Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 31, 2020

Total Value ($000): $103,411 (100.0% shares, 0.0% debt)

Holdings (181)

SCHP SCHWAB U.S. TIPS ETF 8.9%
Value ($000) $9,241 Shares 153,964 Est. Cost $56.70 Unrealized
AVGO BROADCOM INC COM 4.8%
Value ($000) $4,939 Shares 15,650 Est. Cost $25.69 Unrealized -4.6%
EAT BRINKER INTL INC COM 4.4%
Value ($000) $4,516 Shares 188,163 Est. Cost $36.60 Unrealized -41.4%
ABBV ABBVIE INC COM 4.4%
Value ($000) $4,509 Shares 45,924 Est. Cost $65.22 Unrealized +8.1%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 4.2%
Value ($000) $4,370 Shares 72,374 Est. Cost $58.02 Unrealized
TXN TEXAS INSTRS INC COM 4.0%
Value ($000) $4,179 Shares 32,916 Est. Cost $103.44 Unrealized -3.8%
SCHA SCHWAB U.S. SMALL-CAP ETF 3.7%
Value ($000) $3,821 Shares 58,477 Est. Cost $71.48 Unrealized
FAST FASTENAL CO COM 3.7%
Value ($000) $3,795 Shares 88,582 Est. Cost $15.29 Unrealized +8.5%
SCHM SCHWAB U.S. MID-CAP ETF 3.6%
Value ($000) $3,676 Shares 69,867 Est. Cost $57.62 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 3.2%
Value ($000) $3,263 Shares 44,033 Est. Cost $76.57 Unrealized
INFY INFOSYS LTD SPONSORED ADR 3.1%
Value ($000) $3,198 Shares 331,091 Est. Cost $10.18 Unrealized
IGLB ISHARES LONG-TERM CORPORATE BOND ETF 2.9%
Value ($000) $3,012 Shares 43,010 Est. Cost $66.67 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 2.9%
Value ($000) $2,977 Shares 26,838 Est. Cost $117.03 Unrealized -31.4%
NTAP NETAPP INC COM 2.8%
Value ($000) $2,939 Shares 66,229 Est. Cost $43.95 Unrealized -15.7%
NVO NOVO-NORDISK A S ADR 2.7%
Value ($000) $2,812 Shares 42,941 Est. Cost $57.87 Unrealized
NIC INC COM 2.6%
Value ($000) $2,714 Shares 118,193 Est. Cost $22.35 Unrealized
CHCO CITY HLDG CO COM 2.6%
Value ($000) $2,640 Shares 40,515 Est. Cost $63.58 Unrealized -16.0%
T AT&T INC COM 2.5%
Value ($000) $2,628 Shares 86,945 Est. Cost $18.69 Unrealized -17.1%
ADP AUTOMATIC DATA PROCESSING INC COM 2.4%
Value ($000) $2,516 Shares 16,896 Est. Cost $126.99 Unrealized 0.0%
FAF FIRST AMERN FINL CORP COM 2.3%
Value ($000) $2,397 Shares 49,918 Est. Cost $49.26 Unrealized -21.2%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 2.3%
Value ($000) $2,334 Shares 105,910 Est. Cost $21.48 Unrealized
HRB BLOCK H & R INC COM 2.2%
Value ($000) $2,229 Shares 156,099 Est. Cost $16.71 Unrealized -23.7%
CMS CMS ENERGY CORP COM 2.0%
Value ($000) $2,057 Shares 35,218 Est. Cost $51.97 Unrealized -6.0%
COLB COLUMBIA BKG SYS INC COM 1.9%
Value ($000) $1,992 Shares 70,262 Est. Cost $28.72 Unrealized -32.6%
EIG EMPLOYERS HOLDINGS INC COM 1.9%
Value ($000) $1,929 Shares 63,981 Est. Cost $34.10 Unrealized -26.3%
INVESTORS BANCORP INC NEW COM 1.4%
Value ($000) $1,451 Shares 170,653 Est. Cost $11.66 Unrealized
SIG SIGNET JEWELERS LIMITED SHS 1.1%
Value ($000) $1,107 Shares 107,769 Est. Cost $19.30 Unrealized -51.5%
LLY LILLY ELI & CO COM 1.1%
Value ($000) $1,096 Shares 6,675 Est. Cost $118.15 Unrealized +21.8%
INTC INTEL CORP COM 1.0%
Value ($000) $1,080 Shares 18,049 Est. Cost $50.69 Unrealized +4.9%
ALGT ALLEGIANT TRAVEL CO COM 0.9%
Value ($000) $977 Shares 8,950 Est. Cost $158.79 Unrealized -44.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.9%
Value ($000) $967 Shares 16,444 Est. Cost $46.63 Unrealized +2.8%
MO ALTRIA GROUP INC COM 0.8%
Value ($000) $849 Shares 21,637 Est. Cost $28.08 Unrealized -11.1%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $835 Shares 5,941 Est. Cost $117.05 Unrealized +6.1%
MRK MERCK & CO. INC COM 0.8%
Value ($000) $818 Shares 10,574 Est. Cost $66.28 Unrealized -5.2%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $754 Shares 13,685 Est. Cost $41.99 Unrealized -3.0%
PM PHILIP MORRIS INTL INC COM 0.7%
Value ($000) $713 Shares 10,180 Est. Cost $59.76 Unrealized -8.3%
KO COCA COLA CO COM 0.6%
Value ($000) $672 Shares 15,030 Est. Cost $44.15 Unrealized -12.3%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.6%
Value ($000) $665 Shares 22,369 Est. Cost $32.91 Unrealized
LAM RESEARCH CORP COM 0.6%
Value ($000) $636 Shares 1,967 Est. Cost $270.12 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.6%
