Hartford Financial Management Inc. Diversified Active

CIK: 0001352526 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 3, 2021

Total Value ($000): $377,406 (100.0% shares, 0.0% debt)

Holdings (351)

TOTL SSGA ACTIVE ETF TR 3.8%
Value ($000) $14,525 Shares 294,753 Est. Cost $48.60 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $12,177 Shares 54,750 Est. Cost $75.65 Unrealized +172.3%
ARKQ ARK ETF TR 3.0%
Value ($000) $11,156 Shares 146,226 Est. Cost $20.20 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $9,305 Shares 70,124 Est. Cost $88.98 Unrealized +31.5%
CSX CSX CORP 2.4%
Value ($000) $8,975 Shares 98,896 Est. Cost $11.09 Unrealized +141.9%
DIS DISNEY WALT CO 2.2%
Value ($000) $8,288 Shares 45,744 Est. Cost $75.78 Unrealized +85.0%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $7,968 Shares 62,704 Est. Cost $53.64 Unrealized +83.0%
MUB ISHARES TR 2.1%
Value ($000) $7,857 Shares 67,038 Est. Cost $113.58 Unrealized
JPSE J P MORGAN EXCHANGE-TRADED F 1.7%
Value ($000) $6,439 Shares 178,763 Est. Cost $22.96 Unrealized
HON HONEYWELL INTL INC 1.7%
Value ($000) $6,352 Shares 29,866 Est. Cost $78.30 Unrealized +109.1%
FBT FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $6,273 Shares 37,339 Est. Cost $114.03 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 1.6%
Value ($000) $6,139 Shares 40,000 Est. Cost $71.59 Unrealized +94.7%
HD HOME DEPOT INC 1.6%
Value ($000) $6,051 Shares 22,780 Est. Cost $102.51 Unrealized +136.5%
ABT ABBOTT LABS 1.6%
Value ($000) $5,969 Shares 54,512 Est. Cost $41.33 Unrealized +140.2%
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $5,925 Shares 15,724 Est. Cost $115.45 Unrealized +200.9%
PULS PGIM ETF TR 1.5%
Value ($000) $5,627 Shares 112,893 Est. Cost $49.82 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $5,616 Shares 112,727 Est. Cost $26.73 Unrealized +64.7%
PGX INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $5,443 Shares 356,667 Est. Cost $14.18 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $5,138 Shares 32,644 Est. Cost $82.18 Unrealized +55.2%
PEP PEPSICO INC 1.3%
Value ($000) $4,903 Shares 33,058 Est. Cost $74.60 Unrealized +62.5%
CAT CATERPILLAR INC 1.2%
Value ($000) $4,666 Shares 25,634 Est. Cost $94.23 Unrealized +63.4%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $4,570 Shares 32,844 Est. Cost $63.91 Unrealized +92.7%
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $4,494 Shares 22,040 Est. Cost $122.49 Unrealized +47.8%
VGT VANGUARD WORLD FDS 1.2%
Value ($000) $4,342 Shares 12,273 Est. Cost $157.14 Unrealized
WM WASTE MGMT INC DEL 1.1%
Value ($000) $4,300 Shares 36,465 Est. Cost $62.58 Unrealized +71.7%
AMAT APPLIED MATLS INC 1.1%
Value ($000) $4,262 Shares 49,390 Est. Cost $26.70 Unrealized +164.7%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $4,192 Shares 16,050 Est. Cost $139.31 Unrealized +60.1%
DHR DANAHER CORPORATION 1.1%
Value ($000) $4,096 Shares 18,440 Est. Cost $25.25 Unrealized +676.1%
JPST J P MORGAN EXCHANGE-TRADED F 1.1%
Value ($000) $4,089 Shares 80,514 Est. Cost $50.52 Unrealized
V VISA INC 1.1%
Value ($000) $4,056 Shares 18,543 Est. Cost $134.23 Unrealized +46.9%
NSC NORFOLK SOUTHN CORP 1.0%
Value ($000) $3,944 Shares 16,600 Est. Cost $120.39 Unrealized +70.1%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $3,703 Shares 48,000 Est. Cost $57.58 Unrealized +14.0%
KEY KEYCORP 1.0%
Value ($000) $3,694 Shares 225,098 Est. Cost $7.71 Unrealized +47.6%
KMB KIMBERLY-CLARK CORP 1.0%
Value ($000) $3,679 Shares 27,283 Est. Cost $67.83 Unrealized +71.0%
MRK MERCK & CO. INC 0.9%
Value ($000) $3,426 Shares 41,883 Est. Cost $43.99 Unrealized +47.4%
DE DEERE & CO 0.9%
Value ($000) $3,280 Shares 12,190 Est. Cost $125.70 Unrealized +84.7%
UNP UNION PAC CORP 0.9%
Value ($000) $3,244 Shares 15,581 Est. Cost $86.01 Unrealized +107.0%
D DOMINION ENERGY INC 0.9%
Value ($000) $3,218 Shares 42,786 Est. Cost $47.40 Unrealized +33.8%
AMZN AMAZON COM INC 0.8%
Value ($000) $3,185 Shares 978 Est. Cost $90.29 Unrealized +76.7%
TGT TARGET CORP 0.8%
Value ($000) $3,175 Shares 17,987 Est. Cost $54.63 Unrealized +165.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $3,148 Shares 44,020 Est. Cost $54.58 Unrealized +7.0%
GOOG ALPHABET INC 0.8%
Value ($000) $3,125 Shares 1,784 Est. Cost $54.71 Unrealized +53.0%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $3,068 Shares 49,456 Est. Cost $29.58 Unrealized +69.2%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $3,000 Shares 51,313 Est. Cost $25.83 Unrealized +94.1%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $2,970 Shares 18,096 Est. Cost $48.59 Unrealized +177.0%
PH PARKER-HANNIFIN CORP 0.7%
Value ($000) $2,730 Shares 10,020 Est. Cost $151.83 Unrealized +52.4%
NJR NEW JERSEY RES CORP 0.7%
Value ($000) $2,720 Shares 76,500 Est. Cost $32.36 Unrealized -16.8%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,707 Shares 32,051 Est. Cost $77.61 Unrealized -16.2%
META FACEBOOK INC 0.7%
Value ($000) $2,664 Shares 9,751 Est. Cost $168.55 Unrealized +61.5%
WESTROCK CO 0.7%
Value ($000) $2,521 Shares 57,915 Est. Cost $39.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,518 Shares 10,858 Est. Cost $186.64 Unrealized +18.0%
LLY LILLY ELI & CO 0.7%
Value ($000) $2,516 Shares 14,901 Est. Cost $73.36 Unrealized +92.7%
ORCL ORACLE CORP 0.7%
Value ($000) $2,495 Shares 38,568 Est. Cost $43.96 Unrealized +26.3%
MKC MCCORMICK & CO INC 0.7%
Value ($000) $2,486 Shares 26,000 Est. Cost $65.12 Unrealized +30.2%
CVS CVS HEALTH CORP 0.7%
Value ($000) $2,480 Shares 36,304 Est. Cost $44.45 Unrealized +24.2%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $2,446 Shares 46,673 Est. Cost $30.76 Unrealized +35.4%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,428 Shares 58,897 Est. Cost $49.89 Unrealized -39.2%
RSPT INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,409 Shares 9,501 Est. Cost $158.44 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $2,403 Shares 20,000 Est. Cost $67.05 Unrealized +54.9%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,380 Shares 40,509 Est. Cost $31.09 Unrealized +41.4%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $2,340 Shares 13,282 Est. Cost $69.13 Unrealized +113.3%
LOW LOWES COS INC 0.6%
Value ($000) $2,316 Shares 14,427 Est. Cost $57.58 Unrealized +157.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $2,242 Shares 4,483 Est. Cost $267.16 Unrealized +80.8%
RSPH INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,223 Shares 8,497 Est. Cost $182.72 Unrealized
MMM 3M CO 0.6%
Value ($000) $2,209 Shares 12,640 Est. Cost $128.36 Unrealized -8.4%
GPC GENUINE PARTS CO 0.6%
Value ($000) $2,205 Shares 21,952 Est. Cost $58.74 Unrealized +44.4%
ABBV ABBVIE INC 0.6%
Value ($000) $2,143 Shares 20,000 Est. Cost $70.28 Unrealized +12.3%
WY WEYERHAEUSER CO MTN BE 0.5%
Value ($000) $2,033 Shares 60,625 Est. Cost $19.24 Unrealized +27.3%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $2,003 Shares 28,174 Est. Cost $27.11 Unrealized -12.5%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,978 Shares 5,641 Est. Cost $136.35 Unrealized +126.0%
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,923 Shares 46,904 Est. Cost $28.08 Unrealized -4.9%
PFE PFIZER INC 0.5%
Value ($000) $1,884 Shares 51,177 Est. Cost $23.87 Unrealized +20.0%
WMT WALMART INC 0.5%
Value ($000) $1,869 Shares 12,966 Est. Cost $29.65 Unrealized +52.6%
WBS WEBSTER FINL CORP CONN 0.5%
Value ($000) $1,858 Shares 44,080 Est. Cost $37.80 Unrealized -4.5%
BA BOEING CO 0.5%
Value ($000) $1,829 Shares 8,546 Est. Cost $143.39 Unrealized +34.1%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $1,794 Shares 7,170 Est. Cost $195.83 Unrealized +9.6%
BAC BK OF AMERICA CORP 0.5%
Value ($000) $1,765 Shares 58,229 Est. Cost $20.90 Unrealized +13.2%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,759 Shares 21,241 Est. Cost $56.60 Unrealized +6.6%
PLD PROLOGIS INC. 0.5%
Value ($000) $1,727 Shares 17,324 Est. Cost $74.62 Unrealized +17.2%
USB US BANCORP DEL 0.4%
Value ($000) $1,622 Shares 34,823 Est. Cost $35.56 Unrealized -4.8%
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $1,616 Shares 23,916 Est. Cost $47.79 Unrealized +25.7%
ENB ENBRIDGE INC 0.4%
Value ($000) $1,557 Shares 48,664 Est. Cost $23.75 Unrealized -8.6%
CMI CUMMINS INC 0.4%
Value ($000) $1,550 Shares 6,823 Est. Cost $133.45 Unrealized +48.6%
SO SOUTHERN CO 0.4%
Value ($000) $1,547 Shares 25,183 Est. Cost $44.43 Unrealized +11.4%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,415 Shares 17,600 Est. Cost $58.36 Unrealized +14.5%
PCH POTLATCHDELTIC CORPORATION 0.4%
Value ($000) $1,393 Shares 27,850 Est. Cost $37.82 Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $1,366 Shares 5,000 Est. Cost $135.09 Unrealized +83.3%
SYY SYSCO CORP 0.4%
Value ($000) $1,337 Shares 18,000 Est. Cost $52.26 Unrealized +14.8%
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $1,332 Shares 26,783 Est. Cost $26.83 Unrealized +33.6%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,318 Shares 10,469 Est. Cost $103.48 Unrealized -9.7%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,278 Shares 13,954 Est. Cost $69.87 Unrealized +8.3%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,257 Shares 13,487 Est. Cost $28.11 Unrealized +173.7%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,182 Shares 7,016 Est. Cost $83.63 Unrealized +63.7%
BAX BAXTER INTL INC 0.3%
Value ($000) $1,179 Shares 14,695 Est. Cost $45.23 Unrealized +57.0%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,134 Shares 4,300 Est. Cost $167.72 Unrealized +17.5%
GLW CORNING INC 0.3%
Value ($000) $1,081 Shares 30,028 Est. Cost $10.68 Unrealized +189.0%
NFG NATIONAL FUEL GAS CO N J 0.3%
Value ($000) $1,066 Shares 25,919 Est. Cost $56.34 Unrealized -26.1%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,027 Shares 8,053 Est. Cost $101.12 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,020 Shares 4,753 Est. Cost $120.27 Unrealized +60.7%
WMB WILLIAMS COS INC 0.3%
Value ($000) $1,001 Shares 49,933 Est. Cost $17.33 Unrealized -9.8%
FTV FORTIVE CORP 0.3%
Value ($000) $999 Shares 14,103 Est. Cost $33.16 Unrealized +51.7%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $993 Shares 26,328 Est. Cost $17.13 Unrealized +97.4%
DOW DOW INC 0.3%
Value ($000) $984 Shares 17,734 Est. Cost $36.37 Unrealized +7.3%
CI CIGNA CORP NEW 0.3%
Value ($000) $961 Shares 4,618 Est. Cost $190.77 Unrealized -5.9%
DEO DIAGEO PLC 0.3%
Value ($000) $953 Shares 6,000 Est. Cost $143.38 Unrealized
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $917 Shares 19,684 Est. Cost $29.58 Unrealized +35.8%
PSX PHILLIPS 66 0.2%
Value ($000) $829 Shares 11,858 Est. Cost $53.90 Unrealized -11.0%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $767 Shares 39,158 Est. Cost $45.85 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $741 Shares 14,510 Est. Cost $51.00 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $652 Shares 1,249 Est. Cost $5.06 Unrealized +163.7%
CI CIGNA CORP NEW 0.2%
Value ($000) $625 Shares 3,000 Est. Cost $190.77 Unrealized -5.9%
KO COCA COLA CO 0.2%
Value ($000) $599 Shares 10,920 Est. Cost $29.21 Unrealized +51.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $591 Shares 5,041 Est. Cost $86.37 Unrealized +10.1%
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $575 Shares 10,198 Est. Cost $56.84 Unrealized -10.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $568 Shares 324 Est. Cost $35.06 Unrealized +138.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $565 Shares 14,119 Est. Cost $46.73 Unrealized -34.3%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $550 Shares 6,000 Est. Cost $68.36 Unrealized -15.9%
TOTAL SE 0.1%
Value ($000) $524 Shares 12,500 Est. Cost $60.56 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $519 Shares 2,000 Est. Cost $144.66 Unrealized +73.6%
T AT&T INC 0.1%
Value ($000) $509 Shares 17,691 Est. Cost $11.87 Unrealized +29.6%
CTVA CORTEVA INC 0.1%
Value ($000) $502 Shares 12,969 Est. Cost $25.02 Unrealized +34.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $463 Shares 2,597 Est. Cost $122.60 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $426 Shares 2,383 Est. Cost $68.91 Unrealized +117.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $417 Shares 3,446 Est. Cost $61.25 Unrealized +69.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $414 Shares 1,161 Est. Cost $95.89 Unrealized +237.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $409 Shares 1,305 Est. Cost $175.03 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $406 Shares 1,685 Est. Cost $127.65 Unrealized
FLRN SPDR SER TR 0.1%
Value ($000) $401 Shares 13,099 Est. Cost $30.73 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $378 Shares 9,146 Est. Cost $31.66 Unrealized -1.2%
NFLX NETFLIX INC 0.1%
Value ($000) $360 Shares 666 Est. Cost $21.37 Unrealized +137.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $344 Shares 1,000 Est. Cost $243.22 Unrealized
NKE NIKE INC 0.1%
Value ($000) $343 Shares 2,425 Est. Cost $49.50 Unrealized +148.9%
RSPM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $338 Shares 2,422 Est. Cost $108.17 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $299 Shares 4,844 Est. Cost $49.88 Unrealized -15.1%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $297 Shares 3,000 Est. Cost $83.32 Unrealized -6.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $291 Shares 9,645 Est. Cost $31.94 Unrealized -27.9%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $291 Shares 3,500 Est. Cost $44.79 Unrealized +60.8%
FENC FENNEC PHARMACEUTICALS INC 0.1%
Value ($000) $289 Shares 38,848 Est. Cost $6.49 Unrealized +17.3%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $289 Shares 35,035 Est. Cost $42.45 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $276 Shares 3,228 Est. Cost $46.10 Unrealized +59.2%
TFC TRUIST FINL CORP 0.1%
Value ($000) $266 Shares 5,549 Est. Cost $40.89 Unrealized -12.8%
HSY HERSHEY CO 0.1%
Value ($000) $253 Shares 1,664 Est. Cost $65.69 Unrealized +99.4%
REGL PROSHARES TR 0.1%
Value ($000) $252 Shares 4,000 Est. Cost $60.25 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $241 Shares 1,662 Est. Cost $93.73 Unrealized +37.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $235 Shares 4,000 Est. Cost $33.20 Unrealized +53.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $200 Shares 1,840 Est. Cost $49.47 Unrealized +87.5%
GENERAL ELECTRIC CO 0.0%
Value ($000) $185 Shares 17,153 Est. Cost $23.36 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $179 Shares 28,946 Est. Cost $13.21 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $174 Shares 1,188 Est. Cost $49.95 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $173 Shares 1,854 Est. Cost $27.42 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $165 Shares 1,081 Est. Cost $49.40 Unrealized +152.5%
UNILEVER PLC 0.0%
Value ($000) $156 Shares 2,584 Est. Cost $54.83 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $153 Shares 1,230 Est. Cost $29.54 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $146 Shares 2,500 Est. Cost $31.76 Unrealized +54.0%
IMV INC 0.0%
Value ($000) $140 Shares 45,315 Est. Cost $4.33 Unrealized
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $138 Shares 10,665 Est. Cost $15.03 Unrealized
TBT PROSHARES TR 0.0%
Value ($000) $136 Shares 8,300 Est. Cost $35.54 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $132 Shares 1,940 Est. Cost $40.00 Unrealized +41.2%
UGI UGI CORP NEW 0.0%
Value ($000) $131 Shares 3,755 Est. Cost $35.48 Unrealized -1.4%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $130 Shares 2,653 Est. Cost $38.89 Unrealized -0.4%
IWM ISHARES TR 0.0%
Value ($000) $126 Shares 642 Est. Cost $162.90 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $119 Shares 6,348 Est. Cost $13.33 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $118 Shares 2,000 Est. Cost $62.74 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $116 Shares 718 Est. Cost $110.03 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $112 Shares 2,500 Est. Cost $40.08 Unrealized -12.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $111 Shares 1,940 Est. Cost $30.09 Unrealized +86.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $109 Shares 960 Est. Cost $79.01 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $102 Shares 275 Est. Cost $188.10 Unrealized +69.5%
TSLA TESLA INC 0.0%
Value ($000) $102 Shares 145 Est. Cost $97.46 Unrealized +75.1%
BP BP PLC 0.0%
Value ($000) $99 Shares 4,802 Est. Cost $32.66 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $98 Shares 262 Est. Cost $295.15 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $97 Shares 4,225 Est. Cost $7.81 Unrealized +152.1%
LVHD LEGG MASON ETF INVT TR 0.0%
Value ($000) $97 Shares 3,000 Est. Cost $32.33 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $95 Shares 412 Est. Cost $183.60 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $95 Shares 1,101 Est. Cost $22.44 Unrealized +115.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $95 Shares 1,800 Est. Cost $28.98 Unrealized +46.1%
DGRO ISHARES TR 0.0%
Value ($000) $93 Shares 2,078 Est. Cost $34.17 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $83 Shares 1,971 Est. Cost $29.93 Unrealized
ENVESTNET INC 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $49.00 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $81 Shares 5,000 Est. Cost $8.76 Unrealized +34.2%
NUE NUCOR CORP 0.0%
Value ($000) $80 Shares 1,500 Est. Cost $33.05 Unrealized +43.5%
ARKF ARK ETF TR 0.0%
Value ($000) $79 Shares 1,581 Est. Cost $46.94 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $78 Shares 236 Est. Cost $109.38 Unrealized +139.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $77 Shares 2,600 Est. Cost $24.68 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $73 Shares 963 Est. Cost $30.20 Unrealized +115.6%
IR INGERSOLL RAND INC 0.0%
Value ($000) $67 Shares 1,465 Est. Cost $31.60 Unrealized +30.3%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $67 Shares 300 Est. Cost $160.00 Unrealized
XT ISHARES TR 0.0%
Value ($000) $67 Shares 1,168 Est. Cost $35.96 Unrealized
NESRW NATIONAL ENERGY SERVICES REU 0.0%
Value ($000) $64 Shares 48,010 Est. Cost $1.21 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $63 Shares 177 Est. Cost $238.67 Unrealized +33.6%
CC CHEMOURS CO 0.0%
Value ($000) $63 Shares 2,560 Est. Cost $36.67 Unrealized -46.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $63 Shares 2,866 Est. Cost $32.08 Unrealized -47.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $61 Shares 160 Est. Cost $58.13 Unrealized +478.9%
SDOG ALPS ETF TR 0.0%
Value ($000) $61 Shares 1,377 Est. Cost $44.30 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $59 Shares 2,005 Est. Cost $25.25 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $58 Shares 500 Est. Cost $47.52 Unrealized +104.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $58 Shares 247 Est. Cost $82.68 Unrealized +150.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $57 Shares 255 Est. Cost $118.04 Unrealized +103.5%
APACHE CORP 0.0%
Value ($000) $57 Shares 4,007 Est. Cost $26.28 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $55 Shares 2,520 Est. Cost $22.66 Unrealized -14.3%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $55 Shares 2,135 Est. Cost $24.83 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $54 Shares 725 Est. Cost $91.05 Unrealized -24.8%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $53 Shares 350 Est. Cost $73.57 Unrealized +65.6%
TC PIPELINES LP 0.0%
Value ($000) $53 Shares 1,801 Est. Cost $25.93 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $52 Shares 225 Est. Cost $201.82 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $52 Shares 610 Est. Cost $36.62 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $51 Shares 1,400 Est. Cost $20.83 Unrealized +38.6%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $48 Shares 520 Est. Cost $82.69 Unrealized
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $47 Shares 2,743 Est. Cost $21.62 Unrealized -40.4%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $46 Shares 3,046 Est. Cost $13.13 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $45 Shares 740 Est. Cost $36.89 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $45 Shares 704 Est. Cost $22.98 Unrealized +73.0%
O REALTY INCOME CORP 0.0%
Value ($000) $42 Shares 672 Est. Cost $42.37 Unrealized +7.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $42 Shares 200 Est. Cost $59.54 Unrealized +232.6%
IVV ISHARES TR 0.0%
Value ($000) $40 Shares 107 Est. Cost $271.03 Unrealized
TIFFANY & CO NEW 0.0%
Value ($000) $39 Shares 300 Est. Cost $84.93 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $39 Shares 278 Est. Cost $92.29 Unrealized +25.3%
WPX ENERGY INC 0.0%
Value ($000) $39 Shares 4,800 Est. Cost $11.98 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $37 Shares 466 Est. Cost $29.75 Unrealized +125.1%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $37 Shares 600 Est. Cost $52.75 Unrealized -9.8%
XSD SPDR SER TR 0.0%
Value ($000) $36 Shares 210 Est. Cost $92.29 Unrealized
BARNES GROUP INC 0.0%
Value ($000) $35 Shares 700 Est. Cost $35.29 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $34 Shares 894 Est. Cost $32.03 Unrealized -22.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $34 Shares 388 Est. Cost $41.85 Unrealized +74.7%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $32 Shares 2,075 Est. Cost $13.49 Unrealized
VISTAGEN THERAPEUTICS INC 0.0%
Value ($000) $31 Shares 16,000 Est. Cost $1.22 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $31 Shares 160 Est. Cost $139.81 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $30 Shares 200 Est. Cost $76.04 Unrealized +40.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $29 Shares 800 Est. Cost $41.73 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $28 Shares 115 Est. Cost $282.75 Unrealized -8.4%
KNTK ALTUS MIDSTREAM CO 0.0%
Value ($000) $28 Shares 600 Est. Cost $6.40 Unrealized +128.5%
TNA DIREXION SHS ETF TR 0.0%
Value ($000) $27 Shares 400 Est. Cost $17.50 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $26 Shares 445 Est. Cost $51.15 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $26 Shares 80 Est. Cost $169.68 Unrealized +68.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 200 Est. Cost $53.33 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $25 Shares 75 Est. Cost $205.44 Unrealized +53.2%
BIOSIG TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 6,124 Est. Cost $5.33 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $24 Shares 525 Est. Cost $47.19 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $23 Shares 1,755 Est. Cost $12.54 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $23 Shares 744 Est. Cost $28.55 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $23 Shares 732 Est. Cost $30.05 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $22 Shares 40 Est. Cost $103.99 Unrealized 0.0%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $21 Shares 450 Est. Cost $66.85 Unrealized -29.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $20 Shares 56 Est. Cost $34.91 Unrealized +33.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $20 Shares 1,192 Est. Cost $34.89 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $20 Shares 601 Est. Cost $28.17 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $20 Shares 99 Est. Cost $96.11 Unrealized +83.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $20 Shares 184 Est. Cost $49.75 Unrealized +74.2%
ABNB AIRBNB INC 0.0%
Value ($000) $20 Shares 135 Est. Cost $147.63 Unrealized 0.0%
AVANGRID INC 0.0%
Value ($000) $20 Shares 450 Est. Cost $44.44 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $20 Shares 60 Est. Cost $312.48 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $19 Shares 400 Est. Cost $44.73 Unrealized -6.5%
EWU ISHARES TR 0.0%
Value ($000) $19 Shares 642 Est. Cost $34.27 Unrealized
VNRX VOLITIONRX LTD 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $2.26 Unrealized +52.5%
COHEN & STEERS REIT & PFD &I 0.0%
Value ($000) $18 Shares 800 Est. Cost $22.50 Unrealized
UYG PROSHARES TR 0.0%
Value ($000) $18 Shares 420 Est. Cost $50.79 Unrealized
EROS STX GLOBAL CORPORATION 0.0%
Value ($000) $17 Shares 9,500 Est. Cost $1.81 Unrealized
HPQ HP INC 0.0%
Value ($000) $16 Shares 650 Est. Cost $16.01 Unrealized +9.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $15 Shares 207 Est. Cost $64.61 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $15 Shares 325 Est. Cost $41.29 Unrealized
VMWARE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $128.00 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $14 Shares 220 Est. Cost $29.69 Unrealized +102.0%
FVRR FIVERR INTL LTD 0.0%
Value ($000) $14 Shares 70 Est. Cost $180.95 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $14 Shares 220 Est. Cost $39.22 Unrealized +24.5%
COUPA SOFTWARE INC 0.0%
Value ($000) $14 Shares 40 Est. Cost $350.00 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $14 Shares 880 Est. Cost $19.84 Unrealized -31.8%
SPLUNK INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $175.00 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 270 Est. Cost $44.81 Unrealized 0.0%
IYH ISHARES TR 0.0%
Value ($000) $13 Shares 51 Est. Cost $156.86 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $13 Shares 122 Est. Cost $80.28 Unrealized +6.1%
VIACOMCBS INC 0.0%
Value ($000) $13 Shares 350 Est. Cost $37.14 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $13 Shares 86 Est. Cost $103.47 Unrealized +24.9%
GLYCOMIMETICS INC 0.0%
Value ($000) $13 Shares 3,500 Est. Cost $3.71 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $12 Shares 124 Est. Cost $52.60 Unrealized +38.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $12 Shares 175 Est. Cost $20.18 Unrealized +184.5%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $35.10 Unrealized +204.6%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $12 Shares 53 Est. Cost $150.94 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $12 Shares 130 Est. Cost $79.27 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $12 Shares 240 Est. Cost $39.49 Unrealized -7.9%
ING ING GROEP N.V. 0.0%
Value ($000) $11 Shares 1,124 Est. Cost $13.13 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $11 Shares 10 Est. Cost $104.97 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $11 Shares 110 Est. Cost $100.00 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $11 Shares 117 Est. Cost $114.98 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 195 Est. Cost $12.63 Unrealized +167.5%
ABEONA THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 6,355 Est. Cost $6.60 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $10 Shares 150 Est. Cost $46.52 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $10 Shares 58 Est. Cost $149.07 Unrealized +28.5%
UAN CVR PARTNERS LP 0.0%
Value ($000) $10 Shares 644 Est. Cost $15.53 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $9 Shares 250 Est. Cost $69.30 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 133 Est. Cost $48.48 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $1.40 Unrealized -15.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.30 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $66.12 Unrealized -38.8%
EBAY EBAY INC. 0.0%
Value ($000) $9 Shares 170 Est. Cost $24.06 Unrealized +94.1%
VFC V F CORP 0.0%
Value ($000) $9 Shares 106 Est. Cost $74.00 Unrealized +8.0%
IAC INTERACTIVECORP NEW 0.0%
Value ($000) $8 Shares 40 Est. Cost $125.00 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $159.02 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $8 Shares 35 Est. Cost $216.72 Unrealized -7.8%
TWITTER INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $8 Shares 60 Est. Cost $26.36 Unrealized -2.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $8 Shares 40 Est. Cost $174.85 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $7 Shares 500 Est. Cost $24.00 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $34.18 Unrealized +236.9%
MTN VAIL RESORTS INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $215.22 Unrealized +20.0%
RENEWABLE ENERGY GROUP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $150.83 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $7 Shares 202 Est. Cost $29.85 Unrealized
FORTRESS BIOTECH INC 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $1.50 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $6 Shares 40 Est. Cost $150.00 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
ATNM ACTINIUM PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 598 Est. Cost $11.03 Unrealized -1.5%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $5 Shares 111 Est. Cost $43.03 Unrealized -5.4%
SNAP SNAP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.54 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 240 Est. Cost $40.59 Unrealized -56.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $5 Shares 10 Est. Cost $536.82 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $5 Shares 370 Est. Cost $37.67 Unrealized -64.1%
POST POST HLDGS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $58.20 Unrealized +6.1%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $4 Shares 456 Est. Cost $20.03 Unrealized
RGR STURM RUGER & CO INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $66.51 Unrealized -3.3%
RXT RACKSPACE TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 225 Est. Cost $18.30 Unrealized -1.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $49.35 Unrealized 0.0%
GCP APPLIED TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 175 Est. Cost $17.14 Unrealized
REALOGY HLDGS CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $3 Shares 10 Est. Cost $445.83 Unrealized 0.0%
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $3 Shares 85 Est. Cost $28.19 Unrealized +0.6%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.51 Unrealized 0.0%
MATINAS BIOPHARMA HLDGS INC 0.0%
Value ($000) $3 Shares 2,500 Est. Cost $0.40 Unrealized
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $86.40 Unrealized +74.8%
MARATHON OIL CORP 0.0%
Value ($000) $3 Shares 420 Est. Cost $26.93 Unrealized
9 METERS BIOPHARMA INC 0.0%
Value ($000) $3 Shares 4,000 Est. Cost $0.75 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $2 Shares 75 Est. Cost $13.33 Unrealized
REAL THE REALREAL INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.42 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.50 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $2 Shares 58 Est. Cost $28.19 Unrealized 0.0%
GUESS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
CEDAR FAIR L P 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2 Shares 55 Est. Cost $48.02 Unrealized -26.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $183.15 Unrealized +35.6%
ZOSANO PHARMA CORP 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $3.92 Unrealized
NORDSTROM INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.13 Unrealized 0.0%
EXEL EXELIXIS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.93 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $40.03 Unrealized +11.6%
MOTUS GI HLDGS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
SOLIGENIX INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.41 Unrealized -26.1%
FNKO FUNKO INC 0.0%
Value ($000) $1 Shares 127 Est. Cost $19.45 Unrealized -57.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
AZURRX BIOPHARMA INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized