TD Capital Management LLC Diversified Active

CIK: 0001483824 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 10, 2021

Total Value ($000): $754,703 (100.0% shares, 0.0% debt)

Holdings (326)

ITOT ISHARES TR 20.3%
Value ($000) $153,061 Shares 1,670,970 Est. Cost $63.17 Unrealized
BSV VANGUARD BD INDEX FDS 12.4%
Value ($000) $93,645 Shares 1,139,367 Est. Cost $80.57 Unrealized
AGG ISHARES TR 6.2%
Value ($000) $46,795 Shares 411,092 Est. Cost $113.14 Unrealized
MINT PIMCO ETF TR 5.4%
Value ($000) $40,944 Shares 401,764 Est. Cost $101.37 Unrealized
IVV ISHARES TR 4.6%
Value ($000) $34,715 Shares 87,263 Est. Cost $216.09 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.1%
Value ($000) $31,160 Shares 211,857 Est. Cost $86.89 Unrealized
VTI VANGUARD INDEX FDS 4.0%
Value ($000) $30,507 Shares 147,596 Est. Cost $144.99 Unrealized
QUAL ISHARES TR 4.0%
Value ($000) $29,969 Shares 246,091 Est. Cost $76.27 Unrealized
IXUS ISHARES TR 3.3%
Value ($000) $25,214 Shares 358,768 Est. Cost $55.28 Unrealized
BND VANGUARD BD INDEX FDS 3.1%
Value ($000) $23,246 Shares 274,391 Est. Cost $85.21 Unrealized
VUG VANGUARD INDEX FDS 3.0%
Value ($000) $22,926 Shares 89,192 Est. Cost $78.58 Unrealized
SUB ISHARES TR 3.0%
Value ($000) $22,701 Shares 210,542 Est. Cost $107.04 Unrealized
USMV ISHARES TR 2.7%
Value ($000) $20,721 Shares 299,481 Est. Cost $41.61 Unrealized
VTV VANGUARD INDEX FDS 2.6%
Value ($000) $19,888 Shares 151,283 Est. Cost $75.44 Unrealized
MUB ISHARES TR 2.3%
Value ($000) $17,060 Shares 147,007 Est. Cost $113.92 Unrealized
VV VANGUARD INDEX FDS 2.2%
Value ($000) $16,761 Shares 90,454 Est. Cost $82.46 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $13,237 Shares 259,247 Est. Cost $51.15 Unrealized
VXUS VANGUARD STAR FDS 1.6%
Value ($000) $12,394 Shares 197,677 Est. Cost $45.01 Unrealized
AZO AUTOZONE INC 1.5%
Value ($000) $11,074 Shares 7,886 Est. Cost $599.03 Unrealized +106.7%
VB VANGUARD INDEX FDS 1.3%
Value ($000) $9,762 Shares 45,600 Est. Cost $95.17 Unrealized
VXF VANGUARD INDEX FDS 1.1%
Value ($000) $8,269 Shares 46,742 Est. Cost $77.04 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $7,741 Shares 34,974 Est. Cost $96.08 Unrealized
ACWI ISHARES TR 1.0%
Value ($000) $7,646 Shares 80,355 Est. Cost $50.12 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.9%
Value ($000) $6,826 Shares 133,747 Est. Cost $50.71 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $5,356 Shares 75,630 Est. Cost $52.59 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $3,439 Shares 9,440 Est. Cost $249.65 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $2,602 Shares 21,301 Est. Cost $86.82 Unrealized +44.1%
DGRO ISHARES TR 0.3%
Value ($000) $2,407 Shares 49,863 Est. Cost $32.57 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $2,190 Shares 12,367 Est. Cost $13.42 Unrealized +119.5%
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,757 Shares 30,730 Est. Cost $42.62 Unrealized
GSST GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,694 Shares 33,351 Est. Cost $50.80 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,633 Shares 6,925 Est. Cost $43.09 Unrealized +417.3%
FDX FEDEX CORP 0.1%
Value ($000) $1,077 Shares 3,791 Est. Cost $124.22 Unrealized +88.5%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,042 Shares 17,376 Est. Cost $60.04 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $1,026 Shares 20,009 Est. Cost $51.14 Unrealized
WMT WALMART INC 0.1%
Value ($000) $886 Shares 6,519 Est. Cost $34.16 Unrealized +26.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $858 Shares 16,489 Est. Cost $41.53 Unrealized
WDFC WD-40 CO 0.1%
Value ($000) $852 Shares 2,784 Est. Cost $44.73 Unrealized +526.3%
MEAR ISHARES U S ETF TR 0.1%
Value ($000) $841 Shares 16,730 Est. Cost $49.78 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $801 Shares 12,446 Est. Cost $45.47 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $787 Shares 16,028 Est. Cost $38.59 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $779 Shares 7,368 Est. Cost $104.57 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $602 Shares 7,610 Est. Cost $42.85 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $510 Shares 4,977 Est. Cost $60.78 Unrealized
RWR SPDR SER TR 0.1%
Value ($000) $493 Shares 5,203 Est. Cost $71.27 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $493 Shares 9,113 Est. Cost $31.33 Unrealized +25.8%
NFLX NETFLIX INC 0.1%
Value ($000) $423 Shares 810 Est. Cost $16.10 Unrealized +229.4%
EFG ISHARES TR 0.1%
Value ($000) $382 Shares 3,803 Est. Cost $61.92 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $366 Shares 3,371 Est. Cost $88.97 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $354 Shares 5,828 Est. Cost $46.11 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $349 Shares 9,090 Est. Cost $36.72 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $336 Shares 8,027 Est. Cost $37.32 Unrealized
LDUR PIMCO ETF TR 0.0%
Value ($000) $316 Shares 3,100 Est. Cost $101.95 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $315 Shares 2,226 Est. Cost $63.56 Unrealized +85.5%
TSLA TESLA INC 0.0%
Value ($000) $307 Shares 460 Est. Cost $97.19 Unrealized +158.3%
DNL WISDOMTREE TR 0.0%
Value ($000) $305 Shares 3,934 Est. Cost $72.75 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $267 Shares 1,658 Est. Cost $158.22 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $263 Shares 4,810 Est. Cost $54.13 Unrealized
SMMU PIMCO ETF TR 0.0%
Value ($000) $256 Shares 4,982 Est. Cost $49.92 Unrealized
XLSR SSGA ACTIVE TR 0.0%
Value ($000) $247 Shares 6,023 Est. Cost $38.71 Unrealized
FCPI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $242 Shares 8,806 Est. Cost $27.48 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $242 Shares 1,925 Est. Cost $125.71 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $238 Shares 4,694 Est. Cost $50.48 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $229 Shares 2,515 Est. Cost $43.28 Unrealized +56.6%
DRUP GRANITESHARES ETF TR 0.0%
Value ($000) $223 Shares 6,057 Est. Cost $36.08 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $223 Shares 2,835 Est. Cost $47.07 Unrealized +44.6%
IEFA ISHARES TR 0.0%
Value ($000) $215 Shares 2,989 Est. Cost $67.54 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $214 Shares 2,776 Est. Cost $38.90 Unrealized +62.1%
AMZN AMAZON COM INC 0.0%
Value ($000) $213 Shares 69 Est. Cost $100.75 Unrealized +57.3%
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $208 Shares 2,207 Est. Cost $94.25 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $202 Shares 904 Est. Cost $130.42 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $197 Shares 670 Est. Cost $164.61 Unrealized +62.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $194 Shares 3,477 Est. Cost $53.53 Unrealized -19.1%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $193 Shares 1,266 Est. Cost $63.80 Unrealized +99.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $187 Shares 2,964 Est. Cost $34.23 Unrealized +49.1%
LYFT LYFT INC 0.0%
Value ($000) $182 Shares 2,875 Est. Cost $54.63 Unrealized +2.2%
IWF ISHARES TR 0.0%
Value ($000) $174 Shares 717 Est. Cost $72.55 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $171 Shares 900 Est. Cost $37.94 Unrealized +313.7%
T AT&T INC 0.0%
Value ($000) $162 Shares 5,367 Est. Cost $14.71 Unrealized +9.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $152 Shares 477 Est. Cost $318.66 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $152 Shares 586 Est. Cost $189.95 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $151 Shares 382 Est. Cost $288.47 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $151 Shares 2,966 Est. Cost $50.66 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $149 Shares 901 Est. Cost $105.77 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $133 Shares 672 Est. Cost $65.81 Unrealized +148.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $133 Shares 985 Est. Cost $66.28 Unrealized +74.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $132 Shares 1,746 Est. Cost $52.97 Unrealized +29.9%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $126 Shares 1,517 Est. Cost $58.08 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $126 Shares 2,502 Est. Cost $50.50 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $122 Shares 9,311 Est. Cost $17.90 Unrealized
GINN GOLDMAN SACHS ETF TR 0.0%
Value ($000) $121 Shares 2,118 Est. Cost $57.13 Unrealized
MMM 3M CO 0.0%
Value ($000) $118 Shares 611 Est. Cost $121.88 Unrealized +2.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $114 Shares 214 Est. Cost $5.27 Unrealized +154.6%
YUM YUM BRANDS INC 0.0%
Value ($000) $114 Shares 1,051 Est. Cost $50.72 Unrealized +90.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $113 Shares 1,902 Est. Cost $32.46 Unrealized +54.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $109 Shares 2,303 Est. Cost $27.73 Unrealized +38.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $104 Shares 992 Est. Cost $80.09 Unrealized -0.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $101 Shares 866 Est. Cost $113.37 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $101 Shares 1,322 Est. Cost $76.11 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $97 Shares 1,676 Est. Cost $39.78 Unrealized +6.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $95 Shares 1,258 Est. Cost $48.50 Unrealized +28.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $94 Shares 1,372 Est. Cost $67.35 Unrealized
MET METLIFE INC 0.0%
Value ($000) $91 Shares 1,500 Est. Cost $28.88 Unrealized +64.9%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $89 Shares 1,392 Est. Cost $63.43 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $88 Shares 236 Est. Cost $186.06 Unrealized +71.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $86 Shares 882 Est. Cost $53.78 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $86 Shares 1,446 Est. Cost $31.74 Unrealized +88.3%
INTC INTEL CORP 0.0%
Value ($000) $85 Shares 1,331 Est. Cost $31.42 Unrealized +72.2%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $84 Shares 1,240 Est. Cost $51.61 Unrealized
AMCOR PLC 0.0%
Value ($000) $84 Shares 7,161 Est. Cost $8.34 Unrealized +11.7%
PSX PHILLIPS 66 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $61.35 Unrealized +5.8%
IWM ISHARES TR 0.0%
Value ($000) $82 Shares 370 Est. Cost $118.69 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $76 Shares 1,460 Est. Cost $25.79 Unrealized +57.5%
PPG PPG INDS INC 0.0%
Value ($000) $75 Shares 500 Est. Cost $130.10 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $74 Shares 526 Est. Cost $94.98 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $74 Shares 36 Est. Cost $48.75 Unrealized +102.0%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $74 Shares 800 Est. Cost $73.75 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $73 Shares 238 Est. Cost $150.45 Unrealized +62.5%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $72 Shares 406 Est. Cost $173.27 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $71 Shares 1,949 Est. Cost $27.82 Unrealized +0.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $70 Shares 411 Est. Cost $81.34 Unrealized +62.3%
IWD ISHARES TR 0.0%
Value ($000) $69 Shares 454 Est. Cost $103.14 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $69 Shares 1,274 Est. Cost $29.86 Unrealized +54.6%
SHM SPDR SER TR 0.0%
Value ($000) $66 Shares 1,324 Est. Cost $47.55 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $64 Shares 493 Est. Cost $26.10 Unrealized +468.5%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $63 Shares 382 Est. Cost $124.54 Unrealized +13.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $60 Shares 829 Est. Cost $72.38 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $59 Shares 453 Est. Cost $121.99 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $59 Shares 286 Est. Cost $164.91 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $58 Shares 445 Est. Cost $119.64 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $58 Shares 536 Est. Cost $79.30 Unrealized +12.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $57 Shares 310 Est. Cost $125.35 Unrealized +43.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $54 Shares 610 Est. Cost $53.70 Unrealized +24.4%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $53 Shares 3,122 Est. Cost $11.04 Unrealized +20.6%
ISHARES TR 0.0%
Value ($000) $53 Shares 2,031 Est. Cost $25.58 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $53 Shares 1,003 Est. Cost $55.06 Unrealized
ISHARES TR 0.0%
Value ($000) $53 Shares 2,025 Est. Cost $25.68 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $52 Shares 562 Est. Cost $71.38 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $52 Shares 25 Est. Cost $48.19 Unrealized +103.3%
ISHARES TR 0.0%
Value ($000) $52 Shares 2,047 Est. Cost $25.33 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $52 Shares 8,514 Est. Cost $5.05 Unrealized
ISHARES TR 0.0%
Value ($000) $51 Shares 2,072 Est. Cost $24.98 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $48 Shares 197 Est. Cost $74.99 Unrealized +236.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $48 Shares 101 Est. Cost $172.04 Unrealized +171.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $45 Shares 200 Est. Cost $175.00 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $44 Shares 116 Est. Cost $379.31 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $44 Shares 160 Est. Cost $116.60 Unrealized +147.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $42 Shares 192 Est. Cost $171.88 Unrealized
V VISA INC 0.0%
Value ($000) $42 Shares 199 Est. Cost $136.22 Unrealized +49.2%
IYE ISHARES TR 0.0%
Value ($000) $42 Shares 1,600 Est. Cost $26.25 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $42 Shares 540 Est. Cost $86.30 Unrealized -0.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $41 Shares 827 Est. Cost $60.97 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $41 Shares 690 Est. Cost $58.35 Unrealized
XITK SPDR SER TR 0.0%
Value ($000) $40 Shares 192 Est. Cost $213.54 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $40 Shares 1,686 Est. Cost $18.47 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $39 Shares 602 Est. Cost $64.78 Unrealized
IDNA ISHARES TR 0.0%
Value ($000) $39 Shares 854 Est. Cost $45.67 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $36 Shares 3,001 Est. Cost $12.00 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $36 Shares 309 Est. Cost $75.18 Unrealized +23.8%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $33 Shares 574 Est. Cost $43.01 Unrealized +22.7%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $32 Shares 247 Est. Cost $29.18 Unrealized +428.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $31 Shares 243 Est. Cost $95.04 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $31 Shares 407 Est. Cost $58.75 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $30 Shares 752 Est. Cost $39.18 Unrealized -5.1%
KO COCA COLA CO 0.0%
Value ($000) $29 Shares 554 Est. Cost $38.37 Unrealized +13.1%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $29 Shares 205 Est. Cost $105.56 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $29 Shares 700 Est. Cost $41.43 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $29 Shares 542 Est. Cost $38.36 Unrealized +16.3%
TFI SPDR SER TR 0.0%
Value ($000) $28 Shares 550 Est. Cost $50.08 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $28 Shares 712 Est. Cost $43.04 Unrealized
DBEU DBX ETF TR 0.0%
Value ($000) $27 Shares 846 Est. Cost $31.91 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $27 Shares 433 Est. Cost $62.36 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $27 Shares 84 Est. Cost $134.61 Unrealized +106.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $26 Shares 205 Est. Cost $96.61 Unrealized +12.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $26 Shares 425 Est. Cost $50.03 Unrealized -2.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $25 Shares 232 Est. Cost $38.49 Unrealized +144.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $24 Shares 434 Est. Cost $74.60 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $23 Shares 487 Est. Cost $49.29 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $23 Shares 256 Est. Cost $77.81 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $23 Shares 103 Est. Cost $131.20 Unrealized +51.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $23 Shares 360 Est. Cost $50.66 Unrealized +5.3%
AVGO BROADCOM INC 0.0%
Value ($000) $22 Shares 48 Est. Cost $22.87 Unrealized +82.1%
JPIN J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $22 Shares 366 Est. Cost $58.03 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $21 Shares 473 Est. Cost $19.03 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $21 Shares 57 Est. Cost $300.80 Unrealized 0.0%
RXI ISHARES TR 0.0%
Value ($000) $21 Shares 128 Est. Cost $164.06 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $21 Shares 252 Est. Cost $30.47 Unrealized +121.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $20 Shares 382 Est. Cost $32.33 Unrealized -5.9%
ARKK ARK ETF TR 0.0%
Value ($000) $20 Shares 165 Est. Cost $93.11 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $20 Shares 30 Est. Cost $77.28 Unrealized 0.0%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $19 Shares 571 Est. Cost $32.49 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $19 Shares 1,169 Est. Cost $10.79 Unrealized +7.1%
DHI D R HORTON INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $69.25 Unrealized +7.7%
BP BP PLC 0.0%
Value ($000) $18 Shares 720 Est. Cost $40.58 Unrealized
DUKE REALTY CORP 0.0%
Value ($000) $18 Shares 435 Est. Cost $41.38 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $18 Shares 151 Est. Cost $108.63 Unrealized 0.0%
WORKHORSE GROUP INC 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $1.06 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $17 Shares 180 Est. Cost $64.98 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $17 Shares 300 Est. Cost $51.24 Unrealized 0.0%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $17 Shares 225 Est. Cost $41.10 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 169 Est. Cost $54.76 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $16 Shares 40 Est. Cost $371.45 Unrealized -1.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $16 Shares 70 Est. Cost $181.01 Unrealized +2.2%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $16 Shares 488 Est. Cost $23.72 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $15 Shares 108 Est. Cost $146.86 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $15 Shares 249 Est. Cost $35.40 Unrealized +40.6%
SO SOUTHERN CO 0.0%
Value ($000) $15 Shares 246 Est. Cost $38.04 Unrealized +31.0%
JPUS J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $14 Shares 155 Est. Cost $70.49 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $14 Shares 683 Est. Cost $21.10 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $217.54 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $14 Shares 219 Est. Cost $45.46 Unrealized +0.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 400 Est. Cost $30.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $13 Shares 101 Est. Cost $42.31 Unrealized +206.6%
IUSG ISHARES TR 0.0%
Value ($000) $13 Shares 139 Est. Cost $52.24 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $12 Shares 56 Est. Cost $71.83 Unrealized +166.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $12 Shares 8 Est. Cost $1696.72 Unrealized 0.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $12 Shares 55 Est. Cost $219.95 Unrealized 0.0%
DCI DONALDSON INC 0.0%
Value ($000) $12 Shares 202 Est. Cost $31.36 Unrealized +76.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $12 Shares 42 Est. Cost $247.58 Unrealized -3.0%
DISH NETWORK CORPORATION 0.0%
Value ($000) $11 Shares 300 Est. Cost $20.00 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $11 Shares 181 Est. Cost $44.20 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $87.05 Unrealized +10.8%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $10 Shares 608 Est. Cost $12.74 Unrealized 0.0%
CMRE COSTAMARE INC 0.0%
Value ($000) $10 Shares 1,028 Est. Cost $7.91 Unrealized 0.0%
IHI ISHARES TR 0.0%
Value ($000) $10 Shares 29 Est. Cost $275.86 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $10 Shares 401 Est. Cost $11.15 Unrealized +76.5%
CWH CAMPING WORLD HLDGS INC 0.0%
Value ($000) $10 Shares 275 Est. Cost $27.76 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $10 Shares 364 Est. Cost $12.23 Unrealized +166.7%
ABBNY ABB LTD 0.0%
Value ($000) $9 Shares 300 Est. Cost $24.44 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $9 Shares 40 Est. Cost $126.42 Unrealized +48.8%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $9 Shares 103 Est. Cost $51.52 Unrealized +56.6%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $9 Shares 336 Est. Cost $24.38 Unrealized
TOTAL SE 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.00 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $9 Shares 210 Est. Cost $39.02 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $9 Shares 6 Est. Cost $28.92 Unrealized 0.0%
REET ISHARES TR 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.59 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $8 Shares 190 Est. Cost $79.56 Unrealized -52.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 79 Est. Cost $24.16 Unrealized +55.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 273 Est. Cost $27.74 Unrealized -15.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $7 Shares 404 Est. Cost $32.18 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $7 Shares 104 Est. Cost $46.24 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 61 Est. Cost $75.46 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $6 Shares 244 Est. Cost $20.49 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $6 Shares 23 Est. Cost $190.77 Unrealized +7.0%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $6 Shares 207 Est. Cost $62.78 Unrealized -56.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $104.11 Unrealized +53.9%
DRAFTKINGS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
DE DEERE & CO 0.0%
Value ($000) $6 Shares 15 Est. Cost $131.78 Unrealized +133.3%
MARATHON OIL CORP 0.0%
Value ($000) $6 Shares 542 Est. Cost $3.69 Unrealized
XPERI HOLDING CORP 0.0%
Value ($000) $6 Shares 275 Est. Cost $14.65 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $31.43 Unrealized +258.6%
VIACOMCBS INC 0.0%
Value ($000) $5 Shares 102 Est. Cost $49.02 Unrealized
GRACELL BIOTECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 333 Est. Cost $15.02 Unrealized
E ENI S P A 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $144.91 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 19 Est. Cost $210.53 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $5 Shares 100 Est. Cost $33.04 Unrealized +30.2%
ETF MANAGERS TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.88 Unrealized +14.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $5 Shares 105 Est. Cost $49.78 Unrealized -22.4%
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $5 Shares 128 Est. Cost $39.06 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $59.14 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $5 Shares 20 Est. Cost $206.92 Unrealized +17.4%
CRNC CERENCE INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $16.42 Unrealized +570.1%
IXN ISHARES TR 0.0%
Value ($000) $4 Shares 14 Est. Cost $136.13 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $4 Shares 10 Est. Cost $339.57 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $4 Shares 100 Est. Cost $19.81 Unrealized +76.1%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $4 Shares 201 Est. Cost $28.58 Unrealized -44.3%
SIVR ABERDEEN STD SILVER ETF TR 0.0%
Value ($000) $4 Shares 162 Est. Cost $12.35 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $117.71 Unrealized +50.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $4 Shares 15 Est. Cost $142.35 Unrealized +60.8%
F FORD MTR CO DEL 0.0%
Value ($000) $4 Shares 352 Est. Cost $6.66 Unrealized +30.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $111.50 Unrealized +69.6%
WAB WABTEC 0.0%
Value ($000) $3 Shares 34 Est. Cost $69.17 Unrealized +9.1%
XSOE WISDOMTREE TR 0.0%
Value ($000) $3 Shares 68 Est. Cost $44.12 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $3 Shares 91 Est. Cost $32.97 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 205 Est. Cost $10.83 Unrealized 0.0%
DRVN DRIVEN BRANDS HLDGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.40 Unrealized 0.0%
PI IMPINJ INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $58.89 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $3 Shares 40 Est. Cost $54.61 Unrealized +19.5%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $13.13 Unrealized +52.3%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 50 Est. Cost $44.00 Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
ACES ALPS ETF TR 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.09 Unrealized +30.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $86.40 Unrealized +28.3%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $2 Shares 38 Est. Cost $21.93 Unrealized +130.6%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.00 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $2 Shares 25 Est. Cost $50.64 Unrealized +38.8%
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $12.38 Unrealized +53.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 10 Est. Cost $126.52 Unrealized +30.4%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $2 Shares 230 Est. Cost $7.81 Unrealized +16.6%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 120 Est. Cost $13.33 Unrealized -0.1%
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $2 Shares 96 Est. Cost $20.83 Unrealized
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $24.36 Unrealized +56.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 40 Est. Cost $17.13 Unrealized +112.7%
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $204.69 Unrealized 0.0%
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.15 Unrealized -11.2%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
XL FLEET CORP 0.0%
Value ($000) $1 Shares 158 Est. Cost $6.33 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 36 Est. Cost $39.97 Unrealized -28.4%
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $34.95 Unrealized +22.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.48 Unrealized +27.9%
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.48 Unrealized +19.0%
TENNECO INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $55.00 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.74 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $110.09 Unrealized +19.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $27.24 Unrealized +6.7%
SYNOVUS FINL CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost Unrealized
SNY SANOFI 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $22.57 Unrealized +25.8%
MFIC APOLLO INVT CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.39 Unrealized 0.0%
EQUITY COMWLTH 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.63 Unrealized +6.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.74 Unrealized +182.6%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.55 Unrealized +38.5%
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $42.79 Unrealized +64.5%
WELLS FARGO ADV MULTI SCTR I 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.49 Unrealized
BANF BANCFIRST CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.39 Unrealized +70.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.37 Unrealized +2.2%
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ALKS ALKERMES PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $29.15 Unrealized -29.8%