IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $427,948 (100.0% shares, 0.0% debt)

Holdings (287)

SCHX SCHWAB STRATEGIC TR 7.3%
Value ($000) $31,269 Shares 300,755 Est. Cost $67.47 Unrealized
INVESCO EXCH TRD SLF IDX FD 4.9%
Value ($000) $20,812 Shares 904,477 Est. Cost $23.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 4.4%
Value ($000) $18,698 Shares 866,052 Est. Cost $21.27 Unrealized
BAC BK OF AMERICA CORP 3.7%
Value ($000) $15,930 Shares 386,372 Est. Cost $19.17 Unrealized +90.7%
SCHB SCHWAB STRATEGIC TR 3.3%
Value ($000) $13,912 Shares 133,421 Est. Cost $65.71 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.8%
Value ($000) $11,927 Shares 510,797 Est. Cost $23.15 Unrealized
SCHM SCHWAB STRATEGIC TR 2.4%
Value ($000) $10,220 Shares 130,580 Est. Cost $50.22 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.4%
Value ($000) $10,081 Shares 477,796 Est. Cost $21.01 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.2%
Value ($000) $9,573 Shares 440,550 Est. Cost $21.20 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.1%
Value ($000) $9,072 Shares 408,824 Est. Cost $21.19 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 2.1%
Value ($000) $8,907 Shares 402,127 Est. Cost $21.99 Unrealized
ISHARES TR 1.8%
Value ($000) $7,912 Shares 319,278 Est. Cost $24.86 Unrealized
SCHA SCHWAB STRATEGIC TR 1.8%
Value ($000) $7,679 Shares 73,711 Est. Cost $63.75 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $6,808 Shares 49,708 Est. Cost $92.00 Unrealized +37.4%
MSFT MICROSOFT CORP 1.4%
Value ($000) $6,106 Shares 22,538 Est. Cost $88.78 Unrealized +175.7%
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $5,969 Shares 151,314 Est. Cost $31.37 Unrealized
PFF ISHARES TR 1.3%
Value ($000) $5,747 Shares 146,100 Est. Cost $38.45 Unrealized
CRWD CROWDSTRIKE HLDGS INC 1.2%
Value ($000) $5,080 Shares 20,216 Est. Cost $72.18 Unrealized +198.1%
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,798 Shares 32,872 Est. Cost $61.03 Unrealized
META FACEBOOK INC 1.1%
Value ($000) $4,773 Shares 13,726 Est. Cost $213.28 Unrealized +49.4%
AMZN AMAZON COM INC 1.1%
Value ($000) $4,741 Shares 1,378 Est. Cost $73.84 Unrealized +125.1%
VLO VALERO ENERGY CORP 1.1%
Value ($000) $4,621 Shares 59,180 Est. Cost $41.80 Unrealized +57.9%
DDOG DATADOG INC 1.0%
Value ($000) $4,389 Shares 42,170 Est. Cost $51.58 Unrealized +75.1%
AZTA BROOKS AUTOMATION INC NEW 1.0%
Value ($000) $4,254 Shares 44,648 Est. Cost $32.22 Unrealized +200.2%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $4,189 Shares 5,235 Est. Cost $5.78 Unrealized +176.7%
PIONEER NAT RES CO 0.9%
Value ($000) $3,947 Shares 24,287 Est. Cost $125.74 Unrealized
RGEN REPLIGEN CORP 0.9%
Value ($000) $3,925 Shares 19,663 Est. Cost $109.34 Unrealized +77.4%
EVH EVOLENT HEALTH INC 0.9%
Value ($000) $3,775 Shares 178,732 Est. Cost $14.47 Unrealized +38.5%
CRSP CRISPR THERAPEUTICS AG 0.9%
Value ($000) $3,769 Shares 23,283 Est. Cost $64.30 Unrealized +89.1%
AEROJET ROCKETDYNE HLDGS INC 0.9%
Value ($000) $3,766 Shares 77,984 Est. Cost $31.26 Unrealized
LITE LUMENTUM HLDGS INC 0.9%
Value ($000) $3,760 Shares 45,833 Est. Cost $59.02 Unrealized +42.5%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $3,750 Shares 24,112 Est. Cost $87.96 Unrealized +58.9%
SPLUNK INC 0.9%
Value ($000) $3,707 Shares 25,640 Est. Cost $137.78 Unrealized
AES AES CORP 0.9%
Value ($000) $3,704 Shares 142,070 Est. Cost $11.91 Unrealized +86.4%
MELI MERCADOLIBRE INC 0.9%
Value ($000) $3,675 Shares 2,359 Est. Cost $1192.22 Unrealized +23.1%
MTZ MASTEC INC 0.9%
Value ($000) $3,652 Shares 34,417 Est. Cost $47.50 Unrealized +128.6%
ILMN ILLUMINA INC 0.9%
Value ($000) $3,647 Shares 7,707 Est. Cost $183.74 Unrealized +119.2%
JD JD.COM INC 0.8%
Value ($000) $3,538 Shares 44,336 Est. Cost $79.80 Unrealized
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $3,442 Shares 40,504 Est. Cost $47.48 Unrealized +73.5%
CVS CVS HEALTH CORP 0.8%
Value ($000) $3,426 Shares 41,065 Est. Cost $57.10 Unrealized +23.4%
FHI FEDERATED HERMES INC 0.8%
Value ($000) $3,377 Shares 99,590 Est. Cost $21.58 Unrealized +22.7%
GENERAL ELECTRIC CO 0.8%
Value ($000) $3,374 Shares 250,678 Est. Cost $13.11 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.8%
Value ($000) $3,307 Shares 9,399 Est. Cost $309.80 Unrealized +11.7%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $3,216 Shares 8,030 Est. Cost $245.22 Unrealized +50.5%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $3,129 Shares 3,402 Est. Cost $174.20 Unrealized +61.0%
EFAV ISHARES TR 0.7%
Value ($000) $3,042 Shares 40,273 Est. Cost $71.20 Unrealized
DXC DXC TECHNOLOGY CO 0.7%
Value ($000) $3,022 Shares 77,611 Est. Cost $26.26 Unrealized +35.9%
ENVESTNET INC 0.7%
Value ($000) $2,989 Shares 39,402 Est. Cost $63.14 Unrealized
ONTO ONTO INNOVATION INC 0.7%
Value ($000) $2,921 Shares 39,996 Est. Cost $34.27 Unrealized +100.5%
MRK MERCK & CO INC 0.7%
Value ($000) $2,873 Shares 36,942 Est. Cost $63.07 Unrealized +1.7%
AMGN AMGEN INC 0.7%
Value ($000) $2,801 Shares 11,490 Est. Cost $140.20 Unrealized +51.6%
LYB LYONDELLBASELL INDUSTRIES N 0.6%
Value ($000) $2,770 Shares 26,926 Est. Cost $62.20 Unrealized +25.3%
AMP AMERIPRISE FINL INC 0.6%
Value ($000) $2,753 Shares 11,063 Est. Cost $195.62 Unrealized +20.2%
IVV ISHARES TR 0.6%
Value ($000) $2,748 Shares 6,393 Est. Cost $199.72 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $2,731 Shares 69,748 Est. Cost $26.09 Unrealized +18.8%
CRM SALESFORCE COM INC 0.6%
Value ($000) $2,723 Shares 11,146 Est. Cost $173.66 Unrealized +31.1%
BMRN BIOMARIN PHARMACEUTICAL INC 0.6%
Value ($000) $2,708 Shares 32,456 Est. Cost $86.96 Unrealized -8.8%
INGR INGREDION INC 0.6%
Value ($000) $2,664 Shares 29,436 Est. Cost $82.31 Unrealized +13.4%
PTON PELOTON INTERACTIVE INC 0.6%
Value ($000) $2,655 Shares 21,407 Est. Cost $48.71 Unrealized +118.5%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $2,654 Shares 9,825 Est. Cost $149.68 Unrealized +47.8%
MDT MEDTRONIC PLC 0.6%
Value ($000) $2,626 Shares 21,155 Est. Cost $82.97 Unrealized +32.0%
BA BOEING CO 0.6%
Value ($000) $2,622 Shares 10,944 Est. Cost $249.45 Unrealized -3.1%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $2,573 Shares 8,826 Est. Cost $252.18 Unrealized +4.5%
TGT TARGET CORP 0.6%
Value ($000) $2,497 Shares 10,329 Est. Cost $106.42 Unrealized +80.0%
V VISA INC 0.6%
Value ($000) $2,453 Shares 10,493 Est. Cost $127.32 Unrealized +73.6%
ABBV ABBVIE INC 0.6%
Value ($000) $2,416 Shares 21,449 Est. Cost $51.41 Unrealized +84.3%
REGN REGENERON PHARMACEUTICALS 0.6%
Value ($000) $2,364 Shares 4,233 Est. Cost $377.23 Unrealized +33.6%
LOW LOWES COS INC 0.5%
Value ($000) $2,198 Shares 11,332 Est. Cost $156.97 Unrealized +14.4%
GLDD GREAT LAKES DREDGE & DOCK CO 0.5%
Value ($000) $2,190 Shares 149,872 Est. Cost $10.18 Unrealized +45.1%
IIPR INNOVATIVE INDL PPTYS INC 0.5%
Value ($000) $2,018 Shares 10,562 Est. Cost $97.84 Unrealized
TPICQ TPI COMPOSITES INC 0.5%
Value ($000) $2,013 Shares 41,579 Est. Cost $59.79 Unrealized -17.8%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $2,009 Shares 41,342 Est. Cost $26.62 Unrealized +57.7%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $1,980 Shares 46,311 Est. Cost $31.85 Unrealized +32.1%
VISN COMMSCOPE HLDG CO INC 0.5%
Value ($000) $1,967 Shares 92,325 Est. Cost $11.37 Unrealized +63.8%
MP MP MATERIALS CORP 0.5%
Value ($000) $1,959 Shares 53,134 Est. Cost $31.08 Unrealized 0.0%
TREE LENDINGTREE INC NEW 0.4%
Value ($000) $1,904 Shares 8,986 Est. Cost $213.05 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,781 Shares 26,421 Est. Cost $48.02 Unrealized +32.6%
IWV ISHARES TR 0.4%
Value ($000) $1,747 Shares 6,826 Est. Cost $124.02 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $1,733 Shares 9,858 Est. Cost $99.22 Unrealized +77.1%
EXAS EXACT SCIENCES CORP 0.4%
Value ($000) $1,712 Shares 13,774 Est. Cost $88.87 Unrealized +34.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,626 Shares 15,529 Est. Cost $81.02 Unrealized +7.5%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,582 Shares 7,319 Est. Cost $183.52 Unrealized +6.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,425 Shares 5,126 Est. Cost $157.43 Unrealized +77.5%
MEOH METHANEX CORP 0.3%
Value ($000) $1,399 Shares 42,314 Est. Cost $39.08 Unrealized -5.9%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $1,355 Shares 3,712 Est. Cost $236.29 Unrealized +39.4%
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,346 Shares 40,943 Est. Cost $24.43 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,328 Shares 3,638 Est. Cost $113.92 Unrealized +218.0%
COIN COINBASE GLOBAL INC 0.3%
Value ($000) $1,110 Shares 4,383 Est. Cost $259.62 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,089 Shares 21,265 Est. Cost $51.06 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.2%
Value ($000) $955 Shares 23,745 Est. Cost $21.45 Unrealized +84.7%
DE DEERE & CO 0.2%
Value ($000) $888 Shares 2,518 Est. Cost $85.31 Unrealized +301.8%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $885 Shares 10,818 Est. Cost $48.79 Unrealized +47.0%
MS MORGAN STANLEY 0.2%
Value ($000) $877 Shares 9,567 Est. Cost $42.01 Unrealized +75.5%
SWBI SMITH & WESSON BRANDS INC 0.2%
Value ($000) $868 Shares 25,000 Est. Cost $16.54 Unrealized +26.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $810 Shares 1,893 Est. Cost $181.75 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $807 Shares 19,410 Est. Cost $30.75 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $699 Shares 10,229 Est. Cost $42.86 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $620 Shares 1,748 Est. Cost $228.99 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $576 Shares 4,410 Est. Cost $126.02 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $500 Shares 4,620 Est. Cost $106.78 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $483 Shares 1,798 Est. Cost $190.24 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $451 Shares 7,540 Est. Cost $42.22 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $445 Shares 5,160 Est. Cost $86.68 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $431 Shares 2,600 Est. Cost $118.75 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $428 Shares 4,334 Est. Cost $55.21 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $399 Shares 2,724 Est. Cost $115.79 Unrealized -2.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $353 Shares 5,282 Est. Cost $30.89 Unrealized +74.5%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $346 Shares 1,844 Est. Cost $105.17 Unrealized +83.4%
CWB SPDR SER TR 0.1%
Value ($000) $321 Shares 3,696 Est. Cost $54.48 Unrealized
T AT&T INC 0.1%
Value ($000) $296 Shares 10,293 Est. Cost $11.68 Unrealized +45.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $288 Shares 1,496 Est. Cost $87.28 Unrealized +88.1%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $284 Shares 13,785 Est. Cost $20.60 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $275 Shares 405 Est. Cost $45.36 Unrealized +378.6%
HELE HELEN OF TROY LTD 0.1%
Value ($000) $274 Shares 1,201 Est. Cost $91.18 Unrealized +141.1%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $256 Shares 1,563 Est. Cost $90.30 Unrealized +88.5%
FLAGSTAR BANCORP INC 0.1%
Value ($000) $256 Shares 6,059 Est. Cost $45.06 Unrealized
APLS APELLIS PHARMACEUTICALS INC 0.1%
Value ($000) $253 Shares 4,000 Est. Cost $35.50 Unrealized +45.3%
IWF ISHARES TR 0.1%
Value ($000) $247 Shares 910 Est. Cost $143.42 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $236 Shares 1,592 Est. Cost $82.82 Unrealized +52.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $226 Shares 4,042 Est. Cost $34.19 Unrealized +27.0%
ABT ABBOTT LABS 0.1%
Value ($000) $225 Shares 1,941 Est. Cost $55.38 Unrealized +93.7%
AOUT AMERICAN OUTDOOR BRANDS INC 0.1%
Value ($000) $220 Shares 6,250 Est. Cost $15.07 Unrealized +95.8%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $208 Shares 3,332 Est. Cost $57.28 Unrealized
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $208 Shares 5,555 Est. Cost $32.45 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $200 Shares 671 Est. Cost $157.38 Unrealized +71.8%
EVRG EVERGY INC 0.0%
Value ($000) $199 Shares 3,289 Est. Cost $40.03 Unrealized +29.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $191 Shares 3,350 Est. Cost $28.37 Unrealized +72.9%
DY DYCOM INDS INC 0.0%
Value ($000) $176 Shares 2,367 Est. Cost $84.87 Unrealized +1.5%
UHT UNIVERSAL HEALTH RLTY INCOME 0.0%
Value ($000) $163 Shares 2,650 Est. Cost $64.09 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $159 Shares 1,111 Est. Cost $56.61 Unrealized +115.8%
SEB SEABOARD CORP DEL 0.0%
Value ($000) $151 Shares 39 Est. Cost $3957.56 Unrealized -6.4%
CNC CENTENE CORP DEL 0.0%
Value ($000) $147 Shares 2,012 Est. Cost $59.18 Unrealized +15.8%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $146 Shares 3,200 Est. Cost $30.19 Unrealized +36.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $139 Shares 897 Est. Cost $82.96 Unrealized +67.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $135 Shares 1,025 Est. Cost $89.06 Unrealized +43.8%
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $128 Shares 4,968 Est. Cost $20.38 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $124 Shares 358 Est. Cost $300.19 Unrealized +0.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $123 Shares 534 Est. Cost $141.88 Unrealized +47.5%
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $120 Shares 2,818 Est. Cost $29.71 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $119 Shares 1,960 Est. Cost $35.66 Unrealized +56.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $117 Shares 4,860 Est. Cost $26.99 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $109 Shares 1,961 Est. Cost $40.89 Unrealized +15.1%
OGN ORGANON & CO 0.0%
Value ($000) $105 Shares 3,462 Est. Cost $26.93 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $98 Shares 1,811 Est. Cost $35.30 Unrealized +33.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $90 Shares 1,110 Est. Cost $54.60 Unrealized +34.5%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $76 Shares 192 Est. Cost $216.65 Unrealized +65.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $73 Shares 452 Est. Cost $102.24 Unrealized +52.3%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $73 Shares 446 Est. Cost $107.01 Unrealized +35.4%
UNP UNION PAC CORP 0.0%
Value ($000) $70 Shares 320 Est. Cost $130.81 Unrealized +53.2%
WESTROCK CO 0.0%
Value ($000) $70 Shares 1,311 Est. Cost $57.21 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $70 Shares 3,752 Est. Cost $21.93 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $68 Shares 451 Est. Cost $71.14 Unrealized +98.6%
CBZ CBIZ INC 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $24.61 Unrealized +35.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $54 Shares 946 Est. Cost $45.11 Unrealized +15.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $51 Shares 597 Est. Cost $54.61 Unrealized +38.7%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $26.00 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $50 Shares 2,440 Est. Cost $17.59 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $47 Shares 839 Est. Cost $35.38 Unrealized +16.7%
ISCG ISHARES TR 0.0%
Value ($000) $45 Shares 876 Est. Cost $99.56 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $45 Shares 1,670 Est. Cost $26.35 Unrealized
DFE WISDOMTREE TR 0.0%
Value ($000) $44 Shares 600 Est. Cost $54.90 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $40 Shares 1,092 Est. Cost $44.13 Unrealized -17.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $38 Shares 237 Est. Cost $106.20 Unrealized +39.1%
NTR NUTRIEN LTD 0.0%
Value ($000) $36 Shares 592 Est. Cost $37.68 Unrealized +36.3%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $36 Shares 786 Est. Cost $40.56 Unrealized -0.5%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $34 Shares 838 Est. Cost $42.49 Unrealized +6.3%
FXB INVESCO CURRENCYSHARES BRIT 0.0%
Value ($000) $34 Shares 257 Est. Cost $124.76 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $32 Shares 154 Est. Cost $87.91 Unrealized +86.7%
IJR ISHARES TR 0.0%
Value ($000) $31 Shares 277 Est. Cost $79.40 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $30 Shares 468 Est. Cost $31.35 Unrealized +84.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $30 Shares 222 Est. Cost $87.89 Unrealized +37.3%
F FORD MTR CO DEL 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $6.19 Unrealized +62.9%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $28 Shares 1,100 Est. Cost $10.39 Unrealized +94.6%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $28 Shares 380 Est. Cost $46.53 Unrealized +25.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $27 Shares 318 Est. Cost $68.23 Unrealized +6.6%
SO SOUTHERN CO 0.0%
Value ($000) $26 Shares 431 Est. Cost $32.85 Unrealized +63.7%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $26 Shares 226 Est. Cost $149.13 Unrealized -15.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $25 Shares 416 Est. Cost $51.80 Unrealized -8.9%
ALB ALBEMARLE CORP 0.0%
Value ($000) $25 Shares 150 Est. Cost $111.68 Unrealized +36.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $52.23 Unrealized 0.0%
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 +13.2%
ETN EATON CORP PLC 0.0%
Value ($000) $24 Shares 165 Est. Cost $67.05 Unrealized +99.7%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $24 Shares 154 Est. Cost $148.26 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $23 Shares 120 Est. Cost $112.45 Unrealized +39.2%
GOOG ALPHABET INC 0.0%
Value ($000) $23 Shares 9 Est. Cost $63.45 Unrealized +86.4%
ABNB AIRBNB INC 0.0%
Value ($000) $22 Shares 146 Est. Cost $185.28 Unrealized -15.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $22 Shares 38 Est. Cost $236.55 Unrealized +117.9%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $22 Shares 350 Est. Cost $32.91 Unrealized +57.6%
POOL POOL CORP 0.0%
Value ($000) $22 Shares 49 Est. Cost $290.97 Unrealized +36.9%
WMT WALMART INC 0.0%
Value ($000) $22 Shares 156 Est. Cost $25.25 Unrealized +73.5%
HSY HERSHEY CO 0.0%
Value ($000) $22 Shares 125 Est. Cost $130.99 Unrealized +15.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.88 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $21 Shares 90 Est. Cost $151.89 Unrealized +43.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $21 Shares 55 Est. Cost $262.53 Unrealized +28.9%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $20 Shares 1,684 Est. Cost $8.18 Unrealized +11.9%
L LOEWS CORP 0.0%
Value ($000) $20 Shares 375 Est. Cost $39.41 Unrealized +39.6%
AVGO BROADCOM INC 0.0%
Value ($000) $20 Shares 42 Est. Cost $20.59 Unrealized +104.3%
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $21.00 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $20 Shares 950 Est. Cost $11.05 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $19 Shares 88 Est. Cost $127.20 Unrealized +64.0%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $19 Shares 548 Est. Cost $14.57 Unrealized +80.9%
IEFA ISHARES TR 0.0%
Value ($000) $19 Shares 251 Est. Cost $63.71 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $19 Shares 265 Est. Cost $54.13 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $18 Shares 44 Est. Cost $362.32 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $18 Shares 218 Est. Cost $79.47 Unrealized +1.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $18 Shares 86 Est. Cost $97.96 Unrealized +88.1%
ORCL ORACLE CORP 0.0%
Value ($000) $18 Shares 228 Est. Cost $52.75 Unrealized +39.5%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $18 Shares 500 Est. Cost $39.18 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $17 Shares 346 Est. Cost $63.58 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $16 Shares 119 Est. Cost $117.65 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $16 Shares 170 Est. Cost $82.35 Unrealized
H & E EQUIPMENT SERVICES INC 0.0%
Value ($000) $16 Shares 490 Est. Cost $26.65 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $16 Shares 66 Est. Cost $220.47 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $163.73 Unrealized +17.4%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $14 Shares 562 Est. Cost $27.31 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $14 Shares 120 Est. Cost $56.44 Unrealized +81.3%
TIP ISHARES TR 0.0%
Value ($000) $14 Shares 106 Est. Cost $112.75 Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $14 Shares 149 Est. Cost $53.69 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $7.70 Unrealized -3.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $13 Shares 43 Est. Cost $139.31 Unrealized +92.5%
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 155 Est. Cost $48.48 Unrealized +40.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $13 Shares 254 Est. Cost $32.61 Unrealized +40.6%
FISV FISERV INC 0.0%
Value ($000) $12 Shares 110 Est. Cost $100.70 Unrealized +15.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $12 Shares 19 Est. Cost $206.05 Unrealized +168.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 195 Est. Cost $47.41 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $12 Shares 43 Est. Cost $186.05 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $12 Shares 250 Est. Cost $41.16 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $11 Shares 26 Est. Cost $337.41 Unrealized +9.6%
NFLX NETFLIX INC 0.0%
Value ($000) $10 Shares 19 Est. Cost $39.50 Unrealized +29.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $10 Shares 165 Est. Cost $53.50 Unrealized -6.5%
MMM 3M CO 0.0%
Value ($000) $10 Shares 50 Est. Cost $105.95 Unrealized +32.5%
GOOGL ALPHABET INC 0.0%
Value ($000) $10 Shares 4 Est. Cost $75.62 Unrealized +53.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $10 Shares 35 Est. Cost $143.02 Unrealized +82.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $9 Shares 78 Est. Cost $53.07 Unrealized +91.6%
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.14 Unrealized -15.1%
ARKQ ARK ETF TR 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.00 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 39 Est. Cost $222.66 Unrealized
VIRT VIRTU FINL INC 0.0%
Value ($000) $8 Shares 306 Est. Cost $25.08 Unrealized +18.6%
ICLR ICON PLC 0.0%
Value ($000) $8 Shares 39 Est. Cost $124.66 Unrealized +73.1%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $8 Shares 48 Est. Cost $113.19 Unrealized +50.6%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $7 Shares 71 Est. Cost $48.29 Unrealized +83.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.89 Unrealized +2.4%
VEEV VEEVA SYS INC 0.0%
Value ($000) $7 Shares 22 Est. Cost $263.54 Unrealized +5.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $6 Shares 41 Est. Cost $107.31 Unrealized +24.3%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $6 Shares 156 Est. Cost $40.55 Unrealized
CCB COASTAL FINL CORP WA 0.0%
Value ($000) $6 Shares 207 Est. Cost $13.82 Unrealized +112.0%
CB CHUBB LIMITED 0.0%
Value ($000) $6 Shares 37 Est. Cost $116.65 Unrealized +33.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $6 Shares 142 Est. Cost $19.78 Unrealized +44.8%
AVALARA INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $128.21 Unrealized
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
NUSTAR ENERGY LP 0.0%
Value ($000) $6 Shares 320 Est. Cost $15.63 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $46.03 Unrealized +102.4%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 341 Est. Cost $13.33 Unrealized -11.0%
KARS KRANESHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $203.59 Unrealized +24.7%
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $4 Shares 50 Est. Cost $52.93 Unrealized +66.6%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 251 Est. Cost $19.92 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $4 Shares 81 Est. Cost $52.41 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $2072.14 Unrealized +10.8%
ARKW ARK ETF TR 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $4 Shares 291 Est. Cost $16.97 Unrealized -16.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 75 Est. Cost $37.51 Unrealized +51.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $4 Shares 42 Est. Cost $69.14 Unrealized +36.3%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $3 Shares 13 Est. Cost $158.59 Unrealized +47.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $3 Shares 102 Est. Cost $17.88 Unrealized +14.2%
ASML ASML HOLDING N V 0.0%
Value ($000) $3 Shares 5 Est. Cost $400.00 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
HAIL SPDR SER TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $3 Shares 26 Est. Cost $38.46 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $57.97 Unrealized
SPINNAKER ETF SERIES 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
IEMG ISHARES INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $54.65 Unrealized
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $2 Shares 63 Est. Cost $24.47 Unrealized +35.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $52.37 Unrealized +6.7%
ETF MANAGERS TR 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.64 Unrealized 0.0%
ICSH ISHARES TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $1 Shares 37 Est. Cost $16.01 Unrealized +12.7%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost 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
ACWV ISHARES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.00 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $6.62 Unrealized 0.0%
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.85 Unrealized