PIN OAK INVESTMENT ADVISORS INC Diversified Active

CIK: 0001094584 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $93,588 (100.0% shares, 0.0% debt)

Holdings (420)

KRP Kimbell Royalty Partners 8.8%
Value ($000) $8,195 Shares 504,023 Est. Cost $14.19 Unrealized
AAPL Apple Computer 5.7%
Value ($000) $5,290 Shares 30,298 Est. Cost $90.43 Unrealized +82.3%
Lionheart Acquisition Corp 4.7%
Value ($000) $4,441 Shares 432,875 Est. Cost $10.26 Unrealized
EPD Enterprise Ptnrs 4.2%
Value ($000) $3,951 Shares 153,096 Est. Cost $23.30 Unrealized
EOG EOG Resources Inc 3.7%
Value ($000) $3,420 Shares 28,684 Est. Cost $64.76 Unrealized +44.3%
ET Energy Transfer Operating, LP 3.4%
Value ($000) $3,145 Shares 281,073 Est. Cost $8.25 Unrealized
Shell Midstream Partners LP 2.8%
Value ($000) $2,587 Shares 181,919 Est. Cost $9.46 Unrealized
GOOGL Alphabet, Inc. 2.5%
Value ($000) $2,386 Shares 858 Est. Cost $59.00 Unrealized +128.5%
CVX ChevronTexaco 2.5%
Value ($000) $2,356 Shares 14,472 Est. Cost $82.32 Unrealized +49.1%
Magellan Prtnrs LP 2.5%
Value ($000) $2,325 Shares 47,380 Est. Cost $40.54 Unrealized
Liberty SiriusXM Group 2.2%
Value ($000) $2,104 Shares 46,017 Est. Cost $45.72 Unrealized
Howard Hughes Corp 2.2%
Value ($000) $2,100 Shares 20,272 Est. Cost $97.78 Unrealized
XOM Exxon Mobil Corp 1.9%
Value ($000) $1,763 Shares 21,341 Est. Cost $55.90 Unrealized +21.4%
BRK/B Berkshire Hathaway B 1.6%
Value ($000) $1,503 Shares 4,258 Est. Cost $206.26 Unrealized +56.8%
MSFT Microsoft Inc 1.5%
Value ($000) $1,449 Shares 4,698 Est. Cost $97.01 Unrealized +200.4%
SPY S&P Depository Receipts 1.5%
Value ($000) $1,441 Shares 3,190 Est. Cost $303.64 Unrealized
PFE Pfizer Inc 1.4%
Value ($000) $1,306 Shares 25,222 Est. Cost $23.80 Unrealized +78.5%
JNJ Johnson & Johnson 1.4%
Value ($000) $1,295 Shares 7,310 Est. Cost $111.10 Unrealized +36.6%
GOOG Alphabet, Inc. 1.3%
Value ($000) $1,260 Shares 451 Est. Cost $51.64 Unrealized +161.3%
OPTU Altice U S A Inc 1.3%
Value ($000) $1,211 Shares 97,055 Est. Cost $22.81 Unrealized -41.4%
IBKR Interactive Brokers Group Inc 1.2%
Value ($000) $1,138 Shares 17,265 Est. Cost $13.43 Unrealized +25.4%
Pioneer Natural Res 1.2%
Value ($000) $1,103 Shares 4,410 Est. Cost $181.59 Unrealized
PAGP Plains GP Hldgs 1.2%
Value ($000) $1,082 Shares 93,640 Est. Cost $5.61 Unrealized
AR Antero Resources Corp 1.1%
Value ($000) $1,076 Shares 35,238 Est. Cost $18.95 Unrealized +18.5%
WMT Walmart 1.1%
Value ($000) $1,041 Shares 6,991 Est. Cost $28.13 Unrealized +58.5%
HAL Halliburton Co 1.1%
Value ($000) $1,007 Shares 26,595 Est. Cost $21.84 Unrealized +36.7%
DVN Devon Energy 1.1%
Value ($000) $995 Shares 16,832 Est. Cost $33.46 Unrealized +33.2%
GLD Streetracks Gold Shs 1.0%
Value ($000) $957 Shares 5,296 Est. Cost $164.90 Unrealized
SHEL Shell PLC SA 0.9%
Value ($000) $855 Shares 15,565 Est. Cost $54.93 Unrealized
BAC Bank of America 0.9%
Value ($000) $798 Shares 19,367 Est. Cost $24.01 Unrealized +70.0%
NOG Northern Oil & Gas Inc 0.8%
Value ($000) $795 Shares 28,195 Est. Cost $22.35 Unrealized +9.8%
Liberty SiriusXM Group 0.7%
Value ($000) $649 Shares 14,205 Est. Cost $45.69 Unrealized
AMZN Amazon.com Inc 0.7%
Value ($000) $639 Shares 196 Est. Cost $124.69 Unrealized +23.9%
Doubleline Income Solutions 0.7%
Value ($000) $629 Shares 43,315 Est. Cost $17.93 Unrealized
Western Asset Managed High Inc 0.7%
Value ($000) $627 Shares 140,241 Est. Cost $5.04 Unrealized
GT Goodyear Tire & Rubber 0.6%
Value ($000) $563 Shares 39,420 Est. Cost $21.60 Unrealized -17.8%
ABBV Abbvie Inc 0.6%
Value ($000) $559 Shares 3,449 Est. Cost $69.09 Unrealized +83.0%
BRK/A Berkshire Hathaway A 0.6%
Value ($000) $529 Shares 1 Est. Cost $366657.40 Unrealized +32.4%
INTC Intel Corp 0.5%
Value ($000) $495 Shares 9,985 Est. Cost $36.68 Unrealized +25.9%
Cedar Fair LP 0.5%
Value ($000) $491 Shares 8,960 Est. Cost $43.37 Unrealized
LOW Lowes Cos Inc 0.5%
Value ($000) $447 Shares 2,209 Est. Cost $99.74 Unrealized +113.9%
First Trust High Inc Long/Shrt Common 0.5%
Value ($000) $442 Shares 32,828 Est. Cost $16.22 Unrealized
AEM Agnico Eagle Mines Ltd 0.5%
Value ($000) $423 Shares 6,914 Est. Cost $49.03 Unrealized 0.0%
OXY Occidental Petroleum 0.4%
Value ($000) $394 Shares 6,950 Est. Cost $42.04 Unrealized -0.7%
CSCO Cisco Systems Inc 0.4%
Value ($000) $387 Shares 6,949 Est. Cost $29.70 Unrealized +69.3%
BA Boeing 0.4%
Value ($000) $384 Shares 2,005 Est. Cost $248.73 Unrealized -19.3%
WFC Wells Fargo & Co 0.4%
Value ($000) $381 Shares 7,861 Est. Cost $36.54 Unrealized +32.7%
JPM JP Morgan Chase 0.4%
Value ($000) $369 Shares 2,704 Est. Cost $86.07 Unrealized +55.3%
ABT Abbott Labs 0.4%
