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☆CROWLEY WEALTH MANAGEMENT, INC.

CIK 0002055836 · holdings for 2025Q4 (change vs 2025Q3) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.50
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
4
Excess Return
not eligible

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Quarter
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Security type

Holdings · 416 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BTC funds › GRAYSCALE BITCOIN MINI TRUST ETF EXIT — 0.0% -0.0% 0.0 0 -168 0 —
☆VNQ funds › VANGUARD REAL ESTATE ETF EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆SOXX funds › ISHARES SEMICONDUCTOR ETF EXIT — 0.0% -0.3% 0.0 0 -1,315 0 —
☆COGT funds › COGENT BIOSCIENCES INC EXIT — 0.0% -0.0% 0.0 0 -1,700 0 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.4% 0.0 0 -2,334 0 —
☆SIRI funds › SIRIUSXM HLDGS INC EQUITCLASS EQUITY EXIT — 0.0% -0.0% 0.0 0 -60 0 —
☆FDX funds › FEDEX CORP EXIT — 0.0% -1.7% 0.0 0 -8,821 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -2.6% 0.0 0 -28,500 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.3% 0.0 0 -3,000 0 —
☆CUSIP:000000000 funds › Not Applicable NEW — 0.0% +0.0% 0.0 0 +0 0 —
☆HD funds › HOME DEPOT INC EXIT — 0.0% -3.6% 0.0 0 -11,241 0 —
☆NUMIF funds › NUMINUS WELLNESS INC F EXIT — 0.0% -0.0% 0.0 0 -2,500 0 —
☆CPRT funds › COPART INC EXIT — 0.0% -0.0% 0.0 0 -36 0 —
☆VAW funds › VANGUARD MATERIALS ETF EXIT — 0.0% -0.0% 0.0 0 -59 0 —
☆VBR funds › VANGUARD SMALL CAP VALUEETF EXIT — 0.0% -0.1% 0.0 0 -404 0 —
☆CUSIP:604CVR027 funds › MIRATI THERAPEUTICS XXXCONTINGENT VALUE RIGHT EFF: 01/23/2024 EXIT — 0.0% +0.0% 0.0 0 -375 0 —
☆LHX funds › L3HARRIS TECHNOLOGIES IN EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆DE funds › DEERE & CO EXIT — 0.0% -0.6% 0.0 0 -1,641 0 —
☆ACN funds › ACCENTURE PLC IRELAND FCLASS A EXIT — 0.0% -0.1% 0.0 0 -370 0 —
☆COP funds › CONOCOPHILLIPS EXIT — 0.0% -0.0% 0.0 0 -299 0 —
☆EWG funds › ISHARES MSCI GERMANY ETF EXIT — 0.0% -0.0% 0.0 0 -635 0 —
☆CSX funds › CSX CORP EXIT — 0.0% -0.0% 0.0 0 -77 0 —
☆RPMT funds › REGO PMT ARCHITECTURES I EXIT — 0.0% -0.0% 0.0 0 -3,300 0 —
☆ELV funds › ELEVANCE HEALTH INC EXIT — 0.0% -0.1% 0.0 0 -300 0 —
☆IIPR funds › INNOVATIVE INDL PPTYS INREIT EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆EMR funds › EMERSON ELEC CO EXIT — 0.0% -0.1% 0.0 0 -885 0 —
☆SMMT funds › SUMMIT THERAPEUTICS INC EXIT — 0.0% -0.0% 0.0 0 -1,500 0 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A F EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆CUSIP:74624U104 funds › PURE EXTRACTS TECHNOLO F EXIT — 0.0% +0.0% 0.0 0 -6,100 0 —
☆GNTX funds › GENTEX CORP EXIT — 0.0% -0.0% 0.0 0 -70 0 —
☆TER funds › TERADYNE INC EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.1% 0.0 0 -4,945 0 —
☆XLY funds › SPDR FUND CONSUMER DISCRE SELECT ETF EXIT — 0.0% -0.0% 0.0 0 -42 0 —
☆FCF funds › FIRST COMWLTH FINL CORP EXIT — 0.0% -0.0% 0.0 0 -2,500 0 —
☆NUVB funds › NUVATION BIO INC A CLASS A EXIT — 0.0% -0.3% 0.0 0 -106,798 0 —
☆VIK funds › VIKING HLDGS LTD F EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆DOW funds › DOW INC EXIT — 0.0% -0.0% 0.0 0 -1,214 0 —
☆KMI funds › KINDER MORGAN INC DEL EXIT — 0.0% -0.0% 0.0 0 -307 0 —
☆GRWG funds › GROWGENERATION CORP EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆LWLG funds › LIGHTWAVE LOGIC INC EXIT — 0.0% -0.0% 0.0 0 -2,000 0 —
☆CMPS funds › COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆BIDU funds › BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆MAT funds › MATTEL INC EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆EBAY funds › EBAY INC EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆SYK funds › STRYKER CORP EXIT — 0.0% -2.1% 0.0 0 -7,026 0 —
☆PG funds › PROCTER & GAMBLE CO EXIT — 0.0% -0.4% 0.0 0 -2,932 0 —
☆TRV funds › TRAVELERS COS INC EXIT — 0.0% -0.0% 0.0 0 -77 0 —
☆PAYX funds › PAYCHEX INC EXIT — 0.0% -0.0% 0.0 0 -487 0 —
☆MTB funds › M & T BK CORP EXIT — 0.0% -0.0% 0.0 0 -127 0 —
☆VRSK funds › VERISK ANALYTICS INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF EXIT — 0.0% -0.0% 0.0 0 -44 0 —
☆SERV funds › SERVE ROBOTICS INC EXIT — 0.0% -0.0% 0.0 0 -120 0 —
☆LLY funds › ELI LILLY AND CO EXIT — 0.0% -0.3% 0.0 0 -457 0 —
☆HTGC funds › HERCULES CAP INC EXIT — 0.0% -0.0% 0.0 0 -900 0 —
☆TMO funds › THERMO FISHER SCIENTIFIC EXIT — 0.0% -0.0% 0.0 0 -80 0 —
☆PBI funds › PITNEY BOWES INC EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆PNC funds › PNC FINL SERVICES EXIT — 0.0% -0.2% 0.0 0 -1,461 0 —
☆GE funds › GE AEROSPACE EXIT — 0.0% -0.1% 0.0 0 -586 0 —
☆SHEL funds › SHELL PLC FTENDER OFFER EXP: EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆MPWR funds › MONOLITHIC PWR SYS INC EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆IVV funds › ISHARES CORE S&P 500 ETF EXIT — 0.0% -0.4% 0.0 0 -689 0 —
☆SOLV funds › SOLVENTUM CORP EXIT — 0.0% -0.0% 0.0 0 -193 0 —
☆ODFL funds › OLD DOMINION FREIGHT LIN EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆AMT funds › AMERICAN TOWER CORP NEW REIT EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆VDE funds › VANGUARD ENERGY ETF EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆VIS funds › VANGUARD INDUSTRIALS ETF EXIT — 0.0% -0.0% 0.0 0 -78 0 —
☆VTV funds › VANGUARD VALUE ETF EXIT — 0.0% -0.1% 0.0 0 -481 0 —
☆LRCX funds › LAM RESH CORP EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆SCHR funds › SCHWAB INTERMEDIATE TERMUS TRS ETF EXIT — 0.0% -0.0% 0.0 0 -631 0 —
☆VZ funds › VERIZON COMMUNICATIONS I EXIT — 0.0% -0.1% 0.0 0 -2,242 0 —
☆NFLX funds › NETFLIX INC EXIT — 0.0% -0.4% 0.0 0 -409 0 —
☆MNST funds › MONSTER BEVERAGE CORP NE EXIT — 0.0% -0.0% 0.0 0 -54 0 —
☆KURA funds › KURA ONCOLOGY INC EXIT — 0.0% -0.0% 0.0 0 -900 0 —
☆PFXF funds › VANECK PREFERRED SECURT EX FNCL ETF EXIT — 0.0% -0.0% 0.0 0 -550 0 —
☆SLV funds › ISHARES SILVER TRUST ETF EXIT — 0.0% -0.1% 0.0 0 -2,050 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.1% 0.0 0 -213 0 —
☆SMR funds › NUSCALE PWR CORP CLASS A EXIT — 0.0% -0.0% 0.0 0 -250 0 —
☆MA funds › MASTERCARD INC CLASS A EXIT — 0.0% -0.8% 0.0 0 -1,699 0 —
☆TRLV funds › TRULIEVE CANNABIS CORP F EXIT — 0.0% -0.0% 0.0 0 -70 0 —
☆VLTO funds › VERALTO CORP EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆CUSIP:J51699106 funds › NINTENDO CO LTD KY ORDF EXIT — 0.0% -0.0% 0.0 0 -110 0 —
☆ISRG funds › INTUITIVE SURGICAL INC EXIT — 0.0% -0.1% 0.0 0 -165 0 —
☆EWTX funds › EDGEWISE THERAPEUTICS IN EXIT — 0.0% -0.0% 0.0 0 -560 0 —
☆DECK funds › DECKERS OUTDOOR CORP EXIT — 0.0% -0.0% 0.0 0 -18 0 —
☆ALNY funds › ALNYLAM PHARMACEUTICALS EXIT — 0.0% -0.5% 0.0 0 -1,250 0 —
☆PLUG funds › PLUG PWR INC EXIT — 0.0% -0.0% 0.0 0 -340 0 —
☆CUSIP:904767704 funds › UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -218 0 —
☆ED funds › CONSOLIDATED EDISON INC EXIT — 0.0% -0.5% 0.0 0 -6,354 0 —
☆FISV funds › FISERV INC EXIT — 0.0% -0.1% 0.0 0 -836 0 —
☆LOW funds › LOWES COS INC EXIT — 0.0% -4.5% 0.0 0 -22,445 0 —
☆PLD funds › PROLOGIS INC REIT EXIT — 0.0% -0.0% 0.0 0 -260 0 —
☆KD funds › KYNDRYL HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -110 0 —
☆GOOGL funds › ALPHABET INC CLASS CLASS A EXIT — 0.0% -0.5% 0.0 0 -2,672 0 —
☆IHAK funds › ISHARES CYBERSECURITY AND TECH ETF EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆ET funds › ENERGY TRANSFER L P LP EXIT — 0.0% -0.0% 0.0 0 -2,400 0 —
☆GS funds › GOLDMAN SACHS GROUP INC EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆AAXJ funds › ISHARES MSCI ALL COUNT ASA EX JP ETF EXIT — 0.0% -0.0% 0.0 0 -110 0 —
☆XLB funds › SPDR FUND MATERIALS SELECT SECTR ETF EXIT — 0.0% -0.0% 0.0 0 -46 0 —
☆YORW funds › YORK WTR CO EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆CSCO funds › CISCO SYS INC EXIT — 0.0% -0.0% 0.0 0 -413 0 —
☆VV funds › VANGUARD LARGE CAP ETF EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES IN EXIT — 0.0% -0.0% 0.0 0 -24 0 —
☆TAN funds › INVSC SOLAR ETF EXIT — 0.0% -0.0% 0.0 0 -56 0 —
☆ESG funds › FLEXSHS STOXX US ESG SLCT INDX ETF EXIT — 0.0% -0.0% 0.0 0 -250 0 —
☆SO funds › SOUTHERN CO EXIT — 0.0% -0.2% 0.0 0 -2,280 0 —
☆CIBR funds › FIRST TRUST NASDAQ CYBRSCRTY ETF EXIT — 0.0% -0.0% 0.0 0 -250 0 —
☆LCID funds › LUCID GROUP INC EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆DHR funds › DANAHER CORP EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆ABBNY funds › ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT ADR 0.0% -0.0% 0.0 0 -200 0 —
☆BAH funds › BOOZ ALLEN HAMILTON HLDGCLASS A EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆WAT funds › WATERS CORP EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆LITE funds › LUMENTUM HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -18 0 —
☆BFA funds › BROWN FORMAN CORP CLASS A EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆VTI funds › VANGUARD TOTAL STOCK MARKET ETF EXIT — 0.0% -0.6% 0.0 0 -2,258 0 —
☆CRH funds › CRH PUBLIC LIMITED CO F EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆PKB funds › INVESCO BUILDING AND CONSTRCTN ETF EXIT — 0.0% -0.0% 0.0 0 -307 0 —
☆CTVA funds › CORTEVA INC EXIT — 0.0% -0.0% 0.0 0 -754 0 —
☆NEM funds › NEWMONT CORP EXIT — 0.0% -0.1% 0.0 0 -1,531 0 —
☆CVX funds › CHEVRON CORP NEW EXIT — 0.0% -0.2% 0.0 0 -1,526 0 —
☆BAC funds › BANK OF AMERICA CORP EXIT — 0.0% -0.2% 0.0 0 -4,942 0 —
☆CAVA funds › CAVA GROUP INC EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆BAI funds › ISHARES AI INVATN AND TEC ACT ETF EXIT — 0.0% -0.2% 0.0 0 -7,295 0 —
☆FGPR funds › FERRELLGAS PARTNERS L LP EXIT — 0.0% -0.0% 0.0 0 -38 0 —
☆XLK funds › TECHNOLOGY SELECT SECTORSPDR ETF EXIT — 0.0% -0.1% 0.0 0 -620 0 —
☆UPS funds › UNITED PARCEL SVC INC CLASS B EXIT — 0.0% -0.6% 0.0 0 -8,496 0 —
☆ENTG funds › ENTEGRIS INC EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆TLT funds › ISHARES 20 PLS YEAR TREASURY BND ETF EXIT — 0.0% -0.4% 0.0 0 -5,500 0 —
☆SAP funds › SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆CMCSA funds › COMCAST CORP NEW CLASS A EXIT — 0.0% -0.0% 0.0 0 -600 0 —
☆MRNA funds › MODERNA INC EXIT — 0.0% -0.0% 0.0 0 -700 0 —
☆SIEGY funds › SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -366 0 —
☆CUSIP:921910733 funds › VANGUARD ESG US STOCK ETF EXIT — 0.0% -0.0% 0.0 0 -136 0 —
☆SONY funds › SONY GROUP CORP FTRADES WITH DUE BILLS EXIT — 0.0% -0.0% 0.0 0 -750 0 —
☆HYG funds › ISHARES IBOXX HIGH YIELDBOND ETF EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆BJ funds › BJS WHSL CLUB HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆CUSIP:143658300 funds › CARNIVAL CORP F EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆ARTY funds › ISHARES FUTURE AI AND TECH ETF EXIT — 0.0% -0.2% 0.0 0 -6,185 0 —
☆PYPL funds › PAYPAL HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -140 0 —
☆TDY funds › TELEDYNE TECHNOLOGIES IN EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆F funds › FORD MTR CO DEL EXIT — 0.0% -0.1% 0.0 0 -10,457 0 —
☆CCI funds › CROWN CASTLE INC REIT REIT EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆EGP funds › EASTGROUP PPTYS INC REIT EXIT — 0.0% -0.0% 0.0 0 -180 0 —
☆AMAT funds › APPLIED MATLS INC EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆OTIS funds › OTIS WORLDWIDE CORP EXIT — 0.0% -0.0% 0.0 0 -450 0 —
☆REGN funds › REGENERON PHARMACEUTICAL EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆VOX funds › VANGUARD COMMUNICATION SERVICES ETF EXIT — 0.0% -0.0% 0.0 0 -54 0 —
☆KO funds › THE COCA-COLA CO EXIT — 0.0% -0.0% 0.0 0 -463 0 —
☆CUSIP:038CVR015 funds › CONTRA APPLIED GENETIC EXIT — 0.0% +0.0% 0.0 0 -140 0 —
☆IVOV funds › VANGUARD S&P MID CAP 400VALUE ETF EXIT — 0.0% -0.0% 0.0 0 -600 0 —
☆XLF funds › SELECT STR FINANCIAL SELECT SPDR ETF EXIT — 0.0% -0.0% 0.0 0 -368 0 —
☆RWL funds › INVESCO S P 500 REVENUE ETF EXIT — 0.0% -0.0% 0.0 0 -119 0 —
☆NEE funds › NEXTERA ENERGY INC EXIT — 0.0% -0.5% 0.0 0 -8,505 0 —
☆BA funds › BOEING CO EXIT — 0.0% -0.1% 0.0 0 -802 0 —
☆CUSIP:45166V205 funds › IDEANOMICS INC EXIT — 0.0% -0.0% 0.0 0 -6,254 0 —
☆EXEL funds › EXELIXIS INC EXIT — 0.0% -0.0% 0.0 0 -1,500 0 —
☆ABBV funds › ABBVIE INC EXIT — 0.0% -4.7% 0.0 0 -25,371 0 —
☆IEFA funds › ISHARES CORE MSCI EAFE ETF EXIT — 0.0% -0.0% 0.0 0 -122 0 —
☆QCOM funds › QUALCOMM INC EXIT — 0.0% -0.2% 0.0 0 -1,448 0 —
☆VG funds › VENTURE GLOBAL INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆EQNR funds › EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -870 0 —
☆CUSIP:30063P105 funds › EXACT SCIENCES CORP EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆GEV funds › GE VERNOVA INC EXIT — 0.0% -0.1% 0.0 0 -143 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.4% 0.0 0 -1,670 0 —
☆IEX funds › IDEX CORP EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆PLNH funds › PLANET 13 HLDGS INC NEV EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆FEZ funds › SPDR EURO STOXX 50 ETF EXIT — 0.0% -0.0% 0.0 0 -107 0 —
☆RTX funds › RTX CORP EXIT — 0.0% -1.2% 0.0 0 -8,940 0 —
☆COF funds › CAPITAL ONE FINL CORP EXIT — 0.0% -0.0% 0.0 0 -154 0 —
☆CR funds › CRANE CO EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆CUSIP:021242102 funds › ALT HSE CANNABIS INC F EXIT — 0.0% +0.0% 0.0 0 -51 0 —
☆AVGO funds › BROADCOM INC EXIT — 0.0% -0.2% 0.0 0 -950 0 —
☆VB funds › VANGUARD SMALL CAP ETF EXIT — 0.0% -0.1% 0.0 0 -278 0 —
☆ADP funds › AUTOMATIC DATA PROCESSIN EXIT — 0.0% -0.1% 0.0 0 -303 0 —
☆MRK funds › MERCK & CO. INC. EXIT — 0.0% -0.2% 0.0 0 -2,437 0 —
☆BIIB funds › BIOGEN INC EXIT — 0.0% -0.5% 0.0 0 -4,810 0 —
☆JEPQ funds › J P MORGAN NASDAQ EQT PRM INC ETF EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆DEO funds › DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -65 0 —
☆D funds › DOMINION ENERGY INC EXIT — 0.0% -0.2% 0.0 0 -3,100 0 —
☆FBIN funds › FORTUNE BRANDS INNOVATIO EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆FFIV funds › F5 INC EXIT — 0.0% -0.0% 0.0 0 -140 0 —
☆CLSK funds › CLEANSPARK INC EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆WFC funds › WELLS FARGO & CO EXIT — 0.0% -0.1% 0.0 0 -895 0 —
☆MUR funds › MURPHY OIL CORP EXIT — 0.0% -0.0% 0.0 0 -800 0 —
☆RHHBY funds › ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆IBM funds › IBM CORP EXIT — 0.0% -0.1% 0.0 0 -560 0 —
☆DLTR funds › DOLLAR TREE INC EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆IJS funds › ISHARES S&P SMALL CAP 600 ETF EXIT — 0.0% -0.1% 0.0 0 -604 0 —
☆V funds › VISA INC CLASS A EXIT — 0.0% -1.1% 0.0 0 -3,994 0 —
☆XLC funds › COMMUNICAT SVS SLCT SEC SPDR ETF EXIT — 0.0% -0.0% 0.0 0 -60 0 —
☆SRE funds › SEMPRA EXIT — 0.0% -0.0% 0.0 0 -36 0 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF EXIT — 0.0% -0.1% 0.0 0 -840 0 —
☆EW funds › EDWARDS LIFESCIENCES COR EXIT — 0.0% -0.0% 0.0 0 -352 0 —
☆AMZN funds › AMAZON.COM INC EXIT — 0.0% -2.0% 0.0 0 -11,459 0 —
☆USB funds › US BANCORP DEL EXIT — 0.0% -0.1% 0.0 0 -1,750 0 —
☆INCY funds › INCYTE CORP EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆CP funds › CANADIAN PACIFIC KAN F EXIT — 0.0% -0.0% 0.0 0 -326 0 —
☆RMD funds › RESMED INC EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆CUSIP:931CVR013 funds › WALGREENS BOOTS ALLIANCE EXIT — 0.0% +0.0% 0.0 0 -380 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆KLAC funds › KLA CORP EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆VIG funds › VANGUARD DIVIDEND APPRECIATION ETF EXIT — 0.0% -0.6% 0.0 0 -3,634 0 —
☆CVS funds › CVS HEALTH CORP EXIT — 0.0% -0.0% 0.0 0 -185 0 —
☆MS funds › MORGAN STANLEY EXIT — 0.0% -0.0% 0.0 0 -273 0 —
☆MSEX funds › MIDDLESEX WTR CO EXIT — 0.0% -0.0% 0.0 0 -785 0 —
☆YUM funds › YUM BRANDS INC EXIT — 0.0% -0.0% 0.0 0 -175 0 —
☆VO funds › VANGUARD MID CAP ETF EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆DNTH funds › DIANTHUS THERAPEUTICS IN EXIT — 0.0% -0.0% 0.0 0 -221 0 —
☆AMGN funds › AMGEN INC EXIT — 0.0% -2.2% 0.0 0 -9,755 0 —
☆NVS funds › NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -464 0 —
☆MMM funds › 3M CO EXIT — 0.0% -0.1% 0.0 0 -978 0 —
☆TOST funds › TOAST INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -250 0 —
☆BITO funds › PROSHARES BITCOIN ETF EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆CUSIP:G4474Y214 funds › JANUS HENDERSON GROUP F EXIT — 0.0% -0.0% 0.0 0 -333 0 —
☆WELL funds › WELLTOWER INC REIT EXIT — 0.0% -0.0% 0.0 0 -55 0 —
☆SBRA funds › SABRA HEALTH CARE REIT IREIT EXIT — 0.0% -0.0% 0.0 0 -110 0 —
☆TAK funds › TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -3,927 0 —
☆JEPI funds › JPMORGAN EQUITY PREMIUM INCOME ETF EXIT — 0.0% -0.0% 0.0 0 -550 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -1,565 0 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGI EXIT — 0.0% -0.0% 0.0 0 -190 0 —
☆MGK funds › VANGUARD MEGA CAP GROWTHETF EXIT — 0.0% -0.3% 0.0 0 -917 0 —
☆NOC funds › NORTHROP GRUMMAN CORP EXIT — 0.0% -0.1% 0.0 0 -271 0 —
☆NBIS funds › NEBIUS GROUP N V A FCLASS A EXIT — 0.0% -0.1% 0.0 0 -800 0 —
☆TXN funds › TEXAS INSTRS INC EXIT — 0.0% -0.1% 0.0 0 -705 0 —
☆DELL funds › DELL TECHNOLOGIES INC CLASS C EXIT — 0.0% -0.0% 0.0 0 -324 0 —
☆CEG funds › CONSTELLATION ENERGY COR EXIT — 0.0% -0.2% 0.0 0 -700 0 —
☆A funds › AGILENT TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆CAT funds › CATERPILLAR INC EXIT — 0.0% -0.4% 0.0 0 -1,057 0 —
☆LMT funds › LOCKHEED MARTIN CORP EXIT — 0.0% -0.4% 0.0 0 -987 0 —
☆DIVO funds › AMPLIFY CWP ENHANCED DIVINM ETF EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆ANET funds › ARISTA NETWORKS INC EXIT — 0.0% -0.0% 0.0 0 -112 0 —
☆HPE funds › HEWLETT PACKARD ENTERPRI EXIT — 0.0% -0.0% 0.0 0 -601 0 —
☆DVY funds › ISHARES SELECT DIVIDEND ETF EXIT — 0.0% -0.1% 0.0 0 -1,145 0 —
☆BMY funds › BRISTOL MYERS SQUIBB CO EXIT — 0.0% -0.0% 0.0 0 -776 0 —
☆DNP funds › DNP SELECT INCOME CF EXIT — 0.0% -0.0% 0.0 0 -1,234 0 —
☆WTS funds › WATTS WATER TECHNOLOGIESCLASS A EXIT — 0.0% -0.0% 0.0 0 -9 0 —
☆VUG funds › VANGUARD GROWTH ETF EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆ARTNA funds › ARTESIAN RES CORP CLASS A EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆SPYV funds › SPDR S&P 500 VALUE ETF EXIT — 0.0% -0.1% 0.0 0 -1,322 0 —
☆ZBH funds › ZIMMER BIOMET HLDGS INC EXIT — 0.0% -0.1% 0.0 0 -816 0 —
☆SCCO funds › SOUTHERN COPPER CORP EXIT — 0.0% -0.1% 0.0 0 -1,542 0 —
☆ASML funds › ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆APD funds › AIR PRODS & CHEMS INC EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆EMB funds › ISHARES JPMORGAN USD MTSBOND ETF EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆SCHO funds › SCHWAB SHORT TERM US TREASURY ETF EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆VTR funds › VENTAS INC REIT EXIT — 0.0% -0.0% 0.0 0 -393 0 —
☆CUSIP:34459U504 funds › FONIX CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 07/06/12 EXIT — 0.0% +0.0% 0.0 0 -4 0 —
☆XLV funds › SELECT SECTOR HEALTH CARE SPDR ETF EXIT — 0.0% -0.0% 0.0 0 -73 0 —
☆DGRO funds › ISHARES CORE DIVIDEND GROWTH ETF EXIT — 0.0% -0.8% 0.0 0 -15,278 0 —
☆CGW funds › INVSC S P GLOBAL WATER INDEX ETF EXIT — 0.0% -0.0% 0.0 0 -400 0 —
☆IJH funds › ISHARES CORE S&P MID CAPETF EXIT — 0.0% -0.6% 0.0 0 -11,045 0 —
☆AWK funds › AMERICAN WTR WKS CO INC EXIT — 0.0% -0.0% 0.0 0 -35 0 —
☆SYY funds › SYSCO CORP EXIT — 0.0% -0.1% 0.0 0 -800 0 —
☆SEIC funds › SEI INVTS CO EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆POOL funds › POOL CORP EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆GLD funds › SPDR GOLD SHARES ETF EXIT — 0.0% -0.6% 0.0 0 -2,210 0 —
☆EPD funds › ENTERPRISE PRODS PART LP EXIT — 0.0% -0.0% 0.0 0 -950 0 —
☆CUSIP:23126M102 funds › CURALEAF HLDGS INC F EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆RJF funds › RAYMOND JAMES FINL INC EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆BXSL funds › BLACKSTONE SECD LENDING EXIT — 0.0% -0.0% 0.0 0 -21 0 —
☆EXC funds › EXELON CORP EXIT — 0.0% -0.2% 0.0 0 -4,864 0 —
☆VWO funds › VANGUARD FTSE EMERGING MARKETS ETF EXIT — 0.0% -0.0% 0.0 0 -231 0 —
☆META funds › META PLATFORMS INC CLASS A EXIT — 0.0% -0.2% 0.0 0 -335 0 —
☆BRKB funds › BERKSHIRE HATHAWAY CLASS B EXIT — 0.0% -1.8% 0.0 0 -4,568 0 —
☆GPC funds › GENUINE PARTS CO EXIT — 0.0% -0.0% 0.0 0 -114 0 —
☆JCI funds › JOHNSON CONTROLS INT F EXIT — 0.0% -0.0% 0.0 0 -530 0 —
☆BCRX funds › BIOCRYST PHARMACEUTICALS EXIT — 0.0% -0.0% 0.0 0 -2,500 0 —
☆KMB funds › KIMBERLY CLARK CORP EXIT — 0.0% -0.1% 0.0 0 -1,475 0 —
☆MTD funds › METTLER-TOLEDO INTL INC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆FAST funds › FASTENAL CO EXIT — 0.0% -0.0% 0.0 0 -92 0 —
☆CUSIP:079ESC026 funds › BELLICUM PHARMACEUTICXXXPENDING POSSIBLE FUTURE EFF: 03/04/24 EXIT — 0.0% +0.0% 0.0 0 -11 0 —
☆UAMY funds › US ANTIMONY CORP EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆MDLZ funds › MONDELEZ INTL INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -58 0 —
☆GGG funds › GRACO INC EXIT — 0.0% -0.0% 0.0 0 -34 0 —
☆IVE funds › ISHARES S&P 500 VALUE ETF EXIT — 0.0% -0.3% 0.0 0 -1,682 0 —
☆GILD funds › GILEAD SCIENCES INC EXIT — 0.0% -0.2% 0.0 0 -2,480 0 —
☆MDT funds › MEDTRONIC PLC F EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF EXIT — 0.0% -0.0% 0.0 0 -144 0 —
☆DVN funds › DEVON ENERGY CORP NEW EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT — 0.0% -0.1% 0.0 0 -950 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -5.7% 0.0 0 -16,041 0 —
☆HL funds › HECLA MNG CO EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆ITW funds › ILLINOIS TOOL WKS INC EXIT — 0.0% -0.0% 0.0 0 -18 0 —
☆EPRT funds › ESSENTIAL PPTYS RLTY TR REIT EXIT — 0.0% -0.0% 0.0 0 -880 0 —
☆EXP funds › EAGLE MATLS INC EXIT — 0.0% -0.0% 0.0 0 -18 0 —
☆TARS funds › TARSUS PHARMACEUTICALS I EXIT — 0.0% -0.0% 0.0 0 -450 0 —
☆VOO funds › VANGUARD S&P 500 ETF EXIT — 0.0% -0.3% 0.0 0 -529 0 —
☆TFC funds › TRUIST FINL CORP EXIT — 0.0% -0.0% 0.0 0 -106 0 —
☆WMB funds › WILLIAMS COS INC EXIT — 0.0% -0.0% 0.0 0 -788 0 —
☆HSY funds › HERSHEY CO EXIT — 0.0% -0.0% 0.0 0 -324 0 —
☆PATH funds › UIPATH INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆EA funds › ELECTRONIC ARTS INC EXIT — 0.0% -0.0% 0.0 0 -38 0 —
☆NGG funds › NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -183 0 —
☆COO funds › COOPER COS INC EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆MET funds › METLIFE INC EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆SCHD funds › SCHWAB US DIVIDEND EQUITY ETF EXIT — 0.0% -0.1% 0.0 0 -6,160 0 —
☆DLR funds › DIGITAL RLTY TR INC REIT EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆SNDX funds › SYNDAX PHARMACEUTICALS I EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆XYZ funds › BLOCK INC A CLASS CLASS A EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.1% 0.0 0 -178 0 —
☆CUSIP:559CVR022 funds › MAGENTA THERAPE EXIT — 0.0% +0.0% 0.0 0 -2,700 0 —
☆STE funds › STERIS PLC F EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆BUZZ funds › VANECK SOCIAL SENTIMENT ETF EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆AIA funds › ISHARES ASIA 50 ETF EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆SPYG funds › SPDR S&P 500 GROWTH ETF EXIT — 0.0% -0.3% 0.0 0 -3,060 0 —
☆SSO funds › PROSHARES ULTRA S&P 500 ETF EXIT — 0.0% -4.5% 0.0 0 -50,264 0 —
☆MRVL funds › MARVELL TECHNOLOGY INC EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆ACM funds › AECOM EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆NUVL funds › NUVALENT INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -350 0 —
☆ORCL funds › ORACLE CORP EXIT — 0.0% -0.2% 0.0 0 -700 0 —
☆BAX funds › BAXTER INTL INC EXIT — 0.0% -0.0% 0.0 0 -42 0 —
☆NBIX funds › NEUROCRINE BIOSCIENCES I EXIT — 0.0% -0.1% 0.0 0 -1,000 0 —
☆GOOG funds › ALPHABET INC CLASS C EXIT — 0.0% -1.2% 0.0 0 -6,372 0 —
☆NVDA funds › NVIDIA CORP EXIT — 0.0% -0.9% 0.0 0 -6,106 0 —
☆PCG funds › PG&E CORP EXIT — 0.0% -0.0% 0.0 0 -1,203 0 —
☆SCHA funds › SCHWAB US SMALL CAP ETF EXIT — 0.0% -0.0% 0.0 0 -1,200 0 —
☆LIN funds › LINDE PLC F EXIT — 0.0% -0.2% 0.0 0 -480 0 —
☆WSFS funds › WSFS FINL CORP EXIT — 0.0% -0.0% 0.0 0 -600 0 —
☆AEP funds › AMERICAN ELEC PWR CO INC EXIT — 0.0% -0.4% 0.0 0 -4,100 0 —
☆ZTS funds › ZOETIS INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -96 0 —
☆TQQQ funds › PROSHARES ULTRAPRO QQQ ETF EXIT — 0.0% -0.1% 0.0 0 -1,400 0 —
☆SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF EXIT — 0.0% -0.0% 0.0 0 -400 0 —
☆COST funds › COSTCO WHSL CORP NEW EXIT — 0.0% -0.3% 0.0 0 -432 0 —
☆BFLY funds › BUTTERFLY NETWORK INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -10,000 0 —
☆AMD funds › ADVANCED MICRO DEVIC EXIT — 0.0% -0.1% 0.0 0 -792 0 —
☆CUSIP:692732209 funds › OZOP ENERGY SOLUTIONS IN EXIT — 0.0% +0.0% 0.0 0 -214 0 —
☆IGIB funds › ISHARES TRT IS 5-10 INV GR CR BD ETF EXIT — 0.0% -0.0% 0.0 0 -99 0 —
☆WM funds › WASTE MGMT INC DEL EXIT — 0.0% -0.5% 0.0 0 -2,590 0 —
☆CB funds › CHUBB LTD F EXIT — 0.0% -0.0% 0.0 0 -105 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆ADEA funds › ADEIA INC EXIT — 0.0% -0.0% 0.0 0 -115 0 —
☆INFY funds › INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -107 0 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOF EXIT — 0.0% -0.0% 0.0 0 -54 0 —
☆WMT funds › WALMART INC EXIT — 0.0% -0.3% 0.0 0 -3,244 0 —
☆RVMD funds › REVOLUTION MEDICINES INC EXIT — 0.0% -0.0% 0.0 0 -350 0 —
☆P funds › PURE STORAGE INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆JNJ funds › JOHNSON & JOHNSON EXIT — 0.0% -0.5% 0.0 0 -3,498 0 —
☆CUSIP:096CVR048 funds › BLUEPRINT MEDICINES CORP EXIT — 0.0% +0.0% 0.0 0 -200 0 —
☆RRC funds › RANGE RES CORP EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INCLASS A EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆BRO funds › BROWN & BROWN INC EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆LNC funds › LINCOLN NATL CORP IND EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆BDX funds › BECTON DICKINSON & CO EXIT — 0.0% -0.2% 0.0 0 -1,330 0 —
☆TEL funds › TE CONNECTIVITY PLC F EXIT — 0.0% -0.0% 0.0 0 -138 0 —
☆DOC funds › HEALTHPEAK PPTYS INC REIT EXIT — 0.0% -0.0% 0.0 0 -136 0 —
☆SDZNY funds › SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -52 0 —
☆ARKG funds › ARK GENOMIC REVOLUTION ETF EXIT — 0.0% -0.0% 0.0 0 -600 0 —
☆ANIX funds › ANIXA BIOSCIENCES INC EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆INO funds › INOVIO PHARMACEUTICALS I EXIT — 0.0% -0.0% 0.0 0 -404 0 —
☆PFE funds › PFIZER INC EXIT — 0.0% -0.0% 0.0 0 -2,228 0 —
☆B funds › BARRICK MNG CORP F EXIT — 0.0% -0.0% 0.0 0 -1,250 0 —
☆XYLG funds › GLOBAL X S AND P 500 COVR CALL ETF EXIT — 0.0% -0.0% 0.0 0 -317 0 —
☆PANW funds › PALO ALTO NETWORKS INC EXIT — 0.0% -0.0% 0.0 0 -57 0 —
☆BNY funds › BANK NEW YORK MELLON COR EXIT — 0.0% -0.1% 0.0 0 -1,082 0 —
☆AVB funds › AVALONBAY CMNTYS INC REIT EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆LIT funds › GLOBAL X LITHIUM BATTERYTECH ETF EXIT — 0.0% -0.0% 0.0 0 -761 0 —
☆ETN funds › EATON CORP PLC F EXIT — 0.0% -0.0% 0.0 0 -163 0 —
☆ABT funds › ABBOTT LABS EXIT — 0.0% -2.0% 0.0 0 -18,698 0 —
☆CUSIP:313586737 funds › FEDERAL NTNL 8.25 PFDPFD SER T EXIT — 0.0% -0.0% 0.0 0 -1,800 0 —
☆PAVE funds › GLOBAL X US INFRA DVLPMNT ETF EXIT — 0.0% -0.0% 0.0 0 -700 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.2% 0.0 0 -1,632 0 —
☆BIRD funds › ALLBIRDS INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -27 0 —
☆LUV funds › SOUTHWEST AIRLS CO EXIT — 0.0% -0.1% 0.0 0 -3,784 0 —
☆CARR funds › CARRIER GLOBAL CORP EXIT — 0.0% -0.1% 0.0 0 -1,250 0 —
☆STT funds › STATE STR CORP EXIT — 0.0% -0.1% 0.0 0 -704 0 —
☆QLD funds › PROSHARES ULTRA QQQ ETF EXIT — 0.0% -4.9% 0.0 0 -44,870 0 —
☆UWM funds › PROSHARES ULTRA RUSSELL 2000 ETF EXIT — 0.0% -2.6% 0.0 0 -71,360 0 —
☆BND funds › VANGUARD TOTAL BOND MARKET ETF EXIT — 0.0% -0.1% 0.0 0 -1,244 0 —
☆PRU funds › PRUDENTIAL FINL INC EXIT — 0.0% -0.1% 0.0 0 -628 0 —
☆ERAS funds › ERASCA INC EXIT — 0.0% -0.0% 0.0 0 -15,000 0 —
☆JKHY funds › HENRY JACK & ASSOC INC EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆CAH funds › CARDINAL HEALTH INC EXIT — 0.0% -0.0% 0.0 0 -156 0 —
☆CMI funds › CUMMINS INC EXIT — 0.0% -0.9% 0.0 0 -2,715 0 —
☆UNP funds › UNION PAC CORP EXIT — 0.0% -0.1% 0.0 0 -312 0 —
☆INTC funds › INTEL CORP EXIT — 0.0% -0.0% 0.0 0 -785 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -4.2% 0.0 0 -16,763 0 —
☆BXC funds › BLUELINX HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆CC funds › CHEMOURS CO EXIT — 0.0% -0.0% 0.0 0 -577 0 —
☆ROK funds › ROCKWELL AUTOMATION INC EXIT — 0.0% -0.4% 0.0 0 -1,610 0 —
☆URA funds › GLOBAL X URANIUM ETF EXIT — 0.0% -0.0% 0.0 0 -750 0 —
☆IGPT funds › INVESCO AI AD NEXT GEN SFTWE ETF EXIT — 0.0% -0.2% 0.0 0 -4,830 0 —
☆SPY funds › SPDR S&P 500 ETF EXIT — 0.0% -1.6% 0.0 0 -3,023 0 —
☆USTB funds › VICTORYSHARES SHORT-TERMBOND ETF EXIT — 0.0% -0.0% 0.0 0 -280 0 —
☆PFF funds › ISHARES PREFERRED INCOMESEC ETF EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆BMEZ funds › BLACKROCK HEALTH SCIENCE EXIT — 0.0% -0.0% 0.0 0 -630 0 —
☆WRB funds › BERKLEY W R CORP EXIT — 0.0% -0.1% 0.0 0 -1,012 0 —
☆UHS funds › UNIVERSAL HEALTH SVCS INCLASS B EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆CUSIP:831006309 funds › SLANG WORLDWIDE INC F EXIT — 0.0% +0.0% 0.0 0 -20 0 —
☆SCHB funds › SCHWAB US BROAD MARKET ETF EXIT — 0.0% -0.3% 0.0 0 -13,100 0 —
☆AIQ funds › GLOBAL X FUND GLB X ART INTL TGY ETF EXIT — 0.0% -0.3% 0.0 0 -6,905 0 —
☆AKAM funds › AKAMAI TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -240 0 —
☆AVUV funds › AVANTIS US SMALL CAP VALUE ETF EXIT — 0.0% -0.1% 0.0 0 -1,100 0 —
☆CIFR funds › CIPHER MNG INC EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆DUK funds › DUKE ENERGY CORP NEW EXIT — 0.0% -0.9% 0.0 0 -9,166 0 —
☆AAPL funds › APPLE INC EXIT — 0.0% -10.4% 0.0 0 -51,146 0 —
☆FBCG funds › FIDELITY BLUE CHIP GROWTH ETF EXIT — 0.0% -0.0% 0.0 0 -409 0 —
☆EME funds › EMCOR GROUP INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆MSFT funds › MICROSOFT CORP EXIT — 0.0% -4.4% 0.0 0 -10,560 0 —
☆TGT funds › TARGET CORP EQUITY CLASS EQUITY EXIT — 0.0% -0.0% 0.0 0 -371 0 —
☆TRMB funds › TRIMBLE INC EXIT — 0.0% -0.0% 0.0 0 -400 0 —
☆GD funds › GENERAL DYNAMICS CORP EXIT — 0.0% -0.6% 0.0 0 -2,249 0 —
☆OGN funds › ORGANON & CO EXIT — 0.0% -0.0% 0.0 0 -165 0 —
☆ICLN funds › ISHARES GLOBAL CLEAN ENERGY ETF EXIT — 0.0% -0.0% 0.0 0 -2,940 0 —
☆IWM funds › ISHARES RUSSELL 2000 ETF EXIT — 0.0% -0.1% 0.0 0 -665 0 —
☆EOG funds › EOG RES INC EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆BST funds › BLACKROCK SCIENCE TECHNO EXIT — 0.0% -0.0% 0.0 0 -160 0 —
☆DAL funds › DELTA AIR LINES INC DEL EXIT — 0.0% -0.0% 0.0 0 -450 0 —
☆SPSC funds › SPS COMM INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆WY funds › WEYERHAEUSER CO REIT EXIT — 0.0% -0.0% 0.0 0 -160 0 —
☆PSX funds › PHILLIPS 66 EXIT — 0.0% -0.0% 0.0 0 -455 0 —
☆ABNB funds › AIRBNB INC CLASS A EXIT — 0.0% -0.0% 0.0 0 -70 0 —
☆SU funds › SUNCOR ENERGY INC NEW F EXIT — 0.0% -0.0% 0.0 0 -690 0 —
☆PHO funds › INVSC WATER RESC PORTFOLIO ETF EXIT — 0.0% -0.1% 0.0 0 -1,550 0 —
☆NVO funds › NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆QYLG funds › GLOBAL X NASDQ 100 CV CAL GRW ETF EXIT — 0.0% -0.0% 0.0 0 -711 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q4 0 0 0.50 0% 0.000 0.000 — left
2025Q3 126 415 0.06 49% 0.033 0.309 — in
2025Q2 110 403 0.08 48% 0.031 0.285 — entered
2025Q1 105 416 0.00 47% 0.032 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status