TILIA FIDUCIARY PARTNERS, INC. Diversified Active

CIK: 0001910210 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 27, 2022

Total Value ($000): $98,991 (100.0% shares, 0.0% debt)

Holdings (527)

AAPL APPLE INC 4.4%
Value ($000) $4,401 Shares 31,665 Est. Cost $153.90 Unrealized +0.2%
PEP PEPSICO INC COM 3.4%
Value ($000) $3,377 Shares 20,772 Est. Cost $143.45 Unrealized +7.6%
TIP ISHARES TIPS BOND ETF 3.4%
Value ($000) $3,366 Shares 31,901 Est. Cost $129.21 Unrealized
SCHP SCHWAB US TIPS ETF 3.0%
Value ($000) $2,937 Shares 56,595 Est. Cost $62.89 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 2.3%
Value ($000) $2,312 Shares 48,623 Est. Cost $50.77 Unrealized
AMZN AMAZON COM INC COM 2.2%
Value ($000) $2,214 Shares 19,727 Est. Cost $127.27 Unrealized -0.7%
MSFT MICROSOFT 2.2%
Value ($000) $2,135 Shares 9,473 Est. Cost $304.76 Unrealized -15.7%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 1.8%
Value ($000) $1,801 Shares 36,717 Est. Cost $53.88 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 1.7%
Value ($000) $1,712 Shares 27,777 Est. Cost $84.39 Unrealized
GOOGL GOOGLE INC 1.7%
Value ($000) $1,700 Shares 17,495 Est. Cost $111.56 Unrealized -1.3%
V VISA INC 1.6%
Value ($000) $1,606 Shares 8,966 Est. Cost $207.60 Unrealized -4.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 1.5%
Value ($000) $1,526 Shares 18,038 Est. Cost $80.68 Unrealized +3.9%
LOW LOWES COS INC COM 1.4%
Value ($000) $1,429 Shares 7,275 Est. Cost $218.44 Unrealized -16.5%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 1.4%
Value ($000) $1,419 Shares 14,708 Est. Cost $78.02 Unrealized +13.7%
COST COSTCO WHOLESALE CORP 1.4%
Value ($000) $1,351 Shares 2,863 Est. Cost $488.32 Unrealized +2.0%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $1,344 Shares 13,183 Est. Cost $144.87 Unrealized -27.1%
UNH UNITEDHEALTH GROUP 1.4%
Value ($000) $1,339 Shares 2,679 Est. Cost $424.25 Unrealized +16.7%
NSC NORFOLK SOUTHERN CRP 1.3%
Value ($000) $1,292 Shares 6,073 Est. Cost $252.82 Unrealized -11.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.2%
Value ($000) $1,213 Shares 4,537 Est. Cost $289.35 Unrealized -1.7%
SHW SHERWIN WILLIAMS CO COM 1.2%
Value ($000) $1,197 Shares 5,853 Est. Cost $307.45 Unrealized -25.3%
ADP AUTOMATIC DATA PROCESSING INC COM 1.2%
Value ($000) $1,192 Shares 5,266 Est. Cost $206.98 Unrealized +5.8%
WMT WALMART INC COM 1.2%
Value ($000) $1,177 Shares 8,874 Est. Cost $45.01 Unrealized -6.7%
TSCO TRACTOR SUPPLY CO 1.1%
Value ($000) $1,135 Shares 5,651 Est. Cost $40.55 Unrealized -9.5%
HCA HCA INC 1.1%
Value ($000) $1,128 Shares 5,565 Est. Cost $233.47 Unrealized -17.1%
FCN FTI CONSULTING INC COM 1.1%
Value ($000) $1,122 Shares 6,283 Est. Cost $168.19 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 1.1%
Value ($000) $1,090 Shares 6,188 Est. Cost $158.00 Unrealized +8.8%
SYK STRYKER CORPORATION COM 1.1%
Value ($000) $1,056 Shares 4,995 Est. Cost $245.94 Unrealized -17.5%
BR BROADRIDGE FIN SOL 1.0%
Value ($000) $1,029 Shares 7,226 Est. Cost $162.17 Unrealized -5.6%
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 1.0%
Value ($000) $1,027 Shares 7,977 Est. Cost $162.75 Unrealized
DIS DISNEY WALT CO COM 1.0%
Value ($000) $1,015 Shares 10,897 Est. Cost $153.56 Unrealized -31.9%
LDOS LEIDOS HOLDINGS INC COM 1.0%
Value ($000) $1,007 Shares 11,029 Est. Cost $89.38 Unrealized +4.7%
QCOM QUALCOMM INC 1.0%
Value ($000) $982 Shares 8,928 Est. Cost $143.38 Unrealized -11.4%
MAR MARRIOTT INTL INC NEW CL A 1.0%
Value ($000) $949 Shares 6,839 Est. Cost $151.76 Unrealized -2.7%
CANADIAN PAC RY LTD COM 1.0%
Value ($000) $946 Shares 13,938 Est. Cost $73.45 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.9%
Value ($000) $904 Shares 4,588 Est. Cost $357.91 Unrealized -39.7%
IJR ISHARES S&P SMALLCAP 600 ETF 0.9%
Value ($000) $877 Shares 9,784 Est. Cost $110.34 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.9%
Value ($000) $859 Shares 11,609 Est. Cost $81.12 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.9%
Value ($000) $855 Shares 10,992 Est. Cost $107.52 Unrealized -16.7%
CRM SALESFORCE INC COM 0.8%
Value ($000) $818 Shares 5,737 Est. Cost $266.83 Unrealized -37.2%
TNET TRINET GROUP INC COM 0.8%
Value ($000) $810 Shares 11,456 Est. Cost $79.30 Unrealized 0.0%
NTR NUTRIEN LTD COM 0.8%
Value ($000) $803 Shares 9,728 Est. Cost $77.02 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.8%
Value ($000) $791 Shares 10,548 Est. Cost $77.11 Unrealized
INTU INTUIT COM 0.8%
Value ($000) $773 Shares 2,015 Est. Cost $594.53 Unrealized -28.9%
META META PLATFORMS INC CL A 0.8%
Value ($000) $750 Shares 5,832 Est. Cost $303.85 Unrealized -47.0%
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value ($000) $733 Shares 12,716 Est. Cost $124.91 Unrealized -31.8%
LECO LINCOLN ELEC HLDGS INC 0.7%
Value ($000) $683 Shares 5,540 Est. Cost $131.90 Unrealized +2.3%
BAC BK OF AMERICA CORP COM 0.7%
Value ($000) $661 Shares 22,210 Est. Cost $39.19 Unrealized -22.0%
HD HOME DEPOT 0.7%
Value ($000) $657 Shares 2,323 Est. Cost $338.77 Unrealized -20.1%
LII LENNOX INTL INC COM 0.6%
Value ($000) $633 Shares 2,820 Est. Cost $277.07 Unrealized -17.3%
PTC PTC INC COM 0.6%
Value ($000) $625 Shares 5,831 Est. Cost $119.59 Unrealized -4.6%
VPU VANGUARD UTILITIES 0.6%
Value ($000) $592 Shares 4,271 Est. Cost $138.61 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $591 Shares 6,028 Est. Cost $112.39 Unrealized -1.4%
AMEDISYS INC COM 0.6%
Value ($000) $590 Shares 6,326 Est. Cost $150.60 Unrealized
MCD MCDONALDS CORP COM 0.6%
Value ($000) $584 Shares 2,463 Est. Cost $229.54 Unrealized +2.9%
PANW PALO ALTO NETWORKS INC COM 0.6%
Value ($000) $579 Shares 3,679 Est. Cost $86.62 Unrealized -0.0%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $564 Shares 3,466 Est. Cost $145.85 Unrealized +4.8%
MA MASTERCARD INC 0.6%
Value ($000) $563 Shares 1,967 Est. Cost $337.78 Unrealized -3.7%
YUM YUM! BRANDS INC 0.6%
Value ($000) $550 Shares 5,224 Est. Cost $118.20 Unrealized -8.0%
HON HONEYWELL INTL INC 0.5%
Value ($000) $532 Shares 3,065 Est. Cost $185.07 Unrealized -12.4%
TYL TYLER TECHNOLOGIES INC COM 0.5%
Value ($000) $532 Shares 1,614 Est. Cost $502.51 Unrealized -26.0%
ABT ABBOTT LABS COM 0.5%
Value ($000) $530 Shares 5,213 Est. Cost $118.56 Unrealized -15.6%
SBUX STARBUCKS CORP 0.5%
Value ($000) $528 Shares 6,121 Est. Cost $98.67 Unrealized -20.6%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $518 Shares 3,316 Est. Cost $150.63 Unrealized +3.9%
LLY LILLY ELI & CO COM 0.5%
Value ($000) $483 Shares 1,473 Est. Cost $243.96 Unrealized +26.3%
UNP UNION PAC CORP COM 0.5%
Value ($000) $481 Shares 2,497 Est. Cost $210.49 Unrealized -3.0%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.5%
Value ($000) $463 Shares 10,937 Est. Cost $81.44 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $456 Shares 4,652 Est. Cost $59.37 Unrealized +37.0%
AXON AXON ENTERPRISE INC COM 0.4%
Value ($000) $440 Shares 3,628 Est. Cost $167.89 Unrealized -32.5%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $427 Shares 5,135 Est. Cost $185.40 Unrealized -52.3%
IJH ISHARES CORE S&P MID CAP ETF 0.4%
Value ($000) $424 Shares 1,879 Est. Cost $281.86 Unrealized
ETSY ETSY INC COM 0.4%
Value ($000) $424 Shares 4,017 Est. Cost $221.19 Unrealized -53.9%
NKE NIKE INC CLASS B 0.4%
Value ($000) $413 Shares 4,696 Est. Cost $144.53 Unrealized -29.7%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $411 Shares 810 Est. Cost $352.70 Unrealized +27.8%
XYZ BLOCK INC CL A 0.4%
Value ($000) $373 Shares 6,972 Est. Cost $174.41 Unrealized -59.4%
ABBV ABBVIE INC COM 0.4%
Value ($000) $371 Shares 2,623 Est. Cost $103.12 Unrealized +23.3%
SPGI S&P GLOBAL INC COM 0.4%
Value ($000) $361 Shares 1,224 Est. Cost $441.83 Unrealized -21.3%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.4%
Value ($000) $347 Shares 3,013 Est. Cost $169.26 Unrealized -26.6%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $346 Shares 1,052 Est. Cost $432.51 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.3%
Value ($000) $320 Shares 5,174 Est. Cost $80.12 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.3%
Value ($000) $317 Shares 5,318 Est. Cost $85.15 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $315 Shares 3,517 Est. Cost $86.39 Unrealized +8.8%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $314 Shares 1,999 Est. Cost $114.75 Unrealized +15.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $309 Shares 751 Est. Cost $319.33 Unrealized +19.2%
YUMC YUM CHINA HLDGS INC COM 0.3%
Value ($000) $305 Shares 6,899 Est. Cost $53.96 Unrealized -11.0%
AMGN AMGEN INC 0.3%
Value ($000) $288 Shares 1,175 Est. Cost $188.14 Unrealized +15.8%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $283 Shares 1,223 Est. Cost $259.17 Unrealized -12.7%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $256 Shares 2,057 Est. Cost $134.13 Unrealized -2.6%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $255 Shares 1,372 Est. Cost $209.38 Unrealized -13.2%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $224 Shares 5,652 Est. Cost $48.95 Unrealized
FDS FACTSET RESEARCH SYS INC 0.2%
Value ($000) $212 Shares 511 Est. Cost $431.08 Unrealized -5.0%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $206 Shares 1,401 Est. Cost $165.00 Unrealized -13.0%
QQQ POWERSHARES QQQ TR 0.2%
Value ($000) $206 Shares 786 Est. Cost $395.99 Unrealized
CTAS CINTAS CORP COM 0.2%
Value ($000) $195 Shares 495 Est. Cost $103.28 Unrealized -4.1%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $188 Shares 824 Est. Cost $185.49 Unrealized +13.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $180 Shares 6,407 Est. Cost $38.83 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $179 Shares 946 Est. Cost $239.16 Unrealized -4.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.2%
Value ($000) $168 Shares 1,709 Est. Cost $101.51 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $165 Shares 3,030 Est. Cost $50.38 Unrealized +11.3%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.2%
Value ($000) $164 Shares 1,874 Est. Cost $99.17 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $162 Shares 1,195 Est. Cost $168.81 Unrealized
FE FIRSTENERGY CORP 0.2%
Value ($000) $154 Shares 4,195 Est. Cost $32.61 Unrealized +5.4%
SCHW CHARLES SCHWAB CORP 0.2%
Value ($000) $153 Shares 2,134 Est. Cost $76.51 Unrealized -13.5%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $153 Shares 708 Est. Cost $297.14 Unrealized -6.0%
TRV TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $150 Shares 943 Est. Cost $143.90 Unrealized +5.8%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $149 Shares 828 Est. Cost $187.52 Unrealized -8.2%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $148 Shares 2,291 Est. Cost $65.35 Unrealized +4.1%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $146 Shares 1,923 Est. Cost $77.35 Unrealized -0.3%
SYY SYSCO CORP COM 0.1%
Value ($000) $146 Shares 1,984 Est. Cost $68.78 Unrealized +10.1%
BROS DUTCH BROS INC CL A 0.1%
Value ($000) $145 Shares 4,901 Est. Cost $55.52 Unrealized -32.2%
HSY HERSHEY CO COM 0.1%
Value ($000) $144 Shares 638 Est. Cost $163.59 Unrealized +25.5%
CB CHUBB LIMITED COM 0.1%
Value ($000) $144 Shares 778 Est. Cost $177.58 Unrealized +2.3%
PFE PFIZER INC COM 0.1%
Value ($000) $138 Shares 3,284 Est. Cost $40.51 Unrealized -0.3%
LINDE PLC SHS 0.1%
Value ($000) $133 Shares 489 Est. Cost $345.60 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $132 Shares 1,696 Est. Cost $86.59 Unrealized -10.4%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $131 Shares 1,024 Est. Cost $145.62 Unrealized -11.5%
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.1%
Value ($000) $130 Shares 4,212 Est. Cost $39.42 Unrealized
CSX CSX CORP 0.1%
Value ($000) $128 Shares 4,815 Est. Cost $33.01 Unrealized -10.3%
XPO XPO LOGISTICS INC COM 0.1%
Value ($000) $125 Shares 2,551 Est. Cost $46.47 Unrealized -33.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $124 Shares 1,145 Est. Cost $109.87 Unrealized +2.0%
MRK MERCK & CO INC 0.1%
Value ($000) $124 Shares 1,360 Est. Cost $69.89 Unrealized +15.1%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $124 Shares 411 Est. Cost $458.54 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $115 Shares 3,211 Est. Cost $40.39 Unrealized -11.5%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $114 Shares 449 Est. Cost $337.66 Unrealized -18.6%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $113 Shares 273 Est. Cost $516.72 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $113 Shares 1,455 Est. Cost $55.25 Unrealized +22.7%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $112 Shares 1,263 Est. Cost $80.49 Unrealized +8.9%
TGT TARGET CORP COM 0.1%
Value ($000) $111 Shares 719 Est. Cost $178.10 Unrealized -19.7%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $110 Shares 2,390 Est. Cost $38.61 Unrealized +12.0%
CI CIGNA CORP 0.1%
Value ($000) $110 Shares 378 Est. Cost $197.24 Unrealized +34.2%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $109 Shares 426 Est. Cost $283.33 Unrealized -8.6%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.1%
Value ($000) $106 Shares 2,688 Est. Cost $69.25 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $106 Shares 295 Est. Cost $474.16 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $105 Shares 756 Est. Cost $164.67 Unrealized -9.5%
OSK OSHKOSH TRUCK CORP 0.1%
Value ($000) $105 Shares 1,392 Est. Cost $101.52 Unrealized -24.7%
CBSH COMMERCE BANCSHARES INC COM 0.1%
Value ($000) $103 Shares 1,498 Est. Cost $54.83 Unrealized +2.6%
GNRC GENERAC HLDGS INC COM 0.1%
Value ($000) $102 Shares 673 Est. Cost $402.36 Unrealized -43.0%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $102 Shares 216 Est. Cost $411.62 Unrealized +10.6%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.1%
Value ($000) $97 Shares 2,794 Est. Cost $89.86 Unrealized -50.8%
VIRTUS EQUITY & CONV INCM FD COM 0.1%
Value ($000) $94 Shares 4,619 Est. Cost $30.09 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $94 Shares 129 Est. Cost $43.28 Unrealized +7.7%
DOV DOVER CORP COM 0.1%
Value ($000) $93 Shares 780 Est. Cost $152.41 Unrealized -19.8%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $93 Shares 1,089 Est. Cost $104.57 Unrealized -8.3%
DG DOLLAR GEN CORP 0.1%
Value ($000) $93 Shares 388 Est. Cost $206.36 Unrealized +12.4%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $93 Shares 1,442 Est. Cost $65.27 Unrealized -8.2%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $91 Shares 1,150 Est. Cost $115.65 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $88 Shares 251 Est. Cost $214.77 Unrealized +58.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $88 Shares 2,544 Est. Cost $48.87 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $84 Shares 1,091 Est. Cost $83.48 Unrealized -9.9%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $83 Shares 473 Est. Cost $219.47 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $82 Shares 1,285 Est. Cost $120.37 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $81 Shares 1,069 Est. Cost $86.77 Unrealized
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $80 Shares 5,202 Est. Cost $19.36 Unrealized -9.4%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $79 Shares 730 Est. Cost $121.92 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $79 Shares 268 Est. Cost $356.48 Unrealized -16.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $78 Shares 156 Est. Cost $590.10 Unrealized -6.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $76 Shares 882 Est. Cost $76.31 Unrealized +6.1%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $76 Shares 1,103 Est. Cost $70.92 Unrealized +2.2%
SNA SNAP ON INC COM 0.1%
Value ($000) $74 Shares 355 Est. Cost $191.57 Unrealized +3.0%
ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES 0.1%
Value ($000) $72 Shares 270 Est. Cost $165.09 Unrealized -17.8%
VO VANGUARD MID CAP 0.1%
Value ($000) $71 Shares 375 Est. Cost $254.69 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.1%
Value ($000) $70 Shares 1,253 Est. Cost $137.63 Unrealized -44.7%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $70 Shares 274 Est. Cost $258.99 Unrealized -7.1%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $69 Shares 914 Est. Cost $77.71 Unrealized -0.4%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $69 Shares 594 Est. Cost $27.12 Unrealized -41.8%
HDV ISHARES TR HIGH DIVID EQUITY FD 0.1%
Value ($000) $68 Shares 722 Est. Cost $97.72 Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.1%
Value ($000) $67 Shares 3,046 Est. Cost $29.72 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $67 Shares 2,686 Est. Cost $45.96 Unrealized -29.7%
DE DEERE & CO COM 0.1%
Value ($000) $66 Shares 181 Est. Cost $341.13 Unrealized -4.3%
TRMB TRIMBLE INC COM 0.1%
Value ($000) $66 Shares 1,254 Est. Cost $85.87 Unrealized -26.3%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $65 Shares 625 Est. Cost $112.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $65 Shares 937 Est. Cost $49.23 Unrealized +26.5%
AMP AMERIPRISE FINANCIAL INC. 0.1%
Value ($000) $64 Shares 241 Est. Cost $278.30 Unrealized -9.9%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $64 Shares 518 Est. Cost $85.78 Unrealized +28.0%
SJM J M SMUCKER CO NEW 0.1%
Value ($000) $64 Shares 454 Est. Cost $111.01 Unrealized +9.2%
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.1%
Value ($000) $62 Shares 760 Est. Cost $85.71 Unrealized
IVV ISHARES S&P 500 INDEX 0.1%
Value ($000) $62 Shares 174 Est. Cost $476.44 Unrealized
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $62 Shares 398 Est. Cost $118.01 Unrealized +16.4%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $62 Shares 960 Est. Cost $78.16 Unrealized -11.4%
BALL BALL CORP COM 0.1%
Value ($000) $61 Shares 1,268 Est. Cost $86.57 Unrealized -32.3%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.1%
Value ($000) $60 Shares 900 Est. Cost $84.44 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $60 Shares 1,521 Est. Cost $49.45 Unrealized -19.0%
MMM 3M CO COM 0.1%
Value ($000) $57 Shares 525 Est. Cost $125.53 Unrealized -23.2%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.1%
Value ($000) $56 Shares 1,456 Est. Cost $74.12 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $56 Shares 715 Est. Cost $107.71 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $56 Shares 929 Est. Cost $43.92 Unrealized +27.9%
BLACKROCK INC 0.1%
Value ($000) $56 Shares 105 Est. Cost $876.63 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $56 Shares 1,129 Est. Cost $55.21 Unrealized
FCNCA FIRST CITIZENS BANCSHARES INC 0.1%
Value ($000) $55 Shares 67 Est. Cost $822.07 Unrealized -6.1%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $54 Shares 481 Est. Cost $115.26 Unrealized -0.8%
FTNT FORTINET INC COM 0.1%
Value ($000) $54 Shares 1,105 Est. Cost $60.67 Unrealized -10.7%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $53 Shares 946 Est. Cost $56.11 Unrealized +0.9%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $53 Shares 236 Est. Cost $230.92 Unrealized +1.6%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.1%
Value ($000) $53 Shares 589 Est. Cost $112.86 Unrealized
WOLFSPEED INC COM 0.1%
Value ($000) $52 Shares 496 Est. Cost $110.89 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $52 Shares 1,071 Est. Cost $50.97 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $51 Shares 638 Est. Cost $64.69 Unrealized
T AT&T INC COM 0.1%
Value ($000) $51 Shares 3,435 Est. Cost $14.67 Unrealized +2.8%
UHS UNIVERSAL HLTH SVCS 0.1%
Value ($000) $50 Shares 547 Est. Cost $125.78 Unrealized -19.2%
BA BOEING CO COM 0.1%
Value ($000) $50 Shares 383 Est. Cost $202.43 Unrealized -24.2%
BRO BROWN & BROWN INC 0.0%
Value ($000) $49 Shares 796 Est. Cost $62.78 Unrealized -2.0%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $48 Shares 8,466 Est. Cost $8.39 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $48 Shares 372 Est. Cost $126.00 Unrealized +6.2%
DHI D R HORTON INC 0.0%
Value ($000) $47 Shares 646 Est. Cost $92.30 Unrealized -22.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $47 Shares 1,305 Est. Cost $50.83 Unrealized
BSV VANGUARD SHORT TERM BOND 0.0%
Value ($000) $47 Shares 634 Est. Cost $80.27 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $46 Shares 273 Est. Cost $184.82 Unrealized -7.7%
RSPT RYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $45 Shares 204 Est. Cost $323.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $45 Shares 285 Est. Cost $167.36 Unrealized -4.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $45 Shares 700 Est. Cost $58.13 Unrealized +4.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $45 Shares 1,286 Est. Cost $50.21 Unrealized -25.1%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $44 Shares 1,461 Est. Cost $38.91 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $43 Shares 619 Est. Cost $289.71 Unrealized -75.9%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $42 Shares 1,620 Est. Cost $51.16 Unrealized -33.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $42 Shares 200 Est. Cost $295.00 Unrealized
COHEN & STEERS TOTAL RETURN FUND 0.0%
Value ($000) $42 Shares 3,376 Est. Cost $17.18 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $42 Shares 398 Est. Cost $92.93 Unrealized +3.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $40 Shares 595 Est. Cost $81.12 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $40 Shares 491 Est. Cost $99.14 Unrealized -18.5%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $40 Shares 293 Est. Cost $140.43 Unrealized -5.0%
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $39 Shares 986 Est. Cost $33.14 Unrealized +18.2%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.0%
Value ($000) $39 Shares 279 Est. Cost $199.40 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $37 Shares 615 Est. Cost $71.91 Unrealized -14.7%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $37 Shares 304 Est. Cost $142.38 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $37 Shares 491 Est. Cost $139.59 Unrealized -33.0%
LAM RESEARCH CORP 0.0%
Value ($000) $37 Shares 113 Est. Cost $720.59 Unrealized
IYF ISHARES DJ U.S. FINANCIAL SECTOR ETF 0.0%
Value ($000) $36 Shares 524 Est. Cost $87.04 Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $36 Shares 101 Est. Cost $297.41 Unrealized +8.3%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $35 Shares 493 Est. Cost $86.37 Unrealized -4.1%
MACQUARIE GLOBAL INFRASTRUCTURE TOTALRETURN FD INC 0.0%
Value ($000) $35 Shares 1,807 Est. Cost $24.35 Unrealized
NUVEEN S&P 500 DYNAMIC OVERWRI COM 0.0%
Value ($000) $34 Shares 2,250 Est. Cost $18.67 Unrealized
CALAMOS STRATEGIC TOTAL RETURN FD 0.0%
Value ($000) $34 Shares 2,730 Est. Cost $19.41 Unrealized
AN AUTONATION INC COM 0.0%
Value ($000) $34 Shares 331 Est. Cost $116.62 Unrealized +0.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $33 Shares 1,906 Est. Cost $15.03 Unrealized -1.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $33 Shares 740 Est. Cost $32.85 Unrealized +0.6%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $33 Shares 387 Est. Cost $73.21 Unrealized +19.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $32 Shares 270 Est. Cost $173.29 Unrealized
LABORATORY CORP OF AMERICA 0.0%
Value ($000) $32 Shares 155 Est. Cost $316.13 Unrealized
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $32 Shares 952 Est. Cost $47.27 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $31 Shares 136 Est. Cost $308.06 Unrealized -28.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $31 Shares 360 Est. Cost $79.41 Unrealized +14.3%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $31 Shares 236 Est. Cost $114.53 Unrealized +18.8%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $30 Shares 381 Est. Cost $88.12 Unrealized
NCNO NCINO INC COM 0.0%
Value ($000) $30 Shares 952 Est. Cost $45.79 Unrealized -26.4%
VFC V F CORP COM 0.0%
Value ($000) $30 Shares 1,050 Est. Cost $73.05 Unrealized -40.9%
CALAMOS GLOBAL DYNAMIC INCOME FD 0.0%
Value ($000) $30 Shares 5,389 Est. Cost $10.02 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $30 Shares 194 Est. Cost $219.91 Unrealized -11.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $30 Shares 354 Est. Cost $96.09 Unrealized -9.2%
WELL HEALTH CARE REIT INC 0.0%
Value ($000) $29 Shares 496 Est. Cost $75.03 Unrealized -4.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $29 Shares 296 Est. Cost $105.62 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $29 Shares 194 Est. Cost $174.32 Unrealized -1.4%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $28 Shares 54 Est. Cost $452.39 Unrealized +12.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $28 Shares 184 Est. Cost $156.21 Unrealized -2.5%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $28 Shares 915 Est. Cost $40.38 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $28 Shares 415 Est. Cost $88.27 Unrealized
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $27 Shares 802 Est. Cost $73.14 Unrealized -51.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $27 Shares 254 Est. Cost $132.51 Unrealized -10.0%
VGK VANGUARD EUROPEAN 0.0%
Value ($000) $27 Shares 583 Est. Cost $68.34 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $27 Shares 393 Est. Cost $31.99 Unrealized +25.0%
FLRN SPDRBARCLAYS INVESTMENT GRADEFLOATING RATE ETF 0.0%
Value ($000) $27 Shares 886 Est. Cost $30.47 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $26 Shares 2,312 Est. Cost $15.14 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $26 Shares 151 Est. Cost $257.31 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $25 Shares 205 Est. Cost $78.85 Unrealized +23.9%
PII POLARIS INDS INC 0.0%
Value ($000) $25 Shares 252 Est. Cost $117.80 Unrealized -4.8%
UNM UNUM GROUP COM 0.0%
Value ($000) $25 Shares 600 Est. Cost $33.85 Unrealized +8.1%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $25 Shares 406 Est. Cost $88.90 Unrealized -21.1%
EATON VANCE TAX ADV DIV INC 0.0%
Value ($000) $24 Shares 1,090 Est. Cost $29.36 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $24 Shares 450 Est. Cost $87.59 Unrealized -35.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $23 Shares 166 Est. Cost $167.81 Unrealized -13.6%
SKY SKYLINE CHAMPION CORPORATION COM 0.0%
Value ($000) $23 Shares 396 Est. Cost $72.19 Unrealized -19.2%
KR KROGER CO COM 0.0%
Value ($000) $23 Shares 494 Est. Cost $45.03 Unrealized -2.1%
CMI CUMMINS INC COM 0.0%
Value ($000) $23 Shares 104 Est. Cost $205.83 Unrealized -4.7%
AGG ISHARES AGGREGATE BOND ETF 0.0%
Value ($000) $23 Shares 238 Est. Cost $114.11 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $23 Shares 474 Est. Cost $36.19 Unrealized +20.8%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $23 Shares 189 Est. Cost $148.15 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $22 Shares 420 Est. Cost $74.41 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $22 Shares 80 Est. Cost $366.81 Unrealized -8.8%
ATKR ATKORE INC COM 0.0%
Value ($000) $22 Shares 257 Est. Cost $98.02 Unrealized -14.9%
ACM AECOM COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $67.51 Unrealized +1.6%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $21 Shares 455 Est. Cost $140.21 Unrealized -56.2%
D DOMINION RESOURCES INC 0.0%
Value ($000) $21 Shares 330 Est. Cost $62.89 Unrealized +8.7%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 400 Est. Cost $49.84 Unrealized +4.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $21 Shares 235 Est. Cost $114.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $21 Shares 581 Est. Cost $48.88 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $21 Shares 102 Est. Cost $303.92 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $20 Shares 351 Est. Cost $62.34 Unrealized -7.6%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $75.64 Unrealized -5.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $19 Shares 145 Est. Cost $158.62 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $19 Shares 335 Est. Cost $54.05 Unrealized +11.9%
POR PORTLAND GENERAL ELECTRIC CO 0.0%
Value ($000) $19 Shares 439 Est. Cost $41.75 Unrealized +5.1%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $19 Shares 167 Est. Cost $118.44 Unrealized +2.8%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $19 Shares 90 Est. Cost $196.31 Unrealized +13.9%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $18 Shares 391 Est. Cost $40.39 Unrealized +7.3%
AFG AMERICAN FINL GROUP INC O 0.0%
Value ($000) $18 Shares 144 Est. Cost $97.80 Unrealized +6.6%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $18 Shares 275 Est. Cost $61.08 Unrealized +9.7%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $18 Shares 327 Est. Cost $76.29 Unrealized -25.4%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $18 Shares 109 Est. Cost $184.81 Unrealized -8.6%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $18 Shares 322 Est. Cost $82.61 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $18 Shares 628 Est. Cost $42.63 Unrealized -31.4%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $18 Shares 107 Est. Cost $198.21 Unrealized -13.9%
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $18 Shares 151 Est. Cost $165.49 Unrealized -28.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $17 Shares 208 Est. Cost $105.77 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $25.29 Unrealized -10.9%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 171 Est. Cost $132.26 Unrealized
REVANCE THERAPEUTICS INC COM 0.0%
Value ($000) $17 Shares 600 Est. Cost $16.67 Unrealized
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $17 Shares 105 Est. Cost $204.37 Unrealized -18.0%
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.0%
Value ($000) $17 Shares 545 Est. Cost $31.58 Unrealized -12.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $17 Shares 296 Est. Cost $73.17 Unrealized -24.4%
UGI UGI CORP NEW COM 0.0%
Value ($000) $17 Shares 509 Est. Cost $44.46 Unrealized -11.3%
VRSN VERISIGN INC COM 0.0%
Value ($000) $16 Shares 93 Est. Cost $229.23 Unrealized -20.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $16 Shares 139 Est. Cost $62.64 Unrealized +40.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $75.59 Unrealized +13.6%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $16 Shares 185 Est. Cost $103.83 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $16 Shares 116 Est. Cost $163.79 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 69 Est. Cost $203.81 Unrealized +5.3%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $16 Shares 279 Est. Cost $76.43 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $16 Shares 630 Est. Cost $33.65 Unrealized
DOC HEALTH CARE PPTY INVS INC 0.0%
Value ($000) $16 Shares 700 Est. Cost $27.38 Unrealized -21.2%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $16 Shares 205 Est. Cost $137.46 Unrealized -30.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $15 Shares 213 Est. Cost $84.51 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $15 Shares 335 Est. Cost $56.16 Unrealized -30.2%
BRKR BRUKER CORP COM 0.0%
Value ($000) $15 Shares 272 Est. Cost $79.02 Unrealized -25.3%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $15 Shares 154 Est. Cost $131.96 Unrealized -15.5%
RYN RAYONIER INC REIT 0.0%
Value ($000) $15 Shares 450 Est. Cost $40.00 Unrealized
FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $21.00 Unrealized
RMD RESMED INC 0.0%
Value ($000) $15 Shares 68 Est. Cost $249.79 Unrealized -11.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $15 Shares 180 Est. Cost $116.64 Unrealized -17.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $15 Shares 89 Est. Cost $224.72 Unrealized
RVTY PERKINELMER INC COM 0.0%
Value ($000) $15 Shares 123 Est. Cost $179.04 Unrealized -21.9%
NTRA NATERA INC COM 0.0%
Value ($000) $15 Shares 380 Est. Cost $103.78 Unrealized -54.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $14 Shares 1,219 Est. Cost $18.55 Unrealized -26.7%
STX SEAGATE TECHNOLOGY 0.0%
Value ($000) $14 Shares 262 Est. Cost $71.80 Unrealized -10.1%
GLW CORNING INC COM 0.0%
Value ($000) $14 Shares 472 Est. Cost $33.34 Unrealized -7.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $14 Shares 80 Est. Cost $229.86 Unrealized
EVTC EVERTEC INC COM 0.0%
Value ($000) $14 Shares 435 Est. Cost $45.34 Unrealized -23.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $14 Shares 328 Est. Cost $83.33 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $14 Shares 186 Est. Cost $73.27 Unrealized +22.0%
BLACKROCK CREDIT ALLOC INCOME TRUST 0.0%
Value ($000) $14 Shares 1,464 Est. Cost $15.03 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $108.57 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $14 Shares 62 Est. Cost $212.48 Unrealized +8.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $14 Shares 320 Est. Cost $54.10 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $13 Shares 162 Est. Cost $116.14 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $13 Shares 90 Est. Cost $210.50 Unrealized -23.3%
HUM HUMANA INC COM 0.0%
Value ($000) $13 Shares 26 Est. Cost $425.27 Unrealized +10.4%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $13 Shares 56 Est. Cost $425.92 Unrealized -29.1%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $13 Shares 300 Est. Cost $57.56 Unrealized -18.8%
BETZ ROUNDHILL SPORTS BETTING & IGAMING ETF 0.0%
Value ($000) $13 Shares 954 Est. Cost $24.84 Unrealized
PSCF INVESCO S&P SMALLCAP FINANCIALS ETF 0.0%
Value ($000) $13 Shares 294 Est. Cost $61.22 Unrealized
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $13 Shares 202 Est. Cost $108.91 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 271 Est. Cost $58.88 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $12 Shares 235 Est. Cost $29.21 Unrealized -23.8%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $12 Shares 192 Est. Cost $61.38 Unrealized -29.6%
AOS AO SMITH CORP. 0.0%
Value ($000) $12 Shares 250 Est. Cost $70.77 Unrealized -23.7%
AFL AFLAC INC COM 0.0%
Value ($000) $12 Shares 201 Est. Cost $51.47 Unrealized +6.0%
MTZ MASTEC INC COM 0.0%
Value ($000) $11 Shares 175 Est. Cost $91.39 Unrealized -15.3%
IMCB ISHARES TR MID CORE INDEX FD 0.0%
Value ($000) $11 Shares 207 Est. Cost $73.17 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $11 Shares 120 Est. Cost $99.90 Unrealized -13.1%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $11 Shares 129 Est. Cost $105.01 Unrealized -17.8%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $284.96 Unrealized -1.1%
DEO DIAGEO PLC 0.0%
Value ($000) $11 Shares 65 Est. Cost $215.38 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $11 Shares 188 Est. Cost $77.92 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $625.08 Unrealized -39.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $11 Shares 175 Est. Cost $54.72 Unrealized +22.3%
MHK MOHAWK INDS INC 0.0%
Value ($000) $11 Shares 110 Est. Cost $178.47 Unrealized -35.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $11 Shares 275 Est. Cost $48.11 Unrealized -18.5%
PWB POWERSHARES DYNAMIC 0.0%
Value ($000) $11 Shares 200 Est. Cost $80.00 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $11 Shares 80 Est. Cost $150.02 Unrealized -5.0%
GLD SPDR GOLD ETF 0.0%
Value ($000) $11 Shares 71 Est. Cost $164.25 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $11 Shares 465 Est. Cost $31.21 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $11 Shares 160 Est. Cost $38.92 Unrealized -9.5%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $11 Shares 139 Est. Cost $68.63 Unrealized +14.4%
DOW DOW INC COM 0.0%
Value ($000) $11 Shares 257 Est. Cost $45.34 Unrealized -8.5%
BNY MELLON STRATEGIC MUNS INC COM 0.0%
Value ($000) $10 Shares 1,600 Est. Cost $8.75 Unrealized
PSCU INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF 0.0%
Value ($000) $10 Shares 196 Est. Cost $66.33 Unrealized
PSCI INVESCO S&P SMALLCAP INDUSTRIALS ETF 0.0%
Value ($000) $10 Shares 121 Est. Cost $99.17 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $10 Shares 153 Est. Cost $77.42 Unrealized
IXN ISHARES TRUST S&P GLOBAL INFO TECHNOLOGY 0.0%
Value ($000) $10 Shares 242 Est. Cost $65.13 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $10 Shares 55 Est. Cost $320.55 Unrealized -33.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $10 Shares 92 Est. Cost $108.85 Unrealized -13.8%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $9 Shares 159 Est. Cost $82.80 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $9 Shares 275 Est. Cost $43.68 Unrealized -20.2%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $9 Shares 114 Est. Cost $81.23 Unrealized +10.1%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $9 Shares 191 Est. Cost $47.12 Unrealized
CTRA CABOT OIL & GAS CP COM 0.0%
Value ($000) $9 Shares 327 Est. Cost $16.87 Unrealized +46.5%
RSPH RYDEX S&P EQUAL WEIGHT HEALTH CARE 0.0%
Value ($000) $9 Shares 36 Est. Cost $333.33 Unrealized
SPIB SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF 0.0%
Value ($000) $9 Shares 298 Est. Cost $34.47 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 85 Est. Cost $115.77 Unrealized -8.0%
F FORD MOTOR COMPANY 0.0%
Value ($000) $9 Shares 774 Est. Cost $14.01 Unrealized -22.5%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $8 Shares 49 Est. Cost $186.80 Unrealized -15.3%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $8 Shares 110 Est. Cost $158.57 Unrealized -47.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $8 Shares 108 Est. Cost $60.13 Unrealized +5.7%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $8 Shares 190 Est. Cost $227.99 Unrealized -72.5%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $8 Shares 270 Est. Cost $46.14 Unrealized -27.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 166 Est. Cost $76.47 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $7 Shares 63 Est. Cost $84.55 Unrealized +17.5%
RLGT RADIANT LOGISTICS INC COM 0.0%
Value ($000) $7 Shares 1,300 Est. Cost $7.19 Unrealized -2.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $7 Shares 174 Est. Cost $49.71 Unrealized -19.1%
VV VANGUARD LARGE CAP 0.0%
Value ($000) $7 Shares 44 Est. Cost $227.27 Unrealized
EZM WISDOMTREE MIDCAP EARNINGS ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $53.95 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $7 Shares 182 Est. Cost $54.14 Unrealized -18.9%
PINS PINTEREST INC CL A 0.0%
Value ($000) $7 Shares 290 Est. Cost $20.92 Unrealized +4.8%
PBA PEMBINA PIPELINE CORPORATION 0.0%
Value ($000) $7 Shares 224 Est. Cost $25.94 Unrealized +16.9%
MFS HIGH INCOME MUN TR SH BEN INT 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $5.00 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $113.68 Unrealized +19.3%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $7 Shares 32 Est. Cost $239.53 Unrealized -5.3%
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $6 Shares 600 Est. Cost $13.33 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $6 Shares 63 Est. Cost $89.69 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 70 Est. Cost $71.28 Unrealized +5.8%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $6 Shares 85 Est. Cost $82.00 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $6 Shares 630 Est. Cost $14.29 Unrealized
OWLET INC COM CL A 0.0%
Value ($000) $6 Shares 5,850 Est. Cost $2.74 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $219.07 Unrealized +25.7%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $6 Shares 50 Est. Cost $126.72 Unrealized -19.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $6 Shares 42 Est. Cost $106.90 Unrealized +7.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $160.41 Unrealized -12.7%
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value ($000) $6 Shares 555 Est. Cost $16.22 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $6 Shares 160 Est. Cost $35.18 Unrealized -3.9%
EQIX EQUINIX INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $738.08 Unrealized -17.4%
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $114.16 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $5 Shares 842 Est. Cost $17.11 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $5 Shares 135 Est. Cost $46.70 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $5 Shares 170 Est. Cost $21.79 Unrealized +21.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $463.97 Unrealized -14.1%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $5 Shares 175 Est. Cost $29.20 Unrealized -4.5%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $5 Shares 50 Est. Cost $170.20 Unrealized -34.9%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $434.96 Unrealized -12.3%
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $125.00 Unrealized
SCL STEPAN CO COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $120.64 Unrealized -13.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $104.48 Unrealized
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.56 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $395.00 Unrealized -16.1%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $5 Shares 182 Est. Cost $31.98 Unrealized -5.8%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $4 Shares 137 Est. Cost $79.09 Unrealized -56.9%
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 0.0%
Value ($000) $4 Shares 153 Est. Cost $33.11 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 155 Est. Cost $43.11 Unrealized -35.9%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $4 Shares 207 Est. Cost $36.95 Unrealized
GEF GREIF INC CL A 0.0%
Value ($000) $4 Shares 62 Est. Cost $56.48 Unrealized +5.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $124.82 Unrealized -23.3%
EXTR EXTREME NETWORKS COM 0.0%
Value ($000) $4 Shares 285 Est. Cost $12.25 Unrealized +3.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $98.04 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $4 Shares 35 Est. Cost $171.43 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $185.86 Unrealized +2.6%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $4 Shares 36 Est. Cost $106.49 Unrealized +8.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $4 Shares 478 Est. Cost $22.08 Unrealized -59.7%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $4 Shares 125 Est. Cost $97.14 Unrealized -57.4%
AVALARA INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $125.00 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $4 Shares 103 Est. Cost $38.29 Unrealized -12.7%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $4 Shares 61 Est. Cost $66.43 Unrealized -0.8%
IAC IAC INC COM NEW 0.0%
Value ($000) $4 Shares 76 Est. Cost $112.79 Unrealized -50.1%
FORM FORMFACTOR INC COM 0.0%
Value ($000) $4 Shares 138 Est. Cost $40.94 Unrealized -20.7%
VMWARE INC CL A CLASS A 0.0%
Value ($000) $4 Shares 40 Est. Cost $125.00 Unrealized
AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW 0.0%
Value ($000) $4 Shares 1,100 Est. Cost $14.41 Unrealized -64.1%
LWLG LIGHTWAVE LOGIC INC COM 0.0%
Value ($000) $3 Shares 487 Est. Cost $9.37 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $168.65 Unrealized -39.7%
NFLX NETFLIX INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $52.11 Unrealized -57.4%
ROST ROSS STORES INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $106.60 Unrealized -23.3%
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $162.50 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $147.48 Unrealized -22.1%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $106.80 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $3 Shares 111 Est. Cost $31.47 Unrealized -1.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $142.00 Unrealized -35.1%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $83.08 Unrealized -5.5%
ICLR ICON PLC SHS 0.0%
Value ($000) $3 Shares 16 Est. Cost $279.80 Unrealized -22.2%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $3 Shares 358 Est. Cost $27.39 Unrealized -60.9%
IDT IDT CORP CL B NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.82 Unrealized -49.4%
POLISHED COM INC COM 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $2.43 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $89.74 Unrealized
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $55.23 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $208.33 Unrealized
CEDAR FAIR L P DEPOSITRY UNIT 0.0%
Value ($000) $3 Shares 88 Est. Cost $45.45 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $378.89 Unrealized -47.8%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $3 Shares 38 Est. Cost $78.95 Unrealized
MGA MAGNA INTL INC CL A 0.0%
Value ($000) $3 Shares 66 Est. Cost $70.50 Unrealized -27.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.70 Unrealized -3.1%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $30.45 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $2 Shares 33 Est. Cost $81.30 Unrealized -15.5%
MDB MONGODB INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $512.04 Unrealized -43.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $88.25 Unrealized -53.3%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $2 Shares 11 Est. Cost $233.56 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 Shares 44 Est. Cost $42.47 Unrealized 0.0%
SONO SONOS INC COM 0.0%
Value ($000) $2 Shares 166 Est. Cost $31.80 Unrealized -44.2%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $2 Shares 11 Est. Cost $348.46 Unrealized -52.5%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $499.43 Unrealized -30.7%
VIMEO INC COMMON STOCK 0.0%
Value ($000) $2 Shares 424 Est. Cost $6.25 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 835 Est. Cost $5.94 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $2 Shares 73 Est. Cost $47.89 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $2 Shares 42 Est. Cost $87.36 Unrealized -17.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $34.80 Unrealized -10.8%
RVLPQ RVL PHARMACEUTICALS PLC SHS 0.0%
Value ($000) $1 Shares 435 Est. Cost $1.94 Unrealized 0.0%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $1 Shares 423 Est. Cost $8.25 Unrealized
OUTFRONT MEDIA INC COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $46.01 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $405.97 Unrealized -23.6%
CREATIVE REALITIES INC COM NEW 0.0%
Value ($000) $1 Shares 2,325 Est. Cost $0.43 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $236.00 Unrealized -77.6%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $365.21 Unrealized -13.0%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $1 Shares 71 Est. Cost $38.38 Unrealized -65.6%
SIFY TECHNOLOGIES LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.33 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 27 Est. Cost $25.42 Unrealized +2.9%
POLWQ POLISHED COM INC WT EXP 060226 0.0%
Value ($000) $1 Shares 7,650 Est. Cost $1.20 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $40.25 Unrealized -33.4%
SPGM SPDR INDEX SHARES FUNDS SPDR MSCI ACWIIMI ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $299.07 Unrealized -73.3%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $31.32 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.59 Unrealized -51.8%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.14 Unrealized
ALLBIRDS INC COM CL A 0.0%
Value ($000) $0 Shares 130 Est. Cost $15.38 Unrealized
CDLX CARDLYTICS INC COM 0.0%
Value ($000) $0 Shares 58 Est. Cost $76.45 Unrealized -81.4%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.43 Unrealized -59.7%
FUBO FUBOTV INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $23.42 Unrealized -84.7%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DHT DHT HOLDINGS INC SHS NEW 0.0%
Value ($000) $0 Shares 66 Est. Cost $5.75 Unrealized 0.0%
CREATIVE REALITIES INC WT EXP 110922 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
VERVE THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
MAPS WM TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 75 Est. Cost $9.80 Unrealized -71.0%
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $30.86 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.63 Unrealized -46.7%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $56.00 Unrealized
PRLB PROTO LABS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $46.37 Unrealized -6.5%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NE NOBLE CORP PLC ORD SHS A 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.79 Unrealized 0.0%
ASENSUS SURGICAL INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $0 Shares 95 Est. Cost $10.53 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $91.78 Unrealized -54.6%
MRNA MODERNA INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $292.38 Unrealized -48.1%