Total Wealth Planning & Management, Inc. Hedge Fund

Location: Ponte Vedra Beach, FL

CIK: 0002058383 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $135M (100.0% shares, 0.0% debt)

Holdings (212)

AAPL APPLE INC 3.2%
Value $4.303M Shares 15,829 Est. Cost $234.76 Unrealized +14.3%
EXE EXPAND ENERGY CORPORATION 2.8%
Value $3.785M Shares 34,295 Est. Cost $110.64 Unrealized 0.0%
AMZN AMAZON COM INC 2.5%
Value $3.335M Shares 14,447 Est. Cost $207.29 Unrealized +10.4%
SPY SPDR S&P 500 ETF TR 2.4%
Value $3.191M Shares 4,680 Est. Cost $669.08 Unrealized
MSFT MICROSOFT CORP 2.3%
Value $3.11M Shares 6,431 Est. Cost $422.35 Unrealized +18.5%
ABBV ABBVIE INC 2.2%
Value $2.915M Shares 12,757 Est. Cost $177.41 Unrealized +28.3%
MU MICRON TECHNOLOGY INC 2.1%
Value $2.789M Shares 9,771 Est. Cost $98.93 Unrealized +131.8%
GOOGL ALPHABET INC 2.0%
Value $2.688M Shares 8,587 Est. Cost $172.99 Unrealized +65.1%
JPM JPMORGAN CHASE & CO. 1.8%
Value $2.384M Shares 7,399 Est. Cost $231.55 Unrealized +33.7%
HAL HALLIBURTON CO 1.6%
Value $2.125M Shares 75,181 Est. Cost $26.29 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 1.6%
Value $2.103M Shares 4,348 Est. Cost $491.97 Unrealized -3.2%
NVDA NVIDIA CORPORATION 1.5%
Value $1.992M Shares 10,683 Est. Cost $137.79 Unrealized +35.1%
XOM EXXON MOBIL CORP 1.3%
Value $1.729M Shares 14,368 Est. Cost $111.43 Unrealized +3.6%
QQQ INVESCO QQQ TR 1.2%
Value $1.606M Shares 2,615 Est. Cost $511.23 Unrealized
AVGO BROADCOM INC 1.2%
Value $1.605M Shares 4,638 Est. Cost $183.24 Unrealized +94.8%
HD HOME DEPOT INC 1.1%
Value $1.488M Shares 4,323 Est. Cost $395.72 Unrealized -7.9%
ITA ISHARES TR 1.1%
Value $1.416M Shares 6,597 Est. Cost $155.93 Unrealized
NRG NRG ENERGY INC 1.0%
Value $1.367M Shares 8,587 Est. Cost $91.23 Unrealized +81.2%
GLD SPDR GOLD TR 1.0%
Value $1.293M Shares 3,262 Est. Cost $245.97 Unrealized
PFE PFIZER INC 0.9%
Value $1.268M Shares 50,930 Est. Cost $24.52 Unrealized +2.1%
CVX CHEVRON CORP NEW 0.9%
Value $1.264M Shares 8,292 Est. Cost $146.13 Unrealized +3.6%
LNG CHENIERE ENERGY INC 0.9%
Value $1.259M Shares 6,476 Est. Cost $206.42 Unrealized +1.7%
META META PLATFORMS INC 0.9%
Value $1.247M Shares 1,890 Est. Cost $584.74 Unrealized +14.1%
OMC OMNICOM GROUP INC 0.9%
Value $1.224M Shares 15,157 Est. Cost $90.15 Unrealized -16.0%
DY DYCOM INDS INC 0.9%
Value $1.19M Shares 3,522 Est. Cost $184.85 Unrealized +70.6%
XLK SELECT SECTOR SPDR TR 0.9%
Value $1.149M Shares 7,982 Est. Cost $211.53 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $1.147M Shares 28,169 Est. Cost $39.50 Unrealized +2.5%
PRIM PRIMORIS SVCS CORP 0.8%
Value $1.116M Shares 8,986 Est. Cost $72.56 Unrealized +80.0%
SCHW SCHWAB CHARLES CORP 0.8%
Value $1.092M Shares 10,929 Est. Cost $80.98 Unrealized +17.0%
WMT WALMART INC 0.8%
Value $1.066M Shares 9,570 Est. Cost $87.98 Unrealized +21.8%
MRK MERCK & CO INC 0.8%
Value $1.059M Shares 10,063 Est. Cost $77.39 Unrealized +20.5%
AMLP ALPS ETF TR 0.8%
Value $1.045M Shares 22,230 Est. Cost $48.36 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value $1.034M Shares 4,997 Est. Cost $149.98 Unrealized +31.4%
RTX RTX CORPORATION 0.8%
Value $1.017M Shares 5,547 Est. Cost $122.17 Unrealized +41.9%
J JACOBS SOLUTIONS INC 0.7%
Value $991K Shares 7,479 Est. Cost $134.65 Unrealized +8.7%
KLIC KULICKE & SOFFA INDS INC 0.7%
Value $970K Shares 21,288 Est. Cost $40.84 Unrealized +3.0%
UBER UBER TECHNOLOGIES INC 0.7%
Value $954K Shares 11,680 Est. Cost $72.88 Unrealized +23.5%
C CITIGROUP INC 0.7%
Value $935K Shares 8,009 Est. Cost $80.23 Unrealized +29.2%
MSFT MICROSOFT CORP 0.7%
Value $919K Shares 1,900 Est. Cost $422.35 Unrealized +18.5%
TSLA TESLA INC 0.7%
Value $903K Shares 2,007 Est. Cost $351.13 Unrealized +26.2%
T AT&T INC 0.7%
Value $898K Shares 36,160 Est. Cost $22.69 Unrealized +11.4%
CAH CARDINAL HEALTH INC 0.7%
Value $889K Shares 4,328 Est. Cost $137.35 Unrealized +36.7%
HEI HEICO CORP NEW 0.6%
Value $865K Shares 2,674 Est. Cost $261.60 Unrealized +20.8%
HII HUNTINGTON INGALLS INDS INC 0.6%
Value $848K Shares 2,493 Est. Cost $204.94 Unrealized +51.0%
ROAD CONSTRUCTION PARTNERS INC 0.6%
Value $806K Shares 7,421 Est. Cost $85.97 Unrealized +30.9%
GSK GSK PLC 0.6%
Value $803K Shares 16,381 Est. Cost $36.27 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.6%
Value $769K Shares 46,152 Est. Cost $6.44 Unrealized +115.7%
DVN DEVON ENERGY CORP NEW 0.6%
Value $763K Shares 20,835 Est. Cost $34.08 Unrealized +1.9%
TMUS T-MOBILE US INC 0.6%
Value $754K Shares 3,715 Est. Cost $234.31 Unrealized -9.8%
CALAMOS CONV OPPORTUNITIES & 0.6%
Value $749K Shares 71,436 Est. Cost $11.94 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.6%
Value $743K Shares 16,213 Est. Cost $23.76 Unrealized
V VISA INC 0.5%
Value $736K Shares 2,098 Est. Cost $306.87 Unrealized +10.9%
MLI MUELLER INDS INC 0.5%
Value $696K Shares 6,065 Est. Cost $80.47 Unrealized +33.4%
GE GE AEROSPACE 0.5%
Value $694K Shares 2,253 Est. Cost $179.29 Unrealized +67.8%
ITRN ITURAN LOCATION AND CONTROL 0.5%
Value $689K Shares 16,022 Est. Cost $36.06 Unrealized +8.8%
BX BLACKSTONE INC 0.5%
Value $677K Shares 4,395 Est. Cost $161.38 Unrealized -6.1%
FROG JFROG LTD 0.5%
Value $660K Shares 10,563 Est. Cost $56.87 Unrealized 0.0%
ALLY ALLY FINL INC 0.5%
Value $648K Shares 14,316 Est. Cost $35.06 Unrealized +16.4%
MPC MARATHON PETE CORP 0.5%
Value $639K Shares 3,930 Est. Cost $148.02 Unrealized +25.9%
UPS UNITED PARCEL SERVICE INC 0.5%
Value $634K Shares 6,387 Est. Cost $119.88 Unrealized -22.6%
XLF SELECT SECTOR SPDR TR 0.5%
Value $626K Shares 11,427 Est. Cost $49.15 Unrealized
UNM UNUM GROUP 0.5%
Value $619K Shares 7,988 Est. Cost $69.68 Unrealized +9.8%
XLV SELECT SECTOR SPDR TR 0.5%
Value $609K Shares 3,933 Est. Cost $145.10 Unrealized
UEC URANIUM ENERGY CORP 0.4%
Value $605K Shares 51,840 Est. Cost $7.63 Unrealized +72.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.4%
Value $582K Shares 7,095 Est. Cost $82.47 Unrealized -5.5%
GILD GILEAD SCIENCES INC 0.4%
Value $577K Shares 4,704 Est. Cost $87.00 Unrealized +38.9%
PRU PRUDENTIAL FINL INC 0.4%
Value $575K Shares 5,096 Est. Cost $116.71 Unrealized -8.7%
FDS FACTSET RESH SYS INC 0.4%
Value $568K Shares 1,959 Est. Cost $280.03 Unrealized 0.0%
EWY ISHARES INC 0.4%
Value $568K Shares 5,841 Est. Cost $71.78 Unrealized
ABNB AIRBNB INC 0.4%
Value $563K Shares 4,145 Est. Cost $132.35 Unrealized -5.9%
GD GENERAL DYNAMICS CORP 0.4%
Value $553K Shares 1,643 Est. Cost $259.90 Unrealized +31.2%
PYPL PAYPAL HLDGS INC 0.4%
Value $552K Shares 9,450 Est. Cost $81.15 Unrealized -20.1%
FOR FORESTAR GROUP INC 0.4%
Value $552K Shares 22,398 Est. Cost $26.19 Unrealized -2.6%
VLO VALERO ENERGY CORP 0.4%
Value $527K Shares 3,239 Est. Cost $128.48 Unrealized +31.4%
TRV TRAVELERS COMPANIES INC 0.4%
Value $525K Shares 1,809 Est. Cost $247.76 Unrealized +13.3%
PRU PRUDENTIAL FINL INC 0.4%
Value $519K Shares 4,600 Est. Cost $116.71 Unrealized -8.7%
GAMCO GLOBAL GOLD NAT RES & 0.4%
Value $512K Shares 99,297 Est. Cost $3.79 Unrealized
IP INTERNATIONAL PAPER CO 0.4%
Value $509K Shares 12,911 Est. Cost $50.67 Unrealized -19.4%
R RYDER SYS INC 0.4%
Value $508K Shares 2,654 Est. Cost $155.23 Unrealized +15.8%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.4%
Value $504K Shares 6,634 Est. Cost $25.62 Unrealized +219.5%
UHT UNIVERSAL HEALTH RLTY INCOME 0.4%
Value $498K Shares 12,701 Est. Cost $40.76 Unrealized
CPA COPA HOLDINGS SA 0.4%
Value $494K Shares 4,095 Est. Cost $88.24 Unrealized +37.4%
HL HECLA MNG CO 0.4%
Value $493K Shares 25,700 Est. Cost $5.95 Unrealized +156.6%
VNM VANECK ETF TRUST 0.4%
Value $492K Shares 25,796 Est. Cost $13.75 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value $483K Shares 4,107 Est. Cost $61.60 Unrealized +73.8%
MMS MAXIMUS INC 0.4%
Value $479K Shares 5,552 Est. Cost $77.24 Unrealized +10.7%
CAG CONAGRA BRANDS INC 0.3%
Value $470K Shares 27,163 Est. Cost $25.66 Unrealized -31.3%
PALL ABRDN PALLADIUM ETF TRUST 0.3%
Value $467K Shares 3,213 Est. Cost $145.38 Unrealized
D DOMINION ENERGY INC 0.3%
Value $462K Shares 7,884 Est. Cost $54.11 Unrealized +10.4%
LEU CENTRUS ENERGY CORP 0.3%
Value $456K Shares 1,879 Est. Cost $106.76 Unrealized +182.8%
NFGC NEW FOUND GOLD CORP 0.3%
Value $450K Shares 151,400 Est. Cost $2.01 Unrealized +21.9%
PSLV SPROTT ASSET MANAGEMENT LP 0.3%
Value $446K Shares 18,860 Est. Cost $9.77 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value $442K Shares 3,704 Est. Cost $168.26 Unrealized
ADC AGREE RLTY CORP 0.3%
Value $438K Shares 6,075 Est. Cost $70.77 Unrealized
UPGD INVESCO EXCHANGE TRADED FD T 0.3%
Value $431K Shares 5,831 Est. Cost $69.12 Unrealized
CI THE CIGNA GROUP 0.3%
Value $430K Shares 1,564 Est. Cost $307.00 Unrealized -9.0%
TFC TRUIST FINL CORP 0.3%
Value $430K Shares 8,736 Est. Cost $42.33 Unrealized +8.2%
FE FIRSTENERGY CORP 0.3%
Value $430K Shares 9,600 Est. Cost $38.82 Unrealized +17.8%
D DOMINION ENERGY INC 0.3%
Value $428K Shares 7,300 Est. Cost $54.11 Unrealized +10.4%
XHB SPDR SERIES TRUST 0.3%
Value $426K Shares 4,140 Est. Cost $104.39 Unrealized
KBE SPDR SERIES TRUST 0.3%
Value $423K Shares 6,962 Est. Cost $55.30 Unrealized
VICI VICI PPTYS INC 0.3%
Value $418K Shares 14,862 Est. Cost $29.39 Unrealized -0.3%
IWM ISHARES TR 0.3%
Value $417K Shares 1,692 Est. Cost $219.48 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value $415K Shares 3,522 Est. Cost $99.87 Unrealized
CVS CVS HEALTH CORP 0.3%
Value $413K Shares 5,209 Est. Cost $78.67 Unrealized 0.0%
FE FIRSTENERGY CORP 0.3%
Value $412K Shares 9,200 Est. Cost $38.82 Unrealized +17.8%
T AT&T INC 0.3%
Value $410K Shares 16,500 Est. Cost $22.69 Unrealized +11.4%
BP BP PLC 0.3%
Value $406K Shares 11,700 Est. Cost $29.84 Unrealized
TFC TRUIST FINL CORP 0.3%
Value $404K Shares 8,200 Est. Cost $42.33 Unrealized +8.2%
BP BP PLC 0.3%
Value $392K Shares 11,300 Est. Cost $29.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $387K Shares 9,500 Est. Cost $39.50 Unrealized +2.5%
IYT ISHARES TR 0.3%
Value $386K Shares 5,181 Est. Cost $67.57 Unrealized
BBY BEST BUY INC 0.3%
Value $382K Shares 5,709 Est. Cost $75.46 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.3%
Value $379K Shares 5,100 Est. Cost $63.25 Unrealized +10.5%
QCOM QUALCOMM INC 0.3%
Value $376K Shares 2,198 Est. Cost $159.02 Unrealized +7.4%
AVAV AEROVIRONMENT INC 0.3%
Value $374K Shares 1,547 Est. Cost $169.27 Unrealized +85.7%
OKLO OKLO INC 0.3%
Value $371K Shares 5,175 Est. Cost $38.57 Unrealized +189.1%
MSM MSC INDL DIRECT INC 0.3%
Value $370K Shares 4,400 Est. Cost $82.71 Unrealized +4.8%
MSM MSC INDL DIRECT INC 0.3%
Value $370K Shares 4,400 Est. Cost $82.71 Unrealized +4.8%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $369K Shares 1,725 Est. Cost $108.87 Unrealized +106.3%
ADSK AUTODESK INC 0.3%
Value $368K Shares 1,244 Est. Cost $295.42 Unrealized +2.4%
CVS CVS HEALTH CORP 0.3%
Value $365K Shares 4,600 Est. Cost $78.67 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.3%
Value $364K Shares 4,900 Est. Cost $63.25 Unrealized +10.5%
VTI VANGUARD INDEX FDS 0.3%
Value $362K Shares 1,080 Est. Cost $314.17 Unrealized
DDOG DATADOG INC 0.3%
Value $362K Shares 2,661 Est. Cost $134.50 Unrealized +17.5%
JOBY JOBY AVIATION INC 0.3%
Value $362K Shares 27,395 Est. Cost $6.70 Unrealized +129.1%
BBY BEST BUY INC 0.3%
Value $361K Shares 5,400 Est. Cost $75.46 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value $360K Shares 768 Est. Cost $363.34 Unrealized +40.1%
CF CF INDS HLDGS INC 0.3%
Value $352K Shares 4,556 Est. Cost $84.13 Unrealized -2.6%
CVX CHEVRON CORP NEW 0.3%
Value $351K Shares 2,300 Est. Cost $146.13 Unrealized +3.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value $340K Shares 9,179 Est. Cost $36.17 Unrealized 0.0%
GOOG ALPHABET INC 0.3%
Value $339K Shares 1,080 Est. Cost $286.33 Unrealized 0.0%
NEUBERGER HIGH YIELD ST FD I 0.3%
Value $337K Shares 45,321 Est. Cost $7.62 Unrealized
RIVERNORTH OPPORTUNITIES FD 0.2%
Value $337K Shares 28,705 Est. Cost $11.80 Unrealized
GIS GENERAL MLS INC 0.2%
Value $335K Shares 7,200 Est. Cost $47.46 Unrealized 0.0%
GIS GENERAL MLS INC 0.2%
Value $335K Shares 7,200 Est. Cost $47.46 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.2%
Value $333K Shares 13,744 Est. Cost $28.00 Unrealized -12.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $329K Shares 1,112 Est. Cost $217.92 Unrealized +37.1%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $329K Shares 1,850 Est. Cost $73.25 Unrealized +147.2%
PZZA PAPA JOHNS INTL INC 0.2%
Value $327K Shares 8,500 Est. Cost $39.41 Unrealized +9.9%
PZZA PAPA JOHNS INTL INC 0.2%
Value $327K Shares 8,500 Est. Cost $39.41 Unrealized +9.9%
XTN SPDR SERIES TRUST 0.2%
Value $327K Shares 3,575 Est. Cost $86.49 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value $326K Shares 2,499 Est. Cost $131.41 Unrealized +1.4%
HIGHLAND GLOBAL ALLOCATION F 0.2%
Value $325K Shares 35,543 Est. Cost $7.81 Unrealized
KO COCA COLA CO 0.2%
Value $322K Shares 4,608 Est. Cost $63.20 Unrealized +9.8%
RIVERNORTH DOUBLELINE STRATE 0.2%
Value $322K Shares 40,449 Est. Cost $8.45 Unrealized
PFE PFIZER INC 0.2%
Value $319K Shares 12,800 Est. Cost $24.52 Unrealized +2.1%
GLPI GAMING & LEISURE PPTYS INC 0.2%
Value $317K Shares 7,100 Est. Cost $47.90 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.2%
Value $317K Shares 7,100 Est. Cost $47.90 Unrealized
ABRDN INCOME CREDIT STRATEGI 0.2%
Value $317K Shares 58,558 Est. Cost $5.88 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.2%
Value $316K Shares 5,423 Est. Cost $72.71 Unrealized -24.1%
SMG SCOTTS MIRACLE-GRO CO 0.2%
Value $315K Shares 5,400 Est. Cost $72.71 Unrealized -24.1%
SHOP SHOPIFY INC 0.2%
Value $309K Shares 1,922 Est. Cost $101.50 Unrealized +58.2%
WESTERN ASSET GBL HIGH INC F 0.2%
Value $304K Shares 47,469 Est. Cost $6.61 Unrealized
VIRTUS GLOBAL MULTI-SECTOR I 0.2%
Value $304K Shares 38,802 Est. Cost $7.84 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.2%
Value $304K Shares 31,188 Est. Cost $9.75 Unrealized
ETD ETHAN ALLEN INTERIORS INC 0.2%
Value $302K Shares 13,227 Est. Cost $27.02 Unrealized -9.9%
WESTERN ASSET HIGH INCOM FD 0.2%
Value $301K Shares 72,274 Est. Cost $4.19 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value $300K Shares 2,300 Est. Cost $131.41 Unrealized +1.4%
APD AIR PRODS & CHEMS INC 0.2%
Value $300K Shares 1,215 Est. Cost $297.26 Unrealized -15.3%
SMH VANECK ETF TRUST 0.2%
Value $297K Shares 824 Est. Cost $278.88 Unrealized
CNXC CONCENTRIX CORP 0.2%
Value $291K Shares 7,000 Est. Cost $51.07 Unrealized -21.5%
CNXC CONCENTRIX CORP 0.2%
Value $291K Shares 7,000 Est. Cost $51.07 Unrealized -21.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value $291K Shares 4,567 Est. Cost $54.50 Unrealized +12.6%
WCC WESCO INTL INC 0.2%
Value $290K Shares 1,186 Est. Cost $170.17 Unrealized +43.9%
DOCU DOCUSIGN INC 0.2%
Value $289K Shares 4,223 Est. Cost $77.22 Unrealized -10.4%
KHC KRAFT HEINZ CO 0.2%
Value $289K Shares 11,900 Est. Cost $28.00 Unrealized -12.1%
EMN EASTMAN CHEM CO 0.2%
Value $287K Shares 4,500 Est. Cost $74.94 Unrealized -18.6%
EMN EASTMAN CHEM CO 0.2%
Value $287K Shares 4,500 Est. Cost $74.94 Unrealized -18.6%
MAR MARRIOTT INTL INC NEW 0.2%
Value $282K Shares 909 Est. Cost $271.56 Unrealized +5.1%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value $279K Shares 4,400 Est. Cost $69.45 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value $279K Shares 4,400 Est. Cost $69.45 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $277K Shares 1,446 Est. Cost $175.23 Unrealized
NUVEEN CR STRATEGIES INCOME 0.2%
Value $271K Shares 54,018 Est. Cost $5.02 Unrealized
AGQ PROSHARES TR II 0.2%
Value $270K Shares 1,740 Est. Cost $155.12 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value $263K Shares 1,703 Est. Cost $162.18 Unrealized +0.6%
SBSW SIBANYE STILLWATER LTD 0.2%
Value $254K Shares 17,801 Est. Cost $4.14 Unrealized
QBTS D-WAVE QUANTUM INC 0.2%
Value $250K Shares 9,569 Est. Cost $6.72 Unrealized +333.6%
VOXR VOX ROYALTY CORP 0.2%
Value $250K Shares 52,720 Est. Cost $2.69 Unrealized +68.3%
TS TENARIS S A 0.2%
Value $244K Shares 6,337 Est. Cost $38.45 Unrealized
RWM PROSHARES TR 0.2%
Value $241K Shares 14,748 Est. Cost $18.74 Unrealized
ETR ENTERGY CORP NEW 0.2%
Value $238K Shares 2,574 Est. Cost $80.66 Unrealized +17.2%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value $227K Shares 3,020 Est. Cost $67.03 Unrealized
CRM SALESFORCE INC 0.2%
Value $225K Shares 849 Est. Cost $248.17 Unrealized 0.0%
WLK WESTLAKE CORPORATION 0.2%
Value $218K Shares 2,955 Est. Cost $108.58 Unrealized -34.8%
DKNG DRAFTKINGS INC NEW 0.2%
Value $217K Shares 6,297 Est. Cost $38.74 Unrealized -15.1%
TJX TJX COS INC NEW 0.2%
Value $210K Shares 1,364 Est. Cost $147.70 Unrealized 0.0%
ARKK ARK ETF TR 0.2%
Value $209K Shares 2,716 Est. Cost $76.92 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $207K Shares 944 Est. Cost $219.78 Unrealized
MCD MCDONALDS CORP 0.2%
Value $206K Shares 675 Est. Cost $305.09 Unrealized 0.0%
DBRG DIGITALBRIDGE GROUP INC 0.2%
Value $206K Shares 13,416 Est. Cost $12.01 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $205K Shares 1,266 Est. Cost $156.20 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value $204K Shares 236 Est. Cost $905.73 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value $203K Shares 1,620 Est. Cost $125.48 Unrealized +1.5%
ORCL ORACLE CORP 0.2%
Value $203K Shares 1,040 Est. Cost $238.05 Unrealized 0.0%
BOX BOX INC 0.2%
Value $202K Shares 6,769 Est. Cost $31.37 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $201K Shares 4,048 Est. Cost $61.21 Unrealized
TMQ TRILOGY METALS INC NEW 0.1%
Value $195K Shares 45,220 Est. Cost $0.90 Unrealized +423.5%
ACHR ARCHER AVIATION INC 0.1%
Value $192K Shares 25,519 Est. Cost $6.05 Unrealized +55.6%
PLG PLATINUM GROUP METALS LTD 0.1%
Value $151K Shares 64,080 Est. Cost $1.60 Unrealized +50.7%
AI C3 AI INC 0.1%
Value $140K Shares 10,402 Est. Cost $15.95 Unrealized 0.0%
XPL SOLITARIO RESOURCES CORP 0.1%
Value $130K Shares 186,866 Est. Cost $0.64 Unrealized +2.9%
EXK ENDEAVOUR SILVER CORP 0.1%
Value $80,840 Shares 8,600 Est. Cost $8.48 Unrealized 0.0%
UROY URANIUM RTY CORP 0.1%
Value $70,092 Shares 19,800 Est. Cost $2.92 Unrealized +34.0%
EXK ENDEAVOUR SILVER CORP 0.1%
Value $68,423 Shares 5,300 Est. Cost $8.48 Unrealized 0.0%
DNN DENISON MINES CORP 0.0%
Value $59,318 Shares 22,300 Est. Cost $1.83 Unrealized +48.4%
DVS DOLLY VARDEN SILVER CORP 0.0%
Value $49,833 Shares 11,300 Est. Cost $4.39 Unrealized 0.0%
ABRDN GLOBAL INCOME FUND INC 0.0%
Value $41,828 Shares 14,300 Est. Cost $2.93 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value $40,880 Shares 3,500 Est. Cost $7.63 Unrealized +72.0%
GRO BRAZIL POTASH CORP 0.0%
Value $24,570 Shares 13,000 Est. Cost $2.27 Unrealized 0.0%
DNN DENISON MINES CORP 0.0%
Value $18,200 Shares 5,000 Est. Cost $1.83 Unrealized +48.4%
GLDG GOLDMINING INC 0.0%
Value $13,250 Shares 10,600 Est. Cost $0.89 Unrealized +55.9%