Advocacy Wealth Management Services, LLC Diversified Active

CIK: 0001569452 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 5, 2021

Total Value ($000): $554,401 (100.0% shares, 0.0% debt)

Holdings (190)

FLOT ISHARES FLOATING RATE BOND ETF 20.6%
Value ($000) $114,310 Shares 2,248,426 Est. Cost $50.75 Unrealized
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 18.2%
Value ($000) $100,826 Shares 2,712,489 Est. Cost $25.97 Unrealized
OVB OVERLAY SHARES CORE BOND ETF 15.1%
Value ($000) $83,494 Shares 3,210,661 Est. Cost $25.36 Unrealized
VOO VANGUARD S&P 500 ETF 12.5%
Value ($000) $69,421 Shares 176,018 Est. Cost $343.39 Unrealized
VGK VANGUARD FTSE EUROPE ETF 9.1%
Value ($000) $50,409 Shares 768,313 Est. Cost $67.13 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 3.8%
Value ($000) $21,335 Shares 188,385 Est. Cost $110.89 Unrealized
KBWB INVESCO KBW BANK ETF 3.4%
Value ($000) $18,924 Shares 282,022 Est. Cost $39.03 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 2.0%
Value ($000) $11,074 Shares 46,865 Est. Cost $219.90 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 1.8%
Value ($000) $10,251 Shares 149,193 Est. Cost $69.42 Unrealized
MOO VANECK AGRIBUSINESS ETF 1.6%
Value ($000) $8,963 Shares 98,237 Est. Cost $80.86 Unrealized
IYT ISHARES U.S. TRANSPORTATION ETF 1.5%
Value ($000) $8,328 Shares 34,247 Est. Cost $258.55 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 1.5%
Value ($000) $8,041 Shares 101,640 Est. Cost $80.63 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $4,149 Shares 79,659 Est. Cost $50.35 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $4,113 Shares 9,546 Est. Cost $312.21 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.7%
Value ($000) $4,109 Shares 120,563 Est. Cost $34.81 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.7%
Value ($000) $4,026 Shares 39,496 Est. Cost $101.82 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.7%
Value ($000) $3,981 Shares 78,488 Est. Cost $50.64 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.7%
Value ($000) $3,980 Shares 78,867 Est. Cost $50.48 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.7%
Value ($000) $3,953 Shares 78,269 Est. Cost $50.48 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.6%
Value ($000) $3,511 Shares 46,308 Est. Cost $76.84 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.5%
Value ($000) $2,868 Shares 54,114 Est. Cost $33.91 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value ($000) $2,714 Shares 23,634 Est. Cost $115.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $2,240 Shares 30,168 Est. Cost $59.17 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.2%
Value ($000) $1,291 Shares 17,142 Est. Cost $68.49 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $799 Shares 12,934 Est. Cost $61.19 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $712 Shares 1,659 Est. Cost $373.72 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value ($000) $686 Shares 10,942 Est. Cost $55.57 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $485 Shares 1,478 Est. Cost $58.66 Unrealized +402.1%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $446 Shares 8,336 Est. Cost $54.99 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $415 Shares 5,643 Est. Cost $62.81 Unrealized
OVM OVERLAY SHARES MUNICIPAL BOND ETF 0.1%
Value ($000) $323 Shares 12,426 Est. Cost $24.82 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $255 Shares 2,366 Est. Cost $107.70 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $193 Shares 1,662 Est. Cost $114.01 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $157 Shares 393 Est. Cost $304.53 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $147 Shares 1,282 Est. Cost $117.00 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $142 Shares 506 Est. Cost $266.80 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $134 Shares 567 Est. Cost $206.35 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $132 Shares 4,427 Est. Cost $30.18 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $116 Shares 1,356 Est. Cost $83.15 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $104 Shares 1,208 Est. Cost $50.33 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $101 Shares 1,365 Est. Cost $63.96 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $23.48 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $96 Shares 1,052 Est. Cost $91.67 Unrealized
IETC ISHARES EVOLVED U.S. TECHNOLOGY ETF 0.0%
Value ($000) $93 Shares 1,662 Est. Cost $41.11 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $89 Shares 249 Est. Cost $180.21 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $87 Shares 2,069 Est. Cost $37.02 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $81 Shares 856 Est. Cost $87.00 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $80 Shares 2,646 Est. Cost $32.24 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $75 Shares 913 Est. Cost $79.76 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $68.29 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $60 Shares 799 Est. Cost $66.28 Unrealized
PJP INVESCO DYNAMIC PHARMACEUTICALS ETF 0.0%
Value ($000) $56 Shares 722 Est. Cost $64.68 Unrealized
MBSD FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND 0.0%
Value ($000) $52 Shares 2,205 Est. Cost $23.55 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $51 Shares 309 Est. Cost $107.23 Unrealized +30.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $51 Shares 341 Est. Cost $61.45 Unrealized
DOL WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND 0.0%
Value ($000) $50 Shares 1,046 Est. Cost $47.35 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $50 Shares 400 Est. Cost $104.30 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $46 Shares 679 Est. Cost $38.73 Unrealized +27.3%
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $39 Shares 5,100 Est. Cost $2.19 Unrealized +111.3%
MBB ISHARES MBS ETF 0.0%
Value ($000) $39 Shares 361 Est. Cost $104.28 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $39 Shares 722 Est. Cost $30.99 Unrealized +58.9%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $38 Shares 201 Est. Cost $108.19 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $21.60 Unrealized
GGME INVESCO DYNAMIC MEDIA ETF 0.0%
Value ($000) $37 Shares 692 Est. Cost $35.27 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $37 Shares 628 Est. Cost $58.92 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $37 Shares 290 Est. Cost $86.99 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $35 Shares 513 Est. Cost $64.08 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $33 Shares 470 Est. Cost $45.87 Unrealized +33.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $31 Shares 174 Est. Cost $107.96 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $30 Shares 549 Est. Cost $34.89 Unrealized +21.3%
SOCL GLOBAL X SOCIAL MEDIA INDEX FUND 0.0%
Value ($000) $30 Shares 497 Est. Cost $47.13 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $30 Shares 61 Est. Cost $21.48 Unrealized +107.1%
WEDBUSH ETFMG VIDEO GAME TECH ETF 0.0%
Value ($000) $30 Shares 364 Est. Cost $64.01 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $29 Shares 11 Est. Cost $47.46 Unrealized +184.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $28 Shares 215 Est. Cost $45.34 Unrealized +188.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $28 Shares 759 Est. Cost $36.92 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $26 Shares 106 Est. Cost $118.06 Unrealized +99.3%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $26 Shares 162 Est. Cost $124.20 Unrealized +21.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $25 Shares 323 Est. Cost $61.81 Unrealized +6.5%
AZO AUTOZONE INC COM 0.0%
Value ($000) $25 Shares 15 Est. Cost $1255.27 Unrealized +27.8%
META FACEBOOK INC CL A 0.0%
Value ($000) $25 Shares 73 Est. Cost $203.92 Unrealized +75.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $24 Shares 140 Est. Cost $124.97 Unrealized +32.0%
KO COCA COLA CO COM 0.0%
Value ($000) $24 Shares 451 Est. Cost $36.87 Unrealized +32.3%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $23 Shares 225 Est. Cost $75.66 Unrealized +10.1%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $22 Shares 128 Est. Cost $136.22 Unrealized +22.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $22 Shares 319 Est. Cost $54.81 Unrealized +8.9%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $22 Shares 229 Est. Cost $52.14 Unrealized +78.2%
MRK MERCK & CO INC COM 0.0%
Value ($000) $21 Shares 284 Est. Cost $58.73 Unrealized +12.6%
FDX FEDEX CORP COM 0.0%
Value ($000) $21 Shares 95 Est. Cost $187.77 Unrealized +32.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $20 Shares 332 Est. Cost $36.47 Unrealized +27.9%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $20 Shares 57 Est. Cost $310.28 Unrealized +3.4%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $20 Shares 291 Est. Cost $60.57 Unrealized +22.4%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $19 Shares 700 Est. Cost $30.30 Unrealized -6.4%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $19 Shares 114 Est. Cost $66.57 Unrealized +137.7%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $19 Shares 161 Est. Cost $84.11 Unrealized +33.6%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $19 Shares 278 Est. Cost $35.47 Unrealized +45.8%
GLOBAL X MSCI CHINA CONSUMER STAPLES ETF 0.0%
Value ($000) $19 Shares 689 Est. Cost $27.36 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $18 Shares 194 Est. Cost $74.50 Unrealized +14.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $18 Shares 299 Est. Cost $52.77 Unrealized +3.9%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $18 Shares 100 Est. Cost $164.16 Unrealized -0.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $18 Shares 164 Est. Cost $37.10 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $17 Shares 62 Est. Cost $181.84 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $17 Shares 282 Est. Cost $48.51 Unrealized -0.1%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $16 Shares 113 Est. Cost $129.31 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $16 Shares 147 Est. Cost $114.65 Unrealized -2.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $16 Shares 201 Est. Cost $47.85 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $16 Shares 625 Est. Cost $20.80 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $15 Shares 362 Est. Cost $36.56 Unrealized -1.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $14 Shares 87 Est. Cost $64.87 Unrealized +132.4%
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $14 Shares 51 Est. Cost $222.87 Unrealized +26.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $13 Shares 184 Est. Cost $73.27 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $13 Shares 4 Est. Cost $139.69 Unrealized +23.5%
INTC INTEL CORP COM 0.0%
Value ($000) $13 Shares 237 Est. Cost $44.12 Unrealized +12.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 127 Est. Cost $69.61 Unrealized
AAPL APPLE INC COM 0.0%
Value ($000) $12 Shares 86 Est. Cost $83.79 Unrealized +71.8%
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
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $10 Shares 69 Est. Cost $69.44 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $10 Shares 177 Est. Cost $45.12 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $10 Shares 83 Est. Cost $92.47 Unrealized +23.5%
GLOBAL X MSCI CHINA FINANCIALS ETF 0.0%
Value ($000) $10 Shares 697 Est. Cost $13.94 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $9 Shares 12 Est. Cost $170.65 Unrealized +37.9%
T AT&T INC COM 0.0%
Value ($000) $9 Shares 333 Est. Cost $15.91 Unrealized +1.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 62 Est. Cost $131.72 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $8 Shares 31 Est. Cost $206.72 Unrealized +36.9%
OUNZ VAN ECK MERK GOLD TRUST 0.0%
Value ($000) $7 Shares 386 Est. Cost $18.13 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $53.77 Unrealized +1.7%
PTCT PTC THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 175 Est. Cost $42.85 Unrealized -4.1%
SNAP SNAP INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.02 Unrealized +20.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $6 Shares 109 Est. Cost $33.39 Unrealized +66.0%
ONLN PROSHARES ONLINE RETAIL ETF 0.0%
Value ($000) $6 Shares 89 Est. Cost $79.37 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $85.51 Unrealized +6.7%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $4 Shares 15 Est. Cost $208.02 Unrealized +23.5%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $3 Shares 560 Est. Cost $5.36 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $41.28 Unrealized +10.1%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $3 Shares 2 Est. Cost $104.97 Unrealized +42.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $125.21 Unrealized +13.1%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $134.67 Unrealized +1.6%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $235.22 Unrealized +4.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $250.29 Unrealized -6.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $2 Shares 13 Est. Cost $133.92 Unrealized +11.4%
BLACKROCK INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1000.00 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $175.60 Unrealized -3.6%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $120.71 Unrealized +5.4%
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $2 Shares 14 Est. Cost $71.43 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $30.99 Unrealized +15.1%
HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 0.0%
Value ($000) $2 Shares 87 Est. Cost $32.08 Unrealized
IAA INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.71 Unrealized -9.6%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $52.29 Unrealized -0.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.72 Unrealized +2.2%
AFL AFLAC INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.03 Unrealized +0.8%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $133.35 Unrealized -9.4%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $55.07 Unrealized -4.3%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.90 Unrealized +23.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $158.69 Unrealized +1.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $33.97 Unrealized +0.1%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $27.18 Unrealized -9.5%
NKE NIKE INC CL B 0.0%
Value ($000) $1 Shares 4 Est. Cost $75.37 Unrealized +102.4%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $231.90 Unrealized +24.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $76.42 Unrealized +6.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.63 Unrealized -1.6%
ABBV ABBVIE INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $94.76 Unrealized +2.6%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $30.81 Unrealized +3.1%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.39 Unrealized +2.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $39.98 Unrealized +4.0%
AFG AMERICAN FINL GROUP INC OHIO COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.86 Unrealized +14.6%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $54.47 Unrealized +9.4%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $62.95 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $122.15 Unrealized +5.5%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.79 Unrealized +2.0%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.36 Unrealized -7.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $113.44 Unrealized -1.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.29 Unrealized -0.4%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
AVID BIOSERVICES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.77 Unrealized -6.4%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.98 Unrealized -4.1%
CRANE CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $26.20 Unrealized +6.4%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $30.58 Unrealized -7.3%
DOW DOW INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.06 Unrealized -6.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.87 Unrealized -1.2%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.28 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.90 Unrealized -6.1%
OPLN KAR AUCTION SVCS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.94 Unrealized -0.4%