Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $179,576 (100.0% shares, 0.0% debt)

Holdings (204)

AAPL APPLE INC 3.9%
Value ($000) $7,060 Shares 41,239 Est. Cost $154.48 Unrealized +17.4%
NVDA NVIDIA CORPORATION 3.5%
Value ($000) $6,272 Shares 14,418 Est. Cost $34.97 Unrealized +28.0%
QQQ INVESCO QQQ TR 2.9%
Value ($000) $5,246 Shares 14,643 Est. Cost $392.05 Unrealized
VO VANGUARD INDEX FDS 2.3%
Value ($000) $4,160 Shares 19,979 Est. Cost $232.86 Unrealized
ABBV ABBVIE INC 2.2%
Value ($000) $3,936 Shares 26,409 Est. Cost $110.79 Unrealized +22.1%
META META PLATFORMS INC 2.1%
Value ($000) $3,820 Shares 12,725 Est. Cost $290.35 Unrealized +3.1%
AMZN AMAZON COM INC 2.0%
Value ($000) $3,562 Shares 28,021 Est. Cost $127.72 Unrealized +4.9%
ETN EATON CORP PLC 2.0%
Value ($000) $3,559 Shares 16,689 Est. Cost $177.35 Unrealized +18.2%
AVGO BROADCOM INC 1.9%
Value ($000) $3,500 Shares 4,213 Est. Cost $69.22 Unrealized +21.3%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $3,268 Shares 27,790 Est. Cost $54.54 Unrealized +85.2%
MSFT MICROSOFT CORP 1.7%
Value ($000) $3,128 Shares 9,906 Est. Cost $306.83 Unrealized +5.8%
BA BOEING CO 1.7%
Value ($000) $3,018 Shares 15,743 Est. Cost $202.32 Unrealized +8.1%
GOOG ALPHABET INC 1.7%
Value ($000) $2,987 Shares 22,657 Est. Cost $115.41 Unrealized +11.8%
BX BLACKSTONE INC 1.5%
Value ($000) $2,762 Shares 25,782 Est. Cost $112.35 Unrealized -13.3%
GOOGL ALPHABET INC 1.5%
Value ($000) $2,647 Shares 20,229 Est. Cost $111.16 Unrealized +15.5%
VB VANGUARD INDEX FDS 1.4%
Value ($000) $2,568 Shares 13,584 Est. Cost $210.32 Unrealized
V VISA INC 1.3%
Value ($000) $2,344 Shares 10,192 Est. Cost $212.14 Unrealized +11.3%
RTX RTX CORPORATION 1.3%
Value ($000) $2,338 Shares 32,487 Est. Cost $80.26 Unrealized +1.2%
BAC BANK AMERICA CORP 1.1%
Value ($000) $2,031 Shares 74,176 Est. Cost $38.19 Unrealized -27.2%
CVS CVS HEALTH CORP 1.1%
Value ($000) $1,913 Shares 27,397 Est. Cost $79.99 Unrealized -19.3%
ABT ABBOTT LABS 1.0%
Value ($000) $1,829 Shares 18,880 Est. Cost $113.15 Unrealized -11.2%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $1,807 Shares 5,586 Est. Cost $334.82 Unrealized -5.8%
PEP PEPSICO INC 1.0%
Value ($000) $1,786 Shares 10,543 Est. Cost $151.83 Unrealized +10.1%
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $1,784 Shares 107,585 Est. Cost $13.72 Unrealized +11.2%
CAT CATERPILLAR INC 1.0%
Value ($000) $1,753 Shares 6,419 Est. Cost $222.53 Unrealized +17.5%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $1,685 Shares 11,617 Est. Cost $141.76 Unrealized +0.4%
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $1,681 Shares 22,222 Est. Cost $115.83 Unrealized
ZVRA ZEVRA THERAPEUTICS INC 0.9%
Value ($000) $1,674 Shares 347,402 Est. Cost $7.44 Unrealized -32.9%
LLY ELI LILLY & CO 0.8%
Value ($000) $1,482 Shares 2,759 Est. Cost $277.28 Unrealized +82.8%
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $1,475 Shares 36,104 Est. Cost $43.01 Unrealized -5.4%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,426 Shares 8,459 Est. Cost $98.89 Unrealized +47.4%
SUPN SUPERNUS PHARMACEUTICALS INC 0.8%
Value ($000) $1,423 Shares 51,608 Est. Cost $30.39 Unrealized +0.2%
HD HOME DEPOT INC 0.8%
Value ($000) $1,413 Shares 4,678 Est. Cost $337.91 Unrealized -10.3%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,360 Shares 5,161 Est. Cost $229.60 Unrealized +17.4%
LVS LAS VEGAS SANDS CORP 0.8%
Value ($000) $1,350 Shares 29,445 Est. Cost $40.40 Unrealized +28.0%
GXO GXO LOGISTICS INCORPORATED 0.8%
Value ($000) $1,348 Shares 22,978 Est. Cost $65.47 Unrealized -4.5%
DEO DIAGEO PLC 0.7%
Value ($000) $1,301 Shares 8,723 Est. Cost $196.10 Unrealized
NGG NATIONAL GRID PLC 0.7%
Value ($000) $1,283 Shares 21,160 Est. Cost $71.40 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $1,248 Shares 13,475 Est. Cost $76.31 Unrealized +12.9%
MRK MERCK & CO INC 0.7%
Value ($000) $1,240 Shares 12,049 Est. Cost $76.94 Unrealized +29.8%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $1,238 Shares 10,247 Est. Cost $116.06 Unrealized +1.5%
MS MORGAN STANLEY 0.7%
Value ($000) $1,207 Shares 14,779 Est. Cost $84.84 Unrealized -5.4%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,183 Shares 2,892 Est. Cost $354.29 Unrealized +17.2%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,180 Shares 10,628 Est. Cost $141.57 Unrealized -22.3%
TQQQ PROSHARES TR 0.7%
Value ($000) $1,179 Shares 33,105 Est. Cost $95.82 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,149 Shares 4,220 Est. Cost $304.38 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.6%
Value ($000) $1,139 Shares 70,589 Est. Cost $27.74 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $1,111 Shares 33,485 Est. Cost $37.23 Unrealized -17.9%
ROM PROSHARES TR 0.6%
Value ($000) $1,108 Shares 28,282 Est. Cost $80.54 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $1,102 Shares 30,986 Est. Cost $44.04 Unrealized -22.3%
WYNN WYNN RESORTS LTD 0.6%
Value ($000) $1,090 Shares 11,795 Est. Cost $93.30 Unrealized +4.9%
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $1,081 Shares 28,995 Est. Cost $35.59 Unrealized +9.6%
CLX CLOROX CO DEL 0.6%
Value ($000) $1,076 Shares 8,210 Est. Cost $142.30 Unrealized -1.7%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $1,056 Shares 14,848 Est. Cost $70.90 Unrealized -0.0%
BABA ALIBABA GROUP HLDG LTD 0.6%
Value ($000) $1,054 Shares 12,155 Est. Cost $101.59 Unrealized
FIRST TR ENERGY INFRASTRCTR 0.5%
Value ($000) $985 Shares 65,092 Est. Cost $13.63 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $976 Shares 6,264 Est. Cost $146.26 Unrealized +4.8%
DOW DOW INC 0.5%
Value ($000) $975 Shares 18,909 Est. Cost $45.03 Unrealized +2.8%
SO SOUTHERN CO 0.5%
Value ($000) $966 Shares 14,930 Est. Cost $55.09 Unrealized +15.8%
GE GENERAL ELECTRIC CO 0.5%
Value ($000) $936 Shares 8,468 Est. Cost $69.06 Unrealized +28.4%
NVO NOVO-NORDISK A S 0.5%
Value ($000) $918 Shares 10,097 Est. Cost $103.58 Unrealized
YETI YETI HLDGS INC 0.5%
Value ($000) $872 Shares 18,080 Est. Cost $44.48 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $868 Shares 7,168 Est. Cost $137.27 Unrealized -17.2%
DVY ISHARES TR 0.5%
Value ($000) $858 Shares 7,972 Est. Cost $122.40 Unrealized
DE DEERE & CO 0.5%
Value ($000) $858 Shares 2,273 Est. Cost $374.47 Unrealized +6.3%
C CITIGROUP INC 0.5%
Value ($000) $846 Shares 20,573 Est. Cost $45.71 Unrealized -11.5%
IHI ISHARES TR 0.5%
Value ($000) $818 Shares 16,867 Est. Cost $65.54 Unrealized
FIRST TR ENERGY INCOME & GRO 0.5%
Value ($000) $810 Shares 61,585 Est. Cost $13.90 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $809 Shares 5,545 Est. Cost $135.42 Unrealized +6.4%
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $802 Shares 3,413 Est. Cost $265.79 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $772 Shares 10,304 Est. Cost $58.62 Unrealized +20.6%
HON HONEYWELL INTL INC 0.4%
Value ($000) $767 Shares 4,154 Est. Cost $184.47 Unrealized -5.8%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $758 Shares 1,915 Est. Cost $367.94 Unrealized +7.7%
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $745 Shares 6,899 Est. Cost $112.58 Unrealized -8.3%
TDIV FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $738 Shares 13,161 Est. Cost $62.40 Unrealized
IYT ISHARES TR 0.4%
Value ($000) $719 Shares 3,077 Est. Cost $276.31 Unrealized
ITB ISHARES TR 0.4%
Value ($000) $716 Shares 9,126 Est. Cost $80.58 Unrealized
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $711 Shares 1,714 Est. Cost $455.10 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $707 Shares 12,176 Est. Cost $49.99 Unrealized +8.7%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $701 Shares 6,781 Est. Cost $111.40 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $690 Shares 7,558 Est. Cost $102.21 Unrealized -9.5%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $684 Shares 9,164 Est. Cost $28.62 Unrealized +4.4%
USD PROSHARES TR 0.4%
Value ($000) $682 Shares 17,712 Est. Cost $41.37 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $678 Shares 5,641 Est. Cost $64.72 Unrealized +59.7%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $677 Shares 4,823 Est. Cost $109.03 Unrealized +20.8%
IRM IRON MTN INC DEL 0.4%
Value ($000) $674 Shares 11,345 Est. Cost $40.33 Unrealized +39.7%
AFL AFLAC INC 0.4%
Value ($000) $669 Shares 8,718 Est. Cost $50.98 Unrealized +38.3%
SHEL SHELL PLC 0.4%
Value ($000) $668 Shares 10,379 Est. Cost $54.73 Unrealized
XPO XPO INC 0.4%
Value ($000) $637 Shares 8,531 Est. Cost $59.05 Unrealized +16.9%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $616 Shares 4,041 Est. Cost $156.02 Unrealized 0.0%
ALLY ALLY FINL INC 0.3%
Value ($000) $611 Shares 22,903 Est. Cost $35.31 Unrealized -27.5%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $611 Shares 2,395 Est. Cost $311.25 Unrealized -15.7%
WMT WALMART INC 0.3%
Value ($000) $608 Shares 3,801 Est. Cost $45.12 Unrealized +14.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $605 Shares 7,469 Est. Cost $136.78 Unrealized -39.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.3%
Value ($000) $601 Shares 6,940 Est. Cost $21.95 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $581 Shares 1,479 Est. Cost $419.79 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $569 Shares 1,507 Est. Cost $43.69 Unrealized -3.0%
IGM ISHARES TR 0.3%
Value ($000) $562 Shares 1,471 Est. Cost $429.72 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $555 Shares 6,284 Est. Cost $86.25 Unrealized -3.1%
PSA PUBLIC STORAGE 0.3%
Value ($000) $540 Shares 2,049 Est. Cost $253.67 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $497 Shares 2,472 Est. Cost $285.22 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $495 Shares 9,306 Est. Cost $60.16 Unrealized
FISV FISERV INC 0.3%
Value ($000) $486 Shares 4,300 Est. Cost $102.82 Unrealized +19.8%
TGT TARGET CORP 0.3%
Value ($000) $480 Shares 4,344 Est. Cost $183.49 Unrealized -36.6%
WELL WELLTOWER INC 0.3%
Value ($000) $479 Shares 5,843 Est. Cost $74.77 Unrealized +4.5%
PODD INSULET CORP 0.3%
Value ($000) $477 Shares 2,990 Est. Cost $290.11 Unrealized -22.8%
O REALTY INCOME CORP 0.3%
Value ($000) $470 Shares 9,419 Est. Cost $55.02 Unrealized -8.8%
KWEB KRANESHARES TR 0.3%
Value ($000) $470 Shares 17,157 Est. Cost $34.83 Unrealized
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $465 Shares 1,851 Est. Cost $213.06 Unrealized +17.0%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $461 Shares 2,805 Est. Cost $225.54 Unrealized -25.7%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $449 Shares 3,627 Est. Cost $160.41 Unrealized -17.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $444 Shares 8,257 Est. Cost $50.24 Unrealized +0.1%
IJS ISHARES TR 0.2%
Value ($000) $431 Shares 4,827 Est. Cost $104.25 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $417 Shares 9,533 Est. Cost $46.71 Unrealized
REGL PROSHARES TR 0.2%
Value ($000) $413 Shares 6,191 Est. Cost $73.63 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $391 Shares 7,131 Est. Cost $58.47 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $377 Shares 3,150 Est. Cost $63.05 Unrealized +71.1%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $370 Shares 1,674 Est. Cost $190.31 Unrealized +10.9%
AMGN AMGEN INC 0.2%
Value ($000) $370 Shares 1,376 Est. Cost $193.87 Unrealized +19.6%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $366 Shares 3,854 Est. Cost $87.60 Unrealized -3.8%
LYV LIVE NATION ENTERTAINMENT IN 0.2%
Value ($000) $361 Shares 4,346 Est. Cost $81.65 Unrealized +6.7%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $351 Shares 3,344 Est. Cost $116.10 Unrealized -13.6%
IAK ISHARES TR 0.2%
Value ($000) $348 Shares 3,801 Est. Cost $83.25 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $348 Shares 6,208 Est. Cost $49.18 Unrealized +13.3%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $345 Shares 784 Est. Cost $421.70 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $339 Shares 4,463 Est. Cost $75.90 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $338 Shares 9,170 Est. Cost $42.52 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $338 Shares 5,730 Est. Cost $71.33 Unrealized
QQQE DIREXION SHS ETF TR 0.2%
Value ($000) $337 Shares 4,506 Est. Cost $77.86 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $337 Shares 1,721 Est. Cost $218.36 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $329 Shares 2,297 Est. Cost $180.93 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $321 Shares 5,501 Est. Cost $46.08 Unrealized +18.1%
ALB ALBEMARLE CORP 0.2%
Value ($000) $313 Shares 1,839 Est. Cost $213.68 Unrealized -10.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $307 Shares 2,056 Est. Cost $159.49 Unrealized -0.4%
QQQJ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $302 Shares 12,264 Est. Cost $33.44 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $300 Shares 4,693 Est. Cost $55.25 Unrealized +16.9%
YORW YORK WTR CO 0.2%
Value ($000) $296 Shares 7,906 Est. Cost $42.03 Unrealized -8.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $283 Shares 8,720 Est. Cost $39.50 Unrealized -26.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $282 Shares 2,560 Est. Cost $120.64 Unrealized -7.8%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $281 Shares 3,944 Est. Cost $64.86 Unrealized +3.7%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $278 Shares 2,266 Est. Cost $115.08 Unrealized 0.0%
ELF E L F BEAUTY INC 0.2%
Value ($000) $277 Shares 2,518 Est. Cost $67.41 Unrealized +80.2%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $277 Shares 1,739 Est. Cost $151.91 Unrealized +4.6%
PAAS PAN AMERN SILVER CORP 0.2%
Value ($000) $274 Shares 18,892 Est. Cost $21.89 Unrealized -28.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $270 Shares 533 Est. Cost $590.59 Unrealized -10.4%
ZTS ZOETIS INC 0.1%
Value ($000) $266 Shares 1,529 Est. Cost $187.52 Unrealized -5.6%
EEM ISHARES TR 0.1%
Value ($000) $266 Shares 7,006 Est. Cost $48.44 Unrealized
CG CARLYLE GROUP INC 0.1%
Value ($000) $264 Shares 8,770 Est. Cost $38.98 Unrealized -23.7%
IJJ ISHARES TR 0.1%
Value ($000) $264 Shares 2,620 Est. Cost $110.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $264 Shares 754 Est. Cost $291.76 Unrealized +21.6%
WPC WP CAREY INC 0.1%
Value ($000) $264 Shares 4,881 Est. Cost $80.24 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $263 Shares 1,350 Est. Cost $202.46 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $263 Shares 2,856 Est. Cost $139.40 Unrealized -35.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $262 Shares 5,042 Est. Cost $61.22 Unrealized
IVZ INVESCO LTD 0.1%
Value ($000) $259 Shares 17,836 Est. Cost $17.37 Unrealized -17.3%
KBH KB HOME 0.1%
Value ($000) $259 Shares 5,596 Est. Cost $36.38 Unrealized +34.3%
TNA DIREXION SHS ETF TR 0.1%
Value ($000) $259 Shares 8,998 Est. Cost $59.80 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $257 Shares 3,776 Est. Cost $72.48 Unrealized 0.0%
IBB ISHARES TR 0.1%
Value ($000) $246 Shares 2,013 Est. Cost $152.29 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $246 Shares 5,887 Est. Cost $63.81 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $245 Shares 8,475 Est. Cost $33.23 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $243 Shares 5,002 Est. Cost $57.26 Unrealized -14.4%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $243 Shares 1,906 Est. Cost $156.16 Unrealized
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $240 Shares 9,132 Est. Cost $23.58 Unrealized 0.0%
ICLN ISHARES TR 0.1%
Value ($000) $240 Shares 16,399 Est. Cost $21.05 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $238 Shares 2,677 Est. Cost $66.55 Unrealized +28.2%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $238 Shares 2,961 Est. Cost $96.15 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $237 Shares 6,427 Est. Cost $47.68 Unrealized -19.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $235 Shares 1,510 Est. Cost $167.28 Unrealized -9.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $231 Shares 1,675 Est. Cost $146.87 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $228 Shares 5,536 Est. Cost $39.12 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $228 Shares 2,406 Est. Cost $76.26 Unrealized +6.3%
BP BP PLC 0.1%
Value ($000) $227 Shares 5,869 Est. Cost $35.02 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $227 Shares 450 Est. Cost $457.25 Unrealized +2.8%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $226 Shares 15,067 Est. Cost $10.91 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $224 Shares 3,256 Est. Cost $76.99 Unrealized
NUVEEN MUN CR OPPORTUNITIES 0.1%
Value ($000) $223 Shares 23,000 Est. Cost $9.69 Unrealized
WEX WEX INC 0.1%
Value ($000) $220 Shares 1,169 Est. Cost $177.10 Unrealized +9.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $220 Shares 804 Est. Cost $219.76 Unrealized +27.4%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $219 Shares 5,592 Est. Cost $49.44 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $219 Shares 805 Est. Cost $241.04 Unrealized +15.1%
FDX FEDEX CORP 0.1%
Value ($000) $219 Shares 826 Est. Cost $216.04 Unrealized +14.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $217 Shares 3,194 Est. Cost $57.76 Unrealized +14.8%
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $214 Shares 1,002 Est. Cost $259.00 Unrealized -9.8%
KELLANOVA 0.1%
Value ($000) $213 Shares 3,586 Est. Cost $51.23 Unrealized +7.2%
HUM HUMANA INC 0.1%
Value ($000) $211 Shares 434 Est. Cost $433.03 Unrealized +5.4%
MDYG SPDR SER TR 0.1%
Value ($000) $208 Shares 3,004 Est. Cost $81.26 Unrealized
TECL DIREXION SHS ETF TR 0.1%
Value ($000) $207 Shares 4,804 Est. Cost $37.18 Unrealized
ELME ELME COMMUNITIES 0.1%
Value ($000) $206 Shares 15,096 Est. Cost $25.19 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $205 Shares 22,118 Est. Cost $10.19 Unrealized
PCRX PACIRA BIOSCIENCES INC 0.1%
Value ($000) $202 Shares 6,590 Est. Cost $53.36 Unrealized -32.5%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $202 Shares 1,570 Est. Cost $177.78 Unrealized -26.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $200 Shares 2,343 Est. Cost $83.89 Unrealized 0.0%
MACQUARIE / FIRST TR GLOBAL 0.1%
Value ($000) $179 Shares 25,856 Est. Cost $9.33 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $166 Shares 16,284 Est. Cost $8.01 Unrealized
T AT&T INC 0.1%
Value ($000) $160 Shares 10,620 Est. Cost $14.72 Unrealized -12.0%
FST TR NEW OPPORT MLP & ENE 0.1%
Value ($000) $146 Shares 23,248 Est. Cost $5.55 Unrealized
HIMX HIMAX TECHNOLOGIES INC 0.1%
Value ($000) $127 Shares 21,767 Est. Cost $12.77 Unrealized
LIVEPERSON INC 0.1%
Value ($000) $101 Shares 25,841 Est. Cost $4.44 Unrealized
CENTRAIS ELETRICAS BRASILEIR 0.1%
Value ($000) $90 Shares 12,356 Est. Cost $7.31 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $41 Shares 10,915 Est. Cost $4.13 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $40 Shares 41,404 Est. Cost $2.49 Unrealized -58.9%
ILPT INDUSTRIAL LOGISTICS PPTYS T 0.0%
Value ($000) $30 Shares 10,522 Est. Cost $15.85 Unrealized
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $24 Shares 11,460 Est. Cost $2.91 Unrealized