Mga Batayang Estadistika
Nilai Portofolio $ 117,907,754
Posisi Saat Ini 246
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Family Legacy Financial Solutions, LLC telah mengungkapkan total kepemilikan 246 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 117,907,754 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Family Legacy Financial Solutions, LLC adalah WisdomTree Trust - WisdomTree Floating Rate Treasury Fund (US:USFR) , Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (US:SCHX) , Advanced Micro Devices, Inc. (US:AMD) , Eli Lilly and Company (US:LLY) , and Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (US:UDEC) . Posisi baru Family Legacy Financial Solutions, LLC meliputi: WisdomTree Trust - WisdomTree Floating Rate Treasury Fund (US:USFR) , Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (US:SCHX) , Advanced Micro Devices, Inc. (US:AMD) , Eli Lilly and Company (US:LLY) , and Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (US:UDEC) .

Family Legacy Financial Solutions, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.38 18.99 16.1017 16.1017
0.42 10.25 8.6922 8.6922
0.06 8.50 7.2092 7.2092
0.01 6.70 5.6812 5.6812
0.18 6.62 5.6173 5.6173
0.19 5.38 4.5665 4.5665
0.05 5.35 4.5380 4.5380
0.03 5.22 4.4247 4.4247
0.19 4.81 4.0827 4.0827
0.04 4.38 3.7125 3.7125
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-10 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund 0.38 18.99 16.1017 16.1017
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.42 10.25 8.6922 8.6922
AMD / Advanced Micro Devices, Inc. 0.06 8.50 7.2092 7.2092
LLY / Eli Lilly and Company 0.01 6.70 5.6812 5.6812
UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December 0.18 6.62 5.6173 5.6173
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.19 5.38 4.5665 4.5665
RVTY / Revvity, Inc. 0.05 5.35 4.5380 4.5380
DHR / Danaher Corporation 0.03 5.22 4.4247 4.4247
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.19 4.81 4.0827 4.0827
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.04 4.38 3.7125 3.7125
SYK / Stryker Corporation 0.01 4.28 3.6335 3.6335
PANW / Palo Alto Networks, Inc. 0.01 2.10 1.7835 1.7835
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.01 1.98 1.6772 1.6772
SAP / SAP SE - Depositary Receipt (Common Stock) 0.01 1.77 1.5026 1.5026
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.08 1.72 1.4592 1.4592
MRVL / Marvell Technology, Inc. 0.02 1.62 1.3721 1.3721
WM / Waste Management, Inc. 0.01 1.55 1.3180 1.3180
DOCS / Doximity, Inc. 0.02 1.46 1.2378 1.2378
CARR / Carrier Global Corporation 0.02 1.30 1.1065 1.1065
SPY / SPDR S&P 500 ETF 0.00 1.26 1.0670 1.0670
MSFT / Microsoft Corporation 0.00 1.23 1.0469 1.0469
TIP / iShares Trust - iShares TIPS Bond ETF 0.01 1.19 1.0095 1.0095
VLTO / Veralto Corporation 0.01 1.14 0.9695 0.9695
COST / Costco Wholesale Corporation 0.00 1.13 0.9588 0.9588
LIN / Linde plc 0.00 0.99 0.8369 0.8369
SWKS / Skyworks Solutions, Inc. 0.01 0.90 0.7667 0.7667
ADI / Analog Devices, Inc. 0.00 0.83 0.7019 0.7019
CMI / Cummins Inc. 0.00 0.72 0.6083 0.6083
AAPL / Apple Inc. 0.00 0.70 0.5937 0.5937
DOV / Dover Corporation 0.00 0.61 0.5184 0.5184
FTV / Fortive Corporation 0.01 0.61 0.5156 0.5156
F / Ford Motor Company 0.05 0.53 0.4536 0.4536
LMT / Lockheed Martin Corporation 0.00 0.49 0.4121 0.4121
TSLA / Tesla, Inc. 0.00 0.48 0.4106 0.4106
JNJ / Johnson & Johnson 0.00 0.42 0.3584 0.3584
D / Dominion Energy, Inc. 0.01 0.42 0.3550 0.3550
ED / Consolidated Edison, Inc. 0.00 0.41 0.3496 0.3496
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.00 0.38 0.3221 0.3221
CRM / Salesforce, Inc. 0.00 0.35 0.2943 0.2943
ABT / Abbott Laboratories 0.00 0.33 0.2807 0.2807
BRK.B / Berkshire Hathaway Inc. 0.00 0.32 0.2718 0.2718
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.32 0.2708 0.2708
AMZN / Amazon.com, Inc. 0.00 0.32 0.2678 0.2678
FB2A / Meta Platforms, Inc. 0.00 0.30 0.2557 0.2557
DUK / Duke Energy Corporation 0.00 0.30 0.2546 0.2546
ABBV / AbbVie Inc. 0.00 0.29 0.2464 0.2464
PEP / PepsiCo, Inc. 0.00 0.26 0.2164 0.2164
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.01 0.25 0.2086 0.2086
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 0.23 0.1920 0.1920
UHS / Universal Health Services, Inc. 0.00 0.22 0.1877 0.1877
HOLX / Hologic, Inc. 0.00 0.21 0.1789 0.1789
GRMN / Garmin Ltd. 0.00 0.20 0.1703 0.1703
BLDR / Builders FirstSource, Inc. 0.00 0.19 0.1587 0.1587
RAL / Ralliant Corporation 0.00 0.18 0.1509 0.1509
TECH / Bio-Techne Corporation 0.00 0.17 0.1467 0.1467
DY6 / Devon Energy Corporation 0.01 0.16 0.1371 0.1371
RACE / Ferrari N.V. 0.00 0.15 0.1232 0.1232
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 0.14 0.1229 0.1229
CMG / Chipotle Mexican Grill, Inc. 0.00 0.14 0.1189 0.1189
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 0.13 0.1123 0.1123
XMAG / Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 0.01 0.13 0.1109 0.1109
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.13 0.1094 0.1094
VRT / Vertiv Holdings Co 0.00 0.13 0.1091 0.1091
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.12 0.1050 0.1050
RDDT / Reddit, Inc. 0.00 0.12 0.1022 0.1022
NOW / ServiceNow, Inc. 0.00 0.12 0.0985 0.0985
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 0.11 0.0971 0.0971
GLD / SPDR Gold Trust 0.00 0.11 0.0946 0.0946
AI / C3.ai, Inc. 0.00 0.10 0.0875 0.0875
DXCM / DexCom, Inc. 0.00 0.10 0.0850 0.0850
ARM / Arm Holdings plc - Depositary Receipt (Common Stock) 0.00 0.10 0.0823 0.0823
FBTC / Fidelity Wise Origin Bitcoin Fund 0.00 0.09 0.0797 0.0797
BDX / Becton, Dickinson and Company 0.00 0.09 0.0784 0.0784
RDNT / RadNet, Inc. 0.00 0.09 0.0724 0.0724
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.08 0.0682 0.0682
VONTIER CORP / Stock (92870L107) 0.00 0.08 0.0000
ADBE / Adobe Inc. 0.00 0.08 0.0674 0.0674
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.00 0.08 0.0667 0.0667
LITE / Lumentum Holdings Inc. 0.00 0.08 0.0646 0.0646
NOC / Northrop Grumman Corporation 0.00 0.07 0.0636 0.0636
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund 0.00 0.07 0.0613 0.0613
BCRX / BioCryst Pharmaceuticals, Inc. 0.01 0.07 0.0610 0.0610
CRL / Charles River Laboratories International, Inc. 0.00 0.07 0.0600 0.0600
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.00 0.07 0.0577 0.0577
CVX / Chevron Corporation 0.00 0.07 0.0559 0.0559
DAL / Delta Air Lines, Inc. 0.00 0.06 0.0544 0.0544
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 0.06 0.0536 0.0536
ORCL / Oracle Corporation 0.00 0.06 0.0510 0.0510
IYZ / iShares Trust - iShares U.S. Telecommunications ETF 0.00 0.06 0.0478 0.0478
CSCO / Cisco Systems, Inc. 0.00 0.05 0.0435 0.0435
TUSI / Touchstone ETF Trust - Touchstone Ultra Short Income ETF 0.00 0.05 0.0429 0.0429
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.05 0.0394 0.0394
MTB / M&T Bank Corporation 0.00 0.05 0.0388 0.0388
KO / The Coca-Cola Company 0.00 0.05 0.0386 0.0386
VIAV / Viavi Solutions Inc. 0.00 0.04 0.0362 0.0362
COF / Capital One Financial Corporation 0.00 0.04 0.0353 0.0353
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund 0.00 0.04 0.0340 0.0340
WFC / Wells Fargo & Company 0.00 0.04 0.0340 0.0340
IOT / Samsara Inc. 0.00 0.04 0.0337 0.0337
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 0.04 0.0299 0.0299
EXEL / Exelixis, Inc. 0.00 0.03 0.0283 0.0283
MCD / McDonald's Corporation 0.00 0.03 0.0275 0.0275
CAT / Caterpillar Inc. 0.00 0.03 0.0269 0.0269
PLTR / Palantir Technologies Inc. 0.00 0.03 0.0266 0.0266
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.03 0.0239 0.0239
V / Visa Inc. 0.00 0.03 0.0236 0.0236
DRLL / EA Series Trust - Strive U.S. Energy ETF 0.00 0.03 0.0235 0.0235
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 0.00 0.03 0.0230 0.0230
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February 0.00 0.03 0.0226 0.0226
MA / Mastercard Incorporated 0.00 0.03 0.0219 0.0219
SHOP / Shopify Inc. 0.00 0.03 0.0215 0.0215
HBAN / Huntington Bancshares Incorporated 0.00 0.03 0.0215 0.0215
ICLN / iShares Trust - iShares Global Clean Energy ETF 0.00 0.03 0.0214 0.0214
PNC / The PNC Financial Services Group, Inc. 0.00 0.02 0.0207 0.0207
SBUX / Starbucks Corporation 0.00 0.02 0.0204 0.0204
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.00 0.02 0.0204 0.0204
WING / Wingstop Inc. 0.00 0.02 0.0201 0.0201
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.00 0.02 0.0195 0.0195
FDX / FedEx Corporation 0.00 0.02 0.0193 0.0193
GOOG / Alphabet Inc. 0.00 0.02 0.0180 0.0180
CRWD / CrowdStrike Holdings, Inc. 0.00 0.02 0.0173 0.0173
BAC / Bank of America Corporation 0.00 0.02 0.0173 0.0173
ETSY / Etsy, Inc. 0.00 0.02 0.0168 0.0168
ETHE / Grayscale Ethereum Trust 0.00 0.02 0.0157 0.0157
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.00 0.02 0.0153 0.0153
GOOGL / Alphabet Inc. 0.00 0.02 0.0150 0.0150
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.00 0.02 0.0148 0.0148
BHP / BHP Group Limited - Depositary Receipt (Common Stock) 0.00 0.02 0.0136 0.0136
WMT / Walmart Inc. 0.00 0.02 0.0134 0.0134
MS / Morgan Stanley 0.00 0.02 0.0134 0.0134
JPM / JPMorgan Chase & Co. 0.00 0.02 0.0133 0.0133
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.00 0.01 0.0125 0.0125
XOM / Exxon Mobil Corporation 0.00 0.01 0.0120 0.0120
HD / The Home Depot, Inc. 0.00 0.01 0.0120 0.0120
TTD / The Trade Desk, Inc. 0.00 0.01 0.0116 0.0116
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF 0.00 0.01 0.0115 0.0115
CRWV / CoreWeave, Inc. 0.00 0.01 0.0104 0.0104
PATH / UiPath Inc. 0.00 0.01 0.0103 0.0103
PSX / Phillips 66 0.00 0.01 0.0101 0.0101
COIN / Coinbase Global, Inc. 0.00 0.01 0.0101 0.0101
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.01 0.0100 0.0100
CNX / CNX Resources Corporation 0.00 0.01 0.0099 0.0099
MP / MP Materials Corp. 0.00 0.01 0.0099 0.0099
QCOM / QUALCOMM Incorporated 0.00 0.01 0.0097 0.0097
PYPL / PayPal Holdings, Inc. 0.00 0.01 0.0091 0.0091
QQQ / Invesco QQQ Trust, Series 1 0.00 0.01 0.0089 0.0089
DIS / The Walt Disney Company 0.00 0.01 0.0089 0.0089
KVUE / Kenvue Inc. 0.00 0.01 0.0081 0.0081
PKG / Packaging Corporation of America 0.00 0.01 0.0080 0.0080
GM / General Motors Company 0.00 0.01 0.0077 0.0077
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 0.00 0.01 0.0072 0.0072
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 0.01 0.0072 0.0072
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 0.00 0.01 0.0071 0.0071
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 0.01 0.0071 0.0071
PPL / PPL Corporation 0.00 0.01 0.0070 0.0070
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.01 0.0070 0.0070
K / Kellanova 0.00 0.01 0.0067 0.0067
EMR / Emerson Electric Co. 0.00 0.01 0.0064 0.0064
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 0.01 0.0064 0.0064
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.00 0.01 0.0063 0.0063
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund 0.00 0.01 0.0063 0.0063
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF 0.00 0.01 0.0062 0.0062
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF 0.00 0.01 0.0062 0.0062
CB / Chubb Limited 0.00 0.01 0.0052 0.0052
CAVA / CAVA Group, Inc. 0.00 0.01 0.0046 0.0046
MDLZ / Mondelez International, Inc. 0.00 0.01 0.0046 0.0046
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.01 0.0045 0.0045
ARGT / Global X Funds - Global X MSCI Argentina ETF 0.00 0.01 0.0043 0.0043
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 0.00 0.0042 0.0042
HLX / Helix Energy Solutions Group, Inc. 0.00 0.00 0.0041 0.0041
SE / Sea Limited - Depositary Receipt (Common Stock) 0.00 0.00 0.0041 0.0041
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 0.00 0.00 0.0041 0.0041
STN / Stantec Inc. 0.00 0.00 0.0039 0.0039
GEV / GE Vernova Inc. 0.00 0.00 0.0036 0.0036
OKTA / Okta, Inc. 0.00 0.00 0.0035 0.0035
PPG / PPG Industries, Inc. 0.00 0.00 0.0033 0.0033
NUE / Nucor Corporation 0.00 0.00 0.0032 0.0032
SOUN / SoundHound AI, Inc. 0.00 0.00 0.0032 0.0032
CALM / Cal-Maine Foods, Inc. 0.00 0.00 0.0031 0.0031
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.00 0.00 0.0031 0.0031
NSC / Norfolk Southern Corporation 0.00 0.00 0.0030 0.0030
KMI / Kinder Morgan, Inc. 0.00 0.00 0.0027 0.0027
CTVA / Corteva, Inc. 0.00 0.00 0.0027 0.0027
COLG / Colgate-Palmolive Company 0.00 0.00 0.0026 0.0026
SCHW / The Charles Schwab Corporation 0.00 0.00 0.0025 0.0025
DD / DuPont de Nemours, Inc. 0.00 0.00 0.0024 0.0024
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.00 0.0024 0.0024
USB / U.S. Bancorp 0.00 0.00 0.0024 0.0024
RIVN / Rivian Automotive, Inc. 0.00 0.00 0.0023 0.0023
LOW / Lowe's Companies, Inc. 0.00 0.00 0.0023 0.0023
KMB / Kimberly-Clark Corporation 0.00 0.00 0.0022 0.0022
CHK / Chesapeake Energy Corporation 0.00 0.00 0.0022 0.0022
HON / Honeywell International Inc. 0.00 0.00 0.0022 0.0022
SYY / Sysco Corporation 0.00 0.00 0.0022 0.0022
DE / Deere & Company 0.00 0.00 0.0022 0.0022
TEL / TE Connectivity plc 0.00 0.00 0.0021 0.0021
OXY / Occidental Petroleum Corporation 0.00 0.00 0.0021 0.0021
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF 0.00 0.00 0.0021 0.0021
U / Unity Software Inc. 0.00 0.00 0.0021 0.0021
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.00 0.00 0.0019 0.0019
RGTI / Rigetti Computing, Inc. 0.00 0.00 0.0018 0.0018
ETH / Grayscale Ethereum Mini Trust ETF 0.00 0.00 0.0017 0.0017
STZ / Constellation Brands, Inc. 0.00 0.00 0.0017 0.0017
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF 0.00 0.00 0.0017 0.0017
SGMO / Sangamo Therapeutics, Inc. 0.00 0.00 0.0017 0.0017
MRK / Merck & Co., Inc. 0.00 0.00 0.0016 0.0016
BMY / Bristol-Myers Squibb Company 0.00 0.00 0.0016 0.0016
LW / Lamb Weston Holdings, Inc. 0.00 0.00 0.0015 0.0015
SQ / Block, Inc. 0.00 0.00 0.0014 0.0014
WPC / W. P. Carey Inc. 0.00 0.00 0.0014 0.0014
DOCU / DocuSign, Inc. 0.00 0.00 0.0013 0.0013
EOG / EOG Resources, Inc. 0.00 0.00 0.0013 0.0013
DKNG / DraftKings Inc. 0.00 0.00 0.0013 0.0013
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF 0.00 0.00 0.0013 0.0013
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF 0.00 0.00 0.0012 0.0012
AFG / American Financial Group, Inc. 0.00 0.00 0.0012 0.0012
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.00 0.00 0.0012 0.0012
BE / Bloom Energy Corporation 0.00 0.00 0.0011 0.0011
PWP / Perella Weinberg Partners 0.00 0.00 0.0011 0.0011
PFE / Pfizer Inc. 0.00 0.00 0.0009 0.0009
ASC / Ardmore Shipping Corporation 0.00 0.00 0.0008 0.0008
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 0.00 0.0007 0.0007
MKTX / MarketAxess Holdings Inc. 0.00 0.00 0.0006 0.0006
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.00 0.00 0.0006 0.0006
IONQ / IonQ, Inc. 0.00 0.00 0.0005 0.0005
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF 0.00 0.00 0.0005 0.0005
KURA / Kura Oncology, Inc. 0.00 0.00 0.0005 0.0005
HUBS / HubSpot, Inc. 0.00 0.00 0.0005 0.0005
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.00 0.00 0.0004 0.0004
AEP / American Electric Power Company, Inc. 0.00 0.00 0.0004 0.0004
IBIT / iShares Bitcoin Trust ETF 0.00 0.00 0.0004 0.0004
PTEN / Patterson-UTI Energy, Inc. 0.00 0.00 0.0004 0.0004
DKS / DICK'S Sporting Goods, Inc. 0.00 0.00 0.0003 0.0003
CVS / CVS Health Corporation 0.00 0.00 0.0002 0.0002
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF 0.00 0.00 0.0002 0.0002
ENPH / Enphase Energy, Inc. 0.00 0.00 0.0002 0.0002
STK / Columbia Seligman Premium Technology Growth Fund 0.00 0.00 0.0001 0.0001
T / AT&T Inc. 0.00 0.00 0.0001 0.0001
WOLF / Wolfspeed, Inc. 0.00 0.00 0.0001 0.0001
BTC / Grayscale Bitcoin Mini Trust 0.00 0.00 0.0001 0.0001
LOVE / The Lovesac Company 0.00 0.00 0.0000 0.0000
LUMN / Lumen Technologies, Inc. 0.00 0.00 0.0000 0.0000
LCID / Lucid Group, Inc. 0.00 0.00 0.0000 0.0000
LUV / Southwest Airlines Co. 0.00 0.00 0.0000 0.0000
OXY.WS / Occidental Petroleum Corporation - Equity Warrant 0.00 0.00 0.0000 0.0000
ACB / Aurora Cannabis Inc. 0.00 0.00 0.0000 0.0000