Bay Harbor Wealth Management, LLC Diversified Active

CIK: 0001767989 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $220,431 (100.0% shares, 0.0% debt)

Holdings (436)

VUG VANGUARD GROWTH INDEX FUND 9.7%
Value ($000) $21,374 Shares 84,370 Est. Cost $149.60 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 9.4%
Value ($000) $20,750 Shares 439,518 Est. Cost $38.58 Unrealized
VTV VANGUARD VALUE INDEX FUND 7.1%
Value ($000) $15,627 Shares 131,366 Est. Cost $100.50 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 6.6%
Value ($000) $14,559 Shares 248,654 Est. Cost $55.22 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 5.8%
Value ($000) $12,761 Shares 153,930 Est. Cost $79.44 Unrealized
IVV ISHARES CORE S&P 500 ETF 5.2%
Value ($000) $11,369 Shares 30,286 Est. Cost $300.24 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 4.2%
Value ($000) $9,231 Shares 107,301 Est. Cost $72.41 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 3.4%
Value ($000) $7,398 Shares 53,559 Est. Cost $134.87 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 3.3%
Value ($000) $7,243 Shares 133,953 Est. Cost $52.13 Unrealized
BLV VANGUARD LONG-TERM BOND INDEX FUND 3.1%
Value ($000) $6,939 Shares 63,290 Est. Cost $93.12 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 3.0%
Value ($000) $6,700 Shares 245,971 Est. Cost $26.53 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 3.0%
Value ($000) $6,658 Shares 71,705 Est. Cost $83.28 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 3.0%
Value ($000) $6,653 Shares 132,761 Est. Cost $39.92 Unrealized
AAPL APPLE INC COM 2.5%
Value ($000) $5,419 Shares 40,836 Est. Cost $91.08 Unrealized +28.5%
VB VANGUARD SMALL-CAP INDEX FUND 2.3%
Value ($000) $5,177 Shares 26,591 Est. Cost $137.29 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.1%
Value ($000) $4,613 Shares 45,710 Est. Cost $83.98 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 2.1%
Value ($000) $4,528 Shares 107,861 Est. Cost $32.76 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.8%
Value ($000) $3,917 Shares 70,993 Est. Cost $54.64 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 1.2%
Value ($000) $2,690 Shares 30,948 Est. Cost $75.53 Unrealized
MBB ISHARES MBS ETF 1.0%
Value ($000) $2,278 Shares 20,682 Est. Cost $110.14 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 1.0%
Value ($000) $2,277 Shares 50,120 Est. Cost $42.63 Unrealized
IXN ISHARES GLOBAL TECH ETF 1.0%
Value ($000) $2,160 Shares 7,198 Est. Cost $184.37 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.9%
Value ($000) $1,891 Shares 43,010 Est. Cost $37.10 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.8%
Value ($000) $1,776 Shares 5,427 Est. Cost $276.04 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.8%
Value ($000) $1,741 Shares 35,320 Est. Cost $48.53 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.8%
Value ($000) $1,736 Shares 25,578 Est. Cost $58.21 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.6%
Value ($000) $1,391 Shares 4 Est. Cost $312177.20 Unrealized +6.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $1,356 Shares 19,622 Est. Cost $58.60 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.5%
Value ($000) $1,165 Shares 12,677 Est. Cost $68.68 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.5%
Value ($000) $994 Shares 29,444 Est. Cost $26.92 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.4%
Value ($000) $899 Shares 2,542 Est. Cost $245.59 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $828 Shares 6,490 Est. Cost $106.72 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.3%
Value ($000) $731 Shares 2,885 Est. Cost $222.32 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $678 Shares 4,216 Est. Cost $151.14 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $664 Shares 9,845 Est. Cost $64.03 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.3%
Value ($000) $613 Shares 14,551 Est. Cost $33.94 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.3%
Value ($000) $595 Shares 5,458 Est. Cost $106.30 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.2%
Value ($000) $551 Shares 11,948 Est. Cost $46.12 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.2%
Value ($000) $520 Shares 13,982 Est. Cost $36.54 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $501 Shares 3,178 Est. Cost $146.18 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $497 Shares 2,787 Est. Cost $137.61 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $476 Shares 9,934 Est. Cost $40.89 Unrealized -12.8%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value ($000) $443 Shares 12,386 Est. Cost $32.73 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $436 Shares 1,959 Est. Cost $114.82 Unrealized +79.4%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $426 Shares 852 Est. Cost $261.99 Unrealized +84.4%
OHI OMEGA HEALTHCARE INVS INC COM 0.2%
Value ($000) $422 Shares 11,619 Est. Cost $33.95 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.2%
Value ($000) $422 Shares 9,764 Est. Cost $35.71 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $410 Shares 2,347 Est. Cost $123.76 Unrealized -5.0%
SPIP SPDR PORTFOLIO TIPS ETF 0.2%
Value ($000) $404 Shares 12,973 Est. Cost $46.37 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.2%
Value ($000) $398 Shares 10,266 Est. Cost $32.71 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.2%
Value ($000) $391 Shares 11,825 Est. Cost $32.49 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $386 Shares 2,737 Est. Cost $141.03 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $359 Shares 1,547 Est. Cost $207.32 Unrealized +6.2%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.2%
Value ($000) $332 Shares 4,917 Est. Cost $67.52 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $331 Shares 4,567 Est. Cost $72.48 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $317 Shares 849 Est. Cost $258.02 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $316 Shares 3,010 Est. Cost $65.67 Unrealized +36.4%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.1%
Value ($000) $290 Shares 7,300 Est. Cost $39.73 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $289 Shares 9,384 Est. Cost $29.16 Unrealized
IETC ISHARES EVOLVED U.S. TECHNOLOGY ETF 0.1%
Value ($000) $285 Shares 5,991 Est. Cost $47.57 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $282 Shares 2,351 Est. Cost $121.17 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $277 Shares 85 Est. Cost $96.34 Unrealized +65.6%
SGOL ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF 0.1%
Value ($000) $274 Shares 15,013 Est. Cost $17.13 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.1%
Value ($000) $269 Shares 710 Est. Cost $378.87 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.1%
Value ($000) $268 Shares 5,203 Est. Cost $51.71 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.1%
Value ($000) $266 Shares 8,694 Est. Cost $30.57 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $252 Shares 1,533 Est. Cost $92.84 Unrealized +45.0%
T AT&T INC COM 0.1%
Value ($000) $246 Shares 8,537 Est. Cost $14.16 Unrealized +8.6%
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $238 Shares 4,211 Est. Cost $54.74 Unrealized -7.4%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $235 Shares 2,695 Est. Cost $84.82 Unrealized
XILINX INC COM 0.1%
Value ($000) $233 Shares 1,645 Est. Cost $92.40 Unrealized
EBND SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF 0.1%
Value ($000) $216 Shares 7,685 Est. Cost $27.19 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $198 Shares 1,844 Est. Cost $63.01 Unrealized +25.3%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $194 Shares 3,310 Est. Cost $38.80 Unrealized +13.4%
META FACEBOOK INC CL A 0.1%
Value ($000) $182 Shares 665 Est. Cost $158.56 Unrealized +71.7%
MRK MERCK & CO. INC COM 0.1%
Value ($000) $174 Shares 2,127 Est. Cost $63.33 Unrealized +2.4%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.1%
Value ($000) $174 Shares 4,919 Est. Cost $28.02 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $172 Shares 98 Est. Cost $58.62 Unrealized +42.4%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $169 Shares 4,186 Est. Cost $31.29 Unrealized
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.1%
Value ($000) $165 Shares 2,571 Est. Cost $49.86 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.1%
Value ($000) $165 Shares 4,831 Est. Cost $35.64 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $161 Shares 687 Est. Cost $113.26 Unrealized +82.5%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $147 Shares 1,060 Est. Cost $75.33 Unrealized +63.5%
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $144 Shares 2,764 Est. Cost $41.33 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $144 Shares 807 Est. Cost $115.78 Unrealized +29.6%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $144 Shares 3,483 Est. Cost $54.56 Unrealized -44.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $140 Shares 1,687 Est. Cost $57.31 Unrealized +5.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $139 Shares 2,238 Est. Cost $52.62 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $139 Shares 2,660 Est. Cost $31.63 Unrealized +31.7%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $137 Shares 1,077 Est. Cost $86.71 Unrealized +13.2%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $120 Shares 589 Est. Cost $143.02 Unrealized
CM CANADIAN IMP BK COMM COM 0.1%
Value ($000) $118 Shares 1,378 Est. Cost $29.75 Unrealized +9.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $116 Shares 1,376 Est. Cost $85.90 Unrealized -24.3%
PFE PFIZER INC COM 0.1%
Value ($000) $115 Shares 3,127 Est. Cost $27.55 Unrealized +3.9%
VPL VANGUARD FTSE PACIFIC ETF 0.1%
Value ($000) $111 Shares 1,397 Est. Cost $79.46 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $111 Shares 157 Est. Cost $99.08 Unrealized +72.2%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $109 Shares 7,153 Est. Cost $15.17 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $108 Shares 2,413 Est. Cost $37.45 Unrealized -5.8%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $108 Shares 1,249 Est. Cost $86.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $104 Shares 1,672 Est. Cost $44.57 Unrealized +12.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $103 Shares 1,765 Est. Cost $53.49 Unrealized -7.7%
AMGN AMGEN INC COM 0.0%
Value ($000) $102 Shares 444 Est. Cost $167.00 Unrealized +17.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $98 Shares 1,589 Est. Cost $37.46 Unrealized +32.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $97 Shares 2,580 Est. Cost $35.18 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $97 Shares 3,187 Est. Cost $22.95 Unrealized +3.1%
BCE BCE INC COM NEW 0.0%
Value ($000) $92 Shares 2,150 Est. Cost $26.04 Unrealized +15.5%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $91 Shares 5,537 Est. Cost $18.21 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $89 Shares 188 Est. Cost $216.07 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $87 Shares 1,271 Est. Cost $35.74 Unrealized +36.6%
PEP PEPSICO INC COM 0.0%
Value ($000) $86 Shares 579 Est. Cost $97.80 Unrealized +24.0%
HD HOME DEPOT INC COM 0.0%
Value ($000) $86 Shares 322 Est. Cost $167.15 Unrealized +45.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $85 Shares 923 Est. Cost $63.89 Unrealized +18.5%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $84 Shares 626 Est. Cost $96.87 Unrealized +19.7%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $83 Shares 553 Est. Cost $119.64 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $82 Shares 420 Est. Cost $130.67 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $81 Shares 211 Est. Cost $178.36 Unrealized +88.7%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $80 Shares 844 Est. Cost $69.66 Unrealized +26.2%
WMT WALMART INC COM 0.0%
Value ($000) $80 Shares 554 Est. Cost $33.48 Unrealized +35.2%
CSX CSX CORP COM 0.0%
Value ($000) $79 Shares 875 Est. Cost $21.05 Unrealized +27.4%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $76 Shares 650 Est. Cost $116.92 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $76 Shares 1,260 Est. Cost $52.20 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $74 Shares 546 Est. Cost $67.35 Unrealized +77.2%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $74 Shares 1,247 Est. Cost $47.93 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $74 Shares 545 Est. Cost $88.17 Unrealized +33.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $71 Shares 260 Est. Cost $156.20 Unrealized +48.1%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $70 Shares 199 Est. Cost $243.37 Unrealized +26.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $69 Shares 149 Est. Cost $325.59 Unrealized +42.1%
QRVO QORVO INC COM 0.0%
Value ($000) $68 Shares 406 Est. Cost $120.00 Unrealized +22.7%
DOV DOVER CORP COM 0.0%
Value ($000) $66 Shares 523 Est. Cost $99.71 Unrealized +11.4%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $66 Shares 2,068 Est. Cost $23.83 Unrealized -9.0%
CDW CDW CORP COM 0.0%
Value ($000) $66 Shares 501 Est. Cost $86.46 Unrealized +42.4%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $65 Shares 37 Est. Cost $55.19 Unrealized +51.7%
DHI D R HORTON INC COM 0.0%
Value ($000) $65 Shares 949 Est. Cost $36.89 Unrealized +87.7%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $65 Shares 472 Est. Cost $46.84 Unrealized +20.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $63 Shares 1,077 Est. Cost $45.99 Unrealized +9.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $63 Shares 177 Est. Cost $222.35 Unrealized +45.4%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $63 Shares 267 Est. Cost $146.66 Unrealized +39.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $63 Shares 4,972 Est. Cost $9.89 Unrealized -8.9%
BBY BEST BUY INC COM 0.0%
Value ($000) $62 Shares 624 Est. Cost $52.83 Unrealized +70.2%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $62 Shares 1,062 Est. Cost $47.11 Unrealized +8.0%
SEVERN BANCORP INC ANNAPOLIS M COM 0.0%
Value ($000) $62 Shares 8,722 Est. Cost $8.71 Unrealized
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $61 Shares 717 Est. Cost $61.65 Unrealized +9.3%
STE STERIS PLC SHS USD 0.0%
Value ($000) $61 Shares 321 Est. Cost $143.44 Unrealized +24.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $60 Shares 403 Est. Cost $103.04 Unrealized +3.3%
AON AON PLC SHS CL A 0.0%
Value ($000) $60 Shares 282 Est. Cost $192.81 Unrealized +1.9%
V VISA INC COM CL A 0.0%
Value ($000) $59 Shares 268 Est. Cost $141.13 Unrealized +39.7%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $58 Shares 748 Est. Cost $61.43 Unrealized +6.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $57 Shares 760 Est. Cost $53.28 Unrealized +19.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $57 Shares 1,777 Est. Cost $25.65 Unrealized +1.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $57 Shares 523 Est. Cost $91.91 Unrealized +0.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $57 Shares 455 Est. Cost $91.70 Unrealized +1.9%
ABT ABBOTT LABS COM 0.0%
Value ($000) $56 Shares 511 Est. Cost $80.95 Unrealized +22.6%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $55 Shares 353 Est. Cost $108.95 Unrealized +21.9%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $54 Shares 1,263 Est. Cost $31.07 Unrealized +6.7%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $53 Shares 387 Est. Cost $78.64 Unrealized +37.1%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $52 Shares 561 Est. Cost $75.94 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $52 Shares 249 Est. Cost $190.77 Unrealized -5.9%
WPC WP CAREY INC COM 0.0%
Value ($000) $52 Shares 743 Est. Cost $65.95 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $51 Shares 618 Est. Cost $66.63 Unrealized +8.1%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $51 Shares 1,197 Est. Cost $15.95 Unrealized +125.3%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $50 Shares 142 Est. Cost $330.52 Unrealized -3.5%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $50 Shares 3,120 Est. Cost $10.77 Unrealized +9.2%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $50 Shares 577 Est. Cost $67.20 Unrealized +8.8%
PPL PPL CORP COM 0.0%
Value ($000) $48 Shares 1,690 Est. Cost $22.41 Unrealized +3.4%
AZO AUTOZONE INC COM 0.0%
Value ($000) $47 Shares 40 Est. Cost $1102.49 Unrealized +5.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $46 Shares 1,136 Est. Cost $35.30 Unrealized -7.7%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $46 Shares 2,802 Est. Cost $6.35 Unrealized +27.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $45 Shares 1,158 Est. Cost $28.95 Unrealized +8.6%
CANTEL MED CORP COM 0.0%
Value ($000) $44 Shares 559 Est. Cost $74.36 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $44 Shares 383 Est. Cost $74.65 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $42 Shares 767 Est. Cost $54.20 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $42 Shares 360 Est. Cost $115.45 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $41 Shares 119 Est. Cost $135.69 Unrealized +155.9%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $41 Shares 200 Est. Cost $110.50 Unrealized +63.8%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $39 Shares 140 Est. Cost $238.10 Unrealized +19.5%
HEALTHCARE TR AMER INC CL A NEW 0.0%
Value ($000) $38 Shares 1,366 Est. Cost $25.62 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $37 Shares 413 Est. Cost $89.59 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $36 Shares 68 Est. Cost $11.33 Unrealized +17.8%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $36 Shares 225 Est. Cost $129.05 Unrealized -1.0%
KO COCA COLA CO COM 0.0%
Value ($000) $36 Shares 664 Est. Cost $39.35 Unrealized +12.5%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $36 Shares 359 Est. Cost $64.29 Unrealized +36.0%
TGT TARGET CORP COM 0.0%
Value ($000) $34 Shares 193 Est. Cost $143.79 Unrealized +0.8%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $33 Shares 344 Est. Cost $73.70 Unrealized +15.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $33 Shares 148 Est. Cost $157.01 Unrealized +27.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $33 Shares 276 Est. Cost $93.61 Unrealized +10.9%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $31 Shares 194 Est. Cost $114.29 Unrealized +11.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $31 Shares 254 Est. Cost $69.82 Unrealized +48.8%
KELLOGG CO COM 0.0%
Value ($000) $30 Shares 480 Est. Cost $49.60 Unrealized +0.8%
TWITTER INC COM 0.0%
Value ($000) $29 Shares 543 Est. Cost $33.91 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $29 Shares 494 Est. Cost $41.12 Unrealized +19.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $29 Shares 566 Est. Cost $35.19 Unrealized +29.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $28 Shares 498 Est. Cost $43.42 Unrealized +29.3%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $26 Shares 552 Est. Cost $40.57 Unrealized -0.6%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $25 Shares 114 Est. Cost $145.60 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $25 Shares 138 Est. Cost $123.36 Unrealized +13.7%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $25 Shares 1,229 Est. Cost $15.40 Unrealized +1.5%
INTC INTEL CORP COM 0.0%
Value ($000) $24 Shares 476 Est. Cost $43.61 Unrealized +0.9%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $24 Shares 111 Est. Cost $150.10 Unrealized +28.7%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $24 Shares 90 Est. Cost $124.06 Unrealized +80.3%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $23 Shares 572 Est. Cost $38.99 Unrealized -21.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $23 Shares 268 Est. Cost $118.44 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $22 Shares 1,504 Est. Cost $17.48 Unrealized -23.4%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $22 Shares 122 Est. Cost $133.57 Unrealized +0.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 183 Est. Cost $101.83 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $21 Shares 100 Est. Cost $170.00 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $20 Shares 165 Est. Cost $96.97 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $33.11 Unrealized -32.5%
BA BOEING CO COM 0.0%
Value ($000) $19 Shares 87 Est. Cost $240.66 Unrealized -20.1%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $19 Shares 104 Est. Cost $128.15 Unrealized +20.2%
EBAY EBAY INC. COM 0.0%
Value ($000) $18 Shares 360 Est. Cost $26.17 Unrealized +78.4%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $18 Shares 177 Est. Cost $101.02 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $17 Shares 30 Est. Cost $89.31 Unrealized +16.4%
FDX FEDEX CORP COM 0.0%
Value ($000) $17 Shares 65 Est. Cost $185.88 Unrealized +35.1%
HILL ROM HLDGS INC COM 0.0%
Value ($000) $16 Shares 160 Est. Cost $97.00 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $15 Shares 203 Est. Cost $79.31 Unrealized -13.6%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $15 Shares 268 Est. Cost $55.97 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $15 Shares 50 Est. Cost $217.90 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $14 Shares 59 Est. Cost $231.68 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $14 Shares 813 Est. Cost $18.84 Unrealized -18.9%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $13 Shares 253 Est. Cost $50.48 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $12 Shares 499 Est. Cost $17.89 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $12 Shares 78 Est. Cost $73.57 Unrealized +65.6%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $12 Shares 1,126 Est. Cost $8.59 Unrealized -5.3%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $11 Shares 2,162 Est. Cost $4.91 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $11 Shares 118 Est. Cost $86.06 Unrealized -0.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $11 Shares 58 Est. Cost $151.01 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $11 Shares 156 Est. Cost $41.02 Unrealized +72.1%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $10 Shares 313 Est. Cost $31.95 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $10 Shares 47 Est. Cost $56.47 Unrealized +176.0%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $10 Shares 672 Est. Cost $26.76 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $10 Shares 86 Est. Cost $84.80 Unrealized +5.7%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $10 Shares 68 Est. Cost $147.63 Unrealized 0.0%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $9 Shares 66 Est. Cost $112.75 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $9 Shares 429 Est. Cost $32.68 Unrealized -45.6%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $9 Shares 173 Est. Cost $49.97 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $9 Shares 62 Est. Cost $61.38 Unrealized +103.2%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 80 Est. Cost $111.59 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $9 Shares 12 Est. Cost $59.05 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $9 Shares 278 Est. Cost $16.13 Unrealized +59.5%
NFLX NETFLIX INC COM 0.0%
Value ($000) $9 Shares 16 Est. Cost $47.04 Unrealized +7.8%
NIKOLA CORP COM 0.0%
Value ($000) $9 Shares 604 Est. Cost $67.88 Unrealized
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $9 Shares 208 Est. Cost $34.77 Unrealized -1.1%
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $8 Shares 107 Est. Cost $54.28 Unrealized +20.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 117 Est. Cost $53.87 Unrealized +2.5%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $8 Shares 5 Est. Cost $1215.10 Unrealized +16.1%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $8 Shares 127 Est. Cost $62.99 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $8 Shares 406 Est. Cost $18.10 Unrealized +0.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $8 Shares 31 Est. Cost $170.89 Unrealized +15.3%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $8 Shares 128 Est. Cost $48.50 Unrealized +11.2%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $7 Shares 5 Est. Cost $26.23 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $133.20 Unrealized +85.9%
CVNA CARVANA CO CL A 0.0%
Value ($000) $7 Shares 29 Est. Cost $228.56 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $7 Shares 201 Est. Cost $25.55 Unrealized 0.0%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $7 Shares 717 Est. Cost $9.76 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 159 Est. Cost $24.93 Unrealized -1.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 64 Est. Cost $109.38 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $174.85 Unrealized 0.0%
HLF HERBALIFE NUTRITION LTD COM SHS 0.0%
Value ($000) $7 Shares 143 Est. Cost $48.25 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $7 Shares 51 Est. Cost $87.03 Unrealized +41.6%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $7 Shares 314 Est. Cost $18.30 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $7 Shares 17 Est. Cost $30.86 Unrealized +12.8%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $7 Shares 21 Est. Cost $219.25 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $7 Shares 57 Est. Cost $87.72 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $7 Shares 49 Est. Cost $102.04 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $121.12 Unrealized +58.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $6 Shares 63 Est. Cost $66.34 Unrealized +30.1%
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $6 Shares 128 Est. Cost $39.06 Unrealized
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $6 Shares 590 Est. Cost $10.17 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $207.56 Unrealized +8.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $6 Shares 38 Est. Cost $81.57 Unrealized +67.8%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $6 Shares 41 Est. Cost $146.34 Unrealized
KNOLL INC COM NEW 0.0%
Value ($000) $6 Shares 435 Est. Cost $11.49 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $6 Shares 62 Est. Cost $101.17 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 85 Est. Cost $39.32 Unrealized +49.7%
MKC/V MCCORMICK & CO INC COM VTG 0.0%
Value ($000) $6 Shares 60 Est. Cost $73.71 Unrealized +15.1%
XYZ SQUARE INC CL A 0.0%
Value ($000) $6 Shares 27 Est. Cost $123.68 Unrealized +57.7%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $6 Shares 49 Est. Cost $91.17 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $5 Shares 14 Est. Cost $332.27 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $5 Shares 118 Est. Cost $42.37 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $5 Shares 132 Est. Cost $26.94 Unrealized +27.4%
MAT MATTEL INC COM 0.0%
Value ($000) $5 Shares 269 Est. Cost $13.28 Unrealized +10.9%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $5 Shares 142 Est. Cost $36.63 Unrealized -30.2%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $5 Shares 190 Est. Cost $19.56 Unrealized +6.7%
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $81.66 Unrealized +12.4%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $5 Shares 71 Est. Cost $70.42 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 86 Est. Cost $47.27 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $216.28 Unrealized +11.1%
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $5 Shares 219 Est. Cost $14.55 Unrealized +46.4%
APHRIA INC COM 0.0%
Value ($000) $5 Shares 691 Est. Cost $5.95 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $378.42 Unrealized +4.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.13 Unrealized -19.4%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $171.57 Unrealized +32.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $4 Shares 11 Est. Cost $312.48 Unrealized 0.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $4 Shares 31 Est. Cost $90.91 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $4 Shares 72 Est. Cost $43.98 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $55.51 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $141.36 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $4 Shares 86 Est. Cost $39.39 Unrealized -24.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $4 Shares 120 Est. Cost $42.03 Unrealized -45.2%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $4 Shares 118 Est. Cost $35.40 Unrealized -20.2%
HSY HERSHEY CO COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $117.69 Unrealized +11.3%
BLACKROCK INCOME TR INC COM 0.0%
Value ($000) $4 Shares 654 Est. Cost $6.12 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $4 Shares 58 Est. Cost $42.91 Unrealized +13.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 209 Est. Cost $38.09 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $286.17 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $89.37 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $3 Shares 122 Est. Cost $33.34 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $3 Shares 10 Est. Cost $147.24 Unrealized +51.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $3 Shares 16 Est. Cost $85.00 Unrealized +82.9%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $45.21 Unrealized +41.0%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $3 Shares 30 Est. Cost $52.77 Unrealized
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $49.06 Unrealized +45.5%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $3 Shares 152 Est. Cost $14.19 Unrealized +9.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $161.42 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $3 Shares 38 Est. Cost $57.51 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $27.24 Unrealized -12.9%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $50.11 Unrealized +10.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 89 Est. Cost $33.71 Unrealized
NVST ENVISTA HOLDINGS CORPORATION COM 0.0%
Value ($000) $3 Shares 81 Est. Cost $28.99 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $25.28 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $3 Shares 253 Est. Cost $7.55 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $57.68 Unrealized +11.5%
JOE ST JOE CO COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $31.84 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $18.22 Unrealized +118.2%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $35.29 Unrealized
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.05 Unrealized
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $3 Shares 144 Est. Cost $9.29 Unrealized +78.0%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $3 Shares 15 Est. Cost $200.00 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $3 Shares 38 Est. Cost $79.55 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $3 Shares 129 Est. Cost $23.26 Unrealized
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $2 Shares 32 Est. Cost $42.37 Unrealized 0.0%
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN 0.0%
Value ($000) $2 Shares 117 Est. Cost $17.09 Unrealized
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $36.37 Unrealized +7.3%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.58 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $2 Shares 21 Est. Cost $106.29 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $31.36 Unrealized +19.6%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
RRX REGAL BELOIT CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $77.23 Unrealized +43.0%
TOTAL SE SPONSORED ADS 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $278.30 Unrealized +33.5%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $66.12 Unrealized -38.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $25.02 Unrealized +34.9%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $2 Shares 250 Est. Cost $4.00 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $16.12 Unrealized +59.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 14 Est. Cost $80.51 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $117.96 Unrealized +8.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $33.25 Unrealized +34.8%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $2 Shares 93 Est. Cost $23.81 Unrealized -21.6%
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.00 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 49 Est. Cost $40.82 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $2 Shares 181 Est. Cost $11.05 Unrealized
BOX BOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.40 Unrealized -5.3%
WELL WELLTOWER INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $54.82 Unrealized -3.5%
WU WESTERN UN CO COM 0.0%
Value ($000) $2 Shares 78 Est. Cost $23.53 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $94.51 Unrealized +10.7%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $44.98 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $130.07 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $93.08 Unrealized -24.7%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $1 Shares 34 Est. Cost $12.44 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $16.49 Unrealized +6.8%
HUBB HUBBELL INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $140.57 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $17.13 Unrealized +97.4%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
HOV HOVNANIAN ENTERPRISES INC CL A NEW 0.0%
Value ($000) $1 Shares 24 Est. Cost $21.74 Unrealized +66.2%
WTRE WISDOMTREE GLOBAL EX-US REALESTATE FUND 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $24.75 Unrealized +43.0%
LESLIES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
LXRX LEXICON PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $1 Shares 300 Est. Cost $1.91 Unrealized 0.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $529.26 Unrealized +27.5%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.68 Unrealized +19.2%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 77 Est. Cost $11.77 Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.69 Unrealized -28.9%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.53 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.85 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $47.48 Unrealized +26.5%
RITE AID CORP COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
REDHILL BIOPHARMA LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $14.81 Unrealized -12.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $54.61 Unrealized +7.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $227.56 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $24.27 Unrealized +1.5%
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $86.73 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $118.85 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.67 Unrealized +45.5%
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $30.87 Unrealized 0.0%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $1 Shares 82 Est. Cost $13.24 Unrealized 0.0%
DBX DROPBOX INC CL A 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.61 Unrealized -5.8%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.76 Unrealized +2.1%
BLACKROCK INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 155 Est. Cost $6.45 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.57 Unrealized +21.1%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.90 Unrealized +97.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 9 Est. Cost $111.11 Unrealized
IDRV ISHARES SELF-DRIVING EV AND TECH ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.71 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $16.89 Unrealized 0.0%
ESPO VANECK VECTORS VIDEO GAMING AND ESPORTS ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.87 Unrealized -75.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.11 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $93.14 Unrealized
NOVABAY PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.00 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $13.11 Unrealized -31.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $13.33 Unrealized 0.0%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.51 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.85 Unrealized +18.5%
LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DAKT DAKTRONICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.42 Unrealized -1.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.16 Unrealized +32.1%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.87 Unrealized -33.0%
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $47.97 Unrealized 0.0%
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.41 Unrealized