Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 112,042 | -23 | $47,138 |
MSFT | 112,042 | -23 | $47,138 |
APPLE INC | 107,285 | +1,803 | $18,397 |
AAPL | 107,285 | +1,803 | $18,397 |
NVIDIA CORPORATION | 19,711 | -4,100 | $17,810 |
NVDA | 19,711 | -4,100 | $17,810 |
AMAZON COM INC | 93,011 | -1,225 | $16,777 |
AMZN | 93,011 | -1,225 | $16,777 |
BROADCOM INC | 7,353 | -132 | $9,746 |
AVGO | 7,353 | -132 | $9,746 |
MANNKIND CORP | 1,942,210 | +216,880 | $8,798 |
MNKD | 1,942,210 | +216,880 | $8,798 |
VANGUARD SPECIALIZED FUNDS (VIG) | 47,627 | +320 | $8,697 |
VIG | 47,627 | +320 | $8,697 |
VANGUARD WHITEHALL FDS (VYM) | 63,323 | -429 | $7,661 |
VYM | 63,323 | -429 | $7,661 |
META PLATFORMS INC | 15,147 | -615 | $7,355 |
META | 15,147 | -615 | $7,355 |
COSTCO WHSL CORP NEW | 8,825 | +102 | $6,465 |
COST | 8,825 | +102 | $6,465 |
TESLA INC | 34,277 | +2,039 | $6,025 |
TSLA | 34,277 | +2,039 | $6,025 |
ABRDN GOLD ETF TRUST (SGOL) | 276,107 | +573 | $5,865 |
SGOL | 276,107 | +573 | $5,865 |
ALPHABET INC | 38,125 | -1,029 | $5,805 |
GOOG | 38,125 | -1,029 | $5,805 |
EXXON MOBIL CORP | 49,218 | -1,936 | $5,721 |
XOM | 49,218 | -1,936 | $5,721 |
ISHARES TR (IUSV) | 60,921 | -1,224 | $5,510 |
IUSV | 60,921 | -1,224 | $5,510 |
ALPHABET INC | 36,448 | -828 | $5,501 |
GOOGL | 36,448 | -828 | $5,501 |
VANGUARD INTL EQUITY INDEX F (VWO) | 126,166 | +12,531 | $5,270 |
VWO | 126,166 | +12,531 | $5,270 |
PROLOGIS INC. | 38,289 | +643 | $4,986 |
PLD | 38,289 | +643 | $4,986 |
UIPATH INC | 202,637 | +13,687 | $4,594 |
PATH | 202,637 | +13,687 | $4,594 |
VANGUARD WHITEHALL FDS (VIGI) | 56,208 | +304 | $4,583 |
VIGI | 56,208 | +304 | $4,583 |
ISHARES TR (EFV) | 82,668 | -1,544 | $4,497 |
EFV | 82,668 | -1,544 | $4,497 |
COMCAST CORP NEW | 103,245 | -3,371 | $4,476 |
CMCSA | 103,245 | -3,371 | $4,476 |
ISHARES TR (IOO) | 48,819 | -1,301 | $4,365 |
IOO | 48,819 | -1,301 | $4,365 |
ISHARES INC (RING) | 171,291 | +11,197 | $4,332 |
RING | 171,291 | +11,197 | $4,332 |
ISHARES INC (SLVP) | 425,652 | +74,544 | $4,325 |
SLVP | 425,652 | +74,544 | $4,325 |
ISHARES TR (DGRO) | 73,674 | -5,462 | $4,277 |
DGRO | 73,674 | -5,462 | $4,277 |
STARBUCKS CORP | 44,806 | +93 | $4,095 |
SBUX | 44,806 | +93 | $4,095 |
NXP SEMICONDUCTORS N V | 16,309 | +542 | $4,041 |
NXPI | 16,309 | +542 | $4,041 |
TAIWAN SEMICONDUCTOR MFG LTD | 29,671 | -155 | $4,037 |
TSM | 29,671 | -155 | $4,037 |
JPMORGAN CHASE & CO | 19,426 | +129 | $3,891 |
JPM | 19,426 | +129 | $3,891 |
ELI LILLY & CO | 4,927 | +2,186 | $3,833 |
LLY | 4,927 | +2,186 | $3,833 |
WALMART INC | 63,591 | +43,110 | $3,826 |
WMT | 63,591 | +43,110 | $3,826 |
KLA CORP | 5,456 | -121 | $3,812 |
KLAC | 5,456 | -121 | $3,812 |
MERCK & CO INC | 28,473 | +972 | $3,757 |
MRK | 28,473 | +972 | $3,757 |
BLACKROCK RES & COMMODITIES | 410,765 | +95,452 | $3,730 |
BCX | 410,765 | +95,452 | $3,730 |
PURE STORAGE INC | 70,928 | -3,606 | $3,688 |
PSTG | 70,928 | -3,606 | $3,688 |
EATON CORP PLC | 11,710 | +342 | $3,661 |
ETN | 11,710 | +342 | $3,661 |
APPLIED MATLS INC | 17,523 | +2,648 | $3,614 |
AMAT | 17,523 | +2,648 | $3,614 |
SALESFORCE INC | 11,528 | +70 | $3,472 |
CRM | 11,528 | +70 | $3,472 |
ENERGY TRANSFER L P | 220,528 | -6,476 | $3,469 |
ET | 220,528 | -6,476 | $3,469 |
TWILIO INC | 53,633 | +12,201 | $3,280 |
TWLO | 53,633 | +12,201 | $3,280 |
INTERNATIONAL BUSINESS MACHS | 17,158 | +87 | $3,277 |
IBM | 17,158 | +87 | $3,277 |
ABRDN SILVER ETF TRUST (SIVR) | 134,424 | +7,399 | $3,201 |
SIVR | 134,424 | +7,399 | $3,201 |
DIMENSIONAL ETF TRUST (DFAI) | 105,406 | +26,839 | $3,185 |
DFAI | 105,406 | +26,839 | $3,185 |
PNC FINL SVCS GROUP INC | 19,354 | +617 | $3,128 |
PNC | 19,354 | +617 | $3,128 |
BERKSHIRE HATHAWAY INC DEL | $3,118 | ||
BRK.B | 7,414 | +212 | $3,118 |
BOEING CO | 15,899 | +963 | $3,068 |
BA | 15,899 | +963 | $3,068 |
VISA INC | 10,908 | +423 | $3,044 |
V | 10,908 | +423 | $3,044 |
TJX COS INC NEW | 29,987 | -3,702 | $3,041 |
TJX | 29,987 | -3,702 | $3,041 |
CHEVRON CORP NEW | 18,993 | -801 | $2,996 |
CVX | 18,993 | -801 | $2,996 |
PEPSICO INC | 16,691 | +563 | $2,921 |
PEP | 16,691 | +563 | $2,921 |
