Waterfront Wealth Inc. Diversified Active

CIK: 0001775210 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 25, 2022

Total Value ($000): $247,503 (99.9% shares, 0.1% debt)

Holdings (235)

BRK/B BERKSHIRE HATHAWAY INC DEL 3.6%
Value ($000) $8,911 Shares 32,637 Est. Cost $223.56 Unrealized +40.3%
CBSH COMMERCE BANCSHARES INC 3.5%
Value ($000) $8,753 Shares 133,330 Est. Cost $46.91 Unrealized +17.5%
UPS UNITED PARCEL SERVICE INC 3.1%
Value ($000) $7,619 Shares 41,739 Est. Cost $137.10 Unrealized +11.9%
AAPL APPLE INC 2.6%
Value ($000) $6,557 Shares 47,957 Est. Cost $121.57 Unrealized +22.3%
JEF JEFFERIES FINL GROUP INC 2.3%
Value ($000) $5,578 Shares 201,944 Est. Cost $18.14 Unrealized +44.9%
CSM PROSHARES TR 1.9%
Value ($000) $4,727 Shares 105,970 Est. Cost $69.30 Unrealized
ADAMS DIVERSIFIED EQUITY FD 1.9%
Value ($000) $4,677 Shares 304,882 Est. Cost $18.58 Unrealized
VOO VANGUARD INDEX FDS 1.9%
Value ($000) $4,596 Shares 13,249 Est. Cost $347.72 Unrealized
ROYCE VALUE TR INC 1.8%
Value ($000) $4,496 Shares 321,841 Est. Cost $18.43 Unrealized
BLACKROCK ENHANCED INTL DIV 1.7%
Value ($000) $4,211 Shares 832,293 Est. Cost $6.16 Unrealized
EUFN ISHARES TR 1.6%
Value ($000) $3,985 Shares 251,133 Est. Cost $18.43 Unrealized
BROOKFIELD ASSET MGMT INC 1.5%
Value ($000) $3,774 Shares 84,871 Est. Cost $42.49 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $3,660 Shares 59,849 Est. Cost $62.60 Unrealized
BLACKROCK ENHANCED EQUITY DI 1.3%
Value ($000) $3,235 Shares 366,386 Est. Cost $9.50 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,939 Shares 11,442 Est. Cost $259.42 Unrealized +1.5%
GOOGL ALPHABET INC 1.2%
Value ($000) $2,907 Shares 1,334 Est. Cost $108.80 Unrealized +7.4%
AVDE AMERICAN CENTY ETF TR 1.2%
Value ($000) $2,898 Shares 56,864 Est. Cost $62.61 Unrealized
FNDF SCHWAB STRATEGIC TR 1.2%
Value ($000) $2,847 Shares 100,578 Est. Cost $29.28 Unrealized
BLACKROCK LTD DURATION INCOM 1.1%
Value ($000) $2,723 Shares 215,296 Est. Cost $15.68 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 1.1%
Value ($000) $2,683 Shares 100,256 Est. Cost $26.43 Unrealized
ALLY ALLY FINL INC 1.1%
Value ($000) $2,609 Shares 77,872 Est. Cost $28.83 Unrealized +20.8%
AVEM AMERICAN CENTY ETF TR 1.0%
Value ($000) $2,596 Shares 49,897 Est. Cost $62.93 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $2,549 Shares 36,449 Est. Cost $68.77 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $2,533 Shares 6,715 Est. Cost $379.42 Unrealized
KKR KKR & CO INC 1.0%
Value ($000) $2,531 Shares 54,685 Est. Cost $36.10 Unrealized +41.0%
UNP UNION PAC CORP 1.0%
Value ($000) $2,382 Shares 11,169 Est. Cost $187.37 Unrealized +11.4%
AVUV AMERICAN CENTY ETF TR 0.9%
Value ($000) $2,343 Shares 34,271 Est. Cost $79.69 Unrealized
ATLAS AIR WORLDWIDE HLDGS IN 0.9%
Value ($000) $2,232 Shares 36,162 Est. Cost $57.72 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,153 Shares 26,902 Est. Cost $84.42 Unrealized
DQ DAQO NEW ENERGY CORP 0.9%
Value ($000) $2,140 Shares 29,979 Est. Cost $46.76 Unrealized
TEMPLETON EMERGING MKTS INCO 0.8%
Value ($000) $2,053 Shares 380,913 Est. Cost $6.75 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 0.8%
Value ($000) $1,975 Shares 244,439 Est. Cost $9.70 Unrealized
FNDC SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,945 Shares 63,959 Est. Cost $34.92 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.7%
Value ($000) $1,779 Shares 134,137 Est. Cost $11.06 Unrealized +23.2%
GM GENERAL MTRS CO 0.7%
Value ($000) $1,773 Shares 55,810 Est. Cost $39.50 Unrealized -8.4%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,737 Shares 12,305 Est. Cost $96.57 Unrealized +21.7%
M MACYS INC 0.7%
Value ($000) $1,693 Shares 92,390 Est. Cost $18.46 Unrealized +22.5%
MU MICRON TECHNOLOGY INC 0.7%
Value ($000) $1,689 Shares 30,559 Est. Cost $69.03 Unrealized -3.6%
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $1,644 Shares 39,472 Est. Cost $49.67 Unrealized
BLACKROCK CR ALLOCATION INCO 0.7%
Value ($000) $1,613 Shares 148,097 Est. Cost $13.17 Unrealized
BLACKROCK MUN TARGET TERM TR 0.6%
Value ($000) $1,604 Shares 72,412 Est. Cost $25.05 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,526 Shares 65,478 Est. Cost $28.97 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,521 Shares 24,240 Est. Cost $68.27 Unrealized
CRTO CRITEO S A 0.6%
Value ($000) $1,458 Shares 59,734 Est. Cost $22.88 Unrealized
ORANY ORANGE 0.6%
Value ($000) $1,428 Shares 121,291 Est. Cost $11.86 Unrealized
VTRS VIATRIS INC 0.6%
Value ($000) $1,383 Shares 132,097 Est. Cost $11.05 Unrealized -15.9%
SUZ SUZANO S A 0.6%
Value ($000) $1,367 Shares 144,151 Est. Cost $11.19 Unrealized
TPH TRI POINTE HOMES INC 0.6%
Value ($000) $1,365 Shares 80,927 Est. Cost $20.73 Unrealized -5.4%
BLACKROCK FLOATING RATE INC 0.5%
Value ($000) $1,308 Shares 118,712 Est. Cost $12.64 Unrealized
CANADIAN PAC RY LTD 0.5%
Value ($000) $1,285 Shares 18,403 Est. Cost $72.85 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,251 Shares 33,435 Est. Cost $46.42 Unrealized -12.5%
NOK NOKIA CORP 0.5%
Value ($000) $1,240 Shares 268,963 Est. Cost $4.35 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,219 Shares 14,230 Est. Cost $30.80 Unrealized +158.4%
VEA VANGUARD TAX-MANAGED INTL FD 0.5%
Value ($000) $1,217 Shares 29,822 Est. Cost $48.50 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,184 Shares 28,596 Est. Cost $41.01 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,177 Shares 8,928 Est. Cost $130.92 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $1,149 Shares 5,154 Est. Cost $264.77 Unrealized
DES WISDOMTREE TR 0.5%
Value ($000) $1,138 Shares 40,342 Est. Cost $28.13 Unrealized
FNDA SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,131 Shares 24,986 Est. Cost $42.93 Unrealized
CSIQ CANADIAN SOLAR INC 0.4%
Value ($000) $1,107 Shares 35,555 Est. Cost $35.95 Unrealized -14.5%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,090 Shares 10,267 Est. Cost $126.32 Unrealized -0.9%
KD KYNDRYL HLDGS INC 0.4%
Value ($000) $1,089 Shares 111,358 Est. Cost $16.92 Unrealized -31.2%
AVUS AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,081 Shares 16,616 Est. Cost $80.16 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $1,071 Shares 14,077 Est. Cost $71.91 Unrealized +0.7%
DGS WISDOMTREE TR 0.4%
Value ($000) $1,070 Shares 23,961 Est. Cost $47.88 Unrealized
VOD VODAFONE GROUP PLC NEW 0.4%
Value ($000) $1,043 Shares 66,966 Est. Cost $16.26 Unrealized
BLACKROCK INC 0.4%
Value ($000) $1,037 Shares 1,703 Est. Cost $723.50 Unrealized
TSE TRINSEO PLC 0.4%
Value ($000) $1,017 Shares 26,437 Est. Cost $50.07 Unrealized -15.3%
BX BLACKSTONE INC 0.4%
Value ($000) $1,013 Shares 11,100 Est. Cost $116.12 Unrealized -17.2%
VIV TELEFONICA BRASIL SA 0.4%
Value ($000) $965 Shares 106,508 Est. Cost $8.73 Unrealized
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $959 Shares 22,746 Est. Cost $48.98 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $957 Shares 2,950 Est. Cost $258.27 Unrealized +12.6%
DIS DISNEY WALT CO 0.4%
Value ($000) $947 Shares 10,033 Est. Cost $140.23 Unrealized -22.7%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $940 Shares 9,523 Est. Cost $80.80 Unrealized +5.7%
WMT WALMART INC 0.4%
Value ($000) $926 Shares 7,613 Est. Cost $44.90 Unrealized -1.9%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $923 Shares 6,372 Est. Cost $67.19 Unrealized +112.4%
CI CIGNA CORP NEW 0.4%
Value ($000) $915 Shares 3,471 Est. Cost $190.59 Unrealized +26.7%
SBRA SABRA HEALTH CARE REIT INC 0.4%
Value ($000) $901 Shares 64,522 Est. Cost $17.35 Unrealized
CG CARLYLE GROUP INC 0.4%
Value ($000) $900 Shares 28,440 Est. Cost $47.16 Unrealized -28.8%
BOND PIMCO ETF TR 0.4%
Value ($000) $886 Shares 9,303 Est. Cost $109.83 Unrealized
FRME FIRST MERCHANTS CORP 0.4%
Value ($000) $871 Shares 24,439 Est. Cost $25.94 Unrealized +32.0%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $865 Shares 1,369 Est. Cost $37.79 Unrealized +13.8%
BIDU BAIDU INC 0.3%
Value ($000) $858 Shares 5,766 Est. Cost $194.67 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $849 Shares 17,693 Est. Cost $58.98 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.3%
Value ($000) $825 Shares 5,286 Est. Cost $148.91 Unrealized +3.4%
TSLA TESLA INC 0.3%
Value ($000) $822 Shares 1,220 Est. Cost $177.16 Unrealized +54.1%
UNM UNUM GROUP 0.3%
Value ($000) $816 Shares 23,992 Est. Cost $27.94 Unrealized +21.1%
SNY SANOFI 0.3%
Value ($000) $814 Shares 16,264 Est. Cost $50.26 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.3%
Value ($000) $798 Shares 81,683 Est. Cost $11.95 Unrealized
PGR PROGRESSIVE CORP 0.3%
Value ($000) $796 Shares 6,848 Est. Cost $94.65 Unrealized +9.2%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $771 Shares 3,308 Est. Cost $219.93 Unrealized +3.9%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $765 Shares 1,586 Est. Cost $446.40 Unrealized +5.2%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $744 Shares 5,366 Est. Cost $163.04 Unrealized -3.4%
V VISA INC 0.3%
Value ($000) $741 Shares 3,761 Est. Cost $197.22 Unrealized +2.0%
IWF ISHARES TR 0.3%
Value ($000) $729 Shares 3,334 Est. Cost $246.45 Unrealized
CNDT CONDUENT INC 0.3%
Value ($000) $720 Shares 166,639 Est. Cost $5.45 Unrealized -7.9%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $719 Shares 2,419 Est. Cost $303.35 Unrealized -6.5%
FDT FIRST TR EXCH TRD ALPHDX FD 0.3%
Value ($000) $709 Shares 14,815 Est. Cost $53.09 Unrealized
AEE AMEREN CORP 0.3%
Value ($000) $705 Shares 7,804 Est. Cost $68.86 Unrealized +20.2%
KR KROGER CO 0.3%
Value ($000) $700 Shares 14,798 Est. Cost $29.06 Unrealized +69.3%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $680 Shares 21,841 Est. Cost $23.91 Unrealized +36.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $678 Shares 6,450 Est. Cost $115.79 Unrealized -0.8%
ADSK AUTODESK INC 0.3%
Value ($000) $673 Shares 3,916 Est. Cost $213.38 Unrealized -9.9%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $657 Shares 26,967 Est. Cost $21.97 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $656 Shares 2,079 Est. Cost $323.35 Unrealized +4.3%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $655 Shares 4,231 Est. Cost $201.85 Unrealized -13.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $654 Shares 1,274 Est. Cost $458.96 Unrealized +2.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value ($000) $649 Shares 9,618 Est. Cost $77.42 Unrealized -6.9%
CSCO CISCO SYS INC 0.3%
Value ($000) $646 Shares 15,143 Est. Cost $44.82 Unrealized -4.5%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $644 Shares 5,717 Est. Cost $130.10 Unrealized -13.1%
PFE PFIZER INC 0.3%
Value ($000) $630 Shares 12,010 Est. Cost $28.83 Unrealized +45.6%
KO COCA COLA CO 0.3%
Value ($000) $624 Shares 9,919 Est. Cost $52.82 Unrealized +7.5%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $621 Shares 3,496 Est. Cost $128.94 Unrealized +24.0%
HANESBRANDS INC 0.3%
Value ($000) $619 Shares 60,116 Est. Cost $14.58 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $618 Shares 3,708 Est. Cost $121.63 Unrealized +23.2%
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $609 Shares 14,880 Est. Cost $45.70 Unrealized
BUNGE LIMITED 0.2%
Value ($000) $604 Shares 6,656 Est. Cost $69.90 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $603 Shares 3,454 Est. Cost $206.87 Unrealized -13.2%
CELESTICA INC 0.2%
Value ($000) $593 Shares 60,965 Est. Cost $10.22 Unrealized
PI IMPINJ INC 0.2%
Value ($000) $583 Shares 9,936 Est. Cost $43.33 Unrealized +15.9%
BLACKROCK CORE BD TR 0.2%
Value ($000) $568 Shares 50,192 Est. Cost $15.79 Unrealized
SAN BANCO SANTANDER S.A. 0.2%
Value ($000) $568 Shares 202,843 Est. Cost $3.17 Unrealized
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.2%
Value ($000) $567 Shares 38,246 Est. Cost $13.22 Unrealized +41.4%
KN KNOWLES CORP 0.2%
Value ($000) $566 Shares 32,652 Est. Cost $18.36 Unrealized +2.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $564 Shares 5,995 Est. Cost $111.22 Unrealized -8.5%
DFAX DIMENSIONAL ETF TRUST 0.2%
Value ($000) $561 Shares 26,180 Est. Cost $26.13 Unrealized
TEX TEREX CORP NEW 0.2%
Value ($000) $560 Shares 20,473 Est. Cost $42.02 Unrealized -20.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $559 Shares 5,819 Est. Cost $87.48 Unrealized +1.2%
EMR EMERSON ELEC CO 0.2%
Value ($000) $552 Shares 6,940 Est. Cost $84.52 Unrealized -3.1%
AVDV AMERICAN CENTY ETF TR 0.2%
Value ($000) $548 Shares 10,381 Est. Cost $63.02 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $541 Shares 2,193 Est. Cost $193.72 Unrealized +16.9%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $521 Shares 2,485 Est. Cost $215.61 Unrealized -3.2%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $521 Shares 3,301 Est. Cost $161.59 Unrealized -9.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $515 Shares 14,812 Est. Cost $43.14 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $514 Shares 7,361 Est. Cost $58.62 Unrealized +19.1%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $506 Shares 2,608 Est. Cost $39.88 Unrealized -4.4%
IVV ISHARES TR 0.2%
Value ($000) $500 Shares 1,318 Est. Cost $420.67 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $495 Shares 4,440 Est. Cost $141.54 Unrealized -3.4%
D DOMINION ENERGY INC 0.2%
Value ($000) $493 Shares 6,183 Est. Cost $67.85 Unrealized +2.2%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $491 Shares 4,035 Est. Cost $126.25 Unrealized -1.0%
LVS LAS VEGAS SANDS CORP 0.2%
Value ($000) $489 Shares 14,557 Est. Cost $36.43 Unrealized -9.3%
XPERI HOLDING CORP 0.2%
Value ($000) $486 Shares 33,701 Est. Cost $17.63 Unrealized
AON AON PLC 0.2%
Value ($000) $484 Shares 1,794 Est. Cost $281.51 Unrealized -0.6%
IWD ISHARES TR 0.2%
Value ($000) $483 Shares 3,334 Est. Cost $138.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $482 Shares 9,499 Est. Cost $43.93 Unrealized -8.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $482 Shares 8,297 Est. Cost $65.08 Unrealized -6.5%
HOFT HOOKER FURNISHINGS CORPORATI 0.2%
Value ($000) $465 Shares 29,882 Est. Cost $21.36 Unrealized -20.2%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $458 Shares 12,015 Est. Cost $33.56 Unrealized 0.0%
IR INGERSOLL RAND INC 0.2%
Value ($000) $454 Shares 10,789 Est. Cost $49.85 Unrealized -9.1%
T AT&T INC 0.2%
Value ($000) $451 Shares 21,509 Est. Cost $15.41 Unrealized +5.8%
HLIT HARMONIC INC 0.2%
Value ($000) $450 Shares 51,917 Est. Cost $7.80 Unrealized +15.4%
EMBJ EMBRAER S.A. 0.2%
Value ($000) $449 Shares 51,092 Est. Cost $11.61 Unrealized
BLACKROCK FLOATING RATE INCO 0.2%
Value ($000) $445 Shares 39,106 Est. Cost $13.12 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $432 Shares 6,063 Est. Cost $60.52 Unrealized +6.2%
DBX DROPBOX INC 0.2%
Value ($000) $430 Shares 20,479 Est. Cost $21.62 Unrealized +0.1%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $424 Shares 1,893 Est. Cost $257.67 Unrealized -3.7%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $423 Shares 6,062 Est. Cost $86.55 Unrealized 0.0%
EVRG EVERGY INC 0.2%
Value ($000) $420 Shares 6,441 Est. Cost $44.68 Unrealized +30.4%
XBI SPDR SER TR 0.2%
Value ($000) $420 Shares 5,657 Est. Cost $96.88 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $419 Shares 16,495 Est. Cost $30.04 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $417 Shares 10,009 Est. Cost $43.67 Unrealized -8.3%
CCK CROWN HLDGS INC 0.2%
Value ($000) $409 Shares 4,441 Est. Cost $107.89 Unrealized -4.8%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $406 Shares 40,675 Est. Cost $6.88 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $405 Shares 1,948 Est. Cost $212.01 Unrealized
CNQ CANADIAN NAT RES LTD 0.2%
Value ($000) $384 Shares 7,155 Est. Cost $22.60 Unrealized +13.3%
CRI CARTERS INC 0.2%
Value ($000) $381 Shares 5,408 Est. Cost $74.18 Unrealized -7.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $378 Shares 6,086 Est. Cost $58.15 Unrealized -1.6%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $372 Shares 9,531 Est. Cost $66.80 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $371 Shares 1,882 Est. Cost $191.50 Unrealized +1.1%
QCRH QCR HOLDINGS INC 0.1%
Value ($000) $370 Shares 6,854 Est. Cost $53.74 Unrealized 0.0%
KELLOGG CO 0.1%
Value ($000) $369 Shares 5,178 Est. Cost $50.01 Unrealized +14.6%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $367 Shares 7,410 Est. Cost $55.71 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $366 Shares 6,275 Est. Cost $58.33 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $354 Shares 7,307 Est. Cost $61.02 Unrealized -16.7%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $348 Shares 11,059 Est. Cost $36.25 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $336 Shares 3,306 Est. Cost $93.76 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.1%
Value ($000) $335 Shares 7,897 Est. Cost $46.80 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $331 Shares 11,456 Est. Cost $32.84 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $326 Shares 7,086 Est. Cost $43.56 Unrealized +0.5%
GOOG ALPHABET INC 0.1%
Value ($000) $326 Shares 149 Est. Cost $110.85 Unrealized +5.8%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $317 Shares 4,123 Est. Cost $81.54 Unrealized
BC BRUNSWICK CORP 0.1%
Value ($000) $314 Shares 4,809 Est. Cost $79.63 Unrealized -14.8%
AMARIN CORP PLC 0.1%
Value ($000) $309 Shares 207,345 Est. Cost $2.73 Unrealized
HESS CORP 0.1%
Value ($000) $307 Shares 2,901 Est. Cost $110.04 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $305 Shares 638 Est. Cost $387.65 Unrealized +11.6%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $304 Shares 1,728 Est. Cost $212.62 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $299 Shares 4,794 Est. Cost $67.69 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $297 Shares 5,910 Est. Cost $49.94 Unrealized
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $291 Shares 11,223 Est. Cost $28.25 Unrealized
LEA LEAR CORP 0.1%
Value ($000) $291 Shares 2,310 Est. Cost $136.28 Unrealized -12.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $290 Shares 3,793 Est. Cost $85.86 Unrealized -18.0%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $284 Shares 7,309 Est. Cost $36.41 Unrealized
NUVEEN PFD & INCM SECURTIES 0.1%
Value ($000) $282 Shares 38,906 Est. Cost $9.29 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $281 Shares 5,612 Est. Cost $53.49 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $278 Shares 7,885 Est. Cost $33.14 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $274 Shares 3,419 Est. Cost $73.42 Unrealized -2.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $264 Shares 1,398 Est. Cost $211.93 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $263 Shares 12,448 Est. Cost $32.57 Unrealized
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $262 Shares 12,791 Est. Cost $24.06 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $256 Shares 3,475 Est. Cost $56.51 Unrealized +42.4%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $254 Shares 12,926 Est. Cost $23.67 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $251 Shares 1,744 Est. Cost $134.60 Unrealized +2.0%
SRG SERITAGE GROWTH PPTYS 0.1%
Value ($000) $241 Shares 46,197 Est. Cost $17.81 Unrealized -49.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $238 Shares 850 Est. Cost $316.96 Unrealized
FLEX FLEX LTD 0.1%
Value ($000) $231 Shares 15,936 Est. Cost $11.83 Unrealized +4.7%
BA BOEING CO 0.1%
Value ($000) $228 Shares 1,667 Est. Cost $189.54 Unrealized -22.2%
HBM HUDBAY MINERALS INC 0.1%
Value ($000) $224 Shares 54,826 Est. Cost $5.92 Unrealized +0.9%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $223 Shares 953 Est. Cost $255.64 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $221 Shares 2,427 Est. Cost $69.89 Unrealized +13.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $217 Shares 1,701 Est. Cost $143.57 Unrealized -13.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $214 Shares 2,764 Est. Cost $71.85 Unrealized -4.2%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $214 Shares 6,145 Est. Cost $45.17 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $213 Shares 1,392 Est. Cost $126.41 Unrealized +6.1%
INDA ISHARES TR 0.1%
Value ($000) $213 Shares 5,407 Est. Cost $42.63 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $211 Shares 1,214 Est. Cost $164.33 Unrealized +1.2%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $210 Shares 6,654 Est. Cost $31.56 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $209 Shares 5,338 Est. Cost $41.99 Unrealized -8.7%
IWR ISHARES TR 0.1%
Value ($000) $208 Shares 3,224 Est. Cost $71.07 Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $206 Shares 6,475 Est. Cost $66.15 Unrealized -39.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $204 Shares 2,276 Est. Cost $79.66 Unrealized +12.9%
F FORD MTR CO DEL 0.1%
Value ($000) $204 Shares 18,337 Est. Cost $8.29 Unrealized +27.2%
CMI CUMMINS INC 0.1%
Value ($000) $202 Shares 1,043 Est. Cost $198.26 Unrealized -7.7%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $201 Shares 3,460 Est. Cost $58.09 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $200 Shares 1,500 Est. Cost $121.52 Unrealized +12.1%
CROSSFIRST BANKSHARES INC 0.1%
Value ($000) $200 Shares 15,150 Est. Cost $15.60 Unrealized
NAUTILUS INC 0.1%
Value ($000) $194 Shares 110,858 Est. Cost $11.28 Unrealized
REDWOOD TRUST INC 0.1%
Value ($000) $187 Shares 198,000 Est. Cost $0.94 Unrealized
ASLAN PHARMACEUTICALS LTD 0.1%
Value ($000) $175 Shares 353,000 Est. Cost $1.03 Unrealized
TORTOISE PWR & ENERGY INFRAS 0.1%
Value ($000) $150 Shares 12,000 Est. Cost $12.15 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $144 Shares 18,648 Est. Cost $9.35 Unrealized
TDAY GANNETT CO INC 0.0%
Value ($000) $123 Shares 42,514 Est. Cost $5.58 Unrealized -31.9%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $104 Shares 10,540 Est. Cost $9.30 Unrealized
FSP FRANKLIN STR PPTYS CORP 0.0%
Value ($000) $101 Shares 24,238 Est. Cost $5.11 Unrealized
MFS CHARTER INCOME TR 0.0%
Value ($000) $89 Shares 14,135 Est. Cost $8.50 Unrealized
JAPAN SMALLER CAPITALIZATION 0.0%
Value ($000) $78 Shares 12,400 Est. Cost $6.29 Unrealized