Bernard Wealth Management Corp. Diversified Active

Location: Royal Oak, MI

CIK: 0002056313 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 15, 2026

Total Value: $246M (100.0% shares, 0.0% debt)

Holdings (356)

NVDA NVIDIA CORPORATION 16.4%
Value $40.37M Shares 216,437 Est. Cost $127.87 Unrealized +45.6%
SCHX SCHWAB STRATEGIC TR 14.7%
Value $36.32M Shares 1,349,634 Est. Cost $32.67 Unrealized
AAPL APPLE INC 9.5%
Value $23.36M Shares 85,935 Est. Cost $234.51 Unrealized +14.4%
LLY ELI LILLY & CO 4.0%
Value $9.906M Shares 9,217 Est. Cost $821.84 Unrealized +16.3%
MSFT MICROSOFT CORP 4.0%
Value $9.839M Shares 20,345 Est. Cost $422.35 Unrealized +18.5%
SCHM SCHWAB STRATEGIC TR 3.7%
Value $9.242M Shares 307,350 Est. Cost $42.65 Unrealized
DGRO ISHARES TR 3.6%
Value $8.835M Shares 127,275 Est. Cost $67.44 Unrealized
GOOGL ALPHABET INC 2.9%
Value $7.248M Shares 23,155 Est. Cost $174.14 Unrealized +64.0%
AMZN AMAZON COM INC 2.6%
Value $6.445M Shares 27,923 Est. Cost $204.85 Unrealized +11.7%
SCHA SCHWAB STRATEGIC TR 2.5%
Value $6.248M Shares 219,391 Est. Cost $35.62 Unrealized
EMXC ISHARES INC 2.2%
Value $5.319M Shares 73,183 Est. Cost $56.50 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value $4.961M Shares 9,870 Est. Cost $461.73 Unrealized +7.8%
QQQ INVESCO QQQ TR 2.0%
Value $4.904M Shares 7,982 Est. Cost $461.00 Unrealized
IEFA ISHARES TR 1.8%
Value $4.534M Shares 50,685 Est. Cost $72.71 Unrealized
CORP PIMCO ETF TR 1.8%
Value $4.361M Shares 44,571 Est. Cost $96.36 Unrealized
IYG ISHARES TR 1.7%
Value $4.264M Shares 46,224 Est. Cost $97.59 Unrealized
V VISA INC 1.7%
Value $4.156M Shares 11,850 Est. Cost $305.01 Unrealized +11.6%
JPM JPMORGAN CHASE & CO. 1.6%
Value $4.026M Shares 12,494 Est. Cost $239.70 Unrealized +29.1%
CAT CATERPILLAR INC 1.4%
Value $3.418M Shares 5,967 Est. Cost $369.78 Unrealized +50.2%
WMT WALMART INC 1.1%
Value $2.64M Shares 23,696 Est. Cost $91.37 Unrealized +17.3%
PANW PALO ALTO NETWORKS INC 1.0%
Value $2.482M Shares 13,477 Est. Cost $186.03 Unrealized +8.4%
CRWD CROWDSTRIKE HLDGS INC 1.0%
Value $2.467M Shares 5,262 Est. Cost $335.55 Unrealized +51.8%
DTM DT MIDSTREAM INC 0.8%
Value $2.065M Shares 17,253 Est. Cost $92.00 Unrealized +24.2%
SCHD SCHWAB STRATEGIC TR 0.8%
Value $1.893M Shares 69,021 Est. Cost $44.96 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value $1.744M Shares 2,557 Est. Cost $510.55 Unrealized
UBER UBER TECHNOLOGIES INC 0.7%
Value $1.654M Shares 20,244 Est. Cost $80.23 Unrealized +12.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.51M Shares 2 Est. Cost $692527.00 Unrealized +7.8%
IWM ISHARES TR 0.6%
Value $1.459M Shares 5,926 Est. Cost $199.34 Unrealized
DTE DTE ENERGY CO 0.6%
Value $1.456M Shares 11,286 Est. Cost $120.83 Unrealized +11.6%
IJH ISHARES TR 0.5%
Value $1.213M Shares 18,385 Est. Cost $104.10 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $1.181M Shares 9,810 Est. Cost $112.36 Unrealized +2.8%
COST COSTCO WHSL CORP NEW 0.5%
Value $1.161M Shares 1,346 Est. Cost $933.01 Unrealized -2.9%
RDDT REDDIT INC 0.5%
Value $1.111M Shares 4,832 Est. Cost $210.30 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value $1.086M Shares 3,158 Est. Cost $396.77 Unrealized -8.1%
LOW LOWES COS INC 0.4%
Value $1.045M Shares 4,335 Est. Cost $259.59 Unrealized -7.6%
PJAN INNOVATOR ETFS TRUST 0.4%
Value $1.02M Shares 21,683 Est. Cost $42.25 Unrealized
HON HONEYWELL INTL INC 0.4%
Value $930K Shares 4,765 Est. Cost $203.59 Unrealized -4.2%
ABBV ABBVIE INC 0.3%
Value $790K Shares 3,456 Est. Cost $177.41 Unrealized +28.3%
XLK SELECT SECTOR SPDR TR 0.3%
Value $777K Shares 5,396 Est. Cost $200.18 Unrealized
GOOG ALPHABET INC 0.3%
Value $715K Shares 2,277 Est. Cost $175.67 Unrealized +63.0%
EQX EQUINOX GOLD CORP 0.3%
Value $695K Shares 49,514 Est. Cost $7.65 Unrealized +64.9%
AJAN INNOVATOR ETFS TRUST 0.3%
Value $641K Shares 23,019 Est. Cost $26.25 Unrealized
SSO PROSHARES TR 0.3%
Value $617K Shares 10,652 Est. Cost $64.80 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value $575K Shares 3,708 Est. Cost $144.98 Unrealized
ABT ABBOTT LABS 0.2%
Value $503K Shares 4,017 Est. Cost $113.33 Unrealized +12.3%
MA MASTERCARD INCORPORATED 0.2%
Value $443K Shares 776 Est. Cost $564.74 Unrealized -1.0%
TSLA TESLA INC 0.2%
Value $433K Shares 963 Est. Cost $416.40 Unrealized +6.5%
SCHW SCHWAB CHARLES CORP 0.2%
Value $417K Shares 4,175 Est. Cost $74.01 Unrealized +28.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $417K Shares 1,946 Est. Cost $148.17 Unrealized +51.6%
META META PLATFORMS INC 0.2%
Value $403K Shares 611 Est. Cost $584.74 Unrealized +14.1%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $389K Shares 2,190 Est. Cost $58.25 Unrealized +210.8%
COF CAPITAL ONE FINL CORP 0.2%
Value $388K Shares 1,600 Est. Cost $185.37 Unrealized +19.9%
GD GENERAL DYNAMICS CORP 0.1%
Value $362K Shares 1,075 Est. Cost $281.95 Unrealized +20.9%
IVV ISHARES TR 0.1%
Value $305K Shares 445 Est. Cost $503.65 Unrealized
FR FIRST INDL RLTY TR INC 0.1%
Value $291K Shares 5,081 Est. Cost $54.27 Unrealized
AVGO BROADCOM INC 0.1%
Value $291K Shares 840 Est. Cost $205.87 Unrealized +73.4%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $274K Shares 1,430 Est. Cost $158.93 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value $244K Shares 5,202 Est. Cost $41.31 Unrealized
PAPR INNOVATOR ETFS TRUST 0.1%
Value $222K Shares 5,682 Est. Cost $37.17 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value $214K Shares 2,992 Est. Cost $75.58 Unrealized
ETN EATON CORP PLC 0.1%
Value $202K Shares 635 Est. Cost $347.11 Unrealized +2.1%
ORCL ORACLE CORP 0.1%
Value $192K Shares 983 Est. Cost $175.85 Unrealized +35.4%
MUB ISHARES TR 0.1%
Value $186K Shares 1,737 Est. Cost $107.64 Unrealized
POCT INNOVATOR ETFS TRUST 0.1%
Value $186K Shares 4,229 Est. Cost $40.22 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value $182K Shares 3,439 Est. Cost $44.88 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $181K Shares 1,884 Est. Cost $83.89 Unrealized +15.8%
PSEP INNOVATOR ETFS TRUST 0.1%
Value $174K Shares 3,987 Est. Cost $40.26 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $173K Shares 675 Est. Cost $179.18 Unrealized +33.7%
MU MICRON TECHNOLOGY INC 0.1%
Value $172K Shares 602 Est. Cost $123.38 Unrealized +85.9%
EIS ISHARES INC 0.1%
Value $172K Shares 1,559 Est. Cost $68.12 Unrealized
MRK MERCK & CO INC 0.1%
Value $169K Shares 1,608 Est. Cost $98.70 Unrealized -5.5%
BE BLOOM ENERGY CORP 0.1%
Value $163K Shares 1,874 Est. Cost $18.63 Unrealized +464.1%
ANGL VANECK ETF TRUST 0.1%
Value $163K Shares 5,540 Est. Cost $28.88 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $159K Shares 1,040 Est. Cost $145.50 Unrealized +4.1%
DIS DISNEY WALT CO 0.1%
Value $152K Shares 1,340 Est. Cost $103.52 Unrealized +5.8%
VV VANGUARD INDEX FDS 0.1%
Value $152K Shares 483 Est. Cost $230.54 Unrealized
ASTS AST SPACEMOBILE INC 0.1%
Value $145K Shares 2,000 Est. Cost $24.42 Unrealized +192.3%
AXP AMERICAN EXPRESS CO 0.1%
Value $136K Shares 367 Est. Cost $288.45 Unrealized +23.8%
DHR DANAHER CORPORATION 0.1%
Value $135K Shares 590 Est. Cost $243.95 Unrealized -10.0%
NFLX NETFLIX INC 0.1%
Value $133K Shares 1,420 Est. Cost $105.37 Unrealized +2.3%
VUG VANGUARD INDEX FDS 0.1%
Value $131K Shares 269 Est. Cost $337.68 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value $131K Shares 3,314 Est. Cost $37.25 Unrealized
PDEC INNOVATOR ETFS TRUST 0.1%
Value $131K Shares 3,021 Est. Cost $38.42 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value $129K Shares 834 Est. Cost $144.01 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $129K Shares 800 Est. Cost $104.85 Unrealized +40.5%
BLK BLACKROCK INC 0.1%
Value $128K Shares 120 Est. Cost $961.85 Unrealized +13.3%
PEP PEPSICO INC 0.1%
Value $126K Shares 876 Est. Cost $156.55 Unrealized -6.8%
AMGN AMGEN INC 0.1%
Value $124K Shares 379 Est. Cost $286.05 Unrealized +10.5%
VTV VANGUARD INDEX FDS 0.0%
Value $123K Shares 642 Est. Cost $162.07 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $114K Shares 2,300 Est. Cost $50.51 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $109K Shares 181 Est. Cost $512.91 Unrealized
YUM YUM BRANDS INC 0.0%
Value $108K Shares 712 Est. Cost $132.27 Unrealized +11.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $108K Shares 1,349 Est. Cost $77.16 Unrealized
NEM NEWMONT CORP 0.0%
Value $105K Shares 1,050 Est. Cost $44.64 Unrealized +102.1%
COR CENCORA INC 0.0%
Value $99,974 Shares 296 Est. Cost $233.11 Unrealized +46.1%
F FORD MTR CO 0.0%
Value $99,082 Shares 7,552 Est. Cost $10.20 Unrealized +25.8%
IWD ISHARES TR 0.0%
Value $98,229 Shares 467 Est. Cost $166.99 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value $96,578 Shares 694 Est. Cost $125.88 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $92,828 Shares 996 Est. Cost $66.95 Unrealized +29.4%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value $91,619 Shares 1,454 Est. Cost $52.35 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value $91,575 Shares 686 Est. Cost $118.24 Unrealized
IWF ISHARES TR 0.0%
Value $90,874 Shares 192 Est. Cost $329.48 Unrealized
XHB SPDR SERIES TRUST 0.0%
Value $86,384 Shares 839 Est. Cost $98.89 Unrealized
TNA DIREXION SHS ETF TR 0.0%
Value $86,122 Shares 1,891 Est. Cost $33.29 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $85,492 Shares 242 Est. Cost $247.76 Unrealized +46.6%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $84,085 Shares 1,004 Est. Cost $80.15 Unrealized
CSX CSX CORP 0.0%
Value $82,868 Shares 2,286 Est. Cost $33.61 Unrealized +6.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $77,183 Shares 1,217 Est. Cost $86.71 Unrealized -19.9%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value $75,895 Shares 409 Est. Cost $188.34 Unrealized +2.7%
IVE ISHARES TR 0.0%
Value $73,165 Shares 345 Est. Cost $175.48 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $71,945 Shares 500 Est. Cost $58.32 Unrealized +163.7%
ITA ISHARES TR 0.0%
Value $69,775 Shares 325 Est. Cost $139.71 Unrealized
CMS CMS ENERGY CORP 0.0%
Value $67,273 Shares 962 Est. Cost $68.05 Unrealized +6.5%
VO VANGUARD INDEX FDS 0.0%
Value $65,300 Shares 225 Est. Cost $234.39 Unrealized
MMM 3M CO 0.0%
Value $65,001 Shares 406 Est. Cost $128.38 Unrealized +27.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $61,167 Shares 108 Est. Cost $520.85 Unrealized +2.2%
HSY HERSHEY CO 0.0%
Value $59,196 Shares 325 Est. Cost $172.41 Unrealized +5.6%
SCHG SCHWAB STRATEGIC TR 0.0%
Value $59,196 Shares 1,815 Est. Cost $26.19 Unrealized
IWP ISHARES TR 0.0%
Value $58,611 Shares 428 Est. Cost $109.36 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value $57,868 Shares 4,600 Est. Cost $12.21 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $57,811 Shares 1,190 Est. Cost $47.08 Unrealized 0.0%
BLACKROCK MUNIASSETS FD INC 0.0%
Value $56,763 Shares 5,300 Est. Cost $10.72 Unrealized
NOW SERVICENOW INC 0.0%
Value $56,681 Shares 370 Est. Cost $181.19 Unrealized -5.3%
XBTAX BLACKROCK LONG-TERM MUN ADVA 0.0%
Value $56,608 Shares 6,100 Est. Cost $9.36 Unrealized
HAFN HAFNIA LTD 0.0%
Value $55,592 Shares 10,430 Est. Cost $5.50 Unrealized +8.4%
NUVEEN MUN CR OPPORTUNITIES 0.0%
Value $53,196 Shares 5,200 Est. Cost $10.79 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $51,132 Shares 528 Est. Cost $78.46 Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value $50,238 Shares 1,082 Est. Cost $44.45 Unrealized
ALAB ASTERA LABS INC 0.0%
Value $49,908 Shares 300 Est. Cost $79.01 Unrealized +111.7%
BROS DUTCH BROS INC 0.0%
Value $49,895 Shares 815 Est. Cost $44.12 Unrealized +28.8%
SUB ISHARES TR 0.0%
Value $48,015 Shares 450 Est. Cost $104.92 Unrealized
PAUG INNOVATOR ETFS TRUST 0.0%
Value $46,710 Shares 1,080 Est. Cost $39.89 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value $45,998 Shares 750 Est. Cost $42.57 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $45,949 Shares 95 Est. Cost $468.47 Unrealized +1.6%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value $44,149 Shares 370 Est. Cost $121.06 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $44,109 Shares 1,280 Est. Cost $39.68 Unrealized -17.1%
PFEB INNOVATOR ETFS TRUST 0.0%
Value $43,733 Shares 1,074 Est. Cost $36.09 Unrealized
SITM SITIME CORP 0.0%
Value $40,971 Shares 116 Est. Cost $312.93 Unrealized 0.0%
EUDG WISDOMTREE TR 0.0%
Value $40,905 Shares 1,090 Est. Cost $31.58 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value $39,515 Shares 778 Est. Cost $44.04 Unrealized -1.6%
NKE NIKE INC 0.0%
Value $38,991 Shares 612 Est. Cost $76.48 Unrealized -15.1%
PJUN INNOVATOR ETFS TRUST 0.0%
Value $38,153 Shares 911 Est. Cost $37.52 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $38,075 Shares 582 Est. Cost $63.23 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value $37,070 Shares 828 Est. Cost $39.95 Unrealized +14.5%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $36,154 Shares 1,547 Est. Cost $23.45 Unrealized
EWC ISHARES INC 0.0%
Value $35,055 Shares 650 Est. Cost $36.34 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $33,540 Shares 400 Est. Cost $104.03 Unrealized -18.0%
SPMD SPDR SERIES TRUST 0.0%
Value $32,720 Shares 565 Est. Cost $57.19 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $32,030 Shares 435 Est. Cost $76.44 Unrealized -3.7%
VOO VANGUARD INDEX FDS 0.0%
Value $31,960 Shares 51 Est. Cost $562.80 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $31,608 Shares 400 Est. Cost $93.07 Unrealized -15.9%
FENY FIDELITY COVINGTON TRUST 0.0%
Value $31,285 Shares 1,263 Est. Cost $22.79 Unrealized
ADC AGREE RLTY CORP 0.0%
Value $30,469 Shares 423 Est. Cost $57.53 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value $30,096 Shares 210 Est. Cost $165.73 Unrealized -11.2%
LULU LULULEMON ATHLETICA INC 0.0%
Value $29,925 Shares 144 Est. Cost $326.48 Unrealized -44.5%
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $29,909 Shares 873 Est. Cost $30.47 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $29,850 Shares 545 Est. Cost $40.25 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value $29,844 Shares 1,058 Est. Cost $25.55 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $29,590 Shares 538 Est. Cost $42.90 Unrealized +22.8%
SPRY ARS PHARMACEUTICALS INC 0.0%
Value $29,358 Shares 2,520 Est. Cost $14.01 Unrealized -30.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $29,195 Shares 389 Est. Cost $57.58 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value $28,842 Shares 138 Est. Cost $131.15 Unrealized +47.7%
WILC G WILLI FOOD INTL LTD 0.0%
Value $28,780 Shares 1,000 Est. Cost $13.39 Unrealized +76.9%
GLD SPDR GOLD TR 0.0%
Value $28,139 Shares 71 Est. Cost $240.13 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value $28,064 Shares 200 Est. Cost $168.99 Unrealized -15.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value $27,922 Shares 90 Est. Cost $271.56 Unrealized +5.1%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $27,892 Shares 100 Est. Cost $218.15 Unrealized +29.1%
VTI VANGUARD INDEX FDS 0.0%
Value $26,882 Shares 80 Est. Cost $252.88 Unrealized
QCOM QUALCOMM INC 0.0%
Value $25,658 Shares 150 Est. Cost $159.52 Unrealized +7.1%
PNOV INNOVATOR ETFS TRUST 0.0%
Value $25,194 Shares 603 Est. Cost $37.88 Unrealized
FS SPECIALTY LENDING FD 0.0%
Value $24,774 Shares 1,752 Est. Cost $14.14 Unrealized
VLTO VERALTO CORP 0.0%
Value $24,746 Shares 248 Est. Cost $105.96 Unrealized -4.7%
SCHK SCHWAB STRATEGIC TR 0.0%
Value $24,600 Shares 750 Est. Cost $28.31 Unrealized
GM GENERAL MTRS CO 0.0%
Value $24,396 Shares 300 Est. Cost $51.75 Unrealized +36.0%
VRSN VERISIGN INC 0.0%
Value $24,295 Shares 100 Est. Cost $186.70 Unrealized +34.3%
PYPL PAYPAL HLDGS INC 0.0%
Value $23,586 Shares 404 Est. Cost $83.88 Unrealized -22.7%
PFE PFIZER INC 0.0%
Value $22,886 Shares 919 Est. Cost $25.12 Unrealized -0.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value $22,755 Shares 328 Est. Cost $58.33 Unrealized +7.1%
SYY SYSCO CORP 0.0%
Value $22,107 Shares 300 Est. Cost $73.94 Unrealized +2.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $21,987 Shares 150 Est. Cost $84.79 Unrealized
CORZ CORE SCIENTIFIC INC NEW 0.0%
Value $21,840 Shares 1,500 Est. Cost $10.01 Unrealized +74.2%
BSV VANGUARD BD INDEX FDS 0.0%
Value $21,831 Shares 277 Est. Cost $78.26 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value $21,462 Shares 1,400 Est. Cost $14.38 Unrealized -6.2%
IWO ISHARES TR 0.0%
Value $20,996 Shares 65 Est. Cost $256.45 Unrealized
ESGU ISHARES TR 0.0%
Value $20,858 Shares 140 Est. Cost $128.82 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $20,695 Shares 100 Est. Cost $149.59 Unrealized +31.7%
KO COCA COLA CO 0.0%
Value $20,624 Shares 295 Est. Cost $63.62 Unrealized +9.1%
TJX TJX COS INC NEW 0.0%
Value $20,608 Shares 134 Est. Cost $117.76 Unrealized +25.4%
ABR ARBOR REALTY TRUST INC 0.0%
Value $20,293 Shares 2,615 Est. Cost $12.33 Unrealized
IUSB ISHARES TR 0.0%
Value $19,780 Shares 425 Est. Cost $45.20 Unrealized
CMA COMERICA INC 0.0%
Value $19,560 Shares 225 Est. Cost $61.72 Unrealized +29.6%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $18,362 Shares 380 Est. Cost $48.62 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $18,022 Shares 232 Est. Cost $80.93 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $17,679 Shares 395 Est. Cost $63.96 Unrealized
APP APPLOVIN CORP 0.0%
Value $17,520 Shares 26 Est. Cost $344.61 Unrealized +82.8%
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value $17,462 Shares 130 Est. Cost $100.58 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $16,066 Shares 3 Est. Cost $4764.13 Unrealized +7.8%
SJNK SPDR SERIES TRUST 0.0%
Value $16,053 Shares 634 Est. Cost $25.17 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $15,676 Shares 1,395 Est. Cost $11.86 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $15,468 Shares 324 Est. Cost $47.42 Unrealized -3.4%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $14,999 Shares 210 Est. Cost $62.96 Unrealized
EZU ISHARES INC 0.0%
Value $14,808 Shares 231 Est. Cost $47.63 Unrealized
PMAR INNOVATOR ETFS TRUST 0.0%
Value $14,337 Shares 319 Est. Cost $40.19 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $14,161 Shares 700 Est. Cost $19.38 Unrealized +2.1%
BCE BCE INC 0.0%
Value $14,030 Shares 589 Est. Cost $26.15 Unrealized -11.9%
EFG ISHARES TR 0.0%
Value $13,671 Shares 120 Est. Cost $99.10 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $13,415 Shares 50 Est. Cost $354.01 Unrealized -28.2%
SYK STRYKER CORPORATION 0.0%
Value $12,653 Shares 36 Est. Cost $366.32 Unrealized -0.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $12,219 Shares 300 Est. Cost $39.48 Unrealized +2.5%
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value $12,166 Shares 225 Est. Cost $52.25 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value $12,048 Shares 600 Est. Cost $25.65 Unrealized -12.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $11,589 Shares 20 Est. Cost $547.53 Unrealized +3.2%
ADBE ADOBE INC 0.0%
Value $11,550 Shares 33 Est. Cost $495.13 Unrealized -31.3%
CLX CLOROX CO DEL 0.0%
Value $11,092 Shares 110 Est. Cost $157.37 Unrealized -31.2%
PLNT PLANET FITNESS INC 0.0%
Value $10,847 Shares 100 Est. Cost $91.27 Unrealized +12.8%
STCE SCHWAB STRATEGIC TR 0.0%
Value $10,793 Shares 180 Est. Cost $44.78 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value $10,415 Shares 440 Est. Cost $23.94 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $10,288 Shares 128 Est. Cost $74.49 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $10,148 Shares 15 Est. Cost $438.63 Unrealized +55.3%
FTS FORTIS INC 0.0%
Value $10,129 Shares 195 Est. Cost $41.95 Unrealized +21.2%
NOVM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $10,027 Shares 305 Est. Cost $32.88 Unrealized
FUL FULLER H B CO 0.0%
Value $9,990 Shares 168 Est. Cost $73.60 Unrealized -20.5%
VBR VANGUARD INDEX FDS 0.0%
Value $9,955 Shares 47 Est. Cost $178.47 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $9,952 Shares 242 Est. Cost $48.71 Unrealized -14.7%
DMAX ISHARES TR 0.0%
Value $9,895 Shares 371 Est. Cost $26.67 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $9,677 Shares 80 Est. Cost $95.43 Unrealized
MSB MESABI TR 0.0%
Value $9,513 Shares 247 Est. Cost $20.30 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $9,286 Shares 117 Est. Cost $53.65 Unrealized +46.6%
COP CONOCOPHILLIPS 0.0%
Value $8,893 Shares 95 Est. Cost $100.73 Unrealized -10.6%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value $8,299 Shares 125 Est. Cost $20.59 Unrealized +138.0%
SOLV SOLVENTUM CORP 0.0%
Value $8,004 Shares 101 Est. Cost $70.01 Unrealized +9.4%
USFR WISDOMTREE TR 0.0%
Value $6,743 Shares 134 Est. Cost $50.34 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value $6,732 Shares 56 Est. Cost $102.36 Unrealized
KKR KKR & CO INC 0.0%
Value $6,398 Shares 50 Est. Cost $131.23 Unrealized -5.3%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $6,258 Shares 239 Est. Cost $24.27 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $6,137 Shares 50 Est. Cost $87.00 Unrealized +38.9%
MCD MCDONALDS CORP 0.0%
Value $6,113 Shares 20 Est. Cost $291.41 Unrealized +4.7%
BRBR BELLRING BRANDS INC 0.0%
Value $5,881 Shares 220 Est. Cost $71.05 Unrealized -56.3%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value $5,835 Shares 100 Est. Cost $74.48 Unrealized -25.9%
WM WASTE MGMT INC DEL 0.0%
Value $5,713 Shares 26 Est. Cost $211.67 Unrealized +0.4%
PRU PRUDENTIAL FINL INC 0.0%
Value $5,644 Shares 50 Est. Cost $113.52 Unrealized -6.2%
DPZ DOMINOS PIZZA INC 0.0%
Value $5,375 Shares 13 Est. Cost $431.53 Unrealized -3.7%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $5,236 Shares 200 Est. Cost $13.80 Unrealized +101.9%
JELD JELD-WEN HLDG INC 0.0%
Value $4,975 Shares 2,022 Est. Cost $4.46 Unrealized -26.3%
SLV ISHARES SILVER TR 0.0%
Value $4,832 Shares 75 Est. Cost $49.84 Unrealized
ICSH ISHARES TR 0.0%
Value $4,553 Shares 90 Est. Cost $50.43 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $4,430 Shares 200 Est. Cost $32.60 Unrealized 0.0%
M MACYS INC 0.0%
Value $4,410 Shares 200 Est. Cost $15.93 Unrealized +28.5%
MAS MASCO CORP 0.0%
Value $4,316 Shares 68 Est. Cost $64.75 Unrealized 0.0%
QUAL ISHARES TR 0.0%
Value $4,246 Shares 21 Est. Cost $157.24 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $4,211 Shares 50 Est. Cost $93.94 Unrealized -10.5%
INTC INTEL CORP 0.0%
Value $4,207 Shares 114 Est. Cost $25.89 Unrealized +45.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $4,101 Shares 50 Est. Cost $84.84 Unrealized -8.2%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value $3,826 Shares 25 Est. Cost $153.04 Unrealized
FLAHERTY & CRUMRINE PFD SECS 0.0%
Value $3,787 Shares 229 Est. Cost $14.40 Unrealized
C CITIGROUP INC 0.0%
Value $3,735 Shares 32 Est. Cost $103.64 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value $3,681 Shares 20 Est. Cost $162.62 Unrealized +12.0%
EBAY EBAY INC. 0.0%
Value $3,572 Shares 41 Est. Cost $62.72 Unrealized +37.7%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $3,548 Shares 180 Est. Cost $12.21 Unrealized +30.0%
HIMS HIMS & HERS HEALTH INC 0.0%
Value $3,442 Shares 106 Est. Cost $45.06 Unrealized -4.9%
ANGX ANGEL STUDIOS INC 0.0%
Value $3,269 Shares 700 Est. Cost $5.93 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value $3,255 Shares 50 Est. Cost $50.69 Unrealized +20.7%
BUZZ VANECK ETF TRUST 0.0%
Value $3,249 Shares 100 Est. Cost $19.40 Unrealized
OUST OUSTER INC 0.0%
Value $3,246 Shares 150 Est. Cost $8.79 Unrealized +200.5%
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value $3,239 Shares 25 Est. Cost $75.56 Unrealized
HDV ISHARES TR 0.0%
Value $3,162 Shares 26 Est. Cost $103.15 Unrealized
ADSK AUTODESK INC 0.0%
Value $2,961 Shares 10 Est. Cost $295.42 Unrealized +2.4%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $2,913 Shares 42 Est. Cost $51.17 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $2,858 Shares 13 Est. Cost $175.69 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2,836 Shares 74 Est. Cost $35.28 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value $2,766 Shares 110 Est. Cost $24.60 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value $2,594 Shares 50 Est. Cost $40.68 Unrealized
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $2,475 Shares 75 Est. Cost $23.33 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $2,267 Shares 5 Est. Cost $466.00 Unrealized -7.5%
VGT VANGUARD WORLD FD 0.0%
Value $2,262 Shares 3 Est. Cost $746.67 Unrealized
TGT TARGET CORP 0.0%
Value $2,249 Shares 23 Est. Cost $136.67 Unrealized -33.0%
JCAP JEFFERSON CAPITAL INC 0.0%
Value $2,234 Shares 100 Est. Cost $17.76 Unrealized +13.8%
TLT ISHARES TR 0.0%
Value $2,179 Shares 25 Est. Cost $89.40 Unrealized
IUSV ISHARES TR 0.0%
Value $2,154 Shares 21 Est. Cost $99.95 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value $2,064 Shares 8 Est. Cost $254.38 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $2,049 Shares 70 Est. Cost $36.35 Unrealized +13.3%
NVO NOVO-NORDISK A S 0.0%
Value $2,036 Shares 40 Est. Cost $50.90 Unrealized
IUSG ISHARES TR 0.0%
Value $2,016 Shares 12 Est. Cost $164.58 Unrealized
CCL CARNIVAL CORP 0.0%
Value $1,986 Shares 65 Est. Cost $23.40 Unrealized +19.1%
BDX BECTON DICKINSON & CO 0.0%
Value $1,941 Shares 10 Est. Cost $226.71 Unrealized -16.4%
BIIB BIOGEN INC 0.0%
Value $1,936 Shares 11 Est. Cost $168.67 Unrealized -3.1%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value $1,891 Shares 205 Est. Cost $8.25 Unrealized
RACE FERRARI N V 0.0%
Value $1,848 Shares 5 Est. Cost $451.22 Unrealized -11.3%
BND VANGUARD BD INDEX FDS 0.0%
Value $1,704 Shares 23 Est. Cost $72.37 Unrealized
CRBN ISHARES TR 0.0%
Value $1,614 Shares 7 Est. Cost $174.79 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value $1,589 Shares 25 Est. Cost $54.68 Unrealized
BA BOEING CO 0.0%
Value $1,520 Shares 7 Est. Cost $156.93 Unrealized +31.1%
MRNA MODERNA INC 0.0%
Value $1,475 Shares 50 Est. Cost $47.80 Unrealized -43.2%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1,442 Shares 33 Est. Cost $43.71 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value $1,437 Shares 12 Est. Cost $80.83 Unrealized +42.0%
SHEL SHELL PLC 0.0%
Value $1,397 Shares 19 Est. Cost $73.53 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $1,363 Shares 20 Est. Cost $76.10 Unrealized -13.4%
ABTC AMERICAN BITCOIN CORP. 0.0%
Value $1,231 Shares 724 Est. Cost $6.68 Unrealized -37.6%
IEMG ISHARES INC 0.0%
Value $1,210 Shares 18 Est. Cost $65.94 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $1,187 Shares 19 Est. Cost $59.95 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $1,178 Shares 49 Est. Cost $23.29 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $1,117 Shares 4 Est. Cost $224.50 Unrealized
YETI YETI HLDGS INC 0.0%
Value $1,105 Shares 25 Est. Cost $39.73 Unrealized -3.2%
XLY SELECT SECTOR SPDR TR 0.0%
Value $956 Shares 8 Est. Cost $179.63 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $942 Shares 8 Est. Cost $118.38 Unrealized
VCRB VANGUARD MALVERN FDS 0.0%
Value $935 Shares 12 Est. Cost $75.83 Unrealized
ICLN ISHARES TR 0.0%
Value $904 Shares 55 Est. Cost $14.40 Unrealized
BETA BETA TECHNOLOGIES INC 0.0%
Value $847 Shares 30 Est. Cost $29.84 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value $818 Shares 4 Est. Cost $153.06 Unrealized +31.8%
IHI ISHARES TR 0.0%
Value $746 Shares 12 Est. Cost $56.75 Unrealized
TLSA TIZIANA LIFE SCIENCES LTD 0.0%
Value $745 Shares 500 Est. Cost $0.93 Unrealized +94.1%
HOLX HOLOGIC INC 0.0%
Value $745 Shares 10 Est. Cost $78.12 Unrealized -6.5%
SMH VANECK ETF TRUST 0.0%
Value $721 Shares 2 Est. Cost $326.50 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $697 Shares 7 Est. Cost $97.86 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $661 Shares 21 Est. Cost $29.11 Unrealized +6.8%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $646 Shares 12 Est. Cost $54.25 Unrealized
CWEN/A CLEARWAY ENERGY INC 0.0%
Value $629 Shares 20 Est. Cost $24.12 Unrealized +28.6%
CGEN COMPUGEN LTD 0.0%
Value $612 Shares 400 Est. Cost $1.49 Unrealized +11.7%
CG CARLYLE GROUP INC 0.0%
Value $570 Shares 500 Est. Cost $56.28 Unrealized 0.0%
NNVC NANOVIRICIDES INC 0.0%
Value $565 Shares 500 Est. Cost $1.44 Unrealized -2.2%
BUG GLOBAL X FDS 0.0%
Value $518 Shares 17 Est. Cost $31.64 Unrealized
T AT&T INC 0.0%
Value $497 Shares 20 Est. Cost $25.04 Unrealized +1.0%
SPAI SAFE PRO GROUP INC 0.0%
Value $416 Shares 100 Est. Cost $3.03 Unrealized +81.5%
NEE NEXTERA ENERGY INC 0.0%
Value $402 Shares 5 Est. Cost $71.07 Unrealized +16.1%
SBGI SINCLAIR INC 0.0%
Value $383 Shares 25 Est. Cost $14.35 Unrealized +3.5%
EVX VANECK ETF TRUST 0.0%
Value $383 Shares 10 Est. Cost $62.66 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value $367 Shares 12 Est. Cost $24.90 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value $338 Shares 4 Est. Cost $78.25 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value $314 Shares 94 Est. Cost $2.61 Unrealized +79.2%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $314 Shares 2 Est. Cost $155.50 Unrealized
GE GE AEROSPACE 0.0%
Value $309 Shares 1 Est. Cost $300.80 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $285 Shares 12 Est. Cost $30.08 Unrealized -23.6%
ITB ISHARES TR 0.0%
Value $193 Shares 2 Est. Cost $107.50 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $192 Shares 4 Est. Cost $47.75 Unrealized
FIG FIGMA INC 0.0%
Value $187 Shares 5 Est. Cost $68.66 Unrealized -34.2%
GME/WS GAMESTOP CORP NEW 0.0%
Value $181 Shares 60 Est. Cost $3.02 Unrealized
IBB ISHARES TR 0.0%
Value $169 Shares 1 Est. Cost $145.00 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value $166 Shares 3 Est. Cost $56.67 Unrealized
IFRA ISHARES TR 0.0%
Value $158 Shares 3 Est. Cost $53.00 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value $135 Shares 5 Est. Cost $23.93 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value $122 Shares 3 Est. Cost $42.33 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $91 Shares 2 Est. Cost $67.75 Unrealized
FLORA GROWTH CORP 0.0%
Value $76 Shares 12 Est. Cost $17.33 Unrealized
S SENTINELONE INC 0.0%
Value $60 Shares 4 Est. Cost $21.70 Unrealized -24.5%
SRVR PACER FDS TR 0.0%
Value $58 Shares 2 Est. Cost $32.00 Unrealized
ALT ALTIMMUNE INC 0.0%
Value $55 Shares 15 Est. Cost $7.64 Unrealized -42.9%
AMC AMC ENTMT HLDGS INC 0.0%
Value $27 Shares 17 Est. Cost $4.39 Unrealized -45.7%
AMWL AMERICAN WELL CORP 0.0%
Value $25 Shares 5 Est. Cost $9.06 Unrealized -46.8%
BYND BEYOND MEAT INC 0.0%
Value $25 Shares 30 Est. Cost $5.31 Unrealized -73.8%
BLACKROCK MUN INCOME TR 0.0%
Value $24 Shares 2 Est. Cost $12.50 Unrealized
LCID LUCID GROUP INC 0.0%
Value $22 Shares 2 Est. Cost $22.60 Unrealized -29.3%
LBRT LIBERTY ENERGY INC 0.0%
Value $19 Shares 1 Est. Cost $11.56 Unrealized +44.5%
FONR FONAR CORP 0.0%
Value $19 Shares 1 Est. Cost $15.53 Unrealized -2.9%
CHAI CORE AI HOLDINGS INC 0.0%
Value $12 Shares 7 Est. Cost $3.88 Unrealized 0.0%
NOK NOKIA CORP 0.0%
Value $7 Shares 1 Est. Cost $5.00 Unrealized
FFAI FARADAY FUTURE INTLGT ELEC I 0.0%
Value $6 Shares 5 Est. Cost $1.77 Unrealized -30.0%