NEW WAVE WEALTH ADVISORS LLC Quant / Systematic

CIK: 0002035324 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $266,443

Holdings (188)

WMT WALMART INC 11.1%
Value ($000) $29,491 Shares 301,602 Est. Cost $62.34 Unrealized +59.2%
GJUL FIRST TR EXCHNG TRADED FD VI 5.6%
Value ($000) $14,885 Shares 366,991 Est. Cost $40.56 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 5.5%
Value ($000) $14,582 Shares 380,627 Est. Cost $35.73 Unrealized
SPY SPDR S&P 500 ETF TR 5.0%
Value ($000) $13,294 Shares 21,455 Est. Cost $558.42 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.9%
Value ($000) $7,653 Shares 33,699 Est. Cost $212.81 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 2.9%
Value ($000) $7,595 Shares 95,441 Est. Cost $75.03 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 2.8%
Value ($000) $7,338 Shares 134,890 Est. Cost $54.33 Unrealized
INDA ISHARES TR 2.3%
Value ($000) $6,139 Shares 110,247 Est. Cost $54.92 Unrealized
XLK SELECT SECTOR SPDR TR 2.3%
Value ($000) $6,089 Shares 24,047 Est. Cost $222.56 Unrealized
QQQ INVESCO QQQ TR 2.2%
Value ($000) $5,912 Shares 10,705 Est. Cost $486.79 Unrealized
VBK VANGUARD INDEX FDS 2.2%
Value ($000) $5,790 Shares 20,877 Est. Cost $266.38 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $5,345 Shares 10,745 Est. Cost $416.87 Unrealized +22.0%
TSN TYSON FOODS INC 2.0%
Value ($000) $5,344 Shares 95,524 Est. Cost $55.36 Unrealized -1.7%
XLF SELECT SECTOR SPDR TR 2.0%
Value ($000) $5,292 Shares 101,054 Est. Cost $45.35 Unrealized
XLI SELECT SECTOR SPDR TR 1.6%
Value ($000) $4,297 Shares 29,129 Est. Cost $123.44 Unrealized
HYGH ISHARES U S ETF TR 1.6%
Value ($000) $4,219 Shares 48,762 Est. Cost $85.04 Unrealized
IUSG ISHARES TR 1.5%
Value ($000) $4,060 Shares 26,995 Est. Cost $128.39 Unrealized
EMXC ISHARES INC 1.5%
Value ($000) $4,060 Shares 64,299 Est. Cost $58.97 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $3,914 Shares 24,771 Est. Cost $107.54 Unrealized +62.1%
META META PLATFORMS INC 1.2%
Value ($000) $3,304 Shares 4,477 Est. Cost $551.98 Unrealized +34.6%
PLTR PALANTIR TECHNOLOGIES INC 1.2%
Value ($000) $3,235 Shares 23,730 Est. Cost $65.64 Unrealized +146.9%
IEV ISHARES TR 1.2%
Value ($000) $3,107 Shares 49,120 Est. Cost $55.09 Unrealized
WLTG ETF OPPORTUNITIES TRUST 1.2%
Value ($000) $3,082 Shares 88,361 Est. Cost $34.88 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $3,013 Shares 14,687 Est. Cost $185.12 Unrealized +21.9%
AMZN AMAZON COM INC 1.1%
Value ($000) $2,926 Shares 13,337 Est. Cost $183.96 Unrealized +23.0%
USHY ISHARES TR 1.0%
Value ($000) $2,788 Shares 74,319 Est. Cost $36.46 Unrealized
VGT VANGUARD WORLD FD 1.0%
Value ($000) $2,760 Shares 4,161 Est. Cost $663.28 Unrealized
XLV SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,738 Shares 19,671 Est. Cost $145.63 Unrealized
IUSV ISHARES TR 0.9%
Value ($000) $2,526 Shares 26,689 Est. Cost $88.50 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.9%
Value ($000) $2,492 Shares 17,355 Est. Cost $164.99 Unrealized -13.2%
IWB ISHARES TR 0.9%
Value ($000) $2,490 Shares 7,334 Est. Cost $316.57 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $2,367 Shares 13,322 Est. Cost $165.39 Unrealized
BILS SPDR SERIES TRUST 0.8%
Value ($000) $2,166 Shares 21,786 Est. Cost $99.40 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,082 Shares 9,578 Est. Cost $202.84 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $1,875 Shares 3,291 Est. Cost $526.74 Unrealized
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $1,623 Shares 17,397 Est. Cost $79.07 Unrealized +18.3%
BALT INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,535 Shares 47,840 Est. Cost $32.08 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $1,482 Shares 1,107 Est. Cost $77.95 Unrealized +56.6%
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,405 Shares 16,108 Est. Cost $73.42 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,358 Shares 7,474 Est. Cost $176.88 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,327 Shares 7,528 Est. Cost $169.00 Unrealized +23.8%
BA BOEING CO 0.5%
Value ($000) $1,261 Shares 6,016 Est. Cost $181.70 Unrealized +24.1%
FLOT ISHARES TR 0.5%
Value ($000) $1,252 Shares 24,541 Est. Cost $51.08 Unrealized
IYY ISHARES TR 0.5%
Value ($000) $1,221 Shares 8,091 Est. Cost $132.31 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $1,144 Shares 13,802 Est. Cost $81.94 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $1,130 Shares 3,706 Est. Cost $239.80 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $1,092 Shares 3,437 Est. Cost $203.83 Unrealized +70.2%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $987 Shares 1,938 Est. Cost $304.32 Unrealized +49.4%
WDC WESTERN DIGITAL CORP 0.4%
Value ($000) $968 Shares 8,061 Est. Cost $81.60 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.4%
Value ($000) $963 Shares 3,068 Est. Cost $141.32 Unrealized +134.9%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $946 Shares 11,684 Est. Cost $77.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $931 Shares 4,099 Est. Cost $184.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $925 Shares 21,378 Est. Cost $36.80 Unrealized +15.5%
T AT&T INC 0.3%
Value ($000) $919 Shares 31,753 Est. Cost $16.16 Unrealized +73.6%
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $899 Shares 5,961 Est. Cost $133.31 Unrealized 0.0%
VOX VANGUARD WORLD FD 0.3%
Value ($000) $896 Shares 5,241 Est. Cost $142.95 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $872 Shares 1,118 Est. Cost $801.93 Unrealized -7.4%
JGRO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $832 Shares 9,661 Est. Cost $79.21 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.3%
Value ($000) $759 Shares 22,144 Est. Cost $21.87 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $754 Shares 15,931 Est. Cost $41.45 Unrealized +16.6%
ITA ISHARES TR 0.3%
Value ($000) $734 Shares 3,892 Est. Cost $150.38 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $723 Shares 3,309 Est. Cost $160.80 Unrealized +58.1%
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $677 Shares 16,184 Est. Cost $40.66 Unrealized
CAIE CALAMOS ETF TR 0.2%
Value ($000) $660 Shares 24,039 Est. Cost $27.47 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $656 Shares 7,199 Est. Cost $77.07 Unrealized +31.5%
BMRN BIOMARIN PHARMACEUTICAL INC 0.2%
Value ($000) $639 Shares 11,622 Est. Cost $62.01 Unrealized -7.8%
RTX RTX CORPORATION 0.2%
Value ($000) $630 Shares 4,318 Est. Cost $114.85 Unrealized +34.3%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.2%
Value ($000) $617 Shares 6,751 Est. Cost $64.04 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $615 Shares 10,043 Est. Cost $47.52 Unrealized
SGOV ISHARES TR 0.2%
Value ($000) $607 Shares 6,025 Est. Cost $100.71 Unrealized
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $604 Shares 9,044 Est. Cost $59.96 Unrealized +20.1%
SLV ISHARES SILVER TR 0.2%
Value ($000) $596 Shares 18,155 Est. Cost $26.81 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $589 Shares 573 Est. Cost $148.23 Unrealized +26.0%
EME EMCOR GROUP INC 0.2%
Value ($000) $579 Shares 1,082 Est. Cost $380.91 Unrealized +59.2%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $577 Shares 2,714 Est. Cost $185.05 Unrealized +17.7%
NEM NEWMONT CORP 0.2%
Value ($000) $570 Shares 6,761 Est. Cost $69.39 Unrealized 0.0%
COHR COHERENT CORP 0.2%
Value ($000) $544 Shares 6,096 Est. Cost $71.97 Unrealized +38.5%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $539 Shares 959 Est. Cost $453.88 Unrealized +26.3%
THC TENET HEALTHCARE CORP 0.2%
Value ($000) $529 Shares 3,005 Est. Cost $147.27 Unrealized +20.5%
CRH CRH PLC 0.2%
Value ($000) $523 Shares 4,362 Est. Cost $105.61 Unrealized 0.0%
APTV APTIV PLC 0.2%
Value ($000) $523 Shares 7,662 Est. Cost $61.92 Unrealized +21.8%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $498 Shares 1,868 Est. Cost $195.52 Unrealized +18.5%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $489 Shares 9,192 Est. Cost $49.19 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $485 Shares 1,186 Est. Cost $382.78 Unrealized -21.1%
RMD RESMED INC 0.2%
Value ($000) $477 Shares 1,847 Est. Cost $231.66 Unrealized +17.5%
EXE EXPAND ENERGY CORPORATION 0.2%
Value ($000) $475 Shares 4,066 Est. Cost $109.10 Unrealized -9.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $464 Shares 22,960 Est. Cost $20.20 Unrealized
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $444 Shares 831 Est. Cost $526.28 Unrealized -3.1%
FNY FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $417 Shares 5,064 Est. Cost $80.00 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $408 Shares 8,848 Est. Cost $46.12 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $406 Shares 768 Est. Cost $336.72 Unrealized +79.8%
V VISA INC 0.2%
Value ($000) $405 Shares 1,141 Est. Cost $273.37 Unrealized +26.3%
BBY BEST BUY INC 0.2%
Value ($000) $405 Shares 6,026 Est. Cost $65.40 Unrealized +7.0%
MS MORGAN STANLEY 0.2%
Value ($000) $401 Shares 2,524 Est. Cost $146.45 Unrealized 0.0%
PWR QUANTA SVCS INC 0.1%
Value ($000) $400 Shares 964 Est. Cost $388.50 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $381 Shares 1,621 Est. Cost $235.04 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $378 Shares 4,718 Est. Cost $56.85 Unrealized +41.6%
GOOG ALPHABET INC 0.1%
Value ($000) $371 Shares 2,090 Est. Cost $172.19 Unrealized +21.9%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $367 Shares 9,350 Est. Cost $43.20 Unrealized 0.0%
QTUM ETF SER SOLUTIONS 0.1%
Value ($000) $365 Shares 3,976 Est. Cost $81.15 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $363 Shares 7,841 Est. Cost $55.44 Unrealized -17.9%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $361 Shares 17,259 Est. Cost $20.70 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $358 Shares 2,272 Est. Cost $140.27 Unrealized +23.6%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $358 Shares 12,687 Est. Cost $19.67 Unrealized +45.2%
MAGS LISTED FDS TR 0.1%
Value ($000) $355 Shares 6,407 Est. Cost $52.02 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $350 Shares 7,444 Est. Cost $47.06 Unrealized
NRG NRG ENERGY INC 0.1%
Value ($000) $346 Shares 2,157 Est. Cost $130.97 Unrealized +18.5%
GSK GSK PLC 0.1%
Value ($000) $346 Shares 8,913 Est. Cost $37.95 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $334 Shares 6,372 Est. Cost $52.41 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $324 Shares 4,360 Est. Cost $64.57 Unrealized +8.9%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $322 Shares 3,669 Est. Cost $88.03 Unrealized
JOBY JOBY AVIATION INC 0.1%
Value ($000) $314 Shares 19,469 Est. Cost $15.19 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $308 Shares 1,129 Est. Cost $273.33 Unrealized -8.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $302 Shares 3,621 Est. Cost $88.13 Unrealized 0.0%
NMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $302 Shares 11,474 Est. Cost $26.36 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $302 Shares 398 Est. Cost $735.10 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $299 Shares 1,658 Est. Cost $162.46 Unrealized +1.6%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $295 Shares 525 Est. Cost $564.28 Unrealized 0.0%
GM GENERAL MTRS CO 0.1%
Value ($000) $293 Shares 4,799 Est. Cost $55.55 Unrealized 0.0%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $292 Shares 7,167 Est. Cost $36.31 Unrealized
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $287 Shares 3,364 Est. Cost $54.87 Unrealized +58.9%
TOTALENERGIES SE 0.1%
Value ($000) $282 Shares 4,520 Est. Cost $65.34 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $266 Shares 4,212 Est. Cost $59.97 Unrealized
GL GLOBE LIFE INC 0.1%
Value ($000) $266 Shares 2,138 Est. Cost $94.86 Unrealized +42.6%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $265 Shares 2,720 Est. Cost $78.86 Unrealized +33.8%
BX BLACKSTONE INC 0.1%
Value ($000) $263 Shares 1,759 Est. Cost $135.11 Unrealized +25.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $258 Shares 2,935 Est. Cost $78.07 Unrealized +16.9%
USB US BANCORP DEL 0.1%
Value ($000) $257 Shares 5,615 Est. Cost $38.14 Unrealized +21.5%
SNY SANOFI 0.1%
Value ($000) $256 Shares 5,306 Est. Cost $48.52 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $256 Shares 367 Est. Cost $699.24 Unrealized 0.0%
NJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $256 Shares 3,595 Est. Cost $71.11 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $255 Shares 837 Est. Cost $285.39 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $252 Shares 2,969 Est. Cost $84.83 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $251 Shares 3,523 Est. Cost $58.89 Unrealized +15.3%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $249 Shares 2,176 Est. Cost $98.12 Unrealized +11.0%
UNILEVER PLC 0.1%
Value ($000) $248 Shares 4,059 Est. Cost $54.99 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $248 Shares 1,050 Est. Cost $228.30 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $247 Shares 693 Est. Cost $306.71 Unrealized +18.4%
ICLR ICON PLC 0.1%
Value ($000) $246 Shares 1,407 Est. Cost $167.36 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value ($000) $241 Shares 1,331 Est. Cost $181.67 Unrealized -1.1%
JOBY AVIATION INC 0.1%
Value ($000) $240 Shares 470 Est. Cost $510.00 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $239 Shares 702 Est. Cost $313.76 Unrealized 0.0%
ASND ASCENDIS PHARMA A/S 0.1%
Value ($000) $239 Shares 1,386 Est. Cost $155.86 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $236 Shares 1,263 Est. Cost $179.65 Unrealized 0.0%
OSK OSHKOSH CORP 0.1%
Value ($000) $236 Shares 1,818 Est. Cost $131.45 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $236 Shares 1,688 Est. Cost $132.40 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $233 Shares 2,556 Est. Cost $72.33 Unrealized +30.7%
QQQG PACER FDS TR 0.1%
Value ($000) $231 Shares 9,549 Est. Cost $24.15 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $231 Shares 522 Est. Cost $425.50 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $230 Shares 722 Est. Cost $279.37 Unrealized +13.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $230 Shares 1,867 Est. Cost $93.22 Unrealized +37.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $229 Shares 733 Est. Cost $374.94 Unrealized -20.3%
SGOL ETFS GOLD TR 0.1%
Value ($000) $226 Shares 6,145 Est. Cost $36.81 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $226 Shares 11,795 Est. Cost $17.46 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $225 Shares 763 Est. Cost $253.82 Unrealized +2.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $222 Shares 2,431 Est. Cost $104.57 Unrealized -5.7%
INGR INGREDION INC 0.1%
Value ($000) $222 Shares 1,637 Est. Cost $115.48 Unrealized +11.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $220 Shares 1,180 Est. Cost $146.60 Unrealized +33.5%
KVUE KENVUE INC 0.1%
Value ($000) $218 Shares 10,411 Est. Cost $18.34 Unrealized +9.4%
B BARRICK MNG CORP 0.1%
Value ($000) $217 Shares 10,425 Est. Cost $19.29 Unrealized +30.4%
TGT TARGET CORP 0.1%
Value ($000) $217 Shares 2,200 Est. Cost $93.31 Unrealized +3.7%
TFC TRUIST FINL CORP 0.1%
Value ($000) $217 Shares 5,042 Est. Cost $34.94 Unrealized +26.9%
BAX BAXTER INTL INC 0.1%
Value ($000) $217 Shares 7,118 Est. Cost $32.95 Unrealized -23.4%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $215 Shares 2,301 Est. Cost $59.18 Unrealized +84.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $215 Shares 805 Est. Cost $208.89 Unrealized +27.3%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $214 Shares 8,428 Est. Cost $26.22 Unrealized -9.2%
PPG PPG INDS INC 0.1%
Value ($000) $213 Shares 1,872 Est. Cost $121.90 Unrealized -9.8%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $211 Shares 7,730 Est. Cost $28.60 Unrealized 0.0%
DEO DIAGEO PLC 0.1%
Value ($000) $210 Shares 2,204 Est. Cost $95.43 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $209 Shares 80 Est. Cost $2335.36 Unrealized +2.8%
SHOP SHOPIFY INC 0.1%
Value ($000) $208 Shares 1,806 Est. Cost $100.02 Unrealized +35.5%
QQQI NEOS ETF TRUST 0.1%
Value ($000) $203 Shares 3,749 Est. Cost $54.20 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $203 Shares 1,051 Est. Cost $174.47 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $202 Shares 985 Est. Cost $185.70 Unrealized +3.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $201 Shares 370 Est. Cost $522.87 Unrealized -8.2%
MNKD MANNKIND CORP 0.1%
Value ($000) $187 Shares 50,000 Est. Cost $5.49 Unrealized -20.1%
AGNC AGNC INVT CORP 0.1%
Value ($000) $151 Shares 16,210 Est. Cost $9.53 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $124 Shares 22,613 Est. Cost $5.47 Unrealized
SOUNDHOUND AI INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $197.00 Unrealized
PELOTON INTERACTIVE INC 0.0%
Value ($000) $18 Shares 169 Est. Cost $107.50 Unrealized
ORGN ORIGIN MATERIALS INC 0.0%
Value ($000) $8 Shares 16,700 Est. Cost $1.01 Unrealized -38.5%
IXHL INCANNEX HEALTHCARE INC 0.0%
Value ($000) $7 Shares 16,106 Est. Cost $0.54 Unrealized 0.0%
OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
KENVUE INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.98 Unrealized
PLUG POWER INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.00 Unrealized
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.50 Unrealized
ANYWHERE REAL ESTATE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.87 Unrealized
C3 AI INC 0.0%
Value ($000) $0 Shares 170 Est. Cost $1.00 Unrealized