Stonebridge Financial Planning Group, LLC Diversified Active

CIK: 0001802494 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 15, 2020

Total Value ($000): $100,320 (100.0% shares, 0.0% debt)

Holdings (414)

IWY ISHARES TR RUS TP200 GR ETF 5.5%
Value ($000) $5,535 Shares 62,206 Est. Cost $95.74 Unrealized
IYW ISHARES US TECHNOLOGY ETF 5.0%
Value ($000) $5,019 Shares 23,266 Est. Cost $232.27 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.3%
Value ($000) $3,317 Shares 12,064 Est. Cost $323.22 Unrealized
MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 3.2%
Value ($000) $3,243 Shares 24,138 Est. Cost $145.53 Unrealized
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 3.2%
Value ($000) $3,242 Shares 25,397 Est. Cost $141.26 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 3.1%
Value ($000) $3,129 Shares 12,978 Est. Cost $262.20 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 2.8%
Value ($000) $2,846 Shares 58,329 Est. Cost $36.81 Unrealized +30.9%
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 2.8%
Value ($000) $2,778 Shares 46,854 Est. Cost $60.09 Unrealized
AMZN AMAZON.COM INC 2.7%
Value ($000) $2,719 Shares 1,331 Est. Cost $88.51 Unrealized +9.4%
RSPS INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP 2.6%
Value ($000) $2,618 Shares 20,084 Est. Cost $144.95 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 2.4%
Value ($000) $2,406 Shares 39,651 Est. Cost $67.65 Unrealized
IYC ISHARES TRUST US CONSUMER SERVICES ETF USD DIS 2.3%
Value ($000) $2,345 Shares 12,495 Est. Cost $228.23 Unrealized
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 2.2%
Value ($000) $2,172 Shares 14,913 Est. Cost $160.28 Unrealized
META FACEBOOK INC-CLASS A 2.0%
Value ($000) $2,045 Shares 11,732 Est. Cost $192.35 Unrealized +1.1%
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 2.0%
Value ($000) $1,959 Shares 18,692 Est. Cost $125.42 Unrealized
V VISA INC COM CL A 1.9%
Value ($000) $1,941 Shares 11,096 Est. Cost $172.55 Unrealized +4.7%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 1.8%
Value ($000) $1,780 Shares 7,935 Est. Cost $244.83 Unrealized
SDY SPDR SER TR S&P DIVID ETF 1.8%
Value ($000) $1,770 Shares 20,880 Est. Cost $107.57 Unrealized
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 1.6%
Value ($000) $1,642 Shares 94,612 Est. Cost $19.84 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 1.6%
Value ($000) $1,631 Shares 8,805 Est. Cost $177.58 Unrealized +2.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.5%
Value ($000) $1,537 Shares 9,630 Est. Cost $175.89 Unrealized
FAD FIRST TR MULTI CAP GROWTH ALPH COM SHS 1.2%
Value ($000) $1,246 Shares 19,640 Est. Cost $77.27 Unrealized
MA MASTERCARD INC CL A 1.2%
Value ($000) $1,237 Shares 4,565 Est. Cost $272.58 Unrealized +5.6%
FMB FIRST TR EXCH TRADED FD III MANAGD MUN ETF 1.2%
Value ($000) $1,194 Shares 22,384 Est. Cost $54.31 Unrealized
QTEC FIRST TR NASDAQ-100 TECH INDX SHS 1.2%
Value ($000) $1,172 Shares 13,035 Est. Cost $100.11 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 1.0%
Value ($000) $1,046 Shares 18,715 Est. Cost $60.26 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHADEX COM SHS 1.0%
Value ($000) $1,042 Shares 16,478 Est. Cost $72.58 Unrealized
RAYTHEON TECHNOLOGIES CORP COM 1.0%
Value ($000) $993 Shares 15,853 Est. Cost $128.84 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1.0%
Value ($000) $955 Shares 5,751 Est. Cost $177.96 Unrealized
ARCC ARES CAPITAL CORP COM 0.9%
Value ($000) $942 Shares 80,215 Est. Cost $10.31 Unrealized -7.1%
FIW FIRST TRUST WATER ETF 0.9%
Value ($000) $886 Shares 17,580 Est. Cost $53.91 Unrealized
IYK ISHARES U S CONSUMER GOODS ETF 0.9%
Value ($000) $880 Shares 7,669 Est. Cost $133.12 Unrealized
SOXX ISHARES TR PHLX SEMICONDUCTOR ETF 0.8%
Value ($000) $838 Shares 3,769 Est. Cost $251.12 Unrealized
FVD FIRST TR VALUE LINE DIVID INDE SHS 0.8%
Value ($000) $818 Shares 27,938 Est. Cost $33.74 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.8%
Value ($000) $803 Shares 4,153 Est. Cost $210.45 Unrealized
IYF ISHARES U S FINANCIALS ETF 0.8%
Value ($000) $799 Shares 7,662 Est. Cost $137.75 Unrealized
OWL ROCK CAPITAL CORPORATION II ADVISORY 0.7%
Value ($000) $746 Shares 89,936 Est. Cost $8.29 Unrealized
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.7%
Value ($000) $692 Shares 11,918 Est. Cost $64.55 Unrealized
MFS CHARTER INCOME TRUST SH BEN INT 0.7%
Value ($000) $684 Shares 90,285 Est. Cost $8.42 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.7%
Value ($000) $682 Shares 6,629 Est. Cost $128.89 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.7%
Value ($000) $670 Shares 11,637 Est. Cost $61.49 Unrealized
AAPL APPLE INC COM USD0.00001 0.7%
Value ($000) $664 Shares 2,495 Est. Cost $62.02 Unrealized +14.6%
FNY FIRST TR EXCH TRADED ALPHADEX FD II MID CAP GROWTH ALPHADEX FD 0.6%
Value ($000) $632 Shares 16,440 Est. Cost $47.89 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.6%
Value ($000) $626 Shares 19,479 Est. Cost $36.47 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.6%
Value ($000) $559 Shares 15,000 Est. Cost $37.27 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.5%
Value ($000) $522 Shares 29,364 Est. Cost $25.51 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.5%
Value ($000) $480 Shares 3,175 Est. Cost $154.88 Unrealized +9.4%
FXG FIRST TR EXCHANGE TRADED FD II CONSUMER STAPLES ALPHADEX FD ANNUAL 0.5%
Value ($000) $454 Shares 10,801 Est. Cost $50.08 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.4%
Value ($000) $441 Shares 3,355 Est. Cost $167.54 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
VBK VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY VANGUARD INDEX TR 0.4%
Value ($000) $410 Shares 2,597 Est. Cost $198.68 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $405 Shares 335 Est. Cost $64.05 Unrealized +5.1%
HYS PIMCO ETF TRUST 0-5 YR HIGH YLD CORP BD IDX ETF 0.4%
Value ($000) $402 Shares 4,651 Est. Cost $99.80 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.4%
Value ($000) $386 Shares 1,532 Est. Cost $251.96 Unrealized
CIM COML TR CORP PFD SER A (Call Date 01/19/23) 0.4%
Value ($000) $368 Shares 14,705 Est. Cost $25.03 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.4%
Value ($000) $362 Shares 2,529 Est. Cost $115.12 Unrealized +4.4%
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.4%
Value ($000) $360 Shares 2,876 Est. Cost $108.00 Unrealized +6.9%
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.3%
Value ($000) $347 Shares 13,270 Est. Cost $29.08 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.3%
Value ($000) $340 Shares 27,503 Est. Cost $12.36 Unrealized
AIVL WISDOMTREE TR US DIVID EX FNCL 0.3%
Value ($000) $317 Shares 4,555 Est. Cost $92.55 Unrealized
SJNK SPDR SER TR BLOOMBERG SRT TR 0.3%
Value ($000) $309 Shares 13,027 Est. Cost $26.95 Unrealized
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
XSD SPDR SER TR S&P SEMICNDCTR 0.3%
Value ($000) $294 Shares 3,235 Est. Cost $106.03 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.3%
Value ($000) $279 Shares 41,665 Est. Cost $8.78 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 0.3%
Value ($000) $264 Shares 11,525 Est. Cost $33.49 Unrealized
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 0.3%
Value ($000) $261 Shares 2,625 Est. Cost $99.43 Unrealized
HDV ISHARES TRUST ISHARES CORE HIGH DIVIDEND 0.3%
Value ($000) $252 Shares 3,225 Est. Cost $98.18 Unrealized
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $249 Shares 2,163 Est. Cost $105.24 Unrealized -1.3%
SPHD INVESCO EXCHANGE-TRADED FD TR S&P500 HDL VOL 0.2%
Value ($000) $249 Shares 7,781 Est. Cost $40.42 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $245 Shares 2,850 Est. Cost $89.68 Unrealized -15.2%
SO SOUTHERN CO 0.2%
Value ($000) $245 Shares 4,203 Est. Cost $48.90 Unrealized +3.2%
VIS VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS 0.2%
Value ($000) $244 Shares 2,095 Est. Cost $153.99 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $240 Shares 1,455 Est. Cost $140.71 Unrealized +11.1%
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $239 Shares 2,800 Est. Cost $85.93 Unrealized -0.0%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $237 Shares 4,101 Est. Cost $42.74 Unrealized -4.0%
DIV GLOBAL X FDS GLOBAL X SUPERDIVIDEND U S ETF 0.2%
Value ($000) $234 Shares 17,500 Est. Cost $23.71 Unrealized
RPM RPM INTL INC FORMERLY RPM INC OHIO TO 10/11/2002 0.2%
Value ($000) $211 Shares 3,250 Est. Cost $72.53 Unrealized -5.0%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $205 Shares 170 Est. Cost $64.02 Unrealized +5.1%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $193 Shares 722 Est. Cost $236.60 Unrealized +5.5%
FIRST TR EXCH TRADED ALPHADEX FD II FIRST TRUST MEGA CAP ALPHAD 0.2%
Value ($000) $192 Shares 6,025 Est. Cost $38.34 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.2%
Value ($000) $188 Shares 1,350 Est. Cost $143.91 Unrealized -5.1%
EATON VANCE TX ADV GLBL DIV FD COM 0.2%
Value ($000) $186 Shares 14,384 Est. Cost $18.00 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.2%
Value ($000) $178 Shares 7,100 Est. Cost $25.07 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $177 Shares 1,082 Est. Cost $214.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.2%
Value ($000) $176 Shares 920 Est. Cost $216.67 Unrealized -1.9%
CIM COML TR CORP 5.5 PFD SER A 0.2%
Value ($000) $173 Shares 6,935 Est. Cost $24.95 Unrealized
JPM JPMORGAN CHASE & CO COM USD1.00 0.2%
Value ($000) $170 Shares 1,798 Est. Cost $108.40 Unrealized -4.4%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $169 Shares 1,458 Est. Cost $112.70 Unrealized
VCR VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS 0.2%
Value ($000) $157 Shares 1,010 Est. Cost $189.11 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $153 Shares 3,579 Est. Cost $47.18 Unrealized 0.0%
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.2%
Value ($000) $153 Shares 2,928 Est. Cost $68.41 Unrealized
XRT SPDR SER TR S&P RETAIL ETF 0.2%
Value ($000) $152 Shares 4,700 Est. Cost $45.96 Unrealized
SRVR PACER FDS TR BNCHMRK INFRA 0.1%
Value ($000) $147 Shares 4,550 Est. Cost $32.53 Unrealized
FDL FIRST TR MORNINGSTAR DIVID LEA SHS 0.1%
Value ($000) $147 Shares 6,073 Est. Cost $32.63 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $145 Shares 725 Est. Cost $212.41 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $145 Shares 819 Est. Cost $171.88 Unrealized -0.0%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $142 Shares 1,875 Est. Cost $93.87 Unrealized
EATON VANCE TXMGD GL BUYWR OPP COM 0.1%
Value ($000) $138 Shares 17,352 Est. Cost $10.37 Unrealized
CSM PROSHARES TR LARGE CAP CRE 0.1%
Value ($000) $136 Shares 2,159 Est. Cost $76.99 Unrealized
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.1%
Value ($000) $133 Shares 3,200 Est. Cost $46.55 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $133 Shares 1,317 Est. Cost $135.19 Unrealized -8.6%
PIO INVESCO EXCHANGE-TRADED FD TR GLOBAL WATER 0.1%
Value ($000) $132 Shares 5,215 Est. Cost $29.24 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.1%
Value ($000) $131 Shares 1,000 Est. Cost $141.82 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $129 Shares 945 Est. Cost $164.02 Unrealized
QLD PROSHARES ULTRA QQQ PROSHARES 0.1%
Value ($000) $128 Shares 1,300 Est. Cost $122.00 Unrealized
BA BOEING CO COM USD5.00 0.1%
Value ($000) $127 Shares 865 Est. Cost $328.43 Unrealized -16.9%
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.1%
Value ($000) $126 Shares 910 Est. Cost $148.27 Unrealized
DHS WISDOMTREE TR US HIGH DIVIDEND 0.1%
Value ($000) $125 Shares 2,068 Est. Cost $76.92 Unrealized
T AT&T INC COM USD1 0.1%
Value ($000) $124 Shares 4,146 Est. Cost $18.86 Unrealized -3.7%
HD HOME DEPOT INC COM 0.1%
Value ($000) $122 Shares 625 Est. Cost $191.96 Unrealized -1.0%
PGX INVESCO EXCHANGE-TRADED FD TR PFD ETF 0.1%
Value ($000) $121 Shares 8,975 Est. Cost $15.04 Unrealized
AZN ASTRAZENECA ADR EACH REP 1 ORD USD0.25 MGT 0.1%
Value ($000) $114 Shares 2,600 Est. Cost $50.00 Unrealized
AEE AMEREN CORP COM USD0.01 0.1%
Value ($000) $114 Shares 1,500 Est. Cost $63.64 Unrealized +5.1%
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $110 Shares 1,350 Est. Cost $67.55 Unrealized -3.6%
DEUTSCHE BANK AG ETN DJ HY 2022 CALLABLE 0.00000 11/14/2022 0.1%
Value ($000) $105 Shares 6,150 Est. Cost $25.92 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $105 Shares 2,400 Est. Cost $52.07 Unrealized -19.2%
GLOBAL X FDS GLOBAL X SUPERDIV ETF 0.1%
Value ($000) $105 Shares 11,000 Est. Cost $17.73 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $105 Shares 4,200 Est. Cost $25.00 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC COM 0.1%
Value ($000) $103 Shares 3,200 Est. Cost $32.19 Unrealized
SEAGATE TECHNOLOGY PLC COM USD0.00001 0.1%
Value ($000) $102 Shares 2,000 Est. Cost $59.50 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $101 Shares 6,000 Est. Cost $22.96 Unrealized -14.7%
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $100 Shares 4,000 Est. Cost $25.05 Unrealized
ETF MANAGERS TR PRIME CYBR SCRTY 0.1%
Value ($000) $97 Shares 2,625 Est. Cost $41.59 Unrealized
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $96 Shares 950 Est. Cost $100.85 Unrealized -2.5%
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $95 Shares 3,787 Est. Cost $25.01 Unrealized
FXL FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD USD ISIN #US33734X1761 SEDOL #B4V4XQ5 0.1%
Value ($000) $95 Shares 1,517 Est. Cost $71.53 Unrealized
NFLX NETFLIX COM INC COM 0.1%
Value ($000) $95 Shares 255 Est. Cost $29.65 Unrealized +19.3%
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 0.1%
Value ($000) $94 Shares 4,400 Est. Cost $21.36 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $92 Shares 1,800 Est. Cost $49.14 Unrealized -10.2%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $92 Shares 1,100 Est. Cost $74.24 Unrealized +3.1%
FYC FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD 0.1%
Value ($000) $91 Shares 2,705 Est. Cost $46.78 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $87 Shares 2,305 Est. Cost $37.86 Unrealized -4.8%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $85 Shares 500 Est. Cost $145.94 Unrealized -2.5%
PPL PPL CORP COM USD0.01 0.1%
Value ($000) $83 Shares 3,200 Est. Cost $25.91 Unrealized -2.7%
IMCB ISHARES TR MRGSTR MD CP ETF 0.1%
Value ($000) $82 Shares 500 Est. Cost $208.96 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $80 Shares 1,547 Est. Cost $73.35 Unrealized -22.0%
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
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.1%
Value ($000) $79 Shares 1,200 Est. Cost $80.00 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.1%
Value ($000) $77 Shares 585 Est. Cost $139.57 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.1%
Value ($000) $77 Shares 4,000 Est. Cost $19.25 Unrealized
DRI DARDEN RESTAURANTS 0.1%
Value ($000) $76 Shares 1,200 Est. Cost $95.83 Unrealized -13.6%
EA ELECTRONIC ARTS 0.1%
Value ($000) $75 Shares 700 Est. Cost $96.52 Unrealized +6.0%
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $74 Shares 476 Est. Cost $142.86 Unrealized
TU TELUS CORPORATION COM ISIN #CA87971M1032 SEDOL #2381093 0.1%
Value ($000) $74 Shares 4,600 Est. Cost $18.52 Unrealized -0.0%
WMT WALMART INC COM 0.1%
Value ($000) $73 Shares 600 Est. Cost $35.62 Unrealized -0.7%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $72 Shares 1,900 Est. Cost $46.84 Unrealized
FGD FIRST TR EXCHANGE TRADED FD II FIRST TR DOW JONES GLOBAL SELECT DIVIDEND INDEX FD 0.1%
Value ($000) $68 Shares 4,200 Est. Cost $25.00 Unrealized
AFL AFLAC INC COM USD0.10 0.1%
Value ($000) $66 Shares 1,737 Est. Cost $45.85 Unrealized -13.5%
LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $66 Shares 1,280 Est. Cost $51.98 Unrealized
CIM COML TR CORP PFD SER A 0.1%
Value ($000) $64 Shares 2,550 Est. Cost $25.10 Unrealized
FEM FIRST TR EXCH TRADED ALPHADEX FD II EMERGING MKTS ALPHADEX FD 0.1%
Value ($000) $62 Shares 3,297 Est. Cost $26.41 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $61 Shares 1,775 Est. Cost $26.52 Unrealized -2.6%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $61 Shares 1,514 Est. Cost $48.28 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.1%
Value ($000) $60 Shares 800 Est. Cost $60.01 Unrealized +1.2%
PEP PEPSICO INC 0.1%
Value ($000) $58 Shares 440 Est. Cost $112.77 Unrealized -0.0%
IYM ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF 0.1%
Value ($000) $58 Shares 756 Est. Cost $98.01 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $58 Shares 2,310 Est. Cost $25.11 Unrealized
RPV INVESCO EXCHANGE TRADED FD TR S&P500 PUR VAL 0.1%
Value ($000) $57 Shares 1,325 Est. Cost $69.43 Unrealized
FLS FLOWSERVE CORP COM USD1.25 0.1%
Value ($000) $57 Shares 1,983 Est. Cost $41.81 Unrealized -15.4%
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV 0.1%
Value ($000) $54 Shares 1,050 Est. Cost $68.57 Unrealized
TEMPLETON GLOBAL INCOME FD INC DELAWARE 0.1%
Value ($000) $54 Shares 10,000 Est. Cost $6.10 Unrealized
PSI INVESCO EXCHANGE TRADED FD TR DYNMC SEMICNDT 0.1%
Value ($000) $53 Shares 900 Est. Cost $67.27 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $52 Shares 2,100 Est. Cost $24.76 Unrealized
NSC NORFOLK SOUTHERN CORP COM USD1 0.1%
Value ($000) $52 Shares 325 Est. Cost $165.14 Unrealized -0.9%
CIM COML TR CORP PFD SER A (Call Date 12/22/22) 0.1%
Value ($000) $52 Shares 2,100 Est. Cost $24.76 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.1%
Value ($000) $52 Shares 3,650 Est. Cost $14.25 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $52 Shares 450 Est. Cost $138.76 Unrealized -8.9%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $51 Shares 600 Est. Cost $75.30 Unrealized +0.0%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $51 Shares 186 Est. Cost $322.58 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $50 Shares 950 Est. Cost $48.89 Unrealized -2.8%
PJP INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS 0.0%
Value ($000) $50 Shares 861 Est. Cost $61.34 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $48 Shares 1,579 Est. Cost $39.41 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $47 Shares 3,600 Est. Cost $13.06 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $47 Shares 990 Est. Cost $44.66 Unrealized +0.8%
TOTAL SA SPON ADS EA REP 1 ORD SHS 0.0%
Value ($000) $46 Shares 1,250 Est. Cost $55.20 Unrealized
LVHD LEGG MASON ETF INVT TR L VOL H DIV ETF 0.0%
Value ($000) $46 Shares 1,700 Est. Cost $31.14 Unrealized
IYT ISHARES TRUST TRANSPORTATION AVERAGE ETF FD 0.0%
Value ($000) $46 Shares 319 Est. Cost $194.61 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 0.0%
Value ($000) $46 Shares 850 Est. Cost $76.47 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 0.0%
Value ($000) $45 Shares 850 Est. Cost $60.00 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $45 Shares 384 Est. Cost $166.28 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $42 Shares 535 Est. Cost $83.90 Unrealized
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $42 Shares 2,569 Est. Cost $13.83 Unrealized -8.9%
BIBL NORTHERN LTS FD TR IV INSPIRE 100ETF 0.0%
Value ($000) $41 Shares 1,540 Est. Cost $30.12 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $41 Shares 391 Est. Cost $137.06 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.0%
Value ($000) $41 Shares 920 Est. Cost $81.20 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.0%
Value ($000) $40 Shares 500 Est. Cost $80.00 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $39 Shares 800 Est. Cost $54.60 Unrealized -2.3%
FXD FIRST TR EXCHANGE TRADED FD II CONSUMER DISCRETIONARY ISIN #US33734X1019 SEDOL #B428R53 0.0%
Value ($000) $39 Shares 1,325 Est. Cost $45.28 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $39 Shares 475 Est. Cost $124.59 Unrealized -12.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $38 Shares 1,171 Est. Cost $40.26 Unrealized -10.7%
IWP ISHARES RUSSELL MIDCAP GROWTH 0.0%
Value ($000) $37 Shares 289 Est. Cost $147.52 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
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $37 Shares 800 Est. Cost $60.00 Unrealized
PEJ INVESCO EXCHANGE TRADED FD TR DYNMC LEISURE 0.0%
Value ($000) $36 Shares 1,460 Est. Cost $45.11 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $35 Shares 1,494 Est. Cost $26.52 Unrealized -2.3%
IWX ISHARES TR RUS TP200 VL ETF 0.0%
Value ($000) $35 Shares 755 Est. Cost $58.28 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $35 Shares 150 Est. Cost $50.17 Unrealized +8.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $34 Shares 230 Est. Cost $149.35 Unrealized -2.9%
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $34 Shares 227 Est. Cost $223.83 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $33 Shares 300 Est. Cost $18.82 Unrealized +13.9%
MMM 3M COMPANY 0.0%
Value ($000) $33 Shares 221 Est. Cost $107.82 Unrealized -1.7%
APD AIR PRODUCTS & CHEM 0.0%
Value ($000) $32 Shares 150 Est. Cost $197.04 Unrealized 0.0%
NVDA NVIDIA CORP 0.0%
Value ($000) $32 Shares 120 Est. Cost $5.18 Unrealized +21.4%
FMCC FEDERAL HOME LOAN MORTGAGE CORP COM NPV 0.0%
Value ($000) $31 Shares 21,935 Est. Cost $2.96 Unrealized -12.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $31 Shares 100 Est. Cost $298.40 Unrealized +4.1%
ADESTO TECHNOLOGIES CORP COM 0.0%
Value ($000) $30 Shares 2,760 Est. Cost $8.55 Unrealized
MDT MEDTRONIC PLC USD0.0001 0.0%
Value ($000) $30 Shares 300 Est. Cost $92.57 Unrealized -2.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $29 Shares 275 Est. Cost $109.59 Unrealized +0.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $29 Shares 500 Est. Cost $45.86 Unrealized +5.9%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.0%
Value ($000) $29 Shares 243 Est. Cost $99.90 Unrealized -1.6%
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND 0.0%
Value ($000) $29 Shares 275 Est. Cost $134.66 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $28 Shares 42 Est. Cost $536.14 Unrealized 0.0%
FYT FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $23.33 Unrealized
CYBERARK SOFTWARE LTD COM ILS0.01 0.0%
Value ($000) $27 Shares 315 Est. Cost $117.46 Unrealized
NSRGF NESTLE SA CHF0.10 (REGD) ISIN #CH0038863350 SEDOL #7123870 0.0%
Value ($000) $27 Shares 250 Est. Cost $89.22 Unrealized +0.6%
CIM COML TR CORP 5.5 PFD SER A 0.0%
Value ($000) $26 Shares 1,052 Est. Cost $24.71 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $26 Shares 1,016 Est. Cost $24.50 Unrealized +4.4%
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.76 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.0%
Value ($000) $26 Shares 300 Est. Cost $93.33 Unrealized
FE FIRSTENERGY CORP COM USD0.10 0.0%
Value ($000) $26 Shares 600 Est. Cost $37.07 Unrealized -2.0%
LUV SOUTHWEST AIRLNS CO 0.0%
Value ($000) $26 Shares 765 Est. Cost $51.27 Unrealized -10.3%
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
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $25 Shares 700 Est. Cost $48.57 Unrealized
LLY ELI LILLY AND CO COM 0.0%
Value ($000) $25 Shares 170 Est. Cost $116.04 Unrealized +10.5%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $25 Shares 1,659 Est. Cost $14.04 Unrealized -4.8%
VONG VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 0.0%
Value ($000) $25 Shares 150 Est. Cost $180.00 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $24 Shares 600 Est. Cost $48.33 Unrealized
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.0%
Value ($000) $24 Shares 135 Est. Cost $194.29 Unrealized
WTS WATTS WATER TECHNOLOGIES CL A 0.0%
Value ($000) $24 Shares 300 Est. Cost $94.88 Unrealized +0.9%
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $24 Shares 80 Est. Cost $274.65 Unrealized +1.1%
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.0%
Value ($000) $24 Shares 150 Est. Cost $146.29 Unrealized +0.9%
RFG INVESCO EXCHANGE TRADED FD TR S&P MDCP400 PR 0.0%
Value ($000) $24 Shares 200 Est. Cost $155.00 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $24 Shares 80 Est. Cost $244.52 Unrealized 0.0%
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $23 Shares 160 Est. Cost $162.50 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $22 Shares 400 Est. Cost $66.70 Unrealized -11.5%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $22 Shares 160 Est. Cost $101.25 Unrealized +14.9%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $22 Shares 290 Est. Cost $89.66 Unrealized
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $21 Shares 200 Est. Cost $119.29 Unrealized -8.1%
IXP ISHARES TR GBL COMM SVC ETF 0.0%
Value ($000) $21 Shares 390 Est. Cost $61.54 Unrealized
SPLV INVESCO EXCHANGE-TRADED FD TR S&P500 LOW VOL 0.0%
Value ($000) $21 Shares 425 Est. Cost $58.82 Unrealized
ATO ATMOS ENERGY CORP COM NPV 0.0%
Value ($000) $21 Shares 200 Est. Cost $94.23 Unrealized +0.8%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $21 Shares 610 Est. Cost $58.33 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.0%
Value ($000) $21 Shares 265 Est. Cost $86.44 Unrealized
LMT LOCKHEED MARTIN CORP COM USD1.00 0.0%
Value ($000) $21 Shares 58 Est. Cost $334.90 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $21 Shares 278 Est. Cost $93.53 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $20 Shares 440 Est. Cost $60.12 Unrealized
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $20 Shares 300 Est. Cost $70.68 Unrealized -4.6%
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $19 Shares 714 Est. Cost $47.69 Unrealized -13.6%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $19 Shares 150 Est. Cost $118.59 Unrealized +3.8%
SPMO INVESCO EXCHANGE-TRADED FD TR S&P 500 MOMNTM 0.0%
Value ($000) $19 Shares 500 Est. Cost $42.00 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $19 Shares 275 Est. Cost $69.09 Unrealized
VLVLY VOLVO(AB) UNSP ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $12.67 Unrealized
INTC INTEL CORP COM USD0.001 0.0%
Value ($000) $18 Shares 300 Est. Cost $52.33 Unrealized 0.0%
FS KKR CAPITAL CORP II 0.0%
Value ($000) $18 Shares 2,381 Est. Cost $7.56 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.0%
Value ($000) $18 Shares 268 Est. Cost $90.39 Unrealized
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $18 Shares 100 Est. Cost $37.82 Unrealized -7.7%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $18 Shares 225 Est. Cost $65.48 Unrealized +2.6%
VBR VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR 0.0%
Value ($000) $18 Shares 195 Est. Cost $136.28 Unrealized
QQEW FIRST TRUST PORTFOLIOS FUNDS FIRST TRUST NASDQ 100 EQ WEI 0.0%
Value ($000) $18 Shares 275 Est. Cost $72.73 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $18 Shares 400 Est. Cost $59.26 Unrealized -8.6%
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
FEX FIRST TRUST PORTFOLIOS COM SHS 0.0%
Value ($000) $17 Shares 325 Est. Cost $52.31 Unrealized
ACN ACCENTURE PLC CLS A USD0.0000225 0.0%
Value ($000) $17 Shares 100 Est. Cost $178.42 Unrealized -0.8%
FEMS FIRST TR EXCHANGE TRADED ALPHADEX FD II EMERGING MARKETS SMALL CAP ALPHADEX FD 0.0%
Value ($000) $16 Shares 600 Est. Cost $26.67 Unrealized
CSX CSX CORP COM USD1 0.0%
Value ($000) $16 Shares 250 Est. Cost $21.57 Unrealized 0.0%
FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHADEX FD ISIN #US33735B1089 SEDOL #B40RQL1 0.0%
Value ($000) $15 Shares 300 Est. Cost $72.94 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $63.33 Unrealized
ISMD NORTHERN LTS FD TR IV INSPIRE SMAL ETF 0.0%
Value ($000) $15 Shares 750 Est. Cost $28.00 Unrealized
CWB SPDR SER TR BLMBRG BRC CNVRT 0.0%
Value ($000) $15 Shares 300 Est. Cost $56.67 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $15 Shares 361 Est. Cost $37.77 Unrealized -2.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $15 Shares 282 Est. Cost $61.83 Unrealized 0.0%
RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV 0.0%
Value ($000) $14 Shares 500 Est. Cost $36.00 Unrealized
GLW CORNING INC 0.0%
Value ($000) $14 Shares 700 Est. Cost $22.10 Unrealized 0.0%
FTXL FIRST TR EXCHANGE-TRADED FD VI NASDQ SEMCNDTR 0.0%
Value ($000) $14 Shares 400 Est. Cost $40.00 Unrealized
FIRST TR EXCH TRADED ALPHADEX FD II BRAZIL ALPHADEX FD 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $17.33 Unrealized
FNK FIRST TR EXCH TRADED ALPHADEX FD II MID CAP VALUE ALPHADEX FD 0.0%
Value ($000) $14 Shares 600 Est. Cost $35.65 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $14 Shares 900 Est. Cost $15.56 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.0%
Value ($000) $14 Shares 700 Est. Cost $25.71 Unrealized
FTS FORTIS INC COM ISIN #CA3495531079 SEDOL #2347200 0.0%
Value ($000) $13 Shares 338 Est. Cost $32.38 Unrealized +1.1%
POWR ISHARES INC GLB ENR PROD ETF 0.0%
Value ($000) $13 Shares 1,160 Est. Cost $18.97 Unrealized
OGS ONE GAS INC COM USD0.01 0.0%
Value ($000) $13 Shares 146 Est. Cost $91.47 Unrealized -3.3%
YYY AMPLIFY ETF TR HIGH INCOME 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $18.00 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $13 Shares 225 Est. Cost $63.90 Unrealized +7.0%
FCEF FIRST TR EXCHNG TRADED FD VIII CEF INCM OPPTY 0.0%
Value ($000) $13 Shares 750 Est. Cost $22.67 Unrealized
HE HAWAIIAN ELEC INDS 0.0%
Value ($000) $13 Shares 300 Est. Cost $46.24 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $30.00 Unrealized
KMB KIMBERLY CLARK CORP COM USD1.25 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.78 Unrealized +3.0%
AMERICAN NATL INS CO N/C 0.0%
Value ($000) $12 Shares 150 Est. Cost $80.00 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $12 Shares 89 Est. Cost $179.69 Unrealized -8.8%
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
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $67.37 Unrealized -12.5%
O REALTY INCOME CORP (MARYLAND) 0.0%
Value ($000) $11 Shares 200 Est. Cost $51.85 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $70.00 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.88 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $11 Shares 175 Est. Cost $63.79 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $11 Shares 300 Est. Cost $44.33 Unrealized -16.0%
DE DEERE & COMPANY 0.0%
Value ($000) $11 Shares 75 Est. Cost $157.96 Unrealized -7.8%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $70.00 Unrealized
EGBN EAGLE BANCORP INC MD 0.0%
Value ($000) $10 Shares 300 Est. Cost $35.63 Unrealized -10.6%
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 0.0%
Value ($000) $10 Shares 25 Est. Cost $33.82 Unrealized +33.3%
TGT TARGET CORP COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.83 Unrealized -4.9%
ICF ISHARES TR COHEN STEER REIT 0.0%
Value ($000) $10 Shares 100 Est. Cost $120.00 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $10 Shares 200 Est. Cost $54.36 Unrealized 0.0%
VOT VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS 0.0%
Value ($000) $10 Shares 75 Est. Cost $160.00 Unrealized
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS(POST SPLT) 0.0%
Value ($000) $10 Shares 183 Est. Cost $60.11 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $23.01 Unrealized 0.0%
WW INTL INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $38.00 Unrealized
LNNGY LI NING COMPANY LIMITED UNSPONSORD ADR 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
FUTY FIDELITY MSCI UTILS INDEX ETF 0.0%
Value ($000) $9 Shares 230 Est. Cost $43.48 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $40.98 Unrealized 0.0%
QUIDEL CORP COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.0%
Value ($000) $9 Shares 100 Est. Cost $91.47 Unrealized -11.4%
SYY SYSCO CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $68.51 Unrealized -14.1%
GILD GILEAD SCIENCES INC COM USD0.001 0.0%
Value ($000) $9 Shares 120 Est. Cost $54.92 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $9 Shares 175 Est. Cost $57.76 Unrealized 0.0%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $9 Shares 225 Est. Cost $53.33 Unrealized
FCTR FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 0.0%
Value ($000) $9 Shares 500 Est. Cost $22.00 Unrealized
FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS 0.0%
Value ($000) $8 Shares 200 Est. Cost $55.56 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $8 Shares 700 Est. Cost $43.87 Unrealized -19.5%
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.77 Unrealized -1.3%
RCL ROYAL CARIBBEAN CRUISES COM USD0.01 0.0%
Value ($000) $8 Shares 200 Est. Cost $112.81 Unrealized -21.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $27.56 Unrealized 0.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $294.23 Unrealized +16.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $8 Shares 105 Est. Cost $72.86 Unrealized -1.3%
XBI SPDR SER TR S&P BIOTECH 0.0%
Value ($000) $8 Shares 100 Est. Cost $100.00 Unrealized
IYZ ISHARES TR US TELECOM ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $30.00 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL 0.0%
Value ($000) $8 Shares 94 Est. Cost $71.81 Unrealized +1.3%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $8 Shares 110 Est. Cost $71.32 Unrealized -0.4%
XLI SECTOR SPDR TR SHS BEN INT INDUSTRIAL 0.0%
Value ($000) $8 Shares 130 Est. Cost $84.62 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $8 Shares 605 Est. Cost $13.22 Unrealized
LAD LITHIA MTRS INC CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $150.27 Unrealized -19.7%
MS MORGAN STANLEY COM USD0.01 0.0%
Value ($000) $8 Shares 200 Est. Cost $39.15 Unrealized 0.0%
XILINX INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $100.00 Unrealized
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $50.21 Unrealized -4.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $7 Shares 80 Est. Cost $125.00 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
ESS ESSEX PROPERTY TRUST INC COM USD0.0001 0.0%
Value ($000) $7 Shares 29 Est. Cost $232.26 Unrealized 0.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $7 Shares 36 Est. Cost $177.44 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.78 Unrealized -4.3%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $30.00 Unrealized
COHEN &STEERS TOTAL RETURN FD COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.00 Unrealized
ERIC ERICSSON ADR EACH REP 1 ORD B SEK1 0.0%
Value ($000) $6 Shares 785 Est. Cost $8.92 Unrealized
FLEETCOR TECHNOLOGIES INC COM USD0.001 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.00 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $6 Shares 95 Est. Cost $61.67 Unrealized +13.6%
SHRY FIRST TR EXCHANGE-TRADED FD VI LARGE CP US EQ 0.0%
Value ($000) $6 Shares 300 Est. Cost $23.33 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.14 Unrealized +14.9%
JOHN HANCOCK FINANCIAL OPPTS FUND COM SHS OF BEN INT NPV 0.0%
Value ($000) $5 Shares 250 Est. Cost $36.00 Unrealized
MDU MDU RESOURCES GROUP INC COM USD1.00 0.0%
Value ($000) $5 Shares 225 Est. Cost $9.10 Unrealized -2.9%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.59 Unrealized +8.9%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $5 Shares 604 Est. Cost $18.55 Unrealized -10.6%
ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5 0.0%
Value ($000) $5 Shares 312 Est. Cost $16.03 Unrealized
TIFFANY &CO NEW COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $5 Shares 3,835 Est. Cost $1.97 Unrealized -28.7%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
FIRST TR VALUE LINE 100 EXCHANGE TRADED FD COM SHS 0.0%
Value ($000) $5 Shares 275 Est. Cost $21.82 Unrealized
NI NISOURCE INC COM USD0.01 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.34 Unrealized +1.5%
EPR EPR PROPERTIES SBI USD0.01 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
CL COLGATE-PALMOLIVE CO COM USD1.00 0.0%
Value ($000) $5 Shares 75 Est. Cost $61.53 Unrealized 0.0%
DTEC ALPS ETF TR DISRUPTIVE TECH 0.0%
Value ($000) $5 Shares 180 Est. Cost $27.78 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
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $5 Shares 215 Est. Cost $50.84 Unrealized -5.6%
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $5 Shares 150 Est. Cost $60.00 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.64 Unrealized +2.5%
EMB ISHARES TR JP MOR EM MK ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $120.00 Unrealized
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.0%
Value ($000) $5 Shares 164 Est. Cost $24.85 Unrealized +0.6%
NORDSTROM INC COM NPV 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
NTDOY NINTENDO CO LTD ADR(8 CNV INTO 1 ORD)NPV 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.56 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $4 Shares 340 Est. Cost $40.21 Unrealized 0.0%
UGI UGI CORP NEW COM 0.0%
Value ($000) $4 Shares 127 Est. Cost $45.81 Unrealized -17.3%
XLF SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $4 Shares 350 Est. Cost $17.14 Unrealized
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.0%
Value ($000) $4 Shares 25 Est. Cost $179.27 Unrealized -0.4%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $96.08 Unrealized 0.0%
W WAYFAIR INC CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $93.29 Unrealized -18.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $36.64 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 0.0%
Value ($000) $3 Shares 40 Est. Cost $119.64 Unrealized 0.0%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.31 Unrealized -17.2%
CRON CRONOS GROUP INC COM NPV ISIN #CA22717L1013 SEDOL #BF01YS3 0.0%
Value ($000) $3 Shares 520 Est. Cost $7.65 Unrealized -13.1%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $3 Shares 600 Est. Cost $6.67 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.68 Unrealized -15.4%
ESGE ISHARES INC ESG MSCI EM ETF 0.0%
Value ($000) $3 Shares 95 Est. Cost $31.58 Unrealized
ALABAMA POWER CO 4.60000 PFD (Call Date 05/10/20) 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
GAMCO GLOBAL GOLD NAT RES &COM SH BEN INT 0.0%
Value ($000) $3 Shares 881 Est. Cost $4.42 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $67.85 Unrealized +22.2%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.91 Unrealized 0.0%
ARCO ARCOS DORADOS HOLDINGS INC COM NPV CL A 0.0%
Value ($000) $2 Shares 433 Est. Cost $6.58 Unrealized -11.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.97 Unrealized 0.0%
ALL ALLSTATE CORP COM USD0.01 0.0%
Value ($000) $2 Shares 25 Est. Cost $94.20 Unrealized +0.0%
HUN HUNTSMAN CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.16 Unrealized -15.8%
AIA ISHARES TR ASIA 50 ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
CORBUS PHARMACEUTICALS HLDGS COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $29.67 Unrealized +10.9%
GENERAL ELECTRIC CO COM USD0.06 0.0%
Value ($000) $1 Shares 176 Est. Cost $11.36 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $42.09 Unrealized +7.5%
CANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.86 Unrealized 0.0%
ALGT ALLEGIANT TRAVEL COMPANY COM USD0.001 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.29 Unrealized 0.0%
AURORA CANNABIS INC COM NPV ISIN #CA05156X1087 0.0%
Value ($000) $1 Shares 1,230 Est. Cost $2.44 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $1 Shares 940 Est. Cost $1.06 Unrealized
SECOND SIGHT MED PRODS INC COM NEW 0.0%
Value ($000) $1 Shares 1,099 Est. Cost $0.91 Unrealized
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
ZNOG ZION OIL &GAS INC COM 0.0%
Value ($000) $0 Shares 564 Est. Cost $0.20 Unrealized +19.2%
WINDSTREAM HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PRKS SEAWORLD ENTMT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.85 Unrealized -5.1%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.97 Unrealized -29.0%
BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GNLKQ GENELINK INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized -38.3%
PROGRESS ENERGY INC CONTINGENT VALUE 0.00000 PFD 0.0%
Value ($000) $0 Shares 389 Est. Cost Unrealized
GOOXF GIVOT OLAM OIL EXPLORATION ILS1 ISIN #IL0005060228 SEDOL #6397030 0.0%
Value ($000) $0 Shares 1,100 Est. Cost Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
CENTURYLINK INC COM USD1.00 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized