Cypress Wealth Services, LLC Diversified Active

CIK: 0001721527 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 23, 2020

Total Value ($000): $390,228 (100.0% shares, 0.0% debt)

Holdings (265)

IVV ISHARES TR 7.9%
Value ($000) $30,713 Shares 91,391 Est. Cost $293.48 Unrealized
AAPL APPLE INC 6.0%
Value ($000) $23,453 Shares 202,916 Est. Cost $43.44 Unrealized +144.0%
ESGU ISHARES TR 4.1%
Value ($000) $16,070 Shares 210,870 Est. Cost $66.46 Unrealized
LQD ISHARES TR 2.6%
Value ($000) $9,959 Shares 73,927 Est. Cost $133.96 Unrealized
VOO VANGUARD INDEX FDS 2.5%
Value ($000) $9,568 Shares 31,100 Est. Cost $248.84 Unrealized
GOVT ISHARES TR 2.3%
Value ($000) $8,784 Shares 314,260 Est. Cost $26.27 Unrealized
QQQ INVESCO QQQ TR 2.2%
Value ($000) $8,405 Shares 30,448 Est. Cost $182.41 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $8,103 Shares 24,197 Est. Cost $267.31 Unrealized
MGK VANGUARD WORLD FD 1.9%
Value ($000) $7,555 Shares 40,752 Est. Cost $112.72 Unrealized
EFG ISHARES TR 1.9%
Value ($000) $7,280 Shares 80,992 Est. Cost $83.11 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $6,269 Shares 65,441 Est. Cost $87.45 Unrealized
PFF ISHARES TR 1.6%
Value ($000) $6,189 Shares 169,791 Est. Cost $37.73 Unrealized
VO VANGUARD INDEX FDS 1.6%
Value ($000) $6,092 Shares 34,561 Est. Cost $156.04 Unrealized
ESGE ISHARES INC 1.5%
Value ($000) $5,747 Shares 161,387 Est. Cost $29.97 Unrealized
IGSB ISHARES TR 1.4%
Value ($000) $5,549 Shares 101,052 Est. Cost $56.07 Unrealized
MUB ISHARES TR 1.4%
Value ($000) $5,462 Shares 47,113 Est. Cost $114.19 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $5,447 Shares 25,896 Est. Cost $87.11 Unrealized +130.5%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $5,003 Shares 30,023 Est. Cost $86.20 Unrealized +36.1%
FJUN FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $4,897 Shares 152,715 Est. Cost Unrealized
USMV ISHARES TR 1.2%
Value ($000) $4,778 Shares 74,978 Est. Cost $60.96 Unrealized
GBIL GOLDMAN SACHS ETF TR 1.2%
Value ($000) $4,745 Shares 47,251 Est. Cost $100.21 Unrealized
HYG ISHARES TR 1.2%
Value ($000) $4,559 Shares 54,334 Est. Cost $86.98 Unrealized
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $4,513 Shares 55,761 Est. Cost $84.46 Unrealized
VLUE ISHARES TR 1.1%
Value ($000) $4,460 Shares 60,445 Est. Cost $72.28 Unrealized
IXN ISHARES TR 1.1%
Value ($000) $4,386 Shares 16,633 Est. Cost $206.34 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $4,222 Shares 1,341 Est. Cost $75.19 Unrealized +109.7%
VEA VANGUARD TAX-MANAGED INTL FD 1.1%
Value ($000) $4,126 Shares 100,884 Est. Cost $44.66 Unrealized
MTCH MATCH GROUP INC NEW 1.0%
Value ($000) $4,090 Shares 36,960 Est. Cost Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $3,858 Shares 25,084 Est. Cost $149.01 Unrealized
IHI ISHARES TR 1.0%
Value ($000) $3,768 Shares 12,577 Est. Cost $264.80 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,530 Shares 62,945 Est. Cost $52.64 Unrealized
SHYG ISHARES TR 0.9%
Value ($000) $3,438 Shares 78,216 Est. Cost $41.51 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.9%
Value ($000) $3,347 Shares 52,952 Est. Cost $57.42 Unrealized
VV VANGUARD INDEX FDS 0.8%
Value ($000) $3,278 Shares 20,953 Est. Cost $114.87 Unrealized
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $2,875 Shares 27,511 Est. Cost $111.39 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $2,854 Shares 40,640 Est. Cost $70.05 Unrealized
NEAR ISHARES U S ETF TR 0.7%
Value ($000) $2,631 Shares 52,514 Est. Cost $50.02 Unrealized
VDC VANGUARD WORLD FDS 0.7%
Value ($000) $2,547 Shares 15,589 Est. Cost $146.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,542 Shares 11,936 Est. Cost $196.47 Unrealized +4.1%
IEFA ISHARES TR 0.6%
Value ($000) $2,416 Shares 40,086 Est. Cost $62.46 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $2,285 Shares 5,327 Est. Cost $26.57 Unrealized +344.4%
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $2,229 Shares 9,793 Est. Cost $143.46 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $2,228 Shares 17,959 Est. Cost $103.54 Unrealized +17.9%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2,018 Shares 5,685 Est. Cost $194.59 Unrealized +58.8%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.5%
Value ($000) $2,012 Shares 23,961 Est. Cost $62.87 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $1,928 Shares 25,538 Est. Cost $68.28 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,857 Shares 12,474 Est. Cost $110.31 Unrealized +15.1%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,846 Shares 42,684 Est. Cost $45.75 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,845 Shares 1,259 Est. Cost $52.86 Unrealized +43.1%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,643 Shares 20,376 Est. Cost $66.68 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,591 Shares 26,742 Est. Cost $32.54 Unrealized +30.8%
RPG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,566 Shares 11,053 Est. Cost $113.79 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $1,522 Shares 5,810 Est. Cost $178.10 Unrealized +43.8%
AMGN AMGEN INC 0.4%
Value ($000) $1,516 Shares 5,964 Est. Cost $148.02 Unrealized +41.6%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,500 Shares 27,122 Est. Cost $50.14 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $1,475 Shares 8,895 Est. Cost $74.83 Unrealized +86.9%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,442 Shares 17,408 Est. Cost $79.24 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,407 Shares 11,602 Est. Cost $93.73 Unrealized +11.7%
SHOP SHOPIFY INC 0.4%
Value ($000) $1,397 Shares 1,366 Est. Cost $26.03 Unrealized +281.9%
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,357 Shares 21,455 Est. Cost $54.38 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $1,348 Shares 16,536 Est. Cost $94.92 Unrealized
IYG ISHARES TR 0.3%
Value ($000) $1,339 Shares 10,975 Est. Cost $119.39 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,293 Shares 880 Est. Cost $53.44 Unrealized +41.7%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,250 Shares 53,183 Est. Cost $39.52 Unrealized -44.8%
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $1,247 Shares 22,907 Est. Cost $52.46 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,229 Shares 33,499 Est. Cost $25.22 Unrealized +7.5%
FTA FIRST TR LRG CP VL ALPHADEX 0.3%
Value ($000) $1,214 Shares 26,017 Est. Cost $52.28 Unrealized
SSGA ACTIVE ETF TR 0.3%
Value ($000) $1,206 Shares 19,680 Est. Cost $65.90 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,178 Shares 13,709 Est. Cost $50.15 Unrealized +41.2%
ABT ABBOTT LABS 0.3%
Value ($000) $1,167 Shares 10,725 Est. Cost $49.54 Unrealized +86.4%
HD HOME DEPOT INC 0.3%
Value ($000) $1,130 Shares 4,069 Est. Cost $159.13 Unrealized +49.3%
TLT ISHARES TR 0.3%
Value ($000) $1,120 Shares 6,863 Est. Cost $143.56 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,092 Shares 11,341 Est. Cost $82.22 Unrealized +3.9%
V VISA INC 0.3%
Value ($000) $1,077 Shares 5,388 Est. Cost $123.65 Unrealized +55.5%
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,057 Shares 33,659 Est. Cost $31.95 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $1,046 Shares 8,128 Est. Cost $103.90 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,044 Shares 3,763 Est. Cost $249.24 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,042 Shares 6,954 Est. Cost $154.85 Unrealized
T AT&T INC 0.3%
Value ($000) $1,038 Shares 36,407 Est. Cost $15.18 Unrealized +2.5%
FNX FIRST TR MID CAP CORE ALPHAD 0.3%
Value ($000) $1,037 Shares 15,724 Est. Cost $64.30 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,016 Shares 4,630 Est. Cost $140.30 Unrealized +29.3%
FFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $971 Shares 31,400 Est. Cost $26.05 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $939 Shares 9,055 Est. Cost $90.11 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $854 Shares 27,600 Est. Cost $29.85 Unrealized
ISHARES TR 0.2%
Value ($000) $847 Shares 33,564 Est. Cost $25.27 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $839 Shares 6,039 Est. Cost $72.99 Unrealized +59.4%
IWD ISHARES TR 0.2%
Value ($000) $838 Shares 7,098 Est. Cost $122.67 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $834 Shares 7,119 Est. Cost $90.98 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $832 Shares 33,062 Est. Cost $34.88 Unrealized
CORP PIMCO ETF TR 0.2%
Value ($000) $815 Shares 7,110 Est. Cost $104.22 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $811 Shares 10,183 Est. Cost $66.71 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $774 Shares 4,918 Est. Cost $60.25 Unrealized +96.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $737 Shares 7,351 Est. Cost $92.54 Unrealized -0.7%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.2%
Value ($000) $734 Shares 8,501 Est. Cost $69.90 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $729 Shares 14,084 Est. Cost $37.12 Unrealized +25.3%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $727 Shares 14,806 Est. Cost $18.70 Unrealized +156.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $723 Shares 18,716 Est. Cost $36.23 Unrealized -25.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $720 Shares 11,938 Est. Cost $45.21 Unrealized +7.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $713 Shares 9,512 Est. Cost $69.42 Unrealized -15.2%
ABBV ABBVIE INC 0.2%
Value ($000) $708 Shares 8,078 Est. Cost $66.85 Unrealized +14.2%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $695 Shares 11,937 Est. Cost $55.14 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $693 Shares 9,626 Est. Cost $83.80 Unrealized -20.6%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $683 Shares 9,991 Est. Cost $67.30 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $679 Shares 30,607 Est. Cost $22.03 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $669 Shares 30,915 Est. Cost $21.51 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $668 Shares 30,386 Est. Cost $21.78 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $667 Shares 29,833 Est. Cost $22.22 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $659 Shares 30,251 Est. Cost $21.76 Unrealized
WMT WALMART INC 0.2%
Value ($000) $658 Shares 4,704 Est. Cost $26.90 Unrealized +53.6%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $657 Shares 30,101 Est. Cost $21.81 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $652 Shares 30,586 Est. Cost $21.37 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $646 Shares 3,278 Est. Cost $95.06 Unrealized +97.7%
KO COCA COLA CO 0.2%
Value ($000) $643 Shares 13,021 Est. Cost $35.64 Unrealized +14.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $618 Shares 20,648 Est. Cost $31.13 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $602 Shares 10,399 Est. Cost $58.64 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $598 Shares 2,757 Est. Cost $134.92 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $579 Shares 18,406 Est. Cost $28.92 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $565 Shares 1,044 Est. Cost $5.46 Unrealized +112.3%
XYZ SQUARE INC 0.1%
Value ($000) $563 Shares 3,622 Est. Cost $76.56 Unrealized +84.4%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $562 Shares 26,495 Est. Cost $21.27 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $554 Shares 5,123 Est. Cost $106.57 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $554 Shares 3,760 Est. Cost $114.44 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $553 Shares 10,700 Est. Cost $51.24 Unrealized
FNV FRANCO NEV CORP 0.1%
Value ($000) $553 Shares 3,959 Est. Cost $74.02 Unrealized +91.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $549 Shares 15,980 Est. Cost $57.04 Unrealized -43.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $539 Shares 11,649 Est. Cost $31.66 Unrealized +18.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $530 Shares 1,567 Est. Cost $193.89 Unrealized +62.8%
BA BOEING CO 0.1%
Value ($000) $524 Shares 3,169 Est. Cost $297.08 Unrealized -42.6%
PEP PEPSICO INC 0.1%
Value ($000) $522 Shares 3,763 Est. Cost $89.01 Unrealized +29.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $521 Shares 4,280 Est. Cost $94.64 Unrealized -0.8%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $519 Shares 9,355 Est. Cost $50.63 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $519 Shares 5,634 Est. Cost $51.72 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $512 Shares 2,309 Est. Cost $186.60 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $511 Shares 19,106 Est. Cost $26.88 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $507 Shares 5,743 Est. Cost $80.31 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $501 Shares 12,723 Est. Cost $33.77 Unrealized +9.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $497 Shares 3,365 Est. Cost $81.03 Unrealized +52.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $486 Shares 4,133 Est. Cost $64.80 Unrealized +46.8%
ISHARES TR 0.1%
Value ($000) $473 Shares 18,452 Est. Cost $24.93 Unrealized
MMM 3M CO 0.1%
Value ($000) $463 Shares 2,893 Est. Cost $125.27 Unrealized -11.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $462 Shares 1,481 Est. Cost $226.93 Unrealized +23.9%
IJH ISHARES TR 0.1%
Value ($000) $457 Shares 2,469 Est. Cost $187.82 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $448 Shares 8,863 Est. Cost $50.28 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $442 Shares 1,913 Est. Cost $162.59 Unrealized
AIA ISHARES TR 0.1%
Value ($000) $442 Shares 6,159 Est. Cost $59.39 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $435 Shares 14,000 Est. Cost Unrealized
BLACKROCK INC 0.1%
Value ($000) $433 Shares 768 Est. Cost $510.68 Unrealized
ISHARES TR 0.1%
Value ($000) $429 Shares 15,811 Est. Cost $24.87 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $427 Shares 1,451 Est. Cost $147.80 Unrealized
RIVERNORTH OPPORTUNISTIC MUN 0.1%
Value ($000) $424 Shares 20,750 Est. Cost $20.81 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $424 Shares 2,454 Est. Cost $124.60 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $423 Shares 2,965 Est. Cost $90.27 Unrealized +29.4%
F FORD MTR CO DEL 0.1%
Value ($000) $418 Shares 62,770 Est. Cost $6.76 Unrealized -24.0%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $410 Shares 17,021 Est. Cost $23.99 Unrealized -9.1%
ACWV ISHARES INC 0.1%
Value ($000) $405 Shares 4,411 Est. Cost $84.94 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $398 Shares 2,417 Est. Cost $117.41 Unrealized +13.5%
ISHARES TR 0.1%
Value ($000) $397 Shares 15,152 Est. Cost $24.91 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $397 Shares 13,581 Est. Cost $22.77 Unrealized -3.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $396 Shares 3,813 Est. Cost $73.02 Unrealized +18.1%
D DOMINION ENERGY INC 0.1%
Value ($000) $395 Shares 5,004 Est. Cost $57.05 Unrealized +8.7%
FNY FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $391 Shares 7,306 Est. Cost $47.77 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $385 Shares 4,233 Est. Cost $59.30 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $385 Shares 2,447 Est. Cost $167.96 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $383 Shares 6,419 Est. Cost $44.44 Unrealized +18.7%
ISHARES TR 0.1%
Value ($000) $382 Shares 15,238 Est. Cost $24.73 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $380 Shares 3,509 Est. Cost $90.51 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $379 Shares 4,743 Est. Cost $74.05 Unrealized
HYMB SPDR SER TR 0.1%
Value ($000) $378 Shares 6,639 Est. Cost $56.30 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $374 Shares 748 Est. Cost $35.03 Unrealized +42.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $370 Shares 1,333 Est. Cost $51.98 Unrealized +16.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $361 Shares 6,275 Est. Cost $34.59 Unrealized +40.4%
MRK MERCK & CO. INC 0.1%
Value ($000) $358 Shares 4,321 Est. Cost $46.14 Unrealized +42.9%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $354 Shares 1,878 Est. Cost $170.39 Unrealized
NUVEEN CORPORATE INCM NOVEME 0.1%
Value ($000) $352 Shares 39,307 Est. Cost $9.74 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $349 Shares 3,526 Est. Cost $73.06 Unrealized +29.5%
IBB ISHARES TR 0.1%
Value ($000) $348 Shares 2,572 Est. Cost $111.56 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $345 Shares 9,695 Est. Cost $31.60 Unrealized +5.4%
IWS ISHARES TR 0.1%
Value ($000) $340 Shares 4,207 Est. Cost $87.15 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $337 Shares 4,187 Est. Cost $89.82 Unrealized
VFC V F CORP 0.1%
Value ($000) $336 Shares 4,782 Est. Cost $75.34 Unrealized -14.3%
EFA ISHARES TR 0.1%
Value ($000) $319 Shares 5,007 Est. Cost $68.62 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $318 Shares 5,155 Est. Cost $34.87 Unrealized +49.5%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $316 Shares 4,650 Est. Cost $56.10 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $316 Shares 3,570 Est. Cost $64.24 Unrealized +3.9%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $314 Shares 4,003 Est. Cost $74.38 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $312 Shares 5,259 Est. Cost $59.49 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $311 Shares 704 Est. Cost $228.21 Unrealized +78.5%
MDYV SPDR SER TR 0.1%
Value ($000) $306 Shares 7,045 Est. Cost $78.37 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $304 Shares 2,756 Est. Cost $107.71 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $302 Shares 1,436 Est. Cost $168.73 Unrealized +12.0%
COTY COTY INC 0.1%
Value ($000) $300 Shares 111,048 Est. Cost $4.85 Unrealized -22.2%
IBDT ISHARES TR 0.1%
Value ($000) $297 Shares 10,219 Est. Cost Unrealized
USIG ISHARES TR 0.1%
Value ($000) $295 Shares 4,847 Est. Cost Unrealized
FIRST TR SR FLOATING RATE 20 0.1%
Value ($000) $295 Shares 35,000 Est. Cost $8.74 Unrealized
XEFLX EATON VANCE FLOATING RATE 20 0.1%
Value ($000) $295 Shares 33,370 Est. Cost $9.07 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $292 Shares 1,970 Est. Cost $109.82 Unrealized +32.7%
MUNI PIMCO ETF TR 0.1%
Value ($000) $292 Shares 5,191 Est. Cost $52.78 Unrealized
FLO FLOWERS FOODS INC 0.1%
Value ($000) $292 Shares 12,007 Est. Cost $15.73 Unrealized +18.6%
SGOL ABERDEEN STD GOLD ETF TR 0.1%
Value ($000) $290 Shares 16,000 Est. Cost $26.79 Unrealized
ILCV ISHARES TR 0.1%
Value ($000) $289 Shares 2,926 Est. Cost $103.64 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $289 Shares 1,279 Est. Cost $144.46 Unrealized +46.9%
DOCU DOCUSIGN INC 0.1%
Value ($000) $288 Shares 1,340 Est. Cost $126.03 Unrealized +64.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $287 Shares 1,335 Est. Cost $140.03 Unrealized +24.1%
SVM SILVERCORP METALS INC 0.1%
Value ($000) $273 Shares 37,748 Est. Cost $2.60 Unrealized +183.5%
NUVEEN INTER DURATION MUN TE 0.1%
Value ($000) $272 Shares 20,345 Est. Cost $13.18 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.1%
Value ($000) $270 Shares 29,153 Est. Cost $6.80 Unrealized +69.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $267 Shares 1,106 Est. Cost $113.83 Unrealized +90.4%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $262 Shares 4,827 Est. Cost Unrealized
NKE NIKE INC 0.1%
Value ($000) $257 Shares 2,049 Est. Cost $85.89 Unrealized +16.0%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $251 Shares 4,070 Est. Cost Unrealized
XHITX INVESCO HIGH INCOME 2023 TAR 0.1%
Value ($000) $249 Shares 31,349 Est. Cost $10.30 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $246 Shares 2,672 Est. Cost Unrealized
IWB ISHARES TR 0.1%
Value ($000) $243 Shares 1,300 Est. Cost $171.67 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $243 Shares 9,066 Est. Cost Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $242 Shares 4,213 Est. Cost $54.61 Unrealized -1.7%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $241 Shares 16,343 Est. Cost $14.55 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $241 Shares 2,574 Est. Cost $81.39 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $240 Shares 3,950 Est. Cost $57.09 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $240 Shares 2,056 Est. Cost $104.51 Unrealized
FORTUNA SILVER MINES INC 0.1%
Value ($000) $240 Shares 37,676 Est. Cost $5.23 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $238 Shares 1,217 Est. Cost $179.95 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $237 Shares 5,041 Est. Cost $44.92 Unrealized -0.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $237 Shares 1,177 Est. Cost $164.18 Unrealized +9.0%
NUVEEN CORPORATE INCOME 2023 0.1%
Value ($000) $237 Shares 25,000 Est. Cost $10.22 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $236 Shares 4,956 Est. Cost $38.55 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $229 Shares 1,935 Est. Cost $44.55 Unrealized +15.9%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $229 Shares 2,895 Est. Cost $85.08 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $228 Shares 1,082 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $228 Shares 1,128 Est. Cost $149.40 Unrealized +22.4%
IGLB ISHARES TR 0.1%
Value ($000) $227 Shares 3,220 Est. Cost $69.90 Unrealized
SPBO SPDR SER TR 0.1%
Value ($000) $227 Shares 6,406 Est. Cost $32.05 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $226 Shares 10,442 Est. Cost Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $226 Shares 2,599 Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $226 Shares 132 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $225 Shares 1,629 Est. Cost $124.31 Unrealized +5.4%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $223 Shares 4,250 Est. Cost $58.92 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $222 Shares 8,038 Est. Cost $26.33 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $221 Shares 1,121 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $220 Shares 4,019 Est. Cost Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $219 Shares 1,071 Est. Cost $192.52 Unrealized
SIZE ISHARES TR 0.1%
Value ($000) $219 Shares 2,331 Est. Cost $71.40 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $217 Shares 5,915 Est. Cost $32.56 Unrealized +15.0%
HPQ HP INC 0.1%
Value ($000) $217 Shares 11,421 Est. Cost $13.08 Unrealized +16.0%
NUVEEN CR OPPORTUNITIES 2022 0.1%
Value ($000) $217 Shares 27,500 Est. Cost $9.54 Unrealized
BLACKROCK 2022 GBL INCM OPP 0.1%
Value ($000) $216 Shares 25,000 Est. Cost $8.99 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $216 Shares 2,047 Est. Cost $85.76 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $213 Shares 6,484 Est. Cost $40.98 Unrealized -23.8%
IWN ISHARES TR 0.1%
Value ($000) $210 Shares 2,113 Est. Cost $125.11 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $207 Shares 2,665 Est. Cost Unrealized
XDCFX BNY MELLON ALCENTRA GLOBAL C 0.1%
Value ($000) $206 Shares 25,563 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $205 Shares 1,813 Est. Cost Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $203 Shares 1,382 Est. Cost Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $193 Shares 14,377 Est. Cost $2.56 Unrealized +329.8%
BLACKROCK MUNIHLDNGS CALI QL 0.0%
Value ($000) $190 Shares 13,585 Est. Cost $14.15 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $184 Shares 12,654 Est. Cost $14.02 Unrealized
ALLIANZGI CONV & INCM 2024 T 0.0%
Value ($000) $176 Shares 20,000 Est. Cost $9.00 Unrealized
THM INTERNATIONAL TOWER HILL MIN 0.0%
Value ($000) $172 Shares 129,687 Est. Cost Unrealized
BLACKROCK MUNIYIELD CALIF FD 0.0%
Value ($000) $156 Shares 11,281 Est. Cost $14.81 Unrealized
HIGHLAND INCOME FD 0.0%
Value ($000) $140 Shares 16,264 Est. Cost $15.23 Unrealized
ALEXCO RESOURCE CORP 0.0%
Value ($000) $76 Shares 28,700 Est. Cost $1.60 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $67 Shares 15,000 Est. Cost $5.33 Unrealized
TEMPLETON GLOBAL INCOME FD 0.0%
Value ($000) $66 Shares 12,250 Est. Cost $6.44 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $53 Shares 40,561 Est. Cost $2.49 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $52 Shares 15,000 Est. Cost $2.75 Unrealized +55.7%
9 METERS BIOPHARMA INC 0.0%
Value ($000) $21 Shares 25,500 Est. Cost $0.60 Unrealized