Stonebridge Financial Planning Group, LLC Diversified Active

CIK: 0001802494 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 27, 2021

Total Value ($000): $157,862 (100.0% shares, 0.0% debt)

Holdings (399)

IWY ISHARES TR RUS TP200 GR ETF 6.6%
Value ($000) $10,452 Shares 78,565 Est. Cost $101.14 Unrealized
IYW ISHARES US TECHNOLOGY ETF 5.8%
Value ($000) $9,145 Shares 107,490 Est. Cost $122.24 Unrealized
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 3.5%
Value ($000) $5,604 Shares 54,920 Est. Cost $101.86 Unrealized
MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 3.5%
Value ($000) $5,529 Shares 27,136 Est. Cost $150.29 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 3.2%
Value ($000) $5,088 Shares 15,545 Est. Cost $270.87 Unrealized
AMZN AMAZON.COM INC 2.9%
Value ($000) $4,628 Shares 1,421 Est. Cost $91.35 Unrealized +74.7%
IVV ISHARES CORE S&P 500 ETF 2.9%
Value ($000) $4,510 Shares 12,015 Est. Cost $323.22 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 2.7%
Value ($000) $4,287 Shares 48,336 Est. Cost $70.27 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 2.5%
Value ($000) $3,871 Shares 42,206 Est. Cost $36.81 Unrealized +134.4%
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 2.4%
Value ($000) $3,791 Shares 21,797 Est. Cost $163.48 Unrealized
IYC ISHARES TRUST US CONSUMER SERVICES ETF USD DIS 2.3%
Value ($000) $3,675 Shares 52,128 Est. Cost $107.61 Unrealized
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 2.0%
Value ($000) $3,192 Shares 19,854 Est. Cost $126.51 Unrealized
META FACEBOOK INC-CLASS A 2.0%
Value ($000) $3,166 Shares 11,592 Est. Cost $192.52 Unrealized +41.4%
RSPS INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP 1.9%
Value ($000) $3,044 Shares 20,116 Est. Cost $144.73 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 1.9%
Value ($000) $3,041 Shares 8,595 Est. Cost $252.84 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 1.7%
Value ($000) $2,668 Shares 37,991 Est. Cost $54.20 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 1.7%
Value ($000) $2,618 Shares 43,612 Est. Cost $60.09 Unrealized
V VISA INC COM CL A 1.6%
Value ($000) $2,519 Shares 11,519 Est. Cost $173.23 Unrealized +13.8%
SKYY FIRST TRUST CLOUD COMPUTING ETF 1.6%
Value ($000) $2,508 Shares 26,392 Est. Cost $67.77 Unrealized
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 1.5%
Value ($000) $2,339 Shares 17,045 Est. Cost $140.71 Unrealized
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 1.5%
Value ($000) $2,304 Shares 114,120 Est. Cost $19.66 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.4%
Value ($000) $2,262 Shares 9,382 Est. Cost $181.77 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1.4%
Value ($000) $2,225 Shares 8,781 Est. Cost $200.31 Unrealized
VCR VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS 1.3%
Value ($000) $2,055 Shares 7,468 Est. Cost $243.97 Unrealized
PSK SPDR SER TR WELLS FG PFD ETF 1.2%
Value ($000) $1,943 Shares 43,757 Est. Cost $43.87 Unrealized
FAD FIRST TR MULTI CAP GR ALPHADEX COM SHS 1.2%
Value ($000) $1,852 Shares 17,847 Est. Cost $77.27 Unrealized
MA MASTERCARD INC CL A 1.2%
Value ($000) $1,826 Shares 5,115 Est. Cost $276.06 Unrealized +17.1%
QTEC FIRST TR NASDAQ 100 TECHNOLOGY INDEX FD 1.1%
Value ($000) $1,702 Shares 12,325 Est. Cost $100.11 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 1.0%
Value ($000) $1,554 Shares 8,221 Est. Cost $177.41 Unrealized -7.1%
SDY SPDR SER TR S&P DIVID ETF 1.0%
Value ($000) $1,546 Shares 14,591 Est. Cost $107.57 Unrealized
FTC FIRST TR LRG CAP GROWTH ALPHADEX FD COM SHS 0.9%
Value ($000) $1,479 Shares 15,300 Est. Cost $72.58 Unrealized
AAPL APPLE INC COM USD0.00001 0.9%
Value ($000) $1,442 Shares 10,864 Est. Cost $95.59 Unrealized +22.4%
ARCC ARES CAPITAL CORP COM STK USD0.001 0.9%
Value ($000) $1,411 Shares 83,547 Est. Cost $10.24 Unrealized -6.5%
SOXX ISHARES TR PHLX SEMICONDUCTOR ETF 0.9%
Value ($000) $1,386 Shares 3,656 Est. Cost $251.12 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.9%
Value ($000) $1,366 Shares 4,554 Est. Cost $216.25 Unrealized
IYK ISHARES U S CONSUMER GOODS ETF 0.8%
Value ($000) $1,336 Shares 7,703 Est. Cost $133.91 Unrealized
FIW FIRST TRUST WATER ETF 0.8%
Value ($000) $1,187 Shares 16,465 Est. Cost $53.91 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.7%
Value ($000) $1,183 Shares 3,442 Est. Cost $294.32 Unrealized
BBH VANECK VECTORS ETF TR BIOTECH ETF 0.7%
Value ($000) $1,153 Shares 6,796 Est. Cost $163.44 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF 0.6%
Value ($000) $1,016 Shares 14,688 Est. Cost $62.33 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $881 Shares 12,320 Est. Cost $54.61 Unrealized +7.0%
IVE ISHARES S&P 500 VALUE ETF 0.5%
Value ($000) $812 Shares 6,340 Est. Cost $128.88 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.5%
Value ($000) $803 Shares 19,060 Est. Cost $36.47 Unrealized
OWL ROCK CAPITAL CORPORATION II ADVISORY 0.5%
Value ($000) $796 Shares 89,936 Est. Cost $8.29 Unrealized
MFS CHARTER INCOME TRUST SH BEN INT 0.5%
Value ($000) $796 Shares 90,755 Est. Cost $8.42 Unrealized
PGX INVESCO EXCHNG TRADED FD TR II PFD ETF 0.5%
Value ($000) $783 Shares 51,331 Est. Cost $14.95 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.5%
Value ($000) $746 Shares 3,352 Est. Cost $159.97 Unrealized +50.2%
FNY FIRST TR EXCH TRADED ALPHADEX FD II MID CAP GROWTH ALPHADEX FD 0.5%
Value ($000) $712 Shares 10,890 Est. Cost $47.89 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.4%
Value ($000) $674 Shares 28,920 Est. Cost $12.75 Unrealized
FMB FIRST TR EXCHANGE TRADED FD III MANAGED MUN ETF 0.4%
Value ($000) $661 Shares 11,656 Est. Cost $54.32 Unrealized
PJP INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS 0.4%
Value ($000) $623 Shares 8,727 Est. Cost $65.16 Unrealized
XBI SPDR SER TR S&P BIOTECH ETF 0.4%
Value ($000) $606 Shares 4,303 Est. Cost $120.83 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.4%
Value ($000) $574 Shares 8,449 Est. Cost $61.37 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $562 Shares 321 Est. Cost $64.14 Unrealized +30.6%
IYF ISHARES U S FINANCIALS ETF 0.4%
Value ($000) $553 Shares 8,277 Est. Cost $102.29 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.3%
Value ($000) $536 Shares 3,190 Est. Cost $162.27 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.3%
Value ($000) $530 Shares 5,456 Est. Cost $132.33 Unrealized
FXG FIRST TR EXCHANGE TRADED FD II CONSUMER STAPLES ALPHADEX FD ANNUAL 0.3%
Value ($000) $529 Shares 10,249 Est. Cost $50.08 Unrealized
XSD SPDR SER TR S&P SEMICONDUCTOR ETF 0.3%
Value ($000) $527 Shares 3,085 Est. Cost $107.30 Unrealized
HTEC EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR 0.3%
Value ($000) $498 Shares 11,395 Est. Cost $43.70 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.3%
Value ($000) $474 Shares 20,058 Est. Cost $25.51 Unrealized
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.3%
Value ($000) $458 Shares 7,300 Est. Cost $64.16 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.3%
Value ($000) $442 Shares 1,543 Est. Cost $258.86 Unrealized
GLADSTONE LD CORP PFD SER B 6 (Call Date 06/01/22) 0.3%
Value ($000) $431 Shares 17,195 Est. Cost $25.01 Unrealized
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 0.3%
Value ($000) $412 Shares 11,746 Est. Cost $33.56 Unrealized
SRVR PACER FDS TR BNCHMRK INFRA 0.3%
Value ($000) $411 Shares 11,455 Est. Cost $34.89 Unrealized
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.3%
Value ($000) $405 Shares 2,640 Est. Cost $108.00 Unrealized +29.0%
JNJ JOHNSON &JOHNSON COM USD1.00 0.3%
Value ($000) $401 Shares 2,551 Est. Cost $115.47 Unrealized +10.4%
DGRO ISHARES TRUST CORE DIVID GWTH 0.2%
Value ($000) $372 Shares 8,300 Est. Cost $44.13 Unrealized
CIM COML TR CORP PFD SER A (Call Date 01/19/23) 0.2%
Value ($000) $368 Shares 14,705 Est. Cost $25.03 Unrealized
ESGV VANGUARD WORLD FD ESG US STK ETF 0.2%
Value ($000) $362 Shares 5,160 Est. Cost $70.16 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.2%
Value ($000) $356 Shares 8,021 Est. Cost $36.93 Unrealized
VBK VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY VANGUARD INDEX TR 0.2%
Value ($000) $348 Shares 1,301 Est. Cost $198.68 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.2%
Value ($000) $343 Shares 7,000 Est. Cost $49.93 Unrealized
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $340 Shares 2,400 Est. Cost $85.93 Unrealized +43.4%
EATON VANCE TAX-MNGD GBL DIV EQ INC COM STK USD0.01 0.2%
Value ($000) $332 Shares 37,907 Est. Cost $8.78 Unrealized
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $318 Shares 2,283 Est. Cost $106.18 Unrealized +16.0%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $315 Shares 180 Est. Cost $64.18 Unrealized +30.1%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.2%
Value ($000) $314 Shares 7,350 Est. Cost $42.45 Unrealized
CIM COML TR CORP PFD 5.50000 (Call Date 10/20/22) 0.2%
Value ($000) $305 Shares 12,195 Est. Cost $25.01 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $295 Shares 1,326 Est. Cost $142.41 Unrealized +44.7%
RPM RPM INTL INC FORMERLY RPM INC OHIO TO 10/11/2002 0.2%
Value ($000) $295 Shares 3,250 Est. Cost $72.53 Unrealized +21.6%
QLD PROSHARES ULTRA QQQ PROSHARES 0.2%
Value ($000) $288 Shares 2,500 Est. Cost $110.04 Unrealized
VIS VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS 0.2%
Value ($000) $288 Shares 1,695 Est. Cost $154.93 Unrealized
XRT SPDR SER TR S&P RETAIL ETF 0.2%
Value ($000) $277 Shares 4,300 Est. Cost $45.96 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 0.2%
Value ($000) $271 Shares 5,350 Est. Cost $50.72 Unrealized
NFLX NETFLIX COM INC COM 0.2%
Value ($000) $267 Shares 493 Est. Cost $37.67 Unrealized +34.6%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $265 Shares 757 Est. Cost $238.91 Unrealized +29.0%
EDOW FIRST TR EXCHANGE TRADED FD DOW 30 EQL WGT 0.2%
Value ($000) $264 Shares 9,732 Est. Cost $27.13 Unrealized
VONG VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 0.2%
Value ($000) $258 Shares 1,040 Est. Cost $248.08 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $246 Shares 4,003 Est. Cost $48.90 Unrealized +1.3%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.2%
Value ($000) $240 Shares 1,127 Est. Cost $143.91 Unrealized +13.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $239 Shares 1,130 Est. Cost $123.76 Unrealized +25.9%
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.2%
Value ($000) $238 Shares 2,865 Est. Cost $83.26 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $238 Shares 4,059 Est. Cost $42.74 Unrealized +2.9%
DIS DISNEY WALT CO 0.2%
Value ($000) $237 Shares 1,309 Est. Cost $135.48 Unrealized +3.5%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $227 Shares 725 Est. Cost $212.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.1%
Value ($000) $217 Shares 938 Est. Cost $216.01 Unrealized +1.9%
AIVL WISDOMTREE TR US DIVID EX FNCL 0.1%
Value ($000) $208 Shares 2,480 Est. Cost $92.55 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $204 Shares 3,955 Est. Cost $51.67 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $200 Shares 754 Est. Cost $198.85 Unrealized +21.9%
EATON VANCE TX ADV GLBL DIV FD COM 0.1%
Value ($000) $198 Shares 10,854 Est. Cost $18.00 Unrealized
FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD 0.1%
Value ($000) $196 Shares 10,150 Est. Cost $19.31 Unrealized
MRNA MODERNA INC COM 0.1%
Value ($000) $195 Shares 1,865 Est. Cost $64.78 Unrealized +56.2%
HDV ISHARES TRUST ISHARES CORE HIGH DIVIDEND 0.1%
Value ($000) $191 Shares 2,175 Est. Cost $98.18 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.1%
Value ($000) $190 Shares 895 Est. Cost $155.75 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $184 Shares 945 Est. Cost $164.02 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.1%
Value ($000) $183 Shares 800 Est. Cost $141.82 Unrealized
PIO INVESCO EXCHNG TRADED FD TR II GLOBAL WATER 0.1%
Value ($000) $182 Shares 5,219 Est. Cost $29.24 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 0.1%
Value ($000) $182 Shares 2,120 Est. Cost $84.68 Unrealized
BA BOEING CO COM USD5.00 0.1%
Value ($000) $180 Shares 842 Est. Cost $282.36 Unrealized -31.9%
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $178 Shares 7,100 Est. Cost $25.07 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD 0.1%
Value ($000) $178 Shares 5,200 Est. Cost $33.49 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $176 Shares 819 Est. Cost $171.88 Unrealized +12.4%
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $173 Shares 6,935 Est. Cost $24.95 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $172 Shares 3,630 Est. Cost $47.18 Unrealized -5.9%
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $168 Shares 840 Est. Cost $189.71 Unrealized +7.2%
CSM PROSHARES TR LARGE CAP CRE 0.1%
Value ($000) $147 Shares 1,744 Est. Cost $76.99 Unrealized
DRI DARDEN RESTAURANTS 0.1%
Value ($000) $143 Shares 1,200 Est. Cost $95.83 Unrealized -4.6%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.1%
Value ($000) $142 Shares 1,200 Est. Cost $80.00 Unrealized
JLL JONES LANG LASALLE INC COM USD0.01 0.1%
Value ($000) $141 Shares 951 Est. Cost $128.38 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.1%
Value ($000) $140 Shares 1,525 Est. Cost $93.87 Unrealized
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $140 Shares 950 Est. Cost $100.85 Unrealized +20.2%
FTCS FIRST TR ETF CAP STRENGTH ETF 0.1%
Value ($000) $138 Shares 2,040 Est. Cost $61.18 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $137 Shares 2,650 Est. Cost $51.81 Unrealized
FXL FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD USD 0.1%
Value ($000) $135 Shares 1,204 Est. Cost $72.17 Unrealized
JPM JPMORGAN CHASE & CO COM USD1.00 0.1%
Value ($000) $133 Shares 1,050 Est. Cost $108.40 Unrealized -9.5%
ICLN ISHARES TR GL CLEAN ENE ETF 0.1%
Value ($000) $131 Shares 4,650 Est. Cost $28.17 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $131 Shares 1,550 Est. Cost $89.68 Unrealized -27.5%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.1%
Value ($000) $131 Shares 3,200 Est. Cost $32.19 Unrealized
AZN ASTRAZENECA ADR EACH REP 1 ORD USD0.25 MGT 0.1%
Value ($000) $130 Shares 2,600 Est. Cost $50.00 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $130 Shares 6,000 Est. Cost $22.96 Unrealized -15.4%
EA ELECTRONIC ARTS 0.1%
Value ($000) $129 Shares 900 Est. Cost $102.94 Unrealized +21.8%
HYS PIMCO ETF TRUST 0-5 YR HIGH YLD CORP BD IDX ETF 0.1%
Value ($000) $128 Shares 1,305 Est. Cost $99.80 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $126 Shares 872 Est. Cost $36.96 Unrealized +22.4%
JETS ETF SER SOLUTIONS US GLB JETS 0.1%
Value ($000) $122 Shares 5,450 Est. Cost $15.00 Unrealized
SJNK SPDR SERIES TRUST BLOOMBERG SRT TR 0.1%
Value ($000) $119 Shares 4,422 Est. Cost $26.95 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.1%
Value ($000) $119 Shares 4,000 Est. Cost $19.25 Unrealized
AEE AMEREN CORP COM USD0.01 0.1%
Value ($000) $117 Shares 1,500 Est. Cost $63.64 Unrealized +8.2%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.1%
Value ($000) $117 Shares 1,400 Est. Cost $82.23 Unrealized
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.1%
Value ($000) $111 Shares 3,900 Est. Cost $29.08 Unrealized
EATON VANCE TXMGD GL BUYWR OPP COM 0.1%
Value ($000) $111 Shares 11,500 Est. Cost $10.37 Unrealized
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $110 Shares 1,350 Est. Cost $67.55 Unrealized -4.0%
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.1%
Value ($000) $109 Shares 1,050 Est. Cost $85.62 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $108 Shares 1,515 Est. Cost $48.28 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $106 Shares 150 Est. Cost $109.54 Unrealized +55.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $106 Shares 900 Est. Cost $112.93 Unrealized
CIM COML TR CORP PFD SER A 5.50000 (Call Date 02/01/21) 0.1%
Value ($000) $105 Shares 4,200 Est. Cost $25.00 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $105 Shares 1,800 Est. Cost $49.14 Unrealized -0.4%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $105 Shares 500 Est. Cost $145.94 Unrealized +35.7%
ETF MANAGERS TR PRIME CYBR SCRTY 0.1%
Value ($000) $104 Shares 1,815 Est. Cost $41.59 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $100 Shares 4,000 Est. Cost $25.05 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $95 Shares 3,787 Est. Cost $25.01 Unrealized
IMCB ISHARES TR MRGSTR MD CP ETF 0.1%
Value ($000) $94 Shares 400 Est. Cost $208.96 Unrealized
PSI INVESCO EXCHANGE TRADED FD TR DYNMC SEMICNDT 0.1%
Value ($000) $94 Shares 900 Est. Cost $67.27 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.1%
Value ($000) $93 Shares 1,850 Est. Cost $50.12 Unrealized
EMNT PIMCO ETF TR ENHANCD SHORT 0.1%
Value ($000) $91 Shares 900 Est. Cost $101.11 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $90 Shares 1,085 Est. Cost $74.24 Unrealized -3.0%
DHS WISDOMTREE TR US HIGH DIVIDEND 0.1%
Value ($000) $90 Shares 1,300 Est. Cost $76.92 Unrealized
NSC NORFOLK SOUTHERN CORP COM USD1 0.1%
Value ($000) $87 Shares 366 Est. Cost $166.80 Unrealized +22.7%
IYM ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF 0.1%
Value ($000) $86 Shares 756 Est. Cost $98.01 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $84 Shares 1,600 Est. Cost $37.86 Unrealized +10.0%
DEUTSCHE BANK AG LONDON ETN 14/11/22 (LKD DJ HY SEL 10 TTL RTN I CALLABLE PUTTABLE NOT RATED 0.1%
Value ($000) $82 Shares 4,450 Est. Cost $25.92 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH 0.1%
Value ($000) $81 Shares 789 Est. Cost $119.09 Unrealized
QLTA ISHARES TRUST AAA - A RATED CORP BD ETF 0.1%
Value ($000) $80 Shares 1,375 Est. Cost $58.18 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $79 Shares 2,150 Est. Cost $26.96 Unrealized +6.2%
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
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $78 Shares 1,757 Est. Cost $45.85 Unrealized -20.8%
GLOBAL X FDS GLOBAL X SUPERDIV ETF 0.0%
Value ($000) $77 Shares 6,000 Est. Cost $17.73 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $76 Shares 145 Est. Cost $6.28 Unrealized +112.4%
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $75 Shares 420 Est. Cost $142.86 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $72 Shares 410 Est. Cost $105.42 Unrealized +37.4%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.0%
Value ($000) $70 Shares 186 Est. Cost $322.58 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $66 Shares 600 Est. Cost $75.30 Unrealized +31.8%
PEP PEPSICO INC 0.0%
Value ($000) $66 Shares 444 Est. Cost $112.77 Unrealized +7.5%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.0%
Value ($000) $66 Shares 800 Est. Cost $60.01 Unrealized +0.6%
FXD FIRST TR EXCHANGE TRADED FD II CONSUMER DISCRETIONARY 0.0%
Value ($000) $65 Shares 1,275 Est. Cost $45.28 Unrealized
CIM COML TR CORP PFD SER A 0.0%
Value ($000) $64 Shares 2,550 Est. Cost $25.10 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $63 Shares 475 Est. Cost $124.59 Unrealized -15.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $62 Shares 263 Est. Cost $109.59 Unrealized +88.6%
SEAGATE TECHNOLOGY PLC COM USD0.00001 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $59.50 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $58 Shares 535 Est. Cost $83.90 Unrealized
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $58 Shares 2,310 Est. Cost $25.11 Unrealized
RPV INVESCO EXCHANGE TRADED FD TR S&P500 PUR VAL 0.0%
Value ($000) $58 Shares 950 Est. Cost $69.43 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $56 Shares 325 Est. Cost $138.76 Unrealized +5.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $56 Shares 286 Est. Cost $166.28 Unrealized
BIBL NORTHERN LTS FD TR IV INSPIRE 100ETF 0.0%
Value ($000) $56 Shares 1,540 Est. Cost $30.12 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $55 Shares 800 Est. Cost $54.60 Unrealized +3.4%
KO COCA COLA CO 0.0%
Value ($000) $54 Shares 990 Est. Cost $44.66 Unrealized -0.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $53 Shares 391 Est. Cost $137.06 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $24.76 Unrealized
T AT&T INC COM USD1 0.0%
Value ($000) $52 Shares 1,800 Est. Cost $18.86 Unrealized -18.5%
CIM COML TR CORP PFD SER A (Call Date 12/22/22) 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $24.76 Unrealized
EAGG ISHARES TR ESG AWR US AGRGT 0.0%
Value ($000) $51 Shares 900 Est. Cost $56.67 Unrealized
JPST J P MORGAN EXCHANGE-TRADED FD ULTRA SHRT INC 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $51.00 Unrealized
TU TELUS CORP COM 0.0%
Value ($000) $51 Shares 2,600 Est. Cost $18.52 Unrealized +1.6%
CYBERARK SOFTWARE LTD COM ILS0.01 0.0%
Value ($000) $51 Shares 315 Est. Cost $117.46 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $39.41 Unrealized -2.0%
FYC FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD 0.0%
Value ($000) $49 Shares 800 Est. Cost $46.78 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $49 Shares 225 Est. Cost $63.90 Unrealized +205.3%
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $48 Shares 231 Est. Cost $149.35 Unrealized +19.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $47 Shares 100 Est. Cost $298.40 Unrealized +55.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $46 Shares 600 Est. Cost $61.77 Unrealized +6.3%
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $46 Shares 370 Est. Cost $102.70 Unrealized
IWL ISHARES TR RUS TOP 200 ETF 0.0%
Value ($000) $45 Shares 500 Est. Cost $84.00 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $45 Shares 300 Est. Cost $18.82 Unrealized +34.3%
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $44 Shares 645 Est. Cost $68.41 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.0%
Value ($000) $44 Shares 800 Est. Cost $54.40 Unrealized
FDL FIRST TRUST MORN DVD LEAD IN 0.0%
Value ($000) $43 Shares 1,450 Est. Cost $32.63 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $42 Shares 1,396 Est. Cost $26.52 Unrealized -10.8%
ARKW ARK ETF TR NEXT GNRTN INTER 0.0%
Value ($000) $42 Shares 290 Est. Cost $144.83 Unrealized
RFG INVESCO EXCHANGE TRADED FD TR S&P MDCP400 PR 0.0%
Value ($000) $41 Shares 200 Est. Cost $155.00 Unrealized
LUV SOUTHWEST AIRLNS CO 0.0%
Value ($000) $41 Shares 880 Est. Cost $48.43 Unrealized -16.8%
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value ($000) $41 Shares 150 Est. Cost $197.04 Unrealized +25.6%
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $40 Shares 622 Est. Cost $48.59 Unrealized +0.5%
FLS FLOWSERVE CORP COM USD1.25 0.0%
Value ($000) $40 Shares 1,082 Est. Cost $41.59 Unrealized -29.4%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $40 Shares 50 Est. Cost $30.15 Unrealized +150.5%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.0%
Value ($000) $39 Shares 300 Est. Cost $93.33 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $39 Shares 600 Est. Cost $48.89 Unrealized +13.5%
MMM 3M COMPANY 0.0%
Value ($000) $39 Shares 221 Est. Cost $107.82 Unrealized +9.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $39 Shares 1,018 Est. Cost $24.50 Unrealized +37.8%
WTS WATTS WATER TECHNOLOGIES CL A 0.0%
Value ($000) $37 Shares 300 Est. Cost $94.88 Unrealized +20.7%
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value ($000) $37 Shares 98 Est. Cost $377.55 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $37 Shares 600 Est. Cost $61.67 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
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV 0.0%
Value ($000) $37 Shares 500 Est. Cost $68.57 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $37 Shares 97 Est. Cost $275.44 Unrealized +26.1%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $36 Shares 100 Est. Cost $37.82 Unrealized +23.5%
MDT MEDTRONIC PLC USD0.0001 0.0%
Value ($000) $35 Shares 300 Est. Cost $92.57 Unrealized +2.7%
VLVLY VOLVO(AB) UNSP ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $12.67 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $35 Shares 105 Est. Cost $192.60 Unrealized +131.5%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $33 Shares 612 Est. Cost $48.35 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM USD0.10 0.0%
Value ($000) $31 Shares 500 Est. Cost $45.86 Unrealized +9.1%
IYT ISHARES TRUST TRANSPORTATION AVERAGE ETF FD 0.0%
Value ($000) $30 Shares 135 Est. Cost $194.61 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $30 Shares 440 Est. Cost $60.12 Unrealized
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.0%
Value ($000) $30 Shares 135 Est. Cost $194.29 Unrealized
NSRGF NESTLE SA CHF0.10 (REGD) 0.0%
Value ($000) $30 Shares 250 Est. Cost $89.22 Unrealized +12.4%
IXP ISHARES TR GBL COMM SVC ETF 0.0%
Value ($000) $29 Shares 390 Est. Cost $61.54 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $29 Shares 609 Est. Cost $40.26 Unrealized -11.4%
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $29 Shares 100 Est. Cost $150.27 Unrealized +82.0%
LLY ELI LILLY AND CO COM 0.0%
Value ($000) $29 Shares 170 Est. Cost $116.04 Unrealized +21.8%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $28 Shares 200 Est. Cost $119.29 Unrealized -3.1%
SHOP SHOPIFY INC COM NPV CL A 0.0%
Value ($000) $28 Shares 25 Est. Cost $33.82 Unrealized +210.4%
IWX ISHARES TR RUS TP200 VL ETF 0.0%
Value ($000) $28 Shares 485 Est. Cost $58.28 Unrealized
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $28 Shares 300 Est. Cost $70.68 Unrealized +8.8%
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND 0.0%
Value ($000) $28 Shares 175 Est. Cost $134.66 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.0%
Value ($000) $28 Shares 285 Est. Cost $90.86 Unrealized
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.0%
Value ($000) $27 Shares 600 Est. Cost $46.55 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $26 Shares 250 Est. Cost $104.00 Unrealized
ACN ACCENTURE PLC CLS A USD0.0000225 0.0%
Value ($000) $26 Shares 100 Est. Cost $178.42 Unrealized +25.0%
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $26 Shares 1,052 Est. Cost $24.71 Unrealized
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.76 Unrealized
SPMO INVESCO EXCHNG TRADED FD TR II S&P 500 MOMNTM 0.0%
Value ($000) $26 Shares 500 Est. Cost $42.00 Unrealized
CIM COML TR CORP PFD SER A 5.50000 (Call Date 11/17/22) 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.76 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $25 Shares 400 Est. Cost $59.26 Unrealized -28.5%
GLW CORNING INC 0.0%
Value ($000) $25 Shares 700 Est. Cost $22.10 Unrealized +39.7%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.0%
Value ($000) $25 Shares 300 Est. Cost $56.67 Unrealized
PEJ INVESCO EXCHANGE TRADED FD TR DYNMC LEISURE 0.0%
Value ($000) $24 Shares 600 Est. Cost $45.11 Unrealized
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $24 Shares 225 Est. Cost $65.48 Unrealized +20.6%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.0%
Value ($000) $24 Shares 193 Est. Cost $99.90 Unrealized -6.5%
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS 0.0%
Value ($000) $24 Shares 325 Est. Cost $52.31 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD VI NASDQ SEMCNDTR 0.0%
Value ($000) $24 Shares 400 Est. Cost $40.00 Unrealized
CSX CSX CORP COM USD1 0.0%
Value ($000) $23 Shares 250 Est. Cost $21.57 Unrealized +24.3%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $23 Shares 80 Est. Cost $244.52 Unrealized +11.8%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $23 Shares 125 Est. Cost $92.65 Unrealized
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $23 Shares 200 Est. Cost $95.00 Unrealized
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $23 Shares 593 Est. Cost $47.69 Unrealized -47.8%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $207.56 Unrealized +8.2%
CNI CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 0.0%
Value ($000) $22 Shares 200 Est. Cost $97.95 Unrealized 0.0%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.00 Unrealized
OSI ETF TR OSHS GBL INTER 0.0%
Value ($000) $22 Shares 400 Est. Cost $47.50 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $54.74 Unrealized
FIXD FIRST TRUST TCW OPP FIXED IN 0.0%
Value ($000) $22 Shares 395 Est. Cost $55.79 Unrealized
ISMD NORTHERN LTS FD TR IV INSPIRE SMAL ETF 0.0%
Value ($000) $22 Shares 750 Est. Cost $28.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $21 Shares 135 Est. Cost $82.19 Unrealized +51.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $21 Shares 500 Est. Cost $52.07 Unrealized -41.7%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $21 Shares 150 Est. Cost $118.59 Unrealized +7.5%
LNNGY LI NING CO LTD UNSPONSORD ADR 0.0%
Value ($000) $21 Shares 125 Est. Cost $72.00 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $62.04 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $20 Shares 75 Est. Cost $157.96 Unrealized +46.9%
SPHD INVESCO EXCHNG TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $19 Shares 500 Est. Cost $40.42 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD 0.0%
Value ($000) $19 Shares 400 Est. Cost $45.00 Unrealized
QUIDEL CORP 0.0%
Value ($000) $18 Shares 100 Est. Cost $90.00 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $60.81 Unrealized +147.3%
FNK FIRST TR EXCH TRADED ALPHADEX FD II MID CAP VALUE ALPHADEX FD 0.0%
Value ($000) $18 Shares 500 Est. Cost $35.65 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $17 Shares 200 Est. Cost $54.36 Unrealized +30.1%
ISHARES GOLD TRUST ISHARES 0.0%
Value ($000) $17 Shares 912 Est. Cost $16.30 Unrealized
LMT LOCKHEED MARTIN CORP COM USD1.00 0.0%
Value ($000) $17 Shares 48 Est. Cost $334.90 Unrealized -4.8%
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $16 Shares 100 Est. Cost $150.00 Unrealized
LVHD LEGG MASON ETF INVESTMENT TR L VOL H DIV ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $31.14 Unrealized
VOT VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS 0.0%
Value ($000) $16 Shares 75 Est. Cost $160.00 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $16 Shares 22 Est. Cost $536.14 Unrealized +25.9%
SYY SYSCO CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $68.51 Unrealized -12.4%
RCL ROYAL CARIBBEAN CRUISES COM USD0.01 0.0%
Value ($000) $15 Shares 200 Est. Cost $112.81 Unrealized -39.3%
QQEW FIRST TRUST PORTFOLIOS FUNDS FIRST TRUST NASDQ 100 EQ WEI 0.0%
Value ($000) $15 Shares 150 Est. Cost $72.73 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.0%
Value ($000) $15 Shares 125 Est. Cost $86.44 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 0.0%
Value ($000) $15 Shares 200 Est. Cost $76.47 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.00 Unrealized
FCTR FIRST TR EXCHANGE TRADED FD LUNT US FACTOR 0.0%
Value ($000) $15 Shares 500 Est. Cost $22.00 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $14 Shares 338 Est. Cost $32.38 Unrealized +4.1%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $14 Shares 225 Est. Cost $53.33 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $14 Shares 300 Est. Cost $44.33 Unrealized -23.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $14 Shares 355 Est. Cost $40.55 Unrealized -12.7%
ATO ATMOS ENERGY CORP COM NPV 0.0%
Value ($000) $14 Shares 150 Est. Cost $94.23 Unrealized -10.1%
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.0%
Value ($000) $14 Shares 100 Est. Cost $91.47 Unrealized +17.9%
ETF MANAGERS TR BLUESTAR ISRAEL 0.0%
Value ($000) $14 Shares 201 Est. Cost $60.00 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $13 Shares 25 Est. Cost $294.23 Unrealized +64.2%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $13 Shares 600 Est. Cost $43.87 Unrealized -59.5%
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $48.57 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $13 Shares 904 Est. Cost $15.66 Unrealized -12.4%
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $13 Shares 170 Est. Cost $119.49 Unrealized
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $32.22 Unrealized 0.0%
KMB KIMBERLY CLARK CORP COM USD1.25 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.78 Unrealized +6.6%
FMCC FEDERAL HOME LOAN MORTGAGE CORP COM NPV 0.0%
Value ($000) $13 Shares 5,385 Est. Cost $2.96 Unrealized -28.2%
XLI SECTOR SPDR TR SHS BEN INT INDUSTRIAL 0.0%
Value ($000) $12 Shares 130 Est. Cost $84.62 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $12 Shares 175 Est. Cost $63.79 Unrealized -24.8%
O REALTY INCOME CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.85 Unrealized -12.1%
WW INTL INC COM 0.0%
Value ($000) $12 Shares 500 Est. Cost $38.00 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $11 Shares 50 Est. Cost $93.29 Unrealized +184.6%
OGS ONE GAS INC COM USD0.01 0.0%
Value ($000) $11 Shares 146 Est. Cost $91.47 Unrealized -17.4%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $85.83 Unrealized +14.0%
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.88 Unrealized
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
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 0.0%
Value ($000) $11 Shares 80 Est. Cost $101.70 Unrealized +8.3%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 75 Est. Cost $134.12 Unrealized
DIV GLOBAL X FDS GLOBAL X SUPERDIVIDEND U S ETF 0.0%
Value ($000) $10 Shares 600 Est. Cost $23.71 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $10 Shares 50 Est. Cost $113.53 Unrealized +25.4%
INTC INTEL CORP COM USD0.001 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.33 Unrealized -15.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.98 Unrealized -25.0%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $19.77 Unrealized 0.0%
ERIC ERICSSON ADR EACH REP 1 ORD B SEK1 0.0%
Value ($000) $9 Shares 795 Est. Cost $8.92 Unrealized
FUTY FIDELITY MSCI UTILS INDEX ETF 0.0%
Value ($000) $9 Shares 230 Est. Cost $43.48 Unrealized
IYZ ISHARES TR US TELECOM ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $9 Shares 110 Est. Cost $50.21 Unrealized +62.1%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $9 Shares 38 Est. Cost $179.69 Unrealized +13.6%
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
DTEC ALPS ETF TR DISRUPTIVE TECH 0.0%
Value ($000) $8 Shares 180 Est. Cost $27.78 Unrealized
SHRY FIRST TR EXCHANGE TRADED FD VI LARGE CAP US EQUITY SELECT ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $23.33 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $8 Shares 100 Est. Cost $46.59 Unrealized +26.3%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $7 Shares 100 Est. Cost $57.78 Unrealized -4.4%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $7 Shares 36 Est. Cost $177.44 Unrealized +1.1%
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.77 Unrealized -10.0%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.73 Unrealized 0.0%
NTDOY NINTENDO CO LTD ADR(8 CNV INTO 1 ORD)NPV 0.0%
Value ($000) $7 Shares 90 Est. Cost $55.56 Unrealized
GILD GILEAD SCIENCES INC COM USD0.001 0.0%
Value ($000) $7 Shares 120 Est. Cost $54.92 Unrealized -10.1%
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.0%
Value ($000) $7 Shares 25 Est. Cost $179.27 Unrealized +24.7%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.33 Unrealized
CL COLGATE-PALMOLIVE CO COM USD1.00 0.0%
Value ($000) $6 Shares 75 Est. Cost $61.53 Unrealized +19.3%
LDOS LEIDOS HLDGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.14 Unrealized +10.4%
FNV FRANCO NEV CORP COM ISIN #CA3518581051 SEDOL #B29NF31 0.0%
Value ($000) $6 Shares 50 Est. Cost $141.52 Unrealized -9.0%
BBBY OVERSTOCK.COM INC 0.0%
Value ($000) $6 Shares 130 Est. Cost $74.93 Unrealized -13.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $6 Shares 66 Est. Cost $71.81 Unrealized +5.4%
RACE FERRARI N V EUR0.01 NEW 0.0%
Value ($000) $6 Shares 26 Est. Cost $204.03 Unrealized 0.0%
MDU MDU RESOURCES GROUP INC COM USD1.00 0.0%
Value ($000) $6 Shares 225 Est. Cost $9.10 Unrealized -11.5%
XLF SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.00 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.0%
Value ($000) $6 Shares 25 Est. Cost $200.00 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $173.71 Unrealized +12.8%
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $5 Shares 48 Est. Cost $61.67 Unrealized +67.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $5 Shares 168 Est. Cost $24.80 Unrealized -12.5%
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $5 Shares 23 Est. Cost $151.61 Unrealized +21.1%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $89.66 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $5 Shares 160 Est. Cost $12.50 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $22.64 Unrealized 0.0%
IRTC IRHYTHM TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $67.85 Unrealized +235.9%
NI NISOURCE INC COM USD0.01 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.34 Unrealized -11.9%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.31 Unrealized +11.4%
TIFFANY &CO NEW COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $4 Shares 227 Est. Cost $13.33 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $29.67 Unrealized +51.1%
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $4 Shares 95 Est. Cost $31.58 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $4 Shares 600 Est. Cost $6.67 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $12.86 Unrealized +163.0%
ALABAMA POWER CO 4.60000 PFD (Call Date 02/01/20) 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
MELI MERCADOLIBRE INC COM USD0.001 0.0%
Value ($000) $3 Shares 2 Est. Cost $1085.04 Unrealized +30.0%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
GAMCO GLOBAL GOLD NAT RES &IN COM SH BEN INT 0.0%
Value ($000) $3 Shares 881 Est. Cost $4.42 Unrealized
AIA ISHARES TR ASIA 50 ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $57.14 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.0%
Value ($000) $3 Shares 24 Est. Cost $125.00 Unrealized
EXPI EXP WORLD HOLDINGS INC COM ISIN #US30212W1009 SEDOL #BDH2902 0.0%
Value ($000) $3 Shares 45 Est. Cost $14.47 Unrealized +79.1%
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $3 Shares 13 Est. Cost $230.77 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $2 Shares 26 Est. Cost $36.62 Unrealized 0.0%
ALGT ALLEGIANT TRAVEL COMPANY COM USD0.001 0.0%
Value ($000) $2 Shares 10 Est. Cost $138.29 Unrealized +7.2%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
ZNOG ZION OIL &GAS INC COM 0.0%
Value ($000) $1 Shares 1,113 Est. Cost $0.23 Unrealized +196.9%
DJP BARCLAYS BK PLC DJUBS CMDT ETN36 0.00000 06/12/2036 CALLABLE PUTTABLE 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
AURORA CANNABIS INC COM NPV POST REV SPLIT ISIN #CA05156X8843 SEDOL #BLB8BC8 0.0%
Value ($000) $1 Shares 102 Est. Cost $9.80 Unrealized
CRON CRONOS GROUP INC COM NPV 0.0%
Value ($000) $1 Shares 120 Est. Cost $7.65 Unrealized -10.0%
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 375 Est. Cost $0.91 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.77 Unrealized -6.6%
CORBUS PHARMACEUTICALS HLDGS COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $6.67 Unrealized
CENTURYLINK INC COM USD1.00 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized
PRKS SEAWORLD ENTMT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.85 Unrealized -9.7%
NIKOLA CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
PROGRESS ENERGY INC CONTINGENT VALUE 0.00000 PFD 0.0%
Value ($000) $0 Shares 389 Est. Cost Unrealized
GOOXF GIVOT OLAM OIL EXPLORATION ILS1 0.0%
Value ($000) $0 Shares 73 Est. Cost Unrealized
GNLKQ GENELINK INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized +44.6%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.97 Unrealized -21.6%