Ingalls & Snyder as of Sept. 30, 2025
Portfolio Holdings for Ingalls & Snyder
Ingalls & Snyder holds 457 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corcept Therapeutics Call Call Option (CORT) | 20.9 | $638M | 7.7M | 82.86 | |
| Microsoft Corporation (MSFT) | 3.3 | $101M | 194k | 517.95 | |
| Apple (AAPL) | 2.9 | $89M | 351k | 254.63 | |
| Williams Companies (WMB) | 2.9 | $89M | 1.4M | 63.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $89M | 177k | 502.74 | |
| Exxon Mobil Corporation (XOM) | 2.8 | $87M | 771k | 112.75 | |
| Canadian Nat Res Call Call Option (CNQ) | 2.7 | $83M | 2.6M | 31.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $76M | 312k | 243.10 | |
| Pan American Silver Corp Can (PAAS) | 2.3 | $70M | 1.8M | 38.73 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $64M | 204k | 315.43 | |
| Amazon (AMZN) | 1.5 | $45M | 207k | 219.57 | |
| NVIDIA Corporation (NVDA) | 1.4 | $42M | 227k | 186.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $38M | 156k | 243.55 | |
| Procter & Gamble Company (PG) | 1.2 | $36M | 232k | 153.65 | |
| Abbott Laboratories (ABT) | 1.1 | $35M | 262k | 133.94 | |
| Meta Platforms Cl A (META) | 1.1 | $34M | 46k | 734.38 | |
| Abbvie (ABBV) | 1.1 | $34M | 145k | 231.54 | |
| Home Depot (HD) | 1.1 | $33M | 81k | 405.19 | |
| Expedia Group Com New (EXPE) | 1.0 | $31M | 144k | 213.75 | |
| Range Resources (RRC) | 1.0 | $30M | 790k | 37.64 | |
| Metropcs Communications (TMUS) | 1.0 | $29M | 122k | 239.38 | |
| Deere & Company (DE) | 0.9 | $29M | 63k | 457.25 | |
| Citigroup Com New (C) | 0.9 | $29M | 280k | 101.50 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $28M | 168k | 167.33 | |
| Roper Industries (ROP) | 0.9 | $26M | 52k | 498.68 | |
| Globe Life (GL) | 0.8 | $24M | 165k | 142.97 | |
| Hexcel Corporation (HXL) | 0.7 | $22M | 345k | 62.70 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $20M | 30k | 666.19 | |
| Chubb (CB) | 0.6 | $20M | 69k | 282.24 | |
| Stratus Pptys Com New (STRS) | 0.6 | $19M | 900k | 21.16 | |
| Merck & Co (MRK) | 0.6 | $19M | 225k | 83.93 | |
| Pfizer (PFE) | 0.6 | $19M | 735k | 25.48 | |
| Teck Resources CL B (TECK) | 0.6 | $19M | 422k | 43.89 | |
| Unilever Spon Adr New (UL) | 0.6 | $18M | 297k | 59.28 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $18M | 29k | 612.38 | |
| Omeros Corp Call Call Option (OMER) | 0.6 | $17M | 4.1M | 4.09 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $17M | 132k | 128.24 | |
| Uber Technologies Call Call Option (UBER) | 0.5 | $17M | 169k | 97.78 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.5 | $16M | 270k | 59.69 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $15M | 23k | 669.29 | |
| Johnson & Johnson (JNJ) | 0.5 | $15M | 81k | 185.42 | |
| Broadcom (AVGO) | 0.5 | $15M | 46k | 329.91 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $15M | 240k | 62.47 | |
| Moody's Corporation (MCO) | 0.5 | $14M | 30k | 476.49 | |
| Williams-Sonoma (WSM) | 0.5 | $14M | 72k | 195.45 | |
| Goldman Sachs (GS) | 0.4 | $14M | 17k | 796.33 | |
| Copart (CPRT) | 0.4 | $14M | 300k | 44.97 | |
| Norfolk Southern (NSC) | 0.4 | $13M | 44k | 300.40 | |
| Oracle Corporation (ORCL) | 0.4 | $13M | 47k | 281.24 | |
| Credit Acceptance (CACC) | 0.4 | $12M | 25k | 466.94 | |
| Canadian Pacific Kansas City (CP) | 0.4 | $11M | 154k | 74.49 | |
| Johnson Ctls Intl SHS (JCI) | 0.4 | $11M | 101k | 109.95 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $11M | 39k | 279.29 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $11M | 19k | 568.80 | |
| McKesson Corporation (MCK) | 0.3 | $11M | 14k | 772.53 | |
| Freeport-mcmoran Call Call Option (FCX) | 0.3 | $10M | 266k | 39.26 | |
