HAGER INVESTMENT MANAGEMENT SERVICES, LLC Diversified Active

CIK: 0002026645 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $167,619 (100.0% shares, 0.0% debt)

Holdings (287)

AVGO BROADCOM INC COM 5.8%
Value ($000) $9,680 Shares 35,119 Est. Cost $182.87 Unrealized +18.1%
NVDA NVIDIA CORPORATION COM 5.2%
Value ($000) $8,740 Shares 55,320 Est. Cost $137.79 Unrealized -8.7%
MSFT MICROSOFT CORP COM 4.8%
Value ($000) $8,101 Shares 16,286 Est. Cost $422.35 Unrealized +2.4%
AAPL APPLE INC COM 4.4%
Value ($000) $7,390 Shares 36,020 Est. Cost $234.51 Unrealized -14.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 3.5%
Value ($000) $5,858 Shares 42,973 Est. Cost $58.25 Unrealized +101.4%
GOOGL ALPHABET INC CAP STK CL A 2.9%
Value ($000) $4,937 Shares 28,014 Est. Cost $174.03 Unrealized -6.2%
NFLX NETFLIX INC COM 2.9%
Value ($000) $4,787 Shares 3,575 Est. Cost $82.65 Unrealized +36.8%
META META PLATFORMS INC CL A 2.6%
Value ($000) $4,411 Shares 5,976 Est. Cost $586.09 Unrealized +5.2%
LLY ELI LILLY & CO COM 2.6%
Value ($000) $4,316 Shares 5,537 Est. Cost $821.14 Unrealized -5.8%
AMZN AMAZON COM INC COM 2.6%
Value ($000) $4,310 Shares 19,644 Est. Cost $204.57 Unrealized -3.3%
COST COSTCO WHSL CORP NEW COM 2.4%
Value ($000) $4,103 Shares 4,144 Est. Cost $924.10 Unrealized +7.2%
SYK STRYKER CORPORATION COM 2.4%
Value ($000) $3,986 Shares 10,075 Est. Cost $366.32 Unrealized +1.4%
JPM JPMORGAN CHASE & CO. COM 2.4%
Value ($000) $3,950 Shares 13,624 Est. Cost $228.03 Unrealized +10.8%
MRVL MARVELL TECHNOLOGY INC COM 2.2%
Value ($000) $3,665 Shares 47,345 Est. Cost $92.47 Unrealized -32.7%
WMT WALMART INC COM 2.2%
Value ($000) $3,657 Shares 37,399 Est. Cost $85.80 Unrealized +10.4%
CGBD CARLYLE SECURED LENDING INC COM 1.9%
Value ($000) $3,232 Shares 236,263 Est. Cost $14.86 Unrealized -12.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.9%
Value ($000) $3,200 Shares 14,130 Est. Cost $193.98 Unrealized
CEG CONSTELLATION ENERGY CORP COM 1.8%
Value ($000) $3,028 Shares 9,381 Est. Cost $247.76 Unrealized +6.5%
ORCL ORACLE CORP COM 1.8%
Value ($000) $2,966 Shares 13,565 Est. Cost $164.64 Unrealized -2.3%
EME EMCOR GROUP INC COM 1.7%
Value ($000) $2,917 Shares 5,454 Est. Cost $472.15 Unrealized -6.6%
SCHW SCHWAB CHARLES CORP COM 1.6%
Value ($000) $2,739 Shares 30,015 Est. Cost $74.52 Unrealized +11.6%
HD HOME DEPOT INC COM 1.5%
Value ($000) $2,570 Shares 7,011 Est. Cost $396.55 Unrealized -10.2%
BCSF BAIN CAP SPECIALTY FIN INC COM STK 1.5%
Value ($000) $2,469 Shares 164,142 Est. Cost $14.35 Unrealized -4.6%
PWR QUANTA SVCS INC COM 1.4%
Value ($000) $2,414 Shares 6,386 Est. Cost $321.23 Unrealized -0.1%
VRTX VERTEX PHARMACEUTICALS INC COM 1.4%
Value ($000) $2,380 Shares 5,345 Est. Cost $463.53 Unrealized -0.6%
CCJ CAMECO CORP COM 1.4%
Value ($000) $2,274 Shares 30,628 Est. Cost $54.22 Unrealized -1.8%
CSCO CISCO SYS INC COM 1.3%
Value ($000) $2,190 Shares 31,563 Est. Cost $59.52 Unrealized +1.5%
CAT CATERPILLAR INC COM 1.3%
Value ($000) $2,177 Shares 5,608 Est. Cost $381.74 Unrealized -13.3%
GLW CORNING INC COM 1.3%
Value ($000) $2,174 Shares 41,330 Est. Cost $47.08 Unrealized -1.6%
V VISA INC COM CL A 1.2%
Value ($000) $1,938 Shares 5,459 Est. Cost $299.90 Unrealized +15.7%
OHI OMEGA HEALTHCARE INVS INC COM 1.1%
Value ($000) $1,877 Shares 51,207 Est. Cost $37.82 Unrealized
LNG CHENIERE ENERGY INC COM NEW 1.1%
Value ($000) $1,784 Shares 7,324 Est. Cost $204.03 Unrealized +13.5%
EVR EVERCORE INC CLASS A 1.1%
Value ($000) $1,764 Shares 6,534 Est. Cost $272.85 Unrealized -20.0%
AZO AUTOZONE INC COM 1.0%
Value ($000) $1,745 Shares 470 Est. Cost $3548.21 Unrealized +3.9%
AMGN AMGEN INC COM 0.8%
Value ($000) $1,414 Shares 5,064 Est. Cost $286.08 Unrealized -2.9%
LOW LOWES COS INC COM 0.8%
Value ($000) $1,352 Shares 6,094 Est. Cost $258.83 Unrealized -14.8%
AXP AMERICAN EXPRESS CO COM 0.8%
Value ($000) $1,321 Shares 4,142 Est. Cost $285.67 Unrealized -2.2%
TOL TOLL BROTHERS INC COM 0.8%
Value ($000) $1,296 Shares 11,356 Est. Cost $148.49 Unrealized -30.1%
RTX RTX CORPORATION COM 0.7%
Value ($000) $1,183 Shares 8,105 Est. Cost $118.27 Unrealized +11.4%
MRK MERCK & CO INC COM 0.7%
Value ($000) $1,159 Shares 14,640 Est. Cost $98.70 Unrealized -21.6%
O REALTY INCOME CORP COM 0.6%
Value ($000) $965 Shares 16,756 Est. Cost $54.23 Unrealized +0.4%
CARR CARRIER GLOBAL CORPORATION COM 0.6%
Value ($000) $964 Shares 13,176 Est. Cost $74.13 Unrealized -9.2%
MCK MCKESSON CORP COM 0.6%
Value ($000) $951 Shares 1,298 Est. Cost $557.26 Unrealized +26.3%
ABBV ABBVIE INC COM 0.6%
Value ($000) $935 Shares 5,038 Est. Cost $177.41 Unrealized +3.0%
FCX FREEPORT-MCMORAN INC CL B 0.6%
Value ($000) $935 Shares 21,560 Est. Cost $43.48 Unrealized -13.3%
TSLA TESLA INC COM 0.6%
Value ($000) $930 Shares 2,929 Est. Cost $321.74 Unrealized -6.4%
KR KROGER CO COM 0.5%
Value ($000) $904 Shares 12,609 Est. Cost $59.14 Unrealized +15.3%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $869 Shares 1,877 Est. Cost $527.20 Unrealized -12.9%
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $864 Shares 18,264 Est. Cost $42.81 Unrealized -3.2%
PRU PRUDENTIAL FINL INC COM 0.5%
Value ($000) $851 Shares 7,917 Est. Cost $116.71 Unrealized -14.1%
NUE NUCOR CORP COM 0.5%
Value ($000) $848 Shares 6,549 Est. Cost $137.45 Unrealized -16.0%
APH AMPHENOL CORP NEW CL A 0.4%
Value ($000) $733 Shares 7,426 Est. Cost $81.39 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.4%
Value ($000) $691 Shares 1,306 Est. Cost $344.28 Unrealized +20.8%
EQIX EQUINIX INC COM 0.4%
Value ($000) $678 Shares 852 Est. Cost $897.54 Unrealized -6.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $653 Shares 2,148 Est. Cost $289.14 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.4%
Value ($000) $644 Shares 1,940 Est. Cost $276.08 Unrealized +2.2%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $630 Shares 4,399 Est. Cost $143.42 Unrealized -4.5%
CFG CITIZENS FINL GROUP INC COM 0.4%
Value ($000) $626 Shares 13,980 Est. Cost $41.70 Unrealized -7.6%
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.4%
Value ($000) $603 Shares 11,750 Est. Cost $52.02 Unrealized +2.9%
DKS DICKS SPORTING GOODS INC COM 0.3%
Value ($000) $572 Shares 2,892 Est. Cost $205.18 Unrealized -11.1%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $541 Shares 3,051 Est. Cost $175.67 Unrealized -6.2%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.3%
Value ($000) $521 Shares 10,453 Est. Cost $49.62 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $469 Shares 2,514 Est. Cost $189.31 Unrealized -12.3%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $436 Shares 4,044 Est. Cost $112.04 Unrealized -6.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $404 Shares 832 Est. Cost $465.11 Unrealized +9.2%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $390 Shares 1,704 Est. Cost $211.53 Unrealized +8.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $389 Shares 917 Est. Cost $401.58 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $377 Shares 2,774 Est. Cost $113.46 Unrealized +15.1%
UNP UNION PAC CORP COM 0.2%
Value ($000) $345 Shares 1,498 Est. Cost $230.22 Unrealized -5.1%
DGX QUEST DIAGNOSTICS INC COM 0.2%
Value ($000) $333 Shares 1,852 Est. Cost $152.61 Unrealized +12.8%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $326 Shares 528 Est. Cost $585.97 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $324 Shares 2,514 Est. Cost $130.11 Unrealized +1.2%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $323 Shares 1,480 Est. Cost $204.15 Unrealized +0.1%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $316 Shares 556 Est. Cost $538.81 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $313 Shares 2,051 Est. Cost $149.59 Unrealized +0.8%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $298 Shares 8,353 Est. Cost $39.99 Unrealized -15.2%
CHWY CHEWY INC CL A 0.2%
Value ($000) $295 Shares 6,917 Est. Cost $39.66 Unrealized +0.4%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $271 Shares 3,807 Est. Cost $67.03 Unrealized
TMDX TRANSMEDICS GROUP INC COM 0.2%
Value ($000) $263 Shares 1,964 Est. Cost $100.96 Unrealized +8.8%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $237 Shares 441 Est. Cost $439.43 Unrealized +8.8%
MET METLIFE INC COM 0.1%
Value ($000) $230 Shares 2,857 Est. Cost $80.65 Unrealized -6.0%
EVRG EVERGY INC COM 0.1%
Value ($000) $229 Shares 3,320 Est. Cost $59.13 Unrealized +10.9%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $226 Shares 2,170 Est. Cost $93.36 Unrealized +11.7%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $222 Shares 403 Est. Cost $511.23 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $212 Shares 3,777 Est. Cost $60.27 Unrealized -15.6%
TAN INVESCO SOLAR ETF 0.1%
Value ($000) $202 Shares 5,903 Est. Cost $33.12 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $196 Shares 3,356 Est. Cost $52.90 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $195 Shares 1,226 Est. Cost $165.73 Unrealized -3.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $195 Shares 669 Est. Cost $281.62 Unrealized -3.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $195 Shares 1,650 Est. Cost $108.79 Unrealized +6.1%
SO SOUTHERN CO COM 0.1%
Value ($000) $192 Shares 2,089 Est. Cost $84.51 Unrealized +4.1%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $187 Shares 2,691 Est. Cost $75.03 Unrealized -9.2%
MTB M & T BK CORP COM 0.1%
Value ($000) $179 Shares 923 Est. Cost $192.14 Unrealized -10.0%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $179 Shares 1,610 Est. Cost $87.46 Unrealized +19.4%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $176 Shares 3,335 Est. Cost $55.05 Unrealized -8.1%
DE DEERE & CO COM 0.1%
Value ($000) $171 Shares 336 Est. Cost $444.41 Unrealized +9.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $163 Shares 300 Est. Cost $551.30 Unrealized -5.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $152 Shares 270 Est. Cost $514.68 Unrealized +7.1%
BHB BAR HBR BANKSHARES COM 0.1%
Value ($000) $148 Shares 4,925 Est. Cost $31.34 Unrealized -9.8%
SMR NUSCALE PWR CORP CL A COM 0.1%
Value ($000) $146 Shares 3,699 Est. Cost $25.09 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $145 Shares 491 Est. Cost $228.31 Unrealized +11.2%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $143 Shares 489 Est. Cost $290.22 Unrealized +4.6%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $134 Shares 500 Est. Cost $244.86 Unrealized +6.5%
KO COCA COLA CO COM 0.1%
Value ($000) $129 Shares 1,825 Est. Cost $63.09 Unrealized +10.6%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $123 Shares 713 Est. Cost $225.20 Unrealized -19.9%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $120 Shares 169 Est. Cost $547.72 Unrealized +4.4%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $119 Shares 970 Est. Cost $123.15 Unrealized -17.7%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $115 Shares 720 Est. Cost $159.52 Unrealized -9.1%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $111 Shares 711 Est. Cost $176.35 Unrealized -10.8%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $104 Shares 332 Est. Cost $552.89 Unrealized -32.2%
WGO WINNEBAGO INDS INC COM 0.1%
Value ($000) $102 Shares 3,515 Est. Cost $56.66 Unrealized -42.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $95 Shares 1,123 Est. Cost $85.29 Unrealized -7.5%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $93 Shares 661 Est. Cost $119.51 Unrealized +1.2%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.1%
Value ($000) $92 Shares 6,400 Est. Cost $13.10 Unrealized -0.4%
ECL ECOLAB INC COM 0.1%
Value ($000) $89 Shares 332 Est. Cost $245.53 Unrealized +2.8%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $89 Shares 749 Est. Cost $121.84 Unrealized -10.2%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $86 Shares 164 Est. Cost $503.17 Unrealized -1.3%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $86 Shares 697 Est. Cost $103.20 Unrealized -0.4%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $83 Shares 850 Est. Cost $74.98 Unrealized +5.2%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $81 Shares 632 Est. Cost $130.47 Unrealized -3.2%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $80 Shares 485 Est. Cost $199.06 Unrealized -25.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $80 Shares 941 Est. Cost $70.37 Unrealized +1.2%
PEP PEPSICO INC COM 0.0%
Value ($000) $76 Shares 572 Est. Cost $156.55 Unrealized -16.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $72 Shares 235 Est. Cost $287.90 Unrealized +5.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $71 Shares 340 Est. Cost $198.28 Unrealized -1.1%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $64.42 Unrealized +5.3%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $64 Shares 1,022 Est. Cost $97.25 Unrealized -40.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $61 Shares 99 Est. Cost $620.90 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $61 Shares 1,345 Est. Cost $39.21 Unrealized +11.7%
STT STATE STR CORP COM 0.0%
Value ($000) $61 Shares 570 Est. Cost $91.24 Unrealized -0.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $60 Shares 753 Est. Cost $76.44 Unrealized +0.2%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $59 Shares 1,546 Est. Cost $40.78 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $58 Shares 250 Est. Cost $203.59 Unrealized -1.9%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $55 Shares 388 Est. Cost $143.89 Unrealized -24.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $54 Shares 590 Est. Cost $93.94 Unrealized -9.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $52 Shares 160 Est. Cost $343.44 Unrealized -11.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $50 Shares 1,570 Est. Cost $36.27 Unrealized -13.9%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $48 Shares 69 Est. Cost $655.15 Unrealized -4.1%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $44 Shares 420 Est. Cost $118.95 Unrealized -15.8%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $42 Shares 977 Est. Cost $39.41 Unrealized +6.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $42 Shares 164 Est. Cost $177.15 Unrealized +23.4%
ADBE ADOBE INC COM 0.0%
Value ($000) $42 Shares 108 Est. Cost $495.13 Unrealized -22.2%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $41 Shares 115 Est. Cost $347.11 Unrealized -11.6%
MMM 3M CO COM 0.0%
Value ($000) $40 Shares 265 Est. Cost $128.38 Unrealized +10.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $40 Shares 75 Est. Cost $507.11 Unrealized -3.3%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $39 Shares 770 Est. Cost $48.16 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $39 Shares 2,160 Est. Cost $14.80 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value ($000) $38 Shares 335 Est. Cost $102.34 Unrealized -6.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $37 Shares 171 Est. Cost $220.96 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $37 Shares 657 Est. Cost $60.20 Unrealized -14.1%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $37 Shares 310 Est. Cost $202.86 Unrealized -38.3%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $37 Shares 530 Est. Cost $86.02 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $93.07 Unrealized -3.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $36 Shares 147 Est. Cost $256.65 Unrealized -7.6%
PFE PFIZER INC COM 0.0%
Value ($000) $36 Shares 1,485 Est. Cost $25.12 Unrealized -11.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $36 Shares 478 Est. Cost $58.42 Unrealized +13.3%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $35 Shares 186 Est. Cost $145.35 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $34 Shares 120 Est. Cost $304.00 Unrealized -11.8%
FISV FISERV INC COM 0.0%
Value ($000) $34 Shares 195 Est. Cost $181.35 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $33 Shares 260 Est. Cost $132.21 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $33 Shares 255 Est. Cost $105.82 Unrealized -8.2%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $31 Shares 115 Est. Cost $231.96 Unrealized +11.0%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $30 Shares 322 Est. Cost $92.59 Unrealized
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $30 Shares 25 Est. Cost $1219.24 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $29 Shares 670 Est. Cost $40.42 Unrealized +7.8%
T AT&T INC COM 0.0%
Value ($000) $29 Shares 993 Est. Cost $23.34 Unrealized +15.5%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $29 Shares 550 Est. Cost $49.96 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $27 Shares 400 Est. Cost $63.61 Unrealized +2.4%
SPOK SPOK HLDGS INC COM 0.0%
Value ($000) $26 Shares 1,498 Est. Cost $15.84 Unrealized +1.9%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $25 Shares 1,248 Est. Cost $32.32 Unrealized -29.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $25 Shares 2,344 Est. Cost $8.49 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $24 Shares 2,235 Est. Cost $9.87 Unrealized -0.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $24 Shares 162 Est. Cost $168.78 Unrealized -19.9%
DOW DOW INC COM 0.0%
Value ($000) $24 Shares 913 Est. Cost $42.94 Unrealized -35.3%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $24 Shares 153 Est. Cost $178.92 Unrealized -17.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $81.14 Unrealized +42.0%
PODD INSULET CORP COM 0.0%
Value ($000) $24 Shares 75 Est. Cost $251.84 Unrealized +14.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $24 Shares 343 Est. Cost $33.84 Unrealized -19.3%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $23 Shares 522 Est. Cost $39.97 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $23 Shares 505 Est. Cost $46.63 Unrealized -12.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 251 Est. Cost $85.66 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $21 Shares 92 Est. Cost $248.40 Unrealized -11.9%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $20 Shares 165 Est. Cost $123.41 Unrealized +2.0%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $20 Shares 269 Est. Cost $75.55 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $19 Shares 200 Est. Cost $59.18 Unrealized 0.0%
LAND GLADSTONE LD CORP COM 0.0%
Value ($000) $17 Shares 1,674 Est. Cost $10.83 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $172.88 Unrealized -6.5%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $16 Shares 160 Est. Cost $127.13 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $16 Shares 165 Est. Cost $87.90 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $15 Shares 50 Est. Cost $246.21 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $14 Shares 238 Est. Cost $48.15 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $14 Shares 35 Est. Cost $547.53 Unrealized -23.8%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $14 Shares 115 Est. Cost $97.31 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $14 Shares 145 Est. Cost $103.84 Unrealized -12.9%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $14 Shares 290 Est. Cost $51.32 Unrealized -10.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $13 Shares 250 Est. Cost $51.78 Unrealized -8.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $13 Shares 285 Est. Cost $52.58 Unrealized -10.2%
ITRI ITRON INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.74 Unrealized +1.2%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $13 Shares 14 Est. Cost $714.90 Unrealized +4.7%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $13 Shares 90 Est. Cost $131.37 Unrealized +7.4%
TGT TARGET CORP COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $136.67 Unrealized -31.7%
WELL WELLTOWER INC COM 0.0%
Value ($000) $12 Shares 77 Est. Cost $139.55 Unrealized +6.0%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $12 Shares 100 Est. Cost $97.26 Unrealized +2.8%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $12 Shares 15 Est. Cost $428.22 Unrealized +49.9%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $11 Shares 475 Est. Cost $22.96 Unrealized
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $19.85 Unrealized -6.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $11 Shares 145 Est. Cost $73.94 Unrealized -3.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 43 Est. Cost $232.52 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $11 Shares 105 Est. Cost $122.34 Unrealized -23.1%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $11 Shares 550 Est. Cost $22.89 Unrealized -19.2%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $10 Shares 43 Est. Cost $215.64 Unrealized +2.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $93.11 Unrealized +9.5%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $10 Shares 210 Est. Cost $51.75 Unrealized -9.1%
INTC INTEL CORP COM 0.0%
Value ($000) $10 Shares 450 Est. Cost $22.54 Unrealized -8.1%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $10 Shares 120 Est. Cost $84.46 Unrealized -8.7%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $9 Shares 116 Est. Cost $104.86 Unrealized -27.8%
AORT ARTIVION INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $27.74 Unrealized -2.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $9 Shares 220 Est. Cost $42.92 Unrealized -14.8%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $9 Shares 135 Est. Cost $78.12 Unrealized -23.3%
ICLR ICON PLC SHS 0.0%
Value ($000) $9 Shares 60 Est. Cost $233.52 Unrealized -39.3%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $121.12 Unrealized -3.9%
NOW SERVICENOW INC COM 0.0%
Value ($000) $8 Shares 8 Est. Cost $202.58 Unrealized -6.9%
CTAS CINTAS CORP COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $208.34 Unrealized +2.8%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $186.85 Unrealized -26.1%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $76.80 Unrealized -18.8%
NKE NIKE INC CL B 0.0%
Value ($000) $7 Shares 96 Est. Cost $72.05 Unrealized -18.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $271.73 Unrealized -20.8%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 148 Est. Cost $38.64 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $6 Shares 6 Est. Cost $991.05 Unrealized -5.8%
RDDT REDDIT INC CL A 0.0%
Value ($000) $6 Shares 40 Est. Cost $113.37 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $97.31 Unrealized -22.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $90.35 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $156.93 Unrealized +20.4%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $5 Shares 16 Est. Cost $281.32 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $5 Shares 65 Est. Cost $123.72 Unrealized -48.4%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $96.84 Unrealized -16.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $276.93 Unrealized +3.6%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.70 Unrealized -2.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $4 Shares 58 Est. Cost $84.84 Unrealized -18.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $148.83 Unrealized -0.6%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.89 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $153.06 Unrealized -3.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $4 Shares 35 Est. Cost $79.92 Unrealized +14.8%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $196.39 Unrealized -39.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $316.76 Unrealized -16.0%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 167 Est. Cost $20.01 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $3 Shares 44 Est. Cost $67.09 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.88 Unrealized +7.6%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $3 Shares 83 Est. Cost $40.51 Unrealized -16.2%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $82.04 Unrealized -29.1%
XYL XYLEM INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $124.71 Unrealized -3.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 231 Est. Cost $10.08 Unrealized -7.4%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $3 Shares 30 Est. Cost $76.15 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $192.76 Unrealized 0.0%
OSW ONESPAWORLD HOLDINGS LIMITED COM 0.0%
Value ($000) $2 Shares 117 Est. Cost $19.29 Unrealized -5.5%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $2 Shares 38 Est. Cost $49.50 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.04 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $62.31 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $189.52 Unrealized +11.0%
AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $27.58 Unrealized -10.9%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $55.64 Unrealized -10.4%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $107.41 Unrealized -4.7%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.40 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $176.96 Unrealized -34.8%
FRPT FRESHPET INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $145.72 Unrealized -46.4%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $20.79 Unrealized +5.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 113 Est. Cost $18.61 Unrealized -40.5%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $1 Shares 61 Est. Cost $28.02 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $1 Shares 57 Est. Cost $26.17 Unrealized
NNE NANO NUCLEAR ENERGY INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $22.70 Unrealized +21.4%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $45.96 Unrealized +21.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.82 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $17.59 Unrealized +3.0%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.49 Unrealized -9.1%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.90 Unrealized -25.0%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $1 Shares 73 Est. Cost $7.39 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $27.20 Unrealized -24.4%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.18 Unrealized -54.3%
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.19 Unrealized -22.4%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.80 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $12.58 Unrealized +7.8%
BTG B2GOLD CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.87 Unrealized +13.8%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $31.50 Unrealized
IVR INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $7.80 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.86 Unrealized +15.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.90 Unrealized -43.8%
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.00 Unrealized