Atlantic Edge Private Wealth Management, LLC Diversified Active

CIK: 0002011145 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 29, 2025

Total Value ($000): $327,217 (100.0% shares, 0.0% debt)

Holdings (497)

IEFA ISHARES TR 6.3%
Value ($000) $20,758 Shares 274,398 Est. Cost $71.79 Unrealized
IJH ISHARES TR 6.2%
Value ($000) $20,269 Shares 347,372 Est. Cost $91.32 Unrealized
MINT PIMCO ETF TR 4.4%
Value ($000) $14,300 Shares 142,115 Est. Cost $99.94 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 4.0%
Value ($000) $13,041 Shares 24,446 Est. Cost $507.38 Unrealized
UITB VICTORY PORTFOLIOS II 3.7%
Value ($000) $11,949 Shares 254,562 Est. Cost $46.45 Unrealized
ANGL VANECK ETF TRUST 3.4%
Value ($000) $11,057 Shares 383,121 Est. Cost $28.79 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $10,468 Shares 47,127 Est. Cost $182.34 Unrealized +26.6%
RSP INVESCO EXCHANGE TRADED FD T 3.0%
Value ($000) $9,891 Shares 57,096 Est. Cost $164.05 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.9%
Value ($000) $9,335 Shares 118,249 Est. Cost $77.37 Unrealized
IVV ISHARES TR 2.8%
Value ($000) $9,265 Shares 16,488 Est. Cost $489.70 Unrealized
SPEU SPDR INDEX SHS FDS 2.7%
Value ($000) $8,852 Shares 201,134 Est. Cost $44.01 Unrealized
IEMG ISHARES INC 2.2%
Value ($000) $7,341 Shares 136,016 Est. Cost $53.92 Unrealized
EMXC ISHARES INC 2.1%
Value ($000) $6,928 Shares 125,753 Est. Cost $56.44 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $5,179 Shares 47,788 Est. Cost $95.35 Unrealized +32.9%
MSFT MICROSOFT CORP 1.6%
Value ($000) $5,078 Shares 13,527 Est. Cost $353.29 Unrealized +14.7%
KLAC KLA CORP 1.5%
Value ($000) $5,022 Shares 7,387 Est. Cost $513.61 Unrealized +39.2%
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $4,400 Shares 17,937 Est. Cost $147.08 Unrealized +70.6%
EFA ISHARES TR 1.3%
Value ($000) $4,333 Shares 53,013 Est. Cost $75.36 Unrealized
FISV FISERV INC 1.3%
Value ($000) $4,226 Shares 19,138 Est. Cost $123.10 Unrealized +77.8%
XMHQ INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $4,150 Shares 45,346 Est. Cost $98.52 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $3,861 Shares 85,317 Est. Cost $42.49 Unrealized
MCK MCKESSON CORP 1.1%
Value ($000) $3,615 Shares 5,372 Est. Cost $453.39 Unrealized +35.8%
GOOGL ALPHABET INC 1.1%
Value ($000) $3,514 Shares 22,722 Est. Cost $134.82 Unrealized +34.0%
META META PLATFORMS INC 1.1%
Value ($000) $3,450 Shares 5,985 Est. Cost $331.02 Unrealized +94.3%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $3,405 Shares 66,979 Est. Cost $47.92 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.0%
Value ($000) $3,395 Shares 20,449 Est. Cost $173.45 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $3,166 Shares 8,767 Est. Cost $303.17 Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $3,076 Shares 5,612 Est. Cost $401.90 Unrealized +34.9%
CSCO CISCO SYS INC 0.9%
Value ($000) $2,918 Shares 47,282 Est. Cost $48.14 Unrealized +24.8%
PFF ISHARES TR 0.9%
Value ($000) $2,872 Shares 93,465 Est. Cost $31.08 Unrealized
ROP ROPER TECHNOLOGIES INC 0.9%
Value ($000) $2,827 Shares 4,795 Est. Cost $512.74 Unrealized +8.7%
ORCL ORACLE CORP 0.8%
Value ($000) $2,754 Shares 19,701 Est. Cost $157.29 Unrealized +2.7%
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $2,669 Shares 5,514 Est. Cost $337.62 Unrealized +53.6%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $2,512 Shares 5,048 Est. Cost $485.67 Unrealized +11.1%
DRI DARDEN RESTAURANTS INC 0.8%
Value ($000) $2,506 Shares 12,060 Est. Cost $142.65 Unrealized +32.3%
VSLU ETF OPPORTUNITIES TRUST 0.7%
Value ($000) $2,387 Shares 68,151 Est. Cost $33.95 Unrealized
LOW LOWES COS INC 0.7%
Value ($000) $2,362 Shares 10,129 Est. Cost $198.99 Unrealized +21.6%
TRV TRAVELERS COMPANIES INC 0.7%
Value ($000) $2,340 Shares 8,849 Est. Cost $170.09 Unrealized +44.3%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $2,265 Shares 9,107 Est. Cost $149.34 Unrealized +60.3%
PWR QUANTA SVCS INC 0.7%
Value ($000) $2,155 Shares 8,480 Est. Cost $190.15 Unrealized +51.8%
URI UNITED RENTALS INC 0.6%
Value ($000) $2,091 Shares 3,336 Est. Cost $472.65 Unrealized +44.3%
SYK STRYKER CORPORATION 0.6%
Value ($000) $2,056 Shares 5,524 Est. Cost $278.28 Unrealized +35.5%
CBRE CBRE GROUP INC 0.6%
Value ($000) $2,039 Shares 15,591 Est. Cost $135.89 Unrealized 0.0%
DHR DANAHER CORPORATION 0.6%
Value ($000) $2,026 Shares 9,884 Est. Cost $214.26 Unrealized +1.3%
ADBE ADOBE INC 0.6%
Value ($000) $2,010 Shares 5,241 Est. Cost $575.36 Unrealized -25.5%
DHI D R HORTON INC 0.6%
Value ($000) $1,988 Shares 15,641 Est. Cost $123.11 Unrealized +7.8%
WAB WABTEC 0.6%
Value ($000) $1,970 Shares 10,864 Est. Cost $112.41 Unrealized +69.8%
CMI CUMMINS INC 0.5%
Value ($000) $1,733 Shares 5,528 Est. Cost $220.60 Unrealized +56.9%
HPQ HP INC 0.5%
Value ($000) $1,623 Shares 58,618 Est. Cost $26.37 Unrealized +15.1%
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,603 Shares 38,404 Est. Cost $28.21 Unrealized +54.7%
UNP UNION PAC CORP 0.5%
Value ($000) $1,580 Shares 6,689 Est. Cost $212.15 Unrealized +11.0%
APTV APTIV PLC 0.5%
Value ($000) $1,567 Shares 26,342 Est. Cost $61.41 Unrealized +3.2%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,567 Shares 15,248 Est. Cost $151.56 Unrealized -26.6%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,518 Shares 7,828 Est. Cost $170.40 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,513 Shares 2,704 Est. Cost $475.31 Unrealized
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $1,477 Shares 8,050 Est. Cost $204.46 Unrealized -13.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,477 Shares 8,827 Est. Cost $137.99 Unrealized +9.0%
TGT TARGET CORP 0.5%
Value ($000) $1,476 Shares 14,142 Est. Cost $115.15 Unrealized +4.4%
IVW ISHARES TR 0.4%
Value ($000) $1,428 Shares 15,382 Est. Cost $75.10 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $1,401 Shares 1,502 Est. Cost $56.25 Unrealized +69.1%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,277 Shares 3,657 Est. Cost $340.80 Unrealized +2.1%
MET METLIFE INC 0.4%
Value ($000) $1,263 Shares 15,728 Est. Cost $59.73 Unrealized +35.9%
KDP KEURIG DR PEPPER INC 0.4%
Value ($000) $1,213 Shares 35,451 Est. Cost $33.13 Unrealized -4.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,200 Shares 26,463 Est. Cost $33.62 Unrealized +17.7%
INCY INCYTE CORP 0.4%
Value ($000) $1,193 Shares 19,701 Est. Cost $60.02 Unrealized +16.2%
LKQ LKQ CORP 0.4%
Value ($000) $1,179 Shares 27,724 Est. Cost $43.66 Unrealized -12.1%
MRK MERCK & CO INC 0.4%
Value ($000) $1,155 Shares 12,866 Est. Cost $99.02 Unrealized -9.0%
EFV ISHARES TR 0.3%
Value ($000) $1,138 Shares 19,314 Est. Cost $52.10 Unrealized
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $1,080 Shares 1,703 Est. Cost $832.72 Unrealized -17.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,001 Shares 10,144 Est. Cost $89.06 Unrealized +19.3%
IUSV ISHARES TR 0.3%
Value ($000) $997 Shares 10,806 Est. Cost $88.68 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $977 Shares 1,183 Est. Cost $575.10 Unrealized +43.7%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $970 Shares 7,347 Est. Cost $120.67 Unrealized +7.2%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $889 Shares 1,729 Est. Cost $479.59 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $886 Shares 4,647 Est. Cost $174.71 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $873 Shares 7,295 Est. Cost $114.04 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $867 Shares 8,258 Est. Cost $109.55 Unrealized -11.6%
SHM SPDR SER TR 0.3%
Value ($000) $853 Shares 17,921 Est. Cost $47.79 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $805 Shares 2,929 Est. Cost $246.89 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $715 Shares 8,583 Est. Cost $79.39 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $682 Shares 5,147 Est. Cost $77.33 Unrealized +61.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $675 Shares 2,835 Est. Cost $198.52 Unrealized +35.7%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.2%
Value ($000) $642 Shares 13,450 Est. Cost $35.54 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $602 Shares 1,642 Est. Cost $293.72 Unrealized +29.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $599 Shares 8,837 Est. Cost $65.71 Unrealized -11.8%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $598 Shares 2,525 Est. Cost $203.16 Unrealized +17.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $591 Shares 3,106 Est. Cost $140.18 Unrealized +54.8%
KO COCA COLA CO 0.2%
Value ($000) $571 Shares 7,971 Est. Cost $61.51 Unrealized +5.6%
ABBV ABBVIE INC 0.2%
Value ($000) $561 Shares 2,676 Est. Cost $148.20 Unrealized +27.8%
ETN EATON CORP PLC 0.2%
Value ($000) $549 Shares 2,021 Est. Cost $222.19 Unrealized +38.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $428 Shares 2,935 Est. Cost $143.68 Unrealized +1.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $413 Shares 2,490 Est. Cost $143.73 Unrealized +6.1%
PCAR PACCAR INC 0.1%
Value ($000) $404 Shares 4,151 Est. Cost $82.85 Unrealized +24.3%
DE DEERE & CO 0.1%
Value ($000) $392 Shares 836 Est. Cost $366.29 Unrealized +26.0%
IWR ISHARES TR 0.1%
Value ($000) $388 Shares 4,557 Est. Cost $79.95 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $387 Shares 2,439 Est. Cost $84.91 Unrealized +61.3%
IJT ISHARES TR 0.1%
Value ($000) $383 Shares 3,077 Est. Cost $125.53 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $383 Shares 1,853 Est. Cost $197.02 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $369 Shares 2,164 Est. Cost $142.15 Unrealized +15.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $366 Shares 1,173 Est. Cost $313.84 Unrealized +11.3%
ABT ABBOTT LABS 0.1%
Value ($000) $366 Shares 2,757 Est. Cost $99.43 Unrealized +26.2%
VOX VANGUARD WORLD FD 0.1%
Value ($000) $328 Shares 2,210 Est. Cost $117.72 Unrealized
ABCB AMERIS BANCORP 0.1%
Value ($000) $322 Shares 5,587 Est. Cost $41.67 Unrealized +47.9%
V VISA INC 0.1%
Value ($000) $320 Shares 914 Est. Cost $252.68 Unrealized +33.1%
IGSB ISHARES TR 0.1%
Value ($000) $319 Shares 6,100 Est. Cost $51.28 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $319 Shares 6,139 Est. Cost $47.98 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $314 Shares 2,008 Est. Cost $134.68 Unrealized +35.5%
AMGN AMGEN INC 0.1%
Value ($000) $306 Shares 982 Est. Cost $260.84 Unrealized +10.1%
IWM ISHARES TR 0.1%
Value ($000) $303 Shares 1,520 Est. Cost $201.22 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $301 Shares 2,140 Est. Cost $122.75 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $286 Shares 2,564 Est. Cost $87.51 Unrealized +24.5%
NVS NOVARTIS AG 0.1%
Value ($000) $285 Shares 2,555 Est. Cost $101.51 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $276 Shares 6,310 Est. Cost $40.27 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $276 Shares 3,078 Est. Cost $64.96 Unrealized +42.8%
IJR ISHARES TR 0.1%
Value ($000) $275 Shares 2,627 Est. Cost $110.56 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $250 Shares 2,566 Est. Cost $103.27 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $238 Shares 3,227 Est. Cost $64.09 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $237 Shares 2,614 Est. Cost $88.65 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $225 Shares 2,313 Est. Cost $73.75 Unrealized +34.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $219 Shares 400 Est. Cost $327.12 Unrealized +80.6%
UNILEVER PLC 0.1%
Value ($000) $214 Shares 3,589 Est. Cost $51.98 Unrealized
SRE SEMPRA 0.1%
Value ($000) $211 Shares 2,960 Est. Cost $68.48 Unrealized +10.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $210 Shares 730 Est. Cost $194.49 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $207 Shares 1,742 Est. Cost $97.82 Unrealized +9.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $197 Shares 1,096 Est. Cost $146.20 Unrealized +24.6%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $195 Shares 3,083 Est. Cost $51.55 Unrealized +27.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $189 Shares 2,667 Est. Cost $54.85 Unrealized +25.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $178 Shares 335 Est. Cost $363.49 Unrealized +33.7%
IYJ ISHARES TR 0.1%
Value ($000) $174 Shares 1,340 Est. Cost $114.36 Unrealized
WMT WALMART INC 0.1%
Value ($000) $174 Shares 1,987 Est. Cost $54.58 Unrealized +70.3%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $174 Shares 2,025 Est. Cost $85.54 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $160 Shares 305 Est. Cost $515.19 Unrealized -3.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $153 Shares 162 Est. Cost $646.93 Unrealized +50.0%
NYF ISHARES TR 0.0%
Value ($000) $153 Shares 2,900 Est. Cost $53.81 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $150 Shares 2,040 Est. Cost $73.55 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $150 Shares 1,475 Est. Cost $79.93 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $148 Shares 2,425 Est. Cost $106.77 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $145 Shares 38 Est. Cost $2728.81 Unrealized +26.4%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $143 Shares 2,025 Est. Cost $80.03 Unrealized -14.0%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $142 Shares 3,000 Est. Cost $42.85 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $139 Shares 828 Est. Cost $159.07 Unrealized +31.9%
SUB ISHARES TR 0.0%
Value ($000) $137 Shares 1,300 Est. Cost $105.43 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $135 Shares 1,988 Est. Cost $68.90 Unrealized -13.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $134 Shares 2,200 Est. Cost $45.56 Unrealized +21.8%
IWP ISHARES TR 0.0%
Value ($000) $134 Shares 1,140 Est. Cost $104.46 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $133 Shares 1,250 Est. Cost $163.62 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $132 Shares 1,079 Est. Cost $117.60 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $129 Shares 6,532 Est. Cost $27.73 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $119 Shares 3,135 Est. Cost $31.31 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $118 Shares 2,000 Est. Cost $39.03 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $116 Shares 2,821 Est. Cost $31.66 Unrealized +34.8%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $114 Shares 2,821 Est. Cost $35.20 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $113 Shares 645 Est. Cost $126.93 Unrealized +44.4%
BA BOEING CO 0.0%
Value ($000) $113 Shares 664 Est. Cost $209.25 Unrealized -17.3%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $113 Shares 653 Est. Cost $158.22 Unrealized
CSX CSX CORP 0.0%
Value ($000) $110 Shares 3,725 Est. Cost $33.22 Unrealized -5.8%
BKCH GLOBAL X FDS 0.0%
Value ($000) $108 Shares 3,275 Est. Cost $46.24 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $107 Shares 1,041 Est. Cost $80.24 Unrealized +19.9%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $107 Shares 1,090 Est. Cost $93.65 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $103 Shares 1,255 Est. Cost $58.63 Unrealized +38.1%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $101 Shares 2,680 Est. Cost $40.93 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $101 Shares 375 Est. Cost $163.01 Unrealized +79.4%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $98 Shares 901 Est. Cost $47.96 Unrealized +97.2%
SHEL SHELL PLC 0.0%
Value ($000) $95 Shares 1,300 Est. Cost $65.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $94 Shares 767 Est. Cost $90.27 Unrealized +22.5%
IYF ISHARES TR 0.0%
Value ($000) $93 Shares 825 Est. Cost $85.41 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $91 Shares 919 Est. Cost $99.17 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $91 Shares 655 Est. Cost $96.69 Unrealized +27.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $87 Shares 525 Est. Cost $108.32 Unrealized +54.1%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $86 Shares 325 Est. Cost $250.70 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $84 Shares 227 Est. Cost $362.12 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $81 Shares 1,125 Est. Cost $108.99 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $78 Shares 652 Est. Cost $153.29 Unrealized -17.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $75 Shares 371 Est. Cost $115.14 Unrealized +131.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $74 Shares 1,233 Est. Cost $40.70 Unrealized +25.4%
INGR INGREDION INC 0.0%
Value ($000) $71 Shares 525 Est. Cost $127.20 Unrealized +3.8%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $70 Shares 600 Est. Cost $92.16 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $69 Shares 350 Est. Cost $182.85 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $68 Shares 133 Est. Cost $457.45 Unrealized +2.7%
IYM ISHARES TR 0.0%
Value ($000) $66 Shares 490 Est. Cost $138.16 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $49.20 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $64 Shares 1,046 Est. Cost $49.67 Unrealized +17.5%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $63 Shares 525 Est. Cost $92.26 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $61 Shares 326 Est. Cost $181.78 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $61 Shares 125 Est. Cost $440.62 Unrealized +5.8%
UGI UGI CORP NEW 0.0%
Value ($000) $61 Shares 1,830 Est. Cost $23.22 Unrealized +36.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $60 Shares 1,211 Est. Cost $38.35 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $60 Shares 258 Est. Cost $208.58 Unrealized +20.9%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $58 Shares 800 Est. Cost $75.76 Unrealized +3.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $57 Shares 184 Est. Cost $261.03 Unrealized +12.2%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 222 Est. Cost $237.54 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $57 Shares 122 Est. Cost $414.47 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $54.98 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $56 Shares 628 Est. Cost $71.45 Unrealized +22.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $56 Shares 690 Est. Cost $73.10 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $56 Shares 1,140 Est. Cost $44.12 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $56 Shares 858 Est. Cost $38.82 Unrealized +44.4%
FDX FEDEX CORP 0.0%
Value ($000) $55 Shares 225 Est. Cost $243.02 Unrealized +4.4%
IXUS ISHARES TR 0.0%
Value ($000) $55 Shares 785 Est. Cost $69.81 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $52 Shares 472 Est. Cost $89.58 Unrealized +16.2%
FTV FORTIVE CORP 0.0%
Value ($000) $52 Shares 711 Est. Cost $52.24 Unrealized +11.9%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $51 Shares 300 Est. Cost $137.07 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $51 Shares 580 Est. Cost $75.77 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $51 Shares 241 Est. Cost $175.03 Unrealized +13.4%
INTU INTUIT 0.0%
Value ($000) $50 Shares 81 Est. Cost $593.44 Unrealized +0.7%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $49 Shares 225 Est. Cost $190.96 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $48 Shares 2,600 Est. Cost $14.12 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $48 Shares 1,550 Est. Cost $21.78 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $47 Shares 1,025 Est. Cost $31.01 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $45 Shares 413 Est. Cost $124.59 Unrealized -9.6%
GE GE AEROSPACE 0.0%
Value ($000) $45 Shares 226 Est. Cost $147.53 Unrealized +32.7%
EPR EPR PPTYS 0.0%
Value ($000) $45 Shares 850 Est. Cost $50.41 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $45 Shares 533 Est. Cost $43.67 Unrealized +89.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $41 Shares 200 Est. Cost $159.16 Unrealized +46.6%
FFIV F5 INC 0.0%
Value ($000) $41 Shares 154 Est. Cost $173.73 Unrealized +61.0%
UNM UNUM GROUP 0.0%
Value ($000) $41 Shares 500 Est. Cost $45.55 Unrealized +69.3%
TSLA TESLA INC 0.0%
Value ($000) $41 Shares 157 Est. Cost $237.66 Unrealized +40.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $40 Shares 366 Est. Cost $83.05 Unrealized +14.7%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $39 Shares 674 Est. Cost $56.42 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $38 Shares 85 Est. Cost $449.48 Unrealized -0.3%
RNST RENASANT CORP 0.0%
Value ($000) $37 Shares 1,098 Est. Cost $28.03 Unrealized +29.1%
CF CF INDS HLDGS INC 0.0%
Value ($000) $37 Shares 470 Est. Cost $75.58 Unrealized +8.7%
TJX TJX COS INC NEW 0.0%
Value ($000) $36 Shares 297 Est. Cost $110.29 Unrealized +8.9%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 162 Est. Cost $230.06 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $36 Shares 380 Est. Cost $84.72 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $35 Shares 70 Est. Cost $362.26 Unrealized +52.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 400 Est. Cost $67.49 Unrealized +30.1%
SCZ ISHARES TR 0.0%
Value ($000) $34 Shares 528 Est. Cost $60.78 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $33 Shares 290 Est. Cost $102.97 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $33 Shares 475 Est. Cost $103.05 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $33 Shares 116 Est. Cost $185.30 Unrealized +32.4%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $32 Shares 59 Est. Cost $542.39 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $32 Shares 281 Est. Cost $106.28 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $32 Shares 68 Est. Cost $446.95 Unrealized -0.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $31 Shares 415 Est. Cost $67.35 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $30 Shares 176 Est. Cost $180.45 Unrealized +2.5%
RMD RESMED INC 0.0%
Value ($000) $30 Shares 134 Est. Cost $150.68 Unrealized +53.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $30 Shares 110 Est. Cost $270.55 Unrealized -5.4%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $30 Shares 426 Est. Cost $63.47 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $30 Shares 255 Est. Cost $74.81 Unrealized +68.3%
PEP PEPSICO INC 0.0%
Value ($000) $30 Shares 197 Est. Cost $156.46 Unrealized -8.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $29 Shares 145 Est. Cost $220.13 Unrealized -3.3%
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $29 Shares 1,288 Est. Cost $24.88 Unrealized -6.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $29 Shares 1,230 Est. Cost $36.55 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $28 Shares 600 Est. Cost $30.24 Unrealized +61.4%
ZTS ZOETIS INC 0.0%
Value ($000) $28 Shares 169 Est. Cost $175.75 Unrealized -6.4%
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value ($000) $28 Shares 125 Est. Cost $211.37 Unrealized +23.5%
PSX PHILLIPS 66 0.0%
Value ($000) $27 Shares 219 Est. Cost $123.65 Unrealized -3.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $26 Shares 75 Est. Cost $358.40 Unrealized +6.3%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $26 Shares 250 Est. Cost $83.33 Unrealized +44.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $26 Shares 86 Est. Cost $253.49 Unrealized +16.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $26 Shares 170 Est. Cost $135.36 Unrealized +18.0%
BLK BLACKROCK INC 0.0%
Value ($000) $26 Shares 27 Est. Cost $991.05 Unrealized -2.9%
WELL WELLTOWER INC 0.0%
Value ($000) $25 Shares 166 Est. Cost $83.03 Unrealized +69.0%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $25 Shares 570 Est. Cost $44.59 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $25 Shares 600 Est. Cost $33.10 Unrealized +33.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 320 Est. Cost $80.78 Unrealized
MMM 3M CO 0.0%
Value ($000) $25 Shares 170 Est. Cost $86.56 Unrealized +67.0%
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $25 Shares 652 Est. Cost $38.09 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $25 Shares 245 Est. Cost $66.82 Unrealized +50.7%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $24 Shares 391 Est. Cost $58.06 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $24 Shares 140 Est. Cost $162.09 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 93 Est. Cost $269.71 Unrealized
PPL PPL CORP 0.0%
Value ($000) $24 Shares 653 Est. Cost $23.57 Unrealized +39.6%
EFG ISHARES TR 0.0%
Value ($000) $24 Shares 235 Est. Cost $100.36 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $23 Shares 1,050 Est. Cost $34.25 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $23 Shares 93 Est. Cost $237.29 Unrealized +5.6%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $23 Shares 800 Est. Cost $19.15 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $23 Shares 171 Est. Cost $135.03 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $15.53 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $22 Shares 200 Est. Cost $144.07 Unrealized +12.1%
GLW CORNING INC 0.0%
Value ($000) $22 Shares 487 Est. Cost $27.12 Unrealized +79.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $22 Shares 602 Est. Cost $40.09 Unrealized -12.6%
DDS DILLARDS INC 0.0%
Value ($000) $21 Shares 60 Est. Cost $390.12 Unrealized +5.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $21 Shares 65 Est. Cost $263.62 Unrealized +33.5%
DBEM DBX ETF TR 0.0%
Value ($000) $21 Shares 838 Est. Cost $23.07 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $21 Shares 165 Est. Cost $131.92 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $21 Shares 90 Est. Cost $236.50 Unrealized -3.9%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 213 Est. Cost $90.40 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $20 Shares 141 Est. Cost $157.40 Unrealized +5.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $20 Shares 130 Est. Cost $119.71 Unrealized +18.3%
MCO MOODYS CORP 0.0%
Value ($000) $20 Shares 43 Est. Cost $478.56 Unrealized 0.0%
IWB ISHARES TR 0.0%
Value ($000) $20 Shares 65 Est. Cost $262.26 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $20 Shares 65 Est. Cost $200.69 Unrealized +73.5%
C CITIGROUP INC 0.0%
Value ($000) $19 Shares 274 Est. Cost $42.69 Unrealized +74.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $19 Shares 126 Est. Cost $121.91 Unrealized +17.4%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $19 Shares 85 Est. Cost $162.29 Unrealized +53.2%
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $19 Shares 900 Est. Cost $14.28 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $19 Shares 155 Est. Cost $127.66 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $18 Shares 550 Est. Cost $25.18 Unrealized +23.2%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $18 Shares 62 Est. Cost $263.17 Unrealized +14.1%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $18 Shares 500 Est. Cost $21.24 Unrealized +58.9%
KEY KEYCORP 0.0%
Value ($000) $18 Shares 1,106 Est. Cost $10.93 Unrealized +48.7%
MP MP MATERIALS CORP 0.0%
Value ($000) $17 Shares 700 Est. Cost $17.06 Unrealized +36.2%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $17 Shares 67 Est. Cost $269.06 Unrealized +3.4%
CB CHUBB LIMITED 0.0%
Value ($000) $17 Shares 56 Est. Cost $270.79 Unrealized +2.0%
BP BP PLC 0.0%
Value ($000) $17 Shares 500 Est. Cost $35.40 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 80 Est. Cost $224.65 Unrealized -8.3%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $17 Shares 400 Est. Cost $36.30 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $17 Shares 125 Est. Cost $77.51 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $17 Shares 45 Est. Cost $382.67 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 699 Est. Cost $36.44 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $16 Shares 326 Est. Cost $61.50 Unrealized -11.6%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 592 Est. Cost $24.79 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $16 Shares 85 Est. Cost $189.94 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $16 Shares 410 Est. Cost $33.99 Unrealized +10.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $16 Shares 16 Est. Cost $956.89 Unrealized +7.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $56.12 Unrealized +38.4%
PFE PFIZER INC 0.0%
Value ($000) $16 Shares 617 Est. Cost $26.14 Unrealized -5.5%
CDW CDW CORP 0.0%
Value ($000) $16 Shares 97 Est. Cost $184.50 Unrealized -2.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $16 Shares 75 Est. Cost $124.75 Unrealized +53.3%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $15 Shares 608 Est. Cost $41.67 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $15 Shares 11 Est. Cost $1237.72 Unrealized +0.8%
KKR KKR & CO INC 0.0%
Value ($000) $15 Shares 130 Est. Cost $136.88 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value ($000) $15 Shares 58 Est. Cost $262.84 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $15 Shares 98 Est. Cost $154.49 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 79 Est. Cost $180.20 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $15 Shares 32 Est. Cost $418.21 Unrealized +7.7%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $14 Shares 240 Est. Cost $53.44 Unrealized -2.5%
COR CENCORA INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $210.16 Unrealized +18.7%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $14 Shares 60 Est. Cost $179.84 Unrealized +25.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $95.72 Unrealized +31.5%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $14 Shares 111 Est. Cost $72.47 Unrealized +55.8%
KR KROGER CO 0.0%
Value ($000) $14 Shares 200 Est. Cost $42.39 Unrealized +46.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $13 Shares 75 Est. Cost $104.53 Unrealized +78.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $13 Shares 122 Est. Cost $105.08 Unrealized +13.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $13 Shares 90 Est. Cost $120.02 Unrealized +7.6%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $13 Shares 650 Est. Cost $15.52 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 357 Est. Cost $33.73 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $12 Shares 90 Est. Cost $117.22 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $12 Shares 25 Est. Cost $445.31 Unrealized +13.4%
NOW SERVICENOW INC 0.0%
Value ($000) $12 Shares 15 Est. Cost $192.75 Unrealized 0.0%
IMCV ISHARES TR 0.0%
Value ($000) $12 Shares 160 Est. Cost $74.19 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $12 Shares 550 Est. Cost $30.27 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 73 Est. Cost $149.80 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $12 Shares 172 Est. Cost $42.66 Unrealized +54.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $11 Shares 225 Est. Cost $58.62 Unrealized -18.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $11 Shares 150 Est. Cost $41.03 Unrealized +79.6%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $11 Shares 175 Est. Cost $56.14 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $10 Shares 160 Est. Cost $63.17 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 393 Est. Cost $43.58 Unrealized
UAN CVR PARTNERS LP 0.0%
Value ($000) $10 Shares 135 Est. Cost $65.50 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $10 Shares 59 Est. Cost $147.15 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $115.70 Unrealized +88.5%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $99.32 Unrealized -9.7%
IGM ISHARES TR 0.0%
Value ($000) $10 Shares 110 Est. Cost $146.52 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $10 Shares 100 Est. Cost $60.36 Unrealized +57.3%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $10 Shares 1,250 Est. Cost $4.32 Unrealized +156.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $9 Shares 250 Est. Cost $42.84 Unrealized -11.7%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.91 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $9 Shares 2 Est. Cost $3067.93 Unrealized +54.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $9 Shares 18 Est. Cost $497.73 Unrealized +2.0%
CRM SALESFORCE INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $316.76 Unrealized -2.4%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $9 Shares 70 Est. Cost $111.64 Unrealized
SAFT SAFETY INS GROUP INC 0.0%
Value ($000) $9 Shares 114 Est. Cost $75.48 Unrealized +3.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $9 Shares 333 Est. Cost $24.47 Unrealized -0.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 59 Est. Cost $143.12 Unrealized +15.4%
GLOBAL MED REIT INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.40 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $9 Shares 75 Est. Cost $101.77 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $9 Shares 900 Est. Cost $9.99 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $9 Shares 6 Est. Cost $80.63 Unrealized +7.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $9 Shares 50 Est. Cost $112.40 Unrealized
F FORD MTR CO 0.0%
Value ($000) $9 Shares 850 Est. Cost $10.72 Unrealized -13.8%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.95 Unrealized +19.8%
USHY ISHARES TR 0.0%
Value ($000) $8 Shares 227 Est. Cost $36.34 Unrealized
SNY SANOFI 0.0%
Value ($000) $8 Shares 149 Est. Cost $49.53 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $8 Shares 700 Est. Cost $10.68 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $144.29 Unrealized +8.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $8 Shares 12 Est. Cost $693.08 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $8 Shares 96 Est. Cost $81.99 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $8 Shares 400 Est. Cost $18.16 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 125 Est. Cost $96.69 Unrealized 0.0%
ITA ISHARES TR 0.0%
Value ($000) $8 Shares 50 Est. Cost $132.06 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $8 Shares 35 Est. Cost $198.35 Unrealized -4.4%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 31 Est. Cost $219.58 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $7 Shares 25 Est. Cost $242.81 Unrealized +18.4%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $7 Shares 900 Est. Cost $7.72 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $7 Shares 12 Est. Cost $655.15 Unrealized -1.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $83.60 Unrealized +28.2%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.47 Unrealized -1.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $7 Shares 26 Est. Cost $243.03 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $114.00 Unrealized
EQL ALPS ETF TR 0.0%
Value ($000) $7 Shares 52 Est. Cost $109.54 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $6 Shares 81 Est. Cost $79.86 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 55 Est. Cost $124.01 Unrealized +8.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $61.00 Unrealized +107.8%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $6 Shares 125 Est. Cost $51.05 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $31.43 Unrealized +7.8%
ARMK ARAMARK 0.0%
Value ($000) $6 Shares 175 Est. Cost $36.37 Unrealized 0.0%
BANCOLOMBIA S A 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.20 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $6 Shares 67 Est. Cost $60.81 Unrealized +25.2%
ALC ALCON AG 0.0%
Value ($000) $6 Shares 60 Est. Cost $73.37 Unrealized +21.8%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $6 Shares 50 Est. Cost $116.38 Unrealized -7.2%
LPG DORIAN LPG LTD 0.0%
Value ($000) $6 Shares 250 Est. Cost $33.05 Unrealized -29.9%
MAS MASCO CORP 0.0%
Value ($000) $6 Shares 80 Est. Cost $69.75 Unrealized +5.5%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 25 Est. Cost $186.56 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $6 Shares 25 Est. Cost $119.69 Unrealized +104.5%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 140 Est. Cost $39.37 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 105 Est. Cost $47.40 Unrealized
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $5 Shares 210 Est. Cost $23.53 Unrealized +16.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.33 Unrealized +100.8%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $5 Shares 89 Est. Cost $59.06 Unrealized
CRH CRH PLC 0.0%
Value ($000) $5 Shares 59 Est. Cost $97.65 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $5 Shares 13 Est. Cost $315.32 Unrealized +21.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $5 Shares 160 Est. Cost $33.29 Unrealized -11.2%
VTS VITESSE ENERGY INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.60 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $84.61 Unrealized +17.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.19 Unrealized +9.5%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $103.45 Unrealized 0.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.09 Unrealized +18.8%
BN BROOKFIELD CORP 0.0%
Value ($000) $5 Shares 93 Est. Cost $37.59 Unrealized 0.0%
TOTALENERGIES SE 0.0%
Value ($000) $5 Shares 75 Est. Cost $67.39 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $5 Shares 92 Est. Cost $36.12 Unrealized +49.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $5 Shares 150 Est. Cost $32.24 Unrealized -12.1%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $242.98 Unrealized +31.4%
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.82 Unrealized -4.7%
IAT ISHARES TR 0.0%
Value ($000) $4 Shares 95 Est. Cost $41.84 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $50.72 Unrealized +91.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $4 Shares 30 Est. Cost $129.79 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $4 Shares 10 Est. Cost $376.90 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $4 Shares 50 Est. Cost $86.72 Unrealized -2.5%
CORZ CORE SCIENTIFIC INC NEW 0.0%
Value ($000) $4 Shares 575 Est. Cost $14.77 Unrealized -23.0%
WULF TERAWULF INC 0.0%
Value ($000) $4 Shares 1,500 Est. Cost $6.45 Unrealized -30.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $4 Shares 50 Est. Cost $78.48 Unrealized +9.3%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.59 Unrealized 0.0%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.98 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $132.91 Unrealized +12.2%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $115.65 Unrealized +25.6%
RWT REDWOOD TRUST INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $6.35 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $4 Shares 105 Est. Cost $36.64 Unrealized 0.0%
NWG NATWEST GROUP PLC 0.0%
Value ($000) $4 Shares 300 Est. Cost $9.36 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 45 Est. Cost $77.04 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $55.42 Unrealized 0.0%
UI UBIQUITI INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $121.81 Unrealized +190.2%
GAP GAP INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.80 Unrealized 0.0%
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.69 Unrealized 0.0%
BCS BARCLAYS PLC 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.71 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $59.53 Unrealized -2.6%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $3 Shares 15 Est. Cost $209.53 Unrealized 0.0%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 155 Est. Cost $20.37 Unrealized 0.0%
EMB ISHARES TR 0.0%
Value ($000) $3 Shares 31 Est. Cost $88.93 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $51.98 Unrealized +64.2%
TPVG TRIPLEPOINT VENTURE GROWTH B 0.0%
Value ($000) $3 Shares 400 Est. Cost $9.16 Unrealized -16.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $3 Shares 12 Est. Cost $218.39 Unrealized 0.0%
SIL GLOBAL X FDS 0.0%
Value ($000) $3 Shares 70 Est. Cost $28.37 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.54 Unrealized +32.0%
EZM WISDOMTREE TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $57.40 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $49.66 Unrealized +12.5%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.35 Unrealized +252.2%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $2 Shares 2 Est. Cost $1081.40 Unrealized +18.1%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.13 Unrealized -4.8%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $2 Shares 1,600 Est. Cost $2.33 Unrealized -21.0%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $2 Shares 23 Est. Cost $96.53 Unrealized +18.1%
USXF ISHARES TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.60 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $2 Shares 58 Est. Cost $35.45 Unrealized +15.5%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $286.33 Unrealized 0.0%
SPIB SPDR SER TR 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.83 Unrealized
RIET ETF SER SOLUTIONS 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.03 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $2 Shares 109 Est. Cost $14.99 Unrealized +20.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.52 Unrealized +63.8%
RGEN REPLIGEN CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $155.67 Unrealized -1.1%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.28 Unrealized -4.7%
ROKU ROKU INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.79 Unrealized +5.6%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.37 Unrealized +26.6%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 6 Est. Cost $248.81 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $118.40 Unrealized -39.6%
T AT&T INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.35 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.70 Unrealized +22.7%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $1 Shares 87 Est. Cost $9.11 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.68 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $1 Shares 32 Est. Cost $41.88 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $0.99 Unrealized +261.3%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $1 Shares 193 Est. Cost $5.85 Unrealized
SCPHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 425 Est. Cost $6.27 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $1 Shares 63 Est. Cost $20.49 Unrealized -7.5%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.83 Unrealized +2.4%
SAIL SAILPOINT INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.79 Unrealized 0.0%
HELP CYBIN INC 0.0%
Value ($000) $1 Shares 137 Est. Cost $8.66 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $333.89 Unrealized +34.7%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $33.78 Unrealized -20.8%
MJ AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 37 Est. Cost $19.51 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $1 Shares 25 Est. Cost $25.20 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.35 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 69 Est. Cost $8.69 Unrealized +15.3%
WVVI WILLAMETTE VY VINEYARD INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.36 Unrealized +3.7%
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $34.32 Unrealized -53.2%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $71.55 Unrealized -64.1%
FURY FURY GOLD MINES LIMITED 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.39 Unrealized +0.6%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $39.00 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.94 Unrealized +2.4%
BPOP POPULAR INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.61 Unrealized +42.4%
WW INTL INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $8.75 Unrealized
YEXT YEXT INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.15 Unrealized +5.0%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.50 Unrealized
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $5.96 Unrealized -70.5%
AQB AQUABOUNTY TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $2.88 Unrealized -74.7%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.06 Unrealized