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Name: |
Efficient Wealth Management LLC |
City: |
THE WOODLANDS |
State: |
TX |
Zip: |
77381 |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SAVE |
Spirit Airlines, Inc. |
125 |
New |
$3.80 |
$88,000 |
18,005 |
0.02% |
88,000 |
18,005 |
0 |
Major Airlines |
|
PFF |
iShares S&P U.S. Preferred ... |
132 |
New |
$31.40 |
$80,000 |
2,465 |
0.02% |
80,000 |
2,465 |
0.001 |
Closed - End Fund - E... |
|
GTY |
Getty Realty Corp |
153 |
New |
$27.95 |
$56,000 |
2,019 |
0.02% |
56,000 |
2,019 |
0.004 |
REIT - Retail |
|
OARK |
Yieldmax Innovation Option ... |
156 |
New |
$0.00 |
$54,000 |
4,000 |
0.01% |
54,000 |
4,000 |
0.044 |
N/A |
|
IWP |
iShares Tr Russell MidCap Gr |
195 |
New |
$110.32 |
$29,000 |
248 |
0.01% |
29,000 |
248 |
0 |
Closed - End Fund - E... |
|
VTWO |
Vanguard Russell 2000 Etf |
252 |
New |
$82.60 |
$15,000 |
166 |
0% |
15,000 |
166 |
0 |
N/A |
|
NEP |
Nextera Energy Partners, Lp |
288 |
New |
$31.46 |
$11,000 |
350 |
0% |
11,000 |
350 |
0.004 |
N/A |
|
IWO |
iShares Russell 2000 Growth |
395 |
New |
$259.92 |
$7,000 |
24 |
0% |
7,000 |
24 |
0 |
Closed - End Fund - E... |
|
ESPR |
Esperion Therapeutics, Inc. |
412 |
New |
$2.19 |
$6,000 |
2,000 |
0% |
6,000 |
2,000 |
0 |
Biotechnology |
|
ICLR |
ICON plc (ADR) |
449 |
New |
$315.39 |
$5,000 |
13 |
0% |
5,000 |
13 |
0 |
Research Services |
|
AZAJ |
Allianzim Us Large Cap Buff... |
553 |
New |
$0.00 |
$3,000 |
78 |
0% |
3,000 |
78 |
0 |
N/A |
|
SLDP |
Solid Power, Inc |
670 |
New |
$1.72 |
$2,000 |
708 |
0% |
2,000 |
708 |
0 |
N/A |
|
ALTM |
Arcadium Lithium Plc |
728 |
New |
$4.65 |
$2,000 |
315 |
0% |
2,000 |
315 |
0 |
N/A |
|
WTFC |
Wintrust Financial Corp |
680 |
New |
$101.70 |
$2,000 |
10 |
0% |
2,000 |
10 |
0 |
Domestic Regional Banks |
|
FSLR |
First Solar, Inc. |
671 |
New |
$191.05 |
$2,000 |
7 |
0% |
2,000 |
7 |
0 |
Semiconductor - Speci... |
|
PRME |
Prime Medicine, Inc. |
851 |
New |
$5.61 |
$1,000 |
71 |
0% |
1,000 |
71 |
0 |
N/A |
|
CCSI |
Consensus Cloud Solutions, ... |
954 |
New |
$19.11 |
$1,000 |
35 |
0% |
1,000 |
35 |
0 |
N/A |
|
WAFD |
Washington Federal Inc |
1069 |
New |
$28.60 |
$1,000 |
19 |
0% |
1,000 |
19 |
0 |
Savings & Loans |
|
BRZE |
Braze, Inc. |
1029 |
New |
$0.00 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
N/A |
|
PMVP |
Pmv Pharmaceuticals, Inc. |
1125 |
New |
$0.00 |
$1,000 |
299 |
0% |
1,000 |
299 |
0 |
N/A |
|
BIGC |
Bigcommerce Holdings, Inc. |
984 |
New |
$7.59 |
$1,000 |
139 |
0% |
1,000 |
139 |
0 |
N/A |
|
SQSP |
Squarespace, Inc. |
1089 |
New |
$38.19 |
$1,000 |
16 |
0% |
1,000 |
16 |
0 |
N/A |
|
ELTX |
Elicio Therapeutics Ord Shs |
927 |
New |
$1.00 |
$1,000 |
78 |
0% |
1,000 |
78 |
0 |
N/A |
|
SHLS |
Shoals Technologies Group, ... |
1042 |
New |
$0.00 |
$1,000 |
43 |
0% |
1,000 |
43 |
0 |
N/A |
|
LIFW |
MSP Recovery, Inc |
1146 |
New |
$0.13 |
$1,000 |
631 |
0% |
1,000 |
631 |
0 |
N/A |
|
GETY |
Getty Images Holdings, Inc. |
890 |
New |
$3.53 |
$1,000 |
106 |
0% |
1,000 |
106 |
0 |
N/A |
|
RH |
Restoration Hardware Holdin... |
1108 |
New |
$290.97 |
$1,000 |
2 |
0% |
1,000 |
2 |
0 |
Home Furnishing Stores |
|
DCGO |
DocGo Inc |
945 |
New |
$3.02 |
$1,000 |
136 |
0% |
1,000 |
136 |
0 |
N/A |
|
VMEO |
Vimeo Holdings, Inc. |
1057 |
New |
$3.82 |
$1,000 |
93 |
0% |
1,000 |
93 |
0 |
N/A |
|
FIVN |
Five9, Inc. |
906 |
New |
$53.06 |
$1,000 |
8 |
0% |
1,000 |
8 |
0 |
N/A |
|
MESA |
Mesa Air Group Inc |
1022 |
New |
$0.92 |
$1,000 |
649 |
0% |
1,000 |
649 |
0 |
Regional Airlines |
|
PFHC |
Profrac Holding Corp. |
1121 |
New |
$7.94 |
$1,000 |
64 |
0% |
1,000 |
64 |
0 |
N/A |
|
HMST |
Homestreet, Inc. |
867 |
New |
$10.33 |
$1,000 |
32 |
0% |
1,000 |
32 |
0 |
Savings & Loans |
|
CABO |
Cable One, Inc. |
970 |
New |
$393.75 |
$1,000 |
1 |
0% |
1,000 |
1 |
0 |
N/A |
|
TH |
Target Hospitality Corp |
1085 |
New |
$11.57 |
$1,000 |
58 |
0% |
1,000 |
58 |
0 |
N/A |
|
NRCIA |
National Research Corp |
1144 |
New |
$31.06 |
$1,000 |
12 |
0% |
1,000 |
12 |
0 |
Research Services |
|
ARRY |
Array Technologies, Inc. |
1000 |
New |
$0.00 |
$1,000 |
42 |
0% |
1,000 |
42 |
0 |
N/A |
|
SCLX |
Scilex Holding Co |
1101 |
New |
$0.00 |
$1,000 |
365 |
0% |
1,000 |
365 |
0 |
N/A |
|
YOU |
Clear Secure, Inc. |
842 |
New |
$16.96 |
$1,000 |
26 |
0% |
1,000 |
26 |
0 |
N/A |
|
CNTY |
Century Casinos Inc |
938 |
New |
$3.08 |
$1,000 |
157 |
0% |
1,000 |
157 |
0 |
Gambling/Resorts |
|
XPOF |
Xponential Fitness, Inc. |
1056 |
New |
$0.00 |
$1,000 |
34 |
0% |
1,000 |
34 |
0 |
N/A |
|
FOSL |
Fossil Inc |
901 |
New |
$0.97 |
$1,000 |
583 |
0% |
1,000 |
583 |
0 |
Recreational Goods, O... |
|
EGHT |
8x8 Inc |
1020 |
New |
$2.40 |
$1,000 |
187 |
0% |
1,000 |
187 |
0 |
Communication Equipment |
|
PRVA |
Privia Health Group, Inc. |
1120 |
New |
$17.97 |
$1,000 |
25 |
0% |
1,000 |
25 |
0 |
N/A |
|
HPK |
Highpeak Energy, Inc. |
864 |
New |
$14.35 |
$1,000 |
32 |
0% |
1,000 |
32 |
0 |
N/A |
|
CE |
Celanese Corp |
968 |
New |
$156.69 |
$1,000 |
3 |
0% |
1,000 |
3 |
0 |
Synthetics |
|
CHWY |
Chewy, Inc. |
1039 |
New |
$15.44 |
$1,000 |
30 |
0% |
1,000 |
30 |
0 |
N/A |
|
NFE |
New Fortress Energy Llc |
1143 |
New |
$26.93 |
$1,000 |
17 |
0% |
1,000 |
17 |
0 |
N/A |
|
GBTC |
Grayscale Bitcoin |
886 |
New |
$0.00 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
N/A |
|
BG |
Bunge Ltd |
999 |
New |
$105.98 |
$1,000 |
5 |
0% |
1,000 |
5 |
0 |
Agricultural & Fertil... |
|
SIX |
Six Flags Inc |
1097 |
New |
$27.24 |
$1,000 |
19 |
0% |
1,000 |
19 |
0 |
Sporting and Park Ent... |
|
LPSN |
LivePerson Inc |
838 |
New |
$0.57 |
$1,000 |
500 |
0% |
1,000 |
500 |
0 |
Business Services |
|
DOCS |
Doximity, Inc. |
936 |
New |
$23.37 |
$1,000 |
18 |
0% |
1,000 |
18 |
0 |
N/A |
|
SPT |
Sprout Social, Inc. |
1054 |
New |
$28.21 |
$1,000 |
9 |
0% |
1,000 |
9 |
0 |
N/A |
|
FRSH |
Freshworks Inc. |
900 |
New |
$13.71 |
$1,000 |
28 |
0% |
1,000 |
28 |
0 |
N/A |
|
ACRV |
Acrivon Therapeutics, Inc. |
1018 |
New |
$8.77 |
$1,000 |
88 |
0% |
1,000 |
88 |
0 |
N/A |
|
PGNY |
Progyny, Inc. |
1118 |
New |
$0.00 |
$1,000 |
14 |
0% |
1,000 |
14 |
0 |
N/A |
|
HTZ |
Hertz Global Holdings Inc |
862 |
New |
$4.89 |
$1,000 |
70 |
0% |
1,000 |
70 |
0 |
N/A |
|
TWOU |
2u, Inc. |
963 |
New |
$0.31 |
$1,000 |
1,545 |
0% |
1,000 |
1,545 |
0 |
N/A |
|
SITM |
Sitime Corp |
1079 |
New |
$0.00 |
$1,000 |
6 |
0% |
1,000 |
6 |
0 |
N/A |
|
EXFY |
Expensify, Inc. |
914 |
New |
$1.77 |
$1,000 |
273 |
0% |
1,000 |
273 |
0 |
N/A |
|
MP |
Mp Materials Ord Shs Class A |
1140 |
New |
$16.13 |
$1,000 |
38 |
0% |
1,000 |
38 |
0 |
N/A |
|
GH |
Guardant Health, Inc. |
882 |
New |
$0.00 |
$1,000 |
29 |
0% |
1,000 |
29 |
0 |
N/A |
|
AOSL |
Alpha And Omega Semiconduct... |
998 |
New |
$27.00 |
$1,000 |
23 |
0% |
1,000 |
23 |
0 |
Semiconductor - Memor... |
|
SKX |
Skechers USA Inc |
1096 |
New |
$67.78 |
$1,000 |
9 |
0% |
1,000 |
9 |
0 |
Textile - Apparel Foo... |
|
CEVA |
CEVA Inc |
934 |
New |
$19.61 |
$1,000 |
22 |
0% |
1,000 |
22 |
0 |
Semiconductor - Speci... |
|
FCEL |
Fuelcell Energy Inc |
898 |
New |
$0.20 |
$1,000 |
467 |
0% |
1,000 |
467 |
0 |
Industrial Electrical... |
|
ALVR |
Allovir Inc |
1012 |
New |
$0.79 |
$1,000 |
683 |
0% |
1,000 |
683 |
0 |
N/A |
|
PROK |
Prokidney Ord Shs Class A |
1117 |
New |
$9.28 |
$1,000 |
365 |
0% |
1,000 |
365 |
0 |
N/A |
|
COHU |
Cohu Inc |
960 |
New |
$29.45 |
$1,000 |
16 |
0% |
1,000 |
16 |
0 |
Semiconductor Equipme... |
|
VTYX |
Ventyx Biosciences, Inc. |
1074 |
New |
$4.09 |
$1,000 |
63 |
0% |
1,000 |
63 |
0 |
N/A |
|
ARTNA |
Artesian Resources Corp |
911 |
New |
$40.10 |
$1,000 |
15 |
0% |
1,000 |
15 |
0 |
Water Utilities |
|
EVBG |
Everbridge, Inc. |
1035 |
New |
$34.74 |
$1,000 |
14 |
0% |
1,000 |
14 |
0 |
N/A |
|
MULN |
Mullen Automotive Ord Shs |
1135 |
New |
$11.04 |
$1,000 |
97 |
0% |
1,000 |
97 |
0 |
Security Software & S... |
|
HASI |
Hannon Armstrong Sustainabl... |
878 |
New |
$32.08 |
$1,000 |
20 |
0% |
1,000 |
20 |
0 |
REIT - Diversified |
|
ACLS |
Axcelis Technologies Inc |
991 |
New |
$113.79 |
$1,000 |
5 |
0% |
1,000 |
5 |
0 |
Semiconductor Equipme... |
|
SHC |
Sotera Health Co |
1094 |
New |
$0.00 |
$1,000 |
35 |
0% |
1,000 |
35 |
0 |
N/A |
|
VC |
Visteon Corp |
821 |
New |
$112.19 |
$1,000 |
4 |
0% |
1,000 |
4 |
0 |
Auto Parts |
|
CERT |
Certara, Inc. |
933 |
New |
$17.00 |
$1,000 |
27 |
0% |
1,000 |
27 |
0 |
N/A |
|
HCP |
Hashicorp, Inc. |
1052 |
New |
$0.00 |
$1,000 |
36 |
0% |
1,000 |
36 |
0 |
N/A |
|
GNLX |
Genelux Corp |
894 |
New |
$3.83 |
$1,000 |
85 |
0% |
1,000 |
85 |
0 |
N/A |
|
PINE |
Alpine Income Property Trus... |
1011 |
New |
$15.71 |
$1,000 |
32 |
0% |
1,000 |
32 |
0 |
N/A |
|
QTWO |
Q2 Holdings, Inc. |
1115 |
New |
$62.26 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
N/A |
|
INFN |
Infinera Corp |
856 |
New |
$4.99 |
$1,000 |
110 |
0% |
1,000 |
110 |
0 |
Communication Equipment |
|
CMPO |
Composecure |
956 |
New |
$0.00 |
$1,000 |
84 |
0% |
1,000 |
84 |
0 |
N/A |
|
SPCE.U |
Virgin Galactic Holdings Units |
1070 |
New |
$0.95 |
$1,000 |
333 |
0% |
1,000 |
333 |
0 |
N/A |
|
OCEA |
Ocean Biomedical Holdings, ... |
1133 |
New |
$1.54 |
$1,000 |
123 |
0% |
1,000 |
123 |
0 |
N/A |
|
FSLY |
Fastly, Inc. |
870 |
New |
$8.63 |
$1,000 |
40 |
0% |
1,000 |
40 |
0 |
N/A |
|
BIG |
Big Lots Inc |
986 |
New |
$3.56 |
$1,000 |
138 |
0% |
1,000 |
138 |
0 |
Discount, Variety Stores |
|
SSB |
South State Corporation |
1093 |
New |
$81.16 |
$1,000 |
6 |
0% |
1,000 |
6 |
0 |
Domestic Regional Banks |
|
LOVE |
Lovesac Company |
815 |
New |
$25.31 |
$1,000 |
23 |
0% |
1,000 |
23 |
0.035 |
N/A |
|
EMBC |
Embecta Corp. |
929 |
New |
$14.24 |
$1,000 |
38 |
0% |
1,000 |
38 |
0 |
N/A |
|
BKKT |
Bakkt Holdings Ord Shs Class A |
1046 |
New |
$0.00 |
$1,000 |
970 |
0% |
1,000 |
970 |
0 |
N/A |
|
MNSB |
MainStreet Bancshares Inc |
1149 |
New |
$16.70 |
$1,000 |
28 |
0% |
1,000 |
28 |
0 |
N/A |
|
TSBX |
Turnstone Biologics Corp. |
891 |
New |
$3.05 |
$1,000 |
178 |
0% |
1,000 |
178 |
0 |
N/A |
|
APPN |
Appian Corp |
1006 |
New |
$32.24 |
$1,000 |
14 |
0% |
1,000 |
14 |
0 |
N/A |
|
HOOD |
Robinhood Markets, Inc. |
1109 |
New |
$16.23 |
$1,000 |
28 |
0% |
1,000 |
28 |
0 |
N/A |
|