Value ($000) $357 Shares 3,016 Est. Cost $66.47 Unrealized +73.5%
UNP Union Pacific 0.4%
Value ($000) $349 Shares 1,278 Est. Cost $104.90 Unrealized +119.8%
NSC Norfolk Southern Corp 0.4%
Value ($000) $347 Shares 1,218 Est. Cost $117.33 Unrealized +115.6%
COP ConocoPhillips 0.4%
Value ($000) $334 Shares 3,335 Est. Cost $40.34 Unrealized +97.5%
GS Goldman Sachs 0.3%
Value ($000) $304 Shares 922 Est. Cost $182.90 Unrealized +74.8%
PEP Pepsico 0.3%
Value ($000) $297 Shares 1,773 Est. Cost $93.43 Unrealized +58.9%
DIS Disney, Walt Hldg Co 0.3%
Value ($000) $289 Shares 2,109 Est. Cost $123.73 Unrealized +14.2%
KHC Kraft Heinz Co 0.3%
Value ($000) $289 Shares 7,340 Est. Cost $33.28 Unrealized -6.8%
NKE Nike Inc 0.3%
Value ($000) $288 Shares 2,141 Est. Cost $52.62 Unrealized +150.7%
META Facebook Inc Class A 0.3%
Value ($000) $278 Shares 1,250 Est. Cost $181.26 Unrealized +36.9%
KO Coca Cola 0.3%
Value ($000) $274 Shares 4,422 Est. Cost $35.83 Unrealized +50.9%
DE Deere & Co 0.3%
Value ($000) $271 Shares 652 Est. Cost $123.82 Unrealized +193.2%
IWF iShares Russell 1000 Growth ETF 0.3%
Value ($000) $271 Shares 976 Est. Cost $156.27 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $263 Shares 880 Est. Cost $182.17 Unrealized +72.4%
Kayne Anderson MLP Invt 0.3%
Value ($000) $258 Shares 27,942 Est. Cost $16.41 Unrealized
RSP Invesco SP500 Eq Wgt 0.3%
Value ($000) $257 Shares 1,632 Est. Cost $145.82 Unrealized
EV Limited Duration Income 0.3%
Value ($000) $254 Shares 21,718 Est. Cost $13.09 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $253 Shares 5,266 Est. Cost $45.18 Unrealized
ADI Analog Devices 0.3%
Value ($000) $248 Shares 1,500 Est. Cost $76.11 Unrealized +98.7%
Blackrock Inc 0.3%
Value ($000) $241 Shares 315 Est. Cost $499.41 Unrealized
CCI Crown Castle Int'l 0.3%
Value ($000) $240 Shares 1,299 Est. Cost $85.86 Unrealized +69.7%
PG Procter & Gamble Co 0.3%
Value ($000) $237 Shares 1,551 Est. Cost $68.52 Unrealized +107.4%
BP BP PLC ADR 0.3%
Value ($000) $235 Shares 8,007 Est. Cost $20.27 Unrealized
PLTR Palantir Technologies Inc 0.2%
Value ($000) $229 Shares 16,685 Est. Cost $22.08 Unrealized -39.6%
America Movil Sab L Adrf 0.2%
Value ($000) $229 Shares 10,850 Est. Cost $21.11 Unrealized
VIG Vanguard Div Apprciation 0.2%
Value ($000) $218 Shares 1,345 Est. Cost $102.04 Unrealized
Brookfield Asset Mgmt 0.2%
Value ($000) $201 Shares 3,549 Est. Cost $39.98 Unrealized
MPC Marathon Pete Corp 0.2%
Value ($000) $197 Shares 2,307 Est. Cost $46.87 Unrealized +48.7%
MRK Merck & Co Inc New 0.2%
Value ($000) $195 Shares 2,371 Est. Cost $44.48 Unrealized +57.1%
GD General Dynamics Corp 0.2%
Value ($000) $194 Shares 804 Est. Cost $168.45 Unrealized +21.6%
V Visa Inc 0.2%
Value ($000) $190 Shares 855 Est. Cost $136.39 Unrealized +54.0%
TRV Travelers Companies Inc 0.2%
Value ($000) $182 Shares 997 Est. Cost $107.19 Unrealized +48.1%
NG Novagold Res Inc New 0.2%
Value ($000) $177 Shares 22,860 Est. Cost $7.39 Unrealized -4.8%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $177 Shares 779 Est. Cost $188.18 Unrealized
ADBE Adobe Systems 0.2%
Value ($000) $174 Shares 381 Est. Cost $186.63 Unrealized +157.8%
BIIB Biogen IDEC Inc 0.2%
Value ($000) $173 Shares 820 Est. Cost $318.15 Unrealized -31.6%
IAU iShares Gold Trust 0.2%
Value ($000) $171 Shares 4,636 Est. Cost $33.43 Unrealized
HAS Hasbro Inc 0.2%
Value ($000) $169 Shares 2,065 Est. Cost $68.83 Unrealized +15.3%
CPT Camden Property Tr 0.2%
Value ($000) $168 Shares 1,013 Est. Cost $84.79 Unrealized +68.6%
MA MasterCard Inc 0.2%
Value ($000) $166 Shares 464 Est. Cost $211.97 Unrealized +65.9%
AFG American Financial Group Inc 0.2%
Value ($000) $164 Shares 1,125 Est. Cost $53.47 Unrealized +87.7%
VLO Valero Energy 0.2%
Value ($000) $161 Shares 1,584 Est. Cost $66.36 Unrealized +16.0%
NFLX Netflix Inc 0.2%
Value ($000) $161 Shares 431 Est. Cost $45.52 Unrealized -8.5%
MCD McDonald's 0.2%
Value ($000) $158 Shares 637 Est. Cost $178.01 Unrealized +28.0%
IWD iShares Russell 1000 Value 0.2%
Value ($000) $157 Shares 948 Est. Cost $131.45 Unrealized
GE General Electric 0.2%
Value ($000) $154 Shares 1,683 Est. Cost $62.95 Unrealized -7.0%
PM Philip Morris Intl 0.2%
Value ($000) $148 Shares 1,571 Est. Cost $68.47 Unrealized +20.9%
IVW Ishares S&P 500 Growth 0.1%
Value ($000) $140 Shares 1,830 Est. Cost $86.04 Unrealized
IWB iShares Russell 1000 0.1%
Value ($000) $132 Shares 526 Est. Cost $148.24 Unrealized
SHW Sherwin Williams 0.1%
Value ($000) $130 Shares 521 Est. Cost $225.95 Unrealized +18.0%
UNH United Healthcare 0.1%
Value ($000) $129 Shares 252 Est. Cost $275.53 Unrealized +63.7%
MO Altria Group Inc 0.1%
