Wellington Shields Capital Management, LLC Diversified Active

CIK: 0001506071 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value ($000): $732,962 (100.0% shares, 0.0% debt)

Holdings (262)

FLO FLOWERS FOODS INC 21.1%
Value ($000) $155,009 Shares 6,559,820 Est. Cost $13.90 Unrealized +40.8%
MSFT MICROSOFT CORPORATION 4.5%
Value ($000) $32,943 Shares 116,851 Est. Cost $162.77 Unrealized +72.5%
AAPL APPLE INC 3.5%
Value ($000) $25,410 Shares 179,574 Est. Cost $83.37 Unrealized +72.6%
PSNL PERSONALIS, INC 2.4%
Value ($000) $17,524 Shares 910,786 Est. Cost $18.70 Unrealized +11.8%
AMZN AMAZON.COM INC 2.4%
Value ($000) $17,437 Shares 5,308 Est. Cost $67.12 Unrealized +157.0%
GOOG ALPHABET INC-CL C 2.3%
Value ($000) $16,989 Shares 6,374 Est. Cost $39.13 Unrealized +249.7%
BX BLACKSTONE GROUP INC. 2.3%
Value ($000) $16,525 Shares 142,038 Est. Cost $41.06 Unrealized +144.4%
GOOGL ALPHABET INC (A) 2.1%
Value ($000) $15,049 Shares 5,629 Est. Cost $41.90 Unrealized +222.3%
EW EDWARDS LIFESCIENCES CORP. 2.0%
Value ($000) $14,393 Shares 127,133 Est. Cost $58.61 Unrealized +94.7%
ILMN ILLUMINA INC 2.0%
Value ($000) $14,350 Shares 35,379 Est. Cost $235.13 Unrealized +95.6%
MA MASTERCARD INC 1.9%
Value ($000) $14,221 Shares 40,903 Est. Cost $100.45 Unrealized +253.1%
JPM JP MORGAN CHASE & CO 1.6%
Value ($000) $11,796 Shares 72,064 Est. Cost $64.07 Unrealized +119.0%
TMO THERMO FISHER SCIENTIFIC 1.5%
Value ($000) $10,706 Shares 18,738 Est. Cost $222.75 Unrealized +143.5%
BLACKROCK INC 1.2%
Value ($000) $9,094 Shares 10,844 Est. Cost $461.35 Unrealized
ZTS ZOETIS INC 1.2%
Value ($000) $8,822 Shares 45,441 Est. Cost $97.09 Unrealized +99.5%
META FACEBOOK INC 1.2%
Value ($000) $8,736 Shares 25,740 Est. Cost $111.99 Unrealized +219.4%
SHOP SHOPIFY INC 1.0%
Value ($000) $7,613 Shares 5,615 Est. Cost $18.37 Unrealized +715.9%
CRM SALESFORCE.COM 1.0%
Value ($000) $7,538 Shares 27,794 Est. Cost $129.52 Unrealized +93.7%
TGT TARGET CORP 1.0%
Value ($000) $7,412 Shares 32,401 Est. Cost $84.19 Unrealized +161.2%
ACN ACCENTURE LTD 0.9%
Value ($000) $6,893 Shares 21,547 Est. Cost $118.46 Unrealized +157.9%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $6,819 Shares 42,226 Est. Cost $122.56 Unrealized +22.6%
AMD ADVANCED MICRO DEVICES 0.9%
Value ($000) $6,810 Shares 66,182 Est. Cost $43.82 Unrealized +133.2%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,290 Shares 106,940 Est. Cost $52.83 Unrealized -8.3%
SVB FINANCIAL GROUP 0.8%
Value ($000) $5,857 Shares 9,055 Est. Cost $620.12 Unrealized
PIONEER NATURAL RESOURCES 0.8%
Value ($000) $5,562 Shares 33,406 Est. Cost $158.93 Unrealized
DIS WALT DISNEY CO/THE 0.7%
Value ($000) $4,898 Shares 28,951 Est. Cost $100.62 Unrealized +73.1%
ADBE ADOBE SYSTEMS 0.6%
Value ($000) $4,679 Shares 8,127 Est. Cost $286.80 Unrealized +119.5%
IBB ISHARES NASDAQ BIOTECH 0.6%
Value ($000) $4,595 Shares 28,421 Est. Cost $139.73 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $4,579 Shares 13,948 Est. Cost $122.50 Unrealized +140.5%
DUCKHORN PORTFOLIO INC 0.6%
Value ($000) $4,373 Shares 191,057 Est. Cost $22.06 Unrealized
LMT LOCKHEED MARTIN 0.6%
Value ($000) $4,370 Shares 12,662 Est. Cost $150.07 Unrealized +113.7%
PG PROCTER & GAMBLE COMPANY 0.6%
Value ($000) $4,369 Shares 31,254 Est. Cost $60.33 Unrealized +110.9%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $4,305 Shares 16,543 Est. Cost $152.28 Unrealized +85.9%
WPC W.P. CAREY INC. 0.5%
Value ($000) $3,998 Shares 54,733 Est. Cost $65.65 Unrealized
SEDG SOLAREDGE TECHNOLOGIES, INC. 0.5%
Value ($000) $3,762 Shares 14,186 Est. Cost $116.93 Unrealized +132.8%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,729 Shares 69,043 Est. Cost $32.53 Unrealized +30.1%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $3,353 Shares 7,000 Est. Cost $24.26 Unrealized +189.6%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $3,351 Shares 28,366 Est. Cost $31.42 Unrealized +261.1%
CG CARLYLE GROUP INC 0.5%
Value ($000) $3,330 Shares 70,424 Est. Cost $23.12 Unrealized +78.7%
RPRX ROYALTY PHARMA PLC 0.5%
Value ($000) $3,312 Shares 91,641 Est. Cost $42.43 Unrealized -8.4%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $3,117 Shares 19,245 Est. Cost $65.64 Unrealized +129.7%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $3,088 Shares 36,387 Est. Cost $53.17 Unrealized +36.4%
SPG SIMON PROPERTY GROUP INC REIT 0.4%
Value ($000) $3,042 Shares 23,406 Est. Cost $80.42 Unrealized +27.2%
ABBV ABBVIE INC. 0.4%
Value ($000) $2,965 Shares 27,490 Est. Cost $75.44 Unrealized +28.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $2,920 Shares 33,967 Est. Cost $55.34 Unrealized +39.9%
UNP UNION PACIFIC 0.4%
Value ($000) $2,917 Shares 14,883 Est. Cost $80.24 Unrealized +143.3%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $2,877 Shares 17,173 Est. Cost $88.81 Unrealized +78.2%
HZO MARINEMAX INC 0.4%
Value ($000) $2,791 Shares 57,514 Est. Cost $49.90 Unrealized 0.0%
SCL STEPAN CO. 0.4%
Value ($000) $2,767 Shares 24,501 Est. Cost $56.48 Unrealized +106.0%
C CITIGROUP INC 0.4%
Value ($000) $2,764 Shares 39,383 Est. Cost $47.33 Unrealized +26.1%
SNA SNAP ON INC. 0.4%
Value ($000) $2,756 Shares 13,191 Est. Cost $66.38 Unrealized +197.7%
FBIN FORTUNE BRANDS HOME & SECURITY 0.4%
Value ($000) $2,756 Shares 30,826 Est. Cost $39.69 Unrealized +95.2%
CASI PHARMACEUTICALS INC 0.4%
Value ($000) $2,687 Shares 2,258,265 Est. Cost $2.78 Unrealized
FCX FREEPORT MCMORAN INC 0.4%
Value ($000) $2,646 Shares 81,351 Est. Cost $30.52 Unrealized +8.4%
BKNG BOOKING HLDGS INC 0.4%
Value ($000) $2,640 Shares 1,112 Est. Cost $1757.22 Unrealized +25.6%
SII SPROTT INC NEW 0.4%
Value ($000) $2,628 Shares 71,621 Est. Cost $23.41 Unrealized +41.0%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $2,608 Shares 11,841 Est. Cost $175.59 Unrealized +18.3%
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $2,587 Shares 6,621 Est. Cost $165.79 Unrealized +132.1%
HON HONEYWELL INTERNATIONAL 0.3%
Value ($000) $2,513 Shares 11,837 Est. Cost $137.77 Unrealized +41.3%
KO COCA COLA 0.3%
Value ($000) $2,442 Shares 46,544 Est. Cost $34.88 Unrealized +39.9%
PAVE GLOBAL X FDS ETF US INFRASTRUC 0.3%
Value ($000) $2,371 Shares 93,301 Est. Cost $25.06 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.3%
Value ($000) $2,362 Shares 15,954 Est. Cost $179.35 Unrealized
MAR MARRIOTT INTL INC 0.3%
Value ($000) $2,358 Shares 15,921 Est. Cost $108.06 Unrealized +24.6%
CSX CSX CORP 0.3%
Value ($000) $2,333 Shares 78,451 Est. Cost $24.64 Unrealized +22.3%
PFE PFIZER INC 0.3%
Value ($000) $2,328 Shares 54,135 Est. Cost $19.24 Unrealized +85.4%
BA BOEING CO 0.3%
Value ($000) $2,273 Shares 10,335 Est. Cost $212.50 Unrealized +5.0%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $2,269 Shares 60,376 Est. Cost $26.00 Unrealized +59.7%
DVN DEVON ENERGY 0.3%
Value ($000) $2,260 Shares 63,650 Est. Cost $20.74 Unrealized +8.6%
PEP PEPSICO INC 0.3%
Value ($000) $2,245 Shares 14,927 Est. Cost $97.20 Unrealized +38.9%
CMCSA COMCAST CORP 0.3%
Value ($000) $2,240 Shares 40,050 Est. Cost $29.20 Unrealized +76.0%
DE DEERE & CO. 0.3%
Value ($000) $2,235 Shares 6,670 Est. Cost $129.50 Unrealized +162.0%
CFG CITIZENS FINANCIAL GROUP INC 0.3%
Value ($000) $2,067 Shares 44,001 Est. Cost $24.20 Unrealized +50.5%
TXN TEXAS INSTRUMENTS 0.3%
Value ($000) $2,020 Shares 10,511 Est. Cost $78.48 Unrealized +114.0%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1,972 Shares 19,438 Est. Cost $76.91 Unrealized +8.3%
EFX EQUIFAX INC 0.3%
Value ($000) $1,919 Shares 7,571 Est. Cost $79.64 Unrealized +216.2%
SMH VANECK VECTORS TR ETF 0.3%
Value ($000) $1,880 Shares 7,337 Est. Cost $172.69 Unrealized
SDGR SCHRODINGER INC 0.3%
Value ($000) $1,840 Shares 33,646 Est. Cost $63.99 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,830 Shares 5,080 Est. Cost $160.72 Unrealized +109.3%
MINT PIMCO ENHANCED S-T ETF 0.2%
Value ($000) $1,828 Shares 17,931 Est. Cost $101.68 Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $1,797 Shares 21,200 Est. Cost $94.13 Unrealized +1.9%
V VISA INC 0.2%
Value ($000) $1,789 Shares 8,032 Est. Cost $107.96 Unrealized +110.2%
LINDE PLC 0.2%
Value ($000) $1,782 Shares 6,075 Est. Cost $246.09 Unrealized
CI CIGNA CORP 0.2%
Value ($000) $1,782 Shares 8,905 Est. Cost $158.25 Unrealized +26.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $1,766 Shares 12,713 Est. Cost $105.19 Unrealized +6.6%
ROYAL DUTCH SHELL PLC CL A 0.2%
Value ($000) $1,727 Shares 38,750 Est. Cost $60.14 Unrealized
PWR QUANTA SERVICES 0.2%
Value ($000) $1,719 Shares 15,101 Est. Cost $31.09 Unrealized +220.0%
T AT&T INC 0.2%
Value ($000) $1,707 Shares 63,217 Est. Cost $13.43 Unrealized +19.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,612 Shares 20,535 Est. Cost $55.43 Unrealized +29.6%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,569 Shares 6,790 Est. Cost $75.71 Unrealized +212.6%
GXO GXO LOGISTICS INC 0.2%
Value ($000) $1,562 Shares 19,916 Est. Cost $75.70 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL 0.2%
Value ($000) $1,515 Shares 26,047 Est. Cost $39.04 Unrealized +42.0%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,470 Shares 5,000 Est. Cost $92.94 Unrealized +206.3%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $1,466 Shares 1,890 Est. Cost $147.79 Unrealized +59.3%
APPHARVEST INC 0.2%
Value ($000) $1,461 Shares 224,128 Est. Cost $18.20 Unrealized
PM PHILIP MORRIS INTERNAT 0.2%
Value ($000) $1,438 Shares 15,167 Est. Cost $56.10 Unrealized +44.5%
BDX BECTON DICKINSON 0.2%
Value ($000) $1,421 Shares 5,781 Est. Cost $105.99 Unrealized +115.1%
NVDA NVIDIA 0.2%
Value ($000) $1,372 Shares 6,625 Est. Cost $19.31 Unrealized +7.3%
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,314 Shares 6,000 Est. Cost $64.70 Unrealized +212.7%
VCSH VANGUARD SHORT-TERM CORPORATE 0.2%
Value ($000) $1,300 Shares 15,776 Est. Cost $79.66 Unrealized
XPO XPO LOGISTICS INC 0.2%
Value ($000) $1,283 Shares 16,116 Est. Cost $28.15 Unrealized +78.1%
GLW CORNING INC 0.2%
Value ($000) $1,274 Shares 34,901 Est. Cost $21.49 Unrealized +64.2%
RVTY PERKINELMER INC 0.2%
Value ($000) $1,265 Shares 7,300 Est. Cost $86.20 Unrealized +102.4%
PSN PARSONS CORP 0.2%
Value ($000) $1,263 Shares 37,400 Est. Cost $36.78 Unrealized -0.8%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.2%
Value ($000) $1,236 Shares 40,772 Est. Cost $30.99 Unrealized
TCEHY TENCENT HOLDINGS LIMITED 0.2%
Value ($000) $1,227 Shares 20,537 Est. Cost $59.75 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.2%
Value ($000) $1,195 Shares 78,173 Est. Cost $17.92 Unrealized -14.4%
CMI CUMMINS INC 0.2%
Value ($000) $1,195 Shares 5,320 Est. Cost $204.39 Unrealized +3.0%
MCHP MICROCHIP TECH 0.2%
Value ($000) $1,193 Shares 7,772 Est. Cost $43.64 Unrealized +56.4%
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.2%
Value ($000) $1,191 Shares 6,175 Est. Cost $108.57 Unrealized +79.3%
WY WEYERHAEUSER CO 0.2%
Value ($000) $1,162 Shares 32,671 Est. Cost $19.69 Unrealized +47.0%
LOW LOWES COMPANIES 0.2%
Value ($000) $1,160 Shares 5,716 Est. Cost $92.21 Unrealized +99.1%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,152 Shares 11,181 Est. Cost $21.95 Unrealized
XOP SPDR S&P OIL & GAS EXPL & PROD 0.2%
Value ($000) $1,152 Shares 11,906 Est. Cost $96.76 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $1,129 Shares 9,233 Est. Cost $48.23 Unrealized +142.2%
XLB SECTOR SPDR MATERIALS 0.2%
Value ($000) $1,127 Shares 14,251 Est. Cost $63.65 Unrealized
UEIC UNIVERSAL ELECTRONICS 0.1%
Value ($000) $1,091 Shares 22,154 Est. Cost $42.51 Unrealized +14.2%
AVGO BROADCOM LIMITED 0.1%
Value ($000) $1,076 Shares 2,219 Est. Cost $23.48 Unrealized +89.5%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $1,072 Shares 38,061 Est. Cost $10.56 Unrealized +113.2%
PLD PROLOGIS INC 0.1%
Value ($000) $1,071 Shares 8,535 Est. Cost $50.78 Unrealized +124.8%
FNF FNF GROUP 0.1%
Value ($000) $1,051 Shares 23,176 Est. Cost $27.83 Unrealized +28.7%
JEF JEFFERIES FINANCIAL GROUP 0.1%
Value ($000) $1,040 Shares 28,001 Est. Cost $16.63 Unrealized +75.1%
CSGP COSTAR GROUP INC. 0.1%
Value ($000) $1,023 Shares 11,886 Est. Cost $84.64 Unrealized +2.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,020 Shares 22,759 Est. Cost $47.06 Unrealized -7.2%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,018 Shares 23,971 Est. Cost $22.78 Unrealized +58.4%
ABBNY ABB LIMITED SPONS ADR 0.1%
Value ($000) $997 Shares 29,901 Est. Cost $27.96 Unrealized
CB CHUBB CORP. 0.1%
Value ($000) $974 Shares 5,612 Est. Cost $104.53 Unrealized +57.9%
GNRC GENERAC HOLDINGS INC 0.1%
Value ($000) $958 Shares 2,345 Est. Cost $428.34 Unrealized 0.0%
SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $956 Shares 10,501 Est. Cost $49.99 Unrealized
CIBR FIRST TRUST NASDAQ CYBER SECUR 0.1%
Value ($000) $933 Shares 19,151 Est. Cost $47.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $927 Shares 15,660 Est. Cost $37.42 Unrealized +46.5%
SMG SCOTTS MIRACLE-GRO 0.1%
Value ($000) $915 Shares 6,250 Est. Cost $67.06 Unrealized +104.8%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $904 Shares 7,019 Est. Cost $35.23 Unrealized +270.6%
SYY SYSCO CORP 0.1%
Value ($000) $895 Shares 11,401 Est. Cost $45.19 Unrealized +50.0%
EXPE EXPEDIA INC 0.1%
Value ($000) $892 Shares 5,441 Est. Cost $160.33 Unrealized -4.4%
DOW DOW INC 0.1%
Value ($000) $884 Shares 15,354 Est. Cost $36.14 Unrealized +32.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $877 Shares 22,034 Est. Cost $20.34 Unrealized +46.0%
CAT CATERPILLAR 0.1%
Value ($000) $854 Shares 4,450 Est. Cost $99.09 Unrealized +93.8%
WST WEST PHARMACEUTICALS SVCS INC 0.1%
Value ($000) $849 Shares 2,000 Est. Cost $102.01 Unrealized +308.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $844 Shares 3,502 Est. Cost $186.59 Unrealized +15.7%
BRK/A BERKSHIRE HATHAWAY 'A' 0.1%
Value ($000) $823 Shares 2 Est. Cost $165023.42 Unrealized +156.1%
MMM 3M CO 0.1%
Value ($000) $816 Shares 4,651 Est. Cost $122.18 Unrealized +12.4%
INTC INTEL CORP 0.1%
Value ($000) $802 Shares 15,046 Est. Cost $32.35 Unrealized +54.0%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $797 Shares 16,936 Est. Cost $62.84 Unrealized
ASML ASML HOLDINGS NV 0.1%
Value ($000) $782 Shares 1,050 Est. Cost $475.87 Unrealized
CDW CDW CORPORATION 0.1%
Value ($000) $774 Shares 4,250 Est. Cost $68.51 Unrealized +161.2%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $768 Shares 8,713 Est. Cost $47.29 Unrealized +71.0%
QQQ INVESCO QQQ TR ETF 0.1%
Value ($000) $746 Shares 2,083 Est. Cost $186.25 Unrealized
CSCO CISCO SYSTEMS 0.1%
Value ($000) $744 Shares 13,672 Est. Cost $30.90 Unrealized +59.3%
XHB SPDR SER TR S&P HOMEBLDRS 0.1%
Value ($000) $725 Shares 10,101 Est. Cost $53.89 Unrealized
RGEN REPLIGEN CORP 0.1%
Value ($000) $722 Shares 2,500 Est. Cost $146.88 Unrealized +74.7%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $713 Shares 17,350 Est. Cost $34.87 Unrealized +19.3%
MRK MERCK & CO 0.1%
Value ($000) $682 Shares 9,084 Est. Cost $62.34 Unrealized +6.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $681 Shares 5,435 Est. Cost $77.30 Unrealized +46.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $680 Shares 22,947 Est. Cost $48.21 Unrealized -46.1%
OC OWENS CORNING INC. 0.1%
Value ($000) $658 Shares 7,700 Est. Cost $46.20 Unrealized +103.5%
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $658 Shares 2,746 Est. Cost $101.80 Unrealized +147.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $656 Shares 8,151 Est. Cost $45.73 Unrealized +56.5%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $633 Shares 4,164 Est. Cost $65.14 Unrealized +117.6%
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $633 Shares 2,892 Est. Cost $211.05 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $627 Shares 3,820 Est. Cost $160.49 Unrealized
CORESITE REALTY CORP 0.1%
Value ($000) $610 Shares 4,400 Est. Cost $117.41 Unrealized
PUREFUNDS ISE CYBER SECURITY E 0.1%
Value ($000) $605 Shares 9,950 Est. Cost $34.90 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $604 Shares 20,501 Est. Cost $33.32 Unrealized
SSYS STRATASYS LTD 0.1%
Value ($000) $603 Shares 28,001 Est. Cost $21.29 Unrealized +1.8%
GD GENERAL DYNAMICS 0.1%
Value ($000) $594 Shares 3,031 Est. Cost $103.69 Unrealized +72.2%
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $583 Shares 6,190 Est. Cost $48.42 Unrealized +88.3%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.1%
Value ($000) $575 Shares 3,836 Est. Cost $112.69 Unrealized
BE BLOOM EMERGY CORP 0.1%
Value ($000) $562 Shares 30,001 Est. Cost $16.33 Unrealized +29.6%
GPN GLOBAL PAYMENT INC 0.1%
Value ($000) $552 Shares 3,500 Est. Cost $166.72 Unrealized 0.0%
THOMSON REUTERS CORP NEW 0.1%
Value ($000) $552 Shares 4,993 Est. Cost $48.27 Unrealized
ANSYS INC 0.1%
Value ($000) $545 Shares 1,600 Est. Cost $257.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.1%
Value ($000) $539 Shares 1,975 Est. Cost $194.08 Unrealized +44.7%
RITM NEW RESIDENTIAL INVESTMENT COR 0.1%
Value ($000) $529 Shares 48,051 Est. Cost $14.71 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $511 Shares 1,804 Est. Cost $213.68 Unrealized +53.4%
KMI KINDER MORGAN INC 0.1%
Value ($000) $504 Shares 30,145 Est. Cost $14.40 Unrealized -7.9%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $500 Shares 8,600 Est. Cost $26.68 Unrealized +130.4%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $497 Shares 2,983 Est. Cost $44.89 Unrealized +252.0%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $496 Shares 6,795 Est. Cost $47.18 Unrealized +32.3%
WUXIF WUXI APPTEC CO 0.1%
Value ($000) $495 Shares 21,168 Est. Cost $9.53 Unrealized +26.4%
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $493 Shares 2,580 Est. Cost $158.59 Unrealized +8.6%
CCI CROWN CASTLE INTERNATIONAL COR 0.1%
Value ($000) $493 Shares 2,842 Est. Cost $105.14 Unrealized +48.3%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $492 Shares 6,064 Est. Cost $36.11 Unrealized +105.9%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $483 Shares 2,929 Est. Cost $157.65 Unrealized +2.7%
MS MORGAN STANLEY & CO 0.1%
Value ($000) $470 Shares 4,832 Est. Cost $73.11 Unrealized +17.2%
WMT WAL-MART STORES 0.1%
Value ($000) $467 Shares 3,350 Est. Cost $43.77 Unrealized +3.9%
ETN EATON CORP PLC 0.1%
Value ($000) $462 Shares 3,095 Est. Cost $88.39 Unrealized +68.8%
SBUX STARBUCKS 0.1%
Value ($000) $460 Shares 4,171 Est. Cost $64.49 Unrealized +63.9%
STE STERIS CORP 0.1%
Value ($000) $460 Shares 2,250 Est. Cost $125.82 Unrealized +63.5%
AVNT AVIENT CORPORATION 0.1%
Value ($000) $456 Shares 9,846 Est. Cost $22.84 Unrealized +88.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $456 Shares 3,538 Est. Cost $79.14 Unrealized +62.8%
FDX FEDEX CORP 0.1%
Value ($000) $455 Shares 2,075 Est. Cost $207.82 Unrealized +19.3%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $448 Shares 1,633 Est. Cost $134.70 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $426 Shares 993 Est. Cost $245.36 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $425 Shares 7,250 Est. Cost $40.80 Unrealized +10.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $421 Shares 9,246 Est. Cost $29.93 Unrealized +13.6%
ETR ENTERGY CORP. NEW 0.1%
Value ($000) $417 Shares 4,200 Est. Cost $40.63 Unrealized +12.2%
IDA IDACORP 0.1%
Value ($000) $414 Shares 4,000 Est. Cost $51.10 Unrealized +104.5%
XLV SECTOR SPDR HEALTHCARE 0.1%
Value ($000) $409 Shares 3,215 Est. Cost $99.24 Unrealized
FHN FIRST HORIZON NATIONAL CORP 0.1%
Value ($000) $407 Shares 25,001 Est. Cost $9.56 Unrealized +42.7%
RIO RIO TINTO PLC 0.1%
Value ($000) $404 Shares 6,050 Est. Cost $77.69 Unrealized
SAIC SCIENCE APPLICATIONS INTERNATI 0.1%
Value ($000) $402 Shares 4,700 Est. Cost $78.76 Unrealized +8.7%
ADI ANALOG DEVICES 0.1%
Value ($000) $402 Shares 2,400 Est. Cost $68.91 Unrealized +125.3%
RPM RPM INTERNATIONAL INC. 0.1%
Value ($000) $398 Shares 5,126 Est. Cost $45.14 Unrealized +86.5%
SHM SPDR NUVEEN BARCLAYS SH TR MUN 0.1%
Value ($000) $395 Shares 8,000 Est. Cost $48.00 Unrealized
DD DUPONT DE NEMOURS 0.1%
Value ($000) $391 Shares 5,753 Est. Cost $20.89 Unrealized +35.8%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $389 Shares 7,500 Est. Cost $32.67 Unrealized +40.4%
RBLX ROBLOX CORPORATION 0.1%
Value ($000) $389 Shares 5,150 Est. Cost $82.10 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $388 Shares 7,501 Est. Cost $33.81 Unrealized +50.0%
KHC THE KRAFT HEINZ COMPANY 0.1%
Value ($000) $380 Shares 10,324 Est. Cost $33.91 Unrealized -9.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $379 Shares 5,591 Est. Cost $31.52 Unrealized +56.4%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $370 Shares 1,400 Est. Cost $116.82 Unrealized +109.9%
INGR INGREDION INC 0.1%
Value ($000) $370 Shares 4,160 Est. Cost $67.46 Unrealized +30.6%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $365 Shares 1,826 Est. Cost $126.04 Unrealized +48.9%
ZBRA ZEBRA TECHNOLOGIES 0.0%
Value ($000) $357 Shares 692 Est. Cost $336.52 Unrealized +65.6%
AMCOR PLC 0.0%
Value ($000) $348 Shares 30,001 Est. Cost $8.49 Unrealized +17.1%
EOG EOG RESOURCES 0.0%
Value ($000) $337 Shares 4,200 Est. Cost $58.82 Unrealized 0.0%
2U INC 0.0%
Value ($000) $334 Shares 9,960 Est. Cost $37.96 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $324 Shares 1,777 Est. Cost $117.66 Unrealized +38.3%
ROYAL DUTCH SHELL PLC ADR B 0.0%
Value ($000) $323 Shares 7,286 Est. Cost $36.78 Unrealized
WM WASTE MGT. 0.0%
Value ($000) $314 Shares 2,103 Est. Cost $92.14 Unrealized +51.6%
DAL DELTA AIRLINES 0.0%
Value ($000) $307 Shares 7,203 Est. Cost $39.72 Unrealized 0.0%
TATE & LYLE PLC SPONSORED ADR 0.0%
Value ($000) $305 Shares 8,101 Est. Cost $50.05 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $304 Shares 14,801 Est. Cost $22.70 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $299 Shares 450 Est. Cost $679.09 Unrealized 0.0%
MATX MATSON INC 0.0%
Value ($000) $293 Shares 3,625 Est. Cost $50.80 Unrealized +37.0%
SYK STRYKER CORP 0.0%
Value ($000) $290 Shares 1,100 Est. Cost $183.63 Unrealized +39.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $290 Shares 7,930 Est. Cost $40.95 Unrealized 0.0%
WMB WILLIAMS CO 0.0%
Value ($000) $288 Shares 11,101 Est. Cost $20.43 Unrealized -0.2%
EXAS EXACT SCIENCES CORPORATION 0.0%
Value ($000) $286 Shares 3,000 Est. Cost $136.88 Unrealized -22.9%
L LOEWS CORP 0.0%
Value ($000) $276 Shares 5,110 Est. Cost $35.13 Unrealized +52.2%
BLDP BALLARD POWER SYSTEMS INC 0.0%
Value ($000) $275 Shares 19,601 Est. Cost $9.99 Unrealized +58.7%
BROOKFIELD INFRASTRUCTURE CORP 0.0%
Value ($000) $275 Shares 4,600 Est. Cost $75.43 Unrealized
APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $268 Shares 4,350 Est. Cost $61.61 Unrealized
PCEF INVESCO CEF INCOME COMPOSITE E 0.0%
Value ($000) $263 Shares 11,001 Est. Cost $24.45 Unrealized
COST COSTCO WHOLESALE 0.0%
Value ($000) $263 Shares 585 Est. Cost $309.06 Unrealized +35.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $257 Shares 2,710 Est. Cost $65.95 Unrealized 0.0%
DGEAF DIAGEO 0.0%
Value ($000) $255 Shares 5,125 Est. Cost $33.09 Unrealized +33.5%
CHIMERA INVT CORP NEW 0.0%
Value ($000) $246 Shares 16,551 Est. Cost $18.58 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TEC 0.0%
Value ($000) $246 Shares 3,000 Est. Cost $58.55 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $246 Shares 1,600 Est. Cost $125.63 Unrealized +18.5%
CTVA CORTEVA 0.0%
Value ($000) $245 Shares 5,816 Est. Cost $33.76 Unrealized +22.1%
XYZ SQUARE INC - A 0.0%
Value ($000) $240 Shares 1,000 Est. Cost $195.07 Unrealized +31.7%
CROX CROCS INCORPORATED 0.0%
Value ($000) $237 Shares 1,650 Est. Cost $137.30 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $234 Shares 700 Est. Cost $220.47 Unrealized +44.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $227 Shares 125 Est. Cost $36.38 Unrealized 0.0%
RHHBY ROCHE 0.0%
Value ($000) $227 Shares 5,000 Est. Cost $40.60 Unrealized
MGA MAGNA INTL CORP 0.0%
Value ($000) $226 Shares 3,000 Est. Cost $50.00 Unrealized +41.9%
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $223 Shares 1,100 Est. Cost $33.93 Unrealized +6.1%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $222 Shares 1,000 Est. Cost $207.00 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $221 Shares 3,950 Est. Cost $35.85 Unrealized +28.0%
ROST ROSS STORES 0.0%
Value ($000) $218 Shares 2,000 Est. Cost $99.15 Unrealized +14.9%
LECO LINCOLN ELECTRIC HLDGS 0.0%
Value ($000) $213 Shares 1,650 Est. Cost $119.50 Unrealized +13.8%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $210 Shares 4,000 Est. Cost $51.87 Unrealized -0.1%
CLX CLOROX CO 0.0%
Value ($000) $210 Shares 1,270 Est. Cost $98.68 Unrealized +51.4%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $209 Shares 1,716 Est. Cost $118.01 Unrealized +2.3%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $205 Shares 1,962 Est. Cost $111.54 Unrealized +2.4%
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.0%
Value ($000) $203 Shares 1,155 Est. Cost $161.26 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $200 Shares 715 Est. Cost $281.41 Unrealized 0.0%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $163 Shares 14,101 Est. Cost $11.56 Unrealized
MULTIPLAN CORPORATION 0.0%
Value ($000) $111 Shares 19,700 Est. Cost $8.00 Unrealized
GNOLF GENOIL INC 0.0%
Value ($000) $1 Shares 54,000 Est. Cost $0.03 Unrealized -87.8%
CROWN LABORATORIES INC 0.0%
Value ($000) $0 Shares 25,000 Est. Cost Unrealized