OGOREK ANTHONY JOSEPH /NY/ /ADV Diversified Active

Location: Williamsville, NY

CIK: 0000714364 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 3, 2023

Total Value: $261M

Holdings (263)

VTI VTI 7.1%
Value $18.58M Shares 84,361 Est. Cost $109.97 Unrealized
SCHB SCHB 6.8%
Value $17.73M Shares 342,985 Est. Cost $85.54 Unrealized
FFEB FFEB 6.7%
Value $17.54M Shares 440,278 Est. Cost $37.53 Unrealized
IEF IEF 6.3%
Value $16.56M Shares 171,478 Est. Cost $97.61 Unrealized
DFEB DFEB 6.3%
Value $16.52M Shares 467,059 Est. Cost $35.39 Unrealized
NTSX NTSX 3.9%
Value $10.17M Shares 274,414 Est. Cost $40.24 Unrealized
MLN MLN 3.3%
Value $8.628M Shares 480,698 Est. Cost $17.32 Unrealized
VXUS VXUS 3.1%
Value $8.03M Shares 143,194 Est. Cost $60.46 Unrealized
IHI IHI 2.9%
Value $7.578M Shares 134,222 Est. Cost $94.87 Unrealized
FSMB FSMB 2.9%
Value $7.543M Shares 382,151 Est. Cost $19.74 Unrealized
VIG VIG 2.9%
Value $7.484M Shares 46,079 Est. Cost $118.28 Unrealized
VUG VUG 2.7%
Value $7.146M Shares 25,256 Est. Cost $176.75 Unrealized
FNOV FNOV 2.5%
Value $6.404M Shares 159,052 Est. Cost $35.51 Unrealized
DNOV DNOV 2.4%
Value $6.21M Shares 171,094 Est. Cost $34.60 Unrealized
LLY LLY 2.0%
Value $5.347M Shares 11,402 Est. Cost $249.15 Unrealized +65.1%
VSGX VSGX 2.0%
Value $5.321M Shares 100,202 Est. Cost $50.42 Unrealized
AAPL AAPL 1.8%
Value $4.581M Shares 23,620 Est. Cost $96.37 Unrealized +78.5%
FAPR FAPR 1.7%
Value $4.416M Shares 134,604 Est. Cost $29.24 Unrealized
PAVE PAVE 1.6%
Value $4.137M Shares 131,635 Est. Cost $25.70 Unrealized
IBDO 1.6%
Value $4.095M Shares 161,938 Est. Cost $25.24 Unrealized
IBDP 1.6%
Value $4.079M Shares 165,696 Est. Cost $24.60 Unrealized
IBDQ 1.5%
Value $3.962M Shares 162,540 Est. Cost $24.44 Unrealized
IBDR IBDR 1.5%
Value $3.886M Shares 165,599 Est. Cost $23.58 Unrealized
DAPR DAPR 1.5%
Value $3.831M Shares 124,654 Est. Cost $29.46 Unrealized
RDVY RDVY 1.2%
Value $3.228M Shares 68,552 Est. Cost $48.97 Unrealized
CAT CAT 1.2%
Value $3.105M Shares 12,623 Est. Cost $141.40 Unrealized +51.2%
ADP ADP 1.1%
Value $2.826M Shares 12,862 Est. Cost $134.42 Unrealized +51.2%
GILD GILD 1.1%
Value $2.779M Shares 36,066 Est. Cost $55.19 Unrealized +31.5%
IBM IBM 1.0%
Value $2.724M Shares 20,361 Est. Cost $109.68 Unrealized +7.6%
FMB FMB 0.9%
Value $2.458M Shares 48,509 Est. Cost $53.84 Unrealized
CVS CVS 0.9%
Value $2.36M Shares 34,146 Est. Cost $55.14 Unrealized +16.6%
MCD MCD 0.8%
Value $2.08M Shares 6,970 Est. Cost $185.16 Unrealized +47.5%
LMT LMT 0.8%
Value $2.027M Shares 4,404 Est. Cost $394.08 Unrealized +9.5%
HD HD 0.8%
Value $1.99M Shares 6,406 Est. Cost $254.93 Unrealized +8.4%
CVX CVX 0.7%
Value $1.771M Shares 11,256 Est. Cost $142.25 Unrealized +0.7%
AEP AEP 0.7%
Value $1.733M Shares 20,583 Est. Cost $68.32 Unrealized +17.0%
MGV MGV 0.6%
Value $1.616M Shares 15,575 Est. Cost $73.22 Unrealized
PFE PFE 0.5%
Value $1.419M Shares 38,708 Est. Cost $40.04 Unrealized -17.0%
KO KO 0.5%
Value $1.361M Shares 22,611 Est. Cost $55.69 Unrealized +3.0%
ITW ITW 0.5%
Value $1.337M Shares 5,347 Est. Cost $175.32 Unrealized +25.3%
AVGO AVGO 0.5%
Value $1.288M Shares 1,485 Est. Cost $63.76 Unrealized +7.8%
MA MA 0.4%
Value $1.144M Shares 2,911 Est. Cost $337.17 Unrealized +9.7%
DELL DELL 0.4%
Value $1.085M Shares 20,060 Est. Cost $40.94 Unrealized +7.2%
BAC BAC 0.4%
Value $1.071M Shares 37,330 Est. Cost $32.66 Unrealized -18.5%
GOOG GOOG 0.4%
Value $1.071M Shares 8,860 Est. Cost $108.44 Unrealized +6.0%
AMZN AMZN 0.4%
Value $1.066M Shares 8,181 Est. Cost $114.52 Unrealized -0.3%
PANW PANW 0.4%
Value $1.062M Shares 4,158 Est. Cost $72.60 Unrealized +43.3%
MSFT MSFT 0.4%
Value $1.042M Shares 3,062 Est. Cost $240.06 Unrealized +28.0%
084990175 0.4%
Value $1.035M Shares 200 Est. Cost $2260.00 Unrealized
TSCO TSCO 0.4%
Value $972K Shares 4,400 Est. Cost $43.54 Unrealized +0.5%
NEE NEE 0.4%
Value $927K Shares 12,495 Est. Cost $70.78 Unrealized -1.1%
UPS UPS 0.3%
Value $813K Shares 4,537 Est. Cost $156.61 Unrealized -1.3%
UNP UNP 0.3%
Value $804K Shares 3,930 Est. Cost $218.97 Unrealized -14.6%
CATH CATH 0.3%
Value $757K Shares 13,913 Est. Cost $53.29 Unrealized
BRK/B BRKB 0.3%
Value $694K Shares 2,038 Est. Cost $156.73 Unrealized +108.2%
BLK 0.3%
Value $662K Shares 958 Est. Cost $605.64 Unrealized
GOOGL GOOGL 0.2%
Value $643K Shares 5,380 Est. Cost $106.04 Unrealized +7.7%
FMNY FMNY 0.2%
Value $639K Shares 24,061 Est. Cost $29.47 Unrealized
GIS GIS 0.2%
Value $607K Shares 7,919 Est. Cost $74.79 Unrealized +3.6%
SCHG SCHG 0.2%
Value $517K Shares 6,906 Est. Cost $75.84 Unrealized
DMAY DMAY 0.2%
Value $514K Shares 15,002 Est. Cost $34.26 Unrealized
CL CL 0.2%
Value $443K Shares 5,762 Est. Cost $53.07 Unrealized +37.4%
IEI IEI 0.2%
Value $438K Shares 3,804 Est. Cost $120.91 Unrealized
BND BND 0.1%
Value $388K Shares 5,347 Est. Cost $85.81 Unrealized
TFC TFC 0.1%
Value $377K Shares 12,431 Est. Cost $49.40 Unrealized -45.5%
MDT MDT 0.1%
Value $251K Shares 2,853 Est. Cost $62.35 Unrealized +27.3%
IGV IGV 0.1%
Value $231K Shares 669 Est. Cost $250.11 Unrealized
ABT ABT 0.1%
Value $214K Shares 1,965 Est. Cost $54.01 Unrealized +87.9%
NVDA NVDA 0.1%
Value $185K Shares 439 Est. Cost $20.55 Unrealized +61.4%
GOLD 0.1%
Value $175K Shares 10,382 Est. Cost $17.60 Unrealized
BNDX BNDX 0.1%
Value $168K Shares 3,452 Est. Cost $54.74 Unrealized
VTEB VTEB 0.1%
Value $156K Shares 3,123 Est. Cost $53.34 Unrealized
ABBV ABBV 0.1%
Value $156K Shares 1,161 Est. Cost $40.24 Unrealized +232.2%
JPM JPM 0.1%
Value $138K Shares 950 Est. Cost $77.97 Unrealized +66.3%
USMV USMV 0.1%
Value $134K Shares 1,814 Est. Cost $56.74 Unrealized
BOND BOND 0.0%
Value $127K Shares 1,391 Est. Cost $106.57 Unrealized
JNJ JNJ 0.0%
Value $114K Shares 692 Est. Cost $128.12 Unrealized +16.2%
COST COST 0.0%
Value $109K Shares 204 Est. Cost $460.84 Unrealized +5.7%
IT IT 0.0%
Value $98,000 Shares 282 Est. Cost $273.46 Unrealized +19.1%
ADI ADI 0.0%
Value $97,000 Shares 501 Est. Cost $125.49 Unrealized +41.0%
PEP PEP 0.0%
Value $93,000 Shares 506 Est. Cost $131.35 Unrealized +29.9%
DMAR DMAR 0.0%
Value $89,000 Shares 2,759 Est. Cost $30.81 Unrealized
TOTL TOTL 0.0%
Value $85,000 Shares 2,103 Est. Cost $45.27 Unrealized
MU MU 0.0%
Value $85,000 Shares 1,350 Est. Cost $57.76 Unrealized +9.9%
META META 0.0%
Value $83,000 Shares 291 Est. Cost $173.56 Unrealized +41.2%
LOW LOW 0.0%
Value $81,000 Shares 359 Est. Cost $79.82 Unrealized +147.8%
SCHF SCHF 0.0%
Value $73,000 Shares 2,072 Est. Cost $29.66 Unrealized
REGN REGN 0.0%
Value $71,000 Shares 100 Est. Cost $750.05 Unrealized +2.2%
LIN LIN 0.0%
Value $69,000 Shares 183 Est. Cost $323.80 Unrealized +9.0%
WST WST 0.0%
Value $68,000 Shares 180 Est. Cost $290.04 Unrealized +22.3%
CRM CRM 0.0%
Value $68,000 Shares 325 Est. Cost $168.06 Unrealized +20.0%
MTB MTB 0.0%
Value $67,000 Shares 549 Est. Cost $153.25 Unrealized -27.8%
DHR DHR 0.0%
Value $66,000 Shares 276 Est. Cost $222.92 Unrealized -6.4%
SITE SITE 0.0%
Value $66,000 Shares 400 Est. Cost $140.86 Unrealized +4.7%
VCIT VCIT 0.0%
Value $64,000 Shares 814 Est. Cost $81.98 Unrealized
UNH UNH 0.0%
Value $58,000 Shares 121 Est. Cost $274.95 Unrealized +69.1%
NSC NSC 0.0%
Value $58,000 Shares 256 Est. Cost $199.82 Unrealized +0.2%
MKC MKC 0.0%
Value $57,000 Shares 656 Est. Cost $68.43 Unrealized +21.0%
CHD CHD 0.0%
Value $55,000 Shares 555 Est. Cost $80.68 Unrealized +13.2%
IBDS IBDS 0.0%
Value $54,000 Shares 2,338 Est. Cost $23.10 Unrealized
IBDT IBDT 0.0%
Value $54,000 Shares 2,238 Est. Cost $24.13 Unrealized
AMT AMT 0.0%
Value $53,000 Shares 274 Est. Cost $168.34 Unrealized +5.8%
DJAN DJAN 0.0%
Value $53,000 Shares 1,628 Est. Cost $30.71 Unrealized
HLT HLT 0.0%
Value $53,000 Shares 365 Est. Cost $139.61 Unrealized +1.2%
V V 0.0%
Value $53,000 Shares 225 Est. Cost $217.85 Unrealized +3.0%
MS MS 0.0%
Value $50,000 Shares 586 Est. Cost $55.78 Unrealized +40.5%
AMGN AMGN 0.0%
Value $48,000 Shares 218 Est. Cost $224.03 Unrealized -4.6%
ECL ECL 0.0%
Value $47,000 Shares 252 Est. Cost $145.55 Unrealized +15.0%
FREYEUR FREY 0.0%
Value $47,000 Shares 5,084 Est. Cost $12.20 Unrealized
TJX TJX 0.0%
Value $46,000 Shares 544 Est. Cost $41.86 Unrealized +81.9%
PG PG 0.0%
Value $44,000 Shares 292 Est. Cost $122.14 Unrealized +15.7%
ACN ACN 0.0%
Value $43,000 Shares 141 Est. Cost $131.94 Unrealized +112.0%
SONY SONY 0.0%
Value $43,000 Shares 479 Est. Cost $66.81 Unrealized
ALC ALC 0.0%
Value $43,000 Shares 525 Est. Cost $59.54 Unrealized +27.3%
AMD AMD 0.0%
Value $41,000 Shares 362 Est. Cost $82.13 Unrealized +26.6%
IWD IWD 0.0%
Value $40,000 Shares 254 Est. Cost $146.55 Unrealized
RY RY 0.0%
Value $40,000 Shares 425 Est. Cost $80.55 Unrealized +18.5%
TD TD 0.0%
Value $37,000 Shares 600 Est. Cost $56.71 Unrealized +6.1%
FMAR FMAR 0.0%
Value $37,000 Shares 1,050 Est. Cost $33.33 Unrealized
TGT TGT 0.0%
Value $36,000 Shares 277 Est. Cost $149.37 Unrealized -9.6%
ORCL ORCL 0.0%
Value $35,000 Shares 298 Est. Cost $48.27 Unrealized +108.0%
RH RH 0.0%
Value $35,000 Shares 109 Est. Cost $509.64 Unrealized -48.7%
WMT WMT 0.0%
Value $35,000 Shares 228 Est. Cost $23.17 Unrealized +111.3%
BRO BRO 0.0%
Value $34,000 Shares 504 Est. Cost $24.07 Unrealized +159.9%
VZ VZ 0.0%
Value $32,000 Shares 881 Est. Cost $43.10 Unrealized -27.6%
URI URI 0.0%
Value $32,000 Shares 72 Est. Cost $147.40 Unrealized +144.9%
LHX LHX 0.0%
Value $32,000 Shares 164 Est. Cost $180.69 Unrealized +0.1%
PAYX PAYX 0.0%
Value $32,000 Shares 288 Est. Cost $51.87 Unrealized +94.8%
ELV ELV 0.0%
Value $30,000 Shares 68 Est. Cost $253.23 Unrealized +74.8%
IWF IWF 0.0%
Value $30,000 Shares 110 Est. Cost $263.64 Unrealized
CP CP 0.0%
Value $30,000 Shares 375 Est. Cost $75.65 Unrealized +2.5%
MCO MCO 0.0%
Value $29,000 Shares 84 Est. Cost $363.20 Unrealized -14.5%
DIS DIS 0.0%
Value $29,000 Shares 325 Est. Cost $97.49 Unrealized -5.1%
SYK SYK 0.0%
Value $29,000 Shares 98 Est. Cost $154.36 Unrealized +82.3%
SWKS SWKS 0.0%
Value $28,000 Shares 260 Est. Cost $101.01 Unrealized -4.2%
DAL DAL 0.0%
Value $28,000 Shares 590 Est. Cost $26.67 Unrealized +34.6%
DDOG DDOG 0.0%
Value $28,000 Shares 290 Est. Cost $65.63 Unrealized +27.4%
BDX BDX 0.0%
Value $28,000 Shares 107 Est. Cost $199.30 Unrealized +21.4%
AZN AZN 0.0%
Value $27,000 Shares 384 Est. Cost $49.48 Unrealized
LVMUY LVMUY 0.0%
Value $27,000 Shares 145 Est. Cost $186.21 Unrealized
FDS FDS 0.0%
Value $26,000 Shares 65 Est. Cost $176.95 Unrealized +121.9%
STZ STZ 0.0%
Value $26,000 Shares 107 Est. Cost $181.88 Unrealized +22.4%
ASML ASML 0.0%
Value $26,000 Shares 37 Est. Cost $425.13 Unrealized
BR BR 0.0%
Value $25,000 Shares 152 Est. Cost $76.08 Unrealized +90.4%
SCHZ SCHZ 0.0%
Value $24,000 Shares 524 Est. Cost $51.44 Unrealized
CBU CBU 0.0%
Value $24,000 Shares 525 Est. Cost $54.14 Unrealized -17.5%
CNI CNI 0.0%
Value $24,000 Shares 200 Est. Cost $79.98 Unrealized +40.5%
IVW IVW 0.0%
Value $23,000 Shares 328 Est. Cost $85.37 Unrealized
QQQ QQQ 0.0%
Value $23,000 Shares 63 Est. Cost $349.21 Unrealized
AJG AJG 0.0%
Value $23,000 Shares 109 Est. Cost $85.11 Unrealized +138.7%
GD GD 0.0%
Value $23,000 Shares 107 Est. Cost $174.92 Unrealized +17.0%
JKHY JKHY 0.0%
Value $23,000 Shares 142 Est. Cost $101.44 Unrealized +48.2%
SYY SYY 0.0%
Value $23,000 Shares 313 Est. Cost $46.89 Unrealized +46.2%
PM PM 0.0%
Value $22,000 Shares 235 Est. Cost $56.59 Unrealized +49.3%
SBUX SBUX 0.0%
Value $22,000 Shares 229 Est. Cost $47.72 Unrealized +103.8%
RSP RSP 0.0%
Value $22,000 Shares 152 Est. Cost $99.06 Unrealized
TXN TXN 0.0%
Value $22,000 Shares 127 Est. Cost $77.65 Unrealized +104.8%
SPLV SPLV 0.0%
Value $20,000 Shares 319 Est. Cost $49.08 Unrealized
VOO VOO 0.0%
Value $19,000 Shares 49 Est. Cost $353.98 Unrealized
TSLA TSLA 0.0%
Value $19,000 Shares 73 Est. Cost $270.74 Unrealized -26.1%
NEOG NEOG 0.0%
Value $19,000 Shares 880 Est. Cost $18.79 Unrealized -3.8%
IBMO IBMO 0.0%
Value $18,000 Shares 739 Est. Cost $24.36 Unrealized
MO MO 0.0%
Value $18,000 Shares 400 Est. Cost $26.69 Unrealized +37.0%
XLE XLE 0.0%
Value $18,000 Shares 223 Est. Cost $80.72 Unrealized
IBMN 0.0%
Value $18,000 Shares 709 Est. Cost $25.39 Unrealized
IBMP IBMP 0.0%
Value $18,000 Shares 742 Est. Cost $24.26 Unrealized
EFAV EFAV 0.0%
Value $18,000 Shares 268 Est. Cost $71.90 Unrealized
TTC TTC 0.0%
Value $18,000 Shares 180 Est. Cost $63.40 Unrealized +61.7%
VTC VTC 0.0%
Value $18,000 Shares 245 Est. Cost $73.47 Unrealized
XYL XYL 0.0%
Value $18,000 Shares 165 Est. Cost $70.63 Unrealized +45.1%
RBLX RBLX 0.0%
Value $17,000 Shares 423 Est. Cost $60.34 Unrealized -33.5%
CMG CMG 0.0%
Value $17,000 Shares 8 Est. Cost $36.38 Unrealized +8.7%
06053U601 0.0%
Value $17,000 Shares 750 Est. Cost $26.67 Unrealized
SLB SLB 0.0%
Value $16,000 Shares 345 Est. Cost $49.39 Unrealized -9.9%
RWJ RWJ 0.0%
Value $15,000 Shares 138 Est. Cost $57.97 Unrealized
DG DG 0.0%
Value $15,000 Shares 94 Est. Cost $180.42 Unrealized +3.8%
EW EW 0.0%
Value $15,000 Shares 165 Est. Cost $76.77 Unrealized +13.2%
BF/B BF.B 0.0%
Value $15,000 Shares 227 Est. Cost $42.14 Unrealized +43.3%
IHAK IHAK 0.0%
Value $15,000 Shares 416 Est. Cost $37.40 Unrealized
MSI MSI 0.0%
Value $14,000 Shares 50 Est. Cost $151.83 Unrealized +83.1%
GLW GLW 0.0%
Value $13,000 Shares 373 Est. Cost $33.84 Unrealized -9.6%
NNI NNI 0.0%
Value $13,000 Shares 138 Est. Cost $54.07 Unrealized +75.7%
LOPE LOPE 0.0%
Value $13,000 Shares 131 Est. Cost $90.48 Unrealized +21.4%
CBSH CBSH 0.0%
Value $13,000 Shares 274 Est. Cost $39.57 Unrealized +6.4%
NDSN NDSN 0.0%
Value $12,000 Shares 52 Est. Cost $117.82 Unrealized +83.0%
ROST ROST 0.0%
Value $12,000 Shares 114 Est. Cost $64.50 Unrealized +58.4%
MELI MELI 0.0%
Value $11,000 Shares 10 Est. Cost $1088.25 Unrealized +15.6%
694308503 0.0%
Value $11,000 Shares 700 Est. Cost $24.29 Unrealized
AFL AFL 0.0%
Value $11,000 Shares 164 Est. Cost $36.79 Unrealized +71.9%
F F 0.0%
Value $11,000 Shares 779 Est. Cost $10.67 Unrealized +0.2%
ANET 0.0%
Value $10,000 Shares 63 Est. Cost $166.67 Unrealized
TRV TRV 0.0%
Value $10,000 Shares 60 Est. Cost $115.28 Unrealized +45.5%
DFS 0.0%
Value $10,000 Shares 90 Est. Cost $66.67 Unrealized
COO 0.0%
Value $9,000 Shares 26 Est. Cost $384.62 Unrealized
MGK MGK 0.0%
Value $9,000 Shares 42 Est. Cost $214.29 Unrealized
VYMI VYMI 0.0%
Value $9,000 Shares 150 Est. Cost $63.81 Unrealized
OEF OEF 0.0%
Value $9,000 Shares 47 Est. Cost $90.95 Unrealized
CB CB 0.0%
Value $9,000 Shares 48 Est. Cost $126.19 Unrealized +50.4%
APD APD 0.0%
Value $9,000 Shares 32 Est. Cost $130.30 Unrealized +103.6%
VYM VYM 0.0%
Value $9,000 Shares 91 Est. Cost $95.59 Unrealized
NFG NFG 0.0%
Value $8,000 Shares 168 Est. Cost $68.82 Unrealized -22.7%
QCOM QCOM 0.0%
Value $8,000 Shares 68 Est. Cost $72.86 Unrealized +48.7%
HON HON 0.0%
Value $8,000 Shares 40 Est. Cost $147.86 Unrealized +18.7%
CSCO CSCO 0.0%
Value $8,000 Shares 170 Est. Cost $36.03 Unrealized +26.3%
NOC NOC 0.0%
Value $7,000 Shares 17 Est. Cost $317.67 Unrealized +36.6%
CURLF CURLF 0.0%
Value $7,000 Shares 2,367 Est. Cost $15.33 Unrealized -82.2%
MRK MRK 0.0%
Value $7,000 Shares 65 Est. Cost $65.00 Unrealized +60.7%
BABA BABA 0.0%
Value $7,000 Shares 84 Est. Cost $230.77 Unrealized
ARKQ ARKQ 0.0%
Value $6,000 Shares 110 Est. Cost $65.75 Unrealized
WFC WFC 0.0%
Value $5,000 Shares 138 Est. Cost $37.64 Unrealized 0.0%
UAL UAL 0.0%
Value $5,000 Shares 100 Est. Cost $47.92 Unrealized -1.5%
AI AI 0.0%
Value $5,000 Shares 160 Est. Cost $20.48 Unrealized +37.6%
QYLD QYLD 0.0%
Value $5,000 Shares 311 Est. Cost $14.23 Unrealized
HUBS HUBS 0.0%
Value $5,000 Shares 10 Est. Cost $484.47 Unrealized -3.3%
AXON AXON 0.0%
Value $5,000 Shares 28 Est. Cost $198.81 Unrealized +4.2%
RTX RTX 0.0%
Value $4,000 Shares 47 Est. Cost $54.61 Unrealized +69.0%
ICLN ICLN 0.0%
Value $4,000 Shares 248 Est. Cost $23.25 Unrealized
RHHBY RHHBY 0.0%
Value $4,000 Shares 117 Est. Cost $41.09 Unrealized
SE SE 0.0%
Value $4,000 Shares 69 Est. Cost $53.87 Unrealized
ULTA ULTA 0.0%
Value $4,000 Shares 10 Est. Cost $513.25 Unrealized -4.6%
BA BA 0.0%
Value $4,000 Shares 20 Est. Cost $207.77 Unrealized -0.0%
NLY NLY 0.0%
Value $4,000 Shares 214 Est. Cost $15.95 Unrealized
AXP AXP 0.0%
Value $4,000 Shares 25 Est. Cost $160.00 Unrealized -2.4%
UHAL/B UHAL.B 0.0%
Value $4,000 Shares 90 Est. Cost $57.91 Unrealized -9.6%
NFLX NFLX 0.0%
Value $4,000 Shares 10 Est. Cost $19.22 Unrealized +91.7%
IJR IJR 0.0%
Value $3,000 Shares 39 Est. Cost $48.78 Unrealized
VTV VTV 0.0%
Value $3,000 Shares 21 Est. Cost $114.75 Unrealized
SCHX SCHX 0.0%
Value $3,000 Shares 74 Est. Cost $53.32 Unrealized
AMRN 0.0%
Value $3,000 Shares 2,750 Est. Cost $1.45 Unrealized
EMR EMR 0.0%
Value $3,000 Shares 36 Est. Cost $80.08 Unrealized 0.0%
DCBO DCBO 0.0%
Value $3,000 Shares 100 Est. Cost $51.10 Unrealized -29.1%
MINT MINT 0.0%
Value $3,000 Shares 38 Est. Cost $78.95 Unrealized
808CNT018 0.0%
Value $2,000 Shares 507 Est. Cost $7.89 Unrealized
EXPE EXPE 0.0%
Value $2,000 Shares 20 Est. Cost $104.01 Unrealized -6.5%
CARR CARR 0.0%
Value $2,000 Shares 47 Est. Cost $17.13 Unrealized +148.2%
CCL CCL 0.0%
Value $2,000 Shares 111 Est. Cost $60.22 Unrealized -80.6%
SCHA SCHA 0.0%
Value $2,000 Shares 46 Est. Cost $58.51 Unrealized
OTIS OTIS 0.0%
Value $2,000 Shares 23 Est. Cost $47.48 Unrealized +69.8%
HAL HAL 0.0%
Value $2,000 Shares 81 Est. Cost $29.68 Unrealized 0.0%
HUM HUM 0.0%
Value $2,000 Shares 5 Est. Cost $488.15 Unrealized 0.0%
PPG PPG 0.0%
Value $2,000 Shares 18 Est. Cost $99.02 Unrealized +33.0%
PXD 0.0%
Value $2,000 Shares 12 Est. Cost $166.67 Unrealized
MMM MMM 0.0%
Value $2,000 Shares 20 Est. Cost $114.11 Unrealized -32.0%
MGM MGM 0.0%
Value $2,000 Shares 50 Est. Cost $41.55 Unrealized +2.8%
RITM RITM 0.0%
Value $2,000 Shares 250 Est. Cost $8.00 Unrealized
KD KD 0.0%
Value $2,000 Shares 193 Est. Cost $21.59 Unrealized -37.3%
RVTY BAA-PKI 0.0%
Value $2,000 Shares 100 Est. Cost $179.04 Unrealized -31.8%
CRWD CRWD 0.0%
Value $2,000 Shares 14 Est. Cost $186.36 Unrealized -25.2%
EL EL 0.0%
Value $2,000 Shares 15 Est. Cost $227.67 Unrealized -11.5%
SRNE SRNEQ 0.0%
Value $1,000 Shares 3,600 Est. Cost $8.03 Unrealized -96.1%
WYNN WYNN 0.0%
Value $1,000 Shares 13 Est. Cost $104.26 Unrealized 0.0%
GEHC GEHC 0.0%
Value $1,000 Shares 18 Est. Cost $75.73 Unrealized +4.9%
INTC INTC 0.0%
Value $1,000 Shares 50 Est. Cost $44.16 Unrealized -30.4%
PACW 0.0%
Value $1,000 Shares 156 Est. Cost $19.23 Unrealized
FL 0.0%
Value $1,000 Shares 45 Est. Cost $22.22 Unrealized
CTRA CTRA 0.0%
Value $1,000 Shares 52 Est. Cost $22.80 Unrealized 0.0%
ACB 0.0%
Value $0 Shares 25 Est. Cost Unrealized
SWK SWK 0.0%
Value $0 Shares 5 Est. Cost $74.47 Unrealized 0.0%
EMBC EMBC 0.0%
Value $0 Shares 7 Est. Cost $25.42 Unrealized -3.7%
UHAL UHAL 0.0%
Value $0 Shares 10 Est. Cost $37.40 Unrealized +56.8%
SFIX SFIX 0.0%
Value $0 Shares 60 Est. Cost $4.68 Unrealized -19.1%
AYRWF AYR.A 0.0%
Value $0 Shares 100 Est. Cost $18.98 Unrealized -95.6%
DDD DDD 0.0%
Value $0 Shares 25 Est. Cost $33.05 Unrealized -72.3%