IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $408,217 (100.0% shares, 0.0% debt)

Holdings (297)

SCHX SCHWAB STRATEGIC TR 7.0%
Value ($000) $28,497 Shares 296,752 Est. Cost $66.98 Unrealized
INVESCO EXCH TRD SLF IDX FD 5.3%
Value ($000) $21,520 Shares 933,216 Est. Cost $23.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 4.3%
Value ($000) $17,722 Shares 818,941 Est. Cost $21.25 Unrealized
BAC BK OF AMERICA CORP 3.7%
Value ($000) $14,949 Shares 386,372 Est. Cost $19.17 Unrealized +59.8%
SCHB SCHWAB STRATEGIC TR 3.2%
Value ($000) $12,922 Shares 133,619 Est. Cost $65.71 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.6%
Value ($000) $10,813 Shares 511,723 Est. Cost $21.01 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.6%
Value ($000) $10,755 Shares 460,609 Est. Cost $23.13 Unrealized
SCHM SCHWAB STRATEGIC TR 2.4%
Value ($000) $9,833 Shares 132,115 Est. Cost $50.22 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.3%
Value ($000) $9,316 Shares 427,938 Est. Cost $21.19 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.2%
Value ($000) $9,082 Shares 409,631 Est. Cost $21.19 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 1.9%
Value ($000) $7,819 Shares 353,336 Est. Cost $21.97 Unrealized
ISHARES TR 1.8%
Value ($000) $7,464 Shares 300,346 Est. Cost $24.87 Unrealized
SCHA SCHWAB STRATEGIC TR 1.8%
Value ($000) $7,412 Shares 74,369 Est. Cost $63.75 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $6,011 Shares 49,206 Est. Cost $91.64 Unrealized +36.5%
PFF ISHARES TR 1.4%
Value ($000) $5,861 Shares 152,643 Est. Cost $38.45 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $5,501 Shares 23,334 Est. Cost $88.78 Unrealized +151.1%
SCHF SCHWAB STRATEGIC TR 1.3%
Value ($000) $5,475 Shares 145,543 Est. Cost $31.05 Unrealized
MTZ MASTEC INC 1.1%
Value ($000) $4,425 Shares 47,221 Est. Cost $47.50 Unrealized +80.2%
RGEN REPLIGEN CORP 1.1%
Value ($000) $4,421 Shares 22,739 Est. Cost $109.34 Unrealized +87.5%
META FACEBOOK INC 1.1%
Value ($000) $4,419 Shares 15,003 Est. Cost $213.28 Unrealized +25.4%
VLO VALERO ENERGY CORP 1.1%
Value ($000) $4,343 Shares 60,656 Est. Cost $41.80 Unrealized +36.8%
AMZN AMAZON COM INC 1.1%
Value ($000) $4,307 Shares 1,392 Est. Cost $73.84 Unrealized +114.7%
AEROJET ROCKETDYNE HLDGS INC 1.0%
Value ($000) $4,244 Shares 90,378 Est. Cost $31.26 Unrealized
EVH EVOLENT HEALTH INC 1.0%
Value ($000) $4,230 Shares 209,384 Est. Cost $14.47 Unrealized +31.5%
LITE LUMENTUM HLDGS INC 1.0%
Value ($000) $4,112 Shares 45,018 Est. Cost $58.56 Unrealized +58.1%
TGT TARGET CORP 1.0%
Value ($000) $4,077 Shares 20,586 Est. Cost $106.42 Unrealized +53.4%
CRWD CROWDSTRIKE HLDGS INC 1.0%
Value ($000) $3,971 Shares 21,760 Est. Cost $72.18 Unrealized +193.1%
MELI MERCADOLIBRE INC 1.0%
Value ($000) $3,932 Shares 2,671 Est. Cost $1192.22 Unrealized +42.3%
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,930 Shares 30,279 Est. Cost $53.76 Unrealized
PIONEER NAT RES CO 1.0%
Value ($000) $3,928 Shares 24,735 Est. Cost $125.74 Unrealized
AES AES CORP 1.0%
Value ($000) $3,882 Shares 144,798 Est. Cost $11.91 Unrealized +86.7%
DDOG DATADOG INC 0.9%
Value ($000) $3,852 Shares 46,216 Est. Cost $51.58 Unrealized +86.9%
MLM MARTIN MARIETTA MATLS INC 0.9%
Value ($000) $3,586 Shares 10,677 Est. Cost $309.80 Unrealized 0.0%
GENERAL ELECTRIC CO 0.9%
Value ($000) $3,558 Shares 271,010 Est. Cost $13.11 Unrealized
MU MICRON TECHNOLOGY INC 0.9%
Value ($000) $3,524 Shares 39,947 Est. Cost $47.00 Unrealized +76.1%
ILMN ILLUMINA INC 0.9%
Value ($000) $3,490 Shares 9,086 Est. Cost $183.74 Unrealized +121.9%
AZTA BROOKS AUTOMATION INC NEW 0.9%
Value ($000) $3,478 Shares 42,598 Est. Cost $29.12 Unrealized +175.9%
ONTO ONTO INNOVATION INC 0.8%
Value ($000) $3,337 Shares 50,790 Est. Cost $34.27 Unrealized +73.8%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $3,261 Shares 6,108 Est. Cost $5.78 Unrealized +132.0%
CVS CVS HEALTH CORP 0.8%
Value ($000) $3,252 Shares 43,224 Est. Cost $57.10 Unrealized +9.1%
CRSP CRISPR THERAPEUTICS AG 0.8%
Value ($000) $3,200 Shares 26,263 Est. Cost $64.30 Unrealized +134.8%
BA BOEING CO 0.8%
Value ($000) $3,168 Shares 12,439 Est. Cost $249.45 Unrealized -10.9%
FHI FEDERATED HERMES INC 0.8%
Value ($000) $3,125 Shares 99,843 Est. Cost $21.58 Unrealized +12.2%
TJX TJX COS INC NEW 0.8%
Value ($000) $3,123 Shares 47,209 Est. Cost $48.02 Unrealized +29.7%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $3,070 Shares 20,167 Est. Cost $77.83 Unrealized +63.5%
ENVESTNET INC 0.7%
Value ($000) $3,057 Shares 42,330 Est. Cost $63.14 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,040 Shares 8,171 Est. Cost $245.22 Unrealized +30.4%
AMGN AMGEN INC 0.7%
Value ($000) $2,979 Shares 11,971 Est. Cost $140.20 Unrealized +46.0%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $2,908 Shares 3,935 Est. Cost $174.20 Unrealized +44.4%
GLDD GREAT LAKES DREDGE & DOCK CO 0.7%
Value ($000) $2,905 Shares 199,228 Est. Cost $10.18 Unrealized +43.2%
MEOH METHANEX CORP 0.7%
Value ($000) $2,850 Shares 77,643 Est. Cost $39.08 Unrealized 0.0%
MRK MERCK & CO. INC 0.7%
Value ($000) $2,845 Shares 36,909 Est. Cost $63.07 Unrealized -0.0%
DXC DXC TECHNOLOGY CO 0.7%
Value ($000) $2,809 Shares 89,845 Est. Cost $26.26 Unrealized +4.4%
EFAV ISHARES TR 0.7%
Value ($000) $2,793 Shares 38,259 Est. Cost $70.98 Unrealized
INGR INGREDION INC 0.7%
Value ($000) $2,760 Shares 30,695 Est. Cost $82.31 Unrealized +3.9%
PTON PELOTON INTERACTIVE INC 0.7%
Value ($000) $2,743 Shares 24,397 Est. Cost $48.71 Unrealized +172.3%
AMP AMERIPRISE FINL INC 0.7%
Value ($000) $2,739 Shares 11,784 Est. Cost $195.62 Unrealized +2.7%
VISN COMMSCOPE HLDG CO INC 0.7%
Value ($000) $2,713 Shares 176,632 Est. Cost $11.37 Unrealized +31.8%
TPICQ TPI COMPOSITES INC 0.7%
Value ($000) $2,691 Shares 47,695 Est. Cost $59.79 Unrealized +0.6%
PFE PFIZER INC 0.7%
Value ($000) $2,673 Shares 73,766 Est. Cost $26.09 Unrealized +7.4%
MDT MEDTRONIC PLC 0.6%
Value ($000) $2,604 Shares 22,040 Est. Cost $82.97 Unrealized +22.6%
SPLUNK INC 0.6%
Value ($000) $2,590 Shares 19,119 Est. Cost $135.47 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $2,545 Shares 6,398 Est. Cost $199.72 Unrealized
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $2,484 Shares 10,392 Est. Cost $149.68 Unrealized +28.5%
BMRN BIOMARIN PHARMACEUTICAL INC 0.6%
Value ($000) $2,483 Shares 32,882 Est. Cost $86.96 Unrealized -6.1%
CRM SALESFORCE COM INC 0.6%
Value ($000) $2,399 Shares 11,321 Est. Cost $173.66 Unrealized +26.7%
LYB LYONDELLBASELL INDUSTRIES N 0.6%
Value ($000) $2,301 Shares 22,115 Est. Cost $58.78 Unrealized +20.5%
ABBV ABBVIE INC 0.6%
Value ($000) $2,287 Shares 21,136 Est. Cost $50.77 Unrealized +75.1%
IIPR INNOVATIVE INDL PPTYS INC 0.6%
Value ($000) $2,269 Shares 12,596 Est. Cost $97.84 Unrealized
TREE LENDINGTREE INC NEW 0.6%
Value ($000) $2,247 Shares 10,547 Est. Cost $213.05 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $2,207 Shares 11,604 Est. Cost $156.97 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $2,097 Shares 8,636 Est. Cost $251.93 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.5%
Value ($000) $1,981 Shares 15,034 Est. Cost $88.87 Unrealized +54.0%
V VISA INC 0.5%
Value ($000) $1,936 Shares 9,145 Est. Cost $113.51 Unrealized +79.0%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $1,936 Shares 45,856 Est. Cost $26.62 Unrealized +36.9%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,880 Shares 10,190 Est. Cost $99.22 Unrealized +81.6%
IWV ISHARES TR 0.4%
Value ($000) $1,619 Shares 6,826 Est. Cost $124.02 Unrealized
REGN REGENERON PHARMACEUTICALS 0.4%
Value ($000) $1,550 Shares 3,277 Est. Cost $340.30 Unrealized +42.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,327 Shares 5,193 Est. Cost $157.43 Unrealized +54.3%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,326 Shares 3,725 Est. Cost $113.92 Unrealized +198.1%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,302 Shares 33,683 Est. Cost $28.02 Unrealized +35.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,289 Shares 12,305 Est. Cost $79.43 Unrealized +0.2%
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,254 Shares 39,451 Est. Cost $24.11 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,173 Shares 5,787 Est. Cost $180.32 Unrealized -5.9%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $1,045 Shares 3,407 Est. Cost $227.96 Unrealized +44.0%
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,043 Shares 20,320 Est. Cost $51.05 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.2%
Value ($000) $985 Shares 23,928 Est. Cost $21.45 Unrealized +65.2%
DE DEERE & CO 0.2%
Value ($000) $948 Shares 2,533 Est. Cost $85.31 Unrealized +260.4%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $750 Shares 1,893 Est. Cost $181.75 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $747 Shares 10,911 Est. Cost $48.79 Unrealized +24.5%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $716 Shares 18,152 Est. Cost $30.00 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $698 Shares 8,982 Est. Cost $39.94 Unrealized +64.2%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $668 Shares 10,229 Est. Cost $42.86 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $573 Shares 4,410 Est. Cost $126.02 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $501 Shares 4,620 Est. Cost $106.78 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $473 Shares 1,819 Est. Cost $190.24 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $468 Shares 1,466 Est. Cost $204.81 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $445 Shares 5,160 Est. Cost $86.68 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.1%
Value ($000) $436 Shares 25,000 Est. Cost $16.54 Unrealized +10.0%
RSPF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $429 Shares 7,693 Est. Cost $42.22 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $420 Shares 2,625 Est. Cost $118.75 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $400 Shares 4,369 Est. Cost $55.21 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $372 Shares 1,844 Est. Cost $105.17 Unrealized +81.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $363 Shares 2,724 Est. Cost $115.79 Unrealized -15.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $333 Shares 5,282 Est. Cost $30.89 Unrealized +65.2%
CWB SPDR SER TR 0.1%
Value ($000) $316 Shares 3,792 Est. Cost $54.48 Unrealized
T AT&T INC 0.1%
Value ($000) $312 Shares 10,293 Est. Cost $11.68 Unrealized +38.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $283 Shares 1,496 Est. Cost $87.28 Unrealized +73.4%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $274 Shares 1,591 Est. Cost $90.30 Unrealized +69.1%
FLAGSTAR BANCORP INC 0.1%
Value ($000) $273 Shares 6,059 Est. Cost $45.06 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $271 Shares 405 Est. Cost $45.36 Unrealized +453.5%
HELE HELEN OF TROY LTD 0.1%
Value ($000) $253 Shares 1,201 Est. Cost $91.18 Unrealized +147.3%
ABT ABBOTT LABS 0.1%
Value ($000) $248 Shares 2,068 Est. Cost $55.38 Unrealized +96.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $235 Shares 4,042 Est. Cost $34.19 Unrealized +23.6%
PEP PEPSICO INC 0.1%
Value ($000) $225 Shares 1,592 Est. Cost $82.82 Unrealized +42.4%
IWF ISHARES TR 0.1%
Value ($000) $221 Shares 910 Est. Cost $143.42 Unrealized
DY DYCOM INDS INC 0.1%
Value ($000) $220 Shares 2,367 Est. Cost $84.87 Unrealized +2.1%
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $200 Shares 5,555 Est. Cost $32.45 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $196 Shares 3,289 Est. Cost $40.03 Unrealized +13.5%
FDX FEDEX CORP 0.0%
Value ($000) $191 Shares 671 Est. Cost $157.38 Unrealized +48.8%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $187 Shares 3,055 Est. Cost $56.81 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $181 Shares 3,350 Est. Cost $28.37 Unrealized +62.7%
UHT UNIVERSAL HEALTH RLTY INCM T 0.0%
Value ($000) $180 Shares 2,650 Est. Cost $64.09 Unrealized
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value ($000) $172 Shares 4,000 Est. Cost $35.50 Unrealized +33.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $169 Shares 119 Est. Cost $16.49 Unrealized +75.4%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $161 Shares 3,200 Est. Cost $30.19 Unrealized +33.9%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $158 Shares 6,250 Est. Cost $15.07 Unrealized +42.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $147 Shares 1,111 Est. Cost $56.61 Unrealized +129.1%
SEB SEABOARD CORP DEL 0.0%
Value ($000) $144 Shares 39 Est. Cost $3957.56 Unrealized -16.3%
CNC CENTENE CORP DEL 0.0%
Value ($000) $129 Shares 2,012 Est. Cost $59.18 Unrealized +4.6%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $126 Shares 1,025 Est. Cost $89.06 Unrealized +34.2%
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $121 Shares 4,968 Est. Cost $20.38 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $119 Shares 533 Est. Cost $141.88 Unrealized +34.8%
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $115 Shares 2,818 Est. Cost $29.71 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $114 Shares 897 Est. Cost $82.96 Unrealized +30.1%
TFC TRUIST FINL CORP 0.0%
Value ($000) $114 Shares 1,961 Est. Cost $40.89 Unrealized +6.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $112 Shares 1,960 Est. Cost $35.66 Unrealized +34.5%
BIIB BIOGEN INC 0.0%
Value ($000) $110 Shares 393 Est. Cost $300.19 Unrealized -10.2%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $110 Shares 3,186 Est. Cost $39.18 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $105 Shares 4,770 Est. Cost $27.05 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $95 Shares 1,799 Est. Cost $35.30 Unrealized +22.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $88 Shares 1,110 Est. Cost $54.60 Unrealized +28.2%
HANESBRANDS INC 0.0%
Value ($000) $74 Shares 3,752 Est. Cost $21.93 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $73 Shares 446 Est. Cost $107.01 Unrealized +31.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $72 Shares 452 Est. Cost $102.24 Unrealized +45.4%
UNP UNION PAC CORP 0.0%
Value ($000) $71 Shares 320 Est. Cost $130.81 Unrealized +43.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $69 Shares 459 Est. Cost $71.14 Unrealized +87.2%
WESTROCK CO 0.0%
Value ($000) $68 Shares 1,311 Est. Cost $57.21 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $68 Shares 192 Est. Cost $216.65 Unrealized +52.2%
CBZ CBIZ INC 0.0%
Value ($000) $65 Shares 2,000 Est. Cost $24.61 Unrealized +19.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $57 Shares 946 Est. Cost $45.11 Unrealized +8.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 256 Est. Cost $222.66 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $54 Shares 3,000 Est. Cost $15.25 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $51 Shares 344 Est. Cost $148.26 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $26.00 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $51 Shares 171 Est. Cost $298.25 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $49 Shares 2,440 Est. Cost $17.59 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $46 Shares 599 Est. Cost $54.61 Unrealized +19.5%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $45 Shares 838 Est. Cost $42.49 Unrealized +1.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $43 Shares 839 Est. Cost $35.38 Unrealized -2.5%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $43 Shares 1,670 Est. Cost $26.35 Unrealized
DFE WISDOMTREE TR 0.0%
Value ($000) $42 Shares 600 Est. Cost $54.90 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $37 Shares 786 Est. Cost $40.56 Unrealized -12.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $36 Shares 237 Est. Cost $106.20 Unrealized +28.0%
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $36 Shares 1,092 Est. Cost $44.13 Unrealized -36.9%
FXB INVESCO CURRENCYSHARES BRIT 0.0%
Value ($000) $34 Shares 257 Est. Cost $124.76 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $33 Shares 304 Est. Cost $79.40 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $32 Shares 592 Est. Cost $37.68 Unrealized +24.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $30 Shares 222 Est. Cost $87.89 Unrealized +31.6%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $29 Shares 380 Est. Cost $46.53 Unrealized +19.5%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $29 Shares 1,062 Est. Cost $27.31 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 398 Est. Cost $72.86 Unrealized
GHC GRAHAM HLDGS CO 0.0%
Value ($000) $28 Shares 50 Est. Cost $379.57 Unrealized +45.5%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $28 Shares 225 Est. Cost $149.13 Unrealized -20.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 127 Est. Cost $220.47 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $28 Shares 468 Est. Cost $31.35 Unrealized +63.5%
SO SOUTHERN CO 0.0%
Value ($000) $27 Shares 431 Est. Cost $32.85 Unrealized +51.7%
RTH VANECK VECTORS ETF TR 0.0%
Value ($000) $27 Shares 161 Est. Cost $167.70 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $27 Shares 318 Est. Cost $68.23 Unrealized -1.1%
ABNB AIRBNB INC 0.0%
Value ($000) $27 Shares 146 Est. Cost $185.28 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $26 Shares 154 Est. Cost $87.91 Unrealized +50.1%
F FORD MTR CO DEL 0.0%
Value ($000) $26 Shares 2,100 Est. Cost $6.19 Unrealized +40.2%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $10.39 Unrealized +70.9%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $25 Shares 69 Est. Cost $362.32 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $86.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 1,791 Est. Cost $10.83 Unrealized 0.0%
ACWV ISHARES INC 0.0%
Value ($000) $24 Shares 240 Est. Cost $100.00 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $24 Shares 359 Est. Cost $66.85 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $23 Shares 165 Est. Cost $67.05 Unrealized +77.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $23 Shares 512 Est. Cost $44.92 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $22 Shares 150 Est. Cost $111.68 Unrealized +35.5%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $22 Shares 350 Est. Cost $32.91 Unrealized +31.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $22 Shares 120 Est. Cost $112.45 Unrealized +36.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $22 Shares 416 Est. Cost $51.80 Unrealized -20.1%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $22 Shares 1,684 Est. Cost $8.18 Unrealized +14.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $21 Shares 90 Est. Cost $151.89 Unrealized +36.9%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $21 Shares 500 Est. Cost $40.88 Unrealized
WMT WALMART INC 0.0%
Value ($000) $21 Shares 156 Est. Cost $25.25 Unrealized +71.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $20 Shares 55 Est. Cost $262.53 Unrealized +14.3%
HSY HERSHEY CO 0.0%
Value ($000) $20 Shares 125 Est. Cost $130.99 Unrealized +2.3%
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $21.00 Unrealized
FS KKR CAP CORP II 0.0%
Value ($000) $20 Shares 1,001 Est. Cost $12.99 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $19 Shares 42 Est. Cost $20.59 Unrealized +102.3%
H & E EQUIPMENT SERVICES INC 0.0%
Value ($000) $19 Shares 490 Est. Cost $26.65 Unrealized
L LOEWS CORP 0.0%
Value ($000) $19 Shares 375 Est. Cost $39.41 Unrealized +21.4%
GOOG ALPHABET INC 0.0%
Value ($000) $19 Shares 9 Est. Cost $63.45 Unrealized +55.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $18 Shares 38 Est. Cost $236.55 Unrealized +97.6%
IEFA ISHARES TR 0.0%
Value ($000) $18 Shares 251 Est. Cost $63.71 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $18 Shares 88 Est. Cost $127.20 Unrealized +46.9%
POOL POOL CORP 0.0%
Value ($000) $17 Shares 49 Est. Cost $290.97 Unrealized +13.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $17 Shares 86 Est. Cost $97.96 Unrealized +71.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $17 Shares 265 Est. Cost $54.13 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $16 Shares 218 Est. Cost $79.47 Unrealized -8.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $163.73 Unrealized +7.9%
ORCL ORACLE CORP 0.0%
Value ($000) $16 Shares 228 Est. Cost $52.75 Unrealized +14.9%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $16 Shares 548 Est. Cost $14.57 Unrealized +60.7%
HDV ISHARES TR 0.0%
Value ($000) $16 Shares 170 Est. Cost $82.35 Unrealized
SONY SONY CORP 0.0%
Value ($000) $16 Shares 149 Est. Cost $53.69 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $15 Shares 346 Est. Cost $63.58 Unrealized
MMM 3M CO 0.0%
Value ($000) $14 Shares 75 Est. Cost $105.95 Unrealized +18.1%
QUAL ISHARES TR 0.0%
Value ($000) $14 Shares 119 Est. Cost $117.65 Unrealized
FISV FISERV INC 0.0%
Value ($000) $13 Shares 110 Est. Cost $100.70 Unrealized +14.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $13 Shares 254 Est. Cost $32.61 Unrealized +24.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $13 Shares 120 Est. Cost $56.44 Unrealized +57.1%
TIP ISHARES TR 0.0%
Value ($000) $13 Shares 106 Est. Cost $112.75 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $12 Shares 43 Est. Cost $139.31 Unrealized +73.2%
HYMB SPDR SER TR 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 195 Est. Cost $47.41 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $11 Shares 155 Est. Cost $48.48 Unrealized +21.8%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $11 Shares 43 Est. Cost $186.05 Unrealized
VIRT VIRTU FINL INC 0.0%
Value ($000) $10 Shares 306 Est. Cost $25.08 Unrealized +9.9%
NFLX NETFLIX INC 0.0%
Value ($000) $10 Shares 19 Est. Cost $39.50 Unrealized +34.3%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $10 Shares 267 Est. Cost $16.35 Unrealized +72.4%
VRIG INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $10 Shares 35 Est. Cost $143.02 Unrealized +67.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $9 Shares 165 Est. Cost $53.50 Unrealized -19.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $9 Shares 78 Est. Cost $53.07 Unrealized +77.2%
IDXX IDEXX LABS INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $206.05 Unrealized +143.1%
ULST SSGA ACTIVE ETF TR 0.0%
Value ($000) $9 Shares 224 Est. Cost $40.18 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $9 Shares 26 Est. Cost $337.41 Unrealized -5.3%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.14 Unrealized -21.9%
FLOT ISHARES TR 0.0%
Value ($000) $8 Shares 148 Est. Cost $52.41 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $8 Shares 39 Est. Cost $124.66 Unrealized +58.4%
GOOGL ALPHABET INC 0.0%
Value ($000) $8 Shares 4 Est. Cost $75.62 Unrealized +29.5%
ARKQ ARK ETF TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $8 Shares 48 Est. Cost $113.19 Unrealized +30.1%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.97 Unrealized -12.8%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $7 Shares 71 Est. Cost $48.29 Unrealized +67.7%
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $7 Shares 134 Est. Cost $52.24 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $6 Shares 156 Est. Cost $40.55 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.89 Unrealized -3.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $6 Shares 41 Est. Cost $107.31 Unrealized +14.0%
CB CHUBB LIMITED 0.0%
Value ($000) $6 Shares 37 Est. Cost $116.65 Unrealized +28.8%
RIOT RIOT BLOCKCHAIN INC 0.0%
Value ($000) $6 Shares 110 Est. Cost $37.41 Unrealized +8.2%
VEEV VEEVA SYS INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $263.54 Unrealized +5.7%
AGZ ISHARES TR 0.0%
Value ($000) $6 Shares 53 Est. Cost $113.21 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $6 Shares 57 Est. Cost $106.80 Unrealized
AVALARA INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
CCB COASTAL FINL CORP WA 0.0%
Value ($000) $5 Shares 207 Est. Cost $13.82 Unrealized +78.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $5 Shares 142 Est. Cost $19.78 Unrealized +29.2%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $5 Shares 2 Est. Cost $2072.14 Unrealized +5.5%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 377 Est. Cost $13.33 Unrealized -0.1%
NUSTAR ENERGY LP 0.0%
Value ($000) $5 Shares 320 Est. Cost $15.63 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $5 Shares 251 Est. Cost $19.92 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $4 Shares 50 Est. Cost $52.93 Unrealized +54.0%
KARS KRANESHARES TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $4 Shares 42 Est. Cost $69.14 Unrealized +22.3%
PWR QUANTA SVCS INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $46.03 Unrealized +71.5%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $4 Shares 291 Est. Cost $16.97 Unrealized -29.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 75 Est. Cost $37.51 Unrealized +36.6%
ASML ASML HOLDING N V 0.0%
Value ($000) $3 Shares 5 Est. Cost $400.00 Unrealized
HAIL SPDR SER TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $3 Shares 13 Est. Cost $158.59 Unrealized +28.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $203.59 Unrealized +24.7%
ARKK ARK ETF TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 28 Est. Cost $57.97 Unrealized
ARKX ARK ETF TR 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 10 Est. Cost $139.12 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $52.37 Unrealized +1.9%
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $2 Shares 63 Est. Cost $24.47 Unrealized +38.7%
IEMG ISHARES INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $54.65 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $38.46 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.83 Unrealized 0.0%
SPINNAKER ETF SERIES 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost Unrealized
LORDSTOWN MOTORS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.00 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $1 Shares 37 Est. Cost $16.01 Unrealized 0.0%
FISKER INC 0.0%
Value ($000) $1 Shares 30 Est. Cost Unrealized
GREENPOWER MTR CO INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $69.70 Unrealized 0.0%
ICSH ISHARES TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized