Whalen Wealth Management Inc. Quant / Systematic

CIK: 0001894447 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 9, 2025

Total Value ($000): $171,174 (100.0% shares, 0.0% debt)

Holdings (176)

SHV ISHARES TR 8.0%
Value ($000) $13,676 Shares 123,777 Est. Cost $110.21 Unrealized
NVDA NVIDIA CORPORATION 4.0%
Value ($000) $6,808 Shares 36,490 Est. Cost $113.38 Unrealized +53.7%
SLQD ISHARES TR 3.5%
Value ($000) $5,994 Shares 117,930 Est. Cost $49.87 Unrealized
IBDU ISHARES TR 3.5%
Value ($000) $5,942 Shares 253,179 Est. Cost $23.47 Unrealized
IEI ISHARES TR 3.1%
Value ($000) $5,237 Shares 43,824 Est. Cost $118.61 Unrealized
JAAA JANUS DETROIT STR TR 2.9%
Value ($000) $4,895 Shares 96,390 Est. Cost $50.65 Unrealized
GPIX GOLDMAN SACHS ETF TR 2.8%
Value ($000) $4,827 Shares 92,420 Est. Cost $50.99 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $4,811 Shares 9,288 Est. Cost $455.54 Unrealized +11.7%
META META PLATFORMS INC 2.6%
Value ($000) $4,378 Shares 5,962 Est. Cost $452.60 Unrealized +64.2%
VCSH VANGUARD SCOTTSDALE FDS 2.2%
Value ($000) $3,847 Shares 48,126 Est. Cost $79.93 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 2.0%
Value ($000) $3,502 Shares 160,129 Est. Cost $21.92 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $2,840 Shares 12,934 Est. Cost $165.26 Unrealized +37.0%
AAPL APPLE INC 1.5%
Value ($000) $2,651 Shares 10,410 Est. Cost $199.65 Unrealized +13.0%
AVGO BROADCOM INC 1.5%
Value ($000) $2,487 Shares 7,540 Est. Cost $259.06 Unrealized +18.0%
GOOGL ALPHABET INC 1.4%
Value ($000) $2,405 Shares 9,895 Est. Cost $191.05 Unrealized +9.5%
SHYG ISHARES TR 1.4%
Value ($000) $2,388 Shares 55,143 Est. Cost $43.22 Unrealized
CDX SIMPLIFY EXCHANGE TRADED FUN 1.4%
Value ($000) $2,339 Shares 102,101 Est. Cost $23.11 Unrealized
VWOB VANGUARD WHITEHALL FDS 1.4%
Value ($000) $2,334 Shares 34,894 Est. Cost $64.52 Unrealized
SPSB SPDR SERIES TRUST 1.3%
Value ($000) $2,272 Shares 74,998 Est. Cost $30.29 Unrealized
LLY ELI LILLY & CO 1.1%
Value ($000) $1,947 Shares 2,551 Est. Cost $723.79 Unrealized +2.5%
NFLX NETFLIX INC 1.1%
Value ($000) $1,916 Shares 1,598 Est. Cost $88.62 Unrealized +37.7%
WM WASTE MGMT INC DEL 1.1%
Value ($000) $1,900 Shares 8,602 Est. Cost $223.68 Unrealized 0.0%
ETN EATON CORP PLC 1.1%
Value ($000) $1,878 Shares 5,019 Est. Cost $363.27 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $1,644 Shares 3,389 Est. Cost $451.82 Unrealized +2.9%
TIP ISHARES TR 0.9%
Value ($000) $1,505 Shares 13,533 Est. Cost $109.52 Unrealized
ADSK AUTODESK INC 0.8%
Value ($000) $1,396 Shares 4,396 Est. Cost $300.09 Unrealized +1.5%
EVR EVERCORE INC 0.8%
Value ($000) $1,347 Shares 3,993 Est. Cost $289.70 Unrealized +7.7%
GOOG ALPHABET INC 0.8%
Value ($000) $1,324 Shares 5,436 Est. Cost $157.21 Unrealized +33.5%
LNG CHENIERE ENERGY INC 0.8%
Value ($000) $1,311 Shares 5,581 Est. Cost $234.04 Unrealized +0.4%
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $1,284 Shares 6,308 Est. Cost $180.69 Unrealized +5.9%
CP CANADIAN PACIFIC KANSAS CITY 0.7%
Value ($000) $1,268 Shares 17,018 Est. Cost $76.95 Unrealized -0.9%
GPIQ GOLDMAN SACHS ETF TR 0.7%
Value ($000) $1,251 Shares 23,840 Est. Cost $49.81 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $1,221 Shares 1,832 Est. Cost $541.95 Unrealized
ZS ZSCALER INC 0.7%
Value ($000) $1,219 Shares 4,067 Est. Cost $276.64 Unrealized +3.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.7%
Value ($000) $1,152 Shares 3,876 Est. Cost $319.44 Unrealized 0.0%
NOW SERVICENOW INC 0.7%
Value ($000) $1,140 Shares 1,239 Est. Cost $188.60 Unrealized -1.0%
ADI ANALOG DEVICES INC 0.7%
Value ($000) $1,127 Shares 4,585 Est. Cost $231.46 Unrealized +3.2%
IBIT ISHARES BITCOIN TRUST ETF 0.7%
Value ($000) $1,125 Shares 17,313 Est. Cost $52.71 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.6%
Value ($000) $1,093 Shares 17,012 Est. Cost $66.89 Unrealized 0.0%
GEV GE VERNOVA INC 0.6%
Value ($000) $1,004 Shares 1,632 Est. Cost $605.52 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $985 Shares 1,064 Est. Cost $670.72 Unrealized +42.6%
JBL JABIL INC 0.6%
Value ($000) $967 Shares 4,452 Est. Cost $171.92 Unrealized +26.6%
MYRG MYR GROUP INC DEL 0.5%
Value ($000) $936 Shares 4,501 Est. Cost $186.60 Unrealized 0.0%
ASND ASCENDIS PHARMA A/S 0.5%
Value ($000) $919 Shares 4,620 Est. Cost $198.81 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $918 Shares 5,662 Est. Cost $165.18 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 0.5%
Value ($000) $918 Shares 4,980 Est. Cost $160.55 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.5%
Value ($000) $886 Shares 5,911 Est. Cost $136.54 Unrealized +4.9%
SEI SOLARIS ENERGY INFRAS INC 0.5%
Value ($000) $880 Shares 22,021 Est. Cost $31.12 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC 0.5%
Value ($000) $871 Shares 15,354 Est. Cost $51.24 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $803 Shares 2,325 Est. Cost $424.76 Unrealized -29.6%
VST VISTRA CORP 0.5%
Value ($000) $799 Shares 4,080 Est. Cost $197.68 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.4%
Value ($000) $746 Shares 9,719 Est. Cost $76.72 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.4%
Value ($000) $737 Shares 13,927 Est. Cost $46.23 Unrealized +11.2%
WMB WILLIAMS COS INC 0.4%
Value ($000) $720 Shares 11,358 Est. Cost $57.82 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.4%
Value ($000) $718 Shares 780 Est. Cost $648.29 Unrealized +24.6%
APO APOLLO GLOBAL MGMT INC 0.4%
Value ($000) $699 Shares 5,245 Est. Cost $144.47 Unrealized -2.6%
UNP UNION PAC CORP 0.4%
Value ($000) $694 Shares 2,938 Est. Cost $230.30 Unrealized -3.1%
CNC CENTENE CORP DEL 0.4%
Value ($000) $692 Shares 19,408 Est. Cost $60.81 Unrealized -50.3%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $692 Shares 1,130 Est. Cost $531.06 Unrealized
JCI JOHNSON CTLS INTL PLC 0.4%
Value ($000) $680 Shares 6,187 Est. Cost $106.86 Unrealized 0.0%
DHI D R HORTON INC 0.4%
Value ($000) $677 Shares 3,997 Est. Cost $146.33 Unrealized +7.0%
BUZZ VANECK ETF TRUST 0.4%
Value ($000) $660 Shares 18,350 Est. Cost $35.98 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $633 Shares 945 Est. Cost $669.46 Unrealized
APP APPLOVIN CORP 0.4%
Value ($000) $628 Shares 874 Est. Cost $301.88 Unrealized +52.8%
NBIX NEUROCRINE BIOSCIENCES INC 0.4%
Value ($000) $626 Shares 4,462 Est. Cost $126.40 Unrealized +7.2%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $580 Shares 1,763 Est. Cost $322.17 Unrealized 0.0%
LIN LINDE PLC 0.3%
Value ($000) $573 Shares 1,207 Est. Cost $458.38 Unrealized +2.7%
RKT ROCKET COS INC 0.3%
Value ($000) $558 Shares 28,806 Est. Cost $17.44 Unrealized 0.0%
TSLA TESLA INC 0.3%
Value ($000) $543 Shares 1,222 Est. Cost $245.75 Unrealized +41.1%
MTZ MASTEC INC 0.3%
Value ($000) $532 Shares 2,499 Est. Cost $183.12 Unrealized 0.0%
EXEL EXELIXIS INC 0.3%
Value ($000) $527 Shares 12,769 Est. Cost $40.19 Unrealized 0.0%
V VISA INC 0.3%
Value ($000) $524 Shares 1,534 Est. Cost $332.79 Unrealized +3.7%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $523 Shares 3,126 Est. Cost $127.82 Unrealized 0.0%
FLEX FLEX LTD 0.3%
Value ($000) $521 Shares 8,995 Est. Cost $37.86 Unrealized +40.3%
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $519 Shares 2,557 Est. Cost $131.69 Unrealized +34.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $514 Shares 25,456 Est. Cost $17.39 Unrealized
PWR QUANTA SVCS INC 0.3%
Value ($000) $508 Shares 1,225 Est. Cost $338.97 Unrealized +14.6%
CHTR CHARTER COMMUNICATIONS INC N 0.3%
Value ($000) $490 Shares 1,783 Est. Cost $339.28 Unrealized -10.9%
WSM WILLIAMS SONOMA INC 0.3%
Value ($000) $490 Shares 2,507 Est. Cost $164.07 Unrealized +16.0%
ITRI ITRON INC 0.3%
Value ($000) $488 Shares 3,920 Est. Cost $127.18 Unrealized 0.0%
ABT ABBOTT LABS 0.3%
Value ($000) $488 Shares 3,644 Est. Cost $130.60 Unrealized +0.0%
RL RALPH LAUREN CORP 0.3%
Value ($000) $487 Shares 1,552 Est. Cost $296.30 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $486 Shares 5,799 Est. Cost $80.47 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC 0.3%
Value ($000) $483 Shares 5,850 Est. Cost $78.95 Unrealized -1.2%
CHWY CHEWY INC 0.3%
Value ($000) $482 Shares 11,905 Est. Cost $39.84 Unrealized -3.2%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $480 Shares 844 Est. Cost $551.47 Unrealized +4.0%
PHM PULTE GROUP INC 0.3%
Value ($000) $475 Shares 3,597 Est. Cost $100.20 Unrealized +23.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $470 Shares 7,116 Est. Cost $61.42 Unrealized 0.0%
BTCI NEOS ETF TRUST 0.3%
Value ($000) $463 Shares 7,801 Est. Cost $59.56 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $459 Shares 4,520 Est. Cost $71.20 Unrealized +32.2%
VGT VANGUARD WORLD FD 0.3%
Value ($000) $458 Shares 613 Est. Cost $675.65 Unrealized
RGEN REPLIGEN CORP 0.3%
Value ($000) $456 Shares 3,411 Est. Cost $121.47 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $446 Shares 15,769 Est. Cost $26.85 Unrealized +0.4%
EQT EQT CORP 0.3%
Value ($000) $445 Shares 8,176 Est. Cost $52.61 Unrealized 0.0%
MMSI MERIT MED SYS INC 0.3%
Value ($000) $441 Shares 5,301 Est. Cost $98.46 Unrealized -11.5%
STAG STAG INDL INC 0.3%
Value ($000) $437 Shares 12,374 Est. Cost $35.75 Unrealized
PODD INSULET CORP 0.3%
Value ($000) $429 Shares 1,390 Est. Cost $264.81 Unrealized +18.3%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $426 Shares 7,118 Est. Cost $50.58 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $423 Shares 753 Est. Cost $564.28 Unrealized 0.0%
PINS PINTEREST INC 0.2%
Value ($000) $422 Shares 13,127 Est. Cost $36.26 Unrealized 0.0%
DY DYCOM INDS INC 0.2%
Value ($000) $413 Shares 1,415 Est. Cost $215.48 Unrealized +21.8%
AVAV AEROVIRONMENT INC 0.2%
Value ($000) $409 Shares 1,299 Est. Cost $258.71 Unrealized 0.0%
ONTO ONTO INNOVATION INC 0.2%
Value ($000) $407 Shares 3,148 Est. Cost $107.03 Unrealized 0.0%
NTRA NATERA INC 0.2%
Value ($000) $407 Shares 2,526 Est. Cost $159.68 Unrealized -0.9%
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $406 Shares 4,009 Est. Cost $110.72 Unrealized -1.5%
ENTG ENTEGRIS INC 0.2%
Value ($000) $404 Shares 4,374 Est. Cost $84.89 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.2%
Value ($000) $396 Shares 1,223 Est. Cost $332.02 Unrealized 0.0%
VEEV VEEVA SYS INC 0.2%
Value ($000) $391 Shares 1,312 Est. Cost $281.43 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $390 Shares 1,157 Est. Cost $339.07 Unrealized 0.0%
SHY ISHARES TR 0.2%
Value ($000) $390 Shares 4,702 Est. Cost $82.87 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $380 Shares 782 Est. Cost $496.65 Unrealized +7.5%
CRWV COREWEAVE INC 0.2%
Value ($000) $370 Shares 2,705 Est. Cost $118.31 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $366 Shares 6,797 Est. Cost $53.87 Unrealized
BG BUNGE GLOBAL SA 0.2%
Value ($000) $352 Shares 4,327 Est. Cost $79.21 Unrealized 0.0%
TRMB TRIMBLE INC 0.2%
Value ($000) $351 Shares 4,298 Est. Cost $69.08 Unrealized +18.1%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $348 Shares 4,802 Est. Cost $51.83 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $346 Shares 2,489 Est. Cost $139.17 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $344 Shares 2,278 Est. Cost $151.08 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.2%
Value ($000) $344 Shares 1,064 Est. Cost $411.33 Unrealized -25.1%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $340 Shares 581 Est. Cost $547.47 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.2%
Value ($000) $331 Shares 1,507 Est. Cost $200.01 Unrealized 0.0%
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $330 Shares 5,676 Est. Cost $52.33 Unrealized
TER TERADYNE INC 0.2%
Value ($000) $325 Shares 2,361 Est. Cost $109.09 Unrealized 0.0%
NUE NUCOR CORP 0.2%
Value ($000) $325 Shares 2,397 Est. Cost $122.81 Unrealized +14.4%
SNPS SYNOPSYS INC 0.2%
Value ($000) $316 Shares 640 Est. Cost $483.15 Unrealized +17.0%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $312 Shares 6,986 Est. Cost $37.22 Unrealized
CRH CRH PLC 0.2%
Value ($000) $309 Shares 2,577 Est. Cost $91.00 Unrealized +16.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $307 Shares 4,213 Est. Cost $75.06 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $307 Shares 5,667 Est. Cost $54.18 Unrealized
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $306 Shares 6,289 Est. Cost $43.83 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $303 Shares 505 Est. Cost $600.46 Unrealized
RGLD ROYAL GOLD INC 0.2%
Value ($000) $299 Shares 1,492 Est. Cost $172.96 Unrealized 0.0%
VMC VULCAN MATLS CO 0.2%
Value ($000) $297 Shares 965 Est. Cost $252.23 Unrealized +12.3%
INTU INTUIT 0.2%
Value ($000) $295 Shares 432 Est. Cost $719.44 Unrealized 0.0%
RELX RELX PLC 0.2%
Value ($000) $291 Shares 6,089 Est. Cost $47.76 Unrealized
WTRG ESSENTIAL UTILS INC 0.2%
Value ($000) $290 Shares 7,263 Est. Cost $38.12 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $289 Shares 2,571 Est. Cost $108.19 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $289 Shares 5,771 Est. Cost $50.06 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.2%
Value ($000) $288 Shares 3,242 Est. Cost $78.93 Unrealized +9.7%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $287 Shares 1,510 Est. Cost $181.84 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $286 Shares 1,160 Est. Cost $257.53 Unrealized -10.0%
AME AMETEK INC 0.2%
Value ($000) $282 Shares 1,502 Est. Cost $183.47 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $277 Shares 2,674 Est. Cost $103.23 Unrealized 0.0%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.2%
Value ($000) $277 Shares 9,307 Est. Cost $29.76 Unrealized
OPCH OPTION CARE HEALTH INC 0.2%
Value ($000) $277 Shares 9,962 Est. Cost $26.68 Unrealized +8.5%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $276 Shares 790 Est. Cost $343.44 Unrealized 0.0%
HUBB HUBBELL INC 0.2%
Value ($000) $275 Shares 640 Est. Cost $428.19 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value ($000) $272 Shares 4,784 Est. Cost $58.69 Unrealized 0.0%
TBLL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $269 Shares 2,544 Est. Cost $105.47 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $267 Shares 6,803 Est. Cost $43.20 Unrealized 0.0%
SYK STRYKER CORPORATION 0.2%
Value ($000) $265 Shares 716 Est. Cost $384.53 Unrealized 0.0%
CTVA CORTEVA INC 0.2%
Value ($000) $258 Shares 3,814 Est. Cost $66.78 Unrealized +8.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $256 Shares 2,610 Est. Cost $93.52 Unrealized 0.0%
HRI HERC HLDGS INC 0.1%
Value ($000) $246 Shares 2,112 Est. Cost $127.39 Unrealized 0.0%
EWG ISHARES INC 0.1%
Value ($000) $245 Shares 5,877 Est. Cost $41.61 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $243 Shares 1,334 Est. Cost $117.28 Unrealized +38.2%
MTUM ISHARES TR 0.1%
Value ($000) $240 Shares 937 Est. Cost $233.73 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $240 Shares 503 Est. Cost $330.84 Unrealized +28.6%
SO SOUTHERN CO 0.1%
Value ($000) $237 Shares 2,506 Est. Cost $81.63 Unrealized +13.0%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $231 Shares 6,525 Est. Cost $35.43 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $229 Shares 4,030 Est. Cost $56.12 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.1%
Value ($000) $229 Shares 3,491 Est. Cost $65.56 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $221 Shares 460 Est. Cost $438.73 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.1%
Value ($000) $213 Shares 2,904 Est. Cost $73.32 Unrealized
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $212 Shares 1,477 Est. Cost $125.42 Unrealized +17.5%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $210 Shares 857 Est. Cost $255.23 Unrealized 0.0%
LEU CENTRUS ENERGY CORP 0.1%
Value ($000) $208 Shares 672 Est. Cost $106.76 Unrealized +107.2%
SGOV ISHARES TR 0.1%
Value ($000) $205 Shares 2,040 Est. Cost $100.49 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $205 Shares 1,149 Est. Cost $163.41 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value ($000) $202 Shares 1,700 Est. Cost $118.86 Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.1%
Value ($000) $201 Shares 1,579 Est. Cost $114.16 Unrealized 0.0%
USFR WISDOMTREE TR 0.1%
Value ($000) $200 Shares 3,982 Est. Cost $50.31 Unrealized
MBLY MOBILEYE GLOBAL INC 0.1%
Value ($000) $197 Shares 13,928 Est. Cost $14.87 Unrealized 0.0%
CEPO CANTOR EQUITY PARTNERS I INC 0.1%
Value ($000) $140 Shares 13,413 Est. Cost $11.06 Unrealized 0.0%
WRD WERIDE INC 0.1%
Value ($000) $135 Shares 13,608 Est. Cost $9.90 Unrealized
TKNO ALPHA TEKNOVA INC 0.0%
Value ($000) $77 Shares 12,386 Est. Cost $4.70 Unrealized 0.0%