TD Capital Management LLC Diversified Active

CIK: 0001483824 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 2, 2021

Total Value ($000): $801,540 (100.0% shares, 0.0% debt)

Holdings (354)

ITOT ISHARES TR 20.7%
Value ($000) $166,253 Shares 1,683,402 Est. Cost $63.17 Unrealized
BSV VANGUARD BD INDEX FDS 11.8%
Value ($000) $94,693 Shares 1,152,543 Est. Cost $80.59 Unrealized
AGG ISHARES TR 6.0%
Value ($000) $47,970 Shares 415,937 Est. Cost $113.16 Unrealized
MINT PIMCO ETF TR 4.8%
Value ($000) $38,299 Shares 375,586 Est. Cost $101.37 Unrealized
IVV ISHARES TR 4.7%
Value ($000) $37,773 Shares 87,860 Est. Cost $216.09 Unrealized
VTI VANGUARD INDEX FDS 4.2%
Value ($000) $33,977 Shares 152,487 Est. Cost $147.48 Unrealized
QUAL ISHARES TR 4.1%
Value ($000) $33,025 Shares 248,551 Est. Cost $76.27 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.0%
Value ($000) $32,061 Shares 207,124 Est. Cost $86.89 Unrealized
IXUS ISHARES TR 3.3%
Value ($000) $26,392 Shares 360,056 Est. Cost $55.28 Unrealized
VUG VANGUARD INDEX FDS 3.2%
Value ($000) $25,738 Shares 89,740 Est. Cost $78.58 Unrealized
BND VANGUARD BD INDEX FDS 3.1%
Value ($000) $25,093 Shares 292,152 Est. Cost $85.25 Unrealized
SUB ISHARES TR 2.9%
Value ($000) $23,442 Shares 217,415 Est. Cost $107.06 Unrealized
VTV VANGUARD INDEX FDS 2.6%
Value ($000) $20,862 Shares 151,766 Est. Cost $75.44 Unrealized
USMV ISHARES TR 2.5%
Value ($000) $20,113 Shares 273,232 Est. Cost $41.61 Unrealized
VV VANGUARD INDEX FDS 2.3%
Value ($000) $18,104 Shares 90,182 Est. Cost $82.46 Unrealized
MUB ISHARES TR 2.2%
Value ($000) $17,322 Shares 147,796 Est. Cost $113.92 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 1.9%
Value ($000) $15,021 Shares 295,105 Est. Cost $51.12 Unrealized
VXUS VANGUARD STAR FDS 1.6%
Value ($000) $12,479 Shares 190,002 Est. Cost $45.01 Unrealized
VB VANGUARD INDEX FDS 1.3%
Value ($000) $10,286 Shares 45,658 Est. Cost $95.17 Unrealized
AZO AUTOZONE INC 1.3%
Value ($000) $10,275 Shares 6,886 Est. Cost $599.03 Unrealized +142.0%
VXF VANGUARD INDEX FDS 1.1%
Value ($000) $8,868 Shares 47,022 Est. Cost $77.04 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $8,313 Shares 35,026 Est. Cost $96.08 Unrealized
ACWI ISHARES TR 1.0%
Value ($000) $8,162 Shares 80,661 Est. Cost $50.12 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 1.0%
Value ($000) $8,106 Shares 158,782 Est. Cost $50.76 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $5,779 Shares 76,496 Est. Cost $52.85 Unrealized
GSST GOLDMAN SACHS ETF TR 0.5%
Value ($000) $4,178 Shares 82,351 Est. Cost $50.76 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $3,712 Shares 9,432 Est. Cost $249.65 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $2,913 Shares 21,266 Est. Cost $86.82 Unrealized +45.6%
DGRO ISHARES TR 0.3%
Value ($000) $2,361 Shares 46,876 Est. Cost $32.57 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $2,301 Shares 12,367 Est. Cost $13.42 Unrealized +152.8%
ISTB ISHARES TR 0.3%
Value ($000) $2,070 Shares 40,351 Est. Cost $51.22 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,876 Shares 6,925 Est. Cost $43.09 Unrealized +468.0%
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,610 Shares 32,132 Est. Cost $50.11 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,460 Shares 24,476 Est. Cost $42.62 Unrealized
SMMU PIMCO ETF TR 0.2%
Value ($000) $1,393 Shares 27,078 Est. Cost $51.16 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $1,359 Shares 12,784 Est. Cost $105.30 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $1,034 Shares 3,467 Est. Cost $124.22 Unrealized +117.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $900 Shares 16,575 Est. Cost $41.53 Unrealized
MEAR ISHARES U S ETF TR 0.1%
Value ($000) $841 Shares 16,747 Est. Cost $49.78 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $838 Shares 12,505 Est. Cost $45.47 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $821 Shares 15,931 Est. Cost $38.59 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $804 Shares 13,419 Est. Cost $60.04 Unrealized
WMT WALMART INC 0.1%
Value ($000) $751 Shares 5,329 Est. Cost $34.16 Unrealized +28.2%
WDFC WD 40 CO 0.1%
Value ($000) $714 Shares 2,784 Est. Cost $44.73 Unrealized +429.2%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $653 Shares 7,589 Est. Cost $42.85 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $559 Shares 9,113 Est. Cost $31.33 Unrealized +48.8%
RWR SPDR SER TR 0.1%
Value ($000) $546 Shares 5,203 Est. Cost $71.27 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $525 Shares 5,000 Est. Cost $60.78 Unrealized
DANIMER SCIENTIFIC INC 0.1%
Value ($000) $509 Shares 20,328 Est. Cost $25.13 Unrealized
NFE NEW FORTRESS ENERGY INC 0.1%
Value ($000) $466 Shares 12,291 Est. Cost $42.77 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $457 Shares 1,067 Est. Cost $378.24 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $429 Shares 3,793 Est. Cost $91.66 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $428 Shares 810 Est. Cost $16.10 Unrealized +217.4%
EFG ISHARES TR 0.1%
Value ($000) $411 Shares 3,829 Est. Cost $61.92 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $399 Shares 10,154 Est. Cost $36.99 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $376 Shares 8,032 Est. Cost $37.32 Unrealized
LDUR PIMCO ETF TR 0.0%
Value ($000) $366 Shares 3,598 Est. Cost $101.92 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $360 Shares 5,673 Est. Cost $46.11 Unrealized
DNL WISDOMTREE TR 0.0%
Value ($000) $340 Shares 8,169 Est. Cost $56.61 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $330 Shares 2,227 Est. Cost $63.56 Unrealized +98.5%
TSLA TESLA INC 0.0%
Value ($000) $313 Shares 460 Est. Cost $97.19 Unrealized +123.4%
IEFA ISHARES TR 0.0%
Value ($000) $299 Shares 3,995 Est. Cost $69.38 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $288 Shares 1,659 Est. Cost $158.22 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $272 Shares 79 Est. Cost $109.04 Unrealized +52.4%
XLSR SSGA ACTIVE TR 0.0%
Value ($000) $268 Shares 6,034 Est. Cost $38.71 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $264 Shares 4,810 Est. Cost $54.13 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $258 Shares 2,515 Est. Cost $43.28 Unrealized +89.0%
TIP ISHARES TR 0.0%
Value ($000) $249 Shares 1,948 Est. Cost $125.74 Unrealized
DRUP GRANITESHARES ETF TR 0.0%
Value ($000) $247 Shares 6,061 Est. Cost $36.08 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $235 Shares 3,021 Est. Cost $48.57 Unrealized +46.8%
META FACEBOOK INC 0.0%
Value ($000) $233 Shares 670 Est. Cost $164.61 Unrealized +93.5%
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $224 Shares 2,207 Est. Cost $94.25 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $222 Shares 919 Est. Cost $132.23 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $220 Shares 3,486 Est. Cost $53.53 Unrealized -6.5%
MRK MERCK & CO INC 0.0%
Value ($000) $216 Shares 2,781 Est. Cost $38.90 Unrealized +64.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $198 Shares 2,964 Est. Cost $34.23 Unrealized +57.4%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $197 Shares 1,268 Est. Cost $63.80 Unrealized +119.0%
IWF ISHARES TR 0.0%
Value ($000) $195 Shares 717 Est. Cost $72.55 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $175 Shares 900 Est. Cost $37.94 Unrealized +373.1%
LYFT LYFT INC 0.0%
Value ($000) $174 Shares 2,875 Est. Cost $54.63 Unrealized +5.3%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $171 Shares 214 Est. Cost $5.27 Unrealized +203.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $169 Shares 477 Est. Cost $318.66 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $162 Shares 672 Est. Cost $65.81 Unrealized +191.0%
IJH ISHARES TR 0.0%
Value ($000) $158 Shares 587 Est. Cost $189.95 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $156 Shares 901 Est. Cost $105.77 Unrealized
T AT&T INC 0.0%
Value ($000) $155 Shares 5,399 Est. Cost $14.71 Unrealized +15.5%
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $151 Shares 12,524 Est. Cost $12.06 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $151 Shares 2,970 Est. Cost $50.66 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $133 Shares 985 Est. Cost $66.28 Unrealized +82.1%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $133 Shares 1,525 Est. Cost $58.08 Unrealized
GINN GOLDMAN SACHS ETF TR 0.0%
Value ($000) $132 Shares 2,121 Est. Cost $57.13 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $131 Shares 1,902 Est. Cost $32.46 Unrealized +81.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $128 Shares 1,746 Est. Cost $52.97 Unrealized +25.6%
ICSH ISHARES TR 0.0%
Value ($000) $127 Shares 2,505 Est. Cost $50.50 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $127 Shares 945 Est. Cost $127.44 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $125 Shares 9,311 Est. Cost $17.90 Unrealized
MMM 3M CO 0.0%
Value ($000) $121 Shares 611 Est. Cost $121.88 Unrealized +15.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $121 Shares 1,054 Est. Cost $50.72 Unrealized +113.1%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $119 Shares 946 Est. Cost $114.42 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $118 Shares 2,303 Est. Cost $27.73 Unrealized +58.1%
PSX PHILLIPS 66 0.0%
Value ($000) $111 Shares 1,290 Est. Cost $63.42 Unrealized +11.3%
DSI ISHARES TR 0.0%
Value ($000) $110 Shares 1,325 Est. Cost $76.11 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $110 Shares 276 Est. Cost $212.58 Unrealized +73.6%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $110 Shares 1,061 Est. Cost $62.20 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $105 Shares 1,258 Est. Cost $48.50 Unrealized +45.3%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $104 Shares 1,939 Est. Cost $54.37 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $104 Shares 1,492 Est. Cost $67.54 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $101 Shares 1,807 Est. Cost $40.04 Unrealized +8.4%
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $97 Shares 1,906 Est. Cost $50.48 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $96 Shares 1,448 Est. Cost $31.74 Unrealized +100.9%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $96 Shares 1,522 Est. Cost $63.40 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $94 Shares 1,240 Est. Cost $51.61 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $90 Shares 36 Est. Cost $48.75 Unrealized +142.7%
IWM ISHARES TR 0.0%
Value ($000) $90 Shares 394 Est. Cost $125.37 Unrealized
MET METLIFE INC 0.0%
Value ($000) $90 Shares 1,500 Est. Cost $28.88 Unrealized +90.7%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $88 Shares 838 Est. Cost $80.09 Unrealized +8.7%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $86 Shares 413 Est. Cost $81.34 Unrealized +101.8%
PFE PFIZER INC 0.0%
Value ($000) $85 Shares 2,183 Est. Cost $28.16 Unrealized +10.1%
PPG PPG INDS INC 0.0%
Value ($000) $85 Shares 502 Est. Cost $130.10 Unrealized +20.2%
AMCOR PLC 0.0%
Value ($000) $83 Shares 7,229 Est. Cost $8.34 Unrealized +17.8%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $83 Shares 6,001 Est. Cost $12.91 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $78 Shares 528 Est. Cost $94.98 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $77 Shares 1,460 Est. Cost $25.79 Unrealized +77.8%
HD HOME DEPOT INC 0.0%
Value ($000) $76 Shares 238 Est. Cost $150.45 Unrealized +88.7%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $75 Shares 800 Est. Cost $73.75 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $75 Shares 1,331 Est. Cost $31.42 Unrealized +70.5%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $74 Shares 506 Est. Cost $124.53 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $74 Shares 408 Est. Cost $173.27 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $73 Shares 1,274 Est. Cost $29.86 Unrealized +64.3%
IWD ISHARES TR 0.0%
Value ($000) $72 Shares 454 Est. Cost $103.14 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $71 Shares 942 Est. Cost $72.74 Unrealized
SHM SPDR SER TR 0.0%
Value ($000) $66 Shares 1,324 Est. Cost $47.55 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $66 Shares 286 Est. Cost $164.91 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $63 Shares 382 Est. Cost $124.54 Unrealized +16.4%
ABBV ABBVIE INC 0.0%
Value ($000) $61 Shares 541 Est. Cost $79.30 Unrealized +19.5%
GOOGL ALPHABET INC 0.0%
Value ($000) $61 Shares 25 Est. Cost $48.19 Unrealized +140.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $60 Shares 610 Est. Cost $53.70 Unrealized +42.3%
Z ZILLOW GROUP INC 0.0%
Value ($000) $60 Shares 493 Est. Cost $26.10 Unrealized +366.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $59 Shares 101 Est. Cost $172.04 Unrealized +199.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $58 Shares 566 Est. Cost $71.38 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $57 Shares 197 Est. Cost $74.99 Unrealized +251.4%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $56 Shares 8,531 Est. Cost $5.05 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $55.00 Unrealized
ISHARES TR 0.0%
Value ($000) $54 Shares 2,034 Est. Cost $25.68 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $54 Shares 310 Est. Cost $125.35 Unrealized +40.2%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $54 Shares 3,140 Est. Cost $11.04 Unrealized +39.6%
ISHARES TR 0.0%
Value ($000) $53 Shares 2,040 Est. Cost $25.58 Unrealized
ISHARES TR 0.0%
Value ($000) $52 Shares 2,055 Est. Cost $25.33 Unrealized
ISHARES TR 0.0%
Value ($000) $52 Shares 2,079 Est. Cost $24.98 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $51 Shares 2,652 Est. Cost $19.27 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $48 Shares 697 Est. Cost $120.53 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $47 Shares 192 Est. Cost $171.88 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $47 Shares 160 Est. Cost $116.60 Unrealized +144.7%
IYE ISHARES TR 0.0%
Value ($000) $47 Shares 1,600 Est. Cost $26.25 Unrealized
IDNA ISHARES TR 0.0%
Value ($000) $47 Shares 895 Est. Cost $45.98 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $47 Shares 685 Est. Cost $65.25 Unrealized
V VISA INC 0.0%
Value ($000) $47 Shares 199 Est. Cost $136.22 Unrealized +62.2%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $45 Shares 200 Est. Cost $175.00 Unrealized
XITK SPDR SER TR 0.0%
Value ($000) $45 Shares 201 Est. Cost $214.00 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $45 Shares 837 Est. Cost $60.88 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $42 Shares 690 Est. Cost $58.35 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $41 Shares 1,686 Est. Cost $18.47 Unrealized +7.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $39 Shares 309 Est. Cost $75.18 Unrealized +47.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $36 Shares 426 Est. Cost $82.36 Unrealized 0.0%
IHDG WISDOMTREE TR 0.0%
Value ($000) $35 Shares 788 Est. Cost $41.76 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $34 Shares 752 Est. Cost $39.18 Unrealized +18.4%
EFA ISHARES TR 0.0%
Value ($000) $33 Shares 412 Est. Cost $59.01 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $33 Shares 542 Est. Cost $38.36 Unrealized +36.3%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $33 Shares 492 Est. Cost $62.92 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $33 Shares 243 Est. Cost $95.04 Unrealized
DBEU DBX ETF TR 0.0%
Value ($000) $32 Shares 950 Est. Cost $32.11 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $31 Shares 206 Est. Cost $105.56 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $31 Shares 84 Est. Cost $134.61 Unrealized +148.0%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $30 Shares 247 Est. Cost $29.18 Unrealized +323.2%
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $29.92 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $30 Shares 554 Est. Cost $38.37 Unrealized +23.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $29 Shares 205 Est. Cost $96.61 Unrealized +33.1%
TFI SPDR SER TR 0.0%
Value ($000) $29 Shares 550 Est. Cost $50.08 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $29 Shares 713 Est. Cost $43.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $86.30 Unrealized -6.3%
TWITTER INC 0.0%
Value ($000) $28 Shares 400 Est. Cost $70.00 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $26 Shares 473 Est. Cost $19.03 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $26 Shares 425 Est. Cost $50.03 Unrealized +5.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $26 Shares 233 Est. Cost $38.49 Unrealized +164.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $25 Shares 360 Est. Cost $50.66 Unrealized +10.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $25 Shares 256 Est. Cost $77.81 Unrealized +9.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $25 Shares 930 Est. Cost $20.43 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $24 Shares 400 Est. Cost $52.61 Unrealized +7.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $23 Shares 434 Est. Cost $74.60 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $23 Shares 104 Est. Cost $131.20 Unrealized +77.5%
AVGO BROADCOM INC 0.0%
Value ($000) $23 Shares 48 Est. Cost $22.87 Unrealized +83.9%
TTD THE TRADE DESK INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $65.24 Unrealized -2.1%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $22 Shares 462 Est. Cost $49.29 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $22 Shares 57 Est. Cost $300.80 Unrealized +19.2%
ARKK ARK ETF TR 0.0%
Value ($000) $22 Shares 165 Est. Cost $93.11 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $22 Shares 75 Est. Cost $253.36 Unrealized +2.9%
RXI ISHARES TR 0.0%
Value ($000) $22 Shares 129 Est. Cost $164.06 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $22 Shares 1,184 Est. Cost $10.83 Unrealized +26.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $21 Shares 252 Est. Cost $30.47 Unrealized +138.6%
DUKE REALTY CORP 0.0%
Value ($000) $21 Shares 435 Est. Cost $41.38 Unrealized
WORKHORSE GROUP INC 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $1.06 Unrealized
BP BP PLC 0.0%
Value ($000) $19 Shares 720 Est. Cost $40.58 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $19 Shares 1,536 Est. Cost $12.37 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $18 Shares 383 Est. Cost $32.33 Unrealized +5.1%
DHI D R HORTON INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $69.25 Unrealized +29.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $18 Shares 40 Est. Cost $371.45 Unrealized +13.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $18 Shares 206 Est. Cost $71.62 Unrealized +5.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 169 Est. Cost $54.76 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $18 Shares 151 Est. Cost $108.63 Unrealized -1.2%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $18 Shares 226 Est. Cost $41.10 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $18 Shares 181 Est. Cost $64.98 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $17 Shares 488 Est. Cost $23.72 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $17 Shares 108 Est. Cost $146.86 Unrealized -2.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $16 Shares 256 Est. Cost $35.93 Unrealized +52.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $16 Shares 70 Est. Cost $181.01 Unrealized +13.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $15 Shares 31 Est. Cost $483.87 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $15 Shares 270 Est. Cost $55.56 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $15 Shares 246 Est. Cost $38.04 Unrealized +41.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 400 Est. Cost $30.00 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $217.54 Unrealized +14.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $14 Shares 101 Est. Cost $42.31 Unrealized +188.7%
DOW DOW INC 0.0%
Value ($000) $14 Shares 219 Est. Cost $45.46 Unrealized +12.3%
BARRICK GOLD CORP 0.0%
Value ($000) $14 Shares 690 Est. Cost $21.09 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $14 Shares 139 Est. Cost $52.24 Unrealized
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $14 Shares 420 Est. Cost $32.49 Unrealized
DISH NETWORK CORPORATION 0.0%
Value ($000) $13 Shares 300 Est. Cost $20.00 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $13 Shares 202 Est. Cost $31.36 Unrealized +82.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $13 Shares 56 Est. Cost $71.83 Unrealized +191.4%
CRM SALESFORCE COM INC 0.0%
Value ($000) $13 Shares 55 Est. Cost $219.95 Unrealized +3.5%
CMRE COSTAMARE INC 0.0%
Value ($000) $12 Shares 1,038 Est. Cost $7.91 Unrealized +16.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $12 Shares 8 Est. Cost $1696.72 Unrealized -13.5%
JPUS J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $12 Shares 126 Est. Cost $70.49 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $12 Shares 181 Est. Cost $44.20 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $12 Shares 120 Est. Cost $87.05 Unrealized +3.8%
XSOE WISDOMTREE TR 0.0%
Value ($000) $11 Shares 265 Est. Cost $42.18 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $11 Shares 402 Est. Cost $11.15 Unrealized +117.3%
IHI ISHARES TR 0.0%
Value ($000) $11 Shares 29 Est. Cost $275.86 Unrealized
CWH CAMPING WORLD HLDGS INC 0.0%
Value ($000) $11 Shares 277 Est. Cost $27.76 Unrealized +17.3%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $10 Shares 364 Est. Cost $12.23 Unrealized +98.4%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $10 Shares 339 Est. Cost $24.38 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $10 Shares 227 Est. Cost $44.05 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $10 Shares 210 Est. Cost $39.02 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $10 Shares 300 Est. Cost $24.44 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $9 Shares 103 Est. Cost $51.52 Unrealized +76.8%
APTIV PLC 0.0%
Value ($000) $9 Shares 55 Est. Cost $163.64 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $9 Shares 40 Est. Cost $174.22 Unrealized +21.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $9 Shares 6 Est. Cost $28.92 Unrealized -1.3%
ADNT ADIENT PLC 0.0%
Value ($000) $9 Shares 190 Est. Cost $79.56 Unrealized -41.2%
TOTALENERGIES SE 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.00 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $9 Shares 608 Est. Cost $12.74 Unrealized -3.6%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $9 Shares 200 Est. Cost $39.04 Unrealized +15.4%
UNP UNION PAC CORP 0.0%
Value ($000) $9 Shares 40 Est. Cost $126.42 Unrealized +58.5%
REET ISHARES TR 0.0%
Value ($000) $8 Shares 302 Est. Cost $27.59 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $8 Shares 101 Est. Cost $60.19 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $8 Shares 275 Est. Cost $26.93 Unrealized 0.0%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 139 Est. Cost $57.55 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 143 Est. Cost $47.96 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 79 Est. Cost $24.16 Unrealized +90.2%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $217.42 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $7 Shares 404 Est. Cost $32.18 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 51 Est. Cost $137.25 Unrealized
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $7 Shares 886 Est. Cost $7.90 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 83 Est. Cost $84.34 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $7 Shares 104 Est. Cost $46.24 Unrealized +12.1%
MARATHON OIL CORP 0.0%
Value ($000) $7 Shares 542 Est. Cost $3.69 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $7 Shares 207 Est. Cost $62.78 Unrealized -53.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 273 Est. Cost $27.74 Unrealized +0.9%
CRNC CERENCE INC 0.0%
Value ($000) $6 Shares 59 Est. Cost $16.42 Unrealized +499.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $6 Shares 20 Est. Cost $206.92 Unrealized +35.0%
XPERI HOLDING CORP 0.0%
Value ($000) $6 Shares 276 Est. Cost $14.65 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 19 Est. Cost $210.53 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $6 Shares 244 Est. Cost $20.49 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $6 Shares 16 Est. Cost $375.00 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $6 Shares 100 Est. Cost $40.88 Unrealized +25.6%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $104.11 Unrealized +84.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 61 Est. Cost $75.46 Unrealized +11.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 201 Est. Cost $28.58 Unrealized -29.1%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $31.43 Unrealized +285.6%
EPR EPR PPTYS 0.0%
Value ($000) $5 Shares 91 Est. Cost $54.95 Unrealized
E ENI S P A 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
DRAFTKINGS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
DE DEERE & CO 0.0%
Value ($000) $5 Shares 15 Est. Cost $131.78 Unrealized +160.2%
CI CIGNA CORP NEW 0.0%
Value ($000) $5 Shares 23 Est. Cost $190.77 Unrealized +20.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $5 Shares 105 Est. Cost $49.78 Unrealized -10.7%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 131 Est. Cost $38.17 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $5 Shares 14 Est. Cost $136.13 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5 Shares 26 Est. Cost $192.31 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $5 Shares 352 Est. Cost $6.66 Unrealized +51.5%
VIACOMCBS INC 0.0%
Value ($000) $5 Shares 102 Est. Cost $49.02 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $4 Shares 61 Est. Cost $59.14 Unrealized +10.2%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $4 Shares 50 Est. Cost $44.00 Unrealized
SIVR ABERDEEN STD SILVER ETF TR 0.0%
Value ($000) $4 Shares 162 Est. Cost $12.35 Unrealized
PACWEST BANCORP DEL 0.0%
Value ($000) $4 Shares 93 Est. Cost $43.01 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 86 Est. Cost $46.51 Unrealized
GRACELL BIOTECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.02 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $117.71 Unrealized +63.3%
INDA ISHARES TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $4 Shares 10 Est. Cost $339.57 Unrealized +6.7%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $4 Shares 100 Est. Cost $19.81 Unrealized +108.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $4 Shares 15 Est. Cost $142.35 Unrealized +75.8%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ACES ALPS ETF TR 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
WAB WABTEC 0.0%
Value ($000) $3 Shares 34 Est. Cost $69.17 Unrealized +14.3%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $21.93 Unrealized +182.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.09 Unrealized +39.8%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $13.13 Unrealized +70.7%
NTGR NETGEAR INC 0.0%
Value ($000) $3 Shares 66 Est. Cost $38.78 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 205 Est. Cost $10.83 Unrealized +13.2%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $3 Shares 91 Est. Cost $32.97 Unrealized
INFINERA CORP 0.0%
Value ($000) $3 Shares 266 Est. Cost $11.28 Unrealized
DRVN DRIVEN BRANDS HLDGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.40 Unrealized -0.8%
BARCLAYS BANK PLC 0.0%
Value ($000) $3 Shares 160 Est. Cost $18.75 Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $3 Shares 205 Est. Cost $14.99 Unrealized
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $12.38 Unrealized +82.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 40 Est. Cost $17.13 Unrealized +145.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 10 Est. Cost $126.52 Unrealized +24.4%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.00 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value ($000) $2 Shares 230 Est. Cost $7.81 Unrealized +0.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $2 Shares 25 Est. Cost $50.64 Unrealized +38.8%
PI IMPINJ INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $58.89 Unrealized -12.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $86.40 Unrealized +30.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 38 Est. Cost $39.65 Unrealized -14.7%
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 32 Est. Cost $24.87 Unrealized +62.7%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 126 Est. Cost $13.26 Unrealized -10.5%
TENNECO INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $55.00 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $47.48 Unrealized +51.0%
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $204.69 Unrealized +3.8%
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $34.95 Unrealized +40.3%
EQUITY COMWLTH 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $27.24 Unrealized +12.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $22.57 Unrealized +34.1%
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 132 Est. Cost $6.52 Unrealized 0.0%
MFIC APOLLO INVT CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.39 Unrealized +11.3%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.15 Unrealized +10.6%
EEM ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $110.09 Unrealized +26.3%
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.48 Unrealized +49.7%
SNY SANOFI 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
WELLS FARGO ADV MULTI SCTR I 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.49 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.37 Unrealized +15.8%
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PRTA PROTHENA CORP PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.20 Unrealized 0.0%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $44.33 Unrealized 0.0%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.18 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.74 Unrealized +240.2%
CHRS COHERUS BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.16 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.55 Unrealized +54.7%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.63 Unrealized +21.6%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $13.59 Unrealized 0.0%
BANF BANCFIRST CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.39 Unrealized +78.7%
ALKS ALKERMES PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $29.15 Unrealized -23.7%
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $42.79 Unrealized +19.7%