PENSION & WEALTH MANAGEMENT ADVISORS, INC. Diversified Active

Location: Waltham, MA

CIK: 0002145782 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Aug 7, 2026

Total Value: $317M (100.0% shares, 0.0% debt)

Holdings (539)

SCHK SCHWAB 1000 INDEX ETF 12.1%
Value $38.43M Shares 1,196,453 Est. Cost $34.31 Unrealized
FBND FIDELITY TOTAL BOND ETF 7.8%
Value $24.79M Shares 536,060 Est. Cost $45.26 Unrealized
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 7.7%
Value $24.32M Shares 599,422 Est. Cost $40.30 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 7.5%
Value $23.72M Shares 72,274 Est. Cost $285.62 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 4.6%
Value $14.61M Shares 176,930 Est. Cost $72.36 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 3.3%
Value $10.45M Shares 117,413 Est. Cost $72.20 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.1%
Value $9.97M Shares 14,895 Est. Cost $514.92 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 2.4%
Value $7.681M Shares 227,798 Est. Cost $33.72 Unrealized
FLTR VANECK IG FLOATING RATE ETF 2.0%
Value $6.344M Shares 248,117 Est. Cost $25.43 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 2.0%
Value $6.261M Shares 109,647 Est. Cost $57.66 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 1.5%
Value $4.884M Shares 74,832 Est. Cost $64.41 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 1.4%
Value $4.59M Shares 88,325 Est. Cost $51.94 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 1.3%
Value $4.184M Shares 19,574 Est. Cost $213.07 Unrealized
AAPL APPLE INC COM 1.2%
Value $3.803M Shares 14,934 Est. Cost $171.50 Unrealized +31.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value $3.488M Shares 6,937 Est. Cost $345.61 Unrealized +40.1%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 1.1%
Value $3.453M Shares 79,745 Est. Cost $42.18 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.1%
Value $3.433M Shares 15,910 Est. Cost $156.74 Unrealized
VB VANGUARD SMALL-CAP ETF 1.0%
Value $3.123M Shares 12,282 Est. Cost $233.65 Unrealized
NVDA NVIDIA CORPORATION COM 1.0%
Value $3.069M Shares 16,448 Est. Cost $96.00 Unrealized +81.5%
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.9%
Value $2.96M Shares 58,321 Est. Cost $50.48 Unrealized
VO VANGUARD MID-CAP ETF 0.9%
Value $2.762M Shares 9,404 Est. Cost $261.16 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.8%
Value $2.654M Shares 27,900 Est. Cost $72.33 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.8%
Value $2.511M Shares 58,451 Est. Cost $30.67 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value $2.418M Shares 4,667 Est. Cost $322.27 Unrealized +57.9%
PM PHILIP MORRIS INTL INC COM 0.8%
Value $2.411M Shares 14,864 Est. Cost $121.57 Unrealized +35.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value $2.357M Shares 12,422 Est. Cost $174.18 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.6%
Value $2.05M Shares 17,249 Est. Cost $111.23 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.6%
Value $1.925M Shares 2,889 Est. Cost $487.30 Unrealized
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF 0.6%
Value $1.888M Shares 22,580 Est. Cost $57.43 Unrealized
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.6%
Value $1.83M Shares 20,220 Est. Cost $77.49 Unrealized
APLD APPLIED DIGITAL CORP COM NEW 0.5%
Value $1.718M Shares 74,904 Est. Cost $5.30 Unrealized +179.4%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.5%
Value $1.705M Shares 23,206 Est. Cost $54.82 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.5%
Value $1.694M Shares 16,471 Est. Cost $84.23 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.5%
Value $1.687M Shares 11,969 Est. Cost $123.16 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.5%
Value $1.601M Shares 161,059 Est. Cost $10.15 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.5%
Value $1.583M Shares 50,798 Est. Cost $38.27 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value $1.574M Shares 6,474 Est. Cost $145.80 Unrealized +43.5%
VTV VANGUARD VALUE ETF 0.5%
Value $1.553M Shares 8,326 Est. Cost $168.82 Unrealized
WELL WELLTOWER INC COM 0.5%
Value $1.469M Shares 8,244 Est. Cost $128.69 Unrealized +27.0%
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.4%
Value $1.395M Shares 13,844 Est. Cost $86.74 Unrealized
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.4%
Value $1.36M Shares 60,384 Est. Cost $18.25 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.4%
Value $1.341M Shares 13,704 Est. Cost $86.38 Unrealized
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.4%
Value $1.285M Shares 2,771 Est. Cost $424.19 Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.4%
Value $1.174M Shares 4,163 Est. Cost $190.38 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.4%
Value $1.152M Shares 8,141 Est. Cost $130.86 Unrealized
VFH VANGUARD FINANCIALS ETF 0.3%
Value $1.05M Shares 8,004 Est. Cost $118.76 Unrealized
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.3%
Value $1.046M Shares 181,870 Est. Cost $5.31 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.3%
Value $1.012M Shares 14,172 Est. Cost $62.85 Unrealized
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.3%
Value $1.006M Shares 24,471 Est. Cost $35.04 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.3%
Value $982K Shares 10,168 Est. Cost $86.38 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value $950K Shares 3,011 Est. Cost $146.15 Unrealized +102.5%
MO ALTRIA GROUP INC COM 0.3%
Value $945K Shares 14,301 Est. Cost $47.71 Unrealized +28.7%
AMZN AMAZON COM INC COM 0.3%
Value $937K Shares 4,266 Est. Cost $162.22 Unrealized +39.5%
BLACKROCK FLOATING RATE INCOME COM 0.3%
Value $920K Shares 70,883 Est. Cost $12.50 Unrealized
HD HOME DEPOT INC COM 0.3%
Value $910K Shares 2,245 Est. Cost $307.89 Unrealized +26.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value $890K Shares 1,899 Est. Cost $401.58 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.3%
Value $883K Shares 24,144 Est. Cost $27.28 Unrealized
FFSM FIDELITY FUNDAMENTAL SMALL-MID CAP ETF 0.3%
Value $865K Shares 29,600 Est. Cost $26.49 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.3%
Value $841K Shares 6,002 Est. Cost $133.69 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.3%
Value $838K Shares 8,000 Est. Cost $96.14 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.3%
Value $831K Shares 16,276 Est. Cost $50.99 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value $824K Shares 15,531 Est. Cost $51.89 Unrealized
GSBD GOLDMAN SACHS BDC INC SHS 0.3%
Value $810K Shares 79,652 Est. Cost $12.64 Unrealized -10.0%
CGBD CARLYLE SECURED LENDING INC COM 0.2%
Value $777K Shares 62,173 Est. Cost $12.89 Unrealized -0.0%
EPI WISDOMTREE INDIA EARNINGS FUND 0.2%
Value $752K Shares 17,020 Est. Cost $45.24 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.2%
Value $733K Shares 15,848 Est. Cost $43.20 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.2%
Value $730K Shares 48,749 Est. Cost $14.82 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value $726K Shares 4,159 Est. Cost $135.19 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.2%
Value $724K Shares 8,543 Est. Cost $62.72 Unrealized
META META PLATFORMS INC CL A 0.2%
Value $712K Shares 968 Est. Cost $380.47 Unrealized +95.3%
BLACKROCK ENHANCED EQUITY DIVI COM 0.2%
Value $708K Shares 77,679 Est. Cost $7.99 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value $706K Shares 2,900 Est. Cost $161.96 Unrealized +29.6%
XHE STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF 0.2%
Value $700K Shares 8,893 Est. Cost $87.84 Unrealized
MLPA GLOBAL X MLP ETF 0.2%
Value $699K Shares 14,434 Est. Cost $49.27 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.2%
Value $682K Shares 4,783 Est. Cost $115.55 Unrealized
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.2%
Value $653K Shares 25,584 Est. Cost $24.28 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value $651K Shares 10,417 Est. Cost $63.52 Unrealized -0.2%
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value $587K Shares 11,746 Est. Cost $42.43 Unrealized
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.2%
Value $560K Shares 6,350 Est. Cost $48.57 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.2%
Value $546K Shares 16,198 Est. Cost $31.00 Unrealized
VINP VINCI COMPASS INVESTMENTS LTD COM CL A 0.2%
Value $533K Shares 49,575 Est. Cost $10.11 Unrealized -1.7%
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND 0.2%
Value $518K Shares 12,802 Est. Cost $34.97 Unrealized
DHR DANAHER CORP DEL COM 0.2%
Value $502K Shares 2,528 Est. Cost $217.78 Unrealized -8.9%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value $501K Shares 834 Est. Cost $402.96 Unrealized
KO COCA COLA CO COM 0.2%
Value $488K Shares 7,364 Est. Cost $58.96 Unrealized +15.2%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value $480K Shares 3,918 Est. Cost $106.61 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.2%
Value $477K Shares 3,513 Est. Cost $95.37 Unrealized
BX BLACKSTONE INC COM 0.1%
Value $467K Shares 2,734 Est. Cost $147.73 Unrealized +14.7%
NEE NEXTERA ENERGY INC COM 0.1%
Value $463K Shares 6,138 Est. Cost $73.23 Unrealized -1.4%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.1%
Value $461K Shares 10,000 Est. Cost $43.47 Unrealized
EBND STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.1%
Value $441K Shares 20,659 Est. Cost $20.53 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value $434K Shares 2,080 Est. Cost $160.37 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.1%
Value $432K Shares 35,203 Est. Cost $11.93 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value $431K Shares 3,895 Est. Cost $108.18 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value $430K Shares 3,023 Est. Cost $108.22 Unrealized
FDIF FIDELITY DISRUPTORS ETF 0.1%
Value $429K Shares 12,063 Est. Cost $31.41 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.1%
Value $420K Shares 24,824 Est. Cost $21.14 Unrealized -10.0%
XOM EXXON MOBIL CORP COM 0.1%
Value $413K Shares 3,664 Est. Cost $97.25 Unrealized +12.8%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value $402K Shares 6,013 Est. Cost $61.08 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value $400K Shares 6,000 Est. Cost $66.28 Unrealized
PAX PATRIA INVESTMENTS LIMITED COM CL A 0.1%
Value $400K Shares 27,380 Est. Cost $12.27 Unrealized +10.8%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.1%
Value $384K Shares 8,340 Est. Cost $40.23 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value $376K Shares 2,027 Est. Cost $155.31 Unrealized +9.1%
AVGO BROADCOM INC COM 0.1%
Value $362K Shares 1,097 Est. Cost $203.24 Unrealized +50.4%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.1%
Value $355K Shares 11,954 Est. Cost $25.51 Unrealized
RPC RIDGEPOST CAP INC CL A COM 0.1%
Value $353K Shares 32,430 Est. Cost $10.22 Unrealized +16.4%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $350K Shares 3,752 Est. Cost $75.85 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.1%
Value $350K Shares 4,201 Est. Cost $93.45 Unrealized -16.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $348K Shares 777 Est. Cost $271.57 Unrealized +76.7%
COST COSTCO WHOLESALE CORPORATION COM 0.1%
Value $343K Shares 370 Est. Cost $750.37 Unrealized +27.5%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value $335K Shares 448 Est. Cost $498.33 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value $334K Shares 6,161 Est. Cost $42.57 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value $330K Shares 1,610 Est. Cost $93.28 Unrealized +93.8%
PG PROCTER & GAMBLE CO COM 0.1%
Value $328K Shares 2,131 Est. Cost $151.61 Unrealized +2.2%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.1%
Value $320K Shares 1,335 Est. Cost $202.39 Unrealized
GTLS CHART INDS INC COM 0.1%
Value $318K Shares 1,591 Est. Cost $137.54 Unrealized +38.2%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.1%
Value $317K Shares 6,962 Est. Cost $33.65 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value $305K Shares 1,300 Est. Cost $160.69 Unrealized
ORCL ORACLE CORP COM 0.1%
Value $303K Shares 1,078 Est. Cost $113.20 Unrealized +124.5%
CLBT CELLEBRITE DI LTD ORDINARY SHARES 0.1%
Value $301K Shares 16,250 Est. Cost $16.66 Unrealized -5.7%
TJX TJX COS INC NEW COM 0.1%
Value $293K Shares 2,030 Est. Cost $120.10 Unrealized +10.1%
ESTC ELASTIC N V ORD SHS 0.1%
Value $290K Shares 3,432 Est. Cost $84.68 Unrealized -0.6%
DUFF & PHELPS UTLITY AND INFST COM 0.1%
Value $285K Shares 22,056 Est. Cost $9.55 Unrealized
V VISA INC COM CL A 0.1%
Value $284K Shares 832 Est. Cost $281.04 Unrealized +22.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value $277K Shares 2,761 Est. Cost $96.85 Unrealized
CPA COPA HOLDINGS SA CL A 0.1%
Value $271K Shares 2,279 Est. Cost $75.62 Unrealized +48.0%
GMED GLOBUS MED INC CL A 0.1%
Value $271K Shares 4,728 Est. Cost $62.97 Unrealized -8.5%
DT DYNATRACE INC COM NEW 0.1%
Value $265K Shares 5,460 Est. Cost $51.16 Unrealized -1.1%
