Annex Advisory Services, LLC Diversified Active

CIK: 0001542287 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 18, 2021

Total Value ($000): $1,222,444 (99.7% shares, 0.3% debt)

Holdings (213)

VTI VANGUARD INDEX FDS 10.1%
Value ($000) $122,869 Shares 553,300 Est. Cost $128.22 Unrealized
IYG ISHARES TR 9.4%
Value ($000) $114,834 Shares 610,214 Est. Cost $185.67 Unrealized
SPTM SPDR SER TR 9.0%
Value ($000) $109,587 Shares 2,068,029 Est. Cost $34.13 Unrealized
VGT VANGUARD WORLD FDS 8.7%
Value ($000) $105,792 Shares 263,679 Est. Cost $117.65 Unrealized
VB VANGUARD INDEX FDS 6.0%
Value ($000) $73,802 Shares 337,600 Est. Cost $145.33 Unrealized
SPSM SPDR SER TR 5.1%
Value ($000) $62,496 Shares 1,467,091 Est. Cost $28.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.2%
Value ($000) $51,258 Shares 333,707 Est. Cost $120.62 Unrealized
GDX VANECK ETF TRUST 3.6%
Value ($000) $44,092 Shares 1,496,141 Est. Cost $32.44 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $27,953 Shares 197,519 Est. Cost $95.03 Unrealized +51.4%
IJR ISHARES TR 2.2%
Value ($000) $27,220 Shares 249,306 Est. Cost $84.50 Unrealized
WEC WEC ENERGY GROUP INC 1.4%
Value ($000) $17,577 Shares 199,302 Est. Cost $69.55 Unrealized +16.3%
ABBV ABBVIE INC 1.3%
Value ($000) $16,315 Shares 151,291 Est. Cost $75.41 Unrealized +28.9%
IVV ISHARES TR 1.3%
Value ($000) $16,312 Shares 37,884 Est. Cost $271.61 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $14,851 Shares 52,685 Est. Cost $88.82 Unrealized +216.1%
XLV SELECT SECTOR SPDR TR 1.1%
Value ($000) $13,127 Shares 103,120 Est. Cost $76.30 Unrealized
SPYM SPDR SER TR 1.1%
Value ($000) $12,886 Shares 255,338 Est. Cost $30.90 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $10,401 Shares 3,166 Est. Cost $134.13 Unrealized +28.6%
V VISA INC 0.9%
Value ($000) $10,397 Shares 46,687 Est. Cost $177.86 Unrealized +27.6%
PFF ISHARES TR 0.7%
Value ($000) $8,627 Shares 222,288 Est. Cost $38.60 Unrealized
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $8,441 Shares 63,739 Est. Cost $113.02 Unrealized +2.2%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $7,898 Shares 13,824 Est. Cost $463.29 Unrealized +17.1%
UNP UNION PAC CORP 0.6%
Value ($000) $7,580 Shares 38,658 Est. Cost $188.93 Unrealized +3.3%
DHI D R HORTON INC 0.6%
Value ($000) $7,189 Shares 85,589 Est. Cost $72.36 Unrealized +21.8%
LUV SOUTHWEST AIRLS CO 0.6%
Value ($000) $7,144 Shares 138,805 Est. Cost $44.48 Unrealized +5.7%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $7,117 Shares 43,492 Est. Cost $84.43 Unrealized +66.2%
DIS DISNEY WALT CO 0.5%
Value ($000) $6,301 Shares 37,223 Est. Cost $135.34 Unrealized +28.7%
CRM SALESFORCE COM INC 0.5%
Value ($000) $6,297 Shares 23,215 Est. Cost $232.83 Unrealized +7.8%
HD HOME DEPOT INC 0.5%
Value ($000) $6,196 Shares 18,870 Est. Cost $144.79 Unrealized +103.4%
ALL ALLSTATE CORP 0.5%
Value ($000) $6,073 Shares 47,709 Est. Cost $89.71 Unrealized +32.3%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $5,938 Shares 84,112 Est. Cost $56.19 Unrealized +2.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $5,868 Shares 57,812 Est. Cost $77.56 Unrealized +7.4%
BA BOEING CO 0.5%
Value ($000) $5,811 Shares 26,426 Est. Cost $270.08 Unrealized -17.4%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $5,744 Shares 78,896 Est. Cost $38.04 Unrealized +77.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $5,670 Shares 9,849 Est. Cost $475.26 Unrealized +32.4%
GLD SPDR GOLD TR 0.5%
Value ($000) $5,610 Shares 34,164 Est. Cost $176.64 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $5,607 Shares 27,070 Est. Cost $18.89 Unrealized +9.7%
QCOM QUALCOMM INC 0.5%
Value ($000) $5,585 Shares 43,296 Est. Cost $75.53 Unrealized +70.6%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $5,481 Shares 14,501 Est. Cost $190.16 Unrealized +84.0%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $5,262 Shares 40,897 Est. Cost $69.37 Unrealized +88.3%
TGT TARGET CORP 0.4%
Value ($000) $5,201 Shares 22,732 Est. Cost $87.90 Unrealized +150.2%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $5,025 Shares 154,421 Est. Cost $31.00 Unrealized +6.7%
LINDE PLC 0.4%
Value ($000) $4,890 Shares 16,664 Est. Cost $285.28 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $4,770 Shares 63,561 Est. Cost $62.86 Unrealized +5.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4,688 Shares 29,039 Est. Cost $123.39 Unrealized +21.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $4,679 Shares 11,966 Est. Cost $271.86 Unrealized +41.6%
HON HONEYWELL INTL INC 0.4%
Value ($000) $4,659 Shares 21,947 Est. Cost $159.82 Unrealized +21.8%
ETN EATON CORP PLC 0.4%
Value ($000) $4,651 Shares 31,156 Est. Cost $92.08 Unrealized +62.1%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $4,598 Shares 82,215 Est. Cost $38.46 Unrealized +33.6%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $4,492 Shares 105,838 Est. Cost $24.72 Unrealized +46.0%
SBUX STARBUCKS CORP 0.4%
Value ($000) $4,432 Shares 40,185 Est. Cost $85.50 Unrealized +23.6%
LEN LENNAR CORP 0.3%
Value ($000) $4,267 Shares 45,542 Est. Cost $64.07 Unrealized +44.9%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $4,003 Shares 67,680 Est. Cost $44.18 Unrealized +24.1%
WMT WALMART INC 0.3%
Value ($000) $3,990 Shares 28,618 Est. Cost $26.95 Unrealized +68.7%
CCK CROWN HLDGS INC 0.3%
Value ($000) $3,786 Shares 37,572 Est. Cost $88.79 Unrealized +12.9%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.3%
Value ($000) $3,740 Shares 14,303 Est. Cost $392.41 Unrealized -14.1%
ILMN ILLUMINA INC 0.3%
Value ($000) $3,736 Shares 9,212 Est. Cost $332.98 Unrealized +38.1%
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,706 Shares 35,683 Est. Cost $88.77 Unrealized
CTAS CINTAS CORP 0.3%
Value ($000) $3,640 Shares 9,562 Est. Cost $83.09 Unrealized +13.1%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $3,556 Shares 58,554 Est. Cost $52.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $3,523 Shares 25,353 Est. Cost $102.67 Unrealized +9.2%
DOV DOVER CORP 0.3%
Value ($000) $3,504 Shares 22,513 Est. Cost $95.96 Unrealized +63.2%
INPHI CORP 0.3%
Value ($000) $3,433 Shares 56,932 Est. Cost $60.30 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,428 Shares 43,663 Est. Cost $61.17 Unrealized +17.5%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $3,414 Shares 5,588 Est. Cost $30.55 Unrealized +31.0%
ABT ABBOTT LABS 0.3%
Value ($000) $3,362 Shares 28,456 Est. Cost $61.34 Unrealized +85.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $3,354 Shares 73,599 Est. Cost $28.16 Unrealized +20.7%
PCY INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $3,306 Shares 123,974 Est. Cost $28.75 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $3,295 Shares 7,334 Est. Cost $339.60 Unrealized +23.2%
BARRICK GOLD CORP 0.3%
Value ($000) $3,125 Shares 172,983 Est. Cost $19.85 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $3,111 Shares 57,154 Est. Cost $49.23 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,923 Shares 6,812 Est. Cost $288.23 Unrealized
NIO NIO INC 0.2%
Value ($000) $2,887 Shares 81,025 Est. Cost $46.15 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2,846 Shares 52,660 Est. Cost $40.96 Unrealized +3.3%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2,683 Shares 57,019 Est. Cost $47.84 Unrealized
KEY KEYCORP 0.2%
Value ($000) $2,557 Shares 118,378 Est. Cost $15.59 Unrealized +4.1%
VIACOMCBS INC 0.2%
Value ($000) $2,483 Shares 62,811 Est. Cost $36.76 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $2,417 Shares 34,637 Est. Cost $51.43 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $2,316 Shares 8,450 Est. Cost $84.05 Unrealized
AOR ISHARES TR 0.2%
Value ($000) $2,316 Shares 41,741 Est. Cost $43.95 Unrealized
FISV FISERV INC 0.2%
Value ($000) $2,106 Shares 19,407 Est. Cost $74.23 Unrealized +50.5%
AOM ISHARES TR 0.2%
Value ($000) $1,940 Shares 43,368 Est. Cost $37.49 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.2%
Value ($000) $1,915 Shares 35,803 Est. Cost $41.12 Unrealized +9.7%
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $1,870 Shares 51,634 Est. Cost $29.91 Unrealized
IDV ISHARES TR 0.2%
Value ($000) $1,857 Shares 61,078 Est. Cost $31.64 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,795 Shares 35,884 Est. Cost $50.83 Unrealized
AOS SMITH A O CORP 0.1%
Value ($000) $1,734 Shares 28,393 Est. Cost $53.94 Unrealized +19.7%
AIZ ASSURANT INC 0.1%
Value ($000) $1,725 Shares 10,933 Est. Cost $105.52 Unrealized +41.8%
PSX PHILLIPS 66 0.1%
Value ($000) $1,646 Shares 23,515 Est. Cost $69.60 Unrealized -12.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,585 Shares 11,348 Est. Cost $103.23 Unrealized +23.3%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $1,585 Shares 13,020 Est. Cost $78.85 Unrealized +53.1%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $1,554 Shares 11,172 Est. Cost $126.40 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $1,510 Shares 25,397 Est. Cost $37.29 Unrealized +25.1%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,484 Shares 20,910 Est. Cost $58.84 Unrealized +24.5%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1,440 Shares 9,600 Est. Cost $133.38 Unrealized +28.6%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $1,395 Shares 11,676 Est. Cost $102.64 Unrealized +9.5%
NVS NOVARTIS AG 0.1%
Value ($000) $1,357 Shares 16,593 Est. Cost $94.41 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,352 Shares 7,031 Est. Cost $82.01 Unrealized +104.8%
AOK ISHARES TR 0.1%
Value ($000) $1,322 Shares 33,477 Est. Cost $34.15 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,268 Shares 474 Est. Cost $69.06 Unrealized +95.6%
JBSS SANFILIPPO JOHN B & SON INC 0.1%
Value ($000) $1,247 Shares 15,263 Est. Cost $77.07 Unrealized +12.6%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,231 Shares 12,101 Est. Cost $83.52 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,190 Shares 12,547 Est. Cost $68.38 Unrealized +18.5%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,137 Shares 13,874 Est. Cost $82.60 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1,134 Shares 7,490 Est. Cost $105.23 Unrealized +34.6%
MINT PIMCO ETF TR 0.1%
Value ($000) $1,118 Shares 10,971 Est. Cost $99.31 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,102 Shares 19,570 Est. Cost $59.70 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,089 Shares 3,992 Est. Cost $197.94 Unrealized +41.9%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,035 Shares 26,744 Est. Cost $36.02 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,026 Shares 6,819 Est. Cost $73.50 Unrealized +83.7%
WIP SPDR SER TR 0.1%
Value ($000) $1,021 Shares 18,773 Est. Cost $58.71 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $982 Shares 3,818 Est. Cost $224.38 Unrealized +28.4%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $972 Shares 41,999 Est. Cost $22.08 Unrealized +10.3%
META FACEBOOK INC 0.1%
Value ($000) $949 Shares 2,798 Est. Cost $201.26 Unrealized +77.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $929 Shares 553 Est. Cost $1422.24 Unrealized +21.8%
BFC BANK FIRST CORP 0.1%
Value ($000) $914 Shares 12,892 Est. Cost $53.63 Unrealized +17.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $905 Shares 2,512 Est. Cost $280.94 Unrealized +19.7%
IWD ISHARES TR 0.1%
Value ($000) $892 Shares 5,701 Est. Cost $88.46 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $890 Shares 20,914 Est. Cost $34.79 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $889 Shares 2,484 Est. Cost $289.28 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.1%
Value ($000) $886 Shares 60,441 Est. Cost $12.16 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MGMT 0.1%
Value ($000) $873 Shares 17,846 Est. Cost $34.04 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $869 Shares 4,772 Est. Cost $164.16 Unrealized -0.9%
TSLA TESLA INC 0.1%
Value ($000) $852 Shares 1,099 Est. Cost $120.17 Unrealized +95.9%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $847 Shares 16,573 Est. Cost $50.87 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $847 Shares 27,796 Est. Cost $30.64 Unrealized
BCPC BALCHEM CORP 0.1%
Value ($000) $841 Shares 5,798 Est. Cost $102.27 Unrealized +28.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $784 Shares 7,015 Est. Cost $81.70 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $741 Shares 278 Est. Cost $75.28 Unrealized +81.8%
KSS KOHLS CORP 0.1%
Value ($000) $719 Shares 15,276 Est. Cost $59.04 Unrealized -9.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $700 Shares 12,042 Est. Cost $53.34 Unrealized +3.9%
SSD SIMPSON MFG INC 0.1%
Value ($000) $657 Shares 6,141 Est. Cost $88.98 Unrealized +20.0%
T AT&T INC 0.1%
Value ($000) $655 Shares 24,252 Est. Cost $15.05 Unrealized +6.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $642 Shares 6,214 Est. Cost $86.39 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $632 Shares 9,286 Est. Cost $54.25 Unrealized +22.1%
IEFA ISHARES TR 0.0%
Value ($000) $604 Shares 8,131 Est. Cost $61.20 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $601 Shares 2,072 Est. Cost $185.07 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $589 Shares 10,517 Est. Cost $31.64 Unrealized +62.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $564 Shares 2,341 Est. Cost $124.65 Unrealized +73.2%
FIRST MIDWEST BANCORP DEL 0.0%
Value ($000) $534 Shares 28,116 Est. Cost $13.34 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $529 Shares 1,293 Est. Cost $227.34 Unrealized +88.4%
SHY ISHARES TR 0.0%
Value ($000) $490 Shares 5,687 Est. Cost $86.52 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $489 Shares 3,101 Est. Cost $64.18 Unrealized +159.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $477 Shares 4,000 Est. Cost $118.76 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $465 Shares 4,000 Est. Cost $51.24 Unrealized +95.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $464 Shares 7,901 Est. Cost $53.16 Unrealized -8.9%
FDX FEDEX CORP 0.0%
Value ($000) $459 Shares 2,093 Est. Cost $243.37 Unrealized +1.9%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $459 Shares 1,164 Est. Cost $319.41 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $459 Shares 5,709 Est. Cost $37.02 Unrealized +93.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $434 Shares 1,877 Est. Cost $106.70 Unrealized +121.8%
F FORD MTR CO DEL 0.0%
Value ($000) $433 Shares 30,607 Est. Cost $7.29 Unrealized +41.5%
DOO BRP INC 0.0%
Value ($000) $412 Shares 4,450 Est. Cost $45.86 Unrealized +81.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $379 Shares 2,540 Est. Cost $127.40 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $377 Shares 1,176 Est. Cost $113.22 Unrealized +169.8%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $375 Shares 2,500 Est. Cost $105.39 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $370 Shares 607 Est. Cost $50.70 Unrealized +8.5%
IWM ISHARES TR 0.0%
Value ($000) $369 Shares 1,681 Est. Cost $210.21 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $360 Shares 1,726 Est. Cost $189.79 Unrealized +9.9%
WELBILT INC 0.0%
Value ($000) $358 Shares 15,409 Est. Cost $15.91 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $356 Shares 6,674 Est. Cost $34.25 Unrealized +45.4%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $355 Shares 2,546 Est. Cost $159.02 Unrealized -4.8%
KO COCA COLA CO 0.0%
Value ($000) $342 Shares 6,522 Est. Cost $36.73 Unrealized +32.8%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $337 Shares 1,681 Est. Cost $145.70 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $333 Shares 3,900 Est. Cost $59.49 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $330 Shares 4,847 Est. Cost $29.21 Unrealized -2.9%
SYK STRYKER CORPORATION 0.0%
Value ($000) $327 Shares 1,239 Est. Cost $167.91 Unrealized +52.0%
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $318 Shares 18,292 Est. Cost $17.82 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $304 Shares 7,062 Est. Cost $27.77 Unrealized +28.4%
LAM RESEARCH CORP 0.0%
Value ($000) $304 Shares 534 Est. Cost $139.65 Unrealized
WB WEIBO CORP 0.0%
Value ($000) $299 Shares 6,300 Est. Cost $95.91 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $276 Shares 1,867 Est. Cost $147.83 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $271 Shares 12,665 Est. Cost $14.92 Unrealized +14.3%
ATR APTARGROUP INC 0.0%
Value ($000) $270 Shares 2,265 Est. Cost $104.73 Unrealized +18.4%
ILCG ISHARES TR 0.0%
Value ($000) $270 Shares 4,125 Est. Cost $105.36 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $268 Shares 3,541 Est. Cost $67.85 Unrealized +5.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $262 Shares 861 Est. Cost $217.14 Unrealized +22.9%
SMH VANECK ETF TRUST 0.0%
Value ($000) $256 Shares 1,000 Est. Cost $261.80 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $255 Shares 1,259 Est. Cost $141.44 Unrealized +29.8%
IVW ISHARES TR 0.0%
Value ($000) $251 Shares 3,392 Est. Cost $63.68 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $251 Shares 1,691 Est. Cost $88.77 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $247 Shares 1,287 Est. Cost $172.22 Unrealized +11.5%
IWN ISHARES TR 0.0%
Value ($000) $245 Shares 1,530 Est. Cost $131.91 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $241 Shares 1,437 Est. Cost $124.36 Unrealized +27.3%
ORCL ORACLE CORP 0.0%
Value ($000) $240 Shares 2,751 Est. Cost $73.60 Unrealized +13.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $237 Shares 910 Est. Cost $251.93 Unrealized +12.4%
DVY ISHARES TR 0.0%
Value ($000) $237 Shares 2,064 Est. Cost $114.34 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $236 Shares 4,538 Est. Cost $53.86 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $234 Shares 2,345 Est. Cost $60.75 Unrealized +38.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $234 Shares 1,008 Est. Cost $220.08 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $234 Shares 2,274 Est. Cost $62.95 Unrealized 0.0%
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $234 Shares 20,500 Est. Cost $8.77 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $225 Shares 930 Est. Cost $211.39 Unrealized
DOW DOW INC 0.0%
Value ($000) $221 Shares 3,833 Est. Cost $51.06 Unrealized -6.4%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $216 Shares 3,202 Est. Cost $59.62 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $209 Shares 562 Est. Cost $300.80 Unrealized +18.9%
DISCOVERY INC 0.0%
Value ($000) $208 Shares 8,190 Est. Cost $41.87 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $207 Shares 4,606 Est. Cost $51.94 Unrealized -7.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $206 Shares 3,325 Est. Cost $51.79 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $206 Shares 425 Est. Cost $35.45 Unrealized +25.5%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $205 Shares 2,149 Est. Cost $82.74 Unrealized +27.6%
SLYG SPDR SER TR 0.0%
Value ($000) $205 Shares 2,354 Est. Cost $86.00 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $204 Shares 1,350 Est. Cost $152.39 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $204 Shares 1,366 Est. Cost $139.71 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $203 Shares 2,083 Est. Cost $75.57 Unrealized +15.5%
AMGN AMGEN INC 0.0%
Value ($000) $201 Shares 944 Est. Cost $146.84 Unrealized +36.4%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $200 Shares 2,003 Est. Cost $100.64 Unrealized
PROSHARES TR 0.0%
Value ($000) $165 Shares 10,818 Est. Cost $26.20 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $137 Shares 25,200 Est. Cost $4.66 Unrealized
BROADMARK RLTY CAP INC 0.0%
Value ($000) $130 Shares 13,152 Est. Cost $10.57 Unrealized
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value ($000) $103 Shares 20,383 Est. Cost $3.87 Unrealized 0.0%
QUAD QUAD / GRAPHICS INC 0.0%
Value ($000) $78 Shares 18,431 Est. Cost $12.18 Unrealized -66.1%
PESI PERMA-FIX ENVIRONMENTAL SVCS 0.0%
Value ($000) $69 Shares 10,375 Est. Cost $6.14 Unrealized 0.0%
AP AMPCO-PITTSBURG CORP 0.0%
Value ($000) $68 Shares 14,512 Est. Cost $5.34 Unrealized 0.0%
1847 GOEDEKER INC 0.0%
Value ($000) $33 Shares 10,500 Est. Cost $3.14 Unrealized