Chesapeake Asset Management as of June 30, 2025
Portfolio Holdings for Chesapeake Asset Management
Chesapeake Asset Management holds 321 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.3 | $11M | 23k | 497.41 | |
| Eli Lilly & Co. (LLY) | 6.2 | $6.9M | 8.9k | 779.53 | |
| Spotify Technology Sa (SPOT) | 5.6 | $6.3M | 8.2k | 767.34 | |
| Apple (AAPL) | 5.4 | $6.0M | 29k | 205.17 | |
| JPMorgan Chase & Co. (JPM) | 5.0 | $5.5M | 19k | 289.92 | |
| Ryder System (R) | 2.8 | $3.1M | 19k | 159.00 | |
| AFLAC Incorporated (AFL) | 2.7 | $3.0M | 28k | 105.46 | |
| Grupo Financiero Galicia Adr (GGAL) | 2.6 | $2.9M | 58k | 50.39 | |
| International Business Machines (IBM) | 2.4 | $2.7M | 9.1k | 294.78 | |
| Spdr S&p 500 Etf (SPY) | 2.2 | $2.4M | 3.9k | 619.21 | |
| Broadcom (AVGO) | 2.0 | $2.2M | 8.1k | 275.65 | |
| Merck & Co (MRK) | 1.8 | $2.0M | 25k | 79.16 | |
| Church & Dwight (CHD) | 1.7 | $1.9M | 19k | 96.11 | |
| Banco Bbva Argentina S A Adr (BBAR) | 1.5 | $1.7M | 102k | 16.46 | |
| Jacobs Engineering Group (J) | 1.4 | $1.6M | 12k | 131.45 | |
| SPDR Gold Trust (GLD) | 1.4 | $1.5M | 5.0k | 304.83 | |
| Amazon (AMZN) | 1.3 | $1.4M | 6.6k | 219.39 | |
| Banco Macro S A Fsponsored Adr 1 Adr Reps 10 Ord Adr (BMA) | 1.2 | $1.4M | 19k | 70.21 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $1.4M | 9.3k | 146.03 | |
| Guidewire Software (GWRE) | 1.2 | $1.3M | 5.7k | 235.45 | |
| Coreweave Inc Com Cl A (CRWV) | 1.2 | $1.3M | 7.9k | 163.06 | |
| Abbvie (ABBV) | 1.1 | $1.2M | 6.7k | 185.62 | |
| Simon Property (SPG) | 1.0 | $1.2M | 7.2k | 160.76 | |
| Unilever Adr (UL) | 1.0 | $1.1M | 19k | 61.17 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.9 | $1.0M | 1.8k | 552.23 | |
| Williams Companies (WMB) | 0.9 | $1.0M | 16k | 62.81 | |
| Pepsi (PEP) | 0.9 | $953k | 7.2k | 132.04 | |
| Boeing Company (BA) | 0.8 | $909k | 4.3k | 209.53 | |
| Facebook Inc cl a (META) | 0.8 | $890k | 1.2k | 738.70 | |
| Procter & Gamble Company (PG) | 0.8 | $874k | 5.5k | 159.32 | |
| YPF Sociedad Anonima Spons Adr (YPF) | 0.8 | $845k | 27k | 31.45 | |
| Primo Brand Corp-a (PRMB) | 0.7 | $831k | 28k | 29.62 | |
| McDonald's Corporation (MCD) | 0.7 | $791k | 2.7k | 292.17 | |
| Chevron Corporation (CVX) | 0.7 | $778k | 5.4k | 143.20 | |
| Pampa Energia SA ADR Ars Adr (PAM) | 0.7 | $777k | 11k | 69.38 | |
| Mondelez Int (MDLZ) | 0.7 | $762k | 11k | 67.44 | |
| Johnson & Johnson (JNJ) | 0.7 | $752k | 4.9k | 152.75 | |
| Eaton (ETN) | 0.7 | $749k | 2.1k | 356.99 | |
| Travelers Companies (TRV) | 0.7 | $742k | 2.8k | 267.54 | |
| Nextera Energy (NEE) | 0.6 | $716k | 10k | 69.42 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $704k | 1.5k | 463.14 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $655k | 6.1k | 107.80 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.6 | $650k | 11k | 60.94 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $600k | 2.7k | 218.64 | |
| Corning Incorporated (GLW) | 0.5 | $597k | 11k | 52.59 | |
| Automatic Data Processing (ADP) | 0.5 | $582k | 1.9k | 308.40 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $577k | 3.3k | 176.25 | |
| Home Depot (HD) | 0.5 | $550k | 1.5k | 366.64 | |
| PNC Financial Services (PNC) | 0.5 | $535k | 2.9k | 186.42 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $520k | 2.5k | 207.62 | |
| iShares Russell 2000 Index (IWM) | 0.5 | $515k | 2.4k | 215.79 | |
| NVIDIA Corporation (NVDA) | 0.5 | $508k | 3.2k | 157.99 | |
| PUT 100 LILLY ELI AND CO COM EXP 01-16-26 at 820.000 OPTION ROOT= LLY Option Put Option | 0.5 | $506k | 53.00 | 9550.00 | |
| PUT 100 APPLE INC COM EXP 03-20-26 at 200.000 OPTION ROOT= AAPL Option Put Option | 0.4 | $476k | 326.00 | 1460.00 | |
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $473k | 1.6k | 303.93 | |
| Paychex (PAYX) | 0.4 | $427k | 2.9k | 145.46 | |
| Air Products & Chemicals (APD) | 0.4 | $427k | 1.5k | 282.06 | |
| Kinder Morgan (KMI) | 0.4 | $404k | 14k | 29.40 | |
| Advanced Micro Devices (AMD) | 0.4 | $400k | 2.8k | 141.90 | |
| Cme (CME) | 0.4 | $394k | 1.4k | 275.62 | |
| Sempra Energy (SRE) | 0.3 | $368k | 4.9k | 75.77 | |
| Sony Corp ADR New Japan Adr (SONY) | 0.3 | $356k | 14k | 26.03 | |
| PPL Corporation (PPL) | 0.3 | $347k | 10k | 33.89 | |
| Ge Vernova (GEV) | 0.3 | $339k | 641.00 | 529.15 | |
| Oracle Corporation (ORCL) | 0.3 | $338k | 1.5k | 218.63 | |
| Cresud Sacifya Adr (CRESY) | 0.3 | $319k | 30k | 10.76 | |
| Realty Income (O) | 0.3 | $299k | 5.2k | 57.61 | |
| UnitedHealth (UNH) | 0.3 | $297k | 952.00 | 312.01 | |
| Cisco Systems (CSCO) | 0.3 | $296k | 4.3k | 69.38 | |
| Keurig Dr Pepper (KDP) | 0.3 | $291k | 8.8k | 33.06 | |
| Kraneshares Tr csi chi internet (KWEB) | 0.3 | $285k | 8.3k | 34.33 | |
| Verizon Communications (VZ) | 0.3 | $285k | 6.6k | 43.27 | |
| Loma Negra Cia Indl Ar Adr (LOMA) | 0.3 | $283k | 26k | 10.97 | |
| Vici Pptys (VICI) | 0.2 | $275k | 8.4k | 32.60 | |
| Hartford Financial Services (HIG) | 0.2 | $271k | 2.1k | 126.87 | |
| Ishares Bitcoin Tr (IBIT) | 0.2 | $270k | 4.4k | 61.21 | |
| Illinois Tool Works (ITW) | 0.2 | $269k | 1.1k | 247.25 | |
| Wec Energy Group (WEC) | 0.2 | $268k | 2.6k | 104.20 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.2 | $260k | 3.6k | 72.69 | |
| General Dynamics Corporation (GD) | 0.2 | $250k | 856.00 | 291.66 | |
| Quanta Services (PWR) | 0.2 | $249k | 658.00 | 378.08 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.2 | $241k | 2.4k | 100.69 | |
| Robinhood Mkts (HOOD) | 0.2 | $238k | 2.5k | 93.63 | |
| Te Connectivity (TEL) | 0.2 | $237k | 1.4k | 168.67 | |
| Schwab Strategic Tr 0 (SCHP) | 0.2 | $233k | 8.7k | 26.68 | |
| At&t (T) | 0.2 | $224k | 7.8k | 28.94 | |
| Utilities SPDR (XLU) | 0.2 | $221k | 2.7k | 81.66 | |
| Dell Technologies (DELL) | 0.2 | $211k | 1.7k | 122.60 | |
| Naspers | 0.2 | $206k | 665.00 | 310.35 | |
| Oneok (OKE) | 0.2 | $204k | 2.5k | 81.63 | |
| Accenture (ACN) | 0.2 | $196k | 655.00 | 298.89 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $193k | 379.00 | 509.31 | |
| Vistra Energy (VST) | 0.2 | $189k | 974.00 | 193.81 | |
| Alibaba Group Hldg Ltd F Adr (BABA) | 0.2 | $186k | 85.00 | 2186.80 | |
| Philip Morris International (PM) | 0.2 | $179k | 983.00 | 182.13 | |
| Fastenal Company (FAST) | 0.2 | $172k | 4.1k | 42.00 | |
| Pfizer (PFE) | 0.2 | $171k | 7.1k | 24.24 | |
| Prologis (PLD) | 0.1 | $164k | 1.6k | 105.12 | |
| Union Pacific Corporation (UNP) | 0.1 | $159k | 692.00 | 230.08 | |
| CALL 100 LILLY ELI CO COM EXP 01-16-26 at 960.000 OPTION Option Call Option | 0.1 | $148k | 53.00 | 2790.00 | |
| Invesco Nasdaq 100 Etf (QQQM) | 0.1 | $147k | 646.00 | 227.16 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $142k | 1.1k | 135.04 | |
| AvalonBay Communities (AVB) | 0.1 | $141k | 693.00 | 203.50 | |
| Valmont Industries (VMI) | 0.1 | $141k | 430.00 | 327.25 | |
| Siemens Energy AG Unsp Adr (SMNEY) | 0.1 | $140k | 1.2k | 115.86 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $134k | 236.00 | 568.16 | |
| Ies Hldgs (IESC) | 0.1 | $134k | 451.00 | 296.23 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $133k | 2.2k | 60.03 | |
| Baker Hughes A Ge Company (BKR) | 0.1 | $133k | 3.5k | 38.34 | |
| Core Scientific (CORZ) | 0.1 | $131k | 7.7k | 17.07 | |
| Phillips 66 (PSX) | 0.1 | $125k | 1.0k | 119.30 | |
| Ing Groep N V Adr (ING) | 0.1 | $125k | 5.7k | 21.87 | |
| Morgan Stanley (MS) | 0.1 | $125k | 884.00 | 140.86 | |
| Walt Disney Company (DIS) | 0.1 | $122k | 983.00 | 124.12 | |
| Apollo Global Mgmt (APO) | 0.1 | $114k | 800.00 | 141.87 | |
| General Electric (GE) | 0.1 | $109k | 422.00 | 257.53 | |
| Viad (PRSU) | 0.1 | $107k | 3.7k | 28.83 | |
| Altc Acquisition Corp (OKLO) | 0.1 | $105k | 1.9k | 55.99 | |
| Qualcomm (QCOM) | 0.1 | $103k | 644.00 | 159.26 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.1 | $92k | 250.00 | 366.17 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $91k | 1.8k | 49.46 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $88k | 1.2k | 70.41 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $84k | 471.00 | 177.65 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $83k | 170.00 | 485.76 | |
| Airbnb (ABNB) | 0.1 | $81k | 611.00 | 132.34 | |
| United Parcel Service (UPS) | 0.1 | $79k | 782.00 | 100.94 | |
| Coca-Cola Company (KO) | 0.1 | $75k | 1.1k | 70.77 | |
| Visa (V) | 0.1 | $67k | 189.00 | 355.05 | |
| Ishares Tr cmn (STIP) | 0.1 | $65k | 627.00 | 102.91 | |
| Hp (HPQ) | 0.1 | $62k | 2.5k | 24.46 | |
| Vanguard European ETF (VGK) | 0.1 | $58k | 750.00 | 77.50 | |
| iShares S&P 500 Index (IVV) | 0.1 | $57k | 91.00 | 620.89 | |
| Cheniere Energy Partners (CQP) | 0.1 | $56k | 1.0k | 56.05 | |
| Teradyne (TER) | 0.0 | $49k | 540.00 | 89.92 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $48k | 983.00 | 49.03 | |
| Carrier Global Corporation (CARR) | 0.0 | $48k | 650.00 | 73.19 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $44k | 2.4k | 18.28 | |
| Digital Realty Trust (DLR) | 0.0 | $43k | 245.00 | 174.33 | |
| Nike (NKE) | 0.0 | $43k | 600.00 | 71.04 | |
| Ares Capital Corporation (ARCC) | 0.0 | $43k | 1.9k | 21.96 | |
| Bristol Myers Squibb (BMY) | 0.0 | $42k | 917.00 | 46.29 | |
| Vanguard Pacific ETF (VPL) | 0.0 | $41k | 499.00 | 82.18 | |
| Costco Wholesale Corporation (COST) | 0.0 | $41k | 41.00 | 989.93 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $40k | 687.00 | 58.78 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $39k | 397.00 | 99.02 | |
| Blackrock (BLK) | 0.0 | $39k | 37.00 | 1049.24 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $38k | 300.00 | 126.29 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $38k | 509.00 | 73.63 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $37k | 250.00 | 149.58 | |
| Uber Technologies (UBER) | 0.0 | $37k | 400.00 | 93.30 | |
| CVS Caremark Corporation (CVS) | 0.0 | $37k | 540.00 | 68.98 | |
| Schlumberger (SLB) | 0.0 | $37k | 1.1k | 33.80 | |
| Lucid Group | 0.0 | $35k | 17k | 2.11 | |
| Wal-Mart Stores (WMT) | 0.0 | $33k | 341.00 | 97.78 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $33k | 334.00 | 99.20 | |
| Nutrien (NTR) | 0.0 | $33k | 562.00 | 58.20 | |
| JPMorgan BetaBuilders Canada ETF (BBCA) | 0.0 | $32k | 400.00 | 80.70 | |
| Ishares Tr core tl usd bd (IUSB) | 0.0 | $32k | 686.00 | 46.23 | |
| Paypal Holdings (PYPL) | 0.0 | $32k | 425.00 | 74.32 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $30k | 276.00 | 110.10 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $29k | 325.00 | 89.47 | |
| salesforce (CRM) | 0.0 | $28k | 100.00 | 274.64 | |
| Valero Energy Corporation (VLO) | 0.0 | $27k | 200.00 | 134.42 | |
| Emerson Electric (EMR) | 0.0 | $27k | 200.00 | 133.33 | |
| Everest Re Group (EG) | 0.0 | $26k | 76.00 | 339.84 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $26k | 200.00 | 128.41 | |
| Targa Res Corp (TRGP) | 0.0 | $25k | 144.00 | 174.08 | |
| United Rentals (URI) | 0.0 | $23k | 30.00 | 776.47 | |
| Duke Energy (DUK) | 0.0 | $23k | 196.00 | 118.00 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $23k | 123.00 | 182.81 | |
| Zscaler Incorporated (ZS) | 0.0 | $22k | 70.00 | 313.93 | |
| Vanguard Scottsdale Fds cmn (VTHR) | 0.0 | $22k | 80.00 | 272.75 | |
| Blackrock Etf Trust us eqt factor (DYNF) | 0.0 | $21k | 386.00 | 54.46 | |
| American Electric Power Company (AEP) | 0.0 | $21k | 200.00 | 103.76 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $21k | 325.00 | 63.48 | |
| Allete (ALE) | 0.0 | $19k | 300.00 | 64.07 | |
| Martin Marietta Materials (MLM) | 0.0 | $19k | 35.00 | 548.94 | |
| Eversource Energy (ES) | 0.0 | $19k | 300.00 | 63.62 | |
| O'reilly Automotive (ORLY) | 0.0 | $19k | 210.00 | 90.13 | |
| Enterprise Products Partners (EPD) | 0.0 | $19k | 600.00 | 31.01 | |
| S&p Global Water Index Etf etf (CGW) | 0.0 | $18k | 295.00 | 62.50 | |
| Vulcan Materials Company (VMC) | 0.0 | $18k | 70.00 | 260.81 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $18k | 162.00 | 112.00 | |
| Brown-Forman Corporation (BF.B) | 0.0 | $18k | 650.00 | 26.91 | |
| Iron Mountain (IRM) | 0.0 | $17k | 170.00 | 102.56 | |
| Tesla Motors (TSLA) | 0.0 | $17k | 53.00 | 317.64 | |
| Starbucks Corporation (SBUX) | 0.0 | $17k | 181.00 | 91.63 | |
| Ishares Tr core msci euro (IEUR) | 0.0 | $16k | 236.00 | 66.20 | |
| Ericsson F Adr (ERIC) | 0.0 | $15k | 1.8k | 8.48 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $15k | 61.00 | 236.97 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $14k | 273.00 | 52.78 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $14k | 35.00 | 408.29 | |
| Abbott Laboratories (ABT) | 0.0 | $14k | 104.00 | 136.01 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $14k | 250.00 | 56.15 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $14k | 480.00 | 29.21 | |
| Lowe's Companies (LOW) | 0.0 | $14k | 61.00 | 222.28 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $13k | 60.00 | 223.77 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $13k | 30.00 | 445.20 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $13k | 100.00 | 128.92 | |
| Micron Technology (MU) | 0.0 | $12k | 100.00 | 123.25 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $12k | 61.00 | 195.41 | |
| Recursion Pharmaceuticals (RXRX) | 0.0 | $12k | 2.3k | 5.06 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $11k | 66.00 | 173.26 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $11k | 51.00 | 218.47 | |
| Vanguard Growth ETF (VUG) | 0.0 | $11k | 25.00 | 438.40 | |
| Draftkings (DKNG) | 0.0 | $11k | 255.00 | 42.89 | |
| Intel Corporation (INTC) | 0.0 | $11k | 486.00 | 22.40 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $11k | 215.00 | 50.27 | |
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $11k | 189.00 | 56.97 | |
| Analog Devices (ADI) | 0.0 | $11k | 45.00 | 238.00 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $11k | 136.00 | 78.70 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $11k | 110.00 | 97.26 | |
| Put Merck And Co. Inc. 70 Exp 01/16/26 Option Put Option | 0.0 | $11k | 20.00 | 527.40 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $10k | 167.00 | 61.84 | |
| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $10k | 935.00 | 10.95 | |
| Ford Motor Company (F) | 0.0 | $9.7k | 895.00 | 10.85 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $9.6k | 24.00 | 399.38 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $9.6k | 227.00 | 42.12 | |
| GSK Adr (GSK) | 0.0 | $9.5k | 248.00 | 38.40 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $9.3k | 59.00 | 157.93 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.0 | $8.9k | 125.00 | 71.26 | |
| CSX Corporation (CSX) | 0.0 | $8.8k | 269.00 | 32.72 | |
| Comcast Corporation (CMCSA) | 0.0 | $8.8k | 246.00 | 35.69 | |
| Medtronic (MDT) | 0.0 | $8.7k | 100.00 | 87.17 | |
| Amentum Holdings (AMTM) | 0.0 | $8.7k | 369.00 | 23.61 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $8.7k | 117.00 | 74.16 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $8.6k | 13.00 | 663.23 | |
| Kurv Etf Tr (AMZP) | 0.0 | $8.6k | 296.00 | 29.02 | |
| Put United Parcel Svc In 85 Exp 01/16/26 Option Put Option | 0.0 | $8.5k | 16.00 | 528.88 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.0 | $8.3k | 84.00 | 99.11 | |
| iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.0 | $8.0k | 94.00 | 84.88 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $7.5k | 15.00 | 499.93 | |
| Ishares Inc msci emrg chn (EMXC) | 0.0 | $7.4k | 117.00 | 63.14 | |
| Expedia (EXPE) | 0.0 | $7.2k | 42.00 | 171.45 | |
| Palantir Technologies (PLTR) | 0.0 | $7.1k | 52.00 | 136.31 | |
