Comprehensive Financial Planning, Inc./PA Diversified Active

CIK: 0002044855 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $127,007 (100.0% shares, 0.0% debt)

Holdings (337)

JAAA JANUS HENDERSON AAA CLO ETF 6.8%
Value ($000) $8,617 Shares 169,797 Est. Cost $50.71 Unrealized
META META PLATFORMS INC CLASS A 5.2%
Value ($000) $6,649 Shares 9,008 Est. Cost $588.67 Unrealized +4.7%
AAPL APPLE INC 4.8%
Value ($000) $6,100 Shares 29,731 Est. Cost $234.51 Unrealized -14.1%
VOO VANGUARD S&P 500 ETF 3.9%
Value ($000) $4,929 Shares 8,677 Est. Cost $538.75 Unrealized
NVDA NVIDIA CORP 3.8%
Value ($000) $4,818 Shares 30,496 Est. Cost $137.28 Unrealized -8.3%
XLG INVSC S P 500 TOP 50 ETF 3.8%
Value ($000) $4,766 Shares 91,481 Est. Cost $49.16 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $4,341 Shares 8,726 Est. Cost $423.01 Unrealized +2.2%
IVV ISHARES CORE S&P 500 ETF 2.9%
Value ($000) $3,633 Shares 5,852 Est. Cost $590.62 Unrealized
AMZN AMAZON.COM INC 2.3%
Value ($000) $2,898 Shares 13,211 Est. Cost $204.98 Unrealized -3.5%
JGRO JPMORGAN ACTIVE GROWTH ETF 2.0%
Value ($000) $2,509 Shares 29,150 Est. Cost $78.19 Unrealized
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $2,342 Shares 3,791 Est. Cost $586.01 Unrealized
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $2,263 Shares 2,286 Est. Cost $923.92 Unrealized +7.2%
CRWD CROWDSTRIKE HLDGS INC CLASS A 1.8%
Value ($000) $2,249 Shares 4,416 Est. Cost $345.20 Unrealized +25.6%
DGRW WISDOMTREE US QLT DIV GRW ETF 1.6%
Value ($000) $2,095 Shares 25,024 Est. Cost $81.02 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 1.6%
Value ($000) $2,028 Shares 4,175 Est. Cost $461.73 Unrealized +10.0%
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 1.6%
Value ($000) $1,985 Shares 35,790 Est. Cost $50.41 Unrealized
TCHP T ROWE PRICE BLUE CHIP GROWTH ETF 1.6%
Value ($000) $1,969 Shares 43,421 Est. Cost $39.11 Unrealized
QQQ INVESCO QQQ TRUST 1.5%
Value ($000) $1,910 Shares 3,462 Est. Cost $513.69 Unrealized
BALT INNOVATOR DEFINED WEALTHSHIELD ETF 1.5%
Value ($000) $1,886 Shares 58,795 Est. Cost $31.43 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.5%
Value ($000) $1,870 Shares 16,981 Est. Cost $96.36 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 1.4%
Value ($000) $1,718 Shares 58,808 Est. Cost $27.87 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.3%
Value ($000) $1,650 Shares 62,258 Est. Cost $27.32 Unrealized
QQQM INVESCO NASDAQ 100 ETF 1.3%
Value ($000) $1,629 Shares 7,172 Est. Cost $210.44 Unrealized
VFLO VICTORYSHARES FREE CASH FLOW ETF 1.2%
Value ($000) $1,574 Shares 44,536 Est. Cost $34.39 Unrealized
TSPA T ROWE PRICE U S EQUITY RESEARCH ETF 1.1%
Value ($000) $1,453 Shares 37,364 Est. Cost $36.58 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 1.1%
Value ($000) $1,422 Shares 5,956 Est. Cost $224.73 Unrealized
XMMO INVESCO S & P MIDCAP MOMENTUM ETF 0.9%
Value ($000) $1,199 Shares 9,322 Est. Cost $124.59 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.9%
Value ($000) $1,160 Shares 8,508 Est. Cost $115.11 Unrealized +1.9%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.9%
Value ($000) $1,133 Shares 10,090 Est. Cost $100.04 Unrealized
WM WASTE MGMT INC DEL 0.9%
Value ($000) $1,124 Shares 4,912 Est. Cost $214.44 Unrealized +7.1%
RDVI FT VEST RISING DIV INCOME ETF 0.8%
Value ($000) $1,069 Shares 43,270 Est. Cost $24.25 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $1,021 Shares 3,214 Est. Cost $318.81 Unrealized -5.5%
FFTY INNOVATOR IBD 50 ETF 0.8%
Value ($000) $996 Shares 30,666 Est. Cost $32.49 Unrealized
FPX FIRST TRUST US EQUITY OPRTNT ETF 0.8%
Value ($000) $993 Shares 6,849 Est. Cost $144.92 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.7%
Value ($000) $937 Shares 1,412 Est. Cost $621.76 Unrealized
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.7%
Value ($000) $927 Shares 17,041 Est. Cost $56.26 Unrealized
AVLV AVANTIS U S LARGE CAP VALUE ETF 0.7%
Value ($000) $906 Shares 13,288 Est. Cost $67.07 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.7%
Value ($000) $858 Shares 18,234 Est. Cost $47.04 Unrealized
VO VANGUARD MID CAP ETF 0.7%
Value ($000) $853 Shares 3,050 Est. Cost $264.31 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.7%
Value ($000) $850 Shares 15,435 Est. Cost $56.44 Unrealized
PJUL INNOVATOR US EQUITY POWER BUFFER ETF 0.6%
Value ($000) $817 Shares 18,623 Est. Cost $41.22 Unrealized
JSI JANUS HENDERSON SECRTZ INC ETF 0.6%
Value ($000) $758 Shares 14,412 Est. Cost $52.00 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $756 Shares 4,158 Est. Cost $176.01 Unrealized
TCAF T ROWE PRICE CPTL APRCTNEQT ETF 0.6%
Value ($000) $753 Shares 21,335 Est. Cost $32.52 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.6%
Value ($000) $748 Shares 2,681 Est. Cost $272.03 Unrealized
NOW SERVICENOW INC 0.6%
Value ($000) $729 Shares 709 Est. Cost $202.58 Unrealized -6.9%
RSG REPUBLIC SVCS INC 0.5%
Value ($000) $666 Shares 2,702 Est. Cost $204.32 Unrealized +20.0%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.5%
Value ($000) $651 Shares 2,569 Est. Cost $235.95 Unrealized
JIVE JPMORGAN INTERNATIONAL VALUE ETF 0.5%
Value ($000) $649 Shares 9,366 Est. Cost $69.30 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.5%
Value ($000) $649 Shares 10,148 Est. Cost $61.34 Unrealized
VLU SPDR SP 1500 VALUE TILT ETF 0.5%
Value ($000) $639 Shares 3,327 Est. Cost $184.06 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.5%
Value ($000) $630 Shares 3,635 Est. Cost $159.53 Unrealized
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.5%
Value ($000) $605 Shares 11,552 Est. Cost $49.43 Unrealized
MLPA GLOBAL X MLP ETF 0.5%
Value ($000) $581 Shares 11,570 Est. Cost $49.47 Unrealized
TGRW T ROWE PRICE GROWTH STOCK ETF 0.4%
Value ($000) $557 Shares 13,240 Est. Cost $35.94 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.4%
Value ($000) $546 Shares 4,158 Est. Cost $129.16 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $537 Shares 1,852 Est. Cost $240.08 Unrealized +5.2%
VST VISTRA CORP 0.4%
Value ($000) $520 Shares 2,682 Est. Cost $146.85 Unrealized +0.4%
URA GLOBAL X URANIUM ETF 0.4%
Value ($000) $505 Shares 13,004 Est. Cost $38.81 Unrealized
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.4%
Value ($000) $501 Shares 3,713 Est. Cost $128.63 Unrealized
SPMO INVSC S P 500 MOMENTUM ETF 0.4%
Value ($000) $495 Shares 4,403 Est. Cost $99.81 Unrealized
VNLA JANUS HENDERSON SHRT DRTN INM ETF 0.4%
Value ($000) $473 Shares 9,609 Est. Cost $48.92 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $465 Shares 8,186 Est. Cost $57.35 Unrealized
CDC VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF 0.4%
Value ($000) $465 Shares 7,304 Est. Cost $62.58 Unrealized
HELO JPMORGN HEDGD EQTY LAD OVRLY ETF 0.4%
Value ($000) $457 Shares 7,303 Est. Cost $60.83 Unrealized
IETC ISHS US TECH INDEPDNCE FOCUSD ETF 0.4%
Value ($000) $451 Shares 4,793 Est. Cost $86.37 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $450 Shares 1,634 Est. Cost $194.74 Unrealized +10.9%
GOOGL ALPHABET INC CLASS A 0.3%
Value ($000) $444 Shares 2,521 Est. Cost $173.52 Unrealized -5.9%
GFLW VICTORYSHARES FRE CSH FLW GRW ETF 0.3%
Value ($000) $439 Shares 16,709 Est. Cost $23.89 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.3%
Value ($000) $416 Shares 3,123 Est. Cost $127.58 Unrealized
XLU SELECT SECTOR UTI SELECTSPDR ETF 0.3%
Value ($000) $415 Shares 5,083 Est. Cost $78.17 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.3%
Value ($000) $409 Shares 1,661 Est. Cost $235.20 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVI ETF 0.3%
Value ($000) $391 Shares 11,086 Est. Cost $35.82 Unrealized
RTX RTX CORP 0.3%
Value ($000) $384 Shares 2,631 Est. Cost $129.96 Unrealized +1.4%
MGK VANGUARD MEGA CAP GROWTHETF 0.3%
Value ($000) $384 Shares 1,049 Est. Cost $343.32 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $362 Shares 1,193 Est. Cost $289.70 Unrealized
DAVE DAVE INC CLASS A 0.3%
Value ($000) $359 Shares 1,339 Est. Cost $157.61 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP F 0.3%
Value ($000) $351 Shares 3,793 Est. Cost $58.32 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.3%
Value ($000) $349 Shares 1,406 Est. Cost $253.63 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.3%
Value ($000) $334 Shares 3,642 Est. Cost $91.81 Unrealized
XMVM INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF 0.3%
Value ($000) $323 Shares 5,799 Est. Cost $55.42 Unrealized
AIQ GLOBAL X FUND GLB X ART INTL TGY ETF 0.3%
Value ($000) $321 Shares 7,348 Est. Cost $38.78 Unrealized
BJUL INNOVATOR US EQUITY BUFFER ETF 0.2%
Value ($000) $317 Shares 6,724 Est. Cost $44.66 Unrealized
SLV ISHARES SILVER TRUST ETF 0.2%
Value ($000) $303 Shares 9,247 Est. Cost $30.94 Unrealized
CLS CELESTICA INC EQUITY FCLASS EQUITY 0.2%
Value ($000) $302 Shares 1,933 Est. Cost $104.79 Unrealized +1.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $294 Shares 2,731 Est. Cost $112.36 Unrealized -7.0%
FULT FULTON FINL CORP PA 0.2%
Value ($000) $281 Shares 15,596 Est. Cost $18.64 Unrealized -11.0%
ATEYY ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $276 Shares 3,738 Est. Cost $73.96 Unrealized
SPOT SPOTIFY TECHNOLOGY S A F 0.2%
Value ($000) $274 Shares 357 Est. Cost $641.84 Unrealized 0.0%
VOE VANGUARD MID CAP VALUE ETF 0.2%
Value ($000) $266 Shares 1,616 Est. Cost $161.77 Unrealized
CVSA ADTALEM GLOBAL ED INC 0.2%
Value ($000) $265 Shares 2,082 Est. Cost $118.24 Unrealized 0.0%
AGX ARGAN INC 0.2%
Value ($000) $232 Shares 1,050 Est. Cost $179.22 Unrealized 0.0%
GLTR ABRDN PHYSICAL PREC MTL BSKT SHS ETF 0.2%
Value ($000) $219 Shares 1,584 Est. Cost $129.47 Unrealized
V VISA INC CLASS A 0.2%
Value ($000) $217 Shares 612 Est. Cost $298.33 Unrealized +16.3%
APH AMPHENOL CORP NEW CLASS A 0.2%
Value ($000) $206 Shares 2,083 Est. Cost $81.39 Unrealized 0.0%
IGV ISHARES EXPANDED TECH STW SCTR ETF 0.2%
Value ($000) $205 Shares 1,875 Est. Cost $100.38 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $201 Shares 150 Est. Cost $113.07 Unrealized 0.0%
FLCV FEDERATED HME MDT LAR VAL ETF NAV CF 0.1%
Value ($000) $182 Shares 6,162 Est. Cost $29.46 Unrealized
BYRN BYRNA TECHNOLOGIES INC 0.1%
Value ($000) $181 Shares 5,853 Est. Cost $24.43 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $180 Shares 1,678 Est. Cost $101.18 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $179 Shares 1,247 Est. Cost $145.50 Unrealized -5.8%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $176 Shares 994 Est. Cost $175.67 Unrealized -6.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $175 Shares 856 Est. Cost $187.79 Unrealized -1.1%
XLE ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $170 Shares 2,002 Est. Cost $85.67 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $162 Shares 1,735 Est. Cost $71.50 Unrealized +15.1%
WCN WASTE CONNECTIONS INC F 0.1%
Value ($000) $149 Shares 800 Est. Cost $186.43 Unrealized +3.1%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $149 Shares 3,044 Est. Cost $36.35 Unrealized +6.0%
ALAB ASTERA LABS INC 0.1%
Value ($000) $148 Shares 1,639 Est. Cost $93.85 Unrealized -15.8%
HD HOME DEPOT INC 0.1%
Value ($000) $145 Shares 397 Est. Cost $397.26 Unrealized -10.4%
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF 0.1%
Value ($000) $138 Shares 1,649 Est. Cost $83.87 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $137 Shares 312 Est. Cost $410.02 Unrealized
RPV INVSC S P 500 PURE VALUEETF 0.1%
Value ($000) $135 Shares 1,444 Est. Cost $90.21 Unrealized
TFLO ISHARES TREASURY FLOATING RATE B ETF 0.1%
Value ($000) $132 Shares 2,612 Est. Cost $50.47 Unrealized
TDVG T ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $130 Shares 3,058 Est. Cost $39.60 Unrealized
LYV LIVE NATION ENTMT INC 0.1%
Value ($000) $119 Shares 788 Est. Cost $131.56 Unrealized +4.6%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $119 Shares 525 Est. Cost $197.49 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $119 Shares 210 Est. Cost $568.75 Unrealized
ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $113 Shares 700 Est. Cost $123.36 Unrealized
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.1%
Value ($000) $106 Shares 1,375 Est. Cost $66.30 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $106 Shares 972 Est. Cost $115.19 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $105 Shares 289 Est. Cost $375.15 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.1%
Value ($000) $104 Shares 680 Est. Cost $144.91 Unrealized
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 0.1%
Value ($000) $103 Shares 430 Est. Cost $207.11 Unrealized
GABF GABELLI FINANCIAL SERVICES OPPOR ETF 0.1%
Value ($000) $103 Shares 2,174 Est. Cost $45.49 Unrealized
PNC PNC FINL SERVICES 0.1%
Value ($000) $102 Shares 546 Est. Cost $189.31 Unrealized -12.3%
ABBV ABBVIE INC 0.1%
Value ($000) $100 Shares 539 Est. Cost $179.40 Unrealized +1.8%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $98 Shares 992 Est. Cost $96.90 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $96 Shares 600 Est. Cost $159.52 Unrealized -9.1%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $91 Shares 993 Est. Cost $88.40 Unrealized
JHMM JOHN HANCOCK MULTIFACTORMID CAP ETF 0.1%
Value ($000) $90 Shares 1,470 Est. Cost $59.72 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $89 Shares 1,202 Est. Cost $61.71 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $87 Shares 1,650 Est. Cost $55.43 Unrealized -8.7%
AMD ADVANCED MICRO DEVIC 0.1%
Value ($000) $85 Shares 600 Est. Cost $143.89 Unrealized -24.3%
MRK MERCK & CO. INC. 0.1%
Value ($000) $83 Shares 1,054 Est. Cost $98.70 Unrealized -21.6%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $77 Shares 407 Est. Cost $184.35 Unrealized
XLC COMMUNICAT SVS SLCT SEC SPDR ETF 0.1%
Value ($000) $73 Shares 672 Est. Cost $96.88 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $66 Shares 501 Est. Cost $156.39 Unrealized -16.2%
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $64 Shares 1,618 Est. Cost $38.19 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.0%
Value ($000) $63 Shares 142 Est. Cost $425.13 Unrealized
ENBP ENB FINL CORP 0.0%
Value ($000) $62 Shares 3,579 Est. Cost $16.65 Unrealized -3.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $62 Shares 146 Est. Cost $400.90 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $61 Shares 213 Est. Cost $270.29 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $60 Shares 450 Est. Cost $129.14 Unrealized -5.3%
VTWO RUSSELL 2000 ETF 0.0%
Value ($000) $59 Shares 680 Est. Cost $89.36 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.0%
Value ($000) $59 Shares 628 Est. Cost $93.87 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $59 Shares 247 Est. Cost $240.26 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $57 Shares 200 Est. Cost $253.75 Unrealized
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.0%
Value ($000) $57 Shares 2,332 Est. Cost $24.06 Unrealized
IYG ISHARES US FINANCIAL SERETF 0.0%
Value ($000) $55 Shares 645 Est. Cost $77.86 Unrealized
RSPT INVSC SP 500 EQUAL WEIGHT TECH ETF 0.0%
Value ($000) $55 Shares 1,350 Est. Cost $37.41 Unrealized
AOM ISHARES CORE 40 60 MOD ALL ETF 0.0%
Value ($000) $54 Shares 1,177 Est. Cost $43.43 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $54 Shares 323 Est. Cost $172.88 Unrealized -6.5%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $53 Shares 419 Est. Cost $131.29 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $50 Shares 234 Est. Cost $220.89 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $48 Shares 212 Est. Cost $213.07 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $47 Shares 152 Est. Cost $411.24 Unrealized -8.8%
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $46 Shares 581 Est. Cost $77.28 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $46 Shares 259 Est. Cost $169.39 Unrealized
LGLV SPDR SSGA US LG CP LW VLT INX ETF 0.0%
Value ($000) $44 Shares 252 Est. Cost $164.97 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $42 Shares 509 Est. Cost $71.15 Unrealized
AOR ISHARES CORE 60 40 BAL ALL ETF 0.0%
Value ($000) $42 Shares 676 Est. Cost $57.28 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $41 Shares 559 Est. Cost $68.94 Unrealized
PAAS PAN AMERN SILVER CORP F 0.0%
Value ($000) $38 Shares 1,336 Est. Cost $22.37 Unrealized +15.7%
NEM NEWMONT CORP 0.0%
Value ($000) $37 Shares 638 Est. Cost $44.64 Unrealized +18.5%
RECS COLUMBIA RESEARCH ENHANCED CR ETF 0.0%
Value ($000) $37 Shares 1,007 Est. Cost $34.61 Unrealized
TPLC TIMOTHY PLAN US LARG MD CP CR ETF 0.0%
Value ($000) $37 Shares 817 Est. Cost $42.80 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $36 Shares 178 Est. Cost $195.47 Unrealized
DLN WISDOMTREE US LARGECAP DIVIDEND ETF 0.0%
Value ($000) $36 Shares 436 Est. Cost $77.76 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $36 Shares 567 Est. Cost $58.37 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $35 Shares 581 Est. Cost $52.16 Unrealized
CWST CASELLA WASTE SYS INC CLASS A 0.0%
Value ($000) $35 Shares 300 Est. Cost $115.55 Unrealized 0.0%
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value ($000) $34 Shares 378 Est. Cost $90.96 Unrealized
FTLS FIRST TRUST LONG SHORT EQUITY ETF 0.0%
Value ($000) $34 Shares 512 Est. Cost $65.76 Unrealized
FTC FIRST TR LRG CP GRW ALPHADEX ETF 0.0%
Value ($000) $32 Shares 209 Est. Cost $138.25 Unrealized
XYZ BLOCK INC A CLASS A 0.0%
Value ($000) $31 Shares 450 Est. Cost $82.04 Unrealized -29.1%
BX BLACKSTONE INC 0.0%
Value ($000) $30 Shares 200 Est. Cost $168.78 Unrealized -19.9%
TGRT T ROWE PRICE GROWTH ETF 0.0%
Value ($000) $30 Shares 731 Est. Cost $37.85 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $29 Shares 620 Est. Cost $52.52 Unrealized -10.1%
XMLV INVSC S P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $28 Shares 460 Est. Cost $60.81 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK E 0.0%
Value ($000) $26 Shares 383 Est. Cost $58.93 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $26 Shares 625 Est. Cost $49.25 Unrealized -16.4%
SNAP SNAP INC CLASS A 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $11.27 Unrealized -26.4%
IJJ ISHARES S&P MID CAP 400 VALUE ETF 0.0%
Value ($000) $26 Shares 210 Est. Cost $125.00 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $26 Shares 100 Est. Cost $248.46 Unrealized -6.2%
LYSCF LYNAS RARE EARTHS ORDF 0.0%
Value ($000) $26 Shares 4,504 Est. Cost $4.73 Unrealized +12.3%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $24 Shares 630 Est. Cost $40.78 Unrealized
JSCP JPMORGAN SHORT DURATION CORE PLU ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $46.63 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $23 Shares 474 Est. Cost $50.38 Unrealized
CWS ADVISORSHARES FOCUSED EQUITY ETF 0.0%
Value ($000) $23 Shares 330 Est. Cost $64.69 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $23 Shares 150 Est. Cost $149.59 Unrealized +0.8%
AVUV AVANTIS US SMALL CAP VALUE ETF 0.0%
Value ($000) $22 Shares 246 Est. Cost $96.47 Unrealized
TDIV FIRST TR NASDAQ TECH DIVIDX ETF 0.0%
Value ($000) $22 Shares 245 Est. Cost $78.46 Unrealized
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $22 Shares 315 Est. Cost $67.57 Unrealized
AVEM AVANTIS EMERGING MARKETSEQ ETF 0.0%
Value ($000) $21 Shares 304 Est. Cost $58.94 Unrealized
JTEK JPMORGAN U S TECH LEADERS ETF IV 0.0%
Value ($000) $20 Shares 241 Est. Cost $71.45 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $20 Shares 69 Est. Cost $290.22 Unrealized +4.6%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOP 0.0%
Value ($000) $20 Shares 459 Est. Cost $40.41 Unrealized
BITWISE CRYPTO INDUSTRY INNOVAT ETF 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $16.89 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $20 Shares 1,799 Est. Cost $9.86 Unrealized +0.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $19 Shares 342 Est. Cost $47.82 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $19 Shares 690 Est. Cost $26.15 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $12.99 Unrealized +1.5%
WMT WALMART INC 0.0%
Value ($000) $18 Shares 181 Est. Cost $85.80 Unrealized +10.4%
TRV TRAVELERS COS INC 0.0%
Value ($000) $17 Shares 64 Est. Cost $245.11 Unrealized +6.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $17 Shares 85 Est. Cost $185.98 Unrealized
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.0%
Value ($000) $16 Shares 119 Est. Cost $137.40 Unrealized
LIN LINDE PLC F 0.0%
Value ($000) $16 Shares 34 Est. Cost $448.71 Unrealized +0.8%
WTAI WISDOMTREE ART INTLL ANDINNVT ETF 0.0%
Value ($000) $15 Shares 602 Est. Cost $21.99 Unrealized
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $15 Shares 48 Est. Cost $286.29 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value ($000) $14 Shares 51 Est. Cost $266.73 Unrealized
CZR CAESARS ENTMT INC NEW 0.0%
Value ($000) $14 Shares 500 Est. Cost $39.59 Unrealized -31.3%
CCL CARNIVAL CORP F 0.0%
Value ($000) $14 Shares 500 Est. Cost $23.40 Unrealized -8.6%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $14 Shares 1,200 Est. Cost $10.89 Unrealized -21.9%
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.0%
Value ($000) $13 Shares 122 Est. Cost $106.84 Unrealized
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value ($000) $13 Shares 324 Est. Cost $43.98 Unrealized
DFAS DIMENSIONAL U S SMALL CAP ETF 0.0%
Value ($000) $12 Shares 195 Est. Cost $65.08 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.0%
Value ($000) $12 Shares 205 Est. Cost $52.77 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $12 Shares 507 Est. Cost $25.12 Unrealized -11.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $12 Shares 104 Est. Cost $108.79 Unrealized +6.1%
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $12 Shares 242 Est. Cost $50.45 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $12 Shares 112 Est. Cost $103.30 Unrealized
PLD PROLOGIS INC REIT 0.0%
Value ($000) $12 Shares 116 Est. Cost $110.17 Unrealized -7.1%
XHE SPDR S&P HEALTH CARE EQUIP ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $88.57 Unrealized
VYMI VANGUARD INTERNATNL HGH DIV YLD ETF 0.0%
Value ($000) $12 Shares 151 Est. Cost $67.88 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $12 Shares 17 Est. Cost $655.15 Unrealized -4.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $12 Shares 95 Est. Cost $103.49 Unrealized -0.7%
LRCX LAM RESH CORP 0.0%
Value ($000) $12 Shares 120 Est. Cost $74.98 Unrealized +5.2%
NDAQ NASDAQ INC 0.0%
Value ($000) $12 Shares 130 Est. Cost $76.22 Unrealized +3.9%
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $11 Shares 80 Est. Cost $144.61 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $11 Shares 129 Est. Cost $74.02 Unrealized
KO THE COCA-COLA CO 0.0%
Value ($000) $10 Shares 147 Est. Cost $63.09 Unrealized +10.6%
NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.70 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARK ETF 0.0%
Value ($000) $10 Shares 216 Est. Cost $45.20 Unrealized
XLP SPDR FUND CONSUMER STAPLES ETF 0.0%
Value ($000) $10 Shares 121 Est. Cost $78.51 Unrealized
BAI ISHARES AI INVATN AND TEC ACT ETF 0.0%
Value ($000) $9 Shares 329 Est. Cost $27.08 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $9 Shares 32 Est. Cost $281.95 Unrealized -3.4%
IJH ISHARES CORE S&P MID CAPETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $62.31 Unrealized
HMY HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $9 Shares 619 Est. Cost $8.21 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $9 Shares 41 Est. Cost $193.15 Unrealized -9.8%
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.0%
Value ($000) $8 Shares 38 Est. Cost $224.34 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $8 Shares 45 Est. Cost $179.18 Unrealized -12.1%
RSPF INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL 0.0%
Value ($000) $8 Shares 108 Est. Cost $72.37 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $8 Shares 110 Est. Cost $74.39 Unrealized -9.5%
CI THE CIGNA GROUP 0.0%
Value ($000) $8 Shares 24 Est. Cost $311.40 Unrealized +2.1%
JMST JPMORGAN ULTRA SHRT MUNCIPL INCM ETF 0.0%
Value ($000) $8 Shares 155 Est. Cost $50.59 Unrealized
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $8 Shares 140 Est. Cost $72.90 Unrealized -29.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $8 Shares 15 Est. Cost $492.97 Unrealized -1.4%
SPMB SPDR PORT MRTGG BCKD BNDETF 0.0%
Value ($000) $8 Shares 341 Est. Cost $21.55 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $8 Shares 166 Est. Cost $49.67 Unrealized -23.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $7 Shares 53 Est. Cost $131.28 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $7 Shares 44 Est. Cost $164.13 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $8.14 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $7 Shares 22 Est. Cost $292.05 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $7 Shares 24 Est. Cost $254.38 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $6 Shares 135 Est. Cost $42.83 Unrealized -3.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $6 Shares 91 Est. Cost $53.65 Unrealized +19.6%
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $6 Shares 95 Est. Cost $63.51 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $5 Shares 55 Est. Cost $98.31 Unrealized -2.9%
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $5 Shares 142 Est. Cost $30.56 Unrealized
FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 0.0%
Value ($000) $5 Shares 113 Est. Cost $43.64 Unrealized
XLI SELECT SECTOR INDUSTRIALSPDR ETF 0.0%
Value ($000) $5 Shares 34 Est. Cost $131.52 Unrealized
MP MP MATLS CORP CLASS A 0.0%
Value ($000) $5 Shares 150 Est. Cost $18.54 Unrealized +37.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $152.88 Unrealized -3.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 99 Est. Cost $44.04 Unrealized
IBM IBM CORP 0.0%
Value ($000) $5 Shares 16 Est. Cost $216.31 Unrealized +17.3%
SPEM SPDR INDEX SHARES EMERG MARKT ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $38.37 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $4 Shares 118 Est. Cost $40.83 Unrealized -10.5%
JSMD JANUS HENDERSON SMALL/ MID CAP GROWTH 0.0%
Value ($000) $4 Shares 55 Est. Cost $75.62 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $4 Shares 59 Est. Cost $94.48 Unrealized -23.9%
GE GE AEROSPACE 0.0%
Value ($000) $4 Shares 16 Est. Cost $177.15 Unrealized +23.4%
ORGN ORIGIN MATLS INC CLASS A 0.0%
Value ($000) $4 Shares 8,523 Est. Cost $1.27 Unrealized -55.4%
EMLP FIRST TRUST NORTH AMERICAN ENERG ETF 0.0%
Value ($000) $4 Shares 106 Est. Cost $35.65 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $75.23 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $4 Shares 112 Est. Cost $31.07 Unrealized -4.5%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $4 Shares 70 Est. Cost $50.24 Unrealized
FNB F N B CORP PA 0.0%
Value ($000) $3 Shares 237 Est. Cost $14.80 Unrealized -10.4%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 28 Est. Cost $119.11 Unrealized
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $3 Shares 70 Est. Cost $48.23 Unrealized
FDN FIRST TRUST INTERNET INDEX CF ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $243.17 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $3 Shares 128 Est. Cost $22.74 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $41.75 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $3 Shares 37 Est. Cost $74.73 Unrealized
THE HARTFORD INS PFDPFD SER G 0.0%
Value ($000) $3 Shares 115 Est. Cost $24.97 Unrealized
JPMORGAN CHAS PFDPFD SER DD 0.0%
Value ($000) $3 Shares 115 Est. Cost $25.17 Unrealized
METLIFE INC PFDPFD SER E 0.0%
Value ($000) $3 Shares 114 Est. Cost $23.54 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $3 Shares 119 Est. Cost $22.54 Unrealized -8.1%
AEM AGNICO EAGLE MINES LTD F 0.0%
Value ($000) $2 Shares 19 Est. Cost $81.14 Unrealized +42.0%
SYY SYSCO CORP 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.09 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $311.89 Unrealized +33.4%
MDT MEDTRONIC PLC F 0.0%
Value ($000) $2 Shares 23 Est. Cost $83.84 Unrealized -0.4%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.81 Unrealized +0.4%
TEL TE CONNECTIVITY PLC F 0.0%
Value ($000) $2 Shares 11 Est. Cost $146.82 Unrealized +2.8%
RSPM INVSC SP 500 EQUAL WEIGHT MATRL ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $32.56 Unrealized
BAPR INNOVATOR US EQUITY BUFFER ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $44.31 Unrealized
OKLO OKLO INC CLASS A 0.0%
Value ($000) $2 Shares 30 Est. Cost $19.38 Unrealized +99.0%
LEN LENNAR CORP CLASS A 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.73 Unrealized -32.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $49.07 Unrealized +14.0%
CPRT COPART INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $55.96 Unrealized 0.0%
EWZS ISHARES MSCI BRAZIL SMALL CAP ETF 0.0%
Value ($000) $1 Shares 110 Est. Cost $9.25 Unrealized
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $1 Shares 23 Est. Cost $56.70 Unrealized
FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV 0.0%
Value ($000) $1 Shares 23 Est. Cost $59.78 Unrealized
LSAF LEADERSHARS ALPHFCTR US CR EQ ETF IV 0.0%
Value ($000) $1 Shares 29 Est. Cost $40.52 Unrealized
CPNG COUPANG INC CLASS A 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.62 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.88 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $223.42 Unrealized +8.1%
JCI JOHNSON CONTROLS INT F 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.25 Unrealized +15.8%
FEOE FIRST EAGLE OVERSEAS EQUITY ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.96 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $187.80 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 98 Est. Cost $15.75 Unrealized -34.9%
LSAT LEADERSHRS ALPHAFCTR TACT FOCUS ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $40.20 Unrealized
FIRST TRUST INT DUR PRF 0.0%
Value ($000) $1 Shares 46 Est. Cost $18.00 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $1 Shares 396 Est. Cost $2.09 Unrealized -9.1%
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $87.38 Unrealized
MOBX MOBIX LABS INC CLASS A 0.0%
Value ($000) $0 Shares 625 Est. Cost $1.02 Unrealized -26.9%
SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY 0.0%
Value ($000) $0 Shares 20 Est. Cost $25.50 Unrealized -15.6%
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $385.32 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGITENDER OFFER EXP: 0.0%
Value ($000) $0 Shares 5 Est. Cost $84.84 Unrealized -18.0%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $157.91 Unrealized +1.1%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 155 Est. Cost $3.02 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $283.58 Unrealized -1.5%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $192.50 Unrealized -0.4%
PNR PENTAIR PLC F 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.45 Unrealized -8.4%
MRP MILLROSE PPTYS INC CLASS A 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.43 Unrealized
OKTA OKTA INC CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.80 Unrealized 0.0%
TACK FAIRLEAD TACTICAL SECTORETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $27.29 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.40 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.65 Unrealized -8.5%
RIG TRANSOCEAN LTD F 0.0%
Value ($000) $0 Shares 57 Est. Cost $4.15 Unrealized -37.9%
NVT NVENT ELEC PLC F 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.71 Unrealized -16.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.11 Unrealized +24.2%
AMC AMC ENTMT HLDGS INC CLASS A 0.0%
Value ($000) $0 Shares 21 Est. Cost $4.39 Unrealized -32.4%
PSTG PURE STORAGE INC CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.69 Unrealized -10.7%
NIO NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $4.33 Unrealized
CGC CANOPY GROWTH CORP F 0.0%
Value ($000) $0 Shares 35 Est. Cost $3.97 Unrealized -66.5%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.29 Unrealized +0.4%
AMMPF AMMPOWER CORP F 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.02 Unrealized -18.8%
FRCB FIRST REP BK SAN FRAN CA 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $0.01 Unrealized -46.7%