Hoey Investments as of June 30, 2026
Portfolio Holdings for Hoey Investments
Hoey Investments holds 453 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 35.7 | $277M | 1.4M | 200.09 | |
| Amazon (AMZN) | 19.4 | $150M | 631k | 238.34 | |
| Meta Platforms Cl A (META) | 7.4 | $58M | 102k | 563.29 | |
| Microsoft Corporation (MSFT) | 5.1 | $40M | 107k | 373.02 | |
| Apple (AAPL) | 3.0 | $23M | 80k | 289.36 | |
| Micron Technology (MU) | 2.9 | $22M | 19k | 1154.29 | |
| Broadcom (AVGO) | 2.6 | $20M | 52k | 377.75 | |
| Palantir Technologies Cl A (PLTR) | 2.0 | $15M | 132k | 116.67 | |
| Goldman Sachs (GS) | 1.8 | $14M | 14k | 1011.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $14M | 39k | 357.37 | |
| Ge Aerospace Com New (GE) | 1.6 | $13M | 34k | 373.73 | |
| Ge Vernova (GEV) | 1.5 | $11M | 9.6k | 1174.86 | |
| Morgan Stanley Com New (MS) | 1.3 | $10M | 49k | 209.04 | |
| Wells Fargo & Company (WFC) | 1.3 | $10M | 122k | 82.64 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $9.6M | 29k | 327.33 | |
| Bank of America Corporation (BAC) | 0.8 | $6.4M | 112k | 56.98 | |
| Arm Holdings Sponsored Ads (ARM) | 0.7 | $5.6M | 16k | 354.57 | |
| Wal-Mart Stores (WMT) | 0.6 | $4.4M | 39k | 113.26 | |
| Marvell Technology (MRVL) | 0.4 | $3.2M | 11k | 297.89 | |
| Graniteshares Etf Tr 2x Long Nvda Etf (NVDL) | 0.3 | $2.7M | 91k | 29.81 | |
| Dell Technologies CL C (DELL) | 0.3 | $2.3M | 5.2k | 431.46 | |
| Commercial Metals Company (CMC) | 0.3 | $2.2M | 35k | 62.75 | |
| Astera Labs (ALAB) | 0.3 | $2.1M | 4.4k | 483.02 | |
| Lowe's Companies (LOW) | 0.3 | $2.0M | 9.0k | 220.49 | |
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $2.0M | 11k | 190.19 | |
| International Business Machines (IBM) | 0.2 | $1.9M | 6.7k | 281.19 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $1.9M | 35k | 53.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | 3.6k | 500.39 | |
| Amgen (AMGN) | 0.2 | $1.8M | 4.9k | 362.12 | |
| Direxion Shares Etf Trust Dly Mu Bull 2x (MUU) | 0.2 | $1.6M | 1.6k | 1048.73 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.6M | 2.1k | 763.14 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.6M | 3.4k | 477.57 | |
| Cummins (CMI) | 0.2 | $1.6M | 2.3k | 713.21 | |
| Corning Incorporated (GLW) | 0.2 | $1.5M | 6.0k | 255.43 | |
| Boeing Company (BA) | 0.2 | $1.4M | 6.5k | 216.47 | |
| Tesla Motors (TSLA) | 0.2 | $1.3M | 3.2k | 420.60 | |
| Emerson Electric (EMR) | 0.2 | $1.3M | 8.9k | 143.15 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $1.3M | 36k | 34.81 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | 6.2k | 189.73 | |
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.2 | $1.2M | 10k | 115.98 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | 2.5k | 433.33 | |
| Abbvie (ABBV) | 0.1 | $1.1M | 4.3k | 251.64 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.1M | 1.8k | 580.91 | |
| Kinder Morgan (KMI) | 0.1 | $995k | 31k | 31.97 | |
| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.1 | $957k | 25k | 37.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $948k | 2.7k | 353.33 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $802k | 1.6k | 509.46 | |
| Servicenow (NOW) | 0.1 | $744k | 7.5k | 99.28 | |
| PNC Financial Services (PNC) | 0.1 | $744k | 3.0k | 246.22 | |
| Caterpillar (CAT) | 0.1 | $723k | 679.00 | 1064.90 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $714k | 21k | 33.84 | |
| Rockwell Automation (ROK) | 0.1 | $670k | 1.4k | 495.08 | |
| Pepsi (PEP) | 0.1 | $611k | 4.5k | 135.40 | |
| Johnson & Johnson (JNJ) | 0.1 | $571k | 2.3k | 253.97 | |
| Direxion Shares Etf Trust Dly Amzn Bull 2x (AMZU) | 0.1 | $561k | 17k | 33.22 | |
| General Motors Company (GM) | 0.1 | $487k | 6.3k | 77.08 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $470k | 2.5k | 188.09 | |
| Automatic Data Processing (ADP) | 0.1 | $448k | 2.0k | 223.95 | |
| Home Depot (HD) | 0.1 | $444k | 1.3k | 352.68 | |
| Themes Etf Tr Leverage Shares (ARMG) | 0.1 | $444k | 11k | 39.42 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $438k | 874.00 | 501.36 | |
| Qnity Electronics Common Stock (Q) | 0.1 | $438k | 2.7k | 163.31 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $427k | 442.00 | 965.00 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $412k | 808.00 | 509.31 | |
| Chevron Corporation (CVX) | 0.0 | $370k | 2.2k | 165.80 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $359k | 5.3k | 68.41 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $358k | 696.00 | 513.60 | |
| Celestica (CLS) | 0.0 | $350k | 960.00 | 364.80 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $345k | 460.00 | 748.89 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $341k | 2.5k | 136.72 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $333k | 905.00 | 368.38 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $332k | 11k | 30.17 | |
| Applied Materials (AMAT) | 0.0 | $325k | 450.00 | 723.00 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $302k | 4.8k | 62.89 | |
| Allstate Corporation (ALL) | 0.0 | $286k | 1.2k | 237.94 | |
| Costco Wholesale Corporation (COST) | 0.0 | $280k | 299.00 | 935.47 | |
| GSK Sponsored Adr (GSK) | 0.0 | $257k | 4.9k | 52.42 | |
| Honeywell International (HON) | 0.0 | $248k | 1.1k | 223.80 | |
| Honeywell Aerospace (HONA) | 0.0 | $245k | 1.1k | 221.08 | |
| Qualcomm (QCOM) | 0.0 | $230k | 1.2k | 184.79 | |
| Dupont De Nemours Common Stock (DD) | 0.0 | $230k | 1.7k | 135.64 | |
| Cheniere Energy Com New (LNG) | 0.0 | $227k | 950.00 | 239.01 | |
| Eli Lilly & Co. (LLY) | 0.0 | $224k | 187.00 | 1199.43 | |
| Palo Alto Networks (PANW) | 0.0 | $217k | 637.00 | 341.02 | |
| Western Digital (WDC) | 0.0 | $217k | 340.00 | 638.72 | |
| Simon Property (SPG) | 0.0 | $196k | 875.00 | 223.65 | |
| Cisco Systems (CSCO) | 0.0 | $187k | 1.6k | 117.46 | |
| Verizon Communications (VZ) | 0.0 | $176k | 4.2k | 42.34 | |
| Nebius Group Shs Class A (NBIS) | 0.0 | $166k | 600.00 | 276.17 | |
| Peoples Financial Services Corp (PFIS) | 0.0 | $164k | 2.5k | 66.37 | |
| Constellation Energy (CEG) | 0.0 | $146k | 587.00 | 248.37 | |
| Zoetis Cl A (ZTS) | 0.0 | $145k | 2.0k | 71.86 | |
| Pfizer (PFE) | 0.0 | $140k | 5.8k | 24.08 | |
| TJX Companies (TJX) | 0.0 | $139k | 920.00 | 151.50 | |
| Direxion Shares Etf Trust Dail Ms Kore Etf (KORU) | 0.0 | $137k | 175.00 | 781.35 | |
| Blackrock (BLK) | 0.0 | $134k | 139.00 | 961.56 | |
| Kinross Gold Corp (KGC) | 0.0 | $133k | 5.6k | 23.62 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $132k | 4.8k | 27.70 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $125k | 1.7k | 75.79 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $119k | 865.00 | 137.53 | |
| Kkr & Co (KKR) | 0.0 | $117k | 1.3k | 91.78 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $114k | 153.00 | 746.77 | |
| Gold Fields Sponsored Adr (GFI) | 0.0 | $113k | 3.4k | 33.59 | |
| Stryker Corporation (SYK) | 0.0 | $112k | 357.00 | 314.84 | |
| Citigroup Com New (C) | 0.0 | $112k | 800.00 | 139.96 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $111k | 1.3k | 82.84 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $110k | 1.8k | 59.69 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $109k | 498.00 | 217.93 | |
| Danaher Corporation (DHR) | 0.0 | $108k | 565.00 | 190.48 | |
| Intel Corporation (INTC) | 0.0 | $98k | 700.00 | 139.63 | |
| Teradyne (TER) | 0.0 | $97k | 200.00 | 483.84 | |
| Uber Technologies (UBER) | 0.0 | $96k | 1.3k | 72.16 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $95k | 434.00 | 219.43 | |
| Illinois Tool Works (ITW) | 0.0 | $95k | 350.00 | 270.47 | |
| Unum (UNM) | 0.0 | $94k | 1.1k | 89.40 | |
| Norfolk Southern (NSC) | 0.0 | $93k | 297.00 | 314.59 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $92k | 1.2k | 76.55 | |
| Nextera Energy (NEE) | 0.0 | $92k | 1.0k | 87.77 | |
| Dow (DOW) | 0.0 | $87k | 3.2k | 27.36 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $86k | 2.6k | 33.29 | |
| At&t (T) | 0.0 | $85k | 4.1k | 20.70 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $83k | 1.0k | 83.31 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $80k | 2.6k | 31.10 | |
| Devon Energy Corporation (DVN) | 0.0 | $80k | 1.9k | 41.32 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $80k | 639.00 | 124.42 | |
| Cadence Design Systems (CDNS) | 0.0 | $79k | 210.00 | 375.32 | |
| Medtronic SHS (MDT) | 0.0 | $79k | 1.0k | 78.23 | |
| Sana Biotechnology (SANA) | 0.0 | $77k | 22k | 3.49 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $76k | 661.00 | 114.18 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $73k | 650.00 | 112.32 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $71k | 882.00 | 80.52 | |
| Lululemon Athletica (LULU) | 0.0 | $71k | 619.00 | 114.18 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $70k | 2.4k | 29.43 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $70k | 35.00 | 1989.46 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $69k | 150.00 | 459.13 | |
| ConocoPhillips (COP) | 0.0 | $68k | 656.00 | 103.96 | |
| Visa Com Cl A (V) | 0.0 | $68k | 197.00 | 343.09 | |
| Lyft Cl A Com (LYFT) | 0.0 | $66k | 4.5k | 14.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $65k | 95.00 | 686.81 | |
| Iron Mountain (IRM) | 0.0 | $64k | 505.00 | 126.31 | |
| Wp Carey (WPC) | 0.0 | $63k | 887.00 | 71.50 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $62k | 1.2k | 52.76 | |
| NetApp (NTAP) | 0.0 | $62k | 400.00 | 154.76 | |
| Telephone & Data Sys Com New (TDS) | 0.0 | $62k | 1.7k | 37.01 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $57k | 1.5k | 38.06 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $57k | 110.00 | 515.24 | |
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.0 | $56k | 1.4k | 39.68 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $55k | 2.2k | 24.55 | |
| Valero Energy Corporation (VLO) | 0.0 | $50k | 191.00 | 260.44 | |
| Wec Energy Group (WEC) | 0.0 | $49k | 423.00 | 116.77 | |
| PPG Industries (PPG) | 0.0 | $49k | 400.00 | 121.29 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $48k | 190.00 | 252.23 | |
| Deere & Company (DE) | 0.0 | $47k | 74.00 | 634.34 | |
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $46k | 5.8k | 7.98 | |
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $46k | 2.0k | 22.64 | |
| Corteva (CTVA) | 0.0 | $46k | 544.00 | 84.69 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $46k | 312.00 | 146.19 | |
| Sandisk Corp (SNDK) | 0.0 | $46k | 20.00 | 2273.75 | |
| Edison International (EIX) | 0.0 | $44k | 586.00 | 74.45 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $43k | 209.00 | 205.02 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $42k | 1.2k | 36.13 | |
| Qualys (QLYS) | 0.0 | $41k | 300.00 | 137.49 | |
| Abbott Laboratories (ABT) | 0.0 | $41k | 452.00 | 90.74 | |
| Direxion Shares Etf Trust Dly Meta Bull 2x (METU) | 0.0 | $41k | 2.0k | 20.25 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $40k | 1.1k | 36.26 | |
| Schwab Strategic Tr Mortgage Backed (SMBS) | 0.0 | $40k | 1.6k | 25.42 | |
| Pvh Corporation (PVH) | 0.0 | $39k | 524.00 | 74.26 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $38k | 300.00 | 126.58 | |
| Eastman Chemical Company (EMN) | 0.0 | $38k | 562.00 | 66.98 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $36k | 1.5k | 24.66 | |
| Digital Realty Trust (DLR) | 0.0 | $36k | 200.00 | 179.58 | |
| Macy's (M) | 0.0 | $35k | 1.5k | 23.55 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $35k | 1.5k | 23.68 | |
| Walt Disney Company (DIS) | 0.0 | $35k | 359.00 | 96.26 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $35k | 233.00 | 148.31 | |
| Constellation Brands Cl A (STZ) | 0.0 | $34k | 247.00 | 139.09 | |
| Monster Beverage Corp (MNST) | 0.0 | $34k | 356.00 | 96.12 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $34k | 200.00 | 170.86 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $34k | 385.00 | 87.91 | |
| CVS Caremark Corporation (CVS) | 0.0 | $33k | 323.00 | 103.45 | |
| Cerebras Systems Com Cl A (CBRS) | 0.0 | $33k | 150.00 | 221.00 | |
| Ciena Corp Com New (CIEN) | 0.0 | $32k | 65.00 | 490.57 | |
| Phillips 66 (PSX) | 0.0 | $31k | 184.00 | 169.05 | |
| Kroger (KR) | 0.0 | $31k | 556.00 | 55.53 | |
| Realty Income (O) | 0.0 | $30k | 486.00 | 61.96 | |
| Apa Corporation (APA) | 0.0 | $30k | 905.00 | 32.57 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $29k | 3.0k | 9.57 | |
| Oracle Corporation (ORCL) | 0.0 | $29k | 195.00 | 146.55 | |
| AmerisourceBergen (COR) | 0.0 | $28k | 100.00 | 282.98 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $28k | 500.00 | 56.22 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $27k | 500.00 | 53.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $27k | 36.00 | 736.42 | |
| American Water Works (AWK) | 0.0 | $25k | 191.00 | 131.58 | |
| American Tower Reit (AMT) | 0.0 | $25k | 150.00 | 163.57 | |
| Hancock John Prem Divid Com Sh Ben Int (PDT) | 0.0 | $25k | 1.9k | 12.95 | |
| Rayonier (RYN) | 0.0 | $24k | 1.1k | 21.28 | |
| New York Life Investments Et Ftse Intl Eqty C (HFXI) | 0.0 | $24k | 629.00 | 38.09 | |
| Msci (MSCI) | 0.0 | $24k | 42.00 | 560.05 | |
| Marriott Intl Cl A (MAR) | 0.0 | $23k | 62.00 | 370.60 | |
| McKesson Corporation (MCK) | 0.0 | $23k | 30.00 | 755.60 | |
| Nucor Corporation (NUE) | 0.0 | $23k | 101.00 | 222.75 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $22k | 153.00 | 143.10 | |
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.0 | $22k | 233.00 | 93.63 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $22k | 450.00 | 48.12 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $21k | 400.00 | 53.11 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $21k | 1.5k | 14.15 | |
| Carlisle Companies (CSL) | 0.0 | $21k | 58.00 | 362.76 | |
| W.W. Grainger (GWW) | 0.0 | $20k | 15.00 | 1360.40 | |
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $20k | 868.00 | 23.18 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $20k | 408.00 | 49.24 | |
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $19k | 10k | 1.92 | |
| Eaton Corp SHS (ETN) | 0.0 | $19k | 45.00 | 426.13 | |
| Direxion Shares Etf Trust Dly Pltr Bull 2x (PLTU) | 0.0 | $19k | 760.00 | 25.20 | |
| Southwest Airlines (LUV) | 0.0 | $19k | 372.00 | 51.42 | |
| IDEXX Laboratories (IDXX) | 0.0 | $19k | 36.00 | 526.44 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $19k | 19.00 | 978.16 | |
| McDonald's Corporation (MCD) | 0.0 | $18k | 68.00 | 270.32 | |
| Bank of New York Mellon Corporation (BNY) | 0.0 | $18k | 125.00 | 144.62 | |
| Southwest Gas Corporation (SWX) | 0.0 | $18k | 200.00 | 88.68 | |
| 3M Company (MMM) | 0.0 | $18k | 108.00 | 161.92 | |
| Northern Trust Corporation (NTRS) | 0.0 | $17k | 100.00 | 173.84 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $17k | 230.00 | 75.45 | |
| Bristol Myers Squibb (BMY) | 0.0 | $17k | 300.00 | 57.62 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $17k | 171.00 | 98.30 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $17k | 42.00 | 397.69 | |
| Biglari Hldgs Com Stk Cl B (BH) | 0.0 | $17k | 39.00 | 426.05 | |
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $17k | 2.0k | 8.27 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $16k | 300.00 | 53.61 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $16k | 56.00 | 285.59 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $16k | 39.00 | 409.51 | |
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $16k | 2.7k | 5.81 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $16k | 350.00 | 45.11 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $16k | 176.00 | 88.68 | |
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $15k | 317.00 | 48.56 | |
| Service Corporation International (SCI) | 0.0 | $15k | 194.00 | 75.96 | |
| Astrazeneca Ord (AZN) | 0.0 | $15k | 77.00 | 189.62 | |
| Proshares Tr Ultrapro Short (SQQQ) | 0.0 | $15k | 400.00 | 36.31 | |
| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.0 | $14k | 134.00 | 106.70 | |
| Sundial Growers (SNDL) | 0.0 | $14k | 10k | 1.35 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $13k | 175.00 | 75.51 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $13k | 26.00 | 496.73 | |
| Procter & Gamble Company (PG) | 0.0 | $13k | 87.00 | 146.64 | |
| Easterly Govt Pptys Com Shs (DEA) | 0.0 | $13k | 510.00 | 24.93 | |
| Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.0 | $12k | 550.00 | 22.42 | |
| Proshares Tr Ultra Bitcon Etf (BITU) | 0.0 | $12k | 1.5k | 8.12 | |
| Ross Stores (ROST) | 0.0 | $12k | 56.00 | 212.86 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $12k | 76.00 | 156.72 | |
| Weyerhaeuser Com New (WY) | 0.0 | $12k | 480.00 | 23.94 | |
| Plug Pwr Com New (PLUG) | 0.0 | $11k | 4.2k | 2.71 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $11k | 250.00 | 45.34 | |
| Bitmine Immersion Techs Com New (BMNR) | 0.0 | $11k | 850.00 | 13.31 | |
| Cintas Corporation (CTAS) | 0.0 | $11k | 65.00 | 170.09 | |
| Cytokinetics Com New (CYTK) | 0.0 | $11k | 129.00 | 85.19 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $11k | 35.00 | 302.71 | |
| Viking Holdings Ord Shs (VIK) | 0.0 | $11k | 100.00 | 104.67 | |
| Twist Bioscience Corp (TWST) | 0.0 | $10k | 100.00 | 102.88 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $10k | 384.00 | 26.50 | |
| Aberdeen Global Dynamic Divd F (AGD) | 0.0 | $10k | 835.00 | 12.11 | |
| Spdr Series Trust Sst Spdr Bloombe (EBND) | 0.0 | $10k | 483.00 | 20.92 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $10k | 100.00 | 99.54 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $9.9k | 33.00 | 299.03 | |
| Analog Devices (ADI) | 0.0 | $9.5k | 24.00 | 397.21 | |
| International Paper Company (IP) | 0.0 | $9.5k | 250.00 | 38.10 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $9.5k | 100.00 | 95.09 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $9.3k | 293.00 | 31.76 | |
| Investment Managers Ser Tr I Tradr 1x Short (SARK) | 0.0 | $9.0k | 333.00 | 26.95 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $9.0k | 51.00 | 175.84 | |
| Dyadic International (DYAI) | 0.0 | $8.8k | 9.8k | 0.90 | |
| Carnival Corp Common Shares (CCL) | 0.0 | $8.6k | 302.00 | 28.53 | |
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $8.5k | 83.00 | 102.84 | |
| Viatris (VTRS) | 0.0 | $8.4k | 532.00 | 15.88 | |
| Arrow Electronics (ARW) | 0.0 | $8.3k | 39.00 | 213.41 | |
| UnitedHealth (UNH) | 0.0 | $8.3k | 20.00 | 415.65 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $8.3k | 107.00 | 77.25 | |
| American Electric Power Company (AEP) | 0.0 | $8.2k | 60.00 | 136.82 | |
| Magna Intl Inc cl a (MGA) | 0.0 | $8.2k | 125.00 | 65.66 | |
| Spdr Series Trust St Str Corpo Etf (SPBO) | 0.0 | $7.6k | 260.00 | 29.04 | |
| D-wave Quantum (QBTS) | 0.0 | $7.2k | 300.00 | 23.99 | |
| Progressive Corporation (PGR) | 0.0 | $7.0k | 32.00 | 218.47 | |
| Monolithic Power Systems (MPWR) | 0.0 | $6.9k | 5.00 | 1382.40 | |
| Nike CL B (NKE) | 0.0 | $6.9k | 168.00 | 41.05 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $6.7k | 5.00 | 1332.20 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $5.9k | 21.00 | 280.00 | |
| Starbucks Corporation (SBUX) | 0.0 | $5.8k | 57.00 | 102.19 | |
| Intercontinental Exchange (ICE) | 0.0 | $5.8k | 47.00 | 123.13 | |
| EQT Corporation (EQT) | 0.0 | $5.6k | 106.00 | 53.18 | |
| Reinsurance Group Amer Com New (RGA) | 0.0 | $5.5k | 26.00 | 212.65 | |
| Capital One Financial (COF) | 0.0 | $5.4k | 27.00 | 200.63 | |
| Tko Group Holdings Cl A (TKO) | 0.0 | $5.2k | 26.00 | 201.35 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $4.8k | 30.00 | 161.27 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $4.8k | 300.00 | 15.88 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.0 | $4.7k | 74.00 | 63.96 | |
| Linde SHS (LIN) | 0.0 | $4.7k | 9.00 | 519.00 | |
| Hecla Mining Company (HL) | 0.0 | $4.6k | 300.00 | 15.43 | |
| Choiceone Fin cmn stk (COFS) | 0.0 | $4.6k | 135.00 | 34.00 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $4.6k | 100.00 | 45.52 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $4.3k | 49.00 | 88.61 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $4.3k | 20.00 | 216.60 | |
| Cbre Group Cl A (CBRE) | 0.0 | $4.3k | 32.00 | 134.72 | |
| Versant Media Group Com Cl A (VSNT) | 0.0 | $4.2k | 117.00 | 36.02 | |
| Equinix (EQIX) | 0.0 | $4.2k | 4.00 | 1042.50 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $4.2k | 2.00 | 2081.00 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $4.2k | 1.0k | 4.16 | |
| Fortive (FTV) | 0.0 | $4.1k | 67.00 | 61.10 | |
| Treace Med Concepts (TMCI) | 0.0 | $4.0k | 1.0k | 3.98 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $3.9k | 13.00 | 303.15 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $3.9k | 81.00 | 47.95 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $3.9k | 200.00 | 19.32 | |
| Block Cl A (XYZ) | 0.0 | $3.8k | 50.00 | 76.00 | |
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $3.7k | 15.00 | 247.93 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $3.7k | 108.00 | 34.00 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $3.7k | 1.0k | 3.67 | |
| Datadog Cl A Com (DDOG) | 0.0 | $3.6k | 14.00 | 260.43 | |
| PPL Corporation (PPL) | 0.0 | $3.6k | 100.00 | 36.35 | |
| Energizer Holdings (ENR) | 0.0 | $3.6k | 169.00 | 21.44 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $3.6k | 39.00 | 92.28 | |
| Tilray Brands (TLRY) | 0.0 | $3.6k | 795.00 | 4.49 | |
| Synopsys (SNPS) | 0.0 | $3.6k | 8.00 | 446.12 | |
| Joby Aviation Common Stock (JOBY) | 0.0 | $3.6k | 400.00 | 8.92 | |
| Papa John's Int'l (PZZA) | 0.0 | $3.5k | 95.00 | 36.78 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.5k | 60.00 | 57.85 | |
| Sherwin-Williams Company (SHW) | 0.0 | $3.4k | 10.00 | 344.40 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $3.4k | 135.00 | 25.25 | |
| Dollar Tree (DLTR) | 0.0 | $3.4k | 28.00 | 120.96 | |
| Cervomed (CRVO) | 0.0 | $3.3k | 1.1k | 3.10 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $3.3k | 46.00 | 71.61 | |
| Axalta Coating Sys (AXTA) | 0.0 | $3.3k | 96.00 | 34.23 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.3k | 34.00 | 96.00 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $3.1k | 72.00 | 42.67 | |
| BP Sponsored Adr (BP) | 0.0 | $3.1k | 83.00 | 36.95 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $3.0k | 130.00 | 23.16 | |
| John Hancock Investors Trust (JHI) | 0.0 | $3.0k | 222.00 | 13.32 | |
| Ssga Active Tr St Str Black Etf (HYBL) | 0.0 | $2.9k | 105.00 | 27.95 | |
| Quantum Computing (QUBT) | 0.0 | $2.9k | 300.00 | 9.70 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $2.9k | 120.00 | 24.23 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $2.9k | 12.00 | 241.00 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $2.7k | 52.00 | 52.17 | |
| Anthem (ELV) | 0.0 | $2.7k | 7.00 | 386.86 | |
| Unilever Spon Adr New (UL) | 0.0 | $2.7k | 45.00 | 60.13 | |
| Kraft Heinz (KHC) | 0.0 | $2.6k | 110.00 | 23.63 | |
| Alps Etf Tr Intl Sec Dv Dog (IDOG) | 0.0 | $2.6k | 63.00 | 41.19 | |
| Best Buy (BBY) | 0.0 | $2.6k | 34.00 | 75.88 | |
| Arista Networks Com Shs (ANET) | 0.0 | $2.5k | 15.00 | 169.93 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $2.5k | 96.00 | 25.96 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $2.4k | 21.00 | 115.71 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $2.4k | 31.00 | 77.16 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $2.4k | 200.00 | 11.89 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $2.3k | 26.00 | 88.58 | |
| Las Vegas Sands (LVS) | 0.0 | $2.2k | 48.00 | 46.21 | |
| Roku Com Cl A (ROKU) | 0.0 | $2.2k | 16.00 | 138.19 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $2.2k | 90.00 | 24.22 | |
| Blackrock Ltd Duration Incom Com Shs (BLW) | 0.0 | $2.1k | 171.00 | 12.49 | |
| Newsmax Com Shs Class B (NMAX) | 0.0 | $2.1k | 250.00 | 8.28 | |
| Aptiv Com Shs (APTV) | 0.0 | $2.0k | 32.00 | 61.41 | |
| Ballard Pwr Sys (BLDP) | 0.0 | $1.9k | 500.00 | 3.89 | |
| ON Semiconductor (ON) | 0.0 | $1.9k | 20.00 | 94.55 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $1.8k | 151.00 | 12.03 | |
| Fiserv (FISV) | 0.0 | $1.8k | 37.00 | 49.05 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.8k | 134.00 | 13.54 | |
| Voya Financial (VOYA) | 0.0 | $1.8k | 20.00 | 90.55 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.8k | 46.00 | 38.74 | |
| Hershey Company (HSY) | 0.0 | $1.8k | 10.00 | 175.50 | |
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $1.7k | 135.00 | 12.76 | |
| Globalstar Com New (GSAT) | 0.0 | $1.6k | 20.00 | 81.30 | |
| Ralliant Corp (RAL) | 0.0 | $1.6k | 22.00 | 73.64 | |
| Coherent Corp (COHR) | 0.0 | $1.6k | 4.00 | 394.50 | |
| Southern Copper Corporation (SCCO) | 0.0 | $1.4k | 8.00 | 174.38 | |
| Illumina (ILMN) | 0.0 | $1.2k | 7.00 | 175.86 | |
| Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB) | 0.0 | $1.2k | 7.00 | 168.57 | |
| Autodesk (ADSK) | 0.0 | $1.2k | 6.00 | 194.50 | |
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $1.1k | 21.00 | 50.43 | |
| Lightwave Logic Inc C ommon (LWLG) | 0.0 | $1.0k | 110.00 | 9.46 | |
| Chubb (CB) | 0.0 | $1.0k | 3.00 | 341.00 | |
| Gilead Sciences (GILD) | 0.0 | $1.0k | 8.00 | 126.38 | |
| Fidelity National Information Services (FIS) | 0.0 | $972.000000 | 25.00 | 38.88 | |
| Archer Aviation Com Cl A (ACHR) | 0.0 | $946.000000 | 200.00 | 4.73 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $942.000000 | 8.00 | 117.75 | |
| Dollar General (DG) | 0.0 | $921.000000 | 8.00 | 115.12 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $917.001900 | 41.00 | 22.37 | |
| Welltower Inc Com reit (WELL) | 0.0 | $908.000000 | 4.00 | 227.00 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $867.999600 | 9.00 | 96.44 | |
| Sempra Energy (SRE) | 0.0 | $835.000200 | 9.00 | 92.78 | |
| Darden Restaurants (DRI) | 0.0 | $825.000000 | 4.00 | 206.25 | |
| Electronic Arts (EA) | 0.0 | $821.000000 | 4.00 | 205.25 | |
| Yum! Brands (YUM) | 0.0 | $800.000000 | 5.00 | 160.00 | |
| Hca Holdings (HCA) | 0.0 | $780.000000 | 2.00 | 390.00 | |
| EOG Resources (EOG) | 0.0 | $778.999800 | 6.00 | 129.83 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $763.998400 | 44.00 | 17.36 | |
| General Dynamics Corporation (GD) | 0.0 | $709.000000 | 2.00 | 354.50 | |
| Amplify Etf Tr Block Techn Etf (BLOK) | 0.0 | $689.000400 | 11.00 | 62.64 | |
| CSX Corporation (CSX) | 0.0 | $665.999600 | 14.00 | 47.57 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $645.001500 | 65.00 | 9.92 | |
| Merck & Co (MRK) | 0.0 | $643.000000 | 5.00 | 128.60 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $641.000000 | 10.00 | 64.10 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $640.000800 | 24.00 | 26.67 | |
| Old Republic International Corporation (ORI) | 0.0 | $638.000000 | 16.00 | 39.88 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $624.000000 | 1.00 | 624.00 | |
| V.F. Corporation (VFC) | 0.0 | $600.998400 | 36.00 | 16.69 | |
| L3harris Technologies (LHX) | 0.0 | $582.000000 | 2.00 | 291.00 | |
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $577.995000 | 150.00 | 3.85 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $556.000200 | 42.00 | 13.24 | |
| Colgate-Palmolive Company (CL) | 0.0 | $550.999800 | 6.00 | 91.83 | |
| Philip Morris International (PM) | 0.0 | $543.000000 | 3.00 | 181.00 | |
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $524.995200 | 144.00 | 3.65 | |
| Bath & Body Works In (BBWI) | 0.0 | $509.000800 | 22.00 | 23.14 | |
| Harley-Davidson (HOG) | 0.0 | $490.000000 | 20.00 | 24.50 | |
| Southern Company (SO) | 0.0 | $479.000000 | 5.00 | 95.80 | |
| Canadian Natural Resources (CNQ) | 0.0 | $474.000000 | 12.00 | 39.50 | |
| eBay (EBAY) | 0.0 | $447.000000 | 4.00 | 111.75 | |
| Extra Space Storage (EXR) | 0.0 | $435.999900 | 3.00 | 145.33 | |
| Haleon Spon Ads (HLN) | 0.0 | $429.998800 | 46.00 | 9.35 | |
| Versigent Ordinary Shares (VGNT) | 0.0 | $421.000000 | 10.00 | 42.10 | |
| S&p Global (SPGI) | 0.0 | $408.000000 | 1.00 | 408.00 | |
| Wallbox Nv Class A Ord Shs (WBX) | 0.0 | $382.000000 | 100.00 | 3.82 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $369.000000 | 20.00 | 18.45 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $366.000600 | 21.00 | 17.43 | |
| Keurig Dr Pepper (KDP) | 0.0 | $328.000000 | 10.00 | 32.80 | |
| Serve Robotics (SERV) | 0.0 | $315.998400 | 48.00 | 6.58 | |
| Paychex (PAYX) | 0.0 | $294.999900 | 3.00 | 98.33 | |
| SLB Com Stk (SLB) | 0.0 | $279.000000 | 6.00 | 46.50 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $271.999200 | 24.00 | 11.33 | |
| Paypal Holdings (PYPL) | 0.0 | $259.999800 | 6.00 | 43.33 | |
| Coca-Cola Company (KO) | 0.0 | $243.999900 | 3.00 | 81.33 | |
| BTCS Com New (BTCS) | 0.0 | $242.001800 | 218.00 | 1.11 | |
| Gamestop Corp Cl A (GME) | 0.0 | $221.000000 | 10.00 | 22.10 | |
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $195.999700 | 13.00 | 15.08 | |
| Richtech Robotics CL B (RR) | 0.0 | $188.003600 | 89.00 | 2.11 | |
| Newmont Mining Corporation (NEM) | 0.0 | $187.000000 | 2.00 | 93.50 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $175.000000 | 10.00 | 17.50 | |
| Compass Minerals International (CMP) | 0.0 | $156.000000 | 5.00 | 31.20 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $117.000000 | 1.00 | 117.00 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $116.000000 | 2.00 | 58.00 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $114.000000 | 3.00 | 38.00 | |
| Drdgold Spon Adr Repstg (DRD) | 0.0 | $107.000000 | 5.00 | 21.40 | |
| Caledonia Mng Corp Shs New (CMCL) | 0.0 | $96.000000 | 5.00 | 19.20 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $81.000000 | 1.00 | 81.00 | |
| Lumen Technologies (LUMN) | 0.0 | $70.000200 | 9.00 | 7.78 | |
| Elevra Lithium Sponsored Ads (ELVR) | 0.0 | $69.000000 | 1.00 | 69.00 | |
| Pinterest Cl A (PINS) | 0.0 | $63.999900 | 3.00 | 21.33 | |
| Mannkind Corp Com New (MNKD) | 0.0 | $56.000100 | 13.00 | 4.31 | |
| Proshares Tr Ii Ultra Bloomberg | 0.0 | $55.000000 | 2.00 | 27.50 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $52.000000 | 1.00 | 52.00 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $47.000000 | 1.00 | 47.00 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $38.000000 | 5.00 | 7.60 | |
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $28.000000 | 1.00 | 28.00 | |
| Trulieve Cannabis Corp Sub Vtg Shs | 0.0 | $10.000000 | 1.00 | 10.00 | |
| Aurora Cannabis (ACB) | 0.0 | $9.000000 | 3.00 | 3.00 | |
| Scilex Holding Com New (SCLX) | 0.0 | $8.000000 | 1.00 | 8.00 | |
| Datavault Ai Com Shs (DVLT) | 0.0 | $4.000000 | 10.00 | 0.40 | |
| Aim Immunotech Com New (AIM) | 0.0 | $3.000000 | 10.00 | 0.30 | |
| Gamestop Corp *w Exp 10/30/202 (GME.WS) | 0.0 | $3.000000 | 1.00 | 3.00 | |
| Healthy Choice Wellness Corp Cl A (HCWC) | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $0 | 0 | 0.00 |