EVERMAY WEALTH MANAGEMENT LLC Diversified Active

CIK: 0001066816 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $516,248 (100.0% shares, 0.0% debt)

Holdings (466)

SCHX SCHWAB STRATEGIC TR 20.7%
Value ($000) $106,674 Shares 1,025,413 Est. Cost $50.03 Unrealized
VOO VANGUARD INDEX FDS 12.4%
Value ($000) $63,954 Shares 162,154 Est. Cost $216.55 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 9.4%
Value ($000) $48,530 Shares 956,828 Est. Cost $50.37 Unrealized
IJH ISHARES TR 6.7%
Value ($000) $34,531 Shares 131,262 Est. Cost $158.29 Unrealized
SPY SPDR S&P 500 ETF TR 5.9%
Value ($000) $30,513 Shares 71,103 Est. Cost $187.12 Unrealized
MINT PIMCO ETF TR 4.7%
Value ($000) $24,440 Shares 239,769 Est. Cost $101.63 Unrealized
IVV ISHARES TR 3.7%
Value ($000) $19,085 Shares 44,300 Est. Cost $245.44 Unrealized
XSOE WISDOMTREE TR 2.8%
Value ($000) $14,642 Shares 392,336 Est. Cost $35.07 Unrealized
IJR ISHARES TR 2.7%
Value ($000) $13,797 Shares 126,353 Est. Cost $92.00 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $12,203 Shares 86,238 Est. Cost $86.03 Unrealized +67.3%
AMZN AMAZON COM INC 1.8%
Value ($000) $9,119 Shares 2,776 Est. Cost $43.35 Unrealized +297.9%
VO VANGUARD INDEX FDS 1.4%
Value ($000) $7,252 Shares 30,632 Est. Cost $124.35 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $5,355 Shares 2,003 Est. Cost $50.14 Unrealized +169.4%
MSFT MICROSOFT CORP 0.8%
Value ($000) $4,185 Shares 14,844 Est. Cost $79.79 Unrealized +251.8%
DHR DANAHER CORPORATION 0.8%
Value ($000) $4,183 Shares 13,739 Est. Cost $69.62 Unrealized +283.2%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $3,861 Shares 23,585 Est. Cost $69.67 Unrealized +101.4%
IWM ISHARES TR 0.7%
Value ($000) $3,369 Shares 15,400 Est. Cost $118.93 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $2,990 Shares 9,108 Est. Cost $148.16 Unrealized +98.8%
V VISA INC 0.5%
Value ($000) $2,638 Shares 11,841 Est. Cost $118.74 Unrealized +91.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,459 Shares 9,009 Est. Cost $175.48 Unrealized +60.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $2,131 Shares 27,135 Est. Cost $55.96 Unrealized +28.4%
PEP PEPSICO INC 0.4%
Value ($000) $1,998 Shares 13,282 Est. Cost $84.19 Unrealized +60.3%
META FACEBOOK INC 0.3%
Value ($000) $1,771 Shares 5,218 Est. Cost $176.62 Unrealized +102.5%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,764 Shares 7,375 Est. Cost $108.16 Unrealized +115.9%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $1,743 Shares 6,193 Est. Cost $142.68 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,694 Shares 39,394 Est. Cost $20.27 Unrealized +76.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,679 Shares 6,963 Est. Cost $121.73 Unrealized +77.3%
MKC/V MCCORMICK & CO INC 0.3%
Value ($000) $1,678 Shares 20,370 Est. Cost $55.89 Unrealized +39.6%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,664 Shares 17,052 Est. Cost $63.20 Unrealized +38.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,563 Shares 9,680 Est. Cost $97.09 Unrealized +54.7%
BNL BROADSTONE NET LEASE INC 0.3%
Value ($000) $1,561 Shares 62,913 Est. Cost $19.74 Unrealized
SANDY SPRING BANCORP INC 0.3%
Value ($000) $1,467 Shares 32,014 Est. Cost $39.90 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,338 Shares 25,112 Est. Cost $35.89 Unrealized +38.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,312 Shares 24,109 Est. Cost $30.08 Unrealized +63.7%
MRK MERCK & CO INC 0.2%
Value ($000) $1,288 Shares 17,145 Est. Cost $47.30 Unrealized +39.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,266 Shares 23,431 Est. Cost $35.54 Unrealized +19.1%
TREX TREX CO INC 0.2%
Value ($000) $1,195 Shares 11,727 Est. Cost $47.29 Unrealized +121.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,180 Shares 3,021 Est. Cost $235.65 Unrealized +63.3%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,165 Shares 5,248 Est. Cost $148.91 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,145 Shares 8,193 Est. Cost $78.34 Unrealized +62.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,084 Shares 2,413 Est. Cost $201.72 Unrealized +107.3%
GOOG ALPHABET INC 0.2%
Value ($000) $1,058 Shares 397 Est. Cost $55.42 Unrealized +146.9%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $1,028 Shares 20,358 Est. Cost $43.44 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,000 Shares 9,630 Est. Cost $62.44 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $959 Shares 6,426 Est. Cost $69.80 Unrealized +113.8%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $958 Shares 17,133 Est. Cost $28.07 Unrealized +83.1%
ABBV ABBVIE INC 0.2%
Value ($000) $943 Shares 8,739 Est. Cost $55.73 Unrealized +74.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $893 Shares 2,791 Est. Cost $148.55 Unrealized +105.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $878 Shares 5,192 Est. Cost $114.46 Unrealized +52.1%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $851 Shares 14,390 Est. Cost $43.64 Unrealized +25.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $836 Shares 14,213 Est. Cost $56.30 Unrealized -13.9%
LLY LILLY ELI & CO 0.2%
Value ($000) $808 Shares 3,496 Est. Cost $99.85 Unrealized +137.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $795 Shares 4,368 Est. Cost $83.61 Unrealized +94.6%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $792 Shares 5,704 Est. Cost $105.93 Unrealized +5.8%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $769 Shares 1,723 Est. Cost $349.48 Unrealized +33.5%
D DOMINION ENERGY INC 0.1%
Value ($000) $759 Shares 10,389 Est. Cost $56.63 Unrealized +10.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $752 Shares 4,491 Est. Cost $89.73 Unrealized +76.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $729 Shares 2,025 Est. Cost $285.16 Unrealized +18.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $721 Shares 1,252 Est. Cost $172.04 Unrealized +265.9%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $667 Shares 39,862 Est. Cost $11.75 Unrealized +12.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $663 Shares 3,124 Est. Cost $141.36 Unrealized +37.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $659 Shares 5,256 Est. Cost $77.21 Unrealized +46.9%
MMM 3M CO 0.1%
Value ($000) $657 Shares 3,746 Est. Cost $116.67 Unrealized +17.7%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $649 Shares 6,299 Est. Cost $62.95 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $642 Shares 4,989 Est. Cost $49.21 Unrealized +165.4%
TFC TRUIST FINL CORP 0.1%
Value ($000) $633 Shares 10,794 Est. Cost $43.65 Unrealized +3.4%
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $621 Shares 20,638 Est. Cost $26.51 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $614 Shares 5,353 Est. Cost $72.74 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $606 Shares 14,265 Est. Cost $24.63 Unrealized +46.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $602 Shares 2,283 Est. Cost $145.88 Unrealized +74.9%
UNP UNION PAC CORP 0.1%
Value ($000) $599 Shares 3,057 Est. Cost $152.34 Unrealized +28.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $592 Shares 2,963 Est. Cost $91.46 Unrealized +105.2%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $586 Shares 5,855 Est. Cost $63.07 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $568 Shares 1,172 Est. Cost $25.93 Unrealized +71.5%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $561 Shares 3,078 Est. Cost $100.02 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $559 Shares 3,574 Est. Cost $94.69 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $559 Shares 2,444 Est. Cost $83.84 Unrealized +162.3%
DHI D R HORTON INC 0.1%
Value ($000) $557 Shares 6,637 Est. Cost $34.55 Unrealized +155.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $552 Shares 11,047 Est. Cost $39.92 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $550 Shares 963 Est. Cost $274.64 Unrealized +97.5%
KO COCA COLA CO 0.1%
Value ($000) $546 Shares 10,401 Est. Cost $36.08 Unrealized +35.2%
MS MORGAN STANLEY 0.1%
Value ($000) $543 Shares 5,575 Est. Cost $33.52 Unrealized +155.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $538 Shares 2,102 Est. Cost $183.54 Unrealized +34.6%
ELV ANTHEM INC 0.1%
Value ($000) $535 Shares 1,435 Est. Cost $202.18 Unrealized +76.9%
URI UNITED RENTALS INC 0.1%
Value ($000) $528 Shares 1,505 Est. Cost $122.87 Unrealized +164.6%
CRM SALESFORCE COM INC 0.1%
Value ($000) $510 Shares 1,881 Est. Cost $192.64 Unrealized +30.2%
IWF ISHARES TR 0.1%
Value ($000) $494 Shares 1,803 Est. Cost $152.49 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $493 Shares 5,738 Est. Cost $54.61 Unrealized +41.7%
JEPI J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $487 Shares 8,166 Est. Cost $60.21 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $483 Shares 2,855 Est. Cost $37.25 Unrealized +329.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $480 Shares 2,196 Est. Cost $149.93 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $476 Shares 2,237 Est. Cost $152.27 Unrealized +31.5%
ABT ABBOTT LABS 0.1%
Value ($000) $468 Shares 3,958 Est. Cost $77.11 Unrealized +47.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $451 Shares 6,840 Est. Cost $39.13 Unrealized +67.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $439 Shares 2,244 Est. Cost $84.43 Unrealized +90.4%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $428 Shares 2,890 Est. Cost $100.45 Unrealized +34.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $425 Shares 1,222 Est. Cost $272.58 Unrealized +30.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $415 Shares 5,886 Est. Cost $64.60 Unrealized -10.9%
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $411 Shares 8,115 Est. Cost $50.64 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $407 Shares 3,544 Est. Cost $101.59 Unrealized +10.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $407 Shares 1,533 Est. Cost $204.97 Unrealized +21.3%
IEMG ISHARES INC 0.1%
Value ($000) $404 Shares 6,542 Est. Cost $62.48 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $401 Shares 7,599 Est. Cost $27.49 Unrealized +86.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $390 Shares 2,541 Est. Cost $40.35 Unrealized +69.2%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $387 Shares 4,691 Est. Cost $80.90 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $381 Shares 5,226 Est. Cost $42.34 Unrealized +59.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $377 Shares 6,487 Est. Cost $36.86 Unrealized +50.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $373 Shares 1,945 Est. Cost $118.80 Unrealized +61.7%
CMI CUMMINS INC 0.1%
Value ($000) $373 Shares 1,660 Est. Cost $138.24 Unrealized +52.2%
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $371 Shares 2,081 Est. Cost $125.39 Unrealized
BALL BALL CORP 0.1%
Value ($000) $364 Shares 4,044 Est. Cost $63.09 Unrealized +32.7%
IWR ISHARES TR 0.1%
Value ($000) $363 Shares 4,643 Est. Cost $56.25 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $362 Shares 2,492 Est. Cost $95.20 Unrealized +41.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $358 Shares 3,798 Est. Cost $56.77 Unrealized +60.6%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $356 Shares 2,340 Est. Cost $108.91 Unrealized +30.2%
NKE NIKE INC 0.1%
Value ($000) $354 Shares 2,439 Est. Cost $85.99 Unrealized +77.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $354 Shares 5,915 Est. Cost $39.34 Unrealized +29.6%
VERB TECHNOLOGY CO INC 0.1%
Value ($000) $346 Shares 180,330 Est. Cost $1.76 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $341 Shares 3,912 Est. Cost $49.41 Unrealized +68.6%
IGSB ISHARES TR 0.1%
Value ($000) $337 Shares 6,165 Est. Cost $72.39 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $333 Shares 3,188 Est. Cost $92.53 Unrealized +23.5%
FDX FEDEX CORP 0.1%
Value ($000) $333 Shares 1,520 Est. Cost $137.51 Unrealized +80.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $324 Shares 3,193 Est. Cost $79.95 Unrealized +4.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $324 Shares 2,647 Est. Cost $70.39 Unrealized +65.9%
USB US BANCORP DEL 0.1%
Value ($000) $323 Shares 5,432 Est. Cost $39.77 Unrealized +17.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $315 Shares 3,051 Est. Cost $82.10 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $315 Shares 1,554 Est. Cost $108.12 Unrealized +69.8%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $310 Shares 1,407 Est. Cost $182.00 Unrealized +14.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $310 Shares 14,325 Est. Cost $32.65 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $306 Shares 4,332 Est. Cost $45.11 Unrealized +19.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $304 Shares 900 Est. Cost $259.75 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $303 Shares 2,747 Est. Cost $74.48 Unrealized +41.9%
CSX CSX CORP 0.1%
Value ($000) $301 Shares 10,106 Est. Cost $26.35 Unrealized +14.4%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $295 Shares 3,600 Est. Cost $81.10 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $291 Shares 3,072 Est. Cost $57.16 Unrealized +41.8%
ECL ECOLAB INC 0.1%
Value ($000) $282 Shares 1,353 Est. Cost $144.68 Unrealized +44.1%
BLACKROCK INC 0.1%
Value ($000) $279 Shares 333 Est. Cost $721.06 Unrealized
BA BOEING CO 0.1%
Value ($000) $273 Shares 1,241 Est. Cost $162.38 Unrealized +37.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $269 Shares 5,912 Est. Cost $67.85 Unrealized
HPQ HP INC 0.1%
Value ($000) $268 Shares 9,799 Est. Cost $17.61 Unrealized +39.7%
FISV FISERV INC 0.1%
Value ($000) $262 Shares 2,416 Est. Cost $108.19 Unrealized +3.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $243 Shares 1,658 Est. Cost $111.79 Unrealized +26.7%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $239 Shares 1,803 Est. Cost $132.82 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $238 Shares 1,666 Est. Cost $105.30 Unrealized +39.3%
CSM PROSHARES TR 0.0%
Value ($000) $237 Shares 2,366 Est. Cost $84.39 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $236 Shares 6,486 Est. Cost $28.24 Unrealized +23.8%
WMT WALMART INC 0.0%
Value ($000) $235 Shares 1,685 Est. Cost $38.33 Unrealized +18.6%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $234 Shares 653 Est. Cost $313.94 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $233 Shares 4,950 Est. Cost $54.95 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $233 Shares 2,000 Est. Cost $76.25 Unrealized +31.6%
VMC VULCAN MATLS CO 0.0%
Value ($000) $220 Shares 1,300 Est. Cost $155.90 Unrealized +10.9%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $220 Shares 7,060 Est. Cost $27.78 Unrealized +8.3%
SNPS SYNOPSYS INC 0.0%
Value ($000) $217 Shares 726 Est. Cost $253.80 Unrealized +19.6%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $215 Shares 1,075 Est. Cost $172.13 Unrealized +9.4%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $215 Shares 1,455 Est. Cost $115.05 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $202 Shares 1,025 Est. Cost $151.44 Unrealized +14.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $202 Shares 2,100 Est. Cost $89.59 Unrealized +4.5%
NFLX NETFLIX INC 0.0%
Value ($000) $201 Shares 330 Est. Cost $54.24 Unrealized +1.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $200 Shares 1,020 Est. Cost $147.01 Unrealized +21.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $198 Shares 4,339 Est. Cost $33.78 Unrealized +0.6%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $197 Shares 2,576 Est. Cost $68.08 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $197 Shares 1,329 Est. Cost $247.17 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $190 Shares 2,129 Est. Cost $61.65 Unrealized +25.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $189 Shares 1,975 Est. Cost $101.07 Unrealized -4.8%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $189 Shares 2,010 Est. Cost $56.72 Unrealized +26.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $189 Shares 644 Est. Cost $175.54 Unrealized +62.2%
USMV ISHARES TR 0.0%
Value ($000) $188 Shares 2,561 Est. Cost $73.80 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $185 Shares 536 Est. Cost $337.14 Unrealized -4.9%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $183 Shares 11,979 Est. Cost $13.34 Unrealized -4.0%
QDF FLEXSHARES TR 0.0%
Value ($000) $182 Shares 3,272 Est. Cost $56.23 Unrealized
T AT&T INC 0.0%
Value ($000) $181 Shares 6,707 Est. Cost $14.11 Unrealized +13.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $180 Shares 1,395 Est. Cost $124.72 Unrealized +3.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $177 Shares 2,085 Est. Cost $55.36 Unrealized +31.0%
DGRO ISHARES TR 0.0%
Value ($000) $176 Shares 3,508 Est. Cost $50.31 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $175 Shares 658 Est. Cost $251.87 Unrealized +8.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $168 Shares 600 Est. Cost $262.94 Unrealized +7.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $166 Shares 713 Est. Cost $188.81 Unrealized +16.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $162 Shares 841 Est. Cost $164.21 Unrealized +2.3%
QUAL ISHARES TR 0.0%
Value ($000) $161 Shares 1,223 Est. Cost $133.28 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $157 Shares 2,075 Est. Cost $73.43 Unrealized -2.4%
CERNER CORP 0.0%
Value ($000) $154 Shares 2,181 Est. Cost $77.95 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $154 Shares 2,485 Est. Cost $53.77 Unrealized +1.7%
PCAR PACCAR INC 0.0%
Value ($000) $152 Shares 1,930 Est. Cost $51.17 Unrealized -9.1%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $151 Shares 934 Est. Cost $139.28 Unrealized +8.2%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $151 Shares 905 Est. Cost $164.64 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $150 Shares 2,208 Est. Cost $23.71 Unrealized +19.6%
IVW ISHARES TR 0.0%
Value ($000) $150 Shares 2,024 Est. Cost $72.63 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $149 Shares 1,914 Est. Cost $78.89 Unrealized
COOPER COS INC 0.0%
Value ($000) $149 Shares 360 Est. Cost $395.88 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $145 Shares 1,974 Est. Cost $32.32 Unrealized +9.0%
IJT ISHARES TR 0.0%
Value ($000) $143 Shares 1,100 Est. Cost $132.73 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $143 Shares 4,650 Est. Cost $31.83 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $139 Shares 960 Est. Cost $152.08 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $137 Shares 526 Est. Cost $152.72 Unrealized +85.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $133 Shares 56 Est. Cost $2272.52 Unrealized -2.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $132 Shares 1,075 Est. Cost $118.14 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $130 Shares 985 Est. Cost $109.06 Unrealized +5.9%
FVCB FVCBANKCORP INC 0.0%
Value ($000) $129 Shares 6,473 Est. Cost $13.93 Unrealized +8.9%
CXSE WISDOMTREE TR 0.0%
Value ($000) $128 Shares 2,394 Est. Cost $80.18 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $126 Shares 1,200 Est. Cost $81.79 Unrealized +2.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $123 Shares 740 Est. Cost $125.21 Unrealized +19.3%
AES AES CORP 0.0%
Value ($000) $121 Shares 5,300 Est. Cost $22.19 Unrealized -7.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $120 Shares 250 Est. Cost $492.00 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $120 Shares 1,460 Est. Cost $67.92 Unrealized +13.1%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $120 Shares 2,060 Est. Cost $63.78 Unrealized -3.6%
TSLA TESLA INC 0.0%
Value ($000) $119 Shares 153 Est. Cost $228.08 Unrealized +3.2%
DOW DOW INC 0.0%
Value ($000) $115 Shares 1,998 Est. Cost $46.19 Unrealized +3.5%
IWP ISHARES TR 0.0%
Value ($000) $112 Shares 1,000 Est. Cost $113.00 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $110 Shares 1,400 Est. Cost $71.31 Unrealized -5.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $110 Shares 875 Est. Cost $102.35 Unrealized +11.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $107 Shares 1,584 Est. Cost $47.19 Unrealized +4.5%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $105 Shares 725 Est. Cost $128.42 Unrealized +4.5%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $102 Shares 600 Est. Cost $173.33 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $101 Shares 613 Est. Cost $166.39 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $100 Shares 1,937 Est. Cost $41.98 Unrealized +20.8%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $99 Shares 1,335 Est. Cost $75.66 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $99 Shares 510 Est. Cost $175.60 Unrealized -3.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $95 Shares 1,175 Est. Cost $72.72 Unrealized +2.2%
LINDE PLC 0.0%
Value ($000) $94 Shares 320 Est. Cost $290.63 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $94 Shares 274 Est. Cost $346.07 Unrealized +2.3%
MAS MASCO CORP 0.0%
Value ($000) $91 Shares 1,642 Est. Cost $55.48 Unrealized -1.5%
IWB ISHARES TR 0.0%
Value ($000) $91 Shares 375 Est. Cost $242.67 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $91 Shares 2,339 Est. Cost $38.68 Unrealized -13.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $90 Shares 1,947 Est. Cost $39.98 Unrealized +4.0%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $89 Shares 444 Est. Cost $206.38 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $89 Shares 4,215 Est. Cost $22.54 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $87 Shares 419 Est. Cost $19.14 Unrealized +8.3%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $84 Shares 2,910 Est. Cost $29.23 Unrealized
UNILEVER PLC 0.0%
Value ($000) $81 Shares 1,485 Est. Cost $58.68 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $80 Shares 1,935 Est. Cost $41.86 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $80 Shares 968 Est. Cost $71.71 Unrealized +14.6%
PGIM GLOBAL HIGH YIELD FD FO 0.0%
Value ($000) $75 Shares 4,860 Est. Cost $15.84 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $75 Shares 518 Est. Cost $146.72 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $75 Shares 1,160 Est. Cost $65.52 Unrealized
BP BP PLC 0.0%
Value ($000) $72 Shares 2,643 Est. Cost $26.49 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $72 Shares 1,858 Est. Cost $39.59 Unrealized
PPL PPL CORP 0.0%
Value ($000) $72 Shares 2,570 Est. Cost $24.28 Unrealized +1.3%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $71 Shares 450 Est. Cost $171.22 Unrealized -11.5%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $70 Shares 300 Est. Cost $230.00 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $69 Shares 373 Est. Cost $190.45 Unrealized +3.4%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $67 Shares 1,310 Est. Cost $51.15 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $67 Shares 950 Est. Cost $70.57 Unrealized -13.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $64 Shares 150 Est. Cost $369.84 Unrealized +13.0%
XYZ SQUARE INC 0.0%
Value ($000) $64 Shares 267 Est. Cost $231.94 Unrealized +10.7%
ETF MANAGERS TR 0.0%
Value ($000) $64 Shares 1,055 Est. Cost $60.66 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $62 Shares 1,100 Est. Cost $46.63 Unrealized -1.6%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $62 Shares 965 Est. Cost $63.21 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $60 Shares 675 Est. Cost $98.55 Unrealized -8.5%
LAM RESEARCH CORP 0.0%
Value ($000) $60 Shares 105 Est. Cost $647.62 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $59 Shares 455 Est. Cost $138.67 Unrealized +1.5%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $58 Shares 510 Est. Cost $102.72 Unrealized +3.4%
ADSK AUTODESK INC 0.0%
Value ($000) $57 Shares 199 Est. Cost $285.27 Unrealized +7.3%
AME AMETEK INC 0.0%
Value ($000) $56 Shares 455 Est. Cost $129.89 Unrealized +0.5%
EEM ISHARES TR 0.0%
Value ($000) $54 Shares 1,067 Est. Cost $55.30 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $54 Shares 40 Est. Cost $149.84 Unrealized 0.0%
UI UBIQUITI INC 0.0%
Value ($000) $53 Shares 179 Est. Cost $308.99 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $53 Shares 874 Est. Cost $62.93 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $53 Shares 308 Est. Cost $155.25 Unrealized +6.3%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $52 Shares 800 Est. Cost $67.50 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $52 Shares 600 Est. Cost $88.33 Unrealized
AMWD AMERICAN WOODMARK CORPORATIO 0.0%
Value ($000) $52 Shares 800 Est. Cost $93.57 Unrealized -21.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $51 Shares 1,200 Est. Cost $33.48 Unrealized -3.6%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $51 Shares 911 Est. Cost $55.98 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $50 Shares 250 Est. Cost $188.10 Unrealized +3.7%
DE DEERE & CO 0.0%
Value ($000) $50 Shares 150 Est. Cost $342.83 Unrealized -1.0%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $49 Shares 600 Est. Cost $81.67 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $48 Shares 1,160 Est. Cost $41.56 Unrealized +0.1%
IWN ISHARES TR 0.0%
Value ($000) $48 Shares 300 Est. Cost $166.67 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $48 Shares 400 Est. Cost $120.00 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $48 Shares 305 Est. Cost $143.15 Unrealized +3.9%
RBLX ROBLOX CORP 0.0%
Value ($000) $47 Shares 621 Est. Cost $82.10 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $47 Shares 528 Est. Cost $92.98 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $46 Shares 800 Est. Cost $65.87 Unrealized -6.4%
SPYX SPDR SER TR 0.0%
Value ($000) $45 Shares 425 Est. Cost $105.88 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $44 Shares 600 Est. Cost $76.67 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $44 Shares 3,000 Est. Cost $15.33 Unrealized
SHOCKWAVE MED INC 0.0%
Value ($000) $43 Shares 208 Est. Cost $206.73 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $43 Shares 2,754 Est. Cost $12.39 Unrealized -2.8%
XBI SPDR SER TR 0.0%
Value ($000) $43 Shares 346 Est. Cost $124.28 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $43 Shares 1,032 Est. Cost $43.90 Unrealized -6.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $43 Shares 832 Est. Cost $43.85 Unrealized +4.6%
BWA BORGWARNER INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $41.16 Unrealized -9.4%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $42 Shares 900 Est. Cost $38.79 Unrealized -6.2%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $42 Shares 350 Est. Cost $108.88 Unrealized +3.2%
UDR UDR INC 0.0%
Value ($000) $42 Shares 800 Est. Cost $39.57 Unrealized +14.4%
ILMN ILLUMINA INC 0.0%
Value ($000) $41 Shares 100 Est. Cost $428.46 Unrealized +7.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $41 Shares 290 Est. Cost $138.37 Unrealized -1.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $40 Shares 181 Est. Cost $152.58 Unrealized +32.6%
WPC WP CAREY INC 0.0%
Value ($000) $40 Shares 550 Est. Cost $74.67 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $39 Shares 260 Est. Cost $150.00 Unrealized
KEY KEYCORP 0.0%
Value ($000) $39 Shares 1,800 Est. Cost $17.28 Unrealized -6.1%
ZTS ZOETIS INC 0.0%
Value ($000) $39 Shares 200 Est. Cost $84.89 Unrealized +128.2%
LEN LENNAR CORP 0.0%
Value ($000) $39 Shares 415 Est. Cost $90.32 Unrealized +2.8%
VNT VONTIER CORPORATION 0.0%
Value ($000) $38 Shares 1,126 Est. Cost $32.94 Unrealized +3.1%
AVANGRID INC 0.0%
Value ($000) $38 Shares 792 Est. Cost $51.77 Unrealized
BBBY OVERSTOCK COM INC DEL 0.0%
Value ($000) $36 Shares 457 Est. Cost $76.22 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 1,515 Est. Cost $24.21 Unrealized +0.8%
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value ($000) $36 Shares 533 Est. Cost $68.24 Unrealized +2.3%
IHRT IHEARTMEDIA INC 0.0%
Value ($000) $35 Shares 1,406 Est. Cost $24.65 Unrealized 0.0%
WSBC WESBANCO INC 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $37.49 Unrealized -11.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $34 Shares 416 Est. Cost $75.50 Unrealized -0.4%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $156.58 Unrealized +3.4%
AAXJ ISHARES TR 0.0%
Value ($000) $32 Shares 374 Est. Cost $93.58 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $32 Shares 100 Est. Cost $197.24 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $32 Shares 560 Est. Cost $41.29 Unrealized +2.5%
O REALTY INCOME CORP 0.0%
Value ($000) $32 Shares 500 Est. Cost $51.83 Unrealized +3.8%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $32 Shares 900 Est. Cost $35.56 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $31 Shares 100 Est. Cost $376.83 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $30 Shares 236 Est. Cost $58.86 Unrealized -2.7%
NIO NIO INC 0.0%
Value ($000) $30 Shares 829 Est. Cost $39.62 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $30 Shares 495 Est. Cost $66.67 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $30 Shares 700 Est. Cost $44.29 Unrealized
POOL POOL CORP 0.0%
Value ($000) $29 Shares 67 Est. Cost $426.35 Unrealized +5.3%
PFF ISHARES TR 0.0%
Value ($000) $28 Shares 725 Est. Cost $39.25 Unrealized
CORESITE RLTY CORP 0.0%
Value ($000) $28 Shares 200 Est. Cost $135.00 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $27 Shares 464 Est. Cost $58.19 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $27 Shares 333 Est. Cost $90.09 Unrealized
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value ($000) $27 Shares 900 Est. Cost $28.10 Unrealized +2.4%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 110 Est. Cost $236.36 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $25 Shares 176 Est. Cost $142.05 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $19.66 Unrealized +12.3%
ARKK ARK ETF TR 0.0%
Value ($000) $25 Shares 226 Est. Cost $132.74 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $23 Shares 35 Est. Cost $657.14 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $23 Shares 39 Est. Cost $64.12 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $23 Shares 82 Est. Cost $302.94 Unrealized +8.2%
AMYRIS INC 0.0%
Value ($000) $22 Shares 1,600 Est. Cost $13.75 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $22 Shares 125 Est. Cost $150.03 Unrealized +3.9%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $22 Shares 126 Est. Cost $150.00 Unrealized +11.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 590 Est. Cost $33.82 Unrealized -9.7%
IBB ISHARES TR 0.0%
Value ($000) $22 Shares 133 Est. Cost $165.41 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $24.00 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $21 Shares 1,525 Est. Cost $24.26 Unrealized
CNRG SPDR SER TR 0.0%
Value ($000) $21 Shares 226 Est. Cost $104.63 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $21 Shares 170 Est. Cost $110.75 Unrealized -0.3%
MITK MITEK SYS INC 0.0%
Value ($000) $21 Shares 1,150 Est. Cost $16.82 Unrealized +20.5%
FLAU FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $21 Shares 725 Est. Cost $30.34 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $21 Shares 500 Est. Cost $45.04 Unrealized -11.8%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $21 Shares 331 Est. Cost $64.75 Unrealized 0.0%
MOS MOSAIC CO NEW 0.0%
Value ($000) $20 Shares 560 Est. Cost $28.93 Unrealized 0.0%
PAWZ PROSHARES TR 0.0%
Value ($000) $19 Shares 244 Est. Cost $77.87 Unrealized
ENZL ISHARES TR 0.0%
Value ($000) $19 Shares 300 Est. Cost $60.00 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $19 Shares 240 Est. Cost $75.68 Unrealized -5.4%
FAST FASTENAL CO 0.0%
Value ($000) $19 Shares 375 Est. Cost $23.29 Unrealized +4.8%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $25.69 Unrealized 0.0%
MKL MARKEL CORP 0.0%
Value ($000) $18 Shares 15 Est. Cost $1198.75 Unrealized +2.9%
IYH ISHARES TR 0.0%
Value ($000) $18 Shares 66 Est. Cost $272.73 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $18 Shares 1,360 Est. Cost $11.87 Unrealized -1.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 400 Est. Cost $49.03 Unrealized -10.9%
ARKQ ARK ETF TR 0.0%
Value ($000) $17 Shares 219 Est. Cost $86.76 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 170 Est. Cost $100.00 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $17 Shares 66 Est. Cost $141.80 Unrealized +72.9%
KMX CARMAX INC 0.0%
Value ($000) $17 Shares 130 Est. Cost $123.63 Unrealized +7.6%
BHP BHP GROUP LTD 0.0%
Value ($000) $16 Shares 300 Est. Cost $73.33 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $16 Shares 263 Est. Cost $64.64 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 390 Est. Cost $41.03 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $15 Shares 100 Est. Cost $177.53 Unrealized -8.8%
OEF ISHARES TR 0.0%
Value ($000) $15 Shares 77 Est. Cost $194.81 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $15 Shares 20 Est. Cost $673.16 Unrealized +12.7%
C CITIGROUP INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $62.72 Unrealized -4.8%
EVRG EVERGY INC 0.0%
Value ($000) $14 Shares 230 Est. Cost $51.92 Unrealized +5.7%
PIONEER NAT RES CO 0.0%
Value ($000) $14 Shares 83 Est. Cost $162.53 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.00 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $14 Shares 183 Est. Cost $93.88 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $13 Shares 102 Est. Cost $133.21 Unrealized +1.0%
OGN ORGANON & CO 0.0%
Value ($000) $13 Shares 404 Est. Cost $26.93 Unrealized -2.4%
NEOG NEOGEN CORP 0.0%
Value ($000) $13 Shares 300 Est. Cost $46.21 Unrealized -5.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $13 Shares 60 Est. Cost $217.42 Unrealized -6.7%
IHAK ISHARES TR 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $62.84 Unrealized -6.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $12 Shares 69 Est. Cost $147.67 Unrealized +5.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $12 Shares 125 Est. Cost $65.53 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $12 Shares 80 Est. Cost $128.55 Unrealized +8.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $205.01 Unrealized -1.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 348 Est. Cost $33.48 Unrealized
EEMX SPDR INDEX SHS FDS 0.0%
Value ($000) $11 Shares 150 Est. Cost $77.78 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $11 Shares 155 Est. Cost $64.52 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $87.20 Unrealized -6.7%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $11 Shares 450 Est. Cost $19.57 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $11 Shares 44 Est. Cost $273.46 Unrealized +5.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $11 Shares 180 Est. Cost $55.76 Unrealized -5.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $10 Shares 1,600 Est. Cost $6.31 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $10 Shares 80 Est. Cost $145.59 Unrealized 0.0%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $10 Shares 1,266 Est. Cost $8.69 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $10 Shares 375 Est. Cost $29.33 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $102.22 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $55.86 Unrealized +6.3%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $10 Shares 16 Est. Cost $40.03 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $282.88 Unrealized +7.9%
OGS ONE GAS INC 0.0%
Value ($000) $9 Shares 140 Est. Cost $77.01 Unrealized -7.4%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $9 Shares 248 Est. Cost $40.12 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $9 Shares 80 Est. Cost $88.28 Unrealized +12.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $9 Shares 120 Est. Cost $69.24 Unrealized -0.6%
LRGF ISHARES TR 0.0%
Value ($000) $9 Shares 225 Est. Cost $43.08 Unrealized
OPTU ALTICE USA INC 0.0%
Value ($000) $8 Shares 375 Est. Cost $35.00 Unrealized -16.8%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $8 Shares 170 Est. Cost $42.86 Unrealized
IAU GOLD TR 0.0%
Value ($000) $8 Shares 232 Est. Cost $34.48 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $32.00 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $8 Shares 585 Est. Cost $13.68 Unrealized
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $97.89 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $7 Shares 43 Est. Cost $157.92 Unrealized
SUNDIAL GROWERS INC 0.0%
Value ($000) $7 Shares 9,650 Est. Cost $0.93 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.18 Unrealized -1.8%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $6 Shares 240 Est. Cost $32.35 Unrealized -29.4%
PSA PUBLIC STORAGE 0.0%
Value ($000) $6 Shares 19 Est. Cost $257.31 Unrealized 0.0%
SRVR PACER FDS TR 0.0%
Value ($000) $6 Shares 165 Est. Cost $42.42 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $6 Shares 78 Est. Cost $80.71 Unrealized -3.4%
LIVENT CORP 0.0%
Value ($000) $6 Shares 264 Est. Cost $22.73 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $6 Shares 94 Est. Cost $74.47 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 60 Est. Cost $75.81 Unrealized +1.6%
PLUG PLUG POWER INC 0.0%
Value ($000) $6 Shares 238 Est. Cost $27.73 Unrealized -3.4%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $5 Shares 368 Est. Cost $13.75 Unrealized -7.8%
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $5 Shares 25 Est. Cost $184.29 Unrealized +3.9%
PALISADE BIO INC 0.0%
Value ($000) $5 Shares 1,719 Est. Cost $4.16 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $5 Shares 98 Est. Cost $57.93 Unrealized -11.3%
EFAX SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $4 Shares 195 Est. Cost $12.51 Unrealized +5.6%
ABBNY ABB LTD 0.0%
Value ($000) $4 Shares 120 Est. Cost $33.33 Unrealized
PTMC PACER FDS TR 0.0%
Value ($000) $4 Shares 104 Est. Cost $38.46 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $4 Shares 58 Est. Cost $68.97 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $67.37 Unrealized -4.9%
ING ING GROEP N.V. 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.04 Unrealized
INFINERA CORP 0.0%
Value ($000) $3 Shares 325 Est. Cost $9.23 Unrealized
ALC ALCON AG 0.0%
Value ($000) $3 Shares 40 Est. Cost $70.28 Unrealized +8.1%
FORTRESS TRANS INFRST INVS L 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $77.32 Unrealized +7.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.26 Unrealized -8.8%
ARDX ARDELYX INC 0.0%
Value ($000) $2 Shares 1,139 Est. Cost $2.67 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.29 Unrealized -1.2%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.43 Unrealized -6.5%
AEROJET ROCKETDYNE HLDGS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.08 Unrealized +11.9%
TNDM TANDEM DIABETES CARE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $89.17 Unrealized +23.6%
ALTIMETER GROWTH CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.91 Unrealized -23.5%
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $278.75 Unrealized +13.8%
UNITI GROUP INC 0.0%
Value ($000) $1 Shares 71 Est. Cost $14.08 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1 Shares 11 Est. Cost $129.90 Unrealized 0.0%
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $24.44 Unrealized 0.0%
TILRAY INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.36 Unrealized -11.0%
NOVUS CAPITAL CORPORATION II 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
JD JD.COM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BETZ LISTED FD TR 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
MAXEON SOLAR TECHNOLOGIES LT 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DNOW NOW INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.32 Unrealized -20.9%
NOV NOV INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $15.56 Unrealized -13.3%
IGC INDIA GLOBALIZATION CAP INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.53 Unrealized +5.9%
2U INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
VERASTEM INC 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
ORAGENICS INC 0.0%
Value ($000) $0 Shares 120 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $232.63 Unrealized +22.3%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $46.98 Unrealized -4.1%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
DISH NETWORK CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.00 Unrealized -16.9%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $35.69 Unrealized +6.1%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.36 Unrealized +7.1%