QTR Family Wealth, LLC Diversified Active

CIK: 0002067954 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 18, 2025

Total Value ($000): $161,470 (100.0% shares, 0.0% debt)

Holdings (186)

NVDA NVIDIA CORPORATION 4.3%
Value ($000) $6,995 Shares 44,275 Est. Cost $126.50 Unrealized -0.5%
MSFT MICROSOFT CORP 4.3%
Value ($000) $6,973 Shares 14,018 Est. Cost $409.06 Unrealized +5.7%
AAPL APPLE INC 3.8%
Value ($000) $6,177 Shares 30,105 Est. Cost $227.68 Unrealized -11.5%
IBIT ISHARES BITCOIN TRUST ETF 3.4%
Value ($000) $5,546 Shares 90,599 Est. Cost $56.66 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 3.0%
Value ($000) $4,903 Shares 52,163 Est. Cost $71.97 Unrealized
VOO VANGUARD INDEX FDS 3.0%
Value ($000) $4,857 Shares 8,551 Est. Cost $533.67 Unrealized
BHVN BIOHAVEN LTD 2.9%
Value ($000) $4,687 Shares 332,147 Est. Cost $35.26 Unrealized -49.5%
TSLA TESLA INC 2.9%
Value ($000) $4,618 Shares 14,537 Est. Cost $322.45 Unrealized -6.6%
QQQ INVESCO QQQ TR 2.7%
Value ($000) $4,282 Shares 7,763 Est. Cost $496.25 Unrealized
GOOG ALPHABET INC 2.3%
Value ($000) $3,780 Shares 21,310 Est. Cost $181.28 Unrealized -9.1%
AMZN AMAZON COM INC 2.3%
Value ($000) $3,774 Shares 17,201 Est. Cost $210.89 Unrealized -6.2%
JAAA JANUS DETROIT STR TR 1.7%
Value ($000) $2,758 Shares 54,339 Est. Cost $50.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.6%
Value ($000) $2,600 Shares 19,073 Est. Cost $92.98 Unrealized +26.1%
AVGO BROADCOM INC 1.6%
Value ($000) $2,544 Shares 9,228 Est. Cost $210.20 Unrealized +2.7%
JBBB JANUS DETROIT STR TR 1.6%
Value ($000) $2,525 Shares 52,384 Est. Cost $48.63 Unrealized
BXSL BLACKSTONE SECD LENDING FD 1.6%
Value ($000) $2,521 Shares 81,970 Est. Cost $29.65 Unrealized -5.2%
MSTR MICROSTRATEGY INC 1.5%
Value ($000) $2,351 Shares 5,817 Est. Cost $317.51 Unrealized +14.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $2,222 Shares 4,574 Est. Cost $490.54 Unrealized +3.5%
META META PLATFORMS INC 1.4%
Value ($000) $2,206 Shares 2,989 Est. Cost $636.63 Unrealized -3.1%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $2,176 Shares 21,558 Est. Cost $112.66 Unrealized -16.5%
COWZ PACER FDS TR 1.3%
Value ($000) $2,092 Shares 37,959 Est. Cost $54.76 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $2,069 Shares 11,743 Est. Cost $178.45 Unrealized -8.5%
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $1,807 Shares 6,234 Est. Cost $251.18 Unrealized +0.6%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,680 Shares 15,581 Est. Cost $106.74 Unrealized -2.1%
ABX ABACUS GLOBAL MGMT INC 1.0%
Value ($000) $1,666 Shares 324,124 Est. Cost $7.20 Unrealized -0.5%
FIXD FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $1,641 Shares 37,393 Est. Cost $43.84 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,465 Shares 32,774 Est. Cost $44.59 Unrealized
JSI JANUS DETROIT STR TR 0.9%
Value ($000) $1,462 Shares 27,790 Est. Cost $52.35 Unrealized
QQQE DIREXION SHS ETF TR 0.9%
Value ($000) $1,444 Shares 14,685 Est. Cost $87.19 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $1,439 Shares 6,581 Est. Cost $161.47 Unrealized -0.4%
NFLX NETFLIX INC 0.9%
Value ($000) $1,421 Shares 1,061 Est. Cost $95.10 Unrealized +18.9%
BCRX BIOCRYST PHARMACEUTICALS INC 0.8%
Value ($000) $1,362 Shares 151,986 Est. Cost $8.07 Unrealized +15.5%
FTCS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,331 Shares 14,649 Est. Cost $89.64 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $1,155 Shares 2,267 Est. Cost $390.26 Unrealized +11.1%
V VISA INC 0.7%
Value ($000) $1,072 Shares 3,019 Est. Cost $338.81 Unrealized +2.4%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $959 Shares 1,553 Est. Cost $559.30 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.6%
Value ($000) $952 Shares 28,311 Est. Cost $31.26 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.6%
Value ($000) $951 Shares 2,158 Est. Cost $420.56 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $943 Shares 2,572 Est. Cost $372.22 Unrealized -4.4%
WMT WALMART INC 0.6%
Value ($000) $920 Shares 9,410 Est. Cost $92.95 Unrealized +2.0%
IVW ISHARES TR 0.6%
Value ($000) $911 Shares 8,276 Est. Cost $92.82 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $868 Shares 3,222 Est. Cost $222.15 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $852 Shares 20,754 Est. Cost $38.49 Unrealized
NOBL PROSHARES TR 0.5%
Value ($000) $833 Shares 8,273 Est. Cost $102.18 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $801 Shares 5,594 Est. Cost $147.66 Unrealized -7.2%
BLK BLACKROCK INC 0.5%
Value ($000) $795 Shares 757 Est. Cost $961.85 Unrealized -3.0%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $776 Shares 4,261 Est. Cost $146.19 Unrealized +14.5%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $767 Shares 3,695 Est. Cost $181.97 Unrealized -4.2%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $765 Shares 773 Est. Cost $976.98 Unrealized +1.4%
SIZE ISHARES TR 0.5%
Value ($000) $740 Shares 4,786 Est. Cost $145.43 Unrealized
CSM PROSHARES TR 0.4%
Value ($000) $725 Shares 10,293 Est. Cost $63.72 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $716 Shares 4,686 Est. Cost $152.18 Unrealized -0.9%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.4%
Value ($000) $687 Shares 7,415 Est. Cost $62.02 Unrealized -6.0%
XDEC FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $648 Shares 16,691 Est. Cost $36.80 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $639 Shares 4,271 Est. Cost $152.77 Unrealized -11.6%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $638 Shares 1,136 Est. Cost $544.86 Unrealized +1.2%
LLY ELI LILLY & CO 0.4%
Value ($000) $631 Shares 810 Est. Cost $822.15 Unrealized -5.9%
BAC BANK AMERICA CORP 0.4%
Value ($000) $631 Shares 13,335 Est. Cost $43.15 Unrealized -3.9%
CSCO CISCO SYS INC 0.4%
Value ($000) $621 Shares 8,954 Est. Cost $60.11 Unrealized +0.5%
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $619 Shares 2,265 Est. Cost $265.87 Unrealized -6.3%
EQWL INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $614 Shares 5,580 Est. Cost $103.09 Unrealized
CALF PACER FDS TR 0.4%
Value ($000) $612 Shares 15,377 Est. Cost $37.50 Unrealized
PGR PROGRESSIVE CORP 0.4%
Value ($000) $608 Shares 2,280 Est. Cost $245.43 Unrealized +4.9%
RDVI FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $603 Shares 24,418 Est. Cost $23.77 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $598 Shares 14,277 Est. Cost $43.44 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $590 Shares 1,524 Est. Cost $428.84 Unrealized -10.1%
VPU VANGUARD WORLD FD 0.4%
Value ($000) $570 Shares 3,231 Est. Cost $170.79 Unrealized
ONON ON HLDG AG 0.3%
Value ($000) $555 Shares 10,667 Est. Cost $52.56 Unrealized -3.1%
ABT ABBOTT LABS 0.3%
Value ($000) $550 Shares 4,045 Est. Cost $126.40 Unrealized +3.3%
EFAV ISHARES TR 0.3%
Value ($000) $549 Shares 6,537 Est. Cost $77.92 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $548 Shares 3,333 Est. Cost $160.52 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $547 Shares 2,946 Est. Cost $188.29 Unrealized -3.0%
XMAR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $518 Shares 13,517 Est. Cost $36.75 Unrealized
OVL LISTED FDS TR 0.3%
Value ($000) $511 Shares 10,573 Est. Cost $43.79 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $501 Shares 6,334 Est. Cost $87.49 Unrealized -11.5%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $499 Shares 2,864 Est. Cost $158.55 Unrealized +1.0%
CRM SALESFORCE INC 0.3%
Value ($000) $484 Shares 1,775 Est. Cost $289.35 Unrealized -8.1%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $469 Shares 3,807 Est. Cost $95.62 Unrealized -2.5%
IWM ISHARES TR 0.3%
Value ($000) $468 Shares 2,169 Est. Cost $199.48 Unrealized
QDPL PACER FDS TR 0.3%
Value ($000) $461 Shares 11,681 Est. Cost $36.52 Unrealized
RBLX ROBLOX CORP 0.3%
Value ($000) $456 Shares 4,335 Est. Cost $78.55 Unrealized 0.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $452 Shares 3,107 Est. Cost $143.28 Unrealized +3.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $446 Shares 2,801 Est. Cost $159.00 Unrealized -8.8%
VSDA VICTORY PORTFOLIOS II 0.3%
Value ($000) $446 Shares 8,611 Est. Cost $51.68 Unrealized
T AT&T INC 0.3%
Value ($000) $445 Shares 15,378 Est. Cost $24.35 Unrealized +10.7%
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $434 Shares 4,183 Est. Cost $103.60 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $427 Shares 3,008 Est. Cost $111.19 Unrealized -2.1%
XISE FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $427 Shares 14,019 Est. Cost $30.05 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $423 Shares 14,380 Est. Cost $26.70 Unrealized +0.2%
EVLN MORGAN STANLEY ETF TRUST 0.3%
Value ($000) $415 Shares 8,324 Est. Cost $49.53 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $413 Shares 4,429 Est. Cost $74.22 Unrealized +10.9%
IEFA ISHARES TR 0.2%
Value ($000) $397 Shares 4,759 Est. Cost $75.64 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $396 Shares 854 Est. Cost $450.58 Unrealized +1.9%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $395 Shares 8,541 Est. Cost $53.63 Unrealized -12.0%
LOW LOWES COS INC 0.2%
Value ($000) $386 Shares 1,738 Est. Cost $242.06 Unrealized -8.9%
XSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $381 Shares 9,394 Est. Cost $38.67 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $377 Shares 14,192 Est. Cost $26.68 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $375 Shares 12,514 Est. Cost $30.82 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $374 Shares 1,200 Est. Cost $469.28 Unrealized -20.1%
IHDG WISDOMTREE TR 0.2%
Value ($000) $369 Shares 8,200 Est. Cost $43.40 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $363 Shares 2,924 Est. Cost $102.81 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $351 Shares 3,427 Est. Cost $86.52 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $344 Shares 2,160 Est. Cost $163.95 Unrealized -1.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $344 Shares 1,167 Est. Cost $240.99 Unrealized +5.3%
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $338 Shares 7,891 Est. Cost $35.86 Unrealized 0.0%
RTX RTX CORPORATION 0.2%
Value ($000) $331 Shares 2,267 Est. Cost $125.62 Unrealized +4.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $329 Shares 849 Est. Cost $351.18 Unrealized -5.8%
IAT ISHARES TR 0.2%
Value ($000) $328 Shares 6,624 Est. Cost $46.63 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $321 Shares 5,470 Est. Cost $51.64 Unrealized +8.3%
FAD FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $319 Shares 2,171 Est. Cost $129.35 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $319 Shares 750 Est. Cost $361.19 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $317 Shares 801 Est. Cost $376.70 Unrealized -1.4%
PSX PHILLIPS 66 0.2%
Value ($000) $316 Shares 2,646 Est. Cost $118.78 Unrealized -7.8%
XIDE FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $315 Shares 10,378 Est. Cost $30.00 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $314 Shares 2,333 Est. Cost $128.38 Unrealized -4.7%
RDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $313 Shares 4,988 Est. Cost $58.54 Unrealized
XNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $310 Shares 8,716 Est. Cost $33.69 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $310 Shares 15,166 Est. Cost $21.47 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $304 Shares 8,996 Est. Cost $39.81 Unrealized -14.8%
NOW SERVICENOW INC 0.2%
Value ($000) $303 Shares 295 Est. Cost $188.66 Unrealized 0.0%
FAST FASTENAL CO 0.2%
Value ($000) $303 Shares 7,213 Est. Cost $38.43 Unrealized +4.4%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $301 Shares 115 Est. Cost $1984.94 Unrealized +17.7%
FYX FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $293 Shares 3,012 Est. Cost $90.40 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $292 Shares 3,254 Est. Cost $94.69 Unrealized -7.0%
WELL WELLTOWER INC 0.2%
Value ($000) $292 Shares 1,897 Est. Cost $141.07 Unrealized +4.8%
ETN EATON CORP PLC 0.2%
Value ($000) $288 Shares 808 Est. Cost $306.71 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $285 Shares 372 Est. Cost $641.84 Unrealized 0.0%
IPKW INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $284 Shares 5,840 Est. Cost $45.66 Unrealized
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $281 Shares 1,668 Est. Cost $161.40 Unrealized 0.0%
FV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $274 Shares 4,626 Est. Cost $54.86 Unrealized
TEM TEMPUS AI INC 0.2%
Value ($000) $269 Shares 4,238 Est. Cost $57.34 Unrealized 0.0%
F FORD MTR CO 0.2%
Value ($000) $265 Shares 24,439 Est. Cost $9.24 Unrealized +6.8%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $263 Shares 1,177 Est. Cost $180.80 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $263 Shares 1,283 Est. Cost $185.70 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $262 Shares 1,859 Est. Cost $120.96 Unrealized 0.0%
ICOW PACER FDS TR 0.2%
Value ($000) $259 Shares 7,597 Est. Cost $31.41 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $257 Shares 1,003 Est. Cost $238.58 Unrealized -2.3%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $256 Shares 584 Est. Cost $370.57 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $256 Shares 4,500 Est. Cost $57.14 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $252 Shares 871 Est. Cost $286.98 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $251 Shares 938 Est. Cost $247.51 Unrealized +5.3%
IWD ISHARES TR 0.2%
Value ($000) $249 Shares 1,280 Est. Cost $188.22 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $248 Shares 2,704 Est. Cost $99.48 Unrealized -14.4%
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $243 Shares 4,336 Est. Cost $53.00 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $243 Shares 832 Est. Cost $272.45 Unrealized 0.0%
REGL PROSHARES TR 0.1%
Value ($000) $241 Shares 2,959 Est. Cost $80.65 Unrealized
IOT SAMSARA INC 0.1%
Value ($000) $241 Shares 6,053 Est. Cost $46.57 Unrealized -11.3%
HIMU BLACKROCK ETF TRUST II 0.1%
Value ($000) $236 Shares 4,853 Est. Cost $49.53 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $236 Shares 5,966 Est. Cost $35.64 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $235 Shares 1,748 Est. Cost $110.71 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $235 Shares 841 Est. Cost $286.36 Unrealized -3.0%
CGIE CAPITAL GROUP INTERNATIONAL 0.1%
Value ($000) $234 Shares 7,107 Est. Cost $32.92 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $234 Shares 961 Est. Cost $231.60 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $233 Shares 1,248 Est. Cost $165.97 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $227 Shares 4,563 Est. Cost $50.42 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $227 Shares 2,049 Est. Cost $100.72 Unrealized +3.6%
USTB VICTORY PORTFOLIOS II 0.1%
Value ($000) $226 Shares 4,446 Est. Cost $50.65 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $225 Shares 754 Est. Cost $302.88 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $225 Shares 1,705 Est. Cost $131.03 Unrealized 0.0%
ZS ZSCALER INC 0.1%
Value ($000) $221 Shares 705 Est. Cost $249.30 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $221 Shares 3,117 Est. Cost $69.79 Unrealized 0.0%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $220 Shares 9,000 Est. Cost $24.24 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $219 Shares 1,241 Est. Cost $172.74 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $218 Shares 847 Est. Cost $218.59 Unrealized 0.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $218 Shares 913 Est. Cost $241.48 Unrealized 0.0%
NET CLOUDFLARE INC 0.1%
Value ($000) $217 Shares 1,107 Est. Cost $145.18 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $216 Shares 955 Est. Cost $226.51 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $215 Shares 2,407 Est. Cost $89.39 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $215 Shares 1,172 Est. Cost $157.45 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $213 Shares 420 Est. Cost $484.68 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $209 Shares 1,977 Est. Cost $100.89 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $209 Shares 714 Est. Cost $303.54 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $208 Shares 36 Est. Cost $5094.53 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 814 Est. Cost $253.16 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $205 Shares 586 Est. Cost $344.61 Unrealized -5.9%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $205 Shares 1,390 Est. Cost $140.89 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $202 Shares 663 Est. Cost $288.14 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $202 Shares 616 Est. Cost $305.67 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $200 Shares 1,285 Est. Cost $157.38 Unrealized 0.0%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $169 Shares 17,383 Est. Cost $9.58 Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $123 Shares 13,774 Est. Cost $9.83 Unrealized -16.6%
CALAMOS CONV & HIGH INCOME F 0.1%
Value ($000) $118 Shares 10,748 Est. Cost $10.10 Unrealized
ATON PORTAGE BIOTECH INC 0.1%
Value ($000) $106 Shares 19,272 Est. Cost $9.25 Unrealized
PIMCO STRATEGIC INCOME FD 0.1%
Value ($000) $85 Shares 12,276 Est. Cost $6.25 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $74 Shares 18,504 Est. Cost $3.98 Unrealized
INTENSITY THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 17,420 Est. Cost $1.97 Unrealized