Your Advocates , LL.P. 13F annual report
Your Advocates , LL.P. is an investment fund managing more than $238 billion ran by Anna Banks. There are currently 241 companies in Mrs. Banks’s portfolio. The largest investments include Dimensional Us Core and Dimensional Etf Int'l Core Equity 2, together worth $87.2 billion.
Limited to 30 biggest holdings
$238 billion Assets Under Management (AUM)
As of 22nd July 2024, Your Advocates , LL.P.’s top holding is 954,004 shares of Dimensional Us Core currently worth over $56.8 billion and making up 23.8% of the portfolio value.
In addition, the fund holds 1,157,365 shares of Dimensional Etf Int'l Core Equity 2 worth $30.4 billion.
The third-largest holding is Dimensional Etf Emerg. Markets Core Equity worth $22.1 billion and the next is Schwab Intermediate Term Us Treas worth $18.3 billion, with 375,018 shares owned.
Currently, Your Advocates , LL.P.'s portfolio is worth at least $238 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Your Advocates , LL.P.
The Your Advocates , LL.P. office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Anna Banks serves as the Chief Compliance Officer at Your Advocates , LL.P..
Recent trades
In the most recent 13F filing, Your Advocates , LL.P. revealed that it had opened a new position in
Dimensional Us Core and bought 954,004 shares worth $56.8 billion.
The investment fund also strengthened its position in Dimensional Etf Int'l Core Equity 2 by buying
101,870 additional shares.
This makes their stake in Dimensional Etf Int'l Core Equity 2 total 1,157,365 shares worth $30.4 billion.
On the other hand, there are companies that Your Advocates , LL.P. is getting rid of from its portfolio.
Your Advocates , LL.P. closed its position in Dimensional U S Core on 29th July 2024.
It sold the previously owned 55,584 shares for $1.42 billion.
Anna Banks also disclosed a decreased stake in Dimensional Etf Emerg. Markets Core Equity by 0.2%.
This leaves the value of the investment at $22.1 billion and 825,255 shares.
One of the smallest hedge funds
The two most similar investment funds to Your Advocates , LL.P. are David Kennon Inc and Highbridge Capital Management. They manage $238 billion and $238 billion respectively.
Anna Banks investment strategy
Your Advocates , LL.P.’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Energy — making up 1.0% of
the total portfolio value.
The fund focuses on investments in the United States as
33.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
29% of the total holdings value.
On the other hand, small-cap stocks make up only 2.1% of the portfolio.
The average market cap of the portfolio companies is close to $107 billion.
The complete list of Your Advocates , LL.P. trades based on 13F SEC filings
These positions were updated on July 29th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Dimensional Us Core |
Opened
954,004
|
$56,782,298,000 | 23.84% |
| Dimensional Etf Int'l Core Equity 2 |
9.65%
1,157,365
|
$30,427,137,000 | 12.78% |
| Dimensional Etf Emerg. Markets Core Equity |
24.41%
825,255
|
$22,059,069,000 | 9.26% |
| Schwab Intermediate Term Us Treas |
158.02%
375,018
|
$18,289,636,000 | 7.68% |
| Pimco Active Bond Etf |
175.78%
200,429
|
$18,255,105,000 | 7.66% |
| Schwab Fundamental Us Large Company Etf |
31.42%
248,627
|
$16,653,068,000 | 6.99% |
| Dimensional Us Small Cap Etf |
97.65%
264,070
|
$15,865,301,000 | 6.66% |
| Vanguard Short-term Bond Etf |
6.31%
172,104
|
$13,200,348,000 | 5.54% |
| Spdr Gold Trust |
20.60%
57,964
|
$12,462,840,000 | 5.23% |
| Schwab Fundamental Intl Lg Co Etf |
16.11%
227,228
|
$7,959,801,000 | 3.34% |
| Schwab Fundamental Emerg Mkts Lg Co Etf |
59.49%
229,980
|
$6,800,504,000 | 2.86% |
| Schwab Fundamental Us Small Company Etf |
12.33%
92,866
|
$5,100,215,000 | 2.14% |
| Exxon Mobil Corp. |
52.60%
18,584
|
$2,139,366,000 | 0.90% |
| Dimensional U S Core |
Closed
55,584
|
$1,416,280,000 | |
| Apple Inc |
6.67%
6,112
|
$1,287,208,000 | 0.54% |
| S P D R Sp 500 Etf Tr |
7.23%
1,962
|
$1,067,944,000 | 0.45% |
| Conocophillips |
126.05%
7,340
|
$839,553,000 | 0.35% |
| Franklin Liberty International Aggregate Bond Etf |
8.62%
31,188
|
$628,750,000 | 0.26% |
| Schwab Us Large Cap Etf |
97.83%
9,083
|
$583,601,000 | 0.25% |
| Enterprise Prd Prtnrs Lp |
Closed
21,660
|
$560,984,000 | |
| Innovator Us Equity |
Opened
17,743
|
$515,257,000 | 0.22% |
| Tesla Motors Inc |
0.25%
2,352
|
$465,414,000 | 0.20% |
| Phillips |
Closed
4,214
|
$427,218,000 | |
| AECOM |
3.28%
4,392
|
$387,111,000 | 0.16% |
| Ishares Tr Barclays Fund |
4.23%
3,842
|
$372,943,000 | 0.16% |
| Halliburton Co Hldg Co |
Opened
10,419
|
$351,954,000 | 0.15% |
| Schwab Us Broad Market |
1.48%
5,550
|
$348,913,000 | 0.15% |
| Wisdomtree Emerging Markets High Dividend Etf |
77.00%
5,990
|
$259,439,000 | 0.11% |
| Schlumberger Ltd. |
41.96%
4,957
|
$233,871,000 | 0.10% |
| Schwab Us Small Cap Etf |
Closed
4,837
|
$202,804,000 | |
| Microsoft Corporation |
23.82%
451
|
$201,574,000 | 0.08% |
| Marathon Pete Corp |
Opened
1,112
|
$192,910,000 | 0.08% |
| Unitedhealth Group Inc |
14.86%
298
|
$151,759,000 | 0.06% |
| Ishares Gold Etf |
70.10%
3,275
|
$143,871,000 | 0.06% |
| Spdr Series Trust Portfolio Intermediate Term Etf |
39.94%
4,783
|
$134,020,000 | 0.06% |
| Moodys Corp |
No change
300
|
$126,279,000 | 0.05% |
| Hewlett-packard Company |
1.58%
3,528
|
$123,551,000 | 0.05% |
| NVIDIA Corp |
Opened
920
|
$113,657,000 | 0.05% |
| Rbb Fund Inc Motley Fool Global Opportunity |
39.65%
3,693
|
$108,648,000 | 0.05% |
| Ishares Core Sp Total Us Stock Mkt Etf |
38.50%
885
|
$105,120,000 | 0.04% |
| iShares ESG MSCI USA Leaders ETF |
453.44%
1,046
|
$101,960,000 | 0.04% |
| Jp Morgan Betabuilders |
30.99%
2,147
|
$101,446,000 | 0.04% |
| Sap Se Ordf |
Opened
492
|
$99,906,000 | 0.04% |
| Quanta Services, Inc. |
90.78%
393
|
$99,857,000 | 0.04% |
| Fedex Corp |
No change
331
|
$99,247,000 | 0.04% |
| Academy Sports Outdoor |
173.40%
1,706
|
$90,866,000 | 0.04% |
| Ftse Rafi Us 1500 Small Cap |
Opened
2,333
|
$88,981,000 | 0.04% |
| Franklin Bsp Capital Corp |
Opened
5,996
|
$87,898,000 | 0.04% |
| Amazon.com Inc. |
9.69%
438
|
$84,644,000 | 0.04% |
| Auto Data Processing |
7.14%
325
|
$77,574,000 | 0.03% |
| Ishares Esg Advanced Msci Usa Etf |
Closed
2,310
|
$76,392,000 | |
| Starbucks Corp. |
No change
914
|
$71,155,000 | 0.03% |
| Vanguard Mega Cap Growth |
Opened
225
|
$70,697,000 | 0.03% |
| Chimera Investment Corp |
66.67%
5,496
|
$70,349,000 | 0.03% |
| Ishares Core Sp 500 Etf |
197.56%
122
|
$66,762,000 | 0.03% |
| Caterpillar Inc. |
Opened
200
|
$66,620,000 | 0.03% |
| Du Pont E I De Nemourco |
479.29%
811
|
$65,277,000 | 0.03% |
| The Allstate Corporation |
No change
400
|
$63,864,000 | 0.03% |
| Ishares Esg Advanced Msci Eafe Etf |
Closed
1,022
|
$60,901,000 | |
| Ftse Rafi 1000 Us Lg Cap |
Opened
1,597
|
$60,606,000 | 0.03% |
| Trade Desk Inc |
20.00%
600
|
$58,602,000 | 0.02% |
| Home Depot, Inc. |
13.01%
165
|
$56,800,000 | 0.02% |
| General Electric Company |
109.58%
350
|
$55,640,000 | 0.02% |
| American Beacon Ahl Trend Etf |
Opened
2,171
|
$54,405,000 | 0.02% |
| Kinder Morgan Inc |
Closed
3,000
|
$52,530,000 | |
| Toast, Inc. |
Opened
2,000
|
$51,540,000 | 0.02% |
| Newpark Resources, Inc. |
Closed
13,125
|
$50,531,000 | |
| Costco Whsl Corp New |
20.27%
59
|
$50,149,000 | 0.02% |
| Ishares Esg Aware Msci Eafe Etf |
203.83%
635
|
$50,000,000 | 0.02% |
| Southern Company |
Opened
600
|
$46,563,000 | 0.02% |
| Corteva Inc |
482.73%
810
|
$43,691,000 | 0.02% |
| Dow Chemical Company |
444.37%
822
|
$43,607,000 | 0.02% |
| Carnival Corp. |
3.96%
2,305
|
$43,150,000 | 0.02% |
| Vanguard Small Cap Etf |
Opened
178
|
$38,811,000 | 0.02% |
| Vanguard Msci Eafe Etf |
662.75%
778
|
$38,449,000 | 0.02% |
| Agilent Technologies Inc. |
No change
296
|
$38,370,000 | 0.02% |
| Coca-Cola Co |
71.84%
598
|
$38,063,000 | 0.02% |
| Ishares Esg Advanced |
Closed
1,080
|
$37,854,000 | |
| Ishare Esg Aware Msci |
7.59%
889
|
$34,210,000 | 0.01% |
| United States 12 Month Oil Fd Lp |
Closed
1,000
|
$33,730,000 | |
| Ftse Rafi Internat'l Dev Mkts |
Opened
686
|
$33,394,000 | 0.01% |
| Shopify Inc |
Opened
500
|
$33,025,000 | 0.01% |
| Garmin Ltd |
No change
200
|
$32,584,000 | 0.01% |
| Spdr Sp Oil Gas Expl Prod |
No change
222
|
$32,294,000 | 0.01% |
| Schwab Emerging Markets Equity Etf |
82.22%
1,190
|
$31,607,000 | 0.01% |
| Charles Schwab Corp. |
7.66%
434
|
$31,353,000 | 0.01% |
| Cipher Mining Inc |
Opened
7,500
|
$31,125,000 | 0.01% |
| Marathon Oil Corporation |
2,189.36%
1,076
|
$30,849,000 | 0.01% |
| NextEra Energy Inc |
Closed
400
|
$30,832,000 | |
| Hut Eight Mining Corp |
Opened
2,000
|
$29,980,000 | 0.01% |
| Marathon Digital Holdings Inc |
Opened
1,500
|
$29,775,000 | 0.01% |
| Sector Spdr Engy Select |
Opened
313
|
$28,552,000 | 0.01% |
| Dell Inc |
No change
200
|
$27,582,000 | 0.01% |
| Us Brent Oil Fund Lp |
Closed
1,000
|
$26,580,000 | |
| Cheniere Energy Inc. |
No change
145
|
$25,350,000 | 0.01% |
| Vanguard Value |
Opened
155
|
$24,864,000 | 0.01% |
| United Rentals, Inc. |
No change
37
|
$23,929,000 | 0.01% |
| Spdr Portfolio Emerging Markets Etf |
98.99%
611
|
$23,016,000 | 0.01% |
| Crowdstrike Holdings Inc |
Opened
60
|
$22,991,000 | 0.01% |
| Gilead Sciences, Inc. |
No change
300
|
$20,583,000 | 0.01% |
| Humana Inc. |
Opened
55
|
$20,551,000 | 0.01% |
| Doximity, Inc. |
Closed
609
|
$19,719,000 | |
| Ishares Trust Us Treasury Bond Etf |
58.44%
873
|
$19,704,000 | 0.01% |
| Union Pacific Corp. |
41.67%
85
|
$19,232,000 | 0.01% |
| Keysight Tech Inc |
No change
140
|
$19,145,000 | 0.01% |
| Roblox Corp Com Cl A |
Opened
500
|
$18,605,000 | 0.01% |
| Texas Instruments Inc. |
Closed
100
|
$18,601,000 | |
| Broadcom Inc |
No change
11
|
$17,661,000 | 0.01% |
| Lockheed Martin Corp. |
Closed
36
|
$17,215,000 | |
| Graco Inc. |
Closed
225
|
$16,427,000 | |
| Upstart Holdings, Inc. |
Closed
1,030
|
$16,367,000 | |
| Southwest Airlines Co |
Closed
500
|
$16,270,000 | |
| Nike, Inc. |
89.29%
212
|
$15,978,000 | 0.01% |
| Valero Energy Corp. |
No change
100
|
$15,676,000 | 0.01% |
| Ishares Russell 1000 Etf |
Closed
69
|
$15,541,000 | |
| Wisdomtree Japan Hedged |
100.00%
444
|
$15,496,000 | 0.01% |
| Spdr Doubleline Ttl Rtrn |
Closed
364
|
$14,928,000 | |
| Ge Vernova Inc |
Opened
87
|
$14,921,000 | 0.01% |
| Arthur J Gallagherc |
Closed
75
|
$14,348,000 | |
| Ishares Esg U.s. Aggregate Bond Etf |
30,500.00%
306
|
$14,243,000 | 0.01% |
| Tempus Ai Inc |
Opened
400
|
$14,000,000 | 0.01% |
| Sun Life Financial, Inc. |
No change
275
|
$13,472,000 | 0.01% |
| Ishares Core Sp Small |
Opened
124
|
$13,231,000 | 0.01% |
| Catalent Inc. |
Closed
200
|
$13,142,000 | |
| Ishares Russell 1000 Growth Etf |
Closed
50
|
$12,217,000 | |
| Dfa Emerging Mkts Value Etf |
No change
427
|
$11,743,000 | 0.00% |
| iShares ESG 1-5 Year USD Corporate Bond ETF |
47,000.00%
471
|
$11,523,000 | 0.00% |
| Market Vectors Etf Trust |
No change
393
|
$11,397,000 | 0.00% |
| Fidelity Natl Info |
480.77%
151
|
$11,379,000 | 0.00% |
| Boeing Co. |
Closed
52
|
$11,123,000 | |
| Nordson Corp. |
Closed
50
|
$11,113,000 | |
| Vmware Inc. |
Closed
88
|
$10,987,000 | |
| Tractor Supply Comp |
Opened
40
|
$10,800,000 | 0.00% |
| Jpmorgan Chase Co |
No change
50
|
$10,113,000 | 0.00% |
| Amphenol Corp. |
Opened
150
|
$10,106,000 | 0.00% |
| Pinterest Inc |
50.00%
225
|
$9,916,000 | 0.00% |
| Ishares Russell 2000 |
70.13%
46
|
$9,333,000 | 0.00% |
| Ishares Sp Euro |
79.12%
163
|
$8,926,000 | 0.00% |
| Republic Services, Inc. |
Opened
45
|
$8,745,000 | 0.00% |
| Vanguard Mid Cap Value |
Opened
58
|
$8,725,000 | 0.00% |
| Ishares Core Msci |
Closed
176
|
$8,587,000 | |
| Disney Walt Co |
2.41%
85
|
$8,440,000 | 0.00% |
| Ametek Inc |
Opened
50
|
$8,336,000 | 0.00% |
| Cummins Inc. |
No change
30
|
$8,308,000 | 0.00% |
| Deere Co |
Closed
20
|
$8,276,000 | |
| Marqeta Inc |
No change
1,500
|
$8,220,000 | 0.00% |
| Zebra Technologies Corp. |
Closed
25
|
$7,950,000 | |
| Ishares Russell |
Closed
51
|
$7,765,000 | |
| Dominion Energy Inc |
Closed
134
|
$7,492,000 | |
| Fiserv, Inc. |
Opened
50
|
$7,452,000 | 0.00% |
| Google Inc Class A |
Opened
40
|
$7,337,000 | 0.00% |
| Palo Alto Networks Inc |
Closed
36
|
$7,191,000 | |
| Synopsys, Inc. |
Opened
12
|
$7,141,000 | 0.00% |
| Travelers Companies Inc. |
Opened
35
|
$7,117,000 | 0.00% |
| Aptargroup Inc. |
Opened
50
|
$7,041,000 | 0.00% |
| Regal Beloit Corp |
Closed
50
|
$7,037,000 | |
| Stryker Corp. |
Opened
20
|
$6,805,000 | 0.00% |
| Xylem Inc |
Opened
50
|
$6,782,000 | 0.00% |
| Verisk Analytics Inc Cla |
Opened
25
|
$6,739,000 | 0.00% |
| U S Bancorp Del New |
Opened
165
|
$6,551,000 | 0.00% |
| nVent Electric plc |
Closed
150
|
$6,441,000 | |
| Mc Donalds Corp |
No change
25
|
$6,371,000 | 0.00% |
| Occidental Pete Corp |
Opened
100
|
$6,303,000 | 0.00% |
| Enbridge Inc |
No change
177
|
$6,299,000 | 0.00% |
| Danaher Corp. |
Opened
25
|
$6,246,000 | 0.00% |
| Take Two Interactv |
233.33%
40
|
$6,220,000 | 0.00% |
| Vanguard Total Stock Mkt |
Closed
30
|
$6,123,000 | |
| Visa Inc |
Closed
27
|
$6,087,000 | |
| Vanguard Intl Eqty Etf |
Closed
150
|
$6,086,000 | |
| Boston Scientific Corp. |
No change
79
|
$6,084,000 | 0.00% |
| Psychemedics Corp. |
Opened
2,450
|
$5,929,000 | 0.00% |
| Illinois Tool Works, Inc. |
Opened
25
|
$5,924,000 | 0.00% |
| Sector Spdr Fincl Select |
Opened
144
|
$5,918,000 | 0.00% |
| Invesco Etf D Tr Wilderhil Clan Etf |
Opened
292
|
$5,884,000 | 0.00% |
| Ziff Davis Inc |
Closed
75
|
$5,854,000 | |
| D T E Energy Company |
Closed
53
|
$5,806,000 | |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund |
Opened
49
|
$5,663,000 | 0.00% |
| Cognex Corp. |
No change
121
|
$5,658,000 | 0.00% |
| AMGEN Inc. |
Opened
18
|
$5,624,000 | 0.00% |
| D X C Technology Com |
1.39%
291
|
$5,555,000 | 0.00% |
| Thermo Fisher Scientific Inc. |
Opened
10
|
$5,530,000 | 0.00% |
| Morgan Stanley |
No change
56
|
$5,443,000 | 0.00% |
| Bp Plc Adr |
No change
150
|
$5,415,000 | 0.00% |
| Generac Holdings Inc |
Closed
50
|
$5,401,000 | |
| Toyota Motor Corp Ord |
Closed
375
|
$5,291,000 | |
| Coupang, Inc. |
Opened
250
|
$5,238,000 | 0.00% |
| Dexcom Inc |
No change
44
|
$4,989,000 | 0.00% |
| Kroger Co. |
Closed
100
|
$4,937,000 | |
| Altair Engineering Inc |
Opened
50
|
$4,904,000 | 0.00% |
| Sp Global Inc |
Closed
14
|
$4,827,000 | |
| Sales Force.com Inc |
Closed
24
|
$4,795,000 | |
| Airbnb, Inc. |
Opened
31
|
$4,701,000 | 0.00% |
| Ast Spacemobile Inc |
No change
400
|
$4,644,000 | 0.00% |
| Accenture Ltd Cl A |
No change
15
|
$4,551,000 | 0.00% |
| Landstar Sys Inc |
Closed
25
|
$4,482,000 | |
| Wisdomtree Bloomberg Us Dllr Bullish Etf |
300.00%
160
|
$4,334,000 | 0.00% |
| Honeywell International Inc |
Closed
23
|
$4,301,000 | |
| Spdr Sp Oil Gas Equip |
No change
47
|
$4,270,000 | 0.00% |
| Procter Gamble |
No change
25
|
$4,123,000 | 0.00% |
| Fortive Corp Disc |
Closed
60
|
$4,090,000 | |
| Netflix Inc. |
No change
6
|
$4,049,000 | 0.00% |
| Rocket Laboratory Usa In |
26.15%
820
|
$3,936,000 | 0.00% |
| Service Now Inc |
No change
5
|
$3,933,000 | 0.00% |
| Spotify Technology |
Opened
12
|
$3,765,000 | 0.00% |
| Equitable Resources Inc |
Opened
100
|
$3,698,000 | 0.00% |
| Canadian Pac Railway |
No change
45
|
$3,543,000 | 0.00% |
| Baker Hughes Company Com Cl A |
No change
100
|
$3,517,000 | 0.00% |
| Arista Networks Inc |
75.00%
10
|
$3,505,000 | 0.00% |
| Chipotle Mexican Grl |
Closed
2
|
$3,417,000 | |
| Indie Semiconductor Inc |
No change
540
|
$3,332,000 | 0.00% |
| Tuttle Capital Short Innovation ETF |
Closed
80
|
$3,203,000 | |
| Ge Healthcare Technologies Inc Common Stock |
25.45%
41
|
$3,195,000 | 0.00% |
| Centene Corp. |
No change
47
|
$3,116,000 | 0.00% |
| Real Estate Select Sector |
Opened
80
|
$3,073,000 | 0.00% |
| Assurant Inc |
Closed
25
|
$3,002,000 | |
| Williams Companies |
Closed
100
|
$2,986,000 | |
| Moderna Inc |
Opened
25
|
$2,969,000 | 0.00% |
| Transdigm Group Incorporated |
Closed
4
|
$2,948,000 | |
| fuboTV Inc. |
No change
2,350
|
$2,914,000 | 0.00% |
| Ford Motor Co. |
1.33%
228
|
$2,860,000 | 0.00% |
| Snowflake Inc. |
Opened
21
|
$2,837,000 | 0.00% |
| Wells Fargo Co New |
Closed
72
|
$2,693,000 | |
| Plug Power Inc |
Opened
1,135
|
$2,645,000 | 0.00% |
| Constellation Brand Cl A |
No change
10
|
$2,573,000 | 0.00% |
| Retail Opportunity Investment Corp |
No change
200
|
$2,486,000 | 0.00% |
| Cosan S A |
Closed
210
|
$2,482,000 | |
| Pool Corporation |
No change
8
|
$2,459,000 | 0.00% |
| Duke Energy Corp. |
No change
24
|
$2,406,000 | 0.00% |
| United States Oil Fund, |
No change
30
|
$2,388,000 | 0.00% |
| Denali Therapeutics I N |
No change
100
|
$2,322,000 | 0.00% |
| Lululemon Athletica inc. |
No change
7
|
$2,091,000 | 0.00% |
| Weatherford Intl |
No change
17
|
$2,082,000 | 0.00% |
| Trimble Navigation Ltd |
No change
34
|
$1,901,000 | 0.00% |
| Applied Materials Inc. |
Opened
8
|
$1,890,000 | 0.00% |
| Activision Blizzard Inc |
Closed
22
|
$1,883,000 | |
| Fortune Brands Innovatio |
No change
29
|
$1,883,000 | 0.00% |
| Southwestern Energy Company |
Closed
369
|
$1,845,000 | |
| Infineon Tech Ag |
No change
50
|
$1,842,000 | 0.00% |
| Spirit Airlines Inc |
No change
100
|
$1,681,000 | 0.00% |
| Kb Finl Group Inc |
Closed
40
|
$1,457,000 | |
| Sculptor Cap Mgmt |
Closed
169
|
$1,457,000 | |
| Global X Fds Global X Uranium Etf |
No change
50
|
$1,448,000 | 0.00% |
| Nio Inc Adr |
29.17%
340
|
$1,414,000 | 0.00% |
| A G C O Corp |
No change
11
|
$1,407,000 | 0.00% |
| EMagin Corp |
Closed
650
|
$1,352,000 | |
| Norwegian Cruise Lin |
Closed
100
|
$1,345,000 | |
| JD.com Inc |
Opened
50
|
$1,292,000 | 0.00% |
| Dt Midstream Inc |
Closed
26
|
$1,284,000 | |
| Estee Lauder Co Inc |
No change
12
|
$1,277,000 | 0.00% |
| Palantir Tech Inc Com Cl A |
Opened
50
|
$1,267,000 | 0.00% |
| BlackLine Inc |
No change
25
|
$1,211,000 | 0.00% |
| Vanguard Mid Cap Etf |
Opened
5
|
$1,211,000 | 0.00% |
| Hewlett Packard |
Opened
55
|
$1,164,000 | 0.00% |
| Gxo Logistics Inc |
No change
23
|
$1,162,000 | 0.00% |
| Albemarle Corp. |
No change
12
|
$1,146,000 | 0.00% |
| Aurinia Pharmaceutic |
No change
200
|
$1,142,000 | 0.00% |
| Hertz Rental Car Holding |
Closed
70
|
$1,140,000 | |
| Lucid Group, Inc. |
Closed
140
|
$1,126,000 | |
| Verizon Communications Inc |
No change
26
|
$1,072,000 | 0.00% |
| Coca Cola Consolidated I |
Closed
2
|
$1,071,000 | |
| Ishares Russell Mid Cap |
83.33%
9
|
$993,000 | 0.00% |
| Vanguard Consumer Staples |
Closed
5
|
$968,000 | |
| Delta Air Lines, Inc. |
Closed
26
|
$908,000 | |
| Devon Energy Cp New |
Closed
17
|
$860,000 | |
| Veralto Corp |
Opened
8
|
$764,000 | 0.00% |
| Spdr Sp Biotech Etf |
Closed
10
|
$762,000 | |
| Chargepoint Holdings Inc. |
No change
500
|
$755,000 | 0.00% |
| Xpo Logistics Inc |
Closed
23
|
$734,000 | |
| Village Farms Intl |
No change
700
|
$714,000 | 0.00% |
| Proshares Ultra Vix Short-term Futures |
Closed
150
|
$698,000 | |
| Relay Therapeutics, Inc. |
No change
100
|
$652,000 | 0.00% |
| Airgain Incorporarated |
No change
100
|
$604,000 | 0.00% |
| Rxo Inc |
No change
23
|
$601,000 | 0.00% |
| Medifast Inc |
Opened
27
|
$593,000 | 0.00% |
| Intel Corp. |
88.48%
19
|
$588,000 | 0.00% |
| Westlake Chemical Corp |
Closed
5
|
$580,000 | |
| Proshares Ultrashort Real Estate |
Closed
33
|
$574,000 | |
| Annaly Capital Mgmt |
No change
30
|
$572,000 | 0.00% |
| Ishares Sp Mid Cap |
Closed
8
|
$572,000 | |
| Bloom Energy Corp |
28.57%
45
|
$551,000 | 0.00% |
| Zk Intl Group Co Ltd |
No change
1,000
|
$550,000 | 0.00% |
| Conmed Corp. |
Closed
5
|
$519,000 | |
| General Motors Company |
Closed
14
|
$514,000 | |
| Tattooed Chef, Inc. |
Closed
350
|
$497,000 | |
| Linde Plc. |
Opened
1
|
$450,000 | 0.00% |
| Masterbrand Inc |
No change
29
|
$426,000 | 0.00% |
| Bakkt Hldgs Inc |
95.12%
20
|
$378,000 | 0.00% |
| Nautilus Biotechnology |
No change
150
|
$351,000 | 0.00% |
| Sonos Inc |
No change
20
|
$295,000 | 0.00% |
| ICICI Bank Ltd. |
Opened
10
|
$288,000 | 0.00% |
| Intuitive Machs Inc |
275.00%
75
|
$248,000 | 0.00% |
| Ark Genomic Revolution |
No change
10
|
$235,000 | 0.00% |
| Rivian Automotive, Inc. |
No change
17
|
$228,000 | 0.00% |
| Stmicroelectronics Nv |
Opened
5
|
$196,000 | 0.00% |
| Cytosorbents Corpora |
No change
250
|
$175,000 | 0.00% |
| Defiance Next Gen |
94.55%
3
|
$128,000 | 0.00% |
| Atif Holdings Ltd |
No change
130
|
$113,000 | 0.00% |
| Seadrill Ltd. |
Opened
2
|
$103,000 | 0.00% |
| Sigma Lithium Corp |
Opened
7
|
$84,000 | 0.00% |
| Weatherford Intl Wtf |
Closed
192
|
$81,000 | |
| Kyndryl Hldgs Inc |
No change
3
|
$79,000 | 0.00% |
| Azure Pwr Global Ltd |
No change
100
|
$77,000 | 0.00% |
| Virgin Galactic Hldgs In |
95.00%
9
|
$76,000 | 0.00% |
| Draganfly Inc |
No change
300
|
$69,000 | 0.00% |
| Spdr Portfolio Large Cap Etf |
99.86%
1
|
$64,000 | 0.00% |
| Viatris Inc. |
No change
6
|
$64,000 | 0.00% |
| Shapeways Holdings Inc |
87.50%
75
|
$53,000 | 0.00% |
| Spdr Series Trust Portfolio Small Cap Etf |
No change
1
|
$42,000 | 0.00% |
| Virgin Orbit Hldgs Inc |
Closed
200
|
$40,000 | |
| Schwab International Equity Etf |
99.97%
1
|
$38,000 | 0.00% |
| Spdr Portfolio Developed World Ex-us Etf |
No change
1
|
$35,000 | 0.00% |
| Keurig Dr Pepper Inc |
Opened
1
|
$34,000 | 0.00% |
| Oncorus, Inc. |
Closed
100
|
$34,000 | |
| Aeva Technologies Inc |
80.00%
10
|
$25,000 | 0.00% |
| Atrion Corp. |
No change
0
|
$5,000 | 0.00% |
| Zions Bancorp |
No change
0
|
$2,000 | 0.00% |
| Nuvve Hldg Corp |
97.00%
3
|
$2,000 | 0.00% |
| Lowes Companies Inc |
No change
0
|
$1,000 | 0.00% |
| Calamp Corp. |
92.86%
2
|
$1,000 | 0.00% |
| Strategy Shares Ns 7handl Idx Etf |
No change
0
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 320 holdings | |||
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