Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $761,937 (100.0% shares, 0.0% debt)

Holdings (183)

SPY SPDR S&P 500 ETF TR 39.0%
Value ($000) $297,241 Shares 658,137 Est. Cost $268.57 Unrealized
VTI VANGUARD INDEX FDS 8.9%
Value ($000) $67,561 Shares 296,749 Est. Cost $133.39 Unrealized
SCHB SCHWAB STRATEGIC TR 6.8%
Value ($000) $52,006 Shares 974,073 Est. Cost $56.08 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $17,760 Shares 101,715 Est. Cost $99.50 Unrealized +65.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.2%
Value ($000) $16,925 Shares 32 Est. Cost $318723.75 Unrealized +52.3%
MSFT MICROSOFT CORP 2.0%
Value ($000) $15,054 Shares 48,827 Est. Cost $142.49 Unrealized +104.5%
QQQ INVESCO QQQ TR 1.9%
Value ($000) $14,382 Shares 39,669 Est. Cost $245.59 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $12,182 Shares 89,363 Est. Cost $87.15 Unrealized +53.4%
XLK SELECT SECTOR SPDR TR 1.5%
Value ($000) $11,296 Shares 71,073 Est. Cost $123.69 Unrealized
VHT VANGUARD WORLD FDS 1.4%
Value ($000) $10,529 Shares 40,570 Est. Cost $210.55 Unrealized
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $9,066 Shares 32,929 Est. Cost $212.53 Unrealized +50.5%
AMZN AMAZON COM INC 1.2%
Value ($000) $8,994 Shares 2,759 Est. Cost $91.63 Unrealized +68.6%
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $8,765 Shares 41,860 Est. Cost $134.27 Unrealized +51.7%
MRK MERCK & CO INC 1.0%
Value ($000) $7,962 Shares 97,036 Est. Cost $60.33 Unrealized +15.8%
GOOG ALPHABET INC 1.0%
Value ($000) $7,642 Shares 2,736 Est. Cost $56.24 Unrealized +139.9%
XLP SELECT SECTOR SPDR TR 1.0%
Value ($000) $7,347 Shares 96,814 Est. Cost $54.47 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $7,140 Shares 2,567 Est. Cost $65.40 Unrealized +106.1%
DLTR DOLLAR TREE INC 0.9%
Value ($000) $7,070 Shares 44,143 Est. Cost $141.45 Unrealized 0.0%
DLN WISDOMTREE TR 0.9%
Value ($000) $6,726 Shares 102,100 Est. Cost $71.92 Unrealized
ZS ZSCALER INC 0.7%
Value ($000) $5,652 Shares 20,134 Est. Cost $225.61 Unrealized +8.9%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $5,439 Shares 29,489 Est. Cost $110.74 Unrealized +57.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $5,414 Shares 15,341 Est. Cost $203.66 Unrealized +58.8%
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $5,259 Shares 97,653 Est. Cost $55.11 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $5,235 Shares 25,504 Est. Cost $150.37 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $4,930 Shares 21,712 Est. Cost $153.60 Unrealized +21.3%
TSLA TESLA INC 0.6%
Value ($000) $4,829 Shares 4,481 Est. Cost $138.70 Unrealized +124.6%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,459 Shares 29,183 Est. Cost $68.70 Unrealized +106.9%
DIS DISNEY WALT CO 0.6%
Value ($000) $4,451 Shares 32,448 Est. Cost $128.88 Unrealized +9.6%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $3,070 Shares 63,666 Est. Cost $39.22 Unrealized +23.6%
V VISA INC 0.4%
Value ($000) $3,022 Shares 13,793 Est. Cost $171.10 Unrealized +22.8%
GLD SPDR GOLD TR 0.4%
Value ($000) $2,900 Shares 16,055 Est. Cost $156.70 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $2,889 Shares 61,701 Est. Cost $34.04 Unrealized +25.9%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $2,677 Shares 7,491 Est. Cost $279.19 Unrealized +25.9%
META META PLATFORMS INC 0.3%
Value ($000) $2,621 Shares 11,787 Est. Cost $203.58 Unrealized +21.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,620 Shares 5,138 Est. Cost $246.64 Unrealized +82.9%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,577 Shares 6,207 Est. Cost $236.78 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $2,527 Shares 9,248 Est. Cost $151.44 Unrealized +52.2%
NET CLOUDFLARE INC 0.3%
Value ($000) $2,514 Shares 21,004 Est. Cost $89.89 Unrealized +16.0%
RSPN INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,379 Shares 12,615 Est. Cost $187.42 Unrealized
IHI ISHARES TR 0.3%
Value ($000) $2,221 Shares 36,429 Est. Cost $99.62 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $2,197 Shares 19,591 Est. Cost $101.39 Unrealized
MRNA MODERNA INC 0.3%
Value ($000) $2,167 Shares 12,581 Est. Cost $169.23 Unrealized -0.5%
WBS WEBSTER FINL CORP 0.3%
Value ($000) $2,097 Shares 37,404 Est. Cost $56.00 Unrealized +6.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,097 Shares 3,550 Est. Cost $382.86 Unrealized +48.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,007 Shares 11,326 Est. Cost $112.85 Unrealized +34.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,823 Shares 35,434 Est. Cost $36.97 Unrealized +12.3%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,792 Shares 6,566 Est. Cost $17.71 Unrealized +41.3%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,691 Shares 41,030 Est. Cost $24.54 Unrealized +66.3%
PAVE GLOBAL X FDS 0.2%
Value ($000) $1,559 Shares 55,129 Est. Cost $28.37 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,491 Shares 14,483 Est. Cost $84.65 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,350 Shares 7,357 Est. Cost $116.95 Unrealized +34.5%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,346 Shares 98,000 Est. Cost $23.05 Unrealized -42.1%
MMM 3M CO 0.2%
Value ($000) $1,335 Shares 8,966 Est. Cost $115.67 Unrealized -0.9%
YUM YUM BRANDS INC 0.2%
Value ($000) $1,283 Shares 10,014 Est. Cost $102.60 Unrealized +11.5%
NFLX NETFLIX INC 0.2%
Value ($000) $1,237 Shares 3,301 Est. Cost $40.64 Unrealized +2.4%
ARKK ARK ETF TR 0.2%
Value ($000) $1,233 Shares 18,607 Est. Cost $113.11 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,227 Shares 15,715 Est. Cost $81.06 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,221 Shares 7,988 Est. Cost $63.81 Unrealized +140.7%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,218 Shares 5,732 Est. Cost $115.49 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value ($000) $1,217 Shares 5,312 Est. Cost $285.21 Unrealized -9.4%
EATON VANCE FLTING RATE INC 0.2%
Value ($000) $1,161 Shares 87,847 Est. Cost $13.89 Unrealized
GUNR FLEXSHARES TR 0.2%
Value ($000) $1,144 Shares 24,435 Est. Cost $32.76 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $1,125 Shares 4,405 Est. Cost $228.50 Unrealized +4.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,096 Shares 4,418 Est. Cost $280.93 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,087 Shares 3,222 Est. Cost $190.34 Unrealized +67.3%
ORCL ORACLE CORP 0.1%
Value ($000) $1,058 Shares 12,787 Est. Cost $53.36 Unrealized +44.3%
NKE NIKE INC 0.1%
Value ($000) $1,030 Shares 7,655 Est. Cost $101.05 Unrealized +30.6%
FDX FEDEX CORP 0.1%
Value ($000) $1,022 Shares 4,416 Est. Cost $187.14 Unrealized +15.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,021 Shares 8,826 Est. Cost $125.21 Unrealized +6.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $962 Shares 3,346 Est. Cost $193.24 Unrealized
AON AON PLC 0.1%
Value ($000) $958 Shares 2,941 Est. Cost $178.56 Unrealized +58.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $932 Shares 1,619 Est. Cost $306.52 Unrealized +63.4%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $922 Shares 1,690 Est. Cost $551.29 Unrealized +6.5%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $919 Shares 8,063 Est. Cost $76.24 Unrealized +29.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $913 Shares 4,128 Est. Cost $180.24 Unrealized +6.6%
TMUS T-MOBILE US INC 0.1%
Value ($000) $885 Shares 6,897 Est. Cost $123.42 Unrealized -6.8%
IWV ISHARES TR 0.1%
Value ($000) $880 Shares 3,353 Est. Cost $182.03 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $851 Shares 9,741 Est. Cost $52.05 Unrealized +62.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $848 Shares 1,796 Est. Cost $374.51 Unrealized +17.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $845 Shares 5,113 Est. Cost $124.45 Unrealized +21.5%
WMT WALMART INC 0.1%
Value ($000) $824 Shares 5,612 Est. Cost $38.29 Unrealized +16.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $820 Shares 3,318 Est. Cost $113.49 Unrealized +100.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $818 Shares 3,673 Est. Cost $114.37 Unrealized +70.9%
HD HOME DEPOT INC 0.1%
Value ($000) $809 Shares 2,703 Est. Cost $166.97 Unrealized +88.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $806 Shares 343 Est. Cost $1835.57 Unrealized +25.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $801 Shares 3,012 Est. Cost $223.64 Unrealized +7.8%
PGNY PROGYNY INC 0.1%
Value ($000) $782 Shares 15,217 Est. Cost $24.14 Unrealized +77.4%
ARISTA NETWORKS INC 0.1%
Value ($000) $748 Shares 5,383 Est. Cost $170.46 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $747 Shares 14,434 Est. Cost $25.15 Unrealized +68.9%
NFRA FLEXSHARES TR 0.1%
Value ($000) $714 Shares 12,437 Est. Cost $54.37 Unrealized
BLACKROCK FLOATING RATE INCO 0.1%
Value ($000) $704 Shares 54,072 Est. Cost $13.34 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $696 Shares 440 Est. Cost $24.51 Unrealized +22.9%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $690 Shares 1,587 Est. Cost $419.06 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $690 Shares 2,000 Est. Cost $345.00 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $671 Shares 3,904 Est. Cost $155.80 Unrealized +2.2%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $671 Shares 3,820 Est. Cost $83.76 Unrealized +91.4%
GM GENERAL MTRS CO 0.1%
Value ($000) $664 Shares 15,172 Est. Cost $33.75 Unrealized +42.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $661 Shares 10,905 Est. Cost $54.21 Unrealized +16.7%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $661 Shares 61,364 Est. Cost $12.25 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $660 Shares 2,730 Est. Cost $159.16 Unrealized +27.7%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $655 Shares 17,104 Est. Cost $38.30 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $646 Shares 7,191 Est. Cost $133.09 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $645 Shares 11,574 Est. Cost $31.01 Unrealized +62.1%
C CITIGROUP INC 0.1%
Value ($000) $644 Shares 12,054 Est. Cost $49.80 Unrealized +7.4%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $638 Shares 2,865 Est. Cost $183.01 Unrealized +8.7%
ROST ROSS STORES INC 0.1%
Value ($000) $629 Shares 6,948 Est. Cost $99.09 Unrealized -8.1%
ELV ANTHEM INC 0.1%
Value ($000) $626 Shares 1,275 Est. Cost $257.16 Unrealized +68.2%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $614 Shares 1,497 Est. Cost $304.18 Unrealized +29.6%
INTC INTEL CORP 0.1%
Value ($000) $608 Shares 12,276 Est. Cost $38.03 Unrealized +21.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $607 Shares 2,011 Est. Cost $308.18 Unrealized -5.2%
ECL ECOLAB INC 0.1%
Value ($000) $606 Shares 3,434 Est. Cost $180.31 Unrealized -0.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $602 Shares 2,408 Est. Cost $223.64 Unrealized +3.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $590 Shares 6,285 Est. Cost $60.05 Unrealized +37.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $579 Shares 1,271 Est. Cost $358.02 Unrealized +34.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $575 Shares 11,565 Est. Cost $35.78 Unrealized +16.9%
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $568 Shares 1,936 Est. Cost $135.33 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $564 Shares 9,102 Est. Cost $36.40 Unrealized +48.5%
ABT ABBOTT LABS 0.1%
Value ($000) $559 Shares 4,722 Est. Cost $82.18 Unrealized +40.4%
TSLX SIXTH STREET SPECIALTY LENDI 0.1%
Value ($000) $538 Shares 23,083 Est. Cost $23.02 Unrealized +1.8%
GSBD GOLDMAN SACHS BDC INC 0.1%
Value ($000) $532 Shares 27,154 Est. Cost $19.11 Unrealized +3.4%
ACWI ISHARES TR 0.1%
Value ($000) $520 Shares 5,208 Est. Cost $59.24 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $502 Shares 2,322 Est. Cost $172.86 Unrealized +10.1%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $501 Shares 5,470 Est. Cost $62.95 Unrealized -7.0%
IWF ISHARES TR 0.1%
Value ($000) $496 Shares 1,786 Est. Cost $189.39 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $495 Shares 795 Est. Cost $86.50 Unrealized +3.5%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $477 Shares 3,484 Est. Cost $95.84 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $470 Shares 4,564 Est. Cost $114.27 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $465 Shares 22,181 Est. Cost $13.38 Unrealized +9.3%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $450 Shares 645 Est. Cost $611.44 Unrealized +2.9%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $436 Shares 6,050 Est. Cost $116.34 Unrealized -38.1%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $436 Shares 10,227 Est. Cost $41.96 Unrealized +2.0%
NOBL PROSHARES TR 0.1%
Value ($000) $430 Shares 4,532 Est. Cost $73.16 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $419 Shares 643 Est. Cost $475.64 Unrealized +12.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $417 Shares 1,458 Est. Cost $188.21 Unrealized +32.0%
POSHMARK INC 0.1%
Value ($000) $412 Shares 32,533 Est. Cost $23.75 Unrealized
EVOQUA WATER TECHNOLOGIES CO 0.1%
Value ($000) $406 Shares 8,650 Est. Cost $46.71 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $405 Shares 2,497 Est. Cost $60.53 Unrealized +108.8%
PEP PEPSICO INC 0.1%
Value ($000) $395 Shares 2,362 Est. Cost $99.71 Unrealized +48.9%
DOUBLELINE OPPORTUNISTIC CR 0.1%
Value ($000) $390 Shares 23,298 Est. Cost $19.02 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.1%
Value ($000) $389 Shares 19,748 Est. Cost $20.92 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $384 Shares 4,381 Est. Cost $89.00 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $382 Shares 8,270 Est. Cost $79.86 Unrealized -24.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $380 Shares 1,528 Est. Cost $203.52 Unrealized +5.5%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $376 Shares 2,478 Est. Cost $73.30 Unrealized +98.7%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $357 Shares 7,165 Est. Cost $44.05 Unrealized +6.9%
XYL XYLEM INC 0.0%
Value ($000) $353 Shares 2,941 Est. Cost $118.06 Unrealized -22.6%
WAB WABTEC 0.0%
Value ($000) $325 Shares 3,384 Est. Cost $90.59 Unrealized 0.0%
WCLD WISDOMTREE TR 0.0%
Value ($000) $322 Shares 7,865 Est. Cost $40.94 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $318 Shares 2,353 Est. Cost $127.53 Unrealized +6.9%
SEAGEN INC 0.0%
Value ($000) $317 Shares 2,200 Est. Cost $154.55 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $309 Shares 3,965 Est. Cost $76.29 Unrealized +9.3%
IJR ISHARES TR 0.0%
Value ($000) $308 Shares 2,855 Est. Cost $95.50 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $306 Shares 10,500 Est. Cost $23.92 Unrealized -2.9%
GLW CORNING INC 0.0%
Value ($000) $300 Shares 8,139 Est. Cost $33.34 Unrealized +4.8%
FNV FRANCO NEV CORP 0.0%
Value ($000) $297 Shares 1,860 Est. Cost $130.41 Unrealized +6.5%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $293 Shares 2,232 Est. Cost $78.67 Unrealized +72.7%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $293 Shares 760 Est. Cost $229.61 Unrealized +64.7%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $292 Shares 1,550 Est. Cost $134.05 Unrealized +12.7%
INTU INTUIT 0.0%
Value ($000) $292 Shares 607 Est. Cost $345.96 Unrealized +44.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $287 Shares 2,626 Est. Cost $87.09 Unrealized +37.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $282 Shares 9,850 Est. Cost $34.60 Unrealized -31.1%
ANSYS INC 0.0%
Value ($000) $276 Shares 869 Est. Cost $222.02 Unrealized
TRUP TRUPANION INC 0.0%
Value ($000) $273 Shares 3,059 Est. Cost $102.56 Unrealized -10.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $270 Shares 1,386 Est. Cost $134.73 Unrealized +26.4%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $268 Shares 1,644 Est. Cost $78.21 Unrealized +56.9%
UNILEVER PLC 0.0%
Value ($000) $258 Shares 5,651 Est. Cost $60.36 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $257 Shares 3,106 Est. Cost $67.89 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $256 Shares 1,026 Est. Cost $250.88 Unrealized +6.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $250 Shares 1,350 Est. Cost $196.64 Unrealized -7.0%
AVGO BROADCOM INC 0.0%
Value ($000) $246 Shares 391 Est. Cost $51.88 Unrealized +6.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $243 Shares 2,067 Est. Cost $82.95 Unrealized +35.2%
IWN ISHARES TR 0.0%
Value ($000) $241 Shares 1,493 Est. Cost $161.42 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $227 Shares 4,003 Est. Cost $45.72 Unrealized +10.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $222 Shares 329 Est. Cost $85.13 Unrealized -3.5%
DISH NETWORK CORPORATION 0.0%
Value ($000) $214 Shares 6,756 Est. Cost $36.07 Unrealized
POOL POOL CORP 0.0%
Value ($000) $210 Shares 497 Est. Cost $328.73 Unrealized +35.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $208 Shares 1,500 Est. Cost $121.52 Unrealized 0.0%
WWD WOODWARD INC 0.0%
Value ($000) $207 Shares 1,658 Est. Cost $114.55 Unrealized 0.0%
YETI YETI HLDGS INC 0.0%
Value ($000) $206 Shares 2,485 Est. Cost $59.19 Unrealized +9.1%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $204 Shares 4,854 Est. Cost $44.88 Unrealized -4.2%
IJJ ISHARES TR 0.0%
Value ($000) $203 Shares 1,851 Est. Cost $109.67 Unrealized
DBI DESIGNER BRANDS INC 0.0%
Value ($000) $141 Shares 10,400 Est. Cost $5.79 Unrealized +104.3%
SUMO LOGIC INC 0.0%
Value ($000) $131 Shares 11,245 Est. Cost $11.65 Unrealized