Nvest Wealth Strategies, Inc. Diversified Active

CIK: 0002106942 · Show all filings

Period: Q4 2025

Filing Date: Jan 28, 2026

Total Value ($000): $136,280 (99.2% shares, 0.8% debt)

Holdings (216)

JHMM JOHN HANCOCK EXCHANGE TRADED 20.7%
Value ($000) $28,261 Shares 431,594 Est. Cost $65.48 Unrealized
SCHG SCHWAB STRATEGIC TR 14.1%
Value ($000) $19,168 Shares 587,604 Est. Cost $32.62 Unrealized
BINV 2023 ETF SERIES TRUST 7.8%
Value ($000) $10,581 Shares 263,609 Est. Cost $40.14 Unrealized
AVUV AMERICAN CENTY ETF TR 7.6%
Value ($000) $10,343 Shares 101,419 Est. Cost $101.98 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 6.1%
Value ($000) $8,276 Shares 218,533 Est. Cost $37.87 Unrealized
DGRW WISDOMTREE TR 5.9%
Value ($000) $8,003 Shares 89,487 Est. Cost $89.43 Unrealized
SLYG SPDR SERIES TRUST 5.4%
Value ($000) $7,413 Shares 78,698 Est. Cost $94.19 Unrealized
IHDG WISDOMTREE TR 4.0%
Value ($000) $5,423 Shares 111,450 Est. Cost $48.66 Unrealized
HGER HARBOR ETF TRUST 3.6%
Value ($000) $4,919 Shares 198,185 Est. Cost $24.82 Unrealized
DXJ WISDOMTREE TR 3.4%
Value ($000) $4,688 Shares 32,522 Est. Cost $144.16 Unrealized
SLYV SPDR SERIES TRUST 3.4%
Value ($000) $4,633 Shares 50,927 Est. Cost $90.97 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 3.4%
Value ($000) $4,585 Shares 23,933 Est. Cost $191.56 Unrealized
UNP UNION PAC CORP 2.3%
Value ($000) $3,093 Shares 13,372 Est. Cost $227.32 Unrealized 0.0%
USEW EA SERIES TRUST 1.9%
Value ($000) $2,594 Shares 51,099 Est. Cost $50.75 Unrealized
FNDF SCHWAB STRATEGIC TR 1.5%
Value ($000) $2,087 Shares 46,154 Est. Cost $45.21 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $1,290 Shares 6,919 Est. Cost $186.13 Unrealized 0.0%
AVMV AMERICAN CENTY ETF TR 0.8%
Value ($000) $1,037 Shares 14,560 Est. Cost $71.20 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $933 Shares 5,000 Est. Cost $186.13 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR 0.6%
Value ($000) $788 Shares 8,384 Est. Cost $93.97 Unrealized
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $724 Shares 2,398 Est. Cost $302.11 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $572 Shares 2,105 Est. Cost $268.34 Unrealized 0.0%
PPG PPG INDS INC 0.4%
Value ($000) $505 Shares 4,931 Est. Cost $100.11 Unrealized 0.0%
GEW EA SERIES TRUST 0.3%
Value ($000) $434 Shares 8,437 Est. Cost $51.40 Unrealized
COM DIREXION SHS ETF TR 0.2%
Value ($000) $333 Shares 11,252 Est. Cost $29.58 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $330 Shares 537 Est. Cost $614.31 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $290 Shares 3,176 Est. Cost $91.45 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $271 Shares 1,174 Est. Cost $228.79 Unrealized 0.0%
TCHP T ROWE PRICE ETF INC 0.2%
Value ($000) $264 Shares 5,291 Est. Cost $49.86 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.2%
Value ($000) $222 Shares 1,142 Est. Cost $171.51 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $171 Shares 963 Est. Cost $181.03 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $161 Shares 1,000 Est. Cost $160.56 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $151 Shares 1,308 Est. Cost $117.70 Unrealized 0.0%
USFR WISDOMTREE TR 0.1%
Value ($000) $150 Shares 2,987 Est. Cost $50.32 Unrealized
BP BP PLC 0.1%
Value ($000) $136 Shares 3,916 Est. Cost $34.73 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $136 Shares 302 Est. Cost $443.29 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $132 Shares 924 Est. Cost $147.17 Unrealized 0.0%
QGRO AMERICAN CENTY ETF TR 0.1%
Value ($000) $124 Shares 1,085 Est. Cost $114.52 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $124 Shares 256 Est. Cost $500.58 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $123 Shares 200 Est. Cost $614.31 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $110 Shares 192 Est. Cost $555.50 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $95 Shares 108 Est. Cost $813.35 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $79 Shares 258 Est. Cost $305.09 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $79 Shares 136 Est. Cost $565.16 Unrealized 0.0%
VRSN VERISIGN INC 0.1%
Value ($000) $78 Shares 320 Est. Cost $250.80 Unrealized 0.0%
STE STERIS PLC 0.1%
Value ($000) $70 Shares 277 Est. Cost $251.13 Unrealized 0.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $69 Shares 221 Est. Cost $285.60 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $62 Shares 193 Est. Cost $309.53 Unrealized 0.0%
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $62 Shares 2,500 Est. Cost $24.77 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $61 Shares 56 Est. Cost $955.55 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $60 Shares 263 Est. Cost $227.54 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $58 Shares 188 Est. Cost $300.80 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $57 Shares 273 Est. Cost $197.01 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $54 Shares 135 Est. Cost $396.31 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $51 Shares 1,250 Est. Cost $41.08 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $49 Shares 94 Est. Cost $494.21 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $47 Shares 1,130 Est. Cost $34.79 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $42 Shares 250 Est. Cost $158.36 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $41 Shares 520 Est. Cost $82.94 Unrealized 0.0%
GOOG ALPHABET INC 0.0%
Value ($000) $38 Shares 121 Est. Cost $286.33 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $36 Shares 105 Est. Cost $364.59 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $36 Shares 210 Est. Cost $170.79 Unrealized 0.0%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $34 Shares 309 Est. Cost $109.66 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $33 Shares 51 Est. Cost $609.04 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $33 Shares 191 Est. Cost $170.73 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $33 Shares 95 Est. Cost $357.00 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $32 Shares 264 Est. Cost $115.49 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $31 Shares 174 Est. Cost $166.47 Unrealized 0.0%
IXJ ISHARES TR 0.0%
Value ($000) $30 Shares 310 Est. Cost $97.40 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $28 Shares 347 Est. Cost $80.03 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $26 Shares 185 Est. Cost $143.72 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 41 Est. Cost $632.61 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $25 Shares 900 Est. Cost $26.29 Unrealized 0.0%
TFI SPDR SERIES TRUST 0.0%
Value ($000) $25 Shares 554 Est. Cost $45.71 Unrealized
RUSHB RUSH ENTERPRISES INC 0.0%
Value ($000) $25 Shares 450 Est. Cost $54.52 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $24 Shares 36 Est. Cost $667.32 Unrealized 0.0%
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $24 Shares 864 Est. Cost $27.38 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $23 Shares 800 Est. Cost $25.98 Unrealized 0.0%
ASGN ASGN INC 0.0%
Value ($000) $22 Shares 466 Est. Cost $46.10 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $22 Shares 100 Est. Cost $212.55 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $21 Shares 80 Est. Cost $254.06 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $21 Shares 168 Est. Cost $127.30 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $21 Shares 68 Est. Cost $303.90 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $20 Shares 19 Est. Cost $1069.89 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $20 Shares 150 Est. Cost $132.37 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $20 Shares 390 Est. Cost $43.31 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $19 Shares 106 Est. Cost $173.32 Unrealized 0.0%
ORLA ORLA MNG LTD NEW 0.0%
Value ($000) $19 Shares 1,431 Est. Cost $12.14 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $19 Shares 33 Est. Cost $578.81 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $19 Shares 650 Est. Cost $23.37 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $19 Shares 151 Est. Cost $123.26 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $17 Shares 334 Est. Cost $55.20 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $17 Shares 71 Est. Cost $222.19 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $17 Shares 966 Est. Cost $16.29 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $16 Shares 400 Est. Cost $41.55 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $101.49 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $16 Shares 20 Est. Cost $867.08 Unrealized 0.0%
GATX GATX CORP 0.0%
Value ($000) $16 Shares 95 Est. Cost $164.34 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $16 Shares 24 Est. Cost $660.69 Unrealized 0.0%
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $16 Shares 789 Est. Cost $19.87 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $38.77 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $16 Shares 166 Est. Cost $107.81 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $16 Shares 42 Est. Cost $356.97 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $16 Shares 18 Est. Cost $905.73 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $15 Shares 900 Est. Cost $16.49 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $15 Shares 50 Est. Cost $298.78 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $15 Shares 32 Est. Cost $467.69 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $252.20 Unrealized 0.0%
FEAM 5E ADVANCED MATERIALS INC 0.0%
Value ($000) $13 Shares 4,243 Est. Cost $4.40 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.03 Unrealized 0.0%
WS WORTHINGTON STL INC 0.0%
Value ($000) $12 Shares 334 Est. Cost $32.88 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $11 Shares 32 Est. Cost $349.16 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $11 Shares 29 Est. Cost $367.96 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 244 Est. Cost $44.75 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $10 Shares 50 Est. Cost $204.09 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $10 Shares 103 Est. Cost $94.74 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $10 Shares 29 Est. Cost $340.38 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $90.20 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $92.75 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $10 Shares 50 Est. Cost $181.83 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $10 Shares 17 Est. Cost $558.95 Unrealized 0.0%
IVV ISHARES TR 0.0%
Value ($000) $10 Shares 14 Est. Cost $685.00 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $9 Shares 282 Est. Cost $32.39 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $9 Shares 219 Est. Cost $40.48 Unrealized 0.0%
DCI DONALDSON INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.42 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $183.13 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $145.91 Unrealized 0.0%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $8 Shares 25 Est. Cost $337.82 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $8 Shares 39 Est. Cost $224.60 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $8 Shares 43 Est. Cost $238.05 Unrealized 0.0%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $8 Shares 839 Est. Cost $9.65 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $8 Shares 50 Est. Cost $186.40 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $8 Shares 42 Est. Cost $192.67 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 27 Est. Cost $261.56 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $8 Shares 350 Est. Cost $25.25 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $7 Shares 42 Est. Cost $180.30 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $7 Shares 120 Est. Cost $59.36 Unrealized 0.0%
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.02 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $7 Shares 45 Est. Cost $151.40 Unrealized 0.0%
IBB ISHARES TR 0.0%
Value ($000) $7 Shares 40 Est. Cost $167.55 Unrealized
CBZ CBIZ INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $52.58 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $6 Shares 472 Est. Cost $12.83 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.17 Unrealized 0.0%
CHWY CHEWY INC 0.0%
Value ($000) $6 Shares 170 Est. Cost $34.72 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $6 Shares 80 Est. Cost $69.40 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $6 Shares 70 Est. Cost $78.67 Unrealized 0.0%
MTZ MASTEC INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $209.86 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $91.09 Unrealized 0.0%
CRWV COREWEAVE INC 0.0%
Value ($000) $5 Shares 73 Est. Cost $101.39 Unrealized 0.0%
MC MOELIS & CO 0.0%
Value ($000) $5 Shares 75 Est. Cost $65.79 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5 Shares 55 Est. Cost $90.02 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $5 Shares 62 Est. Cost $77.91 Unrealized 0.0%
SBLK STAR BULK CARRIERS CORP. 0.0%
Value ($000) $5 Shares 262 Est. Cost $18.67 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.80 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $445.64 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $5 Shares 8 Est. Cost $647.50 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $5 Shares 30 Est. Cost $163.18 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $146.41 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $337.21 Unrealized 0.0%
GNK GENCO SHIPPING & TRADING LTD 0.0%
Value ($000) $5 Shares 250 Est. Cost $17.56 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $4 Shares 35 Est. Cost $114.81 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $4 Shares 103 Est. Cost $40.85 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.57 Unrealized 0.0%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $4 Shares 2,525 Est. Cost $2.10 Unrealized 0.0%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 80 Est. Cost $48.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.17 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 31 Est. Cost $119.19 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $107.22 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $47.11 Unrealized 0.0%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $3 Shares 487 Est. Cost $9.62 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $163.37 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.95 Unrealized
FWRD FORWARD AIR CORP 0.0%
Value ($000) $3 Shares 120 Est. Cost $22.51 Unrealized 0.0%
IJS ISHARES TR 0.0%
Value ($000) $3 Shares 26 Est. Cost $113.73 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $3 Shares 35 Est. Cost $82.34 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $3 Shares 19 Est. Cost $141.21 Unrealized
NKE NIKE INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $64.91 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $87.19 Unrealized
GSK GSK PLC 0.0%
Value ($000) $2 Shares 48 Est. Cost $49.04 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $509.22 Unrealized 0.0%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $9.41 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 15 Est. Cost $146.60 Unrealized
PL PLANET LABS PBC 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.34 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $2 Shares 90 Est. Cost $24.58 Unrealized 0.0%
BITQ BITWISE FUNDS TRUST 0.0%
Value ($000) $2 Shares 92 Est. Cost $19.99 Unrealized
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $2 Shares 152 Est. Cost $12.01 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $144.60 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $198.37 Unrealized 0.0%
IYF ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $130.00 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $39.99 Unrealized 0.0%
AIQ GLOBAL X FDS 0.0%
Value ($000) $1 Shares 25 Est. Cost $51.04 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $109.53 Unrealized 0.0%
IHE ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $84.87 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $32.89 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $37.76 Unrealized 0.0%
BXP BXP INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.38 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $1 Shares 17 Est. Cost $65.22 Unrealized 0.0%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $25.56 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $201.75 Unrealized 0.0%
SH PROSHARES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.04 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 60 Est. Cost $10.12 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $76.59 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $27.11 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.50 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.89 Unrealized
PEW GRABAGUN DIGITAL HLDGS INC 0.0%
Value ($000) $0 Shares 133 Est. Cost $3.99 Unrealized 0.0%
NVAX NOVAVAX INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $7.54 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.33 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.30 Unrealized 0.0%
CHPT CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $9.45 Unrealized 0.0%
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.77 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.00 Unrealized
SKLZ SKILLZ INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $6.18 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.61 Unrealized 0.0%
OPENZ OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
OPENW OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
OPENL OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized