Concorde Asset Management, LLC Diversified Active

CIK: 0001631773 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 20, 2021

Total Value ($000): $178,088 (100.0% shares, 0.0% debt)

Holdings (194)

IVV ISHARES TR 4.1%
Value ($000) $7,362 Shares 17,123 Est. Cost $275.73 Unrealized
ESGU ISHARES TR 3.2%
Value ($000) $5,669 Shares 57,572 Est. Cost $69.92 Unrealized
GOVT ISHARES TR 2.5%
Value ($000) $4,526 Shares 166,659 Est. Cost $25.82 Unrealized
IUSB ISHARES TR 2.5%
Value ($000) $4,491 Shares 83,953 Est. Cost $52.86 Unrealized
MO ALTRIA GROUP INC 2.4%
Value ($000) $4,189 Shares 87,874 Est. Cost $30.78 Unrealized +10.4%
BGS B & G FOODS INC NEW 2.2%
Value ($000) $3,913 Shares 119,292 Est. Cost $20.01 Unrealized -0.4%
GLAXOSMITHKLINE PLC 1.8%
Value ($000) $3,176 Shares 79,765 Est. Cost $37.48 Unrealized
EFV ISHARES TR 1.8%
Value ($000) $3,154 Shares 60,932 Est. Cost $51.11 Unrealized
CHIMERA INVT CORP 1.8%
Value ($000) $3,145 Shares 208,811 Est. Cost $11.42 Unrealized
IGSB ISHARES TR 1.8%
Value ($000) $3,128 Shares 57,064 Est. Cost $58.28 Unrealized
T AT&T INC 1.7%
Value ($000) $3,102 Shares 107,816 Est. Cost $16.08 Unrealized +5.7%
IJR ISHARES TR 1.7%
Value ($000) $3,007 Shares 26,624 Est. Cost $78.06 Unrealized
BCE BCE INC 1.7%
Value ($000) $2,949 Shares 59,795 Est. Cost $32.19 Unrealized +8.9%
BTI BRITISH AMERN TOB PLC 1.6%
Value ($000) $2,818 Shares 71,691 Est. Cost $39.03 Unrealized
BBDC BARINGS BDC INC 1.5%
Value ($000) $2,743 Shares 259,710 Est. Cost $5.74 Unrealized +10.5%
AGNC AGNC INVT CORP 1.4%
Value ($000) $2,565 Shares 151,840 Est. Cost $16.68 Unrealized
PPL PPL CORP 1.4%
Value ($000) $2,530 Shares 90,474 Est. Cost $23.56 Unrealized +3.0%
ORANY ORANGE 1.4%
Value ($000) $2,522 Shares 220,441 Est. Cost $11.75 Unrealized
KKR KKR & CO INC 1.4%
Value ($000) $2,503 Shares 42,252 Est. Cost $53.34 Unrealized 0.0%
ESGE ISHARES INC 1.3%
Value ($000) $2,341 Shares 51,850 Est. Cost $33.01 Unrealized
EFG ISHARES TR 1.3%
Value ($000) $2,340 Shares 21,818 Est. Cost $85.14 Unrealized
TRP TC ENERGY CORP 1.2%
Value ($000) $2,206 Shares 44,548 Est. Cost $34.87 Unrealized +12.8%
SHOP SHOPIFY INC 1.1%
Value ($000) $1,886 Shares 1,291 Est. Cost $112.89 Unrealized +9.1%
ENB ENBRIDGE INC 1.0%
Value ($000) $1,827 Shares 45,638 Est. Cost $25.86 Unrealized +10.7%
XLI SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,804 Shares 17,616 Est. Cost $98.44 Unrealized
VLUE ISHARES TR 1.0%
Value ($000) $1,804 Shares 17,166 Est. Cost $75.33 Unrealized
BKH BLACK HILLS CORP 1.0%
Value ($000) $1,721 Shares 26,227 Est. Cost $50.63 Unrealized +10.3%
AAPL APPLE INC 1.0%
Value ($000) $1,710 Shares 12,486 Est. Cost $105.18 Unrealized +20.2%
IRM IRON MTN INC NEW 1.0%
Value ($000) $1,710 Shares 40,405 Est. Cost $27.21 Unrealized +27.4%
O REALTY INCOME CORP 1.0%
Value ($000) $1,700 Shares 25,468 Est. Cost $46.24 Unrealized +12.1%
TU TELUS CORPORATION 0.9%
Value ($000) $1,626 Shares 72,493 Est. Cost $20.87 Unrealized +3.9%
PREFERRED APT CMNTYS INC 0.9%
Value ($000) $1,616 Shares 165,735 Est. Cost $7.34 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $1,599 Shares 29,810 Est. Cost $52.02 Unrealized
BRT BRT APARTMENTS CORP 0.9%
Value ($000) $1,592 Shares 91,835 Est. Cost $17.00 Unrealized
XLF SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,560 Shares 42,533 Est. Cost $34.08 Unrealized
GBDC GOLUB CAP BDC INC 0.9%
Value ($000) $1,558 Shares 101,046 Est. Cost $8.98 Unrealized +7.4%
ANNALY CAPITAL MANAGEMENT IN 0.8%
Value ($000) $1,341 Shares 150,923 Est. Cost $8.41 Unrealized
FTS FORTIS INC 0.7%
Value ($000) $1,283 Shares 29,000 Est. Cost $24.25 Unrealized +55.5%
ITOT ISHARES TR 0.7%
Value ($000) $1,281 Shares 12,966 Est. Cost $91.68 Unrealized
EIX EDISON INTL 0.7%
Value ($000) $1,265 Shares 21,871 Est. Cost $47.10 Unrealized +0.1%
TTD THE TRADE DESK INC 0.7%
Value ($000) $1,235 Shares 15,967 Est. Cost $62.30 Unrealized +2.6%
MBB ISHARES TR 0.7%
Value ($000) $1,228 Shares 11,342 Est. Cost $109.52 Unrealized
FALN ISHARES TR 0.7%
Value ($000) $1,219 Shares 40,674 Est. Cost $29.28 Unrealized
IXG ISHARES TR 0.7%
Value ($000) $1,170 Shares 15,067 Est. Cost $77.65 Unrealized
SACH SACHEM CAP CORP 0.7%
Value ($000) $1,170 Shares 218,701 Est. Cost $5.35 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,151 Shares 7,794 Est. Cost $80.62 Unrealized
HRB BLOCK H & R INC 0.6%
Value ($000) $1,117 Shares 47,575 Est. Cost $16.05 Unrealized +26.6%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,114 Shares 4,113 Est. Cost $148.44 Unrealized +64.9%
XLU SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,111 Shares 17,563 Est. Cost $67.51 Unrealized
USMV ISHARES TR 0.6%
Value ($000) $1,108 Shares 15,050 Est. Cost $58.15 Unrealized
UVV UNIVERSAL CORP VA 0.6%
Value ($000) $1,104 Shares 19,371 Est. Cost $57.72 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $1,087 Shares 4,398 Est. Cost $228.79 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,073 Shares 1,579 Est. Cost $184.49 Unrealized +17.7%
DX DYNEX CAP INC 0.6%
Value ($000) $1,052 Shares 56,372 Est. Cost $18.66 Unrealized
GDX VANECK VECTORS ETF TR 0.6%
Value ($000) $1,043 Shares 30,708 Est. Cost $32.50 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,043 Shares 3,693 Est. Cost $12.49 Unrealized +28.1%
VEA VANGUARD TAX-MANAGED INTL FD 0.6%
Value ($000) $1,021 Shares 19,815 Est. Cost $37.09 Unrealized
IYE ISHARES TR 0.6%
Value ($000) $1,012 Shares 34,794 Est. Cost $21.30 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,000 Shares 19,651 Est. Cost $51.42 Unrealized
COMT ISHARES U S ETF TR 0.6%
Value ($000) $993 Shares 28,790 Est. Cost $34.49 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $935 Shares 5,645 Est. Cost $158.86 Unrealized
ARKK ARK ETF TR 0.5%
Value ($000) $930 Shares 7,113 Est. Cost $122.69 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $911 Shares 2,316 Est. Cost $244.18 Unrealized
MGV VANGUARD WORLD FD 0.5%
Value ($000) $905 Shares 9,086 Est. Cost $92.73 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $857 Shares 5,688 Est. Cost $142.43 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $856 Shares 15,754 Est. Cost $38.66 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $843 Shares 2,646 Est. Cost $204.34 Unrealized +38.9%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $829 Shares 10,960 Est. Cost $73.05 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $815 Shares 237 Est. Cost $140.91 Unrealized +17.9%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $770 Shares 4,801 Est. Cost $86.70 Unrealized +61.2%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $761 Shares 12,490 Est. Cost $58.10 Unrealized
IXN ISHARES TR 0.4%
Value ($000) $756 Shares 2,240 Est. Cost $178.27 Unrealized
MTUM ISHARES TR 0.4%
Value ($000) $724 Shares 4,173 Est. Cost $120.16 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $681 Shares 12,649 Est. Cost $49.09 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $667 Shares 2,908 Est. Cost $157.55 Unrealized
GDXJ VANECK VECTORS ETF TR 0.4%
Value ($000) $659 Shares 14,097 Est. Cost $45.03 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $649 Shares 10,301 Est. Cost $63.00 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $647 Shares 5,057 Est. Cost $124.62 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $641 Shares 1,499 Est. Cost $279.42 Unrealized
ABSOLUTE SHS TR 0.4%
Value ($000) $637 Shares 31,260 Est. Cost $19.45 Unrealized
ATLASSIAN CORP PLC 0.3%
Value ($000) $614 Shares 2,392 Est. Cost $181.76 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $598 Shares 2,222 Est. Cost $211.39 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $581 Shares 6,433 Est. Cost $84.16 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $579 Shares 1,054 Est. Cost $85.55 Unrealized +18.5%
IVE ISHARES TR 0.3%
Value ($000) $566 Shares 3,831 Est. Cost $122.58 Unrealized
HYG ISHARES TR 0.3%
Value ($000) $547 Shares 6,209 Est. Cost $83.12 Unrealized
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $545 Shares 6,627 Est. Cost $78.83 Unrealized
STWD STARWOOD PPTY TR INC 0.3%
Value ($000) $542 Shares 20,723 Est. Cost $24.96 Unrealized
HEI HEICO CORP NEW 0.3%
Value ($000) $527 Shares 3,779 Est. Cost $128.49 Unrealized +7.4%
BSY BENTLEY SYS INC 0.3%
Value ($000) $522 Shares 8,057 Est. Cost $44.79 Unrealized +20.3%
ZS ZSCALER INC 0.3%
Value ($000) $520 Shares 2,405 Est. Cost $166.18 Unrealized +14.4%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $519 Shares 2,908 Est. Cost $130.42 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $515 Shares 2,762 Est. Cost $151.67 Unrealized +9.8%
PAYC PAYCOM SOFTWARE INC 0.3%
Value ($000) $497 Shares 1,367 Est. Cost $386.34 Unrealized -10.1%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $482 Shares 1,358 Est. Cost $224.55 Unrealized
MSOS ADVISORSHARES TR 0.3%
Value ($000) $479 Shares 11,960 Est. Cost $56.64 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $472 Shares 5,029 Est. Cost $85.98 Unrealized -6.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $472 Shares 6,438 Est. Cost $68.06 Unrealized -2.3%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $462 Shares 2,844 Est. Cost $109.25 Unrealized +32.6%
SLV ISHARES SILVER TR 0.3%
Value ($000) $458 Shares 18,893 Est. Cost $17.90 Unrealized
PEN PENUMBRA INC 0.3%
Value ($000) $455 Shares 1,659 Est. Cost $231.91 Unrealized +17.7%
IVW ISHARES TR 0.3%
Value ($000) $453 Shares 6,225 Est. Cost $105.72 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $447 Shares 1,778 Est. Cost $211.57 Unrealized +1.7%
LQD ISHARES TR 0.3%
Value ($000) $446 Shares 3,327 Est. Cost $133.58 Unrealized
IGM ISHARES TR 0.2%
Value ($000) $442 Shares 1,095 Est. Cost $361.04 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $438 Shares 4,152 Est. Cost $105.49 Unrealized
RC READY CAPITAL CORP 0.2%
Value ($000) $438 Shares 27,568 Est. Cost $13.44 Unrealized
RPRX ROYALTY PHARMA PLC 0.2%
Value ($000) $434 Shares 10,588 Est. Cost $47.41 Unrealized -10.3%
TRU TRANSUNION 0.2%
Value ($000) $427 Shares 3,892 Est. Cost $88.00 Unrealized +15.7%
TRTX TPG RE FIN TR INC 0.2%
Value ($000) $425 Shares 31,562 Est. Cost $11.82 Unrealized
STAMPS COM INC 0.2%
Value ($000) $425 Shares 2,124 Est. Cost $199.56 Unrealized
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $419 Shares 19,875 Est. Cost $19.66 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $415 Shares 6,328 Est. Cost $46.33 Unrealized
ETSY ETSY INC 0.2%
Value ($000) $410 Shares 1,992 Est. Cost $123.91 Unrealized +49.4%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.2%
Value ($000) $408 Shares 13,405 Est. Cost $26.17 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $400 Shares 11,355 Est. Cost $33.46 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $384 Shares 1,619 Est. Cost $177.33 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $377 Shares 2,094 Est. Cost $185.27 Unrealized -15.0%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.2%
Value ($000) $369 Shares 3,364 Est. Cost $67.04 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $367 Shares 7,645 Est. Cost $48.01 Unrealized
SLRC SLR INVESTMENT CORP 0.2%
Value ($000) $366 Shares 19,640 Est. Cost $11.13 Unrealized +4.2%
INTU INTUIT 0.2%
Value ($000) $360 Shares 735 Est. Cost $373.72 Unrealized +12.8%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $348 Shares 4,965 Est. Cost $58.33 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $345 Shares 375 Est. Cost $248.30 Unrealized +13.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $337 Shares 1,914 Est. Cost $155.32 Unrealized +13.1%
BA BOEING CO 0.2%
Value ($000) $332 Shares 3,908 Est. Cost $241.76 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $330 Shares 5,232 Est. Cost $47.37 Unrealized +5.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $327 Shares 558 Est. Cost $467.43 Unrealized +10.3%
NFLX NETFLIX INC 0.2%
Value ($000) $324 Shares 613 Est. Cost $52.70 Unrealized -3.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $323 Shares 3,093 Est. Cost $59.19 Unrealized +29.1%
FSK FS KKR CAP CORP 0.2%
Value ($000) $318 Shares 14,784 Est. Cost $11.05 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $314 Shares 3,820 Est. Cost $82.26 Unrealized
HEDJ WISDOMTREE TR 0.2%
Value ($000) $299 Shares 3,925 Est. Cost $61.83 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $296 Shares 6,163 Est. Cost $45.88 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $290 Shares 4,630 Est. Cost $48.90 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $288 Shares 10,928 Est. Cost $27.43 Unrealized -15.7%
IHI ISHARES TR 0.2%
Value ($000) $286 Shares 793 Est. Cost $272.05 Unrealized
GAIN GLADSTONE INVT CORP 0.2%
Value ($000) $281 Shares 19,505 Est. Cost $6.55 Unrealized +23.4%
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $281 Shares 7,073 Est. Cost $25.82 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $281 Shares 5,007 Est. Cost $41.40 Unrealized +4.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $280 Shares 708 Est. Cost $314.29 Unrealized +14.2%
ROKU ROKU INC 0.2%
Value ($000) $278 Shares 605 Est. Cost $353.72 Unrealized 0.0%
ACRE ARES COML REAL ESTATE CORP 0.2%
Value ($000) $277 Shares 18,860 Est. Cost $13.71 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $276 Shares 3,649 Est. Cost $58.11 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $276 Shares 4,833 Est. Cost $56.40 Unrealized
ARKG ARK ETF TR 0.2%
Value ($000) $275 Shares 2,964 Est. Cost $89.11 Unrealized
NICE NICE LTD 0.2%
Value ($000) $275 Shares 1,110 Est. Cost $217.90 Unrealized
ABR ARBOR REALTY TRUST INC 0.2%
Value ($000) $272 Shares 15,272 Est. Cost $15.89 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $270 Shares 5,539 Est. Cost $44.49 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $266 Shares 4,500 Est. Cost $51.24 Unrealized +10.7%
APPN APPIAN CORP 0.1%
Value ($000) $258 Shares 1,876 Est. Cost $54.11 Unrealized +109.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $255 Shares 1,893 Est. Cost $116.60 Unrealized +3.5%
CAPSTEAD MTG CORP 0.1%
Value ($000) $255 Shares 41,517 Est. Cost $6.04 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.1%
Value ($000) $255 Shares 25,891 Est. Cost $9.37 Unrealized
REMX VANECK VECTORS ETF TR 0.1%
Value ($000) $254 Shares 2,994 Est. Cost $76.00 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $252 Shares 3,186 Est. Cost $74.38 Unrealized -6.3%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $252 Shares 3,011 Est. Cost $69.33 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $250 Shares 4,005 Est. Cost $49.97 Unrealized
AMERICAN FIN TR INC 0.1%
Value ($000) $249 Shares 29,385 Est. Cost $8.30 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $245 Shares 1,515 Est. Cost $98.31 Unrealized +23.7%
GNTX GENTEX CORP 0.1%
Value ($000) $245 Shares 7,400 Est. Cost $30.84 Unrealized +12.5%
QUAL ISHARES TR 0.1%
Value ($000) $237 Shares 1,780 Est. Cost $95.88 Unrealized
NEOG NEOGEN CORP 0.1%
Value ($000) $233 Shares 5,058 Est. Cost $41.67 Unrealized +10.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $230 Shares 4,345 Est. Cost $37.01 Unrealized +23.8%
GRWG GROWGENERATION CORP 0.1%
Value ($000) $230 Shares 4,780 Est. Cost $26.92 Unrealized +62.7%
ABBV ABBVIE INC 0.1%
Value ($000) $230 Shares 2,019 Est. Cost $88.91 Unrealized +6.6%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $228 Shares 2,153 Est. Cost $95.60 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $225 Shares 3,754 Est. Cost $59.37 Unrealized
FVRR FIVERR INTL LTD 0.1%
Value ($000) $223 Shares 919 Est. Cost $152.56 Unrealized +36.0%
HQY HEALTHEQUITY INC 0.1%
Value ($000) $223 Shares 2,770 Est. Cost $78.57 Unrealized -3.0%
LINDE PLC 0.1%
Value ($000) $223 Shares 770 Est. Cost $263.64 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $222 Shares 763 Est. Cost $263.52 Unrealized 0.0%
FSLY FASTLY INC 0.1%
Value ($000) $218 Shares 3,652 Est. Cost $85.95 Unrealized -33.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $218 Shares 1,000 Est. Cost $189.09 Unrealized +12.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $215 Shares 2,056 Est. Cost $87.09 Unrealized 0.0%
CQQQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $215 Shares 2,557 Est. Cost $81.31 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $213 Shares 1,021 Est. Cost $164.16 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $212 Shares 600 Est. Cost $307.48 Unrealized +11.5%
TWLO TWILIO INC 0.1%
Value ($000) $210 Shares 533 Est. Cost $347.16 Unrealized 0.0%
MDB MONGODB INC 0.1%
Value ($000) $209 Shares 578 Est. Cost $279.28 Unrealized +10.7%
AMGN AMGEN INC 0.1%
Value ($000) $209 Shares 857 Est. Cost $192.54 Unrealized +10.4%
FLGT FULGENT GENETICS INC 0.1%
Value ($000) $208 Shares 2,256 Est. Cost $33.91 Unrealized +135.5%
F FORD MTR CO DEL 0.1%
Value ($000) $207 Shares 13,908 Est. Cost $10.09 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $206 Shares 1,240 Est. Cost $203.34 Unrealized -20.3%
BP BP PLC 0.1%
Value ($000) $205 Shares 7,741 Est. Cost $31.54 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $203 Shares 884 Est. Cost $191.90 Unrealized 0.0%
IJK ISHARES TR 0.1%
Value ($000) $203 Shares 2,504 Est. Cost $81.07 Unrealized
HUBS HUBSPOT INC 0.1%
Value ($000) $201 Shares 345 Est. Cost $350.97 Unrealized +48.6%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $195 Shares 10,701 Est. Cost $9.94 Unrealized +38.1%
INVESCO TR INVT GRADE MUNS 0.1%
Value ($000) $189 Shares 13,450 Est. Cost $14.05 Unrealized
NEWAGE INC 0.1%
Value ($000) $136 Shares 60,900 Est. Cost $2.18 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.1%
Value ($000) $94 Shares 23,505 Est. Cost $4.00 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $65 Shares 13,000 Est. Cost $4.65 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $50 Shares 13,000 Est. Cost $4.78 Unrealized -10.9%