Castle Rock Wealth Management, LLC Diversified Active

CIK: 0001727605 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 31, 2023

Total Value ($000): $223,779 (100.0% shares, 0.0% debt)

Holdings (218)

CVX CHEVRON CORP NEW 7.8%
Value ($000) $17,356 Shares 92,420 Est. Cost $109.15 Unrealized +40.4%
KO COCA COLA CO 6.6%
Value ($000) $14,867 Shares 244,485 Est. Cost $56.68 Unrealized -3.1%
GBIL GOLDMAN SACHS ETF TR 4.3%
Value ($000) $9,652 Shares 96,556 Est. Cost $99.77 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $8,813 Shares 61,199 Est. Cost $100.84 Unrealized +39.5%
MSFT MICROSOFT CORP 2.5%
Value ($000) $5,644 Shares 22,756 Est. Cost $201.50 Unrealized +16.2%
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $4,899 Shares 12,102 Est. Cost $405.12 Unrealized
XYLD GLOBAL X FDS 1.5%
Value ($000) $3,248 Shares 80,001 Est. Cost $48.05 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 1.4%
Value ($000) $3,169 Shares 128,333 Est. Cost $25.59 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $3,153 Shares 31,778 Est. Cost $124.57 Unrealized -20.7%
JEPI J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $2,902 Shares 52,581 Est. Cost $58.89 Unrealized
JPMORGAN CHASE & CO 1.2%
Value ($000) $2,720 Shares 115,885 Est. Cost $14.73 Unrealized
PMAY INNOVATOR ETFS TR 1.1%
Value ($000) $2,534 Shares 88,185 Est. Cost $29.57 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $2,514 Shares 8,569 Est. Cost $310.79 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $2,412 Shares 47,906 Est. Cost $50.38 Unrealized
V VISA INC 1.0%
Value ($000) $2,322 Shares 10,329 Est. Cost $178.17 Unrealized +10.6%
CAG CONAGRA BRANDS INC 1.0%
Value ($000) $2,253 Shares 61,156 Est. Cost $28.88 Unrealized +7.2%
ARCC ARES CAPITAL CORP 0.9%
Value ($000) $2,110 Shares 107,557 Est. Cost $12.59 Unrealized +10.0%
RDVY FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,086 Shares 43,971 Est. Cost $47.18 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,040 Shares 34,211 Est. Cost $59.64 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,966 Shares 11,643 Est. Cost $133.49 Unrealized +17.7%
HD HOME DEPOT INC 0.9%
Value ($000) $1,962 Shares 6,252 Est. Cost $235.30 Unrealized +19.5%
HSY HERSHEY CO 0.9%
Value ($000) $1,949 Shares 8,860 Est. Cost $198.68 Unrealized +6.8%
XLE SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,916 Shares 20,577 Est. Cost $83.65 Unrealized
UMAY INNOVATOR ETFS TR 0.8%
Value ($000) $1,894 Shares 70,664 Est. Cost $28.22 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $1,889 Shares 9,534 Est. Cost $14.67 Unrealized -0.1%
LW LAMB WESTON HLDGS INC 0.8%
Value ($000) $1,818 Shares 18,410 Est. Cost $66.96 Unrealized +20.1%
ABT ABBOTT LABS 0.8%
Value ($000) $1,756 Shares 15,812 Est. Cost $91.38 Unrealized +6.8%
GOOG ALPHABET INC 0.8%
Value ($000) $1,751 Shares 17,658 Est. Cost $109.69 Unrealized -13.6%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $1,693 Shares 12,095 Est. Cost $104.21 Unrealized +12.9%
UDEC INNOVATOR ETFS TR 0.8%
Value ($000) $1,690 Shares 59,904 Est. Cost $27.78 Unrealized
VPU VANGUARD WORLD FDS 0.7%
Value ($000) $1,667 Shares 11,076 Est. Cost $136.51 Unrealized
IWV ISHARES TR 0.7%
Value ($000) $1,665 Shares 7,105 Est. Cost $237.35 Unrealized
IWR ISHARES TR 0.7%
Value ($000) $1,613 Shares 22,313 Est. Cost $77.39 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $1,589 Shares 16,281 Est. Cost $109.58 Unrealized -13.9%
TSLA TESLA INC 0.7%
Value ($000) $1,578 Shares 9,849 Est. Cost $238.83 Unrealized -20.7%
QYLD GLOBAL X FDS 0.7%
Value ($000) $1,560 Shares 92,750 Est. Cost $19.05 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $1,478 Shares 14,514 Est. Cost $107.90 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,420 Shares 12,060 Est. Cost $78.13 Unrealized +23.2%
PJUN INNOVATOR ETFS TR 0.6%
Value ($000) $1,303 Shares 42,514 Est. Cost $29.62 Unrealized
UJUN INNOVATOR ETFS TR 0.6%
Value ($000) $1,302 Shares 47,443 Est. Cost $27.19 Unrealized
OIH VANECK ETF TRUST 0.5%
Value ($000) $1,221 Shares 3,706 Est. Cost $304.91 Unrealized
PFEB INNOVATOR ETFS TR 0.5%
Value ($000) $1,220 Shares 41,988 Est. Cost $28.07 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,207 Shares 2,626 Est. Cost $426.55 Unrealized 0.0%
IYW ISHARES TR 0.5%
Value ($000) $1,190 Shares 14,393 Est. Cost $83.64 Unrealized
VNLA JANUS DETROIT STR TR 0.5%
Value ($000) $1,121 Shares 23,500 Est. Cost $36.44 Unrealized
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $1,099 Shares 2,478 Est. Cost $495.16 Unrealized 0.0%
BX BLACKSTONE INC 0.5%
Value ($000) $1,078 Shares 11,487 Est. Cost $48.71 Unrealized +61.4%
PEP PEPSICO INC 0.5%
Value ($000) $1,073 Shares 6,305 Est. Cost $119.37 Unrealized +34.8%
DIA SPDR DOW JONES INDL AVERAGE 0.5%
Value ($000) $1,049 Shares 3,090 Est. Cost $326.64 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $997 Shares 2,025 Est. Cost $308.84 Unrealized +62.0%
PAPR INNOVATOR ETFS TR 0.4%
Value ($000) $990 Shares 34,280 Est. Cost $29.46 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $955 Shares 22,117 Est. Cost $43.18 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $950 Shares 12,580 Est. Cost $55.75 Unrealized +25.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $950 Shares 3,055 Est. Cost $218.96 Unrealized +35.6%
HYLS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $940 Shares 23,310 Est. Cost $40.31 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $924 Shares 30,644 Est. Cost $21.05 Unrealized
PCAR PACCAR INC 0.4%
Value ($000) $923 Shares 8,228 Est. Cost $36.20 Unrealized +57.5%
PNOV INNOVATOR ETFS TR 0.4%
Value ($000) $907 Shares 28,849 Est. Cost $31.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $906 Shares 22,495 Est. Cost $41.60 Unrealized -26.0%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $900 Shares 13,695 Est. Cost $55.08 Unrealized +7.8%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $887 Shares 5,890 Est. Cost $144.73 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $881 Shares 19,178 Est. Cost $31.99 Unrealized +27.6%
SRLN SSGA ACTIVE ETF TR 0.4%
Value ($000) $879 Shares 20,855 Est. Cost $45.53 Unrealized
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $878 Shares 16,496 Est. Cost $60.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $871 Shares 1,509 Est. Cost $403.97 Unrealized +30.0%
UNOV INNOVATOR ETFS TR 0.4%
Value ($000) $857 Shares 29,902 Est. Cost $28.45 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $843 Shares 5,973 Est. Cost $121.74 Unrealized +6.6%
MCD MCDONALDS CORP 0.4%
Value ($000) $841 Shares 3,062 Est. Cost $188.60 Unrealized +30.0%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $833 Shares 3,696 Est. Cost $161.45 Unrealized +41.8%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $826 Shares 8,705 Est. Cost $68.63 Unrealized +19.0%
MOAT VANECK ETF TRUST 0.4%
Value ($000) $815 Shares 11,293 Est. Cost $66.21 Unrealized
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $814 Shares 3,300 Est. Cost $238.09 Unrealized
XLRE SELECT SECTOR SPDR TR 0.4%
Value ($000) $798 Shares 19,956 Est. Cost $45.86 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $792 Shares 1,586 Est. Cost $299.23 Unrealized +56.7%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $792 Shares 4,975 Est. Cost $77.80 Unrealized +3.2%
CCI CROWN CASTLE INC 0.4%
Value ($000) $786 Shares 5,304 Est. Cost $135.82 Unrealized -16.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $783 Shares 7,239 Est. Cost $102.20 Unrealized -6.5%
TE CONNECTIVITY LTD 0.3%
Value ($000) $783 Shares 6,302 Est. Cost $109.88 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $781 Shares 5,119 Est. Cost $105.85 Unrealized +44.7%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $780 Shares 10,317 Est. Cost $78.57 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $776 Shares 10,638 Est. Cost $68.68 Unrealized
PFFD GLOBAL X FDS 0.3%
Value ($000) $773 Shares 35,988 Est. Cost $25.43 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $772 Shares 2,465 Est. Cost $199.45 Unrealized +49.8%
NOBL PROSHARES TR 0.3%
Value ($000) $764 Shares 8,313 Est. Cost $82.14 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.3%
Value ($000) $763 Shares 19,385 Est. Cost $48.39 Unrealized -13.1%
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $763 Shares 15,400 Est. Cost $50.13 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $763 Shares 2,870 Est. Cost $228.49 Unrealized -0.2%
WMT WALMART INC 0.3%
Value ($000) $758 Shares 5,329 Est. Cost $41.25 Unrealized +10.7%
PAVE GLOBAL X FDS 0.3%
Value ($000) $728 Shares 25,547 Est. Cost $26.16 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $703 Shares 1,926 Est. Cost $22.17 Unrealized +26.5%
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $693 Shares 17,080 Est. Cost $36.26 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $691 Shares 4,668 Est. Cost $217.37 Unrealized -46.4%
PDEC INNOVATOR ETFS TR 0.3%
Value ($000) $688 Shares 22,155 Est. Cost $30.73 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $668 Shares 6,885 Est. Cost $104.65 Unrealized
PJAN INNOVATOR ETFS TR 0.3%
Value ($000) $667 Shares 20,325 Est. Cost $32.84 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $666 Shares 5,271 Est. Cost $101.29 Unrealized -7.7%
FSK FS KKR CAP CORP 0.3%
Value ($000) $656 Shares 33,554 Est. Cost $11.07 Unrealized +3.6%
SLYV SPDR SER TR 0.3%
Value ($000) $654 Shares 8,063 Est. Cost $81.14 Unrealized
DIV GLOBAL X FDS 0.3%
Value ($000) $652 Shares 33,947 Est. Cost $20.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $643 Shares 4,781 Est. Cost $117.50 Unrealized +4.7%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $632 Shares 8,276 Est. Cost $65.20 Unrealized +13.2%
AVGO BROADCOM INC 0.3%
Value ($000) $621 Shares 1,038 Est. Cost $31.60 Unrealized +50.6%
MRNA MODERNA INC 0.3%
Value ($000) $614 Shares 3,179 Est. Cost $163.51 Unrealized 0.0%
IYG ISHARES TR 0.3%
Value ($000) $613 Shares 3,590 Est. Cost $159.00 Unrealized
ITA ISHARES TR 0.3%
Value ($000) $613 Shares 5,392 Est. Cost $113.64 Unrealized
PFXF VANECK ETF TRUST 0.3%
Value ($000) $606 Shares 33,372 Est. Cost $21.49 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $605 Shares 6,904 Est. Cost $61.87 Unrealized +38.9%
DIS DISNEY WALT CO 0.3%
Value ($000) $600 Shares 5,464 Est. Cost $136.18 Unrealized -31.4%
FALN ISHARES TR 0.3%
Value ($000) $597 Shares 23,456 Est. Cost $29.82 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $589 Shares 7,941 Est. Cost $88.07 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $584 Shares 7,767 Est. Cost $76.28 Unrealized -13.5%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $581 Shares 8,656 Est. Cost $61.39 Unrealized +5.4%
RIO RIO TINTO PLC 0.3%
Value ($000) $564 Shares 7,011 Est. Cost $75.95 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $557 Shares 2,760 Est. Cost $151.71 Unrealized +24.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $555 Shares 4,312 Est. Cost $106.90 Unrealized +13.6%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $554 Shares 8,584 Est. Cost $52.50 Unrealized +10.5%
RSPN INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $550 Shares 2,943 Est. Cost $198.60 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $543 Shares 3,495 Est. Cost $144.83 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $522 Shares 5,250 Est. Cost $101.97 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $507 Shares 3,781 Est. Cost $102.62 Unrealized +6.1%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $500 Shares 2,263 Est. Cost $201.16 Unrealized -7.2%
ABBV ABBVIE INC 0.2%
Value ($000) $497 Shares 3,369 Est. Cost $127.12 Unrealized +7.9%
MCO MOODYS CORP 0.2%
Value ($000) $491 Shares 1,543 Est. Cost $267.92 Unrealized -0.6%
SMH VANECK ETF TRUST 0.2%
Value ($000) $490 Shares 2,034 Est. Cost $240.86 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $489 Shares 4,682 Est. Cost $136.88 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $487 Shares 6,673 Est. Cost $49.86 Unrealized +30.8%
TGT TARGET CORP 0.2%
Value ($000) $487 Shares 2,915 Est. Cost $153.87 Unrealized -8.4%
MCK MCKESSON CORP 0.2%
Value ($000) $484 Shares 1,261 Est. Cost $314.09 Unrealized +16.9%
INTC INTEL CORP 0.2%
Value ($000) $482 Shares 16,030 Est. Cost $39.04 Unrealized -31.7%
MRK MERCK & CO INC 0.2%
Value ($000) $480 Shares 4,493 Est. Cost $70.22 Unrealized +32.1%
EIX EDISON INTL 0.2%
Value ($000) $479 Shares 7,000 Est. Cost $41.72 Unrealized +27.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $476 Shares 10,737 Est. Cost $30.29 Unrealized +15.6%
DGRO ISHARES TR 0.2%
Value ($000) $454 Shares 8,862 Est. Cost $46.50 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $442 Shares 3,549 Est. Cost $47.19 Unrealized +131.8%
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $438 Shares 3,666 Est. Cost $129.34 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $437 Shares 1,911 Est. Cost $137.71 Unrealized +43.4%
CWB SPDR SER TR 0.2%
Value ($000) $437 Shares 6,431 Est. Cost $86.31 Unrealized
PJUL INNOVATOR ETFS TR 0.2%
Value ($000) $434 Shares 13,908 Est. Cost $30.47 Unrealized
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $434 Shares 1,763 Est. Cost $349.24 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $429 Shares 2,234 Est. Cost $159.83 Unrealized +5.9%
BAC BANK AMERICA CORP 0.2%
Value ($000) $411 Shares 11,605 Est. Cost $25.83 Unrealized +22.8%
IYJ ISHARES TR 0.2%
Value ($000) $394 Shares 3,910 Est. Cost $100.77 Unrealized
XRT SPDR SER TR 0.2%
Value ($000) $394 Shares 5,828 Est. Cost $96.43 Unrealized
HANESBRANDS INC 0.2%
Value ($000) $388 Shares 49,254 Est. Cost $0.71 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $387 Shares 4,953 Est. Cost $88.10 Unrealized -12.5%
TIP ISHARES TR 0.2%
Value ($000) $384 Shares 3,515 Est. Cost $127.46 Unrealized
UFEB INNOVATOR ETFS TR 0.2%
Value ($000) $381 Shares 14,432 Est. Cost $27.36 Unrealized
SHM SPDR SER TR 0.2%
Value ($000) $374 Shares 7,850 Est. Cost $49.83 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.2%
Value ($000) $369 Shares 21,089 Est. Cost $19.99 Unrealized
T AT&T INC 0.2%
Value ($000) $357 Shares 17,841 Est. Cost $15.83 Unrealized -4.6%
GII SPDR INDEX SHS FDS 0.2%
Value ($000) $353 Shares 6,360 Est. Cost $50.36 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $352 Shares 12,780 Est. Cost $22.59 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.2%
Value ($000) $345 Shares 30,182 Est. Cost $14.44 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $344 Shares 1,641 Est. Cost $179.17 Unrealized -0.2%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $339 Shares 2,536 Est. Cost $122.81 Unrealized
XEL XCEL ENERGY INC 0.2%
Value ($000) $338 Shares 4,915 Est. Cost $59.11 Unrealized +0.8%
SRE SEMPRA 0.1%
Value ($000) $335 Shares 2,087 Est. Cost $52.28 Unrealized +33.5%
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $333 Shares 6,655 Est. Cost $51.91 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $332 Shares 4,886 Est. Cost $45.98 Unrealized +13.6%
POCT INNOVATOR ETFS TR 0.1%
Value ($000) $331 Shares 10,600 Est. Cost $30.45 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $329 Shares 6,850 Est. Cost $51.52 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $323 Shares 882 Est. Cost $319.83 Unrealized 0.0%
MUNI PIMCO ETF TR 0.1%
Value ($000) $320 Shares 6,105 Est. Cost $56.91 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value ($000) $315 Shares 25,208 Est. Cost $14.77 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $310 Shares 763 Est. Cost $406.91 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $310 Shares 1,215 Est. Cost $204.92 Unrealized +18.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $306 Shares 1,755 Est. Cost $150.98 Unrealized +0.6%
PTMC PACER FDS TR 0.1%
Value ($000) $305 Shares 9,097 Est. Cost $33.75 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $300 Shares 3,980 Est. Cost $90.74 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $298 Shares 2,059 Est. Cost $176.95 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $296 Shares 3,224 Est. Cost $71.13 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $290 Shares 12,714 Est. Cost $16.89 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $286 Shares 1,015 Est. Cost $211.86 Unrealized +12.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $283 Shares 2,175 Est. Cost $112.73 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $282 Shares 2,213 Est. Cost $131.94 Unrealized -27.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $282 Shares 1,570 Est. Cost $155.63 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $281 Shares 2,695 Est. Cost $82.79 Unrealized -1.8%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $280 Shares 1,606 Est. Cost $149.19 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $280 Shares 3,670 Est. Cost $83.05 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $268 Shares 6,823 Est. Cost $36.55 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $268 Shares 2,461 Est. Cost $78.61 Unrealized +11.4%
PFE PFIZER INC 0.1%
Value ($000) $266 Shares 6,002 Est. Cost $40.19 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $262 Shares 20,870 Est. Cost $14.59 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $260 Shares 1,895 Est. Cost $137.22 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $259 Shares 745 Est. Cost $345.79 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $257 Shares 818 Est. Cost $275.48 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $257 Shares 680 Est. Cost $323.40 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $256 Shares 5,440 Est. Cost $52.30 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $252 Shares 157 Est. Cost $30.11 Unrealized -0.8%
SHV ISHARES TR 0.1%
Value ($000) $244 Shares 2,213 Est. Cost $110.69 Unrealized
PTLC PACER FDS TR 0.1%
Value ($000) $241 Shares 6,401 Est. Cost $36.08 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $240 Shares 1,758 Est. Cost $136.69 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $239 Shares 1,855 Est. Cost $114.06 Unrealized 0.0%
PAUG INNOVATOR ETFS TR 0.1%
Value ($000) $234 Shares 7,992 Est. Cost $29.30 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $233 Shares 1,021 Est. Cost $217.94 Unrealized +3.8%
WPC WP CAREY INC 0.1%
Value ($000) $226 Shares 2,655 Est. Cost $85.13 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $221 Shares 808 Est. Cost $264.08 Unrealized 0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $220 Shares 9,542 Est. Cost $23.10 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $220 Shares 1,085 Est. Cost $200.91 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $220 Shares 1,160 Est. Cost $189.29 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $218 Shares 16,850 Est. Cost $7.56 Unrealized +33.2%
TDTT FLEXSHARES TR 0.1%
Value ($000) $218 Shares 9,130 Est. Cost $26.46 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $217 Shares 4,481 Est. Cost $41.47 Unrealized 0.0%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $214 Shares 4,104 Est. Cost $52.07 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $212 Shares 1,358 Est. Cost $139.69 Unrealized 0.0%
DON WISDOMTREE TR 0.1%
Value ($000) $212 Shares 4,826 Est. Cost $43.84 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $209 Shares 471 Est. Cost $403.95 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 2,825 Est. Cost $73.07 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $203 Shares 3,240 Est. Cost $71.73 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $203 Shares 1,046 Est. Cost $194.20 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $203 Shares 1,550 Est. Cost $133.39 Unrealized -0.1%
MMM 3M CO 0.1%
Value ($000) $203 Shares 1,784 Est. Cost $105.20 Unrealized -13.8%
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $202 Shares 10,559 Est. Cost $19.32 Unrealized
ARKW ARK ETF TR 0.1%
Value ($000) $200 Shares 4,192 Est. Cost $131.20 Unrealized
GAIN GLADSTONE INVT CORP 0.1%
Value ($000) $195 Shares 14,175 Est. Cost $9.55 Unrealized -10.0%
GPRO GOPRO INC 0.0%
Value ($000) $68 Shares 11,000 Est. Cost $9.92 Unrealized -47.1%
MATTERPORT INC 0.0%
Value ($000) $39 Shares 11,682 Est. Cost $8.72 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $29 Shares 22,500 Est. Cost $4.05 Unrealized -61.1%