Stonebridge Financial Planning Group, LLC Diversified Active

CIK: 0001802494 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 8, 2021

Total Value ($000): $204,430 (100.0% shares, 0.0% debt)

Holdings (413)

IWY ISHARES TR RUS TP200 GR ETF 6.7%
Value ($000) $13,616 Shares 80,800 Est. Cost $102.92 Unrealized
IYW ISHARES TRUST DJ US TECHNOLOGY 5.7%
Value ($000) $11,580 Shares 103,609 Est. Cost $122.11 Unrealized
IVV ISHARES S&P 500 3.0%
Value ($000) $6,102 Shares 13,078 Est. Cost $331.13 Unrealized
TIP ISHARES TIPS BOND ETF 3.0%
Value ($000) $6,102 Shares 47,532 Est. Cost $128.37 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 2.9%
Value ($000) $5,853 Shares 88,917 Est. Cost $103.93 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 2.8%
Value ($000) $5,802 Shares 22,594 Est. Cost $150.29 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 2.7%
Value ($000) $5,488 Shares 48,568 Est. Cost $71.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 2.6%
Value ($000) $5,369 Shares 41,131 Est. Cost $36.81 Unrealized +177.7%
IYC ISHARES TRUST US CONSUMER SERVICES ETF USD DIS 2.2%
Value ($000) $4,548 Shares 53,059 Est. Cost $107.17 Unrealized
AMZN AMAZON.COM INC 2.2%
Value ($000) $4,504 Shares 1,331 Est. Cost $92.24 Unrealized +87.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 2.1%
Value ($000) $4,376 Shares 21,128 Est. Cost $129.54 Unrealized
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 2.0%
Value ($000) $4,033 Shares 21,324 Est. Cost $164.18 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 1.9%
Value ($000) $3,911 Shares 48,615 Est. Cost $57.43 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 1.9%
Value ($000) $3,882 Shares 8,816 Est. Cost $258.12 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 1.8%
Value ($000) $3,641 Shares 67,747 Est. Cost $49.99 Unrealized
META FACEBOOK INC-CLASS A 1.7%
Value ($000) $3,411 Shares 10,287 Est. Cost $192.52 Unrealized +85.8%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 1.6%
Value ($000) $3,310 Shares 9,494 Est. Cost $261.13 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 1.6%
Value ($000) $3,280 Shares 40,684 Est. Cost $78.04 Unrealized
SOXX ISHARES PHLX SEMICONDUCTOR ETF 1.6%
Value ($000) $3,196 Shares 6,470 Est. Cost $347.55 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 1.6%
Value ($000) $3,187 Shares 27,468 Est. Cost $69.41 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 1.5%
Value ($000) $3,021 Shares 10,022 Est. Cost $189.23 Unrealized
RSPS INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP 1.4%
Value ($000) $2,945 Shares 18,455 Est. Cost $145.63 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1.4%
Value ($000) $2,800 Shares 8,823 Est. Cost $201.91 Unrealized
FAD FIRST TR MULTI CAP GROWTH ALPH COM SHS 1.2%
Value ($000) $2,367 Shares 18,292 Est. Cost $78.44 Unrealized
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 1.1%
Value ($000) $2,328 Shares 113,542 Est. Cost $19.69 Unrealized
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 1.1%
Value ($000) $2,299 Shares 22,588 Est. Cost $101.86 Unrealized
V VISA INC 1.1%
Value ($000) $2,290 Shares 11,002 Est. Cost $174.86 Unrealized +29.8%
QTEC FIRST TR NASDAQ 100 TECH INDX SHS 1.0%
Value ($000) $2,091 Shares 12,091 Est. Cost $100.11 Unrealized
FIW FIRST TRUST WATER ETF 1.0%
Value ($000) $2,061 Shares 22,660 Est. Cost $63.11 Unrealized
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND 0.9%
Value ($000) $1,890 Shares 30,841 Est. Cost $88.45 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.9%
Value ($000) $1,778 Shares 4,161 Est. Cost $312.36 Unrealized
BBH VANECK VECTORS ETF TR BIOTECH ETF 0.8%
Value ($000) $1,724 Shares 8,496 Est. Cost $170.11 Unrealized
ARCC ARES CAPITAL CORP COM 0.8%
Value ($000) $1,708 Shares 81,197 Est. Cost $10.26 Unrealized +28.7%
SDY SPDR SER TR S&P DIVID ETF 0.8%
Value ($000) $1,672 Shares 13,290 Est. Cost $107.57 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHADEX COM SHS 0.8%
Value ($000) $1,645 Shares 13,555 Est. Cost $72.58 Unrealized
MA MASTERCARD INCORPORATED CL A 0.8%
Value ($000) $1,633 Shares 4,958 Est. Cost $277.50 Unrealized +27.8%
AAPL APPLE INC COM USD0.00001 0.8%
Value ($000) $1,596 Shares 10,537 Est. Cost $97.22 Unrealized +48.0%
RPV INVESCO EXCHANGE TRADED FD TR S&P500 PUR VAL 0.8%
Value ($000) $1,583 Shares 19,409 Est. Cost $76.21 Unrealized
VPU VANGUARD UTILITIES ETF 0.7%
Value ($000) $1,513 Shares 10,318 Est. Cost $140.71 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.7%
Value ($000) $1,491 Shares 6,743 Est. Cost $178.37 Unrealized +16.5%
NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF 0.7%
Value ($000) $1,419 Shares 17,941 Est. Cost $64.81 Unrealized
IYK ISHARES DOW JONES US CONSUMER GOODS SECTOR IDX FD 0.7%
Value ($000) $1,399 Shares 7,419 Est. Cost $133.91 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.7%
Value ($000) $1,371 Shares 8,900 Est. Cost $134.70 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.6%
Value ($000) $1,302 Shares 25,055 Est. Cost $39.84 Unrealized
FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD 0.6%
Value ($000) $1,245 Shares 49,805 Est. Cost $23.01 Unrealized
GRID FIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE 0.6%
Value ($000) $1,231 Shares 11,855 Est. Cost $103.84 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.6%
Value ($000) $1,181 Shares 21,769 Est. Cost $54.25 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,010 Shares 344 Est. Cost $69.36 Unrealized +97.3%
FNY FIRST TR EXCH TRADED ALPHADEX FD II MID CAP GROWTH ALPHADEX FD 0.5%
Value ($000) $950 Shares 12,030 Est. Cost $50.62 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.5%
Value ($000) $924 Shares 3,052 Est. Cost $159.97 Unrealized +56.8%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.4%
Value ($000) $912 Shares 60,515 Est. Cost $15.03 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $888 Shares 10,012 Est. Cost $54.61 Unrealized +41.7%
IYM ISHARES TRUST DJ US BAS 0.4%
Value ($000) $844 Shares 6,192 Est. Cost $126.95 Unrealized
OWL ROCK CAPITAL CORPORATION II ADVISORY 0.4%
Value ($000) $806 Shares 89,936 Est. Cost $8.29 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.4%
Value ($000) $804 Shares 14,801 Est. Cost $41.90 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.4%
Value ($000) $794 Shares 2,471 Est. Cost $277.40 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.4%
Value ($000) $788 Shares 2,596 Est. Cost $245.12 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $776 Shares 2,103 Est. Cost $255.95 Unrealized +15.1%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.4%
Value ($000) $772 Shares 36,477 Est. Cost $14.74 Unrealized
IYF ISHARES TRUST DJ US FINANCIAL 0.4%
Value ($000) $766 Shares 8,484 Est. Cost $101.75 Unrealized
PSK SPDR SER TR WELLS FG PFD ETF 0.4%
Value ($000) $719 Shares 16,613 Est. Cost $43.87 Unrealized
XSD SPDR SER TR S&P SEMICNDCTR 0.4%
Value ($000) $719 Shares 3,085 Est. Cost $107.30 Unrealized
MFS CHARTER INCOME TRUST 0.4%
Value ($000) $716 Shares 82,791 Est. Cost $8.42 Unrealized
FIDU FIDELITY MSCI INDL INDEX ETF 0.3%
Value ($000) $706 Shares 12,570 Est. Cost $54.95 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $689 Shares 235 Est. Cost $77.12 Unrealized +75.1%
PJP INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS 0.3%
Value ($000) $669 Shares 8,195 Est. Cost $67.19 Unrealized
HTEC EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR 0.3%
Value ($000) $660 Shares 13,580 Est. Cost $44.07 Unrealized
PRN INVESCO EXCHANGE TRADED FD TR DWA INDLS MUMT 0.3%
Value ($000) $639 Shares 5,465 Est. Cost $101.30 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 0.3%
Value ($000) $616 Shares 10,293 Est. Cost $60.09 Unrealized
MRNA MODERNA INC COM 0.3%
Value ($000) $609 Shares 1,760 Est. Cost $65.99 Unrealized +458.9%
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $600 Shares 2,960 Est. Cost $172.69 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.3%
Value ($000) $592 Shares 7,579 Est. Cost $61.37 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.3%
Value ($000) $587 Shares 5,257 Est. Cost $132.33 Unrealized
ESGV VANGUARD WORLD FD ESG US STK ETF 0.3%
Value ($000) $586 Shares 6,735 Est. Cost $72.44 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND 0.3%
Value ($000) $562 Shares 5,167 Est. Cost $102.58 Unrealized
FXG FIRST TR EXCHANGE TRADED FD II CONSUMER STAPLES ALPHADEX FD ANNUAL 0.3%
Value ($000) $520 Shares 8,800 Est. Cost $50.18 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $453 Shares 4,715 Est. Cost $74.18 Unrealized +12.3%
GLADSTONE LD CORP PFD SER B 6 (Call Date 06/01/22) 0.2%
Value ($000) $450 Shares 17,195 Est. Cost $25.01 Unrealized
XBI SPDR SER TR S&P BIOTECH 0.2%
Value ($000) $448 Shares 3,338 Est. Cost $120.83 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $440 Shares 1,317 Est. Cost $142.41 Unrealized +97.1%
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND 0.2%
Value ($000) $434 Shares 14,705 Est. Cost $25.51 Unrealized
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.2%
Value ($000) $428 Shares 2,545 Est. Cost $108.00 Unrealized +48.1%
XRT SPDR SER TR S&P RETAIL ETF 0.2%
Value ($000) $423 Shares 4,200 Est. Cost $45.96 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $423 Shares 614 Est. Cost $40.72 Unrealized +35.2%
JNJ JOHNSON &JOHNSON COM USD1.00 0.2%
Value ($000) $417 Shares 2,527 Est. Cost $115.47 Unrealized +30.1%
ICLN ISHARES TR GL CLEAN ENE ETF 0.2%
Value ($000) $416 Shares 16,835 Est. Cost $24.10 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $415 Shares 2,438 Est. Cost $158.45 Unrealized +9.9%
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $414 Shares 2,400 Est. Cost $85.93 Unrealized +77.5%
FMB FIRST TR EXCH TRADED FD III MANAGD MUN ETF 0.2%
Value ($000) $394 Shares 6,959 Est. Cost $54.32 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $389 Shares 5,810 Est. Cost $64.16 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $386 Shares 1,425 Est. Cost $148.85 Unrealized +73.4%
FVD FIRST TR VALUE LINE DIVID INDE SHS 0.2%
Value ($000) $379 Shares 9,103 Est. Cost $33.66 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
QLD PROSHARES ULTRA QQQ 0.2%
Value ($000) $359 Shares 4,100 Est. Cost $92.52 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.2%
Value ($000) $358 Shares 2,105 Est. Cost $162.27 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $351 Shares 767 Est. Cost $244.66 Unrealized +57.3%
EATON VANCE TAX-MANAGED GLOBAL COM 0.2%
Value ($000) $331 Shares 31,095 Est. Cost $8.78 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $327 Shares 4,220 Est. Cost $115.20 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.2%
Value ($000) $316 Shares 6,250 Est. Cost $42.45 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.2%
Value ($000) $312 Shares 4,000 Est. Cost $49.93 Unrealized
EDOW FIRST TR EXCHANGE TRADED FD DOW 30 EQL WGT 0.2%
Value ($000) $310 Shares 9,818 Est. Cost $27.85 Unrealized
SRVR PACER FDS TR BNCHMRK INFRA 0.2%
Value ($000) $309 Shares 7,485 Est. Cost $34.89 Unrealized
CIM COML TR CORP PFD 5.50000 (Call Date 10/20/22) 0.1%
Value ($000) $305 Shares 12,195 Est. Cost $25.01 Unrealized
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.1%
Value ($000) $300 Shares 6,550 Est. Cost $46.05 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.1%
Value ($000) $284 Shares 1,980 Est. Cost $139.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.1%
Value ($000) $271 Shares 938 Est. Cost $216.01 Unrealized +30.0%
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD 0.1%
Value ($000) $267 Shares 5,500 Est. Cost $34.07 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD 0.1%
Value ($000) $249 Shares 5,199 Est. Cost $47.82 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 0.1%
Value ($000) $247 Shares 2,315 Est. Cost $86.27 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $240 Shares 2,700 Est. Cost $72.53 Unrealized +16.1%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $237 Shares 602 Est. Cost $216.03 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.1%
Value ($000) $228 Shares 931 Est. Cost $158.95 Unrealized
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND 0.1%
Value ($000) $225 Shares 10,014 Est. Cost $18.00 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.1%
Value ($000) $225 Shares 1,010 Est. Cost $143.91 Unrealized +35.2%
JLL JONES LANG LASALLE INC COM USD0.01 0.1%
Value ($000) $223 Shares 842 Est. Cost $156.86 Unrealized +45.5%
FEMS FIRST TR EXCHANGE TRADED ALPHADEX FD II EMERGING MARKETS SMALL CAP ALPHADEX FD 0.1%
Value ($000) $220 Shares 5,315 Est. Cost $45.39 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $219 Shares 3,503 Est. Cost $48.90 Unrealized +11.8%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $216 Shares 903 Est. Cost $211.12 Unrealized
VTI VANGUARD IDX FUND 0.1%
Value ($000) $215 Shares 895 Est. Cost $164.02 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $210 Shares 1,837 Est. Cost $114.58 Unrealized
FTXR FIRST TR EXCHANGE-TRADED FD VI NASDAQ TRANSN 0.1%
Value ($000) $208 Shares 5,950 Est. Cost $34.96 Unrealized
MCD MCDONALD S CORP 0.1%
Value ($000) $200 Shares 800 Est. Cost $171.88 Unrealized +25.6%
PIO INVESCO EXCH TRADED FD TR II GLOBAL WATER 0.1%
Value ($000) $198 Shares 4,723 Est. Cost $29.24 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.1%
Value ($000) $198 Shares 800 Est. Cost $141.82 Unrealized
AIVL WISDOMTREE TR US DIVID EX FNCL 0.1%
Value ($000) $194 Shares 1,980 Est. Cost $92.55 Unrealized
PLUG PLUG POWER INC 0.1%
Value ($000) $190 Shares 4,750 Est. Cost $50.32 Unrealized -46.8%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $186 Shares 1,283 Est. Cost $106.18 Unrealized +19.9%
FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS 0.1%
Value ($000) $179 Shares 2,625 Est. Cost $65.20 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $178 Shares 7,100 Est. Cost $25.07 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.1%
Value ($000) $174 Shares 2,130 Est. Cost $82.36 Unrealized
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $173 Shares 6,935 Est. Cost $24.95 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $168 Shares 3,556 Est. Cost $47.18 Unrealized +2.7%
RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV 0.1%
Value ($000) $168 Shares 3,300 Est. Cost $49.07 Unrealized
CSM PROSHARES TR LARGE CAP CRE 0.1%
Value ($000) $167 Shares 1,544 Est. Cost $76.99 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $163 Shares 1,640 Est. Cost $98.18 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $162 Shares 950 Est. Cost $108.40 Unrealized +29.4%
FXL FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD 0.1%
Value ($000) $162 Shares 1,204 Est. Cost $72.17 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.1%
Value ($000) $159 Shares 1,200 Est. Cost $80.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $153 Shares 2,889 Est. Cost $42.74 Unrealized -1.0%
TSLA TESLA INC COM 0.1%
Value ($000) $152 Shares 125 Est. Cost $118.38 Unrealized +98.8%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $151 Shares 845 Est. Cost $100.85 Unrealized +54.0%
PEJ INVESCO EXCHANGE TRADED FD TR DYNMC LEISURE 0.1%
Value ($000) $148 Shares 2,875 Est. Cost $50.22 Unrealized
FYT FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD 0.1%
Value ($000) $147 Shares 2,745 Est. Cost $50.96 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $137 Shares 1,517 Est. Cost $48.28 Unrealized
PSI INVESCO EXCHANGE TRADED FD TR DYNMC SEMICNDT 0.1%
Value ($000) $135 Shares 950 Est. Cost $83.03 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD VI NASDQ ARTFCIAL 0.1%
Value ($000) $129 Shares 2,245 Est. Cost $56.91 Unrealized
AZN ASTRAZENECA ADR REP 0.5 ORD 0.1%
Value ($000) $128 Shares 2,000 Est. Cost $50.00 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $125 Shares 835 Est. Cost $36.96 Unrealized +23.0%
ARKW ARK ETF TR NEXT GNRTN INTER 0.1%
Value ($000) $117 Shares 730 Est. Cost $150.80 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) $114 Shares 2,255 Est. Cost $51.67 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $113 Shares 930 Est. Cost $116.13 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $113 Shares 490 Est. Cost $177.50 Unrealized +59.5%
FYC FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD 0.1%
Value ($000) $113 Shares 1,430 Est. Cost $60.08 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $109 Shares 430 Est. Cost $145.92 Unrealized +76.0%
BA BOEING CO COM USD5.00 0.1%
Value ($000) $109 Shares 509 Est. Cost $282.36 Unrealized -21.0%
ETF MANAGERS TR PRIME CYBR SCRTY 0.1%
Value ($000) $109 Shares 1,650 Est. Cost $41.59 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $108 Shares 376 Est. Cost $168.57 Unrealized +38.5%
TGT TARGET CORP 0.1%
Value ($000) $107 Shares 410 Est. Cost $105.42 Unrealized +108.6%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $107 Shares 970 Est. Cost $93.87 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $106 Shares 2,000 Est. Cost $40.49 Unrealized +26.9%
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
DHS WISDOMTREE TR US HIGH DIVIDEND 0.1%
Value ($000) $104 Shares 1,300 Est. Cost $76.92 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $101 Shares 450 Est. Cost $145.94 Unrealized +44.2%
IXG ISHARES S&P GLOBAL FINANCIALS SECTOR INDEX FUND 0.0%
Value ($000) $101 Shares 1,200 Est. Cost $73.64 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $100 Shares 1,565 Est. Cost $46.26 Unrealized +4.7%
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $100 Shares 4,000 Est. Cost $25.05 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $99 Shares 300 Est. Cost $18.82 Unrealized +207.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $98 Shares 700 Est. Cost $102.94 Unrealized +33.1%
DEUTSCHE BK AG LONDON BRH ETN DJ HY 0.00000 11/14/2022 CALLABLE 0.0%
Value ($000) $98 Shares 4,240 Est. Cost $25.92 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.0%
Value ($000) $95 Shares 3,787 Est. Cost $25.01 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD VI INDXX INOVTV ETF 0.0%
Value ($000) $95 Shares 2,125 Est. Cost $40.94 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $77.58 Unrealized -3.1%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $92 Shares 1,850 Est. Cost $50.12 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $92 Shares 2,050 Est. Cost $26.96 Unrealized +32.3%
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.0%
Value ($000) $90 Shares 2,900 Est. Cost $29.08 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $90 Shares 622 Est. Cost $48.59 Unrealized +106.5%
T AT&T INC COM USD1 0.0%
Value ($000) $88 Shares 3,503 Est. Cost $17.41 Unrealized -7.7%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $87 Shares 175 Est. Cost $51.72 Unrealized +35.8%
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $86 Shares 1,200 Est. Cost $102.86 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $85 Shares 325 Est. Cost $233.94 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $84 Shares 830 Est. Cost $90.18 Unrealized
AEE AMEREN CORP COM USD0.01 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $63.64 Unrealized +17.6%
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
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.0%
Value ($000) $79 Shares 1,315 Est. Cost $53.24 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.0%
Value ($000) $78 Shares 786 Est. Cost $99.80 Unrealized
FXD FIRST TR EXCHANGE TRADED FD II CONSUMER DISCRETIONARY 0.0%
Value ($000) $78 Shares 1,225 Est. Cost $45.51 Unrealized
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $76 Shares 1,357 Est. Cost $45.85 Unrealized +7.8%
PEP PEPSICO INC 0.0%
Value ($000) $74 Shares 450 Est. Cost $112.77 Unrealized +19.7%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $73 Shares 450 Est. Cost $182.05 Unrealized -24.6%
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $71 Shares 435 Est. Cost $137.93 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $68 Shares 1,397 Est. Cost $26.52 Unrealized +36.1%
MRK MERCK &CO. INC COM 0.0%
Value ($000) $67 Shares 750 Est. Cost $67.55 Unrealized -2.1%
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $66 Shares 400 Est. Cost $142.86 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $66 Shares 535 Est. Cost $90.17 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $65 Shares 391 Est. Cost $137.06 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $64 Shares 500 Est. Cost $75.30 Unrealized +50.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $64 Shares 100 Est. Cost $298.40 Unrealized +81.8%
CIM COML TR CORP PFD SER A 0.0%
Value ($000) $64 Shares 2,550 Est. Cost $25.10 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $49.14 Unrealized +9.6%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $61 Shares 230 Est. Cost $11.62 Unrealized +78.3%
TU TELUS CORPORATION COM 0.0%
Value ($000) $59 Shares 2,600 Est. Cost $18.52 Unrealized +21.7%
SNA SNAP-ON INC 0.0%
Value ($000) $58 Shares 275 Est. Cost $138.76 Unrealized +42.4%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $58 Shares 300 Est. Cost $94.88 Unrealized +68.9%
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $58 Shares 2,310 Est. Cost $25.11 Unrealized
CYBERARK SOFTWARE LTD COM ILS0.01 0.0%
Value ($000) $57 Shares 315 Est. Cost $117.46 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $57 Shares 500 Est. Cost $89.68 Unrealized -7.1%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $56 Shares 665 Est. Cost $74.24 Unrealized +0.1%
KO COCA-COLA CO 0.0%
Value ($000) $56 Shares 990 Est. Cost $44.66 Unrealized +9.3%
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $56 Shares 675 Est. Cost $77.04 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD VI NASDQ SEMCNDTR 0.0%
Value ($000) $56 Shares 760 Est. Cost $55.96 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.0%
Value ($000) $56 Shares 2,400 Est. Cost $15.00 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF 0.0%
Value ($000) $55 Shares 954 Est. Cost $52.41 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $55 Shares 231 Est. Cost $149.35 Unrealized +30.7%
TJX TJX COMPANIES INC 0.0%
Value ($000) $55 Shares 800 Est. Cost $54.60 Unrealized +19.9%
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $53 Shares 2,100 Est. Cost $24.76 Unrealized
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $53 Shares 1,265 Est. Cost $42.13 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
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $51.81 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.0%
Value ($000) $49 Shares 300 Est. Cost $93.33 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $49 Shares 97 Est. Cost $275.44 Unrealized +51.8%
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV 0.0%
Value ($000) $49 Shares 500 Est. Cost $68.57 Unrealized
RFG INVESCO EXCHANGE TRADED FD TR S&P MDCP400 PR 0.0%
Value ($000) $49 Shares 200 Est. Cost $155.00 Unrealized
FPWR FIRST TR EXCHANGE-TRADED FD IV EIP CARBON IMP 0.0%
Value ($000) $48 Shares 1,955 Est. Cost $24.55 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF 0.0%
Value ($000) $46 Shares 1,500 Est. Cost $29.60 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $46 Shares 1,020 Est. Cost $24.50 Unrealized +68.3%
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.0%
Value ($000) $46 Shares 500 Est. Cost $85.62 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value ($000) $45 Shares 150 Est. Cost $197.04 Unrealized +25.3%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $45 Shares 397 Est. Cost $100.76 Unrealized
LLY ELI LILLY AND CO 0.0%
Value ($000) $45 Shares 170 Est. Cost $116.04 Unrealized +103.9%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $42.21 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value ($000) $44 Shares 588 Est. Cost $121.03 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $43 Shares 530 Est. Cost $67.92 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.0%
Value ($000) $43 Shares 1,550 Est. Cost $27.74 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $43 Shares 500 Est. Cost $61.77 Unrealized +16.3%
PFFD GLOBAL X FDS US PFD ETF 0.0%
Value ($000) $41 Shares 1,580 Est. Cost $26.03 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.0%
Value ($000) $41 Shares 89 Est. Cost $322.58 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $40 Shares 609 Est. Cost $40.26 Unrealized +12.1%
MMM 3M CO 0.0%
Value ($000) $40 Shares 221 Est. Cost $107.82 Unrealized +27.4%
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $38 Shares 593 Est. Cost $47.69 Unrealized -11.2%
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
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.0%
Value ($000) $37 Shares 509 Est. Cost $66.80 Unrealized
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $37 Shares 300 Est. Cost $70.68 Unrealized +40.5%
IYT ISHARES TRUST TRANSPORTATION AVERAGE ETF FD 0.0%
Value ($000) $37 Shares 135 Est. Cost $194.61 Unrealized
FLS FLOWSERVE CORP COM USD1.25 0.0%
Value ($000) $37 Shares 1,105 Est. Cost $41.52 Unrealized -14.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $36 Shares 300 Est. Cost $92.57 Unrealized +22.6%
ACN ACCENTURE PLC 0.0%
Value ($000) $36 Shares 100 Est. Cost $178.42 Unrealized +71.2%
VLVLY VOLVO(AB) UNSP ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $12.67 Unrealized
LNNGY LI NING COMPANY LIMITED UNSPONSORD ADR 0.0%
Value ($000) $35 Shares 125 Est. Cost $72.00 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $35 Shares 200 Est. Cost $185.28 Unrealized -17.6%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $35 Shares 100 Est. Cost $266.89 Unrealized +6.6%
FDL FIRST TR MORNINGSTAR DIVID LEA SHS 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $32.63 Unrealized
IWX ISHARES TR RUS TP200 VL ETF 0.0%
Value ($000) $34 Shares 485 Est. Cost $58.28 Unrealized
NSRGF NESTLE SA CHF0.10 (REGD) 0.0%
Value ($000) $34 Shares 250 Est. Cost $89.22 Unrealized +24.7%
IXP ISHARES TR GBL COMM SVC ETF 0.0%
Value ($000) $33 Shares 390 Est. Cost $61.54 Unrealized
LAD LITHIA MTRS INC CL A 0.0%
Value ($000) $33 Shares 100 Est. Cost $150.27 Unrealized +131.7%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $33 Shares 269 Est. Cost $90.86 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.0%
Value ($000) $33 Shares 257 Est. Cost $102.94 Unrealized +8.9%
SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 0.0%
Value ($000) $33 Shares 500 Est. Cost $42.00 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $33 Shares 700 Est. Cost $32.19 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $33 Shares 125 Est. Cost $92.65 Unrealized
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $32 Shares 200 Est. Cost $119.29 Unrealized +18.8%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $31 Shares 210 Est. Cost $147.62 Unrealized
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS 0.0%
Value ($000) $30 Shares 325 Est. Cost $52.31 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $45.86 Unrealized +19.6%
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND 0.0%
Value ($000) $29 Shares 150 Est. Cost $134.66 Unrealized
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) $29 Shares 270 Est. Cost $100.00 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $29 Shares 200 Est. Cost $54.36 Unrealized +140.3%
GNRC GENERAC HLDGS INC COM USD0.01 0.0%
Value ($000) $29 Shares 63 Est. Cost $312.83 Unrealized +36.9%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 215 Est. Cost $134.62 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $95.83 Unrealized +33.1%
C CITIGROUP INC 0.0%
Value ($000) $28 Shares 400 Est. Cost $58.65 Unrealized +1.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $28 Shares 354 Est. Cost $74.57 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $28 Shares 339 Est. Cost $67.48 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $28 Shares 80 Est. Cost $244.52 Unrealized +32.6%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $28 Shares 100 Est. Cost $207.56 Unrealized +38.8%
BSCQ INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB 0.0%
Value ($000) $27 Shares 1,283 Est. Cost $21.04 Unrealized
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $27 Shares 375 Est. Cost $105.59 Unrealized -30.4%
CWB SPDR SER TR BLMBRG BRC CNVRT 0.0%
Value ($000) $27 Shares 300 Est. Cost $56.67 Unrealized
CSX CSX CORP COM USD1 0.0%
Value ($000) $27 Shares 750 Est. Cost $27.83 Unrealized +8.3%
ACM AECOM 0.0%
Value ($000) $27 Shares 398 Est. Cost $62.86 Unrealized -2.6%
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 (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
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $26 Shares 1,052 Est. Cost $24.71 Unrealized
GLW CORNING INC 0.0%
Value ($000) $26 Shares 700 Est. Cost $22.10 Unrealized +59.7%
DE DEERE & CO 0.0%
Value ($000) $26 Shares 75 Est. Cost $157.96 Unrealized +114.8%
NI NISOURCE INC COM USD0.01 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $21.72 Unrealized -0.7%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.0%
Value ($000) $24 Shares 175 Est. Cost $124.59 Unrealized -7.3%
ETSY ETSY INC COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $60.81 Unrealized +233.5%
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $32.22 Unrealized +103.4%
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $22 Shares 295 Est. Cost $68.41 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.0%
Value ($000) $22 Shares 400 Est. Cost $54.40 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $22.00 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $104.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $19 Shares 135 Est. Cost $82.19 Unrealized +56.8%
LVHD LEGG MASON ETF INVT TR L VOL H DIV ETF 0.0%
Value ($000) $19 Shares 500 Est. Cost $31.14 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $19 Shares 23 Est. Cost $539.98 Unrealized +41.1%
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $19 Shares 100 Est. Cost $150.00 Unrealized
DFAX DIMENSIONAL ETF TRUST WORLD EX US CORE 0.0%
Value ($000) $19 Shares 699 Est. Cost $27.18 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $40.98 Unrealized +20.3%
RCL ROYAL CARIBBEAN GROUP COM USD0.01 0.0%
Value ($000) $18 Shares 200 Est. Cost $112.81 Unrealized -29.5%
FCTR FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 0.0%
Value ($000) $18 Shares 500 Est. Cost $22.00 Unrealized
QQEW FIRST TRUST PORTFOLIOS FUNDS FIRST TRUST NASDQ 100 EQ WEI 0.0%
Value ($000) $18 Shares 150 Est. Cost $72.73 Unrealized
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $18 Shares 150 Est. Cost $65.48 Unrealized +48.5%
ESG FLEXSHARES STOXX US ESG SELECT INDEX FUND 0.0%
Value ($000) $17 Shares 151 Est. Cost $106.67 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $17 Shares 230 Est. Cost $73.91 Unrealized
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $17 Shares 175 Est. Cost $86.53 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $10.37 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $16 Shares 25 Est. Cost $294.23 Unrealized +113.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.00 Unrealized
SUSA ISHARES TR MSCI USA ESG SLC 0.0%
Value ($000) $16 Shares 150 Est. Cost $100.00 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $85.83 Unrealized +45.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $15 Shares 355 Est. Cost $40.55 Unrealized -2.1%
SYY SYSCO CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $68.51 Unrealized -1.1%
O REALTY INCOME CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.85 Unrealized +3.8%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 130 Est. Cost $84.62 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $14 Shares 175 Est. Cost $63.79 Unrealized -4.0%
QUIDEL CORP 0.0%
Value ($000) $14 Shares 100 Est. Cost $90.00 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $14 Shares 600 Est. Cost $43.87 Unrealized -47.0%
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $48.57 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $14 Shares 225 Est. Cost $53.33 Unrealized
ATO ATMOS ENERGY CORP COM NPV 0.0%
Value ($000) $14 Shares 150 Est. Cost $94.23 Unrealized -8.1%
W WAYFAIR INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $93.29 Unrealized +202.3%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $97.95 Unrealized +3.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.78 Unrealized +6.2%
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 0.0%
Value ($000) $13 Shares 80 Est. Cost $101.70 Unrealized +32.4%
ISCV ISHARES TR MRNING SM CP ETF 0.0%
Value ($000) $12 Shares 195 Est. Cost $96.51 Unrealized
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 +5.3%
SJNK SPDR SER TR BLOOMBERG SRT TR 0.0%
Value ($000) $11 Shares 413 Est. Cost $26.95 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $11 Shares 110 Est. Cost $50.21 Unrealized +69.7%
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
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.88 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $11 Shares 200 Est. Cost $35.00 Unrealized
BBBY OVERSTOCK.COM INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $74.93 Unrealized +1.7%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $10 Shares 201 Est. Cost $49.09 Unrealized -4.3%
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.0%
Value ($000) $10 Shares 70 Est. Cost $128.57 Unrealized
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $10 Shares 100 Est. Cost $57.78 Unrealized +25.5%
IYZ ISHARES TR US TELECOM ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
VSGX VANGUARD WORLD FD ESG INTL STK ETF 0.0%
Value ($000) $10 Shares 155 Est. Cost $64.52 Unrealized
FUTY FIDELITY MSCI UTILS INDEX ETF 0.0%
Value ($000) $10 Shares 230 Est. Cost $43.48 Unrealized
WW INTL INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $38.00 Unrealized
DTEC ALPS ETF TR DISRUPTIVE TECH 0.0%
Value ($000) $9 Shares 180 Est. Cost $27.78 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $8.68 Unrealized +18.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $189.71 Unrealized -23.3%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $9 Shares 280 Est. Cost $26.57 Unrealized +22.1%
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.0%
Value ($000) $9 Shares 55 Est. Cost $200.00 Unrealized
KNGZ FIRST TR EXCHANGE-TRADED FD VI US EQTY DIVI 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $9 Shares 594 Est. Cost $15.66 Unrealized -2.0%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $12.73 Unrealized +33.6%
IJH ISHARES S&P MIDCAP 400 INDEX FUND 0.0%
Value ($000) $9 Shares 30 Est. Cost $261.90 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $173.71 Unrealized +53.6%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $177.44 Unrealized +13.2%
XLF SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.57 Unrealized
AMC ENTERTAINMENT HOLDINGS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.00 Unrealized
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $8 Shares 23 Est. Cost $151.61 Unrealized +69.7%
PKB INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON 0.0%
Value ($000) $8 Shares 150 Est. Cost $46.67 Unrealized
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.77 Unrealized -10.8%
RACE FERRARI N V EUR0.01 NEW 0.0%
Value ($000) $7 Shares 26 Est. Cost $204.03 Unrealized +5.2%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.0%
Value ($000) $7 Shares 20 Est. Cost $334.90 Unrealized -4.2%
AIRR FIRST TR EXCHANGE TRADED FD VI RBA AMERN INDL RENAISSANCE ETF 0.0%
Value ($000) $7 Shares 150 Est. Cost $40.00 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $7 Shares 48 Est. Cost $145.83 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $7 Shares 48 Est. Cost $61.67 Unrealized +78.7%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $7 Shares 38 Est. Cost $179.69 Unrealized +10.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.59 Unrealized +57.2%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $141.52 Unrealized -0.6%
FIXD FIRST TRUST TCW OPP FIXED IN 0.0%
Value ($000) $7 Shares 125 Est. Cost $55.79 Unrealized
SEE SEALED AIR CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $35.31 Unrealized +50.9%
CION CION INVT CORP COM 0.0%
Value ($000) $6 Shares 478 Est. Cost $12.55 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.00 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.14 Unrealized +15.3%
ASTRA SPACE INC COM CL A 0.0%
Value ($000) $6 Shares 555 Est. Cost $10.81 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $5 Shares 156 Est. Cost $35.09 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $89.66 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $12.86 Unrealized +294.4%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
NTDOY NINTENDO 8 ADR REP ORD 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.56 Unrealized
FNK FIRST TR EXCH TRADED ALPHADEX FD II MID CAP VALUE ALPHADEX FD 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.65 Unrealized
FXR FIRST TR EXCHANGE TRADED FD II INDLS PROD DURABL ALPHADEX FD ANNUAL 0.0%
Value ($000) $5 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
ERIC ERICSSON SPON ADR REP 1 CL B ORD 0.0%
Value ($000) $4 Shares 395 Est. Cost $8.92 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $119.49 Unrealized
RELIEF THERAPEUTICS HLDG AG NA 0.0%
Value ($000) $4 Shares 45,780 Est. Cost $0.20 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $4 Shares 20 Est. Cost $199.27 Unrealized +10.6%
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $3 Shares 13 Est. Cost $230.77 Unrealized
ALABAMA POWER CO 4.60000 PFD 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
FXN FIRST TR EXCHANGE TRADED FD II ENERGY ALPHADEX FD ANNUAL 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $3 Shares 65 Est. Cost $61.54 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $3 Shares 160 Est. Cost $19.06 Unrealized -19.4%
AIA ISHARES TR ASIA 50 ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $57.14 Unrealized
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $3 Shares 75 Est. Cost $26.93 Unrealized -2.4%
ALGT ALLEGIANT TRAVEL COMPANY COM USD0.001 0.0%
Value ($000) $2 Shares 10 Est. Cost $138.29 Unrealized +34.1%
GAMCO GLOBAL GOLD NAT RES &COM SH BEN INT 0.0%
Value ($000) $1 Shares 380 Est. Cost $4.42 Unrealized
PAYSAFE LTD COM USD0.001 0.0%
Value ($000) $1 Shares 170 Est. Cost $11.76 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 86 Est. Cost $13.33 Unrealized -12.1%
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
CAPITAL LINK NEXTGEN PROTOCOL ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VIII VEST US EQTY BUF 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $46.98 Unrealized -4.1%
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 102 Est. Cost $9.80 Unrealized
FMCC FEDERAL HOME LOAN MORTGAGE CORP COM NPV 0.0%
Value ($000) $1 Shares 680 Est. Cost $2.96 Unrealized -65.0%
CRON CRONOS GROUP INC COM NPV 0.0%
Value ($000) $1 Shares 120 Est. Cost $7.65 Unrealized -11.2%
PRKS SEAWORLD ENTERTAINMENT INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $28.85 Unrealized +74.5%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $37.77 Unrealized +30.3%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.83 Unrealized +4.8%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.97 Unrealized +57.3%
ZNOG ZION OIL &GAS INC COM 0.0%
Value ($000) $0 Shares 2,926 Est. Cost $0.41 Unrealized -29.9%
NIKOLA CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
GOOXF GIVOT OLAM OIL EXPLORATION ILS1 0.0%
Value ($000) $0 Shares 73 Est. Cost Unrealized
GNLKQ GENELINK INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized +78.4%