Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 7, 2022

Total Value ($000): $839,057 (100.0% shares, 0.0% debt)

Holdings (455)

TPL TEXAS PACIFIC LAND CORPORATION COM 5.8%
Value ($000) $48,328 Shares 27,192 Est. Cost $164.19 Unrealized +13.1%
AAPL APPLE INC 4.8%
Value ($000) $40,503 Shares 293,075 Est. Cost $102.37 Unrealized +50.7%
MSFT MICROSOFT 2.7%
Value ($000) $22,569 Shares 96,905 Est. Cost $156.28 Unrealized +64.4%
QQQ INVESCO QQQ TRUST 2.6%
Value ($000) $21,794 Shares 81,544 Est. Cost $262.93 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 2.1%
Value ($000) $17,285 Shares 82,883 Est. Cost $202.03 Unrealized
CVX CHEVRON CORP NEW COM 1.8%
Value ($000) $15,386 Shares 107,090 Est. Cost $100.28 Unrealized +32.4%
XOM EXXON MOBIL CORP COM 1.7%
Value ($000) $14,522 Shares 166,330 Est. Cost $57.79 Unrealized +40.8%
CODI COMPASS DIVERSIFIED HOLDINGS 1.7%
Value ($000) $14,365 Shares 795,387 Est. Cost $11.52 Unrealized +66.6%
AMZN AMAZON.COM INC 1.7%
Value ($000) $13,901 Shares 123,017 Est. Cost $123.14 Unrealized +2.6%
SPY SPDR S&P 500 ETF 1.5%
Value ($000) $12,952 Shares 36,262 Est. Cost $346.36 Unrealized
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $12,383 Shares 75,802 Est. Cost $74.59 Unrealized +105.0%
VYM VANGUARD HIGH DIVIDEND YIELD 1.5%
Value ($000) $12,194 Shares 128,517 Est. Cost $94.28 Unrealized
GOOGL GOOGLE INC 1.4%
Value ($000) $11,687 Shares 122,189 Est. Cost $108.43 Unrealized +1.5%
PFE PFIZER INC COM 1.4%
Value ($000) $11,330 Shares 258,909 Est. Cost $26.37 Unrealized +53.2%
NOBL PROSHARES TR S&P 500 ARISTOCRATS 1.3%
Value ($000) $11,220 Shares 140,323 Est. Cost $79.29 Unrealized
DVN DEVON ENERGY CORP 1.2%
Value ($000) $10,111 Shares 168,144 Est. Cost $46.16 Unrealized +14.7%
UNH UNITEDHEALTH GROUP 1.0%
Value ($000) $8,804 Shares 17,431 Est. Cost $268.17 Unrealized +84.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $8,780 Shares 32,879 Est. Cost $195.58 Unrealized +45.5%
LLY LILLY ELI & CO COM 1.0%
Value ($000) $8,156 Shares 25,224 Est. Cost $78.54 Unrealized +292.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.0%
Value ($000) $8,138 Shares 60,208 Est. Cost $141.60 Unrealized
GLD SPDR GOLD ETF 0.9%
Value ($000) $7,715 Shares 49,880 Est. Cost $169.85 Unrealized
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $7,501 Shares 59,416 Est. Cost $78.20 Unrealized +67.0%
TSLA TESLA MOTORS INC 0.9%
Value ($000) $7,380 Shares 27,821 Est. Cost $229.95 Unrealized +21.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $7,193 Shares 56,509 Est. Cost $122.83 Unrealized
LNG CHENIERE ENERGY INC 0.8%
Value ($000) $6,928 Shares 41,757 Est. Cost $119.98 Unrealized +26.4%
FANG DIAMONDBACK ENERGY INC COM 0.8%
Value ($000) $6,742 Shares 55,966 Est. Cost $95.46 Unrealized +12.6%
BLFY BLUE FOUNDRY BANCORP COM 0.8%
Value ($000) $6,612 Shares 593,009 Est. Cost $13.54 Unrealized -13.8%
IVV ISHARES S&P 500 INDEX 0.8%
Value ($000) $6,311 Shares 17,596 Est. Cost $337.29 Unrealized
VTV VANGUARD VALUE ETF 0.7%
Value ($000) $5,810 Shares 47,052 Est. Cost $129.10 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.7%
Value ($000) $5,774 Shares 99,847 Est. Cost $56.46 Unrealized
PIONEER NATURAL RESOURCES CO 0.7%
Value ($000) $5,617 Shares 25,942 Est. Cost $235.86 Unrealized
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 0.7%
Value ($000) $5,593 Shares 84,612 Est. Cost $62.32 Unrealized
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $5,364 Shares 51,325 Est. Cost $71.16 Unrealized +48.4%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.6%
Value ($000) $5,363 Shares 120,593 Est. Cost $43.87 Unrealized
VTI VANGUARD TOTAL STK MKT 0.6%
Value ($000) $5,304 Shares 29,555 Est. Cost $192.40 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.6%
Value ($000) $5,278 Shares 412,378 Est. Cost $14.84 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value ($000) $5,232 Shares 10,316 Est. Cost $248.69 Unrealized +122.8%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $5,217 Shares 54,259 Est. Cost $109.98 Unrealized +0.8%
EOG EOG RESOURCES INC 0.6%
Value ($000) $5,140 Shares 46,002 Est. Cost $87.74 Unrealized +11.3%
ABBV ABBVIE INC COM 0.6%
Value ($000) $5,110 Shares 38,074 Est. Cost $58.60 Unrealized +116.9%
SDY SPDR SER TR S&P DIVID ETF 0.6%
Value ($000) $4,901 Shares 43,956 Est. Cost $108.78 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.6%
Value ($000) $4,878 Shares 12 Est. Cost $385507.78 Unrealized +11.1%
VO VANGUARD MID CAP 0.6%
Value ($000) $4,797 Shares 25,518 Est. Cost $188.61 Unrealized
HD HOME DEPOT 0.6%
Value ($000) $4,725 Shares 17,124 Est. Cost $163.99 Unrealized +65.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $4,656 Shares 56,879 Est. Cost $63.49 Unrealized +32.1%
PEP PEPSICO INC COM 0.5%
Value ($000) $4,611 Shares 28,243 Est. Cost $79.97 Unrealized +93.1%
V VISA INC 0.5%
Value ($000) $4,568 Shares 25,713 Est. Cost $137.53 Unrealized +44.2%
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $4,310 Shares 42,118 Est. Cost $71.70 Unrealized +23.0%
IJH ISHARES CORE S&P MID CAP ETF 0.5%
Value ($000) $3,865 Shares 17,626 Est. Cost $213.34 Unrealized
KO COCA COLA CO COM 0.5%
Value ($000) $3,841 Shares 68,557 Est. Cost $40.27 Unrealized +39.2%
PBT PERMIAN BASIN REALTY 0.4%
Value ($000) $3,738 Shares 228,908 Est. Cost $6.20 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.4%
Value ($000) $3,681 Shares 92,631 Est. Cost $45.31 Unrealized
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $3,613 Shares 37,884 Est. Cost $60.64 Unrealized +44.5%
CTRA CABOT OIL & GAS CP COM 0.4%
Value ($000) $3,591 Shares 137,487 Est. Cost $19.81 Unrealized +24.8%
BAC BK OF AMERICA CORP COM 0.4%
Value ($000) $3,544 Shares 117,338 Est. Cost $14.33 Unrealized +113.5%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $3,537 Shares 40,569 Est. Cost $87.62 Unrealized
FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31 0.4%
Value ($000) $3,528 Shares 29,523 Est. Cost $133.03 Unrealized -8.5%
ELV ELEVANCE HEALTH INC COM 0.4%
Value ($000) $3,526 Shares 7,763 Est. Cost $328.82 Unrealized +38.5%
VB VANGUARD SMALL CAP ETF 0.4%
Value ($000) $3,507 Shares 20,517 Est. Cost $190.53 Unrealized
ROP ROPER INDUSTRIES INC 0.4%
Value ($000) $3,497 Shares 9,723 Est. Cost $327.44 Unrealized +21.6%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.4%
Value ($000) $3,455 Shares 55,588 Est. Cost $69.47 Unrealized
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $3,287 Shares 27,668 Est. Cost $111.91 Unrealized +3.3%
MRK MERCK & CO INC 0.4%
Value ($000) $3,280 Shares 38,091 Est. Cost $49.83 Unrealized +61.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.4%
Value ($000) $3,279 Shares 65,377 Est. Cost $50.62 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.4%
Value ($000) $3,215 Shares 32,525 Est. Cost $100.77 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.4%
Value ($000) $3,143 Shares 62,485 Est. Cost $50.73 Unrealized
UNP UNION PAC CORP COM 0.4%
Value ($000) $3,106 Shares 15,944 Est. Cost $141.89 Unrealized +43.9%
CSCO CISCO SYS INC 0.4%
Value ($000) $3,037 Shares 75,921 Est. Cost $23.11 Unrealized +73.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $2,922 Shares 41,098 Est. Cost $45.34 Unrealized +37.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $2,860 Shares 35,548 Est. Cost $58.04 Unrealized +28.0%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $2,833 Shares 8,629 Est. Cost $322.64 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $2,829 Shares 19,729 Est. Cost $168.61 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $2,792 Shares 54,490 Est. Cost $55.85 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $2,787 Shares 12,322 Est. Cost $89.57 Unrealized +144.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,711 Shares 7,016 Est. Cost $264.16 Unrealized +44.1%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $2,688 Shares 11,651 Est. Cost $138.34 Unrealized +70.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.3%
Value ($000) $2,684 Shares 33,740 Est. Cost $83.03 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,673 Shares 37,108 Est. Cost $69.97 Unrealized
RAAX VANECK INFLATION ALLOCATION ETF 0.3%
Value ($000) $2,601 Shares 114,427 Est. Cost $25.88 Unrealized
SBR SABINE ROYALTY TRUST 0.3%
Value ($000) $2,554 Shares 35,929 Est. Cost $42.22 Unrealized
CI CIGNA CORP 0.3%
Value ($000) $2,475 Shares 8,920 Est. Cost $207.51 Unrealized +27.6%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,448 Shares 14,659 Est. Cost $124.82 Unrealized +29.9%
DVY ISHARES DJ SELECT DIVIDEND 0.3%
Value ($000) $2,389 Shares 22,284 Est. Cost $116.03 Unrealized
SO SOUTHERN CO COM 0.3%
Value ($000) $2,370 Shares 34,847 Est. Cost $39.30 Unrealized +70.3%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $2,345 Shares 35,310 Est. Cost $74.66 Unrealized
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $2,311 Shares 10,803 Est. Cost $261.07 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $2,308 Shares 39,891 Est. Cost $84.02 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $2,302 Shares 18,963 Est. Cost $17.99 Unrealized -12.3%
BX BLACKSTONE GROUP LP 0.3%
Value ($000) $2,247 Shares 26,851 Est. Cost $75.36 Unrealized +15.8%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $2,235 Shares 43,892 Est. Cost $62.25 Unrealized
ADBE ADOBE SYS INC 0.3%
Value ($000) $2,189 Shares 7,955 Est. Cost $425.07 Unrealized -11.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $2,173 Shares 27,170 Est. Cost $170.29 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $2,169 Shares 34,919 Est. Cost $47.85 Unrealized +25.2%
META META PLATFORMS INC CL A 0.2%
Value ($000) $2,068 Shares 15,242 Est. Cost $179.46 Unrealized -10.3%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $2,029 Shares 4,297 Est. Cost $322.32 Unrealized +54.5%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.2%
Value ($000) $1,996 Shares 90,094 Est. Cost $32.29 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $1,970 Shares 9,287 Est. Cost $158.35 Unrealized +33.2%
ABT ABBOTT LABS COM 0.2%
Value ($000) $1,928 Shares 19,925 Est. Cost $59.06 Unrealized +69.3%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $1,912 Shares 11,655 Est. Cost $137.23 Unrealized +25.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,911 Shares 24,370 Est. Cost $63.99 Unrealized +20.5%
EBC EASTERN BANKSHARES INC COM 0.2%
Value ($000) $1,909 Shares 97,185 Est. Cost $13.23 Unrealized +36.7%
SPROTT FOCUS TR INC COM 0.2%
Value ($000) $1,905 Shares 276,825 Est. Cost $8.60 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,891 Shares 49,798 Est. Cost $30.88 Unrealized +15.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $1,889 Shares 28,440 Est. Cost $54.10 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,878 Shares 19,909 Est. Cost $106.35 Unrealized -1.7%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.2%
Value ($000) $1,790 Shares 35,604 Est. Cost $50.28 Unrealized
WPM SILVER WHEATON CORP 0.2%
Value ($000) $1,789 Shares 55,283 Est. Cost $42.23 Unrealized -24.9%
VTIP VANGUARD SHORT TERM INFL-PROTECTED 0.2%
Value ($000) $1,786 Shares 37,124 Est. Cost $50.65 Unrealized
VXUS VANGUARD TOTAL INTL STOCK IDEX ETF 0.2%
Value ($000) $1,739 Shares 37,993 Est. Cost $55.11 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $1,725 Shares 5,164 Est. Cost $302.35 Unrealized +8.0%
NSC NORFOLK SOUTHERN CRP 0.2%
Value ($000) $1,691 Shares 8,067 Est. Cost $93.75 Unrealized +137.7%
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.2%
Value ($000) $1,679 Shares 17,731 Est. Cost $95.59 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $1,658 Shares 6,418 Est. Cost $204.75 Unrealized +17.6%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $1,651 Shares 7,381 Est. Cost $227.78 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.2%
Value ($000) $1,571 Shares 19,589 Est. Cost $88.66 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $1,551 Shares 10,379 Est. Cost $108.71 Unrealized +30.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,545 Shares 18,610 Est. Cost $63.87 Unrealized +26.7%
PRF POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $1,507 Shares 10,861 Est. Cost $150.22 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,469 Shares 10,805 Est. Cost $137.13 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $1,449 Shares 13,093 Est. Cost $132.91 Unrealized -13.5%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $1,448 Shares 19,509 Est. Cost $79.09 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,439 Shares 6,841 Est. Cost $196.26 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,436 Shares 6,368 Est. Cost $166.25 Unrealized +31.1%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,431 Shares 23,437 Est. Cost $59.78 Unrealized +17.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,418 Shares 38,997 Est. Cost $44.72 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,397 Shares 34,585 Est. Cost $21.48 Unrealized +53.9%
INTC INTEL CORP COM 0.2%
Value ($000) $1,379 Shares 53,498 Est. Cost $30.14 Unrealized +7.2%
T AT&T INC COM 0.2%
Value ($000) $1,376 Shares 89,722 Est. Cost $13.04 Unrealized +15.7%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $1,316 Shares 20,427 Est. Cost $57.09 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $1,296 Shares 4,558 Est. Cost $279.54 Unrealized +16.3%
MMM 3M CO COM 0.2%
Value ($000) $1,294 Shares 11,712 Est. Cost $100.76 Unrealized -4.3%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,278 Shares 4,360 Est. Cost $190.27 Unrealized +56.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,275 Shares 15,128 Est. Cost $61.64 Unrealized +27.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,269 Shares 11,231 Est. Cost $114.73 Unrealized +10.7%
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.2%
Value ($000) $1,266 Shares 39,988 Est. Cost $37.02 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.2%
Value ($000) $1,259 Shares 63,375 Est. Cost $19.82 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $1,252 Shares 9,651 Est. Cost $34.67 Unrealized +21.1%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,248 Shares 9,710 Est. Cost $133.56 Unrealized
AMLP ALPS TRUST ETF ALERIAN MLP 0.1%
Value ($000) $1,244 Shares 34,017 Est. Cost $35.83 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.1%
Value ($000) $1,240 Shares 4,315 Est. Cost $274.97 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $1,227 Shares 6,959 Est. Cost $149.08 Unrealized +6.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $1,225 Shares 30,389 Est. Cost $24.63 Unrealized +59.3%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $1,212 Shares 9,719 Est. Cost $96.73 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,193 Shares 7,235 Est. Cost $184.28 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $1,184 Shares 32,983 Est. Cost $30.05 Unrealized +11.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1,180 Shares 12,690 Est. Cost $56.50 Unrealized +66.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $1,171 Shares 32,935 Est. Cost $26.35 Unrealized +42.7%
DOW DOW INC COM 0.1%
Value ($000) $1,166 Shares 26,553 Est. Cost $43.42 Unrealized -4.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,153 Shares 7,137 Est. Cost $119.58 Unrealized +34.2%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $1,145 Shares 15,375 Est. Cost $66.38 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $1,102 Shares 7,194 Est. Cost $128.47 Unrealized +18.5%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,047 Shares 12,963 Est. Cost $76.34 Unrealized +5.8%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.1%
Value ($000) $1,044 Shares 14,061 Est. Cost $80.08 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $1,042 Shares 18,769 Est. Cost $54.65 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,036 Shares 16,728 Est. Cost $61.56 Unrealized -29.8%
CMI CUMMINS INC COM 0.1%
Value ($000) $1,036 Shares 5,090 Est. Cost $170.61 Unrealized +15.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,029 Shares 8,265 Est. Cost $96.68 Unrealized +18.5%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $1,009 Shares 3,282 Est. Cost $362.83 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,005 Shares 12,886 Est. Cost $50.79 Unrealized +49.7%
SON SONOCO PRODS CO COM 0.1%
Value ($000) $999 Shares 17,608 Est. Cost $39.83 Unrealized +35.2%
RPG IS GUGGENHEIM S&P 500 PURE GROWTH EFT 0.1%
Value ($000) $992 Shares 6,861 Est. Cost $151.41 Unrealized
VDE VANGUARD ENERGY 0.1%
Value ($000) $991 Shares 9,756 Est. Cost $92.71 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $989 Shares 2,021 Est. Cost $337.09 Unrealized +51.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $989 Shares 27,093 Est. Cost $47.57 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $987 Shares 7,313 Est. Cost $129.72 Unrealized +11.7%
O REALTY INCOME CORP 0.1%
Value ($000) $981 Shares 16,863 Est. Cost $41.69 Unrealized +37.5%
FCX FREEPORT MCMORAN COPPER 0.1%
Value ($000) $981 Shares 35,903 Est. Cost $35.07 Unrealized -20.5%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $973 Shares 32,064 Est. Cost $32.03 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $953 Shares 5,072 Est. Cost $127.98 Unrealized +42.5%
MCK MCKESSON CORP 0.1%
Value ($000) $951 Shares 2,799 Est. Cost $167.03 Unrealized +104.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $950 Shares 13,524 Est. Cost $65.08 Unrealized +11.3%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $945 Shares 14,818 Est. Cost $57.21 Unrealized +21.1%
IDXX IDEXX LABS INC 0.1%
Value ($000) $933 Shares 2,864 Est. Cost $296.30 Unrealized +24.0%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $931 Shares 20,588 Est. Cost $35.20 Unrealized +31.5%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $914 Shares 5,705 Est. Cost $92.09 Unrealized +70.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $908 Shares 8,404 Est. Cost $116.80 Unrealized -4.7%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.1%
Value ($000) $907 Shares 11,570 Est. Cost $109.09 Unrealized
CACI CACI INTL INC CL A 0.1%
Value ($000) $905 Shares 3,466 Est. Cost $259.75 Unrealized +8.5%
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $887 Shares 11,789 Est. Cost $85.17 Unrealized -1.3%
BA BOEING CO COM 0.1%
Value ($000) $871 Shares 7,194 Est. Cost $145.04 Unrealized +5.7%
C CITIGROUP INC 0.1%
Value ($000) $869 Shares 20,846 Est. Cost $47.69 Unrealized -8.4%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $855 Shares 3,721 Est. Cost $142.84 Unrealized +60.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $846 Shares 7,237 Est. Cost $135.20 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $844 Shares 5,688 Est. Cost $147.94 Unrealized -3.4%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $840 Shares 11,446 Est. Cost $101.25 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $839 Shares 12,234 Est. Cost $69.36 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $831 Shares 19,690 Est. Cost $45.40 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $829 Shares 3,989 Est. Cost $199.82 Unrealized +7.4%
IXN ISHARES TRUST S&P GLOBAL INFO TECHNOLOGY 0.1%
Value ($000) $828 Shares 19,634 Est. Cost $67.73 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $807 Shares 2,531 Est. Cost $486.77 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $793 Shares 3,692 Est. Cost $195.66 Unrealized +16.9%
PXE INVESCO DYNAMIC ENERGY EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $786 Shares 28,522 Est. Cost $27.40 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $782 Shares 1,948 Est. Cost $389.38 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $777 Shares 26,491 Est. Cost $35.88 Unrealized -6.2%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $768 Shares 17,277 Est. Cost $53.37 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $761 Shares 10,394 Est. Cost $55.73 Unrealized +39.3%
L LOEWS CORP COM 0.1%
Value ($000) $760 Shares 15,255 Est. Cost $55.04 Unrealized +0.8%
CB CHUBB LIMITED COM 0.1%
Value ($000) $754 Shares 4,145 Est. Cost $112.59 Unrealized +61.4%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.1%
Value ($000) $749 Shares 19,146 Est. Cost $37.18 Unrealized
CSX CSX CORP 0.1%
Value ($000) $741 Shares 27,807 Est. Cost $29.06 Unrealized +1.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $738 Shares 3,171 Est. Cost $188.04 Unrealized +20.4%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $728 Shares 18,095 Est. Cost $32.53 Unrealized +21.1%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $726 Shares 5,845 Est. Cost $133.72 Unrealized
LAND GLADSTONE LD CORP COM 0.1%
Value ($000) $722 Shares 39,893 Est. Cost $29.99 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $716 Shares 16,324 Est. Cost $54.03 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $708 Shares 1,595 Est. Cost $27.70 Unrealized +73.6%
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $707 Shares 16,073 Est. Cost $28.65 Unrealized +55.3%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $703 Shares 24,557 Est. Cost $22.12 Unrealized +26.1%
KKR KKR & CO LP 0.1%
Value ($000) $702 Shares 16,333 Est. Cost $45.99 Unrealized +6.9%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $702 Shares 1,491 Est. Cost $396.70 Unrealized +13.6%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $693 Shares 12,027 Est. Cost $62.41 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $693 Shares 2,691 Est. Cost $138.88 Unrealized +97.8%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $687 Shares 30,514 Est. Cost $30.84 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $681 Shares 5,358 Est. Cost $185.23 Unrealized
BSV VANGUARD SHORT TERM BOND 0.1%
Value ($000) $674 Shares 9,003 Est. Cost $81.49 Unrealized
KRP KIMBELL RTY PARTNERS LP UNIT 0.1%
Value ($000) $672 Shares 39,598 Est. Cost $12.92 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $660 Shares 28,631 Est. Cost $25.72 Unrealized
CF CF INDUSTRIES HOLDINGS, INC. 0.1%
Value ($000) $659 Shares 6,845 Est. Cost $78.33 Unrealized +15.5%
MS MORGAN STANLEY 0.1%
Value ($000) $659 Shares 8,342 Est. Cost $84.33 Unrealized -10.8%
IAK ISHARES TR DOW JONESUS INS INDEX FD 0.1%
Value ($000) $659 Shares 8,330 Est. Cost $86.53 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $656 Shares 8,316 Est. Cost $100.54 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $654 Shares 3,690 Est. Cost $169.76 Unrealized +0.4%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.1%
Value ($000) $654 Shares 13,552 Est. Cost $102.33 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $653 Shares 38,674 Est. Cost $11.10 Unrealized +25.4%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $648 Shares 10,231 Est. Cost $92.11 Unrealized -7.6%
VV VANGUARD LARGE CAP 0.1%
Value ($000) $638 Shares 3,903 Est. Cost $163.77 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $627 Shares 3,694 Est. Cost $145.21 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $607 Shares 11,067 Est. Cost $42.02 Unrealized +34.7%
KMI KINDER MORGAN INC 0.1%
Value ($000) $606 Shares 36,426 Est. Cost $15.92 Unrealized -7.2%
CCI CROWN CASTLE INTL CORP 0.1%
Value ($000) $600 Shares 4,152 Est. Cost $122.90 Unrealized +16.0%
VGK VANGUARD EUROPEAN 0.1%
Value ($000) $598 Shares 12,949 Est. Cost $64.27 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $595 Shares 7,421 Est. Cost $99.14 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $595 Shares 25,021 Est. Cost $37.99 Unrealized
F FORD MOTOR COMPANY 0.1%
Value ($000) $565 Shares 50,487 Est. Cost $11.60 Unrealized -6.4%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $563 Shares 7,404 Est. Cost $80.39 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $563 Shares 8,998 Est. Cost $69.57 Unrealized
KRE KBW REGIONAL BANKINGETF 0.1%
Value ($000) $553 Shares 9,388 Est. Cost $65.14 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $547 Shares 11,887 Est. Cost $21.87 Unrealized +6.0%
AWR AMER STATES WTR CO COM 0.1%
Value ($000) $546 Shares 7,004 Est. Cost $64.99 Unrealized +21.4%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $535 Shares 26,215 Est. Cost $21.97 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $535 Shares 5,866 Est. Cost $98.90 Unrealized
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $532 Shares 2,599 Est. Cost $121.59 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $532 Shares 8,815 Est. Cost $72.72 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $532 Shares 12,229 Est. Cost $47.82 Unrealized -15.9%
SYK STRYKER CORP 0.1%
Value ($000) $518 Shares 2,559 Est. Cost $164.82 Unrealized +23.2%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $515 Shares 732 Est. Cost $15.05 Unrealized +209.7%
DON WISDOMTREE MIDCAP DIVIDEND 0.1%
Value ($000) $513 Shares 13,624 Est. Cost $43.29 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $511 Shares 8,324 Est. Cost $49.04 Unrealized +32.0%
HUM HUMANA INC COM 0.1%
Value ($000) $509 Shares 1,048 Est. Cost $430.68 Unrealized +9.0%
VPU VANGUARD UTILITIES 0.1%
Value ($000) $506 Shares 3,555 Est. Cost $141.34 Unrealized
MAR MARRIOTT INTL INC 0.1%
Value ($000) $501 Shares 3,574 Est. Cost $130.11 Unrealized +13.5%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $501 Shares 11,249 Est. Cost $54.35 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $500 Shares 8,763 Est. Cost $70.39 Unrealized
MOS MOSAIC CO 0.1%
Value ($000) $497 Shares 10,275 Est. Cost $41.20 Unrealized +14.5%
LINDE PLC SHS 0.1%
Value ($000) $494 Shares 1,833 Est. Cost $275.83 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $494 Shares 2,638 Est. Cost $322.31 Unrealized -33.4%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $493 Shares 4,377 Est. Cost $90.92 Unrealized +25.7%
NKE NIKE INC CLASS B 0.1%
Value ($000) $490 Shares 5,890 Est. Cost $78.63 Unrealized +29.2%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $490 Shares 4,458 Est. Cost $143.67 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $488 Shares 6,042 Est. Cost $76.40 Unrealized -1.3%
CRM SALESFORCE COM 0.1%
Value ($000) $485 Shares 3,369 Est. Cost $145.74 Unrealized +15.0%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.1%
Value ($000) $482 Shares 25,240 Est. Cost $24.16 Unrealized
LAMR LAMAR ADVERTISING CO A CLASS A 0.1%
Value ($000) $481 Shares 5,837 Est. Cost $87.19 Unrealized
KEY KEYCORP COM 0.1%
Value ($000) $474 Shares 29,592 Est. Cost $11.47 Unrealized +29.8%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $474 Shares 4,933 Est. Cost $84.76 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.1%
Value ($000) $464 Shares 1,843 Est. Cost $235.22 Unrealized +6.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $461 Shares 6,523 Est. Cost $37.61 Unrealized +101.4%
FCG FIRST TR ISE REVERE NAT GAS INDEX FD 0.1%
Value ($000) $461 Shares 20,180 Est. Cost $21.91 Unrealized
GTY GETTY RLTY CORP NEW 0.1%
Value ($000) $460 Shares 17,111 Est. Cost $25.43 Unrealized
MATV EQ SCHWEITZER-MAUDUIT INTL I 0.1%
Value ($000) $458 Shares 20,730 Est. Cost $19.57 Unrealized 0.0%
AWK AMERICAN WATER WORKS CO 0.1%
Value ($000) $458 Shares 3,520 Est. Cost $110.10 Unrealized +27.1%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $457 Shares 9,518 Est. Cost $58.26 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $454 Shares 11,783 Est. Cost $33.06 Unrealized +17.0%
MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 0.1%
Value ($000) $449 Shares 5,568 Est. Cost $91.20 Unrealized
BLACKROCK INC 0.1%
Value ($000) $447 Shares 812 Est. Cost $580.66 Unrealized
AIN ALBANY INTL CORP NEWCL A 0.1%
Value ($000) $436 Shares 5,528 Est. Cost $75.88 Unrealized +8.4%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $433 Shares 2,056 Est. Cost $233.56 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $430 Shares 8,172 Est. Cost $57.25 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $429 Shares 4,013 Est. Cost $87.30 Unrealized +13.8%
RPV INVESCO S&P 500 PURE VALUE ETF 0.1%
Value ($000) $426 Shares 6,094 Est. Cost $81.84 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $423 Shares 1,017 Est. Cost $667.03 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $418 Shares 3,132 Est. Cost $113.90 Unrealized +17.1%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $416 Shares 2,802 Est. Cost $170.10 Unrealized -5.1%
BOND PIMCO ACTIVE BOND ETF 0.0%
Value ($000) $416 Shares 4,634 Est. Cost $106.98 Unrealized
BUNGE LIMITED F 0.0%
Value ($000) $415 Shares 5,031 Est. Cost $81.89 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $414 Shares 3,986 Est. Cost $137.83 Unrealized
SLYG SPDR SER TR DJ WILSHIRE SMALL CAP GROWTH ETF 0.0%
Value ($000) $414 Shares 6,074 Est. Cost $85.81 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $410 Shares 4,675 Est. Cost $81.61 Unrealized +2.5%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $408 Shares 6,589 Est. Cost $82.97 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $404 Shares 1,813 Est. Cost $134.45 Unrealized +74.4%
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $401 Shares 8,162 Est. Cost $49.13 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $394 Shares 7,681 Est. Cost $34.53 Unrealized +44.2%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $390 Shares 19,129 Est. Cost $21.69 Unrealized
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 0.0%
Value ($000) $387 Shares 3,182 Est. Cost $141.08 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $387 Shares 7,719 Est. Cost $53.97 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $387 Shares 3,916 Est. Cost $66.25 Unrealized +45.2%
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $385 Shares 4,670 Est. Cost $100.98 Unrealized
UMPQUA HOLDINGS CORP 0.0%
Value ($000) $382 Shares 22,340 Est. Cost $16.84 Unrealized
GDXJ MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW 0.0%
Value ($000) $381 Shares 12,919 Est. Cost $39.68 Unrealized
AMBP ARDAGH METAL PACKAGING S A SHS 0.0%
Value ($000) $378 Shares 78,070 Est. Cost $4.60 Unrealized -6.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $373 Shares 1,691 Est. Cost $69.30 Unrealized +196.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $370 Shares 10,619 Est. Cost $47.44 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $370 Shares 2,481 Est. Cost $137.05 Unrealized +11.2%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $369 Shares 4,738 Est. Cost $93.94 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $368 Shares 2,034 Est. Cost $152.70 Unrealized +19.0%
DLS WISDOMTREE INTL SMALLCAP DIVIDEND 0.0%
Value ($000) $368 Shares 7,157 Est. Cost $74.61 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $364 Shares 4,443 Est. Cost $118.60 Unrealized -21.2%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $362 Shares 7,619 Est. Cost $48.89 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $357 Shares 7,300 Est. Cost $49.51 Unrealized
JP MORGAN ALERIAN MLP ETN 0.0%
Value ($000) $354 Shares 17,624 Est. Cost $19.22 Unrealized
EASTERLY GOVT PPTYS INC COM 0.0%
Value ($000) $352 Shares 22,300 Est. Cost $18.55 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $349 Shares 6,115 Est. Cost $26.48 Unrealized +112.1%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $347 Shares 211 Est. Cost $2193.11 Unrealized -15.7%
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value ($000) $346 Shares 19,805 Est. Cost $22.78 Unrealized +0.1%
PID POWERSHARES INTL DIVID ACHIEVERS PORT 0.0%
Value ($000) $345 Shares 22,647 Est. Cost $13.62 Unrealized
AEO AMERICAN EAGLE OUTFITTERS 0.0%
Value ($000) $344 Shares 35,405 Est. Cost $12.37 Unrealized -14.1%
EQT EQT CORP COM 0.0%
Value ($000) $342 Shares 8,396 Est. Cost $19.07 Unrealized +116.1%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $339 Shares 7,516 Est. Cost $76.79 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $338 Shares 10,862 Est. Cost $26.08 Unrealized
NNN NATIONAL RETAIL PPTYS 0.0%
Value ($000) $338 Shares 8,484 Est. Cost $42.40 Unrealized
XBI SPDR BIOTECH ETF 0.0%
Value ($000) $334 Shares 4,210 Est. Cost $107.08 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $333 Shares 5,924 Est. Cost $48.71 Unrealized +17.7%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $330 Shares 1,126 Est. Cost $242.77 Unrealized +15.8%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $330 Shares 8,214 Est. Cost $47.30 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $328 Shares 4,287 Est. Cost $41.19 Unrealized +64.6%
DOV DOVER CORP COM 0.0%
Value ($000) $326 Shares 2,798 Est. Cost $54.25 Unrealized +125.4%
NFLX NETFLIX COM INC 0.0%
Value ($000) $324 Shares 1,376 Est. Cost $49.47 Unrealized -55.1%
WU WESTERN UNION COMPANY 0.0%
Value ($000) $323 Shares 23,916 Est. Cost $17.18 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $322 Shares 4,844 Est. Cost $45.65 Unrealized +49.0%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $320 Shares 27,625 Est. Cost $13.45 Unrealized +6.1%
EATON VANCE TAX MANAGED BUY WRITE 0.0%
Value ($000) $318 Shares 24,146 Est. Cost $14.10 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $315 Shares 5,628 Est. Cost $67.83 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $307 Shares 8,199 Est. Cost $23.53 Unrealized +66.0%
AVANGRID INC COM 0.0%
Value ($000) $306 Shares 7,328 Est. Cost $41.76 Unrealized
CCJ CAMECO CORP F 0.0%
Value ($000) $306 Shares 11,528 Est. Cost $19.45 Unrealized +30.3%
TOTAL SA ADR 0.0%
Value ($000) $306 Shares 6,572 Est. Cost $43.34 Unrealized
EWX SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETF 0.0%
Value ($000) $303 Shares 6,650 Est. Cost $61.35 Unrealized
GOLDMAN SACHS PHYSICAL GOLD ETF 0.0%
Value ($000) $301 Shares 18,240 Est. Cost $16.50 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.0%
Value ($000) $301 Shares 3,022 Est. Cost $107.37 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $299 Shares 3,478 Est. Cost $211.35 Unrealized -58.1%
FISV FISERV INC 0.0%
Value ($000) $297 Shares 3,172 Est. Cost $115.18 Unrealized -11.5%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $297 Shares 7,716 Est. Cost $47.17 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $296 Shares 2,784 Est. Cost $101.21 Unrealized +7.5%
UNM UNUM GROUP 0.0%
Value ($000) $296 Shares 7,623 Est. Cost $28.28 Unrealized +29.3%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $293 Shares 6,612 Est. Cost $43.12 Unrealized
BROOKFIELD ASSET MGMT INC COM VOTING 0.0%
Value ($000) $288 Shares 7,054 Est. Cost $54.69 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $288 Shares 9,887 Est. Cost $25.94 Unrealized +6.5%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $287 Shares 5,825 Est. Cost $54.18 Unrealized -8.4%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LPISIN #BMG162521014 SEDOL #B2NHY98 0.0%
Value ($000) $287 Shares 7,997 Est. Cost $54.69 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.0%
Value ($000) $283 Shares 25,615 Est. Cost $8.83 Unrealized
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $281 Shares 11,244 Est. Cost $17.13 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $281 Shares 1,815 Est. Cost $162.35 Unrealized -6.6%
CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $281 Shares 4,217 Est. Cost $71.99 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $280 Shares 722 Est. Cost $328.40 Unrealized +28.7%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $280 Shares 8,492 Est. Cost $38.27 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $278 Shares 8,422 Est. Cost $38.28 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $274 Shares 5,749 Est. Cost $52.80 Unrealized
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $274 Shares 8,686 Est. Cost $33.62 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $273 Shares 4,490 Est. Cost $59.62 Unrealized -3.3%
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.0%
Value ($000) $271 Shares 18,028 Est. Cost $18.33 Unrealized
RIO RIO TINTO PLC SPON ADR 0.0%
Value ($000) $271 Shares 4,914 Est. Cost $75.16 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $271 Shares 18,415 Est. Cost $10.91 Unrealized +39.9%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $269 Shares 16,600 Est. Cost $17.64 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $261 Shares 2,625 Est. Cost $86.91 Unrealized 0.0%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $260 Shares 3,884 Est. Cost $23.94 Unrealized +47.1%
ANEW PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF 0.0%
Value ($000) $259 Shares 8,798 Est. Cost $42.98 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $259 Shares 6,968 Est. Cost $31.04 Unrealized +8.9%
GLW CORNING INC COM 0.0%
Value ($000) $259 Shares 8,908 Est. Cost $31.34 Unrealized -1.9%
D DOMINION RESOURCES INC 0.0%
Value ($000) $259 Shares 3,749 Est. Cost $62.95 Unrealized +8.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $258 Shares 6,126 Est. Cost $58.50 Unrealized -27.9%
XLG RYDEX RUSSELL TOP 50 ETF 0.0%
Value ($000) $258 Shares 957 Est. Cost $284.97 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $257 Shares 19,595 Est. Cost $15.36 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $256 Shares 6,343 Est. Cost $36.94 Unrealized +12.3%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $255 Shares 6,753 Est. Cost $106.07 Unrealized
AON AON CORP 0.0%
Value ($000) $253 Shares 945 Est. Cost $237.99 Unrealized +15.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $253 Shares 2,090 Est. Cost $129.11 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $251 Shares 5,844 Est. Cost $66.48 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $250 Shares 3,949 Est. Cost $63.65 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $249 Shares 1,430 Est. Cost $178.26 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $249 Shares 2,223 Est. Cost $92.88 Unrealized +20.7%
MGC VANGUARD MEGA CAP 300 ETF 0.0%
Value ($000) $248 Shares 1,983 Est. Cost $143.30 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $247 Shares 2,855 Est. Cost $67.78 Unrealized +28.5%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $246 Shares 5,215 Est. Cost $38.78 Unrealized +12.7%
EES WISDOMTREE TR SMALLCAP EARNING FD 0.0%
Value ($000) $245 Shares 6,254 Est. Cost $49.23 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $245 Shares 2,951 Est. Cost $102.48 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $243 Shares 6,701 Est. Cost $36.54 Unrealized -14.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $242 Shares 3,921 Est. Cost $61.74 Unrealized -9.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $241 Shares 2,184 Est. Cost $121.98 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.0%
Value ($000) $241 Shares 4,399 Est. Cost $59.78 Unrealized
BAR GRANITESHARES GOLD SHARES 0.0%
Value ($000) $241 Shares 14,626 Est. Cost $18.83 Unrealized
BGS B&G FOODS INC CLASS A 0.0%
Value ($000) $240 Shares 14,581 Est. Cost $16.78 Unrealized -7.1%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $239 Shares 4,915 Est. Cost $55.44 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $238 Shares 9,641 Est. Cost $51.64 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $238 Shares 20,738 Est. Cost $18.55 Unrealized -26.7%
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $236 Shares 2,548 Est. Cost $136.35 Unrealized
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value ($000) $236 Shares 4,612 Est. Cost $63.78 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $234 Shares 3,725 Est. Cost $74.30 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $234 Shares 9,800 Est. Cost $25.06 Unrealized +9.5%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $234 Shares 3,515 Est. Cost $66.57 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.0%
Value ($000) $232 Shares 1,367 Est. Cost $187.24 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $232 Shares 2,708 Est. Cost $74.80 Unrealized +8.9%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $231 Shares 3,211 Est. Cost $67.49 Unrealized -1.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $231 Shares 4,592 Est. Cost $25.69 Unrealized -13.4%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $230 Shares 2,765 Est. Cost $71.76 Unrealized 0.0%
PFM POWERSHARES DIVIDEND 0.0%
Value ($000) $227 Shares 7,031 Est. Cost $33.16 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $225 Shares 3,067 Est. Cost $77.29 Unrealized
NEXTERA ENERGY INC UNIT 03/01/23 0.0%
Value ($000) $225 Shares 4,521 Est. Cost $49.59 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $225 Shares 1,004 Est. Cost $219.36 Unrealized +3.4%
EATON VANCE T/M GL BUY-WR IN 0.0%
Value ($000) $222 Shares 16,773 Est. Cost $14.24 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value ($000) $222 Shares 4,471 Est. Cost $49.65 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $222 Shares 5,074 Est. Cost $43.75 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $222 Shares 8,385 Est. Cost $27.63 Unrealized 0.0%
GDX MARKET VECTORS GOLD MINERS INDEX ETF 0.0%
Value ($000) $222 Shares 9,202 Est. Cost $34.06 Unrealized
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $221 Shares 3,624 Est. Cost $61.40 Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $221 Shares 6,300 Est. Cost $46.19 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $221 Shares 2,427 Est. Cost $123.16 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $219 Shares 1,511 Est. Cost $143.62 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $219 Shares 1,476 Est. Cost $197.99 Unrealized -1.1%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $219 Shares 1,869 Est. Cost $107.56 Unrealized +7.6%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $217 Shares 2,531 Est. Cost $76.79 Unrealized +11.8%
HPQ HP INC COM 0.0%
Value ($000) $215 Shares 8,622 Est. Cost $23.35 Unrealized +15.6%
DFAS DIMENSIONAL US SMALL CAP ETF 0.0%
Value ($000) $215 Shares 4,616 Est. Cost $58.49 Unrealized
DES WISDOMTREE SMALLCAP DIVIDEND 0.0%
Value ($000) $215 Shares 8,364 Est. Cost $31.84 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $214 Shares 4,597 Est. Cost $22.24 Unrealized +0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $211 Shares 1,818 Est. Cost $89.80 Unrealized +22.3%
EQRR PROSHARES EQUITIES FOR RISING RATES ETF 0.0%
Value ($000) $211 Shares 4,870 Est. Cost $44.91 Unrealized
AZO AUTOZONE INC NEV 0.0%
Value ($000) $210 Shares 98 Est. Cost $1609.85 Unrealized +35.3%
WASH WASHINGTON TRUST BANCORP INC. 0.0%
Value ($000) $209 Shares 4,497 Est. Cost $35.91 Unrealized +10.8%
VRTX VERTEX PHARMACEUTICALS IN 0.0%
Value ($000) $209 Shares 722 Est. Cost $237.33 Unrealized +21.2%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $206 Shares 17,368 Est. Cost $19.42 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $206 Shares 2,466 Est. Cost $86.43 Unrealized -10.9%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $205 Shares 3,934 Est. Cost $65.35 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $205 Shares 8,144 Est. Cost $29.66 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $202 Shares 1,451 Est. Cost $154.39 Unrealized -3.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $201 Shares 1,743 Est. Cost $99.45 Unrealized +15.4%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $200 Shares 5,305 Est. Cost $41.28 Unrealized
NY COMMUNITY BANCORP INC 0.0%
Value ($000) $197 Shares 23,071 Est. Cost $10.67 Unrealized
ECC EAGLE POINT CREDIT COMPANY INC COM 0.0%
Value ($000) $194 Shares 17,636 Est. Cost $10.32 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $194 Shares 22,742 Est. Cost $12.95 Unrealized -34.9%
FIFTH STREET FINANCE CORP. 0.0%
Value ($000) $184 Shares 30,614 Est. Cost $6.73 Unrealized
NMFC NEW MOUNTAIN FIN CORP 0.0%
Value ($000) $164 Shares 14,186 Est. Cost $8.52 Unrealized +0.1%
CNH CNH INDUSTRIAL NV COM EUR0.01 0.0%
Value ($000) $156 Shares 13,963 Est. Cost $13.77 Unrealized -19.9%
MFIC APOLLO INVT CORP COM SH BEN INT 0.0%
Value ($000) $143 Shares 14,000 Est. Cost $8.04 Unrealized 0.0%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $128 Shares 12,000 Est. Cost $15.25 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $125 Shares 17,231 Est. Cost $10.91 Unrealized -8.1%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $110 Shares 13,584 Est. Cost $4.54 Unrealized +62.6%
AMPLIFY SEYMOUR CANNABIS ETF 0.0%
Value ($000) $107 Shares 18,561 Est. Cost $5.76 Unrealized
ICCC IMMUCELL CORP COM 0.0%
Value ($000) $82 Shares 11,000 Est. Cost $9.46 Unrealized -13.7%
PNNT PENNANTPARK INVSTMNT CRP 0.0%
Value ($000) $80 Shares 14,600 Est. Cost $3.68 Unrealized +6.1%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $73 Shares 10,983 Est. Cost $10.69 Unrealized -23.9%
COMP COMPASS INC CL A 0.0%
Value ($000) $64 Shares 27,655 Est. Cost $10.95 Unrealized -67.6%
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $63 Shares 25,000 Est. Cost $7.03 Unrealized -57.2%
RBBN RIBBON COMMUNICATIONS INC COM 0.0%
Value ($000) $53 Shares 24,000 Est. Cost $7.65 Unrealized -58.6%
FREQUENCY THERAPEUTICS INC COM 0.0%
Value ($000) $36 Shares 20,000 Est. Cost $1.50 Unrealized
AGRIFY CORP COM NEW 0.0%
Value ($000) $4 Shares 10,101 Est. Cost $1.98 Unrealized