Trek Financial, LLC Diversified Active

CIK: 0001768195 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 10, 2022

Total Value ($000): $980,222 (100.0% shares, 0.0% debt)

Holdings (217)

VIG VANGUARD SPECIALIZED FUNDS 10.1%
Value ($000) $98,731 Shares 688,166 Est. Cost $150.52 Unrealized
BIL SPDR SER TR 9.7%
Value ($000) $95,457 Shares 1,043,358 Est. Cost $91.49 Unrealized
IJR ISHARES TR 9.1%
Value ($000) $89,320 Shares 966,559 Est. Cost $105.56 Unrealized
IEFA ISHARES TR 6.7%
Value ($000) $65,499 Shares 1,112,979 Est. Cost $58.95 Unrealized
MINT PIMCO ETF TR 5.2%
Value ($000) $50,772 Shares 512,281 Est. Cost $100.82 Unrealized
SPY SPDR S&P 500 ETF TR 5.0%
Value ($000) $49,315 Shares 130,724 Est. Cost $389.70 Unrealized
SHY ISHARES TR 3.9%
Value ($000) $38,325 Shares 462,918 Est. Cost $83.21 Unrealized
JNK SPDR SER TR 2.9%
Value ($000) $28,680 Shares 316,175 Est. Cost $91.45 Unrealized
LQD ISHARES TR 2.5%
Value ($000) $24,804 Shares 225,428 Est. Cost $128.52 Unrealized
XLK SELECT SECTOR SPDR TR 1.7%
Value ($000) $16,804 Shares 132,191 Est. Cost $107.73 Unrealized
IVV ISHARES TR 1.6%
Value ($000) $15,231 Shares 40,172 Est. Cost $353.86 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $14,893 Shares 108,932 Est. Cost $120.07 Unrealized +23.8%
DRIP DIREXION SHS ETF TR 1.5%
Value ($000) $14,568 Shares 589,568 Est. Cost $24.71 Unrealized
ZIG ETF SER SOLUTIONS 1.4%
Value ($000) $14,061 Shares 572,941 Est. Cost $28.24 Unrealized
PROSHARES TR 1.4%
Value ($000) $13,853 Shares 529,557 Est. Cost $20.02 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.3%
Value ($000) $12,403 Shares 250,368 Est. Cost $55.32 Unrealized
EMB ISHARES TR 1.2%
Value ($000) $12,209 Shares 143,101 Est. Cost $88.28 Unrealized
XLV SELECT SECTOR SPDR TR 1.1%
Value ($000) $11,272 Shares 87,896 Est. Cost $125.02 Unrealized
ESGU ISHARES TR 1.0%
Value ($000) $9,566 Shares 114,015 Est. Cost $78.54 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $9,366 Shares 36,467 Est. Cost $245.70 Unrealized +7.2%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $9,145 Shares 32,629 Est. Cost $324.65 Unrealized
IAU ISHARES GOLD TR 0.9%
Value ($000) $8,928 Shares 260,219 Est. Cost $36.83 Unrealized
PROSHARES TR II 0.9%
Value ($000) $8,906 Shares 612,962 Est. Cost $14.53 Unrealized
PROSHARES TR 0.9%
Value ($000) $8,728 Shares 606,114 Est. Cost $14.35 Unrealized
TTT PROSHARES TR 0.8%
Value ($000) $8,306 Shares 143,854 Est. Cost $57.74 Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $7,321 Shares 83,818 Est. Cost $85.13 Unrealized
UJUN INNOVATOR ETFS TR 0.7%
Value ($000) $7,280 Shares 273,797 Est. Cost $26.59 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.6%
Value ($000) $6,023 Shares 215,426 Est. Cost $26.24 Unrealized
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $5,873 Shares 81,367 Est. Cost $69.30 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $5,804 Shares 21,259 Est. Cost $314.34 Unrealized -0.2%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $5,552 Shares 176,549 Est. Cost $29.97 Unrealized
EFV ISHARES TR 0.6%
Value ($000) $5,465 Shares 125,917 Est. Cost $50.39 Unrealized
IUSB ISHARES TR 0.5%
Value ($000) $5,391 Shares 115,143 Est. Cost $52.68 Unrealized
SANDERSON FARMS INC 0.5%
Value ($000) $5,162 Shares 23,950 Est. Cost $215.53 Unrealized
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,020 Shares 92,508 Est. Cost $54.29 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $4,800 Shares 53,442 Est. Cost $82.57 Unrealized +8.9%
CRESCENT PT ENERGY CORP 0.5%
Value ($000) $4,540 Shares 637,628 Est. Cost $7.22 Unrealized
ETF MANAGERS TR 0.4%
Value ($000) $4,360 Shares 175,233 Est. Cost $24.88 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $4,276 Shares 1,955 Est. Cost $133.79 Unrealized -12.3%
AMZN AMAZON COM INC 0.4%
Value ($000) $4,174 Shares 39,303 Est. Cost $126.32 Unrealized -0.9%
OXY OCCIDENTAL PETE CORP 0.4%
Value ($000) $4,102 Shares 69,663 Est. Cost $58.13 Unrealized 0.0%
TLH ISHARES TR 0.4%
Value ($000) $3,890 Shares 32,372 Est. Cost $133.35 Unrealized
XOP SPDR SER TR 0.4%
Value ($000) $3,870 Shares 32,389 Est. Cost $119.49 Unrealized
CWH CAMPING WORLD HLDGS INC 0.4%
Value ($000) $3,558 Shares 164,819 Est. Cost $25.17 Unrealized -12.5%
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,509 Shares 25,526 Est. Cost $166.25 Unrealized
DIREXION SHS ETF TR 0.3%
Value ($000) $3,399 Shares 51,398 Est. Cost $66.13 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $3,368 Shares 140,932 Est. Cost $26.19 Unrealized
SWEDISH EXPT CR CORP 0.3%
Value ($000) $3,241 Shares 346,955 Est. Cost $9.34 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,162 Shares 44,215 Est. Cost $50.83 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $3,132 Shares 18,591 Est. Cost $174.70 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $3,118 Shares 19,334 Est. Cost $232.33 Unrealized -17.5%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $3,095 Shares 126,990 Est. Cost $24.50 Unrealized
BTU PEABODY ENGR CORP 0.3%
Value ($000) $3,052 Shares 143,065 Est. Cost $23.60 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,951 Shares 40,097 Est. Cost $82.11 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,886 Shares 41,149 Est. Cost $66.27 Unrealized
CCJ CAMECO CORP 0.3%
Value ($000) $2,771 Shares 131,823 Est. Cost $23.23 Unrealized +7.5%
TLT ISHARES TR 0.3%
Value ($000) $2,754 Shares 23,975 Est. Cost $146.88 Unrealized
URNM SPROTT FDS TR 0.3%
Value ($000) $2,725 Shares 47,697 Est. Cost $57.13 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,696 Shares 38,602 Est. Cost $130.53 Unrealized -33.7%
TIP ISHARES TR 0.3%
Value ($000) $2,676 Shares 23,496 Est. Cost $124.98 Unrealized
SD SANDRIDGE ENERGY INC 0.3%
Value ($000) $2,598 Shares 165,802 Est. Cost $13.68 Unrealized +46.5%
ROKU ROKU INC 0.3%
Value ($000) $2,541 Shares 30,940 Est. Cost $96.89 Unrealized 0.0%
NXE NEXGEN ENERGY LTD 0.3%
Value ($000) $2,475 Shares 689,430 Est. Cost $4.78 Unrealized -0.8%
XLRE SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,462 Shares 60,248 Est. Cost $41.24 Unrealized
EEMV ISHARES INC 0.2%
Value ($000) $2,348 Shares 42,355 Est. Cost $55.44 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $2,251 Shares 27,972 Est. Cost $93.56 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $2,143 Shares 38,730 Est. Cost $43.07 Unrealized +26.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,096 Shares 962 Est. Cost $85.31 Unrealized +37.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,898 Shares 9,038 Est. Cost $199.14 Unrealized +1.7%
HDV ISHARES TR 0.2%
Value ($000) $1,885 Shares 18,765 Est. Cost $100.45 Unrealized
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $1,831 Shares 27,577 Est. Cost $74.12 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $1,819 Shares 18,663 Est. Cost $107.18 Unrealized
SMR NUSCALE PWR CORP 0.2%
Value ($000) $1,805 Shares 180,657 Est. Cost $10.11 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $1,784 Shares 535,823 Est. Cost $3.93 Unrealized +3.1%
GBCI GLACIER BANCORP INC NEW 0.2%
Value ($000) $1,653 Shares 34,869 Est. Cost $32.34 Unrealized +29.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,627 Shares 38,150 Est. Cost $47.45 Unrealized -9.8%
VAL VALARIS LIMITED 0.2%
Value ($000) $1,623 Shares 38,424 Est. Cost $47.84 Unrealized +12.5%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,533 Shares 13,464 Est. Cost $112.87 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,517 Shares 3,165 Est. Cost $333.47 Unrealized +45.4%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $1,389 Shares 10,444 Est. Cost $121.52 Unrealized +12.1%
IJS ISHARES TR 0.1%
Value ($000) $1,381 Shares 15,508 Est. Cost $89.05 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $1,264 Shares 2,601 Est. Cost $55.08 Unrealized -4.9%
IWV ISHARES TR 0.1%
Value ($000) $1,261 Shares 5,799 Est. Cost $256.76 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $1,229 Shares 24,618 Est. Cost $50.53 Unrealized
KWEB KRANESHARES TR 0.1%
Value ($000) $1,164 Shares 35,541 Est. Cost $32.75 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,068 Shares 20,363 Est. Cost $36.85 Unrealized +14.0%
KBA KRANESHARES TR 0.1%
Value ($000) $1,056 Shares 27,197 Est. Cost $38.83 Unrealized
EQT EQT CORP 0.1%
Value ($000) $1,049 Shares 30,504 Est. Cost $22.99 Unrealized +69.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,038 Shares 5,848 Est. Cost $141.70 Unrealized +12.9%
IYE ISHARES TR 0.1%
Value ($000) $1,032 Shares 27,085 Est. Cost $27.20 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $997 Shares 14,197 Est. Cost $80.21 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $972 Shares 1,444 Est. Cost $163.00 Unrealized +67.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $951 Shares 18,737 Est. Cost $41.70 Unrealized -3.8%
IEMG ISHARES INC 0.1%
Value ($000) $920 Shares 18,749 Est. Cost $50.10 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $917 Shares 4,860 Est. Cost $197.83 Unrealized
IFRA ISHARES TR 0.1%
Value ($000) $874 Shares 25,669 Est. Cost $34.05 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $835 Shares 5,453 Est. Cost $95.42 Unrealized +40.5%
ESGE ISHARES INC 0.1%
Value ($000) $831 Shares 25,726 Est. Cost $33.35 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $812 Shares 3,641 Est. Cost $173.64 Unrealized
PMAY INNOVATOR ETFS TR 0.1%
Value ($000) $769 Shares 28,163 Est. Cost $27.31 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $768 Shares 8,139 Est. Cost $119.51 Unrealized -9.3%
NEWAGE INC 0.1%
Value ($000) $767 Shares 3,424,791 Est. Cost $0.45 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $764 Shares 2,309 Est. Cost $322.06 Unrealized -1.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $763 Shares 1,774 Est. Cost $314.82 Unrealized +26.4%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $759 Shares 6,532 Est. Cost $81.24 Unrealized +27.2%
ICVT ISHARES TR 0.1%
Value ($000) $748 Shares 10,781 Est. Cost $73.87 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $742 Shares 2,352 Est. Cost $340.32 Unrealized -0.9%
FALN ISHARES TR 0.1%
Value ($000) $736 Shares 29,885 Est. Cost $29.60 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $736 Shares 11,905 Est. Cost $58.09 Unrealized -6.9%
COMT ISHARES U S ETF TR 0.1%
Value ($000) $704 Shares 17,205 Est. Cost $34.83 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $701 Shares 11,007 Est. Cost $44.93 Unrealized
ALLEGHANY CORP MD 0.1%
Value ($000) $681 Shares 817 Est. Cost $833.54 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $667 Shares 6,754 Est. Cost $71.06 Unrealized +20.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $657 Shares 15,542 Est. Cost $27.45 Unrealized +28.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $657 Shares 3,601 Est. Cost $145.72 Unrealized +5.2%
SHEN SHENANDOAH TELECOMMUNICATION 0.1%
Value ($000) $638 Shares 28,760 Est. Cost $38.05 Unrealized -40.6%
AZO AUTOZONE INC 0.1%
Value ($000) $636 Shares 296 Est. Cost $2056.62 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $632 Shares 4,754 Est. Cost $111.16 Unrealized +8.2%
WRB BERKLEY W R CORP 0.1%
Value ($000) $627 Shares 9,182 Est. Cost $41.54 Unrealized 0.0%
MUSA MURPHY USA INC 0.1%
Value ($000) $621 Shares 2,666 Est. Cost $231.74 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $620 Shares 2,260 Est. Cost $221.97 Unrealized +21.2%
JIG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $613 Shares 11,876 Est. Cost $59.14 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.1%
Value ($000) $605 Shares 5,779 Est. Cost $107.21 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $593 Shares 9,066 Est. Cost $65.15 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $589 Shares 35,160 Est. Cost $10.12 Unrealized +51.3%
T AT&T INC 0.1%
Value ($000) $585 Shares 27,906 Est. Cost $16.30 Unrealized 0.0%
PSN PARSONS CORP DEL 0.1%
Value ($000) $585 Shares 14,484 Est. Cost $38.32 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $577 Shares 2,606 Est. Cost $213.45 Unrealized 0.0%
PUI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $575 Shares 16,715 Est. Cost $28.99 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $557 Shares 2,567 Est. Cost $215.21 Unrealized +0.9%
ALTISOURCE PORTFOLIO SOLNS S 0.1%
Value ($000) $553 Shares 51,485 Est. Cost $10.74 Unrealized
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $552 Shares 4,941 Est. Cost $138.68 Unrealized -9.6%
UNP UNION PAC CORP 0.1%
Value ($000) $550 Shares 2,579 Est. Cost $199.17 Unrealized +4.8%
PEP PEPSICO INC 0.1%
Value ($000) $524 Shares 3,142 Est. Cost $130.29 Unrealized +15.0%
PJUN INNOVATOR ETFS TR 0.1%
Value ($000) $515 Shares 17,697 Est. Cost $31.02 Unrealized
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $507 Shares 82,657 Est. Cost $6.13 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $502 Shares 3,494 Est. Cost $113.03 Unrealized +21.5%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $482 Shares 6,724 Est. Cost $69.71 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $482 Shares 5,900 Est. Cost $110.06 Unrealized
PAPR INNOVATOR ETFS TR 0.0%
Value ($000) $479 Shares 17,721 Est. Cost $28.20 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $464 Shares 6,068 Est. Cost $94.09 Unrealized -0.5%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $459 Shares 17,431 Est. Cost $20.14 Unrealized +10.3%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $458 Shares 42,009 Est. Cost $10.82 Unrealized 0.0%
UHAL AMERCO 0.0%
Value ($000) $446 Shares 933 Est. Cost $58.20 Unrealized -11.2%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $444 Shares 2,913 Est. Cost $131.48 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $443 Shares 2,894 Est. Cost $149.45 Unrealized -1.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $423 Shares 22,688 Est. Cost $21.63 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $422 Shares 6,030 Est. Cost $57.60 Unrealized
V VISA INC 0.0%
Value ($000) $419 Shares 2,126 Est. Cost $195.12 Unrealized +3.0%
HSY HERSHEY CO 0.0%
Value ($000) $404 Shares 1,877 Est. Cost $152.93 Unrealized +29.9%
PFEB INNOVATOR ETFS TR 0.0%
Value ($000) $395 Shares 14,640 Est. Cost $25.59 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $390 Shares 6,732 Est. Cost $71.84 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $383 Shares 745 Est. Cost $305.75 Unrealized +54.1%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $382 Shares 38,323 Est. Cost $10.26 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $381 Shares 7,740 Est. Cost $49.22 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $377 Shares 2,606 Est. Cost $83.45 Unrealized +71.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $375 Shares 2,650 Est. Cost $104.81 Unrealized +40.9%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $373 Shares 3,311 Est. Cost $99.47 Unrealized +13.6%
PNOV INNOVATOR ETFS TR 0.0%
Value ($000) $372 Shares 13,143 Est. Cost $30.15 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $371 Shares 1,503 Est. Cost $174.28 Unrealized +29.9%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $360 Shares 3,923 Est. Cost $98.21 Unrealized -7.8%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $358 Shares 7,494 Est. Cost $48.85 Unrealized
SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $343 Shares 17,124 Est. Cost $20.83 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $342 Shares 709 Est. Cost $335.38 Unrealized +40.0%
KMX CARMAX INC 0.0%
Value ($000) $339 Shares 3,743 Est. Cost $124.77 Unrealized -24.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $336 Shares 8,041 Est. Cost $30.95 Unrealized +24.2%
FTSD FRANKLIN ETF TR 0.0%
Value ($000) $334 Shares 3,659 Est. Cost $94.42 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $329 Shares 3,553 Est. Cost $85.91 Unrealized 0.0%
IXN ISHARES TR 0.0%
Value ($000) $328 Shares 7,167 Est. Cost $63.42 Unrealized
TAIL CAMBRIA ETF TR 0.0%
Value ($000) $320 Shares 18,224 Est. Cost $17.56 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $319 Shares 5,419 Est. Cost $61.24 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $315 Shares 180 Est. Cost $2226.45 Unrealized -5.7%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $310 Shares 17,314 Est. Cost $11.31 Unrealized +22.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $308 Shares 3,600 Est. Cost $67.89 Unrealized +17.2%
AMGN AMGEN INC 0.0%
Value ($000) $303 Shares 1,244 Est. Cost $171.35 Unrealized +27.6%
IXUS ISHARES TR 0.0%
Value ($000) $302 Shares 5,288 Est. Cost $72.86 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $286 Shares 5,686 Est. Cost $50.30 Unrealized
CDC VICTORY PORTFOLIOS II 0.0%
Value ($000) $284 Shares 4,298 Est. Cost $69.82 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $274 Shares 3,000 Est. Cost $66.51 Unrealized +19.1%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $268 Shares 8,602 Est. Cost $40.82 Unrealized -19.8%
MPLX MPLX LP 0.0%
Value ($000) $264 Shares 9,047 Est. Cost $32.15 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $260 Shares 6,381 Est. Cost $39.07 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $251 Shares 10,318 Est. Cost $25.02 Unrealized
WMT WALMART INC 0.0%
Value ($000) $249 Shares 2,050 Est. Cost $44.03 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $247 Shares 1,875 Est. Cost $100.53 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $245 Shares 1,484 Est. Cost $199.70 Unrealized -12.6%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $243 Shares 5,834 Est. Cost $46.12 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $234 Shares 6,261 Est. Cost $52.68 Unrealized -22.9%
EBAY EBAY INC. 0.0%
Value ($000) $233 Shares 5,593 Est. Cost $57.93 Unrealized -21.6%
LLY LILLY ELI & CO 0.0%
Value ($000) $230 Shares 710 Est. Cost $210.21 Unrealized +38.4%
KO COCA COLA CO 0.0%
Value ($000) $229 Shares 3,642 Est. Cost $54.06 Unrealized +5.0%
FCVT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $228 Shares 7,227 Est. Cost $37.92 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $228 Shares 5,634 Est. Cost $40.47 Unrealized
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $223 Shares 8,966 Est. Cost $29.79 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $222 Shares 7,402 Est. Cost $33.61 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $221 Shares 1,621 Est. Cost $110.17 Unrealized +44.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $220 Shares 2,914 Est. Cost $61.84 Unrealized 0.0%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $214 Shares 10,087 Est. Cost $21.30 Unrealized
RIOT RIOT BLOCKCHAIN INC 0.0%
Value ($000) $213 Shares 50,846 Est. Cost $14.79 Unrealized -37.2%
PROSHARES TR 0.0%
Value ($000) $209 Shares 12,641 Est. Cost $16.53 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $207 Shares 2,691 Est. Cost $82.25 Unrealized
UJAN INNOVATOR ETFS TR 0.0%
Value ($000) $206 Shares 7,065 Est. Cost $30.94 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $206 Shares 3,908 Est. Cost $60.61 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $204 Shares 3,959 Est. Cost $51.53 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $203 Shares 2,000 Est. Cost $93.12 Unrealized
HAWAIIAN HOLDINGS INC 0.0%
Value ($000) $175 Shares 12,240 Est. Cost $13.19 Unrealized
GABELLI UTIL TR 0.0%
Value ($000) $146 Shares 21,461 Est. Cost $7.20 Unrealized
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $115 Shares 12,633 Est. Cost $9.35 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $109 Shares 19,275 Est. Cost $10.06 Unrealized
SFL SFL CORPORATION LTD 0.0%
Value ($000) $101 Shares 10,610 Est. Cost $10.41 Unrealized 0.0%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $99 Shares 27,450 Est. Cost $11.63 Unrealized -51.0%
BLACKROCK INCOME TR INC 0.0%
Value ($000) $96 Shares 21,148 Est. Cost $6.14 Unrealized
FRANKLIN UNVL TR 0.0%
Value ($000) $83 Shares 11,173 Est. Cost $6.65 Unrealized
VAPOTHERM INC 0.0%
Value ($000) $69 Shares 27,284 Est. Cost $2.53 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $63 Shares 10,885 Est. Cost $5.79 Unrealized
EMX EMX RTY CORP 0.0%
Value ($000) $37 Shares 20,000 Est. Cost $1.65 Unrealized
CBAT CBAK ENERGY TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 14,964 Est. Cost $1.24 Unrealized -7.0%