Perennial Investment Advisors, LLC Diversified Active

Location: Los Angeles, CA

CIK: 0001801523 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $1.255B (100.0% shares, 0.0% debt)

Holdings (511)

NVDA NVIDIA CORPORATION 4.4%
Value $55.55M Shares 318,535 Est. Cost $124.50 Unrealized +49.9%
QUS SPDR SERIES TRUST 4.3%
Value $54.54M Shares 317,764 Est. Cost $148.30 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 4.2%
Value $52.31M Shares 695,729 Est. Cost $69.46 Unrealized
SPYG SPDR SERIES TRUST 3.9%
Value $49.01M Shares 500,556 Est. Cost $59.42 Unrealized
SPYV SPDR SERIES TRUST 3.8%
Value $47.63M Shares 841,900 Est. Cost $43.54 Unrealized
AAPL APPLE INC 3.4%
Value $42.52M Shares 167,527 Est. Cost $113.25 Unrealized +132.1%
IWY ISHARES TR 3.3%
Value $41.88M Shares 168,225 Est. Cost $236.64 Unrealized
TSLA TESLA INC 2.9%
Value $35.8M Shares 96,300 Est. Cost $322.25 Unrealized +32.2%
RDVY FIRST TR EXCHANGE TRADED FD 2.8%
Value $35.44M Shares 519,015 Est. Cost $58.34 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.6%
Value $19.62M Shares 30,165 Est. Cost $484.81 Unrealized
DYNF BLACKROCK ETF TRUST 1.5%
Value $19.06M Shares 327,584 Est. Cost $51.65 Unrealized
IYW ISHARES TR 1.4%
Value $18.07M Shares 99,543 Est. Cost $133.84 Unrealized
AMZN AMAZON COM INC 1.3%
Value $16.01M Shares 76,859 Est. Cost $137.79 Unrealized +64.6%
IVV ISHARES TR 1.3%
Value $15.77M Shares 24,137 Est. Cost $551.93 Unrealized
SPYM SPDR SERIES TRUST 1.2%
Value $15.18M Shares 198,336 Est. Cost $68.95 Unrealized
BAI BLACKROCK ETF TRUST 1.0%
Value $13.15M Shares 399,006 Est. Cost $32.36 Unrealized
MSFT MICROSOFT CORP 1.0%
Value $12.59M Shares 33,999 Est. Cost $230.59 Unrealized +88.5%
VTI VANGUARD INDEX FDS 1.0%
Value $12.52M Shares 39,023 Est. Cost $197.69 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value $11.69M Shares 20,253 Est. Cost $365.42 Unrealized
IEMG ISHARES INC 0.9%
Value $11.61M Shares 166,397 Est. Cost $61.07 Unrealized
COWZ PACER FDS TR 0.9%
Value $11.41M Shares 182,459 Est. Cost $51.27 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value $10.93M Shares 25,019 Est. Cost $283.97 Unrealized
QUAL ISHARES TR 0.8%
Value $10.22M Shares 53,247 Est. Cost $172.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value $9.862M Shares 20,579 Est. Cost $357.07 Unrealized +38.2%
VTV VANGUARD INDEX FDS 0.8%
Value $9.82M Shares 50,055 Est. Cost $147.56 Unrealized
VGT VANGUARD WORLD FD 0.8%
Value $9.786M Shares 14,024 Est. Cost $394.53 Unrealized
CLIP GLOBAL X FDS 0.7%
Value $9M Shares 89,675 Est. Cost $100.38 Unrealized
TLT ISHARES TR 0.7%
Value $8.812M Shares 101,647 Est. Cost $89.56 Unrealized
NTSX WISDOMTREE TR 0.7%
Value $8.376M Shares 160,605 Est. Cost $38.80 Unrealized
OUNZ VANECK MERK GOLD ETF 0.7%
Value $8.227M Shares 182,616 Est. Cost $35.21 Unrealized
GOOGL ALPHABET INC 0.6%
Value $7.957M Shares 27,668 Est. Cost $126.91 Unrealized +154.7%
GOOG ALPHABET INC 0.6%
Value $7.508M Shares 26,174 Est. Cost $138.37 Unrealized +133.9%
SFLR INNOVATOR ETFS TRUST 0.6%
Value $7.153M Shares 202,013 Est. Cost $33.66 Unrealized
MTUM ISHARES TR 0.5%
Value $6.843M Shares 28,490 Est. Cost $211.89 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value $6.761M Shares 105,512 Est. Cost $51.28 Unrealized
META META PLATFORMS INC 0.5%
Value $6.583M Shares 11,501 Est. Cost $374.09 Unrealized +75.2%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.5%
Value $6.47M Shares 152,081 Est. Cost $40.41 Unrealized
SDY SPDR SERIES TRUST 0.5%
Value $6.418M Shares 43,976 Est. Cost $124.25 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.5%
Value $6.341M Shares 58,923 Est. Cost $93.41 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value $6.217M Shares 46,777 Est. Cost $166.86 Unrealized
AVGO BROADCOM INC 0.5%
Value $6.13M Shares 19,804 Est. Cost $161.68 Unrealized +106.7%
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value $6.047M Shares 41,341 Est. Cost $42.67 Unrealized +261.3%
JAVA J P MORGAN EXCHANGE TRADED F 0.5%
Value $5.953M Shares 82,970 Est. Cost $67.18 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.5%
Value $5.919M Shares 147,271 Est. Cost $38.12 Unrealized
SHLD GLOBAL X FDS 0.5%
Value $5.721M Shares 80,735 Est. Cost $70.38 Unrealized
THRO BLACKROCK ETF TRUST 0.4%
Value $5.497M Shares 151,751 Est. Cost $35.65 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.4%
Value $5.481M Shares 164,249 Est. Cost $31.36 Unrealized
EMBX VANECK FDS 0.4%
Value $5.478M Shares 109,301 Est. Cost $50.65 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value $5.471M Shares 52,891 Est. Cost $84.30 Unrealized
IAGG ISHARES TR 0.4%
Value $5.31M Shares 106,124 Est. Cost $50.72 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value $5.239M Shares 32,391 Est. Cost $123.92 Unrealized
HGER HARBOR ETF TRUST 0.4%
Value $5.037M Shares 162,425 Est. Cost $24.28 Unrealized
NFLX NETFLIX INC. 0.4%
Value $4.895M Shares 50,905 Est. Cost $104.96 Unrealized -20.1%
RWL INVESCO EXCH TRADED FD TR II 0.4%
Value $4.841M Shares 42,125 Est. Cost $81.91 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value $4.832M Shares 52,726 Est. Cost $91.64 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value $4.677M Shares 84,250 Est. Cost $51.82 Unrealized
AIQ GLOBAL X FDS 0.4%
Value $4.582M Shares 98,164 Est. Cost $39.13 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.4%
Value $4.54M Shares 118,175 Est. Cost $36.37 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.4%
Value $4.414M Shares 399,090 Est. Cost $9.11 Unrealized +32.0%
GOVT ISHARES TR 0.3%
Value $4.2M Shares 183,334 Est. Cost $22.88 Unrealized
SPTM SPDR SERIES TRUST 0.3%
Value $4.044M Shares 51,155 Est. Cost $53.66 Unrealized
SLV ISHARES SILVER TR 0.3%
Value $3.985M Shares 58,487 Est. Cost $30.64 Unrealized
SPYI NEOS ETF TRUST 0.3%
Value $3.859M Shares 78,168 Est. Cost $50.91 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.3%
Value $3.795M Shares 165,360 Est. Cost $22.99 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value $3.774M Shares 62,767 Est. Cost $38.58 Unrealized
SPSM SPDR SERIES TRUST 0.3%
Value $3.77M Shares 78,028 Est. Cost $41.29 Unrealized
EFA ISHARES TR 0.3%
Value $3.682M Shares 37,907 Est. Cost $81.79 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.3%
Value $3.665M Shares 3,676 Est. Cost $598.61 Unrealized +61.0%
CGMS CAPITAL GRP FIXED INCM ETF T 0.3%
Value $3.62M Shares 132,952 Est. Cost $27.49 Unrealized
IJR ISHARES TR 0.3%
Value $3.544M Shares 28,515 Est. Cost $92.88 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.3%
Value $3.496M Shares 152,120 Est. Cost $23.03 Unrealized
GLD SPDR GOLD TR 0.3%
Value $3.489M Shares 8,108 Est. Cost $224.36 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%
Value $3.484M Shares 10,308 Est. Cost $163.67 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value $3.476M Shares 5,820 Est. Cost $411.17 Unrealized
CORNERSTONE STRATEGIC INVEST 0.3%
Value $3.464M Shares 475,766 Est. Cost $7.84 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.3%
Value $3.458M Shares 154,767 Est. Cost $22.54 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $3.392M Shares 16,397 Est. Cost $142.02 Unrealized +21.0%
CORNERSTONE TOTAL RETURN FD 0.3%
Value $3.377M Shares 485,846 Est. Cost $7.51 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $3.358M Shares 11,692 Est. Cost $246.92 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value $3.326M Shares 98,500 Est. Cost $27.68 Unrealized
IAU ISHARES GOLD TR 0.3%
Value $3.303M Shares 37,466 Est. Cost $54.62 Unrealized
SPMD SPDR SERIES TRUST 0.3%
Value $3.278M Shares 55,346 Est. Cost $51.60 Unrealized
IWF ISHARES TR 0.3%
Value $3.235M Shares 7,586 Est. Cost $235.98 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value $3.116M Shares 33,594 Est. Cost $63.14 Unrealized
LVHI LEGG MASON ETF INVT 0.2%
Value $3.097M Shares 76,388 Est. Cost $32.53 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.2%
Value $3.095M Shares 110,529 Est. Cost $26.58 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.2%
Value $3.054M Shares 36,139 Est. Cost $80.98 Unrealized
IJH ISHARES TR 0.2%
Value $3M Shares 44,421 Est. Cost $93.84 Unrealized
SLYG SPDR SERIES TRUST 0.2%
Value $2.997M Shares 31,014 Est. Cost $75.51 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.2%
Value $2.927M Shares 92,725 Est. Cost $27.88 Unrealized
AVEM AMERICAN CENTY ETF TR 0.2%
Value $2.881M Shares 35,757 Est. Cost $71.01 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.2%
Value $2.875M Shares 72,668 Est. Cost $39.60 Unrealized
SLYV SPDR SERIES TRUST 0.2%
Value $2.875M Shares 30,390 Est. Cost $77.04 Unrealized
DBMF LITMAN GREGORY FDS TR 0.2%
Value $2.688M Shares 89,137 Est. Cost $27.15 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $2.613M Shares 8,880 Est. Cost $130.46 Unrealized +138.7%
V VISA INC 0.2%
Value $2.584M Shares 8,552 Est. Cost $247.03 Unrealized +33.2%
XLV SELECT SECTOR SPDR TR 0.2%
Value $2.58M Shares 17,599 Est. Cost $136.64 Unrealized
DGRO ISHARES TR 0.2%
Value $2.562M Shares 36,509 Est. Cost $53.59 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value $2.529M Shares 49,967 Est. Cost $50.38 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $2.475M Shares 11,508 Est. Cost $159.19 Unrealized
ENVX ENOVIX CORPORATION 0.2%
Value $2.383M Shares 460,067 Est. Cost $9.42 Unrealized -25.8%
SPDW SPDR INDEX SHS FDS 0.2%
Value $2.322M Shares 50,855 Est. Cost $35.30 Unrealized
ESGU ISHARES TR 0.2%
Value $2.262M Shares 15,993 Est. Cost $86.18 Unrealized
WMT WALMART INC 0.2%
Value $2.225M Shares 17,901 Est. Cost $58.92 Unrealized +107.1%
SGOV ISHARES TR 0.2%
Value $2.224M Shares 22,097 Est. Cost $100.65 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.2%
Value $2.22M Shares 29,208 Est. Cost $66.82 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $2.213M Shares 13,044 Est. Cost $81.60 Unrealized +70.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value $2.189M Shares 44,335 Est. Cost $42.67 Unrealized
WINN HARBOR ETF TRUST 0.2%
Value $2.152M Shares 77,600 Est. Cost $26.17 Unrealized
IEFA ISHARES TR 0.2%
Value $2.134M Shares 23,569 Est. Cost $74.11 Unrealized
KO COCA COLA CO 0.2%
Value $2.029M Shares 26,679 Est. Cost $47.44 Unrealized +57.6%
LQD ISHARES TR 0.2%
Value $2.012M Shares 18,457 Est. Cost $110.04 Unrealized
EMXC ISHARES INC 0.2%
Value $2.009M Shares 25,541 Est. Cost $60.09 Unrealized
IVW ISHARES TR 0.2%
Value $1.969M Shares 17,411 Est. Cost $81.35 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value $1.946M Shares 31,772 Est. Cost $58.18 Unrealized
EFIV SPDR SERIES TRUST 0.2%
Value $1.942M Shares 30,789 Est. Cost $57.36 Unrealized
ISCV ISHARES TR 0.2%
Value $1.939M Shares 27,895 Est. Cost $66.70 Unrealized
HIMU BLACKROCK ETF TRUST II 0.2%
Value $1.907M Shares 39,749 Est. Cost $49.17 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value $1.89M Shares 106,477 Est. Cost $17.84 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $1.889M Shares 5,592 Est. Cost $154.81 Unrealized +150.0%
EUSB ISHARES TR 0.1%
Value $1.779M Shares 40,887 Est. Cost $43.30 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $1.772M Shares 6,762 Est. Cost $209.43 Unrealized
ISCG ISHARES TR 0.1%
Value $1.77M Shares 32,307 Est. Cost $49.21 Unrealized
LLY ELI LILLY & CO 0.1%
Value $1.75M Shares 1,901 Est. Cost $578.68 Unrealized +80.9%
STIP ISHARES TR 0.1%
Value $1.739M Shares 16,801 Est. Cost $102.93 Unrealized
PTLC PACER FDS TR 0.1%
Value $1.711M Shares 32,614 Est. Cost $47.61 Unrealized
IWD ISHARES TR 0.1%
Value $1.697M Shares 7,942 Est. Cost $177.14 Unrealized
SMH VANECK ETF TRUST 0.1%
Value $1.683M Shares 4,390 Est. Cost $260.98 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.681M Shares 32,967 Est. Cost $50.74 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value $1.679M Shares 105,739 Est. Cost $8.76 Unrealized +165.9%
IVE ISHARES TR 0.1%
Value $1.675M Shares 7,930 Est. Cost $176.54 Unrealized
CMF ISHARES TR 0.1%
Value $1.664M Shares 29,261 Est. Cost $57.05 Unrealized
NBIS NEBIUS GROUP N.V. 0.1%
Value $1.661M Shares 16,008 Est. Cost $49.57 Unrealized +94.5%
PEP PEPSICO INC 0.1%
Value $1.642M Shares 10,574 Est. Cost $127.78 Unrealized +21.1%
ESGE ISHARES INC 0.1%
Value $1.629M Shares 35,823 Est. Cost $36.66 Unrealized
HYG ISHARES TR 0.1%
Value $1.615M Shares 20,305 Est. Cost $80.06 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value $1.607M Shares 14,330 Est. Cost $102.34 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value $1.589M Shares 14,330 Est. Cost $95.76 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $1.571M Shares 7,725 Est. Cost $106.87 Unrealized +107.4%
GLDM WORLD GOLD TR 0.1%
Value $1.555M Shares 16,772 Est. Cost $60.54 Unrealized
GEV GE VERNOVA INC 0.1%
Value $1.554M Shares 1,780 Est. Cost $191.56 Unrealized +284.7%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $1.508M Shares 5,401 Est. Cost $362.32 Unrealized -16.9%
CGHM CAPITAL GRP FIXED INCM ETF T 0.1%
Value $1.505M Shares 59,440 Est. Cost $24.91 Unrealized
IWP ISHARES TR 0.1%
Value $1.502M Shares 11,728 Est. Cost $91.05 Unrealized
JANW AIM ETF PRODUCTS TRUST 0.1%
Value $1.488M Shares 40,779 Est. Cost $36.48 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value $1.485M Shares 57,599 Est. Cost $25.90 Unrealized
ORCL ORACLE CORP 0.1%
Value $1.474M Shares 10,020 Est. Cost $122.37 Unrealized +38.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.461M Shares 7,608 Est. Cost $160.29 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.449M Shares 5,927 Est. Cost $142.70 Unrealized +59.7%
GE GE AEROSPACE 0.1%
Value $1.446M Shares 5,094 Est. Cost $104.36 Unrealized +204.9%
CAT CATERPILLAR INC 0.1%
Value $1.441M Shares 2,033 Est. Cost $315.76 Unrealized +116.7%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $1.419M Shares 3,635 Est. Cost $237.54 Unrealized +81.5%
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $1.408M Shares 29,939 Est. Cost $35.33 Unrealized
NLR VANECK ETF TRUST 0.1%
Value $1.402M Shares 10,525 Est. Cost $132.14 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $1.395M Shares 18,940 Est. Cost $74.64 Unrealized
SHOP SHOPIFY INC 0.1%
Value $1.377M Shares 11,611 Est. Cost $54.65 Unrealized +149.7%
PAVE GLOBAL X FDS 0.1%
Value $1.364M Shares 26,832 Est. Cost $29.07 Unrealized
IUSG ISHARES TR 0.1%
Value $1.342M Shares 8,654 Est. Cost $104.05 Unrealized
BLACKROCK CAP ALLOCATION TER 0.1%
Value $1.337M Shares 94,644 Est. Cost $14.63 Unrealized
DIS DISNEY WALT CO 0.1%
Value $1.328M Shares 13,782 Est. Cost $122.01 Unrealized -10.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $1.327M Shares 26,443 Est. Cost $38.22 Unrealized +14.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.314M Shares 5,420 Est. Cost $134.47 Unrealized +111.1%
OTF BLUE OWL TECHNOLOGY FIN CORP 0.1%
Value $1.301M Shares 104,980 Est. Cost $13.54 Unrealized -2.9%
QFLR INNOVATOR ETFS TRUST 0.1%
Value $1.287M Shares 38,650 Est. Cost $30.10 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $1.285M Shares 11,791 Est. Cost $155.37 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $1.285M Shares 8,014 Est. Cost $149.79 Unrealized +14.9%
USMV ISHARES TR 0.1%
Value $1.283M Shares 13,838 Est. Cost $69.26 Unrealized
SYSB ISHARES TR 0.1%
Value $1.278M Shares 14,360 Est. Cost $89.73 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $1.272M Shares 25,532 Est. Cost $48.14 Unrealized
KLAC KLA CORP 0.1%
Value $1.272M Shares 864 Est. Cost $725.09 Unrealized +101.6%
CSCO CISCO SYS INC 0.1%
Value $1.238M Shares 15,964 Est. Cost $46.00 Unrealized +69.4%
MA MASTERCARD INCORPORATED 0.1%
Value $1.235M Shares 2,472 Est. Cost $314.43 Unrealized +71.4%
BAC BANK AMERICA CORP 0.1%
Value $1.231M Shares 25,253 Est. Cost $31.10 Unrealized +72.5%
IWM ISHARES TR 0.1%
Value $1.225M Shares 4,938 Est. Cost $188.05 Unrealized
ASML ASML HLDG NV 0.1%
Value $1.219M Shares 923 Est. Cost $697.51 Unrealized
GSUS GOLDMAN SACHS ETF TR 0.1%
Value $1.172M Shares 13,077 Est. Cost $60.79 Unrealized
AGG ISHARES TR 0.1%
Value $1.167M Shares 11,751 Est. Cost $100.75 Unrealized
SPTL SPDR SERIES TRUST 0.1%
Value $1.162M Shares 44,184 Est. Cost $26.95 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $1.15M Shares 2,496 Est. Cost $358.72 Unrealized +45.2%
MOAT VANECK ETF TRUST 0.1%
Value $1.132M Shares 11,711 Est. Cost $84.91 Unrealized
IUSV ISHARES TR 0.1%
Value $1.129M Shares 11,038 Est. Cost $83.32 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value $1.123M Shares 26,029 Est. Cost $31.51 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $1.109M Shares 5,190 Est. Cost $86.98 Unrealized +159.8%
EEM ISHARES TR 0.1%
Value $1.105M Shares 19,466 Est. Cost $51.08 Unrealized
AMGN AMGEN INC 0.1%
Value $1.103M Shares 3,137 Est. Cost $217.54 Unrealized +60.7%
BIZD VANECK ETF TRUST 0.1%
Value $1.094M Shares 85,449 Est. Cost $15.90 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.1%
Value $1.094M Shares 41,642 Est. Cost $26.15 Unrealized
CRM SALESFORCE INC 0.1%
Value $1.069M Shares 5,726 Est. Cost $239.59 Unrealized -9.9%
HD HOME DEPOT INC 0.1%
