Stonebridge Financial Planning Group, LLC Diversified Active

CIK: 0001802494 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 28, 2021

Total Value ($000): $188,558 (100.0% shares, 0.0% debt)

Holdings (429)

IWY ISHARES TR RUS TP200 GR ETF 6.6%
Value ($000) $12,406 Shares 79,892 Est. Cost $102.17 Unrealized
IYW ISHARES TRUST DJ US TECHNOLOGY 5.5%
Value ($000) $10,384 Shares 102,313 Est. Cost $122.24 Unrealized
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 3.3%
Value ($000) $6,224 Shares 61,040 Est. Cost $101.86 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 3.2%
Value ($000) $6,007 Shares 16,263 Est. Cost $274.14 Unrealized
IVV ISHARES S&P 500 3.0%
Value ($000) $5,686 Shares 12,951 Est. Cost $331.13 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 2.8%
Value ($000) $5,326 Shares 22,385 Est. Cost $150.29 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 2.7%
Value ($000) $5,064 Shares 48,756 Est. Cost $71.04 Unrealized
AMZN AMAZON.COM INC 2.7%
Value ($000) $5,042 Shares 1,356 Est. Cost $92.24 Unrealized +80.2%
IYC ISHARES TRUST US CONSUMER SERVICES ETF USD DIS 2.2%
Value ($000) $4,167 Shares 52,774 Est. Cost $107.17 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 2.0%
Value ($000) $3,857 Shares 20,990 Est. Cost $129.54 Unrealized
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 2.0%
Value ($000) $3,851 Shares 21,089 Est. Cost $163.90 Unrealized
META FACEBOOK INC-CLASS A 2.0%
Value ($000) $3,847 Shares 10,893 Est. Cost $192.52 Unrealized +65.5%
AMD ADVANCED MICRO DEVICES INC 2.0%
Value ($000) $3,828 Shares 42,156 Est. Cost $36.81 Unrealized +119.5%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 1.9%
Value ($000) $3,625 Shares 8,905 Est. Cost $258.12 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 1.9%
Value ($000) $3,537 Shares 52,480 Est. Cost $57.43 Unrealized
RSPS INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP 1.6%
Value ($000) $3,069 Shares 19,187 Est. Cost $145.63 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 1.5%
Value ($000) $2,887 Shares 10,363 Est. Cost $189.23 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 1.5%
Value ($000) $2,885 Shares 8,963 Est. Cost $255.95 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 1.5%
Value ($000) $2,878 Shares 56,142 Est. Cost $49.21 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 1.5%
Value ($000) $2,863 Shares 27,078 Est. Cost $68.74 Unrealized
V VISA INC 1.4%
Value ($000) $2,674 Shares 11,242 Est. Cost $174.86 Unrealized +26.4%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1.4%
Value ($000) $2,617 Shares 8,911 Est. Cost $201.91 Unrealized
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 1.2%
Value ($000) $2,265 Shares 109,615 Est. Cost $19.66 Unrealized
FAD FIRST TR MULTI CAP GROWTH ALPH COM SHS 1.2%
Value ($000) $2,203 Shares 18,547 Est. Cost $78.44 Unrealized
SOXX ISHARES PHLX SEMICONDUCTOR ETF 1.2%
Value ($000) $2,197 Shares 4,883 Est. Cost $299.96 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 1.1%
Value ($000) $2,018 Shares 33,664 Est. Cost $60.09 Unrealized
QTEC FIRST TR NASDAQ 100 TECH INDX SHS 1.0%
Value ($000) $1,935 Shares 12,225 Est. Cost $100.11 Unrealized
MA MASTERCARD INCORPORATED CL A 1.0%
Value ($000) $1,919 Shares 5,110 Est. Cost $277.50 Unrealized +30.6%
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND 0.9%
Value ($000) $1,732 Shares 5,022 Est. Cost $228.11 Unrealized
ARCC ARES CAPITAL CORP COM 0.9%
Value ($000) $1,714 Shares 85,335 Est. Cost $10.26 Unrealized +21.9%
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.9%
Value ($000) $1,708 Shares 4,250 Est. Cost $312.36 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.9%
Value ($000) $1,695 Shares 13,717 Est. Cost $107.57 Unrealized
FIW FIRST TRUST WATER ETF 0.9%
Value ($000) $1,654 Shares 19,445 Est. Cost $58.51 Unrealized
VPU VANGUARD UTILITIES ETF 0.8%
Value ($000) $1,597 Shares 11,237 Est. Cost $140.71 Unrealized
BBH VANECK VECTORS ETF TR BIOTECH ETF 0.8%
Value ($000) $1,582 Shares 7,951 Est. Cost $167.86 Unrealized
RPV INVESCO EXCHANGE TRADED FD TR S&P500 PUR VAL 0.8%
Value ($000) $1,564 Shares 20,333 Est. Cost $76.21 Unrealized
AAPL APPLE INC COM USD0.00001 0.8%
Value ($000) $1,561 Shares 10,800 Est. Cost $97.22 Unrealized +30.1%
FTC FIRST TRUST LRGCP GWT ALPHADEX COM SHS 0.8%
Value ($000) $1,558 Shares 14,120 Est. Cost $72.58 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.8%
Value ($000) $1,524 Shares 6,796 Est. Cost $178.37 Unrealized +9.7%
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 0.8%
Value ($000) $1,447 Shares 18,838 Est. Cost $75.05 Unrealized
IYK ISHARES DOW JONES US CONSUMER GOODS SECTOR IDX FD 0.7%
Value ($000) $1,405 Shares 7,618 Est. Cost $133.91 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF 0.7%
Value ($000) $1,310 Shares 17,129 Est. Cost $64.13 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.7%
Value ($000) $1,308 Shares 8,775 Est. Cost $134.42 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.6%
Value ($000) $1,066 Shares 21,545 Est. Cost $37.86 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND 0.5%
Value ($000) $992 Shares 9,512 Est. Cost $102.58 Unrealized
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.5%
Value ($000) $957 Shares 62,397 Est. Cost $15.03 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $870 Shares 10,094 Est. Cost $54.61 Unrealized +38.7%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $859 Shares 329 Est. Cost $66.28 Unrealized +78.5%
FNY FIRST TR EXCH TRADED ALPHADEX FD II MID CAP GROWTH ALPHADEX FD 0.4%
Value ($000) $846 Shares 11,415 Est. Cost $49.09 Unrealized
IYM ISHARES TRUST DJ US BAS 0.4%
Value ($000) $840 Shares 6,376 Est. Cost $126.95 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.4%
Value ($000) $824 Shares 2,861 Est. Cost $245.12 Unrealized
PJP INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS 0.4%
Value ($000) $814 Shares 10,129 Est. Cost $67.19 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.4%
Value ($000) $807 Shares 37,022 Est. Cost $14.74 Unrealized
OWL ROCK CAPITAL CORPORATION II ADVISORY 0.4%
Value ($000) $803 Shares 89,936 Est. Cost $8.29 Unrealized
PSK SPDR SER TR WELLS FG PFD ETF 0.4%
Value ($000) $796 Shares 18,064 Est. Cost $43.87 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.4%
Value ($000) $777 Shares 2,523 Est. Cost $277.40 Unrealized
MFS CHARTER INCOME TRUST 0.4%
Value ($000) $743 Shares 84,073 Est. Cost $8.42 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.4%
Value ($000) $741 Shares 3,052 Est. Cost $159.97 Unrealized +42.3%
FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD 0.4%
Value ($000) $717 Shares 30,550 Est. Cost $21.76 Unrealized
HTEC EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR 0.4%
Value ($000) $713 Shares 14,965 Est. Cost $44.07 Unrealized
IYF ISHARES TRUST DJ US FINANCIAL 0.4%
Value ($000) $693 Shares 8,392 Est. Cost $101.87 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $667 Shares 2,073 Est. Cost $255.39 Unrealized +11.1%
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.3%
Value ($000) $657 Shares 13,706 Est. Cost $40.90 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.3%
Value ($000) $616 Shares 5,456 Est. Cost $132.33 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $609 Shares 240 Est. Cost $77.12 Unrealized +50.3%
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $587 Shares 2,960 Est. Cost $172.69 Unrealized
XSD SPDR SER TR S&P SEMICNDCTR 0.3%
Value ($000) $583 Shares 3,085 Est. Cost $107.30 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.3%
Value ($000) $576 Shares 7,677 Est. Cost $61.37 Unrealized
FIDU FIDELITY MSCI INDL INDEX ETF 0.3%
Value ($000) $567 Shares 10,367 Est. Cost $54.69 Unrealized
PRN INVESCO EXCHANGE TRADED FD TR DWA INDLS MUMT 0.3%
Value ($000) $552 Shares 5,495 Est. Cost $101.30 Unrealized
ESGV VANGUARD WORLD FD ESG US STK ETF 0.3%
Value ($000) $545 Shares 6,685 Est. Cost $72.44 Unrealized
XBI SPDR SER TR S&P BIOTECH 0.3%
Value ($000) $532 Shares 4,033 Est. Cost $120.83 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $520 Shares 2,818 Est. Cost $158.45 Unrealized +10.9%
ICLN ISHARES TR GL CLEAN ENE ETF 0.3%
Value ($000) $509 Shares 21,675 Est. Cost $24.10 Unrealized
FXG FIRST TR EXCHANGE TRADED FD II CONSUMER STAPLES ALPHADEX FD ANNUAL 0.3%
Value ($000) $491 Shares 8,700 Est. Cost $50.08 Unrealized
MRNA MODERNA INC COM 0.2%
Value ($000) $451 Shares 1,885 Est. Cost $65.99 Unrealized +170.8%
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.2%
Value ($000) $447 Shares 2,615 Est. Cost $162.27 Unrealized
GLADSTONE LD CORP PFD SER B 6 (Call Date 06/01/22) 0.2%
Value ($000) $442 Shares 17,195 Est. Cost $25.01 Unrealized
FMB FIRST TR EXCH TRADED FD III MANAGD MUN ETF 0.2%
Value ($000) $441 Shares 7,658 Est. Cost $54.32 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.2%
Value ($000) $428 Shares 2,527 Est. Cost $115.47 Unrealized +25.5%
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND 0.2%
Value ($000) $420 Shares 15,058 Est. Cost $25.51 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $419 Shares 6,460 Est. Cost $64.16 Unrealized
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.2%
Value ($000) $415 Shares 2,543 Est. Cost $108.00 Unrealized +31.5%
XRT SPDR SER TR S&P RETAIL ETF 0.2%
Value ($000) $412 Shares 4,200 Est. Cost $45.96 Unrealized
TIP ISHARES TRUST UNITED STATES TREASURY 0.2%
Value ($000) $404 Shares 3,150 Est. Cost $128.25 Unrealized
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $388 Shares 2,400 Est. Cost $85.93 Unrealized +46.3%
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
MSFT MICROSOFT CORP 0.2%
Value ($000) $365 Shares 1,317 Est. Cost $142.41 Unrealized +71.8%
FVD FIRST TR VALUE LINE DIVID INDE SHS 0.2%
Value ($000) $363 Shares 8,993 Est. Cost $33.56 Unrealized
QLD PROSHARES ULTRA QQQ 0.2%
Value ($000) $345 Shares 4,600 Est. Cost $92.52 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.2%
Value ($000) $331 Shares 32,542 Est. Cost $8.78 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $329 Shares 792 Est. Cost $244.66 Unrealized +50.8%
NFLX NETFLIX INC 0.2%
Value ($000) $320 Shares 595 Est. Cost $40.26 Unrealized +27.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $319 Shares 1,220 Est. Cost $130.50 Unrealized +64.9%
SRVR PACER FDS TR BNCHMRK INFRA 0.2%
Value ($000) $312 Shares 7,560 Est. Cost $34.89 Unrealized
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
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.2%
Value ($000) $302 Shares 6,250 Est. Cost $42.45 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $298 Shares 4,160 Est. Cost $115.75 Unrealized
PLUG PLUG POWER INC 0.1%
Value ($000) $277 Shares 9,545 Est. Cost $50.32 Unrealized -42.3%
FEMS FIRST TR EXCHANGE TRADED ALPHADEX FD II EMERGING MARKETS SMALL CAP ALPHADEX FD 0.1%
Value ($000) $275 Shares 5,925 Est. Cost $45.39 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $266 Shares 2,950 Est. Cost $72.53 Unrealized +28.3%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.1%
Value ($000) $263 Shares 938 Est. Cost $216.01 Unrealized +29.4%
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.1%
Value ($000) $262 Shares 5,675 Est. Cost $46.09 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.1%
Value ($000) $254 Shares 1,127 Est. Cost $143.91 Unrealized +33.5%
EDOW FIRST TR EXCHANGE TRADED FD DOW 30 EQL WGT 0.1%
Value ($000) $254 Shares 8,218 Est. Cost $27.13 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $254 Shares 702 Est. Cost $216.03 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $253 Shares 2,910 Est. Cost $68.50 Unrealized +7.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $251 Shares 1,107 Est. Cost $211.12 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $247 Shares 2,135 Est. Cost $114.58 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.1%
Value ($000) $245 Shares 4,000 Est. Cost $49.93 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD 0.1%
Value ($000) $242 Shares 5,500 Est. Cost $34.07 Unrealized
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND 0.1%
Value ($000) $232 Shares 10,946 Est. Cost $18.00 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.1%
Value ($000) $230 Shares 931 Est. Cost $158.95 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 0.1%
Value ($000) $222 Shares 2,215 Est. Cost $85.35 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.1%
Value ($000) $217 Shares 2,630 Est. Cost $82.36 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $216 Shares 3,503 Est. Cost $48.90 Unrealized +10.0%
AIVL WISDOMTREE TR US DIVID EX FNCL 0.1%
Value ($000) $214 Shares 2,180 Est. Cost $92.55 Unrealized
VTI VANGUARD IDX FUND 0.1%
Value ($000) $214 Shares 945 Est. Cost $164.02 Unrealized
PIO INVESCO EXCH TRADED FD TR II GLOBAL WATER 0.1%
Value ($000) $213 Shares 5,221 Est. Cost $29.24 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.1%
Value ($000) $205 Shares 800 Est. Cost $141.82 Unrealized
MCD MCDONALD S CORP 0.1%
Value ($000) $188 Shares 800 Est. Cost $171.88 Unrealized +21.8%
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $178 Shares 7,100 Est. Cost $25.07 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $176 Shares 1,283 Est. Cost $106.18 Unrealized +13.7%
FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS 0.1%
Value ($000) $174 Shares 2,625 Est. Cost $65.20 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $173 Shares 6,935 Est. Cost $24.95 Unrealized
FYT FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD 0.1%
Value ($000) $172 Shares 3,395 Est. Cost $50.96 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $168 Shares 3,539 Est. Cost $47.18 Unrealized -0.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $166 Shares 1,050 Est. Cost $108.40 Unrealized +28.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $162 Shares 2,889 Est. Cost $42.74 Unrealized +1.6%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $160 Shares 1,640 Est. Cost $98.18 Unrealized
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $159 Shares 950 Est. Cost $100.85 Unrealized +46.4%
BA BOEING CO COM USD5.00 0.1%
Value ($000) $157 Shares 659 Est. Cost $282.36 Unrealized -14.4%
CSM PROSHARES TR LARGE CAP CRE 0.1%
Value ($000) $156 Shares 1,544 Est. Cost $76.99 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD 0.1%
Value ($000) $153 Shares 3,181 Est. Cost $47.77 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.1%
Value ($000) $152 Shares 1,200 Est. Cost $80.00 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $152 Shares 503 Est. Cost $177.50 Unrealized +48.5%
FXL FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD 0.1%
Value ($000) $150 Shares 1,204 Est. Cost $72.17 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $147 Shares 1,390 Est. Cost $93.87 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.1%
Value ($000) $130 Shares 5,450 Est. Cost $15.00 Unrealized
FYC FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD 0.1%
Value ($000) $129 Shares 1,780 Est. Cost $60.08 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 0.1%
Value ($000) $128 Shares 2,530 Est. Cost $50.72 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $126 Shares 1,516 Est. Cost $48.28 Unrealized
AZN ASTRAZENECA ADR REP 0.5 ORD 0.1%
Value ($000) $121 Shares 2,000 Est. Cost $50.00 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $119 Shares 145 Est. Cost $6.28 Unrealized +154.5%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $117 Shares 640 Est. Cost $182.05 Unrealized +1.2%
JLL JONES LANG LASALLE INC COM USD0.01 0.1%
Value ($000) $117 Shares 602 Est. Cost $128.38 Unrealized +52.1%
WMT WALMART INC COM 0.1%
Value ($000) $117 Shares 834 Est. Cost $36.96 Unrealized +18.5%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $116 Shares 1,019 Est. Cost $116.13 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.1%
Value ($000) $115 Shares 920 Est. Cost $116.81 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
ETF MANAGERS TR PRIME CYBR SCRTY 0.1%
Value ($000) $112 Shares 1,815 Est. Cost $41.59 Unrealized
DEUTSCHE BK AG LONDON BRH ETN DJ HY 0.00000 11/14/2022 CALLABLE 0.1%
Value ($000) $111 Shares 4,450 Est. Cost $25.92 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $110 Shares 500 Est. Cost $145.94 Unrealized +34.0%
TSLA TESLA INC COM 0.1%
Value ($000) $110 Shares 160 Est. Cost $118.38 Unrealized +83.4%
ARKW ARK ETF TR NEXT GNRTN INTER 0.1%
Value ($000) $109 Shares 730 Est. Cost $150.80 Unrealized
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
TGT TARGET CORP 0.1%
Value ($000) $103 Shares 410 Est. Cost $105.42 Unrealized +81.7%
DHS WISDOMTREE TR US HIGH DIVIDEND 0.1%
Value ($000) $102 Shares 1,300 Est. Cost $76.92 Unrealized
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value ($000) $101 Shares 1,230 Est. Cost $83.26 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $100 Shares 4,000 Est. Cost $25.05 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $99 Shares 700 Est. Cost $102.94 Unrealized +34.4%
XYZ SQUARE INC CL A 0.1%
Value ($000) $99 Shares 405 Est. Cost $139.07 Unrealized +66.8%
CMCSA COMCAST CORP 0.1%
Value ($000) $97 Shares 1,666 Est. Cost $38.31 Unrealized +28.1%
T AT&T INC COM USD1 0.1%
Value ($000) $96 Shares 3,378 Est. Cost $17.46 Unrealized -2.7%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $96 Shares 366 Est. Cost $166.80 Unrealized +50.1%
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $95 Shares 3,787 Est. Cost $25.01 Unrealized
PSI INVESCO EXCHANGE TRADED FD TR DYNMC SEMICNDT 0.0%
Value ($000) $94 Shares 750 Est. Cost $67.27 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $94 Shares 1,544 Est. Cost $46.23 Unrealized +8.2%
IXG ISHARES S&P GLOBAL FINANCIALS SECTOR INDEX FUND 0.0%
Value ($000) $93 Shares 1,200 Est. Cost $73.64 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $93 Shares 1,850 Est. Cost $50.12 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV 0.0%
Value ($000) $91 Shares 1,880 Est. Cost $47.68 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD VI INDXX INOVTV ETF 0.0%
Value ($000) $90 Shares 2,125 Est. Cost $40.94 Unrealized
STX SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N49 0.0%
Value ($000) $89 Shares 1,000 Est. Cost $77.58 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.0%
Value ($000) $89 Shares 2,900 Est. Cost $29.08 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $85 Shares 2,150 Est. Cost $26.96 Unrealized +14.9%
AEE AMEREN CORP COM USD0.01 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $63.64 Unrealized +14.6%
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $81 Shares 1,200 Est. Cost $102.86 Unrealized
FXD FIRST TR EXCHANGE TRADED FD II CONSUMER DISCRETIONARY 0.0%
Value ($000) $79 Shares 1,295 Est. Cost $45.51 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
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.0%
Value ($000) $78 Shares 784 Est. Cost $99.80 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $77 Shares 300 Est. Cost $18.82 Unrealized +126.8%
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $73 Shares 1,357 Est. Cost $45.85 Unrealized +6.9%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $73 Shares 700 Est. Cost $89.68 Unrealized -2.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $69 Shares 440 Est. Cost $189.71 Unrealized -14.6%
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $68 Shares 400 Est. Cost $142.86 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $67 Shares 449 Est. Cost $112.77 Unrealized +11.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $67 Shares 785 Est. Cost $74.24 Unrealized -2.0%
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $65 Shares 435 Est. Cost $137.93 Unrealized
CIM COML TR CORP PFD SER A 0.0%
Value ($000) $64 Shares 2,550 Est. Cost $25.10 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $63 Shares 391 Est. Cost $137.06 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $63 Shares 622 Est. Cost $48.59 Unrealized +56.9%
SNA SNAP-ON INC 0.0%
Value ($000) $62 Shares 275 Est. Cost $138.76 Unrealized +53.0%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $61 Shares 779 Est. Cost $67.48 Unrealized
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $61 Shares 835 Est. Cost $105.59 Unrealized -18.4%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $49.14 Unrealized +7.6%
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $61 Shares 1,375 Est. Cost $42.13 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $59 Shares 500 Est. Cost $75.30 Unrealized +42.5%
TU TELUS CORPORATION COM 0.0%
Value ($000) $58 Shares 2,600 Est. Cost $18.52 Unrealized +17.0%
MRK MERCK &CO. INC COM 0.0%
Value ($000) $58 Shares 750 Est. Cost $67.55 Unrealized -5.1%
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $58 Shares 2,310 Est. Cost $25.11 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $57 Shares 1,397 Est. Cost $26.52 Unrealized +37.8%
TJX TJX COMPANIES INC 0.0%
Value ($000) $55 Shares 800 Est. Cost $54.60 Unrealized +16.6%
KO COCA-COLA CO 0.0%
Value ($000) $54 Shares 990 Est. Cost $44.66 Unrealized +5.9%
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $54 Shares 675 Est. Cost $77.04 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $54 Shares 450 Est. Cost $83.90 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $53 Shares 580 Est. Cost $85.43 Unrealized
CIM COML TR CORP PFD SER A (Call Date 12/22/22) 0.0%
Value ($000) $53 Shares 2,100 Est. Cost $24.76 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF 0.0%
Value ($000) $53 Shares 954 Est. Cost $52.41 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $53 Shares 2,100 Est. Cost $24.76 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $51 Shares 966 Est. Cost $49.09 Unrealized +13.6%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $51.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $51 Shares 100 Est. Cost $298.40 Unrealized +56.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $51 Shares 231 Est. Cost $149.35 Unrealized +34.2%
FLS FLOWSERVE CORP COM USD1.25 0.0%
Value ($000) $47 Shares 1,098 Est. Cost $41.52 Unrealized -9.8%
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV 0.0%
Value ($000) $46 Shares 500 Est. Cost $68.57 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $46 Shares 604 Est. Cost $74.57 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $45 Shares 1,019 Est. Cost $24.50 Unrealized +79.2%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.0%
Value ($000) $45 Shares 300 Est. Cost $93.33 Unrealized
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.0%
Value ($000) $45 Shares 500 Est. Cost $85.62 Unrealized
RFG INVESCO EXCHANGE TRADED FD TR S&P MDCP400 PR 0.0%
Value ($000) $45 Shares 200 Est. Cost $155.00 Unrealized
MMM 3M CO 0.0%
Value ($000) $44 Shares 221 Est. Cost $107.82 Unrealized +30.2%
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value ($000) $44 Shares 150 Est. Cost $197.04 Unrealized +32.3%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.0%
Value ($000) $44 Shares 800 Est. Cost $54.40 Unrealized
CYBERARK SOFTWARE LTD COM ILS0.01 0.0%
Value ($000) $44 Shares 315 Est. Cost $117.46 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 300 Est. Cost $94.88 Unrealized +39.3%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $42 Shares 397 Est. Cost $100.76 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value ($000) $41 Shares 588 Est. Cost $121.03 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $40 Shares 530 Est. Cost $67.92 Unrealized
EMNT PIMCO ETF TR ENHANCD SHORT 0.0%
Value ($000) $40 Shares 400 Est. Cost $101.11 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.0%
Value ($000) $40 Shares 275 Est. Cost $124.59 Unrealized +5.9%
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $40 Shares 97 Est. Cost $275.44 Unrealized +30.3%
LLY ELI LILLY AND CO 0.0%
Value ($000) $40 Shares 170 Est. Cost $116.04 Unrealized +65.4%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $39 Shares 100 Est. Cost $37.82 Unrealized +56.7%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.0%
Value ($000) $39 Shares 89 Est. Cost $322.58 Unrealized
QLTA ISHARES TRUST AAA - A RATED CORP BD ETF 0.0%
Value ($000) $38 Shares 675 Est. Cost $58.18 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $38 Shares 300 Est. Cost $92.57 Unrealized +18.3%
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $38 Shares 500 Est. Cost $61.77 Unrealized +7.7%
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
VLVLY VOLVO(AB) UNSP ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $12.67 Unrealized
LAD LITHIA MTRS INC CL A 0.0%
Value ($000) $36 Shares 100 Est. Cost $150.27 Unrealized +140.7%
LNNGY LI NING COMPANY LIMITED UNSPONSORD ADR 0.0%
Value ($000) $35 Shares 125 Est. Cost $72.00 Unrealized
IYT ISHARES TRUST TRANSPORTATION AVERAGE ETF FD 0.0%
Value ($000) $35 Shares 135 Est. Cost $194.61 Unrealized
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.0%
Value ($000) $35 Shares 509 Est. Cost $66.80 Unrealized
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $34 Shares 593 Est. Cost $47.69 Unrealized -13.4%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $34 Shares 700 Est. Cost $32.19 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $34 Shares 500 Est. Cost $45.86 Unrealized +17.5%
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $34 Shares 300 Est. Cost $70.68 Unrealized +24.9%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $34 Shares 609 Est. Cost $40.26 Unrealized +16.9%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $34 Shares 135 Est. Cost $195.10 Unrealized
IXP ISHARES TR GBL COMM SVC ETF 0.0%
Value ($000) $34 Shares 390 Est. Cost $61.54 Unrealized
IWX ISHARES TR RUS TP200 VL ETF 0.0%
Value ($000) $33 Shares 485 Est. Cost $58.28 Unrealized
FDL FIRST TR MORNINGSTAR DIVID LEA SHS 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $32.63 Unrealized
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND 0.0%
Value ($000) $33 Shares 175 Est. Cost $134.66 Unrealized
NSRGF NESTLE SA CHF0.10 (REGD) 0.0%
Value ($000) $32 Shares 250 Est. Cost $89.22 Unrealized +20.5%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $31 Shares 200 Est. Cost $119.29 Unrealized +18.5%
ACN ACCENTURE PLC 0.0%
Value ($000) $31 Shares 100 Est. Cost $178.42 Unrealized +50.3%
PEJ INVESCO EXCHANGE TRADED FD TR DYNMC LEISURE 0.0%
Value ($000) $31 Shares 600 Est. Cost $45.47 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $31 Shares 269 Est. Cost $90.86 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $31 Shares 210 Est. Cost $185.28 Unrealized -15.3%
ISCV ISHARES TR MRNING SM CP ETF 0.0%
Value ($000) $31 Shares 525 Est. Cost $96.51 Unrealized
SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 0.0%
Value ($000) $30 Shares 500 Est. Cost $42.00 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $30 Shares 200 Est. Cost $95.83 Unrealized +26.5%
SJNK SPDR SER TR BLOOMBERG SRT TR 0.0%
Value ($000) $30 Shares 1,109 Est. Cost $26.95 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 215 Est. Cost $134.62 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $29 Shares 100 Est. Cost $207.56 Unrealized +7.7%
GLW CORNING INC 0.0%
Value ($000) $29 Shares 700 Est. Cost $22.10 Unrealized +73.3%
PHG KONINKLIJKE PHILIPS ADR 0.0%
Value ($000) $29 Shares 612 Est. Cost $48.35 Unrealized
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $28 Shares 270 Est. Cost $100.00 Unrealized
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.0%
Value ($000) $28 Shares 625 Est. Cost $45.68 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $28 Shares 400 Est. Cost $58.65 Unrealized +6.9%
GNRC GENERAC HLDGS INC COM USD0.01 0.0%
Value ($000) $28 Shares 63 Est. Cost $312.83 Unrealized +7.2%
BSCQ INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB 0.0%
Value ($000) $28 Shares 1,283 Est. Cost $21.04 Unrealized
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS 0.0%
Value ($000) $28 Shares 325 Est. Cost $52.31 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB 0.0%
Value ($000) $27 Shares 1,229 Est. Cost $21.97 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD VI NASDQ SEMCNDTR 0.0%
Value ($000) $27 Shares 400 Est. Cost $40.00 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2023 CB 0.0%
Value ($000) $27 Shares 1,239 Est. Cost $21.79 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $27 Shares 100 Est. Cost $266.89 Unrealized -12.8%
DE DEERE & CO 0.0%
Value ($000) $27 Shares 75 Est. Cost $157.96 Unrealized +117.0%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.0%
Value ($000) $27 Shares 193 Est. Cost $99.90 Unrealized +13.5%
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2022 CB 0.0%
Value ($000) $27 Shares 1,229 Est. Cost $21.97 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 CB 0.0%
Value ($000) $27 Shares 1,229 Est. Cost $21.97 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $27 Shares 200 Est. Cost $54.36 Unrealized +137.0%
SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF 0.0%
Value ($000) $26 Shares 900 Est. Cost $28.89 Unrealized
CWB SPDR SER TR BLMBRG BRC CNVRT 0.0%
Value ($000) $26 Shares 300 Est. Cost $56.67 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $26 Shares 80 Est. Cost $244.52 Unrealized +14.7%
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
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $26 Shares 125 Est. Cost $92.65 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $26 Shares 1,052 Est. Cost $24.71 Unrealized
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.76 Unrealized
ACM AECOM 0.0%
Value ($000) $25 Shares 398 Est. Cost $62.86 Unrealized 0.0%
CSX CSX CORP COM USD1 0.0%
Value ($000) $24 Shares 750 Est. Cost $27.83 Unrealized +11.2%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.42 Unrealized
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
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $22 Shares 150 Est. Cost $118.59 Unrealized +12.4%
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $32.22 Unrealized +117.2%
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $22 Shares 295 Est. Cost $68.41 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $104.00 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $97.95 Unrealized +3.0%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $21 Shares 400 Est. Cost $54.74 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $22.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $19 Shares 135 Est. Cost $82.19 Unrealized +48.6%
ETSY ETSY INC COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $60.81 Unrealized +204.4%
EQIX EQUINIX INC COM 0.0%
Value ($000) $19 Shares 23 Est. Cost $539.98 Unrealized +25.7%
FIXD FIRST TRUST TCW OPP FIXED IN 0.0%
Value ($000) $19 Shares 345 Est. Cost $55.79 Unrealized
FCTR FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 0.0%
Value ($000) $18 Shares 500 Est. Cost $22.00 Unrealized
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $18 Shares 150 Est. Cost $65.48 Unrealized +44.7%
LVHD LEGG MASON ETF INVT TR L VOL H DIV ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $31.14 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.0%
Value ($000) $18 Shares 125 Est. Cost $86.44 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $18 Shares 75 Est. Cost $160.84 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $17 Shares 100 Est. Cost $150.00 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $17 Shares 230 Est. Cost $73.91 Unrealized
QQEW FIRST TRUST PORTFOLIOS FUNDS FIRST TRUST NASDQ 100 EQ WEI 0.0%
Value ($000) $17 Shares 150 Est. Cost $72.73 Unrealized
PFFD GLOBAL X FDS US PFD ETF 0.0%
Value ($000) $17 Shares 650 Est. Cost $26.15 Unrealized
WW INTL INC COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $38.00 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $10.37 Unrealized
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $16 Shares 175 Est. Cost $86.53 Unrealized
RCL ROYAL CARIBBEAN GROUP COM USD0.01 0.0%
Value ($000) $16 Shares 200 Est. Cost $112.81 Unrealized -24.1%
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $16 Shares 456 Est. Cost $35.09 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD VI NASDQ ARTFCIAL 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.33 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.00 Unrealized
ESG FLEXSHARES STOXX US ESG SELECT INDEX FUND 0.0%
Value ($000) $16 Shares 150 Est. Cost $106.67 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $15 Shares 225 Est. Cost $53.33 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $68.51 Unrealized +4.1%
SUSA ISHARES TR MSCI USA ESG SLC 0.0%
Value ($000) $15 Shares 150 Est. Cost $100.00 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $15 Shares 25 Est. Cost $294.23 Unrealized +75.2%
ATO ATMOS ENERGY CORP COM NPV 0.0%
Value ($000) $15 Shares 150 Est. Cost $94.23 Unrealized -5.3%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $40.98 Unrealized +15.2%
W WAYFAIR INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $93.29 Unrealized +235.8%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $15 Shares 355 Est. Cost $40.55 Unrealized +11.1%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $15 Shares 904 Est. Cost $15.66 Unrealized +23.7%
ETF MANAGERS TR BLUESTAR ISRAEL 0.0%
Value ($000) $14 Shares 201 Est. Cost $60.00 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $14 Shares 175 Est. Cost $63.79 Unrealized +10.6%
O REALTY INCOME CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.85 Unrealized -0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $14 Shares 600 Est. Cost $43.87 Unrealized -36.2%
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.0%
Value ($000) $14 Shares 100 Est. Cost $91.47 Unrealized +36.7%
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $48.57 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $85.83 Unrealized +43.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 130 Est. Cost $84.62 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.78 Unrealized +3.3%
QUIDEL CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $90.00 Unrealized
BBBY OVERSTOCK.COM INC 0.0%
Value ($000) $12 Shares 130 Est. Cost $74.93 Unrealized +6.7%
FEM FIRST TR EXCH TRADED ALPHADEX FD II EMERGING MKTS ALPHADEX FD 0.0%
Value ($000) $12 Shares 450 Est. Cost $26.67 Unrealized
USB U.S. BANCORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $44.33 Unrealized +7.6%
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
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 0.0%
Value ($000) $11 Shares 80 Est. Cost $101.70 Unrealized +36.7%
OGS ONE GAS INC COM USD0.01 0.0%
Value ($000) $11 Shares 146 Est. Cost $91.47 Unrealized -15.8%
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.88 Unrealized
XLF SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS 0.0%
Value ($000) $11 Shares 296 Est. Cost $25.57 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.0%
Value ($000) $11 Shares 55 Est. Cost $200.00 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $10 Shares 280 Est. Cost $26.57 Unrealized +39.6%
IYZ ISHARES TR US TELECOM ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
FUTY FIDELITY MSCI UTILS INDEX ETF 0.0%
Value ($000) $10 Shares 230 Est. Cost $43.48 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $10 Shares 110 Est. Cost $50.21 Unrealized +104.2%
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $35.00 Unrealized
ERIC ERICSSON SPON ADR REP 1 CL B ORD 0.0%
Value ($000) $10 Shares 800 Est. Cost $8.92 Unrealized
RELIEF THERAPEUTICS HOLDING AG CHF0.01 (REGD) ISIN #CH0100191136 SEDOL #B2NDK32 0.0%
Value ($000) $9 Shares 45,780 Est. Cost $0.20 Unrealized
DTEC ALPS ETF TR DISRUPTIVE TECH 0.0%
Value ($000) $9 Shares 180 Est. Cost $27.78 Unrealized
AMC ENTERTAINMENT HOLDINGS INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.0%
Value ($000) $9 Shares 70 Est. Cost $128.57 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $12.73 Unrealized +34.4%
KNGZ FIRST TR EXCHANGE-TRADED FD VI US EQTY DIVI 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $8 Shares 38 Est. Cost $179.69 Unrealized +16.6%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $177.44 Unrealized +29.5%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $46.59 Unrealized +76.8%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.0%
Value ($000) $8 Shares 20 Est. Cost $334.90 Unrealized +1.1%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $8 Shares 100 Est. Cost $57.78 Unrealized +22.0%
IJH ISHARES S&P MIDCAP 400 INDEX FUND 0.0%
Value ($000) $8 Shares 30 Est. Cost $261.90 Unrealized
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) $7 Shares 23 Est. Cost $151.61 Unrealized +50.7%
PKB INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON 0.0%
Value ($000) $7 Shares 150 Est. Cost $46.67 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $141.52 Unrealized -2.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $8.68 Unrealized +16.2%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $173.71 Unrealized +25.0%
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.77 Unrealized -9.2%
NTDOY NINTENDO 8 ADR REP ORD 0.0%
Value ($000) $7 Shares 90 Est. Cost $55.56 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.14 Unrealized +19.1%
AIRR FIRST TR EXCHANGE TRADED FD VI RBA AMERN INDL RENAISSANCE ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
SEE SEALED AIR CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $35.31 Unrealized +39.6%
NI NISOURCE INC COM USD0.01 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.34 Unrealized -2.4%
NIO NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $12.86 Unrealized +226.5%
RACE FERRARI N V EUR0.01 NEW 0.0%
Value ($000) $5 Shares 26 Est. Cost $204.03 Unrealized +2.2%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $89.66 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $5 Shares 48 Est. Cost $61.67 Unrealized +44.6%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $29.67 Unrealized +76.1%
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.0%
Value ($000) $4 Shares 19 Est. Cost $210.53 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $4 Shares 20 Est. Cost $199.27 Unrealized -8.1%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $119.49 Unrealized
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
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $3 Shares 73 Est. Cost $24.81 Unrealized +15.4%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $3 Shares 65 Est. Cost $61.54 Unrealized
EXPI EXP WORLD HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 90 Est. Cost $32.23 Unrealized +0.3%
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $3 Shares 940 Est. Cost $1.06 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $3 Shares 160 Est. Cost $19.06 Unrealized -6.7%
MELI MERCADOLIBRE INC COM USD0.001 0.0%
Value ($000) $3 Shares 2 Est. Cost $1085.04 Unrealized +35.3%
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $3 Shares 13 Est. Cost $230.77 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
ALGT ALLEGIANT TRAVEL COMPANY COM USD0.001 0.0%
Value ($000) $2 Shares 10 Est. Cost $138.29 Unrealized +56.6%
GAMCO GLOBAL GOLD NAT RES &COM SH BEN INT 0.0%
Value ($000) $2 Shares 380 Est. Cost $4.42 Unrealized
SECOND SIGHT MED PRODS INC COM NEW 0.0%
Value ($000) $2 Shares 375 Est. Cost $0.91 Unrealized
PAYSAFE LTD COM USD0.001 0.0%
Value ($000) $2 Shares 170 Est. Cost $11.76 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $192.60 Unrealized +72.9%
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.93 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 86 Est. Cost $13.33 Unrealized -11.0%
CAPITAL LINK NEXTGEN PROTOCOL ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
CRON CRONOS GROUP INC COM NPV 0.0%
Value ($000) $1 Shares 120 Est. Cost $7.65 Unrealized +8.1%
ZNOG ZION OIL &GAS INC COM 0.0%
Value ($000) $1 Shares 2,926 Est. Cost $0.41 Unrealized +26.7%
NRX PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.62 Unrealized -11.7%
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
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $37.77 Unrealized +21.3%
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 102 Est. Cost $9.80 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $46.98 Unrealized 0.0%
FMCC FEDERAL HOME LOAN MORTGAGE CORP COM NPV 0.0%
Value ($000) $1 Shares 680 Est. Cost $2.96 Unrealized -26.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $30.15 Unrealized +112.0%
IRTC IRHYTHM TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $67.85 Unrealized +16.8%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
GNLKQ GENELINK INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized +177.3%
TEKLA HEALTHCARE INVESTORS 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
GOOXF GIVOT OLAM OIL EXPLORATION ILS1 0.0%
Value ($000) $0 Shares 73 Est. Cost Unrealized
BLACKROCK CAP INVT CORP COM 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.97 Unrealized +37.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.83 Unrealized +13.2%
NIKOLA CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
CORBUS PHARMACEUTICALS HLDGS I COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $6.67 Unrealized
PRKS SEAWORLD ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.85 Unrealized +84.0%