QTR Family Wealth, LLC Diversified Active

CIK: 0002067954 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 29, 2025

Total Value ($000): $210,788 (100.0% shares, 0.0% debt)

Holdings (255)

NVDA NVIDIA CORPORATION 4.4%
Value ($000) $9,374 Shares 50,244 Est. Cost $132.18 Unrealized +31.9%
AAPL APPLE INC 4.0%
Value ($000) $8,475 Shares 33,283 Est. Cost $227.48 Unrealized -0.8%
MSFT MICROSOFT CORP 4.0%
Value ($000) $8,405 Shares 16,227 Est. Cost $422.62 Unrealized +20.4%
TSLA TESLA INC 3.3%
Value ($000) $6,989 Shares 15,716 Est. Cost $324.28 Unrealized +7.0%
IBIT ISHARES BITCOIN TRUST ETF 2.9%
Value ($000) $6,154 Shares 94,678 Est. Cost $57.02 Unrealized
GOOG ALPHABET INC 2.6%
Value ($000) $5,420 Shares 22,255 Est. Cost $182.50 Unrealized +15.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 2.5%
Value ($000) $5,222 Shares 52,320 Est. Cost $71.97 Unrealized
VOO VANGUARD INDEX FDS 2.4%
Value ($000) $5,085 Shares 8,303 Est. Cost $533.67 Unrealized
BHVN BIOHAVEN LTD 2.4%
Value ($000) $4,988 Shares 332,288 Est. Cost $35.26 Unrealized -58.7%
AMZN AMAZON COM INC 2.1%
Value ($000) $4,358 Shares 19,850 Est. Cost $212.95 Unrealized +6.3%
QQQ INVESCO QQQ TR 1.9%
Value ($000) $4,024 Shares 6,703 Est. Cost $496.25 Unrealized
BXSL BLACKSTONE SECD LENDING FD 1.9%
Value ($000) $3,991 Shares 153,101 Est. Cost $29.05 Unrealized -2.4%
PLTR PALANTIR TECHNOLOGIES INC 1.7%
Value ($000) $3,502 Shares 19,199 Est. Cost $92.98 Unrealized +74.3%
ABX ABACUS GLOBAL MGMT INC 1.7%
Value ($000) $3,481 Shares 607,530 Est. Cost $6.53 Unrealized -11.8%
AVGO BROADCOM INC 1.6%
Value ($000) $3,297 Shares 9,995 Est. Cost $217.53 Unrealized +40.6%
GOOGL ALPHABET INC 1.5%
Value ($000) $3,258 Shares 13,403 Est. Cost $182.26 Unrealized +14.8%
META META PLATFORMS INC 1.3%
Value ($000) $2,810 Shares 3,826 Est. Cost $659.95 Unrealized +12.6%
JAAA JANUS DETROIT STR TR 1.3%
Value ($000) $2,637 Shares 51,930 Est. Cost $50.71 Unrealized
JBBB JANUS DETROIT STR TR 1.2%
Value ($000) $2,571 Shares 53,363 Est. Cost $48.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $2,494 Shares 4,961 Est. Cost $490.06 Unrealized -1.2%
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $2,306 Shares 7,310 Est. Cost $257.77 Unrealized +14.8%
COWZ PACER FDS TR 1.0%
Value ($000) $2,024 Shares 35,214 Est. Cost $54.76 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $1,985 Shares 7,059 Est. Cost $167.75 Unrealized +51.5%
MSTR STRATEGY INC 0.9%
Value ($000) $1,970 Shares 6,113 Est. Cost $320.10 Unrealized +15.9%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,928 Shares 17,096 Est. Cost $107.00 Unrealized +2.5%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $1,752 Shares 20,975 Est. Cost $112.66 Unrealized -21.8%
WMT WALMART INC 0.8%
Value ($000) $1,600 Shares 15,526 Est. Cost $95.42 Unrealized +4.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $1,594 Shares 35,891 Est. Cost $43.84 Unrealized
JSI JANUS DETROIT STR TR 0.7%
Value ($000) $1,522 Shares 29,113 Est. Cost $52.35 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,466 Shares 31,703 Est. Cost $44.59 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $1,330 Shares 1,109 Est. Cost $96.27 Unrealized +26.8%
QQQE DIREXION SHS ETF TR 0.6%
Value ($000) $1,279 Shares 12,590 Est. Cost $87.19 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,256 Shares 13,418 Est. Cost $89.64 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,228 Shares 3,030 Est. Cost $374.78 Unrealized +3.8%
BCRX BIOCRYST PHARMACEUTICALS INC 0.6%
Value ($000) $1,193 Shares 157,137 Est. Cost $8.07 Unrealized +3.1%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value ($000) $1,151 Shares 2,347 Est. Cost $392.46 Unrealized +15.9%
V VISA INC 0.5%
Value ($000) $1,117 Shares 3,273 Est. Cost $339.30 Unrealized +1.7%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,065 Shares 5,745 Est. Cost $155.37 Unrealized +9.1%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,038 Shares 6,683 Est. Cost $148.41 Unrealized +2.6%
CGDG CAPITAL GROUP DIVIDEND GROWE 0.5%
Value ($000) $1,027 Shares 29,642 Est. Cost $31.42 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,025 Shares 1,538 Est. Cost $559.30 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $1,017 Shares 2,884 Est. Cost $395.79 Unrealized -9.4%
DIA SPDR DOW JONES INDL AVERAGE 0.5%
Value ($000) $1,002 Shares 2,160 Est. Cost $420.56 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $992 Shares 8,219 Est. Cost $92.82 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $981 Shares 1,285 Est. Cost $792.61 Unrealized -6.4%
BLK BLACKROCK INC 0.4%
Value ($000) $927 Shares 795 Est. Cost $968.87 Unrealized +14.4%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $912 Shares 5,452 Est. Cost $105.34 Unrealized +21.3%
BX BLACKSTONE INC 0.4%
Value ($000) $898 Shares 5,258 Est. Cost $155.91 Unrealized +8.7%
MRK MERCK & CO INC 0.4%
Value ($000) $863 Shares 10,279 Est. Cost $85.00 Unrealized -4.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $860 Shares 3,074 Est. Cost $222.15 Unrealized
NOBL PROSHARES TR 0.4%
Value ($000) $825 Shares 8,006 Est. Cost $102.18 Unrealized
SPXL DIREXION SHS ETF TR 0.4%
Value ($000) $823 Shares 3,886 Est. Cost $211.89 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $823 Shares 1,446 Est. Cost $550.99 Unrealized +4.1%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.4%
Value ($000) $811 Shares 5,571 Est. Cost $62.02 Unrealized +97.3%
ABBV ABBVIE INC 0.4%
Value ($000) $808 Shares 3,490 Est. Cost $190.42 Unrealized +6.1%
BAC BANK AMERICA CORP 0.4%
Value ($000) $799 Shares 15,487 Est. Cost $43.87 Unrealized +10.2%
XJUN FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $786 Shares 18,619 Est. Cost $38.49 Unrealized
CSM PROSHARES TR 0.4%
Value ($000) $768 Shares 10,029 Est. Cost $63.72 Unrealized
MCI BARINGS CORPORATE INVS 0.4%
Value ($000) $747 Shares 36,000 Est. Cost $20.76 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $747 Shares 4,863 Est. Cost $158.92 Unrealized -2.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $740 Shares 2,144 Est. Cost $394.28 Unrealized -24.2%
SIZE ISHARES TR 0.3%
Value ($000) $734 Shares 4,567 Est. Cost $145.43 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $686 Shares 3,733 Est. Cost $182.08 Unrealized +6.2%
CSCO CISCO SYS INC 0.3%
Value ($000) $669 Shares 9,772 Est. Cost $60.72 Unrealized +11.0%
XDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $653 Shares 16,284 Est. Cost $36.80 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $633 Shares 3,902 Est. Cost $146.19 Unrealized +13.0%
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $629 Shares 2,941 Est. Cost $178.22 Unrealized +12.4%
CALAMOS STRATEGIC TOTAL RETU 0.3%
Value ($000) $623 Shares 32,301 Est. Cost $19.29 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $622 Shares 14,339 Est. Cost $43.44 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $619 Shares 5,397 Est. Cost $103.09 Unrealized
RBLX ROBLOX CORP 0.3%
Value ($000) $616 Shares 4,446 Est. Cost $79.69 Unrealized +55.9%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $604 Shares 652 Est. Cost $976.98 Unrealized -2.1%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $603 Shares 4,138 Est. Cost $93.78 Unrealized +37.3%
VPU VANGUARD WORLD FD 0.3%
Value ($000) $603 Shares 3,182 Est. Cost $170.79 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $596 Shares 1,747 Est. Cost $294.08 Unrealized +6.7%
MAR MARRIOTT INTL INC NEW 0.3%
Value ($000) $591 Shares 2,270 Est. Cost $265.87 Unrealized +0.6%
RDVI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $590 Shares 22,832 Est. Cost $23.77 Unrealized
ASCE ALLSPRING EXCHANGE TRADED FU 0.3%
Value ($000) $590 Shares 22,359 Est. Cost $26.38 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $589 Shares 20,802 Est. Cost $26.79 Unrealized +0.7%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $585 Shares 2,368 Est. Cost $244.92 Unrealized -5.4%
INTC INTEL CORP 0.3%
Value ($000) $569 Shares 16,956 Est. Cost $24.23 Unrealized 0.0%
PSX PHILLIPS 66 0.3%
Value ($000) $564 Shares 4,146 Est. Cost $121.53 Unrealized +4.0%
LOW LOWES COS INC 0.3%
Value ($000) $546 Shares 2,173 Est. Cost $242.49 Unrealized +0.7%
PEP PEPSICO INC 0.3%
Value ($000) $546 Shares 3,888 Est. Cost $136.31 Unrealized +3.0%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $527 Shares 3,019 Est. Cost $160.52 Unrealized
MPV BARINGS PARTN INVS 0.2%
Value ($000) $524 Shares 26,000 Est. Cost $20.15 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $523 Shares 13,339 Est. Cost $36.75 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $520 Shares 2,589 Est. Cost $181.39 Unrealized +7.9%
EFAV ISHARES TR 0.2%
Value ($000) $520 Shares 6,132 Est. Cost $77.92 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $514 Shares 3,090 Est. Cost $158.83 Unrealized -1.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $497 Shares 2,873 Est. Cost $158.55 Unrealized +6.4%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $490 Shares 4,997 Est. Cost $76.42 Unrealized +22.4%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $482 Shares 2,138 Est. Cost $196.05 Unrealized +9.5%
ZS ZSCALER INC 0.2%
Value ($000) $478 Shares 1,597 Est. Cost $269.30 Unrealized +5.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $476 Shares 997 Est. Cost $362.19 Unrealized +17.4%
WELL WELLTOWER INC 0.2%
Value ($000) $458 Shares 2,573 Est. Cost $146.94 Unrealized +11.2%
CB CHUBB LIMITED 0.2%
Value ($000) $456 Shares 1,614 Est. Cost $281.56 Unrealized -2.3%
GE GE AEROSPACE 0.2%
Value ($000) $454 Shares 1,509 Est. Cost $242.32 Unrealized +12.5%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $454 Shares 2,804 Est. Cost $111.19 Unrealized +45.1%
ABT ABBOTT LABS 0.2%
Value ($000) $446 Shares 3,329 Est. Cost $126.40 Unrealized +3.3%
CRM SALESFORCE INC 0.2%
Value ($000) $445 Shares 1,876 Est. Cost $287.31 Unrealized -12.5%
EVLN MORGAN STANLEY ETF TRUST 0.2%
Value ($000) $440 Shares 8,854 Est. Cost $49.53 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $439 Shares 1,860 Est. Cost $228.30 Unrealized 0.0%
OVL LISTED FDS TR 0.2%
Value ($000) $435 Shares 8,318 Est. Cost $43.79 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $434 Shares 8,805 Est. Cost $49.31 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $430 Shares 2,567 Est. Cost $128.97 Unrealized +19.6%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $429 Shares 3,909 Est. Cost $103.60 Unrealized
ONON ON HLDG AG 0.2%
Value ($000) $428 Shares 10,114 Est. Cost $52.56 Unrealized -9.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $425 Shares 851 Est. Cost $450.58 Unrealized -0.5%
IWM ISHARES TR 0.2%
Value ($000) $425 Shares 1,755 Est. Cost $199.48 Unrealized
XISE FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $424 Shares 14,019 Est. Cost $30.05 Unrealized
T AT&T INC 0.2%
Value ($000) $421 Shares 14,895 Est. Cost $24.35 Unrealized +15.3%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $419 Shares 9,282 Est. Cost $52.98 Unrealized -14.1%
TEM TEMPUS AI INC 0.2%
Value ($000) $414 Shares 5,127 Est. Cost $59.54 Unrealized +17.6%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $413 Shares 1,676 Est. Cost $279.63 Unrealized -6.8%
VSDA VICTORY PORTFOLIOS II 0.2%
Value ($000) $404 Shares 7,547 Est. Cost $51.68 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $400 Shares 2,349 Est. Cost $128.38 Unrealized +15.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $396 Shares 5,993 Est. Cost $52.49 Unrealized +17.0%
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $395 Shares 10,558 Est. Cost $38.00 Unrealized +16.7%
GM GENERAL MTRS CO 0.2%
Value ($000) $385 Shares 6,321 Est. Cost $55.55 Unrealized 0.0%
COHEN & STEERS REIT & PFD & 0.2%
Value ($000) $382 Shares 17,000 Est. Cost $22.48 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $377 Shares 4,316 Est. Cost $75.64 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $374 Shares 2,954 Est. Cost $143.28 Unrealized -4.3%
APP APPLOVIN CORP 0.2%
Value ($000) $374 Shares 521 Est. Cost $344.61 Unrealized +33.8%
IHDG WISDOMTREE TR 0.2%
Value ($000) $371 Shares 8,052 Est. Cost $43.40 Unrealized
QDPL PACER FDS TR 0.2%
Value ($000) $370 Shares 8,831 Est. Cost $36.52 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $364 Shares 1,289 Est. Cost $242.74 Unrealized +6.9%
PCG PG&E CORP 0.2%
Value ($000) $363 Shares 24,083 Est. Cost $14.52 Unrealized 0.0%
VRSN VERISIGN INC 0.2%
Value ($000) $360 Shares 1,288 Est. Cost $278.13 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $356 Shares 3,763 Est. Cost $94.50 Unrealized -1.3%
FAST FASTENAL CO 0.2%
Value ($000) $354 Shares 7,228 Est. Cost $38.43 Unrealized +22.1%
XSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $354 Shares 8,508 Est. Cost $38.67 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $347 Shares 822 Est. Cost $324.47 Unrealized +17.3%
RSPS INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $347 Shares 11,882 Est. Cost $30.82 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $346 Shares 4,108 Est. Cost $69.39 Unrealized 0.0%
INVESCO SR INCOME TR 0.2%
Value ($000) $346 Shares 100,000 Est. Cost $3.46 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $345 Shares 2,168 Est. Cost $124.59 Unrealized +17.5%
JBHT HUNT J B TRANS SVCS INC 0.2%
Value ($000) $339 Shares 2,527 Est. Cost $143.22 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC 0.2%
Value ($000) $336 Shares 4,078 Est. Cost $78.02 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $336 Shares 9,769 Est. Cost $39.38 Unrealized -12.8%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $336 Shares 1,202 Est. Cost $251.55 Unrealized +5.7%
VEEV VEEVA SYS INC 0.2%
Value ($000) $335 Shares 1,126 Est. Cost $281.43 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $335 Shares 1,646 Est. Cost $186.96 Unrealized +2.4%
RDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $334 Shares 4,959 Est. Cost $58.54 Unrealized
LYFT LYFT INC 0.2%
Value ($000) $333 Shares 15,125 Est. Cost $16.73 Unrealized 0.0%
ABNB AIRBNB INC 0.2%
Value ($000) $332 Shares 2,735 Est. Cost $129.37 Unrealized 0.0%
FAD FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $332 Shares 2,066 Est. Cost $129.35 Unrealized
BLACKROCK FLOATING RATE INC 0.2%
Value ($000) $328 Shares 27,000 Est. Cost $12.15 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $328 Shares 2,861 Est. Cost $102.81 Unrealized +13.8%
EG EVEREST GROUP LTD 0.2%
Value ($000) $326 Shares 931 Est. Cost $337.63 Unrealized 0.0%
XNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $319 Shares 8,716 Est. Cost $33.69 Unrealized
XIDE FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $315 Shares 10,378 Est. Cost $30.00 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value ($000) $315 Shares 7,976 Est. Cost $36.52 Unrealized 0.0%
FYX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $314 Shares 2,879 Est. Cost $90.40 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $314 Shares 1,532 Est. Cost $162.93 Unrealized +11.0%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $308 Shares 373 Est. Cost $677.11 Unrealized 0.0%
INCY INCYTE CORP 0.1%
Value ($000) $305 Shares 3,597 Est. Cost $79.04 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $304 Shares 1,014 Est. Cost $238.99 Unrealized +15.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $304 Shares 822 Est. Cost $376.90 Unrealized +2.0%
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $303 Shares 1,586 Est. Cost $184.06 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $303 Shares 809 Est. Cost $306.71 Unrealized +18.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $302 Shares 56 Est. Cost $5262.05 Unrealized +5.7%
IWF ISHARES TR 0.1%
Value ($000) $298 Shares 637 Est. Cost $361.19 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $297 Shares 626 Est. Cost $470.63 Unrealized 0.0%
IPKW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $297 Shares 5,630 Est. Cost $45.66 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $296 Shares 1,204 Est. Cost $229.08 Unrealized 0.0%
IAT ISHARES TR 0.1%
Value ($000) $292 Shares 5,567 Est. Cost $46.63 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $291 Shares 1,991 Est. Cost $154.95 Unrealized -2.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $290 Shares 1,038 Est. Cost $230.73 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $287 Shares 4,631 Est. Cost $54.86 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $286 Shares 5,177 Est. Cost $53.10 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $285 Shares 409 Est. Cost $647.03 Unrealized +8.1%
NTNX NUTANIX INC 0.1%
Value ($000) $282 Shares 3,787 Est. Cost $73.39 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $281 Shares 546 Est. Cost $436.60 Unrealized 0.0%
NCDL NUVEEN CHURCHILL DIRECT LEND 0.1%
Value ($000) $281 Shares 20,336 Est. Cost $15.00 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $281 Shares 1,941 Est. Cost $132.28 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $280 Shares 584 Est. Cost $370.57 Unrealized
ADT ADT INC DEL 0.1%
Value ($000) $279 Shares 31,992 Est. Cost $8.48 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $278 Shares 609 Est. Cost $407.20 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $276 Shares 6,575 Est. Cost $36.23 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $275 Shares 10,798 Est. Cost $24.14 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $274 Shares 1,164 Est. Cost $232.20 Unrealized +1.2%
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $273 Shares 10,020 Est. Cost $26.68 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $270 Shares 1,240 Est. Cost $204.01 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $267 Shares 2,474 Est. Cost $100.52 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $266 Shares 114 Est. Cost $1984.94 Unrealized +20.9%
OVV OVINTIV INC 0.1%
Value ($000) $266 Shares 6,581 Est. Cost $40.79 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $265 Shares 1,978 Est. Cost $105.52 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $259 Shares 281 Est. Cost $188.66 Unrealized -1.0%
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $259 Shares 895 Est. Cost $281.51 Unrealized 0.0%
F FORD MTR CO 0.1%
Value ($000) $258 Shares 21,557 Est. Cost $9.24 Unrealized +22.6%
C CITIGROUP INC 0.1%
Value ($000) $258 Shares 2,539 Est. Cost $94.11 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $257 Shares 4,500 Est. Cost $57.14 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $255 Shares 3,372 Est. Cost $70.01 Unrealized 0.0%
ICOW PACER FDS TR 0.1%
Value ($000) $254 Shares 6,983 Est. Cost $31.41 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $253 Shares 3,817 Est. Cost $69.45 Unrealized -2.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $251 Shares 825 Est. Cost $303.25 Unrealized -0.6%
MMM 3M CO 0.1%
Value ($000) $249 Shares 1,605 Est. Cost $153.11 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $249 Shares 58 Est. Cost $4011.66 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $248 Shares 880 Est. Cost $286.37 Unrealized +0.1%
BIIB BIOGEN INC 0.1%
Value ($000) $247 Shares 1,760 Est. Cost $135.17 Unrealized 0.0%
NET CLOUDFLARE INC 0.1%
Value ($000) $245 Shares 1,140 Est. Cost $146.89 Unrealized +39.0%
REGL PROSHARES TR 0.1%
Value ($000) $243 Shares 2,846 Est. Cost $80.65 Unrealized
HIMU BLACKROCK ETF TRUST II 0.1%
Value ($000) $240 Shares 4,884 Est. Cost $49.53 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL 0.1%
Value ($000) $240 Shares 7,106 Est. Cost $32.92 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $239 Shares 392 Est. Cost $563.27 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value ($000) $237 Shares 1,163 Est. Cost $188.22 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $236 Shares 663 Est. Cost $288.14 Unrealized
STE STERIS PLC 0.1%
Value ($000) $234 Shares 947 Est. Cost $238.92 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $234 Shares 11,105 Est. Cost $21.47 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $234 Shares 412 Est. Cost $562.63 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $233 Shares 4,594 Est. Cost $50.42 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $231 Shares 1,625 Est. Cost $110.71 Unrealized +24.4%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $231 Shares 1,641 Est. Cost $140.84 Unrealized -0.2%
TMUS T-MOBILE US INC 0.1%
Value ($000) $231 Shares 966 Est. Cost $241.42 Unrealized -0.5%
CME CME GROUP INC 0.1%
Value ($000) $231 Shares 854 Est. Cost $269.86 Unrealized 0.0%
GEV GE VERNOVA INC 0.1%
Value ($000) $231 Shares 375 Est. Cost $605.52 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $230 Shares 814 Est. Cost $253.16 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $228 Shares 2,052 Est. Cost $100.72 Unrealized +11.5%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $227 Shares 403 Est. Cost $564.28 Unrealized 0.0%
BWA BORGWARNER INC 0.1%
Value ($000) $227 Shares 5,154 Est. Cost $39.71 Unrealized 0.0%
TPR TAPESTRY INC 0.1%
Value ($000) $227 Shares 2,001 Est. Cost $104.00 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $226 Shares 6,458 Est. Cost $33.63 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION 0.1%
Value ($000) $226 Shares 1,417 Est. Cost $180.93 Unrealized 0.0%
ORI OLD REP INTL CORP 0.1%
Value ($000) $226 Shares 5,326 Est. Cost $36.04 Unrealized 0.0%
MOS MOSAIC CO NEW 0.1%
Value ($000) $225 Shares 6,494 Est. Cost $33.96 Unrealized 0.0%
EFA ISHARES TR 0.1%
Value ($000) $225 Shares 2,407 Est. Cost $89.39 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $222 Shares 9,000 Est. Cost $24.24 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $222 Shares 2,084 Est. Cost $105.26 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $222 Shares 2,621 Est. Cost $99.48 Unrealized -11.0%
CNC CENTENE CORP DEL 0.1%
Value ($000) $221 Shares 6,204 Est. Cost $30.20 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $219 Shares 3,075 Est. Cost $64.19 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $212 Shares 3,511 Est. Cost $55.11 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $211 Shares 3,723 Est. Cost $56.83 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $210 Shares 987 Est. Cost $217.80 Unrealized 0.0%
MLI MUELLER INDS INC 0.1%
Value ($000) $208 Shares 2,058 Est. Cost $91.43 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $208 Shares 988 Est. Cost $207.11 Unrealized 0.0%
COR CENCORA INC 0.1%
Value ($000) $207 Shares 664 Est. Cost $293.50 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $206 Shares 8,394 Est. Cost $21.87 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $206 Shares 1,087 Est. Cost $181.84 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $205 Shares 1,100 Est. Cost $172.74 Unrealized
ARES DYNAMIC CR ALLOCATION F 0.1%
Value ($000) $204 Shares 14,500 Est. Cost $14.07 Unrealized
DASH DOORDASH INC 0.1%
Value ($000) $204 Shares 750 Est. Cost $250.83 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $203 Shares 1,449 Est. Cost $135.50 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $203 Shares 2,031 Est. Cost $105.15 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $202 Shares 776 Est. Cost $257.33 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $202 Shares 741 Est. Cost $285.50 Unrealized 0.0%
SMH VANECK ETF TRUST 0.1%
Value ($000) $202 Shares 617 Est. Cost $326.59 Unrealized
NTRA NATERA INC 0.1%
Value ($000) $200 Shares 1,245 Est. Cost $158.20 Unrealized 0.0%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $166 Shares 17,491 Est. Cost $9.58 Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $154 Shares 15,567 Est. Cost $9.80 Unrealized -2.4%
ATON ALPHATON CAPITAL CORP 0.0%
Value ($000) $104 Shares 19,272 Est. Cost $9.25 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $94 Shares 12,413 Est. Cost $6.26 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $55 Shares 10,804 Est. Cost $5.07 Unrealized
INTENSITY THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 17,420 Est. Cost $1.97 Unrealized