HOLLENCREST CAPITAL MANAGEMENT Diversified Active

CIK: 0001161722 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 12, 2026

Total Value ($000): $2,903,446 (100.0% shares, 0.0% debt)

Holdings (1,171)

New Positions (165)

RSDE FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER 1.8%
Value ($000) $52,111 Shares 2,388,214 Est. Cost $21.82 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $1,160 Shares 5,542 Est. Cost $203.45 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $1,155 Shares 21,000 Est. Cost $14.67 Unrealized +259.1%
TTMI TTM TECHNOLOGIES INC COM 0.0%
Value ($000) $1,140 Shares 16,524 Est. Cost $65.27 Unrealized 0.0%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $961 Shares 11,200 Est. Cost $44.09 Unrealized
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $953 Shares 30,931 Est. Cost $30.80 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $767 Shares 3,280 Est. Cost $194.00 Unrealized 0.0%
SOC SABLE OFFSHORE CORP COM SHS 0.0%
Value ($000) $500 Shares 55,467 Est. Cost $9.44 Unrealized 0.0%
MTZ MASTEC INC COM 0.0%
Value ($000) $487 Shares 2,240 Est. Cost $209.86 Unrealized 0.0%
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $450 Shares 17,773 Est. Cost $25.32 Unrealized
SQQQ PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $443 Shares 6,460 Est. Cost $68.50 Unrealized
NFLX NETFLIX INC. COM 0.0%
Value ($000) $441 Shares 4,700 Est. Cost $104.65 Unrealized +3.0%
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $422 Shares 8,514 Est. Cost $49.56 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $359 Shares 8,400 Est. Cost $42.73 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $339 Shares 2,100 Est. Cost $188.85 Unrealized -3.7%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $297 Shares 1,464 Est. Cost $216.69 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $283 Shares 4,400 Est. Cost $22.57 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $280 Shares 1,500 Est. Cost $108.15 Unrealized +72.1%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $260 Shares 2,300 Est. Cost $51.58 Unrealized +152.1%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $258 Shares 800 Est. Cost $163.94 Unrealized +88.8%
ENS ENERSYS COM 0.0%
Value ($000) $233 Shares 1,590 Est. Cost $133.36 Unrealized 0.0%
DY DYCOM INDS INC COM 0.0%
Value ($000) $229 Shares 677 Est. Cost $315.29 Unrealized 0.0%
MKSI MKS INC. COM 0.0%
Value ($000) $228 Shares 1,426 Est. Cost $148.21 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $226 Shares 1,000 Est. Cost $255.33 Unrealized +16.7%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $226 Shares 3,071 Est. Cost $73.58 Unrealized
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.0%
Value ($000) $225 Shares 1,912 Est. Cost $96.32 Unrealized 0.0%
COHR COHERENT CORP COM 0.0%
Value ($000) $224 Shares 1,212 Est. Cost $149.58 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $222 Shares 245 Est. Cost $960.73 Unrealized 0.0%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $221 Shares 3,001 Est. Cost $70.95 Unrealized 0.0%
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value ($000) $220 Shares 1,284 Est. Cost $158.72 Unrealized 0.0%
VISN VISTANCE NETWORKS INC COM 0.0%
Value ($000) $216 Shares 11,887 Est. Cost $17.25 Unrealized 0.0%
SANM SANMINA CORP COM 0.0%
Value ($000) $214 Shares 1,423 Est. Cost $147.61 Unrealized 0.0%
WCC WESCO INTL INC COM 0.0%
Value ($000) $213 Shares 869 Est. Cost $244.94 Unrealized 0.0%
FN FABRINET SHS 0.0%
Value ($000) $212 Shares 465 Est. Cost $435.01 Unrealized 0.0%
BKCH GLOBAL X BLOCKCHAIN ETF 0.0%
Value ($000) $198 Shares 3,100 Est. Cost $63.88 Unrealized
PZG PARAMOUNT GOLD NEV CORP COM 0.0%
Value ($000) $181 Shares 143,935 Est. Cost $1.16 Unrealized 0.0%
VZLA VIZSLA SILVER CORP COM NEW 0.0%
Value ($000) $164 Shares 30,000 Est. Cost $4.70 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $149 Shares 1,442 Est. Cost $93.73 Unrealized 0.0%
BLACKROCK MULTI SECTOR INC TR COM 0.0%
Value ($000) $148 Shares 11,361 Est. Cost $13.06 Unrealized
INVESCO VAN KAMPEN MUN OPPORT COM 0.0%
Value ($000) $147 Shares 15,411 Est. Cost $9.57 Unrealized
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $147 Shares 7,900 Est. Cost $18.64 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $143 Shares 2,000 Est. Cost $107.65 Unrealized -5.8%
CRCA PROSHARES ULTRA CRCL 0.0%
Value ($000) $133 Shares 32,800 Est. Cost $4.04 Unrealized
LABX TRADR 2X LONG ALAB DAILY ETF 0.0%
Value ($000) $131 Shares 8,630 Est. Cost $15.23 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $125 Shares 400 Est. Cost $129.17 Unrealized +121.1%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $114 Shares 200 Est. Cost $676.49 Unrealized -8.3%
MULL GRANITESHARES 2X LONG MU DAILY ETF 0.0%
Value ($000) $90 Shares 1,003 Est. Cost $89.69 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $89 Shares 2,000 Est. Cost $42.26 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $88 Shares 700 Est. Cost $87.43 Unrealized 0.0%
FCUS PINNACLE FOCUSED OPPORTUNITIES ETF 0.0%
Value ($000) $78 Shares 2,500 Est. Cost $31.38 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value ($000) $72 Shares 1,000 Est. Cost $95.39 Unrealized +16.9%
CRWG LEVERAGE SHARES 2X LONG CRWV DAILY ETF 0.0%
Value ($000) $71 Shares 26,067 Est. Cost $2.71 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $69 Shares 200 Est. Cost $180.64 Unrealized +97.6%
AMZU DIREXION DAILY AMZN BULL 2X SHARES 0.0%
Value ($000) $69 Shares 1,961 Est. Cost $34.95 Unrealized
BKCH GLOBAL X BLOCKCHAIN ETF 0.0%
Value ($000) $65 Shares 1,019 Est. Cost $63.88 Unrealized
NEWP NEW PAC METALS CORP COM 0.0%
Value ($000) $63 Shares 18,000 Est. Cost $2.74 Unrealized 0.0%
KBWB INVESCO KBW BANK ETF 0.0%
Value ($000) $57 Shares 674 Est. Cost $84.29 Unrealized
ALPHA ARCHITECT TAIL RISK ETF 0.0%
Value ($000) $56 Shares 622 Est. Cost $89.78 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $55 Shares 550 Est. Cost $100.38 Unrealized
APPX TRADR 2X LONG APP DAILY ETF 0.0%
Value ($000) $54 Shares 1,515 Est. Cost $35.44 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $52 Shares 700 Est. Cost $71.97 Unrealized 0.0%
TSLL DIREXION DAILY TSLA BULL 2X SHARES 0.0%
Value ($000) $52 Shares 2,700 Est. Cost $19.84 Unrealized
NVDX T-REX 2X LONG NVIDIA DAILY TARGET ETF 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $17.12 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $51 Shares 588 Est. Cost $75.90 Unrealized 0.0%
VRTL GRANITESHARES 2X LONG VRT DAILY ETF 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $49.70 Unrealized
BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $50 Shares 7,153 Est. Cost $6.93 Unrealized
BUCK SIMPLIFY TREASURY OPTION INCOME ETF 0.0%
Value ($000) $50 Shares 2,090 Est. Cost $23.70 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $49 Shares 5,020 Est. Cost $9.73 Unrealized
NUVEEN CALIF AMT FREE MUNI INC COM 0.0%
Value ($000) $48 Shares 3,897 Est. Cost $12.44 Unrealized
IONX DEFIANCE DAILY TARGET 2X LONG IONQ ETF 0.0%
Value ($000) $48 Shares 2,200 Est. Cost $21.70 Unrealized
AVGX DEFIANCE DAILY TARGET 2X LONG AVGO ETF 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $46.89 Unrealized
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 0.0%
Value ($000) $45 Shares 602 Est. Cost $74.78 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $44 Shares 1,700 Est. Cost $3.48 Unrealized +737.0%
AMUU DIREXION DAILY AMD BULL 2X SHARES ETF 0.0%
Value ($000) $44 Shares 804 Est. Cost $54.71 Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $41 Shares 428 Est. Cost $76.20 Unrealized 0.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $40 Shares 100 Est. Cost $414.24 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $40 Shares 300 Est. Cost $111.51 Unrealized 0.0%
GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER 0.0%
Value ($000) $39 Shares 987 Est. Cost $39.29 Unrealized
MRCY MERCURY SYS INC COM 0.0%
Value ($000) $37 Shares 500 Est. Cost $74.39 Unrealized 0.0%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $16.07 Unrealized 0.0%
TTE TOTALENERGIES SE ACT 0.0%
Value ($000) $33 Shares 503 Est. Cost $63.23 Unrealized 0.0%
ARMG LEVERAGE SHARES 2X LONG ARM DAILY ETF 0.0%
Value ($000) $29 Shares 5,000 Est. Cost $5.70 Unrealized
ISUL GRANITESHARES 2X LONG ISRG DAILY ETF 0.0%
Value ($000) $28 Shares 750 Est. Cost $37.70 Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value ($000) $28 Shares 518 Est. Cost $53.84 Unrealized
PACS PACS GROUP INC COM SHS 0.0%
Value ($000) $27 Shares 716 Est. Cost $21.94 Unrealized 0.0%
ROBN T-REX 2X LONG HOOD DAILY TARGET ETF 0.0%
Value ($000) $27 Shares 500 Est. Cost $54.14 Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $26 Shares 240 Est. Cost $81.43 Unrealized 0.0%
RKLX DEFIANCE DAILY TARGET 2X LONG RKLB ETF 0.0%
Value ($000) $26 Shares 645 Est. Cost $39.79 Unrealized
OMAH VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF 0.0%
Value ($000) $25 Shares 1,350 Est. Cost $18.73 Unrealized
TVTX TRAVERE THERAPEUTICS INC COM 0.0%
Value ($000) $24 Shares 634 Est. Cost $32.52 Unrealized 0.0%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $24 Shares 332 Est. Cost $71.79 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $104.91 Unrealized
MDBX TRADR 2X LONG MDB DAILY ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $71.15 Unrealized
AQST AQUESTIVE THERAPEUTICS INC COM 0.0%
Value ($000) $19 Shares 3,000 Est. Cost $6.23 Unrealized 0.0%
HOOG LEVERAGE SHARES 2X LONG HOOD DAILY ETF 0.0%
Value ($000) $19 Shares 350 Est. Cost $54.34 Unrealized
TCAI TORTOISE AI INFRASTRUCTURE ETF 0.0%
Value ($000) $18 Shares 621 Est. Cost $29.69 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $17 Shares 201 Est. Cost $105.07 Unrealized 0.0%
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $17 Shares 400 Est. Cost $42.73 Unrealized
PLTU DIREXION DAILY PLTR BULL 2X SHARES 0.0%
Value ($000) $15 Shares 200 Est. Cost $73.54 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $14 Shares 140 Est. Cost $120.70 Unrealized 0.0%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $14 Shares 171 Est. Cost $86.61 Unrealized 0.0%
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value ($000) $13 Shares 225 Est. Cost $58.76 Unrealized
VNAM GLOBAL X MSCI VIETNAM ETF 0.0%
Value ($000) $11 Shares 424 Est. Cost $25.15 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $44.03 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.21 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $7 Shares 113 Est. Cost $65.40 Unrealized
AXSM AXSOME THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $139.61 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $7 Shares 140 Est. Cost $47.08 Unrealized 0.0%
BSOL BITWISE SOLANA STAKING ETF 0.0%
Value ($000) $7 Shares 413 Est. Cost $16.40 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.87 Unrealized 0.0%
GPUS HYPERSCALE DATA INC COM SHS 0.0%
Value ($000) $6 Shares 30,000 Est. Cost $0.34 Unrealized 0.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $5 Shares 100 Est. Cost $61.10 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $3.48 Unrealized +737.0%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $5 Shares 6 Est. Cost $841.00 Unrealized
AAPU DIREXION DAILY AAPL BULL 2X SHARES 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.58 Unrealized
OZEM ROUNDHILL GLP-1 & WEIGHT LOSS ETF 0.0%
Value ($000) $5 Shares 136 Est. Cost $34.15 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $59.48 Unrealized 0.0%
JBL JABIL INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $213.29 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $38.86 Unrealized +6.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $3 Shares 45 Est. Cost $61.77 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $49.01 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $118.97 Unrealized 0.0%
GAP GAP INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.07 Unrealized 0.0%
ATAI ATAIBECKLEY INC COM SHS 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.72 Unrealized 0.0%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $162.56 Unrealized 0.0%
ACET ADICET BIO INC COM NEW 0.0%
Value ($000) $2 Shares 250 Est. Cost $11.05 Unrealized 0.0%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $83.54 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $44.24 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $2 Shares 54 Est. Cost $32.89 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $89.25 Unrealized 0.0%
SERV SERVE ROBOTICS INC COM 0.0%
Value ($000) $2 Shares 146 Est. Cost $12.01 Unrealized 0.0%
ETHT PROSHARES ULTRA ETHER ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $37.59 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $444.67 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $78.23 Unrealized 0.0%
AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF 0.0%
Value ($000) $1 Shares 53 Est. Cost $22.11 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $81.87 Unrealized 0.0%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 11 Est. Cost $84.91 Unrealized 0.0%
BITU PROSHARES ULTRA BITCOIN ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $22.10 Unrealized
CRML CRITICAL METALS CORP PUBCO ORD SHS 0.0%
Value ($000) $1 Shares 123 Est. Cost $10.90 Unrealized 0.0%
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value ($000) $1 Shares 52 Est. Cost $15.68 Unrealized 0.0%
USAR USA RARE EARTH INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $19.05 Unrealized 0.0%
SLON PROSHARES ULTRA SOLANA ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.08 Unrealized
CONY YIELDMAX COIN OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $39.36 Unrealized
MSTY YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.57 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $442.56 Unrealized 0.0%
UXRP PROSHARES ULTRA XRP ETF 0.0%
Value ($000) $0 Shares 42 Est. Cost $9.05 Unrealized
BKNU T-REX 2X LONG BKNG DAILY TARGET ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $21.93 Unrealized
AMZZ GRANITESHARES 2X LONG AMZN DAILY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.50 Unrealized
ORCX DEFIANCE DAILY TARGET 2X LONG ORCL ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $17.23 Unrealized
SNOU T-REX 2X LONG SNOW DAILY TARGET ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.80 Unrealized
SURF AIR MOBILITY INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.94 Unrealized
ULTY YIELDMAX ULTRA OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $37.40 Unrealized
CONL GRANITESHARES 2X LONG COIN DAILY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.70 Unrealized
CEGX TRADR 2X LONG CEG DAILY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.00 Unrealized
CRCG LEVERAGE SHARES 2X LONG CRCL DAILY ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.60 Unrealized
BAIG LEVERAGE SHARES 2X LONG BBAI DAILY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.70 Unrealized
MSTZ T-REX 2X INVERSE MSTR DAILY TARGET ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $17.20 Unrealized
HIVE HIVE DIGITAL TECHNOLOGIES LTD COM NEW 0.0%
Value ($000) $0 Shares 29 Est. Cost $4.23 Unrealized 0.0%
YBIT YIELDMAX BITCOIN OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.00 Unrealized
IRE DEFIANCE DAILY TARGET 2X LONG IREN ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $5.89 Unrealized
MARO YIELDMAX MARA OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.60 Unrealized
UVXY PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.00 Unrealized
AIYY YIELDMAX AI OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.50 Unrealized
MSTU T-REX 2X LONG MSTR DAILY TARGET ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.50 Unrealized
DFDVW DEFI DEVELOPMENT CORP WT EXP 012128 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.50 Unrealized

Increased Positions (151)

GLD SPDR GOLD SHARES 2.1%
Value ($000) $61,088 (+13.8%) Shares 154,143 (+2.1%) Est. Cost $325.84 Unrealized
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $72,372 (-5.3%) Shares 149,647 (+1.4%) Est. Cost $341.11 Unrealized +46.7%
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $17,288 (+27.2%) Shares 67,269 (+1.3%) Est. Cost $172.09 Unrealized +39.2%
ZALT INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY 1.4%
Value ($000) $39,872 (+8.3%) Shares 1,224,536 (+6.0%) Est. Cost $31.91 Unrealized
QBUF INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY 1.4%
Value ($000) $39,857 (+7.7%) Shares 1,359,662 (+5.5%) Est. Cost $28.73 Unrealized
GDX VANECK GOLD MINERS ETF 0.3%
Value ($000) $7,295 (+45.8%) Shares 85,053 (+29.9%) Est. Cost $44.09 Unrealized
FHDG FT VEST U.S. EQUITY QUARTERLY DYNAMIC BUFFER ETF 1.3%
Value ($000) $36,511 (+6.5%) Shares 1,076,172 (+3.5%) Est. Cost $33.00 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.5%
Value ($000) $13,990 (+16.1%) Shares 122,956 (+1.0%) Est. Cost $40.30 Unrealized
GDEC FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER 1.4%
Value ($000) $42,064 (+4.5%) Shares 1,112,215 (+1.3%) Est. Cost $35.19 Unrealized
KLAC KLA CORP COM NEW 0.2%
Value ($000) $6,186 (+39.4%) Shares 5,091 (+23.8%) Est. Cost $648.07 Unrealized +80.8%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $7,926 (+27.4%) Shares 20,000 (+14.3%) Est. Cost $325.84 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $2,182 (+320.2%) Shares 12,747 (+228.7%) Est. Cost $133.68 Unrealized +16.2%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $1,657 (+3489.7%) Shares 12,261 (+3187.1%) Est. Cost $131.38 Unrealized +1.6%
LITE LUMENTUM HLDGS INC COM 0.1%
Value ($000) $1,477 (+82431.2%) Shares 4,008 (+36336.4%) Est. Cost $256.28 Unrealized +0.2%
ATOM ATOMERA INC COM 0.0%
Value ($000) $1,340 (-49.4%) Shares 606,546 (+1.2%) Est. Cost $7.98 Unrealized -62.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.3%
Value ($000) $7,874 (+17.2%) Shares 52,959 (+14.9%) Est. Cost $94.29 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $1,148 (+1497.9%) Shares 1,704 (+1604.0%) Est. Cost $613.35 Unrealized +2.7%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $1,257 (+405.2%) Shares 4,564 (+333.0%) Est. Cost $238.32 Unrealized +8.6%
RDDT REDDIT INC CL A 0.0%
Value ($000) $1,100 (+1001.7%) Shares 4,784 (+1002.3%) Est. Cost $209.47 Unrealized +0.4%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $1,066 (+1374.6%) Shares 21,145 (+1378.7%) Est. Cost $50.35 Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1.8%
Value ($000) $52,554 (+1.5%) Shares 365,035 (+98.7%) Est. Cost $144.66 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $845 (+538.2%) Shares 9,652 (+498.0%) Est. Cost $78.15 Unrealized +10.0%
NFLX NETFLIX INC. COM 0.0%
Value ($000) $1,002 (-36.2%) Shares 10,690 (+716.0%) Est. Cost $104.65 Unrealized +3.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $1,321 (+73.8%) Shares 6,441 (+66.4%) Est. Cost $169.93 Unrealized +17.1%
AGQ PROSHARES ULTRA SILVER 0.0%
Value ($000) $938 (+108.2%) Shares 6,049 (+2.3%) Est. Cost $40.14 Unrealized
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $545 (+769.1%) Shares 17,662 (+780.9%) Est. Cost $29.70 Unrealized +4.7%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $948 (+80.5%) Shares 12,309 (+60.3%) Est. Cost $55.28 Unrealized +33.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $97 (-81.2%) Shares 635 (+13.0%) Est. Cost $172.62 Unrealized -0.6%
CLEARBRIDGE ENERGY MIDSTREAM O COM 0.0%
Value ($000) $861 (+80.9%) Shares 19,285 (+82.0%) Est. Cost $42.17 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $1,249 (-23.3%) Shares 6,408 (+10.7%) Est. Cost $99.57 Unrealized +139.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $2,402 (+17.0%) Shares 24,052 (+17.4%) Est. Cost $108.65 Unrealized
SNDK SANDISK CORP COM 0.0%
Value ($000) $341 (+37833.2%) Shares 1,435 (+17837.5%) Est. Cost $199.45 Unrealized +0.4%
GGLL DIREXION DAILY GOOGL BULL 2X SHARES 0.0%
Value ($000) $361 (+989.9%) Shares 3,730 (+610.5%) Est. Cost $91.99 Unrealized
APLD APPLIED DIGITAL CORP COM NEW 0.0%
Value ($000) $557 (+142.7%) Shares 22,704 (+127.0%) Est. Cost $21.00 Unrealized +37.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value ($000) $8,671 (+3.9%) Shares 48,783 (+6.6%) Est. Cost $46.45 Unrealized +289.7%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $363 (+593.8%) Shares 1,273 (+306.7%) Est. Cost $199.20 Unrealized +15.1%
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value ($000) $424 (+217.1%) Shares 396 (+187.0%) Est. Cost $985.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $3,601 (+8.0%) Shares 53,563 (+5.9%) Est. Cost $49.76 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $243 (+2069.5%) Shares 4,200 (+4100.0%) Est. Cost $58.69 Unrealized
SITM SITIME CORP COM 0.0%
Value ($000) $249 (+1133.4%) Shares 705 (+952.2%) Est. Cost $292.17 Unrealized +7.1%
ADBE ADOBE INC COM 0.1%
Value ($000) $2,467 (+9.7%) Shares 7,049 (+10.6%) Est. Cost $366.25 Unrealized -7.1%
AMGN AMGEN INC COM 0.0%
Value ($000) $1,333 (+17.7%) Shares 4,073 (+1.5%) Est. Cost $155.42 Unrealized +103.3%
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $279 (+256.6%) Shares 867 (+253.9%) Est. Cost $303.31 Unrealized
METU DIREXION DAILY META BULL 2X SHARES 0.0%
Value ($000) $201 (+46974.7%) Shares 6,260 (+62500.0%) Est. Cost $32.11 Unrealized
UVEEN DIVIDEND ADV COM SH BEN INT 0.0%
Value ($000) $420 (+91.2%) Shares 33,383 (+90.9%) Est. Cost $13.56 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $451 (+78.6%) Shares 3,118 (+64.5%) Est. Cost $104.28 Unrealized +27.1%
PLG PLATINUM GROUP METALS LTD COM 0.0%
Value ($000) $295 (+122.6%) Shares 125,000 (+150.0%) Est. Cost $2.11 Unrealized +14.4%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $1,423 (+12.6%) Shares 24,979 (+16.1%) Est. Cost $57.49 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $267 (+143.6%) Shares 1,500 (+150.0%) Est. Cost $46.45 Unrealized +289.7%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $383 (+65.7%) Shares 2,362 (+54.3%) Est. Cost $119.80 Unrealized +44.9%
AON AON PLC SHS CL A 0.0%
Value ($000) $206 (+212.9%) Shares 585 (+216.2%) Est. Cost $332.93 Unrealized +4.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $421 (+50.0%) Shares 8,369 (+49.4%) Est. Cost $49.75 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $303 (+71.8%) Shares 17,111 (+92.1%) Est. Cost $18.10 Unrealized
CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF 0.0%
Value ($000) $674 (+19.0%) Shares 13,821 (+28.4%) Est. Cost $51.69 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $363 (+38.6%) Shares 7,315 (+81.5%) Est. Cost $52.24 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $238 (+73.2%) Shares 1,670 (+21.9%) Est. Cost $80.52 Unrealized +53.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $286 (+52.3%) Shares 966 (+45.0%) Est. Cost $188.04 Unrealized +58.9%
BANC BANC OF CALIFORNIA INC COM 0.0%
Value ($000) $530 (+21.3%) Shares 117,300 (+36.5%) Est. Cost $13.89 Unrealized +28.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $584 (+17.9%) Shares 6,239 (+19.1%) Est. Cost $101.53 Unrealized -11.3%
VG VENTURE GLOBAL INC COM CL A 0.0%
Value ($000) $100 (+608.0%) Shares 14,730 (+1373.0%) Est. Cost $8.53 Unrealized -2.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,910 (+4.5%) Shares 25,319 (+1.8%) Est. Cost $53.08 Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $242 (+50.4%) Shares 14,530 (+10.9%) Est. Cost $8.24 Unrealized +68.6%
COPP SPROTT COPPER MINERS ETF 0.0%
Value ($000) $174 (+84.6%) Shares 5,003 (+50.0%) Est. Cost $30.46 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $115 (+209.9%) Shares 275 (+129.2%) Est. Cost $317.24 Unrealized +14.7%
DASH DOORDASH INC CL A 0.0%
Value ($000) $463 (+18.2%) Shares 2,045 (+41.9%) Est. Cost $222.10 Unrealized +5.6%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $68 (+2478.5%) Shares 520 (+2500.0%) Est. Cost $130.03 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $103 (+166.9%) Shares 1,425 (+80.4%) Est. Cost $58.52 Unrealized +21.9%
RH RH COM 0.0%
Value ($000) $90 (+193.9%) Shares 500 (+233.3%) Est. Cost $217.63 Unrealized -21.4%
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $629 (+10.3%) Shares 1,300 (+18.2%) Est. Cost $341.11 Unrealized +46.7%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $54 (+22240.7%) Shares 400 (+19900.0%) Est. Cost $124.56 Unrealized -0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $1,437 (+3.7%) Shares 6,287 (+5.0%) Est. Cost $141.48 Unrealized +60.8%
NEUBERGER MUN FD INC COM 0.0%
Value ($000) $74 (+198.3%) Shares 7,295 (+204.2%) Est. Cost $10.20 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $76 (+181.0%) Shares 6,730 (+189.7%) Est. Cost $11.40 Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $199 (+30.8%) Shares 16,167 (+33.3%) Est. Cost $12.12 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $902 (+5.2%) Shares 10,344 (+7.9%) Est. Cost $110.18 Unrealized
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $85 (+109.9%) Shares 8,330 (+122.8%) Est. Cost $10.40 Unrealized
PIMCO MUN INCOME FD II COM 0.0%
Value ($000) $146 (+42.9%) Shares 19,367 (+50.0%) Est. Cost $8.54 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $1,842 (-2.1%) Shares 43,156 (+100.0%) Est. Cost $56.59 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $43 (+622.8%) Shares 854 (+859.6%) Est. Cost $59.46 Unrealized +6.6%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $249 (-11.9%) Shares 33,050 (+12.2%) Est. Cost $5.67 Unrealized +65.9%
AUGO AURA MINERALS INC SHS NEW 0.0%
Value ($000) $40 (+452.4%) Shares 795 (+307.7%) Est. Cost $36.65 Unrealized +7.1%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $179 (+21.8%) Shares 13,568 (+48.9%) Est. Cost $11.23 Unrealized +36.7%
BLACKROCK MUNIHLDNGS CALI QLTY COM 0.1%
Value ($000) $2,401 (-1.3%) Shares 226,520 (+1.0%) Est. Cost $10.74 Unrealized
TSLL DIREXION DAILY TSLA BULL 2X SHARES 0.0%
Value ($000) $242 (+14.6%) Shares 12,657 (+26.6%) Est. Cost $19.84 Unrealized
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 0.0%
Value ($000) $578 (+5.5%) Shares 29,620 (+16.4%) Est. Cost $23.51 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $235 (+14.1%) Shares 2,900 (+2.3%) Est. Cost $40.04 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $434 (-6.2%) Shares 38,533 (+2.2%) Est. Cost $15.40 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $513 (+5.3%) Shares 10,198 (+5.2%) Est. Cost $50.30 Unrealized
GRO BRAZIL POTASH CORP COMMON SHARES 0.0%
Value ($000) $203 (+11.9%) Shares 107,499 (+59.3%) Est. Cost $2.27 Unrealized +0.0%
RACE FERRARI N V COM 0.0%
Value ($000) $89 (+30.6%) Shares 240 (+71.4%) Est. Cost $286.95 Unrealized +39.4%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $83 (+32.4%) Shares 1,153 (+105.9%) Est. Cost $95.39 Unrealized +16.9%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $600 (-3.1%) Shares 46,513 (+8.5%) Est. Cost $12.69 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $20 (+1970.9%) Shares 150 (+1400.0%) Est. Cost $116.79 Unrealized +0.5%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $98 (+22.9%) Shares 801 (+11.1%) Est. Cost $76.27 Unrealized +58.5%
RTX RTX CORPORATION COM 0.0%
Value ($000) $123 (+16.7%) Shares 672 (+6.3%) Est. Cost $102.10 Unrealized +69.8%
NUGT DIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES 0.0%
Value ($000) $86 (+24.3%) Shares 470 (+4.4%) Est. Cost $65.69 Unrealized
AMDL GRANITESHARES 2X LONG AMD DAILY ETF 0.0%
Value ($000) $15 (+14770.9%) Shares 985 (+9750.0%) Est. Cost $15.50 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $18 (+347.3%) Shares 135 (+321.9%) Est. Cost $139.82 Unrealized +2.8%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $435 (+3.4%) Shares 6,071 (+97.6%) Est. Cost $107.65 Unrealized -5.8%
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $23 (+144.8%) Shares 300 (+200.0%) Est. Cost $95.75 Unrealized -3.6%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,720 (+0.8%) Shares 20,430 (+1.2%) Est. Cost $80.60 Unrealized +4.3%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $21 (+126.9%) Shares 216 (+125.0%) Est. Cost $87.16 Unrealized +11.4%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $34 (+45.7%) Shares 676 (+41.4%) Est. Cost $45.78 Unrealized
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value ($000) $48 (+27.8%) Shares 396 (+5.0%) Est. Cost $87.12 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $69 (+15.2%) Shares 2,545 (+120.3%) Est. Cost $45.12 Unrealized -10.2%
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value ($000) $149 (+5.9%) Shares 13,000 (+5.3%) Est. Cost $3.54 Unrealized +306.4%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $19 (+65.9%) Shares 276 (+9.1%) Est. Cost $36.42 Unrealized
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value ($000) $165 (+4.1%) Shares 7,436 (+2.7%) Est. Cost $14.38 Unrealized +42.1%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $43 (+17.3%) Shares 824 (+130.2%) Est. Cost $61.10 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $11 (+113.8%) Shares 146 (+124.6%) Est. Cost $65.24 Unrealized +15.7%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $126 (+4.1%) Shares 558 (+55.4%) Est. Cost $255.33 Unrealized +16.7%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $145 (-3.2%) Shares 6,445 (+35.9%) Est. Cost $29.11 Unrealized
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $11 (+78.5%) Shares 508 (+150.2%) Est. Cost $20.21 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $22 (+25.0%) Shares 900 (+28.6%) Est. Cost $25.54 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $60 (-6.6%) Shares 5,245 (+2.0%) Est. Cost $11.62 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $23 (+19.9%) Shares 1,200 (+20.0%) Est. Cost $17.51 Unrealized +2.1%
DHI D R HORTON INC COM 0.0%
Value ($000) $12 (+35.3%) Shares 81 (+58.8%) Est. Cost $108.60 Unrealized +40.0%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $98 (+3.2%) Shares 1,682 (+2.1%) Est. Cost $53.31 Unrealized
BITB BITWISE BITCOIN ETF TRUST 0.0%
Value ($000) $73 (+3.9%) Shares 1,529 (+35.9%) Est. Cost $46.63 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $3 (+809.6%) Shares 208 (+2211.1%) Est. Cost $28.66 Unrealized -0.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $34 (+8.2%) Shares 609 (+1.5%) Est. Cost $40.23 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $62 (+4.3%) Shares 1,920 (+1.7%) Est. Cost $25.23 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $50 (-4.7%) Shares 1,110 (+30.6%) Est. Cost $38.79 Unrealized +44.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $90 (-2.4%) Shares 5,432 (+1.5%) Est. Cost $12.50 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $14 (+19.4%) Shares 170 (+13.3%) Est. Cost $73.29 Unrealized +7.3%
DIREXION DAILY S&P BIOTECH BULL 3X SHARES 0.0%
Value ($000) $4 (+144.7%) Shares 23 (+43.8%) Est. Cost $118.49 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $2,225 (+0.1%) Shares 49,767 (+100.0%) Est. Cost $64.11 Unrealized
GDXY YIELDMAX GOLD MINERS OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $29 (+7.5%) Shares 1,794 (+18.6%) Est. Cost $16.57 Unrealized
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $120 (+1.6%) Shares 2,896 (+2.4%) Est. Cost $41.21 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 (+87.3%) Shares 76 (+111.1%) Est. Cost $47.64 Unrealized +16.5%
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $228 (+0.7%) Shares 2,485 (+14.2%) Est. Cost $79.74 Unrealized +23.4%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $15 (+8.0%) Shares 522 (+4.0%) Est. Cost $24.29 Unrealized
BLACKROCK MUNI INCOME TR II COM 0.0%
Value ($000) $78 (+1.4%) Shares 7,457 (+1.5%) Est. Cost $10.57 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $10 (+11.6%) Shares 215 (+1.4%) Est. Cost $32.23 Unrealized +27.7%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $30 (-1.5%) Shares 482 (+1.3%) Est. Cost $55.15 Unrealized +10.0%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $10 (-3.9%) Shares 1,131 (+2.5%) Est. Cost $9.72 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $154 (-0.2%) Shares 1,317 (+5.4%) Est. Cost $86.68 Unrealized +40.2%
BKSY BLACKSKY TECHNOLOGY INC CL A NEW 0.0%
Value ($000) $2 (+23.6%) Shares 93 (+32.9%) Est. Cost $19.71 Unrealized +3.4%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $72 (-0.3%) Shares 600 (+100.0%) Est. Cost $151.47 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $8 (+3.1%) Shares 91 (+1.1%) Est. Cost $64.47 Unrealized
DPST DIREXION DAILY REGIONAL BANKS BULL 3X SHARES 0.0%
Value ($000) $1 (+51.5%) Shares 6 (+50.0%) Est. Cost $91.44 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $11 (+1.4%) Shares 218 (+2.3%) Est. Cost $53.26 Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $2 (-4.6%) Shares 90 (+1.1%) Est. Cost $24.52 Unrealized +9.5%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $6 (+1.9%) Shares 91 (+2.2%) Est. Cost $53.65 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $5 (+1.7%) Shares 538 (+2.1%) Est. Cost $9.89 Unrealized
SHPU DIREXION DAILY SHOP BULL 2X ETF 0.0%
Value ($000) $0 (+82.3%) Shares 6 (+100.0%) Est. Cost $30.58 Unrealized
NEBX TRADR 2X LONG NBIS DAILY ETF 0.0%
Value ($000) $0 (+6.7%) Shares 17 (+142.9%) Est. Cost $42.99 Unrealized
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $92 (+0.0%) Shares 5,622 (+1.7%) Est. Cost $16.55 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $13 (-0.2%) Shares 71 (+1.4%) Est. Cost $107.34 Unrealized +67.7%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $14 (-0.1%) Shares 1,788 (+4.4%) Est. Cost $8.33 Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value ($000) $1 (0.0%) Shares 166 (+2.5%) Est. Cost $4.84 Unrealized

Exited Positions (131)

RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $1,770 Shares 5,469 Est. Cost $332.02 Unrealized -15.2%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $1,399 Shares 2,100 Est. Cost $404.10 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $1,381 Shares 2,300 Est. Cost $339.74 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $783 Shares 4,000 Est. Cost $164.44 Unrealized +1.7%
ZS ZSCALER INC COM 0.0%
Value ($000) $749 Shares 2,499 Est. Cost $285.11 Unrealized -1.0%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $742 Shares 10,142 Est. Cost $65.20 Unrealized -13.9%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $735 Shares 891 Est. Cost $677.11 Unrealized +36.3%
CVNA CARVANA CO CL A 0.0%
Value ($000) $693 Shares 1,838 Est. Cost $357.61 Unrealized +3.9%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $693 Shares 5,000 Est. Cost $84.15 Unrealized +26.2%
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $649 Shares 42,603 Est. Cost $26.57 Unrealized
LIF LIFE360 INC COM 0.0%
Value ($000) $648 Shares 6,092 Est. Cost $84.21 Unrealized -1.4%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $564 Shares 5,000 Est. Cost $98.90 Unrealized +16.8%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $439 Shares 2,000 Est. Cost $146.24 Unrealized +56.5%
KCCA KRANESHARES CALIFORNIA CARBON ALLOWANCE STRATEGY ETF 0.0%
Value ($000) $427 Shares 25,000 Est. Cost $19.62 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $346 Shares 1,700 Est. Cost $157.75 Unrealized +27.9%
RYN RAYONIER INC COM 0.0%
Value ($000) $279 Shares 10,509 Est. Cost $24.94 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $225 Shares 2,000 Est. Cost $34.43 Unrealized +201.0%
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $223 Shares 4,300 Est. Cost $45.12 Unrealized -10.2%
DHI D R HORTON INC COM 0.0%
Value ($000) $220 Shares 1,300 Est. Cost $108.60 Unrealized +40.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $219 Shares 1,200 Est. Cost $46.45 Unrealized +289.7%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $151 Shares 5,701 Est. Cost $23.73 Unrealized +17.4%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $141 Shares 1,000 Est. Cost $146.73 Unrealized -20.0%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $139 Shares 2,750 Est. Cost $50.15 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $120 Shares 400 Est. Cost $285.11 Unrealized -1.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $105 Shares 4,275 Est. Cost $24.29 Unrealized -13.1%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $95 Shares 5,000 Est. Cost $11.67 Unrealized +46.6%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $85 Shares 600 Est. Cost $146.73 Unrealized -20.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $78 Shares 400 Est. Cost $169.93 Unrealized +17.1%
QMCO QUANTUM CORP COM 0.0%
Value ($000) $65 Shares 6,560 Est. Cost $9.21 Unrealized -2.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $64 Shares 400 Est. Cost $137.82 Unrealized +20.8%
INOD INNODATA INC COM NEW 0.0%
Value ($000) $60 Shares 774 Est. Cost $50.51 Unrealized +29.1%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $59 Shares 800 Est. Cost $65.20 Unrealized -13.9%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $54 Shares 3,306 Est. Cost $16.03 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $53 Shares 400 Est. Cost $120.42 Unrealized +1.7%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $51 Shares 34 Est. Cost $1783.85 Unrealized -3.5%
ARI APOLLO COML REAL EST FIN INC COM 0.0%
Value ($000) $51 Shares 5,000 Est. Cost $10.82 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $50 Shares 1,900 Est. Cost $23.73 Unrealized +17.4%
NFLU T-REX 2X LONG NFLX DAILY TARGET ETF 0.0%
Value ($000) $50 Shares 875 Est. Cost $56.80 Unrealized
NSPR INSPIREMD INC COM 0.0%
Value ($000) $48 Shares 20,000 Est. Cost $1.13 Unrealized +85.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $46 Shares 600 Est. Cost $70.61 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $43 Shares 360 Est. Cost $116.37 Unrealized -2.4%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $40 Shares 3,000 Est. Cost $12.94 Unrealized
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $8.28 Unrealized +71.9%
MAS MASCO CORP COM 0.0%
Value ($000) $35 Shares 500 Est. Cost $73.59 Unrealized -12.0%
ATAT ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 0.0%
Value ($000) $32 Shares 841 Est. Cost $32.51 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $30 Shares 503 Est. Cost $62.71 Unrealized
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $29 Shares 2,930 Est. Cost $9.95 Unrealized
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $28 Shares 1,800 Est. Cost $6.62 Unrealized +156.2%
BITX 2X BITCOIN STRATEGY ETF 0.0%
Value ($000) $28 Shares 500 Est. Cost $31.68 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $27 Shares 548 Est. Cost $49.26 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD COM 0.0%
Value ($000) $26 Shares 2,770 Est. Cost $8.64 Unrealized
ABCL ABCELLERA BIOLOGICS INC COM 0.0%
Value ($000) $25 Shares 5,000 Est. Cost $4.41 Unrealized +1.3%
TBBK BANCORP INC DEL COM 0.0%
Value ($000) $25 Shares 328 Est. Cost $55.52 Unrealized +24.3%
TIGR UP FINTECH HLDG LTD SPONSORED ADS 0.0%
Value ($000) $24 Shares 2,288 Est. Cost $10.67 Unrealized
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $21 Shares 400 Est. Cost $51.91 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $64.91 Unrealized
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $19 Shares 1,110 Est. Cost $15.02 Unrealized
FIG FIGMA INC CLASS A COM STK 0.0%
Value ($000) $18 Shares 350 Est. Cost $68.66 Unrealized -34.2%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $18 Shares 305 Est. Cost $106.26 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $4.19 Unrealized +74.2%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $15 Shares 70 Est. Cost $200.25 Unrealized +23.3%
CVCO CAVCO INDS INC DEL COM 0.0%
Value ($000) $15 Shares 25 Est. Cost $222.09 Unrealized +155.1%
RMD RESMED INC COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $238.44 Unrealized +7.1%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $10.66 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $181.39 Unrealized -13.7%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $13 Shares 510 Est. Cost $25.57 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $13 Shares 145 Est. Cost $50.68 Unrealized +68.2%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $97.38 Unrealized +18.8%
EXTR EXTREME NETWORKS COM 0.0%
Value ($000) $12 Shares 600 Est. Cost $17.52 Unrealized +4.8%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $12 Shares 141 Est. Cost $64.73 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $12 Shares 70 Est. Cost $163.74 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $11 Shares 1,644 Est. Cost $6.84 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $11 Shares 75 Est. Cost $134.28 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $11 Shares 3,067 Est. Cost $3.20 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $134.99 Unrealized +34.9%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $9 Shares 269 Est. Cost $35.25 Unrealized -24.1%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $9 Shares 1,013 Est. Cost $9.01 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $9 Shares 100 Est. Cost $45.59 Unrealized +96.6%
WISE THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $30.71 Unrealized
SSD SIMPSON MFG INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $177.77 Unrealized -5.1%
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $99.66 Unrealized -14.6%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $8 Shares 35 Est. Cost $207.11 Unrealized +1.4%
IESC IES HLDGS INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $162.13 Unrealized +147.9%
XXCHNXX CHINA FD INC COM 0.0%
Value ($000) $8 Shares 412 Est. Cost $12.92 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $8 Shares 128 Est. Cost $50.35 Unrealized
TPH TRI POINTE HOMES INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $17.39 Unrealized +86.9%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.06 Unrealized -8.6%
TOST TOAST INC CL A 0.0%
Value ($000) $6 Shares 170 Est. Cost $40.03 Unrealized -9.9%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $21.89 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $5 Shares 31 Est. Cost $205.89 Unrealized -23.8%
ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT 0.0%
Value ($000) $4 Shares 190 Est. Cost $17.96 Unrealized
NHC NATIONAL HEALTHCARE CORP COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $125.75 Unrealized +2.7%
UCTT ULTRA CLEAN HLDGS INC COM 0.0%
Value ($000) $4 Shares 130 Est. Cost $31.89 Unrealized -16.6%
ATAI LIFE SCIENCES NV SHS 0.0%
Value ($000) $3 Shares 600 Est. Cost $5.29 Unrealized
ALT ALTIMMUNE INC COM NEW 0.0%
Value ($000) $3 Shares 770 Est. Cost $7.38 Unrealized -40.9%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 16 Est. Cost $152.00 Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $123.34 Unrealized -20.2%
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $65.36 Unrealized +21.9%
CURE DIREXION DAILY HEALTHCARE BULL 3X SHARES 0.0%
Value ($000) $2 Shares 23 Est. Cost $78.82 Unrealized
VIRTUS EQUITY & CONV INCM FD COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $18.23 Unrealized
ADICET BIO INC COM 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.49 Unrealized
PDYN PALLADYNE AI CORP COM NEW 0.0%
Value ($000) $1 Shares 165 Est. Cost $8.30 Unrealized -18.9%
GENI GENIUS SPORTS LIMITED SHARES CL A 0.0%
Value ($000) $1 Shares 111 Est. Cost $11.96 Unrealized -8.8%
ATOM ATOMERA INC COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $7.98 Unrealized -62.1%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $1 Shares 61 Est. Cost $8.04 Unrealized +117.7%
YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $1 Shares 65 Est. Cost $22.17 Unrealized
YIELDMAX COIN OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.13 Unrealized
HSTM HEALTHSTREAM INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $23.99 Unrealized +4.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $114.48 Unrealized -12.5%
XDSQ INNOVATOR US EQUITY ACCELERATED ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $36.43 Unrealized
DFDV DEFI DEVELOPMENT CORP COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $18.28 Unrealized -47.9%
LOAR LOAR HOLDINGS INC COM SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $81.97 Unrealized -11.1%
MONOGRAM TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 80 Est. Cost $2.65 Unrealized
MSFL GRANITESHARES 2X LONG MSFT DAILY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.90 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.79 Unrealized
YIELDMAX ULTRA OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.48 Unrealized
MVLL GRANITESHARES 2X LONG MRVL DAILY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.60 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP RT EXP 101025 0.0%
Value ($000) $0 Shares 10,596 Est. Cost $0.02 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $92.23 Unrealized +10.0%
CRDU TRADR 2X LONG CRDO DAILY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.50 Unrealized
LLYX DEFIANCE DAILY TARGET 2X LONG LLY ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $15.79 Unrealized
CRWL GRANITESHARES 2X LONG CRWD DAILY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.40 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $0 Shares 22 Est. Cost $5.68 Unrealized
T-REX 2X LONG MSTR DAILY TARGET ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.65 Unrealized
ASMG LEVERAGE SHARES 2X LONG ASML DAILY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.80 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.40 Unrealized
DEFIANCE LEVERAGED LONG INCOME AMD ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.20 Unrealized
YIELDMAX AI OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $2.56 Unrealized
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized +432.7%
COHEN & STEERS INFRASTRUCTURE RT EXP 101625 0.0%
Value ($000) $0 Shares 700 Est. Cost $0.08 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $1.67 Unrealized

Decreased Positions (186)

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $322 (-99.0%) Shares 3,209 (-99.0%) Est. Cost $100.69 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.2%
Value ($000) $7,099 (-69.9%) Shares 140,343 (-69.8%) Est. Cost $50.75 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $16,376 (+26.0%) Shares 52,187 (-2.2%) Est. Cost $126.69 Unrealized +126.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 (-99.9%) Shares 10 (-99.9%) Est. Cost $96.14 Unrealized +5.1%
VST VISTRA CORP COM 0.0%
Value ($000) $153 (-91.8%) Shares 951 (-90.0%) Est. Cost $188.85 Unrealized -3.7%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $16,992 (-5.6%) Shares 73,614 (-10.2%) Est. Cost $146.24 Unrealized +56.5%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $15,783 (-5.8%) Shares 84,626 (-5.8%) Est. Cost $108.15 Unrealized +72.1%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $20 (-97.9%) Shares 93 (-97.8%) Est. Cost $205.07 Unrealized +19.0%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $3,820 (-19.4%) Shares 20,738 (-10.9%) Est. Cost $157.75 Unrealized +27.9%
META META PLATFORMS INC CL A 0.1%
Value ($000) $3,401 (-18.8%) Shares 5,152 (-9.7%) Est. Cost $374.87 Unrealized +78.0%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $172 (-81.9%) Shares 407 (-82.3%) Est. Cost $369.52 Unrealized +18.9%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $180 (-80.9%) Shares 2,206 (-77.1%) Est. Cost $85.81 Unrealized +4.9%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $165 (-82.2%) Shares 930 (-84.1%) Est. Cost $137.82 Unrealized +20.8%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $3 (-99.6%) Shares 5 (-99.6%) Est. Cost $606.26 Unrealized +6.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $9 (-98.7%) Shares 57 (-98.7%) Est. Cost $153.86 Unrealized +7.4%
AVGO BROADCOM INC COM 0.2%
Value ($000) $5,896 (-10.2%) Shares 17,036 (-14.4%) Est. Cost $180.64 Unrealized +97.6%
AEM AGNICO EAGLE MINES LTD COM 0.3%
Value ($000) $9,478 (-6.3%) Shares 55,906 (-6.9%) Est. Cost $57.20 Unrealized +193.4%
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value ($000) $278 (-66.1%) Shares 3,500 (-43.3%) Est. Cost $162.41 Unrealized -36.4%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $2,793 (-16.1%) Shares 4,273 (-21.1%) Est. Cost $297.75 Unrealized +104.5%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $228 (-69.7%) Shares 1,001 (-70.8%) Est. Cost $199.84 Unrealized +15.7%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $226 (-69.8%) Shares 2,212 (-70.8%) Est. Cost $86.46 Unrealized +19.8%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $406 (-54.3%) Shares 5,007 (-21.9%) Est. Cost $84.15 Unrealized +26.2%
BX BLACKSTONE INC COM 0.1%
Value ($000) $1,753 (-19.2%) Shares 11,374 (-10.5%) Est. Cost $100.84 Unrealized +50.2%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $928 (-30.8%) Shares 244,780 (-10.9%) Est. Cost $4.44 Unrealized -0.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $34 (-92.2%) Shares 72 (-91.9%) Est. Cost $329.67 Unrealized +54.5%
TMF DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES 0.1%
Value ($000) $2,569 (-13.1%) Shares 68,830 (-6.5%) Est. Cost $40.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $1,086 (-25.5%) Shares 3,573 (-31.5%) Est. Cost $220.42 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $587 (-37.9%) Shares 3,433 (-39.6%) Est. Cost $126.32 Unrealized +35.2%
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value ($000) $4 (-98.9%) Shares 100 (-98.6%) Est. Cost $24.29 Unrealized +112.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $6 (-98.4%) Shares 227 (-98.2%) Est. Cost $26.04 Unrealized -5.4%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $2 (-99.3%) Shares 67 (-98.8%) Est. Cost $38.86 Unrealized +6.0%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.1%
Value ($000) $2,995 (+9.6%) Shares 90,692 (-1.7%) Est. Cost $15.35 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $21,701 (-1.2%) Shares 67,350 (-3.3%) Est. Cost $163.94 Unrealized +88.8%
CMDT PIMCO COMMODITY STRATEGY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $3,551 (-6.6%) Shares 128,692 (-7.3%) Est. Cost $27.09 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $19 (-93.1%) Shares 165 (-91.2%) Est. Cost $51.58 Unrealized +152.1%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $2,789 (-8.2%) Shares 9,054 (-10.4%) Est. Cost $80.77 Unrealized +272.4%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1,198 (-16.3%) Shares 1,480 (-1.3%) Est. Cost $218.23 Unrealized +297.3%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $0 (-99.8%) Shares 20 (-99.7%) Est. Cost $13.87 Unrealized +135.0%
PTIR GRANITESHARES 2X LONG PLTR DAILY ETF 0.0%
Value ($000) $3 (-98.4%) Shares 127 (-98.1%) Est. Cost $34.80 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $30 (-87.0%) Shares 207 (-86.9%) Est. Cost $58.32 Unrealized +163.7%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $1,412 (-12.3%) Shares 3,420 (-14.5%) Est. Cost $76.80 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $296 (-38.3%) Shares 34,406 (-36.1%) Est. Cost $9.13 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $803 (+25.3%) Shares 747 (-11.1%) Est. Cost $655.91 Unrealized +45.7%
TSLR GRANITESHARES 2X LONG TSLA DAILY ETF 0.0%
Value ($000) $48 (-76.5%) Shares 1,500 (-75.0%) Est. Cost $30.65 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $302 (-32.8%) Shares 23,000 (-38.7%) Est. Cost $8.16 Unrealized +57.3%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $1,927 (-7.1%) Shares 36,432 (-6.8%) Est. Cost $70.73 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $765 (+23.2%) Shares 3,571 (-6.9%) Est. Cost $96.03 Unrealized +133.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $2,522 (+5.5%) Shares 20,957 (-1.2%) Est. Cost $98.90 Unrealized +16.8%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $11 (-92.0%) Shares 543 (-91.9%) Est. Cost $14.77 Unrealized +34.0%
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 0.0%
Value ($000) $56 (-69.1%) Shares 640 (-67.2%) Est. Cost $58.38 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $185 (-39.9%) Shares 210 (-48.1%) Est. Cost $735.10 Unrealized +11.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $13 (-90.1%) Shares 50 (-90.9%) Est. Cost $260.93 Unrealized -2.6%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $1,300 (+9.9%) Shares 6,283 (-1.6%) Est. Cost $112.75 Unrealized +74.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $488 (+29.1%) Shares 6,000 (-3.2%) Est. Cost $36.29 Unrealized +94.0%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $12 (-90.0%) Shares 1,215 (-83.8%) Est. Cost $13.27 Unrealized +8.4%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $817 (-11.6%) Shares 7,412 (-10.6%) Est. Cost $105.43 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 (-98.8%) Shares 21 (-99.0%) Est. Cost $50.54 Unrealized +30.7%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $695 (-12.8%) Shares 4,851 (-6.6%) Est. Cost $106.01 Unrealized +38.8%
WULF TERAWULF INC COM 0.0%
Value ($000) $6 (-94.4%) Shares 500 (-94.4%) Est. Cost $3.16 Unrealized +323.9%
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value ($000) $23 (-79.9%) Shares 600 (-75.0%) Est. Cost $24.29 Unrealized +112.4%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $50 (-63.9%) Shares 40,000 (-55.6%) Est. Cost $1.54 Unrealized -9.7%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $49 (-64.3%) Shares 1,283 (-53.9%) Est. Cost $71.89 Unrealized -38.3%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $52 (-61.8%) Shares 740 (-73.7%) Est. Cost $39.88 Unrealized +43.8%
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $894 (+9.8%) Shares 5,776 (-1.3%) Est. Cost $136.29 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $37 (-68.0%) Shares 220 (-62.3%) Est. Cost $164.44 Unrealized +1.7%
BLK BLACKROCK INC COM 0.0%
Value ($000) $161 (-32.5%) Shares 150 (-26.5%) Est. Cost $840.24 Unrealized +29.7%
WMT WALMART INC COM 0.1%
Value ($000) $2,220 (+3.4%) Shares 19,922 (-4.3%) Est. Cost $47.88 Unrealized +123.9%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $414 (-15.1%) Shares 1,900 (-20.4%) Est. Cost $90.64 Unrealized +143.8%
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $30 (-70.9%) Shares 50 (-71.3%) Est. Cost $557.74 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $732 (+11.1%) Shares 1,278 (-7.4%) Est. Cost $233.18 Unrealized +138.2%
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $1,675 (-4.0%) Shares 41,620 (-3.2%) Est. Cost $40.04 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $79 (-46.5%) Shares 510 (-46.8%) Est. Cost $112.39 Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $6 (-91.7%) Shares 50 (-90.9%) Est. Cost $135.65 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $476 (+16.6%) Shares 4,524 (-7.0%) Est. Cost $94.09 Unrealized -0.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $846 (-7.3%) Shares 158 (-6.5%) Est. Cost $2469.27 Unrealized +108.1%
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $37 (-63.0%) Shares 440 (-50.3%) Est. Cost $34.43 Unrealized +201.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $1,234 (-4.8%) Shares 15,655 (-4.7%) Est. Cost $76.32 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $4 (-93.7%) Shares 49 (-93.7%) Est. Cost $74.14 Unrealized
ACAD ACADIA PHARMACEUTICALS INC COM 0.0%
Value ($000) $80 (-42.2%) Shares 3,000 (-53.8%) Est. Cost $17.58 Unrealized +35.9%
WULF TERAWULF INC COM 0.0%
Value ($000) $852 (-6.2%) Shares 74,190 (-6.8%) Est. Cost $3.16 Unrealized +323.9%
TGT TARGET CORP COM 0.0%
Value ($000) $22 (-71.7%) Shares 228 (-74.0%) Est. Cost $141.90 Unrealized -35.4%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $220 (-20.2%) Shares 8,780 (-20.1%) Est. Cost $24.29 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $94 (-37.0%) Shares 8,100 (-38.3%) Est. Cost $14.19 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $28 (-66.0%) Shares 141 (-63.0%) Est. Cost $126.29 Unrealized +67.5%
AGI ALAMOS GOLD INC COM CL A 0.0%
Value ($000) $386 (-12.2%) Shares 10,000 (-20.6%) Est. Cost $12.08 Unrealized +188.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $287 (-15.4%) Shares 1,656 (-10.4%) Est. Cost $120.94 Unrealized +41.2%
CVX CHEVRON CORPORATION COM 0.0%
Value ($000) $1,110 (-4.5%) Shares 7,284 (-2.7%) Est. Cost $97.41 Unrealized +55.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $215 (-19.4%) Shares 1,158 (-12.4%) Est. Cost $164.70 Unrealized +13.2%
BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $128 (-28.7%) Shares 12,185 (-28.3%) Est. Cost $10.40 Unrealized
CRWU T-REX 2X LONG CRWV DAILY TARGET ETF 0.0%
Value ($000) $0 (-99.3%) Shares 75 (-96.4%) Est. Cost $25.03 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $57 (-47.2%) Shares 100 (-33.3%) Est. Cost $676.49 Unrealized -8.3%
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $14 (-77.5%) Shares 314 (-55.6%) Est. Cost $92.91 Unrealized
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $272 (+21.9%) Shares 1,777 (-6.8%) Est. Cost $115.76 Unrealized +26.5%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $1,156 (+4.2%) Shares 3,273 (-3.0%) Est. Cost $214.19 Unrealized +69.6%
PEP PEPSICO INC COM 0.0%
Value ($000) $473 (-8.9%) Shares 3,293 (-10.8%) Est. Cost $140.61 Unrealized +3.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $12 (-79.5%) Shares 426 (-79.6%) Est. Cost $30.70 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $15 (-74.7%) Shares 150 (-74.6%) Est. Cost $100.05 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $442 (-9.0%) Shares 2,744 (-16.0%) Est. Cost $71.80 Unrealized +123.6%
TER TERADYNE INC COM 0.0%
Value ($000) $228 (+21.0%) Shares 1,179 (-13.9%) Est. Cost $109.09 Unrealized +57.2%
CPNG COUPANG INC CL A 0.0%
Value ($000) $10 (-79.9%) Shares 412 (-72.5%) Est. Cost $25.52 Unrealized +11.5%
QSI QUANTUM SI INC COM CL A 0.0%
Value ($000) $11 (-77.7%) Shares 10,000 (-71.4%) Est. Cost $1.72 Unrealized -5.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $18 (-67.6%) Shares 100 (-66.7%) Est. Cost $212.11 Unrealized -14.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $21 (-64.0%) Shares 140 (-63.8%) Est. Cost $136.55 Unrealized +8.1%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $55 (-39.6%) Shares 250 (-42.0%) Est. Cost $156.22 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $11 (-76.2%) Shares 49 (-76.2%) Est. Cost $167.79 Unrealized +26.7%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $59 (-36.6%) Shares 305 (-31.5%) Est. Cost $183.20 Unrealized +6.5%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $16 (-68.3%) Shares 1,500 (-62.5%) Est. Cost $5.34 Unrealized +158.2%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $375 (-8.2%) Shares 1,689 (-17.2%) Est. Cost $120.15 Unrealized +65.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $257 (-11.4%) Shares 6,942 (-6.2%) Est. Cost $59.37 Unrealized -39.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $84 (-28.2%) Shares 1,560 (-27.6%) Est. Cost $48.52 Unrealized
CLS CELESTICA INC COM 0.0%
Value ($000) $220 (+17.1%) Shares 743 (-2.4%) Est. Cost $201.61 Unrealized +49.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $12 (-71.3%) Shares 451 (-70.4%) Est. Cost $17.76 Unrealized +51.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $260 (-10.2%) Shares 549 (-11.2%) Est. Cost $273.64 Unrealized
BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $183 (-13.8%) Shares 16,921 (-15.2%) Est. Cost $10.55 Unrealized
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value ($000) $452 (+6.8%) Shares 14,907 (-3.0%) Est. Cost $20.94 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $57 (-33.4%) Shares 180 (-21.7%) Est. Cost $198.32 Unrealized +78.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $94 (-23.4%) Shares 834 (-13.5%) Est. Cost $107.62 Unrealized +8.3%
KMX CARMAX INC COM 0.0%
Value ($000) $29 (-48.3%) Shares 752 (-39.9%) Est. Cost $64.21 Unrealized -37.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $16 (-62.2%) Shares 52 (-65.8%) Est. Cost $212.76 Unrealized +37.4%
FUTU FUTU HLDGS LTD SPON ADS CL A 0.0%
Value ($000) $17 (-61.4%) Shares 101 (-59.1%) Est. Cost $112.20 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $9 (-74.6%) Shares 125 (-66.7%) Est. Cost $64.57 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $70 (-26.0%) Shares 1,093 (-19.0%) Est. Cost $96.66 Unrealized -32.8%
FISV FISERV INC COM 0.0%
Value ($000) $16 (-60.9%) Shares 232 (-24.9%) Est. Cost $123.50 Unrealized -32.1%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $107 (-18.4%) Shares 2,300 (-11.5%) Est. Cost $62.42 Unrealized -24.0%
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $1 (-97.5%) Shares 69 (-94.9%) Est. Cost $16.52 Unrealized -10.7%
CIFR CIPHER MINING INC COM 0.0%
Value ($000) $7 (-76.6%) Shares 500 (-80.0%) Est. Cost $7.54 Unrealized +134.0%
MMM 3M CO COM 0.0%
Value ($000) $268 (-7.3%) Shares 1,677 (-10.2%) Est. Cost $105.75 Unrealized +54.3%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $147 (-12.5%) Shares 2,888 (-4.6%) Est. Cost $113.11 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $12 (-63.1%) Shares 100 (-66.7%) Est. Cost $76.27 Unrealized +58.5%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $5 (-80.2%) Shares 11 (-82.0%) Est. Cost $328.52 Unrealized +41.2%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $20 (-51.5%) Shares 375 (-40.0%) Est. Cost $53.05 Unrealized +12.9%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $9 (-69.6%) Shares 45 (-69.0%) Est. Cost $116.89 Unrealized +72.9%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $86 (-18.5%) Shares 2,685 (-10.1%) Est. Cost $241.21 Unrealized -86.6%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $594 (-3.2%) Shares 5,221 (-2.6%) Est. Cost $101.26 Unrealized +8.2%
BA BOEING CO COM 0.0%
Value ($000) $272 (-6.6%) Shares 1,253 (-7.2%) Est. Cost $209.21 Unrealized -1.7%
REAL THE REALREAL INC COM 0.0%
Value ($000) $151 (-11.2%) Shares 9,575 (-40.2%) Est. Cost $5.32 Unrealized +145.4%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value ($000) $12 (-61.6%) Shares 722 (-59.8%) Est. Cost $15.68 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $3,099 (+0.6%) Shares 34,636 (-1.8%) Est. Cost $62.82 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $7 (-72.9%) Shares 16 (-74.6%) Est. Cost $320.06 Unrealized +34.0%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $116 (-12.9%) Shares 883 (-3.2%) Est. Cost $97.01 Unrealized +41.9%
XRPI VOLATILITY SHARES TRUST XRP ETF 0.0%
Value ($000) $13 (-54.1%) Shares 1,234 (-25.0%) Est. Cost $17.28 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $941 (+1.6%) Shares 37,355 (-1.3%) Est. Cost $22.80 Unrealized
WESTERN ASSET MANAGED MUNS FD COM 0.0%
Value ($000) $54 (-21.7%) Shares 5,190 (-22.4%) Est. Cost $10.07 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $6 (-68.7%) Shares 8 (-68.0%) Est. Cost $738.02 Unrealized +5.8%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $21 (-38.0%) Shares 215 (-43.6%) Est. Cost $60.90 Unrealized +47.4%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $8 (-61.4%) Shares 132 (-60.2%) Est. Cost $86.07 Unrealized -35.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $190 (+6.6%) Shares 371 (-11.9%) Est. Cost $313.53 Unrealized +48.7%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $102 (-10.3%) Shares 1,750 (-12.5%) Est. Cost $60.84 Unrealized -9.3%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $28 (-29.1%) Shares 1,005 (-37.4%) Est. Cost $19.24 Unrealized +35.1%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $18 (-38.8%) Shares 132 (-43.1%) Est. Cost $90.72 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $10 (-53.1%) Shares 15 (-51.6%) Est. Cost $458.63 Unrealized +44.1%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $42 (-20.6%) Shares 600 (-45.5%) Est. Cost $39.88 Unrealized +43.8%
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $31 (-25.9%) Shares 505 (-36.6%) Est. Cost $39.44 Unrealized +44.1%
PLMR PALOMAR HLDGS INC COM 0.0%
Value ($000) $9 (-52.5%) Shares 70 (-58.8%) Est. Cost $100.71 Unrealized +21.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $61 (-14.2%) Shares 293 (-26.6%) Est. Cost $236.58 Unrealized -23.4%
QCJA FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY 0.0%
Value ($000) $28 (-26.5%) Shares 1,250 (-28.6%) Est. Cost $20.64 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $444 (-2.1%) Shares 35,102 (-5.0%) Est. Cost $12.12 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $230 (-3.6%) Shares 1,333 (-32.8%) Est. Cost $80.87 Unrealized +87.4%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $2 (-81.0%) Shares 150 (-71.5%) Est. Cost $11.67 Unrealized +46.6%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $22 (-26.2%) Shares 536 (-20.4%) Est. Cost $33.72 Unrealized +20.1%
JNUG DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X SHARES 0.0%
Value ($000) $26 (-20.8%) Shares 125 (-37.5%) Est. Cost $56.54 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $2 (-75.9%) Shares 28 (-78.1%) Est. Cost $76.66 Unrealized -4.7%
HPQ HP INC COM 0.0%
Value ($000) $5 (-58.9%) Shares 202 (-49.8%) Est. Cost $24.56 Unrealized +2.8%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $6 (-52.0%) Shares 117 (-57.8%) Est. Cost $35.93 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $14 (-29.8%) Shares 114 (-28.7%) Est. Cost $93.51 Unrealized
CVGW CALAVO GROWERS INC COM 0.0%
Value ($000) $16 (-25.4%) Shares 750 (-11.8%) Est. Cost $30.02 Unrealized -26.8%
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 0.0%
Value ($000) $29 (-13.9%) Shares 253 (-14.8%) Est. Cost $113.86 Unrealized
MVST MICROVAST HOLDINGS INC COM 0.0%
Value ($000) $2 (-68.7%) Shares 755 (-57.0%) Est. Cost $2.53 Unrealized +65.3%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $18 (-19.0%) Shares 1,830 (-18.9%) Est. Cost $10.06 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $46 (-7.7%) Shares 242 (-10.0%) Est. Cost $167.29 Unrealized
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value ($000) $2 (-61.8%) Shares 500 (-50.0%) Est. Cost $4.26 Unrealized +35.5%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $27 (-10.5%) Shares 400 (-2.4%) Est. Cost $51.28 Unrealized +31.2%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $39 (+8.7%) Shares 130 (-2.3%) Est. Cost $251.10 Unrealized
NUVEEN CA DIVI ADV MUN COM 0.0%
Value ($000) $585 (-0.5%) Shares 49,563 (-3.1%) Est. Cost $11.16 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $78 (-3.3%) Shares 9,645 (-2.2%) Est. Cost $6.75 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $48 (-2.9%) Shares 2,451 (-27.7%) Est. Cost $14.18 Unrealized +12.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $5 (-20.9%) Shares 16 (-11.1%) Est. Cost $284.76 Unrealized +14.6%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $7 (-16.4%) Shares 56 (-23.3%) Est. Cost $62.69 Unrealized +83.1%
TSL GRANITESHARES 1.25X LONG TESLA DAILY ETF 0.0%
Value ($000) $31 (-3.8%) Shares 1,641 (-3.5%) Est. Cost $12.82 Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $4 (+28.6%) Shares 1,006 (-2.9%) Est. Cost $6.21 Unrealized -37.5%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $1 (-52.7%) Shares 400 (-20.0%) Est. Cost $10.98 Unrealized -73.7%
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $20 (-3.6%) Shares 1,250 (-37.5%) Est. Cost $15.63 Unrealized -25.9%
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $6 (-7.7%) Shares 153 (-23.5%) Est. Cost $28.06 Unrealized
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.0%
Value ($000) $56 (+0.9%) Shares 1,750 (-1.4%) Est. Cost $31.11 Unrealized
ORLA ORLA MNG LTD NEW COM 0.0%
Value ($000) $23 (-1.8%) Shares 1,680 (-21.3%) Est. Cost $7.10 Unrealized +70.9%
MSFU DIREXION DAILY MSFT BULL 2X SHARES 0.0%
Value ($000) $0 (-52.5%) Shares 3 (-40.0%) Est. Cost $39.48 Unrealized

Unchanged Positions (669)

GOOGL ALPHABET INC CAP STK CL A 3.5%
Value ($000) $102,069 Shares 326,100 Est. Cost $129.17 Unrealized +121.1%
AAPL APPLE INC 9.8%
Value ($000) $285,078 Shares 1,048,621 Est. Cost $170.72 Unrealized +57.2%
VOO VANGUARD S&P 500 ETF 13.8%
Value ($000) $399,921 Shares 637,700 Est. Cost $453.85 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 1.1%
Value ($000) $32,946 Shares 1,393,050 Est. Cost $8.34 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 1.5%
Value ($000) $43,239 Shares 231,930 Est. Cost $87.99 Unrealized
HD HOME DEPOT INC COM 1.2%
Value ($000) $34,982 Shares 101,664 Est. Cost $341.60 Unrealized +6.7%
UPS UNITED PARCEL SVCS INC CL B 1.3%
Value ($000) $36,569 Shares 368,672 Est. Cost $74.19 Unrealized +25.0%
COST COSTCO WHOLESALE CORPORATION COM 2.0%
Value ($000) $58,952 Shares 68,363 Est. Cost $673.03 Unrealized +34.6%
CRM SALESFORCE INC COM 1.2%
Value ($000) $33,888 Shares 127,923 Est. Cost $144.17 Unrealized +72.1%
QQQM INVESCO NASDAQ 100 ETF 3.9%
Value ($000) $111,955 Shares 442,651 Est. Cost $182.27 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.6%
Value ($000) $16,313 Shares 356,183 Est. Cost $19.21 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 6.3%
Value ($000) $183,136 Shares 268,559 Est. Cost $404.10 Unrealized
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.3%
Value ($000) $9,044 Shares 481,576 Est. Cost $17.85 Unrealized
AA ALCOA CORP COM 0.2%
Value ($000) $6,853 Shares 128,965 Est. Cost $34.28 Unrealized +19.3%
UNH UNITEDHEALTH GROUP INC COM 1.5%
Value ($000) $44,779 Shares 135,649 Est. Cost $488.98 Unrealized -31.0%
ULTA ULTA BEAUTY INC COM 0.7%
Value ($000) $20,730 Shares 34,263 Est. Cost $516.11 Unrealized +6.5%
AZO AUTOZONE INC COM 0.3%
Value ($000) $7,312 Shares 2,156 Est. Cost $2857.10 Unrealized +32.2%
HL HECLA MNG CO COM 0.2%
Value ($000) $4,770 Shares 248,544 Est. Cost $4.44 Unrealized +243.6%
PAAS PAN AMERN SILVER CORP COM 0.2%
Value ($000) $6,281 Shares 121,233 Est. Cost $28.28 Unrealized +48.0%
QQQ INVESCO QQQ TRUST SERIES I 3.9%
Value ($000) $112,784 Shares 183,594 Est. Cost $339.74 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.5%
Value ($000) $14,249 Shares 261,013 Est. Cost $31.86 Unrealized +71.9%
TJX TJX COS INC NEW COM 0.6%
Value ($000) $18,851 Shares 122,719 Est. Cost $94.30 Unrealized +56.6%
V VISA INC COM CL A 1.3%
Value ($000) $38,467 Shares 109,684 Est. Cost $263.70 Unrealized +29.1%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.2%
Value ($000) $5,933 Shares 69,565 Est. Cost $17.72 Unrealized +337.4%
USAS AMERICAS GOLD AND SILVER CORP COM NEW 0.1%
Value ($000) $3,728 Shares 729,551 Est. Cost $2.61 Unrealized +72.1%
B BARRICK MNG CORP COM SHS 0.1%
Value ($000) $3,977 Shares 91,329 Est. Cost $19.29 Unrealized +94.0%
CI THE CIGNA GROUP COM 0.7%
Value ($000) $19,771 Shares 71,834 Est. Cost $317.11 Unrealized -11.9%
NEM NEWMONT CORP COM 0.2%
Value ($000) $5,886 Shares 58,947 Est. Cost $36.13 Unrealized +149.7%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $4,912 Shares 85,188 Est. Cost $36.90 Unrealized +60.9%
IVV ISHARES CORE S&P 500 ETF 1.7%
Value ($000) $48,562 Shares 70,899 Est. Cost $525.73 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value ($000) $24,540 Shares 73,196 Est. Cost $254.16 Unrealized
FCX FREEPORT MCMORAN INC CL B 0.1%
Value ($000) $2,310 Shares 45,483 Est. Cost $33.76 Unrealized +28.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $2,388 Shares 4,216 Est. Cost $275.65 Unrealized +93.1%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $8,877 Shares 25,258 Est. Cost $329.44 Unrealized +10.3%
TSLA TESLA INC COM 1.0%
Value ($000) $29,105 Shares 64,718 Est. Cost $191.03 Unrealized +132.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.5%
Value ($000) $15,735 Shares 172,156 Est. Cost $54.42 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.3%
Value ($000) $8,148 Shares 97,448 Est. Cost $55.44 Unrealized
EQX EQUINOX GOLD CORP COM 0.1%
Value ($000) $1,755 Shares 125,000 Est. Cost $4.49 Unrealized +181.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.5%
Value ($000) $44,305 Shares 58,778 Est. Cost $505.41 Unrealized
CNNE CANNAE HLDGS INC COM 0.1%
Value ($000) $2,020 Shares 128,436 Est. Cost $20.79 Unrealized -18.8%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.4%
Value ($000) $10,709 Shares 133,493 Est. Cost $45.01 Unrealized
CCJ CAMECO CORP COM 0.1%
Value ($000) $3,854 Shares 42,121 Est. Cost $33.93 Unrealized +165.1%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $4,781 Shares 86,928 Est. Cost $14.67 Unrealized +259.1%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $1,175 Shares 140,900 Est. Cost $3.21 Unrealized +126.5%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $3,079 Shares 36,121 Est. Cost $83.78 Unrealized -2.0%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $237 Shares 1,560 Est. Cost $198.66 Unrealized +15.9%
CDE COEUR MNG INC COM NEW 0.2%
Value ($000) $5,468 Shares 306,678 Est. Cost $4.72 Unrealized +268.4%
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $1,563 Shares 18,711 Est. Cost $31.16 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.1%
Value ($000) $2,313 Shares 42,130 Est. Cost $32.61 Unrealized
IAG IAMGOLD CORP COM 0.0%
Value ($000) $994 Shares 60,298 Est. Cost $7.27 Unrealized +93.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $8,229 Shares 37,443 Est. Cost $90.51 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1,101 Shares 2,873 Est. Cost $67.73 Unrealized +491.7%
VUG VANGUARD GROWTH ETF 0.4%
Value ($000) $10,266 Shares 21,042 Est. Cost $101.12 Unrealized
FXY INVESCO CURRENCYSHARES JAPANESE YEN TRUST 0.1%
Value ($000) $3,520 Shares 60,000 Est. Cost $62.94 Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value ($000) $1,265 Shares 45,708 Est. Cost $11.46 Unrealized
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $1,480 Shares 40,786 Est. Cost $17.05 Unrealized +99.1%
MA MASTERCARD INCORPORATED CL A 1.4%
Value ($000) $41,014 Shares 71,844 Est. Cost $449.73 Unrealized +24.3%
AGNC AGNC INVT CORP COM 0.1%
Value ($000) $2,367 Shares 220,800 Est. Cost $10.35 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.1%
Value ($000) $1,870 Shares 21,905 Est. Cost $51.38 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $4,350 Shares 18,037 Est. Cost $203.41 Unrealized +17.9%
EQX EQUINOX GOLD CORP COM 0.0%
Value ($000) $800 Shares 56,998 Est. Cost $4.49 Unrealized +181.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1,227 Shares 10,513 Est. Cost $43.20 Unrealized +139.9%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $388 Shares 6,024 Est. Cost $22.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $15,163 Shares 30,166 Est. Cost $198.88 Unrealized +150.2%
XTN STATE STREET SPDR S&P TRANSPORTATION ETF 0.1%
Value ($000) $1,462 Shares 16,000 Est. Cost $67.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $704 Shares 1,215 Est. Cost $473.71 Unrealized +19.3%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1,158 Shares 4,033 Est. Cost $130.53 Unrealized +108.5%
NUE NUCOR CORP COM 0.0%
Value ($000) $652 Shares 4,000 Est. Cost $115.93 Unrealized +29.2%
GDRX GOODRX HLDGS INC COM CL A 0.0%
Value ($000) $192 Shares 70,860 Est. Cost $4.93 Unrealized -33.4%
FSM FORTUNA MNG CORP COM NEW 0.0%
Value ($000) $1,139 Shares 116,100 Est. Cost $5.04 Unrealized +78.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.2%
Value ($000) $4,483 Shares 166,611 Est. Cost $34.31 Unrealized
SSRM SSR MINING IN COM 0.0%
Value ($000) $780 Shares 35,592 Est. Cost $17.98 Unrealized +23.8%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $1,049 Shares 27,216 Est. Cost $9.04 Unrealized +299.2%
OKE ONEOK INC NEW COM 0.4%
Value ($000) $11,131 Shares 151,448 Est. Cost $39.79 Unrealized +77.1%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $896 Shares 32,000 Est. Cost $32.33 Unrealized -15.8%
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $220 Shares 17,100 Est. Cost $16.24 Unrealized -34.8%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $425 Shares 10,800 Est. Cost $30.42 Unrealized +34.3%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $333 Shares 10,000 Est. Cost $18.14 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $887 Shares 14,190 Est. Cost $23.61 Unrealized +176.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $566 Shares 7,377 Est. Cost $40.03 Unrealized +79.0%
PM PHILIP MORRIS INTL INC COM 0.7%
Value ($000) $19,751 Shares 123,133 Est. Cost $55.93 Unrealized +174.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $759 Shares 864 Est. Cost $402.42 Unrealized +102.1%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $1,064 Shares 17,707 Est. Cost $21.01 Unrealized +185.9%
FEZ STATE STREET SPDR EURO STOXX 50 ETF 0.1%
Value ($000) $1,724 Shares 26,779 Est. Cost $38.96 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $282 Shares 95,000 Est. Cost $1.76 Unrealized +39.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.5%
Value ($000) $71,706 Shares 95 Est. Cost $593888.44 Unrealized +25.7%
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $183 Shares 6,300 Est. Cost $47.38 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $692 Shares 11,523 Est. Cost $41.72 Unrealized +37.4%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $2,633 Shares 15,679 Est. Cost $87.26 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $300 Shares 2,639 Est. Cost $79.16 Unrealized +53.6%
EWG ISHARES MSCI GERMANY ETF 0.1%
Value ($000) $2,783 Shares 65,475 Est. Cost $29.44 Unrealized
MUX MCEWEN INC. COM NEW 0.0%
Value ($000) $634 Shares 34,243 Est. Cost $5.21 Unrealized +257.3%
INTC INTEL CORP COM 0.0%
Value ($000) $511 Shares 13,860 Est. Cost $27.26 Unrealized +38.5%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,569 Shares 16,334 Est. Cost $64.95 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $586 Shares 10,001 Est. Cost $36.49 Unrealized +49.7%
VRSN VERISIGN INC COM 0.0%
Value ($000) $279 Shares 1,150 Est. Cost $190.04 Unrealized +32.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $292 Shares 5,833 Est. Cost $46.52 Unrealized +15.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $2,273 Shares 9,234 Est. Cost $205.13 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $283 Shares 6,139 Est. Cost $30.71 Unrealized +67.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $429 Shares 5,013 Est. Cost $54.86 Unrealized +45.2%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $4,321 Shares 65,009 Est. Cost $65.44 Unrealized +0.3%
SAN BANCO SANTANDER SA ADR 0.0%
Value ($000) $314 Shares 26,788 Est. Cost $3.69 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $560 Shares 6,977 Est. Cost $72.09 Unrealized +14.4%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $188 Shares 20,000 Est. Cost $2.95 Unrealized +187.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $698 Shares 4,285 Est. Cost $114.57 Unrealized +47.4%
T AT&T INC COM 0.0%
Value ($000) $226 Shares 9,117 Est. Cost $15.11 Unrealized +67.4%
UNUSUAL MACHS INC COM SHS 0.0%
Value ($000) $166 Shares 13,000 Est. Cost $7.04 Unrealized
EGO ELDORADO GOLD CORP NEW COM 0.0%
Value ($000) $151 Shares 4,200 Est. Cost $7.09 Unrealized +322.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $302 Shares 1,113 Est. Cost $165.66 Unrealized +51.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $201 Shares 781 Est. Cost $219.18 Unrealized +20.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $1,517 Shares 7,918 Est. Cost $159.40 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $1,312 Shares 10,645 Est. Cost $76.25 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $400 Shares 8,000 Est. Cost $65.69 Unrealized -24.2%
ICUI ICU MED INC COM 0.0%
Value ($000) $161 Shares 1,125 Est. Cost $152.18 Unrealized -12.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $119 Shares 9,568 Est. Cost $9.33 Unrealized +14.8%
DAYFORCE INC COM 0.2%
Value ($000) $6,112 Shares 88,374 Est. Cost $62.84 Unrealized +9.5%
EWI ISHARES MSCI ITALY ETF 0.0%
Value ($000) $543 Shares 10,000 Est. Cost $26.94 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $4,082 Shares 32,419 Est. Cost $121.33 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $528 Shares 11,339 Est. Cost $33.48 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $65 Shares 2,266 Est. Cost $11.27 Unrealized +107.4%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $248 Shares 1,089 Est. Cost $138.03 Unrealized +53.8%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $109 Shares 2,691 Est. Cost $32.80 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $144 Shares 630 Est. Cost $242.40 Unrealized -9.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $328 Shares 400 Est. Cost $372.37 Unrealized +119.0%
NAIL DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X SHARES 0.0%
Value ($000) $40 Shares 800 Est. Cost $71.06 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $171 Shares 2,700 Est. Cost $73.59 Unrealized -12.0%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $1,917 Shares 6,426 Est. Cost $220.43 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $445 Shares 7,117 Est. Cost $51.16 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $825 Shares 2,208 Est. Cost $163.53 Unrealized
ARMN ARIS MNG CORP COM 0.0%
Value ($000) $44 Shares 2,700 Est. Cost $2.36 Unrealized +421.9%
EIDO ISHARES MSCI INDONESIA ETF 0.0%
Value ($000) $281 Shares 15,000 Est. Cost $22.27 Unrealized
AMT AMERICAN TOWER CORP COM 0.0%
Value ($000) $178 Shares 1,015 Est. Cost $187.28 Unrealized -3.7%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $50 Shares 226 Est. Cost $192.31 Unrealized +38.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $819 Shares 2,116 Est. Cost $193.16 Unrealized
XBFZX BLACKROCK CALIF MUN INCOME TR SH BEN INT 0.0%
Value ($000) $842 Shares 78,421 Est. Cost $10.83 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $1,826 Shares 20,415 Est. Cost $69.75 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $581 Shares 7,906 Est. Cost $70.48 Unrealized
NEU NEWMARKET CORP COM 0.0%
Value ($000) $78 Shares 113 Est. Cost $289.43 Unrealized +162.9%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.1%
Value ($000) $2,284 Shares 24,537 Est. Cost $90.48 Unrealized
GREK GLOBAL X MSCI GREECE ETF 0.0%
Value ($000) $681 Shares 10,333 Est. Cost $26.64 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $947 Shares 13,660 Est. Cost $43.60 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $467 Shares 2,221 Est. Cost $151.39 Unrealized
WFC WELLS FARGO & CO COM 0.0%
Value ($000) $145 Shares 1,559 Est. Cost $45.00 Unrealized +92.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $135 Shares 365 Est. Cost $170.48 Unrealized +109.4%
ABT ABBOTT LABS COM 0.0%
Value ($000) $196 Shares 1,561 Est. Cost $99.23 Unrealized +28.3%
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 0.0%
Value ($000) $128 Shares 3,000 Est. Cost $30.88 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $153 Shares 1,358 Est. Cost $86.71 Unrealized +22.8%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $77 Shares 38 Est. Cost $1466.72 Unrealized +43.2%
CPRT COPART INC COM 0.0%
Value ($000) $82 Shares 2,088 Est. Cost $44.26 Unrealized -6.3%
DEFINIUM THERAPEUTICS INC COM SHS 0.0%
Value ($000) $101 Shares 7,516 Est. Cost $7.11 Unrealized
FFWM FIRST FNDTN INC COM 0.0%
Value ($000) $122 Shares 19,840 Est. Cost $5.94 Unrealized -5.7%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $101 Shares 700 Est. Cost $66.66 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $1,002 Shares 15,180 Est. Cost $93.39 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $64 Shares 986 Est. Cost $43.99 Unrealized +39.1%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $242 Shares 5,273 Est. Cost $41.02 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $1,707 Shares 12,267 Est. Cost $123.82 Unrealized
MSA MSA SAFETY INC COM 0.0%
Value ($000) $144 Shares 900 Est. Cost $130.95 Unrealized +24.3%
MIRM MIRUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $149 Shares 1,888 Est. Cost $63.57 Unrealized +12.9%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $53 Shares 91 Est. Cost $566.69 Unrealized +10.3%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $274 Shares 6,274 Est. Cost $10.35 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $327 Shares 7,500 Est. Cost $35.19 Unrealized +29.2%
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $437 Shares 13,740 Est. Cost $23.82 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $264 Shares 1,927 Est. Cost $87.65 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $212 Shares 3,431 Est. Cost $71.13 Unrealized -17.3%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $156 Shares 1,299 Est. Cost $78.78 Unrealized +56.8%
SPPP SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU 0.0%
Value ($000) $53 Shares 3,150 Est. Cost $13.61 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $640 Shares 2,500 Est. Cost $263.93 Unrealized -1.0%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $155 Shares 4,242 Est. Cost $51.10 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $43 Shares 426 Est. Cost $112.73 Unrealized -3.8%
INVE IDENTIV INC COM NEW 0.0%
Value ($000) $96 Shares 25,000 Est. Cost $8.48 Unrealized -57.4%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value ($000) $19 Shares 850 Est. Cost $20.30 Unrealized +52.6%
CZR CAESARS ENTERTAINMENT INC 0.0%
Value ($000) $61 Shares 2,606 Est. Cost $41.80 Unrealized -46.2%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $72 Shares 822 Est. Cost $84.90 Unrealized -3.1%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $40 Shares 193 Est. Cost $74.05 Unrealized +153.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $58 Shares 1,073 Est. Cost $60.29 Unrealized -5.4%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $1,483 Shares 17,609 Est. Cost $71.66 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $78 Shares 182 Est. Cost $375.00 Unrealized +13.9%
O REALTY INCOME CORP COM 0.0%
Value ($000) $110 Shares 1,946 Est. Cost $52.05 Unrealized +10.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $924 Shares 2,861 Est. Cost $175.79 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $361 Shares 4,862 Est. Cost $41.61 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $1,790 Shares 8,558 Est. Cost $148.59 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $5,720 Shares 18,715 Est. Cost $274.67 Unrealized +11.1%
ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $151 Shares 2,346 Est. Cost $84.08 Unrealized
MATX MATSON INC COM 0.0%
Value ($000) $41 Shares 333 Est. Cost $63.28 Unrealized +69.2%
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value ($000) $77 Shares 1,786 Est. Cost $31.17 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $111 Shares 2,423 Est. Cost $18.86 Unrealized +116.6%
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value ($000) $13 Shares 1,673 Est. Cost $26.20 Unrealized -63.3%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $589 Shares 95,533 Est. Cost $7.22 Unrealized
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $255 Shares 24,293 Est. Cost $10.94 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $33 Shares 798 Est. Cost $33.54 Unrealized +3.7%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $274 Shares 1,089 Est. Cost $197.24 Unrealized
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $126 Shares 8,680 Est. Cost $6.62 Unrealized +156.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $34 Shares 133 Est. Cost $195.89 Unrealized +34.9%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $54 Shares 2,095 Est. Cost $34.47 Unrealized
TUA SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF 0.2%
Value ($000) $4,426 Shares 202,062 Est. Cost $22.43 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value ($000) $64 Shares 259 Est. Cost $259.49 Unrealized -3.0%
SDOW PROSHARES ULTRAPRO SHORT DOW30 0.0%
Value ($000) $55 Shares 1,725 Est. Cost $50.66 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $235 Shares 19,519 Est. Cost $11.73 Unrealized
RIVERNORTH DOUBLELINE STRATE COM 0.0%
Value ($000) $87 Shares 10,945 Est. Cost $8.68 Unrealized
PBE INVESCO BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $42 Shares 516 Est. Cost $63.53 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $232 Shares 1,095 Est. Cost $152.02 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $344 Shares 2,400 Est. Cost $71.94 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $165 Shares 789 Est. Cost $139.20 Unrealized +38.5%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $65 Shares 180 Est. Cost $177.36 Unrealized
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $17 Shares 2,284 Est. Cost $11.89 Unrealized -18.5%
IEX IDEX CORP COM 0.0%
Value ($000) $71 Shares 400 Est. Cost $214.74 Unrealized -20.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $242 Shares 1,335 Est. Cost $138.29 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $105 Shares 4,000 Est. Cost $3.48 Unrealized +737.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $31 Shares 365 Est. Cost $90.66 Unrealized -2.4%
VTR VENTAS INC COM 0.0%
Value ($000) $59 Shares 764 Est. Cost $41.75 Unrealized +79.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $65 Shares 612 Est. Cost $82.72 Unrealized +33.3%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $487 Shares 4,051 Est. Cost $108.58 Unrealized
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $31 Shares 142 Est. Cost $203.33 Unrealized +10.6%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $156 Shares 1,900 Est. Cost $53.75 Unrealized +52.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $255 Shares 1,911 Est. Cost $82.71 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $130 Shares 450 Est. Cost $220.43 Unrealized +30.9%
QSPT FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $255 Shares 8,051 Est. Cost $31.05 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $32 Shares 223 Est. Cost $47.00 Unrealized +182.5%
TUR ISHARES MSCI TURKEY ETF 0.0%
Value ($000) $905 Shares 26,300 Est. Cost $27.71 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $99 Shares 19,780 Est. Cost $5.09 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $87 Shares 86 Est. Cost $746.68 Unrealized +29.8%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $249 Shares 22,896 Est. Cost $11.21 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $90 Shares 875 Est. Cost $75.50 Unrealized +34.5%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $24 Shares 120 Est. Cost $152.50 Unrealized +38.6%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $40 Shares 3,966 Est. Cost $8.34 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $83 Shares 5,885 Est. Cost $16.69 Unrealized
PK PARK HOTELS & RESORTS INC COM 0.0%
Value ($000) $75 Shares 7,205 Est. Cost $11.79 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $301 Shares 1,420 Est. Cost $195.01 Unrealized
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $255 Shares 6,572 Est. Cost $38.08 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $31 Shares 184 Est. Cost $88.10 Unrealized +74.3%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $135 Shares 279 Est. Cost $428.69 Unrealized +11.1%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $18 Shares 1,325 Est. Cost $38.27 Unrealized -64.3%
CRH CRH PLC ORD 0.0%
Value ($000) $104 Shares 833 Est. Cost $54.36 Unrealized +119.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $101 Shares 343 Est. Cost $210.93 Unrealized +36.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $58 Shares 111 Est. Cost $354.89 Unrealized +39.3%
BAR GRANITESHARES GOLD SHARES 0.0%
Value ($000) $38 Shares 890 Est. Cost $18.05 Unrealized
ATI ATI INC COM 0.0%
Value ($000) $14 Shares 118 Est. Cost $29.27 Unrealized +232.9%
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $175 Shares 140 Est. Cost $1160.00 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $142 Shares 1,250 Est. Cost $91.31 Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $47 Shares 981 Est. Cost $41.17 Unrealized +9.5%
GGME INVESCO NEXT GEN MEDIA AND GAMING ETF 0.0%
Value ($000) $48 Shares 800 Est. Cost $32.11 Unrealized
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $13.51 Unrealized -61.4%
KO COCA COLA CO COM 0.0%
Value ($000) $73 Shares 1,047 Est. Cost $54.85 Unrealized +26.5%
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $36 Shares 860 Est. Cost $17.69 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $46 Shares 161 Est. Cost $208.58 Unrealized +40.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $81 Shares 810 Est. Cost $67.85 Unrealized +39.6%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $53 Shares 1,391 Est. Cost $32.89 Unrealized
HGV HILTON GRAND VACATIONS INC COM 0.0%
Value ($000) $54 Shares 1,210 Est. Cost $39.54 Unrealized +7.5%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $74 Shares 410 Est. Cost $98.47 Unrealized +92.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $168 Shares 1,388 Est. Cost $109.64 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $45 Shares 1,420 Est. Cost $53.51 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $199 Shares 2,852 Est. Cost $51.15 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $28 Shares 428 Est. Cost $58.61 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $2.93 Unrealized -16.9%
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value ($000) $151 Shares 1,171 Est. Cost $107.75 Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $32 Shares 400 Est. Cost $58.96 Unrealized +43.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $22 Shares 371 Est. Cost $75.26 Unrealized -13.8%
EATON VANCE MUN INCOME TR SH BEN INT 0.0%
Value ($000) $110 Shares 10,250 Est. Cost $9.87 Unrealized
WY WEYERHAEUSER CO COM NEW 0.0%
Value ($000) $68 Shares 2,886 Est. Cost $27.57 Unrealized -16.6%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $12 Shares 270 Est. Cost $68.68 Unrealized -26.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $159 Shares 6,075 Est. Cost $34.20 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $24 Shares 900 Est. Cost $34.87 Unrealized -22.2%
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $117 Shares 843 Est. Cost $126.75 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.24 Unrealized
EATON VANCE LIMITED DURATION I COM 0.0%
Value ($000) $126 Shares 12,760 Est. Cost $9.39 Unrealized
USB US BANCORP COM NEW 0.0%
Value ($000) $32 Shares 601 Est. Cost $37.49 Unrealized +30.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $23 Shares 800 Est. Cost $32.98 Unrealized -20.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $53 Shares 215 Est. Cost $197.50 Unrealized +25.3%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $45.22 Unrealized +37.8%
INVESCO CALIF VALUE MUN INCOME COM 0.0%
Value ($000) $57 Shares 5,166 Est. Cost $9.48 Unrealized
PMBS PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $3,628 Shares 73,013 Est. Cost $49.92 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $31 Shares 315 Est. Cost $84.88 Unrealized
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $79 Shares 857 Est. Cost $84.85 Unrealized +4.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $16 Shares 305 Est. Cost $47.06 Unrealized +1.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $113 Shares 1,181 Est. Cost $52.45 Unrealized +86.9%
TXT TEXTRON INC COM 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $67.67 Unrealized +23.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $313 Shares 9,000 Est. Cost $37.54 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $25 Shares 1,125 Est. Cost $20.66 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $36 Shares 208 Est. Cost $55.61 Unrealized +237.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $20 Shares 91 Est. Cost $238.40 Unrealized -4.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $100 Shares 1,447 Est. Cost $61.34 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $71 Shares 806 Est. Cost $88.85 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $26 Shares 247 Est. Cost $109.50 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $127 Shares 8,609 Est. Cost $12.65 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $117 Shares 1,449 Est. Cost $57.96 Unrealized
RR RICHTECH ROBOTICS INC CL B 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.63 Unrealized +68.1%
EATON VANCE ENHANCED EQUITY COM 0.0%
Value ($000) $99 Shares 4,800 Est. Cost $14.93 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $102 Shares 2,250 Est. Cost $49.63 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $23 Shares 500 Est. Cost $30.56 Unrealized +41.0%
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value ($000) $25 Shares 203 Est. Cost $109.79 Unrealized +19.6%
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value ($000) $114 Shares 7,444 Est. Cost $13.15 Unrealized
KRMN KARMAN HLDGS INC COMMON STOCK 0.0%
Value ($000) $348 Shares 4,750 Est. Cost $32.73 Unrealized +121.3%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $20 Shares 412 Est. Cost $49.57 Unrealized -7.6%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $45 Shares 150 Est. Cost $286.94 Unrealized +1.2%
BLACKROCK ENHANCED GLOBAL COM 0.0%
Value ($000) $159 Shares 13,569 Est. Cost $9.85 Unrealized
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $111 Shares 2,032 Est. Cost $41.14 Unrealized
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $108 Shares 1,500 Est. Cost $30.45 Unrealized
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $74 Shares 7,040 Est. Cost $10.62 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $23.23 Unrealized +46.1%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $49 Shares 2,752 Est. Cost $18.22 Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 150 Est. Cost $57.01 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $599 Shares 6,226 Est. Cost $82.61 Unrealized
BNY MELLON STRATEGIC MUN BD FD COM 0.0%
Value ($000) $43 Shares 6,970 Est. Cost $5.78 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $10 Shares 105 Est. Cost $89.05 Unrealized +9.7%
BLACKROCK ENHANCED LARGE CAP C COM 0.0%
Value ($000) $109 Shares 4,665 Est. Cost $17.12 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $54 Shares 389 Est. Cost $71.25 Unrealized +84.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $68 Shares 316 Est. Cost $149.95 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $14 Shares 500 Est. Cost $17.08 Unrealized
BLACKROCK LONG-TERM MUN ADVANT COM 0.0%
Value ($000) $52 Shares 5,600 Est. Cost $9.40 Unrealized
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $6 Shares 1,200 Est. Cost $5.47 Unrealized +3.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $40 Shares 215 Est. Cost $79.00 Unrealized +136.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.69 Unrealized +34.1%
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value ($000) $3 Shares 1,020 Est. Cost $1.28 Unrealized +267.1%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $125 Shares 431 Est. Cost $265.02 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $13 Shares 206 Est. Cost $69.23 Unrealized -0.4%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $5 Shares 7 Est. Cost $794.35 Unrealized -14.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $46 Shares 1,930 Est. Cost $28.42 Unrealized
GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $87 Shares 2,132 Est. Cost $29.41 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $21 Shares 210 Est. Cost $73.75 Unrealized +37.0%
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $36 Shares 287 Est. Cost $128.18 Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC COM 0.0%
Value ($000) $4 Shares 153 Est. Cost $11.71 Unrealized +67.8%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $207 Shares 5,449 Est. Cost $35.56 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $16 Shares 199 Est. Cost $71.54 Unrealized +8.9%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $30 Shares 300 Est. Cost $96.01 Unrealized +0.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $3 Shares 386 Est. Cost $21.97 Unrealized -64.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $9 Shares 224 Est. Cost $59.27 Unrealized -29.9%
MDV MODIV INDUSTRIAL INC COM STK CL C 0.0%
Value ($000) $77 Shares 5,378 Est. Cost $16.80 Unrealized
COO COOPER COS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $101.87 Unrealized -26.5%
BNY MELLON STRATEGIC MUNS INC COM 0.0%
Value ($000) $76 Shares 11,994 Est. Cost $6.11 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $17 Shares 348 Est. Cost $46.12 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $33 Shares 182 Est. Cost $198.26 Unrealized -10.2%
IPAR INTERPARFUMS INC COM 0.0%
Value ($000) $9 Shares 102 Est. Cost $122.24 Unrealized -28.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $67 Shares 2,061 Est. Cost $25.86 Unrealized
PJP INVESCO PHARMACEUTICALS ETF 0.0%
Value ($000) $11 Shares 101 Est. Cost $78.59 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $68 Shares 145 Est. Cost $436.63 Unrealized +7.1%
BOUT INNOVATOR IBD BREAKOUT OPPORTUNITIES ETF 0.0%
Value ($000) $16 Shares 450 Est. Cost $32.07 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $14 Shares 395 Est. Cost $32.81 Unrealized
BTBT BIT DIGITAL INC SHS 0.0%
Value ($000) $2 Shares 1,075 Est. Cost $2.61 Unrealized +10.7%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $11 Shares 60 Est. Cost $168.26 Unrealized +2.4%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $101 Shares 764 Est. Cost $86.44 Unrealized +53.1%
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $44.94 Unrealized
DXPE DXP ENTERPRISES INC COM NEW 0.0%
Value ($000) $14 Shares 124 Est. Cost $26.58 Unrealized +309.8%
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $23 Shares 1,835 Est. Cost $11.85 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $120 Shares 1,299 Est. Cost $65.34 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $22 Shares 735 Est. Cost $31.74 Unrealized -10.1%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $64 Shares 790 Est. Cost $52.60 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $16 Shares 250 Est. Cost $49.01 Unrealized +36.5%
PTH INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF 0.0%
Value ($000) $10 Shares 195 Est. Cost $39.14 Unrealized
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $5 Shares 168 Est. Cost $52.53 Unrealized
VIRTUS CONVERTIBLE & INC FD II COM NEW 0.0%
Value ($000) $142 Shares 10,338 Est. Cost $11.56 Unrealized
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $310.43 Unrealized -14.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $404 Shares 5,071 Est. Cost $75.19 Unrealized
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $8 Shares 285 Est. Cost $15.23 Unrealized
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $13 Shares 130 Est. Cost $110.95 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $29 Shares 458 Est. Cost $53.25 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 16 Est. Cost $352.57 Unrealized +22.3%
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $16 Shares 425 Est. Cost $35.69 Unrealized
ATMU ATMUS FILTRATION TECHNOLOGIES COM 0.0%
Value ($000) $7 Shares 144 Est. Cost $23.72 Unrealized +103.8%
PABU ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $71 Shares 972 Est. Cost $66.86 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value ($000) $221 Shares 3,500 Est. Cost $52.95 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $11 Shares 27 Est. Cost $411.38 Unrealized -0.9%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $9.59 Unrealized -28.5%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $34.22 Unrealized +19.2%
BLACKROCK LTD DURATION INCOME COM SHS 0.0%
Value ($000) $48 Shares 3,500 Est. Cost $13.07 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $6 Shares 44 Est. Cost $174.39 Unrealized -25.3%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $120.42 Unrealized +1.7%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $63 Shares 243 Est. Cost $236.98 Unrealized
SNEX STONEX GROUP INC COM 0.0%
Value ($000) $15 Shares 153 Est. Cost $53.15 Unrealized +77.4%
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $428.77 Unrealized -45.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $28.13 Unrealized +32.9%
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $20 Shares 184 Est. Cost $97.16 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $101 Shares 987 Est. Cost $72.84 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $35 Shares 345 Est. Cost $99.53 Unrealized
WDFC WD 40 CO COM 0.0%
Value ($000) $231 Shares 1,171 Est. Cost $162.75 Unrealized +20.4%
COR CENCORA INC COM 0.0%
Value ($000) $11 Shares 32 Est. Cost $220.17 Unrealized +54.7%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $47 Shares 450 Est. Cost $44.83 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 25 Est. Cost $88.08 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $16 Shares 136 Est. Cost $35.08 Unrealized +205.2%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $47 Shares 2,500 Est. Cost $12.43 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $185.05 Unrealized +20.1%
NVR NVR INC COM 0.0%
Value ($000) $7 Shares 1 Est. Cost $4396.05 Unrealized +70.1%
ALLSPRING MULTI SECTOR INCOME COM 0.0%
Value ($000) $24 Shares 2,600 Est. Cost $9.80 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $9 Shares 22 Est. Cost $175.51 Unrealized +135.6%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $159.11 Unrealized -19.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $13 Shares 270 Est. Cost $31.22 Unrealized +50.9%
SAP SAP SE SPON ADR 0.0%
Value ($000) $7 Shares 29 Est. Cost $229.10 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $276 Shares 2,698 Est. Cost $100.28 Unrealized +1.9%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $4 Shares 600 Est. Cost $5.73 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $7 Shares 53 Est. Cost $110.80 Unrealized +11.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $134.83 Unrealized -1.2%
ASND ASCENDIS PHARMA A/S SPONSORED ADR 0.0%
Value ($000) $10 Shares 48 Est. Cost $148.08 Unrealized
ANDE ANDERSONS INC COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $33.61 Unrealized +45.0%
REI RING ENERGY INC COM 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $2.74 Unrealized -65.3%
HNST HONEST CO INC COM 0.0%
Value ($000) $2 Shares 600 Est. Cost $5.73 Unrealized -46.5%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $15 Shares 505 Est. Cost $19.87 Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $6.68 Unrealized -43.6%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $3 Shares 15 Est. Cost $111.24 Unrealized +113.6%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $55.28 Unrealized +6.7%
HAS HASBRO INC COM 0.0%
Value ($000) $8 Shares 103 Est. Cost $54.26 Unrealized +43.8%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $22 Shares 263 Est. Cost $68.34 Unrealized
DUFF & PHELPS UTLITY AND INFST COM 0.0%
Value ($000) $39 Shares 3,060 Est. Cost $13.51 Unrealized
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $21.88 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $13 Shares 218 Est. Cost $47.81 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $8 Shares 168 Est. Cost $37.08 Unrealized +23.5%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $31 Shares 183 Est. Cost $101.69 Unrealized +69.4%
DOV DOVER CORP COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $167.51 Unrealized +8.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $181 Shares 1,887 Est. Cost $95.78 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $71.68 Unrealized +5.3%
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 0.0%
Value ($000) $14 Shares 434 Est. Cost $30.39 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $56 Shares 399 Est. Cost $132.14 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $44.98 Unrealized +106.3%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $79 Shares 650 Est. Cost $104.28 Unrealized
WWD WOODWARD INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $129.03 Unrealized +113.0%
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $45 Shares 5,968 Est. Cost $7.13 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value ($000) $4 Shares 93 Est. Cost $66.35 Unrealized -33.0%
APTV APTIV PLC COM SHS 0.0%
Value ($000) $4 Shares 52 Est. Cost $61.22 Unrealized +31.1%
FLXR TCW FLEXIBLE INCOME ETF 0.0%
Value ($000) $101 Shares 2,560 Est. Cost $38.92 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $189.24 Unrealized -22.3%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $6 Shares 81 Est. Cost $60.70 Unrealized +26.2%
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.54 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $19 Shares 253 Est. Cost $66.27 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $29 Shares 996 Est. Cost $39.39 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $94.03 Unrealized +118.4%
PFE PFIZER INC COM 0.0%
Value ($000) $21 Shares 863 Est. Cost $37.48 Unrealized -33.2%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $210.97 Unrealized -16.1%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $40 Shares 400 Est. Cost $81.67 Unrealized +21.0%
BLACKROCK INVT QUALITY MUN TR COM 0.0%
Value ($000) $38 Shares 3,400 Est. Cost $11.66 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 0.0%
Value ($000) $23 Shares 250 Est. Cost $64.79 Unrealized
COHEN & STEERS TOTAL RETURN COM 0.0%
Value ($000) $5 Shares 450 Est. Cost $13.09 Unrealized
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $3 Shares 605 Est. Cost $4.27 Unrealized +29.2%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 304 Est. Cost $18.01 Unrealized
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW 0.0%
Value ($000) $1 Shares 75 Est. Cost $10.02 Unrealized +7.4%
KKR KKR & CO INC COM 0.0%
Value ($000) $24 Shares 190 Est. Cost $94.74 Unrealized +31.2%
BIIB BIOGEN INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $282.44 Unrealized -42.2%
BMRA BIOMERICA INC COM 0.0%
Value ($000) $4 Shares 1,450 Est. Cost $4.94 Unrealized -47.3%
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $2 Shares 180 Est. Cost $4.05 Unrealized
UFPT UFP TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $318.78 Unrealized -32.8%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $2 Shares 14 Est. Cost $105.04 Unrealized +74.3%
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $7 Shares 1,538 Est. Cost $6.10 Unrealized -19.5%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $112.76 Unrealized -16.1%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $403.95 Unrealized +14.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $106.44 Unrealized +75.1%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $5 Shares 36 Est. Cost $113.22 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 54 Est. Cost $31.17 Unrealized
PEVC PACER PE/VC ETF 0.0%
Value ($000) $14 Shares 500 Est. Cost $27.06 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value ($000) $9 Shares 631 Est. Cost $11.70 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 29 Est. Cost $70.34 Unrealized
ZIP ZIPRECRUITER INC CL A 0.0%
Value ($000) $5 Shares 1,250 Est. Cost $16.59 Unrealized -72.9%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $2 Shares 109 Est. Cost $49.63 Unrealized -59.7%
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $373.08 Unrealized -39.7%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $158 Shares 900 Est. Cost $133.29 Unrealized +29.7%
EQT EQT CORP COM 0.0%
Value ($000) $31 Shares 573 Est. Cost $35.82 Unrealized +56.7%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $351.74 Unrealized -4.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $56 Shares 396 Est. Cost $120.60 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $32 Shares 1,364 Est. Cost $23.42 Unrealized
SSUS STRATEGY SHARES DAY HAGAN SMART SECTOR ETF 0.0%
Value ($000) $39 Shares 810 Est. Cost $33.46 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value ($000) $3 Shares 88 Est. Cost $37.30 Unrealized -3.3%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $26 Shares 125 Est. Cost $170.20 Unrealized
GTLS CHART INDS INC COM 0.0%
Value ($000) $11 Shares 55 Est. Cost $156.57 Unrealized +29.4%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $8 Shares 70 Est. Cost $104.91 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $177.03 Unrealized -60.9%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $16 Shares 176 Est. Cost $89.57 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.34 Unrealized +1.8%
XYL XYLEM INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $100.99 Unrealized +42.2%
ADSK AUTODESK INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $200.68 Unrealized +50.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $31 Shares 320 Est. Cost $68.30 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $204.45 Unrealized +11.2%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $40.89 Unrealized -15.1%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $101.47 Unrealized +32.8%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 58 Est. Cost $12.05 Unrealized +34.0%
ACA ARCOSA INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $58.90 Unrealized +71.3%
QAT ISHARES MSCI QATAR ETF 0.0%
Value ($000) $8 Shares 406 Est. Cost $18.34 Unrealized
BETZ ROUNDHILL SPORTS BETTING & IGAMING ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.31 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $118 Shares 2,060 Est. Cost $57.73 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 18 Est. Cost $129.18 Unrealized +9.0%
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $96.11 Unrealized -26.9%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $270.22 Unrealized +38.9%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 164 Est. Cost $4.65 Unrealized
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $33 Shares 2,940 Est. Cost $10.55 Unrealized
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 117 Est. Cost $32.94 Unrealized -52.7%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $72.76 Unrealized +134.8%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $8 Shares 285 Est. Cost $33.60 Unrealized
NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $14 Shares 305 Est. Cost $38.58 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $18 Shares 591 Est. Cost $40.34 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $21 Shares 975 Est. Cost $19.58 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $11 Shares 76 Est. Cost $84.88 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $5 Shares 63 Est. Cost $38.98 Unrealized +121.6%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.87 Unrealized
TTI TETRA TECHNOLOGIES INC DEL COM 0.0%
Value ($000) $1 Shares 64 Est. Cost $3.89 Unrealized +98.4%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $151.31 Unrealized +41.8%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $47 Shares 2,522 Est. Cost $13.59 Unrealized +32.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $74.82 Unrealized +21.5%
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF 0.0%
Value ($000) $63 Shares 1,369 Est. Cost $45.40 Unrealized
SR SPIRE INC COM 0.0%
Value ($000) $16 Shares 192 Est. Cost $68.86 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $10 Shares 44 Est. Cost $189.51 Unrealized +19.9%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $18 Shares 29 Est. Cost $334.71 Unrealized +85.6%
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $90.57 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $353.52 Unrealized -6.6%
CME CME GROUP INC COM 0.0%
Value ($000) $20 Shares 75 Est. Cost $168.14 Unrealized +61.0%
MET METLIFE INC COM 0.0%
Value ($000) $5 Shares 63 Est. Cost $65.10 Unrealized +21.2%
EOG EOG RES INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $114.55 Unrealized -6.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $10 Shares 52 Est. Cost $84.73 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $252 Shares 20,380 Est. Cost $6.13 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.13 Unrealized +104.1%
SEM SELECT MED HLDGS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.92 Unrealized -25.5%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $6 Shares 135 Est. Cost $97.17 Unrealized
ZION ZIONS BANCORPORATION NATL ASSN COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.03 Unrealized +8.9%
LOTTERY COM INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $3.02 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $8 Shares 168 Est. Cost $48.67 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $207.88 Unrealized +26.6%
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.20 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $16 Shares 73 Est. Cost $110.21 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $10 Shares 108 Est. Cost $75.29 Unrealized +20.3%
GXC STATE STREET SPDR S&P CHINA ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $77.83 Unrealized
MSTP GRANITESHARES 2X LONG MSTR DAILY ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $14.60 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $29.44 Unrealized
DOW DOW HLDGS INC COM 0.0%
Value ($000) $9 Shares 375 Est. Cost $41.09 Unrealized -44.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $149.47 Unrealized +36.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $7 Shares 294 Est. Cost $13.48 Unrealized +73.9%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $27 Shares 253 Est. Cost $104.48 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $24.26 Unrealized +3.4%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $35 Shares 687 Est. Cost $50.33 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $3 Shares 107 Est. Cost $21.02 Unrealized +5.5%
SUPN SUPERNUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $34.75 Unrealized +39.9%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 69 Est. Cost $14.44 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $5 Shares 138 Est. Cost $24.75 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $5 Shares 121 Est. Cost $40.53 Unrealized -8.1%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $5 Shares 195 Est. Cost $18.80 Unrealized +35.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $236.05 Unrealized -7.8%
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $20 Shares 3,500 Est. Cost $5.07 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $139.23 Unrealized -3.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $17 Shares 182 Est. Cost $60.86 Unrealized +55.4%
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $37.23 Unrealized
BITX 2X BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.68 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $3 Shares 8 Est. Cost $219.17 Unrealized +49.0%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $30 Shares 270 Est. Cost $131.05 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 44 Est. Cost $10.66 Unrealized
RIVERNORTH MANAGED DUR MUN INM COM 0.0%
Value ($000) $3 Shares 245 Est. Cost $14.40 Unrealized
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $102 Shares 1,080 Est. Cost $72.24 Unrealized
UBRL GRANITESHARES 2X LONG UBER DAILY ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $35.33 Unrealized
SPYU MAX S&P 500 4X LEVERAGED ETN 0.0%
Value ($000) $12 Shares 223 Est. Cost $46.89 Unrealized
MCHB MECHANICS BANCORP CL A 0.0%
Value ($000) $1 Shares 94 Est. Cost $10.96 Unrealized +26.8%
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $26 Shares 533 Est. Cost $46.98 Unrealized
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $18 Shares 400 Est. Cost $42.72 Unrealized
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $3.23 Unrealized +9.5%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $555.75 Unrealized -20.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $95.52 Unrealized +63.5%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $8 Shares 65 Est. Cost $80.08 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $23.70 Unrealized +79.8%
JEF JEFFERIES FINANCIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $31.21 Unrealized +81.6%
CSX CSX CORP COM 0.0%
Value ($000) $6 Shares 156 Est. Cost $28.73 Unrealized +24.3%
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $182.61 Unrealized +5.9%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $2 Shares 26 Est. Cost $63.16 Unrealized +21.9%
APG API GROUP CORP COM STK 0.0%
Value ($000) $1 Shares 28 Est. Cost $34.90 Unrealized +5.9%
PIMCO HIGH INCOME FD COM SHS 0.0%
Value ($000) $4 Shares 833 Est. Cost $4.73 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $140.89 Unrealized +4.4%
UPRO PROSHARES ULTRAPRO S&P500 0.0%
Value ($000) $3 Shares 25 Est. Cost $76.71 Unrealized
AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 40 Est. Cost $1.75 Unrealized +554.2%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $11.96 Unrealized +73.8%
SOXS DIREXION DAILY SEMICONDUCTOR BEAR 3X SHARES 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.26 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $3 Shares 6 Est. Cost $438.76 Unrealized
MORGAN STANLEY INDIA INVT FD I COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $20.31 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.40 Unrealized +40.2%
EATON VANCE CALIF MUN INCOM TR SH BEN INT 0.0%
Value ($000) $24 Shares 2,370 Est. Cost $9.98 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 15 Est. Cost $41.20 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $3.45 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $7 Shares 65 Est. Cost $62.49 Unrealized +75.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $108.30 Unrealized +130.2%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $50.11 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.45 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $2 Shares 575 Est. Cost $2.93 Unrealized -11.8%
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.87 Unrealized +26.3%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value ($000) $5 Shares 259 Est. Cost $21.09 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $42 Shares 714 Est. Cost $58.78 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.16 Unrealized
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $11 Shares 375 Est. Cost $29.45 Unrealized
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $19 Shares 633 Est. Cost $30.39 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $148.76 Unrealized +36.0%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $7 Shares 222 Est. Cost $38.21 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.51 Unrealized
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $31 Shares 925 Est. Cost $31.83 Unrealized
SMCY YIELDMAX SMCI OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.40 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $4 Shares 41 Est. Cost $47.78 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $35 Shares 3,480 Est. Cost $10.22 Unrealized
PSIL ADVISORSHARES PSYCHEDELICS ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $7.63 Unrealized
AVD AMERICAN VANGUARD CORP COM 0.0%
Value ($000) $0 Shares 35 Est. Cost $21.94 Unrealized -78.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $80.91 Unrealized +45.5%
DEUS XTRACKERS RUSSELL US MULTIFACTOR ETF 0.0%
Value ($000) $17 Shares 300 Est. Cost $42.17 Unrealized
DAL DELTA AIR LINES INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.58 Unrealized +75.5%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $50.89 Unrealized +55.1%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $135.08 Unrealized +34.8%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $55.09 Unrealized +11.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.24 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $8 Shares 254 Est. Cost $28.44 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $38.34 Unrealized
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.42 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $7.03 Unrealized +126.5%
YMAX YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS 0.0%
Value ($000) $0 Shares 20 Est. Cost $12.80 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 48 Est. Cost $13.93 Unrealized -90.0%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $12 Shares 133 Est. Cost $91.77 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $5 Shares 4 Est. Cost $864.03 Unrealized +51.7%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $164.47 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value ($000) $4 Shares 580 Est. Cost $3.85 Unrealized +149.6%
KIE STATE STREET SPDR S&P INSURANCE ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $56.48 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.91 Unrealized -19.8%
UNM UNUM GROUP COM 0.0%
Value ($000) $19 Shares 241 Est. Cost $41.90 Unrealized +82.5%
GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF 0.0%
Value ($000) $4 Shares 58 Est. Cost $71.76 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $235.67 Unrealized -19.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $9 Shares 494 Est. Cost $12.50 Unrealized +30.3%
IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED 0.0%
Value ($000) $5 Shares 65 Est. Cost $71.11 Unrealized
SMOG VANECK LOW CARBON ENERGY ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $104.50 Unrealized
KBWP INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $111.67 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $21 Shares 257 Est. Cost $82.79 Unrealized
SPEU STATE STREET SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $34.67 Unrealized
ESQ ESQUIRE FINL HLDGS INC COM 0.0%
Value ($000) $236 Shares 2,312 Est. Cost $41.08 Unrealized +146.1%
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.49 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $60.82 Unrealized +6.1%
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.0%
Value ($000) $2 Shares 590 Est. Cost $2.88 Unrealized
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $80.50 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $47.78 Unrealized
BOOM DMC GLOBAL INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.48 Unrealized -62.7%
COHEN & STEERS REIT & PFD & COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.40 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $234.24 Unrealized +45.5%
BCE BCE INC COM NEW 0.0%
Value ($000) $1 Shares 58 Est. Cost $35.41 Unrealized -34.9%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $0 Shares 28 Est. Cost $10.64 Unrealized
BOW BOWHEAD SPECIALTY HLDGS INC COM SHS 0.0%
Value ($000) $0 Shares 14 Est. Cost $38.16 Unrealized -30.5%
FHI FEDERATED HERMES INC CL B 0.0%
Value ($000) $7 Shares 140 Est. Cost $30.64 Unrealized +64.2%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $52.58 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $40.05 Unrealized -39.8%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $76.08 Unrealized -6.9%
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $90.00 Unrealized
SGU STAR GROUP LP UNIT LTD PARTNR 0.0%
Value ($000) $19 Shares 1,639 Est. Cost $9.25 Unrealized +28.0%
PIMCO CALIF MUN INCOME FD COM 0.0%
Value ($000) $14 Shares 1,630 Est. Cost $9.32 Unrealized
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.24 Unrealized +23.8%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $1 Shares 8 Est. Cost $119.38 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.43 Unrealized -13.6%
INSW INTERNATIONAL SEAWAYS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.25 Unrealized +42.6%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $2 Shares 17 Est. Cost $89.82 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $71.83 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.25 Unrealized +96.7%
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.60 Unrealized
BW BABCOCK & WILCOX ENTERPRISES COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $5.46 Unrealized -9.7%
GOP UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 0.0%
Value ($000) $6 Shares 177 Est. Cost $31.36 Unrealized
TSMX DIREXION DAILY TSM BULL 2X SHARES 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.00 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $13 Shares 2,450 Est. Cost $4.28 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.73 Unrealized -50.0%
ARBE ARBE ROBOTICS LTD ORDINARY SHARES 0.0%
Value ($000) $0 Shares 25 Est. Cost $2.21 Unrealized -25.1%
VEGI ISHARES MSCI AGRICULTURE PRODUCERS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.27 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.45 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.81 Unrealized -50.6%
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $0 Shares 256 Est. Cost $5.94 Unrealized -80.0%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.65 Unrealized
XP XP INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.49 Unrealized +0.7%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $56.48 Unrealized
WAFU WAH FU EDUCATION GROUP LIMITED SHS 0.0%
Value ($000) $0 Shares 20 Est. Cost $2.15 Unrealized -20.0%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.08 Unrealized +4.8%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.82 Unrealized
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.38 Unrealized -15.6%
RWX STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $26.77 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.67 Unrealized
CIM CHIMERA INVT CORP COM SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $15.75 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $8.04 Unrealized -12.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $106.33 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $21.51 Unrealized
TMC TMC THE METALS COMPANY INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $6.00 Unrealized +17.1%
ALTO ALTO INGREDIENTS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.55 Unrealized -46.9%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.07 Unrealized -51.8%
WSUPW WHEELS UP EXPERIENCE INC WT EXP 071326 0.0%
Value ($000) $0 Shares 432 Est. Cost $0.06 Unrealized
MPT MEDICAL PROPERTIES TRUST INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.44 Unrealized