Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 19, 2020

Total Value ($000): $113,862 (100.0% shares, 0.0% debt)

Holdings (233)

SCHP SCHWAB U.S. TIPS ETF 9.0%
Value ($000) $10,296 Shares 167,060 Est. Cost $57.09 Unrealized
EAT BRINKER INTL INC COM 5.1%
Value ($000) $5,843 Shares 136,768 Est. Cost $36.60 Unrealized -4.8%
AVGO BROADCOM INC COM 5.0%
Value ($000) $5,728 Shares 15,723 Est. Cost $25.69 Unrealized +15.4%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4.2%
Value ($000) $4,753 Shares 78,167 Est. Cost $58.22 Unrealized
TXN TEXAS INSTRS INC COM 4.2%
Value ($000) $4,727 Shares 33,104 Est. Cost $103.44 Unrealized +13.0%
INFY INFOSYS LTD SPONSORED ADR 4.0%
Value ($000) $4,548 Shares 329,333 Est. Cost $10.18 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 3.7%
Value ($000) $4,160 Shares 60,897 Est. Cost $71.35 Unrealized
ABBV ABBVIE INC COM 3.6%
Value ($000) $4,095 Shares 46,749 Est. Cost $65.41 Unrealized +16.7%
SCHM SCHWAB U.S. MID-CAP ETF 3.5%
Value ($000) $3,996 Shares 72,030 Est. Cost $57.56 Unrealized
FAST FASTENAL CO COM 3.5%
Value ($000) $3,969 Shares 88,025 Est. Cost $15.29 Unrealized +31.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 3.3%
Value ($000) $3,715 Shares 46,070 Est. Cost $76.75 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.8%
Value ($000) $3,231 Shares 45,883 Est. Cost $66.91 Unrealized
T AT&T INC COM 2.8%
Value ($000) $3,230 Shares 113,297 Est. Cost $17.96 Unrealized -13.4%
CBRL CRACKER BARREL OLD CTRY STORE COM 2.7%
Value ($000) $3,063 Shares 26,714 Est. Cost $117.03 Unrealized -18.3%
NVO NOVO-NORDISK A S ADR 2.6%
Value ($000) $2,965 Shares 42,710 Est. Cost $57.87 Unrealized
NTAP NETAPP INC COM 2.6%
Value ($000) $2,910 Shares 66,385 Est. Cost $43.95 Unrealized -13.5%
HRB BLOCK H & R INC COM 2.2%
Value ($000) $2,545 Shares 156,257 Est. Cost $16.71 Unrealized -27.5%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 2.2%
Value ($000) $2,540 Shares 114,534 Est. Cost $21.53 Unrealized
FAF FIRST AMERN FINL CORP COM 2.2%
Value ($000) $2,526 Shares 49,613 Est. Cost $49.26 Unrealized -12.9%
INTC INTEL CORP COM 2.1%
Value ($000) $2,412 Shares 46,588 Est. Cost $48.14 Unrealized -3.4%
ADP AUTOMATIC DATA PROCESSING INC COM 2.1%
Value ($000) $2,344 Shares 16,803 Est. Cost $126.99 Unrealized -1.6%
CHCO CITY HLDG CO COM 2.0%
Value ($000) $2,323 Shares 40,319 Est. Cost $63.58 Unrealized -16.3%
NIC INC COM 2.0%
Value ($000) $2,308 Shares 117,140 Est. Cost $22.35 Unrealized
CMS CMS ENERGY CORP COM 1.9%
Value ($000) $2,151 Shares 35,020 Est. Cost $51.97 Unrealized +0.2%
SIG SIGNET JEWELERS LIMITED SHS 1.8%
Value ($000) $2,006 Shares 107,297 Est. Cost $19.30 Unrealized -28.6%
EIG EMPLOYERS HOLDINGS INC COM 1.7%
Value ($000) $1,926 Shares 63,658 Est. Cost $34.10 Unrealized -23.5%
COLB COLUMBIA BKG SYS INC COM 1.5%
Value ($000) $1,671 Shares 70,061 Est. Cost $28.72 Unrealized -26.1%
LLY LILLY ELI & CO COM 0.9%
Value ($000) $1,074 Shares 7,256 Est. Cost $120.36 Unrealized +21.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.9%
Value ($000) $1,073 Shares 17,801 Est. Cost $46.78 Unrealized +3.9%
ALGT ALLEGIANT TRAVEL CO COM 0.9%
Value ($000) $1,052 Shares 8,785 Est. Cost $158.79 Unrealized -26.5%
MRK MERCK & CO. INC COM 0.8%
Value ($000) $955 Shares 11,509 Est. Cost $66.25 Unrealized -0.5%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $955 Shares 6,414 Est. Cost $117.78 Unrealized +7.8%
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $879 Shares 14,772 Est. Cost $42.03 Unrealized +1.3%
MO ALTRIA GROUP INC COM 0.8%
Value ($000) $878 Shares 22,711 Est. Cost $28.04 Unrealized -3.0%
PM PHILIP MORRIS INTL INC COM 0.7%
Value ($000) $826 Shares 11,020 Est. Cost $59.69 Unrealized -1.4%
KO COCA COLA CO COM 0.7%
Value ($000) $809 Shares 16,391 Est. Cost $43.87 Unrealized -7.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.6%
Value ($000) $739 Shares 23,524 Est. Cost $32.84 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.6%
Value ($000) $723 Shares 22,225 Est. Cost $32.93 Unrealized
BBY BEST BUY INC COM 0.6%
Value ($000) $719 Shares 6,459 Est. Cost $62.72 Unrealized +30.4%
LAM RESEARCH CORP COM 0.6%
Value ($000) $704 Shares 2,123 Est. Cost $274.64 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $678 Shares 25,350 Est. Cost $26.95 Unrealized
HD HOME DEPOT INC COM 0.5%
Value ($000) $548 Shares 1,973 Est. Cost $202.82 Unrealized +17.2%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.5%
Value ($000) $535 Shares 5,689 Est. Cost $77.58 Unrealized
AAPL APPLE INC COM 0.4%
Value ($000) $399 Shares 3,448 Est. Cost $95.66 Unrealized +10.8%
TSN TYSON FOODS INC CL A 0.3%
Value ($000) $345 Shares 5,801 Est. Cost $65.10 Unrealized -19.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $246 Shares 1,153 Est. Cost $213.68 Unrealized -4.3%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $239 Shares 76 Est. Cost $109.44 Unrealized +44.0%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $239 Shares 9,924 Est. Cost $25.61 Unrealized -14.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $202 Shares 1,660 Est. Cost $99.90 Unrealized -6.0%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $118 Shares 1,260 Est. Cost $66.06 Unrealized +29.0%
AON AON PLC SHS CL A 0.1%
Value ($000) $110 Shares 532 Est. Cost $191.78 Unrealized 0.0%
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $104 Shares 1,427 Est. Cost $25.13 Unrealized +95.2%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.1%
Value ($000) $99 Shares 755 Est. Cost $129.73 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $91 Shares 3,442 Est. Cost $26.96 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $74 Shares 1,200 Est. Cost $61.67 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $72 Shares 341 Est. Cost $151.97 Unrealized +32.1%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $70 Shares 208 Est. Cost $310.42 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $69 Shares 160 Est. Cost $97.74 Unrealized +20.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $66 Shares 827 Est. Cost $69.18 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $60 Shares 192 Est. Cost $312.50 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $57 Shares 160 Est. Cost $287.37 Unrealized +7.5%
PPG PPG INDS INC COM 0.1%
Value ($000) $57 Shares 469 Est. Cost $112.51 Unrealized -6.4%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $54 Shares 548 Est. Cost $97.25 Unrealized -2.4%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $53 Shares 36 Est. Cost $69.30 Unrealized +9.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $49 Shares 900 Est. Cost $44.10 Unrealized 0.0%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $47 Shares 376 Est. Cost $128.46 Unrealized -4.9%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $42 Shares 257 Est. Cost $159.53 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $38 Shares 144 Est. Cost $218.41 Unrealized +17.3%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.0%
Value ($000) $37 Shares 604 Est. Cost $27.75 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $37 Shares 1,664 Est. Cost $25.80 Unrealized -12.8%
WMT WALMART INC COM 0.0%
Value ($000) $36 Shares 260 Est. Cost $38.18 Unrealized +8.2%
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $34 Shares 1,282 Est. Cost $28.44 Unrealized +0.6%
LOW LOWES COS INC COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $139.87 Unrealized 0.0%
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.0%
Value ($000) $33 Shares 3,009 Est. Cost $7.84 Unrealized -3.1%
APHRIA INC COM 0.0%
Value ($000) $31 Shares 7,018 Est. Cost $3.39 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $30 Shares 90 Est. Cost $315.67 Unrealized 0.0%
VIACOMCBS INC CL B 0.0%
Value ($000) $30 Shares 1,073 Est. Cost $13.75 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $28 Shares 179 Est. Cost $97.23 Unrealized +22.0%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $27 Shares 908 Est. Cost $33.90 Unrealized -21.0%
OI O-I GLASS INC COM 0.0%
Value ($000) $27 Shares 2,568 Est. Cost $10.91 Unrealized -2.1%
DAN DANA INCORPORATED COM 0.0%
Value ($000) $27 Shares 2,198 Est. Cost $13.06 Unrealized -12.4%
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $27 Shares 902 Est. Cost $29.93 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.0%
Value ($000) $27 Shares 244 Est. Cost $110.66 Unrealized
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.0%
Value ($000) $27 Shares 1,202 Est. Cost $26.87 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $27 Shares 502 Est. Cost $48.90 Unrealized -11.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $27 Shares 89 Est. Cost $294.64 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $26 Shares 277 Est. Cost $128.46 Unrealized -29.2%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $26 Shares 1,481 Est. Cost $20.14 Unrealized -13.5%
EVRG EVERGY INC COM 0.0%
Value ($000) $24 Shares 478 Est. Cost $45.07 Unrealized 0.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $23 Shares 564 Est. Cost $40.89 Unrealized
SPIRIT AIRLS INC COM 0.0%
Value ($000) $23 Shares 1,423 Est. Cost $12.83 Unrealized
BLMN BLOOMIN BRANDS INC COM 0.0%
Value ($000) $23 Shares 1,533 Est. Cost $12.68 Unrealized -13.9%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $23 Shares 725 Est. Cost $39.35 Unrealized -27.7%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 96 Est. Cost $105.76 Unrealized +81.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $22 Shares 255 Est. Cost $70.86 Unrealized -0.1%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $22 Shares 170 Est. Cost $170.59 Unrealized
AMERICAN EQTY INVT LIFE HLD CO COM 0.0%
Value ($000) $22 Shares 1,021 Est. Cost $25.87 Unrealized
EQUITRANS MIDSTREAM CORP COM 0.0%
Value ($000) $21 Shares 2,473 Est. Cost $5.07 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $21 Shares 146 Est. Cost $108.00 Unrealized +18.4%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $20 Shares 201 Est. Cost $118.75 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $20 Shares 274 Est. Cost $76.00 Unrealized -12.5%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $20 Shares 468 Est. Cost $61.41 Unrealized -47.2%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $19 Shares 305 Est. Cost $34.57 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $19 Shares 150 Est. Cost $86.51 Unrealized +15.2%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $19 Shares 570 Est. Cost $36.26 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $18 Shares 1,034 Est. Cost $25.97 Unrealized -29.7%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $18 Shares 2,123 Est. Cost $12.96 Unrealized -36.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $17 Shares 54 Est. Cost $253.12 Unrealized +11.1%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $16 Shares 3,246 Est. Cost $6.79 Unrealized -13.8%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $16 Shares 242 Est. Cost $89.00 Unrealized -35.0%
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $15 Shares 383 Est. Cost $39.16 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $15 Shares 350 Est. Cost $42.86 Unrealized
AEGON N V NY REGISTRY SHS 0.0%
Value ($000) $15 Shares 5,866 Est. Cost $2.44 Unrealized
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF 0.0%
Value ($000) $15 Shares 611 Est. Cost $24.55 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $15 Shares 62 Est. Cost $225.81 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $15 Shares 235 Est. Cost $53.84 Unrealized -6.4%
ENDO INTL PLC SHS 0.0%
Value ($000) $14 Shares 4,246 Est. Cost $4.53 Unrealized
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $14 Shares 800 Est. Cost $15.17 Unrealized 0.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $14 Shares 335 Est. Cost $41.79 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $14 Shares 143 Est. Cost $87.31 Unrealized 0.0%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $47.88 Unrealized 0.0%
CHWY CHEWY INC CL A 0.0%
Value ($000) $13 Shares 238 Est. Cost $27.28 Unrealized +97.8%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $13 Shares 81 Est. Cost $156.72 Unrealized 0.0%
ERTH INVESCO CLEANTECH ETF 0.0%
Value ($000) $13 Shares 214 Est. Cost $49.81 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $13 Shares 102 Est. Cost $127.45 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $13 Shares 28 Est. Cost $179.93 Unrealized +77.7%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $13 Shares 9 Est. Cost $67.29 Unrealized +12.5%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $11 Shares 621 Est. Cost $17.71 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $11 Shares 57 Est. Cost $192.21 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $11 Shares 212 Est. Cost $50.23 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $11 Shares 80 Est. Cost $80.20 Unrealized +45.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $10 Shares 168 Est. Cost $59.52 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $10 Shares 282 Est. Cost $27.11 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $10 Shares 275 Est. Cost $37.17 Unrealized -12.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $10 Shares 122 Est. Cost $62.04 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 1,630 Est. Cost $7.36 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 29 Est. Cost $206.90 Unrealized
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $9 Shares 308 Est. Cost $52.92 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $9 Shares 258 Est. Cost $55.80 Unrealized -37.5%
FSZ FIRST TRUST SWITZERLAND ALPHADEX FUND 0.0%
Value ($000) $9 Shares 168 Est. Cost $53.16 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 5 Est. Cost $1727.91 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $9 Shares 1,424 Est. Cost $11.24 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $8 Shares 280 Est. Cost $28.57 Unrealized
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $8 Shares 1,522 Est. Cost $11.84 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $8 Shares 1,260 Est. Cost $6.68 Unrealized -23.1%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $8 Shares 40 Est. Cost $170.74 Unrealized -2.2%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 132 Est. Cost $50.35 Unrealized +9.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $8 Shares 11 Est. Cost $180.64 Unrealized +15.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $8 Shares 167 Est. Cost $47.90 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $8 Shares 50 Est. Cost $92.83 Unrealized +26.4%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $8 Shares 147 Est. Cost $61.16 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 120 Est. Cost $48.26 Unrealized 0.0%
INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $7 Shares 2,669 Est. Cost $3.57 Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $7 Shares 125 Est. Cost $55.25 Unrealized +8.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $7 Shares 83 Est. Cost $84.34 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 51 Est. Cost $117.65 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $7 Shares 81 Est. Cost $99.89 Unrealized 0.0%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $169.39 Unrealized +27.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $48.17 Unrealized +54.1%
ORCL ORACLE CORP COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $52.75 Unrealized 0.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $250.01 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $134.72 Unrealized +29.8%
INVESTORS BANCORP INC NEW COM 0.0%
Value ($000) $6 Shares 875 Est. Cost $11.66 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $59.11 Unrealized +13.9%
ABT ABBOTT LABS COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.34 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $56.12 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $97.29 Unrealized -12.2%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $176.87 Unrealized +2.6%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $5 Shares 300 Est. Cost $43.87 Unrealized -64.8%
PEP PEPSICO INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $115.17 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $11.60 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $131.26 Unrealized -4.8%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $33.92 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $4 Shares 248 Est. Cost $14.27 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $4 Shares 84 Est. Cost $37.62 Unrealized 0.0%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.59 Unrealized 0.0%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $4 Shares 20 Est. Cost $183.91 Unrealized
WW INTL INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $40.00 Unrealized
VANECK VECTORS RUSSIA ETF 0.0%
Value ($000) $4 Shares 187 Est. Cost $26.74 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $91.89 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $3 Shares 113 Est. Cost $21.83 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.14 Unrealized +56.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $106.45 Unrealized 0.0%
AURORA CANNABIS INC COM 0.0%
Value ($000) $3 Shares 698 Est. Cost $12.89 Unrealized
RUTHS HOSPITALITY GROUP INC COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $8.00 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $3 Shares 119 Est. Cost $26.85 Unrealized -3.0%
VICE ADVISORSHARES VICE ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $29.41 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.18 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $3 Shares 21 Est. Cost $63.90 Unrealized +121.0%
TIFFANY & CO NEW COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $148.15 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $56.47 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -23.7%
MYLAN NV SHS EURO 0.0%
Value ($000) $2 Shares 155 Est. Cost $19.35 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $2 Shares 54 Est. Cost $29.38 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $275.88 Unrealized 0.0%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $28.17 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $2 Shares 214 Est. Cost $14.02 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 121 Est. Cost $41.32 Unrealized
ZUORA INC COM CL A 0.0%
Value ($000) $2 Shares 170 Est. Cost $11.76 Unrealized
ISHARES EVOLVED U.S. INNOVATIVE HEALTHCARE ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.58 Unrealized +9.5%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $32.79 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $47.22 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $26.37 Unrealized 0.0%
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $117.07 Unrealized -22.5%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.17 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $22.32 Unrealized 0.0%
PLCE CHILDRENS PL INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.02 Unrealized -48.2%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 120 Est. Cost $17.60 Unrealized -46.6%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $15.88 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $19.42 Unrealized -45.8%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 25 Est. Cost $58.44 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.12 Unrealized +22.7%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized +13.2%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +7.3%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.31 Unrealized -1.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized -38.4%
UPBD RENT A CTR INC NEW COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.57 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.71 Unrealized -17.9%
GAP GAP INC COM 0.0%
Value ($000) $0 Shares 29 Est. Cost $13.84 Unrealized -11.2%
UGI UGI CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.81 Unrealized -27.6%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $0 Shares 10 Est. Cost $82.87 Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.69 Unrealized -27.2%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.89 Unrealized +4.5%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +6.1%
HERTZ GLOBAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 220 Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $258.29 Unrealized 0.0%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized