M Holdings Securities, Inc. Diversified Active

CIK: 0001569638 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 19, 2021

Total Value ($000): $1,023,117 (100.0% shares, 0.0% debt)

Holdings (229)

SPY SPDR S&P 500 ETF TR 9.7%
Value ($000) $99,271 Shares 231,910 Est. Cost $300.58 Unrealized
IVV ISHARES TR 6.5%
Value ($000) $66,619 Shares 154,957 Est. Cost $316.30 Unrealized
QQQ INVESCO QQQ TR 3.4%
Value ($000) $35,281 Shares 99,542 Est. Cost $228.66 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $33,189 Shares 242,329 Est. Cost $100.25 Unrealized +26.1%
DFAC DIMENSIONAL ETF TRUST 3.0%
Value ($000) $31,129 Shares 1,153,788 Est. Cost $26.98 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $23,230 Shares 244,344 Est. Cost $90.76 Unrealized
SPSB SPDR SER TR 2.0%
Value ($000) $20,897 Shares 667,651 Est. Cost $31.03 Unrealized
FTSD FRANKLIN ETF TR 1.9%
Value ($000) $19,699 Shares 207,524 Est. Cost $95.43 Unrealized
DLN WISDOMTREE TR 1.9%
Value ($000) $19,497 Shares 162,044 Est. Cost $85.21 Unrealized
IJR ISHARES TR 1.9%
Value ($000) $19,143 Shares 169,434 Est. Cost $68.86 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $17,100 Shares 63,123 Est. Cost $130.06 Unrealized +88.2%
VTV VANGUARD INDEX FDS 1.7%
Value ($000) $16,925 Shares 123,130 Est. Cost $100.63 Unrealized
SPMD SPDR SER TR 1.6%
Value ($000) $16,564 Shares 350,867 Est. Cost $25.33 Unrealized
TPICQ TPI COMPOSITES INC 1.6%
Value ($000) $16,073 Shares 331,959 Est. Cost $49.15 Unrealized 0.0%
QUAL ISHARES TR 1.6%
Value ($000) $15,863 Shares 119,390 Est. Cost $121.08 Unrealized
BOND PIMCO ETF TR 1.5%
Value ($000) $15,547 Shares 140,114 Est. Cost $108.32 Unrealized
DLS WISDOMTREE TR 1.5%
Value ($000) $15,506 Shares 207,626 Est. Cost $50.38 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $15,232 Shares 19,037 Est. Cost $4.26 Unrealized +274.9%
DWM WISDOMTREE TR 1.3%
Value ($000) $13,186 Shares 241,894 Est. Cost $40.84 Unrealized
AGO ASSURED GUARANTY LTD 1.2%
Value ($000) $12,760 Shares 268,740 Est. Cost $25.99 Unrealized +68.3%
VNQ VANGUARD INDEX FDS 1.2%
Value ($000) $12,216 Shares 120,007 Est. Cost $74.61 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $12,160 Shares 548,999 Est. Cost $21.72 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $11,829 Shares 343,755 Est. Cost $32.37 Unrealized
FLQL FRANKLIN TEMPLETON ETF TR 1.1%
Value ($000) $11,759 Shares 274,682 Est. Cost $30.99 Unrealized
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $10,178 Shares 45,676 Est. Cost $134.22 Unrealized
IEF ISHARES TR 1.0%
Value ($000) $10,060 Shares 87,109 Est. Cost $119.58 Unrealized
VAW VANGUARD WORLD FDS 0.9%
Value ($000) $8,966 Shares 49,592 Est. Cost $118.33 Unrealized
ARTY ISHARES TR 0.8%
Value ($000) $7,806 Shares 173,896 Est. Cost $32.76 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.7%
Value ($000) $7,632 Shares 133,653 Est. Cost $56.66 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $7,502 Shares 32,705 Est. Cost $176.47 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $7,333 Shares 47,144 Est. Cost $96.48 Unrealized +44.8%
TSLA TESLA INC 0.7%
Value ($000) $7,103 Shares 10,450 Est. Cost $118.07 Unrealized +83.9%
GSIE GOLDMAN SACHS ETF TR 0.7%
Value ($000) $6,928 Shares 198,345 Est. Cost $28.43 Unrealized
ANGL VANECK VECTORS ETF TR 0.6%
Value ($000) $6,519 Shares 198,135 Est. Cost $29.52 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $6,485 Shares 76,019 Est. Cost $58.32 Unrealized +29.8%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $6,483 Shares 102,771 Est. Cost $48.45 Unrealized +3.3%
IWB ISHARES TR 0.6%
Value ($000) $6,363 Shares 26,283 Est. Cost $149.48 Unrealized
SCZ ISHARES TR 0.6%
Value ($000) $6,357 Shares 85,720 Est. Cost $59.03 Unrealized
INVESCO ACTIVELY MANAGED ETF 0.6%
Value ($000) $6,254 Shares 107,711 Est. Cost $52.33 Unrealized
META FACEBOOK INC 0.6%
Value ($000) $5,933 Shares 17,063 Est. Cost $151.19 Unrealized +110.7%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $5,931 Shares 24,986 Est. Cost $157.25 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,759 Shares 42,683 Est. Cost $96.64 Unrealized +24.9%
USRT ISHARES TR 0.6%
Value ($000) $5,756 Shares 98,667 Est. Cost $43.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $5,668 Shares 20,396 Est. Cost $213.67 Unrealized +30.8%
WMT WALMART INC 0.5%
Value ($000) $5,314 Shares 37,684 Est. Cost $32.36 Unrealized +35.4%
CCI CROWN CASTLE INTL CORP NEW 0.5%
Value ($000) $5,290 Shares 27,116 Est. Cost $127.79 Unrealized +17.4%
SPSM SPDR SER TR 0.5%
Value ($000) $5,086 Shares 115,754 Est. Cost $21.84 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $5,085 Shares 84,828 Est. Cost $59.79 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $5,060 Shares 28,789 Est. Cost $126.83 Unrealized +38.5%
V VISA INC 0.5%
Value ($000) $5,045 Shares 21,578 Est. Cost $126.17 Unrealized +75.2%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,908 Shares 91,103 Est. Cost $40.77 Unrealized
SNSR GLOBAL X FDS 0.5%
Value ($000) $4,864 Shares 136,198 Est. Cost $30.18 Unrealized
EFA ISHARES TR 0.5%
Value ($000) $4,788 Shares 60,703 Est. Cost $64.90 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $4,766 Shares 28,773 Est. Cost $157.16 Unrealized
SMB VANECK VECTORS ETF TR 0.5%
Value ($000) $4,663 Shares 258,097 Est. Cost $18.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $4,563 Shares 71,990 Est. Cost $52.60 Unrealized
KOMP SPDR SER TR 0.4%
Value ($000) $4,546 Shares 68,000 Est. Cost $67.26 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $4,430 Shares 16,485 Est. Cost $165.80 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $4,399 Shares 15,336 Est. Cost $144.39 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $4,394 Shares 15,074 Est. Cost $117.15 Unrealized +124.9%
LQD ISHARES TR 0.4%
Value ($000) $4,339 Shares 32,297 Est. Cost $132.08 Unrealized
T AT&T INC 0.4%
Value ($000) $4,171 Shares 144,917 Est. Cost $15.89 Unrealized +6.9%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $4,166 Shares 10,977 Est. Cost $197.01 Unrealized +62.1%
HYG ISHARES TR 0.4%
Value ($000) $4,140 Shares 47,023 Est. Cost $87.61 Unrealized
PEOPLES UNITED FINANCIAL INC 0.4%
Value ($000) $4,131 Shares 240,990 Est. Cost $16.08 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,992 Shares 24,232 Est. Cost $109.52 Unrealized +32.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $3,453 Shares 65,144 Est. Cost $30.47 Unrealized +50.4%
HD HOME DEPOT INC 0.3%
Value ($000) $3,415 Shares 10,710 Est. Cost $242.56 Unrealized +17.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $3,391 Shares 40,644 Est. Cost $57.15 Unrealized +23.3%
PEP PEPSICO INC 0.3%
Value ($000) $3,318 Shares 22,390 Est. Cost $95.91 Unrealized +31.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,250 Shares 31,031 Est. Cost $78.09 Unrealized +11.5%
O REALTY INCOME CORP 0.3%
Value ($000) $3,216 Shares 48,182 Est. Cost $46.64 Unrealized +11.1%
ISCG ISHARES TR 0.3%
Value ($000) $3,169 Shares 61,166 Est. Cost $82.66 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $3,103 Shares 13,433 Est. Cost $192.79 Unrealized +8.6%
IJS ISHARES TR 0.3%
Value ($000) $3,076 Shares 29,180 Est. Cost $101.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $3,049 Shares 54,409 Est. Cost $38.41 Unrealized +13.0%
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $3,000 Shares 10,351 Est. Cost $277.99 Unrealized
MOO VANECK VECTORS ETF TR 0.3%
Value ($000) $2,934 Shares 32,209 Est. Cost $60.41 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value ($000) $2,918 Shares 70,782 Est. Cost $25.59 Unrealized +42.8%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $2,902 Shares 18,746 Est. Cost $103.03 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $2,841 Shares 21,723 Est. Cost $67.75 Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $2,792 Shares 27,248 Est. Cost $59.76 Unrealized +36.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,776 Shares 12,653 Est. Cost $104.23 Unrealized +84.4%
PRNT ARK ETF TR 0.3%
Value ($000) $2,763 Shares 69,451 Est. Cost $23.60 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $2,758 Shares 26,182 Est. Cost $102.47 Unrealized
WPC WP CAREY INC 0.3%
Value ($000) $2,684 Shares 35,975 Est. Cost $70.77 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $2,648 Shares 67,620 Est. Cost $25.55 Unrealized +21.3%
FIW FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $2,626 Shares 31,425 Est. Cost $57.51 Unrealized
SHV ISHARES TR 0.3%
Value ($000) $2,615 Shares 23,664 Est. Cost $110.52 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $2,607 Shares 46,438 Est. Cost $47.31 Unrealized +13.2%
KO COCA COLA CO 0.3%
Value ($000) $2,598 Shares 48,020 Est. Cost $36.34 Unrealized +30.1%
WOOD ISHARES TR 0.3%
Value ($000) $2,570 Shares 29,602 Est. Cost $60.68 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,447 Shares 31,465 Est. Cost $57.81 Unrealized +10.9%
DBEF DBX ETF TR 0.2%
Value ($000) $2,429 Shares 64,710 Est. Cost $30.29 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $2,372 Shares 27,614 Est. Cost $82.83 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,304 Shares 37,498 Est. Cost $61.53 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $2,304 Shares 53,254 Est. Cost $36.15 Unrealized +24.6%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,303 Shares 15,713 Est. Cost $93.90 Unrealized +20.8%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $2,242 Shares 46,136 Est. Cost $21.86 Unrealized +92.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $2,084 Shares 43,716 Est. Cost $31.06 Unrealized +9.4%
IMCG ISHARES TR 0.2%
Value ($000) $2,066 Shares 29,994 Est. Cost $106.35 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,037 Shares 37,516 Est. Cost $41.80 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $1,979 Shares 19,911 Est. Cost $86.36 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,976 Shares 34,648 Est. Cost $32.36 Unrealized +51.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,969 Shares 19,863 Est. Cost $63.21 Unrealized +20.9%
HUMANIGEN INC 0.2%
Value ($000) $1,954 Shares 112,450 Est. Cost $12.20 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,933 Shares 17,163 Est. Cost $63.01 Unrealized +50.4%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,896 Shares 46,494 Est. Cost $29.01 Unrealized +16.6%
IEMG ISHARES INC 0.2%
Value ($000) $1,857 Shares 27,715 Est. Cost $50.63 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $1,798 Shares 21,986 Est. Cost $50.41 Unrealized +42.2%
GLW CORNING INC 0.2%
Value ($000) $1,791 Shares 43,791 Est. Cost $30.10 Unrealized +27.3%
IAU ISHARES GOLD TR 0.2%
Value ($000) $1,775 Shares 52,651 Est. Cost $33.71 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,743 Shares 36,978 Est. Cost $47.14 Unrealized
JEF JEFFERIES FINL GROUP INC 0.2%
Value ($000) $1,698 Shares 49,643 Est. Cost $17.26 Unrealized +52.8%
WISDOMTREE TR 0.2%
Value ($000) $1,677 Shares 35,850 Est. Cost $44.80 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $1,670 Shares 23,833 Est. Cost $61.80 Unrealized +13.2%
DANIMER SCIENTIFIC INC 0.2%
Value ($000) $1,598 Shares 63,776 Est. Cost $37.75 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,587 Shares 21,654 Est. Cost $66.10 Unrealized +0.6%
WELL WELLTOWER INC 0.1%
Value ($000) $1,528 Shares 18,384 Est. Cost $59.52 Unrealized +14.1%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $1,509 Shares 15,531 Est. Cost $61.68 Unrealized +23.6%
IMCV ISHARES TR 0.1%
Value ($000) $1,497 Shares 23,315 Est. Cost $104.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,465 Shares 17,708 Est. Cost $79.91 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $1,450 Shares 19,700 Est. Cost $60.01 Unrealized
KBE SPDR SER TR 0.1%
Value ($000) $1,416 Shares 27,598 Est. Cost $33.41 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $1,397 Shares 12,703 Est. Cost $108.25 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,387 Shares 14,047 Est. Cost $72.89 Unrealized +15.1%
AOM ISHARES TR 0.1%
Value ($000) $1,368 Shares 30,361 Est. Cost $35.00 Unrealized
AOK ISHARES TR 0.1%
Value ($000) $1,360 Shares 34,169 Est. Cost $32.96 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $1,339 Shares 52,003 Est. Cost $25.21 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,330 Shares 14,372 Est. Cost $135.40 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,316 Shares 19,690 Est. Cost $42.58 Unrealized +26.6%
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $1,307 Shares 54,060 Est. Cost $22.89 Unrealized
ISCV ISHARES TR 0.1%
Value ($000) $1,278 Shares 21,750 Est. Cost $95.40 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,277 Shares 10,440 Est. Cost $118.19 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $1,235 Shares 11,245 Est. Cost $57.49 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $1,206 Shares 15,216 Est. Cost $64.11 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,192 Shares 22,658 Est. Cost $43.41 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,164 Shares 86,504 Est. Cost $11.22 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,152 Shares 28,960 Est. Cost $29.71 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $1,143 Shares 20,860 Est. Cost $75.53 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,137 Shares 16,064 Est. Cost $43.51 Unrealized +44.1%
ORCL ORACLE CORP 0.1%
Value ($000) $1,101 Shares 14,141 Est. Cost $54.98 Unrealized +33.8%
IVW ISHARES TR 0.1%
Value ($000) $1,081 Shares 14,862 Est. Cost $99.90 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1,079 Shares 15,045 Est. Cost $59.58 Unrealized +9.4%
IEFA ISHARES TR 0.1%
Value ($000) $1,069 Shares 14,283 Est. Cost $69.85 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,043 Shares 17,860 Est. Cost $58.40 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,037 Shares 28,273 Est. Cost $33.06 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,023 Shares 13,547 Est. Cost $58.85 Unrealized
TWITTER INC 0.1%
Value ($000) $1,022 Shares 14,853 Est. Cost $44.48 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,011 Shares 16,739 Est. Cost $45.99 Unrealized +13.7%
HDV ISHARES TR 0.1%
Value ($000) $1,005 Shares 10,408 Est. Cost $92.93 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $968 Shares 21,382 Est. Cost $30.43 Unrealized +31.4%
NIO NIO INC 0.1%
Value ($000) $932 Shares 17,516 Est. Cost $49.04 Unrealized
CRANE CO 0.1%
Value ($000) $930 Shares 10,066 Est. Cost $93.83 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $907 Shares 21,274 Est. Cost $29.29 Unrealized +41.2%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $847 Shares 16,639 Est. Cost $51.38 Unrealized
JD JD.COM INC 0.1%
Value ($000) $846 Shares 10,600 Est. Cost $41.84 Unrealized
RIOT RIOT BLOCKCHAIN INC 0.1%
Value ($000) $829 Shares 22,011 Est. Cost $39.98 Unrealized -10.6%
ENB ENBRIDGE INC 0.1%
Value ($000) $809 Shares 20,192 Est. Cost $23.81 Unrealized +20.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $804 Shares 11,672 Est. Cost $49.60 Unrealized +12.6%
KEY KEYCORP 0.1%
Value ($000) $783 Shares 37,900 Est. Cost $9.45 Unrealized +82.9%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $756 Shares 12,469 Est. Cost $47.95 Unrealized +16.3%
HIW HIGHWOODS PPTYS INC 0.1%
Value ($000) $755 Shares 16,711 Est. Cost $40.55 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $744 Shares 14,663 Est. Cost $50.76 Unrealized
DOW DOW INC 0.1%
Value ($000) $733 Shares 11,585 Est. Cost $45.81 Unrealized +11.5%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $730 Shares 12,740 Est. Cost $54.29 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $719 Shares 12,146 Est. Cost $23.63 Unrealized +140.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $713 Shares 22,794 Est. Cost $40.13 Unrealized -37.0%
KELLOGG CO 0.1%
Value ($000) $698 Shares 10,843 Est. Cost $47.02 Unrealized +9.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $695 Shares 11,124 Est. Cost $47.29 Unrealized +15.5%
AOR ISHARES TR 0.1%
Value ($000) $687 Shares 12,265 Est. Cost $41.68 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $675 Shares 14,842 Est. Cost $36.15 Unrealized
GNL GLOBAL NET LEASE INC 0.1%
Value ($000) $665 Shares 35,970 Est. Cost $17.65 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $662 Shares 32,133 Est. Cost $19.83 Unrealized
NJAN INNOVATOR ETFS TR 0.1%
Value ($000) $650 Shares 16,008 Est. Cost $38.86 Unrealized
PAPR INNOVATOR ETFS TR 0.1%
Value ($000) $647 Shares 22,718 Est. Cost $28.48 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $640 Shares 24,025 Est. Cost $25.77 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $640 Shares 10,496 Est. Cost $61.16 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $634 Shares 13,542 Est. Cost $36.73 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $611 Shares 12,182 Est. Cost $55.18 Unrealized -5.3%
BGS B & G FOODS INC NEW 0.1%
Value ($000) $609 Shares 18,581 Est. Cost $19.92 Unrealized 0.0%
BMAR INNOVATOR ETFS TR 0.1%
Value ($000) $599 Shares 18,236 Est. Cost $31.15 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $587 Shares 12,548 Est. Cost $35.41 Unrealized
EQH EQUITABLE HLDGS INC 0.1%
Value ($000) $559 Shares 18,369 Est. Cost $29.05 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $533 Shares 22,105 Est. Cost $22.13 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $521 Shares 13,626 Est. Cost $16.44 Unrealized +103.6%
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $501 Shares 33,409 Est. Cost $14.55 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $479 Shares 10,056 Est. Cost $30.80 Unrealized +57.7%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $475 Shares 14,319 Est. Cost $32.71 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $453 Shares 11,385 Est. Cost $36.68 Unrealized
MYMD PHARMACEUTICALS INC 0.0%
Value ($000) $447 Shares 70,909 Est. Cost $6.30 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $442 Shares 16,777 Est. Cost $17.51 Unrealized +59.9%
OCGN OCUGEN INC 0.0%
Value ($000) $438 Shares 54,500 Est. Cost $8.44 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $427 Shares 14,104 Est. Cost $26.93 Unrealized 0.0%
COTY COTY INC 0.0%
Value ($000) $420 Shares 45,000 Est. Cost $7.63 Unrealized +19.0%
NAPR INNOVATOR ETFS TR 0.0%
Value ($000) $417 Shares 11,174 Est. Cost $37.32 Unrealized
PERSHING SQUARE TONTINE HLDG 0.0%
Value ($000) $417 Shares 18,300 Est. Cost $22.75 Unrealized
SWAN AMPLIFY ETF TR 0.0%
Value ($000) $404 Shares 11,801 Est. Cost $31.77 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $402 Shares 13,195 Est. Cost $35.03 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $401 Shares 12,578 Est. Cost $26.57 Unrealized +15.2%
PPL PPL CORP 0.0%
Value ($000) $400 Shares 14,307 Est. Cost $23.36 Unrealized +3.9%
BLACKROCK HEALTH SCIENCS TR 0.0%
Value ($000) $397 Shares 13,730 Est. Cost $27.14 Unrealized
DISCOVERY INC 0.0%
Value ($000) $388 Shares 12,660 Est. Cost $30.65 Unrealized
BAPR INNOVATOR ETFS TR 0.0%
Value ($000) $373 Shares 11,775 Est. Cost $31.68 Unrealized
SPARTAN ACQUISITION CORP II 0.0%
Value ($000) $373 Shares 37,300 Est. Cost $10.00 Unrealized
SEELOS THERAPEUTICS INC 0.0%
Value ($000) $372 Shares 141,050 Est. Cost $4.99 Unrealized
CATALYST BIOSCIENCES INC 0.0%
Value ($000) $369 Shares 85,202 Est. Cost $5.87 Unrealized
PMAR INNOVATOR ETFS TR 0.0%
Value ($000) $361 Shares 11,808 Est. Cost $29.56 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $360 Shares 14,947 Est. Cost $18.33 Unrealized
NEWAGE INC 0.0%
Value ($000) $357 Shares 160,000 Est. Cost $1.73 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $357 Shares 16,587 Est. Cost $11.05 Unrealized 0.0%
JUPITER WELLNESS INC 0.0%
Value ($000) $356 Shares 79,500 Est. Cost $4.65 Unrealized
PMAY INNOVATOR ETFS TR 0.0%
Value ($000) $351 Shares 11,938 Est. Cost $29.40 Unrealized
MFA FINL INC 0.0%
Value ($000) $348 Shares 75,759 Est. Cost $2.53 Unrealized
ICOW PACER FDS TR 0.0%
Value ($000) $344 Shares 10,562 Est. Cost $25.26 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $343 Shares 38,602 Est. Cost $8.48 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $334 Shares 11,442 Est. Cost $15.93 Unrealized +27.1%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $313 Shares 22,264 Est. Cost $12.43 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $299 Shares 29,267 Est. Cost $8.86 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $280 Shares 14,272 Est. Cost $11.55 Unrealized +8.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $267 Shares 10,041 Est. Cost $17.90 Unrealized +14.1%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $252 Shares 15,928 Est. Cost $10.70 Unrealized +27.0%
AMUB UBS AG LONDON BRANCH 0.0%
Value ($000) $247 Shares 20,005 Est. Cost $10.39 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $238 Shares 16,700 Est. Cost $8.62 Unrealized 0.0%
CEL-SCI CORP 0.0%
Value ($000) $236 Shares 27,226 Est. Cost $14.03 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $233 Shares 15,688 Est. Cost $8.68 Unrealized +16.2%
VISTAGEN THERAPEUTICS INC 0.0%
Value ($000) $205 Shares 65,000 Est. Cost $2.14 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $204 Shares 14,250 Est. Cost $11.87 Unrealized 0.0%
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value ($000) $204 Shares 10,000 Est. Cost $20.40 Unrealized