| Union Pacific Corporation (UNP) | 0.3 | $10M | 43k | 236.37 | |
| Chevron Corp Call Call Option (CVX) | 0.3 | $9.9M | 63k | 155.30 | |
| Kenvue (KVUE) | 0.3 | $9.7M | 595k | 16.23 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.3 | $9.5M | 337k | 28.26 | |
| Fortune Brands (FBIN) | 0.3 | $9.3M | 174k | 53.39 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $9.1M | 12.00 | 754166.67 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $9.0M | 25k | 355.48 | |
| Draftkings Com Cl A (DKNG) | 0.3 | $9.0M | 240k | 37.40 | |
| World Acceptance (WRLD) | 0.3 | $8.9M | 53k | 169.13 | |
| Wayfair Cl A (W) | 0.3 | $8.9M | 99k | 89.33 | |
| Pepsi (PEP) | 0.3 | $8.8M | 63k | 140.45 | |
| Eli Lilly & Co. (LLY) | 0.3 | $8.5M | 11k | 762.99 | |
| Kraft Heinz (KHC) | 0.3 | $8.5M | 327k | 26.04 | |
| Bank of America Corporation (BAC) | 0.3 | $8.4M | 163k | 51.59 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $7.9M | 10k | 758.20 | |
| Nextnav Call Call Option (NN) | 0.3 | $7.8M | 547k | 14.30 | |
| Cto Realty Growth (CTO) | 0.3 | $7.7M | 474k | 16.30 | |
| Intercontinental Exchange (ICE) | 0.2 | $7.6M | 45k | 168.49 | |
| Dupont De Nemours (DD) | 0.2 | $7.5M | 97k | 77.90 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $7.3M | 128k | 56.75 | |
| Howard Hughes Holdings (HHH) | 0.2 | $7.3M | 89k | 82.17 | |
| Paypal Holdings (PYPL) | 0.2 | $7.1M | 106k | 67.06 | |
| Tamboran Res Corp (TBN) | 0.2 | $7.1M | 259k | 27.38 | |
| Mongodb Cl A (MDB) | 0.2 | $7.1M | 23k | 310.38 | |
| Ubs Group SHS (UBS) | 0.2 | $7.0M | 170k | 41.00 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $6.8M | 143k | 47.25 | |
| Visa Com Cl A (V) | 0.2 | $6.5M | 19k | 341.37 | |
| Wal-Mart Stores (WMT) | 0.2 | $6.5M | 63k | 103.07 | |
| Verizon Communications (VZ) | 0.2 | $6.1M | 139k | 43.95 | |
| Palo Alto Networks (PANW) | 0.2 | $5.9M | 29k | 203.61 | |
| Applied Materials (AMAT) | 0.2 | $5.9M | 29k | 204.73 | |
| Godaddy Cl A (GDDY) | 0.2 | $5.6M | 41k | 136.82 | |
| Bristol-myers Squibb Call Call Option (BMY) | 0.2 | $5.5M | 121k | 45.11 | |
| Cisco Systems (CSCO) | 0.2 | $5.4M | 79k | 68.42 | |
| Cimpress Shs Euro (CMPR) | 0.2 | $5.4M | 85k | 63.03 | |
| Ftai Aviation Call Call Option (FTAI) | 0.2 | $5.3M | 32k | 166.84 | |
| Ford Mtr Call Call Option (F) | 0.2 | $5.3M | 447k | 11.97 | |
| Enbridge (ENB) | 0.2 | $5.2M | 102k | 50.46 | |
| Mindwalk Holdings Corp Call Call Option | 0.2 | $4.9M | 2.8M | 1.75 | |
| HP Call Call Option (HPQ) | 0.2 | $4.8M | 178k | 27.23 | |
| Automatic Data Processing (ADP) | 0.2 | $4.7M | 16k | 293.52 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $4.6M | 60k | 76.72 | |
| Nextera Energy (NEE) | 0.2 | $4.6M | 61k | 75.49 | |
| International Business Machines (IBM) | 0.2 | $4.6M | 16k | 282.18 | |
| Republic Services (RSG) | 0.1 | $4.6M | 20k | 229.47 | |
| Stryker Corporation (SYK) | 0.1 | $4.4M | 12k | 369.66 | |
| Amgen (AMGN) | 0.1 | $4.4M | 16k | 282.17 | |
| Emerson Electric (EMR) | 0.1 | $4.3M | 33k | 131.19 | |
| Getty Realty (GTY) | 0.1 | $4.3M | 161k | 26.83 | |
| Waste Management (WM) | 0.1 | $4.3M | 20k | 220.81 | |
| Kinder Morgan (KMI) | 0.1 | $4.3M | 151k | 28.31 | |
| Zoominfo Technologies Call Call Option (GTM) | 0.1 | $4.3M | 391k | 10.90 | |
| Coca-Cola Company (KO) | 0.1 | $4.2M | 63k | 66.33 | |
| Amphenol Corp Cl A (APH) | 0.1 | $4.2M | 34k | 123.74 | |
| Fmc Corp Call Call Option (FMC) | 0.1 | $4.1M | 121k | 33.65 | |
| Workiva Com Cl A (WK) | 0.1 | $3.8M | 44k | 86.08 | |
| At&t (T) | 0.1 | $3.7M | 130k | 28.24 | |
| Quanta Services (PWR) | 0.1 | $3.6M | 8.8k | 414.37 | |
| Qualcomm (QCOM) | 0.1 | $3.6M | 22k | 166.34 | |
| Ge Vernova (GEV) | 0.1 | $3.6M | 5.8k | 614.96 | |
| Linde SHS (LIN) | 0.1 | $3.5M | 7.5k | 475.03 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.4M | 6.9k | 490.33 | |
| Marvell Technology (MRVL) | 0.1 | $3.4M | 40k | 84.08 | |
| American Express Company (AXP) | 0.1 | $3.4M | 10k | 332.11 | |
| Oneok (OKE) | 0.1 | $3.3M | 46k | 72.97 | |
| Kkr & Co (KKR) | 0.1 | $3.3M | 26k | 129.95 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.1 | $3.3M | 107k | 30.67 | |
| SEI Investments Company (SEIC) | 0.1 | $3.2M | 38k | 84.84 | |
| Bhp Group Sponsored Ads (BHP) | 0.1 | $3.2M | 58k | 55.75 | |
| Lowe's Companies (LOW) | 0.1 | $3.2M | 13k | 251.28 | |
| Academy Sports & Outdoor (ASO) | 0.1 | $3.1M | 62k | 50.02 | |
| Zoetis Cl A (ZTS) | 0.1 | $3.1M | 21k | 146.30 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.1M | 6.9k | 447.28 | |
| Brixmor Prty (BRX) | 0.1 | $3.1M | 111k | 27.68 | |
| Pitney Bowes (PBI) | 0.1 | $3.0M | 261k | 11.41 | |
| Crown Castle Intl (CCI) | 0.1 | $2.9M | 31k | 96.50 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $2.9M | 15k | 192.75 | |
| Repositrak Com New (TRAK) | 0.1 | $2.9M | 197k | 14.82 | |
| Avepoint Com Cl A (AVPT) | 0.1 | $2.9M | 191k | 15.01 | |
| Ye Cl A (YELP) | 0.1 | $2.8M | 91k | 31.20 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.8M | 10k | 281.85 | |
| Capri Holdings Call Call Option (CPRI) | 0.1 | $2.8M | 140k | 19.90 | |
| Viatris (VTRS) | 0.1 | $2.7M | 278k | 9.90 | |
| Orion Engineered Carbons (OEC) | 0.1 | $2.7M | 358k | 7.58 | |
| Oge Energy Corp (OGE) | 0.1 | $2.7M | 59k | 46.27 | |
| Trupanion (TRUP) | 0.1 | $2.7M | 63k | 43.28 | |
| Caterpillar (CAT) | 0.1 | $2.6M | 5.5k | 477.08 | |
| Ducommun Incorporated (DCO) | 0.1 | $2.6M | 27k | 96.13 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $2.6M | 47k | 55.50 | |
| American Water Works (AWK) | 0.1 | $2.6M | 19k | 139.21 | |
| Shift4 Pmts Call Call Option (FOUR) | 0.1 | $2.6M | 33k | 77.62 | |
| Netflix (NFLX) | 0.1 | $2.6M | 2.1k | 1198.78 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $2.5M | 103k | 24.56 | |
| Walt Disney Company (DIS) | 0.1 | $2.5M | 22k | 114.52 | |
| Global Industrial Company (GIC) | 0.1 | $2.4M | 67k | 36.67 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.4M | 2.6k | 925.77 | |
| Illinois Tool Works (ITW) | 0.1 | $2.4M | 9.3k | 260.79 | |
| Devon Energy Corp Call Call Option (DVN) | 0.1 | $2.3M | 67k | 35.06 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.3M | 6.5k | 352.70 | |
| Woodward Governor Company (WWD) | 0.1 | $2.2M | 8.9k | 252.70 | |
| Innospec (IOSP) | 0.1 | $2.2M | 29k | 77.16 | |
| Ecolab (ECL) | 0.1 | $2.1M | 7.8k | 273.83 | |
| American Tower Reit (AMT) | 0.1 | $2.1M | 11k | 192.33 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.1M | 3.4k | 600.41 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $2.0M | 14k | 142.88 | |
| Ge Aerospace Com New (GE) | 0.1 | $2.0M | 6.6k | 300.85 | |
| Agnico (AEM) | 0.1 | $2.0M | 12k | 168.53 | |
| Strategic Education (STRA) | 0.1 | $1.9M | 22k | 86.02 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.9M | 24k | 79.92 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.9M | 3.9k | 479.71 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.9M | 17k | 108.98 | |
| Aptiv Com Shs (APTV) | 0.1 | $1.9M | 22k | 86.22 | |
| Medtronic SHS (MDT) | 0.1 | $1.8M | 19k | 95.25 | |
| Consolidated Edison (ED) | 0.1 | $1.8M | 18k | 100.51 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $1.8M | 35k | 50.89 | |
| Vici Pptys (VICI) | 0.1 | $1.7M | 53k | 32.62 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.7M | 32k | 53.89 | |
| Jfrog Ord Shs (FROG) | 0.1 | $1.7M | 36k | 47.34 | |
| Zions Bancorporation (ZION) | 0.1 | $1.7M | 30k | 56.58 | |
| Schlumberger Com Stk (SLB) | 0.1 | $1.6M | 48k | 34.36 | |
| Arista Networks Com Shs (ANET) | 0.1 | $1.6M | 11k | 145.73 | |
| Tesla Motors (TSLA) | 0.1 | $1.6M | 3.6k | 444.63 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.6M | 33k | 46.93 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.5M | 8.4k | 183.75 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.5M | 13k | 118.40 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.5M | 29k | 53.03 | |
| Spdr Series Trust Call Call Option (KRE) | 0.1 | $1.5M | 24k | 63.32 | |
| Corning Incorporated (GLW) | 0.0 | $1.5M | 18k | 82.02 | |
| Huntsman Corp Call Call Option (HUN) | 0.0 | $1.5M | 164k | 9.00 | |
| Opera Sponsored Ads (OPRA) | 0.0 | $1.4M | 70k | 20.64 | |
| FedEx Corporation (FDX) | 0.0 | $1.4M | 6.1k | 235.85 | |
| Korn Ferry Com New (KFY) | 0.0 | $1.4M | 21k | 69.98 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $1.4M | 36k | 40.45 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.4M | 3.0k | 484.92 | |
| Verisk Analytics (VRSK) | 0.0 | $1.4M | 5.7k | 251.46 | |
| Hubbell (HUBB) | 0.0 | $1.4M | 3.3k | 430.23 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.4M | 11k | 124.37 | |
| Fury Gold Mines (FURY) | 0.0 | $1.4M | 2.1M | 0.65 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $1.4M | 11k | 131.24 | |
| Brighthouse Finl (BHF) | 0.0 | $1.4M | 26k | 53.07 | |
| ConocoPhillips (COP) | 0.0 | $1.4M | 14k | 94.59 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $1.4M | 22k | 61.52 | |
| salesforce (CRM) | 0.0 | $1.4M | 5.7k | 236.92 | |
| Omeros Corp Note 5.250% 2/1 (Principal) | 0.0 | $1.4M | 1.4M | 0.93 | |
| Micron Technology (MU) | 0.0 | $1.3M | 7.9k | 167.34 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.3M | 42k | 31.42 | |
| S&p Global (SPGI) | 0.0 | $1.3M | 2.7k | 486.66 | |
| Constellation Energy (CEG) | 0.0 | $1.3M | 4.0k | 329.13 | |
| RPM International (RPM) | 0.0 | $1.3M | 11k | 117.88 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.3M | 3.2k | 391.60 | |
| Allison Transmission Hldngs I (ALSN) | 0.0 | $1.2M | 15k | 84.86 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.2M | 12k | 100.28 | |
| Phillips 66 (PSX) | 0.0 | $1.2M | 9.0k | 136.04 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.2M | 8.8k | 139.15 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.2M | 29k | 42.36 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $1.2M | 32k | 36.81 | |
| Tc Energy Corp (TRP) | 0.0 | $1.2M | 22k | 54.41 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.2M | 16k | 75.36 | |
| Philip Morris International (PM) | 0.0 | $1.2M | 7.2k | 162.19 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $1.2M | 13k | 90.39 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.2M | 9.4k | 123.72 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $1.1M | 18k | 63.05 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.1M | 15k | 74.51 | |
| Iron Mountain (IRM) | 0.0 | $1.1M | 11k | 101.91 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $1.1M | 18k | 59.22 | |
| General Mills (GIS) | 0.0 | $1.1M | 22k | 50.42 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.1M | 4.2k | 259.69 | |
| Cameco Corporation (CCJ) | 0.0 | $1.1M | 13k | 83.86 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.1M | 13k | 83.78 | |
| UnitedHealth (UNH) | 0.0 | $1.1M | 3.1k | 345.40 | |
| Diageo Spon Adr New (DEO) | 0.0 | $1.1M | 11k | 95.44 | |
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $991k | 2.5k | 396.24 | |
| Everest Re Group (EG) | 0.0 | $970k | 2.8k | 350.05 | |
| NiSource (NI) | 0.0 | $958k | 22k | 43.30 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $922k | 31k | 29.62 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $919k | 3.8k | 239.51 | |
| Coupang Call Call Option (CPNG) | 0.0 | $898k | 28k | 32.40 | |
| Truist Financial Corp equities (TFC) | 0.0 | $892k | 20k | 45.72 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $882k | 5.7k | 155.25 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $867k | 22k | 39.21 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $852k | 4.7k | 182.52 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $813k | 1.2k | 697.85 | |
| Fidelity National Financial Com Shs (FNF) | 0.0 | $812k | 13k | 60.51 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $809k | 27k | 30.56 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $807k | 164k | 4.92 | |
| Rh (RH) | 0.0 | $802k | 4.0k | 203.04 | |
| Shell Spon Ads (SHEL) | 0.0 | $801k | 11k | 71.54 | |
| Preformed Line Products Company (PLPC) | 0.0 | $798k | 4.1k | 196.07 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $792k | 11k | 73.67 | |
| Welltower Inc Com reit (WELL) | 0.0 | $783k | 4.4k | 178.16 | |
| Blackrock Res & Commodities SHS (BCX) | 0.0 | $782k | 77k | 10.18 | |
| D.R. Horton (DHI) | 0.0 | $775k | 4.6k | 169.47 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $750k | 1.0k | 746.27 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $749k | 16k | 47.21 | |
| MercadoLibre (MELI) | 0.0 | $748k | 320.00 | 2337.50 | |
| Bce Com New (BCE) | 0.0 | $746k | 32k | 23.39 | |
| Carrier Global Corporation (CARR) | 0.0 | $741k | 12k | 59.73 | |
| Pinterest Cl A (PINS) | 0.0 | $737k | 23k | 32.16 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $719k | 3.8k | 189.76 | |
| GSK Sponsored Adr (GSK) | 0.0 | $713k | 17k | 43.16 | |
| DTE Energy Company (DTE) | 0.0 | $705k | 5.0k | 141.34 | |
| Capital One Financial (COF) | 0.0 | $703k | 3.3k | 212.64 | |
| Lyondellbasell Industries N Call Call Option (LYB) | 0.0 | $697k | 14k | 49.05 | |
| Prologis (PLD) | 0.0 | $688k | 6.0k | 114.53 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $683k | 706.00 | 967.42 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $669k | 2.2k | 309.72 | |
| Dominion Resources (D) | 0.0 | $668k | 11k | 61.17 | |
| Baytex Energy Corp (BTE) | 0.0 | $667k | 285k | 2.34 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $658k | 3.7k | 178.71 | |
| Listed Fds Tr Put Put Option (MAGS) | 0.0 | $649k | 10k | 64.90 | |
| Exelon Corporation (EXC) | 0.0 | $643k | 14k | 45.03 | |
| Jacobs Engineering Group (J) | 0.0 | $636k | 4.2k | 149.93 | |
| Essential Utils (WTRG) | 0.0 | $634k | 16k | 39.90 | |
| Hain Celestial (HAIN) | 0.0 | $617k | 391k | 1.58 | |
| Macys Put Put Option (M) | 0.0 | $617k | 34k | 17.94 | |
| Starbucks Corporation (SBUX) | 0.0 | $610k | 7.2k | 84.56 | |
| Nike CL B (NKE) | 0.0 | $607k | 8.7k | 69.77 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $603k | 8.3k | 72.71 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $601k | 5.4k | 111.79 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $601k | 25k | 23.66 | |
| Amcor Ord (AMCR) | 0.0 | $600k | 73k | 8.17 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $599k | 3.9k | 154.10 | |
| Honeywell International (HON) | 0.0 | $586k | 2.8k | 210.56 | |
| Advance Auto Parts (AAP) | 0.0 | $582k | 9.5k | 61.39 | |
| Pagerduty Call Call Option (PD) | 0.0 | $578k | 35k | 16.52 | |
| One Gas (OGS) | 0.0 | $571k | 7.1k | 80.97 | |
| Bunge Global Sa Com Shs (BG) | 0.0 | $570k | 7.0k | 81.24 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $567k | 459.00 | 1235.29 | |
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $566k | 69k | 8.23 | |
| Noble Corp Ord Shs A (NE) | 0.0 | $561k | 20k | 28.25 | |
| Inspiremd (NSPR) | 0.0 | $542k | 225k | 2.41 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $517k | 3.0k | 170.97 | |
| Dover Corporation (DOV) | 0.0 | $515k | 3.1k | 166.72 | |
| Or Royalties Com Shs (OR) | 0.0 | $504k | 13k | 40.05 | |
| Vanguard World Industrial Etf (VIS) | 0.0 | $504k | 1.7k | 296.30 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $501k | 5.5k | 91.47 | |
| Boeing Company (BA) | 0.0 | $497k | 2.3k | 215.81 | |
| Mueller Industries (MLI) | 0.0 | $495k | 4.9k | 101.02 | |
| Seaport Entmt Group Common Stock (SEG) | 0.0 | $493k | 22k | 22.94 | |
| Northwest Natural Holdin (NWN) | 0.0 | $492k | 11k | 44.97 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $477k | 2.2k | 213.61 | |
| Everus Constr Group (ECG) | 0.0 | $475k | 5.5k | 85.72 | |
| Vericel (VCEL) | 0.0 | $474k | 15k | 31.45 | |
| Etsy Note 0.125%10/0 (Principal) | 0.0 | $471k | 451k | 1.04 | |
| Tapestry (TPR) | 0.0 | $467k | 4.1k | 113.13 | |
| Cadiz Com New (CDZI) | 0.0 | $465k | 99k | 4.72 | |
| Enterprise Products Partners (EPD) | 0.0 | $461k | 15k | 31.30 | |
| Air Lease Corp Cl A (AL) | 0.0 | $458k | 7.2k | 63.58 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $444k | 7.5k | 59.56 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $440k | 2.9k | 150.84 | |
| Southstate Bk Corp (SSB) | 0.0 | $439k | 4.4k | 98.76 | |
| Hershey Company (HSY) | 0.0 | $431k | 2.3k | 187.15 | |
| Booking Holdings (BKNG) | 0.0 | $427k | 79.00 | 5405.06 | |
| EastGroup Properties (EGP) | 0.0 | $423k | 2.5k | 169.20 | |
| Anglogold Ashanti Com Shs (AU) | 0.0 | $422k | 6.0k | 70.33 | |
| Generac Holdings (GNRC) | 0.0 | $419k | 2.5k | 167.33 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $417k | 3.0k | 140.88 | |
| M&T Bank Corporation (MTB) | 0.0 | $416k | 2.1k | 197.81 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $412k | 3.4k | 120.86 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $408k | 2.2k | 187.59 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $408k | 5.2k | 78.31 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $403k | 12k | 32.74 | |
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $400k | 4.0k | 100.10 | |
| Aon Shs Cl A (AON) | 0.0 | $400k | 1.1k | 356.51 | |
| MDU Resources (MDU) | 0.0 | $397k | 22k | 17.82 | |
| Halozyme Therapeutics (HALO) | 0.0 | $397k | 5.4k | 73.36 | |
| United Parcel Service CL B (UPS) | 0.0 | $394k | 4.7k | 83.46 | |
| McDonald's Corporation (MCD) | 0.0 | $394k | 1.3k | 304.01 | |
| eBay (EBAY) | 0.0 | $393k | 4.3k | 91.06 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $392k | 5.9k | 66.04 | |
| Waters Corporation (WAT) | 0.0 | $387k | 1.3k | 300.00 | |
| Listed Fds Tr Horizon Kinetics (INFL) | 0.0 | $381k | 8.5k | 44.72 | |
| Ross Stores (ROST) | 0.0 | $381k | 2.5k | 152.40 | |
| Nayax SHS (NYAX) | 0.0 | $381k | 8.0k | 47.62 | |
| New Gold Inc Cda (NGD) | 0.0 | $379k | 53k | 7.19 | |
| Chart Industries (GTLS) | 0.0 | $377k | 1.9k | 200.21 | |
| 3M Company (MMM) | 0.0 | $377k | 2.4k | 155.14 | |
| Etsy Note 0.125% 9/0 (Principal) | 0.0 | $374k | 405k | 0.92 | |
| Landbridge Company Cl A (LB) | 0.0 | $373k | 7.0k | 53.29 | |
| International Paper Company (IP) | 0.0 | $372k | 8.0k | 46.37 | |
| Workiva Note 1.250% 8/1 (Principal) | 0.0 | $371k | 375k | 0.99 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $370k | 20k | 18.26 | |
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.0 | $369k | 4.4k | 83.47 | |
| Monday Call Call Option (MNDY) | 0.0 | $368k | 1.9k | 193.68 | |
| Smucker J M Com New (SJM) | 0.0 | $365k | 3.4k | 108.47 | |
| Realty Income (O) | 0.0 | $362k | 6.0k | 60.71 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $359k | 4.7k | 76.66 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $355k | 5.3k | 66.93 | |
| Dropbox Note 3/0 (Principal) | 0.0 | $352k | 340k | 1.04 | |
| Eupraxia Pharmaceuticals (EPRX) | 0.0 | $349k | 59k | 5.91 | |
| Cigna Corp (CI) | 0.0 | $344k | 1.2k | 287.87 | |
| Chemours (CC) | 0.0 | $341k | 22k | 15.85 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $341k | 14k | 24.82 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $340k | 4.2k | 81.65 | |
| Proshares Tr Pet Care Etf (PAWZ) | 0.0 | $339k | 6.0k | 56.06 | |
| Gitlab Call Call Option (GTLB) | 0.0 | $338k | 7.5k | 45.00 | |
| Sap Se Spon Adr (SAP) | 0.0 | $334k | 1.2k | 267.41 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $334k | 12k | 27.05 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.0 | $333k | 16k | 21.11 | |
| Corteva (CTVA) | 0.0 | $330k | 4.9k | 67.64 | |
| Allstate Corporation (ALL) | 0.0 | $329k | 1.5k | 214.47 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $326k | 1.1k | 287.22 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $326k | 19k | 17.16 | |
| Xcel Energy (XEL) | 0.0 | $321k | 4.0k | 80.63 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $319k | 1.4k | 236.30 | |
| Owens Corning (OC) | 0.0 | $319k | 2.3k | 141.46 | |
| Paychex (PAYX) | 0.0 | $317k | 2.5k | 126.70 | |
| Public Service Enterprise (PEG) | 0.0 | $315k | 3.8k | 83.53 | |
| Alkami Technology (ALKT) | 0.0 | $315k | 13k | 24.80 | |
| Telus Ord (TU) | 0.0 | $314k | 20k | 15.76 | |
| BP Sponsored Adr (BP) | 0.0 | $314k | 9.1k | 34.41 | |
| Equinox Gold Corp equities (EQX) | 0.0 | $312k | 28k | 11.24 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $312k | 672.00 | 464.29 | |
| Leggett & Platt (LEG) | 0.0 | $310k | 35k | 8.89 | |
| Amer (UHAL) | 0.0 | $309k | 5.4k | 57.12 | |
| Danaher Corporation (DHR) | 0.0 | $308k | 1.6k | 198.07 | |
| Universal Hlth Svcs CL B (UHS) | 0.0 | $307k | 1.5k | 204.67 | |
| Valero Energy Corporation (VLO) | 0.0 | $304k | 1.8k | 170.50 | |
| Edwards Lifesciences (EW) | 0.0 | $303k | 3.9k | 77.69 | |
| Vanguard World Materials Etf (VAW) | 0.0 | $302k | 1.5k | 204.75 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $302k | 919.00 | 328.62 | |
| Albemarle Corporation (ALB) | 0.0 | $301k | 3.7k | 81.07 | |
| American Electric Power Company (AEP) | 0.0 | $300k | 2.7k | 112.36 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $295k | 590.00 | 500.00 | |
| Polaris Industries (PII) | 0.0 | $291k | 5.0k | 58.20 | |
| L3harris Technologies (LHX) | 0.0 | $290k | 948.00 | 305.91 | |
| MetLife (MET) | 0.0 | $287k | 3.5k | 82.40 | |
| Air Products & Chemicals (APD) | 0.0 | $286k | 1.0k | 272.90 | |
| InterDigital (IDCC) | 0.0 | $286k | 827.00 | 345.83 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $284k | 3.7k | 76.34 | |
| Omega Healthcare Investors (OHI) | 0.0 | $280k | 6.6k | 42.29 | |
| Fiserv Call Call Option (FI) | 0.0 | $279k | 2.1k | 130.00 | |
| IDEXX Laboratories (IDXX) | 0.0 | $278k | 435.00 | 639.08 | |
| Taseko Cad (TGB) | 0.0 | $276k | 65k | 4.23 | |
| Prudential Financial (PRU) | 0.0 | $276k | 2.7k | 103.56 | |
| Cummins (CMI) | 0.0 | $274k | 648.00 | 422.84 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.0 | $271k | 14k | 19.07 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $270k | 5.6k | 48.09 | |
| Cbre Group Cl A (CBRE) | 0.0 | $269k | 1.7k | 157.31 | |
| American States Water Company (AWR) | 0.0 | $267k | 3.6k | 73.25 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $266k | 8.4k | 31.67 | |
| Evercore Class A (EVR) | 0.0 | $266k | 789.00 | 337.14 | |
| Progressive Corporation (PGR) | 0.0 | $264k | 1.1k | 246.50 | |
| Ida (IDA) | 0.0 | $264k | 2.0k | 132.00 | |
| Nextnav *w Exp 99/99/999 (NNAVW) | 0.0 | $261k | 48k | 5.42 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $258k | 3.9k | 66.98 | |
| Gold Fields Sponsored Adr (GFI) | 0.0 | $258k | 6.1k | 42.01 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $256k | 420.00 | 609.52 | |
| Becton, Dickinson and (BDX) | 0.0 | $253k | 1.4k | 186.85 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $252k | 8.8k | 28.77 | |
| South Bow Corp (SOBO) | 0.0 | $251k | 8.9k | 28.25 | |
| Fortuna Mng Corp Com New (FSM) | 0.0 | $246k | 28k | 8.95 | |
| Haleon Spon Ads (HLN) | 0.0 | $246k | 27k | 8.98 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $245k | 1.7k | 148.48 | |
| Pentair SHS (PNR) | 0.0 | $238k | 2.2k | 110.70 | |
| Nexstar Media Group Common Stock (NXST) | 0.0 | $237k | 1.2k | 197.50 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $237k | 1.1k | 206.27 | |
| General Motors Company (GM) | 0.0 | $233k | 3.8k | 61.01 | |
| Qxo Com New (QXO) | 0.0 | $232k | 12k | 19.07 | |
| Altria (MO) | 0.0 | $232k | 3.5k | 66.17 | |
| Akamai Technologies (AKAM) | 0.0 | $231k | 3.0k | 75.91 | |
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $230k | 1.3k | 172.41 | |
| Trane Technologies SHS (TT) | 0.0 | $230k | 544.00 | 422.79 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $230k | 2.0k | 112.86 | |
| Nrg Energy Call Call Option (NRG) | 0.0 | $229k | 1.4k | 162.14 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $229k | 2.5k | 91.24 | |
| Rxo Common Stock (RXO) | 0.0 | $229k | 15k | 15.37 | |
| SYSCO Corporation (SYY) | 0.0 | $228k | 2.8k | 82.22 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $227k | 1.7k | 134.16 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $227k | 7.1k | 31.97 | |
| Hilton Grand Vacations (HGV) | 0.0 | $225k | 5.4k | 41.86 | |
| Yum! Brands (YUM) | 0.0 | $225k | 1.5k | 152.03 | |
| Blackrock Util & Infrastrctu (BUI) | 0.0 | $220k | 8.4k | 26.19 | |
| Lyft Cl A Com (LYFT) | 0.0 | $220k | 10k | 22.00 | |
| Bwx Technologies (BWXT) | 0.0 | $217k | 1.2k | 184.68 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $215k | 4.4k | 48.61 | |
| Japan Smaller Capitalizaion Fund (JOF) | 0.0 | $211k | 20k | 10.55 | |
| First Solar (FSLR) | 0.0 | $208k | 945.00 | 220.11 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $205k | 4.0k | 51.25 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $203k | 2.1k | 98.93 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $202k | 11k | 19.29 | |
| Tronox Holdings SHS (TROX) | 0.0 | $201k | 50k | 4.03 | |
| Stoneco Com Cl A (STNE) | 0.0 | $198k | 10k | 18.96 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $173k | 29k | 6.04 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $162k | 14k | 11.57 | |
| Tidal Trust Ii Yieldmax Mstr Op (MSTY) | 0.0 | $153k | 11k | 13.97 | |
| Rbb Fund Trust Tweedy Browne (COPY) | 0.0 | $152k | 12k | 12.33 | |
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $144k | 25k | 5.71 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $134k | 20k | 6.70 | |
| Eledon Pharmaceuticals (ELDN) | 0.0 | $134k | 52k | 2.58 | |
| Tmc The Metals Company (TMC) | 0.0 | $127k | 20k | 6.35 | |
| Core Labs Nv (CLB) | 0.0 | $124k | 10k | 12.40 | |
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $123k | 19k | 6.34 | |
| Novagold Res Com New (NG) | 0.0 | $114k | 13k | 8.77 | |
| Seritage Growth Pptys Cl A (SRG) | 0.0 | $89k | 21k | 4.24 | |
| Lithium Argentina Com Shs (LAR) | 0.0 | $84k | 25k | 3.33 | |
| I-80 Gold Corp (IAUX) | 0.0 | $84k | 88k | 0.96 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $83k | 15k | 5.39 | |
| Os Therapies Incorporated Com New (OSTX) | 0.0 | $72k | 37k | 1.96 | |
| Birks Group Cl A Com (BGI) | 0.0 | $19k | 17k | 1.12 | |
| Heron Therapeutics (HRTX) | 0.0 | $14k | 11k | 1.23 |