Chung Wu Investment Group, LLC Quant / Systematic

CIK: 0002054278 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $120,076 (100.0% shares, 0.0% debt)

Holdings (255)

IVV ISHARES TR CORE S&P500 ETF 9.0%
Value ($000) $10,863 Shares 16,230 Est. Cost $590.12 Unrealized
MSFT MICROSOFT CORPORATION 7.1%
Value ($000) $8,578 Shares 16,562 Est. Cost $422.35 Unrealized +20.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 5.9%
Value ($000) $7,125 Shares 15,365 Est. Cost $426.29 Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 4.5%
Value ($000) $5,394 Shares 99,516 Est. Cost $54.20 Unrealized
AAPL APPLE INCORPORATED 4.4%
Value ($000) $5,254 Shares 20,634 Est. Cost $233.50 Unrealized -3.4%
SPYI NEOS S&P 500 HIGH INCOME ETF 4.3%
Value ($000) $5,137 Shares 98,230 Est. Cost $52.29 Unrealized
JPM JPMORGAN CHASE & COMPANY. 4.0%
Value ($000) $4,831 Shares 15,317 Est. Cost $228.03 Unrealized +29.8%
EATON VANCE ENHANCED EQUITY IN 3.2%
Value ($000) $3,845 Shares 160,690 Est. Cost $23.95 Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $2,981 Shares 15,976 Est. Cost $139.89 Unrealized +24.6%
SPY SPDR S&P 500 ETF 2.2%
Value ($000) $2,585 Shares 3,880 Est. Cost $584.87 Unrealized
AM ANTERO MIDSTREAM CORPORATION 2.1%
Value ($000) $2,516 Shares 129,400 Est. Cost $14.56 Unrealized +20.7%
UNH UNITEDHEALTH GROUP INCORPORATED 2.0%
Value ($000) $2,415 Shares 6,995 Est. Cost $365.74 Unrealized -18.3%
XOM EXXON MOBIL CORPORATION 1.4%
Value ($000) $1,695 Shares 15,037 Est. Cost $112.36 Unrealized -2.4%
GS GOLDMAN SACHS GROUP INCORPORATED 1.4%
Value ($000) $1,656 Shares 2,080 Est. Cost $646.68 Unrealized +13.6%
MU MICRON TECHNOLOGY INCORPORATED 1.3%
Value ($000) $1,605 Shares 9,595 Est. Cost $127.45 Unrealized +0.3%
ABBV ABBVIE INCORPORATED 1.3%
Value ($000) $1,585 Shares 6,845 Est. Cost $179.20 Unrealized +12.7%
MS MORGAN STANLEY COM NEW 1.3%
Value ($000) $1,536 Shares 9,660 Est. Cost $143.02 Unrealized +2.4%
V VISA INCORPORATED COM CLASS A 1.3%
Value ($000) $1,529 Shares 4,480 Est. Cost $298.33 Unrealized +15.7%
ALLY ALLY FINL INCORPORATED 1.3%
Value ($000) $1,524 Shares 38,890 Est. Cost $37.65 Unrealized +4.6%
VST VISTRA CORPORATION 1.2%
Value ($000) $1,482 Shares 7,565 Est. Cost $161.66 Unrealized +22.3%
SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT 1.2%
Value ($000) $1,417 Shares 7,550 Est. Cost $165.60 Unrealized +2.1%
MTZ MASTEC INCORPORATED 1.2%
Value ($000) $1,408 Shares 6,615 Est. Cost $144.98 Unrealized +26.3%
GEV GE VERNOVA INCORPORATED 1.2%
Value ($000) $1,392 Shares 2,263 Est. Cost $366.44 Unrealized +65.2%
HD HOME DEPOT INCORPORATED 1.1%
Value ($000) $1,367 Shares 3,373 Est. Cost $397.26 Unrealized -2.0%
META META PLATFORMS INCORPORATED CLASS A 1.1%
Value ($000) $1,285 Shares 1,750 Est. Cost $584.74 Unrealized +27.1%
MA MASTERCARD INCORPORATED CLASS A 1.1%
Value ($000) $1,263 Shares 2,220 Est. Cost $514.68 Unrealized +11.4%
GE GE AEROSPACE COM NEW 0.9%
Value ($000) $1,122 Shares 3,729 Est. Cost $186.35 Unrealized +46.3%
OKE ONEOK INCORPORATED NEW 0.9%
Value ($000) $1,048 Shares 14,360 Est. Cost $96.66 Unrealized -22.3%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.8%
Value ($000) $1,015 Shares 10,250 Est. Cost $69.85 Unrealized
NFLX NETFLIX INCORPORATED 0.7%
Value ($000) $881 Shares 735 Est. Cost $86.50 Unrealized +41.1%
IYY ISHARES TR DOW JONES US ETF 0.7%
Value ($000) $848 Shares 5,220 Est. Cost $143.09 Unrealized
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 0.7%
Value ($000) $841 Shares 38,740 Est. Cost $21.82 Unrealized
USD PROSHARES ULTRA SEMICONDUCTORS 0.7%
Value ($000) $832 Shares 8,400 Est. Cost $80.91 Unrealized
AMZN AMAZON COM INCORPORATED 0.7%
Value ($000) $823 Shares 3,746 Est. Cost $206.04 Unrealized +9.9%
APP APPLOVIN CORPORATION COM CLASS A 0.7%
Value ($000) $819 Shares 1,140 Est. Cost $338.62 Unrealized +36.2%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.7%
Value ($000) $818 Shares 14,215 Est. Cost $56.38 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.6%
Value ($000) $755 Shares 8,260 Est. Cost $64.04 Unrealized 0.0%
TQQQ PROSHARES TR ULTRAPRO QQQ 0.6%
Value ($000) $729 Shares 7,050 Est. Cost $87.77 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.6%
Value ($000) $723 Shares 10,100 Est. Cost $48.14 Unrealized
TSLL DIREXION DAILY TSLA BULL 2X SHARES 0.6%
Value ($000) $676 Shares 32,000 Est. Cost $13.99 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.5%
Value ($000) $629 Shares 36,649 Est. Cost $19.59 Unrealized
CVX CHEVRON CORPORATION NEW 0.5%
Value ($000) $617 Shares 3,970 Est. Cost $145.11 Unrealized +4.9%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.5%
Value ($000) $602 Shares 35,279 Est. Cost $17.11 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.5%
Value ($000) $596 Shares 4,095 Est. Cost $122.39 Unrealized 0.0%
AAOI APPLIED OPTOELECTRONICS INCORPORATED 0.5%
Value ($000) $545 Shares 21,000 Est. Cost $19.58 Unrealized +30.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.5%
Value ($000) $541 Shares 7,050 Est. Cost $65.52 Unrealized
EOG EOG RES INCORPORATED 0.4%
Value ($000) $519 Shares 4,628 Est. Cost $123.33 Unrealized -4.4%
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.4%
Value ($000) $483 Shares 2,650 Est. Cost $58.25 Unrealized +178.2%
MSTR STRATEGY INCORPORATED CLASS A NEW 0.4%
Value ($000) $480 Shares 1,490 Est. Cost $304.78 Unrealized +21.7%
BX BLACKSTONE INCORPORATED 0.4%
Value ($000) $477 Shares 2,790 Est. Cost $164.34 Unrealized +3.1%
AVAV AEROVIRONMENT INCORPORATED 0.4%
Value ($000) $472 Shares 1,500 Est. Cost $169.27 Unrealized +52.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.4%
Value ($000) $465 Shares 1,800 Est. Cost $210.06 Unrealized +12.7%
NSC NORFOLK SOUTHN CORPORATION 0.4%
Value ($000) $451 Shares 1,500 Est. Cost $270.30 Unrealized +2.1%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $450 Shares 750 Est. Cost $570.48 Unrealized
VIK VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) 0.4%
Value ($000) $448 Shares 7,200 Est. Cost $42.75 Unrealized +39.5%
ETR ENTERGY CORPORATION NEW 0.4%
Value ($000) $438 Shares 4,703 Est. Cost $87.11 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.4%
Value ($000) $430 Shares 2,655 Est. Cost $159.40 Unrealized +1.2%
MPLX MPLX LP COM UNIT REP LTD 0.4%
Value ($000) $425 Shares 8,500 Est. Cost $47.86 Unrealized
LITE LUMENTUM HLDGS INCORPORATED 0.4%
Value ($000) $423 Shares 2,600 Est. Cost $124.70 Unrealized 0.0%
MP MP MATERIALS CORPORATION COM CLASS A 0.3%
Value ($000) $419 Shares 6,250 Est. Cost $38.39 Unrealized +63.9%
BAC BANK AMERICA CORPORATION 0.3%
Value ($000) $410 Shares 7,950 Est. Cost $42.83 Unrealized +12.9%
SNOW SNOWFLAKE INCORPORATED COM SHS 0.3%
Value ($000) $394 Shares 1,745 Est. Cost $213.76 Unrealized +0.5%
KMI KINDER MORGAN INCORPORATED DEL 0.3%
Value ($000) $392 Shares 13,850 Est. Cost $24.88 Unrealized +8.4%
WGS GENEDX HOLDINGS CORPORATION COM CLASS A 0.3%
Value ($000) $388 Shares 3,600 Est. Cost $88.03 Unrealized +23.8%
CRWV COREWEAVE INCORPORATED COM CLASS A 0.3%
Value ($000) $376 Shares 2,750 Est. Cost $92.20 Unrealized +28.3%
SSO PROSHARES ULTRA S&P500 0.3%
Value ($000) $372 Shares 3,320 Est. Cost $100.32 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $366 Shares 1,300 Est. Cost $254.17 Unrealized 0.0%
EXPE EXPEDIA GROUP INCORPORATED COM NEW 0.3%
Value ($000) $363 Shares 1,700 Est. Cost $170.97 Unrealized +17.1%
OKLO OKLO INCORPORATED COM CLASS A 0.3%
Value ($000) $355 Shares 3,180 Est. Cost $78.30 Unrealized 0.0%
PANW PALO ALTO NETWORKS INCORPORATED 0.3%
Value ($000) $338 Shares 1,660 Est. Cost $187.98 Unrealized +1.8%
COST COSTCO WHOLESALE CORPORATION NEW 0.3%
Value ($000) $324 Shares 350 Est. Cost $937.77 Unrealized +2.0%
CCJ CAMECO CORPORATION (CANADA) 0.3%
Value ($000) $319 Shares 3,800 Est. Cost $71.04 Unrealized +8.9%
HWM HOWMET AEROSPACE INCORPORATED 0.3%
Value ($000) $314 Shares 1,600 Est. Cost $126.73 Unrealized +43.7%
AJG GALLAGHER ARTHUR J & COMPANY 0.3%
Value ($000) $313 Shares 1,012 Est. Cost $301.00 Unrealized -0.3%
IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA) 0.3%
Value ($000) $306 Shares 6,530 Est. Cost $24.29 Unrealized 0.0%
NBIS NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS) 0.3%
Value ($000) $303 Shares 2,700 Est. Cost $69.43 Unrealized 0.0%
UBER UBER TECHNOLOGIES INCORPORATED 0.2%
Value ($000) $294 Shares 3,000 Est. Cost $72.04 Unrealized +29.8%
WMT WALMART INCORPORATED 0.2%
Value ($000) $282 Shares 2,734 Est. Cost $85.80 Unrealized +15.7%
CVNA CARVANA COMPANY CLASS A 0.2%
Value ($000) $272 Shares 720 Est. Cost $357.61 Unrealized 0.0%
TLT ISHARES TR 20 YR TR BD ETF 0.2%
Value ($000) $268 Shares 3,000 Est. Cost $89.37 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.2%
Value ($000) $250 Shares 2,018 Est. Cost $108.79 Unrealized +10.1%
INSM INSMED INCORPORATED COM PAR $.01 0.2%
Value ($000) $248 Shares 1,720 Est. Cost $76.46 Unrealized +60.2%
HTGC HERCULES CAPITAL INCORPORATED 0.2%
Value ($000) $245 Shares 12,978 Est. Cost $19.51 Unrealized -1.8%
PDD PDD HOLDINGS INCORPORATED SPONSORED ADS 0.2%
Value ($000) $238 Shares 1,800 Est. Cost $132.17 Unrealized
BA BOEING COMPANY 0.2%
Value ($000) $237 Shares 1,100 Est. Cost $225.47 Unrealized 0.0%
CRM SALESFORCE INCORPORATED 0.2%
Value ($000) $237 Shares 1,000 Est. Cost $251.43 Unrealized 0.0%
EEM ISHARES TR MSCI EMG MKT ETF 0.2%
Value ($000) $235 Shares 4,400 Est. Cost $48.24 Unrealized
INTC INTEL CORPORATION 0.2%
Value ($000) $235 Shares 7,000 Est. Cost $24.13 Unrealized +0.4%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.2%
Value ($000) $223 Shares 800 Est. Cost $226.49 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.2%
Value ($000) $220 Shares 875 Est. Cost $261.54 Unrealized -6.6%
ELF E L F BEAUTY INCORPORATED 0.2%
Value ($000) $199 Shares 1,500 Est. Cost $123.34 Unrealized 0.0%
ETHA ISHARES ETHEREUM TR SHS 0.2%
Value ($000) $189 Shares 6,000 Est. Cost $31.51 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.2%
Value ($000) $181 Shares 2,400 Est. Cost $68.10 Unrealized +6.0%
RTX RTX CORPORATION 0.1%
Value ($000) $177 Shares 1,060 Est. Cost $131.75 Unrealized +17.1%
SPUU DIREXION DAILY S&P 500 BULL 2X SHARES 0.1%
Value ($000) $165 Shares 920 Est. Cost $163.60 Unrealized
NTRA NATERA INCORPORATED 0.1%
Value ($000) $161 Shares 1,000 Est. Cost $155.83 Unrealized +1.5%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.1%
Value ($000) $158 Shares 3,600 Est. Cost $39.58 Unrealized +7.3%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.1%
Value ($000) $151 Shares 300 Est. Cost $486.15 Unrealized -0.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $147 Shares 1,743 Est. Cost $82.92 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.1%
Value ($000) $141 Shares 580 Est. Cost $163.29 Unrealized +28.1%
FLR FLUOR CORPORATION NEW 0.1%
Value ($000) $141 Shares 3,346 Est. Cost $39.88 Unrealized +15.4%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.1%
Value ($000) $139 Shares 570 Est. Cost $209.93 Unrealized 0.0%
TSLA TESLA INCORPORATED 0.1%
Value ($000) $133 Shares 300 Est. Cost $333.26 Unrealized +4.1%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $127 Shares 358 Est. Cost $304.83 Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.1%
Value ($000) $122 Shares 900 Est. Cost $120.70 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $115 Shares 400 Est. Cost $297.06 Unrealized -1.3%
JOBY JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) 0.1%
Value ($000) $113 Shares 7,000 Est. Cost $14.62 Unrealized +3.9%
BLACKROCK MUNIYIELD QUALITY FD 0.1%
Value ($000) $111 Shares 10,000 Est. Cost $10.73 Unrealized
J JACOBS SOLUTIONS INCORPORATED 0.1%
Value ($000) $105 Shares 702 Est. Cost $122.56 Unrealized +16.8%
LDOS LEIDOS HOLDINGS INCORPORATED 0.1%
Value ($000) $104 Shares 550 Est. Cost $146.85 Unrealized +18.1%
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $98 Shares 680 Est. Cost $125.88 Unrealized +5.1%
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.1%
Value ($000) $94 Shares 4,800 Est. Cost $13.62 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INCORPORATED. (CANADA) 0.1%
Value ($000) $93 Shares 1,553 Est. Cost $61.32 Unrealized -1.9%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $92 Shares 150 Est. Cost $568.03 Unrealized
FISV FISERV INCORPORATED 0.1%
Value ($000) $90 Shares 700 Est. Cost $205.43 Unrealized -30.2%
SUN SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP 0.1%
Value ($000) $90 Shares 1,800 Est. Cost $53.59 Unrealized
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 0.1%
Value ($000) $84 Shares 900 Est. Cost $88.46 Unrealized
BLACKROCK MUNIYILD QULT FD INCORPORATED 0.1%
Value ($000) $82 Shares 7,000 Est. Cost $11.11 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $80 Shares 1,200 Est. Cost $69.79 Unrealized -2.7%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.1%
Value ($000) $78 Shares 2,500 Est. Cost $31.01 Unrealized
WBTN WEBTOON ENTERTAINMENT INCORPORATED 0.1%
Value ($000) $78 Shares 4,000 Est. Cost $13.33 Unrealized 0.0%
USFR THE WISDOMTREE TRUST FLTG RATE TREASURY FUND 0.1%
Value ($000) $75 Shares 1,500 Est. Cost $50.27 Unrealized
NUVEEN AMT FREE MUN CR INCORPORATED FD 0.1%
Value ($000) $74 Shares 6,000 Est. Cost $11.93 Unrealized
NUVEEN QUALITY MUNCP INCOME FD 0.1%
Value ($000) $70 Shares 6,000 Est. Cost $11.29 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $69 Shares 1,500 Est. Cost $46.24 Unrealized
NUVEEN AMT FREE QLTY MUN INCME 0.1%
Value ($000) $68 Shares 6,000 Est. Cost $10.92 Unrealized
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF 0.1%
Value ($000) $67 Shares 1,240 Est. Cost $49.15 Unrealized
TDG TRANSDIGM GROUP INCORPORATED 0.1%
Value ($000) $66 Shares 50 Est. Cost $1314.14 Unrealized +3.9%
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $64 Shares 931 Est. Cost $60.38 Unrealized +11.6%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.1%
Value ($000) $62 Shares 1,800 Est. Cost $20.86 Unrealized
RACE FERRARI N V (NETHERLANDS) 0.0%
Value ($000) $58 Shares 120 Est. Cost $464.62 Unrealized +3.1%
SO SOUTHERN COMPANY 0.0%
Value ($000) $57 Shares 600 Est. Cost $87.99 Unrealized +4.8%
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $45.56 Unrealized +24.7%
KNTK KINETIK HOLDINGS INCORPORATED COM NEW CLASS A 0.0%
Value ($000) $54 Shares 1,260 Est. Cost $43.90 Unrealized -3.7%
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $56.05 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $54 Shares 500 Est. Cost $107.25 Unrealized
FSK FS KKR CAP CORPORATION 0.0%
Value ($000) $52 Shares 3,500 Est. Cost $18.13 Unrealized -3.8%
SEI SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A 0.0%
Value ($000) $52 Shares 1,300 Est. Cost $31.12 Unrealized 0.0%
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $50 Shares 151 Est. Cost $288.23 Unrealized +9.8%
EATON VANCE TX ADV GLBL DIV FD 0.0%
Value ($000) $49 Shares 2,300 Est. Cost $20.94 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.0%
Value ($000) $45 Shares 158 Est. Cost $253.23 Unrealized
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 0.0%
Value ($000) $44 Shares 330 Est. Cost $121.64 Unrealized
DDM PROSHARES ULTRA DOW30 0.0%
Value ($000) $43 Shares 400 Est. Cost $98.03 Unrealized
UTHR UNITED THERAPEUTICS CORPORATION DEL 0.0%
Value ($000) $42 Shares 100 Est. Cost $298.86 Unrealized +12.5%
FXI ISHARES TR CHINA LG-CAP ETF 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $36.76 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $39 Shares 2,300 Est. Cost $16.72 Unrealized
VALE VALE S A SPONSORED ADS (BRAZIL) 0.0%
Value ($000) $38 Shares 3,500 Est. Cost $9.71 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR (BRAZIL) 0.0%
Value ($000) $38 Shares 3,000 Est. Cost $12.54 Unrealized
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $38 Shares 180 Est. Cost $209.26 Unrealized
EWH ISHARES INCORPORATED MSCI HONG KG ETF 0.0%
Value ($000) $37 Shares 1,700 Est. Cost $19.86 Unrealized
HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A 0.0%
Value ($000) $34 Shares 240 Est. Cost $109.05 Unrealized 0.0%
QCOM QUALCOMM INCORPORATED 0.0%
Value ($000) $33 Shares 200 Est. Cost $145.02 Unrealized +8.4%
BLACKROCK ENHANCED EQUITY DIVI 0.0%
Value ($000) $33 Shares 3,607 Est. Cost $8.89 Unrealized
EWBC EAST WEST BANCORP INCORPORATED 0.0%
Value ($000) $32 Shares 300 Est. Cost $86.74 Unrealized +19.5%
CNP CENTERPOINT ENERGY INCORPORATED 0.0%
Value ($000) $31 Shares 800 Est. Cost $36.53 Unrealized +2.5%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.0%
Value ($000) $31 Shares 200 Est. Cost $154.23 Unrealized
DYN DYNE THERAPEUTICS INCORPORATED 0.0%
Value ($000) $30 Shares 2,400 Est. Cost $11.41 Unrealized 0.0%
EOSE EOS ENERGY ENTERPRISES INCORPORATED COM CLASS A 0.0%
Value ($000) $30 Shares 2,645 Est. Cost $6.84 Unrealized 0.0%
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $30 Shares 70 Est. Cost $358.58 Unrealized +7.8%
NNN NNN REIT INCORPORATED REIT 0.0%
Value ($000) $30 Shares 700 Est. Cost $43.18 Unrealized
MSB MESABI TR CTF BEN INT 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $23.96 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value ($000) $29 Shares 250 Est. Cost $109.50 Unrealized
EXR EXTRA SPACE STORAGE INCORPORATED REIT 0.0%
Value ($000) $28 Shares 200 Est. Cost $140.89 Unrealized -0.2%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $28 Shares 100 Est. Cost $269.33 Unrealized
LPLA LPL FINL HLDGS INCORPORATED 0.0%
Value ($000) $27 Shares 80 Est. Cost $362.48 Unrealized 0.0%
RLI RLI CORPORATION 0.0%
Value ($000) $26 Shares 400 Est. Cost $72.17 Unrealized -9.6%
MRK MERCK & COMPANY INCORPORATED 0.0%
Value ($000) $25 Shares 300 Est. Cost $77.39 Unrealized +4.7%
SYY SYSCO CORPORATION 0.0%
Value ($000) $25 Shares 300 Est. Cost $71.09 Unrealized +10.9%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $52.80 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $24 Shares 366 Est. Cost $61.13 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $24 Shares 280 Est. Cost $69.39 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.0%
Value ($000) $23 Shares 50 Est. Cost $415.08 Unrealized +8.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $57.26 Unrealized
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.0%
Value ($000) $23 Shares 100 Est. Cost $192.76 Unrealized +15.7%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $23 Shares 300 Est. Cost $67.82 Unrealized 0.0%
MNR MACH NATURAL RESOURCES LP COM UNIT LTD PAR 0.0%
Value ($000) $22 Shares 1,700 Est. Cost $14.44 Unrealized
TSLR GRANITESHARES 2X LONG TSLA DAILY ETF 0.0%
Value ($000) $22 Shares 650 Est. Cost $18.91 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED 0.0%
Value ($000) $21 Shares 102 Est. Cost $223.19 Unrealized -8.6%
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $20 Shares 100 Est. Cost $194.23 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL) 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $15.75 Unrealized -3.6%
NXST NEXSTAR MEDIA GROUP INCORPORATED COMMON STOCK 0.0%
Value ($000) $20 Shares 100 Est. Cost $191.37 Unrealized 0.0%
AFL AFLAC INCORPORATED 0.0%
Value ($000) $19 Shares 170 Est. Cost $103.63 Unrealized +0.5%
EZU ISHARES INCORPORATED MSCI EURZONE ETF 0.0%
Value ($000) $19 Shares 300 Est. Cost $59.45 Unrealized
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $18 Shares 60 Est. Cost $303.54 Unrealized -0.7%
AMTM AMENTUM HOLDINGS INCORPORATED 0.0%
Value ($000) $18 Shares 744 Est. Cost $20.90 Unrealized +16.5%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $17 Shares 30 Est. Cost $556.12 Unrealized +1.5%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.0%
Value ($000) $16 Shares 76 Est. Cost $199.66 Unrealized +3.7%
GPIQ GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $49.03 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.0%
Value ($000) $15 Shares 63 Est. Cost $206.04 Unrealized +16.0%
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value ($000) $15 Shares 600 Est. Cost $33.02 Unrealized -6.7%
BHP BHP GROUP LIMITED SPONSORED ADS (AUSTRALIA) 0.0%
Value ($000) $15 Shares 268 Est. Cost $48.09 Unrealized
TRVI TREVI THERAPEUTICS INCORPORATED 0.0%
Value ($000) $15 Shares 1,600 Est. Cost $6.22 Unrealized +20.5%
WPM WHEATON PRECIOUS METALS CORPORATION (CANADA) 0.0%
Value ($000) $15 Shares 130 Est. Cost $97.71 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $14 Shares 108 Est. Cost $130.60 Unrealized +0.0%
EXPD EXPEDITORS INTERNATIONAL WASH INCORPORATED 0.0%
Value ($000) $14 Shares 116 Est. Cost $110.87 Unrealized +6.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $14 Shares 150 Est. Cost $88.02 Unrealized +6.0%
STWD STARWOOD PROPERTY TR INCORPORATED REIT 0.0%
Value ($000) $14 Shares 700 Est. Cost $20.07 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $14 Shares 300 Est. Cost $47.20 Unrealized -3.6%
PVLA PALVELLA THERAPEUTICS INCORPORATED NEW 0.0%
Value ($000) $13 Shares 200 Est. Cost $44.59 Unrealized 0.0%
PGR PROGRESSIVE CORPORATION 0.0%
Value ($000) $12 Shares 50 Est. Cost $257.53 Unrealized -10.0%
WLDS WEARABLE DEVICES LIMITED SHS (ISRAEL) 0.0%
Value ($000) $12 Shares 2,400 Est. Cost $2.44 Unrealized 0.0%
FOUR SHIFT4 PMTS INCORPORATED CLASS A 0.0%
Value ($000) $12 Shares 150 Est. Cost $92.96 Unrealized 0.0%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $52.10 Unrealized
XLU SPDR UTILITIES SELECT SECTOR FUND 0.0%
Value ($000) $11 Shares 130 Est. Cost $81.66 Unrealized
TRV TRAVELERS COMPANIES INCORPORATED 0.0%
Value ($000) $11 Shares 40 Est. Cost $260.70 Unrealized +2.0%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.80 Unrealized
STAG STAG INDL INCORPORATED REIT 0.0%
Value ($000) $11 Shares 300 Est. Cost $36.28 Unrealized
ADAM ADAMAS TRUST INCORPORATED. REIT 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $6.70 Unrealized
IRM IRON MTN INCORPORATED DEL REIT 0.0%
Value ($000) $10 Shares 100 Est. Cost $91.94 Unrealized +3.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT (BERMUDA) 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.50 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $10 Shares 40 Est. Cost $215.80 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $90.98 Unrealized
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.0%
Value ($000) $9 Shares 39 Est. Cost $217.33 Unrealized
BLK BLACKROCK INCORPORATED 0.0%
Value ($000) $9 Shares 8 Est. Cost $933.09 Unrealized +18.8%
APLD APPLIED DIGITAL CORPORATION COM NEW 0.0%
Value ($000) $9 Shares 400 Est. Cost $7.38 Unrealized +100.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $9 Shares 150 Est. Cost $67.32 Unrealized +0.5%
KAYNE ANDERSON ENERGY INFRSTR 0.0%
Value ($000) $9 Shares 719 Est. Cost $12.72 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value ($000) $9 Shares 62 Est. Cost $133.03 Unrealized
EFC ELLINGTON FINANCIAL INCORPORATED REIT 0.0%
Value ($000) $8 Shares 600 Est. Cost $12.99 Unrealized
NOG NORTHERN OIL & GAS INCORPORATED 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.90 Unrealized -1.4%
FLAHERTY & CRUMRINE TOTAL RETU 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.00 Unrealized
OXY OCCIDENTAL PETE CORPORATION 0.0%
Value ($000) $7 Shares 150 Est. Cost $41.16 Unrealized +8.7%
HRZN HORIZON TECHNOLOGY FINANCE CORP 0.0%
Value ($000) $7 Shares 1,100 Est. Cost $6.68 Unrealized -2.5%
YMAG YIELDMAX MAGNIFICIENT 7 FUND OF OPTION INCOME ETFS 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.25 Unrealized
IE IVANHOE ELECTRIC INCORPORATED 0.0%
Value ($000) $6 Shares 500 Est. Cost $6.94 Unrealized +42.4%
FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK 0.0%
Value ($000) $6 Shares 900 Est. Cost $7.26 Unrealized
PNC PNC FINL SVCS GROUP INCORPORATED 0.0%
Value ($000) $6 Shares 30 Est. Cost $165.97 Unrealized +17.9%
PG PROCTER AND GAMBLE COMPANY 0.0%
Value ($000) $6 Shares 39 Est. Cost $160.77 Unrealized -3.7%
ZG ZILLOW GROUP INCORPORATED CLASS A 0.0%
Value ($000) $6 Shares 80 Est. Cost $66.24 Unrealized +18.8%
ALNY ALNYLAM PHARMACEUTICALS INCORPORATED 0.0%
Value ($000) $6 Shares 13 Est. Cost $276.71 Unrealized +47.2%
STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.41 Unrealized
NOW SERVICENOW INCORPORATED 0.0%
Value ($000) $6 Shares 6 Est. Cost $188.66 Unrealized -1.0%
CMCSA PUT: COMCAST CORP NEW CLASS MAR 30 EXP 03/20/26 100 CMCSA 0.0%
Value ($000) $5 Shares 30 Est. Cost $33.16 Unrealized 0.0%
MSFU DIREXION DAILY MSFT BULL 2X SHARES 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.68 Unrealized
PRN INVESCO DWA INDUSTRIALS MOMENTUM ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $157.07 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.14 Unrealized 0.0%
VIXM PROSHARES TRUST II VIX MID TERM FUTURES ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.82 Unrealized
SIRI SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.13 Unrealized 0.0%
KREF KKR REAL ESTATE FIN TR INCORPORATED REIT 0.0%
Value ($000) $5 Shares 500 Est. Cost $8.77 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $123.59 Unrealized
DX DYNEX CAP INCORPORATED REIT 0.0%
Value ($000) $4 Shares 333 Est. Cost $12.22 Unrealized
CUBE CUBESMART REIT 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.50 Unrealized
TWO TWO HBRS INVT CORPORATION REIT 0.0%
Value ($000) $4 Shares 375 Est. Cost $10.77 Unrealized
F FORD MTR COMPANY 0.0%
Value ($000) $4 Shares 300 Est. Cost $9.87 Unrealized +14.7%
LUMN LUMEN TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $3 Shares 500 Est. Cost $3.88 Unrealized +23.9%
RGTI RIGETTI COMPUTING INCORPORATED COMMON STOCK 0.0%
Value ($000) $3 Shares 100 Est. Cost $10.55 Unrealized +66.2%
AMCOR PLC ORD (JERSEY) 0.0%
Value ($000) $2 Shares 300 Est. Cost $8.97 Unrealized 0.0%
MGA MAGNA INTERNATIONAL INC (CANADA) 0.0%
Value ($000) $2 Shares 40 Est. Cost $34.70 Unrealized +26.3%
SSSS SURO CAPITAL CORPORATION COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.95 Unrealized +45.6%
SOUN SOUNDHOUND AI INCORPORATED CLASS A COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.42 Unrealized +40.9%
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $1 Shares 90 Est. Cost $21.75 Unrealized -18.5%
CAKE PUT: CHEESECAKE FACTORY APR 55 EXP 04/17/26 100 CAKE 0.0%
Value ($000) $1 Shares 2 Est. Cost $60.75 Unrealized 0.0%
NFE NEW FORTRESS ENERGY INCORPORATED COM CLASS A 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.34 Unrealized -34.5%
GPMT GRANITE PT MTG TR INCORPORATED COM STK REIT 0.0%
Value ($000) $1 Shares 284 Est. Cost $2.47 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.54 Unrealized 0.0%