Value ($000) $628 Shares 21,239 Est. Cost $32.94 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $585 Shares 24,041 Est. Cost $26.96 Unrealized
BBY BEST BUY INC COM 0.5%
Value ($000) $521 Shares 5,975 Est. Cost $61.17 Unrealized -1.4%
HD HOME DEPOT INC COM 0.4%
Value ($000) $454 Shares 1,812 Est. Cost $199.72 Unrealized 0.0%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $444 Shares 5,318 Est. Cost $76.43 Unrealized
TSN TYSON FOODS INC CL A 0.3%
Value ($000) $329 Shares 5,517 Est. Cost $65.75 Unrealized -22.2%
AAPL APPLE INC COM 0.3%
Value ($000) $297 Shares 815 Est. Cost $62.38 Unrealized +20.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $244 Shares 1,368 Est. Cost $213.68 Unrealized -14.5%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $220 Shares 9,279 Est. Cost $25.87 Unrealized -20.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $200 Shares 1,660 Est. Cost $99.90 Unrealized -8.5%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $157 Shares 57 Est. Cost $93.37 Unrealized +29.4%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.1%
Value ($000) $104 Shares 861 Est. Cost $129.73 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $97 Shares 1,260 Est. Cost $66.06 Unrealized +3.1%
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $74 Shares 2,407 Est. Cost $25.13 Unrealized -8.9%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $64 Shares 208 Est. Cost $310.42 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $58 Shares 284 Est. Cost $142.18 Unrealized +21.7%
BCPC BALCHEM CORP COM 0.1%
Value ($000) $52 Shares 548 Est. Cost $97.25 Unrealized -6.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $51 Shares 697 Est. Cost $67.20 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $50 Shares 469 Est. Cost $112.51 Unrealized -23.2%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $42 Shares 376 Est. Cost $128.46 Unrealized -16.0%
TSLA TESLA INC COM 0.0%
Value ($000) $39 Shares 36 Est. Cost $27.73 Unrealized +95.1%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $38 Shares 257 Est. Cost $159.53 Unrealized
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $35 Shares 1,509 Est. Cost $28.44 Unrealized -38.7%
DAN DANA INCORPORATED COM 0.0%
Value ($000) $32 Shares 2,625 Est. Cost $13.06 Unrealized -26.8%
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.0%
Value ($000) $32 Shares 3,573 Est. Cost $7.84 Unrealized -29.6%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $32 Shares 1,077 Est. Cost $33.90 Unrealized -28.7%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $31 Shares 1,715 Est. Cost $12.83 Unrealized
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.0%
Value ($000) $31 Shares 716 Est. Cost $27.75 Unrealized
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.0%
Value ($000) $31 Shares 1,370 Est. Cost $26.87 Unrealized
APHRIA INC COM 0.0%
Value ($000) $30 Shares 7,018 Est. Cost $3.39 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $30 Shares 21 Est. Cost $64.79 Unrealized +3.3%
AMERICAN EQTY INVT LIFE HLD CO COM 0.0%
Value ($000) $30 Shares 1,199 Est. Cost $25.87 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $29 Shares 97 Est. Cost $273.29 Unrealized +2.2%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $29 Shares 1,751 Est. Cost $20.14 Unrealized -24.5%
OI O-I GLASS INC COM 0.0%
Value ($000) $27 Shares 3,056 Est. Cost $10.91 Unrealized -29.1%
VIACOMCBS INC CL B 0.0%
Value ($000) $27 Shares 1,164 Est. Cost $13.75 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $26 Shares 502 Est. Cost $48.90 Unrealized -8.5%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $26 Shares 566 Est. Cost $61.41 Unrealized -47.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $25 Shares 89 Est. Cost $294.64 Unrealized
EQUITRANS MIDSTREAM CORP COM 0.0%
Value ($000) $25 Shares 2,958 Est. Cost $5.07 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $24 Shares 274 Est. Cost $76.00 Unrealized -8.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $24 Shares 277 Est. Cost $128.46 Unrealized -34.8%
ESML ISHARES ESG MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $23 Shares 929 Est. Cost $28.39 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $21 Shares 91 Est. Cost $196.46 Unrealized +5.5%
TGT TARGET CORP COM 0.0%
Value ($000) $21 Shares 179 Est. Cost $97.23 Unrealized +1.0%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $21 Shares 170 Est. Cost $170.59 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $21 Shares 845 Est. Cost $39.35 Unrealized -42.1%
AEGON N V NY REGISTRY SHS 0.0%
Value ($000) $21 Shares 6,979 Est. Cost $2.44 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $20 Shares 1,218 Est. Cost $25.97 Unrealized -38.8%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $20 Shares 3,246 Est. Cost $6.79 Unrealized -10.0%
WMT WALMART INC COM 0.0%
Value ($000) $20 Shares 165 Est. Cost $36.38 Unrealized +4.6%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $19 Shares 201 Est. Cost $118.75 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $19 Shares 146 Est. Cost $108.00 Unrealized +3.6%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $18 Shares 570 Est. Cost $36.26 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $18 Shares 2,509 Est. Cost $12.96 Unrealized -42.6%
ENDO INTL PLC SHS 0.0%
Value ($000) $18 Shares 5,103 Est. Cost $4.53 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $16 Shares 571 Est. Cost $26.85 Unrealized 0.0%
BLMN BLOOMIN BRANDS INC COM 0.0%
Value ($000) $16 Shares 1,533 Est. Cost $12.68 Unrealized -31.2%
NKE NIKE INC CL B 0.0%
Value ($000) $15 Shares 150 Est. Cost $86.51 Unrealized -1.2%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $15 Shares 761 Est. Cost $29.71 Unrealized -35.6%
M MACYS INC COM 0.0%
Value ($000) $15 Shares 2,186 Est. Cost $13.56 Unrealized -54.6%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $14 Shares 348 Est. Cost $34.57 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $14 Shares 62 Est. Cost $225.81 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $14 Shares 44 Est. Cost $213.14 Unrealized +20.0%
EOG EOG RES INC COM 0.0%
Value ($000) $13 Shares 258 Est. Cost $55.80 Unrealized -33.1%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 96 Est. Cost $105.76 Unrealized +15.6%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $13 Shares 335 Est. Cost $41.79 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $12 Shares 270 Est. Cost $44.76 Unrealized -22.2%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $12 Shares 242 Est. Cost $89.00 Unrealized -50.0%
ERTH INVESCO CLEANTECH ETF 0.0%
Value ($000) $12 Shares 244 Est. Cost $49.81 Unrealized
INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $11 Shares 3,073 Est. Cost $3.57 Unrealized
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $11 Shares 1,505 Est. Cost $11.91 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $11 Shares 238 Est. Cost $27.28 Unrealized +59.9%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $10 Shares 7 Est. Cost $64.88 Unrealized +3.2%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $10 Shares 40 Est. Cost $179.93 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $10 Shares 1,424 Est. Cost $11.24 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $10 Shares 272 Est. Cost $41.01 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 1,630 Est. Cost $7.36 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $10 Shares 34 Est. Cost $236.60 Unrealized +10.4%
AURORA CANNABIS INC COM 0.0%
Value ($000) $9 Shares 698 Est. Cost $12.89 Unrealized
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $9 Shares 308 Est. Cost $52.92 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $9 Shares 275 Est. Cost $37.17 Unrealized -10.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $70.93 Unrealized -6.5%
FSZ FIRST TRUST SWITZERLAND ALPHADEX FUND 0.0%
Value ($000) $8 Shares 168 Est. Cost $53.16 Unrealized
BARRICK GOLD CORPORATION COM 0.0%
Value ($000) $8 Shares 280 Est. Cost $28.57 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $8 Shares 1,260 Est. Cost $6.68 Unrealized -37.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $8 Shares 80 Est. Cost $80.20 Unrealized 0.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 147 Est. Cost $61.16 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 51 Est. Cost $117.65 Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $7 Shares 125 Est. Cost $55.25 Unrealized -3.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $7 Shares 40 Est. Cost $170.74 Unrealized -11.0%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $49.87 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 11 Est. Cost $180.64 Unrealized -5.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $6 Shares 50 Est. Cost $92.83 Unrealized -14.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $6 Shares 29 Est. Cost $206.90 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $6 Shares 94 Est. Cost $58.98 Unrealized -25.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $134.72 Unrealized +3.4%
WW INTL INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $40.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $131.26 Unrealized -16.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $48.17 Unrealized +10.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $59.11 Unrealized +5.5%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $5 Shares 300 Est. Cost $43.87 Unrealized -65.8%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $169.39 Unrealized -1.7%
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $4 Shares 650 Est. Cost $4.62 Unrealized
VANECK VECTORS RUSSIA ETF 0.0%
Value ($000) $4 Shares 187 Est. Cost $26.74 Unrealized
SHYFT GROUP INC COM 0.0%
Value ($000) $3 Shares 201 Est. Cost $14.93 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 20 Est. Cost $183.91 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $3 Shares 248 Est. Cost $14.27 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 121 Est. Cost $41.32 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.18 Unrealized
TIFFANY & CO NEW COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $148.15 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $2 Shares 214 Est. Cost $14.02 Unrealized
VICE ADVISORSHARES VICE ETF 0.0%
Value ($000) $2 Shares 102 Est. Cost $29.41 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $171.93 Unrealized -6.4%
XYZ SQUARE INC CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $63.90 Unrealized +19.8%
MYLAN NV SHS EURO 0.0%
Value ($000) $2 Shares 155 Est. Cost $19.35 Unrealized
RUTHS HOSPITALITY GROUP INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $117.07 Unrealized -30.4%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $108.67 Unrealized -24.8%
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -29.4%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.58 Unrealized -12.2%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 47 Est. Cost Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 25 Est. Cost $58.44 Unrealized
PLCE CHILDRENS PL INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.02 Unrealized -35.9%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 120 Est. Cost $17.60 Unrealized -51.7%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $19.42 Unrealized -51.1%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $82.87 Unrealized
GAP GAP INC COM 0.0%
Value ($000) $0 Shares 29 Est. Cost $13.84 Unrealized -46.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized -37.3%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.71 Unrealized -24.9%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.69 Unrealized -20.7%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.81 Unrealized -33.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.89 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.12 Unrealized -4.8%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized -8.6%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.31 Unrealized -14.6%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized 0.0%
HERTZ GLOBAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 220 Est. Cost Unrealized