Hartford Financial Management Inc. Diversified Active

CIK: 0001352526 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 1, 2020

Total Value ($000): $250,158 (100.0% shares, 0.0% debt)

Holdings (345)

TOTL SSGA ACTIVE ETF TR 3.5%
Value ($000) $8,677 Shares 180,916 Est. Cost $48.07 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $8,206 Shares 52,032 Est. Cost $71.74 Unrealized +117.9%
FLRN SPDR SER TR 2.6%
Value ($000) $6,388 Shares 217,284 Est. Cost $30.73 Unrealized
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $5,985 Shares 66,479 Est. Cost $53.64 Unrealized +93.2%
CSX CSX CORP 2.4%
Value ($000) $5,894 Shares 102,855 Est. Cost $11.09 Unrealized +94.6%
MUB ISHARES TR 2.3%
Value ($000) $5,828 Shares 51,571 Est. Cost $112.85 Unrealized
INTC INTEL CORP 2.2%
Value ($000) $5,547 Shares 102,490 Est. Cost $24.53 Unrealized +113.3%
FBT FIRST TR EXCHANGE-TRADED FD 2.1%
Value ($000) $5,164 Shares 39,381 Est. Cost $114.03 Unrealized
ARKQ ARK ETF TR 2.0%
Value ($000) $4,909 Shares 148,048 Est. Cost $19.85 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 1.9%
Value ($000) $4,782 Shares 40,000 Est. Cost $71.59 Unrealized +61.3%
ABT ABBOTT LABS 1.8%
Value ($000) $4,473 Shares 56,683 Est. Cost $41.33 Unrealized +82.3%
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $4,354 Shares 15,270 Est. Cost $110.71 Unrealized +150.9%
AAPL APPLE INC 1.7%
Value ($000) $4,224 Shares 16,610 Est. Cost $35.64 Unrealized +99.4%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $4,091 Shares 31,199 Est. Cost $80.78 Unrealized +48.7%
HON HONEYWELL INTL INC 1.6%
Value ($000) $4,033 Shares 30,142 Est. Cost $78.30 Unrealized +74.4%
HD HOME DEPOT INC 1.5%
Value ($000) $3,788 Shares 20,288 Est. Cost $89.43 Unrealized +112.6%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $3,780 Shares 40,071 Est. Cost $101.23 Unrealized
DIS DISNEY WALT CO 1.5%
Value ($000) $3,767 Shares 38,997 Est. Cost $70.24 Unrealized +75.8%
PEP PEPSICO INC 1.4%
Value ($000) $3,522 Shares 29,329 Est. Cost $69.93 Unrealized +61.2%
KMB KIMBERLY CLARK CORP 1.4%
Value ($000) $3,450 Shares 26,981 Est. Cost $67.83 Unrealized +65.3%
WM WASTE MGMT INC DEL 1.3%
Value ($000) $3,376 Shares 36,475 Est. Cost $62.58 Unrealized +66.5%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $3,343 Shares 30,389 Est. Cost $61.24 Unrealized +69.5%
ITW ILLINOIS TOOL WKS INC 1.3%
Value ($000) $3,132 Shares 22,040 Est. Cost $122.49 Unrealized +20.5%
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $2,933 Shares 25,279 Est. Cost $94.04 Unrealized +20.6%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $2,887 Shares 12,000 Est. Cost $33.40 Unrealized +62.6%
JPSE J P MORGAN EXCHANGE-TRADED F 1.2%
Value ($000) $2,887 Shares 133,954 Est. Cost $21.55 Unrealized
MRK MERCK & CO. INC 1.1%
Value ($000) $2,863 Shares 37,210 Est. Cost $41.65 Unrealized +56.3%
D DOMINION ENERGY INC 1.1%
Value ($000) $2,774 Shares 38,421 Est. Cost $45.71 Unrealized +38.1%
KEY KEYCORP 1.1%
Value ($000) $2,762 Shares 266,339 Est. Cost $7.71 Unrealized +61.4%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $2,762 Shares 49,548 Est. Cost $29.33 Unrealized +65.6%
VGT VANGUARD WORLD FDS 1.1%
Value ($000) $2,714 Shares 12,810 Est. Cost $157.14 Unrealized
DHR DANAHER CORPORATION 1.1%
Value ($000) $2,662 Shares 19,235 Est. Cost $25.25 Unrealized +420.0%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $2,626 Shares 16,082 Est. Cost $139.31 Unrealized +27.1%
NJR NEW JERSEY RES 1.0%
Value ($000) $2,599 Shares 76,500 Est. Cost $32.36 Unrealized -3.4%
NSC NORFOLK SOUTHERN CORP 1.0%
Value ($000) $2,424 Shares 16,600 Est. Cost $120.39 Unrealized +35.9%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $2,323 Shares 46,379 Est. Cost $23.62 Unrealized +97.7%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,266 Shares 31,267 Est. Cost $77.85 Unrealized -2.4%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,164 Shares 40,281 Est. Cost $31.09 Unrealized +31.9%
