Pacific Center for Financial Services Diversified Active

CIK: 0001698222 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $209,017 (100.0% shares, 0.0% debt)

Holdings (345)

QQQ INVESCO QQQ TR 13.8%
Value ($000) $28,853 Shares 90,410 Est. Cost $173.44 Unrealized
USMV ISHARES TR 12.3%
Value ($000) $25,781 Shares 372,605 Est. Cost $55.70 Unrealized
VTI VANGUARD INDEX FDS 11.5%
Value ($000) $23,944 Shares 115,845 Est. Cost $126.38 Unrealized
MGK VANGUARD WORLD FD 10.9%
Value ($000) $22,726 Shares 109,749 Est. Cost $173.88 Unrealized
VXF VANGUARD INDEX FDS 7.8%
Value ($000) $16,307 Shares 92,178 Est. Cost $126.02 Unrealized
VNQ VANGUARD INDEX FDS 6.5%
Value ($000) $13,566 Shares 147,684 Est. Cost $82.52 Unrealized
IJH ISHARES TR 4.2%
Value ($000) $8,802 Shares 33,817 Est. Cost $185.75 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 3.8%
Value ($000) $8,043 Shares 16,896 Est. Cost $302.44 Unrealized
VO VANGUARD INDEX FDS 2.4%
Value ($000) $5,093 Shares 23,009 Est. Cost $132.55 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $3,513 Shares 28,758 Est. Cost $88.53 Unrealized +41.3%
SPLV INVESCO EXCH TRADED FD TR II 1.5%
Value ($000) $3,219 Shares 55,352 Est. Cost $47.70 Unrealized
ICSH ISHARES TR 1.5%
Value ($000) $3,098 Shares 61,332 Est. Cost $50.26 Unrealized
CVX CHEVRON CORP NEW 1.5%
Value ($000) $3,069 Shares 29,288 Est. Cost $75.24 Unrealized +5.8%
T AT&T INC 1.1%
Value ($000) $2,338 Shares 77,254 Est. Cost $15.35 Unrealized +5.2%
VYM VANGUARD WHITEHALL FDS 0.8%
Value ($000) $1,610 Shares 15,922 Est. Cost $80.99 Unrealized
VXUS VANGUARD STAR FDS 0.7%
Value ($000) $1,533 Shares 24,452 Est. Cost $50.71 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $1,405 Shares 12,950 Est. Cost $80.40 Unrealized
IHI ISHARES TR 0.6%
Value ($000) $1,258 Shares 3,809 Est. Cost $265.66 Unrealized
TGT TARGET CORP 0.6%
Value ($000) $1,217 Shares 6,144 Est. Cost $63.04 Unrealized +158.9%
RPG INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,019 Shares 6,203 Est. Cost $115.28 Unrealized
EFAV ISHARES TR 0.5%
Value ($000) $977 Shares 13,386 Est. Cost $63.82 Unrealized
VARIAN MED SYS INC 0.4%
Value ($000) $932 Shares 5,280 Est. Cost $118.84 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $877 Shares 4,751 Est. Cost $96.44 Unrealized +86.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $876 Shares 3,428 Est. Cost $182.37 Unrealized +33.2%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $742 Shares 12,761 Est. Cost $35.14 Unrealized +20.2%
PRFZ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $728 Shares 4,128 Est. Cost $138.96 Unrealized
PGJ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $716 Shares 11,270 Est. Cost $41.85 Unrealized
XBI SPDR SER TR 0.3%
Value ($000) $679 Shares 5,005 Est. Cost $67.84 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $670 Shares 8,862 Est. Cost $60.15 Unrealized +14.4%
MSFT MICROSOFT CORP 0.3%
Value ($000) $608 Shares 2,579 Est. Cost $56.52 Unrealized +294.4%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $600 Shares 3,941 Est. Cost $84.88 Unrealized +49.9%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $600 Shares 15,353 Est. Cost $33.37 Unrealized -5.2%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $571 Shares 1,729 Est. Cost $202.19 Unrealized
STOT SSGA ACTIVE TR 0.3%
Value ($000) $548 Shares 11,041 Est. Cost $49.63 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $538 Shares 3,971 Est. Cost $72.28 Unrealized +60.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $507 Shares 1,279 Est. Cost $238.85 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $494 Shares 239 Est. Cost $42.43 Unrealized +132.1%
ASML ASML HOLDING N V 0.2%
Value ($000) $454 Shares 736 Est. Cost $111.95 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $440 Shares 1,924 Est. Cost $175.01 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $437 Shares 212 Est. Cost $47.69 Unrealized +105.4%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $420 Shares 2,858 Est. Cost $134.31 Unrealized
V VISA INC 0.2%
Value ($000) $410 Shares 1,936 Est. Cost $94.21 Unrealized +115.7%
REZ ISHARES TR 0.2%
Value ($000) $400 Shares 5,410 Est. Cost $64.98 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $387 Shares 125 Est. Cost $71.92 Unrealized +120.4%
