Concorde Asset Management, LLC Diversified Active

CIK: 0001631773 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 21, 2021

Total Value ($000): $173,288 (100.0% shares, 0.0% debt)

Holdings (194)

IVV ISHARES TR 4.3%
Value ($000) $7,455 Shares 17,305 Est. Cost $277.36 Unrealized
ESGU ISHARES TR 3.8%
Value ($000) $6,636 Shares 67,399 Est. Cost $74.08 Unrealized
IUSB ISHARES TR 2.7%
Value ($000) $4,634 Shares 87,038 Est. Cost $52.88 Unrealized
GOVT ISHARES TR 2.1%
Value ($000) $3,721 Shares 136,760 Est. Cost $25.82 Unrealized
UPST UPSTART HLDGS INC 1.9%
Value ($000) $3,325 Shares 10,507 Est. Cost $197.24 Unrealized 0.0%
MO ALTRIA GROUP INC 1.8%
Value ($000) $3,167 Shares 69,562 Est. Cost $30.78 Unrealized +10.4%
EFV ISHARES TR 1.8%
Value ($000) $3,107 Shares 61,097 Est. Cost $51.11 Unrealized
EFG ISHARES TR 1.8%
Value ($000) $3,084 Shares 28,962 Est. Cost $90.40 Unrealized
ATLASSIAN CORP PLC 1.5%
Value ($000) $2,554 Shares 6,526 Est. Cost $314.53 Unrealized
IJR ISHARES TR 1.5%
Value ($000) $2,529 Shares 23,163 Est. Cost $78.06 Unrealized
BBDC BARINGS BDC INC 1.3%
Value ($000) $2,298 Shares 208,489 Est. Cost $5.74 Unrealized +16.3%
KREF KKR REAL ESTATE FIN TR INC 1.3%
Value ($000) $2,203 Shares 104,395 Est. Cost $21.10 Unrealized
IGSB ISHARES TR 1.2%
Value ($000) $2,116 Shares 38,729 Est. Cost $58.28 Unrealized
SHOP SHOPIFY INC 1.2%
Value ($000) $2,116 Shares 1,561 Est. Cost $119.28 Unrealized +25.6%
TTD THE TRADE DESK INC 1.2%
Value ($000) $2,097 Shares 29,836 Est. Cost $69.28 Unrealized +11.6%
TIP ISHARES TR 1.1%
Value ($000) $1,976 Shares 15,471 Est. Cost $126.71 Unrealized
CHIMERA INVT CORP 1.1%
Value ($000) $1,911 Shares 128,707 Est. Cost $11.42 Unrealized
ZS ZSCALER INC 1.1%
Value ($000) $1,902 Shares 7,254 Est. Cost $222.95 Unrealized +12.6%
TSLA TESLA INC 1.1%
Value ($000) $1,887 Shares 2,434 Est. Cost $202.36 Unrealized +16.3%
BRT BRT APARTMENTS CORP 1.1%
Value ($000) $1,879 Shares 97,471 Est. Cost $17.13 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $1,805 Shares 12,766 Est. Cost $106.03 Unrealized +35.7%
FIXD FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $1,769 Shares 33,031 Est. Cost $52.17 Unrealized
AGNC AGNC INVT CORP 1.0%
Value ($000) $1,768 Shares 112,129 Est. Cost $16.68 Unrealized
VLUE ISHARES TR 1.0%
Value ($000) $1,655 Shares 16,419 Est. Cost $75.33 Unrealized
ESGE ISHARES INC 0.9%
Value ($000) $1,605 Shares 38,734 Est. Cost $33.01 Unrealized
STWD STARWOOD PPTY TR INC 0.9%
Value ($000) $1,590 Shares 65,129 Est. Cost $24.59 Unrealized
T AT&T INC 0.9%
Value ($000) $1,561 Shares 57,812 Est. Cost $16.08 Unrealized -0.0%
PREFERRED APT CMNTYS INC 0.9%
Value ($000) $1,537 Shares 125,682 Est. Cost $7.34 Unrealized
BCE BCE INC 0.8%
Value ($000) $1,453 Shares 29,008 Est. Cost $32.19 Unrealized +15.4%
IHI ISHARES TR 0.8%
Value ($000) $1,427 Shares 22,734 Est. Cost $70.07 Unrealized
IXN ISHARES TR 0.8%
Value ($000) $1,422 Shares 25,104 Est. Cost $67.50 Unrealized
MBB ISHARES TR 0.8%
Value ($000) $1,414 Shares 13,080 Est. Cost $109.33 Unrealized
NOW SERVICENOW INC 0.8%
Value ($000) $1,390 Shares 2,233 Est. Cost $104.32 Unrealized +16.1%
PPL PPL CORP 0.8%
Value ($000) $1,371 Shares 49,154 Est. Cost $23.56 Unrealized +4.4%
GBDC GOLUB CAP BDC INC 0.8%
Value ($000) $1,348 Shares 85,247 Est. Cost $8.98 Unrealized +10.8%
ACRE ARES COML REAL ESTATE CORP 0.8%
Value ($000) $1,305 Shares 86,548 Est. Cost $14.78 Unrealized
PMT PENNYMAC MTG INVT TR 0.7%
Value ($000) $1,289 Shares 65,464 Est. Cost $19.68 Unrealized
FTS FORTIS INC 0.7%
Value ($000) $1,286 Shares 29,000 Est. Cost $24.25 Unrealized +57.6%
FALN ISHARES TR 0.7%
Value ($000) $1,282 Shares 42,568 Est. Cost $29.31 Unrealized
ITOT ISHARES TR 0.7%
Value ($000) $1,269 Shares 12,899 Est. Cost $91.68 Unrealized
ABR ARBOR REALTY TRUST INC 0.7%
Value ($000) $1,269 Shares 68,485 Est. Cost $17.94 Unrealized
SLRC SLR INVESTMENT CORP 0.7%
Value ($000) $1,229 Shares 64,267 Est. Cost $11.77 Unrealized +2.4%
RC READY CAPITAL CORP 0.7%
Value ($000) $1,220 Shares 84,519 Est. Cost $14.11 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,210 Shares 4,293 Est. Cost $153.98 Unrealized +82.3%
GAIN GLADSTONE INVT CORP 0.7%
Value ($000) $1,187 Shares 85,594 Est. Cost $8.09 Unrealized +5.6%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,167 Shares 7,814 Est. Cost $80.62 Unrealized
MDB MONGODB INC 0.7%
Value ($000) $1,150 Shares 2,440 Est. Cost $373.53 Unrealized +7.8%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,098 Shares 7,152 Est. Cost $16.47 Unrealized +25.8%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,075 Shares 13,695 Est. Cost $70.07 Unrealized +2.5%
IXG ISHARES TR 0.6%
Value ($000) $1,070 Shares 13,647 Est. Cost $77.65 Unrealized
USMV ISHARES TR 0.6%
Value ($000) $1,053 Shares 14,333 Est. Cost $58.15 Unrealized
COMT ISHARES U S ETF TR 0.6%
Value ($000) $1,043 Shares 29,104 Est. Cost $34.51 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,029 Shares 313 Est. Cost $148.58 Unrealized +16.1%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $1,022 Shares 4,137 Est. Cost $228.79 Unrealized
CRM SALESFORCE COM INC 0.6%
Value ($000) $1,012 Shares 3,730 Est. Cost $250.91 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.6%
Value ($000) $1,003 Shares 19,867 Est. Cost $37.09 Unrealized
GLAXOSMITHKLINE PLC 0.6%
Value ($000) $978 Shares 25,598 Est. Cost $37.48 Unrealized
DXCM DEXCOM INC 0.6%
Value ($000) $968 Shares 1,771 Est. Cost $126.11 Unrealized 0.0%
ETSY ETSY INC 0.5%
Value ($000) $944 Shares 4,540 Est. Cost $168.17 Unrealized +20.6%
ANNALY CAPITAL MANAGEMENT IN 0.5%
Value ($000) $942 Shares 111,806 Est. Cost $8.41 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $924 Shares 5,624 Est. Cost $158.86 Unrealized
FLGT FULGENT GENETICS INC 0.5%
Value ($000) $920 Shares 10,229 Est. Cost $78.32 Unrealized +16.0%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $909 Shares 2,304 Est. Cost $244.18 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $905 Shares 15,382 Est. Cost $48.08 Unrealized +0.8%
EIX EDISON INTL 0.5%
Value ($000) $902 Shares 16,255 Est. Cost $47.10 Unrealized -0.1%
MGV VANGUARD WORLD FD 0.5%
Value ($000) $889 Shares 9,086 Est. Cost $92.73 Unrealized
CAPSTEAD MTG CORP 0.5%
Value ($000) $868 Shares 129,773 Est. Cost $6.48 Unrealized
OKTA OKTA INC 0.5%
Value ($000) $867 Shares 3,654 Est. Cost $248.28 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $861 Shares 8,807 Est. Cost $98.44 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $855 Shares 5,707 Est. Cost $142.43 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $853 Shares 5,242 Est. Cost $91.20 Unrealized +53.8%
TRTX TPG RE FIN TR INC 0.5%
Value ($000) $849 Shares 68,604 Est. Cost $12.12 Unrealized
IYE ISHARES TR 0.5%
Value ($000) $848 Shares 30,016 Est. Cost $21.30 Unrealized
BGS B & G FOODS INC NEW 0.5%
Value ($000) $848 Shares 28,379 Est. Cost $20.01 Unrealized -1.7%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $838 Shares 16,559 Est. Cost $51.42 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.5%
Value ($000) $816 Shares 91,872 Est. Cost $9.02 Unrealized
MELI MERCADOLIBRE INC 0.5%
Value ($000) $799 Shares 476 Est. Cost $1732.10 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $791 Shares 15,812 Est. Cost $38.66 Unrealized
DDOG DATADOG INC 0.5%
Value ($000) $787 Shares 5,571 Est. Cost $126.28 Unrealized 0.0%
AMERICAN FIN TR INC 0.5%
Value ($000) $787 Shares 97,918 Est. Cost $8.12 Unrealized
PSEC PROSPECT CAP CORP 0.5%
Value ($000) $784 Shares 101,877 Est. Cost $4.63 Unrealized 0.0%
ABNB AIRBNB INC 0.4%
Value ($000) $754 Shares 4,497 Est. Cost $152.75 Unrealized 0.0%
BOC BOSTON OMAHA CORP 0.4%
Value ($000) $752 Shares 19,389 Est. Cost $33.01 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC 0.4%
Value ($000) $750 Shares 21,260 Est. Cost $39.03 Unrealized
ABSOLUTE SHS TR 0.4%
Value ($000) $720 Shares 36,180 Est. Cost $19.51 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $711 Shares 715 Est. Cost $289.91 Unrealized +15.8%
HD HOME DEPOT INC 0.4%
Value ($000) $696 Shares 2,121 Est. Cost $204.34 Unrealized +44.1%
GLOB GLOBANT S A 0.4%
Value ($000) $693 Shares 2,465 Est. Cost $274.41 Unrealized 0.0%
STAMPS COM INC 0.4%
Value ($000) $668 Shares 2,026 Est. Cost $199.56 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $666 Shares 8,970 Est. Cost $73.05 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $660 Shares 12,664 Est. Cost $49.09 Unrealized
FVRR FIVERR INTL LTD 0.4%
Value ($000) $651 Shares 3,566 Est. Cost $188.83 Unrealized +6.7%
PAYC PAYCOM SOFTWARE INC 0.4%
Value ($000) $638 Shares 1,287 Est. Cost $386.34 Unrealized +13.1%
MTUM ISHARES TR 0.4%
Value ($000) $620 Shares 3,533 Est. Cost $120.16 Unrealized
ESTC ELASTIC N V 0.4%
Value ($000) $613 Shares 4,114 Est. Cost $153.79 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.4%
Value ($000) $612 Shares 4,826 Est. Cost $160.43 Unrealized -9.2%
IWM ISHARES TR 0.4%
Value ($000) $610 Shares 2,788 Est. Cost $157.55 Unrealized
HUBS HUBSPOT INC 0.3%
Value ($000) $596 Shares 882 Est. Cost $529.54 Unrealized +21.7%
FISV FISERV INC 0.3%
Value ($000) $593 Shares 5,465 Est. Cost $111.73 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $592 Shares 2,409 Est. Cost $223.75 Unrealized +15.3%
GRWG GROWGENERATION CORP 0.3%
Value ($000) $575 Shares 23,308 Est. Cost $33.62 Unrealized +5.1%
ARISTA NETWORKS INC 0.3%
Value ($000) $572 Shares 1,666 Est. Cost $343.34 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $563 Shares 2,138 Est. Cost $211.39 Unrealized
SPYG SPDR SER TR 0.3%
Value ($000) $562 Shares 8,784 Est. Cost $63.00 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $560 Shares 3,853 Est. Cost $122.58 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $558 Shares 9,388 Est. Cost $46.66 Unrealized 0.0%
APPN APPIAN CORP 0.3%
Value ($000) $552 Shares 5,967 Est. Cost $92.96 Unrealized +19.2%
ZTS ZOETIS INC 0.3%
Value ($000) $545 Shares 2,808 Est. Cost $152.36 Unrealized +27.1%
CRSP CRISPR THERAPEUTICS AG 0.3%
Value ($000) $535 Shares 4,782 Est. Cost $116.95 Unrealized +7.4%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $517 Shares 5,029 Est. Cost $85.98 Unrealized +18.9%
MGNI MAGNITE INC 0.3%
Value ($000) $510 Shares 18,230 Est. Cost $30.09 Unrealized 0.0%
MSOS ADVISORSHARES TR 0.3%
Value ($000) $505 Shares 16,015 Est. Cost $50.28 Unrealized
DPZ DOMINOS PIZZA INC 0.3%
Value ($000) $489 Shares 1,026 Est. Cost $477.65 Unrealized 0.0%
BSY BENTLEY SYS INC 0.3%
Value ($000) $489 Shares 8,067 Est. Cost $44.79 Unrealized +39.8%
IVW ISHARES TR 0.3%
Value ($000) $489 Shares 6,612 Est. Cost $103.86 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $484 Shares 1,352 Est. Cost $224.55 Unrealized
HEI HEICO CORP NEW 0.3%
Value ($000) $474 Shares 3,598 Est. Cost $128.49 Unrealized +2.5%
GDXJ VANECK ETF TRUST 0.3%
Value ($000) $469 Shares 12,226 Est. Cost $45.03 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $468 Shares 2,609 Est. Cost $130.42 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.3%
Value ($000) $465 Shares 7,216 Est. Cost $48.56 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $463 Shares 4,190 Est. Cost $122.69 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $457 Shares 2,824 Est. Cost $109.25 Unrealized +37.5%
WIX WIX COM LTD 0.3%
Value ($000) $447 Shares 2,280 Est. Cost $247.70 Unrealized 0.0%
PEN PENUMBRA INC 0.3%
Value ($000) $442 Shares 1,659 Est. Cost $231.91 Unrealized +15.9%
IGM ISHARES TR 0.3%
Value ($000) $442 Shares 1,096 Est. Cost $361.04 Unrealized
TRU TRANSUNION 0.2%
Value ($000) $432 Shares 3,845 Est. Cost $88.00 Unrealized +30.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $405 Shares 7,489 Est. Cost $41.70 Unrealized +1.5%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.2%
Value ($000) $404 Shares 13,196 Est. Cost $26.17 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $401 Shares 11,387 Est. Cost $33.46 Unrealized
INTU INTUIT 0.2%
Value ($000) $393 Shares 727 Est. Cost $373.72 Unrealized +40.3%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $387 Shares 5,166 Est. Cost $63.04 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $384 Shares 1,622 Est. Cost $177.33 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $384 Shares 4,853 Est. Cost $78.83 Unrealized
RPRX ROYALTY PHARMA PLC 0.2%
Value ($000) $383 Shares 10,610 Est. Cost $47.41 Unrealized -18.0%
GDX VANECK ETF TRUST 0.2%
Value ($000) $380 Shares 12,895 Est. Cost $32.50 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $374 Shares 613 Est. Cost $52.70 Unrealized +4.4%
SLV ISHARES SILVER TR 0.2%
Value ($000) $371 Shares 18,053 Est. Cost $17.90 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $365 Shares 7,633 Est. Cost $48.01 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $349 Shares 2,624 Est. Cost $133.58 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $343 Shares 9,148 Est. Cost $34.08 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $324 Shares 720 Est. Cost $316.02 Unrealized +32.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $318 Shares 552 Est. Cost $467.43 Unrealized +34.7%
BA BOEING CO 0.2%
Value ($000) $318 Shares 4,148 Est. Cost $240.68 Unrealized -7.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $311 Shares 1,838 Est. Cost $155.32 Unrealized +12.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $309 Shares 3,093 Est. Cost $59.19 Unrealized +36.9%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $308 Shares 3,764 Est. Cost $82.26 Unrealized
NICE NICE LTD 0.2%
Value ($000) $307 Shares 1,081 Est. Cost $217.90 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $299 Shares 698 Est. Cost $279.42 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $295 Shares 2,658 Est. Cost $90.91 Unrealized +6.9%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $292 Shares 3,037 Est. Cost $69.33 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $288 Shares 6,066 Est. Cost $45.88 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $284 Shares 2,031 Est. Cost $117.32 Unrealized +8.5%
FDT FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $283 Shares 4,639 Est. Cost $48.90 Unrealized
FSK FS KKR CAP CORP 0.2%
Value ($000) $282 Shares 12,804 Est. Cost $11.05 Unrealized +5.7%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.2%
Value ($000) $277 Shares 2,489 Est. Cost $67.04 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $275 Shares 5,059 Est. Cost $38.74 Unrealized +27.1%
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $273 Shares 6,958 Est. Cost $25.82 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $264 Shares 5,550 Est. Cost $44.49 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $256 Shares 4,487 Est. Cost $56.40 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $253 Shares 10,526 Est. Cost $27.43 Unrealized -11.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $252 Shares 2,485 Est. Cost $86.44 Unrealized -3.6%
CLX CLOROX CO DEL 0.1%
Value ($000) $248 Shares 1,498 Est. Cost $185.27 Unrealized -19.4%
GNTX GENTEX CORP 0.1%
Value ($000) $244 Shares 7,400 Est. Cost $30.84 Unrealized +4.7%
GM GENERAL MTRS CO 0.1%
Value ($000) $243 Shares 4,600 Est. Cost $51.24 Unrealized +0.1%
REMX VANECK ETF TRUST 0.1%
Value ($000) $242 Shares 2,340 Est. Cost $76.00 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $237 Shares 756 Est. Cost $358.34 Unrealized +5.2%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $237 Shares 2,254 Est. Cost $96.03 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $230 Shares 5,777 Est. Cost $25.86 Unrealized +14.8%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $227 Shares 3,781 Est. Cost $59.37 Unrealized
LINDE PLC 0.1%
Value ($000) $226 Shares 770 Est. Cost $263.64 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $222 Shares 2,925 Est. Cost $61.83 Unrealized
NEOG NEOGEN CORP 0.1%
Value ($000) $220 Shares 5,058 Est. Cost $41.67 Unrealized +4.4%
GINKGO BIOWORKS HOLDINGS INC 0.1%
Value ($000) $217 Shares 18,742 Est. Cost $11.58 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $216 Shares 1,016 Est. Cost $194.60 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC 0.1%
Value ($000) $216 Shares 1,788 Est. Cost $119.31 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $215 Shares 2,457 Est. Cost $83.12 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $214 Shares 929 Est. Cost $194.07 Unrealized +21.9%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $214 Shares 3,512 Est. Cost $58.10 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $213 Shares 1,616 Est. Cost $95.88 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $213 Shares 3,327 Est. Cost $67.51 Unrealized
DE DEERE & CO 0.1%
Value ($000) $207 Shares 619 Est. Cost $308.46 Unrealized +10.0%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $206 Shares 779 Est. Cost $245.17 Unrealized 0.0%
ARKG ARK ETF TR 0.1%
Value ($000) $205 Shares 2,745 Est. Cost $89.11 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $202 Shares 1,230 Est. Cost $167.86 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $200 Shares 4,392 Est. Cost $45.54 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $197 Shares 13,908 Est. Cost $10.09 Unrealized +2.3%
INVESCO TR INVT GRADE MUNS 0.1%
Value ($000) $184 Shares 13,450 Est. Cost $14.05 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $182 Shares 16,572 Est. Cost $10.98 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $179 Shares 10,692 Est. Cost $9.94 Unrealized +33.5%
ORANY ORANGE 0.1%
Value ($000) $133 Shares 12,278 Est. Cost $11.75 Unrealized
HYZON MOTORS INC 0.1%
Value ($000) $132 Shares 18,980 Est. Cost $6.95 Unrealized
NEWAGE INC 0.0%
Value ($000) $76 Shares 54,500 Est. Cost $2.18 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $67 Shares 14,000 Est. Cost $4.66 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $62 Shares 13,000 Est. Cost $4.78 Unrealized -5.6%