Marks Group Wealth Management, Inc Diversified Active

CIK: 0001802473 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $674,786 (100.0% shares, 0.0% debt)

Holdings (254)

ISHARES GOLD TR 3.1%
Value ($000) $20,834 Shares 1,281,142 Est. Cost $17.04 Unrealized
GOOG ALPHABET INC 1.8%
Value ($000) $11,861 Shares 5,806 Est. Cost $65.82 Unrealized +49.6%
AON AON PLC 1.7%
Value ($000) $11,779 Shares 51,106 Est. Cost $181.35 Unrealized +17.1%
IHS MARKIT LTD 1.7%
Value ($000) $11,636 Shares 120,165 Est. Cost $79.95 Unrealized
META FACEBOOK INC 1.7%
Value ($000) $11,248 Shares 38,205 Est. Cost $239.03 Unrealized +11.9%
CHIQ GLOBAL X FDS 1.6%
Value ($000) $11,111 Shares 332,034 Est. Cost $25.98 Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $10,526 Shares 28,359 Est. Cost $251.94 Unrealized +26.9%
SYK STRYKER CORPORATION 1.5%
Value ($000) $10,281 Shares 42,311 Est. Cost $189.92 Unrealized +19.9%
IVV ISHARES TR 1.4%
Value ($000) $9,686 Shares 24,349 Est. Cost $333.64 Unrealized
FISV FISERV INC 1.3%
Value ($000) $9,038 Shares 76,084 Est. Cost $104.02 Unrealized +10.3%
FBND FIDELITY COVINGTON TRUST 1.3%
Value ($000) $8,732 Shares 166,738 Est. Cost $53.99 Unrealized
IWP ISHARES TR 1.2%
Value ($000) $7,880 Shares 77,207 Est. Cost $124.45 Unrealized
MSCI MSCI INC 1.0%
Value ($000) $7,066 Shares 16,862 Est. Cost $248.45 Unrealized +60.8%
ROP ROPER TECHNOLOGIES INC 1.0%
Value ($000) $6,781 Shares 16,892 Est. Cost $384.15 Unrealized +1.5%
TTEC TTEC HLDGS INC 1.0%
Value ($000) $6,705 Shares 66,673 Est. Cost $43.79 Unrealized +93.8%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $6,626 Shares 34,991 Est. Cost $103.57 Unrealized +46.1%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $6,553 Shares 58,826 Est. Cost $86.07 Unrealized +23.7%
FCN FTI CONSULTING INC 1.0%
Value ($000) $6,480 Shares 46,253 Est. Cost $115.70 Unrealized +2.4%
TSCO TRACTOR SUPPLY CO 0.9%
Value ($000) $6,319 Shares 35,713 Est. Cost $17.77 Unrealized +65.8%
AVY AVERY DENNISON CORP 0.9%
Value ($000) $6,226 Shares 33,891 Est. Cost $112.48 Unrealized +39.8%
JBHT HUNT J B TRANS SVCS INC 0.9%
Value ($000) $6,207 Shares 36,832 Est. Cost $109.22 Unrealized +31.7%
FRCB FIRST REP BK SAN FRANCISCO C 0.9%
Value ($000) $6,146 Shares 36,608 Est. Cost $105.74 Unrealized +51.2%
TGT TARGET CORP 0.9%
Value ($000) $6,086 Shares 30,594 Est. Cost $163.21 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $6,031 Shares 23,636 Est. Cost $167.11 Unrealized
TTEK TETRA TECH INC NEW 0.9%
Value ($000) $6,023 Shares 44,361 Est. Cost $15.19 Unrealized +74.5%
COLM COLUMBIA SPORTSWEAR CO 0.9%
Value ($000) $5,957 Shares 56,455 Est. Cost $85.22 Unrealized +7.9%
ABT ABBOTT LABS 0.9%
Value ($000) $5,914 Shares 49,270 Est. Cost $91.23 Unrealized +19.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.9%
Value ($000) $5,904 Shares 41,260 Est. Cost $98.22 Unrealized +44.4%
MDT MEDTRONIC PLC 0.9%
Value ($000) $5,876 Shares 49,816 Est. Cost $82.97 Unrealized +22.6%
CMC MATERIALS INC 0.9%
Value ($000) $5,852 Shares 33,115 Est. Cost $152.25 Unrealized
HON HONEYWELL INTL INC 0.9%
Value ($000) $5,822 Shares 26,849 Est. Cost $141.83 Unrealized +24.6%
MMS MAXIMUS INC 0.9%
Value ($000) $5,812 Shares 65,140 Est. Cost $72.65 Unrealized +12.5%
ROCK GIBRALTAR INDS INC 0.9%
Value ($000) $5,786 Shares 63,140 Est. Cost $91.76 Unrealized 0.0%
FORWARD AIR CORP 0.8%
Value ($000) $5,717 Shares 64,246 Est. Cost $59.64 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $5,686 Shares 30,116 Est. Cost $126.75 Unrealized +23.6%
PRI PRIMERICA INC 0.8%
Value ($000) $5,643 Shares 38,155 Est. Cost $122.22 Unrealized +17.3%
CSL CARLISLE COS INC 0.8%
Value ($000) $5,616 Shares 34,209 Est. Cost $137.80 Unrealized +5.3%
TTC TORO CO 0.8%
Value ($000) $5,602 Shares 54,295 Est. Cost $76.29 Unrealized +31.0%
UNP UNION PAC CORP 0.8%
Value ($000) $5,571 Shares 25,224 Est. Cost $149.14 Unrealized +26.1%
V VISA INC 0.8%
Value ($000) $5,561 Shares 26,271 Est. Cost $175.04 Unrealized +16.1%
IQV IQVIA HLDGS INC 0.8%
Value ($000) $5,500 Shares 28,506 Est. Cost $145.57 Unrealized +29.0%
AME AMETEK INC 0.8%
Value ($000) $5,484 Shares 42,919 Est. Cost $100.83 Unrealized +15.9%
APH AMPHENOL CORP NEW 0.8%
Value ($000) $5,469 Shares 82,928 Est. Cost $27.31 Unrealized +13.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $5,444 Shares 35,570 Est. Cost $108.09 Unrealized +25.8%
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $5,432 Shares 43,767 Est. Cost $85.11 Unrealized +34.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.8%
Value ($000) $5,423 Shares 77,664 Est. Cost $56.12 Unrealized +20.4%
MRSH MARSH & MCLENNAN COS INC 0.8%
Value ($000) $5,415 Shares 44,454 Est. Cost $95.74 Unrealized +11.8%
SHW SHERWIN WILLIAMS CO 0.8%
Value ($000) $5,413 Shares 7,369 Est. Cost $181.26 Unrealized +25.8%
ESE ESCO TECHNOLOGIES INC 0.8%
Value ($000) $5,403 Shares 49,526 Est. Cost $85.30 Unrealized +22.1%
G GENPACT LIMITED 0.8%
Value ($000) $5,365 Shares 125,338 Est. Cost $37.14 Unrealized +5.1%
MCO MOODYS CORP 0.8%
Value ($000) $5,364 Shares 17,963 Est. Cost $219.94 Unrealized +22.9%
COOPER COS INC 0.8%
Value ($000) $5,360 Shares 13,927 Est. Cost $288.41 Unrealized
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $5,329 Shares 16,395 Est. Cost $295.27 Unrealized -5.8%
VRSK VERISK ANALYTICS INC 0.8%
Value ($000) $5,316 Shares 30,155 Est. Cost $155.33 Unrealized +14.2%
CACI CACI INTL INC 0.8%
Value ($000) $5,272 Shares 21,502 Est. Cost $225.90 Unrealized +5.9%
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $5,254 Shares 18,623 Est. Cost $201.92 Unrealized +18.9%
ICLR ICON PLC 0.8%
Value ($000) $5,245 Shares 26,678 Est. Cost $155.37 Unrealized +27.1%
BRO BROWN & BROWN INC 0.8%
Value ($000) $5,183 Shares 113,462 Est. Cost $36.46 Unrealized +21.9%
BAX BAXTER INTL INC 0.8%
Value ($000) $5,095 Shares 60,385 Est. Cost $73.55 Unrealized -2.9%
DOX AMDOCS LTD 0.8%
Value ($000) $5,067 Shares 72,344 Est. Cost $53.92 Unrealized +26.3%
DG DOLLAR GEN CORP NEW 0.7%
Value ($000) $5,036 Shares 25,008 Est. Cost $147.85 Unrealized +24.8%
CPRT COPART INC 0.7%
Value ($000) $5,026 Shares 46,264 Est. Cost $21.39 Unrealized +31.8%
RVTY PERKINELMER INC 0.7%
Value ($000) $4,952 Shares 38,568 Est. Cost $87.98 Unrealized +55.7%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $4,859 Shares 20,029 Est. Cost $226.00 Unrealized -0.2%
CNC CENTENE CORP DEL 0.7%
Value ($000) $4,856 Shares 76,012 Est. Cost $55.56 Unrealized +11.4%
LDOS LEIDOS HOLDINGS INC 0.7%
Value ($000) $4,851 Shares 50,424 Est. Cost $94.74 Unrealized 0.0%
BROOKFIELD ASSET MGMT INC 0.7%
Value ($000) $4,737 Shares 106,657 Est. Cost $43.41 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $4,667 Shares 38,224 Est. Cost $91.26 Unrealized +37.0%
EWC ISHARES INC 0.7%
Value ($000) $4,520 Shares 132,555 Est. Cost $29.82 Unrealized
EWD ISHARES INC 0.7%
Value ($000) $4,485 Shares 100,557 Est. Cost $32.90 Unrealized
ZTS ZOETIS INC 0.7%
Value ($000) $4,481 Shares 28,385 Est. Cost $123.02 Unrealized +23.3%
FLGB FRANKLIN TEMPLETON ETF TR 0.7%
Value ($000) $4,470 Shares 186,938 Est. Cost $18.14 Unrealized
EWA ISHARES INC 0.7%
Value ($000) $4,395 Shares 177,515 Est. Cost $22.61 Unrealized
CRM SALESFORCE COM INC 0.6%
Value ($000) $4,256 Shares 20,052 Est. Cost $169.12 Unrealized +30.1%
EWG ISHARES INC 0.6%
Value ($000) $4,223 Shares 126,478 Est. Cost $29.53 Unrealized
EWN ISHARES INC 0.6%
Value ($000) $4,155 Shares 90,188 Est. Cost $33.86 Unrealized
EWP ISHARES INC 0.6%
Value ($000) $3,964 Shares 144,726 Est. Cost $28.26 Unrealized
IDXX IDEXX LABS INC 0.6%
Value ($000) $3,886 Shares 8,058 Est. Cost $263.41 Unrealized +90.2%
EWQ ISHARES INC 0.6%
Value ($000) $3,884 Shares 111,619 Est. Cost $32.73 Unrealized
EWL ISHARES INC 0.6%
Value ($000) $3,832 Shares 86,579 Est. Cost $41.15 Unrealized
SPGI S&P GLOBAL INC 0.6%
Value ($000) $3,816 Shares 10,835 Est. Cost $255.91 Unrealized +24.9%
EWS ISHARES INC 0.6%
Value ($000) $3,781 Shares 161,756 Est. Cost $23.36 Unrealized
EWI ISHARES INC 0.6%
Value ($000) $3,775 Shares 119,777 Est. Cost $29.04 Unrealized
FICO FAIR ISAAC CORP 0.6%
Value ($000) $3,768 Shares 7,840 Est. Cost $359.51 Unrealized +32.2%
GUGGENHEIM STRATEGIC OPPORTU 0.6%
Value ($000) $3,740 Shares 178,195 Est. Cost $17.13 Unrealized
MORN MORNINGSTAR INC 0.6%
Value ($000) $3,730 Shares 16,551 Est. Cost $150.07 Unrealized +56.2%
FLJP FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $3,683 Shares 121,073 Est. Cost $26.20 Unrealized
EWO ISHARES INC 0.5%
Value ($000) $3,428 Shares 156,039 Est. Cost $19.83 Unrealized
EWH ISHARES INC 0.5%
Value ($000) $3,412 Shares 128,216 Est. Cost $24.22 Unrealized
CACC CREDIT ACCEP CORP MICH 0.5%
Value ($000) $3,388 Shares 9,397 Est. Cost $370.61 Unrealized -2.2%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,280 Shares 13,590 Est. Cost $139.24 Unrealized +80.9%
AMZN AMAZON COM INC 0.5%
Value ($000) $3,226 Shares 1,063 Est. Cost $115.36 Unrealized +37.4%
IBKR INTERACTIVE BROKERS GROUP IN 0.5%
Value ($000) $3,203 Shares 43,777 Est. Cost $11.40 Unrealized +53.8%
CSGP COSTAR GROUP INC 0.5%
Value ($000) $3,183 Shares 3,875 Est. Cost $63.36 Unrealized +36.3%
CTAS CINTAS CORP 0.5%
Value ($000) $3,091 Shares 9,130 Est. Cost $63.49 Unrealized +27.5%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,999 Shares 30,510 Est. Cost $70.67 Unrealized +13.7%
FAST FASTENAL CO 0.4%
Value ($000) $2,888 Shares 57,447 Est. Cost $15.30 Unrealized +39.1%
ENZL ISHARES TR 0.4%
Value ($000) $2,855 Shares 45,757 Est. Cost $58.11 Unrealized
FDS FACTSET RESH SYS INC 0.4%
Value ($000) $2,627 Shares 8,487 Est. Cost $255.63 Unrealized +18.2%
TYL TYLER TECHNOLOGIES INC 0.4%
Value ($000) $2,557 Shares 6,004 Est. Cost $374.15 Unrealized +15.5%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $2,315 Shares 3,189 Est. Cost $187.66 Unrealized +34.1%
VRSN VERISIGN INC 0.3%
Value ($000) $2,207 Shares 11,071 Est. Cost $189.40 Unrealized +2.8%
EATON VANCE TAX-MANAGED GLOB 0.3%
Value ($000) $2,165 Shares 232,876 Est. Cost $8.78 Unrealized
EWY ISHARES INC 0.3%
Value ($000) $2,159 Shares 24,073 Est. Cost $61.90 Unrealized
EWW ISHARES INC 0.3%
Value ($000) $2,059 Shares 47,135 Est. Cost $42.36 Unrealized
MKTX MARKETAXESS HLDGS INC 0.3%
Value ($000) $1,958 Shares 4,179 Est. Cost $490.40 Unrealized +2.6%
JKHY HENRY JACK & ASSOC INC 0.3%
Value ($000) $1,914 Shares 12,611 Est. Cost $138.94 Unrealized +3.3%
THD ISHARES INC 0.3%
Value ($000) $1,796 Shares 22,021 Est. Cost $84.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,789 Shares 3,993 Est. Cost $324.19 Unrealized +45.3%
EPOL ISHARES TR 0.3%
Value ($000) $1,755 Shares 97,470 Est. Cost $20.31 Unrealized
TRU TRANSUNION 0.2%
Value ($000) $1,614 Shares 17,907 Est. Cost $78.84 Unrealized +11.6%
GABELLI EQUITY TR INC 0.2%
Value ($000) $1,610 Shares 236,140 Est. Cost $5.68 Unrealized
ANSYS INC 0.2%
Value ($000) $1,607 Shares 4,819 Est. Cost $310.61 Unrealized
NVR NVR INC 0.2%
Value ($000) $1,599 Shares 329 Est. Cost $3898.59 Unrealized +15.1%
VEEV VEEVA SYS INC 0.2%
Value ($000) $1,588 Shares 6,051 Est. Cost $204.90 Unrealized +36.0%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $1,588 Shares 4,344 Est. Cost $282.24 Unrealized +36.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,575 Shares 5,997 Est. Cost $216.39 Unrealized +12.2%
INDA ISHARES TR 0.2%
Value ($000) $1,526 Shares 36,358 Est. Cost $35.15 Unrealized
YYY AMPLIFY ETF TR 0.2%
Value ($000) $1,524 Shares 91,283 Est. Cost $17.39 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.2%
Value ($000) $1,509 Shares 83,085 Est. Cost $18.89 Unrealized
CVCO CAVCO INDS INC DEL 0.2%
Value ($000) $1,494 Shares 6,652 Est. Cost $194.33 Unrealized +7.2%
EIDO ISHARES TR 0.2%
Value ($000) $1,492 Shares 68,904 Est. Cost $24.48 Unrealized
FLBR FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $1,476 Shares 71,429 Est. Cost $16.21 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,452 Shares 74,067 Est. Cost $21.92 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $1,446 Shares 189,460 Est. Cost $6.90 Unrealized
ROL ROLLINS INC 0.2%
Value ($000) $1,439 Shares 41,880 Est. Cost $33.68 Unrealized 0.0%
WELLS FARGO ADVANTAGE INCOME 0.2%
Value ($000) $1,375 Shares 162,945 Est. Cost $7.02 Unrealized
DISH NETWORK CORPORATION 0.2%
Value ($000) $1,373 Shares 38,092 Est. Cost $33.65 Unrealized
UI UBIQUITI INC 0.2%
Value ($000) $1,360 Shares 4,645 Est. Cost $263.14 Unrealized +19.6%
PGIM HIGH YIELD BOND FUND IN 0.2%
Value ($000) $1,358 Shares 86,735 Est. Cost $13.24 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.2%
Value ($000) $1,331 Shares 113,360 Est. Cost $10.17 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,225 Shares 7,493 Est. Cost $115.62 Unrealized +21.8%
ADSK AUTODESK INC 0.2%
Value ($000) $1,209 Shares 4,308 Est. Cost $188.18 Unrealized +53.2%
CBRE CLARION GLOBAL REAL EST 0.2%
Value ($000) $1,147 Shares 146,865 Est. Cost $8.02 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,054 Shares 16,192 Est. Cost $96.27 Unrealized
BIL SPDR SER TR 0.2%
Value ($000) $1,048 Shares 11,457 Est. Cost $91.48 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,046 Shares 2,438 Est. Cost $349.08 Unrealized +33.9%
EPHE ISHARES TR 0.2%
Value ($000) $1,035 Shares 35,444 Est. Cost $33.94 Unrealized
XVMMX DELAWARE INVTS MINN MUN INCO 0.1%
Value ($000) $1,010 Shares 76,570 Est. Cost $13.14 Unrealized
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $980 Shares 3,345 Est. Cost $148.11 Unrealized +87.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $972 Shares 8,203 Est. Cost $60.43 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $916 Shares 6,719 Est. Cost $108.11 Unrealized +7.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $905 Shares 10,181 Est. Cost $24.05 Unrealized +56.1%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $833 Shares 3,851 Est. Cost $161.30 Unrealized +20.3%
PFE PFIZER INC 0.1%
Value ($000) $830 Shares 22,866 Est. Cost $26.72 Unrealized +4.9%
FLIR SYS INC 0.1%
Value ($000) $823 Shares 14,688 Est. Cost $44.18 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $813 Shares 3,304 Est. Cost $185.66 Unrealized +10.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $796 Shares 2,164 Est. Cost $299.96 Unrealized 0.0%
POOL POOL CORP 0.1%
Value ($000) $770 Shares 2,320 Est. Cost $228.87 Unrealized +43.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $768 Shares 14,323 Est. Cost $37.56 Unrealized +22.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $754 Shares 4,449 Est. Cost $93.38 Unrealized +41.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $729 Shares 5,548 Est. Cost $119.46 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $725 Shares 12,422 Est. Cost $42.66 Unrealized -1.0%
HD HOME DEPOT INC 0.1%
Value ($000) $714 Shares 2,333 Est. Cost $217.44 Unrealized +12.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $711 Shares 6,543 Est. Cost $76.26 Unrealized +23.3%
KO COCA COLA CO 0.1%
Value ($000) $696 Shares 13,257 Est. Cost $43.82 Unrealized -1.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $694 Shares 3,064 Est. Cost $216.03 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $692 Shares 10,357 Est. Cost $59.35 Unrealized +12.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $681 Shares 17,507 Est. Cost $37.75 Unrealized -16.3%
EWT ISHARES INC 0.1%
Value ($000) $661 Shares 11,359 Est. Cost $41.11 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $659 Shares 6,781 Est. Cost $71.84 Unrealized +5.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $654 Shares 11,250 Est. Cost $38.22 Unrealized +14.0%
HANESBRANDS INC 0.1%
Value ($000) $617 Shares 31,406 Est. Cost $13.95 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $613 Shares 2,737 Est. Cost $171.72 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $581 Shares 7,629 Est. Cost $62.22 Unrealized -6.0%
MMM 3M CO 0.1%
Value ($000) $579 Shares 2,996 Est. Cost $125.09 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $573 Shares 6,117 Est. Cost $87.91 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $571 Shares 4,548 Est. Cost $116.53 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $552 Shares 939 Est. Cost $432.07 Unrealized +13.4%
FE FIRSTENERGY CORP 0.1%
Value ($000) $550 Shares 15,780 Est. Cost $30.84 Unrealized -13.2%
GPC GENUINE PARTS CO 0.1%
Value ($000) $539 Shares 4,671 Est. Cost $85.35 Unrealized +9.0%
ORCL ORACLE CORP 0.1%
Value ($000) $529 Shares 7,653 Est. Cost $48.48 Unrealized +25.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $526 Shares 3,292 Est. Cost $144.77 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $522 Shares 8,556 Est. Cost $43.82 Unrealized +11.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $507 Shares 9,110 Est. Cost $48.60 Unrealized -10.9%
KMX CARMAX INC 0.1%
Value ($000) $493 Shares 3,719 Est. Cost $92.65 Unrealized +31.4%
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $485 Shares 7,640 Est. Cost $48.88 Unrealized +21.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $485 Shares 14,241 Est. Cost $30.48 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $474 Shares 5,488 Est. Cost $76.34 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $469 Shares 7,186 Est. Cost $44.31 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $460 Shares 6,404 Est. Cost $63.00 Unrealized -6.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $453 Shares 1,373 Est. Cost $297.39 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $436 Shares 11,964 Est. Cost $23.87 Unrealized +7.1%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $433 Shares 4,435 Est. Cost $59.98 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $433 Shares 2,849 Est. Cost $109.54 Unrealized +16.2%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $433 Shares 1,684 Est. Cost $190.01 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $429 Shares 8,780 Est. Cost $26.81 Unrealized +59.9%
MSFT MICROSOFT CORP 0.1%
Value ($000) $405 Shares 1,715 Est. Cost $175.02 Unrealized +27.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $396 Shares 4,473 Est. Cost $46.01 Unrealized +79.9%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $386 Shares 1,393 Est. Cost $221.52 Unrealized +11.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $386 Shares 1 Est. Cost $325723.70 Unrealized +12.6%
SPIRIT RLTY CAP INC NEW 0.1%
Value ($000) $381 Shares 8,971 Est. Cost $35.87 Unrealized
DE DEERE & CO 0.1%
Value ($000) $375 Shares 1,003 Est. Cost $179.78 Unrealized +71.0%
BLACKROCK INC 0.1%
Value ($000) $374 Shares 476 Est. Cost $518.88 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $374 Shares 16,542 Est. Cost $19.42 Unrealized -3.2%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $354 Shares 2,924 Est. Cost $96.31 Unrealized +18.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $353 Shares 1,104 Est. Cost $212.63 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $347 Shares 4,994 Est. Cost $69.48 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $338 Shares 667 Est. Cost $28.61 Unrealized +8.3%
WIX WIX COM LTD 0.0%
Value ($000) $337 Shares 1,208 Est. Cost $179.58 Unrealized +59.0%
VMC VULCAN MATLS CO 0.0%
Value ($000) $336 Shares 1,991 Est. Cost $132.94 Unrealized +17.3%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $331 Shares 6,735 Est. Cost $33.29 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $330 Shares 906 Est. Cost $288.65 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $330 Shares 1,453 Est. Cost $193.14 Unrealized -1.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $326 Shares 824 Est. Cost $325.23 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $322 Shares 4,845 Est. Cost $52.01 Unrealized +3.9%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $322 Shares 2,145 Est. Cost $142.41 Unrealized -0.5%
MKL MARKEL CORP 0.0%
Value ($000) $315 Shares 276 Est. Cost $1138.97 Unrealized -5.3%
GOOGL ALPHABET INC 0.0%
Value ($000) $305 Shares 147 Est. Cost $66.92 Unrealized +46.4%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $304 Shares 3,467 Est. Cost $44.63 Unrealized +88.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $289 Shares 3,655 Est. Cost $43.13 Unrealized +64.0%
ARCO ARCOS DORADOS HOLDINGS INC 0.0%
Value ($000) $286 Shares 56,139 Est. Cost $4.82 Unrealized -2.3%
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $282 Shares 56,800 Est. Cost $5.22 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $281 Shares 3,796 Est. Cost $64.14 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $277 Shares 17,297 Est. Cost $15.14 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $276 Shares 3,549 Est. Cost $72.54 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $270 Shares 3,586 Est. Cost $75.70 Unrealized
MLCO MELCO RESORTS AND ENTMNT LTD 0.0%
Value ($000) $269 Shares 13,488 Est. Cost $19.94 Unrealized
SMIN ISHARES TR 0.0%
Value ($000) $265 Shares 5,398 Est. Cost $42.84 Unrealized
IT GARTNER INC 0.0%
Value ($000) $264 Shares 1,449 Est. Cost $151.49 Unrealized +14.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $263 Shares 1,695 Est. Cost $56.21 Unrealized +20.1%
LEN LENNAR CORP 0.0%
Value ($000) $255 Shares 2,522 Est. Cost $78.41 Unrealized 0.0%
MTN VAIL RESORTS INC 0.0%
Value ($000) $240 Shares 822 Est. Cost $258.28 Unrealized +12.7%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $239 Shares 867 Est. Cost $174.62 Unrealized +38.2%
UNILEVER PLC 0.0%
Value ($000) $234 Shares 4,191 Est. Cost $51.78 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $225 Shares 4,060 Est. Cost $40.32 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $222 Shares 2,910 Est. Cost $76.29 Unrealized
ATKR ATKORE INC 0.0%
Value ($000) $221 Shares 3,080 Est. Cost $58.32 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $221 Shares 781 Est. Cost $282.97 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $221 Shares 191 Est. Cost $1097.53 Unrealized +5.6%
DEO DIAGEO PLC 0.0%
Value ($000) $217 Shares 1,310 Est. Cost $165.65 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $216 Shares 2,548 Est. Cost $80.50 Unrealized 0.0%
ASHS DBX ETF TR 0.0%
Value ($000) $215 Shares 6,170 Est. Cost $34.85 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $215 Shares 945 Est. Cost $106.57 Unrealized +77.4%
ALC ALCON AG 0.0%
Value ($000) $215 Shares 3,080 Est. Cost $69.79 Unrealized 0.0%
BOND PIMCO ETF TR 0.0%
Value ($000) $214 Shares 1,961 Est. Cost $113.08 Unrealized
SAP SAP SE 0.0%
Value ($000) $212 Shares 1,728 Est. Cost $134.61 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $206 Shares 2,030 Est. Cost $116.28 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $205 Shares 580 Est. Cost $278.87 Unrealized +18.3%
NTRA NATERA INC 0.0%
Value ($000) $205 Shares 2,021 Est. Cost $56.85 Unrealized +92.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $202 Shares 3,093 Est. Cost $56.91 Unrealized 0.0%
JD JD.COM INC 0.0%
Value ($000) $201 Shares 2,382 Est. Cost $84.38 Unrealized
BOULDER GROWTH & INCOME FD I 0.0%
Value ($000) $189 Shares 15,000 Est. Cost $11.80 Unrealized
ASAIY SENDAS DISTRIBUIDORA S A 0.0%
Value ($000) $186 Shares 14,302 Est. Cost $13.01 Unrealized
DIVERSEY HLDGS LTD 0.0%
Value ($000) $155 Shares 10,519 Est. Cost $14.74 Unrealized
TV GRUPO TELEVISA SA 0.0%
Value ($000) $145 Shares 16,401 Est. Cost $6.06 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $139 Shares 26,699 Est. Cost $5.33 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value ($000) $121 Shares 12,115 Est. Cost $7.01 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $104 Shares 14,394 Est. Cost $7.19 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $96 Shares 35,014 Est. Cost $4.00 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $92 Shares 26,815 Est. Cost $2.43 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $85 Shares 11,051 Est. Cost $4.02 Unrealized
COMPANHIA BRASILEIRA DE DIST 0.0%
Value ($000) $83 Shares 14,302 Est. Cost $13.71 Unrealized
TITAN MED INC 0.0%
Value ($000) $18 Shares 10,555 Est. Cost $0.85 Unrealized