IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $452,855 (100.0% shares, 0.0% debt)

Holdings (313)

SCHX SCHWAB STRATEGIC TR 7.7%
Value ($000) $34,898 Shares 306,607 Est. Cost $69.69 Unrealized
INVESCO EXCH TRD SLF IDX FD 5.0%
Value ($000) $22,608 Shares 1,053,491 Est. Cost $21.43 Unrealized
INVESCO EXCH TRD SLF IDX FD 4.6%
Value ($000) $20,850 Shares 974,771 Est. Cost $21.29 Unrealized
BAC BK OF AMERICA CORP 3.8%
Value ($000) $17,107 Shares 384,510 Est. Cost $19.17 Unrealized +113.9%
INVESCO EXCH TRD SLF IDX FD 3.7%
Value ($000) $16,758 Shares 721,384 Est. Cost $23.17 Unrealized
SCHB SCHWAB STRATEGIC TR 3.2%
Value ($000) $14,539 Shares 128,655 Est. Cost $65.71 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.1%
Value ($000) $14,211 Shares 561,925 Est. Cost $25.31 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 2.7%
Value ($000) $12,044 Shares 544,984 Est. Cost $22.02 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $11,487 Shares 526,217 Est. Cost $21.35 Unrealized
SCHM SCHWAB STRATEGIC TR 2.4%
Value ($000) $11,019 Shares 137,006 Est. Cost $51.69 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $8,359 Shares 47,074 Est. Cost $92.00 Unrealized +68.2%
SCHA SCHWAB STRATEGIC TR 1.8%
Value ($000) $7,996 Shares 78,083 Est. Cost $65.73 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $7,005 Shares 20,827 Est. Cost $88.78 Unrealized +253.0%
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $6,372 Shares 163,919 Est. Cost $31.93 Unrealized
DDOG DATADOG INC 1.4%
Value ($000) $6,244 Shares 35,058 Est. Cost $51.58 Unrealized +229.0%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $5,584 Shares 18,986 Est. Cost $17.05 Unrealized +61.1%
AMZN AMAZON COM INC 1.1%
Value ($000) $4,841 Shares 1,452 Est. Cost $78.85 Unrealized +117.0%
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,737 Shares 28,930 Est. Cost $61.03 Unrealized
PFF ISHARES TR 1.0%
Value ($000) $4,515 Shares 114,506 Est. Cost $38.45 Unrealized
RGEN REPLIGEN CORP 1.0%
Value ($000) $4,344 Shares 16,404 Est. Cost $109.34 Unrealized +146.4%
LITE LUMENTUM HLDGS INC 1.0%
Value ($000) $4,307 Shares 40,720 Est. Cost $59.02 Unrealized +54.3%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $4,213 Shares 56,096 Est. Cost $41.80 Unrealized +55.8%
PIONEER NAT RES CO 0.9%
Value ($000) $4,183 Shares 22,997 Est. Cost $125.74 Unrealized
ACTIVISION BLIZZARD INC 0.9%
Value ($000) $4,159 Shares 62,506 Est. Cost $66.54 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $4,094 Shares 25,856 Est. Cost $91.78 Unrealized +61.1%
META META PLATFORMS INC 0.9%
Value ($000) $4,088 Shares 12,153 Est. Cost $213.28 Unrealized +54.6%
CRWD CROWDSTRIKE HLDGS INC 0.9%
Value ($000) $4,084 Shares 19,946 Est. Cost $72.18 Unrealized +237.5%
ISHARES TR 0.9%
Value ($000) $4,016 Shares 151,991 Est. Cost $26.42 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $3,964 Shares 67,135 Est. Cost $26.09 Unrealized +54.2%
MLM MARTIN MARIETTA MATLS INC 0.9%
Value ($000) $3,947 Shares 8,960 Est. Cost $309.80 Unrealized +27.5%
CURO GROUP HOLDINGS CORP 0.8%
Value ($000) $3,770 Shares 235,472 Est. Cost $16.01 Unrealized
FHI FEDERATED HERMES INC 0.8%
Value ($000) $3,744 Shares 99,623 Est. Cost $21.58 Unrealized +35.9%
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $3,720 Shares 183,058 Est. Cost $20.39 Unrealized
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $3,677 Shares 12,188 Est. Cost $200.78 Unrealized +38.6%
MELI MERCADOLIBRE INC 0.8%
Value ($000) $3,657 Shares 2,712 Est. Cost $1223.86 Unrealized +14.8%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $3,656 Shares 7,280 Est. Cost $245.22 Unrealized +72.2%
COF CAPITAL ONE FINL CORP 0.8%
Value ($000) $3,567 Shares 24,585 Est. Cost $141.20 Unrealized +1.6%
EVH EVOLENT HEALTH INC 0.8%
Value ($000) $3,558 Shares 128,580 Est. Cost $14.47 Unrealized +98.3%
CVS CVS HEALTH CORP 0.8%
Value ($000) $3,539 Shares 34,306 Est. Cost $57.10 Unrealized +40.9%
DOCU DOCUSIGN INC 0.7%
Value ($000) $3,346 Shares 21,966 Est. Cost $227.99 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $3,286 Shares 9,145 Est. Cost $280.84 Unrealized +22.5%
AES AES CORP 0.7%
Value ($000) $3,277 Shares 134,873 Est. Cost $11.91 Unrealized +73.6%
ENVESTNET INC 0.7%
Value ($000) $3,257 Shares 41,050 Est. Cost $63.80 Unrealized
EFAV ISHARES TR 0.7%
Value ($000) $3,144 Shares 40,947 Est. Cost $71.32 Unrealized
ONTO ONTO INNOVATION INC 0.7%
Value ($000) $3,140 Shares 31,021 Est. Cost $34.27 Unrealized +151.8%
MU MICRON TECHNOLOGY INC 0.7%
Value ($000) $3,048 Shares 32,724 Est. Cost $47.48 Unrealized +60.7%
IVV ISHARES TR 0.7%
Value ($000) $3,041 Shares 6,375 Est. Cost $199.72 Unrealized
JD JD.COM INC 0.7%
Value ($000) $3,008 Shares 42,924 Est. Cost $79.38 Unrealized
INGR INGREDION INC 0.6%
Value ($000) $2,930 Shares 30,315 Est. Cost $82.63 Unrealized +16.4%
GE GENERAL ELECTRIC CO 0.6%
Value ($000) $2,861 Shares 30,286 Est. Cost $62.95 Unrealized -2.2%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $2,830 Shares 9,675 Est. Cost $149.68 Unrealized +60.0%
AZTA AZENTA INC 0.6%
Value ($000) $2,800 Shares 27,159 Est. Cost $32.22 Unrealized +236.2%
ILMN ILLUMINA INC 0.6%
Value ($000) $2,793 Shares 7,341 Est. Cost $188.70 Unrealized +100.8%
REGN REGENERON PHARMACEUTICALS 0.6%
Value ($000) $2,748 Shares 4,351 Est. Cost $396.68 Unrealized +54.1%
SPLUNK INC 0.6%
Value ($000) $2,714 Shares 23,451 Est. Cost $137.78 Unrealized
CRM SALESFORCE COM INC 0.6%
Value ($000) $2,676 Shares 10,530 Est. Cost $173.66 Unrealized +59.9%
MRK MERCK & CO INC 0.6%
Value ($000) $2,650 Shares 34,581 Est. Cost $63.07 Unrealized +10.8%
DXC DXC TECHNOLOGY CO 0.6%
Value ($000) $2,621 Shares 81,408 Est. Cost $26.60 Unrealized +22.5%
IIPR INNOVATIVE INDL PPTYS INC 0.6%
Value ($000) $2,611 Shares 9,933 Est. Cost $116.43 Unrealized
FOUR SHIFT4 PMTS INC 0.6%
Value ($000) $2,532 Shares 43,702 Est. Cost $63.55 Unrealized 0.0%
LOW LOWES COS INC 0.6%
Value ($000) $2,512 Shares 9,718 Est. Cost $156.97 Unrealized +40.0%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $2,427 Shares 26,319 Est. Cost $62.31 Unrealized +9.7%
V VISA INC 0.5%
Value ($000) $2,397 Shares 11,062 Est. Cost $131.72 Unrealized +58.0%
MTZ MASTEC INC 0.5%
Value ($000) $2,391 Shares 25,908 Est. Cost $47.50 Unrealized +92.4%
TDS TELEPHONE & DATA SYS INC 0.5%
Value ($000) $2,379 Shares 118,084 Est. Cost $20.75 Unrealized -6.0%
MP MP MATERIALS CORP 0.5%
Value ($000) $2,341 Shares 51,552 Est. Cost $31.30 Unrealized +25.9%
TGT TARGET CORP 0.5%
Value ($000) $2,335 Shares 10,091 Est. Cost $106.42 Unrealized +101.3%
VSAT VIASAT INC 0.5%
Value ($000) $2,334 Shares 52,394 Est. Cost $51.10 Unrealized +1.3%
C CITIGROUP INC 0.5%
Value ($000) $2,330 Shares 38,576 Est. Cost $57.20 Unrealized -0.0%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $2,320 Shares 12,300 Est. Cost $241.82 Unrealized -10.7%
GLDD GREAT LAKES DREDGE & DOCK CO 0.5%
Value ($000) $2,301 Shares 146,382 Est. Cost $10.18 Unrealized +49.5%
ABBV ABBVIE INC 0.5%
Value ($000) $2,283 Shares 16,860 Est. Cost $51.41 Unrealized +97.8%
TJX TJX COS INC NEW 0.5%
Value ($000) $2,235 Shares 29,433 Est. Cost $49.79 Unrealized +31.1%
BA BOEING CO 0.5%
Value ($000) $2,206 Shares 10,960 Est. Cost $249.01 Unrealized -15.2%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $2,156 Shares 39,751 Est. Cost $26.62 Unrealized +91.4%
EXAS EXACT SCIENCES CORP 0.4%
Value ($000) $2,007 Shares 25,793 Est. Cost $88.57 Unrealized -0.4%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,978 Shares 19,125 Est. Cost $82.97 Unrealized +23.0%
IWV ISHARES TR 0.4%
Value ($000) $1,894 Shares 6,826 Est. Cost $124.02 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,872 Shares 44,069 Est. Cost $31.85 Unrealized +31.9%
CRSP CRISPR THERAPEUTICS AG 0.4%
Value ($000) $1,868 Shares 24,652 Est. Cost $65.38 Unrealized +33.6%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,801 Shares 15,346 Est. Cost $81.02 Unrealized +18.6%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,500 Shares 9,687 Est. Cost $104.22 Unrealized +51.4%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,498 Shares 7,026 Est. Cost $183.52 Unrealized +10.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,422 Shares 4,756 Est. Cost $157.43 Unrealized +81.9%
AVEM AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,370 Shares 21,643 Est. Cost $63.30 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,336 Shares 5,938 Est. Cost $140.20 Unrealized +32.1%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,335 Shares 3,715 Est. Cost $116.86 Unrealized +189.1%
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,085 Shares 21,338 Est. Cost $51.06 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,004 Shares 20,919 Est. Cost $44.41 Unrealized 0.0%
FATE FATE THERAPEUTICS INC 0.2%
Value ($000) $927 Shares 15,838 Est. Cost $56.68 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $916 Shares 10,523 Est. Cost $48.79 Unrealized +60.7%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $900 Shares 21,980 Est. Cost $32.09 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $899 Shares 1,893 Est. Cost $181.75 Unrealized
DE DEERE & CO 0.2%
Value ($000) $863 Shares 2,518 Est. Cost $85.31 Unrealized +285.1%
TREE LENDINGTREE INC NEW 0.2%
Value ($000) $832 Shares 6,783 Est. Cost $207.48 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $730 Shares 9,964 Est. Cost $42.86 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $679 Shares 1,706 Est. Cost $228.99 Unrealized
MEOH METHANEX CORP 0.1%
Value ($000) $634 Shares 16,022 Est. Cost $39.08 Unrealized +13.6%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $631 Shares 1,612 Est. Cost $236.29 Unrealized +80.9%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $630 Shares 21,587 Est. Cost $21.45 Unrealized +37.8%
IEI ISHARES TR 0.1%
Value ($000) $567 Shares 4,410 Est. Cost $126.02 Unrealized
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $552 Shares 15,424 Est. Cost $48.71 Unrealized +25.3%
IJH ISHARES TR 0.1%
Value ($000) $507 Shares 1,792 Est. Cost $190.24 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $496 Shares 4,620 Est. Cost $106.78 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $483 Shares 7,500 Est. Cost $42.22 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $464 Shares 1,839 Est. Cost $259.62 Unrealized +12.0%
ITOT ISHARES TR 0.1%
Value ($000) $462 Shares 4,317 Est. Cost $55.21 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.1%
Value ($000) $445 Shares 25,000 Est. Cost $16.54 Unrealized +24.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $444 Shares 2,600 Est. Cost $118.75 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $441 Shares 5,160 Est. Cost $86.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $364 Shares 2,724 Est. Cost $115.79 Unrealized -8.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $329 Shares 5,282 Est. Cost $30.89 Unrealized +59.4%
HELE HELEN OF TROY LTD 0.1%
Value ($000) $294 Shares 1,201 Est. Cost $91.18 Unrealized +160.0%
FLAGSTAR BANCORP INC 0.1%
Value ($000) $290 Shares 6,059 Est. Cost $45.06 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $282 Shares 1,496 Est. Cost $87.28 Unrealized +94.9%
IWF ISHARES TR 0.1%
Value ($000) $278 Shares 910 Est. Cost $143.42 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $277 Shares 1,592 Est. Cost $82.82 Unrealized +73.2%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $276 Shares 1,525 Est. Cost $90.30 Unrealized +86.7%
ABT ABBOTT LABS 0.1%
Value ($000) $273 Shares 1,941 Est. Cost $55.38 Unrealized +114.3%
T AT&T INC 0.1%
Value ($000) $253 Shares 10,293 Est. Cost $11.68 Unrealized +25.5%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $249 Shares 1,844 Est. Cost $105.17 Unrealized +26.0%
EVRG EVERGY INC 0.0%
Value ($000) $226 Shares 3,289 Est. Cost $40.03 Unrealized +37.0%
DY DYCOM INDS INC 0.0%
Value ($000) $222 Shares 2,367 Est. Cost $84.87 Unrealized -0.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $210 Shares 4,042 Est. Cost $34.19 Unrealized +18.1%
MS MORGAN STANLEY 0.0%
Value ($000) $209 Shares 2,129 Est. Cost $42.01 Unrealized +106.6%
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $206 Shares 5,555 Est. Cost $32.45 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $206 Shares 2,487 Est. Cost $54.48 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $203 Shares 1,111 Est. Cost $56.61 Unrealized +158.0%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $194 Shares 3,078 Est. Cost $57.28 Unrealized
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value ($000) $189 Shares 4,000 Est. Cost $35.50 Unrealized +10.9%
FDX FEDEX CORP 0.0%
Value ($000) $174 Shares 671 Est. Cost $157.38 Unrealized +39.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $169 Shares 3,350 Est. Cost $28.37 Unrealized +62.6%
CNC CENTENE CORP DEL 0.0%
Value ($000) $166 Shares 2,012 Est. Cost $59.18 Unrealized +23.8%
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $164 Shares 6,900 Est. Cost $21.33 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $164 Shares 155 Est. Cost $45.36 Unrealized +639.5%
UHT UNIVERSAL HEALTH RLTY INCOME 0.0%
Value ($000) $158 Shares 2,650 Est. Cost $64.09 Unrealized
SEB SEABOARD CORP DEL 0.0%
Value ($000) $153 Shares 39 Est. Cost $3957.56 Unrealized -0.5%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $152 Shares 5,125 Est. Cost $24.43 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $144 Shares 536 Est. Cost $141.88 Unrealized +61.8%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $143 Shares 1,025 Est. Cost $89.06 Unrealized +56.4%
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $140 Shares 9,391 Est. Cost $59.79 Unrealized -59.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $139 Shares 3,200 Est. Cost $30.19 Unrealized +19.9%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $133 Shares 1,500 Est. Cost $86.70 Unrealized -4.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $132 Shares 1,960 Est. Cost $35.66 Unrealized +61.0%
WELLS FARGO CO NEW 0.0%
Value ($000) $127 Shares 85 Est. Cost $1494.12 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $125 Shares 6,250 Est. Cost $15.07 Unrealized +49.1%
BK OF AMERICA CORP 0.0%
Value ($000) $123 Shares 85 Est. Cost $1447.06 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $121 Shares 2,818 Est. Cost $29.71 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $115 Shares 1,961 Est. Cost $40.89 Unrealized +21.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $111 Shares 5,053 Est. Cost $26.79 Unrealized
EQBK EQUITY BANCSHARES INC 0.0%
Value ($000) $109 Shares 3,220 Est. Cost $31.77 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $109 Shares 1,845 Est. Cost $35.48 Unrealized +38.6%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $109 Shares 192 Est. Cost $216.65 Unrealized +125.3%
HEARTLAND FINL USA INC 0.0%
Value ($000) $99 Shares 1,962 Est. Cost $47.91 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $95 Shares 1,110 Est. Cost $54.60 Unrealized +29.9%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $95 Shares 1,906 Est. Cost $49.94 Unrealized 0.0%
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $91 Shares 8,206 Est. Cost $11.37 Unrealized -3.6%
OGN ORGANON & CO 0.0%
Value ($000) $87 Shares 2,871 Est. Cost $26.93 Unrealized +0.1%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $84 Shares 4,000 Est. Cost $18.43 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $81 Shares 320 Est. Cost $130.81 Unrealized +64.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $76 Shares 446 Est. Cost $107.01 Unrealized +35.6%
DFE WISDOMTREE TR 0.0%
Value ($000) $75 Shares 1,000 Est. Cost $61.74 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $71 Shares 451 Est. Cost $71.14 Unrealized +102.3%
HANESBRANDS INC 0.0%
Value ($000) $63 Shares 3,752 Est. Cost $21.93 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $61 Shares 350 Est. Cost $174.29 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $60 Shares 2,879 Est. Cost $8.58 Unrealized +63.2%
WESTROCK CO 0.0%
Value ($000) $58 Shares 1,311 Est. Cost $57.21 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $57 Shares 452 Est. Cost $102.24 Unrealized +23.5%
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $54 Shares 1,092 Est. Cost $44.13 Unrealized +9.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $49 Shares 946 Est. Cost $45.11 Unrealized -1.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $49 Shares 839 Est. Cost $35.38 Unrealized +40.2%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $47 Shares 1,670 Est. Cost $26.35 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $45 Shares 312 Est. Cost $134.09 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $45 Shares 592 Est. Cost $37.68 Unrealized +63.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $43 Shares 237 Est. Cost $106.20 Unrealized +54.1%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $42 Shares 786 Est. Cost $40.56 Unrealized +2.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $41 Shares 200 Est. Cost $186.69 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $39 Shares 377 Est. Cost $102.61 Unrealized +0.8%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $37 Shares 829 Est. Cost $22.52 Unrealized +49.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $36 Shares 222 Est. Cost $87.89 Unrealized +52.6%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $36 Shares 800 Est. Cost $41.48 Unrealized
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $34 Shares 1,100 Est. Cost $10.39 Unrealized +147.0%
HDV ISHARES TR 0.0%
Value ($000) $33 Shares 330 Est. Cost $87.97 Unrealized
FXB INVESCO CURRENCYSHARES BRIT 0.0%
Value ($000) $33 Shares 257 Est. Cost $124.76 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $32 Shares 468 Est. Cost $59.64 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $30 Shares 142 Est. Cost $87.91 Unrealized +91.8%
SO SOUTHERN CO 0.0%
Value ($000) $30 Shares 431 Est. Cost $32.85 Unrealized +66.6%
ETN EATON CORP PLC 0.0%
Value ($000) $29 Shares 165 Est. Cost $67.05 Unrealized +131.9%
NEM NEWMONT CORP 0.0%
Value ($000) $29 Shares 468 Est. Cost $31.35 Unrealized +59.0%
ORCL ORACLE CORP 0.0%
Value ($000) $29 Shares 328 Est. Cost $63.77 Unrealized +39.4%
ENS ENERSYS 0.0%
Value ($000) $28 Shares 350 Est. Cost $75.07 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $28 Shares 242 Est. Cost $79.40 Unrealized
POOL POOL CORP 0.0%
Value ($000) $28 Shares 49 Est. Cost $290.97 Unrealized +71.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $28 Shares 318 Est. Cost $68.23 Unrealized +6.2%
AVGO BROADCOM INC 0.0%
Value ($000) $28 Shares 42 Est. Cost $20.59 Unrealized +151.5%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $27 Shares 399 Est. Cost $46.92 Unrealized +16.9%
VOC VOC ENERGY TR 0.0%
Value ($000) $27 Shares 5,800 Est. Cost $4.66 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $26 Shares 110 Est. Cost $111.68 Unrealized +110.2%
GOOG ALPHABET INC 0.0%
Value ($000) $26 Shares 9 Est. Cost $63.45 Unrealized +126.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $25 Shares 345 Est. Cost $51.80 Unrealized +20.9%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $25 Shares 229 Est. Cost $149.13 Unrealized -25.5%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $24 Shares 350 Est. Cost $32.91 Unrealized +70.6%
HSY HERSHEY CO 0.0%
Value ($000) $24 Shares 125 Est. Cost $130.99 Unrealized +24.9%
ABNB AIRBNB INC 0.0%
Value ($000) $24 Shares 146 Est. Cost $185.28 Unrealized -5.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $23 Shares 90 Est. Cost $151.89 Unrealized +39.9%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $23 Shares 150 Est. Cost $118.36 Unrealized +20.0%
WMT WALMART INC 0.0%
Value ($000) $23 Shares 156 Est. Cost $25.25 Unrealized +78.9%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $23 Shares 838 Est. Cost $42.49 Unrealized -27.9%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 1,791 Est. Cost $10.83 Unrealized +8.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $22 Shares 38 Est. Cost $236.55 Unrealized +164.2%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $86.00 Unrealized
L LOEWS CORP 0.0%
Value ($000) $22 Shares 375 Est. Cost $39.41 Unrealized +41.8%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $21 Shares 548 Est. Cost $14.57 Unrealized +131.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $52.23 Unrealized -17.5%
IEX IDEX CORP 0.0%
Value ($000) $21 Shares 88 Est. Cost $127.20 Unrealized +69.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $20 Shares 55 Est. Cost $262.53 Unrealized +17.7%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $20 Shares 86 Est. Cost $97.96 Unrealized +100.7%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $20 Shares 44 Est. Cost $362.32 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $20 Shares 950 Est. Cost $11.05 Unrealized +6.5%
PLD PROLOGIS INC. 0.0%
Value ($000) $20 Shares 120 Est. Cost $56.44 Unrealized +133.8%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $19 Shares 149 Est. Cost $53.69 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $19 Shares 248 Est. Cost $63.71 Unrealized
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $21.00 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $18 Shares 43 Est. Cost $139.31 Unrealized +146.4%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $18 Shares 1,584 Est. Cost $8.18 Unrealized +7.8%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $18 Shares 500 Est. Cost $39.18 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $18 Shares 414 Est. Cost $43.48 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $18 Shares 75 Est. Cost $206.36 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $163.73 Unrealized +13.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $16 Shares 346 Est. Cost $63.58 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $16 Shares 218 Est. Cost $79.47 Unrealized -4.3%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $16 Shares 265 Est. Cost $54.13 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $16 Shares 200 Est. Cost $69.63 Unrealized 0.0%
PROSHARES TR 0.0%
Value ($000) $14 Shares 994 Est. Cost $14.08 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $14 Shares 106 Est. Cost $112.75 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $14 Shares 43 Est. Cost $186.05 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 155 Est. Cost $48.48 Unrealized +54.8%
PERFICIENT INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $130.00 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $8.79 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $13 Shares 19 Est. Cost $206.05 Unrealized +204.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $12 Shares 26 Est. Cost $337.41 Unrealized +30.9%
GOOGL ALPHABET INC 0.0%
Value ($000) $12 Shares 4 Est. Cost $75.62 Unrealized +89.0%
INTC INTEL CORP 0.0%
Value ($000) $12 Shares 225 Est. Cost $47.29 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $12 Shares 39 Est. Cost $124.66 Unrealized +124.5%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $7.70 Unrealized -22.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $11 Shares 35 Est. Cost $143.02 Unrealized +84.3%
BWA BORGWARNER INC 0.0%
Value ($000) $11 Shares 250 Est. Cost $41.16 Unrealized -8.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $11 Shares 19 Est. Cost $39.50 Unrealized +61.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $10 Shares 165 Est. Cost $53.50 Unrealized +0.8%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $10 Shares 544 Est. Cost $21.59 Unrealized 0.0%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $10 Shares 277 Est. Cost $36.10 Unrealized
CCB COASTAL FINL CORP WA 0.0%
Value ($000) $10 Shares 207 Est. Cost $13.82 Unrealized +199.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $10 Shares 121 Est. Cost $54.61 Unrealized +45.3%
AEROJET ROCKETDYNE HLDGS INC 0.0%
Value ($000) $10 Shares 221 Est. Cost $31.26 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $73.44 Unrealized 0.0%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $9 Shares 48 Est. Cost $113.19 Unrealized +61.2%
MMM 3M CO 0.0%
Value ($000) $9 Shares 50 Est. Cost $105.95 Unrealized +20.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $9 Shares 78 Est. Cost $53.07 Unrealized +92.6%
VIRT VIRTU FINL INC 0.0%
Value ($000) $9 Shares 306 Est. Cost $25.08 Unrealized +8.7%
GKOS GLAUKOS CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $46.16 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $9 Shares 55 Est. Cost $148.26 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.78 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $8 Shares 123 Est. Cost $32.61 Unrealized +54.8%
ARKQ ARK ETF TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $8 Shares 100 Est. Cost $100.38 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $7 Shares 156 Est. Cost $40.55 Unrealized
PUBM PUBMATIC INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.58 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 100 Est. Cost $83.14 Unrealized -22.2%
CB CHUBB LIMITED 0.0%
Value ($000) $7 Shares 37 Est. Cost $116.65 Unrealized +52.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.89 Unrealized +9.5%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $7 Shares 71 Est. Cost $48.29 Unrealized +77.7%
KELLOGG CO 0.0%
Value ($000) $6 Shares 93 Est. Cost $51.09 Unrealized 0.0%
SHV ISHARES TR 0.0%
Value ($000) $6 Shares 57 Est. Cost $106.80 Unrealized
AGZ ISHARES TR 0.0%
Value ($000) $6 Shares 53 Est. Cost $113.21 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $6 Shares 142 Est. Cost $19.78 Unrealized +55.0%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $5 Shares 257 Est. Cost $27.31 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $5 Shares 320 Est. Cost $15.63 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 16 Est. Cost $312.50 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $5 Shares 2 Est. Cost $2072.14 Unrealized +12.5%
KARS KRANESHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $203.59 Unrealized +65.6%
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $5 Shares 50 Est. Cost $52.93 Unrealized +85.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $5 Shares 42 Est. Cost $69.14 Unrealized +68.7%
AVALARA INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $4 Shares 81 Est. Cost $52.41 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 75 Est. Cost $37.51 Unrealized +50.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $4 Shares 41 Est. Cost $107.31 Unrealized -4.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $52.37 Unrealized +12.3%
HAIL SPDR SER TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $3 Shares 13 Est. Cost $158.59 Unrealized +41.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $3 Shares 251 Est. Cost $19.92 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $160.00 Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $3 Shares 291 Est. Cost $16.97 Unrealized -28.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $3 Shares 105 Est. Cost $17.98 Unrealized +26.6%
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $57.97 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 184 Est. Cost $13.33 Unrealized -16.6%
XOP SPDR SER TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $38.46 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $120.00 Unrealized
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $2 Shares 63 Est. Cost $24.47 Unrealized +16.6%
CDE COEUR MNG INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.64 Unrealized -37.6%
SPINNAKER ETF SERIES 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.26 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $139.12 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 101 Est. Cost $19.90 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost Unrealized
APA APA CORPORATION 0.0%
Value ($000) $1 Shares 37 Est. Cost $16.01 Unrealized +46.1%
AMYRIS INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
IMPM IMPAC MTG HLDGS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.61 Unrealized -20.7%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $6.62 Unrealized +11.4%