Cooper Financial Group Diversified Active

CIK: 0001751581 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 9, 2020

Total Value ($000): $346,409 (100.0% shares, 0.0% debt)

Holdings (205)

ESGU ISHARES TR 9.7%
Value ($000) $33,441 Shares 438,804 Est. Cost $65.64 Unrealized
GOVT ISHARES TR 6.2%
Value ($000) $21,561 Shares 771,396 Est. Cost $25.87 Unrealized
SPYM SPDR SER TR 6.2%
Value ($000) $21,514 Shares 546,741 Est. Cost $34.11 Unrealized
AAPL APPLE INC 4.7%
Value ($000) $16,413 Shares 141,721 Est. Cost $92.81 Unrealized +14.2%
IGSB ISHARES TR 3.9%
Value ($000) $13,463 Shares 245,184 Est. Cost $54.72 Unrealized
SPIB SPDR SER TR 3.8%
Value ($000) $13,145 Shares 357,596 Est. Cost $34.46 Unrealized
EFG ISHARES TR 3.1%
Value ($000) $10,680 Shares 118,828 Est. Cost $83.44 Unrealized
AMZN AMAZON COM INC 2.9%
Value ($000) $10,079 Shares 3,201 Est. Cost $88.51 Unrealized +78.1%
XSOE WISDOMTREE TR 2.9%
Value ($000) $9,923 Shares 294,706 Est. Cost $30.02 Unrealized
RODM LATTICE STRATEGIES TR 2.8%
Value ($000) $9,531 Shares 368,263 Est. Cost $24.69 Unrealized
SIZE ISHARES TR 2.1%
Value ($000) $7,351 Shares 78,396 Est. Cost $91.82 Unrealized
SHYG ISHARES TR 2.1%
Value ($000) $7,140 Shares 162,461 Est. Cost $41.29 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $6,866 Shares 32,645 Est. Cost $122.05 Unrealized +64.5%
SPLB SPDR SER TR 1.9%
Value ($000) $6,679 Shares 210,156 Est. Cost $31.71 Unrealized
VLUE ISHARES TR 1.9%
Value ($000) $6,654 Shares 90,192 Est. Cost $72.39 Unrealized
FTEC FIDELITY COVINGTON TRUST 1.8%
Value ($000) $6,187 Shares 67,205 Est. Cost $65.31 Unrealized
IVV ISHARES TR 1.6%
Value ($000) $5,685 Shares 16,918 Est. Cost $260.99 Unrealized
TSLA TESLA INC 1.6%
Value ($000) $5,424 Shares 12,643 Est. Cost $102.57 Unrealized +15.1%
IHI ISHARES TR 1.5%
Value ($000) $5,063 Shares 16,898 Est. Cost $265.78 Unrealized
USMV ISHARES TR 1.3%
Value ($000) $4,373 Shares 68,618 Est. Cost $60.41 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 1.2%
Value ($000) $4,179 Shares 82,274 Est. Cost $50.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $3,959 Shares 18,593 Est. Cost $207.22 Unrealized -1.3%
IYG ISHARES TR 0.9%
Value ($000) $3,213 Shares 26,332 Est. Cost $119.56 Unrealized
IWF ISHARES TR 0.9%
Value ($000) $2,956 Shares 13,631 Est. Cost $138.43 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,717 Shares 19,548 Est. Cost $99.28 Unrealized +17.2%
GOOGL ALPHABET INC 0.7%
Value ($000) $2,317 Shares 1,581 Est. Cost $58.14 Unrealized +30.1%
SPAB SPDR SER TR 0.7%
Value ($000) $2,302 Shares 74,724 Est. Cost $30.60 Unrealized
BA BOEING CO 0.7%
Value ($000) $2,296 Shares 13,891 Est. Cost $281.62 Unrealized -39.5%
SPYG SPDR SER TR 0.6%
Value ($000) $2,242 Shares 44,736 Est. Cost $39.68 Unrealized
MTUM ISHARES TR 0.6%
Value ($000) $2,229 Shares 15,124 Est. Cost $120.00 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $2,165 Shares 7,795 Est. Cost $176.68 Unrealized +34.5%
JMST J P MORGAN EXCHANGE-TRADED F 0.6%
Value ($000) $2,010 Shares 39,422 Est. Cost $50.64 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $1,954 Shares 7,690 Est. Cost $167.60 Unrealized +25.0%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,888 Shares 6,796 Est. Cost $277.81 Unrealized
SPTL SPDR SER TR 0.5%
Value ($000) $1,698 Shares 36,333 Est. Cost $40.78 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $1,664 Shares 14,089 Est. Cost $111.64 Unrealized
SPYV SPDR SER TR 0.5%
Value ($000) $1,631 Shares 54,013 Est. Cost $29.86 Unrealized
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,556 Shares 31,555 Est. Cost $48.34 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,551 Shares 29,945 Est. Cost $43.59 Unrealized +6.7%
TWLO TWILIO INC 0.4%
Value ($000) $1,520 Shares 6,153 Est. Cost $103.13 Unrealized +139.1%
SPSB SPDR SER TR 0.4%
Value ($000) $1,495 Shares 47,656 Est. Cost $30.66 Unrealized
LDUR PIMCO ETF TR 0.4%
Value ($000) $1,478 Shares 14,462 Est. Cost $100.09 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $1,434 Shares 11,558 Est. Cost $113.50 Unrealized +7.6%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,421 Shares 9,544 Est. Cost $116.36 Unrealized +9.1%
IWP ISHARES TR 0.4%
Value ($000) $1,371 Shares 7,930 Est. Cost $132.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,291 Shares 10,607 Est. Cost $97.30 Unrealized -3.5%
FIRST TR INTER DUR PFD & IN 0.4%
Value ($000) $1,221 Shares 56,834 Est. Cost $18.39 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,184 Shares 4,520 Est. Cost $162.68 Unrealized +57.4%
MDYG SPDR SER TR 0.3%
Value ($000) $1,090 Shares 18,991 Est. Cost $54.28 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $973 Shares 17,494 Est. Cost $54.80 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $967 Shares 658 Est. Cost $57.89 Unrealized +30.8%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $941 Shares 2,650 Est. Cost $263.71 Unrealized +17.2%
T AT&T INC 0.3%
Value ($000) $915 Shares 32,096 Est. Cost $15.14 Unrealized +2.7%
QUAL ISHARES TR 0.3%
Value ($000) $899 Shares 8,666 Est. Cost $85.05 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $892 Shares 6,434 Est. Cost $108.94 Unrealized +5.7%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $875 Shares 3,963 Est. Cost $154.43 Unrealized +31.9%
AOA ISHARES TR 0.3%
Value ($000) $871 Shares 15,023 Est. Cost $49.32 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $860 Shares 25,040 Est. Cost $51.21 Unrealized -36.9%
IGIB ISHARES TR 0.2%
Value ($000) $827 Shares 13,605 Est. Cost $56.21 Unrealized
MDYV SPDR SER TR 0.2%
Value ($000) $817 Shares 18,825 Est. Cost $44.16 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $793 Shares 15,018 Est. Cost $48.28 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $791 Shares 8,213 Est. Cost $90.47 Unrealized -5.6%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $772 Shares 4,631 Est. Cost $83.38 Unrealized +40.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $762 Shares 10,579 Est. Cost $79.58 Unrealized -16.4%
SRE SEMPRA ENERGY 0.2%
Value ($000) $747 Shares 6,313 Est. Cost $52.15 Unrealized -1.0%
TLT ISHARES TR 0.2%
Value ($000) $718 Shares 4,397 Est. Cost $163.49 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $718 Shares 14,324 Est. Cost $49.85 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $703 Shares 4,760 Est. Cost $96.99 Unrealized +27.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $697 Shares 1,817 Est. Cost $282.30 Unrealized +16.6%
IEF ISHARES TR 0.2%
Value ($000) $696 Shares 5,715 Est. Cost $121.78 Unrealized
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $693 Shares 3,581 Est. Cost $103.61 Unrealized +58.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $686 Shares 11,525 Est. Cost $40.14 Unrealized +6.1%
BBY BEST BUY INC 0.2%
Value ($000) $679 Shares 6,104 Est. Cost $60.29 Unrealized +35.7%
BTAL AGF INVTS TR 0.2%
Value ($000) $678 Shares 28,738 Est. Cost $23.99 Unrealized
DHS WISDOMTREE TR 0.2%
Value ($000) $668 Shares 10,691 Est. Cost $65.15 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $649 Shares 1,919 Est. Cost $211.42 Unrealized +49.3%
MUNI PIMCO ETF TR 0.2%
Value ($000) $631 Shares 11,232 Est. Cost $55.87 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $622 Shares 1,243 Est. Cost $34.68 Unrealized +43.5%
WMT WALMART INC 0.2%
Value ($000) $608 Shares 4,345 Est. Cost $32.21 Unrealized +28.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $603 Shares 14,755 Est. Cost $33.35 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $602 Shares 9,978 Est. Cost $46.74 Unrealized +4.0%
PIMCO CORPORATE & INCOME OPP 0.2%
Value ($000) $598 Shares 37,055 Est. Cost $13.28 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $594 Shares 11,497 Est. Cost $51.71 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $591 Shares 5,017 Est. Cost $25.13 Unrealized +2.8%
CBRE CLARION GLOBAL REAL EST 0.2%
Value ($000) $583 Shares 97,429 Est. Cost $5.73 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $575 Shares 7,668 Est. Cost $58.21 Unrealized +1.1%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $574 Shares 1,952 Est. Cost $210.80 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $568 Shares 1,159 Est. Cost $301.08 Unrealized +54.5%
NUVEEN CA QUALTY MUN INCOME 0.2%
Value ($000) $567 Shares 38,911 Est. Cost $12.94 Unrealized
USHY ISHARES TR 0.2%
Value ($000) $565 Shares 14,321 Est. Cost $39.87 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $561 Shares 6,934 Est. Cost $75.66 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $559 Shares 6,383 Est. Cost $60.45 Unrealized +26.2%
V VISA INC 0.2%
Value ($000) $552 Shares 2,761 Est. Cost $176.44 Unrealized +8.9%
IJH ISHARES TR 0.2%
Value ($000) $551 Shares 2,974 Est. Cost $160.36 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $547 Shares 2,369 Est. Cost $164.23 Unrealized
DSI ISHARES TR 0.2%
Value ($000) $542 Shares 4,236 Est. Cost $114.74 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $541 Shares 2,748 Est. Cost $117.60 Unrealized +59.8%
PCEF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $529 Shares 26,117 Est. Cost $20.60 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $520 Shares 2,367 Est. Cost $155.49 Unrealized +16.7%
ACWI ISHARES TR 0.1%
Value ($000) $512 Shares 6,412 Est. Cost $65.77 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $509 Shares 4,608 Est. Cost $108.89 Unrealized
JPIB J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $508 Shares 10,095 Est. Cost $49.92 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $497 Shares 918 Est. Cost $6.43 Unrealized +80.4%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $496 Shares 1,480 Est. Cost $257.48 Unrealized
MMM 3M CO 0.1%
Value ($000) $491 Shares 3,063 Est. Cost $106.07 Unrealized +4.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $490 Shares 12,448 Est. Cost $37.85 Unrealized -2.1%
ETN EATON CORP PLC 0.1%
Value ($000) $484 Shares 4,747 Est. Cost $77.74 Unrealized +14.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $472 Shares 1,871 Est. Cost $176.92 Unrealized +52.1%
AMERICAN FIN TR INC 0.1%
Value ($000) $459 Shares 73,256 Est. Cost $11.59 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $457 Shares 1,732 Est. Cost $191.58 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $449 Shares 2,134 Est. Cost $129.54 Unrealized +45.8%
SWAN AMPLIFY ETF TR 0.1%
Value ($000) $449 Shares 14,175 Est. Cost $31.68 Unrealized
QAI INDEXIQ ETF TR 0.1%
Value ($000) $449 Shares 14,476 Est. Cost $29.35 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $446 Shares 1,223 Est. Cost $29.64 Unrealized 0.0%
HAWX ISHARES TR 0.1%
Value ($000) $436 Shares 16,437 Est. Cost $26.18 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $435 Shares 6,680 Est. Cost $68.52 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $434 Shares 11,834 Est. Cost $27.91 Unrealized -2.9%
DHR DANAHER CORPORATION 0.1%
Value ($000) $432 Shares 2,008 Est. Cost $127.65 Unrealized +36.1%
IEFA ISHARES TR 0.1%
Value ($000) $431 Shares 7,157 Est. Cost $58.25 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $424 Shares 9,034 Est. Cost $45.51 Unrealized +3.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $419 Shares 1,839 Est. Cost $202.21 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $407 Shares 30,341 Est. Cost $19.78 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $399 Shares 9,218 Est. Cost $33.53 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $397 Shares 1,257 Est. Cost $294.10 Unrealized +1.4%
SMMV ISHARES TR 0.1%
Value ($000) $391 Shares 13,374 Est. Cost $29.08 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $391 Shares 9,185 Est. Cost $42.57 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $386 Shares 1,990 Est. Cost $160.31 Unrealized +16.1%
AME AMETEK INC 0.1%
Value ($000) $384 Shares 3,861 Est. Cost $85.22 Unrealized +9.5%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $380 Shares 7,288 Est. Cost $43.20 Unrealized +3.0%
BIO BIO RAD LABS INC 0.1%
Value ($000) $378 Shares 734 Est. Cost $441.30 Unrealized +14.8%
KO COCA COLA CO 0.1%
Value ($000) $378 Shares 7,660 Est. Cost $40.79 Unrealized 0.0%
SLACK TECHNOLOGIES INC 0.1%
Value ($000) $376 Shares 14,005 Est. Cost $30.49 Unrealized
SGI TEMPUR SEALY INTL INC 0.1%
Value ($000) $365 Shares 4,097 Est. Cost $14.35 Unrealized +44.1%
CRM SALESFORCE COM INC 0.1%
Value ($000) $360 Shares 1,431 Est. Cost $159.57 Unrealized +35.5%
REMX VANECK VECTORS ETF TR 0.1%
Value ($000) $359 Shares 9,510 Est. Cost $37.75 Unrealized
GLOBAL X FDS 0.1%
Value ($000) $357 Shares 33,153 Est. Cost $16.00 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $355 Shares 7,674 Est. Cost $33.92 Unrealized +10.9%
XYZ SQUARE INC 0.1%
Value ($000) $355 Shares 2,183 Est. Cost $76.56 Unrealized +84.4%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $352 Shares 18,344 Est. Cost $18.40 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $337 Shares 1,096 Est. Cost $235.63 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $337 Shares 8,977 Est. Cost $33.06 Unrealized 0.0%
MRK MERCK & CO. INC 0.1%
Value ($000) $327 Shares 3,948 Est. Cost $65.32 Unrealized +0.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $326 Shares 5,670 Est. Cost $54.55 Unrealized -1.6%
SO SOUTHERN CO 0.1%
Value ($000) $322 Shares 5,945 Est. Cost $44.45 Unrealized -2.1%
EMB ISHARES TR 0.1%
Value ($000) $321 Shares 2,896 Est. Cost $105.34 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $320 Shares 3,613 Est. Cost $68.62 Unrealized -2.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $317 Shares 880 Est. Cost $287.01 Unrealized +17.6%
FSK FS KKR CAPITAL CORP 0.1%
Value ($000) $316 Shares 19,953 Est. Cost $6.37 Unrealized +14.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $314 Shares 3,655 Est. Cost $67.26 Unrealized +5.2%
ITOT ISHARES TR 0.1%
Value ($000) $313 Shares 4,145 Est. Cost $64.10 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $305 Shares 12,675 Est. Cost $23.51 Unrealized -7.2%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $295 Shares 1,978 Est. Cost $126.81 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $293 Shares 6,806 Est. Cost $39.44 Unrealized +4.0%
IJR ISHARES TR 0.1%
Value ($000) $293 Shares 4,177 Est. Cost $72.59 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $292 Shares 1,950 Est. Cost $139.18 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $291 Shares 2,788 Est. Cost $109.49 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $291 Shares 1,850 Est. Cost $118.66 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $290 Shares 874 Est. Cost $323.32 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $290 Shares 1,639 Est. Cost $176.94 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $287 Shares 2,132 Est. Cost $134.78 Unrealized
PGIM GLOBAL HIGH YIELD FD FO 0.1%
Value ($000) $282 Shares 21,286 Est. Cost $12.92 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $279 Shares 3,490 Est. Cost $71.07 Unrealized +9.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $279 Shares 2,390 Est. Cost $104.51 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $274 Shares 7,483 Est. Cost $35.99 Unrealized
RGEN REPLIGEN CORP 0.1%
Value ($000) $273 Shares 1,847 Est. Cost $117.90 Unrealized +21.2%
GRMN GARMIN LTD 0.1%
Value ($000) $272 Shares 2,862 Est. Cost $67.68 Unrealized +31.2%
BLACKROCK INC 0.1%
Value ($000) $257 Shares 455 Est. Cost $545.99 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $251 Shares 3,956 Est. Cost $63.45 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $250 Shares 7,008 Est. Cost $28.24 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $248 Shares 4,086 Est. Cost $48.31 Unrealized -6.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $243 Shares 1,006 Est. Cost $184.08 Unrealized +17.7%
EAGG ISHARES TR 0.1%
Value ($000) $243 Shares 4,299 Est. Cost $56.52 Unrealized
THO THOR INDS INC 0.1%
Value ($000) $241 Shares 2,525 Est. Cost $92.95 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $241 Shares 3,000 Est. Cost $32.65 Unrealized +21.0%
NOVT NOVANTA INC 0.1%
Value ($000) $237 Shares 2,252 Est. Cost $92.92 Unrealized +13.8%
PALL ABERDEEN STD PALLADIUM ETF T 0.1%
Value ($000) $233 Shares 1,078 Est. Cost $216.14 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $232 Shares 834 Est. Cost $60.28 Unrealized 0.0%
AMEDISYS INC 0.1%
Value ($000) $232 Shares 982 Est. Cost $236.25 Unrealized
AGNC AGNC INVT CORP 0.1%
Value ($000) $231 Shares 16,640 Est. Cost $13.88 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $230 Shares 2,480 Est. Cost $90.98 Unrealized 0.0%
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $230 Shares 13,600 Est. Cost $16.68 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $229 Shares 3,500 Est. Cost $58.78 Unrealized 0.0%
JPIN J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $224 Shares 4,344 Est. Cost $50.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $221 Shares 709 Est. Cost $261.11 Unrealized +7.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $221 Shares 5,721 Est. Cost $27.39 Unrealized -0.8%
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $220 Shares 30,928 Est. Cost $7.39 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $217 Shares 3,479 Est. Cost $56.47 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $216 Shares 3,888 Est. Cost $21.09 Unrealized 0.0%
SPFF GLOBAL X FDS 0.1%
Value ($000) $215 Shares 19,408 Est. Cost $11.02 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $215 Shares 856 Est. Cost $180.94 Unrealized 0.0%
ATLAS CORP 0.1%
Value ($000) $207 Shares 23,175 Est. Cost $7.68 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $204 Shares 735 Est. Cost $277.55 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $201 Shares 649 Est. Cost $321.78 Unrealized +7.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $200 Shares 1,822 Est. Cost $88.70 Unrealized 0.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $200 Shares 1,749 Est. Cost $107.09 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $189 Shares 12,545 Est. Cost $15.07 Unrealized
BDCZ UBS AG LONDON BRANCH 0.1%
Value ($000) $186 Shares 13,073 Est. Cost $13.98 Unrealized
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $142 Shares 10,000 Est. Cost $11.70 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $117 Shares 18,845 Est. Cost $6.55 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $84 Shares 10,191 Est. Cost $8.24 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $84 Shares 12,590 Est. Cost $5.14 Unrealized 0.0%
VEREIT INC 0.0%
Value ($000) $81 Shares 12,481 Est. Cost $6.46 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $81 Shares 11,441 Est. Cost $11.40 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $67 Shares 10,368 Est. Cost $6.02 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $30 Shares 10,794 Est. Cost $1.73 Unrealized +83.4%