PIN OAK INVESTMENT ADVISORS INC Diversified Active

CIK: 0001094584 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $98,836 (100.0% shares, 0.0% debt)

Holdings (427)

BRK/B Berkshire Hathaway B 5.6%
Value ($000) $5,582 Shares 18,669 Est. Cost $206.26 Unrealized +38.9%
AAPL Apple Computer 5.5%
Value ($000) $5,414 Shares 30,488 Est. Cost $90.43 Unrealized +71.1%
KRP Kimbell Royalty Partners 5.2%
Value ($000) $5,131 Shares 376,423 Est. Cost $13.49 Unrealized
DVN Devon Energy 3.6%
Value ($000) $3,545 Shares 80,482 Est. Cost $33.46 Unrealized +0.4%
Pioneer Natural Res 3.5%
Value ($000) $3,474 Shares 19,100 Est. Cost $181.59 Unrealized
NXST Nexstar Broadcasting Group Inc 3.5%
Value ($000) $3,447 Shares 22,830 Est. Cost $61.34 Unrealized +118.6%
EPD Enterprise Ptnrs 3.4%
Value ($000) $3,386 Shares 154,209 Est. Cost $23.30 Unrealized
EOG EOG Resources Inc 2.8%
Value ($000) $2,748 Shares 30,934 Est. Cost $64.76 Unrealized +13.2%
GOOGL Alphabet, Inc. 2.6%
Value ($000) $2,581 Shares 891 Est. Cost $59.00 Unrealized +142.3%
ET Energy Transfer Operating, LP 2.3%
Value ($000) $2,310 Shares 280,723 Est. Cost $8.25 Unrealized
CVX ChevronTexaco 2.2%
Value ($000) $2,212 Shares 18,852 Est. Cost $82.32 Unrealized +16.7%
Magellan Prtnrs LP 2.2%
Value ($000) $2,200 Shares 47,380 Est. Cost $40.54 Unrealized
AR Antero Resources Corp 2.2%
Value ($000) $2,166 Shares 123,778 Est. Cost $18.95 Unrealized 0.0%
Howard Hughes Corp 2.2%
Value ($000) $2,130 Shares 20,932 Est. Cost $97.78 Unrealized
NOG Northern Oil & Gas Inc 2.1%
Value ($000) $2,105 Shares 102,285 Est. Cost $22.35 Unrealized 0.0%
Shell Midstream Partners LP 2.1%
Value ($000) $2,097 Shares 181,999 Est. Cost $9.46 Unrealized
XOM Exxon Mobil Corp 1.7%
Value ($000) $1,717 Shares 28,060 Est. Cost $55.90 Unrealized -3.6%
OPTU Altice U S A Inc 1.7%
Value ($000) $1,644 Shares 101,637 Est. Cost $22.81 Unrealized -25.7%
MSFT Microsoft Inc 1.6%
Value ($000) $1,589 Shares 4,723 Est. Cost $97.01 Unrealized +223.1%
PFE Pfizer Inc 1.6%
Value ($000) $1,553 Shares 26,297 Est. Cost $23.80 Unrealized +69.0%
SPY S&P Depository Receipts 1.6%
Value ($000) $1,548 Shares 3,259 Est. Cost $303.64 Unrealized
IBKR Interactive Brokers Group Inc 1.4%
Value ($000) $1,423 Shares 17,915 Est. Cost $13.43 Unrealized +35.4%
GOOG Alphabet, Inc. 1.3%
Value ($000) $1,305 Shares 451 Est. Cost $51.64 Unrealized +177.8%
JNJ Johnson & Johnson 1.3%
Value ($000) $1,278 Shares 7,469 Est. Cost $111.10 Unrealized +30.6%
WMT Walmart 1.0%
Value ($000) $1,023 Shares 7,071 Est. Cost $28.13 Unrealized +60.6%
PAGP Plains GP Hldgs 1.0%
Value ($000) $987 Shares 97,365 Est. Cost $5.61 Unrealized
BAC Bank of America 0.9%
Value ($000) $884 Shares 19,867 Est. Cost $24.01 Unrealized +70.9%
GLD Streetracks Gold Shs 0.9%
Value ($000) $873 Shares 5,106 Est. Cost $164.32 Unrealized
GT Goodyear Tire & Rubber 0.9%
Value ($000) $851 Shares 39,920 Est. Cost $21.60 Unrealized -3.9%
Western Asset Managed High Inc 0.7%
Value ($000) $729 Shares 140,241 Est. Cost $5.04 Unrealized
Doubleline Income Solutions 0.7%
Value ($000) $698 Shares 43,315 Est. Cost $17.93 Unrealized
AMZN Amazon.com Inc 0.7%
Value ($000) $644 Shares 193 Est. Cost $124.23 Unrealized +37.8%
HAL Halliburton Co 0.6%
Value ($000) $608 Shares 26,595 Est. Cost $21.84 Unrealized -0.3%
LOW Lowes Cos Inc 0.6%
Value ($000) $592 Shares 2,289 Est. Cost $99.74 Unrealized +120.4%
First Trust High Inc Long/Shrt Common 0.5%
Value ($000) $543 Shares 34,828 Est. Cost $16.22 Unrealized
INTC Intel Corp 0.5%
Value ($000) $514 Shares 9,985 Est. Cost $36.68 Unrealized +28.9%
ABBV Abbvie Inc 0.5%
Value ($000) $504 Shares 3,720 Est. Cost $69.09 Unrealized +47.2%
Cyrusone Llc 0.5%
Value ($000) $500 Shares 5,569 Est. Cost $59.49 Unrealized
CSCO Cisco Systems Inc 0.5%
Value ($000) $472 Shares 7,449 Est. Cost $29.70 Unrealized +69.9%
Cedar Fair LP 0.5%
Value ($000) $464 Shares 9,275 Est. Cost $43.37 Unrealized
JPM JP Morgan Chase 0.5%
Value ($000) $452 Shares 2,854 Est. Cost $86.07 Unrealized +71.8%
BRK/A Berkshire Hathaway 0.5%
Value ($000) $451 Shares 1 Est. Cost $366657.40 Unrealized +17.8%
Royal Dutch Shell B 0.5%
Value ($000) $451 Shares 10,414 Est. Cost $66.97 Unrealized
ABT Abbott Labs 0.4%
Value ($000) $424 Shares 3,016 Est. Cost $66.47 Unrealized +78.6%
BA Boeing 0.4%
Value ($000) $404 Shares 2,005 Est. Cost $248.73 Unrealized -15.1%
WFC Wells Fargo & Co 0.4%
Value ($000) $398 Shares 8,296 Est. Cost $36.54 Unrealized +21.6%
Kirkland Lake Gold Ltd 0.4%
Value ($000) $366 Shares 8,722 Est. Cost $29.60 Unrealized
META Facebook Inc Class A 0.4%
Value ($000) $365 Shares 1,085 Est. Cost $171.09 Unrealized +92.7%
NSC Norfolk Southern Corp 0.4%
Value ($000) $363 Shares 1,218 Est. Cost $117.33 Unrealized +117.5%
NKE Nike Inc 0.4%
Value ($000) $357 Shares 2,141 Est. Cost $52.62 Unrealized +193.7%
GS Goldman Sachs 0.4%
Value ($000) $353 Shares 922 Est. Cost $182.90 Unrealized +94.9%
DIS Disney, Walt Hldg Co 0.3%
Value ($000) $342 Shares 2,209 Est. Cost $123.73 Unrealized +27.5%
UNP Union Pacific 0.3%
Value ($000) $322 Shares 1,278 Est. Cost $104.90 Unrealized +104.9%
KO Coca Cola 0.3%
Value ($000) $317 Shares 5,353 Est. Cost $35.83 Unrealized +37.3%
EV Limited Duration Income 0.3%
Value ($000) $315 Shares 24,028 Est. Cost $13.09 Unrealized
PEP Pepsico 0.3%
Value ($000) $308 Shares 1,773 Est. Cost $93.43 Unrealized +53.5%
IWF iShares Russell 1000 Growth ETF 0.3%
Value ($000) $307 Shares 1,004 Est. Cost $156.27 Unrealized
PLTR Palantir Technologies Inc 0.3%
Value ($000) $304 Shares 16,685 Est. Cost $22.08 Unrealized 0.0%
HD Home Depot Inc 0.3%
Value ($000) $303 Shares 730 Est. Cost $155.08 Unrealized +121.3%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $295 Shares 5,768 Est. Cost $45.18 Unrealized
Blackrock Inc 0.3%
Value ($000) $288 Shares 315 Est. Cost $499.41 Unrealized
CCI Crown Castle Int'l 0.3%
Value ($000) $271 Shares 1,299 Est. Cost $85.86 Unrealized +74.7%
PG Procter & Gamble Co 0.3%
Value ($000) $268 Shares 1,636 Est. Cost $68.52 Unrealized +95.8%
RSP Invesco SP500 Eq Wgt 0.3%
Value ($000) $265 Shares 1,628 Est. Cost $145.82 Unrealized
ADI Analog Devices 0.3%
Value ($000) $264 Shares 1,500 Est. Cost $76.11 Unrealized +116.4%
KHC Kraft Heinz Co 0.3%
Value ($000) $264 Shares 7,340 Est. Cost $33.28 Unrealized -11.4%
Kayne Anderson MLP Invt 0.3%
Value ($000) $264 Shares 33,862 Est. Cost $16.41 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $253 Shares 3,505 Est. Cost $40.34 Unrealized +55.3%
BP BP PLC ADR 0.2%
Value ($000) $241 Shares 9,032 Est. Cost $20.27 Unrealized
Royal Dutch Shell 0.2%
Value ($000) $240 Shares 5,531 Est. Cost $39.87 Unrealized
VIG Vanguard Div Apprciation 0.2%
Value ($000) $231 Shares 1,345 Est. Cost $102.04 Unrealized
America Movil Sab L Adrf 0.2%
Value ($000) $229 Shares 10,850 Est. Cost $21.11 Unrealized
DE Deere & Co 0.2%
Value ($000) $224 Shares 652 Est. Cost $123.82 Unrealized +165.4%
HAS Hasbro Inc 0.2%
Value ($000) $223 Shares 2,190 Est. Cost $68.83 Unrealized +17.2%
ADBE Adobe Systems 0.2%
Value ($000) $216 Shares 381 Est. Cost $186.63 Unrealized +234.9%
Brookfield Asset Mgmt 0.2%
Value ($000) $214 Shares 3,549 Est. Cost $39.98 Unrealized
OXY Occidental Petroleum 0.2%
Value ($000) $206 Shares 7,120 Est. Cost $42.04 Unrealized -29.6%
IWR IShares Russell Midcap Index Fund 0.2%
Value ($000) $202 Shares 2,430 Est. Cost $72.42 Unrealized
BIIB Biogen IDEC Inc 0.2%
Value ($000) $197 Shares 820 Est. Cost $318.15 Unrealized -19.2%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $188 Shares 779 Est. Cost $188.18 Unrealized
SHW Sherwin Williams 0.2%
Value ($000) $183 Shares 521 Est. Cost $225.95 Unrealized +37.8%
MRK Merck & Co Inc New 0.2%
Value ($000) $182 Shares 2,371 Est. Cost $44.48 Unrealized +57.1%
CPT Camden Property Tr 0.2%
Value ($000) $181 Shares 1,013 Est. Cost $84.79 Unrealized +67.9%
SBUX Starbucks Corp 0.2%
Value ($000) $168 Shares 1,438 Est. Cost $52.43 Unrealized +94.9%
GD General Dynamics Corp 0.2%
Value ($000) $168 Shares 804 Est. Cost $168.45 Unrealized +10.0%
MA MasterCard Inc 0.2%
Value ($000) $167 Shares 464 Est. Cost $211.97 Unrealized +59.4%
IWD iShares Russell 1000 Value 0.2%
Value ($000) $166 Shares 991 Est. Cost $131.45 Unrealized
V Visa Inc 0.2%
Value ($000) $166 Shares 768 Est. Cost $128.04 Unrealized +62.5%
IAU iShares Gold Trust 0.2%
Value ($000) $161 Shares 4,636 Est. Cost $33.43 Unrealized
GE General Electric 0.2%
Value ($000) $159 Shares 1,683 Est. Cost $62.95 Unrealized -2.2%
TRV Travelers Companies Inc 0.2%
Value ($000) $156 Shares 997 Est. Cost $107.19 Unrealized +34.2%
IVW Ishares S&P 500 Growth 0.2%
Value ($000) $156 Shares 1,860 Est. Cost $86.04 Unrealized
AFG American Financial Group Inc 0.2%
Value ($000) $154 Shares 1,125 Est. Cost $53.47 Unrealized +82.9%
NFLX Netflix Inc 0.2%
Value ($000) $153 Shares 254 Est. Cost $48.22 Unrealized +32.5%
NG Novagold Res Inc New 0.2%
Value ($000) $152 Shares 22,110 Est. Cost $7.40 Unrealized -1.4%
PM Philip Morris Intl 0.2%
Value ($000) $149 Shares 1,571 Est. Cost $68.47 Unrealized +11.5%
MPC Marathon Pete Corp 0.1%
Value ($000) $148 Shares 2,307 Est. Cost $46.87 Unrealized +24.6%
CC Chemours Co 0.1%
Value ($000) $142 Shares 4,225 Est. Cost $12.96 Unrealized +107.2%
XHB SPDR S&P Homebuilders 0.1%
Value ($000) $142 Shares 1,650 Est. Cost $44.24 Unrealized
IWB iShares Russell 1000 0.1%
Value ($000) $139 Shares 526 Est. Cost $148.24 Unrealized
MCD McDonald's 0.1%
Value ($000) $137 Shares 512 Est. Cost $165.86 Unrealized +38.4%
XLK Tech Sel Sector SPDR 0.1%
Value ($000) $137 Shares 786 Est. Cost $73.14 Unrealized
UNH United Healthcare 0.1%
Value ($000) $127 Shares 252 Est. Cost $275.53 Unrealized +53.2%
ACN Accenture Ltd 0.1%
Value ($000) $124 Shares 300 Est. Cost $133.29 Unrealized +157.6%
WPC W P Carey Inc 0.1%
Value ($000) $123 Shares 1,500 Est. Cost $66.88 Unrealized
HPQ Hewlett-Packard 0.1%
Value ($000) $119 Shares 3,162 Est. Cost $16.22 Unrealized +73.8%
VLO Valero Energy 0.1%
Value ($000) $119 Shares 1,584 Est. Cost $66.36 Unrealized -1.9%
VZ Verizon Comm 0.1%
Value ($000) $117 Shares 2,255 Est. Cost $36.52 Unrealized +10.6%
IVV iShares Core S&P 500 0.1%
Value ($000) $117 Shares 245 Est. Cost $430.33 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $116 Shares 2,447 Est. Cost $36.03 Unrealized -9.0%
F Ford Motor Co New 0.1%
Value ($000) $116 Shares 5,572 Est. Cost $7.85 Unrealized +78.3%
SCHX Schwab US LCAP ETF 0.1%
Value ($000) $116 Shares 1,020 Est. Cost $67.62 Unrealized
VWO Vanguard FTSE Emerging Mkts ETF 0.1%
Value ($000) $116 Shares 2,353 Est. Cost $47.46 Unrealized
BX Blackstone Group Inc 0.1%
Value ($000) $115 Shares 889 Est. Cost $44.69 Unrealized +159.8%
MAC Macerich Co 0.1%
Value ($000) $114 Shares 6,570 Est. Cost $8.97 Unrealized
IJR Ishares Core S&P Etf 0.1%
Value ($000) $113 Shares 989 Est. Cost $72.27 Unrealized
NOW ServiceNow Inc 0.1%
Value ($000) $113 Shares 174 Est. Cost $57.91 Unrealized +126.7%
CRM Salesforce.com Inc 0.1%
Value ($000) $113 Shares 445 Est. Cost $163.88 Unrealized +69.4%
LEGR First Trust Indx Inovat 0.1%
Value ($000) $112 Shares 2,583 Est. Cost $42.01 Unrealized
FLR Fluor Corp 0.1%
Value ($000) $109 Shares 4,385 Est. Cost $45.94 Unrealized -53.7%
IBM Intl Business Mach 0.1%
Value ($000) $107 Shares 798 Est. Cost $101.94 Unrealized +4.5%
PYPL Paypal Holdings Incorpor 0.1%
Value ($000) $107 Shares 565 Est. Cost $104.72 Unrealized +106.2%
DNP Select Income 0.1%
Value ($000) $106 Shares 9,750 Est. Cost $10.77 Unrealized
Whiting Petroleum Corp 0.1%
Value ($000) $106 Shares 1,644 Est. Cost $25.01 Unrealized
IWP Ishares Russell Mid Cap 0.1%
Value ($000) $103 Shares 891 Est. Cost $107.53 Unrealized
XLU Sector Spdr Util Sel 0.1%
Value ($000) $102 Shares 1,425 Est. Cost $51.88 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $101 Shares 6,386 Est. Cost $11.67 Unrealized +13.1%
VUG Vanguard Growth 0.1%
Value ($000) $99 Shares 309 Est. Cost $140.88 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $98 Shares 1,120 Est. Cost $43.71 Unrealized +103.4%
ARKQ ARK Autonomous Technology&Robotics ETF 0.1%
Value ($000) $98 Shares 1,268 Est. Cost $76.48 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $98 Shares 1,692 Est. Cost $21.66 Unrealized +50.2%
ZTS Zoetis Inc 0.1%
Value ($000) $95 Shares 388 Est. Cost $71.94 Unrealized +192.6%
PAA Plains All-Amer Pipe 0.1%
Value ($000) $92 Shares 9,860 Est. Cost $20.62 Unrealized
ADSK Autodesk Inc 0.1%
Value ($000) $89 Shares 316 Est. Cost $201.80 Unrealized +44.4%
ALGN Align Technology Inc 0.1%
Value ($000) $88 Shares 134 Est. Cost $230.72 Unrealized +178.7%
SRE Sempra Energy 0.1%
Value ($000) $84 Shares 637 Est. Cost $45.77 Unrealized +21.2%
IT Gartner Inc 0.1%
Value ($000) $84 Shares 250 Est. Cost $123.19 Unrealized +161.0%
T AT&T Corp 0.1%
Value ($000) $80 Shares 3,246 Est. Cost $15.38 Unrealized -4.6%
STZ Constellation Brand 0.1%
Value ($000) $80 Shares 318 Est. Cost $171.62 Unrealized +23.8%
ISRG Interpublic Group 0.1%
Value ($000) $78 Shares 216 Est. Cost $313.23 Unrealized +9.8%
SLV Ishares Silver Trust 0.1%
Value ($000) $75 Shares 3,501 Est. Cost $20.57 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $73 Shares 323 Est. Cost $145.22 Unrealized +27.5%
LMT Lockheed Martin Corp 0.1%
Value ($000) $73 Shares 206 Est. Cost $273.39 Unrealized +13.0%
MDT Medtronic Inc 0.1%
Value ($000) $71 Shares 683 Est. Cost $84.04 Unrealized +21.4%
ARKK ARK Innovation ETF 0.1%
Value ($000) $68 Shares 715 Est. Cost $111.75 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $68 Shares 470 Est. Cost $47.35 Unrealized +183.9%
BHP BHP Billiton Ltd 0.1%
Value ($000) $67 Shares 1,109 Est. Cost $56.38 Unrealized
TYL Tyler Technologies 0.1%
Value ($000) $67 Shares 125 Est. Cost $177.53 Unrealized +191.6%
ABNB Airbnb Inc 0.1%
Value ($000) $63 Shares 379 Est. Cost $152.75 Unrealized +15.3%
PNC PNC Financial Services 0.1%
Value ($000) $63 Shares 312 Est. Cost $104.32 Unrealized +67.1%
ARKF ARK Fintech Innovation ETF 0.1%
Value ($000) $63 Shares 1,550 Est. Cost $48.99 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $60 Shares 158 Est. Cost $325.56 Unrealized +16.4%
DHR Danaher Corp 0.1%
Value ($000) $60 Shares 183 Est. Cost $87.89 Unrealized +207.3%
DEO Diageo PLC ADR 0.1%
Value ($000) $59 Shares 267 Est. Cost $194.76 Unrealized
EFA iShares MSCE IAFE 0.1%
Value ($000) $59 Shares 745 Est. Cost $70.05 Unrealized
COST Costco Wholesale 0.1%
Value ($000) $57 Shares 100 Est. Cost $197.32 Unrealized +147.4%
Twitter Inc 0.1%
Value ($000) $56 Shares 1,299 Est. Cost $39.72 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $55 Shares 40 Est. Cost $99.42 Unrealized +47.0%
MYGN Myriad Genetics Inc 0.1%
Value ($000) $55 Shares 2,000 Est. Cost $33.74 Unrealized -14.1%
WM Waste Management 0.1%
Value ($000) $54 Shares 324 Est. Cost $104.16 Unrealized +44.7%
TGT Target Corp 0.1%
Value ($000) $54 Shares 232 Est. Cost $219.90 Unrealized -2.6%
American National Insurance Company 0.1%
Value ($000) $52 Shares 275 Est. Cost $69.09 Unrealized
ARKG ARK Genomic Revolution ETF 0.1%
Value ($000) $51 Shares 825 Est. Cost $75.15 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $49 Shares 266 Est. Cost $80.09 Unrealized +82.4%
IVE Ishares S&P 500 Value 0.0%
Value ($000) $48 Shares 305 Est. Cost $114.89 Unrealized
ADP Auto Data Processing 0.0%
Value ($000) $48 Shares 194 Est. Cost $108.86 Unrealized +90.4%
O Shares Global Internet Giants ETF 0.0%
Value ($000) $48 Shares 980 Est. Cost $53.06 Unrealized
CAT Caterpillar Co 0.0%
Value ($000) $48 Shares 232 Est. Cost $138.23 Unrealized +35.1%
FXE Invesco CurrencyShares Euro Currency 0.0%
Value ($000) $48 Shares 453 Est. Cost $110.76 Unrealized
SONY Sony Group Corp 0.0%
Value ($000) $47 Shares 372 Est. Cost $48.39 Unrealized
EEM iShares MSCI Emerging Mkts 0.0%
Value ($000) $47 Shares 960 Est. Cost $47.49 Unrealized
ARKW ARK Next Generation Internet ETF 0.0%
Value ($000) $47 Shares 395 Est. Cost $139.24 Unrealized
IEFA Ishares Core Msci Eafe 0.0%
Value ($000) $46 Shares 615 Est. Cost $66.07 Unrealized
BOTZ Global X Robotics & Artfcl Intllgnc ETF 0.0%
Value ($000) $46 Shares 1,270 Est. Cost $36.22 Unrealized
Ansys Inc 0.0%
Value ($000) $46 Shares 114 Est. Cost $141.73 Unrealized
Tortoise Energy 0.0%
Value ($000) $46 Shares 1,651 Est. Cost $16.06 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $45 Shares 660 Est. Cost $54.87 Unrealized -0.0%
AEP Amer Electric Pwr Co 0.0%
Value ($000) $45 Shares 508 Est. Cost $65.97 Unrealized +9.9%
LEN Lennar Corp 0.0%
Value ($000) $45 Shares 391 Est. Cost $44.66 Unrealized +115.2%
ALC Alcon Inc 0.0%
Value ($000) $45 Shares 516 Est. Cost $57.00 Unrealized +42.6%
QQQ Powershs QQQ Trust 0.0%
Value ($000) $43 Shares 109 Est. Cost $260.18 Unrealized
CB The Chubb Corporation 0.0%
Value ($000) $42 Shares 219 Est. Cost $121.51 Unrealized +46.1%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $41 Shares 166 Est. Cost $158.10 Unrealized +33.0%
CHD Church & Dwight 0.0%
Value ($000) $41 Shares 400 Est. Cost $73.65 Unrealized +17.3%
VMWare Inc 0.0%
Value ($000) $41 Shares 350 Est. Cost $160.00 Unrealized
GM Gen'l Motors Corp 0.0%
Value ($000) $40 Shares 690 Est. Cost $56.22 Unrealized +0.3%
BDX Becton Dickinson 0.0%
Value ($000) $40 Shares 160 Est. Cost $210.02 Unrealized +6.4%
JCI Johnson Controls Inc 0.0%
Value ($000) $39 Shares 479 Est. Cost $28.27 Unrealized +146.3%
MCHP Microchip Technology 0.0%
Value ($000) $39 Shares 444 Est. Cost $52.50 Unrealized +40.7%
SYY Sysco Corp 0.0%
Value ($000) $39 Shares 500 Est. Cost $48.14 Unrealized +42.9%
PATH UiPath Inc 0.0%
Value ($000) $38 Shares 892 Est. Cost $49.32 Unrealized 0.0%
DVY iShares Trust DJ Sel 0.0%
Value ($000) $38 Shares 311 Est. Cost $99.68 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $38 Shares 334 Est. Cost $40.64 Unrealized +11.0%
CMCSA Comcast Corp 0.0%
Value ($000) $38 Shares 764 Est. Cost $44.61 Unrealized +3.4%
MSCI MSCI Inc 0.0%
Value ($000) $38 Shares 62 Est. Cost $218.22 Unrealized +174.7%
MLM Martin Marietta Matr 0.0%
Value ($000) $38 Shares 86 Est. Cost $168.62 Unrealized +134.3%
COF Capital One Fin 0.0%
Value ($000) $38 Shares 261 Est. Cost $76.85 Unrealized +86.6%
CTVA Corteva Inc com 0.0%
Value ($000) $37 Shares 782 Est. Cost $24.62 Unrealized +76.9%
TSM Taiwan Semiconductr 0.0%
Value ($000) $36 Shares 298 Est. Cost $39.88 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $36 Shares 314 Est. Cost $68.20 Unrealized +56.0%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $36 Shares 309 Est. Cost $87.26 Unrealized
JEF Jefferies Group Inc 0.0%
Value ($000) $35 Shares 900 Est. Cost $15.84 Unrealized +112.9%
PSX Phillips 66 0.0%
Value ($000) $34 Shares 469 Est. Cost $64.21 Unrealized +0.8%
PRNT The 3D Printing ETF 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $39.00 Unrealized
AMP Ameriprise Finl Inc 0.0%
Value ($000) $34 Shares 112 Est. Cost $110.40 Unrealized +152.1%
CHKP Check Point Software 0.0%
Value ($000) $34 Shares 294 Est. Cost $109.73 Unrealized +5.6%
PH Parker-Hannifin Corp 0.0%
Value ($000) $34 Shares 108 Est. Cost $145.46 Unrealized +101.2%
TAN Invesco Solar 0.0%
Value ($000) $33 Shares 431 Est. Cost $102.68 Unrealized
VK Muni Tst 0.0%
Value ($000) $32 Shares 2,379 Est. Cost $11.77 Unrealized
COR Amerisourcebergen Co 0.0%
Value ($000) $32 Shares 240 Est. Cost $67.21 Unrealized +74.3%
ICLN iShares Global Clean 0.0%
Value ($000) $32 Shares 1,535 Est. Cost $21.88 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $31 Shares 111 Est. Cost $158.23 Unrealized
PHG Koninklijke Philips 0.0%
Value ($000) $31 Shares 843 Est. Cost $38.02 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $31 Shares 259 Est. Cost $73.46 Unrealized +60.7%
SCHA Schw US Scap Etf 0.0%
Value ($000) $31 Shares 298 Est. Cost $73.03 Unrealized
OEF iShares S&P 100 0.0%
Value ($000) $30 Shares 135 Est. Cost $118.37 Unrealized
Walgreens Boots Alli 0.0%
Value ($000) $30 Shares 583 Est. Cost $57.96 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $30 Shares 112 Est. Cost $139.59 Unrealized +79.9%
BSX Boston Scientific Corp 0.0%
Value ($000) $30 Shares 710 Est. Cost $27.58 Unrealized +52.4%
PTH Invesco DWA Healthcare Momentum ETF 0.0%
Value ($000) $30 Shares 195 Est. Cost $158.97 Unrealized
CME Cme Group Inc Cl A 0.0%
Value ($000) $30 Shares 132 Est. Cost $129.41 Unrealized +42.8%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $29 Shares 260 Est. Cost $126.11 Unrealized
MMM 3M Company 0.0%
Value ($000) $29 Shares 161 Est. Cost $142.63 Unrealized -10.8%
IPO Renaissance IPO 0.0%
Value ($000) $28 Shares 490 Est. Cost $65.31 Unrealized
CNP CenterPoint Energy 0.0%
Value ($000) $28 Shares 1,005 Est. Cost $20.97 Unrealized +14.5%
VYM Vanguard High Dividend Yield 0.0%
Value ($000) $28 Shares 249 Est. Cost $85.47 Unrealized
SDY Spdr S&P Dividend Etf 0.0%
Value ($000) $28 Shares 217 Est. Cost $94.44 Unrealized
SAP Sap Se ADR 0.0%
Value ($000) $28 Shares 203 Est. Cost $112.28 Unrealized
TILT Flexshares Morningstar 0.0%
Value ($000) $27 Shares 150 Est. Cost $120.00 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $27 Shares 272 Est. Cost $68.88 Unrealized +32.1%
HON Honeywell International 0.0%
Value ($000) $27 Shares 131 Est. Cost $192.16 Unrealized -3.7%
SPGI S&P Global Inc 0.0%
Value ($000) $27 Shares 57 Est. Cost $323.21 Unrealized +36.7%
ECL Ecolab Inc 0.0%
Value ($000) $27 Shares 116 Est. Cost $208.54 Unrealized +3.4%
DJT DIGITAL WORLD ACQUISITION CORP C 0.0%
Value ($000) $26 Shares 500 Est. Cost $45.24 Unrealized 0.0%
XOP SPDR S&P Oil & Gas Explor & Prodtn ETF 0.0%
Value ($000) $26 Shares 271 Est. Cost $95.94 Unrealized
IJK iShares S&P Mid Cap 0.0%
Value ($000) $26 Shares 304 Est. Cost $102.85 Unrealized
Unilever ADR 0.0%
Value ($000) $26 Shares 485 Est. Cost $56.64 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $25 Shares 606 Est. Cost $38.15 Unrealized +13.0%
VONV Vanguard Russell 1000 Value ETF 0.0%
Value ($000) $25 Shares 342 Est. Cost $93.57 Unrealized
NSP Insperity Inc 0.0%
Value ($000) $25 Shares 210 Est. Cost $72.52 Unrealized +43.8%
TSN Tyson Foods 0.0%
Value ($000) $25 Shares 290 Est. Cost $50.94 Unrealized +41.6%
EMQQ Emerging Markets Intrnt & Ecmrc 0.0%
Value ($000) $25 Shares 581 Est. Cost $63.79 Unrealized
LLY Eli Lilly 0.0%
Value ($000) $25 Shares 89 Est. Cost $170.15 Unrealized +43.3%
GRMN Garmin Ltd 0.0%
Value ($000) $24 Shares 176 Est. Cost $72.47 Unrealized +81.4%
AMAT Applied Materials 0.0%
Value ($000) $24 Shares 150 Est. Cost $128.83 Unrealized +8.3%
RSPT Invesco S&P 500 Equal 0.0%
Value ($000) $24 Shares 75 Est. Cost $173.33 Unrealized
IEMG iShares Core MSCI 0.0%
Value ($000) $23 Shares 392 Est. Cost $52.06 Unrealized
CFR Cullen Frost Bankers 0.0%
Value ($000) $23 Shares 181 Est. Cost $82.66 Unrealized +37.3%
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $23 Shares 465 Est. Cost $49.46 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $22 Shares 201 Est. Cost $62.55 Unrealized +42.9%
GILD Gilead Sciences 0.0%
Value ($000) $22 Shares 301 Est. Cost $55.86 Unrealized +5.3%
PJP PowerShares Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $22 Shares 266 Est. Cost $71.43 Unrealized
NRG NRG Energy 0.0%
Value ($000) $22 Shares 500 Est. Cost $25.14 Unrealized +39.1%
WMB Williams Companies 0.0%
Value ($000) $22 Shares 828 Est. Cost $20.06 Unrealized +13.4%
Western Asset Premier Bond 0.0%
Value ($000) $21 Shares 1,475 Est. Cost $14.24 Unrealized
CTRA Coterra 0.0%
Value ($000) $21 Shares 1,080 Est. Cost $13.08 Unrealized +29.0%
DMLP Dorchester Minerals LP 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $18.00 Unrealized
NVS Novartis AG 0.0%
Value ($000) $20 Shares 230 Est. Cost $90.80 Unrealized
MKL Markel Corporation 0.0%
Value ($000) $20 Shares 16 Est. Cost $1261.86 Unrealized 0.0%
ATO Atmos Energy Corp 0.0%
Value ($000) $19 Shares 180 Est. Cost $84.69 Unrealized +0.9%
CUZ Cousins Properties Com 0.0%
Value ($000) $19 Shares 479 Est. Cost $35.49 Unrealized
RIO Rio Tinto PLC 0.0%
Value ($000) $19 Shares 282 Est. Cost $55.00 Unrealized
ELAN Elanco Animal Health Inc 0.0%
Value ($000) $19 Shares 686 Est. Cost $27.39 Unrealized +13.6%
TJX TJX Companies Inc 0.0%
Value ($000) $19 Shares 248 Est. Cost $42.48 Unrealized +53.7%
VFH Vanguard Financials 0.0%
Value ($000) $19 Shares 200 Est. Cost $70.00 Unrealized
PBA Pembina Pipeline Corp 0.0%
Value ($000) $19 Shares 613 Est. Cost $25.94 Unrealized 0.0%
IWS iShares Russell Midcap Value 0.0%
Value ($000) $18 Shares 150 Est. Cost $91.53 Unrealized
MUSA Murphy USA Inc 0.0%
Value ($000) $18 Shares 90 Est. Cost $147.50 Unrealized +18.8%
DOV Dover Corporation 0.0%
Value ($000) $18 Shares 101 Est. Cost $111.11 Unrealized +44.8%
BlackRock Credit Allocation Inc 0.0%
Value ($000) $18 Shares 1,218 Est. Cost $13.39 Unrealized
EMLP First Trust North 0.0%
Value ($000) $17 Shares 690 Est. Cost $24.64 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $17 Shares 152 Est. Cost $101.52 Unrealized 0.0%
RTX Raytheon Technologies Ord 0.0%
Value ($000) $17 Shares 200 Est. Cost $79.32 Unrealized 0.0%
IBN Icici Bank Ltd 0.0%
Value ($000) $17 Shares 869 Est. Cost $12.66 Unrealized
APD Air Pdts & Chemicals 0.0%
Value ($000) $16 Shares 51 Est. Cost $193.49 Unrealized +36.3%
RSPH Invesco S&P 500 Equal Wt Hlth Care ETF 0.0%
Value ($000) $16 Shares 50 Est. Cost $320.00 Unrealized
IBUY Amplify Online Retail 0.0%
Value ($000) $16 Shares 180 Est. Cost $116.67 Unrealized
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $16 Shares 135 Est. Cost $224.14 Unrealized
NGG National Grid ADR 0.0%
Value ($000) $16 Shares 228 Est. Cost $58.43 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $16 Shares 177 Est. Cost $66.82 Unrealized +29.5%
AIG American Intl Group 0.0%
Value ($000) $16 Shares 289 Est. Cost $36.75 Unrealized +41.0%
TRGP Targa Resources Corp 0.0%
Value ($000) $16 Shares 299 Est. Cost $40.17 Unrealized +22.0%
PBW PowerShares Wilderhill Clean Energy Portfo 0.0%
Value ($000) $16 Shares 220 Est. Cost $104.55 Unrealized
SUI Sun Communities 0.0%
Value ($000) $16 Shares 75 Est. Cost $100.00 Unrealized
AIVL WisdomTree Dividend ex-Financials ETF 0.0%
Value ($000) $15 Shares 148 Est. Cost $74.32 Unrealized
GIS General Mills 0.0%
Value ($000) $15 Shares 230 Est. Cost $50.62 Unrealized +9.2%
AXP American Express 0.0%
Value ($000) $15 Shares 93 Est. Cost $95.02 Unrealized +70.3%
CLX Clorox Corp 0.0%
Value ($000) $15 Shares 85 Est. Cost $176.37 Unrealized -17.4%
DG Dollar Gen 0.0%
Value ($000) $15 Shares 65 Est. Cost $81.25 Unrealized +154.0%
FMX Fomento Economico Mexicano SAB de CV 0.0%
Value ($000) $15 Shares 192 Est. Cost $81.12 Unrealized
ELS Equity Lifestyle Ppt 0.0%
Value ($000) $15 Shares 169 Est. Cost $81.58 Unrealized
BBVA Banco Bilbao 0.0%
Value ($000) $14 Shares 2,339 Est. Cost $6.69 Unrealized
NOV Natl Oilwell Varco 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.51 Unrealized -5.5%
DraftKings Inc 0.0%
Value ($000) $14 Shares 500 Est. Cost $48.00 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $14 Shares 118 Est. Cost $81.74 Unrealized +39.1%
SOFI SoFi Technologies Inc 0.0%
Value ($000) $14 Shares 900 Est. Cost $16.86 Unrealized +8.8%
NXPI NXP Semiconductors 0.0%
Value ($000) $14 Shares 63 Est. Cost $85.78 Unrealized +129.2%
AMLP Alerian MLP ETF 0.0%
Value ($000) $14 Shares 414 Est. Cost $24.15 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $13 Shares 142 Est. Cost $40.59 Unrealized +87.9%
RSPM Invesco S&P 500 Equal Weight Matrls ETF 0.0%
Value ($000) $13 Shares 70 Est. Cost $185.71 Unrealized
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $13 Shares 191 Est. Cost $42.42 Unrealized +29.3%
DOCU Docusign INC 0.0%
Value ($000) $13 Shares 86 Est. Cost $227.99 Unrealized 0.0%
EHC Encompass Health Corp 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.86 Unrealized -4.7%
OMC Omnicom Group 0.0%
Value ($000) $13 Shares 178 Est. Cost $61.97 Unrealized -0.9%
TRP TC Energy Corpcom 0.0%
Value ($000) $12 Shares 260 Est. Cost $39.87 Unrealized 0.0%
MOS Mosaic Co 0.0%
Value ($000) $12 Shares 304 Est. Cost $20.19 Unrealized +71.9%
BUD Anheuser Busch 0.0%
Value ($000) $12 Shares 200 Est. Cost $110.00 Unrealized
Linde PLC 0.0%
Value ($000) $12 Shares 36 Est. Cost $160.49 Unrealized
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $11 Shares 125 Est. Cost $83.68 Unrealized 0.0%
IP International Paper 0.0%
Value ($000) $11 Shares 239 Est. Cost $36.27 Unrealized +13.1%
CNI Canadian Natl Railwy 0.0%
Value ($000) $11 Shares 89 Est. Cost $69.22 Unrealized +68.7%
NVDA Nvidia Corp 0.0%
Value ($000) $11 Shares 38 Est. Cost $27.46 Unrealized 0.0%
NPO Enpro Industries Inc 0.0%
Value ($000) $11 Shares 100 Est. Cost $84.73 Unrealized +18.5%
APA Apache Corp 0.0%
Value ($000) $11 Shares 425 Est. Cost $16.01 Unrealized +46.1%
HDB HDFC Bank Limited 0.0%
Value ($000) $11 Shares 162 Est. Cost $77.16 Unrealized
GLP Global Partners LP 0.0%
Value ($000) $10 Shares 420 Est. Cost $16.67 Unrealized
LNG Cheniere Energy Inc New 0.0%
Value ($000) $10 Shares 100 Est. Cost $87.52 Unrealized +19.2%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $10 Shares 4 Est. Cost $2033.83 Unrealized +14.7%
MUFG Mitsubishi U F J Finan 0.0%
Value ($000) $10 Shares 1,821 Est. Cost $5.03 Unrealized
XP XP Inc 0.0%
Value ($000) $10 Shares 349 Est. Cost $32.57 Unrealized 0.0%
ABEV Ambev SA 0.0%
Value ($000) $10 Shares 3,502 Est. Cost $3.80 Unrealized
AA Alcoa Inc. 0.0%
Value ($000) $10 Shares 175 Est. Cost $47.93 Unrealized 0.0%
RDW Genesis Park Acquisition Corp 0.0%
Value ($000) $9 Shares 1,280 Est. Cost $10.42 Unrealized -7.5%
HDV Ishares Core High 0.0%
Value ($000) $9 Shares 92 Est. Cost $90.24 Unrealized
RCL Royal Caribbean Crui 0.0%
Value ($000) $9 Shares 122 Est. Cost $113.58 Unrealized -29.7%
MUR Murphy Oil Corp Hldg 0.0%
Value ($000) $9 Shares 360 Est. Cost $21.71 Unrealized +10.1%
Barrick Gold Corp 0.0%
Value ($000) $9 Shares 459 Est. Cost $17.43 Unrealized
DOW Dow Chemical Corp 0.0%
Value ($000) $9 Shares 164 Est. Cost $46.00 Unrealized -2.1%
MDU MDU Resources Group Inc 0.0%
Value ($000) $9 Shares 282 Est. Cost $8.05 Unrealized +24.2%
ASO Amsouth Bancorp 0.0%
Value ($000) $8 Shares 175 Est. Cost $15.69 Unrealized +168.1%
Core Laboratories NV 0.0%
Value ($000) $8 Shares 372 Est. Cost $110.22 Unrealized
XLE Sector Spdr Energy Sel 0.0%
Value ($000) $8 Shares 146 Est. Cost $69.85 Unrealized
National Western Life Group Inc 0.0%
Value ($000) $8 Shares 37 Est. Cost $162.16 Unrealized
PHO Invesco Water Resources 0.0%
Value ($000) $8 Shares 125 Est. Cost $32.00 Unrealized
NBIS Yandex N V 0.0%
Value ($000) $8 Shares 128 Est. Cost $26.91 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $8 Shares 263 Est. Cost $48.93 Unrealized -41.3%
D Dominion Resources Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.42 Unrealized -2.0%
Marathon Oil 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.92 Unrealized
DAL Delta Airlines New 0.0%
Value ($000) $8 Shares 200 Est. Cost $54.09 Unrealized -28.0%
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $7 Shares 460 Est. Cost $9.99 Unrealized 0.0%
BXMT Blackstone Mortgage Trust Inc A 0.0%
Value ($000) $7 Shares 233 Est. Cost $24.57 Unrealized
AMZA Infracap MLP 0.0%
Value ($000) $7 Shares 285 Est. Cost $10.77 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $7 Shares 4 Est. Cost $6.08 Unrealized +479.3%
C Citigroup 0.0%
Value ($000) $7 Shares 115 Est. Cost $52.37 Unrealized +9.2%
BALL Ball Corporation 0.0%
Value ($000) $7 Shares 70 Est. Cost $63.09 Unrealized +38.6%
LUV Southwest Airlines 0.0%
Value ($000) $7 Shares 162 Est. Cost $45.99 Unrealized -5.0%
OGN Organon &Co Common Stock 0.0%
Value ($000) $7 Shares 237 Est. Cost $26.93 Unrealized +0.1%
VOD Vodafone Grp PLC ADR 0.0%
Value ($000) $7 Shares 494 Est. Cost $23.83 Unrealized
NOBL ProShares S&P 500 Dividend Aristocrats 0.0%
Value ($000) $7 Shares 71 Est. Cost $85.70 Unrealized
XLY Sector Spdr Cons Sel 0.0%
Value ($000) $6 Shares 28 Est. Cost $178.57 Unrealized
PFG Principal Financial Grp 0.0%
Value ($000) $6 Shares 78 Est. Cost $54.80 Unrealized +9.7%
XLV Sector Spdr Health Sel 0.0%
Value ($000) $6 Shares 43 Est. Cost $116.28 Unrealized
EQNR Equinor A S A 0.0%
Value ($000) $6 Shares 228 Est. Cost $26.14 Unrealized
FNF Fidelity National Financial Inc 0.0%
Value ($000) $6 Shares 120 Est. Cost $38.96 Unrealized 0.0%
APLE Apple Hospitality Reit Inc Com New 0.0%
Value ($000) $6 Shares 344 Est. Cost $20.35 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $6 Shares 270 Est. Cost $13.96 Unrealized 0.0%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $72.73 Unrealized
CBRL Cracker Barrel Old Country Store Inc 0.0%
Value ($000) $5 Shares 35 Est. Cost $111.02 Unrealized 0.0%
KMB Kimberly Clark 0.0%
Value ($000) $5 Shares 35 Est. Cost $115.26 Unrealized 0.0%
O Realty Incm Corp 0.0%
Value ($000) $5 Shares 69 Est. Cost $55.37 Unrealized 0.0%
IJJ iShares S&P Mid Cap 0.0%
Value ($000) $5 Shares 42 Est. Cost $95.24 Unrealized
XLF Sector Spdr Fin Sel 0.0%
Value ($000) $5 Shares 120 Est. Cost $33.33 Unrealized
WestRock Co 0.0%
Value ($000) $5 Shares 115 Est. Cost $43.48 Unrealized
STORE Capital Corp 0.0%
Value ($000) $5 Shares 132 Est. Cost $28.13 Unrealized
WY Weyerhauser 0.0%
Value ($000) $5 Shares 120 Est. Cost $31.98 Unrealized 0.0%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $5 Shares 69 Est. Cost $54.62 Unrealized +1.3%
DD Dupont De Nemours Inc 0.0%
Value ($000) $5 Shares 65 Est. Cost $27.24 Unrealized +7.2%
EL Estee Lauderco Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $108.54 Unrealized +192.7%
ENB Enbridge Inc 0.0%
Value ($000) $4 Shares 115 Est. Cost $30.66 Unrealized 0.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $64.61 Unrealized +5.4%
KD Kyndryl Holdings 0.0%
Value ($000) $4 Shares 225 Est. Cost $21.59 Unrealized 0.0%
GSG iShares S&P GSCI Commodity-Indexed Trust 0.0%
Value ($000) $4 Shares 260 Est. Cost $11.54 Unrealized
MCY Mercury General Corp 0.0%
Value ($000) $4 Shares 70 Est. Cost $53.71 Unrealized 0.0%
HP Helmerich & Payne Inc 0.0%
Value ($000) $4 Shares 150 Est. Cost $56.06 Unrealized -49.2%
XJH iShares ESG Screened S&P Mid-Cap 0.0%
Value ($000) $4 Shares 94 Est. Cost $39.38 Unrealized
Total Energies SE 0.0%
Value ($000) $4 Shares 81 Est. Cost $51.95 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $4 Shares 35 Est. Cost $99.29 Unrealized +3.3%
NVT nVent Electric PLC 0.0%
Value ($000) $4 Shares 104 Est. Cost $19.34 Unrealized +72.8%
XLI Sector Spdr Indl Sel 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
ESML iShares ESG Aware MSCI 0.0%
Value ($000) $4 Shares 88 Est. Cost $42.36 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $245.31 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $4 Shares 32 Est. Cost $79.73 Unrealized +55.1%
XLP Sector Spdr Con Sta Sel 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
Qurate Retail Inc 0.0%
Value ($000) $3 Shares 447 Est. Cost $11.19 Unrealized
ACWX iShares MSCI ACWI ex US 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
PFLT PennantPark Floating Rate Capital Ltd 0.0%
Value ($000) $3 Shares 223 Est. Cost $5.56 Unrealized +47.9%
LQD iShares IBOXX Inv Grade Bond ETF IV 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
HESS Corporation 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
BSV Vanguard Short-Term Bond 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
Intercept Pharma Inc 0.0%
Value ($000) $3 Shares 154 Est. Cost $123.38 Unrealized
ILPT Industrial Logistics REIT 0.0%
Value ($000) $3 Shares 118 Est. Cost $25.85 Unrealized
NEO NeoGenomics Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.31 Unrealized -11.6%
PGX Invesco Preferred ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
BMBL Bumble Inc 0.0%
Value ($000) $2 Shares 51 Est. Cost $67.36 Unrealized -36.8%
RWX SPDR Dow Jones Int RE ETF IV 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
Brookfield Asset Mgmt Cl A 0.0%
Value ($000) $2 Shares 24 Est. Cost $41.67 Unrealized
STLD Steel Dynamics Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $28.20 Unrealized +107.7%
VTRS Viatris Inc 0.0%
Value ($000) $2 Shares 124 Est. Cost $13.33 Unrealized -16.6%
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
H&E Equipment Services Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
CVS CVS Corp 0.0%
Value ($000) $2 Shares 19 Est. Cost $55.22 Unrealized +45.8%
BTU Peabody Energy Corp 0.0%
Value ($000) $2 Shares 182 Est. Cost $3.62 Unrealized +222.4%
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
Annaly Capital Mgmt 0.0%
Value ($000) $1 Shares 164 Est. Cost $8.06 Unrealized
XLB Sector Spdr Materials Sel 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
MAG Silver Corp 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
Nordstrom Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
SCHF Schwab International Equity 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
SCHC Schwab International Small-Cap Eq ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
FNDF Schwab Fundamental Intl Lg Co ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
FNDC Schwab Fundamental Intl Sm Co ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
NIO NIO Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
WAB Wabtec 0.0%
Value ($000) $1 Shares 9 Est. Cost $84.00 Unrealized +6.6%
SLVM Sylvamo ORD 0.0%
Value ($000) $1 Shares 21 Est. Cost $26.31 Unrealized 0.0%
SCHB Schwab US Broad Market 0.0%
Value ($000) $1 Shares 6 Est. Cost $65.64 Unrealized
PINS Pinterest Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $59.99 Unrealized -25.9%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
VNQI Vanguard Global ex-US Real Estate 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
HAUZ Xtrackers International Real Estate ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ONL Orion Office REIT 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
United States Natural Gas ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized