Dakota Wealth Management Diversified Active

CIK: 0001631353 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $869,402 (100.0% shares, 0.0% debt)

Holdings (347)

AAPL APPLE INC 4.3%
Value ($000) $37,272 Shares 263,411 Est. Cost $96.68 Unrealized +48.8%
MSFT MICROSOFT CORP 4.1%
Value ($000) $35,221 Shares 124,934 Est. Cost $121.78 Unrealized +130.5%
AMZN AMAZON COM INC 3.4%
Value ($000) $29,758 Shares 9,059 Est. Cost $111.80 Unrealized +54.3%
IWF ISHARES TR 3.2%
Value ($000) $27,664 Shares 100,947 Est. Cost $136.26 Unrealized
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $20,074 Shares 122,632 Est. Cost $112.49 Unrealized +24.7%
V VISA INC 2.2%
Value ($000) $18,785 Shares 84,330 Est. Cost $157.20 Unrealized +44.4%
GOOGL ALPHABET INC 2.1%
Value ($000) $18,662 Shares 6,981 Est. Cost $81.07 Unrealized +66.6%
MDY SPDR S&P MIDCAP 400 ETF TR 1.9%
Value ($000) $16,790 Shares 34,916 Est. Cost $274.41 Unrealized
META FACEBOOK INC 1.7%
Value ($000) $15,079 Shares 44,431 Est. Cost $247.57 Unrealized +44.5%
HD HOME DEPOT INC 1.4%
Value ($000) $12,215 Shares 37,211 Est. Cost $214.01 Unrealized +37.6%
ESS ESSEX PPTY TR INC 1.3%
Value ($000) $11,673 Shares 36,507 Est. Cost $183.28 Unrealized +50.2%
ORCL ORACLE CORP 1.3%
Value ($000) $11,622 Shares 133,384 Est. Cost $61.88 Unrealized +34.7%
PFF ISHARES TR 1.3%
Value ($000) $11,477 Shares 295,711 Est. Cost $39.03 Unrealized
COF CAPITAL ONE FINL CORP 1.3%
Value ($000) $11,313 Shares 69,847 Est. Cost $107.05 Unrealized +40.8%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $10,645 Shares 104,934 Est. Cost $81.15 Unrealized +2.7%
DHR DANAHER CORPORATION 1.2%
Value ($000) $10,293 Shares 33,811 Est. Cost $219.75 Unrealized +21.4%
CHTR CHARTER COMMUNICATIONS INC N 1.2%
Value ($000) $10,141 Shares 13,938 Est. Cost $599.54 Unrealized +26.6%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $9,702 Shares 123,556 Est. Cost $63.20 Unrealized +13.7%
MELI MERCADOLIBRE INC 1.1%
Value ($000) $9,418 Shares 5,608 Est. Cost $1732.10 Unrealized 0.0%
QUAL ISHARES TR 1.1%
Value ($000) $9,278 Shares 70,433 Est. Cost $102.06 Unrealized
IWM ISHARES TR 1.0%
Value ($000) $8,911 Shares 40,737 Est. Cost $132.90 Unrealized
SBUX STARBUCKS CORP 1.0%
Value ($000) $8,392 Shares 76,072 Est. Cost $82.30 Unrealized +28.4%
OEF ISHARES TR 0.9%
Value ($000) $7,587 Shares 38,425 Est. Cost $149.41 Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $7,438 Shares 21,393 Est. Cost $257.25 Unrealized +37.9%
USMV ISHARES TR 0.8%
Value ($000) $7,329 Shares 99,719 Est. Cost $65.50 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $7,187 Shares 95,684 Est. Cost $65.92 Unrealized +0.3%
CTAS CINTAS CORP 0.8%
Value ($000) $7,119 Shares 18,702 Est. Cost $91.89 Unrealized +2.3%
EFA ISHARES TR 0.8%
Value ($000) $6,977 Shares 89,433 Est. Cost $61.99 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $6,940 Shares 84,212 Est. Cost $80.13 Unrealized
LLY LILLY ELI & CO 0.8%
Value ($000) $6,913 Shares 29,920 Est. Cost $211.52 Unrealized +11.9%
DIS DISNEY WALT CO 0.8%
Value ($000) $6,766 Shares 39,990 Est. Cost $108.70 Unrealized +60.2%
SHY ISHARES TR 0.7%
Value ($000) $6,431 Shares 74,644 Est. Cost $86.04 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $6,418 Shares 39,079 Est. Cost $161.61 Unrealized
MRNA MODERNA INC 0.7%
Value ($000) $6,406 Shares 16,645 Est. Cost $368.80 Unrealized 0.0%
IWB ISHARES TR 0.7%
Value ($000) $6,280 Shares 25,983 Est. Cost $121.57 Unrealized
EEM ISHARES TR 0.7%
Value ($000) $6,205 Shares 123,175 Est. Cost $43.49 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $6,080 Shares 21,095 Est. Cost $195.50 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $6,021 Shares 63,511 Est. Cost $73.48 Unrealized +10.3%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $5,850 Shares 39,177 Est. Cost $55.92 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $5,742 Shares 9,972 Est. Cost $450.98 Unrealized +39.6%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $5,583 Shares 148,772 Est. Cost $34.52 Unrealized
XSOE WISDOMTREE TR 0.6%
Value ($000) $5,460 Shares 146,299 Est. Cost $41.69 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $5,394 Shares 243,950 Est. Cost $22.89 Unrealized
MSCI MSCI INC 0.6%
Value ($000) $5,126 Shares 8,426 Est. Cost $296.25 Unrealized +96.8%
AGG ISHARES TR 0.6%
Value ($000) $5,058 Shares 44,048 Est. Cost $113.13 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $4,840 Shares 23,859 Est. Cost $161.56 Unrealized +13.6%
CZR CAESARS ENTERTAINMENT INC NE 0.5%
Value ($000) $4,774 Shares 42,517 Est. Cost $97.67 Unrealized 0.0%
NUVEEN NEW YORK AMT QLT MUNI 0.5%
Value ($000) $4,757 Shares 343,944 Est. Cost $12.25 Unrealized
FLOT ISHARES TR 0.5%
Value ($000) $4,734 Shares 93,116 Est. Cost $50.82 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.5%
Value ($000) $4,703 Shares 92,720 Est. Cost $50.77 Unrealized
CNQ CANADIAN NAT RES LTD 0.5%
Value ($000) $4,569 Shares 125,041 Est. Cost $9.41 Unrealized +43.0%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $4,553 Shares 15,692 Est. Cost $153.06 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $4,484 Shares 10,450 Est. Cost $235.74 Unrealized
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $4,447 Shares 12,323 Est. Cost $224.51 Unrealized +60.9%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $4,420 Shares 10,300 Est. Cost $235.74 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $4,419 Shares 22,761 Est. Cost $118.22 Unrealized +63.9%
SJNK SPDR SER TR 0.5%
Value ($000) $4,395 Shares 160,471 Est. Cost $28.52 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $3,992 Shares 10,561 Est. Cost $295.23 Unrealized +18.5%
IVV ISHARES TR 0.5%
Value ($000) $3,971 Shares 9,216 Est. Cost $309.22 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $3,969 Shares 65,112 Est. Cost $51.67 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $3,900 Shares 8,678 Est. Cost $341.26 Unrealized +22.6%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $3,889 Shares 27,819 Est. Cost $97.24 Unrealized +30.9%
IWO ISHARES TR 0.4%
Value ($000) $3,856 Shares 13,135 Est. Cost $145.66 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $3,710 Shares 39,387 Est. Cost $91.20 Unrealized 0.0%
NKE NIKE INC 0.4%
Value ($000) $3,650 Shares 25,133 Est. Cost $109.94 Unrealized +38.7%
AVGO BROADCOM INC 0.4%
Value ($000) $3,607 Shares 7,439 Est. Cost $30.81 Unrealized +44.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,592 Shares 66,507 Est. Cost $39.95 Unrealized +5.9%
TGT TARGET CORP 0.4%
Value ($000) $3,554 Shares 15,536 Est. Cost $122.11 Unrealized +80.1%
GOOG ALPHABET INC 0.4%
Value ($000) $3,513 Shares 1,318 Est. Cost $62.01 Unrealized +120.7%
PLD PROLOGIS INC. 0.4%
Value ($000) $3,510 Shares 27,978 Est. Cost $86.23 Unrealized +32.4%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $3,450 Shares 33,378 Est. Cost $71.01 Unrealized
ICF ISHARES TR 0.4%
Value ($000) $3,428 Shares 52,394 Est. Cost $80.83 Unrealized
PGR PROGRESSIVE CORP 0.4%
Value ($000) $3,246 Shares 35,915 Est. Cost $58.27 Unrealized +46.5%
SYK STRYKER CORPORATION 0.4%
Value ($000) $3,217 Shares 12,196 Est. Cost $231.32 Unrealized +10.3%
IGSB ISHARES TR 0.4%
Value ($000) $3,151 Shares 57,671 Est. Cost $66.36 Unrealized
IGIB ISHARES TR 0.4%
Value ($000) $3,146 Shares 52,382 Est. Cost $67.51 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,120 Shares 19,324 Est. Cost $120.82 Unrealized +24.4%
CRM SALESFORCE COM INC 0.4%
Value ($000) $3,112 Shares 11,475 Est. Cost $221.74 Unrealized +13.2%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $3,107 Shares 14,206 Est. Cost $154.55 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $3,062 Shares 26,365 Est. Cost $116.06 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $3,033 Shares 7,689 Est. Cost $263.77 Unrealized
SHM SPDR SER TR 0.3%
Value ($000) $3,026 Shares 61,271 Est. Cost $49.60 Unrealized
TWITTER INC 0.3%
Value ($000) $2,969 Shares 49,170 Est. Cost $48.53 Unrealized
INTU INTUIT 0.3%
Value ($000) $2,956 Shares 5,480 Est. Cost $404.13 Unrealized +29.8%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $2,946 Shares 26,022 Est. Cost $79.56 Unrealized +43.5%
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $2,935 Shares 7,182 Est. Cost $428.34 Unrealized 0.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $2,932 Shares 26,071 Est. Cost $83.45 Unrealized +19.0%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $2,868 Shares 8,011 Est. Cost $200.72 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,824 Shares 56,473 Est. Cost $41.67 Unrealized
ITOT ISHARES TR 0.3%
Value ($000) $2,804 Shares 28,504 Est. Cost $74.98 Unrealized
OZON HLDGS PLC 0.3%
Value ($000) $2,775 Shares 55,000 Est. Cost $58.62 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $2,613 Shares 7,648 Est. Cost $294.96 Unrealized +20.0%
WMT WALMART INC 0.3%
Value ($000) $2,612 Shares 18,737 Est. Cost $32.37 Unrealized +40.5%
TIP ISHARES TR 0.3%
Value ($000) $2,611 Shares 20,445 Est. Cost $114.87 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $2,572 Shares 23,843 Est. Cost $88.98 Unrealized +9.3%
IWR ISHARES TR 0.3%
Value ($000) $2,566 Shares 32,810 Est. Cost $79.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,557 Shares 4,475 Est. Cost $267.34 Unrealized +102.9%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $2,488 Shares 6,907 Est. Cost $290.33 Unrealized +15.9%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,435 Shares 10,966 Est. Cost $141.24 Unrealized
XBFZX BLACKROCK CALIF MUN INCOME T 0.3%
Value ($000) $2,417 Shares 163,916 Est. Cost $13.38 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $2,396 Shares 30,521 Est. Cost $68.71 Unrealized -1.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2,372 Shares 8,479 Est. Cost $231.52 Unrealized +21.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,281 Shares 5,838 Est. Cost $310.62 Unrealized +23.9%
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,219 Shares 33,815 Est. Cost $63.12 Unrealized
URI UNITED RENTALS INC 0.3%
Value ($000) $2,199 Shares 6,265 Est. Cost $208.40 Unrealized +56.0%
BA BOEING CO 0.3%
Value ($000) $2,198 Shares 9,994 Est. Cost $204.38 Unrealized +9.1%
VRP INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $2,191 Shares 83,553 Est. Cost $24.60 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $2,188 Shares 2,201 Est. Cost $289.45 Unrealized +16.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,181 Shares 7,993 Est. Cost $234.25 Unrealized +19.9%
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $2,168 Shares 43,236 Est. Cost $50.25 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $2,146 Shares 8,733 Est. Cost $216.61 Unrealized +19.1%
IIPR INNOVATIVE INDL PPTYS INC 0.2%
Value ($000) $2,072 Shares 8,961 Est. Cost $231.22 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $2,071 Shares 19,251 Est. Cost $106.99 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $2,059 Shares 7,912 Est. Cost $192.40 Unrealized +47.1%
ROMAN DBDR TECH ACQUISITION 0.2%
Value ($000) $1,993 Shares 197,150 Est. Cost $10.11 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,953 Shares 9,428 Est. Cost $19.44 Unrealized +6.6%
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,918 Shares 18,745 Est. Cost $102.93 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $1,880 Shares 37,254 Est. Cost $38.78 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,822 Shares 4,289 Est. Cost $340.63 Unrealized +22.7%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,802 Shares 21,097 Est. Cost $86.05 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,787 Shares 2,131 Est. Cost $725.87 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,779 Shares 8,377 Est. Cost $152.44 Unrealized +27.7%
SHYD VANECK ETF TRUST 0.2%
Value ($000) $1,743 Shares 69,426 Est. Cost $25.23 Unrealized
E MERGE TECHNOLOGY ACQUISITI 0.2%
Value ($000) $1,710 Shares 174,200 Est. Cost $10.23 Unrealized
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $1,658 Shares 24,351 Est. Cost $57.60 Unrealized +15.0%
PEP PEPSICO INC 0.2%
Value ($000) $1,658 Shares 11,021 Est. Cost $107.60 Unrealized +25.5%
RWO SPDR INDEX SHS FDS 0.2%
Value ($000) $1,649 Shares 32,303 Est. Cost $47.82 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,646 Shares 61,267 Est. Cost $26.87 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,594 Shares 2,056 Est. Cost $137.37 Unrealized +71.3%
IWD ISHARES TR 0.2%
Value ($000) $1,551 Shares 9,908 Est. Cost $140.01 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $1,545 Shares 10,346 Est. Cost $117.94 Unrealized +26.5%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,523 Shares 27,800 Est. Cost $54.78 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD 0.2%
Value ($000) $1,520 Shares 127,362 Est. Cost $10.43 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $1,470 Shares 1,084 Est. Cost $97.50 Unrealized +53.7%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,469 Shares 7,647 Est. Cost $144.76 Unrealized +16.0%
NUVEEN AMT FREE QLTY MUN INC 0.2%
Value ($000) $1,466 Shares 96,507 Est. Cost $12.92 Unrealized
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $1,461 Shares 31,739 Est. Cost $46.17 Unrealized
AFRICAN GOLD ACQUISITION COR 0.2%
Value ($000) $1,455 Shares 149,700 Est. Cost $9.65 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $1,441 Shares 8,207 Est. Cost $140.39 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $1,434 Shares 11,019 Est. Cost $127.24 Unrealized
EATON VANCE MUN BD FD 0.2%
Value ($000) $1,394 Shares 104,180 Est. Cost $11.89 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $1,380 Shares 14,176 Est. Cost $55.46 Unrealized +54.6%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,363 Shares 8,135 Est. Cost $125.52 Unrealized +26.1%
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $1,358 Shares 37,052 Est. Cost $22.44 Unrealized +35.2%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,343 Shares 31,643 Est. Cost $36.51 Unrealized -1.2%
ABT ABBOTT LABS 0.1%
Value ($000) $1,302 Shares 11,021 Est. Cost $85.39 Unrealized +32.9%
HYD VANECK ETF TRUST 0.1%
Value ($000) $1,208 Shares 19,328 Est. Cost $62.01 Unrealized
INDUSTRIAL TECH ACQU INC 0.1%
Value ($000) $1,136 Shares 114,400 Est. Cost $10.14 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,120 Shares 1,835 Est. Cost $53.82 Unrealized +2.3%
HYG ISHARES TR 0.1%
Value ($000) $1,119 Shares 12,795 Est. Cost $89.69 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $1,043 Shares 66,760 Est. Cost $13.31 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,012 Shares 10,719 Est. Cost $86.89 Unrealized
SE SEA LTD 0.1%
Value ($000) $1,010 Shares 3,167 Est. Cost $318.91 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.1%
Value ($000) $1,000 Shares 68,089 Est. Cost $12.26 Unrealized
PROPERTY SOLUTIONS ACQUISITI 0.1%
Value ($000) $995 Shares 100,500 Est. Cost $9.83 Unrealized
VISTAS MEDIA ACQUISITION CO 0.1%
Value ($000) $990 Shares 98,325 Est. Cost $10.04 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $977 Shares 17,472 Est. Cost $34.46 Unrealized +49.1%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $959 Shares 20,416 Est. Cost $36.41 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $953 Shares 25,349 Est. Cost $41.85 Unrealized -0.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $953 Shares 2,980 Est. Cost $184.51 Unrealized +65.6%
NOW SERVICENOW INC 0.1%
Value ($000) $941 Shares 1,512 Est. Cost $87.18 Unrealized +38.9%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $936 Shares 18,539 Est. Cost $44.62 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $931 Shares 6,215 Est. Cost $116.07 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $925 Shares 12,282 Est. Cost $71.41 Unrealized
SEAPORT GLOBAL ACQUISITN COR 0.1%
Value ($000) $922 Shares 91,600 Est. Cost $10.02 Unrealized
WESTERN ASST INFLTN LKD INM 0.1%
Value ($000) $921 Shares 66,804 Est. Cost $11.30 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $892 Shares 3,003 Est. Cost $166.34 Unrealized +54.7%
BX BLACKSTONE INC 0.1%
Value ($000) $885 Shares 7,611 Est. Cost $69.55 Unrealized +44.3%
PFE PFIZER INC 0.1%
Value ($000) $878 Shares 20,408 Est. Cost $27.17 Unrealized +31.3%