WMT WALMART INC COM 0.1%
Value $264K Shares 2,557 Est. Cost $79.51 Unrealized +24.8%
CACI CACI INTL INC CL A 0.1%
Value $262K Shares 525 Est. Cost $433.80 Unrealized +11.4%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value $256K Shares 1,917 Est. Cost $138.68 Unrealized +1.5%
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 0.1%
Value $254K Shares 3,952 Est. Cost $58.75 Unrealized
ADBE ADOBE INC COM 0.1%
Value $254K Shares 720 Est. Cost $358.75 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value $253K Shares 6,457 Est. Cost $45.03 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value $252K Shares 766 Est. Cost $261.30 Unrealized +23.3%
RVTY REVVITY INC COM 0.1%
Value $252K Shares 2,874 Est. Cost $95.82 Unrealized -5.3%
INTU INTUIT COM 0.1%
Value $245K Shares 358 Est. Cost $582.96 Unrealized +23.4%
VRNS VARONIS SYS INC COM 0.1%
Value $239K Shares 4,166 Est. Cost $43.01 Unrealized +29.0%
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.1%
Value $239K Shares 2,160 Est. Cost $96.90 Unrealized
SGRY SURGERY PARTNERS INC COM 0.1%
Value $235K Shares 10,866 Est. Cost $25.38 Unrealized -12.1%
ETN EATON CORP PLC SHS 0.1%
Value $231K Shares 617 Est. Cost $290.70 Unrealized +25.0%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value $230K Shares 1,908 Est. Cost $99.10 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.1%
Value $228K Shares 1,426 Est. Cost $106.35 Unrealized +67.6%
ABBV ABBVIE INC COM 0.1%
Value $228K Shares 983 Est. Cost $162.40 Unrealized +24.4%
SOURCE CAPITAL COM SHS OF BEN I 0.1%
Value $224K Shares 4,983 Est. Cost $41.58 Unrealized
KKR KKR & CO INC COM 0.1%
Value $223K Shares 1,714 Est. Cost $136.88 Unrealized +3.5%
WAB WABTEC COM 0.1%
Value $220K Shares 1,095 Est. Cost $104.95 Unrealized +87.7%
STGW STAGWELL INC COM CL A 0.1%
Value $211K Shares 37,393 Est. Cost $5.89 Unrealized -9.9%
STT STATE STR CORP COM 0.1%
Value $210K Shares 1,812 Est. Cost $92.75 Unrealized +18.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $207K Shares 733 Est. Cost $139.50 Unrealized +86.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value $203K Shares 2,542 Est. Cost $75.22 Unrealized
OS ONESTREAM INC CL A 0.1%
Value $201K Shares 10,927 Est. Cost $24.39 Unrealized -10.0%
PHR PHREESIA INC COM 0.1%
Value $194K Shares 8,265 Est. Cost $23.97 Unrealized +13.5%
EBC EASTERN BANKSHARES INC COM 0.1%
Value $182K Shares 10,000 Est. Cost $17.39 Unrealized -6.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value $180K Shares 371 Est. Cost $505.61 Unrealized -8.1%
MCD MCDONALDS CORP COM 0.1%
Value $178K Shares 584 Est. Cost $261.32 Unrealized +15.3%
GDS GDS HLDGS LTD SPONSORED ADS 0.1%
Value $176K Shares 4,540 Est. Cost $14.71 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value $175K Shares 2,552 Est. Cost $45.26 Unrealized +48.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value $172K Shares 941 Est. Cost $71.44 Unrealized +126.8%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $169K Shares 1,850 Est. Cost $89.12 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value $161K Shares 1,013 Est. Cost $106.43 Unrealized +37.6%
DIS DISNEY WALT CO COM 0.1%
Value $161K Shares 1,405 Est. Cost $93.46 Unrealized +25.2%
ICFI ICF INTL INC COM 0.1%
Value $159K Shares 1,710 Est. Cost $92.67 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $159K Shares 1,113 Est. Cost $91.41 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value $155K Shares 722 Est. Cost $121.42 Unrealized +64.9%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $154K Shares 1,656 Est. Cost $72.14 Unrealized
GLXY GALAXY DIGITAL HOLDINGS LTD. 0.0%
Value $151K Shares 4,477 Est. Cost $11.14 Unrealized +142.2%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value $149K Shares 3,389 Est. Cost $36.00 Unrealized +18.0%
QCOM QUALCOMM INC COM 0.0%
Value $148K Shares 890 Est. Cost $152.94 Unrealized +2.8%
RNGR RANGER ENERGY SVCS INC COM CL A 0.0%
Value $146K Shares 10,373 Est. Cost $12.00 Unrealized +9.6%
ONTO ONTO INNOVATION INC COM 0.0%
Value $145K Shares 1,122 Est. Cost $107.03 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value $144K Shares 560 Est. Cost $229.88 Unrealized +8.9%
SDGR SCHRODINGER INC COM 0.0%
Value $142K Shares 7,090 Est. Cost $24.13 Unrealized -16.7%
TSLA TESLA INC COM 0.0%
Value $141K Shares 317 Est. Cost $243.82 Unrealized +42.3%
MKSI MKS INC. COM 0.0%
Value $141K Shares 1,137 Est. Cost $95.16 Unrealized +11.7%
CERT CERTARA INC COM 0.0%
Value $140K Shares 11,441 Est. Cost $15.97 Unrealized -31.5%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $139K Shares 1,000 Est. Cost $116.00 Unrealized +13.0%
PUMP PROPETRO HLDG CORP COM 0.0%
Value $137K Shares 26,210 Est. Cost $7.15 Unrealized -25.8%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value $137K Shares 11,732 Est. Cost $14.54 Unrealized -23.3%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $136K Shares 1,239 Est. Cost $81.13 Unrealized +31.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $136K Shares 445 Est. Cost $237.29 Unrealized +14.4%
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.0%
Value $136K Shares 2,610 Est. Cost $48.30 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value $135K Shares 1,550 Est. Cost $61.95 Unrealized
ODD ODDITY TECH LTD SHS CL A 0.0%
Value $134K Shares 2,149 Est. Cost $64.95 Unrealized 0.0%
PAR PAR TECHNOLOGY CORP COM 0.0%
Value $134K Shares 3,375 Est. Cost $55.23 Unrealized 0.0%
NVST ENVISTA HOLDINGS CORPORATION COM 0.0%
Value $132K Shares 6,483 Est. Cost $17.41 Unrealized +18.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value $131K Shares 900 Est. Cost $130.54 Unrealized
UCTT ULTRA CLEAN HLDGS INC COM 0.0%
Value $130K Shares 4,759 Est. Cost $38.07 Unrealized -35.4%
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value $128K Shares 3,441 Est. Cost $34.79 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $128K Shares 369 Est. Cost $253.79 Unrealized +38.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value $127K Shares 1,143 Est. Cost $106.55 Unrealized
OFIX ORTHOFIX MED INC COM 0.0%
Value $125K Shares 8,525 Est. Cost $13.13 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value $125K Shares 577 Est. Cost $191.92 Unrealized +17.5%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $124K Shares 651 Est. Cost $142.91 Unrealized +42.6%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value $122K Shares 1,225 Est. Cost $115.55 Unrealized -10.9%
MDT MEDTRONIC PLC SHS 0.0%
Value $119K Shares 1,253 Est. Cost $83.42 Unrealized +9.4%
QLTY GMO US QUALITY ETF 0.0%
