Tower View Wealth Management LLC Diversified Active

CIK: 0001729045 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 3, 2022

Total Value ($000): $196,291 (100.0% shares, 0.0% debt)

Holdings (191)

HD HOME DEPOT INC 3.4%
Value ($000) $6,696 Shares 16,135 Est. Cost $152.36 Unrealized +125.2%
MSFT MICROSOFT CORP 3.2%
Value ($000) $6,281 Shares 18,675 Est. Cost $131.15 Unrealized +139.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.1%
Value ($000) $6,103 Shares 50,724 Est. Cost $55.19 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $6,066 Shares 34,161 Est. Cost $88.85 Unrealized +74.1%
MRSH MARSH & MCLENNAN COS INC 3.0%
Value ($000) $5,983 Shares 34,422 Est. Cost $76.65 Unrealized +103.8%
EW EDWARDS LIFESCIENCES CORP 2.8%
Value ($000) $5,445 Shares 42,027 Est. Cost $60.88 Unrealized +91.6%
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $5,383 Shares 10,721 Est. Cost $232.30 Unrealized +81.7%
GOOG ALPHABET INC 2.5%
Value ($000) $4,829 Shares 1,669 Est. Cost $51.03 Unrealized +181.1%
VBK VANGUARD INDEX FDS 2.4%
Value ($000) $4,721 Shares 16,754 Est. Cost $185.18 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 2.4%
Value ($000) $4,639 Shares 8,181 Est. Cost $197.87 Unrealized +215.9%
LLY LILLY ELI & CO 2.3%
Value ($000) $4,507 Shares 16,318 Est. Cost $113.14 Unrealized +115.5%
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $4,506 Shares 9,486 Est. Cost $266.17 Unrealized
DOV DOVER CORP 2.3%
Value ($000) $4,487 Shares 24,710 Est. Cost $131.76 Unrealized +22.1%
COST COSTCO WHSL CORP NEW 2.3%
Value ($000) $4,443 Shares 7,826 Est. Cost $332.29 Unrealized +46.9%
AMZN AMAZON COM INC 2.3%
Value ($000) $4,428 Shares 1,328 Est. Cost $68.83 Unrealized +148.6%
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $4,406 Shares 14,980 Est. Cost $16.87 Unrealized +62.7%
SBUX STARBUCKS CORP 2.2%
Value ($000) $4,405 Shares 37,662 Est. Cost $58.01 Unrealized +76.2%
UNP UNION PAC CORP 2.2%
Value ($000) $4,388 Shares 17,417 Est. Cost $151.16 Unrealized +42.2%
DE DEERE & CO 2.2%
Value ($000) $4,309 Shares 12,566 Est. Cost $341.93 Unrealized -3.9%
V VISA INC 2.2%
Value ($000) $4,243 Shares 19,578 Est. Cost $110.52 Unrealized +88.3%
SHW SHERWIN WILLIAMS CO 1.9%
Value ($000) $3,745 Shares 10,635 Est. Cost $238.76 Unrealized +30.4%
DHR DANAHER CORPORATION 1.9%
Value ($000) $3,735 Shares 11,353 Est. Cost $197.85 Unrealized +36.5%
VUG VANGUARD INDEX FDS 1.9%
Value ($000) $3,661 Shares 11,407 Est. Cost $141.06 Unrealized
PYPL PAYPAL HLDGS INC 1.8%
Value ($000) $3,541 Shares 18,779 Est. Cost $82.56 Unrealized +161.5%
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value ($000) $3,502 Shares 20,392 Est. Cost $108.93 Unrealized
CANADIAN PAC RY LTD 1.8%
Value ($000) $3,440 Shares 47,824 Est. Cost $71.93 Unrealized
DIS DISNEY WALT CO 1.7%
Value ($000) $3,267 Shares 21,092 Est. Cost $123.33 Unrealized +27.9%
GOOGL ALPHABET INC 1.6%
Value ($000) $3,227 Shares 1,114 Est. Cost $56.23 Unrealized +154.2%
WMT WALMART INC 1.6%
Value ($000) $3,194 Shares 22,074 Est. Cost $37.35 Unrealized +21.0%
NVMI NOVA LTD 1.6%
Value ($000) $3,148 Shares 21,491 Est. Cost $52.22 Unrealized +131.7%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $3,108 Shares 33,290 Est. Cost $68.60 Unrealized +12.8%
SMG SCOTTS MIRACLE-GRO CO 1.5%
Value ($000) $2,924 Shares 18,163 Est. Cost $131.83 Unrealized -1.2%
BLACKROCK INC 1.4%
Value ($000) $2,671 Shares 2,917 Est. Cost $915.67 Unrealized
LULU LULULEMON ATHLETICA INC 1.3%
Value ($000) $2,616 Shares 6,682 Est. Cost $327.77 Unrealized +30.4%
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $2,421 Shares 9,808 Est. Cost $202.83 Unrealized +3.7%
ASML ASML HOLDING N V 1.1%
Value ($000) $2,240 Shares 2,814 Est. Cost $763.41 Unrealized
NUVASIVE INC 1.1%
Value ($000) $2,135 Shares 40,679 Est. Cost $58.84 Unrealized
XYZ BLOCK INC 1.0%
Value ($000) $2,002 Shares 12,398 Est. Cost $92.94 Unrealized +133.2%
PEP PEPSICO INC 1.0%
Value ($000) $1,983 Shares 11,416 Est. Cost $91.35 Unrealized +57.0%
MKSI MKS INSTRS INC 1.0%
Value ($000) $1,980 Shares 11,371 Est. Cost $151.09 Unrealized 0.0%
AXON AXON ENTERPRISE INC 1.0%
Value ($000) $1,907 Shares 12,144 Est. Cost $178.14 Unrealized -5.8%
VHT VANGUARD WORLD FDS 1.0%
Value ($000) $1,868 Shares 7,013 Est. Cost $173.47 Unrealized
WDAY WORKDAY INC 0.9%
Value ($000) $1,815 Shares 6,643 Est. Cost $176.72 Unrealized +57.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.9%
Value ($000) $1,815 Shares 3,507 Est. Cost $493.03 Unrealized
MCD MCDONALDS CORP 0.9%
Value ($000) $1,803 Shares 6,727 Est. Cost $227.77 Unrealized +0.8%
VGT VANGUARD WORLD FDS 0.9%
Value ($000) $1,754 Shares 3,829 Est. Cost $263.86 Unrealized
ETSY ETSY INC 0.8%
Value ($000) $1,660 Shares 7,583 Est. Cost $198.77 Unrealized +21.2%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $1,604 Shares 4,032 Est. Cost $358.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $1,552 Shares 7,276 Est. Cost $163.53 Unrealized +24.5%
NFLX NETFLIX INC 0.8%
Value ($000) $1,539 Shares 2,555 Est. Cost $48.20 Unrealized +32.6%
DECK DECKERS OUTDOOR CORP 0.7%
Value ($000) $1,448 Shares 3,952 Est. Cost $68.47 Unrealized -5.8%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,376 Shares 8,412 Est. Cost $103.96 Unrealized +29.0%
DOCU DOCUSIGN INC 0.7%
Value ($000) $1,321 Shares 8,673 Est. Cost $165.55 Unrealized +37.7%
SPOT SPOTIFY TECHNOLOGY S A 0.6%
Value ($000) $1,147 Shares 4,901 Est. Cost $184.58 Unrealized +35.5%
PINS PINTEREST INC 0.5%
Value ($000) $1,067 Shares 29,364 Est. Cost $59.49 Unrealized -25.3%
ROKU ROKU INC 0.5%
Value ($000) $1,060 Shares 4,646 Est. Cost $158.01 Unrealized +70.7%
VDC VANGUARD WORLD FDS 0.5%
Value ($000) $1,052 Shares 5,265 Est. Cost $149.72 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $882 Shares 10,324 Est. Cost $83.69 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $672 Shares 2,904 Est. Cost $218.04 Unrealized -1.8%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $547 Shares 5,633 Est. Cost $80.86 Unrealized -1.8%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $512 Shares 2,913 Est. Cost $128.94 Unrealized +27.7%
SHY ISHARES TR 0.2%
Value ($000) $428 Shares 5,000 Est. Cost $86.44 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $423 Shares 1,661 Est. Cost $152.94 Unrealized
MGEE MGE ENERGY INC 0.2%
Value ($000) $401 Shares 4,873 Est. Cost $59.59 Unrealized +17.7%
KO COCA COLA CO 0.2%
Value ($000) $370 Shares 6,246 Est. Cost $39.87 Unrealized +23.3%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $366 Shares 4,109 Est. Cost $56.07 Unrealized +29.3%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $366 Shares 2,141 Est. Cost $126.33 Unrealized +14.8%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $342 Shares 3,052 Est. Cost $91.09 Unrealized
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $314 Shares 921 Est. Cost $208.01 Unrealized
PSA PUBLIC STORAGE 0.2%
Value ($000) $305 Shares 813 Est. Cost $158.87 Unrealized +73.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $286 Shares 957 Est. Cost $280.86 Unrealized +2.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $276 Shares 4,157 Est. Cost $44.92 Unrealized +23.1%
TSLA TESLA INC 0.1%
Value ($000) $248 Shares 235 Est. Cost $98.72 Unrealized +239.7%
CLX CLOROX CO DEL 0.1%
Value ($000) $225 Shares 1,293 Est. Cost $170.09 Unrealized -14.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $211 Shares 587 Est. Cost $339.68 Unrealized -0.6%
ABT ABBOTT LABS 0.1%
Value ($000) $207 Shares 1,469 Est. Cost $97.72 Unrealized +21.5%
PLD PROLOGIS INC. 0.1%
Value ($000) $205 Shares 1,216 Est. Cost $116.43 Unrealized +13.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $200 Shares 457 Est. Cost $390.52 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $184 Shares 816 Est. Cost $163.29 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $182 Shares 2,913 Est. Cost $51.64 Unrealized -4.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $169 Shares 253 Est. Cost $217.52 Unrealized +183.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $168 Shares 1,625 Est. Cost $113.45 Unrealized -10.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $153 Shares 1,089 Est. Cost $91.11 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $141 Shares 2,719 Est. Cost $36.30 Unrealized +11.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $138 Shares 515 Est. Cost $172.05 Unrealized +46.0%
KKR KKR & CO INC 0.1%
Value ($000) $130 Shares 1,750 Est. Cost $60.50 Unrealized +17.7%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $122 Shares 507 Est. Cost $137.53 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $116 Shares 2,600 Est. Cost $28.44 Unrealized +44.2%
CG CARLYLE GROUP INC 0.1%
Value ($000) $110 Shares 2,000 Est. Cost $41.33 Unrealized +14.1%
ABBV ABBVIE INC 0.0%
Value ($000) $81 Shares 598 Est. Cost $89.85 Unrealized +13.2%
IRM IRON MTN INC NEW 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $37.70 Unrealized +6.4%
IWV ISHARES TR 0.0%
Value ($000) $77 Shares 276 Est. Cost $163.55 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $76 Shares 800 Est. Cost $81.05 Unrealized -5.8%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $75 Shares 700 Est. Cost $83.95 Unrealized +7.9%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $68 Shares 429 Est. Cost $120.79 Unrealized +22.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $67 Shares 458 Est. Cost $146.29 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $66 Shares 260 Est. Cost $154.03 Unrealized +80.2%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $65 Shares 1,209 Est. Cost $47.18 Unrealized +2.9%
BX BLACKSTONE INC 0.0%
Value ($000) $65 Shares 500 Est. Cost $100.33 Unrealized +15.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $62 Shares 916 Est. Cost $39.76 Unrealized +43.0%
PFE PFIZER INC 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $35.67 Unrealized +12.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $52 Shares 500 Est. Cost $72.53 Unrealized +11.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $51 Shares 800 Est. Cost $49.23 Unrealized +2.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $49 Shares 570 Est. Cost $71.56 Unrealized +2.2%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $49 Shares 400 Est. Cost $69.22 Unrealized +68.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $33.99 Unrealized -3.5%
CM CANADIAN IMP BK COMM 0.0%
Value ($000) $47 Shares 400 Est. Cost $47.47 Unrealized +2.0%
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $42 Shares 5,000 Est. Cost $8.00 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $39 Shares 342 Est. Cost $65.19 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $36 Shares 500 Est. Cost $61.23 Unrealized +5.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $36 Shares 500 Est. Cost $49.31 Unrealized +27.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $35 Shares 307 Est. Cost $30.90 Unrealized +46.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $33 Shares 200 Est. Cost $158.27 Unrealized +2.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $33 Shares 500 Est. Cost $53.86 Unrealized +2.1%
MRK MERCK & CO INC 0.0%
Value ($000) $31 Shares 400 Est. Cost $66.14 Unrealized +5.7%
META META PLATFORMS INC 0.0%
Value ($000) $30 Shares 89 Est. Cost $229.60 Unrealized +43.6%
OEF ISHARES TR 0.0%
Value ($000) $29 Shares 133 Est. Cost $218.05 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $29 Shares 500 Est. Cost $60.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $28 Shares 500 Est. Cost $46.66 Unrealized +4.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $27 Shares 150 Est. Cost $128.84 Unrealized +13.4%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $25 Shares 400 Est. Cost $62.50 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $24 Shares 191 Est. Cost $105.78 Unrealized +19.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $24 Shares 500 Est. Cost $41.59 Unrealized +6.8%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 136 Est. Cost $176.47 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $24 Shares 385 Est. Cost $50.36 Unrealized +7.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $160.96 Unrealized +10.8%
ARISTA NETWORKS INC 0.0%
Value ($000) $23 Shares 160 Est. Cost $164.06 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $23 Shares 92 Est. Cost $151.67 Unrealized +38.8%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $22 Shares 100 Est. Cost $138.94 Unrealized +41.3%
EFA ISHARES TR 0.0%
Value ($000) $21 Shares 265 Est. Cost $79.25 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $20 Shares 168 Est. Cost $102.41 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $18.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $19 Shares 43 Est. Cost $80.93 Unrealized +28.2%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 95 Est. Cost $178.95 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $18 Shares 37 Est. Cost $327.98 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $18 Shares 58 Est. Cost $241.38 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $14 Shares 150 Est. Cost $93.33 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $14 Shares 61 Est. Cost $153.40 Unrealized +38.5%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.00 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 120 Est. Cost $100.00 Unrealized
GLOB GLOBANT S A 0.0%
Value ($000) $13 Shares 42 Est. Cost $123.52 Unrealized +139.5%
NKE NIKE INC 0.0%
Value ($000) $13 Shares 77 Est. Cost $85.98 Unrealized +79.7%
SDY SPDR SER TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.00 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $50.97 Unrealized +8.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $12 Shares 64 Est. Cost $138.02 Unrealized +16.2%
CENT CENTRAL GARDEN & PET CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $23.29 Unrealized +72.5%
CME CME GROUP INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $163.58 Unrealized +13.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $11 Shares 72 Est. Cost $122.95 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $11 Shares 218 Est. Cost $44.97 Unrealized +2.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $11 Shares 39 Est. Cost $210.09 Unrealized +14.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $11 Shares 30 Est. Cost $312.14 Unrealized +10.2%
INTC INTEL CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $51.24 Unrealized -7.7%
VEEV VEEVA SYS INC 0.0%
Value ($000) $10 Shares 40 Est. Cost $146.59 Unrealized +98.3%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $97.16 Unrealized +36.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $10 Shares 88 Est. Cost $82.49 Unrealized +29.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 125 Est. Cost $72.00 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $9 Shares 14 Est. Cost $220.07 Unrealized +192.5%
FISV FISERV INC 0.0%
Value ($000) $9 Shares 84 Est. Cost $100.70 Unrealized +2.7%
SO SOUTHERN CO 0.0%
Value ($000) $9 Shares 132 Est. Cost $37.15 Unrealized +47.3%
ANSYS INC 0.0%
Value ($000) $8 Shares 19 Est. Cost $289.47 Unrealized
IS5EUR IRONSOURCE LTD 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $11.00 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $8 Shares 64 Est. Cost $129.23 Unrealized +9.5%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $73.51 Unrealized -17.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $260.88 Unrealized +77.9%
BIIB BIOGEN INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $344.30 Unrealized -25.3%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $7 Shares 381 Est. Cost $9.29 Unrealized +122.1%
IWD ISHARES TR 0.0%
Value ($000) $7 Shares 40 Est. Cost $150.00 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $7 Shares 57 Est. Cost $105.26 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $103.31 Unrealized +112.8%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $6 Shares 50 Est. Cost $83.32 Unrealized +15.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $128.83 Unrealized +8.3%
IWN ISHARES TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $5 Shares 15 Est. Cost $125.25 Unrealized +31.8%
LUCID GROUP INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
UNILEVER PLC 0.0%
Value ($000) $4 Shares 70 Est. Cost $57.14 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $259.62 Unrealized +12.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $4 Shares 50 Est. Cost $71.69 Unrealized -1.1%
IJH ISHARES TR 0.0%
Value ($000) $4 Shares 14 Est. Cost $188.78 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $3 Shares 26 Est. Cost $65.09 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $2 Shares 93 Est. Cost $14.76 Unrealized +52.2%
XPRESSPA GROUP INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $144.91 Unrealized +101.8%
IZRL ARK ETF TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.13 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.04 Unrealized -9.5%
CRON CRONOS GROUP INC 0.0%
Value ($000) $1 Shares 165 Est. Cost $17.73 Unrealized -71.8%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $168.96 Unrealized +39.7%
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
T AT&T INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $16.07 Unrealized -8.7%
BA BOEING CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $222.27 Unrealized -4.9%
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 45 Est. Cost $32.10 Unrealized