Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $176,968 (100.0% shares, 0.0% debt)

Holdings (285)

SCHP SCHWAB U.S. TIPS ETF 12.2%
Value ($000) $21,539 Shares 342,484 Est. Cost $59.95 Unrealized
AVGO BROADCOM INC COM 5.5%
Value ($000) $9,807 Shares 14,738 Est. Cost $26.66 Unrealized +94.2%
INFY INFOSYS LTD SPONSORED ADR 4.9%
Value ($000) $8,591 Shares 339,430 Est. Cost $11.46 Unrealized
PFE PFIZER INC COM 4.3%
Value ($000) $7,560 Shares 128,019 Est. Cost $29.52 Unrealized +36.3%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4.2%
Value ($000) $7,430 Shares 125,353 Est. Cost $58.93 Unrealized
FAF FIRST AMERN FINL CORP COM 3.5%
Value ($000) $6,159 Shares 78,725 Est. Cost $50.22 Unrealized +28.2%
FAST FASTENAL CO COM 3.4%
Value ($000) $6,091 Shares 95,088 Est. Cost $16.69 Unrealized +59.7%
TXN TEXAS INSTRS INC COM 3.4%
Value ($000) $6,002 Shares 31,846 Est. Cost $108.23 Unrealized +57.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 3.3%
Value ($000) $5,918 Shares 51,994 Est. Cost $78.95 Unrealized
NTAP NETAPP INC COM 3.2%
Value ($000) $5,660 Shares 61,527 Est. Cost $45.49 Unrealized +79.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 3.0%
Value ($000) $5,268 Shares 51,447 Est. Cost $72.53 Unrealized
PREMIER INC CL A 2.9%
Value ($000) $5,208 Shares 126,496 Est. Cost $34.67 Unrealized
ABBV ABBVIE INC COM 2.9%
Value ($000) $5,197 Shares 38,386 Est. Cost $66.77 Unrealized +52.3%
NVO NOVO-NORDISK A S ADR 2.9%
Value ($000) $5,123 Shares 45,739 Est. Cost $62.86 Unrealized
UPBD RENT A CTR INC NEW COM 2.6%
Value ($000) $4,639 Shares 96,557 Est. Cost $50.05 Unrealized -0.1%
MRK MERCK & CO INC COM 2.5%
Value ($000) $4,500 Shares 58,712 Est. Cost $63.86 Unrealized +9.4%
ADP AUTOMATIC DATA PROCESSING INC COM 2.5%
Value ($000) $4,439 Shares 18,003 Est. Cost $134.16 Unrealized +54.5%
SCHM SCHWAB U.S. MID-CAP ETF 2.4%
Value ($000) $4,332 Shares 53,858 Est. Cost $58.07 Unrealized
CTRA COTERRA ENERGY INC COM 2.4%
Value ($000) $4,202 Shares 221,141 Est. Cost $16.87 Unrealized 0.0%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.4%
Value ($000) $4,184 Shares 60,157 Est. Cost $67.62 Unrealized
CHCO CITY HLDG CO COM 2.0%
Value ($000) $3,558 Shares 43,499 Est. Cost $64.36 Unrealized +10.3%
HRB BLOCK H & R INC COM 2.0%
Value ($000) $3,486 Shares 147,948 Est. Cost $17.10 Unrealized +24.7%
EIG EMPLOYERS HLDGS INC COM 1.7%
Value ($000) $3,061 Shares 73,983 Est. Cost $33.97 Unrealized +0.7%
T AT&T INC COM 1.6%
Value ($000) $2,875 Shares 116,875 Est. Cost $17.88 Unrealized -18.0%
COLB COLUMBIA BKG SYS INC COM 1.4%
Value ($000) $2,531 Shares 77,339 Est. Cost $29.02 Unrealized -4.4%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 1.4%
Value ($000) $2,456 Shares 112,507 Est. Cost $21.70 Unrealized
STRA STRATEGIC ED INC COM 1.4%
Value ($000) $2,435 Shares 42,103 Est. Cost $76.37 Unrealized -27.5%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.5%
Value ($000) $945 Shares 24,313 Est. Cost $33.21 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.5%
Value ($000) $887 Shares 21,668 Est. Cost $33.23 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $842 Shares 28,440 Est. Cost $27.51 Unrealized
AAPL APPLE INC COM 0.4%
Value ($000) $694 Shares 3,906 Est. Cost $100.18 Unrealized +54.4%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $649 Shares 7,250 Est. Cost $81.13 Unrealized
AA ALCOA CORP COM 0.3%
Value ($000) $528 Shares 8,866 Est. Cost $33.34 Unrealized +43.7%
CUBI CUSTOMERS BANCORP INC COM 0.3%
Value ($000) $485 Shares 7,415 Est. Cost $35.98 Unrealized +52.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $472 Shares 1,580 Est. Cost $216.75 Unrealized +32.1%
SANTANDER CONSUMER USA HLDGS I COM 0.2%
Value ($000) $405 Shares 9,635 Est. Cost $35.40 Unrealized
LPX LOUISIANA PAC CORP COM 0.2%
Value ($000) $355 Shares 4,527 Est. Cost $55.03 Unrealized +24.5%
SLM SLM CORP COM 0.2%
Value ($000) $342 Shares 17,408 Est. Cost $16.70 Unrealized +9.7%
MLI MUELLER INDS INC COM 0.2%
Value ($000) $335 Shares 5,639 Est. Cost $21.48 Unrealized +18.7%
STLD STEEL DYNAMICS INC COM 0.2%
Value ($000) $306 Shares 4,930 Est. Cost $48.36 Unrealized +21.2%
M MACYS INC COM 0.2%
Value ($000) $299 Shares 11,435 Est. Cost $21.85 Unrealized +24.8%
OLN OLIN CORP COM PAR 1 0.2%
Value ($000) $298 Shares 5,173 Est. Cost $43.80 Unrealized +17.8%
GT GOODYEAR TIRE & RUBR CO COM 0.2%
Value ($000) $298 Shares 13,967 Est. Cost $16.68 Unrealized +24.5%
MTUS TIMKENSTEEL CORPORATION COM 0.2%
Value ($000) $297 Shares 18,026 Est. Cost $13.91 Unrealized +4.7%
MOS MOSAIC CO NEW COM 0.2%
Value ($000) $294 Shares 7,489 Est. Cost $30.39 Unrealized +14.2%
SCHNITZER STEEL INDS INC CL A 0.2%
Value ($000) $292 Shares 5,627 Est. Cost $45.30 Unrealized
MED MEDIFAST INC COM 0.2%
Value ($000) $288 Shares 1,374 Est. Cost $193.88 Unrealized -4.4%
HAFC HANMI FINL CORP COM NEW 0.2%
Value ($000) $276 Shares 11,643 Est. Cost $18.52 Unrealized +20.6%
SIG SIGNET JEWELERS LIMITED SHS 0.2%
Value ($000) $276 Shares 3,172 Est. Cost $33.99 Unrealized +157.0%
IIIN INSTEEL INDS INC COM 0.2%
Value ($000) $269 Shares 6,763 Est. Cost $25.96 Unrealized +21.4%
UNITED STATES STL CORP NEW COM 0.2%
Value ($000) $268 Shares 11,276 Est. Cost $24.77 Unrealized
VISTA OUTDOOR INC COM 0.2%
Value ($000) $267 Shares 5,792 Est. Cost $41.72 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.2%
Value ($000) $266 Shares 4,396 Est. Cost $46.86 Unrealized +13.7%
NUE NUCOR CORP COM 0.1%
Value ($000) $262 Shares 2,292 Est. Cost $71.14 Unrealized +44.1%
AR ANTERO RESOURCES CORP COM 0.1%
Value ($000) $261 Shares 14,894 Est. Cost $11.24 Unrealized +68.6%
DCOM DIME CMNTY BANCSHARES INC COM 0.1%
Value ($000) $259 Shares 7,354 Est. Cost $26.33 Unrealized +13.8%
ANF ABERCROMBIE & FITCH CO CL A 0.1%
Value ($000) $259 Shares 7,443 Est. Cost $33.49 Unrealized +16.6%
PACWEST BANCORP DEL COM 0.1%
Value ($000) $258 Shares 5,704 Est. Cost $41.14 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $253 Shares 76 Est. Cost $114.22 Unrealized +49.8%
HWC HANCOCK WHITNEY CORPORATION COM 0.1%
Value ($000) $252 Shares 5,042 Est. Cost $43.33 Unrealized +15.1%
DHI D R HORTON INC COM 0.1%
Value ($000) $248 Shares 2,283 Est. Cost $82.57 Unrealized +11.8%
ZION ZIONS BANCORPORATION N A COM 0.1%
Value ($000) $247 Shares 3,906 Est. Cost $55.39 Unrealized +15.3%
EMBJ EMBRAER S.A. SPONSORED ADS 0.1%
Value ($000) $245 Shares 13,806 Est. Cost $17.17 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $245 Shares 4,714 Est. Cost $42.03 Unrealized -3.9%
CAL CALERES INC COM 0.1%
Value ($000) $244 Shares 10,776 Est. Cost $22.73 Unrealized -0.6%
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $243 Shares 3,432 Est. Cost $57.35 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value ($000) $243 Shares 230 Est. Cost $136.66 Unrealized +145.4%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $241 Shares 2,134 Est. Cost $91.50 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.1%
Value ($000) $240 Shares 4,625 Est. Cost $44.72 Unrealized +14.4%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $237 Shares 1,633 Est. Cost $126.13 Unrealized +13.7%
KEY KEYCORP COM 0.1%
Value ($000) $233 Shares 10,086 Est. Cost $16.46 Unrealized +14.2%
NTR NUTRIEN LTD COM 0.1%
Value ($000) $225 Shares 2,988 Est. Cost $61.64 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $222 Shares 1,660 Est. Cost $99.74 Unrealized +6.8%
CBT CABOT CORP COM 0.1%
Value ($000) $221 Shares 3,941 Est. Cost $47.59 Unrealized +5.9%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $221 Shares 12,991 Est. Cost $13.09 Unrealized +5.4%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $220 Shares 4,661 Est. Cost $36.35 Unrealized +10.8%
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $217 Shares 2,487 Est. Cost $64.89 Unrealized +11.1%
WSBC WESBANCO INC COM 0.1%
Value ($000) $214 Shares 6,117 Est. Cost $34.10 Unrealized +3.1%
BHE BENCHMARK ELECTRS INC COM 0.1%
Value ($000) $213 Shares 7,846 Est. Cost $23.40 Unrealized 0.0%
SATS ECHOSTAR CORP CL A 0.1%
Value ($000) $209 Shares 7,930 Est. Cost $24.84 Unrealized +6.3%
BUNGE LIMITED COM 0.1%
Value ($000) $203 Shares 2,172 Est. Cost $93.46 Unrealized
ERIC ERICSSON ADR B SEK 10 0.1%
Value ($000) $202 Shares 18,560 Est. Cost $10.88 Unrealized
MSM MSC INDL DIRECT INC CL A 0.1%
Value ($000) $199 Shares 2,370 Est. Cost $83.60 Unrealized 0.0%
IVZ INVESCO LTD SHS 0.1%
Value ($000) $198 Shares 8,622 Est. Cost $19.62 Unrealized +3.1%
RGP RESOURCES CONNECTION INC COM 0.1%
Value ($000) $196 Shares 11,011 Est. Cost $17.66 Unrealized 0.0%
OMF ONEMAIN HLDGS INC COM 0.1%
Value ($000) $190 Shares 3,805 Est. Cost $52.90 Unrealized 0.0%
GHC GRAHAM HLDGS CO COM CL B 0.1%
Value ($000) $190 Shares 302 Est. Cost $569.80 Unrealized -0.8%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $187 Shares 2,133 Est. Cost $71.46 Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.1%
Value ($000) $180 Shares 4,638 Est. Cost $33.72 Unrealized 0.0%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $164 Shares 4,075 Est. Cost $28.65 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $160 Shares 532 Est. Cost $191.78 Unrealized +51.7%
BBY BEST BUY INC COM 0.1%
Value ($000) $159 Shares 1,569 Est. Cost $62.72 Unrealized +49.6%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $129 Shares 1,260 Est. Cost $66.06 Unrealized +30.8%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.1%
Value ($000) $129 Shares 1,375 Est. Cost $48.21 Unrealized
CYH COMMUNITY HEALTH SYS INC NEW COM 0.1%
Value ($000) $122 Shares 9,191 Est. Cost $10.46 Unrealized +20.1%
THC TENET HEALTHCARE CORP COM NEW 0.1%
Value ($000) $118 Shares 1,448 Est. Cost $52.80 Unrealized +38.4%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $115 Shares 700 Est. Cost $123.16 Unrealized +8.9%
NAVI NAVIENT CORPORATION COM 0.1%
Value ($000) $105 Shares 4,934 Est. Cost $13.43 Unrealized +50.6%
BCC BOISE CASCADE CO DEL COM 0.1%
Value ($000) $103 Shares 1,440 Est. Cost $41.54 Unrealized +23.9%
CALLON PETE CO DEL COM 0.1%
Value ($000) $101 Shares 2,143 Est. Cost $57.55 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $98 Shares 291 Est. Cost $163.38 Unrealized +91.8%
MMM 3M CO COM 0.1%
Value ($000) $98 Shares 550 Est. Cost $117.52 Unrealized +8.3%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $97 Shares 170 Est. Cost $299.18 Unrealized +63.1%
ENVA ENOVA INTL INC COM 0.1%
Value ($000) $93 Shares 2,271 Est. Cost $30.92 Unrealized +22.7%
ENDO INTL PLC SHS 0.1%
Value ($000) $93 Shares 24,834 Est. Cost $4.34 Unrealized
BCPC BALCHEM CORP COM 0.1%
Value ($000) $92 Shares 548 Est. Cost $97.25 Unrealized +60.8%
REALOGY HLDGS CORP COM 0.1%
Value ($000) $90 Shares 5,365 Est. Cost $15.71 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $87 Shares 500 Est. Cost $120.69 Unrealized +18.9%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $73.87 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $84 Shares 446 Est. Cost $143.25 Unrealized +12.0%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $84 Shares 4,730 Est. Cost $18.65 Unrealized +10.7%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $84 Shares 2,912 Est. Cost $27.90 Unrealized -2.3%
PPG PPG INDS INC COM 0.0%
Value ($000) $81 Shares 469 Est. Cost $112.51 Unrealized +31.1%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $79 Shares 173 Est. Cost $316.09 Unrealized
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value ($000) $79 Shares 3,918 Est. Cost $21.00 Unrealized -7.1%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $78 Shares 932 Est. Cost $63.30 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $78 Shares 538 Est. Cost $43.33 Unrealized +4.3%
VEON LTD SPONSORED ADR 0.0%
Value ($000) $78 Shares 45,521 Est. Cost $1.77 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $74 Shares 4,905 Est. Cost $16.67 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $73 Shares 5,785 Est. Cost $11.07 Unrealized +6.3%
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $69 Shares 1,620 Est. Cost $34.67 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $69 Shares 850 Est. Cost $50.00 Unrealized +41.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $68 Shares 142 Est. Cost $373.24 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value ($000) $67 Shares 444 Est. Cost $126.19 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $66 Shares 138 Est. Cost $310.42 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $65 Shares 1,463 Est. Cost $27.59 Unrealized +48.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $63 Shares 1,325 Est. Cost $28.02 Unrealized +17.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $62 Shares 360 Est. Cost $141.67 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $60 Shares 389 Est. Cost $135.84 Unrealized +16.2%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $60 Shares 900 Est. Cost $44.10 Unrealized +24.8%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $60 Shares 7,543 Est. Cost $11.15 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $58 Shares 20 Est. Cost $76.30 Unrealized +87.4%
TGT TARGET CORP COM 0.0%
Value ($000) $56 Shares 241 Est. Cost $114.05 Unrealized +87.8%
DJTWW DIGITAL WORLD ACQUISITION CORP WT EXP 063028 0.0%
Value ($000) $51 Shares 3,835 Est. Cost $13.30 Unrealized
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $51 Shares 257 Est. Cost $159.53 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $47 Shares 274 Est. Cost $117.78 Unrealized +23.2%
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $46 Shares 2,522 Est. Cost $11.07 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $46 Shares 277 Est. Cost $128.46 Unrealized +18.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $43 Shares 15 Est. Cost $91.71 Unrealized +56.4%
TILRAY INC COM CL 2 0.0%
Value ($000) $42 Shares 5,943 Est. Cost $18.00 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $39 Shares 98 Est. Cost $357.14 Unrealized
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF 0.0%
Value ($000) $38 Shares 1,005 Est. Cost $29.14 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $38 Shares 113 Est. Cost $245.39 Unrealized +34.4%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $37 Shares 1,054 Est. Cost $25.95 Unrealized +34.1%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $37 Shares 235 Est. Cost $138.15 Unrealized +7.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $35 Shares 415 Est. Cost $46.37 Unrealized +65.0%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $35 Shares 510 Est. Cost $100.00 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $34 Shares 502 Est. Cost $48.90 Unrealized +11.9%
EVRG EVERGY INC COM 0.0%
Value ($000) $33 Shares 478 Est. Cost $45.07 Unrealized +21.7%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $32 Shares 533 Est. Cost $41.09 Unrealized
BILI BILIBILI INC SPONS ADS REP Z 0.0%
Value ($000) $31 Shares 675 Est. Cost $86.25 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $30 Shares 255 Est. Cost $70.86 Unrealized +44.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $29 Shares 112 Est. Cost $148.18 Unrealized +48.3%
F FORD MTR CO DEL COM 0.0%
Value ($000) $29 Shares 1,395 Est. Cost $7.01 Unrealized +99.6%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $28 Shares 239 Est. Cost $76.00 Unrealized +26.4%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $28 Shares 570 Est. Cost $36.26 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $25 Shares 235 Est. Cost $53.84 Unrealized +65.1%
NKE NIKE INC CL B 0.0%
Value ($000) $25 Shares 150 Est. Cost $86.51 Unrealized +78.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $46.78 Unrealized +5.2%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $23 Shares 298 Est. Cost $87.65 Unrealized -8.9%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $22 Shares 1,039 Est. Cost $19.15 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $21 Shares 42 Est. Cost $253.12 Unrealized +66.8%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $20 Shares 62 Est. Cost $225.81 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $19 Shares 68 Est. Cost $120.36 Unrealized +102.6%
KO COCA COLA CO COM 0.0%
Value ($000) $18 Shares 306 Est. Cost $43.87 Unrealized +12.1%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $17 Shares 114 Est. Cost $122.98 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 61 Est. Cost $105.76 Unrealized +198.6%
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $17 Shares 370 Est. Cost $45.92 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $16 Shares 174 Est. Cost $62.95 Unrealized -2.2%
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $16 Shares 309 Est. Cost $44.22 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $15 Shares 58 Est. Cost $231.87 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $14 Shares 238 Est. Cost $27.28 Unrealized +139.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $13 Shares 37 Est. Cost $315.67 Unrealized +7.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $13 Shares 90 Est. Cost $51.98 Unrealized +158.6%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $13 Shares 3,341 Est. Cost $6.90 Unrealized -27.5%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $13 Shares 800 Est. Cost $15.17 Unrealized +4.9%
FSZ FIRST TRUST SWITZERLAND ALPHADEX FUND 0.0%
Value ($000) $12 Shares 168 Est. Cost $53.16 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $12 Shares 197 Est. Cost $49.62 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $12 Shares 33 Est. Cost $235.50 Unrealized +32.2%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $12 Shares 40 Est. Cost $18.44 Unrealized +48.9%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $225.00 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $61.44 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $11 Shares 50 Est. Cost $116.50 Unrealized +44.7%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $11 Shares 51 Est. Cost $117.65 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $10 Shares 2,123 Est. Cost $17.07 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $10 Shares 50 Est. Cost $80.20 Unrealized +203.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $10 Shares 40 Est. Cost $170.74 Unrealized +24.4%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $10 Shares 498 Est. Cost $36.69 Unrealized -41.7%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $202.32 Unrealized +16.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $9 Shares 33 Est. Cost $156.72 Unrealized +65.6%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $47.96 Unrealized +53.1%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $346.07 Unrealized +14.1%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 132 Est. Cost $50.35 Unrealized -1.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $8 Shares 27 Est. Cost $296.30 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $92.05 Unrealized +27.2%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 1,330 Est. Cost $7.36 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $92.34 Unrealized +28.5%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.85 Unrealized 0.0%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $208.50 Unrealized +33.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $134.72 Unrealized +52.8%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $33.92 Unrealized +41.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $59.11 Unrealized +20.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $6 Shares 332 Est. Cost $21.59 Unrealized 0.0%
KRATON CORP COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $40.00 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $5 Shares 280 Est. Cost $28.57 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $131.26 Unrealized -3.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $5 Shares 113 Est. Cost $27.17 Unrealized +63.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $56.12 Unrealized +4.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $134.21 Unrealized +4.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $5 Shares 40 Est. Cost $77.58 Unrealized +9.2%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $5 Shares 868 Est. Cost $10.78 Unrealized
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $5 Shares 1,695 Est. Cost $3.54 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $5 Shares 20 Est. Cost $183.91 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 2 Est. Cost $2002.28 Unrealized +16.5%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $117.07 Unrealized +37.3%
V VISA INC COM CL A 0.0%
Value ($000) $5 Shares 23 Est. Cost $198.33 Unrealized +4.9%
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $45.24 Unrealized 0.0%
KMX CARMAX INC COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $99.89 Unrealized +40.2%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $4 Shares 61 Est. Cost $49.18 Unrealized
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $79.59 Unrealized -11.8%
VANECK RUSSIA ETF 0.0%
Value ($000) $4 Shares 162 Est. Cost $26.74 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $47.22 Unrealized +61.6%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $115.65 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $4 Shares 176 Est. Cost $28.37 Unrealized -15.7%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $4 Shares 116 Est. Cost $34.48 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $4 Shares 248 Est. Cost $14.27 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $250.01 Unrealized +58.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $213.14 Unrealized +100.5%
INTC INTEL CORP COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $46.55 Unrealized +1.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $283.07 Unrealized -23.7%
DOW DOW INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $30.58 Unrealized +47.3%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $3 Shares 120 Est. Cost $19.42 Unrealized +16.9%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $32.79 Unrealized
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $28.17 Unrealized
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $25.13 Unrealized +141.3%
VICE ADVISORSHARES VICE ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $29.41 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 21 Est. Cost $63.90 Unrealized +239.1%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $3 Shares 214 Est. Cost $14.02 Unrealized
HTZWW HERTZ GLOBAL HLDGS INC WT EXP 063051 0.0%
Value ($000) $3 Shares 194 Est. Cost $15.46 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 29 Est. Cost $206.90 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $3 Shares 7 Est. Cost $332.91 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $58.79 Unrealized +51.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $109.93 Unrealized +47.2%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $183.58 Unrealized +25.1%
WW INTL INC COM 0.0%
Value ($000) $2 Shares 133 Est. Cost $40.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 155 Est. Cost $13.33 Unrealized -16.6%
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -1.9%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $2 Shares 13 Est. Cost $179.93 Unrealized +30.7%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
ISHARES EVOLVED U.S. INNOVATIVE HEALTHCARE ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $2 Shares 120 Est. Cost $17.60 Unrealized +10.4%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 243 Est. Cost $4.12 Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $90.80 Unrealized -38.1%
DEFIANCE NEXT GEN SPAC DERIVED ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $69.72 Unrealized -36.3%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $42.40 Unrealized +11.3%
AI C3 AI INC CL A 0.0%
Value ($000) $1 Shares 42 Est. Cost $50.86 Unrealized -20.4%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 41 Est. Cost $25.46 Unrealized +35.9%
ZYNGA INC CL A 0.0%
Value ($000) $1 Shares 221 Est. Cost $8.62 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $121.77 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.44 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $115.22 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.17 Unrealized +65.4%
BLDP BALLARD PWR SYS INC NEW COM 0.0%
Value ($000) $1 Shares 95 Est. Cost $18.42 Unrealized -17.9%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.98 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.71 Unrealized +28.6%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 151 Est. Cost $24.43 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $15.88 Unrealized +69.0%
CENX CENTURY ALUM CO COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $14.64 Unrealized 0.0%
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $4.15 Unrealized +139.0%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $15.31 Unrealized +84.1%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized +1.8%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.89 Unrealized +10.7%
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $0 Shares 179 Est. Cost $0.65 Unrealized -38.7%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +39.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $258.29 Unrealized -3.1%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +40.0%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized