Gladstone Institutional Advisory LLC Diversified Active

CIK: 0001766530 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $387,567 (100.0% shares, 0.0% debt)

Holdings (268)

FTSM FIRST TR EXCHANGE-TRADED FD 8.0%
Value ($000) $30,870 Shares 522,950 Est. Cost $59.97 Unrealized
SCHF SCHWAB STRATEGIC TR 4.6%
Value ($000) $17,959 Shares 695,000 Est. Cost $30.03 Unrealized
SCHG SCHWAB STRATEGIC TR 3.6%
Value ($000) $14,033 Shares 176,179 Est. Cost $79.93 Unrealized
SCHV SCHWAB STRATEGIC TR 3.1%
Value ($000) $12,083 Shares 272,944 Est. Cost $52.43 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 2.3%
Value ($000) $9,106 Shares 318,519 Est. Cost $28.87 Unrealized
LDSF FIRST TR EXCHNG TRADED FD VI 2.2%
Value ($000) $8,551 Shares 435,838 Est. Cost $19.62 Unrealized
IVV ISHARES TR 2.1%
Value ($000) $8,314 Shares 32,176 Est. Cost $251.62 Unrealized
ITOT ISHARES TR 2.1%
Value ($000) $8,190 Shares 143,169 Est. Cost $63.31 Unrealized
USMV ISHARES TR 2.1%
Value ($000) $7,971 Shares 147,574 Est. Cost $54.98 Unrealized
IVW ISHARES TR 1.9%
Value ($000) $7,509 Shares 45,494 Est. Cost $177.19 Unrealized
VTI VANGUARD INDEX FDS 1.9%
Value ($000) $7,418 Shares 57,544 Est. Cost $132.11 Unrealized
IJH ISHARES TR 1.8%
Value ($000) $7,076 Shares 49,182 Est. Cost $187.01 Unrealized
AGG ISHARES TR 1.7%
Value ($000) $6,697 Shares 58,050 Est. Cost $110.30 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $6,126 Shares 23,766 Est. Cost $276.35 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 1.6%
Value ($000) $6,062 Shares 164,731 Est. Cost $44.93 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $5,573 Shares 21,919 Est. Cost $51.73 Unrealized +37.4%
MDYG SPDR SER TR 1.4%
Value ($000) $5,390 Shares 125,864 Est. Cost $50.58 Unrealized
IVE ISHARES TR 1.3%
Value ($000) $5,104 Shares 53,032 Est. Cost $114.56 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $4,840 Shares 2,482 Est. Cost $87.66 Unrealized +10.4%
MDYV SPDR SER TR 1.1%
Value ($000) $4,450 Shares 126,218 Est. Cost $46.53 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.1%
Value ($000) $4,434 Shares 81,998 Est. Cost $55.10 Unrealized
IEMG ISHARES INC 1.1%
Value ($000) $4,357 Shares 107,680 Est. Cost $49.79 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $4,223 Shares 17,834 Est. Cost $236.99 Unrealized
IEFA ISHARES TR 1.1%
Value ($000) $4,186 Shares 83,903 Est. Cost $60.30 Unrealized
SCHE SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,997 Shares 193,164 Est. Cost $24.69 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,778 Shares 23,956 Est. Cost $130.92 Unrealized +19.4%
SCHH SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,764 Shares 114,955 Est. Cost $41.59 Unrealized
FTC FIRST TR LARGE CAP GROWTH A 0.8%
Value ($000) $3,282 Shares 54,780 Est. Cost $67.74 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.8%
Value ($000) $3,065 Shares 110,747 Est. Cost $30.53 Unrealized
IEI ISHARES TR 0.7%
Value ($000) $2,768 Shares 20,755 Est. Cost $133.37 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.7%
Value ($000) $2,742 Shares 55,864 Est. Cost $50.38 Unrealized
SLYV SPDR SER TR 0.7%
Value ($000) $2,740 Shares 67,050 Est. Cost $55.71 Unrealized
SLYG SPDR SER TR 0.7%
Value ($000) $2,694 Shares 58,334 Est. Cost $55.78 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.7%
Value ($000) $2,636 Shares 71,335 Est. Cost $37.68 Unrealized
BND VANGUARD BD INDEX FDS 0.7%
Value ($000) $2,627 Shares 30,783 Est. Cost $83.02 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,539 Shares 20,519 Est. Cost $134.15 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.6%
Value ($000) $2,446 Shares 46,870 Est. Cost $51.55 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $2,328 Shares 14,856 Est. Cost $134.32 Unrealized
SCHO SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,326 Shares 44,962 Est. Cost $50.19 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $2,290 Shares 41,095 Est. Cost $37.76 Unrealized +28.6%
MTUM ISHARES TR 0.6%
Value ($000) $2,268 Shares 21,297 Est. Cost $102.24 Unrealized
VXUS VANGUARD STAR FDS 0.6%
