Harvest Investment Services, LLC Quant / Systematic

CIK: 0001591097 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value ($000): $252,036 (100.0% shares, 0.0% debt)

Holdings (184)

FTSM FIRST TR EXCHANGE-TRADED FD 11.3%
Value ($000) $28,498 Shares 478,153 Est. Cost $59.55 Unrealized
NVDA NVIDIA CORPORATION 3.0%
Value ($000) $7,470 Shares 60,463 Est. Cost $90.96 Unrealized +11.1%
AMD ADVANCED MICRO DEVICES INC 2.6%
Value ($000) $6,579 Shares 40,559 Est. Cost $128.73 Unrealized +25.0%
VRT VERTIV HOLDINGS CO 2.4%
Value ($000) $5,935 Shares 68,562 Est. Cost $41.56 Unrealized +118.6%
FVD FIRST TR VALUE LINE DIVID IN 2.3%
Value ($000) $5,886 Shares 144,437 Est. Cost $36.05 Unrealized
GLD SPDR GOLD TR 2.2%
Value ($000) $5,623 Shares 26,152 Est. Cost $183.25 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 2.2%
Value ($000) $5,451 Shares 143,725 Est. Cost $31.23 Unrealized
SUPER MICRO COMPUTER INC 2.2%
Value ($000) $5,427 Shares 6,623 Est. Cost $630.77 Unrealized
QQQ INVESCO QQQ TR 2.1%
Value ($000) $5,303 Shares 11,068 Est. Cost $444.02 Unrealized
AVGO BROADCOM INC 2.0%
Value ($000) $5,112 Shares 3,184 Est. Cost $119.15 Unrealized +15.5%
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $5,055 Shares 9,288 Est. Cost $400.62 Unrealized
SLV ISHARES SILVER TR 1.8%
Value ($000) $4,487 Shares 168,878 Est. Cost $21.58 Unrealized
DECK DECKERS OUTDOOR CORP 1.8%
Value ($000) $4,452 Shares 4,599 Est. Cost $119.68 Unrealized +28.6%
NOBL PROSHARES TR 1.7%
Value ($000) $4,283 Shares 44,551 Est. Cost $73.56 Unrealized
APP APPLOVIN CORP 1.5%
Value ($000) $3,885 Shares 46,679 Est. Cost $50.77 Unrealized +52.8%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $3,810 Shares 4,482 Est. Cost $619.08 Unrealized +25.0%
TDIV FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $3,589 Shares 47,436 Est. Cost $42.28 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $3,416 Shares 62,385 Est. Cost $42.43 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.3%
Value ($000) $3,392 Shares 133,895 Est. Cost $19.60 Unrealized +14.9%
CRWD CROWDSTRIKE HLDGS INC 1.3%
Value ($000) $3,356 Shares 8,758 Est. Cost $290.61 Unrealized +14.4%
TEEKAY TANKERS LTD 1.2%
Value ($000) $2,995 Shares 43,520 Est. Cost $53.14 Unrealized
TDW TIDEWATER INC NEW 1.2%
Value ($000) $2,902 Shares 30,481 Est. Cost $72.70 Unrealized +35.7%
CLOI VANECK ETF TRUST 1.1%
Value ($000) $2,876 Shares 54,326 Est. Cost $52.41 Unrealized
PHM PULTE GROUP INC 1.1%
Value ($000) $2,784 Shares 25,289 Est. Cost $90.27 Unrealized +24.2%
MDY SPDR S&P MIDCAP 400 ETF TR 1.1%
Value ($000) $2,700 Shares 5,046 Est. Cost $489.70 Unrealized
DGRW WISDOMTREE TR 1.0%
Value ($000) $2,625 Shares 33,630 Est. Cost $78.05 Unrealized
LLY ELI LILLY & CO 1.0%
Value ($000) $2,620 Shares 2,894 Est. Cost $506.78 Unrealized +56.1%
AAPL APPLE INC 1.0%
Value ($000) $2,613 Shares 12,408 Est. Cost $108.12 Unrealized +71.2%
IVW ISHARES TR 0.9%
Value ($000) $2,334 Shares 25,222 Est. Cost $69.90 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $2,111 Shares 63,253 Est. Cost $30.84 Unrealized
MOD MODINE MFG CO 0.8%
Value ($000) $2,044 Shares 20,406 Est. Cost $77.32 Unrealized +24.2%
WFRD WEATHERFORD INTL PLC 0.8%
Value ($000) $2,018 Shares 16,484 Est. Cost $109.81 Unrealized +8.7%
FTSL FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $2,002 Shares 43,801 Est. Cost $46.30 Unrealized
IJK ISHARES TR 0.8%
Value ($000) $1,922 Shares 21,817 Est. Cost $86.43 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,815 Shares 115,490 Est. Cost $16.77 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,772 Shares 79,369 Est. Cost $22.51 Unrealized
MSTR MICROSTRATEGY INC 0.7%
Value ($000) $1,647 Shares 1,196 Est. Cost $114.53 Unrealized +25.8%
QLD PROSHARES TR 0.7%
Value ($000) $1,640 Shares 16,430 Est. Cost $78.42 Unrealized
NTNX NUTANIX INC 0.6%
Value ($000) $1,608 Shares 28,286 Est. Cost $49.88 Unrealized +23.1%
MPC MARATHON PETE CORP 0.6%
Value ($000) $1,594 Shares 9,186 Est. Cost $110.43 Unrealized +62.6%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $1,550 Shares 5,977 Est. Cost $241.55 Unrealized +1.2%
FFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,507 Shares 32,214 Est. Cost $45.27 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $1,498 Shares 7,385 Est. Cost $184.23 Unrealized
POWL POWELL INDS INC 0.6%
Value ($000) $1,493 Shares 10,413 Est. Cost $138.68 Unrealized +11.9%
LPG DORIAN LPG LTD 0.6%
Value ($000) $1,430 Shares 34,078 Est. Cost $37.80 Unrealized +13.7%
SKYW SKYWEST INC 0.6%
Value ($000) $1,414 Shares 17,233 Est. Cost $74.65 Unrealized 0.0%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,403 Shares 3,138 Est. Cost $254.83 Unrealized +63.7%
IWF ISHARES TR 0.6%
Value ($000) $1,398 Shares 3,836 Est. Cost $345.76 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,273 Shares 29,565 Est. Cost $54.18 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,238 Shares 30,473 Est. Cost $46.96 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $1,205 Shares 69,399 Est. Cost $16.86 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.5%
Value ($000) $1,203 Shares 121,123 Est. Cost $8.10 Unrealized
VST VISTRA CORP 0.5%
Value ($000) $1,194 Shares 13,886 Est. Cost $61.51 Unrealized +34.5%
FDEC FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,166 Shares 27,406 Est. Cost $39.67 Unrealized
FSK FS KKR CAP CORP 0.5%
Value ($000) $1,163 Shares 58,928 Est. Cost $10.87 Unrealized +40.5%
NET CLOUDFLARE INC 0.4%
Value ($000) $1,130 Shares 13,637 Est. Cost $70.52 Unrealized +14.4%
BIL SPDR SER TR 0.4%
Value ($000) $1,122 Shares 12,230 Est. Cost $91.78 Unrealized
FTI TECHNIPFMC PLC 0.4%
Value ($000) $1,090 Shares 41,687 Est. Cost $25.50 Unrealized 0.0%
COKE COCA COLA CONS INC 0.4%
Value ($000) $1,085 Shares 1,000 Est. Cost $84.67 Unrealized +8.0%
IVV ISHARES TR 0.4%
Value ($000) $1,080 Shares 1,974 Est. Cost $409.60 Unrealized
AA ALCOA CORP 0.4%
Value ($000) $1,019 Shares 25,617 Est. Cost $37.94 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.4%
Value ($000) $994 Shares 14,507 Est. Cost $74.14 Unrealized -5.4%
KBWD INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $988 Shares 65,659 Est. Cost $20.24 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $987 Shares 2,524 Est. Cost $356.09 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $970 Shares 12,386 Est. Cost $78.33 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $953 Shares 5,463 Est. Cost $174.47 Unrealized
FRO FRONTLINE PLC 0.4%
Value ($000) $942 Shares 36,579 Est. Cost $18.20 Unrealized +27.4%
VYMI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $925 Shares 13,499 Est. Cost $61.89 Unrealized
SCCO SOUTHERN COPPER CORP 0.4%
Value ($000) $904 Shares 8,389 Est. Cost $104.02 Unrealized 0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $891 Shares 30,795 Est. Cost $26.01 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $880 Shares 5,129 Est. Cost $135.72 Unrealized +15.8%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $858 Shares 4,241 Est. Cost $137.94 Unrealized +37.1%
