Total Wealth Planning & Management, Inc. Hedge Fund

Location: Ponte Vedra Beach, FL

CIK: 0002058383 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

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

Holdings (201)

LNG CHENIERE ENERGY INC 3.2%
Value $4.343M Shares 15,306 Est. Cost $208.36 Unrealized +0.7%
AAPL APPLE INC 2.8%
Value $3.817M Shares 15,041 Est. Cost $234.76 Unrealized +12.0%
ABBV ABBVIE INC 2.1%
Value $2.795M Shares 12,853 Est. Cost $177.41 Unrealized +25.5%
AMZN AMAZON COM INC 1.9%
Value $2.619M Shares 12,575 Est. Cost $207.29 Unrealized +9.4%
MSFT MICROSOFT CORP 1.8%
Value $2.418M Shares 6,531 Est. Cost $422.54 Unrealized +2.9%
XOM EXXON MOBIL CORP 1.8%
Value $2.416M Shares 14,239 Est. Cost $111.43 Unrealized +24.5%
FDS FACTSET RESH SYS INC 1.7%
Value $2.302M Shares 10,607 Est. Cost $253.19 Unrealized -2.4%
JPM JPMORGAN CHASE & CO 1.6%
Value $2.217M Shares 7,535 Est. Cost $232.99 Unrealized +33.7%
GOOGL ALPHABET INC 1.5%
Value $2.03M Shares 7,058 Est. Cost $172.99 Unrealized +86.9%
NVDA NVIDIA CORPORATION 1.4%
Value $1.951M Shares 11,189 Est. Cost $140.00 Unrealized +33.3%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value $1.586M Shares 31,586 Est. Cost $39.96 Unrealized +9.6%
QQQ INVESCO QQQ TR 1.1%
Value $1.539M Shares 2,667 Est. Cost $512.52 Unrealized
HD HOME DEPOT INC 1.1%
Value $1.516M Shares 4,609 Est. Cost $394.56 Unrealized -4.5%
ITA ISHARES TR 1.1%
Value $1.499M Shares 6,854 Est. Cost $158.28 Unrealized
PFE PFIZER INC 1.1%
Value $1.476M Shares 52,580 Est. Cost $24.57 Unrealized +6.5%
GILD GILEAD SCIENCES INC 1.1%
Value $1.47M Shares 10,544 Est. Cost $115.46 Unrealized +19.9%
GLD SPDR GOLD TR 1.1%
Value $1.443M Shares 3,354 Est. Cost $251.03 Unrealized
TMUS T-MOBILE US INC 1.1%
Value $1.437M Shares 6,842 Est. Cost $218.76 Unrealized -8.4%
NFLX NETFLIX INC. 1.0%
Value $1.414M Shares 14,702 Est. Cost $83.84 Unrealized 0.0%
STM STMICROELECTRONICS N V 1.0%
Value $1.376M Shares 39,835 Est. Cost $34.55 Unrealized
DLR DIGITAL RLTY TR INC 1.0%
Value $1.355M Shares 7,517 Est. Cost $156.65 Unrealized -1.0%
NRG NRG ENERGY INC 1.0%
Value $1.343M Shares 9,190 Est. Cost $95.65 Unrealized +65.7%
AMLP ALPS ETF TR 1.0%
Value $1.333M Shares 25,315 Est. Cost $48.88 Unrealized
CVX CHEVRON CORPORATION 1.0%
Value $1.299M Shares 6,280 Est. Cost $146.13 Unrealized +17.6%
WMT WALMART INC 1.0%
Value $1.295M Shares 10,422 Est. Cost $90.76 Unrealized +34.5%
OMC OMNICOM GROUP INC 0.9%
Value $1.272M Shares 16,889 Est. Cost $88.76 Unrealized -13.8%
AVGO BROADCOM INC 0.9%
Value $1.267M Shares 4,092 Est. Cost $183.24 Unrealized +82.4%
INGR INGREDION INC 0.9%
Value $1.254M Shares 11,135 Est. Cost $116.19 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.9%
Value $1.208M Shares 3,576 Est. Cost $98.93 Unrealized +291.2%
T AT&T INC 0.9%
Value $1.198M Shares 41,340 Est. Cost $23.07 Unrealized +11.6%
META META PLATFORMS INC 0.9%
Value $1.196M Shares 2,091 Est. Cost $591.55 Unrealized +10.8%
KLIC KULICKE & SOFFA INDS INC 0.9%
Value $1.162M Shares 17,688 Est. Cost $40.84 Unrealized +52.4%
JNJ JOHNSON & JOHNSON 0.8%
Value $1.13M Shares 4,622 Est. Cost $149.98 Unrealized +51.9%
J JACOBS SOLUTIONS INC 0.8%
Value $1.115M Shares 8,764 Est. Cost $135.22 Unrealized +2.5%
GE GE AEROSPACE 0.8%
Value $1.087M Shares 3,831 Est. Cost $236.50 Unrealized +34.5%
MRK MERCK & CO INC 0.8%
Value $1.063M Shares 8,834 Est. Cost $77.39 Unrealized +47.7%
RTX RTX CORPORATION 0.8%
Value $1.042M Shares 5,400 Est. Cost $122.17 Unrealized +60.9%
SCHW SCHWAB CHARLES CORP 0.8%
Value $1.032M Shares 10,979 Est. Cost $80.98 Unrealized +23.6%
DVN DEVON ENERGY CORP NEW 0.8%
Value $1.016M Shares 20,187 Est. Cost $34.08 Unrealized +18.1%
PRIM PRIMORIS SVCS CORP 0.7%
Value $1.005M Shares 7,027 Est. Cost $72.56 Unrealized +106.6%
AG FIRST MAJESTIC SILVER CORP 0.7%
Value $981K Shares 45,652 Est. Cost $6.44 Unrealized +249.6%
DOX AMDOCS LTD 0.7%
Value $956K Shares 14,651 Est. Cost $77.05 Unrealized 0.0%
ROAD CONSTRUCTION PARTNERS INC 0.7%
Value $944K Shares 8,498 Est. Cost $90.37 Unrealized +33.6%
IP INTERNATIONAL PAPER CO 0.7%
Value $906K Shares 25,386 Est. Cost $47.29 Unrealized -7.4%
WLK WESTLAKE CORPORATION 0.7%
Value $900K Shares 7,707 Est. Cost $96.68 Unrealized -7.7%
DY DYCOM INDS INC 0.7%
Value $892K Shares 2,632 Est. Cost $184.85 Unrealized +108.0%
LMT LOCKHEED MARTIN CORP 0.7%
Value $891K Shares 1,474 Est. Cost $491.97 Unrealized +22.1%
TSLA TESLA INC 0.6%
Value $877K Shares 2,360 Est. Cost $362.33 Unrealized +17.6%
WCC WESCO INTL INC 0.6%
Value $867K Shares 3,168 Est. Cost $244.12 Unrealized +18.1%
GSK GSK PLC 0.6%
Value $844K Shares 15,297 Est. Cost $36.27 Unrealized
C CITIGROUP INC 0.6%
Value $793K Shares 6,993 Est. Cost $80.23 Unrealized +44.8%
MPC MARATHON PETE CORP 0.6%
Value $793K Shares 3,247 Est. Cost $148.02 Unrealized +24.8%
ITRN ITURAN LOCATION AND CONTROL 0.6%
Value $784K Shares 15,992 Est. Cost $36.06 Unrealized +26.4%
CALAMOS CONV OPPORTUNITIES & 0.6%
Value $767K Shares 71,436 Est. Cost $11.94 Unrealized
CF CF INDUSTRIES HOLD 0.6%
Value $763K Shares 5,880 Est. Cost $85.47 Unrealized +5.4%
VLO VALERO ENERGY CORP 0.6%
Value $756K Shares 3,061 Est. Cost $128.48 Unrealized +47.9%
CAH CARDINAL HEALTH INC 0.6%
Value $748K Shares 3,540 Est. Cost $137.35 Unrealized +56.8%
CLX CLOROX CO DEL 0.5%
Value $742K Shares 7,157 Est. Cost $114.41 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.5%
Value $737K Shares 1,939 Est. Cost $204.94 Unrealized +100.3%
HEI HEICO CORP NEW 0.5%
Value $734K Shares 2,677 Est. Cost $261.60 Unrealized +29.6%
UPS UNITED PARCEL SVCS INC 0.5%
Value $727K Shares 7,389 Est. Cost $118.52 Unrealized -7.3%
CEF SPROTT ASSET MANAGEMENT LP 0.5%
Value $721K Shares 15,113 Est. Cost $23.76 Unrealized
EWY ISHARES INC 0.5%
Value $717K Shares 5,825 Est. Cost $71.78 Unrealized
IEF ISHARES TR 0.5%
Value $714K Shares 7,478 Est. Cost $95.44 Unrealized
VICI VICI PPTYS INC 0.5%
Value $712K Shares 26,071 Est. Cost $28.86 Unrealized -2.4%
MSFT MICROSOFT CORP 0.5%
Value $703K Shares 1,900 Est. Cost $422.54 Unrealized +2.9%
UEC URANIUM ENERGY CORP 0.5%
Value $700K Shares 51,840 Est. Cost $7.63 Unrealized +116.1%
XLK SELECT SECTOR SPDR TR 0.5%
Value $691K Shares 5,200 Est. Cost $211.53 Unrealized
V VISA INC 0.5%
Value $663K Shares 2,193 Est. Cost $307.83 Unrealized +6.9%
UHT UNIVERSAL HEALTH RLTY INCOME 0.5%
Value $647K Shares 15,997 Est. Cost $40.70 Unrealized
UBER UBER TECHNOLOGIES INC 0.5%
Value $647K Shares 8,997 Est. Cost $72.88 Unrealized +8.0%
IIIN INSTEEL INDS INC 0.5%
Value $646K Shares 19,226 Est. Cost $34.76 Unrealized 0.0%
CI THE CIGNA GROUP 0.5%
Value $625K Shares 2,344 Est. Cost $298.25 Unrealized -5.9%
FOR FORESTAR GROUP INC 0.5%
Value $623K Shares 25,486 Est. Cost $26.34 Unrealized +4.1%
OKE ONEOK INC NEW 0.4%
Value $603K Shares 6,668 Est. Cost $78.53 Unrealized 0.0%
CUBE CUBESMART 0.4%
Value $600K Shares 16,374 Est. Cost $36.65 Unrealized
UNM UNUM GROUP 0.4%
Value $584K Shares 7,993 Est. Cost $69.68 Unrealized +8.4%
GD GENERAL DYNAMICS CORP 0.4%
Value $582K Shares 1,696 Est. Cost $262.86 Unrealized +34.9%
ALLY ALLY FINL INC 0.4%
Value $580K Shares 14,772 Est. Cost $35.30 Unrealized +21.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.4%
Value $560K Shares 7,874 Est. Cost $82.45 Unrealized -0.2%
APD AIR PRODUCTS AND CHEMICALS I 0.4%
Value $556K Shares 1,915 Est. Cost $287.84 Unrealized -5.7%
MLI MUELLER INDS INC 0.4%
Value $552K Shares 4,986 Est. Cost $80.47 Unrealized +54.6%
OZK BANK OZK LITTLE ROCK ARK 0.4%
Value $540K Shares 11,760 Est. Cost $48.33 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value $538K Shares 4,107 Est. Cost $61.60 Unrealized +127.0%
GAMCO GLOBAL GOLD NAT RES & 0.4%
Value $528K Shares 99,318 Est. Cost $3.79 Unrealized
R RYDER SYS INC 0.4%
Value $523K Shares 2,555 Est. Cost $155.23 Unrealized +30.8%
ADC AGREE RLTY CORP 0.4%
Value $513K Shares 6,811 Est. Cost $71.27 Unrealized
D DOMINION ENERGY INC 0.4%
Value $506K Shares 8,193 Est. Cost $54.39 Unrealized +13.3%
FE FIRSTENERGY CORP 0.4%
Value $502K Shares 9,900 Est. Cost $39.08 Unrealized +20.5%
DINO HF SINCLAIR CORP 0.4%
Value $499K Shares 8,006 Est. Cost $51.88 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.4%
Value $498K Shares 5,096 Est. Cost $116.71 Unrealized -8.0%
T AT&T INC 0.4%
Value $496K Shares 17,100 Est. Cost $23.07 Unrealized +11.6%
CGNX COGNEX CORP 0.4%
Value $491K Shares 10,027 Est. Cost $44.48 Unrealized 0.0%
IWM ISHARES TR 0.4%
Value $491K Shares 1,979 Est. Cost $223.61 Unrealized
TRV TRAVELERS COMPANIES INC 0.4%
Value $489K Shares 1,678 Est. Cost $247.76 Unrealized +16.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $487K Shares 9,700 Est. Cost $39.96 Unrealized +9.6%
DINO HF SINCLAIR CORP 0.4%
Value $487K Shares 7,800 Est. Cost $51.88 Unrealized 0.0%
BX BLACKSTONE INC 0.4%
Value $481K Shares 4,186 Est. Cost $161.38 Unrealized -12.7%
FE FIRSTENERGY CORP 0.4%
Value $481K Shares 9,500 Est. Cost $39.08 Unrealized +20.5%
D DOMINION ENERGY INC 0.3%
Value $470K Shares 7,600 Est. Cost $54.39 Unrealized +13.3%
PSLV SPROTT ASSET MANAGEMENT LP 0.3%
Value $467K Shares 19,166 Est. Cost $10.00 Unrealized
IYT ISHARES TR 0.3%
Value $464K Shares 6,214 Est. Cost $68.74 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $462K Shares 710 Est. Cost $669.08 Unrealized
HL HECLA MINING COMPANY 0.3%
Value $460K Shares 24,700 Est. Cost $5.95 Unrealized +304.5%
PRU PRUDENTIAL FINL INC 0.3%
Value $449K Shares 4,600 Est. Cost $116.71 Unrealized -8.0%
VNM VANECK ETF TRUST 0.3%
Value $447K Shares 25,796 Est. Cost $13.75 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value $447K Shares 2,300 Est. Cost $206.27 Unrealized 0.0%
CPA COPA HOLDINGS SA 0.3%
Value $446K Shares 3,926 Est. Cost $88.24 Unrealized +57.4%
PALL ABRDN PALLADIUM ETF TRUST 0.3%
Value $432K Shares 3,209 Est. Cost $145.38 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value $427K Shares 2,200 Est. Cost $206.27 Unrealized 0.0%
UPGD INVESCO EXCHANGE TRADED FD T 0.3%
Value $425K Shares 5,831 Est. Cost $69.12 Unrealized
MSM MSC INDL DIRECT INC 0.3%
Value $424K Shares 4,600 Est. Cost $82.98 Unrealized +7.1%
MSM MSC INDL DIRECT INC 0.3%
Value $424K Shares 4,600 Est. Cost $82.98 Unrealized +7.1%
OKE ONEOK INC NEW 0.3%
Value $416K Shares 4,600 Est. Cost $78.53 Unrealized 0.0%
TFC TRUIST FINL CORP 0.3%
Value $415K Shares 9,036 Est. Cost $42.63 Unrealized +20.0%
TFC TRUIST FINL CORP 0.3%
Value $391K Shares 8,500 Est. Cost $42.63 Unrealized +20.0%
BBY BEST BUY INC 0.3%
Value $388K Shares 6,049 Est. Cost $74.98 Unrealized -10.7%
CVS CVS HEALTH CORP 0.3%
Value $387K Shares 5,395 Est. Cost $78.65 Unrealized -0.9%
XHB SPDR SERIES TRUST 0.3%
Value $386K Shares 3,915 Est. Cost $104.39 Unrealized
PFE PFIZER INC 0.3%
Value $382K Shares 13,600 Est. Cost $24.57 Unrealized +6.5%
KBE SPDR SERIES TRUST 0.3%
Value $378K Shares 6,349 Est. Cost $55.30 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value $377K Shares 5,300 Est. Cost $64.05 Unrealized +31.9%
KDP KEURIG DR PEPPER INC 0.3%
Value $377K Shares 14,300 Est. Cost $28.32 Unrealized 0.0%
XTN SPDR SERIES TRUST 0.3%
Value $366K Shares 3,940 Est. Cost $87.09 Unrealized
BBY BEST BUY INC 0.3%
Value $366K Shares 5,700 Est. Cost $74.98 Unrealized -10.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value $366K Shares 11,430 Est. Cost $36.69 Unrealized +5.7%
XLV SELECT SECTOR SPDR TR 0.3%
Value $365K Shares 2,490 Est. Cost $145.10 Unrealized
IP INTERNATIONAL PAPER CO 0.3%
Value $364K Shares 10,200 Est. Cost $47.29 Unrealized -7.4%
VRT VERTIV HOLDINGS CO 0.3%
Value $364K Shares 1,452 Est. Cost $199.85 Unrealized 0.0%
NXG CUSHING MIDSTREAM ENERGY 0.3%
Value $363K Shares 8,157 Est. Cost $44.49 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value $362K Shares 5,100 Est. Cost $64.05 Unrealized +31.9%
KDP KEURIG DR PEPPER INC 0.3%
Value $358K Shares 13,600 Est. Cost $28.32 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.3%
Value $350K Shares 7,084 Est. Cost $49.15 Unrealized
MMS MAXIMUS INC 0.3%
Value $347K Shares 5,419 Est. Cost $77.24 Unrealized +12.7%
GOOG ALPHABET INC 0.3%
Value $347K Shares 1,210 Est. Cost $290.34 Unrealized +11.5%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value $347K Shares 5,700 Est. Cost $72.30 Unrealized -11.1%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value $347K Shares 5,700 Est. Cost $72.30 Unrealized -11.1%
CVS CVS HEALTH CORP 0.3%
Value $345K Shares 4,800 Est. Cost $78.65 Unrealized -0.9%
RIVERNORTH DOUBLELINE STRATE 0.3%
Value $343K Shares 44,760 Est. Cost $8.38 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value $342K Shares 2,516 Est. Cost $131.41 Unrealized -1.9%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $340K Shares 1,772 Est. Cost $178.30 Unrealized
RIVERNORTH OPPORTUNITIES FD 0.3%
Value $339K Shares 30,509 Est. Cost $11.76 Unrealized
VIRTUS GLOBAL MULTI-SECTOR I 0.2%
Value $335K Shares 45,331 Est. Cost $7.77 Unrealized
GLPI GAMING & LEISURE P 0.2%
Value $333K Shares 7,500 Est. Cost $47.71 Unrealized
GLPI GAMING & LEISURE P 0.2%
Value $333K Shares 7,500 Est. Cost $47.71 Unrealized
ABRDN INCOME CREDIT STRATEGI 0.2%
Value $329K Shares 64,568 Est. Cost $5.80 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value $326K Shares 3,935 Est. Cost $82.75 Unrealized
KO COCA COLA CO 0.2%
Value $319K Shares 4,198 Est. Cost $63.20 Unrealized +18.3%
WESTERN ASSET HIGH INCOM FD 0.2%
Value $314K Shares 78,862 Est. Cost $4.18 Unrealized
EQIX EQUINIX INC 0.2%
Value $314K Shares 320 Est. Cost $764.11 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value $313K Shares 2,300 Est. Cost $131.41 Unrealized -1.9%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $312K Shares 798 Est. Cost $365.89 Unrealized +17.8%
NEUBERGER HIGH YIELD ST FD I 0.2%
Value $309K Shares 47,760 Est. Cost $7.56 Unrealized
NFGC NEW FOUND GOLD CORP 0.2%
Value $303K Shares 156,100 Est. Cost $2.04 Unrealized +45.3%
WESTERN ASSET GBL HIGH INC F 0.2%
Value $302K Shares 51,221 Est. Cost $6.56 Unrealized
CTGO CONTANGO SILVER & GOLD INC 0.2%
Value $299K Shares 15,931 Est. Cost $28.64 Unrealized 0.0%
ADSK AUTODESK INC 0.2%
Value $298K Shares 1,244 Est. Cost $295.42 Unrealized -14.1%
QCOM QUALCOMM INC 0.2%
Value $298K Shares 2,311 Est. Cost $158.77 Unrealized -3.1%
MAR MARRIOTT INTL INC NEW 0.2%
Value $297K Shares 909 Est. Cost $271.56 Unrealized +21.8%
NUVEEN CR STRATEGIES INCOME 0.2%
Value $293K Shares 60,119 Est. Cost $5.00 Unrealized
PZZA PAPA JOHNS INTL INC 0.2%
Value $288K Shares 8,900 Est. Cost $39.22 Unrealized -10.3%
PZZA PAPA JOHNS INTL INC 0.2%
Value $288K Shares 8,900 Est. Cost $39.22 Unrealized -10.3%
ETR ENTERGY CORP NEW 0.2%
Value $285K Shares 2,534 Est. Cost $80.66 Unrealized +20.7%
GIS GENERAL MILLS INC 0.2%
Value $283K Shares 7,600 Est. Cost $47.35 Unrealized -4.0%
GIS GENERAL MILLS INC 0.2%
Value $283K Shares 7,600 Est. Cost $47.35 Unrealized -4.0%
KKR INCOME OPPORTUNITIES FD 0.2%
Value $282K Shares 25,654 Est. Cost $11.00 Unrealized
SMH VANECK ETF TRUST 0.2%
Value $282K Shares 735 Est. Cost $278.88 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $280K Shares 1,914 Est. Cost $75.95 Unrealized +103.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $270K Shares 1,112 Est. Cost $217.92 Unrealized +30.3%
IVV ISHARES TR 0.2%
Value $267K Shares 409 Est. Cost $653.21 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value $264K Shares 4,084 Est. Cost $54.50 Unrealized +39.0%
VOXR VOX ROYALTY CORP 0.2%
Value $262K Shares 49,920 Est. Cost $2.69 Unrealized +93.8%
NECB NORTHEAST CMNTY BANCORP INC 0.2%
Value $259K Shares 10,896 Est. Cost $23.63 Unrealized 0.0%
DDOG DATADOG INC 0.2%
Value $236K Shares 1,997 Est. Cost $134.50 Unrealized -7.9%
XLC SELECT SECTOR SPDR TR 0.2%
Value $235K Shares 2,123 Est. Cost $99.87 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $235K Shares 732 Est. Cost $314.17 Unrealized
SHOP SHOPIFY INC 0.2%
Value $235K Shares 1,978 Est. Cost $102.49 Unrealized +33.1%
RWM PROSHARES TR 0.2%
Value $232K Shares 14,318 Est. Cost $18.74 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value $227K Shares 3,020 Est. Cost $67.03 Unrealized
SBSW SIBANYE STILLWATER LTD 0.2%
Value $219K Shares 17,801 Est. Cost $4.14 Unrealized
DXCM DEXCOM INC 0.2%
Value $216K Shares 3,446 Est. Cost $70.92 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $213K Shares 1,048 Est. Cost $108.87 Unrealized +103.6%
GDX VANECK ETF TRUST 0.2%
Value $212K Shares 2,312 Est. Cost $91.77 Unrealized
MCD MCDONALDS CORP 0.2%
Value $211K Shares 678 Est. Cost $305.09 Unrealized +4.0%
DBRG DIGITALBRIDGE GROUP INC 0.2%
Value $205K Shares 13,275 Est. Cost $12.01 Unrealized +28.1%
CNXC CONCENTRIX CORP 0.1%
Value $202K Shares 7,400 Est. Cost $50.36 Unrealized -24.6%
CNXC CONCENTRIX CORP 0.1%
Value $202K Shares 7,400 Est. Cost $50.36 Unrealized -24.6%
XSD SPDR SERIES TRUST 0.1%
Value $201K Shares 616 Est. Cost $326.12 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $201K Shares 1,277 Est. Cost $156.20 Unrealized +5.6%
JOBY JOBY AVIATION INC 0.1%
Value $197K Shares 23,834 Est. Cost $6.70 Unrealized +84.8%
XPL SOLITARIO RESOURCES CORP 0.1%
Value $169K Shares 205,966 Est. Cost $0.65 Unrealized +13.5%
TMQ TRILOGY METALS INC NEW 0.1%
Value $167K Shares 46,520 Est. Cost $1.02 Unrealized +395.5%
ACHR ARCHER AVIATION INC 0.1%
Value $141K Shares 27,346 Est. Cost $6.16 Unrealized +26.2%
PLG PLATINUM GROUP METALS LTD 0.1%
Value $114K Shares 64,580 Est. Cost $1.60 Unrealized +65.4%
DNN DENISON MINES CORP 0.1%
Value $102K Shares 28,900 Est. Cost $2.28 Unrealized +65.7%
UROY URANIUM RTY CORP 0.1%
Value $82,490 Shares 22,600 Est. Cost $3.09 Unrealized +39.9%
UEC URANIUM ENERGY CORP 0.0%
Value $47,250 Shares 3,500 Est. Cost $7.63 Unrealized +116.1%
ABRDN GLOBAL INCOME FUND INC 0.0%
Value $45,045 Shares 14,300 Est. Cost $2.93 Unrealized
HL HECLA MINING COMPANY 0.0%
Value $29,808 Shares 1,600 Est. Cost $5.95 Unrealized +304.5%
DNN DENISON MINES CORP 0.0%
Value $24,650 Shares 5,000 Est. Cost $2.28 Unrealized +65.7%
GLDG GOLDMINING INC 0.0%
Value $12,614 Shares 10,600 Est. Cost $0.89 Unrealized +76.2%