Marks Group Wealth Management, Inc Diversified Active

CIK: 0001802473 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 10, 2020

Total Value ($000): $553,522 (100.0% shares, 0.0% debt)

Holdings (245)

ISHARES GOLD TRUST 3.3%
Value ($000) $18,412 Shares 1,023,477 Est. Cost $17.05 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $12,011 Shares 35,740 Est. Cost $333.64 Unrealized
AON AON PLC 1.7%
Value ($000) $9,670 Shares 46,877 Est. Cost $179.34 Unrealized +6.9%
CHIQ GLOBAL X FDS 1.6%
Value ($000) $9,095 Shares 330,835 Est. Cost $25.36 Unrealized
SYK STRYKER CORPORATION 1.6%
Value ($000) $8,809 Shares 42,278 Est. Cost $189.92 Unrealized -3.3%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $8,647 Shares 27,736 Est. Cost $251.04 Unrealized +12.0%
GOOG ALPHABET INC 1.5%
Value ($000) $8,377 Shares 5,700 Est. Cost $65.38 Unrealized +15.8%
FISV FISERV INC 1.4%
Value ($000) $7,581 Shares 73,563 Est. Cost $103.91 Unrealized -4.1%
IHS MARKIT LTD 1.3%
Value ($000) $7,377 Shares 93,970 Est. Cost $75.44 Unrealized
META FACEBOOK INC 1.3%
Value ($000) $7,060 Shares 26,955 Est. Cost $227.03 Unrealized +12.8%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $5,748 Shares 57,459 Est. Cost $85.86 Unrealized +7.1%
MSCI MSCI INC 1.0%
Value ($000) $5,429 Shares 15,217 Est. Cost $233.79 Unrealized +47.1%
RVTY PERKINELMER INC 1.0%
Value ($000) $5,378 Shares 42,843 Est. Cost $87.98 Unrealized +29.1%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $5,299 Shares 37,112 Est. Cost $103.57 Unrealized +12.8%
ABT ABBOTT LABS 1.0%
Value ($000) $5,295 Shares 48,653 Est. Cost $91.04 Unrealized +1.4%
MDT MEDTRONIC PLC 0.9%
Value ($000) $5,243 Shares 50,453 Est. Cost $82.97 Unrealized +3.9%
AVY AVERY DENNISON CORP 0.9%
Value ($000) $5,148 Shares 40,270 Est. Cost $112.48 Unrealized -4.2%
SHW SHERWIN WILLIAMS CO 0.9%
Value ($000) $5,084 Shares 7,297 Est. Cost $180.64 Unrealized +15.3%
APD AIR PRODS & CHEMS INC 0.9%
Value ($000) $5,082 Shares 17,063 Est. Cost $198.67 Unrealized +26.7%
TTC TORO CO 0.9%
Value ($000) $5,070 Shares 60,391 Est. Cost $76.29 Unrealized -1.9%
DG DOLLAR GEN CORP NEW 0.9%
Value ($000) $5,051 Shares 24,095 Est. Cost $145.94 Unrealized +24.8%
COOPER COS INC 0.9%
Value ($000) $5,015 Shares 14,876 Est. Cost $288.41 Unrealized
ICLR ICON PLC 0.9%
Value ($000) $5,011 Shares 26,224 Est. Cost $154.22 Unrealized +19.2%
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $4,977 Shares 26,435 Est. Cost $167.11 Unrealized
UNP UNION PAC CORP 0.9%
Value ($000) $4,967 Shares 25,229 Est. Cost $149.14 Unrealized +10.5%
TTEK TETRA TECH INC NEW 0.9%
Value ($000) $4,953 Shares 51,865 Est. Cost $15.19 Unrealized +17.0%
AAPL APPLE INC 0.9%
Value ($000) $4,923 Shares 42,514 Est. Cost $91.26 Unrealized +16.1%
HON HONEYWELL INTL INC 0.9%
Value ($000) $4,890 Shares 29,707 Est. Cost $141.83 Unrealized -6.1%
TTEC TTEC HLDGS INC 0.9%
Value ($000) $4,869 Shares 89,248 Est. Cost $43.79 Unrealized +20.3%
TSCO TRACTOR SUPPLY CO 0.9%
Value ($000) $4,860 Shares 33,904 Est. Cost $17.23 Unrealized +53.0%
BRO BROWN & BROWN INC 0.9%
Value ($000) $4,843 Shares 106,985 Est. Cost $35.99 Unrealized +19.5%
V VISA INC 0.9%
Value ($000) $4,842 Shares 24,210 Est. Cost $172.99 Unrealized +11.1%
COLM COLUMBIA SPORTSWEAR CO 0.9%
Value ($000) $4,814 Shares 55,356 Est. Cost $85.09 Unrealized -9.5%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $4,805 Shares 45,509 Est. Cost $85.11 Unrealized +14.8%
APH AMPHENOL CORP NEW 0.9%
Value ($000) $4,801 Shares 44,340 Est. Cost $23.98 Unrealized +4.5%
FORWARD AIR CORP 0.9%
Value ($000) $4,794 Shares 83,553 Est. Cost $59.64 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.9%
Value ($000) $4,792 Shares 41,780 Est. Cost $95.06 Unrealized +11.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.9%
Value ($000) $4,785 Shares 48,438 Est. Cost $98.22 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.9%
Value ($000) $4,756 Shares 43,610 Est. Cost $105.74 Unrealized +3.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.9%
Value ($000) $4,754 Shares 36,011 Est. Cost $108.09 Unrealized +13.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.8%
Value ($000) $4,682 Shares 77,363 Est. Cost $56.12 Unrealized +6.6%
IQV IQVIA HLDGS INC 0.8%
Value ($000) $4,648 Shares 29,489 Est. Cost $145.57 Unrealized +7.7%
G GENPACT LIMITED 0.8%
Value ($000) $4,641 Shares 119,146 Est. Cost $37.05 Unrealized -0.5%
CPRT COPART INC 0.8%
Value ($000) $4,592 Shares 43,668 Est. Cost $20.96 Unrealized +15.5%
CACI CACI INTL INC 0.8%
Value ($000) $4,582 Shares 21,492 Est. Cost $225.90 Unrealized -4.3%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $4,582 Shares 32,850 Est. Cost $126.75 Unrealized -1.4%
JBHT HUNT J B TRANS SVCS INC 0.8%
Value ($000) $4,550 Shares 36,004 Est. Cost $108.60 Unrealized +16.7%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $4,543 Shares 19,525 Est. Cost $226.01 Unrealized -0.3%
MCO MOODYS CORP 0.8%
Value ($000) $4,542 Shares 15,669 Est. Cost $212.76 Unrealized +28.3%
CRM SALESFORCE COM INC 0.8%
Value ($000) $4,541 Shares 18,068 Est. Cost $162.67 Unrealized +33.0%
BROOKFIELD ASSET MGMT INC 0.8%
Value ($000) $4,539 Shares 137,292 Est. Cost $43.55 Unrealized
CABOT MICROELECTRONICS CORP 0.8%
Value ($000) $4,531 Shares 31,728 Est. Cost $144.33 Unrealized
PRI PRIMERICA INC 0.8%
Value ($000) $4,441 Shares 39,252 Est. Cost $122.22 Unrealized -0.6%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $4,435 Shares 14,058 Est. Cost $298.08 Unrealized 0.0%
CSL CARLISLE COS INC 0.8%
Value ($000) $4,428 Shares 36,186 Est. Cost $137.80 Unrealized -16.4%
DOX AMDOCS LTD 0.8%
Value ($000) $4,393 Shares 76,516 Est. Cost $53.92 Unrealized -1.1%
BAX BAXTER INTL INC 0.8%
Value ($000) $4,326 Shares 53,796 Est. Cost $73.82 Unrealized +1.9%
CNC CENTENE CORP DEL 0.8%
Value ($000) $4,290 Shares 73,554 Est. Cost $55.37 Unrealized +12.2%
MMS MAXIMUS INC 0.8%
Value ($000) $4,287 Shares 62,672 Est. Cost $72.38 Unrealized +1.6%
FLIR SYS INC 0.8%
Value ($000) $4,283 Shares 119,478 Est. Cost $44.18 Unrealized
ZTS ZOETIS INC 0.8%
Value ($000) $4,214 Shares 25,480 Est. Cost $119.55 Unrealized +22.7%
IWP ISHARES TR 0.8%
Value ($000) $4,185 Shares 24,206 Est. Cost $172.89 Unrealized
CW CURTISS WRIGHT CORP 0.8%
Value ($000) $4,180 Shares 44,819 Est. Cost $126.78 Unrealized -26.0%
ESE ESCO TECHNOLOGIES INC 0.8%
Value ($000) $4,165 Shares 51,698 Est. Cost $85.30 Unrealized -0.6%
HILL ROM HLDGS INC 0.7%
Value ($000) $4,041 Shares 48,391 Est. Cost $108.71 Unrealized
VRSK VERISK ANALYTICS INC 0.7%
Value ($000) $3,843 Shares 20,736 Est. Cost $144.63 Unrealized +22.3%
EWC ISHARES INC 0.7%
Value ($000) $3,823 Shares 139,486 Est. Cost $29.82 Unrealized
EWD ISHARES INC 0.7%
Value ($000) $3,663 Shares 103,742 Est. Cost $32.90 Unrealized
FLGB FRANKLIN TEMPLETON ETF TR 0.6%
Value ($000) $3,532 Shares 183,485 Est. Cost $17.96 Unrealized
EWA ISHARES INC 0.6%
Value ($000) $3,507 Shares 177,823 Est. Cost $22.61 Unrealized
EWG ISHARES INC 0.6%
Value ($000) $3,506 Shares 120,350 Est. Cost $29.40 Unrealized
EWN ISHARES INC 0.6%
Value ($000) $3,447 Shares 98,957 Est. Cost $33.86 Unrealized
SPGI S&P GLOBAL INC 0.6%
Value ($000) $3,433 Shares 9,521 Est. Cost $246.86 Unrealized +36.7%
FLJP FRANKLIN TEMPLETON ETF TR 0.6%
Value ($000) $3,165 Shares 120,923 Est. Cost $26.15 Unrealized
EWQ ISHARES INC 0.6%
Value ($000) $3,157 Shares 112,986 Est. Cost $32.71 Unrealized
IDXX IDEXX LABS INC 0.6%
Value ($000) $3,148 Shares 8,008 Est. Cost $263.41 Unrealized +40.4%
GUGGENHEIM STRATEGIC OPPORTU 0.6%
Value ($000) $3,136 Shares 178,195 Est. Cost $17.13 Unrealized
EWL ISHARES INC 0.6%
Value ($000) $3,097 Shares 75,417 Est. Cost $40.63 Unrealized
EWP ISHARES INC 0.6%
Value ($000) $3,075 Shares 141,308 Est. Cost $28.30 Unrealized
FAST FASTENAL CO 0.5%
Value ($000) $2,975 Shares 65,988 Est. Cost $15.30 Unrealized +31.1%
AME AMETEK INC 0.5%
Value ($000) $2,961 Shares 29,791 Est. Cost $93.31 Unrealized 0.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,954 Shares 938 Est. Cost $109.55 Unrealized +43.9%
FICO FAIR ISAAC CORP 0.5%
Value ($000) $2,950 Shares 6,934 Est. Cost $345.11 Unrealized +23.1%
CSGP COSTAR GROUP INC 0.5%
Value ($000) $2,943 Shares 3,469 Est. Cost $60.60 Unrealized +31.5%
EWI ISHARES INC 0.5%
Value ($000) $2,941 Shares 120,649 Est. Cost $29.01 Unrealized
FCN FTI CONSULTING INC 0.5%
Value ($000) $2,778 Shares 26,215 Est. Cost $113.65 Unrealized 0.0%
CTAS CINTAS CORP 0.5%
Value ($000) $2,769 Shares 8,319 Est. Cost $61.71 Unrealized +18.1%
ESLT ELBIT SYS LTD 0.5%
Value ($000) $2,722 Shares 22,623 Est. Cost $125.12 Unrealized 0.0%
EWO ISHARES INC 0.5%
Value ($000) $2,674 Shares 182,753 Est. Cost $19.83 Unrealized
EWS ISHARES INC 0.5%
Value ($000) $2,671 Shares 142,702 Est. Cost $23.60 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.5%
Value ($000) $2,671 Shares 55,258 Est. Cost $11.27 Unrealized +7.3%
EWH ISHARES INC 0.5%
Value ($000) $2,649 Shares 120,826 Est. Cost $24.20 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $2,643 Shares 13,415 Est. Cost $137.88 Unrealized +36.3%
MORN MORNINGSTAR INC 0.5%
Value ($000) $2,581 Shares 16,069 Est. Cost $148.80 Unrealized +6.2%
ENZL ISHARES TR 0.4%
Value ($000) $2,487 Shares 43,216 Est. Cost $57.76 Unrealized
FDS FACTSET RESH SYS INC 0.4%
Value ($000) $2,441 Shares 7,288 Est. Cost $246.99 Unrealized +33.0%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,140 Shares 26,825 Est. Cost $69.60 Unrealized -7.3%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $2,080 Shares 2,931 Est. Cost $182.18 Unrealized +23.3%
WSO WATSCO INC 0.4%
Value ($000) $2,010 Shares 8,631 Est. Cost $175.89 Unrealized +28.1%
SERVICEMASTER GLOBAL HLDGS I 0.4%
Value ($000) $2,008 Shares 50,354 Est. Cost $37.06 Unrealized
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $1,944 Shares 20,736 Est. Cost $68.10 Unrealized +25.1%
VRSN VERISIGN INC 0.4%
Value ($000) $1,939 Shares 9,464 Est. Cost $187.79 Unrealized +9.0%
EWY ISHARES INC 0.3%
Value ($000) $1,767 Shares 27,037 Est. Cost $61.90 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $1,751 Shares 9,679 Est. Cost $60.24 Unrealized +51.9%
EATON VANCE TAX-MANAGED GLOB 0.3%
Value ($000) $1,719 Shares 233,560 Est. Cost $8.78 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.3%
Value ($000) $1,715 Shares 155,884 Est. Cost $11.00 Unrealized
JKHY HENRY JACK & ASSOC INC 0.3%
Value ($000) $1,714 Shares 10,541 Est. Cost $137.52 Unrealized +18.1%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $1,641 Shares 24,249 Est. Cost $23.59 Unrealized +21.2%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,638 Shares 3,710 Est. Cost $313.29 Unrealized +30.0%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $1,606 Shares 20,597 Est. Cost $82.13 Unrealized -17.2%
EWW ISHARES INC 0.3%
Value ($000) $1,604 Shares 48,095 Est. Cost $42.36 Unrealized
VEEV VEEVA SYS INC 0.3%
Value ($000) $1,592 Shares 5,661 Est. Cost $199.77 Unrealized +31.9%
EPOL ISHARES TR 0.3%
Value ($000) $1,488 Shares 90,372 Est. Cost $20.43 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,470 Shares 10,621 Est. Cost $154.71 Unrealized -15.3%
THD ISHARES INC 0.3%
Value ($000) $1,392 Shares 22,183 Est. Cost $84.45 Unrealized
TRU TRANSUNION 0.2%
Value ($000) $1,365 Shares 16,226 Est. Cost $77.83 Unrealized +8.1%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1,364 Shares 3,454 Est. Cost $361.85 Unrealized +11.3%
DOUBLELINE INCOME SOLUTIONS 0.2%
Value ($000) $1,345 Shares 83,968 Est. Cost $18.89 Unrealized
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $1,273 Shares 3,653 Est. Cost $337.86 Unrealized +2.4%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $1,272 Shares 4,087 Est. Cost $275.58 Unrealized +3.9%
EIDO ISHARES TR 0.2%
Value ($000) $1,262 Shares 73,082 Est. Cost $24.51 Unrealized
INDA ISHARES TR 0.2%
Value ($000) $1,236 Shares 36,509 Est. Cost $35.15 Unrealized
NVR NVR INC 0.2%
Value ($000) $1,229 Shares 301 Est. Cost $3860.26 Unrealized 0.0%
BLACKROCK CORPOR HI YLD FD I 0.2%
Value ($000) $1,211 Shares 113,360 Est. Cost $10.17 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.2%
Value ($000) $1,198 Shares 86,735 Est. Cost $13.24 Unrealized
FLBR FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $1,195 Shares 69,816 Est. Cost $15.52 Unrealized
WELLS FARGO INCOME OPPORTUNI 0.2%
Value ($000) $1,189 Shares 162,945 Est. Cost $7.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,144 Shares 5,372 Est. Cost $214.90 Unrealized -4.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,124 Shares 2,291 Est. Cost $341.05 Unrealized +36.4%
CACC CREDIT ACCEP CORP MICH 0.2%
Value ($000) $1,115 Shares 3,294 Est. Cost $421.62 Unrealized -0.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,049 Shares 7,047 Est. Cost $114.40 Unrealized +11.0%
CVCO CAVCO INDS INC DEL 0.2%
Value ($000) $1,039 Shares 5,764 Est. Cost $194.38 Unrealized -1.8%
EPHE ISHARES TR 0.2%
Value ($000) $1,011 Shares 38,030 Est. Cost $33.94 Unrealized
XVMMX DELAWARE INVTS MINN MUN INCO 0.2%
Value ($000) $995 Shares 76,570 Est. Cost $13.14 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $994 Shares 74,067 Est. Cost $21.92 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $965 Shares 4,177 Est. Cost $185.37 Unrealized +28.2%
IVW ISHARES TR 0.2%
Value ($000) $935 Shares 4,048 Est. Cost $193.68 Unrealized
DISH NETWORK CORPORATION 0.2%
Value ($000) $919 Shares 31,671 Est. Cost $33.69 Unrealized
ANSYS INC 0.2%
Value ($000) $899 Shares 2,747 Est. Cost $292.61 Unrealized
CBRE CLARION GLOBAL REAL EST 0.2%
Value ($000) $881 Shares 147,249 Est. Cost $8.02 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $824 Shares 4,943 Est. Cost $90.96 Unrealized +29.0%
YYY AMPLIFY ETF TR 0.1%
Value ($000) $815 Shares 55,575 Est. Cost $17.83 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $799 Shares 21,768 Est. Cost $26.61 Unrealized +1.9%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $781 Shares 5,505 Est. Cost $109.16 Unrealized +16.3%
AMGN AMGEN INC 0.1%
Value ($000) $768 Shares 3,022 Est. Cost $184.13 Unrealized +13.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $740 Shares 5,324 Est. Cost $104.61 Unrealized +11.2%
POOL POOL CORP 0.1%
Value ($000) $718 Shares 2,145 Est. Cost $220.73 Unrealized +31.8%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $711 Shares 3,141 Est. Cost $141.41 Unrealized +46.8%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $711 Shares 9,445 Est. Cost $58.48 Unrealized +10.7%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $699 Shares 2,378 Est. Cost $212.90 Unrealized
HANESBRANDS INC 0.1%
Value ($000) $698 Shares 44,349 Est. Cost $13.82 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $677 Shares 8,354 Est. Cost $57.99 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $672 Shares 14,533 Est. Cost $37.13 Unrealized +1.3%
SAP SAP SE 0.1%
Value ($000) $645 Shares 4,136 Est. Cost $134.61 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $637 Shares 8,075 Est. Cost $62.42 Unrealized -0.6%
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $625 Shares 10,536 Est. Cost $48.88 Unrealized +2.6%
DISCOVERY INC 0.1%
Value ($000) $625 Shares 28,703 Est. Cost $24.50 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $613 Shares 3,453 Est. Cost $158.77 Unrealized +2.9%
KO COCA COLA CO 0.1%
Value ($000) $609 Shares 12,327 Est. Cost $43.86 Unrealized -7.0%
GABELLI EQUITY TR INC 0.1%
Value ($000) $602 Shares 118,300 Est. Cost $5.09 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $589 Shares 9,901 Est. Cost $42.51 Unrealized +0.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $587 Shares 24,976 Est. Cost $38.78 Unrealized -43.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $581 Shares 3,280 Est. Cost $144.77 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $575 Shares 4,548 Est. Cost $116.53 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $563 Shares 9,127 Est. Cost $43.39 Unrealized +20.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $555 Shares 6,265 Est. Cost $71.56 Unrealized -6.8%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $543 Shares 5,192 Est. Cost $119.50 Unrealized
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $525 Shares 1,091 Est. Cost $440.22 Unrealized +5.7%
EWT ISHARES INC 0.1%
Value ($000) $513 Shares 11,426 Est. Cost $41.11 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $512 Shares 2,737 Est. Cost $171.72 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $497 Shares 9,095 Est. Cost $54.65 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $488 Shares 2,918 Est. Cost $159.18 Unrealized -14.4%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $484 Shares 1,019 Est. Cost $432.07 Unrealized -9.6%
BIL SPDR SER TR 0.1%
Value ($000) $458 Shares 5,009 Est. Cost $91.51 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $441 Shares 7,392 Est. Cost $47.83 Unrealized +10.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $437 Shares 4,596 Est. Cost $84.86 Unrealized -5.7%
LQD ISHARES TR 0.1%
Value ($000) $428 Shares 3,179 Est. Cost $134.63 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $424 Shares 21,933 Est. Cost $19.42 Unrealized -12.1%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $418 Shares 1,313 Est. Cost $219.47 Unrealized +29.5%
TFC TRUIST FINL CORP 0.1%
Value ($000) $416 Shares 10,931 Est. Cost $38.04 Unrealized -22.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $402 Shares 1,447 Est. Cost $212.63 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $400 Shares 1,194 Est. Cost $325.23 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $397 Shares 13,826 Est. Cost $32.05 Unrealized -21.9%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $381 Shares 5,751 Est. Cost $88.42 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $376 Shares 4,086 Est. Cost $92.65 Unrealized +7.8%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $375 Shares 7,186 Est. Cost $44.31 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $372 Shares 4,435 Est. Cost $59.98 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $360 Shares 1,581 Est. Cost $181.10 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $344 Shares 1,240 Est. Cost $195.24 Unrealized +21.7%
BLACK KNIGHT INC 0.1%
Value ($000) $343 Shares 3,939 Est. Cost $64.14 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $339 Shares 4,698 Est. Cost $75.56 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $339 Shares 1,611 Est. Cost $173.06 Unrealized +16.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $334 Shares 4,845 Est. Cost $52.01 Unrealized +10.6%
KKR KKR & CO INC 0.1%
Value ($000) $332 Shares 9,668 Est. Cost $26.81 Unrealized +24.2%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $331 Shares 2,217 Est. Cost $106.57 Unrealized +19.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $327 Shares 9,527 Est. Cost $49.43 Unrealized -34.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $320 Shares 1 Est. Cost $325723.70 Unrealized -5.8%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $320 Shares 694 Est. Cost $28.61 Unrealized +6.2%
WIX WIX COM LTD 0.1%
Value ($000) $317 Shares 1,244 Est. Cost $177.34 Unrealized +55.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $315 Shares 13,105 Est. Cost $30.75 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $313 Shares 5,673 Est. Cost $64.05 Unrealized -26.2%
VMC VULCAN MATLS CO 0.1%
Value ($000) $295 Shares 2,174 Est. Cost $132.94 Unrealized -9.5%
MKL MARKEL CORP 0.1%
Value ($000) $286 Shares 294 Est. Cost $1138.97 Unrealized -10.8%
BLACKROCK INC 0.1%
Value ($000) $283 Shares 502 Est. Cost $504.09 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $281 Shares 3,234 Est. Cost $92.75 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $278 Shares 1,002 Est. Cost $285.34 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $276 Shares 3,238 Est. Cost $96.31 Unrealized -14.3%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $276 Shares 6,744 Est. Cost $33.29 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $274 Shares 2,642 Est. Cost $95.80 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $273 Shares 3,175 Est. Cost $66.33 Unrealized +6.7%
UNILEVER PLC 0.0%
Value ($000) $269 Shares 4,361 Est. Cost $51.06 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $268 Shares 754 Est. Cost $277.78 Unrealized +11.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $264 Shares 9,041 Est. Cost $24.35 Unrealized -9.7%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $261 Shares 2,716 Est. Cost $108.67 Unrealized -21.4%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $252 Shares 820 Est. Cost $282.93 Unrealized
SE SEA LTD 0.0%
Value ($000) $249 Shares 1,618 Est. Cost $153.89 Unrealized
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $246 Shares 7,283 Est. Cost $34.73 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $232 Shares 158 Est. Cost $66.92 Unrealized +13.0%
DE DEERE & CO 0.0%
Value ($000) $221 Shares 999 Est. Cost $179.78 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $221 Shares 929 Est. Cost $237.89 Unrealized
NBIS YANDEX N V 0.0%
Value ($000) $219 Shares 3,349 Est. Cost $65.39 Unrealized
SNY SANOFI 0.0%
Value ($000) $215 Shares 4,295 Est. Cost $50.99 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $214 Shares 3,720 Est. Cost $50.43 Unrealized +10.6%
NTRA NATERA INC 0.0%
Value ($000) $214 Shares 2,967 Est. Cost $56.85 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $213 Shares 394 Est. Cost $8.06 Unrealized +43.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $211 Shares 934 Est. Cost $174.62 Unrealized +21.6%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $211 Shares 3,762 Est. Cost $43.94 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $211 Shares 1,688 Est. Cost $151.49 Unrealized -16.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $210 Shares 4,473 Est. Cost $46.01 Unrealized +2.6%
CBRE CBRE GROUP INC 0.0%
Value ($000) $207 Shares 4,410 Est. Cost $43.13 Unrealized +5.8%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $163 Shares 16,614 Est. Cost $15.11 Unrealized
GS ACQUISITION HLDGS CORP II 0.0%
Value ($000) $160 Shares 14,273 Est. Cost $11.21 Unrealized
BOULDER GROWTH & INCOME FD I 0.0%
Value ($000) $150 Shares 15,000 Est. Cost $11.80 Unrealized
ARCO ARCOS DORADOS HOLDINGS INC 0.0%
Value ($000) $144 Shares 35,156 Est. Cost $5.01 Unrealized -17.5%
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $99 Shares 24,788 Est. Cost $4.68 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $92 Shares 16,490 Est. Cost $7.19 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $79 Shares 35,014 Est. Cost $4.00 Unrealized
TV GRUPO TELEVISA SA 0.0%
Value ($000) $75 Shares 12,069 Est. Cost $5.22 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $73 Shares 26,699 Est. Cost $5.33 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $69 Shares 18,135 Est. Cost $3.15 Unrealized
LINX SA 0.0%
Value ($000) $65 Shares 10,528 Est. Cost $3.23 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $56 Shares 30,397 Est. Cost $2.40 Unrealized
GGB GERDAU SA 0.0%
Value ($000) $50 Shares 13,550 Est. Cost $4.87 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $42 Shares 10,240 Est. Cost $3.73 Unrealized
TITAN MED INC 0.0%
Value ($000) $8 Shares 10,555 Est. Cost $0.85 Unrealized