ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 19, 2021

Total Value ($000): $866,212 (100.0% shares, 0.0% debt)

Holdings (339)

VIG VANGUARD SPECIALIZED FUNDS 4.8%
Value ($000) $41,940 Shares 297,087 Est. Cost $72.99 Unrealized
SCHM SCHWAB STRATEGIC TR 3.9%
Value ($000) $33,908 Shares 497,335 Est. Cost $47.13 Unrealized
SCHG SCHWAB STRATEGIC TR 3.1%
Value ($000) $26,646 Shares 207,509 Est. Cost $67.71 Unrealized
SCHV SCHWAB STRATEGIC TR 2.5%
Value ($000) $21,271 Shares 357,322 Est. Cost $50.40 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $20,193 Shares 6,200 Est. Cost $42.75 Unrealized +273.3%
SDY SPDR SER TR 2.1%
Value ($000) $18,158 Shares 171,416 Est. Cost $71.98 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $17,127 Shares 125,781 Est. Cost $82.89 Unrealized +148.6%
SCHD SCHWAB STRATEGIC TR 1.8%
Value ($000) $15,804 Shares 246,397 Est. Cost $41.49 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $15,263 Shares 115,025 Est. Cost $84.53 Unrealized +38.4%
IJR ISHARES TR 1.7%
Value ($000) $15,129 Shares 164,621 Est. Cost $78.32 Unrealized
SCHA SCHWAB STRATEGIC TR 1.6%
Value ($000) $13,670 Shares 153,595 Est. Cost $67.86 Unrealized
EFAV ISHARES TR 1.5%
Value ($000) $12,938 Shares 176,242 Est. Cost $70.10 Unrealized
BLACKROCK INC 1.3%
Value ($000) $11,162 Shares 15,470 Est. Cost $329.58 Unrealized
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $10,571 Shares 201,745 Est. Cost $29.00 Unrealized +43.7%
V VISA INC 1.1%
Value ($000) $9,828 Shares 44,931 Est. Cost $65.38 Unrealized +201.7%
OVB LISTED FD TR 1.1%
Value ($000) $9,814 Shares 370,095 Est. Cost $26.50 Unrealized
CVS CVS HEALTH CORP 1.1%
Value ($000) $9,654 Shares 141,341 Est. Cost $51.62 Unrealized +7.0%
SCHZ SCHWAB STRATEGIC TR 1.1%
Value ($000) $9,127 Shares 162,899 Est. Cost $54.27 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $9,096 Shares 61,333 Est. Cost $59.07 Unrealized +105.2%
IJH ISHARES TR 1.0%
Value ($000) $8,950 Shares 38,942 Est. Cost $131.21 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $8,777 Shares 5,008 Est. Cost $38.67 Unrealized +115.9%
PFE PFIZER INC 1.0%
Value ($000) $8,357 Shares 227,032 Est. Cost $19.47 Unrealized +47.1%
C CITIGROUP INC 1.0%
Value ($000) $8,284 Shares 134,353 Est. Cost $47.85 Unrealized -11.4%
ABBV ABBVIE INC 1.0%
Value ($000) $8,240 Shares 76,902 Est. Cost $60.59 Unrealized +30.3%
KO COCA COLA CO 0.9%
Value ($000) $8,149 Shares 148,598 Est. Cost $30.57 Unrealized +44.8%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $8,132 Shares 58,448 Est. Cost $60.55 Unrealized +103.4%
SNY SANOFI 0.9%
Value ($000) $7,665 Shares 157,751 Est. Cost $47.20 Unrealized
NVS NOVARTIS AG 0.9%
Value ($000) $7,624 Shares 80,735 Est. Cost $78.75 Unrealized
SEAGATE TECHNOLOGY PLC 0.9%
Value ($000) $7,610 Shares 122,420 Est. Cost $49.47 Unrealized
MINT PIMCO ETF TR 0.9%
Value ($000) $7,507 Shares 73,568 Est. Cost $101.55 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $7,451 Shares 120,117 Est. Cost $41.53 Unrealized +20.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $7,076 Shares 30,516 Est. Cost $148.70 Unrealized +48.1%
MRK MERCK & CO. INC 0.8%
Value ($000) $6,870 Shares 83,981 Est. Cost $57.96 Unrealized +11.9%
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $6,849 Shares 27,036 Est. Cost $91.60 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $6,757 Shares 31,489 Est. Cost $148.64 Unrealized +30.0%
BLACKROCK CORE BD TR 0.8%
Value ($000) $6,549 Shares 401,800 Est. Cost $13.78 Unrealized
GIS GENERAL MLS INC 0.8%
Value ($000) $6,518 Shares 110,856 Est. Cost $36.81 Unrealized +38.2%
ENB ENBRIDGE INC 0.7%
Value ($000) $6,480 Shares 202,573 Est. Cost $22.63 Unrealized -4.1%
SBUX STARBUCKS CORP 0.7%
Value ($000) $6,373 Shares 59,570 Est. Cost $50.05 Unrealized +70.1%
BSV VANGUARD BD INDEX FDS 0.7%
Value ($000) $6,367 Shares 76,809 Est. Cost $80.27 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $6,335 Shares 52,397 Est. Cost $63.15 Unrealized +64.5%
ADI ANALOG DEVICES INC 0.7%
Value ($000) $6,271 Shares 42,448 Est. Cost $68.25 Unrealized +77.6%
LOW LOWES COS INC 0.7%
Value ($000) $6,077 Shares 37,862 Est. Cost $52.11 Unrealized +184.1%
FNDA SCHWAB STRATEGIC TR 0.6%
Value ($000) $5,545 Shares 129,199 Est. Cost $31.36 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $5,494 Shares 22,785 Est. Cost $76.66 Unrealized
PTNQ PACER FDS TR 0.6%
Value ($000) $5,435 Shares 104,303 Est. Cost $36.01 Unrealized
VOE VANGUARD INDEX FDS 0.6%
Value ($000) $5,398 Shares 45,373 Est. Cost $89.29 Unrealized
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $5,351 Shares 25,231 Est. Cost $100.64 Unrealized
IGIB ISHARES TR 0.6%
Value ($000) $5,182 Shares 83,871 Est. Cost $60.98 Unrealized
SHAG WISDOMTREE TR 0.6%
Value ($000) $4,958 Shares 96,373 Est. Cost $51.24 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $4,847 Shares 134,607 Est. Cost $31.03 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $4,739 Shares 39,837 Est. Cost $68.42 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,667 Shares 35,893 Est. Cost $46.14 Unrealized
WESTERN ASSET PREMIER BD FD 0.5%
Value ($000) $4,583 Shares 323,455 Est. Cost $13.80 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $4,581 Shares 2,615 Est. Cost $44.02 Unrealized +90.2%
CSCO CISCO SYS INC 0.5%
Value ($000) $4,576 Shares 102,252 Est. Cost $32.51 Unrealized +8.5%
HANCOCK JOHN INCOME SECS TR 0.5%
Value ($000) $4,461 Shares 283,623 Est. Cost $14.59 Unrealized
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $4,460 Shares 87,286 Est. Cost $49.71 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $4,260 Shares 27,069 Est. Cost $67.04 Unrealized +90.2%
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $4,230 Shares 50,816 Est. Cost $80.60 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $4,225 Shares 46,456 Est. Cost $62.01 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $4,198 Shares 20,304 Est. Cost $120.81 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $4,091 Shares 69,631 Est. Cost $31.45 Unrealized +39.8%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,992 Shares 31,416 Est. Cost $49.79 Unrealized +97.1%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $3,890 Shares 12,399 Est. Cost $276.77 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $3,790 Shares 193,447 Est. Cost $36.45 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $3,775 Shares 13,819 Est. Cost $102.82 Unrealized +164.8%
MMM 3M CO 0.4%
Value ($000) $3,773 Shares 21,587 Est. Cost $103.84 Unrealized +13.2%
ARKK ARK ETF TR 0.4%
Value ($000) $3,742 Shares 30,058 Est. Cost $91.99 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $3,720 Shares 52,017 Est. Cost $54.30 Unrealized +7.6%
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $3,609 Shares 13,482 Est. Cost $131.32 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $3,482 Shares 10,130 Est. Cost $283.80 Unrealized
HDV ISHARES TR 0.4%
Value ($000) $3,472 Shares 39,608 Est. Cost $68.71 Unrealized
COR AMERISOURCEBERGEN CORP 0.4%
Value ($000) $3,456 Shares 35,351 Est. Cost $65.11 Unrealized +37.3%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $3,450 Shares 37,917 Est. Cost $55.42 Unrealized
BX BLACKSTONE GROUP INC 0.4%
Value ($000) $3,446 Shares 53,176 Est. Cost $39.22 Unrealized +24.5%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $3,396 Shares 9,513 Est. Cost $80.98 Unrealized +299.3%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $3,349 Shares 23,552 Est. Cost $106.06 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $3,329 Shares 18,372 Est. Cost $102.82 Unrealized +36.4%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $3,312 Shares 17,016 Est. Cost $121.22 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $3,225 Shares 16,568 Est. Cost $119.42 Unrealized
VLY VALLEY NATL BANCORP 0.4%
Value ($000) $3,199 Shares 328,116 Est. Cost $10.26 Unrealized -15.2%
EFA ISHARES TR 0.4%
Value ($000) $3,186 Shares 43,662 Est. Cost $62.47 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $3,078 Shares 1,382 Est. Cost $1894.32 Unrealized +0.2%
TRN TRINITY INDS INC 0.3%
Value ($000) $2,996 Shares 113,510 Est. Cost $15.96 Unrealized +15.6%
MSCI MSCI INC 0.3%
Value ($000) $2,894 Shares 6,481 Est. Cost $53.36 Unrealized +598.0%
DGS WISDOMTREE TR 0.3%
Value ($000) $2,851 Shares 59,746 Est. Cost $47.27 Unrealized
FCTR FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,811 Shares 95,346 Est. Cost $21.93 Unrealized
SPIRIT RLTY CAP INC NEW 0.3%
Value ($000) $2,608 Shares 64,930 Est. Cost $43.87 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $2,591 Shares 6,931 Est. Cost $329.17 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $2,588 Shares 119,005 Est. Cost $21.34 Unrealized
BLACKROCK MUN BD TR 0.3%
Value ($000) $2,574 Shares 160,388 Est. Cost $15.81 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $2,552 Shares 27,873 Est. Cost $56.86 Unrealized +33.1%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,547 Shares 15,125 Est. Cost $68.29 Unrealized +100.5%
AMGN AMGEN INC 0.3%
Value ($000) $2,536 Shares 11,029 Est. Cost $124.38 Unrealized +57.8%
DWM WISDOMTREE TR 0.3%
Value ($000) $2,494 Shares 49,256 Est. Cost $48.33 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $2,468 Shares 116,351 Est. Cost $21.01 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value ($000) $2,413 Shares 79,625 Est. Cost $14.01 Unrealized +68.8%
NUVEEN ENHANCED MUN VALUE FD 0.3%
Value ($000) $2,369 Shares 145,270 Est. Cost $15.17 Unrealized
ELV ANTHEM INC 0.3%
Value ($000) $2,273 Shares 7,080 Est. Cost $253.40 Unrealized +12.9%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $2,181 Shares 26,349 Est. Cost $50.82 Unrealized +18.8%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $2,171 Shares 23,727 Est. Cost $69.83 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,150 Shares 8,096 Est. Cost $110.72 Unrealized +119.0%
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,131 Shares 36,606 Est. Cost $58.45 Unrealized
FEDERATED HERMES PREM MUNI I 0.2%
Value ($000) $2,079 Shares 140,491 Est. Cost $14.45 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $2,072 Shares 25,783 Est. Cost $44.09 Unrealized +51.6%
WMT WALMART INC 0.2%
Value ($000) $2,072 Shares 14,376 Est. Cost $21.05 Unrealized +114.9%
INTC INTEL CORP 0.2%
Value ($000) $2,026 Shares 40,661 Est. Cost $44.29 Unrealized -0.6%
CRM SALESFORCE COM INC 0.2%
Value ($000) $2,017 Shares 9,065 Est. Cost $117.37 Unrealized +104.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,008 Shares 17,139 Est. Cost $88.76 Unrealized +7.1%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,968 Shares 13,225 Est. Cost $108.31 Unrealized +20.6%
MUB ISHARES TR 0.2%
Value ($000) $1,962 Shares 16,737 Est. Cost $113.49 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD 0.2%
Value ($000) $1,943 Shares 90,945 Est. Cost $20.10 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $1,939 Shares 11,147 Est. Cost $143.71 Unrealized +12.3%
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,914 Shares 37,235 Est. Cost $50.13 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $1,857 Shares 31,708 Est. Cost $58.36 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $1,805 Shares 20,676 Est. Cost $84.60 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $1,735 Shares 11,001 Est. Cost $159.56 Unrealized
BNY MELLON MUN BD INFRASTRUC 0.2%
Value ($000) $1,705 Shares 121,613 Est. Cost $13.46 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,703 Shares 26,322 Est. Cost $34.02 Unrealized +63.2%
IJK ISHARES TR 0.2%
Value ($000) $1,683 Shares 23,310 Est. Cost $84.65 Unrealized
EATON VANCE MUNI INCOME TRUS 0.2%
Value ($000) $1,582 Shares 118,243 Est. Cost $12.84 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $1,557 Shares 11,275 Est. Cost $134.96 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $1,544 Shares 13,965 Est. Cost $110.36 Unrealized
T AT&T INC 0.2%
Value ($000) $1,511 Shares 52,548 Est. Cost $13.98 Unrealized +10.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,510 Shares 15,036 Est. Cost $66.27 Unrealized +28.0%
WELL WELLTOWER INC 0.2%
Value ($000) $1,503 Shares 23,258 Est. Cost $49.56 Unrealized +6.7%
MAINSTAY MACKAY DEFINDTRM MU 0.2%
Value ($000) $1,478 Shares 67,840 Est. Cost $20.63 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,433 Shares 22,456 Est. Cost $74.42 Unrealized
FE FIRSTENERGY CORP 0.2%
Value ($000) $1,411 Shares 46,102 Est. Cost $27.33 Unrealized -11.3%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,402 Shares 18,638 Est. Cost $54.28 Unrealized +16.8%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,359 Shares 62,036 Est. Cost $21.26 Unrealized
MOAT VANECK VECTORS ETF TR 0.2%
Value ($000) $1,300 Shares 20,961 Est. Cost $42.29 Unrealized
NEUBERGER BERMAN MUN FD INC 0.1%
Value ($000) $1,292 Shares 85,024 Est. Cost $14.73 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,284 Shares 25,629 Est. Cost $41.69 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,271 Shares 9,525 Est. Cost $129.11 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $1,267 Shares 47,939 Est. Cost $28.85 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,232 Shares 40,810 Est. Cost $35.84 Unrealized -35.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,201 Shares 14,225 Est. Cost $72.22 Unrealized -10.0%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,191 Shares 19,340 Est. Cost $60.47 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,158 Shares 9,083 Est. Cost $127.49 Unrealized
SRVR PACER FDS TR 0.1%
Value ($000) $1,120 Shares 31,245 Est. Cost $33.61 Unrealized
SWAN AMPLIFY ETF TR 0.1%
Value ($000) $1,115 Shares 33,988 Est. Cost $31.67 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,106 Shares 1,568 Est. Cost $104.97 Unrealized +62.6%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $1,095 Shares 25,807 Est. Cost $74.30 Unrealized
BLACKROCK CR ALLOCATION INCO 0.1%
Value ($000) $1,086 Shares 73,817 Est. Cost $12.98 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,029 Shares 17,097 Est. Cost $48.36 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $1,008 Shares 5,626 Est. Cost $105.23 Unrealized +60.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $994 Shares 11,621 Est. Cost $44.72 Unrealized +64.2%
IBB ISHARES TR 0.1%
Value ($000) $988 Shares 6,525 Est. Cost $124.70 Unrealized
BLACKROCK FLOATING RATE INCO 0.1%
Value ($000) $977 Shares 82,901 Est. Cost $13.02 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $970 Shares 19,200 Est. Cost $50.52 Unrealized
BLACKROCK MUNIHOLDINGS FD II 0.1%
Value ($000) $948 Shares 62,825 Est. Cost $14.77 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $942 Shares 15,328 Est. Cost $29.26 Unrealized +69.3%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $932 Shares 15,529 Est. Cost $60.02 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $922 Shares 5,808 Est. Cost $118.34 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $917 Shares 5,688 Est. Cost $193.70 Unrealized
BNY MELLON STRATEGIC MUNS IN 0.1%
Value ($000) $907 Shares 106,791 Est. Cost $8.17 Unrealized
BLACKROCK FLOATING RATE INCO 0.1%
Value ($000) $907 Shares 74,905 Est. Cost $14.49 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $906 Shares 21,340 Est. Cost $44.54 Unrealized -25.5%
VTR VENTAS INC 0.1%
Value ($000) $905 Shares 18,451 Est. Cost $39.84 Unrealized -3.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $885 Shares 15,645 Est. Cost $38.62 Unrealized +5.0%
NFLX NETFLIX INC 0.1%
Value ($000) $879 Shares 1,626 Est. Cost $50.70 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $875 Shares 14,967 Est. Cost $25.82 Unrealized +94.2%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $869 Shares 9,355 Est. Cost $63.60 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $865 Shares 4,900 Est. Cost $102.01 Unrealized +42.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $842 Shares 2,371 Est. Cost $177.52 Unrealized +79.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $842 Shares 1,860 Est. Cost $13.20 Unrealized +128.7%
UNILEVER PLC 0.1%
Value ($000) $836 Shares 13,847 Est. Cost $45.02 Unrealized
HYD VANECK VECTORS ETF TR 0.1%
Value ($000) $831 Shares 13,510 Est. Cost $59.32 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $830 Shares 4,235 Est. Cost $127.88 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $822 Shares 4,611 Est. Cost $149.08 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $819 Shares 8,809 Est. Cost $50.70 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $807 Shares 7,366 Est. Cost $33.95 Unrealized +192.4%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $807 Shares 9,503 Est. Cost $77.05 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $798 Shares 2,277 Est. Cost $249.94 Unrealized +23.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $794 Shares 7,000 Est. Cost $88.62 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $793 Shares 8,991 Est. Cost $80.98 Unrealized
APYX APYX MEDICAL CORPORATION 0.1%
Value ($000) $775 Shares 107,690 Est. Cost $7.73 Unrealized -14.3%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $772 Shares 7,943 Est. Cost $86.35 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $771 Shares 5,062 Est. Cost $66.78 Unrealized +86.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $762 Shares 3,584 Est. Cost $105.61 Unrealized +55.0%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $762 Shares 12,277 Est. Cost $57.85 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $752 Shares 10,514 Est. Cost $66.33 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $750 Shares 12,026 Est. Cost $54.18 Unrealized -12.2%
BLACKROCK TAX MUNICPAL BD TR 0.1%
Value ($000) $731 Shares 27,101 Est. Cost $24.25 Unrealized
BNY MELLON STRATEGIC MUN BD 0.1%
Value ($000) $728 Shares 92,558 Est. Cost $7.93 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $696 Shares 2 Est. Cost $292921.40 Unrealized +12.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $689 Shares 16,720 Est. Cost $51.09 Unrealized -40.6%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $672 Shares 8,079 Est. Cost $67.24 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $630 Shares 7,735 Est. Cost $63.89 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $616 Shares 15,985 Est. Cost $39.18 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $614 Shares 1,176 Est. Cost $3.18 Unrealized +319.1%
FNLC FIRST BANCORP INC ME 0.1%
Value ($000) $613 Shares 24,121 Est. Cost $19.44 Unrealized -5.1%
BLACKROCK LTD DURATION INC T 0.1%
Value ($000) $611 Shares 38,393 Est. Cost $16.69 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $588 Shares 2,665 Est. Cost $198.75 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $586 Shares 30,500 Est. Cost $18.47 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $576 Shares 35,703 Est. Cost $12.64 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $554 Shares 2,382 Est. Cost $206.47 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $548 Shares 1,459 Est. Cost $353.86 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $548 Shares 2,007 Est. Cost $153.73 Unrealized +61.0%
XBI SPDR SER TR 0.1%
Value ($000) $542 Shares 3,848 Est. Cost $87.95 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $531 Shares 12,604 Est. Cost $39.41 Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $525 Shares 28,019 Est. Cost $13.33 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $510 Shares 9,240 Est. Cost $55.19 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $509 Shares 2,323 Est. Cost $138.09 Unrealized +30.9%
SHM SPDR SER TR 0.1%
Value ($000) $501 Shares 10,055 Est. Cost $49.83 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $500 Shares 21,240 Est. Cost $16.66 Unrealized +3.8%
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $491 Shares 33,023 Est. Cost $14.56 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $490 Shares 21,825 Est. Cost $20.14 Unrealized
AMEDISYS INC 0.1%
Value ($000) $485 Shares 1,653 Est. Cost $236.67 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $482 Shares 31,355 Est. Cost $14.81 Unrealized
SPT SPROUT SOCIAL INC 0.1%
Value ($000) $479 Shares 10,538 Est. Cost $31.71 Unrealized +50.2%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $468 Shares 13,872 Est. Cost $33.74 Unrealized
SMH VANECK VECTORS ETF TR 0.1%
Value ($000) $465 Shares 2,127 Est. Cost $218.62 Unrealized
SLX VANECK VECTORS ETF TR 0.1%
Value ($000) $464 Shares 10,397 Est. Cost $30.91 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN T 0.1%
Value ($000) $460 Shares 26,792 Est. Cost $14.87 Unrealized
GLTR ABERDEEN STD PRECIOUS METALS 0.1%
Value ($000) $458 Shares 4,630 Est. Cost $98.92 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $450 Shares 11,105 Est. Cost $24.49 Unrealized +47.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $442 Shares 1,052 Est. Cost $336.17 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $425 Shares 8,721 Est. Cost $48.73 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $424 Shares 2,119 Est. Cost $116.34 Unrealized +74.8%
SOUTH ST CORP 0.0%
Value ($000) $423 Shares 5,856 Est. Cost $47.63 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $417 Shares 1,580 Est. Cost $167.25 Unrealized +17.8%
SUSA ISHARES TR 0.0%
Value ($000) $413 Shares 5,020 Est. Cost $103.36 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $405 Shares 9,886 Est. Cost $29.06 Unrealized -8.2%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $389 Shares 12,341 Est. Cost $19.81 Unrealized +29.9%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $384 Shares 17,170 Est. Cost $21.47 Unrealized
SILK RD MED INC 0.0%
Value ($000) $381 Shares 6,050 Est. Cost $42.56 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $381 Shares 4,090 Est. Cost $44.64 Unrealized +72.4%
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $377 Shares 30,112 Est. Cost $14.70 Unrealized
AZUL S A 0.0%
Value ($000) $373 Shares 16,362 Est. Cost $11.83 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $367 Shares 10,553 Est. Cost $15.21 Unrealized +85.4%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $366 Shares 6,515 Est. Cost $56.18 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $366 Shares 4,814 Est. Cost $38.28 Unrealized +71.2%
DE DEERE & CO 0.0%
Value ($000) $363 Shares 1,350 Est. Cost $232.12 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $362 Shares 9,840 Est. Cost $40.42 Unrealized
BNY MELLON MUN INCOME INC 0.0%
Value ($000) $358 Shares 40,372 Est. Cost $8.53 Unrealized
XMPT VANECK VECTORS ETF TR 0.0%
Value ($000) $355 Shares 12,439 Est. Cost $28.54 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $349 Shares 1,710 Est. Cost $131.55 Unrealized +37.6%
DOO BRP INC 0.0%
Value ($000) $347 Shares 5,252 Est. Cost $45.86 Unrealized +21.1%
BA BOEING CO 0.0%
Value ($000) $347 Shares 1,621 Est. Cost $134.51 Unrealized +42.9%
HEFA ISHARES TR 0.0%
Value ($000) $338 Shares 11,083 Est. Cost $30.50 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $338 Shares 1,989 Est. Cost $169.93 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $337 Shares 2,534 Est. Cost $132.99 Unrealized
BCO BRINKS CO 0.0%
Value ($000) $335 Shares 4,650 Est. Cost $54.84 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $333 Shares 1,281 Est. Cost $180.94 Unrealized +38.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $331 Shares 1,821 Est. Cost $153.98 Unrealized 0.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $326 Shares 15,536 Est. Cost $24.44 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $323 Shares 1,421 Est. Cost $140.12 Unrealized +41.5%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $321 Shares 2,843 Est. Cost $89.68 Unrealized 0.0%
DWS MUN INCOME TR 0.0%
Value ($000) $316 Shares 27,146 Est. Cost $10.49 Unrealized
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $316 Shares 1,718 Est. Cost $174.22 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value ($000) $315 Shares 2,762 Est. Cost $121.35 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $314 Shares 6,158 Est. Cost $44.81 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $311 Shares 2,165 Est. Cost $91.34 Unrealized +37.3%
SPHY SPDR SER TR 0.0%
Value ($000) $309 Shares 11,671 Est. Cost $25.68 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $307 Shares 15,186 Est. Cost $20.22 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $307 Shares 3,983 Est. Cost $60.08 Unrealized +9.2%
XSD SPDR SER TR 0.0%
Value ($000) $304 Shares 1,781 Est. Cost $125.77 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $303 Shares 5,889 Est. Cost $51.45 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $303 Shares 4,469 Est. Cost $67.80 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $300 Shares 791 Est. Cost $379.27 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $300 Shares 6,314 Est. Cost $47.51 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $300 Shares 5,477 Est. Cost $54.77 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $299 Shares 3,728 Est. Cost $30.52 Unrealized +132.7%
HYS PIMCO ETF TR 0.0%
Value ($000) $298 Shares 3,029 Est. Cost $98.38 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $296 Shares 18,357 Est. Cost $15.89 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $295 Shares 835 Est. Cost $353.29 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $293 Shares 1,249 Est. Cost $206.72 Unrealized 0.0%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $292 Shares 4,799 Est. Cost $63.07 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $292 Shares 6,263 Est. Cost $28.76 Unrealized +17.7%
DRAFTKINGS INC 0.0%
Value ($000) $292 Shares 6,271 Est. Cost $46.56 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $291 Shares 2,992 Est. Cost $161.44 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $278 Shares 30,250 Est. Cost $9.77 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $275 Shares 2,928 Est. Cost $82.63 Unrealized +2.1%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $273 Shares 18,109 Est. Cost $14.53 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $272 Shares 6,678 Est. Cost $40.73 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $268 Shares 3,130 Est. Cost $74.41 Unrealized
ANGL VANECK VECTORS ETF TR 0.0%
Value ($000) $268 Shares 8,340 Est. Cost $32.13 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $262 Shares 4,176 Est. Cost $56.51 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $261 Shares 3,801 Est. Cost $53.66 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $259 Shares 4,485 Est. Cost $57.75 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $258 Shares 3,760 Est. Cost $48.82 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $256 Shares 6,138 Est. Cost $27.11 Unrealized +38.4%
CB CHUBB LIMITED 0.0%
Value ($000) $256 Shares 1,660 Est. Cost $130.07 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $253 Shares 5,275 Est. Cost $35.66 Unrealized 0.0%
LYFT LYFT INC 0.0%
Value ($000) $252 Shares 5,129 Est. Cost $36.39 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $248 Shares 2,050 Est. Cost $97.56 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $247 Shares 4,461 Est. Cost $55.37 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $245 Shares 9,353 Est. Cost $26.01 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $244 Shares 4,727 Est. Cost $51.62 Unrealized
NUVEEN FLTNG RTE INCM OPP FD 0.0%
Value ($000) $241 Shares 27,838 Est. Cost $12.22 Unrealized
APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $241 Shares 4,925 Est. Cost $37.74 Unrealized
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $240 Shares 16,650 Est. Cost $14.41 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $237 Shares 1,117 Est. Cost $212.18 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $233 Shares 13,864 Est. Cost $16.13 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $232 Shares 1,115 Est. Cost $178.06 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $232 Shares 1,601 Est. Cost $129.28 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $225 Shares 4,236 Est. Cost $42.34 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $225 Shares 3,648 Est. Cost $50.16 Unrealized +13.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $222 Shares 1,646 Est. Cost $113.12 Unrealized +2.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $221 Shares 8,510 Est. Cost $19.45 Unrealized 0.0%
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $221 Shares 15,687 Est. Cost $14.36 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $220 Shares 1,855 Est. Cost $106.93 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $219 Shares 1,970 Est. Cost $97.85 Unrealized 0.0%
CERNER CORP 0.0%
Value ($000) $219 Shares 2,785 Est. Cost $78.64 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $219 Shares 981 Est. Cost $203.65 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $218 Shares 267 Est. Cost $248.30 Unrealized 0.0%
IMCG ISHARES TR 0.0%
Value ($000) $218 Shares 569 Est. Cost $383.13 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $218 Shares 3,145 Est. Cost $69.32 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $217 Shares 1,373 Est. Cost $142.46 Unrealized 0.0%
FCVT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $216 Shares 4,407 Est. Cost $49.01 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $214 Shares 3,321 Est. Cost $64.44 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $212 Shares 3,800 Est. Cost $56.66 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $209 Shares 1,744 Est. Cost $121.21 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $209 Shares 3,718 Est. Cost $56.21 Unrealized
NUVEEN MULTI-MKT INCOME FD 0.0%
Value ($000) $207 Shares 28,750 Est. Cost $7.54 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $204 Shares 6,390 Est. Cost $26.01 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $202 Shares 3,459 Est. Cost $56.59 Unrealized -12.8%
ACWV ISHARES INC 0.0%
Value ($000) $202 Shares 2,082 Est. Cost $97.02 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $200 Shares 10,500 Est. Cost $20.88 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $195 Shares 13,150 Est. Cost $15.06 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $182 Shares 13,350 Est. Cost $11.05 Unrealized -10.1%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $180 Shares 11,784 Est. Cost $15.27 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $178 Shares 31,340 Est. Cost $5.51 Unrealized
HANCOCK JOHN INVS TR 0.0%
Value ($000) $177 Shares 10,266 Est. Cost $15.80 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $175 Shares 16,244 Est. Cost $22.31 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $161 Shares 11,000 Est. Cost $12.67 Unrealized
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $148 Shares 11,540 Est. Cost $12.68 Unrealized
HIGH INCOME SECS FD 0.0%
Value ($000) $144 Shares 16,708 Est. Cost $9.40 Unrealized
BLACKROCK MUNIYIELD INVT QUA 0.0%
Value ($000) $143 Shares 10,000 Est. Cost $14.00 Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $136 Shares 16,075 Est. Cost $17.04 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $129 Shares 21,310 Est. Cost $6.74 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $109 Shares 13,750 Est. Cost $7.93 Unrealized
INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $108 Shares 24,520 Est. Cost $4.40 Unrealized
OMEX ODYSSEY MARINE EXPL INC 0.0%
Value ($000) $86 Shares 12,095 Est. Cost $3.63 Unrealized +88.6%
MFS INTER INCOME TR 0.0%
Value ($000) $68 Shares 17,840 Est. Cost $5.29 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $63 Shares 19,000 Est. Cost $0.81 Unrealized +316.8%