Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 3, 2023

Total Value ($000): $153,226 (100.0% shares, 0.0% debt)

Holdings (232)

AAPL APPLE INC 4.3%
Value ($000) $6,517 Shares 50,159 Est. Cost $154.48 Unrealized -8.9%
QQQ INVESCO QQQ TR 2.2%
Value ($000) $3,431 Shares 12,886 Est. Cost $397.80 Unrealized
ABBV ABBVIE INC 2.1%
Value ($000) $3,179 Shares 19,672 Est. Cost $102.65 Unrealized +33.7%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $3,154 Shares 28,598 Est. Cost $54.54 Unrealized +76.5%
MSFT MICROSOFT CORP 1.7%
Value ($000) $2,671 Shares 11,139 Est. Cost $308.79 Unrealized -24.2%
CVS CVS HEALTH CORP 1.6%
Value ($000) $2,449 Shares 26,285 Est. Cost $80.49 Unrealized +6.8%
AMZN AMAZON COM INC 1.5%
Value ($000) $2,371 Shares 28,232 Est. Cost $126.99 Unrealized -22.2%
VO VANGUARD INDEX FDS 1.5%
Value ($000) $2,312 Shares 11,342 Est. Cost $252.25 Unrealized
BX BLACKSTONE INC 1.5%
Value ($000) $2,301 Shares 31,019 Est. Cost $112.35 Unrealized -30.0%
BA BOEING CO 1.4%
Value ($000) $2,143 Shares 11,248 Est. Cost $194.95 Unrealized -16.1%
VNQ VANGUARD INDEX FDS 1.4%
Value ($000) $2,133 Shares 25,858 Est. Cost $115.83 Unrealized
V VISA INC 1.3%
Value ($000) $1,965 Shares 9,456 Est. Cost $208.00 Unrealized -5.3%
BAC BANK AMERICA CORP 1.3%
Value ($000) $1,922 Shares 58,045 Est. Cost $41.02 Unrealized -22.7%
HD HOME DEPOT INC 1.2%
Value ($000) $1,822 Shares 5,769 Est. Cost $339.37 Unrealized -17.1%
GOOGL ALPHABET INC 1.2%
Value ($000) $1,788 Shares 20,268 Est. Cost $111.53 Unrealized -15.4%
GOOG ALPHABET INC 1.1%
Value ($000) $1,717 Shares 19,352 Est. Cost $112.49 Unrealized -15.8%
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $1,669 Shares 16,535 Est. Cost $79.32 Unrealized +10.5%
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $1,623 Shares 7,618 Est. Cost $304.38 Unrealized
ETN EATON CORP PLC 1.0%
Value ($000) $1,608 Shares 10,242 Est. Cost $155.46 Unrealized -5.5%
MCD MCDONALDS CORP 1.0%
Value ($000) $1,558 Shares 5,912 Est. Cost $229.60 Unrealized +6.8%
VB VANGUARD INDEX FDS 1.0%
Value ($000) $1,513 Shares 8,245 Est. Cost $224.77 Unrealized
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $1,490 Shares 82,396 Est. Cost $13.25 Unrealized +14.6%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $1,473 Shares 9,721 Est. Cost $135.42 Unrealized -4.2%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,466 Shares 8,170 Est. Cost $96.10 Unrealized +59.5%
ABT ABBOTT LABS 0.9%
Value ($000) $1,443 Shares 13,142 Est. Cost $118.62 Unrealized -17.7%
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $1,372 Shares 13,552 Est. Cost $76.31 Unrealized +6.5%
ZVRA KEMPHARM INC 0.9%
Value ($000) $1,365 Shares 297,384 Est. Cost $7.85 Unrealized -35.3%
NGG NATIONAL GRID PLC 0.9%
Value ($000) $1,322 Shares 21,916 Est. Cost $71.40 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $1,250 Shares 3,639 Est. Cost $345.27 Unrealized -6.9%
PEP PEPSICO INC 0.8%
Value ($000) $1,245 Shares 6,892 Est. Cost $143.81 Unrealized +11.9%
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,235 Shares 5,762 Est. Cost $184.56 Unrealized -3.1%
DVY ISHARES TR 0.8%
Value ($000) $1,222 Shares 10,135 Est. Cost $122.40 Unrealized
LVS LAS VEGAS SANDS CORP 0.8%
Value ($000) $1,215 Shares 25,283 Est. Cost $36.76 Unrealized +10.2%
PFE PFIZER INC 0.8%
Value ($000) $1,191 Shares 23,242 Est. Cost $40.23 Unrealized -0.1%
QCOM QUALCOMM INC 0.8%
Value ($000) $1,177 Shares 10,708 Est. Cost $143.75 Unrealized -24.3%
SUPN SUPERNUS PHARMACEUTICALS INC 0.8%
Value ($000) $1,171 Shares 32,839 Est. Cost $30.34 Unrealized +14.5%
SO SOUTHERN CO 0.8%
Value ($000) $1,158 Shares 16,223 Est. Cost $54.94 Unrealized +8.5%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,136 Shares 7,773 Est. Cost $24.85 Unrealized -41.1%
META META PLATFORMS INC 0.7%
Value ($000) $1,131 Shares 9,398 Est. Cost $286.45 Unrealized -59.3%
AVGO BROADCOM INC 0.7%
Value ($000) $1,119 Shares 2,001 Est. Cost $52.23 Unrealized -8.9%
FCX FREEPORT-MCMORAN INC 0.7%
Value ($000) $1,108 Shares 29,170 Est. Cost $35.50 Unrealized -5.7%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $1,062 Shares 3,021 Est. Cost $422.18 Unrealized
DEO DIAGEO PLC 0.7%
Value ($000) $1,051 Shares 5,899 Est. Cost $220.02 Unrealized
VHT VANGUARD WORLD FDS 0.7%
Value ($000) $1,051 Shares 4,237 Est. Cost $266.42 Unrealized
IHI ISHARES TR 0.7%
Value ($000) $1,041 Shares 19,798 Est. Cost $65.54 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $1,036 Shares 9,340 Est. Cost $69.89 Unrealized +32.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,029 Shares 5,825 Est. Cost $145.89 Unrealized +7.7%
FIRST TR ENERGY INFRASTRCTR 0.7%
Value ($000) $1,021 Shares 70,808 Est. Cost $13.60 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.6%
Value ($000) $988 Shares 33,386 Est. Cost $38.34 Unrealized
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $980 Shares 7,218 Est. Cost $115.25 Unrealized -2.2%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $939 Shares 10,943 Est. Cost $58.62 Unrealized +20.8%
LLY LILLY ELI & CO 0.6%
Value ($000) $939 Shares 2,567 Est. Cost $243.85 Unrealized +41.8%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $932 Shares 22,570 Est. Cost $44.41 Unrealized -8.1%
INTC INTEL CORP 0.6%
Value ($000) $890 Shares 33,680 Est. Cost $44.53 Unrealized -40.2%
PODD INSULET CORP 0.6%
Value ($000) $873 Shares 2,965 Est. Cost $290.11 Unrealized -4.9%
DOW DOW INC 0.6%
Value ($000) $869 Shares 17,246 Est. Cost $44.86 Unrealized -9.7%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $867 Shares 12,052 Est. Cost $49.93 Unrealized +30.6%
MS MORGAN STANLEY 0.6%
Value ($000) $862 Shares 10,136 Est. Cost $86.77 Unrealized -11.5%
FIRST TR ENERGY INCOME & GRO 0.6%
Value ($000) $843 Shares 59,413 Est. Cost $13.92 Unrealized
NVO NOVO-NORDISK A S 0.5%
Value ($000) $838 Shares 6,195 Est. Cost $111.94 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $827 Shares 1,700 Est. Cost $310.62 Unrealized +37.3%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $813 Shares 8,106 Est. Cost $137.92 Unrealized -33.8%
CAT CATERPILLAR INC 0.5%
Value ($000) $810 Shares 3,382 Est. Cost $187.19 Unrealized +10.4%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $803 Shares 7,424 Est. Cost $111.49 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $794 Shares 8,001 Est. Cost $102.21 Unrealized -14.3%
TDIV FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $789 Shares 16,521 Est. Cost $62.40 Unrealized
VGT VANGUARD WORLD FDS 0.5%
Value ($000) $763 Shares 2,390 Est. Cost $455.10 Unrealized
ROM PROSHARES TR 0.5%
Value ($000) $756 Shares 32,851 Est. Cost $80.54 Unrealized
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $746 Shares 10,867 Est. Cost $28.62 Unrealized -12.7%
IYT ISHARES TR 0.5%
Value ($000) $745 Shares 3,489 Est. Cost $276.31 Unrealized
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $741 Shares 7,198 Est. Cost $86.25 Unrealized -1.7%
SPG SIMON PPTY GROUP INC NEW 0.5%
Value ($000) $741 Shares 6,306 Est. Cost $113.81 Unrealized -17.9%
SHEL SHELL PLC 0.5%
Value ($000) $728 Shares 12,785 Est. Cost $54.73 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $662 Shares 7,520 Est. Cost $113.39 Unrealized
LABORATORY CORP AMER HLDGS 0.4%
Value ($000) $661 Shares 2,806 Est. Cost $287.63 Unrealized
CLX CLOROX CO DEL 0.4%
Value ($000) $660 Shares 4,701 Est. Cost $144.09 Unrealized -11.3%
ITB ISHARES TR 0.4%
Value ($000) $659 Shares 10,870 Est. Cost $80.58 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $653 Shares 4,870 Est. Cost $141.02 Unrealized -16.6%
AFL AFLAC INC 0.4%
Value ($000) $648 Shares 9,011 Est. Cost $50.98 Unrealized +22.6%
PSA PUBLIC STORAGE 0.4%
Value ($000) $647 Shares 2,310 Est. Cost $275.62 Unrealized -6.9%
PSX PHILLIPS 66 0.4%
Value ($000) $635 Shares 6,098 Est. Cost $64.72 Unrealized +41.2%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $632 Shares 4,483 Est. Cost $107.12 Unrealized +14.9%
TQQQ PROSHARES TR 0.4%
Value ($000) $616 Shares 35,631 Est. Cost $95.82 Unrealized
GSK GSK PLC 0.4%
Value ($000) $614 Shares 17,471 Est. Cost $29.86 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $605 Shares 3,967 Est. Cost $160.41 Unrealized -15.9%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $599 Shares 2,830 Est. Cost $231.48 Unrealized -19.3%
O REALTY INCOME CORP 0.4%
Value ($000) $594 Shares 9,360 Est. Cost $55.25 Unrealized -5.5%
REGL PROSHARES TR 0.4%
Value ($000) $588 Shares 8,221 Est. Cost $73.63 Unrealized
IRM IRON MTN INC DEL 0.4%
Value ($000) $586 Shares 11,756 Est. Cost $40.33 Unrealized +11.5%
WMT WALMART INC 0.4%
Value ($000) $584 Shares 4,119 Est. Cost $45.10 Unrealized +1.2%
PHO INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $573 Shares 11,113 Est. Cost $60.16 Unrealized
ALLY ALLY FINL INC 0.4%
Value ($000) $571 Shares 23,370 Est. Cost $35.71 Unrealized -33.8%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $567 Shares 2,390 Est. Cost $311.25 Unrealized -27.8%
TGT TARGET CORP 0.4%
Value ($000) $567 Shares 3,804 Est. Cost $190.46 Unrealized -26.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $564 Shares 11,844 Est. Cost $50.24 Unrealized -17.5%
GXO GXO LOGISTICS INCORPORATED 0.4%
Value ($000) $563 Shares 13,191 Est. Cost $68.68 Unrealized -41.6%
KWEB KRANESHARES TR 0.4%
Value ($000) $560 Shares 18,536 Est. Cost $34.98 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $559 Shares 1,897 Est. Cost $43.69 Unrealized -35.8%
FISV FISERV INC 0.4%
Value ($000) $547 Shares 5,412 Est. Cost $102.82 Unrealized -3.1%
DIS DISNEY WALT CO 0.4%
Value ($000) $546 Shares 6,286 Est. Cost $149.11 Unrealized -37.3%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $540 Shares 2,328 Est. Cost $213.22 Unrealized +6.1%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $534 Shares 6,778 Est. Cost $70.93 Unrealized -1.7%
C CITIGROUP INC 0.3%
Value ($000) $498 Shares 11,005 Est. Cost $54.25 Unrealized -25.2%
KO COCA COLA CO 0.3%
Value ($000) $488 Shares 7,667 Est. Cost $49.18 Unrealized +11.7%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $488 Shares 6,917 Est. Cost $71.33 Unrealized
IAK ISHARES TR 0.3%
Value ($000) $480 Shares 5,250 Est. Cost $83.25 Unrealized
YORW YORK WTR CO 0.3%
Value ($000) $477 Shares 10,604 Est. Cost $42.03 Unrealized -4.2%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $464 Shares 2,664 Est. Cost $218.36 Unrealized
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $457 Shares 5,456 Est. Cost $55.74 Unrealized -13.2%
IJS ISHARES TR 0.3%
Value ($000) $450 Shares 4,923 Est. Cost $104.34 Unrealized
WELL WELLTOWER INC 0.3%
Value ($000) $447 Shares 6,822 Est. Cost $74.77 Unrealized -20.3%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $445 Shares 4,567 Est. Cost $138.86 Unrealized -32.8%
GIS GENERAL MLS INC 0.3%
Value ($000) $429 Shares 5,116 Est. Cost $55.25 Unrealized +32.0%
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $422 Shares 5,440 Est. Cost $92.40 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $416 Shares 9,794 Est. Cost $46.99 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $402 Shares 8,025 Est. Cost $61.22 Unrealized
VPU VANGUARD WORLD FDS 0.3%
Value ($000) $401 Shares 2,614 Est. Cost $156.16 Unrealized
USD PROSHARES TR 0.3%
Value ($000) $391 Shares 23,628 Est. Cost $41.37 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $391 Shares 16,353 Est. Cost $33.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $380 Shares 9,640 Est. Cost $39.96 Unrealized -23.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $374 Shares 3,171 Est. Cost $62.64 Unrealized +74.7%
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $369 Shares 4,463 Est. Cost $96.15 Unrealized
MMM 3M CO 0.2%
Value ($000) $365 Shares 3,045 Est. Cost $118.15 Unrealized -23.2%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $359 Shares 1,447 Est. Cost $186.13 Unrealized +22.9%
SPSM SPDR SER TR 0.2%
Value ($000) $359 Shares 9,706 Est. Cost $42.74 Unrealized
IGM ISHARES TR 0.2%
Value ($000) $357 Shares 1,276 Est. Cost $438.67 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $355 Shares 1,977 Est. Cost $245.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $354 Shares 1,146 Est. Cost $290.24 Unrealized +2.3%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $351 Shares 3,532 Est. Cost $88.49 Unrealized -2.0%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $345 Shares 1,040 Est. Cost $351.14 Unrealized
IBB ISHARES TR 0.2%
Value ($000) $344 Shares 2,622 Est. Cost $152.29 Unrealized
CCI CROWN CASTLE INC 0.2%
Value ($000) $339 Shares 2,501 Est. Cost $145.49 Unrealized -21.9%
WPC WP CAREY INC 0.2%
Value ($000) $338 Shares 4,330 Est. Cost $82.01 Unrealized
QQQE DIREXION SHS ETF TR 0.2%
Value ($000) $338 Shares 5,293 Est. Cost $77.91 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $337 Shares 3,088 Est. Cost $119.92 Unrealized -18.7%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $335 Shares 1,750 Est. Cost $241.08 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $329 Shares 597 Est. Cost $593.51 Unrealized -11.6%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $328 Shares 2,467 Est. Cost $180.93 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $327 Shares 940 Est. Cost $337.80 Unrealized -4.3%
VCLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $327 Shares 4,313 Est. Cost $105.80 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $326 Shares 8,369 Est. Cost $49.44 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $325 Shares 1,970 Est. Cost $151.91 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $321 Shares 3,898 Est. Cost $83.81 Unrealized -15.1%
MKTX MARKETAXESS HLDGS INC 0.2%
Value ($000) $320 Shares 1,149 Est. Cost $258.39 Unrealized -4.7%
NDAQ NASDAQ INC 0.2%
Value ($000) $319 Shares 5,199 Est. Cost $57.74 Unrealized +3.2%
ICLN ISHARES TR 0.2%
Value ($000) $319 Shares 16,064 Est. Cost $21.19 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $319 Shares 8,412 Est. Cost $48.44 Unrealized
VIS VANGUARD WORLD FDS 0.2%
Value ($000) $318 Shares 1,740 Est. Cost $202.46 Unrealized
T AT&T INC 0.2%
Value ($000) $316 Shares 17,160 Est. Cost $14.67 Unrealized +3.0%
TNA DIREXION SHS ETF TR 0.2%
Value ($000) $314 Shares 9,895 Est. Cost $64.12 Unrealized
ELME ELME COMMUNITIES 0.2%
Value ($000) $313 Shares 17,608 Est. Cost $25.19 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $311 Shares 5,391 Est. Cost $101.68 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $308 Shares 3,006 Est. Cost $120.64 Unrealized -20.8%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $303 Shares 5,675 Est. Cost $46.08 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.2%
Value ($000) $296 Shares 2,092 Est. Cost $203.89 Unrealized -30.3%
AMGN AMGEN INC 0.2%
Value ($000) $295 Shares 1,124 Est. Cost $185.15 Unrealized +31.1%
KRE SPDR SER TR 0.2%
Value ($000) $293 Shares 4,983 Est. Cost $69.12 Unrealized
PAAS PAN AMERN SILVER CORP 0.2%
Value ($000) $292 Shares 17,887 Est. Cost $22.85 Unrealized -30.0%
ZTS ZOETIS INC 0.2%
Value ($000) $282 Shares 1,922 Est. Cost $187.52 Unrealized -23.6%
DE DEERE & CO 0.2%
Value ($000) $281 Shares 656 Est. Cost $330.51 Unrealized +17.6%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $280 Shares 1,787 Est. Cost $178.27 Unrealized -22.7%
NEM NEWMONT CORP 0.2%
Value ($000) $280 Shares 5,924 Est. Cost $48.57 Unrealized -15.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $277 Shares 1,593 Est. Cost $167.28 Unrealized -11.5%
CG CARLYLE GROUP INC 0.2%
Value ($000) $273 Shares 9,164 Est. Cost $40.08 Unrealized -36.5%
IVZ INVESCO LTD 0.2%
Value ($000) $273 Shares 15,174 Est. Cost $17.89 Unrealized -17.5%
KBH KB HOME 0.2%
Value ($000) $268 Shares 8,419 Est. Cost $36.38 Unrealized -22.2%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $265 Shares 1,891 Est. Cost $146.94 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $264 Shares 1,073 Est. Cost $255.22 Unrealized -13.6%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $264 Shares 3,544 Est. Cost $76.99 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $264 Shares 2,620 Est. Cost $110.45 Unrealized
KELLOGG CO 0.2%
Value ($000) $260 Shares 3,652 Est. Cost $51.23 Unrealized +18.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $256 Shares 1,736 Est. Cost $159.62 Unrealized -10.8%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $250 Shares 1,045 Est. Cost $207.28 Unrealized +10.5%
TJX TJX COS INC NEW 0.2%
Value ($000) $250 Shares 3,134 Est. Cost $63.82 Unrealized +10.8%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $249 Shares 3,769 Est. Cost $63.40 Unrealized +14.3%
NVS NOVARTIS AG 0.2%
Value ($000) $247 Shares 2,722 Est. Cost $87.43 Unrealized
BHP BHP GROUP LTD 0.2%
Value ($000) $245 Shares 3,942 Est. Cost $62.06 Unrealized
MIDU DIREXION SHS ETF TR 0.2%
Value ($000) $238 Shares 6,743 Est. Cost $35.29 Unrealized
SBIO ALPS ETF TR 0.2%
Value ($000) $237 Shares 7,800 Est. Cost $27.75 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $235 Shares 923 Est. Cost $225.42 Unrealized -1.0%
FAS DIREXION SHS ETF TR 0.2%
Value ($000) $233 Shares 3,166 Est. Cost $73.54 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $229 Shares 1,195 Est. Cost $199.68 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $229 Shares 5,624 Est. Cost $32.51 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $229 Shares 5,289 Est. Cost $32.52 Unrealized +8.2%
HUM HUMANA INC 0.1%
Value ($000) $228 Shares 444 Est. Cost $416.39 Unrealized +22.0%
MACQUARIE / FIRST TR GLOBAL 0.1%
Value ($000) $227 Shares 28,001 Est. Cost $9.39 Unrealized
PCRX PACIRA BIOSCIENCES INC 0.1%
Value ($000) $225 Shares 5,825 Est. Cost $55.17 Unrealized -11.8%
ALB ALBEMARLE CORP 0.1%
Value ($000) $225 Shares 1,037 Est. Cost $235.00 Unrealized +8.3%
MDYG SPDR SER TR 0.1%
Value ($000) $225 Shares 3,439 Est. Cost $81.26 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $223 Shares 27,333 Est. Cost $10.19 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $215 Shares 6,538 Est. Cost $28.24 Unrealized 0.0%
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $212 Shares 970 Est. Cost $339.00 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $211 Shares 3,446 Est. Cost $52.12 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $209 Shares 809 Est. Cost $241.04 Unrealized 0.0%
SPYV SPDR SER TR 0.1%
Value ($000) $208 Shares 5,354 Est. Cost $38.89 Unrealized
BP BP PLC 0.1%
Value ($000) $208 Shares 5,956 Est. Cost $34.93 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $208 Shares 1,327 Est. Cost $135.28 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $203 Shares 829 Est. Cost $219.76 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $200 Shares 2,014 Est. Cost $131.63 Unrealized -23.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $175 Shares 19,233 Est. Cost $8.01 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $168 Shares 2,000 Est. Cost $126.99 Unrealized -22.2%
HIMX HIMAX TECHNOLOGIES INC 0.1%
Value ($000) $166 Shares 26,755 Est. Cost $12.77 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $166 Shares 2,000 Est. Cost $111.53 Unrealized -15.4%
CPNG COUPANG INC 0.1%
Value ($000) $160 Shares 10,862 Est. Cost $13.63 Unrealized +29.4%
BGS B & G FOODS INC NEW 0.1%
Value ($000) $151 Shares 13,571 Est. Cost $19.68 Unrealized -49.1%
FST TR NEW OPPORT MLP & ENE 0.1%
Value ($000) $134 Shares 22,223 Est. Cost $5.51 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $128 Shares 11,978 Est. Cost $11.12 Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $115 Shares 10,296 Est. Cost $8.43 Unrealized +7.4%
AXIA CENTRAIS ELETRICAS BRASILEIR 0.1%
Value ($000) $111 Shares 13,970 Est. Cost $6.38 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.1%
Value ($000) $109 Shares 11,866 Est. Cost $18.33 Unrealized
BHC BAUSCH HEALTH COS INC 0.1%
Value ($000) $105 Shares 16,759 Est. Cost $18.16 Unrealized -61.5%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $95 Shares 11,000 Est. Cost $12.17 Unrealized
ILPT INDUSTRIAL LOGISTICS PPTYS T 0.0%
Value ($000) $49 Shares 15,049 Est. Cost $15.85 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $45 Shares 47,389 Est. Cost $2.49 Unrealized -50.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $44 Shares 500 Est. Cost $113.39 Unrealized
V VISA INC 0.0%
Value ($000) $42 Shares 200 Est. Cost $208.00 Unrealized -5.3%
AAPL APPLE INC 0.0%
Value ($000) $39 Shares 300 Est. Cost $154.48 Unrealized -8.9%
MSFT MICROSOFT CORP 0.0%
Value ($000) $24 Shares 100 Est. Cost $308.79 Unrealized -24.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $187.19 Unrealized +10.4%
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $23 Shares 12,860 Est. Cost $2.89 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $21 Shares 100 Est. Cost $231.48 Unrealized -19.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $20 Shares 300 Est. Cost $55.74 Unrealized -13.2%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $18 Shares 100 Est. Cost $145.89 Unrealized +7.7%
INHIBIKASE THERAPEUTICS INC 0.0%
Value ($000) $18 Shares 35,212 Est. Cost $1.47 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $35.50 Unrealized -5.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $15 Shares 100 Est. Cost $24.85 Unrealized -41.1%
WMT WALMART INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $45.10 Unrealized +1.2%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $13 Shares 100 Est. Cost $141.02 Unrealized -16.6%
META META PLATFORMS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $286.45 Unrealized -59.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $102.21 Unrealized -14.3%
ALKALINE WTR CO INC 0.0%
Value ($000) $5 Shares 26,900 Est. Cost $1.13 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.08 Unrealized -36.5%