13F

Investor

NVWM, LLC

CIK 0001697274 · filed 2026-04-27 · SEC filing

13F book

$449.2M

Positions

747

59 new · 59 sold

Largest name

4.2%

Apple Inc. · AAPL

Est. mark

−$10.7M

Price effect on 685 names still held. Flow $297.9K.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL74.5K$18.9M4.2%−$1.12MAdded$2M
Microsoft CorpMSFT40.7K$15.1M3.4%−$4.49MAdded−$4.06M
Nvidia CorpNVDA84.7K$14.8M3.3%−$958.8KAdded−$21K
Amazon Com IncAMZN68.1K$14.2M3.2%−$1.51MAdded−$1.22M
Spdr Gold Tr26.9K$11.6M2.6%$915.7KCut$905K
Alphabet Inc40K$11.5M2.6%−$929.3KAdded$64.5K
Wisdomtree Tr199.8K$10.1M2.2%$4KCut−$375.8K
Vanguard Malvern Fds179.2K$8.95M2.0%$87.8KCut−$934.5K
Vanguard Bd Index Fds165K$8.21M1.8%−$8.65KAdded$369.9K
Ishares Tr75.1K$8.18M1.8%−$90.1KCut−$261.8K
Broadcom Inc.AVGO25.1K$7.78M1.7%−$841.2KAdded−$176.3K
Meta Platforms, Inc.META12.2K$6.99M1.6%−$1.07MAdded−$1.04M
Harbor Etf Trust212.3K$6.58M1.5%$871.2KAdded$3.09M
Ishares Tr24.6K$6.11M1.4%$30.3KAdded$2.05M
Select Sector Spdr Tr38.6K$5.66M1.3%−$316.2KCut−$332K
Netflix IncNFLX56.1K$5.39M1.2%$128.7KAdded$344K
Applied Matls Inc15.3K$5.23M1.2%$1.3MCut$906.1K
Advanced Micro Devices IncAMD24.9K$5.06M1.1%−$266.7KAdded−$260.2K
Chevron Corp NewCVX23.8K$4.91M1.1%$395.9KAdded$3.81M
Costco Whsl Corp New4.83K$4.82M1.1%$581.8KAdded$1.08M
Spdr Series Trust62K$4.75M1.1%−$77.5KAdded$3.06M
Berkshire Hathaway Inc Del9.15K$4.38M1.0%−$214.5KCut−$864K
Jpmorgan Chase & Co.14.8K$4.37M1.0%−$414KAdded−$385.4K
Ishares Tr43.3K$4.21M0.9%$39.2KAdded$785.5K
GE Vernova Inc.GEV4.66K$4.06M0.9%$1.02MCut$1M
Merck & Co., Inc.MRK32.9K$3.96M0.9%$494.3KCut$488.6K
Wells Fargo Co New48.4K$3.85M0.9%−$650.1KAdded−$605.9K
Visa Inc.V12.6K$3.8M0.8%−$609.4KCut−$1.14M
Palo Alto Networks IncPANW23.3K$3.74M0.8%−$470.1KAdded$109K
Vaneck Etf Trust40.5K$3.72M0.8%$243.2KCut−$626.7K
Walmart Inc.WMT29.7K$3.69M0.8%$382.3KCut$208.4K
Ishares Tr35.4K$3.44M0.8%$33.9KCut−$440.2K
Mastercard IncMA6.87K$3.43M0.8%−$484.8KAdded−$449.8K
Arista Networks, Inc.ANET27.6K$3.39M0.8%−$228.1KCut−$315.7K
Vanguard Index Fds9.7K$3.11M0.7%−$140.2KCut−$379.6K
Eli Lilly & CoLLY3.3K$3.04M0.7%−$504.1KAdded−$453.5K
Ishares Tr51.5K$2.93M0.7%$79.7KAdded$829.3K
American Express CoAXP9.39K$2.84M0.6%−$624.1KAdded−$582.7K
Ishares Tr28.5K$2.83M0.6%−$17.4KCut−$1.84M
Vanguard Bd Index Fds38.2K$2.81M0.6%−$16.1KAdded$34.4K
Cadence Design System Inc9.99K$2.78M0.6%−$279.9KAdded$256.4K
Tjx Cos Inc New17.3K$2.77M0.6%$104.2KAdded$140.9K
AbbVie Inc.ABBV12.3K$2.67M0.6%−$134.8KAdded−$133.3K
Ishares Gold Tr29.9K$2.63M0.6%$208.8KCut−$1.03M
Ishares Tr30.3K$2.63M0.6%−$6.91KAdded$1.34M
Thermo Fisher Scientific Inc.TMO5.33K$2.62M0.6%−$468.4KAdded−$466.5K
Asml Holding N V1.94K$2.57M0.6%$487.5KCut$181.5K
J P Morgan Exchange Traded F47.8K$2.42M0.5%$956Cut−$40.5K
Morgan Stanley14.7K$2.41M0.5%−$189.9KCut−$192.3K
Bank America Corp49K$2.39M0.5%−$301.8KAdded−$269K
Vanguard Star Fds30.4K$2.35M0.5%$50.8KCut−$71K
Starbucks CorpSBUX25.8K$2.31M0.5%$133.7KAdded$213.3K
Home Depot, Inc.HD6.99K$2.3M0.5%−$106.3KCut−$630K
Ati IncATI15.7K$2.29M0.5%$482.4KCut$462.7K
Ishares Tr28.2K$2.24M0.5%−$25.9KAdded$286.9K
Disney Walt Co23.2K$2.23M0.5%−$397.3KAdded−$363.9K
Waste Mgmt Inc Del9.39K$2.16M0.5%$94.6KAdded$96.9K
Spdr Index Shs Fds23.1K$2.15M0.5%$60KCut−$69K
Ishares Tr22.2K$2.08M0.5%−$21.9KAdded$1.19M
Nextera Energy Inc22.4K$2.08M0.5%$282.3KCut$281K
Eaton Corp PlcETN5.82K$2.08M0.5%$227.8KCut−$1.28M
Prologis Inc.15.3K$2.02M0.4%$69KCut$41.7K
Ishares Tr24.4K$2.01M0.4%−$5.42KAdded$218.5K
Quanta Svcs Inc3.63K$1.99M0.4%$450.5KAdded$494.4K
Ishares Tr21K$1.99M0.4%−$647Added$1.76M
Spdr Series Trust21.3K$1.95M0.4%$6.54KAdded$1.7M
Xcel Energy Inc24.5K$1.94M0.4%$136.5KCut$113.6K
Kla CorpKLAC1.31K$1.92M0.4%$336.4KCut−$36.7K
Pepsico IncPEP12.1K$1.88M0.4%$138.6KAdded$187.2K
Mcdonalds CorpMCD5.91K$1.84M0.4%$30.5KCut$14.6K
Taiwan Semiconductor Mfg Ltd5.42K$1.83M0.4%$181.2KAdded$216.3K
Lam Research CorpLRCX8.52K$1.82M0.4%$362.1KCut−$538.2K
Union Pac Corp7.43K$1.8M0.4%$83.9KCut$65.9K
Spdr S&P 500 Etf Tr2.76K$1.79M0.4%−$87.1KCut−$10.1M
T Rowe Price Etf Inc50.3K$1.79M0.4%−$132.3KCut−$135.3K
Duke Energy Corp New13.6K$1.78M0.4%$184.4KAdded$205.9K
