Virtue Capital Management, LLC Diversified Active

CIK: 0001729985 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 16, 2020

Total Value ($000): $406,195 (100.0% shares, 0.0% debt)

Holdings (239)

RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 6.5%
Value ($000) $26,329 Shares 243,541 Est. Cost $103.72 Unrealized
AGG ISHARES TRUST CORE US AGGBD ET ETF 4.4%
Value ($000) $18,023 Shares 152,656 Est. Cost $115.40 Unrealized
IEF ISHARES TRUST BARCLAYS 7 10 YR ETF 3.0%
Value ($000) $12,049 Shares 98,911 Est. Cost $121.60 Unrealized
VOO VANGUARD S&P 500 ETF SHS 2.6%
Value ($000) $10,389 Shares 33,770 Est. Cost $288.99 Unrealized
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $9,511 Shares 45,219 Est. Cost $171.22 Unrealized +17.2%
AMZN AMAZON COM INC COM 2.1%
Value ($000) $8,527 Shares 2,708 Est. Cost $125.68 Unrealized +25.4%
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 1.7%
Value ($000) $6,878 Shares 65,965 Est. Cost $102.14 Unrealized
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 1.6%
Value ($000) $6,363 Shares 69,980 Est. Cost $83.39 Unrealized
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 1.4%
Value ($000) $5,645 Shares 65,257 Est. Cost $86.16 Unrealized
AAPL APPLE INC COM 1.3%
Value ($000) $5,459 Shares 47,136 Est. Cost $97.29 Unrealized +8.9%
IEI ISHARES TRUST 3 7 YR TREAS BD ETF 1.3%
Value ($000) $5,321 Shares 39,828 Est. Cost $133.68 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 1.3%
Value ($000) $5,229 Shares 11,844 Est. Cost $336.96 Unrealized +20.9%
NVDA NVIDIA CORP COM 1.3%
Value ($000) $5,117 Shares 9,455 Est. Cost $8.06 Unrealized +43.9%
SBAC SBA COMMUNICATIONS CORP CL A 1.2%
Value ($000) $4,988 Shares 15,661 Est. Cost $274.07 Unrealized +3.7%
V VISA INC COM CL A 1.2%
Value ($000) $4,681 Shares 23,410 Est. Cost $175.73 Unrealized +9.4%
HYG ISHARES TRUST IBOXX HI YD ETF 1.1%
Value ($000) $4,580 Shares 54,587 Est. Cost $82.84 Unrealized
META FACEBOOK INC COM CL A 1.1%
Value ($000) $4,345 Shares 16,589 Est. Cost $210.93 Unrealized +21.4%
HD HOME DEPOT INC COM 1.1%
Value ($000) $4,298 Shares 15,478 Est. Cost $199.72 Unrealized +19.0%
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 1.0%
Value ($000) $4,168 Shares 65,027 Est. Cost $58.88 Unrealized
ADBE ADOBE INC COM 1.0%
Value ($000) $3,997 Shares 8,151 Est. Cost $381.58 Unrealized +21.9%
FXH FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF 0.9%
Value ($000) $3,854 Shares 40,678 Est. Cost $90.19 Unrealized
FXG FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 0.9%
Value ($000) $3,833 Shares 79,719 Est. Cost $46.04 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value ($000) $3,658 Shares 11,733 Est. Cost $261.11 Unrealized +7.7%
BALL BALL CORP COM 0.9%
Value ($000) $3,484 Shares 41,915 Est. Cost $63.19 Unrealized +14.1%
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.8%
Value ($000) $3,417 Shares 30,816 Est. Cost $109.34 Unrealized
DHR DANAHER CORP COM 0.8%
Value ($000) $3,225 Shares 14,978 Est. Cost $140.03 Unrealized +24.1%
INTU INTUIT INC COM 0.8%
Value ($000) $3,101 Shares 9,506 Est. Cost $264.89 Unrealized +14.3%
MA MASTERCARD INCORPORATED COM CL A 0.7%
Value ($000) $3,046 Shares 9,008 Est. Cost $267.00 Unrealized +18.2%
APD AIR PRODUCTS & CHEMICALS INC COM 0.7%
Value ($000) $3,036 Shares 10,191 Est. Cost $198.67 Unrealized +26.7%
CMG CHIPOTLE MEXICAN GRILL COM 0.7%
Value ($000) $2,986 Shares 2,401 Est. Cost $18.51 Unrealized +30.2%
GLD SPDR GOLD TRUST GOLD SHS ETF 0.7%
Value ($000) $2,961 Shares 16,715 Est. Cost $167.36 Unrealized
VRTX VERTEX PHARMACEUTICAL COM 0.7%
Value ($000) $2,711 Shares 9,962 Est. Cost $271.12 Unrealized +1.8%
ZTS ZOETIS INC COM CL A 0.7%
Value ($000) $2,710 Shares 16,389 Est. Cost $125.82 Unrealized +16.6%
LQD ISHARES TRUST IBOXX INV CP ETF 0.7%
Value ($000) $2,671 Shares 19,829 Est. Cost $133.67 Unrealized
DXCM DEXCOM INC COM 0.7%
Value ($000) $2,662 Shares 6,457 Est. Cost $89.45 Unrealized +16.8%
CRM SALESFORCE.COM INC COM 0.6%
Value ($000) $2,632 Shares 10,473 Est. Cost $178.86 Unrealized +20.9%
GOOGL ALPHABET INC COM CL A 0.6%
Value ($000) $2,607 Shares 1,779 Est. Cost $66.92 Unrealized +13.0%
TIP ISHARES TRUST TIPS BD ETF 0.6%
Value ($000) $2,465 Shares 19,483 Est. Cost $124.64 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $2,390 Shares 39,638 Est. Cost $47.92 Unrealized +1.4%
ADSK AUTODESK INC COM 0.6%
Value ($000) $2,299 Shares 9,954 Est. Cost $198.33 Unrealized +19.8%
XYZ SQUARE INC COM CL A 0.6%
Value ($000) $2,288 Shares 14,078 Est. Cost $141.19 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.6%
Value ($000) $2,245 Shares 16,152 Est. Cost $100.57 Unrealized +15.7%
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $2,241 Shares 28,072 Est. Cost $71.40 Unrealized +9.3%
CMCSA COMCAST CORP COM CL A 0.5%
Value ($000) $2,195 Shares 47,458 Est. Cost $33.80 Unrealized +11.3%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.5%
Value ($000) $2,150 Shares 7,312 Est. Cost $215.69 Unrealized
IVV ISHARES TRUST CORE S&P500 ETF 0.5%
Value ($000) $2,148 Shares 6,393 Est. Cost $323.27 Unrealized
FTV FORTIVE CORP COM 0.5%
Value ($000) $2,083 Shares 27,330 Est. Cost $38.82 Unrealized +14.8%
VRSK VERISK ANALYTICS INC COM 0.5%
Value ($000) $2,070 Shares 11,169 Est. Cost $149.70 Unrealized +18.1%
SEATTLE GENETICS INC COM 0.5%
Value ($000) $1,963 Shares 10,029 Est. Cost $169.90 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $1,957 Shares 13,991 Est. Cost $38.07 Unrealized +8.5%
NFLX NETFLIX INC COM 0.5%
Value ($000) $1,950 Shares 3,900 Est. Cost $42.56 Unrealized +16.9%
MANH MANHATTAN ASSOCIATES INC COM 0.5%
Value ($000) $1,945 Shares 20,368 Est. Cost $74.44 Unrealized +27.2%
ZBRA ZEBRA TECHNOLOGIES COM CL A 0.5%
Value ($000) $1,943 Shares 7,695 Est. Cost $234.34 Unrealized +14.9%
GOOG ALPHABET INC COM CL C 0.5%
Value ($000) $1,934 Shares 1,316 Est. Cost $66.98 Unrealized +13.1%
VZ VERIZON COMMUNICATIONS COM 0.5%
Value ($000) $1,916 Shares 32,215 Est. Cost $40.75 Unrealized +4.5%
ROK ROCKWELL AUTOMATION INC COM 0.5%
Value ($000) $1,866 Shares 8,454 Est. Cost $203.70 Unrealized 0.0%
AMT AMERICAN TOWER CORP COM 0.5%
Value ($000) $1,861 Shares 7,697 Est. Cost $210.71 Unrealized +2.9%
AMGN AMGEN INC COM 0.5%
Value ($000) $1,860 Shares 7,318 Est. Cost $192.33 Unrealized +8.9%
AES AES CORP COM 0.5%
Value ($000) $1,831 Shares 101,112 Est. Cost $10.71 Unrealized +28.4%
NEM NEWMONT CORPORATION COM 0.5%
Value ($000) $1,829 Shares 28,832 Est. Cost $49.87 Unrealized +10.6%
FXU FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 0.5%
Value ($000) $1,828 Shares 69,075 Est. Cost $25.78 Unrealized
JPM JP MORGAN CHASE & CO COM 0.4%
Value ($000) $1,785 Shares 18,543 Est. Cost $81.74 Unrealized +4.5%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,757 Shares 11,803 Est. Cost $124.24 Unrealized +2.2%
ACTIVISION BLIZZARD INC COM 0.4%
Value ($000) $1,743 Shares 21,530 Est. Cost $75.90 Unrealized
TWLO TWILIO INC COM CL A 0.4%
Value ($000) $1,735 Shares 7,023 Est. Cost $246.54 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INC COM 0.4%
Value ($000) $1,725 Shares 8,756 Est. Cost $137.88 Unrealized +36.3%
ECL ECOLAB INC COM 0.4%
Value ($000) $1,683 Shares 8,420 Est. Cost $182.16 Unrealized +3.4%
ATLASSIAN CORPORATION PLC COM CL A 0.4%
Value ($000) $1,676 Shares 9,217 Est. Cost $181.84 Unrealized
COST COSTCO WHOLESALE CORP COM 0.4%
Value ($000) $1,661 Shares 4,678 Est. Cost $281.70 Unrealized +9.7%
IPGP IPG PHOTONICS CORPORATION COM 0.4%
Value ($000) $1,654 Shares 9,729 Est. Cost $165.04 Unrealized 0.0%
DVA DAVITA INC COM 0.4%
Value ($000) $1,647 Shares 19,230 Est. Cost $78.08 Unrealized +9.4%
ROL ROLLINS INC COM 0.4%
Value ($000) $1,635 Shares 30,167 Est. Cost $32.34 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.4%
Value ($000) $1,613 Shares 11,255 Est. Cost $26.36 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.4%
Value ($000) $1,590 Shares 32,648 Est. Cost $47.78 Unrealized 0.0%
FTNT FORTINET INC COM 0.4%
Value ($000) $1,531 Shares 12,996 Est. Cost $25.11 Unrealized +2.9%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.4%
Value ($000) $1,525 Shares 17,464 Est. Cost $97.82 Unrealized 0.0%
WST WEST PHARMA SERVICES INC COM 0.4%
Value ($000) $1,511 Shares 5,497 Est. Cost $193.81 Unrealized +34.8%
UPS UNITED PARCEL SERVICE INC COM CL B 0.4%
Value ($000) $1,499 Shares 8,995 Est. Cost $86.56 Unrealized +35.5%
REGN REGENERON PHARMACEUTICALS INC COM 0.4%
Value ($000) $1,454 Shares 2,597 Est. Cost $564.49 Unrealized +6.8%
IDXX IDEXX LABORATORIES INC COM 0.4%
Value ($000) $1,431 Shares 3,639 Est. Cost $289.54 Unrealized +27.7%
PFE PFIZER INC COM 0.3%
Value ($000) $1,413 Shares 38,502 Est. Cost $25.99 Unrealized +4.3%
ISRG INTUITIVE SURGICAL INC COM 0.3%
Value ($000) $1,408 Shares 1,984 Est. Cost $186.74 Unrealized +20.2%
EA ELECTRONIC ARTS INC COM 0.3%
Value ($000) $1,404 Shares 10,764 Est. Cost $117.85 Unrealized +12.5%
WFC WELLS FARGO & COMPANY COM 0.3%
Value ($000) $1,354 Shares 57,572 Est. Cost $23.98 Unrealized -9.0%
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.3%
Value ($000) $1,349 Shares 26,921 Est. Cost $44.92 Unrealized
NOW SERVICENOW INC COM 0.3%
Value ($000) $1,337 Shares 2,756 Est. Cost $70.61 Unrealized +26.5%
T AT&T INC COM 0.3%
Value ($000) $1,332 Shares 46,728 Est. Cost $15.42 Unrealized +0.9%
MARVELL TECH GROUP COM 0.3%
Value ($000) $1,329 Shares 33,485 Est. Cost $35.06 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $1,318 Shares 9,512 Est. Cost $110.78 Unrealized +4.0%
BLACKROCK DEBT STR COM NEW 0.3%
Value ($000) $1,312 Shares 131,986 Est. Cost $9.94 Unrealized
CINF CINCINNATI FINANCIAL CORP COM 0.3%
Value ($000) $1,305 Shares 16,734 Est. Cost $57.00 Unrealized +18.5%
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $1,303 Shares 11,164 Est. Cost $100.07 Unrealized +6.4%
DIS WALT DISNEY COMPANY (THE) COM 0.3%
Value ($000) $1,289 Shares 10,388 Est. Cost $107.86 Unrealized +13.2%
BIO BIO RAD LABORATORIES INC COM CL A 0.3%
Value ($000) $1,282 Shares 2,488 Est. Cost $441.30 Unrealized +14.8%
MPWR MONOLITHIC POWER SYSTEM INC COM 0.3%
Value ($000) $1,257 Shares 4,496 Est. Cost $194.18 Unrealized +28.8%
CVX CHEVRON CORPORATION COM 0.3%
Value ($000) $1,254 Shares 17,423 Est. Cost $69.83 Unrealized -4.8%
USB US BANCORP COM 0.3%
Value ($000) $1,232 Shares 34,368 Est. Cost $27.85 Unrealized +3.9%
SMH VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETF 0.3%
Value ($000) $1,204 Shares 6,914 Est. Cost $174.14 Unrealized
IGV ISHARES TRUST EXPANDED TECH SOFTWARE 0.3%
Value ($000) $1,187 Shares 3,814 Est. Cost $311.22 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $1,184 Shares 9,485 Est. Cost $100.57 Unrealized +10.7%
PRU PRUDENTIAL FINANCIAL INC COM 0.3%
Value ($000) $1,158 Shares 18,225 Est. Cost $44.25 Unrealized +13.9%
SHW SHERWIN-WILLIAMS CO COM 0.3%
Value ($000) $1,149 Shares 1,649 Est. Cost $173.91 Unrealized +19.7%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $1,146 Shares 9,735 Est. Cost $74.83 Unrealized +27.2%
TLT ISHARES TRUST 20 YR TR BD ETF 0.3%
Value ($000) $1,146 Shares 7,021 Est. Cost $163.43 Unrealized
NKE NIKE INC COM CL B 0.3%
Value ($000) $1,135 Shares 9,039 Est. Cost $86.67 Unrealized +15.0%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,132 Shares 15,099 Est. Cost $54.79 Unrealized +7.4%
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.3%
Value ($000) $1,115 Shares 30,593 Est. Cost $34.89 Unrealized
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,112 Shares 12,940 Est. Cost $66.31 Unrealized +6.8%
AMCOR PLC COM 0.3%
Value ($000) $1,102 Shares 99,755 Est. Cost $8.29 Unrealized +5.1%
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,101 Shares 13,273 Est. Cost $62.87 Unrealized +4.9%
ACN ACCENTURE PLC COM 0.3%
Value ($000) $1,099 Shares 4,862 Est. Cost $174.62 Unrealized +21.6%
INTC INTEL CORP COM 0.3%
Value ($000) $1,094 Shares 21,134 Est. Cost $53.20 Unrealized -12.5%
CTAS CINTAS CORP COM 0.3%
Value ($000) $1,091 Shares 3,278 Est. Cost $56.27 Unrealized +29.6%
EL ESTEE LAUDER COMPANIES INC COM CL A 0.3%
Value ($000) $1,081 Shares 4,955 Est. Cost $166.67 Unrealized +14.5%
KO COCA-COLA CO COM 0.3%
Value ($000) $1,058 Shares 21,426 Est. Cost $38.72 Unrealized +5.3%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT ETF 0.3%
Value ($000) $1,048 Shares 15,217 Est. Cost $60.50 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $1,040 Shares 2,631 Est. Cost $351.19 Unrealized +14.7%
TYL TYLER TECHNOLOGIES INC COM 0.3%
Value ($000) $1,030 Shares 2,955 Est. Cost $335.55 Unrealized +3.1%
CCI CROWN CASTLE INTL CORP COM 0.2%
Value ($000) $1,012 Shares 6,081 Est. Cost $125.06 Unrealized +3.2%
SJNK SPDR SERIES TRUST BLOOMBERG SRT TR ETF 0.2%
Value ($000) $992 Shares 38,335 Est. Cost $25.88 Unrealized
MDT MEDTRONIC PLC COM 0.2%
Value ($000) $971 Shares 9,342 Est. Cost $81.79 Unrealized +5.4%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $960 Shares 5,651 Est. Cost $166.44 Unrealized -5.6%
LOW LOWE'S COMPANIES INC COM 0.2%
Value ($000) $950 Shares 5,725 Est. Cost $103.31 Unrealized +35.4%
G GENPACT LIMITED COM 0.2%
Value ($000) $937 Shares 24,068 Est. Cost $31.92 Unrealized +15.5%
THOMSON-REUTERS CORP COM 0.2%
Value ($000) $936 Shares 11,735 Est. Cost $67.99 Unrealized
NDSN NORDSON CORP COM 0.2%
Value ($000) $934 Shares 4,870 Est. Cost $159.50 Unrealized +13.8%
HYLB DBX ETF TRUST XTRACK USD HIGH ETF 0.2%
Value ($000) $919 Shares 19,103 Est. Cost $48.11 Unrealized
USHY ISHARES TRUST BROAD USD HIGH ETF 0.2%
Value ($000) $918 Shares 23,257 Est. Cost $39.47 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $917 Shares 6,149 Est. Cost $106.19 Unrealized +19.4%
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $910 Shares 23,103 Est. Cost $37.00 Unrealized +0.2%
BF/B BROWN-FORMAN CORP COM CL B 0.2%
Value ($000) $903 Shares 11,988 Est. Cost $58.01 Unrealized +11.6%
DT DYNATRACE INC COM 0.2%
Value ($000) $901 Shares 21,976 Est. Cost $40.94 Unrealized 0.0%
MET METLIFE INC COM 0.2%
Value ($000) $898 Shares 24,149 Est. Cost $28.97 Unrealized +10.5%
XOM EXXON MOBIL CORPORATION COM 0.2%
Value ($000) $892 Shares 25,981 Est. Cost $34.82 Unrealized -7.2%
PLD PROLOGIS INC COM 0.2%
Value ($000) $881 Shares 8,752 Est. Cost $76.28 Unrealized +13.0%
HYS PIMCO ETF TRUST 0-5 HIGH YIELD ETF 0.2%
Value ($000) $877 Shares 9,348 Est. Cost $93.82 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $871 Shares 13,780 Est. Cost $61.47 Unrealized -8.7%
TJX TJX COS INC COM 0.2%
Value ($000) $870 Shares 15,627 Est. Cost $46.93 Unrealized +6.7%
LULU LULULEMON ATHLETICA INC COM 0.2%
Value ($000) $870 Shares 2,640 Est. Cost $260.81 Unrealized +28.0%
MDLZ MONDELEZ INTL INC COM CL A 0.2%
Value ($000) $868 Shares 15,102 Est. Cost $44.56 Unrealized +9.0%
AKAM AKAMAI TECHNOLOGIES COM 0.2%
Value ($000) $863 Shares 7,806 Est. Cost $102.14 Unrealized +8.7%
HPQ HP INCORPORATION COM 0.2%
Value ($000) $854 Shares 44,979 Est. Cost $13.08 Unrealized +16.0%
SO SOUTHERN CO COM 0.2%
Value ($000) $841 Shares 15,503 Est. Cost $44.76 Unrealized -2.7%
FIS FIDELITY NATIONAL INFORMATION COM 0.2%
Value ($000) $840 Shares 5,709 Est. Cost $119.40 Unrealized +7.9%
VTR VENTAS INC COM 0.2%
Value ($000) $839 Shares 19,985 Est. Cost $26.96 Unrealized +22.6%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $836 Shares 22,919 Est. Cost $31.60 Unrealized +4.5%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $826 Shares 8,236 Est. Cost $86.23 Unrealized +6.6%
RTX RAYTHEON TECH CORP COM 0.2%
Value ($000) $814 Shares 14,145 Est. Cost $54.58 Unrealized -1.6%
IHS MARKIT LTD COM 0.2%
Value ($000) $808 Shares 10,294 Est. Cost $76.22 Unrealized
AJG GALLAGHER (ARTHUR J) & CO COM 0.2%
Value ($000) $797 Shares 7,552 Est. Cost $83.03 Unrealized +17.6%
SPLUNK INC COM 0.2%
Value ($000) $792 Shares 4,208 Est. Cost $197.16 Unrealized
GWW GRAINGER W W INC COM 0.2%
Value ($000) $758 Shares 2,126 Est. Cost $277.17 Unrealized +17.0%
EQIX EQUINIX INC COM 0.2%
Value ($000) $755 Shares 993 Est. Cost $620.78 Unrealized +10.1%
WESTERN ASSET GLOB COM 0.2%
Value ($000) $752 Shares 45,400 Est. Cost $16.56 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.2%
Value ($000) $746 Shares 2,684 Est. Cost $219.48 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC COM 0.2%
Value ($000) $745 Shares 9,114 Est. Cost $66.63 Unrealized +1.8%
MTUM ISHARES TRUST MSCI USA MMENTM ETF 0.2%
Value ($000) $737 Shares 4,999 Est. Cost $147.43 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $735 Shares 9,313 Est. Cost $78.64 Unrealized
FIRST TRUST HIGH I COM 0.2%
Value ($000) $722 Shares 51,900 Est. Cost $13.91 Unrealized
KMI KINDER MORGAN INC COM 0.2%
Value ($000) $718 Shares 58,270 Est. Cost $10.85 Unrealized -6.7%
WPC WP CAREY INC COM 0.2%
Value ($000) $706 Shares 10,828 Est. Cost $67.68 Unrealized
ETSY ETSY INC COM 0.2%
Value ($000) $699 Shares 5,748 Est. Cost $74.59 Unrealized +56.9%
BAC BANK OF AMERICA CORPORATION COM 0.2%
Value ($000) $696 Shares 28,882 Est. Cost $20.57 Unrealized +6.1%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $693 Shares 2,832 Est. Cost $36.92 Unrealized +12.7%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $691 Shares 3,244 Est. Cost $182.62 Unrealized +12.0%
MTCH MATCH GROUP INC COM 0.2%
Value ($000) $690 Shares 6,236 Est. Cost $103.47 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $677 Shares 4,887 Est. Cost $124.31 Unrealized +5.4%
CTVA CORTEVA INC COM 0.2%
Value ($000) $675 Shares 23,420 Est. Cost $24.35 Unrealized +8.8%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $669 Shares 391 Est. Cost $1497.60 Unrealized +15.4%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $667 Shares 1,740 Est. Cost $323.73 Unrealized +1.6%
ANGL VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETF 0.2%
Value ($000) $666 Shares 22,404 Est. Cost $29.73 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $665 Shares 4,660 Est. Cost $101.52 Unrealized +15.1%
ABBV ABBVIE INC COM 0.2%
Value ($000) $662 Shares 7,558 Est. Cost $70.50 Unrealized +8.2%
CVS CVS HEALTH CORPORATION COM 0.2%
Value ($000) $660 Shares 11,306 Est. Cost $52.60 Unrealized -0.4%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $659 Shares 2,944 Est. Cost $215.07 Unrealized +0.0%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $652 Shares 16,878 Est. Cost $24.96 Unrealized +8.9%
AAP ADVANCE AUTO PARTS INC COM 0.2%
Value ($000) $636 Shares 4,143 Est. Cost $115.16 Unrealized +15.8%
MNST MONSTER BEVERAGE CORP COM 0.2%
Value ($000) $635 Shares 7,921 Est. Cost $33.55 Unrealized +17.7%
PEG PUBLIC SERVICE ENTERPRISE GRP COM 0.2%
Value ($000) $634 Shares 11,538 Est. Cost $41.12 Unrealized +7.2%
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.2%
Value ($000) $631 Shares 1,885 Est. Cost $334.75 Unrealized
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.2%
Value ($000) $631 Shares 15,424 Est. Cost $37.78 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $629 Shares 17,312 Est. Cost $31.58 Unrealized +1.6%
VMWARE INC COM CL A 0.2%
Value ($000) $622 Shares 4,329 Est. Cost $152.11 Unrealized
PNC PNC FINANCIAL SERVICES GROUP COM 0.2%
Value ($000) $613 Shares 5,577 Est. Cost $85.95 Unrealized +3.2%
IBB ISHARES TRUST NASDAQ BIOTECH ETF 0.2%
Value ($000) $611 Shares 4,509 Est. Cost $135.51 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V COM 0.1%
Value ($000) $605 Shares 8,586 Est. Cost $40.79 Unrealized +17.9%
BLACKROCK INC COM 0.1%
Value ($000) $604 Shares 1,071 Est. Cost $544.01 Unrealized
ALEXION PHARMACEUTICAL INC COM 0.1%
Value ($000) $602 Shares 5,262 Est. Cost $112.64 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $592 Shares 1,380 Est. Cost $109.45 Unrealized +7.9%
KEY KEYCORP COM 0.1%
Value ($000) $590 Shares 49,469 Est. Cost $8.82 Unrealized +6.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $586 Shares 11,301 Est. Cost $56.22 Unrealized -12.7%
NUVEEN CREDIT STRATEGIES INCOM COM SHS 0.1%
Value ($000) $573 Shares 97,000 Est. Cost $5.91 Unrealized
EMN EASTMAN CHEMICAL CO COM 0.1%
Value ($000) $560 Shares 7,174 Est. Cost $51.71 Unrealized +20.8%
SHOP SHOPIFY INC COM CL A 0.1%
Value ($000) $560 Shares 547 Est. Cost $99.42 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $511 Shares 15,566 Est. Cost $32.91 Unrealized -5.2%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $510 Shares 7,772 Est. Cost $50.28 Unrealized +16.9%
ORLY OREILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $507 Shares 1,100 Est. Cost $20.00 Unrealized +51.9%
BKLN INVESCO EXCHANGE TRADED FUND T SR LN ETF 0.1%
Value ($000) $505 Shares 23,229 Est. Cost $21.37 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $494 Shares 16,933 Est. Cost $21.13 Unrealized +4.1%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $477 Shares 52,056 Est. Cost $6.82 Unrealized +6.8%
APTIV PLC COM 0.1%
Value ($000) $473 Shares 5,158 Est. Cost $80.35 Unrealized
CHRW CH ROBINSON WORLDWIDE INC COM 0.1%
Value ($000) $464 Shares 4,542 Est. Cost $67.01 Unrealized +23.3%
IBM INTERNATIONAL BUS MACH CORP COM 0.1%
Value ($000) $458 Shares 3,763 Est. Cost $91.40 Unrealized +2.7%
DVY ISHARES TRUST SELECT DIVID ETF 0.1%
Value ($000) $436 Shares 5,343 Est. Cost $98.40 Unrealized
EBAY EBAY INC COM 0.1%
Value ($000) $425 Shares 8,150 Est. Cost $50.23 Unrealized 0.0%
IQV IQVIA HOLDINGS INC COM 0.1%
Value ($000) $424 Shares 2,689 Est. Cost $135.51 Unrealized +15.6%
ALC ALCON AG COM 0.1%
Value ($000) $423 Shares 7,419 Est. Cost $56.63 Unrealized +2.4%
KMX CARMAX INC COM 0.1%
Value ($000) $421 Shares 4,585 Est. Cost $78.36 Unrealized +27.5%
