Mga Batayang Estadistika
Nilai Portofolio $ 192,947,067
Posisi Saat Ini 194
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Tower View Investment Management & Research LLC telah mengungkapkan total kepemilikan 194 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 192,947,067 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Tower View Investment Management & Research LLC adalah Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) (US:TSM) , Microsoft Corporation (US:MSFT) , NVIDIA Corporation (US:NVDA) , Eli Lilly and Company (US:LLY) , and SPDR Series Trust - SPDR Portfolio S&P 500 ETF (US:SPLG) . Posisi baru Tower View Investment Management & Research LLC meliputi: Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) , RLI Corp. (DE:RL1) , Texas Instruments Incorporated (US:TXN) , BlackRock, Inc. (US:BLK) , and Freeport-McMoRan Inc. (US:FCX) .

Tower View Investment Management & Research LLC - Nilai Portofolio
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
0.01 2.68 1.3868 1.3868
0.03 2.51 1.3022 1.3022
0.05 8.30 4.3029 0.9846
0.00 3.79 1.9666 0.9113
0.04 6.40 3.3188 0.8973
0.02 9.10 4.7186 0.8246
0.04 9.76 5.0580 0.8206
0.02 5.34 2.7662 0.6894
0.02 6.01 3.1143 0.6703
0.02 3.37 1.7443 0.4654
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
0.00 0.06 0.0326 -2.6065
0.00 0.72 0.3709 -1.8095
0.03 6.71 3.4797 -0.8719
0.01 7.87 4.0799 -0.7562
0.01 1.23 0.6353 -0.6805
0.13 2.09 1.0856 -0.3959
0.01 3.45 1.7855 -0.3179
0.01 3.55 1.8387 -0.2938
0.02 6.90 3.5786 -0.2879
0.01 6.67 3.4558 -0.2863
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-21 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
(%)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.04 -1.71 9.76 34.11 5.0580 0.8206
MSFT / Microsoft Corporation 0.02 2.74 9.10 36.14 4.7186 0.8246
NVDA / NVIDIA Corporation 0.05 -0.06 8.30 45.70 4.3029 0.9846
LLY / Eli Lilly and Company 0.01 0.42 7.87 -5.21 4.0799 -0.7562
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.11 6.83 7.73 18.09 4.0065 0.1948
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.02 -12.05 6.90 3.98 3.5786 -0.2879
V / Visa Inc. 0.02 4.59 6.78 5.95 3.5161 -0.2122
MMC / Marsh & McLennan Companies, Inc. 0.03 0.27 6.71 -10.16 3.4797 -0.8719
COST / Costco Wholesale Corporation 0.01 -0.87 6.67 3.75 3.4558 -0.2863
AMZN / Amazon.com, Inc. 0.03 5.34 6.60 21.46 3.4206 0.2570
PM / Philip Morris International Inc. 0.04 34.19 6.40 53.99 3.3188 0.8973
PWR / Quanta Services, Inc. 0.02 -3.75 6.01 43.15 3.1143 0.6703
HD / The Home Depot, Inc. 0.02 4.32 5.94 4.38 3.0776 -0.2355
NVMI / Nova Ltd. 0.02 0.23 5.34 49.66 2.7662 0.6894
SPY / SPDR S&P 500 ETF 0.01 -1.02 5.03 9.32 2.6077 -0.0720
GOOG / Alphabet Inc. 0.03 6.87 4.90 21.33 2.5415 0.1883
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.01 3.47 4.86 25.15 2.5174 0.2572
GRMN / Garmin Ltd. 0.02 13.01 4.55 8.64 2.3585 -0.0806
CARR / Carrier Global Corporation 0.06 0.22 4.37 15.70 2.2657 0.0655
DRS / Leonardo DRS, Inc. 0.09 -7.01 4.34 31.46 2.2506 0.3272
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.02 0.07 4.00 5.60 2.0733 -0.1328
PH / Parker-Hannifin Corporation 0.01 2.05 3.90 17.25 2.0227 0.0846
SPOT / Spotify Technology S.A. 0.00 50.08 3.79 109.38 1.9666 0.9113
BMI / Badger Meter, Inc. 0.01 0.50 3.61 29.38 1.8720 0.2466
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.01 -11.93 3.55 -3.14 1.8387 -0.2938
GOOGL / Alphabet Inc. 0.02 -0.13 3.49 13.81 1.8109 0.0234
MCD / McDonald's Corporation 0.01 1.95 3.45 -4.62 1.7855 -0.3179
ARM / Arm Holdings plc - Depositary Receipt (Common Stock) 0.02 1.17 3.37 53.23 1.7443 0.4654
ISRG / Intuitive Surgical, Inc. 0.01 -0.07 3.06 9.65 1.5839 -0.0391
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.01 2.68 1.3868 1.3868
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock) 0.03 2.51 1.3022 1.3022
VRTX / Vertex Pharmaceuticals Incorporated 0.01 1.23 2.31 -7.08 1.1982 -0.2499
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -8.52 2.26 11.86 1.1734 -0.0050
ADI / Analog Devices, Inc. 0.01 -2.24 2.18 15.37 1.1321 0.0297
CLBT / Cellebrite DI Ltd. 0.13 -0.03 2.09 -17.69 1.0856 -0.3959
UNP / Union Pacific Corporation 0.01 -5.30 1.77 -7.78 0.9162 -0.1999
PEP / PepsiCo, Inc. 0.01 -38.40 1.23 -45.77 0.6353 -0.6805
DECK / Deckers Outdoor Corporation 0.01 1.06 1.15 -6.81 0.5955 -0.1226
PG / The Procter & Gamble Company 0.01 -3.74 1.00 -10.04 0.5208 -0.1294
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 -82.01 0.72 -80.90 0.3709 -1.8095
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -3.61 0.64 6.52 0.3306 -0.0179
MKC / McCormick & Company, Incorporated 0.01 0.12 0.58 -7.83 0.2993 -0.0653
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 -2.44 0.54 0.75 0.2793 -0.0319
BRX / Brixmor Property Group Inc. 0.02 44.61 0.47 41.77 0.2411 0.0501
MGEE / MGE Energy, Inc. 0.01 1.80 0.46 -2.98 0.2364 -0.0378
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF 0.00 -0.81 0.40 -0.74 0.2090 -0.0275
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.00 0.40 8.13 0.2071 -0.0079
MA / Mastercard Incorporated 0.00 0.87 0.39 3.45 0.2024 -0.0175
HON / Honeywell International Inc. 0.00 0.34 0.1757 0.1757
RL1 / RLI Corp. 0.00 0.30 0.1546 0.1546
NEE / NextEra Energy, Inc. 0.00 1,313.53 0.30 1,314.29 0.1541 0.1416
AMT / American Tower Corporation 0.00 0.29 0.1497 0.1497
XOM / Exxon Mobil Corporation 0.00 152.77 0.29 129.84 0.1477 0.0753
TXN / Texas Instruments Incorporated 0.00 0.27 0.1420 0.1420
ADP / Automatic Data Processing, Inc. 0.00 0.26 0.1355 0.1355
JNJ / Johnson & Johnson 0.00 625.33 0.25 583.78 0.1315 0.1094
DHR / Danaher Corporation 0.00 428.19 0.24 413.04 0.1227 0.0957
KKR / KKR & Co. Inc. 0.00 0.12 0.22 15.34 0.1131 0.0028
SCHW / The Charles Schwab Corporation 0.00 0.21 0.1098 0.1098
SYK / Stryker Corporation 0.00 0.19 0.21 6.57 0.1094 -0.0060
BLK / BlackRock, Inc. 0.00 0.21 0.1088 0.1088
ORCL / Oracle Corporation 0.00 0.20 0.1015 0.1015
ABBV / AbbVie Inc. 0.00 0.89 0.19 -10.90 0.0979 -0.0251
ITW / Illinois Tool Works Inc. 0.00 246.82 0.19 248.15 0.0977 0.0659
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.00 0.63 0.18 0.55 0.0956 -0.0110
DIS / The Walt Disney Company 0.00 0.00 0.18 25.35 0.0927 0.0098
IRM / Iron Mountain Incorporated 0.00 0.97 0.17 20.42 0.0888 0.0059
CVX / Chevron Corporation 0.00 1,559.72 0.17 1,325.00 0.0887 0.0817
COP / ConocoPhillips 0.00 298.11 0.17 246.94 0.0882 0.0590
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.00 0.16 10.34 0.0832 -0.0013
FCX / Freeport-McMoRan Inc. 0.00 0.14 0.0737 0.0737
CME / CME Group Inc. 0.00 0.14 0.0706 0.0706
WMT / Walmart Inc. 0.00 0.51 0.14 12.50 0.0702 -0.0002
BMY / Bristol-Myers Squibb Company 0.00 -0.80 0.13 -24.55 0.0653 -0.0322
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 0.96 0.12 1.77 0.0599 -0.0064
CG / The Carlyle Group Inc. 0.00 0.77 0.11 18.75 0.0594 0.0032
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.00 -3.48 0.11 -2.56 0.0594 -0.0093
GWW / W.W. Grainger, Inc. 0.00 0.11 0.0571 0.0571
REGN / Regeneron Pharmaceuticals, Inc. 0.00 0.11 0.0566 0.0566
MRK / Merck & Co., Inc. 0.00 0.98 0.11 -10.92 0.0552 -0.0144
CAT / Caterpillar Inc. 0.00 0.10 0.0533 0.0533
NKE / NIKE, Inc. 0.00 806.08 0.10 955.56 0.0494 0.0439
HUM / Humana Inc. 0.00 0.09 0.0454 0.0454
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 -3.63 0.08 6.41 0.0434 -0.0025
BX / Blackstone Inc. 0.00 0.54 0.08 7.79 0.0431 -0.0018
JPM / JPMorgan Chase & Co. 0.00 0.72 0.08 17.65 0.0419 0.0023
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF 0.00 0.52 0.08 4.05 0.0401 -0.0034
WTRG / Essential Utilities, Inc. 0.00 0.85 0.08 -5.06 0.0390 -0.0072
WM / Waste Management, Inc. 0.00 0.31 0.07 0.00 0.0379 -0.0050
TMO / Thermo Fisher Scientific Inc. 0.00 0.57 0.07 -18.60 0.0367 -0.0139
TSLA / Tesla, Inc. 0.00 0.00 0.07 21.05 0.0362 0.0030
PSX / Phillips 66 0.00 1.09 0.07 -1.49 0.0343 -0.0052
FAST / Fastenal Company 0.00 100.91 0.06 8.47 0.0336 -0.0011
GS / The Goldman Sachs Group, Inc. 0.00 -98.93 0.06 -98.63 0.0326 -2.6065
MO / Altria Group, Inc. 0.00 1.80 0.06 0.00 0.0309 -0.0040
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF 0.00 0.42 0.06 3.64 0.0300 -0.0022
PEG / Public Service Enterprise Group Incorporated 0.00 0.75 0.06 1.82 0.0294 -0.0026
ACN / Accenture plc 0.00 0.06 0.0290 0.0290
MDLZ / Mondelez International, Inc. 0.00 0.68 0.05 0.00 0.0258 -0.0032
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.00 0.73 0.04 -2.22 0.0233 -0.0029
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 0.04 10.53 0.0221 -0.0003
CSCO / Cisco Systems, Inc. 0.00 0.74 0.04 15.15 0.0197 0.0002
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -20.51 0.04 -16.28 0.0190 -0.0062
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 0.71 0.04 20.69 0.0185 0.0016
XEL / Xcel Energy Inc. 0.00 0.77 0.04 -2.78 0.0185 -0.0029
ETR / Entergy Corporation 0.00 0.00 0.03 -2.86 0.0178 -0.0028
T / AT&T Inc. 0.00 1.02 0.03 3.33 0.0164 -0.0014
NFLX / Netflix, Inc. 0.00 0.00 0.03 45.00 0.0153 0.0033
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -23.47 0.03 -24.32 0.0149 -0.0069
PFE / Pfizer Inc. 0.00 1.72 0.03 -3.45 0.0148 -0.0023
CMG / Chipotle Mexican Grill, Inc. 0.00 0.00 0.03 12.00 0.0146 -0.0001
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -19.91 0.03 -18.75 0.0137 -0.0054
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 0.03 19.05 0.0130 0.0006
CWT / California Water Service Group 0.00 0.57 0.02 -8.00 0.0124 -0.0024
AVGO / Broadcom Inc. 0.00 1.25 0.02 69.23 0.0115 0.0037
UTHR / United Therapeutics Corporation 0.00 0.00 0.02 -8.70 0.0112 -0.0023
CALX / Calix, Inc. 0.00 0.00 0.02 50.00 0.0110 0.0028
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.00 -58.85 0.02 -58.82 0.0110 -0.0190
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 0.00 0.02 10.53 0.0110 -0.0002
EWL / iShares, Inc. - iShares MSCI Switzerland ETF 0.00 1.86 0.02 10.53 0.0109 -0.0005
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 0.00 0.02 -5.26 0.0096 -0.0019
SO / The Southern Company 0.00 1.06 0.02 0.00 0.0091 -0.0011
DRTS / Alpha Tau Medical Ltd. 0.01 0.00 0.02 30.77 0.0090 0.0009
CRM / Salesforce, Inc. 0.00 0.00 0.02 0.00 0.0085 -0.0009
F / Ford Motor Company 0.00 1.52 0.02 7.14 0.0083 -0.0002
SSD / Simpson Manufacturing Co., Inc. 0.00 0.98 0.02 -6.25 0.0083 -0.0011
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.00 1.83 0.02 15.38 0.0082 0.0001
EWU / iShares Trust - iShares MSCI United Kingdom ETF 0.00 2.13 0.02 7.14 0.0079 -0.0003
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 1.69 0.02 15.38 0.0078 0.0000
HUBS / HubSpot, Inc. 0.00 0.00 0.02 0.00 0.0078 -0.0012
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.00 1.11 0.01 -6.67 0.0075 -0.0013
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -8.99 0.01 -6.67 0.0074 -0.0015
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.00 0.00 0.01 7.69 0.0073 -0.0006
VRSK / Verisk Analytics, Inc. 0.00 0.00 0.01 0.00 0.0071 -0.0005
CMCSA / Comcast Corporation 0.00 0.82 0.01 0.00 0.0068 -0.0010
MELI / MercadoLibre, Inc. 0.00 0.00 0.01 44.44 0.0068 0.0011
EWS / iShares, Inc. - iShares MSCI Singapore ETF 0.00 1.78 0.01 10.00 0.0062 -0.0001
ZBH / Zimmer Biomet Holdings, Inc. 0.00 0.00 0.01 -21.43 0.0062 -0.0024
BKNG / Booking Holdings Inc. 0.00 0.00 0.01 22.22 0.0061 0.0007
GIS / General Mills, Inc. 0.00 -26.17 0.01 -35.29 0.0059 -0.0045
CEG / Constellation Energy Corporation 0.00 -12.50 0.01 37.50 0.0059 0.0012
KDP / Keurig Dr Pepper Inc. 0.00 0.64 0.01 0.00 0.0054 -0.0008
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF 0.00 -55.22 0.01 -55.00 0.0051 -0.0071
FLAU / Franklin Templeton ETF Trust - Franklin FTSE Australia ETF 0.00 -41.12 0.01 -35.71 0.0049 -0.0034
APH / Amphenol Corporation 0.00 0.00 0.01 50.00 0.0047 0.0012
NOW / ServiceNow, Inc. 0.00 0.00 0.01 33.33 0.0043 0.0006
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.00 -2.55 0.01 0.00 0.0041 -0.0004
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 0.00 0.01 0.00 0.0041 -0.0003
CI / The Cigna Group 0.00 0.00 0.01 0.00 0.0040 -0.0005
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00 0.00 0.01 16.67 0.0039 -0.0001
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 1.20 0.01 0.00 0.0039 -0.0005
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 129.55 0.01 250.00 0.0038 0.0021
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.00 0.32 0.01 16.67 0.0038 -0.0000
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 1.49 0.01 16.67 0.0038 0.0000
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.00 0.87 0.01 16.67 0.0037 -0.0003
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.00 0.00 0.01 16.67 0.0036 -0.0001
AFRM / Affirm Holdings, Inc. 0.00 0.00 0.01 50.00 0.0036 0.0010
CHD / Church & Dwight Co., Inc. 0.00 -22.22 0.01 -33.33 0.0035 -0.0023
ORLY / O'Reilly Automotive, Inc. 0.00 1,400.00 0.01 -14.29 0.0035 -0.0007
KLAC / KLA Corporation 0.00 0.00 0.01 50.00 0.0033 0.0005
EXC / Exelon Corporation 0.00 0.73 0.01 -16.67 0.0031 -0.0006
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0.00 0.00 0.01 25.00 0.0031 0.0003
WMB / The Williams Companies, Inc. 0.00 0.00 0.01 0.00 0.0031 -0.0002
OTIS / Otis Worldwide Corporation 0.00 0.00 0.01 -16.67 0.0030 -0.0005
SHOP / Shopify Inc. 0.00 0.00 0.01 25.00 0.0030 0.0002
PSTG / Pure Storage, Inc. 0.00 0.00 0.01 25.00 0.0030 0.0004
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 0.00 0.01 0.0028 0.0028
LOW / Lowe's Companies, Inc. 0.00 0.00 0.01 0.00 0.0028 -0.0005
ANSS / ANSYS, Inc. 0.00 0.00 0.01 25.00 0.0027 -0.0000
AMGN / Amgen Inc. 0.00 0.00 0.01 0.00 0.0027 -0.0006
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 -82.80 0.00 -84.00 0.0026 -0.0122
PAYX / Paychex, Inc. 0.00 3.12 0.00 -20.00 0.0025 -0.0005
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.00 2.44 0.00 0.00 0.0024 -0.0000
CPRT / Copart, Inc. 0.00 0.00 0.00 0.00 0.0022 -0.0007
CAH / Cardinal Health, Inc. 0.00 0.00 0.00 33.33 0.0022 0.0002
TYL / Tyler Technologies, Inc. 0.00 0.00 0.00 0.00 0.0022 -0.0002
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.00 69.52 0.00 50.00 0.0020 0.0008
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF 0.00 -25.76 0.00 -40.00 0.0020 -0.0010
BIIB / Biogen Inc. 0.00 0.00 0.00 0.00 0.0019 -0.0004
ETSY / Etsy, Inc. 0.00 0.00 0.00 0.00 0.0017 -0.0001
MDB / MongoDB, Inc. 0.00 0.00 0.00 50.00 0.0016 0.0001
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.00 0.00 0.00 0.0015 -0.0001
U / Unity Software Inc. 0.00 0.00 0.00 0.00 0.0014 0.0001
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 0.00 0.00 0.00 0.0013 0.0001
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.00 0.00 0.0013 0.0001
VIS / Vanguard World Fund - Vanguard Industrials ETF 0.00 0.00 0.00 100.00 0.0012 0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 0.00 0.0010 0.0010
GEV / GE Vernova Inc. 0.00 0.00 0.00 0.0008 0.0003
XYZ / Block, Inc. 0.00 0.00 0.00 0.0002 0.0000
LCID / Lucid Group, Inc. 0.00 0.00 0.00 0.0001 -0.0000
CRON / Cronos Group Inc. 0.00 0.00 0.00 0.0001 -0.0000
WBD / Warner Bros. Discovery, Inc. 0.00 0.00 0.00 0.0000 -0.0000
CGC / Canopy Growth Corporation 0.00 0.00 0.00 0.0000 0.0000
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 -100.00 0.00 -100.00 0.0000 -0.0025
NYMT / New York Mortgage Trust, Inc. 0.00 -100.00 0.00 0.0000
FELE / Franklin Electric Co., Inc. 0.00 -100.00 0.00 0.0000
AER / AerCap Holdings N.V. 0.00 -100.00 0.00 0.0000
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.00 -100.00 0.00 0.0000
UBER / Uber Technologies, Inc. 0.00 -100.00 0.00 0.0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -100.00 0.00 0.0000
GLOB / Globant S.A. 0.00 -100.00 0.00 0.0000
FLSW / Franklin Templeton ETF Trust - Franklin FTSE Switzerland ETF 0.00 -100.00 0.00 0.0000
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.00 -100.00 0.00 0.0000