Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $766,132 (100.0% shares, 0.0% debt)

Holdings (196)

SPY SPDR S&P 500 ETF TR 39.0%
Value ($000) $298,976 Shares 629,476 Est. Cost $260.24 Unrealized
VTI VANGUARD INDEX FDS 9.0%
Value ($000) $68,842 Shares 285,130 Est. Cost $129.55 Unrealized
SCHB SCHWAB STRATEGIC TR 7.4%
Value ($000) $56,773 Shares 502,368 Est. Cost $58.61 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $21,165 Shares 119,194 Est. Cost $99.50 Unrealized +55.5%
MSFT MICROSOFT CORP 2.2%
Value ($000) $16,649 Shares 49,504 Est. Cost $142.49 Unrealized +120.0%
QQQ INVESCO QQQ TR 2.0%
Value ($000) $14,963 Shares 37,609 Est. Cost $239.19 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $14,421 Shares 32 Est. Cost $318723.75 Unrealized +35.5%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $13,695 Shares 86,483 Est. Cost $85.61 Unrealized +72.7%
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $10,664 Shares 61,332 Est. Cost $118.09 Unrealized
ITW ILLINOIS TOOL WKS INC 1.4%
Value ($000) $10,635 Shares 43,091 Est. Cost $134.27 Unrealized +56.6%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $10,206 Shares 32,182 Est. Cost $210.04 Unrealized +69.7%
AMZN AMAZON COM INC 1.2%
Value ($000) $9,183 Shares 2,754 Est. Cost $91.63 Unrealized +86.8%
GOOG ALPHABET INC 1.1%
Value ($000) $8,186 Shares 2,829 Est. Cost $56.24 Unrealized +155.1%
XLP SELECT SECTOR SPDR TR 1.0%
Value ($000) $7,624 Shares 98,866 Est. Cost $54.47 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $7,480 Shares 97,605 Est. Cost $60.33 Unrealized +15.8%
GOOGL ALPHABET INC 1.0%
Value ($000) $7,344 Shares 2,535 Est. Cost $64.52 Unrealized +121.5%
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $5,646 Shares 49,602 Est. Cost $56.32 Unrealized
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $5,637 Shares 28,113 Est. Cost $107.63 Unrealized +61.9%
IWM ISHARES TR 0.7%
Value ($000) $5,620 Shares 25,265 Est. Cost $150.37 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $5,005 Shares 4,736 Est. Cost $138.70 Unrealized +141.8%
DIS DISNEY WALT CO 0.6%
Value ($000) $4,962 Shares 32,033 Est. Cost $128.72 Unrealized +22.6%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,913 Shares 30,036 Est. Cost $68.70 Unrealized +95.3%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $4,616 Shares 17,327 Est. Cost $144.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $4,581 Shares 15,320 Est. Cost $203.66 Unrealized +40.6%
META META PLATFORMS INC 0.5%
Value ($000) $4,005 Shares 11,908 Est. Cost $203.58 Unrealized +61.9%
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $3,484 Shares 12,363 Est. Cost $280.93 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $3,358 Shares 16,400 Est. Cost $142.99 Unrealized +70.4%
DLN WISDOMTREE TR 0.4%
Value ($000) $3,338 Shares 50,550 Est. Cost $78.08 Unrealized
ZS ZSCALER INC 0.4%
Value ($000) $3,187 Shares 9,918 Est. Cost $204.88 Unrealized +53.7%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $3,071 Shares 61,009 Est. Cost $33.94 Unrealized +35.9%
MRNA MODERNA INC 0.4%
Value ($000) $3,061 Shares 12,054 Est. Cost $169.27 Unrealized +72.7%
GLD SPDR GOLD TR 0.4%
Value ($000) $2,745 Shares 16,055 Est. Cost $156.70 Unrealized
IHI ISHARES TR 0.4%
Value ($000) $2,724 Shares 41,366 Est. Cost $99.62 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $2,701 Shares 6,187 Est. Cost $236.78 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $2,651 Shares 7,377 Est. Cost $278.07 Unrealized +21.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,642 Shares 5,261 Est. Cost $246.64 Unrealized +71.2%
ARKK ARK ETF TR 0.3%
