Williams Jones Wealth Management, LLC. Diversified Active

CIK: 0001788587 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $6,131,917 (100.0% shares, 0.0% debt)

Holdings (478)

AAPL APPLE INC COM 5.4%
Value ($000) $329,282 Shares 2,481,587 Est. Cost $92.14 Unrealized +27.0%
V VISA INC COM CL A 4.7%
Value ($000) $288,986 Shares 1,321,198 Est. Cost $170.39 Unrealized +15.7%
IDXX IDEXX LABS INC COM 3.8%
Value ($000) $232,174 Shares 464,468 Est. Cost $278.27 Unrealized +60.8%
ECL ECOLAB INC COM 3.1%
Value ($000) $189,104 Shares 874,025 Est. Cost $187.35 Unrealized +5.4%
COST COSTCO WHSL CORP NEW COM 3.1%
Value ($000) $188,263 Shares 499,663 Est. Cost $256.61 Unrealized +35.4%
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $176,664 Shares 794,282 Est. Cost $129.91 Unrealized +58.6%
MTD METTLER TOLEDO INTERNATIONAL C 2.8%
Value ($000) $171,725 Shares 150,678 Est. Cost $734.27 Unrealized +49.3%
ZTS ZOETIS INC CL A 2.6%
Value ($000) $161,421 Shares 975,355 Est. Cost $115.33 Unrealized +34.8%
ACN ACCENTURE PLC IRELAND SHS CLAS 2.4%
Value ($000) $149,144 Shares 570,973 Est. Cost $179.25 Unrealized +24.4%
AMZN AMAZON COM INC COM 2.3%
Value ($000) $142,220 Shares 43,667 Est. Cost $92.73 Unrealized +72.1%
JNJ JOHNSON & JOHNSON COM 2.1%
Value ($000) $130,916 Shares 831,848 Est. Cost $114.35 Unrealized +11.5%
TTD THE TRADE DESK INC COM CL A 2.1%
Value ($000) $128,658 Shares 160,622 Est. Cost $23.80 Unrealized +217.3%
CCI CROWN CASTLE INTL CORP 2.1%
Value ($000) $126,622 Shares 795,415 Est. Cost $105.30 Unrealized +21.4%
STE STERIS PLC SHS USD 2.0%
Value ($000) $123,910 Shares 653,739 Est. Cost $148.81 Unrealized +19.9%
GOOGL ALPHABET INC CAP STK CL A 2.0%
Value ($000) $121,314 Shares 69,218 Est. Cost $59.05 Unrealized +41.4%
ADP AUTOMATIC DATA PROCESSING INC 2.0%
Value ($000) $119,586 Shares 678,693 Est. Cost $143.56 Unrealized +2.7%
EL LAUDER ESTEE COS INC CL A 1.9%
Value ($000) $114,862 Shares 431,504 Est. Cost $177.59 Unrealized +25.9%
TMO THERMO FISHER SCIENTIFIC INC C 1.8%
Value ($000) $109,686 Shares 235,488 Est. Cost $302.07 Unrealized +53.1%
DHR DANAHER CORP DEL COM 1.7%
Value ($000) $106,659 Shares 480,145 Est. Cost $121.72 Unrealized +61.0%
ATR APTARGROUP INC COM 1.7%
Value ($000) $102,150 Shares 746,222 Est. Cost $110.49 Unrealized +5.0%
MKC MCCORMICK & CO INC COM NON VTG 1.6%
Value ($000) $97,687 Shares 1,021,834 Est. Cost $77.96 Unrealized +8.8%
ROP ROPER TECHNOLOGIES INC COM 1.6%
Value ($000) $97,542 Shares 226,268 Est. Cost $362.35 Unrealized +9.9%
INTU INTUIT COM 1.5%
Value ($000) $91,046 Shares 239,689 Est. Cost $276.41 Unrealized +23.1%
ALC ALCON AG ORD SHS 1.5%
Value ($000) $89,321 Shares 1,353,755 Est. Cost $58.47 Unrealized +5.5%
TJX TJX COS INC NEW COM 1.4%
Value ($000) $86,723 Shares 1,269,927 Est. Cost $50.09 Unrealized +12.7%
DOV DOVER CORP COM 1.4%
Value ($000) $85,759 Shares 679,279 Est. Cost $87.65 Unrealized +26.8%
PYPL PAYPAL HLDGS INC COM 1.3%
Value ($000) $82,072 Shares 350,437 Est. Cost $115.78 Unrealized +78.5%
HD HOME DEPOT INC COM 1.2%
Value ($000) $74,262 Shares 279,582 Est. Cost $192.22 Unrealized +26.1%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $73,487 Shares 578,322 Est. Cost $95.13 Unrealized +3.2%
PEP PEPSICO INC COM 1.1%
Value ($000) $65,625 Shares 442,514 Est. Cost $110.24 Unrealized +10.0%
CMCSA COMCAST CORP NEW CL A 1.0%
Value ($000) $62,375 Shares 1,190,364 Est. Cost $37.51 Unrealized +11.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.0%
Value ($000) $61,118 Shares 263,587 Est. Cost $206.04 Unrealized +6.9%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $55,408 Shares 31,628 Est. Cost $58.73 Unrealized +42.6%
DIS DISNEY WALT CO COM DISNEY 0.9%
Value ($000) $52,444 Shares 289,460 Est. Cost $134.12 Unrealized +4.6%
META FACEBOOK INC CL A 0.9%
Value ($000) $52,216 Shares 191,154 Est. Cost $193.13 Unrealized +41.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.8%
Value ($000) $51,529 Shares 137,823 Est. Cost $299.11 Unrealized
WEX WEX INC COM 0.7%
Value ($000) $45,278 Shares 222,465 Est. Cost $207.14 Unrealized -18.8%
BX BLACKSTONE GROUP INC 0.7%
Value ($000) $41,178 Shares 635,371 Est. Cost $39.78 Unrealized +22.7%
TROW PRICE T ROWE GROUP INC COM 0.7%
Value ($000) $40,977 Shares 270,671 Est. Cost $85.75 Unrealized +33.4%
QQQ INVESCO QQQ TRUST SERIES 1 0.7%
Value ($000) $40,174 Shares 128,050 Est. Cost $197.25 Unrealized
NKE NIKE INC CL B 0.6%
Value ($000) $37,541 Shares 265,365 Est. Cost $79.26 Unrealized +55.5%
VTXPF VICTREX PLC 0.6%
Value ($000) $36,327 Shares 1,133,000 Est. Cost $24.98 Unrealized +7.4%
XIFR NEXTERA ENERGY PARTNERS LP COM 0.6%
Value ($000) $34,457 Shares 513,898 Est. Cost $53.98 Unrealized +19.4%
ONEXF ONEX CORP SUB VTG 0.6%
Value ($000) $33,820 Shares 588,768 Est. Cost $60.35 Unrealized -16.4%
CRM SALESFORCE COM INC COM 0.5%
Value ($000) $33,283 Shares 149,567 Est. Cost $156.70 Unrealized +53.3%
EPD ENTERPRISE PRODS PARTNERS L P 0.5%
Value ($000) $32,617 Shares 1,664,991 Est. Cost $27.05 Unrealized
AON AON PLC CLASS-A ORDINARY SHARE 0.5%
Value ($000) $31,844 Shares 150,728 Est. Cost $182.17 Unrealized +7.9%
ALLE ALLEGION PLC ORD SHS 0.5%
Value ($000) $31,202 Shares 268,102 Est. Cost $93.98 Unrealized +8.1%
MGNI MAGNITE INC 0.5%
Value ($000) $30,476 Shares 992,375 Est. Cost $15.13 Unrealized 0.0%
CLVT CLARIVATE PLC ORD SHS 0.5%
Value ($000) $29,332 Shares 987,262 Est. Cost $27.15 Unrealized +8.8%
FIS FIDELITY NATL INFORMATION SVCS 0.5%
Value ($000) $27,623 Shares 195,272 Est. Cost $117.14 Unrealized +8.8%
DIA SPDR DJIA 0.4%
Value ($000) $25,813 Shares 84,413 Est. Cost $262.43 Unrealized
BALL BALL CORP 0.4%
Value ($000) $24,769 Shares 265,814 Est. Cost $68.12 Unrealized +27.4%
HON HONEYWELL INTL INC 0.4%
Value ($000) $24,681 Shares 116,035 Est. Cost $139.44 Unrealized +17.4%
FTNT FORTINET INC COM 0.4%
Value ($000) $23,659 Shares 159,287 Est. Cost $25.28 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $22,086 Shares 258,280 Est. Cost $62.53 Unrealized +17.4%
NVDA NVIDIA CORP COM 0.3%
Value ($000) $21,167 Shares 40,535 Est. Cost $5.30 Unrealized +152.0%
FTV FORTIVE CORP COM 0.3%
Value ($000) $20,851 Shares 294,420 Est. Cost $45.37 Unrealized +10.9%
LOW LOWES COS INC COM 0.3%
Value ($000) $20,564 Shares 128,118 Est. Cost $94.02 Unrealized +57.5%
VEEV VEEVA SYS INC CL A COM 0.3%
Value ($000) $20,473 Shares 75,201 Est. Cost $172.39 Unrealized +62.5%
ROL ROLLINS INC COM 0.3%
Value ($000) $20,258 Shares 518,510 Est. Cost $27.50 Unrealized +32.1%
COLFAX CORP COM 0.3%
Value ($000) $20,127 Shares 526,337 Est. Cost $29.64 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $19,498 Shares 435,705 Est. Cost $42.54 Unrealized -17.1%
PGR PROGRESSIVE CORP OHIO COM 0.3%
Value ($000) $18,556 Shares 187,658 Est. Cost $70.77 Unrealized +13.9%
XYL XYLEM INC COM 0.3%
Value ($000) $17,879 Shares 175,643 Est. Cost $72.80 Unrealized +21.7%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.3%
Value ($000) $17,465 Shares 398,371 Est. Cost $43.28 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $16,117 Shares 133,299 Est. Cost $112.08 Unrealized -7.3%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $16,113 Shares 64,243 Est. Cost $141.03 Unrealized +58.8%
ABT ABBOTT LABS COM 0.3%
Value ($000) $15,901 Shares 145,224 Est. Cost $77.04 Unrealized +28.9%
IBB ISHARES TR NASDAQ BIOTECH INDX 0.3%
Value ($000) $15,729 Shares 103,829 Est. Cost $100.90 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $15,114 Shares 67,336 Est. Cost $183.38 Unrealized +8.9%
AMGN AMGEN INC COM 0.2%
Value ($000) $15,097 Shares 65,663 Est. Cost $158.39 Unrealized +23.9%
SYK STRYKER CORP COM 0.2%
Value ($000) $14,887 Shares 60,754 Est. Cost $200.19 Unrealized +7.2%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $14,836 Shares 72,770 Est. Cost $130.19 Unrealized +39.0%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $14,786 Shares 107,056 Est. Cost $41.21 Unrealized +36.4%
RUN SUNRUN INC COM 0.2%
Value ($000) $14,289 Shares 205,957 Est. Cost $29.68 Unrealized +109.2%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $13,745 Shares 39,993 Est. Cost $270.59 Unrealized
XBI SPDR SERIES TRUST S&P BIOTECH 0.2%
Value ($000) $13,399 Shares 95,180 Est. Cost $86.87 Unrealized
PLD PROLOGIS INC COM 0.2%
Value ($000) $12,628 Shares 126,711 Est. Cost $81.55 Unrealized +7.2%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $12,234 Shares 34,886 Est. Cost $247.23 Unrealized +24.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $12,174 Shares 35 Est. Cost $308446.10 Unrealized +7.2%
CYRX CRYOPORT INC COM PAR $0.001 0.2%
Value ($000) $12,111 Shares 275,993 Est. Cost $44.48 Unrealized +7.1%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $11,818 Shares 72,006 Est. Cost $103.12 Unrealized +30.5%
AL AIR LEASE CORP CL A 0.2%
Value ($000) $11,271 Shares 253,737 Est. Cost $36.47 Unrealized -10.3%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $10,781 Shares 134,141 Est. Cost $55.94 Unrealized +19.4%
AVGO BROADCOM INC 0.2%
Value ($000) $9,901 Shares 22,612 Est. Cost $24.89 Unrealized +39.9%
APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $9,796 Shares 200,008 Est. Cost $47.59 Unrealized
GNMSF GENMAB A/S SHS 0.2%
Value ($000) $9,746 Shares 23,288 Est. Cost $193.22 Unrealized +93.7%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $9,067 Shares 33,185 Est. Cost $231.62 Unrealized +6.9%
KO COCA COLA CO COM 0.1%
Value ($000) $9,041 Shares 164,858 Est. Cost $43.96 Unrealized +0.7%
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $8,771 Shares 107,222 Est. Cost $65.38 Unrealized -0.8%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $8,743 Shares 72,776 Est. Cost $85.02 Unrealized +22.2%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $8,308 Shares 133,940 Est. Cost $36.77 Unrealized +36.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $8,061 Shares 95,451 Est. Cost $91.54 Unrealized -29.0%
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $8,027 Shares 21,384 Est. Cost $296.39 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.1%
Value ($000) $7,979 Shares 188,013 Est. Cost $66.27 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $7,759 Shares 255,977 Est. Cost $24.63 Unrealized -3.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $7,747 Shares 187,939 Est. Cost $53.76 Unrealized -43.5%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $7,612 Shares 129,565 Est. Cost $41.12 Unrealized +7.0%
GMAB GENMAB A S SPONSORED ADR 0.1%
Value ($000) $7,546 Shares 185,580 Est. Cost $26.11 Unrealized
FNV FRANCO NEVADA CORP COM 0.1%
Value ($000) $7,411 Shares 59,128 Est. Cost $139.31 Unrealized -7.6%
BIP BROOKFIELD INFRAST PARTNERS LP 0.1%
Value ($000) $7,394 Shares 149,675 Est. Cost $49.53 Unrealized
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $7,296 Shares 14,589 Est. Cost $373.71 Unrealized +29.3%
MFA FINL INC COM 0.1%
Value ($000) $7,272 Shares 1,869,448 Est. Cost $4.43 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $7,176 Shares 93,020 Est. Cost $60.72 Unrealized +8.1%
MAPTX MATTHEWS INTL FDS PAC TIGER FD 0.1%
Value ($000) $7,057 Shares 201,986 Est. Cost $28.19 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $6,999 Shares 51,905 Est. Cost $112.66 Unrealized +5.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $6,910 Shares 106,820 Est. Cost $50.38 Unrealized +10.2%
VYM VANGUARD HIGH DIV YLD ETF 0.1%
Value ($000) $6,676 Shares 72,951 Est. Cost $86.69 Unrealized
TDOC TELADOC INC COM 0.1%
Value ($000) $6,613 Shares 33,070 Est. Cost $201.31 Unrealized +1.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $6,504 Shares 90,949 Est. Cost $56.31 Unrealized +3.8%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $6,491 Shares 69,663 Est. Cost $69.10 Unrealized +11.3%
MDY SPDR S&P MIDCAP 400 INDEX 0.1%
Value ($000) $6,320 Shares 15,051 Est. Cost $351.79 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $6,231 Shares 26,364 Est. Cost $274.15 Unrealized -16.3%
ARKK ARK ETF TR INNOVATION ETF 0.1%
Value ($000) $6,209 Shares 49,876 Est. Cost $112.34 Unrealized
PUREFUNDS ISE CYBER SECURITY E 0.1%
Value ($000) $5,760 Shares 100,069 Est. Cost $44.48 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.1%
Value ($000) $5,750 Shares 159,417 Est. Cost $36.90 Unrealized -15.4%
IBM INTERNATIONAL BUSINESS MACHS C 0.1%
Value ($000) $5,746 Shares 45,647 Est. Cost $101.26 Unrealized -7.8%
FRCB FIRST REPUBLIC BANK 0.1%
Value ($000) $5,740 Shares 39,068 Est. Cost $92.66 Unrealized +38.5%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $5,689 Shares 13,933 Est. Cost $256.65 Unrealized +44.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $5,672 Shares 28,928 Est. Cost $160.07 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.1%
Value ($000) $5,666 Shares 19,267 Est. Cost $256.64 Unrealized
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $5,597 Shares 5,593 Est. Cost $1066.63 Unrealized -11.8%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $5,523 Shares 20,274 Est. Cost $183.77 Unrealized +25.9%
ABBV ABBVIE INC COM 0.1%
Value ($000) $5,447 Shares 50,837 Est. Cost $54.38 Unrealized +45.2%
SYY SYSCO CORP COM 0.1%
Value ($000) $5,432 Shares 73,143 Est. Cost $61.77 Unrealized -2.8%
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $5,289 Shares 15,255 Est. Cost $236.21 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $5,051 Shares 28,317 Est. Cost $158.77 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $5,016 Shares 19,321 Est. Cost $174.07 Unrealized +44.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $4,806 Shares 23,081 Est. Cost $145.91 Unrealized +22.0%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $4,793 Shares 54,943 Est. Cost $70.14 Unrealized +18.9%
DE DEERE & CO COM 0.1%
Value ($000) $4,672 Shares 17,363 Est. Cost $145.04 Unrealized +60.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $4,607 Shares 98,891 Est. Cost $41.07 Unrealized -17.6%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $4,564 Shares 28,705 Est. Cost $92.56 Unrealized +45.6%
SPLUNK INC COM 0.1%
Value ($000) $4,518 Shares 26,593 Est. Cost $120.10 Unrealized
KANSAS CITY SOUTHERN COM NEW 0.1%
Value ($000) $4,288 Shares 21,005 Est. Cost $175.22 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.1%
Value ($000) $4,276 Shares 33,529 Est. Cost $108.09 Unrealized
DT DYNATRACE INC. 0.1%
Value ($000) $4,231 Shares 97,782 Est. Cost $39.17 Unrealized +1.4%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $4,171 Shares 31,893 Est. Cost $23.62 Unrealized +24.0%
GBTC GRAYSCALE BITCOIN TRUST BTC 0.1%
Value ($000) $4,100 Shares 128,110 Est. Cost $32.00 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $4,059 Shares 87,076 Est. Cost $35.30 Unrealized +19.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $4,020 Shares 7,435 Est. Cost $46.61 Unrealized +8.8%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $4,004 Shares 26,875 Est. Cost $108.19 Unrealized -1.6%
LVMUY LVMH MOET HENNESSY LOU VUITTON 0.1%
Value ($000) $3,979 Shares 31,903 Est. Cost $95.38 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $3,956 Shares 107,462 Est. Cost $26.90 Unrealized +6.4%
CTAS CINTAS CORP COM 0.1%
Value ($000) $3,940 Shares 11,148 Est. Cost $59.93 Unrealized +37.8%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $3,891 Shares 42,649 Est. Cost $71.62 Unrealized +15.8%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $3,808 Shares 27,371 Est. Cost $101.25 Unrealized +21.6%
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $3,552 Shares 55,118 Est. Cost $51.51 Unrealized +3.4%
T AT&T INC COM 0.1%
Value ($000) $3,545 Shares 123,252 Est. Cost $17.05 Unrealized -9.8%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.1%
Value ($000) $3,443 Shares 14,795 Est. Cost $207.62 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $3,208 Shares 19,000 Est. Cost $110.19 Unrealized +28.3%
TSLA TESLA MTRS INC COM 0.1%
Value ($000) $3,070 Shares 4,350 Est. Cost $102.12 Unrealized +67.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $2,993 Shares 12,595 Est. Cost $163.57 Unrealized +25.2%
CSX CSX CORP COM 0.0%
Value ($000) $2,990 Shares 32,953 Est. Cost $21.44 Unrealized +25.1%
AWK AMERICAN WTR WKS CO INC NEW CO 0.0%
Value ($000) $2,939 Shares 19,149 Est. Cost $107.02 Unrealized +30.2%
CI CIGNA CORPORATION COM 0.0%
Value ($000) $2,820 Shares 13,546 Est. Cost $148.86 Unrealized +20.5%
PLUG PLUG POWER INC COM 0.0%
Value ($000) $2,807 Shares 82,775 Est. Cost $13.62 Unrealized +66.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $2,757 Shares 44,715 Est. Cost $50.58 Unrealized -16.2%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.0%
Value ($000) $2,750 Shares 21,150 Est. Cost $90.63 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $2,698 Shares 14,820 Est. Cost $111.09 Unrealized +38.6%
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $2,692 Shares 13,826 Est. Cost $155.05 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $2,673 Shares 53,660 Est. Cost $43.38 Unrealized +1.5%
TALON METALS CORP-CAD 0.0%
Value ($000) $2,665 Shares 6,653,735 Est. Cost $0.40 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2,595 Shares 7,310 Est. Cost $316.45 Unrealized +0.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $2,502 Shares 7,009 Est. Cost $266.10 Unrealized +21.5%
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.0%
Value ($000) $2,345 Shares 21,549 Est. Cost $107.39 Unrealized -9.2%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2,291 Shares 9,154 Est. Cost $224.01 Unrealized -4.2%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $2,241 Shares 362,702 Est. Cost $10.52 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $2,231 Shares 12,764 Est. Cost $110.63 Unrealized +6.2%
MSCI MSCI INC COM 0.0%
Value ($000) $2,220 Shares 4,972 Est. Cost $363.28 Unrealized +2.5%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $2,215 Shares 16,425 Est. Cost $114.40 Unrealized +1.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2,181 Shares 14,766 Est. Cost $100.85 Unrealized +20.2%
BCE BCE INC COM NEW 0.0%
Value ($000) $2,107 Shares 49,218 Est. Cost $30.59 Unrealized -1.7%
AB ALLIANCEBERNSTEIN HOLDING LP U 0.0%
Value ($000) $2,097 Shares 62,100 Est. Cost $29.74 Unrealized
VTSAX VANGUARD INDEX FDS TOT STKIDX 0.0%
Value ($000) $2,094 Shares 22,107 Est. Cost $73.51 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2,086 Shares 7,910 Est. Cost $180.63 Unrealized +9.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $2,020 Shares 2,469 Est. Cost $175.97 Unrealized +41.1%
ZS ZSCALER INC COM 0.0%
Value ($000) $2,019 Shares 10,112 Est. Cost $83.11 Unrealized +91.3%
VFIAX VANGUARD 500 INDEX FUND - ADM 0.0%
Value ($000) $1,996 Shares 5,759 Est. Cost $274.70 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $1,946 Shares 9,068 Est. Cost $180.87 Unrealized +6.8%
TGT TARGET CORP COM 0.0%
Value ($000) $1,934 Shares 10,958 Est. Cost $127.61 Unrealized +13.5%
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $1,900 Shares 16,131 Est. Cost $108.52 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $1,895 Shares 16,440 Est. Cost $84.87 Unrealized +14.4%
ORLY O REILLY AUTOMOTIVE INC NEW CO 0.0%
Value ($000) $1,857 Shares 4,103 Est. Cost $26.06 Unrealized +15.8%
1LIFE HEALTHCARE INC COM 0.0%
Value ($000) $1,825 Shares 41,800 Est. Cost $36.92 Unrealized
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $1,793 Shares 23,843 Est. Cost $61.49 Unrealized +3.1%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $1,737 Shares 11,774 Est. Cost $92.40 Unrealized +20.9%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $1,699 Shares 32,041 Est. Cost $36.64 Unrealized +15.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1,695 Shares 44,930 Est. Cost $19.30 Unrealized +75.2%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1,682 Shares 55,722 Est. Cost $42.02 Unrealized -45.2%
VIG VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $1,682 Shares 11,914 Est. Cost $118.47 Unrealized
LYV LIVE NATION INC COM 0.0%
Value ($000) $1,674 Shares 22,780 Est. Cost $64.23 Unrealized -1.7%
MICHAELS COS INC 0.0%
Value ($000) $1,672 Shares 128,525 Est. Cost $13.01 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1,643 Shares 17,948 Est. Cost $70.43 Unrealized +7.5%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $1,627 Shares 11,289 Est. Cost $36.13 Unrealized +25.2%
PRGFX PRICE T ROWE GROWTH STK FD INC 0.0%
Value ($000) $1,619 Shares 16,697 Est. Cost $69.03 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1,590 Shares 10,435 Est. Cost $66.00 Unrealized +88.9%
STAA STAAR SURGICAL CO COM PAR $0.0 0.0%
Value ($000) $1,588 Shares 20,050 Est. Cost $30.39 Unrealized +140.8%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $1,582 Shares 2,152 Est. Cost $200.10 Unrealized +13.3%
CME CME GROUP INC COM 0.0%
Value ($000) $1,579 Shares 8,676 Est. Cost $158.00 Unrealized -12.4%
BROOKFIELD ASSET MANAGEMENT CL 0.0%
Value ($000) $1,579 Shares 38,262 Est. Cost $45.83 Unrealized
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $1,567 Shares 25,085 Est. Cost $57.58 Unrealized +5.0%
FCNTX FIDELITY CONTRAFUND INC COM 0.0%
Value ($000) $1,566 Shares 93,411 Est. Cost $13.80 Unrealized
FDGRX FIDELITY GROWTH CO FUND 0.0%
Value ($000) $1,548 Shares 47,102 Est. Cost $19.44 Unrealized
EPIZYME INC COM 0.0%
Value ($000) $1,535 Shares 141,319 Est. Cost $11.82 Unrealized
ADYYF ADYEN N V SHS 0.0%
Value ($000) $1,457 Shares 625 Est. Cost $977.08 Unrealized +105.3%
GLW CORNING INC COM 0.0%
Value ($000) $1,416 Shares 39,321 Est. Cost $24.98 Unrealized +23.6%
GM GENERAL MTRS CORP COM 0.0%
Value ($000) $1,391 Shares 33,411 Est. Cost $31.89 Unrealized +17.6%
VLCAX VANGUARD INDEX FDS LCP INDX AD 0.0%
Value ($000) $1,340 Shares 15,095 Est. Cost $68.87 Unrealized
MAPS SILVER SPIKE ACQUISITION CORP 0.0%
Value ($000) $1,251 Shares 97,997 Est. Cost $12.77 Unrealized
VGT VANGUARD WORLD FDS INF TECH ET 0.0%
Value ($000) $1,229 Shares 3,474 Est. Cost $216.23 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $1,219 Shares 17,781 Est. Cost $42.18 Unrealized +15.7%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $1,206 Shares 6,207 Est. Cost $126.14 Unrealized +31.1%
UPS UNITED PARCEL SVC INC CL B 0.0%
Value ($000) $1,202 Shares 7,137 Est. Cost $123.41 Unrealized +10.9%
TWCUX AMERICAN CENTY MUT FDS INC ULT 0.0%
Value ($000) $1,201 Shares 15,820 Est. Cost $48.67 Unrealized
VIRNETX HLDG CORP COM 0.0%
Value ($000) $1,110 Shares 220,186 Est. Cost $5.69 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,106 Shares 10,337 Est. Cost $78.53 Unrealized +8.4%
COOPER COS INC COM NEW 0.0%
Value ($000) $1,090 Shares 3,000 Est. Cost $363.33 Unrealized
SCBGF SIG COMBIBLOC GROUP AG 0.0%
Value ($000) $1,086 Shares 46,800 Est. Cost $15.24 Unrealized +33.1%
VEU VANGUARD FTSE ALL-WORLD EX-U.S 0.0%
Value ($000) $1,084 Shares 18,575 Est. Cost $48.10 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1,077 Shares 2,910 Est. Cost $305.63 Unrealized +4.3%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $1,043 Shares 4,536 Est. Cost $179.41 Unrealized
CHTR CHARTER COMMUNICATIONS INC DEL 0.0%
Value ($000) $1,032 Shares 1,560 Est. Cost $403.56 Unrealized +57.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1,011 Shares 12,214 Est. Cost $57.17 Unrealized +5.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $1,000 Shares 16,571 Est. Cost $60.35 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $999 Shares 33,902 Est. Cost $27.72 Unrealized
FXAIX FIDELITY CONCORD STR TR 500 ID 0.0%
Value ($000) $974 Shares 7,484 Est. Cost $110.74 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $969 Shares 5,520 Est. Cost $66.97 Unrealized +89.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $967 Shares 434 Est. Cost $1719.43 Unrealized +10.4%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $898 Shares 41,464 Est. Cost $27.28 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $896 Shares 7,650 Est. Cost $86.70 Unrealized +9.7%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $891 Shares 1,845 Est. Cost $564.13 Unrealized -4.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $870 Shares 14,801 Est. Cost $43.88 Unrealized +15.9%
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $856 Shares 101,332 Est. Cost $7.06 Unrealized
TCEHY TENCENT HLDGS LTD ADR 0.0%
Value ($000) $841 Shares 11,701 Est. Cost $46.64 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $838 Shares 2,525 Est. Cost $262.32 Unrealized 0.0%
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $825 Shares 3,896 Est. Cost $101.89 Unrealized +53.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $809 Shares 19,739 Est. Cost $27.42 Unrealized -2.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $795 Shares 9,215 Est. Cost $45.44 Unrealized +55.6%
LINDE PUBLIC LTD 0.0%
Value ($000) $784 Shares 2,977 Est. Cost $209.04 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 0.0%
Value ($000) $780 Shares 8,491 Est. Cost $77.54 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $773 Shares 28,022 Est. Cost $21.25 Unrealized -2.3%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $771 Shares 3,731 Est. Cost $167.60 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $750 Shares 1,039 Est. Cost $452.84 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $745 Shares 13,423 Est. Cost $33.48 Unrealized +16.6%
VIMAX VANGUARD MID CAP INDEX FUND AD 0.0%
Value ($000) $744 Shares 2,903 Est. Cost $207.44 Unrealized
ANSYS INC COM 0.0%
Value ($000) $736 Shares 2,024 Est. Cost $224.23 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $732 Shares 9,123 Est. Cost $75.47 Unrealized -5.9%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $730 Shares 6,125 Est. Cost $100.31 Unrealized +10.2%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $725 Shares 8,004 Est. Cost $80.87 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $719 Shares 6,625 Est. Cost $100.24 Unrealized -7.5%
WTS WATTS WATER TECHNOLOGIES A 0.0%
Value ($000) $694 Shares 5,700 Est. Cost $92.88 Unrealized +23.3%
SCHF SCHWAB STRATEGIC TR INTL EQTY 0.0%
Value ($000) $678 Shares 18,833 Est. Cost $26.14 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $669 Shares 5,507 Est. Cost $88.87 Unrealized -0.2%
BA BOEING CO COM 0.0%
Value ($000) $665 Shares 3,108 Est. Cost $320.40 Unrealized -40.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $665 Shares 12,500 Est. Cost $45.79 Unrealized +3.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $663 Shares 1,205 Est. Cost $68.77 Unrealized +51.2%
SPMD SPDR SER TR PORTFOLIO S&P400 0.0%
Value ($000) $656 Shares 16,230 Est. Cost $25.32 Unrealized
FSLR FIRST SOLAR INC. 0.0%
Value ($000) $648 Shares 6,550 Est. Cost $66.40 Unrealized +30.6%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $643 Shares 6,812 Est. Cost $86.67 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $640 Shares 6,000 Est. Cost $84.84 Unrealized +9.9%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $639 Shares 9,357 Est. Cost $49.28 Unrealized +12.0%
VEONEER INCORPORATED COM 0.0%
Value ($000) $637 Shares 29,924 Est. Cost $18.69 Unrealized
NFE NEW FORTRESS ENERGY LLC CL A S 0.0%
Value ($000) $634 Shares 11,830 Est. Cost $26.23 Unrealized +74.6%
EBAY EBAY INC COM 0.0%
Value ($000) $634 Shares 12,621 Est. Cost $37.35 Unrealized +25.0%
THO THOR INDS INC COM 0.0%
Value ($000) $632 Shares 6,800 Est. Cost $87.30 Unrealized -3.3%
TFX TELEFLEX INC 0.0%
Value ($000) $632 Shares 1,536 Est. Cost $336.61 Unrealized +6.1%
LABORATORY CORP AMER HLDGS COM 0.0%
Value ($000) $623 Shares 3,063 Est. Cost $167.88 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $621 Shares 10,626 Est. Cost $46.86 Unrealized +7.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $610 Shares 2,727 Est. Cost $170.01 Unrealized
PEYAX PUTNAM EQUITY INCOME FD NEW CL 0.0%
Value ($000) $608 Shares 23,079 Est. Cost $25.00 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $600 Shares 5,458 Est. Cost $92.14 Unrealized -6.0%
LIVENT CORP 0.0%
Value ($000) $599 Shares 31,775 Est. Cost $9.69 Unrealized
TRBCX T ROWE PR BLUE CHIP GROW 0.0%
Value ($000) $598 Shares 3,614 Est. Cost $124.29 Unrealized
NOSIX NORTHERN FDS STK INDEX FD 0.0%
Value ($000) $581 Shares 13,845 Est. Cost $34.64 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $576 Shares 6,199 Est. Cost $85.53 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDX 0.0%
Value ($000) $565 Shares 2,665 Est. Cost $163.70 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $536 Shares 10,755 Est. Cost $61.49 Unrealized -44.5%
BBH VANECK VECTORS ETF TR 0.0%
Value ($000) $536 Shares 3,160 Est. Cost $117.95 Unrealized
JLPSX JPMORGAN TR I US LARGE SEL 0.0%
Value ($000) $533 Shares 22,217 Est. Cost $23.95 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $523 Shares 12,647 Est. Cost $31.29 Unrealized 0.0%
WEN WENDYS CO COM 0.0%
Value ($000) $509 Shares 23,200 Est. Cost $22.03 Unrealized +3.4%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $507 Shares 4,650 Est. Cost $91.42 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $506 Shares 7,625 Est. Cost $27.14 Unrealized -5.8%
FRPT FRESHPET INC COM 0.0%
Value ($000) $497 Shares 3,500 Est. Cost $45.69 Unrealized +182.5%
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $489 Shares 12,909 Est. Cost $33.64 Unrealized
NMFC NEW MOUNTAIN FIN CORP COM 0.0%
Value ($000) $488 Shares 43,000 Est. Cost $6.74 Unrealized -9.4%
DFISX DFA INTERNATIONAL SMALL CAP EQ 0.0%
Value ($000) $484 Shares 23,860 Est. Cost $13.30 Unrealized
PIEDMONT LITHIUM LTD SPONSORED 0.0%
Value ($000) $480 Shares 18,091 Est. Cost $23.40 Unrealized
ISHARES COMEX GOLD TR ISHARES 0.0%
Value ($000) $475 Shares 26,189 Est. Cost $17.66 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $474 Shares 4,100 Est. Cost $91.15 Unrealized +7.7%
SEEGX JPMORGAN TR II LARGE CAP GR S 0.0%
Value ($000) $473 Shares 7,869 Est. Cost $41.94 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $473 Shares 13,518 Est. Cost $49.97 Unrealized -30.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $471 Shares 5,141 Est. Cost $57.97 Unrealized +48.9%
HAE HAEMONETICS CORP COM 0.0%
Value ($000) $469 Shares 3,950 Est. Cost $107.66 Unrealized 0.0%
VSMAX VANGUARD INDEX FDS SMCP INDEX 0.0%
Value ($000) $467 Shares 5,012 Est. Cost $73.75 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $461 Shares 7,000 Est. Cost $59.99 Unrealized 0.0%
CHWY CHEWY INC CL A 0.0%
Value ($000) $452 Shares 5,030 Est. Cost $72.93 Unrealized 0.0%
MOS MOSAIC CO 0.0%
Value ($000) $450 Shares 19,540 Est. Cost $14.85 Unrealized +21.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $448 Shares 4,866 Est. Cost $73.50 Unrealized +11.7%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $447 Shares 91,500 Est. Cost $10.65 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP CO 0.0%
Value ($000) $442 Shares 7,573 Est. Cost $47.41 Unrealized +3.2%
VRT GS ACQUISITION HLDGS CORP COM 0.0%
Value ($000) $439 Shares 23,530 Est. Cost $10.98 Unrealized +66.7%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $435 Shares 2,804 Est. Cost $132.77 Unrealized 0.0%
EXPE EXPEDIA INC 0.0%
Value ($000) $433 Shares 3,270 Est. Cost $111.79 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $425 Shares 1,910 Est. Cost $130.42 Unrealized +72.2%
PTON PELOTON INTERACTIVE INC CL A C 0.0%
Value ($000) $425 Shares 2,800 Est. Cost $73.57 Unrealized +65.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $424 Shares 2,491 Est. Cost $151.54 Unrealized +3.8%
RMD RESMED INC COM 0.0%
Value ($000) $424 Shares 1,997 Est. Cost $180.05 Unrealized +6.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $424 Shares 7,420 Est. Cost $47.60 Unrealized +18.0%
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value ($000) $419 Shares 6,560 Est. Cost $88.26 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $419 Shares 14,859 Est. Cost $23.05 Unrealized +0.5%
WAB WABTEC CORP COM 0.0%
Value ($000) $415 Shares 5,666 Est. Cost $68.41 Unrealized -2.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $413 Shares 6,727 Est. Cost $45.16 Unrealized +9.7%
HLIEX JPMORGAN TR II EQTY INCOME SL 0.0%
Value ($000) $411 Shares 20,811 Est. Cost $18.50 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $409 Shares 2,120 Est. Cost $134.86 Unrealized +20.1%
VTCLX VANGUARD TAX MANAGED INTL FD C 0.0%
Value ($000) $405 Shares 2,050 Est. Cost $153.17 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $404 Shares 12,631 Est. Cost $23.66 Unrealized -8.3%
DISCOVERY COMMUNICATNS NEW COM 0.0%
Value ($000) $400 Shares 15,264 Est. Cost $26.21 Unrealized
KMI KINDER MORGAN INC KANS 0.0%
Value ($000) $395 Shares 28,870 Est. Cost $14.07 Unrealized -29.4%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $395 Shares 1,957 Est. Cost $131.27 Unrealized +34.4%
CDW CDW CORP COM 0.0%
Value ($000) $395 Shares 2,994 Est. Cost $107.35 Unrealized +14.7%
FBALX FIDELITY PURITAN TR BALANCED F 0.0%
Value ($000) $390 Shares 13,783 Est. Cost $26.77 Unrealized
ASML ASML HOLDING N V N Y REGISTRY 0.0%
Value ($000) $390 Shares 799 Est. Cost $367.96 Unrealized
NZTCF SPARK NEW ZEALAND LTD SHS 0.0%
Value ($000) $388 Shares 115,000 Est. Cost $1.54 Unrealized +30.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $388 Shares 2,670 Est. Cost $111.13 Unrealized +16.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $378 Shares 2,695 Est. Cost $126.97 Unrealized -8.9%
IHS MARKIT LTD SHS 0.0%
Value ($000) $378 Shares 4,210 Est. Cost $67.80 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $374 Shares 3,408 Est. Cost $81.85 Unrealized +19.7%
CIIG MERGER CORP COM CL A 0.0%
Value ($000) $374 Shares 13,285 Est. Cost $28.15 Unrealized
RPRX ROYALTY PHARMA PLC SHS CL A 0.0%
Value ($000) $370 Shares 7,400 Est. Cost $42.43 Unrealized 0.0%
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $369 Shares 10,300 Est. Cost $33.38 Unrealized -17.2%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $364 Shares 3,782 Est. Cost $97.09 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $363 Shares 7,440 Est. Cost $16.59 Unrealized +24.9%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $363 Shares 11,688 Est. Cost $27.03 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $360 Shares 2,610 Est. Cost $91.47 Unrealized +17.9%
WLKP WESTLAKE CHEM PARTNERS LP COM 0.0%
Value ($000) $358 Shares 15,000 Est. Cost $19.12 Unrealized
AME AMETEK INC NEW COM 0.0%
Value ($000) $357 Shares 2,954 Est. Cost $84.54 Unrealized +28.8%
VSIAX VANGUARD BD INDEX FD INC SMCP 0.0%
Value ($000) $356 Shares 5,826 Est. Cost $55.35 Unrealized
UPWK UPWORK INC COM 0.0%
Value ($000) $352 Shares 10,200 Est. Cost $28.59 Unrealized 0.0%
GTT COMMUNICATIONS INC 0.0%
Value ($000) $351 Shares 98,209 Est. Cost $9.73 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $349 Shares 3,672 Est. Cost $86.06 Unrealized -0.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $348 Shares 5,975 Est. Cost $61.01 Unrealized -19.1%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $348 Shares 1,500 Est. Cost $122.87 Unrealized +66.5%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.0%
Value ($000) $347 Shares 3,055 Est. Cost $89.98 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM 0.0%
Value ($000) $347 Shares 34,900 Est. Cost $14.24 Unrealized
RJF RAYMOND JAMES FINANCIAL INC CO 0.0%
Value ($000) $347 Shares 3,625 Est. Cost $49.20 Unrealized +8.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $346 Shares 4,600 Est. Cost $75.22 Unrealized
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $342 Shares 21,552 Est. Cost $4.91 Unrealized +82.6%
DISCOVERY COMMUNICATIONS NEW S 0.0%
Value ($000) $341 Shares 11,347 Est. Cost $29.05 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $341 Shares 4,260 Est. Cost $71.87 Unrealized -8.4%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $339 Shares 2,797 Est. Cost $81.52 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $338 Shares 4,266 Est. Cost $34.67 Unrealized +7.2%
INGR INGREDION INC COM 0.0%
Value ($000) $334 Shares 4,250 Est. Cost $77.11 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $333 Shares 4,933 Est. Cost $47.48 Unrealized +26.5%
FISV FISERV INC COM 0.0%
Value ($000) $329 Shares 2,890 Est. Cost $101.80 Unrealized +5.9%
DEMSX DFA EMERGING MKTS SMALL CAP 0.0%
Value ($000) $325 Shares 14,025 Est. Cost $14.26 Unrealized
AMCFX AMCAP FD INC SHS CL F-2 0.0%
Value ($000) $324 Shares 8,227 Est. Cost $31.85 Unrealized
DHT DHT HOLDINGS INC 0.0%
Value ($000) $323 Shares 61,700 Est. Cost $3.79 Unrealized +0.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $322 Shares 8,061 Est. Cost $30.72 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR COMMUNIC 0.0%
Value ($000) $321 Shares 4,763 Est. Cost $49.82 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $317 Shares 512 Est. Cost $314.55 Unrealized +45.3%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $310 Shares 15,475 Est. Cost $16.60 Unrealized -5.9%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $307 Shares 5,100 Est. Cost $51.59 Unrealized +4.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $304 Shares 4,279 Est. Cost $21.09 Unrealized +12.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $303 Shares 7,600 Est. Cost $48.59 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $301 Shares 917 Est. Cost $238.81 Unrealized +35.3%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $301 Shares 2,100 Est. Cost $86.18 Unrealized +52.7%
ACINX COLUMBIA ACORN TR INTL CL Z 0.0%
Value ($000) $299 Shares 8,670 Est. Cost $31.83 Unrealized
PRDGX ROWE T PRICE DIVID GROWTH FD C 0.0%
Value ($000) $294 Shares 4,899 Est. Cost $43.15 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $294 Shares 1,909 Est. Cost $138.28 Unrealized -5.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $292 Shares 1,191 Est. Cost $232.85 Unrealized +11.3%
VTI VANGUARD INDEX FDS TOTAL STK M 0.0%
Value ($000) $291 Shares 1,494 Est. Cost $157.21 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $290 Shares 1,900 Est. Cost $128.41 Unrealized 0.0%
VCR VANGUARD WORLD CONSUMER DISC E 0.0%
Value ($000) $289 Shares 1,051 Est. Cost $180.20 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $285 Shares 26,365 Est. Cost $8.90 Unrealized
BLDP BALLARD POWER SYSTEMS INC (USD 0.0%
Value ($000) $283 Shares 12,100 Est. Cost $18.42 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $282 Shares 4,984 Est. Cost $40.57 Unrealized 0.0%
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $280 Shares 1,650 Est. Cost $144.85 Unrealized
UMLGX COLUMBIA LARGE CAP GROWTH - Z 0.0%
Value ($000) $278 Shares 18,532 Est. Cost $12.89 Unrealized
OIH VANECK VECTORS OIL SVCS ETF 0.0%
Value ($000) $278 Shares 1,805 Est. Cost $154.02 Unrealized
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $277 Shares 3,000 Est. Cost $32.65 Unrealized +28.7%
GDS GDS HLDGS LTD SPONSORED ADR 0.0%
Value ($000) $277 Shares 2,960 Est. Cost $79.74 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $276 Shares 7,391 Est. Cost $64.53 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $275 Shares 903 Est. Cost $318.69 Unrealized -11.8%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $274 Shares 5,666 Est. Cost $36.04 Unrealized +12.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $272 Shares 4,075 Est. Cost $51.52 Unrealized +14.7%
VGHAX VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $271 Shares 2,974 Est. Cost $91.91 Unrealized
VWNAX VANGUARD WINDSOR II FD ADMIRAL 0.0%
Value ($000) $270 Shares 3,937 Est. Cost $57.66 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.0%
Value ($000) $270 Shares 7,000 Est. Cost $31.95 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $264 Shares 9,994 Est. Cost $27.06 Unrealized -28.9%
LYB LYONDELLBASELL INDUSTRIES N V 0.0%
Value ($000) $261 Shares 2,849 Est. Cost $51.67 Unrealized +11.3%
LBRDA LIBERTY BROADBAND CORP COM SER 0.0%
Value ($000) $260 Shares 1,649 Est. Cost $115.27 Unrealized +22.6%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $260 Shares 1,970 Est. Cost $83.76 Unrealized +31.5%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $256 Shares 3,075 Est. Cost $72.00 Unrealized 0.0%
PRNHX ROWE PRICE NEW HORIZONS FD INC 0.0%
Value ($000) $253 Shares 3,074 Est. Cost $71.61 Unrealized
GABAX GABELLI ASSET FD SH BEN INT 0.0%
Value ($000) $252 Shares 4,659 Est. Cost $48.72 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $246 Shares 8,575 Est. Cost $21.35 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $243 Shares 1,400 Est. Cost $139.25 Unrealized +15.9%
KRE SPDR SERIES TRUST S&P REGL BKG 0.0%
Value ($000) $242 Shares 4,665 Est. Cost $51.88 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $241 Shares 5,102 Est. Cost $42.30 Unrealized
FLOT ISHARES TR FLTG RATE BD ETF 0.0%
Value ($000) $241 Shares 4,745 Est. Cost $50.79 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $240 Shares 1,000 Est. Cost $197.84 Unrealized +13.6%
EATON VANCE TX MGD DIVERSIFIED 0.0%
Value ($000) $239 Shares 19,477 Est. Cost $10.89 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $238 Shares 2,263 Est. Cost $90.27 Unrealized +15.9%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $237 Shares 599 Est. Cost $350.97 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC CO 0.0%
Value ($000) $236 Shares 3,250 Est. Cost $67.03 Unrealized 0.0%
ALLIANZ FDS RCM MIDCAP INS 0.0%
Value ($000) $235 Shares 36,496 Est. Cost $4.53 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $234 Shares 2,860 Est. Cost $70.34 Unrealized 0.0%
PRILX PARNASSUS FD EQTY INCM INSTL 0.0%
Value ($000) $230 Shares 4,271 Est. Cost $51.38 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $227 Shares 1,578 Est. Cost $114.88 Unrealized +9.2%
ICLR ICON PLC SHS 0.0%
Value ($000) $224 Shares 1,148 Est. Cost $183.83 Unrealized +6.4%
VSGAX VANGUARD BD INDEX FD INC SC GW 0.0%
Value ($000) $223 Shares 2,372 Est. Cost $94.01 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $221 Shares 1,025 Est. Cost $178.40 Unrealized 0.0%
AMCPX AMCAP FD INC COM 0.0%
Value ($000) $221 Shares 5,662 Est. Cost $35.68 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $220 Shares 757 Est. Cost $242.42 Unrealized +10.5%
HESS CORP COM 0.0%
Value ($000) $220 Shares 4,175 Est. Cost $60.49 Unrealized
PRMTX PRICE T ROWE MEDIA & TELECMS C 0.0%
Value ($000) $219 Shares 1,216 Est. Cost $173.52 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.0%
Value ($000) $219 Shares 3,200 Est. Cost $68.44 Unrealized
CG THE CARLYLE GROUP INC 0.0%
Value ($000) $218 Shares 6,933 Est. Cost $23.81 Unrealized 0.0%
LRLCY L OREAL CO ADR 0.0%
Value ($000) $218 Shares 2,864 Est. Cost $76.12 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $217 Shares 235 Est. Cost $87.68 Unrealized 0.0%
IVE ISHARES TR S&P 500 VALUE 0.0%
Value ($000) $215 Shares 1,679 Est. Cost $128.05 Unrealized
GRACE W R & CO DEL NEW COM 0.0%
Value ($000) $214 Shares 3,895 Est. Cost $54.94 Unrealized
ULTA ULTA SALON COSMETCS & FRAG INC 0.0%
Value ($000) $211 Shares 734 Est. Cost $252.99 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $211 Shares 9,665 Est. Cost $30.75 Unrealized -45.1%
GSWEUR GETSWIFT LTD SHS 0.0%
Value ($000) $209 Shares 951,200 Est. Cost $0.40 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $205 Shares 900 Est. Cost $215.21 Unrealized 0.0%
IWV ISHARES TR RUSSELL 3000 0.0%
Value ($000) $203 Shares 910 Est. Cost $223.08 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $202 Shares 16,000 Est. Cost $10.13 Unrealized -11.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $201 Shares 658 Est. Cost $263.53 Unrealized 0.0%
NMPAX COLUMBIA FDS SER TR MID CAP IN 0.0%
Value ($000) $198 Shares 12,196 Est. Cost $15.91 Unrealized
PHIG PHI GROUP INC COM 0.0%
Value ($000) $197 Shares 21,842 Est. Cost $9.02 Unrealized
PENNX ROYCE FD PENN MUT INV 0.0%
Value ($000) $191 Shares 18,605 Est. Cost $9.09 Unrealized
VIPER ENERGY PARTNERS LP 0.0%
Value ($000) $187 Shares 16,100 Est. Cost $14.87 Unrealized
STHRX WELLS FARGO FDS TR TARGET 2030 0.0%
Value ($000) $187 Shares 14,295 Est. Cost $12.66 Unrealized
HTGC HERCULES TECH GROWTH CAP INC 0.0%
Value ($000) $185 Shares 12,806 Est. Cost $11.12 Unrealized +14.5%
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $184 Shares 13,000 Est. Cost $9.68 Unrealized -15.6%
HOLLY ENERGY PARTNERS LP 0.0%
Value ($000) $181 Shares 12,761 Est. Cost $20.68 Unrealized
LCTX LINEAGE CELL THERAPEUTICS INC 0.0%
Value ($000) $178 Shares 101,300 Est. Cost $1.03 Unrealized +35.7%
SBLK STAR BULK CARRIERS CORP SHS PA 0.0%
Value ($000) $177 Shares 20,000 Est. Cost $7.42 Unrealized 0.0%
VALE VALE S A ADR 0.0%
Value ($000) $174 Shares 10,380 Est. Cost $16.76 Unrealized
ARDEX AMG TR IV RIVR RD DIV CP N 0.0%
Value ($000) $162 Shares 14,132 Est. Cost $11.96 Unrealized
CENTENNIAL RESOURCE DEVELOPMEN 0.0%
Value ($000) $162 Shares 107,705 Est. Cost $4.37 Unrealized
APPLIED MINERALS INC COM 0.0%
Value ($000) $148 Shares 4,008,651 Est. Cost $0.02 Unrealized
FMAGX FIDELITY MAGELLAN FD COM 0.0%
Value ($000) $136 Shares 10,440 Est. Cost $10.82 Unrealized
AQUA METALS INC 0.0%
Value ($000) $135 Shares 45,000 Est. Cost $1.13 Unrealized
PEOPLES UNITED FINANCIAL INC C 0.0%
Value ($000) $129 Shares 10,000 Est. Cost $15.64 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $109 Shares 12,000 Est. Cost $5.08 Unrealized +35.3%
DVNHF FRONTIER SVCS GROUP LTD SHS 0.0%
Value ($000) $106 Shares 1,304,800 Est. Cost $0.07 Unrealized -26.5%
CHIMERA INVT CORP COM 0.0%
Value ($000) $105 Shares 10,250 Est. Cost $10.24 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $99 Shares 10,274 Est. Cost $7.89 Unrealized 0.0%
REGENERX BIOPHARMACEUTICALS CO 0.0%
Value ($000) $93 Shares 210,000 Est. Cost $0.17 Unrealized
WESTERN ASSET HIGH INCM FD II 0.0%
Value ($000) $83 Shares 12,085 Est. Cost $6.79 Unrealized
AIOT POWERFLEET INC COM 0.0%
Value ($000) $82 Shares 11,000 Est. Cost $6.45 Unrealized +3.8%
NWBO NORTHWEST BIOTHERAPEUTICS INC 0.0%
Value ($000) $76 Shares 50,000 Est. Cost $0.23 Unrealized +470.2%
PCRIX PIMCO COMMODITY RR STRAT - INS 0.0%
Value ($000) $70 Shares 11,888 Est. Cost $5.64 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $69 Shares 30,000 Est. Cost $1.47 Unrealized 0.0%
EUROPEAN METALS HLDGS LTD SHS 0.0%
Value ($000) $60 Shares 70,000 Est. Cost $0.86 Unrealized
ACTG ACACIA RESH CORP ACACIA TCH CO 0.0%
Value ($000) $47 Shares 12,000 Est. Cost $2.44 Unrealized +46.9%
OIL SEARCH LTD ORD 0.0%
Value ($000) $43 Shares 15,000 Est. Cost $1.47 Unrealized
ONCOCYTE CORPORATION COM 0.0%
Value ($000) $36 Shares 15,000 Est. Cost $2.13 Unrealized
FFNTF 4FRONT VENTURES CORP 0.0%
Value ($000) $19 Shares 21,300 Est. Cost $0.69 Unrealized +2.5%
GERN GERON CORP COM 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.49 Unrealized +21.9%
PARETEUM CORP 0.0%
Value ($000) $15 Shares 25,800 Est. Cost $0.43 Unrealized
VYSTAR CORP 0.0%
Value ($000) $7 Shares 240,000 Est. Cost $0.03 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $5 Shares 14,510 Est. Cost $0.28 Unrealized
SILVER ELEPHANT MINING CORP 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.10 Unrealized
FISSION URANIUM CORP COM 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $2 Shares 20,000 Est. Cost $0.19 Unrealized -49.9%
TGLO THEGLOBE COM INC COM 0.0%
Value ($000) $2 Shares 25,000 Est. Cost $0.04 Unrealized +31.3%
ISLET SCIENCES INC COM 0.0%
Value ($000) $0 Shares 91,666 Est. Cost Unrealized
FPMI FLUOROPHARMA MED INC COM 0.0%
Value ($000) $0 Shares 117,647 Est. Cost $0.02 Unrealized -87.4%
NEVADA GOLD CORP COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
GENE EXPRESS, INC. COM STOCK 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
SLUP SOLUCORP INDS LTD COM 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.00 Unrealized 0.0%
NII HLDGS INC COM PAR $0.001 0.0%
Value ($000) $0 Shares 49,996 Est. Cost $1.96 Unrealized