Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 29, 2021

Total Value ($000): $124,487 (100.0% shares, 0.0% debt)

Holdings (256)

SCHP SCHWAB U.S. TIPS ETF 9.7%
Value ($000) $12,117 Shares 195,189 Est. Cost $57.81 Unrealized
AVGO BROADCOM INC COM 5.1%
Value ($000) $6,382 Shares 14,576 Est. Cost $25.69 Unrealized +35.5%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4.4%
Value ($000) $5,491 Shares 88,869 Est. Cost $58.65 Unrealized
INFY INFOSYS LTD SPONSORED ADR 4.1%
Value ($000) $5,072 Shares 299,218 Est. Cost $10.18 Unrealized
TXN TEXAS INSTRS INC COM 4.0%
Value ($000) $4,997 Shares 30,445 Est. Cost $103.44 Unrealized +30.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 3.9%
Value ($000) $4,864 Shares 54,648 Est. Cost $71.35 Unrealized
ABBV ABBVIE INC COM 3.8%
Value ($000) $4,678 Shares 43,661 Est. Cost $65.41 Unrealized +20.7%
SCHX SCHWAB U.S. LARGE-CAP ETF 3.7%
Value ($000) $4,667 Shares 51,314 Est. Cost $78.20 Unrealized
INTC INTEL CORP COM 3.5%
Value ($000) $4,321 Shares 86,734 Est. Cost $46.23 Unrealized -4.8%
NTAP NETAPP INC COM 3.3%
Value ($000) $4,088 Shares 61,718 Est. Cost $43.95 Unrealized +5.9%
FAST FASTENAL CO COM 3.1%
Value ($000) $3,913 Shares 80,143 Est. Cost $15.29 Unrealized +35.6%
SCHM SCHWAB U.S. MID-CAP ETF 3.1%
Value ($000) $3,804 Shares 55,799 Est. Cost $57.56 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.8%
Value ($000) $3,522 Shares 48,237 Est. Cost $67.20 Unrealized
EAT BRINKER INTL INC COM 2.8%
Value ($000) $3,502 Shares 61,909 Est. Cost $36.60 Unrealized +35.0%
CBRL CRACKER BARREL OLD CTRY STORE COM 2.6%
Value ($000) $3,228 Shares 24,472 Est. Cost $117.03 Unrealized -9.8%
T AT&T INC COM 2.6%
Value ($000) $3,219 Shares 111,909 Est. Cost $17.96 Unrealized -14.4%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 2.3%
Value ($000) $2,908 Shares 129,898 Est. Cost $21.63 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 2.2%
Value ($000) $2,742 Shares 15,564 Est. Cost $126.99 Unrealized +16.1%
NVO NOVO-NORDISK A S ADR 2.2%
Value ($000) $2,726 Shares 39,023 Est. Cost $57.87 Unrealized
NIC INC COM 2.1%
Value ($000) $2,642 Shares 102,292 Est. Cost $22.35 Unrealized
SIG SIGNET JEWELERS LIMITED SHS 2.1%
Value ($000) $2,631 Shares 96,491 Est. Cost $19.30 Unrealized +25.4%
CHCO CITY HLDG CO COM 2.1%
Value ($000) $2,558 Shares 36,778 Est. Cost $63.58 Unrealized -12.6%
COLB COLUMBIA BKG SYS INC COM 2.0%
Value ($000) $2,466 Shares 68,693 Est. Cost $28.72 Unrealized -16.2%
FAF FIRST AMERN FINL CORP COM 1.9%
Value ($000) $2,316 Shares 44,852 Est. Cost $49.26 Unrealized -14.8%
HRB BLOCK H & R INC COM 1.8%
Value ($000) $2,278 Shares 143,643 Est. Cost $16.71 Unrealized -13.4%
CMS CMS ENERGY CORP COM 1.6%
Value ($000) $1,943 Shares 31,843 Est. Cost $51.97 Unrealized +2.9%
EIG EMPLOYERS HOLDINGS INC COM 1.5%
Value ($000) $1,870 Shares 58,101 Est. Cost $34.10 Unrealized -21.4%
LLY LILLY ELI & CO COM 1.0%
Value ($000) $1,207 Shares 7,151 Est. Cost $120.36 Unrealized +17.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.9%
Value ($000) $1,090 Shares 17,567 Est. Cost $46.78 Unrealized +6.9%
MRK MERCK & CO. INC COM 0.8%
Value ($000) $1,011 Shares 12,363 Est. Cost $66.16 Unrealized -2.0%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $997 Shares 6,334 Est. Cost $117.78 Unrealized +8.3%
LAM RESEARCH CORP COM 0.8%
Value ($000) $983 Shares 2,081 Est. Cost $274.64 Unrealized
MO ALTRIA GROUP INC COM 0.8%
Value ($000) $945 Shares 23,053 Est. Cost $28.02 Unrealized -4.7%
PM PHILIP MORRIS INTL INC COM 0.7%
Value ($000) $899 Shares 10,863 Est. Cost $59.69 Unrealized +1.1%
KO COCA COLA CO COM 0.7%
Value ($000) $888 Shares 16,188 Est. Cost $43.87 Unrealized +0.9%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $875 Shares 14,896 Est. Cost $42.03 Unrealized +4.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.7%
Value ($000) $852 Shares 23,657 Est. Cost $32.84 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.6%
Value ($000) $779 Shares 20,679 Est. Cost $32.93 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $756 Shares 24,672 Est. Cost $26.95 Unrealized
BBY BEST BUY INC COM 0.5%
Value ($000) $637 Shares 6,382 Est. Cost $62.72 Unrealized +43.4%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $548 Shares 5,543 Est. Cost $77.58 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $518 Shares 1,952 Est. Cost $202.82 Unrealized +19.5%
AAPL APPLE INC COM 0.4%
Value ($000) $478 Shares 3,606 Est. Cost $96.60 Unrealized +21.1%
TSN TYSON FOODS INC CL A 0.3%
Value ($000) $381 Shares 5,905 Est. Cost $64.89 Unrealized -17.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $366 Shares 1,580 Est. Cost $215.45 Unrealized +2.2%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $296 Shares 9,773 Est. Cost $25.61 Unrealized -7.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $274 Shares 84 Est. Cost $114.22 Unrealized +39.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $214 Shares 1,703 Est. Cost $99.74 Unrealized -6.3%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $159 Shares 876 Est. Cost $135.18 Unrealized +3.7%
WMT WALMART INC COM 0.1%
Value ($000) $138 Shares 960 Est. Cost $43.33 Unrealized +4.4%
MGA MAGNA INTL INC COM 0.1%
Value ($000) $133 Shares 1,876 Est. Cost $50.00 Unrealized 0.0%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $126 Shares 3,691 Est. Cost $27.45 Unrealized
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $120 Shares 1,387 Est. Cost $25.13 Unrealized +184.0%
TSLA TESLA INC COM 0.1%
Value ($000) $113 Shares 160 Est. Cost $97.74 Unrealized +74.6%
AON AON PLC SHS CL A 0.1%
Value ($000) $112 Shares 532 Est. Cost $191.78 Unrealized +2.5%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.1%
Value ($000) $112 Shares 755 Est. Cost $129.73 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $110 Shares 1,260 Est. Cost $66.06 Unrealized +26.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $103 Shares 1,136 Est. Cost $75.02 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $97 Shares 1,389 Est. Cost $62.78 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $97 Shares 700 Est. Cost $123.16 Unrealized 0.0%
MMM 3M CO COM 0.1%
Value ($000) $96 Shares 550 Est. Cost $117.52 Unrealized 0.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $78 Shares 208 Est. Cost $310.42 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $76 Shares 514 Est. Cost $120.83 Unrealized +0.3%
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $70 Shares 313 Est. Cost $151.97 Unrealized +35.6%
BILI BILIBILI INC SPONS ADS REP Z 0.1%
Value ($000) $69 Shares 800 Est. Cost $86.25 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $68 Shares 469 Est. Cost $112.51 Unrealized +12.0%
BCPC BALCHEM CORP COM 0.1%
Value ($000) $63 Shares 548 Est. Cost $97.25 Unrealized +5.2%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $60 Shares 160 Est. Cost $287.37 Unrealized +20.9%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $59 Shares 1,762 Est. Cost $25.95 Unrealized +9.9%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $59 Shares 932 Est. Cost $63.30 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $59 Shares 168 Est. Cost $312.50 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $53 Shares 142 Est. Cost $373.24 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $52 Shares 900 Est. Cost $44.10 Unrealized +10.9%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $51 Shares 1,481 Est. Cost $20.14 Unrealized +40.0%
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.0%
Value ($000) $51 Shares 3,009 Est. Cost $7.84 Unrealized +10.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $51 Shares 360 Est. Cost $141.67 Unrealized
APHRIA INC COM 0.0%
Value ($000) $49 Shares 7,018 Est. Cost $3.39 Unrealized
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $48 Shares 1,282 Est. Cost $28.44 Unrealized +17.4%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $45 Shares 257 Est. Cost $159.53 Unrealized
DAN DANA INC COM 0.0%
Value ($000) $43 Shares 2,198 Est. Cost $13.06 Unrealized +12.8%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $40 Shares 908 Est. Cost $33.90 Unrealized -3.5%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $37 Shares 21 Est. Cost $69.30 Unrealized +20.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $37 Shares 277 Est. Cost $128.46 Unrealized -14.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $37 Shares 45 Est. Cost $248.30 Unrealized 0.0%
VIACOMCBS INC CL B 0.0%
Value ($000) $36 Shares 973 Est. Cost $13.75 Unrealized
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.0%
Value ($000) $36 Shares 1,202 Est. Cost $26.87 Unrealized
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $35 Shares 1,053 Est. Cost $30.41 Unrealized
SPIRIT AIRLS INC COM 0.0%
Value ($000) $35 Shares 1,423 Est. Cost $12.83 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.0%
Value ($000) $35 Shares 285 Est. Cost $112.40 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $35 Shares 468 Est. Cost $61.41 Unrealized -25.1%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $35 Shares 725 Est. Cost $39.35 Unrealized +0.4%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $35 Shares 98 Est. Cost $357.14 Unrealized
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.0%
Value ($000) $33 Shares 604 Est. Cost $27.75 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $32 Shares 181 Est. Cost $97.75 Unrealized +48.2%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $32 Shares 305 Est. Cost $34.57 Unrealized
OI O-I GLASS INC COM 0.0%
Value ($000) $31 Shares 2,568 Est. Cost $10.91 Unrealized +4.5%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $31 Shares 96 Est. Cost $105.76 Unrealized +161.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $31 Shares 502 Est. Cost $48.90 Unrealized +1.3%
ENDO INTL PLC SHS 0.0%
Value ($000) $30 Shares 4,246 Est. Cost $4.53 Unrealized
BLMN BLOOMIN BRANDS INC COM 0.0%
Value ($000) $30 Shares 1,533 Est. Cost $12.68 Unrealized +13.4%
AMERICAN EQTY INVT LIFE HLD CO COM 0.0%
Value ($000) $28 Shares 1,021 Est. Cost $25.87 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $28 Shares 1,623 Est. Cost $17.25 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $27 Shares 1,034 Est. Cost $25.97 Unrealized -17.8%
EVRG EVERGY INC COM 0.0%
Value ($000) $27 Shares 478 Est. Cost $45.07 Unrealized -0.9%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $27 Shares 587 Est. Cost $41.09 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $27 Shares 255 Est. Cost $70.86 Unrealized +20.2%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $27 Shares 170 Est. Cost $170.59 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $27 Shares 99 Est. Cost $218.41 Unrealized +24.6%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $23 Shares 570 Est. Cost $36.26 Unrealized
AEGON N V NY REGISTRY SHS 0.0%
Value ($000) $23 Shares 5,866 Est. Cost $2.44 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $23 Shares 3,246 Est. Cost $6.79 Unrealized +1.4%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $23 Shares 274 Est. Cost $76.00 Unrealized -14.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $22 Shares 146 Est. Cost $108.00 Unrealized +29.0%
CHWY CHEWY INC CL A 0.0%
Value ($000) $21 Shares 238 Est. Cost $27.28 Unrealized +167.3%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $21 Shares 2,123 Est. Cost $12.96 Unrealized -26.7%
NKE NIKE INC CL B 0.0%
Value ($000) $21 Shares 150 Est. Cost $86.51 Unrealized +42.4%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $21 Shares 12 Est. Cost $71.40 Unrealized +17.3%
EQUITRANS MIDSTREAM CORP COM 0.0%
Value ($000) $20 Shares 2,473 Est. Cost $5.07 Unrealized
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF 0.0%
Value ($000) $20 Shares 683 Est. Cost $25.05 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $19 Shares 52 Est. Cost $315.67 Unrealized +2.4%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $18 Shares 800 Est. Cost $15.17 Unrealized +25.3%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $18 Shares 242 Est. Cost $89.00 Unrealized -23.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $18 Shares 235 Est. Cost $53.84 Unrealized +4.6%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $18 Shares 108 Est. Cost $116.50 Unrealized +17.5%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $17 Shares 607 Est. Cost $17.71 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $17 Shares 80 Est. Cost $80.20 Unrealized +94.4%
ERTH INVESCO CLEANTECH ETF 0.0%
Value ($000) $16 Shares 214 Est. Cost $49.81 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $16 Shares 50 Est. Cost $320.00 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $16 Shares 62 Est. Cost $225.81 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $15 Shares 42 Est. Cost $253.12 Unrealized +21.8%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $15 Shares 1,424 Est. Cost $11.24 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $15 Shares 275 Est. Cost $37.17 Unrealized +13.9%
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $15 Shares 282 Est. Cost $42.86 Unrealized
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $15 Shares 311 Est. Cost $39.16 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $15 Shares 335 Est. Cost $41.79 Unrealized
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $14 Shares 308 Est. Cost $52.92 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $13 Shares 58 Est. Cost $208.50 Unrealized +15.2%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 113 Est. Cost $118.75 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $13 Shares 80 Est. Cost $139.87 Unrealized +5.8%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $12 Shares 52 Est. Cost $230.77 Unrealized
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $11 Shares 1,522 Est. Cost $11.84 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $11 Shares 1,260 Est. Cost $6.68 Unrealized -4.9%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $10 Shares 125 Est. Cost $47.88 Unrealized -1.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $10 Shares 105 Est. Cost $95.24 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $10 Shares 282 Est. Cost $27.11 Unrealized +5.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 197 Est. Cost $50.76 Unrealized
FSZ FIRST TRUST SWITZERLAND ALPHADEX FUND 0.0%
Value ($000) $10 Shares 168 Est. Cost $53.16 Unrealized
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $9 Shares 48 Est. Cost $158.79 Unrealized -6.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 40 Est. Cost $170.74 Unrealized +5.9%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $51.98 Unrealized +66.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $9 Shares 143 Est. Cost $61.16 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $9 Shares 28 Est. Cost $179.93 Unrealized +147.8%
INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $9 Shares 2,669 Est. Cost $3.57 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $8 Shares 51 Est. Cost $117.65 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $8 Shares 62 Est. Cost $127.45 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $8 Shares 11 Est. Cost $180.64 Unrealized +25.5%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 1,330 Est. Cost $7.36 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $8 Shares 27 Est. Cost $296.30 Unrealized
INVESTORS BANCORP INC NEW COM 0.0%
Value ($000) $8 Shares 782 Est. Cost $11.66 Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $8 Shares 125 Est. Cost $55.25 Unrealized +8.4%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 132 Est. Cost $50.35 Unrealized +4.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $134.72 Unrealized +47.2%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $33.92 Unrealized +25.1%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $224.62 Unrealized 0.0%
ZUORA INC COM CL A 0.0%
Value ($000) $7 Shares 478 Est. Cost $13.62 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 29 Est. Cost $206.90 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $6 Shares 698 Est. Cost $12.89 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $87.31 Unrealized +2.4%
BARRICK GOLD CORP COM 0.0%
Value ($000) $6 Shares 280 Est. Cost $28.57 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $131.26 Unrealized +3.1%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $6 Shares 300 Est. Cost $43.87 Unrealized -59.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $59.11 Unrealized +24.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $156.72 Unrealized +7.5%
XYZ SQUARE INC CL A 0.0%
Value ($000) $5 Shares 21 Est. Cost $63.90 Unrealized +205.3%
RMD RESMED INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $190.91 Unrealized 0.0%
QLYS QUALYS INC COM 0.0%
Value ($000) $5 Shares 37 Est. Cost $98.93 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.34 Unrealized +7.5%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $11.60 Unrealized +15.1%
WW INTL INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $40.00 Unrealized
QUIDEL CORP COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $178.57 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $5 Shares 23 Est. Cost $192.21 Unrealized +2.6%
MARVELL TECHNOLOGY GROUP LTD ORD 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
VANECK VECTORS RUSSIA ETF 0.0%
Value ($000) $5 Shares 187 Est. Cost $26.74 Unrealized
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $117.07 Unrealized +0.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $56.12 Unrealized -12.1%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.59 Unrealized -9.5%
HANESBRANDS INC COM 0.0%
Value ($000) $4 Shares 248 Est. Cost $14.27 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $4 Shares 214 Est. Cost $14.02 Unrealized
TIFFANY & CO NEW COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $148.15 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $4 Shares 35 Est. Cost $114.29 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $4 Shares 20 Est. Cost $183.91 Unrealized
RUTHS HOSPITALITY GROUP INC COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $8.00 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 2 Est. Cost $1727.91 Unrealized +9.9%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $62.04 Unrealized +2.2%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $4 Shares 119 Est. Cost $26.85 Unrealized +5.2%
EOG EOG RES INC COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $55.80 Unrealized -38.9%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 69 Est. Cost $59.52 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $250.01 Unrealized +14.5%
VICE ADVISORSHARES VICE ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $29.41 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.14 Unrealized +62.9%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $3 Shares 34 Est. Cost $84.34 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $176.87 Unrealized +9.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $3 Shares 113 Est. Cost $21.83 Unrealized +5.5%
DOW DOW INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $30.58 Unrealized +27.6%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 68 Est. Cost $47.90 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $47.22 Unrealized +24.6%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.18 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $52.75 Unrealized +5.2%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $97.29 Unrealized +0.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $3 Shares 158 Est. Cost $13.33 Unrealized 0.0%
KMX CARMAX INC COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $99.89 Unrealized -6.1%
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -11.7%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $91.89 Unrealized +13.0%
BLDP BALLARD PWR SYS INC NEW COM 0.0%
Value ($000) $2 Shares 95 Est. Cost $18.42 Unrealized 0.0%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $32.79 Unrealized
ISHARES EVOLVED U.S. INNOVATIVE HEALTHCARE ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 121 Est. Cost $41.32 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $275.88 Unrealized -16.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $2 Shares 5 Est. Cost $294.64 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $28.17 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $2 Shares 120 Est. Cost $19.42 Unrealized -21.3%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $2 Shares 120 Est. Cost $17.60 Unrealized -23.9%
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.71 Unrealized -10.6%
GAP GAP INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $13.84 Unrealized +25.1%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $2.12 Unrealized +83.9%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 243 Est. Cost $4.12 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $82.87 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 25 Est. Cost $58.44 Unrealized
UPBD RENT A CTR INC NEW COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.57 Unrealized +14.8%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $22.32 Unrealized +9.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.17 Unrealized +7.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $15.88 Unrealized +24.7%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $258.29 Unrealized +9.3%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
ZYNGA INC CL A 0.0%
Value ($000) $1 Shares 121 Est. Cost $8.26 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $26.37 Unrealized +28.2%
PLCE CHILDRENS PL INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.02 Unrealized -31.4%
TREVENA INC COM 0.0%
Value ($000) $1 Shares 306 Est. Cost $3.27 Unrealized
DEFIANCE NEXT GEN SPAC DERIVED ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.47 Unrealized +6.4%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 37 Est. Cost $22.64 Unrealized 0.0%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized +73.7%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
MELLANOX TECHNOLOGIES LTD SHS 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +21.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +11.3%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.31 Unrealized +15.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.89 Unrealized +1.9%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.69 Unrealized -18.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized -31.4%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.81 Unrealized -23.6%