Change Path, LLC
- SEC CIK
- 0001739728
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 1,109
- +53 vs. Q1 2025
- Portfolio value
- $3.82B
- +$474.2M (+14.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Strategy Shs86280R811 | EVEN HIGH DI ETF | 273,505 | $6.95M | 0.2% | +10,941+4.2% | Added | – |
| Elevation Series Trust210322202 | SOVE CAP FLOU FD | 229,864 | $6.93M | 0.2% | +11,735+5.4% | Added | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 293,875 | $6.72M | 0.2% | −2,332−0.8% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 74,865 | $6.69M | 0.2% | +6,960+10.2% | Added | – |
| PMPhilip Morris International Inc. | Stock | 36,660 | $6.68M | 0.2% | +1,379+3.9% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 249,662 | $6.66M | 0.2% | −2,753−1.1% | Reduced | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 126,521 | $6.63M | 0.2% | −5,074−3.9% | Reduced | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 217,747 | $6.57M | 0.2% | −4,878−2.2% | Reduced | – |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 84,165 | $6.53M | 0.2% | +24,317+40.6% | Added | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 128,649 | $6.53M | 0.2% | +1,560+1.2% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 267,594 | $6.52M | 0.2% | −735−0.3% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 257,998 | $6.46M | 0.2% | −416−0.2% | Reduced | – |
| CVXChevron Corp | Stock | 44,910 | $6.43M | 0.2% | +3,267+7.8% | Added | History |
| PEPPepsiCo Inc | Stock | 47,932 | $6.33M | 0.2% | −743−1.5% | Reduced | History |
| MAMastercard Inc | Stock | 11,243 | $6.32M | 0.2% | −95−0.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 35,272 | $6.26M | 0.2% | +4,259+13.7% | Added | History |
| ZGZillow Group, Inc. | CL A | 91,227 | $6.25M | 0.2% | −44,911−33.0% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 235,377 | $6.24M | 0.2% | −114,495−32.7% | Reduced | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 149,865 | $6.23M | 0.2% | +13,522+9.9% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 81,397 | $6.19M | 0.2% | −6,372−7.3% | Reduced | – |
| Flexshares Tr33939L779 | DISCP DUR MBS | 298,885 | $6.19M | 0.2% | −2,682−0.9% | Reduced | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 71,188 | $6.13M | 0.2% | +8,948+14.4% | Added | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 127,290 | $6.11M | 0.2% | +107,168+532.6% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 61,393 | $6.09M | 0.2% | +8,856+16.9% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 143,506 | $6.06M | 0.2% | +8,485+6.3% | Added | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 127,356 | $6.06M | 0.2% | −4,161−3.2% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 84,766 | $5.88M | 0.2% | +5,345+6.7% | Added | History |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 116,002 | $5.81M | 0.2% | +106,635+1,138.4% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 53,748 | $5.79M | 0.2% | +262+0.5% | Added | History |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 115,626 | $5.78M | 0.2% | +110,786+2,289.0% | Added | – |
| Ssga Active Tr78470P408 | STATE STREET US | 104,843 | $5.76M | 0.2% | +5,875+5.9% | Added | – |
| DEDeere & Co | Stock | 11,241 | $5.72M | 0.1% | +140+1.3% | Added | History |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 160,647 | $5.71M | 0.1% | +7,879+5.2% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,443 | $5.71M | 0.1% | +744+5.9% | Added | – |
| PFEPfizer Inc | Stock | 235,258 | $5.70M | 0.1% | +56,745+31.8% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 40,538 | $5.62M | 0.1% | −1,875−4.4% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 27,348 | $5.60M | 0.1% | +2,378+9.5% | Added | History |
| Timothy Plan887432342 | U S SM CP CORE | 143,059 | $5.53M | 0.1% | +6,445+4.7% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 66,683 | $5.53M | 0.1% | +28,403+74.2% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 147,003 | $5.51M | 0.1% | +38,605+35.6% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 8,310 | $5.51M | 0.1% | −332−3.8% | Reduced | – |
| TROWPrice T Rowe Group Inc | Stock | 57,039 | $5.50M | 0.1% | +8,329+17.1% | Added | History |
| MCKMcKesson Corp | Stock | 7,504 | $5.50M | 0.1% | −1,221−14.0% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 83,613 | $5.48M | 0.1% | +16,638+24.8% | Added | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 110,591 | $5.29M | 0.1% | +5,676+5.4% | Added | – |
| JNJJohnson & Johnson | Stock | 34,203 | $5.22M | 0.1% | −455−1.3% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 58,656 | $5.18M | 0.1% | +2,497+4.4% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 119,796 | $5.07M | 0.1% | +482+0.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 53,090 | $5.06M | 0.1% | +20,795+64.4% | Added | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 11,480 | $5.06M | 0.1% | +383+3.5% | Added | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 105,237 | $5.05M | 0.1% | +4,162+4.1% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 7,066 | $5.00M | 0.1% | +127+1.8% | Added | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 115,153 | $4.97M | 0.1% | +8,916+8.4% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 62,219 | $4.95M | 0.1% | +30,371+95.4% | Added | – |
| AMATApplied Materials Inc | Stock | 26,952 | $4.93M | 0.1% | +2,119+8.5% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 78,417 | $4.92M | 0.1% | +10,405+15.3% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 78,330 | $4.86M | 0.1% | +4,759+6.5% | Added | – |
| ORCLOracle Corp | Stock | 22,211 | $4.86M | 0.1% | +2,634+13.5% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 42,670 | $4.66M | 0.1% | +17,209+67.6% | Added | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 48,553 | $4.55M | 0.1% | +2,225+4.8% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 20,878 | $4.51M | 0.1% | −1,546−6.9% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 60,966 | $4.49M | 0.1% | +21,609+54.9% | Added | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 40,302 | $4.48M | 0.1% | +8,078+25.1% | Added | – |
| AXPAmerican Express Co | Stock | 13,996 | $4.46M | 0.1% | +1,061+8.2% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 17,384 | $4.40M | 0.1% | −2,477−12.5% | Reduced | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 190,098 | $4.37M | 0.1% | +8,563+4.7% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,688 | $4.36M | 0.1% | +1,325+20.8% | Added | History |
| iShares Tr46434V860 | TRS FLT RT BD | 85,901 | $4.35M | 0.1% | +5,128+6.3% | Added | – |
| Zacks Trust98888G808 | FOCUS GROWTH ETF | 163,335 | $4.33M | 0.1% | +6,305+4.0% | Added | – |
| CATCaterpillar Inc | Stock | 11,070 | $4.30M | 0.1% | +1,878+20.4% | Added | History |
| AMGNAmgen Inc | Stock | 15,338 | $4.28M | 0.1% | +600+4.1% | Added | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 71,037 | $4.25M | 0.1% | +14,755+26.2% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 40,321 | $4.21M | 0.1% | −2,073−4.9% | Reduced | – |
| TAT&T Inc. | Stock | 144,489 | $4.18M | 0.1% | +10,183+7.6% | Added | History |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 61,952 | $4.11M | 0.1% | +2,019+3.4% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 99,967 | $4.05M | 0.1% | −65,935−39.7% | Reduced | – |
| ACNAccenture plc | Stock | 13,472 | $4.03M | 0.1% | +7,949+143.9% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 36,018 | $3.98M | 0.1% | −2,322−6.1% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 12,741 | $3.97M | 0.1% | +265+2.1% | Added | History |
| iShares Tr46435G524 | INTL DIV GRWTH | 50,317 | $3.97M | 0.1% | −12,923−20.4% | Reduced | – |
| UNPUnion Pacific Corp | Stock | 17,211 | $3.96M | 0.1% | +113+0.7% | Added | History |
| BACBank of America Corp | Stock | 83,039 | $3.93M | 0.1% | +626+0.8% | Added | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 77,150 | $3.88M | 0.1% | −28,798−27.2% | Reduced | – |
| BXBlackstone Inc. | COM | 25,870 | $3.87M | 0.1% | +3,107+13.6% | Added | History |
| SLViShares Silver Trust | ETF | 117,502 | $3.86M | 0.1% | +76,841+189.0% | Added | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 92,977 | $3.84M | 0.1% | −762−0.8% | Reduced | – |
| KOCoca Cola Co | Stock | 53,291 | $3.77M | 0.1% | −519−1.0% | Reduced | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 31,655 | $3.77M | 0.1% | −8,607−21.4% | Reduced | – |
| SHWSherwin Williams Co | COM | 10,951 | $3.76M | 0.1% | −461−4.0% | Reduced | History |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 39,334 | $3.74M | 0.1% | +1,572+4.2% | Added | – |
| SPGSimon Property Group Inc. | REIT | 23,220 | $3.73M | 0.1% | +3,442+17.4% | Added | History |
| CTASCintas Corp | Stock | 16,697 | $3.72M | 0.1% | +54+0.3% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 48,011 | $3.71M | 0.1% | −276−0.6% | Reduced | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 16,969 | $3.69M | 0.1% | +9,621+130.9% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 18,900 | $3.69M | 0.1% | −836−4.2% | Reduced | – |
| RTXRTX Corp | Stock | 25,139 | $3.67M | 0.1% | +1,647+7.0% | Added | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 85,806 | $3.67M | 0.1% | −21,985−20.4% | Reduced | – |
| ABTAbbott Laboratories | Stock | 26,911 | $3.66M | 0.1% | +12,155+82.4% | Added | History |
| MCDMcDonalds Corp | Stock | 12,454 | $3.64M | 0.1% | +1,548+14.2% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 68,820 | $3.60M | 0.1% | −518−0.7% | Reduced | – |
Sold out since Q1 2025 (95)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E693 | FNDMNTL IG CRP | 152,569 | $3.63M | 0.1% | – |
| ANAutonation, Inc. | COM | 7,687 | $1.24M | <0.1% | History |
| AVTAvnet Inc | COM | 25,653 | $1.23M | <0.1% | History |
| TOLToll Brothers, Inc. | COM | 10,812 | $1.14M | <0.1% | History |
| INCYIncyte Corp | COM | 18,502 | $1.12M | <0.1% | History |
| iShares Tr46438G588 | LARG CAP SEP ETF | 44,381 | $1.11M | <0.1% | – |
| SKXSkechers USA Inc | CL A | 19,111 | $1.09M | <0.1% | History |
| Simplify Exchange Traded Fun82889N632 | ENHANCED INM ETF | 45,938 | $1.01M | <0.1% | – |
| BENFranklin Templeton Inc | COM | 44,834 | $863.1K | <0.1% | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 10,772 | $849.8K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 21,515 | $810.7K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F391 | FT VEST U.S | 23,743 | $809.6K | <0.1% | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 19,653 | $756.4K | <0.1% | – |
| VRRMVerra Mobility Corp | CL A COM STK | 33,392 | $751.7K | <0.1% | History |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 13,212 | $656.9K | <0.1% | – |
| MNSTMonster Beverage Corp | COM | 10,964 | $641.6K | <0.1% | History |
| ProShares Tr74347G184 | SHORT BITCOIN ET | 23,303 | $612.4K | <0.1% | – |
| FOURShift4 Payments, Inc. | CL A | 7,449 | $608.7K | <0.1% | History |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 16,557 | $602.2K | <0.1% | – |
| Avantis Emerging Markets Ex-Chn Eq ETF02507A101 | SHS | 12,212 | $594.0K | <0.1% | – |
| SAIASaia Inc | COM | 1,618 | $565.4K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 13,153 | $540.9K | <0.1% | History |
| NVONovo Nordisk A S | ADR | 6,359 | $441.6K | <0.1% | History |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 4,460 | $411.5K | <0.1% | – |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 18,255 | $407.8K | <0.1% | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 7,966 | $401.4K | <0.1% | – |
| DFSDiscover Financial Services | COM | 2,340 | $399.4K | <0.1% | History |
| JLLJones Lang Lasalle Inc | COM | 1,520 | $376.8K | <0.1% | History |
| CROXCrocs, Inc. | COM | 3,539 | $375.8K | <0.1% | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 7,344 | $373.8K | <0.1% | History |
| EXPEExpedia Group, Inc. | Stock | 2,195 | $369.0K | <0.1% | History |
| Capitol Ser Tr14064D519 | HULL TACTICAL | 10,050 | $366.1K | <0.1% | – |
| DVADavita Inc. | COM | 2,293 | $350.8K | <0.1% | History |
| AAAlcoa Corp | Stock | 10,681 | $325.8K | <0.1% | History |
| VLTOVeralto Corp | Stock | 3,320 | $323.5K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 12,003 | $317.5K | <0.1% | – |
| DOCSDoximity, Inc. | CL A | 5,448 | $316.1K | <0.1% | History |
| Harbor ETF Trust41151J786 | HARBOR ALPHAEDGE ADDED | 10,390 | $310.1K | <0.1% | – |
| ETSYEtsy Inc | COM | 6,531 | $308.1K | <0.1% | History |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 8,244 | $301.1K | <0.1% | – |
| EEFTEuronet Worldwide, Inc. | COM | 2,630 | $281.0K | <0.1% | History |
| TRGPTarga Resources Corp. | COM | 1,390 | $278.7K | <0.1% | History |
| CCICrown Castle Inc. | REIT | 2,548 | $265.6K | <0.1% | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 13,961 | $264.7K | <0.1% | History |
| FBMSFirst Bancshares Inc | COM | 7,800 | $263.7K | <0.1% | History |
| Timothy Plan887432359 | US LRGMD CP CORE | 6,077 | $257.9K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 4,789 | $252.5K | <0.1% | – |
| BGBunge Global SA | COM SHS | 3,211 | $245.4K | <0.1% | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,721 | $243.9K | <0.1% | – |
| PENPenumbra Inc | COM | 901 | $240.9K | <0.1% | History |
| OTTROtter Tail Corp | COM | 2,986 | $240.0K | <0.1% | History |
| OMCOmnicom Group Inc. | COM | 2,867 | $237.7K | <0.1% | History |
| SLBSLB Limited | Stock | 5,655 | $236.4K | <0.1% | History |
| UTHRUnited Therapeutics Corp | COM | 764 | $235.5K | <0.1% | History |
| OCOwens Corning | Stock | 1,649 | $235.5K | <0.1% | History |
| TSNTyson Foods, Inc. | Stock | 3,635 | $231.9K | <0.1% | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 4,522 | $224.9K | <0.1% | – |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 5,031 | $224.2K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G599 | NASDAQ BIOTECH | 10,500 | $222.5K | <0.1% | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,152 | $220.4K | <0.1% | History |
| PPCPilgrims Pride Corp | Stock | 4,002 | $218.1K | <0.1% | History |
| PSAPublic Storage | COM | 726 | $217.4K | <0.1% | History |
| Aim ETF Products Trust00888H547 | ALLIANZIM US EQT | 8,705 | $214.5K | <0.1% | – |
| PEverpure, Inc. | CL A | 4,815 | $213.2K | <0.1% | History |
| Ssga Active Tr78470P309 | ST STR MARKE ETF | 4,917 | $211.9K | <0.1% | – |
| FEFirstenergy Corp | COM | 5,225 | $211.2K | <0.1% | History |
| Vanguard World FD921910709 | EXTENDED DUR | 2,965 | $210.8K | <0.1% | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 4,503 | $209.6K | <0.1% | – |
| STLDSteel Dynamics Inc | COM | 1,667 | $208.5K | <0.1% | History |
| RJFRaymond James Financial Inc | COM | 1,498 | $208.1K | <0.1% | History |
| UNMUnum Group | Stock | 2,539 | $206.8K | <0.1% | History |
| EXEExpand Energy Corp | COM | 1,843 | $205.2K | <0.1% | History |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 1,095 | $204.0K | <0.1% | – |
| AYIAcuity Inc. (DE) | Stock | 773 | $203.6K | <0.1% | History |
| DAVEDave Inc. | CLASS A COM NEW | 2,458 | $203.2K | <0.1% | History |
| iShares Tr46435G672 | CORE INTL AGGR | 4,053 | $202.6K | <0.1% | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 6,111 | $202.5K | <0.1% | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 1,631 | $202.5K | <0.1% | History |
| BCATBlackRock Capital Allocation Term Trust | COM | 13,717 | $197.5K | <0.1% | History |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 16,400 | $175.5K | <0.1% | History |
| ALARAlarum Technologies Ltd. | ADR | 25,300 | $158.1K | <0.1% | History |
| AALAmerican Airlines Group Inc. | Stock | 13,255 | $139.8K | <0.1% | History |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 11,840 | $128.5K | <0.1% | History |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 11,500 | $118.0K | <0.1% | History |
| PFNPIMCO Income Strategy Fund II | COM | 15,150 | $114.2K | <0.1% | History |
| LXLexinFintech Holdings Ltd. | ADR | 10,557 | $106.5K | <0.1% | History |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 11,193 | $104.4K | <0.1% | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 18,935 | $100.2K | <0.1% | History |
| AWPabrdn Global Premier Properties Fund | COM SH BEN INT | 24,755 | $96.0K | <0.1% | History |
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 72,208 | $72.2K | <0.1% | – |
| DFTXDefinium Therapeutics, Inc. | Stock | 11,455 | $67.0K | <0.1% | History |
| CCELCryo Cell International Inc | COM | 10,117 | $64.4K | <0.1% | History |
| PHKPIMCO High Income Fund | COM SHS | 10,993 | $53.8K | <0.1% | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 12,960 | $7.84K | <0.1% | History |
| ALPPAlpine 4 Holdings, Inc. | CL A NEW | 20,250 | $117 | <0.1% | History |