Wellington Shields Capital Management, LLC Diversified Active

CIK: 0001506071 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 15, 2022

Total Value ($000): $781,165 (100.0% shares, 0.0% debt)

Holdings (282)

FLO FLOWERS FOODS INC 11.8%
Value ($000) $92,492 Shares 3,367,021 Est. Cost $13.90 Unrealized +54.6%
MSFT MICROSOFT CORPORATION 5.7%
Value ($000) $44,879 Shares 133,440 Est. Cost $181.50 Unrealized +72.7%
AAPL APPLE INC 4.2%
Value ($000) $32,958 Shares 185,607 Est. Cost $85.69 Unrealized +80.5%
AMZN AMAZON.COM INC 2.5%
Value ($000) $19,176 Shares 5,751 Est. Cost $75.13 Unrealized +127.8%
BX BLACKSTONE GROUP INC. 2.4%
Value ($000) $18,929 Shares 146,293 Est. Cost $43.24 Unrealized +168.5%
GOOG ALPHABET INC-CL C 2.4%
Value ($000) $18,785 Shares 6,492 Est. Cost $41.02 Unrealized +249.7%
GOOGL ALPHABET INC (A) 2.1%
Value ($000) $16,307 Shares 5,629 Est. Cost $41.90 Unrealized +241.2%
EW EDWARDS LIFESCIENCES CORP. 2.1%
Value ($000) $16,145 Shares 124,621 Est. Cost $58.61 Unrealized +99.0%
ILMN ILLUMINA INC 1.7%
Value ($000) $13,523 Shares 35,545 Est. Cost $235.13 Unrealized +61.1%
MA MASTERCARD INC 1.7%
Value ($000) $13,211 Shares 36,767 Est. Cost $100.45 Unrealized +236.3%
PSNL PERSONALIS, INC 1.7%
Value ($000) $13,171 Shares 922,990 Est. Cost $18.67 Unrealized -10.7%
TMO THERMO FISHER SCIENTIFIC 1.6%
Value ($000) $12,365 Shares 18,532 Est. Cost $222.75 Unrealized +177.1%
JPM JP MORGAN CHASE & CO 1.4%
Value ($000) $11,314 Shares 71,449 Est. Cost $64.07 Unrealized +130.7%
ZTS ZOETIS INC 1.4%
Value ($000) $11,016 Shares 45,140 Est. Cost $97.09 Unrealized +116.8%
BLACKROCK INC 1.3%
Value ($000) $10,037 Shares 10,963 Est. Cost $466.28 Unrealized
AMD ADVANCED MICRO DEVICES 1.2%
Value ($000) $9,523 Shares 66,181 Est. Cost $43.82 Unrealized +206.7%
META FACEBOOK INC 1.2%
Value ($000) $9,258 Shares 27,525 Est. Cost $126.10 Unrealized +161.4%
ACN ACCENTURE LTD 1.1%
Value ($000) $8,943 Shares 21,572 Est. Cost $118.46 Unrealized +189.8%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $8,532 Shares 49,875 Est. Cost $126.02 Unrealized +15.1%
SHOP SHOPIFY INC 1.0%
Value ($000) $7,734 Shares 5,615 Est. Cost $18.37 Unrealized +695.6%
TGT TARGET CORP 1.0%
Value ($000) $7,499 Shares 32,400 Est. Cost $84.19 Unrealized +154.4%
CRM SALESFORCE.COM 0.9%
Value ($000) $7,323 Shares 28,817 Est. Cost $134.78 Unrealized +106.0%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,954 Shares 113,652 Est. Cost $52.90 Unrealized +1.9%
SVB FINANCIAL GROUP 0.8%
Value ($000) $6,091 Shares 8,980 Est. Cost $620.12 Unrealized
PIONEER NATURAL RESOURCES 0.8%
Value ($000) $6,044 Shares 33,230 Est. Cost $158.93 Unrealized
ITW ILLINOIS TOOL WORKS 0.8%
Value ($000) $5,910 Shares 23,948 Est. Cost $210.30 Unrealized 0.0%
HD HOME DEPOT INC 0.8%
Value ($000) $5,892 Shares 14,197 Est. Cost $126.37 Unrealized +171.6%
PG PROCTER & GAMBLE COMPANY 0.7%
Value ($000) $5,178 Shares 31,656 Est. Cost $61.27 Unrealized +118.9%
ADBE ADOBE SYSTEMS 0.7%
Value ($000) $5,132 Shares 9,050 Est. Cost $321.30 Unrealized +94.5%
DIS WALT DISNEY CO/THE 0.6%
Value ($000) $4,994 Shares 32,242 Est. Cost $106.45 Unrealized +48.2%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $4,603 Shares 22,076 Est. Cost $159.70 Unrealized +15.9%
WPC W.P. CAREY INC. 0.6%
Value ($000) $4,475 Shares 54,541 Est. Cost $65.65 Unrealized
ABBV ABBVIE INC. 0.6%
Value ($000) $4,467 Shares 32,991 Est. Cost $79.82 Unrealized +27.4%
DUCKHORN PORTFOLIO INC 0.6%
Value ($000) $4,386 Shares 187,901 Est. Cost $22.06 Unrealized
DVN DEVON ENERGY 0.6%
Value ($000) $4,345 Shares 98,649 Est. Cost $25.30 Unrealized +32.8%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $4,270 Shares 82,181 Est. Cost $33.79 Unrealized +19.5%
PFE PFIZER INC 0.5%
Value ($000) $4,229 Shares 71,618 Est. Cost $24.36 Unrealized +65.1%
LMT LOCKHEED MARTIN 0.5%
Value ($000) $4,225 Shares 11,888 Est. Cost $150.07 Unrealized +105.9%
UNP UNION PACIFIC 0.5%
Value ($000) $4,096 Shares 16,257 Est. Cost $91.63 Unrealized +134.6%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $3,999 Shares 28,415 Est. Cost $31.42 Unrealized +277.7%
SEDG SOLAREDGE TECHNOLOGIES, INC. 0.5%
Value ($000) $3,952 Shares 14,085 Est. Cost $116.93 Unrealized +170.0%
CG CARLYLE GROUP INC 0.5%
Value ($000) $3,949 Shares 71,923 Est. Cost $23.62 Unrealized +99.6%
IBB ISHARES NASDAQ BIOTECH 0.5%
Value ($000) $3,941 Shares 25,820 Est. Cost $139.73 Unrealized
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $3,854 Shares 37,357 Est. Cost $53.88 Unrealized +49.4%
PEP PEPSICO INC 0.5%
Value ($000) $3,791 Shares 21,826 Est. Cost $111.82 Unrealized +28.3%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $3,786 Shares 6,800 Est. Cost $24.26 Unrealized +256.6%
RPRX ROYALTY PHARMA PLC 0.5%
Value ($000) $3,773 Shares 94,673 Est. Cost $42.31 Unrealized -8.2%
SPG SIMON PROPERTY GROUP INC REIT 0.5%
Value ($000) $3,755 Shares 23,505 Est. Cost $80.42 Unrealized +50.8%
CVX CHEVRON CORPORATION 0.5%
Value ($000) $3,635 Shares 30,972 Est. Cost $84.06 Unrealized +14.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $3,514 Shares 40,826 Est. Cost $59.37 Unrealized +33.6%
BA BOEING CO 0.4%
Value ($000) $3,477 Shares 17,273 Est. Cost $212.01 Unrealized -0.3%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $3,475 Shares 21,243 Est. Cost $102.79 Unrealized +57.4%
HZO MARINEMAX INC 0.4%
Value ($000) $3,446 Shares 58,360 Est. Cost $49.95 Unrealized +7.1%
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $3,429 Shares 6,828 Est. Cost $173.57 Unrealized +143.2%
FCX FREEPORT MCMORAN INC 0.4%
Value ($000) $3,424 Shares 82,050 Est. Cost $30.52 Unrealized +17.2%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $3,392 Shares 17,986 Est. Cost $157.38 Unrealized +37.2%
MCHP MICROCHIP TECH 0.4%
Value ($000) $3,347 Shares 38,443 Est. Cost $67.76 Unrealized +9.0%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $3,331 Shares 22,960 Est. Cost $78.22 Unrealized +83.3%
FBIN FORTUNE BRANDS HOME & SECURITY 0.4%
Value ($000) $3,295 Shares 30,825 Est. Cost $39.69 Unrealized +103.7%
SII SPROTT INC NEW 0.4%
Value ($000) $3,230 Shares 71,627 Est. Cost $23.41 Unrealized +63.8%
NVDA NVIDIA 0.4%
Value ($000) $3,223 Shares 10,958 Est. Cost $22.53 Unrealized +21.9%
LINDE PLC 0.4%
Value ($000) $3,106 Shares 8,965 Est. Cost $278.45 Unrealized
KO COCA COLA 0.4%
Value ($000) $3,082 Shares 52,045 Est. Cost $36.39 Unrealized +35.1%
BKNG BOOKING HLDGS INC 0.4%
Value ($000) $3,030 Shares 1,263 Est. Cost $1825.94 Unrealized +27.7%
CSX CSX CORP 0.4%
Value ($000) $2,950 Shares 78,458 Est. Cost $24.64 Unrealized +35.1%
CI CIGNA CORP 0.4%
Value ($000) $2,848 Shares 12,404 Est. Cost $169.25 Unrealized +16.5%
C CITIGROUP INC 0.4%
Value ($000) $2,758 Shares 45,666 Est. Cost $48.69 Unrealized +17.4%
PAVE GLOBAL X FDS ETF US INFRASTRUC 0.3%
Value ($000) $2,686 Shares 93,300 Est. Cost $25.06 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $2,656 Shares 61,875 Est. Cost $26.33 Unrealized +49.5%
TXN TEXAS INSTRUMENTS 0.3%
Value ($000) $2,546 Shares 13,510 Est. Cost $98.83 Unrealized +72.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,515 Shares 26,944 Est. Cost $60.64 Unrealized +27.5%
MAR MARRIOTT INTL INC 0.3%
Value ($000) $2,503 Shares 15,145 Est. Cost $108.06 Unrealized +40.4%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $2,434 Shares 11,415 Est. Cost $175.59 Unrealized +15.9%
SMH VANECK VECTORS TR ETF 0.3%
Value ($000) $2,392 Shares 7,748 Est. Cost $179.91 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $2,387 Shares 17,862 Est. Cost $105.57 Unrealized +0.9%
FLNC FLUENCE ENERGY CL A 0.3%
Value ($000) $2,329 Shares 65,500 Est. Cost $34.13 Unrealized 0.0%
CMCSA COMCAST CORP 0.3%
Value ($000) $2,297 Shares 45,643 Est. Cost $31.27 Unrealized +47.5%
DE DEERE & CO. 0.3%
Value ($000) $2,287 Shares 6,670 Est. Cost $129.50 Unrealized +153.7%
EFX EQUIFAX INC 0.3%
Value ($000) $2,217 Shares 7,571 Est. Cost $79.64 Unrealized +239.2%
SNA SNAP ON INC. 0.3%
Value ($000) $2,195 Shares 10,190 Est. Cost $66.38 Unrealized +188.6%
XOP SPDR S&P OIL & GAS EXPL & PROD 0.3%
Value ($000) $2,141 Shares 22,330 Est. Cost $96.35 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.3%
Value ($000) $2,079 Shares 44,000 Est. Cost $24.20 Unrealized +66.5%
GXO GXO LOGISTICS INC 0.3%
Value ($000) $2,012 Shares 22,150 Est. Cost $77.13 Unrealized +16.5%
LLY LILLY ELI & CO 0.3%
Value ($000) $2,007 Shares 7,265 Est. Cost $86.70 Unrealized +181.3%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $2,000 Shares 9,900 Est. Cost $178.56 Unrealized 0.0%
ALB ALBEMARLE CORP 0.3%
Value ($000) $1,999 Shares 8,550 Est. Cost $115.43 Unrealized +103.4%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,966 Shares 5,080 Est. Cost $160.72 Unrealized +116.7%
V VISA INC 0.3%
Value ($000) $1,962 Shares 9,056 Est. Cost $119.29 Unrealized +74.5%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,912 Shares 30,661 Est. Cost $43.20 Unrealized +14.0%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,889 Shares 11,051 Est. Cost $167.32 Unrealized
TSLA TESLA MOTORS INC 0.2%
Value ($000) $1,839 Shares 1,740 Est. Cost $147.79 Unrealized +126.9%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $1,805 Shares 43,049 Est. Cost $45.20 Unrealized -4.6%
SCL STEPAN CO. 0.2%
Value ($000) $1,802 Shares 14,500 Est. Cost $56.48 Unrealized +113.6%
SYY SYSCO CORP 0.2%
Value ($000) $1,782 Shares 22,692 Est. Cost $56.93 Unrealized +20.8%
CASI PHARMACEUTICALS INC 0.2%
Value ($000) $1,751 Shares 2,188,547 Est. Cost $2.78 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,744 Shares 5,000 Est. Cost $92.94 Unrealized +231.5%
LOW LOWES COMPANIES 0.2%
Value ($000) $1,736 Shares 6,716 Est. Cost $111.21 Unrealized +97.7%
PWR QUANTA SERVICES 0.2%
Value ($000) $1,731 Shares 15,100 Est. Cost $31.09 Unrealized +268.4%
MDLZ MONDELEZ INTERNATIONAL 0.2%
Value ($000) $1,691 Shares 25,496 Est. Cost $39.04 Unrealized +41.7%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $1,682 Shares 2,560 Est. Cost $649.29 Unrealized -1.0%
AMAT APPLIED MATERIALS 0.2%
Value ($000) $1,663 Shares 10,570 Est. Cost $70.29 Unrealized +98.6%
MMM 3M CO 0.2%
Value ($000) $1,634 Shares 9,200 Est. Cost $124.70 Unrealized +2.1%
PM PHILIP MORRIS INTERNAT 0.2%
Value ($000) $1,621 Shares 17,066 Est. Cost $58.35 Unrealized +30.8%
T AT&T INC 0.2%
Value ($000) $1,584 Shares 64,373 Est. Cost $13.45 Unrealized +9.0%
BDX BECTON DICKINSON 0.2%
Value ($000) $1,580 Shares 6,281 Est. Cost $115.35 Unrealized +93.8%
FLR FLUOR CORP NEW 0.2%
Value ($000) $1,494 Shares 60,315 Est. Cost $21.28 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $1,493 Shares 69,400 Est. Cost $21.77 Unrealized
AVGO BROADCOM LIMITED 0.2%
Value ($000) $1,477 Shares 2,219 Est. Cost $23.48 Unrealized +120.6%
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.2%
Value ($000) $1,471 Shares 7,125 Est. Cost $121.96 Unrealized +71.3%
RVTY PERKINELMER INC 0.2%
Value ($000) $1,468 Shares 7,300 Est. Cost $86.20 Unrealized +107.7%
MRK MERCK & CO 0.2%
Value ($000) $1,439 Shares 18,771 Est. Cost $66.24 Unrealized +5.5%
PLD PROLOGIS INC 0.2%
Value ($000) $1,437 Shares 8,535 Est. Cost $50.78 Unrealized +159.8%
FXI ISHARES FTSE CHINA XINHUA 25 0.2%
Value ($000) $1,433 Shares 39,162 Est. Cost $36.59 Unrealized
MINT PIMCO ENHANCED S-T ETF 0.2%
Value ($000) $1,415 Shares 13,930 Est. Cost $101.68 Unrealized
CL COLGATE PALMOLIVE 0.2%
Value ($000) $1,413 Shares 16,553 Est. Cost $70.92 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value ($000) $1,393 Shares 27,045 Est. Cost $38.98 Unrealized +21.3%
AMGN AMGEN 0.2%
Value ($000) $1,385 Shares 6,156 Est. Cost $185.15 Unrealized 0.0%
WY WEYERHAEUSER CO 0.2%
Value ($000) $1,345 Shares 32,670 Est. Cost $19.69 Unrealized +62.4%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $1,333 Shares 29,970 Est. Cost $26.43 Unrealized +55.2%
GLW CORNING INC 0.2%
Value ($000) $1,299 Shares 34,900 Est. Cost $21.49 Unrealized +55.1%
XLB SECTOR SPDR MATERIALS 0.2%
Value ($000) $1,291 Shares 14,250 Est. Cost $63.65 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $1,282 Shares 9,233 Est. Cost $48.23 Unrealized +145.1%
VCSH VANGUARD SHORT-TERM CORPORATE 0.2%
Value ($000) $1,282 Shares 15,775 Est. Cost $79.66 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,249 Shares 17,304 Est. Cost $52.58 Unrealized +19.1%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.2%
Value ($000) $1,249 Shares 40,805 Est. Cost $30.99 Unrealized
XPO XPO LOGISTICS INC 0.2%
Value ($000) $1,248 Shares 16,115 Est. Cost $28.15 Unrealized +65.1%
ABBNY ABB LIMITED SPONS ADR 0.2%
Value ($000) $1,231 Shares 32,250 Est. Cost $28.70 Unrealized
CAT CATERPILLAR 0.2%
Value ($000) $1,230 Shares 5,950 Est. Cost $121.17 Unrealized +54.1%
EXPE EXPEDIA INC 0.2%
Value ($000) $1,208 Shares 6,683 Est. Cost $161.87 Unrealized +4.2%
FNF FNF GROUP 0.2%
Value ($000) $1,183 Shares 22,675 Est. Cost $27.83 Unrealized +40.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $1,164 Shares 38,060 Est. Cost $10.56 Unrealized +143.0%
CMI CUMMINS INC 0.1%
Value ($000) $1,161 Shares 5,320 Est. Cost $204.39 Unrealized +0.7%
BABA ALIBABA GROUP HOLDING LTD 0.1%
Value ($000) $1,144 Shares 9,633 Est. Cost $179.35 Unrealized
URA GLOBAL X URANIUM ETF 0.1%
Value ($000) $1,142 Shares 50,053 Est. Cost $22.82 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,135 Shares 12,017 Est. Cost $27.00 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $1,129 Shares 13,150 Est. Cost $56.16 Unrealized +30.3%
EWZ ISHARES MSCI BRAZIL INDEX FUND 0.1%
Value ($000) $1,123 Shares 40,000 Est. Cost $28.07 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1,117 Shares 11,512 Est. Cost $55.10 Unrealized +44.1%
DOW DOW INC 0.1%
Value ($000) $1,110 Shares 19,562 Est. Cost $38.06 Unrealized +18.4%
JEF JEFFERIES FINANCIAL GROUP 0.1%
Value ($000) $1,086 Shares 28,000 Est. Cost $16.63 Unrealized +102.8%
CB CHUBB CORP. 0.1%
Value ($000) $1,085 Shares 5,612 Est. Cost $104.53 Unrealized +69.9%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.1%
Value ($000) $1,059 Shares 6,509 Est. Cost $133.23 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1,053 Shares 6,095 Est. Cost $121.40 Unrealized +28.1%
SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $1,051 Shares 10,500 Est. Cost $49.99 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,043 Shares 3,892 Est. Cost $190.90 Unrealized +20.3%
DD DUPONT DE NEMOURS 0.1%
Value ($000) $1,024 Shares 12,673 Est. Cost $25.43 Unrealized +14.8%
CIBR FIRST TRUST NASDAQ CYBER SECUR 0.1%
Value ($000) $1,011 Shares 19,150 Est. Cost $47.26 Unrealized
PBR/A PETROLEO BRASILERO S.A. 0.1%
Value ($000) $1,011 Shares 100,000 Est. Cost $10.11 Unrealized
SMG SCOTTS MIRACLE-GRO 0.1%
Value ($000) $1,006 Shares 6,250 Est. Cost $67.06 Unrealized +94.2%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $943 Shares 18,085 Est. Cost $62.16 Unrealized
WST WEST PHARMACEUTICALS SVCS INC 0.1%
Value ($000) $938 Shares 2,000 Est. Cost $102.01 Unrealized +317.5%
ETR ENTERGY CORP. NEW 0.1%
Value ($000) $924 Shares 8,200 Est. Cost $42.82 Unrealized +5.4%
WMT WAL-MART STORES 0.1%
Value ($000) $919 Shares 6,350 Est. Cost $44.43 Unrealized +1.7%
UEIC UNIVERSAL ELECTRONICS 0.1%
Value ($000) $903 Shares 22,153 Est. Cost $42.51 Unrealized -2.6%
BRK/A BERKSHIRE HATHAWAY 'A' 0.1%
Value ($000) $901 Shares 2 Est. Cost $165023.42 Unrealized +161.7%
XHB SPDR SER TR S&P HOMEBLDRS 0.1%
Value ($000) $892 Shares 10,400 Est. Cost $54.80 Unrealized
CSCO CISCO SYSTEMS 0.1%
Value ($000) $881 Shares 13,901 Est. Cost $31.23 Unrealized +61.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $870 Shares 8,412 Est. Cost $86.05 Unrealized +18.6%
CDW CDW CORPORATION 0.1%
Value ($000) $870 Shares 4,250 Est. Cost $68.51 Unrealized +163.5%
ENB ENBRIDGE INC 0.1%
Value ($000) $861 Shares 22,034 Est. Cost $20.34 Unrealized +50.8%
ASML ASML HOLDINGS NV 0.1%
Value ($000) $836 Shares 1,050 Est. Cost $475.87 Unrealized
QQQ INVESCO QQQ TR ETF 0.1%
Value ($000) $831 Shares 2,089 Est. Cost $186.25 Unrealized
CSGP COSTAR GROUP INC. 0.1%
Value ($000) $830 Shares 10,500 Est. Cost $84.64 Unrealized -0.9%
APTIV PLC 0.1%
Value ($000) $825 Shares 5,000 Est. Cost $165.00 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $820 Shares 3,326 Est. Cost $162.68 Unrealized +27.4%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $784 Shares 9,223 Est. Cost $94.13 Unrealized -8.5%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $778 Shares 17,350 Est. Cost $34.87 Unrealized +26.1%
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $775 Shares 2,746 Est. Cost $101.80 Unrealized +154.9%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value ($000) $765 Shares 53,720 Est. Cost $17.92 Unrealized -18.0%
PUREFUNDS ISE CYBER SECURITY E 0.1%
Value ($000) $759 Shares 12,350 Est. Cost $40.06 Unrealized
GDXJ VANECK VECTORS JUNIOR GOLD MIN 0.1%
Value ($000) $738 Shares 17,600 Est. Cost $41.93 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $712 Shares 23,773 Est. Cost $47.54 Unrealized -39.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $707 Shares 4,950 Est. Cost $115.26 Unrealized 0.0%
SSYS STRATASYS LTD 0.1%
Value ($000) $686 Shares 28,000 Est. Cost $21.29 Unrealized +31.0%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $684 Shares 16,100 Est. Cost $42.02 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.1%
Value ($000) $665 Shares 2,225 Est. Cost $204.45 Unrealized +40.1%
RGEN REPLIGEN CORP 0.1%
Value ($000) $662 Shares 2,500 Est. Cost $146.88 Unrealized +83.4%
BE BLOOM EMERGY CORP 0.1%
Value ($000) $658 Shares 30,000 Est. Cost $16.33 Unrealized +54.9%
DHR DANAHER CORP 0.1%
Value ($000) $658 Shares 2,001 Est. Cost $270.11 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $657 Shares 20,500 Est. Cost $33.32 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $651 Shares 4,164 Est. Cost $65.14 Unrealized +120.9%
ANSYS INC 0.1%
Value ($000) $642 Shares 1,600 Est. Cost $257.32 Unrealized
EOG EOG RESOURCES 0.1%
Value ($000) $640 Shares 7,200 Est. Cost $64.86 Unrealized +13.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $637 Shares 58,000 Est. Cost $10.98 Unrealized
GD GENERAL DYNAMICS 0.1%
Value ($000) $632 Shares 3,031 Est. Cost $103.69 Unrealized +78.7%
OC OWENS CORNING INC. 0.1%
Value ($000) $597 Shares 6,600 Est. Cost $46.20 Unrealized +96.5%
THOMSON REUTERS CORP NEW 0.1%
Value ($000) $597 Shares 4,993 Est. Cost $48.27 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $584 Shares 9,975 Est. Cost $43.23 Unrealized +15.0%
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $575 Shares 6,190 Est. Cost $48.42 Unrealized +78.7%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $573 Shares 7,296 Est. Cost $48.21 Unrealized +28.9%
GNRC GENERAC HOLDINGS INC 0.1%
Value ($000) $563 Shares 1,600 Est. Cost $428.34 Unrealized -3.2%
IR INGERSOLL RAND INC 0.1%
Value ($000) $559 Shares 9,028 Est. Cost $56.66 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $556 Shares 3,041 Est. Cost $79.14 Unrealized +84.6%
AVNT AVIENT CORPORATION 0.1%
Value ($000) $551 Shares 9,846 Est. Cost $22.84 Unrealized +115.2%
STE STERIS CORP 0.1%
Value ($000) $548 Shares 2,250 Est. Cost $125.82 Unrealized +75.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $547 Shares 4,132 Est. Cost $123.66 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $545 Shares 2,983 Est. Cost $44.89 Unrealized +264.7%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $540 Shares 6,065 Est. Cost $36.11 Unrealized +100.7%
FDX FEDEX CORP 0.1%
Value ($000) $537 Shares 2,075 Est. Cost $207.82 Unrealized +5.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $533 Shares 11,245 Est. Cost $30.44 Unrealized +7.7%
TE CONNECTIVITY LTD 0.1%
Value ($000) $532 Shares 3,300 Est. Cost $161.21 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $524 Shares 15,350 Est. Cost $26.97 Unrealized 0.0%
RITM NEW RESIDENTIAL INVESTMENT COR 0.1%
Value ($000) $519 Shares 48,500 Est. Cost $14.71 Unrealized
RPM RPM INTERNATIONAL INC. 0.1%
Value ($000) $518 Shares 5,126 Est. Cost $45.14 Unrealized +101.6%
AVALARA INC 0.1%
Value ($000) $513 Shares 3,970 Est. Cost $129.22 Unrealized
CCI CROWN CASTLE INTERNATIONAL COR 0.1%
Value ($000) $510 Shares 2,442 Est. Cost $105.14 Unrealized +42.7%
MS MORGAN STANLEY & CO 0.1%
Value ($000) $504 Shares 5,132 Est. Cost $73.90 Unrealized +17.4%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $499 Shares 1,633 Est. Cost $134.70 Unrealized
SBUX STARBUCKS 0.1%
Value ($000) $489 Shares 4,178 Est. Cost $64.49 Unrealized +58.5%
BHB BAR HARBOR BANKSHARES 0.1%
Value ($000) $488 Shares 16,875 Est. Cost $24.81 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $487 Shares 2,189 Est. Cost $211.05 Unrealized
CROX CROCS INCORPORATED 0.1%
Value ($000) $487 Shares 3,800 Est. Cost $146.77 Unrealized +5.0%
BBWI BATH & BODY WORKS 0.1%
Value ($000) $485 Shares 6,950 Est. Cost $63.95 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $477 Shares 60,362 Est. Cost $7.90 Unrealized
DAL DELTA AIRLINES 0.1%
Value ($000) $475 Shares 12,154 Est. Cost $39.40 Unrealized -1.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $471 Shares 993 Est. Cost $245.36 Unrealized
XLV SECTOR SPDR HEALTHCARE 0.1%
Value ($000) $453 Shares 3,215 Est. Cost $99.24 Unrealized
IDA IDACORP 0.1%
Value ($000) $453 Shares 4,000 Est. Cost $51.10 Unrealized +108.3%
NEM NEWMONT MINING 0.1%
Value ($000) $451 Shares 7,270 Est. Cost $49.84 Unrealized 0.0%
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $451 Shares 3,260 Est. Cost $133.03 Unrealized 0.0%
KMI KINDER MORGAN INC 0.1%
Value ($000) $446 Shares 28,144 Est. Cost $14.40 Unrealized -8.4%
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $443 Shares 2,780 Est. Cost $159.90 Unrealized +10.5%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $436 Shares 7,500 Est. Cost $32.67 Unrealized +56.2%
BIIB BIOGEN INC 0.1%
Value ($000) $433 Shares 1,804 Est. Cost $213.68 Unrealized +20.3%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $429 Shares 8,600 Est. Cost $26.68 Unrealized +103.3%
ADI ANALOG DEVICES 0.1%
Value ($000) $422 Shares 2,400 Est. Cost $68.91 Unrealized +139.0%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $422 Shares 1,400 Est. Cost $116.82 Unrealized +138.2%
FHN FIRST HORIZON NATIONAL CORP 0.1%
Value ($000) $408 Shares 25,000 Est. Cost $9.56 Unrealized +50.8%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $407 Shares 7,501 Est. Cost $33.81 Unrealized +50.7%
INGR INGREDION INC 0.1%
Value ($000) $402 Shares 4,160 Est. Cost $67.46 Unrealized +42.6%
L LOEWS CORP 0.1%
Value ($000) $399 Shares 6,910 Est. Cost $40.54 Unrealized +37.9%
CTVA CORTEVA 0.1%
Value ($000) $396 Shares 8,380 Est. Cost $36.76 Unrealized +18.5%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $394 Shares 26,280 Est. Cost $14.99 Unrealized
SHM SPDR NUVEEN BARCLAYS SH TR MUN 0.1%
Value ($000) $393 Shares 8,000 Est. Cost $48.00 Unrealized
SAIC SCIENCE APPLICATIONS INTERNATI 0.1%
Value ($000) $393 Shares 4,700 Est. Cost $78.76 Unrealized +10.3%
ZBRA ZEBRA TECHNOLOGIES 0.0%
Value ($000) $388 Shares 652 Est. Cost $336.52 Unrealized +68.7%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $381 Shares 1,777 Est. Cost $117.66 Unrealized +43.3%
KHC THE KRAFT HEINZ COMPANY 0.0%
Value ($000) $371 Shares 10,327 Est. Cost $33.91 Unrealized -13.0%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $366 Shares 8,370 Est. Cost $46.38 Unrealized 0.0%
COHEN & STEERS REIT PREFERRED 0.0%
Value ($000) $363 Shares 12,700 Est. Cost $28.58 Unrealized
CAC CAMDEN NATIONAL CORP 0.0%
Value ($000) $361 Shares 7,500 Est. Cost $39.86 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $361 Shares 828 Est. Cost $435.99 Unrealized
AMCOR PLC 0.0%
Value ($000) $360 Shares 30,000 Est. Cost $8.49 Unrealized +17.8%
WM WASTE MGT. 0.0%
Value ($000) $351 Shares 2,103 Est. Cost $92.14 Unrealized +63.5%
COST COSTCO WHOLESALE 0.0%
Value ($000) $332 Shares 585 Est. Cost $309.06 Unrealized +57.9%
FNB FNB CORP PA 0.0%
Value ($000) $332 Shares 27,388 Est. Cost $10.41 Unrealized 0.0%
MATX MATSON INC 0.0%
Value ($000) $326 Shares 3,625 Est. Cost $50.80 Unrealized +58.5%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $319 Shares 2,960 Est. Cost $67.93 Unrealized +31.6%
ROYAL DUTCH SHELL PLC ADR B 0.0%
Value ($000) $316 Shares 7,286 Est. Cost $36.78 Unrealized
RRC RANGE RESOURCES CORP. 0.0%
Value ($000) $316 Shares 17,700 Est. Cost $21.56 Unrealized 0.0%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $315 Shares 4,350 Est. Cost $66.51 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CORP 0.0%
Value ($000) $314 Shares 4,600 Est. Cost $75.43 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $301 Shares 700 Est. Cost $220.47 Unrealized +67.6%
SYK STRYKER CORP 0.0%
Value ($000) $294 Shares 1,100 Est. Cost $183.63 Unrealized +36.8%
WMB WILLIAMS CO 0.0%
Value ($000) $289 Shares 11,100 Est. Cost $20.43 Unrealized +11.4%
PCEF INVESCO CEF INCOME COMPOSITE E 0.0%
Value ($000) $266 Shares 11,000 Est. Cost $24.45 Unrealized
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $262 Shares 1,100 Est. Cost $33.93 Unrealized +20.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $262 Shares 3,000 Est. Cost $73.44 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $256 Shares 4,000 Est. Cost $51.87 Unrealized +15.2%
LIT GLOBAL X LITHIUM & BATTERY TEC 0.0%
Value ($000) $253 Shares 3,000 Est. Cost $58.55 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $252 Shares 715 Est. Cost $281.41 Unrealized +10.6%
CHIMERA INVT CORP NEW 0.0%
Value ($000) $250 Shares 16,550 Est. Cost $18.58 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $247 Shares 10,800 Est. Cost $21.79 Unrealized 0.0%
BLDP BALLARD POWER SYSTEMS INC 0.0%
Value ($000) $246 Shares 19,600 Est. Cost $9.99 Unrealized +51.4%
MGA MAGNA INTL CORP 0.0%
Value ($000) $243 Shares 3,000 Est. Cost $50.00 Unrealized +41.0%
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $242 Shares 2,974 Est. Cost $69.63 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $241 Shares 1,000 Est. Cost $207.00 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.0%
Value ($000) $233 Shares 3,000 Est. Cost $136.88 Unrealized -35.5%
LECO LINCOLN ELECTRIC HLDGS 0.0%
Value ($000) $230 Shares 1,650 Est. Cost $119.50 Unrealized +16.5%
ROST ROSS STORES 0.0%
Value ($000) $229 Shares 2,000 Est. Cost $99.15 Unrealized +7.5%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $224 Shares 4,166 Est. Cost $48.56 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $221 Shares 1,270 Est. Cost $98.68 Unrealized +47.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $219 Shares 125 Est. Cost $36.38 Unrealized -3.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $216 Shares 1,848 Est. Cost $111.54 Unrealized -1.4%
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.0%
Value ($000) $210 Shares 1,155 Est. Cost $161.26 Unrealized
BANC BANK OF CALIFORNIA INC 0.0%
Value ($000) $196 Shares 10,000 Est. Cost $18.30 Unrealized 0.0%
BCBP BCB BANCORP 0.0%
Value ($000) $154 Shares 10,000 Est. Cost $12.04 Unrealized 0.0%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $117 Shares 14,100 Est. Cost $11.56 Unrealized
APPHARVEST INC 0.0%
Value ($000) $84 Shares 21,551 Est. Cost $18.20 Unrealized
PERFORMANCE SHIPPING INC 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $3.70 Unrealized
TREVENA INC 0.0%
Value ($000) $9 Shares 16,069 Est. Cost $0.56 Unrealized
GNOLF GENOIL INC 0.0%
Value ($000) $1 Shares 54,000 Est. Cost $0.03 Unrealized -79.1%