V VISA INC 0.9%
Value ($000) $2,159 Shares 13,400 Est. Cost $118.07 Unrealized +53.0%
LLY LILLY ELI & CO 0.8%
Value ($000) $2,067 Shares 14,900 Est. Cost $73.36 Unrealized +74.7%
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,973 Shares 33,256 Est. Cost $43.72 Unrealized +26.5%
AMAT APPLIED MATLS INC 0.8%
Value ($000) $1,907 Shares 41,619 Est. Cost $21.96 Unrealized +147.5%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,874 Shares 13,707 Est. Cost $69.13 Unrealized +105.3%
MKC MCCORMICK & CO INC 0.7%
Value ($000) $1,836 Shares 13,000 Est. Cost $45.42 Unrealized +51.9%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,826 Shares 18,269 Est. Cost $48.59 Unrealized +109.1%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,742 Shares 45,880 Est. Cost $54.29 Unrealized -22.5%
MMM 3M CO 0.7%
Value ($000) $1,737 Shares 12,728 Est. Cost $128.36 Unrealized -17.5%
DE DEERE & CO 0.7%
Value ($000) $1,679 Shares 12,150 Est. Cost $125.70 Unrealized +15.9%
PFE PFIZER INC 0.7%
Value ($000) $1,674 Shares 51,277 Est. Cost $23.87 Unrealized +8.2%
RSPH INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,672 Shares 8,836 Est. Cost $182.72 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,662 Shares 1,429 Est. Cost $51.27 Unrealized +31.4%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $1,658 Shares 7,215 Est. Cost $195.83 Unrealized +14.9%
UNP UNION PAC CORP 0.6%
Value ($000) $1,626 Shares 11,529 Est. Cost $66.01 Unrealized +119.6%
ENB ENBRIDGE INC 0.6%
Value ($000) $1,604 Shares 55,143 Est. Cost $23.75 Unrealized +5.3%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,574 Shares 45,774 Est. Cost $30.43 Unrealized +18.4%
ETN EATON CORP PLC 0.6%
Value ($000) $1,554 Shares 20,000 Est. Cost $67.05 Unrealized +23.2%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $1,545 Shares 21,170 Est. Cost $56.60 Unrealized +7.3%
ABBV ABBVIE INC 0.6%
Value ($000) $1,524 Shares 20,000 Est. Cost $70.28 Unrealized -4.4%
TGT TARGET CORP 0.6%
Value ($000) $1,521 Shares 16,358 Est. Cost $49.16 Unrealized +93.2%
RSPT INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,515 Shares 9,501 Est. Cost $158.44 Unrealized
SO SOUTHERN CO 0.6%
Value ($000) $1,385 Shares 25,588 Est. Cost $44.43 Unrealized +13.6%
WBS WEBSTER FINL CORP CONN 0.5%
Value ($000) $1,348 Shares 58,849 Est. Cost $38.06 Unrealized +6.9%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,346 Shares 16,017 Est. Cost $101.12 Unrealized
BAC BK OF AMERICA CORP 0.5%
Value ($000) $1,323 Shares 62,312 Est. Cost $20.90 Unrealized +24.0%
PH PARKER HANNIFIN CORP 0.5%
Value ($000) $1,300 Shares 10,020 Est. Cost $151.83 Unrealized +9.8%
JPST J P MORGAN EXCHANGE-TRADED F 0.5%
Value ($000) $1,279 Shares 25,748 Est. Cost $50.06 Unrealized
WESTROCK CO 0.5%
Value ($000) $1,269 Shares 44,911 Est. Cost $42.95 Unrealized
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $1,255 Shares 43,720 Est. Cost $31.94 Unrealized +14.7%
USB US BANCORP DEL 0.5%
Value ($000) $1,206 Shares 35,000 Est. Cost $35.56 Unrealized +4.7%
META FACEBOOK INC 0.5%
Value ($000) $1,196 Shares 7,172 Est. Cost $153.69 Unrealized +26.5%
WY WEYERHAEUSER CO 0.5%
Value ($000) $1,193 Shares 70,368 Est. Cost $19.24 Unrealized +10.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,159 Shares 4,646 Est. Cost $105.45 Unrealized +136.8%
GPC GENUINE PARTS CO 0.5%
Value ($000) $1,152 Shares 17,116 Est. Cost $56.29 Unrealized +33.6%
FTV FORTIVE CORP 0.5%
Value ($000) $1,132 Shares 20,510 Est. Cost $33.16 Unrealized +28.6%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,123 Shares 13,880 Est. Cost $69.87 Unrealized +4.1%
PLD PROLOGIS INC. 0.4%
Value ($000) $1,121 Shares 13,951 Est. Cost $74.10 Unrealized 0.0%
PCH POTLATCHDELTIC CORPORATION 0.4%
Value ($000) $1,114 Shares 35,490 Est. Cost $37.82 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,101 Shares 9,925 Est. Cost $104.21 Unrealized -5.7%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,087 Shares 12,208 Est. Cost $111.65 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,077 Shares 9,480 Est. Cost $26.49 Unrealized +33.5%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $1,037 Shares 30,397 Est. Cost $27.11 Unrealized -33.1%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $998 Shares 5,000 Est. Cost $135.09 Unrealized +45.9%
LOW LOWES COS INC 0.4%
Value ($000) $990 Shares 11,502 Est. Cost $42.22 Unrealized +132.8%
ADBE ADOBE INC 0.4%
Value ($000) $981 Shares 3,083 Est. Cost $199.97 Unrealized +71.1%
BAX BAXTER INTL INC 0.4%
Value ($000) $977 Shares 12,030 Est. Cost $38.31 Unrealized +100.3%
BA BOEING CO 0.4%
Value ($000) $927 Shares 6,217 Est. Cost $136.19 Unrealized +100.3%
CI CIGNA CORP NEW 0.4%
Value ($000) $890 Shares 5,021 Est. Cost $190.77 Unrealized -7.0%
PAYX PAYCHEX INC 0.4%
Value ($000) $881 Shares 13,994 Est. Cost $28.11 Unrealized +139.8%
NFG NATIONAL FUEL GAS CO N J 0.4%
Value ($000) $876 Shares 23,489 Est. Cost $57.75 Unrealized -29.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $844 Shares 21,834 Est. Cost $31.67 Unrealized -13.0%
EMR EMERSON ELEC CO 0.3%
Value ($000) $839 Shares 17,600 Est. Cost $58.36 Unrealized -1.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $828 Shares 5,009 Est. Cost $120.27 Unrealized +42.9%
SYY SYSCO CORP 0.3%
Value ($000) $821 Shares 18,000 Est. Cost $52.26 Unrealized +12.6%
MPC MARATHON PETE CORP 0.3%
Value ($000) $791 Shares 33,497 Est. Cost $31.67 Unrealized +21.1%
DEO DIAGEO P L C 0.3%
Value ($000) $763 Shares 6,000 Est. Cost $143.38 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $758 Shares 5,600 Est. Cost $124.58 Unrealized +8.1%
AMZN AMAZON COM INC 0.3%
Value ($000) $743 Shares 381 Est. Cost $36.23 Unrealized +167.2%
PSX PHILLIPS 66 0.3%
Value ($000) $712 Shares 13,274 Est. Cost $53.90 Unrealized +18.4%
T AT&T INC 0.3%
Value ($000) $687 Shares 23,575 Est. Cost $11.87 Unrealized +53.1%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $665 Shares 4,300 Est. Cost $167.72 Unrealized +9.9%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $655 Shares 7,016 Est. Cost $83.63 Unrealized -2.1%
GLW CORNING INC 0.3%
Value ($000) $642 Shares 31,243 Est. Cost $10.68 Unrealized +106.9%
IP INTL PAPER CO 0.2%
Value ($000) $601 Shares 19,321 Est. Cost $27.74 Unrealized +2.8%
WMB WILLIAMS COS INC 0.2%
Value ($000) $600 Shares 42,398 Est. Cost $17.90 Unrealized -21.9%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $571 Shares 39,948 Est. Cost $45.85 Unrealized
DOW DOW INC 0.2%
Value ($000) $555 Shares 18,994 Est. Cost $36.37 Unrealized -15.9%
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $515 Shares 19,100 Est. Cost $29.26 Unrealized +12.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $504 Shares 16,365 Est. Cost $46.73 Unrealized -12.3%
ORCL ORACLE CORP 0.2%
Value ($000) $494 Shares 10,214 Est. Cost $29.64 Unrealized +60.3%
KO COCA COLA CO 0.2%
Value ($000) $478 Shares 10,800 Est. Cost $29.10 Unrealized +54.6%
TOTAL S.A. 0.2%
Value ($000) $466 Shares 12,500 Est. Cost $60.56 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $460 Shares 5,103 Est. Cost $86.37 Unrealized +4.4%
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $433 Shares 10,210 Est. Cost $56.84 Unrealized -9.8%
NFLX NETFLIX INC 0.2%
Value ($000) $383 Shares 1,020 Est. Cost $21.37 Unrealized +65.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $382 Shares 329 Est. Cost $35.06 Unrealized +91.8%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $378 Shares 2,550 Est. Cost $121.57 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $359 Shares 17,261 Est. Cost $24.68 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $334 Shares 1,383 Est. Cost $95.89 Unrealized +200.2%
NVDA NVIDIA CORP 0.1%
Value ($000) $319 Shares 1,209 Est. Cost $4.79 Unrealized +31.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $315 Shares 3,677 Est. Cost $61.25 Unrealized +75.7%
CTVA CORTEVA INC 0.1%
Value ($000) $305 Shares 12,984 Est. Cost $25.02 Unrealized +2.2%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $298 Shares 6,000 Est. Cost $68.36 Unrealized -27.4%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $280 Shares 3,500 Est. Cost $44.79 Unrealized +70.9%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $273 Shares 2,733 Est. Cost $68.91 Unrealized +72.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $263 Shares 19,515 Est. Cost $32.08 Unrealized -21.2%
FENC FENNEC PHARMACEUTICALS INC 0.1%
Value ($000) $250 Shares 42,148 Est. Cost $6.33 Unrealized +3.0%
IWF ISHARES TR 0.1%
Value ($000) $247 Shares 1,641 Est. Cost $124.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $247 Shares 1,350 Est. Cost $199.66 Unrealized +6.5%
FDX FEDEX CORP 0.1%
Value ($000) $243 Shares 2,000 Est. Cost $144.66 Unrealized -12.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $242 Shares 1,272 Est. Cost $172.28 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $237 Shares 1,000 Est. Cost $243.22 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $227 Shares 3,428 Est. Cost $46.10 Unrealized +33.5%
HSY HERSHEY CO 0.1%
Value ($000) $220 Shares 1,658 Est. Cost $65.69 Unrealized +95.6%
GIS GENERAL MLS INC 0.1%
Value ($000) $211 Shares 4,000 Est. Cost $33.20 Unrealized +30.4%
VRP INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $207 Shares 9,629 Est. Cost $24.83 Unrealized
NKE NIKE INC 0.1%
Value ($000) $204 Shares 2,470 Est. Cost $49.50 Unrealized +73.5%
RSPM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $199 Shares 2,420 Est. Cost $108.17 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $193 Shares 6,265 Est. Cost $40.89 Unrealized -12.0%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $187 Shares 35,435 Est. Cost $42.45 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $181 Shares 4,300 Est. Cost $50.79 Unrealized +6.7%
REGL PROSHARES TR 0.1%
Value ($000) $180 Shares 4,000 Est. Cost $60.25 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $172 Shares 1,940 Est. Cost $79.01 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $170 Shares 21,437 Est. Cost $23.36 Unrealized
APACHE CORP 0.1%
Value ($000) $158 Shares 37,819 Est. Cost $26.28 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $153 Shares 3,025 Est. Cost $83.32 Unrealized -4.6%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $137 Shares 1,662 Est. Cost $93.73 Unrealized 0.0%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $135 Shares 29,264 Est. Cost $13.21 Unrealized
TBT PROSHARES TR 0.1%
Value ($000) $133 Shares 8,300 Est. Cost $35.54 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $131 Shares 2,740 Est. Cost $40.00 Unrealized +33.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $126 Shares 1,840 Est. Cost $49.47 Unrealized +68.9%
PEOPLES UTD FINL INC 0.0%
Value ($000) $124 Shares 11,223 Est. Cost $15.22 Unrealized
BP BP PLC 0.0%
Value ($000) $120 Shares 4,928 Est. Cost $32.66 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $117 Shares 2,000 Est. Cost $62.74 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $112 Shares 2,500 Est. Cost $31.76 Unrealized +39.0%
NI NISOURCE INC 0.0%
Value ($000) $105 Shares 4,225 Est. Cost $7.81 Unrealized +190.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $101 Shares 1,020 Est. Cost $92.29 Unrealized +18.8%
UGI UGI CORP NEW 0.0%
Value ($000) $100 Shares 3,755 Est. Cost $35.48 Unrealized +6.8%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $93 Shares 2,653 Est. Cost $38.89 Unrealized +17.5%
RYN RAYONIER INC 0.0%
Value ($000) $92 Shares 3,900 Est. Cost $25.25 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $90 Shares 2,300 Est. Cost $40.50 Unrealized -9.5%
PCAR PACCAR INC 0.0%
Value ($000) $83 Shares 1,350 Est. Cost $22.44 Unrealized +70.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $83 Shares 1,940 Est. Cost $30.09 Unrealized +48.2%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $82 Shares 3,140 Est. Cost $26.11 Unrealized
UNILEVER N V 0.0%
Value ($000) $80 Shares 1,634 Est. Cost $41.77 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $76 Shares 718 Est. Cost $110.03 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $75 Shares 275 Est. Cost $188.10 Unrealized +48.7%
IWM ISHARES TR 0.0%
Value ($000) $73 Shares 637 Est. Cost $162.90 Unrealized
IMV INC 0.0%
Value ($000) $70 Shares 40,315 Est. Cost $4.55 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $68 Shares 262 Est. Cost $295.15 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $47.67 Unrealized +50.9%
DGRO ISHARES TR 0.0%
Value ($000) $68 Shares 2,078 Est. Cost $34.17 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $68 Shares 1,898 Est. Cost $33.05 Unrealized +19.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $63 Shares 657 Est. Cost $42.88 Unrealized +156.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $63 Shares 150 Est. Cost $45.08 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $61 Shares 1,800 Est. Cost $28.98 Unrealized +33.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $60 Shares 177 Est. Cost $238.67 Unrealized +40.3%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $59 Shares 1,971 Est. Cost $29.93 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $58 Shares 1,650 Est. Cost $69.30 Unrealized
ABEONA THERAPEUTICS INC 0.0%
Value ($000) $56 Shares 26,691 Est. Cost $6.60 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $55 Shares 1,037 Est. Cost $43.74 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $55 Shares 1,754 Est. Cost $25.35 Unrealized
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $54 Shares 3,665 Est. Cost $21.84 Unrealized -4.1%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $54 Shares 675 Est. Cost $53.33 Unrealized
ENVESTNET INC 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $49.00 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $52 Shares 1,181 Est. Cost $26.59 Unrealized
UNILEVER PLC 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $46.06 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $50 Shares 300 Est. Cost $160.00 Unrealized
TC PIPELINES LP 0.0%
Value ($000) $49 Shares 1,801 Est. Cost $25.93 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $47 Shares 3,020 Est. Cost $22.66 Unrealized -13.6%
WELL WELLTOWER INC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $54.00 Unrealized +14.5%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $45 Shares 5,000 Est. Cost $8.76 Unrealized +25.2%
MDU MDU RES GROUP INC 0.0%
Value ($000) $44 Shares 2,025 Est. Cost $7.92 Unrealized +11.6%
ROKU ROKU INC 0.0%
Value ($000) $43 Shares 491 Est. Cost $87.10 Unrealized +32.2%
SDOG ALPS ETF TR 0.0%
Value ($000) $43 Shares 1,377 Est. Cost $44.30 Unrealized
XT ISHARES TR 0.0%
Value ($000) $42 Shares 1,168 Est. Cost $35.96 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $41 Shares 3,046 Est. Cost $13.13 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $41 Shares 1,400 Est. Cost $20.83 Unrealized +13.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $40 Shares 500 Est. Cost $47.52 Unrealized +76.7%
TIFFANY & CO NEW 0.0%
Value ($000) $39 Shares 300 Est. Cost $84.93 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $37 Shares 520 Est. Cost $82.69 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $37 Shares 660 Est. Cost $69.50 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $37 Shares 750 Est. Cost $42.37 Unrealized +22.4%
IR INGERSOLL RAND INC 0.0%
Value ($000) $36 Shares 1,465 Est. Cost $31.60 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $36 Shares 115 Est. Cost $282.75 Unrealized +7.3%
NGVT INGEVITY CORP 0.0%
Value ($000) $34 Shares 976 Est. Cost $30.20 Unrealized +93.4%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $33 Shares 600 Est. Cost $52.75 Unrealized +8.3%
HIGHLAND FDS I 0.0%
Value ($000) $31 Shares 1,988 Est. Cost $17.96 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $30 Shares 205 Est. Cost $88.23 Unrealized +92.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $30 Shares 800 Est. Cost $41.73 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $30 Shares 200 Est. Cost $59.54 Unrealized +139.0%
ELV ANTHEM INC 0.0%
Value ($000) $30 Shares 130 Est. Cost $169.68 Unrealized +48.2%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $29 Shares 2,075 Est. Cost $13.49 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $29 Shares 160 Est. Cost $58.13 Unrealized +286.6%
BARNES GROUP INC 0.0%
Value ($000) $29 Shares 700 Est. Cost $35.29 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $29 Shares 1,247 Est. Cost $35.41 Unrealized -14.1%
FSP FRANKLIN STR PPTYS CORP 0.0%
Value ($000) $29 Shares 5,000 Est. Cost $7.90 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $28 Shares 107 Est. Cost $271.03 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $28 Shares 1,294 Est. Cost $32.50 Unrealized +26.7%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $28 Shares 450 Est. Cost $66.85 Unrealized +4.6%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $27 Shares 466 Est. Cost $29.75 Unrealized +151.4%
VNRX VOLITIONRX LTD 0.0%
Value ($000) $26 Shares 8,300 Est. Cost $2.26 Unrealized +84.7%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $25 Shares 1,846 Est. Cost $34.89 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $25 Shares 740 Est. Cost $36.89 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $24 Shares 50 Est. Cost $616.66 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $24 Shares 125 Est. Cost $178.39 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $23 Shares 300 Est. Cost $33.64 Unrealized +110.1%
CC CHEMOURS CO 0.0%
Value ($000) $23 Shares 2,560 Est. Cost $36.67 Unrealized -68.9%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 160 Est. Cost $139.81 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $21 Shares 1,755 Est. Cost $12.54 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $21 Shares 645 Est. Cost $93.84 Unrealized -5.2%
BIOSIG TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 5,124 Est. Cost $5.61 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $20 Shares 3,000 Est. Cost $15.55 Unrealized -37.1%
TSLA TESLA INC 0.0%
Value ($000) $20 Shares 39 Est. Cost $41.46 Unrealized 0.0%
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $20 Shares 5,000 Est. Cost $7.08 Unrealized -12.5%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $205.44 Unrealized +25.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $76.04 Unrealized +42.5%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $18 Shares 445 Est. Cost $51.15 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $18 Shares 210 Est. Cost $92.29 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $17 Shares 99 Est. Cost $96.11 Unrealized +44.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $17 Shares 184 Est. Cost $49.75 Unrealized +89.4%
NESRW NATIONAL ENERGY SERVICES REU 0.0%
Value ($000) $16 Shares 48,010 Est. Cost $1.21 Unrealized
EROS INTL PLC 0.0%
Value ($000) $16 Shares 9,500 Est. Cost $1.81 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $16 Shares 744 Est. Cost $28.55 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $16 Shares 732 Est. Cost $30.05 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $15 Shares 880 Est. Cost $19.84 Unrealized -39.5%
WPX ENERGY INC 0.0%
Value ($000) $15 Shares 4,800 Est. Cost $11.98 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $15 Shares 642 Est. Cost $34.27 Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.67 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $14 Shares 682 Est. Cost $22.94 Unrealized +3.2%
MDB MONGODB INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $147.67 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $14 Shares 470 Est. Cost $24.06 Unrealized +31.0%
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $13 Shares 5,073 Est. Cost $28.01 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 200 Est. Cost $103.07 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $13 Shares 884 Est. Cost $34.64 Unrealized -30.5%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $12 Shares 200 Est. Cost $46.52 Unrealized
HPQ HP INC 0.0%
Value ($000) $11 Shares 650 Est. Cost $16.24 Unrealized +1.6%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $11 Shares 325 Est. Cost $41.29 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $44.73 Unrealized -10.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $10 Shares 140 Est. Cost $75.98 Unrealized -27.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $10 Shares 15 Est. Cost $15.81 Unrealized 0.0%
SPTL SPDR SER TR 0.0%
Value ($000) $10 Shares 210 Est. Cost $47.62 Unrealized
VMWARE INC 0.0%
Value ($000) $10 Shares 80 Est. Cost $125.00 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $10 Shares 215 Est. Cost $39.22 Unrealized +15.4%
UYG PROSHARES TR 0.0%
Value ($000) $10 Shares 420 Est. Cost $50.79 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $10 Shares 51 Est. Cost $156.86 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $10 Shares 68 Est. Cost $127.20 Unrealized +28.5%
ALTUS MIDSTREAM CO 0.0%
Value ($000) $9 Shares 12,000 Est. Cost $2.85 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $9 Shares 56 Est. Cost $34.91 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $9 Shares 124 Est. Cost $52.60 Unrealized +30.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $8 Shares 53 Est. Cost $150.94 Unrealized
COVIA HLDGS CORP 0.0%
Value ($000) $8 Shares 13,500 Est. Cost $2.02 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $8 Shares 110 Est. Cost $100.00 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.36 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $7 Shares 59 Est. Cost $135.59 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $35.10 Unrealized +119.8%
IAC INTERACTIVECORP 0.0%
Value ($000) $7 Shares 40 Est. Cost $90.12 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $7 Shares 166 Est. Cost $41.00 Unrealized +14.9%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.99 Unrealized 0.0%
VISTAGEN THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 16,000 Est. Cost $1.22 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $7 Shares 500 Est. Cost $24.00 Unrealized
CVR PARTNERS LP 0.0%
Value ($000) $7 Shares 6,442 Est. Cost $2.93 Unrealized
TNA DIREXION SHS ETF TR 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.09 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $6 Shares 1,124 Est. Cost $13.13 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $66.12 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $20.18 Unrealized +93.8%
VFC V F CORP 0.0%
Value ($000) $6 Shares 104 Est. Cost $74.00 Unrealized +5.3%
SPAB SPDR SER TR 0.0%
Value ($000) $6 Shares 201 Est. Cost $28.28 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 132 Est. Cost $48.48 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $130.79 Unrealized 0.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $76.74 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $183.15 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $5 Shares 111 Est. Cost $43.03 Unrealized -7.9%
F FORD MTR CO DEL 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $8.07 Unrealized -29.9%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $149.07 Unrealized -11.9%
PFF ISHARES TR 0.0%
Value ($000) $5 Shares 173 Est. Cost $39.61 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $215.22 Unrealized 0.0%
UA UNDER ARMOUR INC 0.0%
Value ($000) $4 Shares 517 Est. Cost $14.34 Unrealized 0.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $4 Shares 415 Est. Cost $16.07 Unrealized 0.0%
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $4 Shares 450 Est. Cost $11.86 Unrealized -0.2%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.22 Unrealized 0.0%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $4 Shares 804 Est. Cost $20.03 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $4 Shares 28 Est. Cost $209.51 Unrealized -32.8%
FORTRESS BIOTECH INC 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.50 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $34.18 Unrealized +177.9%
EQT EQT CORPORATION 0.0%
Value ($000) $3 Shares 406 Est. Cost $37.67 Unrealized -82.5%
LYFT LYFT INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $43.84 Unrealized -9.4%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $3 Shares 65 Est. Cost $64.24 Unrealized -3.8%
RACE FERRARI N V 0.0%
Value ($000) $3 Shares 20 Est. Cost $161.23 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $3 Shares 1,018 Est. Cost $26.93 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $3 Shares 180 Est. Cost $22.96 Unrealized -15.2%
IBB ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $166.67 Unrealized
ACTINIUM PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 18,000 Est. Cost $0.86 Unrealized
ZOSANO PHARMA CORP 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $3.92 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 240 Est. Cost $40.59 Unrealized -13.0%
GCP APPLIED TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.14 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $3 Shares 663 Est. Cost $17.10 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.00 Unrealized 0.0%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $1.40 Unrealized -46.7%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $3 Shares 41 Est. Cost $51.57 Unrealized +51.1%
TWITTER INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 195 Est. Cost $12.63 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $37.40 Unrealized -0.2%
SSYS STRATASYS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.75 Unrealized -7.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $53.16 Unrealized +33.2%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $2 Shares 8,000 Est. Cost $2.31 Unrealized -61.8%
SOLIGENIX INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.00 Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 525 Est. Cost $3.99 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $12.31 Unrealized -68.3%
ETSY ETSY INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.85 Unrealized 0.0%
MATINAS BIOPHARMA HLDGS INC 0.0%
Value ($000) $2 Shares 2,500 Est. Cost $0.40 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2 Shares 55 Est. Cost $48.02 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $40.03 Unrealized +30.0%
EES WISDOMTREE TR 0.0%
Value ($000) $2 Shares 69 Est. Cost $43.48 Unrealized
PIEDMONT LITHIUM LTD 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $1 Shares 20 Est. Cost $79.03 Unrealized 0.0%
AMTX AEMETIS INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $1.39 Unrealized -46.1%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $97.87 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $56.85 Unrealized -47.1%
MOTUS GI HLDGS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
BZUN BAOZUN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $180.64 Unrealized -5.2%
FNKO FUNKO INC 0.0%
Value ($000) $1 Shares 127 Est. Cost $19.45 Unrealized -47.6%
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $86.40 Unrealized +6.6%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized