Stonebridge Financial Planning Group, LLC Diversified Active

CIK: 0001802494 · Show all filings

Period: Q4 2019 (Next →)

Filing Date: Feb 7, 2020

Total Value ($000): $110,614 (100.0% shares, 0.0% debt)

Holdings (365)

IWY ISHARES TR RUS TP200 GR ETF 4.8%
Value ($000) $5,345 Shares 55,346 Est. Cost $96.57 Unrealized
IYW ISHARES US TECHNOLOGY ETF 4.8%
Value ($000) $5,300 Shares 22,784 Est. Cost $232.62 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.6%
Value ($000) $3,930 Shares 12,159 Est. Cost $323.22 Unrealized
MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 3.1%
Value ($000) $3,479 Shares 23,886 Est. Cost $145.65 Unrealized
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 2.9%
Value ($000) $3,244 Shares 22,706 Est. Cost $142.87 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 2.8%
Value ($000) $3,122 Shares 11,813 Est. Cost $264.29 Unrealized
IYC ISHARES TRUST US CONSUMER SERVICES ETF USD DIS 2.8%
Value ($000) $3,077 Shares 13,482 Est. Cost $228.23 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 2.7%
Value ($000) $2,981 Shares 49,606 Est. Cost $60.09 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 2.6%
Value ($000) $2,927 Shares 63,829 Est. Cost $36.81 Unrealized 0.0%
RSPS INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP 2.5%
Value ($000) $2,747 Shares 18,824 Est. Cost $145.93 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 2.4%
Value ($000) $2,692 Shares 39,793 Est. Cost $67.65 Unrealized
AMZN AMAZON.COM INC 2.4%
Value ($000) $2,657 Shares 1,438 Est. Cost $88.51 Unrealized 0.0%
META FACEBOOK INC-CLASS A 2.3%
Value ($000) $2,495 Shares 12,157 Est. Cost $192.35 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 2.1%
Value ($000) $2,341 Shares 18,666 Est. Cost $125.42 Unrealized
SDY SPDR SER TR S&P DIVID ETF 2.1%
Value ($000) $2,295 Shares 21,335 Est. Cost $107.57 Unrealized
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 2.0%
Value ($000) $2,258 Shares 14,005 Est. Cost $161.23 Unrealized
V VISA INC COM CL A 2.0%
Value ($000) $2,166 Shares 11,527 Est. Cost $172.55 Unrealized 0.0%
FAD FIRST TR MULTI CAP GR ALPHADEX COM SHS 1.8%
Value ($000) $2,046 Shares 26,479 Est. Cost $77.27 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 1.8%
Value ($000) $1,967 Shares 8,034 Est. Cost $244.83 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.6%
Value ($000) $1,787 Shares 10,160 Est. Cost $175.89 Unrealized
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 1.6%
Value ($000) $1,742 Shares 86,809 Est. Cost $20.07 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 1.6%
Value ($000) $1,735 Shares 8,766 Est. Cost $177.58 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM STK USD0.001 1.4%
Value ($000) $1,564 Shares 83,880 Est. Cost $10.31 Unrealized 0.0%
RAYTHEON CO COM NEW 1.3%
Value ($000) $1,468 Shares 6,680 Est. Cost $219.76 Unrealized
MA MASTERCARD INC CL A 1.3%
Value ($000) $1,384 Shares 4,635 Est. Cost $272.58 Unrealized 0.0%
QTEC FIRST TR NASDAQ 100 TECHNOLOGY INDEX FD 1.2%
Value ($000) $1,315 Shares 13,135 Est. Cost $100.11 Unrealized
IYF ISHARES U S FINANCIALS ETF 1.1%
Value ($000) $1,191 Shares 8,646 Est. Cost $137.75 Unrealized
FTC FIRST TR LRG CAP GROWTH ALPHADEX FD COM SHS 1.0%
Value ($000) $1,160 Shares 15,909 Est. Cost $72.91 Unrealized
IYK ISHARES U S CONSUMER GOODS ETF 1.0%
Value ($000) $1,150 Shares 8,639 Est. Cost $133.12 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 1.0%
Value ($000) $1,105 Shares 18,308 Est. Cost $60.36 Unrealized
SOXX ISHARES TR PHLX SEMICONDUCTOR ETF 0.9%
Value ($000) $949 Shares 3,779 Est. Cost $251.12 Unrealized
FNY FIRST TR EXCH TRADED ALPHADEX FD II MID CAP GROWTH ALPHADEX FD 0.8%
Value ($000) $917 Shares 19,150 Est. Cost $47.89 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.8%
Value ($000) $874 Shares 4,153 Est. Cost $210.45 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.7%
Value ($000) $825 Shares 6,343 Est. Cost $130.06 Unrealized
VBK VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY VANGUARD INDEX TR 0.7%
Value ($000) $785 Shares 3,951 Est. Cost $198.68 Unrealized
MFS CHARTER INCOME TRUST SH BEN INT 0.7%
Value ($000) $784 Shares 93,123 Est. Cost $8.42 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.7%
Value ($000) $775 Shares 4,255 Est. Cost $182.14 Unrealized
AAPL APPLE INC COM USD0.00001 0.7%
Value ($000) $766 Shares 2,608 Est. Cost $62.02 Unrealized 0.0%
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.7%
Value ($000) $760 Shares 11,758 Est. Cost $64.64 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.7%
Value ($000) $749 Shares 29,364 Est. Cost $25.51 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.6%
Value ($000) $716 Shares 15,000 Est. Cost $47.73 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.6%
Value ($000) $699 Shares 19,126 Est. Cost $36.55 Unrealized
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 0.6%
Value ($000) $667 Shares 18,522 Est. Cost $36.01 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.5%
Value ($000) $608 Shares 3,629 Est. Cost $167.54 Unrealized
HYS PIMCO ETF TRUST 0-5 YR HIGH YLD CORP BD IDX ETF 0.5%
Value ($000) $601 Shares 6,022 Est. Cost $99.80 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.5%
Value ($000) $593 Shares 23,709 Est. Cost $25.01 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.5%
Value ($000) $551 Shares 3,385 Est. Cost $154.88 Unrealized 0.0%
FMB FIRST TR EXCHANGE TRADED FD III MANAGED MUN ETF 0.5%
Value ($000) $551 Shares 9,925 Est. Cost $55.52 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $548 Shares 410 Est. Cost $64.05 Unrealized 0.0%
FXG FIRST TR EXCHANGE TRADED FD II CONSUMER STAPLES ALPHADEX FD ANNUAL 0.5%
Value ($000) $537 Shares 10,723 Est. Cost $50.08 Unrealized
AIVL WISDOMTREE TR US DIVID EX FNCL 0.4%
Value ($000) $491 Shares 5,305 Est. Cost $92.55 Unrealized
GLADSTONE LD CORP PFD SER B 6 (Call Date 06/01/22) 0.4%
Value ($000) $430 Shares 17,195 Est. Cost $25.01 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $429 Shares 3,562 Est. Cost $89.68 Unrealized 0.0%
DIV GLOBAL X FDS GLOBAL X SUPERDIVIDEND U S ETF 0.4%
Value ($000) $415 Shares 17,500 Est. Cost $23.71 Unrealized
SJNK SPDR SERIES TRUST BLOOMBERG SRT TR 0.4%
Value ($000) $403 Shares 14,952 Est. Cost $26.95 Unrealized
FIW FIRST TRUST WATER ETF 0.4%
Value ($000) $388 Shares 6,475 Est. Cost $59.92 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 0.3%
Value ($000) $386 Shares 11,525 Est. Cost $33.49 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.3%
Value ($000) $369 Shares 5,618 Est. Cost $65.68 Unrealized
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.3%
Value ($000) $368 Shares 12,586 Est. Cost $29.24 Unrealized
CIM COML TR CORP PFD SER A (Call Date 01/19/23) 0.3%
Value ($000) $368 Shares 14,705 Est. Cost $25.03 Unrealized
EATON VANCE TAX-MNGD GBL DIV EQ INC COM STK USD0.01 0.3%
Value ($000) $365 Shares 41,590 Est. Cost $8.78 Unrealized
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.3%
Value ($000) $353 Shares 2,874 Est. Cost $108.00 Unrealized 0.0%
XSD SPDR SER TR S&P SEMICONDUCTOR ETF 0.3%
Value ($000) $343 Shares 3,235 Est. Cost $106.03 Unrealized
VIS VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS 0.3%
Value ($000) $338 Shares 2,195 Est. Cost $153.99 Unrealized
HDV ISHARES TRUST ISHARES CORE HIGH DIVIDEND 0.3%
Value ($000) $324 Shares 3,300 Est. Cost $98.18 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.3%
Value ($000) $314 Shares 1,467 Est. Cost $214.04 Unrealized
RPM RPM INTL INC FORMERLY RPM INC OHIO TO 10/11/2002 0.3%
Value ($000) $311 Shares 4,050 Est. Cost $72.53 Unrealized 0.0%
JNJ JOHNSON &JOHNSON COM USD1.00 0.3%
Value ($000) $306 Shares 2,099 Est. Cost $114.10 Unrealized 0.0%
CIM COML TR CORP PFD 5.50000 (Call Date 10/20/22) 0.3%
Value ($000) $305 Shares 12,195 Est. Cost $25.01 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $281 Shares 210 Est. Cost $64.02 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $270 Shares 2,163 Est. Cost $105.24 Unrealized 0.0%
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.2%
Value ($000) $270 Shares 5,800 Est. Cost $46.55 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $268 Shares 4,203 Est. Cost $48.90 Unrealized 0.0%
CIM COML TR CORP PFD SER A 5.50000 0.2%
Value ($000) $258 Shares 10,300 Est. Cost $25.05 Unrealized
EATON VANCE TX ADV GLBL DIV FD COM 0.2%
Value ($000) $258 Shares 14,330 Est. Cost $18.00 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $244 Shares 3,980 Est. Cost $42.79 Unrealized 0.0%
SPHD INVESCO EXCHNG TRADED FD TR II S&P500 HDL VOL 0.2%
Value ($000) $241 Shares 5,485 Est. Cost $43.94 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.2%
Value ($000) $239 Shares 1,350 Est. Cost $143.91 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM USD1.00 0.2%
Value ($000) $237 Shares 1,700 Est. Cost $108.67 Unrealized 0.0%
FIRST TR EXCH TRADED ALPHADEX FD II FIRST TRUST MEGA CAP ALPHAD 0.2%
Value ($000) $231 Shares 6,025 Est. Cost $38.34 Unrealized
XRT SPDR SER TR S&P RETAIL ETF 0.2%
Value ($000) $216 Shares 4,700 Est. Cost $45.96 Unrealized
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.2%
Value ($000) $214 Shares 3,128 Est. Cost $68.41 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $212 Shares 722 Est. Cost $236.60 Unrealized 0.0%
FDL FIRST TRUST MORN DVD LEAD IN 0.2%
Value ($000) $211 Shares 6,466 Est. Cost $32.63 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $210 Shares 1,329 Est. Cost $139.23 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $204 Shares 2,930 Est. Cost $52.07 Unrealized 0.0%
BA BOEING CO COM USD5.00 0.2%
Value ($000) $200 Shares 615 Est. Cost $351.04 Unrealized 0.0%
T AT&T INC COM USD1 0.2%
Value ($000) $198 Shares 5,074 Est. Cost $18.86 Unrealized 0.0%
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $196 Shares 1,800 Est. Cost $95.83 Unrealized 0.0%
GLOBAL X FDS GLOBAL X SUPERDIV ETF 0.2%
Value ($000) $195 Shares 11,000 Est. Cost $17.73 Unrealized
VCR VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS 0.2%
Value ($000) $191 Shares 1,010 Est. Cost $189.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.2%
Value ($000) $186 Shares 820 Est. Cost $217.17 Unrealized 0.0%
DEUTSCHE BANK AG LONDON ETN 14/11/22 (LKD DJ HY SEL 10 TTL RTN I CALLABLE PUTTABLE NOT RATED 0.2%
Value ($000) $184 Shares 7,100 Est. Cost $25.92 Unrealized
QLD PROSHARES ULTRA QQQ PROSHARES 0.2%
Value ($000) $183 Shares 1,500 Est. Cost $122.00 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $182 Shares 1,261 Est. Cost $135.71 Unrealized 0.0%
EATON VANCE TXMGD GL BUYWR OPP COM 0.2%
Value ($000) $180 Shares 17,352 Est. Cost $10.37 Unrealized
FYC FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD 0.2%
Value ($000) $178 Shares 3,805 Est. Cost $46.78 Unrealized
AQUA AMERICA INC 0.2%
Value ($000) $176 Shares 3,739 Est. Cost $47.07 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.2%
Value ($000) $176 Shares 1,875 Est. Cost $93.87 Unrealized
CSM PROSHARES TR LARGE CAP CRE 0.2%
Value ($000) $166 Shares 2,156 Est. Cost $76.99 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $164 Shares 6,000 Est. Cost $22.96 Unrealized 0.0%
NFLX NETFLIX COM INC COM 0.1%
Value ($000) $162 Shares 500 Est. Cost $29.65 Unrealized 0.0%
DHS WISDOMTREE TR US HIGH DIVIDEND 0.1%
Value ($000) $159 Shares 2,067 Est. Cost $76.92 Unrealized
ETF MANAGERS TR PRIME CYBR SCRTY 0.1%
Value ($000) $157 Shares 3,775 Est. Cost $41.59 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.1%
Value ($000) $156 Shares 1,100 Est. Cost $141.82 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $155 Shares 945 Est. Cost $164.02 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $154 Shares 725 Est. Cost $212.41 Unrealized
SRVR PACER FDS TR BNCHMRK INFRA 0.1%
Value ($000) $148 Shares 4,550 Est. Cost $32.53 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $146 Shares 1,300 Est. Cost $112.31 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $143 Shares 1,522 Est. Cost $73.62 Unrealized 0.0%
PGX INVESCO EXCHNG TRADED FD TR II PFD ETF 0.1%
Value ($000) $135 Shares 8,975 Est. Cost $15.04 Unrealized
AZN ASTRAZENECA ADR EACH REP 1 ORD USD0.25 MGT 0.1%
Value ($000) $130 Shares 2,600 Est. Cost $50.00 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.1%
Value ($000) $128 Shares 860 Est. Cost $148.84 Unrealized
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $127 Shares 1,391 Est. Cost $67.55 Unrealized 0.0%
IYM ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF 0.1%
Value ($000) $123 Shares 1,255 Est. Cost $98.01 Unrealized
SEAGATE TECHNOLOGY PLC COM USD0.00001 0.1%
Value ($000) $119 Shares 2,000 Est. Cost $59.50 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $117 Shares 2,604 Est. Cost $37.86 Unrealized 0.0%
PPL PPL CORP COM USD0.01 0.1%
Value ($000) $115 Shares 3,200 Est. Cost $25.91 Unrealized 0.0%
AEE AMEREN CORP COM USD0.01 0.1%
Value ($000) $115 Shares 1,500 Est. Cost $63.64 Unrealized 0.0%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $113 Shares 950 Est. Cost $100.85 Unrealized 0.0%
PEJ INVESCO EXCHANGE TRADED FD TR DYNMC LEISURE 0.1%
Value ($000) $113 Shares 2,505 Est. Cost $45.11 Unrealized
PIO INVESCO EXCHNG TRADED FD TR II GLOBAL WATER 0.1%
Value ($000) $112 Shares 3,615 Est. Cost $30.98 Unrealized
IMCB ISHARES TR MRGSTR MD CP ETF 0.1%
Value ($000) $112 Shares 536 Est. Cost $208.96 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.1%
Value ($000) $108 Shares 1,330 Est. Cost $81.20 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $106 Shares 1,800 Est. Cost $49.14 Unrealized 0.0%
FGD FIRST TR EXCHANGE TRADED FD II FIRST TR DOW JONES GLOBAL SELECT DIVIDEND INDEX FD 0.1%
Value ($000) $105 Shares 4,200 Est. Cost $25.00 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $104 Shares 1,100 Est. Cost $74.24 Unrealized 0.0%
AFL AFLAC INC COM USD0.10 0.1%
Value ($000) $102 Shares 1,931 Est. Cost $45.85 Unrealized 0.0%
EATON VANCE MUNICIPAL BOND FD 0.1%
Value ($000) $101 Shares 7,839 Est. Cost $12.88 Unrealized
FXL FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD USD ISIN #US33734X1761 SEDOL #B4V4XQ5 0.1%
Value ($000) $100 Shares 1,381 Est. Cost $72.41 Unrealized
FLS FLOWSERVE CORP COM USD1.25 0.1%
Value ($000) $98 Shares 1,975 Est. Cost $41.81 Unrealized 0.0%
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.1%
Value ($000) $97 Shares 695 Est. Cost $139.57 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.1%
Value ($000) $96 Shares 1,200 Est. Cost $80.00 Unrealized
FEM FIRST TR EXCH TRADED ALPHADEX FD II EMERGING MKTS ALPHADEX FD 0.1%
Value ($000) $93 Shares 3,521 Est. Cost $26.41 Unrealized
UGI UGI CORP NEW COM 0.1%
Value ($000) $92 Shares 2,040 Est. Cost $45.81 Unrealized 0.0%
RPV INVESCO EXCHANGE TRADED FD TR S&P500 PUR VAL 0.1%
Value ($000) $92 Shares 1,325 Est. Cost $69.43 Unrealized
TU TELUS CORP COM ISIN #CA87971M1032 SEDOL #2381093 0.1%
Value ($000) $89 Shares 2,300 Est. Cost $18.53 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $89 Shares 1,900 Est. Cost $46.84 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $83 Shares 419 Est. Cost $171.93 Unrealized 0.0%
ORI OLD REPUBLIC INTL CORP 0.1%
Value ($000) $83 Shares 3,724 Est. Cost $13.83 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $81 Shares 591 Est. Cost $137.06 Unrealized
CIM COML TR CORP PFD SER A (Call Date 06/28/23) 0.1%
Value ($000) $79 Shares 3,155 Est. Cost $25.04 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $78 Shares 500 Est. Cost $145.94 Unrealized 0.0%
VBR VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $77 Shares 565 Est. Cost $136.28 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $76 Shares 450 Est. Cost $138.76 Unrealized 0.0%
EA ELECTRONIC ARTS 0.1%
Value ($000) $75 Shares 700 Est. Cost $96.52 Unrealized 0.0%
PSI INVESCO EXCHANGE TRADED FD TR DYNMC SEMICNDT 0.1%
Value ($000) $74 Shares 1,100 Est. Cost $67.27 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.1%
Value ($000) $73 Shares 475 Est. Cost $124.59 Unrealized 0.0%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $73 Shares 1,512 Est. Cost $48.28 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $72 Shares 433 Est. Cost $166.28 Unrealized
FMCC FEDERAL HOME LOAN MORTGAGE CORP COM NPV 0.1%
Value ($000) $72 Shares 23,835 Est. Cost $2.96 Unrealized 0.0%
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV 0.1%
Value ($000) $72 Shares 1,050 Est. Cost $68.57 Unrealized
KRE SPDR SER TR S&P REGL BKG ETF 0.1%
Value ($000) $70 Shares 1,200 Est. Cost $58.33 Unrealized
TOTAL SA SPON ADS EA REP 1 ORD SHS 0.1%
Value ($000) $69 Shares 1,250 Est. Cost $55.20 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $68 Shares 476 Est. Cost $142.86 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.1%
Value ($000) $68 Shares 800 Est. Cost $60.01 Unrealized 0.0%
EATON VANCE MUN INCOME TR SH BEN INT 0.1%
Value ($000) $67 Shares 5,288 Est. Cost $12.67 Unrealized
IYT ISHARES TRUST TRANSPORTATION AVERAGE ETF FD 0.1%
Value ($000) $65 Shares 334 Est. Cost $194.61 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 0.1%
Value ($000) $65 Shares 850 Est. Cost $76.47 Unrealized
CIM COML TR CORP PFD SER A 0.1%
Value ($000) $64 Shares 2,550 Est. Cost $25.10 Unrealized
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $62 Shares 277 Est. Cost $223.83 Unrealized
TEMPLETON GLOBAL INCOME FD INC DELAWARE 0.1%
Value ($000) $61 Shares 10,000 Est. Cost $6.10 Unrealized
FXD FIRST TR EXCHANGE TRADED FD II CONSUMER DISCRETIONARY ISIN #US33734X1019 SEDOL #B428R53 0.1%
Value ($000) $60 Shares 1,325 Est. Cost $45.28 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $60 Shares 186 Est. Cost $322.58 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $58 Shares 1,021 Est. Cost $40.89 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $55 Shares 1,400 Est. Cost $26.71 Unrealized 0.0%
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $54 Shares 713 Est. Cost $47.69 Unrealized 0.0%
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND 0.0%
Value ($000) $54 Shares 401 Est. Cost $134.66 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $52 Shares 600 Est. Cost $75.30 Unrealized 0.0%
CIM COML TR CORP PFD SER A (Call Date 12/22/22) 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $24.76 Unrealized
FTCS FIRST TR ETF CAP STRENGTH ETF 0.0%
Value ($000) $51 Shares 850 Est. Cost $60.00 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $51 Shares 235 Est. Cost $194.99 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP COM USD1 0.0%
Value ($000) $50 Shares 255 Est. Cost $165.56 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $49 Shares 800 Est. Cost $54.60 Unrealized 0.0%
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $48 Shares 800 Est. Cost $60.00 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $46 Shares 337 Est. Cost $112.78 Unrealized 0.0%
IWX ISHARES TR RUS TP200 VL ETF 0.0%
Value ($000) $44 Shares 755 Est. Cost $58.28 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.0%
Value ($000) $43 Shares 319 Est. Cost $99.90 Unrealized 0.0%
FNK FIRST TR EXCH TRADED ALPHADEX FD II MID CAP VALUE ALPHADEX FD 0.0%
Value ($000) $41 Shares 1,150 Est. Cost $35.65 Unrealized
LUV SOUTHWEST AIRLNS CO 0.0%
Value ($000) $41 Shares 765 Est. Cost $51.27 Unrealized 0.0%
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $41 Shares 228 Est. Cost $149.35 Unrealized 0.0%
BIBL NORTHERN LTS FD TR IV INSPIRE 100ETF 0.0%
Value ($000) $40 Shares 1,300 Est. Cost $30.77 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $39 Shares 460 Est. Cost $84.78 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $38 Shares 690 Est. Cost $44.51 Unrealized 0.0%
IWP ISHARES RUSSELL MIDCAP GROWTH 0.0%
Value ($000) $37 Shares 245 Est. Cost $151.02 Unrealized
CYBERARK SOFTWARE LTD COM ILS0.01 0.0%
Value ($000) $37 Shares 315 Est. Cost $117.46 Unrealized
CIM COML TR CORP 5.5 PFD SER A (Call Date 05/17/24) 0.0%
Value ($000) $37 Shares 1,475 Est. Cost $25.08 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $36 Shares 700 Est. Cost $43.87 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $36 Shares 150 Est. Cost $50.17 Unrealized 0.0%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $35 Shares 1,640 Est. Cost $14.05 Unrealized 0.0%
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.0%
Value ($000) $34 Shares 175 Est. Cost $194.29 Unrealized
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $34 Shares 700 Est. Cost $48.57 Unrealized
NOC NORTHROP GRUMMAN CORP COM USD1 0.0%
Value ($000) $34 Shares 100 Est. Cost $317.67 Unrealized 0.0%
MDT MEDTRONIC PLC USD0.0001 0.0%
Value ($000) $34 Shares 300 Est. Cost $92.57 Unrealized 0.0%
LVHD LEGG MASON ETF INVESTMENT TR L VOL H DIV ETF 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $34.00 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $34 Shares 630 Est. Cost $46.59 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $32 Shares 100 Est. Cost $298.40 Unrealized 0.0%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $32 Shares 300 Est. Cost $18.82 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $32 Shares 400 Est. Cost $59.26 Unrealized 0.0%
FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHADEX FD ISIN #US33735B1089 SEDOL #B40RQL1 0.0%
Value ($000) $31 Shares 425 Est. Cost $72.94 Unrealized
RFG INVESCO EXCHANGE TRADED FD TR S&P MDCP400 PR 0.0%
Value ($000) $31 Shares 200 Est. Cost $155.00 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $30 Shares 400 Est. Cost $66.70 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $30 Shares 1,015 Est. Cost $24.50 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $30 Shares 499 Est. Cost $60.12 Unrealized
WTS WATTS WATER TECHNOLOGIES CL A 0.0%
Value ($000) $30 Shares 300 Est. Cost $94.88 Unrealized 0.0%
PJP INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS 0.0%
Value ($000) $29 Shares 451 Est. Cost $64.30 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $29 Shares 460 Est. Cost $63.90 Unrealized 0.0%
ADESTO TECHNOLOGIES CORP COM 0.0%
Value ($000) $29 Shares 3,390 Est. Cost $8.55 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $29 Shares 600 Est. Cost $48.33 Unrealized
FE FIRSTENERGY CORP COM USD0.10 0.0%
Value ($000) $29 Shares 600 Est. Cost $37.07 Unrealized 0.0%
NVDA NVIDIA CORP 0.0%
Value ($000) $28 Shares 120 Est. Cost $5.18 Unrealized 0.0%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.0%
Value ($000) $28 Shares 300 Est. Cost $93.33 Unrealized
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.0%
Value ($000) $27 Shares 150 Est. Cost $146.29 Unrealized 0.0%
NSRGF NESTLE SA CHF0.10 (REGD) ISIN #CH0038863350 SEDOL #7123870 0.0%
Value ($000) $27 Shares 250 Est. Cost $89.22 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES COM USD0.01 0.0%
Value ($000) $27 Shares 200 Est. Cost $112.81 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $27 Shares 200 Est. Cost $119.29 Unrealized 0.0%
VONG VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 0.0%
Value ($000) $27 Shares 150 Est. Cost $180.00 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $27 Shares 2,910 Est. Cost $6.68 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 278 Est. Cost $93.53 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $26 Shares 290 Est. Cost $89.66 Unrealized
FIRST TR EXCH TRADED ALPHADEX FD II BRAZIL ALPHADEX FD 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $17.33 Unrealized
CIM COML TR CORP PFD SER A 5.50000 (Call Date 11/17/22) 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.76 Unrealized
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $26 Shares 160 Est. Cost $162.50 Unrealized
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $26 Shares 300 Est. Cost $70.68 Unrealized 0.0%
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.76 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM USD0.10 0.0%
Value ($000) $26 Shares 400 Est. Cost $45.19 Unrealized 0.0%
SPLV INVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL 0.0%
Value ($000) $25 Shares 425 Est. Cost $58.82 Unrealized
FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS 0.0%
Value ($000) $25 Shares 450 Est. Cost $55.56 Unrealized
IXP ISHARES TR GBL COMM SVC ETF 0.0%
Value ($000) $24 Shares 390 Est. Cost $61.54 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $24 Shares 450 Est. Cost $50.44 Unrealized 0.0%
EGBN EAGLE BANCORP INC MD 0.0%
Value ($000) $24 Shares 500 Est. Cost $35.63 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $23 Shares 100 Est. Cost $37.82 Unrealized 0.0%
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.0%
Value ($000) $22 Shares 200 Est. Cost $91.47 Unrealized 0.0%
POWR ISHARES INC GLB ENR PROD ETF 0.0%
Value ($000) $22 Shares 1,160 Est. Cost $18.97 Unrealized
ATO ATMOS ENERGY CORP COM NPV 0.0%
Value ($000) $22 Shares 200 Est. Cost $94.23 Unrealized 0.0%
ISMD NORTHERN LTS FD TR IV INSPIRE SMAL ETF 0.0%
Value ($000) $21 Shares 750 Est. Cost $28.00 Unrealized
SPMO INVESCO EXCHNG TRADED FD TR II S&P 500 MOMNTM 0.0%
Value ($000) $21 Shares 500 Est. Cost $42.00 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.0%
Value ($000) $21 Shares 220 Est. Cost $95.45 Unrealized
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $21 Shares 150 Est. Cost $118.59 Unrealized 0.0%
ACN ACCENTURE PLC CLS A USD0.0000225 0.0%
Value ($000) $21 Shares 100 Est. Cost $178.42 Unrealized 0.0%
QQEW FIRST TRUST PORTFOLIOS FUNDS FIRST TRUST NASDQ 100 EQ WEI 0.0%
Value ($000) $20 Shares 275 Est. Cost $72.73 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $19 Shares 300 Est. Cost $63.33 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $67.37 Unrealized 0.0%
WW INTL INC COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.00 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $18 Shares 150 Est. Cost $36.38 Unrealized 0.0%
YYY AMPLIFY ETF TR HIGH INCOME 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $18.00 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $18 Shares 300 Est. Cost $44.33 Unrealized 0.0%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.00 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $18 Shares 88 Est. Cost $179.87 Unrealized 0.0%
FRI FIRST TR S&P REIT INDEX FD 0.0%
Value ($000) $18 Shares 700 Est. Cost $25.71 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.67 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $17 Shares 200 Est. Cost $68.51 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $17 Shares 485 Est. Cost $27.79 Unrealized 0.0%
FCEF FIRST TR EXCHNG TRADED FD VIII CEF INCM OPPTY 0.0%
Value ($000) $17 Shares 750 Est. Cost $22.67 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.33 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD VI NASDQ SEMCNDTR 0.0%
Value ($000) $16 Shares 400 Est. Cost $40.00 Unrealized
FIXD FIRST TRUST TCW OPP FIXED IN 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.33 Unrealized
ALLSTATE CORP 5.625 DP PFD A 5.62500 0.0%
Value ($000) $15 Shares 600 Est. Cost $25.00 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $30.00 Unrealized
UNITED TECHNOLOGIES CORP COM USD1 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.00 Unrealized
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.27 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $63.28 Unrealized 0.0%
XEVMX EATON VANCE CALIF MUNICIPAL BOND FUND 0.0%
Value ($000) $15 Shares 1,341 Est. Cost $11.19 Unrealized
KMB KIMBERLY CLARK CORP COM USD1.25 0.0%
Value ($000) $14 Shares 100 Est. Cost $108.78 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
FTS FORTIS INC COM ISIN #CA3495531079 SEDOL #2347200 0.0%
Value ($000) $14 Shares 338 Est. Cost $32.38 Unrealized 0.0%
OGS ONE GAS INC COM USD0.01 0.0%
Value ($000) $14 Shares 146 Est. Cost $91.47 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $13 Shares 800 Est. Cost $14.72 Unrealized 0.0%
GMF SPDR INDEX SHS FDS S&P EMERGING ASIA PAC ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
XSW SPDR S&P SOFTWARE &SER ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $99.83 Unrealized 0.0%
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.0%
Value ($000) $13 Shares 140 Est. Cost $92.86 Unrealized
LLY ELI LILLY AND CO COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $107.55 Unrealized 0.0%
DE DEERE & COMPANY 0.0%
Value ($000) $13 Shares 75 Est. Cost $157.96 Unrealized 0.0%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $13 Shares 150 Est. Cost $64.63 Unrealized 0.0%
MMM 3M COMPANY 0.0%
Value ($000) $13 Shares 71 Est. Cost $111.76 Unrealized 0.0%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $12 Shares 225 Est. Cost $53.33 Unrealized
ICF ISHARES TR COHEN STEER REIT 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
FNLC FIRST BANCORP INC ME COM STK USD0.01 0.0%
Value ($000) $12 Shares 400 Est. Cost $20.66 Unrealized 0.0%
VOT VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS 0.0%
Value ($000) $12 Shares 75 Est. Cost $160.00 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $12 Shares 40 Est. Cost $271.52 Unrealized 0.0%
CIM COML TR CORP 5.5 PFD SER A (Call Date 05/18/23) 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.88 Unrealized
XLI SECTOR SPDR TR SHS BEN INT INDUSTRIAL 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.62 Unrealized
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS(POST SPLT) 0.0%
Value ($000) $11 Shares 183 Est. Cost $60.11 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $11 Shares 594 Est. Cost $18.58 Unrealized 0.0%
FCTR FIRST TR EXCHANGE TRADED FD LUNT US FACTOR 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
GAMCO GLOBAL GOLD NAT RES &IN COM SH BEN INT 0.0%
Value ($000) $10 Shares 2,264 Est. Cost $4.42 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $10 Shares 211 Est. Cost $38.56 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $125.00 Unrealized
FUTY FIDELITY MSCI UTILS INDEX ETF 0.0%
Value ($000) $10 Shares 230 Est. Cost $43.48 Unrealized
XILINX INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
NKE NIKE INC CLASS B COM NPV 0.0%
Value ($000) $10 Shares 100 Est. Cost $86.82 Unrealized 0.0%
XBI SPDR SER TR S&P BIOTECH ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 0.0%
Value ($000) $10 Shares 25 Est. Cost $33.82 Unrealized 0.0%
LNNGY LI NING CO LTD UNSPONSORD ADR 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.00 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
IYZ ISHARES TR US TELECOM ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.0%
Value ($000) $9 Shares 94 Est. Cost $71.81 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $9 Shares 100 Est. Cost $71.77 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $9 Shares 105 Est. Cost $72.86 Unrealized 0.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $294.23 Unrealized 0.0%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $50.21 Unrealized 0.0%
COHEN &STEERS TOTAL RETURN FD COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
SHRY FIRST TR EXCHANGE TRADED FD VI LARGE CAP US EQUITY SELECT ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
MDU MDU RESOURCES GROUP INC COM USD1.00 0.0%
Value ($000) $7 Shares 225 Est. Cost $9.10 Unrealized 0.0%
SECOND SIGHT MEDICAL PRODUCTS INC COM NPV 0.0%
Value ($000) $7 Shares 8,800 Est. Cost $0.80 Unrealized
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $7 Shares 3,835 Est. Cost $1.97 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $7 Shares 100 Est. Cost $57.78 Unrealized 0.0%
ERIC ERICSSON ADR EACH REP 1 ORD B SEK1 0.0%
Value ($000) $7 Shares 785 Est. Cost $8.92 Unrealized
LNG CHENIERE ENERGY INC COM USD0.003 0.0%
Value ($000) $6 Shares 100 Est. Cost $61.55 Unrealized 0.0%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $6 Shares 350 Est. Cost $17.14 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.09 Unrealized 0.0%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.0%
Value ($000) $6 Shares 163 Est. Cost $24.85 Unrealized 0.0%
EMB ISHARES TR JP MOR EM MK ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
NI NISOURCE INC COM USD0.01 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.34 Unrealized 0.0%
NTR NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0 0.0%
Value ($000) $6 Shares 120 Est. Cost $39.21 Unrealized 0.0%
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $6 Shares 95 Est. Cost $61.67 Unrealized 0.0%
LDOS LEIDOS HLDGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.14 Unrealized 0.0%
FIRST TR VALUE LINE 100 EXCHANGE TRADED FD COM SHS 0.0%
Value ($000) $6 Shares 275 Est. Cost $21.82 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $76.10 Unrealized 0.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $5 Shares 23 Est. Cost $194.19 Unrealized 0.0%
NTDOY NINTENDO CO LTD ADR(8 CNV INTO 1 ORD)NPV 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.56 Unrealized
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.0%
Value ($000) $5 Shares 25 Est. Cost $179.27 Unrealized 0.0%
W WAYFAIR INC CL A 0.0%
Value ($000) $5 Shares 50 Est. Cost $93.29 Unrealized 0.0%
ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5 0.0%
Value ($000) $5 Shares 312 Est. Cost $16.03 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.0%
Value ($000) $5 Shares 25 Est. Cost $200.00 Unrealized
TIFFANY &CO NEW COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $4 Shares 600 Est. Cost $6.67 Unrealized
CRON CRONOS GROUP INC COM NPV ISIN #CA22717L1013 SEDOL #BF01YS3 0.0%
Value ($000) $4 Shares 520 Est. Cost $7.65 Unrealized 0.0%
ARCO ARCOS DORADOS HOLDINGS INC COM NPV CL A 0.0%
Value ($000) $4 Shares 433 Est. Cost $6.58 Unrealized 0.0%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.31 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.64 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $103.97 Unrealized 0.0%
AURORA CANNABIS INC COM 0.0%
Value ($000) $3 Shares 1,230 Est. Cost $2.44 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $67.85 Unrealized 0.0%
ALL ALLSTATE CORP COM USD0.01 0.0%
Value ($000) $3 Shares 25 Est. Cost $94.20 Unrealized 0.0%
ALABAMA POWER CO 4.60000 PFD (Call Date 02/01/20) 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
AIA ISHARES TR ASIA 50 ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $29.67 Unrealized 0.0%
CORBUS PHARMACEUTICALS HLDGS COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $24.51 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR SHS BEN INT MATERIALS 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $36.70 Unrealized 0.0%
GENERAL ELECTRIC CO COM USD0.06 0.0%
Value ($000) $2 Shares 176 Est. Cost $11.36 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.16 Unrealized 0.0%
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $1 Shares 940 Est. Cost $1.06 Unrealized
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.48 Unrealized 0.0%
CANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $42.09 Unrealized 0.0%
PRKS SEAWORLD ENTMT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.85 Unrealized 0.0%
PROGRESS ENERGY INC CONTINGENT VALUE 0.00000 PFD 0.0%
Value ($000) $0 Shares 389 Est. Cost Unrealized
CENTURYLINK INC COM USD1.00 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized
ZNOG ZION OIL &GAS INC COM 0.0%
Value ($000) $0 Shares 564 Est. Cost $0.20 Unrealized 0.0%
BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WINDSTREAM HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GENERAL MOTORS ESCROW 4TH DISTRIBUTION 0.0%
Value ($000) $0 Shares 800 Est. Cost Unrealized
GNLKQ GENELINK INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized 0.0%
GOOXF GIVOT OLAM OIL EXPLORATION ILS1 ISIN #IL0005060228 SEDOL #6397030 0.0%
Value ($000) $0 Shares 1,100 Est. Cost Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.97 Unrealized 0.0%