Comprehensive Financial Planning, Inc./PA Diversified Active

CIK: 0002044855 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $145,928 (100.0% shares, 0.0% debt)

Holdings (347)

JAAA JANUS HENDERSON AAA CLO ETF 5.9%
Value ($000) $8,584 Shares 169,046 Est. Cost $50.71 Unrealized
AAPL APPLE INC 5.1%
Value ($000) $7,449 Shares 29,253 Est. Cost $234.51 Unrealized -3.8%
META META PLATFORMS INC CLASS A 5.0%
Value ($000) $7,298 Shares 9,937 Est. Cost $603.12 Unrealized +23.2%
NVDA NVIDIA CORP 4.7%
Value ($000) $6,930 Shares 37,143 Est. Cost $143.91 Unrealized +21.1%
MSFT MICROSOFT CORP 4.0%
Value ($000) $5,801 Shares 11,200 Est. Cost $441.94 Unrealized +15.1%
VOO VANGUARD S&P 500 ETF 3.7%
Value ($000) $5,335 Shares 8,712 Est. Cost $538.75 Unrealized
XLG INVSC S P 500 TOP 50 ETF 3.6%
Value ($000) $5,301 Shares 92,167 Est. Cost $49.16 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.8%
Value ($000) $4,024 Shares 6,012 Est. Cost $592.72 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 2.3%
Value ($000) $3,287 Shares 35,057 Est. Cost $80.81 Unrealized
AMZN AMAZON.COM INC 2.0%
Value ($000) $2,932 Shares 13,354 Est. Cost $205.21 Unrealized +10.3%
TCHP T ROWE PRICE BLUE CHIP GROWTH ETF 1.8%
Value ($000) $2,686 Shares 54,953 Est. Cost $41.16 Unrealized
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $2,563 Shares 3,848 Est. Cost $587.20 Unrealized
DGRW WISDOMTREE US QLT DIV GRW ETF 1.7%
Value ($000) $2,410 Shares 27,091 Est. Cost $81.63 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.6%
Value ($000) $2,400 Shares 19,878 Est. Cost $99.91 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 1.6%
Value ($000) $2,380 Shares 74,573 Est. Cost $28.72 Unrealized
MAGS LISTED FNDS RONDHL MGNFCNT ETF 1.6%
Value ($000) $2,377 Shares 36,650 Est. Cost $50.75 Unrealized
CRWD CROWDSTRIKE HLDGS INC CLASS A 1.5%
Value ($000) $2,177 Shares 4,439 Est. Cost $345.20 Unrealized +31.7%
PLTR PALANTIR TECHNOLOGIES INCLASS A 1.5%
Value ($000) $2,146 Shares 11,763 Est. Cost $128.11 Unrealized +26.5%
QQQ INVSC QQQ TRUST SRS 1 ETF 1.4%
Value ($000) $2,105 Shares 3,507 Est. Cost $514.80 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 1.4%
Value ($000) $2,099 Shares 4,175 Est. Cost $461.73 Unrealized +4.9%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $2,091 Shares 2,259 Est. Cost $923.92 Unrealized +3.5%
BALT INNOVATOR DEFINED WEALTHSHIELD ETF 1.3%
Value ($000) $1,967 Shares 59,939 Est. Cost $31.46 Unrealized
QQQM INVESCO NASDAQ 100 ETF 1.3%
Value ($000) $1,826 Shares 7,390 Est. Cost $211.52 Unrealized
FFTY INNOVATOR IBD 50 ETF 1.2%
Value ($000) $1,781 Shares 47,662 Est. Cost $34.23 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 1.2%
Value ($000) $1,728 Shares 6,374 Est. Cost $227.77 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.2%
Value ($000) $1,709 Shares 62,600 Est. Cost $27.32 Unrealized
VFLO VICTORYSHARES FREE CASH FLOW ETF 1.2%
Value ($000) $1,682 Shares 44,845 Est. Cost $34.39 Unrealized
TSPA T ROWE PRICE U S EQUITY RESEARCH ETF 1.1%
Value ($000) $1,663 Shares 39,677 Est. Cost $36.89 Unrealized
JIVE JPMORGAN INTERNATIONAL VALUE ETF 1.1%
Value ($000) $1,631 Shares 21,634 Est. Cost $72.76 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 1.0%
Value ($000) $1,437 Shares 11,410 Est. Cost $103.04 Unrealized
TSLA TESLA INC 1.0%
Value ($000) $1,407 Shares 3,164 Est. Cost $318.81 Unrealized +8.8%
XMMO INVESCO S & P MIDCAP MOMENTUM ETF 0.9%
Value ($000) $1,295 Shares 9,575 Est. Cost $124.88 Unrealized
FPX FIRST TRUST US EQUITY OPRTNT ETF 0.8%
Value ($000) $1,141 Shares 6,864 Est. Cost $144.92 Unrealized
RDVI FT VEST RISING DIV INCOME ETF 0.8%
Value ($000) $1,139 Shares 44,068 Est. Cost $24.28 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.8%
Value ($000) $1,123 Shares 23,624 Est. Cost $47.16 Unrealized
WM WASTE MGMT INC DEL 0.7%
Value ($000) $1,088 Shares 4,929 Est. Cost $214.44 Unrealized +4.3%
PSFF PACER SWAN SOS FUND OF FUNDS ETF 0.7%
Value ($000) $1,066 Shares 33,738 Est. Cost $31.60 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.7%
Value ($000) $1,055 Shares 1,413 Est. Cost $621.76 Unrealized
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.7%
Value ($000) $1,013 Shares 17,605 Est. Cost $56.30 Unrealized
AVLV AVANTIS U S LARGE CAP VALUE ETF 0.7%
Value ($000) $963 Shares 13,320 Est. Cost $67.07 Unrealized
VO VANGUARD MID CAP ETF 0.6%
Value ($000) $899 Shares 3,061 Est. Cost $264.31 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.6%
Value ($000) $879 Shares 2,694 Est. Cost $272.03 Unrealized
TCAF T ROWE PRICE CPTL APRCTNEQT ETF 0.6%
Value ($000) $877 Shares 23,255 Est. Cost $32.95 Unrealized
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.6%
Value ($000) $830 Shares 2,946 Est. Cost $241.82 Unrealized
JSI JANUS HENDERSON SECRTZ INC ETF 0.6%
Value ($000) $823 Shares 15,741 Est. Cost $52.02 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.6%
Value ($000) $822 Shares 4,199 Est. Cost $164.41 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $797 Shares 4,203 Est. Cost $176.16 Unrealized
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.5%
Value ($000) $699 Shares 12,969 Est. Cost $49.91 Unrealized
VLU SPDR SP 1500 VALUE TILT ETF 0.5%
Value ($000) $682 Shares 3,342 Est. Cost $184.06 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.5%
Value ($000) $663 Shares 9,735 Est. Cost $61.34 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $629 Shares 684 Est. Cost $202.58 Unrealized -7.8%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $621 Shares 2,708 Est. Cost $204.32 Unrealized +14.2%
MGV VANGUARD MEGA CAP VALUE ETF 0.4%
Value ($000) $616 Shares 4,476 Est. Cost $129.77 Unrealized
GOOGL ALPHABET INC CLASS CLASS A 0.4%
Value ($000) $613 Shares 2,523 Est. Cost $173.52 Unrealized +20.6%
TGRW T ROWE PRICE GROWTH STOCK ETF 0.4%
Value ($000) $603 Shares 13,240 Est. Cost $35.94 Unrealized
VST VISTRA CORP 0.4%
Value ($000) $595 Shares 3,036 Est. Cost $152.78 Unrealized +29.4%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $586 Shares 1,857 Est. Cost $240.08 Unrealized +23.3%
AVGO BROADCOM INC 0.4%
Value ($000) $567 Shares 1,719 Est. Cost $200.23 Unrealized +52.7%
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.4%
Value ($000) $542 Shares 3,724 Est. Cost $128.63 Unrealized
SPMO INVSC S P 500 MOMENTUM ETF 0.4%
Value ($000) $540 Shares 4,457 Est. Cost $100.07 Unrealized
SLV ISHARES SILVER TRUST ETF 0.4%
Value ($000) $539 Shares 12,710 Est. Cost $34.05 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.4%
Value ($000) $514 Shares 4,900 Est. Cost $95.18 Unrealized
XLU SELECT SECTOR UTI SELECTSPDR ETF 0.3%
Value ($000) $508 Shares 5,828 Est. Cost $79.32 Unrealized
IETC ISHS US TECH INDEPDNCE FOCUSD ETF 0.3%
Value ($000) $505 Shares 4,959 Est. Cost $86.89 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $497 Shares 8,700 Est. Cost $57.33 Unrealized
URA GLOBAL X URANIUM ETF 0.3%
Value ($000) $493 Shares 10,340 Est. Cost $38.81 Unrealized
CDC VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF 0.3%
Value ($000) $492 Shares 7,366 Est. Cost $62.58 Unrealized
GFLW VICTORYSHARES FRE CSH FLW GRW ETF 0.3%
Value ($000) $490 Shares 17,097 Est. Cost $24.00 Unrealized
VNLA JANUS HENDERSON SHRT DRTN INM ETF 0.3%
Value ($000) $480 Shares 9,729 Est. Cost $48.92 Unrealized
HELO JPMORGN HEDGD EQTY LAD OVRLY ETF 0.3%
Value ($000) $461 Shares 7,096 Est. Cost $60.83 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.3%
Value ($000) $455 Shares 1,663 Est. Cost $235.20 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.3%
Value ($000) $443 Shares 3,142 Est. Cost $127.58 Unrealized
RTX RTX CORP 0.3%
Value ($000) $442 Shares 2,642 Est. Cost $129.96 Unrealized +18.7%
MGK VANGUARD MEGA CAP GROWTHETF 0.3%
Value ($000) $423 Shares 1,050 Est. Cost $343.32 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVI ETF 0.3%
Value ($000) $423 Shares 11,113 Est. Cost $35.82 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $392 Shares 1,195 Est. Cost $289.70 Unrealized
AIQ GLOBAL X FUND GLB X ART INTL TGY ETF 0.3%
Value ($000) $374 Shares 7,569 Est. Cost $39.09 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.3%
Value ($000) $366 Shares 1,411 Est. Cost $253.63 Unrealized
XMVM INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF 0.2%
Value ($000) $359 Shares 5,828 Est. Cost $55.42 Unrealized
ALAB ASTERA LABS INC 0.2%
Value ($000) $331 Shares 1,689 Est. Cost $95.94 Unrealized +71.4%
IESC IES HLDGS INC 0.2%
Value ($000) $330 Shares 831 Est. Cost $344.15 Unrealized 0.0%
FULT FULTON FINL CORP PA 0.2%
Value ($000) $328 Shares 17,596 Est. Cost $18.63 Unrealized -0.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $310 Shares 2,751 Est. Cost $112.36 Unrealized -2.4%
VOE VANGUARD MID CAP VALUE ETF 0.2%
Value ($000) $283 Shares 1,623 Est. Cost $161.77 Unrealized
AGX ARGAN INC 0.2%
Value ($000) $280 Shares 1,035 Est. Cost $179.22 Unrealized +27.4%
CRDO CREDO TECHNOLOGY GROUP F 0.2%
Value ($000) $272 Shares 1,865 Est. Cost $58.32 Unrealized +109.9%
GLTR ABRDN PHYSICAL PREC MTL BSKT SHS ETF 0.2%
Value ($000) $266 Shares 1,607 Est. Cost $129.98 Unrealized
CLS CELESTICA INC EQUITY FCLASS EQUITY 0.2%
Value ($000) $255 Shares 1,036 Est. Cost $104.79 Unrealized +92.4%
APH AMPHENOL CORP NEW CLASS A 0.2%
Value ($000) $254 Shares 2,053 Est. Cost $81.39 Unrealized +34.4%
TFPM TRIPLE FLAG PRECIOUS M F 0.2%
Value ($000) $252 Shares 8,607 Est. Cost $25.85 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $244 Shares 1,676 Est. Cost $128.77 Unrealized 0.0%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $242 Shares 994 Est. Cost $175.67 Unrealized +19.5%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $242 Shares 1,445 Est. Cost $127.82 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.2%
Value ($000) $230 Shares 279 Est. Cost $677.11 Unrealized 0.0%
SE SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $217 Shares 1,216 Est. Cost $178.73 Unrealized
IGV ISHARES EXPANDED TECH STW SCTR ETF 0.1%
Value ($000) $216 Shares 1,875 Est. Cost $100.38 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $209 Shares 612 Est. Cost $298.33 Unrealized +15.7%
GFI GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $208 Shares 4,958 Est. Cost $41.96 Unrealized
MLPA GLOBAL X MLP ETF 0.1%
Value ($000) $198 Shares 4,097 Est. Cost $49.47 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $195 Shares 1,255 Est. Cost $145.50 Unrealized +4.7%
FLCV FEDERATED HME MDT LAR VAL ETF NAV CF 0.1%
Value ($000) $188 Shares 6,162 Est. Cost $29.46 Unrealized
TDVG T ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $187 Shares 4,245 Est. Cost $40.81 Unrealized
PSIX POWER SOLUTIONS INTL INC 0.1%
Value ($000) $187 Shares 1,899 Est. Cost $88.67 Unrealized 0.0%
NRG NRG ENERGY INC 0.1%
Value ($000) $178 Shares 1,100 Est. Cost $155.26 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $177 Shares 1,977 Est. Cost $85.67 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $174 Shares 856 Est. Cost $187.79 Unrealized +1.9%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $170 Shares 1,735 Est. Cost $71.50 Unrealized +30.8%
WFC WELLS FARGO & CO 0.1%
Value ($000) $168 Shares 2,000 Est. Cost $80.47 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $161 Shares 397 Est. Cost $397.26 Unrealized -2.0%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $157 Shares 561 Est. Cost $202.74 Unrealized
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF 0.1%
Value ($000) $150 Shares 1,659 Est. Cost $83.87 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $150 Shares 312 Est. Cost $410.02 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $146 Shares 3,044 Est. Cost $36.35 Unrealized +31.4%
RPV INVSC S P 500 PURE VALUEETF 0.1%
Value ($000) $144 Shares 1,453 Est. Cost $90.21 Unrealized
WCN WASTE CONNECTIONS INC F 0.1%
Value ($000) $141 Shares 800 Est. Cost $186.43 Unrealized -2.4%
LYV LIVE NATION ENTMT INC 0.1%
Value ($000) $129 Shares 788 Est. Cost $131.56 Unrealized +20.1%
AMD ADVANCED MICRO DEVIC 0.1%
Value ($000) $128 Shares 790 Est. Cost $148.09 Unrealized +9.0%
ABBV ABBVIE INC 0.1%
Value ($000) $126 Shares 543 Est. Cost $179.40 Unrealized +12.6%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $125 Shares 210 Est. Cost $568.75 Unrealized
PJUL INNOVATOR US EQUITY POWER BUFFER ETF 0.1%
Value ($000) $118 Shares 2,589 Est. Cost $41.22 Unrealized
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.1%
Value ($000) $114 Shares 1,375 Est. Cost $66.30 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.1%
Value ($000) $113 Shares 682 Est. Cost $144.91 Unrealized
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 0.1%
Value ($000) $111 Shares 431 Est. Cost $207.11 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $111 Shares 279 Est. Cost $375.15 Unrealized
PNC PNC FINL SERVICES 0.1%
Value ($000) $110 Shares 546 Est. Cost $189.31 Unrealized +3.4%
SMLF ISHS US SMALLA CAP EQTY FACT ETF 0.1%
Value ($000) $108 Shares 1,454 Est. Cost $74.37 Unrealized
GABF GABELLI FINANCIAL SERVICES OPPOR ETF 0.1%
Value ($000) $106 Shares 2,205 Est. Cost $45.53 Unrealized
JPMFI JPMORGAN PRIVATE MARKETS FUND CLASS I 0.1%
Value ($000) $103 Shares 6,040 Est. Cost $17.01 Unrealized
JPMORGAN PRIVATE MARKETS FUND CLASS D 0.1%
Value ($000) $101 Shares 8,014 Est. Cost $12.64 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $100 Shares 600 Est. Cost $159.52 Unrealized -1.5%
ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $99 Shares 700 Est. Cost $123.36 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $96 Shares 801 Est. Cost $81.60 Unrealized 0.0%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $96 Shares 994 Est. Cost $88.40 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $96 Shares 1,214 Est. Cost $61.71 Unrealized
JHMM JOHN HANCOCK MULTIFCTR MID CP ETF 0.1%
Value ($000) $95 Shares 1,470 Est. Cost $59.72 Unrealized
TFLO ISHARES TREASURY FLOATNGRATE BD ETF 0.1%
Value ($000) $94 Shares 1,860 Est. Cost $50.47 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $94 Shares 1,650 Est. Cost $55.43 Unrealized +5.6%
ENBP ENB FINL CORP 0.1%
Value ($000) $91 Shares 4,629 Est. Cost $17.07 Unrealized +8.3%
MRK MERCK & CO. INC. 0.1%
Value ($000) $88 Shares 1,043 Est. Cost $98.70 Unrealized -17.9%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $81 Shares 408 Est. Cost $184.35 Unrealized
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.1%
Value ($000) $80 Shares 3,282 Est. Cost $24.16 Unrealized
XLC COMMUNICAT SVS SLCT SEC SPDR ETF 0.1%
Value ($000) $80 Shares 674 Est. Cost $96.88 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $77 Shares 450 Est. Cost $129.14 Unrealized +14.5%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $72 Shares 719 Est. Cost $96.90 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $71 Shares 505 Est. Cost $156.39 Unrealized -10.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $68 Shares 146 Est. Cost $400.90 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $68 Shares 1,618 Est. Cost $38.19 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $67 Shares 683 Est. Cost $89.36 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.0%
Value ($000) $66 Shares 143 Est. Cost $425.13 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $66 Shares 214 Est. Cost $270.29 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $63 Shares 248 Est. Cost $240.26 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $61 Shares 325 Est. Cost $172.88 Unrealized +3.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $60 Shares 419 Est. Cost $131.29 Unrealized
RSPT INVSC SP 500 EQUAL WEIGHT TECH ETF 0.0%
Value ($000) $60 Shares 1,352 Est. Cost $37.41 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.0%
Value ($000) $60 Shares 630 Est. Cost $93.87 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $59 Shares 1,023 Est. Cost $56.44 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $59 Shares 200 Est. Cost $253.75 Unrealized
IYG ISHARES US FINANCIAL SERETF 0.0%
Value ($000) $58 Shares 647 Est. Cost $77.86 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $57 Shares 234 Est. Cost $220.89 Unrealized
AOM ISHARES CORE 40 60 MOD ALL ETF 0.0%
Value ($000) $56 Shares 1,186 Est. Cost $43.43 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $54 Shares 638 Est. Cost $44.64 Unrealized +55.4%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $52 Shares 213 Est. Cost $213.07 Unrealized
PAAS PAN AMERN SILVER CORP F 0.0%
Value ($000) $52 Shares 1,336 Est. Cost $22.37 Unrealized +43.7%
LYSCF LYNAS RARE EARTHS ORDF 0.0%
Value ($000) $50 Shares 4,504 Est. Cost $4.73 Unrealized +76.9%
XSMO INVESCO S & P SMLCP MOMENTM ETF 0.0%
Value ($000) $49 Shares 671 Est. Cost $73.57 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $48 Shares 260 Est. Cost $169.39 Unrealized
CWST CASELLA WASTE SYS INC CLASS A 0.0%
Value ($000) $47 Shares 500 Est. Cost $109.60 Unrealized -8.1%
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $46 Shares 587 Est. Cost $77.30 Unrealized
LGLV SPDR SSGA US LG CP LW VLT INX ETF 0.0%
Value ($000) $45 Shares 253 Est. Cost $164.97 Unrealized
AOR ISHARES CORE 60 40 BAL ALL ETF 0.0%
Value ($000) $44 Shares 681 Est. Cost $57.28 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $44 Shares 559 Est. Cost $68.94 Unrealized
JTEK JPMORGAN U S TECH LEADERS ETF IV 0.0%
Value ($000) $44 Shares 476 Est. Cost $81.58 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $43 Shares 36 Est. Cost $113.07 Unrealized +7.9%
RECS COLUMBIA RESEARCH ENHANCED CR ETF 0.0%
Value ($000) $41 Shares 1,007 Est. Cost $34.61 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $38 Shares 178 Est. Cost $195.47 Unrealized
DLN WISDOMTREE US LARGECAP DIVIDEND ETF 0.0%
Value ($000) $38 Shares 438 Est. Cost $77.76 Unrealized
TPLC TIMOTHY PLAN US LARG MD CP CR ETF 0.0%
Value ($000) $38 Shares 817 Est. Cost $42.80 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $38 Shares 581 Est. Cost $52.16 Unrealized
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value ($000) $36 Shares 379 Est. Cost $90.96 Unrealized
FTLS FIRST TRUST LONG SHORT EQUITY ETF 0.0%
Value ($000) $36 Shares 515 Est. Cost $65.76 Unrealized
LIT GLOBAL X LITHIUM BATTERYTECH ETF 0.0%
Value ($000) $36 Shares 632 Est. Cost $40.78 Unrealized
OKLO OKLO INC CLASS A 0.0%
Value ($000) $35 Shares 315 Est. Cost $72.69 Unrealized +7.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $35 Shares 102 Est. Cost $411.24 Unrealized -27.3%
BX BLACKSTONE INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $168.78 Unrealized +0.4%
FTC FIRST TR LRG CP GRW ALPHADEX ETF 0.0%
Value ($000) $34 Shares 209 Est. Cost $138.25 Unrealized
XYZ BLOCK INC A CLASS CLASS A 0.0%
Value ($000) $33 Shares 450 Est. Cost $82.04 Unrealized -8.8%
TGRT T ROWE PRICE GROWTH ETF 0.0%
Value ($000) $32 Shares 731 Est. Cost $37.85 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $31 Shares 519 Est. Cost $58.37 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $30 Shares 100 Est. Cost $248.46 Unrealized +11.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $30 Shares 629 Est. Cost $49.25 Unrealized -9.1%
XMLV INVSC S P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $29 Shares 463 Est. Cost $60.81 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $28 Shares 627 Est. Cost $52.44 Unrealized -13.2%
VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 0.0%
Value ($000) $28 Shares 383 Est. Cost $58.93 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $28 Shares 151 Est. Cost $149.59 Unrealized +13.3%
IJJ ISHARES S&P MID CAP 400 VALUE ETF 0.0%
Value ($000) $27 Shares 211 Est. Cost $125.00 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $12.99 Unrealized +82.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $26 Shares 296 Est. Cost $71.15 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $25 Shares 477 Est. Cost $50.38 Unrealized
BITWISE CRYPTO INDUSTRY INNOVAT ETF 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $16.89 Unrealized
AVUV AVANTIS US SMALL CAP VALUE ETF 0.0%
Value ($000) $24 Shares 245 Est. Cost $96.47 Unrealized
TDIV FIRST TR NASDAQ TECH DIVIDX ETF 0.0%
Value ($000) $24 Shares 245 Est. Cost $78.46 Unrealized
JSCP JPMORGAN SHORT DURATION CORE PLU ETF 0.0%
Value ($000) $24 Shares 506 Est. Cost $46.64 Unrealized
AVEM AVANTIS EMERGING MARKETSEQ ETF 0.0%
Value ($000) $23 Shares 304 Est. Cost $58.94 Unrealized
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $23 Shares 316 Est. Cost $67.57 Unrealized
CWS ADVISORSHARES FOCUSED EQUITY ETF 0.0%
Value ($000) $23 Shares 330 Est. Cost $64.69 Unrealized
PAVE GLOBAL X US INFRA DVLPMNT ETF 0.0%
Value ($000) $22 Shares 462 Est. Cost $40.41 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $22 Shares 1,823 Est. Cost $9.88 Unrealized +14.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $21 Shares 70 Est. Cost $290.38 Unrealized +3.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $20 Shares 342 Est. Cost $47.82 Unrealized
WMT WALMART INC 0.0%
Value ($000) $19 Shares 181 Est. Cost $85.80 Unrealized +15.7%
SNDK SANDISK CORP 0.0%
Value ($000) $19 Shares 166 Est. Cost $49.67 Unrealized +17.6%
TRV TRAVELERS COS INC 0.0%
Value ($000) $18 Shares 64 Est. Cost $245.11 Unrealized +8.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $17 Shares 85 Est. Cost $185.98 Unrealized
WTAI WISDOMTREE ART INTLL ANDINNVT ETF 0.0%
Value ($000) $17 Shares 602 Est. Cost $21.99 Unrealized
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $17 Shares 48 Est. Cost $286.29 Unrealized
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.0%
Value ($000) $17 Shares 120 Est. Cost $137.40 Unrealized
LIN LINDE PLC F 0.0%
Value ($000) $16 Shares 34 Est. Cost $448.71 Unrealized +4.9%
LRCX LAM RESH CORP 0.0%
Value ($000) $16 Shares 120 Est. Cost $74.98 Unrealized +40.7%
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value ($000) $15 Shares 51 Est. Cost $266.73 Unrealized
SNAP SNAP INC CLASS A 0.0%
Value ($000) $15 Shares 1,975 Est. Cost $11.27 Unrealized -26.4%
CCL CARNIVAL CORP F 0.0%
Value ($000) $14 Shares 500 Est. Cost $23.40 Unrealized +29.0%
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value ($000) $14 Shares 325 Est. Cost $43.98 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.0%
Value ($000) $14 Shares 122 Est. Cost $106.84 Unrealized
CZR CAESARS ENTMT INC NEW 0.0%
Value ($000) $14 Shares 500 Est. Cost $39.59 Unrealized -31.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $13 Shares 112 Est. Cost $103.30 Unrealized
DFAS DIMENSIONAL U S SMALL CAP ETF 0.0%
Value ($000) $13 Shares 195 Est. Cost $65.08 Unrealized
PLD PROLOGIS INC REIT 0.0%
Value ($000) $13 Shares 116 Est. Cost $110.17 Unrealized -1.7%
PFE PFIZER INC 0.0%
Value ($000) $13 Shares 511 Est. Cost $25.12 Unrealized -3.9%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $13 Shares 17 Est. Cost $655.15 Unrealized +12.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $13 Shares 104 Est. Cost $108.79 Unrealized +10.1%
VYMI VANGUARD INTERNATNL HGH DIV YLD ETF 0.0%
Value ($000) $13 Shares 151 Est. Cost $67.88 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $13 Shares 107 Est. Cost $115.19 Unrealized
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $12 Shares 80 Est. Cost $144.61 Unrealized
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $12 Shares 245 Est. Cost $50.46 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $88.57 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $12 Shares 129 Est. Cost $74.02 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $12 Shares 131 Est. Cost $76.22 Unrealized +20.9%
BAI ISHARES AI INVATN AND TEC ACT ETF 0.0%
Value ($000) $11 Shares 329 Est. Cost $27.08 Unrealized
HMY HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 619 Est. Cost $8.21 Unrealized
BJUL INNOVATOR US EQUITY BUFFER ETF 0.0%
Value ($000) $11 Shares 222 Est. Cost $44.66 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $11 Shares 32 Est. Cost $281.95 Unrealized +11.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $11 Shares 95 Est. Cost $103.49 Unrealized +13.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $238.95 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.70 Unrealized
MP MP MATLS CORP CLASS A 0.0%
Value ($000) $10 Shares 150 Est. Cost $18.54 Unrealized +239.3%
HANESBRANDS INC 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $8.14 Unrealized
KO THE COCA-COLA CO 0.0%
Value ($000) $10 Shares 148 Est. Cost $63.09 Unrealized +7.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $9 Shares 15 Est. Cost $492.97 Unrealized +14.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $9 Shares 45 Est. Cost $179.18 Unrealized +0.9%
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.0%
Value ($000) $9 Shares 38 Est. Cost $224.34 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.0%
Value ($000) $9 Shares 135 Est. Cost $52.77 Unrealized
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $8 Shares 140 Est. Cost $72.90 Unrealized -21.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $8 Shares 113 Est. Cost $74.37 Unrealized
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
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $8 Shares 288 Est. Cost $26.15 Unrealized
JMST JPMORGAN ULTRA SHRT MUNCIPL INCM ETF 0.0%
Value ($000) $8 Shares 156 Est. Cost $50.59 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $8 Shares 44 Est. Cost $164.13 Unrealized
SPMB SPDR PORT MRTGG BCKD BNDETF 0.0%
Value ($000) $8 Shares 341 Est. Cost $21.55 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $8 Shares 41 Est. Cost $193.15 Unrealized +0.1%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $8 Shares 53 Est. Cost $131.28 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) $7 Shares 135 Est. Cost $42.83 Unrealized +12.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $7 Shares 24 Est. Cost $311.40 Unrealized -5.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $7 Shares 91 Est. Cost $53.65 Unrealized +26.4%
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $7 Shares 95 Est. Cost $63.51 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $7 Shares 110 Est. Cost $74.39 Unrealized -9.1%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $6 Shares 31 Est. Cost $152.88 Unrealized +8.1%
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $6 Shares 142 Est. Cost $30.56 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 99 Est. Cost $44.04 Unrealized
XLI SELECT SECTOR INDUSTRIALSPDR ETF 0.0%
Value ($000) $5 Shares 34 Est. Cost $131.52 Unrealized
FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 0.0%
Value ($000) $5 Shares 113 Est. Cost $43.64 Unrealized
IUSB ISHARES TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $5 Shares 108 Est. Cost $45.20 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $5 Shares 55 Est. Cost $98.31 Unrealized -8.3%
SPEM SPDR INDEX SHARES EMERG MARKT ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $38.37 Unrealized
IJH ISHARES CORE S&P MID CAPETF 0.0%
Value ($000) $5 Shares 75 Est. Cost $62.31 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $94.48 Unrealized -21.3%
GE GE AEROSPACE 0.0%
Value ($000) $5 Shares 16 Est. Cost $177.15 Unrealized +53.9%
IBM IBM CORP 0.0%
Value ($000) $5 Shares 16 Est. Cost $216.31 Unrealized +20.0%
STBA S & T BANCORP INC 0.0%
Value ($000) $4 Shares 118 Est. Cost $40.83 Unrealized -5.9%
ORGN ORIGIN MATLS INC CLASS A 0.0%
Value ($000) $4 Shares 8,523 Est. Cost $1.27 Unrealized -51.1%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $75.23 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERG ETF 0.0%
Value ($000) $4 Shares 106 Est. Cost $35.65 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $4 Shares 119 Est. Cost $22.54 Unrealized +7.5%
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) $4 Shares 237 Est. Cost $14.80 Unrealized +6.2%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $4 Shares 28 Est. Cost $119.11 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $4 Shares 113 Est. Cost $31.07 Unrealized +4.4%
FDN FIRST TRUST INTERNET INDEX CF ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $243.17 Unrealized
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $3 Shares 70 Est. Cost $48.23 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
AEM AGNICO EAGLE MINES LTD F 0.0%
Value ($000) $3 Shares 19 Est. Cost $81.14 Unrealized +68.6%
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $3 Shares 37 Est. Cost $74.73 Unrealized
THE HARTFORD INS 6 PFDPFD SER G 0.0%
Value ($000) $3 Shares 115 Est. Cost $24.97 Unrealized
JPMORGAN CHAS 5.75 PFDPFD SER DD 0.0%
Value ($000) $3 Shares 115 Est. Cost $25.17 Unrealized
METLIFE INC 5.625 PFDPFD SER E 0.0%
Value ($000) $3 Shares 114 Est. Cost $23.54 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $311.89 Unrealized +94.1%
CPRT COPART INC 0.0%
Value ($000) $2 Shares 54 Est. Cost $52.37 Unrealized -10.0%
TEL TE CONNECTIVITY PLC F 0.0%
Value ($000) $2 Shares 11 Est. Cost $146.82 Unrealized +36.2%
SYY SYSCO CORP 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.09 Unrealized +10.9%
MDT MEDTRONIC PLC F 0.0%
Value ($000) $2 Shares 23 Est. Cost $83.84 Unrealized +8.9%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.81 Unrealized -1.8%
LEN LENNAR CORP CLASS A 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.73 Unrealized -22.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $49.07 Unrealized +25.2%
RSPM INVSC SP 500 EQUAL WEIGHT MATRL ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $32.56 Unrealized
EWZS ISHARES MSCI BRAZIL SMALL CAP ETF 0.0%
Value ($000) $2 Shares 110 Est. Cost $9.25 Unrealized
BAPR INNOVATOR US EQUITY BUFFER ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.31 Unrealized
FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV 0.0%
Value ($000) $1 Shares 23 Est. Cost $59.78 Unrealized
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $1 Shares 23 Est. Cost $56.70 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 +18.0%
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 +7.6%
FEOE FIRST EAGLE OVERSEAS EQUITY ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.96 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $1 Shares 396 Est. Cost $2.09 Unrealized +12.8%
JCI JOHNSON CONTROLS INT F 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.25 Unrealized +34.8%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 98 Est. Cost $15.75 Unrealized -37.9%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $187.80 Unrealized
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
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) $1 Shares 625 Est. Cost $1.02 Unrealized -9.8%
MSOS ADVISORSHS PURE US CANNABIS ETF IV 0.0%
Value ($000) $0 Shares 104 Est. Cost $4.79 Unrealized
SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY 0.0%
Value ($000) $0 Shares 20 Est. Cost $25.50 Unrealized -9.3%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $0 Shares 5 Est. Cost $84.84 Unrealized -12.1%
LCID LUCID GROUP INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.60 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $385.32 Unrealized -6.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $283.58 Unrealized +11.6%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $157.91 Unrealized -4.1%
MRP MILLROSE PPTYS INC CLASS A 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.43 Unrealized
PNR PENTAIR PLC F 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.45 Unrealized +5.0%
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.65 Unrealized -2.1%
TACK FAIRLEAD TACTICAL SECTORETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $27.29 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $192.50 Unrealized +2.3%
NVT NVENT ELEC PLC F 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.71 Unrealized +18.9%
BIT ORIGIN LIMITED FCLASS A 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.38 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.40 Unrealized
OKTA OKTA INC CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.80 Unrealized -12.6%
RIG TRANSOCEAN LTD F 0.0%
Value ($000) $0 Shares 57 Est. Cost $4.15 Unrealized -27.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.11 Unrealized +18.0%
PSTG PURE STORAGE INC CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.69 Unrealized +19.4%
AMC AMC ENTMT HLDGS INC CLASS A 0.0%
Value ($000) $0 Shares 21 Est. Cost $4.39 Unrealized -32.4%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.29 Unrealized +46.6%
CGC CANOPY GROWTH CORP F 0.0%
Value ($000) $0 Shares 35 Est. Cost $3.97 Unrealized -67.3%
AMMPF AMMPOWER CORP F 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.02 Unrealized -14.6%
FRCB FIRST REP BK SAN FRA 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $0.01 Unrealized -65.8%