Pacific Center for Financial Services Diversified Active

CIK: 0001698222 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 18, 2021

Total Value ($000): $270,124 (100.0% shares, 0.0% debt)

Holdings (337)

ICSH ISHARES TR 16.8%
Value ($000) $45,250 Shares 895,692 Est. Cost $50.26 Unrealized
USMV ISHARES TR 14.7%
Value ($000) $39,814 Shares 586,541 Est. Cost $55.70 Unrealized
QQQ INVESCO QQQ TR 13.8%
Value ($000) $37,344 Shares 119,027 Est. Cost $173.44 Unrealized
MGK VANGUARD WORLD FD 11.1%
Value ($000) $29,919 Shares 146,839 Est. Cost $173.88 Unrealized
VTI VANGUARD INDEX FDS 8.1%
Value ($000) $21,861 Shares 112,314 Est. Cost $123.85 Unrealized
VXF VANGUARD INDEX FDS 5.5%
Value ($000) $14,806 Shares 89,905 Est. Cost $124.74 Unrealized
VNQ VANGUARD INDEX FDS 4.6%
Value ($000) $12,350 Shares 145,408 Est. Cost $82.38 Unrealized
IJH ISHARES TR 2.8%
Value ($000) $7,436 Shares 32,355 Est. Cost $182.39 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.7%
Value ($000) $7,246 Shares 17,256 Est. Cost $302.44 Unrealized
VO VANGUARD INDEX FDS 1.8%
Value ($000) $4,781 Shares 23,120 Est. Cost $132.55 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $4,086 Shares 30,791 Est. Cost $88.53 Unrealized +32.2%
SPLV INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $3,065 Shares 54,502 Est. Cost $47.54 Unrealized
T AT&T INC 0.9%
Value ($000) $2,322 Shares 80,729 Est. Cost $15.35 Unrealized +0.2%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,151 Shares 25,474 Est. Cost $74.60 Unrealized -12.8%
VXUS VANGUARD STAR FDS 0.6%
Value ($000) $1,514 Shares 25,170 Est. Cost $50.71 Unrealized
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,265 Shares 13,825 Est. Cost $77.94 Unrealized
IHI ISHARES TR 0.5%
Value ($000) $1,241 Shares 3,791 Est. Cost $265.66 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $1,179 Shares 6,677 Est. Cost $63.04 Unrealized +129.8%
RPG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,070 Shares 6,564 Est. Cost $115.28 Unrealized
EFAV ISHARES TR 0.4%
Value ($000) $996 Shares 13,571 Est. Cost $63.82 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $950 Shares 10,332 Est. Cost $73.28 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $948 Shares 5,231 Est. Cost $96.44 Unrealized +45.4%
VARIAN MED SYS INC 0.3%
Value ($000) $924 Shares 5,280 Est. Cost $118.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $826 Shares 3,562 Est. Cost $182.37 Unrealized +20.7%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $761 Shares 12,948 Est. Cost $35.14 Unrealized +25.2%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $737 Shares 8,357 Est. Cost $87.50 Unrealized
PGJ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $720 Shares 11,267 Est. Cost $41.85 Unrealized
XBI SPDR SER TR 0.3%
Value ($000) $697 Shares 4,953 Est. Cost $67.13 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $623 Shares 4,125 Est. Cost $138.96 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $587 Shares 2,640 Est. Cost $56.52 Unrealized +264.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $582 Shares 7,550 Est. Cost $58.64 Unrealized +11.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $566 Shares 18,742 Est. Cost $33.37 Unrealized -31.0%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $528 Shares 1,728 Est. Cost $202.19 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $524 Shares 3,766 Est. Cost $69.92 Unrealized +76.1%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $483 Shares 3,804 Est. Cost $83.35 Unrealized +17.8%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $478 Shares 1,279 Est. Cost $238.85 Unrealized
V VISA INC 0.2%
Value ($000) $423 Shares 1,936 Est. Cost $94.21 Unrealized +109.3%
GOOG ALPHABET INC 0.2%
Value ($000) $419 Shares 239 Est. Cost $42.43 Unrealized +97.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $403 Shares 2,854 Est. Cost $134.31 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $402 Shares 7,322 Est. Cost $31.38 Unrealized +41.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $394 Shares 121 Est. Cost $69.06 Unrealized +131.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $394 Shares 807 Est. Cost $111.95 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $389 Shares 1,739 Est. Cost $169.30 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $376 Shares 4,534 Est. Cost $80.61 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $372 Shares 212 Est. Cost $47.69 Unrealized +75.1%
SUSA ISHARES TR 0.1%
Value ($000) $362 Shares 4,401 Est. Cost $93.01 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $352 Shares 6,714 Est. Cost $31.24 Unrealized +33.4%
REZ ISHARES TR 0.1%
Value ($000) $350 Shares 5,156 Est. Cost $64.54 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $349 Shares 669 Est. Cost $10.09 Unrealized +32.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $312 Shares 1,466 Est. Cost $92.61 Unrealized +76.8%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $305 Shares 888 Est. Cost $301.32 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $298 Shares 6,190 Est. Cost $47.73 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $283 Shares 4,996 Est. Cost $46.86 Unrealized -13.4%
GLD SPDR GOLD TR 0.1%
Value ($000) $247 Shares 1,387 Est. Cost $121.48 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $243 Shares 1,053 Est. Cost $146.80 Unrealized +25.1%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $228 Shares 16,653 Est. Cost $12.37 Unrealized -19.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $225 Shares 598 Est. Cost $159.94 Unrealized +117.2%
META FACEBOOK INC 0.1%
Value ($000) $216 Shares 792 Est. Cost $160.16 Unrealized +70.0%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $212 Shares 6,979 Est. Cost $18.40 Unrealized +28.6%
NFLX NETFLIX INC 0.1%
Value ($000) $210 Shares 388 Est. Cost $50.70 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $209 Shares 1,195 Est. Cost $108.93 Unrealized +7.9%
PFE PFIZER INC 0.1%
Value ($000) $206 Shares 5,598 Est. Cost $20.52 Unrealized +39.5%
DVY ISHARES TR 0.1%
Value ($000) $195 Shares 2,023 Est. Cost $88.92 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $191 Shares 2,049 Est. Cost $72.82 Unrealized
CPRT COPART INC 0.1%
Value ($000) $188 Shares 1,476 Est. Cost $25.19 Unrealized +15.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $185 Shares 4,479 Est. Cost $55.56 Unrealized -45.4%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $181 Shares 2,175 Est. Cost $45.29 Unrealized +59.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $178 Shares 2,777 Est. Cost $64.10 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $171 Shares 2,762 Est. Cost $41.71 Unrealized +19.9%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $163 Shares 708 Est. Cost $230.23 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $158 Shares 1,551 Est. Cost $101.31 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $157 Shares 408 Est. Cost $336.52 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $149 Shares 1,806 Est. Cost $58.12 Unrealized +3.8%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $148 Shares 1,108 Est. Cost $76.74 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $145 Shares 2,000 Est. Cost $52.05 Unrealized +24.1%
IBB ISHARES TR 0.1%
Value ($000) $144 Shares 949 Est. Cost $125.22 Unrealized
BANF BANCFIRST CORP 0.0%
Value ($000) $135 Shares 2,300 Est. Cost $38.34 Unrealized +21.5%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $132 Shares 8,750 Est. Cost $10.17 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $130 Shares 2,908 Est. Cost $32.64 Unrealized +8.1%
MRK MERCK & CO. INC 0.0%
Value ($000) $128 Shares 1,567 Est. Cost $49.00 Unrealized +32.3%
BA BOEING CO 0.0%
Value ($000) $128 Shares 597 Est. Cost $205.97 Unrealized -6.7%
AVT AVNET INC 0.0%
Value ($000) $128 Shares 3,640 Est. Cost $36.06 Unrealized -27.8%
ROST ROSS STORES INC 0.0%
Value ($000) $127 Shares 1,038 Est. Cost $59.76 Unrealized +65.9%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $126 Shares 918 Est. Cost $106.75 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $125 Shares 1,012 Est. Cost $123.52 Unrealized
LINDE PLC 0.0%
Value ($000) $125 Shares 474 Est. Cost $156.83 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $119 Shares 896 Est. Cost $111.84 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $117 Shares 7,127 Est. Cost $25.66 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $117 Shares 641 Est. Cost $145.84 Unrealized +5.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $116 Shares 762 Est. Cost $67.84 Unrealized +83.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $116 Shares 489 Est. Cost $102.43 Unrealized +99.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $112 Shares 10,411 Est. Cost $23.52 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $112 Shares 920 Est. Cost $60.37 Unrealized +47.0%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $111 Shares 2,713 Est. Cost $48.11 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $111 Shares 1,142 Est. Cost $75.84 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $109 Shares 1,890 Est. Cost $26.63 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $109 Shares 2,179 Est. Cost $29.17 Unrealized +50.9%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $108 Shares 684 Est. Cost $117.67 Unrealized +8.4%
SRE SEMPRA ENERGY 0.0%
Value ($000) $107 Shares 839 Est. Cost $39.41 Unrealized +38.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $105 Shares 2,553 Est. Cost $33.97 Unrealized -21.4%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $105 Shares 1,572 Est. Cost $64.46 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $104 Shares 1,613 Est. Cost $35.06 Unrealized +58.3%
ABBV ABBVIE INC 0.0%
Value ($000) $100 Shares 935 Est. Cost $60.81 Unrealized +29.8%
AOK ISHARES TR 0.0%
Value ($000) $100 Shares 2,569 Est. Cost $34.25 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $99 Shares 2,294 Est. Cost $35.69 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $95 Shares 1,044 Est. Cost $65.33 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $95 Shares 956 Est. Cost $53.52 Unrealized +63.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $91 Shares 350 Est. Cost $107.12 Unrealized +108.2%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $91 Shares 257 Est. Cost $120.62 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $88 Shares 2,396 Est. Cost $35.36 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $88 Shares 500 Est. Cost $106.84 Unrealized +38.0%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $86 Shares 5,180 Est. Cost $28.93 Unrealized -48.4%
SMMV ISHARES TR 0.0%
Value ($000) $80 Shares 2,353 Est. Cost $33.42 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $79 Shares 1,081 Est. Cost $61.10 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $79 Shares 403 Est. Cost $149.84 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $79 Shares 222 Est. Cost $303.12 Unrealized +6.7%
HD HOME DEPOT INC 0.0%
Value ($000) $75 Shares 284 Est. Cost $118.64 Unrealized +104.4%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $72 Shares 1,790 Est. Cost $40.22 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $72 Shares 2,774 Est. Cost $25.96 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $71 Shares 3,183 Est. Cost $22.31 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $70 Shares 357 Est. Cost $133.47 Unrealized
BJK VANECK VECTORS ETF TR 0.0%
Value ($000) $69 Shares 1,475 Est. Cost $46.78 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $69 Shares 50 Est. Cost $7.89 Unrealized +232.5%
XTN SPDR SER TR 0.0%
Value ($000) $68 Shares 953 Est. Cost $71.35 Unrealized
SMH VANECK VECTORS ETF TR 0.0%
Value ($000) $66 Shares 302 Est. Cost $101.86 Unrealized
NKE NIKE INC 0.0%
Value ($000) $65 Shares 461 Est. Cost $46.42 Unrealized +165.4%
EIX EDISON INTL 0.0%
Value ($000) $64 Shares 1,018 Est. Cost $48.33 Unrealized -1.1%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $64 Shares 750 Est. Cost $41.24 Unrealized +63.5%
ITOT ISHARES TR 0.0%
Value ($000) $64 Shares 747 Est. Cost $82.13 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $63 Shares 5,027 Est. Cost $45.13 Unrealized -75.2%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $63 Shares 392 Est. Cost $106.26 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $62 Shares 1,341 Est. Cost $35.05 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $62 Shares 1,345 Est. Cost $30.48 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $61 Shares 286 Est. Cost $136.36 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $61 Shares 2,600 Est. Cost $3.62 Unrealized +408.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $56 Shares 466 Est. Cost $60.98 Unrealized +70.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $56 Shares 261 Est. Cost $100.02 Unrealized +93.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $56 Shares 496 Est. Cost $98.27 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $55 Shares 2,545 Est. Cost $30.97 Unrealized -42.6%
UNP UNION PAC CORP 0.0%
Value ($000) $55 Shares 264 Est. Cost $141.44 Unrealized +25.9%
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $55 Shares 1,674 Est. Cost $25.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $54 Shares 426 Est. Cost $99.52 Unrealized -6.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $52 Shares 1,221 Est. Cost $37.16 Unrealized -10.8%
AGG ISHARES TR 0.0%
Value ($000) $51 Shares 432 Est. Cost $118.06 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $50 Shares 809 Est. Cost $57.76 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $49 Shares 673 Est. Cost $68.97 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $48 Shares 539 Est. Cost $70.40 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $47 Shares 1,510 Est. Cost $31.13 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $46 Shares 988 Est. Cost $40.60 Unrealized -16.6%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $45 Shares 474 Est. Cost $33.83 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $45 Shares 307 Est. Cost $116.62 Unrealized +4.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $43 Shares 1,445 Est. Cost $25.31 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $41 Shares 370 Est. Cost $36.93 Unrealized +168.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $41 Shares 696 Est. Cost $34.99 Unrealized +43.3%
EEM ISHARES TR 0.0%
Value ($000) $41 Shares 789 Est. Cost $39.35 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $40 Shares 500 Est. Cost $43.41 Unrealized +53.9%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $40 Shares 840 Est. Cost $44.67 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $40 Shares 500 Est. Cost $52.24 Unrealized +26.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $39 Shares 1,026 Est. Cost $73.47 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $39 Shares 586 Est. Cost $84.61 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $39 Shares 111 Est. Cost $129.15 Unrealized +138.6%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 277 Est. Cost $111.91 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $38 Shares 411 Est. Cost $93.27 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $38 Shares 500 Est. Cost $51.02 Unrealized +24.3%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $38 Shares 290 Est. Cost $124.78 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $82.00 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $37 Shares 265 Est. Cost $117.44 Unrealized
VFMF VANGUARD WELLINGTON FD 0.0%
Value ($000) $35 Shares 423 Est. Cost $81.77 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $34 Shares 100 Est. Cost $81.24 Unrealized +284.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $34 Shares 317 Est. Cost $66.22 Unrealized +28.6%
EVRG EVERGY INC 0.0%
Value ($000) $33 Shares 598 Est. Cost $40.03 Unrealized +11.6%
RY ROYAL BK CDA 0.0%
Value ($000) $33 Shares 400 Est. Cost $64.82 Unrealized +19.4%
CRM SALESFORCE COM INC 0.0%
Value ($000) $32 Shares 144 Est. Cost $228.56 Unrealized +5.1%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $32 Shares 310 Est. Cost $103.23 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $31 Shares 538 Est. Cost $57.07 Unrealized -13.5%
FDX FEDEX CORP 0.0%
Value ($000) $31 Shares 121 Est. Cost $173.08 Unrealized +45.1%
IWR ISHARES TR 0.0%
Value ($000) $31 Shares 448 Est. Cost $79.80 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $31 Shares 248 Est. Cost $116.12 Unrealized +29.9%
PHM PULTE GROUP INC 0.0%
Value ($000) $31 Shares 712 Est. Cost $17.07 Unrealized +146.5%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 439 Est. Cost $54.99 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $30 Shares 371 Est. Cost $48.56 Unrealized +46.3%
CSX CSX CORP 0.0%
Value ($000) $29 Shares 323 Est. Cost $9.89 Unrealized +171.3%
VMWARE INC 0.0%
Value ($000) $29 Shares 206 Est. Cost $118.96 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 390 Est. Cost $41.85 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $27 Shares 1,975 Est. Cost $31.60 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.0%
Value ($000) $27 Shares 1,692 Est. Cost $13.30 Unrealized
CARZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $26 Shares 493 Est. Cost $32.91 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $26 Shares 328 Est. Cost $62.61 Unrealized -10.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $25 Shares 100 Est. Cost $144.69 Unrealized +48.3%
NVS NOVARTIS AG 0.0%
Value ($000) $24 Shares 250 Est. Cost $72.00 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $138.94 Unrealized +61.7%
WMT WALMART INC 0.0%
Value ($000) $24 Shares 168 Est. Cost $27.95 Unrealized +61.9%
F FORD MTR CO DEL 0.0%
Value ($000) $24 Shares 2,773 Est. Cost $6.04 Unrealized +5.1%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $23 Shares 436 Est. Cost $104.72 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $23 Shares 1,200 Est. Cost $22.50 Unrealized
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $23 Shares 850 Est. Cost $35.29 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $23 Shares 70 Est. Cost $122.30 Unrealized +114.5%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $22 Shares 93 Est. Cost $184.03 Unrealized +4.2%
IJK ISHARES TR 0.0%
Value ($000) $22 Shares 308 Est. Cost $85.63 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $21 Shares 140 Est. Cost $60.77 Unrealized +129.3%
SO SOUTHERN CO 0.0%
Value ($000) $21 Shares 334 Est. Cost $49.52 Unrealized 0.0%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $21 Shares 304 Est. Cost $69.08 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $21 Shares 1,050 Est. Cost $26.67 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $21 Shares 357 Est. Cost $52.12 Unrealized -2.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $19 Shares 113 Est. Cost $85.10 Unrealized +60.9%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $19 Shares 187 Est. Cost $101.60 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $19 Shares 339 Est. Cost $50.24 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $19 Shares 37 Est. Cost $236.62 Unrealized +104.2%
IJJ ISHARES TR 0.0%
Value ($000) $19 Shares 220 Est. Cost $93.32 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $18 Shares 78 Est. Cost $86.33 Unrealized +131.3%
AMGN AMGEN INC 0.0%
Value ($000) $18 Shares 80 Est. Cost $114.37 Unrealized +71.7%
DEO DIAGEO PLC 0.0%
Value ($000) $18 Shares 113 Est. Cost $106.19 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $18 Shares 1,174 Est. Cost $12.59 Unrealized -15.8%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 68 Est. Cost $179.71 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $73.63 Unrealized +7.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $18 Shares 314 Est. Cost $30.56 Unrealized +60.1%
BIIB BIOGEN INC 0.0%
Value ($000) $17 Shares 71 Est. Cost $296.43 Unrealized -12.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $17 Shares 350 Est. Cost $28.57 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $17 Shares 250 Est. Cost $57.61 Unrealized -4.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $17 Shares 200 Est. Cost $55.37 Unrealized +32.6%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $17 Shares 244 Est. Cost $53.28 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $16 Shares 62 Est. Cost $200.04 Unrealized -1.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $15 Shares 110 Est. Cost $12.32 Unrealized +109.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $15 Shares 213 Est. Cost $54.61 Unrealized +7.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $15 Shares 817 Est. Cost $17.46 Unrealized -8.6%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $14 Shares 50 Est. Cost $115.62 Unrealized +100.1%
SNA SNAP ON INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $129.99 Unrealized +12.6%
VTRS VIATRIS INC 0.0%
Value ($000) $13 Shares 691 Est. Cost $13.33 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $13 Shares 50 Est. Cost $81.42 Unrealized +185.1%
LEXINGTON REALTY TRUST 0.0%
Value ($000) $13 Shares 1,198 Est. Cost $10.85 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $13 Shares 533 Est. Cost $15.01 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $12 Shares 1,920 Est. Cost $13.02 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 282 Est. Cost $28.37 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $12 Shares 275 Est. Cost $74.18 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $11 Shares 210 Est. Cost $40.64 Unrealized -19.0%
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 178 Est. Cost $37.17 Unrealized +22.6%
ARKK ARK ETF TR 0.0%
Value ($000) $11 Shares 91 Est. Cost $87.91 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $11 Shares 283 Est. Cost $38.28 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $11 Shares 220 Est. Cost $31.25 Unrealized +14.7%
HSY HERSHEY CO 0.0%
Value ($000) $11 Shares 71 Est. Cost $79.47 Unrealized +64.8%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 116 Est. Cost $94.83 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 48 Est. Cost $125.00 Unrealized
VFC V F CORP 0.0%
Value ($000) $10 Shares 120 Est. Cost $51.86 Unrealized +54.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $10 Shares 350 Est. Cost $17.29 Unrealized +20.1%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $68.75 Unrealized +13.0%
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 286 Est. Cost $34.97 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS 0.0%
Value ($000) $10 Shares 200 Est. Cost $27.17 Unrealized +32.4%
AFL AFLAC INC 0.0%
Value ($000) $10 Shares 220 Est. Cost $34.91 Unrealized +4.1%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $9 Shares 52 Est. Cost $96.15 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $9 Shares 50 Est. Cost $165.57 Unrealized +15.7%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $9 Shares 239 Est. Cost $46.50 Unrealized -33.6%
APARTMENT INCOME REIT CORP 0.0%
Value ($000) $9 Shares 247 Est. Cost $36.44 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $9 Shares 79 Est. Cost $88.61 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $8 Shares 1,919 Est. Cost $9.00 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $8 Shares 116 Est. Cost $39.56 Unrealized +42.8%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $7 Shares 10 Est. Cost $269.28 Unrealized +136.4%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 57 Est. Cost $87.72 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $7 Shares 110 Est. Cost $60.97 Unrealized -11.6%
NORDSTROM INC 0.0%
Value ($000) $7 Shares 236 Est. Cost $49.13 Unrealized
KBA KRANESHARES TR 0.0%
Value ($000) $7 Shares 158 Est. Cost $26.69 Unrealized
BP BP PLC 0.0%
Value ($000) $7 Shares 350 Est. Cost $38.37 Unrealized
INDY ISHARES TR 0.0%
Value ($000) $7 Shares 166 Est. Cost $30.12 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $6 Shares 201 Est. Cost $25.77 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $6 Shares 89 Est. Cost $57.75 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 71 Est. Cost $49.18 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $22.66 Unrealized -14.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $6 Shares 28 Est. Cost $66.37 Unrealized +195.3%
VIACOMCBS INC 0.0%
Value ($000) $6 Shares 161 Est. Cost $39.55 Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $6 Shares 409 Est. Cost $14.43 Unrealized
NTCT NETSCOUT SYS INC 0.0%
Value ($000) $6 Shares 220 Est. Cost $30.68 Unrealized -22.1%
KR KROGER CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $21.37 Unrealized +35.9%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 142 Est. Cost $34.02 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $5 Shares 112 Est. Cost $34.23 Unrealized -8.6%
PPL PPL CORP 0.0%
Value ($000) $5 Shares 190 Est. Cost $23.47 Unrealized -1.3%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $72.37 Unrealized +209.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $5 Shares 132 Est. Cost $37.90 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $27.24 Unrealized -12.9%
WYNDHAM DESTINATIONS INC 0.0%
Value ($000) $5 Shares 110 Est. Cost $72.73 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $41.08 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $5 Shares 136 Est. Cost $25.02 Unrealized +34.9%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $4 Shares 80 Est. Cost $40.87 Unrealized -19.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 42 Est. Cost $71.43 Unrealized
DOW DOW INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $36.37 Unrealized +7.3%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 59 Est. Cost $24.16 Unrealized +32.1%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $4 Shares 456 Est. Cost $9.58 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $4 Shares 280 Est. Cost $16.08 Unrealized -10.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $4 Shares 123 Est. Cost $26.06 Unrealized -1.3%
MET METLIFE INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $34.82 Unrealized +6.3%
SNY SANOFI 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
REEDS INC 0.0%
Value ($000) $3 Shares 4,975 Est. Cost $1.99 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $3 Shares 20 Est. Cost $148.94 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 81 Est. Cost $53.72 Unrealized -52.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $143.74 Unrealized +221.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $3 Shares 26 Est. Cost $105.33 Unrealized +2.0%
JUNIPER NETWORKS INC 0.0%
Value ($000) $3 Shares 114 Est. Cost $26.32 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $3 Shares 11 Est. Cost $103.92 Unrealized +106.5%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $45.40 Unrealized -6.7%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
CRESY CRESUD S A C I F Y A 0.0%
Value ($000) $2 Shares 435 Est. Cost $14.43 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $2 Shares 62 Est. Cost $26.28 Unrealized +9.9%
INVA INNOVIVA INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.71 Unrealized -15.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.48 Unrealized +26.5%
VYX NCR CORP NEW 0.0%
Value ($000) $2 Shares 42 Est. Cost $21.82 Unrealized -24.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 86 Est. Cost $21.34 Unrealized -25.0%
XOP SPDR SER TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $29.39 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $42.79 Unrealized +56.5%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $47.37 Unrealized +228.2%
AVGO BROADCOM INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $19.73 Unrealized +76.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 50 Est. Cost $17.13 Unrealized +97.4%
TIP ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
AIV APARTMENT INVT & MGMT CO 0.0%
Value ($000) $1 Shares 247 Est. Cost $4.05 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $87.96 Unrealized
TWITTER INC 0.0%
Value ($000) $1 Shares 12 Est. Cost Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.07 Unrealized +10.8%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $31.86 Unrealized +57.9%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 42 Est. Cost $32.49 Unrealized -34.0%
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 112 Est. Cost $17.86 Unrealized
TBPH THERAVANCE BIOPHARMA INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.73 Unrealized -4.2%
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $14.73 Unrealized 0.0%
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 231 Est. Cost $4.65 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 37 Est. Cost $20.86 Unrealized 0.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $63.04 Unrealized -73.2%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.96 Unrealized +40.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.47 Unrealized +59.8%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.19 Unrealized 0.0%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.51 Unrealized +20.8%
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized -4.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.05 Unrealized -37.9%
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
BELLICUM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.77 Unrealized -5.9%