Value $119K Shares 3,291 Est. Cost $30.48 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value $118K Shares 3,819 Est. Cost $41.58 Unrealized -19.7%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $117K Shares 778 Est. Cost $94.50 Unrealized +41.1%
MMM 3M CO COM 0.0%
Value $116K Shares 748 Est. Cost $90.68 Unrealized +68.8%
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.0%
Value $114K Shares 1,000 Est. Cost $106.52 Unrealized
AZTA AZENTA INC COM 0.0%
Value $114K Shares 3,968 Est. Cost $47.59 Unrealized -34.9%
HON HONEYWELL INTL INC COM 0.0%
Value $110K Shares 523 Est. Cost $198.56 Unrealized +4.3%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $110K Shares 1,866 Est. Cost $60.17 Unrealized
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $106K Shares 1,963 Est. Cost $52.37 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $105K Shares 708 Est. Cost $108.96 Unrealized +24.4%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $105K Shares 1,945 Est. Cost $46.62 Unrealized +12.2%
RPM RPM INTL INC COM 0.0%
Value $104K Shares 885 Est. Cost $121.57 Unrealized -1.3%
NETL COLTERPOINT NET LEASE REAL ESTATE ETF 0.0%
Value $103K Shares 4,200 Est. Cost $24.41 Unrealized
AZO AUTOZONE INC COM 0.0%
Value $102K Shares 23 Est. Cost $3315.70 Unrealized +21.0%
ABT ABBOTT LABORATORIES COM 0.0%
Value $102K Shares 758 Est. Cost $113.47 Unrealized +15.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $101K Shares 1,056 Est. Cost $75.32 Unrealized +25.5%
WESTERN ASSET EMERGING MKTS DE COM 0.0%
Value $97,512 Shares 9,448 Est. Cost $9.00 Unrealized
PGIM SHORT DUR HIG YLD OPP FD COM 0.0%
Value $95,496 Shares 5,711 Est. Cost $14.73 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $93,920 Shares 320 Est. Cost $228.99 Unrealized +30.0%
SPGI S&P GLOBAL INC COM 0.0%
Value $90,417 Shares 185 Est. Cost $437.75 Unrealized +22.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $89,694 Shares 885 Est. Cost $96.71 Unrealized -2.3%
CVX CHEVRON CORPORATION COM 0.0%
Value $89,560 Shares 576 Est. Cost $151.06 Unrealized +0.8%
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value $89,156 Shares 3,108 Est. Cost $23.26 Unrealized
GEO GEO GROUP INC COM 0.0%
Value $89,132 Shares 4,350 Est. Cost $28.17 Unrealized -18.9%
KHC KRAFT HEINZ CO COM 0.0%
Value $87,416 Shares 3,357 Est. Cost $30.66 Unrealized -13.6%
ES EVERSOURCE ENERGY COM 0.0%
Value $87,154 Shares 1,225 Est. Cost $58.89 Unrealized +9.0%
CSGP COSTAR GROUP INC COM 0.0%
Value $87,029 Shares 1,031 Est. Cost $78.74 Unrealized +12.2%
GLD SPDR GOLD SHARES 0.0%
Value $86,982 Shares 244 Est. Cost $253.63 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value $85,998 Shares 1,506 Est. Cost $57.10 Unrealized
RTX RTX CORPORATION COM 0.0%
Value $85,513 Shares 510 Est. Cost $122.97 Unrealized +25.5%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $85,346 Shares 15 Est. Cost $4823.26 Unrealized +15.3%
HPQ HP INC COM 0.0%
Value $81,878 Shares 3,006 Est. Cost $27.19 Unrealized -3.9%
AMT AMERICAN TOWER CORP COM 0.0%
Value $80,967 Shares 421 Est. Cost $178.38 Unrealized +14.7%
NOW SERVICENOW INC COM 0.0%
Value $80,524 Shares 86 Est. Cost $176.15 Unrealized +6.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value $80,272 Shares 241 Est. Cost $293.56 Unrealized +7.8%
CB CHUBB LTD SWITZ COM 0.0%
Value $80,154 Shares 283 Est. Cost $281.91 Unrealized -2.4%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value $77,919 Shares 279 Est. Cost $144.08 Unrealized +86.1%
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $77,726 Shares 870 Est. Cost $85.66 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $75,863 Shares 2,414 Est. Cost $35.10 Unrealized -5.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $73,942 Shares 438 Est. Cost $126.93 Unrealized +40.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value $73,319 Shares 391 Est. Cost $180.47 Unrealized +2.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $73,072 Shares 375 Est. Cost $179.90 Unrealized
PEP PEPSICO INC COM 0.0%
Value $72,075 Shares 513 Est. Cost $157.33 Unrealized -10.7%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value $70,896 Shares 800 Est. Cost $85.97 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $70,616 Shares 527 Est. Cost $75.86 Unrealized +39.1%
GIS GENERAL MILLS INC COM 0.0%
Value $69,601 Shares 1,380 Est. Cost $72.93 Unrealized -32.2%
WM WASTE MGMT INC DEL COM 0.0%
Value $69,354 Shares 313 Est. Cost $210.56 Unrealized +6.2%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $69,142 Shares 1,300 Est. Cost $28.03 Unrealized +75.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $68,896 Shares 1,072 Est. Cost $54.77 Unrealized +22.1%
EXC EXELON CORP COM 0.0%
Value $67,425 Shares 1,498 Est. Cost $39.20 Unrealized +10.7%
VUG VANGUARD GROWTH ETF 0.0%
Value $67,267 Shares 140 Est. Cost $331.13 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value $67,076 Shares 284 Est. Cost $208.93 Unrealized +12.5%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $64,991 Shares 400 Est. Cost $143.09 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $64,779 Shares 132 Est. Cost $343.05 Unrealized +32.6%
EOG EOG RES INC COM 0.0%
Value $64,502 Shares 575 Est. Cost $119.49 Unrealized -1.3%
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value $64,436 Shares 66 Est. Cost $938.56 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value $64,079 Shares 1,421 Est. Cost $45.09 Unrealized
SPIR SPIRE GLOBAL INC COM CL A NEW 0.0%
Value $64,038 Shares 5,826 Est. Cost $12.21 Unrealized -15.4%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value $63,434 Shares 989 Est. Cost $68.61 Unrealized -4.1%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $60,865 Shares 3,578 Est. Cost $17.01 Unrealized
MTB M&T BANK CORP 0.0%
Value $60,682 Shares 307 Est. Cost $136.97 Unrealized +41.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value $59,544 Shares 97 Est. Cost $572.14 Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value $58,949 Shares 804 Est. Cost $73.67 Unrealized +0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $58,785 Shares 602 Est. Cost $96.81 Unrealized +7.0%
FISV FISERV INC COM 0.0%
Value $58,534 Shares 454 Est. Cost $156.82 Unrealized -8.6%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $57,210 Shares 90 Est. Cost $556.62 Unrealized +6.8%
