Gladstone Institutional Advisory LLC Diversified Active

CIK: 0001766530 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 17, 2020

Total Value ($000): $393,151 (100.0% shares, 0.0% debt)

Holdings (242)

LDSF FIRST TR EXCHNG TRADED FD VI 4.6%
Value ($000) $17,901 Shares 883,142 Est. Cost $19.95 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 4.1%
Value ($000) $15,952 Shares 265,915 Est. Cost $59.97 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 3.7%
Value ($000) $14,625 Shares 319,105 Est. Cost $45.54 Unrealized
SCHF SCHWAB STRATEGIC TR 3.2%
Value ($000) $12,681 Shares 426,255 Est. Cost $30.03 Unrealized
SCHG SCHWAB STRATEGIC TR 2.9%
Value ($000) $11,262 Shares 110,909 Est. Cost $79.93 Unrealized
SPY SPDR S&P 500 ETF TR 2.8%
Value ($000) $11,181 Shares 36,260 Est. Cost $287.38 Unrealized
IVV ISHARES TR 2.4%
Value ($000) $9,527 Shares 30,763 Est. Cost $251.62 Unrealized
IVW ISHARES TR 2.4%
Value ($000) $9,428 Shares 45,439 Est. Cost $177.19 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 2.3%
Value ($000) $8,854 Shares 196,236 Est. Cost $44.70 Unrealized
SCHV SCHWAB STRATEGIC TR 2.2%
Value ($000) $8,841 Shares 176,441 Est. Cost $52.43 Unrealized
USMV ISHARES TR 2.1%
Value ($000) $8,391 Shares 138,395 Est. Cost $54.98 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 2.1%
Value ($000) $8,162 Shares 179,508 Est. Cost $44.97 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $7,580 Shares 20,779 Est. Cost $51.73 Unrealized +45.2%
ITOT ISHARES TR 1.9%
Value ($000) $7,544 Shares 108,646 Est. Cost $63.31 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.8%
Value ($000) $7,182 Shares 236,857 Est. Cost $30.42 Unrealized
IJH ISHARES TR 1.8%
Value ($000) $7,036 Shares 39,567 Est. Cost $187.01 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.7%
Value ($000) $6,801 Shares 123,630 Est. Cost $55.07 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.7%
Value ($000) $6,490 Shares 352,358 Est. Cost $18.51 Unrealized
SCHA SCHWAB STRATEGIC TR 1.6%
Value ($000) $6,147 Shares 94,070 Est. Cost $65.34 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $6,122 Shares 2,219 Est. Cost $87.66 Unrealized +37.8%
AGG ISHARES TR 1.4%
Value ($000) $5,680 Shares 48,046 Est. Cost $110.30 Unrealized
IVE ISHARES TR 1.4%
Value ($000) $5,641 Shares 52,127 Est. Cost $114.56 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $5,213 Shares 146,899 Est. Cost $28.87 Unrealized
MDYG SPDR SER TR 1.1%
Value ($000) $4,399 Shares 81,772 Est. Cost $50.58 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $3,924 Shares 13,845 Est. Cost $236.99 Unrealized
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $3,904 Shares 24,940 Est. Cost $132.11 Unrealized
MDYV SPDR SER TR 1.0%
Value ($000) $3,792 Shares 88,961 Est. Cost $46.53 Unrealized
FDN FIRST TR NASDAQ-100 TECH IND 0.9%
Value ($000) $3,694 Shares 21,667 Est. Cost $136.07 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,608 Shares 17,730 Est. Cost $130.92 Unrealized +32.2%
IEMG ISHARES INC 0.9%
Value ($000) $3,585 Shares 75,317 Est. Cost $49.79 Unrealized
QTEC FIRST TRUST PORTFOLIOS LP 0.8%
Value ($000) $3,286 Shares 30,126 Est. Cost $93.44 Unrealized
IEI ISHARES TR 0.8%
Value ($000) $3,091 Shares 23,127 Est. Cost $133.39 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $3,020 Shares 14,943 Est. Cost $134.32 Unrealized
IWF ISHARES TR 0.7%
Value ($000) $2,864 Shares 14,921 Est. Cost $154.08 Unrealized
SCHE SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,795 Shares 114,801 Est. Cost $24.69 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $2,652 Shares 46,393 Est. Cost $60.30 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.7%
Value ($000) $2,620 Shares 51,540 Est. Cost $50.38 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,486 Shares 45,377 Est. Cost $54.05 Unrealized
SCHH SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,473 Shares 70,210 Est. Cost $41.59 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $2,331 Shares 39,645 Est. Cost $37.76 Unrealized +26.9%
GLD SPDR GOLD TR 0.6%
Value ($000) $2,239 Shares 13,379 Est. Cost $133.51 Unrealized
SLYG SPDR SER TR 0.6%
Value ($000) $2,180 Shares 38,389 Est. Cost $55.78 Unrealized
SLYV SPDR SER TR 0.5%
Value ($000) $2,140 Shares 43,566 Est. Cost $55.71 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.5%
Value ($000) $2,054 Shares 32,809 Est. Cost $51.55 Unrealized
IGIB ISHARES TR 0.5%
Value ($000) $1,970 Shares 32,621 Est. Cost $54.95 Unrealized
V VISA INC 0.5%
Value ($000) $1,902 Shares 9,848 Est. Cost $155.16 Unrealized +13.1%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,866 Shares 36,107 Est. Cost $51.68 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.5%
Value ($000) $1,854 Shares 24,199 Est. Cost $67.74 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,818 Shares 40,649 Est. Cost $53.30 Unrealized -34.7%
FEX FIRST TR LRGE CP CORE ALPHA 0.5%
Value ($000) $1,790 Shares 30,065 Est. Cost $55.56 Unrealized
FDVV FIDELITY COVINGTON TR 0.4%
Value ($000) $1,760 Shares 65,000 Est. Cost $30.01 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.4%
Value ($000) $1,721 Shares 21,537 Est. Cost $68.08 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,720 Shares 6,948 Est. Cost $180.09 Unrealized
SPMB SPDR SER TR 0.4%
Value ($000) $1,711 Shares 63,863 Est. Cost $26.70 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $1,708 Shares 7,524 Est. Cost $165.50 Unrealized +25.3%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,700 Shares 4,474 Est. Cost $5.96 Unrealized +35.3%
ABBV ABBVIE INC 0.4%
Value ($000) $1,684 Shares 17,157 Est. Cost $65.09 Unrealized +8.3%
JMBS JANUS DETROIT STR TR 0.4%
Value ($000) $1,680 Shares 31,297 Est. Cost $52.15 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,672 Shares 23,251 Est. Cost $77.27 Unrealized -27.2%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,641 Shares 18,577 Est. Cost $83.02 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.4%
Value ($000) $1,555 Shares 28,826 Est. Cost $51.16 Unrealized
MOAT VANECK VECTORS ETF TR 0.4%
Value ($000) $1,536 Shares 29,399 Est. Cost $48.93 Unrealized
MRNA MODERNA INC 0.4%
Value ($000) $1,528 Shares 23,794 Est. Cost $42.72 Unrealized +28.2%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,434 Shares 15,069 Est. Cost $89.21 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,425 Shares 15,802 Est. Cost $78.29 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,402 Shares 5,598 Est. Cost $183.83 Unrealized +8.6%
GGG GRACO INC 0.4%
Value ($000) $1,388 Shares 28,922 Est. Cost $41.50 Unrealized +5.8%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,377 Shares 12,349 Est. Cost $124.27 Unrealized -13.2%
FBT FIRST TR NASDAQ-100 TECH IND 0.3%
Value ($000) $1,332 Shares 7,942 Est. Cost $161.73 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $1,311 Shares 19,198 Est. Cost $70.59 Unrealized
SHOP SHOPIFY INC 0.3%
Value ($000) $1,283 Shares 1,352 Est. Cost $41.04 Unrealized +69.1%
JPST J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $1,271 Shares 25,047 Est. Cost $50.39 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,271 Shares 896 Est. Cost $59.00 Unrealized +13.4%
RODM LATTICE STRATEGIES TR 0.3%
Value ($000) $1,241 Shares 50,406 Est. Cost $26.84 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $1,228 Shares 24,555 Est. Cost $50.09 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,183 Shares 10,919 Est. Cost $103.14 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,122 Shares 7,979 Est. Cost $115.16 Unrealized +7.9%
NFLX NETFLIX INC 0.3%
Value ($000) $1,122 Shares 2,465 Est. Cost $36.72 Unrealized +15.9%
TSLA TESLA INC 0.3%
Value ($000) $1,111 Shares 1,029 Est. Cost $44.74 Unrealized +20.9%
GOOG ALPHABET INC 0.3%
Value ($000) $1,107 Shares 783 Est. Cost $61.09 Unrealized +9.6%
BLACKROCK MUNIHLDGS NJ QLTY 0.3%
Value ($000) $1,078 Shares 80,486 Est. Cost $14.23 Unrealized
MRK MERCK & CO. INC 0.3%
Value ($000) $1,014 Shares 13,114 Est. Cost $63.10 Unrealized -0.4%
AUPH AURINIA PHARMACEUTICALS INC 0.3%
Value ($000) $1,006 Shares 61,900 Est. Cost $17.45 Unrealized -8.3%
XT ISHARES TR 0.3%
Value ($000) $1,006 Shares 22,607 Est. Cost $33.50 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $998 Shares 7,419 Est. Cost $128.61 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $991 Shares 23,589 Est. Cost $45.31 Unrealized -27.4%
MINT PIMCO ETF TR 0.2%
Value ($000) $971 Shares 9,551 Est. Cost $99.91 Unrealized
BA BOEING CO 0.2%
Value ($000) $938 Shares 5,117 Est. Cost $298.23 Unrealized -48.5%
PZA INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $922 Shares 34,707 Est. Cost $25.79 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $917 Shares 21,974 Est. Cost $37.00 Unrealized
DOCU DOCUSIGN INC 0.2%
Value ($000) $878 Shares 5,101 Est. Cost $126.03 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $876 Shares 15,895 Est. Cost $39.42 Unrealized +3.4%
IWM ISHARES TR 0.2%
Value ($000) $845 Shares 5,901 Est. Cost $144.98 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $841 Shares 3,588 Est. Cost $187.50 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $839 Shares 15,425 Est. Cost $53.42 Unrealized
JSMD JANUS DETROIT STR TR 0.2%
Value ($000) $839 Shares 17,616 Est. Cost $45.46 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $823 Shares 7,303 Est. Cost $114.10 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $813 Shares 3,153 Est. Cost $243.10 Unrealized
OKTA OKTA INC 0.2%
Value ($000) $807 Shares 4,032 Est. Cost $169.77 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $782 Shares 2,643 Est. Cost $207.90 Unrealized +31.5%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $760 Shares 10,007 Est. Cost $75.95 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $753 Shares 10,667 Est. Cost $63.50 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $752 Shares 21,716 Est. Cost $35.15 Unrealized
IBB ISHARES TR 0.2%
Value ($000) $741 Shares 5,420 Est. Cost $107.57 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $739 Shares 6,302 Est. Cost $103.27 Unrealized
IXUS ISHARES TR 0.2%
Value ($000) $729 Shares 13,364 Est. Cost $51.97 Unrealized
WMT WALMART INC 0.2%
Value ($000) $719 Shares 6,005 Est. Cost $34.01 Unrealized +11.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $711 Shares 6,391 Est. Cost $81.73 Unrealized -2.4%
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $701 Shares 23,108 Est. Cost $26.24 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $694 Shares 31,042 Est. Cost $18.97 Unrealized
T AT&T INC 0.2%
Value ($000) $672 Shares 22,230 Est. Cost $14.91 Unrealized +3.9%
VNLA JANUS DETROIT STR TR 0.2%
Value ($000) $658 Shares 13,101 Est. Cost $50.23 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $609 Shares 2,185 Est. Cost $185.49 Unrealized
INOVIO PHARMACEUTICALS INC 0.2%
Value ($000) $606 Shares 22,504 Est. Cost $26.93 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $583 Shares 3,567 Est. Cost $107.84 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $582 Shares 1,975 Est. Cost $222.70 Unrealized +17.2%
MTUM ISHARES TR 0.1%
Value ($000) $578 Shares 4,414 Est. Cost $102.24 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $575 Shares 11,691 Est. Cost $42.77 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $574 Shares 3,063 Est. Cost $145.72 Unrealized +14.2%
INTC INTEL CORP 0.1%
Value ($000) $570 Shares 9,525 Est. Cost $45.76 Unrealized +16.2%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $565 Shares 2,962 Est. Cost $120.12 Unrealized +45.9%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $553 Shares 24,374 Est. Cost $24.20 Unrealized
FDRR FIDELITY COVINGTON TR 0.1%
Value ($000) $540 Shares 17,561 Est. Cost $28.74 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $529 Shares 16,059 Est. Cost $37.50 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $520 Shares 18,841 Est. Cost $25.79 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $518 Shares 21,827 Est. Cost $23.91 Unrealized -14.0%
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $514 Shares 22,673 Est. Cost $28.97 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $508 Shares 515 Est. Cost $749.93 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $507 Shares 6,104 Est. Cost $79.58 Unrealized
STAA STAAR SURGICAL CO 0.1%
Value ($000) $500 Shares 8,132 Est. Cost $40.85 Unrealized 0.0%
FTCS FIRST TR NASDAQ-100 TECH IND 0.1%
Value ($000) $490 Shares 8,387 Est. Cost $57.23 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $489 Shares 6,206 Est. Cost $75.69 Unrealized
RDIV INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $483 Shares 17,573 Est. Cost $37.67 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.1%
Value ($000) $473 Shares 17,223 Est. Cost $32.88 Unrealized 0.0%
EEMV ISHARES INC 0.1%
Value ($000) $473 Shares 9,103 Est. Cost $57.83 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $460 Shares 6,446 Est. Cost $40.40 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $460 Shares 738 Est. Cost $564.49 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $444 Shares 3,362 Est. Cost $114.88 Unrealized 0.0%
TNDM TANDEM DIABETES CARE INC 0.1%
Value ($000) $438 Shares 4,424 Est. Cost $71.51 Unrealized +11.6%
IJK ISHARES TR 0.1%
Value ($000) $437 Shares 1,950 Est. Cost $223.78 Unrealized
CDNA CAREDX INC 0.1%
Value ($000) $432 Shares 12,205 Est. Cost $23.11 Unrealized +23.2%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $426 Shares 8,102 Est. Cost $55.12 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $421 Shares 1,039 Est. Cost $63.17 Unrealized +41.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $419 Shares 4,210 Est. Cost $93.48 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $416 Shares 8,924 Est. Cost $39.30 Unrealized -5.9%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $413 Shares 4,388 Est. Cost $93.64 Unrealized -12.7%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $412 Shares 5,528 Est. Cost $54.47 Unrealized
ANGL VANECK VECTORS ETF TR 0.1%
Value ($000) $408 Shares 14,208 Est. Cost $28.72 Unrealized
FATE FATE THERAPEUTICS INC 0.1%
Value ($000) $398 Shares 11,614 Est. Cost $25.96 Unrealized +14.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $397 Shares 3,318 Est. Cost $86.83 Unrealized +16.9%
FORUM MERGER II CORP 0.1%
Value ($000) $392 Shares 23,850 Est. Cost $16.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $389 Shares 2,178 Est. Cost $206.84 Unrealized -11.7%
EFA ISHARES TR 0.1%
Value ($000) $385 Shares 6,327 Est. Cost $62.27 Unrealized
MERIDIAN BIOSCIENCE INC 0.1%
Value ($000) $382 Shares 16,409 Est. Cost $23.28 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $377 Shares 5,701 Est. Cost $66.13 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $377 Shares 14,970 Est. Cost $25.18 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $375 Shares 11,481 Est. Cost $27.89 Unrealized -6.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $360 Shares 2,067 Est. Cost $100.32 Unrealized +37.4%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $357 Shares 2,160 Est. Cost $119.66 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $356 Shares 4,076 Est. Cost $88.84 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $356 Shares 3,406 Est. Cost $80.35 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $350 Shares 12,662 Est. Cost $27.64 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $350 Shares 3,034 Est. Cost $113.85 Unrealized
SNY SANOFI 0.1%
Value ($000) $349 Shares 6,840 Est. Cost $51.02 Unrealized
HYD VANECK VECTORS ETF TR 0.1%
Value ($000) $346 Shares 5,845 Est. Cost $61.17 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $337 Shares 12,032 Est. Cost $28.04 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $325 Shares 1,203 Est. Cost $204.08 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $318 Shares 1,725 Est. Cost $153.02 Unrealized +5.2%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $317 Shares 6,136 Est. Cost $50.19 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $314 Shares 4,369 Est. Cost $62.48 Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $306 Shares 7,326 Est. Cost $41.45 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $303 Shares 1,103 Est. Cost $225.21 Unrealized 0.0%
EEM ISHARES TR 0.1%
Value ($000) $302 Shares 7,552 Est. Cost $40.96 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $302 Shares 2,889 Est. Cost $98.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $298 Shares 2,467 Est. Cost $92.28 Unrealized -1.0%
AMGN AMGEN INC 0.1%
Value ($000) $290 Shares 1,231 Est. Cost $153.61 Unrealized +24.8%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $290 Shares 9,799 Est. Cost $32.78 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $290 Shares 2,651 Est. Cost $105.12 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $289 Shares 3,024 Est. Cost $95.30 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $285 Shares 3,707 Est. Cost $53.27 Unrealized +15.4%
SDY SPDR SER TR 0.1%
Value ($000) $280 Shares 3,071 Est. Cost $91.51 Unrealized
DISH NETWORK CORPORATION 0.1%
Value ($000) $280 Shares 8,127 Est. Cost $34.45 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $279 Shares 2,523 Est. Cost $109.11 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $276 Shares 1,893 Est. Cost $138.55 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $276 Shares 7,124 Est. Cost $37.11 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $274 Shares 2,071 Est. Cost $99.54 Unrealized +11.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $272 Shares 3,050 Est. Cost $79.69 Unrealized -12.4%
IXN ISHARES TR 0.1%
Value ($000) $272 Shares 1,155 Est. Cost $182.39 Unrealized
MMM 3M CO 0.1%
Value ($000) $266 Shares 1,705 Est. Cost $116.46 Unrealized -12.1%
IWP ISHARES TR 0.1%
Value ($000) $263 Shares 1,665 Est. Cost $157.96 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $261 Shares 1,593 Est. Cost $163.23 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $260 Shares 3,317 Est. Cost $69.71 Unrealized
ARKG ARK ETF TR 0.1%
Value ($000) $253 Shares 4,859 Est. Cost $33.29 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $253 Shares 8,368 Est. Cost $26.79 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $246 Shares 2,463 Est. Cost $87.23 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $242 Shares 663 Est. Cost $323.48 Unrealized +0.1%
DON WISDOMTREE TR 0.1%
Value ($000) $241 Shares 8,520 Est. Cost $32.87 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $231 Shares 1,118 Est. Cost $167.78 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $230 Shares 5,142 Est. Cost $42.31 Unrealized -8.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $229 Shares 1,582 Est. Cost $138.25 Unrealized -14.7%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $229 Shares 1,062 Est. Cost $144.52 Unrealized
CANOPY GROWTH CORP 0.1%
Value ($000) $228 Shares 14,109 Est. Cost $16.16 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $228 Shares 4,370 Est. Cost $55.05 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $228 Shares 3,767 Est. Cost $60.53 Unrealized
SMB VANECK VECTORS ETF TR 0.1%
Value ($000) $227 Shares 12,626 Est. Cost $17.31 Unrealized
SLACK TECHNOLOGIES INC 0.1%
Value ($000) $222 Shares 7,125 Est. Cost $31.16 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $219 Shares 12,912 Est. Cost $15.27 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $218 Shares 3,173 Est. Cost $63.81 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $217 Shares 3,909 Est. Cost $54.49 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $217 Shares 1,608 Est. Cost $93.65 Unrealized +10.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $213 Shares 1,258 Est. Cost $180.65 Unrealized -7.1%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $211 Shares 2,878 Est. Cost $71.90 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $210 Shares 1,125 Est. Cost $186.67 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $208 Shares 805 Est. Cost $171.44 Unrealized 0.0%
DVY ISHARES TR 0.1%
Value ($000) $208 Shares 2,579 Est. Cost $80.65 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $208 Shares 1,262 Est. Cost $206.64 Unrealized
SNAP SNAP INC 0.1%
Value ($000) $208 Shares 8,855 Est. Cost $17.78 Unrealized 0.0%
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $207 Shares 3,310 Est. Cost $67.12 Unrealized
BTAL AGF INVTS TR 0.1%
Value ($000) $204 Shares 8,388 Est. Cost $24.32 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $202 Shares 1,685 Est. Cost $72.55 Unrealized +35.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $201 Shares 4,093 Est. Cost $46.72 Unrealized -12.0%
NET CLOUDFLARE INC 0.1%
Value ($000) $201 Shares 5,590 Est. Cost $27.93 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $201 Shares 5,307 Est. Cost $37.87 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $200 Shares 2,040 Est. Cost $80.85 Unrealized 0.0%
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $172 Shares 20,325 Est. Cost $6.69 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $172 Shares 25,160 Est. Cost $8.60 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $158 Shares 25,217 Est. Cost $3.83 Unrealized 0.0%
BLACKROCK 2022 GLOBAL INCOME 0.0%
Value ($000) $129 Shares 15,500 Est. Cost $8.34 Unrealized
MUSCLE MAKER INC 0.0%
Value ($000) $111 Shares 40,800 Est. Cost $1.81 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $107 Shares 17,787 Est. Cost $6.11 Unrealized 0.0%
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $105 Shares 15,573 Est. Cost $6.74 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $99 Shares 18,461 Est. Cost $5.36 Unrealized
NIO NIO INC 0.0%
Value ($000) $77 Shares 10,000 Est. Cost $2.80 Unrealized
LEAP THERAPEUTICS INC 0.0%
Value ($000) $65 Shares 31,000 Est. Cost $2.10 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $55 Shares 16,000 Est. Cost $4.19 Unrealized
BLACKROCK CAP INVT CORP 0.0%
Value ($000) $44 Shares 16,334 Est. Cost $5.00 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $38 Shares 11,122 Est. Cost $2.04 Unrealized +9.6%
ENDRA LIFE SCIENCES INC 0.0%
Value ($000) $35 Shares 36,300 Est. Cost $0.96 Unrealized
QUIK QUICKLOGIC CORP 0.0%
Value ($000) $34 Shares 10,905 Est. Cost $4.14 Unrealized 0.0%
FORTRESS BIOTECH INC 0.0%
Value ($000) $28 Shares 10,440 Est. Cost $1.92 Unrealized
HANCOCK JAFFE LABORATORIES I 0.0%
Value ($000) $15 Shares 40,000 Est. Cost $0.64 Unrealized
ORGANOVO HLDGS INC 0.0%
Value ($000) $6 Shares 10,300 Est. Cost $0.44 Unrealized