Stonebridge Financial Planning Group, LLC Diversified Active

CIK: 0001802494 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 2, 2022

Total Value ($000): $190,620 (100.0% shares, 0.0% debt)

Holdings (411)

IWY ISHARES TR RUS TP200 GR ETF 6.7%
Value ($000) $12,852 Shares 82,606 Est. Cost $104.07 Unrealized
IYW ISHARES TRUST DJ US TECHNOLOGY 5.6%
Value ($000) $10,707 Shares 104,933 Est. Cost $121.85 Unrealized
TIP ISHARES TIPS BOND ETF 4.7%
Value ($000) $8,949 Shares 70,910 Est. Cost $127.65 Unrealized
IVV ISHARES S&P 500 3.1%
Value ($000) $5,838 Shares 13,157 Est. Cost $331.13 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 2.8%
Value ($000) $5,349 Shares 23,125 Est. Cost $152.15 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 2.8%
Value ($000) $5,301 Shares 91,650 Est. Cost $102.55 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 2.6%
Value ($000) $4,987 Shares 48,440 Est. Cost $71.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 2.3%
Value ($000) $4,329 Shares 41,131 Est. Cost $36.81 Unrealized +265.2%
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 2.1%
Value ($000) $4,090 Shares 21,000 Est. Cost $164.18 Unrealized
IYC ISHARES TRUST US CONSUMER SERVICES ETF USD DIS 2.0%
Value ($000) $3,892 Shares 53,140 Est. Cost $107.17 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 2.0%
Value ($000) $3,847 Shares 72,154 Est. Cost $50.19 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 2.0%
Value ($000) $3,784 Shares 21,248 Est. Cost $129.54 Unrealized
AMZN AMAZON.COM INC 2.0%
Value ($000) $3,769 Shares 1,309 Est. Cost $92.24 Unrealized +85.5%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 1.9%
Value ($000) $3,535 Shares 8,626 Est. Cost $258.12 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 1.7%
Value ($000) $3,301 Shares 42,454 Est. Cost $78.03 Unrealized
SOXX ISHARES PHLX SEMICONDUCTOR ETF 1.6%
Value ($000) $3,130 Shares 6,878 Est. Cost $353.93 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 1.6%
Value ($000) $3,012 Shares 10,170 Est. Cost $263.46 Unrealized
RSPS INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP 1.6%
Value ($000) $2,998 Shares 17,796 Est. Cost $145.63 Unrealized
META FACEBOOK INC-CLASS A 1.6%
Value ($000) $2,997 Shares 9,935 Est. Cost $192.52 Unrealized +71.3%
IWF ISHARES TR RUS 1000 GRW ETF 1.4%
Value ($000) $2,693 Shares 9,932 Est. Cost $189.23 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 1.3%
Value ($000) $2,540 Shares 48,489 Est. Cost $57.43 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1.3%
Value ($000) $2,512 Shares 8,913 Est. Cost $202.72 Unrealized
V VISA INC 1.3%
Value ($000) $2,429 Shares 10,653 Est. Cost $174.86 Unrealized +19.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 1.2%
Value ($000) $2,359 Shares 26,531 Est. Cost $69.41 Unrealized
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 1.1%
Value ($000) $2,173 Shares 109,758 Est. Cost $19.69 Unrealized
FAD FIRST TR MULTI CAP GROWTH ALPH COM SHS 1.1%
Value ($000) $2,002 Shares 18,968 Est. Cost $79.41 Unrealized
FIW FIRST TRUST WATER ETF 1.0%
Value ($000) $1,906 Shares 23,451 Est. Cost $63.72 Unrealized
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND 1.0%
Value ($000) $1,850 Shares 31,975 Est. Cost $87.36 Unrealized
QTEC FIRST TR NASDAQ 100 TECH INDX SHS 0.9%
Value ($000) $1,790 Shares 12,031 Est. Cost $100.11 Unrealized
MA MASTERCARD INCORPORATED CL A 0.9%
Value ($000) $1,783 Shares 4,660 Est. Cost $277.50 Unrealized +21.7%
AAPL APPLE INC COM USD0.00001 0.9%
Value ($000) $1,778 Shares 10,437 Est. Cost $97.22 Unrealized +59.1%
ARCC ARES CAPITAL CORP COM 0.9%
Value ($000) $1,757 Shares 81,254 Est. Cost $10.26 Unrealized +36.1%
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.9%
Value ($000) $1,705 Shares 4,196 Est. Cost $312.36 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.8%
Value ($000) $1,583 Shares 12,648 Est. Cost $107.57 Unrealized
RPV INVESCO EXCHANGE TRADED FD TR S&P500 PUR VAL 0.8%
Value ($000) $1,559 Shares 19,085 Est. Cost $76.21 Unrealized
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.8%
Value ($000) $1,545 Shares 33,941 Est. Cost $45.62 Unrealized
IYK ISHARES DOW JONES US CONSUMER GOODS SECTOR IDX FD 0.8%
Value ($000) $1,494 Shares 7,404 Est. Cost $133.91 Unrealized
VPU VANGUARD UTILITIES ETF 0.8%
Value ($000) $1,460 Shares 9,837 Est. Cost $140.71 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.7%
Value ($000) $1,391 Shares 6,359 Est. Cost $178.37 Unrealized +14.1%
FTC FIRST TRUST LRGCP GWT ALPHADEX COM SHS 0.7%
Value ($000) $1,370 Shares 13,390 Est. Cost $72.58 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.7%
Value ($000) $1,357 Shares 8,900 Est. Cost $134.70 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF 0.7%
Value ($000) $1,351 Shares 17,863 Est. Cost $64.81 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.7%
Value ($000) $1,299 Shares 25,807 Est. Cost $40.14 Unrealized
FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD 0.6%
Value ($000) $1,181 Shares 47,886 Est. Cost $23.01 Unrealized
BBH VANECK VECTORS ETF TR BIOTECH ETF 0.6%
Value ($000) $1,166 Shares 7,256 Est. Cost $170.11 Unrealized
GRID FIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE 0.6%
Value ($000) $1,157 Shares 12,910 Est. Cost $102.68 Unrealized
VOOV VANGUARD S&P 500 VALUE INDEX FUND 0.5%
Value ($000) $1,001 Shares 6,786 Est. Cost $147.51 Unrealized
XSD SPDR SER TR S&P SEMICNDCTR 0.5%
Value ($000) $983 Shares 5,125 Est. Cost $140.94 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $917 Shares 344 Est. Cost $69.36 Unrealized +106.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $905 Shares 10,016 Est. Cost $54.61 Unrealized +45.3%
IYF ISHARES TRUST DJ US FINANCIAL 0.4%
Value ($000) $837 Shares 9,794 Est. Cost $99.57 Unrealized
IYM ISHARES TRUST DJ US BAS 0.4%
Value ($000) $812 Shares 6,303 Est. Cost $126.98 Unrealized
OWL ROCK CAPITAL CORPORATION II ADVISORY 0.4%
Value ($000) $809 Shares 89,936 Est. Cost $8.29 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $771 Shares 2,103 Est. Cost $255.95 Unrealized +34.1%
FNY FIRST TR EXCH TRADED ALPHADEX FD II MID CAP GROWTH ALPHADEX FD 0.4%
Value ($000) $718 Shares 11,330 Est. Cost $50.62 Unrealized
PRN INVESCO EXCHANGE TRADED FD TR DWA INDLS MUMT 0.4%
Value ($000) $716 Shares 7,360 Est. Cost $100.27 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.4%
Value ($000) $709 Shares 15,525 Est. Cost $42.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.4%
Value ($000) $701 Shares 11,952 Est. Cost $58.65 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.4%
Value ($000) $678 Shares 3,052 Est. Cost $159.97 Unrealized +73.5%
FTXR FIRST TR EXCHANGE-TRADED FD VI NASDAQ TRANSN 0.3%
Value ($000) $644 Shares 20,475 Est. Cost $32.47 Unrealized
MFS CHARTER INCOME TRUST 0.3%
Value ($000) $631 Shares 79,611 Est. Cost $8.42 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $627 Shares 235 Est. Cost $77.12 Unrealized +85.4%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.3%
Value ($000) $622 Shares 2,631 Est. Cost $245.01 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD 0.3%
Value ($000) $621 Shares 13,019 Est. Cost $47.75 Unrealized
FIDU FIDELITY MSCI INDL INDEX ETF 0.3%
Value ($000) $606 Shares 11,698 Est. Cost $54.95 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.3%
Value ($000) $602 Shares 2,471 Est. Cost $277.40 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.3%
Value ($000) $556 Shares 5,257 Est. Cost $132.33 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND 0.3%
Value ($000) $554 Shares 5,644 Est. Cost $102.21 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $551 Shares 2,940 Est. Cost $172.69 Unrealized
ESGV VANGUARD WORLD FD ESG US STK ETF 0.3%
Value ($000) $548 Shares 6,870 Est. Cost $72.58 Unrealized
PSK SPDR SER TR WELLS FG PFD ETF 0.3%
Value ($000) $543 Shares 13,328 Est. Cost $43.87 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.3%
Value ($000) $542 Shares 7,218 Est. Cost $61.37 Unrealized
FXG FIRST TR EXCHANGE TRADED FD II CONSUMER STAPLES ALPHADEX FD ANNUAL 0.3%
Value ($000) $510 Shares 8,240 Est. Cost $50.18 Unrealized
PJP INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS 0.3%
Value ($000) $501 Shares 6,541 Est. Cost $67.19 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.3%
Value ($000) $487 Shares 10,378 Est. Cost $54.25 Unrealized
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.3%
Value ($000) $477 Shares 33,706 Est. Cost $15.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $460 Shares 987 Est. Cost $284.23 Unrealized +48.5%
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
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.2%
Value ($000) $421 Shares 23,129 Est. Cost $14.74 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.2%
Value ($000) $421 Shares 2,453 Est. Cost $115.47 Unrealized +25.6%
MSFT MICROSOFT CORP 0.2%
Value ($000) $406 Shares 1,317 Est. Cost $142.41 Unrealized +120.1%
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND 0.2%
Value ($000) $404 Shares 14,705 Est. Cost $25.51 Unrealized
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.2%
Value ($000) $402 Shares 2,546 Est. Cost $108.00 Unrealized +48.5%
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.2%
Value ($000) $394 Shares 1,505 Est. Cost $261.79 Unrealized
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 0.2%
Value ($000) $388 Shares 3,825 Est. Cost $101.86 Unrealized
FVD FIRST TR VALUE LINE DIVID INDE SHS 0.2%
Value ($000) $368 Shares 8,863 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
HTEC EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR 0.2%
Value ($000) $366 Shares 10,130 Est. Cost $44.07 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $363 Shares 4,515 Est. Cost $74.18 Unrealized +19.8%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $340 Shares 5,010 Est. Cost $64.16 Unrealized
XRT SPDR SER TR S&P RETAIL ETF 0.2%
Value ($000) $330 Shares 4,200 Est. Cost $45.96 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) $303 Shares 6,250 Est. Cost $42.45 Unrealized
FMB FIRST TR EXCH TRADED FD III MANAGD MUN ETF 0.2%
Value ($000) $300 Shares 5,410 Est. Cost $54.32 Unrealized
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $299 Shares 2,050 Est. Cost $85.93 Unrealized +79.9%
EATON VANCE TAX-MANAGED GLOBAL COM 0.2%
Value ($000) $298 Shares 30,624 Est. Cost $8.78 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $296 Shares 2,138 Est. Cost $158.45 Unrealized -0.4%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $294 Shares 4,220 Est. Cost $115.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.1%
Value ($000) $284 Shares 908 Est. Cost $216.01 Unrealized +32.6%
SRVR PACER FDS TR BNCHMRK INFRA 0.1%
Value ($000) $281 Shares 7,655 Est. Cost $34.93 Unrealized
EDOW FIRST TR EXCHANGE TRADED FD DOW 30 EQL WGT 0.1%
Value ($000) $278 Shares 9,021 Est. Cost $27.85 Unrealized
MRNA MODERNA INC COM 0.1%
Value ($000) $273 Shares 1,710 Est. Cost $65.99 Unrealized +343.1%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $273 Shares 4,000 Est. Cost $66.51 Unrealized 0.0%
ICLN ISHARES TR GL CLEAN ENE ETF 0.1%
Value ($000) $271 Shares 15,260 Est. Cost $24.10 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD 0.1%
Value ($000) $264 Shares 5,800 Est. Cost $34.66 Unrealized
COMT ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.1%
Value ($000) $262 Shares 7,855 Est. Cost $33.35 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $249 Shares 3,600 Est. Cost $92.52 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $242 Shares 3,503 Est. Cost $48.90 Unrealized +11.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $241 Shares 1,425 Est. Cost $148.85 Unrealized +63.7%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $237 Shares 2,700 Est. Cost $72.53 Unrealized +25.5%
NFLX NETFLIX INC 0.1%
Value ($000) $236 Shares 614 Est. Cost $40.72 Unrealized +56.9%
ESGU ISHARES TR ESG AWR MSCI USA 0.1%
Value ($000) $230 Shares 2,315 Est. Cost $86.27 Unrealized
XBI SPDR SER TR S&P BIOTECH 0.1%
Value ($000) $229 Shares 2,588 Est. Cost $120.83 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $212 Shares 602 Est. Cost $216.03 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $207 Shares 1,288 Est. Cost $106.18 Unrealized +26.3%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $205 Shares 1,838 Est. Cost $114.58 Unrealized
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND 0.1%
Value ($000) $205 Shares 10,049 Est. Cost $18.00 Unrealized
MCD MCDONALD S CORP 0.1%
Value ($000) $205 Shares 800 Est. Cost $171.88 Unrealized +33.6%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.1%
Value ($000) $204 Shares 1,010 Est. Cost $143.91 Unrealized +28.6%
JLL JONES LANG LASALLE INC COM USD0.01 0.1%
Value ($000) $204 Shares 842 Est. Cost $156.86 Unrealized +64.4%
VTI VANGUARD IDX FUND 0.1%
Value ($000) $199 Shares 895 Est. Cost $164.02 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.1%
Value ($000) $199 Shares 1,605 Est. Cost $139.84 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $191 Shares 979 Est. Cost $209.88 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.1%
Value ($000) $188 Shares 1,295 Est. Cost $162.27 Unrealized
FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS 0.1%
Value ($000) $181 Shares 2,625 Est. Cost $65.20 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV 0.1%
Value ($000) $180 Shares 3,640 Est. Cost $49.11 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.1%
Value ($000) $178 Shares 7,100 Est. Cost $25.07 Unrealized
PIO INVESCO EXCH TRADED FD TR II GLOBAL WATER 0.1%
Value ($000) $178 Shares 4,725 Est. Cost $29.24 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.1%
Value ($000) $176 Shares 931 Est. Cost $158.95 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) $170 Shares 3,573 Est. Cost $47.18 Unrealized +2.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $169 Shares 1,640 Est. Cost $98.18 Unrealized
AIVL WISDOMTREE TR US DIVID EX FNCL 0.1%
Value ($000) $166 Shares 1,700 Est. Cost $92.55 Unrealized
FEMS FIRST TR EXCHANGE TRADED ALPHADEX FD II EMERGING MARKETS SMALL CAP ALPHADEX FD 0.1%
Value ($000) $165 Shares 4,195 Est. Cost $45.39 Unrealized
CSM PROSHARES TR LARGE CAP CRE 0.1%
Value ($000) $162 Shares 3,087 Est. Cost $64.74 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.1%
Value ($000) $144 Shares 800 Est. Cost $141.82 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $141 Shares 1,490 Est. Cost $92.15 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $139 Shares 950 Est. Cost $108.40 Unrealized +36.4%
FYT FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD 0.1%
Value ($000) $138 Shares 2,745 Est. Cost $50.96 Unrealized
FXL FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD 0.1%
Value ($000) $136 Shares 1,204 Est. Cost $72.17 Unrealized
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $134 Shares 845 Est. Cost $100.85 Unrealized +63.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $134 Shares 2,539 Est. Cost $42.74 Unrealized -5.5%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.1%
Value ($000) $131 Shares 1,630 Est. Cost $82.36 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.1%
Value ($000) $122 Shares 1,200 Est. Cost $80.00 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $119 Shares 1,584 Est. Cost $46.35 Unrealized +16.3%
AZN ASTRAZENECA ADR REP 0.5 ORD 0.1%
Value ($000) $119 Shares 2,000 Est. Cost $50.00 Unrealized
PEJ INVESCO EXCHANGE TRADED FD TR DYNMC LEISURE 0.1%
Value ($000) $118 Shares 2,575 Est. Cost $50.22 Unrealized
PSI INVESCO EXCHANGE TRADED FD TR DYNMC SEMICNDT 0.1%
Value ($000) $117 Shares 950 Est. Cost $83.03 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $117 Shares 1,518 Est. Cost $48.28 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $115 Shares 836 Est. Cost $36.96 Unrealized +22.2%
LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $112 Shares 2,255 Est. Cost $51.67 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $111 Shares 131 Est. Cost $128.32 Unrealized +161.4%
DHS WISDOMTREE TR US HIGH DIVIDEND 0.1%
Value ($000) $110 Shares 1,300 Est. Cost $76.92 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $107 Shares 970 Est. Cost $93.87 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.1%
Value ($000) $107 Shares 1,000 Est. Cost $77.58 Unrealized +9.2%
PFFD GLOBAL X FDS US PFD ETF 0.1%
Value ($000) $106 Shares 4,350 Est. Cost $24.97 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD VI INDXX INOVTV ETF 0.1%
Value ($000) $105 Shares 2,475 Est. Cost $41.15 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
PFE PFIZER INC 0.1%
Value ($000) $103 Shares 1,900 Est. Cost $26.96 Unrealized +49.2%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.1%
Value ($000) $102 Shares 205 Est. Cost $56.81 Unrealized +52.3%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $102 Shares 376 Est. Cost $168.57 Unrealized +51.4%
CIM COML TR CORP PFD SER A 5.50000 0.1%
Value ($000) $100 Shares 4,000 Est. Cost $25.05 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $99 Shares 2,000 Est. Cost $40.49 Unrealized +13.9%
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 0.1%
Value ($000) $98 Shares 1,644 Est. Cost $60.09 Unrealized
IXG ISHARES S&P GLOBAL FINANCIALS SECTOR INDEX FUND 0.1%
Value ($000) $97 Shares 1,200 Est. Cost $73.64 Unrealized
CIM COML TR CORP 5.5 PFD SER A 0.0%
Value ($000) $95 Shares 3,787 Est. Cost $25.01 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $92 Shares 450 Est. Cost $145.94 Unrealized +41.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $92 Shares 700 Est. Cost $102.94 Unrealized +27.7%
FYC FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD 0.0%
Value ($000) $91 Shares 1,430 Est. Cost $60.08 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $91 Shares 1,850 Est. Cost $50.12 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $90 Shares 930 Est. Cost $116.13 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $89 Shares 410 Est. Cost $105.42 Unrealized +103.2%
ETF MANAGERS TR PRIME CYBR SCRTY 0.0%
Value ($000) $88 Shares 1,650 Est. Cost $41.59 Unrealized
T AT&T INC COM USD1 0.0%
Value ($000) $88 Shares 3,503 Est. Cost $17.41 Unrealized -15.7%
AEE AMEREN CORP COM USD0.01 0.0%
Value ($000) $88 Shares 1,000 Est. Cost $63.64 Unrealized +17.9%
ROBT FIRST TR EXCHANGE-TRADED FD VI NASDQ ARTFCIAL 0.0%
Value ($000) $87 Shares 1,845 Est. Cost $56.91 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $86 Shares 4,600 Est. Cost $50.32 Unrealized -31.2%
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $85 Shares 1,357 Est. Cost $45.85 Unrealized +11.2%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $85 Shares 300 Est. Cost $18.82 Unrealized +249.7%
BA BOEING CO COM USD5.00 0.0%
Value ($000) $83 Shares 435 Est. Cost $282.36 Unrealized -25.2%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $79 Shares 325 Est. Cost $233.94 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
DEUTSCHE BK AG LONDON BRH ETN DJ HY 0.00000 11/14/2022 CALLABLE 0.0%
Value ($000) $78 Shares 4,100 Est. Cost $25.92 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $78 Shares 452 Est. Cost $112.77 Unrealized +27.2%
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $78 Shares 1,200 Est. Cost $102.86 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $77 Shares 622 Est. Cost $48.59 Unrealized +139.0%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.0%
Value ($000) $77 Shares 787 Est. Cost $99.80 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $72 Shares 550 Est. Cost $90.26 Unrealized +6.5%
FXD FIRST TR EXCHANGE TRADED FD II CONSUMER DISCRETIONARY 0.0%
Value ($000) $69 Shares 1,225 Est. Cost $45.51 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $67 Shares 400 Est. Cost $142.86 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $49.14 Unrealized +12.0%
FPWR FIRST TR EXCHANGE-TRADED FD IV EIP CARBON IMP 0.0%
Value ($000) $65 Shares 2,760 Est. Cost $24.26 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $64 Shares 1,398 Est. Cost $26.52 Unrealized +54.7%
CIM COML TR CORP PFD SER A 0.0%
Value ($000) $64 Shares 2,550 Est. Cost $25.10 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $63 Shares 920 Est. Cost $116.81 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $63 Shares 435 Est. Cost $137.93 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $63 Shares 500 Est. Cost $75.30 Unrealized +57.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $63 Shares 391 Est. Cost $137.06 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $61 Shares 2,600 Est. Cost $18.52 Unrealized +23.4%
MRK MERCK &CO. INC COM 0.0%
Value ($000) $61 Shares 750 Est. Cost $67.55 Unrealized +3.5%
KO COCA-COLA CO 0.0%
Value ($000) $60 Shares 990 Est. Cost $44.66 Unrealized +10.1%
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.0%
Value ($000) $60 Shares 1,900 Est. Cost $29.08 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $58 Shares 535 Est. Cost $90.17 Unrealized
CIM COML TR CORP 5.5 SER A PFD 0.0%
Value ($000) $58 Shares 2,310 Est. Cost $25.11 Unrealized
ARKW ARK ETF TR NEXT GNRTN INTER 0.0%
Value ($000) $57 Shares 655 Est. Cost $150.80 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $57 Shares 350 Est. Cost $177.50 Unrealized +21.6%
UNP UNION PAC CORP COM 0.0%
Value ($000) $57 Shares 231 Est. Cost $149.35 Unrealized +43.9%
TJX TJX COMPANIES INC 0.0%
Value ($000) $57 Shares 800 Est. Cost $54.60 Unrealized +19.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $57 Shares 100 Est. Cost $298.40 Unrealized +106.9%
FNDX SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF 0.0%
Value ($000) $55 Shares 954 Est. Cost $52.41 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.0%
Value ($000) $55 Shares 845 Est. Cost $65.09 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $54 Shares 262 Est. Cost $138.76 Unrealized +38.1%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $53 Shares 230 Est. Cost $11.62 Unrealized +136.4%
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
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $53 Shares 585 Est. Cost $74.24 Unrealized -2.4%
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $53 Shares 2,100 Est. Cost $24.76 Unrealized
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $51 Shares 675 Est. Cost $77.04 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $51.81 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD VI NASDQ SEMCNDTR 0.0%
Value ($000) $50 Shares 760 Est. Cost $55.96 Unrealized
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $49 Shares 1,265 Est. Cost $42.13 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $48 Shares 1,020 Est. Cost $24.50 Unrealized +77.7%
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $48 Shares 97 Est. Cost $275.44 Unrealized +77.2%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.0%
Value ($000) $47 Shares 300 Est. Cost $93.33 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $46 Shares 300 Est. Cost $94.88 Unrealized +100.2%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $42.21 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value ($000) $42 Shares 150 Est. Cost $197.04 Unrealized +33.8%
LLY ELI LILLY AND CO 0.0%
Value ($000) $42 Shares 170 Est. Cost $116.04 Unrealized +110.1%
EMXC ISHARES MSCI EMR MRK EX CHNA 0.0%
Value ($000) $41 Shares 700 Est. Cost $58.57 Unrealized
CYBERARK SOFTWARE LTD COM ILS0.01 0.0%
Value ($000) $41 Shares 315 Est. Cost $117.46 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $41 Shares 397 Est. Cost $100.76 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.0%
Value ($000) $40 Shares 1,550 Est. Cost $27.74 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $40 Shares 530 Est. Cost $67.92 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $40 Shares 240 Est. Cost $166.67 Unrealized
RFG INVESCO EXCHANGE TRADED FD TR S&P MDCP400 PR 0.0%
Value ($000) $39 Shares 200 Est. Cost $155.00 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.0%
Value ($000) $39 Shares 89 Est. Cost $322.58 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $38 Shares 609 Est. Cost $40.26 Unrealized +23.5%
PKW INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV 0.0%
Value ($000) $38 Shares 425 Est. Cost $68.57 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value ($000) $37 Shares 588 Est. Cost $121.03 Unrealized
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
FLS FLOWSERVE CORP COM USD1.25 0.0%
Value ($000) $36 Shares 1,112 Est. Cost $41.52 Unrealized -27.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $36 Shares 500 Est. Cost $61.77 Unrealized +25.2%
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.0%
Value ($000) $36 Shares 509 Est. Cost $66.80 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $36 Shares 330 Est. Cost $145.92 Unrealized +48.5%
FDL FIRST TR MORNINGSTAR DIVID LEA SHS 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $32.63 Unrealized
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $35 Shares 300 Est. Cost $70.68 Unrealized +55.4%
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.0%
Value ($000) $35 Shares 1,115 Est. Cost $53.24 Unrealized
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $35 Shares 593 Est. Cost $47.69 Unrealized +4.1%
IYT ISHARES TRUST TRANSPORTATION AVERAGE ETF FD 0.0%
Value ($000) $34 Shares 135 Est. Cost $194.61 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $34 Shares 100 Est. Cost $178.42 Unrealized +92.4%
JETS ETF SER SOLUTIONS US GLB JETS 0.0%
Value ($000) $33 Shares 1,600 Est. Cost $15.00 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF 0.0%
Value ($000) $33 Shares 1,150 Est. Cost $29.60 Unrealized
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $33 Shares 200 Est. Cost $119.29 Unrealized +20.6%
IWX ISHARES TR RUS TP200 VL ETF 0.0%
Value ($000) $33 Shares 485 Est. Cost $58.28 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $33 Shares 225 Est. Cost $182.05 Unrealized -28.5%
VLVLY VOLVO(AB) UNSP ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $12.67 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $32 Shares 517 Est. Cost $61.90 Unrealized
NSRGF NESTLE SA CHF0.10 (REGD) 0.0%
Value ($000) $32 Shares 250 Est. Cost $89.22 Unrealized +30.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $31 Shares 300 Est. Cost $92.57 Unrealized +10.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $31 Shares 269 Est. Cost $90.86 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $30 Shares 210 Est. Cost $147.62 Unrealized
SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 0.0%
Value ($000) $30 Shares 500 Est. Cost $42.00 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $30 Shares 700 Est. Cost $32.19 Unrealized
LAD LITHIA MTRS INC CL A 0.0%
Value ($000) $29 Shares 100 Est. Cost $150.27 Unrealized +105.6%
NI NISOURCE INC COM USD0.01 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $21.72 Unrealized +2.2%
LNNGY LI NING COMPANY LIMITED UNSPONSORD ADR 0.0%
Value ($000) $29 Shares 125 Est. Cost $72.00 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $29 Shares 200 Est. Cost $185.28 Unrealized -5.0%
GLW CORNING INC 0.0%
Value ($000) $29 Shares 700 Est. Cost $22.10 Unrealized +50.9%
DE DEERE & CO 0.0%
Value ($000) $28 Shares 75 Est. Cost $157.96 Unrealized +108.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $95.83 Unrealized +34.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $28 Shares 354 Est. Cost $74.57 Unrealized
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS 0.0%
Value ($000) $28 Shares 325 Est. Cost $52.31 Unrealized
ACM AECOM 0.0%
Value ($000) $27 Shares 398 Est. Cost $62.86 Unrealized +7.4%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $27 Shares 215 Est. Cost $134.62 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB 0.0%
Value ($000) $27 Shares 1,283 Est. Cost $21.04 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB 0.0%
Value ($000) $26 Shares 1,229 Est. Cost $21.97 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.0%
Value ($000) $26 Shares 193 Est. Cost $102.94 Unrealized +3.4%
CSX CSX CORP COM USD1 0.0%
Value ($000) $26 Shares 750 Est. Cost $27.83 Unrealized +19.6%
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $26 Shares 200 Est. Cost $54.36 Unrealized +156.8%
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
C CITIGROUP INC 0.0%
Value ($000) $26 Shares 400 Est. Cost $58.65 Unrealized -2.5%
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.0%
Value ($000) $26 Shares 500 Est. Cost $85.62 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $25 Shares 339 Est. Cost $67.48 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $25 Shares 80 Est. Cost $244.52 Unrealized +34.8%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $25 Shares 100 Est. Cost $266.89 Unrealized +30.6%
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $24 Shares 270 Est. Cost $100.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $23 Shares 135 Est. Cost $82.19 Unrealized +77.7%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $23 Shares 125 Est. Cost $92.65 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.00 Unrealized
CWB SPDR SER TR BLMBRG BRC CNVRT 0.0%
Value ($000) $22 Shares 300 Est. Cost $56.67 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.67 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $22 Shares 250 Est. Cost $40.98 Unrealized +52.9%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.0%
Value ($000) $21 Shares 400 Est. Cost $54.40 Unrealized
VACASA INC CLASS A COM 0.0%
Value ($000) $21 Shares 3,500 Est. Cost $6.00 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $104.00 Unrealized
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $21 Shares 150 Est. Cost $65.48 Unrealized +55.3%
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $20 Shares 300 Est. Cost $61.44 Unrealized
LVHD LEGG MASON ETF INVT TR L VOL H DIV ETF 0.0%
Value ($000) $20 Shares 500 Est. Cost $31.14 Unrealized
PHG KONINKLIJKE PHILIPS ADR 0.0%
Value ($000) $20 Shares 612 Est. Cost $48.35 Unrealized
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND 0.0%
Value ($000) $18 Shares 100 Est. Cost $134.66 Unrealized
GNRC GENERAC HLDGS INC COM USD0.01 0.0%
Value ($000) $17 Shares 63 Est. Cost $312.83 Unrealized +32.6%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $17 Shares 230 Est. Cost $73.91 Unrealized
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $32.22 Unrealized +127.1%
ATO ATMOS ENERGY CORP COM NPV 0.0%
Value ($000) $16 Shares 150 Est. Cost $94.23 Unrealized -9.3%
ESG FLEXSHARES STOXX US ESG SELECT INDEX FUND 0.0%
Value ($000) $16 Shares 151 Est. Cost $106.67 Unrealized
QQEW FIRST TRUST PORTFOLIOS FUNDS FIRST TRUST NASDQ 100 EQ WEI 0.0%
Value ($000) $16 Shares 150 Est. Cost $72.73 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $16 Shares 100 Est. Cost $150.00 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $16 Shares 23 Est. Cost $539.98 Unrealized +36.7%
FCTR FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 0.0%
Value ($000) $16 Shares 500 Est. Cost $22.00 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $68.51 Unrealized +0.4%
ETSY ETSY INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $60.81 Unrealized +296.1%
RCL ROYAL CARIBBEAN GROUP COM USD0.01 0.0%
Value ($000) $15 Shares 200 Est. Cost $112.81 Unrealized -29.2%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.00 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.37 Unrealized
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $15 Shares 210 Est. Cost $68.41 Unrealized
SUSA ISHARES TR MSCI USA ESG SLC 0.0%
Value ($000) $15 Shares 150 Est. Cost $100.00 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $85.83 Unrealized +65.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $108.78 Unrealized +6.0%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $14 Shares 355 Est. Cost $40.55 Unrealized -4.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.85 Unrealized +6.8%
IXP ISHARES TR GBL COMM SVC ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $61.54 Unrealized
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $48.57 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $13 Shares 25 Est. Cost $294.23 Unrealized +112.4%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $13 Shares 225 Est. Cost $53.33 Unrealized
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 0.0%
Value ($000) $13 Shares 80 Est. Cost $101.70 Unrealized +49.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 130 Est. Cost $84.62 Unrealized
USB U.S. BANCORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $44.33 Unrealized +10.2%
MMM 3M CO 0.0%
Value ($000) $12 Shares 71 Est. Cost $107.82 Unrealized +18.1%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $97.95 Unrealized +19.2%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $124.59 Unrealized -10.9%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $11 Shares 100 Est. Cost $57.78 Unrealized +39.3%
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
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $11 Shares 600 Est. Cost $43.87 Unrealized -51.2%
CIM COML TR CORP PFD SER A 5.50000 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.88 Unrealized
ISCV ISHARES TR MRNING SM CP ETF 0.0%
Value ($000) $11 Shares 195 Est. Cost $96.51 Unrealized
SJNK SPDR SER TR BLOOMBERG SRT TR 0.0%
Value ($000) $11 Shares 417 Est. Cost $26.95 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $11 Shares 200 Est. Cost $35.00 Unrealized
QUIDEL CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $90.00 Unrealized
UEC URANIUM ENERGY CORP COM 0.0%
Value ($000) $10 Shares 4,000 Est. Cost $3.85 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $8.68 Unrealized +61.3%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $9 Shares 201 Est. Cost $49.09 Unrealized -11.0%
IYZ ISHARES TR US TELECOM ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.0%
Value ($000) $9 Shares 70 Est. Cost $128.57 Unrealized
AMC ENTERTAINMENT HOLDINGS INC 0.0%
Value ($000) $9 Shares 600 Est. Cost $25.00 Unrealized
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.77 Unrealized -5.1%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $177.44 Unrealized +11.2%
XLF SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.57 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $46.59 Unrealized +63.7%
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $8 Shares 23 Est. Cost $151.61 Unrealized +81.8%
IJH ISHARES S&P MIDCAP 400 INDEX FUND 0.0%
Value ($000) $8 Shares 30 Est. Cost $261.90 Unrealized
DTEC ALPS ETF TR DISRUPTIVE TECH 0.0%
Value ($000) $7 Shares 180 Est. Cost $27.78 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $173.71 Unrealized +55.5%
PKB INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON 0.0%
Value ($000) $7 Shares 150 Est. Cost $46.67 Unrealized
SEE SEALED AIR CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $35.31 Unrealized +62.1%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $141.35 Unrealized -5.9%
AIRR FIRST TR EXCHANGE TRADED FD VI RBA AMERN INDL RENAISSANCE ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
FEM FIRST TR EXCH TRADED ALPHADEX FD II EMERGING MKTS ALPHADEX FD 0.0%
Value ($000) $6 Shares 250 Est. Cost $26.67 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.0%
Value ($000) $6 Shares 55 Est. Cost $200.00 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $6 Shares 38 Est. Cost $179.69 Unrealized -12.0%
RACE FERRARI N V EUR0.01 NEW 0.0%
Value ($000) $6 Shares 26 Est. Cost $204.03 Unrealized +20.8%
CION CION INVT CORP COM 0.0%
Value ($000) $6 Shares 478 Est. Cost $12.55 Unrealized -43.9%
CION INVESTMENT CORPORATION TRANCHE C 0.0%
Value ($000) $6 Shares 478 Est. Cost $12.55 Unrealized
WW INTL INC COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $38.00 Unrealized
CION INVESTMENT CORPORATION TRANCHE B 0.0%
Value ($000) $6 Shares 478 Est. Cost $12.55 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $5 Shares 280 Est. Cost $26.57 Unrealized +21.2%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $12.86 Unrealized +296.3%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $81.14 Unrealized +9.3%
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $5 Shares 75 Est. Cost $86.53 Unrealized
MX MAGNACHIP SEMICONDUCTOR CORP 0.0%
Value ($000) $5 Shares 265 Est. Cost $18.48 Unrealized 0.0%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $89.66 Unrealized
NTDOY NINTENDO 8 ADR REP ORD 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.56 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $5 Shares 156 Est. Cost $35.09 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
ERIC ERICSSON SPON ADR REP 1 CL B ORD 0.0%
Value ($000) $5 Shares 395 Est. Cost $8.92 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $5 Shares 48 Est. Cost $61.67 Unrealized +118.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $189.71 Unrealized -37.0%
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
BBBY OVERSTOCK.COM INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $74.93 Unrealized +10.9%
KULR TECHNOLOGY GROUP INC COM 0.0%
Value ($000) $3 Shares 1,400 Est. Cost $2.14 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
MED MEDIFAST INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $185.44 Unrealized 0.0%
FXN FIRST TR EXCHANGE TRADED FD II ENERGY ALPHADEX FD ANNUAL 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
ALABAMA POWER CO 4.60000 PFD 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
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
ALGT ALLEGIANT TRAVEL COMPANY COM USD0.001 0.0%
Value ($000) $2 Shares 10 Est. Cost $138.29 Unrealized +29.8%
ASTRA SPACE INC COM CL A 0.0%
Value ($000) $2 Shares 555 Est. Cost $10.81 Unrealized
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.93 Unrealized +0.1%
NIO NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $40.00 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $2 Shares 20 Est. Cost $199.27 Unrealized -13.8%
PRKS SEAWORLD ENTERTAINMENT INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $28.85 Unrealized +118.1%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 38 Est. Cost $21.59 Unrealized 0.0%
EXCHANGE TRADED CONCEPTS TRUST CAPITAL LINK GLOBAL FINTECH LEADERS ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $1 Shares 65 Est. Cost $61.54 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VIII VEST US EQTY BUF 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
FMCC FEDERAL HOME LOAN MORTGAGE CORP COM NPV 0.0%
Value ($000) $1 Shares 680 Est. Cost $2.96 Unrealized -69.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $46.98 Unrealized +8.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 86 Est. Cost $13.33 Unrealized -16.6%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $37.77 Unrealized +33.6%
DJP BARCLAYS BK PLC DJUBS CMDT ETN36 0.00000 06/12/2036 CALLABLE PUTTABLE 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
CRON CRONOS GROUP INC COM NPV 0.0%
Value ($000) $0 Shares 120 Est. Cost $7.65 Unrealized -34.7%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 102 Est. Cost $9.80 Unrealized
ZNOG ZION OIL &GAS INC COM 0.0%
Value ($000) $0 Shares 2,926 Est. Cost $0.41 Unrealized -55.4%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.97 Unrealized +111.1%
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
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.83 Unrealized +8.6%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
GNLKQ GENELINK INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized -82.4%
NIKOLA CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized