PROATHLETE WEALTH MANAGEMENT LLC Diversified Active

Location: Boca Raton, FL

CIK: 0002012065 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 27, 2026

Total Value: $361M (100.0% shares, 0.0% debt)

Holdings (296)

IVV ISHARES CORE S&P 500 ETF 28.2%
Value $102M Shares 155,371 Est. Cost $529.03 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 13.1%
Value $47.19M Shares 110,460 Est. Cost $360.74 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 9.1%
Value $32.91M Shares 153,566 Est. Cost $187.01 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 7.8%
Value $28.24M Shares 226,928 Est. Cost $109.89 Unrealized
QQQ INVESCO QQQ TR 5.0%
Value $18.1M Shares 31,325 Est. Cost $444.64 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.2%
Value $15.25M Shares 168,468 Est. Cost $70.91 Unrealized
AVUV AVANTIS US SMALL CAP VALUE ETF 3.5%
Value $12.66M Shares 113,960 Est. Cost $92.23 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES 2.5%
Value $8.903M Shares 164,521 Est. Cost $43.56 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 2.3%
Value $8.398M Shares 216,802 Est. Cost $41.04 Unrealized
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 2.3%
Value $8.117M Shares 159,332 Est. Cost $50.63 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 2.2%
Value $7.76M Shares 65,399 Est. Cost $117.59 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 2.0%
Value $7.068M Shares 66,561 Est. Cost $107.56 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 1.9%
Value $6.996M Shares 82,374 Est. Cost $66.26 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 1.5%
Value $5.27M Shares 81,938 Est. Cost $54.27 Unrealized
MSFT MICROSOFT CORP 1.2%
Value $4.192M Shares 11,325 Est. Cost $353.66 Unrealized +22.9%
GOOGL ALPHABET INC CLASS CLASS A 1.1%
Value $3.845M Shares 13,369 Est. Cost $133.82 Unrealized +141.6%
NVDA NVIDIA CORP 0.8%
Value $2.734M Shares 15,677 Est. Cost $99.13 Unrealized +88.3%
AMZN AMAZON.COM INC 0.8%
Value $2.728M Shares 13,098 Est. Cost $143.25 Unrealized +58.4%
SPY STATE STREET SPDR S&P 500 ETF TRUST 0.5%
Value $1.939M Shares 2,982 Est. Cost $496.23 Unrealized
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.5%
Value $1.838M Shares 40,384 Est. Cost $39.19 Unrealized
WMT WALMART INC 0.5%
Value $1.645M Shares 13,231 Est. Cost $55.33 Unrealized +120.5%
JPM JPMORGAN CHASE & CO 0.4%
Value $1.603M Shares 5,450 Est. Cost $153.15 Unrealized +103.3%
AXP AMERICAN EXPRESS CO 0.4%
Value $1.394M Shares 4,609 Est. Cost $165.03 Unrealized +115.8%
NFLX NETFLIX INC 0.4%
Value $1.284M Shares 13,354 Est. Cost $101.50 Unrealized -17.4%
IBM IBM CORP 0.3%
Value $1.144M Shares 4,721 Est. Cost $145.23 Unrealized +95.5%
AAPL APPLE INC 0.3%
Value $1.133M Shares 4,461 Est. Cost $193.18 Unrealized +36.0%
META META PLATFORMS INC CLASS CLASS A 0.3%
Value $1.104M Shares 1,929 Est. Cost $338.55 Unrealized +93.6%
PGR PROGRESSIVE CORP OH 0.3%
Value $982K Shares 4,954 Est. Cost $143.35 Unrealized +44.2%
KO THE COCA-COLA CO 0.3%
Value $930K Shares 12,225 Est. Cost $55.24 Unrealized +35.3%
VZ VERIZON COMMUNICATIONS I 0.3%
Value $916K Shares 18,251 Est. Cost $31.60 Unrealized +38.7%
C CITIGROUP INC 0.3%
Value $915K Shares 8,067 Est. Cost $45.65 Unrealized +154.5%
TSLA TESLA INC 0.2%
Value $832K Shares 2,237 Est. Cost $250.01 Unrealized +70.4%
V VISA INC CLASS CLASS A 0.2%
Value $808K Shares 2,673 Est. Cost $246.37 Unrealized +33.6%
IAU ISHARES GOLD TRUST 0.2%
Value $808K Shares 9,169 Est. Cost $81.82 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $760K Shares 5,258 Est. Cost $141.89 Unrealized +7.0%
TXN TEXAS INSTRS INC 0.2%
Value $751K Shares 3,868 Est. Cost $149.15 Unrealized +38.3%
LOW LOWES COS INC 0.2%
Value $749K Shares 3,168 Est. Cost $200.62 Unrealized +35.3%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 0.2%
Value $664K Shares 7,048 Est. Cost $66.49 Unrealized
MA MASTERCARD INC CLASS CLASS A 0.2%
Value $624K Shares 1,248 Est. Cost $399.05 Unrealized +35.1%
SBUX STARBUCKS CORP 0.2%
Value $610K Shares 6,804 Est. Cost $92.29 Unrealized +1.4%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.2%
Value $549K Shares 6,899 Est. Cost $77.39 Unrealized
MS MORGAN STANLEY 0.2%
Value $549K Shares 3,333 Est. Cost $77.13 Unrealized +133.0%
CMG CHIPOTLE MEXICAN GRILL I 0.1%
Value $507K Shares 15,832 Est. Cost $60.31 Unrealized -35.7%
PFE PFIZER INC 0.1%
Value $460K Shares 16,374 Est. Cost $26.10 Unrealized +0.3%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.1%
Value $460K Shares 6,712 Est. Cost $53.13 Unrealized
CSCO CISCO SYS INC 0.1%
Value $435K Shares 5,600 Est. Cost $50.43 Unrealized +54.5%
XOM EXXON MOBIL CORP 0.1%
Value $395K Shares 2,330 Est. Cost $98.82 Unrealized +40.4%
NKE NIKE INC CLASS CLASS B 0.1%
Value $370K Shares 6,996 Est. Cost $96.30 Unrealized -33.6%
BIIB BIOGEN INC 0.1%
Value $356K Shares 1,944 Est. Cost $233.19 Unrealized -21.4%
SYK STRYKER CORP 0.1%
Value $343K Shares 1,042 Est. Cost $295.35 Unrealized +23.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $329K Shares 1,213 Est. Cost $511.31 Unrealized -39.6%
JNJ JOHNSON & JOHNSON 0.1%
Value $320K Shares 1,308 Est. Cost $152.94 Unrealized +49.0%
COP CONOCOPHILLIPS 0.1%
Value $313K Shares 2,373 Est. Cost $109.93 Unrealized -6.6%
PM PHILIP MORRIS INTL INC 0.1%
Value $282K Shares 1,703 Est. Cost $110.74 Unrealized +58.8%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value $276K Shares 9,110 Est. Cost $31.19 Unrealized
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value $227K Shares 2,371 Est. Cost $94.73 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $217K Shares 217 Est. Cost $955.65 Unrealized +0.8%
HD HOME DEPOT INC 0.1%
Value $217K Shares 660 Est. Cost $356.22 Unrealized +5.8%
AVGO BROADCOM INC 0.1%
Value $215K Shares 695 Est. Cost $244.92 Unrealized +36.4%
ABBV ABBVIE INC 0.1%
Value $214K Shares 984 Est. Cost $190.17 Unrealized +17.0%
LLY ELI LILLY AND CO 0.1%
Value $214K Shares 232 Est. Cost $876.38 Unrealized +19.5%
GD GENERAL DYNAMICS CORP 0.1%
Value $207K Shares 603 Est. Cost $255.81 Unrealized +38.6%
CVX CHEVRON CORP NEW 0.1%
Value $202K Shares 978 Est. Cost $150.50 Unrealized +14.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value $200K Shares 2,861 Est. Cost $54.90 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $200K Shares 627 Est. Cost $212.91 Unrealized +48.5%
BLK BLACKROCK INC NEW 0.1%
Value $199K Shares 207 Est. Cost $991.05 Unrealized +10.7%
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $192K Shares 145 Est. Cost $831.88 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value $190K Shares 1,677 Est. Cost $80.86 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value $185K Shares 3,260 Est. Cost $43.71 Unrealized
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 0.0%
Value $176K Shares 3,719 Est. Cost $43.95 Unrealized
SO SOUTHERN CO 0.0%
Value $175K Shares 1,817 Est. Cost $84.22 Unrealized +6.3%
VUG VANGUARD GROWTH INDEX FUND ETF SHARES 0.0%
Value $168K Shares 385 Est. Cost $391.10 Unrealized
AMD ADVANCED MICRO DEVIC 0.0%
Value $154K Shares 759 Est. Cost $142.84 Unrealized +55.2%
MCD MCDONALDS CORP 0.0%
Value $154K Shares 496 Est. Cost $294.12 Unrealized +7.9%
SLV ISHARES SILVER TRUST 0.0%
Value $147K Shares 2,157 Est. Cost $30.99 Unrealized
PLD PROLOGIS INC REIT 0.0%
Value $144K Shares 1,087 Est. Cost $112.32 Unrealized +14.9%
UAL UNITED AIRLINES HLDG 0.0%
Value $138K Shares 1,500 Est. Cost $94.43 Unrealized +18.3%
WFC WELLS FARGO & CO 0.0%
Value $134K Shares 1,681 Est. Cost $73.70 Unrealized +22.2%
CAT CATERPILLAR INC 0.0%
Value $133K Shares 188 Est. Cost $351.51 Unrealized +94.7%
REG REGENCY CTRS CORP REIT 0.0%
Value $133K Shares 1,755 Est. Cost $70.03 Unrealized -3.0%
CB CHUBB LTD F 0.0%
Value $130K Shares 399 Est. Cost $276.25 Unrealized +14.5%
CVS CVS HEALTH CORP 0.0%
Value $128K Shares 1,784 Est. Cost $58.09 Unrealized +34.2%
SLB SLB LIMITED F 0.0%
Value $126K Shares 2,452 Est. Cost $41.67 Unrealized +15.9%
ANET ARISTA NETWORKS INC 0.0%
Value $124K Shares 1,012 Est. Cost $101.82 Unrealized +32.6%
BLACKROCK PRIVATE CREDIT FUND CLASS INSTITUTIONAL SHARES 0.0%
Value $121K Shares 5,155 Est. Cost $24.58 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value $119K Shares 1,265 Est. Cost $78.22 Unrealized +28.0%
MRK MERCK & CO. INC. 0.0%
Value $115K Shares 956 Est. Cost $89.98 Unrealized +27.0%
USB US BANCORP DEL 0.0%
Value $113K Shares 2,166 Est. Cost $44.41 Unrealized +27.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value $111K Shares 1,544 Est. Cost $72.42 Unrealized +8.7%
GOOG ALPHABET INC CLASS CLASS C 0.0%
Value $108K Shares 375 Est. Cost $259.83 Unrealized +24.6%
EOG EOG RES INC 0.0%
Value $105K Shares 723 Est. Cost $125.12 Unrealized -10.4%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $101K Shares 467 Est. Cost $313.31 Unrealized -23.3%
MET METLIFE INC 0.0%
Value $99,770 Shares 1,410 Est. Cost $81.16 Unrealized -4.6%
VO VANGUARD MID-CAP INDEX FUND ETF SHARES 0.0%
Value $99,086 Shares 345 Est. Cost $261.83 Unrealized
PEP PEPSICO INC 0.0%
Value $98,565 Shares 634 Est. Cost $143.41 Unrealized +7.9%
RF REGIONS FINL CORP NEW 0.0%
Value $96,657 Shares 3,700 Est. Cost $22.42 Unrealized +29.3%
O REALTY INCOME CORP REIT 0.0%
Value $95,238 Shares 1,555 Est. Cost $52.91 Unrealized +8.3%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value $94,346 Shares 5,960 Est. Cost $22.45 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 0.0%
Value $93,523 Shares 1,256 Est. Cost $74.08 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $92,985 Shares 580 Est. Cost $184.92 Unrealized -6.9%
MDLZ MONDELEZ INTL INC CLASS A 0.0%
Value $86,382 Shares 1,498 Est. Cost $59.82 Unrealized -2.8%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value $86,177 Shares 255 Est. Cost $273.51 Unrealized
WPC W P CAREY INC REIT 0.0%
Value $78,833 Shares 1,160 Est. Cost $63.27 Unrealized
NUE NUCOR CORP 0.0%
Value $77,084 Shares 455 Est. Cost $115.51 Unrealized +54.5%
BX BLACKSTONE INC 0.0%
Value $70,235 Shares 610 Est. Cost $154.40 Unrealized -8.8%
RSG REPUBLIC SVCS INC 0.0%
Value $69,772 Shares 318 Est. Cost $221.89 Unrealized -2.4%
TJX TJX COS INC NEW 0.0%
Value $68,805 Shares 430 Est. Cost $120.25 Unrealized +28.2%
SYY SYSCO CORP 0.0%
Value $68,577 Shares 961 Est. Cost $71.30 Unrealized +15.3%
VONV VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES 0.0%
Value $65,055 Shares 694 Est. Cost $82.54 Unrealized
HAL HALLIBURTON CO 0.0%
Value $63,638 Shares 1,632 Est. Cost $33.54 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value $56,407 Shares 930 Est. Cost $55.48 Unrealized +3.5%
BAC BANK OF AMERICA CORP 0.0%
Value $56,111 Shares 1,151 Est. Cost $48.66 Unrealized +10.3%
AME AMETEK INC NEW 0.0%
Value $53,590 Shares 250 Est. Cost $194.36 Unrealized +14.9%
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value $52,561 Shares 2,202 Est. Cost $24.99 Unrealized
STAG STAG INDL INC REIT 0.0%
Value $48,877 Shares 1,355 Est. Cost $36.14 Unrealized
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value $47,586 Shares 1,905 Est. Cost $25.16 Unrealized
APO APOLLO GLOBAL MGMT INC NCLASS CLASS A 0.0%
Value $47,395 Shares 425 Est. Cost $143.94 Unrealized -7.3%
VTWO VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES 0.0%
Value $45,888 Shares 458 Est. Cost $80.66 Unrealized
AEIS ADVANCED ENERGY INDS INC 0.0%
Value $44,381 Shares 137 Est. Cost $113.96 Unrealized +137.4%
APH AMPHENOL CORP NEW CLASS CLASS A 0.0%
Value $44,222 Shares 350 Est. Cost $133.54 Unrealized +9.6%
PRU PRUDENTIAL FINL INC 0.0%
Value $42,994 Shares 440 Est. Cost $108.96 Unrealized -1.4%
VONG VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES 0.0%
Value $41,682 Shares 380 Est. Cost $92.79 Unrealized
CRM SALESFORCE INC 0.0%
Value $39,973 Shares 214 Est. Cost $306.77 Unrealized -29.7%
TOST TOAST INC CLASS CLASS A 0.0%
Value $39,765 Shares 1,500 Est. Cost $37.44 Unrealized -17.2%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value $39,726 Shares 765 Est. Cost $52.77 Unrealized
MMM 3M CO 0.0%
Value $36,307 Shares 250 Est. Cost $163.18 Unrealized +0.5%
JCI JOHNSON CONTROLS INT F 0.0%
Value $35,225 Shares 269 Est. Cost $81.59 Unrealized +54.5%
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value $34,221 Shares 386 Est. Cost $80.97 Unrealized
VTV VANGUARD VALUE INDEX FUND ETF SHARES 0.0%
Value $33,550 Shares 171 Est. Cost $172.74 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES 0.0%
Value $33,404 Shares 241 Est. Cost $140.82 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $33,023 Shares 500 Est. Cost $51.03 Unrealized +23.5%
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES 0.0%
Value $30,732 Shares 230 Est. Cost $130.87 Unrealized
NOW SERVICENOW INC 0.0%
Value $27,392 Shares 262 Est. Cost $172.46 Unrealized -29.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value $25,533 Shares 195 Est. Cost $112.08 Unrealized +7.9%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $24,745 Shares 162 Est. Cost $112.18 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value $23,539 Shares 255 Est. Cost $90.91 Unrealized +4.5%
T AT&T INC 0.0%
Value $22,467 Shares 775 Est. Cost $25.07 Unrealized +2.7%
AVB AVALONBAY CMNTYS INC REIT 0.0%
Value $22,187 Shares 135 Est. Cost $209.57 Unrealized -13.9%
ONTO ONTO INNOVATION INC 0.0%
Value $19,071 Shares 93 Est. Cost $168.38 Unrealized +22.8%
NEE NEXTERA ENERGY INC 0.0%
Value $19,040 Shares 205 Est. Cost $78.00 Unrealized +11.8%
CHYM CHIME FINL INC CLASS A 0.0%
Value $18,730 Shares 1,000 Est. Cost $32.95 Unrealized -27.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $18,080 Shares 344 Est. Cost $52.88 Unrealized
SIEGY SIEMENS A G F 0.0%
Value $17,672 Shares 145 Est. Cost $115.38 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value $17,172 Shares 559 Est. Cost $29.80 Unrealized
UL UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $16,236 Shares 285 Est. Cost $65.40 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $15,786 Shares 257 Est. Cost $61.55 Unrealized
FSBC FIVE STAR BANCORP 0.0%
Value $14,973 Shares 396 Est. Cost $28.96 Unrealized +34.3%
CG CARLYLE GROUP INC 0.0%
Value $14,371 Shares 297 Est. Cost $48.12 Unrealized +22.5%
TGT TARGET CORP EQUITY CLASS EQUITY 0.0%
Value $13,928 Shares 114 Est. Cost $115.44 Unrealized -5.4%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $13,876 Shares 58 Est. Cost $232.23 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A 0.0%
Value $13,604 Shares 93 Est. Cost $121.91 Unrealized +26.5%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value $13,033 Shares 232 Est. Cost $56.18 Unrealized
TRV TRAVELERS COS INC 0.0%
Value $12,542 Shares 43 Est. Cost $245.41 Unrealized +17.6%
INTU INTUIT 0.0%
Value $12,539 Shares 29 Est. Cost $660.69 Unrealized -24.7%
VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 0.0%
Value $11,562 Shares 130 Est. Cost $89.52 Unrealized
DOW DOW INC 0.0%
Value $11,412 Shares 274 Est. Cost $35.20 Unrealized -17.5%
MMKT TEXAS CAPITAL GOVERNMENTMONEY MARKET ETF 0.0%
Value $11,335 Shares 113 Est. Cost $100.31 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value $10,393 Shares 362 Est. Cost $34.97 Unrealized -14.7%
VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES 0.0%
Value $9,892 Shares 36 Est. Cost $286.88 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $9,528 Shares 186 Est. Cost $51.08 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value $9,361 Shares 93 Est. Cost $100.67 Unrealized
TTE TOTALENERGIES F 0.0%
Value $7,915 Shares 87 Est. Cost $63.23 Unrealized +13.1%
INTC INTEL CORP 0.0%
Value $6,796 Shares 154 Est. Cost $21.67 Unrealized +114.2%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES 0.0%
Value $6,737 Shares 31 Est. Cost $219.58 Unrealized
ABT ABBOTT LABS 0.0%
Value $6,160 Shares 60 Est. Cost $126.27 Unrealized -8.6%
NGG NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value $6,006 Shares 71 Est. Cost $77.34 Unrealized
ENB ENBRIDGE INC F 0.0%
Value $5,901 Shares 109 Est. Cost $47.11 Unrealized +3.1%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 0.0%
Value $5,782 Shares 39 Est. Cost $143.41 Unrealized
NBIS NEBIUS GROUP N V A FCLASS A 0.0%
Value $5,603 Shares 54 Est. Cost $103.64 Unrealized -7.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value $5,602 Shares 89 Est. Cost $71.63 Unrealized
AMGN AMGEN INC 0.0%
Value $5,277 Shares 15 Est. Cost $315.95 Unrealized +10.7%
BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $5,028 Shares 86 Est. Cost $56.62 Unrealized
PNC PNC FINL SERVICES 0.0%
Value $4,994 Shares 24 Est. Cost $192.78 Unrealized +16.7%
ICF ISHARES SELECT U.S. REITETF 0.0%
Value $4,830 Shares 78 Est. Cost $61.78 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $4,528 Shares 57 Est. Cost $78.29 Unrealized -1.4%
KEYS KEYSIGHT TECHNOLOGIES IN 0.0%
Value $4,517 Shares 16 Est. Cost $185.56 Unrealized +23.0%
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value $4,360 Shares 79 Est. Cost $49.03 Unrealized
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value $4,239 Shares 88 Est. Cost $48.45 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $4,224 Shares 11 Est. Cost $364.06 Unrealized
KKR KKR & CO INC 0.0%
Value $4,171 Shares 45 Est. Cost $124.29 Unrealized -7.7%
TFC TRUIST FINL CORP 0.0%
Value $4,091 Shares 89 Est. Cost $42.69 Unrealized +19.8%
FE FIRSTENERGY CORP 0.0%
Value $4,052 Shares 80 Est. Cost $45.73 Unrealized +3.0%
MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES 0.0%
Value $4,052 Shares 11 Est. Cost $366.16 Unrealized
DKNG DRAFTKINGS INC NEW CLASS A 0.0%
Value $4,021 Shares 186 Est. Cost $39.49 Unrealized -26.7%
TRP TC ENERGY CORP F 0.0%
Value $3,881 Shares 62 Est. Cost $53.35 Unrealized +9.1%
HIMS HIMS & HERS HEALTH INC CLASS CLASS A 0.0%
Value $3,840 Shares 185 Est. Cost $45.20 Unrealized -44.0%
CMI CUMMINS INC 0.0%
Value $3,766 Shares 7 Est. Cost $513.11 Unrealized +12.2%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $3,539 Shares 27 Est. Cost $117.70 Unrealized +2.4%
HLT HILTON WORLDWIDE HLDGS I 0.0%
Value $3,344 Shares 11 Est. Cost $272.20 Unrealized +12.1%
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value $3,201 Shares 43 Est. Cost $97.01 Unrealized
ICE INTERCONTINENTAL EXCHANG 0.0%
Value $3,145 Shares 20 Est. Cost $156.20 Unrealized +5.6%
AMCR AMCOR PLC F 0.0%
Value $3,060 Shares 77 Est. Cost $45.83 Unrealized 0.0%
BSOL BITWISE SOLANA STAKING ETF 0.0%
Value $3,049 Shares 276 Est. Cost $16.40 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $2,987 Shares 19 Est. Cost $189.55 Unrealized -11.5%
HBAN HUNTINGTON BANCSHARES IN 0.0%
Value $2,785 Shares 178 Est. Cost $16.29 Unrealized +9.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value $2,779 Shares 13 Est. Cost $195.42 Unrealized
PCAR PACCAR INC 0.0%
Value $2,772 Shares 24 Est. Cost $101.22 Unrealized +21.5%
CME CME GROUP INC CLASS CLASS A 0.0%
Value $2,658 Shares 9 Est. Cost $270.74 Unrealized +6.9%
SUNB SUNBELT RENTALS HLDGS IN 0.0%
Value $2,603 Shares 40 Est. Cost $65.08 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 0.0%
Value $2,591 Shares 8 Est. Cost $315.35 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $2,508 Shares 18 Est. Cost $120.88 Unrealized +14.5%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $2,476 Shares 25 Est. Cost $87.46 Unrealized -7.3%
TMO THERMO FISHER SCIENTIFIC 0.0%
Value $2,457 Shares 5 Est. Cost $565.16 Unrealized +1.7%
ALC ALCON INC F 0.0%
Value $2,411 Shares 32 Est. Cost $77.00 Unrealized +4.5%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.0%
Value $2,396 Shares 5 Est. Cost $497.53 Unrealized -0.8%
AMAT APPLIED MATLS INC 0.0%
Value $2,392 Shares 7 Est. Cost $239.49 Unrealized +36.4%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $2,361 Shares 44 Est. Cost $53.30 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $2,304 Shares 5 Est. Cost $532.37 Unrealized -2.1%
COR CENCORA INC CLASS SERIES A 0.0%
Value $2,293 Shares 7 Est. Cost $249.56 Unrealized +41.5%
BKCH GLOBAL X BLOCKCHAIN ETF 0.0%
Value $2,267 Shares 40 Est. Cost $60.34 Unrealized
AON AON PLC FCLASS CLASS A 0.0%
Value $2,259 Shares 7 Est. Cost $349.16 Unrealized -3.8%
PPL PPL CORP 0.0%
Value $2,215 Shares 58 Est. Cost $35.83 Unrealized +1.1%
J JACOBS SOLUTIONS INC 0.0%
Value $2,163 Shares 17 Est. Cost $146.41 Unrealized -5.4%
KMB KIMBERLY CLARK CORP 0.0%
Value $2,122 Shares 22 Est. Cost $108.41 Unrealized -4.9%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 0.0%
Value $2,099 Shares 3 Est. Cost $663.25 Unrealized
WAT WATERS CORP 0.0%
Value $2,084 Shares 7 Est. Cost $367.71 Unrealized -0.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $1,999 Shares 8 Est. Cost $215.79 Unrealized
UNVGY UNIVERSAL MUSIC GROUP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value $1,968 Shares 205 Est. Cost $13.04 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $1,953 Shares 10 Est. Cost $161.36 Unrealized +13.5%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $1,867 Shares 5 Est. Cost $351.00 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES 0.0%
Value $1,820 Shares 6 Est. Cost $276.93 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $1,775 Shares 23 Est. Cost $75.54 Unrealized
EWY ISHARES MSCI SOUTH KOREAETF 0.0%
Value $1,760 Shares 14 Est. Cost $74.18 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $1,736 Shares 15 Est. Cost $110.27 Unrealized -0.3%
CTAS CINTAS CORP 0.0%
Value $1,691 Shares 10 Est. Cost $188.13 Unrealized +2.8%
ADSK AUTODESK INC 0.0%
Value $1,675 Shares 7 Est. Cost $302.56 Unrealized -16.1%
AMTM AMENTUM HLDGS INC EQUITY 0.0%
Value $1,669 Shares 64 Est. Cost $25.56 Unrealized +30.9%
TT TRANE TECHNOLOGIES PLC F 0.0%
Value $1,666 Shares 4 Est. Cost $413.59 Unrealized +2.1%
DLTR DOLLAR TREE INC 0.0%
Value $1,642 Shares 15 Est. Cost $107.15 Unrealized +19.9%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $1,641 Shares 23 Est. Cost $63.94 Unrealized
MGV VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES 0.0%
Value $1,620 Shares 11 Est. Cost $131.19 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value $1,534 Shares 30 Est. Cost $49.43 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value $1,522 Shares 27 Est. Cost $56.68 Unrealized
WST WEST PHARMACEUTICAL SVCS 0.0%
Value $1,503 Shares 6 Est. Cost $273.43 Unrealized -7.9%
IOT SAMSARA INC CLASS A 0.0%
Value $1,489 Shares 47 Est. Cost $38.70 Unrealized -23.1%
ZTS ZOETIS INC CLASS CLASS A 0.0%
Value $1,418 Shares 12 Est. Cost $160.55 Unrealized -21.5%
DDOG DATADOG INC CLASS A 0.0%
Value $1,416 Shares 12 Est. Cost $158.02 Unrealized -21.6%
PATH UIPATH INC CLASS CLASS A 0.0%
Value $1,409 Shares 127 Est. Cost $11.82 Unrealized +14.1%
CDNS CADENCE DESIGN SYS INC 0.0%
Value $1,389 Shares 5 Est. Cost $326.31 Unrealized -7.0%
NXPI NXP SEMICONDUCTORS N V F 0.0%
Value $1,378 Shares 7 Est. Cost $213.68 Unrealized +9.7%
KMX CARMAX INC 0.0%
Value $1,372 Shares 33 Est. Cost $39.99 Unrealized +12.2%
COO COOPER COS INC 0.0%
Value $1,358 Shares 19 Est. Cost $74.85 Unrealized +9.7%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $1,286 Shares 35 Est. Cost $59.98 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $1,284 Shares 10 Est. Cost $138.67 Unrealized
ADBE ADOBE INC 0.0%
Value $1,215 Shares 5 Est. Cost $340.09 Unrealized -14.8%
ARTY ISHARES FUTURE AI & TECHETF 0.0%
Value $1,209 Shares 26 Est. Cost $41.89 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $1,158 Shares 1 Est. Cost $1310.75 Unrealized +3.9%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $1,136 Shares 12 Est. Cost $90.17 Unrealized
ROKU ROKU INC CLASS A 0.0%
Value $1,135 Shares 12 Est. Cost $82.25 Unrealized +19.7%
PAYX PAYCHEX INC 0.0%
Value $1,105 Shares 12 Est. Cost $116.54 Unrealized -12.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $1,089 Shares 7 Est. Cost $132.80 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $1,067 Shares 1 Est. Cost $1721.38 Unrealized -14.8%
VLTO VERALTO CORP 0.0%
Value $1,061 Shares 12 Est. Cost $101.01 Unrealized -3.5%
IONQ IONQ INC 0.0%
Value $1,037 Shares 36 Est. Cost $47.02 Unrealized -11.9%
FISV FISERV INC 0.0%
Value $1,004 Shares 18 Est. Cost $83.87 Unrealized -23.7%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value $1,004 Shares 29 Est. Cost $30.50 Unrealized
COE 51TALK ONLINE ED GROUP FSPONSORED ADR 1 ADR REPS 60 ORD SHS 0.0%
Value $995 Shares 50 Est. Cost $20.44 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND ETF SHARES 0.0%
Value $977 Shares 8 Est. Cost $133.31 Unrealized
MICC THE MAGNUM ICE CREAM C F 0.0%
Value $941 Shares 63 Est. Cost $15.68 Unrealized +7.2%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $932 Shares 47 Est. Cost $19.65 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $926 Shares 47 Est. Cost $19.52 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value $907 Shares 44 Est. Cost $20.49 Unrealized
SPMO INVESCO S&P 500 MOMENTUMETF 0.0%
Value $903 Shares 8 Est. Cost $106.31 Unrealized
CECO CECO ENVIRONMENTAL CORP 0.0%
Value $893 Shares 15 Est. Cost $52.64 Unrealized +30.7%
CELH CELSIUS HLDGS INC 0.0%
Value $887 Shares 25 Est. Cost $43.64 Unrealized +16.1%
VEEV VEEVA SYS INC CLASS CLASS A 0.0%
Value $878 Shares 5 Est. Cost $265.35 Unrealized -23.1%
SPGI S&P GLOBAL INC 0.0%
Value $850 Shares 2 Est. Cost $494.21 Unrealized -1.8%
CSGP COSTAR GROUP INC 0.0%
Value $847 Shares 21 Est. Cost $76.08 Unrealized -25.2%
HAYW HAYWARD HLDGS INC 0.0%
Value $802 Shares 60 Est. Cost $15.81 Unrealized +2.9%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $801 Shares 24 Est. Cost $33.92 Unrealized
NLOP NET LEASE OFFICE PPTYS 0.0%
Value $782 Shares 67 Est. Cost $31.82 Unrealized
SHOP SHOPIFY INC FCLASS CLASS A 0.0%
Value $711 Shares 6 Est. Cost $136.45 Unrealized 0.0%
WULF TERAWULF INC 0.0%
Value $577 Shares 40 Est. Cost $7.93 Unrealized +83.9%
TTD THE TRADE DESK INC CLASS CLASS A 0.0%
Value $567 Shares 25 Est. Cost $44.33 Unrealized -29.6%
VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 0.0%
Value $561 Shares 3 Est. Cost $164.45 Unrealized
FND FLOOR & DECOR HLDGS INC CLASS CLASS A 0.0%
Value $558 Shares 11 Est. Cost $64.82 Unrealized +7.9%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $535 Shares 3 Est. Cost $141.61 Unrealized
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $518 Shares 14 Est. Cost $32.14 Unrealized 0.0%
AI C3 AI INC CLASS CLASS A 0.0%
Value $513 Shares 61 Est. Cost $20.88 Unrealized -42.3%
RYAN RYAN SPECIALTY HOLDINGS CLASS A 0.0%
Value $506 Shares 15 Est. Cost $54.85 Unrealized -15.0%
SOUN SOUNDHOUND AI INC CLASS A 0.0%
Value $432 Shares 53 Est. Cost $12.01 Unrealized -21.9%
HOOD ROBINHOOD MKTS INC CLASS CLASS A 0.0%
Value $346 Shares 5 Est. Cost $113.90 Unrealized -15.9%
IRM IRON MTN INC NEW REIT 0.0%
Value $311 Shares 3 Est. Cost $94.72 Unrealized -12.1%
LCID LUCID GROUP INC 0.0%
Value $200 Shares 21 Est. Cost $22.60 Unrealized -53.1%
MP MP MATLS CORP CLASS CLASS A 0.0%
Value $193 Shares 4 Est. Cost $62.91 Unrealized -1.9%
APGOF APOLLO SILVER CORP F 0.0%
Value $85 Shares 36 Est. Cost $1.82 Unrealized +108.9%
GP GREENPOWER MTR CO INC F 0.0%
Value $71 Shares 69 Est. Cost $3.65 Unrealized -71.6%
AMC AMC ENTMT HLDGS INC CLASS CLASS A 0.0%
Value $31 Shares 32 Est. Cost $3.28 Unrealized -56.5%
SFIX STITCH FIX INC CLASS A 0.0%
Value $29 Shares 9 Est. Cost $4.56 Unrealized +0.2%
ATER ATERIAN INC 0.0%
Value $12 Shares 21 Est. Cost $2.23 Unrealized -68.4%
AABB ASIA BROADBAND INC 0.0%
Value $2 Shares 194 Est. Cost $0.02 Unrealized -16.9%
MMATQ META MATLS INC EQUITY CLASS EQUITY 0.0%
Value $0 Shares 5 Est. Cost $0.00 Unrealized 0.0%
EFTR EFFECTOR THERAPEUTIC EQUCLASS EQUITY 0.0%
Value $0 Shares 12 Est. Cost $0.00 Unrealized -30.2%
ILUS ILUSTRATO PICTURES INTL 0.0%
Value $0 Shares 1,000 Est. Cost $0.00 Unrealized -83.2%
LANRF LANCASTER RES INC F 0.0%
Value $0 Shares 11 Est. Cost $0.01 Unrealized +169.0%
HCMC HEALTHIER CHOICES MGMT C 0.0%
Value $0 Shares 50,000 Est. Cost $0.00 Unrealized +9.3%