Advocacy Wealth Management Services, LLC Diversified Active

CIK: 0001569452 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 2, 2021

Total Value ($000): $540,374 (100.0% shares, 0.0% debt)

Holdings (205)

FLOT ISHARES FLOATING RATE BOND ETF 20.3%
Value ($000) $109,648 Shares 2,157,568 Est. Cost $50.75 Unrealized
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 18.5%
Value ($000) $99,717 Shares 2,671,947 Est. Cost $25.80 Unrealized
OVB OVERLAY SHARES CORE BOND ETF 15.6%
Value ($000) $84,131 Shares 3,201,498 Est. Cost $25.36 Unrealized
VOO VANGUARD S&P 500 ETF 11.8%
Value ($000) $63,528 Shares 161,436 Est. Cost $338.79 Unrealized
VGK VANGUARD FTSE EUROPE ETF 8.8%
Value ($000) $47,469 Shares 705,754 Est. Cost $67.26 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 3.8%
Value ($000) $20,494 Shares 178,242 Est. Cost $110.76 Unrealized
KBWB INVESCO KBW BANK ETF 3.2%
Value ($000) $17,446 Shares 270,856 Est. Cost $37.87 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 2.0%
Value ($000) $10,591 Shares 44,809 Est. Cost $219.15 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ETF 1.6%
Value ($000) $8,424 Shares 92,494 Est. Cost $80.21 Unrealized
IYT ISHARES TRANSPORTATION AVERAGE ETF 1.5%
Value ($000) $8,301 Shares 31,930 Est. Cost $259.67 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 1.5%
Value ($000) $8,253 Shares 118,574 Est. Cost $69.60 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 1.5%
Value ($000) $7,867 Shares 95,580 Est. Cost $80.72 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $4,534 Shares 67,676 Est. Cost $61.19 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.8%
Value ($000) $4,404 Shares 86,788 Est. Cost $50.64 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $4,338 Shares 10,091 Est. Cost $312.21 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.8%
Value ($000) $4,068 Shares 115,235 Est. Cost $34.84 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.7%
Value ($000) $4,049 Shares 39,704 Est. Cost $101.82 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $4,036 Shares 74,923 Est. Cost $50.24 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.7%
Value ($000) $4,000 Shares 79,239 Est. Cost $50.48 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.7%
Value ($000) $3,914 Shares 77,475 Est. Cost $50.48 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.5%
Value ($000) $2,866 Shares 54,114 Est. Cost $33.91 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value ($000) $2,786 Shares 24,153 Est. Cost $115.79 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.5%
Value ($000) $2,684 Shares 34,778 Est. Cost $77.18 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $2,350 Shares 31,392 Est. Cost $59.17 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.2%
Value ($000) $1,295 Shares 17,142 Est. Cost $68.49 Unrealized
OVM OVERLAY SHARES MUNICIPAL BOND ETF 0.2%
Value ($000) $866 Shares 32,735 Est. Cost $24.82 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $710 Shares 1,659 Est. Cost $373.72 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value ($000) $702 Shares 10,942 Est. Cost $55.57 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $471 Shares 1,478 Est. Cost $58.66 Unrealized +383.8%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $447 Shares 8,336 Est. Cost $54.99 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $403 Shares 5,480 Est. Cost $62.49 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $255 Shares 2,366 Est. Cost $107.70 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $202 Shares 519 Est. Cost $304.53 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $195 Shares 1,662 Est. Cost $114.01 Unrealized
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $191 Shares 2,086 Est. Cost $91.67 Unrealized
OVF OVERLAY SHARES FOREIGN EQUITY ETF 0.0%
Value ($000) $177 Shares 6,476 Est. Cost $22.94 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $150 Shares 1,282 Est. Cost $117.00 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $147 Shares 506 Est. Cost $266.80 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $135 Shares 567 Est. Cost $206.35 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $133 Shares 4,427 Est. Cost $30.18 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $117 Shares 1,357 Est. Cost $50.33 Unrealized
OVS OVERLAY SHARES SMALL CAP EQUITY ETF 0.0%
Value ($000) $117 Shares 3,122 Est. Cost $24.54 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $116 Shares 1,356 Est. Cost $83.15 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $102 Shares 1,365 Est. Cost $63.96 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $101 Shares 1,479 Est. Cost $68.29 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $101 Shares 1,094 Est. Cost $66.28 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $101 Shares 2,454 Est. Cost $41.16 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $95 Shares 267 Est. Cost $180.21 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $93 Shares 2,000 Est. Cost $23.48 Unrealized
IETC ISHARES EVOLVED U.S. TECHNOLOGY ETF 0.0%
Value ($000) $91 Shares 1,662 Est. Cost $41.11 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $88 Shares 2,069 Est. Cost $37.02 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $86 Shares 2,646 Est. Cost $32.24 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $81 Shares 856 Est. Cost $87.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $80 Shares 1,199 Est. Cost $52.77 Unrealized +2.1%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $78 Shares 603 Est. Cost $104.30 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $76 Shares 1,250 Est. Cost $57.06 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $76 Shares 913 Est. Cost $79.76 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $75 Shares 528 Est. Cost $122.15 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $73 Shares 391 Est. Cost $192.87 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $60 Shares 362 Est. Cost $124.20 Unrealized +16.7%
PJP INVESCO DYNAMIC PHARMACEUTICALS ETF 0.0%
Value ($000) $58 Shares 722 Est. Cost $64.68 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $53 Shares 1,137 Est. Cost $41.35 Unrealized
DOL WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND 0.0%
Value ($000) $52 Shares 1,046 Est. Cost $47.35 Unrealized
MBSD FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND 0.0%
Value ($000) $52 Shares 2,205 Est. Cost $23.55 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $50 Shares 341 Est. Cost $61.45 Unrealized
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $48 Shares 1,228 Est. Cost $39.09 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $43 Shares 794 Est. Cost $36.87 Unrealized +28.2%
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $43 Shares 5,100 Est. Cost $2.19 Unrealized +114.3%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $41 Shares 679 Est. Cost $38.73 Unrealized +21.8%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $40 Shares 470 Est. Cost $45.87 Unrealized +53.8%
GGME INVESCO DYNAMIC MEDIA ETF 0.0%
Value ($000) $39 Shares 692 Est. Cost $35.27 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $21.60 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $39 Shares 361 Est. Cost $104.28 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $38 Shares 636 Est. Cost $53.77 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $38 Shares 1,328 Est. Cost $15.91 Unrealized +6.8%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $37 Shares 201 Est. Cost $108.19 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $37 Shares 290 Est. Cost $86.99 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $36 Shares 173 Est. Cost $164.16 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 975 Est. Cost $36.92 Unrealized
SOCL GLOBAL X SOCIAL MEDIA INDEX FUND 0.0%
Value ($000) $36 Shares 497 Est. Cost $47.13 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $35 Shares 513 Est. Cost $64.08 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $35 Shares 870 Est. Cost $33.82 Unrealized 0.0%
WEDBUSH ETFMG VIDEO GAME TECH ETF 0.0%
Value ($000) $35 Shares 364 Est. Cost $64.01 Unrealized
ONLN PROSHARES ONLINE RETAIL ETF 0.0%
Value ($000) $32 Shares 395 Est. Cost $79.37 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $31 Shares 174 Est. Cost $107.96 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $31 Shares 312 Est. Cost $83.88 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $31 Shares 215 Est. Cost $45.34 Unrealized +184.2%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $31 Shares 549 Est. Cost $34.89 Unrealized +24.5%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $31 Shares 1,565 Est. Cost $12.51 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $29 Shares 61 Est. Cost $21.48 Unrealized +95.8%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $29 Shares 554 Est. Cost $25.46 Unrealized +80.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $28 Shares 212 Est. Cost $96.29 Unrealized 0.0%
AAPL APPLE INC COM 0.0%
Value ($000) $28 Shares 207 Est. Cost $83.79 Unrealized +50.9%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $27 Shares 11 Est. Cost $47.46 Unrealized +144.2%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $26 Shares 667 Est. Cost $38.98 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $26 Shares 256 Est. Cost $69.61 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $25 Shares 159 Est. Cost $76.03 Unrealized +83.8%
META FACEBOOK INC CL A 0.0%
Value ($000) $24 Shares 68 Est. Cost $192.62 Unrealized +65.4%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $24 Shares 81 Est. Cost $228.51 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $23 Shares 319 Est. Cost $54.81 Unrealized +14.4%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $23 Shares 554 Est. Cost $36.56 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $22 Shares 106 Est. Cost $118.06 Unrealized +65.8%
GLOBAL X MSCI CHINA CONSUMER STAPLES ETF 0.0%
Value ($000) $22 Shares 689 Est. Cost $27.36 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $22 Shares 15 Est. Cost $1255.27 Unrealized +15.5%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $21 Shares 700 Est. Cost $30.30 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $20 Shares 164 Est. Cost $37.10 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $20 Shares 124 Est. Cost $66.57 Unrealized +122.1%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $20 Shares 229 Est. Cost $52.14 Unrealized +63.7%
FDX FEDEX CORP COM 0.0%
Value ($000) $20 Shares 66 Est. Cost $161.31 Unrealized +67.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $19 Shares 332 Est. Cost $36.47 Unrealized +30.9%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $18 Shares 161 Est. Cost $84.11 Unrealized +29.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $17 Shares 226 Est. Cost $60.09 Unrealized +11.9%
CB CHUBB LIMITED COM 0.0%
Value ($000) $17 Shares 109 Est. Cost $113.58 Unrealized +36.7%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $17 Shares 62 Est. Cost $181.84 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $17 Shares 278 Est. Cost $35.47 Unrealized +46.2%
WTPI WISDOMTREE CBOE S&P 500 PUTWRITE STRATEGY FUND 0.0%
Value ($000) $16 Shares 503 Est. Cost $29.20 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $16 Shares 201 Est. Cost $47.85 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $16 Shares 212 Est. Cost $56.22 Unrealized +14.1%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $16 Shares 625 Est. Cost $20.80 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $16 Shares 113 Est. Cost $129.31 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $14 Shares 201 Est. Cost $54.51 Unrealized +34.2%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $14 Shares 38 Est. Cost $305.03 Unrealized +11.0%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $14 Shares 4 Est. Cost $139.69 Unrealized +19.0%
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $14 Shares 51 Est. Cost $222.87 Unrealized +9.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $14 Shares 136 Est. Cost $70.65 Unrealized +23.3%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $13 Shares 137 Est. Cost $69.99 Unrealized +26.4%
INTC INTEL CORP COM 0.0%
Value ($000) $13 Shares 237 Est. Cost $44.12 Unrealized +21.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $13 Shares 64 Est. Cost $105.72 Unrealized +67.1%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $13 Shares 87 Est. Cost $64.87 Unrealized +113.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $12 Shares 189 Est. Cost $33.39 Unrealized +63.6%
HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 0.0%
Value ($000) $12 Shares 382 Est. Cost $32.08 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 173 Est. Cost $57.80 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $11 Shares 221 Est. Cost $38.39 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 102 Est. Cost $107.84 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 365 Est. Cost $30.67 Unrealized
GLOBAL X MSCI CHINA FINANCIALS ETF 0.0%
Value ($000) $11 Shares 697 Est. Cost $13.94 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $10 Shares 95 Est. Cost $116.26 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $10 Shares 69 Est. Cost $69.44 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $10 Shares 83 Est. Cost $92.47 Unrealized +10.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $9 Shares 82 Est. Cost $109.76 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $9 Shares 31 Est. Cost $206.72 Unrealized +27.5%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 62 Est. Cost $131.72 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $9 Shares 641 Est. Cost $14.04 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $8 Shares 12 Est. Cost $170.65 Unrealized +27.2%
OUNZ VAN ECK MERK GOLD TRUST 0.0%
Value ($000) $7 Shares 386 Est. Cost $18.13 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.02 Unrealized 0.0%
PTCT PTC THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 175 Est. Cost $42.85 Unrealized 0.0%
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 0.0%
Value ($000) $6 Shares 121 Est. Cost $48.62 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $51.92 Unrealized
SYSB ISHARES U.S. FIXED INCOME BALANCED RISK FACTOR ETF 0.0%
Value ($000) $6 Shares 62 Est. Cost $97.78 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $85.51 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $4 Shares 15 Est. Cost $208.02 Unrealized +11.5%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $3 Shares 2 Est. Cost $104.97 Unrealized +17.4%
WMT WALMART INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $41.28 Unrealized +6.1%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $3 Shares 560 Est. Cost $5.36 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $2 Shares 13 Est. Cost $133.92 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $175.60 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $30.99 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $235.22 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $120.71 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $125.21 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $250.29 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $134.67 Unrealized 0.0%
BLACKROCK INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1000.00 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $133.35 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.63 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $76.42 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $158.69 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $33.97 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $50.04 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $1 Shares 4 Est. Cost $75.37 Unrealized +66.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.71 Unrealized 0.0%
IAA INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.90 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $231.90 Unrealized -3.6%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $27.18 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.03 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.72 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $52.29 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $30.81 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.39 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $55.07 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $94.76 Unrealized 0.0%
AFG AMERICAN FINL GROUP INC OHIO COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.86 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $54.47 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.79 Unrealized 0.0%
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $39.98 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $30.58 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.87 Unrealized 0.0%
AVID BIOSERVICES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $26.20 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.77 Unrealized 0.0%
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.90 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.29 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.06 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CRANE CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.36 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $113.44 Unrealized 0.0%
OPLN KAR AUCTION SVCS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.94 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.98 Unrealized 0.0%