Virtue Capital Management, LLC Diversified Active

CIK: 0001729985 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 10, 2022

Total Value ($000): $636,092 (98.9% shares, 1.1% debt)

Holdings (277)

SHV ISHARES TRUST SHORT TREAS BD ETF 15.7%
Value ($000) $99,773 Shares 906,203 Est. Cost $110.12 Unrealized
MINT PIMCO ETF TRUST ENHAN SHRT MA AC ETF 14.2%
Value ($000) $90,527 Shares 913,404 Est. Cost $99.12 Unrealized
FLTR VANECK ETF TRUST VANECK INVESTMENT GRADE FLO 14.1%
Value ($000) $89,847 Shares 3,640,482 Est. Cost $24.68 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF 14.1%
Value ($000) $89,728 Shares 2,034,645 Est. Cost $44.10 Unrealized
AGG ISHARES TRUST CORE US AGGBD ET ETF 2.9%
Value ($000) $18,245 Shares 179,431 Est. Cost $113.76 Unrealized
VTIP VANGUARD STRM INFPROIDX ETF 2.1%
Value ($000) $13,651 Shares 272,364 Est. Cost $51.02 Unrealized
FXH FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF 1.8%
Value ($000) $11,438 Shares 110,924 Est. Cost $111.31 Unrealized
FXU FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 1.6%
Value ($000) $9,870 Shares 305,469 Est. Cost $32.31 Unrealized
FXG FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 1.5%
Value ($000) $9,750 Shares 158,865 Est. Cost $62.93 Unrealized
FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 1.5%
Value ($000) $9,585 Shares 649,371 Est. Cost $11.66 Unrealized
TLT ISHARES TRUST 20 YR TR BD ETF 1.4%
Value ($000) $8,653 Shares 75,330 Est. Cost $139.32 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $4,733 Shares 34,617 Est. Cost $111.70 Unrealized +33.1%
IEF ISHARES TRUST 7-10 YEAR TREASURY BOND ETF 0.7%
Value ($000) $4,210 Shares 41,157 Est. Cost $112.85 Unrealized
VPU VANGUARD UTILITIES ETF 0.6%
Value ($000) $4,050 Shares 26,580 Est. Cost $147.32 Unrealized
JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF 0.6%
Value ($000) $3,947 Shares 78,793 Est. Cost $50.32 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $3,837 Shares 14,941 Est. Cost $192.22 Unrealized +37.0%
IYW ISHARES TRUST U.S. TECH ETF 0.6%
Value ($000) $3,743 Shares 46,816 Est. Cost $96.95 Unrealized
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.5%
Value ($000) $3,392 Shares 47,000 Est. Cost $67.95 Unrealized
IYH ISHARES TRUST US HLTHCARE ETF 0.5%
Value ($000) $3,151 Shares 11,719 Est. Cost $268.88 Unrealized
FTCS FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF 0.5%
Value ($000) $3,037 Shares 43,433 Est. Cost $81.73 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 0.5%
Value ($000) $2,950 Shares 21,974 Est. Cost $123.94 Unrealized
VV VANGUARD LARGE CAP ETF 0.5%
Value ($000) $2,868 Shares 16,640 Est. Cost $213.64 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF 0.4%
Value ($000) $2,620 Shares 44,124 Est. Cost $59.61 Unrealized
ITOT ISHARES TRUST CORE S&P TTL STK ETF 0.4%
Value ($000) $2,591 Shares 30,924 Est. Cost $83.79 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.4%
Value ($000) $2,518 Shares 27,524 Est. Cost $91.43 Unrealized
DVY ISHARES TRUST SELECT DIVID ETF 0.4%
Value ($000) $2,482 Shares 21,093 Est. Cost $115.39 Unrealized
VO VANGUARD MID CAP ETF 0.4%
Value ($000) $2,460 Shares 12,487 Est. Cost $225.75 Unrealized
JMST JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF 0.4%
Value ($000) $2,270 Shares 44,825 Est. Cost $50.78 Unrealized
LQD ISHARES TRUST IBOXX INV CP ETF 0.3%
Value ($000) $2,145 Shares 19,494 Est. Cost $131.54 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.3%
Value ($000) $1,968 Shares 28,061 Est. Cost $65.11 Unrealized
FVD FIRST TST VALUE LI SHS ETF 0.3%
Value ($000) $1,818 Shares 46,846 Est. Cost $42.01 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF 0.3%
Value ($000) $1,793 Shares 37,132 Est. Cost $50.58 Unrealized
DBO INVESCO DB MULTI-SECTOR COMM T OIL FD ETF 0.3%
Value ($000) $1,757 Shares 96,324 Est. Cost $16.05 Unrealized
UCON FIRST TR EXCHANGE TRADED FD VI TCW UNCONSTRAI ETF 0.2%
Value ($000) $1,545 Shares 63,067 Est. Cost $24.50 Unrealized
VBR VANGUARD SM CP VAL ETF 0.2%
Value ($000) $1,542 Shares 10,293 Est. Cost $157.93 Unrealized
FUTY FIDELITY COVINGTON TRUST MSCI UTILS INDEX ETF 0.2%
Value ($000) $1,540 Shares 34,119 Est. Cost $45.14 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $1,517 Shares 14,281 Est. Cost $125.86 Unrealized -0.6%
PROSHARES TRUST SHORT S&P 500 NE ETF 0.2%
Value ($000) $1,504 Shares 91,137 Est. Cost $15.96 Unrealized
GOOGL ALPHABET INC COM CL A 0.2%
Value ($000) $1,480 Shares 679 Est. Cost $76.38 Unrealized +53.0%
FENY FIDELITY COVINGTON TRUST MSCI ENERGY IDX ETF 0.2%
Value ($000) $1,449 Shares 74,705 Est. Cost $20.90 Unrealized
DFAC DIMENSIONAL ETF TR US CORE EQUITY 2 ETF 0.2%
Value ($000) $1,438 Shares 61,697 Est. Cost $28.97 Unrealized
AWK AMER WATER WORKS CO INC COM 0.2%
Value ($000) $1,417 Shares 9,523 Est. Cost $144.30 Unrealized -2.3%
BCI ABERDEEN STANDARD INVESTS ETFS ABRDN BBRG ALL COMD K1 ETF 0.2%
Value ($000) $1,388 Shares 51,090 Est. Cost $27.17 Unrealized
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $1,367 Shares 9,508 Est. Cost $108.72 Unrealized +26.3%
DGRO ISHARES TRUST CORE DIV GRWTH ETF 0.2%
Value ($000) $1,268 Shares 26,608 Est. Cost $54.88 Unrealized
DRSK ETF SERIES SOLUTIONS APTUS DEFINED ETF 0.2%
Value ($000) $1,241 Shares 47,207 Est. Cost $28.66 Unrealized
DFEB FIRST TR EXCHANGE TRADED FD VI US EQUITY DEEP BUFFER ETF 0.2%
Value ($000) $1,153 Shares 34,736 Est. Cost $34.33 Unrealized
VTWG VANGUARD VNG RUS2000GRW ETF 0.2%
Value ($000) $1,148 Shares 7,653 Est. Cost $216.07 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTOR ETF 0.2%
Value ($000) $1,140 Shares 5,594 Est. Cost $212.09 Unrealized
SOXX ISHARES TRUST ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $1,110 Shares 3,174 Est. Cost $430.49 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.2%
Value ($000) $1,092 Shares 12,041 Est. Cost $100.95 Unrealized
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.2%
Value ($000) $1,080 Shares 37,439 Est. Cost $34.73 Unrealized
VTWV VANGUARD VNG RUS2000VAL ETF 0.2%
Value ($000) $1,079 Shares 9,057 Est. Cost $143.99 Unrealized
FTLS FIRST TRUST EXCHANGE-TRADED FU LNG/SHT EQUITY ETF 0.2%
Value ($000) $1,071 Shares 22,013 Est. Cost $52.15 Unrealized
VWOB VANGUARD EMERGING MKT GOVT BOND INDE 0.2%
Value ($000) $1,050 Shares 17,132 Est. Cost $74.25 Unrealized
FDL FIRST TST MORNINGS SHS ETF 0.2%
Value ($000) $1,048 Shares 29,766 Est. Cost $34.54 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY ETF 0.2%
Value ($000) $1,044 Shares 40,542 Est. Cost $24.73 Unrealized
MA MASTERCARD INCORPORATED COM CL A 0.2%
Value ($000) $1,042 Shares 3,302 Est. Cost $276.33 Unrealized +22.1%
PFE PFIZER INC COM 0.2%
Value ($000) $1,037 Shares 19,778 Est. Cost $29.45 Unrealized +42.6%
META META PLATFORMS INC COM CL A 0.2%
Value ($000) $1,018 Shares 6,313 Est. Cost $221.19 Unrealized -13.4%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $985 Shares 3,608 Est. Cost $224.10 Unrealized +40.0%
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 0.2%
Value ($000) $976 Shares 13,649 Est. Cost $68.29 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $960 Shares 18,915 Est. Cost $41.28 Unrealized -2.8%
FMB FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF 0.2%
Value ($000) $955 Shares 18,862 Est. Cost $56.79 Unrealized
IYE ISHARES TRUST U.S. ENERGY ETF 0.1%
Value ($000) $912 Shares 23,922 Est. Cost $35.91 Unrealized
FIW FIRST TRUST EXCHANGE TRADED FD WTR ETF 0.1%
Value ($000) $908 Shares 12,608 Est. Cost $94.78 Unrealized
WTRG ESSENTIAL UTILITIES INC COM 0.1%
Value ($000) $897 Shares 19,563 Est. Cost $46.55 Unrealized -0.2%
VCSH VANGUARD SHRT TRM CORP BD ETF 0.1%
Value ($000) $881 Shares 11,554 Est. Cost $82.16 Unrealized
VEU VANGUARD ALLWRLD EX US ETF 0.1%
Value ($000) $872 Shares 17,453 Est. Cost $58.00 Unrealized
VCIT VANGUARD INT-TERM CORP ETF 0.1%
Value ($000) $870 Shares 10,874 Est. Cost $93.82 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $870 Shares 4,900 Est. Cost $131.91 Unrealized +21.2%
FYX FIRST TRUST PORTFOLIOS SML CP CORE ALPHA COM SHS ETF 0.1%
Value ($000) $857 Shares 11,178 Est. Cost $97.07 Unrealized
GOOG ALPHABET INC COM CL C 0.1%
Value ($000) $853 Shares 390 Est. Cost $68.81 Unrealized +70.4%
HYLS FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETF 0.1%
Value ($000) $848 Shares 21,650 Est. Cost $43.53 Unrealized
FTGC FIRST TRUST EXCHANGE-TRADED FU FST TR GLB FD ETF 0.1%
Value ($000) $838 Shares 31,314 Est. Cost $24.15 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.1%
Value ($000) $831 Shares 14,896 Est. Cost $62.67 Unrealized
XOM EXXON MOBIL CORPORATION COM 0.1%
Value ($000) $810 Shares 9,461 Est. Cost $51.02 Unrealized +56.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $802 Shares 18,971 Est. Cost $21.73 Unrealized +62.2%
GLD SPDR GOLD TRUST GOLD SHS ETF 0.1%
Value ($000) $802 Shares 4,763 Est. Cost $165.19 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $791 Shares 4,017 Est. Cost $180.45 Unrealized +11.4%
VOOV VANGUARD 500 VAL IDX FD ETF 0.1%
Value ($000) $790 Shares 5,947 Est. Cost $145.54 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $790 Shares 1,539 Est. Cost $273.61 Unrealized +72.2%
TXN TEXAS INSTRUMENTS INC COM 0.1%
Value ($000) $785 Shares 5,111 Est. Cost $151.00 Unrealized -0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $765 Shares 1,408 Est. Cost $343.94 Unrealized +58.4%
SCO PROSHARES TRUST II ULTRASHORT BLOOMBERG CRUDE OIL 0.1%
Value ($000) $753 Shares 32,847 Est. Cost $22.92 Unrealized
FPE FIRST TRUST EXCHANGE-TRADED FU PFD SECS INC ETF 0.1%
Value ($000) $753 Shares 43,688 Est. Cost $20.51 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF 0.1%
Value ($000) $738 Shares 18,040 Est. Cost $47.15 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $726 Shares 415 Est. Cost $1821.09 Unrealized +15.3%
AMLP ALPS ETF TRUST ALERIAN MLP ETF 0.1%
Value ($000) $712 Shares 20,660 Est. Cost $38.03 Unrealized
FAAR FIRST TRUST EXCHANGE-TRADED FU ALT ABSLT STRG ETF 0.1%
Value ($000) $707 Shares 21,195 Est. Cost $31.42 Unrealized
VOOG VANGUARD 500 GRTH IDX F ETF 0.1%
Value ($000) $702 Shares 3,226 Est. Cost $277.59 Unrealized
UPS UNITED PARCEL SERVICE INC COM CL B 0.1%
Value ($000) $698 Shares 3,823 Est. Cost $89.15 Unrealized +72.0%
HD HOME DEPOT INC COM 0.1%
Value ($000) $670 Shares 2,443 Est. Cost $200.65 Unrealized +34.1%
SMMU PIMCO ETF TRUST SHTRM MUN BD ACT ETF 0.1%
Value ($000) $664 Shares 13,386 Est. Cost $49.60 Unrealized
FAUG FIRST TR EXCHANGE TRADED FD VI VEST US BUFFER ETF 0.1%
Value ($000) $654 Shares 18,945 Est. Cost $36.93 Unrealized
ITA ISHARES TRUST US AER DEF ETF 0.1%
Value ($000) $647 Shares 6,521 Est. Cost $99.22 Unrealized
STIP ISHARES TRUST 0-5 YR TIPS ETF 0.1%
Value ($000) $645 Shares 6,360 Est. Cost $105.74 Unrealized
JEPI JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $602 Shares 10,857 Est. Cost $59.92 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $596 Shares 3,158 Est. Cost $215.99 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $583 Shares 866 Est. Cost $128.31 Unrealized +112.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $583 Shares 7,567 Est. Cost $50.10 Unrealized +29.7%
COR AMERISOURCEBERGEN CORPORATION COM 0.1%
Value ($000) $583 Shares 4,122 Est. Cost $108.10 Unrealized +36.6%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $577 Shares 1,341 Est. Cost $327.24 Unrealized +21.6%
FIS FIDELITY NATIONAL INFORMATION COM 0.1%
Value ($000) $576 Shares 6,278 Est. Cost $113.27 Unrealized -20.1%
ORLY OREILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $569 Shares 900 Est. Cost $20.00 Unrealized +115.1%
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF 0.1%
Value ($000) $568 Shares 11,324 Est. Cost $60.77 Unrealized
FNOV FIRST TR EXCHANGE TRADED FD VI CBOE EQT BUFER ETF 0.1%
Value ($000) $556 Shares 16,349 Est. Cost $38.02 Unrealized
JPM JP MORGAN CHASE & CO COM 0.1%
Value ($000) $554 Shares 4,921 Est. Cost $98.78 Unrealized +14.4%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $544 Shares 3,590 Est. Cost $18.03 Unrealized +4.5%
AMCOR PLC COM 0.1%
Value ($000) $542 Shares 43,637 Est. Cost $8.29 Unrealized +28.1%
JPIE JP MORGAN ETF TRUST INCOME ETF 0.1%
Value ($000) $538 Shares 11,731 Est. Cost $45.86 Unrealized
IQV IQVIA HOLDINGS INC COM 0.1%
Value ($000) $527 Shares 2,428 Est. Cost $137.13 Unrealized +58.4%
VGT VANGUARD INF TECH ETF 0.1%
Value ($000) $527 Shares 1,613 Est. Cost $440.18 Unrealized
MCK MCKESSON CORPORATION COM 0.1%
Value ($000) $514 Shares 1,576 Est. Cost $182.46 Unrealized +72.1%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $512 Shares 1,062 Est. Cost $287.61 Unrealized +63.2%
HDV ISHARES TRUST CORE HIGH DV ETF 0.1%
Value ($000) $511 Shares 5,093 Est. Cost $100.33 Unrealized
MARB FIRST TRUST EXCHANGE TRADED FD MERGER ARBITRA ETF 0.1%
Value ($000) $509 Shares 25,638 Est. Cost $19.85 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $508 Shares 3,851 Est. Cost $147.20 Unrealized
FGD FIRST TRUST EXCH TRADED FUND 2 DJ GLBL DIVID ETF 0.1%
Value ($000) $500 Shares 23,007 Est. Cost $25.02 Unrealized
RTX RAYTHEON TECH CORP COM 0.1%
Value ($000) $500 Shares 5,199 Est. Cost $61.43 Unrealized +44.1%
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $496 Shares 11,189 Est. Cost $55.29 Unrealized
ACIO ETF SERIES SOLUTIONS APTUS COLLARED ETF 0.1%
Value ($000) $494 Shares 17,148 Est. Cost $31.60 Unrealized
T AT&T INC COM 0.1%
Value ($000) $478 Shares 22,828 Est. Cost $15.52 Unrealized +5.1%
BX BLACKSTONE INC COM 0.1%
Value ($000) $477 Shares 5,230 Est. Cost $108.13 Unrealized -11.1%
MBB ISHARES TRUST MBS ETF 0.1%
Value ($000) $472 Shares 4,844 Est. Cost $105.86 Unrealized
CWT CALIFORNIA WATER SERVICE GROUP COM 0.1%
Value ($000) $466 Shares 8,382 Est. Cost $52.14 Unrealized -5.2%
IYM ISHARES TRUST U.S. BAS MTL ETF 0.1%
Value ($000) $464 Shares 3,945 Est. Cost $117.62 Unrealized
DIS WALT DISNEY COMPANY (THE) COM 0.1%
Value ($000) $462 Shares 4,896 Est. Cost $113.52 Unrealized -4.5%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $461 Shares 4,335 Est. Cost $47.74 Unrealized +121.8%
AWR AMERICAN STATES WATER CO COM 0.1%
Value ($000) $453 Shares 5,558 Est. Cost $73.49 Unrealized +1.2%
HTO SJW GROUP COM 0.1%
Value ($000) $447 Shares 7,155 Est. Cost $66.27 Unrealized -6.7%
CMCSA COMCAST CORP COM CL A 0.1%
Value ($000) $440 Shares 11,218 Est. Cost $39.99 Unrealized -4.1%
WMT WALMART INC COM 0.1%
Value ($000) $429 Shares 3,529 Est. Cost $39.58 Unrealized +11.3%
OKE ONEOK INC COM 0.1%
Value ($000) $427 Shares 7,688 Est. Cost $22.62 Unrealized +136.2%
TERRAN ORBITAL CORPORATION COM 0.1%
Value ($000) $426 Shares 93,100 Est. Cost $4.58 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.1%
Value ($000) $423 Shares 1,508 Est. Cost $351.68 Unrealized
VOE VANGUARD MCAP VL IDXVIP ETF 0.1%
Value ($000) $415 Shares 3,202 Est. Cost $150.31 Unrealized
FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF 0.1%
Value ($000) $412 Shares 4,921 Est. Cost $102.82 Unrealized
DBMF LITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURES ST 0.1%
Value ($000) $410 Shares 12,666 Est. Cost $32.37 Unrealized
FTC FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF 0.1%
Value ($000) $409 Shares 4,637 Est. Cost $120.23 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $406 Shares 5,319 Est. Cost $73.89 Unrealized -4.8%
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.1%
Value ($000) $402 Shares 8,657 Est. Cost $49.49 Unrealized
CVS CVS HEALTH CORPORATION COM 0.1%
Value ($000) $396 Shares 4,274 Est. Cost $58.27 Unrealized +47.4%
CSCO CISCO SYSTEMS INC COM 0.1%
Value ($000) $394 Shares 9,244 Est. Cost $43.77 Unrealized -2.2%
SDVY FIRST TR EXCHANGE TRADED FD VI SMID RISNG ETF 0.1%
Value ($000) $389 Shares 16,272 Est. Cost $27.14 Unrealized
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.1%
Value ($000) $389 Shares 7,440 Est. Cost $62.77 Unrealized
VIG VANGUARD DIV APP ETF 0.1%
Value ($000) $388 Shares 2,705 Est. Cost $159.66 Unrealized
FBND FIDELITY COVINGTON TRUST TOTAL BD ETF 0.1%
Value ($000) $384 Shares 8,245 Est. Cost $53.01 Unrealized
MGV VANGUARD MEGA CAP VAL ETF 0.1%
Value ($000) $379 Shares 3,944 Est. Cost $106.74 Unrealized
VYMI VANGUARD INTL HIGH ETF 0.1%
Value ($000) $378 Shares 6,432 Est. Cost $67.14 Unrealized
IYZ ISHARES TRUST US TELECOM ETF 0.1%
Value ($000) $372 Shares 14,802 Est. Cost $25.13 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $369 Shares 3,734 Est. Cost $62.81 Unrealized +36.0%
KMX CARMAX INC COM 0.1%
Value ($000) $367 Shares 4,059 Est. Cost $87.54 Unrealized +7.4%
ADME ETF SERIES SOLUTIONS APTUS DRAWDOWN ETF 0.1%
Value ($000) $365 Shares 10,575 Est. Cost $41.73 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $364 Shares 1,080 Est. Cost $383.51 Unrealized -9.9%
KO COCA-COLA CO COM 0.1%
Value ($000) $361 Shares 5,746 Est. Cost $42.35 Unrealized +34.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $356 Shares 2,134 Est. Cost $118.82 Unrealized +26.1%
CMG CHIPOTLE MEXICAN GRILL COM 0.1%
Value ($000) $354 Shares 271 Est. Cost $30.11 Unrealized -7.5%
ADBE ADOBE INC COM 0.1%
Value ($000) $353 Shares 965 Est. Cost $400.06 Unrealized +1.7%
FUMB FIRST TRUST EXCHANGE TRADED FD ULTRA SHT DUR MU ETF 0.1%
Value ($000) $353 Shares 17,704 Est. Cost $19.94 Unrealized
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND ETF 0.1%
Value ($000) $353 Shares 2,205 Est. Cost $192.28 Unrealized
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $350 Shares 2,023 Est. Cost $162.66 Unrealized +11.9%
FLOT ISHARES TRUST FLTG RATE NT ETF 0.1%
Value ($000) $346 Shares 6,928 Est. Cost $49.94 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.1%
Value ($000) $341 Shares 4,168 Est. Cost $89.12 Unrealized
NEW YORK N Y CITY TRANSITIONAL FUTURE TAX SECD SUB B REV CLBL 0.1%
Value ($000) $340 Shares 310 Est. Cost $1267.74 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.1%
Value ($000) $340 Shares 1,517 Est. Cost $248.27 Unrealized -0.0%
QTEC FIRST TRUST PORTFOLIOS SHS ETF 0.1%
Value ($000) $338 Shares 2,955 Est. Cost $172.53 Unrealized
UDEC INNOVATOR ETFS TRUST INNOVATOR US EQUTY ULTRA BU 0.1%
Value ($000) $338 Shares 12,162 Est. Cost $29.60 Unrealized
COLORADO WTR RES & PWR DEV AUT BDS REV CLBL 0.1%
Value ($000) $336 Shares 300 Est. Cost $1120.00 Unrealized
MASSACHUSETTS ST TRANSN FD REV REF BDS REV CLBL 0.1%
Value ($000) $334 Shares 310 Est. Cost $1229.03 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $334 Shares 7,996 Est. Cost $29.14 Unrealized +31.9%
ARIZONA ST UNIV SYS BDS REV CLBL 0.1%
Value ($000) $334 Shares 300 Est. Cost $1113.33 Unrealized
LOS ANGELES CALIF DEPT WTR & P SYS BDS REV CLBL 0.1%
Value ($000) $334 Shares 300 Est. Cost $1113.33 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.1%
Value ($000) $329 Shares 2,333 Est. Cost $112.03 Unrealized +4.9%
NEW YORK N Y CITY MUN WTR FIN SECOND GENERAL RESOUL REV CLBL 0.1%
Value ($000) $326 Shares 300 Est. Cost $1243.33 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $323 Shares 673 Est. Cost $292.93 Unrealized +65.5%
MSCI MSCI INC COM 0.1%
Value ($000) $320 Shares 777 Est. Cost $408.08 Unrealized +2.4%
OHIO ST WTR DEV AUTH LN FD BDS REV CLBL 0.0%
Value ($000) $318 Shares 290 Est. Cost $1258.62 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $318 Shares 1,439 Est. Cost $134.92 Unrealized +58.2%
FBT FIRST TRUST EXCHANGE-TRADED FU NY ARCA BIOTECH ETF 0.0%
Value ($000) $318 Shares 2,349 Est. Cost $161.87 Unrealized
KATY TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS CLBL 0.0%
Value ($000) $317 Shares 290 Est. Cost $1224.14 Unrealized
CVX CHEVRON CORPORATION COM 0.0%
Value ($000) $315 Shares 2,173 Est. Cost $80.45 Unrealized +77.4%
SHOP SHOPIFY INC COM CL A 0.0%
Value ($000) $312 Shares 9,982 Est. Cost $53.13 Unrealized -19.6%
INVESCO EXCHANGE TRADED FUND T PURBTA FTSE EM ETF 0.0%
Value ($000) $305 Shares 13,275 Est. Cost $27.35 Unrealized
FIXD FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF 0.0%
Value ($000) $302 Shares 6,522 Est. Cost $53.56 Unrealized
LANSING MICH BRD WTR & LT UTIL BDS REV CLBL 0.0%
Value ($000) $301 Shares 280 Est. Cost $1164.29 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $297 Shares 1,228 Est. Cost $167.93 Unrealized +33.1%
TIP ISHARES TRUST TIPS BD ETF 0.0%
Value ($000) $295 Shares 2,586 Est. Cost $126.82 Unrealized
UNIVERSITY UTAH UNIV REVS GEN BDS REV CLBL 0.0%
Value ($000) $290 Shares 260 Est. Cost $1115.38 Unrealized
KNG FIRST TR EXCHANGE TRADED FD IV CBOE VEST S&P 500 DIV ARIST 0.0%
Value ($000) $289 Shares 5,894 Est. Cost $51.88 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.0%
Value ($000) $288 Shares 6,518 Est. Cost $81.54 Unrealized
SOUTH JERSEY INDUSTRIES INC COM 0.0%
Value ($000) $286 Shares 8,381 Est. Cost $26.13 Unrealized
VXUS VANGUARD STAR FD TL INTL STK F ETF 0.0%
Value ($000) $286 Shares 5,538 Est. Cost $64.96 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $285 Shares 2,231 Est. Cost $99.21 Unrealized +25.9%
WEST VA PKWYS AUTH TPK TOLL RE SR LIEN BDS REV CLBL 0.0%
Value ($000) $282 Shares 255 Est. Cost $1105.88 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $280 Shares 460 Est. Cost $672.77 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $280 Shares 4,533 Est. Cost $60.76 Unrealized -11.0%
DBC INVESCO DB COMMODTY INDX TRACK UNIT ETF 0.0%
Value ($000) $280 Shares 10,495 Est. Cost $20.20 Unrealized
SAN ANTONIO TEX WTR REV SYS JR LIEN REF BDS REV CLBL 0.0%
Value ($000) $280 Shares 250 Est. Cost $1120.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $280 Shares 566 Est. Cost $56.22 Unrealized +57.7%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ ETF 0.0%
Value ($000) $278 Shares 3,884 Est. Cost $80.79 Unrealized
HPQ HP INCORPORATION COM 0.0%
Value ($000) $276 Shares 8,435 Est. Cost $21.24 Unrealized +50.9%
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 0.0%
Value ($000) $274 Shares 3,307 Est. Cost $84.02 Unrealized
FEP FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF 0.0%
Value ($000) $272 Shares 8,694 Est. Cost $38.62 Unrealized
USFR WISDOMTREE US EFFICIENT CORE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $271 Shares 5,391 Est. Cost $50.27 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.0%
Value ($000) $271 Shares 1,062 Est. Cost $216.32 Unrealized +2.7%
FTHI FIRST TR EXCHANGE TRADED FD VI BUYWRIT INCM ETF 0.0%
Value ($000) $270 Shares 13,494 Est. Cost $21.53 Unrealized
IDUB ETF SERIES SOLUTIONS INTERNATIONAL DRAWDOWN MANA 0.0%
Value ($000) $268 Shares 13,371 Est. Cost $24.10 Unrealized
ACWV ISHARES INC MSCI GBL MIN VOL ETF 0.0%
Value ($000) $266 Shares 2,810 Est. Cost $108.20 Unrealized
BIO BIO RAD LABORATORIES INC COM CL A 0.0%
Value ($000) $263 Shares 532 Est. Cost $463.58 Unrealized +12.3%
INTU INTUIT INC COM 0.0%
Value ($000) $262 Shares 679 Est. Cost $269.27 Unrealized +50.2%
NEW YORK N Y CITY TRANSITIONAL BDS REV CLBL 0.0%
Value ($000) $262 Shares 245 Est. Cost $1228.57 Unrealized
DISTRICT COLUMBIA WTR & SWR AU SUB LIEN REF BDS REV CLBL 0.0%
Value ($000) $257 Shares 265 Est. Cost $969.81 Unrealized
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $256 Shares 2,849 Est. Cost $89.15 Unrealized +1.4%
RSPG INVESCO EXCHANGE TRADED FD TR S&P500 EQL ENR ETF 0.0%
Value ($000) $255 Shares 4,149 Est. Cost $61.46 Unrealized
SPEU SPDR INDEX SHARES FUNDS PORTFLO EURP ETF 0.0%
Value ($000) $253 Shares 7,713 Est. Cost $42.63 Unrealized
CI CIGNA CORPORATION COM 0.0%
Value ($000) $253 Shares 960 Est. Cost $241.40 Unrealized 0.0%
MASSACHUSETTS ST WTR RES AUTH GEN REV BDS CLBL 0.0%
Value ($000) $251 Shares 230 Est. Cost $1234.78 Unrealized
ICSH ISHARES TRUST BLACKROCK ULTRA SHT TRM BD 0.0%
Value ($000) $250 Shares 4,988 Est. Cost $50.12 Unrealized
GSY INVESCO ACTIVELY MANAGED EXCHA ULTRA SHRT DUR ETF 0.0%
Value ($000) $249 Shares 5,017 Est. Cost $49.83 Unrealized
HONOLULU HAWAII GO BDS CLBL 0.0%
Value ($000) $245 Shares 225 Est. Cost $1226.67 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $245 Shares 6,539 Est. Cost $50.45 Unrealized -19.5%
VOO VANGUARD S&P 500 ETF SHS 0.0%
Value ($000) $245 Shares 706 Est. Cost $317.07 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $243 Shares 510 Est. Cost $93.80 Unrealized +1.6%
DOW DOW INC COM 0.0%
Value ($000) $238 Shares 4,602 Est. Cost $46.59 Unrealized +11.2%
IJR ISHARES TRUST CORE S&P SCP ETF 0.0%
Value ($000) $234 Shares 2,532 Est. Cost $114.15 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $233 Shares 546 Est. Cost $426.74 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $233 Shares 5,580 Est. Cost $50.98 Unrealized -21.4%
ACN ACCENTURE PLC COM 0.0%
Value ($000) $230 Shares 828 Est. Cost $174.62 Unrealized +63.0%
QQQE DIREXION SHARES ETF TRUST NAS100 EQL WGT ETF 0.0%
Value ($000) $229 Shares 3,639 Est. Cost $81.64 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $227 Shares 1,604 Est. Cost $108.62 Unrealized +56.7%
SCHW SCHWAB (CHARLES) CORP COM 0.0%
Value ($000) $226 Shares 3,579 Est. Cost $65.53 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO COM USD0.001 CL A 0.0%
Value ($000) $225 Shares 2,560 Est. Cost $113.99 Unrealized
DENTON TEX CTFS OF OBLIG REV CLBL 0.0%
Value ($000) $224 Shares 225 Est. Cost $1062.22 Unrealized
EUDG WISDOMTREE TRUST EURO QTLY DIV GR ETF 0.0%
Value ($000) $223 Shares 8,498 Est. Cost $32.19 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $223 Shares 2,443 Est. Cost $65.79 Unrealized +20.4%
NFLX NETFLIX INC COM 0.0%
Value ($000) $222 Shares 1,271 Est. Cost $51.29 Unrealized -56.8%
SYK STRYKER CORP COM 0.0%
Value ($000) $222 Shares 1,114 Est. Cost $188.38 Unrealized +19.9%
DUK DUKE ENERGY CORP COM 0.0%
Value ($000) $222 Shares 2,072 Est. Cost $90.01 Unrealized +6.0%
SNOHOMISH CNTY WASH PUB UTIL D SYS BDS REV CLBL 0.0%
Value ($000) $221 Shares 200 Est. Cost $1105.00 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD V MNGD FUTRS STRGY ETF 0.0%
Value ($000) $219 Shares 4,255 Est. Cost $51.47 Unrealized
WASHINGTON ST VAR PURP GO BDS CLBL 0.0%
Value ($000) $218 Shares 195 Est. Cost $1117.95 Unrealized
DHR DANAHER CORP COM 0.0%
Value ($000) $216 Shares 852 Est. Cost $161.83 Unrealized +39.8%
OSCV ETF SERIES SOLUTIONS OPUS SMALL CAP VALUE ETF 0.0%
Value ($000) $215 Shares 7,465 Est. Cost $35.07 Unrealized
CNC CENTENE CORPORATION COM 0.0%
Value ($000) $213 Shares 2,512 Est. Cost $83.06 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $213 Shares 19,506 Est. Cost $10.82 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $212 Shares 20,233 Est. Cost $9.29 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC COM CL A 0.0%
Value ($000) $212 Shares 1,964 Est. Cost $105.46 Unrealized 0.0%
TARRANT REGL WTR DIST TEX WTR CONTRACT REV BDS CLBL 0.0%
Value ($000) $212 Shares 200 Est. Cost $1135.00 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $211 Shares 2,215 Est. Cost $75.21 Unrealized +37.6%
EQT EQT CORPORATION COM 0.0%
Value ($000) $211 Shares 6,142 Est. Cost $39.03 Unrealized 0.0%
MASSACHUSETTS BAY TRANSN AUTH SALES TAX REF BDS REV 0.0%
Value ($000) $211 Shares 175 Est. Cost $1417.14 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $211 Shares 1,587 Est. Cost $126.95 Unrealized 0.0%
WASHINGTON SUBN SAN DIST MD CONS PUB IMPT BDS REV CLBL 0.0%
Value ($000) $208 Shares 200 Est. Cost $1080.00 Unrealized
LABORATORY CORP AMER HLDGS COM 0.0%
Value ($000) $207 Shares 885 Est. Cost $233.90 Unrealized
NEW YORK ST DORM AUTH ST PERS GEN PURP BDS REV CLBL 0.0%
Value ($000) $207 Shares 195 Est. Cost $1230.77 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $206 Shares 687 Est. Cost $232.12 Unrealized +50.6%
SLQD ISHARES TRUST 0-5YR INVT GR CP ETF 0.0%
Value ($000) $206 Shares 4,259 Est. Cost $48.37 Unrealized
MICHIGAN ST TRUNK LINE FD BDS REV CLBL 0.0%
Value ($000) $206 Shares 210 Est. Cost $1166.67 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $205 Shares 437 Est. Cost $428.58 Unrealized 0.0%
NEW YORK N Y GO BDS CLBL 0.0%
Value ($000) $204 Shares 200 Est. Cost $1085.00 Unrealized
OGN ORGANON & CO COM 0.0%
Value ($000) $203 Shares 6,008 Est. Cost $29.51 Unrealized 0.0%
AR ANTERO RESOURCES CORPORATION COM 0.0%
Value ($000) $201 Shares 6,554 Est. Cost $36.58 Unrealized 0.0%
GRID FIRST TRUST EXCH TRADED FUND 2 NASDQ CLN EDGE ETF 0.0%
Value ($000) $200 Shares 2,578 Est. Cost $102.71 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $165 Shares 12,410 Est. Cost $13.63 Unrealized 0.0%
FDD FIRST TR DJ STOXX COMMON SHS ETF 0.0%
Value ($000) $152 Shares 13,938 Est. Cost $13.91 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $136 Shares 12,216 Est. Cost $7.05 Unrealized +49.6%
LYG LLOYDS BANKING GROUP ADR SPONSORED 0.0%
Value ($000) $92 Shares 45,255 Est. Cost $1.93 Unrealized
BNY MELLON STRATEGIC MUNI BD F COM 0.0%
Value ($000) $84 Shares 13,434 Est. Cost $6.25 Unrealized
CANOPY GROWTH CORPORATION COM 0.0%
Value ($000) $34 Shares 11,791 Est. Cost $2.88 Unrealized
GFAI GUARDFORCE AI CO LTD COM 0.0%
Value ($000) $18 Shares 40,000 Est. Cost $0.45 Unrealized
ENERGY 1 CORPORATION COM 0.0%
Value ($000) $3 Shares 857,180 Est. Cost $0.02 Unrealized
TOKIF OPTIMA MED INNOVATIONS CORP COM 0.0%
Value ($000) $3 Shares 310,320 Est. Cost $0.03 Unrealized
OZOP ENERGY SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.06 Unrealized
SLJB SULJA BROS BUILDI COM 0.0%
Value ($000) $0 Shares 98,000 Est. Cost $0.00 Unrealized 0.0%
SRGZ STAR GOLD CORPORATION COM 0.0%
Value ($000) $0 Shares 14,200 Est. Cost $0.02 Unrealized -1.9%
HCMC HEALTHIER CHOICES MGMT CORP COM 0.0%
Value ($000) $0 Shares 2,071,428 Est. Cost $0.00 Unrealized -74.0%