Lockheed Martin CorpLMT2.9K$1.75M0.4%$483Added$1.75M
Spdr Series Trust13.7K$1.74M0.4%$79KAdded$83.5K
Palantir Technologies Inc.PLTR11.9K$1.74M0.4%−$243.9KAdded$366.4K
Agnico Eagle Mines LtdAEM8.43K$1.71M0.4%$275.9KAdded$313.2K
Invesco Exchange Traded Fd T8.74K$1.68M0.4%$1.94KAdded$643K
Citigroup Inc14.5K$1.65M0.4%−$46.7KAdded−$17K
Sonoco Prods Co29.9K$1.62M0.4%$312.1KCut$102.8K
Uber Technologies, IncUBER22.1K$1.59M0.4%−$216.6KCut−$784.7K
Johnson & JohnsonJNJ6.49K$1.59M0.4%$243.5KCut$243.3K
Crowdstrike Hldgs Inc4.06K$1.58M0.4%−$315.8KAdded−$304.4K
Procter And Gamble CoPG10.9K$1.58M0.4%$11.7KAdded$93.7K
Boeing Co7.88K$1.57M0.3%−$134.8KAdded−$51K
Clean Harbors IncCLH5.42K$1.55M0.3%$283KCut$274.6K
Abbott LabsABT15.1K$1.55M0.3%−$340.2KAdded−$336.5K
Ishares Tr29.1K$1.53M0.3%−$9.31KCut−$10.9K
Mercadolibre IncMELI881$1.52M0.3%−$245.6KAdded−$211K
Parker-Hannifin CorpPH1.69K$1.51M0.3%$27.5KCut$12.5K
Dell Technologies Inc.DELL9.05K$1.49M0.3%$346.3KCut−$1.28M
Monolithic Pwr Sys Inc1.33K$1.46M0.3%$236.9KAdded$310.2K
Edwards Lifesciences CorpEW17.8K$1.42M0.3%−$88.7KAdded−$40.2K
Amphenol Corp New11.2K$1.41M0.3%−$395Added$1.41M
Ross Stores, Inc.ROST6.49K$1.41M0.3%$236.9KCut$231.2K
Shopify Inc.SHOP11.8K$1.41M0.3%−$451.1KAdded−$309.5K
Ishares Inc25.1K$1.38M0.3%$21.6KCut−$23.3K
Danaher Corporation7.23K$1.37M0.3%−$280.8KAdded−$263.9K
Global X Fds26.8K$1.36M0.3%$80.8KCut−$714.2K
Oracle Corp9.06K$1.33M0.3%−$433.2KCut−$813.8K
Ishares Inc17.7K$1.33M0.3%$104.5KCut−$78.1K
Robinhood Mkts Inc19.2K$1.33M0.3%−$842.4KCut−$851.7K
Synopsys IncSNPS3.35K$1.33M0.3%−$245.4KCut−$256.7K
Pimco Etf Tr20.8K$1.33M0.3%New
Wisdomtree Tr8.26K$1.31M0.3%$119.1KCut−$155.9K
NIKE, Inc.NKE24.5K$1.3M0.3%−$154.9KAdded$362.3K
Blackrock Etf Trust44.9K$1.28M0.3%New
SharkNinja, Inc.SN12K$1.27M0.3%−$71.7KCut−$79.2K
J P Morgan Exchange Traded F18.8K$1.2M0.3%−$36.2KAdded$245.1K
Kraneshares Mount Lcs41.8K$1.18M0.3%$94KCut−$352K
Ishares Tr24.9K$1.17M0.3%−$169.5KAdded−$102.6K
Trane Technologies PlcTT2.77K$1.16M0.3%$76.4KCut−$498.4K
Select Sector Spdr Tr18.5K$1.13M0.3%$306.5KCut$242.7K
Ge Aerospace3.98K$1.13M0.3%−$1.02KAdded$1.12M
Argenx SEARGX1.53K$1.12M0.3%−$104.6KAdded$326.2K
Emerson Elec Co8.32K$1.09M0.2%−$14.1KCut−$20.1K
Alps Etf Tr20.6K$1.08M0.2%$115.5KCut−$387.5K
International Business Machs4.42K$1.07M0.2%−$232.3KAdded−$207.8K
Caterpillar IncCAT1.51K$1.07M0.2%$204.7KCut−$119.5K
Martin Marietta Matls Inc1.79K$1.05M0.2%−$60.8KCut−$67K
Spotify Technology S.A.SPOT2.13K$1.03M0.2%−$164.3KAdded$38.9K
Ferrari N.V.RACE3.09K$1.03M0.2%−$124.2KCut−$130.9K
Idexx Labs Inc1.81K$1.02M0.2%−$207.8KCut−$214.6K
Select Sector Spdr Tr7.51K$998.1K0.2%−$83.1KCut−$584.3K
J P Morgan Exchange Traded F17.5K$992.6K0.2%−$9.75KAdded−$4.37K
Freeport-Mcmoran IncFCX16.6K$978.4K0.2%$535Added$975K
Transdigm Group IncTDG844$978.2K0.2%−$144.2KCut−$150.9K
Heico Corp New3.53K$969K0.2%−$174.5KCut−$181K
PagSeguro Digital Ltd.PAGS96.2K$963.8K0.2%$36.6KCut$30.3K
Snowflake Inc.SNOW6.26K$944K0.2%−$426KAdded−$419.6K
Vulcan Matls Co3.31K$901.9K0.2%−$42.8KCut−$47.4K
Xylem Inc.XYL7.17K$856.9K0.2%−$119.6KCut−$124.4K
Ishares Inc10.6K$833.6K0.2%$63.4KCut−$65.3K
Icici Bank Limited31.5K$816.3K0.2%−$55.2KAdded$394.9K
Ishares Tr4.82K$814.5K0.2%$61Added$686.3K
Phillips 66PSX4.47K$814.3K0.2%$237.5KCut$196K
Vaneck Etf Trust2.12K$811.3K0.2%$49.2KCut$43.5K
Ishares Tr7.1K$783.6K0.2%$837Added$579.1K
Select Sector Spdr Tr15.5K$775.1K0.2%$71.7KCut$34.4K
Select Sector Spdr Tr16.9K$773.2K0.2%$52.6KAdded$71.2K
Postal Realty Trust, Inc.PSTL40.7K$756.1K0.2%$98.6KCut−$1.44K
Ishares Tr3.45K$754.2K0.2%$14KCut−$63.5K
Berkshire Hathaway Inc Del1$718.1K0.2%−$36.7KHeld
Viking Holdings LtdVIK9.74K$716K0.2%$20.2KCut−$26.4K
Salesforce, Inc.CRM3.68K$710.4K0.2%−$204.5KAdded−$123.4K
Pnc Finl Svcs Group Inc3.38K$704.2K0.2%−$85Added$676.4K
Ea Series Trust15K$687K0.2%New
Ishares Inc24.2K$681.9K0.2%$17.2KCut$4.75K
Goldman Sachs Group Inc799$676.1K0.2%−$26.4KCut−$102K
Spdr Series Trust10.2K$667K0.1%New
Ishares Tr10.1K$651K0.1%−$6.68KCut−$152.6K
Vanguard Intl Equity Index F7.84K$645.9K0.1%−$9.25KCut−$50.5K
Vaneck Etf Trust37.3K$645.2K0.1%−$66KCut−$80.1K
Johnson Ctls Intl Plc4.91K$642.4K0.1%$54.9KCut−$70.6K
Digital Rlty Tr Inc3.55K$639.1K0.1%$90.5KCut$86.3K
Spinnaker Etf Series15.7K$637.9K0.1%−$21.8KCut−$25.1K
Primoris Svcs Corp4.39K$628.4K0.1%$63.5KAdded$211.1K
Deere & CoDE1.11K$624.2K0.1%$108.3KCut−$35.1K
Lowes Cos Inc2.58K$608.4K0.1%−$249Added$596.1K
Cytokinetics IncCYTK9.22K$607.5K0.1%New
Ishares Tr5.46K$603K0.1%New
Ishares Tr3.84K$580.8K0.1%$39.4KCut$20.5K
Invesco Exch Traded Fd Tr Ii28.4K$578.8K0.1%New
J P Morgan Exchange Traded F8K$574.2K0.1%$241Held
Ishares Tr7.15K$572.3K0.1%−$183.3KCut−$663.1K
Select Sector Spdr Tr3.5K$565.7K0.1%$23.1KCut$22.2K
Global X Fds7.64K$541.6K0.1%$46.3KCut−$34.4K
Raymond James Finl Inc3.72K$538.8K0.1%−$56.1KAdded−$31.2K
Aerovironment IncAVAV2.82K$516.6K0.1%−$126.3KAdded−$2.53K
Public Svc Enterprise Grp In6.16K$498.3K0.1%$4KCut−$47.4K
Mp Materials Corp10.3K$495.5K0.1%−$360Added$487.5K
Adobe Inc.ADBE2.01K$487.6K0.1%−$214.5KCut−$214.8K
Ishares Tr4.51K$478.7K0.1%−$4.33KCut−$10.5K
Vanguard Specialized Funds2.16K$464.5K0.1%−$10.2KAdded−$8.22K
Ishares Tr2.14K$458.1K0.1%$3.66KAdded$226.7K
SoFi Technologies, Inc.SOFI27.9K$443.6K0.1%−$6.18KAdded$427.9K
Spdr Series Trust4.66K$427K0.1%$1.21KCut−$173K
Vistra Corp.VST2.58K$388K0.1%−$28KAdded−$23.1K
Boston Scientific CorpBSX6.08K$381.7K0.1%−$186.5KAdded−$163.7K
Capital One Finl Corp1.96K$357.2K0.1%−$2.04KAdded$349K
Ishares Tr3.93K$348K0.1%−$4.21KCut−$32.7K
Vanguard Index Fds568$339.4K0.1%−$15.2KAdded$16.4K
J P Morgan Exchange Traded F4.01K$339.3K0.1%−$33.2KHeld
Idacorp IncIDA2.32K$331.1K0.1%$38KHeld
Barclays Bank Plc6.35K$305.6K0.1%$66.9KCut−$638.2K
Ishares Tr3.14K$299.8K0.1%−$2.26KCut−$4.21M
Zoetis Inc.ZTS2.4K$283.9K0.1%−$15.7KAdded$24.4K
Proshares Tr5.22K$282.5K0.1%New
Pacer Fds Tr6.06K$272.1K0.1%$3.03KCut$2.23K
Select Sector Spdr Tr5.45K$269.2K0.1%−$28.6KAdded−$21.1K
Vanguard Intl Equity Index F3.45K$259.2K0.1%$5.31KCut−$393.3K
Ishares Tr1.74K$247.1K0.1%−$10.9KHeld
Alphabet Inc837$240.1K0.1%−$22.5KHeld
Celestica IncCLS819$230.4K0.1%−$12KCut−$13.2K
Ishares Tr1.39K$221.7K0.0%$2.65KCut−$397.1K
Ishares Tr3.51K$217K0.0%New
Invesco Exchange Traded Fd T2.67K$200.5K0.0%$374Cut−$59.7K
Select Sector Spdr Tr2.27K$186.1K0.0%$9.41KAdded$16.1K
Republic Svcs Inc814$178.3K0.0%$5.77KHeld
Iron Mtn Inc Del1.7K$173.6K0.0%$32.6KHeld
Tesla, Inc.TSLA433$161K0.0%−$33.8KCut−$38.3K
Vanguard Scottsdale Fds1.94K$153.7K0.0%−$892Cut−$15.6K
Invesco Exch Traded Fd Tr Ii2.02K$147.6K0.0%$3.47KHeld
Verizon Communications IncVZ2.93K$147.3K0.0%$26.6KAdded$33K
Spdr Series Trust969$141.4K0.0%$6.57KHeld
Bp Plc2.9K$136.2K0.0%$35.6KHeld
Ishares Tr4.47K$135.4K0.0%−$2.86KCut−$3.63K
Invesco Qqq Tr220$127K0.0%−$8.12KCut−$660.6K
Interactive Brokers Group In1.81K$121.7K0.0%$4.97KAdded$5.97K
Select Sector Spdr Tr1.08K$117.7K0.0%−$11.3KCut−$22.1K
Ishares Tr600$113.8K0.0%$5.03KHeld
Nebius Group N.V.NBIS1.09K$112.8K0.0%$21.8KHeld
Brookfield Infrast Partners3.08K$111.1K0.0%$4.24KHeld
Marvell Technology, Inc.MRVL1.08K$107K0.0%$15.2KHeld
Oreilly Automotive Inc1.13K$104.2K0.0%$1.24KCut−$35.8K
Regeneron Pharmaceuticals, Inc.REGN128$98.9K0.0%$98Held
Affirm Hldgs Inc2.14K$98.1K0.0%New
Qxo Inc5K$97.1K0.0%$650Held
Pimco Etf Tr920$92.5K0.0%$211Held
America Movil Sab De Cv3.6K$91.7K0.0%$17.3KHeld
Tractor Supply Co2.02K$91.5K0.0%−$9.51KCut−$9.76K
Williams Sonoma IncWSM501$91.3K0.0%$1.87KCut−$798.9K
Spdr Series Trust1.46K$82.7K0.0%−$336Held
Pfizer IncPFE2.92K$82.1K0.0%$9.31KCut−$614.6K
Wisdomtree Tr1.86K$82K0.0%$576Added$38K
Constellation Energy CorpCEG290$81K0.0%−$21.5KCut−$21.8K
Exxon Mobil Corp467$79.2K0.0%$23KHeld
Ppl Corp2.01K$77.4K0.0%$6.97KHeld
BlackRock, Inc.BLK80$76.9K0.0%−$8.69KHeld
Vanguard World Fd275$74.9K0.0%−$4.27KHeld
Equifax IncEFX407$73.3K0.0%−$14.9KAdded−$14.4K
Colgate Palmolive CoCL792$67.5K0.0%$4.92KCut$3.73K
Philip Morris Intl Inc407$67.3K0.0%$2.01KHeld
Invesco Actvely Mngd Etc Fd3.74K$64.7K0.0%$15.2KHeld
Coca Cola CoKO840$64.3K0.0%$5.6KHeld
Comcast Corp New2.13K$61.2K0.0%−$2.49KAdded−$2.17K
General Dynamics CorpGD164$56.3K0.0%$1.08KHeld
Church & Dwight Co Inc600$56K0.0%$5.69KCut$4.85K
American Elec Pwr Co Inc423$55.4K0.0%$6.67KHeld
Amgen IncAMGN156$54.9K0.0%$3.83KHeld
Cognex CorpCGNX1.04K$50.8K0.0%$13.5KHeld
RTX CorpRTX251$48.4K0.0%$2.38KHeld
