Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 22, 2021

Total Value ($000): $148,410 (100.0% shares, 0.0% debt)

Holdings (295)

SCHP SCHWAB U.S. TIPS ETF 9.1%
Value ($000) $13,538 Shares 216,575 Est. Cost $58.24 Unrealized
AVGO BROADCOM INC COM 4.7%
Value ($000) $7,009 Shares 14,699 Est. Cost $26.25 Unrealized +60.2%
INFY INFOSYS LTD SPONSORED ADR 4.7%
Value ($000) $6,913 Shares 326,223 Est. Cost $10.99 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4.1%
Value ($000) $6,028 Shares 99,601 Est. Cost $58.82 Unrealized
TXN TEXAS INSTRS INC COM 3.9%
Value ($000) $5,857 Shares 30,460 Est. Cost $105.46 Unrealized +55.7%
SCHX SCHWAB U.S. LARGE-CAP ETF 3.6%
Value ($000) $5,318 Shares 51,152 Est. Cost $78.95 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 3.5%
Value ($000) $5,152 Shares 49,452 Est. Cost $71.35 Unrealized
NTAP NETAPP INC COM 3.4%
Value ($000) $4,992 Shares 61,018 Est. Cost $44.81 Unrealized +55.9%
INTC INTEL CORP COM 3.2%
Value ($000) $4,703 Shares 83,779 Est. Cost $46.47 Unrealized +15.3%
FAST FASTENAL CO COM 3.1%
Value ($000) $4,535 Shares 87,212 Est. Cost $15.85 Unrealized +46.9%
ABBV ABBVIE INC COM 3.0%
Value ($000) $4,485 Shares 39,813 Est. Cost $66.25 Unrealized +43.0%
MRK MERCK & CO INC COM 3.0%
Value ($000) $4,474 Shares 57,530 Est. Cost $63.80 Unrealized +0.5%
PFE PFIZER INC COM 3.0%
Value ($000) $4,415 Shares 112,745 Est. Cost $28.23 Unrealized +9.8%
FAF FIRST AMERN FINL CORP COM 2.9%
Value ($000) $4,323 Shares 69,339 Est. Cost $48.52 Unrealized +11.5%
SCHM SCHWAB U.S. MID-CAP ETF 2.7%
Value ($000) $4,081 Shares 52,143 Est. Cost $57.56 Unrealized
PREMIER INC CL A 2.6%
Value ($000) $3,898 Shares 112,033 Est. Cost $33.91 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.6%
Value ($000) $3,863 Shares 55,025 Est. Cost $67.44 Unrealized
NVO NOVO-NORDISK A S ADR 2.4%
Value ($000) $3,540 Shares 42,260 Est. Cost $59.23 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 2.4%
Value ($000) $3,512 Shares 48,225 Est. Cost $69.62 Unrealized
HRB BLOCK H & R INC COM 2.3%
Value ($000) $3,390 Shares 144,364 Est. Cost $16.83 Unrealized +20.7%
ADP AUTOMATIC DATA PROCESSING INC COM 2.3%
Value ($000) $3,367 Shares 16,952 Est. Cost $130.12 Unrealized +35.5%
T AT&T INC COM 2.2%
Value ($000) $3,275 Shares 113,794 Est. Cost $17.92 Unrealized -5.2%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 2.2%
Value ($000) $3,227 Shares 145,419 Est. Cost $21.69 Unrealized
STRA STRATEGIC ED INC COM 2.1%
Value ($000) $3,113 Shares 40,922 Est. Cost $76.76 Unrealized -9.7%
CHCO CITY HLDG CO COM 2.0%
Value ($000) $3,010 Shares 40,003 Est. Cost $63.89 Unrealized +7.9%
COLB COLUMBIA BKG SYS INC COM 1.9%
Value ($000) $2,843 Shares 73,732 Est. Cost $29.07 Unrealized +15.1%
EIG EMPLOYERS HLDGS INC COM 1.8%
Value ($000) $2,706 Shares 63,235 Est. Cost $33.92 Unrealized +3.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.6%
Value ($000) $913 Shares 23,136 Est. Cost $32.92 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $870 Shares 26,460 Est. Cost $27.34 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.6%
Value ($000) $861 Shares 20,686 Est. Cost $32.93 Unrealized
LLY LILLY ELI & CO COM 0.5%
Value ($000) $788 Shares 3,435 Est. Cost $120.36 Unrealized +59.4%
LAM RESEARCH CORP COM 0.4%
Value ($000) $644 Shares 990 Est. Cost $274.64 Unrealized
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $623 Shares 6,458 Est. Cost $80.17 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $567 Shares 8,492 Est. Cost $46.78 Unrealized +15.2%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $531 Shares 11,143 Est. Cost $28.02 Unrealized +21.3%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $525 Shares 3,187 Est. Cost $117.78 Unrealized +23.0%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $514 Shares 5,185 Est. Cost $59.69 Unrealized +28.0%
AAPL APPLE INC COM 0.3%
Value ($000) $510 Shares 3,721 Est. Cost $98.00 Unrealized +29.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $439 Shares 1,580 Est. Cost $216.75 Unrealized +28.9%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $432 Shares 7,702 Est. Cost $42.03 Unrealized +3.3%
KO COCA COLA CO COM 0.3%
Value ($000) $430 Shares 7,938 Est. Cost $43.87 Unrealized +7.8%
BBY BEST BUY INC COM 0.2%
Value ($000) $357 Shares 3,102 Est. Cost $62.72 Unrealized +51.4%
HD HOME DEPOT INC COM 0.2%
Value ($000) $303 Shares 950 Est. Cost $202.82 Unrealized +39.9%
SIG SIGNET JEWELERS LIMITED SHS 0.2%
Value ($000) $272 Shares 3,371 Est. Cost $19.30 Unrealized +217.6%
SLM SLM CORP COM 0.2%
Value ($000) $269 Shares 12,831 Est. Cost $16.06 Unrealized +22.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $261 Shares 76 Est. Cost $114.22 Unrealized +45.5%
SANTANDER CONSUMER USA HLDGS I COM 0.2%
Value ($000) $257 Shares 7,087 Est. Cost $33.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $243 Shares 1,660 Est. Cost $99.74 Unrealized +13.7%
AR ANTERO RESOURCES CORP COM 0.2%
Value ($000) $227 Shares 15,070 Est. Cost $9.18 Unrealized +27.8%
ANF ABERCROMBIE & FITCH CO CL A 0.1%
Value ($000) $220 Shares 4,730 Est. Cost $30.39 Unrealized +32.6%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $215 Shares 5,223 Est. Cost $25.61 Unrealized +42.8%
NUE NUCOR CORP COM 0.1%
Value ($000) $210 Shares 2,185 Est. Cost $62.85 Unrealized +38.4%
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $208 Shares 2,826 Est. Cost $64.89 Unrealized +3.6%
AA ALCOA CORP COM 0.1%
Value ($000) $207 Shares 5,629 Est. Cost $26.50 Unrealized +31.1%
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $188 Shares 3,157 Est. Cost $42.40 Unrealized +28.5%
CUBI CUSTOMERS BANCORP INC COM 0.1%
Value ($000) $183 Shares 4,706 Est. Cost $28.44 Unrealized +26.6%
SCHNITZER STEEL INDS INC CL A 0.1%
Value ($000) $176 Shares 3,597 Est. Cost $43.31 Unrealized
LPX LOUISIANA PAC CORP COM 0.1%
Value ($000) $175 Shares 2,897 Est. Cost $49.45 Unrealized +29.3%
UNITED STATES STL CORP NEW COM 0.1%
Value ($000) $174 Shares 7,243 Est. Cost $25.70 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.1%
Value ($000) $172 Shares 2,806 Est. Cost $42.26 Unrealized +18.1%
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $169 Shares 5,580 Est. Cost $26.93 Unrealized 0.0%
SWBI SMITH & WESSON BRANDS INC COM 0.1%
Value ($000) $162 Shares 4,673 Est. Cost $18.60 Unrealized +12.5%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $160 Shares 1,037 Est. Cost $114.62 Unrealized +20.9%
DCOM DIME CMNTY BANCSHARES INC COM 0.1%
Value ($000) $158 Shares 4,691 Est. Cost $24.79 Unrealized +13.7%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $157 Shares 891 Est. Cost $135.84 Unrealized +29.4%
MGA MAGNA INTL INC COM 0.1%
Value ($000) $157 Shares 1,700 Est. Cost $50.00 Unrealized +63.5%
TSLA TESLA INC COM 0.1%
Value ($000) $156 Shares 230 Est. Cost $136.66 Unrealized +58.9%
GT GOODYEAR TIRE & RUBR CO COM 0.1%
Value ($000) $153 Shares 8,947 Est. Cost $15.35 Unrealized +20.0%
RIG TRANSOCEAN LTD REG SHS 0.1%
Value ($000) $152 Shares 33,726 Est. Cost $3.55 Unrealized +7.0%
PACWEST BANCORP DEL COM 0.1%
Value ($000) $150 Shares 3,638 Est. Cost $38.78 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $149 Shares 3,691 Est. Cost $27.45 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $148 Shares 1,049 Est. Cost $43.33 Unrealized +1.1%
ADNT ADIENT PLC ORD SHS 0.1%
Value ($000) $148 Shares 3,284 Est. Cost $31.80 Unrealized +47.1%
IVZ INVESCO LTD SHS 0.1%
Value ($000) $147 Shares 5,516 Est. Cost $19.19 Unrealized +16.5%
HWC HANCOCK WHITNEY CORPORATION COM 0.1%
Value ($000) $145 Shares 3,267 Est. Cost $40.95 Unrealized +13.6%
OLN OLIN CORP COM PAR 1 0.1%
Value ($000) $144 Shares 3,108 Est. Cost $41.12 Unrealized 0.0%
CBT CABOT CORP COM 0.1%
Value ($000) $143 Shares 2,507 Est. Cost $46.34 Unrealized +14.9%
HAFC HANMI FINL CORP COM NEW 0.1%
Value ($000) $142 Shares 7,437 Est. Cost $17.17 Unrealized +19.4%
CYH COMMUNITY HEALTH SYS INC NEW COM 0.1%
Value ($000) $140 Shares 9,070 Est. Cost $10.41 Unrealized +30.5%
IIIN INSTEEL INDS INC COM 0.1%
Value ($000) $139 Shares 4,320 Est. Cost $23.51 Unrealized +12.0%
WSBC WESBANCO INC COM 0.1%
Value ($000) $139 Shares 3,890 Est. Cost $33.92 Unrealized +10.5%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $137 Shares 2,990 Est. Cost $34.97 Unrealized +10.9%
TFIN TRIUMPH BANCORP INC COM 0.1%
Value ($000) $137 Shares 1,844 Est. Cost $73.05 Unrealized +16.6%
BHF BRIGHTHOUSE FINL INC COM 0.1%
Value ($000) $135 Shares 2,964 Est. Cost $42.39 Unrealized +10.8%
KEY KEYCORP COM 0.1%
Value ($000) $133 Shares 6,445 Est. Cost $15.68 Unrealized +10.2%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.1%
Value ($000) $133 Shares 4,879 Est. Cost $25.96 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $132 Shares 8,396 Est. Cost $12.90 Unrealized +8.3%
ZION ZIONS BANCORPORATION N A COM 0.1%
Value ($000) $132 Shares 2,495 Est. Cost $52.49 Unrealized +6.7%
DHI D R HORTON INC COM 0.1%
Value ($000) $132 Shares 1,460 Est. Cost $77.95 Unrealized +15.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $127 Shares 1,222 Est. Cost $79.75 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $127 Shares 532 Est. Cost $191.78 Unrealized +23.2%
PCH POTLATCHDELTIC CORPORATION COM 0.1%
Value ($000) $126 Shares 2,372 Est. Cost $53.03 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.1%
Value ($000) $125 Shares 755 Est. Cost $129.73 Unrealized
GHC GRAHAM HLDGS CO COM CL B 0.1%
Value ($000) $123 Shares 194 Est. Cost $565.59 Unrealized +8.9%
SATS ECHOSTAR CORP CL A 0.1%
Value ($000) $123 Shares 5,071 Est. Cost $24.31 Unrealized +5.6%
CALLON PETE CO DEL COM 0.1%
Value ($000) $122 Shares 2,111 Est. Cost $57.79 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $120 Shares 3,493 Est. Cost $28.43 Unrealized +7.4%
NAVI NAVIENT CORPORATION COM 0.1%
Value ($000) $118 Shares 6,124 Est. Cost $13.29 Unrealized +29.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $111 Shares 1,389 Est. Cost $62.78 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $109 Shares 550 Est. Cost $117.52 Unrealized +19.5%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $107 Shares 1,260 Est. Cost $66.06 Unrealized +24.0%
TILRAY INC COM CL 2 0.1%
Value ($000) $107 Shares 5,943 Est. Cost $18.00 Unrealized
RYAM RAYONIER ADVANCED MATLS INC COM 0.1%
Value ($000) $104 Shares 15,526 Est. Cost $8.15 Unrealized 0.0%
MEREDITH CORP COM 0.1%
Value ($000) $101 Shares 2,331 Est. Cost $31.97 Unrealized
HOLX HOLOGIC INC COM 0.1%
Value ($000) $98 Shares 1,465 Est. Cost $73.88 Unrealized -9.5%
REALOGY HLDGS CORP COM 0.1%
Value ($000) $96 Shares 5,290 Est. Cost $15.69 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.1%
Value ($000) $95 Shares 1,420 Est. Cost $52.32 Unrealized +18.5%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $94 Shares 700 Est. Cost $123.16 Unrealized -2.0%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.1%
Value ($000) $92 Shares 1,347 Est. Cost $47.16 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $90 Shares 333 Est. Cost $163.38 Unrealized +49.8%
TDS TELEPHONE & DATA SYS INC COM NEW 0.1%
Value ($000) $87 Shares 3,855 Est. Cost $21.03 Unrealized +15.9%
BCC BOISE CASCADE CO DEL COM 0.1%
Value ($000) $83 Shares 1,417 Est. Cost $41.31 Unrealized +18.7%
VEON LTD SPONSORED ADR 0.1%
Value ($000) $82 Shares 44,939 Est. Cost $1.78 Unrealized
AGNC AGNC INVT CORP COM 0.1%
Value ($000) $82 Shares 4,833 Est. Cost $16.70 Unrealized
BILI BILIBILI INC SPONS ADS REP Z 0.1%
Value ($000) $82 Shares 675 Est. Cost $86.25 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $80 Shares 469 Est. Cost $112.51 Unrealized +39.0%
VIRT VIRTU FINL INC CL A 0.1%
Value ($000) $79 Shares 2,876 Est. Cost $27.91 Unrealized +6.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.1%
Value ($000) $77 Shares 5,699 Est. Cost $11.05 Unrealized +11.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $76 Shares 514 Est. Cost $120.69 Unrealized +4.5%
ENVA ENOVA INTL INC COM 0.1%
Value ($000) $76 Shares 2,236 Est. Cost $30.75 Unrealized +14.5%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $74 Shares 7,441 Est. Cost $11.23 Unrealized
UPBD RENT A CTR INC NEW COM 0.0%
Value ($000) $72 Shares 1,363 Est. Cost $52.95 Unrealized +9.7%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $72 Shares 548 Est. Cost $97.25 Unrealized +28.9%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $71 Shares 177 Est. Cost $316.09 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $68 Shares 932 Est. Cost $63.30 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $63 Shares 160 Est. Cost $287.37 Unrealized +24.9%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $61 Shares 142 Est. Cost $373.24 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $59 Shares 138 Est. Cost $310.42 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $58 Shares 241 Est. Cost $114.05 Unrealized +67.9%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $56 Shares 360 Est. Cost $141.67 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $54 Shares 900 Est. Cost $44.10 Unrealized +19.9%
ENDO INTL PLC SHS 0.0%
Value ($000) $49 Shares 10,514 Est. Cost $5.83 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $49 Shares 20 Est. Cost $76.30 Unrealized +51.9%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $47 Shares 257 Est. Cost $159.53 Unrealized
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.0%
Value ($000) $44 Shares 1,202 Est. Cost $26.87 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value ($000) $40 Shares 285 Est. Cost $112.40 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $40 Shares 1,054 Est. Cost $25.95 Unrealized +49.5%
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $40 Shares 1,053 Est. Cost $30.41 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $38 Shares 98 Est. Cost $357.14 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $38 Shares 277 Est. Cost $128.46 Unrealized +8.2%
META FACEBOOK INC CL A 0.0%
Value ($000) $34 Shares 99 Est. Cost $229.51 Unrealized +38.8%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $33 Shares 2,123 Est. Cost $17.07 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $33 Shares 510 Est. Cost $100.00 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $31 Shares 587 Est. Cost $41.09 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $30 Shares 12 Est. Cost $80.43 Unrealized +47.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $30 Shares 415 Est. Cost $46.37 Unrealized +43.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $30 Shares 502 Est. Cost $48.90 Unrealized +10.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $29 Shares 478 Est. Cost $45.07 Unrealized +15.2%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $29 Shares 3,341 Est. Cost $6.90 Unrealized +19.9%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $29 Shares 518 Est. Cost $47.05 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $29 Shares 255 Est. Cost $70.86 Unrealized +43.5%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $28 Shares 305 Est. Cost $34.57 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $27 Shares 570 Est. Cost $36.26 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $26 Shares 1,950 Est. Cost $11.80 Unrealized
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $25 Shares 2,522 Est. Cost $11.07 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $25 Shares 239 Est. Cost $76.00 Unrealized +14.6%
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF 0.0%
Value ($000) $25 Shares 683 Est. Cost $25.05 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $25 Shares 298 Est. Cost $87.65 Unrealized -2.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $24 Shares 235 Est. Cost $53.84 Unrealized +51.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $23 Shares 146 Est. Cost $108.00 Unrealized +31.5%
NKE NIKE INC CL B 0.0%
Value ($000) $23 Shares 150 Est. Cost $86.51 Unrealized +45.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $22 Shares 112 Est. Cost $148.18 Unrealized +21.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $22 Shares 108 Est. Cost $116.50 Unrealized +40.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $21 Shares 1,395 Est. Cost $7.01 Unrealized +43.8%
EAT BRINKER INTL INC COM 0.0%
Value ($000) $21 Shares 343 Est. Cost $36.60 Unrealized +72.7%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $20 Shares 138 Est. Cost $117.03 Unrealized +12.7%
CHWY CHEWY INC CL A 0.0%
Value ($000) $19 Shares 238 Est. Cost $27.28 Unrealized +183.4%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $19 Shares 52 Est. Cost $315.67 Unrealized +14.8%
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $18 Shares 392 Est. Cost $45.92 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $18 Shares 50 Est. Cost $320.00 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $18 Shares 328 Est. Cost $44.22 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $18 Shares 62 Est. Cost $225.81 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $17 Shares 42 Est. Cost $253.12 Unrealized +45.8%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 61 Est. Cost $105.76 Unrealized +138.2%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $17 Shares 800 Est. Cost $15.17 Unrealized +64.6%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $16 Shares 113 Est. Cost $122.98 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $15 Shares 214 Est. Cost $70.09 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $14 Shares 58 Est. Cost $208.50 Unrealized +9.2%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $14 Shares 607 Est. Cost $17.71 Unrealized
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $15.80 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $14 Shares 58 Est. Cost $231.87 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $13 Shares 498 Est. Cost $36.69 Unrealized -23.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $13 Shares 50 Est. Cost $80.20 Unrealized +168.3%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $13 Shares 85 Est. Cost $121.06 Unrealized +15.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $12 Shares 105 Est. Cost $95.24 Unrealized
FSZ FIRST TRUST SWITZERLAND ALPHADEX FUND 0.0%
Value ($000) $11 Shares 168 Est. Cost $53.16 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $51.97 Unrealized +3.9%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $11 Shares 28 Est. Cost $179.93 Unrealized +85.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 197 Est. Cost $50.76 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 153 Est. Cost $61.44 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 40 Est. Cost $170.74 Unrealized +27.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $9 Shares 33 Est. Cost $235.50 Unrealized +11.6%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 1,330 Est. Cost $7.36 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $9 Shares 51 Est. Cost $117.65 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $8 Shares 27 Est. Cost $296.30 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $51.98 Unrealized +55.5%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $8 Shares 10 Est. Cost $11.60 Unrealized +37.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 132 Est. Cost $50.35 Unrealized +15.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $156.72 Unrealized +47.3%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $224.62 Unrealized -0.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $8 Shares 62 Est. Cost $127.45 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $8 Shares 868 Est. Cost $10.78 Unrealized
WLY WILEY JOHN & SONS INC CL A 0.0%
Value ($000) $8 Shares 134 Est. Cost $43.08 Unrealized +17.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 29 Est. Cost $206.90 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $346.07 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $134.72 Unrealized +69.5%
CNX CNX RES CORP COM 0.0%
Value ($000) $7 Shares 516 Est. Cost $13.44 Unrealized +4.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $92.05 Unrealized +18.3%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $33.92 Unrealized +60.7%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $6 Shares 1,695 Est. Cost $3.54 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.96 Unrealized 0.0%
BANC BANC OF CALIFORNIA INC COM 0.0%
Value ($000) $6 Shares 364 Est. Cost $16.64 Unrealized -3.7%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $59.11 Unrealized +24.2%
ABT ABBOTT LABS COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $92.34 Unrealized +16.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $131.26 Unrealized +18.7%
RMD RESMED INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $190.91 Unrealized +5.8%
BARRICK GOLD CORP COM 0.0%
Value ($000) $6 Shares 280 Est. Cost $28.57 Unrealized
WW INTL INC COM 0.0%
Value ($000) $5 Shares 133 Est. Cost $40.00 Unrealized
VANECK VECTORS RUSSIA ETF 0.0%
Value ($000) $5 Shares 162 Est. Cost $26.74 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $56.12 Unrealized -0.5%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $5 Shares 176 Est. Cost $28.37 Unrealized +6.2%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $5 Shares 38 Est. Cost $115.65 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $5 Shares 21 Est. Cost $63.90 Unrealized +263.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $5 Shares 113 Est. Cost $27.17 Unrealized +47.1%
V VISA INC COM CL A 0.0%
Value ($000) $5 Shares 23 Est. Cost $198.33 Unrealized +11.4%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $5 Shares 20 Est. Cost $183.91 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $5 Shares 214 Est. Cost $14.02 Unrealized
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $25.13 Unrealized +242.7%
HANESBRANDS INC COM 0.0%
Value ($000) $5 Shares 248 Est. Cost $14.27 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $4 Shares 61 Est. Cost $49.18 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $98.93 Unrealized +2.9%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 69 Est. Cost $56.00 Unrealized
KRATON CORP COM 0.0%
Value ($000) $4 Shares 125 Est. Cost $40.00 Unrealized
VICE ADVISORSHARES VICE ETF 0.0%
Value ($000) $4 Shares 102 Est. Cost $29.41 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $183.58 Unrealized +14.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $60.49 Unrealized +3.6%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $213.14 Unrealized +54.5%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 2 Est. Cost $2002.28 Unrealized +14.7%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $117.07 Unrealized +46.3%
KMX CARMAX INC COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $99.89 Unrealized +23.8%
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $79.59 Unrealized 0.0%
QUIDEL CORP COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $178.57 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $4 Shares 151 Est. Cost $24.43 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $4 Shares 40 Est. Cost $77.58 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $4 Shares 68 Est. Cost $48.45 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $4 Shares 116 Est. Cost $34.48 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $250.01 Unrealized +43.4%
DOW DOW INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $30.58 Unrealized +67.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $3 Shares 7 Est. Cost $332.91 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $47.22 Unrealized +74.4%
ORCL ORACLE CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $58.79 Unrealized +25.2%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $3 Shares 34 Est. Cost $84.63 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $109.93 Unrealized +34.5%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $32.79 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $3 Shares 120 Est. Cost $19.42 Unrealized +14.8%
HTH HILLTOP HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $35.69 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -3.1%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $128.83 Unrealized 0.0%
ZYNGA INC CL A 0.0%
Value ($000) $2 Shares 221 Est. Cost $8.62 Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $90.80 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 155 Est. Cost $13.33 Unrealized -11.0%
BLDP BALLARD PWR SYS INC NEW COM 0.0%
Value ($000) $2 Shares 95 Est. Cost $18.42 Unrealized +0.9%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $2 Shares 120 Est. Cost $17.60 Unrealized +7.0%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $28.17 Unrealized
ISHARES EVOLVED U.S. INNOVATIVE HEALTHCARE ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.72 Unrealized 0.0%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.17 Unrealized +54.5%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $121.77 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $258.29 Unrealized -1.8%
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.47 Unrealized +27.0%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 41 Est. Cost $25.46 Unrealized +13.9%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 243 Est. Cost $4.12 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.44 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $15.88 Unrealized +77.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $42.40 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.71 Unrealized +23.4%
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $4.15 Unrealized +171.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $26.37 Unrealized +59.2%
DEFIANCE NEXT GEN SPAC DERIVED ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.98 Unrealized
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.89 Unrealized +6.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized +4.9%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $0 Shares 179 Est. Cost $0.65 Unrealized -13.4%
O REALTY INCOME CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.83 Unrealized 0.0%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +36.5%
SMWB SIMILARWEB LTD SHS 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.72 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.31 Unrealized +77.5%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +28.0%