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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| EH | EHANG HOLDINGS | 4,398,242 | +4,447 | +0.10% | $12.27 | 69.77% | 0.00% | 76,353,481 | 2025-06-30 | ||||||
| HPF | JOHN HANCOCK PREFERRED INCOME FUND II | 322,058 | -11,260 | -3.38% | $16.65 | 4.65% | 0.00% | 5,091,737 | 2025-06-30 | ||||||
| CLF | CLEVELAND-CLIFFS | 240,571 | +18,479 | +8.32% | $11.40 | 1.67% | 0.05% | 1,828,340 | 2025-06-30 | ||||||
| BTAL | AGF US MARKET NEUTRAL ANTI-BETA FUND | 95,623 | +54,095 | +130.26% | $19.44 | 1.55% | 0.00% | 1,692,527 | 2025-06-30 | ||||||
| ARCM | ARROW RESERVE CAPITAL MANAGEMENT ETF | 14,531 | +14,531 | Open | $100.48 | 1.33% | 0.00% | 1,456,006 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 2,424 | +63 | +2.67% | $271.36 | 1.10% | 0.00% | 1,205,722 | 2025-06-30 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 3,639 | +1,591 | +77.69% | $221.81 | 0.84% | 0.00% | 921,504 | 2025-06-30 | ||||||
| PG | PROCTER & GAMBLE | 5,554 | -25 | -0.45% | $142.53 | 0.81% | 0.00% | 884,863 | 2025-06-30 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 4,075 | 0 | 0.00% | $94.89 | 0.68% | 0.00% | 742,180 | 2025-06-30 | ||||||
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | 27,191 | +14,569 | +115.43% | $28.47 | 0.66% | 0.00% | 727,087 | 2025-06-30 | ||||||
| USB | US BANCORP | 15,423 | 0 | 0.00% | $45.70 | 0.64% | 0.00% | 697,891 | 2025-06-30 | ||||||
| COST | COSTCO WHOLESALE | 697 | +697 | Open | $985.80 | 0.63% | 0.00% | 689,988 | 2025-06-30 | ||||||
| TSLA | TESLA | 2,094 | +278 | +15.31% | $271.18 | 0.61% | 0.00% | 665,180 | 2025-06-30 | ||||||
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3,614 | +3,614 | Open | $170.20 | 0.60% | 0.00% | 660,711 | 2025-06-30 | ||||||
| IVW | ISHARES S&P 500 GROWTH ETF | 5,786 | +5,786 | Open | $98.31 | 0.58% | 0.00% | 637,039 | 2025-06-30 | ||||||
| JPM | JPMORGAN CHASE | 1,809 | -63 | -3.37% | $128.17 | 0.48% | 0.00% | 524,447 | 2025-06-30 | ||||||
| DYNF | BLACKROCK US EQUITY FACTOR ROTATION ETF | 9,069 | +9,069 | Open | $49.79 | 0.45% | 0.00% | 493,898 | 2025-06-30 | ||||||
| AMD | ADVANCED MICRO DEVICES | 3,161 | +285 | +9.91% | $111.51 | 0.41% | 0.00% | 448,546 | 2025-06-30 | ||||||
| GTO | GUGGENHEIM TOTAL RETURN BOND ETF | 8,709 | +8,709 | Open | $46.37 | 0.37% | 0.02% | 408,365 | 2025-06-30 | ||||||
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 3,668 | +3,668 | Open | $97.25 | 0.36% | 0.00% | 398,088 | 2025-06-30 | ||||||
| OEF | ISHARES S&P 100 ETF | 1,303 | +1,303 | Open | $276.79 | 0.36% | 0.00% | 396,568 | 2025-06-30 | ||||||
| CLS | CELESTICA | 2,512 | +2,512 | Open | $100.44 | 0.36% | 0.00% | 392,148 | 2025-06-30 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 2,097 | +179 | +9.33% | $176.97 | 0.35% | 0.00% | 381,109 | 2025-06-30 | ||||||
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 6,238 | +1,861 | +42.52% | $49.59 | 0.30% | 0.00% | 326,684 | 2025-06-30 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 1,648 | -56 | -3.29% | $193.44 | 0.29% | 0.00% | 322,052 | 2025-06-30 | ||||||
| CAT | CATERPILLAR | 800 | -16 | -1.96% | $274.72 | 0.28% | 0.00% | 310,568 | 2025-06-30 | ||||||
| META | META | 415 | 0 | 0.00% | $493.46 | 0.28% | 0.00% | 306,307 | 2025-06-30 | ||||||
| MDLZ | MONDELEZ INTERNATIONAL | 4,507 | 0 | 0.00% | $62.43 | 0.28% | 0.00% | 303,952 | 2025-06-30 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 4,868 | +580 | +13.53% | $61.34 | 0.28% | 0.00% | 301,913 | 2025-06-30 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 1,701 | +39 | +2.35% | $175.02 | 0.27% | 0.00% | 300,635 | 2025-06-30 | ||||||
| EFV | ISHARES MSCI EAFE VALUE ETF | 4,680 | +4,680 | Open | $61.64 | 0.27% | 0.00% | 297,086 | 2025-06-30 | ||||||
| NVDA | NVIDIA | 1,848 | -30 | -1.60% | $109.67 | 0.27% | 0.00% | 291,966 | 2025-06-30 | ||||||
| GS | GOLDMAN SACHS GROUP | 409 | -9 | -2.15% | $599.27 | 0.26% | 0.00% | 289,470 | 2025-06-30 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 592 | +41 | +7.44% | $489.98 | 0.26% | 0.00% | 287,576 | 2025-06-30 | ||||||
| NIO | NIO | 83,349 | +26,383 | +46.31% | $10.08 | 0.26% | 0.00% | 285,887 | 2025-06-30 | ||||||
| SOFI | SOFI TECHNOLOGIES | 15,650 | +1,000 | +6.83% | $7.92 | 0.26% | 0.00% | 284,987 | 2025-06-30 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 2,867 | +2,867 | Open | $98.05 | 0.26% | 0.00% | 284,406 | 2025-06-30 | ||||||
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 6,766 | -95 | -1.38% | $0.00 | 0.26% | 0.00% | 280,112 | 2025-06-30 | ||||||
| AMZN | AMAZON | 1,265 | +154 | +13.86% | $154.51 | 0.25% | 0.00% | 277,528 | 2025-06-30 | ||||||
| GOVI | INVESCO 1-30 LADDERED TREASURY ETF | 10,007 | +10,007 | Open | $27.27 | 0.25% | 0.03% | 274,892 | 2025-06-30 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 990 | -134 | -11.92% | $283.02 | 0.25% | 0.00% | 274,171 | 2025-06-30 | ||||||
| CRDO | CREDO TECHNOLOGY GROUP HOLDING | 2,807 | -2,275 | -44.77% | $60.14 | 0.24% | 0.00% | 259,900 | 2025-06-30 | ||||||
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4,540 | -291 | -6.02% | $49.94 | 0.24% | 0.00% | 258,825 | 2025-06-30 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 1,308 | -250 | -16.05% | $205.30 | 0.23% | 0.00% | 255,073 | 2025-06-30 | ||||||
| ENVX | ENOVIX | 28,059 | +9,078 | +47.83% | $9.60 | 0.23% | 0.01% | 253,868 | 2025-06-30 | ||||||
| SPY | SPDR S&P 500 ETF | 393 | +393 | Open | $563.48 | 0.22% | 0.00% | 242,815 | 2025-06-30 | ||||||
| XOM | EXXON MOBIL | 2,200 | -33 | -1.48% | $110.49 | 0.22% | 0.00% | 237,160 | 2025-06-30 | ||||||
| ADME | APTUS DRAWDOWN MANAGED EQUITY ETF | 4,884 | -82 | -1.65% | $0.00 | 0.22% | 0.00% | 235,409 | 2025-06-30 | ||||||
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 978 | +978 | Open | $218.30 | 0.21% | 0.00% | 235,033 | 2025-06-30 | ||||||
| MO | ALTRIA | 3,996 | -140 | -3.38% | $49.04 | 0.21% | 0.00% | 234,285 | 2025-06-30 | ||||||