Lloyd Advisory Services, LLC. Quant / Systematic

CIK: 0001802474 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 4, 2021

Total Value ($000): $182,833 (99.9% shares, 0.1% debt)

Holdings (373)

TLT ISHARES TR 27.2%
Value ($000) $49,789 Shares 315,660 Est. Cost $155.08 Unrealized
GLD SPDR GOLD TR 9.3%
Value ($000) $16,945 Shares 95,006 Est. Cost $163.93 Unrealized
IVV ISHARES TR 6.4%
Value ($000) $11,648 Shares 31,029 Est. Cost $340.24 Unrealized
QQQ INVESCO QQQ TR 5.4%
Value ($000) $9,836 Shares 31,351 Est. Cost $229.27 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 5.4%
Value ($000) $9,832 Shares 208,257 Est. Cost $42.63 Unrealized
IWM ISHARES TR 5.0%
Value ($000) $9,106 Shares 46,443 Est. Cost $171.76 Unrealized
IJH ISHARES TR 4.9%
Value ($000) $8,985 Shares 39,094 Est. Cost $203.35 Unrealized
VOO VANGUARD INDEX FDS 4.9%
Value ($000) $8,885 Shares 25,852 Est. Cost $280.17 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.3%
Value ($000) $7,900 Shares 157,644 Est. Cost $43.93 Unrealized
VNQ VANGUARD INDEX FDS 4.2%
Value ($000) $7,685 Shares 90,485 Est. Cost $85.99 Unrealized
ONEQ FIDELITY COMWLTH TR 1.5%
Value ($000) $2,766 Shares 5,513 Est. Cost $501.72 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 1.5%
Value ($000) $2,762 Shares 67,788 Est. Cost $40.74 Unrealized
VOT VANGUARD INDEX FDS 1.4%
Value ($000) $2,477 Shares 11,682 Est. Cost $212.04 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,463 Shares 34,185 Est. Cost $72.05 Unrealized
IMCG ISHARES TR 1.3%
Value ($000) $2,451 Shares 6,408 Est. Cost $382.49 Unrealized
VGT VANGUARD WORLD FDS 1.3%
Value ($000) $2,427 Shares 6,860 Est. Cost $353.73 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $2,239 Shares 18,928 Est. Cost $100.29 Unrealized
SCZ ISHARES TR 0.6%
Value ($000) $1,169 Shares 17,101 Est. Cost $57.30 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $1,039 Shares 8,787 Est. Cost $118.08 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $917 Shares 7,186 Est. Cost $123.14 Unrealized
IWY ISHARES TR 0.4%
Value ($000) $793 Shares 5,962 Est. Cost $94.42 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $775 Shares 3,056 Est. Cost $234.76 Unrealized
USIG ISHARES TR 0.4%
Value ($000) $678 Shares 10,946 Est. Cost $58.61 Unrealized
SPYM SPDR SER TR 0.4%
Value ($000) $668 Shares 15,200 Est. Cost $39.35 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $596 Shares 12,922 Est. Cost $46.12 Unrealized
IWX ISHARES TR 0.3%
Value ($000) $595 Shares 10,273 Est. Cost $53.92 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $590 Shares 10,905 Est. Cost $53.49 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $437 Shares 1,643 Est. Cost $238.19 Unrealized +1.8%
IEMG ISHARES INC 0.2%
Value ($000) $399 Shares 6,424 Est. Cost $51.87 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $379 Shares 6,457 Est. Cost $42.79 Unrealized +2.8%
T AT&T INC 0.2%
Value ($000) $371 Shares 12,894 Est. Cost $18.86 Unrealized -18.5%
USMV ISHARES TR 0.2%
Value ($000) $347 Shares 5,114 Est. Cost $65.57 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $339 Shares 6,581 Est. Cost $51.69 Unrealized
XSOE WISDOMTREE TR 0.2%
Value ($000) $314 Shares 7,904 Est. Cost $39.73 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $299 Shares 3,082 Est. Cost $86.21 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $294 Shares 6,237 Est. Cost $45.88 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $292 Shares 2,722 Est. Cost $64.63 Unrealized +22.1%
IGSB ISHARES TR 0.2%
Value ($000) $290 Shares 5,248 Est. Cost $53.65 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $288 Shares 3,479 Est. Cost $83.09 Unrealized
FLRN SPDR SER TR 0.2%
Value ($000) $287 Shares 9,384 Est. Cost $30.66 Unrealized
SGOL ABERDEEN STD GOLD ETF TR 0.2%
Value ($000) $287 Shares 15,718 Est. Cost $18.16 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $282 Shares 4,067 Est. Cost $66.79 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $264 Shares 3,185 Est. Cost $60.01 Unrealized +0.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $264 Shares 2,879 Est. Cost $71.81 Unrealized +5.4%
SPYG SPDR SER TR 0.1%
Value ($000) $253 Shares 4,572 Est. Cost $39.52 Unrealized
CM CANADIAN IMP BK COMM 0.1%
Value ($000) $239 Shares 2,802 Est. Cost $31.67 Unrealized +2.4%
PFE PFIZER INC 0.1%
Value ($000) $224 Shares 6,092 Est. Cost $26.71 Unrealized +7.2%
EFG ISHARES TR 0.1%
Value ($000) $210 Shares 2,079 Est. Cost $84.12 Unrealized
MRK MERCK &CO. INC 0.1%
Value ($000) $206 Shares 2,524 Est. Cost $65.61 Unrealized -1.2%
SO SOUTHERN CO 0.1%
Value ($000) $201 Shares 3,269 Est. Cost $48.42 Unrealized +2.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $200 Shares 2,372 Est. Cost $89.34 Unrealized -27.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $195 Shares 3,348 Est. Cost $50.96 Unrealized -3.2%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $193 Shares 5,148 Est. Cost $39.44 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $189 Shares 1,192 Est. Cost $120.68 Unrealized
BCE BCE INC 0.1%
Value ($000) $188 Shares 4,402 Est. Cost $29.28 Unrealized +2.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $183 Shares 4,094 Est. Cost $38.15 Unrealized -7.5%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $181 Shares 4,291 Est. Cost $28.61 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $179 Shares 10,845 Est. Cost $18.50 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $175 Shares 1,270 Est. Cost $134.71 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $175 Shares 4,243 Est. Cost $52.07 Unrealized -41.7%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $175 Shares 2,838 Est. Cost $61.10 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $173 Shares 5,020 Est. Cost $29.01 Unrealized
MMM 3M CO 0.1%
Value ($000) $167 Shares 956 Est. Cost $111.23 Unrealized +5.7%
UNILEVER PLC 0.1%
Value ($000) $154 Shares 2,551 Est. Cost $53.62 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $152 Shares 1,023 Est. Cost $112.78 Unrealized +7.5%
NGG NATIONAL GRID PLC 0.1%
Value ($000) $151 Shares 2,555 Est. Cost $62.77 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $143 Shares 1,393 Est. Cost $126.55 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $132 Shares 4,132 Est. Cost $21.70 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $130 Shares 10,318 Est. Cost $10.97 Unrealized -17.8%
JPM JPMORGAN CHASE &CO 0.1%
Value ($000) $124 Shares 977 Est. Cost $94.09 Unrealized +4.3%
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $122 Shares 1,277 Est. Cost $85.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $121 Shares 961 Est. Cost $94.72 Unrealized -1.4%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $121 Shares 809 Est. Cost $120.17 Unrealized -11.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $118 Shares 1,897 Est. Cost $47.40 Unrealized +5.5%
IWR ISHARES TR 0.1%
Value ($000) $117 Shares 1,702 Est. Cost $56.15 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $114 Shares 1,950 Est. Cost $45.89 Unrealized +9.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $113 Shares 1,502 Est. Cost $62.41 Unrealized +1.6%
GIS GENERAL MLS INC 0.1%
Value ($000) $111 Shares 1,881 Est. Cost $50.42 Unrealized +0.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $110 Shares 2,678 Est. Cost $28.79 Unrealized -7.3%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $107 Shares 1,288 Est. Cost $68.62 Unrealized +4.9%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $104 Shares 6,477 Est. Cost $11.85 Unrealized -0.7%
MDYG SPDR SER TR 0.1%
Value ($000) $102 Shares 1,473 Est. Cost $49.27 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $101 Shares 760 Est. Cost $97.98 Unrealized +19.4%
PPL PPL CORP 0.1%
Value ($000) $97 Shares 3,453 Est. Cost $25.91 Unrealized -10.6%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $95 Shares 1,737 Est. Cost $52.31 Unrealized
TRP TC ENERGY CORP 0.1%
Value ($000) $94 Shares 2,305 Est. Cost $34.56 Unrealized -5.7%
AMZN AMAZON COM INC 0.0%
Value ($000) $91 Shares 28 Est. Cost $88.51 Unrealized +80.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $89 Shares 659 Est. Cost $112.97 Unrealized +2.7%
ILTB ISHARES TR 0.0%
Value ($000) $86 Shares 1,127 Est. Cost $70.15 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $84 Shares 367 Est. Cost $182.69 Unrealized +7.5%
EFX EQUIFAX INC 0.0%
Value ($000) $82 Shares 423 Est. Cost $162.01 Unrealized 0.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $82 Shares 370 Est. Cost $146.08 Unrealized +41.0%
DON WISDOMTREE TR 0.0%
Value ($000) $80 Shares 2,311 Est. Cost $33.38 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $79 Shares 1,239 Est. Cost $58.11 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $78 Shares 1,427 Est. Cost $44.51 Unrealized -0.5%
IEI ISHARES TR 0.0%
Value ($000) $73 Shares 550 Est. Cost $133.06 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $72 Shares 454 Est. Cost $127.22 Unrealized +0.5%
SLYG SPDR SER TR 0.0%
Value ($000) $71 Shares 932 Est. Cost $52.98 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $69 Shares 252 Est. Cost $192.35 Unrealized +41.5%
QUAL ISHARES TR 0.0%
Value ($000) $65 Shares 556 Est. Cost $114.45 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $65 Shares 543 Est. Cost $82.63 Unrealized +25.7%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $61 Shares 1,077 Est. Cost $34.72 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $60 Shares 34 Est. Cost $64.38 Unrealized +29.7%
MTUM ISHARES TR 0.0%
Value ($000) $60 Shares 370 Est. Cost $147.41 Unrealized
AGGY WISDOMTREE TR 0.0%
Value ($000) $60 Shares 1,115 Est. Cost $52.74 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $60 Shares 960 Est. Cost $59.79 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $58 Shares 1,003 Est. Cost $44.10 Unrealized +10.9%
CWB SPDR SER TR 0.0%
Value ($000) $58 Shares 700 Est. Cost $82.86 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $56 Shares 1,302 Est. Cost $42.30 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $56 Shares 1,659 Est. Cost $23.07 Unrealized +6.2%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $55 Shares 1,046 Est. Cost $37.86 Unrealized +10.0%
DJD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $54 Shares 1,402 Est. Cost $38.21 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $53 Shares 148 Est. Cost $273.70 Unrealized +18.1%
LAM RESEARCH CORP 0.0%
Value ($000) $53 Shares 113 Est. Cost $290.50 Unrealized
QHY WISDOMTREE TR 0.0%
Value ($000) $53 Shares 1,015 Est. Cost $50.07 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $53 Shares 105 Est. Cost $358.54 Unrealized +34.7%
MS MORGAN STANLEY 0.0%
Value ($000) $51 Shares 739 Est. Cost $39.22 Unrealized +24.5%
WISDOMTREE TR 0.0%
Value ($000) $48 Shares 1,916 Est. Cost $24.90 Unrealized
WMT WALMART INC 0.0%
Value ($000) $46 Shares 321 Est. Cost $38.31 Unrealized +18.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $46 Shares 341 Est. Cost $76.01 Unrealized +57.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $45 Shares 699 Est. Cost $64.30 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $45 Shares 97 Est. Cost $298.40 Unrealized +55.0%
ICVT ISHARES TR 0.0%
Value ($000) $45 Shares 470 Est. Cost $92.28 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $43 Shares 123 Est. Cost $236.60 Unrealized +30.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $43 Shares 313 Est. Cost $105.21 Unrealized +11.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $42 Shares 180 Est. Cost $187.90 Unrealized +10.0%
MTZ MASTEC INC 0.0%
Value ($000) $40 Shares 581 Est. Cost $56.09 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $40 Shares 289 Est. Cost $46.84 Unrealized +20.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $40 Shares 105 Est. Cost $233.86 Unrealized +43.9%
SPTS SPDR SER TR 0.0%
Value ($000) $39 Shares 1,254 Est. Cost $30.59 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $39 Shares 772 Est. Cost $50.47 Unrealized
CDW CDW CORP 0.0%
Value ($000) $39 Shares 299 Est. Cost $122.84 Unrealized +0.2%
DHI D R HORTON INC 0.0%
Value ($000) $39 Shares 568 Est. Cost $50.08 Unrealized +38.3%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $38 Shares 1,253 Est. Cost $27.55 Unrealized -14.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $37 Shares 480 Est. Cost $61.61 Unrealized +6.5%
FBIN FORTUNE BRANDS HOME &SEC IN 0.0%
Value ($000) $37 Shares 428 Est. Cost $61.65 Unrealized +9.3%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $37 Shares 636 Est. Cost $58.47 Unrealized
V VISA INC 0.0%
Value ($000) $36 Shares 166 Est. Cost $172.55 Unrealized +14.3%
BBY BEST BUY INC 0.0%
Value ($000) $36 Shares 362 Est. Cost $59.90 Unrealized +50.1%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $35 Shares 127 Est. Cost $182.81 Unrealized +26.6%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $35 Shares 1,578 Est. Cost $24.95 Unrealized
WDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $34 Shares 565 Est. Cost $71.45 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $34 Shares 145 Est. Cost $165.56 Unrealized +23.7%
ABT ABBOTT LABS 0.0%
Value ($000) $34 Shares 309 Est. Cost $83.09 Unrealized +19.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $32 Shares 369 Est. Cost $67.16 Unrealized +8.8%
STE STERIS PLC 0.0%
Value ($000) $32 Shares 168 Est. Cost $142.76 Unrealized +24.9%
DOV DOVER CORP 0.0%
Value ($000) $32 Shares 254 Est. Cost $99.71 Unrealized +11.4%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $31 Shares 228 Est. Cost $93.47 Unrealized +15.3%
ANGL VANECK VECTORS ETF TR 0.0%
Value ($000) $31 Shares 955 Est. Cost $29.85 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $31 Shares 736 Est. Cost $31.18 Unrealized +6.4%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $31 Shares 197 Est. Cost $113.51 Unrealized +17.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $30 Shares 213 Est. Cost $119.12 Unrealized +7.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $30 Shares 180 Est. Cost $134.60 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $29 Shares 82 Est. Cost $331.11 Unrealized -3.7%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $29 Shares 908 Est. Cost $25.60 Unrealized +1.6%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $29 Shares 278 Est. Cost $84.14 Unrealized +6.5%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $29 Shares 319 Est. Cost $93.73 Unrealized
AON AON PLC 0.0%
Value ($000) $29 Shares 138 Est. Cost $191.78 Unrealized +2.5%
QRVO QORVO INC 0.0%
Value ($000) $29 Shares 174 Est. Cost $125.19 Unrealized +17.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 218 Est. Cost $111.46 Unrealized
DIV GLOBAL X FDS 0.0%
Value ($000) $27 Shares 1,619 Est. Cost $23.74 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $26 Shares 22 Est. Cost $1144.33 Unrealized +1.2%
PIONEER NAT RES CO 0.0%
Value ($000) $26 Shares 232 Est. Cost $68.67 Unrealized
CMBS ISHARES TR 0.0%
Value ($000) $25 Shares 454 Est. Cost $54.60 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $25 Shares 273 Est. Cost $80.59 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $25 Shares 950 Est. Cost $26.09 Unrealized
EDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $24 Shares 881 Est. Cost $32.09 Unrealized
AORT CRYOLIFE INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.57 Unrealized -17.5%
BWA BORGWARNER INC 0.0%
Value ($000) $24 Shares 627 Est. Cost $31.74 Unrealized -1.0%
FS KKR CAP CORP II 0.0%
Value ($000) $24 Shares 1,494 Est. Cost $14.97 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $23 Shares 188 Est. Cost $109.94 Unrealized -5.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 144 Est. Cost $144.24 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 734 Est. Cost $24.82 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 182 Est. Cost $104.40 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $20 Shares 200 Est. Cost $74.53 Unrealized +17.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $19 Shares 85 Est. Cost $183.82 Unrealized +8.6%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $18 Shares 539 Est. Cost $31.30 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $18 Shares 459 Est. Cost $36.30 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $18 Shares 202 Est. Cost $89.11 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $15 Shares 87 Est. Cost $144.87 Unrealized 0.0%
QIG WISDOMTREE TR 0.0%
Value ($000) $14 Shares 245 Est. Cost $53.06 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $14 Shares 8 Est. Cost $74.58 Unrealized +12.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $14 Shares 706 Est. Cost $15.40 Unrealized +1.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $14 Shares 404 Est. Cost $22.72 Unrealized +12.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $14 Shares 75 Est. Cost $137.94 Unrealized +1.7%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $14 Shares 145 Est. Cost $71.43 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $14 Shares 258 Est. Cost $53.27 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $13 Shares 74 Est. Cost $134.16 Unrealized -0.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $13 Shares 279 Est. Cost $33.11 Unrealized +7.7%
MCO MOODYS CORP 0.0%
Value ($000) $13 Shares 43 Est. Cost $272.91 Unrealized -1.8%
JNJ JOHNSON &JOHNSON 0.0%
Value ($000) $12 Shares 76 Est. Cost $114.92 Unrealized +11.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $12 Shares 298 Est. Cost $41.65 Unrealized -26.2%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $12 Shares 130 Est. Cost $76.92 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $12 Shares 260 Est. Cost $40.31 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $11 Shares 15 Est. Cost $180.64 Unrealized +25.5%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $11 Shares 166 Est. Cost $60.54 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 Shares 141 Est. Cost $52.51 Unrealized +7.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $11 Shares 51 Est. Cost $121.40 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $11 Shares 22 Est. Cost $369.71 Unrealized +21.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $10 Shares 11 Est. Cost $79.70 Unrealized +10.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $10 Shares 46 Est. Cost $176.28 Unrealized +9.6%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $10 Shares 161 Est. Cost $22.16 Unrealized +79.5%
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $10 Shares 388 Est. Cost $24.84 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $10 Shares 65 Est. Cost $89.86 Unrealized +38.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $9 Shares 35 Est. Cost $178.42 Unrealized +25.0%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $9 Shares 255 Est. Cost $36.16 Unrealized
RRX REGAL BELOIT CORP 0.0%
Value ($000) $9 Shares 73 Est. Cost $94.79 Unrealized +16.5%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 61 Est. Cost $147.54 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $8 Shares 68 Est. Cost $117.65 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $8 Shares 82 Est. Cost $48.10 Unrealized +19.6%
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $8 Shares 213 Est. Cost $34.63 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $8 Shares 23 Est. Cost $337.41 Unrealized -4.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $8 Shares 104 Est. Cost $58.78 Unrealized +13.7%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $8 Shares 69 Est. Cost $83.79 Unrealized +28.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $8 Shares 20 Est. Cost $324.27 Unrealized +14.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $7 Shares 134 Est. Cost $27.96 Unrealized +28.2%
AVGO BROADCOM INC 0.0%
Value ($000) $7 Shares 16 Est. Cost $25.89 Unrealized +34.5%
KEY KEYCORP 0.0%
Value ($000) $7 Shares 404 Est. Cost $9.39 Unrealized +21.2%
OKE ONEOK INC NEW 0.0%
Value ($000) $7 Shares 177 Est. Cost $19.94 Unrealized +24.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 184 Est. Cost $32.61 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $7 Shares 117 Est. Cost $40.57 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $7 Shares 51 Est. Cost $17.23 Unrealized +49.4%
SRE SEMPRA ENERGY 0.0%
Value ($000) $7 Shares 51 Est. Cost $51.62 Unrealized +5.5%
AOR ISHARES TR 0.0%
Value ($000) $7 Shares 133 Est. Cost $45.51 Unrealized
VIACOMCBS INC 0.0%
Value ($000) $7 Shares 185 Est. Cost $38.24 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $7 Shares 136 Est. Cost $34.89 Unrealized +8.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $7 Shares 16 Est. Cost $326.74 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $6 Shares 185 Est. Cost $25.02 Unrealized -3.1%
FAAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $6 Shares 231 Est. Cost $27.71 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $318.77 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $6 Shares 260 Est. Cost $19.42 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $6 Shares 21 Est. Cost $182.36 Unrealized +8.0%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $6 Shares 148 Est. Cost $33.78 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $6 Shares 30 Est. Cost $91.53 Unrealized +6.1%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 54 Est. Cost $92.71 Unrealized +12.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $6 Shares 277 Est. Cost $21.88 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $5 Shares 82 Est. Cost $60.90 Unrealized
APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $5 Shares 97 Est. Cost $41.77 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $263.54 Unrealized +6.3%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 27 Est. Cost $111.11 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $229.44 Unrealized 0.0%
WESTROCK CO 0.0%
Value ($000) $5 Shares 114 Est. Cost $34.88 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $5 Shares 271 Est. Cost $12.44 Unrealized 0.0%
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $5 Shares 95 Est. Cost $53.19 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 29 Est. Cost $122.82 Unrealized +26.5%
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 108 Est. Cost $39.97 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 99 Est. Cost $48.82 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $5 Shares 38 Est. Cost $98.98 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $5 Shares 78 Est. Cost $50.51 Unrealized
COUPA SOFTWARE INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $266.67 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $182.15 Unrealized +19.3%
LEG LEGGETT &PLATT INC 0.0%
Value ($000) $5 Shares 105 Est. Cost $42.89 Unrealized 0.0%
CF CF INDS HLDGS INC 0.0%
Value ($000) $5 Shares 138 Est. Cost $29.47 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $208.47 Unrealized +14.0%
LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 519 Est. Cost $9.63 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $5 Shares 48 Est. Cost $40.64 Unrealized +7.3%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $5 Shares 195 Est. Cost $14.51 Unrealized +19.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $5 Shares 68 Est. Cost $56.11 Unrealized -1.6%
HILL ROM HLDGS INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $114.21 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $4 Shares 38 Est. Cost $84.80 Unrealized 0.0%
HP HELMERICH &PAYNE INC 0.0%
Value ($000) $4 Shares 173 Est. Cost $19.38 Unrealized 0.0%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 40 Est. Cost $76.44 Unrealized
BA BOEING CO 0.0%
Value ($000) $4 Shares 18 Est. Cost $215.94 Unrealized -11.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $119.16 Unrealized +29.2%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $4 Shares 49 Est. Cost $67.52 Unrealized +3.8%
DTE DTE ENERGY CO 0.0%
Value ($000) $4 Shares 30 Est. Cost $88.73 Unrealized 0.0%
EIX EDISON INTL 0.0%
Value ($000) $4 Shares 70 Est. Cost $47.82 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $77.18 Unrealized 0.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $4 Shares 114 Est. Cost $32.31 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $64.54 Unrealized +19.2%
APD AIR PRODS &CHEMS INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $194.15 Unrealized +27.5%
IEFA ISHARES TR 0.0%
Value ($000) $4 Shares 63 Est. Cost $48.63 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $4 Shares 45 Est. Cost $66.67 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $4 Shares 93 Est. Cost $24.62 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $4 Shares 48 Est. Cost $63.92 Unrealized +3.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $91.81 Unrealized +49.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $176.86 Unrealized +6.3%
TWLO TWILIO INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $312.48 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $4 Shares 25 Est. Cost $125.00 Unrealized +18.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $4 Shares 71 Est. Cost $44.02 Unrealized +3.6%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $4 Shares 103 Est. Cost $25.10 Unrealized +6.5%
WDAY WORKDAY INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $197.84 Unrealized +13.6%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 24 Est. Cost $131.94 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $4 Shares 29 Est. Cost $107.71 Unrealized +14.3%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $4 Shares 31 Est. Cost $133.19 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 52 Est. Cost $52.63 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $4 Shares 57 Est. Cost $48.39 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 61 Est. Cost $47.30 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $3 Shares 5 Est. Cost $11.60 Unrealized +15.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $3 Shares 269 Est. Cost $10.37 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $343.86 Unrealized +8.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $133.22 Unrealized +22.9%
INTC INTEL CORP 0.0%
Value ($000) $3 Shares 68 Est. Cost $49.26 Unrealized -10.6%
CMS CMS ENERGY CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $53.48 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 92 Est. Cost $32.61 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 54 Est. Cost $55.56 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $58.88 Unrealized +20.1%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 43 Est. Cost $69.77 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $3 Shares 47 Est. Cost $44.78 Unrealized +3.3%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $3 Shares 64 Est. Cost $34.59 Unrealized +23.8%
HDV ISHARES TR 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $128.41 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.57 Unrealized +11.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $2 Shares 33 Est. Cost $50.05 Unrealized +12.8%
IWF ISHARES TR 0.0%
Value ($000) $2 Shares 8 Est. Cost $230.77 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $104.97 Unrealized +8.9%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $2 Shares 263 Est. Cost $5.26 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $124.98 Unrealized +8.3%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $2 Shares 46 Est. Cost $59.42 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $2 Shares 21 Est. Cost $53.70 Unrealized +8.8%
RDNT RADNET INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.14 Unrealized +3.1%
CB CHUBB LIMITED 0.0%
Value ($000) $2 Shares 12 Est. Cost $115.80 Unrealized +12.3%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2 Shares 15 Est. Cost $93.73 Unrealized +37.9%
LGOV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 78 Est. Cost $25.64 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 105 Est. Cost $19.05 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 32 Est. Cost $53.56 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.27 Unrealized +20.4%
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $167.00 Unrealized +8.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $47.22 Unrealized +24.6%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $156.72 Unrealized +7.5%
NFLX NETFLIX INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $49.77 Unrealized +1.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $131.04 Unrealized -0.3%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $165.35 Unrealized +7.9%
KIRKLAND LAKE GOLD LTD 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $225.34 Unrealized -4.8%
INDEXIQ ETF TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $23.24 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.37 Unrealized +28.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.47 Unrealized +6.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 32 Est. Cost $15.62 Unrealized -9.4%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $1 Shares 25 Est. Cost $26.56 Unrealized 0.0%
DXJ WISDOMTREE TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $66.41 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 4 Est. Cost $189.81 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $83.33 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.55 Unrealized +15.9%
SWBI SMITH &WESSON BRANDS INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $16.54 Unrealized 0.0%
IUSB ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.82 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $1 Shares 3 Est. Cost $183.63 Unrealized +16.8%
RGR STURM RUGER &CO INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $64.34 Unrealized 0.0%
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.22 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $54.58 Unrealized
2U INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $1 Shares 13 Est. Cost $28.94 Unrealized +17.0%
HYG ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.60 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $1 Shares 7 Est. Cost $68.15 Unrealized
HISF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $84.86 Unrealized +16.8%
INKM SSGA ACTIVE ETF TR 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
IWL ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LDUR PIMCO ETF TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MUB ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $115.38 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.37 Unrealized -51.2%
J ALEXANDERS HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.33 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.03 Unrealized +16.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.45 Unrealized +13.8%
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $13.11 Unrealized +26.8%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $38.64 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $41.02 Unrealized +3.3%
BBHY J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized