Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 19, 2022

Total Value ($000): $151,357 (100.0% shares, 0.0% debt)

Holdings (284)

SCHP SCHWAB U.S. TIPS ETF 13.9%
Value ($000) $21,075 Shares 377,694 Est. Cost $59.72 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4.8%
Value ($000) $7,242 Shares 141,838 Est. Cost $58.14 Unrealized
ABBV ABBVIE INC COM 4.1%
Value ($000) $6,181 Shares 40,356 Est. Cost $69.81 Unrealized +92.1%
MRK MERCK & CO INC COM 3.6%
Value ($000) $5,449 Shares 59,772 Est. Cost $63.98 Unrealized +23.8%
HRB BLOCK H & R INC COM 3.5%
Value ($000) $5,315 Shares 150,468 Est. Cost $17.20 Unrealized +61.1%
TXN TEXAS INSTRS INC COM 3.4%
Value ($000) $5,121 Shares 33,330 Est. Cost $110.32 Unrealized +36.9%
FAST FASTENAL CO COM 3.2%
Value ($000) $4,858 Shares 97,321 Est. Cost $16.88 Unrealized +45.9%
AVGO BROADCOM INC COM 3.2%
Value ($000) $4,847 Shares 9,978 Est. Cost $26.66 Unrealized +96.5%
PREMIER INC CL A 3.0%
Value ($000) $4,612 Shares 129,256 Est. Cost $34.69 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 2.9%
Value ($000) $4,426 Shares 99,111 Est. Cost $66.30 Unrealized
BKE BUCKLE INC COM 2.8%
Value ($000) $4,276 Shares 154,418 Est. Cost $22.48 Unrealized -2.2%
FAF FIRST AMERN FINL CORP COM 2.8%
Value ($000) $4,267 Shares 80,630 Est. Cost $50.46 Unrealized +1.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 2.8%
Value ($000) $4,250 Shares 108,992 Est. Cost $58.94 Unrealized
CTRA COTERRA ENERGY INC COM 2.7%
Value ($000) $4,136 Shares 160,358 Est. Cost $17.09 Unrealized +49.9%
NTAP NETAPP INC COM 2.7%
Value ($000) $4,092 Shares 62,728 Est. Cost $46.17 Unrealized +42.5%
INFY INFOSYS LTD SPONSORED ADR 2.7%
Value ($000) $4,025 Shares 217,462 Est. Cost $11.46 Unrealized
JEF JEFFERIES FINL GROUP INC COM 2.6%
Value ($000) $3,990 Shares 144,443 Est. Cost $29.17 Unrealized -9.8%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.6%
Value ($000) $3,954 Shares 74,167 Est. Cost $65.27 Unrealized
AAP ADVANCE AUTO PARTS INC COM 2.5%
Value ($000) $3,812 Shares 22,023 Est. Cost $180.47 Unrealized 0.0%
CHCO CITY HLDG CO COM 2.4%
Value ($000) $3,557 Shares 44,532 Est. Cost $64.51 Unrealized +10.3%
UPBD RENT A CTR INC NEW COM 2.3%
Value ($000) $3,550 Shares 182,503 Est. Cost $39.09 Unrealized -36.3%
SCHM SCHWAB U.S. MID-CAP ETF 2.2%
Value ($000) $3,363 Shares 53,606 Est. Cost $58.33 Unrealized
EIG EMPLOYERS HLDGS INC COM 2.2%
Value ($000) $3,316 Shares 79,158 Est. Cost $34.02 Unrealized +4.5%
ERIC ERICSSON ADR B SEK 10 2.2%
Value ($000) $3,284 Shares 443,739 Est. Cost $8.78 Unrealized
COLB COLUMBIA BKG SYS INC COM 1.5%
Value ($000) $2,268 Shares 79,151 Est. Cost $29.01 Unrealized -17.3%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 1.5%
Value ($000) $2,230 Shares 107,526 Est. Cost $21.69 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $792 Shares 31,201 Est. Cost $27.37 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.5%
Value ($000) $789 Shares 25,081 Est. Cost $33.24 Unrealized
CF CF INDS HLDGS INC COM 0.5%
Value ($000) $734 Shares 8,564 Est. Cost $67.89 Unrealized +32.2%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.5%
Value ($000) $726 Shares 23,248 Est. Cost $33.21 Unrealized
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $584 Shares 6,839 Est. Cost $81.13 Unrealized
AAPL APPLE INC COM 0.4%
Value ($000) $536 Shares 3,921 Est. Cost $100.18 Unrealized +48.4%
MOS MOSAIC CO NEW COM 0.3%
Value ($000) $465 Shares 9,847 Est. Cost $35.73 Unrealized +56.1%
MTUS TIMKENSTEEL CORPORATION COM 0.3%
Value ($000) $445 Shares 23,782 Est. Cost $15.41 Unrealized +37.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $431 Shares 1,580 Est. Cost $216.75 Unrealized +44.7%
MLI MUELLER INDS INC COM 0.3%
Value ($000) $402 Shares 7,542 Est. Cost $22.63 Unrealized +13.8%
NUE NUCOR CORP COM 0.3%
Value ($000) $382 Shares 3,655 Est. Cost $91.70 Unrealized +39.4%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $377 Shares 7,425 Est. Cost $41.57 Unrealized -3.5%
CAL CALERES INC COM 0.2%
Value ($000) $367 Shares 13,983 Est. Cost $22.71 Unrealized +4.0%
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $365 Shares 4,237 Est. Cost $71.03 Unrealized +11.7%
RGP RESOURCES CONNECTION INC COM 0.2%
Value ($000) $354 Shares 17,394 Est. Cost $17.59 Unrealized +1.5%
DHI D R HORTON INC COM 0.2%
Value ($000) $353 Shares 5,328 Est. Cost $74.75 Unrealized -9.3%
AR ANTERO RESOURCES CORP COM 0.2%
Value ($000) $346 Shares 11,278 Est. Cost $11.95 Unrealized +206.1%
STLD STEEL DYNAMICS INC COM 0.2%
Value ($000) $345 Shares 5,217 Est. Cost $49.71 Unrealized +52.2%
HAFC HANMI FINL CORP COM NEW 0.2%
Value ($000) $342 Shares 15,225 Est. Cost $19.80 Unrealized +17.1%
GHC GRAHAM HLDGS CO COM CL B 0.2%
Value ($000) $336 Shares 592 Est. Cost $572.13 Unrealized +0.4%
BUNGE LIMITED COM 0.2%
Value ($000) $330 Shares 3,637 Est. Cost $95.62 Unrealized
CUBI CUSTOMERS BANCORP INC COM 0.2%
Value ($000) $330 Shares 9,738 Est. Cost $38.57 Unrealized +5.4%
CMC COMMERCIAL METALS CO COM 0.2%
Value ($000) $328 Shares 9,922 Est. Cost $35.90 Unrealized +4.4%
CBT CABOT CORP COM 0.2%
Value ($000) $328 Shares 5,148 Est. Cost $51.12 Unrealized +24.0%
MATX MATSON INC COM 0.2%
Value ($000) $315 Shares 4,328 Est. Cost $81.70 Unrealized 0.0%
SATS ECHOSTAR CORP CL A 0.2%
Value ($000) $314 Shares 16,268 Est. Cost $23.77 Unrealized -5.0%
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $314 Shares 4,182 Est. Cost $82.71 Unrealized -0.8%
OLN OLIN CORP COM PAR 1 0.2%
Value ($000) $313 Shares 6,765 Est. Cost $45.66 Unrealized +17.3%
LPX LOUISIANA PAC CORP COM 0.2%
Value ($000) $312 Shares 5,945 Est. Cost $57.55 Unrealized +11.5%
BTU PEABODY ENGR CORP COM 0.2%
Value ($000) $306 Shares 14,357 Est. Cost $16.31 Unrealized +44.7%
BHE BENCHMARK ELECTRS INC COM 0.2%
Value ($000) $304 Shares 13,494 Est. Cost $23.13 Unrealized -3.8%
IIIN INSTEEL INDS INC COM 0.2%
Value ($000) $300 Shares 8,914 Est. Cost $27.33 Unrealized +16.6%
HWC HANCOCK WHITNEY CORPORATION COM 0.2%
Value ($000) $297 Shares 6,689 Est. Cost $44.88 Unrealized +6.0%
BBY BEST BUY INC COM 0.2%
Value ($000) $289 Shares 4,434 Est. Cost $68.92 Unrealized +1.3%
NTR NUTRIEN LTD COM 0.2%
Value ($000) $287 Shares 3,596 Est. Cost $64.48 Unrealized +34.0%
UNITED STATES STL CORP NEW COM 0.2%
Value ($000) $285 Shares 15,906 Est. Cost $29.02 Unrealized
DCOM DIME CMNTY BANCSHARES INC COM 0.2%
Value ($000) $285 Shares 9,612 Est. Cost $26.76 Unrealized +2.5%
M MACYS INC COM 0.2%
Value ($000) $273 Shares 14,929 Est. Cost $22.23 Unrealized +1.8%
MED MEDIFAST INC COM 0.2%
Value ($000) $272 Shares 1,508 Est. Cost $189.78 Unrealized -14.1%
CCRN CROSS CTRY HEALTHCARE INC COM 0.2%
Value ($000) $261 Shares 12,524 Est. Cost $18.74 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A COM 0.2%
Value ($000) $261 Shares 5,134 Est. Cost $56.57 Unrealized +0.5%
AA ALCOA CORP COM 0.2%
Value ($000) $256 Shares 5,627 Est. Cost $38.15 Unrealized +63.1%
WSBC WESBANCO INC COM 0.2%
Value ($000) $254 Shares 8,008 Est. Cost $34.04 Unrealized -3.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $250 Shares 5,655 Est. Cost $65.21 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.2%
Value ($000) $249 Shares 6,071 Est. Cost $45.93 Unrealized +5.1%
KLIC KULICKE & SOFFA INDS INC COM 0.2%
Value ($000) $246 Shares 5,754 Est. Cost $47.12 Unrealized -1.5%
OMF ONEMAIN HLDGS INC COM 0.2%
Value ($000) $244 Shares 6,515 Est. Cost $49.99 Unrealized -13.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $240 Shares 1,697 Est. Cost $100.12 Unrealized +17.4%
BZH BEAZER HOMES USA INC COM NEW 0.2%
Value ($000) $233 Shares 19,312 Est. Cost $17.23 Unrealized -15.2%
KEY KEYCORP COM 0.1%
Value ($000) $227 Shares 13,200 Est. Cost $16.64 Unrealized -4.3%
LAREDO PETROLEUM INC COM 0.1%
Value ($000) $224 Shares 3,247 Est. Cost $68.99 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $223 Shares 2,143 Est. Cost $124.91 Unrealized -8.4%
SIG SIGNET JEWELERS LIMITED SHS 0.1%
Value ($000) $218 Shares 4,086 Est. Cost $41.16 Unrealized +51.4%
VISTA OUTDOOR INC COM 0.1%
Value ($000) $212 Shares 7,611 Est. Cost $38.99 Unrealized
PACWEST BANCORP DEL COM 0.1%
Value ($000) $198 Shares 7,443 Est. Cost $38.88 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.1%
Value ($000) $196 Shares 18,303 Est. Cost $16.07 Unrealized -22.1%
CLF CLEVELAND-CLIFFS INC NEW COM 0.1%
Value ($000) $189 Shares 12,298 Est. Cost $22.79 Unrealized +4.9%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $188 Shares 1,770 Est. Cost $124.66 Unrealized +0.4%
IVZ INVESCO LTD SHS 0.1%
Value ($000) $183 Shares 11,327 Est. Cost $18.94 Unrealized -15.6%
TSLA TESLA INC COM 0.1%
Value ($000) $183 Shares 272 Est. Cost $162.66 Unrealized +67.8%
AON AON PLC SHS CL A 0.1%
Value ($000) $143 Shares 532 Est. Cost $191.78 Unrealized +46.0%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $113 Shares 1,218 Est. Cost $66.06 Unrealized +36.9%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $101 Shares 700 Est. Cost $123.16 Unrealized +11.5%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.1%
Value ($000) $99 Shares 1,605 Est. Cost $51.21 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $97 Shares 1,362 Est. Cost $77.39 Unrealized -5.2%
CALLON PETE CO DEL COM 0.1%
Value ($000) $96 Shares 2,445 Est. Cost $56.29 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.1%
Value ($000) $89 Shares 1,696 Est. Cost $55.80 Unrealized +24.7%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $88 Shares 184 Est. Cost $313.31 Unrealized +54.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $83 Shares 500 Est. Cost $120.69 Unrealized +24.1%
VIRT VIRTU FINL INC CL A 0.1%
Value ($000) $80 Shares 3,421 Est. Cost $28.23 Unrealized +1.4%
ENVA ENOVA INTL INC COM 0.1%
Value ($000) $77 Shares 2,670 Est. Cost $31.59 Unrealized +4.7%
WMT WALMART INC COM 0.0%
Value ($000) $73 Shares 602 Est. Cost $43.43 Unrealized +1.4%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $72 Shares 1,088 Est. Cost $71.46 Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $71 Shares 548 Est. Cost $97.25 Unrealized +25.8%
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $71 Shares 276 Est. Cost $163.38 Unrealized +61.2%
MMM 3M CO COM 0.0%
Value ($000) $71 Shares 550 Est. Cost $117.52 Unrealized -10.5%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $71 Shares 6,553 Est. Cost $11.03 Unrealized -1.9%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $70 Shares 4,974 Est. Cost $13.71 Unrealized +13.4%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $68 Shares 1,140 Est. Cost $42.64 Unrealized +43.9%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $67 Shares 5,067 Est. Cost $18.49 Unrealized -21.6%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $66 Shares 2,104 Est. Cost $28.65 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $64 Shares 8,508 Est. Cost $10.83 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $64 Shares 5,754 Est. Cost $15.94 Unrealized
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $61 Shares 6,254 Est. Cost $15.15 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $57 Shares 900 Est. Cost $44.10 Unrealized +36.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $56 Shares 932 Est. Cost $63.30 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $54 Shares 469 Est. Cost $112.51 Unrealized +2.8%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $54 Shares 142 Est. Cost $373.24 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $52 Shares 360 Est. Cost $141.67 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $52 Shares 138 Est. Cost $310.42 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $49 Shares 348 Est. Cost $131.31 Unrealized +29.6%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $49 Shares 274 Est. Cost $117.78 Unrealized +35.8%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $48 Shares 257 Est. Cost $159.53 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $44 Shares 20 Est. Cost $76.30 Unrealized +53.2%
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $42 Shares 11,137 Est. Cost $10.10 Unrealized -30.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $42 Shares 240 Est. Cost $164.91 Unrealized +8.9%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $40 Shares 124 Est. Cost $316.09 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $38 Shares 277 Est. Cost $128.46 Unrealized +24.2%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $37 Shares 389 Est. Cost $135.84 Unrealized -20.2%
SO SOUTHERN CO COM 0.0%
Value ($000) $36 Shares 502 Est. Cost $48.90 Unrealized +31.5%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $35 Shares 239 Est. Cost $76.00 Unrealized +87.8%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $33 Shares 15 Est. Cost $91.71 Unrealized +27.9%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $32 Shares 1,054 Est. Cost $25.95 Unrealized +30.3%
EVRG EVERGY INC COM 0.0%
Value ($000) $31 Shares 478 Est. Cost $45.07 Unrealized +29.2%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $31 Shares 770 Est. Cost $37.30 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $30 Shares 510 Est. Cost $100.00 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $29 Shares 3,148 Est. Cost $6.94 Unrealized -3.8%
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $27 Shares 776 Est. Cost $34.67 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $27 Shares 500 Est. Cost $50.00 Unrealized +7.0%
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value ($000) $26 Shares 218 Est. Cost $126.19 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $26 Shares 415 Est. Cost $46.37 Unrealized +41.3%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $26 Shares 98 Est. Cost $357.14 Unrealized
ENDO INTL PLC SHS 0.0%
Value ($000) $24 Shares 52,153 Est. Cost $2.49 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $22 Shares 235 Est. Cost $53.84 Unrealized +64.3%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $22 Shares 42 Est. Cost $253.12 Unrealized +86.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $22 Shares 146 Est. Cost $143.25 Unrealized -1.6%
DJTWW DIGITAL WORLD ACQUISITION CORP WT EXP 063028 0.0%
Value ($000) $22 Shares 3,835 Est. Cost $13.30 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $22 Shares 68 Est. Cost $120.36 Unrealized +141.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $19 Shares 255 Est. Cost $70.86 Unrealized -0.7%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $19 Shares 5,943 Est. Cost $18.00 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $19 Shares 306 Est. Cost $43.87 Unrealized +29.4%
META META PLATFORMS INC CL A 0.0%
Value ($000) $18 Shares 113 Est. Cost $245.39 Unrealized -21.9%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $17 Shares 62 Est. Cost $225.81 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 61 Est. Cost $105.76 Unrealized +158.6%
F FORD MTR CO DEL COM 0.0%
Value ($000) $16 Shares 1,395 Est. Cost $7.01 Unrealized +50.4%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $15 Shares 114 Est. Cost $122.98 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $15 Shares 150 Est. Cost $86.51 Unrealized +28.6%
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF 0.0%
Value ($000) $15 Shares 437 Est. Cost $29.14 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $13 Shares 257 Est. Cost $29.52 Unrealized +42.3%
BILI BILIBILI INC SPONS ADS REP Z 0.0%
Value ($000) $13 Shares 525 Est. Cost $86.25 Unrealized
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $13 Shares 145 Est. Cost $100.55 Unrealized -6.3%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $12 Shares 37 Est. Cost $315.67 Unrealized +6.8%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $12 Shares 276 Est. Cost $41.09 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $11 Shares 174 Est. Cost $62.95 Unrealized -24.4%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $11 Shares 800 Est. Cost $15.17 Unrealized -8.4%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $10 Shares 85 Est. Cost $138.15 Unrealized -18.2%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $10 Shares 548 Est. Cost $19.15 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 160 Est. Cost $61.50 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $10 Shares 298 Est. Cost $87.65 Unrealized -30.2%
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $10 Shares 369 Est. Cost $44.99 Unrealized
GLOBAL X FDS CANNABIS ETF NEW 0.0%
Value ($000) $9 Shares 573 Est. Cost $15.71 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $9 Shares 3,341 Est. Cost $6.90 Unrealized -54.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $9 Shares 225 Est. Cost $28.02 Unrealized +37.2%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 40 Est. Cost $170.74 Unrealized +33.8%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $9 Shares 2,223 Est. Cost $16.51 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $9 Shares 337 Est. Cost $43.86 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $9 Shares 50 Est. Cost $116.50 Unrealized +31.6%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 1,330 Est. Cost $7.36 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $202.32 Unrealized +5.0%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $8 Shares 51 Est. Cost $117.65 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $92.05 Unrealized +60.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $8 Shares 50 Est. Cost $80.20 Unrealized +125.8%
CHWY CHEWY INC CL A 0.0%
Value ($000) $8 Shares 238 Est. Cost $27.28 Unrealized +17.5%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 132 Est. Cost $50.35 Unrealized +25.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $156.72 Unrealized +38.6%
EOG EOG RES INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $93.49 Unrealized +13.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $235.50 Unrealized +5.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $51.98 Unrealized +80.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $6 Shares 27 Est. Cost $296.30 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $346.07 Unrealized -3.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $134.72 Unrealized +35.9%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $18.44 Unrealized +2.2%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.85 Unrealized +0.4%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $6 Shares 140 Est. Cost $35.24 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $59.11 Unrealized +21.5%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $5 Shares 598 Est. Cost $33.01 Unrealized -55.5%
BARRICK GOLD CORP COM 0.0%
Value ($000) $5 Shares 280 Est. Cost $28.57 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $56.12 Unrealized -3.6%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $33.92 Unrealized +51.6%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $88.67 Unrealized 0.0%
V VISA INC COM CL A 0.0%
Value ($000) $5 Shares 23 Est. Cost $198.33 Unrealized +1.4%
ABT ABBOTT LABS COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.34 Unrealized +14.9%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $4 Shares 46 Est. Cost $43.48 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $4 Shares 113 Est. Cost $27.17 Unrealized +47.0%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $4 Shares 116 Est. Cost $34.48 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $4 Shares 20 Est. Cost $183.91 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $250.01 Unrealized +87.8%
CRM SALESFORCE INC COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $208.50 Unrealized -16.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $568.16 Unrealized -4.1%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $225.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $131.26 Unrealized -12.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.96 Unrealized +16.4%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $44.56 Unrealized +22.6%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $117.07 Unrealized +20.1%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.14 Unrealized +50.4%
HANESBRANDS INC COM 0.0%
Value ($000) $3 Shares 248 Est. Cost $14.27 Unrealized
VICE ADVISORSHARES VICE ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $29.41 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.58 Unrealized -7.4%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $183.58 Unrealized +23.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $2002.28 Unrealized +4.8%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.18 Unrealized
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $3 Shares 1,695 Est. Cost $3.54 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $319.80 Unrealized -11.3%
ORCL ORACLE CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $58.79 Unrealized +18.8%
KMX CARMAX INC COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $99.89 Unrealized -5.9%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $134.21 Unrealized -21.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $3 Shares 214 Est. Cost $14.02 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $3 Shares 85 Est. Cost $46.55 Unrealized -12.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 342 Est. Cost $21.30 Unrealized -45.4%
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $79.59 Unrealized -31.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 29 Est. Cost $206.90 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $30.58 Unrealized +69.4%
HTZWW HERTZ GLOBAL HLDGS INC WT EXP 063051 0.0%
Value ($000) $2 Shares 194 Est. Cost $15.46 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $47.22 Unrealized +40.8%
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 155 Est. Cost $13.33 Unrealized -30.3%
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -10.1%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $32.79 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $2 Shares 88 Est. Cost $45.24 Unrealized -7.7%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
ISHARES EVOLVED U.S. INNOVATIVE HEALTHCARE ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $200.72 Unrealized -26.5%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $13.17 Unrealized +161.9%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 176 Est. Cost $28.37 Unrealized -40.9%
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $25.13 Unrealized +34.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $109.93 Unrealized +43.3%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $121.77 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 120 Est. Cost $17.60 Unrealized -36.1%
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 868 Est. Cost $10.78 Unrealized
CRESY CRESUD S A C I F Y A SPONSORED ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.98 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 243 Est. Cost $4.12 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.44 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $27.59 Unrealized +18.7%
VANECK RUSSIA ETF 0.0%
Value ($000) $1 Shares 162 Est. Cost $26.74 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $25.60 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $179.93 Unrealized -41.4%
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $63.90 Unrealized +43.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $332.91 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $19.42 Unrealized -36.8%
WW INTL INC COM 0.0%
Value ($000) $1 Shares 133 Est. Cost $40.00 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.71 Unrealized +28.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $283.07 Unrealized -69.4%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $42.40 Unrealized -18.4%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $15.88 Unrealized +102.8%
AI C3 AI INC CL A 0.0%
Value ($000) $1 Shares 42 Est. Cost $50.86 Unrealized -63.9%
DEFIANCE NEXT GEN SPAC DERIVED ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +68.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.89 Unrealized +23.9%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.31 Unrealized +109.4%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BRCC BRC INC COM CL A 0.0%
Value ($000) $0 Shares 30 Est. Cost $17.65 Unrealized -22.1%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $90.80 Unrealized -76.8%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 21 Est. Cost $25.46 Unrealized -22.1%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $127.28 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $115.22 Unrealized -72.9%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +23.1%
CENX CENTURY ALUM CO COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $14.64 Unrealized +6.2%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $258.29 Unrealized -56.3%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 151 Est. Cost $24.43 Unrealized
PMCB PHARMACYTE BIOTECH INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.22 Unrealized -1.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.63 Unrealized -19.5%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized +76.2%
EPRF INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized +3.9%