BUFG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $855 Shares 36,870 Est. Cost $20.18 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $836 Shares 5,070 Est. Cost $125.64 Unrealized +25.1%
AFRM AFFIRM HLDGS INC 0.3%
Value ($000) $821 Shares 27,162 Est. Cost $25.52 Unrealized +25.7%
BIBL NORTHERN LTS FD TR IV 0.3%
Value ($000) $817 Shares 21,507 Est. Cost $34.25 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.3%
Value ($000) $807 Shares 40,336 Est. Cost $18.22 Unrealized +7.3%
IRON DISC MEDICINE INC 0.3%
Value ($000) $803 Shares 17,815 Est. Cost $64.84 Unrealized -47.6%
SPLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $803 Shares 12,358 Est. Cost $56.49 Unrealized
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $794 Shares 3,967 Est. Cost $201.97 Unrealized 0.0%
SMDV PROSHARES TR 0.3%
Value ($000) $790 Shares 12,722 Est. Cost $58.61 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $789 Shares 19,432 Est. Cost $40.58 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $780 Shares 11,164 Est. Cost $52.44 Unrealized +32.9%
ECL ECOLAB INC 0.3%
Value ($000) $775 Shares 3,255 Est. Cost $154.41 Unrealized +47.1%
CRS CARPENTER TECHNOLOGY CORP 0.3%
Value ($000) $769 Shares 7,016 Est. Cost $95.36 Unrealized 0.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $759 Shares 15,787 Est. Cost $49.25 Unrealized
CLSK CLEANSPARK INC 0.3%
Value ($000) $740 Shares 46,372 Est. Cost $15.00 Unrealized +12.0%
ABT ABBOTT LABS 0.3%
Value ($000) $739 Shares 7,116 Est. Cost $96.07 Unrealized +7.1%
REGL PROSHARES TR 0.3%
Value ($000) $727 Shares 9,870 Est. Cost $62.21 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $718 Shares 4,131 Est. Cost $159.71 Unrealized
PWR QUANTA SVCS INC 0.3%
Value ($000) $695 Shares 2,735 Est. Cost $264.40 Unrealized 0.0%
FTLS FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $674 Shares 10,767 Est. Cost $53.15 Unrealized
ASPN ASPEN AEROGELS INC 0.3%
Value ($000) $654 Shares 27,403 Est. Cost $23.47 Unrealized 0.0%
UCON FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $644 Shares 26,349 Est. Cost $24.45 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $643 Shares 14,390 Est. Cost $44.11 Unrealized
LGLV SPDR SER TR 0.3%
Value ($000) $638 Shares 4,179 Est. Cost $114.95 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $636 Shares 13,823 Est. Cost $39.65 Unrealized
MKL MARKEL GROUP INC 0.3%
Value ($000) $632 Shares 401 Est. Cost $1463.82 Unrealized +6.1%
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $622 Shares 8,116 Est. Cost $76.18 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $607 Shares 3,310 Est. Cost $117.42 Unrealized +43.8%
OSCR OSCAR HEALTH INC 0.2%
Value ($000) $602 Shares 38,047 Est. Cost $18.38 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR CORP 0.2%
Value ($000) $585 Shares 10,083 Est. Cost $65.22 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.2%
Value ($000) $578 Shares 2,980 Est. Cost $188.17 Unrealized 0.0%
KRG KITE RLTY GROUP TR 0.2%
Value ($000) $556 Shares 24,822 Est. Cost $21.79 Unrealized
BLES NORTHERN LTS FD TR IV 0.2%
Value ($000) $546 Shares 14,950 Est. Cost $33.43 Unrealized
SSO PROSHARES TR 0.2%
Value ($000) $529 Shares 6,399 Est. Cost $70.61 Unrealized
FLTR VANECK ETF TRUST 0.2%
Value ($000) $526 Shares 20,636 Est. Cost $25.51 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $522 Shares 2,702 Est. Cost $122.34 Unrealized +50.2%
UFPT UFP TECHNOLOGIES INC 0.2%
Value ($000) $515 Shares 1,951 Est. Cost $247.04 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $501 Shares 1,231 Est. Cost $350.99 Unrealized +16.4%
VAL VALARIS LTD 0.2%
Value ($000) $487 Shares 6,536 Est. Cost $73.45 Unrealized -1.4%
SATS ECHOSTAR CORP 0.2%
Value ($000) $484 Shares 27,169 Est. Cost $16.57 Unrealized 0.0%
CBZ CBIZ INC 0.2%
Value ($000) $482 Shares 6,498 Est. Cost $75.57 Unrealized 0.0%
RDNT RADNET INC 0.2%
Value ($000) $477 Shares 8,095 Est. Cost $54.28 Unrealized 0.0%
QDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $470 Shares 18,055 Est. Cost $23.92 Unrealized
CVNA CARVANA CO 0.2%
Value ($000) $466 Shares 3,622 Est. Cost $100.64 Unrealized 0.0%
GCOW PACER FDS TR 0.2%
Value ($000) $465 Shares 13,785 Est. Cost $33.72 Unrealized
IVT INVENTRUST PPTYS CORP 0.2%
Value ($000) $447 Shares 18,047 Est. Cost $23.84 Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $446 Shares 5,747 Est. Cost $75.38 Unrealized 0.0%
MINT PIMCO ETF TR 0.2%
Value ($000) $445 Shares 4,425 Est. Cost $99.83 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $444 Shares 2,165 Est. Cost $186.81 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $432 Shares 1,423 Est. Cost $145.96 Unrealized +105.1%
XMLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $421 Shares 7,626 Est. Cost $56.40 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $417 Shares 4,764 Est. Cost $57.55 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $416 Shares 2,659 Est. Cost $145.76 Unrealized +1.8%
FJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $406 Shares 9,348 Est. Cost $41.98 Unrealized
CVE CENOVUS ENERGY INC 0.2%
Value ($000) $401 Shares 20,376 Est. Cost $17.90 Unrealized +8.0%
IVE ISHARES TR 0.2%
Value ($000) $400 Shares 2,197 Est. Cost $158.99 Unrealized
AROC ARCHROCK INC 0.2%
Value ($000) $400 Shares 19,761 Est. Cost $18.67 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP 0.2%
Value ($000) $399 Shares 62,630 Est. Cost $4.85 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $398 Shares 8,225 Est. Cost $48.40 Unrealized
DDM PROSHARES TR 0.2%
Value ($000) $391 Shares 4,707 Est. Cost $60.98 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $388 Shares 2,579 Est. Cost $108.87 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $375 Shares 3,170 Est. Cost $114.04 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $372 Shares 1,117 Est. Cost $338.69 Unrealized 0.0%
RNAM AVIDITY BIOSCIENCES INC 0.1%
Value ($000) $370 Shares 9,068 Est. Cost $28.69 Unrealized 0.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $368 Shares 7,289 Est. Cost $51.80 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $358 Shares 13,523 Est. Cost $26.47 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.1%
Value ($000) $357 Shares 13,886 Est. Cost $27.52 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $355 Shares 2,521 Est. Cost $127.65 Unrealized +13.2%
PEP PEPSICO INC 0.1%
Value ($000) $341 Shares 2,069 Est. Cost $170.56 Unrealized -4.8%
EGY VAALCO ENERGY INC 0.1%
Value ($000) $340 Shares 54,243 Est. Cost $3.79 Unrealized +54.6%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $329 Shares 221 Est. Cost $1250.79 Unrealized +3.3%
ARRY ARRAY TECHNOLOGIES INC 0.1%
Value ($000) $327 Shares 31,903 Est. Cost $12.69 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $321 Shares 1,057 Est. Cost $316.07 Unrealized 0.0%
EVER EVERQUOTE INC 0.1%
Value ($000) $312 Shares 14,938 Est. Cost $21.14 Unrealized 0.0%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $309 Shares 2,679 Est. Cost $121.04 Unrealized 0.0%
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $304 Shares 10,331 Est. Cost $27.86 Unrealized
XP XP INC 0.1%
Value ($000) $303 Shares 17,210 Est. Cost $25.08 Unrealized -17.6%
CWB SPDR SER TR 0.1%
Value ($000) $299 Shares 4,147 Est. Cost $72.06 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $298 Shares 4,749 Est. Cost $62.12 Unrealized 0.0%
TPLC TIMOTHY PLAN 0.1%
Value ($000) $297 Shares 7,331 Est. Cost $34.47 Unrealized
MBC MASTERBRAND INC 0.1%
Value ($000) $296 Shares 20,135 Est. Cost $16.56 Unrealized 0.0%
QMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $291 Shares 10,408 Est. Cost $27.98 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $286 Shares 5,790 Est. Cost $49.42 Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $281 Shares 10,812 Est. Cost $24.96 Unrealized
TEEKAY CORPORATION 0.1%
Value ($000) $279 Shares 31,145 Est. Cost $7.28 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $275 Shares 3,554 Est. Cost $77.27 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $272 Shares 2,198 Est. Cost $100.88 Unrealized +20.7%
FTXL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $266 Shares 2,660 Est. Cost $81.53 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $255 Shares 4,783 Est. Cost $63.17 Unrealized
LMB LIMBACH HLDGS INC 0.1%
Value ($000) $254 Shares 4,454 Est. Cost $43.48 Unrealized +13.6%
MVV PROSHARES TR 0.1%
Value ($000) $247 Shares 3,983 Est. Cost $53.12 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $247 Shares 1,246 Est. Cost $174.77 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $246 Shares 4,882 Est. Cost $50.45 Unrealized
UWM PROSHARES TR 0.1%
Value ($000) $244 Shares 6,565 Est. Cost $34.77 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $239 Shares 6,119 Est. Cost $39.02 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $236 Shares 1,294 Est. Cost $167.35 Unrealized 0.0%
IGV ISHARES TR 0.1%
Value ($000) $228 Shares 2,625 Est. Cost $85.31 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $220 Shares 1,909 Est. Cost $100.15 Unrealized +9.9%
DON WISDOMTREE TR 0.1%
Value ($000) $219 Shares 4,690 Est. Cost $33.34 Unrealized
REM ISHARES TR 0.1%
Value ($000) $217 Shares 9,796 Est. Cost $38.50 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $215 Shares 1,942 Est. Cost $110.50 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $212 Shares 4,859 Est. Cost $45.32 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $210 Shares 1,054 Est. Cost $182.37 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $208 Shares 1,473 Est. Cost $122.30 Unrealized 0.0%
SLYG SPDR SER TR 0.1%
Value ($000) $207 Shares 2,413 Est. Cost $83.63 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $204 Shares 5,825 Est. Cost $34.99 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.1%
Value ($000) $202 Shares 14,088 Est. Cost $11.86 Unrealized
ASUR ASURE SOFTWARE INC 0.1%
Value ($000) $180 Shares 21,420 Est. Cost $12.15 Unrealized -37.8%
CABA CABALETTA BIO INC 0.0%
Value ($000) $119 Shares 15,871 Est. Cost $21.46 Unrealized -42.9%
SUNNOVA ENERGY INTL INC. 0.0%
Value ($000) $93 Shares 16,755 Est. Cost $18.31 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $87 Shares 34,112 Est. Cost $6.16 Unrealized -46.2%
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $79 Shares 10,720 Est. Cost $9.61 Unrealized