Edge Wealth Management LLC Diversified Active

CIK: 0001567163 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 21, 2022

Total Value ($000): $546,619 (100.0% shares, 0.0% debt)

Holdings (519)

PFF ISHARES PREFERRED & INCOME S 11.2%
Value ($000) $61,122 Shares 1,550,130 Est. Cost $34.33 Unrealized
AAPL APPLE INC 7.4%
Value ($000) $40,235 Shares 226,589 Est. Cost $86.55 Unrealized +78.7%
MSFT MICROSOFT CORP 5.7%
Value ($000) $31,260 Shares 92,948 Est. Cost $64.17 Unrealized +388.4%
GOOGL ALPHABET INC-CL A 5.6%
Value ($000) $30,826 Shares 10,641 Est. Cost $43.84 Unrealized +226.1%
IWM ISHARES RUSSELL 2000 ETF 4.5%
Value ($000) $24,587 Shares 110,529 Est. Cost $176.35 Unrealized
PFE PFIZER INC 3.1%
Value ($000) $16,829 Shares 284,987 Est. Cost $21.05 Unrealized +91.1%
VZ VERIZON COMMUNICATIONS INC 2.9%
Value ($000) $16,053 Shares 308,952 Est. Cost $42.06 Unrealized -4.0%
PSA PUBLIC STORAGE 2.9%
Value ($000) $15,949 Shares 42,582 Est. Cost $177.96 Unrealized +54.9%
BLACKROCK INC 2.8%
Value ($000) $15,088 Shares 16,479 Est. Cost $476.54 Unrealized
PYPL PAYPAL HOLDINGS INC 2.7%
Value ($000) $14,874 Shares 78,876 Est. Cost $121.56 Unrealized +77.6%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $14,819 Shares 86,628 Est. Cost $92.73 Unrealized +56.5%
WM WASTE MANAGEMENT INC 2.7%
Value ($000) $14,780 Shares 88,554 Est. Cost $96.99 Unrealized +55.3%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $14,569 Shares 92,004 Est. Cost $68.03 Unrealized +117.3%
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.5%
Value ($000) $13,657 Shares 45,676 Est. Cost $164.17 Unrealized +74.5%
XBI SPDR S&P BIOTECH ETF 2.5%
Value ($000) $13,542 Shares 120,954 Est. Cost $112.00 Unrealized
CRM SALESFORCE.COM INC 2.4%
Value ($000) $13,264 Shares 52,195 Est. Cost $197.58 Unrealized +40.5%
DIS WALT DISNEY CO/THE 2.4%
Value ($000) $12,873 Shares 83,113 Est. Cost $120.41 Unrealized +31.0%
HON HONEYWELL INTERNATIONAL INC 2.3%
Value ($000) $12,469 Shares 59,800 Est. Cost $124.83 Unrealized +48.3%
GD GENERAL DYNAMICS CORP 2.2%
Value ($000) $12,258 Shares 58,798 Est. Cost $121.73 Unrealized +52.2%
WMT WALMART INC 2.2%
Value ($000) $12,113 Shares 83,716 Est. Cost $33.09 Unrealized +36.5%
MRK MERCK & CO. INC. 2.0%
Value ($000) $10,753 Shares 140,303 Est. Cost $46.70 Unrealized +49.7%
PG PROCTER & GAMBLE CO/THE 1.9%
Value ($000) $10,496 Shares 64,162 Est. Cost $88.19 Unrealized +52.1%
KO COCA-COLA CO/THE 1.7%
Value ($000) $9,103 Shares 153,734 Est. Cost $44.77 Unrealized +9.8%
PEG PUBLIC SERVICE ENTERPRISE GP 1.5%
Value ($000) $8,198 Shares 122,853 Est. Cost $46.07 Unrealized +19.4%
MCD MCDONALDS CORP 1.3%
Value ($000) $7,262 Shares 27,090 Est. Cost $166.05 Unrealized +38.3%
INVESCO BULLETSHARES 2024 CO 0.9%
Value ($000) $4,769 Shares 218,466 Est. Cost $22.11 Unrealized
INVESCO BULLETSHARES 2023 CO 0.9%
Value ($000) $4,683 Shares 218,213 Est. Cost $21.19 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $4,267 Shares 49,579 Est. Cost $59.13 Unrealized +34.2%
AMZN AMAZON.COM INC 0.8%
Value ($000) $4,238 Shares 1,271 Est. Cost $68.43 Unrealized +150.1%
MDT MEDTRONIC PLC 0.7%
Value ($000) $3,937 Shares 38,061 Est. Cost $90.48 Unrealized +12.8%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $3,698 Shares 58,353 Est. Cost $30.54 Unrealized +65.3%
INVESCO BULLETSHARES 2022 CO 0.6%
Value ($000) $3,486 Shares 162,962 Est. Cost $21.42 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $3,378 Shares 75,918 Est. Cost $24.98 Unrealized +64.2%
ANNALY CAPITAL MGMT 0.6%
Value ($000) $3,318 Shares 129,705 Est. Cost $24.51 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $3,285 Shares 31,848 Est. Cost $53.67 Unrealized +50.0%
NMRK NEWMARK GROUP INC-CLASS A 0.6%
Value ($000) $3,067 Shares 163,990 Est. Cost $12.13 Unrealized +25.6%
AGNC INVESTMENT CORP 0.5%
Value ($000) $2,880 Shares 112,020 Est. Cost $24.21 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES 0.5%
Value ($000) $2,525 Shares 90,000 Est. Cost $27.89 Unrealized +9.9%
INTC INTEL CORP 0.4%
Value ($000) $2,378 Shares 46,179 Est. Cost $35.65 Unrealized +32.7%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $2,362 Shares 4,972 Est. Cost $304.88 Unrealized
NVAX NOVAVAX INC 0.4%
Value ($000) $2,289 Shares 16,000 Est. Cost $155.03 Unrealized +10.8%
PGX INVESCO PREFERRED ETF 0.3%
Value ($000) $1,748 Shares 116,519 Est. Cost $13.92 Unrealized
BANK OF AMERICA CORP 0.3%
Value ($000) $1,727 Shares 65,580 Est. Cost $25.25 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $1,549 Shares 12,635 Est. Cost $98.74 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,400 Shares 1,325 Est. Cost $101.10 Unrealized +231.8%
PEP PEPSICO INC 0.3%
Value ($000) $1,387 Shares 7,983 Est. Cost $96.21 Unrealized +49.1%
AVADEL PHARMACEUTICALS-ADR 0.2%
Value ($000) $1,172 Shares 145,000 Est. Cost $6.84 Unrealized
BA BOEING CO/THE 0.2%
Value ($000) $1,171 Shares 5,817 Est. Cost $216.67 Unrealized -2.5%
BP BP PLC-SPONS ADR 0.2%
Value ($000) $1,141 Shares 42,834 Est. Cost $36.41 Unrealized
GBTC GRAYSCALE BITCOIN TRUST BTC 0.2%
Value ($000) $1,041 Shares 30,404 Est. Cost $36.40 Unrealized
EMB ISHARES JP MORGAN USD EMERGI 0.2%
Value ($000) $1,014 Shares 9,300 Est. Cost $109.03 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.2%
Value ($000) $1,012 Shares 45,800 Est. Cost $22.10 Unrealized
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $1,008 Shares 30,775 Est. Cost $20.41 Unrealized
BGC PARTNERS INC-CL A 0.2%
Value ($000) $893 Shares 192,004 Est. Cost $5.24 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.2%
Value ($000) $879 Shares 40,020 Est. Cost $16.39 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $831 Shares 7,078 Est. Cost $83.54 Unrealized +15.0%
HLF HERBALIFE NUTRITION LTD 0.1%
Value ($000) $787 Shares 19,218 Est. Cost $49.04 Unrealized -15.2%
FDX FEDEX CORP 0.1%
Value ($000) $704 Shares 2,723 Est. Cost $157.04 Unrealized +40.0%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $686 Shares 12,363 Est. Cost $38.22 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $668 Shares 2,653 Est. Cost $77.58 Unrealized +177.1%
RITM NEW RESIDENTIAL INVESTMENT 0.1%
Value ($000) $654 Shares 61,020 Est. Cost $10.51 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $580 Shares 5,000 Est. Cost $68.40 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $512 Shares 2,995 Est. Cost $133.14 Unrealized
LYG LLOYDS BANKING GROUP PLC-ADR 0.1%
Value ($000) $510 Shares 200,000 Est. Cost $1.62 Unrealized
META META PLATFORMS INC-CLASS A 0.1%
Value ($000) $498 Shares 1,482 Est. Cost $183.97 Unrealized +79.2%
AGNC AGNC INVESTMENT CORP 0.1%
Value ($000) $495 Shares 32,890 Est. Cost $11.68 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.1%
Value ($000) $485 Shares 35,000 Est. Cost $6.67 Unrealized +98.5%
WELLS FARGO & COMPANY 0.1%
Value ($000) $465 Shares 18,000 Est. Cost $25.36 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST 0.1%
Value ($000) $460 Shares 14,225 Est. Cost $19.12 Unrealized
NEW YORK COMMUNITY BANCORP 0.1%
Value ($000) $458 Shares 37,516 Est. Cost $8.66 Unrealized
BANK OF AMERICA CORP 0.1%
Value ($000) $451 Shares 16,950 Est. Cost $23.55 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $415 Shares 15,900 Est. Cost $25.91 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $409 Shares 15,000 Est. Cost $26.43 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $377 Shares 3,200 Est. Cost $87.81 Unrealized
ABR ARBOR REALTY TRUST INC 0.1%
Value ($000) $366 Shares 20,000 Est. Cost $4.85 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $366 Shares 11,424 Est. Cost $28.54 Unrealized
KWEB KRANESHARES CSI CHINA INTERN 0.1%
Value ($000) $362 Shares 9,912 Est. Cost $43.20 Unrealized
PIMCO STRATEGIC INCOME FUND 0.1%
Value ($000) $360 Shares 53,000 Est. Cost $6.48 Unrealized
BANK OF AMERICA CORP 0.1%
Value ($000) $328 Shares 12,900 Est. Cost $25.46 Unrealized
PROSHARES SHORT S&P500 0.1%
Value ($000) $327 Shares 24,000 Est. Cost $22.37 Unrealized
LIT GLOBAL X LITHIUM & BATTERY T 0.1%
Value ($000) $290 Shares 3,434 Est. Cost $58.53 Unrealized
RIVERNRTH/DOUBLELNE STR OPP 0.1%
Value ($000) $288 Shares 20,277 Est. Cost $16.51 Unrealized
TGTX TG THERAPEUTICS INC 0.1%
Value ($000) $285 Shares 15,000 Est. Cost $18.69 Unrealized +38.9%
SONY SONY GROUP CORP - SP ADR 0.1%
Value ($000) $278 Shares 2,200 Est. Cost $52.44 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $234 Shares 5,981 Est. Cost $42.13 Unrealized -7.6%
DOCS DOXIMITY INC-CLASS A 0.0%
Value ($000) $233 Shares 4,647 Est. Cost $65.10 Unrealized 0.0%
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $226 Shares 600 Est. Cost $42.84 Unrealized +806.8%
F FORD MOTOR CO 0.0%
Value ($000) $226 Shares 10,870 Est. Cost $10.16 Unrealized +37.8%
NCLH NORWEGIAN CRUISE LINE HOLDIN 0.0%
Value ($000) $218 Shares 10,500 Est. Cost $23.31 Unrealized +2.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $195 Shares 3,120 Est. Cost $36.98 Unrealized +33.1%
WFC WELLS FARGO & CO 0.0%
Value ($000) $194 Shares 4,050 Est. Cost $31.72 Unrealized +40.0%
ACN ACCENTURE PLC-CL A 0.0%
Value ($000) $189 Shares 457 Est. Cost $180.23 Unrealized +90.5%
BARRICK GOLD CORP 0.0%
Value ($000) $186 Shares 9,800 Est. Cost $18.67 Unrealized
PIMCO DYNAMIC INCOME FUND 0.0%
Value ($000) $180 Shares 6,938 Est. Cost $25.69 Unrealized
PLTR PALANTIR TECHNOLOGIES INC-A 0.0%
Value ($000) $180 Shares 9,889 Est. Cost $17.94 Unrealized +23.1%
HEDJ WISDOMTREE EUROPE HEDGED EQU 0.0%
Value ($000) $178 Shares 2,220 Est. Cost $72.57 Unrealized
XHTAX INVESCO HI INC 2024 TRGT TRM 0.0%
Value ($000) $175 Shares 17,761 Est. Cost $10.38 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $172 Shares 451 Est. Cost $186.38 Unrealized +91.3%
MS MORGAN STANLEY 0.0%
Value ($000) $165 Shares 1,685 Est. Cost $40.18 Unrealized +115.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $157 Shares 450 Est. Cost $67.20 Unrealized +358.4%
NVDA NVIDIA CORP 0.0%
Value ($000) $153 Shares 520 Est. Cost $22.08 Unrealized +24.3%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $153 Shares 879 Est. Cost $74.57 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $145 Shares 3,062 Est. Cost $26.84 Unrealized +22.2%
CEDAR FAIR LP 0.0%
Value ($000) $142 Shares 2,844 Est. Cost $25.78 Unrealized
SOUTHERN CO 0.0%
Value ($000) $142 Shares 5,235 Est. Cost $24.79 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $142 Shares 1,900 Est. Cost $24.47 Unrealized +191.0%
HD HOME DEPOT INC 0.0%
Value ($000) $140 Shares 338 Est. Cost $147.52 Unrealized +132.6%
PNNT PENNANTPARK INVESTMENT CORP 0.0%
Value ($000) $139 Shares 20,000 Est. Cost $2.03 Unrealized +95.8%
ITOEF ITO EN LTD 0.0%
Value ($000) $139 Shares 2,700 Est. Cost $58.32 Unrealized +0.2%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $138 Shares 1,500 Est. Cost $161.63 Unrealized -26.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $135 Shares 1,791 Est. Cost $57.15 Unrealized +13.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $135 Shares 3,210 Est. Cost $43.44 Unrealized -0.8%
STERLING BANCORP/DE 0.0%
Value ($000) $134 Shares 5,213 Est. Cost $13.43 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $133 Shares 2,172 Est. Cost $39.87 Unrealized +35.2%
ABBV ABBVIE INC 0.0%
Value ($000) $131 Shares 970 Est. Cost $65.90 Unrealized +54.3%
CHIMERA INVESTMENT CORP 0.0%
Value ($000) $128 Shares 5,000 Est. Cost $15.41 Unrealized
MRMD MARIMED INC 0.0%
Value ($000) $125 Shares 144,585 Est. Cost $0.95 Unrealized -16.1%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $124 Shares 560 Est. Cost $136.98 Unrealized
EATON VANCE TAX MAN GLBL BR 0.0%
Value ($000) $123 Shares 11,000 Est. Cost $10.55 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $123 Shares 10,000 Est. Cost $6.25 Unrealized +74.1%
ECL ECOLAB INC 0.0%
Value ($000) $122 Shares 519 Est. Cost $78.35 Unrealized +175.1%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $122 Shares 2,000 Est. Cost $30.00 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $122 Shares 15,550 Est. Cost $7.20 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $120 Shares 697 Est. Cost $94.02 Unrealized
NKE NIKE INC -CL B 0.0%
Value ($000) $119 Shares 711 Est. Cost $66.39 Unrealized +132.8%
AT&T INC 0.0%
Value ($000) $115 Shares 4,290 Est. Cost $26.81 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $112 Shares 513 Est. Cost $138.00 Unrealized +49.2%
NLR VANECK URANIUM NUCLEAR ENE 0.0%
Value ($000) $111 Shares 2,031 Est. Cost $50.22 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $111 Shares 370 Est. Cost $101.49 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $109 Shares 1,500 Est. Cost $47.97 Unrealized +34.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $109 Shares 2,782 Est. Cost $23.44 Unrealized
LMPX LMP AUTOMOTIVE HOLDINGS INC 0.0%
Value ($000) $109 Shares 15,539 Est. Cost $0.01 Unrealized -28.2%
TGT TARGET CORP 0.0%
Value ($000) $109 Shares 469 Est. Cost $153.36 Unrealized +39.7%
TWITTER INC 0.0%
Value ($000) $107 Shares 2,476 Est. Cost $31.93 Unrealized
DUKE ENERGY CORP 0.0%
Value ($000) $106 Shares 3,875 Est. Cost $27.61 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $101 Shares 635 Est. Cost $39.23 Unrealized +286.0%
KRE SPDR S&P REGIONAL BANKING 0.0%
Value ($000) $100 Shares 1,410 Est. Cost $55.24 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $100 Shares 4,000 Est. Cost $23.72 Unrealized +6.2%
SHOO STEVEN MADDEN LTD 0.0%
Value ($000) $93 Shares 2,000 Est. Cost $26.51 Unrealized +57.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $93 Shares 1,276 Est. Cost $52.07 Unrealized +12.9%
NEM NEWMONT CORP 0.0%
Value ($000) $92 Shares 1,487 Est. Cost $40.64 Unrealized +22.6%
ETN EATON CORP PLC 0.0%
Value ($000) $86 Shares 497 Est. Cost $69.76 Unrealized +122.9%
ORCL ORACLE CORP 0.0%
Value ($000) $82 Shares 942 Est. Cost $48.47 Unrealized +83.4%
UPS UNITED PARCEL SERVICE-CL B 0.0%
Value ($000) $82 Shares 383 Est. Cost $74.38 Unrealized +126.6%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $79 Shares 320 Est. Cost $67.96 Unrealized +205.0%
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $79 Shares 10,200 Est. Cost $3.34 Unrealized +101.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $77 Shares 216 Est. Cost $309.25 Unrealized -0.1%
AYRWF AYR WELLNESS INC 0.0%
Value ($000) $76 Shares 5,000 Est. Cost $24.33 Unrealized -22.0%
GLAXOSMITHKLINE PLC-SPON ADR 0.0%
Value ($000) $75 Shares 1,700 Est. Cost $37.89 Unrealized
ADDYY ADIDAS AG-SPONSORED ADR 0.0%
Value ($000) $72 Shares 500 Est. Cost $79.01 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $71 Shares 630 Est. Cost $76.97 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $71 Shares 812 Est. Cost $47.96 Unrealized +53.1%
BROOKFIELD ASSET MANAGE-CL A 0.0%
Value ($000) $71 Shares 1,164 Est. Cost $45.36 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $70 Shares 182 Est. Cost $245.15 Unrealized +42.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $69 Shares 586 Est. Cost $85.61 Unrealized +24.9%
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $68 Shares 4,175 Est. Cost $17.36 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICI 0.0%
Value ($000) $67 Shares 1,868 Est. Cost $28.27 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $66 Shares 1,075 Est. Cost $88.81 Unrealized
BUD ANHEUSER-BUSCH INBEV-SPN ADR 0.0%
Value ($000) $64 Shares 1,049 Est. Cost $58.32 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $63 Shares 180 Est. Cost $406.12 Unrealized +2.1%
BRDCF BRIDGESTONE CORP 0.0%
Value ($000) $63 Shares 1,500 Est. Cost $38.22 Unrealized +0.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $63 Shares 387 Est. Cost $108.66 Unrealized +48.9%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $62 Shares 135 Est. Cost $244.44 Unrealized
QURATE RETAIL INC-SERIES A 0.0%
Value ($000) $62 Shares 8,144 Est. Cost $10.09 Unrealized
ODP CORP/THE 0.0%
Value ($000) $59 Shares 1,500 Est. Cost $29.00 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $57 Shares 215 Est. Cost $190.59 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $57 Shares 196 Est. Cost $202.14 Unrealized +18.5%
MSOS ADVISORSHARES PURE US CANN 0.0%
Value ($000) $57 Shares 2,234 Est. Cost $36.70 Unrealized
V VISA INC-CLASS A SHARES 0.0%
Value ($000) $57 Shares 263 Est. Cost $157.09 Unrealized +32.5%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $56 Shares 638 Est. Cost $65.07 Unrealized +13.5%
BLACKROCK MUNIHOLDINGS NJ QU 0.0%
Value ($000) $56 Shares 3,500 Est. Cost $13.03 Unrealized
PFIX SIMPLIFY INTEREST RATE HEDGE 0.0%
Value ($000) $56 Shares 1,500 Est. Cost $37.33 Unrealized
GOOG ALPHABET INC-CL C 0.0%
Value ($000) $55 Shares 19 Est. Cost $61.27 Unrealized +134.1%
T AT&T INC 0.0%
Value ($000) $53 Shares 2,141 Est. Cost $17.53 Unrealized -16.3%
ADBE ADOBE INC 0.0%
Value ($000) $52 Shares 92 Est. Cost $436.52 Unrealized +43.2%
XLV HEALTH CARE SELECT SECTOR 0.0%
Value ($000) $51 Shares 360 Est. Cost $116.67 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $51 Shares 763 Est. Cost $67.88 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $49 Shares 290 Est. Cost $82.53 Unrealized +59.9%
CMCSA COMCAST CORP-CLASS A 0.0%
Value ($000) $48 Shares 962 Est. Cost $31.67 Unrealized +45.7%
HP HELMERICH & PAYNE 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $19.38 Unrealized +47.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $47 Shares 94 Est. Cost $305.16 Unrealized +38.4%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $34.22 Unrealized
DHT DHT HOLDINGS INC 0.0%
Value ($000) $46 Shares 8,800 Est. Cost $4.08 Unrealized +10.9%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $46 Shares 150 Est. Cost $101.49 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $45 Shares 294 Est. Cost $107.71 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $45 Shares 465 Est. Cost $40.86 Unrealized
MMM 3M CO 0.0%
Value ($000) $43 Shares 240 Est. Cost $102.66 Unrealized +24.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $42 Shares 74 Est. Cost $350.12 Unrealized +39.4%
REDFIN CORP 0.0%
Value ($000) $41 Shares 1,075 Est. Cost $19.33 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $40 Shares 292 Est. Cost $97.11 Unrealized +29.1%
TWO HARBORS INVESTMENT CORP 0.0%
Value ($000) $40 Shares 7,000 Est. Cost $7.01 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $39 Shares 146 Est. Cost $191.78 Unrealized
COIN COINBASE GLOBAL INC -CLASS A 0.0%
Value ($000) $38 Shares 150 Est. Cost $259.62 Unrealized +12.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $38 Shares 2,420 Est. Cost $18.54 Unrealized -1.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $37 Shares 255 Est. Cost $47.85 Unrealized +180.9%
VFC VF CORP 0.0%
Value ($000) $37 Shares 500 Est. Cost $81.17 Unrealized -10.0%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $36 Shares 864 Est. Cost $62.81 Unrealized
EPI WISDOMTREE INDIA EARNINGS 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $22.78 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $36 Shares 619 Est. Cost $55.64 Unrealized +1.3%
WELLS FARGO & COMPANY 0.0%
Value ($000) $36 Shares 24 Est. Cost $1416.67 Unrealized
SL GREEN REALTY CORP 0.0%
Value ($000) $36 Shares 498 Est. Cost $70.21 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $35 Shares 148 Est. Cost $191.55 Unrealized +14.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $35 Shares 72 Est. Cost $411.96 Unrealized +12.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $35 Shares 1,013 Est. Cost $28.39 Unrealized -5.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $34 Shares 2,135 Est. Cost $10.33 Unrealized +27.7%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $33 Shares 560 Est. Cost $40.89 Unrealized +21.6%
MARA MARATHON DIGITAL HOLDINGS IN 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $30.98 Unrealized +54.5%
EWU ISHARES MSCI UNITED KINGDOM 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $25.00 Unrealized
MANDIANT INC 0.0%
Value ($000) $33 Shares 1,900 Est. Cost $17.37 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $33 Shares 60 Est. Cost $43.22 Unrealized +100.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $33 Shares 49 Est. Cost $367.81 Unrealized +67.8%
UNITED STATES STEEL CORP 0.0%
Value ($000) $33 Shares 1,370 Est. Cost $21.29 Unrealized
TSNDF TERRASCEND CORP 0.0%
Value ($000) $33 Shares 5,350 Est. Cost $2.88 Unrealized +109.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $32 Shares 309 Est. Cost $65.38 Unrealized +31.9%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $31 Shares 25 Est. Cost $117.17 Unrealized +12.7%
IUSV ISHARES CORE S&P U.S. VALUE 0.0%
Value ($000) $31 Shares 400 Est. Cost $62.50 Unrealized
LIBERTY MEDIA CORP-LIBERTY-A 0.0%
Value ($000) $30 Shares 500 Est. Cost $30.00 Unrealized
CUZ COUSINS PROPERTIES INC 0.0%
Value ($000) $29 Shares 709 Est. Cost $36.67 Unrealized
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $29 Shares 402 Est. Cost $66.51 Unrealized 0.0%
DIA SPDR DJIA TRUST 0.0%
Value ($000) $29 Shares 80 Est. Cost $287.50 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $29 Shares 957 Est. Cost $14.01 Unrealized +83.2%
CPNG COUPANG INC 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $40.95 Unrealized -31.2%
CRON CRONOS GROUP INC 0.0%
Value ($000) $29 Shares 7,500 Est. Cost $6.65 Unrealized -24.8%
MOS MOSAIC CO/THE 0.0%
Value ($000) $29 Shares 750 Est. Cost $20.96 Unrealized +65.6%
BXMT BLACKSTONE MORTGAGE TRU-CL A 0.0%
Value ($000) $29 Shares 941 Est. Cost $28.50 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $28 Shares 462 Est. Cost $55.70 Unrealized +2.7%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $28 Shares 500 Est. Cost $35.88 Unrealized +44.4%
DOW DOW INC 0.0%
Value ($000) $28 Shares 500 Est. Cost $43.21 Unrealized +4.2%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $27 Shares 50 Est. Cost $420.00 Unrealized
MAR MARRIOTT INTERNATIONAL -CL A 0.0%
Value ($000) $27 Shares 165 Est. Cost $91.63 Unrealized +65.6%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $27 Shares 765 Est. Cost $21.95 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $27 Shares 200 Est. Cost $98.56 Unrealized +8.1%
PAINREFORM LTD 0.0%
Value ($000) $27 Shares 20,000 Est. Cost $4.40 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $8.14 Unrealized +295.3%
SL GREEN REALTY CORP 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $25.00 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $25 Shares 423 Est. Cost $31.02 Unrealized +64.5%
VEU VANGUARD FTSE ALL-WORLD EX-U 0.0%
Value ($000) $25 Shares 400 Est. Cost $52.50 Unrealized
TURQUOISE HILL RESOURCES LTD 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $12.67 Unrealized
CXM SPRINKLR INC-A 0.0%
Value ($000) $24 Shares 1,491 Est. Cost $16.34 Unrealized 0.0%
BLACKROCK RESOURCES & COMMOD 0.0%
Value ($000) $24 Shares 2,575 Est. Cost $8.68 Unrealized
PENNYMAC MTGE INVESTMENT 0.0%
Value ($000) $24 Shares 900 Est. Cost $16.71 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $24 Shares 129 Est. Cost $126.99 Unrealized +15.0%
BTG B2GOLD CORP 0.0%
Value ($000) $24 Shares 6,000 Est. Cost $3.18 Unrealized +6.5%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $23 Shares 155 Est. Cost $166.47 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $23 Shares 191 Est. Cost $203.66 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $23 Shares 13 Est. Cost $32.76 Unrealized +7.5%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $23 Shares 319 Est. Cost $19.62 Unrealized +196.0%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $22 Shares 1,050 Est. Cost $19.05 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $22 Shares 47 Est. Cost $280.74 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $22 Shares 267 Est. Cost $27.24 Unrealized +7.2%
BLACKROCK MULTI-SECTOR INCOM 0.0%
Value ($000) $21 Shares 1,176 Est. Cost $17.86 Unrealized
YAMANA GOLD INC 0.0%
Value ($000) $21 Shares 5,000 Est. Cost $3.00 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $21 Shares 440 Est. Cost $26.29 Unrealized +56.0%
USMV ISHARES MSCI USA MIN VOL FAC 0.0%
Value ($000) $21 Shares 254 Est. Cost $54.91 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $21 Shares 129 Est. Cost $90.73 Unrealized +33.7%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $20 Shares 300 Est. Cost $44.10 Unrealized +25.4%
SO SOUTHERN CO/THE 0.0%
Value ($000) $20 Shares 295 Est. Cost $39.31 Unrealized +39.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $28.64 Unrealized +7.1%
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $20 Shares 800 Est. Cost $17.29 Unrealized +6.4%
QSI QUANTUM-SI INC 0.0%
Value ($000) $20 Shares 2,499 Est. Cost $10.48 Unrealized -28.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $11.35 Unrealized +3.6%
ARGONAUT GOLD INC 0.0%
Value ($000) $19 Shares 10,000 Est. Cost $0.70 Unrealized
HSY HERSHEY CO/THE 0.0%
Value ($000) $19 Shares 100 Est. Cost $117.69 Unrealized +39.0%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $11.28 Unrealized -45.7%
SANDSTORM GOLD LTD 0.0%
Value ($000) $19 Shares 3,000 Est. Cost $5.00 Unrealized
PK PARK HOTELS & RESORTS INC 0.0%
Value ($000) $19 Shares 994 Est. Cost $11.39 Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $18 Shares 75 Est. Cost $241.13 Unrealized +3.8%
ZTS ZOETIS INC 0.0%
Value ($000) $18 Shares 74 Est. Cost $205.06 Unrealized +2.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $17 Shares 146 Est. Cost $99.02 Unrealized +3.2%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $17 Shares 150 Est. Cost $66.67 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $17 Shares 62 Est. Cost $123.20 Unrealized +97.9%
TMUS T-MOBILE US INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $121.73 Unrealized -6.6%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $130.00 Unrealized
SKY SKYLINE CHAMPION CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $14.91 Unrealized +384.2%
FNMA FANNIE MAE 0.0%
Value ($000) $15 Shares 18,875 Est. Cost $2.24 Unrealized -59.6%
February 22 Calls on PYPL US 0.0%
Value ($000) $15 Shares 25 Est. Cost Unrealized
BLACKROCK ENHANCED GLOBAL DI 0.0%
Value ($000) $15 Shares 1,234 Est. Cost $11.35 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $14 Shares 800 Est. Cost $17.68 Unrealized +16.8%
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $14 Shares 692 Est. Cost $7.29 Unrealized +61.2%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $14 Shares 60 Est. Cost $191.52 Unrealized +2.7%
BITW BITWISE 10 CRYPTO INDEX FUND 0.0%
Value ($000) $13 Shares 350 Est. Cost $82.86 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value ($000) $13 Shares 70 Est. Cost $195.31 Unrealized +20.4%
LEXX LEXARIA BIOSCIENCE CORP 0.0%
Value ($000) $13 Shares 3,333 Est. Cost $5.86 Unrealized -2.9%
CANOPY GROWTH CORP 0.0%
Value ($000) $13 Shares 1,479 Est. Cost $31.08 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $13 Shares 267 Est. Cost $25.02 Unrealized +74.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $12 Shares 150 Est. Cost $85.65 Unrealized -6.8%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $12 Shares 1,868 Est. Cost $13.50 Unrealized -34.9%
NOK NOKIA CORP-SPON ADR 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $3.75 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $12 Shares 120 Est. Cost $52.26 Unrealized +99.6%
PAYSAFE LTD 0.0%
Value ($000) $12 Shares 3,000 Est. Cost $12.33 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $11 Shares 18 Est. Cost $53.60 Unrealized +19.2%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $11 Shares 73 Est. Cost $108.09 Unrealized +29.1%
MOAT VANECK MORNINGSTAR WIDE MOAT 0.0%
Value ($000) $11 Shares 140 Est. Cost $57.14 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $10 Shares 30 Est. Cost $166.67 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $10 Shares 122 Est. Cost $71.03 Unrealized +3.0%
AVGO BROADCOM INC 0.0%
Value ($000) $10 Shares 15 Est. Cost $41.65 Unrealized +24.3%
WDAY WORKDAY INC-CLASS A 0.0%
Value ($000) $10 Shares 36 Est. Cost $189.08 Unrealized +46.8%
INTU INTUIT INC 0.0%
Value ($000) $10 Shares 15 Est. Cost $373.72 Unrealized +60.9%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $9 Shares 62 Est. Cost $117.59 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $9 Shares 20 Est. Cost $450.00 Unrealized
GXO GXO LOGISTICS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $75.70 Unrealized +18.7%
ROKU ROKU INC 0.0%
Value ($000) $9 Shares 40 Est. Cost $225.52 Unrealized +19.6%
MET METLIFE INC 0.0%
Value ($000) $8 Shares 121 Est. Cost $40.77 Unrealized +35.8%
AMYRIS INC 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $14.00 Unrealized
XPO XPO LOGISTICS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $48.84 Unrealized -4.9%
DRIV GLOBAL X AUTONOMOUS&ELEC-ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.67 Unrealized
QUAL ISHARES MSCI USA QUALITY FAC 0.0%
Value ($000) $8 Shares 52 Est. Cost $89.51 Unrealized
ROMEO POWER INC 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $8.27 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $7 Shares 10 Est. Cost $600.00 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $7 Shares 76 Est. Cost $68.82 Unrealized +12.4%
RUN SUNRUN INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $47.72 Unrealized -1.9%
JBGS JBG SMITH PROPERTIES 0.0%
Value ($000) $7 Shares 233 Est. Cost $34.33 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $7 Shares 8 Est. Cost $693.33 Unrealized +6.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $7 Shares 250 Est. Cost $39.87 Unrealized -28.0%
METACRINE INC 0.0%
Value ($000) $7 Shares 11,000 Est. Cost $3.74 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $7 Shares 39 Est. Cost $151.36 Unrealized +12.4%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $7 Shares 274 Est. Cost $27.46 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $200.25 Unrealized -7.5%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $6 Shares 46 Est. Cost $108.63 Unrealized +9.3%
MUB ISHARES NATIONAL MUNI BOND E 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.09 Unrealized
SHOP SHOPIFY INC - CLASS A 0.0%
Value ($000) $6 Shares 4 Est. Cost $104.97 Unrealized +39.2%
ELV ANTHEM INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $357.60 Unrealized +11.1%
HTZ HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $6 Shares 226 Est. Cost $17.50 Unrealized +45.6%
LOW LOWES COS INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $156.97 Unrealized +40.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $159.59 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $6 Shares 80 Est. Cost $80.69 Unrealized +24.4%
SDCCQ SMILEDIRECTCLUB INC 0.0%
Value ($000) $6 Shares 2,715 Est. Cost $10.34 Unrealized -59.6%
EBAY EBAY INC 0.0%
Value ($000) $5 Shares 79 Est. Cost $66.14 Unrealized -0.2%
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $5 Shares 65 Est. Cost $42.61 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 8 Est. Cost $552.79 Unrealized +16.3%
ETSY ETSY INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $209.31 Unrealized +15.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5 Shares 68 Est. Cost $41.39 Unrealized +51.3%
AVEO PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.00 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $5 Shares 14 Est. Cost $198.70 Unrealized +35.9%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $245.17 Unrealized +13.5%
CROX CROCS INC 0.0%
Value ($000) $5 Shares 38 Est. Cost $143.90 Unrealized +7.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $80.91 Unrealized -5.7%
BKD BROOKDALE SENIOR LIVING INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $36.87 Unrealized -83.1%
IESC IES HOLDINGS INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $18.11 Unrealized +176.6%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $56.81 Unrealized +48.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
VMWARE INC-CLASS A 0.0%
Value ($000) $4 Shares 32 Est. Cost $128.91 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $361.20 Unrealized +7.6%
XYL XYLEM INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $59.05 Unrealized +99.9%
LZAGY LONZA GROUP AG-UNSPON ADR 0.0%
Value ($000) $4 Shares 45 Est. Cost $66.67 Unrealized
ATLASSIAN CORP PLC-CLASS A 0.0%
Value ($000) $4 Shares 10 Est. Cost $400.00 Unrealized
IHS MARKIT LTD 0.0%
Value ($000) $4 Shares 29 Est. Cost $103.45 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $4 Shares 22 Est. Cost $181.82 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $252.41 Unrealized +2.8%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $127.33 Unrealized +17.8%
CSL CARLISLE COS INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $192.03 Unrealized +14.1%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.76 Unrealized +52.2%
DARE BIOSCIENCE INC 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.00 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $65.30 Unrealized +9.7%
CSX CSX CORP 0.0%
Value ($000) $4 Shares 108 Est. Cost $30.14 Unrealized +10.4%
DE DEERE & CO 0.0%
Value ($000) $4 Shares 12 Est. Cost $307.48 Unrealized +6.9%
GWW WW GRAINGER INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $414.76 Unrealized +9.1%
DOV DOVER CORP 0.0%
Value ($000) $4 Shares 23 Est. Cost $156.61 Unrealized +2.8%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $4 Shares 17 Est. Cost $184.98 Unrealized +13.7%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $148.27 Unrealized +12.8%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $100.21 Unrealized +1.5%
UE URBAN EDGE PROPERTIES 0.0%
Value ($000) $4 Shares 233 Est. Cost $25.75 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $125.24 Unrealized -14.2%
TAK TAKEDA PHARMACEUTIC-SP ADR 0.0%
Value ($000) $4 Shares 327 Est. Cost $20.25 Unrealized
AVIR ATEA PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $30.05 Unrealized -48.1%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $4 Shares 60 Est. Cost $51.30 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $137.66 Unrealized +16.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $4 Shares 12 Est. Cost $228.85 Unrealized +11.5%
XYZ BLOCK INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $170.82 Unrealized +26.9%
EEMV ISHARES MSCI EMG MKT MIN VOL 0.0%
Value ($000) $4 Shares 56 Est. Cost $58.01 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $4 Shares 9 Est. Cost $324.15 Unrealized +1.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $313.23 Unrealized +9.8%
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $3 Shares 150 Est. Cost $16.56 Unrealized +15.9%
PATK PATRICK INDUSTRIES INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $26.11 Unrealized +88.9%
DELL DELL TECHNOLOGIES -C 0.0%
Value ($000) $3 Shares 59 Est. Cost $31.93 Unrealized +60.1%
PHM PULTEGROUP INC 0.0%
Value ($000) $3 Shares 59 Est. Cost $49.77 Unrealized -1.0%
CACC CREDIT ACCEPTANCE CORP 0.0%
Value ($000) $3 Shares 5 Est. Cost $544.85 Unrealized +18.1%
NXST NEXSTAR MEDIA GROUP INC-CL A 0.0%
Value ($000) $3 Shares 23 Est. Cost $126.92 Unrealized +5.6%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $3 Shares 37 Est. Cost $62.95 Unrealized -2.2%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $3 Shares 53 Est. Cost $36.41 Unrealized +10.6%
HOLX HOLOGIC INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $74.99 Unrealized -2.0%
PINS PINTEREST INC- CLASS A 0.0%
Value ($000) $3 Shares 70 Est. Cost $44.44 Unrealized 0.0%
MAN MANPOWERGROUP INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $116.55 Unrealized -13.8%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $3 Shares 125 Est. Cost $26.67 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $3 Shares 175 Est. Cost $9.37 Unrealized +39.0%
HUN HUNTSMAN CORP 0.0%
Value ($000) $3 Shares 78 Est. Cost $26.33 Unrealized +24.0%
OSS ONE STOP SYSTEMS INC 0.0%
Value ($000) $3 Shares 550 Est. Cost $2.09 Unrealized +139.3%
MCK MCKESSON CORP 0.0%
Value ($000) $3 Shares 11 Est. Cost $195.10 Unrealized +10.1%
AWI ARMSTRONG WORLD INDUSTRIES 0.0%
Value ($000) $3 Shares 24 Est. Cost $100.21 Unrealized +3.2%
ALC ALCON INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $75.98 Unrealized +7.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $186.49 Unrealized +10.1%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $58.57 Unrealized +3.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $325.11 Unrealized +6.2%
ADSK AUTODESK INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $288.38 Unrealized +1.1%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $3 Shares 13 Est. Cost $35.98 Unrealized +13.2%
APTIV PLC 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $94.87 Unrealized -3.7%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $3 Shares 216 Est. Cost $45.67 Unrealized
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $47.27 Unrealized -6.0%
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $3 Shares 4 Est. Cost $750.00 Unrealized
NEAR BLACKROCK SHORT MATURITY BON 0.0%
Value ($000) $3 Shares 64 Est. Cost $49.51 Unrealized
AES AES CORP 0.0%
Value ($000) $3 Shares 132 Est. Cost $20.54 Unrealized +0.7%
BOX BOX INC - CLASS A 0.0%
Value ($000) $2 Shares 58 Est. Cost $24.91 Unrealized +3.4%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 20 Est. Cost $54.60 Unrealized +60.0%
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $97.16 Unrealized +36.0%
FMCC FREDDIE MAC 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $2.36 Unrealized -61.9%
PRI PRIMERICA INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $148.81 Unrealized +6.6%
MTB M & T BANK CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $120.25 Unrealized +11.7%
POST POST HOLDINGS INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $70.92 Unrealized -3.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $37.59 Unrealized -7.0%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $51.70 Unrealized +8.6%
AON AON PLC-CLASS A 0.0%
Value ($000) $2 Shares 8 Est. Cost $260.29 Unrealized +11.8%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $114.26 Unrealized -3.8%
ESS ESSEX PROPERTY TRUST INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $275.34 Unrealized +5.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $93.58 Unrealized -5.2%
FIS FIDELITY NATIONAL INFO SERV 0.0%
Value ($000) $2 Shares 21 Est. Cost $120.76 Unrealized -15.5%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 16 Est. Cost $151.09 Unrealized -13.0%
ALLY ALLY FINANCIAL INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $44.31 Unrealized -3.8%
MCY MERCURY GENERAL CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $59.72 Unrealized -10.1%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $59.14 Unrealized +8.7%
SYK STRYKER CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $227.77 Unrealized +10.3%
ACM AECOM 0.0%
Value ($000) $2 Shares 24 Est. Cost $61.23 Unrealized +10.3%
SPLUNK INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $68.51 Unrealized -5.9%
ALSN ALLISON TRANSMISSION HOLDING 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.58 Unrealized -7.0%
EME EMCOR GROUP INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $118.09 Unrealized +3.4%
VTWG VANGUARD RUSSELL 2000 GROWTH 0.0%
Value ($000) $2 Shares 8 Est. Cost $125.00 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $54.87 Unrealized -0.0%
SNOW SNOWFLAKE INC-CLASS A 0.0%
Value ($000) $2 Shares 5 Est. Cost $233.54 Unrealized +49.2%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $78.90 Unrealized +4.6%
GEM GOLDMAN SACHS ACTIVEBETA EM 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC - A 0.0%
Value ($000) $2 Shares 8 Est. Cost $215.19 Unrealized +13.2%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $112.38 Unrealized +4.2%
PRQR PROQR THERAPEUTICS NV 0.0%
Value ($000) $2 Shares 199 Est. Cost $5.23 Unrealized +45.6%
OGE OGE ENERGY CORP 0.0%
Value ($000) $2 Shares 41 Est. Cost $34.53 Unrealized +1.5%
SE SEA LTD-ADR 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
BALL BALL CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $83.70 Unrealized +4.4%
SONO SONOS INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $18.64 Unrealized +70.6%
PPC PILGRIMS PRIDE CORP 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.07 Unrealized +13.5%
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.68 Unrealized +9.7%
PTON PELOTON INTERACTIVE INC-A 0.0%
Value ($000) $2 Shares 60 Est. Cost $40.57 Unrealized +50.5%
DXCM DEXCOM INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $126.11 Unrealized +13.9%
AZO AUTOZONE INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $1603.98 Unrealized +16.1%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $85.90 Unrealized +15.5%
TSN TYSON FOODS INC-CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $65.81 Unrealized +9.6%
FREDDIE MAC 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.90 Unrealized
BLACKROCK ENHANCED EQTY DVD 0.0%
Value ($000) $1 Shares 72 Est. Cost $16.40 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.59 Unrealized 0.0%
LAZYDAYS HOLDINGS INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $34.89 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 131 Est. Cost $7.63 Unrealized
NG NOVAGOLD RESOURCES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.33 Unrealized -21.8%
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 197 Est. Cost $3.44 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $101.79 Unrealized +84.1%
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $1 Shares 4 Est. Cost $63.44 Unrealized +126.8%
TAP MOLSON COORS BEVERAGE CO - B 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.65 Unrealized -5.4%
ENCORE WIRE CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $375.00 Unrealized
NERD ROUNDHILL BITKRAFT ESPORTS 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
INVESCO MORTGAGE CAPITAL 0.0%
Value ($000) $1 Shares 199 Est. Cost $5.50 Unrealized
STORE CAPITAL CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
BNTX BIONTECH SE-ADR 0.0%
Value ($000) $1 Shares 2 Est. Cost $750.00 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $14.28 Unrealized +18.2%
VEEV VEEVA SYSTEMS INC-CLASS A 0.0%
Value ($000) $1 Shares 2 Est. Cost $317.35 Unrealized -8.4%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $11.72 Unrealized -5.1%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $1 Shares 23 Est. Cost $20.33 Unrealized +11.7%
SIO GENE THERAPIES INC 0.0%
Value ($000) $1 Shares 320 Est. Cost $3.13 Unrealized
GTBIF GREEN THUMB INDUSTRIES INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $22.13 Unrealized 0.0%
UHS UNIVERSAL HEALTH SERVICES-B 0.0%
Value ($000) $1 Shares 3 Est. Cost $147.91 Unrealized -15.0%
JIG JPMORGAN INTERNATIONAL GROWT 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
BERRY GLOBAL GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CERS CERUS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $6.73 Unrealized 0.0%
THERAPEUTICSMD INC 0.0%
Value ($000) $1 Shares 860 Est. Cost $1.16 Unrealized
ORCHARD THERAPEUTICS PLC-ADR 0.0%
Value ($000) $1 Shares 220 Est. Cost $4.55 Unrealized
PROVENTION BIO INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
VRAYQ VIEWRAY INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $6.09 Unrealized 0.0%
XES SPDR OIL & GAS EQUIP & SERV 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
NIO NIO INC - ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
MGM GROWTH PROPERTIES LLC-A 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.59 Unrealized -9.3%
WEN WENDY'S CO/THE 0.0%
Value ($000) $1 Shares 41 Est. Cost $22.80 Unrealized -2.4%
BETZ ROUNDHILL SPORTS BET & IGAM 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
DRAFTKINGS INC - CL A 0.0%
Value ($000) $1 Shares 32 Est. Cost $38.42 Unrealized
NTNX NUTANIX INC - A 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.80 Unrealized -9.3%
GENMF GENERATION MINING LTD 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.69 Unrealized -15.8%
SOS LTD 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
PATH UIPATH INC - CLASS A 0.0%
Value ($000) $1 Shares 19 Est. Cost $60.53 Unrealized -18.5%
ETR ENTERGY CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $45.58 Unrealized -1.0%
AMCX AMC NETWORKS INC-A 0.0%
Value ($000) $1 Shares 22 Est. Cost $51.11 Unrealized -18.5%
SURFACE ONCOLOGY INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CURIS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CGEN COMPUGEN LTD 0.0%
Value ($000) $1 Shares 50 Est. Cost $5.41 Unrealized 0.0%
RKT ROCKET COS INC-CLASS A 0.0%
Value ($000) $1 Shares 14 Est. Cost $19.59 Unrealized -28.6%
UNRIVALED BRANDS INC 0.0%
Value ($000) $1 Shares 667 Est. Cost $1.50 Unrealized
SCHX SCHWAB US LARGE-CAP ETF 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
ACER THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
AMLM AMERICAN LITHIUM MINERALS IN 0.0%
Value ($000) $1 Shares 500 Est. Cost $0.04 Unrealized +579.0%
EVOGENE LTD 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
KALA PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
January 22 Calls on TXMD US 0.0%
Value ($000) $1 Shares 1 Est. Cost Unrealized
HMNY HELIOS AND MATHESON ANALYTIC 0.0%
Value ($000) $1 Shares 25,000 Est. Cost $10.00 Unrealized -100.0%
SPOWF STRATA POWER CORP 0.0%
Value ($000) $1 Shares 1,340 Est. Cost $0.12 Unrealized -81.2%
BIONANO GENOMICS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
BBU BROOKFIELD BUSINESS PT-UNIT 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
NIKOLA CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $20.00 Unrealized
PARAMOUNT GROUP INC 0.0%
Value ($000) $1 Shares 175 Est. Cost $11.43 Unrealized
NEW YORK MORTGAGE TRUST INC 0.0%
Value ($000) $1 Shares 392 Est. Cost $2.95 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $1 Shares 61 Est. Cost $16.39 Unrealized
MITT AG MORTGAGE INVESTMENT TRUST 0.0%
Value ($000) $1 Shares 138 Est. Cost $14.60 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $1 Shares 15 Est. Cost $74.35 Unrealized -2.5%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $49.65 Unrealized -61.4%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $153.34 Unrealized +10.0%
OMC OMNICOM GROUP 0.0%
Value ($000) $1 Shares 17 Est. Cost $63.56 Unrealized -3.3%
CASPER SLEEP INC 0.0%
Value ($000) $1 Shares 180 Est. Cost $5.56 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $327.75 Unrealized -21.5%
OPTU ALTICE USA INC- A 0.0%
Value ($000) $1 Shares 72 Est. Cost $29.13 Unrealized -41.8%
MAA MID-AMERICA APARTMENT COMM 0.0%
Value ($000) $1 Shares 5 Est. Cost $160.96 Unrealized +10.8%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.31 Unrealized 0.0%
INVH INVITATION HOMES INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $34.81 Unrealized +3.6%
RBLX ROBLOX CORP -CLASS A 0.0%
Value ($000) $1 Shares 10 Est. Cost $97.14 Unrealized 0.0%