Edge Wealth Management LLC Diversified Active

CIK: 0001567163 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 9, 2021

Total Value ($000): $470,533 (100.0% shares, 0.0% debt)

Holdings (436)

PFF ISHARES PREFERRED INCOMESEC ETF 10.6%
Value ($000) $49,862 Shares 1,298,494 Est. Cost $33.41 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $25,843 Shares 211,569 Est. Cost $81.99 Unrealized +52.5%
IWM ISHARES RUSSELL 2000 ETF 4.5%
Value ($000) $21,390 Shares 96,815 Est. Cost $170.43 Unrealized
GOOGL ALPHABET INC. CLASS A 4.4%
Value ($000) $20,795 Shares 10,083 Est. Cost $38.61 Unrealized +153.7%
MSFT MICROSOFT CORP 4.4%
Value ($000) $20,708 Shares 87,831 Est. Cost $51.85 Unrealized +329.9%
PYPL PAYPAL HOLDINGS INCORPOR 3.5%
Value ($000) $16,662 Shares 68,613 Est. Cost $103.75 Unrealized +142.8%
DIS WALT DISNEY CO 2.9%
Value ($000) $13,829 Shares 74,947 Est. Cost $115.54 Unrealized +55.9%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $13,542 Shares 82,395 Est. Cost $90.62 Unrealized +55.4%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $13,293 Shares 87,323 Est. Cost $64.15 Unrealized +98.4%
VZ VERIZON COMMUNICATN 2.6%
Value ($000) $12,379 Shares 212,874 Est. Cost $41.52 Unrealized +1.8%
HON HONEYWELL INTL INC 2.6%
Value ($000) $12,234 Shares 56,361 Est. Cost $120.93 Unrealized +46.1%
BLACKROCK INC 2.5%
Value ($000) $11,600 Shares 15,386 Est. Cost $449.81 Unrealized
WM WASTE MANAGEMENT INC 2.4%
Value ($000) $11,083 Shares 85,904 Est. Cost $95.05 Unrealized +13.8%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.3%
Value ($000) $10,674 Shares 41,783 Est. Cost $153.26 Unrealized +58.5%
WMT WALMART INC 2.2%
Value ($000) $10,481 Shares 77,162 Est. Cost $32.09 Unrealized +35.0%
MRK MERCK & CO. INC. 2.2%
Value ($000) $10,402 Shares 134,929 Est. Cost $45.66 Unrealized +38.1%
PFE PFIZER INC 2.2%
Value ($000) $10,168 Shares 280,640 Est. Cost $20.76 Unrealized +35.1%
GD GENERAL DYNAMICS CO 2.1%
Value ($000) $10,028 Shares 55,233 Est. Cost $118.33 Unrealized +24.2%
PSA PUBLIC STORAGE REIT 2.1%
Value ($000) $9,784 Shares 39,650 Est. Cost $171.95 Unrealized +9.5%
PG PROCTER & GAMBLE 1.8%
Value ($000) $8,374 Shares 61,830 Est. Cost $86.37 Unrealized +33.9%
CRM SALESFORCE COM 1.8%
Value ($000) $8,343 Shares 39,380 Est. Cost $174.46 Unrealized +26.1%
CERNER CORP 1.7%
Value ($000) $8,086 Shares 112,500 Est. Cost $63.91 Unrealized
PPG PPG INDUSTRIES INC 1.6%
Value ($000) $7,753 Shares 51,596 Est. Cost $108.43 Unrealized +20.0%
KO THE COCA-COLA CO 1.6%
Value ($000) $7,556 Shares 143,352 Est. Cost $44.49 Unrealized -2.5%
CAT CATERPILLAR INC 1.5%
Value ($000) $7,235 Shares 31,204 Est. Cost $117.88 Unrealized +60.4%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 1.5%
Value ($000) $6,856 Shares 314,929 Est. Cost $21.16 Unrealized
PEG PUB SVC ENTERPISE GP 1.4%
Value ($000) $6,750 Shares 112,114 Est. Cost $45.35 Unrealized +7.9%
MCD MCDONALDS CORP 1.2%
Value ($000) $5,583 Shares 24,910 Est. Cost $161.44 Unrealized +18.5%
MDT MEDTRONIC PLC F 1.1%
Value ($000) $5,096 Shares 43,139 Est. Cost $90.48 Unrealized +12.4%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $4,243 Shares 82,063 Est. Cost $30.54 Unrealized +33.0%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.9%
Value ($000) $4,008 Shares 185,235 Est. Cost $21.42 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 0.8%
Value ($000) $3,840 Shares 49,690 Est. Cost $58.90 Unrealized +10.8%
ADPT ADAPTIVE BIOTECHNOLOGIES 0.8%
Value ($000) $3,623 Shares 90,000 Est. Cost $27.89 Unrealized +94.0%
AMZN AMAZON.COM INC 0.8%
Value ($000) $3,540 Shares 1,144 Est. Cost $57.83 Unrealized +174.1%
META FACEBOOK INC CLASS A 0.7%
Value ($000) $3,475 Shares 11,798 Est. Cost $183.97 Unrealized +45.3%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.7%
Value ($000) $3,472 Shares 156,617 Est. Cost $22.22 Unrealized
ANNALY CAPITA 6.95pcnt PFDPFD SER F 0.7%
Value ($000) $3,450 Shares 137,990 Est. Cost $24.51 Unrealized
AGNC INVESTMENT 7pcnt PFDPFD SER C 0.7%
Value ($000) $3,070 Shares 121,055 Est. Cost $24.21 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $2,901 Shares 45,335 Est. Cost $33.67 Unrealized +60.7%
CVS CVS HEALTH CORP 0.6%
Value ($000) $2,748 Shares 36,528 Est. Cost $53.67 Unrealized +16.0%
EPD ENTERPRISE PRODS PART LP 0.6%
Value ($000) $2,685 Shares 121,923 Est. Cost $15.48 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $2,332 Shares 60,265 Est. Cost $20.96 Unrealized +46.2%
BP BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.5%
Value ($000) $2,212 Shares 90,842 Est. Cost $36.41 Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $2,209 Shares 5,573 Est. Cost $293.75 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.4%
Value ($000) $1,951 Shares 92,344 Est. Cost $21.23 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.4%
Value ($000) $1,882 Shares 37,605 Est. Cost $39.30 Unrealized
BANK OF AMER 5.875pcnt PFDPFD SER HH 0.4%
Value ($000) $1,854 Shares 67,930 Est. Cost $25.25 Unrealized
PGX INVESCO PREFERRED ETF 0.4%
Value ($000) $1,730 Shares 115,335 Est. Cost $13.86 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,423 Shares 2,131 Est. Cost $101.10 Unrealized +148.3%
BA BOEING CO 0.3%
Value ($000) $1,329 Shares 5,217 Est. Cost $217.29 Unrealized +2.3%
PIMCO STRATEGIC INCOME C 0.3%
Value ($000) $1,290 Shares 175,975 Est. Cost $6.47 Unrealized
AGNC A G N C INVESTMENT CORP REIT 0.3%
Value ($000) $1,230 Shares 73,390 Est. Cost $11.68 Unrealized
AVADEL PHARMACEUTICALS FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1,175 Shares 130,000 Est. Cost $6.50 Unrealized
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $1,150 Shares 37,719 Est. Cost $19.98 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,148 Shares 8,118 Est. Cost $96.21 Unrealized +22.6%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,135 Shares 9,947 Est. Cost $94.01 Unrealized
DOMINION ENERGY 5.25pcntPFD DUE 07/30/76SUBJ TO XTRO REDEMPTION 0.2%
Value ($000) $1,104 Shares 43,212 Est. Cost $24.88 Unrealized
HLF HERBALIFE NUTRITION LT F 0.2%
Value ($000) $853 Shares 19,218 Est. Cost $49.04 Unrealized +0.6%
ANNALY CAPITAL MGMT REIT 0.2%
Value ($000) $720 Shares 83,687 Est. Cost $7.20 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $611 Shares 5,833 Est. Cost $81.04 Unrealized -1.8%
XLE ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $598 Shares 12,186 Est. Cost $37.99 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $585 Shares 2,653 Est. Cost $77.58 Unrealized +142.5%
FDX FEDEX CORP 0.1%
Value ($000) $581 Shares 2,045 Est. Cost $127.39 Unrealized +83.8%
NVAX NOVAVAX INC 0.1%
Value ($000) $544 Shares 3,000 Est. Cost $39.49 Unrealized +404.6%
LYG LLOYDS BANKING GROUP FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $534 Shares 230,000 Est. Cost $1.62 Unrealized
BCRX BIOCRYST PHARMACEUTICALS 0.1%
Value ($000) $509 Shares 50,000 Est. Cost $4.04 Unrealized +155.2%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $489 Shares 3,056 Est. Cost $133.14 Unrealized
TGTX TG THERAPEUTICS INC 0.1%
Value ($000) $482 Shares 10,000 Est. Cost $8.39 Unrealized +472.4%
NEW YORK CMNTY BANCO 0.1%
Value ($000) $473 Shares 37,516 Est. Cost $8.66 Unrealized
WELLS FARGO & 4.75pcnt PFDPFD SER Z 0.1%
Value ($000) $460 Shares 18,000 Est. Cost $25.36 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $459 Shares 5,000 Est. Cost $68.40 Unrealized
BANK OF AMERICA 5pcnt PFDPFD SER LL 0.1%
Value ($000) $457 Shares 17,250 Est. Cost $23.55 Unrealized
JPMORGAN CHASE & 6pcnt PFDPFD SER EE 0.1%
Value ($000) $412 Shares 15,000 Est. Cost $26.43 Unrealized
PROSHARES SHORT S&P500 0.1%
Value ($000) $402 Shares 24,000 Est. Cost $22.37 Unrealized
PMT PENNYMAC MORTGAGE IN REIT 0.1%
Value ($000) $392 Shares 20,000 Est. Cost $17.56 Unrealized
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $350 Shares 993 Est. Cost $326.60 Unrealized +1.0%
NUVEEN PREFERRED INCOME 0.1%
Value ($000) $348 Shares 36,688 Est. Cost $8.36 Unrealized
VESPER HEALTHCARE 27 UTS EXP 09/30/27 0.1%
Value ($000) $347 Shares 30,000 Est. Cost $12.10 Unrealized
LYV LIVE NATION ENTRTMNT 0.1%
Value ($000) $339 Shares 4,000 Est. Cost $80.50 Unrealized 0.0%
BARRICK GOLD CORP F 0.1%
Value ($000) $324 Shares 16,371 Est. Cost $18.67 Unrealized
IYY ISHARES DOW JONES US ETF 0.1%
Value ($000) $320 Shares 3,200 Est. Cost $87.81 Unrealized
ABR ARBOR REALTY TR REIT 0.1%
Value ($000) $318 Shares 20,000 Est. Cost $4.85 Unrealized
ETHE GRAYSCALE ETHEREUM COM U 0.1%
Value ($000) $309 Shares 17,300 Est. Cost $17.86 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $304 Shares 9,345 Est. Cost $26.78 Unrealized
RIVERNORTH DOUBLLINE STR 0.1%
Value ($000) $299 Shares 19,780 Est. Cost $16.51 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $289 Shares 5,988 Est. Cost $42.13 Unrealized +2.2%
WFC WELLS FARGO & CO 0.1%
Value ($000) $266 Shares 6,802 Est. Cost $31.72 Unrealized -0.3%
LXU L S B INDUSTRIES INC 0.1%
Value ($000) $257 Shares 50,000 Est. Cost $1.84 Unrealized +73.9%
JPMORGAN CHAS 4.55pcnt PFDPFD 0.1%
Value ($000) $256 Shares 10,000 Est. Cost $25.60 Unrealized
USHG ACQUISITION COR UTS EXP 0.1%
Value ($000) $251 Shares 25,000 Est. Cost $10.04 Unrealized
UPWK UPWORK INC 0.0%
Value ($000) $224 Shares 5,000 Est. Cost $12.77 Unrealized +261.4%
SONY SONY CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $217 Shares 2,050 Est. Cost $42.55 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $210 Shares 3,325 Est. Cost $36.80 Unrealized +38.6%
LIT GLOBAL X LITHIUM BATTERYTECH ETF 0.0%
Value ($000) $201 Shares 3,434 Est. Cost $58.53 Unrealized
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.0%
Value ($000) $200 Shares 5,876 Est. Cost $23.44 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $192 Shares 5,790 Est. Cost $21.95 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.0%
Value ($000) $174 Shares 7,486 Est. Cost $16.56 Unrealized +65.6%
CRL CHARLES RIVER LABS 0.0%
Value ($000) $174 Shares 600 Est. Cost $42.84 Unrealized +548.8%
ITO EN LTD ORDF 0.0%
Value ($000) $171 Shares 2,700 Est. Cost $54.44 Unrealized
XHTAX INVESCO HIGH INCM 2024 T 0.0%
Value ($000) $171 Shares 17,655 Est. Cost $10.38 Unrealized
ACN ACCENTURE PLC FCLASS A 0.0%
Value ($000) $154 Shares 557 Est. Cost $180.23 Unrealized +33.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $153 Shares 3,000 Est. Cost $26.69 Unrealized +13.9%
BANK OF AMER 4.125pcnt PFDPFD SER PP 0.0%
Value ($000) $149 Shares 6,000 Est. Cost $24.83 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $144 Shares 2,770 Est. Cost $43.51 Unrealized
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $141 Shares 431 Est. Cost $178.90 Unrealized +54.8%
CEDAR FAIR L P LP 0.0%
Value ($000) $141 Shares 2,844 Est. Cost $25.78 Unrealized
THE SOUTHERN CO 4.95pcntPFD DUE 01/30/80SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $139 Shares 5,285 Est. Cost $24.79 Unrealized
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $139 Shares 6,020 Est. Cost $24.63 Unrealized
NCLH NORWEGIAN CRUISE LIN F 0.0%
Value ($000) $138 Shares 5,000 Est. Cost $22.01 Unrealized +20.9%
PIMCO DYNMC CRDT AND MRT 0.0%
Value ($000) $138 Shares 6,217 Est. Cost $20.86 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $131 Shares 1,475 Est. Cost $88.81 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $131 Shares 17,000 Est. Cost $10.36 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $130 Shares 500 Est. Cost $136.12 Unrealized +63.0%
MARA MARATHON DIGITAL HLDGS I 0.0%
Value ($000) $127 Shares 2,650 Est. Cost $30.98 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $124 Shares 1,600 Est. Cost $37.76 Unrealized +73.7%
TORTOISE ENERGY INFRA CO 0.0%
Value ($000) $122 Shares 5,000 Est. Cost $14.78 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $122 Shares 1,500 Est. Cost $47.97 Unrealized +35.3%
CHIMERA INVESTME 8pcnt PFDPFD SER B 0.0%
Value ($000) $122 Shares 5,000 Est. Cost $15.41 Unrealized
B G C PARTNERS CLASS A 0.0%
Value ($000) $121 Shares 25,150 Est. Cost $5.79 Unrealized
STERLING BANCORP 0.0%
Value ($000) $120 Shares 5,213 Est. Cost $13.43 Unrealized
PAAS PAN AMERN SILVER CORP F 0.0%
Value ($000) $120 Shares 4,000 Est. Cost $23.72 Unrealized +37.0%
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $119 Shares 450 Est. Cost $67.20 Unrealized +249.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $118 Shares 802 Est. Cost $94.02 Unrealized
REVANCE THERAPEUTICS 0.0%
Value ($000) $117 Shares 4,175 Est. Cost $17.36 Unrealized
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.0%
Value ($000) $117 Shares 878 Est. Cost $74.57 Unrealized
LMPX LMP AUTOMOTIVE HOLDINGS 0.0%
Value ($000) $116 Shares 7,000 Est. Cost $0.01 Unrealized +7.2%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $115 Shares 2,057 Est. Cost $38.14 Unrealized +13.6%
EATON VNCE MGD GLBL BUY 0.0%
Value ($000) $114 Shares 11,000 Est. Cost $10.55 Unrealized
AT&T INC. 5pcnt PFDPFD SER A 0.0%
Value ($000) $113 Shares 4,290 Est. Cost $25.97 Unrealized
PNNT PENNANTPARK INVESTMENT O 0.0%
Value ($000) $113 Shares 20,000 Est. Cost $2.03 Unrealized +48.3%
T A T & T INC 0.0%
Value ($000) $112 Shares 3,691 Est. Cost $18.17 Unrealized -11.1%
ECL ECOLAB INC 0.0%
Value ($000) $108 Shares 506 Est. Cost $75.00 Unrealized +168.7%
TWITTER INC 0.0%
Value ($000) $106 Shares 1,660 Est. Cost $25.66 Unrealized
NLR VANECK VECTORS URANIUM NUCLEAR ENERGY ETF 0.0%
Value ($000) $106 Shares 2,031 Est. Cost $50.22 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $104 Shares 560 Est. Cost $136.98 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.0%
Value ($000) $103 Shares 681 Est. Cost $107.71 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $101 Shares 931 Est. Cost $64.59 Unrealized +37.7%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $30.00 Unrealized
FLR FLUOR CORP 0.0%
Value ($000) $96 Shares 4,170 Est. Cost $19.43 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $96 Shares 1,587 Est. Cost $40.64 Unrealized +26.1%
SOCIAL CAPITAL HEDOSOP FCLASS A 0.0%
Value ($000) $94 Shares 5,470 Est. Cost $17.18 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $94 Shares 711 Est. Cost $66.39 Unrealized +95.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $94 Shares 1,410 Est. Cost $55.24 Unrealized
CANOPY GROWTH CORP F 0.0%
Value ($000) $94 Shares 2,950 Est. Cost $31.08 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $93 Shares 1,900 Est. Cost $24.47 Unrealized +75.2%
IYH ISHARES US HEALTHCARE ETF 0.0%
Value ($000) $93 Shares 370 Est. Cost $101.49 Unrealized
TDOC TELADOC INC 0.0%
Value ($000) $91 Shares 500 Est. Cost $203.34 Unrealized +14.1%
CGAU CENTERRA GOLD INC F 0.0%
Value ($000) $90 Shares 10,200 Est. Cost $3.34 Unrealized +172.3%
PAINREFORM LTD F 0.0%
Value ($000) $88 Shares 20,000 Est. Cost $4.40 Unrealized
UPS UNITED PARCEL SRVC CLASS B 0.0%
Value ($000) $87 Shares 510 Est. Cost $74.38 Unrealized +77.4%
HD HOME DEPOT INC 0.0%
Value ($000) $86 Shares 283 Est. Cost $118.95 Unrealized +105.5%
XYZ SQUARE INC CLASS A 0.0%
Value ($000) $82 Shares 361 Est. Cost $124.94 Unrealized +87.2%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $81 Shares 635 Est. Cost $39.23 Unrealized +205.0%
ADDYY ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $79 Shares 500 Est. Cost $79.01 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $79 Shares 214 Est. Cost $309.25 Unrealized -3.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $78 Shares 1,210 Est. Cost $51.71 Unrealized +3.2%
BATT AMPLIFY LITHIUM AND BATTERY TECH ETF 0.0%
Value ($000) $77 Shares 5,000 Est. Cost $15.40 Unrealized
SAN BANCO SANTANDER SA IAM FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $76 Shares 22,197 Est. Cost $3.44 Unrealized
CLOV CLOVER HEALTH INVTS CO F 0.0%
Value ($000) $76 Shares 10,000 Est. Cost $11.28 Unrealized 0.0%
CVE CENOVUS ENERGY INC F 0.0%
Value ($000) $75 Shares 10,000 Est. Cost $6.25 Unrealized +1.7%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $75 Shares 2,000 Est. Cost $26.51 Unrealized +23.2%
TWO HARBORS INVESTMENT CREIT 0.0%
Value ($000) $73 Shares 10,000 Est. Cost $7.30 Unrealized
REDFIN CORP 00500 0.0%
Value ($000) $72 Shares 1,075 Est. Cost $19.33 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $71 Shares 7,500 Est. Cost $6.65 Unrealized +59.2%
HEDJ WISDOMTREE EUROPE HEDGEDEQTY ETF 0.0%
Value ($000) $70 Shares 956 Est. Cost $62.52 Unrealized
PAA PLAINS ALL AMERICAN P LP 0.0%
Value ($000) $68 Shares 7,500 Est. Cost $9.07 Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $67 Shares 6,727 Est. Cost $7.96 Unrealized +7.3%
NUVEEN AMT FREE QUALITY 0.0%
Value ($000) $67 Shares 4,500 Est. Cost $13.63 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $66 Shares 3,500 Est. Cost $14.28 Unrealized 0.0%
ETN EATON CORP PLC F 0.0%
Value ($000) $66 Shares 480 Est. Cost $66.94 Unrealized +77.7%
THE ODP CORP 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $29.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $65 Shares 328 Est. Cost $131.76 Unrealized +23.9%
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $64 Shares 1,021 Est. Cost $58.37 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $64 Shares 630 Est. Cost $76.97 Unrealized
BRIDGESTONE CORP L ORDF 0.0%
Value ($000) $63 Shares 1,500 Est. Cost $31.33 Unrealized
BOTZ GLOBAL X ROBOTICS ARTFCLINTLGNC ETF 0.0%
Value ($000) $62 Shares 1,868 Est. Cost $28.27 Unrealized
ROMEO POWER INC CLASS A 0.0%
Value ($000) $62 Shares 7,500 Est. Cost $8.27 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $61 Shares 874 Est. Cost $45.76 Unrealized +32.5%
GLAXOSMITHKLINE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $61 Shares 1,700 Est. Cost $37.89 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $60 Shares 525 Est. Cost $81.77 Unrealized +19.5%
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $60 Shares 320 Est. Cost $67.96 Unrealized +130.5%
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $59 Shares 182 Est. Cost $245.15 Unrealized +13.5%
V VISA INC CLASS A 0.0%
Value ($000) $58 Shares 272 Est. Cost $148.10 Unrealized +37.2%
MMM 3M CO 0.0%
Value ($000) $56 Shares 290 Est. Cost $102.66 Unrealized +21.8%
ROYAL DUTCH SHELL FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $36.67 Unrealized
TSNDF TERRASCEND CORP F 0.0%
Value ($000) $54 Shares 5,350 Est. Cost $2.88 Unrealized +338.9%
HP HELMERICH & PAYNE 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $19.38 Unrealized +42.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $52 Shares 370 Est. Cost $106.51 Unrealized +16.8%
BLACKROCK MUNIHOLDINGS N 0.0%
Value ($000) $52 Shares 3,500 Est. Cost $13.03 Unrealized
DHT DHT MARITIME HLD INC F 0.0%
Value ($000) $52 Shares 8,800 Est. Cost $4.08 Unrealized +6.2%
MRMD MARIMED INC 0.0%
Value ($000) $50 Shares 64,585 Est. Cost $1.08 Unrealized -29.2%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $49 Shares 316 Est. Cost $56.21 Unrealized +20.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $48 Shares 135 Est. Cost $244.44 Unrealized
BROOKFIELD ASSET MGM FCLASS A 0.0%
Value ($000) $47 Shares 1,067 Est. Cost $44.05 Unrealized
AMT AMERN TOWER CORP REIT 0.0%
Value ($000) $46 Shares 191 Est. Cost $199.71 Unrealized -3.7%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $45 Shares 200 Est. Cost $185.00 Unrealized
FOLEY TRASIMENE ACQUISITMANDATORY MERGER EFF 03/31/21 0.0%
Value ($000) $45 Shares 3,000 Est. Cost $15.00 Unrealized
MAGELLAN MIDSTREAM PA LP 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $34.22 Unrealized
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.0%
Value ($000) $42 Shares 360 Est. Cost $116.67 Unrealized
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $41 Shares 760 Est. Cost $26.53 Unrealized +74.0%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $8.14 Unrealized +435.1%
MARVELL TECH GROUP F 0.0%
Value ($000) $40 Shares 812 Est. Cost $49.26 Unrealized
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.0%
Value ($000) $40 Shares 175 Est. Cost $209.28 Unrealized
FIREEYE INC 0.0%
Value ($000) $40 Shares 2,054 Est. Cost $25.67 Unrealized
VFC VF CORP 0.0%
Value ($000) $40 Shares 500 Est. Cost $81.17 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $40 Shares 25 Est. Cost $117.17 Unrealized 0.0%
GOOG ALPHABET INC. CLASS C 0.0%
Value ($000) $39 Shares 19 Est. Cost $61.27 Unrealized +60.7%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $39 Shares 465 Est. Cost $40.86 Unrealized
BK BANK OF NY MELLON CO 0.0%
Value ($000) $39 Shares 826 Est. Cost $31.02 Unrealized +23.4%
FNMA FEDERAL NATL MTG ASSN GT 0.0%
Value ($000) $39 Shares 18,875 Est. Cost $2.24 Unrealized -13.8%
SDCCQ SMILEDIRECTCLUB INC CLASS A 0.0%
Value ($000) $38 Shares 3,715 Est. Cost $10.34 Unrealized +14.5%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $38 Shares 1,013 Est. Cost $28.39 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $36 Shares 150 Est. Cost $101.49 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $36 Shares 2,135 Est. Cost $10.33 Unrealized +11.9%
VNO VORNADO REALTY TRUST REIT 0.0%
Value ($000) $36 Shares 796 Est. Cost $64.62 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $35 Shares 2,870 Est. Cost $8.68 Unrealized 0.0%
WELLS FARGO INCOME OPPOR 0.0%
Value ($000) $34 Shares 4,000 Est. Cost $7.57 Unrealized
WELLS FARGO & C 7.5pcnt PFDCONV SER L 0.0%
Value ($000) $34 Shares 24 Est. Cost $1416.67 Unrealized
BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.0%
Value ($000) $34 Shares 155 Est. Cost $166.47 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $33 Shares 560 Est. Cost $40.89 Unrealized +6.6%
M MACYS INC 0.0%
Value ($000) $33 Shares 2,050 Est. Cost $32.92 Unrealized -53.6%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $33 Shares 146 Est. Cost $191.78 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $32 Shares 146 Est. Cost $191.55 Unrealized +3.6%
ICE INTERCONTINENTAL EXC 0.0%
Value ($000) $32 Shares 289 Est. Cost $97.11 Unrealized +9.6%
EPI WISDOMTREE INDIA EARNINGS ETF 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $22.78 Unrealized
ARMK ARAMARK 0.0%
Value ($000) $32 Shares 850 Est. Cost $24.41 Unrealized +5.7%
PLD PROLOGIS INC. REIT 0.0%
Value ($000) $31 Shares 290 Est. Cost $82.53 Unrealized +7.5%
PIMCO DYNAMIC INCOME CF 0.0%
Value ($000) $31 Shares 1,085 Est. Cost $24.32 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $25.00 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $29 Shares 300 Est. Cost $65.20 Unrealized +15.7%
ADBE ADOBE INC 0.0%
Value ($000) $29 Shares 60 Est. Cost $333.65 Unrealized +40.1%
BITW BITWISE 10 CRYPTO INDEX 0.0%
Value ($000) $29 Shares 350 Est. Cost $82.86 Unrealized
SL GREEN REALTY CORP 0.0%
Value ($000) $28 Shares 401 Est. Cost $69.83 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $28 Shares 400 Est. Cost $62.50 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $28 Shares 52 Est. Cost $8.44 Unrealized +58.9%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $27 Shares 637 Est. Cost $37.00 Unrealized
IBM IBM CORP 0.0%
Value ($000) $27 Shares 200 Est. Cost $98.56 Unrealized -0.5%
SL GREEN REALT 6.5pcnt PFDPFD SER I 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $25.00 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $26 Shares 72 Est. Cost $324.89 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $26 Shares 500 Est. Cost $41.39 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.0%
Value ($000) $26 Shares 80 Est. Cost $287.50 Unrealized
BTG B2GOLD CORP F 0.0%
Value ($000) $26 Shares 6,000 Est. Cost $3.18 Unrealized +25.8%
UNH UNITEDHEALTH GRP INC 0.0%
Value ($000) $25 Shares 67 Est. Cost $273.05 Unrealized +17.1%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $25 Shares 1,050 Est. Cost $19.05 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $25 Shares 366 Est. Cost $68.31 Unrealized
CUZ COUSINS PROPERTIES 0.0%
Value ($000) $25 Shares 709 Est. Cost $36.67 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $24 Shares 331 Est. Cost $54.15 Unrealized +3.7%
MOS THE MOSAIC CO 0.0%
Value ($000) $24 Shares 750 Est. Cost $20.96 Unrealized +26.8%
MAR MARRIOTT INTL INC CLASS A 0.0%
Value ($000) $24 Shares 165 Est. Cost $91.63 Unrealized +43.7%
TURQUOISE HILL RESOU F 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $12.67 Unrealized
DRIV GLOBAL X AUTONOM ELECTRIC VEHICL ETF 0.0%
Value ($000) $24 Shares 900 Est. Cost $26.67 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $24 Shares 400 Est. Cost $52.50 Unrealized
IP INTERNTNL PAPER 0.0%
Value ($000) $24 Shares 440 Est. Cost $26.29 Unrealized +49.9%
TILRAY INC 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $23.00 Unrealized
PENNYMAC MOR 8.125pcnt PFDPFD SER A 0.0%
Value ($000) $23 Shares 900 Est. Cost $16.71 Unrealized
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $23 Shares 500 Est. Cost $35.88 Unrealized +7.6%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $23 Shares 57 Est. Cost $398.27 Unrealized -2.1%
BLACKROCK RES AND CMMDIT 0.0%
Value ($000) $22 Shares 2,500 Est. Cost $8.67 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $22 Shares 1,117 Est. Cost $19.70 Unrealized
YAMANA GOLD INC F 0.0%
Value ($000) $22 Shares 5,000 Est. Cost $3.00 Unrealized
HYDROFARM HLDGS GROUP IN 0.0%
Value ($000) $22 Shares 370 Est. Cost $59.46 Unrealized
ZM ZOOM VIDEO COMMUNICATION 0.0%
Value ($000) $22 Shares 70 Est. Cost $195.31 Unrealized +88.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $21 Shares 267 Est. Cost $27.24 Unrealized +6.7%
FORTRESS BIOTECH INCORPO 0.0%
Value ($000) $21 Shares 6,000 Est. Cost $1.50 Unrealized
SOXX ISHARES PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $21 Shares 50 Est. Cost $420.00 Unrealized
BLACKROCK MULTI SECTOR I 0.0%
Value ($000) $21 Shares 1,176 Est. Cost $17.86 Unrealized
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $20 Shares 250 Est. Cost $47.32 Unrealized +82.0%
SANDSTORM GOLD LTD F 0.0%
Value ($000) $20 Shares 3,000 Est. Cost $5.00 Unrealized
SPOT SPOTIFY TECHNOLOGY F 0.0%
Value ($000) $20 Shares 75 Est. Cost $241.13 Unrealized +29.3%
TMUS T-MOBILE US INC 0.0%
Value ($000) $19 Shares 150 Est. Cost $121.73 Unrealized 0.0%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $19 Shares 800 Est. Cost $11.72 Unrealized +51.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $19 Shares 47 Est. Cost $280.74 Unrealized
LIBERTY MEDIA CORP SERIES A LIBERTY MEDIA 0.0%
Value ($000) $19 Shares 500 Est. Cost $30.00 Unrealized
LEXX LEXARIA BIOSCIENCE 0.0%
Value ($000) $19 Shares 3,333 Est. Cost $5.86 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.0%
Value ($000) $18 Shares 254 Est. Cost $54.91 Unrealized
ARGONAUT GOLD INC F 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $0.70 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $18 Shares 300 Est. Cost $44.10 Unrealized +12.9%
PK PARK HOTELS & RESORTS INREIT 0.0%
Value ($000) $18 Shares 820 Est. Cost $9.76 Unrealized
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $18 Shares 40 Est. Cost $328.54 Unrealized +43.4%
SO SOUTHERN CO 0.0%
Value ($000) $18 Shares 290 Est. Cost $39.05 Unrealized +27.6%
DOW DOW INC 0.0%
Value ($000) $17 Shares 267 Est. Cost $36.37 Unrealized +26.0%
BARCLAYS IPTH SRS B S&P SHRT TRM ETN 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $16.67 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $16 Shares 100 Est. Cost $117.69 Unrealized +13.9%
BXMT BLACKSTONE MTG TR REIT 0.0%
Value ($000) $16 Shares 525 Est. Cost $26.67 Unrealized
APOLLO GLOBAL MGMT CLASS A 0.0%
Value ($000) $16 Shares 336 Est. Cost $39.81 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $16 Shares 50 Est. Cost $37.82 Unrealized +57.2%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $15 Shares 319 Est. Cost $19.62 Unrealized +91.6%
SWBI SMITH & WESSON BRANDS IN 0.0%
Value ($000) $14 Shares 800 Est. Cost $17.68 Unrealized +2.9%
BLACKROCK ENHANCED GLOBA 0.0%
Value ($000) $14 Shares 1,234 Est. Cost $11.35 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $14 Shares 692 Est. Cost $7.29 Unrealized +27.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $130.00 Unrealized
ROKU ROKU I N C CLASS A 0.0%
Value ($000) $13 Shares 40 Est. Cost $225.52 Unrealized +73.8%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $13 Shares 180 Est. Cost $97.16 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $112.20 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $12 Shares 267 Est. Cost $25.02 Unrealized +67.5%
LLY LILLY ELI & CO 0.0%
Value ($000) $12 Shares 62 Est. Cost $123.20 Unrealized +51.0%
RITM NEW RESIDENTIAL INVE REIT 0.0%
Value ($000) $11 Shares 1,019 Est. Cost $5.04 Unrealized
NVCR NOVOCURE LTD F 0.0%
Value ($000) $11 Shares 80 Est. Cost $80.69 Unrealized +96.0%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
SKY SKYLINE CORP 0.0%
Value ($000) $10 Shares 220 Est. Cost $14.91 Unrealized +169.4%
US STEEL 0.0%
Value ($000) $10 Shares 370 Est. Cost $19.64 Unrealized
UAL UNITED AIRLINES HLDGS 0.0%
Value ($000) $10 Shares 180 Est. Cost $45.57 Unrealized +7.2%
BAX BAXTER INTERNTNL 0.0%
Value ($000) $10 Shares 120 Est. Cost $71.03 Unrealized +0.6%
MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $10 Shares 140 Est. Cost $57.14 Unrealized
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $9 Shares 25 Est. Cost $339.57 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $9 Shares 66 Est. Cost $105.71 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $9 Shares 86 Est. Cost $94.02 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $52.26 Unrealized +30.8%
NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.75 Unrealized
ABNB AIRBNB INC CLASS A 0.0%
Value ($000) $8 Shares 45 Est. Cost $185.28 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $8 Shares 30 Est. Cost $166.67 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $8 Shares 62 Est. Cost $117.59 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.0%
Value ($000) $7 Shares 274 Est. Cost $27.46 Unrealized
JBGS J B G SMITH PROPERTIES REIT 0.0%
Value ($000) $7 Shares 233 Est. Cost $34.33 Unrealized
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $7 Shares 250 Est. Cost $39.87 Unrealized -40.5%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $40.57 Unrealized +227.0%
AVGO BROADCOM INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $41.65 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $7 Shares 54 Est. Cost $71.97 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $7 Shares 39 Est. Cost $151.36 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 13 Est. Cost $53.04 Unrealized 0.0%
AVEO PHARMACEUTICALS 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $4.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $6 Shares 95 Est. Cost $37.50 Unrealized +27.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $6 Shares 46 Est. Cost $108.63 Unrealized 0.0%
QUAL ISHARES MSCI USA QLTY FACT ETF 0.0%
Value ($000) $6 Shares 52 Est. Cost $89.51 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.09 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $373.72 Unrealized 0.0%
WDAY WORKDAY INC CLASS A 0.0%
Value ($000) $6 Shares 25 Est. Cost $163.33 Unrealized +51.2%
FMCC FEDERAL HOME LN MTG CORP 0.0%
Value ($000) $6 Shares 3,000 Est. Cost $2.36 Unrealized -20.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $6 Shares 76 Est. Cost $68.82 Unrealized 0.0%
TAK TAKEDA PHARMA CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $6 Shares 327 Est. Cost $20.25 Unrealized
BKD BROOKDALE SENIOR LIV 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $36.87 Unrealized -85.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $129.71 Unrealized 0.0%
SOS LIMITED FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $2.00 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $175.56 Unrealized
AOUT AMERICAN OUTDOOR BRANDS 0.0%
Value ($000) $5 Shares 200 Est. Cost $14.76 Unrealized +45.4%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.65 Unrealized +0.5%
ETSY ETSY INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $209.31 Unrealized 0.0%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $5 Shares 59 Est. Cost $31.93 Unrealized +17.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $5 Shares 65 Est. Cost $42.61 Unrealized
XYL XYLEM INC. 0.0%
Value ($000) $4 Shares 41 Est. Cost $59.05 Unrealized +62.2%
GENERAL ELECTRIC CO 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.20 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $294.70 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $51.30 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $4 Shares 17 Est. Cost $184.98 Unrealized 0.0%
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 0.0%
Value ($000) $4 Shares 56 Est. Cost $58.01 Unrealized
IESC IES HLDGS INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $18.11 Unrealized +165.7%
DE DEERE & CO 0.0%
Value ($000) $4 Shares 12 Est. Cost $307.48 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $156.97 Unrealized 0.0%
SHOP SHOPIFY INC FCLASS A 0.0%
Value ($000) $4 Shares 4 Est. Cost $104.97 Unrealized +15.1%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $4 Shares 233 Est. Cost $25.75 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $4 Shares 41 Est. Cost $82.77 Unrealized 0.0%
HERTZ RENTAL CAR HOLDING 0.0%
Value ($000) $4 Shares 2,500 Est. Cost $6.00 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $552.79 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $43.25 Unrealized +32.2%
ADSK AUTODESK INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $288.38 Unrealized 0.0%
NEAR BLACKROCK SHORT MATURITYBOND ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $49.51 Unrealized
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $3 Shares 19 Est. Cost $137.66 Unrealized 0.0%
UFPI UFP INDS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $56.41 Unrealized +11.0%
SPH SUBURBAN PROPANE PART LP 0.0%
Value ($000) $3 Shares 216 Est. Cost $45.67 Unrealized
CCI CROWN CASTLE INTL CO REIT 0.0%
Value ($000) $3 Shares 19 Est. Cost $127.33 Unrealized 0.0%
OSS ONE STOP SYSTEMS INC 0.0%
Value ($000) $3 Shares 550 Est. Cost $2.09 Unrealized +191.4%
DARE BIOSCIENCE INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.00 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $85.00 Unrealized +29.2%
SONO SONOS INC 0.0%
Value ($000) $3 Shares 75 Est. Cost $18.64 Unrealized +81.0%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $3 Shares 12 Est. Cost $228.85 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $3 Shares 14 Est. Cost $198.70 Unrealized 0.0%
PATK PATRICK ENTERPRISES INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $25.53 Unrealized +86.3%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 125 Est. Cost $26.67 Unrealized
HBAN HUNTINGTON BANCSHS 0.0%
Value ($000) $3 Shares 175 Est. Cost $9.37 Unrealized +28.4%
EQIX EQUINIX INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $624.54 Unrealized 0.0%
ACTIVISION BLIZZARD 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
SPG SIMON PPTY GROUP REIT 0.0%
Value ($000) $3 Shares 28 Est. Cost $49.01 Unrealized +63.2%
LZAGY LONZA GROUP AG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.0%
Value ($000) $3 Shares 60 Est. Cost $66.67 Unrealized
GEM GLDMN SACH ACTVBETA EMRGMKT EQY ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $2 Shares 3 Est. Cost $251.58 Unrealized 0.0%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $125.00 Unrealized
FEDERAL HOME 4.72pcnt PFDPFD SER G 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.90 Unrealized
AG MORTGAGE INVESTMENT TREIT 0.0%
Value ($000) $2 Shares 403 Est. Cost $2.50 Unrealized
METACRINE INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $227.77 Unrealized 0.0%
NIKOLA CORP 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
ORCHARD THERAPEUTICS L FUNSPONSORED ADR 1 ADR REPS ORD SHS 0.0%
Value ($000) $2 Shares 220 Est. Cost $4.55 Unrealized
PENN PENN NTNL GAMING 0.0%
Value ($000) $2 Shares 20 Est. Cost $110.76 Unrealized 0.0%
NEW YORK MTG TR REIT 0.0%
Value ($000) $2 Shares 367 Est. Cost $2.86 Unrealized
CRSP CRISPR THERAPEUTICS F 0.0%
Value ($000) $2 Shares 20 Est. Cost $54.60 Unrealized +176.6%
THERAPEUTICSMD INC USD1.5 EXP 06/18/21 0.0%
Value ($000) $2 Shares 2 Est. Cost Unrealized
BETZ ROUNDHILL SPRT BETNG ANDIGAMING ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
SUPREME CANNABIS CO 00 F 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $1.20 Unrealized
NG NOVAGOLD RES INC F 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.53 Unrealized +39.6%
THERAPEUTICSMD INC 0.0%
Value ($000) $1 Shares 860 Est. Cost $1.16 Unrealized
SLJB SULJA BROS BLDG SUPP 0.0%
Value ($000) $1 Shares 50,000 Est. Cost $0.00 Unrealized +10548.1%
NERD ROUNDHILL BITKRFT ESPRT DGTL ENT ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
CASPER SLEEP INC 0.0%
Value ($000) $1 Shares 180 Est. Cost $5.56 Unrealized
CCL CARNIVAL CORP F 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.59 Unrealized 0.0%
PRQR PROQR THERAPEUTICS F 0.0%
Value ($000) $1 Shares 199 Est. Cost $5.23 Unrealized -2.3%
OCGN OCUGEN INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $6.65 Unrealized 0.0%
XES SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
BHR BRAEMAR HOTELS & RESORTS 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
SPOWF STRATA PWR CORP F 0.0%
Value ($000) $1 Shares 1,340 Est. Cost $0.12 Unrealized -81.2%
BOX BOX INC CLASS A 0.0%
Value ($000) $1 Shares 58 Est. Cost $24.91 Unrealized -21.9%
TERRA TECH CORP 0.0%
Value ($000) $1 Shares 667 Est. Cost $3.00 Unrealized
SNOW SNOWFLAKE INC CLASS A 0.0%
Value ($000) $1 Shares 1 Est. Cost $238.10 Unrealized +12.1%
ALDX ALDEYRA THERAPEUTICS 0.0%
Value ($000) $1 Shares 10 Est. Cost $7.02 Unrealized +64.0%
AA ALCOA CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $43.68 Unrealized -44.7%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $1 Shares 23 Est. Cost $20.33 Unrealized +2.7%
BUZZ VANECK VECTORS SOCIAL SENTIMENT ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
AURORA CANNABIS INC F 0.0%
Value ($000) $1 Shares 131 Est. Cost $7.63 Unrealized
AMLM AMERICAN LITHIUM MIN 0.0%
Value ($000) $1 Shares 500 Est. Cost $0.04 Unrealized +1224.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 1 Est. Cost $90.91 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $31.46 Unrealized +77.4%
TYME TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
BLACKROCK ENHANCED EQUIT 0.0%
Value ($000) $1 Shares 69 Est. Cost $16.50 Unrealized
RYCEY ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $1 Shares 165 Est. Cost $6.06 Unrealized
GTBIF GREEN THUMB INDS INC F 0.0%
Value ($000) $1 Shares 5 Est. Cost $31.77 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $4.46 Unrealized +32.3%
TRV TRAVELERS COMPANIES 0.0%
Value ($000) $1 Shares 4 Est. Cost $63.44 Unrealized +109.9%
HL HECLA MINING CO 0.0%
Value ($000) $1 Shares 1 Est. Cost $5.19 Unrealized +14.8%
HIGH TIDE INC F 0.0%
Value ($000) $1 Shares 76 Est. Cost $13.16 Unrealized
RKT ROCKET COMPANIES CLASS ACLASS A 0.0%
Value ($000) $1 Shares 14 Est. Cost $19.59 Unrealized -2.7%
COLD AMERICOLD REALTY TRUST REIT 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
RBLX ROBLOX CORP CLASS A 0.0%
Value ($000) $1 Shares 1 Est. Cost $69.70 Unrealized 0.0%
NIO N I O INC FSPONSORED ADR 1 ADR REPS ORD SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
NEOM NEOMEDIA TECH INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $0.00 Unrealized +1414.3%
HMNY HELIOS MATHESON 0.0%
Value ($000) $1 Shares 25,000 Est. Cost $10.00 Unrealized -100.0%
AMC ENTERTAINMENT CLASS A 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
GME GAMESTOP CORP CLASS A 0.0%
Value ($000) $1 Shares 6 Est. Cost $29.52 Unrealized 0.0%
DRAFTKINGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $43.53 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
EQR EQUITY RESIDENTIAL REIT 0.0%
Value ($000) $1 Shares 4 Est. Cost $46.26 Unrealized +18.4%
JAWS ACQUISITION CORP FCLASS A 0.0%
Value ($000) $1 Shares 95 Est. Cost $10.53 Unrealized
VMC VULCAN MATERIALS COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $101.79 Unrealized +53.2%
VYNE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
AAXJ ISHARES MSCI ALL COUNT ASA EX JP ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
INVESCO MTG CAP REIT 0.0%
Value ($000) $1 Shares 184 Est. Cost $5.52 Unrealized
GENMF GENERATION MINING LIMI F 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.69 Unrealized 0.0%
SIO GENE THERAPIES INC 0.0%
Value ($000) $1 Shares 320 Est. Cost $3.13 Unrealized