Value ($000) $128 Shares 2,447 Est. Cost $36.03 Unrealized +3.1%
CC Chemours Co 0.1%
Value ($000) $127 Shares 4,025 Est. Cost $12.96 Unrealized +109.5%
FLR Fluor Corp 0.1%
Value ($000) $126 Shares 4,385 Est. Cost $45.94 Unrealized -47.5%
XLK Tech Sel Sector SPDR 0.1%
Value ($000) $125 Shares 786 Est. Cost $73.14 Unrealized
WPC W P Carey Inc 0.1%
Value ($000) $121 Shares 1,500 Est. Cost $66.88 Unrealized
BX Blackstone Group Inc 0.1%
Value ($000) $121 Shares 956 Est. Cost $49.07 Unrealized +118.4%
VZ Verizon Comm 0.1%
Value ($000) $115 Shares 2,255 Est. Cost $36.52 Unrealized +13.6%
DNP Select Income 0.1%
Value ($000) $115 Shares 9,750 Est. Cost $10.77 Unrealized
HPQ Hewlett-Packard 0.1%
Value ($000) $115 Shares 3,162 Est. Cost $16.22 Unrealized +97.6%
IVV iShares Core S&P 500 0.1%
Value ($000) $110 Shares 243 Est. Cost $430.33 Unrealized
VWO Vanguard FTSE Emerging Mkts ETF 0.1%
Value ($000) $109 Shares 2,353 Est. Cost $47.46 Unrealized
SCHX Schwab US LCAP ETF 0.1%
Value ($000) $108 Shares 2,000 Est. Cost $60.95 Unrealized
SRE Sempra Energy 0.1%
Value ($000) $107 Shares 637 Est. Cost $45.77 Unrealized +38.6%
XLU Sector Spdr Util Sel 0.1%
Value ($000) $106 Shares 1,425 Est. Cost $51.88 Unrealized
IJR Ishares Core S&P Etf 0.1%
Value ($000) $105 Shares 973 Est. Cost $72.27 Unrealized
LEGR First Trust Indx Inovat 0.1%
Value ($000) $104 Shares 2,583 Est. Cost $42.01 Unrealized
XHB SPDR S&P Homebuilders 0.1%
Value ($000) $104 Shares 1,650 Est. Cost $44.24 Unrealized
PYPL Paypal Holdings Incorpor 0.1%
Value ($000) $103 Shares 888 Est. Cost $114.92 Unrealized +15.5%
PAA Plains All-Amer Pipe 0.1%
Value ($000) $99 Shares 9,170 Est. Cost $20.62 Unrealized
NOW ServiceNow Inc 0.1%
Value ($000) $97 Shares 174 Est. Cost $57.91 Unrealized +93.5%
CRM Salesforce.com Inc 0.1%
Value ($000) $94 Shares 445 Est. Cost $163.88 Unrealized +29.7%
F Ford Motor Co New 0.1%
Value ($000) $94 Shares 5,575 Est. Cost $7.85 Unrealized +85.3%
LMT Lockheed Martin Corp 0.1%
Value ($000) $93 Shares 211 Est. Cost $275.56 Unrealized +32.5%
ORCL Oracle Corp 0.1%
Value ($000) $93 Shares 1,120 Est. Cost $43.71 Unrealized +76.1%
ACN Accenture Ltd 0.1%
Value ($000) $92 Shares 273 Est. Cost $133.29 Unrealized +139.0%
MAC Macerich Co 0.1%
Value ($000) $91 Shares 5,800 Est. Cost $8.97 Unrealized
IWP Ishares Russell Mid Cap 0.1%
Value ($000) $89 Shares 883 Est. Cost $107.53 Unrealized
VUG Vanguard Growth 0.1%
Value ($000) $89 Shares 309 Est. Cost $140.88 Unrealized
ABNB Airbnb Inc 0.1%
Value ($000) $88 Shares 511 Est. Cost $154.43 Unrealized +3.1%
SBUX Starbucks Corp 0.1%
Value ($000) $88 Shares 965 Est. Cost $52.43 Unrealized +63.9%
BHP BHP Billiton Ltd 0.1%
Value ($000) $86 Shares 1,109 Est. Cost $56.38 Unrealized
ARKQ ARK Autonomous Technology&Robotics ETF 0.1%
Value ($000) $86 Shares 1,268 Est. Cost $76.48 Unrealized
IBM Intl Business Mach 0.1%
Value ($000) $82 Shares 631 Est. Cost $101.94 Unrealized +10.0%
EXC Exelon Corporation 0.1%
Value ($000) $81 Shares 1,692 Est. Cost $21.66 Unrealized +70.0%
SLV Ishares Silver Trust 0.1%
Value ($000) $80 Shares 3,501 Est. Cost $20.57 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $80 Shares 4,205 Est. Cost $11.67 Unrealized +21.6%
ADSK Autodesk Inc 0.1%
Value ($000) $79 Shares 369 Est. Cost $205.90 Unrealized +11.9%
AMGN Amgen Inc 0.1%
Value ($000) $78 Shares 323 Est. Cost $145.22 Unrealized +40.0%
MDT Medtronic Inc 0.1%
Value ($000) $76 Shares 683 Est. Cost $84.04 Unrealized +11.5%
STZ Constellation Brand 0.1%
Value ($000) $73 Shares 318 Est. Cost $171.62 Unrealized +25.8%
IT Gartner Inc 0.1%
Value ($000) $65 Shares 218 Est. Cost $123.19 Unrealized +135.0%
ISRG Interpublic Group 0.1%
Value ($000) $65 Shares 216 Est. Cost $313.23 Unrealized -6.7%
ZTS Zoetis Inc 0.1%
Value ($000) $63 Shares 333 Est. Cost $71.94 Unrealized +164.5%
T AT&T Corp 0.1%
Value ($000) $59 Shares 2,493 Est. Cost $15.38 Unrealized -3.1%
PNC PNC Financial Services 0.1%
Value ($000) $58 Shares 312 Est. Cost $104.32 Unrealized +66.9%
COST Costco Wholesale 0.1%
Value ($000) $58 Shares 100 Est. Cost $197.32 Unrealized +153.8%
ALGN Align Technology Inc 0.1%
Value ($000) $58 Shares 134 Est. Cost $230.72 Unrealized +111.0%
TYL Tyler Technologies 0.1%
Value ($000) $56 Shares 125 Est. Cost $177.53 Unrealized +153.3%
ILMN Illumina Inc 0.1%
Value ($000) $55 Shares 158 Est. Cost $325.56 Unrealized +3.8%
DEO Diageo PLC ADR 0.1%
Value ($000) $54 Shares 267 Est. Cost $194.76 Unrealized
CAT Caterpillar Co 0.1%
Value ($000) $52 Shares 232 Est. Cost $138.23 Unrealized +41.4%
American National Insurance Company 0.1%
Value ($000) $52 Shares 275 Est. Cost $69.09 Unrealized
WM Waste Management 0.1%
Value ($000) $51 Shares 324 Est. Cost $104.16 Unrealized +36.8%
AEP Amer Electric Pwr Co 0.1%
Value ($000) $51 Shares 508 Est. Cost $65.97 Unrealized +20.1%
Twitter Inc 0.1%
Value ($000) $50 Shares 1,299 Est. Cost $39.72 Unrealized
MYGN Myriad Genetics Inc 0.1%
Value ($000) $50 Shares 2,000 Est. Cost $33.74 Unrealized -24.1%
TGT Target Corp 0.1%
Value ($000) $49 Shares 232 Est. Cost $219.90 Unrealized -13.0%
ATO Atmos Energy Corp 0.1%
Value ($000) $47 Shares 390 Est. Cost $92.51 Unrealized +7.2%
ARKK ARK Innovation ETF 0.1%
Value ($000) $47 Shares 715 Est. Cost $111.75 Unrealized
IVE Ishares S&P 500 Value 0.0%
Value ($000) $46 Shares 295 Est. Cost $114.89 Unrealized
EFA iShares MSCE IAFE 0.0%
Value ($000) $45 Shares 605 Est. Cost $70.05 Unrealized
ARKF ARK Fintech Innovation ETF 0.0%
Value ($000) $45 Shares 1,550 Est. Cost $48.99 Unrealized
CTVA Corteva Inc com 0.0%
Value ($000) $45 Shares 782 Est. Cost $24.62 Unrealized +99.0%
EVRG Evergy Inc 0.0%
Value ($000) $45 Shares 660 Est. Cost $54.87 Unrealized -0.0%
ADP Auto Data Processing 0.0%
Value ($000) $44 Shares 194 Est. Cost $108.86 Unrealized +80.9%
BDX Becton Dickinson 0.0%
Value ($000) $43 Shares 160 Est. Cost $210.02 Unrealized +14.8%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $43 Shares 314 Est. Cost $68.20 Unrealized +62.9%
IEFA Ishares Core Msci Eafe 0.0%
Value ($000) $43 Shares 615 Est. Cost $66.07 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $41 Shares 140 Est. Cost $87.89 Unrealized +179.6%
ALC Alcon Inc 0.0%
Value ($000) $41 Shares 516 Est. Cost $57.00 Unrealized +33.9%
CHKP Check Point Software 0.0%
Value ($000) $41 Shares 294 Est. Cost $109.73 Unrealized +19.0%
SYY Sysco Corp 0.0%
Value ($000) $41 Shares 500 Est. Cost $48.14 Unrealized +50.9%
PSX Phillips 66 0.0%
Value ($000) $41 Shares 469 Est. Cost $64.21 Unrealized +13.4%
QCOM Qualcomm Inc 0.0%
Value ($000) $41 Shares 266 Est. Cost $80.09 Unrealized +91.8%
VMWare Inc 0.0%
Value ($000) $40 Shares 350 Est. Cost $160.00 Unrealized
DVY iShares Trust DJ Sel 0.0%
Value ($000) $40 Shares 311 Est. Cost $99.68 Unrealized
IWR IShares Russell Midcap Index Fund 0.0%
Value ($000) $39 Shares 504 Est. Cost $72.42 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $39 Shares 579 Est. Cost $32.19 Unrealized +41.2%
ETR Entergy Corp 0.0%
Value ($000) $39 Shares 334 Est. Cost $40.64 Unrealized +16.9%
ARKG ARK Genomic Revolution ETF 0.0%
Value ($000) $38 Shares 825 Est. Cost $75.15 Unrealized
SONY Sony Group Corp 0.0%
Value ($000) $38 Shares 372 Est. Cost $48.39 Unrealized
Tortoise Energy 0.0%
Value ($000) $38 Shares 1,106 Est. Cost $16.06 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $38 Shares 140 Est. Cost $25.69 Unrealized -2.6%
COR Amerisourcebergen Co 0.0%
Value ($000) $37 Shares 240 Est. Cost $67.21 Unrealized +102.6%
O Shares Global Internet Giants ETF 0.0%
Value ($000) $37 Shares 980 Est. Cost $53.06 Unrealized
BOTZ Global X Robotics & Artfcl Intllgnc ETF 0.0%
Value ($000) $37 Shares 1,270 Est. Cost $36.22 Unrealized
CMCSA Comcast Corp 0.0%
Value ($000) $36 Shares 764 Est. Cost $44.61 Unrealized -3.9%
Ansys Inc 0.0%
Value ($000) $36 Shares 114 Est. Cost $141.73 Unrealized
XOP SPDR S&P Oil & Gas Explor & Prodtn ETF 0.0%
Value ($000) $36 Shares 271 Est. Cost $95.94 Unrealized
RTX Raytheon Technologies Ord 0.0%
Value ($000) $35 Shares 350 Est. Cost $82.51 Unrealized +5.2%
LNG Cheniere Energy Inc New 0.0%
Value ($000) $35 Shares 250 Est. Cost $107.92 Unrealized +12.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $35 Shares 320 Est. Cost $47.35 Unrealized +152.1%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $35 Shares 166 Est. Cost $158.10 Unrealized +28.8%
COF Capital One Fin 0.0%
Value ($000) $34 Shares 261 Est. Cost $76.85 Unrealized +76.8%
AMP Ameriprise Finl Inc 0.0%
Value ($000) $34 Shares 112 Est. Cost $110.40 Unrealized +158.7%
ARKW ARK Next Generation Internet ETF 0.0%
Value ($000) $34 Shares 395 Est. Cost $139.24 Unrealized
EEM iShares MSCI Emerging Mkts 0.0%
Value ($000) $33 Shares 720 Est. Cost $47.49 Unrealized
ICLN iShares Global Clean 0.0%
Value ($000) $33 Shares 1,535 Est. Cost $21.88 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $33 Shares 309 Est. Cost $87.26 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $33 Shares 444 Est. Cost $52.50 Unrealized +31.3%
TAN Invesco Solar 0.0%
Value ($000) $33 Shares 431 Est. Cost $102.68 Unrealized
MLM Martin Marietta Matr 0.0%
Value ($000) $33 Shares 86 Est. Cost $168.62 Unrealized +124.3%
CEG Constellation Energy Corporation 0.0%
Value ($000) $32 Shares 564 Est. Cost $47.25 Unrealized 0.0%
LEN Lennar Corp 0.0%
Value ($000) $32 Shares 391 Est. Cost $44.66 Unrealized +90.2%
DJT DIGITAL WORLD ACQUISITION CORP C 0.0%
Value ($000) $32 Shares 500 Est. Cost $45.24 Unrealized +66.3%
TSM Taiwan Semiconductr 0.0%
Value ($000) $31 Shares 298 Est. Cost $39.88 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $31 Shares 710 Est. Cost $27.58 Unrealized +57.1%
CNP CenterPoint Energy 0.0%
Value ($000) $31 Shares 1,005 Est. Cost $20.97 Unrealized +21.2%
PH Parker-Hannifin Corp 0.0%
Value ($000) $31 Shares 108 Est. Cost $145.46 Unrealized +96.8%
CME Cme Group Inc Cl A 0.0%
Value ($000) $31 Shares 132 Est. Cost $129.41 Unrealized +55.1%
SYK Stryker Corp 0.0%
Value ($000) $30 Shares 112 Est. Cost $139.59 Unrealized +77.8%
JEF Jefferies Group Inc 0.0%
Value ($000) $30 Shares 900 Est. Cost $15.84 Unrealized +89.0%
GM Gen'l Motors Corp 0.0%
Value ($000) $30 Shares 690 Est. Cost $56.22 Unrealized -14.3%
IWV iShares Russell 3000 0.0%
Value ($000) $29 Shares 111 Est. Cost $158.23 Unrealized
PRNT The 3D Printing ETF 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $39.00 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $29 Shares 1,080 Est. Cost $13.08 Unrealized +47.1%
WMB Williams Companies 0.0%
Value ($000) $28 Shares 828 Est. Cost $20.06 Unrealized +27.3%
VYM Vanguard High Dividend Yield 0.0%
Value ($000) $28 Shares 249 Est. Cost $85.47 Unrealized
OEF iShares S&P 100 0.0%
Value ($000) $28 Shares 135 Est. Cost $118.37 Unrealized
SDY Spdr S&P Dividend Etf 0.0%
Value ($000) $27 Shares 207 Est. Cost $94.44 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $27 Shares 40 Est. Cost $99.42 Unrealized -17.4%
VK Muni Tst 0.0%
Value ($000) $27 Shares 2,379 Est. Cost $11.77 Unrealized
DMLP Dorchester Minerals LP 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $18.00 Unrealized
PHG Koninklijke Philips 0.0%
Value ($000) $26 Shares 843 Est. Cost $38.02 Unrealized
TSN Tyson Foods 0.0%
Value ($000) $26 Shares 290 Est. Cost $50.94 Unrealized +57.8%
CB The Chubb Corporation 0.0%
Value ($000) $26 Shares 121 Est. Cost $121.51 Unrealized +58.8%
TILT Flexshares Morningstar 0.0%
Value ($000) $26 Shares 150 Est. Cost $120.00 Unrealized
SCHA Schw US Scap Etf 0.0%
Value ($000) $26 Shares 550 Est. Cost $61.23 Unrealized
PTH Invesco DWA Healthcare Momentum ETF 0.0%
Value ($000) $26 Shares 195 Est. Cost $158.97 Unrealized
VONV Vanguard Russell 1000 Value ETF 0.0%
Value ($000) $25 Shares 342 Est. Cost $93.57 Unrealized
AA Alcoa Inc. 0.0%
Value ($000) $25 Shares 275 Est. Cost $55.79 Unrealized +24.7%
CFR Cullen Frost Bankers 0.0%
Value ($000) $25 Shares 181 Est. Cost $82.66 Unrealized +49.4%
XEL Xcel Energy 0.0%
Value ($000) $25 Shares 353 Est. Cost $60.38 Unrealized 0.0%
HON Honeywell International 0.0%
Value ($000) $25 Shares 131 Est. Cost $192.16 Unrealized -11.3%
LLY Eli Lilly 0.0%
Value ($000) $25 Shares 89 Est. Cost $170.15 Unrealized +46.0%
MKL Markel Corporation 0.0%
Value ($000) $24 Shares 16 Est. Cost $1261.86 Unrealized +2.4%
MMM 3M Company 0.0%
Value ($000) $24 Shares 161 Est. Cost $142.63 Unrealized -19.7%
PBA Pembina Pipeline Corp 0.0%
Value ($000) $23 Shares 613 Est. Cost $25.94 Unrealized +7.8%
RIO Rio Tinto PLC 0.0%
Value ($000) $23 Shares 282 Est. Cost $55.00 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $23 Shares 46 Est. Cost $218.22 Unrealized +127.5%
SAP Sap Se ADR 0.0%
Value ($000) $23 Shares 203 Est. Cost $112.28 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $23 Shares 299 Est. Cost $40.17 Unrealized +44.5%
MUR Murphy Oil Corp Hldg 0.0%
Value ($000) $23 Shares 560 Est. Cost $24.58 Unrealized +21.0%
CRWD CrowdStrike Holdings Inc 0.0%
Value ($000) $23 Shares 100 Est. Cost $186.36 Unrealized 0.0%
DOCU Docusign INC 0.0%
Value ($000) $23 Shares 212 Est. Cost $160.70 Unrealized -28.6%
IJK iShares S&P Mid Cap 0.0%
Value ($000) $23 Shares 304 Est. Cost $102.85 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $23 Shares 57 Est. Cost $323.21 Unrealized +22.0%
RSPT Invesco S&P 500 Equal 0.0%
Value ($000) $22 Shares 75 Est. Cost $173.33 Unrealized
IPO Renaissance IPO 0.0%
Value ($000) $22 Shares 490 Est. Cost $65.31 Unrealized
IEMG iShares Core MSCI 0.0%
Value ($000) $22 Shares 392 Est. Cost $52.06 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $22 Shares 272 Est. Cost $68.88 Unrealized +24.6%
UBER Uber Technologies Inc 0.0%
Value ($000) $22 Shares 606 Est. Cost $38.15 Unrealized -5.8%
Unilever ADR 0.0%
Value ($000) $22 Shares 485 Est. Cost $56.64 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $22 Shares 259 Est. Cost $73.46 Unrealized +24.4%
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $22 Shares 465 Est. Cost $49.46 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $21 Shares 177 Est. Cost $72.47 Unrealized +52.0%
PJP PowerShares Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $21 Shares 266 Est. Cost $71.43 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $21 Shares 235 Est. Cost $126.11 Unrealized
QQQ Powershs QQQ Trust 0.0%
Value ($000) $20 Shares 54 Est. Cost $260.18 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $20 Shares 116 Est. Cost $208.54 Unrealized -13.9%
NVS Novartis AG 0.0%
Value ($000) $20 Shares 230 Est. Cost $90.80 Unrealized
NOV Natl Oilwell Varco 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $14.51 Unrealized +20.6%
EMLP First Trust North 0.0%
Value ($000) $19 Shares 690 Est. Cost $24.64 Unrealized
Walgreens Boots Alli 0.0%
Value ($000) $19 Shares 424 Est. Cost $57.96 Unrealized
NRG NRG Energy 0.0%
Value ($000) $19 Shares 500 Est. Cost $25.14 Unrealized +39.2%
PATH UiPath Inc 0.0%
Value ($000) $19 Shares 892 Est. Cost $49.32 Unrealized -31.7%
CUZ Cousins Properties Com 0.0%
Value ($000) $19 Shares 479 Est. Cost $35.49 Unrealized
VFH Vanguard Financials 0.0%
Value ($000) $19 Shares 200 Est. Cost $70.00 Unrealized
EMQQ Emerging Markets Intrnt & Ecmrc 0.0%
Value ($000) $19 Shares 581 Est. Cost $63.79 Unrealized
AIG American Intl Group 0.0%
Value ($000) $18 Shares 289 Est. Cost $36.75 Unrealized +49.8%
ELAN Elanco Animal Health Inc 0.0%
Value ($000) $18 Shares 686 Est. Cost $27.39 Unrealized -2.8%
MUSA Murphy USA Inc 0.0%
Value ($000) $18 Shares 90 Est. Cost $147.50 Unrealized +24.9%
APA Apache Corp 0.0%
Value ($000) $18 Shares 425 Est. Cost $16.01 Unrealized +92.8%
Western Asset Premier Bond 0.0%
Value ($000) $18 Shares 1,475 Est. Cost $14.24 Unrealized
NGG National Grid ADR 0.0%
Value ($000) $18 Shares 228 Est. Cost $58.43 Unrealized
AXP American Express 0.0%
Value ($000) $17 Shares 93 Est. Cost $95.02 Unrealized +80.8%
SPHQ PowerShares S&P 500 High Quality ETF 0.0%
Value ($000) $17 Shares 350 Est. Cost $48.57 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $17 Shares 177 Est. Cost $66.82 Unrealized +30.9%
AMLP Alerian MLP ETF 0.0%
Value ($000) $16 Shares 414 Est. Cost $24.15 Unrealized
DOV Dover Corporation 0.0%
Value ($000) $16 Shares 101 Est. Cost $111.11 Unrealized +40.4%
GIS General Mills 0.0%
Value ($000) $16 Shares 230 Est. Cost $50.62 Unrealized +16.1%
IBN Icici Bank Ltd 0.0%
Value ($000) $16 Shares 869 Est. Cost $12.66 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.0%
Value ($000) $16 Shares 192 Est. Cost $81.12 Unrealized
ADM Archer Daniels-Midland 0.0%
Value ($000) $16 Shares 175 Est. Cost $69.63 Unrealized 0.0%
IMKTA Ingles Markets Inc 0.0%
Value ($000) $16 Shares 175 Est. Cost $82.03 Unrealized 0.0%
OSK Oshkosh Corp 0.0%
Value ($000) $15 Shares 152 Est. Cost $101.52 Unrealized +3.1%
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $15 Shares 148 Est. Cost $74.32 Unrealized
TRP TC Energy Corpcom 0.0%
Value ($000) $15 Shares 260 Est. Cost $39.87 Unrealized +7.8%
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $15 Shares 135 Est. Cost $224.14 Unrealized
BlackRock Credit Allocation Inc 0.0%
Value ($000) $15 Shares 1,218 Est. Cost $13.39 Unrealized
TLK PT Telkom Indonesia (Persero) Tbk 0.0%
Value ($000) $15 Shares 464 Est. Cost $32.33 Unrealized
TJX TJX Companies Inc 0.0%
Value ($000) $15 Shares 248 Est. Cost $42.48 Unrealized +48.9%
TMUS T-Mobile US Inc 0.0%
Value ($000) $15 Shares 118 Est. Cost $81.74 Unrealized +40.8%
RSPH Invesco S&P 500 Equal Wt Hlth Care ETF 0.0%
Value ($000) $15 Shares 50 Est. Cost $320.00 Unrealized
IWS iShares Russell Midcap Value 0.0%
Value ($000) $15 Shares 128 Est. Cost $91.53 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.86 Unrealized -3.1%
NXST Nexstar Broadcasting Group Inc 0.0%
Value ($000) $14 Shares 75 Est. Cost $61.34 Unrealized +146.4%
DG Dollar Gen 0.0%
Value ($000) $14 Shares 65 Est. Cost $81.25 Unrealized +144.8%
PBW PowerShares Wilderhill Clean Energy Portfo 0.0%
Value ($000) $14 Shares 220 Est. Cost $104.55 Unrealized
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $14 Shares 191 Est. Cost $42.42 Unrealized +34.7%
APD Air Pdts & Chemicals 0.0%
Value ($000) $13 Shares 51 Est. Cost $193.49 Unrealized +19.9%
BBVA Banco Bilbao 0.0%
Value ($000) $13 Shares 2,339 Est. Cost $6.69 Unrealized
Marathon Oil 0.0%
Value ($000) $13 Shares 500 Est. Cost $16.92 Unrealized
SUI Sun Communities 0.0%
Value ($000) $13 Shares 75 Est. Cost $100.00 Unrealized
ELS Equity Lifestyle Ppt 0.0%
Value ($000) $13 Shares 169 Est. Cost $81.58 Unrealized
RSPM Invesco S&P 500 Equal Weight Matrls ETF 0.0%
Value ($000) $13 Shares 70 Est. Cost $185.71 Unrealized
IBUY Amplify Online Retail 0.0%
Value ($000) $12 Shares 180 Est. Cost $116.67 Unrealized
BUD Anheuser Busch 0.0%
Value ($000) $12 Shares 200 Est. Cost $110.00 Unrealized
NXPI NXP Semiconductors 0.0%
Value ($000) $12 Shares 63 Est. Cost $85.78 Unrealized +113.2%
Core Laboratories NV 0.0%
Value ($000) $12 Shares 372 Est. Cost $110.22 Unrealized
CLX Clorox Corp 0.0%
Value ($000) $12 Shares 85 Est. Cost $176.37 Unrealized -23.6%
CNI Canadian Natl Railwy 0.0%
Value ($000) $12 Shares 89 Est. Cost $69.22 Unrealized +67.2%
RDW Genesis Park Acquisition Corp 0.0%
Value ($000) $11 Shares 1,280 Est. Cost $10.42 Unrealized -41.4%
FCX Freeprt McMorn Cl B 0.0%
Value ($000) $11 Shares 225 Est. Cost $41.84 Unrealized 0.0%
Barrick Gold Corp 0.0%
Value ($000) $11 Shares 459 Est. Cost $17.43 Unrealized
XP XP Inc 0.0%
Value ($000) $11 Shares 349 Est. Cost $32.57 Unrealized -4.2%
ABEV Ambev SA 0.0%
Value ($000) $11 Shares 3,502 Est. Cost $3.80 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $11 Shares 263 Est. Cost $48.93 Unrealized -26.6%
MUFG Mitsubishi U F J Finan 0.0%
Value ($000) $11 Shares 1,821 Est. Cost $5.03 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $11 Shares 142 Est. Cost $40.59 Unrealized +105.4%
XLE Sector Spdr Energy Sel 0.0%
Value ($000) $11 Shares 146 Est. Cost $69.85 Unrealized
NSP Insperity Inc 0.0%
Value ($000) $11 Shares 110 Est. Cost $72.52 Unrealized +23.4%
Linde PLC 0.0%
Value ($000) $11 Shares 36 Est. Cost $160.49 Unrealized
IP International Paper 0.0%
Value ($000) $11 Shares 239 Est. Cost $36.27 Unrealized +6.6%
GLP Global Partners LP 0.0%
Value ($000) $11 Shares 420 Est. Cost $16.67 Unrealized
HDB HDFC Bank Limited 0.0%
Value ($000) $10 Shares 162 Est. Cost $77.16 Unrealized
NPO Enpro Industries Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $84.73 Unrealized +25.6%
RCL Royal Caribbean Crui 0.0%
Value ($000) $10 Shares 122 Est. Cost $113.58 Unrealized -31.9%
SOFI SoFi Technologies Inc 0.0%
Value ($000) $10 Shares 1,100 Est. Cost $15.89 Unrealized -27.7%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $10 Shares 125 Est. Cost $83.68 Unrealized -8.1%
HDV Ishares Core High 0.0%
Value ($000) $10 Shares 92 Est. Cost $90.24 Unrealized
DraftKings Inc 0.0%
Value ($000) $10 Shares 500 Est. Cost $48.00 Unrealized
DOW Dow Chemical Corp 0.0%
Value ($000) $10 Shares 164 Est. Cost $46.00 Unrealized +4.9%
EQNR Equinor A S A 0.0%
Value ($000) $9 Shares 228 Est. Cost $26.14 Unrealized
BKNG Booking Hldgs Inc 0.0%
Value ($000) $9 Shares 4 Est. Cost $2033.83 Unrealized +13.0%
AMZA Infracap MLP 0.0%
Value ($000) $9 Shares 285 Est. Cost $10.77 Unrealized
ON ON Semiconductor Corp 0.0%
Value ($000) $9 Shares 140 Est. Cost $60.97 Unrealized 0.0%
National Western Life Group Inc 0.0%
Value ($000) $8 Shares 37 Est. Cost $162.16 Unrealized
RYZ Ryerson Holding Corp 0.0%
Value ($000) $8 Shares 225 Est. Cost $27.21 Unrealized 0.0%
DAL Delta Airlines New 0.0%
Value ($000) $8 Shares 200 Est. Cost $54.09 Unrealized -30.0%
D Dominion Resources Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.42 Unrealized +5.5%
MDU MDU Resources Group Inc 0.0%
Value ($000) $8 Shares 282 Est. Cost $8.05 Unrealized +17.5%
LUV Southwest Airlines 0.0%
Value ($000) $7 Shares 162 Est. Cost $45.99 Unrealized -11.1%
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $7 Shares 460 Est. Cost $9.99 Unrealized +2.1%
ASO Amsouth Bancorp 0.0%
Value ($000) $7 Shares 175 Est. Cost $15.69 Unrealized +126.5%
PHO Invesco Water Resources 0.0%
Value ($000) $7 Shares 125 Est. Cost $32.00 Unrealized
NOBL ProShares S&P 500 Dividend Aristocrats 0.0%
Value ($000) $7 Shares 72 Est. Cost $85.86 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $72.73 Unrealized
GSG iShares S&P GSCI Commodity-Indexed Trust 0.0%
Value ($000) $6 Shares 260 Est. Cost $11.54 Unrealized
XLV Sector Spdr Health Sel 0.0%
Value ($000) $6 Shares 43 Est. Cost $116.28 Unrealized
FNF Fidelity National Financial Inc 0.0%
Value ($000) $6 Shares 120 Est. Cost $38.96 Unrealized +0.9%
HP Helmerich & Payne Inc 0.0%
Value ($000) $6 Shares 150 Est. Cost $56.06 Unrealized -38.5%
CMG Chipotle Mexican Grill 0.0%
Value ($000) $6 Shares 4 Est. Cost $6.08 Unrealized +395.4%
BALL Ball Corporation 0.0%
Value ($000) $6 Shares 70 Est. Cost $63.09 Unrealized +36.6%
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 +4.8%
C Citigroup 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.37 Unrealized +2.2%
PFG Principal Financial Grp 0.0%
Value ($000) $6 Shares 78 Est. Cost $54.80 Unrealized +14.8%
O Realty Incm Corp 0.0%
Value ($000) $5 Shares 69 Est. Cost $55.37 Unrealized -0.1%
WY Weyerhauser 0.0%
Value ($000) $5 Shares 120 Est. Cost $31.98 Unrealized +6.7%
OVV Ovintiv Ord 0.0%
Value ($000) $5 Shares 92 Est. Cost $43.09 Unrealized 0.0%
US Silica Holdings Inc 0.0%
Value ($000) $5 Shares 291 Est. Cost $17.18 Unrealized
WestRock Co 0.0%
Value ($000) $5 Shares 115 Est. Cost $43.48 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $5 Shares 35 Est. Cost $99.29 Unrealized +16.4%
IJJ iShares S&P Mid Cap 0.0%
Value ($000) $5 Shares 42 Est. Cost $95.24 Unrealized
XLY Sector Spdr Cons Sel 0.0%
Value ($000) $5 Shares 28 Est. Cost $178.57 Unrealized
XLF Sector Spdr Fin Sel 0.0%
Value ($000) $5 Shares 120 Est. Cost $33.33 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $5 Shares 115 Est. Cost $30.66 Unrealized +8.6%
ED Consolidated Edison Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $64.61 Unrealized +17.0%
DD Dupont De Nemours Inc 0.0%
Value ($000) $5 Shares 65 Est. Cost $27.24 Unrealized +10.4%
JCI Johnson Controls Inc 0.0%
Value ($000) $5 Shares 81 Est. Cost $28.27 Unrealized +125.1%
KMB Kimberly Clark 0.0%
Value ($000) $4 Shares 35 Est. Cost $115.26 Unrealized -1.1%
MCY Mercury General Corp 0.0%
Value ($000) $4 Shares 70 Est. Cost $53.71 Unrealized +0.3%
Total Energies SE 0.0%
Value ($000) $4 Shares 81 Est. Cost $51.95 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $4 Shares 32 Est. Cost $79.73 Unrealized +41.1%
STORE Capital Corp 0.0%
Value ($000) $4 Shares 134 Est. Cost $28.16 Unrealized
PBF PBF Energy Inc 0.0%
Value ($000) $4 Shares 180 Est. Cost $18.89 Unrealized 0.0%
NEO NeoGenomics Inc 0.0%
Value ($000) $4 Shares 300 Est. Cost $28.80 Unrealized -26.9%
CBRL Cracker Barrel Old Country Store Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $111.02 Unrealized -6.0%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $4 Shares 69 Est. Cost $54.62 Unrealized +7.4%
XLI Sector Spdr Indl Sel 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $245.31 Unrealized
EL Estee Lauderco Inc 0.0%
Value ($000) $3 Shares 11 Est. Cost $108.54 Unrealized +160.0%
XLP Sector Spdr Con Sta Sel 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
ESML iShares ESG Aware MSCI 0.0%
Value ($000) $3 Shares 88 Est. Cost $42.36 Unrealized
XJH iShares ESG Screened S&P Mid-Cap 0.0%
Value ($000) $3 Shares 94 Est. Cost $39.38 Unrealized
ILPT Industrial Logistics REIT 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.84 Unrealized
Intercept Pharma Inc 0.0%
Value ($000) $3 Shares 154 Est. Cost $123.38 Unrealized
LQD iShares IBOXX Inv Grade Bond ETF IV 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
STLD Steel Dynamics Inc 0.0%
Value ($000) $3 Shares 30 Est. Cost $28.20 Unrealized +125.0%
CELULARITY ORD 0.0%
Value ($000) $3 Shares 400 Est. Cost $7.50 Unrealized
OGN Organon &Co Common Stock 0.0%
Value ($000) $3 Shares 90 Est. Cost $26.93 Unrealized +6.0%
BSV Vanguard Short-Term Bond 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
PFLT PennantPark Floating Rate Capital Ltd 0.0%
Value ($000) $3 Shares 223 Est. Cost $5.56 Unrealized +50.5%
Annaly Capital Mgmt 0.0%
Value ($000) $3 Shares 364 Est. Cost $8.16 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
BTU Peabody Energy Corp 0.0%
Value ($000) $2 Shares 100 Est. Cost $3.62 Unrealized +350.1%
NBIS Yandex N V 0.0%
Value ($000) $2 Shares 128 Est. Cost $26.91 Unrealized
WTI W&T Offshore Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.41 Unrealized 0.0%
RWX SPDR Dow Jones Int RE ETF IV 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
KD Kyndryl Holdings 0.0%
Value ($000) $2 Shares 152 Est. Cost $21.59 Unrealized -30.3%
H&E Equipment Services Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
Nordstrom Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SCHB Schwab US Broad Market 0.0%
Value ($000) $1 Shares 11 Est. Cost $77.13 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
SCHF Schwab International Equity 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $1 Shares 124 Est. Cost $13.33 Unrealized -17.1%
WAB Wabtec 0.0%
Value ($000) $1 Shares 9 Est. Cost $84.00 Unrealized +7.8%
GPRE Green Plains Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $31.40 Unrealized 0.0%
MAG Silver Corp 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
SLVM Sylvamo ORD 0.0%
Value ($000) $1 Shares 21 Est. Cost $26.31 Unrealized +13.9%
OXY/WS Occidental Petro Warrants Exp 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
Information Analysis Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
XLB Sector Spdr Materials Sel 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
BMBL Bumble Inc 0.0%
Value ($000) $1 Shares 51 Est. Cost $67.36 Unrealized -58.9%
AGNC American Capital Agency 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
Brookfield Asset Mgmt Cl A 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized