Stonebridge Financial Planning Group, LLC Diversified Active

CIK: 0001802494 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 6, 2021

Total Value ($000): $171,179 (100.0% shares, 0.0% debt)

Holdings (438)

IWY ISHARES TR RUS TP200 GR ETF 6.5%
Value ($000) $11,175 Shares 78,366 Est. Cost $101.14 Unrealized
IYW ISHARES TRUST DJ US TECHNOLOGY 5.6%
Value ($000) $9,601 Shares 102,703 Est. Cost $122.24 Unrealized
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 3.5%
Value ($000) $6,071 Shares 59,570 Est. Cost $101.86 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 3.4%
Value ($000) $5,830 Shares 26,517 Est. Cost $150.29 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 3.2%
Value ($000) $5,551 Shares 16,312 Est. Cost $274.14 Unrealized
IVV ISHARES S&P 500 3.0%
Value ($000) $5,060 Shares 12,246 Est. Cost $324.91 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 2.7%
Value ($000) $4,568 Shares 47,650 Est. Cost $70.27 Unrealized
AMZN AMAZON.COM INC 2.6%
Value ($000) $4,528 Shares 1,340 Est. Cost $91.35 Unrealized +73.5%
IYC ISHARES TRUST US CONSUMER SERVICES ETF USD DIS 2.4%
Value ($000) $4,107 Shares 52,914 Est. Cost $107.17 Unrealized
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 2.2%
Value ($000) $3,728 Shares 20,624 Est. Cost $163.48 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 2.1%
Value ($000) $3,521 Shares 19,879 Est. Cost $126.51 Unrealized
META FACEBOOK INC-CLASS A 2.0%
Value ($000) $3,442 Shares 11,049 Est. Cost $192.52 Unrealized +38.9%
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 1.9%
Value ($000) $3,331 Shares 50,714 Est. Cost $57.08 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.9%
Value ($000) $3,317 Shares 42,206 Est. Cost $36.81 Unrealized +133.9%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 1.9%
Value ($000) $3,274 Shares 8,600 Est. Cost $252.84 Unrealized
RSPS INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP 1.7%
Value ($000) $2,881 Shares 18,046 Est. Cost $144.73 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 1.6%
Value ($000) $2,741 Shares 27,188 Est. Cost $68.74 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 1.5%
Value ($000) $2,620 Shares 10,197 Est. Cost $187.78 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 1.5%
Value ($000) $2,566 Shares 8,266 Est. Cost $250.39 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1.4%
Value ($000) $2,444 Shares 8,981 Est. Cost $201.91 Unrealized
V VISA INC 1.4%
Value ($000) $2,405 Shares 10,859 Est. Cost $173.23 Unrealized +17.3%
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 1.3%
Value ($000) $2,309 Shares 113,922 Est. Cost $19.66 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 1.3%
Value ($000) $2,163 Shares 36,075 Est. Cost $60.09 Unrealized
VPU VANGUARD UTILITIES ETF 1.2%
Value ($000) $2,037 Shares 14,329 Est. Cost $140.71 Unrealized
FAD FIRST TR MULTI CAP GROWTH ALPH COM SHS 1.2%
Value ($000) $2,009 Shares 18,022 Est. Cost $77.27 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 1.2%
Value ($000) $1,991 Shares 40,213 Est. Cost $48.40 Unrealized
SOXX ISHARES PHLX SEMICONDUCTOR ETF 1.1%
Value ($000) $1,926 Shares 4,356 Est. Cost $281.82 Unrealized
MA MASTERCARD INCORPORATED CL A 1.1%
Value ($000) $1,909 Shares 5,025 Est. Cost $276.06 Unrealized +23.0%
QTEC FIRST TR NASDAQ 100 TECH INDX SHS 1.1%
Value ($000) $1,871 Shares 12,375 Est. Cost $100.11 Unrealized
ARCC ARES CAPITAL CORP COM 1.0%
Value ($000) $1,638 Shares 84,656 Est. Cost $10.26 Unrealized +10.9%
SDY SPDR SER TR S&P DIVID ETF 1.0%
Value ($000) $1,637 Shares 13,613 Est. Cost $107.57 Unrealized
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND 0.9%
Value ($000) $1,480 Shares 4,559 Est. Cost $216.25 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHADEX COM SHS 0.9%
Value ($000) $1,477 Shares 14,425 Est. Cost $72.58 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.9%
Value ($000) $1,469 Shares 3,881 Est. Cost $303.84 Unrealized
IYK ISHARES DOW JONES US CONSUMER GOODS SECTOR IDX FD 0.8%
Value ($000) $1,391 Shares 7,663 Est. Cost $133.91 Unrealized
FIW FIRST TRUST WATER ETF 0.8%
Value ($000) $1,386 Shares 17,215 Est. Cost $55.07 Unrealized
PSK SPDR SER TR WELLS FG PFD ETF 0.8%
Value ($000) $1,361 Shares 31,206 Est. Cost $43.87 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.8%
Value ($000) $1,349 Shares 6,438 Est. Cost $177.41 Unrealized -4.3%
AAPL APPLE INC COM USD0.00001 0.8%
Value ($000) $1,342 Shares 10,229 Est. Cost $95.59 Unrealized +30.8%
BBH VANECK VECTORS ETF TR BIOTECH ETF 0.7%
Value ($000) $1,236 Shares 7,046 Est. Cost $163.87 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF 0.7%
Value ($000) $1,208 Shares 16,278 Est. Cost $63.49 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.5%
Value ($000) $928 Shares 6,440 Est. Cost $129.12 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.5%
Value ($000) $882 Shares 19,235 Est. Cost $36.47 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $858 Shares 10,905 Est. Cost $54.61 Unrealized +19.5%
HTEC EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR 0.5%
Value ($000) $837 Shares 18,750 Est. Cost $44.07 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.5%
Value ($000) $832 Shares 2,766 Est. Cost $277.40 Unrealized
OWL ROCK CAPITAL CORPORATION II ADVISORY 0.5%
Value ($000) $805 Shares 89,936 Est. Cost $8.29 Unrealized
MFS CHARTER INCOME TRUST 0.4%
Value ($000) $758 Shares 88,916 Est. Cost $8.42 Unrealized
FNY FIRST TR EXCH TRADED ALPHADEX FD II MID CAP GROWTH ALPHADEX FD 0.4%
Value ($000) $753 Shares 10,890 Est. Cost $47.89 Unrealized
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.4%
Value ($000) $750 Shares 49,697 Est. Cost $14.95 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.4%
Value ($000) $721 Shares 3,152 Est. Cost $159.97 Unrealized +37.5%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $713 Shares 316 Est. Cost $64.14 Unrealized +53.5%
PJP INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS 0.4%
Value ($000) $702 Shares 9,029 Est. Cost $65.59 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.4%
Value ($000) $667 Shares 29,622 Est. Cost $12.98 Unrealized
IYF ISHARES TRUST DJ US FINANCIAL 0.4%
Value ($000) $637 Shares 8,217 Est. Cost $102.29 Unrealized
ESGV VANGUARD WORLD FD ESG US STK ETF 0.4%
Value ($000) $602 Shares 7,835 Est. Cost $72.44 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.4%
Value ($000) $601 Shares 2,144 Est. Cost $230.78 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.3%
Value ($000) $597 Shares 5,456 Est. Cost $132.33 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND 0.3%
Value ($000) $595 Shares 5,861 Est. Cost $101.52 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.3%
Value ($000) $576 Shares 8,131 Est. Cost $61.37 Unrealized
XSD SPDR SER TR S&P SEMICNDCTR 0.3%
Value ($000) $573 Shares 3,085 Est. Cost $107.30 Unrealized
FMB FIRST TR EXCH TRADED FD III MANAGD MUN ETF 0.3%
Value ($000) $573 Shares 10,082 Est. Cost $54.32 Unrealized
XBI SPDR SER TR S&P BIOTECH 0.3%
Value ($000) $547 Shares 4,303 Est. Cost $120.83 Unrealized
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND 0.3%
Value ($000) $537 Shares 20,058 Est. Cost $25.51 Unrealized
FXG FIRST TR EXCHANGE TRADED FD II CONSUMER STAPLES ALPHADEX FD ANNUAL 0.3%
Value ($000) $507 Shares 8,700 Est. Cost $50.08 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.3%
Value ($000) $502 Shares 21,830 Est. Cost $24.10 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.3%
Value ($000) $478 Shares 3,030 Est. Cost $162.27 Unrealized
GLADSTONE LD CORP PFD SER B 6 (Call Date 06/01/22) 0.3%
Value ($000) $445 Shares 17,195 Est. Cost $25.01 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $440 Shares 2,265 Est. Cost $164.82 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $440 Shares 6,775 Est. Cost $64.16 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.2%
Value ($000) $426 Shares 9,815 Est. Cost $38.12 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.2%
Value ($000) $412 Shares 2,551 Est. Cost $115.47 Unrealized +21.9%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $404 Shares 180 Est. Cost $64.18 Unrealized +52.6%
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.2%
Value ($000) $402 Shares 2,642 Est. Cost $108.00 Unrealized +27.5%
RPV INVESCO EXCHANGE TRADED FD TR S&P500 PUR VAL 0.2%
Value ($000) $398 Shares 5,290 Est. Cost $74.19 Unrealized
XRT SPDR SER TR S&P RETAIL ETF 0.2%
Value ($000) $389 Shares 4,200 Est. Cost $45.96 Unrealized
CIM COML TR CORP PFD SER A (Call Date 01/19/23) 0.2%
Value ($000) $368 Shares 14,705 Est. Cost $25.03 Unrealized
FVD FIRST TR VALUE LINE DIVID INDE SHS 0.2%
Value ($000) $363 Shares 9,393 Est. Cost $33.56 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.2%
Value ($000) $356 Shares 37,477 Est. Cost $8.78 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $339 Shares 1,326 Est. Cost $142.41 Unrealized +56.5%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.2%
Value ($000) $334 Shares 7,350 Est. Cost $42.45 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.2%
Value ($000) $333 Shares 7,000 Est. Cost $49.93 Unrealized
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $328 Shares 2,400 Est. Cost $85.93 Unrealized +50.8%
NFLX NETFLIX INC 0.2%
Value ($000) $321 Shares 580 Est. Cost $39.98 Unrealized +32.7%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $313 Shares 2,283 Est. Cost $106.18 Unrealized +8.9%
CIM COML TR CORP PFD 5.50000 (Call Date 10/20/22) 0.2%
Value ($000) $305 Shares 12,195 Est. Cost $25.01 Unrealized
FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD 0.2%
Value ($000) $301 Shares 14,310 Est. Cost $19.81 Unrealized
QLD PROSHARES ULTRA QQQ 0.2%
Value ($000) $300 Shares 2,300 Est. Cost $110.04 Unrealized
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $299 Shares 3,250 Est. Cost $72.53 Unrealized +19.2%
SRVR PACER FDS TR BNCHMRK INFRA 0.2%
Value ($000) $298 Shares 8,155 Est. Cost $34.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $285 Shares 757 Est. Cost $238.91 Unrealized +33.8%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $275 Shares 1,040 Est. Cost $248.08 Unrealized
PLUG PLUG POWER INC 0.2%
Value ($000) $274 Shares 9,215 Est. Cost $51.08 Unrealized +0.9%
MRNA MODERNA INC COM 0.2%
Value ($000) $260 Shares 1,865 Est. Cost $64.78 Unrealized +123.7%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.2%
Value ($000) $258 Shares 1,127 Est. Cost $143.91 Unrealized +22.8%
SO SOUTHERN CO 0.1%
Value ($000) $252 Shares 4,003 Est. Cost $48.90 Unrealized +1.9%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.1%
Value ($000) $251 Shares 938 Est. Cost $216.01 Unrealized +12.4%
EDOW FIRST TR EXCHANGE TRADED FD DOW 30 EQL WGT 0.1%
Value ($000) $248 Shares 8,218 Est. Cost $27.13 Unrealized
IYM ISHARES TRUST DJ US BAS 0.1%
Value ($000) $240 Shares 1,886 Est. Cost $115.53 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $231 Shares 1,130 Est. Cost $123.76 Unrealized +71.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $231 Shares 685 Est. Cost $212.41 Unrealized
AIVL WISDOMTREE TR US DIVID EX FNCL 0.1%
Value ($000) $227 Shares 2,380 Est. Cost $92.55 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $225 Shares 1,209 Est. Cost $135.48 Unrealized +33.0%
HD HOME DEPOT INC 0.1%
Value ($000) $223 Shares 694 Est. Cost $198.85 Unrealized +22.9%
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD 0.1%
Value ($000) $223 Shares 5,200 Est. Cost $33.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $218 Shares 3,789 Est. Cost $42.74 Unrealized -1.1%
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND 0.1%
Value ($000) $216 Shares 10,903 Est. Cost $18.00 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.1%
Value ($000) $212 Shares 915 Est. Cost $157.41 Unrealized
VTI VANGUARD IDX FUND 0.1%
Value ($000) $202 Shares 945 Est. Cost $164.02 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 0.1%
Value ($000) $200 Shares 2,120 Est. Cost $84.68 Unrealized
PIO INVESCO EXCH TRADED FD TR II GLOBAL WATER 0.1%
Value ($000) $197 Shares 5,220 Est. Cost $29.24 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.1%
Value ($000) $196 Shares 800 Est. Cost $141.82 Unrealized
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value ($000) $196 Shares 2,390 Est. Cost $83.26 Unrealized
PRN INVESCO EXCHANGE TRADED FD TR DWA INDLS MUMT 0.1%
Value ($000) $194 Shares 1,885 Est. Cost $102.92 Unrealized
MCD MCDONALD S CORP 0.1%
Value ($000) $185 Shares 800 Est. Cost $171.88 Unrealized +11.3%
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $178 Shares 7,100 Est. Cost $25.07 Unrealized
FYT FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD 0.1%
Value ($000) $173 Shares 3,395 Est. Cost $50.96 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $173 Shares 6,935 Est. Cost $24.95 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 0.1%
Value ($000) $170 Shares 2,340 Est. Cost $62.65 Unrealized
BA BOEING CO COM USD5.00 0.1%
Value ($000) $169 Shares 679 Est. Cost $282.36 Unrealized -21.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $164 Shares 1,050 Est. Cost $108.40 Unrealized +17.4%
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD 0.1%
Value ($000) $163 Shares 3,386 Est. Cost $47.77 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $161 Shares 3,523 Est. Cost $47.18 Unrealized -4.3%
ARKK ARK ETF TR INNOVATION ETF 0.1%
Value ($000) $158 Shares 1,290 Est. Cost $116.81 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $157 Shares 1,640 Est. Cost $98.18 Unrealized
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $152 Shares 950 Est. Cost $100.85 Unrealized +39.9%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.1%
Value ($000) $150 Shares 1,200 Est. Cost $80.00 Unrealized
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.1%
Value ($000) $146 Shares 3,180 Est. Cost $46.03 Unrealized
CSM PROSHARES TR LARGE CAP CRE 0.1%
Value ($000) $146 Shares 1,544 Est. Cost $76.99 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $146 Shares 1,426 Est. Cost $93.87 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.1%
Value ($000) $146 Shares 5,450 Est. Cost $15.00 Unrealized
FXL FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD 0.1%
Value ($000) $144 Shares 1,204 Est. Cost $72.17 Unrealized
FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS 0.1%
Value ($000) $138 Shares 2,125 Est. Cost $64.94 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $135 Shares 503 Est. Cost $177.50 Unrealized +41.9%
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $135 Shares 740 Est. Cost $189.71 Unrealized +22.3%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $133 Shares 530 Est. Cost $181.58 Unrealized +3.9%
AZN ASTRAZENECA ADR REP 0.5 ORD 0.1%
Value ($000) $128 Shares 2,600 Est. Cost $50.00 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 0.1%
Value ($000) $128 Shares 2,530 Est. Cost $50.72 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $127 Shares 900 Est. Cost $102.94 Unrealized +31.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $122 Shares 1,200 Est. Cost $89.68 Unrealized -11.3%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $122 Shares 1,516 Est. Cost $48.28 Unrealized
AEE AMEREN CORP COM USD0.01 0.1%
Value ($000) $121 Shares 1,500 Est. Cost $63.64 Unrealized +1.9%
WMT WALMART INC COM 0.1%
Value ($000) $116 Shares 833 Est. Cost $36.96 Unrealized +17.2%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.1%
Value ($000) $116 Shares 1,400 Est. Cost $82.23 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $115 Shares 2,255 Est. Cost $51.67 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.1%
Value ($000) $115 Shares 1,158 Est. Cost $99.80 Unrealized
ARKW ARK ETF TR NEXT GNRTN INTER 0.1%
Value ($000) $114 Shares 737 Est. Cost $150.80 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $112 Shares 160 Est. Cost $118.38 Unrealized +112.1%
T AT&T INC COM USD1 0.1%
Value ($000) $112 Shares 3,726 Est. Cost $17.46 Unrealized -7.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $110 Shares 1,800 Est. Cost $49.14 Unrealized -0.4%
JLL JONES LANG LASALLE INC COM USD0.01 0.1%
Value ($000) $110 Shares 602 Est. Cost $128.38 Unrealized +26.9%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $108 Shares 1,019 Est. Cost $116.13 Unrealized
PSI INVESCO EXCHANGE TRADED FD TR DYNMC SEMICNDT 0.1%
Value ($000) $107 Shares 850 Est. Cost $67.27 Unrealized
DEUTSCHE BK AG LONDON BRH ETN DJ HY 0.00000 11/14/2022 CALLABLE 0.1%
Value ($000) $107 Shares 4,450 Est. Cost $25.92 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $105 Shares 500 Est. Cost $145.94 Unrealized +26.4%
CIM COML TR CORP PFD SER A 5.50000 (Call Date 02/01/21) 0.1%
Value ($000) $105 Shares 4,200 Est. Cost $25.00 Unrealized
FYC FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD 0.1%
Value ($000) $104 Shares 1,480 Est. Cost $57.57 Unrealized
ETF MANAGERS TR PRIME CYBR SCRTY 0.1%
Value ($000) $102 Shares 1,815 Est. Cost $41.59 Unrealized
DHS WISDOMTREE TR US HIGH DIVIDEND 0.1%
Value ($000) $101 Shares 1,300 Est. Cost $76.92 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $100 Shares 4,000 Est. Cost $25.05 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $99 Shares 366 Est. Cost $166.80 Unrealized +37.2%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $98 Shares 861 Est. Cost $112.93 Unrealized
FEMS FIRST TR EXCHANGE TRADED ALPHADEX FD II EMERGING MARKETS SMALL CAP ALPHADEX FD 0.1%
Value ($000) $97 Shares 2,220 Est. Cost $43.69 Unrealized
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.1%
Value ($000) $96 Shares 1,050 Est. Cost $85.62 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $95 Shares 3,787 Est. Cost $25.01 Unrealized
MRK MERCK &CO. INC COM 0.1%
Value ($000) $95 Shares 1,250 Est. Cost $67.55 Unrealized -6.6%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.1%
Value ($000) $93 Shares 1,850 Est. Cost $50.12 Unrealized
AFL AFLAC INC COM USD0.10 0.1%
Value ($000) $92 Shares 1,757 Est. Cost $45.85 Unrealized -6.5%
EMNT PIMCO ETF TR ENHANCD SHORT 0.1%
Value ($000) $91 Shares 900 Est. Cost $101.11 Unrealized
SJNK SPDR SER TR BLOOMBERG SRT TR 0.1%
Value ($000) $90 Shares 3,295 Est. Cost $26.95 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $88 Shares 145 Est. Cost $6.28 Unrealized +113.3%
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.1%
Value ($000) $87 Shares 2,900 Est. Cost $29.08 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD VI INDXX INOVTV ETF 0.1%
Value ($000) $87 Shares 2,125 Est. Cost $40.94 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $86 Shares 325 Est. Cost $116.21 Unrealized +101.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $85 Shares 1,525 Est. Cost $46.18 Unrealized -6.2%
CMCSA COMCAST CORP 0.0%
Value ($000) $85 Shares 1,600 Est. Cost $37.86 Unrealized +21.9%
TGT TARGET CORP 0.0%
Value ($000) $84 Shares 410 Est. Cost $105.42 Unrealized +54.8%
SEAGATE TECHNOLOGY PLC COM USD0.00001 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $59.50 Unrealized
CIM COML TR CORP PFD SER A (Call Date 06/28/23) 0.0%
Value ($000) $79 Shares 3,155 Est. Cost $25.04 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $79 Shares 2,150 Est. Cost $26.96 Unrealized +4.0%
FXD FIRST TR EXCHANGE TRADED FD II CONSUMER DISCRETIONARY 0.0%
Value ($000) $78 Shares 1,295 Est. Cost $45.51 Unrealized
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $77 Shares 300 Est. Cost $208.96 Unrealized
QLTA ISHARES TRUST AAA - A RATED CORP BD ETF 0.0%
Value ($000) $77 Shares 1,375 Est. Cost $58.18 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $68 Shares 785 Est. Cost $74.24 Unrealized -9.1%
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $67 Shares 660 Est. Cost $110.76 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value ($000) $65 Shares 275 Est. Cost $138.76 Unrealized +25.2%
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $65 Shares 400 Est. Cost $142.86 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $64 Shares 447 Est. Cost $112.77 Unrealized +4.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $64 Shares 286 Est. Cost $166.28 Unrealized
CIM COML TR CORP PFD SER A 0.0%
Value ($000) $64 Shares 2,550 Est. Cost $25.10 Unrealized
BIBL NORTHERN LTS FD TR IV INSPIRE 100ETF 0.0%
Value ($000) $62 Shares 1,540 Est. Cost $30.12 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $61 Shares 500 Est. Cost $75.30 Unrealized +44.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $61 Shares 391 Est. Cost $137.06 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $60 Shares 435 Est. Cost $137.93 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $60 Shares 779 Est. Cost $67.48 Unrealized
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $59 Shares 1,375 Est. Cost $42.13 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $59 Shares 300 Est. Cost $18.82 Unrealized +73.8%
EAGG ISHARES TR ESG AWR US AGRGT 0.0%
Value ($000) $59 Shares 1,075 Est. Cost $56.38 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $59 Shares 535 Est. Cost $83.90 Unrealized
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $58 Shares 2,310 Est. Cost $25.11 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.0%
Value ($000) $56 Shares 136 Est. Cost $322.58 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $56 Shares 1,396 Est. Cost $26.52 Unrealized +15.5%
TJX TJX COMPANIES INC 0.0%
Value ($000) $56 Shares 800 Est. Cost $54.60 Unrealized +14.1%
PEJ INVESCO EXCHANGE TRADED FD TR DYNMC LEISURE 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $45.47 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $55 Shares 880 Est. Cost $48.43 Unrealized +2.2%
TU TELUS CORPORATION COM 0.0%
Value ($000) $53 Shares 2,600 Est. Cost $18.52 Unrealized +12.1%
KO COCA-COLA CO 0.0%
Value ($000) $53 Shares 990 Est. Cost $44.66 Unrealized -2.8%
CIM COML TR CORP PFD SER A (Call Date 12/22/22) 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $24.76 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $24.76 Unrealized
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $52 Shares 675 Est. Cost $77.04 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $52 Shares 231 Est. Cost $149.35 Unrealized +25.9%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $51.81 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF 0.0%
Value ($000) $50 Shares 954 Est. Cost $52.41 Unrealized
IWL ISHARES TR RUS TOP 200 ETF 0.0%
Value ($000) $49 Shares 500 Est. Cost $84.00 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.0%
Value ($000) $49 Shares 275 Est. Cost $124.59 Unrealized +0.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $48 Shares 100 Est. Cost $298.40 Unrealized +57.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $48 Shares 1,018 Est. Cost $24.50 Unrealized +71.0%
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $48 Shares 622 Est. Cost $48.59 Unrealized +20.6%
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $47 Shares 600 Est. Cost $61.77 Unrealized +11.4%
ORCL ORACLE CORP 0.0%
Value ($000) $46 Shares 600 Est. Cost $48.89 Unrealized +24.0%
RFG INVESCO EXCHANGE TRADED FD TR S&P MDCP400 PR 0.0%
Value ($000) $45 Shares 200 Est. Cost $155.00 Unrealized
CYBERARK SOFTWARE LTD COM ILS0.01 0.0%
Value ($000) $44 Shares 315 Est. Cost $117.46 Unrealized
MMM 3M CO 0.0%
Value ($000) $44 Shares 221 Est. Cost $107.82 Unrealized +16.0%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.0%
Value ($000) $44 Shares 800 Est. Cost $54.40 Unrealized
FLS FLOWSERVE CORP COM USD1.25 0.0%
Value ($000) $43 Shares 1,093 Est. Cost $41.52 Unrealized -16.6%
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV 0.0%
Value ($000) $43 Shares 500 Est. Cost $68.57 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.0%
Value ($000) $42 Shares 300 Est. Cost $93.33 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value ($000) $42 Shares 150 Est. Cost $197.04 Unrealized +21.9%
RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV 0.0%
Value ($000) $41 Shares 875 Est. Cost $46.86 Unrealized
LAD LITHIA MTRS INC CL A 0.0%
Value ($000) $40 Shares 100 Est. Cost $150.27 Unrealized +139.1%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $40 Shares 397 Est. Cost $100.76 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value ($000) $38 Shares 98 Est. Cost $377.55 Unrealized
PHG KONINKLIJKE PHILIPS ADR 0.0%
Value ($000) $37 Shares 612 Est. Cost $48.35 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $37 Shares 300 Est. Cost $92.57 Unrealized +9.9%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $37 Shares 609 Est. Cost $40.26 Unrealized +8.2%
CIM COML TR CORP 5.5 PFD SER A (Call Date 05/17/24) 0.0%
Value ($000) $37 Shares 1,475 Est. Cost $25.08 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $37 Shares 210 Est. Cost $185.28 Unrealized 0.0%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $94.88 Unrealized +28.5%
IYT ISHARES TRUST TRANSPORTATION AVERAGE ETF FD 0.0%
Value ($000) $36 Shares 135 Est. Cost $194.61 Unrealized
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $36 Shares 100 Est. Cost $37.82 Unrealized +57.2%
C CITIGROUP INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $58.65 Unrealized -4.2%
VLVLY VOLVO(AB) UNSP ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $12.67 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $36 Shares 530 Est. Cost $67.92 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $35 Shares 97 Est. Cost $275.44 Unrealized +19.7%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $35 Shares 50 Est. Cost $30.15 Unrealized +156.4%
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.0%
Value ($000) $34 Shares 509 Est. Cost $66.80 Unrealized
IXP ISHARES TR GBL COMM SVC ETF 0.0%
Value ($000) $33 Shares 390 Est. Cost $61.54 Unrealized
FDL FIRST TR MORNINGSTAR DIVID LEA SHS 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $32.63 Unrealized
GLW CORNING INC 0.0%
Value ($000) $32 Shares 700 Est. Cost $22.10 Unrealized +52.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $32 Shares 138 Est. Cost $195.10 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $32 Shares 700 Est. Cost $32.19 Unrealized
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND 0.0%
Value ($000) $32 Shares 175 Est. Cost $134.66 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $31 Shares 500 Est. Cost $45.86 Unrealized +11.3%
IWX ISHARES TR RUS TP200 VL ETF 0.0%
Value ($000) $31 Shares 485 Est. Cost $58.28 Unrealized
LLY ELI LILLY AND CO 0.0%
Value ($000) $31 Shares 170 Est. Cost $116.04 Unrealized +60.3%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $30 Shares 200 Est. Cost $119.29 Unrealized +11.6%
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $30 Shares 593 Est. Cost $47.69 Unrealized -27.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $30 Shares 268 Est. Cost $90.86 Unrealized
ISCV ISHARES TR MRNING SM CP ETF 0.0%
Value ($000) $30 Shares 175 Est. Cost $171.43 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $95.83 Unrealized +17.6%
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $29 Shares 300 Est. Cost $70.68 Unrealized +13.7%
NSRGF NESTLE SA CHF0.10 (REGD) 0.0%
Value ($000) $29 Shares 250 Est. Cost $89.22 Unrealized +8.1%
ACN ACCENTURE PLC 0.0%
Value ($000) $29 Shares 100 Est. Cost $178.42 Unrealized +35.2%
DE DEERE & CO 0.0%
Value ($000) $28 Shares 75 Est. Cost $157.96 Unrealized +94.7%
SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 0.0%
Value ($000) $28 Shares 500 Est. Cost $42.00 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB 0.0%
Value ($000) $27 Shares 1,283 Est. Cost $21.04 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2022 CB 0.0%
Value ($000) $27 Shares 1,229 Est. Cost $21.97 Unrealized
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS 0.0%
Value ($000) $27 Shares 325 Est. Cost $52.31 Unrealized
ISMD NORTHERN LTS FD TR IV INSPIRE SMAL ETF 0.0%
Value ($000) $27 Shares 750 Est. Cost $28.00 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2023 CB 0.0%
Value ($000) $27 Shares 1,239 Est. Cost $21.79 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $27 Shares 200 Est. Cost $54.36 Unrealized +94.5%
FTXL FIRST TR EXCHANGE-TRADED FD VI NASDQ SEMCNDTR 0.0%
Value ($000) $27 Shares 400 Est. Cost $40.00 Unrealized
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $27 Shares 270 Est. Cost $100.00 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 CB 0.0%
Value ($000) $27 Shares 1,229 Est. Cost $21.97 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB 0.0%
Value ($000) $27 Shares 1,229 Est. Cost $21.97 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $26 Shares 1,052 Est. Cost $24.71 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $26 Shares 354 Est. Cost $73.45 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $26 Shares 250 Est. Cost $104.00 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2021 CB 0.0%
Value ($000) $26 Shares 1,244 Est. Cost $20.90 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $79.87 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.0%
Value ($000) $26 Shares 193 Est. Cost $99.90 Unrealized -1.8%
CWB SPDR SER TR BLMBRG BRC CNVRT 0.0%
Value ($000) $26 Shares 300 Est. Cost $56.67 Unrealized
CIM COML TR CORP PFD SER A 5.50000 (Call Date 11/17/22) 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.76 Unrealized
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.76 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD TR BULSHS 2027 CB 0.0%
Value ($000) $26 Shares 1,201 Est. Cost $21.65 Unrealized
CSX CSX CORP COM USD1 0.0%
Value ($000) $25 Shares 250 Est. Cost $21.57 Unrealized +32.5%
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $95.00 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $24 Shares 125 Est. Cost $92.65 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $97.95 Unrealized +3.2%
IXG ISHARES S&P GLOBAL FINANCIALS SECTOR INDEX FUND 0.0%
Value ($000) $23 Shares 300 Est. Cost $62.04 Unrealized
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $23 Shares 150 Est. Cost $118.59 Unrealized +3.1%
LNNGY LI NING COMPANY LIMITED UNSPONSORD ADR 0.0%
Value ($000) $23 Shares 125 Est. Cost $72.00 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $23 Shares 100 Est. Cost $266.89 Unrealized 0.0%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $22 Shares 200 Est. Cost $65.48 Unrealized +35.8%
IJH ISHARES S&P MIDCAP 400 INDEX FUND 0.0%
Value ($000) $22 Shares 84 Est. Cost $261.90 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $22 Shares 80 Est. Cost $244.52 Unrealized +1.1%
FNK FIRST TR EXCH TRADED ALPHADEX FD II MID CAP VALUE ALPHADEX FD 0.0%
Value ($000) $22 Shares 500 Est. Cost $35.65 Unrealized
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $22 Shares 295 Est. Cost $68.41 Unrealized
OSI ETF TR OSHS GBL INTER 0.0%
Value ($000) $22 Shares 400 Est. Cost $47.50 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $60.81 Unrealized +244.2%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.00 Unrealized
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.42 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $207.56 Unrealized +11.7%
PRFZ INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1500 0.0%
Value ($000) $21 Shares 119 Est. Cost $176.47 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $21 Shares 400 Est. Cost $54.74 Unrealized
FIXD FIRST TRUST TCW OPP FIXED IN 0.0%
Value ($000) $21 Shares 395 Est. Cost $55.79 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $19 Shares 904 Est. Cost $15.66 Unrealized +10.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $19 Shares 135 Est. Cost $82.19 Unrealized +57.8%
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $32.22 Unrealized +67.3%
LVHD LEGG MASON ETF INVT TR L VOL H DIV ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $31.14 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $17 Shares 600 Est. Cost $43.87 Unrealized -46.2%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $17 Shares 76 Est. Cost $160.84 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.0%
Value ($000) $17 Shares 125 Est. Cost $86.44 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $17 Shares 100 Est. Cost $150.00 Unrealized
USB U.S. BANCORP 0.0%
Value ($000) $17 Shares 300 Est. Cost $44.33 Unrealized -9.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $17 Shares 355 Est. Cost $40.55 Unrealized +6.1%
RCL ROYAL CARIBBEAN GROUP COM USD0.01 0.0%
Value ($000) $17 Shares 200 Est. Cost $112.81 Unrealized -30.9%
FCTR FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 0.0%
Value ($000) $17 Shares 500 Est. Cost $22.00 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.00 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $16 Shares 23 Est. Cost $539.98 Unrealized +15.7%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.37 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $93.29 Unrealized +216.3%
QQEW FIRST TRUST PORTFOLIOS FUNDS FIRST TRUST NASDQ 100 EQ WEI 0.0%
Value ($000) $16 Shares 150 Est. Cost $72.73 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $16 Shares 319 Est. Cost $50.16 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $68.51 Unrealized -0.6%
ISHARES GOLD TRUST ISHARES 0.0%
Value ($000) $15 Shares 912 Est. Cost $16.30 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $15 Shares 338 Est. Cost $32.38 Unrealized +4.9%
WW INTL INC COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $38.00 Unrealized
ATO ATMOS ENERGY CORP COM NPV 0.0%
Value ($000) $15 Shares 150 Est. Cost $94.23 Unrealized -14.6%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $108.78 Unrealized +1.9%
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $48.57 Unrealized
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.0%
Value ($000) $14 Shares 100 Est. Cost $91.47 Unrealized +28.6%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $14 Shares 225 Est. Cost $53.33 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $14 Shares 175 Est. Cost $63.79 Unrealized +1.8%
ETF MANAGERS TR BLUESTAR ISRAEL 0.0%
Value ($000) $13 Shares 201 Est. Cost $60.00 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.85 Unrealized -10.8%
INTC INTEL CORP COM USD0.001 0.0%
Value ($000) $13 Shares 200 Est. Cost $52.33 Unrealized +3.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 130 Est. Cost $84.62 Unrealized
QUIDEL CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $90.00 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $13 Shares 25 Est. Cost $294.23 Unrealized +58.9%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $85.83 Unrealized +33.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 250 Est. Cost $40.98 Unrealized +1.0%
IRBTQ IROBOT CORP 0.0%
Value ($000) $12 Shares 110 Est. Cost $50.21 Unrealized +126.4%
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 0.0%
Value ($000) $12 Shares 80 Est. Cost $101.70 Unrealized +29.5%
FEM FIRST TR EXCH TRADED ALPHADEX FD II EMERGING MKTS ALPHADEX FD 0.0%
Value ($000) $12 Shares 450 Est. Cost $26.67 Unrealized
FMCC FEDERAL HOME LOAN MORTGAGE CORP COM NPV 0.0%
Value ($000) $12 Shares 5,385 Est. Cost $2.96 Unrealized -36.5%
DIV GLOBAL X FDS GLOBAL X SUPERDIVIDEND U S ETF 0.0%
Value ($000) $12 Shares 600 Est. Cost $23.71 Unrealized
CIM COML TR CORP PFD SER A 5.50000 (Call Date 05/18/23) 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.88 Unrealized
ERIC ERICSSON SPON ADR REP 1 CL B ORD 0.0%
Value ($000) $11 Shares 795 Est. Cost $8.92 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $11 Shares 280 Est. Cost $26.57 Unrealized +64.0%
OGS ONE GAS INC COM USD0.01 0.0%
Value ($000) $11 Shares 146 Est. Cost $91.47 Unrealized -20.2%
GNRC GENERAC HLDGS INC COM USD0.01 0.0%
Value ($000) $11 Shares 35 Est. Cost $294.70 Unrealized 0.0%
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.88 Unrealized
IYZ ISHARES TR US TELECOM ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 75 Est. Cost $134.12 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $46.59 Unrealized +77.7%
FUTY FIDELITY MSCI UTILS INDEX ETF 0.0%
Value ($000) $10 Shares 230 Est. Cost $43.48 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $9 Shares 38 Est. Cost $179.69 Unrealized +22.9%
KNGZ FIRST TR EXCHANGE-TRADED FD VI US EQTY DIVI 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.00 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $9 Shares 36 Est. Cost $177.44 Unrealized +15.1%
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.0%
Value ($000) $9 Shares 70 Est. Cost $128.57 Unrealized
BBBY OVERSTOCK.COM INC 0.0%
Value ($000) $9 Shares 130 Est. Cost $74.93 Unrealized -0.7%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $12.73 Unrealized +21.8%
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.77 Unrealized -17.6%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.0%
Value ($000) $8 Shares 20 Est. Cost $334.90 Unrealized -10.4%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $8 Shares 160 Est. Cost $12.50 Unrealized
DTEC ALPS ETF TR DISRUPTIVE TECH 0.0%
Value ($000) $8 Shares 180 Est. Cost $27.78 Unrealized
MDU MDU RESOURCES GROUP INC COM USD1.00 0.0%
Value ($000) $7 Shares 225 Est. Cost $9.10 Unrealized +4.0%
XLF SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS 0.0%
Value ($000) $7 Shares 200 Est. Cost $20.00 Unrealized
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $7 Shares 100 Est. Cost $57.78 Unrealized +7.8%
NTDOY NINTENDO 8 ADR REP ORD 0.0%
Value ($000) $7 Shares 90 Est. Cost $55.56 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $141.52 Unrealized -18.7%
FAB FIRST TR MULTI CP VAL ALPHA FD SHS ISSUED FRST 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $6 Shares 23 Est. Cost $151.61 Unrealized +24.2%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.14 Unrealized +16.8%
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.0%
Value ($000) $6 Shares 25 Est. Cost $200.00 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $8.68 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $6 Shares 170 Est. Cost $24.81 Unrealized +3.0%
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $80.00 Unrealized
DUK DUKE ENERGY CORP NEW COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $71.81 Unrealized +5.1%
RACE FERRARI N V EUR0.01 NEW 0.0%
Value ($000) $6 Shares 26 Est. Cost $204.03 Unrealized +0.4%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $173.71 Unrealized +14.4%
CL COLGATE-PALMOLIVE CO COM USD1.00 0.0%
Value ($000) $6 Shares 75 Est. Cost $61.53 Unrealized +13.7%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $89.66 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $29.67 Unrealized +88.1%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $5 Shares 81 Est. Cost $61.73 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
SEE SEALED AIR CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.31 Unrealized +15.3%
NI NISOURCE INC COM USD0.01 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.34 Unrealized -14.3%
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $4 Shares 48 Est. Cost $61.67 Unrealized +50.7%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $119.49 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $12.86 Unrealized +183.4%
FXR FIRST TR EXCHANGE TRADED FD II INDLS PROD DURABL ALPHADEX FD ANNUAL 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
NIO NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $4 Shares 20 Est. Cost $199.27 Unrealized 0.0%
EXPI EXP WORLD HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $32.23 Unrealized +55.1%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $4 Shares 160 Est. Cost $19.06 Unrealized 0.0%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $4 Shares 65 Est. Cost $61.54 Unrealized
SECOND SIGHT MED PRODS INC COM NEW 0.0%
Value ($000) $3 Shares 375 Est. Cost $0.91 Unrealized
AIA ISHARES TR ASIA 50 ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $57.14 Unrealized
ALABAMA POWER CO 4.60000 PFD 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
MELI MERCADOLIBRE INC COM USD0.001 0.0%
Value ($000) $3 Shares 2 Est. Cost $1085.04 Unrealized +56.4%
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $3 Shares 13 Est. Cost $230.77 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
ALGT ALLEGIANT TRAVEL COMPANY COM USD0.001 0.0%
Value ($000) $2 Shares 10 Est. Cost $138.29 Unrealized +55.2%
PAYSAFE LTD COM USD0.001 0.0%
Value ($000) $2 Shares 170 Est. Cost $11.76 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $2 Shares 940 Est. Cost $1.06 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 147 Est. Cost $13.33 Unrealized -0.1%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $192.60 Unrealized +91.1%
IRTC IRHYTHM TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $67.85 Unrealized +164.1%
RTH VANECK VECTORS ETF TR RETAIL ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 102 Est. Cost $9.80 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
ZNOG ZION OIL &GAS INC COM 0.0%
Value ($000) $1 Shares 1,113 Est. Cost $0.23 Unrealized +231.7%
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $37.77 Unrealized +7.5%
GME GAMESTOP CORPORATION COM USD0.001 CLASS A 0.0%
Value ($000) $1 Shares 4 Est. Cost $29.52 Unrealized 0.0%
CORBUS PHARMACEUTICALS HLDGS I COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $6.67 Unrealized
PRKS SEAWORLD ENTERTAINMENT INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $28.85 Unrealized +37.3%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
DJP BARCLAYS BK PLC DJUBS CMDT ETN36 0.00000 06/12/2036 CALLABLE PUTTABLE 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
CRON CRONOS GROUP INC COM NPV 0.0%
Value ($000) $1 Shares 120 Est. Cost $7.65 Unrealized +38.4%
CAPITAL LINK NEXTGEN PROTOCOL ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.62 Unrealized +43.2%
GAMCO GLOBAL GOLD NAT RES &COM SH BEN INT 0.0%
Value ($000) $1 Shares 380 Est. Cost $4.42 Unrealized
NIKOLA CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
BLACKROCK CAP INVT CORP COM 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
GNLKQ GENELINK INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized +362.0%
GOOXF GIVOT OLAM OIL EXPLORATION ILS1 0.0%
Value ($000) $0 Shares 73 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.83 Unrealized 0.0%
TEKLA HEALTHCARE INVESTORS 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
PROGRESS ENERGY INC 0.00000 PFD 0.0%
Value ($000) $0 Shares 389 Est. Cost Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.97 Unrealized +16.8%