Marks Group Wealth Management, Inc Diversified Active

CIK: 0001802473 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $739,344 (100.0% shares, 0.0% debt)

Holdings (293)

IAU ISHARES GOLD TR 3.1%
Value ($000) $23,178 Shares 693,634 Est. Cost $33.70 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $19,098 Shares 44,329 Est. Cost $378.33 Unrealized
GOOG ALPHABET INC 1.9%
Value ($000) $14,038 Shares 5,257 Est. Cost $66.73 Unrealized +105.1%
AON AON PLC 1.8%
Value ($000) $13,407 Shares 46,919 Est. Cost $219.51 Unrealized +18.6%
META FACEBOOK INC 1.7%
Value ($000) $12,413 Shares 36,666 Est. Cost $239.03 Unrealized +49.6%
SYK STRYKER CORPORATION 1.5%
Value ($000) $11,163 Shares 42,370 Est. Cost $189.92 Unrealized +34.4%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $10,511 Shares 26,831 Est. Cost $251.94 Unrealized +52.8%
FBND FIDELITY MERRIMACK STR TR 1.4%
Value ($000) $10,087 Shares 189,905 Est. Cost $53.91 Unrealized
FISV FISERV INC 1.2%
Value ($000) $9,075 Shares 83,525 Est. Cost $105.03 Unrealized +6.4%
MSCI MSCI INC 1.2%
Value ($000) $8,643 Shares 14,221 Est. Cost $248.45 Unrealized +134.7%
CHIQ GLOBAL X FDS 1.1%
Value ($000) $7,929 Shares 282,745 Est. Cost $25.98 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 1.1%
Value ($000) $7,867 Shares 68,599 Est. Cost $89.10 Unrealized +25.7%
TRU TRANSUNION 1.0%
Value ($000) $7,752 Shares 69,097 Est. Cost $95.89 Unrealized +19.8%
AAPL APPLE INC 1.0%
Value ($000) $7,733 Shares 54,605 Est. Cost $107.44 Unrealized +33.9%
IQV IQVIA HLDGS INC 1.0%
Value ($000) $7,616 Shares 31,816 Est. Cost $168.09 Unrealized +50.2%
ICLR ICON PLC 1.0%
Value ($000) $7,387 Shares 28,175 Est. Cost $159.74 Unrealized +52.2%
ROP ROPER TECHNOLOGIES INC 1.0%
Value ($000) $7,384 Shares 16,600 Est. Cost $384.15 Unrealized +21.4%
MDT MEDTRONIC PLC 1.0%
Value ($000) $7,060 Shares 56,151 Est. Cost $86.27 Unrealized +31.5%
TTEK TETRA TECH INC NEW 0.9%
Value ($000) $6,997 Shares 46,825 Est. Cost $15.86 Unrealized +73.1%
RVTY PERKINELMER INC 0.9%
Value ($000) $6,787 Shares 39,155 Est. Cost $90.02 Unrealized +93.8%
TSCO TRACTOR SUPPLY CO 0.9%
Value ($000) $6,561 Shares 32,472 Est. Cost $17.77 Unrealized +102.6%
V VISA INC 0.9%
Value ($000) $6,548 Shares 29,470 Est. Cost $180.55 Unrealized +25.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.9%
Value ($000) $6,532 Shares 39,802 Est. Cost $98.22 Unrealized +70.9%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $6,531 Shares 33,984 Est. Cost $103.57 Unrealized +62.2%
FRCB FIRST REP BK SAN FRANCISCO C 0.9%
Value ($000) $6,496 Shares 33,656 Est. Cost $105.74 Unrealized +84.1%
HON HONEYWELL INTL INC 0.9%
Value ($000) $6,425 Shares 30,245 Est. Cost $147.71 Unrealized +31.7%
MCO MOODYS CORP 0.9%
Value ($000) $6,407 Shares 18,038 Est. Cost $219.94 Unrealized +65.1%
CPRT COPART INC 0.9%
Value ($000) $6,369 Shares 45,906 Est. Cost $21.39 Unrealized +67.1%
ABT ABBOTT LABS 0.8%
Value ($000) $6,280 Shares 53,073 Est. Cost $92.46 Unrealized +22.7%
VRSK VERISK ANALYTICS INC 0.8%
Value ($000) $6,277 Shares 31,412 Est. Cost $156.18 Unrealized +20.6%
IWP ISHARES TR 0.8%
Value ($000) $6,265 Shares 55,909 Est. Cost $124.45 Unrealized
CSL CARLISLE COS INC 0.8%
Value ($000) $6,200 Shares 31,132 Est. Cost $137.80 Unrealized +39.4%
APH AMPHENOL CORP NEW 0.8%
Value ($000) $6,177 Shares 84,537 Est. Cost $27.47 Unrealized +28.2%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $6,166 Shares 29,711 Est. Cost $112.48 Unrealized +76.8%
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $6,158 Shares 41,353 Est. Cost $85.11 Unrealized +60.7%
MRSH MARSH & MCLENNAN COS INC 0.8%
Value ($000) $6,141 Shares 40,577 Est. Cost $95.74 Unrealized +47.9%
TGT TARGET CORP 0.8%
Value ($000) $6,126 Shares 26,800 Est. Cost $163.21 Unrealized +34.7%
JBHT HUNT J B TRANS SVCS INC 0.8%
Value ($000) $6,032 Shares 35,909 Est. Cost $109.22 Unrealized +49.8%
KLAC KLA CORP 0.8%
Value ($000) $6,031 Shares 18,068 Est. Cost $304.93 Unrealized +4.5%
BRO BROWN & BROWN INC 0.8%
Value ($000) $5,995 Shares 108,233 Est. Cost $36.46 Unrealized +48.5%
SHW SHERWIN WILLIAMS CO 0.8%
Value ($000) $5,962 Shares 21,248 Est. Cost $234.94 Unrealized +19.8%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $5,925 Shares 35,746 Est. Cost $108.67 Unrealized +45.4%
PRI PRIMERICA INC 0.8%
Value ($000) $5,876 Shares 38,182 Est. Cost $122.22 Unrealized +21.8%
ULTA ULTA BEAUTY INC 0.8%
Value ($000) $5,872 Shares 16,308 Est. Cost $327.93 Unrealized +10.1%
G GENPACT LIMITED 0.8%
Value ($000) $5,865 Shares 123,249 Est. Cost $37.14 Unrealized +26.3%
FCN FTI CONSULTING INC 0.8%
Value ($000) $5,848 Shares 43,341 Est. Cost $115.70 Unrealized +20.0%
BROOKFIELD ASSET MGMT INC 0.8%
Value ($000) $5,764 Shares 107,653 Est. Cost $43.41 Unrealized
CACI CACI INTL INC 0.8%
Value ($000) $5,743 Shares 21,885 Est. Cost $226.36 Unrealized +14.1%
DG DOLLAR GEN CORP NEW 0.8%
Value ($000) $5,701 Shares 26,873 Est. Cost $151.49 Unrealized +38.9%
CRM SALESFORCE COM INC 0.8%
Value ($000) $5,656 Shares 20,833 Est. Cost $171.63 Unrealized +46.2%
TTEC TTEC HLDGS INC 0.8%
Value ($000) $5,599 Shares 59,733 Est. Cost $43.79 Unrealized +133.1%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $5,591 Shares 15,507 Est. Cost $295.27 Unrealized +13.9%
ZTS ZOETIS INC 0.8%
Value ($000) $5,576 Shares 28,707 Est. Cost $123.58 Unrealized +56.8%
DOX AMDOCS LTD 0.7%
Value ($000) $5,510 Shares 72,670 Est. Cost $53.92 Unrealized +30.5%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $5,466 Shares 22,242 Est. Cost $225.56 Unrealized +1.1%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.7%
Value ($000) $5,466 Shares 78,692 Est. Cost $56.32 Unrealized +31.6%
TXRH TEXAS ROADHOUSE INC 0.7%
Value ($000) $5,392 Shares 59,151 Est. Cost $90.51 Unrealized -4.8%
COLM COLUMBIA SPORTSWEAR CO 0.7%
Value ($000) $5,385 Shares 56,027 Est. Cost $85.22 Unrealized +10.6%
AME AMETEK INC 0.7%
Value ($000) $5,301 Shares 42,820 Est. Cost $100.83 Unrealized +29.4%
BAX BAXTER INTL INC 0.7%
Value ($000) $5,300 Shares 65,752 Est. Cost $73.68 Unrealized -2.9%
LDOS LEIDOS HOLDINGS INC 0.7%
Value ($000) $5,242 Shares 54,605 Est. Cost $94.85 Unrealized -1.3%
MMS MAXIMUS INC 0.7%
Value ($000) $5,215 Shares 62,927 Est. Cost $72.81 Unrealized +17.6%
TTC TORO CO 0.7%
Value ($000) $5,214 Shares 53,552 Est. Cost $76.29 Unrealized +43.0%
FORWARD AIR CORP 0.7%
Value ($000) $5,162 Shares 62,276 Est. Cost $59.91 Unrealized
UNP UNION PAC CORP 0.7%
Value ($000) $5,104 Shares 25,971 Est. Cost $150.22 Unrealized +30.0%
ROCK GIBRALTAR INDS INC 0.7%
Value ($000) $5,020 Shares 72,129 Est. Cost $90.41 Unrealized -20.4%
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $5,010 Shares 19,503 Est. Cost $204.39 Unrealized +20.8%
CNC CENTENE CORP DEL 0.7%
Value ($000) $4,818 Shares 77,664 Est. Cost $55.74 Unrealized +19.9%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $4,684 Shares 10,994 Est. Cost $257.33 Unrealized +62.4%
CMC MATERIALS INC 0.6%
Value ($000) $4,557 Shares 37,093 Est. Cost $151.31 Unrealized
IDXX IDEXX LABS INC 0.6%
Value ($000) $4,510 Shares 7,308 Est. Cost $263.41 Unrealized +155.1%
ESE ESCO TECHNOLOGIES INC 0.6%
Value ($000) $4,504 Shares 58,584 Est. Cost $87.15 Unrealized +0.1%
MORN MORNINGSTAR INC 0.6%
Value ($000) $4,149 Shares 16,007 Est. Cost $150.07 Unrealized +75.1%
TYL TYLER TECHNOLOGIES INC 0.5%
Value ($000) $3,861 Shares 8,410 Est. Cost $390.04 Unrealized +22.4%
CSGP COSTAR GROUP INC 0.5%
Value ($000) $3,722 Shares 43,049 Est. Cost $84.37 Unrealized +2.5%
AMZN AMAZON COM INC 0.5%
Value ($000) $3,593 Shares 1,100 Est. Cost $117.15 Unrealized +47.2%
CTAS CINTAS CORP 0.5%
Value ($000) $3,573 Shares 9,361 Est. Cost $63.88 Unrealized +47.1%
FDS FACTSET RESH SYS INC 0.5%
Value ($000) $3,543 Shares 8,942 Est. Cost $259.23 Unrealized +34.5%
GUGGENHEIM STRATEGIC OPPORTU 0.5%
Value ($000) $3,412 Shares 178,195 Est. Cost $17.13 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,407 Shares 12,989 Est. Cost $151.83 Unrealized +86.4%
FICO FAIR ISAAC CORP 0.5%
Value ($000) $3,355 Shares 8,392 Est. Cost $367.65 Unrealized +29.4%
EWC ISHARES INC 0.4%
Value ($000) $3,216 Shares 88,623 Est. Cost $29.82 Unrealized
FLGB FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $3,191 Shares 129,948 Est. Cost $18.14 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $3,155 Shares 7,998 Est. Cost $382.49 Unrealized
EWA ISHARES INC 0.4%
Value ($000) $3,153 Shares 126,971 Est. Cost $22.61 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $3,138 Shares 3,139 Est. Cost $187.66 Unrealized +78.9%
PAYC PAYCOM SOFTWARE INC 0.4%
Value ($000) $3,107 Shares 6,456 Est. Cost $304.02 Unrealized +43.7%
CACC CREDIT ACCEP CORP MICH 0.4%
Value ($000) $3,048 Shares 5,152 Est. Cost $370.61 Unrealized +47.0%
EWD ISHARES INC 0.4%
Value ($000) $3,030 Shares 67,547 Est. Cost $32.90 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.4%
Value ($000) $2,959 Shares 47,577 Est. Cost $11.77 Unrealized +30.6%
EWG ISHARES INC 0.4%
Value ($000) $2,955 Shares 89,651 Est. Cost $29.53 Unrealized
EWN ISHARES INC 0.4%
Value ($000) $2,947 Shares 59,693 Est. Cost $33.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $2,906 Shares 5,059 Est. Cost $369.21 Unrealized +46.9%
FLJP FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $2,891 Shares 93,328 Est. Cost $26.32 Unrealized
EWP ISHARES INC 0.4%
Value ($000) $2,850 Shares 105,790 Est. Cost $28.26 Unrealized
BIL SPDR SER TR 0.4%
Value ($000) $2,836 Shares 31,004 Est. Cost $91.47 Unrealized
MKTX MARKETAXESS HLDGS INC 0.4%
Value ($000) $2,822 Shares 6,670 Est. Cost $474.41 Unrealized -8.5%
VEA VANGUARD TAX-MANAGED INTL FD 0.4%
Value ($000) $2,804 Shares 55,542 Est. Cost $48.40 Unrealized
EWQ ISHARES INC 0.4%
Value ($000) $2,777 Shares 74,714 Est. Cost $32.73 Unrealized
EWL ISHARES INC 0.4%
Value ($000) $2,722 Shares 58,470 Est. Cost $41.15 Unrealized
EWI ISHARES INC 0.4%
Value ($000) $2,702 Shares 85,476 Est. Cost $29.04 Unrealized
EWS ISHARES INC 0.4%
Value ($000) $2,697 Shares 118,470 Est. Cost $23.36 Unrealized
VEEV VEEVA SYS INC 0.4%
Value ($000) $2,641 Shares 9,211 Est. Cost $230.25 Unrealized +37.8%
ANSYS INC 0.3%
Value ($000) $2,561 Shares 7,577 Est. Cost $322.66 Unrealized
EWO ISHARES INC 0.3%
Value ($000) $2,556 Shares 102,861 Est. Cost $19.83 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $2,335 Shares 4,054 Est. Cost $416.26 Unrealized +51.2%
EATON VANCE TAX-MANAGED GLOB 0.3%
Value ($000) $2,324 Shares 232,652 Est. Cost $8.78 Unrealized
EWH ISHARES INC 0.3%
Value ($000) $2,262 Shares 94,427 Est. Cost $24.22 Unrealized
ENZL ISHARES TR 0.3%
Value ($000) $2,208 Shares 35,649 Est. Cost $58.42 Unrealized
JKHY HENRY JACK & ASSOC INC 0.3%
Value ($000) $2,175 Shares 13,442 Est. Cost $140.04 Unrealized +16.2%
SPSC SPS COMM INC 0.3%
Value ($000) $2,070 Shares 12,830 Est. Cost $123.22 Unrealized 0.0%
ADSK AUTODESK INC 0.3%
Value ($000) $1,998 Shares 6,988 Est. Cost $225.17 Unrealized +35.9%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,917 Shares 17,048 Est. Cost $70.93 Unrealized +40.0%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,849 Shares 36,973 Est. Cost $50.01 Unrealized
OMCL OMNICELL COM 0.2%
Value ($000) $1,747 Shares 11,836 Est. Cost $153.21 Unrealized 0.0%
POOL POOL CORP 0.2%
Value ($000) $1,717 Shares 3,995 Est. Cost $321.16 Unrealized +39.8%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,702 Shares 6,031 Est. Cost $250.30 Unrealized +12.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,681 Shares 6,146 Est. Cost $217.94 Unrealized +28.9%
DISH NETWORK CORPORATION 0.2%
Value ($000) $1,653 Shares 37,942 Est. Cost $33.65 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $1,629 Shares 189,460 Est. Cost $6.95 Unrealized
NVR NVR INC 0.2%
Value ($000) $1,583 Shares 320 Est. Cost $3898.59 Unrealized +30.2%
GABELLI EQUITY TR INC 0.2%
Value ($000) $1,570 Shares 236,140 Est. Cost $5.68 Unrealized
ROL ROLLINS INC 0.2%
Value ($000) $1,547 Shares 43,754 Est. Cost $33.69 Unrealized +4.9%
YYY AMPLIFY ETF TR 0.2%
Value ($000) $1,533 Shares 91,159 Est. Cost $17.39 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.2%
Value ($000) $1,531 Shares 94,235 Est. Cost $13.48 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.2%
Value ($000) $1,529 Shares 86,085 Est. Cost $18.85 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,507 Shares 74,067 Est. Cost $21.92 Unrealized
EWW ISHARES INC 0.2%
Value ($000) $1,457 Shares 30,303 Est. Cost $42.36 Unrealized
WELLS FARGO ADVANTAGE INCOME 0.2%
Value ($000) $1,434 Shares 162,945 Est. Cost $7.02 Unrealized
EPOL ISHARES TR 0.2%
Value ($000) $1,385 Shares 62,952 Est. Cost $20.31 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.2%
Value ($000) $1,383 Shares 113,360 Est. Cost $10.17 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,335 Shares 12,028 Est. Cost $77.65 Unrealized
EWY ISHARES INC 0.2%
Value ($000) $1,333 Shares 16,546 Est. Cost $61.90 Unrealized
CRL CHARLES RIV LABS INTL INC 0.2%
Value ($000) $1,306 Shares 3,224 Est. Cost $148.11 Unrealized +180.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,270 Shares 7,872 Est. Cost $117.11 Unrealized +28.3%
KMX CARMAX INC 0.2%
Value ($000) $1,265 Shares 9,807 Est. Cost $117.99 Unrealized +12.8%
HIGHLAND INCOME FD 0.2%
Value ($000) $1,247 Shares 115,740 Est. Cost $10.77 Unrealized
THD ISHARES INC 0.2%
Value ($000) $1,230 Shares 16,483 Est. Cost $84.45 Unrealized
CBRE CLARION GLOBAL REAL EST 0.2%
Value ($000) $1,227 Shares 146,677 Est. Cost $8.02 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $1,212 Shares 23,669 Est. Cost $51.65 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,196 Shares 16,192 Est. Cost $96.27 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,165 Shares 27,108 Est. Cost $27.83 Unrealized +28.2%
EIDO ISHARES TR 0.2%
Value ($000) $1,150 Shares 53,094 Est. Cost $24.10 Unrealized
VRSN VERISIGN INC 0.2%
Value ($000) $1,116 Shares 5,553 Est. Cost $189.40 Unrealized +14.7%
EFG ISHARES TR 0.2%
Value ($000) $1,112 Shares 10,440 Est. Cost $106.69 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $1,104 Shares 8,163 Est. Cost $124.52 Unrealized
XVMMX DELAWARE INVTS MINN MUN INCO 0.1%
Value ($000) $1,086 Shares 76,570 Est. Cost $13.14 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $1,082 Shares 22,332 Est. Cost $35.15 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $1,058 Shares 10,093 Est. Cost $24.05 Unrealized +90.0%
USB US BANCORP DEL 0.1%
Value ($000) $1,049 Shares 17,659 Est. Cost $45.24 Unrealized +3.1%
FLBR FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $1,011 Shares 50,328 Est. Cost $16.21 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $985 Shares 7,003 Est. Cost $108.60 Unrealized +17.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $985 Shares 8,862 Est. Cost $83.92 Unrealized +26.0%
MMM 3M CO 0.1%
Value ($000) $984 Shares 5,610 Est. Cost $130.82 Unrealized +5.0%
CVCO CAVCO INDS INC DEL 0.1%
Value ($000) $946 Shares 4,142 Est. Cost $194.88 Unrealized +23.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $933 Shares 15,802 Est. Cost $48.54 Unrealized -0.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $908 Shares 19,602 Est. Cost $38.42 Unrealized +8.2%
HD HOME DEPOT INC 0.1%
Value ($000) $889 Shares 2,695 Est. Cost $227.40 Unrealized +29.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $885 Shares 4,866 Est. Cost $99.34 Unrealized +63.8%
ATRC ATRICURE INC 0.1%
Value ($000) $882 Shares 12,686 Est. Cost $76.95 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $860 Shares 15,931 Est. Cost $42.65 Unrealized -0.8%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $855 Shares 7,264 Est. Cost $118.76 Unrealized 0.0%
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $853 Shares 4,681 Est. Cost $180.03 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $844 Shares 7,402 Est. Cost $92.23 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $839 Shares 2,415 Est. Cost $354.74 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $833 Shares 14,811 Est. Cost $37.91 Unrealized +35.6%
ORCL ORACLE CORP 0.1%
Value ($000) $829 Shares 9,454 Est. Cost $55.03 Unrealized +51.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $822 Shares 2 Est. Cost $374177.50 Unrealized +12.9%
EPHE ISHARES TR 0.1%
Value ($000) $796 Shares 26,503 Est. Cost $33.67 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $795 Shares 2,310 Est. Cost $301.93 Unrealized +6.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $791 Shares 1,080 Est. Cost $719.09 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $786 Shares 15,023 Est. Cost $44.33 Unrealized +10.1%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $758 Shares 4,029 Est. Cost $162.85 Unrealized +17.3%
INTC INTEL CORP 0.1%
Value ($000) $751 Shares 14,017 Est. Cost $51.99 Unrealized -4.2%
GOOGL ALPHABET INC 0.1%
Value ($000) $740 Shares 277 Est. Cost $98.90 Unrealized +36.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $740 Shares 4,538 Est. Cost $120.97 Unrealized +16.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $714 Shares 7,268 Est. Cost $72.69 Unrealized +20.0%
PRLB PROTO LABS INC 0.1%
Value ($000) $714 Shares 10,732 Est. Cost $78.12 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $710 Shares 2,117 Est. Cost $263.84 Unrealized +28.6%
GLD SPDR GOLD TR 0.1%
Value ($000) $708 Shares 4,318 Est. Cost $149.33 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $701 Shares 3,640 Est. Cost $182.75 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $694 Shares 10,728 Est. Cost $59.61 Unrealized +8.4%
ALC ALCON AG 0.1%
Value ($000) $684 Shares 8,550 Est. Cost $73.43 Unrealized +3.5%
AMGN AMGEN INC 0.1%
Value ($000) $667 Shares 3,113 Est. Cost $186.69 Unrealized +7.3%
IWB ISHARES TR 0.1%
Value ($000) $661 Shares 2,737 Est. Cost $171.72 Unrealized
LINDE PLC 0.1%
Value ($000) $634 Shares 2,176 Est. Cost $288.26 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $612 Shares 17,013 Est. Cost $30.87 Unrealized +2.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $597 Shares 9,994 Est. Cost $44.93 Unrealized +13.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $595 Shares 15,859 Est. Cost $31.16 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $586 Shares 4,806 Est. Cost $86.06 Unrealized +28.4%
TIP ISHARES TR 0.1%
Value ($000) $581 Shares 4,548 Est. Cost $116.53 Unrealized
BLACKROCK INC 0.1%
Value ($000) $580 Shares 690 Est. Cost $622.26 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $569 Shares 1,961 Est. Cost $206.05 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $565 Shares 7,677 Est. Cost $62.23 Unrealized +0.3%
SPIRIT RLTY CAP INC NEW 0.1%
Value ($000) $558 Shares 12,019 Est. Cost $38.55 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $556 Shares 891 Est. Cost $432.07 Unrealized +20.2%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $552 Shares 5,769 Est. Cost $90.91 Unrealized
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $539 Shares 8,282 Est. Cost $49.93 Unrealized +25.3%
TE CONNECTIVITY LTD 0.1%
Value ($000) $526 Shares 3,825 Est. Cost $137.52 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $512 Shares 5,263 Est. Cost $67.67 Unrealized +37.3%
NOBL PROSHARES TR 0.1%
Value ($000) $503 Shares 5,684 Est. Cost $76.84 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $502 Shares 8,241 Est. Cost $26.81 Unrealized +125.7%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $493 Shares 4,435 Est. Cost $59.98 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $485 Shares 8,318 Est. Cost $38.34 Unrealized +17.7%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $485 Shares 7,186 Est. Cost $44.31 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $479 Shares 11,452 Est. Cost $45.16 Unrealized
EWT ISHARES INC 0.1%
Value ($000) $476 Shares 7,656 Est. Cost $41.11 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $469 Shares 1,956 Est. Cost $198.55 Unrealized +8.7%
ATLASSIAN CORP PLC 0.1%
Value ($000) $457 Shares 1,156 Est. Cost $395.33 Unrealized
HANESBRANDS INC 0.1%
Value ($000) $442 Shares 26,051 Est. Cost $13.95 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $433 Shares 2,879 Est. Cost $130.67 Unrealized +3.3%
IBN ICICI BANK LIMITED 0.1%
Value ($000) $432 Shares 22,833 Est. Cost $16.01 Unrealized
SAP SAP SE 0.1%
Value ($000) $418 Shares 3,095 Est. Cost $134.96 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $416 Shares 2,831 Est. Cost $216.91 Unrealized
APOG APOGEE ENTERPRISES INC 0.1%
Value ($000) $415 Shares 11,000 Est. Cost $36.48 Unrealized 0.0%
BHP BHP GROUP LTD 0.1%
Value ($000) $414 Shares 7,748 Est. Cost $64.21 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $413 Shares 16,623 Est. Cost $19.46 Unrealized +17.5%
FMX FOMENTO ECONOMICO MEXICANO S 0.1%
Value ($000) $412 Shares 4,776 Est. Cost $78.28 Unrealized
THOMSON REUTERS CORP. 0.1%
Value ($000) $407 Shares 3,676 Est. Cost $110.72 Unrealized
CRH PLC 0.1%
Value ($000) $405 Shares 8,725 Est. Cost $46.42 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $404 Shares 1,221 Est. Cost $221.52 Unrealized +46.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $395 Shares 1,104 Est. Cost $212.63 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $394 Shares 2,984 Est. Cost $97.08 Unrealized +28.6%
ESTC ELASTIC N V 0.1%
Value ($000) $393 Shares 2,622 Est. Cost $153.79 Unrealized 0.0%
ITUB ITAU UNIBANCO HLDG S A 0.1%
Value ($000) $383 Shares 71,695 Est. Cost $5.26 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $381 Shares 623 Est. Cost $28.61 Unrealized +39.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $379 Shares 884 Est. Cost $332.25 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $377 Shares 5,177 Est. Cost $61.13 Unrealized +10.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $371 Shares 12,379 Est. Cost $26.00 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $359 Shares 6,603 Est. Cost $49.23 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $351 Shares 6,390 Est. Cost $52.92 Unrealized
SE SEA LTD 0.0%
Value ($000) $346 Shares 1,058 Est. Cost $286.23 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $344 Shares 3,063 Est. Cost $119.56 Unrealized +1.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $343 Shares 8,558 Est. Cost $23.94 Unrealized +24.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $339 Shares 1,001 Est. Cost $298.71 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $339 Shares 2,003 Est. Cost $174.14 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $334 Shares 1,935 Est. Cost $142.41 Unrealized +18.4%
HDB HDFC BANK LTD 0.0%
Value ($000) $321 Shares 4,434 Est. Cost $72.54 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $319 Shares 709 Est. Cost $309.33 Unrealized +35.2%
VMC VULCAN MATLS CO 0.0%
Value ($000) $315 Shares 1,862 Est. Cost $132.94 Unrealized +30.1%
MKL MARKEL CORP 0.0%
Value ($000) $313 Shares 262 Est. Cost $1138.97 Unrealized +8.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $312 Shares 3,019 Est. Cost $62.95 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $311 Shares 4,372 Est. Cost $46.01 Unrealized +59.3%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $305 Shares 4,000 Est. Cost $76.25 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $287 Shares 4,595 Est. Cost $52.01 Unrealized +12.6%
BIDU BAIDU INC 0.0%
Value ($000) $283 Shares 1,837 Est. Cost $201.13 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $280 Shares 203 Est. Cost $1114.20 Unrealized +35.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $278 Shares 869 Est. Cost $174.62 Unrealized +75.0%
BLACK KNIGHT INC 0.0%
Value ($000) $277 Shares 3,852 Est. Cost $64.72 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $275 Shares 4,142 Est. Cost $76.36 Unrealized
ARCO ARCOS DORADOS HOLDINGS INC 0.0%
Value ($000) $270 Shares 52,717 Est. Cost $4.83 Unrealized +5.7%
WIX WIX COM LTD 0.0%
Value ($000) $270 Shares 1,376 Est. Cost $188.35 Unrealized +31.5%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $262 Shares 2,879 Est. Cost $81.00 Unrealized +4.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $258 Shares 2,168 Est. Cost $115.35 Unrealized +0.1%
IXG ISHARES TR 0.0%
Value ($000) $258 Shares 3,325 Est. Cost $76.77 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $257 Shares 2,291 Est. Cost $44.63 Unrealized +118.9%
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value ($000) $256 Shares 10,214 Est. Cost $25.06 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $252 Shares 755 Est. Cost $258.28 Unrealized +19.4%
IXN ISHARES TR 0.0%
Value ($000) $248 Shares 4,447 Est. Cost $55.77 Unrealized
STNE STONECO LTD 0.0%
Value ($000) $248 Shares 7,112 Est. Cost $49.22 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $248 Shares 4,798 Est. Cost $15.30 Unrealized +59.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $246 Shares 1,662 Est. Cost $134.64 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $242 Shares 4,034 Est. Cost $71.50 Unrealized
SPT SPROUT SOCIAL INC 0.0%
Value ($000) $241 Shares 1,977 Est. Cost $69.32 Unrealized +56.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $237 Shares 1,545 Est. Cost $56.21 Unrealized +21.4%
SMIN ISHARES TR 0.0%
Value ($000) $236 Shares 3,928 Est. Cost $42.84 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $235 Shares 35,370 Est. Cost $5.87 Unrealized
NBIS YANDEX N V 0.0%
Value ($000) $235 Shares 2,967 Est. Cost $79.20 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $234 Shares 2,503 Est. Cost $78.62 Unrealized +18.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $232 Shares 486 Est. Cost $399.22 Unrealized +19.6%
ASAIY SENDAS DISTRIBUIDORA S A 0.0%
Value ($000) $231 Shares 13,257 Est. Cost $13.13 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $222 Shares 4,892 Est. Cost $45.38 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $220 Shares 1,993 Est. Cost $112.86 Unrealized
CITRIX SYS INC 0.0%
Value ($000) $215 Shares 2,000 Est. Cost $107.50 Unrealized
RELX RELX PLC 0.0%
Value ($000) $214 Shares 7,399 Est. Cost $28.92 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $212 Shares 1,020 Est. Cost $19.52 Unrealized +6.2%
NTRA NATERA INC 0.0%
Value ($000) $210 Shares 1,884 Est. Cost $56.85 Unrealized +101.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $210 Shares 1,092 Est. Cost $192.08 Unrealized 0.0%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $209 Shares 1,906 Est. Cost $109.65 Unrealized
STERLING BANCORP DEL 0.0%
Value ($000) $202 Shares 8,078 Est. Cost $25.01 Unrealized
BOULDER GROWTH & INCOME FD I 0.0%
Value ($000) $197 Shares 15,000 Est. Cost $11.80 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $173 Shares 17,998 Est. Cost $9.61 Unrealized
JTKWY JUST EAT TAKEAWAY COM N V 0.0%
Value ($000) $171 Shares 11,753 Est. Cost $14.55 Unrealized
TV GRUPO TELEVISA S A B 0.0%
Value ($000) $167 Shares 15,192 Est. Cost $6.31 Unrealized
MLCO MELCO RESORTS AND ENTMNT LTD 0.0%
Value ($000) $167 Shares 16,343 Est. Cost $18.41 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $154 Shares 56,223 Est. Cost $3.47 Unrealized
HUYA HUYA INC 0.0%
Value ($000) $137 Shares 16,398 Est. Cost $17.63 Unrealized
ICLICK INTERACTIVE ASIA GROU 0.0%
Value ($000) $135 Shares 24,380 Est. Cost $7.84 Unrealized
VIPS VIPSHOP HOLDINGS LIMITED 0.0%
Value ($000) $128 Shares 11,483 Est. Cost $11.15 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $120 Shares 11,601 Est. Cost $9.65 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $101 Shares 14,394 Est. Cost $7.19 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $97 Shares 26,815 Est. Cost $2.43 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $80 Shares 10,240 Est. Cost $4.15 Unrealized