VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 7, 2024

Total Value ($000): $1,282,379 (100.0% shares, 0.0% debt)

Holdings (335)

VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.4%
Value ($000) $43,192 Shares 553,598 Est. Cost $68.97 Unrealized
AAPL APPLE INC COM 3.3%
Value ($000) $42,611 Shares 221,321 Est. Cost $84.66 Unrealized +115.9%
AVGO BROADCOM INC COM 3.0%
Value ($000) $38,655 Shares 34,630 Est. Cost $21.44 Unrealized +330.1%
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $32,008 Shares 85,118 Est. Cost $41.05 Unrealized +753.5%
JBL JABIL INC COM 2.2%
Value ($000) $27,982 Shares 219,641 Est. Cost $57.63 Unrealized +119.9%
AMGN AMGEN INC COM 1.9%
Value ($000) $24,165 Shares 83,900 Est. Cost $125.60 Unrealized +103.1%
VTV VANGUARD VALUE ETF 1.9%
Value ($000) $24,139 Shares 161,467 Est. Cost $138.09 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 1.9%
Value ($000) $24,127 Shares 59,296 Est. Cost $195.24 Unrealized +89.2%
MS MORGAN STANLEY COM NEW 1.8%
Value ($000) $22,661 Shares 243,009 Est. Cost $54.86 Unrealized +36.4%
COR CENCORA INC COM 1.8%
Value ($000) $22,558 Shares 109,833 Est. Cost $46.51 Unrealized +312.2%
MET METLIFE INC COM 1.7%
Value ($000) $22,181 Shares 335,418 Est. Cost $48.59 Unrealized +20.9%
HUBB HUBBELL INC COM 1.7%
Value ($000) $22,136 Shares 67,298 Est. Cost $113.78 Unrealized +157.0%
CSCO CISCO SYS INC COM 1.7%
Value ($000) $21,800 Shares 431,505 Est. Cost $20.42 Unrealized +134.9%
PGR PROGRESSIVE CORP COM 1.7%
Value ($000) $21,798 Shares 136,852 Est. Cost $55.57 Unrealized +157.9%
DELL DELL TECHNOLOGIES INC CL C 1.7%
Value ($000) $21,784 Shares 284,753 Est. Cost $39.03 Unrealized +74.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.7%
Value ($000) $21,694 Shares 61,824 Est. Cost $68.16 Unrealized +358.7%
MCHP MICROCHIP TECHNOLOGY INC. COM 1.7%
Value ($000) $21,581 Shares 239,309 Est. Cost $42.72 Unrealized +80.1%
ORCL ORACLE CORP COM 1.7%
Value ($000) $21,299 Shares 202,024 Est. Cost $29.44 Unrealized +262.5%
GOOGL ALPHABET INC CAP STK CL A 1.6%
Value ($000) $21,130 Shares 151,265 Est. Cost $108.03 Unrealized +23.4%
ROST ROSS STORES INC COM 1.6%
Value ($000) $20,624 Shares 149,031 Est. Cost $42.33 Unrealized +187.7%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1.6%
Value ($000) $20,613 Shares 242,875 Est. Cost $76.17 Unrealized
CVS CVS HEALTH CORP COM 1.6%
Value ($000) $20,510 Shares 259,750 Est. Cost $51.67 Unrealized +26.6%
CVX CHEVRON CORP NEW COM 1.6%
Value ($000) $20,419 Shares 136,892 Est. Cost $72.12 Unrealized +91.1%
CNXC CONCENTRIX CORP COM 1.6%
Value ($000) $20,185 Shares 205,530 Est. Cost $119.82 Unrealized -31.3%
ELV ELEVANCE HEALTH INC COM 1.5%
Value ($000) $19,638 Shares 41,645 Est. Cost $124.57 Unrealized +258.5%
SON SONOCO PRODS CO COM 1.5%
Value ($000) $19,101 Shares 341,883 Est. Cost $50.65 Unrealized -2.2%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $18,701 Shares 119,311 Est. Cost $75.42 Unrealized +90.4%
TMUS T-MOBILE US INC COM 1.4%
Value ($000) $18,582 Shares 115,900 Est. Cost $62.68 Unrealized +128.4%
AIZ ASSURANT INC COM 1.4%
Value ($000) $18,368 Shares 109,013 Est. Cost $85.80 Unrealized +79.2%
VZ VERIZON COMMUNICATIONS INC COM 1.4%
Value ($000) $18,346 Shares 486,639 Est. Cost $31.39 Unrealized -1.3%
HON HONEYWELL INTL INC COM 1.4%
Value ($000) $18,237 Shares 86,962 Est. Cost $58.01 Unrealized +197.0%
CI THE CIGNA GROUP COM 1.4%
Value ($000) $17,889 Shares 59,740 Est. Cost $191.12 Unrealized +46.9%
DRI DARDEN RESTAURANTS INC COM 1.4%
Value ($000) $17,867 Shares 108,745 Est. Cost $122.21 Unrealized +16.0%
CACI CACI INTL INC CL A 1.4%
Value ($000) $17,500 Shares 54,036 Est. Cost $230.95 Unrealized +40.5%
TPR TAPESTRY INC COM 1.3%
Value ($000) $16,428 Shares 446,281 Est. Cost $22.90 Unrealized +27.5%
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $15,451 Shares 251,596 Est. Cost $64.97 Unrealized -12.0%
STWD STARWOOD PPTY TR INC COM 1.2%
Value ($000) $15,256 Shares 725,806 Est. Cost $20.88 Unrealized
MGY MAGNOLIA OIL & GAS CORP CL A 1.2%
Value ($000) $15,192 Shares 713,567 Est. Cost $24.36 Unrealized -10.1%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 1.2%
Value ($000) $14,947 Shares 244,592 Est. Cost $56.72 Unrealized -3.7%
CAG CONAGRA BRANDS INC COM 1.2%
Value ($000) $14,840 Shares 517,792 Est. Cost $31.44 Unrealized -20.8%
LKQ LKQ CORP COM 1.1%
Value ($000) $14,682 Shares 307,227 Est. Cost $27.41 Unrealized +59.5%
NFG NATIONAL FUEL GAS CO COM 1.1%
Value ($000) $14,593 Shares 290,873 Est. Cost $41.20 Unrealized +25.3%
PPA INVESCO AEROSPACE & DEFENSE ETF 1.1%
Value ($000) $13,589 Shares 147,451 Est. Cost $85.94 Unrealized
TGT TARGET CORP COM 1.0%
Value ($000) $13,011 Shares 91,355 Est. Cost $165.21 Unrealized -31.6%
BJ BJS WHSL CLUB HLDGS INC 1.0%
Value ($000) $12,921 Shares 193,830 Est. Cost $71.83 Unrealized -5.8%
PFE PFIZER INC COM 1.0%
Value ($000) $12,489 Shares 433,802 Est. Cost $27.56 Unrealized -4.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.9%
Value ($000) $11,222 Shares 223,417 Est. Cost $50.18 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.8%
Value ($000) $10,043 Shares 17,432 Est. Cost $473.65 Unrealized
NEM NEWMONT CORP COM 0.7%
Value ($000) $9,360 Shares 226,131 Est. Cost $49.29 Unrealized -25.3%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $5,752 Shares 33,813 Est. Cost $66.16 Unrealized +119.0%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.4%
Value ($000) $5,541 Shares 129,320 Est. Cost $39.56 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.4%
Value ($000) $5,455 Shares 39,847 Est. Cost $147.91 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.4%
Value ($000) $5,377 Shares 108,919 Est. Cost $48.47 Unrealized
CAT CATERPILLAR INC COM 0.4%
Value ($000) $5,325 Shares 18,011 Est. Cost $193.69 Unrealized +29.7%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $5,309 Shares 122,674 Est. Cost $36.03 Unrealized -8.1%
NTAP NETAPP INC COM 0.4%
Value ($000) $5,292 Shares 60,023 Est. Cost $43.30 Unrealized +77.9%
MRK MERCK & CO INC COM 0.4%
Value ($000) $5,116 Shares 46,929 Est. Cost $50.75 Unrealized +90.8%
ABBV ABBVIE INC COM 0.4%
Value ($000) $5,048 Shares 32,577 Est. Cost $54.10 Unrealized +150.9%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $5,008 Shares 34,626 Est. Cost $84.45 Unrealized +40.1%
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $4,995 Shares 19,235 Est. Cost $150.26 Unrealized +55.9%
HD HOME DEPOT INC COM 0.4%
Value ($000) $4,982 Shares 14,376 Est. Cost $159.80 Unrealized +83.8%
EUDG WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND 0.4%
Value ($000) $4,840 Shares 152,042 Est. Cost $28.69 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $4,679 Shares 37,444 Est. Cost $99.15 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $4,627 Shares 28,292 Est. Cost $101.82 Unrealized +39.0%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $4,625 Shares 31,560 Est. Cost $82.83 Unrealized +69.8%
MSM MSC INDL DIRECT INC CL A 0.4%
Value ($000) $4,536 Shares 44,795 Est. Cost $70.98 Unrealized +39.4%
TRV TRAVELERS COMPANIES INC COM 0.4%
Value ($000) $4,494 Shares 23,593 Est. Cost $117.36 Unrealized +42.0%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,482 Shares 15,116 Est. Cost $178.77 Unrealized +44.7%
O REALTY INCOME CORP COM 0.3%
Value ($000) $4,390 Shares 76,452 Est. Cost $54.46 Unrealized -14.6%
VICI VICI PPTYS INC COM 0.3%
Value ($000) $4,378 Shares 137,334 Est. Cost $23.98 Unrealized +8.1%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $4,375 Shares 54,007 Est. Cost $55.80 Unrealized +29.4%
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value ($000) $4,366 Shares 53,758 Est. Cost $78.42 Unrealized -8.5%
STT STATE STR CORP COM 0.3%
Value ($000) $4,324 Shares 55,818 Est. Cost $60.70 Unrealized +6.8%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $4,191 Shares 26,656 Est. Cost $100.17 Unrealized +34.0%
PEP PEPSICO INC COM 0.3%
Value ($000) $4,179 Shares 24,605 Est. Cost $88.26 Unrealized +74.2%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $4,172 Shares 95,138 Est. Cost $36.46 Unrealized +10.0%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $4,115 Shares 9,080 Est. Cost $302.50 Unrealized +38.0%
EOG EOG RES INC COM 0.3%
Value ($000) $4,107 Shares 33,954 Est. Cost $108.48 Unrealized +6.5%
DOX AMDOCS LTD SHS 0.3%
Value ($000) $4,096 Shares 46,601 Est. Cost $69.24 Unrealized +14.2%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $4,088 Shares 62,761 Est. Cost $50.14 Unrealized +18.7%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $4,066 Shares 230,474 Est. Cost $10.80 Unrealized +42.0%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.3%
Value ($000) $4,050 Shares 68,049 Est. Cost $55.60 Unrealized
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $4,049 Shares 39,046 Est. Cost $63.24 Unrealized +37.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.3%
Value ($000) $4,048 Shares 46,169 Est. Cost $75.91 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $4,036 Shares 23,679 Est. Cost $151.85 Unrealized -4.2%
KO COCA COLA CO COM 0.3%
Value ($000) $4,034 Shares 68,449 Est. Cost $55.60 Unrealized -4.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.3%
Value ($000) $4,014 Shares 40,446 Est. Cost $94.08 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $4,006 Shares 53,339 Est. Cost $78.47 Unrealized
CMI CUMMINS INC COM 0.3%
Value ($000) $3,953 Shares 16,501 Est. Cost $151.81 Unrealized +42.8%
T AT&T INC COM 0.3%
Value ($000) $3,928 Shares 234,093 Est. Cost $14.92 Unrealized -4.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value ($000) $3,896 Shares 63,712 Est. Cost $38.88 Unrealized +47.3%
HPQ HP INC COM 0.3%
Value ($000) $3,774 Shares 125,436 Est. Cost $17.68 Unrealized +45.7%
VOT VANGUARD MID-CAP GROWTH ETF 0.3%
Value ($000) $3,588 Shares 16,342 Est. Cost $183.14 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $3,405 Shares 7,129 Est. Cost $345.89 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.3%
Value ($000) $3,402 Shares 8,386 Est. Cost $341.26 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $3,334 Shares 7,015 Est. Cost $299.85 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.3%
Value ($000) $3,334 Shares 35,068 Est. Cost $57.29 Unrealized +39.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $3,322 Shares 64,746 Est. Cost $49.52 Unrealized -5.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $3,109 Shares 57,605 Est. Cost $50.58 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.2%
Value ($000) $2,915 Shares 22,759 Est. Cost $111.15 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.2%
Value ($000) $2,907 Shares 50,732 Est. Cost $50.36 Unrealized
BBH VANECK BIOTECH ETF 0.2%
Value ($000) $2,837 Shares 17,162 Est. Cost $155.73 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $2,803 Shares 19,330 Est. Cost $118.87 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $2,701 Shares 25,081 Est. Cost $105.54 Unrealized -15.0%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.2%
Value ($000) $2,329 Shares 74,705 Est. Cost $26.91 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $2,254 Shares 32,037 Est. Cost $62.42 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $2,170 Shares 87,644 Est. Cost $24.66 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $1,985 Shares 21,161 Est. Cost $72.39 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $1,980 Shares 8,188 Est. Cost $223.33 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.2%
Value ($000) $1,962 Shares 78,763 Est. Cost $24.73 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $1,928 Shares 12,691 Est. Cost $123.24 Unrealized +13.7%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.2%
Value ($000) $1,924 Shares 80,491 Est. Cost $23.74 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $1,900 Shares 24,666 Est. Cost $75.25 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value ($000) $1,630 Shares 68,097 Est. Cost $23.74 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,603 Shares 20,714 Est. Cost $76.28 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,601 Shares 5,281 Est. Cost $184.22 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,475 Shares 35,893 Est. Cost $42.99 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,308 Shares 6,793 Est. Cost $131.70 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $1,243 Shares 2,569 Est. Cost $193.46 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $1,216 Shares 39,001 Est. Cost $30.15 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $1,200 Shares 10,747 Est. Cost $111.28 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $1,167 Shares 25,356 Est. Cost $43.56 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $1,089 Shares 13,073 Est. Cost $81.76 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $917 Shares 36,556 Est. Cost $24.55 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.1%
Value ($000) $908 Shares 36,110 Est. Cost $24.68 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value ($000) $821 Shares 31,101 Est. Cost $24.80 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $760 Shares 9,351 Est. Cost $79.95 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $751 Shares 9,866 Est. Cost $70.76 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $738 Shares 1,690 Est. Cost $383.40 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $738 Shares 40,688 Est. Cost $17.22 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $704 Shares 1,421 Est. Cost $35.62 Unrealized +30.0%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $704 Shares 1,207 Est. Cost $288.16 Unrealized +99.6%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $682 Shares 4,840 Est. Cost $108.22 Unrealized +24.4%
VLY VALLEY NATL BANCORP COM 0.1%
Value ($000) $655 Shares 60,277 Est. Cost $10.30 Unrealized -12.9%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $637 Shares 964 Est. Cost $259.19 Unrealized +121.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $610 Shares 5,918 Est. Cost $99.09 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $603 Shares 10,332 Est. Cost $57.99 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $602 Shares 1,471 Est. Cost $336.04 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $575 Shares 4,214 Est. Cost $123.19 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $556 Shares 1,057 Est. Cost $232.44 Unrealized +120.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $482 Shares 1,549 Est. Cost $246.75 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $460 Shares 19,950 Est. Cost $22.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $457 Shares 1,282 Est. Cost $242.55 Unrealized +44.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $439 Shares 11,664 Est. Cost $23.97 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $420 Shares 2,128 Est. Cost $100.43 Unrealized +72.1%
ABT ABBOTT LABS COM 0.0%
Value ($000) $420 Shares 3,815 Est. Cost $84.17 Unrealized +14.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $419 Shares 3,580 Est. Cost $118.78 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $418 Shares 700 Est. Cost $474.77 Unrealized +21.5%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $400 Shares 2,468 Est. Cost $93.16 Unrealized +54.7%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $386 Shares 332 Est. Cost $493.53 Unrealized +103.9%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $383 Shares 2,141 Est. Cost $123.27 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $364 Shares 685 Est. Cost $489.10 Unrealized -1.7%
V VISA INC COM CL A 0.0%
Value ($000) $363 Shares 1,395 Est. Cost $222.71 Unrealized +9.0%
INTC INTEL CORP COM 0.0%
Value ($000) $354 Shares 7,050 Est. Cost $27.88 Unrealized +43.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $348 Shares 2,717 Est. Cost $77.53 Unrealized +53.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $347 Shares 597 Est. Cost $319.18 Unrealized +60.1%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $337 Shares 654 Est. Cost $404.50 Unrealized +26.4%
CDW CDW CORP COM 0.0%
Value ($000) $334 Shares 1,469 Est. Cost $149.08 Unrealized +38.2%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $328 Shares 1,716 Est. Cost $170.72 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $325 Shares 1,378 Est. Cost $235.51 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $314 Shares 786 Est. Cost $332.00 Unrealized +10.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $311 Shares 997 Est. Cost $245.88 Unrealized +7.4%
GGG GRACO INC COM 0.0%
Value ($000) $307 Shares 3,539 Est. Cost $71.19 Unrealized +7.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $307 Shares 3,272 Est. Cost $85.42 Unrealized +2.2%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $305 Shares 1,339 Est. Cost $201.60 Unrealized +11.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $300 Shares 131 Est. Cost $30.14 Unrealized +38.1%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $290 Shares 305 Est. Cost $38.03 Unrealized +66.2%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $289 Shares 3,749 Est. Cost $79.61 Unrealized -18.1%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $280 Shares 572 Est. Cost $495.86 Unrealized -14.9%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $278 Shares 1,437 Est. Cost $162.39 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $276 Shares 4,718 Est. Cost $56.24 Unrealized -1.7%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $266 Shares 981 Est. Cost $248.94 Unrealized -2.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $262 Shares 1,125 Est. Cost $151.92 Unrealized +46.2%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $249 Shares 2,359 Est. Cost $104.62 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $248 Shares 9,677 Est. Cost $24.34 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $243 Shares 3,342 Est. Cost $52.19 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $236 Shares 1,177 Est. Cost $138.81 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $233 Shares 9,252 Est. Cost $24.92 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $229 Shares 988 Est. Cost $243.66 Unrealized -13.7%
AON AON PLC SHS CL A 0.0%
Value ($000) $226 Shares 777 Est. Cost $268.09 Unrealized +17.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $214 Shares 1,147 Est. Cost $156.63 Unrealized +13.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $209 Shares 2,492 Est. Cost $53.75 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $181 Shares 2,466 Est. Cost $75.29 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $178 Shares 1,026 Est. Cost $120.88 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $171 Shares 1,084 Est. Cost $20.00 Unrealized +158.2%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $167 Shares 2,150 Est. Cost $42.70 Unrealized +49.6%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $163 Shares 4,801 Est. Cost $35.32 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $160 Shares 3,192 Est. Cost $49.76 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $144 Shares 1,265 Est. Cost $76.58 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $137 Shares 1,173 Est. Cost $117.65 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $125 Shares 758 Est. Cost $165.25 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $125 Shares 520 Est. Cost $66.61 Unrealized +223.6%
AFL AFLAC INC COM 0.0%
Value ($000) $113 Shares 1,375 Est. Cost $54.37 Unrealized +41.6%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $107 Shares 1,255 Est. Cost $72.95 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $101 Shares 388 Est. Cost $147.52 Unrealized +45.0%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $98 Shares 2,058 Est. Cost $47.35 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $98 Shares 736 Est. Cost $100.19 Unrealized +5.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $96 Shares 27 Est. Cost $2099.09 Unrealized +46.2%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $90 Shares 900 Est. Cost $54.21 Unrealized +80.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $87 Shares 1,570 Est. Cost $49.85 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $84 Shares 635 Est. Cost $97.20 Unrealized +26.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $82 Shares 1,145 Est. Cost $72.28 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $81 Shares 1,084 Est. Cost $68.97 Unrealized -3.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $78 Shares 250 Est. Cost $175.54 Unrealized +53.9%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $72 Shares 1,639 Est. Cost $38.18 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $71 Shares 4,299 Est. Cost $14.65 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $69 Shares 2,390 Est. Cost $29.44 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $69 Shares 1,345 Est. Cost $50.52 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $68 Shares 438 Est. Cost $136.99 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $64 Shares 766 Est. Cost $57.56 Unrealized +31.4%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $61 Shares 142 Est. Cost $234.92 Unrealized +69.0%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $56 Shares 300 Est. Cost $190.00 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $54 Shares 1,064 Est. Cost $49.99 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $52 Shares 482 Est. Cost $106.77 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 750 Est. Cost $66.67 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $26.45 Unrealized +4.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $50 Shares 250 Est. Cost $147.64 Unrealized +16.6%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $47 Shares 525 Est. Cost $103.89 Unrealized -17.0%
KR KROGER CO COM 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $49.21 Unrealized -13.9%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $42 Shares 668 Est. Cost $70.30 Unrealized
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.0%
Value ($000) $42 Shares 846 Est. Cost $49.62 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $42 Shares 245 Est. Cost $151.77 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $41 Shares 2,407 Est. Cost $17.01 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $40 Shares 283 Est. Cost $120.01 Unrealized +3.9%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $39 Shares 400 Est. Cost $48.60 Unrealized +81.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $38 Shares 161 Est. Cost $223.80 Unrealized -10.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $36 Shares 600 Est. Cost $68.84 Unrealized -22.3%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $35 Shares 350 Est. Cost $79.93 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $34 Shares 145 Est. Cost $188.24 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $32 Shares 143 Est. Cost $160.18 Unrealized +45.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $31 Shares 614 Est. Cost $49.13 Unrealized
CALAMOS DYNAMIC CONV & INCOME COM 0.0%
Value ($000) $30 Shares 1,500 Est. Cost $21.74 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $29 Shares 250 Est. Cost $79.66 Unrealized +37.8%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 717 Est. Cost $40.60 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $27 Shares 733 Est. Cost $33.56 Unrealized -9.5%
FDX FEDEX CORP COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $179.18 Unrealized +35.2%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $283.70 Unrealized -26.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $24 Shares 100 Est. Cost $227.83 Unrealized +0.0%
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $64.59 Unrealized +62.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $23 Shares 105 Est. Cost $136.80 Unrealized +42.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $23 Shares 175 Est. Cost $78.81 Unrealized +40.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $23 Shares 224 Est. Cost $99.04 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $22 Shares 150 Est. Cost $115.64 Unrealized +11.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $22 Shares 225 Est. Cost $98.49 Unrealized -18.0%
MMM 3M CO COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $87.16 Unrealized -13.3%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $20.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $20 Shares 775 Est. Cost $24.24 Unrealized
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $48.21 Unrealized +12.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $20 Shares 247 Est. Cost $82.69 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $34.07 Unrealized +64.4%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $20 Shares 262 Est. Cost $79.42 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $20 Shares 105 Est. Cost $85.61 Unrealized +83.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 226 Est. Cost $57.69 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $18 Shares 359 Est. Cost $49.89 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $18 Shares 250 Est. Cost $36.91 Unrealized +74.2%
TOTL SPDR Doubleline 0.0%
Value ($000) $18 Shares 447 Est. Cost $42.25 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $16 Shares 219 Est. Cost $64.23 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $16 Shares 407 Est. Cost $38.45 Unrealized -9.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $16 Shares 90 Est. Cost $152.54 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $15 Shares 130 Est. Cost $112.87 Unrealized -1.6%
DOV DOVER CORP COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $129.06 Unrealized +5.9%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $15 Shares 327 Est. Cost $46.04 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $15 Shares 285 Est. Cost $41.77 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $15 Shares 60 Est. Cost $192.30 Unrealized +12.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $11 Shares 962 Est. Cost $18.55 Unrealized -41.8%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $78.47 Unrealized -13.6%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $62.04 Unrealized +48.3%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $11 Shares 52 Est. Cost $153.09 Unrealized +16.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $108.39 Unrealized +10.4%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $10 Shares 206 Est. Cost $47.81 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $10 Shares 87 Est. Cost $91.95 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.65 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $9 Shares 40 Est. Cost $200.00 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $9 Shares 173 Est. Cost $49.77 Unrealized
AZTA AZENTA INC COM 0.0%
Value ($000) $8 Shares 125 Est. Cost $74.74 Unrealized -27.4%
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $8 Shares 376 Est. Cost $17.44 Unrealized -5.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $72.21 Unrealized -0.7%
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 0.0%
Value ($000) $7 Shares 258 Est. Cost $30.30 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $7 Shares 212 Est. Cost $32.30 Unrealized -9.4%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $6 Shares 4 Est. Cost $871.74 Unrealized +62.6%
MBB ISHARES MBS ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $88.80 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $6 Shares 98 Est. Cost $90.53 Unrealized -42.2%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $5 Shares 325 Est. Cost $20.00 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $5 Shares 39 Est. Cost $105.97 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $5 Shares 457 Est. Cost $10.57 Unrealized
LQD Ishares Iboxx Inv Gr 0.0%
Value ($000) $4 Shares 40 Est. Cost $110.00 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $4 Shares 68 Est. Cost $133.45 Unrealized -60.9%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $184.01 Unrealized +2.4%
KVUE KENVUE INC COM 0.0%
Value ($000) $4 Shares 176 Est. Cost $21.04 Unrealized -12.5%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $42.11 Unrealized +10.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $23.49 Unrealized +23.5%
F FORD MTR CO DEL COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.11 Unrealized -4.7%
MASI MASIMO CORP COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $133.79 Unrealized -30.3%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.44 Unrealized -1.7%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $55.62 Unrealized +32.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $38.12 Unrealized +3.3%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.81 Unrealized -16.6%
IYR Ishares US Real Estate ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $75.20 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.48 Unrealized +74.7%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 175 Est. Cost $8.00 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.17 Unrealized -2.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 Shares 20 Est. Cost $87.09 Unrealized -28.9%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $39.95 Unrealized +2.7%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $1 Shares 44 Est. Cost $68.18 Unrealized
DUBUQUE CAPITAL, INC 0.0%
Value ($000) $1 Shares 100,000 Est. Cost $0.01 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $79.23 Unrealized -58.4%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.16 Unrealized +21.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 Shares 9 Est. Cost $73.75 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.21 Unrealized -22.7%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 20 Est. Cost $11.64 Unrealized +46.8%
LEGR FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $15.36 Unrealized +3.9%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $22.89 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.96 Unrealized
CDXS CODEXIS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.54 Unrealized -82.9%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.06 Unrealized -4.9%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.31 Unrealized -33.4%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $19.50 Unrealized
LIONS GATE ENTMNT CORP CL B NON VTG 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.99 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.00 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.33 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $87.47 Unrealized +45.6%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.40 Unrealized +22.0%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.87 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.03 Unrealized -64.9%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.20 Unrealized
ENERGOUS CORP COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $1.60 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.94 Unrealized