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value $55,164 Shares 487 Est. Cost $100.32 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $54,760 Shares 210 Est. Cost $216.31 Unrealized +19.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $54,450 Shares 908 Est. Cost $55.63 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $53,296 Shares 220 Est. Cost $214.86 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $53,204 Shares 264 Est. Cost $155.95 Unrealized +30.8%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value $52,848 Shares 900 Est. Cost $56.56 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value $52,323 Shares 2,051 Est. Cost $30.73 Unrealized +0.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $52,208 Shares 387 Est. Cost $160.10 Unrealized -1.6%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value $51,843 Shares 1,194 Est. Cost $30.40 Unrealized
MSCI MSCI INC COM 0.0%
Value $51,651 Shares 91 Est. Cost $517.56 Unrealized +8.7%
HUBB HUBBELL INC COM 0.0%
Value $51,647 Shares 120 Est. Cost $438.48 Unrealized -2.3%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value $50,919 Shares 102 Est. Cost $437.29 Unrealized +2.5%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $48,054 Shares 236 Est. Cost $191.42 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value $47,840 Shares 2,343 Est. Cost $20.84 Unrealized +2.3%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $47,636 Shares 211 Est. Cost $208.08 Unrealized +3.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $46,757 Shares 289 Est. Cost $160.19 Unrealized +0.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $46,754 Shares 376 Est. Cost $117.96 Unrealized +7.5%
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $46,183 Shares 986 Est. Cost $39.24 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $45,925 Shares 677 Est. Cost $65.38 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value $45,868 Shares 315 Est. Cost $49.69 Unrealized +146.3%
DOV DOVER CORP COM 0.0%
Value $45,378 Shares 272 Est. Cost $178.62 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.0%
Value $45,160 Shares 150 Est. Cost $255.32 Unrealized +6.8%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value $45,136 Shares 310 Est. Cost $145.60 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $44,885 Shares 500 Est. Cost $26.24 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $44,788 Shares 473 Est. Cost $101.43 Unrealized -8.0%
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value $43,240 Shares 962 Est. Cost $41.46 Unrealized +0.1%
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value $42,044 Shares 504 Est. Cost $73.39 Unrealized
UNP UNION PAC CORP COM 0.0%
Value $41,787 Shares 176 Est. Cost $219.15 Unrealized +1.8%
MET METLIFE INC COM 0.0%
Value $41,185 Shares 500 Est. Cost $65.10 Unrealized +19.7%
TDG TRANSDIGM GROUP INC COM 0.0%
Value $40,990 Shares 31 Est. Cost $1319.04 Unrealized +3.5%
FICO FAIR ISAAC CORP COM 0.0%
Value $40,406 Shares 27 Est. Cost $1813.21 Unrealized -17.1%
ALAB ASTERA LABS INC COM 0.0%
Value $40,139 Shares 205 Est. Cost $55.64 Unrealized +195.5%
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value $40,113 Shares 2,665 Est. Cost $10.41 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value $39,347 Shares 54 Est. Cost $680.44 Unrealized +11.5%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value $39,002 Shares 977 Est. Cost $39.49 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value $38,929 Shares 1,100 Est. Cost $278.97 Unrealized -86.7%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $38,767 Shares 1,539 Est. Cost $25.05 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value $38,030 Shares 1,565 Est. Cost $24.07 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value $37,900 Shares 965 Est. Cost $12.42 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value $37,776 Shares 1,552 Est. Cost $23.96 Unrealized
NBBK NB BANCORP INC COM 0.0%
Value $37,683 Shares 2,135 Est. Cost $16.89 Unrealized +8.6%
STE STERIS PLC SHS USD 0.0%
Value $37,669 Shares 152 Est. Cost $207.61 Unrealized +15.1%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value $37,605 Shares 182 Est. Cost $186.81 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value $37,429 Shares 351 Est. Cost $73.75 Unrealized +42.7%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value $37,160 Shares 1,027 Est. Cost $24.78 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value $37,055 Shares 1,452 Est. Cost $24.90 Unrealized
O REALTY INCOME CORP COM 0.0%
Value $36,976 Shares 608 Est. Cost $56.92 Unrealized 0.0%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value $36,875 Shares 315 Est. Cost $110.23 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value $36,777 Shares 1,567 Est. Cost $22.80 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value $36,762 Shares 657 Est. Cost $51.00 Unrealized
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.0%
Value $36,540 Shares 318 Est. Cost $110.07 Unrealized
VVV VALVOLINE INC COM 0.0%
Value $36,269 Shares 1,010 Est. Cost $30.25 Unrealized +26.2%
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $35,928 Shares 839 Est. Cost $34.03 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $35,923 Shares 98 Est. Cost $366.56 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value $34,780 Shares 604 Est. Cost $54.37 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value $34,754 Shares 56 Est. Cost $473.09 Unrealized +28.0%
CSX CSX CORP COM 0.0%
Value $34,579 Shares 973 Est. Cost $33.93 Unrealized 0.0%
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $34,514 Shares 248 Est. Cost $137.57 Unrealized
BMVP INVESCO BLOOMBERG MVP MULTI-FACTOR ETF 0.0%
Value $34,502 Shares 703 Est. Cost $48.41 Unrealized
SDEM GLOBAL X MSCI SUPERDIVIDEND EMERGING MARKETS ETF 0.0%
Value $34,268 Shares 1,213 Est. Cost $25.89 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $34,092 Shares 450 Est. Cost $86.13 Unrealized -10.5%
MPC MARATHON PETE CORP COM 0.0%
Value $33,722 Shares 174 Est. Cost $174.47 Unrealized 0.0%
UEC URANIUM ENERGY CORP COM 0.0%
Value $33,350 Shares 2,500 Est. Cost $3.63 Unrealized +175.5%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $33,346 Shares 241 Est. Cost $128.60 Unrealized
EQT EQT CORP COM 0.0%
Value $32,988 Shares 606 Est. Cost $33.40 Unrealized +57.5%
SO SOUTHERN CO COM 0.0%
Value $32,696 Shares 345 Est. Cost $64.75 Unrealized +42.4%
GPN GLOBAL PMTS INC COM 0.0%
Value $32,651 Shares 393 Est. Cost $83.75 Unrealized 0.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $32,454 Shares 600 Est. Cost $51.51 Unrealized
NFLX NETFLIX INC. COM 0.0%
Value $32,371 Shares 27 Est. Cost $82.31 Unrealized +48.3%