DES WISDOMTREE TR 0.1%
Value ($000) $866 Shares 28,091 Est. Cost $42.96 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $846 Shares 10,443 Est. Cost $68.44 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $837 Shares 1,747 Est. Cost $70.26 Unrealized 0.0%
DWS MUN INCOME TR 0.1%
Value ($000) $817 Shares 68,662 Est. Cost $11.02 Unrealized
INMD INMODE LTD 0.1%
Value ($000) $813 Shares 5,101 Est. Cost $61.03 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $806 Shares 14,807 Est. Cost $36.95 Unrealized +33.2%
BREEZE HOLDINGS ACQUISITN CO 0.1%
Value ($000) $800 Shares 79,325 Est. Cost $10.02 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $792 Shares 5,852 Est. Cost $103.20 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $787 Shares 6,570 Est. Cost $102.19 Unrealized 0.0%
ACWX ISHARES TR 0.1%
Value ($000) $783 Shares 14,140 Est. Cost $47.61 Unrealized
GUGGENHEIM ENHANCED EQT INCM 0.1%
Value ($000) $782 Shares 84,245 Est. Cost $6.17 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $774 Shares 4,421 Est. Cost $60.65 Unrealized +199.5%
IYC ISHARES TR 0.1%
Value ($000) $773 Shares 9,994 Est. Cost $87.26 Unrealized
SPARTACUS ACQUISITION CORP 0.1%
Value ($000) $773 Shares 76,395 Est. Cost $10.06 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $771 Shares 4,809 Est. Cost $103.23 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $759 Shares 418 Est. Cost $28.53 Unrealized +27.5%
ACKRELL SPAC PARTNERS I CO 0.1%
Value ($000) $732 Shares 73,000 Est. Cost $10.01 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $728 Shares 17,082 Est. Cost $36.11 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $717 Shares 2,437 Est. Cost $258.55 Unrealized +10.1%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $707 Shares 4,777 Est. Cost $122.46 Unrealized +9.9%
PUCK GOAL ACQUISITIONS CORP 0.1%
Value ($000) $702 Shares 72,200 Est. Cost $9.67 Unrealized -0.1%
STOT SSGA ACTIVE TR 0.1%
Value ($000) $695 Shares 14,033 Est. Cost $49.63 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $694 Shares 931 Est. Cost $745.43 Unrealized
GLOBAL SPAC PARTNERS CO 0.1%
Value ($000) $684 Shares 68,550 Est. Cost $9.90 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $676 Shares 2,547 Est. Cost $180.82 Unrealized +37.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $675 Shares 3,704 Est. Cost $86.45 Unrealized +88.2%
IXN ISHARES TR 0.1%
Value ($000) $673 Shares 11,876 Est. Cost $64.50 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $653 Shares 14,698 Est. Cost $44.84 Unrealized
APPS DIGITAL TURBINE INC 0.1%
Value ($000) $649 Shares 9,442 Est. Cost $67.22 Unrealized -7.8%
BIIB BIOGEN INC 0.1%
Value ($000) $648 Shares 2,290 Est. Cost $344.30 Unrealized -4.8%
T AT&T INC 0.1%
Value ($000) $648 Shares 23,994 Est. Cost $15.86 Unrealized +1.3%
NUE NUCOR CORP 0.1%
Value ($000) $632 Shares 6,415 Est. Cost $48.55 Unrealized +104.5%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $631 Shares 3,639 Est. Cost $127.62 Unrealized +22.2%
KKR KKR & CO INC 0.1%
Value ($000) $611 Shares 10,037 Est. Cost $24.31 Unrealized +148.8%
VIVEON HEALTH ACQUISITION CO 0.1%
Value ($000) $585 Shares 58,550 Est. Cost $9.85 Unrealized
DOCS DOXIMITY INC 0.1%
Value ($000) $583 Shares 7,220 Est. Cost $73.14 Unrealized 0.0%
SPSB SPDR SER TR 0.1%
Value ($000) $583 Shares 18,669 Est. Cost $30.91 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $579 Shares 5,685 Est. Cost $81.66 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $575 Shares 10,963 Est. Cost $44.17 Unrealized +10.5%
XENWX EATON VANCE NEW YORK MUN BD 0.1%
Value ($000) $573 Shares 46,734 Est. Cost $11.60 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $568 Shares 7,631 Est. Cost $47.62 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $562 Shares 1,225 Est. Cost $437.83 Unrealized +9.1%
KINS TECHNOLOGY GROUP INC 0.1%
Value ($000) $561 Shares 56,425 Est. Cost $9.81 Unrealized
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $554 Shares 8,975 Est. Cost $61.14 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $550 Shares 1,358 Est. Cost $336.10 Unrealized +19.2%
XYZ SQUARE INC 0.1%
Value ($000) $542 Shares 2,258 Est. Cost $256.87 Unrealized 0.0%
TWELVE SEAS INVESTMENT CO II 0.1%
Value ($000) $541 Shares 54,600 Est. Cost $9.85 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $539 Shares 8,157 Est. Cost $57.18 Unrealized +14.5%
VIRTUS ALLIANZGI ARTIFICIAL 0.1%
Value ($000) $537 Shares 20,130 Est. Cost $26.56 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $536 Shares 4,565 Est. Cost $122.36 Unrealized
ZANITE ACQUISITION CORP 0.1%
Value ($000) $527 Shares 52,125 Est. Cost $10.08 Unrealized
ZS ZSCALER INC 0.1%
Value ($000) $520 Shares 1,984 Est. Cost $251.10 Unrealized 0.0%
GLOBIS ACQUISITION CORP 0.1%
Value ($000) $519 Shares 51,607 Est. Cost $9.92 Unrealized
BIG CYPRESS ACQUISITION CORP 0.1%
Value ($000) $510 Shares 50,575 Est. Cost $9.97 Unrealized
BENESSERE CAPITAL ACQUSTN CO 0.1%
Value ($000) $509 Shares 50,650 Est. Cost $9.93 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $505 Shares 7,335 Est. Cost $48.97 Unrealized
VENTOUX CCM ACQUISITION CORP 0.1%
Value ($000) $500 Shares 50,000 Est. Cost $9.80 Unrealized
SVB FINANCIAL GROUP 0.1%
Value ($000) $496 Shares 767 Est. Cost $396.49 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $492 Shares 2,379 Est. Cost $109.40 Unrealized +85.5%
XNBOX NEUBERGER BERMAN N Y MUN FD 0.1%
Value ($000) $491 Shares 37,370 Est. Cost $12.31 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $491 Shares 10,153 Est. Cost $49.18 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $486 Shares 12,481 Est. Cost $39.39 Unrealized
LMF ACQUISITION OPPORTUNIT I 0.1%
Value ($000) $481 Shares 47,900 Est. Cost $9.92 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $475 Shares 1,667 Est. Cost $237.17 Unrealized +29.1%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $475 Shares 4,660 Est. Cost $103.44 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $473 Shares 10,340 Est. Cost $45.67 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $468 Shares 3,410 Est. Cost $121.60 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $464 Shares 7,562 Est. Cost $60.32 Unrealized
TASTEMAKER ACQUISITION CORP 0.1%
Value ($000) $463 Shares 47,000 Est. Cost $9.74 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $461 Shares 7,746 Est. Cost $35.12 Unrealized +32.9%
INVESCO TR INVT GRADE NEW YO 0.1%
Value ($000) $453 Shares 33,509 Est. Cost $13.07 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $453 Shares 3,140 Est. Cost $144.27 Unrealized
ALC ALCON AG 0.1%
Value ($000) $452 Shares 5,546 Est. Cost $62.81 Unrealized +21.0%
STONEBRIDGE ACQUISITION CORP 0.1%
Value ($000) $444 Shares 44,800 Est. Cost $9.91 Unrealized
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $443 Shares 17,170 Est. Cost $18.20 Unrealized
INVH INVITATION HOMES INC 0.1%
Value ($000) $443 Shares 11,566 Est. Cost $34.81 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $443 Shares 3,477 Est. Cost $98.32 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $442 Shares 22,013 Est. Cost $18.67 Unrealized
ADIT EDTECH ACQUISITION CORP 0.1%
Value ($000) $441 Shares 45,275 Est. Cost $9.63 Unrealized
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $440 Shares 3,692 Est. Cost $79.91 Unrealized 0.0%
SPYG SPDR SER TR 0.1%
Value ($000) $436 Shares 6,808 Est. Cost $49.47 Unrealized
DTF TAX-FREE INCOME INC 0.0%
Value ($000) $428 Shares 29,613 Est. Cost $13.98 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $423 Shares 2,523 Est. Cost $152.75 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $420 Shares 7,135 Est. Cost $55.63 Unrealized -12.9%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $418 Shares 5,105 Est. Cost $81.39 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $409 Shares 2,837 Est. Cost $134.23 Unrealized 0.0%
IHF ISHARES TR 0.0%
Value ($000) $406 Shares 1,586 Est. Cost $121.12 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $405 Shares 6,459 Est. Cost $56.02 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $403 Shares 4,933 Est. Cost $77.78 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $367 Shares 4,274 Est. Cost $56.77 Unrealized +36.3%
BLACKROCK ENHANCED GLOBAL DI 0.0%
Value ($000) $364 Shares 31,060 Est. Cost $9.32 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $363 Shares 2,000 Est. Cost $239.41 Unrealized -18.4%
OKTA OKTA INC 0.0%
Value ($000) $359 Shares 1,511 Est. Cost $244.49 Unrealized +1.5%
MGM GROWTH PPTYS LLC 0.0%
Value ($000) $354 Shares 9,254 Est. Cost $36.64 Unrealized
MATTERPORT INC 0.0%
Value ($000) $345 Shares 18,232 Est. Cost $18.92 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $339 Shares 1,373 Est. Cost $167.45 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $336 Shares 7,902 Est. Cost $42.33 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $336 Shares 1,365 Est. Cost $215.68 Unrealized +5.7%
SGOL ABERDEEN STD GOLD ETF TR 0.0%
Value ($000) $334 Shares 19,816 Est. Cost $16.86 Unrealized
OPRX OPTIMIZERX CORP 0.0%
Value ($000) $333 Shares 3,892 Est. Cost $62.74 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $333 Shares 2,024 Est. Cost $145.37 Unrealized +15.5%
CG CARLYLE GROUP INC 0.0%
Value ($000) $331 Shares 7,000 Est. Cost $41.33 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $329 Shares 1,030 Est. Cost $252.96 Unrealized +44.0%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $327 Shares 6,377 Est. Cost $52.67 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $327 Shares 2,286 Est. Cost $86.36 Unrealized +69.9%
WARRIOR TECHNOLOGIES ACQUI C 0.0%
Value ($000) $327 Shares 33,300 Est. Cost $9.67 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $323 Shares 936 Est. Cost $328.69 Unrealized -2.4%
VENUS ACQUISITION CORPORATIO 0.0%
Value ($000) $321 Shares 32,000 Est. Cost $9.94 Unrealized
PROVIDENT BANCORP INC 0.0%
Value ($000) $320 Shares 20,005 Est. Cost $12.92 Unrealized
NEW GERMANY FD INC 0.0%
Value ($000) $314 Shares 15,878 Est. Cost $18.11 Unrealized
FOXWAYNE ENTERPRIS AQSTN COR 0.0%
Value ($000) $314 Shares 31,825 Est. Cost $9.77 Unrealized
MFS INVT GRADE MUN TR 0.0%
Value ($000) $303 Shares 30,347 Est. Cost $9.69 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $297 Shares 732 Est. Cost $344.57 Unrealized +33.5%
IEFA ISHARES TR 0.0%
Value ($000) $281 Shares 3,785 Est. Cost $60.62 Unrealized
IT GARTNER INC 0.0%
Value ($000) $281 Shares 924 Est. Cost $144.06 Unrealized +101.3%
TFI SPDR SER TR 0.0%
Value ($000) $279 Shares 5,419 Est. Cost $50.74 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $278 Shares 1,764 Est. Cost $157.06 Unrealized 0.0%
VOYA GLBL EQTY DIV & PREM OP 0.0%
Value ($000) $277 Shares 46,978 Est. Cost $5.40 Unrealized
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $276 Shares 24,190 Est. Cost $10.16 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $275 Shares 25,000 Est. Cost $11.40 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $273 Shares 4,011 Est. Cost $23.46 Unrealized +20.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $273 Shares 6,087 Est. Cost $39.28 Unrealized +11.2%
PIONEER NAT RES CO 0.0%
Value ($000) $271 Shares 1,630 Est. Cost $158.82 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $271 Shares 200 Est. Cost $97.50 Unrealized +53.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $271 Shares 2,158 Est. Cost $113.45 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $270 Shares 1,566 Est. Cost $95.08 Unrealized +91.3%
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $270 Shares 16,550 Est. Cost $37.73 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $270 Shares 3,370 Est. Cost $70.63 Unrealized
VIRTUS ALLIANZGI EQUITY & CO 0.0%
Value ($000) $264 Shares 8,930 Est. Cost $28.01 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $263 Shares 2,633 Est. Cost $99.89 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $263 Shares 1,130 Est. Cost $209.64 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $262 Shares 1,286 Est. Cost $201.91 Unrealized +8.6%
AON AON PLC 0.0%
Value ($000) $261 Shares 914 Est. Cost $260.29 Unrealized 0.0%
IEUR ISHARES TR 0.0%
Value ($000) $259 Shares 4,614 Est. Cost $56.13 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $257 Shares 2,039 Est. Cost $118.38 Unrealized 0.0%
QUANTUM FINTECH ACQUISTIN CO 0.0%
Value ($000) $253 Shares 25,700 Est. Cost $9.65 Unrealized
JAPAN SMALLER CAPITALIZATION 0.0%
Value ($000) $252 Shares 27,787 Est. Cost $10.89 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $251 Shares 26,500 Est. Cost $8.67 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $242 Shares 766 Est. Cost $197.24 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $240 Shares 820 Est. Cost $280.73 Unrealized
RMCO AMERICAN ACQUISITION OPPT IN 0.0%
Value ($000) $239 Shares 24,149 Est. Cost $9.85 Unrealized +0.2%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $236 Shares 1,315 Est. Cost $149.79 Unrealized
DOW DOW INC 0.0%
Value ($000) $235 Shares 4,087 Est. Cost $43.77 Unrealized +9.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $232 Shares 2,378 Est. Cost $87.25 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $231 Shares 1,786 Est. Cost $115.60 Unrealized +11.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $229 Shares 2,692 Est. Cost $72.53 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $226 Shares 1,491 Est. Cost $141.63 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $222 Shares 355 Est. Cost $457.92 Unrealized +13.4%
CSPI CSP INC 0.0%
Value ($000) $217 Shares 24,250 Est. Cost $6.44 Unrealized -27.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $214 Shares 2,844 Est. Cost $70.02 Unrealized +2.4%
TTD THE TRADE DESK INC 0.0%
Value ($000) $213 Shares 3,035 Est. Cost $64.56 Unrealized +19.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $212 Shares 1,420 Est. Cost $139.71 Unrealized 0.0%
XJEQX ABERDEEN JAPAN EQUITY FD INC 0.0%
Value ($000) $209 Shares 21,405 Est. Cost $8.02 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $208 Shares 1,732 Est. Cost $86.07 Unrealized +31.3%
FNB F N B CORP 0.0%
Value ($000) $208 Shares 17,904 Est. Cost $8.92 Unrealized +10.0%
IGM ISHARES TR 0.0%
Value ($000) $202 Shares 500 Est. Cost $404.00 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $201 Shares 303 Est. Cost $591.84 Unrealized +14.7%
MSFT MICROSOFT CORP 0.0%
Value ($000) $197 Shares 700 Est. Cost $121.78 Unrealized +130.5%
L&F ACQUISITION CORP 0.0%
Value ($000) $184 Shares 18,375 Est. Cost $9.96 Unrealized
BULL HORN HLDGS CORP 0.0%
Value ($000) $174 Shares 17,525 Est. Cost $9.87 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $166 Shares 800 Est. Cost $19.44 Unrealized +6.6%
GOLDEN PATH ACQUISITION CORP 0.0%
Value ($000) $165 Shares 16,600 Est. Cost $9.94 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $155 Shares 15,816 Est. Cost $9.11 Unrealized
FORESIGHT ACQUISITION CORP 0.0%
Value ($000) $148 Shares 15,000 Est. Cost $9.87 Unrealized
BOA ACQUISITION CORP 0.0%
Value ($000) $137 Shares 14,100 Est. Cost $9.65 Unrealized
BETTER WORLD ACQUISITION COR 0.0%
Value ($000) $135 Shares 13,372 Est. Cost $10.00 Unrealized
PROPERTY SOLUTIONS ACQUISITI 0.0%
Value ($000) $134 Shares 13,845 Est. Cost $9.75 Unrealized
HAYMAKER ACQUISITION CORP II 0.0%
Value ($000) $128 Shares 13,100 Est. Cost $9.69 Unrealized
OCA ACQUISITION CORP 0.0%
Value ($000) $119 Shares 12,050 Est. Cost $9.88 Unrealized
EAST RES ACQUISITION CO 0.0%
Value ($000) $119 Shares 12,050 Est. Cost $10.12 Unrealized
CLEANTECH ACQUISITION CORP 0.0%
Value ($000) $107 Shares 10,750 Est. Cost $9.95 Unrealized
BURGUNDY TECHNOLOGY ACQU COR 0.0%
Value ($000) $106 Shares 10,600 Est. Cost $10.00 Unrealized
GROWTH CAP ACQUISITION CORP 0.0%
Value ($000) $100 Shares 10,075 Est. Cost $9.69 Unrealized
EDIFY ACQUISITION CORP 0.0%
Value ($000) $99 Shares 10,100 Est. Cost $9.70 Unrealized
CAPSTAR SPL PURP ACQUISITION 0.0%
Value ($000) $99 Shares 10,000 Est. Cost $10.20 Unrealized
TWELVE SEAS INVESTMENT CO II 0.0%
Value ($000) $98 Shares 10,100 Est. Cost $9.60 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $96.68 Unrealized +48.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 900 Est. Cost $200.72 Unrealized