Tortoise Investment Management, LLC Diversified Active

CIK: 0001599511 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 4, 2020

Total Value ($000): $409,994 (100.0% shares, 0.0% debt)

Holdings (533)

IVV ISHARES TR 14.6%
Value ($000) $60,058 Shares 178,713 Est. Cost $194.50 Unrealized
MBB ISHARES TR 6.8%
Value ($000) $27,752 Shares 251,381 Est. Cost $108.77 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 4.8%
Value ($000) $19,804 Shares 796,936 Est. Cost $24.94 Unrealized
BAB INVESCO EXCH TRADED FD TR II 4.5%
Value ($000) $18,421 Shares 552,350 Est. Cost $32.46 Unrealized
IEMG ISHARES INC 3.9%
Value ($000) $16,133 Shares 305,543 Est. Cost $47.26 Unrealized
SPY SPDR S&P 500 ETF TR 3.8%
Value ($000) $15,419 Shares 46,042 Est. Cost $161.75 Unrealized
ITOT ISHARES TR 2.9%
Value ($000) $11,718 Shares 155,225 Est. Cost $65.39 Unrealized
IWB ISHARES TR 2.7%
Value ($000) $10,962 Shares 58,576 Est. Cost $96.07 Unrealized
IEFA ISHARES TR 1.8%
Value ($000) $7,374 Shares 122,331 Est. Cost $57.71 Unrealized
NUVEEN CR STRATEGIES INCOME 1.7%
Value ($000) $6,821 Shares 1,154,175 Est. Cost $5.91 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.6%
Value ($000) $6,728 Shares 155,602 Est. Cost $37.40 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $6,717 Shares 57,996 Est. Cost $93.53 Unrealized +13.3%
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $5,667 Shares 33,274 Est. Cost $119.03 Unrealized
MUB ISHARES TR 1.3%
Value ($000) $5,489 Shares 47,349 Est. Cost $112.45 Unrealized
IUSV ISHARES TR 1.3%
Value ($000) $5,469 Shares 100,744 Est. Cost $53.02 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $5,422 Shares 51,496 Est. Cost $101.12 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 1.3%
Value ($000) $5,253 Shares 128,445 Est. Cost $36.41 Unrealized
NUVEEN NEW YORK QLT MUN INC 1.2%
Value ($000) $5,026 Shares 367,702 Est. Cost $13.14 Unrealized
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $5,025 Shares 48,082 Est. Cost $91.49 Unrealized
IXUS ISHARES TR 1.2%
Value ($000) $4,846 Shares 83,069 Est. Cost $52.13 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.2%
Value ($000) $4,761 Shares 17,155 Est. Cost $132.05 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 1.1%
Value ($000) $4,599 Shares 90,549 Est. Cost $50.42 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 1.1%
Value ($000) $4,537 Shares 88,985 Est. Cost $50.98 Unrealized
SCHC SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,459 Shares 137,067 Est. Cost $29.79 Unrealized
SCHX SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,441 Shares 55,077 Est. Cost $57.33 Unrealized
IJR ISHARES TR 1.1%
Value ($000) $4,383 Shares 62,405 Est. Cost $76.31 Unrealized
IVE ISHARES TR 1.0%
Value ($000) $4,246 Shares 37,758 Est. Cost $97.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,963 Shares 18,613 Est. Cost $113.47 Unrealized +80.3%
VBR VANGUARD INDEX FDS 0.9%
Value ($000) $3,805 Shares 34,396 Est. Cost $122.78 Unrealized
SPEM SPDR INDEX SHS FDS 0.8%
Value ($000) $3,449 Shares 94,336 Est. Cost $33.26 Unrealized
NUVEEN NEW YORK AMT QLT MUNI 0.8%
Value ($000) $3,362 Shares 261,438 Est. Cost $12.07 Unrealized
ABERDEEN ASIA-PACIFIC INCOME 0.8%
Value ($000) $3,295 Shares 825,793 Est. Cost $4.36 Unrealized
INVESCO TR INVT GRADE NEW YO 0.7%
Value ($000) $2,829 Shares 228,479 Est. Cost $12.38 Unrealized
DGS WISDOMTREE TR 0.7%
Value ($000) $2,746 Shares 66,398 Est. Cost $45.01 Unrealized
STIP ISHARES TR 0.7%
Value ($000) $2,683 Shares 25,780 Est. Cost $99.34 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,658 Shares 52,676 Est. Cost $45.51 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,537 Shares 30,624 Est. Cost $80.09 Unrealized
SCHP SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,497 Shares 40,508 Est. Cost $55.83 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.6%
Value ($000) $2,431 Shares 162,274 Est. Cost $13.61 Unrealized
SLQD ISHARES TR 0.6%
Value ($000) $2,347 Shares 45,036 Est. Cost $50.38 Unrealized
SHV ISHARES TR 0.6%
Value ($000) $2,344 Shares 21,175 Est. Cost $110.85 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2,248 Shares 27,880 Est. Cost $68.76 Unrealized
XNXNX NUVEEN N Y SELECT TAX FREE I 0.5%
Value ($000) $2,178 Shares 166,492 Est. Cost $13.13 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.5%
Value ($000) $2,169 Shares 132,282 Est. Cost $13.98 Unrealized
SHYD VANECK VECTORS ETF TR 0.5%
Value ($000) $2,159 Shares 88,552 Est. Cost $24.97 Unrealized
IJS ISHARES TR 0.5%
Value ($000) $2,145 Shares 17,523 Est. Cost $112.44 Unrealized
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,115 Shares 67,362 Est. Cost $28.19 Unrealized
EWX SPDR INDEX SHS FDS 0.4%
Value ($000) $1,707 Shares 38,462 Est. Cost $42.57 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,698 Shares 63,755 Est. Cost $25.84 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $1,620 Shares 25,458 Est. Cost $56.86 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,582 Shares 7,523 Est. Cost $56.68 Unrealized +254.2%
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $1,523 Shares 27,977 Est. Cost $52.89 Unrealized
NUVEEN MUN VALUE FD INC 0.4%
Value ($000) $1,501 Shares 140,760 Est. Cost $9.44 Unrealized
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,439 Shares 53,765 Est. Cost $23.23 Unrealized
PZT INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,371 Shares 53,716 Est. Cost $24.29 Unrealized
NUVEEN MARYLAND QLT MUN INC 0.3%
Value ($000) $1,366 Shares 103,799 Est. Cost $12.10 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,348 Shares 8,763 Est. Cost $127.29 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,330 Shares 4,789 Est. Cost $106.41 Unrealized +123.3%
EEMV ISHARES INC 0.3%
Value ($000) $1,327 Shares 24,054 Est. Cost $50.92 Unrealized
SCZ ISHARES TR 0.3%
Value ($000) $1,325 Shares 22,462 Est. Cost $48.67 Unrealized
OEF ISHARES TR 0.3%
Value ($000) $1,256 Shares 8,068 Est. Cost $115.45 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,249 Shares 18,287 Est. Cost $58.48 Unrealized
SLYV SPDR SER TR 0.3%
Value ($000) $1,242 Shares 24,800 Est. Cost $42.26 Unrealized
NUVEEN INTER DURATION MUN TE 0.3%
Value ($000) $1,233 Shares 92,317 Est. Cost $12.69 Unrealized
NUVEEN CALIF MUN VALUE FD IN 0.3%
Value ($000) $1,233 Shares 114,398 Est. Cost $9.32 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $1,228 Shares 27,855 Est. Cost $44.35 Unrealized
WESTERN ASSET HIGH INCOME OP 0.3%
Value ($000) $1,179 Shares 240,582 Est. Cost $4.89 Unrealized
NUVEEN INT DUR QUAL MUN TRM 0.3%
Value ($000) $1,117 Shares 78,200 Est. Cost $13.15 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,094 Shares 20,956 Est. Cost $48.78 Unrealized
DLS WISDOMTREE TR 0.3%
Value ($000) $1,087 Shares 18,144 Est. Cost $53.22 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $1,045 Shares 8,846 Est. Cost $79.63 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $996 Shares 34,050 Est. Cost $27.00 Unrealized
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $971 Shares 21,706 Est. Cost $46.44 Unrealized
HYD VANECK VECTORS ETF TR 0.2%
Value ($000) $952 Shares 15,912 Est. Cost $59.67 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $935 Shares 6,240 Est. Cost $96.04 Unrealized
BLACKROCK MUNIYIELD N Y QUAL 0.2%
Value ($000) $919 Shares 72,350 Est. Cost $12.70 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $873 Shares 16,743 Est. Cost $46.11 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $869 Shares 10,915 Est. Cost $62.62 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $747 Shares 2,103 Est. Cost $139.68 Unrealized +121.3%
IEI ISHARES TR 0.2%
Value ($000) $629 Shares 4,709 Est. Cost $122.63 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $615 Shares 11,951 Est. Cost $50.30 Unrealized
TFI SPDR SER TR 0.1%
Value ($000) $596 Shares 11,482 Est. Cost $49.04 Unrealized
MLN VANECK VECTORS ETF TR 0.1%
Value ($000) $596 Shares 27,883 Est. Cost $20.28 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.1%
Value ($000) $581 Shares 42,967 Est. Cost $13.36 Unrealized
WOOD ISHARES TR 0.1%
Value ($000) $578 Shares 8,934 Est. Cost $46.46 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $570 Shares 181 Est. Cost $93.10 Unrealized +69.3%
XNYVX NUVEEN NEW YORK MUN VALUE FD 0.1%
Value ($000) $545 Shares 36,808 Est. Cost $14.06 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $495 Shares 2,512 Est. Cost $98.68 Unrealized +67.1%
MMM 3M CO 0.1%
Value ($000) $493 Shares 3,078 Est. Cost $119.08 Unrealized -7.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $483 Shares 5,018 Est. Cost $70.63 Unrealized +21.0%
IWF ISHARES TR 0.1%
Value ($000) $478 Shares 2,203 Est. Cost $110.65 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $471 Shares 2,847 Est. Cost $59.06 Unrealized +148.4%
IWC ISHARES TR 0.1%
Value ($000) $470 Shares 5,196 Est. Cost $88.20 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $468 Shares 1,090 Est. Cost $100.25 Unrealized +17.8%
IJH ISHARES TR 0.1%
Value ($000) $467 Shares 2,521 Est. Cost $133.27 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $462 Shares 3,799 Est. Cost $153.80 Unrealized -39.0%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $447 Shares 30,436 Est. Cost $15.15 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $441 Shares 2,821 Est. Cost $93.53 Unrealized
NYF ISHARES TR 0.1%
Value ($000) $432 Shares 7,512 Est. Cost $59.00 Unrealized
L BRANDS INC 0.1%
Value ($000) $420 Shares 13,200 Est. Cost $49.27 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $419 Shares 1,363 Est. Cost $208.49 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $416 Shares 6,730 Est. Cost $48.82 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $414 Shares 2,984 Est. Cost $75.36 Unrealized +52.8%
EEMX SPDR INDEX SHS FDS 0.1%
Value ($000) $404 Shares 6,120 Est. Cost $52.46 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $402 Shares 1,448 Est. Cost $179.23 Unrealized
LIVONGO HEALTH INC 0.1%
Value ($000) $378 Shares 2,700 Est. Cost $28.55 Unrealized
V VISA INC 0.1%
Value ($000) $368 Shares 1,840 Est. Cost $91.01 Unrealized +111.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $361 Shares 2,819 Est. Cost $65.00 Unrealized +61.5%
CRDF CARDIFF ONCOLOGY INC 0.1%
Value ($000) $355 Shares 25,000 Est. Cost $2.05 Unrealized +222.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $332 Shares 4,300 Est. Cost $54.41 Unrealized +23.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $330 Shares 7,135 Est. Cost $30.53 Unrealized +23.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $311 Shares 2,089 Est. Cost $76.41 Unrealized +66.2%
MUNI PIMCO ETF TR 0.1%
Value ($000) $306 Shares 5,440 Est. Cost $55.66 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value ($000) $292 Shares 19,091 Est. Cost $13.31 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $278 Shares 189 Est. Cost $59.89 Unrealized +26.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $278 Shares 190 Est. Cost $56.64 Unrealized +33.5%
SPYX SPDR SER TR 0.1%
Value ($000) $276 Shares 3,305 Est. Cost $71.21 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $265 Shares 1,208 Est. Cost $129.68 Unrealized +39.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $256 Shares 4,455 Est. Cost $34.02 Unrealized +42.7%
ACWX ISHARES TR 0.1%
Value ($000) $251 Shares 5,460 Est. Cost $42.03 Unrealized
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $250 Shares 10,638 Est. Cost $24.27 Unrealized
NUAG NUSHARES ETF TR 0.1%
Value ($000) $249 Shares 9,700 Est. Cost $24.31 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $249 Shares 2,003 Est. Cost $70.47 Unrealized +73.3%
NUVEEN CALIF MUNICPAL VALUE 0.1%
Value ($000) $247 Shares 15,800 Est. Cost $14.72 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $242 Shares 7,730 Est. Cost $30.70 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $233 Shares 16,000 Est. Cost $13.75 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $221 Shares 4,542 Est. Cost $56.44 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $217 Shares 13,844 Est. Cost $16.27 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $217 Shares 13,720 Est. Cost $26.35 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $214 Shares 2,425 Est. Cost $81.85 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $214 Shares 927 Est. Cost $132.13 Unrealized
SHM SPDR SER TR 0.1%
Value ($000) $211 Shares 4,240 Est. Cost $47.95 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $207 Shares 3,523 Est. Cost $53.21 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $207 Shares 4,370 Est. Cost $41.37 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $201 Shares 3,940 Est. Cost $50.29 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $197 Shares 2,276 Est. Cost $84.41 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $196 Shares 1,525 Est. Cost $75.19 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $195 Shares 3,400 Est. Cost $66.58 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $195 Shares 2,708 Est. Cost $81.25 Unrealized -18.2%
META FACEBOOK INC 0.0%
Value ($000) $193 Shares 737 Est. Cost $87.69 Unrealized +192.1%
MRK MERCK & CO. INC 0.0%
Value ($000) $192 Shares 2,316 Est. Cost $52.38 Unrealized +25.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $189 Shares 6,172 Est. Cost $40.97 Unrealized -31.5%
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $187 Shares 20,645 Est. Cost $9.22 Unrealized
DELAWARE INVTS NATL MUN INCO 0.0%
Value ($000) $185 Shares 14,970 Est. Cost $12.62 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $184 Shares 1,700 Est. Cost $102.09 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $179 Shares 4,866 Est. Cost $22.03 Unrealized +23.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $173 Shares 14,018 Est. Cost $22.45 Unrealized -54.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $168 Shares 745 Est. Cost $156.73 Unrealized +35.4%
TIP ISHARES TR 0.0%
Value ($000) $167 Shares 1,319 Est. Cost $115.38 Unrealized
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $164 Shares 27,134 Est. Cost $17.20 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $160 Shares 1,915 Est. Cost $43.25 Unrealized +61.4%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $159 Shares 1,141 Est. Cost $79.23 Unrealized +46.8%
T AT&T INC 0.0%
