Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 18, 2022

Total Value ($000): $158,318 (100.0% shares, 0.0% debt)

Holdings (290)

SCHP SCHWAB U.S. TIPS ETF 13.6%
Value ($000) $21,534 Shares 354,702 Est. Cost $59.97 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4.5%
Value ($000) $7,149 Shares 130,286 Est. Cost $58.77 Unrealized
AVGO BROADCOM INC COM 4.5%
Value ($000) $7,091 Shares 11,262 Est. Cost $26.66 Unrealized +106.6%
CTRA COTERRA ENERGY INC COM 4.2%
Value ($000) $6,585 Shares 244,160 Est. Cost $17.09 Unrealized +12.6%
ABBV ABBVIE INC COM 4.1%
Value ($000) $6,433 Shares 39,680 Est. Cost $68.72 Unrealized +84.0%
INFY INFOSYS LTD SPONSORED ADR 3.9%
Value ($000) $6,241 Shares 250,757 Est. Cost $11.46 Unrealized
TXN TEXAS INSTRS INC COM 3.8%
Value ($000) $6,030 Shares 32,865 Est. Cost $109.75 Unrealized +43.3%
FAST FASTENAL CO COM 3.6%
Value ($000) $5,775 Shares 97,226 Est. Cost $16.88 Unrealized +50.5%
SCHX SCHWAB U.S. LARGE-CAP ETF 3.6%
Value ($000) $5,646 Shares 104,842 Est. Cost $66.30 Unrealized
FAF FIRST AMERN FINL CORP COM 3.3%
Value ($000) $5,214 Shares 80,434 Est. Cost $50.46 Unrealized +22.5%
NTAP NETAPP INC COM 3.3%
Value ($000) $5,213 Shares 62,802 Est. Cost $46.17 Unrealized +71.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 3.1%
Value ($000) $4,976 Shares 105,064 Est. Cost $59.69 Unrealized
MRK MERCK & CO INC COM 3.1%
Value ($000) $4,917 Shares 59,932 Est. Cost $63.98 Unrealized +9.2%
PREMIER INC CL A 2.9%
Value ($000) $4,609 Shares 129,502 Est. Cost $34.69 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 2.6%
Value ($000) $4,147 Shares 54,672 Est. Cost $58.33 Unrealized
HRB BLOCK H & R INC COM 2.5%
Value ($000) $3,938 Shares 151,218 Est. Cost $17.20 Unrealized +25.5%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.5%
Value ($000) $3,894 Shares 63,397 Est. Cost $67.30 Unrealized
JEF JEFFERIES FINL GROUP INC COM 2.3%
Value ($000) $3,585 Shares 109,133 Est. Cost $30.09 Unrealized -0.5%
CHCO CITY HLDG CO COM 2.2%
Value ($000) $3,495 Shares 44,405 Est. Cost $64.51 Unrealized +11.1%
EIG EMPLOYERS HLDGS INC COM 2.0%
Value ($000) $3,173 Shares 77,357 Est. Cost $33.98 Unrealized +0.8%
ERIC ERICSSON ADR B SEK 10 1.9%
Value ($000) $3,046 Shares 333,304 Est. Cost $9.24 Unrealized
UPBD RENT A CTR INC NEW COM 1.8%
Value ($000) $2,793 Shares 110,891 Est. Cost $48.25 Unrealized -25.1%
COLB COLUMBIA BKG SYS INC COM 1.6%
Value ($000) $2,545 Shares 78,855 Est. Cost $29.01 Unrealized -2.5%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 1.5%
Value ($000) $2,411 Shares 114,427 Est. Cost $21.69 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.6%
Value ($000) $907 Shares 24,708 Est. Cost $33.27 Unrealized
CF CF INDS HLDGS INC COM 0.5%
Value ($000) $860 Shares 8,344 Est. Cost $67.31 Unrealized +10.3%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.5%
Value ($000) $839 Shares 22,084 Est. Cost $33.32 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $805 Shares 28,989 Est. Cost $27.52 Unrealized
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $702 Shares 7,308 Est. Cost $81.13 Unrealized
BKE BUCKLE INC COM 0.4%
Value ($000) $682 Shares 20,629 Est. Cost $25.72 Unrealized 0.0%
AAPL APPLE INC COM 0.4%
Value ($000) $680 Shares 3,896 Est. Cost $100.18 Unrealized +64.5%
BTU PEABODY ENGR CORP COM 0.4%
Value ($000) $642 Shares 26,165 Est. Cost $16.31 Unrealized 0.0%
UNITED STATES STL CORP NEW COM 0.4%
Value ($000) $633 Shares 16,765 Est. Cost $29.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $558 Shares 1,580 Est. Cost $216.75 Unrealized +49.2%
MOS MOSAIC CO NEW COM 0.3%
Value ($000) $545 Shares 8,190 Est. Cost $31.68 Unrealized +43.5%
CLF CLEVELAND-CLIFFS INC NEW COM 0.3%
Value ($000) $542 Shares 16,835 Est. Cost $22.79 Unrealized 0.0%
STRA STRATEGIC ED INC COM 0.3%
Value ($000) $537 Shares 8,084 Est. Cost $76.37 Unrealized -31.4%
AR ANTERO RESOURCES CORP COM 0.3%
Value ($000) $485 Shares 15,902 Est. Cost $11.95 Unrealized +87.9%
STLD STEEL DYNAMICS INC COM 0.3%
Value ($000) $452 Shares 5,415 Est. Cost $49.71 Unrealized +27.6%
MTUS TIMKENSTEEL CORPORATION COM 0.3%
Value ($000) $434 Shares 19,817 Est. Cost $14.24 Unrealized +23.4%
CUBI CUSTOMERS BANCORP INC COM 0.3%
Value ($000) $424 Shares 8,124 Est. Cost $38.15 Unrealized +59.6%
AA ALCOA CORP COM 0.3%
Value ($000) $422 Shares 4,690 Est. Cost $33.34 Unrealized +108.6%
NTR NUTRIEN LTD COM 0.3%
Value ($000) $410 Shares 3,938 Est. Cost $64.48 Unrealized +13.9%
NUE NUCOR CORP COM 0.2%
Value ($000) $367 Shares 2,467 Est. Cost $74.29 Unrealized +55.5%
SLM SLM CORP COM 0.2%
Value ($000) $346 Shares 18,824 Est. Cost $16.86 Unrealized +12.1%
CMC COMMERCIAL METALS CO COM 0.2%
Value ($000) $344 Shares 8,277 Est. Cost $35.59 Unrealized 0.0%
MLI MUELLER INDS INC COM 0.2%
Value ($000) $335 Shares 6,180 Est. Cost $21.94 Unrealized +22.0%
HAFC HANMI FINL CORP COM NEW 0.2%
Value ($000) $312 Shares 12,690 Est. Cost $19.12 Unrealized +34.8%
LPX LOUISIANA PAC CORP COM 0.2%
Value ($000) $308 Shares 4,955 Est. Cost $56.24 Unrealized +22.6%
BUNGE LIMITED COM 0.2%
Value ($000) $306 Shares 2,763 Est. Cost $97.16 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $304 Shares 5,959 Est. Cost $41.92 Unrealized -1.0%
M MACYS INC COM 0.2%
Value ($000) $303 Shares 12,431 Est. Cost $22.15 Unrealized +15.7%
OLN OLIN CORP COM PAR 1 0.2%
Value ($000) $295 Shares 5,642 Est. Cost $44.08 Unrealized +7.1%
CBT CABOT CORP COM 0.2%
Value ($000) $294 Shares 4,300 Est. Cost $48.70 Unrealized +25.0%
HWC HANCOCK WHITNEY CORPORATION COM 0.2%
Value ($000) $291 Shares 5,572 Est. Cost $44.34 Unrealized +21.6%
TSLA TESLA INC COM 0.2%
Value ($000) $286 Shares 265 Est. Cost $159.75 Unrealized +95.0%
MED MEDIFAST INC COM 0.2%
Value ($000) $284 Shares 1,662 Est. Cost $189.78 Unrealized -10.3%
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $283 Shares 3,159 Est. Cost $68.19 Unrealized +17.9%
ZION ZIONS BANCORPORATION N A COM 0.2%
Value ($000) $280 Shares 4,274 Est. Cost $56.51 Unrealized +21.0%
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $278 Shares 3,261 Est. Cost $82.89 Unrealized -2.3%
DCOM DIME CMNTY BANCSHARES INC COM 0.2%
Value ($000) $277 Shares 8,017 Est. Cost $26.62 Unrealized +12.3%
IIIN INSTEEL INDS INC COM 0.2%
Value ($000) $272 Shares 7,359 Est. Cost $26.37 Unrealized +17.8%
KLIC KULICKE & SOFFA INDS INC COM 0.2%
Value ($000) $269 Shares 4,807 Est. Cost $47.26 Unrealized +9.1%
PACWEST BANCORP DEL COM 0.2%
Value ($000) $268 Shares 6,217 Est. Cost $41.30 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.2%
Value ($000) $262 Shares 5,063 Est. Cost $45.47 Unrealized +17.3%
BHE BENCHMARK ELECTRS INC COM 0.2%
Value ($000) $258 Shares 10,297 Est. Cost $23.40 Unrealized +0.0%
RGP RESOURCES CONNECTION INC COM 0.2%
Value ($000) $252 Shares 14,722 Est. Cost $17.54 Unrealized -2.0%
SIG SIGNET JEWELERS LIMITED SHS 0.2%
Value ($000) $248 Shares 3,417 Est. Cost $37.01 Unrealized +105.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $248 Shares 76 Est. Cost $114.22 Unrealized +35.3%
KEY KEYCORP COM 0.2%
Value ($000) $246 Shares 11,004 Est. Cost $16.78 Unrealized +21.0%
BZH BEAZER HOMES USA INC COM NEW 0.2%
Value ($000) $245 Shares 16,088 Est. Cost $17.75 Unrealized 0.0%
FULT FULTON FINL CORP PA COM 0.2%
Value ($000) $238 Shares 14,313 Est. Cost $13.27 Unrealized +14.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $235 Shares 1,789 Est. Cost $126.98 Unrealized +7.0%
OMF ONEMAIN HLDGS INC COM 0.1%
Value ($000) $233 Shares 4,911 Est. Cost $52.21 Unrealized -4.5%
WSBC WESBANCO INC COM 0.1%
Value ($000) $230 Shares 6,689 Est. Cost $34.26 Unrealized +5.1%
CAL CALERES INC COM 0.1%
Value ($000) $229 Shares 11,834 Est. Cost $22.54 Unrealized -8.6%
VISTA OUTDOOR INC COM 0.1%
Value ($000) $227 Shares 6,364 Est. Cost $41.17 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.1%
Value ($000) $218 Shares 15,287 Est. Cost $16.77 Unrealized +5.8%
IVZ INVESCO LTD SHS 0.1%
Value ($000) $218 Shares 9,453 Est. Cost $19.52 Unrealized -5.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $217 Shares 4,058 Est. Cost $73.47 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $216 Shares 1,660 Est. Cost $99.74 Unrealized +12.4%
SATS ECHOSTAR CORP CL A 0.1%
Value ($000) $211 Shares 8,688 Est. Cost $24.82 Unrealized -0.7%
GHC GRAHAM HLDGS CO COM CL B 0.1%
Value ($000) $203 Shares 332 Est. Cost $570.45 Unrealized +1.1%
BBY BEST BUY INC COM 0.1%
Value ($000) $195 Shares 2,145 Est. Cost $67.95 Unrealized +21.0%
DHI D R HORTON INC COM 0.1%
Value ($000) $186 Shares 2,501 Est. Cost $82.64 Unrealized +0.8%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $173 Shares 2,133 Est. Cost $71.46 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $173 Shares 532 Est. Cost $191.78 Unrealized +47.5%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $155 Shares 4,075 Est. Cost $28.65 Unrealized
CALLON PETE CO DEL COM 0.1%
Value ($000) $134 Shares 2,266 Est. Cost $57.63 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.1%
Value ($000) $131 Shares 1,522 Est. Cost $54.22 Unrealized +51.5%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $125 Shares 1,260 Est. Cost $66.06 Unrealized +44.0%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.1%
Value ($000) $125 Shares 1,444 Est. Cost $50.04 Unrealized
VIRT VIRTU FINL INC CL A 0.1%
Value ($000) $115 Shares 3,083 Est. Cost $28.18 Unrealized +17.2%
CYH COMMUNITY HEALTH SYS INC NEW COM 0.1%
Value ($000) $115 Shares 9,711 Est. Cost $10.55 Unrealized +15.3%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $107 Shares 700 Est. Cost $123.16 Unrealized +15.4%
BCC BOISE CASCADE CO DEL COM 0.1%
Value ($000) $106 Shares 1,522 Est. Cost $42.64 Unrealized +45.1%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $98 Shares 170 Est. Cost $299.18 Unrealized +67.4%
R RYDER SYS INC COM 0.1%
Value ($000) $98 Shares 1,240 Est. Cost $77.79 Unrealized 0.0%
ENVA ENOVA INTL INC COM 0.1%
Value ($000) $91 Shares 2,401 Est. Cost $31.42 Unrealized +27.8%
REALOGY HLDGS CORP COM 0.1%
Value ($000) $89 Shares 5,660 Est. Cost $15.71 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $88 Shares 284 Est. Cost $163.38 Unrealized +78.4%
WMT WALMART INC COM 0.1%
Value ($000) $85 Shares 568 Est. Cost $43.40 Unrealized +2.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $84 Shares 500 Est. Cost $120.69 Unrealized +23.0%
MMM 3M CO COM 0.1%
Value ($000) $82 Shares 550 Est. Cost $117.52 Unrealized -2.5%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $76 Shares 4,997 Est. Cost $18.55 Unrealized -9.4%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $75 Shares 548 Est. Cost $97.25 Unrealized +44.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $75 Shares 7,948 Est. Cost $11.06 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $73 Shares 4,307 Est. Cost $13.43 Unrealized +36.7%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $72 Shares 173 Est. Cost $316.09 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $71 Shares 932 Est. Cost $63.30 Unrealized
ENDO INTL PLC SHS 0.0%
Value ($000) $69 Shares 29,862 Est. Cost $4.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $69 Shares 6,090 Est. Cost $11.05 Unrealized -2.5%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $68 Shares 5,179 Est. Cost $16.48 Unrealized
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $66 Shares 1,620 Est. Cost $34.67 Unrealized
DJTWW DIGITAL WORLD ACQUISITION CORP WT EXP 063028 0.0%
Value ($000) $65 Shares 3,835 Est. Cost $13.30 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $64 Shares 142 Est. Cost $373.24 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value ($000) $63 Shares 444 Est. Cost $126.19 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $63 Shares 900 Est. Cost $44.10 Unrealized +31.6%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $62 Shares 138 Est. Cost $310.42 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $61 Shares 469 Est. Cost $112.51 Unrealized +19.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $58 Shares 360 Est. Cost $141.67 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $56 Shares 20 Est. Cost $76.30 Unrealized +76.7%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $53 Shares 389 Est. Cost $135.84 Unrealized +4.0%
TGT TARGET CORP COM 0.0%
Value ($000) $51 Shares 241 Est. Cost $114.05 Unrealized +67.7%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $50 Shares 257 Est. Cost $159.53 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $49 Shares 277 Est. Cost $128.46 Unrealized +24.8%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $49 Shares 274 Est. Cost $117.78 Unrealized +28.9%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $46 Shares 1,108 Est. Cost $27.59 Unrealized +48.0%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $46 Shares 5,943 Est. Cost $18.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $42 Shares 15 Est. Cost $91.71 Unrealized +47.1%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $40 Shares 1,054 Est. Cost $25.95 Unrealized +40.5%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $39 Shares 239 Est. Cost $76.00 Unrealized +61.5%
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF 0.0%
Value ($000) $39 Shares 1,005 Est. Cost $29.14 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $36 Shares 502 Est. Cost $48.90 Unrealized +20.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $35 Shares 415 Est. Cost $46.37 Unrealized +79.8%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $35 Shares 510 Est. Cost $100.00 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $34 Shares 98 Est. Cost $357.14 Unrealized
VEON LTD SPONSORED ADR 0.0%
Value ($000) $33 Shares 48,043 Est. Cost $1.72 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $33 Shares 3,148 Est. Cost $6.94 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $33 Shares 478 Est. Cost $45.07 Unrealized +21.7%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $50.00 Unrealized +29.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $28 Shares 533 Est. Cost $41.09 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $28 Shares 235 Est. Cost $53.84 Unrealized +74.8%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $27 Shares 570 Est. Cost $36.26 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $26 Shares 459 Est. Cost $50.63 Unrealized 0.0%
META META PLATFORMS INC CL A 0.0%
Value ($000) $25 Shares 113 Est. Cost $245.39 Unrealized +1.1%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $25 Shares 298 Est. Cost $87.65 Unrealized -11.7%
F FORD MTR CO DEL COM 0.0%
Value ($000) $24 Shares 1,395 Est. Cost $7.01 Unrealized +107.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $24 Shares 146 Est. Cost $143.25 Unrealized +2.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $23 Shares 112 Est. Cost $148.18 Unrealized +44.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $23 Shares 255 Est. Cost $70.86 Unrealized +21.3%
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 +78.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 61 Est. Cost $105.76 Unrealized +159.7%
NKE NIKE INC CL B 0.0%
Value ($000) $20 Shares 150 Est. Cost $86.51 Unrealized +52.5%
KO COCA COLA CO COM 0.0%
Value ($000) $19 Shares 306 Est. Cost $43.87 Unrealized +23.2%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $19 Shares 62 Est. Cost $225.81 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $19 Shares 68 Est. Cost $120.36 Unrealized +106.5%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $17 Shares 114 Est. Cost $122.98 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $16 Shares 174 Est. Cost $62.95 Unrealized -7.0%
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $16 Shares 420 Est. Cost $44.99 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $15 Shares 360 Est. Cost $43.86 Unrealized
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $15 Shares 145 Est. Cost $100.55 Unrealized 0.0%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $15 Shares 58 Est. Cost $231.87 Unrealized
BILI BILIBILI INC SPONS ADS REP Z 0.0%
Value ($000) $13 Shares 525 Est. Cost $86.25 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $13 Shares 37 Est. Cost $315.67 Unrealized +11.4%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $13 Shares 3,341 Est. Cost $6.90 Unrealized -47.2%
PFE PFIZER INC COM 0.0%
Value ($000) $13 Shares 257 Est. Cost $29.52 Unrealized +43.9%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $12 Shares 85 Est. Cost $138.15 Unrealized -3.2%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $12 Shares 800 Est. Cost $15.17 Unrealized +3.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $12 Shares 225 Est. Cost $28.02 Unrealized +32.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $11 Shares 50 Est. Cost $80.20 Unrealized +132.4%
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.50 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $11 Shares 50 Est. Cost $116.50 Unrealized +52.1%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $18.44 Unrealized +35.8%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $61.44 Unrealized
FSZ FIRST TRUST SWITZERLAND ALPHADEX FUND 0.0%
Value ($000) $11 Shares 168 Est. Cost $53.16 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $10 Shares 2,223 Est. Cost $16.51 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $51.98 Unrealized +129.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $10 Shares 132 Est. Cost $50.35 Unrealized +19.2%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $10 Shares 498 Est. Cost $36.69 Unrealized -44.9%
CHWY CHEWY INC CL A 0.0%
Value ($000) $10 Shares 238 Est. Cost $27.28 Unrealized +66.6%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $9 Shares 51 Est. Cost $117.65 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 1,330 Est. Cost $7.36 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $202.32 Unrealized -0.8%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $9 Shares 57 Est. Cost $92.05 Unrealized +48.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 40 Est. Cost $170.74 Unrealized +26.5%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $346.07 Unrealized +9.3%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $33.92 Unrealized +65.2%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $225.00 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $156.72 Unrealized +51.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $235.50 Unrealized +13.2%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.96 Unrealized +47.8%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.85 Unrealized +10.9%
BARRICK GOLD CORP COM 0.0%
Value ($000) $7 Shares 280 Est. Cost $28.57 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $7 Shares 27 Est. Cost $296.30 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $93.49 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $134.72 Unrealized +46.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $208.50 Unrealized +2.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $92.34 Unrealized +24.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $59.11 Unrealized +22.4%
BUFG FT CBOE VEST BUFFERED ALLOCATION GROWTH ETF 0.0%
Value ($000) $6 Shares 315 Est. Cost $19.05 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $6 Shares 88 Est. Cost $45.24 Unrealized +66.3%
V VISA INC COM CL A 0.0%
Value ($000) $5 Shares 23 Est. Cost $198.33 Unrealized +5.9%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $44.56 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 2 Est. Cost $2002.28 Unrealized +14.8%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $5 Shares 116 Est. Cost $34.48 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $131.26 Unrealized -11.3%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $5 Shares 20 Est. Cost $183.91 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $5 Shares 113 Est. Cost $27.17 Unrealized +78.4%
INTC INTEL CORP COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $46.55 Unrealized -0.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $568.16 Unrealized 0.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $4 Shares 214 Est. Cost $14.02 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $213.14 Unrealized +52.7%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $4 Shares 1,695 Est. Cost $3.54 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $56.12 Unrealized -1.7%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $134.21 Unrealized -1.0%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $4 Shares 61 Est. Cost $49.18 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $4 Shares 40 Est. Cost $77.58 Unrealized +15.8%
ELV ANTHEM INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $250.01 Unrealized +73.1%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $115.65 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 332 Est. Cost $21.59 Unrealized -30.3%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $117.07 Unrealized +37.4%
HANESBRANDS INC COM 0.0%
Value ($000) $4 Shares 248 Est. Cost $14.27 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $4 Shares 46 Est. Cost $43.48 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $4 Shares 176 Est. Cost $28.37 Unrealized -28.0%
DOW DOW INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $30.58 Unrealized +57.8%
VICE ADVISORSHARES VICE ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $29.41 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $3 Shares 7 Est. Cost $332.91 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $183.58 Unrealized +24.1%
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $25.13 Unrealized +81.9%
KMX CARMAX INC COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $99.89 Unrealized +7.7%
ORCL ORACLE CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $58.79 Unrealized +30.9%
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $79.59 Unrealized -19.0%
AURORA CANNABIS INC COM 0.0%
Value ($000) $3 Shares 868 Est. Cost $10.78 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $109.93 Unrealized +56.3%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $32.79 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $47.22 Unrealized +76.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 29 Est. Cost $206.90 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $319.80 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 21 Est. Cost $63.90 Unrealized +89.5%
HTZWW HERTZ GLOBAL HLDGS INC WT EXP 063051 0.0%
Value ($000) $3 Shares 194 Est. Cost $15.46 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $2 Shares 120 Est. Cost $19.42 Unrealized -7.7%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $2 Shares 120 Est. Cost $17.60 Unrealized -11.0%
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -3.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 155 Est. Cost $13.33 Unrealized -17.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $283.07 Unrealized -53.1%
BA BOEING CO COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $200.72 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $2 Shares 13 Est. Cost $179.93 Unrealized -24.4%
ISHARES EVOLVED U.S. INNOVATIVE HEALTHCARE ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $13.17 Unrealized +126.6%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 243 Est. Cost $4.12 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $69.72 Unrealized -60.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.44 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.98 Unrealized
ZYNGA INC CL A 0.0%
Value ($000) $1 Shares 121 Est. Cost $8.62 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $115.22 Unrealized -47.2%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
CENX CENTURY ALUM CO COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $14.64 Unrealized +43.8%
AI C3 AI INC CL A 0.0%
Value ($000) $1 Shares 42 Est. Cost $50.86 Unrealized -52.7%
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $4.15 Unrealized +113.8%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $25.46 Unrealized -6.4%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $15.88 Unrealized +70.9%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 151 Est. Cost $24.43 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $42.40 Unrealized -2.2%
BRCC BRC INC COM CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $17.65 Unrealized 0.0%
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
DEFIANCE NEXT GEN SPAC DERIVED ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.71 Unrealized +42.1%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $121.77 Unrealized
WW INTL INC COM 0.0%
Value ($000) $1 Shares 133 Est. Cost $40.00 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $15.31 Unrealized +109.3%
VANECK RUSSIA ETF 0.0%
Value ($000) $1 Shares 162 Est. Cost $26.74 Unrealized
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +35.6%
LMND LEMONADE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $90.80 Unrealized -68.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized +14.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +56.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.89 Unrealized +17.8%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $258.29 Unrealized -33.9%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PMCB PHARMACYTE BIOTECH INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.22 Unrealized 0.0%