AI Portfolio Summary
In 2025 Q4, Pathway Financial Advisers, LLC maintained a portfolio of 377 distinct positions. They heavily accumulated shares in ENTERPRISE PRODS PAR, increasing their position by 0.9%. Conversely, Pathway Financial Advisers, LLC completely exited their position in ABBOTT LABORATORIES.
Total Positions
377
Quarter
2025 Q4
Top Holding
AVGO (3.7%)
Top 10 Concentration
23.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 377
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVGO
BROADCOM INC CO...
|
Technology | 3.68% | 3.59% |
#1
Prev: #1
|
4.0 | -791 | -2.1% |
P
S
|
36,657 | $12,686,905 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 2.69% | 2.62% |
#2
1
Prev: #3
|
3.1 | 2,638 | 0.9% |
P
S
|
289,794 | $9,290,805 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.68% | 2.67% |
#3
1
Prev: #2
|
2.6 | -423 | -1.5% |
P
S
|
28,725 | $9,255,833 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STLD
STEEL DYNAMICS ...
|
Basic Materials | 2.30% | 1.83% |
#4
4
Prev: #8
|
1.9 | 1,794 | 4.0% |
P
S
|
46,774 | $7,925,791 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
ABBVIE INC COM ...
|
Healthcare | 2.22% | 2.26% |
#5
1
Prev: #4
|
1.9 | -25 | -0.1% |
P
S
|
33,551 | $7,666,062 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDVV
FIDELITY HIGH D...
|
ETF | 2.17% | 2.13% |
#6
1
Prev: #5
|
1.4 | 856 | 0.7% |
P
S
|
131,999 | $7,483,022 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 1.95% | 2.07% |
#7
1
Prev: #6
|
1.3 | -114 | -0.2% |
P
S
|
57,382 | $6,725,788 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 1.91% | 1.72% |
#8
4
Prev: #12
|
1.3 | -587 | -0.7% |
P
S
|
85,570 | $6,591,490 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.89% | 1.79% |
#9
1
Prev: #10
|
1.3 | -183 | -0.8% |
P
S
|
24,001 | $6,524,962 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETY
EATON VANCE TAX...
|
Financial Services | 1.85% | 1.89% |
#10
3
Prev: #7
|
1.2 | 8,011 | 2.0% |
P
S
|
416,174 | $6,384,109 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ENB
ENBRIDGE INC CO...
|
Energy | 1.72% | 1.81% |
#11
2
Prev: #9
|
1.2 | 896 | 0.7% |
P
S
|
123,821 | $5,922,378 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.65% | 1.64% |
#12
1
Prev: #13
|
1.2 | -504 | -1.3% |
P
S
|
39,671 | $5,693,525 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
O
REALTY INCOME C...
|
Real Estate | 1.63% | 1.75% |
#13
2
Prev: #11
|
1.2 | 1,161 | 1.2% |
P
S
|
99,811 | $5,626,338 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.57% | 1.51% |
#14
2
Prev: #16
|
1.1 | -180 | -1.0% |
P
S
|
18,342 | $5,433,023 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.54% | 1.63% |
#15
1
Prev: #14
|
1.1 | 103 | 0.9% |
P
S
|
11,004 | $5,321,892 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.50% | 1.57% |
#16
1
Prev: #15
|
1.1 | -240 | -2.2% |
P
S
|
10,725 | $5,187,548 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.45% | 1.26% |
#17
7
Prev: #24
|
1.1 | -116 | -0.8% |
P
S
|
15,269 | $4,997,540 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNS
BANK OF NOVA SC...
|
Financial Services | 1.43% | 1.26% |
#18
5
Prev: #23
|
1.1 | -20 | -0.0% |
P
S
|
66,845 | $4,925,783 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION...
|
Industrials | 1.42% | 1.32% |
#19
2
Prev: #17
|
1.1 | -507 | -1.9% |
P
S
|
26,687 | $4,894,462 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.35% | 1.29% |
#20
2
Prev: #18
|
1.0 | 550 | 2.7% |
P
S
|
21,251 | $4,670,506 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKE
ONEOK INC COM U...
|
Energy | 1.29% | 1.29% |
#21
2
Prev: #19
|
1.0 | -195 | -0.3% |
P
S
|
60,610 | $4,454,823 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.29% | 1.27% |
#22
Prev: #22
|
1.0 | 389 | 1.7% |
P
S
|
23,774 | $4,433,839 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 1.27% | 1.29% |
#23
2
Prev: #21
|
1.0 | 77 | 0.3% |
P
S
|
28,675 | $4,370,297 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OHI
OMEGA HEALTHCAR...
|
Real Estate | 1.25% | 1.19% |
#24
2
Prev: #26
|
1.0 | 806 | 0.8% |
P
S
|
97,448 | $4,320,843 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.19% | 1.29% |
#25
5
Prev: #20
|
1.0 | 290 | 0.3% |
P
S
|
101,054 | $4,115,911 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.00% | 0.06% |
Sold All 😨
(Was: #156) |
0.0 | -1,519 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GE
GE AEROSPACE CO...
|
Industrials | 0.00% | 0.05% |
Sold All 😨
(Was: #160) |
0.0 | -551 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #161) |
0.0 | -2,465 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #162) |
0.0 | -1,623 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COMPANIES I...
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #163) |
0.0 | -1,116 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXR
EXTRA SPACE STO...
|
Real Estate | 0.00% | 0.05% |
Sold All 😨
(Was: #164) |
0.0 | -1,114 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD SMALL-...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #165) |
0.0 | -612 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #167) |
0.0 | -2,681 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #168) |
0.0 | -735 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WELL
WELLTOWER INC C...
|
Real Estate | 0.00% | 0.04% |
Sold All 😨
(Was: #169) |
0.0 | -830 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #171) |
0.0 | -1,521 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GBTC
GRAYSCALE BITCO...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #172) |
0.0 | -1,589 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #173) |
0.0 | -785 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #174) |
0.0 | -1,425 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #175) |
0.0 | -568 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #176) |
0.0 | -965 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSX
CSX CORP COM US...
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #178) |
0.0 | -3,505 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #179) |
0.0 | -440 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #180) |
0.0 | -474 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETR
ENTERGY CORP
|
Utilities | 0.00% | 0.04% |
Sold All 😨
(Was: #181) |
0.0 | -1,300 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HBNC
HORIZON BANCORP...
|
Financial Services | 0.00% | 0.03% |
Sold All 😨
(Was: #182) |
0.0 | -7,283 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HRL
HORMEL FOODS CO...
|
Consumer Defensive | 0.00% | 0.03% |
Sold All 😨
(Was: #183) |
0.0 | -4,611 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.00% | 0.03% |
Sold All 😨
(Was: #184) |
0.0 | -234 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 0.03% |
Sold All 😨
(Was: #185) |
0.0 | -154 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIS
DISNEY WALT CO ...
|
Communication Services | 0.00% | 0.03% |
Sold All 😨
(Was: #186) |
0.0 | -916 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBCG
FIDELITY BLUE C...
|
Warrant | 0.00% | 0.03% |
Sold All 😨
(Was: #187) |
0.0 | -1,917 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HSY
HERSHEY COMPANY...
|
Consumer Defensive | 0.00% | 0.03% |
Sold All 😨
(Was: #188) |
0.0 | -539 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWL
ISHARES MSCI SW...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #190) |
0.0 | -1,737 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNCL
FIDELITY MSCI F...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #191) |
0.0 | -1,210 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #192) |
0.0 | -431 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CP
CANADIAN PAC KA...
|
Industrials | 0.00% | 0.03% |
Sold All 😨
(Was: #193) |
0.0 | -1,210 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BTI
BRITISH AMERICA...
|
Consumer Defensive | 0.00% | 0.03% |
Sold All 😨
(Was: #194) |
0.0 | -1,647 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
VANGUARD MID-CA...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #195) |
0.0 | -502 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWA
ISHARES INC MSC...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #196) |
0.0 | -3,196 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AFL
AFLAC INC COM
|
Financial Services | 0.00% | 0.03% |
Sold All 😨
(Was: #197) |
0.0 | -771 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RIO
RIO TINTO ADR E...
|
Basic Materials | 0.00% | 0.02% |
Sold All 😨
(Was: #198) |
0.0 | -1,224 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYMB
SPDR NUVEEN ICE...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #199) |
0.0 | -3,162 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FPX
FIRST TRUST US ...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #200) |
0.0 | -473 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXC
EXELON CORP COM...
|
Utilities | 0.00% | 0.02% |
Sold All 😨
(Was: #201) |
0.0 | -1,738 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVS
NOVARTIS AG SPO...
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #202) |
0.0 | -603 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSV
ISHARES CORE S&...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #203) |
0.0 | -767 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #204) |
0.0 | -234 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SIXG
ETF SER SOLUTIO...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #205) |
0.0 | -1,227 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.00% | 0.02% |
Sold All 😨
(Was: #206) |
0.0 | -1,211 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPC
NUVEEN PFD &INC...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #207) |
0.0 | -8,771 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GDV
GABELLI DIVID &...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #208) |
0.0 | -2,607 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OZK
BANK OZK LITTLE...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #209) |
0.0 | -1,387 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TECK
TECK RESOURCES ...
|
Basic Materials | 0.00% | 0.02% |
Sold All 😨
(Was: #210) |
0.0 | -1,609 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #211) |
0.0 | -94 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARLP
ALLIANCE RESOUR...
|
Energy | 0.00% | 0.02% |
Sold All 😨
(Was: #212) |
0.0 | -2,707 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.00% | 0.02% |
Sold All 😨
(Was: #213) |
0.0 | -1,019 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ROOT
ROOT INC CL A N...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #214) |
0.0 | -737 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IHF
ISHARES TR US H...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #215) |
0.0 | -1,316 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTR
STRATEGY INC CO...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #216) |
0.0 | -201 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD TOTAL ...
|
Bond/Debt | 0.00% | 0.02% |
Sold All 😨
(Was: #217) |
0.0 | -877 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KR
KROGER CO COM U...
|
Consumer Defensive | 0.00% | 0.02% |
Sold All 😨
(Was: #218) |
0.0 | -950 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNM
UNUM GROUP
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #219) |
0.0 | -769 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFLX
NETFLIX INC
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #220) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ASML
ASML HOLDING NV...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #221) |
0.0 | -60 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ULTA
ULTA BEAUTY INC...
|
Consumer Cyclical | 0.00% | 0.02% |
Sold All 😨
(Was: #222) |
0.0 | -103 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSEX
MIDDLESEX WTR C...
|
Utilities | 0.00% | 0.02% |
Sold All 😨
(Was: #223) |
0.0 | -995 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.00% | 0.02% |
Sold All 😨
(Was: #224) |
0.0 | -431 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IONQ
IONQ INC COM
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #225) |
0.0 | -867 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD MID-CA...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #226) |
0.0 | -181 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #227) |
0.0 | -180 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FENY
FIDELITY MSCI E...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #228) |
0.0 | -2,096 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MPC
MARATHON PETROL...
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #229) |
0.0 | -267 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ES
EVERSOURCE ENER...
|
Utilities | 0.00% | 0.01% |
Sold All 😨
(Was: #230) |
0.0 | -712 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FVD
FIRST TR VALUE ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #231) |
0.0 | -1,070 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NXPI
NXP SEMICONDUCT...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #232) |
0.0 | -221 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WFC
WELLS FARGO CO ...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #233) |
0.0 | -578 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #234) |
0.0 | -285 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WPC
WP CAREY INC CO...
|
Real Estate | 0.00% | 0.01% |
Sold All 😨
(Was: #235) |
0.0 | -703 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZBH
ZIMMER BIOMET H...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #236) |
0.0 | -460 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BMO
BANK OF MONTREA...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #237) |
0.0 | -348 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #238) |
0.0 | -175 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMI
KINDER MORGAN I...
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #239) |
0.0 | -1,588 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AEE
AMEREN CORP COM...
|
Utilities | 0.00% | 0.01% |
Sold All 😨
(Was: #240) |
0.0 | -424 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CARR
CARRIER GLOBAL ...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #241) |
0.0 | -740 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETHE
GRAYSCALE ETHER...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #242) |
0.0 | -1,261 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEV
GE VERNOVA INC ...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #243) |
0.0 | -71 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FMAT
FIDELITY MSCI M...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #244) |
0.0 | -817 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEM
NEWMONT CORP CO...
|
Basic Materials | 0.00% | 0.01% |
Sold All 😨
(Was: #245) |
0.0 | -507 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 0.00% | 0.01% |
Sold All 😨
(Was: #246) |
0.0 | -68 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
YUMC
YUM CHINA HLDGS...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #247) |
0.0 | -985 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TRV
TRAVELERS COMPA...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #248) |
0.0 | -151 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FCOM
FIDELITY MSCI C...
|
Bond/Debt | 0.00% | 0.01% |
Sold All 😨
(Was: #249) |
0.0 | -597 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHS
WISDOMTREE TR U...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #250) |
0.0 | -418 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HON
HONEYWELL INTER...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #251) |
0.0 | -197 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #252) |
0.0 | -139 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PCEF
INVESCO EXCH TR...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #253) |
0.0 | -1,962 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES CORE S&...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #254) |
0.0 | -593 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BA
BOEING CO
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #255) |
0.0 | -175 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BKH
BLACK HILLS COR...
|
Utilities | 0.00% | 0.01% |
Sold All 😨
(Was: #256) |
0.0 | -613 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COP
CONOCOPHILLIPS ...
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #257) |
0.0 | -398 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MVF
BLACKROCK MUNIV...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #258) |
0.0 | -5,416 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRS
CARPENTER TECHN...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #259) |
0.0 | -149 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #260) |
0.0 | -111 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MQY
BLACKROCK MUNIY...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #261) |
0.0 | -2,941 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #262) |
0.0 | -168 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #263) |
0.0 | -220 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SBUX
STARBUCKS CORP ...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #264) |
0.0 | -399 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BOTZ
GLOBAL X FDS RB...
|
Bond/Debt | 0.00% | 0.01% |
Sold All 😨
(Was: #265) |
0.0 | -928 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IRT
INDEPENDENCE RE...
|
Real Estate | 0.00% | 0.01% |
Sold All 😨
(Was: #266) |
0.0 | -1,995 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDX
FEDEX CORP COM ...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #267) |
0.0 | -140 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ROK
ROCKWELL AUTOMA...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #268) |
0.0 | -94 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDL
FIRST TR MORNIN...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #269) |
0.0 | -750 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBIN
FORTUNE BRANDS ...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #270) |
0.0 | -603 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFD
FLAHERTY &CRUMR...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #271) |
0.0 | -2,664 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLB
SCHLUMBERGER LI...
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #272) |
0.0 | -927 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NGG
NATIONAL GRID S...
|
Utilities | 0.00% | 0.01% |
Sold All 😨
(Was: #273) |
0.0 | -430 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD REAL E...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #274) |
0.0 | -324 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPHD
INVESCO EXCH TR...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #275) |
0.0 | -591 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCHP
MICROCHIP TECHN...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #276) |
0.0 | -447 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CB
CHUBB LIMITED C...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #277) |
0.0 | -101 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WPM
WHEATON PRECIOU...
|
Basic Materials | 0.00% | 0.01% |
Sold All 😨
(Was: #278) |
0.0 | -253 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NZF
NUVEEN MUNICIPA...
|
Bond/Debt | 0.00% | 0.01% |
Sold All 😨
(Was: #279) |
0.0 | -2,232 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DRS
LEONARDO DRS IN...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #280) |
0.0 | -600 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KBE
SPDR SER TR S&P...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #281) |
0.0 | -413 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABNB
AIRBNB INC COM ...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #282) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KKR
KKR &CO INC COM
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #283) |
0.0 | -187 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLP
CONSUMER STAPLE...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #284) |
0.0 | -310 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RVT
ROYCE SMALL CAP...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #285) |
0.0 | -1,495 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HR
HEALTHCARE RLTY...
|
Real Estate | 0.00% | 0.01% |
Sold All 😨
(Was: #286) |
0.0 | -1,331 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KRMN
KARMAN HLDGS IN...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #287) |
0.0 | -328 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VMC
VULCAN MATERIAL...
|
Basic Materials | 0.00% | 0.01% |
Sold All 😨
(Was: #288) |
0.0 | -77 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYD
SPDR PORTFOLIO ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #289) |
0.0 | -536 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TM
TOYOTA MOTOR CO...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #290) |
0.0 | -120 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GUT
GABELLI UTILITY...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #291) |
0.0 | -3,722 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WLK
WESTLAKE CORPOR...
|
Basic Materials | 0.00% | 0.01% |
Sold All 😨
(Was: #292) |
0.0 | -289 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNOW
SNOWFLAKE INC ...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #293) |
0.0 | -99 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AEG
AEGON LIMITED A...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #294) |
0.0 | -2,748 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZN
ASTRAZENECA PLC...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #295) |
0.0 | -286 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #296) |
0.0 | -58 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPG
SIMON PROPERTY ...
|
Real Estate | 0.00% | 0.01% |
Sold All 😨
(Was: #297) |
0.0 | -110 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADBE
ADOBE INC COM
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #298) |
0.0 | -58 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UMH
UMH PPTYS INC C...
|
Real Estate | 0.00% | 0.01% |
Sold All 😨
(Was: #299) |
0.0 | -1,366 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SFL
SFL CORPORATION...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #300) |
0.0 | -2,650 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #301) |
0.0 | -208 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
C
CITIGROUP INC
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #302) |
0.0 | -195 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOOG
VANGUARD S&P 50...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #303) |
0.0 | -45 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STRV
EA SERIES TRUST...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #304) |
0.0 | -442 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZENA
ZENATECH INC CO...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #305) |
0.0 | -3,779 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGA
VOYA GLBL ADV &...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #306) |
0.0 | -1,800 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NRGU
BANK MONTREAL Q...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #307) |
0.0 | -867 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYG
ISHARES TR IBOX...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #308) |
0.0 | -207 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLX
CLOROX CO COM U...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #309) |
0.0 | -136 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BTC
GRAYSCALE BITCO...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #310) |
0.0 | -320 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR RUS ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #311) |
0.0 | -35 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MP
MP MATERIALS CO...
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #312) |
0.0 | -225 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBB
ISHARES TR ISHA...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #313) |
0.0 | -103 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #314) |
0.0 | -175 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.00% | 0.00% |
Sold All 😨
(Was: #315) |
0.0 | -31 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTOS
CUSTOM TRUCK ON...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #316) |
0.0 | -2,186 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARCC
ARES CAPITAL CO...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #317) |
0.0 | -680 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
REXR
REXFORD INDUSTR...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #318) |
0.0 | -335 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #319) |
0.0 | -73 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #320) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NDAQ
NASDAQ INC COM ...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #321) |
0.0 | -151 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGRO
ISHARES TRUST C...
|
Warrant | 0.00% | 0.00% |
Sold All 😨
(Was: #322) |
0.0 | -196 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWV
COREWEAVE INC C...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #323) |
0.0 | -98 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AWK
AMERICAN WATER ...
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #324) |
0.0 | -95 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDCC
INTERDIGITAL IN...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #325) |
0.0 | -38 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #326) |
0.0 | -179 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LGI
LAZARD GLOBAL T...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #327) |
0.0 | -750 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BANX
ARROWMARK FINAN...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #328) |
0.0 | -557 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QYLD
GLOBAL X FDS NA...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #329) |
0.0 | -716 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #330) |
0.0 | -157 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #331) |
0.0 | -30 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DRLL
EA SERIES TRUST...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #332) |
0.0 | -402 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNSR
GLOBAL X FDS IN...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #333) |
0.0 | -290 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSK
FS KKR CAP CORP...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #334) |
0.0 | -755 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HTGC
HERCULES CAPITA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #335) |
0.0 | -577 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #336) |
0.0 | -105 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDTX
FIDELITY DISRUP...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #337) |
0.0 | -259 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCI
SERVICE CORPORA...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #338) |
0.0 | -125 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QUAL
ISHARES TR MSCI...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #339) |
0.0 | -51 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARKG
ARK ETF TR GENO...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #340) |
0.0 | -351 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NXST
NEXSTAR MEDIA G...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #341) |
0.0 | -48 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSG
ISHARES CORE S&...
|
Warrant | 0.00% | 0.00% |
Sold All 😨
(Was: #342) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPHY
SPDR SER TR POR...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #343) |
0.0 | -336 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USA
LIBERTY ALL-STA...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #344) |
0.0 | -1,250 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MBC
MASTERBRAND INC...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #345) |
0.0 | -600 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZS
ZSCALER INC COM
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #346) |
0.0 | -26 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RF
REGIONS FINANCI...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #347) |
0.0 | -282 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPXL
DIREXION DLY S&...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #348) |
0.0 | -34 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FESM
FIDELITY ENHANC...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #349) |
0.0 | -190 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FISV
FISERV INC COM ...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #350) |
0.0 | -53 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HDV
ISHARES CORE HI...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #351) |
0.0 | -55 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MIRM
MIRUM PHARMACEU...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #352) |
0.0 | -87 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRCL
CIRCLE INTERNET...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #353) |
0.0 | -42 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CBT
CABOT CORP
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #354) |
0.0 | -71 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MLPA
GLOBAL X FDS GL...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #355) |
0.0 | -104 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WSO
WATSCO INC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #356) |
0.0 | -13 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #357) |
0.0 | -14 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETH
GRAYSCALE ETHER...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #358) |
0.0 | -124 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TW
TRADEWEB MKTS I...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #359) |
0.0 | -41 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RDDT
REDDIT INC CL A
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #360) |
0.0 | -18 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #361) |
0.0 | -6 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB US DIVID...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #362) |
0.0 | -238 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FREL
FIDELITY MSCI R...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #363) |
0.0 | -113 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKTA
OKTA INC CL A
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #364) |
0.0 | -34 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UAL
UNITED AIRLS HL...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #365) |
0.0 | -30 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DEEP
ETF SER SOLUTIO...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #366) |
0.0 | -78 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #367) |
0.0 | -30 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PATH
UIPATH INC CL A
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #368) |
0.0 | -192 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #369) |
0.0 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RUM
RUMBLE INC COM ...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #370) |
0.0 | -228 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PRIM
PRIMORIS SVCS C...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #371) |
0.0 | -12 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACM
AECOM
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #372) |
0.0 | -12 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
B
BARRICK MINING ...
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #373) |
0.0 | -37 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
REPL
REPLIMUNE GROUP...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #374) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SIRI
SIRIUSXM HOLDIN...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #375) |
0.0 | -21 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NKE
NIKE INC CLASS ...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #376) |
0.0 | -2 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 377 holdings