Virtue Capital Management, LLC Diversified Active

CIK: 0001729985 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $424,974 (100.0% shares, 0.0% debt)

Holdings (284)

RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 8.1%
Value ($000) $34,214 Shares 241,522 Est. Cost $106.62 Unrealized
VOO VANGUARD S&P 500 ETF SHS 5.9%
Value ($000) $24,893 Shares 68,331 Est. Cost $317.07 Unrealized
AGG ISHARES TRUST CORE US AGGBD ET ETF 4.0%
Value ($000) $17,210 Shares 151,187 Est. Cost $115.85 Unrealized
VTIP VANGUARD STRM INFPROIDX ETF 2.2%
Value ($000) $9,527 Shares 184,843 Est. Cost $51.54 Unrealized
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $9,456 Shares 40,105 Est. Cost $171.22 Unrealized +30.2%
AMZN AMAZON COM INC COM 1.9%
Value ($000) $7,992 Shares 2,583 Est. Cost $126.74 Unrealized +25.1%
TLT ISHARES TRUST 20 YR TR BD ETF 1.5%
Value ($000) $6,467 Shares 47,743 Est. Cost $142.01 Unrealized
AAPL APPLE INC COM 1.3%
Value ($000) $5,418 Shares 44,359 Est. Cost $97.29 Unrealized +28.5%
V VISA INC COM CL A 1.2%
Value ($000) $5,151 Shares 24,326 Est. Cost $176.94 Unrealized +14.8%
TMO THERMO FISHER SCIENTIFIC INC COM 1.2%
Value ($000) $5,053 Shares 11,072 Est. Cost $336.96 Unrealized +39.8%
META FACEBOOK INC COM CL A 1.1%
Value ($000) $4,669 Shares 15,852 Est. Cost $212.10 Unrealized +26.1%
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value ($000) $4,331 Shares 11,641 Est. Cost $262.64 Unrealized +21.7%
ADBE ADOBE INC COM 1.0%
Value ($000) $4,170 Shares 8,773 Est. Cost $389.42 Unrealized +20.0%
HD HOME DEPOT INC COM 1.0%
Value ($000) $4,116 Shares 13,483 Est. Cost $200.65 Unrealized +21.8%
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 0.9%
Value ($000) $3,992 Shares 36,691 Est. Cost $102.14 Unrealized
FXZ FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 0.9%
Value ($000) $3,719 Shares 67,438 Est. Cost $48.09 Unrealized
FXO FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 0.9%
Value ($000) $3,650 Shares 87,750 Est. Cost $41.60 Unrealized
FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 0.8%
Value ($000) $3,522 Shares 347,977 Est. Cost $10.12 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.8%
Value ($000) $3,511 Shares 54,820 Est. Cost $62.70 Unrealized
GOOGL ALPHABET INC COM CL A 0.8%
Value ($000) $3,463 Shares 1,679 Est. Cost $67.25 Unrealized +45.6%
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 0.8%
Value ($000) $3,405 Shares 29,964 Est. Cost $83.39 Unrealized
MA MASTERCARD INCORPORATED COM CL A 0.8%
Value ($000) $3,320 Shares 9,325 Est. Cost $270.54 Unrealized +25.5%
INTU INTUIT INC COM 0.8%
Value ($000) $3,307 Shares 8,633 Est. Cost $264.89 Unrealized +41.1%
ANGL VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETF 0.8%
Value ($000) $3,289 Shares 103,018 Est. Cost $31.60 Unrealized
NVDA NVIDIA CORP COM 0.8%
Value ($000) $3,235 Shares 6,058 Est. Cost $8.06 Unrealized +66.3%
DHR DANAHER CORP COM 0.7%
Value ($000) $2,932 Shares 13,026 Est. Cost $140.03 Unrealized +41.9%
HYG ISHARES TRUST IBOXX HI YD ETF 0.7%
Value ($000) $2,903 Shares 33,304 Est. Cost $83.69 Unrealized
SJNK SPDR SERIES TRUST BLOOMBERG SRT TR ETF 0.6%
Value ($000) $2,754 Shares 100,764 Est. Cost $26.94 Unrealized
SOXX ISHARES TRUST PHLX SEMICND ETF 0.6%
Value ($000) $2,736 Shares 6,453 Est. Cost $423.99 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.6%
Value ($000) $2,715 Shares 8,508 Est. Cost $294.11 Unrealized
ADSK AUTODESK INC COM 0.6%
Value ($000) $2,699 Shares 9,740 Est. Cost $198.33 Unrealized +45.4%
XYZ SQUARE INC COM CL A 0.6%
Value ($000) $2,697 Shares 11,880 Est. Cost $141.19 Unrealized +65.7%
ZTS ZOETIS INC COM CL A 0.6%
Value ($000) $2,628 Shares 16,690 Est. Cost $126.69 Unrealized +19.7%
DVY ISHARES TRUST SELECT DIVID ETF 0.6%
Value ($000) $2,577 Shares 22,583 Est. Cost $110.41 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.6%
Value ($000) $2,508 Shares 25,930 Est. Cost $96.72 Unrealized
IEF ISHARES TRUST BARCLAYS 7 10 YR ETF 0.6%
Value ($000) $2,484 Shares 21,998 Est. Cost $121.60 Unrealized
GOOG ALPHABET INC COM CL C 0.6%
Value ($000) $2,342 Shares 1,132 Est. Cost $66.98 Unrealized +47.0%
NXPI NXP SEMICONDUCTORS N V COM 0.5%
Value ($000) $2,289 Shares 11,371 Est. Cost $109.04 Unrealized +53.6%
NOW SERVICENOW INC COM 0.5%
Value ($000) $2,280 Shares 4,559 Est. Cost $83.99 Unrealized +25.7%
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.5%
Value ($000) $2,243 Shares 32,830 Est. Cost $58.88 Unrealized
VB VANGUARD SMALL CP ETF 0.5%
Value ($000) $2,218 Shares 10,360 Est. Cost $214.09 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.5%
Value ($000) $2,170 Shares 25,947 Est. Cost $71.67 Unrealized +18.0%
LIMITED BRANDS INC COM 0.5%
Value ($000) $2,112 Shares 34,143 Est. Cost $37.19 Unrealized
VRSK VERISK ANALYTICS INC COM 0.5%
Value ($000) $2,023 Shares 11,450 Est. Cost $151.54 Unrealized +17.1%
DE DEERE & CO COM 0.5%
Value ($000) $2,003 Shares 5,353 Est. Cost $232.12 Unrealized +32.5%
ATLASSIAN CORPORATION PLC COM CL A 0.4%
Value ($000) $1,881 Shares 8,927 Est. Cost $184.38 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.4%
Value ($000) $1,863 Shares 7,792 Est. Cost $209.11 Unrealized -8.0%
SHV ISHARES TRUST SHORT TREAS BD ETF 0.4%
Value ($000) $1,846 Shares 16,702 Est. Cost $110.53 Unrealized
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $1,842 Shares 11,875 Est. Cost $101.99 Unrealized +38.4%
PYPL PAYPAL HOLDINGS INC COM 0.4%
Value ($000) $1,827 Shares 7,522 Est. Cost $137.88 Unrealized +82.7%
ECL ECOLAB INC COM 0.4%
Value ($000) $1,774 Shares 8,289 Est. Cost $183.52 Unrealized +9.8%
AES AES CORP COM 0.4%
Value ($000) $1,763 Shares 65,775 Est. Cost $10.71 Unrealized +107.5%
DIS WALT DISNEY COMPANY (THE) COM 0.4%
Value ($000) $1,746 Shares 9,461 Est. Cost $109.04 Unrealized +65.2%
IDXX IDEXX LABORATORIES INC COM 0.4%
Value ($000) $1,699 Shares 3,472 Est. Cost $297.27 Unrealized +68.5%
PG PROCTER & GAMBLE CO COM 0.4%
Value ($000) $1,686 Shares 12,451 Est. Cost $100.57 Unrealized +15.0%
URI UNITED RENTALS INC COM 0.4%
Value ($000) $1,680 Shares 5,103 Est. Cost $204.61 Unrealized +34.0%
TRMB TRIMBLE INC COM 0.4%
Value ($000) $1,668 Shares 21,445 Est. Cost $47.78 Unrealized +51.2%
VCEL VERICEL CORP COM 0.4%
Value ($000) $1,637 Shares 29,461 Est. Cost $45.25 Unrealized 0.0%
LQD ISHARES TRUST IBOXX INV CP ETF 0.4%
Value ($000) $1,629 Shares 12,525 Est. Cost $133.67 Unrealized
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,619 Shares 3,104 Est. Cost $42.56 Unrealized +24.6%
DBO INVESCO DB MULTI-SECTOR COMM T OIL FD ETF 0.4%
Value ($000) $1,596 Shares 151,741 Est. Cost $10.52 Unrealized
DBI DESIGNER BRANDS INC COM CL A 0.4%
Value ($000) $1,583 Shares 90,953 Est. Cost $11.22 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES COM CL A 0.4%
Value ($000) $1,555 Shares 3,205 Est. Cost $234.34 Unrealized +90.3%
MANH MANHATTAN ASSOCIATES INC COM 0.4%
Value ($000) $1,554 Shares 13,240 Est. Cost $74.44 Unrealized +62.6%
AX AXOS FINANCIAL INC COM 0.4%
Value ($000) $1,535 Shares 32,643 Est. Cost $31.61 Unrealized +42.5%
TWLO TWILIO INC COM CL A 0.4%
Value ($000) $1,525 Shares 4,475 Est. Cost $246.54 Unrealized +51.9%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,506 Shares 13,778 Est. Cost $68.45 Unrealized +37.4%
WST WEST PHARMA SERVICES INC COM 0.3%
Value ($000) $1,473 Shares 5,226 Est. Cost $195.77 Unrealized +44.5%
SVB FINANCIAL GROUP COM 0.3%
Value ($000) $1,468 Shares 2,973 Est. Cost $387.93 Unrealized
DELL DELL TECHNOLOGIES INC COM CL C 0.3%
Value ($000) $1,462 Shares 16,582 Est. Cost $31.93 Unrealized +17.6%
ACTIVISION BLIZZARD INC COM 0.3%
Value ($000) $1,456 Shares 15,659 Est. Cost $75.90 Unrealized
CRM SALESFORCE.COM INC COM 0.3%
Value ($000) $1,455 Shares 6,867 Est. Cost $182.82 Unrealized +20.3%
ATI ALLEGHENY TECHNOLOGIES INC COM 0.3%
Value ($000) $1,449 Shares 68,817 Est. Cost $19.55 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM 0.3%
Value ($000) $1,443 Shares 1,953 Est. Cost $188.78 Unrealized +33.3%
THC TENET HEALTHCARE CORP COM 0.3%
Value ($000) $1,418 Shares 27,271 Est. Cost $50.55 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC COM CL B 0.3%
Value ($000) $1,404 Shares 8,262 Est. Cost $86.56 Unrealized +52.5%
VEU VANGUARD ALLWRLD EX US ETF 0.3%
Value ($000) $1,399 Shares 23,057 Est. Cost $56.64 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $1,389 Shares 25,484 Est. Cost $33.16 Unrealized +68.3%
DT DYNATRACE INC COM 0.3%
Value ($000) $1,387 Shares 28,756 Est. Cost $40.66 Unrealized +19.3%
TCBI TEXAS CAPITAL BANCSHARES INC COM 0.3%
Value ($000) $1,385 Shares 19,527 Est. Cost $73.47 Unrealized 0.0%
MPWR MONOLITHIC POWER SYSTEM INC COM 0.3%
Value ($000) $1,360 Shares 3,851 Est. Cost $202.54 Unrealized +73.4%
CMCSA COMCAST CORP COM CL A 0.3%
Value ($000) $1,352 Shares 24,979 Est. Cost $33.80 Unrealized +36.6%
BOOM DMC GLOBAL INC COM 0.3%
Value ($000) $1,348 Shares 24,838 Est. Cost $39.43 Unrealized +45.5%
JPM JP MORGAN CHASE & CO COM 0.3%
Value ($000) $1,346 Shares 8,841 Est. Cost $81.74 Unrealized +55.7%
MTCH MATCH GROUP INC COM 0.3%
Value ($000) $1,342 Shares 9,771 Est. Cost $115.10 Unrealized +27.6%
IPGP IPG PHOTONICS CORPORATION COM 0.3%
Value ($000) $1,340 Shares 6,351 Est. Cost $165.04 Unrealized +37.7%
MARVELL TECH GROUP COM 0.3%
Value ($000) $1,340 Shares 27,363 Est. Cost $35.06 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC COM 0.3%
Value ($000) $1,326 Shares 9,676 Est. Cost $118.58 Unrealized +13.1%
MSCI MSCI INC COM 0.3%
Value ($000) $1,306 Shares 3,114 Est. Cost $379.13 Unrealized +5.4%
SBAC SBA COMMUNICATIONS CORP COM USD0.01 CL A 0.3%
Value ($000) $1,300 Shares 4,683 Est. Cost $274.07 Unrealized -9.8%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $1,297 Shares 22,299 Est. Cost $40.75 Unrealized +3.7%
NKE NIKE INC COM CL B 0.3%
Value ($000) $1,294 Shares 9,734 Est. Cost $92.72 Unrealized +39.7%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $1,287 Shares 9,707 Est. Cost $75.71 Unrealized +71.3%
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.3%
Value ($000) $1,284 Shares 11,792 Est. Cost $109.34 Unrealized
IYC ISHARES TRUST U.S. CNSM SV ETF 0.3%
Value ($000) $1,274 Shares 17,025 Est. Cost $74.83 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.3%
Value ($000) $1,270 Shares 1,721 Est. Cost $176.96 Unrealized +28.9%
AMGN AMGEN INC COM 0.3%
Value ($000) $1,264 Shares 5,080 Est. Cost $192.33 Unrealized +6.4%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,264 Shares 7,692 Est. Cost $124.24 Unrealized +13.3%
PFE PFIZER INC COM 0.3%
Value ($000) $1,260 Shares 34,781 Est. Cost $26.02 Unrealized +7.8%
VO VANGUARD MID CAP ETF 0.3%
Value ($000) $1,258 Shares 5,684 Est. Cost $221.32 Unrealized
LIVENT CORPORATION COM 0.3%
Value ($000) $1,253 Shares 72,323 Est. Cost $18.84 Unrealized
SIX FLAGS ENT CORP NEW COM 0.3%
Value ($000) $1,245 Shares 26,799 Est. Cost $46.46 Unrealized
FTV FORTIVE CORP COM 0.3%
Value ($000) $1,243 Shares 17,603 Est. Cost $40.16 Unrealized +26.2%
SHAK SHAKE SHACK INC COM CL A 0.3%
Value ($000) $1,240 Shares 10,999 Est. Cost $114.44 Unrealized 0.0%
ACN ACCENTURE PLC COM 0.3%
Value ($000) $1,234 Shares 4,466 Est. Cost $174.62 Unrealized +38.2%
CMG CHIPOTLE MEXICAN GRILL COM 0.3%
Value ($000) $1,228 Shares 864 Est. Cost $18.51 Unrealized +56.2%
EL ESTEE LAUDER COMPANIES INC COM CL A 0.3%
Value ($000) $1,220 Shares 4,196 Est. Cost $166.67 Unrealized +53.0%
GREAT WESTERN BANCORP INC COM 0.3%
Value ($000) $1,219 Shares 40,256 Est. Cost $30.28 Unrealized
SHOP SHOPIFY INC COM CL A 0.3%
Value ($000) $1,217 Shares 1,100 Est. Cost $102.20 Unrealized +18.2%
BIO BIO RAD LABORATORIES INC COM CL A 0.3%
Value ($000) $1,211 Shares 2,121 Est. Cost $451.68 Unrealized +31.1%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $1,209 Shares 5,966 Est. Cost $166.34 Unrealized +2.0%
WMT WALMART INC COM 0.3%
Value ($000) $1,209 Shares 8,901 Est. Cost $38.07 Unrealized +13.8%
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.3%
Value ($000) $1,181 Shares 2,979 Est. Cost $351.33 Unrealized
EA ELECTRONIC ARTS INC COM 0.3%
Value ($000) $1,175 Shares 8,678 Est. Cost $117.85 Unrealized +14.5%
CTAS CINTAS CORP COM 0.3%
Value ($000) $1,166 Shares 3,417 Est. Cost $57.44 Unrealized +40.9%
EQAL INVESCO EXCHANGE TRADED FUND T RUSEL 1000 EQL ETF 0.3%
Value ($000) $1,158 Shares 26,962 Est. Cost $42.95 Unrealized
WFC WELLS FARGO & COMPANY COM 0.3%
Value ($000) $1,148 Shares 29,393 Est. Cost $23.98 Unrealized +31.9%
CVX CHEVRON CORPORATION COM 0.3%
Value ($000) $1,128 Shares 10,760 Est. Cost $69.83 Unrealized +14.0%
CORT CORCEPT THERAPEUTICS INC COM 0.3%
Value ($000) $1,126 Shares 47,335 Est. Cost $21.07 Unrealized +26.7%
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.3%
Value ($000) $1,095 Shares 29,120 Est. Cost $37.60 Unrealized
IBB ISHARES TRUST NASDAQ BIOTECH ETF 0.3%
Value ($000) $1,090 Shares 7,239 Est. Cost $141.84 Unrealized
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV ETF 0.3%
Value ($000) $1,079 Shares 12,812 Est. Cost $80.41 Unrealized
DXCM DEXCOM INC COM 0.2%
Value ($000) $1,053 Shares 2,930 Est. Cost $89.45 Unrealized +4.9%
IJR ISHARES TRUST CORE S&P SCP ETF 0.2%
Value ($000) $1,041 Shares 9,593 Est. Cost $91.89 Unrealized
RTX RAYTHEON TECH CORP COM 0.2%
Value ($000) $1,040 Shares 13,458 Est. Cost $54.58 Unrealized +19.5%
ETSY ETSY INC COM 0.2%
Value ($000) $1,036 Shares 5,137 Est. Cost $74.59 Unrealized +180.6%
AWK AMER WATER WORKS CO INC COM 0.2%
Value ($000) $1,028 Shares 6,860 Est. Cost $137.66 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION COM 0.2%
Value ($000) $1,027 Shares 7,302 Est. Cost $120.91 Unrealized +1.2%
IHS MARKIT LTD COM 0.2%
Value ($000) $1,019 Shares 10,528 Est. Cost $76.64 Unrealized
VPU VANGUARD UTILITIES ETF 0.2%
Value ($000) $1,018 Shares 7,245 Est. Cost $140.51 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $997 Shares 5,274 Est. Cost $107.09 Unrealized +41.3%
COST COSTCO WHOLESALE CORP COM 0.2%
Value ($000) $982 Shares 2,787 Est. Cost $286.18 Unrealized +15.2%
T AT&T INC COM 0.2%
Value ($000) $970 Shares 32,052 Est. Cost $15.41 Unrealized +4.7%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $951 Shares 3,075 Est. Cost $217.58 Unrealized +42.8%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $947 Shares 2,940 Est. Cost $37.99 Unrealized +56.4%
VBR VANGUARD SM CP VAL ETF 0.2%
Value ($000) $943 Shares 5,692 Est. Cost $142.27 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $928 Shares 2,301 Est. Cost $353.34 Unrealized +10.3%
AMCOR PLC COM 0.2%
Value ($000) $923 Shares 79,002 Est. Cost $8.29 Unrealized +12.4%
SMH VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETF 0.2%
Value ($000) $919 Shares 3,775 Est. Cost $174.14 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $918 Shares 6,492 Est. Cost $110.78 Unrealized +6.4%
IEX IDEX CORP COM 0.2%
Value ($000) $913 Shares 4,361 Est. Cost $186.85 Unrealized 0.0%
IYH ISHARES TRUST US HLTHCARE ETF 0.2%
Value ($000) $902 Shares 3,574 Est. Cost $252.38 Unrealized
GWW GRAINGER W W INC COM 0.2%
Value ($000) $879 Shares 2,193 Est. Cost $280.07 Unrealized +31.0%
IGV ISHARES TRUST EXPANDED TECH SOFTWARE 0.2%
Value ($000) $870 Shares 2,548 Est. Cost $311.22 Unrealized
IYF ISHARES TRUST U.S. FINLS ETF 0.2%
Value ($000) $866 Shares 11,568 Est. Cost $74.86 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $863 Shares 9,724 Est. Cost $54.79 Unrealized +21.9%
LOW LOWE'S COMPANIES INC COM 0.2%
Value ($000) $857 Shares 4,506 Est. Cost $103.31 Unrealized +51.9%
IYJ ISHARES TRUST US INDUSTRIALS ETF 0.2%
Value ($000) $855 Shares 8,087 Est. Cost $105.73 Unrealized
XOM EXXON MOBIL CORPORATION COM 0.2%
Value ($000) $842 Shares 15,082 Est. Cost $34.82 Unrealized +24.4%
VEEV VEEVA SYSTEMS INC COM CL A 0.2%
Value ($000) $840 Shares 3,216 Est. Cost $278.59 Unrealized 0.0%
BF/B BROWN-FORMAN CORP COM CL B 0.2%
Value ($000) $837 Shares 12,134 Est. Cost $58.39 Unrealized +14.0%
USB US BANCORP COM 0.2%
Value ($000) $833 Shares 15,054 Est. Cost $27.85 Unrealized +44.8%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.2%
Value ($000) $833 Shares 3,674 Est. Cost $215.69 Unrealized
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 0.2%
Value ($000) $829 Shares 9,610 Est. Cost $86.16 Unrealized
QLD PROSHARES TRUST PSHS ULTRA QQQ ETF 0.2%
Value ($000) $823 Shares 7,021 Est. Cost $117.22 Unrealized
ENB ENBRIDGE INC COM 0.2%
Value ($000) $804 Shares 22,101 Est. Cost $21.42 Unrealized +19.3%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $804 Shares 3,149 Est. Cost $184.74 Unrealized +31.5%
PRU PRUDENTIAL FINANCIAL INC COM 0.2%
Value ($000) $801 Shares 8,798 Est. Cost $44.25 Unrealized +53.2%
TSLA TESLA INC COM 0.2%
Value ($000) $792 Shares 1,186 Est. Cost $109.45 Unrealized +129.4%
SPLUNK INC COM 0.2%
Value ($000) $789 Shares 5,827 Est. Cost $188.86 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $785 Shares 2,125 Est. Cost $320.21 Unrealized -6.3%
AAP ADVANCE AUTO PARTS INC COM 0.2%
Value ($000) $778 Shares 4,238 Est. Cost $115.52 Unrealized +29.0%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $776 Shares 12,010 Est. Cost $61.12 Unrealized -12.7%
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.2%
Value ($000) $763 Shares 23,994 Est. Cost $31.80 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.2%
Value ($000) $754 Shares 2,459 Est. Cost $260.81 Unrealized +25.9%
INTC INTEL CORP COM 0.2%
Value ($000) $752 Shares 11,754 Est. Cost $53.20 Unrealized +1.7%
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.2%
Value ($000) $750 Shares 15,249 Est. Cost $40.56 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $741 Shares 318 Est. Cost $1547.34 Unrealized +41.2%
MNST MONSTER BEVERAGE CORP COM 0.2%
Value ($000) $736 Shares 8,077 Est. Cost $33.66 Unrealized +33.1%
APTIV PLC COM 0.2%
Value ($000) $724 Shares 5,251 Est. Cost $81.25 Unrealized
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $716 Shares 3,249 Est. Cost $178.06 Unrealized +5.6%
MRK MERCK & CO INC COM 0.2%
Value ($000) $709 Shares 9,196 Est. Cost $62.87 Unrealized +0.3%
VMWARE INC COM CL A 0.2%
Value ($000) $700 Shares 4,650 Est. Cost $151.77 Unrealized
AKAM AKAMAI TECHNOLOGIES COM 0.2%
Value ($000) $696 Shares 6,832 Est. Cost $102.14 Unrealized +1.1%
EQIX EQUINIX INC COM 0.2%
Value ($000) $682 Shares 1,004 Est. Cost $620.78 Unrealized +0.6%
KO COCA-COLA CO COM 0.2%
Value ($000) $679 Shares 12,890 Est. Cost $38.72 Unrealized +12.0%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $672 Shares 3,793 Est. Cost $29.45 Unrealized 0.0%
WDAY WORKDAY INC COM CL A 0.2%
Value ($000) $672 Shares 2,705 Est. Cost $238.00 Unrealized +3.8%
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $650 Shares 12,569 Est. Cost $37.00 Unrealized +9.8%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $647 Shares 3,564 Est. Cost $124.31 Unrealized +18.3%
MET METLIFE INC COM 0.2%
Value ($000) $644 Shares 10,594 Est. Cost $28.97 Unrealized +64.3%
SO SOUTHERN CO COM 0.2%
Value ($000) $642 Shares 10,334 Est. Cost $44.76 Unrealized +11.4%
TFC TRUIST FINANCIAL CORPORATION COM 0.1%
Value ($000) $614 Shares 10,532 Est. Cost $43.57 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $606 Shares 9,603 Est. Cost $47.92 Unrealized +6.5%
MDT MEDTRONIC PLC COM 0.1%
Value ($000) $603 Shares 5,108 Est. Cost $81.79 Unrealized +24.3%
VOX VANGUARD COMM SRVC ETF 0.1%
Value ($000) $591 Shares 4,549 Est. Cost $129.92 Unrealized
HYLB DBX ETF TRUST XTRACK USD HIGH ETF 0.1%
Value ($000) $590 Shares 11,811 Est. Cost $48.11 Unrealized
USHY ISHARES TRUST BROAD USD HIGH ETF 0.1%
Value ($000) $590 Shares 14,333 Est. Cost $39.47 Unrealized
CVS CVS HEALTH CORPORATION COM 0.1%
Value ($000) $589 Shares 7,829 Est. Cost $52.60 Unrealized +18.4%
WTRG ESSENTIAL UTILITIES INC COM 0.1%
Value ($000) $579 Shares 12,936 Est. Cost $45.15 Unrealized 0.0%
HYS PIMCO ETF TRUST 0-5 HIGH YIELD ETF 0.1%
Value ($000) $579 Shares 5,840 Est. Cost $93.82 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $573 Shares 7,026 Est. Cost $56.22 Unrealized +15.5%
CHGG CHEGG INC COM 0.1%
Value ($000) $566 Shares 6,611 Est. Cost $95.28 Unrealized 0.0%
MDLZ MONDELEZ INTL INC COM CL A 0.1%
Value ($000) $564 Shares 9,632 Est. Cost $44.56 Unrealized +11.7%
ASML ASML HOLDING NV ADR SPONSORED 0.1%
Value ($000) $561 Shares 908 Est. Cost $487.78 Unrealized
BAC BANK OF AMERICA CORPORATION COM 0.1%
Value ($000) $558 Shares 14,426 Est. Cost $20.57 Unrealized +48.9%
AJG GALLAGHER (ARTHUR J) & CO COM 0.1%
Value ($000) $555 Shares 4,451 Est. Cost $83.03 Unrealized +38.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $554 Shares 2,390 Est. Cost $106.19 Unrealized +78.1%
TSN TYSON FOODS INC COM CL A 0.1%
Value ($000) $540 Shares 7,274 Est. Cost $53.24 Unrealized +11.8%
THOMSON-REUTERS CORP COM 0.1%
Value ($000) $537 Shares 6,128 Est. Cost $67.99 Unrealized
PLD PROLOGIS INC COM USD0.01 0.1%
Value ($000) $525 Shares 4,952 Est. Cost $76.28 Unrealized +16.2%
ALC ALCON AG COM 0.1%
Value ($000) $519 Shares 7,392 Est. Cost $56.69 Unrealized +23.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $518 Shares 10,118 Est. Cost $24.96 Unrealized +21.9%
CCI CROWN CASTLE INTL CORP COM USD0.01 0.1%
Value ($000) $518 Shares 3,009 Est. Cost $125.06 Unrealized +1.8%
HPQ HP INCORPORATION COM 0.1%
Value ($000) $511 Shares 16,084 Est. Cost $13.08 Unrealized +78.4%
IJH ISHARES TRUST CORE S&P MCP ETF 0.1%
Value ($000) $506 Shares 1,944 Est. Cost $260.29 Unrealized
IQV IQVIA HOLDINGS INC COM 0.1%
Value ($000) $504 Shares 2,607 Est. Cost $135.51 Unrealized +38.5%
KMI KINDER MORGAN INC COM 0.1%
Value ($000) $497 Shares 29,822 Est. Cost $10.85 Unrealized +6.6%
IYK ISHARES TRUST U.S. CNSM GD ETF 0.1%
Value ($000) $490 Shares 2,766 Est. Cost $177.15 Unrealized
WPC WP CAREY INC COM USD0.001 0.1%
Value ($000) $476 Shares 6,732 Est. Cost $67.68 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $475 Shares 4,389 Est. Cost $70.50 Unrealized +26.1%
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.1%
Value ($000) $475 Shares 4,013 Est. Cost $81.03 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $472 Shares 2,381 Est. Cost $107.02 Unrealized +52.5%
KMX CARMAX INC COM 0.1%
Value ($000) $472 Shares 3,556 Est. Cost $78.36 Unrealized +55.3%
BMRN BIOMARIN PHARMACEUTICAL COM 0.1%
Value ($000) $472 Shares 6,247 Est. Cost $96.60 Unrealized -15.4%
PNC PNC FINANCIAL SERVICES GROUP COM 0.1%
Value ($000) $470 Shares 2,680 Est. Cost $85.95 Unrealized +61.2%
SE SEA LIMITED ADR 0.1%
Value ($000) $468 Shares 2,097 Est. Cost $223.18 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $468 Shares 621 Est. Cost $544.01 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.1%
Value ($000) $461 Shares 11,224 Est. Cost $41.07 Unrealized
ORLY OREILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $457 Shares 900 Est. Cost $20.00 Unrealized +54.9%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $457 Shares 8,632 Est. Cost $32.91 Unrealized +25.8%
BUD ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED 0.1%
Value ($000) $449 Shares 7,137 Est. Cost $50.40 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $448 Shares 8,753 Est. Cost $31.58 Unrealized +35.8%
DOW DOW INC COM 0.1%
Value ($000) $440 Shares 6,885 Est. Cost $45.81 Unrealized 0.0%
ELV ANTHEM INC COM 0.1%
Value ($000) $423 Shares 1,178 Est. Cost $250.46 Unrealized +20.1%
CE CELANESE CORP COM 0.1%
Value ($000) $403 Shares 2,693 Est. Cost $113.78 Unrealized +11.0%
APD AIR PRODUCTS & CHEMICALS INC COM 0.1%
Value ($000) $401 Shares 1,425 Est. Cost $198.67 Unrealized +20.9%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT ETF 0.1%
Value ($000) $399 Shares 4,790 Est. Cost $60.50 Unrealized
OKE ONEOK INC COM 0.1%
Value ($000) $399 Shares 7,874 Est. Cost $22.62 Unrealized +52.6%
PEG PUBLIC SERVICE ENTERPRISE GRP COM 0.1%
Value ($000) $389 Shares 6,467 Est. Cost $41.12 Unrealized +19.0%
COR AMERISOURCEBERGEN CORPORATION COM 0.1%
Value ($000) $385 Shares 3,262 Est. Cost $80.84 Unrealized +21.6%
LYB LYONDELLBASELL INDUSTRIES N V COM 0.1%
Value ($000) $366 Shares 3,521 Est. Cost $40.79 Unrealized +73.6%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $358 Shares 8,487 Est. Cost $17.61 Unrealized +107.0%
EMN EASTMAN CHEMICAL CO COM 0.1%
Value ($000) $349 Shares 3,169 Est. Cost $51.71 Unrealized +76.6%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $349 Shares 3,795 Est. Cost $78.64 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $344 Shares 9,188 Est. Cost $28.18 Unrealized 0.0%
VV VANGUARD LARGE CAP ETF 0.1%
Value ($000) $338 Shares 1,826 Est. Cost $185.10 Unrealized
BALL BALL CORP COM 0.1%
Value ($000) $337 Shares 3,977 Est. Cost $63.19 Unrealized +30.2%
KEY KEYCORP COM 0.1%
Value ($000) $335 Shares 16,784 Est. Cost $8.82 Unrealized +72.7%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $330 Shares 3,658 Est. Cost $50.28 Unrealized +54.7%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $327 Shares 2,315 Est. Cost $86.23 Unrealized +44.2%
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.1%
Value ($000) $320 Shares 9,062 Est. Cost $29.63 Unrealized
NTNX NUTANIX INC COM CL A 0.1%
Value ($000) $313 Shares 11,777 Est. Cost $21.26 Unrealized +43.0%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $311 Shares 4,340 Est. Cost $47.74 Unrealized +19.8%
BKLN INVESCO EXCHANGE TRADED FUND T SR LN ETF 0.1%
Value ($000) $303 Shares 13,696 Est. Cost $21.50 Unrealized
AWR AMERICAN STATES WATER CO COM 0.1%
Value ($000) $301 Shares 3,981 Est. Cost $69.75 Unrealized 0.0%
HTO SJW GROUP COM 0.1%
Value ($000) $299 Shares 4,746 Est. Cost $65.27 Unrealized 0.0%
CWT CALIFORNIA WATER SERVICE GROUP COM 0.1%
Value ($000) $296 Shares 5,262 Est. Cost $49.86 Unrealized 0.0%
IAC/INTERACTIVECORP NEW COM 0.1%
Value ($000) $295 Shares 1,364 Est. Cost $189.62 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $292 Shares 18,585 Est. Cost $6.82 Unrealized +76.5%
F FORD MOTOR CO COM 0.1%
Value ($000) $288 Shares 23,486 Est. Cost $7.01 Unrealized +23.8%
MCK MCKESSON CORPORATION COM 0.1%
Value ($000) $276 Shares 1,415 Est. Cost $177.34 Unrealized 0.0%
SYK STRYKER CORP COM 0.1%
Value ($000) $274 Shares 1,123 Est. Cost $174.63 Unrealized +30.4%
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.1%
Value ($000) $268 Shares 3,354 Est. Cost $64.09 Unrealized
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.1%
Value ($000) $265 Shares 6,891 Est. Cost $34.89 Unrealized
C CITIGROUP INC COM 0.1%
Value ($000) $258 Shares 3,543 Est. Cost $38.68 Unrealized +45.2%
CTVA CORTEVA INC COM 0.1%
Value ($000) $250 Shares 5,365 Est. Cost $24.35 Unrealized +72.1%
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $246 Shares 1,190 Est. Cost $156.74 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $244 Shares 527 Est. Cost $24.82 Unrealized +67.8%
IDEV ISHARES TRUST CORE MSCI INTL ETF 0.1%
Value ($000) $243 Shares 3,768 Est. Cost $64.49 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $243 Shares 688 Est. Cost $323.14 Unrealized -1.1%
ETR ENTERGY CORP COM 0.1%
Value ($000) $238 Shares 2,394 Est. Cost $39.50 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF 0.1%
Value ($000) $235 Shares 494 Est. Cost $475.71 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $232 Shares 3,391 Est. Cost $56.62 Unrealized +7.3%
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $231 Shares 4,270 Est. Cost $24.80 Unrealized +59.0%
FNF FIDELITY NATIONAL FINANCIAL COM 0.1%
Value ($000) $231 Shares 5,691 Est. Cost $26.56 Unrealized +13.6%
SPYV SPDR SERIES TRUST PRTFLO S&P500 VL ETF 0.1%
Value ($000) $220 Shares 5,802 Est. Cost $37.92 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC ETF 0.1%
Value ($000) $216 Shares 4,477 Est. Cost $49.23 Unrealized
NSRGY NESTLE SA ADR SPONSORED 0.1%
Value ($000) $215 Shares 1,924 Est. Cost $117.71 Unrealized
VRSN VERISIGN COM 0.1%
Value ($000) $213 Shares 1,070 Est. Cost $202.60 Unrealized -3.9%
PROSHARES TRUST SHORT S&P 500 NE ETF 0.0%
Value ($000) $207 Shares 12,338 Est. Cost $16.78 Unrealized
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $201 Shares 425 Est. Cost $484.19 Unrealized 0.0%
PROSHARES TRUST II ULSHT BLOOMB OIL ETF 0.0%
Value ($000) $186 Shares 26,006 Est. Cost $7.15 Unrealized
LYG LLOYDS BANKING GROUP ADR SPONSORED 0.0%
Value ($000) $54 Shares 23,108 Est. Cost $1.51 Unrealized
SENSEONICS HOLDINGS INC COM 0.0%
Value ($000) $46 Shares 17,500 Est. Cost $1.36 Unrealized
GENIUS BRANDS INTL INC COM 0.0%
Value ($000) $37 Shares 19,124 Est. Cost $1.93 Unrealized
TREE OF KNOWLEDGE INTL COR COM 0.0%
Value ($000) $34 Shares 1,551,600 Est. Cost $0.02 Unrealized
EXACTUS INC COM 0.0%
Value ($000) $23 Shares 134,100 Est. Cost $0.06 Unrealized
CASTOR MARITIME INC COM 0.0%
Value ($000) $11 Shares 15,000 Est. Cost $0.73 Unrealized
SHMP NATURALSHRIMP INC COM 0.0%
Value ($000) $7 Shares 12,500 Est. Cost $0.56 Unrealized 0.0%
LOMIKO METALS INC COM 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized
HCMC HEALTHIER CHOICES MGMT CORP COM 0.0%
Value ($000) $1 Shares 1,000,000 Est. Cost $0.00 Unrealized 0.0%
BSSP BASSLINE PRODUCTIONS INC COM 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $0.00 Unrealized 0.0%
SLJB SULJA BROS BUILDI COM 0.0%
Value ($000) $0 Shares 98,000 Est. Cost $0.00 Unrealized 0.0%