Schwab Charles Corp515$48.4K0.0%−$3.05KHeld
Provident Finl Svcs Inc2.17K$46K0.0%$3.06KHeld
3M COMMM295$42.8K0.0%−$4.33KAdded−$3.75K
Exelon CorpEXC867$42.5K0.0%$4.71KHeld
Marriott Intl Inc New128$41.9K0.0%$2.15KHeld
Yum Brands IncYUM244$37.9K0.0%$1.02KHeld
Proshares Tr1K$37.9K0.0%$1.9KHeld
Ishares Bitcoin Trust EtfIBIT972$37.3K0.0%−$10.9KCut−$567.5K
Ishares Inc300$36.9K0.0%$7.74KHeld
Medtronic PlcMDT422$36.6K0.0%−$3.97KHeld
United Airls Hldgs Inc388$35.7K0.0%−$7.66KHeld
Southern Co327$31.6K0.0%$3KAdded$3.48K
D-Wave Quantum Inc.QBTS2.1K$30.3K0.0%−$24.6KHeld
Oklo Inc.OKLO610$30.3K0.0%−$13.5KHeld
Airbnb, Inc.ABNB233$29.4K0.0%−$322Added$24.8K
Delta Air Lines Inc DelDAL438$29.1K0.0%−$1.28KHeld
Altria Group, Inc.MO422$27.8K0.0%$3.52KHeld
Eastman Chem Co364$27.8K0.0%$4.55KHeld
Becton Dickinson & CoBDX175$27.5K0.0%−$6.45KCut−$7.61K
Legg Mason Etf Invt630$26.8K0.0%$1.69KCut−$546
At&T Inc883$25.6K0.0%$3.47KAdded$4.92K
Ishares Tr204$25.4K0.0%$842Held
Ford Mtr Co2.17K$25.1K0.0%−$3.44KHeld
Ishares Tr38$24.8K0.0%−$1.21KCut−$10.8K
Arcutis Biotherapeutics, Inc.ARQT1K$23.6K0.0%−$5.48KHeld
Honeywell Intl Inc102$23.1K0.0%$3.16KHeld
Pacer Fds Tr359$22.5K0.0%$858Held
Global X Fds468$21.8K0.0%−$1.96KHeld
Parke Bancorp, Inc.PKBK763$21.7K0.0%$2.56KHeld
Block H & R Inc676$21.5K0.0%−$8KHeld
Tidal Trust I440$21.2K0.0%−$1.28KHeld
Vanguard Scottsdale Fds252$20.9K0.0%−$252Cut−$5.28K
Oceanfirst Finl Corp1.15K$20.7K0.0%$103Held
Veralto CorpVLTO234$20.7K0.0%−$2.66KCut−$7.95K
Toyota Motor Corp100$20.6K0.0%−$797Held
Chipotle Mexican Grill IncCMG618$19.8K0.0%−$2.89KAdded−$1.68K
Itt Inc.ITT100$19.1K0.0%$1.7KHeld
Cisco Sys Inc244$19K0.0%$149Held
Gallagher Arthur J & Co87$18.8K0.0%−$3.67KCut−$3.93K
Vanguard World Fd166$18.6K0.0%New
Select Sector Spdr Tr164$18.2K0.0%−$1.12KCut−$8.54K
Select Sector Spdr Tr445$18.2K0.0%New
Invesco Exchange Traded Fd T1.3K$17.9K0.0%−$494Held
Spdr Series Trust70$17.8K0.0%New
Sony Group Corp800$16.6K0.0%−$3.92KHeld
Joby Aviation Inc2K$16.5K0.0%−$4.94KAdded$3.32K
Mondelez Intl Inc279$16.1K0.0%$952Added$2.62K
Putnam Etf Trust1.8K$15.5K0.0%−$82Held
Medical Pptys Trust IncMPT3.32K$15.4K0.0%−$1.23KHeld
Ssga Active Tr500$14.4K0.0%$680Held
Micron Technology IncMU42$14.2K0.0%$2.04KAdded$3.06K
Northern Dynasty Minerals Lt10K$14K0.0%−$5.7KHeld
Intel CorpINTC307$13.5K0.0%$2.14KAdded$2.63K
Yum China Hldgs Inc251$12.2K0.0%$249Added$786
Grayscale Bitcoin Trust EtfGBTC228$12K0.0%−$3.56KCut−$535.5K
Vanguard Malvern Fds155$11.8K0.0%$45Held
Weyerhaeuser Co Mtn BeWY458$11.2K0.0%$339Held
Millrose Pptys Inc393$11K0.0%−$735Held
Datadog, Inc.DDOG93$11K0.0%−$1.67KCut−$1.57M
Direxion Shs Etf Tr482$10.8K0.0%New
Dominion Energy, IncD168$10.4K0.0%$407Added$3K
Archer Aviation Inc2K$10.3K0.0%−$4.7KHeld
CARRIER GLOBAL CorpCARR180$10.1K0.0%$625Cut$361
Calamos Etf Tr400$10.1K0.0%−$640Held
Generac Hldgs Inc49$9.57K0.0%$2.89KHeld
Zimmer Biomet Holdings, Inc.ZBH105$9.49K0.0%$52Held
ServiceNow, Inc.NOW90$9.41K0.0%−$4.38KCut−$790.9K
Invesco Currencyshares Japan150$8.68K0.0%New
James Hardie Inds Plc450$8.52K0.0%−$815Held
Wisdomtree Tr150$8.15K0.0%New
Unitedhealth Group IncUNH30$8.12K0.0%−$1.79KCut−$2.78K
Vanguard World Fd112$8.03K0.0%New
Prudential Finl Inc81$7.91K0.0%−$1.23KCut−$2.36K
Definium TherapeDFTX416$7.86K0.0%New
Western Digital CorpWDC28$7.57K0.0%$2.75KCut$2.58K
Linde PlcLIN15$7.44K0.0%$832Added$2.32K
Innovator Etfs Trust443$7.39K0.0%−$405Held
T-Mobile Us Inc34$7.14K0.0%$237Cut−$527.5K
Nassau Cos New York 7.45 Quibs 2032400$7.14K0.0%−$168Held
Ishares Core 30 70 Con176$7.02K0.0%−$42Held
Truist Finl Corp153$7K0.0%−$542Added−$359
Qualcomm Inc53$6.88K0.0%−$2.21KCut−$3.92K
Waters Corp23$6.85K0.0%New
Gilead Sciences, Inc.GILD48$6.69K0.0%$798Held
Pacific Gas & Elec Co Pfd 1st 5.50300$6.3K0.0%$276Held
Fidelity Covington Trust95$6.14K0.0%−$205Cut−$1.3M
lululemon athletica inc.LULU40$6.12K0.0%−$2.19KCut−$3.64K
Bitmine Immersion Tecnologie300$5.93K0.0%−$2.21KHeld
Warner Bros. Discovery, Inc.WBD212$5.82K0.0%−$288Held
Ionq Inc200$5.77K0.0%−$3.21KHeld
Xenia Hotels & Resorts, Inc.XHR387$5.74K0.0%$267Held
Inventrust Pptys Corp181$5.51K0.0%$407Held
Boot Barn Hldgs Inc37$5.42K0.0%−$1.11KHeld
Viking Therapeutics, Inc.VKTX165$5.37K0.0%−$436Held
Bristol-Myers Squibb Co88$5.33K0.0%$608Held
American Tower Corp New30$5.2K0.0%−$46Added$2.04K
Demant A S Shs169$5.05K0.0%−$674Held
Ishares Tr60$5.04K0.0%−$16Held
Dominos Pizza IncDPZ14$5.02K0.0%−$812Held
Cava Group, Inc.CAVA62$5.02K0.0%$1.2KAdded$1.85K
Kkr & Co Inc54$5K0.0%−$1.54KAdded−$613
Shake Shack Inc.SHAK56$4.95K0.0%$408Cut−$2.84K
Invesco Exch Traded Fd Tr Ii135$4.89K0.0%−$87Held
Citizens Finl Group Inc80$4.8K0.0%$138Cut−$1.61K
Target CorpTGT40$4.8K0.0%$842Added$962
Proshares Tr45$4.77K0.0%$87Held
ConocophillipsCOP35$4.62K0.0%$1.34KHeld
Intuitive Surgical IncISRG10$4.61K0.0%−$1.05KHeld
Chubb Limited14$4.56K0.0%$193Held
Welltower Inc.WELL23$4.55K0.0%$193Added$1.58K
Coinbase Global, Inc.COIN26$4.54K0.0%−$1.03KAdded$17
Ishares Tr35$4.51K0.0%−$308Held
Vanguard Admiral Fds Inc36$4.48K0.0%$115Held
Amprius Technologies Inc264$4.45K0.0%$2.01KAdded$2.68K
Corning Inc32$4.35K0.0%$1.55KHeld
Newmont Corp40$4.33K0.0%$336Held
MSCI Inc.MSCI8$4.31K0.0%−$278Cut−$1.47M
Ishares Tr120$4.31K0.0%−$287Held
Occidental Pete Corp66$4.29K0.0%$1.58KHeld
Stryker CorpSYK13$4.27K0.0%−$229Added$757
Strata Critical Medical, Inc.SRTA1K$4.18K0.0%−$630Held
Paypal Hldgs Inc90$4.07K0.0%−$1.18KCut−$1.48K
Keysight Technologies, Inc.KEYS14$3.95K0.0%$1.11KCut−$4.17K
Equinix IncEQIX4$3.92K0.0%$856Held
Vishay Precision Group, Inc.VPG90$3.91K0.0%$443Held
Etsy IncETSY78$3.9K0.0%−$426Held
Vanguard Index Fds15$3.86K0.0%−$327Held
Aurora Innovation Inc936$3.86K0.0%$262Held
Semtech CorpSMTC50$3.85K0.0%$160Held
Capitol Ser Tr100$3.82K0.0%−$153Held
Blackstone Inc.BX33$3.79K0.0%−$1.29KCut−$4.37K
Bitwise Funds Trust200$3.77K0.0%−$214Cut−$6.19K
Automatic Data Processing In18$3.68K0.0%−$847Added−$438
Royal Caribbean Group13$3.58K0.0%−$49Held
Elevra Lithium Ltd60$3.53K0.0%$380Held
Aflac IncAFL32$3.51K0.0%−$18Held
Halliburton CoHAL90$3.51K0.0%$966Held
Copart IncCPRT103$3.42K0.0%−$595Added−$495
Grayscale Ethereum Trust Etf200$3.41K0.0%−$1.46KCut−$25.8K
Applied Optoelectronics, Inc.AAOI40$3.38K0.0%New
Cvs Health CorpCVS47$3.38K0.0%−$354Cut−$751
APA CorpAPA79$3.35K0.0%$1.42KHeld
Hilton Worldwide Hldgs Inc11$3.35K0.0%$185Held
Gartner IncIT21$3.33K0.0%−$376Added$2.32K
Vanguard World Fd9$3.31K0.0%New
Build-A-Bear Workshop IncBBW88$3.3K0.0%−$2.1KHeld
Cummins IncCMI6$3.23K0.0%$165Held
Spdr Series Trust129$3.21K0.0%$4Added$925
Progressive Corp16$3.17K0.0%−$472Cut−$927
Kraneshares Trust111$3.16K0.0%−$623Cut−$8.69K
Ulta Beauty, Inc.ULTA6$3.14K0.0%−$493Held
Ishares Ethereum Tr195$3.09K0.0%−$1.29KCut−$2.66K
Novartis Ag20$3.06K0.0%$298Held
Moodys Corp7$3.05K0.0%−$522Held
Intuit Inc.INTU7$3.03K0.0%−$1.61KCut−$69.8K
Simplify Exchange Traded Fun100$3.02K0.0%$296Held
ImmunityBio, Inc.IBRX393$3.01K0.0%New
Dow Inc.DOW72$3K0.0%$1.22KAdded$1.43K
Northfield Bancorp Inc Del220$2.98K0.0%$464Held
Versant Media Group, Inc.VSNT80$2.96K0.0%New
Ishares Tr9$2.96K0.0%$248Held
Cme Group Inc.CME10$2.95K0.0%$223Held
Biogen Inc.BIIB16$2.93K0.0%$117Held
Old Dominion Freight Line In15$2.93K0.0%$386Added$1.36K
United Rentals, Inc.URI4$2.91K0.0%−$323Held
Sherwin Williams CoSHW9$2.88K0.0%−$31Cut−$679
Illinois Tool Wks Inc11$2.86K0.0%$154Held
Bank New York Mellon Corp24$2.85K0.0%$61Held
HCA Healthcare, Inc.HCA6$2.84K0.0%$38Held
Intercontinental Exchange In18$2.83K0.0%−$84Held
General Mtrs Co38$2.83K0.0%−$259Held
Ishares Tr24$2.79K0.0%$116Held
Stanley Black & Decker, Inc.SWK39$2.78K0.0%−$96Held
Fortinet, Inc.FTNT34$2.78K0.0%$43Added$1.27K
Howmet Aerospace Inc.HWM12$2.77K0.0%$306Held
Paychex IncPAYX30$2.76K0.0%−$401Added$520
Northrop Grumman Corp4$2.73K0.0%$448Held
CoreWeave, Inc.CRWV35$2.71K0.0%$205Held
Celsius Hldgs Inc76$2.7K0.0%−$780Held
Vertex Pharmaceuticals Inc6$2.68K0.0%−$41Held
Exchange Traded Concepts Tru39$2.67K0.0%−$34Held
Vanguard Mun Bd Fds53$2.66K0.0%−$6Added$145
T Rowe Price Etf Inc65$2.66K0.0%−$122Held
Jabil IncJBL10$2.66K0.0%$376Held
United States Antimony CorpUAMY300$2.62K0.0%$1.11KHeld
Mckesson CorpMCK3$2.6K0.0%$138Cut−$682
Norfolk Southn Corp9$2.58K0.0%−$15Held
Grayscale Ethereum Mini Tr E130$2.58K0.0%−$1.07KHeld
Analog Devices IncADI8$2.54K0.0%$235Added$1.19K
Sandisk CorpSNDK4$2.54K0.0%$1.19KAdded$1.83K
Cintas CorpCTAS15$2.54K0.0%−$284Cut−$1.79K
Ramaco Res Inc164$2.54K0.0%−$417Held
State Str Corp20$2.53K0.0%−$49Held
Royalty Pharma PLCRPRX53$2.53K0.0%$455Added$503
Astera Labs, Inc.ALAB23$2.52K0.0%−$1.31KHeld
Synchrony Financial37$2.52K0.0%−$493Added−$153
Roper Technologies IncROP7$2.48K0.0%New
Williams Cos Inc34$2.48K0.0%$431Held
Ebay IncEBAY27$2.46K0.0%$106Held
Softbank Group Corp Unsp Adr E200$2.42K0.0%−$2.23KAdded−$417
Cigna GroupCI9$2.4K0.0%−$34Added$1.3K
Vanguard Index Fds8$2.39K0.0%−$127Held
Kinder Morgan Inc Del71$2.38K0.0%$429Held
Nasdaq, Inc.NDAQ28$2.38K0.0%−$343Held
Texas Instrs Inc12$2.33K0.0%$207Added$595
Boston Beer Co IncSAM10$2.3K0.0%$353Held
Zebra Technologies Corporati11$2.3K0.0%−$371Held
Live Nation Entertainment In15$2.29K0.0%$150Held
Marsh & Mclennan Cos Inc13$2.25K0.0%−$157Held
Simon Ppty Group Inc New12$2.24K0.0%$17Held
Brookfield Renewable Partner68$2.23K0.0%$388Held
Veradermics, IncMANE35$2.21K0.0%New
Vertical Aerospace Ltd1K$2.21K0.0%New
Revvity, Inc.RVTY25$2.19K0.0%−$183Added$255
Fedex CorpFDX6$2.15K0.0%$413Held
Ecolab Inc.ECL8$2.13K0.0%$28Held
S&P Global Inc.SPGI5$2.13K0.0%−$486Cut−$56.4K
Northern Tr Corp15$2.11K0.0%$57Held
Bio-Techne CorpTECH40$2.09K0.0%−$196Added$326
Verisk Analytics, Inc.VRSK11$2.09K0.0%−$374Cut−$4.62K
Lauder Estee Cos Inc29$2.08K0.0%−$956Held
Teradyne, IncTER7$2.08K0.0%$720Held
NetApp, Inc.NTAP20$2.05K0.0%−$70Added$442
Consolidated Edison IncED18$2.04K0.0%$249Held
Air Prods & Chems Inc7$2.03K0.0%$174Added$1.04K
American Intl Group Inc27$2.03K0.0%−$124Added$1K
Chewy, Inc.CHWY75$2.02K0.0%−$454Held
Arch Cap Group Ltd21$2.02K0.0%$2Held
Corteva, Inc.CTVA24$2.01K0.0%$400Held
Oneok Inc /New/OKE22$1.99K0.0%$287Added$739
United Parcel Service IncUPS20$1.97K0.0%−$16Held
Dexcom IncDXCM31$1.95K0.0%−$111Cut−$443
Sempra20$1.94K0.0%$177Cut−$264
Yeti Hldgs Inc53$1.94K0.0%−$402Held
GXO Logistics, Inc.GXO37$1.92K0.0%−$30Held
Humana IncHUM11$1.91K0.0%−$909Cut−$2.19K
Fastenal CoFAST41$1.9K0.0%$257Held
Eog Res Inc13$1.88K0.0%$514Held
Iqvia Hldgs Inc11$1.88K0.0%−$494Added−$153
Nordson CorpNDSN7$1.86K0.0%$179Held
Garmin LtdGRMN8$1.86K0.0%$233Held
Paccar IncPCAR16$1.85K0.0%$96Held
Fifth Third Bancorp39$1.81K0.0%−$10Added$408
Viatris IncVTRS134$1.81K0.0%$142Held
Principal Financial Group In20$1.8K0.0%$38Held
Diamondback Energy, Inc.FANG9$1.78K0.0%$427Held
Ameriprise Finl Inc4$1.78K0.0%−$183Held
Monster Beverage Corp New24$1.74K0.0%−$101Held
Motorola Solutions, Inc.MSI4$1.74K0.0%$203Held
Valero Energy Corp7$1.73K0.0%$590Held
Gladstone Ld Corp169$1.73K0.0%$178Added$198
Charter Communications Inc N8$1.73K0.0%$35Added$683
Illumina, Inc.ILMN14$1.73K0.0%−$110Held
Align Technology IncALGN10$1.71K0.0%$152Held
Agilent Technologies, Inc.A15$1.71K0.0%−$331Held
Fox Corp29$1.71K0.0%−$381Added−$205
Centene Corp Del52$1.7K0.0%−$337Added$56
Southwest Airls Co44$1.66K0.0%−$158Held
Ares Management Corporation15$1.64K0.0%−$262Added$829
American Wtr Wks Co Inc New12$1.63K0.0%$67Cut−$1.07M
Metlife Inc23$1.63K0.0%−$188Cut−$583
Strategy Inc13$1.62K0.0%−$353Held
Lyondellbasell Industries N20$1.61K0.0%$373Added$1.18K
Eqt CorpEQT25$1.59K0.0%$251Held
Take-Two Interactive Softwar8$1.58K0.0%−$293Added$300
NXP Semiconductors N.V.NXPI8$1.57K0.0%−$161Held
Energy Transfer L P80$1.54K0.0%New
Cognizant Technology Solutio25$1.53K0.0%−$433Added−$126
Baker Hughes Company25$1.53K0.0%$387Held
Rivian Automotive Inc100$1.5K0.0%−$466Held
Keycorp75$1.5K0.0%−$44Held
Rocket Cos Inc105$1.5K0.0%−$537Held
Trex Co IncTREX41$1.49K0.0%$55Held
Pg&E Corp84$1.48K0.0%$126Held
Marathon Pete Corp6$1.47K0.0%$489Held
Edison Intl20$1.46K0.0%$264Held
Magnum Ice Cream Co Nv100$1.46K0.0%−$120Held
Electronic Arts Inc.EA7$1.43K0.0%−$3Cut−$412
Huntington Bancshares Inc90$1.42K0.0%−$62Added$728
Hasbro, Inc.HAS15$1.4K0.0%$174Held
Expedia Group, Inc.EXPE6$1.39K0.0%−$315Held
DuPont de Nemours, Inc.DD30$1.37K0.0%$168Held
Ishares Silver Tr20$1.36K0.0%New
Hartford Insurance Group Inc10$1.36K0.0%−$20Held
Grayscale Bitcoin Mini Tr Et45$1.35K0.0%−$393Held
Resmed Inc6$1.35K0.0%−$98Held
Extra Space Storage Inc.EXR10$1.31K0.0%$5Added$660
Icahn Enterprises Lp173$1.31K0.0%$1Cut−$173
Slb Limited/NvSLB25$1.29K0.0%$332Held
Unity Software Inc.U58$1.27K0.0%−$1.29KHeld
Global X Fds17$1.26K0.0%$161Held
Mettler Toledo International Inc/MTD1$1.26K0.0%−$133Held
Cencora, Inc.COR4$1.26K0.0%−$94Held
Dover CorpDOV6$1.25K0.0%$80Held
Allstate Corp6$1.25K0.0%−$1Cut−$834
M & T Bk Corp6$1.24K0.0%$31Held
Ventas, Inc.VTR15$1.23K0.0%$66Held
Dollarama Inc10$1.23K0.0%−$268Held
Moderna, Inc.MRNA24$1.22K0.0%$511Held
DoorDash, Inc.DASH8$1.2K0.0%−$611Cut−$1.29K
Autodesk, Inc.ADSK5$1.2K0.0%−$283Cut−$2.35K
Applovin CorpAPP3$1.19K0.0%−$828Cut−$4.2K
Dollar Gen Corp New10$1.19K0.0%−$141Held
UDR, Inc.UDR35$1.18K0.0%−$102Cut−$652
Invesco Exchange Traded Fd T8$1.17K0.0%$60Cut−$1.75K
Workday, Inc.WDAY9$1.17K0.0%−$85Added$954
Carnival Corp Ltd.CCL45$1.17K0.0%−$209Held
Corpay, Inc.CPAY4$1.16K0.0%−$40Held
Archer-Daniels-Midland CoADM16$1.16K0.0%$243Held
Novo-Nordisk A S32$1.16K0.0%−$447Held
Kroger CoKR16$1.16K0.0%$158Cut−$154
Ark Etf Tr17$1.15K0.0%−$159Held
Circle Internet Group, Inc.CRCL12$1.15K0.0%$193Held
Kenvue Inc.KVUE65$1.12K0.0%$0Held
Compass Pathways PlcCMPS202$1.12K0.0%−$277Held
Fiserv IncFISV20$1.12K0.0%−$227Held
Upstart Hldgs Inc43$1.1K0.0%−$777Held
Paycom Software, Inc.PAYC9$1.09K0.0%−$76Added$775
Ww Grainger Inc1$1.09K0.0%$82Held
Costar Group, Inc.CSGP27$1.09K0.0%−$591Added−$389
International Paper Co30$1.07K0.0%−$55Added$480
Loews CorpL10$1.07K0.0%$14Held
Insulet CorpPODD5$1.05K0.0%−$372Cut−$941
Xpeng Inc61$1.04K0.0%−$193Held
Us Bancorp Del20$1.04K0.0%−$20Added$240
Qnity Electronics, Inc.Q9$1.04K0.0%$134Added$711
L3harris Technologies Inc3$1.03K0.0%$154Held
Csx CorpCSX25$1.03K0.0%$120Held
Vanguard Intl Equity Index F7$1.01K0.0%−$25Added$264
Pool CorpPOOL5$1.01K0.0%New
Global Pmts Inc15$1.01K0.0%−$50Added$623
Targa Res Corp4$1K0.0%$265Held
First Solar, Inc.FSLR5$9860.0%−$320Cut−$581
Trimble Inc.TRMB15$9780.0%New
Regions Financial Corp New37$9760.0%−$27Held
Broadridge Finl Solutions In6$9750.0%−$121Added$529
Microchip Technology Inc.15$9690.0%$13Held
Aon plcAON3$9680.0%−$91Cut−$1.5K
Kimberly Clark CorpKMB10$9650.0%−$44Held
Ingersoll Rand Inc.IR12$9610.0%$10Held
ServiceTitan, Inc.TTAN15$9520.0%−$646Held
Gen Digital Inc49$9230.0%−$284Added−$1
Albemarle Corp5$9000.0%$193Held
Vir Biotechnology, Inc.VIR100$8960.0%New
Elevance Health Inc Formerly3$8780.0%−$174Cut−$1.58K
Sysco CorpSYY12$8560.0%−$28Held
Rumble Inc167$8520.0%−$203Held
Axon Enterprise, Inc.AXON2$8490.0%−$144Added$281
Hunt J B Trans Svcs Inc4$8480.0%$71Held
Coeur Mng Inc45$8450.0%New
Evergy, Inc.EVRG10$8190.0%$94Held
V F CorpVFC48$8160.0%−$48Held
Seagate Technology Hldngs Pl2$7840.0%$233Held
Brown & Brown, Inc.BRO12$7830.0%−$73Added$384
Cms Energy Corp10$7760.0%$77Held
Equity ResidentialEQR13$7690.0%−$51Cut−$366
Huntington Ingalls Inds Inc2$7600.0%$80Held
Devon Energy Corp New15$7550.0%$206Held
Constellation Brands, Inc.STZ5$7500.0%$60Held
FIGS, Inc.FIGS50$7390.0%$171Held
Atmos Energy CorpATO4$7390.0%$69Cut−$99
International Flavors&Fragra10$7260.0%$52Held
Alliant Energy CorpLNT10$7180.0%$68Held
Expeditors Intl Wash Inc5$7160.0%−$29Held
Ptc Inc.PTC5$7120.0%New
Alexandria Real Estate Eq In15$6960.0%−$13Added$451
D R Horton Inc5$6860.0%−$34Held
Tyler Technologies IncTYL2$6850.0%−$223Held
Atmus Filtration Technologie12$6810.0%$58Held
Ishares Inc20$6740.0%$57Cut−$900
Baxter Intl Inc40$6730.0%−$68Added$100
Healthpeak Properties, Inc.DOC40$6570.0%$11Added$175
Cameco CorpCCJ6$6520.0%New
Factset Resh Sys Inc3$6510.0%−$220Held
Centerpoint Energy IncCNP15$6470.0%$72Held
Ametek Inc/AME3$6430.0%$27Held
Ge Healthcare Technologies I9$6410.0%−$97Cut−$507
Cerence Inc.CRNC100$6310.0%−$438Held
Carvana Co.CVNA2$6290.0%−$108Added$207
On Semiconductor CorpON10$6190.0%$77Held
Realty Income CorpO10$6120.0%$48Held
CDW CorpCDW5$6050.0%Added$605
Block Inc10$6020.0%−$49Held
Accenture Plc Ireland3$5950.0%−$210Cut−$6.65K
Global X Fds15$5930.0%New
Pulte Group Inc5$5890.0%$3Held
Travelers Companies, Inc.TRV2$5830.0%$3Cut−$577
Willis Towers Watson PlcWTW2$5810.0%−$76Held
Kraken Robotics Inc F100$5790.0%New
Wec Energy Group, Inc.WEC5$5790.0%$52Held
Entergy Corp New5$5620.0%$100Held
Apollo Global Mgmt Inc5$5570.0%−$167Cut−$2.19K
Tidal Trust I31$5550.0%New
Mgm Resorts InternationalMGM15$5550.0%$8Held
Listed Fds Tr18$5520.0%New
Ameren CorpAEE5$5500.0%$51Held
Fluence Energy, Inc.FLNC40$5500.0%−$241Held
Cbre Group, Inc.CBRE4$5420.0%−$101Held
Public Storage Oper Co2$5420.0%$23Cut−$237
Price T Rowe Group IncTROW6$5410.0%−$73Held
Ppg Inds Inc5$5340.0%$22Held
Coterra Energy Inc15$5270.0%$132Held
Recursion Pharmaceuticals In171$5250.0%−$174Held
Newsmax Inc.NMAX100$5220.0%−$251Held
West Pharmaceutical Svsc Inc2$5010.0%−$49Cut−$324
Wabtec2$5000.0%$73Held
Hubbell IncHUBB1$4910.0%$47Held
Avalonbay Cmntys Inc3$4900.0%−$54Cut−$598
Mid-Amer Apt Cmntys Inc4$4880.0%−$68Cut−$762
Hubspot IncHUBS2$4880.0%−$315Held
Skyworks Solutions, Inc.SWKS9$4820.0%−$89Held
Incyte CorpINCY5$4710.0%−$23Held
Kimco Rlty Corp20$4490.0%$44Held
The Campbells Company20$4450.0%−$28Added$306
Lkq CorpLKQ15$4410.0%−$12Cut−$314
Textron IncTXT5$4380.0%$2Held
Ishares Tr12$4370.0%New
Lennar Corp5$4340.0%−$80Cut−$594
Packaging Corp Amer2$4240.0%$12Held
Cardinal Health IncCAH2$4230.0%$12Held
Enphase Energy, Inc.ENPH11$4160.0%$63Held
Hershey CoHSY2$4160.0%$52Held
GoDaddy Inc.GDDY5$4130.0%New
Builders FirstSource, Inc.BLDR5$4120.0%New
Keurig Dr Pepper Inc.KDP15$3950.0%−$25Cut−$305
Otis Worldwide CorpOTIS5$3850.0%−$52Held
ReposiTrak, Inc.TRAK50$3800.0%−$239Held
Invitation Homes Inc.INVH15$3730.0%−$15Added$234
Rockwell Automation, IncROK1$3590.0%−$30Held
Franklin Resources IncBEN15$3540.0%−$4Held
Ralph Lauren CorpRL1$3440.0%−$10Held
Mastec IncMTZ1$3220.0%New
Leidos Holdings, Inc.LDOS2$3110.0%−$50Cut−$230
Grabagun Digital Hldgs Inc100$3010.0%$0Held
Ball CorpBALL5$2960.0%$31Held
Richtech Robotics Inc.RR140$2930.0%−$159Held
Cybin Inc.HELP59$2830.0%−$200Held
Fortive CorpFTV5$2760.0%New
Epam Sys Inc2$2710.0%−$139Cut−$344
Las Vegas Sands CorpLVS5$2690.0%−$56Held
Rollins IncROL5$2670.0%−$33Held
Labcorp Holdings Inc.LH1$2670.0%$16Held
Molina Healthcare, Inc.MOH2$2670.0%Added$267
Global X Fds8$2660.0%−$24Held
Firstenergy CorpFE5$2530.0%$29Held
Invesco Ltd.IVZ10$2430.0%−$20Held
Organon & Co.OGN40$2400.0%−$47Held
Hewlett Packard Enterprise C10$2380.0%−$2Held
Sprouts Fmrs Mkt Inc3$2310.0%−$8Held
Trade Desk, Inc.TTD10$2270.0%−$152Cut−$342
Kraft Heinz CoKHC10$2250.0%−$8Added$104
TKO Group Holdings, Inc.TKO1$2020.0%−$7Held
Amcor Plc Com New5$1990.0%New
Darden Restaurants IncDRI1$1960.0%$12Held
Host Hotels & Resorts, Inc.HST10$1920.0%$15Held
Norwegian Cruise Line Hldg L10$1870.0%−$36Held
Universal Hlth Svcs Inc1$1790.0%−$39Held
Ishares U S Etf Tr3$1780.0%New
Nucor CorpNUE1$1690.0%New
Ishares Inc4$1620.0%$28Held
American Airls Group IncAAL15$1610.0%−$69Held
Conagra Brands Inc.CAG10$1570.0%−$16Held
Ishares Inc2$1360.0%New
Numinus Wellness Inc11.1K$1330.0%−$201Held
Trump Media & Technology Gro14$1300.0%−$55Held
Mosaic Co NewMOS5$1280.0%$8Held
Jacobs Solutions Inc.J1$1270.0%−$5Held
Baron Etf Tr5$1140.0%New
Ishares Tr3$1070.0%New
GRAIL, Inc.GRAL2$1030.0%−$68Held
Invesco Exchange Traded Fd T2$920.0%New
Cocrystal Pharma, Inc.COCP84$850.0%$3Held
Ishares Inc3$850.0%New
Solstice Advanced Matls Inc1$760.0%$27Held
Izotropic Corp Com500$750.0%−$27Held
Ishares Tr5$740.0%New
Solventum CorpSOLV1$650.0%−$14Held
Ishares Tr4$630.0%New
Paramount Skydance CorpPSKY6$540.0%−$26Held
Gabelli Equity Tr Inc5.26K$370.0%New
Lumen Technologies, Inc.LUMN5$350.0%−$4Held
Amc Entmt Hldgs Inc21$210.0%−$12Held
Ramaco Res Inc2$200.0%−$4Held
Canopy Growth CorpCGC10$90.0%−$2Held
Nano Mobile Healthcare Inc Com New15K$30.0%$0Held
Genuine Parts CoGPC0$20.0%Cut−$244
Novabay Pharmaceuticals Inc1$10.0%New
International Precious Mineral Com6$00.0%$0Held
Otso Gold Corp Com4$00.0%New
Atp Oil & Gas Corp Com100$00.0%$0Held
Sivers Semiconductors Ab Shs0$00.0%New
Mecklermedia Corp Com14$00.0%$0Held
Global Marine Ltd Com42$00.0%$0Held
Alternative Energy Partn20K$00.0%New
Bitcoin Services Inc Xxxregistration Revoked By The Sec Eff: 07/29/2120K$00.0%$0Held
Circa Pic & Prod Co Xxx200$00.0%$0Held
Domark International Inc Com New1$00.0%$0Held
Spyglass Res Corp Com79$00.0%$0Held
Tempo Automation Holdings Inc Com1K$00.0%$0Held
Territorial Res Inc Com New1$00.0%$0Held
Voyager Digital Ltd Com500$00.0%$0Held
Hemp Inc100$00.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.