| D-wave Quantum (QBTS) | 0.0 | $7.0k | 480.00 | 14.64 | |
| Honeywell International (HON) | 0.0 | $7.0k | 30.00 | 232.87 | |
| Amgen (AMGN) | 0.0 | $7.0k | 25.00 | 279.20 | |
| Clover Health Investments Corp Com Cl A (CLOV) | 0.0 | $6.7k | 2.4k | 2.79 | |
| Hsbc Hldgs Plc Spons Adr (HSBC) | 0.0 | $6.1k | 100.00 | 60.79 | |
| First Citizens BancShares (FCNCA) | 0.0 | $5.9k | 3.00 | 1956.33 | |
| Rekor Systems (REKR) | 0.0 | $5.8k | 5.0k | 1.16 | |
| Flutter Entertainment (FLUT) | 0.0 | $5.7k | 20.00 | 285.75 | |
| Delta Air Lines (DAL) | 0.0 | $5.7k | 115.00 | 49.17 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $5.6k | 270.00 | 20.75 | |
| Ishares Tr us infrastruc (IFRA) | 0.0 | $5.5k | 111.00 | 49.19 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $5.3k | 60.00 | 89.05 | |
| Coinbase Global (COIN) | 0.0 | $5.3k | 15.00 | 350.47 | |
| Warner Bros. Discovery (WBD) | 0.0 | $5.0k | 436.00 | 11.46 | |
| Selective Insurance (SIGI) | 0.0 | $4.9k | 56.00 | 86.64 | |
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $4.7k | 85.00 | 55.01 | |
| U.S. Bancorp (USB) | 0.0 | $4.7k | 103.00 | 45.24 | |
| Public Service Enterprise (PEG) | 0.0 | $4.5k | 54.00 | 84.17 | |
| Palo Alto Networks (PANW) | 0.0 | $4.5k | 22.00 | 204.64 | |
| Energy Transfer Equity (ET) | 0.0 | $4.4k | 243.00 | 18.18 | |
| Goldman Sachs (GS) | 0.0 | $4.3k | 6.00 | 718.50 | |
| EOG Resources (EOG) | 0.0 | $4.3k | 35.00 | 121.63 | |
| Alaska Air (ALK) | 0.0 | $4.2k | 1.6k | 2.57 | |
| First Solar (FSLR) | 0.0 | $4.1k | 25.00 | 165.52 | |
| Call Apple Inc 235 Exp 12/19/25 Option Call Option | 0.0 | $4.1k | 7.00 | 587.43 | |
| iShares MSCI Australia Index Fund (EWA) | 0.0 | $3.9k | 150.00 | 26.32 | |
| Kraft Heinz (KHC) | 0.0 | $3.8k | 148.00 | 25.82 | |
| Lithium Americas Corp (LAC) | 0.0 | $3.7k | 1.4k | 2.68 | |
| Plug Power (PLUG) | 0.0 | $3.6k | 2.4k | 1.49 | |
| Put Robinhood Mkts Inc 50 Exp 01/16/26 Option Put Option | 0.0 | $3.5k | 15.00 | 231.00 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $3.2k | 34.00 | 93.88 | |
| TKO Group Holdings (TKO) | 0.0 | $3.1k | 17.00 | 181.94 | |
| Put Oneok Inc New 65 Exp 01/16/26 Option Put Option | 0.0 | $3.0k | 15.00 | 202.53 | |
| Citigroup (C) | 0.0 | $3.0k | 35.00 | 86.77 | |
| Southwest Airlines (LUV) | 0.0 | $2.9k | 90.00 | 32.43 | |
| Chubb (CB) | 0.0 | $2.9k | 10.00 | 289.70 | |
| Lithium Americas Argentina Corp (LAR) | 0.0 | $2.9k | 1.4k | 2.08 | |
| Roblox Corp (RBLX) | 0.0 | $2.6k | 25.00 | 105.20 | |
| SPDR S&P Metals and Mining (XME) | 0.0 | $2.5k | 37.00 | 67.22 | |
| Sila Realty Trust (SILA) | 0.0 | $2.3k | 99.00 | 23.67 | |
| Put Exxon Mobil Corp 100 Exp 01/16/26 Option Put Option | 0.0 | $2.3k | 9.00 | 255.44 | |
| FedEx Corporation (FDX) | 0.0 | $2.3k | 10.00 | 227.30 | |
| Invesco Actively Managd Etf optimum yield (PDBC) | 0.0 | $2.2k | 166.00 | 13.04 | |
| MGM Resorts International. (MGM) | 0.0 | $2.0k | 58.00 | 34.38 | |
| Haleon Adr (HLN) | 0.0 | $2.0k | 190.00 | 10.37 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $1.9k | 22.00 | 88.23 | |
| Zoominfo Technologies (GTM) | 0.0 | $1.9k | 189.00 | 10.12 | |
| Put Nvidia Corp 100 Exp 01/16/26 Option Put Option | 0.0 | $1.9k | 18.00 | 102.89 | |
| Put Unitedhealth Group I 230 Exp 01/16/26 Option Put Option | 0.0 | $1.8k | 2.00 | 900.00 | |
| Put Starbucks Corp 75 Exp 01/16/26 Option Put Option | 0.0 | $1.7k | 7.00 | 241.43 | |
| Wabtec Corporation (WAB) | 0.0 | $1.7k | 8.00 | 209.25 | |
| Put Amazon.com Inc 140 Exp 08/15/25 Option Put Option | 0.0 | $1.7k | 9.00 | 186.00 | |
| Rli (RLI) | 0.0 | $1.4k | 20.00 | 72.20 | |
| Put Occidental Pete Corp 32.5 Exp 01/16/26 Option Put Option | 0.0 | $1.3k | 15.00 | 85.47 | |
| Put Advanced Micro Devic 70 Exp 08/15/25 Option Put Option | 0.0 | $1.3k | 28.00 | 45.57 | |
| Put Hartford Ins Group I 100 Exp 12/19/25 Option Put Option | 0.0 | $1.3k | 10.00 | 127.10 | |
| Put Paychex Inc 125 Exp 01/16/26 Option Put Option | 0.0 | $1.2k | 4.00 | 302.50 | |
| Put Alibaba Group Hldg L 100 Adj Exp 09/19/25reps 100 Baba 95 Cash Option Put Option | 0.0 | $1.2k | 8.00 | 150.12 | |
| Echostar Corporation (SATS) | 0.0 | $1.2k | 43.00 | 27.70 | |
| Put Chevron Corp New 115 Exp 01/16/26 Option Put Option | 0.0 | $1.0k | 5.00 | 200.00 | |
| Put Tesla Inc 125 Exp 01/16/26 Option Put Option | 0.0 | $912.000000 | 5.00 | 182.40 | |
| Ishares Tr core msci pac (IPAC) | 0.0 | $892.999900 | 13.00 | 68.69 | |
| Viacomcbs (PARA) | 0.0 | $837.999500 | 65.00 | 12.89 | |
| Put Meta Platforms Inc 450 Exp 08/15/25 Option Put Option | 0.0 | $800.000000 | 2.00 | 400.00 | |
| Put Mcdonalds Corp 250 Exp 01/16/26 Option Put Option | 0.0 | $795.000000 | 2.00 | 397.50 | |
| Rigetti Computing (RGTI) | 0.0 | $711.000000 | 60.00 | 11.85 | |
| Vanguard Value ETF (VTV) | 0.0 | $706.000000 | 4.00 | 176.50 | |
| Put Jpmorgan Chase Co 220 Exp 01/16/26 Option Put Option | 0.0 | $650.000000 | 2.00 | 325.00 | |
| Put Dell Technologies In 70 Exp 01/16/26 Option Put Option | 0.0 | $628.999200 | 18.00 | 34.94 | |
| Peloton Interactive Inc cl a (PTON) | 0.0 | $623.997000 | 90.00 | 6.93 | |
| Ark Etf Tr gen rev mltsct (ARKG) | 0.0 | $612.000000 | 25.00 | 24.48 | |
| Viacomcbs (PARAA) | 0.0 | $504.000200 | 22.00 | 22.91 | |
| Put Walmart Inc 85 Exp 09/19/25 Option Put Option | 0.0 | $499.000200 | 6.00 | 83.17 | |
| Put Ishr Bitcoin Tr Etf 35 Exp 08/15/25 Option Put Option | 0.0 | $319.999400 | 14.00 | 22.86 | |
| Organon & Co (OGN) | 0.0 | $290.001000 | 30.00 | 9.67 | |
| American International (AIG) | 0.0 | $255.999900 | 3.00 | 85.33 | |
| Viatris (VTRS) | 0.0 | $214.000800 | 24.00 | 8.92 | |
| Mind Medicine Mindmed (MNMD) | 0.0 | $213.998400 | 33.00 | 6.48 | |
| Bilibili Inc Funsponsored Adr 1 Adr Reps 1 Ord Adr (BILI) | 0.0 | $192.999600 | 9.00 | 21.44 | |
| Chargepoint Holdings Inc Com Cl A | 0.0 | $175.000000 | 250.00 | 0.70 | |
| Put Uber Technologies In 70 Exp 08/15/25 Option Put Option | 0.0 | $166.999800 | 6.00 | 27.83 | |
| Transocean (RIG) | 0.0 | $100.998300 | 39.00 | 2.59 | |
| Put Oracle Corp 120 Exp 08/15/25 Option Put Option | 0.0 | $45.999900 | 3.00 | 15.33 | |
| Beyond Meat (BYND) | 0.0 | $17.000000 | 5.00 | 3.40 | |
| Virgin Galactic Holdings (SPCE) | 0.0 | $13.000000 | 5.00 | 2.60 | |
| Oragenics (OGEN) | 0.0 | $3.000000 | 1.00 | 3.00 |