Value $1.057M Shares 3,213 Est. Cost $269.95 Unrealized +39.6%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $1.009M Shares 26,264 Est. Cost $53.50 Unrealized
T AT&T INC 0.1%
Value $1.005M Shares 34,679 Est. Cost $17.46 Unrealized +47.5%
IGV ISHARES TR 0.1%
Value $1.004M Shares 12,538 Est. Cost $93.80 Unrealized
IWR ISHARES TR 0.1%
Value $1.002M Shares 10,309 Est. Cost $71.79 Unrealized
CALI BLACKROCK ETF TRUST II 0.1%
Value $987K Shares 19,575 Est. Cost $50.45 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value $967K Shares 24,896 Est. Cost $23.29 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value $965K Shares 24,293 Est. Cost $40.80 Unrealized
URA GLOBAL X FDS 0.1%
Value $964K Shares 19,900 Est. Cost $32.81 Unrealized
USXF ISHARES TR 0.1%
Value $931K Shares 16,871 Est. Cost $48.55 Unrealized
ABBV ABBVIE INC 0.1%
Value $927K Shares 4,264 Est. Cost $108.02 Unrealized +106.1%
ICSH ISHARES TR 0.1%
Value $927K Shares 18,307 Est. Cost $50.72 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $926K Shares 11,630 Est. Cost $46.00 Unrealized +95.7%
RTX RTX CORPORATION 0.1%
Value $915K Shares 4,746 Est. Cost $101.59 Unrealized +93.5%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $908K Shares 12,411 Est. Cost $63.46 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value $901K Shares 3,331 Est. Cost $62.86 Unrealized +299.7%
ADI ANALOG DEVICES INC 0.1%
Value $893K Shares 2,807 Est. Cost $186.00 Unrealized +70.0%
KLAC KLA CORP 0.1%
Value $883K Shares 600 Est. Cost $725.09 Unrealized +101.6%
AER AERCAP HOLDINGS NV 0.1%
Value $870K Shares 6,344 Est. Cost $68.72 Unrealized +112.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $869K Shares 1,027 Est. Cost $635.90 Unrealized +46.7%
NUDM NUSHARES ETF TR 0.1%
Value $868K Shares 24,052 Est. Cost $36.14 Unrealized
IUSB ISHARES TR 0.1%
Value $862K Shares 18,667 Est. Cost $46.86 Unrealized
BA BOEING CO 0.1%
Value $856K Shares 4,304 Est. Cost $208.78 Unrealized +14.3%
INTC INTEL CORP 0.1%
Value $845K Shares 19,146 Est. Cost $41.89 Unrealized +10.8%
MBB ISHARES TR 0.1%
Value $844K Shares 8,891 Est. Cost $92.86 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $844K Shares 3,607 Est. Cost $163.93 Unrealized
SPTI SPDR SERIES TRUST 0.1%
Value $838K Shares 29,233 Est. Cost $28.78 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value $829K Shares 17,674 Est. Cost $34.93 Unrealized
TJX TJX COS INC NEW 0.1%
Value $817K Shares 5,115 Est. Cost $84.40 Unrealized +82.7%
EXC EXELON CORP 0.1%
Value $816K Shares 16,639 Est. Cost $45.46 Unrealized -0.7%
VOLT TEMA ETF TRUST 0.1%
Value $813K Shares 23,755 Est. Cost $34.24 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value $809K Shares 16,190 Est. Cost $65.15 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $802K Shares 10,253 Est. Cost $51.79 Unrealized
ESGD ISHARES TR 0.1%
Value $795K Shares 8,309 Est. Cost $76.51 Unrealized
O REALTY INCOME CORP 0.1%
Value $789K Shares 12,898 Est. Cost $54.63 Unrealized +4.9%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value $789K Shares 25,984 Est. Cost $24.85 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $783K Shares 1,593 Est. Cost $497.15 Unrealized +15.6%
FYX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $777K Shares 6,509 Est. Cost $88.90 Unrealized
GRNB VANECK ETF TRUST 0.1%
Value $777K Shares 32,431 Est. Cost $24.14 Unrealized
ALLW SSGA ACTIVE TR 0.1%
Value $771K Shares 26,721 Est. Cost $28.50 Unrealized
BLACKROCK MUNIHLDNGS CALI 0.1%
Value $761K Shares 73,146 Est. Cost $11.04 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value $746K Shares 30,127 Est. Cost $24.87 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $743K Shares 2,456 Est. Cost $210.80 Unrealized +69.0%
TLTW ISHARES TR 0.1%
Value $730K Shares 32,292 Est. Cost $23.65 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value $722K Shares 15,199 Est. Cost $48.19 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $718K Shares 1 Est. Cost $740378.25 Unrealized 0.0%
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $714K Shares 14,056 Est. Cost $34.58 Unrealized
GM GENERAL MTRS CO 0.1%
Value $712K Shares 9,554 Est. Cost $47.50 Unrealized +73.2%
VBK VANGUARD INDEX FDS 0.1%
Value $707K Shares 2,340 Est. Cost $218.39 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $706K Shares 7,887 Est. Cost $86.12 Unrealized +8.7%
NEAR ISHARES U S ETF TR 0.1%
Value $700K Shares 13,771 Est. Cost $50.88 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value $698K Shares 15,216 Est. Cost $60.34 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $697K Shares 3,207 Est. Cost $160.65 Unrealized
IWB ISHARES TR 0.1%
Value $695K Shares 1,949 Est. Cost $301.02 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $683K Shares 2,526 Est. Cost $328.75 Unrealized -6.1%
ILCV ISHARES TR 0.1%
Value $677K Shares 7,263 Est. Cost $83.89 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $672K Shares 9,347 Est. Cost $50.23 Unrealized +56.7%
MSTR STRATEGY INC 0.1%
Value $672K Shares 5,381 Est. Cost $189.64 Unrealized -22.6%
NEM NEWMONT CORP 0.1%
Value $666K Shares 6,155 Est. Cost $97.54 Unrealized +21.1%
PG PROCTER & GAMBLE CO 0.1%
Value $665K Shares 4,602 Est. Cost $114.82 Unrealized +32.2%
BLK BLACKROCK INC 0.1%
Value $665K Shares 690 Est. Cost $1013.73 Unrealized +8.3%
EFV ISHARES TR 0.1%
Value $662K Shares 8,899 Est. Cost $56.25 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $657K Shares 4,438 Est. Cost $145.88 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.1%
Value $653K Shares 3,665 Est. Cost $162.30 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $652K Shares 4,939 Est. Cost $72.46 Unrealized +41.7%
IWS ISHARES TR 0.1%
Value $647K Shares 4,439 Est. Cost $107.14 Unrealized
KRMA GLOBAL X FDS 0.1%
Value $643K Shares 15,483 Est. Cost $28.47 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $643K Shares 7,770 Est. Cost $80.21 Unrealized
MRK MERCK & CO INC 0.1%
Value $642K Shares 5,336 Est. Cost $81.08 Unrealized +41.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $640K Shares 6,930 Est. Cost $89.96 Unrealized +5.6%
GDX VANECK ETF TRUST 0.1%
Value $638K Shares 6,947 Est. Cost $79.33 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $622K Shares 1,393 Est. Cost $450.85 Unrealized +3.7%
SPEU SPDR INDEX SHS FDS 0.0%
Value $617K Shares 12,037 Est. Cost $47.14 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $611K Shares 1,560 Est. Cost $109.31 Unrealized +244.4%
BX BLACKSTONE INC 0.0%
Value $608K Shares 5,291 Est. Cost $109.46 Unrealized +28.7%
TXN TEXAS INSTRS INC 0.0%
Value $604K Shares 3,111 Est. Cost $181.53 Unrealized +13.6%
ADBE ADOBE INC 0.0%
Value $603K Shares 2,482 Est. Cost $381.78 Unrealized -24.1%
PLD PROLOGIS INC. 0.0%
Value $602K Shares 4,554 Est. Cost $111.68 Unrealized +15.5%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value $601K Shares 6,408 Est. Cost $93.74 Unrealized
SPVM INVESCO EXCHANGE TRADED FD T 0.0%
Value $597K Shares 8,662 Est. Cost $68.91 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value $597K Shares 24,465 Est. Cost $24.39 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $592K Shares 7,227 Est. Cost $81.50 Unrealized
C CITIGROUP INC 0.0%
Value $587K Shares 5,171 Est. Cost $47.72 Unrealized +143.4%
MCD MCDONALDS CORP 0.0%
Value $586K Shares 1,886 Est. Cost $227.18 Unrealized +39.6%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $586K Shares 2,974 Est. Cost $139.30 Unrealized +68.3%
DSI ISHARES TR 0.0%
Value $584K Shares 4,822 Est. Cost $88.03 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.0%
Value $584K Shares 1,260 Est. Cost $422.65 Unrealized
ULST SSGA ACTIVE ETF TR 0.0%
Value $568K Shares 14,014 Est. Cost $40.44 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value $559K Shares 14,341 Est. Cost $35.80 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $555K Shares 919 Est. Cost $404.53 Unrealized +48.5%
NVS NOVARTIS AG 0.0%
Value $553K Shares 3,618 Est. Cost $117.32 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $552K Shares 1,356 Est. Cost $312.44 Unrealized +20.5%
MMM 3M CO 0.0%
Value $550K Shares 3,788 Est. Cost $111.76 Unrealized +46.7%
PFE PFIZER INC 0.0%
Value $550K Shares 19,576 Est. Cost $26.80 Unrealized -2.3%
LITE LUMENTUM HLDGS INC 0.0%
Value $547K Shares 779 Est. Cost $467.14 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value $543K Shares 8,236 Est. Cost $41.18 Unrealized +53.1%
SRE SEMPRA 0.0%
Value $543K Shares 5,592 Est. Cost $71.14 Unrealized +25.8%
BALI BLACKROCK ETF TRUST 0.0%
Value $543K Shares 17,626 Est. Cost $30.81 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $540K Shares 1,581 Est. Cost $157.61 Unrealized +107.2%
QCOM QUALCOMM INC 0.0%
Value $540K Shares 4,192 Est. Cost $131.47 Unrealized +17.1%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $535K Shares 1,828 Est. Cost $336.76 Unrealized +4.4%
MITK MITEK SYS INC 0.0%
Value $531K Shares 39,320 Est. Cost $9.84 Unrealized +13.9%
JIVE J P MORGAN EXCHANGE TRADED F 0.0%
Value $521K Shares 6,088 Est. Cost $85.64 Unrealized
XPO XPO INC 0.0%
Value $521K Shares 2,679 Est. Cost $110.67 Unrealized +53.9%
MS MORGAN STANLEY 0.0%
Value $519K Shares 3,154 Est. Cost $115.52 Unrealized +55.5%
HON HONEYWELL INTL INC 0.0%
Value $515K Shares 2,279 Est. Cost $177.28 Unrealized +27.4%
NEE NEXTERA ENERGY INC 0.0%
Value $512K Shares 5,510 Est. Cost $64.96 Unrealized +34.2%
CWS ADVISORSHARES TR 0.0%
Value $507K Shares 7,834 Est. Cost $69.35 Unrealized
XYLD GLOBAL X FDS 0.0%
Value $505K Shares 12,909 Est. Cost $40.62 Unrealized
SIL GLOBAL X FDS 0.0%
Value $503K Shares 5,585 Est. Cost $83.96 Unrealized
LOW LOWES COS INC 0.0%
Value $497K Shares 2,105 Est. Cost $214.92 Unrealized +26.3%
SPIB SPDR SERIES TRUST 0.0%
Value $496K Shares 14,782 Est. Cost $32.70 Unrealized
HDV ISHARES TR 0.0%
Value $481K Shares 3,542 Est. Cost $102.21 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $480K Shares 8,216 Est. Cost $50.04 Unrealized
UNP UNION PAC CORP 0.0%
Value $463K Shares 1,907 Est. Cost $200.18 Unrealized +21.6%
LNG CHENIERE ENERGY INC 0.0%
Value $460K Shares 1,620 Est. Cost $226.39 Unrealized -7.3%
FCAL FIRST TR EXCH TRADED FD III 0.0%
Value $459K Shares 9,389 Est. Cost $48.25 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $454K Shares 6,272 Est. Cost $53.96 Unrealized +49.4%
PM PHILIP MORRIS INTL INC 0.0%
Value $453K Shares 2,739 Est. Cost $144.79 Unrealized +21.5%
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value $451K Shares 2,759 Est. Cost $106.68 Unrealized
SNDK SANDISK CORP 0.0%
Value $447K Shares 704 Est. Cost $516.50 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value $447K Shares 1,254 Est. Cost $240.03 Unrealized +41.2%
RKLB ROCKET LAB CORP 0.0%
Value $447K Shares 6,953 Est. Cost $24.48 Unrealized +223.9%
MGK VANGUARD WORLD FD 0.0%
Value $446K Shares 1,215 Est. Cost $227.47 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $441K Shares 3,515 Est. Cost $101.84 Unrealized
GCOR GOLDMAN SACHS ETF TR 0.0%
Value $439K Shares 10,618 Est. Cost $41.11 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $436K Shares 3,481 Est. Cost $88.39 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value $427K Shares 8,487 Est. Cost $50.71 Unrealized
BILS SPDR SERIES TRUST 0.0%
Value $424K Shares 4,259 Est. Cost $99.43 Unrealized
OEF ISHARES TR 0.0%
Value $423K Shares 1,329 Est. Cost $306.10 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $422K Shares 993 Est. Cost $591.03 Unrealized -10.9%
KKR KKR & CO INC 0.0%
Value $421K Shares 4,554 Est. Cost $134.26 Unrealized -14.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $420K Shares 2,668 Est. Cost $95.83 Unrealized +72.2%
ITA ISHARES TR 0.0%
Value $412K Shares 1,882 Est. Cost $211.69 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value $410K Shares 10,156 Est. Cost $56.92 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value $406K Shares 7,155 Est. Cost $56.68 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $403K Shares 6,003 Est. Cost $56.82 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $402K Shares 1,749 Est. Cost $167.92 Unrealized +34.6%
PYPL PAYPAL HLDGS INC 0.0%
Value $399K Shares 8,813 Est. Cost $90.95 Unrealized -44.9%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $396K Shares 1,666 Est. Cost $237.62 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $394K Shares 6,705 Est. Cost $42.50 Unrealized +43.8%
VRT VERTIV HOLDINGS CO 0.0%
Value $386K Shares 1,540 Est. Cost $178.24 Unrealized +12.1%
ETN EATON CORP PLC 0.0%
Value $385K Shares 1,075 Est. Cost $341.95 Unrealized +3.4%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value $383K Shares 6,872 Est. Cost $49.51 Unrealized
FSK FS KKR CAP CORP 0.0%
Value $378K Shares 37,105 Est. Cost $11.68 Unrealized +18.2%
CSM PROSHARES TR 0.0%
Value $374K Shares 5,001 Est. Cost $82.63 Unrealized
TLH ISHARES TR 0.0%
Value $373K Shares 3,701 Est. Cost $102.98 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $372K Shares 4,750 Est. Cost $75.25 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $372K Shares 3,053 Est. Cost $80.50 Unrealized
LIN LINDE PLC 0.0%
Value $371K Shares 749 Est. Cost $453.48 Unrealized +1.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value $371K Shares 3,949 Est. Cost $66.22 Unrealized +51.2%
IWV ISHARES TR 0.0%
Value $365K Shares 985 Est. Cost $252.86 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $363K Shares 2,105 Est. Cost $194.05 Unrealized -9.9%
AVY AVERY DENNISON CORP 0.0%
Value $363K Shares 2,101 Est. Cost $170.73 Unrealized +10.8%
DGRW WISDOMTREE TR 0.0%
Value $361K Shares 4,109 Est. Cost $86.46 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $360K Shares 19,990 Est. Cost $11.87 Unrealized +68.6%
EOG EOG RES INC 0.0%
Value $360K Shares 2,490 Est. Cost $120.41 Unrealized -6.9%
CLS CELESTICA INC 0.0%
Value $360K Shares 1,278 Est. Cost $301.11 Unrealized -0.1%
IEF ISHARES TR 0.0%
Value $360K Shares 3,772 Est. Cost $95.43 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value $356K Shares 6,858 Est. Cost $52.43 Unrealized
AGIX KRANESHARES TRUST 0.0%
Value $353K Shares 10,780 Est. Cost $36.30 Unrealized
NOBL PROSHARES TR 0.0%
Value $351K Shares 3,316 Est. Cost $91.52 Unrealized
PAYX PAYCHEX INC 0.0%
Value $348K Shares 3,779 Est. Cost $111.02 Unrealized -8.1%
MELI MERCADOLIBRE INC 0.0%
Value $348K Shares 201 Est. Cost $1913.26 Unrealized +8.0%
FLTR VANECK ETF TRUST 0.0%
Value $347K Shares 13,623 Est. Cost $25.36 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $346K Shares 5,309 Est. Cost $41.63 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $345K Shares 4,181 Est. Cost $82.44 Unrealized
EFG ISHARES TR 0.0%
Value $342K Shares 3,067 Est. Cost $111.38 Unrealized
DE DEERE & CO 0.0%
Value $341K Shares 606 Est. Cost $488.25 Unrealized +12.9%
SYK STRYKER CORPORATION 0.0%
Value $341K Shares 1,038 Est. Cost $274.86 Unrealized +32.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value $340K Shares 2,594 Est. Cost $109.31 Unrealized +10.6%
APH AMPHENOL CORP 0.0%
Value $339K Shares 2,686 Est. Cost $89.74 Unrealized +63.1%
VTIP VANGUARD MALVERN FDS 0.0%
Value $339K Shares 6,785 Est. Cost $49.93 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $335K Shares 2,404 Est. Cost $77.09 Unrealized +79.5%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $335K Shares 6,192 Est. Cost $43.27 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $334K Shares 3,255 Est. Cost $107.13 Unrealized +7.7%
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value $334K Shares 6,658 Est. Cost $49.97 Unrealized
F FORD MTR CO 0.0%
Value $334K Shares 28,912 Est. Cost $11.17 Unrealized +23.0%
EIS ISHARES INC 0.0%
Value $331K Shares 2,853 Est. Cost $78.41 Unrealized
SITM SITIME CORP 0.0%
Value $331K Shares 958 Est. Cost $212.76 Unrealized +77.5%
PH PARKER-HANNIFIN CORP 0.0%
Value $331K Shares 369 Est. Cost $657.93 Unrealized +45.6%
AFL AFLAC INC 0.0%
Value $331K Shares 3,013 Est. Cost $81.53 Unrealized +36.4%
COF CAPITAL ONE FINL CORP 0.0%
Value $330K Shares 1,807 Est. Cost $197.73 Unrealized +12.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $328K Shares 5,071 Est. Cost $67.77 Unrealized +11.8%
SHEL SHELL PLC 0.0%
Value $326K Shares 3,508 Est. Cost $76.27 Unrealized
TRP TC ENERGY CORP 0.0%
Value $325K Shares 5,196 Est. Cost $51.03 Unrealized +14.1%
IRM IRON MTN INC DEL 0.0%
Value $324K Shares 3,168 Est. Cost $72.40 Unrealized +15.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $321K Shares 5,295 Est. Cost $46.40 Unrealized +23.8%
USB US BANCORP 0.0%
Value $320K Shares 6,148 Est. Cost $48.31 Unrealized +17.2%
DVY ISHARES TR 0.0%
Value $315K Shares 2,083 Est. Cost $134.54 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $314K Shares 1,594 Est. Cost $190.39 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value $314K Shares 1,723 Est. Cost $120.10 Unrealized +22.5%
MUB ISHARES TR 0.0%
Value $313K Shares 2,953 Est. Cost $105.90 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $313K Shares 823 Est. Cost $274.69 Unrealized +49.4%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value $312K Shares 28,293 Est. Cost $13.39 Unrealized
CME CME GROUP INC 0.0%
Value $311K Shares 1,054 Est. Cost $289.33 Unrealized 0.0%
DHR DANAHER CORP DEL 0.0%
Value $310K Shares 1,637 Est. Cost $216.03 Unrealized +4.0%
ADSK AUTODESK INC 0.0%
Value $307K Shares 1,284 Est. Cost $284.55 Unrealized -10.8%
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value $305K Shares 6,618 Est. Cost $46.92 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $305K Shares 1,325 Est. Cost $155.61 Unrealized +45.6%
RACE FERRARI N V 0.0%
Value $302K Shares 893 Est. Cost $359.38 Unrealized -0.8%
VIS VANGUARD WORLD FD 0.0%
Value $299K Shares 959 Est. Cost $239.77 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $299K Shares 71 Est. Cost $3287.99 Unrealized +45.4%
WELL WELLTOWER INC 0.0%
Value $297K Shares 1,502 Est. Cost $186.54 Unrealized +0.2%
SPYD SPDR SERIES TRUST 0.0%
Value $296K Shares 6,505 Est. Cost $42.74 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $296K Shares 2,554 Est. Cost $107.78 Unrealized +2.0%
ANET ARISTA NETWORKS INC 0.0%
Value $296K Shares 2,408 Est. Cost $107.80 Unrealized +25.3%
H HYATT HOTELS CORP 0.0%
Value $295K Shares 2,048 Est. Cost $90.70 Unrealized +81.4%
MCK MCKESSON CORP 0.0%
Value $294K Shares 341 Est. Cost $708.03 Unrealized +23.6%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value $293K Shares 23,789 Est. Cost $12.33 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $293K Shares 3,380 Est. Cost $93.95 Unrealized +5.9%
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value $291K Shares 1,330 Est. Cost $109.80 Unrealized
NUVEEN CA DIVI ADV MUN 0.0%
Value $290K Shares 24,921 Est. Cost $11.65 Unrealized
TGT TARGET CORP 0.0%
Value $289K Shares 2,387 Est. Cost $92.58 Unrealized +17.9%
RYLD GLOBAL X FDS 0.0%
Value $289K Shares 19,342 Est. Cost $16.19 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $289K Shares 375 Est. Cost $682.05 Unrealized +12.8%
NUVEEN MUN CR INCOME FD 0.0%
Value $286K Shares 23,486 Est. Cost $12.57 Unrealized
CCL CARNIVAL CORP 0.0%
Value $286K Shares 11,037 Est. Cost $23.68 Unrealized +31.0%
TTE TOTALENERGIES SE 0.0%
Value $285K Shares 3,136 Est. Cost $71.53 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $285K Shares 656 Est. Cost $291.04 Unrealized +42.9%
SLVP ISHARES INC 0.0%
Value $284K Shares 8,020 Est. Cost $35.46 Unrealized
INTU INTUIT 0.0%
Value $284K Shares 656 Est. Cost $488.52 Unrealized +1.9%
FSS FEDERAL SIGNAL CORP 0.0%
Value $281K Shares 2,603 Est. Cost $88.81 Unrealized +29.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $279K Shares 1,371 Est. Cost $231.07 Unrealized +4.2%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value $277K Shares 3,870 Est. Cost $44.48 Unrealized
APP APPLOVIN CORP 0.0%
Value $276K Shares 693 Est. Cost $503.72 Unrealized +0.7%
SPMB SPDR SERIES TRUST 0.0%
Value $274K Shares 12,257 Est. Cost $22.07 Unrealized
USMC PRINCIPAL EXCHANGE TRADED FD 0.0%
Value $273K Shares 4,249 Est. Cost $68.17 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value $272K Shares 10,627 Est. Cost $25.75 Unrealized
POOL POOL CORP 0.0%
Value $271K Shares 1,336 Est. Cost $314.74 Unrealized -20.0%
CANC TEMA ETF TRUST 0.0%
Value $271K Shares 7,382 Est. Cost $36.70 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $269K Shares 2,449 Est. Cost $109.69 Unrealized
PULS PGIM ETF TR 0.0%
Value $266K Shares 5,374 Est. Cost $49.78 Unrealized
ASML ASML HLDG NV 0.0%
Value $264K Shares 200 Est. Cost $697.51 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $264K Shares 950 Est. Cost $249.72 Unrealized +21.5%
CI THE CIGNA GROUP 0.0%
Value $263K Shares 985 Est. Cost $280.65 Unrealized +0.0%
LCTU BLACKROCK ETF TRUST 0.0%
Value $262K Shares 3,738 Est. Cost $67.71 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $261K Shares 4,166 Est. Cost $61.88 Unrealized
URI UNITED RENTALS INC 0.0%
Value $260K Shares 357 Est. Cost $691.51 Unrealized +27.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $259K Shares 1,244 Est. Cost $194.87 Unrealized +15.4%
ECL ECOLAB INC 0.0%
Value $258K Shares 970 Est. Cost $250.46 Unrealized +14.3%
LPLA LPL FINL HLDGS INC 0.0%
Value $257K Shares 853 Est. Cost $301.70 Unrealized +18.3%
RIOT RIOT PLATFORMS INC 0.0%
Value $256K Shares 20,750 Est. Cost $8.50 Unrealized +86.7%
SNDK SANDISK CORP 0.0%
Value $254K Shares 400 Est. Cost $516.50 Unrealized 0.0%
WPC WP CAREY INC 0.0%
Value $252K Shares 3,713 Est. Cost $64.13 Unrealized
PSC PRINCIPAL EXCHANGE TRADED FD 0.0%
Value $252K Shares 4,399 Est. Cost $48.56 Unrealized
ONDS ONDAS INC 0.0%
Value $250K Shares 27,697 Est. Cost $7.48 Unrealized +51.6%
DKNG DRAFTKINGS INC NEW 0.0%
Value $250K Shares 11,544 Est. Cost $25.47 Unrealized +13.6%
OIH VANECK ETF TRUST 0.0%
Value $250K Shares 618 Est. Cost $403.73 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $247K Shares 509 Est. Cost $562.34 Unrealized -11.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $246K Shares 808 Est. Cost $276.48 Unrealized +10.3%
XEL XCEL ENERGY INC 0.0%
Value $246K Shares 3,091 Est. Cost $72.52 Unrealized +6.4%
ITOT ISHARES TR 0.0%
Value $244K Shares 1,714 Est. Cost $127.64 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $243K Shares 4,071 Est. Cost $59.64 Unrealized
FXU FIRST TR EXCHANGE-TRADED FD 0.0%
Value $243K Shares 4,896 Est. Cost $49.59 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $242K Shares 1,849 Est. Cost $110.30 Unrealized +34.6%
ET ENERGY TRANSFER L P 0.0%
Value $242K Shares 12,529 Est. Cost $7.05 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $239K Shares 6,508 Est. Cost $61.14 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $238K Shares 691 Est. Cost $343.14 Unrealized 0.0%
UL UNILEVER PLC 0.0%
Value $234K Shares 4,106 Est. Cost $56.97 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $233K Shares 2,632 Est. Cost $92.96 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $233K Shares 3,280 Est. Cost $59.61 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $232K Shares 1,522 Est. Cost $138.40 Unrealized +7.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $228K Shares 8,307 Est. Cost $23.90 Unrealized +18.2%
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value $226K Shares 3,530 Est. Cost $62.58 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $225K Shares 3,093 Est. Cost $66.35 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value $224K Shares 1,445 Est. Cost $144.52 Unrealized +8.9%
IWX ISHARES TR 0.0%
Value $224K Shares 2,415 Est. Cost $84.19 Unrealized
XT ISHARES TR 0.0%
Value $222K Shares 3,252 Est. Cost $65.38 Unrealized
IGF ISHARES TR 0.0%
Value $221K Shares 3,305 Est. Cost $67.00 Unrealized
SUSA ISHARES TR 0.0%
Value $221K Shares 1,671 Est. Cost $126.73 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $220K Shares 322 Est. Cost $578.81 Unrealized +16.4%
SO SOUTHERN CO 0.0%
Value $218K Shares 2,262 Est. Cost $89.54 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value $218K Shares 1,210 Est. Cost $155.03 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value $217K Shares 1,028 Est. Cost $188.69 Unrealized +14.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $217K Shares 5,736 Est. Cost $37.84 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $216K Shares 662 Est. Cost $330.79 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value $216K Shares 874 Est. Cost $190.06 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value $215K Shares 1,426 Est. Cost $172.02 Unrealized +13.1%
NDAQ NASDAQ INC 0.0%
Value $212K Shares 2,500 Est. Cost $79.60 Unrealized +15.3%
KGRN KRANESHARES TRUST 0.0%
Value $212K Shares 7,399 Est. Cost $28.61 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value $211K Shares 4,351 Est. Cost $46.59 Unrealized
AZO AUTOZONE INC 0.0%
Value $209K Shares 62 Est. Cost $2470.86 Unrealized +46.7%
MDYV SPDR SERIES TRUST 0.0%
Value $209K Shares 2,452 Est. Cost $68.57 Unrealized
SYM SYMBOTIC INC 0.0%
Value $207K Shares 3,895 Est. Cost $65.97 Unrealized -8.0%
DAL DELTA AIR LINES INC 0.0%
Value $207K Shares 3,114 Est. Cost $63.05 Unrealized +10.8%
DECK DECKERS OUTDOOR CORP 0.0%
Value $206K Shares 2,063 Est. Cost $110.64 Unrealized -1.0%
IEI ISHARES TR 0.0%
Value $206K Shares 1,734 Est. Cost $119.14 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $205K Shares 3,757 Est. Cost $57.51 Unrealized
XHB SPDR SERIES TRUST 0.0%
Value $205K Shares 2,073 Est. Cost $76.16 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $204K Shares 2,842 Est. Cost $68.38 Unrealized +14.0%
CB CHUBB LTD SWITZ 0.0%
Value $203K Shares 624 Est. Cost $316.22 Unrealized 0.0%
SPHY SPDR SERIES TRUST 0.0%
Value $203K Shares 8,714 Est. Cost $23.80 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $202K Shares 3,995 Est. Cost $47.09 Unrealized 0.0%
QVMT INVESCO EXCH TRADED FD TR II 0.0%
Value $202K Shares 3,391 Est. Cost $59.45 Unrealized
SUSC ISHARES TR 0.0%
Value $201K Shares 8,707 Est. Cost $23.14 Unrealized
CALF PACER FDS TR 0.0%
Value $201K Shares 4,474 Est. Cost $44.86 Unrealized
FAST FASTENAL CO 0.0%
Value $200K Shares 4,318 Est. Cost $44.27 Unrealized 0.0%
S SENTINELONE INC 0.0%
Value $191K Shares 14,819 Est. Cost $22.06 Unrealized -36.7%
PIMCO DYNAMIC INCOME FD 0.0%
Value $175K Shares 10,236 Est. Cost $17.11 Unrealized
MSIF MSC INCOME FUND INC 0.0%
Value $157K Shares 12,928 Est. Cost $13.06 Unrealized 0.0%
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value $155K Shares 12,500 Est. Cost $7.93 Unrealized +70.3%
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value $148K Shares 52,888 Est. Cost $4.14 Unrealized +3.3%
SITM SITIME CORP 0.0%
Value $138K Shares 400 Est. Cost $212.76 Unrealized +77.5%
FS SPECIALTY LENDING FD 0.0%
Value $127K Shares 10,140 Est. Cost $12.51 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $125K Shares 500 Est. Cost $178.24 Unrealized +12.1%
RIVERNORTH DOUBLELINE STRATE 0.0%
Value $123K Shares 16,097 Est. Cost $8.58 Unrealized
FTCA PUTNAM ETF TRUST 0.0%
Value $115K Shares 15,827 Est. Cost $7.32 Unrealized
IMMR IMMERSION CORP 0.0%
Value $114K Shares 20,953 Est. Cost $7.33 Unrealized -12.0%
TSLA TESLA INC 0.0%
Value $112K Shares 300 Est. Cost $322.25 Unrealized +32.2%
RITM RITHM CAPITAL CORP 0.0%
Value $111K Shares 11,753 Est. Cost $10.91 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $107K Shares 500 Est. Cost $86.98 Unrealized +159.8%
INVESCO MUNICIPAL TRUST 0.0%
Value $106K Shares 11,161 Est. Cost $9.65 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $47,640 Shares 3,000 Est. Cost $8.76 Unrealized +165.9%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $40,727 Shares 100 Est. Cost $312.44 Unrealized +20.5%
OCGN OCUGEN INC 0.0%
Value $27,150 Shares 15,000 Est. Cost $1.56 Unrealized +0.1%
MSTR STRATEGY INC 0.0%
Value $24,960 Shares 200 Est. Cost $189.64 Unrealized -22.6%
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value $17,144 Shares 10,990 Est. Cost $0.65 Unrealized +108.0%
COP CONOCOPHILLIPS 0.0%
Value $13,200 Shares 100 Est. Cost $72.46 Unrealized +41.7%
DEFT DEFI TECHNOLOGIES INC 0.0%
Value $5,525 Shares 10,000 Est. Cost $2.59 Unrealized -67.5%
ZOOZ ZOOZ STRATEGY LTD 0.0%
Value $4,365 Shares 14,500 Est. Cost $1.59 Unrealized -72.0%
T AT&T INC 0.0%
Value $2,899 Shares 100 Est. Cost $17.46 Unrealized +47.5%
ITA ISHARES TR 0.0%
Value $219 Shares 100 Est. Cost $211.69 Unrealized