Clear Harbor Asset Management as of June 30, 2024
Portfolio Holdings for Clear Harbor Asset Management
Clear Harbor Asset Management holds 352 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Roper Industries (ROP) | 10.6 | $124M | 220k | 563.66 | |
Apple (AAPL) | 6.1 | $71M | 338k | 210.62 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $40M | 74k | 544.22 | |
Parker-Hannifin Corporation (PH) | 2.6 | $30M | 60k | 505.81 | |
Microsoft Corporation (MSFT) | 2.6 | $30M | 67k | 446.95 | |
American Water Works (AWK) | 2.3 | $27M | 208k | 129.16 | |
Flex Ord (FLEX) | 2.3 | $27M | 906k | 29.49 | |
Alphabet Cap Stk Cl C (GOOG) | 2.1 | $25M | 134k | 183.42 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $24M | 117k | 202.26 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $23M | 57k | 406.80 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $22M | 83k | 267.51 | |
4068594 Enphase Energy (ENPH) | 1.5 | $18M | 175k | 99.71 | |
Amazon (AMZN) | 1.4 | $17M | 87k | 193.25 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $17M | 91k | 182.15 | |
Caterpillar (CAT) | 1.3 | $15M | 46k | 333.10 | |
Danaher Corporation (DHR) | 1.3 | $15M | 60k | 249.85 | |
Trimble Navigation (TRMB) | 1.2 | $15M | 259k | 55.92 | |
NVIDIA Corporation Call Option (NVDA) | 1.2 | $14M | 112k | 123.54 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $13M | 37k | 364.51 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $13M | 222k | 58.64 | |
Honeywell International (HON) | 1.0 | $12M | 56k | 213.54 | |
Core & Main Cl A (CNM) | 1.0 | $11M | 232k | 48.94 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.0 | $11M | 297k | 37.95 | |
Hartford Financial Services (HIG) | 0.9 | $11M | 108k | 100.54 | |
Mastercard Incorporated Cl A (MA) | 0.8 | $9.0M | 20k | 441.18 | |
Johnson & Johnson (JNJ) | 0.8 | $8.8M | 60k | 146.16 | |
Ishares Gold Tr Ishares New (IAU) | 0.7 | $8.6M | 197k | 43.93 | |
Raytheon Technologies Corp (RTX) | 0.7 | $8.6M | 85k | 100.39 | |
Copart (CPRT) | 0.7 | $8.5M | 158k | 54.16 | |
New Jersey Resources Corporation (NJR) | 0.7 | $8.5M | 198k | 42.74 | |
Exxon Mobil Corporation (XOM) | 0.7 | $8.0M | 70k | 115.12 | |
Leidos Holdings (LDOS) | 0.7 | $8.0M | 55k | 145.88 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $8.0M | 46k | 173.81 | |
Visa Com Cl A (V) | 0.7 | $7.7M | 30k | 262.47 | |
Hexcel Corporation (HXL) | 0.7 | $7.6M | 122k | 62.45 | |
Citigroup Com New (C) | 0.6 | $7.3M | 115k | 63.46 | |
Nextracker Class A Com (NXT) | 0.6 | $7.1M | 152k | 46.88 | |
Cme (CME) | 0.6 | $7.1M | 36k | 196.60 | |
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) | 0.6 | $6.7M | 14k | 479.11 | |
Thermo Fisher Scientific (TMO) | 0.6 | $6.7M | 12k | 553.01 | |
Home Depot (HD) | 0.6 | $6.6M | 19k | 344.24 | |
BlackRock (BLK) | 0.6 | $6.5M | 8.3k | 787.33 | |
Everest Re Group (EG) | 0.6 | $6.5M | 17k | 381.03 | |
Ecolab (ECL) | 0.6 | $6.5M | 27k | 238.00 | |
Dover Corporation (DOV) | 0.6 | $6.5M | 36k | 180.45 | |
Ready Cap Corp Com reit (RC) | 0.5 | $6.4M | 783k | 8.18 | |
Markel Corporation (MKL) | 0.5 | $6.1M | 3.8k | 1575.66 | |
Axis Cap Hldgs SHS (AXS) | 0.5 | $6.0M | 86k | 70.65 | |
Procter & Gamble Company (PG) | 0.5 | $5.9M | 36k | 164.92 | |
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) | 0.5 | $5.7M | 227k | 25.13 | |
S&p Global (SPGI) | 0.5 | $5.7M | 13k | 446.00 | |
Union Pacific Corporation (UNP) | 0.5 | $5.7M | 25k | 226.26 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.6M | 47k | 118.60 | |
Abbvie (ABBV) | 0.5 | $5.6M | 33k | 171.52 | |
Merck & Co (MRK) | 0.5 | $5.6M | 45k | 123.80 | |
Chesapeake Utilities Corporation (CPK) | 0.5 | $5.5M | 51k | 106.20 | |
Abbott Laboratories (ABT) | 0.5 | $5.3M | 51k | 103.91 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $5.2M | 48k | 110.35 | |
HEICO Corporation (HEI) | 0.4 | $5.1M | 23k | 223.62 | |
Ametek (AME) | 0.4 | $4.8M | 29k | 166.71 | |
Intellicheck Com New (IDN) | 0.4 | $4.7M | 1.4M | 3.42 | |
West Pharmaceutical Services (WST) | 0.4 | $4.7M | 14k | 329.41 | |
Booking Holdings (BKNG) | 0.4 | $4.7M | 1.2k | 3961.50 | |
Zoetis Cl A (ZTS) | 0.4 | $4.5M | 26k | 173.36 | |
Tyler Technologies (TYL) | 0.4 | $4.4M | 8.8k | 502.78 | |
Oracle Corporation (ORCL) | 0.4 | $4.4M | 31k | 141.20 | |
UnitedHealth (UNH) | 0.4 | $4.3M | 8.5k | 509.26 | |
Blackstone Group Inc Com Cl A (BX) | 0.4 | $4.2M | 34k | 123.80 | |
Tfii Cn (TFII) | 0.4 | $4.2M | 29k | 145.18 | |
Diamondback Energy (FANG) | 0.4 | $4.1M | 21k | 200.19 | |
McKesson Corporation (MCK) | 0.4 | $4.1M | 7.1k | 584.04 | |
American Tower Reit (AMT) | 0.3 | $4.0M | 21k | 194.38 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $4.0M | 9.0k | 444.85 | |
Msci (MSCI) | 0.3 | $3.8M | 7.9k | 481.77 | |
IDEXX Laboratories (IDXX) | 0.3 | $3.8M | 7.8k | 487.20 | |
L3harris Technologies (LHX) | 0.3 | $3.8M | 17k | 224.58 | |
Meta Platforms Cl A (META) | 0.3 | $3.7M | 7.4k | 504.22 | |
Qorvo (QRVO) | 0.3 | $3.4M | 29k | 116.04 | |
Tradeweb Mkts Cl A (TW) | 0.3 | $3.4M | 32k | 106.00 | |
Applied Materials (AMAT) | 0.3 | $3.2M | 14k | 235.99 | |
Cadence Design Systems (CDNS) | 0.3 | $3.1M | 10k | 307.75 | |
Wells Fargo & Company (WFC) | 0.3 | $3.1M | 52k | 59.39 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.1M | 20k | 150.43 | |
Amgen (AMGN) | 0.2 | $2.9M | 9.3k | 312.48 | |
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $2.9M | 51k | 56.43 | |
Intuit (INTU) | 0.2 | $2.9M | 4.4k | 657.27 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.8M | 2.7k | 1022.73 | |
Chevron Corporation (CVX) | 0.2 | $2.8M | 18k | 156.42 | |
California Water Service (CWT) | 0.2 | $2.7M | 56k | 48.49 | |
CF Industries Holdings (CF) | 0.2 | $2.7M | 36k | 74.12 | |
AES Corporation (AES) | 0.2 | $2.6M | 147k | 17.57 | |
Alcon Ord Shs (ALC) | 0.2 | $2.6M | 29k | 89.29 | |
Micron Technology (MU) | 0.2 | $2.5M | 19k | 131.53 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $2.5M | 2.4k | 1051.03 | |
Ftai Aviation SHS (FTAI) | 0.2 | $2.5M | 24k | 103.23 | |
Costco Wholesale Corporation (COST) | 0.2 | $2.4M | 2.8k | 849.99 | |
Teledyne Technologies Incorporated (TDY) | 0.2 | $2.4M | 6.1k | 387.98 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.4M | 14k | 164.28 | |
Antero Res (AR) | 0.2 | $2.3M | 70k | 32.63 | |
Qualcomm (QCOM) | 0.2 | $2.3M | 11k | 199.18 | |
First Solar (FSLR) | 0.2 | $2.1M | 9.4k | 225.46 | |
Cloudflare Cl A Com (NET) | 0.2 | $2.0M | 25k | 82.83 | |
Ishares Msci Gbl Etf New (PICK) | 0.2 | $2.0M | 49k | 40.83 | |
Pfizer (PFE) | 0.2 | $2.0M | 71k | 27.98 | |
Lennar Corp Cl A (LEN) | 0.2 | $2.0M | 13k | 149.87 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.9M | 26k | 72.00 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $1.9M | 116k | 16.25 | |
Devon Energy Corporation (DVN) | 0.2 | $1.8M | 38k | 47.40 | |
salesforce (CRM) | 0.2 | $1.8M | 7.0k | 257.10 | |
Chubb (CB) | 0.1 | $1.7M | 6.7k | 255.08 | |
Discover Financial Services (DFS) | 0.1 | $1.6M | 12k | 130.81 | |
Cigna Corp (CI) | 0.1 | $1.6M | 4.9k | 330.57 | |
SJW (SJW) | 0.1 | $1.6M | 30k | 54.22 | |
Vermilion Energy (VET) | 0.1 | $1.6M | 144k | 11.01 | |
Hca Holdings (HCA) | 0.1 | $1.6M | 4.9k | 321.28 | |
Essential Utils (WTRG) | 0.1 | $1.6M | 42k | 37.33 | |
Veeva Sys Cl A Com (VEEV) | 0.1 | $1.5M | 8.5k | 183.01 | |
Toll Brothers (TOL) | 0.1 | $1.5M | 13k | 115.18 | |
Tenet Healthcare Corp Com New (THC) | 0.1 | $1.5M | 12k | 133.03 | |
FedEx Corporation (FDX) | 0.1 | $1.5M | 5.1k | 299.84 | |
Lowe's Companies (LOW) | 0.1 | $1.5M | 6.9k | 220.46 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.5M | 24k | 64.95 | |
Emerson Electric (EMR) | 0.1 | $1.5M | 14k | 110.16 | |
Diageo Spon Adr New (DEO) | 0.1 | $1.5M | 12k | 126.08 | |
Autodesk (ADSK) | 0.1 | $1.5M | 6.0k | 247.45 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.5M | 16k | 90.19 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.4M | 6.7k | 215.01 | |
Tesla Motors (TSLA) | 0.1 | $1.4M | 7.2k | 197.88 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | 17k | 81.08 | |
Franco-Nevada Corporation (FNV) | 0.1 | $1.4M | 12k | 118.52 | |
Broadcom (AVGO) | 0.1 | $1.3M | 840.00 | 1605.53 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.3M | 15k | 91.78 | |
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $1.3M | 8.7k | 153.99 | |
AmerisourceBergen (COR) | 0.1 | $1.3M | 5.9k | 225.30 | |
Himax Technologies Sponsored Adr (HIMX) | 0.1 | $1.3M | 165k | 7.94 | |
Stryker Corporation (SYK) | 0.1 | $1.3M | 3.8k | 340.25 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | 5.2k | 242.14 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.2M | 12k | 103.86 | |
Caesars Entertainment (CZR) | 0.1 | $1.2M | 31k | 39.74 | |
Intel Corporation (INTC) | 0.1 | $1.2M | 40k | 30.97 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $1.2M | 27k | 44.60 | |
Trane Technologies SHS (TT) | 0.1 | $1.2M | 3.7k | 328.93 | |
Scorpio Tankers SHS (STNG) | 0.1 | $1.2M | 15k | 81.29 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 6.5k | 182.55 | |
Titan International Call Option (TWI) | 0.1 | $1.2M | 158k | 7.41 | |
Chesapeake Energy Corp (CHK) | 0.1 | $1.1M | 14k | 82.19 | |
Illumina (ILMN) | 0.1 | $1.1M | 11k | 104.38 | |
Dell Technologies CL C (DELL) | 0.1 | $1.1M | 7.9k | 137.91 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.1M | 2.0k | 535.08 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $1.1M | 17k | 63.03 | |
Kkr & Co (KKR) | 0.1 | $1.1M | 10k | 105.24 | |
Bank of America Corporation (BAC) | 0.1 | $1.1M | 27k | 39.77 | |
Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.0M | 18k | 59.20 | |
Western Digital (WDC) | 0.1 | $1.0M | 14k | 75.77 | |
Coca-Cola Company (KO) | 0.1 | $1.0M | 16k | 63.65 | |
Ishares Em Mkt Sm-cp Etf (EEMS) | 0.1 | $994k | 16k | 61.11 | |
Burford Cap Ord Shs (BUR) | 0.1 | $973k | 75k | 13.05 | |
Baidu Spon Adr Rep A (BIDU) | 0.1 | $970k | 11k | 86.48 | |
Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.1 | $960k | 43k | 22.46 | |
Target Corporation (TGT) | 0.1 | $949k | 6.4k | 148.04 | |
SYSCO Corporation (SYY) | 0.1 | $923k | 13k | 71.39 | |
Deere & Company (DE) | 0.1 | $906k | 2.4k | 373.63 | |
Cogent Communications Hldgs Com New (CCOI) | 0.1 | $890k | 16k | 56.44 | |
Graphic Packaging Holding Company (GPK) | 0.1 | $868k | 33k | 26.21 | |
Boeing Company (BA) | 0.1 | $864k | 4.7k | 182.01 | |
Black Stone Minerals Com Unit (BSM) | 0.1 | $861k | 55k | 15.67 | |
Stagwell Com Cl A (STGW) | 0.1 | $860k | 126k | 6.82 | |
Hldgs (UAL) | 0.1 | $854k | 18k | 48.66 | |
Graftech International (EAF) | 0.1 | $843k | 869k | 0.97 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $839k | 15k | 54.82 | |
Kellogg Company (K) | 0.1 | $832k | 14k | 57.68 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $831k | 19k | 43.76 | |
Iqvia Holdings (IQV) | 0.1 | $829k | 3.9k | 211.44 | |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $821k | 34k | 23.96 | |
General Motors Company (GM) | 0.1 | $770k | 17k | 46.46 | |
Pepsi (PEP) | 0.1 | $747k | 4.5k | 164.93 | |
Bentley Sys Com Cl B (BSY) | 0.1 | $746k | 15k | 49.36 | |
First Tr Exchange-traded Merger Arbitra (MARB) | 0.1 | $744k | 38k | 19.59 | |
Medtronic SHS (MDT) | 0.1 | $744k | 9.4k | 78.71 | |
Rivian Automotive Com Cl A (RIVN) | 0.1 | $738k | 55k | 13.42 | |
Citizens Financial (CFG) | 0.1 | $729k | 20k | 36.03 | |
Proshares Tr Ultrashort Qqq (QID) | 0.1 | $728k | 19k | 38.33 | |
Illinois Tool Works (ITW) | 0.1 | $723k | 3.1k | 236.96 | |
Consolidated Edison (ED) | 0.1 | $709k | 7.9k | 89.42 | |
Patterson-UTI Energy (PTEN) | 0.1 | $708k | 68k | 10.36 | |
Labcorp Holdings Com Shs (LH) | 0.1 | $699k | 3.4k | 203.51 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $698k | 9.0k | 77.92 | |
York Water Company (YORW) | 0.1 | $697k | 19k | 37.09 | |
Newmont Mining Corporation (NEM) | 0.1 | $690k | 17k | 41.87 | |
Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.1 | $682k | 31k | 22.16 | |
Antero Midstream Corp antero midstream (AM) | 0.1 | $670k | 46k | 14.74 | |
Anthem (ELV) | 0.1 | $668k | 1.2k | 541.86 | |
Goldman Sachs (GS) | 0.1 | $667k | 1.5k | 452.43 | |
Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $649k | 24k | 27.02 | |
Alaska Air (ALK) | 0.1 | $634k | 16k | 40.40 | |
Bristol Myers Squibb (BMY) | 0.1 | $630k | 15k | 41.53 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $628k | 5.6k | 112.63 | |
New York Mortgage Tr (NYMT) | 0.1 | $626k | 107k | 5.84 | |
Walt Disney Company (DIS) | 0.1 | $616k | 6.2k | 99.30 | |
Linde SHS (LIN) | 0.1 | $614k | 1.4k | 438.81 | |
CSX Corporation (CSX) | 0.1 | $613k | 18k | 33.45 | |
Norfolk Southern (NSC) | 0.1 | $611k | 2.8k | 214.69 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $600k | 14k | 42.59 | |
Cisco Systems (CSCO) | 0.1 | $585k | 12k | 47.51 | |
Meta Financial (CASH) | 0.1 | $584k | 10k | 56.57 | |
Schlumberger Com Stk (SLB) | 0.0 | $577k | 12k | 47.18 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $564k | 11k | 49.42 | |
Travelers Companies (TRV) | 0.0 | $534k | 2.6k | 203.34 | |
Genuine Parts Company (GPC) | 0.0 | $533k | 3.9k | 138.32 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $530k | 12k | 43.95 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $529k | 11k | 47.44 | |
Philip Morris International (PM) | 0.0 | $519k | 5.1k | 101.33 | |
Eli Lilly & Co. (LLY) | 0.0 | $519k | 573.00 | 905.38 | |
Warner Bros Discovery Com Ser A Call Option (WBD) | 0.0 | $518k | 70k | 7.44 | |
Transalta Corp (TAC) | 0.0 | $514k | 73k | 7.08 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $513k | 8.8k | 58.52 | |
Capital One Financial (COF) | 0.0 | $511k | 3.7k | 138.45 | |
Sandstorm Gold Com New (SAND) | 0.0 | $506k | 93k | 5.44 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $493k | 3.5k | 142.74 | |
Advanced Micro Devices (AMD) | 0.0 | $491k | 3.0k | 162.21 | |
Verizon Communications (VZ) | 0.0 | $490k | 12k | 41.24 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $489k | 7.5k | 65.44 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $486k | 2.1k | 229.64 | |
PG&E Corporation (PCG) | 0.0 | $486k | 28k | 17.46 | |
Colgate-Palmolive Company (CL) | 0.0 | $484k | 5.0k | 97.04 | |
North American Const (NOA) | 0.0 | $474k | 25k | 19.28 | |
Wal-Mart Stores (WMT) | 0.0 | $469k | 6.9k | 67.71 | |
Uber Technologies (UBER) | 0.0 | $467k | 6.4k | 72.68 | |
American Express Company (AXP) | 0.0 | $463k | 2.0k | 231.55 | |
Novartis Sponsored Adr (NVS) | 0.0 | $460k | 4.3k | 106.46 | |
Paypal Holdings (PYPL) | 0.0 | $455k | 7.8k | 58.03 | |
BGSF (BGSF) | 0.0 | $453k | 53k | 8.55 | |
Corteva (CTVA) | 0.0 | $452k | 8.4k | 53.94 | |
Sharkninja Com Shs (SN) | 0.0 | $448k | 6.0k | 75.15 | |
At&t (T) | 0.0 | $445k | 23k | 19.11 | |
Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $438k | 3.0k | 146.07 | |
Revolution Medicines (RVMD) | 0.0 | $436k | 11k | 38.81 | |
Barrick Gold Corp (GOLD) | 0.0 | $434k | 26k | 16.68 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $430k | 27k | 16.22 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $426k | 3.1k | 137.26 | |
Crocs (CROX) | 0.0 | $423k | 2.9k | 145.94 | |
Charles Schwab Corporation (SCHW) | 0.0 | $421k | 5.7k | 73.69 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $415k | 11k | 39.16 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $412k | 1.8k | 226.30 | |
Laureate Education Common Stock (LAUR) | 0.0 | $411k | 28k | 14.94 | |
First Financial Northwest (FFNW) | 0.0 | $411k | 20k | 21.13 | |
Toyota Motor Corp Ads (TM) | 0.0 | $410k | 2.0k | 204.97 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $409k | 748.00 | 547.27 | |
Canadian Solar (CSIQ) | 0.0 | $407k | 28k | 14.75 | |
Arrow Electronics (ARW) | 0.0 | $405k | 3.4k | 120.76 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $401k | 16k | 25.33 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.0 | $401k | 17k | 23.50 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.0 | $398k | 16k | 24.29 | |
Bank Of Nt Butterfield&son L Shs New (NTB) | 0.0 | $395k | 11k | 35.12 | |
T. Rowe Price (TROW) | 0.0 | $374k | 3.2k | 115.31 | |
Trex Company (TREX) | 0.0 | $372k | 5.0k | 74.12 | |
Zillow Group Cl A (ZG) | 0.0 | $371k | 8.2k | 45.04 | |
PerkinElmer (RVTY) | 0.0 | $367k | 3.5k | 104.86 | |
ON Semiconductor (ON) | 0.0 | $367k | 5.4k | 68.55 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $364k | 3.6k | 100.65 | |
Moderna (MRNA) | 0.0 | $350k | 2.9k | 118.75 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $346k | 15k | 22.57 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $344k | 3.1k | 112.82 | |
Pure Cycle Corp Com New (PCYO) | 0.0 | $342k | 36k | 9.55 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $338k | 3.2k | 106.66 | |
Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $335k | 12k | 28.78 | |
Blueprint Medicines (BPMC) | 0.0 | $334k | 3.1k | 107.78 | |
International Business Machines (IBM) | 0.0 | $333k | 1.9k | 172.95 | |
McDonald's Corporation (MCD) | 0.0 | $333k | 1.3k | 254.84 | |
Ge Aerospace Com New (GE) | 0.0 | $332k | 2.1k | 158.97 | |
Advance Auto Parts (AAP) | 0.0 | $329k | 5.2k | 63.33 | |
Fidelity National Information Services (FIS) | 0.0 | $327k | 4.3k | 75.36 | |
Eaton Corp SHS (ETN) | 0.0 | $327k | 1.0k | 313.55 | |
Sea Sponsord Ads (SE) | 0.0 | $327k | 4.6k | 71.42 | |
Roivant Sciences SHS (ROIV) | 0.0 | $326k | 31k | 10.57 | |
Ingersoll Rand (IR) | 0.0 | $319k | 3.5k | 90.84 | |
Hershey Company (HSY) | 0.0 | $318k | 1.7k | 183.83 | |
Fifth Third Ban (FITB) | 0.0 | $313k | 8.6k | 36.49 | |
W.R. Berkley Corporation (WRB) | 0.0 | $313k | 4.0k | 78.58 | |
Arbutus Biopharma (ABUS) | 0.0 | $311k | 101k | 3.09 | |
Sweetgreen Com Cl A (SG) | 0.0 | $301k | 10k | 30.14 | |
Carrier Global Corporation (CARR) | 0.0 | $300k | 4.7k | 63.08 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $299k | 3.8k | 78.33 | |
Kymera Therapeutics (KYMR) | 0.0 | $299k | 10k | 29.85 | |
Mosaic (MOS) | 0.0 | $299k | 10k | 28.90 | |
Kroger (KR) | 0.0 | $293k | 5.9k | 49.93 | |
Air Products & Chemicals (APD) | 0.0 | $291k | 1.1k | 258.05 | |
Enova Intl (ENVA) | 0.0 | $291k | 4.7k | 62.25 | |
Tractor Supply Company (TSCO) | 0.0 | $291k | 1.1k | 270.00 | |
Steris Shs Usd (STE) | 0.0 | $285k | 1.3k | 219.54 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $280k | 3.0k | 92.71 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $272k | 2.8k | 95.47 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $268k | 3.4k | 78.03 | |
Morgan Stanley Com New (MS) | 0.0 | $267k | 2.7k | 97.19 | |
Compass Cl A (COMP) | 0.0 | $266k | 74k | 3.60 | |
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $261k | 4.9k | 53.24 | |
Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $261k | 12k | 22.17 | |
PNC Financial Services (PNC) | 0.0 | $260k | 1.7k | 155.48 | |
Intercontinental Exchange (ICE) | 0.0 | $260k | 1.9k | 136.89 | |
Teck Resources CL B (TECK) | 0.0 | $256k | 5.4k | 47.90 | |
Nextera Energy (NEE) | 0.0 | $256k | 3.6k | 70.81 | |
Paramount Global Class B Com (PARA) | 0.0 | $256k | 25k | 10.39 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $254k | 680.00 | 374.01 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $253k | 3.8k | 66.35 | |
Live Nation Entertainment (LYV) | 0.0 | $252k | 2.7k | 93.74 | |
Sap Se Spon Adr (SAP) | 0.0 | $252k | 1.2k | 201.71 | |
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $250k | 5.5k | 45.21 | |
Iovance Biotherapeutics (IOVA) | 0.0 | $247k | 31k | 8.02 | |
Aurora Innovation Class A Com (AUR) | 0.0 | $244k | 88k | 2.77 | |
Macy's (M) | 0.0 | $242k | 13k | 19.20 | |
Alcoa (AA) | 0.0 | $230k | 5.8k | 39.78 | |
ardmore Shipping (ASC) | 0.0 | $230k | 10k | 22.53 | |
Marriott Intl Cl A (MAR) | 0.0 | $229k | 949.00 | 241.77 | |
Beigene Sponsored Adr (BGNE) | 0.0 | $224k | 1.6k | 142.67 | |
ICF International (ICFI) | 0.0 | $223k | 1.5k | 148.46 | |
Fair Isaac Corporation (FICO) | 0.0 | $222k | 149.00 | 1488.66 | |
Tango Therapeutics (TNGX) | 0.0 | $219k | 26k | 8.58 | |
Global Ship Lease Com Cl A (GSL) | 0.0 | $216k | 7.5k | 28.79 | |
Uniqure Nv SHS (QURE) | 0.0 | $215k | 48k | 4.48 | |
Whirlpool Corporation (WHR) | 0.0 | $214k | 2.1k | 102.20 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $214k | 6.3k | 33.93 | |
Altria (MO) | 0.0 | $213k | 4.7k | 45.55 | |
Archer Daniels Midland Company (ADM) | 0.0 | $212k | 3.5k | 60.45 | |
Global Wtr Res (GWRS) | 0.0 | $209k | 17k | 12.10 | |
California Res Corp Com Stock (CRC) | 0.0 | $202k | 3.8k | 53.22 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $201k | 650.00 | 308.93 | |
Mattel (MAT) | 0.0 | $199k | 12k | 16.26 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $195k | 32k | 6.09 | |
Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $165k | 23k | 7.33 | |
Pacific Biosciences of California (PACB) | 0.0 | $164k | 120k | 1.37 | |
Genius Sports Shares Cl A (GENI) | 0.0 | $164k | 30k | 5.45 | |
Cleveland-cliffs (CLF) | 0.0 | $161k | 11k | 15.39 | |
Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $157k | 44k | 3.60 | |
Inspired Entmt (INSE) | 0.0 | $150k | 16k | 9.15 | |
Liqtech Intl (LIQT) | 0.0 | $144k | 61k | 2.35 | |
Lument Finance Trust (LFT) | 0.0 | $139k | 58k | 2.40 | |
Star Group Unit Ltd Partnr (SGU) | 0.0 | $138k | 13k | 10.64 | |
Hawaiian Holdings | 0.0 | $124k | 10k | 12.43 | |
American Airls Call Option (AAL) | 0.0 | $119k | 11k | 11.33 | |
Gan SHS (GAN) | 0.0 | $114k | 77k | 1.48 | |
Oric Pharmaceuticals (ORIC) | 0.0 | $97k | 14k | 7.07 | |
Blackrock Innovation And Grw Shs Ben Int (BIGZ) | 0.0 | $94k | 13k | 7.23 | |
Wm Technology (MAPS) | 0.0 | $79k | 76k | 1.04 | |
Context Therapeutics (CNTX) | 0.0 | $72k | 36k | 2.00 | |
Almacenes Exito S A Spon Ads (EXTO) | 0.0 | $55k | 13k | 4.21 | |
Organigram Holdings Ord (OGI) | 0.0 | $51k | 33k | 1.54 | |
Peloton Interactive Cl A Com (PTON) | 0.0 | $43k | 13k | 3.38 | |
Commscope Hldg (COMM) | 0.0 | $19k | 15k | 1.23 | |
Lumen Technologies Call Option (LUMN) | 0.0 | $11k | 10k | 1.10 | |
Butterfly Network Com Cl A (BFLY) | 0.0 | $10k | 12k | 0.84 | |
Lilium N V Class A Ord Shs (LILM) | 0.0 | $7.9k | 10k | 0.79 | |
Asensus Surgical (ASXC) | 0.0 | $3.3k | 10k | 0.33 |