Annex Advisory Services, LLC Diversified Active

CIK: 0001542287 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 22, 2021

Total Value ($000): $1,038,797 (100.0% shares, 0.0% debt)

Holdings (202)

SPTM SPDR SER TR 11.5%
Value ($000) $119,784 Shares 2,435,117 Est. Cost $34.13 Unrealized
VGT VANGUARD WORLD FDS 9.8%
Value ($000) $101,597 Shares 283,404 Est. Cost $113.14 Unrealized
VTI VANGUARD INDEX FDS 9.7%
Value ($000) $101,092 Shares 489,098 Est. Cost $115.82 Unrealized
SPSM SPDR SER TR 6.7%
Value ($000) $69,252 Shares 1,638,327 Est. Cost $28.50 Unrealized
VB VANGUARD INDEX FDS 6.2%
Value ($000) $64,702 Shares 302,233 Est. Cost $136.20 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.5%
Value ($000) $46,924 Shares 319,038 Est. Cost $119.26 Unrealized
GDX VANECK VECTORS ETF TR 4.3%
Value ($000) $44,644 Shares 1,373,664 Est. Cost $32.50 Unrealized
IJR ISHARES TR 3.0%
Value ($000) $31,365 Shares 289,008 Est. Cost $84.50 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $26,167 Shares 214,221 Est. Cost $94.28 Unrealized +32.7%
WEC WEC ENERGY GROUP INC 1.8%
Value ($000) $19,184 Shares 204,970 Est. Cost $68.28 Unrealized +8.5%
SPYM SPDR SER TR 1.4%
Value ($000) $14,505 Shares 311,192 Est. Cost $30.90 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $12,674 Shares 117,114 Est. Cost $69.37 Unrealized +28.2%
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $12,433 Shares 106,506 Est. Cost $76.30 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $12,410 Shares 31,196 Est. Cost $237.66 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $12,157 Shares 51,565 Est. Cost $84.48 Unrealized +163.8%
AMZN AMAZON COM INC 0.9%
Value ($000) $9,049 Shares 2,925 Est. Cost $131.30 Unrealized +20.7%
V VISA INC 0.8%
Value ($000) $7,901 Shares 37,313 Est. Cost $165.83 Unrealized +22.5%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $7,393 Shares 53,166 Est. Cost $112.71 Unrealized -1.6%
DIS DISNEY WALT CO 0.7%
Value ($000) $7,312 Shares 39,631 Est. Cost $132.30 Unrealized +36.2%
DHI D R HORTON INC 0.7%
Value ($000) $6,843 Shares 76,784 Est. Cost $70.47 Unrealized +5.8%
MINT PIMCO ETF TR 0.6%
Value ($000) $6,702 Shares 65,769 Est. Cost $99.31 Unrealized
PFF ISHARES TR 0.6%
Value ($000) $6,523 Shares 169,878 Est. Cost $38.51 Unrealized
LUV SOUTHWEST AIRLS CO 0.6%
Value ($000) $5,859 Shares 95,956 Est. Cost $41.39 Unrealized +19.6%
HON HONEYWELL INTL INC 0.6%
Value ($000) $5,788 Shares 26,663 Est. Cost $159.41 Unrealized +10.8%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $5,784 Shares 37,995 Est. Cost $76.39 Unrealized +66.6%
BA BOEING CO 0.5%
Value ($000) $5,629 Shares 22,097 Est. Cost $276.64 Unrealized -19.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $5,595 Shares 11,770 Est. Cost $475.26 Unrealized -1.6%
HD HOME DEPOT INC 0.5%
Value ($000) $5,431 Shares 17,792 Est. Cost $135.94 Unrealized +79.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $5,276 Shares 44,613 Est. Cost $80.99 Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $5,028 Shares 22,807 Est. Cost $183.85 Unrealized +2.3%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $4,981 Shares 10,912 Est. Cost $462.59 Unrealized +1.8%
ALL ALLSTATE CORP 0.5%
Value ($000) $4,960 Shares 43,173 Est. Cost $86.85 Unrealized +12.5%
GLD SPDR GOLD TR 0.5%
Value ($000) $4,874 Shares 30,468 Est. Cost $178.01 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,867 Shares 46,455 Est. Cost $75.46 Unrealized +5.5%
MO ALTRIA GROUP INC 0.5%
Value ($000) $4,798 Shares 93,779 Est. Cost $28.01 Unrealized +8.6%
SBUX STARBUCKS CORP 0.4%
Value ($000) $4,624 Shares 42,322 Est. Cost $85.50 Unrealized +10.0%
JMST J P MORGAN EXCHANGE-TRADED F 0.4%
Value ($000) $4,598 Shares 90,082 Est. Cost $50.87 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $4,555 Shares 34,355 Est. Cost $63.27 Unrealized +105.0%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $4,428 Shares 13,540 Est. Cost $179.79 Unrealized +54.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4,358 Shares 26,519 Est. Cost $121.02 Unrealized +16.3%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $4,338 Shares 66,554 Est. Cost $32.62 Unrealized +74.5%
TGT TARGET CORP 0.4%
Value ($000) $4,263 Shares 21,526 Est. Cost $63.16 Unrealized +158.4%
ETN EATON CORP PLC 0.4%
Value ($000) $4,233 Shares 30,605 Est. Cost $91.15 Unrealized +30.5%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $4,205 Shares 31,472 Est. Cost $51.23 Unrealized +106.3%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $4,164 Shares 126,426 Est. Cost $30.35 Unrealized 0.0%
LEN LENNAR CORP 0.4%
Value ($000) $4,152 Shares 41,010 Est. Cost $61.02 Unrealized +28.5%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $4,028 Shares 74,447 Est. Cost $37.23 Unrealized +24.0%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $3,869 Shares 100,015 Est. Cost $23.78 Unrealized +28.8%
WMT WALMART INC 0.4%
Value ($000) $3,840 Shares 28,268 Est. Cost $26.54 Unrealized +63.2%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $3,765 Shares 59,644 Est. Cost $42.80 Unrealized +19.2%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.4%
Value ($000) $3,751 Shares 11,675 Est. Cost $405.83 Unrealized -9.3%
MRK MERCK & CO. INC 0.4%
Value ($000) $3,723 Shares 48,303 Est. Cost $62.03 Unrealized +1.7%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $3,586 Shares 6,717 Est. Cost $13.35 Unrealized +0.4%
ABT ABBOTT LABS 0.3%
Value ($000) $3,508 Shares 29,263 Est. Cost $60.67 Unrealized +79.1%
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,477 Shares 35,936 Est. Cost $88.77 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $3,420 Shares 13,744 Est. Cost $143.70 Unrealized +42.4%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $3,280 Shares 56,400 Est. Cost $40.93 Unrealized +3.2%
CCK CROWN HLDGS INC 0.3%
Value ($000) $3,233 Shares 33,313 Est. Cost $87.33 Unrealized +4.9%
PCY INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $3,103 Shares 115,940 Est. Cost $28.84 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,091 Shares 40,883 Est. Cost $60.56 Unrealized +13.6%
ILMN ILLUMINA INC 0.3%
Value ($000) $3,070 Shares 7,997 Est. Cost $318.77 Unrealized +27.9%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $3,057 Shares 42,712 Est. Cost $50.62 Unrealized +13.0%
FISV FISERV INC 0.3%
Value ($000) $3,057 Shares 25,690 Est. Cost $74.23 Unrealized +54.6%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,911 Shares 7,824 Est. Cost $219.22 Unrealized +45.8%
DOV DOVER CORP 0.3%
Value ($000) $2,893 Shares 21,091 Est. Cost $92.38 Unrealized +29.5%
CTAS CINTAS CORP 0.3%
Value ($000) $2,856 Shares 8,366 Est. Cost $82.43 Unrealized -1.8%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,807 Shares 46,270 Est. Cost $50.35 Unrealized
LINDE PLC 0.3%
Value ($000) $2,764 Shares 9,865 Est. Cost $280.18 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $2,740 Shares 5,401 Est. Cost $30.19 Unrealized +2.6%
CRM SALESFORCE COM INC 0.3%
Value ($000) $2,740 Shares 12,937 Est. Cost $237.01 Unrealized -7.2%
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $2,568 Shares 72,627 Est. Cost $29.91 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,513 Shares 7,124 Est. Cost $338.82 Unrealized -2.7%
AOR ISHARES TR 0.2%
Value ($000) $2,460 Shares 45,923 Est. Cost $43.95 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.2%
Value ($000) $2,407 Shares 49,116 Est. Cost $49.01 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,356 Shares 5,945 Est. Cost $267.52 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $2,328 Shares 34,793 Est. Cost $50.40 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $2,292 Shares 9,430 Est. Cost $84.05 Unrealized
BARRICK GOLD CORP 0.2%
Value ($000) $2,222 Shares 112,242 Est. Cost $19.80 Unrealized
AIZ ASSURANT INC 0.2%
Value ($000) $2,173 Shares 15,328 Est. Cost $105.52 Unrealized +17.4%
IDV ISHARES TR 0.2%
Value ($000) $2,042 Shares 64,854 Est. Cost $31.64 Unrealized
AOM ISHARES TR 0.2%
Value ($000) $2,041 Shares 46,878 Est. Cost $37.49 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,993 Shares 22,588 Est. Cost $58.84 Unrealized +40.7%
KEY KEYCORP 0.2%
Value ($000) $1,806 Shares 90,426 Est. Cost $15.23 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,801 Shares 13,503 Est. Cost $93.41 Unrealized +5.0%
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $1,663 Shares 11,836 Est. Cost $126.15 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $1,661 Shares 11,812 Est. Cost $74.38 Unrealized +64.4%
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $1,597 Shares 9,850 Est. Cost $122.58 Unrealized +46.4%
AOS SMITH A O CORP 0.1%
Value ($000) $1,496 Shares 22,115 Est. Cost $50.96 Unrealized +9.4%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,478 Shares 28,411 Est. Cost $50.15 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $1,458 Shares 17,061 Est. Cost $94.41 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $1,399 Shares 23,035 Est. Cost $52.14 Unrealized +7.2%
KSS KOHLS CORP 0.1%
Value ($000) $1,389 Shares 23,307 Est. Cost $59.04 Unrealized -13.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,365 Shares 16,608 Est. Cost $82.60 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,355 Shares 14,748 Est. Cost $83.52 Unrealized
VIACOMCBS INC 0.1%
Value ($000) $1,347 Shares 29,866 Est. Cost $28.32 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,346 Shares 7,126 Est. Cost $82.01 Unrealized +84.6%
JBSS SANFILIPPO JOHN B & SON INC 0.1%
Value ($000) $1,336 Shares 14,794 Est. Cost $76.05 Unrealized +13.9%
AOK ISHARES TR 0.1%
Value ($000) $1,320 Shares 34,163 Est. Cost $34.15 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,318 Shares 5,161 Est. Cost $197.94 Unrealized +22.7%
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $1,290 Shares 22,989 Est. Cost $39.98 Unrealized +17.6%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $1,264 Shares 28,860 Est. Cost $34.79 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $1,255 Shares 22,693 Est. Cost $36.09 Unrealized +11.7%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,231 Shares 9,095 Est. Cost $97.55 Unrealized +18.6%
T AT&T INC 0.1%
Value ($000) $1,188 Shares 39,245 Est. Cost $15.05 Unrealized +7.2%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,179 Shares 21,149 Est. Cost $59.70 Unrealized
RENEWABLE ENERGY GROUP INC 0.1%
Value ($000) $1,132 Shares 17,145 Est. Cost $70.81 Unrealized
WIP SPDR SER TR 0.1%
Value ($000) $1,087 Shares 19,570 Est. Cost $58.71 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,043 Shares 27,734 Est. Cost $36.02 Unrealized
BFC BANK FIRST CORP 0.1%
Value ($000) $1,038 Shares 13,836 Est. Cost $53.63 Unrealized +18.5%
NIO NIO INC 0.1%
Value ($000) $1,013 Shares 26,010 Est. Cost $41.01 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,000 Shares 7,066 Est. Cost $73.50 Unrealized +60.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $995 Shares 8,174 Est. Cost $105.23 Unrealized +1.7%
IWD ISHARES TR 0.1%
Value ($000) $987 Shares 6,513 Est. Cost $88.46 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $954 Shares 4,714 Est. Cost $224.62 Unrealized +3.2%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $903 Shares 28,401 Est. Cost $30.64 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $887 Shares 430 Est. Cost $62.63 Unrealized +56.4%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $834 Shares 566 Est. Cost $1417.78 Unrealized +19.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $833 Shares 2,572 Est. Cost $280.94 Unrealized -1.0%
META FACEBOOK INC 0.1%
Value ($000) $799 Shares 2,711 Est. Cost $197.49 Unrealized +35.4%
BCPC BALCHEM CORP 0.1%
Value ($000) $770 Shares 6,136 Est. Cost $102.27 Unrealized +15.7%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $756 Shares 28,385 Est. Cost $20.66 Unrealized +10.0%
LAM RESEARCH CORP 0.1%
Value ($000) $747 Shares 1,256 Est. Cost $139.65 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $726 Shares 6,150 Est. Cost $94.75 Unrealized +3.8%
SSD SIMPSON MFG INC 0.1%
Value ($000) $716 Shares 6,898 Est. Cost $88.98 Unrealized +8.1%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $651 Shares 6,447 Est. Cost $86.08 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $640 Shares 7,211 Est. Cost $61.09 Unrealized +9.4%
TSLA TESLA INC 0.1%
Value ($000) $629 Shares 941 Est. Cost $100.71 Unrealized +149.3%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $626 Shares 3,105 Est. Cost $64.18 Unrealized +197.2%
FIRST MIDWEST BANCORP DEL 0.1%
Value ($000) $616 Shares 28,116 Est. Cost $13.34 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $587 Shares 2,066 Est. Cost $241.36 Unrealized -3.0%
GOOG ALPHABET INC 0.1%
Value ($000) $585 Shares 283 Est. Cost $71.78 Unrealized +37.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $570 Shares 10,204 Est. Cost $53.16 Unrealized -18.5%
IEFA ISHARES TR 0.1%
Value ($000) $569 Shares 7,898 Est. Cost $60.81 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $554 Shares 8,654 Est. Cost $32.40 Unrealized +67.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $514 Shares 2,291 Est. Cost $122.04 Unrealized +56.7%
SHY ISHARES TR 0.0%
Value ($000) $504 Shares 5,849 Est. Cost $86.54 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $496 Shares 5,886 Est. Cost $37.02 Unrealized +93.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $494 Shares 1,923 Est. Cost $176.98 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $440 Shares 1,345 Est. Cost $221.72 Unrealized +32.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $434 Shares 8,017 Est. Cost $25.42 Unrealized +67.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $417 Shares 1,741 Est. Cost $202.43 Unrealized -5.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $407 Shares 3,143 Est. Cost $85.77 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $397 Shares 2,125 Est. Cost $103.77 Unrealized +79.3%
DISCOVERY INC 0.0%
Value ($000) $396 Shares 9,125 Est. Cost $43.40 Unrealized
DOO BRP INC 0.0%
Value ($000) $387 Shares 4,450 Est. Cost $45.86 Unrealized +53.1%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $385 Shares 1,205 Est. Cost $213.04 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $381 Shares 2,889 Est. Cost $82.74 Unrealized +65.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $381 Shares 4,928 Est. Cost $29.07 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $371 Shares 1,732 Est. Cost $189.79 Unrealized +6.2%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $361 Shares 2,551 Est. Cost $105.39 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $349 Shares 1,884 Est. Cost $145.70 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $344 Shares 1,246 Est. Cost $113.22 Unrealized +113.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $341 Shares 5,713 Est. Cost $49.98 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $335 Shares 27,326 Est. Cost $6.95 Unrealized +24.9%
KO COCA COLA CO 0.0%
Value ($000) $333 Shares 6,330 Est. Cost $35.90 Unrealized +20.9%
SYK STRYKER CORPORATION 0.0%
Value ($000) $332 Shares 1,363 Est. Cost $167.91 Unrealized +35.6%
NFLX NETFLIX INC 0.0%
Value ($000) $329 Shares 631 Est. Cost $50.70 Unrealized +4.6%
ATR APTARGROUP INC 0.0%
Value ($000) $321 Shares 2,265 Est. Cost $104.73 Unrealized +23.5%
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $318 Shares 18,292 Est. Cost $17.82 Unrealized
WB WEIBO CORP 0.0%
Value ($000) $318 Shares 6,300 Est. Cost $95.91 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $312 Shares 3,900 Est. Cost $59.49 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $310 Shares 2,876 Est. Cost $107.88 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $307 Shares 5,597 Est. Cost $54.85 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $307 Shares 842 Est. Cost $286.42 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $303 Shares 3,395 Est. Cost $55.41 Unrealized +20.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $300 Shares 1,289 Est. Cost $153.98 Unrealized +22.8%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $279 Shares 13,085 Est. Cost $14.92 Unrealized +12.1%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $272 Shares 3,650 Est. Cost $48.82 Unrealized +20.0%
LOW LOWES COS INC 0.0%
Value ($000) $270 Shares 1,416 Est. Cost $140.02 Unrealized +12.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $265 Shares 3,370 Est. Cost $67.56 Unrealized +3.6%
WELBILT INC 0.0%
Value ($000) $255 Shares 15,731 Est. Cost $15.91 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $250 Shares 6,889 Est. Cost $27.32 Unrealized +2.6%
NTGR NETGEAR INC 0.0%
Value ($000) $249 Shares 6,045 Est. Cost $34.12 Unrealized +20.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $246 Shares 18,722 Est. Cost $9.37 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $244 Shares 1,530 Est. Cost $131.91 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $244 Shares 1,004 Est. Cost $251.93 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $243 Shares 2,523 Est. Cost $75.46 Unrealized 0.0%
ILCG ISHARES TR 0.0%
Value ($000) $238 Shares 825 Est. Cost $267.88 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $236 Shares 10,406 Est. Cost $22.68 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $236 Shares 2,064 Est. Cost $114.34 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $234 Shares 1,760 Est. Cost $116.52 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $232 Shares 1,036 Est. Cost $211.39 Unrealized
MMM 3M CO 0.0%
Value ($000) $231 Shares 1,195 Est. Cost $117.52 Unrealized +6.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $224 Shares 1,705 Est. Cost $131.38 Unrealized
HWKN HAWKINS INC 0.0%
Value ($000) $224 Shares 6,663 Est. Cost $30.77 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $221 Shares 3,392 Est. Cost $63.68 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $220 Shares 612 Est. Cost $300.80 Unrealized 0.0%
SLYG SPDR SER TR 0.0%
Value ($000) $218 Shares 2,535 Est. Cost $86.00 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $214 Shares 966 Est. Cost $196.26 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $210 Shares 590 Est. Cost $339.57 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $209 Shares 3,202 Est. Cost $59.62 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $205 Shares 2,043 Est. Cost $100.34 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $205 Shares 4,169 Est. Cost $47.23 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $204 Shares 3,488 Est. Cost $50.13 Unrealized -0.7%
AVGO BROADCOM INC 0.0%
Value ($000) $204 Shares 440 Est. Cost $34.82 Unrealized +19.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $203 Shares 1,437 Est. Cost $124.36 Unrealized 0.0%
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $187 Shares 20,500 Est. Cost $8.77 Unrealized
PROSHARES TR 0.0%
Value ($000) $168 Shares 10,008 Est. Cost $27.02 Unrealized
COLONY CR REAL ESTATE INC 0.0%
Value ($000) $145 Shares 16,962 Est. Cost $14.59 Unrealized
IG ACQUISITION CORP 0.0%
Value ($000) $115 Shares 11,638 Est. Cost $9.88 Unrealized
QUAD QUAD / GRAPHICS INC 0.0%
Value ($000) $65 Shares 18,431 Est. Cost $12.18 Unrealized -60.9%
NOK NOKIA CORP 0.0%
Value ($000) $54 Shares 13,800 Est. Cost $3.91 Unrealized