VANGUARD BD INDEX FDS (BSV) | 37,270 | -404 | $2,857 |
BSV | 37,270 | -404 | $2,857 |
VANGUARD INDEX FDS (VTI) | 10,611 | +659 | $2,758 |
VTI | 10,611 | +659 | $2,758 |
VANGUARD WHITEHALL FDS (VYMI) | 37,979 | +1,838 | $2,613 |
VYMI | 37,979 | +1,838 | $2,613 |
MEDTRONIC PLC | 29,862 | +2,216 | $2,602 |
MDT | 29,862 | +2,216 | $2,602 |
QUALCOMM INC | 15,368 | -3,015 | $2,602 |
QCOM | 15,368 | -3,015 | $2,602 |
SCHWAB CHARLES CORP | 35,693 | +3,453 | $2,582 |
SCHW | 35,693 | +3,453 | $2,582 |
DIMENSIONAL ETF TRUST (DFAU) | 69,848 | +4,671 | $2,552 |
DFAU | 69,848 | +4,671 | $2,552 |
ISHARES TR (IEFA) | 33,298 | -507 | $2,471 |
IEFA | 33,298 | -507 | $2,471 |
FREEPORT MCMORAN INC | 52,216 | +2,128 | $2,455 |
FCX | 52,216 | +2,128 | $2,455 |
BLACKROCK INC | 2,942 | +317 | $2,453 |
BLK | 2,942 | +317 | $2,453 |
LOCKHEED MARTIN CORP | 5,384 | +96 | $2,449 |
LMT | 5,384 | +96 | $2,449 |
ISHARES TR (USMV) | 29,272 | -1,360 | $2,447 |
USMV | 29,272 | -1,360 | $2,447 |
METLIFE INC | 32,599 | +1,810 | $2,416 |
MET | 32,599 | +1,810 | $2,416 |
TRACTOR SUPPLY CO | 9,197 | +53 | $2,407 |
TSCO | 9,197 | +53 | $2,407 |
CISCO SYS INC | 47,608 | +3,083 | $2,376 |
CSCO | 47,608 | +3,083 | $2,376 |
LAM RESEARCH CORP | 2,438 | -25 | $2,369 |
LRCX | 2,438 | -25 | $2,369 |
VANGUARD INDEX FDS (VOE) | 14,480 | -175 | $2,258 |
VOE | 14,480 | -175 | $2,258 |
HOME DEPOT INC | 5,805 | -74 | $2,227 |
HD | 5,805 | -74 | $2,227 |
VANECK ETF TRUST (GDX) | 70,261 | +18,907 | $2,222 |
GDX | 70,261 | +18,907 | $2,222 |
SNOWFLAKE INC | 13,311 | +2,192 | $2,151 |
SNOW | 13,311 | +2,192 | $2,151 |
ILLUMINA INC | 15,474 | +1,231 | $2,125 |
ILMN | 15,474 | +1,231 | $2,125 |
DISNEY WALT CO | 17,049 | +1,241 | $2,086 |
DIS | 17,049 | +1,241 | $2,086 |
JOHNSON & JOHNSON | 13,108 | -63 | $2,074 |
JNJ | 13,108 | -63 | $2,074 |
VERIZON COMMUNICATIONS INC | 47,359 | -2,348 | $1,987 |
VZ | 47,359 | -2,348 | $1,987 |
VANGUARD INDEX FDS (VBR) | 9,974 | -78 | $1,914 |
VBR | 9,974 | -78 | $1,914 |
AVERY DENNISON CORP | 8,567 | +431 | $1,912 |
AVY | 8,567 | +431 | $1,912 |
PROCTER AND GAMBLE CO | 11,637 | -60 | $1,888 |
PG | 11,637 | -60 | $1,888 |
ISHARES TR (IDV) | 67,019 | +131 | $1,879 |
IDV | 67,019 | +131 | $1,879 |
INTERNATIONAL FLAVORS&FRAGRA | 21,689 | +2,656 | $1,865 |
IFF | 21,689 | +2,656 | $1,865 |
WISDOMTREE TR | 55,530 | -274 | $1,815 |
DES | 55,530 | -274 | $1,815 |
ABRDN LIFE SCIENCES INVESTOR | 132,549 | +9,554 | $1,807 |
HQL | 132,549 | +9,554 | $1,807 |
VANGUARD INDEX FDS (VOO) | 3,737 | +189 | $1,796 |
VOO | 3,737 | +189 | $1,796 |
INTEL CORP | 39,613 | +1,343 | $1,750 |
INTC | 39,613 | +1,343 | $1,750 |
RTX CORPORATION | 17,764 | -720 | $1,732 |
RTX | 17,764 | -720 | $1,732 |
VANGUARD INTL EQUITY INDEX F (VT) | 15,477 | +93 | $1,710 |
VT | 15,477 | +93 | $1,710 |
TORTOISE ENERGY INFRA CORP | 54,347 | +348 | $1,680 |
TYG | 54,347 | +348 | $1,680 |
ZSCALER INC | 8,625 | -831 | $1,661 |
ZS | 8,625 | -831 | $1,661 |
BALL CORP | 24,392 | +2,200 | $1,643 |
BALL | 24,392 | +2,200 | $1,643 |
SCHLUMBERGER LTD | 29,827 | -2,306 | $1,635 |
SLB | 29,827 | -2,306 | $1,635 |
SELECT SECTOR SPDR TR (XLE) | 16,893 | +64 | $1,595 |
XLE | 16,893 | +64 | $1,595 |
MODERNA INC | 14,708 | +675 | $1,567 |
MRNA | 14,708 | +675 | $1,567 |
SPDR SER TR (XME) | 25,616 | +3,500 | $1,544 |
XME | 25,616 | +3,500 | $1,544 |
COPART INC | 25,884 | +823 | $1,499 |
CPRT | 25,884 | +823 | $1,499 |
INTUITIVE SURGICAL INC | 3,681 | +8 | $1,469 |
ISRG | 3,681 | +8 | $1,469 |
UNION PAC CORP | 5,859 | -210 | $1,441 |
UNP | 5,859 | -210 | $1,441 |
GENERAL MTRS CO | 31,510 | +3,203 | $1,429 |
GM | 31,510 | +3,203 | $1,429 |
GENERAL DYNAMICS CORP | 5,002 | -173 | $1,413 |
GD | 5,002 | -173 | $1,413 |
MATCH GROUP INC NEW | 38,436 | +5,920 | $1,394 |
MTCH | 38,436 | +5,920 | $1,394 |
ISHARES TR (IVV) | 2,636 | +160 | $1,386 |
IVV | 2,636 | +160 | $1,386 |
ISHARES TR (HDV) | 12,518 | +148 | $1,380 |
HDV | 12,518 | +148 | $1,380 |
CLEVELAND CLIFFS INC NEW | 58,692 | +1,146 | $1,335 |
CLF | 58,692 | +1,146 | $1,335 |
VANGUARD SCOTTSDALE FDS (VTWO) | 15,034 | +3,286 | $1,279 |
VTWO | 15,034 | +3,286 | $1,279 |
NETFLIX INC | 2,069 | +539 | $1,257 |
NFLX | 2,069 | +539 | $1,257 |
GENERAL ELECTRIC CO | 7,132 | +155 | $1,252 |
GE | 7,132 | +155 | $1,252 |
CROWDSTRIKE HLDGS INC | 3,849 | -672 | $1,234 |
CRWD | 3,849 | -672 | $1,234 |
D R HORTON INC | 7,254 | +504 | $1,194 |
DHI | 7,254 | +504 | $1,194 |
DIMENSIONAL ETF TRUST (DFAE) | 47,143 | +11,311 | $1,165 |
DFAE | 47,143 | +11,311 | $1,165 |
CATERPILLAR INC | 3,151 | +883 | $1,155 |
CAT | 3,151 | +883 | $1,155 |
UNITED RENTALS INC | 1,599 | -572 | $1,153 |
URI | 1,599 | -572 | $1,153 |
T MOBILE US INC | 6,945 | -1,823 | $1,134 |
TMUS | 6,945 | -1,823 | $1,134 |
ISHARES TR (TIP) | 10,505 | -678 | $1,128 |
TIP | 10,505 | -678 | $1,128 |
AT&T INC | 63,605 | +1,171 | $1,119 |
T | 63,605 | +1,171 | $1,119 |
BHP GROUP LTD | 18,045 | +159 | $1,041 |
BHP | 18,045 | +159 | $1,041 |
INVESCO QQQ TR | 2,316 | -68 | $1,028 |
QQQ | 2,316 | -68 | $1,028 |
CROCS INC | 7,137 | -79 | $1,026 |
CROX | 7,137 | -79 | $1,026 |
HEWLETT PACKARD ENTERPRISE C | 56,424 | -4,161 | $1,000 |
HPE | 56,424 | -4,161 | $1,000 |
ORACLE CORP | 7,889 | +15 | $991 |
ORCL | 7,889 | +15 | $991 |
CYBERARK SOFTWARE LTD | 3,679 | -1,271 | $977 |
CYBR | 3,679 | -1,271 | $977 |
VANECK ETF TRUST (REMX) | 18,959 | +5,857 | $974 |
REMX | 18,959 | +5,857 | $974 |
EDWARDS LIFESCIENCES CORP | 10,124 | +183 | $967 |
EW | 10,124 | +183 | $967 |
UNITEDHEALTH GROUP INC | 1,939 | +563 | $959 |
UNH | 1,939 | +563 | $959 |
CAPITAL GROUP CORE EQUITY ET | 30,692 | +2,198 | $956 |
CGUS | 30,692 | +2,198 | $956 |
BANK AMERICA CORP | $951 | ||
BAC | 19,428 | -1,474 | $737 |
BAC.PRL | 179 | +179 | $214 |
NORTHROP GRUMMAN CORP | 1,978 | +104 | $947 |
NOC | 1,978 | +104 | $947 |
GARMIN LTD | 6,292 | +4,054 | $937 |
GRMN | 6,292 | +4,054 | $937 |
SERVICENOW INC | 1,226 | +164 | $935 |
NOW | 1,226 | +164 | $935 |
BRISTOL MYERS SQUIBB CO | 17,203 | -1,762 | $933 |
BMY | 17,203 | -1,762 | $933 |
AERCAP HOLDINGS NV | 10,649 | +242 | $926 |
AER | 10,649 | +242 | $926 |
ARISTA NETWORKS INC | 3,171 | -28 | $920 |
ANET | 3,171 | -28 | $920 |
DEVON ENERGY CORP NEW | 18,296 | +4,273 | $918 |
DVN | 18,296 | +4,273 | $918 |
EAST WEST BANCORP INC | 11,608 | -64 | $918 |
EWBC | 11,608 | -64 | $918 |
OLIN CORP | 15,064 | -800 | $886 |
OLN | 15,064 | -800 | $886 |
DELTA AIR LINES INC DEL | 18,416 | +360 | $882 |
DAL | 18,416 | +360 | $882 |
GABELLI DIVID & INCOME TR | 38,318 | +4,975 | $881 |
GDV | 38,318 | +4,975 | $881 |
ASML HOLDING N V | 906 | -7 | $879 |
ASML | 906 | -7 | $879 |
ORGANON & CO | 46,103 | +16 | $867 |
OGN | 46,103 | +16 | $867 |
VANGUARD INDEX FDS (VUG) | 2,507 | +98 | $863 |
VUG | 2,507 | +98 | $863 |
HARLEY DAVIDSON INC | 19,469 | -247 | $852 |
HOG | 19,469 | -247 | $852 |
GOLDMAN SACHS GROUP INC | 2,035 | +19 | $850 |
GS | 2,035 | +19 | $850 |
ARCH CAP GROUP LTD | 9,181 | +88 | $849 |
ACGL | 9,181 | +88 | $849 |
VANGUARD WORLD FD (VAW) | 4,123 | +150 | $843 |
VAW | 4,123 | +150 | $843 |
AUTONATION INC | 5,086 | +133 | $842 |
AN | 5,086 | +133 | $842 |
NOVO NORDISK A S | 6,549 | +223 | $841 |
NVO | 6,549 | +223 | $841 |
GABELLI GLOBAL SMALL & MID C | 69,699 | +11,016 | $838 |
GGZ | 69,699 | +11,016 | $838 |
ISHARES INC (DVYE) | 31,435 | +1,320 | $822 |
DVYE | 31,435 | +1,320 | $822 |
MP MATERIALS CORP | 56,790 | +11,476 | $812 |
MP | 56,790 | +11,476 | $812 |
QUANTA SVCS INC | 3,089 | +416 | $803 |
PWR | 3,089 | +416 | $803 |
PFIZER INC | 28,489 | +857 | $791 |
PFE | 28,489 | +857 | $791 |
SPROTT FDS TR | 15,884 | +1,578 | $783 |
URNM | 15,884 | +1,578 | $783 |
ADOBE INC | 1,542 | +7 | $778 |
ADBE | 1,542 | +7 | $778 |
ISHARES TR (IJR) | 7,030 | +762 | $777 |
IJR | 7,030 | +762 | $777 |
MCKESSON CORP | 1,443 | +1,443 | $775 |
MCK | 1,443 | +1,443 | $775 |
MERITAGE HOMES CORP | 4,414 | -562 | $774 |
MTH | 4,414 | -562 | $774 |
PROGRESSIVE CORP | 3,670 | +1,436 | $759 |
PGR | 3,670 | +1,436 | $759 |
HILTON WORLDWIDE HLDGS INC | 3,547 | +84 | $757 |
HLT | 3,547 | +84 | $757 |
HONDA MOTOR LTD | 20,337 | +950 | $757 |
HMC | 20,337 | +950 | $757 |
WEYERHAEUSER CO MTN BE | 20,968 | +1,585 | $753 |
WY | 20,968 | +1,585 | $753 |
SPDR DOW JONES INDL AVERAGE (DIA) | 1,876 | +1 | $746 |
DIA | 1,876 | +1 | $746 |
CBRE GBL REAL ESTATE INC FD | 137,952 | +5,495 | $742 |
IGR | 137,952 | +5,495 | $742 |
BAKER HUGHES COMPANY | 22,083 | +3,671 | $740 |
BKR | 22,083 | +3,671 | $740 |
MASTERCARD INCORPORATED | 1,457 | +26 | $702 |
MA | 1,457 | +26 | $702 |
ISHARES TR (REET) | 29,092 | +712 | $689 |
REET | 29,092 | +712 | $689 |
FORD MTR CO DEL | 51,147 | +6,767 | $679 |
F | 51,147 | +6,767 | $679 |
THERMO FISHER SCIENTIFIC INC | 1,166 | -18 | $678 |
TMO | 1,166 | -18 | $678 |
MARTIN MARIETTA MATLS INC | 1,092 | +1,092 | $670 |
MLM | 1,092 | +1,092 | $670 |
SELECT SECTOR SPDR TR (XLK) | 3,196 | +65 | $666 |
XLK | 3,196 | +65 | $666 |
UNITED AIRLS HLDGS INC | 13,847 | +304 | $663 |
UAL | 13,847 | +304 | $663 |
MCDONALDS CORP | 2,344 | -33 | $661 |
MCD | 2,344 | -33 | $661 |
TC ENERGY CORP | 16,454 | -698 | $661 |
TRP | 16,454 | -698 | $661 |
ADVANCED MICRO DEVICES INC | 3,597 | +306 | $649 |
AMD | 3,597 | +306 | $649 |
CAPITAL GROUP GROWTH ETF (CGGR) | 20,272 | +776 | $648 |
CGGR | 20,272 | +776 | $648 |
NUTANIX INC | 10,480 | -343 | $647 |
NTNX | 10,480 | -343 | $647 |
LOWES COS INC | 2,497 | -59 | $636 |
LOW | 2,497 | -59 | $636 |
TORONTO DOMINION BK ONT | 10,536 | -1,828 | $636 |
TD | 10,536 | -1,828 | $636 |
BLACKROCK MUNIYIELD FD INC | 57,285 | -1,425 | $634 |
MYD | 57,285 | -1,425 | $634 |
CAPITAL GROUP INTL FOCUS EQT | 24,530 | +6,710 | $632 |
CGXU | 24,530 | +6,710 | $632 |
GENERAL MLS INC | 9,038 | -323 | $632 |
GIS | 9,038 | -323 | $632 |
SHELL PLC | 9,277 | +138 | $622 |
SHEL | 9,277 | +138 | $622 |
EOG RES INC | 4,840 | -605 | $619 |
EOG | 4,840 | -605 | $619 |
MARATHON PETE CORP | 3,027 | -1,085 | $610 |
MPC | 3,027 | -1,085 | $610 |
ISHARES TR (MBB) | 6,445 | -35 | $596 |
MBB | 6,445 | -35 | $596 |
MICRON TECHNOLOGY INC | 5,053 | -57 | $596 |
MU | 5,053 | -57 | $596 |
COUPANG INC | 33,345 | +7,455 | $593 |
CPNG | 33,345 | +7,455 | $593 |
NEWS CORP NEW | 22,500 | +3,745 | $589 |
NWSA | 22,500 | +3,745 | $589 |
VANGUARD INDEX FDS (VTV) | 3,615 | +259 | $589 |
VTV | 3,615 | +259 | $589 |
ISHARES TR (SHY) | 7,112 | -2,277 | $582 |
SHY | 7,112 | -2,277 | $582 |
FERRARI N V | 1,326 | -9 | $578 |
RACE | 1,326 | -9 | $578 |
JD.COM INC | 20,557 | +3,184 | $563 |
JD | 20,557 | +3,184 | $563 |
AMGEN INC | 1,977 | -11 | $562 |
AMGN | 1,977 | -11 | $562 |
ASTRAZENECA PLC | 8,291 | +368 | $562 |
AZN | 8,291 | +368 | $562 |
ABBVIE INC | 3,078 | +161 | $561 |
ABBV | 3,078 | +161 | $561 |
ALTRIA GROUP INC | 12,871 | -136 | $561 |
MO | 12,871 | -136 | $561 |
ALIBABA GROUP HLDG LTD | 7,609 | +1,144 | $551 |
BABA | 7,609 | +1,144 | $551 |
ALLEGIANT TRAVEL CO | 7,291 | +392 | $548 |
ALGT | 7,291 | +392 | $548 |
KIMBERLY CLARK CORP | 4,118 | +25 | $533 |
KMB | 4,118 | +25 | $533 |
ZOETIS INC | 3,150 | -107 | $533 |
ZTS | 3,150 | -107 | $533 |
PACKAGING CORP AMER | 2,793 | +14 | $530 |
PKG | 2,793 | +14 | $530 |
LULULEMON ATHLETICA INC | 1,354 | +241 | $529 |
LULU | 1,354 | +241 | $529 |
KYNDRYL HLDGS INC | 24,011 | -1,247 | $522 |
KD | 24,011 | -1,247 | $522 |
PAYPAL HLDGS INC | 7,700 | +7,700 | $516 |
PYPL | 7,700 | +7,700 | $516 |
ELASTIC N V | 5,079 | +37 | $509 |
ESTC | 5,079 | +37 | $509 |
BNY MELLON STRATEGIC MUNS IN | 83,278 | -6,097 | $508 |
LEO | 83,278 | -6,097 | $508 |
ALBEMARLE CORP | 3,852 | +601 | $507 |
ALB | 3,852 | +601 | $507 |
ACCENTURE PLC IRELAND | 1,459 | +205 | $506 |
ACN | 1,459 | +205 | $506 |
WARNER BROS DISCOVERY INC | 57,521 | +26,636 | $502 |
WBD | 57,521 | +26,636 | $502 |
ISHARES TR (IJH) | 8,224 | +6,559 | $500 |
IJH | 8,224 | +6,559 | $500 |
SPDR S&P 500 ETF TR (SPY) | 952 | -25 | $498 |
SPY | 952 | -25 | $498 |
CAPITAL GROUP GBL GROWTH EQT | 17,216 | +1,630 | $496 |
CGGO | 17,216 | +1,630 | $496 |
COCA COLA CO | 8,035 | -170 | $492 |
KO | 8,035 | -170 | $492 |
LINDE PLC | 1,054 | +29 | $489 |
LIN | 1,054 | +29 | $489 |
QUANTUMSCAPE CORP | 77,682 | +1,245 | $489 |
QS | 77,682 | +1,245 | $489 |
VANGUARD INDEX FDS (VO) | 1,959 | -20 | $489 |
VO | 1,959 | -20 | $489 |
SPDR GOLD TR (GLD) | 2,333 | -90 | $480 |
GLD | 2,333 | -90 | $480 |
BUMBLE INC | 42,126 | +19,350 | $478 |
BMBL | 42,126 | +19,350 | $478 |
GENUINE PARTS CO | 3,037 | +98 | $471 |
GPC | 3,037 | +98 | $471 |
DIMENSIONAL ETF TRUST (DFAT) | 8,621 | +496 | $469 |
DFAT | 8,621 | +496 | $469 |
DEERE & CO | 1,125 | -10 | $462 |
DE | 1,125 | -10 | $462 |
TOYOTA MOTOR CORP | 1,823 | +47 | $459 |
TM | 1,823 | +47 | $459 |
LINCOLN NATL CORP IND | 14,243 | +676 | $455 |
LNC | 14,243 | +676 | $455 |
BORGWARNER INC | 12,985 | -1,669 | $451 |
BWA | 12,985 | -1,669 | $451 |
UBER TECHNOLOGIES INC | 5,791 | +28 | $446 |
UBER | 5,791 | +28 | $446 |
ISHARES TR (DVY) | 3,616 | +35 | $445 |
DVY | 3,616 | +35 | $445 |
TEXAS INSTRS INC | 2,548 | -14 | $444 |
TXN | 2,548 | -14 | $444 |
FEDEX CORP | 1,522 | +60 | $441 |
FDX | 1,522 | +60 | $441 |
HCA HEALTHCARE INC | 1,310 | +345 | $437 |
HCA | 1,310 | +345 | $437 |
VALE S A | 35,689 | +754 | $435 |
VALE | 35,689 | +754 | $435 |
MARVELL TECHNOLOGY INC | 6,078 | -3,178 | $431 |
MRVL | 6,078 | -3,178 | $431 |
CONSOLIDATED EDISON INC | 4,682 | +267 | $425 |
ED | 4,682 | +267 | $425 |
RELX PLC | 9,829 | +84 | $425 |
RELX | 9,829 | +84 | $425 |
PULTE GROUP INC | 3,505 | +1,301 | $423 |
PHM | 3,505 | +1,301 | $423 |
SOUTHERN COPPER CORP | 3,954 | -15 | $421 |
SCCO | 3,954 | -15 | $421 |
NIO INC | 92,893 | +27,289 | $418 |
NIO | 92,893 | +27,289 | $418 |
SKYWORKS SOLUTIONS INC | 3,856 | +48 | $418 |
SWKS | 3,856 | +48 | $418 |
CONOCOPHILLIPS | 3,213 | -143 | $409 |
COP | 3,213 | -143 | $409 |
VERTEX PHARMACEUTICALS INC | 976 | +293 | $408 |
VRTX | 976 | +293 | $408 |
C3 AI INC | 15,053 | -2,963 | $407 |
AI | 15,053 | -2,963 | $407 |
CSX CORP | 10,905 | -181 | $404 |
CSX | 10,905 | -181 | $404 |
ELANCO ANIMAL HEALTH INC | 24,823 | -2,934 | $404 |
ELAN | 24,823 | -2,934 | $404 |
FIDELITY COVINGTON TRUST | 8,890 | -110 | $403 |
FDVV | 8,890 | -110 | $403 |
PARKER HANNIFIN CORP | 724 | +724 | $402 |
PH | 724 | +724 | $402 |
RIO TINTO PLC | 6,302 | +363 | $402 |
RIO | 6,302 | +363 | $402 |
AUTODESK INC | 1,540 | +20 | $401 |
ADSK | 1,540 | +20 | $401 |
HONEYWELL INTL INC | 1,947 | -451 | $400 |
HON | 1,947 | -451 | $400 |
GLOBAL X FDS | 9,349 | +1,470 | $397 |
COPX | 9,349 | +1,470 | $397 |
PDD HOLDINGS INC | 3,404 | +1,484 | $396 |
PDD | 3,404 | +1,484 | $396 |
DARDEN RESTAURANTS INC | 2,363 | -34 | $395 |
DRI | 2,363 | -34 | $395 |
SPDR INDEX SHS FDS (EWX) | 6,986 | +105 | $390 |
EWX | 6,986 | +105 | $390 |
ISHARES TR (IUSB) | 8,540 | +1,630 | $389 |
IUSB | 8,540 | +1,630 | $389 |
BOSTON SCIENTIFIC CORP | 5,621 | +1,504 | $385 |
BSX | 5,621 | +1,504 | $385 |
EATON VANCE TX ADV GLBL DIV | 21,099 | +2,417 | $385 |
ETG | 21,099 | +2,417 | $385 |
AMERICAN EXPRESS CO | 1,687 | -38 | $384 |
AXP | 1,687 | -38 | $384 |
EMERSON ELEC CO | 3,372 | +249 | $382 |
EMR | 3,372 | +249 | $382 |
TOTALENERGIES SE | 5,478 | +262 | $377 |
TTE | 5,478 | +262 | $377 |
SPDR SER TR (XBI) | 3,952 | +1,181 | $375 |
XBI | 3,952 | +1,181 | $375 |
TIDEWATER INC NEW | 4,000 | +896 | $368 |
TDW | 4,000 | +896 | $368 |
RALPH LAUREN CORP | 1,932 | -306 | $363 |
RL | 1,932 | -306 | $363 |
PRINCIPAL FINANCIAL GROUP IN | 4,182 | -367 | $361 |
PFG | 4,182 | -367 | $361 |
THE BEAUTY HEALTH COMPANY | 81,285 | +10,566 | $361 |
SKIN | 81,285 | +10,566 | $361 |
UWM HOLDINGS CORPORATION | 49,334 | -787 | $358 |
UWMC | 49,334 | -787 | $358 |
HUMANA INC | 1,023 | +77 | $355 |
HUM | 1,023 | +77 | $355 |
AUTOMATIC DATA PROCESSING IN | 1,409 | +35 | $352 |
ADP | 1,409 | +35 | $352 |
BP PLC | 9,345 | +230 | $352 |
BP | 9,345 | +230 | $352 |
BLACKROCK INVT QUALITY MUN T | 28,270 | UNCH | $351 |
BKN | 28,270 | UNCH | $351 |
NATIONAL GRID PLC | 5,139 | +42 | $351 |
NGG | 5,139 | +42 | $351 |
ISHARES TR (EEM) | 8,401 | UNCH | $345 |
EEM | 8,401 | UNCH | $345 |
SUNCOR ENERGY INC NEW | 9,347 | +36 | $345 |
SU | 9,347 | +36 | $345 |
DIMENSIONAL ETF TRUST (DFAS) | 5,479 | +5,479 | $342 |
DFAS | 5,479 | +5,479 | $342 |
WORKDAY INC | 1,246 | -3 | $340 |
WDAY | 1,246 | -3 | $340 |
KINDER MORGAN INC DEL | 18,421 | +652 | $338 |
KMI | 18,421 | +652 | $338 |
REALTY INCOME CORP | 6,245 | -328 | $338 |
O | 6,245 | -328 | $338 |
ISHARES TR (ITOT) | 2,919 | -39 | $337 |
ITOT | 2,919 | -39 | $337 |
CHIPOTLE MEXICAN GRILL INC | 115 | +10 | $334 |
CMG | 115 | +10 | $334 |
PLANET LABS PBC | 130,926 | +11,365 | $334 |
PL | 130,926 | +11,365 | $334 |
SANOFI | 6,794 | +215 | $330 |
SNY | 6,794 | +215 | $330 |
COTERRA ENERGY INC | 11,762 | +329 | $328 |
CTRA | 11,762 | +329 | $328 |
S&P GLOBAL INC | 769 | +265 | $327 |
SPGI | 769 | +265 | $327 |
ENTERGY CORP NEW | 3,088 | +982 | $326 |
ETR | 3,088 | +982 | $326 |
VANGUARD STAR FDS (VXUS) | 5,410 | +246 | $326 |
VXUS | 5,410 | +246 | $326 |
WISDOMTREE TR | 12,645 | +560 | $325 |
DGRE | 12,645 | +560 | $325 |
IDEXX LABS INC | 602 | -52 | $325 |
IDXX | 602 | -52 | $325 |
PHILLIPS 66 | 1,983 | -132 | $324 |
PSX | 1,983 | -132 | $324 |
WILLIAMS COS INC | 8,270 | +703 | $322 |
WMB | 8,270 | +703 | $322 |
MASIMO CORP | 2,158 | -56 | $317 |
MASI | 2,158 | -56 | $317 |
INVESCO ACTVELY MNGD ETC FD | 22,459 | -2,610 | $312 |
PDBC | 22,459 | -2,610 | $312 |
DIAGEO PLC | 2,091 | +37 | $311 |
DEO | 2,091 | +37 | $311 |
AMETEK INC | 1,690 | -22 | $309 |
AME | 1,690 | -22 | $309 |
TRANSOCEAN LTD | 49,211 | +17,715 | $309 |
RIG | 49,211 | +17,715 | $309 |
OREILLY AUTOMOTIVE INC | 273 | +273 | $308 |
ORLY | 273 | +273 | $308 |
VOC ENERGY TR | 50,800 | +19,404 | $307 |
VOC | 50,800 | +19,404 | $307 |
INTERNATIONAL PAPER CO | 7,845 | +318 | $306 |
IP | 7,845 | +318 | $306 |
MOSAIC CO NEW | 9,424 | +1,433 | $306 |
MOS | 9,424 | +1,433 | $306 |
PIONEER NAT RES CO | 1,165 | +113 | $306 |
PXD | 1,165 | +113 | $306 |
ALLSTATE CORP | 1,762 | +355 | $305 |
ALL | 1,762 | +355 | $305 |
AON PLC | 910 | +53 | $304 |
AON | 910 | +53 | $304 |
QORVO INC | 2,642 | +265 | $303 |
QRVO | 2,642 | +265 | $303 |
ISHARES INC (EWJ) | 4,184 | +239 | $299 |
EWJ | 4,184 | +239 | $299 |
INTUIT | 460 | -3 | $299 |
INTU | 460 | -3 | $299 |
SONY GROUP CORP | 3,436 | +28 | $295 |
SONY | 3,436 | +28 | $295 |
EXPEDITORS INTL WASH INC | 2,415 | -200 | $294 |
EXPD | 2,415 | -200 | $294 |
VANGUARD SCOTTSDALE FDS (VCIT) | 3,650 | +1 | $294 |
VCIT | 3,650 | +1 | $294 |
VANGUARD WORLD FD (VGT) | 555 | -5 | $291 |
VGT | 555 | -5 | $291 |
ISHARES TR (MCHI) | 7,294 | +7,294 | $290 |
MCHI | 7,294 | +7,294 | $290 |
ISHARES TR (IWM) | 1,365 | +1,365 | $287 |
IWM | 1,365 | +1,365 | $287 |
VANECK ETF TRUST (GDXJ) | 7,339 | -324 | $284 |
GDXJ | 7,339 | -324 | $284 |
NUTRIEN LTD | 5,221 | -424 | $284 |
NTR | 5,221 | -424 | $284 |
MAGNA INTL INC | 5,155 | +344 | $281 |
MGA | 5,155 | +344 | $281 |
MITSUBISHI UFJ FINL GROUP IN | 27,381 | +1,144 | $280 |
MUFG | 27,381 | +1,144 | $280 |
CANADIAN NATL RY CO | 2,121 | +30 | $279 |
CNI | 2,121 | +30 | $279 |
THOMSON REUTERS CORP. | 1,794 | -206 | $279 |
TRI | 1,794 | -206 | $279 |
TE CONNECTIVITY LTD | 1,907 | +1,907 | $277 |
TEL | 1,907 | +1,907 | $277 |
PAYCOM SOFTWARE INC | 1,388 | +1,388 | $276 |
PAYC | 1,388 | +1,388 | $276 |
BANK MONTREAL QUE | 2,808 | -329 | $274 |
BMO | 2,808 | -329 | $274 |
FIDELITY COVINGTON TRUST | 5,845 | -60 | $272 |
FDRR | 5,845 | -60 | $272 |
INCYTE CORP | 4,764 | +204 | $271 |
INCY | 4,764 | +204 | $271 |
TANDEM DIABETES CARE INC | 7,654 | -383 | $271 |
TNDM | 7,654 | -383 | $271 |
VANGUARD MUN BD FDS (VTEB) | 5,320 | -200 | $269 |
VTEB | 5,320 | -200 | $269 |
KRANESHARES TRUST (KWEB) | 10,118 | +10,118 | $266 |
KWEB | 10,118 | +10,118 | $266 |
CHENIERE ENERGY INC | 1,647 | +81 | $266 |
LNG | 1,647 | +81 | $266 |
ALASKA AIR GROUP INC | 6,151 | +116 | $264 |
ALK | 6,151 | +116 | $264 |
KINROSS GOLD CORP | 43,046 | +4,989 | $264 |
KGC | 43,046 | +4,989 | $264 |
NUCOR CORP | 1,322 | -2,350 | $262 |
NUE | 1,322 | -2,350 | $262 |
DIGITALOCEAN HLDGS INC | 6,823 | -280 | $261 |
DOCN | 6,823 | -280 | $261 |
CVS HEALTH CORP | 3,248 | -19,967 | $259 |
CVS | 3,248 | -19,967 | $259 |
UBS GROUP AG | 8,440 | -1,898 | $259 |
UBS | 8,440 | -1,898 | $259 |
VANGUARD INDEX FDS (VB) | 1,125 | +14 | $257 |
VB | 1,125 | +14 | $257 |
VODAFONE GROUP PLC NEW | 28,712 | +2,651 | $256 |
VOD | 28,712 | +2,651 | $256 |
BIOMARIN PHARMACEUTICAL INC | 2,893 | -137 | $253 |
BMRN | 2,893 | -137 | $253 |
VANGUARD WORLD FD (MGK) | 884 | UNCH | $253 |
MGK | 884 | UNCH | $253 |
ISHARES TR (IVW) | 2,987 | +2,987 | $252 |
IVW | 2,987 | +2,987 | $252 |
FLOWSERVE CORP | 5,437 | +5,437 | $248 |
FLS | 5,437 | +5,437 | $248 |
VICI PPTYS INC | 8,337 | -123 | $248 |
VICI | 8,337 | -123 | $248 |
UNITED PARCEL SERVICE INC | 1,657 | +127 | $246 |
UPS | 1,657 | +127 | $246 |
DIREXION SHS ETF TR (NUGT) | 7,123 | +792 | $245 |
NUGT | 7,123 | +792 | $245 |
SELECT SECTOR SPDR TR (XLI) | 1,938 | UNCH | $244 |
XLI | 1,938 | UNCH | $244 |
ISHARES TR (IWD) | 1,348 | +4 | $241 |
IWD | 1,348 | +4 | $241 |
TENET HEALTHCARE CORP | 2,292 | +2,292 | $241 |
THC | 2,292 | +2,292 | $241 |
KRAFT HEINZ CO | 6,450 | -283 | $238 |
KHC | 6,450 | -283 | $238 |
SELECT SECTOR SPDR TR (XLF) | 5,599 | -100 | $236 |
XLF | 5,599 | -100 | $236 |
VANGUARD BD INDEX FDS (BND) | 3,235 | UNCH | $235 |
BND | 3,235 | UNCH | $235 |
COCA COLA EUROPACIFIC PARTNE | 3,359 | +69 | $235 |
CCEP | 3,359 | +69 | $235 |
CANADIAN PACIFIC KANSAS CITY | 2,667 | +96 | $235 |
CP | 2,667 | +96 | $235 |
WELLTOWER INC | 2,506 | +2,506 | $234 |
WELL | 2,506 | +2,506 | $234 |
ISHARES TR (QUAL) | 1,410 | +1,410 | $232 |
QUAL | 1,410 | +1,410 | $232 |
ILLINOIS TOOL WKS INC | 859 | +12 | $231 |
ITW | 859 | +12 | $231 |
PAYCHEX INC | 1,875 | +33 | $230 |
PAYX | 1,875 | +33 | $230 |
PALO ALTO NETWORKS INC | 792 | -453 | $225 |
PANW | 792 | -453 | $225 |
HSBC HLDGS PLC | 5,698 | +5,698 | $224 |
HSBC | 5,698 | +5,698 | $224 |
INTERACTIVE BROKERS GROUP IN | 2,009 | +2,009 | $224 |
IBKR | 2,009 | +2,009 | $224 |
TECK RESOURCES LTD | 4,865 | +4,865 | $223 |
TECK | 4,865 | +4,865 | $223 |
NOKIA CORP | 62,290 | +5,850 | $221 |
NOK | 62,290 | +5,850 | $221 |
BLACKROCK CR ALLOCATION INCO | 20,552 | -1,073 | $220 |
BTZ | 20,552 | -1,073 | $220 |
PLAINS GP HLDGS L P | 12,000 | UNCH | $219 |
PAGP | 12,000 | UNCH | $219 |
REGENERON PHARMACEUTICALS | 227 | +227 | $218 |
REGN | 227 | +227 | $218 |
ISHARES SILVER TR (SLV) | 9,597 | +9,597 | $218 |
SLV | 9,597 | +9,597 | $218 |
CINTAS CORP | 315 | +315 | $216 |
CTAS | 315 | +315 | $216 |
ISHARES TR (EFAV) | 3,054 | UNCH | $216 |
EFAV | 3,054 | UNCH | $216 |
DOW INC | 3,711 | -29 | $215 |
DOW | 3,711 | -29 | $215 |
HALLIBURTON CO | 5,362 | +5,362 | $211 |
HAL | 5,362 | +5,362 | $211 |
INTERPUBLIC GROUP COS INC | 6,465 | +6,465 | $211 |
IPG | 6,465 | +6,465 | $211 |
KAISER ALUMINUM CORP | 2,351 | +2,351 | $210 |
KALU | 2,351 | +2,351 | $210 |
SELECT SECTOR SPDR TR (XLV) | 1,424 | +1,424 | $210 |
XLV | 1,424 | +1,424 | $210 |
NIKE INC | 2,223 | -9 | $209 |
NKE | 2,223 | -9 | $209 |
ISHARES TR (IVE) | 1,111 | +1,111 | $208 |
IVE | 1,111 | +1,111 | $208 |
CADENCE DESIGN SYSTEM INC | 664 | +664 | $207 |
CDNS | 664 | +664 | $207 |
NEWMONT CORP | 5,779 | +5,779 | $207 |
NEM | 5,779 | +5,779 | $207 |
MORGAN STANLEY | 2,191 | +2,191 | $206 |
MS | 2,191 | +2,191 | $206 |
CLOUDFLARE INC | 2,112 | +2,112 | $205 |
NET | 2,112 | +2,112 | $205 |
SIMPSON MFG INC | 998 | +998 | $205 |
SSD | 998 | +998 | $205 |
CENTENE CORP DEL | 2,575 | +2,575 | $202 |
CNC | 2,575 | +2,575 | $202 |
HESS CORP | 1,319 | +1,319 | $201 |
HES | 1,319 | +1,319 | $201 |
BARRICK GOLD CORP | 11,944 | +393 | $199 |
GOLD | 11,944 | +393 | $199 |
EATON VANCE MUNI INCOME TRUS | 19,033 | -319 | $195 |
EVN | 19,033 | -319 | $195 |
CNH INDL N V | 13,856 | +2,841 | $180 |
CNHI | 13,856 | +2,841 | $180 |
ORANGE | 15,147 | +1,850 | $178 |
ORAN | 15,147 | +1,850 | $178 |
TELEFONICA S A | 39,655 | +4,050 | $175 |
TEF | 39,655 | +4,050 | $175 |
OUSTER INC | 21,345 | +4,446 | $169 |
OUST | 21,345 | +4,446 | $169 |
AGNC INVT CORP | 16,115 | -5,793 | $160 |
AGNC | 16,115 | -5,793 | $160 |
CLOUGH GLOBAL OPPORTUNITIES | 31,400 | -5,490 | $160 |
GLO | 31,400 | -5,490 | $160 |
ROCKET LAB USA INC | 37,373 | +9,747 | $154 |
RKLB | 37,373 | +9,747 | $154 |
NAVITAS SEMICONDUCTOR CORP | 32,158 | +15,335 | $153 |
NVTS | 32,158 | +15,335 | $153 |
ASE TECHNOLOGY HLDG CO LTD | 13,334 | -796 | $147 |
ASX | 13,334 | -796 | $147 |
FASTLY INC | 10,893 | +10,893 | $141 |
FSLY | 10,893 | +10,893 | $141 |
VERU INC | 170,750 | +170,750 | $120 |
VERU | 170,750 | +170,750 | $120 |
TELEFONICA BRASIL SA | 11,904 | -197 | $120 |
VIV | 11,904 | -197 | $120 |
BLACKROCK ENHANCED EQUITY DI | 13,698 | +36 | $113 |
BDJ | 13,698 | +36 | $113 |
BLACKROCK MUN INCOME TR | 10,800 | -340 | $112 |
BFK | 10,800 | -340 | $112 |
NUVEEN PFD & INCOME OPPORTUN | 14,502 | UNCH | $104 |
JPC | 14,502 | UNCH | $104 |
PIMCO HIGH INCOME FD | 20,693 | UNCH | $102 |
PHK | 20,693 | UNCH | $102 |
AMBEV SA | 37,053 | +1,473 | $92 |
ABEV | 37,053 | +1,473 | $92 |
CLOUGH GLOBAL EQUITY FD | 13,850 | +13,850 | $90 |
GLQ | 13,850 | +13,850 | $90 |
VS TRUST | 10,000 | +10,000 | $87 |
UVIX | 10,000 | +10,000 | $87 |
HELLO GROUP INC | 13,826 | +600 | $86 |
MOMO | 13,826 | +600 | $86 |
INVESCO SR INCOME TR | 16,500 | UNCH | $71 |
VVR | 16,500 | UNCH | $71 |
BUTTERFLY NETWORK INC | 60,937 | -1,495 | $66 |
BFLY | 60,937 | -1,495 | $66 |
MATTERPORT INC | 28,808 | +13,994 | $65 |
MTTR | 28,808 | +13,994 | $65 |
DIANA SHIPPING INC | 22,000 | UNCH | $64 |
DSX | 22,000 | UNCH | $64 |
LUMINAR TECHNOLOGIES INC | 20,702 | +8,161 | $41 |
LAZR | 20,702 | +8,161 | $41 |
VIRTUS CONVERTIBLE & INCOME | 11,000 | UNCH | $37 |
NCV | 11,000 | UNCH | $37 |
GINKGO BIOWORKS HOLDINGS INC | 25,639 | +156 | $30 |
DNA | 25,639 | +156 | $30 |
BLACKSTONE MORTGAGE TRUST IN | $22 | ||
NOTE 5 | 24,000 | +24,000 | $22 |
LENDINGTREE INC | $11 | ||
NOTE 0 | 12,000 | UNCH | $11 |
3M CO | 2,897 | +163 | $0 |
MMM | 2,897 | +163 | $0 |
ABBOTT LABS | $0 (exited) | ||
ABT | 0 | -2,225 | $0 |
AIR PRODS & CHEMS INC | $0 (exited) | ||
APD | 0 | -1,560 | $0 |
ALTERYX INC | $0 (exited) | ||
AYX | 0 | -79,016 | $0 |
CUMMINS INC | $0 (exited) | ||
CMI | 0 | -1,741 | $0 |
DUPONT DE NEMOURS INC | $0 (exited) | ||
DD | 0 | -2,672 | $0 |
DYNATRACE INC | $0 (exited) | ||
DT | 0 | -4,111 | $0 |
EVEREST GROUP LTD | $0 (exited) | ||
EG | 0 | -1,033 | $0 |
ENPHASE ENERGY INC | $0 (exited) | ||
ENPH | 0 | -1,683 | $0 |
EQUINOR ASA | $0 (exited) | ||
EQNR | 0 | -6,573 | $0 |
HDFC BANK LTD | $0 (exited) | ||
HDB | 0 | -3,181 | $0 |
ISHARES INC | $0 (exited) | ||
IEMG | 0 | -4,014 | $0 |
L3HARRIS TECHNOLOGIES INC | $0 (exited) | ||
LHX | 0 | -1,251 | $0 |
LIVENT CORP | $0 (exited) | ||
LTHM | 0 | -31,765 | $0 |
MGM RESORTS INTERNATIONAL | $0 (exited) | ||
MGM | 0 | -11,731 | $0 |
NEXTERA ENERGY INC | $0 (exited) | ||
NEE | 0 | -4,182 | $0 |
ISHARES TR | $0 (exited) | ||
PFF | 0 | -6,575 | $0 |
PROSHARES TR | $0 (exited) | ||
QLD | 0 | -23,365 | $0 |
ETF MANAGERS TR | $0 (exited) | ||
SILJ | 0 | -12,595 | $0 |
SPLUNK INC | $0 (exited) | ||
SPLK | 0 | -4,550 | $0 |
VIKING THERAPEUTICS INC | $0 (exited) | ||
VKTX | 0 | -10,000 | $0 |
WESTERN DIGITAL CORP. | 0 | -15,000 | $0 (exited) |
NOTE 1 | 0 | -15,000 | $0 |
See Summary: 180 Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By 180 Wealth Advisors LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
MCK | +1,443 | +$775 |
MLM | +1,092 | +$670 |
PYPL | +7,700 | +$516 |
PH | +724 | +$402 |
DFAS | +5,479 | +$342 |
ORLY | +273 | +$308 |
MCHI | +7,294 | +$290 |
IWM | +1,365 | +$287 |
TEL | +1,907 | +$277 |
PAYC | +1,388 | +$276 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AYX | -79,016 | -$3,718 |
QLD | -23,365 | -$1,716 |
SPLK | -4,550 | -$693 |
LTHM | -31,765 | -$573 |
MGM | -11,731 | -$534 |
APD | -1,560 | -$427 |
CMI | -1,741 | -$420 |
EG | -1,033 | -$374 |
LHX | -1,251 | -$262 |
NEE | -4,182 | -$258 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
MNKD | +216,880 | +$2,035 |
BCX | +95,452 | +$902 |
SLVP | +74,544 | +$807 |
WMT | +43,110 | +$564 |
NIO | +27,289 | -$134 |
DFAI | +26,839 | +$958 |
WBD | +26,636 | +$142 |
VOC | +19,404 | +$75 |
BMBL | +19,350 | +$148 |
GDX | +18,907 | +$653 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
CVS | -19,967 | -$1,618 |
ET | -6,476 | +$318 |
LEO | -6,097 | -$18 |
AGNC | -5,793 | -$52 |
GLO | -5,490 | -$12 |
DGRO | -5,462 | +$5 |
HPE | -4,161 | -$26 |
NVDA | -4,100 | +$6,341 |
TJX | -3,702 | -$102 |
Size ($ in 1000's)
At 03/31/2024: $556,070 At 12/31/2023: $499,509 180 Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 180 Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |