Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 11, 2021

Total Value ($000): $557,631 (100.0% shares, 0.0% debt)

Holdings (350)

AAPL APPLE INC 5.3%
Value ($000) $29,361 Shares 240,364 Est. Cost $88.85 Unrealized +40.8%
QQQ INVESCO QQQ TR 4.0%
Value ($000) $22,362 Shares 70,070 Est. Cost $244.38 Unrealized
CODI COMPASS DIVERSIFIEDHLDGS 3.2%
Value ($000) $18,005 Shares 777,733 Est. Cost $11.52 Unrealized +54.2%
VOOG VANGUARD ADMIRAL FDSINC 3.0%
Value ($000) $16,516 Shares 70,291 Est. Cost $180.22 Unrealized
AMZN AMAZON COM INC 3.0%
Value ($000) $16,490 Shares 5,330 Est. Cost $71.48 Unrealized +121.7%
MSFT MICROSOFT CORP 2.6%
Value ($000) $14,320 Shares 60,738 Est. Cost $65.16 Unrealized +242.1%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $12,391 Shares 75,392 Est. Cost $72.54 Unrealized +94.1%
SPY SPDR S&P 500 1.7%
Value ($000) $9,619 Shares 24,270 Est. Cost $310.63 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $8,592 Shares 4,166 Est. Cost $49.48 Unrealized +98.0%
VYM VANGUARD WHITEHALL FDS 1.4%
Value ($000) $7,890 Shares 78,051 Est. Cost $86.07 Unrealized
BABA ALIBABA GROUP HLDG 1.4%
Value ($000) $7,632 Shares 33,661 Est. Cost $171.61 Unrealized
NOBL PROSHARES TR S&P 500 DIVD ARISTOCRATS 1.3%
Value ($000) $7,198 Shares 83,448 Est. Cost $73.72 Unrealized
BRK/B BERKSHIRE HATHAWAYINC DEL CL B NEW 1.3%
Value ($000) $7,024 Shares 27,493 Est. Cost $176.47 Unrealized +37.6%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $6,651 Shares 49,107 Est. Cost $66.97 Unrealized +72.7%
JPM JP MORGAN CHASE &CO 1.1%
Value ($000) $6,377 Shares 41,889 Est. Cost $53.84 Unrealized +136.4%
PFE PFIZER INC 1.1%
Value ($000) $6,170 Shares 170,309 Est. Cost $21.14 Unrealized +32.6%
IVV ISHARES TR CORE S&P 500 1.0%
Value ($000) $5,767 Shares 14,496 Est. Cost $310.61 Unrealized
GLD SPDR GOLD TR 1.0%
Value ($000) $5,675 Shares 35,480 Est. Cost $170.34 Unrealized
USMV ISHARES USA MIN VOL 0.9%
Value ($000) $5,232 Shares 75,618 Est. Cost $60.34 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $5,163 Shares 92,484 Est. Cost $52.00 Unrealized -16.7%
VIG VANGUARD GROUP DIV APP 0.9%
Value ($000) $5,157 Shares 35,060 Est. Cost $125.54 Unrealized
TSLA TESLA MTRS INC 0.9%
Value ($000) $5,124 Shares 7,672 Est. Cost $103.20 Unrealized +143.3%
VO VANGUARD INDEX FDS MID CAP VIPERS 0.9%
Value ($000) $4,751 Shares 21,467 Est. Cost $166.06 Unrealized
V VISA INC 0.8%
Value ($000) $4,734 Shares 22,358 Est. Cost $107.29 Unrealized +89.4%
LLY LILLY ELI & CO 0.8%
Value ($000) $4,700 Shares 25,157 Est. Cost $63.98 Unrealized +190.8%
BAC BANK AMER CORP 0.8%
Value ($000) $4,571 Shares 118,140 Est. Cost $12.99 Unrealized +135.9%
RSP INVESCO S&P 500 EQL WGT 0.8%
Value ($000) $4,420 Shares 31,203 Est. Cost $102.38 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $4,306 Shares 14,105 Est. Cost $134.58 Unrealized +81.6%
SPLV INVESCO EXCHNG TRADED FD TR II S&P LOW VOL 0.7%
Value ($000) $4,139 Shares 71,170 Est. Cost $54.63 Unrealized
TMO THERMO FISHERSCIENTIFIC INC 0.7%
Value ($000) $4,048 Shares 8,869 Est. Cost $184.48 Unrealized +155.4%
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $3,961 Shares 9,821 Est. Cost $318.88 Unrealized +22.2%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value ($000) $3,926 Shares 292,768 Est. Cost $15.05 Unrealized
KO COCA COLA COMPANY 0.7%
Value ($000) $3,910 Shares 74,177 Est. Cost $40.18 Unrealized +8.0%
DGRO ISHARES TR CORE DIV GROWTH 0.7%
Value ($000) $3,889 Shares 80,577 Est. Cost $41.03 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $3,866 Shares 74,769 Est. Cost $19.86 Unrealized +104.5%
PEP PEPSICO INC 0.7%
Value ($000) $3,808 Shares 26,924 Est. Cost $75.96 Unrealized +55.2%
DIS DISNEY WALT CODISNEY 0.7%
Value ($000) $3,738 Shares 20,258 Est. Cost $83.87 Unrealized +114.8%
META FACEBOOK INC 0.7%
Value ($000) $3,681 Shares 12,498 Est. Cost $133.47 Unrealized +100.3%
UNH UNITEDHEALTH GROUPINC 0.7%
Value ($000) $3,642 Shares 9,788 Est. Cost $136.46 Unrealized +134.3%
T AT&T INC 0.7%
Value ($000) $3,625 Shares 119,758 Est. Cost $13.04 Unrealized +23.8%
VTI VANGUARD TOTAL STK MKT 0.6%
Value ($000) $3,602 Shares 17,425 Est. Cost $165.92 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $3,153 Shares 49,267 Est. Cost $27.34 Unrealized +97.8%
GOOG ALPHABET INC 0.6%
Value ($000) $3,126 Shares 1,511 Est. Cost $51.74 Unrealized +90.3%
VZ VERIZONCOMMUNICATIONS INC 0.6%
Value ($000) $3,076 Shares 52,905 Est. Cost $29.97 Unrealized +41.0%
SDY SPDR SER TR S&P DIVD 0.5%
Value ($000) $3,052 Shares 25,855 Est. Cost $102.41 Unrealized
IWR ISHARES TR RUSSELLMID-CAP ETF 0.5%
Value ($000) $2,986 Shares 40,393 Est. Cost $66.28 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $2,917 Shares 26,952 Est. Cost $35.55 Unrealized +150.1%
VTV VANGUARD INDEX FDS VALUE 0.5%
Value ($000) $2,904 Shares 22,089 Est. Cost $115.56 Unrealized
VOO VANGUARD INDEX FDS S&P 500 0.5%
Value ($000) $2,902 Shares 7,965 Est. Cost $287.00 Unrealized
IJH ISHARES CORE S&P MID-CAP 0.5%
Value ($000) $2,894 Shares 11,119 Est. Cost $192.47 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $2,894 Shares 37,453 Est. Cost $54.20 Unrealized +20.4%
IBM INTERNATIONALBUSINESS MACHS CORP 0.5%
Value ($000) $2,779 Shares 20,857 Est. Cost $111.55 Unrealized -12.1%
SWK STANLEY BLACK &DECKER INC 0.5%
Value ($000) $2,620 Shares 13,119 Est. Cost $83.72 Unrealized +83.9%
IJR ISHARES CORE S&P SMALL-CAP 0.5%
Value ($000) $2,617 Shares 24,113 Est. Cost $76.04 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET 0.5%
Value ($000) $2,512 Shares 27,429 Est. Cost $77.35 Unrealized
VB VANGUARD INDEX FDS SMALL CAP VIPERS 0.4%
Value ($000) $2,501 Shares 11,682 Est. Cost $162.68 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.4%
Value ($000) $2,432 Shares 34,605 Est. Cost $59.76 Unrealized
TJX TJX COMPANIES INC 0.4%
Value ($000) $2,291 Shares 34,638 Est. Cost $46.96 Unrealized +32.6%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,283 Shares 10,185 Est. Cost $121.88 Unrealized +56.9%
MRK MERCK & CO INC 0.4%
Value ($000) $2,273 Shares 29,484 Est. Cost $42.07 Unrealized +49.9%
IVW ISHARES S&P 500 GROWTH 0.4%
Value ($000) $2,256 Shares 34,653 Est. Cost $86.54 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,227 Shares 29,598 Est. Cost $55.13 Unrealized +13.0%
JPST JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 0.4%
Value ($000) $2,210 Shares 43,552 Est. Cost $50.66 Unrealized
VBR VANGUARD SMALL CAP VALUE 0.4%
Value ($000) $2,179 Shares 13,159 Est. Cost $165.59 Unrealized
BMY BRISTOL MYERS SQUIBBCO 0.4%
Value ($000) $2,167 Shares 34,322 Est. Cost $42.03 Unrealized +21.4%
ADP AUTOMATIC DATAPROCESSING INC 0.4%
Value ($000) $2,146 Shares 11,384 Est. Cost $78.64 Unrealized +99.2%
HON HONEYWELL INTL INC 0.4%
Value ($000) $2,075 Shares 9,559 Est. Cost $82.46 Unrealized +114.2%
SPROTT FOCUS TR INC 0.4%
Value ($000) $2,058 Shares 263,852 Est. Cost $8.71 Unrealized
CVX CHEVRON CORP 0.4%
Value ($000) $2,055 Shares 19,609 Est. Cost $71.76 Unrealized +10.9%
CI CIGNA CORP 0.4%
Value ($000) $2,032 Shares 8,404 Est. Cost $204.18 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADE FD S&P500 QUALITY 0.4%
Value ($000) $2,015 Shares 45,455 Est. Cost $40.70 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,011 Shares 153,184 Est. Cost $22.93 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $1,975 Shares 3,698 Est. Cost $5.92 Unrealized +126.5%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,894 Shares 7,052 Est. Cost $72.36 Unrealized +216.3%
QQQJ INVESCO ETF FD TR II NASDAQNXT GEN 0.3%
Value ($000) $1,866 Shares 58,601 Est. Cost $31.72 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,858 Shares 8,015 Est. Cost $80.58 Unrealized +134.7%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,809 Shares 8,208 Est. Cost $86.28 Unrealized +118.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,809 Shares 4,896 Est. Cost $222.75 Unrealized +34.7%
SO SOUTHERN CO 0.3%
Value ($000) $1,790 Shares 28,794 Est. Cost $34.85 Unrealized +43.0%
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $1,785 Shares 23,948 Est. Cost $45.38 Unrealized +29.1%
SCHD SCHWAB STRATEGIC TR US DIV EQUITY 0.3%
Value ($000) $1,779 Shares 24,399 Est. Cost $49.74 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,744 Shares 34,088 Est. Cost $20.24 Unrealized +50.3%
EBC EASTERN BANKSHARES INC 0.3%
Value ($000) $1,739 Shares 90,149 Est. Cost $12.50 Unrealized +22.6%
MINT PIMCO ETF TR ENCHANCED SHT MATURITY 0.3%
Value ($000) $1,734 Shares 17,015 Est. Cost $101.92 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,731 Shares 14,447 Est. Cost $36.07 Unrealized +201.2%
BA BOEING CO 0.3%
Value ($000) $1,711 Shares 6,718 Est. Cost $132.75 Unrealized +67.4%
USB US BANCORP 0.3%
Value ($000) $1,671 Shares 30,214 Est. Cost $23.35 Unrealized +72.7%
IWF ISHARES RUSSELL 1000 GROWTH 0.3%
Value ($000) $1,644 Shares 6,762 Est. Cost $194.46 Unrealized
ARKK ARK ETF TRUST INNOVATION 0.3%
Value ($000) $1,638 Shares 13,658 Est. Cost $104.64 Unrealized
PFF ISHARES TR PFD AND INC 0.3%
Value ($000) $1,598 Shares 41,611 Est. Cost $36.91 Unrealized
ADBE ADOBE SYS INC 0.3%
Value ($000) $1,587 Shares 3,339 Est. Cost $118.59 Unrealized +294.1%
VXUS VANGUARD STAR FD TOTAL INTL STOCK INDEX FD 0.3%
Value ($000) $1,565 Shares 24,961 Est. Cost $52.18 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $1,521 Shares 28,110 Est. Cost $33.07 Unrealized +39.6%
PM PHILIP MORRIS INTLINC 0.3%
Value ($000) $1,472 Shares 16,591 Est. Cost $61.33 Unrealized +8.9%
MMM 3M CO 0.3%
Value ($000) $1,457 Shares 7,562 Est. Cost $91.03 Unrealized +37.4%
TSM TAIWAN SEMICONDUCTOR MFG CO 0.3%
Value ($000) $1,456 Shares 12,308 Est. Cost $57.20 Unrealized
FBND FIDELITY TOTAL BOND 0.2%
Value ($000) $1,393 Shares 26,578 Est. Cost $53.61 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $1,369 Shares 6,082 Est. Cost $196.10 Unrealized +1.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,357 Shares 12,415 Est. Cost $47.28 Unrealized +98.9%
GS GOLDMAN SACHS GROUPINC 0.2%
Value ($000) $1,327 Shares 4,058 Est. Cost $174.40 Unrealized +58.8%
MDT MEDTRONICS PLC 0.2%
Value ($000) $1,300 Shares 11,001 Est. Cost $67.77 Unrealized +50.1%
IDXX IDEXX LABS INC 0.2%
Value ($000) $1,296 Shares 2,648 Est. Cost $242.89 Unrealized +106.3%
GD GENERAL DYNAMICSCORP 0.2%
Value ($000) $1,269 Shares 6,991 Est. Cost $140.07 Unrealized +5.0%
CARR CARRIER GLOBAL CORP 0.2%
Value ($000) $1,240 Shares 29,363 Est. Cost $20.14 Unrealized +81.0%
SMDV PROSHARES TR RUSS2000 DIV 0.2%
Value ($000) $1,233 Shares 18,855 Est. Cost $52.32 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,221 Shares 12,645 Est. Cost $52.39 Unrealized +44.0%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,209 Shares 26,155 Est. Cost $26.67 Unrealized +44.8%
SON SONOCO PRODS CO 0.2%
Value ($000) $1,203 Shares 19,008 Est. Cost $39.83 Unrealized +28.1%
PNC PNC FINL SVCS GROUPINC 0.2%
Value ($000) $1,192 Shares 6,797 Est. Cost $76.67 Unrealized +80.7%
VWO VANGUARD INTL EQUITY INDEX FUND 0.2%
Value ($000) $1,180 Shares 22,680 Est. Cost $48.08 Unrealized
BRK/A BERKSHIRE HATHAWAYINC DEL CL A 0.2%
Value ($000) $1,157 Shares 3 Est. Cost $173992.55 Unrealized +110.7%
UNILEVER PLC 0.2%
Value ($000) $1,152 Shares 20,636 Est. Cost $54.03 Unrealized
COST COSTCO WHOLESALECORP 0.2%
Value ($000) $1,129 Shares 3,204 Est. Cost $203.73 Unrealized +61.9%
C CITIGROUP INC 0.2%
Value ($000) $1,114 Shares 15,313 Est. Cost $40.51 Unrealized +38.7%
WMT WAL MART STORES INC 0.2%
Value ($000) $1,113 Shares 8,196 Est. Cost $31.13 Unrealized +39.1%
FTCS FIRST TR EXC TRADED FUND CAP STRENGTH 0.2%
Value ($000) $1,111 Shares 15,690 Est. Cost $69.70 Unrealized
VUG VANGUARD INDEX FDS GROWTH 0.2%
Value ($000) $1,075 Shares 4,181 Est. Cost $193.10 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,074 Shares 12,399 Est. Cost $50.17 Unrealized +40.1%
CMI CUMMINS INC 0.2%
Value ($000) $1,073 Shares 4,142 Est. Cost $155.87 Unrealized +42.4%
VFH VANGUARD SECTOR INDEX FDS FINLS VIPERS 0.2%
Value ($000) $1,058 Shares 12,518 Est. Cost $59.68 Unrealized
VEA VANGUARD FTSE DEVLPED MARKET 0.2%
Value ($000) $1,056 Shares 21,506 Est. Cost $44.07 Unrealized
IWM ISHARES RUSSELL 2000 0.2%
Value ($000) $1,055 Shares 4,774 Est. Cost $166.74 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,049 Shares 2,804 Est. Cost $195.70 Unrealized +57.1%
IVE ISHARES S&P 500 VALUE 0.2%
Value ($000) $1,039 Shares 7,354 Est. Cost $130.60 Unrealized
DIA SPDR DOW JONES INDL AVG ETF TR 0.2%
Value ($000) $1,026 Shares 3,106 Est. Cost $258.80 Unrealized
KWEB KRANESHARES TR CSI CHINA INTERNET 0.2%
Value ($000) $1,021 Shares 13,374 Est. Cost $52.20 Unrealized
ELV ANTHEM INC 0.2%
Value ($000) $1,021 Shares 2,843 Est. Cost $166.39 Unrealized +80.8%
ORCL ORACLE CORP 0.2%
Value ($000) $992 Shares 14,133 Est. Cost $47.48 Unrealized +27.7%
IBB ISHARES TR NASDAQ BIOTECH 0.2%
Value ($000) $991 Shares 6,585 Est. Cost $129.52 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $978 Shares 12,931 Est. Cost $56.02 Unrealized +22.8%
TEEKAY LNG PARTNERS LP 0.2%
Value ($000) $974 Shares 67,676 Est. Cost $10.81 Unrealized
XBI SPDR SER TR S&P BIOTECH 0.2%
Value ($000) $972 Shares 7,162 Est. Cost $105.71 Unrealized
IYW ISHARES TRUST DJ US TECHNOLOGY 0.2%
Value ($000) $959 Shares 10,936 Est. Cost $101.05 Unrealized
RPG INVESCO EXCHANGE TD FD TR S&P 500 PUR GET 0.2%
Value ($000) $959 Shares 5,836 Est. Cost $144.51 Unrealized
MA MASTERCARD INC CL A 0.2%
Value ($000) $943 Shares 2,649 Est. Cost $157.85 Unrealized +115.1%
ILCG ISHARES MORNINGSTAR LARGE GRWTH INDEX FD 0.2%
Value ($000) $943 Shares 3,269 Est. Cost $274.71 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $943 Shares 7,114 Est. Cost $99.57 Unrealized +30.3%
PEOPLES UTD FINL INC 0.2%
Value ($000) $933 Shares 52,142 Est. Cost $14.62 Unrealized
TD TORONTO DOMINION BKONT 0.2%
Value ($000) $930 Shares 14,267 Est. Cost $48.46 Unrealized +26.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $917 Shares 10,161 Est. Cost $50.83 Unrealized +53.1%
KKR KKR & CO 0.2%
Value ($000) $905 Shares 18,527 Est. Cost $26.03 Unrealized +64.7%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $904 Shares 13,207 Est. Cost $49.61 Unrealized +22.4%
REGL PROSHARES TR S&P MDCP400 0.2%
Value ($000) $895 Shares 12,849 Est. Cost $51.41 Unrealized
STZ CONSTELLATION BRANDSINC 0.2%
Value ($000) $892 Shares 3,912 Est. Cost $141.67 Unrealized +46.8%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $876 Shares 15,896 Est. Cost $30.29 Unrealized +75.7%
CRM SALESFORCE.COM INC 0.2%
Value ($000) $846 Shares 3,993 Est. Cost $134.48 Unrealized +63.6%
LABORATORY CORP AMERHLDGS 0.2%
Value ($000) $845 Shares 3,315 Est. Cost $121.59 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE 0.2%
Value ($000) $844 Shares 11,569 Est. Cost $68.47 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.1%
Value ($000) $829 Shares 5,469 Est. Cost $124.25 Unrealized
UPS UNITED PARCEL SVCINC 0.1%
Value ($000) $823 Shares 4,840 Est. Cost $87.78 Unrealized +50.4%
O REALTY INCOME CORP 0.1%
Value ($000) $823 Shares 12,966 Est. Cost $37.87 Unrealized +22.1%
BND VANGUARD BD INDEX FDS TOTAL BD MKT 0.1%
Value ($000) $810 Shares 9,560 Est. Cost $88.26 Unrealized
BSV VANGUARD BD INDEX FDS SHT TRM 0.1%
Value ($000) $805 Shares 9,799 Est. Cost $82.76 Unrealized
PRF INVESCO ETF FD TR FTSE RAFI 999 0.1%
Value ($000) $785 Shares 5,176 Est. Cost $143.10 Unrealized
PKW INVESCO ETF TR BUYBACK ACHIEV 0.1%
Value ($000) $784 Shares 9,311 Est. Cost $64.52 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $780 Shares 9,895 Est. Cost $62.28 Unrealized +12.4%
WM WASTE MGMT INC 0.1%
Value ($000) $771 Shares 5,975 Est. Cost $92.09 Unrealized +17.5%
IUSG ISHARES CORE S&P US GROWTH 0.1%
Value ($000) $769 Shares 8,474 Est. Cost $75.37 Unrealized
XLF SELECT SECTOR AMEX FINANCIAL SELECT INDEX 0.1%
Value ($000) $752 Shares 22,100 Est. Cost $29.44 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $750 Shares 3,016 Est. Cost $117.95 Unrealized +73.5%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SH 0.1%
Value ($000) $747 Shares 9,053 Est. Cost $82.51 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $729 Shares 1,571 Est. Cost $26.71 Unrealized +55.9%
SPHD INVESCO EXCH TRADED FD TRII S&P 500 HDL VOL 0.1%
Value ($000) $726 Shares 16,931 Est. Cost $36.33 Unrealized
IWP ISHARES TR RUS MID CP GR 0.1%
Value ($000) $725 Shares 7,104 Est. Cost $125.12 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $722 Shares 5,431 Est. Cost $70.31 Unrealized +84.3%
DOW DOW INC 0.1%
Value ($000) $712 Shares 11,137 Est. Cost $35.83 Unrealized +27.8%
WFC WELLS FARGO & CO 0.1%
Value ($000) $679 Shares 17,389 Est. Cost $31.51 Unrealized +0.3%
CCI CROWN CASTLE INTL CORP 0.1%
Value ($000) $677 Shares 3,933 Est. Cost $120.18 Unrealized +6.0%
ACN ACCENTURE PLCIRELAND 0.1%
Value ($000) $656 Shares 2,375 Est. Cost $113.88 Unrealized +111.9%
FBCG FIDELITY BLUE CHIP GROWTH 0.1%
Value ($000) $641 Shares 21,924 Est. Cost $28.99 Unrealized
EEM ISHARES TRUST MSCI EMG MKTS 0.1%
Value ($000) $639 Shares 11,980 Est. Cost $47.70 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.1%
Value ($000) $634 Shares 13,150 Est. Cost $48.51 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $627 Shares 33,515 Est. Cost $9.46 Unrealized +20.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $620 Shares 10,988 Est. Cost $54.03 Unrealized
VHT VANGUARD SECTOR INDEX FDS HEALTH CARE VIPERS 0.1%
Value ($000) $618 Shares 2,702 Est. Cost $194.72 Unrealized
VGT VANGUARD WORLD FDS INFORMATION TECHNOLOGY 0.1%
Value ($000) $610 Shares 1,701 Est. Cost $269.14 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $610 Shares 1,170 Est. Cost $50.30 Unrealized +5.5%
AWK AMERICAN WTR WKS CO INC 0.1%
Value ($000) $610 Shares 4,071 Est. Cost $103.20 Unrealized +33.4%
MDY SPDR S&P MIDCAP 4OO 0.1%
Value ($000) $607 Shares 1,276 Est. Cost $379.75 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $606 Shares 8,408 Est. Cost $51.91 Unrealized
SOXX ISHARES PHLX SEMICONDUCTORS 0.1%
Value ($000) $603 Shares 1,423 Est. Cost $379.48 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $601 Shares 3,163 Est. Cost $82.34 Unrealized +90.6%
CB CHUBB LTD 0.1%
Value ($000) $599 Shares 3,794 Est. Cost $105.84 Unrealized +42.0%
BLACKROCK INC 0.1%
Value ($000) $579 Shares 768 Est. Cost $577.43 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $577 Shares 2,695 Est. Cost $129.86 Unrealized +55.2%
NVS NOVARTIS AG 0.1%
Value ($000) $576 Shares 6,744 Est. Cost $79.66 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $569 Shares 2,343 Est. Cost $154.00 Unrealized +63.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $567 Shares 4,081 Est. Cost $89.49 Unrealized +23.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $534 Shares 9,130 Est. Cost $38.94 Unrealized +27.9%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $530 Shares 2,215 Est. Cost $171.00 Unrealized +12.4%
XT ISHARES TR EXPONENTIAL TECH 0.1%
Value ($000) $528 Shares 8,915 Est. Cost $50.72 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $522 Shares 6,750 Est. Cost $25.69 Unrealized +13.2%
CWB SPDR SER TR BLMBRG BRC CNVRT 0.1%
Value ($000) $508 Shares 6,097 Est. Cost $63.65 Unrealized
AXP AMERICAN EXPRESSCOMPANY 0.1%
Value ($000) $504 Shares 3,563 Est. Cost $70.84 Unrealized +75.6%
DEO DIAGEO PLC 0.1%
Value ($000) $499 Shares 3,039 Est. Cost $134.77 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $496 Shares 7,669 Est. Cost $61.89 Unrealized -13.8%
GTY GETTY REALTY CORP 0.1%
Value ($000) $485 Shares 17,111 Est. Cost $25.43 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $485 Shares 2,451 Est. Cost $54.91 Unrealized +197.2%
CME CME GROUP INC 0.1%
Value ($000) $475 Shares 2,324 Est. Cost $151.43 Unrealized +7.7%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $475 Shares 14,434 Est. Cost $14.69 Unrealized +106.6%
PGF INVESCO ETF TR FINL PFD 0.1%
Value ($000) $473 Shares 25,053 Est. Cost $18.33 Unrealized
GEM GOLDMAN SACHS ETF TR A 0.1%
Value ($000) $470 Shares 11,912 Est. Cost $29.18 Unrealized
AWR AMERICAN STS WTR CO 0.1%
Value ($000) $466 Shares 6,167 Est. Cost $62.85 Unrealized +11.0%
ITW ILLINOIS TOOL WORKSINC 0.1%
Value ($000) $456 Shares 2,060 Est. Cost $134.22 Unrealized +37.8%
ORLY O REILLYAUTOMOTIVE INC 0.1%
Value ($000) $449 Shares 884 Est. Cost $14.58 Unrealized +112.5%
MDYG SPDR SER TR S&P 400 MDCP GRW 0.1%
Value ($000) $449 Shares 5,973 Est. Cost $71.69 Unrealized
VIACOMBS INC 0.1%
Value ($000) $446 Shares 9,885 Est. Cost $30.42 Unrealized
BK BANK OF NEW YORKMELLON CORP 0.1%
Value ($000) $445 Shares 9,413 Est. Cost $28.19 Unrealized +35.8%
IWS ISHARES RUSSELL MIDCAP VALUE 0.1%
Value ($000) $440 Shares 4,021 Est. Cost $79.84 Unrealized
BKNG BOOKINGS HOLDING INC 0.1%
Value ($000) $438 Shares 188 Est. Cost $2185.19 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $438 Shares 5,566 Est. Cost $29.37 Unrealized +131.8%
LINDE PLCS 0.1%
Value ($000) $436 Shares 1,555 Est. Cost $246.86 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $422 Shares 2,806 Est. Cost $80.83 Unrealized +60.9%
ETF SER SOLUTIONS DEFIANCE NXT GN 0.1%
Value ($000) $419 Shares 15,875 Est. Cost $26.39 Unrealized
GWW GRAINGER WW INC 0.1%
Value ($000) $417 Shares 1,041 Est. Cost $208.62 Unrealized +75.8%
AGG ISHARES CORE US AGGREGATE BOND 0.1%
Value ($000) $413 Shares 3,626 Est. Cost $116.14 Unrealized
IRM IRON MTN INC 0.1%
Value ($000) $409 Shares 11,051 Est. Cost $22.20 Unrealized +22.6%
GLW CORNING 0.1%
Value ($000) $405 Shares 9,310 Est. Cost $30.87 Unrealized +8.8%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $405 Shares 3,301 Est. Cost $58.49 Unrealized +18.7%
NVCR NOVOCURE LTD 0.1%
Value ($000) $393 Shares 2,975 Est. Cost $83.44 Unrealized +89.6%
INVESCO EXCHANGE TRADED FD TR II S&P MIDCP LOW 0.1%
Value ($000) $390 Shares 7,445 Est. Cost $44.44 Unrealized
EPD ENTERPRISE PRODSPARTNERS L P COMUNIT 0.1%
Value ($000) $387 Shares 17,594 Est. Cost $45.06 Unrealized
EFA ISHARES MSCI EAFE 0.1%
Value ($000) $382 Shares 5,036 Est. Cost $66.70 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $379 Shares 21,842 Est. Cost $21.41 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $376 Shares 7,487 Est. Cost $20.34 Unrealized +4.6%
ARKQ ARK ETF TR AUTNMUS TECHNLGY 0.1%
Value ($000) $373 Shares 4,443 Est. Cost $76.95 Unrealized
MPV BARINGS PARTN INVS 0.1%
Value ($000) $370 Shares 28,602 Est. Cost $13.95 Unrealized
KRE SPDR SER TR S&P REGL BKG 0.1%
Value ($000) $369 Shares 5,561 Est. Cost $66.35 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $368 Shares 2,685 Est. Cost $50.44 Unrealized +137.1%
VOOV VANGUARD S&P VALUE INDEX FD 0.1%
Value ($000) $365 Shares 2,672 Est. Cost $127.78 Unrealized
ACWI ISHARES TR MSCI ACWI 0.1%
Value ($000) $365 Shares 3,838 Est. Cost $92.56 Unrealized
BNDX VANGUARD CHAROLETTE TOTAL INTL BD INDEX FD 0.1%
Value ($000) $361 Shares 6,324 Est. Cost $55.41 Unrealized
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $360 Shares 1,482 Est. Cost $101.86 Unrealized +121.5%
KEY KEY CORP 0.1%
Value ($000) $358 Shares 17,914 Est. Cost $8.82 Unrealized +72.6%
VIGI VANGUARD WHITEHALL FDS INTL DVD 0.1%
Value ($000) $351 Shares 4,240 Est. Cost $81.77 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $350 Shares 9,800 Est. Cost $25.06 Unrealized +41.8%
MS MORGAN STANLEY 0.1%
Value ($000) $349 Shares 4,498 Est. Cost $52.19 Unrealized +25.7%
MCK MCKESSON CORP 0.1%
Value ($000) $346 Shares 1,776 Est. Cost $135.99 Unrealized +30.4%
IXN ISHARES GLOBAL TECH 0.1%
Value ($000) $345 Shares 1,122 Est. Cost $242.68 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $344 Shares 1,303 Est. Cost $264.01 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $342 Shares 1,233 Est. Cost $273.95 Unrealized +5.3%
SLYG SPDR SER TR S&P 600 SMCP GRW 0.1%
Value ($000) $341 Shares 3,970 Est. Cost $85.89 Unrealized
VNQ VANGUARD REAL ESTATE 0.1%
Value ($000) $339 Shares 3,693 Est. Cost $91.80 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $339 Shares 7,273 Est. Cost $26.48 Unrealized +58.2%
PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 0.1%
Value ($000) $338 Shares 20,268 Est. Cost $12.84 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $336 Shares 2,136 Est. Cost $130.32 Unrealized +16.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $336 Shares 3,806 Est. Cost $82.77 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $334 Shares 2,906 Est. Cost $56.32 Unrealized +73.5%
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $333 Shares 4,715 Est. Cost $97.16 Unrealized 0.0%
KBE SPDR SER TR S&P BK 0.1%
Value ($000) $332 Shares 6,407 Est. Cost $42.51 Unrealized
APD AIR PRODS & CHEMSINC 0.1%
Value ($000) $329 Shares 1,170 Est. Cost $82.25 Unrealized +192.0%
EXC EXELON CORP 0.1%
Value ($000) $326 Shares 7,454 Est. Cost $22.70 Unrealized +11.2%
JPUS JP MORGAN DIVERSIFIED RETURN US EQUITY 0.1%
Value ($000) $324 Shares 3,543 Est. Cost $73.10 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $323 Shares 1,880 Est. Cost $89.85 Unrealized +46.8%
MGC VANGUARD MEGA CAP INDEX FD 0.1%
Value ($000) $323 Shares 2,301 Est. Cost $140.37 Unrealized
BOND PIMCO ETF TR ACTIVE BD 0.1%
Value ($000) $322 Shares 2,941 Est. Cost $111.60 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $321 Shares 10,995 Est. Cost $17.29 Unrealized +27.3%
DTE DTE ENERGY CO 0.1%
Value ($000) $316 Shares 2,370 Est. Cost $41.81 Unrealized +113.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $316 Shares 1,972 Est. Cost $148.71 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND 0.1%
Value ($000) $314 Shares 2,750 Est. Cost $114.18 Unrealized
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $312 Shares 10,067 Est. Cost $8.99 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $311 Shares 1,536 Est. Cost $175.94 Unrealized -3.5%
ATLASSIAN CORP PLC 0.1%
Value ($000) $310 Shares 1,470 Est. Cost $141.27 Unrealized
EATON VANCE TAXMANAGED BUYWRITE OPP FD 0.1%
Value ($000) $308 Shares 19,855 Est. Cost $13.79 Unrealized
AON PLC 0.1%
Value ($000) $307 Shares 1,334 Est. Cost $132.99 Unrealized
VV VANGUARD LARGE CAP INDEX FD 0.1%
Value ($000) $303 Shares 1,633 Est. Cost $115.00 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $303 Shares 1,244 Est. Cost $71.81 Unrealized +217.2%
FMC FMC CORP 0.1%
Value ($000) $303 Shares 2,743 Est. Cost $91.87 Unrealized +3.2%
ICLN ISHARES TR GL CLEAN ENE 0.1%
Value ($000) $301 Shares 12,397 Est. Cost $27.15 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $301 Shares 1,560 Est. Cost $169.35 Unrealized -2.6%
GIS GENERAL MILLS INC 0.1%
Value ($000) $297 Shares 4,838 Est. Cost $36.28 Unrealized +34.9%
STARWOOD PPTY TR INC 0.1%
Value ($000) $291 Shares 11,759 Est. Cost $19.39 Unrealized
HPQ HP INC 0.1%
Value ($000) $287 Shares 9,024 Est. Cost $23.33 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $287 Shares 1,816 Est. Cost $69.30 Unrealized +93.5%
XLG INVESCO ETF FD TR S&P 500 TOP 49 0.1%
Value ($000) $286 Shares 965 Est. Cost $284.97 Unrealized
VTEB VANGUARD MUN BDS FDS TAX EXEMPT 0.1%
Value ($000) $286 Shares 5,231 Est. Cost $55.25 Unrealized
TOTAL SE SPON ADR 0.1%
Value ($000) $280 Shares 6,010 Est. Cost $42.14 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $278 Shares 2,007 Est. Cost $94.56 Unrealized +25.8%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $271 Shares 2,026 Est. Cost $105.71 Unrealized 0.0%
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $271 Shares 931 Est. Cost $191.53 Unrealized +33.2%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $271 Shares 3,195 Est. Cost $67.78 Unrealized -0.4%
JMST JP MORGAN EXCHANGE TRADED FD ULTRA SHRT 0.0%
Value ($000) $270 Shares 5,285 Est. Cost $51.09 Unrealized
ANEW PROSHARES TR MSCI TRANFRMTNAL 0.0%
Value ($000) $269 Shares 6,316 Est. Cost $42.27 Unrealized
PPL PPL CORP 0.0%
Value ($000) $267 Shares 9,264 Est. Cost $23.19 Unrealized 0.0%
MGK VANGUARD WORLD FD MEGA CAP GROWTH 0.0%
Value ($000) $266 Shares 1,285 Est. Cost $171.46 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $265 Shares 1,789 Est. Cost $110.73 Unrealized +18.9%
LAM RESEARCH CORP 0.0%
Value ($000) $265 Shares 445 Est. Cost $595.51 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $262 Shares 5,215 Est. Cost $38.78 Unrealized +4.3%
VTRS VIATRIS INC 0.0%
Value ($000) $261 Shares 18,688 Est. Cost $13.33 Unrealized -0.1%
FDX FEDEX CORP 0.0%
Value ($000) $261 Shares 919 Est. Cost $180.94 Unrealized +29.4%
JCI JOHNSON CONTROLS INC 0.0%
Value ($000) $261 Shares 4,367 Est. Cost $49.98 Unrealized 0.0%
IUSV ISHARES CORE S&P US VALUE 0.0%
Value ($000) $261 Shares 3,793 Est. Cost $68.81 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $261 Shares 1,291 Est. Cost $231.90 Unrealized 0.0%
EATON VANCE TAX MANAGED BUY WRITE INC FD 0.0%
Value ($000) $260 Shares 16,536 Est. Cost $14.24 Unrealized
TIP ISHARES TRUST US TREASURY 0.0%
Value ($000) $255 Shares 2,032 Est. Cost $126.72 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $254 Shares 1,118 Est. Cost $233.92 Unrealized 0.0%
CIBR FIRST TR EXC TRADED FUND 0.0%
Value ($000) $254 Shares 6,079 Est. Cost $35.23 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $252 Shares 3,826 Est. Cost $23.65 Unrealized +31.2%
OKE ONEOK INC 0.0%
Value ($000) $250 Shares 4,928 Est. Cost $24.90 Unrealized +38.6%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $250 Shares 15,565 Est. Cost $11.20 Unrealized +38.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $250 Shares 4,562 Est. Cost $54.80 Unrealized
CSX CSX CORPORATION 0.0%
Value ($000) $249 Shares 2,585 Est. Cost $14.86 Unrealized +92.2%
INTU INTUIT INC 0.0%
Value ($000) $248 Shares 648 Est. Cost $302.64 Unrealized +23.5%
PSCH INVESCO EXCH TRADED FD TR II S & P SMLCP 0.0%
Value ($000) $245 Shares 1,333 Est. Cost $183.80 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE 0.0%
Value ($000) $243 Shares 3,865 Est. Cost $60.60 Unrealized
PFM INVESCO ETF FD TR DIVID ACHIEVE 0.0%
Value ($000) $242 Shares 7,005 Est. Cost $33.16 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $242 Shares 2,650 Est. Cost $92.56 Unrealized 0.0%
TRV TRAVELERS COS INC 0.0%
Value ($000) $241 Shares 1,601 Est. Cost $76.47 Unrealized +74.1%
ISHARES BONDS DEC 2022 TERM CORP 0.0%
Value ($000) $241 Shares 9,472 Est. Cost $25.57 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $240 Shares 2,947 Est. Cost $47.92 Unrealized +35.5%
PEG PUBLIC SVC ENTERPRISE GROUP INC 0.0%
Value ($000) $238 Shares 3,955 Est. Cost $44.21 Unrealized +10.6%
SNY SANOFI 0.0%
Value ($000) $236 Shares 4,768 Est. Cost $49.77 Unrealized
AIN ALBANY INTERNATIONAL CORP 0.0%
Value ($000) $235 Shares 2,820 Est. Cost $74.73 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III MANAGED MUNI 0.0%
Value ($000) $234 Shares 4,155 Est. Cost $56.32 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $232 Shares 1,798 Est. Cost $121.43 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $230 Shares 4,761 Est. Cost $43.04 Unrealized 0.0%
ISHARES IBONDS DEC 2023 TERM CORP 0.0%
Value ($000) $226 Shares 8,656 Est. Cost $26.24 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $223 Shares 3,162 Est. Cost $50.33 Unrealized +0.7%
IDV ISHARES TR INTL SEL DIV 0.0%
Value ($000) $222 Shares 7,050 Est. Cost $31.49 Unrealized
KMI KINDER MORGAN INCDEL 0.0%
Value ($000) $222 Shares 13,346 Est. Cost $19.73 Unrealized -41.4%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $222 Shares 3,222 Est. Cost $36.15 Unrealized +84.2%
WASH WASHINGTON TRUST ABNCORP INC 0.0%
Value ($000) $220 Shares 4,265 Est. Cost $35.51 Unrealized 0.0%
IPKW INVESCO EXCH TRADED FD TR II INTL BUYBACK 0.0%
Value ($000) $220 Shares 5,173 Est. Cost $42.53 Unrealized
NAVI NAVIENT CORP 0.0%
Value ($000) $219 Shares 15,280 Est. Cost $8.44 Unrealized +45.9%
ARKG ARK ETF TR GENOMIC REV 0.0%
Value ($000) $218 Shares 2,462 Est. Cost $88.55 Unrealized
GDXJ VANECK VECTORS ETF TR JR MINERS 0.0%
Value ($000) $217 Shares 4,821 Est. Cost $45.01 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $217 Shares 1,395 Est. Cost $67.53 Unrealized 0.0%
HRB H&R BLOCK INC 0.0%
Value ($000) $216 Shares 9,910 Est. Cost $16.05 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $215 Shares 4,690 Est. Cost $34.41 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $213 Shares 2,776 Est. Cost $62.19 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $213 Shares 9,995 Est. Cost $21.31 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $211 Shares 2,364 Est. Cost $79.13 Unrealized +1.4%
ISHARES GOLD TRUST 0.0%
Value ($000) $209 Shares 12,862 Est. Cost $14.67 Unrealized
UNITED STATES STEEL CORP 0.0%
Value ($000) $207 Shares 7,891 Est. Cost $26.23 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $206 Shares 1,555 Est. Cost $121.72 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $206 Shares 1,242 Est. Cost $145.48 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $205 Shares 490 Est. Cost $383.05 Unrealized -0.4%
VYMI VANGUARD WHITEHALL FDS INTL HIGH 0.0%
Value ($000) $204 Shares 3,116 Est. Cost $65.47 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $204 Shares 2,243 Est. Cost $67.80 Unrealized 0.0%
VT VANGUARD INTL EQUITY FDS TT WORLD ST 0.0%
Value ($000) $202 Shares 2,080 Est. Cost $97.12 Unrealized
YUM YUM!BRANDS INC 0.0%
Value ($000) $202 Shares 1,868 Est. Cost $92.76 Unrealized +4.2%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $201 Shares 2,808 Est. Cost $57.19 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $200 Shares 15,005 Est. Cost $10.83 Unrealized 0.0%
F FORD MOTOR CO 0.0%
Value ($000) $169 Shares 13,779 Est. Cost $5.62 Unrealized +54.5%
ANNALY CAP MGMT INC 0.0%
Value ($000) $151 Shares 17,539 Est. Cost $12.02 Unrealized
INVESCO ADVANTAGE MUNI INC TR 0.0%
Value ($000) $140 Shares 11,800 Est. Cost $10.82 Unrealized
ECC EAGLE PT CR CO LLC 0.0%
Value ($000) $127 Shares 10,637 Est. Cost $8.72 Unrealized
WNEB WESTERN NEW ENG BANCORP INC 0.0%
Value ($000) $115 Shares 13,584 Est. Cost $4.54 Unrealized +44.2%
ASML ASML HOLDINGS NV 0.0%
Value ($000) $114 Shares 184 Est. Cost $619.57 Unrealized
ET ENERGY TRANSFERPARTNERS L P 0.0%
Value ($000) $110 Shares 14,322 Est. Cost $7.12 Unrealized