Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 6, 2022

Total Value ($000): $196,270 (100.0% shares, 0.0% debt)

Holdings (170)

AAPL APPLE INC COM 5.7%
Value ($000) $11,197 Shares 81,018 Est. Cost $87.99 Unrealized +75.3%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3.0%
Value ($000) $5,890 Shares 32,818 Est. Cost $154.70 Unrealized
JNJ JOHNSON & JOHNSON COM 2.8%
Value ($000) $5,435 Shares 33,268 Est. Cost $75.03 Unrealized +103.8%
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $5,335 Shares 22,907 Est. Cost $75.49 Unrealized +240.3%
PG PROCTER AND GAMBLE CO COM 2.3%
Value ($000) $4,590 Shares 36,359 Est. Cost $64.98 Unrealized +101.0%
HUM HUMANA INC COM 2.2%
Value ($000) $4,359 Shares 8,983 Est. Cost $235.35 Unrealized +99.4%
ABBV ABBVIE INC COM 2.2%
Value ($000) $4,358 Shares 32,473 Est. Cost $54.88 Unrealized +131.6%
CVX CHEVRON CORP NEW COM 2.0%
Value ($000) $3,966 Shares 27,602 Est. Cost $68.74 Unrealized +93.2%
XOM EXXON MOBIL CORP COM 2.0%
Value ($000) $3,952 Shares 45,269 Est. Cost $53.31 Unrealized +52.6%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.6%
Value ($000) $3,176 Shares 40,500 Est. Cost $106.63 Unrealized
AMZN AMAZON COM INC COM 1.6%
Value ($000) $3,127 Shares 27,668 Est. Cost $122.32 Unrealized +3.3%
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $3,102 Shares 29,680 Est. Cost $71.78 Unrealized +47.1%
PFE PFIZER INC COM 1.6%
Value ($000) $3,101 Shares 70,856 Est. Cost $23.57 Unrealized +71.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.5%
Value ($000) $2,985 Shares 23,151 Est. Cost $108.63 Unrealized
HD HOME DEPOT INC COM 1.4%
Value ($000) $2,785 Shares 10,094 Est. Cost $145.22 Unrealized +86.4%
IVW ISHARES S&P 500 GROWTH ETF 1.4%
Value ($000) $2,753 Shares 47,586 Est. Cost $76.24 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.4%
Value ($000) $2,699 Shares 21,855 Est. Cost $82.32 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.3%
Value ($000) $2,598 Shares 27,050 Est. Cost $79.72 Unrealized
BF/B BROWN FORMAN CORP CL B 1.3%
Value ($000) $2,521 Shares 37,871 Est. Cost $44.65 Unrealized +52.4%
NVDA NVIDIA CORPORATION COM 1.3%
Value ($000) $2,485 Shares 20,472 Est. Cost $16.97 Unrealized -7.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $2,354 Shares 11,190 Est. Cost $91.53 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.1%
Value ($000) $2,162 Shares 10,465 Est. Cost $166.16 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.1%
Value ($000) $2,137 Shares 26,731 Est. Cost $56.69 Unrealized
ABT ABBOTT LABS COM 1.1%
Value ($000) $2,115 Shares 21,854 Est. Cost $40.39 Unrealized +147.6%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $2,039 Shares 4,317 Est. Cost $171.38 Unrealized +190.6%
DIS DISNEY WALT CO COM 1.0%
Value ($000) $1,993 Shares 21,131 Est. Cost $93.95 Unrealized +11.3%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $1,956 Shares 20,348 Est. Cost $108.52 Unrealized +2.1%
ADP AUTOMATIC DATA PROCESSING INC COM 1.0%
Value ($000) $1,928 Shares 8,526 Est. Cost $50.78 Unrealized +331.4%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $1,928 Shares 5,377 Est. Cost $267.97 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.9%
Value ($000) $1,861 Shares 13,683 Est. Cost $103.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $1,772 Shares 6,635 Est. Cost $178.62 Unrealized +59.3%
TJX TJX COS INC NEW COM 0.9%
Value ($000) $1,743 Shares 28,056 Est. Cost $37.10 Unrealized +61.4%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,690 Shares 7,323 Est. Cost $100.27 Unrealized +135.6%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.9%
Value ($000) $1,674 Shares 29,039 Est. Cost $41.53 Unrealized
INTC INTEL CORP COM 0.8%
Value ($000) $1,574 Shares 61,071 Est. Cost $31.57 Unrealized +2.3%
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $1,557 Shares 27,793 Est. Cost $66.66 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,556 Shares 18,063 Est. Cost $50.14 Unrealized +60.4%
VOE VANGUARD MID-CAP VALUE ETF 0.8%
Value ($000) $1,546 Shares 12,695 Est. Cost $85.96 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.7%
Value ($000) $1,466 Shares 46,682 Est. Cost $56.57 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.7%
Value ($000) $1,457 Shares 4,080 Est. Cost $350.95 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $1,449 Shares 20,379 Est. Cost $41.83 Unrealized +48.9%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $1,445 Shares 22,926 Est. Cost $92.89 Unrealized
KO COCA COLA CO COM 0.7%
Value ($000) $1,421 Shares 25,369 Est. Cost $32.37 Unrealized +73.2%
BF/A BROWN FORMAN CORP CL A 0.7%
Value ($000) $1,375 Shares 20,351 Est. Cost $26.87 Unrealized +149.3%
RWR SPDR DOW JONES REIT ETF 0.7%
Value ($000) $1,364 Shares 16,183 Est. Cost $90.63 Unrealized
TGT TARGET CORP COM 0.7%
Value ($000) $1,316 Shares 8,870 Est. Cost $80.72 Unrealized +77.1%
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.7%
Value ($000) $1,302 Shares 32,437 Est. Cost $33.97 Unrealized
BP BP PLC SPONSORED ADR 0.7%
Value ($000) $1,285 Shares 45,004 Est. Cost $34.79 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,281 Shares 36,726 Est. Cost $43.44 Unrealized
BAC BK OF AMERICA CORP COM 0.6%
Value ($000) $1,230 Shares 40,740 Est. Cost $24.76 Unrealized +23.5%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $1,203 Shares 7,333 Est. Cost $91.85 Unrealized +87.5%
T AT&T INC COM 0.6%
Value ($000) $1,194 Shares 77,850 Est. Cost $15.04 Unrealized +0.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $1,188 Shares 14,512 Est. Cost $62.01 Unrealized +35.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,161 Shares 12,767 Est. Cost $56.65 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $1,081 Shares 11,623 Est. Cost $57.70 Unrealized +63.0%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,062 Shares 24,882 Est. Cost $71.82 Unrealized +115.0%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,057 Shares 16,404 Est. Cost $54.90 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,054 Shares 11,020 Est. Cost $107.30 Unrealized +2.6%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,046 Shares 35,669 Est. Cost $32.44 Unrealized +3.8%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,028 Shares 2,036 Est. Cost $261.01 Unrealized +89.7%
CRM SALESFORCE INC COM 0.5%
Value ($000) $996 Shares 6,923 Est. Cost $158.18 Unrealized +5.9%
V VISA INC COM CL A 0.5%
Value ($000) $984 Shares 5,537 Est. Cost $162.50 Unrealized +22.1%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $983 Shares 10,244 Est. Cost $107.75 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $975 Shares 25,682 Est. Cost $35.14 Unrealized +1.8%
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $971 Shares 9,255 Est. Cost $116.74 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $965 Shares 6,456 Est. Cost $60.94 Unrealized +133.0%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $958 Shares 23,945 Est. Cost $31.11 Unrealized +28.7%
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $946 Shares 9,918 Est. Cost $55.53 Unrealized +57.8%
WMT WALMART INC COM 0.5%
Value ($000) $938 Shares 7,229 Est. Cost $28.32 Unrealized +48.3%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.5%
Value ($000) $928 Shares 13,821 Est. Cost $85.83 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $915 Shares 11,673 Est. Cost $55.76 Unrealized +38.3%
DG DOLLAR GEN CORP NEW COM 0.5%
Value ($000) $900 Shares 3,752 Est. Cost $155.81 Unrealized +48.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $889 Shares 7,486 Est. Cost $109.75 Unrealized +5.4%
PARAMOUNT GLOBAL CLASS B COM 0.4%
Value ($000) $877 Shares 46,065 Est. Cost $30.15 Unrealized
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $858 Shares 10,331 Est. Cost $59.91 Unrealized +35.1%
UNP UNION PAC CORP COM 0.4%
Value ($000) $839 Shares 4,309 Est. Cost $101.92 Unrealized +100.4%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $839 Shares 2,595 Est. Cost $73.70 Unrealized +318.0%
MMM 3M CO COM 0.4%
Value ($000) $827 Shares 7,485 Est. Cost $105.93 Unrealized -9.0%
META META PLATFORMS INC CL A 0.4%
Value ($000) $808 Shares 5,955 Est. Cost $163.07 Unrealized -1.3%
F FORD MTR CO DEL COM 0.4%
Value ($000) $776 Shares 69,263 Est. Cost $8.04 Unrealized +35.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $771 Shares 12,412 Est. Cost $82.47 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $759 Shares 3,306 Est. Cost $119.27 Unrealized +92.4%
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $746 Shares 2,890 Est. Cost $180.14 Unrealized +33.6%
SO SOUTHERN CO COM 0.4%
Value ($000) $741 Shares 10,901 Est. Cost $33.94 Unrealized +97.3%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $735 Shares 4,750 Est. Cost $139.23 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.4%
Value ($000) $724 Shares 10,642 Est. Cost $36.63 Unrealized +82.6%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.4%
Value ($000) $717 Shares 10,528 Est. Cost $92.39 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $716 Shares 16,150 Est. Cost $53.94 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $700 Shares 11,456 Est. Cost $39.76 Unrealized +76.5%
TSLA TESLA INC COM 0.4%
Value ($000) $687 Shares 2,590 Est. Cost $247.91 Unrealized +12.6%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $661 Shares 15,864 Est. Cost $54.31 Unrealized -19.6%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $659 Shares 10,686 Est. Cost $58.15 Unrealized -4.1%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $652 Shares 5,770 Est. Cost $49.54 Unrealized +156.5%
NFLX NETFLIX INC COM 0.3%
Value ($000) $647 Shares 2,748 Est. Cost $38.17 Unrealized -41.8%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $634 Shares 2,373 Est. Cost $244.33 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.3%
Value ($000) $630 Shares 27,089 Est. Cost $27.83 Unrealized
WAT WATERS CORP COM 0.3%
Value ($000) $625 Shares 2,319 Est. Cost $99.58 Unrealized +220.6%
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $622 Shares 7,586 Est. Cost $39.42 Unrealized +137.1%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $621 Shares 3,438 Est. Cost $73.87 Unrealized +145.9%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $617 Shares 7,326 Est. Cost $46.94 Unrealized +66.9%
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $600 Shares 22,037 Est. Cost $33.51 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $598 Shares 2,102 Est. Cost $168.03 Unrealized +93.5%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $587 Shares 4,353 Est. Cost $78.69 Unrealized +84.2%
KR KROGER CO COM 0.3%
Value ($000) $567 Shares 12,949 Est. Cost $27.34 Unrealized +61.2%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $567 Shares 11,511 Est. Cost $34.14 Unrealized +45.4%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $557 Shares 2,720 Est. Cost $236.55 Unrealized -2.9%
DOV DOVER CORP COM 0.3%
Value ($000) $521 Shares 4,466 Est. Cost $45.15 Unrealized +170.9%
BLACKROCK INC COM 0.3%
Value ($000) $521 Shares 947 Est. Cost $493.97 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $515 Shares 3,120 Est. Cost $200.79 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $500 Shares 12,381 Est. Cost $31.60 Unrealized +4.6%
GE GENERAL ELECTRIC CO COM NEW 0.3%
Value ($000) $499 Shares 8,054 Est. Cost $62.53 Unrealized -30.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $498 Shares 981 Est. Cost $336.38 Unrealized +64.7%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $489 Shares 5,913 Est. Cost $60.72 Unrealized +58.5%
PZZA PAPA JOHNS INTL INC COM 0.2%
Value ($000) $470 Shares 6,711 Est. Cost $61.15 Unrealized +22.7%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $468 Shares 14,962 Est. Cost $42.91 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $458 Shares 3,785 Est. Cost $201.47 Unrealized -23.9%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $453 Shares 11,242 Est. Cost $29.43 Unrealized +33.3%
CHDN CHURCHILL DOWNS INC COM 0.2%
Value ($000) $432 Shares 2,345 Est. Cost $54.00 Unrealized +86.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $406 Shares 1 Est. Cost $431815.88 Unrealized -0.9%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $402 Shares 3,129 Est. Cost $120.81 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $399 Shares 5,447 Est. Cost $54.84 Unrealized +41.5%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $399 Shares 2,390 Est. Cost $133.79 Unrealized +21.2%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $397 Shares 16,690 Est. Cost $21.98 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $388 Shares 825 Est. Cost $299.82 Unrealized +50.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $387 Shares 5,211 Est. Cost $79.56 Unrealized
RPM RPM INTL INC COM 0.2%
Value ($000) $383 Shares 4,600 Est. Cost $88.40 Unrealized +0.5%
DOW DOW INC COM 0.2%
Value ($000) $377 Shares 8,579 Est. Cost $47.39 Unrealized -12.5%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $362 Shares 5,739 Est. Cost $49.71 Unrealized +21.3%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $357 Shares 1,220 Est. Cost $155.36 Unrealized +81.0%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.2%
Value ($000) $344 Shares 11,500 Est. Cost $18.81 Unrealized +61.9%
DAR DARLING INGREDIENTS INC COM 0.2%
Value ($000) $326 Shares 4,931 Est. Cost $72.03 Unrealized -3.2%
CMI CUMMINS INC COM 0.2%
Value ($000) $326 Shares 1,600 Est. Cost $131.98 Unrealized +48.6%
DOC HEALTHPEAK PROPERTIES INC COM 0.2%
Value ($000) $316 Shares 13,789 Est. Cost $25.10 Unrealized -14.0%
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $315 Shares 5,700 Est. Cost $107.92 Unrealized -45.0%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $314 Shares 1,350 Est. Cost $61.55 Unrealized +267.8%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $313 Shares 1,940 Est. Cost $83.14 Unrealized +93.1%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $305 Shares 937 Est. Cost $141.94 Unrealized +158.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $288 Shares 409 Est. Cost $36.20 Unrealized +28.8%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $288 Shares 5,191 Est. Cost $64.41 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $281 Shares 3,277 Est. Cost $88.37 Unrealized -7.8%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $274 Shares 3,401 Est. Cost $66.42 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $272 Shares 3,844 Est. Cost $67.64 Unrealized +12.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $263 Shares 1,400 Est. Cost $158.02 Unrealized +15.4%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $260 Shares 1,978 Est. Cost $119.29 Unrealized
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $249 Shares 7,862 Est. Cost $38.07 Unrealized -8.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $249 Shares 849 Est. Cost $284.21 Unrealized +4.5%
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $248 Shares 6,405 Est. Cost $32.93 Unrealized +5.7%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $242 Shares 5,518 Est. Cost $60.32 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $241 Shares 4,842 Est. Cost $54.86 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $241 Shares 3,653 Est. Cost $64.12 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $241 Shares 1,222 Est. Cost $211.81 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $232 Shares 2,100 Est. Cost $86.36 Unrealized +33.1%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $231 Shares 4,462 Est. Cost $49.24 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $223 Shares 2,195 Est. Cost $139.12 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $219 Shares 5,438 Est. Cost $31.62 Unrealized +24.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value ($000) $216 Shares 18,761 Est. Cost $17.30 Unrealized -21.5%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $214 Shares 2,387 Est. Cost $67.52 Unrealized +39.5%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $212 Shares 2,889 Est. Cost $106.97 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $209 Shares 2,000 Est. Cost $93.81 Unrealized 0.0%
UBS AG FI ENHANCED GLOBAL HIGH YIELD ETN 0.1%
Value ($000) $209 Shares 1,277 Est. Cost $183.24 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $205 Shares 976 Est. Cost $180.19 Unrealized +23.7%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $202 Shares 7,402 Est. Cost $27.89 Unrealized 0.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $200 Shares 6,067 Est. Cost $35.71 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $195 Shares 11,722 Est. Cost $9.94 Unrealized +48.7%
LUMN LUMEN TECHNOLOGIES INC COM 0.1%
Value ($000) $194 Shares 26,669 Est. Cost $10.02 Unrealized 0.0%
BIG 5 SPORTING GOODS CORP COM 0.1%
Value ($000) $118 Shares 11,000 Est. Cost $11.23 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $88 Shares 29,700 Est. Cost $4.55 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $28 Shares 10,143 Est. Cost $2.76 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $18 Shares 11,086 Est. Cost $1.92 Unrealized
CONFORMIS INC COM 0.0%
Value ($000) $4 Shares 23,032 Est. Cost $0.75 Unrealized