Atlantic Edge Private Wealth Management, LLC Diversified Active

CIK: 0002011145 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $364,723 (99.9% shares, 0.1% debt)

Holdings (509)

IEFA ISHARES TR 6.3%
Value ($000) $22,903 Shares 274,350 Est. Cost $71.79 Unrealized
MINT PIMCO ETF TR 4.8%
Value ($000) $17,448 Shares 173,554 Est. Cost $100.05 Unrealized
IJH ISHARES TR 4.8%
Value ($000) $17,359 Shares 279,893 Est. Cost $91.32 Unrealized
JAAA JANUS DETROIT STR TR 4.3%
Value ($000) $15,628 Shares 307,937 Est. Cost $50.75 Unrealized
IVV ISHARES TR 3.8%
Value ($000) $13,824 Shares 22,265 Est. Cost $523.74 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 3.6%
Value ($000) $13,112 Shares 23,146 Est. Cost $507.38 Unrealized
UITB VICTORY PORTFOLIOS II 3.4%
Value ($000) $12,424 Shares 263,954 Est. Cost $46.47 Unrealized
SPEU SPDR INDEX SHS FDS 2.7%
Value ($000) $9,843 Shares 203,124 Est. Cost $44.01 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $9,640 Shares 46,985 Est. Cost $182.34 Unrealized +10.5%
VCSH VANGUARD SCOTTSDALE FDS 2.5%
Value ($000) $9,162 Shares 115,247 Est. Cost $77.37 Unrealized
IEMG ISHARES INC 2.2%
Value ($000) $7,925 Shares 132,017 Est. Cost $53.92 Unrealized
EMXC ISHARES INC 2.2%
Value ($000) $7,895 Shares 125,043 Est. Cost $56.44 Unrealized
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $7,597 Shares 48,088 Est. Cost $95.35 Unrealized +32.0%
IVW ISHARES TR 2.1%
Value ($000) $7,597 Shares 69,000 Est. Cost $102.30 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $6,613 Shares 13,294 Est. Cost $353.29 Unrealized +22.4%
KLAC KLA CORP 1.8%
Value ($000) $6,537 Shares 7,298 Est. Cost $513.61 Unrealized +45.7%
ANGL VANECK ETF TRUST 1.5%
Value ($000) $5,627 Shares 192,179 Est. Cost $28.79 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $5,617 Shares 30,907 Est. Cost $164.05 Unrealized
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $5,180 Shares 17,867 Est. Cost $147.08 Unrealized +71.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.3%
Value ($000) $4,611 Shares 20,359 Est. Cost $173.45 Unrealized
EFA ISHARES TR 1.2%
Value ($000) $4,529 Shares 50,666 Est. Cost $75.36 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $4,496 Shares 90,908 Est. Cost $42.92 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $4,478 Shares 6,067 Est. Cost $334.88 Unrealized +84.1%
GOOGL ALPHABET INC 1.1%
Value ($000) $4,040 Shares 22,924 Est. Cost $134.82 Unrealized +21.1%
MCK MCKESSON CORP 1.1%
Value ($000) $3,890 Shares 5,308 Est. Cost $453.39 Unrealized +55.2%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $3,773 Shares 66,179 Est. Cost $47.92 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $3,722 Shares 8,767 Est. Cost $303.17 Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $3,504 Shares 16,027 Est. Cost $157.29 Unrealized +2.2%
CSCO CISCO SYS INC 0.9%
Value ($000) $3,241 Shares 46,708 Est. Cost $48.14 Unrealized +25.4%
PWR QUANTA SVCS INC 0.9%
Value ($000) $3,229 Shares 8,540 Est. Cost $190.15 Unrealized +68.7%
FISV FISERV INC 0.9%
Value ($000) $3,176 Shares 18,423 Est. Cost $123.10 Unrealized +47.3%
VSLU ETF OPPORTUNITIES TRUST 0.8%
Value ($000) $3,015 Shares 77,006 Est. Cost $34.55 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $3,010 Shares 5,356 Est. Cost $401.90 Unrealized +37.2%
XMHQ INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $2,956 Shares 30,091 Est. Cost $98.52 Unrealized
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $2,953 Shares 5,533 Est. Cost $337.62 Unrealized +45.2%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $2,939 Shares 20,712 Est. Cost $140.30 Unrealized -22.4%
PFF ISHARES TR 0.8%
Value ($000) $2,831 Shares 92,285 Est. Cost $31.08 Unrealized
ROP ROPER TECHNOLOGIES INC 0.8%
Value ($000) $2,738 Shares 4,830 Est. Cost $512.74 Unrealized +9.6%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $2,697 Shares 9,148 Est. Cost $149.34 Unrealized +70.0%
URI UNITED RENTALS INC 0.7%
Value ($000) $2,546 Shares 3,379 Est. Cost $475.11 Unrealized +40.0%
DRI DARDEN RESTAURANTS INC 0.7%
Value ($000) $2,526 Shares 11,591 Est. Cost $142.65 Unrealized +43.2%
TRV TRAVELERS COMPANIES INC 0.6%
Value ($000) $2,334 Shares 8,724 Est. Cost $170.09 Unrealized +53.3%
WAB WABTEC 0.6%
Value ($000) $2,272 Shares 10,854 Est. Cost $112.41 Unrealized +70.5%
LOW LOWES COS INC 0.6%
Value ($000) $2,203 Shares 9,929 Est. Cost $198.99 Unrealized +10.9%
SYK STRYKER CORPORATION 0.6%
Value ($000) $2,177 Shares 5,504 Est. Cost $278.28 Unrealized +33.5%
DHI D R HORTON INC 0.6%
Value ($000) $2,014 Shares 15,622 Est. Cost $123.11 Unrealized -0.6%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $2,012 Shares 4,963 Est. Cost $485.67 Unrealized -14.1%
NFLX NETFLIX INC 0.5%
Value ($000) $1,986 Shares 1,483 Est. Cost $56.25 Unrealized +101.0%
DHR DANAHER CORPORATION 0.5%
Value ($000) $1,920 Shares 9,719 Est. Cost $214.26 Unrealized -9.9%
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,881 Shares 39,756 Est. Cost $28.66 Unrealized +44.6%
CMI CUMMINS INC 0.5%
Value ($000) $1,789 Shares 5,461 Est. Cost $220.60 Unrealized +38.6%
APTV APTIV PLC 0.5%
Value ($000) $1,769 Shares 25,927 Est. Cost $61.41 Unrealized +0.8%
ADBE ADOBE INC 0.5%
Value ($000) $1,732 Shares 4,476 Est. Cost $575.36 Unrealized -33.0%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,726 Shares 2,794 Est. Cost $479.90 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,564 Shares 3,567 Est. Cost $433.55 Unrealized
CBRE CBRE GROUP INC 0.4%
Value ($000) $1,560 Shares 11,136 Est. Cost $135.89 Unrealized -6.9%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $1,551 Shares 7,578 Est. Cost $170.40 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $1,485 Shares 6,454 Est. Cost $212.15 Unrealized +3.0%
HPQ HP INC 0.4%
Value ($000) $1,414 Shares 57,813 Est. Cost $26.37 Unrealized -6.3%
INGR INGREDION INC 0.4%
Value ($000) $1,384 Shares 10,204 Est. Cost $134.62 Unrealized +0.3%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,372 Shares 2,416 Est. Cost $504.74 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $1,349 Shares 8,290 Est. Cost $203.65 Unrealized -13.3%
MET METLIFE INC 0.3%
Value ($000) $1,265 Shares 15,733 Est. Cost $59.73 Unrealized +27.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,237 Shares 9,977 Est. Cost $89.06 Unrealized +15.4%
EFV ISHARES TR 0.3%
Value ($000) $1,220 Shares 19,219 Est. Cost $52.10 Unrealized
KDP KEURIG DR PEPPER INC 0.3%
Value ($000) $1,200 Shares 36,302 Est. Cost $33.13 Unrealized -0.3%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,174 Shares 8,202 Est. Cost $137.99 Unrealized -0.7%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,133 Shares 26,195 Est. Cost $33.62 Unrealized +24.4%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.3%
Value ($000) $1,036 Shares 16,600 Est. Cost $40.64 Unrealized
LKQ LKQ CORP 0.3%
Value ($000) $1,009 Shares 27,270 Est. Cost $43.66 Unrealized -10.7%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,006 Shares 7,487 Est. Cost $120.70 Unrealized +1.3%
INCY INCYTE CORP 0.3%
Value ($000) $983 Shares 14,431 Est. Cost $60.02 Unrealized +5.5%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $953 Shares 2,776 Est. Cost $340.80 Unrealized +1.1%
MRK MERCK & CO INC 0.3%
Value ($000) $942 Shares 11,896 Est. Cost $99.02 Unrealized -21.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $918 Shares 1,178 Est. Cost $575.10 Unrealized +34.5%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $912 Shares 3,001 Est. Cost $248.26 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $908 Shares 4,647 Est. Cost $174.71 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $902 Shares 7,295 Est. Cost $114.04 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $781 Shares 8,583 Est. Cost $79.39 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $752 Shares 5,147 Est. Cost $77.33 Unrealized +70.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $745 Shares 8,298 Est. Cost $109.55 Unrealized -19.6%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $736 Shares 2,695 Est. Cost $198.52 Unrealized +25.5%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $734 Shares 1,399 Est. Cost $832.72 Unrealized -33.2%
SHM SPDR SERIES TRUST 0.2%
Value ($000) $730 Shares 15,271 Est. Cost $47.79 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $691 Shares 1,936 Est. Cost $222.19 Unrealized +38.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $631 Shares 2,876 Est. Cost $140.18 Unrealized +41.2%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $621 Shares 2,425 Est. Cost $203.16 Unrealized +14.7%
CVS CVS HEALTH CORP 0.2%
Value ($000) $613 Shares 8,883 Est. Cost $65.71 Unrealized -2.3%
TGT TARGET CORP 0.2%
Value ($000) $586 Shares 5,945 Est. Cost $115.15 Unrealized -19.0%
HD HOME DEPOT INC 0.2%
Value ($000) $569 Shares 1,553 Est. Cost $293.72 Unrealized +21.2%
KO COCA COLA CO 0.2%
Value ($000) $564 Shares 7,973 Est. Cost $61.51 Unrealized +13.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $469 Shares 1,853 Est. Cost $197.02 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $467 Shares 2,517 Est. Cost $148.20 Unrealized +23.3%
MPC MARATHON PETE CORP 0.1%
Value ($000) $449 Shares 2,705 Est. Cost $143.68 Unrealized +2.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $444 Shares 2,439 Est. Cost $84.91 Unrealized +97.1%
DE DEERE & CO 0.1%
Value ($000) $425 Shares 836 Est. Cost $366.29 Unrealized +32.3%
IJT ISHARES TR 0.1%
Value ($000) $409 Shares 3,077 Est. Cost $125.53 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $402 Shares 300 Est. Cost $56.25 Unrealized +101.0%
VOX VANGUARD WORLD FD 0.1%
Value ($000) $378 Shares 2,210 Est. Cost $117.72 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $377 Shares 2,470 Est. Cost $143.73 Unrealized +4.9%
PCAR PACCAR INC 0.1%
Value ($000) $375 Shares 3,941 Est. Cost $82.85 Unrealized +9.2%
IYW ISHARES TR 0.1%
Value ($000) $371 Shares 2,140 Est. Cost $122.75 Unrealized
ABCB AMERIS BANCORP 0.1%
Value ($000) $361 Shares 5,587 Est. Cost $41.67 Unrealized +41.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $357 Shares 505 Est. Cost $377.98 Unrealized +51.3%
IWR ISHARES TR 0.1%
Value ($000) $346 Shares 3,757 Est. Cost $79.95 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $345 Shares 2,164 Est. Cost $142.15 Unrealized +13.1%
ABT ABBOTT LABS 0.1%
Value ($000) $331 Shares 2,432 Est. Cost $99.43 Unrealized +31.4%
GOOG ALPHABET INC 0.1%
Value ($000) $330 Shares 1,858 Est. Cost $134.68 Unrealized +22.4%
V VISA INC 0.1%
Value ($000) $324 Shares 914 Est. Cost $252.68 Unrealized +37.3%
IGSB ISHARES TR 0.1%
Value ($000) $322 Shares 6,100 Est. Cost $51.28 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $306 Shares 2,878 Est. Cost $64.96 Unrealized +39.4%
EEM ISHARES TR 0.1%
Value ($000) $304 Shares 6,310 Est. Cost $40.27 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $294 Shares 6,008 Est. Cost $47.98 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $291 Shares 3,227 Est. Cost $64.09 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $288 Shares 965 Est. Cost $313.84 Unrealized -3.5%
AMGN AMGEN INC 0.1%
Value ($000) $274 Shares 982 Est. Cost $260.84 Unrealized +6.5%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $268 Shares 2,499 Est. Cost $87.51 Unrealized +14.6%
NVS NOVARTIS AG 0.1%
Value ($000) $261 Shares 2,155 Est. Cost $101.51 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $253 Shares 2,540 Est. Cost $103.27 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $252 Shares 1,170 Est. Cost $201.22 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $228 Shares 828 Est. Cost $159.07 Unrealized +35.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $228 Shares 1,096 Est. Cost $146.20 Unrealized +19.2%
VLTO VERALTO CORP 0.1%
Value ($000) $226 Shares 2,239 Est. Cost $73.75 Unrealized +30.4%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $226 Shares 4,700 Est. Cost $53.62 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 2,528 Est. Cost $88.65 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $223 Shares 730 Est. Cost $194.49 Unrealized
SRE SEMPRA 0.1%
Value ($000) $220 Shares 2,910 Est. Cost $68.48 Unrealized +6.0%
UNILEVER PLC 0.1%
Value ($000) $220 Shares 3,590 Est. Cost $51.98 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $215 Shares 2,933 Est. Cost $51.55 Unrealized +30.6%
ARM ARM HOLDINGS PLC 0.1%
Value ($000) $202 Shares 1,250 Est. Cost $163.62 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $202 Shares 575 Est. Cost $233.78 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $194 Shares 1,987 Est. Cost $54.58 Unrealized +73.6%
IYJ ISHARES TR 0.1%
Value ($000) $191 Shares 1,340 Est. Cost $114.36 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $185 Shares 2,667 Est. Cost $54.85 Unrealized +24.1%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $181 Shares 9,500 Est. Cost $19.07 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $178 Shares 2,025 Est. Cost $85.54 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $177 Shares 1,642 Est. Cost $97.82 Unrealized +6.8%
BKCH GLOBAL X FDS 0.0%
Value ($000) $173 Shares 3,275 Est. Cost $46.24 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $165 Shares 340 Est. Cost $365.62 Unrealized +38.9%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $160 Shares 162 Est. Cost $646.93 Unrealized +53.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $158 Shares 850 Est. Cost $136.34 Unrealized +21.7%
IWP ISHARES TR 0.0%
Value ($000) $158 Shares 1,140 Est. Cost $104.46 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $154 Shares 1,475 Est. Cost $79.93 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $151 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
HEDJ WISDOMTREE TR 0.0%
Value ($000) $144 Shares 3,000 Est. Cost $42.85 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $144 Shares 6,532 Est. Cost $27.73 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $141 Shares 38 Est. Cost $2728.81 Unrealized +35.1%
BA BOEING CO 0.0%
Value ($000) $139 Shares 664 Est. Cost $209.25 Unrealized -9.7%
SUB ISHARES TR 0.0%
Value ($000) $138 Shares 1,300 Est. Cost $105.43 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $134 Shares 2,375 Est. Cost $106.77 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $134 Shares 1,988 Est. Cost $68.90 Unrealized -5.5%
ITOT ISHARES TR 0.0%
Value ($000) $133 Shares 982 Est. Cost $117.60 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $125 Shares 2,000 Est. Cost $39.03 Unrealized
CSX CSX CORP 0.0%
Value ($000) $122 Shares 3,725 Est. Cost $33.22 Unrealized -10.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $121 Shares 379 Est. Cost $164.24 Unrealized +70.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $120 Shares 371 Est. Cost $115.14 Unrealized +129.2%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $120 Shares 1,090 Est. Cost $93.65 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $119 Shares 2,821 Est. Cost $35.20 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $115 Shares 3,135 Est. Cost $31.31 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $111 Shares 700 Est. Cost $95.35 Unrealized +32.0%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $109 Shares 2,680 Est. Cost $40.93 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $107 Shares 607 Est. Cost $158.22 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $107 Shares 901 Est. Cost $47.96 Unrealized +140.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $106 Shares 1,255 Est. Cost $58.63 Unrealized +34.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $103 Shares 1,041 Est. Cost $80.24 Unrealized +18.9%
IYF ISHARES TR 0.0%
Value ($000) $100 Shares 825 Est. Cost $85.41 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $97 Shares 2,246 Est. Cost $31.66 Unrealized +20.0%
SHEL SHELL PLC 0.0%
Value ($000) $92 Shares 1,300 Est. Cost $65.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $91 Shares 767 Est. Cost $90.27 Unrealized +27.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $87 Shares 655 Est. Cost $96.69 Unrealized +35.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $86 Shares 1,850 Est. Cost $45.56 Unrealized +3.6%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $85 Shares 600 Est. Cost $92.16 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $84 Shares 652 Est. Cost $153.29 Unrealized -24.6%
AGG ISHARES TR 0.0%
Value ($000) $81 Shares 820 Est. Cost $99.17 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $81 Shares 325 Est. Cost $250.70 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $80 Shares 1,380 Est. Cost $80.03 Unrealized -32.0%
IYK ISHARES TR 0.0%
Value ($000) $79 Shares 1,125 Est. Cost $108.99 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $76 Shares 350 Est. Cost $182.85 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $73 Shares 750 Est. Cost $75.76 Unrealized +4.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $72 Shares 232 Est. Cost $515.19 Unrealized -27.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $72 Shares 1,233 Est. Cost $40.70 Unrealized +37.5%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $69 Shares 505 Est. Cost $77.84 Unrealized +50.7%
IYM ISHARES TR 0.0%
Value ($000) $69 Shares 490 Est. Cost $138.16 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $68 Shares 921 Est. Cost $49.67 Unrealized +24.0%
IJR ISHARES TR 0.0%
Value ($000) $67 Shares 616 Est. Cost $110.56 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $67 Shares 122 Est. Cost $414.47 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $67 Shares 258 Est. Cost $208.58 Unrealized +22.7%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $67 Shares 525 Est. Cost $92.26 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $67 Shares 1,830 Est. Cost $23.22 Unrealized +48.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $66 Shares 133 Est. Cost $457.45 Unrealized +6.3%
SLQD ISHARES TR 0.0%
Value ($000) $66 Shares 1,300 Est. Cost $49.20 Unrealized
INTU INTUIT 0.0%
Value ($000) $64 Shares 81 Est. Cost $593.44 Unrealized +13.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $63 Shares 1,211 Est. Cost $38.35 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $63 Shares 200 Est. Cost $159.16 Unrealized +48.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $61 Shares 217 Est. Cost $237.54 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $61 Shares 785 Est. Cost $69.81 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $60 Shares 375 Est. Cost $108.32 Unrealized +41.0%
GE GE AEROSPACE 0.0%
Value ($000) $58 Shares 226 Est. Cost $147.53 Unrealized +48.2%
IYC ISHARES TR 0.0%
Value ($000) $58 Shares 580 Est. Cost $75.77 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $56 Shares 241 Est. Cost $175.03 Unrealized +14.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $56 Shares 192 Est. Cost $262.80 Unrealized +15.5%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $56 Shares 690 Est. Cost $73.10 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $56 Shares 125 Est. Cost $440.62 Unrealized +4.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $55 Shares 628 Est. Cost $71.45 Unrealized +16.9%
BETZ LISTED FDS TR 0.0%
Value ($000) $55 Shares 2,300 Est. Cost $23.75 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $54 Shares 925 Est. Cost $51.05 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $53 Shares 105 Est. Cost $379.88 Unrealized +14.1%
GDX VANECK ETF TRUST 0.0%
Value ($000) $53 Shares 1,025 Est. Cost $31.01 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $53 Shares 167 Est. Cost $241.47 Unrealized +24.8%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $53 Shares 300 Est. Cost $137.07 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $53 Shares 271 Est. Cost $181.78 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $52 Shares 1,140 Est. Cost $44.12 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $51 Shares 1,550 Est. Cost $21.78 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $50 Shares 472 Est. Cost $89.58 Unrealized +15.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $49 Shares 241 Est. Cost $181.87 Unrealized +2.1%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $49 Shares 225 Est. Cost $190.96 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $49 Shares 533 Est. Cost $43.67 Unrealized +92.2%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $48 Shares 858 Est. Cost $38.82 Unrealized +41.6%
FDX FEDEX CORP 0.0%
Value ($000) $48 Shares 210 Est. Cost $243.02 Unrealized -11.4%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $47 Shares 2,600 Est. Cost $14.12 Unrealized
FFIV F5 INC 0.0%
Value ($000) $45 Shares 154 Est. Cost $173.73 Unrealized +59.0%
CF CF INDS HLDGS INC 0.0%
Value ($000) $43 Shares 470 Est. Cost $75.58 Unrealized +11.1%
MS MORGAN STANLEY 0.0%
Value ($000) $43 Shares 305 Est. Cost $82.38 Unrealized +46.8%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $42 Shares 674 Est. Cost $56.42 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $40 Shares 500 Est. Cost $45.55 Unrealized +73.4%
RNST RENASANT CORP 0.0%
Value ($000) $39 Shares 1,098 Est. Cost $28.03 Unrealized +18.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $39 Shares 85 Est. Cost $449.48 Unrealized +2.1%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $39 Shares 59 Est. Cost $542.39 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $38 Shares 70 Est. Cost $362.26 Unrealized +44.3%
SCZ ISHARES TR 0.0%
Value ($000) $38 Shares 516 Est. Cost $60.78 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $37 Shares 368 Est. Cost $124.59 Unrealized -24.5%
FTV FORTIVE CORP 0.0%
Value ($000) $37 Shares 711 Est. Cost $52.24 Unrealized -0.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $37 Shares 366 Est. Cost $83.05 Unrealized +24.9%
RMD RESMED INC 0.0%
Value ($000) $35 Shares 134 Est. Cost $150.68 Unrealized +57.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $35 Shares 145 Est. Cost $220.13 Unrealized -6.4%
GEV GE VERNOVA INC 0.0%
Value ($000) $34 Shares 65 Est. Cost $200.69 Unrealized +107.3%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $34 Shares 281 Est. Cost $106.28 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $33 Shares 251 Est. Cost $150.99 Unrealized -13.2%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $33 Shares 426 Est. Cost $63.47 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $33 Shares 475 Est. Cost $103.05 Unrealized
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $32 Shares 1,288 Est. Cost $24.88 Unrealized -9.7%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $32 Shares 380 Est. Cost $84.72 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $32 Shares 110 Est. Cost $270.55 Unrealized +0.7%
LIN LINDE PLC 0.0%
Value ($000) $32 Shares 68 Est. Cost $446.95 Unrealized +1.2%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $31 Shares 290 Est. Cost $102.97 Unrealized +10.6%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $31 Shares 116 Est. Cost $185.30 Unrealized +39.0%
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value ($000) $30 Shares 125 Est. Cost $211.37 Unrealized +8.1%
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $30 Shares 652 Est. Cost $38.09 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $30 Shares 600 Est. Cost $30.24 Unrealized +55.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $29 Shares 175 Est. Cost $117.74 Unrealized +24.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $29 Shares 415 Est. Cost $67.35 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $29 Shares 250 Est. Cost $83.33 Unrealized +24.5%
BLK BLACKROCK INC 0.0%
Value ($000) $28 Shares 27 Est. Cost $991.05 Unrealized -5.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $28 Shares 119 Est. Cost $230.06 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $27 Shares 394 Est. Cost $58.06 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $27 Shares 600 Est. Cost $33.10 Unrealized +23.1%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $27 Shares 125 Est. Cost $136.74 Unrealized +35.3%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 93 Est. Cost $269.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $27 Shares 86 Est. Cost $253.49 Unrealized +19.3%
ZTS ZOETIS INC 0.0%
Value ($000) $26 Shares 169 Est. Cost $175.75 Unrealized -10.4%
EFG ISHARES TR 0.0%
Value ($000) $26 Shares 235 Est. Cost $100.36 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $26 Shares 245 Est. Cost $66.82 Unrealized +51.4%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 320 Est. Cost $80.78 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $26 Shares 219 Est. Cost $123.65 Unrealized -11.5%
MMM 3M CO 0.0%
Value ($000) $26 Shares 170 Est. Cost $86.56 Unrealized +63.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $26 Shares 140 Est. Cost $162.09 Unrealized +5.2%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $34.25 Unrealized
GLW CORNING INC 0.0%
Value ($000) $26 Shares 487 Est. Cost $27.12 Unrealized +70.7%
WELL WELLTOWER INC 0.0%
Value ($000) $26 Shares 166 Est. Cost $83.03 Unrealized +78.1%
COR CENCORA INC 0.0%
Value ($000) $25 Shares 85 Est. Cost $241.73 Unrealized +18.7%
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $25 Shares 570 Est. Cost $44.59 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $25 Shares 299 Est. Cost $45.08 Unrealized +57.9%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $36.55 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $25 Shares 65 Est. Cost $263.62 Unrealized +25.5%
OMAH TIDAL TRUST III 0.0%
Value ($000) $25 Shares 1,300 Est. Cost $19.30 Unrealized
DDS DILLARDS INC 0.0%
Value ($000) $25 Shares 60 Est. Cost $390.12 Unrealized -8.5%
IUSG ISHARES TR 0.0%
Value ($000) $25 Shares 165 Est. Cost $131.92 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $24 Shares 800 Est. Cost $19.15 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $24 Shares 191 Est. Cost $110.29 Unrealized +14.1%
ITA ISHARES TR 0.0%
Value ($000) $24 Shares 125 Est. Cost $166.01 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $23 Shares 700 Est. Cost $17.06 Unrealized +49.6%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $23 Shares 57 Est. Cost $406.89 Unrealized
OR OR ROYALTIES INC. 0.0%
Value ($000) $23 Shares 900 Est. Cost $24.09 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 213 Est. Cost $90.40 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $23 Shares 93 Est. Cost $237.29 Unrealized -0.1%
DBEM DBX ETF TR 0.0%
Value ($000) $23 Shares 838 Est. Cost $23.07 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $23 Shares 85 Est. Cost $162.29 Unrealized +46.5%
PPL PPL CORP 0.0%
Value ($000) $22 Shares 653 Est. Cost $23.57 Unrealized +44.4%
IWB ISHARES TR 0.0%
Value ($000) $22 Shares 65 Est. Cost $262.26 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $22 Shares 120 Est. Cost $162.91 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $22 Shares 43 Est. Cost $478.56 Unrealized -3.7%
XOP SPDR SERIES TRUST 0.0%
Value ($000) $22 Shares 171 Est. Cost $135.03 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $21 Shares 602 Est. Cost $40.09 Unrealized -15.4%
CACI CACI INTL INC 0.0%
Value ($000) $21 Shares 45 Est. Cost $382.67 Unrealized +15.8%
BP BP PLC 0.0%
Value ($000) $21 Shares 700 Est. Cost $33.84 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $21 Shares 67 Est. Cost $269.06 Unrealized +8.1%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $21 Shares 200 Est. Cost $144.07 Unrealized -23.1%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $20 Shares 155 Est. Cost $127.66 Unrealized -4.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 80 Est. Cost $224.65 Unrealized +1.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $20 Shares 125 Est. Cost $135.36 Unrealized +7.1%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $20 Shares 1,675 Est. Cost $5.90 Unrealized +78.8%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $19 Shares 600 Est. Cost $25.56 Unrealized +16.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $19 Shares 130 Est. Cost $119.71 Unrealized +20.4%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $19 Shares 400 Est. Cost $36.30 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $18 Shares 126 Est. Cost $121.91 Unrealized +21.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $18 Shares 200 Est. Cost $56.12 Unrealized +48.2%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 592 Est. Cost $24.79 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 608 Est. Cost $41.67 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $17 Shares 62 Est. Cost $263.17 Unrealized +1.9%
NEM NEWMONT CORP 0.0%
Value ($000) $17 Shares 300 Est. Cost $52.90 Unrealized 0.0%
CDW CDW CORP 0.0%
Value ($000) $17 Shares 97 Est. Cost $184.50 Unrealized -8.9%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $17 Shares 500 Est. Cost $21.24 Unrealized +48.5%
KKR KKR & CO INC 0.0%
Value ($000) $17 Shares 130 Est. Cost $136.88 Unrealized -14.8%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 699 Est. Cost $36.44 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $17 Shares 105 Est. Cost $92.20 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $17 Shares 93 Est. Cost $157.40 Unrealized +0.0%
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $17 Shares 100 Est. Cost $107.74 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $17 Shares 11 Est. Cost $1237.72 Unrealized +6.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $17 Shares 16 Est. Cost $956.89 Unrealized +8.0%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $17 Shares 85 Est. Cost $189.94 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $16 Shares 122 Est. Cost $105.08 Unrealized +8.1%
CB CHUBB LIMITED 0.0%
Value ($000) $16 Shares 56 Est. Cost $270.79 Unrealized +6.0%
SYM SYMBOTIC INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $26.19 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $15 Shares 15 Est. Cost $192.75 Unrealized -2.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $15 Shares 410 Est. Cost $33.99 Unrealized +5.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $15 Shares 75 Est. Cost $124.75 Unrealized +57.8%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $15 Shares 240 Est. Cost $53.44 Unrealized +14.3%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $15 Shares 60 Est. Cost $179.84 Unrealized +28.8%
KR KROGER CO 0.0%
Value ($000) $14 Shares 200 Est. Cost $42.39 Unrealized +60.8%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $14 Shares 32 Est. Cost $418.21 Unrealized +3.9%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $14 Shares 195 Est. Cost $73.11 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 356 Est. Cost $33.73 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $14 Shares 125 Est. Cost $77.51 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $14 Shares 111 Est. Cost $72.47 Unrealized +69.6%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $14 Shares 25 Est. Cost $445.31 Unrealized +18.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $14 Shares 85 Est. Cost $130.97 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $14 Shares 160 Est. Cost $63.17 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $13 Shares 100 Est. Cost $97.15 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $13 Shares 172 Est. Cost $42.66 Unrealized +64.6%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $13 Shares 140 Est. Cost $90.73 Unrealized +0.5%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $13 Shares 90 Est. Cost $120.02 Unrealized +17.6%
IGM ISHARES TR 0.0%
Value ($000) $12 Shares 110 Est. Cost $146.52 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $101.32 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $12 Shares 150 Est. Cost $41.03 Unrealized +73.4%
UAN CVR PARTNERS LP 0.0%
Value ($000) $12 Shares 135 Est. Cost $65.50 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $12 Shares 90 Est. Cost $117.22 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $12 Shares 492 Est. Cost $26.14 Unrealized -14.5%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $12 Shares 650 Est. Cost $15.52 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $12 Shares 175 Est. Cost $56.14 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $12 Shares 2 Est. Cost $3067.93 Unrealized +66.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $11 Shares 201 Est. Cost $61.50 Unrealized -17.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $11 Shares 65 Est. Cost $236.50 Unrealized -23.7%
IWO ISHARES TR 0.0%
Value ($000) $11 Shares 39 Est. Cost $262.84 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 393 Est. Cost $43.58 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $11 Shares 250 Est. Cost $42.84 Unrealized -12.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $8.91 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 61 Est. Cost $149.80 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $99.32 Unrealized -21.8%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $115.70 Unrealized +57.6%
CORZ CORE SCIENTIFIC INC NEW 0.0%
Value ($000) $10 Shares 575 Est. Cost $14.77 Unrealized -32.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $96.69 Unrealized -35.6%
ACWI ISHARES TR 0.0%
Value ($000) $10 Shares 75 Est. Cost $101.77 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $10 Shares 12 Est. Cost $693.08 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $9 Shares 18 Est. Cost $497.73 Unrealized -0.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $9 Shares 225 Est. Cost $58.62 Unrealized -29.8%
CERT CERTARA INC 0.0%
Value ($000) $9 Shares 800 Est. Cost $11.83 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $9 Shares 70 Est. Cost $111.64 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $316.76 Unrealized -16.0%
CIB GRUPO CIBEST SA 0.0%
Value ($000) $9 Shares 200 Est. Cost $46.19 Unrealized
F FORD MTR CO 0.0%
Value ($000) $9 Shares 850 Est. Cost $10.72 Unrealized -8.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.91 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $9 Shares 550 Est. Cost $30.27 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $9 Shares 50 Est. Cost $147.15 Unrealized
SAFT SAFETY INS GROUP INC 0.0%
Value ($000) $9 Shares 114 Est. Cost $75.48 Unrealized +4.6%
GTLB GITLAB INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.73 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $9 Shares 48 Est. Cost $61.00 Unrealized +151.9%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 31 Est. Cost $219.58 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $9 Shares 400 Est. Cost $18.16 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 52 Est. Cost $143.12 Unrealized +6.5%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $8 Shares 12 Est. Cost $655.15 Unrealized -4.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $104.39 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $8 Shares 100 Est. Cost $60.36 Unrealized +33.7%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.95 Unrealized +11.7%
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
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $8 Shares 35 Est. Cost $198.35 Unrealized +6.1%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.47 Unrealized -8.3%
PHM PULTE GROUP INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $83.60 Unrealized +19.9%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $114.00 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $7 Shares 25 Est. Cost $242.81 Unrealized +18.4%
ARMK ARAMARK 0.0%
Value ($000) $7 Shares 175 Est. Cost $36.37 Unrealized +1.1%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 37 Est. Cost $180.20 Unrealized
SNY SANOFI 0.0%
Value ($000) $7 Shares 149 Est. Cost $49.53 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.43 Unrealized -3.4%
OKLO OKLO INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $38.57 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $144.29 Unrealized -5.6%
RL RALPH LAUREN CORP 0.0%
Value ($000) $7 Shares 25 Est. Cost $119.69 Unrealized +105.0%
EQL ALPS ETF TR 0.0%
Value ($000) $7 Shares 156 Est. Cost $65.74 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $7 Shares 333 Est. Cost $24.47 Unrealized -8.3%
DGRW WISDOMTREE TR 0.0%
Value ($000) $7 Shares 81 Est. Cost $79.86 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 25 Est. Cost $186.56 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $7 Shares 100 Est. Cost $30.33 Unrealized +82.5%
IWN ISHARES TR 0.0%
Value ($000) $7 Shares 42 Est. Cost $154.49 Unrealized
WULF TERAWULF INC 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $6.45 Unrealized -47.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $6 Shares 26 Est. Cost $243.03 Unrealized -0.6%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $6 Shares 125 Est. Cost $51.05 Unrealized
LPG DORIAN LPG LTD 0.0%
Value ($000) $6 Shares 250 Est. Cost $33.05 Unrealized -33.0%
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 105 Est. Cost $47.40 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 140 Est. Cost $39.37 Unrealized
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $6 Shares 210 Est. Cost $23.53 Unrealized +5.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $6 Shares 67 Est. Cost $60.81 Unrealized +34.8%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $124.01 Unrealized -11.0%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $6 Shares 50 Est. Cost $116.38 Unrealized -2.1%
ALC ALCON AG 0.0%
Value ($000) $5 Shares 60 Est. Cost $73.37 Unrealized +22.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $5 Shares 50 Est. Cost $81.59 Unrealized +12.4%
FLS FLOWSERVE CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.09 Unrealized -1.2%
MAS MASCO CORP 0.0%
Value ($000) $5 Shares 80 Est. Cost $69.75 Unrealized -10.8%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $5 Shares 160 Est. Cost $33.29 Unrealized -9.9%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $50.72 Unrealized +95.5%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $5 Shares 92 Est. Cost $36.12 Unrealized +29.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $84.61 Unrealized +23.2%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $5 Shares 50 Est. Cost $86.72 Unrealized -2.7%
AON AON PLC 0.0%
Value ($000) $5 Shares 13 Est. Cost $315.32 Unrealized +14.6%
TOTALENERGIES SE 0.0%
Value ($000) $5 Shares 75 Est. Cost $67.39 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.19 Unrealized -7.6%
VTS VITESSE ENERGY INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.60 Unrealized -14.4%
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.82 Unrealized -10.5%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $4 Shares 10 Est. Cost $376.90 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $4 Shares 300 Est. Cost $9.36 Unrealized
UI UBIQUITI INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $121.81 Unrealized +198.9%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $132.91 Unrealized +22.9%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $103.45 Unrealized -24.2%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $4 Shares 164 Est. Cost $20.40 Unrealized +2.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 150 Est. Cost $32.24 Unrealized -17.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $4 Shares 30 Est. Cost $129.79 Unrealized +1.5%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $4 Shares 105 Est. Cost $36.64 Unrealized -4.2%
BCS BARCLAYS PLC 0.0%
Value ($000) $4 Shares 200 Est. Cost $10.71 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.10 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $4 Shares 50 Est. Cost $78.48 Unrealized -11.4%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $115.65 Unrealized +21.8%
RWT REDWOOD TRUST INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $6.35 Unrealized
GLOBAL MED REIT INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.40 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $3 Shares 66 Est. Cost $55.42 Unrealized -4.8%
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.54 Unrealized +2.9%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $3 Shares 43 Est. Cost $77.04 Unrealized
SIL GLOBAL X FDS 0.0%
Value ($000) $3 Shares 70 Est. Cost $28.37 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $3 Shares 15 Est. Cost $209.53 Unrealized -8.0%
GAP GAP INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.80 Unrealized +0.3%
IONQ IONQ INC 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.51 Unrealized 0.0%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $2.35 Unrealized +143.5%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $61.22 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $3 Shares 23 Est. Cost $96.53 Unrealized +13.9%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.98 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $3 Shares 175 Est. Cost $16.81 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.76 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $14.52 Unrealized +47.4%
EZM WISDOMTREE TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $57.40 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $3 Shares 12 Est. Cost $218.39 Unrealized +5.1%
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.69 Unrealized -10.1%
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $51.98 Unrealized +40.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $59.53 Unrealized -9.7%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 46 Est. Cost $49.66 Unrealized +13.2%
USXF ISHARES TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.60 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $2 Shares 2 Est. Cost $1081.40 Unrealized +3.3%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.13 Unrealized -16.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $286.33 Unrealized +5.4%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.28 Unrealized -29.2%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $118.40 Unrealized -27.1%
RIET ETF SER SOLUTIONS 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.03 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $155.67 Unrealized -18.3%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $2 Shares 58 Est. Cost $35.45 Unrealized -8.2%
TGNA TEGNA INC 0.0%
Value ($000) $2 Shares 109 Est. Cost $14.99 Unrealized +10.9%
CHYM CHIME FINL INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.95 Unrealized 0.0%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.37 Unrealized +21.3%
SCPHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 425 Est. Cost $6.27 Unrealized
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $2 Shares 1,600 Est. Cost $2.33 Unrealized -57.1%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $2 Shares 32 Est. Cost $41.88 Unrealized
T AT&T INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.35 Unrealized +10.7%
TPVG TRIPLEPOINT VENTURE GROWTH B 0.0%
Value ($000) $1 Shares 200 Est. Cost $9.16 Unrealized -28.5%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $1 Shares 87 Est. Cost $9.11 Unrealized
ONON ON HLDG AG 0.0%
Value ($000) $1 Shares 25 Est. Cost $50.96 Unrealized 0.0%
SYNOVUS FINL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.68 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.70 Unrealized +16.7%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $1 Shares 193 Est. Cost $5.85 Unrealized
HELP CYBIN INC 0.0%
Value ($000) $1 Shares 137 Est. Cost $8.66 Unrealized -16.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.83 Unrealized -0.3%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $0.99 Unrealized +132.1%
RACE FERRARI N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $333.89 Unrealized +39.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.78 Unrealized 0.0%
AVTR AVANTOR INC 0.0%
Value ($000) $1 Shares 63 Est. Cost $20.49 Unrealized -33.2%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $33.78 Unrealized -29.7%
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $34.32 Unrealized -56.9%
MJ AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 37 Est. Cost $19.51 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 69 Est. Cost $8.69 Unrealized -5.7%
KEY KEYCORP 0.0%
Value ($000) $1 Shares 34 Est. Cost $10.93 Unrealized +37.7%
WVVI WILLAMETTE VY VINEYARD INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.36 Unrealized +8.9%
FURY FURY GOLD MINES LIMITED 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.39 Unrealized +8.3%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $71.55 Unrealized -70.9%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $39.00 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.61 Unrealized +45.8%
YEXT YEXT INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.15 Unrealized +14.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.94 Unrealized -27.1%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $5.96 Unrealized -77.7%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.20 Unrealized
AQB AQUABOUNTY TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $2.88 Unrealized -74.2%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.06 Unrealized
SVA SINOVAC BIOTECH LTD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $6.47 Unrealized 0.0%
RAL RALLIANT CORP 0.0%
Value ($000) $0 Shares 234 Est. Cost $49.24 Unrealized 0.0%