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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 | 4,393,795 | -161,900 | -3.55% | $12.27 | 81.35% | 0.00% | 91,786,378 | 2025-03-31 | ||||||
| HPF | JOHN HANCOCK PREFERRED INCOME FUND II | 333,318 | -77,970 | -18.96% | $16.20 | 4.91% | 0.00% | 5,539,745 | 2025-03-31 | ||||||
| CLF | CLEVELAND-CLIFFS | 222,092 | +19,135 | +9.43% | $11.74 | 1.62% | 0.04% | 1,825,596 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 5,579 | -1,003 | -15.24% | $142.52 | 0.84% | 0.00% | 950,773 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 2,361 | -183 | -7.19% | $267.25 | 0.79% | 0.00% | 886,296 | 2025-03-31 | ||||||
| BTAL | AGF US MARKET NEUTRAL ANTI-BETA FUND | 41,528 | +41,528 | Open | $19.16 | 0.77% | 0.00% | 865,444 | 2025-03-31 | ||||||
| USB | US BANCORP | 15,423 | 0 | 0.00% | $45.70 | 0.58% | 0.00% | 651,159 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 4,075 | -1 | -0.02% | $94.89 | 0.57% | 0.00% | 646,825 | 2025-03-31 | ||||||
| TSLA | TESLA | 1,816 | +751 | +70.52% | $267.31 | 0.42% | 0.00% | 470,635 | 2025-03-31 | ||||||
| CTAS | CINTAS | 2,269 | +2,269 | Open | $198.42 | 0.41% | 0.00% | 466,348 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 1,872 | -76 | -3.90% | $128.53 | 0.41% | 0.00% | 459,202 | 2025-03-31 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 2,048 | +2,048 | Open | $225.13 | 0.37% | 0.00% | 422,871 | 2025-03-31 | ||||||
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | 12,622 | +12,622 | Open | $29.01 | 0.33% | 0.00% | 373,611 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 1,918 | +1,918 | Open | $177.56 | 0.29% | 0.00% | 332,255 | 2025-03-31 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 1,704 | -192 | -10.13% | $193.38 | 0.29% | 0.00% | 324,748 | 2025-03-31 | ||||||
| MDLZ | MONDELEZ INTERNATIONAL | 4,507 | 0 | 0.00% | $62.43 | 0.27% | 0.00% | 305,800 | 2025-03-31 | ||||||
| AMD | ADVANCED MICRO DEVICES | 2,876 | +2,876 | Open | $111.62 | 0.26% | 0.00% | 295,480 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 551 | +551 | Open | $488.65 | 0.26% | 0.00% | 293,452 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 1,558 | +60 | +4.01% | $205.26 | 0.26% | 0.00% | 290,240 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 1,662 | +60 | +3.75% | $175.20 | 0.25% | 0.00% | 287,094 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 1,124 | +45 | +4.17% | $283.91 | 0.25% | 0.00% | 282,989 | 2025-03-31 | ||||||
| NKE | NIKE | 4,382 | +4,382 | Open | $72.91 | 0.25% | 0.00% | 278,169 | 2025-03-31 | ||||||
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 2,975 | +650 | +27.96% | $90.60 | 0.24% | 0.00% | 275,098 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 816 | +16 | +2.00% | $274.71 | 0.24% | 0.00% | 269,117 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 2,233 | -519 | -18.86% | $110.25 | 0.24% | 0.00% | 265,571 | 2025-03-31 | ||||||
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 6,861 | -2,000 | -22.57% | $30.26 | 0.24% | 0.00% | 265,452 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 4,288 | +4,288 | Open | $61.88 | 0.22% | 0.00% | 250,205 | 2025-03-31 | ||||||
| MO | ALTRIA | 4,136 | -64 | -1.52% | $49.06 | 0.22% | 0.00% | 248,243 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 4,831 | -99 | -2.01% | $49.95 | 0.22% | 0.00% | 245,560 | 2025-03-31 | ||||||
| META | META | 415 | +34 | +8.92% | $493.46 | 0.21% | 0.00% | 239,189 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 407 | -159 | -28.09% | $533.45 | 0.20% | 0.00% | 228,693 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 418 | +418 | Open | $599.09 | 0.20% | 0.00% | 228,349 | 2025-03-31 | ||||||
| DAVE | DAVE | 2,708 | +2,708 | Open | $93.79 | 0.20% | 0.02% | 223,843 | 2025-03-31 | ||||||
| ADME | APTUS DRAWDOWN MANAGED EQUITY ETF | 4,966 | -1,348 | -21.35% | $37.14 | 0.20% | 0.00% | 220,515 | 2025-03-31 | ||||||
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 4,377 | +4,377 | Open | $50.06 | 0.19% | 0.00% | 218,018 | 2025-03-31 | ||||||
| NIO | NIO | 56,966 | -8,785 | -13.36% | $13.04 | 0.19% | 0.00% | 217,040 | 2025-03-31 | ||||||
| APP | APPLOVIN | 813 | +813 | Open | $338.02 | 0.19% | 0.00% | 215,421 | 2025-03-31 | ||||||
| AMZN | AMAZON | 1,111 | -181 | -14.01% | $148.98 | 0.19% | 0.00% | 211,379 | 2025-03-31 | ||||||
| CRDO | CREDO TECHNOLOGY GROUP HOLDING | 5,082 | +5,082 | Open | $60.14 | 0.18% | 0.00% | 204,093 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 1,878 | +1,878 | Open | $125.27 | 0.18% | 0.00% | 203,538 | 2025-03-31 | ||||||
| SOFI | SOFI TECHNOLOGIES | 14,650 | -4,662 | -24.14% | $7.55 | 0.15% | 0.00% | 170,380 | 2025-03-31 | ||||||
| LCNB | LCNB | 11,500 | 0 | 0.00% | $16.23 | 0.15% | 0.08% | 170,085 | 2025-03-31 | ||||||
| ENVX | ENOVIX | 18,981 | +18,981 | Open | $10.65 | 0.12% | 0.01% | 139,321 | 2025-03-31 | ||||||
| QS | QUANTUMSCAPE | 12,500 | -3,040 | -19.56% | $6.90 | 0.05% | 0.00% | 52,000 | 2025-03-31 | ||||||
| LCID | LUCID GROUP | 14,600 | +200 | +1.39% | $3.49 | 0.03% | 0.00% | 35,332 | 2025-03-31 | ||||||
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 0 | -4,227 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| CCL | CARNIVAL | 0 | -25,000 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| IVW | ISHARES S&P 500 GROWTH ETF | 0 | -4,505 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| DYNF | BLACKROCK US EQUITY FACTOR ROTATION ETF | 0 | -7,142 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| EFG | ISHARES MSCI EAFE GROWTH ETF | 0 | -2,926 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||