Virtue Capital Management, LLC Diversified Active

CIK: 0001729985 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $407,697 (100.0% shares, 0.0% debt)

Holdings (253)

RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 7.0%
Value ($000) $28,446 Shares 223,032 Est. Cost $103.72 Unrealized
VOO VANGUARD S&P 500 ETF SHS 5.6%
Value ($000) $23,013 Shares 66,958 Est. Cost $316.10 Unrealized
AGG ISHARES TRUST CORE US AGGBD ET ETF 5.3%
Value ($000) $21,525 Shares 182,126 Est. Cost $115.85 Unrealized
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $9,103 Shares 40,927 Est. Cost $171.22 Unrealized +20.3%
IEF ISHARES TRUST BARCLAYS 7 10 YR ETF 2.0%
Value ($000) $8,235 Shares 68,650 Est. Cost $121.60 Unrealized
AMZN AMAZON COM INC COM 2.0%
Value ($000) $8,142 Shares 2,500 Est. Cost $125.68 Unrealized +27.0%
AAPL APPLE INC COM 1.5%
Value ($000) $6,034 Shares 45,473 Est. Cost $97.29 Unrealized +20.3%
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 1.5%
Value ($000) $5,923 Shares 52,970 Est. Cost $83.39 Unrealized
HYG ISHARES TRUST IBOXX HI YD ETF 1.4%
Value ($000) $5,879 Shares 67,339 Est. Cost $83.69 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 1.3%
Value ($000) $5,227 Shares 11,222 Est. Cost $336.96 Unrealized +37.3%
V VISA INC COM CL A 1.2%
Value ($000) $5,087 Shares 23,257 Est. Cost $175.73 Unrealized +12.2%
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 1.2%
Value ($000) $4,880 Shares 44,799 Est. Cost $102.14 Unrealized
META FACEBOOK INC COM CL A 1.0%
Value ($000) $4,240 Shares 15,523 Est. Cost $210.93 Unrealized +29.1%
ADBE ADOBE INC COM 1.0%
Value ($000) $3,987 Shares 7,972 Est. Cost $381.58 Unrealized +26.6%
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value ($000) $3,976 Shares 11,337 Est. Cost $261.11 Unrealized +18.0%
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.9%
Value ($000) $3,838 Shares 61,208 Est. Cost $62.70 Unrealized
FXZ FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 0.9%
Value ($000) $3,834 Shares 79,718 Est. Cost $48.09 Unrealized
FXD FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF 0.9%
Value ($000) $3,785 Shares 74,394 Est. Cost $50.88 Unrealized
NVDA NVIDIA CORP COM 0.9%
Value ($000) $3,698 Shares 7,081 Est. Cost $8.06 Unrealized +65.6%
HD HOME DEPOT INC COM 0.9%
Value ($000) $3,507 Shares 13,204 Est. Cost $199.72 Unrealized +21.4%
ANGL VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETF 0.8%
Value ($000) $3,412 Shares 106,299 Est. Cost $31.60 Unrealized
INTU INTUIT INC COM 0.8%
Value ($000) $3,321 Shares 8,743 Est. Cost $264.89 Unrealized +28.5%
MA MASTERCARD INCORPORATED COM CL A 0.8%
Value ($000) $3,166 Shares 8,870 Est. Cost $267.00 Unrealized +21.1%
BALL BALL CORP COM 0.8%
Value ($000) $3,065 Shares 32,891 Est. Cost $63.19 Unrealized +37.3%
ADSK AUTODESK INC COM 0.7%
Value ($000) $2,979 Shares 9,757 Est. Cost $198.33 Unrealized +32.9%
GOOGL ALPHABET INC COM CL A 0.7%
Value ($000) $2,911 Shares 1,661 Est. Cost $66.92 Unrealized +24.8%
TIP ISHARES TRUST TIPS BD ETF 0.7%
Value ($000) $2,876 Shares 22,529 Est. Cost $125.05 Unrealized
DHR DANAHER CORP COM 0.7%
Value ($000) $2,870 Shares 12,921 Est. Cost $140.03 Unrealized +40.0%
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.7%
Value ($000) $2,810 Shares 41,658 Est. Cost $58.88 Unrealized
ZTS ZOETIS INC COM CL A 0.7%
Value ($000) $2,795 Shares 16,889 Est. Cost $126.69 Unrealized +22.7%
XYZ SQUARE INC COM CL A 0.6%
Value ($000) $2,605 Shares 11,970 Est. Cost $141.19 Unrealized +38.2%
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.6%
Value ($000) $2,484 Shares 21,432 Est. Cost $109.34 Unrealized
SBAC SBA COMMUNICATIONS CORP COM USD0.01 CL A 0.6%
Value ($000) $2,457 Shares 8,708 Est. Cost $274.07 Unrealized -0.2%
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $2,319 Shares 25,415 Est. Cost $71.40 Unrealized +16.2%
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 0.6%
Value ($000) $2,304 Shares 26,669 Est. Cost $86.16 Unrealized
LQD ISHARES TRUST IBOXX INV CP ETF 0.5%
Value ($000) $2,239 Shares 16,208 Est. Cost $133.67 Unrealized
NOW SERVICENOW INC COM 0.5%
Value ($000) $2,222 Shares 4,037 Est. Cost $81.20 Unrealized +28.1%
VRSK VERISK ANALYTICS INC COM 0.5%
Value ($000) $2,219 Shares 10,691 Est. Cost $149.70 Unrealized +25.6%
FTV FORTIVE CORP COM 0.5%
Value ($000) $2,191 Shares 30,931 Est. Cost $40.16 Unrealized +25.3%
ZBRA ZEBRA TECHNOLOGIES COM CL A 0.5%
Value ($000) $2,095 Shares 5,452 Est. Cost $234.34 Unrealized +43.6%
GOOG ALPHABET INC COM CL C 0.5%
Value ($000) $2,022 Shares 1,154 Est. Cost $66.98 Unrealized +25.0%
CMCSA COMCAST CORP COM CL A 0.5%
Value ($000) $1,971 Shares 37,609 Est. Cost $33.80 Unrealized +23.3%
APD AIR PRODUCTS & CHEMICALS INC COM 0.5%
Value ($000) $1,937 Shares 7,090 Est. Cost $198.67 Unrealized +24.6%
TLT ISHARES TRUST 20 YR TR BD ETF 0.5%
Value ($000) $1,933 Shares 12,254 Est. Cost $161.00 Unrealized
ATLASSIAN CORPORATION PLC COM CL A 0.5%
Value ($000) $1,904 Shares 8,141 Est. Cost $181.84 Unrealized
COST COSTCO WHOLESALE CORP COM 0.5%
Value ($000) $1,892 Shares 5,021 Est. Cost $286.18 Unrealized +21.4%
VZ VERIZON COMMUNICATIONS COM 0.5%
Value ($000) $1,871 Shares 31,845 Est. Cost $40.75 Unrealized +7.9%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,830 Shares 3,384 Est. Cost $42.56 Unrealized +19.1%
PYPL PAYPAL HOLDINGS INC COM 0.4%
Value ($000) $1,818 Shares 7,761 Est. Cost $137.88 Unrealized +49.9%
PG PROCTER & GAMBLE CO COM 0.4%
Value ($000) $1,809 Shares 13,004 Est. Cost $100.57 Unrealized +22.5%
AES AES CORP COM 0.4%
Value ($000) $1,746 Shares 74,291 Est. Cost $10.71 Unrealized +61.0%
TWLO TWILIO INC COM CL A 0.4%
Value ($000) $1,723 Shares 5,089 Est. Cost $246.54 Unrealized +26.7%
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $1,696 Shares 11,481 Est. Cost $100.65 Unrealized +20.4%
DIS WALT DISNEY COMPANY (THE) COM 0.4%
Value ($000) $1,686 Shares 9,307 Est. Cost $107.86 Unrealized +30.0%
FXU FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 0.4%
Value ($000) $1,684 Shares 59,334 Est. Cost $25.78 Unrealized
ISRG INTUITIVE SURGICAL INC COM 0.4%
Value ($000) $1,679 Shares 2,052 Est. Cost $188.78 Unrealized +31.5%
DVA DAVITA INC COM 0.4%
Value ($000) $1,675 Shares 14,271 Est. Cost $78.08 Unrealized +30.5%
IDXX IDEXX LABORATORIES INC COM 0.4%
Value ($000) $1,672 Shares 3,345 Est. Cost $289.54 Unrealized +54.5%
ECL ECOLAB INC COM 0.4%
Value ($000) $1,667 Shares 7,707 Est. Cost $182.16 Unrealized +8.4%
NXPI NXP SEMICONDUCTORS N V COM 0.4%
Value ($000) $1,654 Shares 10,401 Est. Cost $103.59 Unrealized +30.1%
TRMB TRIMBLE INC COM 0.4%
Value ($000) $1,638 Shares 24,536 Est. Cost $47.78 Unrealized +20.1%
ACTIVISION BLIZZARD INC COM 0.4%
Value ($000) $1,627 Shares 17,523 Est. Cost $75.90 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.4%
Value ($000) $1,597 Shares 7,116 Est. Cost $210.71 Unrealized -5.2%
MANH MANHATTAN ASSOCIATES INC COM 0.4%
Value ($000) $1,580 Shares 15,021 Est. Cost $74.44 Unrealized +32.2%
IPGP IPG PHOTONICS CORPORATION COM 0.4%
Value ($000) $1,579 Shares 7,057 Est. Cost $165.04 Unrealized +21.4%
DE DEERE & CO COM 0.4%
Value ($000) $1,572 Shares 5,843 Est. Cost $232.12 Unrealized 0.0%
JPM JP MORGAN CHASE & CO COM 0.4%
Value ($000) $1,555 Shares 12,240 Est. Cost $81.74 Unrealized +20.1%
T AT&T INC COM 0.4%
Value ($000) $1,547 Shares 53,804 Est. Cost $15.41 Unrealized -0.2%
AMGN AMGEN INC COM 0.4%
Value ($000) $1,542 Shares 6,708 Est. Cost $192.33 Unrealized +2.1%
ROK ROCKWELL AUTOMATION INC COM 0.4%
Value ($000) $1,541 Shares 6,142 Est. Cost $203.70 Unrealized +10.0%
IJR ISHARES TRUST CORE S&P SCP ETF 0.4%
Value ($000) $1,537 Shares 16,726 Est. Cost $91.89 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $1,510 Shares 9,910 Est. Cost $75.71 Unrealized +64.7%
EA ELECTRONIC ARTS INC COM 0.4%
Value ($000) $1,498 Shares 10,434 Est. Cost $117.85 Unrealized +6.4%
UPS UNITED PARCEL SERVICE INC COM CL B 0.4%
Value ($000) $1,496 Shares 8,886 Est. Cost $86.56 Unrealized +58.2%
LIVENT CORPORATION COM 0.4%
Value ($000) $1,484 Shares 78,752 Est. Cost $18.84 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.4%
Value ($000) $1,461 Shares 6,278 Est. Cost $215.69 Unrealized
WST WEST PHARMA SERVICES INC COM 0.4%
Value ($000) $1,448 Shares 5,111 Est. Cost $193.81 Unrealized +43.0%
LIMITED BRANDS INC COM 0.4%
Value ($000) $1,432 Shares 38,501 Est. Cost $37.19 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $1,422 Shares 9,863 Est. Cost $38.07 Unrealized +18.9%
MARVELL TECH GROUP COM 0.3%
Value ($000) $1,418 Shares 29,818 Est. Cost $35.06 Unrealized
FTNT FORTINET INC COM 0.3%
Value ($000) $1,395 Shares 9,395 Est. Cost $25.11 Unrealized +0.7%
DELL DELL TECHNOLOGIES INC COM CL C 0.3%
Value ($000) $1,384 Shares 18,878 Est. Cost $31.93 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL COM 0.3%
Value ($000) $1,381 Shares 996 Est. Cost $18.51 Unrealized +41.7%
CRM SALESFORCE.COM INC COM 0.3%
Value ($000) $1,381 Shares 6,204 Est. Cost $178.86 Unrealized +34.3%
BLACKROCK DEBT STR COM NEW 0.3%
Value ($000) $1,379 Shares 131,986 Est. Cost $9.94 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.3%
Value ($000) $1,366 Shares 52,218 Est. Cost $21.07 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,362 Shares 8,652 Est. Cost $124.24 Unrealized +2.6%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,360 Shares 12,712 Est. Cost $66.31 Unrealized +28.4%
AX AXOS FINANCIAL INC COM 0.3%
Value ($000) $1,350 Shares 35,977 Est. Cost $31.61 Unrealized 0.0%
MPWR MONOLITHIC POWER SYSTEM INC COM 0.3%
Value ($000) $1,335 Shares 3,646 Est. Cost $194.18 Unrealized +58.9%
SEAGEN INC COM 0.3%
Value ($000) $1,311 Shares 7,484 Est. Cost $175.17 Unrealized
ROL ROLLINS INC COM 0.3%
Value ($000) $1,298 Shares 33,230 Est. Cost $32.71 Unrealized +11.1%
SHW SHERWIN-WILLIAMS CO COM 0.3%
Value ($000) $1,286 Shares 1,750 Est. Cost $176.96 Unrealized +28.1%
MTCH MATCH GROUP INC COM 0.3%
Value ($000) $1,284 Shares 8,490 Est. Cost $110.31 Unrealized +17.2%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $1,273 Shares 24,955 Est. Cost $32.68 Unrealized +37.1%
PFE PFIZER INC COM 0.3%
Value ($000) $1,263 Shares 34,319 Est. Cost $25.99 Unrealized +10.2%
URI UNITED RENTALS INC COM 0.3%
Value ($000) $1,262 Shares 5,442 Est. Cost $204.61 Unrealized 0.0%
SVB FINANCIAL GROUP COM 0.3%
Value ($000) $1,260 Shares 3,248 Est. Cost $387.93 Unrealized
DT DYNATRACE INC COM 0.3%
Value ($000) $1,241 Shares 28,675 Est. Cost $40.66 Unrealized -2.3%
SHOP SHOPIFY INC COM CL A 0.3%
Value ($000) $1,241 Shares 1,096 Est. Cost $102.20 Unrealized +2.7%
WFC WELLS FARGO & COMPANY COM 0.3%
Value ($000) $1,231 Shares 40,784 Est. Cost $23.98 Unrealized -3.9%
ACN ACCENTURE PLC COM 0.3%
Value ($000) $1,230 Shares 4,708 Est. Cost $174.62 Unrealized +27.7%
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.3%
Value ($000) $1,223 Shares 3,271 Est. Cost $351.33 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC COM 0.3%
Value ($000) $1,220 Shares 8,939 Est. Cost $117.30 Unrealized 0.0%
CTAS CINTAS CORP COM 0.3%
Value ($000) $1,213 Shares 3,431 Est. Cost $57.44 Unrealized +43.8%
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $1,189 Shares 2,757 Est. Cost $353.34 Unrealized +12.7%
NKE NIKE INC COM CL B 0.3%
Value ($000) $1,183 Shares 8,360 Est. Cost $86.67 Unrealized +42.2%
BIO BIO RAD LABORATORIES INC COM CL A 0.3%
Value ($000) $1,151 Shares 1,975 Est. Cost $441.30 Unrealized +29.1%
BOOM DMC GLOBAL INC COM 0.3%
Value ($000) $1,151 Shares 26,605 Est. Cost $39.43 Unrealized 0.0%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $1,145 Shares 6,057 Est. Cost $166.34 Unrealized -0.9%
EL ESTEE LAUDER COMPANIES INC COM CL A 0.3%
Value ($000) $1,134 Shares 4,261 Est. Cost $166.67 Unrealized +34.2%
IBB ISHARES TRUST NASDAQ BIOTECH ETF 0.3%
Value ($000) $1,131 Shares 7,466 Est. Cost $141.84 Unrealized
SMH VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETF 0.3%
Value ($000) $1,122 Shares 5,139 Est. Cost $174.14 Unrealized
VBR VANGUARD SM CP VAL ETF 0.3%
Value ($000) $1,109 Shares 7,795 Est. Cost $142.27 Unrealized
IWM ISHARES TRUST RUSSELL 2000 ETF 0.3%
Value ($000) $1,109 Shares 5,655 Est. Cost $196.11 Unrealized
DXCM DEXCOM INC COM 0.3%
Value ($000) $1,083 Shares 2,930 Est. Cost $89.45 Unrealized -0.2%
CVX CHEVRON CORPORATION COM 0.3%
Value ($000) $1,082 Shares 12,812 Est. Cost $69.83 Unrealized -6.9%
USB US BANCORP COM 0.3%
Value ($000) $1,081 Shares 23,204 Est. Cost $27.85 Unrealized +21.6%
VOE VANGUARD MCAP VL IDXVIP ETF 0.3%
Value ($000) $1,079 Shares 9,073 Est. Cost $118.92 Unrealized
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.3%
Value ($000) $1,069 Shares 23,193 Est. Cost $40.56 Unrealized
WESTERN ASSET GLOB COM USD0.001 0.3%
Value ($000) $1,067 Shares 58,950 Est. Cost $16.92 Unrealized
IGV ISHARES TRUST EXPANDED TECH SOFTWARE 0.3%
Value ($000) $1,028 Shares 2,902 Est. Cost $311.22 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $1,024 Shares 6,905 Est. Cost $110.78 Unrealized +9.4%
ETSY ETSY INC COM 0.2%
Value ($000) $1,017 Shares 5,717 Est. Cost $74.59 Unrealized +101.6%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $995 Shares 2,800 Est. Cost $36.92 Unrealized +26.5%
BF/B BROWN-FORMAN CORP COM CL B 0.2%
Value ($000) $983 Shares 12,378 Est. Cost $58.39 Unrealized +19.9%
FIS FIDELITY NATIONAL INFORMATION COM 0.2%
Value ($000) $981 Shares 6,938 Est. Cost $120.83 Unrealized +5.5%
RTX RAYTHEON TECH CORP COM 0.2%
Value ($000) $971 Shares 13,574 Est. Cost $54.58 Unrealized +7.0%
SPLUNK INC COM 0.2%
Value ($000) $969 Shares 5,701 Est. Cost $190.04 Unrealized
AMCOR PLC COM 0.2%
Value ($000) $963 Shares 81,850 Est. Cost $8.29 Unrealized +11.3%
PRU PRUDENTIAL FINANCIAL INC COM 0.2%
Value ($000) $958 Shares 12,274 Est. Cost $44.25 Unrealized +27.3%
IHS MARKIT LTD COM 0.2%
Value ($000) $954 Shares 10,622 Est. Cost $76.64 Unrealized
NUVEEN CREDIT STRATEGIES INCOM COM SHS 0.2%
Value ($000) $944 Shares 149,100 Est. Cost $6.06 Unrealized
FIRST TRUST HIGH I DBI USD0.01 0.2%
Value ($000) $939 Shares 63,600 Est. Cost $14.07 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $924 Shares 1,310 Est. Cost $109.45 Unrealized +55.9%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $869 Shares 3,027 Est. Cost $216.11 Unrealized +17.1%
GWW GRAINGER W W INC COM 0.2%
Value ($000) $866 Shares 2,122 Est. Cost $277.17 Unrealized +34.0%
LULU LULULEMON ATHLETICA INC COM 0.2%
Value ($000) $854 Shares 2,454 Est. Cost $260.81 Unrealized +33.1%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $851 Shares 10,275 Est. Cost $54.79 Unrealized +10.2%
KO COCA-COLA CO COM 0.2%
Value ($000) $833 Shares 15,185 Est. Cost $38.72 Unrealized +14.3%
ALEXION PHARMACEUTICAL INC COM 0.2%
Value ($000) $829 Shares 5,308 Est. Cost $112.64 Unrealized
NDSN NORDSON CORP COM 0.2%
Value ($000) $825 Shares 4,104 Est. Cost $159.50 Unrealized +18.8%
XOM EXXON MOBIL CORPORATION COM 0.2%
Value ($000) $824 Shares 19,983 Est. Cost $34.82 Unrealized -12.8%
LOW LOWE'S COMPANIES INC COM 0.2%
Value ($000) $796 Shares 4,959 Est. Cost $103.31 Unrealized +43.3%
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.2%
Value ($000) $783 Shares 20,324 Est. Cost $34.89 Unrealized
AKAM AKAMAI TECHNOLOGIES COM 0.2%
Value ($000) $781 Shares 7,440 Est. Cost $102.14 Unrealized +2.5%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $777 Shares 4,733 Est. Cost $102.03 Unrealized +31.9%
INTC INTEL CORP COM 0.2%
Value ($000) $777 Shares 15,588 Est. Cost $53.20 Unrealized -17.2%
MRK MERCK & CO INC COM 0.2%
Value ($000) $771 Shares 9,427 Est. Cost $62.87 Unrealized +3.1%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $771 Shares 4,234 Est. Cost $106.19 Unrealized +45.0%
MET METLIFE INC COM 0.2%
Value ($000) $753 Shares 16,038 Est. Cost $28.97 Unrealized +27.8%
MDT MEDTRONIC PLC COM 0.2%
Value ($000) $742 Shares 6,338 Est. Cost $81.79 Unrealized +16.2%
MNST MONSTER BEVERAGE CORP COM 0.2%
Value ($000) $742 Shares 8,018 Est. Cost $33.66 Unrealized +24.8%
HYS PIMCO ETF TRUST 0-5 HIGH YIELD ETF 0.2%
Value ($000) $739 Shares 7,527 Est. Cost $93.82 Unrealized
USHY ISHARES TRUST BROAD USD HIGH ETF 0.2%
Value ($000) $734 Shares 17,779 Est. Cost $39.47 Unrealized
HYLB DBX ETF TRUST XTRACK USD HIGH ETF 0.2%
Value ($000) $732 Shares 14,604 Est. Cost $48.11 Unrealized
SJNK SPDR SERIES TRUST BLOOMBERG SRT TR ETF 0.2%
Value ($000) $730 Shares 27,079 Est. Cost $25.88 Unrealized
EQIX EQUINIX INC COM 0.2%
Value ($000) $715 Shares 1,001 Est. Cost $620.78 Unrealized +8.7%
VEU VANGUARD ALLWRLD EX US ETF 0.2%
Value ($000) $707 Shares 12,117 Est. Cost $53.00 Unrealized
HPQ HP INCORPORATION COM 0.2%
Value ($000) $705 Shares 28,661 Est. Cost $13.08 Unrealized +34.6%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $704 Shares 3,038 Est. Cost $182.62 Unrealized +20.6%
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $699 Shares 15,609 Est. Cost $37.00 Unrealized -4.7%
TYL TYLER TECHNOLOGIES INC COM 0.2%
Value ($000) $699 Shares 1,601 Est. Cost $335.55 Unrealized +23.0%
APTIV PLC COM 0.2%
Value ($000) $684 Shares 5,253 Est. Cost $81.25 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT ETF 0.2%
Value ($000) $679 Shares 8,198 Est. Cost $60.50 Unrealized
ENB ENBRIDGE INC COM 0.2%
Value ($000) $678 Shares 21,191 Est. Cost $21.25 Unrealized +2.1%
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $677 Shares 3,249 Est. Cost $178.06 Unrealized 0.0%
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.2%
Value ($000) $670 Shares 2,135 Est. Cost $219.48 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $669 Shares 11,490 Est. Cost $61.47 Unrealized -19.7%
AAP ADVANCE AUTO PARTS INC COM 0.2%
Value ($000) $664 Shares 4,213 Est. Cost $115.52 Unrealized +18.5%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $657 Shares 295 Est. Cost $1497.60 Unrealized +26.8%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $649 Shares 1,828 Est. Cost $323.50 Unrealized -1.4%
MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF 0.2%
Value ($000) $645 Shares 9,297 Est. Cost $69.38 Unrealized
THOMSON-REUTERS CORP COM 0.2%
Value ($000) $643 Shares 7,853 Est. Cost $67.99 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $643 Shares 10,463 Est. Cost $44.76 Unrealized +10.6%
AJG GALLAGHER (ARTHUR J) & CO COM 0.2%
Value ($000) $635 Shares 5,136 Est. Cost $83.03 Unrealized +29.7%
BAC BANK OF AMERICA CORPORATION COM 0.2%
Value ($000) $633 Shares 20,885 Est. Cost $20.57 Unrealized +15.0%
VMWARE INC COM CL A 0.2%
Value ($000) $622 Shares 4,434 Est. Cost $151.83 Unrealized
MDLZ MONDELEZ INTL INC COM CL A 0.2%
Value ($000) $615 Shares 10,513 Est. Cost $44.56 Unrealized +12.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $614 Shares 9,896 Est. Cost $47.92 Unrealized +4.4%
BKLN INVESCO EXCHANGE TRADED FUND T SR LN ETF 0.1%
Value ($000) $604 Shares 27,096 Est. Cost $21.50 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $604 Shares 15,600 Est. Cost $24.35 Unrealized +38.7%
CVS CVS HEALTH CORPORATION COM 0.1%
Value ($000) $604 Shares 8,838 Est. Cost $52.60 Unrealized +5.0%
CCI CROWN CASTLE INTL CORP COM USD0.01 0.1%
Value ($000) $596 Shares 3,746 Est. Cost $125.06 Unrealized +2.2%
G GENPACT LIMITED COM 0.1%
Value ($000) $595 Shares 14,384 Est. Cost $31.92 Unrealized +16.1%
TSN TYSON FOODS INC COM CL A 0.1%
Value ($000) $590 Shares 9,152 Est. Cost $53.24 Unrealized 0.0%
COLONY CAPITAL INC 7.15 PERCENT CUM RED PERP PRF SER I 0.1%
Value ($000) $590 Shares 25,000 Est. Cost $23.60 Unrealized
PLD PROLOGIS INC COM USD0.01 0.1%
Value ($000) $590 Shares 5,925 Est. Cost $76.28 Unrealized +14.6%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $584 Shares 8,344 Est. Cost $56.22 Unrealized -14.7%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $566 Shares 3,805 Est. Cost $124.31 Unrealized +5.1%
KMI KINDER MORGAN INC COM 0.1%
Value ($000) $557 Shares 40,749 Est. Cost $10.85 Unrealized -8.4%
ABBV ABBVIE INC COM 0.1%
Value ($000) $556 Shares 5,191 Est. Cost $70.50 Unrealized +12.0%
PNC PNC FINANCIAL SERVICES GROUP COM 0.1%
Value ($000) $553 Shares 3,713 Est. Cost $85.95 Unrealized +23.9%
BLACKROCK INC COM 0.1%
Value ($000) $548 Shares 760 Est. Cost $544.01 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $537 Shares 6,319 Est. Cost $78.64 Unrealized
KEY KEYCORP COM 0.1%
Value ($000) $518 Shares 31,591 Est. Cost $8.82 Unrealized +29.0%
WPC WP CAREY INC COM USD0.001 0.1%
Value ($000) $517 Shares 7,329 Est. Cost $67.68 Unrealized
BMRN BIOMARIN PHARMACEUTICAL COM 0.1%
Value ($000) $516 Shares 5,882 Est. Cost $97.53 Unrealized -18.7%
AFL AFLAC INC COM 0.1%
Value ($000) $514 Shares 11,569 Est. Cost $31.58 Unrealized +15.0%
DVY ISHARES TRUST SELECT DIVID ETF 0.1%
Value ($000) $512 Shares 5,321 Est. Cost $98.40 Unrealized
BUD ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED 0.1%
Value ($000) $502 Shares 7,186 Est. Cost $50.40 Unrealized
ALC ALCON AG COM 0.1%
Value ($000) $495 Shares 7,502 Est. Cost $56.69 Unrealized +8.8%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $491 Shares 11,979 Est. Cost $24.96 Unrealized +7.0%
LYB LYONDELLBASELL INDUSTRIES N V COM 0.1%
Value ($000) $487 Shares 5,317 Est. Cost $40.79 Unrealized +41.0%
MDYV SPDR SERIES TRUST S&P 400 MDCP VAL ETF 0.1%
Value ($000) $482 Shares 8,679 Est. Cost $55.54 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT 0.1%
Value ($000) $477 Shares 24,349 Est. Cost $19.59 Unrealized
IQV IQVIA HOLDINGS INC COM 0.1%
Value ($000) $472 Shares 2,637 Est. Cost $135.51 Unrealized +24.3%
EMN EASTMAN CHEMICAL CO COM 0.1%
Value ($000) $469 Shares 4,677 Est. Cost $51.71 Unrealized +49.8%
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.1%
Value ($000) $460 Shares 13,634 Est. Cost $29.63 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP COM 0.1%
Value ($000) $451 Shares 7,735 Est. Cost $41.12 Unrealized +19.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.1%
Value ($000) $445 Shares 4,083 Est. Cost $81.03 Unrealized
ASML ASML HOLDING NV ADR SPONSORED 0.1%
Value ($000) $439 Shares 900 Est. Cost $487.78 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $435 Shares 10,881 Est. Cost $32.91 Unrealized -6.7%
TOTL SSGA ACTIVE ETF TR SPDR DOBLELINE TOTAL RETURN 0.1%
Value ($000) $426 Shares 8,654 Est. Cost $49.23 Unrealized
CE CELANESE CORP COM 0.1%
Value ($000) $423 Shares 3,253 Est. Cost $113.78 Unrealized 0.0%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $415 Shares 5,164 Est. Cost $50.28 Unrealized +32.9%
GDXJ VANECK VECTORS ETF TRUST JR GOLD MINERS E ETF 0.1%
Value ($000) $412 Shares 7,600 Est. Cost $54.21 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $409 Shares 32,377 Est. Cost $6.82 Unrealized +32.2%
ORLY OREILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $407 Shares 900 Est. Cost $20.00 Unrealized +50.9%
EBAY EBAY INC COM 0.1%
Value ($000) $406 Shares 8,075 Est. Cost $50.23 Unrealized -7.0%
TGT TARGET CORP COM 0.1%
Value ($000) $397 Shares 2,247 Est. Cost $103.67 Unrealized +39.7%
KMX CARMAX INC COM 0.1%
Value ($000) $368 Shares 3,901 Est. Cost $78.36 Unrealized +19.7%
NTNX NUTANIX INC COM CL A 0.1%
Value ($000) $367 Shares 11,530 Est. Cost $21.07 Unrealized +28.7%
ET ENERGY TRANSFER LP COM UNITS REP LTD PTN INT 0.1%
Value ($000) $361 Shares 58,400 Est. Cost $6.18 Unrealized
ELV ANTHEM INC COM 0.1%
Value ($000) $354 Shares 1,104 Est. Cost $247.08 Unrealized +15.8%
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV ETF 0.1%
Value ($000) $332 Shares 4,522 Est. Cost $73.42 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $323 Shares 724 Est. Cost $311.84 Unrealized +19.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $312 Shares 8,278 Est. Cost $17.13 Unrealized +97.4%
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $312 Shares 6,270 Est. Cost $24.80 Unrealized +44.6%
C CITIGROUP INC COM 0.1%
Value ($000) $310 Shares 5,024 Est. Cost $38.68 Unrealized +9.5%
IBM INTERNATIONAL BUS MACH CORP COM 0.1%
Value ($000) $306 Shares 2,431 Est. Cost $91.40 Unrealized +2.2%
OKE ONEOK INC COM 0.1%
Value ($000) $302 Shares 7,867 Est. Cost $22.62 Unrealized +10.1%
AVGO BROADCOM INC COM 0.1%
Value ($000) $301 Shares 688 Est. Cost $24.82 Unrealized +40.3%
COR AMERISOURCEBERGEN CORPORATION COM 0.1%
Value ($000) $297 Shares 3,042 Est. Cost $79.57 Unrealized +12.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $285 Shares 2,361 Est. Cost $86.23 Unrealized +20.4%
AMLP ALPS ETF TRUST ALERIAN MLP ETF 0.1%
Value ($000) $278 Shares 10,847 Est. Cost $25.63 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $272 Shares 1,110 Est. Cost $174.00 Unrealized +23.3%
IAC/INTERACTIVECORP NEW COM 0.1%
Value ($000) $263 Shares 1,387 Est. Cost $189.62 Unrealized
WDAY WORKDAY INC COM CL A 0.1%
Value ($000) $262 Shares 1,094 Est. Cost $224.69 Unrealized 0.0%
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $258 Shares 1,327 Est. Cost $156.74 Unrealized
PCY INVESCO EXCHANGE TRADED FUND T EMRNG MKT SVRG ETF 0.1%
Value ($000) $251 Shares 8,716 Est. Cost $27.11 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $246 Shares 4,340 Est. Cost $47.74 Unrealized -15.0%
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.1%
Value ($000) $243 Shares 3,387 Est. Cost $64.09 Unrealized
CORNERSTONE BUILDING BRANDS IN COM 0.1%
Value ($000) $239 Shares 25,742 Est. Cost $6.06 Unrealized
FNF FIDELITY NATIONAL FINANCIAL COM 0.1%
Value ($000) $238 Shares 6,098 Est. Cost $26.56 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $231 Shares 3,419 Est. Cost $56.62 Unrealized +6.1%
VRSN VERISIGN COM 0.1%
Value ($000) $224 Shares 1,035 Est. Cost $202.87 Unrealized 0.0%
NSRGY NESTLE SA ADR SPONSORED 0.1%
Value ($000) $222 Shares 1,884 Est. Cost $117.83 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $222 Shares 674 Est. Cost $323.21 Unrealized 0.0%
F FORD MOTOR CO COM 0.0%
Value ($000) $200 Shares 22,786 Est. Cost $6.96 Unrealized -8.8%
LYG LLOYDS BANKING GROUP ADR SPONSORED 0.0%
Value ($000) $50 Shares 25,667 Est. Cost $1.51 Unrealized
SENSEONICS HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.40 Unrealized
EXACTUS INC COM 0.0%
Value ($000) $7 Shares 134,100 Est. Cost $0.06 Unrealized