SAGE PRIVATE WEALTH GROUP, LLC Diversified Active

CIK: 0001845635 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 8, 2022

Total Value ($000): $75,713 (100.0% shares, 0.0% debt)

Holdings (191)

IWB ISHARES TR 19.7%
Value ($000) $14,912 Shares 75,567 Est. Cost $212.63 Unrealized
CALF PACER FDS TR 18.0%
Value ($000) $13,648 Shares 419,930 Est. Cost $39.82 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 8.5%
Value ($000) $6,405 Shares 267,896 Est. Cost $25.82 Unrealized
EDV VANGUARD WORLD FD 7.8%
Value ($000) $5,923 Shares 68,310 Est. Cost $86.71 Unrealized
CME CME GROUP INC 6.7%
Value ($000) $5,094 Shares 28,759 Est. Cost $179.36 Unrealized -4.9%
ICE INTERCONTINENTAL EXCHANGE IN 6.5%
Value ($000) $4,920 Shares 54,458 Est. Cost $113.24 Unrealized -15.4%
COIN COINBASE GLOBAL INC 4.0%
Value ($000) $3,024 Shares 46,889 Est. Cost $175.56 Unrealized -60.2%
VGLT VANGUARD SCOTTSDALE FDS 3.0%
Value ($000) $2,301 Shares 36,552 Est. Cost $62.95 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $1,539 Shares 11,132 Est. Cost $120.36 Unrealized +28.2%
MSFT MICROSOFT CORP 1.2%
Value ($000) $910 Shares 3,907 Est. Cost $251.81 Unrealized +2.0%
KO COCA COLA CO 0.6%
Value ($000) $488 Shares 8,710 Est. Cost $44.40 Unrealized +26.2%
MO ALTRIA GROUP INC 0.6%
Value ($000) $443 Shares 10,973 Est. Cost $26.77 Unrealized +23.5%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $425 Shares 4,069 Est. Cost $102.56 Unrealized +3.0%
SBUX STARBUCKS CORP 0.6%
Value ($000) $418 Shares 4,958 Est. Cost $85.56 Unrealized -8.4%
AMZN AMAZON COM INC 0.5%
Value ($000) $403 Shares 3,567 Est. Cost $126.95 Unrealized -0.4%
IWN ISHARES TR 0.5%
Value ($000) $398 Shares 3,083 Est. Cost $159.74 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $369 Shares 1,597 Est. Cost $194.70 Unrealized +21.4%
RL RALPH LAUREN CORP 0.5%
Value ($000) $365 Shares 4,301 Est. Cost $103.46 Unrealized -15.0%
TJX TJX COS INC NEW 0.5%
Value ($000) $364 Shares 5,855 Est. Cost $56.69 Unrealized +5.6%
CSCO CISCO SYS INC 0.5%
Value ($000) $358 Shares 8,944 Est. Cost $37.91 Unrealized +5.6%
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $339 Shares 1,512 Est. Cost $174.28 Unrealized +30.2%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $332 Shares 5,527 Est. Cost $42.50 Unrealized +24.6%
TGT TARGET CORP 0.4%
Value ($000) $329 Shares 2,213 Est. Cost $145.36 Unrealized -1.7%
MRK MERCK & CO INC 0.4%
Value ($000) $318 Shares 3,687 Est. Cost $68.27 Unrealized +17.8%
V VISA INC 0.4%
Value ($000) $310 Shares 1,743 Est. Cost $197.64 Unrealized +0.4%
UNP UNION PAC CORP 0.4%
Value ($000) $310 Shares 1,591 Est. Cost $189.77 Unrealized +7.6%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $309 Shares 2,293 Est. Cost $104.52 Unrealized +38.7%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $309 Shares 5,639 Est. Cost $50.35 Unrealized +12.4%
ETN EATON CORP PLC 0.4%
Value ($000) $304 Shares 2,280 Est. Cost $113.93 Unrealized +17.1%
DIS DISNEY WALT CO 0.4%
Value ($000) $302 Shares 3,197 Est. Cost $141.26 Unrealized -26.0%
CB CHUBB LIMITED 0.4%
Value ($000) $301 Shares 1,654 Est. Cost $149.42 Unrealized +21.6%
AVGO BROADCOM INC 0.4%
Value ($000) $301 Shares 678 Est. Cost $48.44 Unrealized -0.7%
HD HOME DEPOT INC 0.4%
Value ($000) $297 Shares 1,075 Est. Cost $254.94 Unrealized +6.2%
EL LAUDER ESTEE COS INC 0.4%
Value ($000) $292 Shares 1,354 Est. Cost $223.63 Unrealized +7.6%
MPC MARATHON PETE CORP 0.4%
Value ($000) $291 Shares 2,932 Est. Cost $39.28 Unrealized +121.2%
DAL DELTA AIR LINES INC DEL 0.4%
Value ($000) $277 Shares 9,886 Est. Cost $35.59 Unrealized -13.2%
ALK ALASKA AIR GROUP INC 0.4%
Value ($000) $273 Shares 6,979 Est. Cost $59.63 Unrealized -26.4%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $264 Shares 929 Est. Cost $324.49 Unrealized +0.2%
WMT WALMART INC 0.3%
Value ($000) $256 Shares 1,973 Est. Cost $44.93 Unrealized -6.5%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $246 Shares 8,400 Est. Cost $41.57 Unrealized -19.0%
CSX CSX CORP 0.3%
Value ($000) $243 Shares 9,120 Est. Cost $29.58 Unrealized +0.1%
GOOG ALPHABET INC 0.3%
Value ($000) $235 Shares 2,440 Est. Cost $109.79 Unrealized +0.9%
FDS FACTSET RESH SYS INC 0.3%
Value ($000) $224 Shares 560 Est. Cost $326.20 Unrealized +25.5%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $219 Shares 1,340 Est. Cost $147.89 Unrealized +3.4%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $218 Shares 935 Est. Cost $242.59 Unrealized -6.7%
PEP PEPSICO INC 0.3%
Value ($000) $203 Shares 1,246 Est. Cost $121.08 Unrealized +27.5%
AFL AFLAC INC 0.2%
Value ($000) $180 Shares 3,204 Est. Cost $38.90 Unrealized +40.3%
DEO DIAGEO PLC 0.2%
Value ($000) $178 Shares 1,047 Est. Cost $158.80 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $178 Shares 1,410 Est. Cost $117.87 Unrealized -4.8%
TSLA TESLA INC 0.2%
Value ($000) $171 Shares 645 Est. Cost $244.65 Unrealized +14.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $165 Shares 4,347 Est. Cost $42.97 Unrealized -16.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $165 Shares 2,046 Est. Cost $94.61 Unrealized -14.6%
F FORD MTR CO DEL 0.2%
Value ($000) $162 Shares 14,437 Est. Cost $9.24 Unrealized +17.6%
ABBV ABBVIE INC 0.2%
Value ($000) $151 Shares 1,124 Est. Cost $87.19 Unrealized +45.8%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $150 Shares 3,134 Est. Cost $36.36 Unrealized +34.0%
INTU INTUIT 0.2%
Value ($000) $147 Shares 379 Est. Cost $361.25 Unrealized +17.0%
ABNB AIRBNB INC 0.2%
Value ($000) $145 Shares 1,382 Est. Cost $184.34 Unrealized -39.9%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $142 Shares 552 Est. Cost $236.36 Unrealized +16.2%
CRM SALESFORCE INC 0.2%
Value ($000) $142 Shares 989 Est. Cost $232.01 Unrealized -27.8%
BBY BEST BUY INC 0.2%
Value ($000) $141 Shares 2,229 Est. Cost $85.61 Unrealized -26.7%
SAM BOSTON BEER INC 0.2%
Value ($000) $137 Shares 423 Est. Cost $837.77 Unrealized -58.7%
QCOM QUALCOMM INC 0.2%
Value ($000) $125 Shares 1,105 Est. Cost $127.61 Unrealized -0.4%
RBLX ROBLOX CORP 0.2%
Value ($000) $120 Shares 3,335 Est. Cost $72.86 Unrealized -43.2%
STE STERIS PLC 0.2%
Value ($000) $115 Shares 691 Est. Cost $190.68 Unrealized +3.4%
HAS HASBRO INC 0.2%
Value ($000) $115 Shares 1,712 Est. Cost $73.95 Unrealized -8.1%
VFC V F CORP 0.1%
Value ($000) $101 Shares 3,372 Est. Cost $79.01 Unrealized -45.4%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $101 Shares 1,016 Est. Cost $76.21 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $93 Shares 1,121 Est. Cost $61.93 Unrealized +30.7%
INTC INTEL CORP 0.1%
Value ($000) $83 Shares 3,229 Est. Cost $44.54 Unrealized -27.5%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $82 Shares 951 Est. Cost $176.20 Unrealized -49.8%
PIONEER NAT RES CO 0.1%
Value ($000) $76 Shares 353 Est. Cost $112.71 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $74 Shares 953 Est. Cost $90.24 Unrealized
SONO SONOS INC 0.1%
Value ($000) $72 Shares 5,175 Est. Cost $31.45 Unrealized -43.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $66 Shares 400 Est. Cost $192.08 Unrealized -10.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $66 Shares 695 Est. Cost $62.59 Unrealized +40.0%
RKT ROCKET COS INC 0.1%
Value ($000) $64 Shares 10,187 Est. Cost $14.95 Unrealized -45.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $63 Shares 348 Est. Cost $194.12 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $62 Shares 332 Est. Cost $253.01 Unrealized -20.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $57 Shares 344 Est. Cost $163.73 Unrealized -1.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $56 Shares 2,360 Est. Cost $19.49 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $54 Shares 230 Est. Cost $44.65 Unrealized -50.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $54 Shares 560 Est. Cost $108.73 Unrealized +1.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $52 Shares 103 Est. Cost $308.19 Unrealized +60.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $48 Shares 174 Est. Cost $475.78 Unrealized -20.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $46 Shares 522 Est. Cost $31.38 Unrealized +159.3%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $45 Shares 941 Est. Cost $55.26 Unrealized
JBLU JETBLUE AWYS CORP 0.1%
Value ($000) $41 Shares 6,172 Est. Cost $13.72 Unrealized -40.7%
IWD ISHARES TR 0.1%
Value ($000) $39 Shares 285 Est. Cost $136.84 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $39 Shares 471 Est. Cost $85.22 Unrealized +12.9%
IWF ISHARES TR 0.1%
Value ($000) $38 Shares 182 Est. Cost $241.76 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 466 Est. Cost $85.84 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $36 Shares 201 Est. Cost $168.50 Unrealized +30.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $36 Shares 248 Est. Cost $129.28 Unrealized +11.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $35 Shares 1,138 Est. Cost $29.92 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $31 Shares 842 Est. Cost $30.42 Unrealized +26.5%
IGE ISHARES TR 0.0%
Value ($000) $30 Shares 868 Est. Cost $23.22 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 182 Est. Cost $167.86 Unrealized -4.7%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $27 Shares 185 Est. Cost $134.81 Unrealized +16.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $27 Shares 220 Est. Cost $86.64 Unrealized +32.3%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $27 Shares 379 Est. Cost $72.58 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $25 Shares 267 Est. Cost $75.68 Unrealized +24.2%
SHM SPDR SER TR 0.0%
Value ($000) $25 Shares 535 Est. Cost $46.73 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $25 Shares 804 Est. Cost $31.09 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $24 Shares 489 Est. Cost $40.18 Unrealized +23.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 116 Est. Cost $175.58 Unrealized +22.2%
IEFA ISHARES TR 0.0%
Value ($000) $24 Shares 452 Est. Cost $68.58 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $24 Shares 313 Est. Cost $50.80 Unrealized +33.4%
NI NISOURCE INC 0.0%
Value ($000) $23 Shares 912 Est. Cost $21.56 Unrealized +22.1%
HAL HALLIBURTON CO 0.0%
Value ($000) $22 Shares 886 Est. Cost $14.16 Unrealized +87.5%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $22 Shares 519 Est. Cost $44.42 Unrealized +9.1%
CI CIGNA CORP NEW 0.0%
Value ($000) $21 Shares 75 Est. Cost $180.92 Unrealized +46.3%
INVESTMENT MANAGERS SER TR 0.0%
Value ($000) $20 Shares 600 Est. Cost $41.67 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $20 Shares 51 Est. Cost $411.76 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $19 Shares 627 Est. Cost $23.66 Unrealized +29.3%
IBB ISHARES TR 0.0%
Value ($000) $18 Shares 155 Est. Cost $149.35 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $18 Shares 60 Est. Cost $440.95 Unrealized -21.1%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $18 Shares 124 Est. Cost $65.02 Unrealized +104.3%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $18 Shares 507 Est. Cost $34.62 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $17 Shares 201 Est. Cost $68.96 Unrealized +18.1%
USMV ISHARES TR 0.0%
Value ($000) $17 Shares 258 Est. Cost $69.77 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $16 Shares 71 Est. Cost $196.32 Unrealized +11.0%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $16 Shares 489 Est. Cost $41.19 Unrealized 0.0%
SDY SPDR SER TR 0.0%
Value ($000) $15 Shares 139 Est. Cost $107.91 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $15 Shares 430 Est. Cost $24.63 Unrealized +33.5%
GLD SPDR GOLD TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.00 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $15 Shares 92 Est. Cost $204.60 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 178 Est. Cost $112.99 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $14 Shares 849 Est. Cost $13.92 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $14 Shares 122 Est. Cost $88.73 Unrealized +29.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $13 Shares 180 Est. Cost $85.63 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $13 Shares 271 Est. Cost $50.31 Unrealized -2.9%
PFE PFIZER INC 0.0%
Value ($000) $13 Shares 303 Est. Cost $36.52 Unrealized +10.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $13 Shares 126 Est. Cost $137.36 Unrealized -22.5%
PII POLARIS INC 0.0%
Value ($000) $13 Shares 134 Est. Cost $95.69 Unrealized +17.2%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $13 Shares 204 Est. Cost $64.74 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $13 Shares 201 Est. Cost $59.26 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $136.91 Unrealized +17.2%
WPC WP CAREY INC 0.0%
Value ($000) $13 Shares 193 Est. Cost $67.36 Unrealized
PTLO PORTILLOS INC 0.0%
Value ($000) $13 Shares 643 Est. Cost $22.01 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $13 Shares 125 Est. Cost $93.67 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value ($000) $12 Shares 175 Est. Cost $62.20 Unrealized +1.7%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 263 Est. Cost $50.00 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $11 Shares 90 Est. Cost $211.11 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $11 Shares 834 Est. Cost $12.39 Unrealized -7.9%
CANADIAN PAC RY LTD 0.0%
Value ($000) $11 Shares 164 Est. Cost $70.08 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 666 Est. Cost $7.70 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $10 Shares 127 Est. Cost $80.00 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $10 Shares 276 Est. Cost $41.23 Unrealized -5.3%
IEMG ISHARES INC 0.0%
Value ($000) $10 Shares 224 Est. Cost $62.50 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 26 Est. Cost $346.15 Unrealized
SMMV ISHARES TR 0.0%
Value ($000) $9 Shares 269 Est. Cost $33.46 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $9 Shares 194 Est. Cost $56.70 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $8 Shares 92 Est. Cost $58.42 Unrealized +22.8%
BP BP PLC 0.0%
Value ($000) $8 Shares 295 Est. Cost $27.12 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $8 Shares 75 Est. Cost $47.19 Unrealized +86.9%
SOXX ISHARES TR 0.0%
Value ($000) $8 Shares 25 Est. Cost $320.00 Unrealized
RPD RAPID7 INC 0.0%
Value ($000) $8 Shares 176 Est. Cost $71.52 Unrealized -13.7%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.08 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $7 Shares 91 Est. Cost $127.48 Unrealized -33.1%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $6 Shares 101 Est. Cost $60.29 Unrealized 0.0%
COCO VITA COCO CO INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $13.04 Unrealized 0.0%
BCE BCE INC 0.0%
Value ($000) $6 Shares 146 Est. Cost $39.99 Unrealized -5.9%
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $6 Shares 88 Est. Cost $80.58 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $6 Shares 20 Est. Cost $350.00 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $248.19 Unrealized -35.1%
SHEL SHELL PLC 0.0%
Value ($000) $6 Shares 112 Est. Cost $53.57 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 60 Est. Cost $100.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.85 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $5 Shares 161 Est. Cost $31.06 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.0%
Value ($000) $5 Shares 218 Est. Cost $23.58 Unrealized
SATS ECHOSTAR CORP 0.0%
Value ($000) $5 Shares 305 Est. Cost $23.93 Unrealized -21.9%
T AT&T INC 0.0%
Value ($000) $5 Shares 308 Est. Cost $15.08 Unrealized 0.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $4 Shares 201 Est. Cost $19.90 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $4 Shares 647 Est. Cost $15.28 Unrealized -42.7%
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 101 Est. Cost $43.67 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 306 Est. Cost $13.07 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $3 Shares 57 Est. Cost $88.90 Unrealized -21.1%
PRG PROG HOLDINGS INC 0.0%
Value ($000) $3 Shares 206 Est. Cost $50.05 Unrealized -63.6%
ARKG ARK ETF TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $67.81 Unrealized
VISTA OUTDOOR INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 201 Est. Cost $4.98 Unrealized
THE AARONS COMPANY INC 0.0%
Value ($000) $1 Shares 103 Est. Cost $19.42 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.78 Unrealized -45.5%
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 72 Est. Cost $13.59 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 15 Est. Cost $445.83 Unrealized -78.6%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
RMTI ROCKWELL MED INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $1.51 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.65 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $142.14 Unrealized -8.1%