| AbbVie (ABBV) |
|
Hold |
|
|
|
|
Hold |
|
|
| ADMA Biologics (ADMA) |
|
|
▲ Watch |
|
|
|
|
|
|
| ADT Inc. (ADT) |
|
|
|
|
|
|
|
|
Buy |
| Aegon Ltd. (AEG) |
|
|
|
|
|
|
|
|
Buy |
| AFC Gamma (AFCG) |
Buy |
|
|
|
|
|
|
|
|
| AGNC Investment Corp. (AGNC) |
|
Hold |
|
|
|
|
|
|
|
| Agnico Eagle Mines (AEM) |
|
|
|
▲ Buy 1/2 |
|
|
Buy |
▲ Hold |
|
| Airbus (EADSF) |
|
|
|
|
|
|
Buy |
|
|
| Alamos Gold (AGI) |
|
|
▲ Buy |
|
|
|
|
|
|
| Alcoa Corp. (AA) |
|
|
|
|
|
|
|
▲ Hold |
|
| Alkami Technology (ALKT) |
|
|
|
|
|
Sold |
|
|
|
| Ally Financial Inc. (ALLY) |
|
Hold |
|
|
|
|
|
|
|
| Apple (AAPL) |
|
|
▲ Buy |
|
|
|
|
|
|
| Argenx (ARGX) |
|
|
|
|
Sold |
|
|
|
|
| Artivion (AORT) |
|
|
|
|
|
Buy |
|
|
|
| AST SpaceMobile (ASTS) |
|
|
|
|
|
|
Buy |
|
|
| AvePoint (AVPT) |
|
|
|
|
|
Hold |
|
|
|
| Axogen (AXGN) |
|
|
|
|
|
Buy 1/2 |
|
|
|
| Axon Enterprise (AXON) | | | | | ▲ Buy Another 1/2 | | | | |
| Axsome Therapeutics (AXSM) |
|
|
|
|
|
|
Sold |
|
|
| Banco Santander (SAN) |
|
|
|
▲ Buy 1/2 |
|
|
Buy |
|
|
| Bank of America Corp. (BAC) |
|
|
|
|
|
|
|
|
Hold |
| Berkshire Hathaway (BRK.B) | | | | | | | | ▲ Hold | |
| Berkshire Hathaway (BRK/B) |
|
|
|
|
|
|
|
Hold |
|
| Broadcom Inc. (AVGO) |
|
Buy |
|
|
|
|
|
|
|
| Brookfield Infrastructure Ptnrs. (BIP) |
|
Hold |
|
|
|
|
|
|
|
| BYD (BYDDY) |
|
|
|
▲ Buy 1/2 |
|
|
Buy |
|
Buy |
| Carnival Corp. (CCL) |
|
|
|
|
|
|
Buy |
|
Buy |
| Carpenter Technology (CRS) |
|
|
▲ Watch |
|
|
|
|
|
|
| Centuri Holdings (CTRI) |
|
|
|
|
|
|
|
▲ Hold |
|
| Cerevel Therapeutics (CERE) |
Bought out |
|
|
|
|
|
|
|
|
| Cheesecake Factory (CAKE) |
|
|
|
|
|
|
|
|
Buy |
| Cheniere Energy Partners, L.P. (CQP) |
|
Hold |
|
|
|
|
|
|
|
| Cheniere Energy, Inc. (LNG) |
|
Hold |
|
|
|
|
|
|
|
| Chicago Atlantic BDC (LIEN) |
Buy |
|
|
|
|
|
|
|
|
| Chicago Atlantic Real Estate (REFI) |
Buy |
|
|
|
|
|
|
|
|
| Cloudflare (NET) |
|
|
▲ Watch |
|
|
|
|
|
|
| Coeur Mining (CDE) |
|
|
|
▲ Buy 1/2 |
|
|
Buy |
|
|
| Constellation Energy Corp. (CEG) |
|
Hold |
|
|
|
|
|
|
|
| CoreWeave (CRWV) |
|
|
▲ Watch |
|
|
|
|
|
|
| DBS Bank (DBSDY) |
|
|
|
▲ Buy 1/2 |
|
|
|
|
|
| Delcath Systems (DCTH) |
|
|
|
|
|
Buy 1/2 |
|
|
|
| Dickâs Sporting Goods (DKS) |
|
|
|
|
|
|
|
|
Buy |
| Digital Realty Trust, Inc. (DLR) |
|
Hold |
|
|
|
|
|
|
|
| Dollar Tree (DLTR) | | | | | | | | ▲ Buy | |
| DoorDash (DASH) |
|
|
|
|
|
|
Buy |
|
|
| Dutch Bros (BROS) |
|
|
▲ Buy |
▲ Hold 1/2 |
|
|
Buy |
|
|
| Dynatrace (DT) | | | ▲ Watch | | | | | | |
| Eli Lilly (LLY) |
|
Hold |
|
|
|
|
Hold |
|
|
| Energy Transfer LP (ET) |
|
|
|
|
|
|
|
|
Buy |
| Enovix (ENVX) |
|
|
|
|
|
Buy |
|
|
|
| Enterprise Product Partners (EPD) |
|
Buy |
|
|
|
|
|
|
|
| Flutter Entertainment (FLUT) |
|
|
|
|
Hold |
|
|
|
|
| Freshworks (FRSH) |
|
|
Buy |
|
|
|
Buy |
|
|
| Freshworks (FRSH) | | | ▲ Buy | | | | | | |
| FS KKR Capital Corporation (FSK) |
|
Hold |
|
|
|
|
|
|
|
| FTAI Infrastructure (FIP) |
|
|
|
|
|
Hold |
|
|
|
| GE Aerospace (GE) |
|
|
|
|
▲ Buy |
|
|
Hold |
|
| GE Vernova (GEV) |
|
|
▲ Hold 1/2 |
|
|
|
|
|
|
| General Electric (GE) | | | | | | | | ▲ Hold | |
| Goodyear Tire & Rubber (GT) | | | | | | | | ▲ Buy | |
| Grayscale Bitcoin Trust (GBTC) | | | | ▲ Buy Small Allocation | | | | | |
| Halozyme (HALO) |
|
|
|
|
Sold |
|
|
|
|
| Hannan Metals (HANNF) |
|
|
|
|
|
Buy |
|
|
|
| Intel (INTC) | | | | | | | | ▲ Buy | |
| International Business Machines (IBM) |
|
|
|
▲ Buy 1/2 |
|
|
|
|
|
| JP Morgan Equity Premium Income ETF (JEPI) | | | | ▲ Buy Full | | | | | |
| Kenvue (KVUE) |
|
|
|
|
|
|
Buy |
▲ Buy |
|
| LandBridge (LB) |
|
|
▲ Hold |
|
|
|
|
|
|
| Luckin Coffee (LKNCY) |
|
|
|
▲ Buy 1/2 |
|
|
|
|
|
| Main Street Capital (MAIN) |
|
Hold |
|
|
|
|
Buy |
|
|
| MakeMyTrip (MMYT) | | | ▲ Watch | | | | | | |
| McKesson Corporation (MCK) |
|
Hold |
|
|
|
|
|
|
|
| Microsoft (MSFT) |
|
|
▲ Buy |
|
|
|
|
|
|
| Mitsui & Co. (MITSF) |
|
|
|
▲ Buy 1/2 |
|
|
|
|
|
| Morgan Stanley China A Share Fund (CAF) | | | | ▲ Buy 1/2 | | | | | |
| Natural Grocers (NGVC) |
|
|
|
|
|
Buy 1/2 |
|
|
|
| Netflix (NFLX) |
|
|
|
|
|
|
Buy |
|
|
| Oberweis Micro-Cap Fund (OBMCX) | | | | ▲ Buy 1/2 | | | | | |
| ONEOK Inc. (OKE) |
|
Hold |
|
|
|
|
|
|
|
| Palantir (PLTR) |
|
|
|
|
▲ Hold |
|
|
|
|
| Palomar (PLMR) |
|
|
▲ Buy |
|
|
|
|
|
|
| Pan American Silver (PAAS) | | | | | | | | ▲ Hold | |
| Paramount Global (PARA) | | | | | | | | ▲ Hold | |
| Penumbra (PEN) |
|
|
|
|
Sold |
|
Buy |
|
|
| Perpetua Resources (PPTA) |
|
|
|
|
|
Buy 1/2 |
|
|
|
| Planet Fitness (PLNT) |
|
|
|
|
|
|
Buy |
|
|
| Primo Brands (PRMB) |
|
|
▲ Buy |
|
|
|
|
|
|
| ProShares Ultra S&P 500 (SSO) |
|
|
|
|
▲ Buy |
|
|
|
|
| Qualcomm (QCOM) |
|
Hold |
|
|
|
|
|
|
|
| Rubrik (RBRK) |
|
|
|
|
▲ Buy 1/2 |
|
|
|
|
| Sea Limited (SE) |
|
|
|
▲ Hold 1/2 |
|
|
Buy |
|
|
| SiriusXM (SIRI) | | | | | | | | ▲ Buy | |
| SLB Ltd. (SLB) |
|
|
|
|
|
|
|
▲ Buy |
|
| Snowflake (SNOW) | | | | | ▲ Buy 1/2 | | | | |
| Solventum (SOLV) | | | | | | | | ▲ Buy | |
| Sportrader Group (SRAD) |
|
|
▲ Buy |
|
|
|
|
|
|
| Sprott Physical Platinum & Palladium Tr (SPPP) | | | | ▲ Buy 1/2 | | | | | |
| Sprout Farmers (SFM) |
|
|
Sell |
|
|
|
Sell |
|
|
| Sprout Farmers Market (SFM) | | | ▲ Sell | | | | | | |
| Stoxx Europe Total Market Aerospace & Defense (EUAD) | | | | ▲ Buy 1/2 | | | | | |
| Stoxx Europe Total Market Aerospace (EUAD) |
|
|
|
|
|
|
Buy |
|
|
| Subaru (FUJHY) | | | | ▲ Buy 1/2 | | | | | |
| Sunrise Realty Trust (SUNS) |
Hold |
|
|
|
|
|
|
|
|
| Take Two Interactive (TTWO) |
|
|
|
|
▲ Hold |
|
|
|
|
| Tesla (TSLA) |
|
|
|
|
|
|
Hold |
|
|
| The Cigna Group (CI) |
|
|
|
|
|
|
|
|
Buy |
| The Williams Companies, Inc. (WMB) |
|
Buy |
|
|
|
|
|
|
|
| ThredUp (TDUP) | | | ▲ Watch | | | | | | |
| Toast (TOST) |
|
|
|
|
▲ Buy 1/2 |
|
Buy |
|
|
| Toast Inc. (TOST) | | | | | | | | ▲ Buy | |
| Toll Brothers, Inc. (TOL) |
|
Hold |
|
|
|
|
|
|
|
| Uber (UBER) |
|
|
|
|
▲ Hold |
|
|
|
|
| UiPath (PATH) | | | | | | | | ▲ Buy | |
| VanEck Junior Gold Miners ETF (GDXJ) | | | | ▲ Buy 1/2 | | | | | |
| Viking Holdings (VIK) | | | ▲ Watch | | | | | | |
| Visa (V) | | | | ▲ Buy 1/2 | | | | | |
| WisdomTree Emerging Markets High Dividend Fund (DEM) | | | | ▲ Buy 1/2 | | | | | |