BMRN BIOMARIN PHARMACEUTICAL COM 0.1%
Value ($000) $398 Shares 5,227 Est. Cost $99.82 Unrealized +1.4%
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $388 Shares 9,576 Est. Cost $24.80 Unrealized +12.7%
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.1%
Value ($000) $378 Shares 4,665 Est. Cost $81.03 Unrealized
BUD ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED 0.1%
Value ($000) $378 Shares 7,021 Est. Cost $49.94 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $366 Shares 1,004 Est. Cost $24.82 Unrealized +19.4%
ELV ANTHEM INC COM 0.1%
Value ($000) $347 Shares 1,291 Est. Cost $247.08 Unrealized +1.2%
TGT TARGET CORP COM 0.1%
Value ($000) $312 Shares 1,983 Est. Cost $98.18 Unrealized +20.9%
C CITIGROUP INC COM 0.1%
Value ($000) $309 Shares 7,165 Est. Cost $38.68 Unrealized +6.0%
PCY INVESCO EXCHANGE TRADED FUND T EMRNG MKT SVRG ETF 0.1%
Value ($000) $306 Shares 11,288 Est. Cost $27.11 Unrealized
VEU VANGUARD ALLWRLD EX US ETF 0.1%
Value ($000) $305 Shares 6,041 Est. Cost $47.63 Unrealized
COR AMERISOURCEBERGEN CORPORATION COM 0.1%
Value ($000) $303 Shares 3,125 Est. Cost $79.57 Unrealized +9.7%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $293 Shares 9,598 Est. Cost $17.13 Unrealized +53.9%
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.1%
Value ($000) $269 Shares 9,180 Est. Cost $27.64 Unrealized
NTNX NUTANIX INC COM CL A 0.1%
Value ($000) $250 Shares 11,251 Est. Cost $20.92 Unrealized +9.3%
SYK STRYKER CORP COM 0.1%
Value ($000) $243 Shares 1,166 Est. Cost $174.00 Unrealized +5.5%
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.1%
Value ($000) $240 Shares 3,542 Est. Cost $64.09 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $234 Shares 657 Est. Cost $305.66 Unrealized +12.5%
BIV VANGUARD INTERMED TERM ETF 0.1%
Value ($000) $233 Shares 2,493 Est. Cost $93.46 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $226 Shares 1,327 Est. Cost $156.74 Unrealized
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $221 Shares 2,500 Est. Cost $66.72 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $216 Shares 4,986 Est. Cost $47.74 Unrealized -10.8%
AMP AMERIPRISE FINANCIAL INC COM 0.1%
Value ($000) $211 Shares 1,368 Est. Cost $116.82 Unrealized +21.0%
CORNERSTONE BUILDING BRANDS IN COM 0.1%
Value ($000) $205 Shares 25,742 Est. Cost $6.06 Unrealized
OKE ONEOK INC COM 0.1%
Value ($000) $204 Shares 7,857 Est. Cost $22.62 Unrealized -11.8%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $204 Shares 3,268 Est. Cost $56.47 Unrealized 0.0%
GLOB GLOBANT SA COM 0.1%
Value ($000) $204 Shares 1,136 Est. Cost $172.17 Unrealized 0.0%
F FORD MOTOR CO COM 0.0%
Value ($000) $124 Shares 18,691 Est. Cost $7.10 Unrealized -27.6%
TREE OF KNOWLEDGE INTL COR COM 0.0%
Value ($000) $59 Shares 1,551,600 Est. Cost $0.04 Unrealized
LYG LLOYDS BANKING GROUP ADR SPONSORED 0.0%
Value ($000) $33 Shares 25,274 Est. Cost $1.51 Unrealized
EXACTUS INC COM 0.0%
Value ($000) $5 Shares 74,000 Est. Cost $0.07 Unrealized
SENSEONICS HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized