est. Cost $191.17 Unrealized
IDU ISHARES TR 0.1%
Value ($000) $171 Shares 1,675 Est. Cost $79.93 Unrealized
WMT WALMART INC 0.0%
Value ($000) $160 Shares 1,987 Est. Cost $54.58 Unrealized +32.8%
IYH ISHARES TR 0.0%
Value ($000) $158 Shares 2,425 Est. Cost $106.77 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $158 Shares 2,900 Est. Cost $53.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $154 Shares 335 Est. Cost $363.49 Unrealized +21.6%
BKCH GLOBAL X FDS 0.0%
Value ($000) $154 Shares 3,275 Est. Cost $46.24 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $146 Shares 1,988 Est. Cost $68.90 Unrealized -2.5%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $139 Shares 157 Est. Cost $613.90 Unrealized +40.4%
SUB ISHARES TR 0.0%
Value ($000) $138 Shares 1,300 Est. Cost $105.43 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $136 Shares 1,079 Est. Cost $117.60 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $135 Shares 3,000 Est. Cost $42.85 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $134 Shares 3,266 Est. Cost $36.96 Unrealized
CSX CSX CORP 0.0%
Value ($000) $134 Shares 3,875 Est. Cost $30.86 Unrealized +7.6%
IWP ISHARES TR 0.0%
Value ($000) $134 Shares 1,140 Est. Cost $104.46 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $132 Shares 1,299 Est. Cost $99.26 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $130 Shares 3,205 Est. Cost $31.31 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $123 Shares 2,871 Est. Cost $31.36 Unrealized +26.2%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $123 Shares 435 Est. Cost $250.70 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $119 Shares 690 Est. Cost $154.32 Unrealized +2.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $119 Shares 2,300 Est. Cost $45.56 Unrealized -4.2%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $115 Shares 2,821 Est. Cost $35.20 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $114 Shares 653 Est. Cost $158.22 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $114 Shares 615 Est. Cost $121.67 Unrealized +37.7%
NUE NUCOR CORP 0.0%
Value ($000) $113 Shares 752 Est. Cost $153.29 Unrealized -4.2%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $111 Shares 1,090 Est. Cost $93.65 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $108 Shares 1,041 Est. Cost $80.24 Unrealized +15.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $102 Shares 374 Est. Cost $163.01 Unrealized +50.4%
AZO AUTOZONE INC 0.0%
Value ($000) $101 Shares 32 Est. Cost $2593.50 Unrealized +18.4%
IAU ISHARES GOLD TR 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $39.03 Unrealized
BA BOEING CO 0.0%
Value ($000) $98 Shares 644 Est. Cost $210.88 Unrealized -18.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $96 Shares 371 Est. Cost $115.14 Unrealized +71.2%
FDX FEDEX CORP 0.0%
Value ($000) $93 Shares 339 Est. Cost $243.02 Unrealized +15.7%
EFG ISHARES TR 0.0%
Value ($000) $93 Shares 860 Est. Cost $100.36 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $92 Shares 1,275 Est. Cost $53.26 Unrealized +23.3%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $89 Shares 443 Est. Cost $182.85 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $86 Shares 1,300 Est. Cost $65.80 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $86 Shares 825 Est. Cost $85.41 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $83 Shares 717 Est. Cost $88.86 Unrealized +19.2%
IYK ISHARES TR 0.0%
Value ($000) $79 Shares 1,125 Est. Cost $108.99 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $78 Shares 450 Est. Cost $137.07 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $74 Shares 490 Est. Cost $138.16 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $73 Shares 901 Est. Cost $47.96 Unrealized +58.2%
INGR INGREDION INC 0.0%
Value ($000) $72 Shares 525 Est. Cost $127.20 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $72 Shares 450 Est. Cost $144.07 Unrealized +5.9%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $69 Shares 600 Est. Cost $92.16 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 792 Est. Cost $73.10 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $66 Shares 1,300 Est. Cost $49.20 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $65 Shares 630 Est. Cost $102.58 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $65 Shares 258 Est. Cost $208.58 Unrealized +17.9%
HAS HASBRO INC 0.0%
Value ($000) $62 Shares 860 Est. Cost $47.79 Unrealized +28.4%
TSLA TESLA INC 0.0%
Value ($000) $62 Shares 237 Est. Cost $237.66 Unrealized -4.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $62 Shares 127 Est. Cost $414.47 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $61 Shares 105 Est. Cost $434.67 Unrealized +18.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $54.98 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $59 Shares 222 Est. Cost $237.54 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $58 Shares 525 Est. Cost $92.26 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $57 Shares 1,261 Est. Cost $38.35 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $57 Shares 628 Est. Cost $71.45 Unrealized +13.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $56 Shares 541 Est. Cost $78.82 Unrealized +25.5%
FTV FORTIVE CORP 0.0%
Value ($000) $56 Shares 711 Est. Cost $52.24 Unrealized +4.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $56 Shares 184 Est. Cost $261.03 Unrealized +2.2%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $54 Shares 350 Est. Cost $83.33 Unrealized +62.7%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $53 Shares 858 Est. Cost $38.82 Unrealized +32.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $53 Shares 1,513 Est. Cost $32.24 Unrealized -1.3%
IYE ISHARES TR 0.0%
Value ($000) $53 Shares 1,140 Est. Cost $44.12 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $53 Shares 470 Est. Cost $89.58 Unrealized +10.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $52 Shares 173 Est. Cost $270.55 Unrealized +5.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $51 Shares 585 Est. Cost $84.72 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $51 Shares 580 Est. Cost $75.77 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $49 Shares 225 Est. Cost $190.96 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $49 Shares 93 Est. Cost $452.04 Unrealized +5.7%
LAM RESEARCH CORP 0.0%
Value ($000) $49 Shares 60 Est. Cost $830.19 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $49 Shares 570 Est. Cost $75.58 Unrealized -1.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $47 Shares 231 Est. Cost $157.40 Unrealized +28.6%
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $47 Shares 1,288 Est. Cost $24.88 Unrealized +23.5%
UGI UGI CORP NEW 0.0%
Value ($000) $46 Shares 1,830 Est. Cost $23.22 Unrealized +3.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $45 Shares 216 Est. Cost $172.33 Unrealized +9.3%
SLV ISHARES SILVER TR 0.0%
Value ($000) $44 Shares 1,550 Est. Cost $21.78 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 176 Est. Cost $220.45 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $41 Shares 1,025 Est. Cost $31.01 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $41 Shares 100 Est. Cost $242.98 Unrealized +49.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $40 Shares 783 Est. Cost $35.60 Unrealized +27.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $39 Shares 2,425 Est. Cost $13.80 Unrealized
RMD RESMED INC 0.0%
Value ($000) $39 Shares 159 Est. Cost $150.68 Unrealized +46.5%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $39 Shares 325 Est. Cost $118.56 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $38 Shares 533 Est. Cost $43.67 Unrealized +46.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $38 Shares 366 Est. Cost $83.05 Unrealized +13.7%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $38 Shares 281 Est. Cost $106.28 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $37 Shares 80 Est. Cost $426.34 Unrealized +12.7%
RNST RENASANT CORP 0.0%
Value ($000) $36 Shares 1,098 Est. Cost $28.03 Unrealized +18.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $33 Shares 145 Est. Cost $220.13 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $33 Shares 192 Est. Cost $159.17 Unrealized +2.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $32 Shares 415 Est. Cost $67.35 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $32 Shares 290 Est. Cost $109.33 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $32 Shares 615 Est. Cost $47.24 Unrealized
FFIV F5 INC 0.0%
Value ($000) $31 Shares 140 Est. Cost $163.14 Unrealized +18.8%
GE GE AEROSPACE 0.0%
Value ($000) $31 Shares 163 Est. Cost $136.09 Unrealized +23.4%
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value ($000) $30 Shares 125 Est. Cost $211.37 Unrealized +11.5%
USB US BANCORP DEL 0.0%
Value ($000) $30 Shares 650 Est. Cost $33.10 Unrealized +24.2%
UNM UNUM GROUP 0.0%
Value ($000) $30 Shares 500 Est. Cost $45.55 Unrealized +19.2%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $29 Shares 107 Est. Cost $269.06 Unrealized +2.7%
PSX PHILLIPS 66 0.0%
Value ($000) $29 Shares 219 Est. Cost $123.65 Unrealized +3.8%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $29 Shares 135 Est. Cost $189.94 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $27 Shares 600 Est. Cost $30.24 Unrealized +51.1%
MS MORGAN STANLEY 0.0%
Value ($000) $27 Shares 255 Est. Cost $74.81 Unrealized +29.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 320 Est. Cost $80.78 Unrealized
BLACKROCK INC 0.0%
Value ($000) $26 Shares 27 Est. Cost $902.34 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $26 Shares 52 Est. Cost $298.09 Unrealized +56.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $25 Shares 65 Est. Cost $263.62 Unrealized +28.5%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $25 Shares 600 Est. Cost $40.09 Unrealized -5.8%
IWN ISHARES TR 0.0%
Value ($000) $25 Shares 148 Est. Cost $154.49 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $24 Shares 93 Est. Cost $237.29 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $24 Shares 86 Est. Cost $253.49 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 350 Est. Cost $56.40 Unrealized
MMM 3M CO 0.0%
Value ($000) $23 Shares 170 Est. Cost $86.56 Unrealized +37.6%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $23 Shares 792 Est. Cost $24.79 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $23 Shares 357 Est. Cost $57.99 Unrealized
DDS DILLARDS INC 0.0%
Value ($000) $23 Shares 60 Est. Cost $390.12 Unrealized -11.7%
LIN LINDE PLC 0.0%
Value ($000) $23 Shares 48 Est. Cost $447.95 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $23 Shares 1,346 Est. Cost $10.69 Unrealized +39.1%
EPR EPR PPTYS 0.0%
Value ($000) $22 Shares 450 Est. Cost $48.45 Unrealized
DBEM DBX ETF TR 0.0%
Value ($000) $22 Shares 838 Est. Cost $23.07 Unrealized
GLW CORNING INC 0.0%
Value ($000) $22 Shares 487 Est. Cost $27.12 Unrealized +50.6%
IUSG ISHARES TR 0.0%
Value ($000) $22 Shares 165 Est. Cost $131.92 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $22 Shares 90 Est. Cost $236.50 Unrealized -3.8%
PPL PPL CORP 0.0%
Value ($000) $22 Shares 653 Est. Cost $23.57 Unrealized +24.0%
WELL WELLTOWER INC 0.0%
Value ($000) $21 Shares 166 Est. Cost $83.03 Unrealized +37.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $21 Shares 230 Est. Cost $60.36 Unrealized +35.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $21 Shares 412 Est. Cost $42.84 Unrealized +3.3%
IWB ISHARES TR 0.0%
Value ($000) $20 Shares 65 Est. Cost $262.26 Unrealized
BP BP PLC 0.0%
Value ($000) $20 Shares 650 Est. Cost $35.40 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 196 Est. Cost $82.89 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $20 Shares 350 Est. Cost $62.03 Unrealized -10.8%
MHK MOHAWK INDS INC 0.0%
Value ($000) $20 Shares 125 Est. Cost $87.55 Unrealized +64.4%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $20 Shares 675 Est. Cost $25.18 Unrealized +6.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $20 Shares 85 Est. Cost $162.29 Unrealized +32.9%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $20 Shares 800 Est. Cost $19.15 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 213 Est. Cost $90.40 Unrealized
UPBD UPBOUND GROUP INC 0.0%
Value ($000) $19 Shares 600 Est. Cost $29.78 Unrealized +7.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $19 Shares 75 Est. Cost $159.80 Unrealized +34.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 80 Est. Cost $224.65 Unrealized 0.0%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 445 Est. Cost $37.49 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $18 Shares 62 Est. Cost $263.17 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $18 Shares 130 Est. Cost $119.71 Unrealized +8.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $18 Shares 350 Est. Cost $58.62 Unrealized -5.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $18 Shares 277 Est. Cost $56.12 Unrealized +15.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $200.30 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $18 Shares 100 Est. Cost $100.17 Unrealized +59.0%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $18 Shares 291 Est. Cost $59.06 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $17 Shares 120 Est. Cost $83.60 Unrealized +50.4%
KR KROGER CO 0.0%
Value ($000) $17 Shares 300 Est. Cost $42.39 Unrealized +23.0%
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 274 Est. Cost $42.69 Unrealized +39.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $118.34 Unrealized +44.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $17 Shares 126 Est. Cost $121.91 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 233 Est. Cost $61.94 Unrealized
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $17 Shares 900 Est. Cost $14.28 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $17 Shares 16 Est. Cost $956.89 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $17 Shares 32 Est. Cost $489.86 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value ($000) $16 Shares 58 Est. Cost $262.84 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $16 Shares 56 Est. Cost $270.79 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 79 Est. Cost $180.20 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $16 Shares 500 Est. Cost $21.24 Unrealized +35.7%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $16 Shares 550 Est. Cost $30.27 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $15 Shares 32 Est. Cost $418.21 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $14 Shares 494 Est. Cost $26.40 Unrealized +1.1%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 Shares 227 Est. Cost $56.14 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $14 Shares 75 Est. Cost $124.75 Unrealized +38.6%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $14 Shares 2,400 Est. Cost $4.57 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $14 Shares 40 Est. Cost $154.68 Unrealized +8.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $132.12 Unrealized -8.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $13 Shares 25 Est. Cost $445.31 Unrealized +20.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $13 Shares 122 Est. Cost $105.08 Unrealized 0.0%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 357 Est. Cost $33.73 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $13 Shares 125 Est. Cost $77.51 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $13 Shares 90 Est. Cost $120.02 Unrealized +14.4%
XOP SPDR SER TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $136.91 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $13 Shares 111 Est. Cost $72.47 Unrealized +47.7%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $13 Shares 35 Est. Cost $242.81 Unrealized +26.3%
CMRE COSTAMARE INC 0.0%
Value ($000) $13 Shares 800 Est. Cost $9.00 Unrealized +54.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $13 Shares 150 Est. Cost $53.38 Unrealized +47.7%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $13 Shares 240 Est. Cost $53.44 Unrealized -7.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $12 Shares 81 Est. Cost $154.02 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $12 Shares 200 Est. Cost $62.70 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $12 Shares 700 Est. Cost $17.06 Unrealized -20.4%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $12 Shares 51 Est. Cost $164.14 Unrealized +43.2%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 208 Est. Cost $51.67 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 73 Est. Cost $149.80 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $12 Shares 90 Est. Cost $117.22 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $12 Shares 47 Est. Cost $158.10 Unrealized +21.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $130.64 Unrealized -12.8%
COR CENCORA INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $210.16 Unrealized +9.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $11 Shares 75 Est. Cost $104.53 Unrealized +33.8%
EBAY EBAY INC. 0.0%
Value ($000) $11 Shares 172 Est. Cost $42.66 Unrealized +31.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $11 Shares 115 Est. Cost $84.61 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $95.72 Unrealized +6.9%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 131 Est. Cost $75.32 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $11 Shares 60 Est. Cost $179.84 Unrealized 0.0%
QUAL ISHARES TR 0.0%
Value ($000) $11 Shares 59 Est. Cost $147.15 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $11 Shares 110 Est. Cost $146.52 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $10 Shares 55 Est. Cost $165.25 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $115.70 Unrealized +78.7%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $10 Shares 600 Est. Cost $15.15 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $10 Shares 200 Est. Cost $30.33 Unrealized +55.7%
TJX TJX COS INC NEW 0.0%
Value ($000) $10 Shares 81 Est. Cost $87.27 Unrealized +29.2%
AMLP ALPS ETF TR 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.52 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $9 Shares 50 Est. Cost $116.88 Unrealized +40.5%
SAFT SAFETY INS GROUP INC 0.0%
Value ($000) $9 Shares 114 Est. Cost $75.48 Unrealized +9.0%
UAN CVR PARTNERS LP 0.0%
Value ($000) $9 Shares 135 Est. Cost $65.50 Unrealized
F FORD MTR CO 0.0%
Value ($000) $9 Shares 850 Est. Cost $10.72 Unrealized -2.7%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $9 Shares 70 Est. Cost $111.64 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $9 Shares 75 Est. Cost $101.77 Unrealized
VECTOR GROUP LTD 0.0%
Value ($000) $9 Shares 600 Est. Cost $10.57 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 100 Est. Cost $81.10 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $144.29 Unrealized +28.3%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $9 Shares 100 Est. Cost $66.95 Unrealized +14.4%
SNY SANOFI 0.0%
Value ($000) $9 Shares 149 Est. Cost $49.53 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $9 Shares 227 Est. Cost $36.34 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $8 Shares 150 Est. Cost $41.03 Unrealized +33.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $8 Shares 2 Est. Cost $3067.93 Unrealized +23.7%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $8 Shares 160 Est. Cost $63.17 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $8 Shares 96 Est. Cost $81.99 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $8 Shares 700 Est. Cost $10.68 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $8 Shares 900 Est. Cost $7.72 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 31 Est. Cost $219.58 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $132.06 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.35 Unrealized +22.3%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.76 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $7 Shares 400 Est. Cost $18.16 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $7 Shares 600 Est. Cost $11.82 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $7 Shares 50 Est. Cost $112.40 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $7 Shares 50 Est. Cost $116.38 Unrealized +8.5%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $114.00 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $69.75 Unrealized +6.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $135.82 Unrealized +4.8%
EQL ALPS ETF TR 0.0%
Value ($000) $7 Shares 52 Est. Cost $109.54 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $31.43 Unrealized +8.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $399.79 Unrealized +40.8%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $6 Shares 125 Est. Cost $51.05 Unrealized
SFL SFL CORPORATION LTD 0.0%
Value ($000) $6 Shares 550 Est. Cost $11.13 Unrealized +7.5%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.75 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $6 Shares 225 Est. Cost $33.10 Unrealized -20.5%
ALC ALCON AG 0.0%
Value ($000) $6 Shares 60 Est. Cost $73.37 Unrealized +27.7%
MCRI MONARCH CASINO & RESORT INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $63.68 Unrealized +15.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 150 Est. Cost $42.41 Unrealized -0.6%
GGG GRACO INC 0.0%
Value ($000) $6 Shares 67 Est. Cost $76.39 Unrealized +5.2%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $104.02 Unrealized -7.6%
ZTS ZOETIS INC 0.0%
Value ($000) $6 Shares 29 Est. Cost $172.86 Unrealized +4.9%
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $6 Shares 210 Est. Cost $23.53 Unrealized +12.2%
INTU INTUIT 0.0%
Value ($000) $6 Shares 9 Est. Cost $544.67 Unrealized +16.2%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $6 Shares 94 Est. Cost $58.33 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 105 Est. Cost $47.40 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $25.93 Unrealized +46.6%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $5 Shares 160 Est. Cost $33.29 Unrealized -0.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 25 Est. Cost $186.56 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 73 Est. Cost $53.61 Unrealized +28.2%
MSCI MSCI INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $503.30 Unrealized +5.9%
AGNC AGNC INVT CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.46 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $117.22 Unrealized +15.7%
FLS FLOWSERVE CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.09 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $89.26 Unrealized +13.0%
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.82 Unrealized +1.2%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.33 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $5 Shares 67 Est. Cost $60.81 Unrealized +18.8%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $5 Shares 135 Est. Cost $32.48 Unrealized +5.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.19 Unrealized -10.2%
STE STERIS PLC 0.0%
Value ($000) $5 Shares 20 Est. Cost $207.61 Unrealized +11.3%
TOTALENERGIES SE 0.0%
Value ($000) $5 Shares 75 Est. Cost $67.39 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $5 Shares 25 Est. Cost $119.69 Unrealized +41.7%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $61.00 Unrealized +47.5%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $5 Shares 50 Est. Cost $86.72 Unrealized -8.6%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 47 Est. Cost $115.24 Unrealized -15.4%
IFRA ISHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.27 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $5 Shares 95 Est. Cost $41.84 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $115.65 Unrealized +37.0%
AON AON PLC 0.0%
Value ($000) $4 Shares 13 Est. Cost $315.32 Unrealized +2.9%
DOW DOW INC 0.0%
Value ($000) $4 Shares 82 Est. Cost $44.66 Unrealized +7.3%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $4 Shares 92 Est. Cost $36.12 Unrealized +31.1%
CDW CDW CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $206.08 Unrealized +5.6%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $4 Shares 10 Est. Cost $376.90 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $2.35 Unrealized +286.8%
LPG DORIAN LPG LTD 0.0%
Value ($000) $4 Shares 120 Est. Cost $38.55 Unrealized -1.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $61.94 Unrealized +21.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $59.53 Unrealized +10.3%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 45 Est. Cost $77.04 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $50.72 Unrealized +40.5%
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.54 Unrealized +14.3%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.98 Unrealized
RWT REDWOOD TRUST INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $6.49 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $78.58 Unrealized -7.4%
VIRT VIRTU FINL INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.45 Unrealized +54.5%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $3 Shares 2 Est. Cost $1081.40 Unrealized +29.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $69.58 Unrealized +4.4%
CGNX COGNEX CORP 0.0%
Value ($000) $3 Shares 73 Est. Cost $37.76 Unrealized +11.5%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $3 Shares 75 Est. Cost $39.23 Unrealized +0.8%
EMB ISHARES TR 0.0%
Value ($000) $3 Shares 31 Est. Cost $88.93 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH B 0.0%
Value ($000) $3 Shares 400 Est. Cost $9.16 Unrealized -14.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $3 Shares 30 Est. Cost $74.24 Unrealized +12.8%
NWG NATWEST GROUP PLC 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.36 Unrealized
EZM WISDOMTREE TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $57.40 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $51.98 Unrealized +42.7%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $35.45 Unrealized +12.8%
SIL GLOBAL X FDS 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.37 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.71 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $2 Shares 23 Est. Cost $96.53 Unrealized +8.3%
RGEN REPLIGEN CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $155.67 Unrealized -7.9%
UI UBIQUITI INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $121.81 Unrealized +49.9%
USXF ISHARES TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.60 Unrealized
LI LI AUTO INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $30.28 Unrealized
KSS KOHLS CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.37 Unrealized 0.0%
SPIB SPDR SER TR 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.83 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 46 Est. Cost $49.66 Unrealized -9.5%
VTR VENTAS INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $41.74 Unrealized +34.0%
GLOBAL MED REIT INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.08 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $2 Shares 15 Est. Cost $162.01 Unrealized -12.1%
SCPHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 425 Est. Cost $6.27 Unrealized
TSLT ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.92 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.52 Unrealized +16.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $2 Shares 53 Est. Cost $24.91 Unrealized +13.3%
TGNA TEGNA INC 0.0%
Value ($000) $2 Shares 109 Est. Cost $14.99 Unrealized -2.6%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.37 Unrealized +26.1%
AVTR AVANTOR INC 0.0%
Value ($000) $2 Shares 63 Est. Cost $20.49 Unrealized +19.8%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 6 Est. Cost $248.81 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.92 Unrealized -3.4%
AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 450 Est. Cost $4.18 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $118.40 Unrealized -23.0%
KBE SPDR SER TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.03 Unrealized
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.21 Unrealized -0.1%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $33.78 Unrealized +7.3%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.70 Unrealized -0.9%
SYNOVUS FINL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.68 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.83 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.66 Unrealized +5.6%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $1 Shares 87 Est. Cost $9.11 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $333.89 Unrealized +34.3%
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $34.32 Unrealized -33.4%
GRAYSCALE BITCOIN MINI TR BT 0.0%
Value ($000) $1 Shares 160 Est. Cost $5.63 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $0.99 Unrealized +26.5%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $1 Shares 25 Est. Cost $25.20 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $61.92 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 69 Est. Cost $8.69 Unrealized +24.5%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.67 Unrealized -0.5%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.55 Unrealized -26.7%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.35 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.06 Unrealized +28.3%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.11 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $0 Shares 5 Est. Cost $76.59 Unrealized +6.0%
FURY FURY GOLD MINES LIMITED 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.39 Unrealized +5.3%
WVVI WILLAMETTE VY VINEYARD INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.36 Unrealized -30.3%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $39.00 Unrealized
WW INTL INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $8.75 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.94 Unrealized -8.5%
BPOP POPULAR INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.61 Unrealized +40.6%
YEXT YEXT INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.15 Unrealized -9.7%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.80 Unrealized -23.6%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $5.96 Unrealized +1.7%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.00 Unrealized
CANOO INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $3.58 Unrealized
AQB AQUABOUNTY TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $2.88 Unrealized -54.0%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.06 Unrealized