KO COCA COLA CO 0.2%
Value ($000) $386 Shares 7,322 Est. Cost $31.38 Unrealized +38.3%
SUSA ISHARES TR 0.2%
Value ($000) $374 Shares 4,257 Est. Cost $93.01 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $373 Shares 4,537 Est. Cost $80.61 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $363 Shares 6,714 Est. Cost $31.24 Unrealized +47.7%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $362 Shares 5,057 Est. Cost $46.99 Unrealized +21.7%
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $357 Shares 9,037 Est. Cost $38.41 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $354 Shares 662 Est. Cost $10.09 Unrealized +32.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $323 Shares 888 Est. Cost $301.32 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $318 Shares 1,466 Est. Cost $92.61 Unrealized +90.7%
XMLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $314 Shares 5,994 Est. Cost $47.73 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $282 Shares 16,924 Est. Cost $12.36 Unrealized -6.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $275 Shares 780 Est. Cost $199.57 Unrealized +65.2%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $270 Shares 6,983 Est. Cost $18.40 Unrealized +66.5%
PSA PUBLIC STORAGE 0.1%
Value ($000) $260 Shares 1,053 Est. Cost $146.80 Unrealized +28.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $242 Shares 4,342 Est. Cost $55.56 Unrealized -22.1%
META FACEBOOK INC 0.1%
Value ($000) $233 Shares 792 Est. Cost $160.16 Unrealized +66.9%
C CITIGROUP INC 0.1%
Value ($000) $232 Shares 3,189 Est. Cost $56.08 Unrealized +0.2%
DVY ISHARES TR 0.1%
Value ($000) $231 Shares 2,023 Est. Cost $88.92 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $222 Shares 1,387 Est. Cost $121.48 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $212 Shares 5,844 Est. Cost $20.84 Unrealized +34.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $204 Shares 2,796 Est. Cost $64.10 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $202 Shares 2,053 Est. Cost $72.82 Unrealized
MMM 3M CO 0.1%
Value ($000) $199 Shares 1,033 Est. Cost $108.93 Unrealized +14.8%
GENERAL ELECTRIC CO 0.1%
Value ($000) $195 Shares 14,851 Est. Cost $20.41 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $189 Shares 2,599 Est. Cost $69.38 Unrealized +10.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $184 Shares 2,175 Est. Cost $45.29 Unrealized +49.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $174 Shares 2,762 Est. Cost $41.71 Unrealized +22.3%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $166 Shares 708 Est. Cost $230.23 Unrealized
BANF BANCFIRST CORP 0.1%
Value ($000) $163 Shares 2,300 Est. Cost $38.34 Unrealized +57.6%
CPRT COPART INC 0.1%
Value ($000) $160 Shares 1,476 Est. Cost $25.19 Unrealized +11.9%
MINT PIMCO ETF TR 0.1%
Value ($000) $158 Shares 1,551 Est. Cost $101.31 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $156 Shares 1,112 Est. Cost $76.74 Unrealized
AVT AVNET INC 0.1%
Value ($000) $151 Shares 3,640 Est. Cost $36.06 Unrealized -5.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $150 Shares 2,000 Est. Cost $52.05 Unrealized +13.6%
IBB ISHARES TR 0.1%
Value ($000) $150 Shares 997 Est. Cost $126.44 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $149 Shares 643 Est. Cost $145.84 Unrealized +29.7%
HD HOME DEPOT INC 0.1%
Value ($000) $148 Shares 484 Est. Cost $170.62 Unrealized +43.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $146 Shares 886 Est. Cost $122.94 Unrealized +14.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $139 Shares 286 Est. Cost $336.52 Unrealized +32.5%
INTC INTEL CORP 0.1%
Value ($000) $139 Shares 2,179 Est. Cost $29.17 Unrealized +85.4%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $138 Shares 1,012 Est. Cost $123.52 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $138 Shares 1,551 Est. Cost $58.12 Unrealized +14.9%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $136 Shares 898 Est. Cost $111.84 Unrealized
LINDE PLC 0.1%
Value ($000) $133 Shares 474 Est. Cost $156.83 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $131 Shares 2,553 Est. Cost $33.97 Unrealized -10.5%
NFLX NETFLIX INC 0.1%
Value ($000) $131 Shares 252 Est. Cost $50.70 Unrealized +4.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $131 Shares 489 Est. Cost $102.43 Unrealized +123.4%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $129 Shares 918 Est. Cost $106.75 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $124 Shares 1,038 Est. Cost $59.76 Unrealized +87.7%
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $123 Shares 6,669 Est. Cost $25.66 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $122 Shares 920 Est. Cost $60.37 Unrealized +47.8%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $117 Shares 8,750 Est. Cost $10.17 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $113 Shares 1,142 Est. Cost $75.84 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $113 Shares 1,613 Est. Cost $35.06 Unrealized +72.9%
SRE SEMPRA ENERGY 0.1%
Value ($000) $111 Shares 839 Est. Cost $39.41 Unrealized +34.7%
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $109 Shares 4,065 Est. Cost $23.28 Unrealized
VREX VAREX IMAGING CORP 0.1%
Value ($000) $106 Shares 5,180 Est. Cost $28.93 Unrealized -26.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $105 Shares 2,036 Est. Cost $32.64 Unrealized +24.4%
ETF MANAGERS TR 0.0%
Value ($000) $104 Shares 1,890 Est. Cost $26.63 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $104 Shares 3,318 Est. Cost $26.84 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $102 Shares 1,326 Est. Cost $49.00 Unrealized +28.7%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $101 Shares 1,046 Est. Cost $65.33 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $101 Shares 935 Est. Cost $60.81 Unrealized +46.2%
XTN SPDR SER TR 0.0%
Value ($000) $101 Shares 1,160 Est. Cost $74.16 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $101 Shares 956 Est. Cost $53.52 Unrealized +65.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $101 Shares 762 Est. Cost $67.84 Unrealized +91.2%
BJK VANECK VECTORS ETF TR 0.0%
Value ($000) $101 Shares 1,895 Est. Cost $48.22 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $100 Shares 2,303 Est. Cost $35.69 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $99 Shares 2,569 Est. Cost $34.25 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $99 Shares 2,149 Est. Cost $41.20 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $97 Shares 350 Est. Cost $107.12 Unrealized +125.3%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $92 Shares 257 Est. Cost $120.62 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $91 Shares 1,081 Est. Cost $61.10 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $90 Shares 408 Est. Cost $150.71 Unrealized
BA BOEING CO 0.0%
Value ($000) $89 Shares 351 Est. Cost $205.97 Unrealized +7.9%
SMMV ISHARES TR 0.0%
Value ($000) $87 Shares 2,353 Est. Cost $33.42 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $85 Shares 450 Est. Cost $106.84 Unrealized +46.6%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $79 Shares 223 Est. Cost $303.12 Unrealized +12.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $76 Shares 357 Est. Cost $133.47 Unrealized
SMH VANECK VECTORS ETF TR 0.0%
Value ($000) $74 Shares 302 Est. Cost $101.86 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $72 Shares 750 Est. Cost $41.24 Unrealized +70.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $71 Shares 50 Est. Cost $7.89 Unrealized +266.6%
ITOT ISHARES TR 0.0%
Value ($000) $68 Shares 747 Est. Cost $82.13 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $68 Shares 2,545 Est. Cost $30.97 Unrealized -23.8%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $66 Shares 1,345 Est. Cost $30.48 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $66 Shares 466 Est. Cost $60.98 Unrealized +103.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 392 Est. Cost $106.26 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $64 Shares 286 Est. Cost $136.36 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $63 Shares 1,341 Est. Cost $35.05 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $63 Shares 2,600 Est. Cost $3.62 Unrealized +725.4%
NKE NIKE INC 0.0%
Value ($000) $61 Shares 461 Est. Cost $46.42 Unrealized +179.1%
EIX EDISON INTL 0.0%
Value ($000) $60 Shares 1,018 Est. Cost $48.33 Unrealized -2.6%
PCG PG&E CORP 0.0%
Value ($000) $59 Shares 5,027 Est. Cost $45.13 Unrealized -74.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $59 Shares 261 Est. Cost $100.02 Unrealized +91.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $58 Shares 1,221 Est. Cost $37.16 Unrealized +3.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $58 Shares 496 Est. Cost $98.27 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $58 Shares 264 Est. Cost $141.44 Unrealized +33.0%
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $58 Shares 1,674 Est. Cost $25.76 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $55 Shares 988 Est. Cost $40.60 Unrealized -0.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $53 Shares 539 Est. Cost $70.40 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $52 Shares 809 Est. Cost $57.76 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $51 Shares 673 Est. Cost $68.97 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $50 Shares 1,027 Est. Cost $73.47 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $49 Shares 1,445 Est. Cost $25.31 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $49 Shares 432 Est. Cost $118.06 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $48 Shares 1,511 Est. Cost $31.13 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $46 Shares 277 Est. Cost $111.91 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $45 Shares 474 Est. Cost $33.83 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $45 Shares 500 Est. Cost $43.41 Unrealized +79.2%
ABT ABBOTT LABS 0.0%
Value ($000) $44 Shares 370 Est. Cost $36.93 Unrealized +194.2%
IYF ISHARES TR 0.0%
Value ($000) $44 Shares 586 Est. Cost $84.61 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $44 Shares 308 Est. Cost $116.62 Unrealized +1.1%
EEM ISHARES TR 0.0%
Value ($000) $42 Shares 789 Est. Cost $39.35 Unrealized
VFMF VANGUARD WELLINGTON FD 0.0%
Value ($000) $41 Shares 423 Est. Cost $81.77 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $41 Shares 840 Est. Cost $44.67 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $41 Shares 500 Est. Cost $52.24 Unrealized +19.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $41 Shares 111 Est. Cost $129.15 Unrealized +147.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $41 Shares 696 Est. Cost $34.99 Unrealized +42.3%
CARZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $39 Shares 673 Est. Cost $39.60 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $39 Shares 290 Est. Cost $124.78 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $38 Shares 500 Est. Cost $51.02 Unrealized +14.6%
RY ROYAL BK CDA 0.0%
Value ($000) $37 Shares 400 Est. Cost $64.82 Unrealized +34.3%
PHM PULTE GROUP INC 0.0%
Value ($000) $37 Shares 712 Est. Cost $17.07 Unrealized +160.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $36 Shares 270 Est. Cost $99.52 Unrealized -1.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $36 Shares 411 Est. Cost $93.27 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $36 Shares 598 Est. Cost $40.03 Unrealized +13.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $35 Shares 542 Est. Cost $57.07 Unrealized -6.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $35 Shares 317 Est. Cost $66.22 Unrealized +42.0%
FDX FEDEX CORP 0.0%
Value ($000) $34 Shares 121 Est. Cost $173.08 Unrealized +35.3%
F FORD MTR CO DEL 0.0%
Value ($000) $34 Shares 2,773 Est. Cost $6.04 Unrealized +43.7%
HLAL LISTED FD TR 0.0%
Value ($000) $34 Shares 972 Est. Cost $34.98 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $34 Shares 265 Est. Cost $117.44 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $34 Shares 100 Est. Cost $81.24 Unrealized +361.1%
IWR ISHARES TR 0.0%
Value ($000) $33 Shares 448 Est. Cost $79.80 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $33 Shares 1,975 Est. Cost $31.60 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $82.00 Unrealized
VMWARE INC 0.0%
Value ($000) $31 Shares 206 Est. Cost $118.96 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $31 Shares 371 Est. Cost $48.56 Unrealized +47.1%
CRM SALESFORCE COM INC 0.0%
Value ($000) $31 Shares 144 Est. Cost $228.56 Unrealized -3.8%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $31 Shares 340 Est. Cost $102.16 Unrealized
CSX CSX CORP 0.0%
Value ($000) $31 Shares 323 Est. Cost $9.89 Unrealized +189.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $30 Shares 328 Est. Cost $62.61 Unrealized +8.3%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $30 Shares 436 Est. Cost $104.72 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 439 Est. Cost $54.99 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $22.50 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $29 Shares 1,692 Est. Cost $13.30 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 390 Est. Cost $41.85 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $28 Shares 102 Est. Cost $186.99 Unrealized +16.3%
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $26 Shares 850 Est. Cost $35.29 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $138.94 Unrealized +77.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $24 Shares 100 Est. Cost $144.69 Unrealized +55.9%
IJK ISHARES TR 0.0%
Value ($000) $24 Shares 308 Est. Cost $85.63 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $23 Shares 70 Est. Cost $122.30 Unrealized +220.5%
BARRICK GOLD CORP 0.0%
Value ($000) $23 Shares 1,178 Est. Cost $19.52 Unrealized
WMT WALMART INC 0.0%
Value ($000) $23 Shares 168 Est. Cost $27.95 Unrealized +55.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $23 Shares 1,050 Est. Cost $26.67 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $22 Shares 357 Est. Cost $52.12 Unrealized -6.1%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $22 Shares 1,174 Est. Cost $12.59 Unrealized +13.4%
IJJ ISHARES TR 0.0%
Value ($000) $22 Shares 220 Est. Cost $93.32 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $22 Shares 305 Est. Cost $69.08 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $21 Shares 250 Est. Cost $72.00 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $21 Shares 140 Est. Cost $60.77 Unrealized +126.5%
BIIB BIOGEN INC 0.0%
Value ($000) $20 Shares 71 Est. Cost $296.43 Unrealized -9.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $20 Shares 62 Est. Cost $200.04 Unrealized +38.4%
AMGN AMGEN INC 0.0%
Value ($000) $20 Shares 80 Est. Cost $114.37 Unrealized +79.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $19 Shares 78 Est. Cost $86.33 Unrealized +122.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $19 Shares 250 Est. Cost $57.61 Unrealized +8.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $19 Shares 110 Est. Cost $12.32 Unrealized +139.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $19 Shares 314 Est. Cost $30.56 Unrealized +60.1%
SPYG SPDR SER TR 0.0%
Value ($000) $19 Shares 340 Est. Cost $50.24 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $19 Shares 113 Est. Cost $106.19 Unrealized
DE DEERE & CO 0.0%
Value ($000) $19 Shares 50 Est. Cost $81.42 Unrealized +277.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $19 Shares 114 Est. Cost $85.10 Unrealized +55.1%
ICLN ISHARES TR 0.0%
Value ($000) $19 Shares 794 Est. Cost $24.39 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $18 Shares 817 Est. Cost $17.46 Unrealized +14.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $18 Shares 37 Est. Cost $236.62 Unrealized +97.5%
SNA SNAP ON INC 0.0%
Value ($000) $18 Shares 80 Est. Cost $129.99 Unrealized +33.6%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 187 Est. Cost $101.60 Unrealized
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) $17 Shares 200 Est. Cost $73.63 Unrealized +29.4%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $17 Shares 350 Est. Cost $28.57 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $16 Shares 200 Est. Cost $55.37 Unrealized +26.4%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $16 Shares 50 Est. Cost $115.62 Unrealized +134.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $16 Shares 213 Est. Cost $54.61 Unrealized +19.5%
ARTY ISHARES TR 0.0%
Value ($000) $15 Shares 350 Est. Cost $39.16 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $15 Shares 1,920 Est. Cost $13.02 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $14 Shares 239 Est. Cost $46.50 Unrealized -2.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 282 Est. Cost $28.37 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $68.75 Unrealized +56.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $13 Shares 350 Est. Cost $17.29 Unrealized +62.9%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $13 Shares 210 Est. Cost $40.64 Unrealized +6.1%
LEXINGTON REALTY TRUST 0.0%
Value ($000) $13 Shares 1,198 Est. Cost $10.85 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $12 Shares 533 Est. Cost $15.01 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $12 Shares 275 Est. Cost $74.18 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $12 Shares 79 Est. Cost $88.61 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $12 Shares 239 Est. Cost $48.50 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $12 Shares 220 Est. Cost $31.25 Unrealized +26.1%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 117 Est. Cost $94.83 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 178 Est. Cost $37.17 Unrealized +24.4%
HSY HERSHEY CO 0.0%
Value ($000) $11 Shares 71 Est. Cost $79.47 Unrealized +68.7%
BYND BEYOND MEAT INC 0.0%
Value ($000) $11 Shares 83 Est. Cost $116.12 Unrealized +26.6%
TTCFQ TATTOOED CHEF INC 0.0%
Value ($000) $11 Shares 561 Est. Cost $22.43 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $11 Shares 91 Est. Cost $87.91 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $11 Shares 50 Est. Cost $165.57 Unrealized +19.9%
AFL AFLAC INC 0.0%
Value ($000) $11 Shares 220 Est. Cost $34.91 Unrealized +22.8%
APARTMENT INCOME REIT CORP 0.0%
Value ($000) $11 Shares 247 Est. Cost $36.44 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS 0.0%
Value ($000) $10 Shares 200 Est. Cost $27.17 Unrealized +61.2%
VTRS VIATRIS INC 0.0%
Value ($000) $10 Shares 691 Est. Cost $13.33 Unrealized -0.1%
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 +56.5%
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 286 Est. Cost $34.97 Unrealized
NORDSTROM INC 0.0%
Value ($000) $9 Shares 236 Est. Cost $49.13 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $9 Shares 2,025 Est. Cost $8.76 Unrealized
BP BP PLC 0.0%
Value ($000) $9 Shares 350 Est. Cost $38.37 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 52 Est. Cost $96.15 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $8 Shares 116 Est. Cost $39.56 Unrealized +57.4%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $60.97 Unrealized +4.7%
TSLA TESLA INC 0.0%
Value ($000) $8 Shares 12 Est. Cost $251.06 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 57 Est. Cost $87.72 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $7 Shares 89 Est. Cost $57.75 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.66 Unrealized -17.0%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $7 Shares 110 Est. Cost $45.04 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $21.37 Unrealized +44.1%
KBA KRANESHARES TR 0.0%
Value ($000) $7 Shares 159 Est. Cost $26.69 Unrealized
INDY ISHARES TR 0.0%
Value ($000) $7 Shares 166 Est. Cost $30.12 Unrealized
VIACOMCBS INC 0.0%
Value ($000) $7 Shares 161 Est. Cost $39.55 Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $6 Shares 409 Est. Cost $14.43 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 71 Est. Cost $49.18 Unrealized +93.4%
REEDS INC 0.0%
Value ($000) $6 Shares 4,975 Est. Cost $1.99 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $6 Shares 136 Est. Cost $25.02 Unrealized +67.5%
HRB BLOCK H & R INC 0.0%
Value ($000) $6 Shares 280 Est. Cost $16.08 Unrealized -0.2%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $6 Shares 10 Est. Cost $269.28 Unrealized +132.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $6 Shares 28 Est. Cost $66.37 Unrealized +199.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $330.82 Unrealized +42.4%
NTCT NETSCOUT SYS INC 0.0%
Value ($000) $6 Shares 220 Est. Cost $30.68 Unrealized -4.4%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $72.37 Unrealized +252.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $6 Shares 112 Est. Cost $34.23 Unrealized +30.3%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $5 Shares 123 Est. Cost $26.06 Unrealized +33.8%
MET METLIFE INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $34.82 Unrealized +36.7%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $5 Shares 80 Est. Cost $40.87 Unrealized +14.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $5 Shares 134 Est. Cost $37.89 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $5 Shares 42 Est. Cost $106.41 Unrealized +1.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $27.24 Unrealized +6.7%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 142 Est. Cost $34.02 Unrealized
PPL PPL CORP 0.0%
Value ($000) $5 Shares 190 Est. Cost $23.47 Unrealized -1.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $24.16 Unrealized +55.4%
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 +26.0%
ARKW ARK ETF TR 0.0%
Value ($000) $4 Shares 27 Est. Cost $148.15 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $4 Shares 456 Est. Cost $9.58 Unrealized
GXDW GLOBAL X FDS 0.0%
Value ($000) $4 Shares 92 Est. Cost $43.48 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $4 Shares 160 Est. Cost $25.00 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $3 Shares 11 Est. Cost $103.92 Unrealized +119.2%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $3 Shares 75 Est. Cost $41.08 Unrealized +38.7%
SNY SANOFI 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $3 Shares 20 Est. Cost $148.94 Unrealized +10.5%
JUNIPER NETWORKS INC 0.0%
Value ($000) $3 Shares 114 Est. Cost $26.32 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 81 Est. Cost $53.72 Unrealized -46.7%
XOP SPDR SER TR 0.0%
Value ($000) $3 Shares 35 Est. Cost $29.39 Unrealized
CRESY CRESUD S A C I F Y A 0.0%
Value ($000) $2 Shares 435 Est. Cost $14.43 Unrealized
DESKTOP METAL INC 0.0%
Value ($000) $2 Shares 140 Est. Cost $14.29 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 50 Est. Cost $17.13 Unrealized +112.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $2 Shares 62 Est. Cost $26.28 Unrealized +8.1%
INVA INNOVIVA INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.71 Unrealized -4.9%
AVGO BROADCOM INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $19.73 Unrealized +111.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 86 Est. Cost $21.34 Unrealized +23.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.48 Unrealized +27.9%
IWD ISHARES TR 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
AIV APARTMENT INVT & MGMT CO 0.0%
Value ($000) $2 Shares 247 Est. Cost $4.05 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 42 Est. Cost $32.49 Unrealized +12.4%
ARCT ARCTURUS THERAPEUTICS HLDGS 0.0%
Value ($000) $2 Shares 47 Est. Cost $59.61 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $2 Shares 15 Est. Cost $135.65 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $47.37 Unrealized +220.2%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $42.79 Unrealized +70.0%
VYX NCR CORP NEW 0.0%
Value ($000) $2 Shares 42 Est. Cost $21.82 Unrealized +0.8%
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 112 Est. Cost $17.86 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $14.73 Unrealized +31.3%
HYG ISHARES TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $87.96 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 12 Est. Cost $100.00 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 231 Est. Cost $4.65 Unrealized
TWITTER INC 0.0%
Value ($000) $1 Shares 12 Est. Cost Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.07 Unrealized +40.5%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $31.86 Unrealized +59.0%
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 37 Est. Cost $20.86 Unrealized +27.5%
GM GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $23.47 Unrealized +118.3%
AMLP ALPS ETF TR 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
TBPH THERAVANCE BIOPHARMA INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.73 Unrealized +1.5%
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.94 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized +9.1%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.51 Unrealized +36.5%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.19 Unrealized +4.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $63.04 Unrealized -62.4%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.05 Unrealized -24.0%
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.96 Unrealized +92.4%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.77 Unrealized +7.0%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $10.83 Unrealized 0.0%