Bay Harbor Wealth Management, LLC Diversified Active

CIK: 0001767989 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 15, 2019

Total Value ($000): $167,331 (100.0% shares, 0.0% debt)

Holdings (393)

VEA Vanguard FTSE Developed Markets ETF 8.2%
Value ($000) $13,657 Shares 332,452 Est. Cost $38.14 Unrealized
VTV Vanguard Value ETF 7.2%
Value ($000) $12,108 Shares 108,478 Est. Cost $100.13 Unrealized
VUG Vanguard Growth ETF 7.1%
Value ($000) $11,884 Shares 71,472 Est. Cost $139.50 Unrealized
BNDX Vanguard Total International Bond ETF 7.0%
Value ($000) $11,719 Shares 199,206 Est. Cost $54.65 Unrealized
BSV Vanguard Short-Term Bond ETF 6.2%
Value ($000) $10,324 Shares 127,788 Est. Cost $78.83 Unrealized
VMBS Vanguard Mortgage-Backed Secs ETF 3.4%
Value ($000) $5,698 Shares 106,980 Est. Cost $51.70 Unrealized
TOTL SPDR DoubleLine Total Return Tact ETF 3.2%
Value ($000) $5,348 Shares 108,624 Est. Cost $48.53 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 3.2%
Value ($000) $5,344 Shares 60,725 Est. Cost $81.72 Unrealized
IVV iShares Core S&P 500 3.1%
Value ($000) $5,196 Shares 17,407 Est. Cost $277.92 Unrealized
BLV Vanguard Long-Term Bond ETF 2.9%
Value ($000) $4,902 Shares 47,745 Est. Cost $88.47 Unrealized
SPAB SPDR Portfolio Aggregate Bond ETF 2.5%
Value ($000) $4,154 Shares 140,135 Est. Cost $29.16 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 2.2%
Value ($000) $3,754 Shares 93,234 Est. Cost $39.15 Unrealized
VB Vanguard Small-Cap ETF 2.0%
Value ($000) $3,301 Shares 21,452 Est. Cost $135.17 Unrealized
GOVT iShares US Treasury Bond 1.9%
Value ($000) $3,211 Shares 121,974 Est. Cost $25.64 Unrealized
NEAR iShares Short Maturity Bond ETF 1.7%
Value ($000) $2,924 Shares 58,078 Est. Cost $50.08 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 1.7%
Value ($000) $2,897 Shares 43,187 Est. Cost $60.62 Unrealized
USMV iShares Edge MSCI Min Vol USA 1.7%
Value ($000) $2,891 Shares 45,094 Est. Cost $55.49 Unrealized
SPY SPDR S&P 500 ETF 1.6%
Value ($000) $2,705 Shares 9,116 Est. Cost $249.93 Unrealized
AAPL Apple Inc 1.4%
Value ($000) $2,365 Shares 10,418 Est. Cost $46.01 Unrealized +9.1%
IEFA iShares Core MSCI EAFE 1.2%
Value ($000) $2,028 Shares 33,207 Est. Cost $59.47 Unrealized
RWR SPDR Dow Jones REIT ETF 1.1%
Value ($000) $1,918 Shares 18,346 Est. Cost $94.13 Unrealized
JNK SPDR Blmbg Barclays High Yield Bd ETF 1.1%
Value ($000) $1,793 Shares 16,486 Est. Cost $108.95 Unrealized
XLRE Real Estate Select Sector SPDR 1.0%
Value ($000) $1,737 Shares 44,161 Est. Cost $39.23 Unrealized
XLK Technology Select Sector SPDR ETF 1.0%
Value ($000) $1,695 Shares 21,054 Est. Cost $80.51 Unrealized
XLC Communication Services Sel Sect SPDR ETF 1.0%
Value ($000) $1,693 Shares 34,191 Est. Cost $49.52 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US ETF 1.0%
Value ($000) $1,607 Shares 54,730 Est. Cost $27.09 Unrealized
IGIB Ishares Tr Intrm Tr Crp Etf 0.9%
Value ($000) $1,463 Shares 25,264 Est. Cost $54.41 Unrealized
MBB iShares MBS 0.8%
Value ($000) $1,311 Shares 12,101 Est. Cost $107.86 Unrealized
BRK/A Berkshire Hathaway Inc A 0.7%
Value ($000) $1,243 Shares 4 Est. Cost $312177.20 Unrealized -0.9%
IEMG iShares Core MSCI Emerging Markets ETF 0.7%
Value ($000) $1,158 Shares 23,617 Est. Cost $49.34 Unrealized
SPIP SPDR Portfolio TIPS ETF 0.6%
Value ($000) $1,056 Shares 37,018 Est. Cost $46.37 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.6%
Value ($000) $1,015 Shares 9,393 Est. Cost $91.73 Unrealized
JPST JPMorgan Ultra-Short Income ETF 0.6%
Value ($000) $989 Shares 19,612 Est. Cost $50.32 Unrealized
IXN iShares Global Tech ETF 0.6%
Value ($000) $947 Shares 5,121 Est. Cost $162.18 Unrealized
VOO Vanguard 500 ETF 0.5%
Value ($000) $867 Shares 3,182 Est. Cost $241.05 Unrealized
GLD SPDR Gold Shares 0.5%
Value ($000) $814 Shares 5,858 Est. Cost $136.38 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $753 Shares 6,645 Est. Cost $88.19 Unrealized +3.8%
LQD iShares iBoxx Investment Grade Corporate Bond ETF 0.4%
Value ($000) $701 Shares 5,497 Est. Cost $116.26 Unrealized
T AT&T Inc 0.4%
Value ($000) $644 Shares 17,091 Est. Cost $14.02 Unrealized +21.2%
MTUM iShares Edge MSCI USA Momentum Fctr ETF 0.4%
Value ($000) $611 Shares 5,127 Est. Cost $108.56 Unrealized
AOK iShares Core Conservative Allocation ETF 0.4%
Value ($000) $595 Shares 16,685 Est. Cost $32.71 Unrealized
AOM iShares Core Moderate Allocation ETF 0.3%
Value ($000) $555 Shares 14,137 Est. Cost $35.68 Unrealized
SPSM SPDR Russell 2000 ETF 0.3%
Value ($000) $554 Shares 18,455 Est. Cost $28.30 Unrealized
IGSB Ishares Tr Sh Tr Crport Etf 0.3%
Value ($000) $536 Shares 9,991 Est. Cost $53.48 Unrealized
EBND SPDR Blmbg Barclays Em Mkts Lcl Bd ETF 0.3%
Value ($000) $536 Shares 19,696 Est. Cost $27.19 Unrealized
FLOT iShares Floating Rate Bond ETF 0.3%
Value ($000) $527 Shares 10,337 Est. Cost $50.83 Unrealized
FTSL First Trust Senior Loan ETF 0.3%
Value ($000) $501 Shares 10,567 Est. Cost $45.53 Unrealized
SunTrust Banks Inc 0.3%
Value ($000) $501 Shares 7,534 Est. Cost $50.44 Unrealized
RWX SPDR Dow Jones International RelEst ETF 0.3%
Value ($000) $501 Shares 12,686 Est. Cost $35.64 Unrealized
LMBS First Trust Low Duration Oppos ETF 0.3%
Value ($000) $498 Shares 9,574 Est. Cost $51.71 Unrealized
XOM Exxon Mobil Corp 0.3%
Value ($000) $454 Shares 6,677 Est. Cost $55.99 Unrealized -4.0%
GWX SPDR S&P International Small Cap ETF 0.3%
Value ($000) $439 Shares 14,941 Est. Cost $28.02 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.3%
Value ($000) $436 Shares 1,236 Est. Cost $302.66 Unrealized
TLT Ishares 20 Plus Year Treasury Bond Etf 0.2%
Value ($000) $415 Shares 2,899 Est. Cost $143.15 Unrealized
VZ Verizon Communications Inc 0.2%
Value ($000) $413 Shares 6,861 Est. Cost $38.62 Unrealized +4.7%
ABBV AbbVie Inc 0.2%
Value ($000) $397 Shares 5,345 Est. Cost $63.01 Unrealized -16.5%
AOR iShares Core Growth Allocation ETF 0.2%
Value ($000) $397 Shares 8,616 Est. Cost $41.33 Unrealized
DUK Duke Energy Corp 0.2%
Value ($000) $385 Shares 3,969 Est. Cost $63.89 Unrealized +10.4%
BP BP PLC ADR 0.2%
Value ($000) $378 Shares 10,232 Est. Cost $38.09 Unrealized
CM Canadian Imperial Bank of Commerce 0.2%
Value ($000) $371 Shares 4,564 Est. Cost $29.75 Unrealized -2.4%
PM Philip Morris International Inc 0.2%
Value ($000) $368 Shares 4,763 Est. Cost $57.18 Unrealized -0.8%
D Dominion Resources Inc 0.2%
Value ($000) $353 Shares 4,354 Est. Cost $53.28 Unrealized +9.6%
BCE Bce Inc Com New 0.2%
Value ($000) $347 Shares 7,149 Est. Cost $26.04 Unrealized +17.6%
KO Coca-Cola Co 0.2%
Value ($000) $339 Shares 6,285 Est. Cost $38.53 Unrealized +14.1%
MMM 3M Co 0.2%
Value ($000) $337 Shares 2,197 Est. Cost $128.25 Unrealized -13.7%
GlaxoSmithKline PLC ADR 0.2%
Value ($000) $328 Shares 7,764 Est. Cost $38.25 Unrealized
HEDJ Wisdomtree Europe Hedged Equity ETF 0.2%
Value ($000) $326 Shares 4,845 Est. Cost $56.64 Unrealized
O'Shares FTSE US Quality Dividend ETF 0.2%
Value ($000) $321 Shares 9,234 Est. Cost $30.02 Unrealized
BRK/B Berkshire Hathaway Inc B 0.2%
Value ($000) $315 Shares 1,522 Est. Cost $207.32 Unrealized -0.6%
PFE Pfizer Inc 0.2%
Value ($000) $312 Shares 8,695 Est. Cost $27.81 Unrealized -2.9%
IJH iShares Core S&P Mid-Cap 0.2%
Value ($000) $302 Shares 1,560 Est. Cost $181.05 Unrealized
SPEM SPDR S&P Emerging Markets ETF 0.2%
Value ($000) $301 Shares 8,780 Est. Cost $34.41 Unrealized
FLRN SPDR Blmbg Barclays Inv Grd Flt Rt ETF 0.2%
Value ($000) $293 Shares 9,515 Est. Cost $30.65 Unrealized
NVDA NVIDIA Corp 0.2%
Value ($000) $283 Shares 1,537 Est. Cost $4.16 Unrealized +0.5%
MSFT Microsoft Corp 0.2%
Value ($000) $281 Shares 2,047 Est. Cost $100.04 Unrealized +29.9%
SO Southern Co 0.2%
Value ($000) $278 Shares 4,486 Est. Cost $34.53 Unrealized +31.1%
EMB iShares JPMorgan USD Emerg Markets Bond 0.2%
Value ($000) $273 Shares 2,406 Est. Cost $106.02 Unrealized
VTR Ventas Inc 0.2%
Value ($000) $273 Shares 3,700 Est. Cost $43.99 Unrealized +24.9%
GILD Gilead Sciences Inc 0.2%
Value ($000) $269 Shares 4,283 Est. Cost $51.02 Unrealized -0.1%
BMY Bristol-Myers Squibb Company 0.2%
Value ($000) $266 Shares 5,234 Est. Cost $37.40 Unrealized -1.7%
PEP PepsiCo Inc 0.2%
Value ($000) $266 Shares 1,920 Est. Cost $90.77 Unrealized +20.5%
SPEU SPDR Portfolio Europe ETF 0.2%
Value ($000) $263 Shares 7,921 Est. Cost $33.20 Unrealized
PPL PPL Corp 0.2%
Value ($000) $259 Shares 8,402 Est. Cost $22.41 Unrealized +2.8%
WELL Welltower Inc Com 0.2%
Value ($000) $256 Shares 2,794 Est. Cost $54.25 Unrealized +31.9%
UPS United Parcel Service Inc Class B 0.2%
Value ($000) $253 Shares 2,186 Est. Cost $81.98 Unrealized +8.5%
NGG National Grid PLC ADR 0.2%
Value ($000) $253 Shares 4,675 Est. Cost $47.93 Unrealized
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $245 Shares 3,147 Est. Cost $70.20 Unrealized
TD Toronto Dominion Bk Ont Com New 0.1%
Value ($000) $233 Shares 4,211 Est. Cost $54.74 Unrealized +3.8%
Total Sa 0.1%
Value ($000) $228 Shares 4,385 Est. Cost $52.64 Unrealized
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $225 Shares 16,261 Est. Cost $9.89 Unrealized +2.4%
OHI Omega Healthcare Investors Inc 0.1%
Value ($000) $218 Shares 5,146 Est. Cost $37.89 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $209 Shares 756 Est. Cost $241.40 Unrealized +20.9%
VOD Vodafone Group PLC ADR 0.1%
Value ($000) $187 Shares 9,471 Est. Cost $19.28 Unrealized
PNC PNC Financial Services Group Inc 0.1%
Value ($000) $184 Shares 1,314 Est. Cost $103.04 Unrealized +4.5%
LDOS Leidos Holdings Inc 0.1%
Value ($000) $182 Shares 2,177 Est. Cost $56.16 Unrealized +36.8%
ENB Enbridge Inc Com 0.1%
Value ($000) $164 Shares 4,704 Est. Cost $23.40 Unrealized -3.2%
Xilinx Inc 0.1%
Value ($000) $152 Shares 1,645 Est. Cost $92.40 Unrealized
OXY Occidental Petroleum Corp 0.1%
Value ($000) $151 Shares 3,587 Est. Cost $59.51 Unrealized -29.9%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $151 Shares 1,076 Est. Cost $87.01 Unrealized +26.1%
LYB LyondellBasell Industries NV 0.1%
Value ($000) $150 Shares 1,785 Est. Cost $53.69 Unrealized 0.0%
TXN Texas Instruments Inc 0.1%
Value ($000) $149 Shares 1,155 Est. Cost $79.18 Unrealized +29.9%
AMZN Amazon.com Inc 0.1%
Value ($000) $142 Shares 82 Est. Cost $89.14 Unrealized +4.0%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $137 Shares 1,200 Est. Cost $114.17 Unrealized
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $132 Shares 828 Est. Cost $156.92 Unrealized
AOA iShares Core Aggressive Allocation ETF 0.1%
Value ($000) $131 Shares 2,388 Est. Cost $48.73 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $128 Shares 1,042 Est. Cost $74.84 Unrealized +34.9%
BTI British American Tobacco PLC 0.1%
Value ($000) $124 Shares 3,564 Est. Cost $34.75 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $121 Shares 2,872 Est. Cost $33.13 Unrealized -16.7%
META Facebook Inc A 0.1%
Value ($000) $121 Shares 676 Est. Cost $146.25 Unrealized +29.1%
GOOGL Alphabet Inc A 0.1%
Value ($000) $117 Shares 97 Est. Cost $53.82 Unrealized +9.2%
CMCSA Comcast Corp Class A 0.1%
Value ($000) $112 Shares 2,505 Est. Cost $30.44 Unrealized +23.2%
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $112 Shares 807 Est. Cost $115.78 Unrealized +0.8%
O Realty Income Corp 0.1%
Value ($000) $112 Shares 1,445 Est. Cost $42.39 Unrealized +21.0%
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $109 Shares 797 Est. Cost $134.25 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $109 Shares 722 Est. Cost $128.42 Unrealized
GVI iShares Intermediate Govt/Crdt Bd ETF 0.1%
Value ($000) $105 Shares 927 Est. Cost $107.90 Unrealized
RF Regions Financial Corp 0.1%
Value ($000) $103 Shares 6,689 Est. Cost $11.23 Unrealized +3.4%
TRP TC Energy Corpcom 0.1%
Value ($000) $97 Shares 1,891 Est. Cost $36.04 Unrealized 0.0%
TFI SPDR Nuveen Blmbg Barclays Muni Bd ETF 0.1%
Value ($000) $94 Shares 1,859 Est. Cost $50.56 Unrealized
FXL First Trust Technology AlphaDEX ETF 0.1%
Value ($000) $92 Shares 1,411 Est. Cost $52.61 Unrealized
IVZ Invesco Ltd 0.1%
Value ($000) $90 Shares 5,730 Est. Cost $14.59 Unrealized -10.0%
AMGN Amgen Inc 0.1%
Value ($000) $89 Shares 452 Est. Cost $157.03 Unrealized +0.6%
Amcor PLC 0.0%
Value ($000) $80 Shares 8,533 Est. Cost $8.24 Unrealized -4.4%
SAIC Science Applications International Corp 0.0%
Value ($000) $79 Shares 935 Est. Cost $69.66 Unrealized +22.1%
BAC Bank of America Corporation 0.0%
Value ($000) $78 Shares 2,748 Est. Cost $22.80 Unrealized +7.8%
FXH First Trust Health Care AlphaDEX ETF 0.0%
Value ($000) $75 Shares 1,007 Est. Cost $69.00 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $73 Shares 861 Est. Cost $60.52 Unrealized +8.2%
Hill-Rom Holdings Inc 0.0%
Value ($000) $72 Shares 705 Est. Cost $96.55 Unrealized
EFA iShares MSCI EAFE 0.0%
Value ($000) $72 Shares 1,104 Est. Cost $58.68 Unrealized
Lam Research Corp 0.0%
Value ($000) $71 Shares 304 Est. Cost $203.93 Unrealized
Severn Bancorp Inc 0.0%
Value ($000) $70 Shares 8,722 Est. Cost $8.71 Unrealized
WPC W.P. Carey Inc 0.0%
Value ($000) $68 Shares 743 Est. Cost $65.95 Unrealized
HD The Home Depot Inc 0.0%
Value ($000) $66 Shares 292 Est. Cost $150.39 Unrealized +24.4%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $65 Shares 567 Est. Cost $87.71 Unrealized +8.4%
A Agilent Technologies Inc 0.0%
Value ($000) $64 Shares 855 Est. Cost $63.91 Unrealized +7.9%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $63 Shares 216 Est. Cost $256.45 Unrealized +9.8%
YUM Yum Brands Inc 0.0%
Value ($000) $59 Shares 523 Est. Cost $91.91 Unrealized +10.5%
Laboratory Corp of America Holdings 0.0%
Value ($000) $59 Shares 352 Est. Cost $125.00 Unrealized
SHM SPDR Nuveen Blmbg Barclays ST MunBd ETF 0.0%
Value ($000) $58 Shares 1,193 Est. Cost $48.62 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $57 Shares 1,200 Est. Cost $36.91 Unrealized +15.9%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $56 Shares 548 Est. Cost $104.41 Unrealized +1.4%
INTC Intel Corp 0.0%
Value ($000) $56 Shares 1,105 Est. Cost $40.19 Unrealized +7.0%
WM Waste Management Inc 0.0%
Value ($000) $54 Shares 469 Est. Cost $80.34 Unrealized +30.8%
DIS Walt Disney Co 0.0%
Value ($000) $54 Shares 411 Est. Cost $118.27 Unrealized +13.5%
CDW CDW Corp 0.0%
Value ($000) $53 Shares 434 Est. Cost $80.08 Unrealized +32.6%
DHI D.R. Horton Inc 0.0%
Value ($000) $53 Shares 1,008 Est. Cost $34.24 Unrealized +30.4%
MA Mastercard Inc A 0.0%
Value ($000) $52 Shares 192 Est. Cost $193.39 Unrealized +37.6%
NSC Norfolk Southern Corp 0.0%
Value ($000) $49 Shares 286 Est. Cost $144.88 Unrealized +11.5%
V Visa Inc Class A 0.0%
Value ($000) $49 Shares 280 Est. Cost $131.79 Unrealized +29.2%
Raytheon Co 0.0%
Value ($000) $48 Shares 250 Est. Cost $167.92 Unrealized
ACN Accenture PLC A 0.0%
Value ($000) $48 Shares 255 Est. Cost $143.32 Unrealized +23.2%
SYK Stryker Corp 0.0%
Value ($000) $47 Shares 223 Est. Cost $155.65 Unrealized +28.6%
SYY Sysco Corp 0.0%
Value ($000) $46 Shares 582 Est. Cost $56.04 Unrealized +10.2%
BBY Best Buy Co Inc 0.0%
Value ($000) $46 Shares 689 Est. Cost $49.89 Unrealized +8.6%
EXC Exelon Corp 0.0%
Value ($000) $46 Shares 941 Est. Cost $24.93 Unrealized +7.4%
GOOG Alphabet Inc C 0.0%
Value ($000) $46 Shares 38 Est. Cost $53.38 Unrealized +10.0%
CSX CSX Corp 0.0%
Value ($000) $45 Shares 675 Est. Cost $20.89 Unrealized +2.2%
XLI Industrial Select Sector SPDR ETF 0.0%
Value ($000) $45 Shares 579 Est. Cost $75.24 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $45 Shares 568 Est. Cost $65.31 Unrealized +15.9%
MDLZ Mondelez International Inc Class A 0.0%
Value ($000) $45 Shares 826 Est. Cost $46.17 Unrealized +1.1%
VOX Vanguard Telecommunication Services ETF 0.0%
Value ($000) $44 Shares 505 Est. Cost $87.13 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $44 Shares 194 Est. Cost $129.50 Unrealized +41.6%
ETN Eaton Corp PLC 0.0%
Value ($000) $44 Shares 563 Est. Cost $66.81 Unrealized +7.9%
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $44 Shares 1,073 Est. Cost $40.33 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $43 Shares 214 Est. Cost $169.33 Unrealized +19.3%
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $42 Shares 358 Est. Cost $28.76 Unrealized +19.8%
STWD Starwood Property Trust Inc 0.0%
Value ($000) $42 Shares 1,733 Est. Cost $19.96 Unrealized
IWB iShares Russell 1000 0.0%
Value ($000) $42 Shares 257 Est. Cost $141.25 Unrealized
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $42 Shares 319 Est. Cost $117.12 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $42 Shares 778 Est. Cost $50.56 Unrealized +12.2%
AXP American Express Co 0.0%
Value ($000) $41 Shares 359 Est. Cost $95.01 Unrealized +18.5%
MET MetLife Inc 0.0%
Value ($000) $41 Shares 920 Est. Cost $35.20 Unrealized +9.3%
Cantel Medical Corp 0.0%
Value ($000) $40 Shares 559 Est. Cost $74.36 Unrealized
Healthcare Trust of America Inc 0.0%
Value ($000) $40 Shares 1,366 Est. Cost $25.62 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $40 Shares 392 Est. Cost $83.10 Unrealized +32.3%
AZO AutoZone Inc 0.0%
Value ($000) $40 Shares 38 Est. Cost $1120.85 Unrealized 0.0%
GSY Invesco Ultra Short Duration ETF 0.0%
Value ($000) $38 Shares 752 Est. Cost $50.75 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $38 Shares 935 Est. Cost $35.01 Unrealized +0.0%
CI Cigna Corp 0.0%
Value ($000) $37 Shares 249 Est. Cost $190.77 Unrealized -22.0%
CFG Citizens Financial Group Inc 0.0%
Value ($000) $37 Shares 1,086 Est. Cost $25.72 Unrealized +2.2%
PLD Prologis Inc 0.0%
Value ($000) $36 Shares 417 Est. Cost $53.75 Unrealized +28.9%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $34 Shares 154 Est. Cost $235.05 Unrealized -7.6%
HYD VanEck Vectors High-Yield Municipal ETF 0.0%
Value ($000) $34 Shares 535 Est. Cost $63.55 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $32 Shares 620 Est. Cost $47.05 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $32 Shares 241 Est. Cost $114.14 Unrealized -3.6%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $31 Shares 1,090 Est. Cost $22.95 Unrealized +5.1%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $31 Shares 367 Est. Cost $79.55 Unrealized
IVE iShares S&P 500 Value 0.0%
Value ($000) $31 Shares 259 Est. Cost $112.24 Unrealized
IVW iShares S&P 500 Growth 0.0%
Value ($000) $30 Shares 169 Est. Cost $171.46 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $30 Shares 566 Est. Cost $35.19 Unrealized +19.6%
OKE ONEOK Inc 0.0%
Value ($000) $30 Shares 426 Est. Cost $39.38 Unrealized +18.3%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $30 Shares 200 Est. Cost $110.50 Unrealized +17.8%
MKC McCormick & Co Inc Non-Voting 0.0%
Value ($000) $30 Shares 176 Est. Cost $62.59 Unrealized +13.3%
MINT PIMCO Enhanced Short Maturity Active ETF 0.0%
Value ($000) $28 Shares 275 Est. Cost $102.25 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $27 Shares 257 Est. Cost $75.55 Unrealized +10.4%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $27 Shares 447 Est. Cost $50.44 Unrealized -14.6%
UA Under Armour Inc C 0.0%
Value ($000) $25 Shares 1,451 Est. Cost $18.93 Unrealized +4.1%
VLO Valero Energy Corp 0.0%
Value ($000) $24 Shares 292 Est. Cost $65.55 Unrealized -4.7%
SRLN SPDR Blackstone / GSO Senior Loan ETF 0.0%
Value ($000) $24 Shares 517 Est. Cost $44.85 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $23 Shares 125 Est. Cost $250.87 Unrealized -17.1%
MCD McDonald's Corp 0.0%
Value ($000) $23 Shares 110 Est. Cost $150.10 Unrealized +23.1%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $23 Shares 119 Est. Cost $135.69 Unrealized +37.7%
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $22 Shares 498 Est. Cost $43.42 Unrealized +2.9%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $22 Shares 157 Est. Cost $139.76 Unrealized
FVC First Trust Dorsey Wright Dynamic Foc 5 0.0%
Value ($000) $22 Shares 816 Est. Cost $27.39 Unrealized
UAA Under Armour Inc A 0.0%
Value ($000) $21 Shares 1,079 Est. Cost $20.98 Unrealized +5.2%
STLD Steel Dynamics Inc 0.0%
Value ($000) $20 Shares 696 Est. Cost $31.58 Unrealized -18.1%
NOBL ProShares S&P 500 Dividend Aristocrats 0.0%
Value ($000) $20 Shares 274 Est. Cost $69.34 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $19 Shares 112 Est. Cost $144.14 Unrealized
PBA Pembina Pipeline Corp 0.0%
Value ($000) $19 Shares 546 Est. Cost $22.35 Unrealized +15.8%
HALO Halozyme Therapeutics Inc 0.0%
Value ($000) $19 Shares 1,197 Est. Cost $15.95 Unrealized +3.2%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $19 Shares 204 Est. Cost $93.14 Unrealized
EL The Estee Lauder Companies Inc Class A 0.0%
Value ($000) $18 Shares 90 Est. Cost $124.06 Unrealized +41.9%
IWD iShares Russell 1000 Value 0.0%
Value ($000) $17 Shares 136 Est. Cost $125.00 Unrealized
Twitter Inc 0.0%
Value ($000) $16 Shares 391 Est. Cost $28.72 Unrealized
HYG iShares iBoxx High Yield Corporate Bd 0.0%
Value ($000) $16 Shares 184 Est. Cost $83.78 Unrealized
Arista Networks Inc 0.0%
Value ($000) $16 Shares 68 Est. Cost $218.43 Unrealized
KAI Kadant Inc 0.0%
Value ($000) $15 Shares 172 Est. Cost $89.30 Unrealized -7.7%
HYS PIMCO 0-5 Year High Yield Corp Bd ETF 0.0%
Value ($000) $15 Shares 147 Est. Cost $92.92 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $15 Shares 91 Est. Cost $149.74 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $15 Shares 600 Est. Cost $33.11 Unrealized -32.4%
NFLX Netflix Inc 0.0%
Value ($000) $15 Shares 55 Est. Cost $30.75 Unrealized +1.8%
BB&T Corp 0.0%
Value ($000) $14 Shares 280 Est. Cost $45.71 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $14 Shares 360 Est. Cost $26.17 Unrealized +37.6%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $14 Shares 443 Est. Cost $31.60 Unrealized
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.0%
Value ($000) $13 Shares 222 Est. Cost $58.56 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $13 Shares 236 Est. Cost $32.97 Unrealized +31.6%
Atlassian Corporation PLC 0.0%
Value ($000) $13 Shares 100 Est. Cost $90.00 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $12 Shares 82 Est. Cost $135.90 Unrealized +10.5%
ANGL VanEck Vectors Fallen Angel HiYld Bd ETF 0.0%
Value ($000) $12 Shares 415 Est. Cost $26.51 Unrealized
WIP SPDR Citi Intl Govt Infl-Prot Bd ETF 0.0%
Value ($000) $12 Shares 218 Est. Cost $52.05 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $11 Shares 549 Est. Cost $30.01 Unrealized
GL Globe Life Inc 0.0%
Value ($000) $11 Shares 118 Est. Cost $86.06 Unrealized 0.0%
TSLA Tesla Motors Inc 0.0%
Value ($000) $11 Shares 46 Est. Cost $20.73 Unrealized -24.5%
KHC The Kraft Heinz Co 0.0%
Value ($000) $11 Shares 392 Est. Cost $36.63 Unrealized -42.2%
SPHD Invesco S&P 500 High Div Low Vol ETF 0.0%
Value ($000) $10 Shares 228 Est. Cost $39.47 Unrealized
CMBS iShares CMBS ETF 0.0%
Value ($000) $10 Shares 188 Est. Cost $50.69 Unrealized
WisdomTree Floating Rate Treasury ETF 0.0%
Value ($000) $10 Shares 407 Est. Cost $24.57 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $10 Shares 70 Est. Cost $185.88 Unrealized -22.9%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $9 Shares 50 Est. Cost $155.72 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $9 Shares 94 Est. Cost $39.20 Unrealized +2.5%
AVGO Broadcom Inc Com 0.0%
Value ($000) $9 Shares 32 Est. Cost $20.16 Unrealized +19.2%
OLED Universal Display Corp 0.0%
Value ($000) $9 Shares 54 Est. Cost $102.84 Unrealized +85.1%
CCL Carnival Corp 0.0%
Value ($000) $8 Shares 200 Est. Cost $52.20 Unrealized -14.2%
HOLX Hologic Inc 0.0%
Value ($000) $8 Shares 156 Est. Cost $41.02 Unrealized +20.0%
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $8 Shares 237 Est. Cost $33.76 Unrealized
PWV Invesco Dynamic Large Cap Value ETF 0.0%
Value ($000) $8 Shares 208 Est. Cost $33.02 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $8 Shares 187 Est. Cost $36.99 Unrealized +19.3%
PKW Invesco BuyBack Achievers ETF 0.0%
Value ($000) $7 Shares 111 Est. Cost $54.05 Unrealized
United States Oil 0.0%
Value ($000) $7 Shares 640 Est. Cost $9.38 Unrealized
EEMV iShares Edge MSCI Min Vol Emerging Mkts 0.0%
Value ($000) $7 Shares 131 Est. Cost $53.44 Unrealized
TDG TransDigm Group Inc 0.0%
Value ($000) $7 Shares 13 Est. Cost $254.69 Unrealized +53.9%
IWM iShares Russell 2000 0.0%
Value ($000) $7 Shares 45 Est. Cost $139.65 Unrealized
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $7 Shares 128 Est. Cost $48.50 Unrealized +12.7%
WFC Wells Fargo & Co 0.0%
Value ($000) $7 Shares 141 Est. Cost $42.03 Unrealized -5.3%
CAT Caterpillar Inc 0.0%
Value ($000) $6 Shares 54 Est. Cost $111.50 Unrealized -0.4%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $6 Shares 31 Est. Cost $170.89 Unrealized +5.1%
Wyndham Destinations Inc 0.0%
Value ($000) $6 Shares 128 Est. Cost $39.06 Unrealized
MBGAF Daimler AG 0.0%
Value ($000) $6 Shares 131 Est. Cost $39.85 Unrealized -11.3%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $6 Shares 21 Est. Cost $232.80 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $6 Shares 36 Est. Cost $114.50 Unrealized +21.7%
RIGS RiverFront Strategic Income ETF 0.0%
Value ($000) $6 Shares 260 Est. Cost $23.88 Unrealized
REGL ProShares S&P MidCap 400 Dividend Arst 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
SMDV ProShares Russell 2000 Dividend Growers 0.0%
Value ($000) $6 Shares 109 Est. Cost $55.05 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $133.20 Unrealized +44.5%
Texas Pacific Land Trust 0.0%
Value ($000) $5 Shares 8 Est. Cost $500.00 Unrealized
MKC/V McCormick & Co Inc 0.0%
Value ($000) $5 Shares 30 Est. Cost $62.57 Unrealized +13.3%
Celgene Corp 0.0%
Value ($000) $5 Shares 50 Est. Cost $70.84 Unrealized
UBSI United Bankshares Inc 0.0%
Value ($000) $4 Shares 118 Est. Cost $35.40 Unrealized +4.6%
BHC Bausch Health Companies Inc 0.0%
Value ($000) $4 Shares 212 Est. Cost $23.81 Unrealized -3.9%
Aphria Inc 0.0%
Value ($000) $4 Shares 691 Est. Cost $5.95 Unrealized
QCOM QUALCOMM Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $49.45 Unrealized +31.4%
Seagate Technology PLC 0.0%
Value ($000) $4 Shares 80 Est. Cost $37.50 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $4 Shares 75 Est. Cost $40.00 Unrealized
General Electric Co 0.0%
Value ($000) $4 Shares 465 Est. Cost $7.12 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $4 Shares 33 Est. Cost $90.91 Unrealized
DDOG DATADOG INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.77 Unrealized 0.0%
AGG iShares Core US Aggregate Bond 0.0%
Value ($000) $4 Shares 36 Est. Cost $107.20 Unrealized
TCEHY Tencent Holdings Ltd ADR 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
NWL Newell Brands Inc 0.0%
Value ($000) $3 Shares 152 Est. Cost $14.19 Unrealized -15.4%
ZTS Zoetis Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $85.00 Unrealized +34.8%
MAT Mattel Inc 0.0%
Value ($000) $3 Shares 269 Est. Cost $13.28 Unrealized -13.9%
IQV Iqvia Hldgs Inc 0.0%
Value ($000) $3 Shares 19 Est. Cost $121.14 Unrealized +28.5%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $3 Shares 25 Est. Cost $78.57 Unrealized +16.9%
Canopy Growth Corp 0.0%
Value ($000) $3 Shares 122 Est. Cost $33.34 Unrealized
RHHBY Roche Holding AG ADR 0.0%
Value ($000) $3 Shares 70 Est. Cost $28.57 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $3 Shares 85 Est. Cost $40.12 Unrealized -6.2%
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $3 Shares 26 Est. Cost $100.69 Unrealized +12.4%
WHR Whirlpool Corp 0.0%
Value ($000) $3 Shares 20 Est. Cost $113.44 Unrealized +26.6%
DD DuPont de Nemours Inc 0.0%
Value ($000) $3 Shares 39 Est. Cost $27.24 Unrealized -4.9%
DELL Dell Technologies Inc 0.0%
Value ($000) $3 Shares 55 Est. Cost $24.16 Unrealized +0.5%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
DOW Dow Inc 0.0%
Value ($000) $2 Shares 39 Est. Cost $36.37 Unrealized -10.0%
American International Group Inc 0.0%
Value ($000) $2 Shares 155 Est. Cost $6.45 Unrealized
IT Gartner Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $144.26 Unrealized +0.8%
ALSN Allison Transmission Holdings Inc 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.35 Unrealized -1.3%
EQIX Equinix Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $374.97 Unrealized +27.3%
EBS Emergent BioSolutions Inc 0.0%
Value ($000) $2 Shares 37 Est. Cost $64.47 Unrealized -27.7%
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $2 Shares 48 Est. Cost $57.68 Unrealized -19.0%
SSNC SS&C Technologies Holdings Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $55.62 Unrealized -8.1%
TSCO Tractor Supply Co 0.0%
Value ($000) $2 Shares 22 Est. Cost $16.12 Unrealized +16.3%
SPB Spectrum Brands Holdings Inc Com 0.0%
Value ($000) $2 Shares 43 Est. Cost $53.45 Unrealized -2.4%
BOX Box Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.40 Unrealized -12.8%
RMD ResMed Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $123.97 Unrealized 0.0%
BIIB Biogen Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $319.14 Unrealized -27.0%
BA Boeing Co 0.0%
Value ($000) $2 Shares 6 Est. Cost $357.24 Unrealized -1.4%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $2 Shares 25 Est. Cost $73.05 Unrealized -9.2%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $69.88 Unrealized +20.3%
MDT Medtronic PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $74.33 Unrealized +17.8%
Ansys Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $2 Shares 33 Est. Cost $37.23 Unrealized +18.0%
NEE NextEra Energy Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $36.94 Unrealized +25.2%
BC Brunswick Corp 0.0%
Value ($000) $2 Shares 38 Est. Cost $45.21 Unrealized -6.5%
NSP Insperity Inc 0.0%
Value ($000) $2 Shares 21 Est. Cost $86.67 Unrealized +5.2%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $2 Shares 6 Est. Cost $409.51 Unrealized -28.1%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $37.41 Unrealized -5.4%
BYDDY BYD Co Ltd 0.0%
Value ($000) $1 Shares 125 Est. Cost $16.00 Unrealized
INVH Invitation Homes Inc 0.0%
Value ($000) $1 Shares 22 Est. Cost $17.84 Unrealized +31.6%
Oasis Midstream Partners LP 0.0%
Value ($000) $1 Shares 46 Est. Cost $23.68 Unrealized
BX Blackstone Group LP 0.0%
Value ($000) $1 Shares 15 Est. Cost $31.77 Unrealized +23.5%
SLB Schlumberger Ltd 0.0%
Value ($000) $1 Shares 35 Est. Cost $30.96 Unrealized 0.0%
Oaktree Capital Group LLC 0.0%
Value ($000) $1 Shares 17 Est. Cost $65.96 Unrealized
NKE Nike Inc B 0.0%
Value ($000) $1 Shares 6 Est. Cost $69.92 Unrealized +12.7%
Barrick Gold Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
VALE Vale SA 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $82.95 Unrealized +23.1%
Aurora Cannabis Inc 0.0%
Value ($000) $1 Shares 247 Est. Cost $8.15 Unrealized
Vista Outdoor Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $1 Shares 12 Est. Cost $22.58 Unrealized -4.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $106.08 Unrealized +15.6%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $77.62 Unrealized +19.4%
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc 0.0%
Value ($000) $1 Shares 51 Est. Cost $16.77 Unrealized +21.9%
PBR Petroleo Brasileiro SA 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ENR Energizer Holdings Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.99 Unrealized -23.5%
DBX Dropbox Inc 0.0%
Value ($000) $1 Shares 49 Est. Cost $23.05 Unrealized -7.5%
American Outdoor Brands Corp 0.0%
Value ($000) $1 Shares 144 Est. Cost $13.89 Unrealized
Amarin Corp PLC ADR 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.94 Unrealized
DDD 3D Systems Corp 0.0%
Value ($000) $1 Shares 90 Est. Cost $13.72 Unrealized -41.2%
DVY iShares Select Dividend 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.20 Unrealized
F Ford Motor Co 0.0%
Value ($000) $1 Shares 136 Est. Cost $6.24 Unrealized +11.4%
CTVA Corteva Inc com 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.02 Unrealized +6.6%
GM General Motors Co 0.0%
Value ($000) $1 Shares 42 Est. Cost $31.41 Unrealized +14.7%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.36 Unrealized 0.0%
CVS CVS Health Corp 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.22 Unrealized -1.7%
COP ConocoPhillips 0.0%
Value ($000) $1 Shares 26 Est. Cost $49.24 Unrealized -8.0%
EHC Encompass Health Corp 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.86 Unrealized -10.5%
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $34.24 Unrealized 0.0%
LUV Southwest Airlines Co 0.0%
Value ($000) $1 Shares 21 Est. Cost $48.46 Unrealized -0.5%
XYZ Square Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $70.61 Unrealized -3.8%
STORE Capital Corp 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
TECK Teck Resources Ltd 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.69 Unrealized -12.9%
TEVA Teva Pharmaceutical Industries Ltd ADR 0.0%
Value ($000) $1 Shares 77 Est. Cost $11.77 Unrealized
TherapeuticsMD Inc 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
FV First Trust Dorsey Wright Focus 5 ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $25.26 Unrealized
Nektar Therapeutics Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SFTBY SoftBank Group Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SIMO Silicon Motion Technology Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TRV The Travelers Companies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.19 Unrealized +20.9%
WU The Western Union Co 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
RIG Transocean Ltd 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.19 Unrealized -48.0%
WTMF WisdomTree Managed Futures Strategy ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.41 Unrealized
Tilray Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $111.11 Unrealized
BOTZ Global X Robotics & Artfcl Intllgnc ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.71 Unrealized
ESPO VanEck Vectors Vdo Gaming and eSprts ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MKSI MKS Instruments Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $68.31 Unrealized +15.1%
Esc Seventy Seven 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
C Citigroup Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.36 Unrealized +9.7%
KWEB KraneShares CSI China Internet ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
EWJ iShares MSCI Japan 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.90 Unrealized +46.0%
Frontier Communications Corp Class B 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Weatherford International PLC 0.0%
Value ($000) $0 Shares 7,398 Est. Cost Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.40 Unrealized +27.4%
Microbest Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
PRDL Profitable Developments Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.00 Unrealized -4.7%
QRVO Qorvo Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.25 Unrealized +8.0%
Bioscience Neutraceuticals Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
SE Sea Ltd 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
CenturyLink Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Meridian Bioscience Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.17 Unrealized -1.0%
SJM JM Smucker Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.85 Unrealized +9.2%
Alerian MLP ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
QBIO Q BioMed Inc 0.0%
Value ($000) $0 Shares 142 Est. Cost $1.66 Unrealized -37.5%
BCCI Baristas Coffee Co Inc 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.03 Unrealized -58.5%
Qurate Retail Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
HIMX Himax Technologies Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
CAR Avis Budget Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.57 Unrealized +5.6%