Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 26, 2021

Total Value ($000): $278,205 (100.0% shares, 0.0% debt)

Holdings (419)

SPY SPDR S&P 500 ETF 14.9%
Value ($000) $41,538 Shares 111,100 Est. Cost $212.27 Unrealized
AAPL APPLE INC COM 4.0%
Value ($000) $11,035 Shares 83,165 Est. Cost $83.79 Unrealized +39.6%
HASI HANNON ARMSTRONG SUST INFR CAP COM 3.6%
Value ($000) $9,990 Shares 157,491 Est. Cost $11.20 Unrealized +255.1%
UNILEVER PLC SPON ADR NEW 2.8%
Value ($000) $7,786 Shares 128,996 Est. Cost $60.34 Unrealized
TU TELUS CORPORATION COM 2.6%
Value ($000) $7,113 Shares 359,220 Est. Cost $18.00 Unrealized +4.5%
CENTURY BANCORPORATION INC CL A NON VTG 2.5%
Value ($000) $6,829 Shares 88,280 Est. Cost $45.05 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.4%
Value ($000) $6,730 Shares 408,384 Est. Cost $19.39 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 2.3%
Value ($000) $6,458 Shares 119,429 Est. Cost $54.07 Unrealized
GIS GENERAL MLS INC COM 2.0%
Value ($000) $5,585 Shares 94,991 Est. Cost $33.83 Unrealized +50.3%
SNY SANOFI SPONSORED ADR 2.0%
Value ($000) $5,531 Shares 113,829 Est. Cost $41.14 Unrealized
CL COLGATE PALMOLIVE CO COM 1.8%
Value ($000) $5,025 Shares 58,768 Est. Cost $55.63 Unrealized +32.0%
XRAY DENTSPLY SIRONA INC COM 1.8%
Value ($000) $4,989 Shares 95,285 Est. Cost $39.52 Unrealized +24.8%
PHYSICIANS RLTY TR COM 1.7%
Value ($000) $4,826 Shares 271,096 Est. Cost $16.19 Unrealized
CSCO CISCO SYS INC COM 1.6%
Value ($000) $4,541 Shares 101,479 Est. Cost $27.19 Unrealized +29.7%
MKC MCCORMICK & CO INC COM NON VTG 1.6%
Value ($000) $4,518 Shares 47,265 Est. Cost $55.89 Unrealized +51.7%
HEALTHCARE TR AMER INC CL A NEW 1.5%
Value ($000) $4,288 Shares 155,717 Est. Cost $28.95 Unrealized
SFM SPROUTS FMRS MKT INC COM 1.5%
Value ($000) $4,139 Shares 205,912 Est. Cost $21.51 Unrealized -4.8%
HIFS HINGHAM INSTN SVGS MASS COM 1.5%
Value ($000) $4,071 Shares 18,848 Est. Cost $138.73 Unrealized +44.5%
JNJ JOHNSON & JOHNSON COM 1.4%
Value ($000) $4,016 Shares 25,516 Est. Cost $67.12 Unrealized +90.0%
ADP AUTOMATIC DATA PROCESSING INC COM 1.3%
Value ($000) $3,543 Shares 20,105 Est. Cost $50.92 Unrealized +189.6%
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $3,459 Shares 24,862 Est. Cost $64.75 Unrealized +90.2%
NOMD NOMAD FOODS LTD USD ORD SHS 1.2%
Value ($000) $3,407 Shares 134,023 Est. Cost $22.48 Unrealized +10.1%
DOC HEALTHPEAK PROPERTIES INC COM 1.2%
Value ($000) $3,352 Shares 110,873 Est. Cost $24.98 Unrealized -10.9%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $3,290 Shares 14,792 Est. Cost $31.80 Unrealized +547.9%
CAC CAMDEN NATL CORP COM 1.2%
Value ($000) $3,264 Shares 91,226 Est. Cost $25.32 Unrealized +9.2%
BIIB BIOGEN INC COM 1.2%
Value ($000) $3,235 Shares 13,212 Est. Cost $286.34 Unrealized -9.5%
AMRC AMERESCO INC CL A 1.1%
Value ($000) $3,180 Shares 60,869 Est. Cost $10.60 Unrealized +306.4%
STAG STAG INDL INC COM 1.1%
Value ($000) $3,064 Shares 97,818 Est. Cost $31.32 Unrealized
AMGN AMGEN INC COM 1.0%
Value ($000) $2,880 Shares 12,524 Est. Cost $91.83 Unrealized +113.8%
NOK NOKIA CORP SPONSORED ADR 1.0%
Value ($000) $2,784 Shares 711,949 Est. Cost $4.15 Unrealized
INTU INTUIT COM 0.9%
Value ($000) $2,630 Shares 6,923 Est. Cost $64.10 Unrealized +430.9%
UMPQUA HLDGS CORP COM 0.9%
Value ($000) $2,615 Shares 172,749 Est. Cost $10.86 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.9%
Value ($000) $2,609 Shares 21,892 Est. Cost $86.38 Unrealized +27.9%
ALC ALCON AG ORD SHS 0.9%
Value ($000) $2,477 Shares 37,547 Est. Cost $57.12 Unrealized +8.0%
NVO NOVO-NORDISK A S ADR 0.9%
Value ($000) $2,372 Shares 33,962 Est. Cost $50.87 Unrealized
BDX BECTON DICKINSON & CO COM 0.8%
Value ($000) $2,230 Shares 8,913 Est. Cost $79.22 Unrealized +170.9%
UTMD UTAH MED PRODS INC COM 0.8%
Value ($000) $2,159 Shares 25,606 Est. Cost $56.77 Unrealized +50.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.7%
Value ($000) $2,082 Shares 13,566 Est. Cost $38.80 Unrealized +259.2%
HAIN HAIN CELESTIAL GROUP INC 0.7%
Value ($000) $1,987 Shares 49,488 Est. Cost $27.88 Unrealized +30.4%
EXPD EXPEDITORS INTL WASH INC COM 0.7%
Value ($000) $1,947 Shares 20,469 Est. Cost $33.54 Unrealized +155.6%
WLY WILEY JOHN & SONS INC CL A 0.7%
Value ($000) $1,934 Shares 42,360 Est. Cost $30.45 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.7%
Value ($000) $1,920 Shares 9,419 Est. Cost $50.28 Unrealized +260.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value ($000) $1,732 Shares 3,718 Est. Cost $87.30 Unrealized +429.9%
SYK STRYKER CORPORATION COM 0.6%
Value ($000) $1,685 Shares 6,875 Est. Cost $62.17 Unrealized +245.1%
FSLR FIRST SOLAR INC COM 0.6%
Value ($000) $1,612 Shares 16,295 Est. Cost $47.01 Unrealized +84.5%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,416 Shares 9,547 Est. Cost $72.03 Unrealized +68.3%
MAA MID-AMER APT CMNTYS INC COM 0.5%
Value ($000) $1,304 Shares 10,293 Est. Cost $71.31 Unrealized +45.3%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,265 Shares 27,148 Est. Cost $39.00 Unrealized -13.2%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,200 Shares 20,432 Est. Cost $28.30 Unrealized +55.4%
HD HOME DEPOT INC 0.4%
Value ($000) $1,188 Shares 4,473 Est. Cost $81.40 Unrealized +197.9%
MMM 3M CO COM 0.4%
Value ($000) $1,103 Shares 6,308 Est. Cost $101.36 Unrealized +15.9%
HIW HIGHWOODS PPTYS INC COM 0.4%
Value ($000) $1,081 Shares 27,283 Est. Cost $43.21 Unrealized
MRK MERCK & CO. INC COM 0.4%
Value ($000) $1,036 Shares 12,669 Est. Cost $43.42 Unrealized +49.4%
HMS HLDGS CORP COM 0.4%
Value ($000) $1,035 Shares 28,165 Est. Cost $25.33 Unrealized
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $963 Shares 8,328 Est. Cost $70.70 Unrealized +38.9%
AGI ALAMOS GOLD INC NEW COM CL A 0.3%
Value ($000) $945 Shares 108,000 Est. Cost $5.80 Unrealized +46.6%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.3%
Value ($000) $940 Shares 7,075 Est. Cost $105.95 Unrealized +15.3%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $912 Shares 13,652 Est. Cost $40.09 Unrealized +43.2%
KAI KADANT INC COM 0.3%
Value ($000) $891 Shares 6,323 Est. Cost $40.14 Unrealized +208.8%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $846 Shares 4,669 Est. Cost $65.51 Unrealized +114.1%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $816 Shares 15,105 Est. Cost $16.53 Unrealized +166.9%
WTRG ESSENTIAL UTILS INC COM 0.3%
Value ($000) $806 Shares 17,050 Est. Cost $47.18 Unrealized -5.9%
MSEX MIDDLESEX WTR CO COM 0.3%
Value ($000) $774 Shares 10,680 Est. Cost $23.46 Unrealized +194.8%
GOOGL ALPHABET CLASS A 0.3%
Value ($000) $768 Shares 438 Est. Cost $36.75 Unrealized +127.2%
HLIO HELIOS TECHNOLOGIES INC COM 0.3%
Value ($000) $697 Shares 13,079 Est. Cost $46.71 Unrealized +0.7%
PFE PFIZER INC COM 0.2%
Value ($000) $688 Shares 18,703 Est. Cost $18.78 Unrealized +52.5%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $673 Shares 4,784 Est. Cost $10.91 Unrealized +135.9%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $673 Shares 1,800 Est. Cost $212.27 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $661 Shares 4,030 Est. Cost $41.69 Unrealized +222.8%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $660 Shares 12,440 Est. Cost $15.92 Unrealized +166.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $623 Shares 2,687 Est. Cost $155.74 Unrealized +41.4%
INTC INTEL CORP COM 0.2%
Value ($000) $613 Shares 12,300 Est. Cost $40.35 Unrealized +9.1%
BARRICK GOLD CORP COM 0.2%
Value ($000) $613 Shares 26,925 Est. Cost $14.35 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.2%
Value ($000) $606 Shares 8,600 Est. Cost $45.56 Unrealized +44.0%
AYI ACUITY BRANDS INC COM 0.2%
Value ($000) $604 Shares 4,987 Est. Cost $105.69 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $560 Shares 3,319 Est. Cost $95.89 Unrealized +47.4%
HL HECLA MNG CO COM 0.2%
Value ($000) $551 Shares 85,000 Est. Cost $2.66 Unrealized +95.1%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $533 Shares 4,502 Est. Cost $68.24 Unrealized +56.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $530 Shares 9,598 Est. Cost $55.22 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $521 Shares 7,021 Est. Cost $27.22 Unrealized +120.5%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $510 Shares 5,118 Est. Cost $73.01 Unrealized +19.8%
PAAS PAN AMERN SILVER CORP COM 0.2%
Value ($000) $438 Shares 12,700 Est. Cost $15.27 Unrealized +111.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $430 Shares 525 Est. Cost $169.46 Unrealized +46.5%
T AT&T INC COM 0.2%
Value ($000) $422 Shares 14,683 Est. Cost $13.67 Unrealized +12.5%
TGT TARGET CORP COM 0.2%
Value ($000) $422 Shares 2,393 Est. Cost $74.92 Unrealized +93.4%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $415 Shares 7,123 Est. Cost $62.05 Unrealized -20.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $410 Shares 7,821 Est. Cost $37.41 Unrealized +11.4%
KIRKLAND LAKE GOLD LTD COM 0.1%
Value ($000) $407 Shares 9,850 Est. Cost $39.01 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $400 Shares 2,550 Est. Cost $76.44 Unrealized +83.9%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $394 Shares 3,262 Est. Cost $91.92 Unrealized +13.0%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $388 Shares 3,885 Est. Cost $76.42 Unrealized +6.4%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $384 Shares 3,275 Est. Cost $83.44 Unrealized +13.9%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $371 Shares 114 Est. Cost $93.12 Unrealized +71.4%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $371 Shares 3,983 Est. Cost $66.68 Unrealized +15.4%
AGZ ISHARES AGENCY BOND ETF 0.1%
Value ($000) $358 Shares 2,994 Est. Cost $116.13 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $352 Shares 5,678 Est. Cost $42.31 Unrealized +18.2%
NEM NEWMONT CORP COM 0.1%
Value ($000) $347 Shares 5,800 Est. Cost $44.57 Unrealized +17.5%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $338 Shares 3,367 Est. Cost $60.67 Unrealized +39.8%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $333 Shares 1,980 Est. Cost $67.39 Unrealized +103.1%
CITRIX SYS INC COM 0.1%
Value ($000) $328 Shares 2,520 Est. Cost $62.84 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $325 Shares 2,300 Est. Cost $53.06 Unrealized +132.2%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $320 Shares 4,033 Est. Cost $18.09 Unrealized +105.5%
UNP UNION PAC CORP COM 0.1%
Value ($000) $315 Shares 1,513 Est. Cost $128.24 Unrealized +38.8%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $312 Shares 4,048 Est. Cost $57.36 Unrealized +14.4%
KO COCA COLA CO COM 0.1%
Value ($000) $310 Shares 5,648 Est. Cost $32.62 Unrealized +35.7%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $305 Shares 1,203 Est. Cost $253.53 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $301 Shares 7,550 Est. Cost $67.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $301 Shares 2,390 Est. Cost $106.05 Unrealized -11.9%
BHB BAR HBR BANKSHARES COM 0.1%
Value ($000) $298 Shares 13,176 Est. Cost $15.42 Unrealized +20.1%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $297 Shares 2,251 Est. Cost $89.02 Unrealized +29.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $295 Shares 5,900 Est. Cost $44.20 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.1%
Value ($000) $289 Shares 4,685 Est. Cost $61.69 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $289 Shares 920 Est. Cost $199.99 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $288 Shares 2,690 Est. Cost $46.22 Unrealized +70.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $277 Shares 612 Est. Cost $24.97 Unrealized +20.9%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $270 Shares 716 Est. Cost $223.00 Unrealized +55.8%
AFL AFLAC INC COM 0.1%
Value ($000) $270 Shares 6,077 Est. Cost $42.85 Unrealized -15.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $263 Shares 1,636 Est. Cost $89.62 Unrealized +65.2%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $262 Shares 3,005 Est. Cost $54.44 Unrealized +53.1%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $261 Shares 500 Est. Cost $4.12 Unrealized +224.4%
ABT ABBOTT LABS COM 0.1%
Value ($000) $259 Shares 2,364 Est. Cost $36.67 Unrealized +170.7%
AG FIRST MAJESTIC SILVER CORP COM 0.1%
Value ($000) $258 Shares 19,200 Est. Cost $8.97 Unrealized +21.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $258 Shares 1,102 Est. Cost $106.56 Unrealized +94.0%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $256 Shares 2,155 Est. Cost $118.79 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $255 Shares 8,118 Est. Cost $31.29 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $246 Shares 1,750 Est. Cost $115.87 Unrealized -0.2%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $245 Shares 215 Est. Cost $752.79 Unrealized +45.7%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $245 Shares 140 Est. Cost $37.74 Unrealized +121.9%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $245 Shares 1,480 Est. Cost $187.77 Unrealized -9.6%
ANSYS INC COM 0.1%
Value ($000) $241 Shares 662 Est. Cost $206.11 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $230 Shares 2,595 Est. Cost $88.63 Unrealized
CDE COEUR MNG INC COM NEW 0.1%
Value ($000) $228 Shares 22,000 Est. Cost $4.74 Unrealized +73.2%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $225 Shares 1,767 Est. Cost $72.60 Unrealized +35.2%
WAT WATERS CORP COM 0.1%
Value ($000) $224 Shares 905 Est. Cost $97.66 Unrealized +132.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $216 Shares 3,165 Est. Cost $59.08 Unrealized -6.5%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $216 Shares 20,043 Est. Cost $15.53 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $213 Shares 1,400 Est. Cost $90.02 Unrealized +45.5%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $207 Shares 900 Est. Cost $190.13 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $205 Shares 790 Est. Cost $148.07 Unrealized +69.6%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $201 Shares 907 Est. Cost $119.48 Unrealized +64.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $195 Shares 2,340 Est. Cost $82.62 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $194 Shares 1,596 Est. Cost $76.89 Unrealized +48.9%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $194 Shares 1,090 Est. Cost $148.16 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $191 Shares 4,640 Est. Cost $55.27 Unrealized -45.1%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $189 Shares 1,404 Est. Cost $87.43 Unrealized +32.6%
KMX CARMAX INC COM 0.1%
Value ($000) $189 Shares 2,000 Est. Cost $78.21 Unrealized +19.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $188 Shares 687 Est. Cost $116.75 Unrealized +112.0%
LKFN LAKELAND FINL CORP COM 0.1%
Value ($000) $182 Shares 3,395 Est. Cost $36.85 Unrealized +19.1%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $182 Shares 875 Est. Cost $190.77 Unrealized -5.9%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $175 Shares 859 Est. Cost $167.64 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.1%
Value ($000) $174 Shares 2,794 Est. Cost $62.28 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $164 Shares 4,896 Est. Cost $22.36 Unrealized +9.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $161 Shares 1,377 Est. Cost $115.10 Unrealized
WAB WABTEC COM 0.1%
Value ($000) $156 Shares 2,127 Est. Cost $50.48 Unrealized +31.6%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $154 Shares 1,670 Est. Cost $56.41 Unrealized +45.5%
TNC TENNANT CO COM 0.1%
Value ($000) $152 Shares 2,161 Est. Cost $41.41 Unrealized +47.7%
V VISA INC COM CL A 0.1%
Value ($000) $152 Shares 694 Est. Cost $157.83 Unrealized +25.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $152 Shares 1,100 Est. Cost $41.07 Unrealized +36.9%
EXK ENDEAVOUR SILVER CORP COM 0.1%
Value ($000) $151 Shares 30,000 Est. Cost $1.73 Unrealized +114.0%
PRETIUM RES INC COM 0.1%
Value ($000) $149 Shares 13,000 Est. Cost $11.36 Unrealized
CREE INC COM 0.1%
Value ($000) $148 Shares 1,400 Est. Cost $42.79 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $146 Shares 2,352 Est. Cost $62.07 Unrealized
GRNB VANECK VECTORS GREEN BOND ETF 0.1%
Value ($000) $144 Shares 5,139 Est. Cost $27.46 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $142 Shares 725 Est. Cost $141.83 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $142 Shares 661 Est. Cost $99.08 Unrealized +95.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $138 Shares 1,931 Est. Cost $73.52 Unrealized -20.5%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $138 Shares 648 Est. Cost $105.97 Unrealized +54.5%
WMT WALMART INC COM 0.0%
Value ($000) $137 Shares 949 Est. Cost $29.67 Unrealized +52.5%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $136 Shares 2,650 Est. Cost $24.89 Unrealized +25.1%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $135 Shares 2,493 Est. Cost $39.74 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $134 Shares 566 Est. Cost $165.74 Unrealized +23.5%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $134 Shares 1,335 Est. Cost $61.65 Unrealized +25.6%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $132 Shares 740 Est. Cost $122.71 Unrealized +8.9%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $127 Shares 2,775 Est. Cost $39.51 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $125 Shares 2,550 Est. Cost $40.55 Unrealized -4.8%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $125 Shares 1,553 Est. Cost $58.92 Unrealized +20.6%
IDA IDACORP INC COM 0.0%
Value ($000) $122 Shares 1,270 Est. Cost $57.01 Unrealized +59.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $118 Shares 331 Est. Cost $284.43 Unrealized +13.7%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $118 Shares 161 Est. Cost $178.59 Unrealized +26.9%
FORTUNA SILVER MINES INC COM 0.0%
Value ($000) $115 Shares 14,000 Est. Cost $5.07 Unrealized
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $113 Shares 3,525 Est. Cost $28.65 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $113 Shares 4,579 Est. Cost $16.57 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $112 Shares 6,275 Est. Cost $14.65 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $104 Shares 1,292 Est. Cost $50.92 Unrealized +31.2%
VANECK VECTORS MUNI ALLOCATION ETF 0.0%
Value ($000) $103 Shares 4,125 Est. Cost $24.24 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $102 Shares 7,500 Est. Cost $12.13 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $101 Shares 697 Est. Cost $90.41 Unrealized +39.3%
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $100 Shares 1,700 Est. Cost $58.86 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $99 Shares 6,045 Est. Cost $16.21 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $98 Shares 918 Est. Cost $64.49 Unrealized +32.0%
CERNER CORP COM 0.0%
Value ($000) $98 Shares 1,250 Est. Cost $53.10 Unrealized
NUGT DIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES 0.0%
Value ($000) $97 Shares 1,400 Est. Cost $69.29 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $95 Shares 3,456 Est. Cost $19.85 Unrealized +4.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $93 Shares 1,351 Est. Cost $67.53 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $91 Shares 616 Est. Cost $103.80 Unrealized +23.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $88 Shares 400 Est. Cost $161.77 Unrealized +11.8%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $88 Shares 3,000 Est. Cost $22.98 Unrealized -3.7%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $88 Shares 810 Est. Cost $108.04 Unrealized -9.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $88 Shares 677 Est. Cost $129.99 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $86 Shares 2,848 Est. Cost $36.68 Unrealized -37.2%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $84 Shares 993 Est. Cost $65.31 Unrealized -0.4%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $84 Shares 916 Est. Cost $88.31 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $83 Shares 1,726 Est. Cost $40.89 Unrealized -12.8%
MAS MASCO CORP COM 0.0%
Value ($000) $82 Shares 1,500 Est. Cost $27.68 Unrealized +81.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $82 Shares 250 Est. Cost $137.87 Unrealized +134.4%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $79 Shares 2,180 Est. Cost $29.51 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $79 Shares 529 Est. Cost $75.18 Unrealized +41.6%
HPQ HP INC COM 0.0%
Value ($000) $79 Shares 3,200 Est. Cost $16.44 Unrealized +7.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $47.05 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $78 Shares 221 Est. Cost $273.51 Unrealized +12.7%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $78 Shares 504 Est. Cost $113.51 Unrealized +17.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $77 Shares 445 Est. Cost $124.23 Unrealized +29.9%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $75 Shares 1,200 Est. Cost $53.33 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $74 Shares 680 Est. Cost $92.35 Unrealized +0.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $74 Shares 759 Est. Cost $96.18 Unrealized
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $73 Shares 1,355 Est. Cost $37.11 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $73 Shares 570 Est. Cost $119.24 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $72 Shares 370 Est. Cost $166.10 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $71 Shares 300 Est. Cost $174.82 Unrealized +31.2%
AMERICAN CAMPUS CMNTYS INC COM 0.0%
Value ($000) $71 Shares 1,650 Est. Cost $39.32 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $69 Shares 1,831 Est. Cost $18.33 Unrealized +84.5%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $68 Shares 5,500 Est. Cost $11.20 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $68 Shares 963 Est. Cost $50.50 Unrealized -0.4%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $67 Shares 300 Est. Cost $166.67 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $67 Shares 743 Est. Cost $21.02 Unrealized +27.5%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $67 Shares 300 Est. Cost $51.03 Unrealized +340.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $66 Shares 1,640 Est. Cost $45.59 Unrealized -32.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $66 Shares 153 Est. Cost $341.35 Unrealized +16.7%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $65 Shares 750 Est. Cost $86.67 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $65 Shares 182 Est. Cost $34.91 Unrealized +33.8%
ORCL ORACLE CORP COM 0.0%
Value ($000) $64 Shares 986 Est. Cost $49.09 Unrealized +13.1%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $63 Shares 281 Est. Cost $169.39 Unrealized +41.8%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $63 Shares 895 Est. Cost $86.39 Unrealized -44.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $62 Shares 916 Est. Cost $48.39 Unrealized +24.2%
MCEWEN MNG INC COM 0.0%
Value ($000) $61 Shares 62,000 Est. Cost $0.98 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $60 Shares 120 Est. Cost $303.58 Unrealized +59.1%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $59 Shares 383 Est. Cost $122.96 Unrealized +10.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $58 Shares 815 Est. Cost $23.61 Unrealized +0.4%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $57 Shares 1,500 Est. Cost $38.00 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $57 Shares 26,000 Est. Cost $2.03 Unrealized 0.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $57 Shares 1,109 Est. Cost $32.48 Unrealized +30.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $57 Shares 1,540 Est. Cost $39.19 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $56 Shares 1,120 Est. Cost $28.10 Unrealized +66.2%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.0%
Value ($000) $56 Shares 623 Est. Cost $89.89 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $55 Shares 1,300 Est. Cost $39.50 Unrealized -16.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $55 Shares 500 Est. Cost $72.47 Unrealized +35.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $54 Shares 457 Est. Cost $88.88 Unrealized +20.9%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $54 Shares 500 Est. Cost $84.46 Unrealized +18.9%
CHANGE HEALTHCARE INC COM 0.0%
Value ($000) $54 Shares 2,875 Est. Cost $18.78 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $52 Shares 252 Est. Cost $206.35 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $50 Shares 381 Est. Cost $108.51 Unrealized +1.5%
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 0.0%
Value ($000) $50 Shares 1,900 Est. Cost $23.16 Unrealized
INARI MED INC COM 0.0%
Value ($000) $50 Shares 568 Est. Cost $49.30 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $46 Shares 3,370 Est. Cost $9.94 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $46 Shares 125 Est. Cost $279.63 Unrealized +14.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $46 Shares 551 Est. Cost $57.29 Unrealized +5.3%
DOW DOW INC COM 0.0%
Value ($000) $45 Shares 815 Est. Cost $34.67 Unrealized +12.6%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $45 Shares 7,320 Est. Cost $6.15 Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $43 Shares 476 Est. Cost $56.93 Unrealized +28.9%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $42 Shares 100 Est. Cost $323.46 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $41 Shares 440 Est. Cost $57.58 Unrealized +50.7%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $41 Shares 445 Est. Cost $92.13 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $40 Shares 260 Est. Cost $115.38 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $40 Shares 1,335 Est. Cost $24.57 Unrealized -6.9%
SMB VANECK VECTORS SHORT MUNI ETF 0.0%
Value ($000) $40 Shares 2,216 Est. Cost $18.05 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $39 Shares 212 Est. Cost $111.50 Unrealized +38.1%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $39 Shares 115 Est. Cost $98.68 Unrealized +351.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $38 Shares 3,200 Est. Cost $11.58 Unrealized -22.4%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $37 Shares 699 Est. Cost $19.68 Unrealized +103.1%
ELV ANTHEM INC COM 0.0%
Value ($000) $36 Shares 111 Est. Cost $249.81 Unrealized +14.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 401 Est. Cost $89.78 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $36 Shares 80 Est. Cost $267.10 Unrealized +39.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $34 Shares 600 Est. Cost $44.44 Unrealized +26.4%
L LOEWS CORP COM 0.0%
Value ($000) $34 Shares 763 Est. Cost $45.69 Unrealized -13.7%
VTRS VIATRIS INC COM 0.0%
Value ($000) $33 Shares 1,762 Est. Cost $13.33 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $33 Shares 659 Est. Cost $33.79 Unrealized +12.4%
TSLA TESLA INC COM 0.0%
Value ($000) $32 Shares 45 Est. Cost $98.76 Unrealized +72.8%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $32 Shares 90 Est. Cost $355.56 Unrealized
LTC LTC PPTYS INC COM 0.0%
Value ($000) $32 Shares 835 Est. Cost $44.77 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $32 Shares 1,050 Est. Cost $24.36 Unrealized -2.9%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $32 Shares 198 Est. Cost $161.62 Unrealized
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $32 Shares 760 Est. Cost $39.55 Unrealized -2.6%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $31 Shares 208 Est. Cost $76.00 Unrealized +50.5%
BBY BEST BUY INC COM 0.0%
Value ($000) $30 Shares 300 Est. Cost $49.67 Unrealized +81.1%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $30 Shares 86 Est. Cost $268.49 Unrealized +29.3%
BLACKROCK INC COM 0.0%
Value ($000) $29 Shares 40 Est. Cost $404.83 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $29 Shares 70 Est. Cost $270.51 Unrealized +37.3%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $27 Shares 375 Est. Cost $41.02 Unrealized +72.1%
AVGO BROADCOM INC COM 0.0%
Value ($000) $27 Shares 62 Est. Cost $25.95 Unrealized +34.2%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $26 Shares 415 Est. Cost $50.06 Unrealized +4.6%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $26 Shares 200 Est. Cost $110.44 Unrealized +9.3%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO 0.0%
Value ($000) $26 Shares 210 Est. Cost $123.81 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $26 Shares 225 Est. Cost $115.56 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $25 Shares 202 Est. Cost $123.76 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $25 Shares 475 Est. Cost $52.22 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $25 Shares 320 Est. Cost $77.11 Unrealized 0.0%
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.0%
Value ($000) $25 Shares 600 Est. Cost $33.02 Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $56.14 Unrealized +23.0%
PEN PENUMBRA INC COM 0.0%
Value ($000) $24 Shares 137 Est. Cost $168.48 Unrealized +30.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $24 Shares 107 Est. Cost $197.22 Unrealized +1.3%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $23 Shares 348 Est. Cost $66.09 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $23 Shares 380 Est. Cost $60.53 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $23 Shares 250 Est. Cost $80.00 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $23 Shares 150 Est. Cost $128.41 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $22 Shares 122 Est. Cost $153.38 Unrealized +9.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 116 Est. Cost $165.97 Unrealized -0.7%
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $22 Shares 245 Est. Cost $89.05 Unrealized
NEUBASE THERAPEUTICS INC COM 0.0%
Value ($000) $22 Shares 3,100 Est. Cost $7.10 Unrealized
MNOV MEDICINOVA INC COM NEW 0.0%
Value ($000) $22 Shares 4,165 Est. Cost $5.73 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $21 Shares 140 Est. Cost $75.83 Unrealized +59.8%
2U INC COM 0.0%
Value ($000) $20 Shares 494 Est. Cost $38.46 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $20 Shares 510 Est. Cost $26.56 Unrealized +27.1%
INTERCEPT PHARMACEUTICALS INC COM 0.0%
Value ($000) $18 Shares 710 Est. Cost $25.35 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $18 Shares 125 Est. Cost $127.48 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $18 Shares 197 Est. Cost $54.01 Unrealized +59.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $18 Shares 451 Est. Cost $33.13 Unrealized -19.4%
FINX GLOBAL X FINTECH THEMATIC ETF 0.0%
Value ($000) $18 Shares 375 Est. Cost $48.00 Unrealized
SOCL GLOBAL X SOCIAL MEDIA INDEX FUND 0.0%
Value ($000) $17 Shares 270 Est. Cost $62.96 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $17 Shares 800 Est. Cost $12.38 Unrealized +46.4%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $17 Shares 110 Est. Cost $163.64 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $16 Shares 181 Est. Cost $41.40 Unrealized +70.8%
CBT CABOT CORP COM 0.0%
Value ($000) $16 Shares 362 Est. Cost $41.63 Unrealized -10.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $16 Shares 102 Est. Cost $124.71 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $16 Shares 142 Est. Cost $133.80 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $56.82 Unrealized +1.2%
ROST ROSS STORES INC COM 0.0%
Value ($000) $15 Shares 125 Est. Cost $84.86 Unrealized +16.8%
XYL XYLEM INC COM 0.0%
Value ($000) $14 Shares 141 Est. Cost $73.46 Unrealized +20.6%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $14 Shares 64 Est. Cost $218.75 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $14 Shares 51 Est. Cost $244.52 Unrealized +11.8%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $14 Shares 42 Est. Cost $306.09 Unrealized +2.8%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $13 Shares 40 Est. Cost $325.00 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $13 Shares 105 Est. Cost $82.63 Unrealized +25.7%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $13 Shares 385 Est. Cost $31.19 Unrealized 0.0%
MASI MASIMO CORP COM 0.0%
Value ($000) $13 Shares 49 Est. Cost $224.17 Unrealized +11.2%
ACES ALPS CLEAN ENERGY ETF 0.0%
Value ($000) $13 Shares 156 Est. Cost $83.33 Unrealized
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $12 Shares 450 Est. Cost $47.06 Unrealized -47.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $12 Shares 200 Est. Cost $44.80 Unrealized +11.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 108 Est. Cost $83.33 Unrealized
NATUS MED INC DEL COM 0.0%
Value ($000) $12 Shares 600 Est. Cost $33.65 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 222 Est. Cost $49.55 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 192 Est. Cost $57.29 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $131.23 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $37.69 Unrealized +56.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $10 Shares 39 Est. Cost $212.28 Unrealized +5.1%
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $53.34 Unrealized +5.9%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 447 Est. Cost $20.13 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $9 Shares 188 Est. Cost $37.07 Unrealized -0.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $9 Shares 17 Est. Cost $49.77 Unrealized +1.9%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $9 Shares 270 Est. Cost $33.33 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $9 Shares 26 Est. Cost $307.69 Unrealized
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.00 Unrealized
XILINX INC COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $79.37 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $9 Shares 14 Est. Cost $489.07 Unrealized +30.2%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $9 Shares 210 Est. Cost $38.10 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $9 Shares 57 Est. Cost $127.95 Unrealized -0.1%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $9 Shares 90 Est. Cost $65.73 Unrealized +35.0%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $8 Shares 22 Est. Cost $363.64 Unrealized
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $85.21 Unrealized +1.7%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $8 Shares 125 Est. Cost $42.37 Unrealized 0.0%
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $8 Shares 120 Est. Cost $66.67 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $8 Shares 298 Est. Cost $26.85 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $8 Shares 136 Est. Cost $57.22 Unrealized -16.9%
ERTH INVESCO CLEANTECH ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.0%
Value ($000) $8 Shares 45 Est. Cost $177.78 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $89.59 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $7 Shares 74 Est. Cost $68.83 Unrealized +5.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $7 Shares 62 Est. Cost $125.00 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 324 Est. Cost $21.60 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 26 Est. Cost $269.23 Unrealized
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF 0.0%
Value ($000) $7 Shares 271 Est. Cost $25.83 Unrealized
RENEWABLE ENERGY GROUP INC COM NEW 0.0%
Value ($000) $7 Shares 98 Est. Cost $51.02 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $7 Shares 89 Est. Cost $78.65 Unrealized
CORE LABORATORIES N V COM 0.0%
Value ($000) $7 Shares 262 Est. Cost $11.45 Unrealized
COCRYSTAL PHARMA INC COM 0.0%
Value ($000) $7 Shares 5,000 Est. Cost $1.40 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $57.65 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $170.43 Unrealized +12.8%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $6 Shares 35 Est. Cost $171.43 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $174.93 Unrealized +0.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.25 Unrealized +44.6%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $6 Shares 34 Est. Cost $176.47 Unrealized
IGPT INVESCO DYNAMIC SOFTWARE ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $150.00 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $6 Shares 249 Est. Cost $15.88 Unrealized +24.7%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $5 Shares 12 Est. Cost $333.33 Unrealized
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $5 Shares 91 Est. Cost $54.95 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $111.00 Unrealized -5.7%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 250 Est. Cost $36.00 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $5 Shares 144 Est. Cost $34.02 Unrealized -24.9%
EVX VANECK VECTORS ENVIRONMENTAL SERVICES ETF 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.83 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $318.96 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $5 Shares 53 Est. Cost $61.00 Unrealized +27.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.68 Unrealized 0.0%
BGRN ISHARES GLOBAL GREEN BOND ETF 0.0%
Value ($000) $5 Shares 93 Est. Cost $53.76 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $5 Shares 94 Est. Cost $63.83 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $23.53 Unrealized
XITK SPDR FACTSET INNOVATIVE TECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $93.31 Unrealized +16.7%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $58.87 Unrealized +10.4%
MCO MOODYS CORP COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $272.91 Unrealized -1.8%
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $3 Shares 580 Est. Cost $5.17 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
WDFC WD-40 CO COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $180.27 Unrealized +23.8%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 350 Est. Cost $8.43 Unrealized 0.0%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $10.42 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $187.50 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.46 Unrealized -16.8%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $126.29 Unrealized +15.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $64.74 Unrealized +8.1%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $2 Shares 14 Est. Cost $88.70 Unrealized +33.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $182.81 Unrealized +26.6%
BMI BADGER METER INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.29 Unrealized +25.4%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $211.77 Unrealized -4.0%