Bay Harbor Wealth Management, LLC Diversified Active

CIK: 0001767989 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 27, 2020

Total Value ($000): $200,808 (100.0% shares, 0.0% debt)

Holdings (399)

VUG VANGUARD GROWTH INDEX FUND 9.2%
Value ($000) $18,411 Shares 80,890 Est. Cost $145.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 8.5%
Value ($000) $17,060 Shares 417,111 Est. Cost $38.12 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 6.9%
Value ($000) $13,794 Shares 237,073 Est. Cost $55.05 Unrealized
VTV VANGUARD VALUE INDEX FUND 6.7%
Value ($000) $13,448 Shares 128,677 Est. Cost $100.12 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 6.1%
Value ($000) $12,228 Shares 147,241 Est. Cost $79.28 Unrealized
IVV ISHARES CORE S&P 500 ETF 4.5%
Value ($000) $8,983 Shares 26,729 Est. Cost $290.24 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 3.5%
Value ($000) $6,928 Shares 127,655 Est. Cost $52.04 Unrealized
BLV VANGUARD LONG-TERM BOND INDEX FUND 3.3%
Value ($000) $6,553 Shares 58,588 Est. Cost $91.80 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 3.2%
Value ($000) $6,465 Shares 47,993 Est. Cost $134.49 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 3.2%
Value ($000) $6,335 Shares 67,770 Est. Cost $82.72 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 2.8%
Value ($000) $5,718 Shares 204,596 Est. Cost $26.38 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.7%
Value ($000) $5,346 Shares 123,647 Est. Cost $39.16 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 2.7%
Value ($000) $5,339 Shares 70,062 Est. Cost $65.17 Unrealized
AAPL APPLE INC COM 2.3%
Value ($000) $4,711 Shares 40,677 Est. Cost $91.08 Unrealized +16.3%
EFG ISHARES MSCI EAFE GROWTH ETF 2.0%
Value ($000) $4,096 Shares 45,567 Est. Cost $83.98 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.0%
Value ($000) $3,989 Shares 25,939 Est. Cost $135.85 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.6%
Value ($000) $3,292 Shares 59,956 Est. Cost $54.55 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 1.5%
Value ($000) $3,052 Shares 85,708 Est. Cost $30.37 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 1.5%
Value ($000) $2,976 Shares 60,357 Est. Cost $48.53 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.4%
Value ($000) $2,876 Shares 73,075 Est. Cost $37.10 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.9%
Value ($000) $1,844 Shares 26,254 Est. Cost $68.68 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.9%
Value ($000) $1,838 Shares 28,842 Est. Cost $58.21 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.9%
Value ($000) $1,813 Shares 24,569 Est. Cost $72.57 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.9%
Value ($000) $1,803 Shares 6,840 Est. Cost $178.32 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.9%
Value ($000) $1,793 Shares 40,802 Est. Cost $41.98 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.9%
Value ($000) $1,749 Shares 16,774 Est. Cost $106.30 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.8%
Value ($000) $1,622 Shares 26,909 Est. Cost $58.60 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.7%
Value ($000) $1,423 Shares 4,748 Est. Cost $268.71 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.6%
Value ($000) $1,280 Shares 4 Est. Cost $312177.20 Unrealized -1.7%
NEAR ISHARES SHORT MATURITY BOND ETF 0.6%
Value ($000) $1,233 Shares 24,600 Est. Cost $49.97 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.6%
Value ($000) $1,159 Shares 39,624 Est. Cost $26.92 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.5%
Value ($000) $1,016 Shares 32,966 Est. Cost $29.16 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.5%
Value ($000) $985 Shares 26,934 Est. Cost $33.94 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $889 Shares 13,869 Est. Cost $64.03 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $881 Shares 7,552 Est. Cost $80.51 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.4%
Value ($000) $833 Shares 11,030 Est. Cost $61.16 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.4%
Value ($000) $776 Shares 2,493 Est. Cost $243.47 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.4%
Value ($000) $768 Shares 6,298 Est. Cost $119.64 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.4%
Value ($000) $764 Shares 20,792 Est. Cost $36.54 Unrealized
GLD SPDR GOLD SHARES 0.4%
Value ($000) $703 Shares 3,971 Est. Cost $137.61 Unrealized
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $645 Shares 1,191 Est. Cost $11.33 Unrealized +2.4%
SPIP SPDR PORTFOLIO TIPS ETF 0.3%
Value ($000) $629 Shares 20,362 Est. Cost $46.37 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $549 Shares 3,363 Est. Cost $146.18 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.2%
Value ($000) $483 Shares 11,765 Est. Cost $35.71 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.2%
Value ($000) $470 Shares 12,651 Est. Cost $32.71 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $461 Shares 5,986 Est. Cost $77.01 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $446 Shares 2,120 Est. Cost $114.82 Unrealized +74.8%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.2%
Value ($000) $443 Shares 2,102 Est. Cost $210.75 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $437 Shares 2,971 Est. Cost $147.09 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $431 Shares 1,551 Est. Cost $219.25 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $418 Shares 852 Est. Cost $261.99 Unrealized +77.6%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $417 Shares 13,599 Est. Cost $30.71 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.2%
Value ($000) $416 Shares 3,116 Est. Cost $133.61 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.2%
Value ($000) $413 Shares 13,517 Est. Cost $30.57 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.2%
Value ($000) $412 Shares 7,966 Est. Cost $51.71 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $408 Shares 3,776 Est. Cost $91.73 Unrealized
SGOL ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF 0.2%
Value ($000) $403 Shares 22,205 Est. Cost $17.13 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $399 Shares 2,494 Est. Cost $123.76 Unrealized -10.8%
T AT&T INC COM 0.2%
Value ($000) $379 Shares 13,280 Est. Cost $14.16 Unrealized +9.9%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $378 Shares 9,934 Est. Cost $40.89 Unrealized -28.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $327 Shares 1,534 Est. Cost $207.32 Unrealized -1.3%
OHI OMEGA HEALTHCARE INVS INC COM 0.2%
Value ($000) $323 Shares 10,772 Est. Cost $33.76 Unrealized
EBND SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF 0.2%
Value ($000) $302 Shares 11,501 Est. Cost $27.19 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $293 Shares 93 Est. Cost $96.34 Unrealized +63.6%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $284 Shares 849 Est. Cost $258.02 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $271 Shares 4,559 Est. Cost $38.80 Unrealized +9.7%
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $269 Shares 3,012 Est. Cost $65.67 Unrealized +28.1%
ABBV ABBVIE INC COM 0.1%
Value ($000) $251 Shares 2,861 Est. Cost $63.01 Unrealized +21.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $233 Shares 2,269 Est. Cost $46.84 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $231 Shares 3,076 Est. Cost $57.31 Unrealized +2.7%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.1%
Value ($000) $223 Shares 7,330 Est. Cost $28.02 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $217 Shares 6,659 Est. Cost $31.29 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $205 Shares 5,589 Est. Cost $27.55 Unrealized -1.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $203 Shares 1,669 Est. Cost $121.67 Unrealized
MRK MERCK & CO. INC COM 0.1%
Value ($000) $202 Shares 2,436 Est. Cost $63.33 Unrealized +4.1%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.1%
Value ($000) $201 Shares 6,782 Est. Cost $35.64 Unrealized
CM CANADIAN IMP BK COMM COM 0.1%
Value ($000) $198 Shares 2,647 Est. Cost $29.75 Unrealized -3.4%
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $195 Shares 4,211 Est. Cost $54.74 Unrealized -14.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $185 Shares 2,093 Est. Cost $63.89 Unrealized +4.4%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $183 Shares 5,320 Est. Cost $54.56 Unrealized -40.8%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $179 Shares 4,952 Est. Cost $35.18 Unrealized
XILINX INC COM 0.1%
Value ($000) $171 Shares 1,645 Est. Cost $92.40 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $170 Shares 3,229 Est. Cost $52.62 Unrealized
BCE BCE INC COM NEW 0.1%
Value ($000) $170 Shares 4,104 Est. Cost $26.04 Unrealized +12.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $167 Shares 772 Est. Cost $156.92 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $167 Shares 639 Est. Cost $153.93 Unrealized +66.4%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $165 Shares 1,155 Est. Cost $79.18 Unrealized +47.6%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $165 Shares 2,615 Est. Cost $53.49 Unrealized +4.9%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $164 Shares 2,276 Est. Cost $85.90 Unrealized -22.6%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $162 Shares 4,121 Est. Cost $37.45 Unrealized -1.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $160 Shares 109 Est. Cost $58.62 Unrealized +29.0%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $152 Shares 4,795 Est. Cost $31.65 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $147 Shares 2,389 Est. Cost $52.20 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $147 Shares 1,060 Est. Cost $75.33 Unrealized +54.4%
PEP PEPSICO INC COM 0.1%
Value ($000) $145 Shares 1,045 Est. Cost $97.80 Unrealized +17.8%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $144 Shares 866 Est. Cost $81.57 Unrealized +43.9%
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.1%
Value ($000) $142 Shares 2,456 Est. Cost $49.19 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $142 Shares 2,613 Est. Cost $37.46 Unrealized +16.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $140 Shares 2,319 Est. Cost $44.57 Unrealized +9.0%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.1%
Value ($000) $139 Shares 2,412 Est. Cost $47.93 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $139 Shares 704 Est. Cost $113.26 Unrealized +65.9%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $138 Shares 5,031 Est. Cost $28.30 Unrealized
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $134 Shares 2,762 Est. Cost $41.33 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $132 Shares 1,575 Est. Cost $83.12 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $131 Shares 807 Est. Cost $115.78 Unrealized +13.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $131 Shares 516 Est. Cost $167.00 Unrealized +25.5%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $121 Shares 1,255 Est. Cost $86.71 Unrealized -1.5%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $116 Shares 3,089 Est. Cost $38.25 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $115 Shares 3,944 Est. Cost $23.83 Unrealized -7.7%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $115 Shares 2,495 Est. Cost $30.97 Unrealized +21.5%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $115 Shares 8,535 Est. Cost $18.21 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $112 Shares 2,267 Est. Cost $39.35 Unrealized +3.7%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $111 Shares 589 Est. Cost $143.02 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $111 Shares 1,407 Est. Cost $53.28 Unrealized +16.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $103 Shares 233 Est. Cost $325.59 Unrealized +25.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $100 Shares 818 Est. Cost $91.70 Unrealized +2.4%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $90 Shares 2,151 Est. Cost $35.30 Unrealized -2.1%
PPL PPL CORP COM 0.0%
Value ($000) $90 Shares 3,295 Est. Cost $22.41 Unrealized -3.3%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $88 Shares 9,566 Est. Cost $9.89 Unrealized -26.4%
TSLA TESLA INC COM 0.0%
Value ($000) $88 Shares 205 Est. Cost $99.08 Unrealized +19.2%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $84 Shares 768 Est. Cost $103.04 Unrealized -13.9%
HD HOME DEPOT INC COM 0.0%
Value ($000) $83 Shares 300 Est. Cost $161.63 Unrealized +47.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $77 Shares 232 Est. Cost $216.07 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $74 Shares 3,083 Est. Cost $22.92 Unrealized -4.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $72 Shares 425 Est. Cost $130.67 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $71 Shares 945 Est. Cost $36.89 Unrealized +75.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $70 Shares 854 Est. Cost $66.63 Unrealized +1.8%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $69 Shares 5,955 Est. Cost $10.77 Unrealized -16.8%
BBY BEST BUY INC COM 0.0%
Value ($000) $69 Shares 624 Est. Cost $52.83 Unrealized +54.9%
WMT WALMART INC COM 0.0%
Value ($000) $68 Shares 488 Est. Cost $31.88 Unrealized +29.6%
CSX CSX CORP COM 0.0%
Value ($000) $68 Shares 875 Est. Cost $21.05 Unrealized +9.0%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $66 Shares 844 Est. Cost $69.66 Unrealized +13.1%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $65 Shares 589 Est. Cost $94.51 Unrealized +17.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $64 Shares 431 Est. Cost $88.22 Unrealized +40.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $63 Shares 552 Est. Cost $67.35 Unrealized +59.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $62 Shares 198 Est. Cost $243.37 Unrealized +15.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $62 Shares 1,077 Est. Cost $45.99 Unrealized +5.6%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $62 Shares 1,288 Est. Cost $35.74 Unrealized +19.0%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $62 Shares 717 Est. Cost $61.65 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $60 Shares 504 Est. Cost $86.46 Unrealized +24.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $59 Shares 284 Est. Cost $192.81 Unrealized -0.5%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $59 Shares 214 Est. Cost $50.94 Unrealized +18.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $58 Shares 544 Est. Cost $88.17 Unrealized +19.3%
DOV DOVER CORP COM 0.0%
Value ($000) $57 Shares 523 Est. Cost $99.71 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $57 Shares 268 Est. Cost $146.66 Unrealized +22.7%
SEVERN BANCORP INC ANNAPOLIS M COM 0.0%
Value ($000) $57 Shares 8,722 Est. Cost $8.71 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $56 Shares 320 Est. Cost $143.44 Unrealized +6.3%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $56 Shares 275 Est. Cost $156.20 Unrealized +17.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $55 Shares 217 Est. Cost $178.36 Unrealized +50.9%
ABT ABBOTT LABS COM 0.0%
Value ($000) $55 Shares 508 Est. Cost $80.95 Unrealized +14.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $54 Shares 37 Est. Cost $55.19 Unrealized +37.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $54 Shares 538 Est. Cost $93.61 Unrealized -1.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $54 Shares 142 Est. Cost $330.52 Unrealized -0.5%
V VISA INC COM CL A 0.0%
Value ($000) $53 Shares 265 Est. Cost $140.50 Unrealized +36.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $53 Shares 156 Est. Cost $208.75 Unrealized +51.2%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $52 Shares 945 Est. Cost $41.12 Unrealized +7.2%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $51 Shares 349 Est. Cost $117.96 Unrealized +9.2%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $50 Shares 301 Est. Cost $129.05 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $50 Shares 488 Est. Cost $69.82 Unrealized +27.7%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $49 Shares 586 Est. Cost $67.20 Unrealized +3.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $48 Shares 523 Est. Cost $91.91 Unrealized -9.3%
WPC WP CAREY INC COM 0.0%
Value ($000) $48 Shares 743 Est. Cost $65.95 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $48 Shares 441 Est. Cost $78.64 Unrealized +10.5%
AZO AUTOZONE INC COM 0.0%
Value ($000) $46 Shares 39 Est. Cost $1101.07 Unrealized +7.3%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $45 Shares 560 Est. Cost $75.94 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $45 Shares 352 Est. Cost $108.95 Unrealized -1.1%
FSK FS KKR CAPITAL CORP COM 0.0%
Value ($000) $44 Shares 2,802 Est. Cost $6.35 Unrealized +15.0%
QRVO QORVO INC COM 0.0%
Value ($000) $44 Shares 339 Est. Cost $114.63 Unrealized +8.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $43 Shares 1,261 Est. Cost $31.07 Unrealized +0.3%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $43 Shares 1,571 Est. Cost $25.60 Unrealized 0.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $42 Shares 249 Est. Cost $190.77 Unrealized -15.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $42 Shares 360 Est. Cost $115.45 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $42 Shares 767 Est. Cost $54.20 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $39 Shares 200 Est. Cost $110.50 Unrealized +51.4%
BWA BORGWARNER INC COM 0.0%
Value ($000) $39 Shares 1,013 Est. Cost $28.59 Unrealized +11.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $39 Shares 373 Est. Cost $101.83 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $39 Shares 119 Est. Cost $135.69 Unrealized +145.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $37 Shares 364 Est. Cost $64.29 Unrealized +34.0%
HEALTHCARE TR AMER INC CL A NEW 0.0%
Value ($000) $36 Shares 1,366 Est. Cost $25.62 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $36 Shares 142 Est. Cost $238.10 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $36 Shares 147 Est. Cost $157.01 Unrealized +38.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $35 Shares 63 Est. Cost $435.20 Unrealized +38.6%
NFLX NETFLIX INC COM 0.0%
Value ($000) $35 Shares 70 Est. Cost $47.04 Unrealized +5.8%
PIONEER NAT RES CO COM 0.0%
Value ($000) $35 Shares 402 Est. Cost $74.65 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $34 Shares 337 Est. Cost $91.17 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $33 Shares 172 Est. Cost $62.59 Unrealized +40.1%
KELLOGG CO COM 0.0%
Value ($000) $31 Shares 480 Est. Cost $49.60 Unrealized +5.4%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $31 Shares 1,197 Est. Cost $15.95 Unrealized +74.6%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $29 Shares 566 Est. Cost $35.19 Unrealized +25.1%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $29 Shares 194 Est. Cost $114.29 Unrealized +11.1%
INTC INTEL CORP COM 0.0%
Value ($000) $27 Shares 516 Est. Cost $43.61 Unrealized +6.7%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $26 Shares 498 Est. Cost $43.42 Unrealized +21.9%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $26 Shares 230 Est. Cost $104.50 Unrealized
CANTEL MED CORP COM 0.0%
Value ($000) $25 Shares 559 Est. Cost $74.36 Unrealized
TWITTER INC COM 0.0%
Value ($000) $24 Shares 543 Est. Cost $33.91 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $24 Shares 110 Est. Cost $150.10 Unrealized +20.9%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $24 Shares 1,223 Est. Cost $15.40 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $23 Shares 115 Est. Cost $145.60 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $21 Shares 1,700 Est. Cost $12.34 Unrealized +1.5%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $20 Shares 60 Est. Cost $305.27 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $20 Shares 94 Est. Cost $207.56 Unrealized 0.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 67 Est. Cost $216.31 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $20 Shares 122 Est. Cost $133.57 Unrealized +0.4%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $20 Shares 90 Est. Cost $124.06 Unrealized +53.8%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $20 Shares 198 Est. Cost $101.02 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $19 Shares 204 Est. Cost $52.77 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $19 Shares 360 Est. Cost $26.17 Unrealized +91.9%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $18 Shares 100 Est. Cost $170.00 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $18 Shares 37 Est. Cost $89.31 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $17 Shares 165 Est. Cost $96.97 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $17 Shares 526 Est. Cost $39.71 Unrealized -21.4%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $16 Shares 90 Est. Cost $180.99 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $16 Shares 54 Est. Cost $231.16 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $16 Shares 65 Est. Cost $185.88 Unrealized -2.7%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $15 Shares 1,505 Est. Cost $17.48 Unrealized -46.3%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $15 Shares 15 Est. Cost $99.42 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $15 Shares 183 Est. Cost $66.34 Unrealized +11.9%
HILL ROM HLDGS INC COM 0.0%
Value ($000) $15 Shares 179 Est. Cost $97.00 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $14 Shares 233 Est. Cost $33.78 Unrealized +54.3%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $13 Shares 203 Est. Cost $79.31 Unrealized -27.1%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $216.28 Unrealized 0.0%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $13 Shares 106 Est. Cost $118.27 Unrealized +3.3%
NIKOLA CORP COM 0.0%
Value ($000) $12 Shares 604 Est. Cost $67.88 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 341 Est. Cost $36.58 Unrealized
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $12 Shares 219 Est. Cost $52.05 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $11 Shares 215 Est. Cost $50.32 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $11 Shares 993 Est. Cost $18.84 Unrealized -44.1%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $10 Shares 156 Est. Cost $41.02 Unrealized +54.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 6 Est. Cost $1727.91 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $217.90 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $10 Shares 64 Est. Cost $112.01 Unrealized +13.2%
TPR TAPESTRY INC COM 0.0%
Value ($000) $9 Shares 600 Est. Cost $33.11 Unrealized -60.7%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $9 Shares 2,162 Est. Cost $4.91 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $9 Shares 118 Est. Cost $86.06 Unrealized -11.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $9 Shares 68 Est. Cost $56.47 Unrealized +106.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $9 Shares 58 Est. Cost $151.01 Unrealized
LIVONGO HEALTH INC COM 0.0%
Value ($000) $8 Shares 60 Est. Cost $133.33 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $8 Shares 78 Est. Cost $73.57 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $283.84 Unrealized -40.0%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $8 Shares 208 Est. Cost $34.77 Unrealized +6.6%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $7 Shares 664 Est. Cost $26.90 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $133.20 Unrealized +89.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $390.77 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $7 Shares 62 Est. Cost $61.38 Unrealized +55.0%
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 159 Est. Cost $24.93 Unrealized -12.1%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $6 Shares 278 Est. Cost $16.13 Unrealized +22.8%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $121.12 Unrealized +37.2%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $6 Shares 86 Est. Cost $84.80 Unrealized -9.1%
MKC/V MCCORMICK & CO INC COM VTG 0.0%
Value ($000) $6 Shares 30 Est. Cost $62.57 Unrealized +40.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $6 Shares 41 Est. Cost $146.34 Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $6 Shares 128 Est. Cost $48.50 Unrealized +0.7%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $170.89 Unrealized +4.7%
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $6 Shares 107 Est. Cost $54.28 Unrealized +1.0%
NKE NIKE INC CL B 0.0%
Value ($000) $6 Shares 51 Est. Cost $87.03 Unrealized +14.5%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $46.88 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $6 Shares 424 Est. Cost $14.15 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $6 Shares 375 Est. Cost $34.83 Unrealized -55.6%
KNOLL INC COM NEW 0.0%
Value ($000) $5 Shares 435 Est. Cost $11.49 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 93 Est. Cost $47.27 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $5 Shares 57 Est. Cost $87.72 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $29.64 Unrealized 0.0%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 41 Est. Cost $110.73 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $5 Shares 49 Est. Cost $102.04 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $5 Shares 29 Est. Cost $123.68 Unrealized +14.2%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $39.32 Unrealized +20.1%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $135.45 Unrealized 0.0%
TEXAS PAC LD TR SUB CTF PROP I T 0.0%
Value ($000) $4 Shares 8 Est. Cost $500.00 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $4 Shares 33 Est. Cost $90.91 Unrealized
BLACKROCK INCOME TR INC COM 0.0%
Value ($000) $4 Shares 654 Est. Cost $6.12 Unrealized
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $4 Shares 128 Est. Cost $39.06 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $117.69 Unrealized +6.1%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 115 Est. Cost $33.25 Unrealized -0.7%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $4 Shares 142 Est. Cost $36.63 Unrealized -29.3%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $4 Shares 50 Est. Cost $88.70 Unrealized 0.0%
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $4 Shares 219 Est. Cost $14.55 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $4 Shares 40 Est. Cost $79.55 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $4 Shares 72 Est. Cost $55.56 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 209 Est. Cost $38.09 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.13 Unrealized -17.9%
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.00 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $3 Shares 139 Est. Cost $21.61 Unrealized -3.6%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $3 Shares 16 Est. Cost $85.00 Unrealized +72.6%
APPLIED GENETIC TECHNOLOGIES C COM 0.0%
Value ($000) $3 Shares 600 Est. Cost $5.00 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $3 Shares 64 Est. Cost $42.91 Unrealized +3.7%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $3 Shares 152 Est. Cost $14.19 Unrealized -7.5%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $39.39 Unrealized -22.9%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $1085.04 Unrealized 0.0%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $3 Shares 118 Est. Cost $35.40 Unrealized -26.4%
AVALARA INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.93 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $57.68 Unrealized +27.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $3 Shares 139 Est. Cost $42.03 Unrealized -48.1%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $59.83 Unrealized 0.0%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.63 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $104.48 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $101.18 Unrealized 0.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $3 Shares 132 Est. Cost $26.94 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $171.57 Unrealized +21.4%
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $49.06 Unrealized 0.0%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $3 Shares 136 Est. Cost $18.04 Unrealized +7.1%
MAT MATTEL INC COM 0.0%
Value ($000) $3 Shares 269 Est. Cost $13.28 Unrealized -16.3%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $86.36 Unrealized 0.0%
APHRIA INC COM 0.0%
Value ($000) $3 Shares 691 Est. Cost $5.95 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $211.77 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $360.27 Unrealized +6.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $27.24 Unrealized -22.6%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 122 Est. Cost $33.34 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $93.08 Unrealized -27.5%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $45.21 Unrealized +27.0%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $18.22 Unrealized +57.9%
BOX BOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.40 Unrealized +0.3%
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $529.26 Unrealized +29.2%
ANSYS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $255.10 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $278.30 Unrealized +16.5%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $2 Shares 10 Est. Cost $147.24 Unrealized +44.2%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $2 Shares 144 Est. Cost $9.29 Unrealized +90.3%
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
RRX REGAL BELOIT CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $77.23 Unrealized +22.7%
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $2 Shares 253 Est. Cost $7.55 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $163.00 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $16.12 Unrealized +63.6%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $50.11 Unrealized -3.7%
WU WESTERN UN CO COM 0.0%
Value ($000) $2 Shares 78 Est. Cost $23.53 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $36.37 Unrealized -7.9%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $2 Shares 26 Est. Cost $70.51 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $51.37 Unrealized +2.0%
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $64.47 Unrealized +67.2%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $17.13 Unrealized +53.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $14.81 Unrealized -10.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $86.73 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.82 Unrealized -13.8%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
REDHILL BIOPHARMA LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
HOV HOVNANIAN ENTERPRISES INC CL A NEW 0.0%
Value ($000) $1 Shares 24 Est. Cost $21.74 Unrealized +27.2%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $117.07 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $66.12 Unrealized -47.7%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $45.99 Unrealized -28.1%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $225.42 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $1 Shares 93 Est. Cost $23.81 Unrealized -27.6%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $241.05 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $69.30 Unrealized +6.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.36 Unrealized -13.6%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $87.05 Unrealized 0.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.67 Unrealized +15.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.02 Unrealized +5.9%
RITE AID CORP COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $227.56 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $24.75 Unrealized +13.3%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 77 Est. Cost $11.77 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $208.47 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $118.66 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $54.61 Unrealized -1.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
MEDIWOUND LTD ORD SHS 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.53 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $24.27 Unrealized 0.0%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.69 Unrealized -45.4%
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.68 Unrealized +13.8%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $98.22 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 40 Est. Cost $14.65 Unrealized +8.1%
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.49 Unrealized -8.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.48 Unrealized +18.9%
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.71 Unrealized
LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DAKT DAKTRONICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.42 Unrealized -5.6%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 99 Est. Cost $13.36 Unrealized -55.6%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.87 Unrealized -42.8%
IDRV ISHARES SELF-DRIVING EV AND TECH ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.85 Unrealized +12.8%
BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RT 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.41 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 155 Est. Cost $6.45 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $93.14 Unrealized
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.57 Unrealized +3.8%
ESPO VANECK VECTORS VIDEO GAMING AND ESPORTS ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $13.11 Unrealized -38.4%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.87 Unrealized -72.2%
NOVABAY PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.00 Unrealized
FSLY FASTLY INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $39.40 Unrealized +120.3%
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 9 Est. Cost $111.11 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
EXTR EXTREME NETWORKS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.53 Unrealized +23.3%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.90 Unrealized +51.3%
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $0 Shares 36 Est. Cost $14.76 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.16 Unrealized +18.3%