Marks Group Wealth Management, Inc Diversified Active

CIK: 0001802473 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 10, 2020

Total Value ($000): $491,995 (100.0% shares, 0.0% debt)

Holdings (238)

ISHARES GOLD TRUST 3.3%
Value ($000) $16,285 Shares 958,632 Est. Cost $16.99 Unrealized
AON AON PLC 1.7%
Value ($000) $8,504 Shares 44,106 Est. Cost $178.56 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $7,939 Shares 26,900 Est. Cost $250.11 Unrealized +4.4%
GOOG ALPHABET INC 1.6%
Value ($000) $7,720 Shares 5,507 Est. Cost $65.02 Unrealized +3.0%
V VISA INC 1.5%
Value ($000) $7,269 Shares 37,541 Est. Cost $172.99 Unrealized +1.5%
SYK STRYKER CORPORATION 1.4%
Value ($000) $6,675 Shares 36,926 Est. Cost $190.83 Unrealized -9.0%
AAPL APPLE INC 1.4%
Value ($000) $6,659 Shares 18,268 Est. Cost $71.75 Unrealized +4.7%
FISV FISERV INC 1.3%
Value ($000) $6,494 Shares 66,501 Est. Cost $104.36 Unrealized -3.5%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $5,152 Shares 56,300 Est. Cost $85.74 Unrealized -0.7%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $4,953 Shares 39,015 Est. Cost $103.57 Unrealized -3.9%
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $4,951 Shares 37,584 Est. Cost $17.23 Unrealized +16.1%
WWD WOODWARD INC 1.0%
Value ($000) $4,889 Shares 63,219 Est. Cost $104.63 Unrealized -39.7%
MSCI MSCI INC 1.0%
Value ($000) $4,880 Shares 14,634 Est. Cost $229.41 Unrealized +33.2%
BR BROADRIDGE FINL SOLUTIONS IN 1.0%
Value ($000) $4,829 Shares 38,287 Est. Cost $108.09 Unrealized -2.6%
JBHT HUNT J B TRANS SVCS INC 1.0%
Value ($000) $4,789 Shares 39,896 Est. Cost $108.60 Unrealized -5.8%
PRI PRIMERICA INC 1.0%
Value ($000) $4,741 Shares 40,650 Est. Cost $122.22 Unrealized -13.0%
RVTY PERKINELMER INC 1.0%
Value ($000) $4,726 Shares 48,187 Est. Cost $87.98 Unrealized +2.6%
FRCB FIRST REP BK SAN FRANCISCO C 1.0%
Value ($000) $4,679 Shares 44,197 Est. Cost $105.74 Unrealized -4.6%
TTEC TTEC HLDGS INC 0.9%
Value ($000) $4,667 Shares 100,314 Est. Cost $43.79 Unrealized -8.9%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.9%
Value ($000) $4,644 Shares 82,261 Est. Cost $56.12 Unrealized -2.9%
DG DOLLAR GEN CORP NEW 0.9%
Value ($000) $4,613 Shares 24,238 Est. Cost $145.94 Unrealized +14.5%
G GENPACT LIMITED 0.9%
Value ($000) $4,589 Shares 125,419 Est. Cost $37.05 Unrealized -14.9%
COLM COLUMBIA SPORTSWEAR CO 0.9%
Value ($000) $4,524 Shares 56,181 Est. Cost $85.09 Unrealized -20.5%
HILL ROM HLDGS INC 0.9%
Value ($000) $4,523 Shares 41,144 Est. Cost $113.15 Unrealized
CABOT MICROELECTRONICS CORP 0.9%
Value ($000) $4,518 Shares 32,423 Est. Cost $144.33 Unrealized
ICLR ICON PLC 0.9%
Value ($000) $4,494 Shares 26,635 Est. Cost $154.22 Unrealized +2.2%
MRSH MARSH & MCLENNAN COS INC 0.9%
Value ($000) $4,492 Shares 41,798 Est. Cost $95.06 Unrealized -2.2%
MMS MAXIMUS INC 0.9%
Value ($000) $4,486 Shares 63,637 Est. Cost $72.38 Unrealized -7.1%
FORWARD AIR CORP 0.9%
Value ($000) $4,474 Shares 89,801 Est. Cost $59.64 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.9%
Value ($000) $4,467 Shares 26,285 Est. Cost $60.24 Unrealized +22.8%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $4,432 Shares 45,348 Est. Cost $85.11 Unrealized -2.4%
APH AMPHENOL CORP NEW 0.9%
Value ($000) $4,414 Shares 45,996 Est. Cost $23.98 Unrealized -11.7%
NTRS NORTHERN TR CORP 0.9%
Value ($000) $4,412 Shares 55,466 Est. Cost $82.13 Unrealized -18.9%
UNP UNION PAC CORP 0.9%
Value ($000) $4,411 Shares 26,016 Est. Cost $149.14 Unrealized -5.2%
APD AIR PRODS & CHEMS INC 0.9%
Value ($000) $4,405 Shares 18,211 Est. Cost $198.67 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.9%
Value ($000) $4,399 Shares 56,771 Est. Cost $68.10 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.9%
Value ($000) $4,398 Shares 38,464 Est. Cost $112.70 Unrealized -11.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $4,375 Shares 76,753 Est. Cost $56.05 Unrealized -12.0%
BRO BROWN & BROWN INC 0.9%
Value ($000) $4,340 Shares 106,303 Est. Cost $35.99 Unrealized +3.1%
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $4,322 Shares 28,965 Est. Cost $126.99 Unrealized 0.0%
HON HONEYWELL INTL INC 0.9%
Value ($000) $4,313 Shares 29,792 Est. Cost $141.83 Unrealized -16.9%
WSO WATSCO INC 0.9%
Value ($000) $4,270 Shares 24,006 Est. Cost $175.89 Unrealized -5.9%
SHW SHERWIN WILLIAMS CO 0.9%
Value ($000) $4,238 Shares 7,355 Est. Cost $180.64 Unrealized -5.0%
CSL CARLISLE COS INC 0.9%
Value ($000) $4,230 Shares 35,288 Est. Cost $138.38 Unrealized -18.8%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $4,230 Shares 17,612 Est. Cost $226.08 Unrealized -2.6%
MCO MOODYS CORP 0.9%
Value ($000) $4,200 Shares 15,335 Est. Cost $211.45 Unrealized +14.6%
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $4,200 Shares 28,106 Est. Cost $154.71 Unrealized -19.7%
IQV IQVIA HLDGS INC 0.9%
Value ($000) $4,192 Shares 29,443 Est. Cost $145.57 Unrealized -6.9%
ESE ESCO TECHNOLOGIES INC 0.8%
Value ($000) $4,162 Shares 49,275 Est. Cost $85.32 Unrealized -9.1%
TTEK TETRA TECH INC NEW 0.8%
Value ($000) $4,159 Shares 52,605 Est. Cost $15.19 Unrealized 0.0%
ECL ECOLAB INC 0.8%
Value ($000) $4,147 Shares 20,802 Est. Cost $177.64 Unrealized +2.5%
BAX BAXTER INTL INC 0.8%
Value ($000) $4,134 Shares 48,037 Est. Cost $73.65 Unrealized +5.4%
IHS MARKIT LTD 0.8%
Value ($000) $4,081 Shares 53,946 Est. Cost $73.16 Unrealized
LABORATORY CORP AMER HLDGS 0.8%
Value ($000) $4,041 Shares 24,565 Est. Cost $165.50 Unrealized
CNC CENTENE CORP DEL 0.8%
Value ($000) $4,005 Shares 63,117 Est. Cost $54.25 Unrealized +20.0%
MDT MEDTRONIC PLC 0.8%
Value ($000) $3,992 Shares 43,589 Est. Cost $82.45 Unrealized -0.8%
COOPER COS INC 0.8%
Value ($000) $3,935 Shares 13,822 Est. Cost $284.69 Unrealized
TTC TORO CO 0.8%
Value ($000) $3,815 Shares 57,337 Est. Cost $76.37 Unrealized -14.0%
FLIR SYS INC 0.8%
Value ($000) $3,778 Shares 93,025 Est. Cost $46.55 Unrealized
EWC ISHARES INC 0.7%
Value ($000) $3,684 Shares 141,939 Est. Cost $29.82 Unrealized
META FACEBOOK INC 0.7%
Value ($000) $3,644 Shares 16,068 Est. Cost $207.33 Unrealized 0.0%
FLGB FRANKLIN TEMPLETON ETF TR 0.7%
Value ($000) $3,584 Shares 184,962 Est. Cost $17.96 Unrealized
CW CURTISS WRIGHT CORP 0.7%
Value ($000) $3,544 Shares 39,822 Est. Cost $130.92 Unrealized -29.0%
EWG ISHARES INC 0.7%
Value ($000) $3,524 Shares 129,451 Est. Cost $29.40 Unrealized
CPRT COPART INC 0.7%
Value ($000) $3,522 Shares 42,392 Est. Cost $20.87 Unrealized -3.8%
EWA ISHARES INC 0.7%
Value ($000) $3,470 Shares 179,847 Est. Cost $22.61 Unrealized
SPGI S&P GLOBAL INC 0.7%
Value ($000) $3,432 Shares 10,329 Est. Cost $246.86 Unrealized +16.3%
EWD ISHARES INC 0.7%
Value ($000) $3,432 Shares 110,655 Est. Cost $32.90 Unrealized
VRSK VERISK ANALYTICS INC 0.7%
Value ($000) $3,365 Shares 19,777 Est. Cost $143.07 Unrealized +6.5%
ZTS ZOETIS INC 0.7%
Value ($000) $3,360 Shares 24,493 Est. Cost $118.46 Unrealized +5.1%
BROOKFIELD ASSET MGMT INC 0.7%
Value ($000) $3,350 Shares 101,852 Est. Cost $47.20 Unrealized
EWN ISHARES INC 0.7%
Value ($000) $3,347 Shares 102,283 Est. Cost $33.86 Unrealized
FAST FASTENAL CO 0.7%
Value ($000) $3,289 Shares 76,787 Est. Cost $15.30 Unrealized +8.4%
CRM SALESFORCE COM INC 0.7%
Value ($000) $3,250 Shares 17,389 Est. Cost $160.57 Unrealized +3.7%
EWQ ISHARES INC 0.6%
Value ($000) $3,134 Shares 114,288 Est. Cost $32.71 Unrealized
EWP ISHARES INC 0.6%
Value ($000) $3,113 Shares 138,685 Est. Cost $28.43 Unrealized
EWL ISHARES INC 0.6%
Value ($000) $2,969 Shares 76,142 Est. Cost $40.63 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.6%
Value ($000) $2,946 Shares 120,893 Est. Cost $26.15 Unrealized
EWI ISHARES INC 0.6%
Value ($000) $2,943 Shares 122,176 Est. Cost $29.01 Unrealized
CTAS CINTAS CORP 0.6%
Value ($000) $2,909 Shares 10,958 Est. Cost $61.71 Unrealized -11.4%
FICO FAIR ISAAC CORP 0.6%
Value ($000) $2,743 Shares 6,533 Est. Cost $340.22 Unrealized +7.3%
CALAMOS CONV OPP AND INC FD 0.5%
Value ($000) $2,705 Shares 254,229 Est. Cost $11.00 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $2,672 Shares 934 Est. Cost $109.55 Unrealized +10.3%
IDXX IDEXX LABS INC 0.5%
Value ($000) $2,634 Shares 7,945 Est. Cost $263.41 Unrealized +9.9%
EWH ISHARES INC 0.5%
Value ($000) $2,606 Shares 121,772 Est. Cost $24.20 Unrealized
EWO ISHARES INC 0.5%
Value ($000) $2,601 Shares 173,444 Est. Cost $20.11 Unrealized
EWS ISHARES INC 0.5%
Value ($000) $2,585 Shares 137,405 Est. Cost $23.79 Unrealized
EWW ISHARES INC 0.5%
Value ($000) $2,540 Shares 79,829 Est. Cost $42.36 Unrealized
EPOL ISHARES TR 0.5%
Value ($000) $2,524 Shares 151,792 Est. Cost $20.43 Unrealized
ENZL ISHARES TR 0.5%
Value ($000) $2,475 Shares 43,848 Est. Cost $57.76 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $2,415 Shares 13,765 Est. Cost $137.88 Unrealized 0.0%
EWY ISHARES INC 0.5%
Value ($000) $2,380 Shares 41,768 Est. Cost $61.90 Unrealized
CSGP COSTAR GROUP INC 0.5%
Value ($000) $2,364 Shares 3,329 Est. Cost $59.80 Unrealized +8.1%
IBKR INTERACTIVE BROKERS GROUP IN 0.5%
Value ($000) $2,308 Shares 54,966 Est. Cost $11.27 Unrealized -10.3%
FDS FACTSET RESH SYS INC 0.5%
Value ($000) $2,306 Shares 6,936 Est. Cost $242.85 Unrealized +12.8%
THD ISHARES INC 0.4%
Value ($000) $2,209 Shares 31,441 Est. Cost $84.45 Unrealized
MORN MORNINGSTAR INC 0.4%
Value ($000) $2,178 Shares 15,369 Est. Cost $148.39 Unrealized -4.9%
EIDO ISHARES TR 0.4%
Value ($000) $2,100 Shares 116,945 Est. Cost $24.51 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.4%
Value ($000) $2,032 Shares 120,225 Est. Cost $16.90 Unrealized
INDA ISHARES TR 0.4%
Value ($000) $2,022 Shares 69,547 Est. Cost $35.15 Unrealized
FLBR FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $2,009 Shares 111,829 Est. Cost $15.52 Unrealized
CACI CACI INTL INC 0.4%
Value ($000) $2,009 Shares 9,176 Est. Cost $239.05 Unrealized 0.0%
PAYX PAYCHEX INC 0.4%
Value ($000) $1,891 Shares 25,004 Est. Cost $69.97 Unrealized -15.7%
VRSN VERISIGN INC 0.4%
Value ($000) $1,854 Shares 9,031 Est. Cost $186.98 Unrealized +10.1%
DOX AMDOCS LTD 0.4%
Value ($000) $1,831 Shares 30,253 Est. Cost $54.82 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.4%
Value ($000) $1,818 Shares 9,885 Est. Cost $135.86 Unrealized +19.8%
EATON VANCE TAX-MANAGED GLOB 0.4%
Value ($000) $1,723 Shares 233,560 Est. Cost $8.78 Unrealized
SERVICEMASTER GLOBAL HLDGS I 0.3%
Value ($000) $1,661 Shares 46,536 Est. Cost $36.83 Unrealized
CHIQ GLOBAL X FDS 0.3%
Value ($000) $1,637 Shares 78,303 Est. Cost $18.50 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $1,602 Shares 2,742 Est. Cost $179.26 Unrealized 0.0%
EPHE ISHARES TR 0.3%
Value ($000) $1,595 Shares 59,318 Est. Cost $33.94 Unrealized
TRU TRANSUNION 0.3%
Value ($000) $1,380 Shares 15,821 Est. Cost $77.66 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $1,316 Shares 23,839 Est. Cost $23.50 Unrealized -12.3%
VEEV VEEVA SYS INC 0.3%
Value ($000) $1,304 Shares 5,534 Est. Cost $198.31 Unrealized 0.0%
CACC CREDIT ACCEP CORP MICH 0.3%
Value ($000) $1,298 Shares 3,097 Est. Cost $421.68 Unrealized -17.4%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,298 Shares 3,587 Est. Cost $310.06 Unrealized +6.5%
BLACKROCK CORPOR HI YLD FD I 0.2%
Value ($000) $1,153 Shares 113,360 Est. Cost $10.17 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.2%
Value ($000) $1,148 Shares 86,735 Est. Cost $13.24 Unrealized
WELLS FARGO INCOME OPPORTUNI 0.2%
Value ($000) $1,144 Shares 162,945 Est. Cost $7.02 Unrealized
CVCO CAVCO INDS INC DEL 0.2%
Value ($000) $1,049 Shares 5,384 Est. Cost $194.63 Unrealized -15.8%
DISH NETWORK CORPORATION 0.2%
Value ($000) $1,029 Shares 29,403 Est. Cost $34.05 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,005 Shares 74,067 Est. Cost $21.92 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.2%
Value ($000) $992 Shares 64,533 Est. Cost $19.76 Unrealized
XVMMX DELAWARE INVTS MINN MUN INCO 0.2%
Value ($000) $968 Shares 76,570 Est. Cost $13.14 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $967 Shares 6,882 Est. Cost $114.10 Unrealized +8.9%
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $953 Shares 2,831 Est. Cost $335.55 Unrealized 0.0%
ADSK AUTODESK INC 0.2%
Value ($000) $950 Shares 4,183 Est. Cost $185.37 Unrealized +6.0%
STE STERIS PLC 0.2%
Value ($000) $945 Shares 6,061 Est. Cost $144.84 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value ($000) $937 Shares 2,301 Est. Cost $341.05 Unrealized +8.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $924 Shares 5,049 Est. Cost $215.56 Unrealized -15.3%
CBRE CLARION GLOBAL REAL EST 0.2%
Value ($000) $879 Shares 147,249 Est. Cost $8.02 Unrealized
DISCOVERY INC 0.2%
Value ($000) $867 Shares 40,316 Est. Cost $24.50 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $840 Shares 4,048 Est. Cost $193.68 Unrealized
EWT ISHARES INC 0.2%
Value ($000) $839 Shares 21,313 Est. Cost $41.11 Unrealized
ANSYS INC 0.2%
Value ($000) $800 Shares 2,734 Est. Cost $292.61 Unrealized
YYY AMPLIFY ETF TR 0.2%
Value ($000) $796 Shares 55,575 Est. Cost $17.83 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $767 Shares 2,046 Est. Cost $333.73 Unrealized +3.8%
AMGN AMGEN INC 0.1%
Value ($000) $712 Shares 2,998 Est. Cost $184.13 Unrealized +4.1%
PFE PFIZER INC 0.1%
Value ($000) $703 Shares 21,571 Est. Cost $26.61 Unrealized -2.3%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $639 Shares 5,310 Est. Cost $104.61 Unrealized -2.9%
D DOMINION ENERGY INC 0.1%
Value ($000) $636 Shares 7,843 Est. Cost $62.43 Unrealized +0.4%
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $633 Shares 1,003 Est. Cost $438.02 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $621 Shares 24,091 Est. Cost $39.41 Unrealized -39.2%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $604 Shares 5,341 Est. Cost $108.61 Unrealized +6.1%
SAP SAP SE 0.1%
Value ($000) $592 Shares 4,229 Est. Cost $134.61 Unrealized
POOL POOL CORPORATION 0.1%
Value ($000) $582 Shares 2,046 Est. Cost $217.33 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $572 Shares 9,109 Est. Cost $58.25 Unrealized -1.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $563 Shares 5,034 Est. Cost $90.96 Unrealized -12.3%
TIP ISHARES TR 0.1%
Value ($000) $560 Shares 4,548 Est. Cost $116.53 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $559 Shares 14,409 Est. Cost $37.13 Unrealized -11.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $550 Shares 3,280 Est. Cost $144.77 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $547 Shares 12,148 Est. Cost $43.90 Unrealized -11.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $541 Shares 8,718 Est. Cost $42.99 Unrealized +16.1%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $539 Shares 1,724 Est. Cost $260.88 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $536 Shares 9,713 Est. Cost $42.51 Unrealized -4.1%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $534 Shares 3,024 Est. Cost $138.85 Unrealized +14.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $527 Shares 9,284 Est. Cost $57.99 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $517 Shares 5,192 Est. Cost $119.50 Unrealized
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $512 Shares 10,462 Est. Cost $48.88 Unrealized -14.8%
HANESBRANDS INC 0.1%
Value ($000) $505 Shares 44,657 Est. Cost $13.82 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $501 Shares 12,828 Est. Cost $32.60 Unrealized 0.0%
BIL SPDR SER TR 0.1%
Value ($000) $494 Shares 5,392 Est. Cost $91.51 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $492 Shares 2,283 Est. Cost $209.53 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $488 Shares 1,105 Est. Cost $432.07 Unrealized -27.2%
FIRST TR MLP & ENERGY INCOME 0.1%
Value ($000) $487 Shares 86,708 Est. Cost $11.94 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $486 Shares 6,096 Est. Cost $71.69 Unrealized -5.7%
IWB ISHARES TR 0.1%
Value ($000) $470 Shares 2,737 Est. Cost $171.72 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $453 Shares 3,270 Est. Cost $158.52 Unrealized -8.3%
SCI SERVICE CORP INTL 0.1%
Value ($000) $435 Shares 11,540 Est. Cost $44.89 Unrealized -14.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $409 Shares 1,373 Est. Cost $219.47 Unrealized +24.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $405 Shares 9,092 Est. Cost $50.25 Unrealized -30.7%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $401 Shares 21,501 Est. Cost $19.47 Unrealized -23.6%
ORCL ORACLE CORP 0.1%
Value ($000) $399 Shares 7,265 Est. Cost $47.74 Unrealized +2.6%
GPC GENUINE PARTS CO 0.1%
Value ($000) $397 Shares 4,548 Est. Cost $84.91 Unrealized -20.7%
TFC TRUIST FINL CORP 0.1%
Value ($000) $396 Shares 10,616 Est. Cost $38.30 Unrealized -27.6%
KMX CARMAX INC 0.1%
Value ($000) $391 Shares 4,364 Est. Cost $92.65 Unrealized -15.4%
CME CME GROUP INC 0.1%
Value ($000) $382 Shares 2,662 Est. Cost $161.38 Unrealized -10.6%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $368 Shares 5,544 Est. Cost $89.25 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $367 Shares 4,015 Est. Cost $76.55 Unrealized +7.1%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $360 Shares 7,186 Est. Cost $44.31 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $358 Shares 1,447 Est. Cost $212.63 Unrealized
WIX WIX COM LTD 0.1%
Value ($000) $354 Shares 1,381 Est. Cost $177.34 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $351 Shares 1,398 Est. Cost $195.24 Unrealized +2.3%
IVV ISHARES TR 0.1%
Value ($000) $345 Shares 1,114 Est. Cost $258.27 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $340 Shares 4,435 Est. Cost $59.98 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $334 Shares 790 Est. Cost $28.61 Unrealized -8.6%
MSFT MICROSOFT CORP 0.1%
Value ($000) $333 Shares 1,637 Est. Cost $173.06 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $319 Shares 1,581 Est. Cost $181.10 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $316 Shares 10,227 Est. Cost $26.81 Unrealized -5.0%
NOBL PROSHARES TR 0.1%
Value ($000) $316 Shares 4,698 Est. Cost $75.56 Unrealized
BLACK KNIGHT INC 0.1%
Value ($000) $312 Shares 4,293 Est. Cost $64.14 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $304 Shares 13,105 Est. Cost $30.75 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $290 Shares 3,328 Est. Cost $92.75 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $287 Shares 4,595 Est. Cost $51.71 Unrealized +2.1%
CLEARBRIDGE MLP AND MIDSTRM 0.1%
Value ($000) $287 Shares 89,918 Est. Cost $11.25 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $286 Shares 5,545 Est. Cost $64.43 Unrealized -35.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $281 Shares 912 Est. Cost $322.20 Unrealized
MKL MARKEL CORP 0.1%
Value ($000) $280 Shares 303 Est. Cost $1138.97 Unrealized -20.2%
BLACKROCK INC 0.1%
Value ($000) $275 Shares 496 Est. Cost $503.37 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $275 Shares 2,176 Est. Cost $106.19 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $269 Shares 8,840 Est. Cost $24.41 Unrealized -13.6%
VMC VULCAN MATLS CO 0.1%
Value ($000) $268 Shares 2,316 Est. Cost $132.94 Unrealized -21.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $267 Shares 1 Est. Cost $325723.70 Unrealized -15.9%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $261 Shares 6,735 Est. Cost $33.29 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $260 Shares 2,769 Est. Cost $108.67 Unrealized -24.8%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $258 Shares 1,002 Est. Cost $285.34 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $253 Shares 2,641 Est. Cost $95.80 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $248 Shares 175 Est. Cost $66.92 Unrealized 0.0%
SPIRIT RLTY CAP INC NEW 0.1%
Value ($000) $246 Shares 7,078 Est. Cost $34.76 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $245 Shares 3,342 Est. Cost $96.31 Unrealized -23.9%
UNILEVER PLC 0.0%
Value ($000) $240 Shares 4,361 Est. Cost $51.06 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $234 Shares 1,089 Est. Cost $174.62 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $233 Shares 3,165 Est. Cost $66.33 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $232 Shares 820 Est. Cost $282.93 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $231 Shares 4,473 Est. Cost $46.01 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $230 Shares 760 Est. Cost $277.78 Unrealized +0.5%
CBRE CBRE GROUP INC 0.0%
Value ($000) $221 Shares 4,883 Est. Cost $43.13 Unrealized 0.0%
SNY SANOFI 0.0%
Value ($000) $219 Shares 4,295 Est. Cost $50.99 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $218 Shares 3,998 Est. Cost $50.43 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $211 Shares 554 Est. Cost $8.06 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $209 Shares 1,988 Est. Cost $40.35 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $209 Shares 1,334 Est. Cost $111.44 Unrealized -8.1%
IT GARTNER INC 0.0%
Value ($000) $204 Shares 1,681 Est. Cost $151.49 Unrealized -23.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $203 Shares 1,813 Est. Cost $132.02 Unrealized -18.3%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $154 Shares 16,614 Est. Cost $15.11 Unrealized
ARCO ARCOS DORADOS HOLDINGS INC 0.0%
Value ($000) $145 Shares 34,694 Est. Cost $5.02 Unrealized -31.0%
BOULDER GROWTH & INCOME FD I 0.0%
Value ($000) $141 Shares 15,000 Est. Cost $11.80 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $116 Shares 24,788 Est. Cost $4.68 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $103 Shares 30,562 Est. Cost $5.33 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $93 Shares 35,014 Est. Cost $4.00 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $92 Shares 16,490 Est. Cost $7.19 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $73 Shares 30,397 Est. Cost $2.40 Unrealized
TV GRUPO TELEVISA SA 0.0%
Value ($000) $63 Shares 12,069 Est. Cost $5.22 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $52 Shares 18,135 Est. Cost $3.15 Unrealized
LINX SA 0.0%
Value ($000) $48 Shares 10,528 Est. Cost $3.23 Unrealized
ASX ASE TECHNOLOGY HOLDING CO LT 0.0%
Value ($000) $46 Shares 10,240 Est. Cost $3.73 Unrealized
GGB GERDAU SA 0.0%
Value ($000) $40 Shares 13,550 Est. Cost $4.87 Unrealized
TITAN MED INC 0.0%
Value ($000) $9 Shares 10,555 Est. Cost $0.85 Unrealized