Value ($000) $2,248 Shares 53,577 Est. Cost $42.77 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,247 Shares 53,772 Est. Cost $43.60 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,076 Shares 49,445 Est. Cost $43.98 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,039 Shares 23,407 Est. Cost $89.21 Unrealized
GLD SPDR GOLD TRUST 0.5%
Value ($000) $1,958 Shares 13,224 Est. Cost $133.12 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $1,949 Shares 12,941 Est. Cost $148.29 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.5%
Value ($000) $1,880 Shares 39,466 Est. Cost $55.56 Unrealized
FEM FIRST TR EXCHANGE TRADED ALP 0.5%
Value ($000) $1,790 Shares 101,742 Est. Cost $24.86 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,768 Shares 20,320 Est. Cost $87.01 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.4%
Value ($000) $1,720 Shares 77,016 Est. Cost $22.33 Unrealized
IGIB ISHARES TR 0.4%
Value ($000) $1,681 Shares 30,605 Est. Cost $54.60 Unrealized
V VISA INC 0.4%
Value ($000) $1,679 Shares 10,422 Est. Cost $155.16 Unrealized +16.5%
QUAL ISHARES TR 0.4%
Value ($000) $1,677 Shares 20,698 Est. Cost $90.32 Unrealized
IUSG ISHARES TR 0.4%
Value ($000) $1,631 Shares 28,576 Est. Cost $62.48 Unrealized
SPMB SPDR SER TR 0.4%
Value ($000) $1,594 Shares 59,722 Est. Cost $26.69 Unrealized
JMBS JANUS DETROIT STR TR 0.4%
Value ($000) $1,548 Shares 29,744 Est. Cost $52.07 Unrealized
FBND FIDELITY 0.4%
Value ($000) $1,532 Shares 29,611 Est. Cost $51.16 Unrealized
FDVV FIDELITY COVINGTON TR 0.4%
Value ($000) $1,508 Shares 65,831 Est. Cost $30.01 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,489 Shares 39,234 Est. Cost $53.96 Unrealized -22.0%
IUSB ISHARES TR 0.4%
Value ($000) $1,417 Shares 26,987 Est. Cost $52.51 Unrealized
GGG GRACO INC 0.4%
Value ($000) $1,409 Shares 28,922 Est. Cost $41.50 Unrealized +14.7%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,395 Shares 1,200 Est. Cost $59.00 Unrealized +14.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,387 Shares 10,579 Est. Cost $115.16 Unrealized +4.3%
JPST J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $1,356 Shares 27,305 Est. Cost $50.39 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,354 Shares 7,114 Est. Cost $180.09 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,347 Shares 25,055 Est. Cost $39.42 Unrealized +4.0%
META FACEBOOK INC 0.3%
Value ($000) $1,328 Shares 7,960 Est. Cost $165.50 Unrealized +17.5%
PSX PHILLIPS 66 0.3%
Value ($000) $1,288 Shares 24,008 Est. Cost $77.27 Unrealized -17.4%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,200 Shares 12,425 Est. Cost $124.27 Unrealized -0.6%
IWM ISHARES TR 0.3%
Value ($000) $1,194 Shares 10,432 Est. Cost $144.98 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,191 Shares 12,888 Est. Cost $103.14 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $1,188 Shares 24,517 Est. Cost $50.09 Unrealized
MRK MERCK & CO. INC 0.3%
Value ($000) $1,173 Shares 15,236 Est. Cost $63.10 Unrealized +3.2%
RODM LATTICE STRATEGIES TR 0.3%
Value ($000) $1,144 Shares 51,921 Est. Cost $26.84 Unrealized
IUSV ISHARES TR 0.3%
Value ($000) $1,131 Shares 24,481 Est. Cost $55.05 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $1,106 Shares 19,657 Est. Cost $56.26 Unrealized
MOAT VANECK VECTORS ETF TR 0.3%
Value ($000) $1,099 Shares 25,122 Est. Cost $48.36 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $1,098 Shares 17,624 Est. Cost $65.46 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,086 Shares 25,750 Est. Cost $55.12 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,080 Shares 19,829 Est. Cost $54.47 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $1,076 Shares 19,179 Est. Cost $70.59 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,072 Shares 13,048 Est. Cost $79.58 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.3%
Value ($000) $1,068 Shares 81,003 Est. Cost $14.23 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,018 Shares 5,456 Est. Cost $183.42 Unrealized +3.7%
QTEC FIRST TR NASDAQ-100 TECH IND 0.3%
Value ($000) $970 Shares 11,481 Est. Cost $68.05 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $952 Shares 17,577 Est. Cost $45.76 Unrealized +14.4%
T AT&T INC 0.2%
Value ($000) $949 Shares 32,567 Est. Cost $14.91 Unrealized +21.9%
NVDA NVIDIA CORP 0.2%
Value ($000) $943 Shares 3,575 Est. Cost $5.43 Unrealized +15.7%
CWI SPDR INDEX SHS FDS 0.2%
Value ($000) $907 Shares 45,997 Est. Cost $28.97 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $898 Shares 11,783 Est. Cost $62.62 Unrealized +7.3%
XT ISHARES TR 0.2%
Value ($000) $892 Shares 25,063 Est. Cost $33.50 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $866 Shares 10,101 Est. Cost $85.73 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $861 Shares 740 Est. Cost $60.75 Unrealized +10.9%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $855 Shares 11,565 Est. Cost $73.93 Unrealized
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $847 Shares 33,794 Est. Cost $26.24 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $837 Shares 8,963 Est. Cost $81.73 Unrealized +0.2%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $819 Shares 33,553 Est. Cost $32.78 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $817 Shares 8,251 Est. Cost $99.64 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $801 Shares 3,315 Est. Cost $207.90 Unrealized +38.4%
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $799 Shares 48,738 Est. Cost $19.10 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.2%
Value ($000) $797 Shares 54,902 Est. Cost $17.64 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $785 Shares 24,061 Est. Cost $27.89 Unrealized -7.4%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $772 Shares 21,821 Est. Cost $37.00 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $769 Shares 10,902 Est. Cost $63.50 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $754 Shares 24,466 Est. Cost $45.31 Unrealized -9.6%
NFLX NETFLIX INC 0.2%
Value ($000) $753 Shares 2,005 Est. Cost $35.38 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $751 Shares 10,357 Est. Cost $79.69 Unrealized -4.6%
BA BOEING CO 0.2%
Value ($000) $749 Shares 5,021 Est. Cost $300.99 Unrealized -9.4%
IWD ISHARES TR 0.2%
Value ($000) $746 Shares 7,520 Est. Cost $114.10 Unrealized
PZA INVESCO EXCHANGE-TRADED FD T 0.2%
Value ($000) $728 Shares 28,204 Est. Cost $25.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $726 Shares 3,971 Est. Cost $206.84 Unrealized +2.8%
KO COCA COLA CO 0.2%
Value ($000) $726 Shares 16,411 Est. Cost $42.31 Unrealized +6.3%
SPTL SPDR SER TR 0.2%
Value ($000) $716 Shares 15,165 Est. Cost $47.21 Unrealized
IXUS ISHARES TR 0.2%
Value ($000) $712 Shares 15,136 Est. Cost $51.97 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $675 Shares 3,079 Est. Cost $242.74 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $669 Shares 6,058 Est. Cost $109.11 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $665 Shares 8,405 Est. Cost $80.70 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $660 Shares 7,329 Est. Cost $93.64 Unrealized +10.7%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $659 Shares 6,371 Est. Cost $103.27 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $643 Shares 3,461 Est. Cost $185.78 Unrealized
JSMD JANUS DETROIT STR TR 0.2%
Value ($000) $642 Shares 17,979 Est. Cost $45.46 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $640 Shares 16,289 Est. Cost $39.30 Unrealized -6.7%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $637 Shares 3,006 Est. Cost $185.49 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $632 Shares 5,749 Est. Cost $86.83 Unrealized +19.6%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $623 Shares 8,338 Est. Cost $53.27 Unrealized +3.1%
PFF ISHARES TR 0.2%
Value ($000) $607 Shares 19,060 Est. Cost $35.22 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $599 Shares 31,580 Est. Cost $18.97 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $596 Shares 4,826 Est. Cost $125.44 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $573 Shares 2,947 Est. Cost $144.52 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $566 Shares 3,932 Est. Cost $145.72 Unrealized +16.2%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $557 Shares 25,145 Est. Cost $24.20 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $540 Shares 4,249 Est. Cost $107.84 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $523 Shares 9,644 Est. Cost $51.94 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $518 Shares 5,357 Est. Cost $105.12 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $516 Shares 7,153 Est. Cost $63.12 Unrealized 0.0%
HEFA ISHARES TR 0.1%
Value ($000) $512 Shares 21,159 Est. Cost $25.79 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $512 Shares 4,752 Est. Cost $103.48 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $504 Shares 2,022 Est. Cost $222.70 Unrealized +12.1%
FDRR FIDELITY COVINGTON TR 0.1%
Value ($000) $502 Shares 19,031 Est. Cost $28.74 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $501 Shares 4,512 Est. Cost $110.62 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $492 Shares 10,488 Est. Cost $57.83 Unrealized
USHY ISHARES TR 0.1%
Value ($000) $491 Shares 13,814 Est. Cost $40.96 Unrealized
RDIV INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $491 Shares 21,155 Est. Cost $37.67 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $465 Shares 21,866 Est. Cost $23.91 Unrealized +8.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $465 Shares 1,115 Est. Cost $35.01 Unrealized +28.8%
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $462 Shares 9,588 Est. Cost $67.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $460 Shares 4,145 Est. Cost $92.28 Unrealized +6.5%
WMT WALMART INC 0.1%
Value ($000) $447 Shares 3,930 Est. Cost $31.86 Unrealized +11.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $441 Shares 8,359 Est. Cost $50.80 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $437 Shares 2,451 Est. Cost $223.78 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $436 Shares 3,262 Est. Cost $138.25 Unrealized -1.2%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $430 Shares 2,772 Est. Cost $116.34 Unrealized 0.0%
BKLN INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $424 Shares 20,736 Est. Cost $22.64 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $410 Shares 11,933 Est. Cost $35.82 Unrealized +0.6%
MUB ISHARES TR 0.1%
Value ($000) $402 Shares 3,553 Est. Cost $113.85 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $400 Shares 19,186 Est. Cost $27.81 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $399 Shares 762 Est. Cost $41.46 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $393 Shares 5,548 Est. Cost $75.33 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $390 Shares 3,245 Est. Cost $99.54 Unrealized +13.3%
TGT TARGET CORP 0.1%
Value ($000) $390 Shares 4,194 Est. Cost $72.55 Unrealized +30.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $383 Shares 4,245 Est. Cost $79.83 Unrealized +13.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $383 Shares 4,299 Est. Cost $93.48 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $375 Shares 4,667 Est. Cost $80.35 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $374 Shares 4,529 Est. Cost $88.84 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $368 Shares 3,841 Est. Cost $100.32 Unrealized +9.8%
EFA ISHARES TR 0.1%
Value ($000) $365 Shares 6,822 Est. Cost $62.27 Unrealized
FVC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $360 Shares 16,033 Est. Cost $23.48 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $360 Shares 4,059 Est. Cost $87.23 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $358 Shares 2,488 Est. Cost $206.64 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $357 Shares 6,924 Est. Cost $65.25 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $354 Shares 2,146 Est. Cost $153.02 Unrealized +12.3%
MMM 3M CO 0.1%
Value ($000) $340 Shares 2,489 Est. Cost $116.46 Unrealized -9.0%
SPHD INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $339 Shares 11,285 Est. Cost $39.42 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $339 Shares 3,945 Est. Cost $93.65 Unrealized +4.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $333 Shares 984 Est. Cost $323.48 Unrealized +3.5%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $328 Shares 3,478 Est. Cost $116.28 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $327 Shares 7,941 Est. Cost $59.66 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $327 Shares 9,796 Est. Cost $37.11 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $321 Shares 6,451 Est. Cost $56.87 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $319 Shares 5,868 Est. Cost $51.84 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $315 Shares 2,489 Est. Cost $119.66 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $314 Shares 1,547 Est. Cost $153.61 Unrealized +18.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $310 Shares 1,720 Est. Cost $180.65 Unrealized +0.7%
IEF ISHARES TR 0.1%
Value ($000) $309 Shares 2,543 Est. Cost $121.51 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $308 Shares 5,204 Est. Cost $63.81 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $307 Shares 1,942 Est. Cost $167.78 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $306 Shares 4,653 Est. Cost $65.91 Unrealized +7.7%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $305 Shares 6,354 Est. Cost $49.09 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $302 Shares 10,771 Est. Cost $28.04 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $302 Shares 6,195 Est. Cost $50.92 Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $301 Shares 7,326 Est. Cost $41.45 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $299 Shares 8,756 Est. Cost $40.96 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $296 Shares 6,460 Est. Cost $45.82 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $287 Shares 1,725 Est. Cost $163.15 Unrealized
AMEDISYS INC 0.1%
Value ($000) $286 Shares 1,558 Est. Cost $183.57 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $286 Shares 10,675 Est. Cost $26.79 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $282 Shares 4,172 Est. Cost $62.97 Unrealized +14.2%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $282 Shares 3,025 Est. Cost $98.34 Unrealized
DON WISDOMTREE TR 0.1%
Value ($000) $279 Shares 11,546 Est. Cost $32.87 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $276 Shares 3,398 Est. Cost $95.30 Unrealized
ARKG ARK ETF TR 0.1%
Value ($000) $274 Shares 8,750 Est. Cost $33.29 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $273 Shares 6,082 Est. Cost $46.72 Unrealized -5.5%
DXCM DEXCOM INC 0.1%
Value ($000) $270 Shares 1,003 Est. Cost $62.23 Unrealized 0.0%
MRNA MODERNA INC 0.1%
Value ($000) $270 Shares 9,028 Est. Cost $23.01 Unrealized 0.0%
TIP ISHARES TR 0.1%
Value ($000) $268 Shares 2,271 Est. Cost $115.41 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $267 Shares 2,040 Est. Cost $144.42 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $267 Shares 1,128 Est. Cost $24.54 Unrealized -1.1%
HYD VANECK VECTORS ETF TR 0.1%
Value ($000) $266 Shares 5,081 Est. Cost $61.46 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $264 Shares 5,272 Est. Cost $44.29 Unrealized +5.4%
ARKK ARK ETF TR 0.1%
Value ($000) $263 Shares 5,969 Est. Cost $37.93 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $263 Shares 1,094 Est. Cost $46.25 Unrealized +17.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $259 Shares 1,376 Est. Cost $76.18 Unrealized -5.3%
DOW DOW INC 0.1%
Value ($000) $258 Shares 8,843 Est. Cost $30.58 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $257 Shares 5,323 Est. Cost $49.23 Unrealized -3.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $246 Shares 3,699 Est. Cost $61.03 Unrealized +0.8%
TNDM TANDEM DIABETES CARE INC 0.1%
Value ($000) $243 Shares 3,769 Est. Cost $70.07 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $243 Shares 1,846 Est. Cost $163.23 Unrealized
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $242 Shares 5,311 Est. Cost $39.22 Unrealized +15.4%
WDC WESTERN DIGITAL CORP. 0.1%
Value ($000) $240 Shares 5,778 Est. Cost $41.74 Unrealized +4.3%
CDNA CAREDX INC 0.1%
Value ($000) $236 Shares 10,788 Est. Cost $22.41 Unrealized 0.0%
SDY SPDR SER TR 0.1%
Value ($000) $236 Shares 2,949 Est. Cost $91.52 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $235 Shares 6,600 Est. Cost $39.97 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $234 Shares 9,081 Est. Cost $25.77 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $234 Shares 5,143 Est. Cost $48.17 Unrealized 0.0%
IXN ISHARES TR 0.1%
Value ($000) $232 Shares 1,272 Est. Cost $182.39 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $232 Shares 3,176 Est. Cost $58.25 Unrealized +4.3%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $232 Shares 3,328 Est. Cost $69.71 Unrealized
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $229 Shares 4,694 Est. Cost $48.79 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $228 Shares 28,695 Est. Cost $8.60 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $228 Shares 3,461 Est. Cost $71.90 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $226 Shares 1,863 Est. Cost $123.12 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 1,952 Est. Cost $138.55 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $224 Shares 1,097 Est. Cost $197.69 Unrealized
MMSI MERIT MED SYS INC 0.1%
Value ($000) $223 Shares 7,144 Est. Cost $35.62 Unrealized 0.0%
FATE FATE THERAPEUTICS INC 0.1%
Value ($000) $220 Shares 9,887 Est. Cost $25.29 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $220 Shares 2,724 Est. Cost $72.71 Unrealized 0.0%
SMB VANECK VECTORS ETF TR 0.1%
Value ($000) $219 Shares 12,626 Est. Cost $17.31 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $217 Shares 6,578 Est. Cost $32.99 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $213 Shares 3,909 Est. Cost $54.49 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $212 Shares 1,355 Est. Cost $168.13 Unrealized +9.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $211 Shares 916 Est. Cost $224.95 Unrealized 0.0%
FYC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $211 Shares 6,467 Est. Cost $44.58 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $211 Shares 2,709 Est. Cost $70.81 Unrealized 0.0%
ROBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $211 Shares 7,745 Est. Cost $27.24 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $210 Shares 4,401 Est. Cost $47.72 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $210 Shares 738 Est. Cost $277.78 Unrealized 0.0%
CNC CENTENE CORP DEL 0.1%
Value ($000) $210 Shares 3,522 Est. Cost $60.68 Unrealized 0.0%
NXTG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $209 Shares 4,469 Est. Cost $46.77 Unrealized
SEM SELECT MED HLDGS CORP 0.1%
Value ($000) $206 Shares 13,714 Est. Cost $10.94 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $206 Shares 2,057 Est. Cost $93.91 Unrealized +8.2%
FE FIRSTENERGY CORP 0.1%
Value ($000) $203 Shares 5,086 Est. Cost $36.33 Unrealized 0.0%
IFLN INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $184 Shares 11,127 Est. Cost $18.67 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $170 Shares 11,312 Est. Cost $15.03 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $166 Shares 17,518 Est. Cost $9.48 Unrealized
BLACKROCK 2022 GBL INCM OPP 0.0%
Value ($000) $117 Shares 15,500 Est. Cost $8.34 Unrealized
VIRNETX HLDG CORP 0.0%
Value ($000) $109 Shares 20,000 Est. Cost $5.45 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $65 Shares 10,340 Est. Cost $6.29 Unrealized
MUSCLE MAKER INC 0.0%
Value ($000) $59 Shares 35,370 Est. Cost $1.67 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $52 Shares 16,000 Est. Cost $4.19 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $49 Shares 13,407 Est. Cost $5.11 Unrealized
BLACKROCK CAP INVT CORP 0.0%
Value ($000) $36 Shares 16,334 Est. Cost $5.00 Unrealized
NIO NIO INC 0.0%
Value ($000) $28 Shares 10,015 Est. Cost $2.80 Unrealized
FORTRESS BIOTECH INC 0.0%
Value ($000) $20 Shares 10,440 Est. Cost $1.92 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $15 Shares 11,122 Est. Cost $2.04 Unrealized -23.3%
HANCOCK JAFFE LABORATORIES I 0.0%
Value ($000) $12 Shares 40,000 Est. Cost $0.64 Unrealized
SANDRIDGE PERMIAN TR 0.0%
Value ($000) $7 Shares 16,080 Est. Cost $1.68 Unrealized
ORGANOVO HLDGS INC 0.0%
Value ($000) $6 Shares 13,750 Est. Cost $0.44 Unrealized