Value ($000) $2,567 Shares 27,134 Est. Cost $113.11 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $2,368 Shares 9,400 Est. Cost $151.44 Unrealized +42.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,212 Shares 3,315 Est. Cost $369.73 Unrealized +66.9%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $2,147 Shares 14,799 Est. Cost $78.67 Unrealized +82.3%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,116 Shares 7,194 Est. Cost $17.71 Unrealized +55.0%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $2,096 Shares 6,188 Est. Cost $285.21 Unrealized +22.2%
NET CLOUDFLARE INC 0.3%
Value ($000) $2,050 Shares 15,589 Est. Cost $84.90 Unrealized +97.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,927 Shares 11,267 Est. Cost $112.85 Unrealized +28.6%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,822 Shares 40,950 Est. Cost $24.54 Unrealized +67.2%
NFLX NETFLIX INC 0.2%
Value ($000) $1,728 Shares 2,869 Est. Cost $40.49 Unrealized +57.8%
MMM 3M CO 0.2%
Value ($000) $1,600 Shares 9,007 Est. Cost $115.67 Unrealized +10.0%
V VISA INC 0.2%
Value ($000) $1,558 Shares 7,190 Est. Cost $135.32 Unrealized +53.8%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,552 Shares 32,347 Est. Cost $30.24 Unrealized +46.8%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,532 Shares 14,475 Est. Cost $84.65 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $1,454 Shares 12,987 Est. Cost $133.09 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,439 Shares 7,278 Est. Cost $186.56 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,432 Shares 78,620 Est. Cost $25.45 Unrealized -13.2%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,380 Shares 7,324 Est. Cost $116.95 Unrealized +45.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,346 Shares 7,358 Est. Cost $56.12 Unrealized +160.3%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,337 Shares 3,224 Est. Cost $190.34 Unrealized +80.4%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,295 Shares 5,732 Est. Cost $115.49 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,277 Shares 15,715 Est. Cost $81.06 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,221 Shares 7,323 Est. Cost $99.65 Unrealized +55.1%
HD HOME DEPOT INC 0.2%
Value ($000) $1,173 Shares 2,827 Est. Cost $166.97 Unrealized +105.5%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $1,164 Shares 1,786 Est. Cost $551.29 Unrealized +23.5%
ORCL ORACLE CORP 0.1%
Value ($000) $1,100 Shares 12,616 Est. Cost $53.04 Unrealized +67.6%
FDX FEDEX CORP 0.1%
Value ($000) $1,077 Shares 4,166 Est. Cost $185.41 Unrealized +18.6%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,074 Shares 3,346 Est. Cost $193.24 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $991 Shares 8,844 Est. Cost $88.33 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $982 Shares 3,538 Est. Cost $182.03 Unrealized
S SENTINELONE INC 0.1%
Value ($000) $970 Shares 19,220 Est. Cost $58.61 Unrealized 0.0%
GUNR FLEXSHARES TR 0.1%
Value ($000) $965 Shares 24,435 Est. Cost $32.76 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $959 Shares 9,341 Est. Cost $76.24 Unrealized +12.5%
C CITIGROUP INC 0.1%
Value ($000) $948 Shares 15,706 Est. Cost $49.80 Unrealized +14.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $939 Shares 18,071 Est. Cost $32.62 Unrealized +23.8%
STERLING BANCORP DEL 0.1%
Value ($000) $938 Shares 36,380 Est. Cost $20.45 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $928 Shares 15,722 Est. Cost $25.15 Unrealized +59.9%
GM GENERAL MTRS CO 0.1%
Value ($000) $894 Shares 15,249 Est. Cost $33.75 Unrealized +67.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $887 Shares 3,311 Est. Cost $113.49 Unrealized +102.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $884 Shares 1,557 Est. Cost $298.78 Unrealized +63.4%
AON AON PLC 0.1%
Value ($000) $884 Shares 2,941 Est. Cost $178.56 Unrealized +62.9%
ECL ECOLAB INC 0.1%
Value ($000) $874 Shares 3,726 Est. Cost $180.31 Unrealized +19.5%
ARISTA NETWORKS INC 0.1%
Value ($000) $823 Shares 5,726 Est. Cost $170.46 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $811 Shares 10,683 Est. Cost $54.02 Unrealized +20.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $807 Shares 12,731 Est. Cost $31.01 Unrealized +62.8%
PEP PEPSICO INC 0.1%
Value ($000) $799 Shares 4,600 Est. Cost $99.71 Unrealized +43.9%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $797 Shares 1,620 Est. Cost $367.49 Unrealized +26.3%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $796 Shares 4,221 Est. Cost $116.96 Unrealized +84.6%
IWF ISHARES TR 0.1%
Value ($000) $795 Shares 2,601 Est. Cost $189.39 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $790 Shares 4,746 Est. Cost $155.80 Unrealized +13.0%
MS MORGAN STANLEY 0.1%
Value ($000) $768 Shares 7,828 Est. Cost $44.09 Unrealized +96.8%
PGNY PROGYNY INC 0.1%
Value ($000) $766 Shares 15,217 Est. Cost $24.14 Unrealized +131.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $758 Shares 3,668 Est. Cost $114.37 Unrealized +63.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $756 Shares 1,334 Est. Cost $358.02 Unrealized +74.6%
AMGN AMGEN INC 0.1%
Value ($000) $753 Shares 3,346 Est. Cost $159.16 Unrealized +16.3%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $752 Shares 60,971 Est. Cost $12.25 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $736 Shares 2,418 Est. Cost $223.64 Unrealized +17.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $727 Shares 303 Est. Cost $1774.47 Unrealized +31.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $721 Shares 4,104 Est. Cost $117.87 Unrealized +39.7%
NFRA FLEXSHARES TR 0.1%
Value ($000) $713 Shares 12,437 Est. Cost $54.37 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $697 Shares 506 Est. Cost $85.13 Unrealized +71.6%
INTC INTEL CORP 0.1%
Value ($000) $689 Shares 13,382 Est. Cost $38.03 Unrealized +24.4%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $669 Shares 2,661 Est. Cost $221.34 Unrealized +1.0%
ABT ABBOTT LABS 0.1%
Value ($000) $666 Shares 4,733 Est. Cost $82.18 Unrealized +44.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $659 Shares 4,745 Est. Cost $89.51 Unrealized +32.0%
BLACKROCK FLOATING RATE INCO 0.1%
Value ($000) $656 Shares 48,834 Est. Cost $13.38 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $648 Shares 6,286 Est. Cost $86.02 Unrealized +12.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $641 Shares 6,751 Est. Cost $60.05 Unrealized +27.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $634 Shares 1,343 Est. Cost $293.86 Unrealized +50.4%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $631 Shares 3,821 Est. Cost $83.76 Unrealized +81.1%
IYW ISHARES TR 0.1%
Value ($000) $627 Shares 5,462 Est. Cost $114.27 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $626 Shares 1,936 Est. Cost $135.33 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $597 Shares 2,531 Est. Cost $180.91 Unrealized +14.1%
ELV ANTHEM INC 0.1%
Value ($000) $588 Shares 1,268 Est. Cost $257.16 Unrealized +54.4%
ROST ROSS STORES INC 0.1%
Value ($000) $584 Shares 5,109 Est. Cost $101.98 Unrealized +4.5%
TMUS T-MOBILE US INC 0.1%
Value ($000) $582 Shares 5,020 Est. Cost $126.54 Unrealized -10.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $580 Shares 332 Est. Cost $22.68 Unrealized +55.3%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $574 Shares 10,274 Est. Cost $47.11 Unrealized +19.5%
WDAY WORKDAY INC 0.1%
Value ($000) $571 Shares 2,091 Est. Cost $217.65 Unrealized +27.6%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $556 Shares 6,050 Est. Cost $116.34 Unrealized +2.7%
POSHMARK INC 0.1%
Value ($000) $554 Shares 32,533 Est. Cost $23.75 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $551 Shares 5,207 Est. Cost $59.24 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $540 Shares 9,114 Est. Cost $36.40 Unrealized +35.1%
TSLX SIXTH STREET SPECIALTY LENDN 0.1%
Value ($000) $530 Shares 22,665 Est. Cost $23.01 Unrealized +2.1%
TRUP TRUPANION INC 0.1%
Value ($000) $528 Shares 4,000 Est. Cost $102.56 Unrealized +13.6%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $518 Shares 5,487 Est. Cost $62.95 Unrealized -2.2%
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $517 Shares 3,210 Est. Cost $127.53 Unrealized +20.8%
GSBD GOLDMAN SACHS BDC INC 0.1%
Value ($000) $515 Shares 26,883 Est. Cost $19.10 Unrealized -0.7%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $496 Shares 11,877 Est. Cost $35.78 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $487 Shares 1,356 Est. Cost $315.93 Unrealized +8.9%
EATON VANCE FLTING RATE INC 0.1%
Value ($000) $475 Shares 31,481 Est. Cost $15.09 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $467 Shares 1,692 Est. Cost $188.21 Unrealized +29.6%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $465 Shares 3,302 Est. Cost $93.57 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $460 Shares 21,731 Est. Cost $13.36 Unrealized +4.5%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $449 Shares 10,014 Est. Cost $41.94 Unrealized +4.8%
INTU INTUIT 0.1%
Value ($000) $445 Shares 692 Est. Cost $345.96 Unrealized +73.9%
NOBL PROSHARES TR 0.1%
Value ($000) $445 Shares 4,532 Est. Cost $73.16 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $443 Shares 795 Est. Cost $86.50 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $441 Shares 1,929 Est. Cost $166.61 Unrealized +27.5%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $421 Shares 2,696 Est. Cost $73.30 Unrealized +94.1%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $407 Shares 645 Est. Cost $611.44 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $407 Shares 2,812 Est. Cost $32.02 Unrealized +41.1%
EVOQUA WATER TECHNOLOGIES CO 0.1%
Value ($000) $404 Shares 8,650 Est. Cost $46.71 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $385 Shares 1,750 Est. Cost $220.00 Unrealized
ANSYS INC 0.0%
Value ($000) $377 Shares 939 Est. Cost $222.02 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $374 Shares 2,598 Est. Cost $86.74 Unrealized +55.0%
PRKS SEAWORLD ENTMT INC 0.0%
Value ($000) $370 Shares 5,700 Est. Cost $62.91 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $369 Shares 3,965 Est. Cost $76.29 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $363 Shares 1,031 Est. Cost $250.88 Unrealized +24.1%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $361 Shares 567 Est. Cost $467.82 Unrealized +11.2%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $357 Shares 7,165 Est. Cost $44.05 Unrealized +23.2%
XYL XYLEM INC 0.0%
Value ($000) $353 Shares 2,941 Est. Cost $118.06 Unrealized 0.0%
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $351 Shares 18,298 Est. Cost $19.64 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $350 Shares 10,416 Est. Cost $34.42 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $341 Shares 2,521 Est. Cost $60.53 Unrealized +68.0%
SEAGEN INC 0.0%
Value ($000) $340 Shares 2,200 Est. Cost $154.55 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $335 Shares 760 Est. Cost $229.61 Unrealized +72.0%
NVS NOVARTIS AG 0.0%
Value ($000) $335 Shares 3,831 Est. Cost $89.20 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $333 Shares 1,290 Est. Cost $140.30 Unrealized +56.7%
IJR ISHARES TR 0.0%
Value ($000) $327 Shares 2,855 Est. Cost $95.50 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.0%
Value ($000) $326 Shares 15,748 Est. Cost $21.23 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $325 Shares 1,524 Est. Cost $203.52 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $323 Shares 706 Est. Cost $399.43 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $308 Shares 1,350 Est. Cost $196.64 Unrealized 0.0%
PAVE GLOBAL X FDS 0.0%
Value ($000) $304 Shares 10,575 Est. Cost $28.75 Unrealized
UNILEVER PLC 0.0%
Value ($000) $304 Shares 5,651 Est. Cost $60.36 Unrealized
GLW CORNING INC 0.0%
Value ($000) $303 Shares 8,139 Est. Cost $33.34 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $303 Shares 331 Est. Cost $488.69 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $290 Shares 1,584 Est. Cost $183.08 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $290 Shares 1,390 Est. Cost $134.73 Unrealized +37.4%
QFIN 360 DIGITECH INC 0.0%
Value ($000) $288 Shares 12,560 Est. Cost $11.68 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $283 Shares 1,161 Est. Cost $155.43 Unrealized +35.4%
POOL POOL CORP 0.0%
Value ($000) $281 Shares 497 Est. Cost $328.73 Unrealized +51.4%
CRM SALESFORCE COM INC 0.0%
Value ($000) $279 Shares 1,098 Est. Cost $163.40 Unrealized +69.9%
PLUG PLUG POWER INC 0.0%
Value ($000) $278 Shares 9,850 Est. Cost $34.60 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $277 Shares 1,820 Est. Cost $227.99 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $268 Shares 2,067 Est. Cost $82.95 Unrealized +40.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $262 Shares 1,220 Est. Cost $120.34 Unrealized +40.1%
QRVO QORVO INC 0.0%
Value ($000) $261 Shares 1,667 Est. Cost $158.98 Unrealized 0.0%
FNV FRANCO NEV CORP 0.0%
Value ($000) $257 Shares 1,860 Est. Cost $130.41 Unrealized +2.0%
SNAP SNAP INC 0.0%
Value ($000) $256 Shares 5,434 Est. Cost $42.50 Unrealized +32.4%
AVGO BROADCOM INC 0.0%
Value ($000) $253 Shares 380 Est. Cost $51.79 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $248 Shares 2,111 Est. Cost $78.21 Unrealized +22.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $238 Shares 722 Est. Cost $266.79 Unrealized +1.2%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $234 Shares 1,550 Est. Cost $134.05 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $233 Shares 3,979 Est. Cost $45.72 Unrealized +8.7%
TGT TARGET CORP 0.0%
Value ($000) $231 Shares 998 Est. Cost $191.53 Unrealized +11.8%
CCJ CAMECO CORP 0.0%
Value ($000) $229 Shares 10,500 Est. Cost $23.92 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $218 Shares 2,008 Est. Cost $102.47 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $218 Shares 4,854 Est. Cost $44.88 Unrealized 0.0%
PZZA PAPA JOHNS INTL INC 0.0%
Value ($000) $213 Shares 1,598 Est. Cost $111.95 Unrealized 0.0%
DISH NETWORK CORPORATION 0.0%
Value ($000) $213 Shares 6,578 Est. Cost $36.19 Unrealized
YETI YETI HLDGS INC 0.0%
Value ($000) $206 Shares 2,485 Est. Cost $59.19 Unrealized +55.1%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $204 Shares 1,797 Est. Cost $103.95 Unrealized +14.1%
ARKG ARK ETF TR 0.0%
Value ($000) $201 Shares 3,281 Est. Cost $90.41 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $200 Shares 2,945 Est. Cost $54.04 Unrealized +13.0%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $179 Shares 10,597 Est. Cost $21.14 Unrealized
DBI DESIGNER BRANDS INC 0.0%
Value ($000) $148 Shares 10,400 Est. Cost $5.79 Unrealized +121.1%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $127 Shares 9,210 Est. Cost $13.88 Unrealized 0.0%
AMYRIS INC 0.0%
Value ($000) $104 Shares 19,150 Est. Cost $5.43 Unrealized