Wellington Shields Capital Management, LLC Diversified Active

CIK: 0001506071 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $827,185 (100.0% shares, 0.0% debt)

Holdings (289)

FLO FLOWERS FOODS INC 19.2%
Value ($000) $158,751 Shares 6,559,943 Est. Cost $13.90 Unrealized +42.7%
MSFT MICROSOFT CORPORATION 4.5%
Value ($000) $37,215 Shares 137,375 Est. Cost $162.77 Unrealized +50.4%
AAPL APPLE INC 3.4%
Value ($000) $28,303 Shares 206,652 Est. Cost $83.37 Unrealized +51.7%
PSNL PERSONALIS, INC 2.8%
Value ($000) $23,025 Shares 910,085 Est. Cost $18.70 Unrealized +22.4%
AMZN AMAZON.COM INC 2.4%
Value ($000) $20,166 Shares 5,862 Est. Cost $67.12 Unrealized +147.6%
ILMN ILLUMINA INC 2.1%
Value ($000) $17,356 Shares 36,678 Est. Cost $235.13 Unrealized +71.3%
GOOG ALPHABET INC-CL C 2.0%
Value ($000) $16,928 Shares 6,754 Est. Cost $39.13 Unrealized +202.3%
GOOGL ALPHABET INC (A) 1.8%
Value ($000) $15,271 Shares 6,254 Est. Cost $41.90 Unrealized +176.7%
MA MASTERCARD INC 1.8%
Value ($000) $15,261 Shares 41,802 Est. Cost $100.45 Unrealized +260.7%
BX BLACKSTONE GROUP INC. 1.7%
Value ($000) $13,862 Shares 142,706 Est. Cost $41.06 Unrealized +85.7%
EW EDWARDS LIFESCIENCES CORP. 1.6%
Value ($000) $13,465 Shares 130,005 Est. Cost $58.61 Unrealized +60.8%
JPM JP MORGAN CHASE & CO 1.4%
Value ($000) $11,451 Shares 73,623 Est. Cost $64.07 Unrealized +118.1%
BLACKROCK INC 1.2%
Value ($000) $9,662 Shares 11,043 Est. Cost $461.35 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $9,508 Shares 57,715 Est. Cost $122.56 Unrealized +18.2%
TMO THERMO FISHER SCIENTIFIC 1.1%
Value ($000) $9,435 Shares 18,702 Est. Cost $222.75 Unrealized +109.2%
META FACEBOOK INC 1.1%
Value ($000) $8,906 Shares 25,613 Est. Cost $111.99 Unrealized +184.5%
ZTS ZOETIS INC 1.0%
Value ($000) $8,468 Shares 45,440 Est. Cost $97.09 Unrealized +71.5%
SHOP SHOPIFY INC 1.0%
Value ($000) $8,203 Shares 5,615 Est. Cost $18.37 Unrealized +570.9%
TGT TARGET CORP 1.0%
Value ($000) $7,862 Shares 32,523 Est. Cost $84.19 Unrealized +127.5%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $7,300 Shares 115,725 Est. Cost $52.83 Unrealized -5.3%
FIS FIDELITY NATIONAL INFORMATION 0.8%
Value ($000) $6,968 Shares 49,188 Est. Cost $118.01 Unrealized +13.0%
BABA ALIBABA GROUP HOLDING LTD 0.8%
Value ($000) $6,946 Shares 30,628 Est. Cost $179.35 Unrealized
CRM SALESFORCE.COM 0.8%
Value ($000) $6,806 Shares 27,861 Est. Cost $129.52 Unrealized +75.8%
ACN ACCENTURE LTD 0.8%
Value ($000) $6,352 Shares 21,546 Est. Cost $118.46 Unrealized +126.4%
AMD ADVANCED MICRO DEVICES 0.8%
Value ($000) $6,282 Shares 66,881 Est. Cost $43.82 Unrealized +84.4%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $6,147 Shares 109,710 Est. Cost $32.53 Unrealized +33.5%
ITW ILLINOIS TOOL WORKS 0.7%
Value ($000) $5,990 Shares 26,795 Est. Cost $202.95 Unrealized +1.0%
PIONEER NATURAL RESOURCES 0.6%
Value ($000) $5,348 Shares 32,905 Est. Cost $158.81 Unrealized
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $5,152 Shares 23,486 Est. Cost $137.77 Unrealized +39.5%
BE BLOOM EMERGY CORP 0.6%
Value ($000) $4,992 Shares 185,782 Est. Cost $16.33 Unrealized +48.6%
DIS WALT DISNEY CO/THE 0.6%
Value ($000) $4,906 Shares 27,909 Est. Cost $97.87 Unrealized +79.5%
PG PROCTER & GAMBLE COMPANY 0.6%
Value ($000) $4,863 Shares 36,040 Est. Cost $60.33 Unrealized +100.1%
LMT LOCKHEED MARTIN 0.6%
Value ($000) $4,758 Shares 12,576 Est. Cost $150.07 Unrealized +125.6%
ADBE ADOBE SYSTEMS 0.6%
Value ($000) $4,752 Shares 8,114 Est. Cost $286.80 Unrealized +79.7%
IBB ISHARES NASDAQ BIOTECH 0.6%
Value ($000) $4,651 Shares 28,420 Est. Cost $139.73 Unrealized
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $4,610 Shares 15,816 Est. Cost $146.26 Unrealized +80.2%
HD HOME DEPOT INC 0.5%
Value ($000) $4,527 Shares 14,197 Est. Cost $122.50 Unrealized +131.7%
DUCKHORN PORTFOLIO INC 0.5%
Value ($000) $4,203 Shares 190,521 Est. Cost $22.06 Unrealized
WPC W.P. CAREY INC. 0.5%
Value ($000) $4,076 Shares 54,622 Est. Cost $65.65 Unrealized
APPHARVEST INC 0.5%
Value ($000) $4,045 Shares 252,804 Est. Cost $18.20 Unrealized
SEDG SOLAREDGE TECHNOLOGIES, INC. 0.5%
Value ($000) $3,920 Shares 14,185 Est. Cost $116.93 Unrealized +115.4%
PEP PEPSICO INC 0.5%
Value ($000) $3,900 Shares 26,324 Est. Cost $97.20 Unrealized +29.8%
RPRX ROYALTY PHARMA PLC 0.5%
Value ($000) $3,756 Shares 91,640 Est. Cost $42.43 Unrealized +0.3%
ABBV ABBVIE INC. 0.5%
Value ($000) $3,756 Shares 33,343 Est. Cost $75.44 Unrealized +25.6%
TXN TEXAS INSTRUMENTS 0.4%
Value ($000) $3,694 Shares 19,210 Est. Cost $78.48 Unrealized +109.2%
CASI PHARMACEUTICALS INC 0.4%
Value ($000) $3,500 Shares 2,258,264 Est. Cost $2.78 Unrealized
CVX CHEVRON CORPORATION 0.4%
Value ($000) $3,493 Shares 33,353 Est. Cost $76.91 Unrealized +13.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $3,464 Shares 40,609 Est. Cost $55.34 Unrealized +36.8%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $3,312 Shares 28,572 Est. Cost $31.42 Unrealized +241.4%
CG CARLYLE GROUP INC 0.4%
Value ($000) $3,279 Shares 70,538 Est. Cost $23.12 Unrealized +57.7%
UNP UNION PACIFIC 0.4%
Value ($000) $3,273 Shares 14,882 Est. Cost $80.24 Unrealized +149.7%
FCX FREEPORT MCMORAN INC 0.4%
Value ($000) $3,114 Shares 83,905 Est. Cost $30.52 Unrealized +19.7%
KO COCA COLA 0.4%
Value ($000) $3,103 Shares 57,341 Est. Cost $34.88 Unrealized +35.5%
PFE PFIZER INC 0.4%
Value ($000) $3,082 Shares 78,692 Est. Cost $19.24 Unrealized +61.1%
FBIN FORTUNE BRANDS HOME & SECURITY 0.4%
Value ($000) $3,070 Shares 30,825 Est. Cost $39.69 Unrealized +104.9%
SPG SIMON PROPERTY GROUP INC REIT 0.4%
Value ($000) $3,054 Shares 23,405 Est. Cost $80.42 Unrealized +19.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $3,053 Shares 18,477 Est. Cost $88.81 Unrealized +66.5%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $3,028 Shares 18,282 Est. Cost $160.49 Unrealized
T AT&T INC 0.4%
Value ($000) $2,969 Shares 103,179 Est. Cost $13.43 Unrealized +26.5%
SNA SNAP ON INC. 0.4%
Value ($000) $2,947 Shares 13,190 Est. Cost $66.38 Unrealized +219.8%
SCL STEPAN CO. 0.4%
Value ($000) $2,947 Shares 24,500 Est. Cost $56.48 Unrealized +131.8%
CI CIGNA CORP 0.4%
Value ($000) $2,941 Shares 12,404 Est. Cost $158.25 Unrealized +45.2%
COF CAPITAL ONE FINANCIAL 0.3%
Value ($000) $2,894 Shares 18,705 Est. Cost $63.18 Unrealized +119.3%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $2,887 Shares 19,692 Est. Cost $105.19 Unrealized +7.8%
SII SPROTT INC NEW 0.3%
Value ($000) $2,817 Shares 71,620 Est. Cost $23.41 Unrealized +64.5%
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $2,800 Shares 33,553 Est. Cost $51.53 Unrealized +36.8%
WYNN WYNN RESORTS LTD 0.3%
Value ($000) $2,757 Shares 22,543 Est. Cost $94.13 Unrealized +31.5%
C CITIGROUP INC 0.3%
Value ($000) $2,745 Shares 38,800 Est. Cost $47.15 Unrealized +33.0%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $2,727 Shares 61,875 Est. Cost $26.00 Unrealized +62.4%
CSX CSX CORP 0.3%
Value ($000) $2,651 Shares 82,650 Est. Cost $24.64 Unrealized +25.6%
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $2,646 Shares 6,607 Est. Cost $165.79 Unrealized +122.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,597 Shares 7,000 Est. Cost $24.26 Unrealized +144.2%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $2,558 Shares 11,833 Est. Cost $175.59 Unrealized +11.4%
CMCSA COMCAST CORP 0.3%
Value ($000) $2,414 Shares 42,331 Est. Cost $29.20 Unrealized +68.0%
PAVE GLOBAL X FDS ETF US INFRASTRUC 0.3%
Value ($000) $2,402 Shares 93,300 Est. Cost $25.06 Unrealized
BKNG BOOKING HLDGS INC 0.3%
Value ($000) $2,387 Shares 1,091 Est. Cost $1748.57 Unrealized +31.3%
DE DEERE & CO. 0.3%
Value ($000) $2,359 Shares 6,688 Est. Cost $129.50 Unrealized +164.7%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $2,336 Shares 34,958 Est. Cost $37.42 Unrealized +44.0%
INTERPUBLIC GROUP 0.3%
Value ($000) $2,313 Shares 71,190 Est. Cost $26.88 Unrealized 0.0%
MMM 3M CO 0.3%
Value ($000) $2,245 Shares 11,300 Est. Cost $122.18 Unrealized +14.9%
BA BOEING CO 0.3%
Value ($000) $2,126 Shares 8,875 Est. Cost $210.76 Unrealized +14.7%
XPO XPO LOGISTICS INC 0.3%
Value ($000) $2,123 Shares 15,175 Est. Cost $26.78 Unrealized +82.4%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $2,047 Shares 14,992 Est. Cost $106.41 Unrealized +30.7%
PM PHILIP MORRIS INTERNAT 0.2%
Value ($000) $2,028 Shares 20,466 Est. Cost $56.10 Unrealized +36.2%
CFG CITIZENS FINANCIAL GROUP INC 0.2%
Value ($000) $2,018 Shares 44,000 Est. Cost $24.20 Unrealized +60.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $1,952 Shares 57,450 Est. Cost $33.32 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $1,928 Shares 79,600 Est. Cost $22.70 Unrealized
SMH VANECK VECTORS TR ETF 0.2%
Value ($000) $1,924 Shares 7,335 Est. Cost $172.69 Unrealized
MRK MERCK & CO 0.2%
Value ($000) $1,901 Shares 24,438 Est. Cost $62.34 Unrealized +2.9%
SYY SYSCO CORP 0.2%
Value ($000) $1,874 Shares 24,100 Est. Cost $45.19 Unrealized +57.8%
LINDE PLC 0.2%
Value ($000) $1,872 Shares 6,475 Est. Cost $246.09 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1,860 Shares 10,100 Est. Cost $129.28 Unrealized +30.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,846 Shares 5,080 Est. Cost $160.72 Unrealized +107.7%
MINT PIMCO ENHANCED S-T ETF 0.2%
Value ($000) $1,828 Shares 17,930 Est. Cost $101.68 Unrealized
EFX EQUIFAX INC 0.2%
Value ($000) $1,813 Shares 7,571 Est. Cost $79.64 Unrealized +171.5%
V VISA INC 0.2%
Value ($000) $1,783 Shares 7,625 Est. Cost $101.61 Unrealized +117.5%
AMGN AMGEN 0.2%
Value ($000) $1,779 Shares 7,300 Est. Cost $203.98 Unrealized +4.2%
XHB SPDR SER TR S&P HOMEBLDRS 0.2%
Value ($000) $1,778 Shares 24,280 Est. Cost $53.89 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,723 Shares 23,514 Est. Cost $55.43 Unrealized +20.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,667 Shares 7,265 Est. Cost $75.71 Unrealized +153.5%
INTC INTEL CORP 0.2%
Value ($000) $1,659 Shares 29,545 Est. Cost $32.35 Unrealized +65.6%
MDLZ MONDELEZ INTERNATIONAL 0.2%
Value ($000) $1,648 Shares 26,401 Est. Cost $39.04 Unrealized +39.9%
NEW ORIENTAL EDUCATION 0.2%
Value ($000) $1,622 Shares 198,000 Est. Cost $23.73 Unrealized
ROYAL DUTCH SHELL PLC CL A 0.2%
Value ($000) $1,610 Shares 39,850 Est. Cost $60.14 Unrealized
BDX BECTON DICKINSON 0.2%
Value ($000) $1,527 Shares 6,281 Est. Cost $105.99 Unrealized +109.6%
GLW CORNING INC 0.2%
Value ($000) $1,476 Shares 36,100 Est. Cost $21.49 Unrealized +78.2%
PSN PARSONS CORP 0.2%
Value ($000) $1,472 Shares 37,400 Est. Cost $36.78 Unrealized +11.8%
DVN DEVON ENERGY 0.2%
Value ($000) $1,458 Shares 49,949 Est. Cost $20.25 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,430 Shares 5,000 Est. Cost $92.94 Unrealized +168.1%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,428 Shares 106,082 Est. Cost $21.95 Unrealized
PWR QUANTA SERVICES 0.2%
Value ($000) $1,368 Shares 15,100 Est. Cost $31.09 Unrealized +199.6%
CL COLGATE PALMOLIVE 0.2%
Value ($000) $1,347 Shares 16,553 Est. Cost $71.74 Unrealized +2.3%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.2%
Value ($000) $1,345 Shares 42,185 Est. Cost $30.99 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE 0.2%
Value ($000) $1,305 Shares 15,775 Est. Cost $79.66 Unrealized
LOW LOWES COMPANIES 0.2%
Value ($000) $1,303 Shares 6,716 Est. Cost $92.21 Unrealized +94.7%
CMI CUMMINS INC 0.2%
Value ($000) $1,297 Shares 5,320 Est. Cost $204.39 Unrealized +11.7%
CAT CATERPILLAR 0.2%
Value ($000) $1,295 Shares 5,950 Est. Cost $99.09 Unrealized +113.8%
URA GLOBAL X URANIUM ETF 0.2%
Value ($000) $1,285 Shares 60,630 Est. Cost $18.83 Unrealized
DOW DOW INC 0.2%
Value ($000) $1,272 Shares 20,097 Est. Cost $36.14 Unrealized +41.3%
XLB SECTOR SPDR MATERIALS 0.2%
Value ($000) $1,247 Shares 15,150 Est. Cost $63.65 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $1,236 Shares 3,875 Est. Cost $210.00 Unrealized +48.9%
SMG SCOTTS MIRACLE-GRO 0.1%
Value ($000) $1,199 Shares 6,250 Est. Cost $67.06 Unrealized +174.8%
SPDR S&P OIL & GAS ETF 0.1%
Value ($000) $1,183 Shares 12,230 Est. Cost $96.73 Unrealized
MCHP MICROCHIP TECH 0.1%
Value ($000) $1,164 Shares 7,771 Est. Cost $43.64 Unrealized +58.4%
BIIB BIOGEN INC 0.1%
Value ($000) $1,144 Shares 3,304 Est. Cost $213.68 Unrealized +41.8%
RVTY PERKINELMER INC 0.1%
Value ($000) $1,127 Shares 7,300 Est. Cost $86.20 Unrealized +61.3%
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.1%
Value ($000) $1,126 Shares 6,015 Est. Cost $106.28 Unrealized +70.9%
WY WEYERHAEUSER CO 0.1%
Value ($000) $1,125 Shares 32,670 Est. Cost $19.69 Unrealized +55.0%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value ($000) $1,123 Shares 66,902 Est. Cost $18.35 Unrealized +5.6%
UEIC UNIVERSAL ELECTRONICS 0.1%
Value ($000) $1,123 Shares 23,153 Est. Cost $42.51 Unrealized +22.1%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,071 Shares 25,970 Est. Cost $22.78 Unrealized +60.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,066 Shares 17,502 Est. Cost $31.52 Unrealized +49.7%
ENB ENBRIDGE INC 0.1%
Value ($000) $1,064 Shares 26,575 Est. Cost $20.34 Unrealized +40.8%
YUM YUM BRANDS 0.1%
Value ($000) $1,062 Shares 9,233 Est. Cost $48.23 Unrealized +124.1%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $1,059 Shares 13,150 Est. Cost $45.73 Unrealized +65.5%
DHI D R HORTON INC. 0.1%
Value ($000) $1,053 Shares 11,649 Est. Cost $69.67 Unrealized +28.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,044 Shares 8,412 Est. Cost $77.30 Unrealized +41.7%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1,024 Shares 11,512 Est. Cost $47.29 Unrealized +70.5%
PLD PROLOGIS INC 0.1%
Value ($000) $1,020 Shares 8,535 Est. Cost $50.78 Unrealized +101.5%
NVDA NVIDIA 0.1%
Value ($000) $1,020 Shares 1,275 Est. Cost $13.37 Unrealized +19.6%
ABBNY ABB LIMITED SPONS ADR 0.1%
Value ($000) $1,016 Shares 29,900 Est. Cost $27.96 Unrealized
WMT WAL-MART STORES 0.1%
Value ($000) $1,011 Shares 7,170 Est. Cost $43.77 Unrealized +0.1%
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,011 Shares 6,000 Est. Cost $64.70 Unrealized +135.8%
AVGO BROADCOM LIMITED 0.1%
Value ($000) $1,010 Shares 2,118 Est. Cost $22.47 Unrealized +87.1%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $999 Shares 7,019 Est. Cost $35.23 Unrealized +265.6%
DD DUPONT DE NEMOURS 0.1%
Value ($000) $989 Shares 12,770 Est. Cost $20.89 Unrealized +46.4%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $971 Shares 38,060 Est. Cost $10.56 Unrealized +91.5%
KHC THE KRAFT HEINZ COMPANY 0.1%
Value ($000) $964 Shares 23,637 Est. Cost $33.91 Unrealized -0.3%
JEF JEFFERIES FINANCIAL GROUP 0.1%
Value ($000) $958 Shares 28,000 Est. Cost $16.63 Unrealized +58.6%
NKE NIKE 0.1%
Value ($000) $933 Shares 6,039 Est. Cost $76.43 Unrealized +64.4%
FNF FNF GROUP 0.1%
Value ($000) $920 Shares 21,175 Est. Cost $27.08 Unrealized +29.2%
SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $909 Shares 10,500 Est. Cost $49.99 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $903 Shares 6,095 Est. Cost $88.39 Unrealized +51.5%
GDXJ VANECK VECTORS JUNIOR GOLD MIN 0.1%
Value ($000) $893 Shares 19,100 Est. Cost $46.35 Unrealized
CB CHUBB CORP. 0.1%
Value ($000) $892 Shares 5,612 Est. Cost $104.53 Unrealized +48.5%
FDX FEDEX CORP 0.1%
Value ($000) $888 Shares 2,975 Est. Cost $207.82 Unrealized +30.1%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $880 Shares 1,295 Est. Cost $107.55 Unrealized +101.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $870 Shares 3,767 Est. Cost $186.59 Unrealized +12.2%
SSYS STRATASYS LTD 0.1%
Value ($000) $853 Shares 33,000 Est. Cost $21.29 Unrealized +6.9%
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $846 Shares 8,790 Est. Cost $48.42 Unrealized +76.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $839 Shares 17,595 Est. Cost $29.93 Unrealized +13.5%
BRK/A BERKSHIRE HATHAWAY 'A' 0.1%
Value ($000) $837 Shares 2 Est. Cost $165023.42 Unrealized +154.7%
ETR ENTERGY CORP. NEW 0.1%
Value ($000) $818 Shares 8,200 Est. Cost $40.63 Unrealized +9.6%
SBUX STARBUCKS 0.1%
Value ($000) $784 Shares 7,016 Est. Cost $64.49 Unrealized +57.6%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $765 Shares 14,535 Est. Cost $65.44 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $758 Shares 41,569 Est. Cost $14.40 Unrealized -4.7%
OC OWENS CORNING INC. 0.1%
Value ($000) $754 Shares 7,700 Est. Cost $46.20 Unrealized +116.2%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $753 Shares 17,600 Est. Cost $37.62 Unrealized +11.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $749 Shares 23,407 Est. Cost $48.21 Unrealized -42.4%
CDW CDW CORPORATION 0.1%
Value ($000) $742 Shares 4,250 Est. Cost $68.51 Unrealized +137.7%
QQQ INVESCO QQQ TR ETF 0.1%
Value ($000) $740 Shares 2,088 Est. Cost $186.25 Unrealized
SVB FINANCIAL GROUP 0.1%
Value ($000) $726 Shares 1,305 Est. Cost $461.54 Unrealized
CSCO CISCO SYSTEMS 0.1%
Value ($000) $725 Shares 13,671 Est. Cost $30.90 Unrealized +48.3%
ASML ASML HOLDINGS NV 0.1%
Value ($000) $725 Shares 1,050 Est. Cost $475.87 Unrealized
WST WEST PHARMACEUTICALS SVCS INC 0.1%
Value ($000) $718 Shares 2,000 Est. Cost $102.01 Unrealized +220.2%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $713 Shares 17,350 Est. Cost $34.87 Unrealized +19.2%
AVALARA INC 0.1%
Value ($000) $690 Shares 4,265 Est. Cost $134.09 Unrealized
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $665 Shares 2,746 Est. Cost $101.80 Unrealized +126.8%
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.1%
Value ($000) $662 Shares 2,381 Est. Cost $194.08 Unrealized +44.0%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $661 Shares 3,326 Est. Cost $126.04 Unrealized +39.8%
CIBR FIRST TRUST NASDAQ CYBER SECUR 0.1%
Value ($000) $659 Shares 14,100 Est. Cost $46.74 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $651 Shares 2,840 Est. Cost $210.91 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $640 Shares 4,275 Est. Cost $65.14 Unrealized +116.9%
APTIV PLC 0.1%
Value ($000) $637 Shares 4,050 Est. Cost $137.90 Unrealized
RGEN REPLIGEN CORP 0.1%
Value ($000) $629 Shares 3,150 Est. Cost $146.88 Unrealized +32.1%
CCI CROWN CASTLE INTERNATIONAL COR 0.1%
Value ($000) $623 Shares 3,192 Est. Cost $105.14 Unrealized +42.7%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.1%
Value ($000) $605 Shares 4,016 Est. Cost $112.69 Unrealized
PUREFUNDS ISE CYBER SECURITY E 0.1%
Value ($000) $603 Shares 9,950 Est. Cost $34.90 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $595 Shares 16,350 Est. Cost $28.50 Unrealized +6.2%
CORESITE REALTY CORP 0.1%
Value ($000) $592 Shares 4,400 Est. Cost $117.41 Unrealized
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $589 Shares 4,060 Est. Cost $115.80 Unrealized +19.8%
GD GENERAL DYNAMICS 0.1%
Value ($000) $580 Shares 3,081 Est. Cost $103.69 Unrealized +64.8%
ALLE ALLEGION PLC 0.1%
Value ($000) $576 Shares 4,132 Est. Cost $101.61 Unrealized +26.5%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $570 Shares 8,600 Est. Cost $26.68 Unrealized +139.0%
ANSYS INC 0.1%
Value ($000) $555 Shares 1,600 Est. Cost $257.32 Unrealized
RPM RPM INTERNATIONAL INC. 0.1%
Value ($000) $539 Shares 6,076 Est. Cost $45.14 Unrealized +106.1%
DHR DANAHER CORP 0.1%
Value ($000) $537 Shares 2,001 Est. Cost $196.00 Unrealized +10.8%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $537 Shares 7,294 Est. Cost $47.18 Unrealized +32.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $534 Shares 3,734 Est. Cost $79.14 Unrealized +54.4%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $513 Shares 6,064 Est. Cost $36.11 Unrealized +101.4%
RITM NEW RESIDENTIAL INVESTMENT COR 0.1%
Value ($000) $509 Shares 48,050 Est. Cost $14.71 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $508 Shares 6,050 Est. Cost $77.69 Unrealized
THOMSON REUTERS CORP NEW 0.1%
Value ($000) $496 Shares 4,993 Est. Cost $48.27 Unrealized
AVNT AVIENT CORPORATION 0.1%
Value ($000) $484 Shares 9,846 Est. Cost $22.84 Unrealized +97.2%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $482 Shares 2,983 Est. Cost $44.89 Unrealized +229.2%
STE STERIS CORP 0.1%
Value ($000) $464 Shares 2,250 Est. Cost $125.82 Unrealized +53.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $450 Shares 8,982 Est. Cost $52.23 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $447 Shares 2,329 Est. Cost $156.58 Unrealized 0.0%
FCN FTI CONSULTING INC 0.1%
Value ($000) $444 Shares 3,250 Est. Cost $113.65 Unrealized +23.8%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $443 Shares 1,633 Est. Cost $134.70 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $441 Shares 9,028 Est. Cost $41.17 Unrealized +18.6%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $435 Shares 8,500 Est. Cost $32.67 Unrealized +34.2%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $435 Shares 3,250 Est. Cost $79.79 Unrealized +40.9%
FHN FIRST HORIZON NATIONAL CORP 0.1%
Value ($000) $432 Shares 25,000 Est. Cost $9.56 Unrealized +61.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $425 Shares 992 Est. Cost $245.36 Unrealized
2U INC 0.1%
Value ($000) $415 Shares 9,960 Est. Cost $37.96 Unrealized
ADI ANALOG DEVICES 0.0%
Value ($000) $413 Shares 2,400 Est. Cost $68.91 Unrealized +114.3%
SAIC SCIENCE APPLICATIONS INTERNATI 0.0%
Value ($000) $412 Shares 4,700 Est. Cost $78.76 Unrealized +13.4%
XLV SECTOR SPDR HEALTHCARE 0.0%
Value ($000) $405 Shares 3,215 Est. Cost $99.24 Unrealized
ICE INTERCONTINENTAL EXCHANGE, INC 0.0%
Value ($000) $404 Shares 3,400 Est. Cost $69.95 Unrealized +54.9%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $402 Shares 7,250 Est. Cost $40.80 Unrealized +15.3%
SHM SPDR NUVEEN BARCLAYS SH TR MUN 0.0%
Value ($000) $396 Shares 8,000 Est. Cost $48.00 Unrealized
CSGP COSTAR GROUP INC. 0.0%
Value ($000) $393 Shares 4,750 Est. Cost $81.94 Unrealized +5.5%
IDA IDACORP 0.0%
Value ($000) $390 Shares 4,000 Est. Cost $51.10 Unrealized +96.2%
DIDIY DIDI GLOBAL INC ADS 0.0%
Value ($000) $389 Shares 27,525 Est. Cost $14.13 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $383 Shares 725 Est. Cost $50.70 Unrealized +0.8%
CTVA CORTEVA 0.0%
Value ($000) $381 Shares 8,593 Est. Cost $33.76 Unrealized +30.0%
INGR INGREDION INC 0.0%
Value ($000) $376 Shares 4,160 Est. Cost $67.46 Unrealized +38.4%
NSRGY NESTLE SA SPON ADR REPSTG REG 0.0%
Value ($000) $374 Shares 3,000 Est. Cost $117.88 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.0%
Value ($000) $373 Shares 3,000 Est. Cost $136.88 Unrealized -12.8%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $370 Shares 1,777 Est. Cost $117.66 Unrealized +39.5%
EXPE EXPEDIA INC 0.0%
Value ($000) $370 Shares 2,259 Est. Cost $170.17 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $367 Shares 6,710 Est. Cost $35.13 Unrealized +56.7%
ZBRA ZEBRA TECHNOLOGIES 0.0%
Value ($000) $366 Shares 692 Est. Cost $336.52 Unrealized +48.1%
CNC CENTENE CORP 0.0%
Value ($000) $365 Shares 5,000 Est. Cost $61.92 Unrealized +10.6%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $365 Shares 7,501 Est. Cost $33.81 Unrealized +24.1%
TPICQ TPI COMPOSITES, INC. 0.0%
Value ($000) $363 Shares 7,490 Est. Cost $58.20 Unrealized -15.5%
BLDP BALLARD POWER SYSTEMS INC 0.0%
Value ($000) $355 Shares 19,600 Est. Cost $9.99 Unrealized +86.2%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $348 Shares 1,400 Est. Cost $116.82 Unrealized +101.4%
BROOKFIELD INFRASTRUCTURE CORP 0.0%
Value ($000) $347 Shares 4,600 Est. Cost $75.43 Unrealized
AMCOR PLC 0.0%
Value ($000) $344 Shares 30,000 Est. Cost $8.49 Unrealized +15.7%
TATE & LYLE PLC SPONSORED ADR 0.0%
Value ($000) $331 Shares 8,101 Est. Cost $50.05 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $316 Shares 5,150 Est. Cost $35.85 Unrealized +30.1%
CIEN CIENA CORPORATION 0.0%
Value ($000) $313 Shares 5,500 Est. Cost $55.12 Unrealized 0.0%
COHEN & STEERS REIT PREFERRED 0.0%
Value ($000) $297 Shares 10,900 Est. Cost $27.25 Unrealized
WMB WILLIAMS CO 0.0%
Value ($000) $295 Shares 11,100 Est. Cost $20.43 Unrealized 0.0%
WM WASTE MGT. 0.0%
Value ($000) $295 Shares 2,103 Est. Cost $92.14 Unrealized +39.5%
SYK STRYKER CORP 0.0%
Value ($000) $286 Shares 1,100 Est. Cost $183.63 Unrealized +32.6%
MS MORGAN STANLEY & CO 0.0%
Value ($000) $285 Shares 3,107 Est. Cost $66.10 Unrealized +11.5%
ROYAL DUTCH SHELL PLC ADR B 0.0%
Value ($000) $283 Shares 7,286 Est. Cost $36.78 Unrealized
MGA MAGNA INTL CORP 0.0%
Value ($000) $278 Shares 3,000 Est. Cost $50.00 Unrealized +63.5%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $271 Shares 700 Est. Cost $445.83 Unrealized -25.3%
PCEF INVESCO CEF INCOME COMPOSITE E 0.0%
Value ($000) $269 Shares 11,000 Est. Cost $24.45 Unrealized
WUXIF WUXI APPTEC CO 0.0%
Value ($000) $265 Shares 17,640 Est. Cost $9.03 Unrealized -8.5%
VTRS VIATRIS INC 0.0%
Value ($000) $256 Shares 17,923 Est. Cost $13.09 Unrealized -9.3%
LIT GLOBAL X LITHIUM & BATTERY TEC 0.0%
Value ($000) $250 Shares 3,450 Est. Cost $58.55 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $250 Shares 10,800 Est. Cost $14.16 Unrealized +43.7%
DGEAF DIAGEO 0.0%
Value ($000) $250 Shares 5,125 Est. Cost $33.09 Unrealized +27.0%
CHIMERA INVT CORP NEW 0.0%
Value ($000) $249 Shares 16,550 Est. Cost $18.58 Unrealized
ROST ROSS STORES 0.0%
Value ($000) $248 Shares 2,000 Est. Cost $99.15 Unrealized +19.4%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $245 Shares 2,461 Est. Cost $37.55 Unrealized +22.4%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $245 Shares 20,000 Est. Cost $11.25 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $245 Shares 1,600 Est. Cost $125.63 Unrealized +25.7%
XYZ SQUARE INC - A 0.0%
Value ($000) $244 Shares 1,000 Est. Cost $195.07 Unrealized +18.9%
POOL POOL CORPORATION 0.0%
Value ($000) $241 Shares 525 Est. Cost $398.28 Unrealized 0.0%
RHHBY ROCHE 0.0%
Value ($000) $235 Shares 5,000 Est. Cost $40.60 Unrealized
MATX MATSON INC 0.0%
Value ($000) $232 Shares 3,625 Est. Cost $50.80 Unrealized +20.5%
COST COSTCO WHOLESALE 0.0%
Value ($000) $231 Shares 585 Est. Cost $309.06 Unrealized +16.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $229 Shares 1,962 Est. Cost $111.54 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $228 Shares 1,270 Est. Cost $98.68 Unrealized +59.5%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $227 Shares 700 Est. Cost $220.47 Unrealized +38.3%
TWLO TWILIO 0.0%
Value ($000) $225 Shares 570 Est. Cost $347.16 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $223 Shares 1,000 Est. Cost $207.00 Unrealized
MULTIPLAN CORPORATION 0.0%
Value ($000) $219 Shares 23,000 Est. Cost $8.00 Unrealized
LECO LINCOLN ELECTRIC HLDGS 0.0%
Value ($000) $217 Shares 1,650 Est. Cost $119.50 Unrealized +7.2%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $209 Shares 4,000 Est. Cost $51.87 Unrealized 0.0%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $209 Shares 1,042 Est. Cost $200.58 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $206 Shares 5,000 Est. Cost $37.10 Unrealized 0.0%
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $205 Shares 1,100 Est. Cost $33.93 Unrealized 0.0%
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $204 Shares 2,974 Est. Cost $58.93 Unrealized 0.0%
EWJ ISHARES MSCI JAPAN INC 0.0%
Value ($000) $204 Shares 3,020 Est. Cost $61.39 Unrealized
GTLS CHART INDUSTRIES INC 0.0%
Value ($000) $202 Shares 1,380 Est. Cost $146.70 Unrealized 0.0%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $200 Shares 2,100 Est. Cost $84.57 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.0%
Value ($000) $200 Shares 1,155 Est. Cost $161.26 Unrealized
NEM NEWMONT MINING 0.0%
Value ($000) $200 Shares 3,163 Est. Cost $51.34 Unrealized +12.8%
TREVENA INC 0.0%
Value ($000) $27 Shares 16,000 Est. Cost $1.69 Unrealized
ROBEX INC 0.0%
Value ($000) $22 Shares 70,000 Est. Cost $0.37 Unrealized
GNOLF GENOIL INC 0.0%
Value ($000) $0 Shares 54,000 Est. Cost $0.03 Unrealized -79.3%
CROWN LABORATORIES INC 0.0%
Value ($000) $0 Shares 25,000 Est. Cost Unrealized