VALE VALE S A SPONSORED ADS 0.0%
Value $31,820 Shares 2,930 Est. Cost $10.86 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $31,619 Shares 345 Est. Cost $75.74 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $31,271 Shares 909 Est. Cost $34.34 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value $30,632 Shares 625 Est. Cost $47.79 Unrealized +2.9%
BK BANK OF NY MELLON CORP COM 0.0%
Value $30,400 Shares 279 Est. Cost $51.85 Unrealized +95.5%
USB US BANCORP COM NEW 0.0%
Value $30,206 Shares 625 Est. Cost $36.71 Unrealized +26.3%
INTC INTEL CORP COM 0.0%
Value $30,200 Shares 900 Est. Cost $28.44 Unrealized -14.8%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value $30,163 Shares 628 Est. Cost $48.03 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $30,140 Shares 238 Est. Cost $110.58 Unrealized
T AT&T INC COM 0.0%
Value $29,835 Shares 1,056 Est. Cost $24.64 Unrealized +13.9%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value $29,530 Shares 852 Est. Cost $36.70 Unrealized 0.0%
FCX FREEPORT MCMORAN INC CL B 0.0%
Value $28,801 Shares 734 Est. Cost $43.20 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $27,819 Shares 269 Est. Cost $100.70 Unrealized
DE DEERE & CO COM 0.0%
Value $26,131 Shares 57 Est. Cost $484.13 Unrealized +1.1%
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value $25,546 Shares 270 Est. Cost $83.90 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $25,348 Shares 173 Est. Cost $176.08 Unrealized -14.5%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $25,149 Shares 50 Est. Cost $508.04 Unrealized +4.6%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $24,920 Shares 72 Est. Cost $495.85 Unrealized -39.7%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value $23,746 Shares 237 Est. Cost $64.91 Unrealized
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value $23,236 Shares 1,445 Est. Cost $17.18 Unrealized 0.0%
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value $23,040 Shares 84 Est. Cost $285.50 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $22,861 Shares 428 Est. Cost $46.57 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $22,646 Shares 183 Est. Cost $108.79 Unrealized +10.1%
CRWV COREWEAVE INC COM CL A 0.0%
Value $21,239 Shares 155 Est. Cost $118.31 Unrealized 0.0%
ESIX STATE STREET SPDR S&P SMALLCAP 600 ESG ETF 0.0%
Value $20,858 Shares 665 Est. Cost $31.37 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value $20,231 Shares 406 Est. Cost $49.83 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $19,921 Shares 630 Est. Cost $30.73 Unrealized
CRM SALESFORCE INC COM 0.0%
Value $19,850 Shares 83 Est. Cost $255.36 Unrealized -1.5%
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.0%
Value $19,718 Shares 70 Est. Cost $180.07 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value $19,053 Shares 166 Est. Cost $112.20 Unrealized -3.5%
FQAL FIDELITY QUALITY FACTOR ETF 0.0%
Value $18,501 Shares 247 Est. Cost $74.90 Unrealized
EMXF ISHARES ESG ADVANCED MSCI EM ETF 0.0%
Value $17,974 Shares 397 Est. Cost $45.27 Unrealized
AFL AFLAC INC COM 0.0%
Value $17,858 Shares 159 Est. Cost $104.19 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $17,348 Shares 750 Est. Cost $20.94 Unrealized +14.9%
LYFT LYFT INC CL A COM 0.0%
Value $16,508 Shares 750 Est. Cost $13.02 Unrealized +28.5%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $16,496 Shares 227 Est. Cost $72.67 Unrealized
RKLB ROCKET LAB CORP COM 0.0%
Value $16,480 Shares 343 Est. Cost $28.58 Unrealized +58.7%
AGNC AGNC INVT CORP COM 0.0%
Value $16,465 Shares 1,681 Est. Cost $9.74 Unrealized
WPC WP CAREY INC COM 0.0%
Value $16,014 Shares 237 Est. Cost $67.57 Unrealized
SVOL SIMPLIFY VOLATILITY PREMIUM ETF 0.0%
Value $15,750 Shares 875 Est. Cost $18.00 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value $15,620 Shares 91 Est. Cost $160.05 Unrealized 0.0%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value $15,464 Shares 114 Est. Cost $135.65 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value $15,078 Shares 200 Est. Cost $83.51 Unrealized -18.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $15,043 Shares 61 Est. Cost $264.07 Unrealized -1.3%
DLR DIGITAL RLTY TR INC COM 0.0%
Value $14,868 Shares 86 Est. Cost $167.91 Unrealized +0.4%
CI THE CIGNA GROUP COM 0.0%
Value $14,790 Shares 51 Est. Cost $252.45 Unrealized +16.1%
CQQQ INVESCO CHINA TECHNOLOGY ETF 0.0%
Value $14,753 Shares 250 Est. Cost $46.66 Unrealized
BGC BGC GROUP INC CL A 0.0%
Value $14,190 Shares 1,500 Est. Cost $4.34 Unrealized +129.8%
PFE PFIZER INC COM 0.0%
Value $13,912 Shares 546 Est. Cost $26.52 Unrealized -9.0%
CRH CRH PLC ORD 0.0%
Value $13,789 Shares 115 Est. Cost $54.36 Unrealized +94.3%
MAIN MAIN STR CAP CORP COM 0.0%
Value $13,703 Shares 215 Est. Cost $64.63 Unrealized 0.0%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value $13,640 Shares 286 Est. Cost $46.23 Unrealized
VPLS VANGUARD CORE PLUS BOND ETF 0.0%
Value $13,612 Shares 173 Est. Cost $76.34 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $13,610 Shares 96 Est. Cost $43.46 Unrealized +197.2%
BRT BRT APARTMENTS CORP COM 0.0%
Value $13,312 Shares 850 Est. Cost $15.66 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $13,270 Shares 250 Est. Cost $41.37 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value $12,962 Shares 695 Est. Cost $5.99 Unrealized +170.5%
MRK MERCK & CO INC COM 0.0%
Value $12,839 Shares 152 Est. Cost $112.96 Unrealized -28.3%
GAUZ GAUZY LTD SHS 0.0%
Value $12,660 Shares 2,000 Est. Cost $8.18 Unrealized -24.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $12,460 Shares 162 Est. Cost $72.86 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value $12,175 Shares 467 Est. Cost $28.36 Unrealized 0.0%
VST VISTRA CORP COM 0.0%
Value $12,147 Shares 62 Est. Cost $197.68 Unrealized 0.0%
BOIL PROSHARES ULTRA BLOOMBERG NATURAL GAS 0.0%
Value $11,996 Shares 400 Est. Cost $29.99 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $11,621 Shares 45 Est. Cost $202.64 Unrealized
VISN VISTANCE NETWORKS INC COM 0.0%
Value $11,610 Shares 750 Est. Cost $12.98 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $11,396 Shares 443 Est. Cost $32.70 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value $11,318 Shares 272 Est. Cost $37.08 Unrealized
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value $11,171 Shares 375 Est. Cost $11.09 Unrealized +58.1%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value $11,102 Shares 768 Est. Cost $14.46 Unrealized
PNNT PENNANTPARK INVT CORP COM 0.0%
Value $10,990 Shares 1,637 Est. Cost $6.55 Unrealized 0.0%
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value $10,986 Shares 426 Est. Cost $45.91 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value $10,800 Shares 1,200 Est. Cost $7.85 Unrealized -5.2%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $10,366 Shares 142 Est. Cost $60.70 Unrealized +20.8%
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value $10,183 Shares 113 Est. Cost $86.38 Unrealized
AVDS AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF 0.0%
Value $10,133 Shares 150 Est. Cost $67.55 Unrealized
ECL ECOLAB INC COM 0.0%
Value $10,070 Shares 36 Est. Cost $176.54 Unrealized +53.1%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $10,063 Shares 45 Est. Cost $182.31 Unrealized +18.2%
GRAL GRAIL INC COM 0.0%
Value $9,816 Shares 166 Est. Cost $38.21 Unrealized 0.0%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value $9,276 Shares 95 Est. Cost $68.62 Unrealized +17.4%
MTZ MASTEC INC COM 0.0%
Value $9,151 Shares 43 Est. Cost $144.03 Unrealized +27.1%
EARN ELLINGTON CREDIT COMPANY COM SHS BEN INT 0.0%
Value $9,086 Shares 1,667 Est. Cost $5.45 Unrealized
PFLT PENNANTPARK FLOATING RATE CAP COM 0.0%
Value $8,686 Shares 977 Est. Cost $9.53 Unrealized 0.0%
ASH ASHLAND INC COM 0.0%
Value $8,624 Shares 180 Est. Cost $98.57 Unrealized -47.4%
CCL CARNIVAL CORP LTD COMMON SHARES 0.0%
Value $8,095 Shares 280 Est. Cost $24.92 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value $8,076 Shares 325 Est. Cost $19.24 Unrealized 0.0%
LII LENNOX INTL INC COM 0.0%
Value $7,940 Shares 15 Est. Cost $490.59 Unrealized +18.4%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $7,849 Shares 40 Est. Cost $182.11 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value $7,697 Shares 46 Est. Cost $127.82 Unrealized 0.0%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $7,560 Shares 210 Est. Cost $39.85 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value $7,121 Shares 73 Est. Cost $99.10 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $7,053 Shares 20 Est. Cost $249.17 Unrealized +36.1%
MELI MERCADOLIBRE INC COM 0.0%
Value $7,011 Shares 3 Est. Cost $2400.46 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value $6,960 Shares 600 Est. Cost $11.53 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value $6,889 Shares 69 Est. Cost $97.01 Unrealized
QFIN QFIN HOLDINGS INC AMERICAN DEP 0.0%
Value $6,763 Shares 235 Est. Cost $37.16 Unrealized
RAL RALLIANT CORP COM 0.0%
Value $6,691 Shares 153 Est. Cost $49.24 Unrealized -9.7%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value $6,644 Shares 55 Est. Cost $109.35 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value $6,485 Shares 72 Est. Cost $80.39 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value $5,718 Shares 6 Est. Cost $1017.50 Unrealized -1.6%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $5,465 Shares 65 Est. Cost $73.50 Unrealized 0.0%
PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value $5,457 Shares 165 Est. Cost $32.99 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value $5,102 Shares 114 Est. Cost $34.17 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $5,063 Shares 100 Est. Cost $5.63 Unrealized
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value $4,968 Shares 250 Est. Cost $8.39 Unrealized +114.0%
DDOG DATADOG INC CL A COM 0.0%
Value $4,956 Shares 34 Est. Cost $132.07 Unrealized +4.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $4,941 Shares 253 Est. Cost $11.31 Unrealized +20.4%
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value $4,835 Shares 150 Est. Cost $26.37 Unrealized
HQY HEALTHEQUITY INC COM 0.0%
Value $4,739 Shares 50 Est. Cost $94.11 Unrealized 0.0%
DIREXION DAILY S&P BIOTECH BULL 3X ETF 0.0%
Value $4,681 Shares 50 Est. Cost $90.79 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $4,639 Shares 23 Est. Cost $165.25 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $4,630 Shares 102 Est. Cost $50.21 Unrealized -9.4%
SBUX STARBUCKS CORP COM 0.0%
Value $4,230 Shares 50 Est. Cost $86.53 Unrealized +2.4%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value $4,185 Shares 8 Est. Cost $561.33 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $4,153 Shares 63 Est. Cost $65.92 Unrealized
DHI D R HORTON INC COM 0.0%
Value $4,067 Shares 24 Est. Cost $156.63 Unrealized 0.0%
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value $3,909 Shares 94 Est. Cost $41.80 Unrealized
PPG PPG INDS INC COM 0.0%
Value $3,854 Shares 36 Est. Cost $112.61 Unrealized -2.3%
DAPP VANECK DIGITAL TRANSFORMATION ETF 0.0%
Value $3,828 Shares 176 Est. Cost $2.67 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $3,756 Shares 50 Est. Cost $74.78 Unrealized -0.3%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value $3,737 Shares 65 Est. Cost $43.81 Unrealized +19.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $3,532 Shares 54 Est. Cost $46.81 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value $3,503 Shares 75 Est. Cost $43.93 Unrealized
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.0%
Value $3,458 Shares 89 Est. Cost $32.01 Unrealized
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value $3,389 Shares 108 Est. Cost $15.25 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value $3,351 Shares 20 Est. Cost $165.15 Unrealized 0.0%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value $3,305 Shares 50 Est. Cost $66.10 Unrealized
BKCH GLOBAL X BLOCKCHAIN ETF 0.0%
Value $3,279 Shares 38 Est. Cost $35.22 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value $3,276 Shares 31 Est. Cost $98.65 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value $3,218 Shares 39 Est. Cost $78.02 Unrealized 0.0%
KN KNOWLES CORP COM 0.0%
Value $3,170 Shares 136 Est. Cost $20.48 Unrealized 0.0%
CCJ CAMECO CORP COM 0.0%
Value $3,103 Shares 37 Est. Cost $54.31 Unrealized +42.5%
HOV HOVNANIAN ENTERPRISES INC CL A NEW 0.0%
Value $3,084 Shares 24 Est. Cost $98.02 Unrealized +36.0%
LLY ELI LILLY & CO COM 0.0%
Value $3,064 Shares 4 Est. Cost $845.41 Unrealized -12.2%
LEN LENNAR CORP CL A 0.0%
Value $3,025 Shares 24 Est. Cost $123.58 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value $2,997 Shares 10 Est. Cost $285.11 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value $2,910 Shares 24 Est. Cost $132.67 Unrealized 0.0%
WDNA WISDOMTREE BIOREVOLUTION FUND 0.0%
Value $2,874 Shares 181 Est. Cost $15.99 Unrealized
EMQQ EMERGING MARKETS INTERNET and eCOMMERCE ETF 0.0%
Value $2,798 Shares 60 Est. Cost $29.81 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value $2,789 Shares 25 Est. Cost $41.01 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value $2,762 Shares 32 Est. Cost $31.24 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value $2,751 Shares 10 Est. Cost $297.19 Unrealized +1.7%
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 0.0%
Value $2,534 Shares 120 Est. Cost $21.12 Unrealized
AZ A2Z CUST2MATE SOLUTIONS CORP COM 0.0%
Value $2,397 Shares 300 Est. Cost $9.48 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value $2,391 Shares 300 Est. Cost $4.19 Unrealized 0.0%
IONQ IONQ INC COM 0.0%
Value $2,337 Shares 38 Est. Cost $8.27 Unrealized +468.7%
CROX CROCS INC COM 0.0%
Value $2,256 Shares 27 Est. Cost $92.32 Unrealized -1.1%
OKTA OKTA INC CL A 0.0%
Value $2,109 Shares 23 Est. Cost $98.15 Unrealized -4.9%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $2,070 Shares 105 Est. Cost $22.94 Unrealized -5.2%
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value $2,039 Shares 84 Est. Cost $21.81 Unrealized -8.8%
PTC PTC INC COM 0.0%
Value $2,030 Shares 10 Est. Cost $189.60 Unrealized +7.5%
TWLO TWILIO INC CL A 0.0%
Value $2,002 Shares 20 Est. Cost $112.58 Unrealized 0.0%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value $1,960 Shares 250 Est. Cost $2.17 Unrealized +171.5%
HUBS HUBSPOT INC COM 0.0%
Value $1,920 Shares 4 Est. Cost $658.38 Unrealized -23.6%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $1,878 Shares 53 Est. Cost $20.55 Unrealized
GNOM GLOBAL X GENOMICS & BIOTECHNOLOGY ETF 0.0%
Value $1,864 Shares 48 Est. Cost $9.71 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value $1,850 Shares 14 Est. Cost $123.78 Unrealized 0.0%
FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A 0.0%
Value $1,819 Shares 50 Est. Cost $38.84 Unrealized 0.0%
SAIA SAIA INC COM 0.0%
Value $1,796 Shares 6 Est. Cost $284.94 Unrealized +5.9%
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value $1,783 Shares 31 Est. Cost $57.52 Unrealized
NAIL DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X ETF 0.0%
Value $1,764 Shares 24 Est. Cost $52.98 Unrealized
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 0.0%
Value $1,742 Shares 50 Est. Cost $15.96 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value $1,705 Shares 162 Est. Cost $4.20 Unrealized
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value $1,657 Shares 54 Est. Cost $26.86 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value $1,645 Shares 40 Est. Cost $37.46 Unrealized +6.4%
BCSF BAIN CAP SPECIALTY FIN INC COM STK 0.0%
Value $1,568 Shares 110 Est. Cost $14.04 Unrealized 0.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value $1,480 Shares 6 Est. Cost $184.88 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $1,333 Shares 48 Est. Cost $30.24 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value $1,319 Shares 20 Est. Cost $57.35 Unrealized
F FORD MTR CO COM 0.0%
Value $1,268 Shares 106 Est. Cost $10.14 Unrealized +11.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $1,176 Shares 12 Est. Cost $44.00 Unrealized +112.5%
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.0%
Value $1,147 Shares 22 Est. Cost $49.68 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $1,107 Shares 15 Est. Cost $28.40 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $1,079 Shares 14 Est. Cost $72.57 Unrealized
UYM PROSHARES ULTRA MATERIALS 0.0%
Value $990 Shares 40 Est. Cost $25.00 Unrealized
HBIO HARVARD BIOSCIENCE INC COM 0.0%
Value $987 Shares 2,250 Est. Cost $2.63 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value $957 Shares 13 Est. Cost $73.62 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value $865 Shares 35 Est. Cost $1.60 Unrealized +1041.7%
ZIMVIE INC COM 0.0%
Value $852 Shares 45 Est. Cost $13.95 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value $788 Shares 5 Est. Cost $88.72 Unrealized +74.4%
RLY STATE STREET MULTI-ASSET REAL RETURN ETF 0.0%
Value $667 Shares 21 Est. Cost $27.48 Unrealized
VSTM VERASTEM INC COM NEW 0.0%
Value $645 Shares 73 Est. Cost $8.24 Unrealized -9.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $566 Shares 3 Est. Cost $131.36 Unrealized
CUK CARNIVAL PLC ADS 0.0%
Value $529 Shares 20 Est. Cost $25.50 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value $525 Shares 5 Est. Cost $0.00 Unrealized
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $454 Shares 24 Est. Cost $14.51 Unrealized 0.0%
AA ALCOA CORP COM 0.0%
Value $428 Shares 13 Est. Cost $30.96 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $415 Shares 4 Est. Cost $100.28 Unrealized +2.9%
SNY SANOFI SA SPONSORED ADR 0.0%
Value $378 Shares 8 Est. Cost $49.75 Unrealized
VTRS VIATRIS INC COM 0.0%
Value $366 Shares 37 Est. Cost $9.56 Unrealized 0.0%
HL HECLA MINING COMPANY COM 0.0%
Value $354 Shares 29 Est. Cost $4.37 Unrealized +83.7%
VIST VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 0.0%
Value $344 Shares 10 Est. Cost $30.40 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value $303 Shares 5 Est. Cost $56.72 Unrealized
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value $302 Shares 26 Est. Cost $11.62 Unrealized
BZH BEAZER HOMES USA INC COM NEW 0.0%
Value $295 Shares 12 Est. Cost $24.57 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $251 Shares 6 Est. Cost $29.11 Unrealized +37.8%
BUR BURFORD CAP LTD ORD SHS 0.0%
Value $179 Shares 15 Est. Cost $14.50 Unrealized -7.8%
BMR BEAMR IMAGING LTD ORDINARY SHS 0.0%
Value $153 Shares 50 Est. Cost $3.06 Unrealized 0.0%
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW 0.0%
Value $73 Shares 5 Est. Cost $29.84 Unrealized -59.9%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $63 Shares 13 Est. Cost $4.85 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value $63 Shares 12 Est. Cost $5.09 Unrealized +8.3%
EXAS EXACT SCIENCES CORP COM 0.0%
Value $55 Shares 1 Est. Cost $77.64 Unrealized -35.6%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value $42 Shares 5 Est. Cost $8.00 Unrealized
SNAP SNAP INC CL A 0.0%
Value $39 Shares 5 Est. Cost $13.41 Unrealized -38.1%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $37 Shares 6 Est. Cost $4.80 Unrealized 0.0%
IBRX IMMUNITYBIO INC COM 0.0%
Value $30 Shares 12 Est. Cost $2.83 Unrealized -9.1%
DOW DOW HLDGS INC COM 0.0%
Value $23 Shares 1 Est. Cost $27.80 Unrealized -12.5%
GEVO GEVO INC COM PAR 0.0%
Value $8 Shares 4 Est. Cost $2.11 Unrealized -22.8%
MBOT MICROBOT MED INC COM NEW 0.0%
Value $3 Shares 1 Est. Cost $1.03 Unrealized +203.3%