American Capital Advisory, LLC Diversified Active

CIK: 0002018007 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 30, 2026

Total Value ($000): $230,843 (99.7% shares, 0.3% debt)

Holdings (1,079)

New Positions (147)

AHH ARMADA HOFFLER PPTYS INC 0.4%
Value ($000) $966 Shares 145,952 Est. Cost $6.62 Unrealized
ASTS AST SPACEMOBILE INC 0.3%
Value ($000) $726 Shares 10,000 Est. Cost $25.58 Unrealized +179.0%
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $246 Shares 18,160 Est. Cost $13.54 Unrealized 0.0%
FSK FS KKR CAP CORP 0.1%
Value ($000) $169 Shares 11,400 Est. Cost $14.70 Unrealized 0.0%
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value ($000) $164 Shares 6,241 Est. Cost $26.09 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $164 Shares 8,123 Est. Cost $19.79 Unrealized 0.0%
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value ($000) $157 Shares 12,621 Est. Cost $12.35 Unrealized 0.0%
OCSL OAKTREE SPECIALTY LENDING CO 0.1%
Value ($000) $135 Shares 10,581 Est. Cost $13.36 Unrealized 0.0%
RMCF ROCKY MTN CHOCOLATE FACTORY 0.1%
Value ($000) $134 Shares 70,759 Est. Cost $1.66 Unrealized 0.0%
FIG FIGMA INC 0.0%
Value ($000) $81 Shares 2,165 Est. Cost $45.19 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $33 Shares 100 Est. Cost $406.14 Unrealized -17.0%
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value ($000) $19 Shares 813 Est. Cost $23.86 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $19 Shares 286 Est. Cost $65.40 Unrealized
JRVR JAMES RIV GROUP HOLDINGS INC 0.0%
Value ($000) $17 Shares 2,600 Est. Cost $6.36 Unrealized
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $10 Shares 1,068 Est. Cost $8.48 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $10 Shares 202 Est. Cost $47.08 Unrealized 0.0%
XXI TWENTY ONE CAP INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $15.87 Unrealized 0.0%
SHLD GLOBAL X FDS 0.0%
Value ($000) $6 Shares 100 Est. Cost $64.79 Unrealized
ANDG ANDERSEN GROUP INC 0.0%
Value ($000) $6 Shares 237 Est. Cost $25.14 Unrealized 0.0%
KW KENNEDY-WILSON HOLDINGS INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $8.96 Unrealized 0.0%
URA GLOBAL X FDS 0.0%
Value ($000) $6 Shares 135 Est. Cost $42.73 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $2 Shares 10 Est. Cost $214.70 Unrealized
TTE TOTALENERGIES SE 0.0%
Value ($000) $2 Shares 30 Est. Cost $63.23 Unrealized 0.0%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $84.91 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1310.75 Unrealized 0.0%
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.34 Unrealized 0.0%
HLIT HARMONIC INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.07 Unrealized 0.0%
MICC MAGNUM ICE CREAM CO NV 0.0%
Value ($000) $1 Shares 61 Est. Cost $15.68 Unrealized 0.0%
MDB MONGODB INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $363.83 Unrealized 0.0%
CAVA CAVA GROUP INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $55.77 Unrealized 0.0%
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $192.14 Unrealized 0.0%
INVH INVITATION HOMES INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $27.64 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $681.02 Unrealized 0.0%
UDR UDR INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $35.52 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $181.15 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.78 Unrealized 0.0%
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $61.00 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $290.32 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $620.52 Unrealized 0.0%
RKT ROCKET COS INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $17.88 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $182.81 Unrealized 0.0%
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.79 Unrealized 0.0%
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $28.45 Unrealized 0.0%
PCLG FUNDVANTAGE TR 0.0%
Value ($000) $0 Shares 20 Est. Cost $24.75 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $473.82 Unrealized 0.0%
LII LENNOX INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $499.61 Unrealized 0.0%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $94.91 Unrealized 0.0%
SNDK SANDISK CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $200.29 Unrealized 0.0%
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $38.25 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $103.46 Unrealized 0.0%
PSO PEARSON PLC 0.0%
Value ($000) $0 Shares 32 Est. Cost $14.06 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.99 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $110.64 Unrealized 0.0%
MORN MORNINGSTAR INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $216.57 Unrealized 0.0%
IOT SAMSARA INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $38.70 Unrealized 0.0%
EXP EAGLE MATLS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $220.50 Unrealized 0.0%
MUSA MURPHY USA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $383.35 Unrealized 0.0%
ATR APTARGROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.95 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $353.69 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.07 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $357.07 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.72 Unrealized 0.0%
TREX TREX CO INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $40.45 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $143.30 Unrealized 0.0%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.70 Unrealized 0.0%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $92.83 Unrealized 0.0%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $271.28 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $312.66 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.00 Unrealized 0.0%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.56 Unrealized 0.0%
NWS NEWS CORP NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.81 Unrealized 0.0%
VRNS VARONIS SYS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $41.98 Unrealized 0.0%
FFIV F5 INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.03 Unrealized 0.0%
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.64 Unrealized 0.0%
LINE LINEAGE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.00 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.20 Unrealized
POOL POOL CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $259.46 Unrealized 0.0%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.35 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.61 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.88 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $217.13 Unrealized 0.0%
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.76 Unrealized 0.0%
ALAB ASTERA LABS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $167.29 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.04 Unrealized 0.0%
FNB F N B CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $16.27 Unrealized 0.0%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $65.64 Unrealized 0.0%
KRMN KARMAN HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.41 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.78 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.76 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $143.19 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $46.61 Unrealized 0.0%
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.82 Unrealized 0.0%
CADE CADENCE BANK 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.41 Unrealized 0.0%
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $70.65 Unrealized 0.0%
PRIM PRIMORIS SVCS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.57 Unrealized 0.0%
ACI ALBERTSONS COS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $17.64 Unrealized 0.0%
IAC IAC INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.02 Unrealized 0.0%
BDC BELDEN INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.62 Unrealized 0.0%
CARG CARGURUS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.04 Unrealized 0.0%
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.42 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $22.40 Unrealized
TBLA TABOOLA.COM LTD 0.0%
Value ($000) $0 Shares 24 Est. Cost $3.76 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $112.78 Unrealized 0.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.46 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.01 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $0 Shares 1 Est. Cost $87.50 Unrealized 0.0%
SBLK STAR BULK CARRIERS CORP. 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.67 Unrealized 0.0%
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.75 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.18 Unrealized 0.0%
VG VENTURE GLOBAL INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $8.31 Unrealized 0.0%
BWA BORGWARNER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.69 Unrealized 0.0%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $90.00 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.57 Unrealized 0.0%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $0 Shares 3 Est. Cost $28.08 Unrealized 0.0%
HTBK HERITAGE COMM CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $10.85 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $10.30 Unrealized 0.0%
FLR FLUOR CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.24 Unrealized 0.0%
AAON AAON INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.29 Unrealized 0.0%
APTV APTIV PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.28 Unrealized 0.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $20.00 Unrealized 0.0%
SD SANDRIDGE ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.23 Unrealized 0.0%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.22 Unrealized 0.0%
ZD ZIFF DAVIS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.86 Unrealized 0.0%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $62.08 Unrealized 0.0%
SKYH SKY HARBOUR GROUP CORPORATIO 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.55 Unrealized 0.0%
PSN PARSONS CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.26 Unrealized 0.0%
THFF FIRST FINANCIAL CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.07 Unrealized 0.0%
SSTK SHUTTERSTOCK INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $21.37 Unrealized 0.0%
TK TEEKAY CORPORATION LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost $9.20 Unrealized 0.0%
KFS KINGSWAY FINL SVCS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $13.71 Unrealized 0.0%
EVER EVERQUOTE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.24 Unrealized 0.0%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.23 Unrealized 0.0%
ANGI ANGI INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.88 Unrealized 0.0%
MAX MEDIAALPHA INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.21 Unrealized 0.0%
YEXT YEXT INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $8.42 Unrealized 0.0%
HVT HAVERTY FURNITURE COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $22.51 Unrealized 0.0%
RUM RUMBLE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $6.86 Unrealized 0.0%
PLYM PLYMOUTH INDL REIT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $22.00 Unrealized
AVNW AVIAT NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $22.31 Unrealized 0.0%
TRST TRUSTCO BK CORP N Y 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.62 Unrealized 0.0%
GRND GRINDR INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.59 Unrealized 0.0%
EZPW EZCORP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.85 Unrealized 0.0%
MOFG MIDWESTONE FINL GROUP INC NE 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.46 Unrealized 0.0%
SMBK SMARTFINANCIAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.20 Unrealized 0.0%
GME/WS GAMESTOP CORP NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.08 Unrealized
ORRF ORRSTOWN FINL SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.54 Unrealized 0.0%
OABI OMNIAB INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $1.74 Unrealized 0.0%

Increased Positions (381)

GTO INVESCO ACTIVELY MANAGED EXC 5.6%
Value ($000) $12,812 (+38.7%) Shares 270,187 (+38.9%) Est. Cost $47.53 Unrealized
DFUS DIMENSIONAL ETF TRUST 7.6%
Value ($000) $17,449 (+11.1%) Shares 235,262 (+8.5%) Est. Cost $59.82 Unrealized
DFAI DIMENSIONAL ETF TRUST 4.7%
Value ($000) $10,851 (+11.7%) Shares 284,729 (+6.5%) Est. Cost $29.99 Unrealized
DFEM DIMENSIONAL ETF TRUST 1.5%
Value ($000) $3,563 (+38.7%) Shares 107,694 (+34.5%) Est. Cost $27.58 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $3,035 (+38.2%) Shares 4,451 (+35.0%) Est. Cost $526.27 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.6%
Value ($000) $3,580 (+25.5%) Shares 109,924 (+21.5%) Est. Cost $26.36 Unrealized
EQX EQUINOX GOLD CORP 0.6%
Value ($000) $1,401 (+107.9%) Shares 99,795 (+66.1%) Est. Cost $9.75 Unrealized +29.5%
AMZN AMAZON COM INC 1.0%
Value ($000) $2,373 (+33.7%) Shares 10,280 (+27.2%) Est. Cost $188.32 Unrealized +21.5%
CNM CORE & MAIN INC 0.2%
Value ($000) $567 (+1050079.6%) Shares 10,912 (+1091100.0%) Est. Cost $51.29 Unrealized -0.0%
PAAS PAN AMERN SILVER CORP 0.7%
Value ($000) $1,594 (+35.9%) Shares 30,764 (+1.6%) Est. Cost $21.40 Unrealized +95.6%
DUSB DIMENSIONAL ETF TRUST 7.7%
Value ($000) $17,750 (+2.0%) Shares 350,439 (+2.3%) Est. Cost $50.75 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $1,301 (-21.1%) Shares 13,881 (+909.5%) Est. Cost $103.71 Unrealized +4.0%
CRM SALESFORCE INC 0.2%
Value ($000) $570 (+63.2%) Shares 2,153 (+46.0%) Est. Cost $260.31 Unrealized -4.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $539 (+61.9%) Shares 1,072 (+61.9%) Est. Cost $413.02 Unrealized +20.5%
VEU VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,009 (+8.8%) Shares 27,310 (+5.6%) Est. Cost $58.16 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $537 (+42.6%) Shares 500 (+1.2%) Est. Cost $721.76 Unrealized +32.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $102 (+10120.9%) Shares 1,008 (+12500.0%) Est. Cost $108.57 Unrealized -0.2%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $258 (+39.0%) Shares 5,662 (+39.0%) Est. Cost $41.69 Unrealized
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $46 (+5842.0%) Shares 4,700 (+4600.0%) Est. Cost $7.95 Unrealized +1.0%
SFD SMITHFIELD FOODS INC 0.1%
Value ($000) $154 (+31.2%) Shares 6,900 (+38.0%) Est. Cost $20.18 Unrealized +8.4%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $765 (-3.8%) Shares 887 (+3.3%) Est. Cost $602.26 Unrealized +50.4%
AVGO BROADCOM INC 0.2%
Value ($000) $452 (+7.0%) Shares 1,306 (+2.0%) Est. Cost $164.42 Unrealized +117.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $257 (+12.9%) Shares 1,241 (+1.1%) Est. Cost $148.82 Unrealized +32.4%
TSLA TESLA INC 0.3%
Value ($000) $612 (+5.0%) Shares 1,361 (+3.8%) Est. Cost $224.91 Unrealized +97.1%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $34 (+451.6%) Shares 1,297 (+456.7%) Est. Cost $24.36 Unrealized +14.4%
DGS WISDOMTREE TR 0.4%
Value ($000) $877 (+2.7%) Shares 15,314 (+2.5%) Est. Cost $50.30 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $2,228 (+1.0%) Shares 11,947 (+1.0%) Est. Cost $116.63 Unrealized +59.6%
QQQE DIREXION SHS ETF TR 0.1%
Value ($000) $153 (+16.3%) Shares 1,496 (+15.5%) Est. Cost $96.00 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $189 (+12.5%) Shares 5,789 (+7.8%) Est. Cost $26.05 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $308 (+6.2%) Shares 5,348 (+21.7%) Est. Cost $41.92 Unrealized +41.6%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $19 (+739.2%) Shares 170 (+962.5%) Est. Cost $123.38 Unrealized +5.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $57 (+39.0%) Shares 101 (+9.8%) Est. Cost $420.55 Unrealized +26.6%
USMV ISHARES TR 0.0%
Value ($000) $106 (+17.5%) Shares 1,127 (+18.8%) Est. Cost $90.77 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $15 (+8177.0%) Shares 1,036 (+9318.2%) Est. Cost $15.71 Unrealized -0.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $259 (+5.7%) Shares 422 (+3.4%) Est. Cost $542.03 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $139 (+11.1%) Shares 3,769 (+1.0%) Est. Cost $35.43 Unrealized +6.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $45 (+39.0%) Shares 209 (+5.0%) Est. Cost $132.15 Unrealized +70.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $32 (+60.4%) Shares 2,400 (+40.8%) Est. Cost $11.59 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $44 (+33.4%) Shares 216 (+1.9%) Est. Cost $153.90 Unrealized +22.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $142 (-5.5%) Shares 992 (+1.3%) Est. Cost $148.95 Unrealized -1.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $57 (+15.7%) Shares 65 (+4.8%) Est. Cost $598.36 Unrealized +35.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $50 (+18.4%) Shares 168 (+12.8%) Est. Cost $189.45 Unrealized +57.7%
LUNR INTUITIVE MACHINES INC 0.0%
Value ($000) $18 (+69.7%) Shares 1,100 (+10.0%) Est. Cost $5.57 Unrealized +107.8%
NOW SERVICENOW INC 0.0%
Value ($000) $42 (-14.6%) Shares 277 (+413.0%) Est. Cost $167.45 Unrealized +2.4%
HD HOME DEPOT INC 0.0%
Value ($000) $43 (-13.7%) Shares 126 (+1.6%) Est. Cost $327.87 Unrealized +11.2%
KEY KEYCORP 0.0%
Value ($000) $39 (+21.4%) Shares 1,889 (+10.0%) Est. Cost $15.19 Unrealized +21.7%
HAS HASBRO INC 0.0%
Value ($000) $59 (+12.6%) Shares 720 (+4.2%) Est. Cost $47.52 Unrealized +64.2%
KO COCA COLA CO 0.0%
Value ($000) $84 (+8.6%) Shares 1,199 (+3.0%) Est. Cost $61.51 Unrealized +12.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $186 (-3.4%) Shares 563 (+1.1%) Est. Cost $406.14 Unrealized -17.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $44 (+17.3%) Shares 119 (+5.3%) Est. Cost $182.10 Unrealized +96.0%
V VISA INC 0.0%
Value ($000) $102 (+6.8%) Shares 290 (+3.9%) Est. Cost $274.83 Unrealized +23.9%
DOV DOVER CORP 0.0%
Value ($000) $28 (+26.0%) Shares 141 (+7.6%) Est. Cost $149.54 Unrealized +21.6%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $35 (+19.1%) Shares 924 (+8.8%) Est. Cost $36.25 Unrealized +3.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $30 (+23.0%) Shares 96 (+3.2%) Est. Cost $205.41 Unrealized +38.9%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $9 (+160.0%) Shares 125 (+78.6%) Est. Cost $42.27 Unrealized +35.6%
MSTR STRATEGY INC 0.0%
Value ($000) $5 (-51.2%) Shares 30 (+3.4%) Est. Cost $309.87 Unrealized -25.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $20 (+26.7%) Shares 35 (+6.1%) Est. Cost $471.02 Unrealized +20.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $62 (+7.3%) Shares 732 (+7.8%) Est. Cost $91.62 Unrealized -8.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $5 (+313.3%) Shares 39 (+290.0%) Est. Cost $135.17 Unrealized +6.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $33 (+13.3%) Shares 255 (+1.6%) Est. Cost $105.20 Unrealized +17.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $19 (+23.2%) Shares 154 (+38.7%) Est. Cost $120.49 Unrealized +16.8%
MS MORGAN STANLEY 0.0%
Value ($000) $17 (+25.8%) Shares 98 (+12.6%) Est. Cost $128.71 Unrealized +29.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $23 (+17.8%) Shares 94 (+3.3%) Est. Cost $186.23 Unrealized +19.3%
NUE NUCOR CORP 0.0%
Value ($000) $18 (+23.8%) Shares 109 (+2.8%) Est. Cost $152.47 Unrealized -1.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $17 (+26.1%) Shares 111 (+3.7%) Est. Cost $115.26 Unrealized +17.7%
F FORD MTR CO 0.0%
Value ($000) $26 (+14.8%) Shares 1,966 (+4.6%) Est. Cost $9.85 Unrealized +30.3%
TGT TARGET CORP 0.0%
Value ($000) $33 (+11.0%) Shares 337 (+1.8%) Est. Cost $139.68 Unrealized -34.4%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $49 (+7.0%) Shares 438 (+1.4%) Est. Cost $71.25 Unrealized +47.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $48 (+7.0%) Shares 1,030 (+1.9%) Est. Cost $34.48 Unrealized +26.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $62 (-4.8%) Shares 1,531 (+2.7%) Est. Cost $38.92 Unrealized +4.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $4 (+422.6%) Shares 18 (+350.0%) Est. Cost $178.20 Unrealized +4.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $62 (+4.9%) Shares 361 (+2.0%) Est. Cost $120.98 Unrealized +41.2%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $28 (-9.0%) Shares 183 (+1.7%) Est. Cost $137.43 Unrealized +18.7%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $8 (+54.7%) Shares 46 (+21.1%) Est. Cost $93.32 Unrealized +66.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $23 (+13.7%) Shares 190 (+4.4%) Est. Cost $56.65 Unrealized +102.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $6 (+74.3%) Shares 25 (+38.9%) Est. Cost $180.42 Unrealized +32.7%
GE GE AEROSPACE 0.0%
Value ($000) $27 (+11.4%) Shares 87 (+8.8%) Est. Cost $203.40 Unrealized +47.9%
MCK MCKESSON CORP 0.0%
Value ($000) $30 (+9.1%) Shares 37 (+2.8%) Est. Cost $623.60 Unrealized +30.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $69 (+3.7%) Shares 602 (+4.3%) Est. Cost $91.68 Unrealized +19.5%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $143 (-1.6%) Shares 8,695 (+2.4%) Est. Cost $13.86 Unrealized
NKE NIKE INC 0.0%
Value ($000) $101 (-2.3%) Shares 1,588 (+6.9%) Est. Cost $100.21 Unrealized -35.2%
FDX FEDEX CORP 0.0%
Value ($000) $9 (+35.6%) Shares 31 (+10.7%) Est. Cost $269.79 Unrealized -3.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $22 (+11.3%) Shares 259 (+1.6%) Est. Cost $87.59 Unrealized -6.3%
IDEF BLACKROCK ETF TRUST 0.0%
Value ($000) $4 (+102.6%) Shares 142 (+108.8%) Est. Cost $29.62 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $44 (+5.3%) Shares 150 (+1.4%) Est. Cost $171.74 Unrealized +63.4%
C CITIGROUP INC 0.0%
Value ($000) $6 (+50.3%) Shares 55 (+31.0%) Est. Cost $78.87 Unrealized +31.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $136 (-1.5%) Shares 766 (+1.1%) Est. Cost $75.26 Unrealized +140.5%
GEV GE VERNOVA INC 0.0%
Value ($000) $14 (+17.5%) Shares 21 (+10.5%) Est. Cost $433.43 Unrealized +40.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 (+39.4%) Shares 141 (+7.6%) Est. Cost $36.97 Unrealized +17.1%
BRSL BRIGHTSTAR LOTTERY PLC 0.0%
Value ($000) $42 (-4.1%) Shares 2,731 (+6.8%) Est. Cost $14.08 Unrealized +14.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 (+71.8%) Shares 8 (+60.0%) Est. Cost $505.84 Unrealized -2.3%
L LOEWS CORP 0.0%
Value ($000) $4 (+83.6%) Shares 35 (+75.0%) Est. Cost $97.42 Unrealized +6.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $46 (-3.4%) Shares 282 (+1.1%) Est. Cost $152.45 Unrealized +10.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 (-43.9%) Shares 50 (+8.7%) Est. Cost $32.24 Unrealized +16.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $9 (+20.0%) Shares 114 (+12.9%) Est. Cost $59.20 Unrealized +39.4%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $2 (+5588.9%) Shares 400 (+7900.0%) Est. Cost $4.59 Unrealized -0.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $3 (+120.7%) Shares 10 (+100.0%) Est. Cost $231.76 Unrealized +8.1%
ACWI ISHARES TR 0.0%
Value ($000) $4 (+53.5%) Shares 30 (+50.0%) Est. Cost $114.28 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $12 (+14.5%) Shares 85 (+2.4%) Est. Cost $136.11 Unrealized -8.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $40 (+3.7%) Shares 132 (+3.1%) Est. Cost $288.01 Unrealized +5.9%
WELL WELLTOWER INC 0.0%
Value ($000) $3 (+70.5%) Shares 18 (+63.6%) Est. Cost $159.33 Unrealized +17.0%
ADBE ADOBE INC 0.0%
Value ($000) $4 (+48.8%) Shares 12 (+50.0%) Est. Cost $383.14 Unrealized -11.2%
NEM NEWMONT CORP 0.0%
Value ($000) $3 (+67.7%) Shares 34 (+41.7%) Est. Cost $61.52 Unrealized +46.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $4 (+53.1%) Shares 41 (+51.9%) Est. Cost $90.25 Unrealized +7.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $5 (+42.3%) Shares 17 (+30.8%) Est. Cost $291.39 Unrealized -12.8%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $3 (+70.4%) Shares 19 (+18.8%) Est. Cost $63.89 Unrealized +137.2%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $19 (-6.7%) Shares 543 (+1.3%) Est. Cost $36.30 Unrealized -9.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 (-24.7%) Shares 28 (+47.4%) Est. Cost $176.91 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $12 (-10.0%) Shares 37 (+5.7%) Est. Cost $312.05 Unrealized +13.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $60 (-2.1%) Shares 128 (+2.4%) Est. Cost $339.75 Unrealized +49.9%
CTAS CINTAS CORP 0.0%
Value ($000) $2 (+205.4%) Shares 10 (+233.3%) Est. Cost $191.73 Unrealized -1.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $2 (+462.2%) Shares 11 (+450.0%) Est. Cost $144.12 Unrealized -5.0%
INTU INTUIT 0.0%
Value ($000) $4 (+45.5%) Shares 6 (+50.0%) Est. Cost $639.08 Unrealized +3.4%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $10 (+13.9%) Shares 26 (+23.8%) Est. Cost $442.99 Unrealized -8.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $3 (+62.0%) Shares 7 (+40.0%) Est. Cost $454.53 Unrealized -5.2%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $3 (+61.0%) Shares 9 (+50.0%) Est. Cost $296.96 Unrealized +22.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 (+105.9%) Shares 3 (+50.0%) Est. Cost $639.74 Unrealized +6.1%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $4 (+40.9%) Shares 14 (+27.3%) Est. Cost $245.09 Unrealized +11.1%
BA BOEING CO 0.0%
Value ($000) $48 (+2.5%) Shares 220 (+1.9%) Est. Cost $209.19 Unrealized -1.7%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1 (+757.7%) Shares 7 (+600.0%) Est. Cost $167.63 Unrealized -0.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $10 (-10.2%) Shares 165 (+3.1%) Est. Cost $58.52 Unrealized +10.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $65 (-1.6%) Shares 2,158 (+3.5%) Est. Cost $39.50 Unrealized -27.8%
MAT MATTEL INC 0.0%
Value ($000) $1 (+409.9%) Shares 65 (+333.3%) Est. Cost $18.97 Unrealized +1.8%
EQIX EQUINIX INC 0.0%
Value ($000) $25 (+4.1%) Shares 33 (+6.5%) Est. Cost $738.46 Unrealized +5.8%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $2 (+87.5%) Shares 28 (+64.7%) Est. Cost $63.43 Unrealized +13.0%
WDAY WORKDAY INC 0.0%
Value ($000) $2 (+137.8%) Shares 8 (+166.7%) Est. Cost $233.35 Unrealized -2.6%
GM GENERAL MTRS CO 0.0%
Value ($000) $3 (+58.0%) Shares 32 (+18.5%) Est. Cost $47.05 Unrealized +49.6%
DE DEERE & CO 0.0%
Value ($000) $2 (+69.7%) Shares 5 (+66.7%) Est. Cost $470.94 Unrealized -0.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $21 (-4.2%) Shares 183 (+1.1%) Est. Cost $86.96 Unrealized +39.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $1 (+188.6%) Shares 18 (+200.0%) Est. Cost $80.35 Unrealized +0.9%
PCAR PACCAR INC 0.0%
Value ($000) $1 (+189.4%) Shares 13 (+160.0%) Est. Cost $101.88 Unrealized -0.7%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $3 (+39.3%) Shares 16 (+33.3%) Est. Cost $143.57 Unrealized +38.6%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1 (+987.1%) Shares 12 (+1100.0%) Est. Cost $87.90 Unrealized -1.3%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $5 (+23.3%) Shares 35 (+12.9%) Est. Cost $89.75 Unrealized +48.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $2 (+74.3%) Shares 18 (+63.6%) Est. Cost $93.43 Unrealized +18.3%
SF STIFEL FINL CORP 0.0%
Value ($000) $1 (+778.9%) Shares 8 (+700.0%) Est. Cost $117.66 Unrealized +1.6%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $2 (+94.8%) Shares 7 (+133.3%) Est. Cost $286.48 Unrealized -7.8%
COR CENCORA INC 0.0%
Value ($000) $7 (+13.2%) Shares 22 (+4.8%) Est. Cost $218.43 Unrealized +55.9%
CB CHUBB LIMITED 0.0%
Value ($000) $3 (+38.3%) Shares 10 (+25.0%) Est. Cost $285.72 Unrealized +2.3%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $2 (+80.7%) Shares 14 (+75.0%) Est. Cost $124.49 Unrealized +5.7%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $13 (-6.0%) Shares 479 (+31.2%) Est. Cost $28.65 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $12 (+7.8%) Shares 78 (+2.6%) Est. Cost $143.43 Unrealized +2.5%
ROST ROSS STORES INC 0.0%
Value ($000) $3 (+50.4%) Shares 14 (+27.3%) Est. Cost $145.53 Unrealized +14.5%
LIN LINDE PLC 0.0%
Value ($000) $5 (+19.7%) Shares 12 (+33.3%) Est. Cost $442.17 Unrealized -3.4%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 (+166.5%) Shares 6 (+200.0%) Est. Cost $249.73 Unrealized -9.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 (+167.7%) Shares 3 (+200.0%) Est. Cost $485.23 Unrealized -4.8%
PCG PG&E CORP 0.0%
Value ($000) $2 (+111.0%) Shares 99 (+98.0%) Est. Cost $15.68 Unrealized +1.6%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $1 (+254.7%) Shares 7 (+250.0%) Est. Cost $171.58 Unrealized -8.5%
EXC EXELON CORP 0.0%
Value ($000) $6 (+16.8%) Shares 129 (+20.6%) Est. Cost $38.11 Unrealized +19.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $12 (+6.6%) Shares 70 (+12.9%) Est. Cost $180.91 Unrealized -5.6%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $8 (-8.8%) Shares 582 (+11.5%) Est. Cost $8.42 Unrealized +82.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1 (+101.9%) Shares 13 (+85.7%) Est. Cost $103.15 Unrealized +3.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 (+40.3%) Shares 32 (+33.3%) Est. Cost $69.73 Unrealized +12.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $4 (+23.5%) Shares 79 (+33.9%) Est. Cost $55.94 Unrealized -15.2%
BN BROOKFIELD CORP 0.0%
Value ($000) $2 (+50.6%) Shares 45 (+125.0%) Est. Cost $43.48 Unrealized +4.8%
AME AMETEK INC 0.0%
Value ($000) $1 (+91.2%) Shares 7 (+75.0%) Est. Cost $183.83 Unrealized +5.7%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1 (+550.0%) Shares 34 (+580.0%) Est. Cost $23.42 Unrealized -1.8%
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $1 (+273.1%) Shares 13 (+225.0%) Est. Cost $58.36 Unrealized +9.3%
CIEN CIENA CORP 0.0%
Value ($000) $1 (+92.6%) Shares 6 (+20.0%) Est. Cost $92.11 Unrealized +110.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1 (+159.6%) Shares 7 (+133.3%) Est. Cost $156.09 Unrealized -8.3%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 (+214.0%) Shares 10 (+233.3%) Est. Cost $100.42 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $3 (+31.5%) Shares 6 (+20.0%) Est. Cost $363.03 Unrealized +27.7%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $1 (+241.9%) Shares 7 (+250.0%) Est. Cost $126.61 Unrealized +7.2%
URI UNITED RENTALS INC 0.0%
Value ($000) $2 (+69.5%) Shares 2 (+100.0%) Est. Cost $766.22 Unrealized +13.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 (+77.4%) Shares 12 (+100.0%) Est. Cost $123.08 Unrealized +4.6%
UNP UNION PAC CORP 0.0%
Value ($000) $3 (+27.2%) Shares 13 (+30.0%) Est. Cost $230.08 Unrealized -1.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $16 (+4.2%) Shares 71 (+4.4%) Est. Cost $196.67 Unrealized +8.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 (+149.8%) Shares 8 (+166.7%) Est. Cost $135.17 Unrealized -1.5%
EIX EDISON INTL 0.0%
Value ($000) $1 (+225.3%) Shares 15 (+200.0%) Est. Cost $56.40 Unrealized +1.6%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 (+38.9%) Shares 10 (+42.9%) Est. Cost $199.79 Unrealized +22.2%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $6 (-9.5%) Shares 21 (+5.0%) Est. Cost $141.87 Unrealized +98.5%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 (+246.4%) Shares 56 (+154.5%) Est. Cost $12.40 Unrealized +8.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $1 (+342.1%) Shares 9 (+350.0%) Est. Cost $84.71 Unrealized +0.7%
CTVA CORTEVA INC 0.0%
Value ($000) $15 (+4.1%) Shares 230 (+5.0%) Est. Cost $51.44 Unrealized +25.5%
PPL PPL CORP 0.0%
Value ($000) $1 (+115.2%) Shares 32 (+128.6%) Est. Cost $35.42 Unrealized +1.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $2 (+49.3%) Shares 12 (+50.0%) Est. Cost $144.49 Unrealized +2.2%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $2 (+39.6%) Shares 13 (+30.0%) Est. Cost $114.79 Unrealized +51.2%
NTRA NATERA INC 0.0%
Value ($000) $1 (+184.8%) Shares 4 (+100.0%) Est. Cost $182.21 Unrealized +14.5%
QLD PROSHARES TR 0.0%
Value ($000) $23 (+2.6%) Shares 328 (+100.0%) Est. Cost $73.21 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $6 (+9.9%) Shares 82 (+1.2%) Est. Cost $61.49 Unrealized +24.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $2 (+60.3%) Shares 21 (+75.0%) Est. Cost $71.79 Unrealized +9.1%
MSCI MSCI INC 0.0%
Value ($000) $1 (+102.1%) Shares 2 (+100.0%) Est. Cost $554.56 Unrealized +1.0%
RLI RLI CORP 0.0%
Value ($000) $1 (+291.8%) Shares 12 (+300.0%) Est. Cost $62.41 Unrealized -1.5%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $2 (+35.8%) Shares 15 (+25.0%) Est. Cost $131.61 Unrealized +0.7%
UBS UBS GROUP AG 0.0%
Value ($000) $2 (+30.2%) Shares 53 (+15.2%) Est. Cost $39.04 Unrealized +3.5%
GLW CORNING INC 0.0%
Value ($000) $1 (+98.1%) Shares 13 (+85.7%) Est. Cost $65.83 Unrealized +30.6%
CME CME GROUP INC 0.0%
Value ($000) $2 (+34.7%) Shares 8 (+33.3%) Est. Cost $261.71 Unrealized +3.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $2 (+34.0%) Shares 27 (+22.7%) Est. Cost $72.44 Unrealized +7.5%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 (-18.1%) Shares 11 (+22.2%) Est. Cost $251.60 Unrealized +18.4%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $3 (+22.5%) Shares 13 (+18.2%) Est. Cost $162.60 Unrealized +42.2%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1 (+57.7%) Shares 8 (+60.0%) Est. Cost $171.79 Unrealized +4.8%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $2 (+33.0%) Shares 25 (+31.6%) Est. Cost $68.32 Unrealized +28.0%
NOK NOKIA CORP 0.0%
Value ($000) $1 (+174.9%) Shares 127 (+104.8%) Est. Cost $5.69 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $1 (+71.8%) Shares 13 (+62.5%) Est. Cost $91.98 Unrealized -0.5%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $1 (+268.8%) Shares 89 (+323.8%) Est. Cost $8.50 Unrealized -4.3%
CBRE CBRE GROUP INC 0.0%
Value ($000) $2 (+36.0%) Shares 12 (+33.3%) Est. Cost $134.15 Unrealized +17.2%
CNC CENTENE CORP DEL 0.0%
Value ($000) $1 (+79.3%) Shares 28 (+55.6%) Est. Cost $41.17 Unrealized -9.1%
IR INGERSOLL RAND INC 0.0%
Value ($000) $2 (+47.4%) Shares 20 (+53.8%) Est. Cost $78.82 Unrealized +0.2%
NVS NOVARTIS AG 0.0%
Value ($000) $4 (+16.5%) Shares 26 (+8.3%) Est. Cost $128.99 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $1 (+94.9%) Shares 10 (+100.0%) Est. Cost $105.84 Unrealized -5.4%
INSM INSMED INC 0.0%
Value ($000) $1 (+69.1%) Shares 7 (+40.0%) Est. Cost $106.75 Unrealized +70.9%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 (-2.1%) Shares 540 (+100.0%) Est. Cost $55.06 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 (+49.1%) Shares 7 (+40.0%) Est. Cost $187.41 Unrealized +9.6%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $2 (+30.2%) Shares 6 (+20.0%) Est. Cost $371.11 Unrealized -9.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 (+66.9%) Shares 3 (+50.0%) Est. Cost $310.62 Unrealized +20.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 (+58.1%) Shares 12 (+33.3%) Est. Cost $71.94 Unrealized +34.6%
VTRS VIATRIS INC 0.0%
Value ($000) $2 (+32.8%) Shares 151 (+5.6%) Est. Cost $8.81 Unrealized +21.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 (+103.6%) Shares 22 (+57.1%) Est. Cost $31.54 Unrealized +10.3%
ADSK AUTODESK INC 0.0%
Value ($000) $2 (+24.2%) Shares 8 (+33.3%) Est. Cost $291.04 Unrealized +4.0%
RDDT REDDIT INC 0.0%
Value ($000) $1 (+100.0%) Shares 4 (+100.0%) Est. Cost $161.84 Unrealized +29.9%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $1 (+79.6%) Shares 4 (+100.0%) Est. Cost $282.42 Unrealized -1.8%
APP APPLOVIN CORP 0.0%
Value ($000) $4 (+12.5%) Shares 6 (+20.0%) Est. Cost $381.99 Unrealized +65.0%
CRBG COREBRIDGE FINL INC 0.0%
Value ($000) $1 (+77.8%) Shares 34 (+88.9%) Est. Cost $30.49 Unrealized +0.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 (+71.2%) Shares 8 (+33.3%) Est. Cost $91.28 Unrealized +22.2%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 (-35.0%) Shares 10 (+11.1%) Est. Cost $74.25 Unrealized +43.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $2 (+38.2%) Shares 8 (+33.3%) Est. Cost $200.78 Unrealized -5.6%
GEN GEN DIGITAL INC 0.0%
Value ($000) $1 (+134.8%) Shares 27 (+145.5%) Est. Cost $26.91 Unrealized -0.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $2 (+32.9%) Shares 28 (+40.0%) Est. Cost $57.13 Unrealized +5.1%
COHR COHERENT CORP 0.0%
Value ($000) $1 (+128.1%) Shares 4 (+33.3%) Est. Cost $91.37 Unrealized +63.7%
SFY TIDAL TRUST I 0.0%
Value ($000) $1 (+104.9%) Shares 6 (+100.0%) Est. Cost $121.38 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $1 (+62.4%) Shares 12 (+50.0%) Est. Cost $74.45 Unrealized +16.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $1 (+87.0%) Shares 11 (+120.0%) Est. Cost $96.23 Unrealized -13.4%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $1 (+56.8%) Shares 40 (+42.9%) Est. Cost $30.56 Unrealized -10.9%
KVUE KENVUE INC 0.0%
Value ($000) $1 (+107.8%) Shares 45 (+95.7%) Est. Cost $19.15 Unrealized -15.1%
IVZ INVESCO LTD 0.0%
Value ($000) $1 (+42.4%) Shares 51 (+24.4%) Est. Cost $16.03 Unrealized +51.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $2 (+26.9%) Shares 4 (+33.3%) Est. Cost $475.41 Unrealized -6.6%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 (+121.7%) Shares 11 (+83.3%) Est. Cost $51.48 Unrealized +18.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1 (+55.4%) Shares 4 (+33.3%) Est. Cost $136.74 Unrealized +89.3%
CSX CSX CORP 0.0%
Value ($000) $2 (+27.0%) Shares 51 (+24.4%) Est. Cost $33.30 Unrealized +7.2%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $3 (+18.6%) Shares 8 (+33.3%) Est. Cost $299.65 Unrealized +8.9%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1 (+183.2%) Shares 9 (+200.0%) Est. Cost $65.42 Unrealized +6.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $8 (-4.9%) Shares 41 (+5.1%) Est. Cost $187.54 Unrealized +7.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $2 (+33.3%) Shares 13 (+30.0%) Est. Cost $105.20 Unrealized +11.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $1 (+63.7%) Shares 13 (+62.5%) Est. Cost $84.01 Unrealized -16.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $2 (+24.7%) Shares 9 (+28.6%) Est. Cost $197.23 Unrealized +3.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 (+47.7%) Shares 7 (+75.0%) Est. Cost $167.02 Unrealized +11.6%
EQT EQT CORP 0.0%
Value ($000) $1 (+41.6%) Shares 23 (+43.8%) Est. Cost $54.35 Unrealized +3.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $2 (+18.7%) Shares 13 (+30.0%) Est. Cost $196.14 Unrealized -8.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1 (+36.0%) Shares 49 (+40.0%) Est. Cost $26.80 Unrealized +0.4%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $0 (+379.8%) Shares 5 (+400.0%) Est. Cost $94.76 Unrealized -3.1%
DDOG DATADOG INC 0.0%
Value ($000) $1 (+31.2%) Shares 11 (+37.5%) Est. Cost $123.62 Unrealized +27.8%
WWD WOODWARD INC 0.0%
Value ($000) $1 (+139.1%) Shares 2 (+100.0%) Est. Cost $229.39 Unrealized +19.8%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $1 (+41.8%) Shares 7 (+16.7%) Est. Cost $131.51 Unrealized +20.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 (+98.3%) Shares 19 (+90.0%) Est. Cost $37.85 Unrealized -8.2%
BILL BILL HOLDINGS INC 0.0%
Value ($000) $0 (+208.8%) Shares 9 (+200.0%) Est. Cost $49.73 Unrealized +3.3%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $1 (+68.5%) Shares 5 (+66.7%) Est. Cost $162.99 Unrealized -4.9%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $1 (+171.4%) Shares 3 (+200.0%) Est. Cost $170.93 Unrealized -3.8%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $1 (+105.4%) Shares 37 (+117.6%) Est. Cost $19.03 Unrealized -7.3%
CRH CRH PLC 0.0%
Value ($000) $2 (+18.0%) Shares 17 (+13.3%) Est. Cost $102.52 Unrealized +16.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 (+237.8%) Shares 7 (+250.0%) Est. Cost $65.99 Unrealized +1.3%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $1 (+78.8%) Shares 7 (+75.0%) Est. Cost $124.98 Unrealized -25.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 (+65.6%) Shares 9 (+80.0%) Est. Cost $92.97 Unrealized -2.0%
FOX FOX CORP 0.0%
Value ($000) $1 (+77.9%) Shares 11 (+57.1%) Est. Cost $54.70 Unrealized +6.7%
HRB BLOCK H & R INC 0.0%
Value ($000) $1 (+101.0%) Shares 14 (+133.3%) Est. Cost $48.82 Unrealized -4.9%
IONQ IONQ INC 0.0%
Value ($000) $9 (-3.4%) Shares 196 (+32.4%) Est. Cost $37.98 Unrealized +47.6%
OC OWENS CORNING NEW 0.0%
Value ($000) $0 (+215.5%) Shares 4 (+300.0%) Est. Cost $129.35 Unrealized -9.3%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 (+136.7%) Shares 2 (+100.0%) Est. Cost $204.18 Unrealized +23.5%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $1 (+55.1%) Shares 22 (+57.1%) Est. Cost $37.04 Unrealized +4.9%
KKR KKR & CO INC 0.0%
Value ($000) $76 (-0.4%) Shares 595 (+1.5%) Est. Cost $74.26 Unrealized +67.4%
SSO PROSHARES TR 0.0%
Value ($000) $9 (+3.3%) Shares 160 (+100.0%) Est. Cost $61.50 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1 (+85.8%) Shares 4 (+100.0%) Est. Cost $157.07 Unrealized +2.5%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $1 (+59.4%) Shares 9 (+50.0%) Est. Cost $78.86 Unrealized +6.4%
VTR VENTAS INC 0.0%
Value ($000) $1 (+52.1%) Shares 11 (+37.5%) Est. Cost $66.59 Unrealized +12.6%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 (+109.5%) Shares 2 (+100.0%) Est. Cost $243.40 Unrealized +12.3%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $1 (+83.9%) Shares 8 (+100.0%) Est. Cost $79.38 Unrealized +1.2%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $1 (+35.3%) Shares 8 (+33.3%) Est. Cost $108.06 Unrealized +21.0%
BALL BALL CORP 0.0%
Value ($000) $1 (+70.5%) Shares 13 (+62.5%) Est. Cost $50.69 Unrealized -3.2%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 (+48.1%) Shares 13 (+85.7%) Est. Cost $74.60 Unrealized -5.1%
FTV FORTIVE CORP 0.0%
Value ($000) $0 (+577.6%) Shares 6 (+500.0%) Est. Cost $51.92 Unrealized -0.1%
TRMB TRIMBLE INC 0.0%
Value ($000) $1 (+28.0%) Shares 16 (+33.3%) Est. Cost $71.20 Unrealized +11.9%
BX BLACKSTONE INC 0.0%
Value ($000) $4 (+7.4%) Shares 25 (+19.0%) Est. Cost $139.10 Unrealized +8.9%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1 (+46.7%) Shares 10 (+25.0%) Est. Cost $66.21 Unrealized +15.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 (+43.5%) Shares 30 (+25.0%) Est. Cost $21.71 Unrealized +21.1%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $1 (+104.1%) Shares 2 (+100.0%) Est. Cost $227.60 Unrealized +9.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $1 (+63.6%) Shares 10 (+66.7%) Est. Cost $57.02 Unrealized +7.6%
TER TERADYNE INC 0.0%
Value ($000) $0 (+181.2%) Shares 2 (+100.0%) Est. Cost $141.47 Unrealized +21.2%
JBL JABIL INC 0.0%
Value ($000) $1 (+57.5%) Shares 3 (+50.0%) Est. Cost $179.05 Unrealized +19.1%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $0 (+220.4%) Shares 7 (+250.0%) Est. Cost $58.90 Unrealized -6.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 (+24.7%) Shares 6 (+20.0%) Est. Cost $184.90 Unrealized +4.3%
HUM HUMANA INC 0.0%
Value ($000) $1 (+47.6%) Shares 3 (+50.0%) Est. Cost $251.59 Unrealized +3.9%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1 (+23.9%) Shares 5 (+25.0%) Est. Cost $219.91 Unrealized +13.4%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $6 (+4.6%) Shares 74 (+1.4%) Est. Cost $65.13 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $5 (-4.4%) Shares 73 (+4.3%) Est. Cost $43.96 Unrealized +60.0%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $0 (+135.9%) Shares 2 (+100.0%) Est. Cost $143.66 Unrealized +18.5%
AGNC AGNC INVT CORP 0.0%
Value ($000) $1 (+21.9%) Shares 118 (+11.3%) Est. Cost $9.35 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $1 (+30.9%) Shares 21 (+40.0%) Est. Cost $40.15 Unrealized +17.9%
KBR KBR INC 0.0%
Value ($000) $0 (+154.9%) Shares 9 (+200.0%) Est. Cost $44.56 Unrealized -4.1%
TRGP TARGA RES CORP 0.0%
Value ($000) $1 (+64.9%) Shares 3 (+50.0%) Est. Cost $185.81 Unrealized -9.5%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 (+21.5%) Shares 6 (+20.0%) Est. Cost $152.17 Unrealized +32.6%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $1 (+23.9%) Shares 5 (+25.0%) Est. Cost $188.65 Unrealized +26.1%
E ENI S P A 0.0%
Value ($000) $0 (+76.4%) Shares 13 (+62.5%) Est. Cost $36.15 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $2 (+10.5%) Shares 12 (+20.0%) Est. Cost $217.11 Unrealized -14.1%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 (+85.4%) Shares 12 (+140.0%) Est. Cost $52.46 Unrealized -15.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 (+87.0%) Shares 2 (+100.0%) Est. Cost $237.27 Unrealized -4.2%
VRSN VERISIGN INC 0.0%
Value ($000) $0 (+73.6%) Shares 2 (+100.0%) Est. Cost $248.94 Unrealized +0.7%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $0 (+307.5%) Shares 4 (+300.0%) Est. Cost $66.70 Unrealized -1.2%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1 (+35.2%) Shares 7 (+16.7%) Est. Cost $95.88 Unrealized +5.4%
IRM IRON MTN INC DEL 0.0%
Value ($000) $1 (+27.9%) Shares 11 (+57.1%) Est. Cost $92.92 Unrealized -0.1%
SCI SERVICE CORP INTL 0.0%
Value ($000) $4 (-4.2%) Shares 57 (+1.8%) Est. Cost $68.19 Unrealized +17.3%
NICE NICE LTD 0.0%
Value ($000) $0 (+134.5%) Shares 3 (+200.0%) Est. Cost $123.89 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 (-33.9%) Shares 13 (+8.3%) Est. Cost $37.59 Unrealized +9.5%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $1 (+24.4%) Shares 17 (+13.3%) Est. Cost $40.31 Unrealized +32.9%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $0 (+147.0%) Shares 12 (+140.0%) Est. Cost $25.44 Unrealized -0.3%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $55 (+0.4%) Shares 364 (+2.2%) Est. Cost $150.79 Unrealized +0.4%
NI NISOURCE INC 0.0%
Value ($000) $1 (+40.3%) Shares 16 (+45.5%) Est. Cost $39.53 Unrealized +7.8%
FAST FASTENAL CO 0.0%
Value ($000) $2 (+14.0%) Shares 39 (+39.3%) Est. Cost $40.58 Unrealized +3.6%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $2 (+8.5%) Shares 28 (+3.7%) Est. Cost $69.64 Unrealized +20.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $3 (+7.1%) Shares 11 (+22.2%) Est. Cost $235.28 Unrealized +12.6%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $0 (+214.1%) Shares 6 (+200.0%) Est. Cost $43.83 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $0 (+71.7%) Shares 5 (+66.7%) Est. Cost $77.44 Unrealized +8.0%
TPR TAPESTRY INC 0.0%
Value ($000) $1 (+50.6%) Shares 4 (+33.3%) Est. Cost $84.43 Unrealized +35.0%
VLTO VERALTO CORP 0.0%
Value ($000) $1 (+40.3%) Shares 6 (+50.0%) Est. Cost $98.84 Unrealized +2.2%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $1 (+26.1%) Shares 4 (+33.3%) Est. Cost $189.92 Unrealized +6.5%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1 (+26.6%) Shares 15 (+15.4%) Est. Cost $44.51 Unrealized +15.2%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $0 (+52.5%) Shares 15 (+66.7%) Est. Cost $31.27 Unrealized +5.0%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $0 (+157.1%) Shares 3 (+200.0%) Est. Cost $92.14 Unrealized +4.8%
AMRZ AMRIZE LTD 0.0%
Value ($000) $1 (+33.5%) Shares 12 (+20.0%) Est. Cost $51.00 Unrealized +0.0%
BSY BENTLEY SYS INC 0.0%
Value ($000) $0 (+62.8%) Shares 11 (+120.0%) Est. Cost $49.66 Unrealized -8.3%
DHI D R HORTON INC 0.0%
Value ($000) $1 (+19.0%) Shares 7 (+40.0%) Est. Cost $136.77 Unrealized +11.1%
PHM PULTE GROUP INC 0.0%
Value ($000) $1 (+24.2%) Shares 7 (+40.0%) Est. Cost $109.92 Unrealized +11.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $0 (+63.6%) Shares 4 (+100.0%) Est. Cost $119.34 Unrealized -9.3%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 (+59.7%) Shares 5 (+66.7%) Est. Cost $93.91 Unrealized -9.2%
BBY BEST BUY INC 0.0%
Value ($000) $1 (+41.4%) Shares 8 (+60.0%) Est. Cost $69.17 Unrealized +9.1%
SNAP SNAP INC 0.0%
Value ($000) $2 (+7.9%) Shares 263 (+3.1%) Est. Cost $12.68 Unrealized -37.6%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1 (+41.5%) Shares 5 (+66.7%) Est. Cost $126.23 Unrealized -11.0%
AA ALCOA CORP 0.0%
Value ($000) $0 (+220.9%) Shares 4 (+100.0%) Est. Cost $37.47 Unrealized +9.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 (+15.3%) Shares 46 (+17.9%) Est. Cost $17.53 Unrealized +33.7%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $1 (+37.1%) Shares 3 (+50.0%) Est. Cost $166.22 Unrealized +12.6%
PTC PTC INC 0.0%
Value ($000) $0 (+71.1%) Shares 2 (+100.0%) Est. Cost $194.86 Unrealized -4.6%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $1 (+24.3%) Shares 8 (+33.3%) Est. Cost $91.95 Unrealized +0.0%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 (+26.6%) Shares 44 (+22.2%) Est. Cost $15.15 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $95 (+0.2%) Shares 1,012 (+1.2%) Est. Cost $109.44 Unrealized -17.7%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $4 (+3.7%) Shares 30 (+15.4%) Est. Cost $93.34 Unrealized +47.5%
RMD RESMED INC 0.0%
Value ($000) $1 (+17.3%) Shares 4 (+33.3%) Est. Cost $247.75 Unrealized +3.1%
DAYFORCE INC 0.0%
Value ($000) $0 (+50.4%) Shares 6 (+50.0%) Est. Cost $64.43 Unrealized +6.8%
DASH DOORDASH INC 0.0%
Value ($000) $2 (-6.3%) Shares 9 (+12.5%) Est. Cost $204.35 Unrealized +14.8%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $5 (-2.5%) Shares 668 (+24.2%) Est. Cost $4.86 Unrealized +93.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 (+39.6%) Shares 10 (+42.9%) Est. Cost $41.37 Unrealized +10.5%
ROIV ROIVANT SCIENCES LTD 0.0%
Value ($000) $0 (+390.3%) Shares 7 (+250.0%) Est. Cost $17.63 Unrealized +11.9%
PSTG PURE STORAGE INC 0.0%
Value ($000) $2 (-6.1%) Shares 27 (+17.4%) Est. Cost $50.56 Unrealized +65.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1 (+23.1%) Shares 9 (+12.5%) Est. Cost $73.13 Unrealized -11.9%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $0 (+57.6%) Shares 7 (+40.0%) Est. Cost $33.53 Unrealized +25.9%
ALLY ALLY FINL INC 0.0%
Value ($000) $0 (+92.4%) Shares 5 (+66.7%) Est. Cost $39.95 Unrealized +2.1%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $1 (+24.2%) Shares 31 (+19.2%) Est. Cost $14.93 Unrealized +13.4%
AES AES CORP 0.0%
Value ($000) $0 (+198.1%) Shares 11 (+175.0%) Est. Cost $13.57 Unrealized +3.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 (+33.1%) Shares 4 (+33.3%) Est. Cost $98.01 Unrealized +4.3%
XYZ BLOCK INC 0.0%
Value ($000) $1 (+10.9%) Shares 16 (+23.1%) Est. Cost $60.21 Unrealized +14.6%
FTNT FORTINET INC 0.0%
Value ($000) $1 (+9.0%) Shares 15 (+15.4%) Est. Cost $98.08 Unrealized -15.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1 (+15.4%) Shares 12 (+20.0%) Est. Cost $49.55 Unrealized +20.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $1 (+15.6%) Shares 5 (+25.0%) Est. Cost $142.27 Unrealized -5.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1 (+6.8%) Shares 14 (+7.7%) Est. Cost $82.94 Unrealized +14.0%
AEE AMEREN CORP 0.0%
Value ($000) $1 (+19.6%) Shares 5 (+25.0%) Est. Cost $97.31 Unrealized +4.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $1 (+10.6%) Shares 13 (+18.2%) Est. Cost $50.29 Unrealized +33.0%
DOW DOW INC 0.0%
Value ($000) $2 (+4.8%) Shares 74 (+2.8%) Est. Cost $32.24 Unrealized -29.3%
BTBT BIT DIGITAL INC 0.0%
Value ($000) $0 (+26.0%) Shares 200 (+100.0%) Est. Cost $2.96 Unrealized -2.4%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 (+34.9%) Shares 5 (+25.0%) Est. Cost $56.59 Unrealized -3.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $5 (-1.4%) Shares 141 (+4.4%) Est. Cost $53.05 Unrealized -31.8%
NTAP NETAPP INC 0.0%
Value ($000) $0 (+20.5%) Shares 4 (+33.3%) Est. Cost $109.63 Unrealized +3.6%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 (+10.4%) Shares 4 (+33.3%) Est. Cost $222.98 Unrealized -5.8%
MET METLIFE INC 0.0%
Value ($000) $6 (+1.2%) Shares 75 (+5.6%) Est. Cost $64.17 Unrealized +23.0%
TPG TPG INC 0.0%
Value ($000) $0 (+120.7%) Shares 2 (+100.0%) Est. Cost $53.50 Unrealized +10.3%
FISV FISERV INC 0.0%
Value ($000) $2 (+4.2%) Shares 26 (+100.0%) Est. Cost $132.50 Unrealized -36.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $2 (+3.4%) Shares 9 (+12.5%) Est. Cost $152.55 Unrealized +38.7%
ESTC ELASTIC N V 0.0%
Value ($000) $0 (+34.3%) Shares 3 (+50.0%) Est. Cost $83.33 Unrealized -2.1%
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $0 (+189.7%) Shares 3 (+200.0%) Est. Cost $27.76 Unrealized -0.1%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 (+64.2%) Shares 3 (+50.0%) Est. Cost $38.30 Unrealized +6.4%
PNR PENTAIR PLC 0.0%
Value ($000) $1 (+5.7%) Shares 9 (+12.5%) Est. Cost $95.94 Unrealized +11.2%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $1 (+9.7%) Shares 9 (+12.5%) Est. Cost $65.31 Unrealized -7.1%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 (+44.0%) Shares 6 (+50.0%) Est. Cost $29.33 Unrealized -4.6%
PINS PINTEREST INC 0.0%
Value ($000) $0 (-9.3%) Shares 18 (+12.5%) Est. Cost $30.17 Unrealized -4.6%
VST VISTRA CORP 0.0%
Value ($000) $2 (+2.9%) Shares 10 (+25.0%) Est. Cost $154.35 Unrealized +17.9%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $1 (+7.7%) Shares 18 (+12.5%) Est. Cost $30.67 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $24 (-0.2%) Shares 300 (+1.0%) Est. Cost $72.66 Unrealized +7.8%
ARMK ARAMARK 0.0%
Value ($000) $0 (+89.7%) Shares 2 (+100.0%) Est. Cost $39.05 Unrealized -2.9%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $0 (+12.2%) Shares 11 (+22.2%) Est. Cost $27.91 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $17 (+0.2%) Shares 263 (+1.5%) Est. Cost $74.06 Unrealized -12.7%
CG CARLYLE GROUP INC 0.0%
Value ($000) $1 (+2.9%) Shares 12 (+9.1%) Est. Cost $43.31 Unrealized +30.0%
NTNX NUTANIX INC 0.0%
Value ($000) $0 (-7.6%) Shares 4 (+33.3%) Est. Cost $67.69 Unrealized -9.7%
HSY HERSHEY CO 0.0%
Value ($000) $7 (-0.2%) Shares 40 (+2.6%) Est. Cost $176.51 Unrealized +3.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $3 (-0.1%) Shares 13 (+8.3%) Est. Cost $250.02 Unrealized -15.1%
ADT ADT INC DEL 0.0%
Value ($000) $0 (+2.5%) Shares 10 (+11.1%) Est. Cost $8.46 Unrealized -2.2%

Exited Positions (73)

BSJP INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $374 Shares 16,228 Est. Cost $22.79 Unrealized
SPRY ARS PHARMACEUTICALS INC 0.1%
Value ($000) $136 Shares 13,570 Est. Cost $14.43 Unrealized -32.6%
AMCOR PLC 0.0%
Value ($000) $45 Shares 5,470 Est. Cost $9.15 Unrealized -9.9%
UNILEVER PLC 0.0%
Value ($000) $19 Shares 322 Est. Cost $63.75 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $13 Shares 693 Est. Cost $19.40 Unrealized
JRVR JAMES RIV GROUP LTD 0.0%
Value ($000) $9 Shares 1,700 Est. Cost $5.10 Unrealized +12.7%
STIP ISHARES TR 0.0%
Value ($000) $9 Shares 88 Est. Cost $99.02 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value ($000) $7 Shares 327 Est. Cost $22.13 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $3 Shares 66 Est. Cost $36.83 Unrealized +25.5%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 25 Est. Cost $59.72 Unrealized
CIFR CIPHER MINING INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.54 Unrealized +134.0%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.72 Unrealized -43.2%
AIRO AIRO GROUP HLDGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.92 Unrealized -41.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1033.16 Unrealized -6.2%
SE SEA LTD 0.0%
Value ($000) $1 Shares 5 Est. Cost $178.80 Unrealized
DNUT KRISPY KREME INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.71 Unrealized -63.0%
WEN WENDYS CO 0.0%
Value ($000) $1 Shares 72 Est. Cost $18.48 Unrealized -53.3%
CDW CDW CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.13 Unrealized -12.5%
BITF BITFARMS LTD 0.0%
Value ($000) $1 Shares 224 Est. Cost $1.55 Unrealized +120.7%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 46 Est. Cost $13.89 Unrealized -23.6%
KELLANOVA 0.0%
Value ($000) $1 Shares 7 Est. Cost $80.18 Unrealized +3.1%
EXPO EXPONENT INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.97 Unrealized -1.3%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $1 Shares 5 Est. Cost $92.20 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $14.62 Unrealized -21.8%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $1 Shares 1 Est. Cost $467.26 Unrealized +7.1%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $234.26 Unrealized +5.4%
NWSA NEWS CORP NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.56 Unrealized -11.3%
AGIQ TIDAL TRUST I 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.05 Unrealized
HIVE HIVE DIGITAL TECHNOLOGIES LT 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.69 Unrealized +56.9%
RSSS RESEARCH SOLUTIONS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.07 Unrealized +1.7%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 202 Est. Cost $1.74 Unrealized
LNWO LIGHT & WONDER INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $87.17 Unrealized +1.1%
DUOL DUOLINGO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $342.01 Unrealized -31.1%
LASE LASER PHOTONICS CORP 0.0%
Value ($000) $0 Shares 68 Est. Cost $3.23 Unrealized +4.0%
RS RELIANCE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $295.22 Unrealized -4.8%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $265.10 Unrealized -3.3%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.40 Unrealized -28.7%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.39 Unrealized +108.3%
TELFY TELEFONICA S A 0.0%
Value ($000) $0 Shares 47 Est. Cost $5.09 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $121.57 Unrealized -11.0%
CBT CABOT CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.17 Unrealized -14.1%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $0 Shares 35 Est. Cost $5.31 Unrealized +4.1%
S SENTINELONE INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $17.94 Unrealized -8.7%
CVLT COMMVAULT SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $164.53 Unrealized -14.5%
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.40 Unrealized
JHX JAMES HARDIE INDS PLC 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.95 Unrealized -16.3%
SEIC SEI INVTS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $88.30 Unrealized -7.5%
DOX AMDOCS LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $85.57 Unrealized -6.6%
EPAM EPAM SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $164.18 Unrealized +8.6%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.84 Unrealized -8.4%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.09 Unrealized -17.0%
KMX CARMAX INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.71 Unrealized -33.0%
GRFS GRIFOLS S A 0.0%
Value ($000) $0 Shares 13 Est. Cost $10.00 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.00 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $118.66 Unrealized -2.5%
ICL ICL GROUP LTD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.42 Unrealized -9.9%
WPP WPP PLC NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.20 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.16 Unrealized -7.0%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $139.50 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.34 Unrealized -1.4%
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.82 Unrealized -12.8%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.51 Unrealized -19.1%
CCK CROWN HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.36 Unrealized +12.7%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $87.18 Unrealized -5.5%
OKTA OKTA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $103.15 Unrealized -15.4%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.19 Unrealized +2.4%
CF CF INDS HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.15 Unrealized -0.3%
KRG KITE RLTY GROUP TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.50 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.32 Unrealized +14.4%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.58 Unrealized +1.0%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.29 Unrealized -3.7%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.15 Unrealized -12.8%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.00 Unrealized

Decreased Positions (144)

LH LABCORP HOLDINGS INC 1.2%
Value ($000) $2,730 (-29.9%) Shares 10,881 (-19.8%) Est. Cost $216.29 Unrealized +22.6%
GOOG ALPHABET INC 1.4%
Value ($000) $3,305 (+25.2%) Shares 10,532 (-2.9%) Est. Cost $137.81 Unrealized +107.8%
PSLV SPROTT ASSET MANAGEMENT LP 1.3%
Value ($000) $3,034 (+22.6%) Shares 128,292 (-18.6%) Est. Cost $8.14 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $1 (-99.9%) Shares 22 (-99.9%) Est. Cost $24.61 Unrealized +2.0%
ARCO ARCOS DORADOS HOLDINGS INC 0.6%
Value ($000) $1,379 (-26.3%) Shares 187,809 (-32.2%) Est. Cost $9.38 Unrealized -23.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $78 (-80.0%) Shares 135 (-83.4%) Est. Cost $423.97 Unrealized +31.0%
STT STATE STR CORP 1.3%
Value ($000) $2,898 (+9.8%) Shares 22,467 (-1.3%) Est. Cost $64.94 Unrealized +83.2%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $286 (-45.6%) Shares 11,724 (-45.5%) Est. Cost $36.75 Unrealized
MKL MARKEL GROUP INC 0.9%
Value ($000) $2,014 (+9.9%) Shares 937 (-2.3%) Est. Cost $1422.08 Unrealized +42.5%
DFAC DIMENSIONAL ETF TRUST 12.1%
Value ($000) $27,865 (+0.5%) Shares 703,849 (-2.1%) Est. Cost $29.80 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $659 (-17.1%) Shares 11,068 (-18.9%) Est. Cost $54.77 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.3%
Value ($000) $711 (+19.1%) Shares 342 (-4.2%) Est. Cost $1486.19 Unrealized +31.6%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $562 (-16.5%) Shares 897 (-18.5%) Est. Cost $523.63 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $615 (+21.7%) Shares 5,839 (-2.9%) Est. Cost $109.49 Unrealized -14.8%
GLD SPDR GOLD TR 0.7%
Value ($000) $1,680 (+6.1%) Shares 4,239 (-4.8%) Est. Cost $192.35 Unrealized
BAC BANK AMERICA CORP 1.0%
Value ($000) $2,418 (+3.7%) Shares 43,963 (-2.8%) Est. Cost $30.48 Unrealized +72.8%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $891 (-8.2%) Shares 12,480 (-5.5%) Est. Cost $63.51 Unrealized
GBTG GLOBAL BUSINESS TRAVEL GROUP 0.4%
Value ($000) $941 (-7.5%) Shares 122,969 (-2.3%) Est. Cost $7.47 Unrealized +3.8%
SNY SANOFI SA 0.3%
Value ($000) $618 (-9.8%) Shares 12,750 (-12.1%) Est. Cost $49.73 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.9%
Value ($000) $2,129 (+2.9%) Shares 58,339 (-2.3%) Est. Cost $36.52 Unrealized -7.1%
D DOMINION ENERGY INC 0.1%
Value ($000) $139 (-27.2%) Shares 2,367 (-24.0%) Est. Cost $49.64 Unrealized +20.4%
PFF ISHARES TR 0.3%
Value ($000) $650 (-5.8%) Shares 20,996 (-3.7%) Est. Cost $31.19 Unrealized
DFAU DIMENSIONAL ETF TRUST 3.9%
Value ($000) $8,964 (+0.4%) Shares 191,545 (-1.8%) Est. Cost $34.53 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $87 (-24.0%) Shares 338 (-25.1%) Est. Cost $242.07 Unrealized
TOST TOAST INC 0.3%
Value ($000) $580 (-4.4%) Shares 16,335 (-1.7%) Est. Cost $36.46 Unrealized -1.1%
IEFA ISHARES TR 0.1%
Value ($000) $227 (-10.2%) Shares 2,540 (-12.4%) Est. Cost $68.45 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $70 (+54.3%) Shares 246 (-9.6%) Est. Cost $95.32 Unrealized +140.6%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $386 (-4.9%) Shares 7,187 (-4.2%) Est. Cost $47.61 Unrealized
VUG VANGUARD INDEX FDS 1.8%
Value ($000) $4,075 (-0.5%) Shares 8,352 (-2.2%) Est. Cost $352.05 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $88 (-18.2%) Shares 2,747 (-20.2%) Est. Cost $26.35 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $836 (-2.0%) Shares 14,613 (-2.3%) Est. Cost $55.67 Unrealized
GLDD GREAT LAKES DREDGE & DOCK CO 0.2%
Value ($000) $566 (-2.8%) Shares 43,150 (-11.2%) Est. Cost $11.96 Unrealized +3.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $62 (-20.2%) Shares 215 (-17.0%) Est. Cost $233.13 Unrealized +23.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $51 (-21.0%) Shares 106 (-18.5%) Est. Cost $420.27 Unrealized +13.3%
PFE PFIZER INC 0.0%
Value ($000) $70 (-13.6%) Shares 2,813 (-11.6%) Est. Cost $25.61 Unrealized -2.2%
DVLT DATAVAULT AI INC 0.0%
Value ($000) $1 (-94.0%) Shares 1,000 (-90.0%) Est. Cost $0.54 Unrealized +228.4%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $25 (-28.6%) Shares 228 (-30.7%) Est. Cost $93.43 Unrealized +10.4%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $16 (-36.1%) Shares 366 (-35.0%) Est. Cost $39.17 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 (-62.9%) Shares 106 (-25.9%) Est. Cost $89.34 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $30 (-19.9%) Shares 52 (-3.7%) Est. Cost $194.05 Unrealized +222.1%
IEMG ISHARES INC 0.0%
Value ($000) $90 (-6.7%) Shares 1,337 (-8.5%) Est. Cost $52.97 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $5 (-54.3%) Shares 228 (-38.5%) Est. Cost $10.20 Unrealized +219.6%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $20 (-20.7%) Shares 516 (-27.6%) Est. Cost $27.77 Unrealized +37.3%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $4 (-51.3%) Shares 378 (-12.7%) Est. Cost $9.03 Unrealized +57.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $37 (+10.5%) Shares 202 (-1.5%) Est. Cost $179.33 Unrealized -3.9%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $36 (-6.5%) Shares 1,369 (-11.6%) Est. Cost $6.31 Unrealized +361.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 (-46.0%) Shares 26 (-44.7%) Est. Cost $101.23 Unrealized -3.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $30 (-5.6%) Shares 342 (-1.2%) Est. Cost $80.81 Unrealized +10.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $2 (-38.9%) Shares 26 (-27.8%) Est. Cost $91.32 Unrealized +7.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $15 (-8.4%) Shares 605 (-1.6%) Est. Cost $30.27 Unrealized -18.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 (-61.2%) Shares 3 (-57.1%) Est. Cost $268.13 Unrealized -6.1%
MAS MASCO CORP 0.0%
Value ($000) $0 (-82.0%) Shares 4 (-80.0%) Est. Cost $62.21 Unrealized +4.1%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $3 (-28.5%) Shares 134 (-2.9%) Est. Cost $22.87 Unrealized -1.9%
IWM ISHARES TR 0.0%
Value ($000) $50 (-2.1%) Shares 205 (-3.8%) Est. Cost $193.43 Unrealized
RELX RELX PLC 0.0%
Value ($000) $0 (-89.8%) Shares 3 (-88.0%) Est. Cost $47.76 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $1 (-58.1%) Shares 2 (-50.0%) Est. Cost $415.08 Unrealized -3.4%
KR KROGER CO 0.0%
Value ($000) $12 (-8.3%) Shares 186 (-1.1%) Est. Cost $44.86 Unrealized +45.4%
VICI VICI PPTYS INC 0.0%
Value ($000) $0 (-80.5%) Shares 9 (-77.5%) Est. Cost $30.41 Unrealized -3.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 (-43.4%) Shares 6 (-33.3%) Est. Cost $242.17 Unrealized -12.7%
SAP SAP SE 0.0%
Value ($000) $3 (-22.1%) Shares 12 (-14.3%) Est. Cost $267.21 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $2 (-33.9%) Shares 31 (-27.9%) Est. Cost $55.51 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 (-70.6%) Shares 14 (-64.1%) Est. Cost $24.71 Unrealized +2.2%
AON AON PLC 0.0%
Value ($000) $1 (-40.6%) Shares 3 (-40.0%) Est. Cost $369.42 Unrealized -5.5%
GGG GRACO INC 0.0%
Value ($000) $0 (-78.6%) Shares 2 (-77.8%) Est. Cost $84.93 Unrealized -3.5%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $0 (-85.5%) Shares 2 (-84.6%) Est. Cost $50.68 Unrealized -6.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 (-61.2%) Shares 5 (-61.5%) Est. Cost $76.59 Unrealized -14.3%
REG REGENCY CTRS CORP 0.0%
Value ($000) $0 (-88.0%) Shares 1 (-87.5%) Est. Cost $69.79 Unrealized -0.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 (-79.8%) Shares 3 (-76.9%) Est. Cost $46.41 Unrealized -10.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $0 (-54.4%) Shares 3 (-50.0%) Est. Cost $129.34 Unrealized +4.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $2 (-20.8%) Shares 5 (-16.7%) Est. Cost $379.56 Unrealized -4.2%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $0 (-89.4%) Shares 1 (-88.9%) Est. Cost $52.35 Unrealized -4.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 (-53.8%) Shares 21 (-54.3%) Est. Cost $14.04 Unrealized +16.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $0 (-74.0%) Shares 9 (-75.7%) Est. Cost $14.65 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $0 (-49.1%) Shares 2 (-50.0%) Est. Cost $193.71 Unrealized -1.9%
CPRT COPART INC 0.0%
Value ($000) $1 (-37.8%) Shares 15 (-28.6%) Est. Cost $52.36 Unrealized -20.8%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $1 (-22.5%) Shares 8 (-11.1%) Est. Cost $138.91 Unrealized +3.5%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 (-64.6%) Shares 4 (-60.0%) Est. Cost $59.95 Unrealized -25.9%
CUBE CUBESMART 0.0%
Value ($000) $0 (-59.0%) Shares 6 (-53.8%) Est. Cost $42.08 Unrealized
IT GARTNER INC 0.0%
Value ($000) $1 (-23.2%) Shares 4 (-20.0%) Est. Cost $342.37 Unrealized -29.7%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $1 (-18.6%) Shares 48 (-7.7%) Est. Cost $31.91 Unrealized -5.8%
MCO MOODYS CORP 0.0%
Value ($000) $3 (-10.6%) Shares 5 (-16.7%) Est. Cost $461.00 Unrealized +5.7%
SONY SONY GROUP CORP 0.0%
Value ($000) $2 (-12.1%) Shares 84 (-1.2%) Est. Cost $28.80 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1 (-30.7%) Shares 3 (-25.0%) Est. Cost $239.32 Unrealized -10.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 (-47.1%) Shares 6 (-40.0%) Est. Cost $53.04 Unrealized +1.3%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $0 (-52.7%) Shares 16 (-38.5%) Est. Cost $21.74 Unrealized -24.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $2 (-11.3%) Shares 12 (-7.7%) Est. Cost $167.32 Unrealized -6.6%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $0 (-49.2%) Shares 3 (-40.0%) Est. Cost $110.98 Unrealized -20.2%
O REALTY INCOME CORP 0.0%
Value ($000) $1 (-24.7%) Shares 13 (-18.8%) Est. Cost $55.26 Unrealized +3.8%
RBA RB GLOBAL INC 0.0%
Value ($000) $0 (-36.7%) Shares 4 (-33.3%) Est. Cost $98.96 Unrealized +2.6%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $0 (-60.7%) Shares 2 (-60.0%) Est. Cost $70.57 Unrealized +6.4%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $0 (-34.2%) Shares 22 (-29.0%) Est. Cost $20.07 Unrealized +2.5%
STE STERIS PLC 0.0%
Value ($000) $1 (-18.0%) Shares 4 (-20.0%) Est. Cost $230.78 Unrealized +8.8%
ADC AGREE RLTY CORP 0.0%
Value ($000) $0 (-74.4%) Shares 1 (-75.0%) Est. Cost $71.25 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $2 (+14.2%) Shares 85 (-1.2%) Est. Cost $16.74 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 (+12.5%) Shares 61 (-23.8%) Est. Cost $9.56 Unrealized +144.6%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $1 (-24.9%) Shares 3 (-25.0%) Est. Cost $217.68 Unrealized -11.5%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $0 (-66.0%) Shares 1 (-66.7%) Est. Cost $94.00 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $0 (-35.9%) Shares 8 (-33.3%) Est. Cost $38.07 Unrealized +3.4%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $0 (-59.4%) Shares 1 (-50.0%) Est. Cost $138.68 Unrealized -6.8%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 (-28.0%) Shares 5 (-37.5%) Est. Cost $80.32 Unrealized +2.4%
TRU TRANSUNION 0.0%
Value ($000) $0 (-26.9%) Shares 5 (-28.6%) Est. Cost $83.11 Unrealized -1.2%
FCN FTI CONSULTING INC 0.0%
Value ($000) $0 (-47.2%) Shares 1 (-50.0%) Est. Cost $166.08 Unrealized -0.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $0 (-52.6%) Shares 2 (-50.0%) Est. Cost $80.90 Unrealized -14.5%
EQNR EQUINOR ASA 0.0%
Value ($000) $0 (-51.5%) Shares 6 (-50.0%) Est. Cost $24.42 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $1 (-21.8%) Shares 5 (-16.7%) Est. Cost $123.93 Unrealized -13.5%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $0 (-83.3%) Shares 1 (-83.3%) Est. Cost $28.68 Unrealized -3.2%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $0 (-65.0%) Shares 1 (-66.7%) Est. Cost $67.67 Unrealized -1.0%
BP BP PLC 0.0%
Value ($000) $1 (-11.4%) Shares 29 (-12.1%) Est. Cost $34.48 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $0 (-62.0%) Shares 1 (-66.7%) Est. Cost $69.22 Unrealized +1.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1 (+9.9%) Shares 16 (-11.1%) Est. Cost $75.57 Unrealized -1.2%
PATH UIPATH INC 0.0%
Value ($000) $1 (+15.9%) Shares 52 (-5.5%) Est. Cost $11.82 Unrealized +31.6%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $0 (-42.1%) Shares 7 (-36.4%) Est. Cost $17.89 Unrealized +18.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1 (-10.1%) Shares 10 (-9.1%) Est. Cost $99.72 Unrealized -0.9%
MTDR MATADOR RES CO 0.0%
Value ($000) $0 (-24.4%) Shares 8 (-20.0%) Est. Cost $45.09 Unrealized -6.9%
GTLB GITLAB INC 0.0%
Value ($000) $0 (-58.0%) Shares 2 (-50.0%) Est. Cost $45.75 Unrealized -5.4%
AEG AEGON LTD 0.0%
Value ($000) $0 (-53.8%) Shares 11 (-52.2%) Est. Cost $8.00 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $1 (-15.6%) Shares 13 (-7.1%) Est. Cost $42.16 Unrealized -9.6%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 (-58.4%) Shares 1 (-50.0%) Est. Cost $73.23 Unrealized -5.2%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $0 (-36.7%) Shares 2 (-33.3%) Est. Cost $96.99 Unrealized -22.3%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $1 (+20.2%) Shares 10 (-9.1%) Est. Cost $42.25 Unrealized +10.7%
Z ZILLOW GROUP INC 0.0%
Value ($000) $0 (-55.5%) Shares 1 (-50.0%) Est. Cost $81.72 Unrealized -11.4%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $0 (-26.4%) Shares 14 (-12.5%) Est. Cost $17.46 Unrealized -0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 (-61.3%) Shares 2 (-60.0%) Est. Cost $29.46 Unrealized -20.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $5 (-1.6%) Shares 36 (-2.7%) Est. Cost $98.95 Unrealized +33.8%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $1 (-8.3%) Shares 9 (-10.0%) Est. Cost $56.70 Unrealized +26.9%
ILMN ILLUMINA INC 0.0%
Value ($000) $0 (-30.5%) Shares 1 (-50.0%) Est. Cost $108.24 Unrealized +8.5%
APG API GROUP CORP 0.0%
Value ($000) $0 (-33.1%) Shares 3 (-40.0%) Est. Cost $34.90 Unrealized +5.9%
DBX DROPBOX INC 0.0%
Value ($000) $0 (-15.7%) Shares 11 (-8.3%) Est. Cost $28.91 Unrealized +0.8%
OVV OVINTIV INC 0.0%
Value ($000) $1 (-9.9%) Shares 13 (-7.1%) Est. Cost $37.28 Unrealized +4.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $2 (+2.6%) Shares 36 (-5.3%) Est. Cost $55.76 Unrealized
DB DEUTSCHE BANK A G 0.0%
Value ($000) $1 (+5.2%) Shares 28 (-3.4%) Est. Cost $34.09 Unrealized +5.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $1 (+8.6%) Shares 5 (-16.7%) Est. Cost $86.31 Unrealized +24.1%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $0 (-45.0%) Shares 1 (-50.0%) Est. Cost $67.28 Unrealized -19.1%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $2 (+3.1%) Shares 29 (-3.3%) Est. Cost $53.10 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 (-48.4%) Shares 1 (-50.0%) Est. Cost $48.53 Unrealized -5.6%
ROL ROLLINS INC 0.0%
Value ($000) $1 (-5.6%) Shares 12 (-7.7%) Est. Cost $53.73 Unrealized +9.2%
IX ORIX CORP 0.0%
Value ($000) $1 (-6.7%) Shares 20 (-16.7%) Est. Cost $26.13 Unrealized
PUK PRUDENTIAL PLC 0.0%
Value ($000) $1 (+6.0%) Shares 20 (-4.8%) Est. Cost $28.00 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 (-24.6%) Shares 3 (-25.0%) Est. Cost $36.35 Unrealized -7.0%
NMR NOMURA HLDGS INC 0.0%
Value ($000) $1 (+6.0%) Shares 69 (-8.0%) Est. Cost $7.28 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $1 (-3.2%) Shares 61 (-11.6%) Est. Cost $13.03 Unrealized +3.0%
TKR TIMKEN CO 0.0%
Value ($000) $1 (-4.2%) Shares 6 (-14.3%) Est. Cost $70.62 Unrealized +12.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 (+0.7%) Shares 41 (-4.7%) Est. Cost $24.47 Unrealized +14.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 (-0.1%) Shares 11 (-8.3%) Est. Cost $79.30 Unrealized +0.5%

Unchanged Positions (407)

ORCL ORACLE CORP 0.6%
Value ($000) $1,497 Shares 7,679 Est. Cost $107.29 Unrealized +121.9%
DFIC DIMENSIONAL ETF TRUST 4.7%
Value ($000) $10,754 Shares 312,060 Est. Cost $26.15 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $6,101 Shares 22,442 Est. Cost $184.41 Unrealized +45.5%
ASTS AST SPACEMOBILE INC 0.4%
Value ($000) $952 Shares 13,106 Est. Cost $25.58 Unrealized +179.0%
CSCO CISCO SYS INC 1.2%
Value ($000) $2,674 Shares 34,720 Est. Cost $47.93 Unrealized +54.0%
GDX VANECK ETF TRUST 0.9%
Value ($000) $2,048 Shares 23,875 Est. Cost $42.17 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $2,060 Shares 3,121 Est. Cost $331.05 Unrealized +101.6%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $1,042 Shares 12,751 Est. Cost $75.37 Unrealized +19.5%
RIO RIO TINTO PLC 0.5%
Value ($000) $1,080 Shares 13,492 Est. Cost $58.33 Unrealized
WMT WALMART INC 0.7%
Value ($000) $1,697 Shares 15,230 Est. Cost $66.85 Unrealized +60.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $422 Shares 6,170 Est. Cost $50.50 Unrealized
YUMC YUM CHINA HLDGS INC 0.4%
Value ($000) $1,034 Shares 21,668 Est. Cost $36.89 Unrealized +24.2%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,315 Shares 2,718 Est. Cost $387.47 Unrealized +29.2%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $1,392 Shares 2,442 Est. Cost $467.49 Unrealized +23.8%
IDV ISHARES TR 0.5%
Value ($000) $1,103 Shares 27,972 Est. Cost $28.14 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $326 Shares 8,273 Est. Cost $33.36 Unrealized +22.4%
SHEL SHELL PLC 0.6%
Value ($000) $1,414 Shares 19,245 Est. Cost $64.15 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $608 Shares 5,055 Est. Cost $102.60 Unrealized +12.6%
AMGN AMGEN INC 0.1%
Value ($000) $287 Shares 876 Est. Cost $257.13 Unrealized +22.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $168 Shares 537 Est. Cost $141.03 Unrealized +102.5%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $2,810 Shares 17,519 Est. Cost $90.78 Unrealized +69.2%
RSP INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,813 Shares 14,684 Est. Cost $163.11 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $502 Shares 3,266 Est. Cost $87.27 Unrealized +69.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $239 Shares 2,128 Est. Cost $111.08 Unrealized +4.9%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $1,089 Shares 3,379 Est. Cost $156.28 Unrealized +98.1%
ESGU ISHARES TR 0.5%
Value ($000) $1,054 Shares 7,073 Est. Cost $104.92 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $228 Shares 2,451 Est. Cost $41.90 Unrealized +106.7%
USB US BANCORP DEL 0.1%
Value ($000) $256 Shares 4,800 Est. Cost $35.25 Unrealized +38.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $164 Shares 718 Est. Cost $210.35 Unrealized +4.4%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $145 Shares 425 Est. Cost $256.00 Unrealized +20.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $128 Shares 2,368 Est. Cost $47.02 Unrealized +1.1%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $21.89 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $1,375 Shares 2,279 Est. Cost $516.24 Unrealized
NVR NVR INC 0.1%
Value ($000) $190 Shares 26 Est. Cost $6483.14 Unrealized +15.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $103 Shares 1,489 Est. Cost $38.95 Unrealized +60.3%
CI THE CIGNA GROUP 0.2%
Value ($000) $402 Shares 1,462 Est. Cost $280.77 Unrealized -0.5%
ZS ZSCALER INC 0.0%
Value ($000) $54 Shares 240 Est. Cost $177.98 Unrealized +58.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $110 Shares 2,045 Est. Cost $64.32 Unrealized -11.3%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $19 Shares 686 Est. Cost $50.65 Unrealized -20.0%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $792 Shares 2,363 Est. Cost $289.22 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $47 Shares 727 Est. Cost $21.78 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $222 Shares 4,509 Est. Cost $30.57 Unrealized +49.8%
PEP PEPSICO INC 0.3%
Value ($000) $659 Shares 4,589 Est. Cost $158.76 Unrealized -8.1%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $55 Shares 2,810 Est. Cost $15.41 Unrealized +3.0%
RTX RTX CORPORATION 0.1%
Value ($000) $140 Shares 761 Est. Cost $78.34 Unrealized +121.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $81 Shares 821 Est. Cost $132.63 Unrealized -30.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $118 Shares 958 Est. Cost $100.01 Unrealized +20.9%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $24 Shares 435 Est. Cost $21.21 Unrealized +87.3%
IJR ISHARES TR 0.4%
Value ($000) $875 Shares 7,280 Est. Cost $111.21 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $75 Shares 801 Est. Cost $59.96 Unrealized +40.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $139 Shares 459 Est. Cost $204.98 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $161 Shares 823 Est. Cost $179.75 Unrealized +8.5%
GSC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $505 Shares 9,299 Est. Cost $46.80 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $32 Shares 642 Est. Cost $47.89 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $426 Shares 622 Est. Cost $482.70 Unrealized
SLB SLB LIMITED 0.0%
Value ($000) $90 Shares 2,334 Est. Cost $43.23 Unrealized -16.6%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $505 Shares 2,299 Est. Cost $172.09 Unrealized
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $185 Shares 1,037 Est. Cost $183.54 Unrealized
BTGD TIDAL TRUST II 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $26.36 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.1%
Value ($000) $225 Shares 6,755 Est. Cost $33.63 Unrealized +0.1%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $192 Shares 4,118 Est. Cost $43.15 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $77.39 Unrealized +16.2%
SO SOUTHERN CO 0.0%
Value ($000) $85 Shares 976 Est. Cost $71.00 Unrealized +28.0%
ZTS ZOETIS INC 0.0%
Value ($000) $47 Shares 371 Est. Cost $172.77 Unrealized -24.6%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $26 Shares 1,306 Est. Cost $31.67 Unrealized -31.4%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $95 Shares 1,908 Est. Cost $42.09 Unrealized
OMC OMNICOM GROUP INC 0.3%
Value ($000) $729 Shares 9,025 Est. Cost $81.87 Unrealized -7.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $120 Shares 488 Est. Cost $227.78 Unrealized +8.7%
PSX PHILLIPS 66 0.1%
Value ($000) $137 Shares 1,062 Est. Cost $111.36 Unrealized +20.3%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $160 Shares 2,569 Est. Cost $56.03 Unrealized
ODD ODDITY TECH LTD 0.0%
Value ($000) $12 Shares 288 Est. Cost $64.95 Unrealized -30.4%
ABT ABBOTT LABS 0.0%
Value ($000) $78 Shares 623 Est. Cost $100.59 Unrealized +26.6%
ABBV ABBVIE INC 0.3%
Value ($000) $651 Shares 2,847 Est. Cost $137.27 Unrealized +65.8%
MTUM ISHARES TR 0.1%
Value ($000) $228 Shares 911 Est. Cost $213.82 Unrealized
RLMD RELMADA THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 1,954 Est. Cost $1.70 Unrealized +97.1%
T AT&T INC 0.0%
Value ($000) $38 Shares 1,549 Est. Cost $15.60 Unrealized +62.1%
VGT VANGUARD WORLD FD 0.3%
Value ($000) $774 Shares 1,027 Est. Cost $483.94 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $16 Shares 426 Est. Cost $41.87 Unrealized
ABTC AMERICAN BITCOIN CORP. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $6.68 Unrealized -37.6%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $163 Shares 2,750 Est. Cost $47.53 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $509 Shares 5,501 Est. Cost $80.63 Unrealized
PDLB PONCE FINANCIAL GROUP INC 0.0%
Value ($000) $46 Shares 2,800 Est. Cost $11.06 Unrealized +39.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $36 Shares 686 Est. Cost $51.74 Unrealized +7.3%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $202 Shares 654 Est. Cost $198.94 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $92 Shares 1,515 Est. Cost $29.94 Unrealized +106.3%
ESML ISHARES TR 0.1%
Value ($000) $167 Shares 3,628 Est. Cost $38.01 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $353 Shares 619 Est. Cost $399.49 Unrealized +39.9%
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $86 Shares 2,719 Est. Cost $29.11 Unrealized
NXT NEXTPOWER INC 0.0%
Value ($000) $23 Shares 262 Est. Cost $41.68 Unrealized +117.5%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $689 Shares 25,134 Est. Cost $39.35 Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $10 Shares 102 Est. Cost $42.88 Unrealized +77.7%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $84 Shares 1,900 Est. Cost $37.56 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $36 Shares 749 Est. Cost $47.07 Unrealized -4.2%
HSDT SOLANA CO 0.0%
Value ($000) $1 Shares 235 Est. Cost $9.16 Unrealized -27.9%
DGRO ISHARES TR 0.1%
Value ($000) $125 Shares 1,794 Est. Cost $53.18 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $138 Shares 3,118 Est. Cost $32.06 Unrealized
MMM 3M CO 0.0%
Value ($000) $65 Shares 408 Est. Cost $76.40 Unrealized +113.6%
SOXX ISHARES TR 0.0%
Value ($000) $22 Shares 72 Est. Cost $331.38 Unrealized
MPB MID PENN BANCORP INC 0.0%
Value ($000) $26 Shares 852 Est. Cost $26.31 Unrealized +11.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $12 Shares 131 Est. Cost $74.49 Unrealized
XOVR ENTREPRENEURSHARES SERIES TR 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $18.01 Unrealized
FORA FORIAN INC 0.0%
Value ($000) $32 Shares 15,000 Est. Cost $2.57 Unrealized -14.9%
QUAL ISHARES TR 0.0%
Value ($000) $89 Shares 450 Est. Cost $131.56 Unrealized
QVAL EA SERIES TRUST 0.0%
Value ($000) $44 Shares 905 Est. Cost $40.49 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $51 Shares 212 Est. Cost $197.82 Unrealized +21.2%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $32 Shares 350 Est. Cost $66.49 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $12 Shares 300 Est. Cost $31.19 Unrealized +23.7%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $74 Shares 2,755 Est. Cost $34.27 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $31.24 Unrealized +81.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $39 Shares 395 Est. Cost $72.33 Unrealized +31.0%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $49 Shares 838 Est. Cost $38.01 Unrealized +43.3%
ANF ABERCROMBIE & FITCH CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $144.98 Unrealized -39.7%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $38 Shares 130 Est. Cost $181.37 Unrealized +59.0%
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $223 Shares 5,871 Est. Cost $34.99 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $15 Shares 25 Est. Cost $375.30 Unrealized +46.5%
SRE SEMPRA 0.0%
Value ($000) $100 Shares 1,127 Est. Cost $68.43 Unrealized +32.3%
CISO CISO GLOBAL INC 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $1.24 Unrealized -33.9%
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $64 Shares 2,725 Est. Cost $18.72 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $30 Shares 500 Est. Cost $51.99 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $63 Shares 288 Est. Cost $63.29 Unrealized +231.6%
AOA ISHARES TR 0.0%
Value ($000) $79 Shares 880 Est. Cost $68.61 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $52 Shares 271 Est. Cost $183.40 Unrealized
NSTS NSTS BANCORP INC 0.0%
Value ($000) $11 Shares 850 Est. Cost $9.61 Unrealized +18.5%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $7 Shares 102 Est. Cost $43.40 Unrealized +42.5%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $79 Shares 375 Est. Cost $181.32 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $25 Shares 2,650 Est. Cost $7.72 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $106 Shares 1,820 Est. Cost $57.52 Unrealized
REAX THE REAL BROKERAGE INC 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $5.68 Unrealized -32.0%
AVSC AMERICAN CENTY ETF TR 0.0%
Value ($000) $42 Shares 709 Est. Cost $57.25 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $70 Shares 1,358 Est. Cost $46.55 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $14 Shares 104 Est. Cost $97.88 Unrealized +46.7%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $37 Shares 757 Est. Cost $49.46 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $43 Shares 1,621 Est. Cost $32.00 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $16 Shares 537 Est. Cost $28.89 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $53 Shares 300 Est. Cost $160.54 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $4.80 Unrealized +71.5%
IWP ISHARES TR 0.0%
Value ($000) $20 Shares 143 Est. Cost $117.50 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $31 Shares 397 Est. Cost $75.11 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $36 Shares 300 Est. Cost $85.33 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $2 Shares 32 Est. Cost $32.53 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $3 Shares 289 Est. Cost $8.99 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $7 Shares 167 Est. Cost $21.24 Unrealized +93.8%
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $22 Shares 309 Est. Cost $55.30 Unrealized
PD PAGERDUTY INC 0.0%
Value ($000) $3 Shares 202 Est. Cost $21.65 Unrealized -32.6%
LONA ATHIRA PHARMA INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $3.92 Unrealized +16.7%
FDSB FIFTH DIST BANCORP INC 0.0%
Value ($000) $8 Shares 550 Est. Cost $12.04 Unrealized +14.1%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $24.35 Unrealized -59.6%
HOLX HOLOGIC INC 0.0%
Value ($000) $7 Shares 88 Est. Cost $68.97 Unrealized +5.9%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.46 Unrealized +15.4%
NMAX NEWSMAX INC 0.0%
Value ($000) $1 Shares 124 Est. Cost $26.66 Unrealized -64.0%
IWF ISHARES TR 0.0%
Value ($000) $55 Shares 116 Est. Cost $362.70 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $15 Shares 168 Est. Cost $41.66 Unrealized +107.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $31 Shares 216 Est. Cost $111.70 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $5 Shares 4 Est. Cost $748.55 Unrealized +56.6%
ASML ASML HOLDING N V 0.0%
Value ($000) $5 Shares 5 Est. Cost $860.24 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $73 Shares 664 Est. Cost $77.28 Unrealized +42.1%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $9 Shares 147 Est. Cost $50.06 Unrealized +21.3%
SUSA ISHARES TR 0.0%
Value ($000) $17 Shares 122 Est. Cost $107.33 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $9 Shares 147 Est. Cost $52.51 Unrealized +12.1%
IWN ISHARES TR 0.0%
Value ($000) $18 Shares 100 Est. Cost $176.81 Unrealized
EMNT PIMCO ETF TR 0.1%
Value ($000) $144 Shares 1,459 Est. Cost $97.93 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $2 Shares 10 Est. Cost $91.40 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 350 Est. Cost $62.24 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $37 Shares 562 Est. Cost $58.35 Unrealized
INDI INDIE SEMICONDUCTOR INC 0.0%
Value ($000) $3 Shares 765 Est. Cost $6.52 Unrealized -32.8%
SUSB ISHARES TR 0.1%
Value ($000) $149 Shares 5,890 Est. Cost $24.48 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $4 Shares 44 Est. Cost $61.03 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $933.09 Unrealized +16.8%
CHWY CHEWY INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.14 Unrealized +56.8%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $276 Shares 3,505 Est. Cost $77.56 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $4 Shares 45 Est. Cost $71.00 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $2 Shares 81 Est. Cost $19.26 Unrealized
CLST CATALYST BANCORP INC 0.0%
Value ($000) $2 Shares 125 Est. Cost $11.65 Unrealized +23.9%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 515 Est. Cost $24.63 Unrealized
QXO QXO INC 0.0%
Value ($000) $23 Shares 1,171 Est. Cost $15.63 Unrealized +22.6%
IWS ISHARES TR 0.0%
Value ($000) $31 Shares 220 Est. Cost $124.27 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $138.52 Unrealized +23.8%
AGG ISHARES TR 0.0%
Value ($000) $81 Shares 811 Est. Cost $100.25 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $129.19 Unrealized +26.5%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $3 Shares 12 Est. Cost $191.17 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $332.61 Unrealized +40.2%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $2 Shares 206 Est. Cost $10.48 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $63.86 Unrealized +151.4%
BCS BARCLAYS PLC 0.0%
Value ($000) $1 Shares 51 Est. Cost $20.69 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $2 Shares 2 Est. Cost $648.59 Unrealized +26.1%
ARKK ARK ETF TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $52.37 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $108.93 Unrealized +10.8%
EWJ ISHARES INC 0.0%
Value ($000) $35 Shares 438 Est. Cost $64.14 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $276.71 Unrealized +59.9%
RACE FERRARI N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $479.13 Unrealized -16.5%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $0 Shares 31 Est. Cost $45.74 Unrealized -60.5%
COCH ENVOY MEDICAL INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $2.72 Unrealized -70.9%
IBMR ISHARES TR 0.0%
Value ($000) $56 Shares 2,219 Est. Cost $25.49 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $1 Shares 62 Est. Cost $14.16 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $2 Shares 236 Est. Cost $8.42 Unrealized
NECB NORTHEAST CMNTY BANCORP INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.39 Unrealized +2.6%
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.89 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $16 Shares 2,525 Est. Cost $5.08 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $19.87 Unrealized +78.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2 Shares 6 Est. Cost $376.01 Unrealized +10.0%
IWR ISHARES TR 0.0%
Value ($000) $65 Shares 675 Est. Cost $84.89 Unrealized
IBMP ISHARES TR 0.0%
Value ($000) $57 Shares 2,231 Est. Cost $25.45 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $1 Shares 4 Est. Cost $121.71 Unrealized +30.4%
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $60 Shares 2,000 Est. Cost $29.78 Unrealized
TMFC RBB FD INC 0.0%
Value ($000) $9 Shares 132 Est. Cost $56.26 Unrealized
STCE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $32.80 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $7 Shares 126 Est. Cost $40.49 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $90 Shares 1,885 Est. Cost $44.01 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1117.50 Unrealized +25.0%
ITOT ISHARES TR 0.0%
Value ($000) $8 Shares 54 Est. Cost $126.59 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $25 Shares 180 Est. Cost $125.04 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $1 Shares 212 Est. Cost $4.54 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $78.24 Unrealized +14.7%
MUB ISHARES TR 0.0%
Value ($000) $27 Shares 250 Est. Cost $105.44 Unrealized
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $1 Shares 4 Est. Cost $264.02 Unrealized -14.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $0 Shares 14 Est. Cost $20.21 Unrealized
GSK GSK PLC 0.0%
Value ($000) $1 Shares 26 Est. Cost $43.19 Unrealized
ECBK ECB BANCORP INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.42 Unrealized +23.7%
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $241.50 Unrealized +9.9%
IBMQ ISHARES TR 0.0%
Value ($000) $57 Shares 2,217 Est. Cost $25.63 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.24 Unrealized +59.8%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $180.81 Unrealized +36.5%
CVNA CARVANA CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $274.18 Unrealized +35.6%
SRBK SR BANCORP INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.29 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $201.68 Unrealized +7.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $36 Shares 108 Est. Cost $282.97 Unrealized +20.5%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $114.55 Unrealized +8.1%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $3 Shares 7 Est. Cost $419.95 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.16 Unrealized +6.1%
EMCR DBX ETF TR 0.0%
Value ($000) $6 Shares 171 Est. Cost $27.74 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $23.93 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $91.77 Unrealized -19.5%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $92.42 Unrealized +59.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $2 Shares 5 Est. Cost $345.95 Unrealized -3.4%
EVX VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 155 Est. Cost $58.83 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 178 Est. Cost $6.70 Unrealized
NBBK NB BANCORP INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.68 Unrealized +7.6%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $402.00 Unrealized +129.6%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $179.52 Unrealized +21.2%
ARGX ARGENX SE 0.0%
Value ($000) $1 Shares 1 Est. Cost $738.00 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.28 Unrealized -20.6%
NLR VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.75 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $8 Shares 86 Est. Cost $66.38 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value ($000) $1 Shares 6 Est. Cost $38.33 Unrealized +102.2%
PEW GRABAGUN DIGITAL HLDGS INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $7.81 Unrealized -48.9%
BANK AMERICA CORP 0.0%
Value ($000) $4 Shares 3 Est. Cost $1273.33 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $249.98 Unrealized -12.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $103.53 Unrealized +6.5%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $33.55 Unrealized +52.9%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $3.85 Unrealized +149.6%
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $301.75 Unrealized +21.9%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $229.21 Unrealized +36.7%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $482.47 Unrealized +9.2%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $0 Shares 8 Est. Cost $36.25 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.73 Unrealized +14.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $1 Shares 16 Est. Cost $72.69 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $1 Shares 39 Est. Cost $26.10 Unrealized
WIX WIX COM LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $150.49 Unrealized -19.7%
DEO DIAGEO PLC 0.0%
Value ($000) $1 Shares 8 Est. Cost $95.50 Unrealized
NIO NIO INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $6.75 Unrealized
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.57 Unrealized -10.6%
WRB BERKLEY W R CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $66.24 Unrealized +9.8%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $12.05 Unrealized +80.6%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $561.33 Unrealized -15.1%
ACM AECOM 0.0%
Value ($000) $0 Shares 2 Est. Cost $120.14 Unrealized -2.4%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $227.40 Unrealized +16.8%
WELLS FARGO CO NEW 0.0%
Value ($000) $4 Shares 3 Est. Cost $1282.33 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 1 Est. Cost $357.69 Unrealized -37.1%
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $265.09 Unrealized +10.6%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $503.08 Unrealized -17.7%
OTLY OATLY GROUP AB 0.0%
Value ($000) $0 Shares 12 Est. Cost $9.83 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.20 Unrealized +10.0%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 56 Est. Cost $8.98 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $1 Shares 2 Est. Cost $173.22 Unrealized +31.4%
VFC V F CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $16.43 Unrealized -1.3%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $0 Shares 7 Est. Cost $85.33 Unrealized -30.7%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $60.40 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $1 Shares 13 Est. Cost $59.62 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $24 Shares 323 Est. Cost $80.71 Unrealized -13.4%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $194.38 Unrealized +13.8%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $12.65 Unrealized +44.0%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 552 Est. Cost $37.76 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.56 Unrealized +19.5%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $317.31 Unrealized +2.9%
GDDY GODADDY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $191.07 Unrealized -32.3%
IBMO ISHARES TR 0.0%
Value ($000) $57 Shares 2,221 Est. Cost $25.66 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $171.74 Unrealized +6.0%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $0 Shares 36 Est. Cost $8.28 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.95 Unrealized +14.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $209.54 Unrealized -15.6%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $53.24 Unrealized +10.3%
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $48.25 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.62 Unrealized +13.6%
MNDY MONDAY COM LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $230.24 Unrealized -26.9%
STLA STELLANTIS N.V 0.0%
Value ($000) $0 Shares 28 Est. Cost $9.36 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $0 Shares 2 Est. Cost $121.50 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $431.82 Unrealized +49.9%
BCC BOISE CASCADE CO DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $112.24 Unrealized -35.2%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $484.00 Unrealized
FER FERROVIAL SE 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.87 Unrealized +18.2%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.30 Unrealized -8.9%
RTO RENTOKIL INITIAL PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.25 Unrealized
ATI ATI INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $68.45 Unrealized +42.4%
BC BRUNSWICK CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.68 Unrealized +35.9%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.38 Unrealized +46.4%
ERIE ERIE INDTY CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $343.75 Unrealized -13.2%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.67 Unrealized +26.4%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $1 Shares 204 Est. Cost $2.71 Unrealized -6.2%
BRKR BRUKER CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.55 Unrealized +18.8%
ALC ALCON AG 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.45 Unrealized -7.7%
RNGR RANGER ENERGY SVCS INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $11.52 Unrealized +17.9%
RNA AVIDITY BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.43 Unrealized +59.8%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.82 Unrealized +54.2%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $48.27 Unrealized +17.4%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $2 Shares 156 Est. Cost $15.94 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $35.64 Unrealized
BH BIGLARI HLDGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $181.92 Unrealized +84.6%
QEFA SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 10 Est. Cost $88.00 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $196.94 Unrealized +19.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.01 Unrealized +5.1%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $2 Shares 13 Est. Cost $130.31 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.56 Unrealized -2.2%
ITT ITT INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $142.42 Unrealized +25.8%
DSI ISHARES TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $110.26 Unrealized
NOV NOV INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $14.96 Unrealized -0.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $102.61 Unrealized -7.8%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $143.99 Unrealized +31.3%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.87 Unrealized +21.9%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.05 Unrealized -2.3%
PWR QUANTA SVCS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $365.92 Unrealized +20.0%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.74 Unrealized +74.0%
WPC WP CAREY INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $65.10 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $172.96 Unrealized +14.7%
LAZ LAZARD INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $49.73 Unrealized +0.4%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $181.53 Unrealized +6.7%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $142.43 Unrealized +13.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $0 Shares 1 Est. Cost $201.52 Unrealized -4.1%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 2 Est. Cost $209.53 Unrealized +2.0%
AOM ISHARES TR 0.0%
Value ($000) $6 Shares 135 Est. Cost $42.15 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.92 Unrealized +38.8%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.17 Unrealized +17.6%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.97 Unrealized +25.7%
LOGI LOGITECH INTL S A 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.25 Unrealized +13.3%
RRC RANGE RES CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.69 Unrealized -1.2%
NNN NNN REIT INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.33 Unrealized
RFL RAFAEL HLDGS INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $1.68 Unrealized -22.9%
MTN VAIL RESORTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $148.56 Unrealized -0.9%
EXEL EXELIXIS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $36.11 Unrealized +14.5%
IEX IDEX CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $175.50 Unrealized -2.7%
DJTWW TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $0 Shares 14 Est. Cost $10.36 Unrealized
KBH KB HOME 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.88 Unrealized +2.1%
TTC TORO CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.95 Unrealized +4.2%
INCY INCYTE CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $79.04 Unrealized +22.4%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.65 Unrealized +23.0%
WING WINGSTOP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $260.10 Unrealized -4.8%
STAG STAG INDL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.33 Unrealized
XPO XPO INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.17 Unrealized +21.4%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $196.47 Unrealized -7.3%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.27 Unrealized -6.7%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $6 Shares 555 Est. Cost $9.79 Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.51 Unrealized +7.3%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.43 Unrealized -25.6%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $0 Shares 23 Est. Cost $11.30 Unrealized
TS TENARIS S A 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.00 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.48 Unrealized +24.5%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.79 Unrealized +14.5%
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $174.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.23 Unrealized +10.0%
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $22.09 Unrealized +7.6%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.85 Unrealized -50.2%
ORI OLD REP INTL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.04 Unrealized +13.3%
IDA IDACORP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.84 Unrealized +5.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $153.12 Unrealized +12.5%
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $87.97 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $66.43 Unrealized +1.3%
MUR MURPHY OIL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.52 Unrealized +20.7%
MMS MAXIMUS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.03 Unrealized +5.5%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $177.42 Unrealized +13.9%
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.05 Unrealized +65.2%
CNA CNA FINL CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $45.70 Unrealized +0.3%
R RYDER SYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $146.96 Unrealized +22.3%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.05 Unrealized +13.9%
APA APA CORPORATION 0.0%
Value ($000) $0 Shares 20 Est. Cost $17.46 Unrealized +38.2%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $121.50 Unrealized
BRBS BLUE RIDGE BANKSHARES INC VA 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.19 Unrealized +33.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.34 Unrealized +20.6%
EVRG EVERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $70.25 Unrealized +7.4%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.60 Unrealized -85.1%
GL GLOBE LIFE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $120.89 Unrealized +12.0%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.98 Unrealized +22.6%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $1 Shares 12 Est. Cost $50.08 Unrealized
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.44 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.30 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.00 Unrealized
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.91 Unrealized +2.8%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.33 Unrealized +6.6%
GMAB GENMAB A/S 0.0%
Value ($000) $0 Shares 8 Est. Cost $30.75 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.00 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.00 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.34 Unrealized -1.9%
HEI HEICO CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $243.50 Unrealized +29.8%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.68 Unrealized +14.4%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.12 Unrealized +14.9%
QIAGEN NV 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.00 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $65.76 Unrealized
NE NOBLE CORP PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.55 Unrealized +6.1%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.82 Unrealized +5.9%