TRUE Private Wealth Advisors Diversified Active

CIK: 0001667074 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 11, 2023

Total Value ($000): $676,943 (100.0% shares, 0.0% debt)

Holdings (241)

SHY ISHARES TR 9.5%
Value ($000) $64,137 Shares 791,039 Est. Cost $82.13 Unrealized
IXUS ISHARES TR 8.5%
Value ($000) $57,670 Shares 920,951 Est. Cost $58.26 Unrealized
ITOT ISHARES TR 5.9%
Value ($000) $39,713 Shares 405,894 Est. Cost $73.70 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 5.7%
Value ($000) $38,387 Shares 256,527 Est. Cost $143.68 Unrealized
PFF ISHARES TR 5.2%
Value ($000) $35,385 Shares 1,144,043 Est. Cost $31.18 Unrealized
AGG ISHARES TR 4.9%
Value ($000) $33,473 Shares 341,740 Est. Cost $96.44 Unrealized
AAPL APPLE INC 4.7%
Value ($000) $31,666 Shares 163,255 Est. Cost $89.25 Unrealized +92.8%
FDL FIRST TR MORNINGSTAR DIVID L 4.5%
Value ($000) $30,363 Shares 892,778 Est. Cost $35.90 Unrealized
IWD ISHARES TR 3.4%
Value ($000) $23,341 Shares 147,890 Est. Cost $171.65 Unrealized
IJH ISHARES TR 2.7%
Value ($000) $18,428 Shares 70,477 Est. Cost $682.85 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $16,834 Shares 49,434 Est. Cost $133.29 Unrealized +130.5%
VGT VANGUARD WORLD FDS 1.6%
Value ($000) $11,042 Shares 24,974 Est. Cost $4202.09 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $8,850 Shares 67,889 Est. Cost $120.95 Unrealized -5.6%
IVV ISHARES TR 1.1%
Value ($000) $7,388 Shares 16,575 Est. Cost $2008.46 Unrealized
IEFA ISHARES TR 0.9%
Value ($000) $6,321 Shares 93,646 Est. Cost $66.58 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $6,177 Shares 16,720 Est. Cost $306.25 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $5,583 Shares 38,385 Est. Cost $90.05 Unrealized +44.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $5,536 Shares 16,234 Est. Cost $238.53 Unrealized +36.8%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $5,429 Shares 34,505 Est. Cost $81.27 Unrealized +76.3%
IUSB ISHARES TR 0.8%
Value ($000) $5,167 Shares 113,640 Est. Cost $48.83 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $5,127 Shares 139,765 Est. Cost $27.50 Unrealized +20.8%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $5,066 Shares 47,233 Est. Cost $69.90 Unrealized +42.5%
AOR ISHARES TR 0.7%
Value ($000) $5,059 Shares 98,323 Est. Cost $49.79 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $5,001 Shares 26,998 Est. Cost $110.87 Unrealized +53.8%
LLY LILLY ELI & CO 0.7%
Value ($000) $4,511 Shares 9,618 Est. Cost $91.60 Unrealized +349.2%
ABBV ABBVIE INC 0.7%
Value ($000) $4,508 Shares 33,457 Est. Cost $77.70 Unrealized +72.1%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $4,319 Shares 17,640 Est. Cost $2704.78 Unrealized
IYW ISHARES TR 0.6%
Value ($000) $4,278 Shares 39,292 Est. Cost $100.52 Unrealized
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,260 Shares 65,460 Est. Cost $59.13 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $4,142 Shares 9,343 Est. Cost $400.94 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $4,103 Shares 41,887 Est. Cost $58.81 Unrealized +56.9%
GOOGL ALPHABET INC 0.6%
Value ($000) $3,989 Shares 33,328 Est. Cost $108.06 Unrealized +5.7%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $3,846 Shares 7,144 Est. Cost $288.27 Unrealized +69.0%
EMR EMERSON ELEC CO 0.6%
Value ($000) $3,766 Shares 41,666 Est. Cost $61.37 Unrealized +30.5%
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,743 Shares 22,043 Est. Cost $2939.40 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $3,575 Shares 8,452 Est. Cost $21.95 Unrealized +51.1%
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $3,549 Shares 105,276 Est. Cost $1026.07 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $3,531 Shares 55,222 Est. Cost $55.23 Unrealized +6.7%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $3,446 Shares 10,683 Est. Cost $207.96 Unrealized +48.1%
MMM 3M CO 0.5%
Value ($000) $3,166 Shares 31,630 Est. Cost $102.82 Unrealized -24.6%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,014 Shares 18,211 Est. Cost $103.09 Unrealized +44.4%
BAC BANK AMERICA CORP 0.4%
Value ($000) $2,974 Shares 103,671 Est. Cost $34.84 Unrealized -23.6%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,894 Shares 27,932 Est. Cost $105.75 Unrealized -10.7%
TSLA TESLA INC 0.4%
Value ($000) $2,878 Shares 10,996 Est. Cost $226.24 Unrealized -11.6%
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,764 Shares 25,755 Est. Cost $80.66 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $2,627 Shares 79,506 Est. Cost $31.26 Unrealized -9.1%
CWB SPDR SER TR 0.4%
Value ($000) $2,594 Shares 37,081 Est. Cost $71.33 Unrealized
NKE NIKE INC 0.4%
Value ($000) $2,517 Shares 22,804 Est. Cost $89.93 Unrealized +23.8%
IEMG ISHARES INC 0.4%
Value ($000) $2,493 Shares 50,576 Est. Cost $49.68 Unrealized
TMV DIREXION SHS ETF TR 0.4%
Value ($000) $2,397 Shares 20,710 Est. Cost $89.79 Unrealized
ICVT ISHARES TR 0.4%
Value ($000) $2,395 Shares 31,371 Est. Cost $76.36 Unrealized
BROS DUTCH BROS INC 0.3%
Value ($000) $2,309 Shares 81,150 Est. Cost $41.09 Unrealized -27.8%
GOOG ALPHABET INC 0.3%
Value ($000) $2,294 Shares 18,961 Est. Cost $107.54 Unrealized +6.8%
QUAL ISHARES TR 0.3%
Value ($000) $2,262 Shares 16,774 Est. Cost $127.28 Unrealized
BA BOEING CO 0.3%
Value ($000) $2,163 Shares 10,243 Est. Cost $204.07 Unrealized +1.8%
IOO ISHARES TR 0.3%
Value ($000) $2,110 Shares 27,735 Est. Cost $76.06 Unrealized
MBB ISHARES TR 0.3%
Value ($000) $2,006 Shares 21,509 Est. Cost $4937.91 Unrealized
VDC VANGUARD WORLD FDS 0.3%
Value ($000) $1,895 Shares 9,746 Est. Cost $9361.33 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $1,885 Shares 19,760 Est. Cost $91.96 Unrealized
AOA ISHARES TR 0.3%
Value ($000) $1,878 Shares 28,309 Est. Cost $61.96 Unrealized
TECL DIREXION SHS ETF TR 0.3%
Value ($000) $1,864 Shares 34,499 Est. Cost $256.85 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $1,723 Shares 10,691 Est. Cost $135.63 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,712 Shares 46,030 Est. Cost $32.64 Unrealized -4.4%
GOVT ISHARES TR 0.2%
Value ($000) $1,658 Shares 72,406 Est. Cost $24.87 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $1,581 Shares 15,861 Est. Cost $504.09 Unrealized
V VISA INC 0.2%
Value ($000) $1,464 Shares 6,166 Est. Cost $150.64 Unrealized +49.0%
AAPU DIREXION SHS ETF TR 0.2%
Value ($000) $1,453 Shares 49,905 Est. Cost $24.15 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $1,446 Shares 39,729 Est. Cost $35.12 Unrealized
ESGU ISHARES TR 0.2%
Value ($000) $1,403 Shares 14,397 Est. Cost $85.20 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,381 Shares 19,596 Est. Cost $868.38 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $1,328 Shares 17,565 Est. Cost $50.72 Unrealized +34.1%
CRM SALESFORCE INC 0.2%
Value ($000) $1,325 Shares 6,272 Est. Cost $103.36 Unrealized +95.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,285 Shares 24,833 Est. Cost $37.54 Unrealized +21.2%
MSFU DIREXION SHS ETF TR 0.2%
Value ($000) $1,221 Shares 34,115 Est. Cost $30.38 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $1,209 Shares 24,695 Est. Cost $49.93 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,203 Shares 12,323 Est. Cost $62.50 Unrealized +35.2%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,202 Shares 7,918 Est. Cost $102.24 Unrealized +38.2%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,134 Shares 6,360 Est. Cost $155.78 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,122 Shares 3,909 Est. Cost $146.55 Unrealized +67.2%
AMZU DIREXION SHS ETF TR 0.2%
Value ($000) $1,114 Shares 47,687 Est. Cost $18.57 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,089 Shares 10,992 Est. Cost $58.25 Unrealized +67.0%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,088 Shares 25,481 Est. Cost $39.16 Unrealized -3.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,035 Shares 4,205 Est. Cost $132.49 Unrealized +61.3%
DVY ISHARES TR 0.1%
Value ($000) $974 Shares 8,599 Est. Cost $122.65 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $922 Shares 12,406 Est. Cost $7534.35 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $914 Shares 11,262 Est. Cost $1562.74 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $906 Shares 15,047 Est. Cost $52.02 Unrealized +10.3%
IWB ISHARES TR 0.1%
Value ($000) $897 Shares 3,680 Est. Cost $128.25 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $885 Shares 3,463 Est. Cost $68.38 Unrealized +52.2%
PROSHARES TR 0.1%
Value ($000) $844 Shares 60,840 Est. Cost $15.40 Unrealized
ERX DIREXION SHS ETF TR 0.1%
Value ($000) $843 Shares 15,411 Est. Cost $35.99 Unrealized
NWN NORTHWEST NAT HLDG CO 0.1%
Value ($000) $816 Shares 18,962 Est. Cost $64.60 Unrealized -30.1%
TIP ISHARES TR 0.1%
Value ($000) $809 Shares 7,521 Est. Cost $122.65 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $776 Shares 2,601 Est. Cost $160.02 Unrealized +70.7%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $769 Shares 9,199 Est. Cost $1416.24 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $768 Shares 7,106 Est. Cost $123.52 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $745 Shares 1,550 Est. Cost $241.43 Unrealized +92.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $724 Shares 5,414 Est. Cost $93.45 Unrealized +26.3%
HD HOME DEPOT INC 0.1%
Value ($000) $722 Shares 2,324 Est. Cost $144.06 Unrealized +91.9%
MS MORGAN STANLEY 0.1%
Value ($000) $711 Shares 8,328 Est. Cost $41.28 Unrealized +89.8%
KEY KEYCORP 0.1%
Value ($000) $711 Shares 76,927 Est. Cost $11.65 Unrealized -22.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $707 Shares 10,807 Est. Cost $60.57 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $695 Shares 4,807 Est. Cost $83.23 Unrealized +46.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $661 Shares 15,902 Est. Cost $31.24 Unrealized +17.3%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $657 Shares 12,144 Est. Cost $47.95 Unrealized
BANK MONTREAL MEDIUM 0.1%
Value ($000) $656 Shares 3,503 Est. Cost $187.20 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $652 Shares 14,399 Est. Cost $31.88 Unrealized +14.7%
MRK MERCK & CO INC 0.1%
Value ($000) $650 Shares 5,636 Est. Cost $48.62 Unrealized +114.9%
F FORD MTR CO DEL 0.1%
Value ($000) $637 Shares 42,086 Est. Cost $7.96 Unrealized +34.4%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $631 Shares 17,421 Est. Cost $37.49 Unrealized -21.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $626 Shares 3,016 Est. Cost $112.53 Unrealized +56.0%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $621 Shares 11,678 Est. Cost $51.99 Unrealized -12.6%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $620 Shares 4,490 Est. Cost $98.13 Unrealized +28.2%
IUSG ISHARES TR 0.1%
Value ($000) $607 Shares 6,215 Est. Cost $5440.93 Unrealized
TSLL DIREXION SHS ETF TR 0.1%
Value ($000) $604 Shares 34,787 Est. Cost $13.77 Unrealized
GCOW PACER FDS TR 0.1%
Value ($000) $582 Shares 17,543 Est. Cost $33.63 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $577 Shares 5,297 Est. Cost $84.49 Unrealized +20.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $568 Shares 1,090 Est. Cost $412.52 Unrealized +29.8%
ATS ATS CORPORATION 0.1%
Value ($000) $568 Shares 12,323 Est. Cost $43.03 Unrealized 0.0%
COLB COLUMBIA BKG SYS INC 0.1%
Value ($000) $566 Shares 27,885 Est. Cost $21.88 Unrealized -18.2%
LOW LOWES COS INC 0.1%
Value ($000) $556 Shares 2,463 Est. Cost $131.84 Unrealized +50.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $552 Shares 7,596 Est. Cost $1776.13 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $547 Shares 16,364 Est. Cost $35.32 Unrealized -13.0%
BX BLACKSTONE INC 0.1%
Value ($000) $534 Shares 5,746 Est. Cost $39.41 Unrealized +103.4%
DE DEERE & CO 0.1%
Value ($000) $534 Shares 1,318 Est. Cost $295.88 Unrealized +24.3%
ORCL ORACLE CORP 0.1%
Value ($000) $533 Shares 4,477 Est. Cost $56.37 Unrealized +78.1%
CLX CLOROX CO DEL 0.1%
Value ($000) $527 Shares 3,313 Est. Cost $149.55 Unrealized -1.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $518 Shares 1 Est. Cost $199512.94 Unrealized +149.5%
TLH ISHARES TR 0.1%
Value ($000) $503 Shares 4,542 Est. Cost $114.92 Unrealized
KR KROGER CO 0.1%
Value ($000) $495 Shares 10,523 Est. Cost $39.74 Unrealized +13.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $482 Shares 2,966 Est. Cost $132.59 Unrealized
SNAP SNAP INC 0.1%
Value ($000) $477 Shares 40,287 Est. Cost $19.45 Unrealized -48.4%
AOM ISHARES TR 0.1%
Value ($000) $476 Shares 11,790 Est. Cost $41.80 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $470 Shares 10,641 Est. Cost $52.42 Unrealized
FBL GRANITESHARES ETF TR 0.1%
Value ($000) $460 Shares 5,077 Est. Cost $90.65 Unrealized
PROSHARES TR 0.1%
Value ($000) $452 Shares 13,191 Est. Cost $43.57 Unrealized
PROSHARES TR 0.1%
Value ($000) $451 Shares 34,079 Est. Cost $14.59 Unrealized
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $449 Shares 5,982 Est. Cost $28.24 Unrealized +119.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $448 Shares 7,907 Est. Cost $46.68 Unrealized
INTU INTUIT 0.1%
Value ($000) $444 Shares 969 Est. Cost $344.96 Unrealized +24.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $444 Shares 3,969 Est. Cost $70.13 Unrealized +44.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $442 Shares 6,060 Est. Cost $42.69 Unrealized +60.6%
FISV FISERV INC 0.1%
Value ($000) $437 Shares 3,462 Est. Cost $103.48 Unrealized +13.8%
WMT WALMART INC 0.1%
Value ($000) $435 Shares 2,766 Est. Cost $34.95 Unrealized +40.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $422 Shares 2,354 Est. Cost $84.09 Unrealized +83.8%
AVGO BROADCOM INC 0.1%
Value ($000) $419 Shares 483 Est. Cost $51.44 Unrealized +33.6%
IUSV ISHARES TR 0.1%
Value ($000) $416 Shares 5,311 Est. Cost $5633.50 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $415 Shares 4,651 Est. Cost $117.36 Unrealized -21.1%
TQQQ PROSHARES TR 0.1%
Value ($000) $403 Shares 9,827 Est. Cost $28.26 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $399 Shares 11,915 Est. Cost $24.39 Unrealized +14.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $388 Shares 7,017 Est. Cost $51.31 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $379 Shares 1,109 Est. Cost $294.56 Unrealized +2.7%
AOK ISHARES TR 0.1%
Value ($000) $377 Shares 10,687 Est. Cost $34.96 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.1%
Value ($000) $372 Shares 7,200 Est. Cost $33.60 Unrealized +55.9%
COWZ PACER FDS TR 0.1%
Value ($000) $367 Shares 7,667 Est. Cost $42.89 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $366 Shares 2,318 Est. Cost $125.76 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $351 Shares 1,580 Est. Cost $179.22 Unrealized +19.2%
NOW SERVICENOW INC 0.1%
Value ($000) $342 Shares 608 Est. Cost $115.28 Unrealized -13.3%
NFLX NETFLIX INC 0.1%
Value ($000) $340 Shares 773 Est. Cost $26.76 Unrealized +37.6%
REM ISHARES TR 0.1%
Value ($000) $339 Shares 14,363 Est. Cost $21.07 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $333 Shares 1,516 Est. Cost $224.63 Unrealized -9.5%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $332 Shares 2,336 Est. Cost $21592.25 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $326 Shares 829 Est. Cost $299.33 Unrealized +23.6%
IYE ISHARES TR 0.0%
Value ($000) $316 Shares 7,375 Est. Cost $29.11 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $314 Shares 6,528 Est. Cost $47.03 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $310 Shares 4,271 Est. Cost $71.54 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $309 Shares 7,883 Est. Cost $26.60 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $306 Shares 991 Est. Cost $266.71 Unrealized +4.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $300 Shares 4,050 Est. Cost $61.11 Unrealized
AON AON PLC 0.0%
Value ($000) $300 Shares 868 Est. Cost $264.99 Unrealized +20.3%
MUB ISHARES TR 0.0%
Value ($000) $299 Shares 2,803 Est. Cost $116.25 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $298 Shares 2,479 Est. Cost $77.65 Unrealized +61.0%
MOS MOSAIC CO NEW 0.0%
Value ($000) $296 Shares 8,463 Est. Cost $28.94 Unrealized +23.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $294 Shares 601 Est. Cost $402.84 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $293 Shares 2,421 Est. Cost $79.97 Unrealized +37.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $288 Shares 3,426 Est. Cost $65.59 Unrealized +21.9%
PSA PUBLIC STORAGE 0.0%
Value ($000) $288 Shares 988 Est. Cost $187.99 Unrealized +38.8%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $286 Shares 1,949 Est. Cost $115.66 Unrealized +20.5%
T AT&T INC 0.0%
Value ($000) $284 Shares 17,811 Est. Cost $16.17 Unrealized -8.6%
SO SOUTHERN CO 0.0%
Value ($000) $280 Shares 3,981 Est. Cost $44.35 Unrealized +47.2%
ARKK ARK ETF TR 0.0%
Value ($000) $279 Shares 6,322 Est. Cost $40.34 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $279 Shares 4,662 Est. Cost $41.65 Unrealized +15.6%
SIGA SIGA TECHNOLOGIES INC 0.0%
Value ($000) $273 Shares 54,114 Est. Cost $5.00 Unrealized -7.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $273 Shares 1,909 Est. Cost $139.44 Unrealized -0.7%
ICSH ISHARES TR 0.0%
Value ($000) $272 Shares 5,408 Est. Cost $50.50 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $272 Shares 2,282 Est. Cost $73.33 Unrealized +47.7%
SMMD ISHARES TR 0.0%
Value ($000) $266 Shares 4,629 Est. Cost $56.76 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $266 Shares 1,818 Est. Cost $119.97 Unrealized +1.8%
MET METLIFE INC 0.0%
Value ($000) $266 Shares 4,700 Est. Cost $31.17 Unrealized +64.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $265 Shares 3,002 Est. Cost $66.93 Unrealized +9.8%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $264 Shares 1,466 Est. Cost $169.75 Unrealized -6.3%
IWY ISHARES TR 0.0%
Value ($000) $263 Shares 1,660 Est. Cost $138.95 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $260 Shares 1,293 Est. Cost $160.77 Unrealized +6.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $258 Shares 3,100 Est. Cost $199.37 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $258 Shares 1,033 Est. Cost $123.17 Unrealized +97.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $256 Shares 4,060 Est. Cost $52.47 Unrealized +21.0%
GGLL DIREXION SHS ETF TR 0.0%
Value ($000) $255 Shares 9,519 Est. Cost $26.77 Unrealized
BBBY OVERSTOCK COM INC DEL 0.0%
Value ($000) $252 Shares 7,747 Est. Cost $20.31 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $252 Shares 1,232 Est. Cost $214.44 Unrealized -12.8%
AZO AUTOZONE INC 0.0%
Value ($000) $252 Shares 101 Est. Cost $1178.85 Unrealized +116.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $247 Shares 841 Est. Cost $241.04 Unrealized +15.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $245 Shares 1,412 Est. Cost $151.01 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $245 Shares 4,319 Est. Cost $22.70 Unrealized +119.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $242 Shares 2,140 Est. Cost $95.52 Unrealized +9.6%
XYL XYLEM INC 0.0%
Value ($000) $241 Shares 2,140 Est. Cost $101.03 Unrealized +1.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $239 Shares 1,425 Est. Cost $160.37 Unrealized -3.2%
DGRO ISHARES TR 0.0%
Value ($000) $236 Shares 4,574 Est. Cost $50.32 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $235 Shares 3,787 Est. Cost $84.92 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $234 Shares 1,444 Est. Cost $159.18 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $233 Shares 9,178 Est. Cost $28.90 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $232 Shares 1,849 Est. Cost $125.89 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $230 Shares 2,560 Est. Cost $86.60 Unrealized -1.7%
OC OWENS CORNING NEW 0.0%
Value ($000) $229 Shares 1,754 Est. Cost $109.58 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $228 Shares 2,000 Est. Cost $90.52 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $227 Shares 1,180 Est. Cost $169.11 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $226 Shares 904 Est. Cost $197.50 Unrealized +11.2%
ICOW PACER FDS TR 0.0%
Value ($000) $226 Shares 7,601 Est. Cost $29.61 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $226 Shares 351 Est. Cost $642.86 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $225 Shares 650 Est. Cost $345.94 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $221 Shares 723 Est. Cost $257.74 Unrealized +9.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $218 Shares 2,572 Est. Cost $76.14 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $218 Shares 575 Est. Cost $328.87 Unrealized +12.2%
HPQ HP INC 0.0%
Value ($000) $217 Shares 7,056 Est. Cost $25.72 Unrealized +5.4%
TGT TARGET CORP 0.0%
Value ($000) $215 Shares 1,631 Est. Cost $109.83 Unrealized +22.9%
EMB ISHARES TR 0.0%
Value ($000) $215 Shares 2,482 Est. Cost $90.20 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $214 Shares 456 Est. Cost $473.00 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $214 Shares 3,814 Est. Cost $55.25 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $209 Shares 2,274 Est. Cost $76.26 Unrealized -0.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $207 Shares 1,085 Est. Cost $172.70 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $205 Shares 4,779 Est. Cost $39.30 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $200 Shares 1,996 Est. Cost $91.30 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $161 Shares 14,329 Est. Cost $10.44 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $152 Shares 11,975 Est. Cost $8.28 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $118 Shares 10,100 Est. Cost $11.66 Unrealized
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $117 Shares 10,950 Est. Cost $10.32 Unrealized
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $112 Shares 11,300 Est. Cost $9.93 Unrealized
VERICITY INC 0.0%
Value ($000) $100 Shares 16,548 Est. Cost $9.83 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $93 Shares 12,210 Est. Cost $8.03 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $65 Shares 14,289 Est. Cost $5.82 Unrealized
22ND CENTY GROUP INC 0.0%
Value ($000) $42 Shares 110,379 Est. Cost $0.98 Unrealized
CANOO INC 0.0%
Value ($000) $5 Shares 11,278 Est. Cost $1.86 Unrealized