J. Derek Lewis & Associates Inc. Diversified Active

Location: NEWPORT BEACH, CA

CIK: 0002077884 · Show all filings

Period: Q4 2025

Filing Date: Mar 23, 2026

Total Value ($000): $426,922 (100.0% shares, 0.0% debt)

Holdings (209)

CGBL CAPITAL GROUP CORE BALANCED 9.5%
Value ($000) $40,500 Shares 1,146,334 Est. Cost $35.33 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 7.4%
Value ($000) $31,393 Shares 719,370 Est. Cost $43.64 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 4.9%
Value ($000) $20,947 Shares 471,036 Est. Cost $44.47 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 4.8%
Value ($000) $20,504 Shares 748,857 Est. Cost $27.38 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 4.7%
Value ($000) $20,245 Shares 584,262 Est. Cost $34.65 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 4.7%
Value ($000) $20,077 Shares 563,341 Est. Cost $35.64 Unrealized
AAPL APPLE INC 4.4%
Value ($000) $18,936 Shares 69,651 Est. Cost $268.34 Unrealized 0.0%
TSLA TESLA INC 4.3%
Value ($000) $18,466 Shares 41,060 Est. Cost $443.29 Unrealized 0.0%
CGMS CAPITAL GRP FIXED INCM ETF T 4.0%
Value ($000) $17,032 Shares 616,657 Est. Cost $27.62 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 3.4%
Value ($000) $14,387 Shares 635,488 Est. Cost $22.64 Unrealized
CGHM CAPITAL GRP FIXED INCM ETF T 3.1%
Value ($000) $13,436 Shares 527,322 Est. Cost $25.48 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 2.6%
Value ($000) $10,950 Shares 272,179 Est. Cost $40.23 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 2.4%
Value ($000) $10,157 Shares 382,991 Est. Cost $26.52 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE E 2.0%
Value ($000) $8,483 Shares 278,205 Est. Cost $30.49 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,883 Shares 16,299 Est. Cost $500.58 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $5,213 Shares 27,953 Est. Cost $186.13 Unrealized 0.0%
CGMM CAPITAL GROUP EQUITY ETF TR 1.2%
Value ($000) $4,930 Shares 170,927 Est. Cost $28.84 Unrealized
AVGO BROADCOM INC 1.0%
Value ($000) $4,251 Shares 12,283 Est. Cost $357.00 Unrealized 0.0%
ABBV ABBVIE INC 1.0%
Value ($000) $4,173 Shares 18,264 Est. Cost $227.54 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,106 Shares 144,171 Est. Cost $28.48 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $4,008 Shares 12,802 Est. Cost $285.60 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $3,924 Shares 4,551 Est. Cost $905.73 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP 0.9%
Value ($000) $3,915 Shares 1,864,180 Est. Cost $2.45 Unrealized 0.0%
CGIC CAPITAL GROUP INTERNATIONAL 0.9%
Value ($000) $3,808 Shares 117,175 Est. Cost $32.50 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $3,469 Shares 15,028 Est. Cost $228.79 Unrealized 0.0%
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.8%
Value ($000) $3,362 Shares 105,281 Est. Cost $31.93 Unrealized
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,206 Shares 98,286 Est. Cost $32.62 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.7%
Value ($000) $3,109 Shares 105,206 Est. Cost $29.55 Unrealized
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $2,963 Shares 5,231 Est. Cost $532.37 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,711 Shares 3,976 Est. Cost $681.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2,710 Shares 5,392 Est. Cost $497.53 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $2,663 Shares 4,246 Est. Cost $627.28 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $2,165 Shares 12,182 Est. Cost $181.03 Unrealized 0.0%
CGIE CAPITAL GROUP INTERNATIONAL 0.5%
Value ($000) $2,054 Shares 58,983 Est. Cost $34.82 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $1,992 Shares 15,899 Est. Cost $127.30 Unrealized 0.0%
CGHY CAPITAL GRP FIXED INCM ETF T 0.5%
Value ($000) $1,961 Shares 77,317 Est. Cost $25.36 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,699 Shares 5,415 Est. Cost $286.33 Unrealized 0.0%
HYLN HYLIION HOLDINGS CORP 0.4%
Value ($000) $1,586 Shares 861,900 Est. Cost $2.01 Unrealized 0.0%
META META PLATFORMS INC 0.4%
Value ($000) $1,508 Shares 2,284 Est. Cost $667.32 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC 0.3%
Value ($000) $1,477 Shares 18,622 Est. Cost $103.35 Unrealized 0.0%
DFAI DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,448 Shares 38,008 Est. Cost $38.11 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,448 Shares 4,208 Est. Cost $364.59 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,447 Shares 52,752 Est. Cost $27.43 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,398 Shares 2,276 Est. Cost $614.33 Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,331 Shares 10,529 Est. Cost $126.44 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,298 Shares 23,606 Est. Cost $52.67 Unrealized 0.0%
WMT WALMART INC 0.3%
Value ($000) $1,256 Shares 11,278 Est. Cost $107.20 Unrealized 0.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,196 Shares 1,112 Est. Cost $955.55 Unrealized 0.0%
WLDN WILLDAN GROUP INC 0.3%
Value ($000) $1,152 Shares 11,117 Est. Cost $98.45 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,151 Shares 3,572 Est. Cost $309.53 Unrealized 0.0%
EFV ISHARES TR 0.3%
Value ($000) $1,097 Shares 15,368 Est. Cost $71.40 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.3%
Value ($000) $1,096 Shares 40,381 Est. Cost $40.53 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,080 Shares 32,963 Est. Cost $32.75 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,075 Shares 36,312 Est. Cost $29.61 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $1,058 Shares 5,540 Est. Cost $190.97 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $1,051 Shares 7,431 Est. Cost $141.48 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,037 Shares 4,778 Est. Cost $205.66 Unrealized 0.0%
MSTR STRATEGY INC 0.2%
Value ($000) $1,026 Shares 6,753 Est. Cost $230.22 Unrealized 0.0%
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $979 Shares 21,253 Est. Cost $46.08 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $962 Shares 4,629 Est. Cost $181.15 Unrealized 0.0%
IVV ISHARES TR 0.2%
Value ($000) $948 Shares 1,384 Est. Cost $684.71 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $888 Shares 23,171 Est. Cost $38.32 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $879 Shares 1,977 Est. Cost $444.41 Unrealized
GEVO GEVO INC 0.2%
Value ($000) $870 Shares 435,000 Est. Cost $2.20 Unrealized 0.0%
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $862 Shares 17,274 Est. Cost $49.90 Unrealized
V VISA INC 0.2%
Value ($000) $861 Shares 2,456 Est. Cost $340.38 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $856 Shares 4,043 Est. Cost $211.77 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $847 Shares 15,752 Est. Cost $53.76 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $833 Shares 4,273 Est. Cost $238.05 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $826 Shares 8,807 Est. Cost $107.81 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $790 Shares 15,704 Est. Cost $50.29 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY 0.2%
Value ($000) $775 Shares 24,504 Est. Cost $31.63 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $747 Shares 15,052 Est. Cost $49.65 Unrealized
OPAL OPAL FUELS INC 0.2%
Value ($000) $742 Shares 315,000 Est. Cost $2.41 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $739 Shares 2,202 Est. Cost $335.39 Unrealized
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $736 Shares 9,560 Est. Cost $77.01 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $706 Shares 936 Est. Cost $753.78 Unrealized
CGGG CAPITAL GROUP EQUITY ETF TR 0.2%
Value ($000) $694 Shares 24,304 Est. Cost $28.57 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $694 Shares 4,555 Est. Cost $151.40 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $673 Shares 3,464 Est. Cost $209.99 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $671 Shares 10,738 Est. Cost $62.47 Unrealized
EIX EDISON INTL 0.2%
Value ($000) $659 Shares 10,979 Est. Cost $57.33 Unrealized 0.0%
PRMB PRIMO BRANDS CORPORATION 0.1%
Value ($000) $638 Shares 39,000 Est. Cost $18.48 Unrealized 0.0%
STLA STELLANTIS N.V 0.1%
Value ($000) $605 Shares 55,600 Est. Cost $10.89 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $584 Shares 2,727 Est. Cost $224.60 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $580 Shares 1,908 Est. Cost $303.89 Unrealized
BTBT BIT DIGITAL INC 0.1%
Value ($000) $578 Shares 306,000 Est. Cost $2.89 Unrealized 0.0%
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $554 Shares 12,257 Est. Cost $45.21 Unrealized
PLUG PLUG POWER INC 0.1%
Value ($000) $535 Shares 271,555 Est. Cost $2.61 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $533 Shares 1,092 Est. Cost $488.19 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $517 Shares 19,864 Est. Cost $26.01 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $511 Shares 21,600 Est. Cost $23.65 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $508 Shares 1,539 Est. Cost $337.21 Unrealized 0.0%
ADC AGREE RLTY CORP 0.1%
Value ($000) $497 Shares 6,900 Est. Cost $72.03 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $494 Shares 4,985 Est. Cost $92.75 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $490 Shares 1,053 Est. Cost $467.69 Unrealized 0.0%
FPX FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $484 Shares 2,959 Est. Cost $163.60 Unrealized
FIG FIGMA INC 0.1%
Value ($000) $478 Shares 12,800 Est. Cost $45.19 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $465 Shares 1,569 Est. Cost $298.78 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $462 Shares 3,842 Est. Cost $115.49 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $456 Shares 3,232 Est. Cost $141.07 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $447 Shares 1,478 Est. Cost $302.36 Unrealized
CGVV CAPITAL GROUP EQUITY ETF TR 0.1%
Value ($000) $444 Shares 16,518 Est. Cost $26.90 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $443 Shares 773 Est. Cost $555.50 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $437 Shares 408 Est. Cost $1069.86 Unrealized
SBET SHARPLINK GAMING INC 0.1%
Value ($000) $434 Shares 48,500 Est. Cost $12.21 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $432 Shares 8,003 Est. Cost $47.53 Unrealized 0.0%
SMH VANECK ETF TRUST 0.1%
Value ($000) $428 Shares 1,188 Est. Cost $360.14 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $425 Shares 2,178 Est. Cost $195.03 Unrealized 0.0%
ROST ROSS STORES INC 0.1%
Value ($000) $411 Shares 2,284 Est. Cost $166.60 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $404 Shares 1,905 Est. Cost $214.59 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $403 Shares 707 Est. Cost $558.95 Unrealized 0.0%
TDVG T ROWE PRICE ETF INC 0.1%
Value ($000) $398 Shares 8,845 Est. Cost $44.97 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $385 Shares 2,099 Est. Cost $173.32 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $385 Shares 6,398 Est. Cost $60.06 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $372 Shares 3,273 Est. Cost $109.53 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $370 Shares 15,397 Est. Cost $24.04 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $368 Shares 3,342 Est. Cost $110.19 Unrealized
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $356 Shares 7,144 Est. Cost $49.84 Unrealized
UP WHEELS UP EXPERIENCE INC 0.1%
Value ($000) $356 Shares 541,965 Est. Cost $1.14 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $346 Shares 2,820 Est. Cost $120.88 Unrealized 0.0%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $343 Shares 3,216 Est. Cost $106.71 Unrealized
BP BP PLC 0.1%
Value ($000) $341 Shares 9,821 Est. Cost $34.73 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $341 Shares 1,853 Est. Cost $182.09 Unrealized 0.0%
BOND PIMCO ETF TR 0.1%
Value ($000) $334 Shares 3,585 Est. Cost $93.08 Unrealized
BLSH BULLISH 0.1%
Value ($000) $333 Shares 8,800 Est. Cost $48.70 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $331 Shares 1,909 Est. Cost $170.73 Unrealized 0.0%
CGSM CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $328 Shares 12,435 Est. Cost $26.34 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $326 Shares 3,993 Est. Cost $90.05 Unrealized 0.0%
FG NEXUS INC. 0.1%
Value ($000) $325 Shares 118,000 Est. Cost $2.75 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $323 Shares 3,791 Est. Cost $82.07 Unrealized 0.0%
AMTX AEMETIS INC 0.1%
Value ($000) $322 Shares 231,851 Est. Cost $2.01 Unrealized 0.0%
SLMT BRERA HOLDINGS PLC 0.1%
Value ($000) $312 Shares 167,000 Est. Cost $7.99 Unrealized 0.0%
IWV ISHARES TR 0.1%
Value ($000) $311 Shares 804 Est. Cost $386.85 Unrealized
SRFM SURF AIR MOBILITY INC 0.1%
Value ($000) $308 Shares 159,000 Est. Cost $3.20 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $304 Shares 649 Est. Cost $509.22 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $297 Shares 2,267 Est. Cost $137.66 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $296 Shares 1,429 Est. Cost $197.01 Unrealized 0.0%
ACHR ARCHER AVIATION INC 0.1%
Value ($000) $293 Shares 39,002 Est. Cost $9.41 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $290 Shares 353 Est. Cost $815.57 Unrealized 0.0%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $286 Shares 4,811 Est. Cost $59.53 Unrealized
BBD BANCO BRADESCO S A 0.1%
Value ($000) $286 Shares 86,000 Est. Cost $3.33 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $284 Shares 2,005 Est. Cost $113.25 Unrealized 0.0%
RACE FERRARI N V 0.1%
Value ($000) $277 Shares 750 Est. Cost $400.15 Unrealized 0.0%
METCB RAMACO RES INC 0.1%
Value ($000) $274 Shares 23,287 Est. Cost $14.20 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $269 Shares 823 Est. Cost $315.95 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $268 Shares 9,956 Est. Cost $26.91 Unrealized
COR CENCORA INC 0.1%
Value ($000) $263 Shares 780 Est. Cost $340.62 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $263 Shares 2,387 Est. Cost $109.84 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $260 Shares 3,532 Est. Cost $73.56 Unrealized
UPXI UPEXI INC 0.1%
Value ($000) $255 Shares 152,000 Est. Cost $3.78 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $248 Shares 862 Est. Cost $272.20 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $240 Shares 1,673 Est. Cost $145.91 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $238 Shares 1,555 Est. Cost $171.54 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $234 Shares 665 Est. Cost $363.46 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $230 Shares 1,343 Est. Cost $155.36 Unrealized 0.0%
ACM AECOM 0.1%
Value ($000) $228 Shares 2,387 Est. Cost $117.24 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $222 Shares 1,387 Est. Cost $153.57 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $222 Shares 110 Est. Cost $2100.46 Unrealized 0.0%
ARKK ARK ETF TR 0.1%
Value ($000) $221 Shares 2,877 Est. Cost $76.93 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $221 Shares 3,181 Est. Cost $69.46 Unrealized
NEU NEWMARKET CORP 0.1%
Value ($000) $220 Shares 320 Est. Cost $760.94 Unrealized 0.0%
FDT FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $220 Shares 2,766 Est. Cost $79.43 Unrealized
SRE SEMPRA 0.1%
Value ($000) $219 Shares 2,477 Est. Cost $90.54 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $215 Shares 345 Est. Cost $621.36 Unrealized 0.0%
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $215 Shares 6,500 Est. Cost $33.02 Unrealized
USAS AMERICAS GOLD AND SILVER COR 0.1%
Value ($000) $215 Shares 42,000 Est. Cost $4.50 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $214 Shares 2,032 Est. Cost $93.24 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $214 Shares 409 Est. Cost $494.21 Unrealized 0.0%
ONON ON HLDG AG 0.0%
Value ($000) $212 Shares 4,555 Est. Cost $43.09 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $211 Shares 822 Est. Cost $264.83 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $206 Shares 856 Est. Cost $239.83 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $205 Shares 254 Est. Cost $867.08 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $205 Shares 432 Est. Cost $473.41 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $203 Shares 419 Est. Cost $476.18 Unrealized 0.0%
NEUBERGER ENGY INFRSTR & INC 0.0%
Value ($000) $182 Shares 21,421 Est. Cost $8.50 Unrealized
FRMM ETHZILLA CORPORATION 0.0%
Value ($000) $181 Shares 37,000 Est. Cost $14.11 Unrealized 0.0%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $178 Shares 166,000 Est. Cost $1.23 Unrealized 0.0%
NAKA KINDLY MD INC 0.0%
Value ($000) $167 Shares 475,000 Est. Cost $0.65 Unrealized 0.0%
DFLI DRAGONFLY ENERGY HOLDINGS CO 0.0%
Value ($000) $163 Shares 53,000 Est. Cost $9.18 Unrealized 0.0%
LCID LUCID GROUP INC 0.0%
Value ($000) $158 Shares 14,924 Est. Cost $15.98 Unrealized 0.0%
STKE SOL STRATEGIES INC 0.0%
Value ($000) $156 Shares 102,000 Est. Cost $2.89 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $155 Shares 20,000 Est. Cost $8.23 Unrealized 0.0%
RR RICHTECH ROBOTICS INC 0.0%
Value ($000) $153 Shares 47,445 Est. Cost $4.42 Unrealized 0.0%
MDV MODIV INDUSTRIAL INC 0.0%
Value ($000) $146 Shares 10,179 Est. Cost $14.39 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $143 Shares 20,000 Est. Cost $9.62 Unrealized 0.0%
EVEX EVE HLDG INC 0.0%
Value ($000) $128 Shares 32,000 Est. Cost $4.40 Unrealized 0.0%
EVTL VERTICAL AEROSPACE LTD 0.0%
Value ($000) $123 Shares 23,000 Est. Cost $5.07 Unrealized 0.0%
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $117 Shares 46,000 Est. Cost $3.10 Unrealized 0.0%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $96 Shares 22,000 Est. Cost $5.77 Unrealized 0.0%
VENU VENU HLDG CORP 0.0%
Value ($000) $93 Shares 11,099 Est. Cost $11.09 Unrealized 0.0%
SQNS SEQUANS COMMUNICATIONS S A 0.0%
Value ($000) $85 Shares 19,000 Est. Cost $4.49 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $80 Shares 15,000 Est. Cost $5.30 Unrealized
EVGO EVGO INC 0.0%
Value ($000) $79 Shares 27,000 Est. Cost $3.63 Unrealized 0.0%
EU ENCORE ENERGY CORP 0.0%
Value ($000) $72 Shares 29,000 Est. Cost $2.86 Unrealized 0.0%
STRIVE INC 0.0%
Value ($000) $71 Shares 96,000 Est. Cost $0.74 Unrealized
CAN CANAAN INC 0.0%
Value ($000) $71 Shares 102,500 Est. Cost $0.69 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value ($000) $70 Shares 21,000 Est. Cost $4.68 Unrealized 0.0%
AVR ANTERIS TECHNOLOGIES GLOBAL 0.0%
Value ($000) $70 Shares 14,000 Est. Cost $4.59 Unrealized 0.0%
SAFX XCF GLOBAL INC 0.0%
Value ($000) $64 Shares 234,940 Est. Cost $0.78 Unrealized 0.0%
PYXS PYXIS ONCOLOGY INC 0.0%
Value ($000) $61 Shares 53,000 Est. Cost $3.53 Unrealized 0.0%
TDTH TRIDENT DIGITAL TECH HOLDING 0.0%
Value ($000) $59 Shares 195,765 Est. Cost $0.30 Unrealized
VVPR VIVOPOWER INTERNATIONAL PLC 0.0%
Value ($000) $45 Shares 20,000 Est. Cost $3.43 Unrealized 0.0%
ABTC AMERICAN BITCOIN CORP. 0.0%
Value ($000) $39 Shares 23,000 Est. Cost $4.17 Unrealized 0.0%
BITF BITFARMS LTD 0.0%
Value ($000) $36 Shares 15,238 Est. Cost $3.42 Unrealized 0.0%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $30 Shares 45,000 Est. Cost $1.45 Unrealized 0.0%
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $29 Shares 25,845 Est. Cost $1.47 Unrealized 0.0%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $27 Shares 15,000 Est. Cost $2.43 Unrealized 0.0%
PXIU ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $19 Shares 14,000 Est. Cost $1.34 Unrealized