Value ($000) $157 Shares 5,497 Est. Cost $16.44 Unrealized -5.4%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $156 Shares 3,025 Est. Cost $32.04 Unrealized +37.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $148 Shares 498 Est. Cost $119.03 Unrealized +111.5%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $145 Shares 4,105 Est. Cost $33.46 Unrealized
RLMD RELMADA THERAPEUTICS INC 0.0%
Value ($000) $144 Shares 3,835 Est. Cost $31.17 Unrealized +24.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $143 Shares 140 Est. Cost $17.66 Unrealized +463.1%
BLACKROCK MUN TARGET TERM TR 0.0%
Value ($000) $142 Shares 5,700 Est. Cost $21.63 Unrealized
NUVEEN MASSACHUSETS QLT MUN 0.0%
Value ($000) $139 Shares 9,922 Est. Cost $12.79 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $138 Shares 705 Est. Cost $85.27 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $134 Shares 1,438 Est. Cost $39.97 Unrealized +112.3%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $133 Shares 1,688 Est. Cost $73.12 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $132 Shares 578 Est. Cost $154.06 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $132 Shares 3,849 Est. Cost $30.67 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $131 Shares 2,566 Est. Cost $48.49 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $131 Shares 4,767 Est. Cost $26.22 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $129 Shares 1,000 Est. Cost $75.00 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $129 Shares 3,893 Est. Cost $33.98 Unrealized +3.2%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $129 Shares 1,188 Est. Cost $10.60 Unrealized +136.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $123 Shares 1,072 Est. Cost $73.74 Unrealized +10.6%
TWITTER INC 0.0%
Value ($000) $116 Shares 2,600 Est. Cost $44.62 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $115 Shares 885 Est. Cost $71.08 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $113 Shares 1,206 Est. Cost $36.84 Unrealized +131.3%
EEMS ISHARES INC 0.0%
Value ($000) $111 Shares 2,527 Est. Cost $32.20 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $103 Shares 637 Est. Cost $90.63 Unrealized +44.7%
IT GARTNER INC 0.0%
Value ($000) $103 Shares 821 Est. Cost $63.15 Unrealized +101.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $100 Shares 701 Est. Cost $47.25 Unrealized +147.3%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $98 Shares 1,580 Est. Cost $60.50 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $98 Shares 1,895 Est. Cost $47.61 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $97 Shares 4,400 Est. Cost $20.05 Unrealized -3.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $96 Shares 1,050 Est. Cost $65.63 Unrealized +27.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $91 Shares 1,508 Est. Cost $43.77 Unrealized +11.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $91 Shares 908 Est. Cost $97.90 Unrealized -6.1%
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $90 Shares 966 Est. Cost $26.41 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $90 Shares 1,098 Est. Cost $92.77 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $89 Shares 178 Est. Cost $27.97 Unrealized +78.0%
SDY SPDR SER TR 0.0%
Value ($000) $89 Shares 964 Est. Cost $76.26 Unrealized
TXNM PNM RES INC 0.0%
Value ($000) $88 Shares 2,134 Est. Cost $23.39 Unrealized +78.3%
LEN LENNAR CORP 0.0%
Value ($000) $86 Shares 1,059 Est. Cost $30.94 Unrealized +112.9%
RARE ULTRAGENYX PHARMACEUTICAL IN 0.0%
Value ($000) $86 Shares 1,045 Est. Cost $53.14 Unrealized +56.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $83 Shares 22,600 Est. Cost $161.75 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $82 Shares 603 Est. Cost $106.14 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $82 Shares 500 Est. Cost $87.75 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $79 Shares 2,311 Est. Cost $69.56 Unrealized -53.5%
MYOKARDIA INC 0.0%
Value ($000) $77 Shares 565 Est. Cost $12.36 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $76 Shares 1,925 Est. Cost $33.77 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $76 Shares 1,284 Est. Cost $47.92 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $76 Shares 300 Est. Cost $139.51 Unrealized +50.2%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $55.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $76 Shares 1,282 Est. Cost $31.79 Unrealized +33.9%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $74 Shares 158 Est. Cost $308.60 Unrealized +3.6%
ACWI ISHARES TR 0.0%
Value ($000) $71 Shares 893 Est. Cost $65.89 Unrealized
GLOBAL BLOOD THERAPEUTICS IN 0.0%
Value ($000) $70 Shares 1,267 Est. Cost $15.75 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $68 Shares 790 Est. Cost $50.80 Unrealized +39.4%
XBFZX BLACKROCK CALIF MUN INCOME T 0.0%
Value ($000) $67 Shares 5,100 Est. Cost $13.14 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $66 Shares 240 Est. Cost $70.45 Unrealized +270.7%
DEO DIAGEO PLC 0.0%
Value ($000) $66 Shares 479 Est. Cost $140.10 Unrealized
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $65 Shares 3,250 Est. Cost $26.15 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $64 Shares 628 Est. Cost $68.63 Unrealized +25.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $64 Shares 1,620 Est. Cost $26.97 Unrealized +37.4%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $62 Shares 2,180 Est. Cost $20.08 Unrealized +11.1%
ROL ROLLINS INC 0.0%
Value ($000) $61 Shares 1,127 Est. Cost $12.40 Unrealized +160.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $60 Shares 260 Est. Cost $77.87 Unrealized +189.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $57 Shares 81 Est. Cost $123.93 Unrealized +81.2%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $57 Shares 697 Est. Cost $63.70 Unrealized +6.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $57 Shares 531 Est. Cost $90.03 Unrealized +13.8%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $57 Shares 2,327 Est. Cost $24.92 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $56 Shares 2,048 Est. Cost $25.94 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $56 Shares 1,050 Est. Cost $29.19 Unrealized +81.3%
ABT ABBOTT LABS 0.0%
Value ($000) $56 Shares 516 Est. Cost $77.55 Unrealized +19.1%
IWO ISHARES TR 0.0%
Value ($000) $55 Shares 249 Est. Cost $134.88 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $55 Shares 197 Est. Cost $39.75 Unrealized +51.7%
OPPE WISDOMTREE TR 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $26.63 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $54 Shares 608 Est. Cost $40.39 Unrealized +107.5%
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $52 Shares 896 Est. Cost $58.04 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $51 Shares 239 Est. Cost $113.99 Unrealized +57.8%
SUB ISHARES TR 0.0%
Value ($000) $51 Shares 475 Est. Cost $107.92 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $50 Shares 816 Est. Cost $35.15 Unrealized +28.3%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $50 Shares 848 Est. Cost $55.99 Unrealized +14.6%
MLI MUELLER INDS INC 0.0%
Value ($000) $49 Shares 1,819 Est. Cost $12.65 Unrealized +5.1%
SNA SNAP ON INC 0.0%
Value ($000) $49 Shares 331 Est. Cost $80.27 Unrealized +57.3%
BLACKROCK 2022 GBL INCM OPP 0.0%
Value ($000) $48 Shares 5,500 Est. Cost $8.33 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $48 Shares 481 Est. Cost $97.28 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $47 Shares 1,130 Est. Cost $34.25 Unrealized +0.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $46 Shares 137 Est. Cost $306.98 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $46 Shares 897 Est. Cost $37.67 Unrealized +23.5%
NUVEEN TAXABLE MUNICPAL INM 0.0%
Value ($000) $44 Shares 1,944 Est. Cost $19.69 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $44 Shares 328 Est. Cost $93.44 Unrealized
DUKE REALTY CORP 0.0%
Value ($000) $44 Shares 1,200 Est. Cost $14.17 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $43 Shares 224 Est. Cost $66.07 Unrealized +153.2%
EXC EXELON CORP 0.0%
Value ($000) $43 Shares 1,210 Est. Cost $21.40 Unrealized +2.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $42 Shares 200 Est. Cost $133.01 Unrealized +42.0%
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $42 Shares 800 Est. Cost $46.25 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $42 Shares 712 Est. Cost $53.70 Unrealized -2.5%
SPYV SPDR SER TR 0.0%
Value ($000) $41 Shares 1,353 Est. Cost $30.01 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $40 Shares 169 Est. Cost $125.38 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $39 Shares 120 Est. Cost $72.98 Unrealized +309.1%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 223 Est. Cost $142.97 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $39 Shares 180 Est. Cost $207.56 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $39 Shares 900 Est. Cost $58.49 Unrealized -24.4%
ISHARES INC 0.0%
Value ($000) $38 Shares 1,470 Est. Cost $30.86 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $38 Shares 1,066 Est. Cost $28.55 Unrealized +1.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $37 Shares 500 Est. Cost $68.85 Unrealized -14.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $36 Shares 463 Est. Cost $56.49 Unrealized +7.6%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $36 Shares 669 Est. Cost $52.36 Unrealized -1.5%
G1 THERAPEUTICS INC 0.0%
Value ($000) $35 Shares 2,988 Est. Cost $37.07 Unrealized
UNILEVER PLC 0.0%
Value ($000) $34 Shares 550 Est. Cost $56.92 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $34 Shares 500 Est. Cost $57.94 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $33 Shares 270 Est. Cost $88.08 Unrealized +22.0%
TIPX SPDR SER TR 0.0%
Value ($000) $33 Shares 1,595 Est. Cost $18.96 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $33 Shares 400 Est. Cost $12.71 Unrealized +484.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $111.99 Unrealized +19.0%
AGG ISHARES TR 0.0%
Value ($000) $32 Shares 272 Est. Cost $109.28 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $32 Shares 519 Est. Cost $31.29 Unrealized +71.8%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $32 Shares 337 Est. Cost $32.16 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $31 Shares 75 Est. Cost $383.05 Unrealized 0.0%
WPC WP CAREY INC 0.0%
Value ($000) $31 Shares 477 Est. Cost $68.20 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $30 Shares 334 Est. Cost $63.26 Unrealized +5.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $30 Shares 728 Est. Cost $33.21 Unrealized +5.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $29 Shares 100 Est. Cost $86.39 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 84 Est. Cost $147.65 Unrealized +134.2%
CB CHUBB LIMITED 0.0%
Value ($000) $29 Shares 246 Est. Cost $102.85 Unrealized +12.6%
NUVEEN NEW JERSEY MUN VALUE 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $14.00 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 150 Est. Cost $39.86 Unrealized
WMT WALMART INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $41.31 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $28 Shares 407 Est. Cost $25.10 Unrealized +13.9%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $27 Shares 1,133 Est. Cost $15.56 Unrealized +40.3%
CAMBRIDGE BANCORP 0.0%
Value ($000) $27 Shares 500 Est. Cost $80.00 Unrealized
BA BOEING CO 0.0%
Value ($000) $27 Shares 165 Est. Cost $214.40 Unrealized -20.5%
GLD SPDR GOLD TR 0.0%
Value ($000) $27 Shares 150 Est. Cost $126.16 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $27 Shares 550 Est. Cost $49.49 Unrealized
QEFA SPDR INDEX SHS FDS 0.0%
Value ($000) $26 Shares 380 Est. Cost $68.42 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $26 Shares 328 Est. Cost $75.24 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $25 Shares 210 Est. Cost $99.06 Unrealized +23.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $25 Shares 656 Est. Cost $27.67 Unrealized -1.8%
DEM WISDOMTREE TR 0.0%
Value ($000) $25 Shares 700 Est. Cost $46.10 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $25 Shares 4,041 Est. Cost $18.03 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $24 Shares 480 Est. Cost $60.97 Unrealized -19.9%
CGNX COGNEX CORP 0.0%
Value ($000) $24 Shares 371 Est. Cost $30.42 Unrealized +100.4%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 1,021 Est. Cost $22.12 Unrealized
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $24 Shares 628 Est. Cost $28.48 Unrealized +32.4%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $23 Shares 150 Est. Cost $121.21 Unrealized +16.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $23 Shares 67 Est. Cost $207.20 Unrealized +52.4%
DWM WISDOMTREE TR 0.0%
Value ($000) $23 Shares 500 Est. Cost $46.33 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $23 Shares 154 Est. Cost $86.41 Unrealized +42.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $22 Shares 165 Est. Cost $73.47 Unrealized +70.1%
LLY LILLY ELI & CO 0.0%
Value ($000) $22 Shares 150 Est. Cost $63.68 Unrealized +128.9%
EPI WISDOMTREE TR 0.0%
Value ($000) $22 Shares 940 Est. Cost $23.40 Unrealized
NUVEEN CALIF SELECT TAX FREE 0.0%
Value ($000) $22 Shares 1,400 Est. Cost $14.31 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $22 Shares 120 Est. Cost $103.79 Unrealized +81.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 186 Est. Cost $41.38 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $22 Shares 255 Est. Cost $61.00 Unrealized +25.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $21 Shares 345 Est. Cost $49.42 Unrealized +19.1%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $39.22 Unrealized +13.5%
ORCL ORACLE CORP 0.0%
Value ($000) $21 Shares 350 Est. Cost $40.31 Unrealized +30.9%
TTC TORO CO 0.0%
Value ($000) $21 Shares 254 Est. Cost $45.24 Unrealized +65.4%
XYL XYLEM INC 0.0%
Value ($000) $20 Shares 241 Est. Cost $66.25 Unrealized +10.3%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $20 Shares 1,165 Est. Cost $17.47 Unrealized -18.1%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 173 Est. Cost $109.83 Unrealized
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $20 Shares 348 Est. Cost $42.57 Unrealized +32.5%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $19 Shares 348 Est. Cost $40.18 Unrealized +35.4%
NOW SERVICENOW INC 0.0%
Value ($000) $19 Shares 40 Est. Cost $39.19 Unrealized +127.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $19 Shares 38 Est. Cost $252.10 Unrealized +84.5%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $19 Shares 685 Est. Cost $20.49 Unrealized +59.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $19 Shares 89 Est. Cost $102.08 Unrealized +86.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $18 Shares 174 Est. Cost $56.83 Unrealized +71.9%
NUVEEN GEORGIA QLTY MUN INC 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $11.69 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $18 Shares 395 Est. Cost $47.68 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $18 Shares 289 Est. Cost $61.55 Unrealized -18.1%
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $18 Shares 700 Est. Cost $22.86 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $17 Shares 53 Est. Cost $263.02 Unrealized +13.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $17 Shares 154 Est. Cost $91.75 Unrealized +10.5%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $17 Shares 100 Est. Cost $87.33 Unrealized +47.8%
AGNC AGNC INVT CORP 0.0%
Value ($000) $17 Shares 1,257 Est. Cost $13.52 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 694 Est. Cost $26.98 Unrealized
L LOEWS CORP 0.0%
Value ($000) $17 Shares 476 Est. Cost $46.16 Unrealized -23.9%
C CITIGROUP INC 0.0%
Value ($000) $16 Shares 379 Est. Cost $44.50 Unrealized -7.8%
CHANGE HEALTHCARE INC 0.0%
Value ($000) $16 Shares 1,129 Est. Cost $9.74 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $16 Shares 103 Est. Cost $48.54 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $16 Shares 135 Est. Cost $56.11 Unrealized +69.6%
WDFC WD-40 CO 0.0%
Value ($000) $16 Shares 85 Est. Cost $93.26 Unrealized +93.3%
EVRG EVERGY INC 0.0%
Value ($000) $16 Shares 312 Est. Cost $47.34 Unrealized -4.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $16 Shares 228 Est. Cost $52.02 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $15 Shares 245 Est. Cost $52.48 Unrealized +6.9%
TARGET CORP 0.0%
Value ($000) $15 Shares 95 Est. Cost $157.89 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $15 Shares 40 Est. Cost $230.34 Unrealized +42.8%
WYNDHAM DESTINATIONS INC 0.0%
Value ($000) $15 Shares 480 Est. Cost $73.52 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $15 Shares 250 Est. Cost $52.12 Unrealized 0.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $15 Shares 55 Est. Cost $112.79 Unrealized +133.7%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $15 Shares 1,854 Est. Cost $13.08 Unrealized
TEMPLETON DRAGON FD INC 0.0%
Value ($000) $15 Shares 668 Est. Cost $19.46 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $60.54 Unrealized 0.0%
SPMB SPDR SER TR 0.0%
Value ($000) $14 Shares 516 Est. Cost $27.13 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $14 Shares 300 Est. Cost $90.69 Unrealized -42.2%
USRT ISHARES TR 0.0%
Value ($000) $14 Shares 310 Est. Cost $41.99 Unrealized
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $68.28 Unrealized -1.4%
MSFT MICROSOFT CORP 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $56.68 Unrealized +254.2%
DTD WISDOMTREE TR 0.0%
Value ($000) $14 Shares 150 Est. Cost $73.33 Unrealized
LIVONGO HEALTH INC 0.0%
Value ($000) $13 Shares 1,700 Est. Cost $28.55 Unrealized
LTBR LIGHTBRIDGE CORP 0.0%
Value ($000) $13 Shares 3,180 Est. Cost $4.40 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $13 Shares 800 Est. Cost $13.94 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $13 Shares 65 Est. Cost $105.92 Unrealized +77.4%
QQXT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 190 Est. Cost $26.32 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $12 Shares 228 Est. Cost $34.14 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $12 Shares 166 Est. Cost $69.17 Unrealized -11.8%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $12 Shares 225 Est. Cost $53.33 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 407 Est. Cost $49.05 Unrealized -47.2%
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 198 Est. Cost $25.25 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $12 Shares 102 Est. Cost $82.92 Unrealized +12.7%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $12 Shares 80 Est. Cost $112.60 Unrealized +12.6%
WPP WPP PLC NEW 0.0%
Value ($000) $12 Shares 308 Est. Cost $92.68 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $12 Shares 55 Est. Cost $77.43 Unrealized +135.1%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $12 Shares 1,401 Est. Cost $8.94 Unrealized
TIFFANY & CO NEW 0.0%
Value ($000) $11 Shares 95 Est. Cost $105.26 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $11 Shares 51 Est. Cost $99.10 Unrealized +105.4%
BIIB BIOGEN INC 0.0%
Value ($000) $11 Shares 40 Est. Cost $311.63 Unrealized -10.5%
OKE ONEOK INC NEW 0.0%
Value ($000) $11 Shares 438 Est. Cost $38.89 Unrealized -48.7%
IJT ISHARES TR 0.0%
Value ($000) $11 Shares 62 Est. Cost $132.97 Unrealized
LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 1,110 Est. Cost $11.95 Unrealized
ANSYS INC 0.0%
Value ($000) $11 Shares 35 Est. Cost $142.86 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 52 Est. Cost $153.85 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $11 Shares 99 Est. Cost $103.47 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $11 Shares 84 Est. Cost $69.79 Unrealized +42.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $11 Shares 160 Est. Cost $52.28 Unrealized +14.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $11 Shares 20 Est. Cost $410.21 Unrealized +47.0%
VVV VALVOLINE INC 0.0%
Value ($000) $10 Shares 549 Est. Cost $19.99 Unrealized +3.3%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 84 Est. Cost $142.86 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 246 Est. Cost $20.33 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $178.97 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $35.00 Unrealized +17.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $10 Shares 90 Est. Cost $72.87 Unrealized +45.0%
KEY KEYCORP 0.0%
Value ($000) $10 Shares 800 Est. Cost $8.95 Unrealized +4.9%
SESEN BIO INC 0.0%
Value ($000) $10 Shares 7,000 Est. Cost $0.92 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.00 Unrealized
SL GREEN RLTY CORP 0.0%
Value ($000) $10 Shares 209 Est. Cost $120.93 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 345 Est. Cost $27.81 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 66 Est. Cost $75.76 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $9 Shares 71 Est. Cost $126.76 Unrealized
V VISA INC 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $91.01 Unrealized +111.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $106.55 Unrealized 0.0%
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $9 Shares 341 Est. Cost $35.19 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $9 Shares 315 Est. Cost $28.57 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 258 Est. Cost $31.01 Unrealized
DUNKIN BRANDS GROUP INC 0.0%
Value ($000) $9 Shares 104 Est. Cost $48.08 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $9 Shares 16 Est. Cost $3.85 Unrealized +201.2%
CI CIGNA CORP NEW 0.0%
Value ($000) $8 Shares 49 Est. Cost $190.77 Unrealized -15.6%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 150 Est. Cost $79.42 Unrealized -38.2%
LOW LOWES COS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $83.93 Unrealized +66.7%
ELV ANTHEM INC 0.0%
Value ($000) $8 Shares 28 Est. Cost $160.37 Unrealized +55.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 75 Est. Cost $48.89 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $8 Shares 109 Est. Cost $73.39 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $8 Shares 205 Est. Cost $24.39 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $8 Shares 250 Est. Cost $20.83 Unrealized +26.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $8 Shares 125 Est. Cost $51.07 Unrealized +10.6%
HD HOME DEPOT INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $106.41 Unrealized +123.3%
TER TERADYNE INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $74.23 Unrealized +11.8%
ASML ASML HOLDING N V 0.0%
Value ($000) $8 Shares 23 Est. Cost $130.43 Unrealized
MET METLIFE INC 0.0%
Value ($000) $8 Shares 204 Est. Cost $32.39 Unrealized -1.2%
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 300 Est. Cost $33.33 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $8 Shares 24 Est. Cost $181.95 Unrealized +83.4%
VIRTUS GLOBAL DIVID & INCOME 0.0%
Value ($000) $8 Shares 1,075 Est. Cost $11.83 Unrealized
BALL BALL CORP 0.0%
Value ($000) $8 Shares 98 Est. Cost $54.90 Unrealized +31.3%
OVID OVID THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 1,440 Est. Cost $4.68 Unrealized +43.1%
VNO VORNADO RLTY TR 0.0%
Value ($000) $7 Shares 209 Est. Cost $76.56 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $7 Shares 10 Est. Cost $136.42 Unrealized +52.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $7 Shares 249 Est. Cost $32.60 Unrealized -23.2%
IDU ISHARES TR 0.0%
Value ($000) $7 Shares 48 Est. Cost $125.00 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $7 Shares 430 Est. Cost $32.95 Unrealized -60.5%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 51 Est. Cost $102.06 Unrealized +29.9%
AON AON PLC 0.0%
Value ($000) $7 Shares 34 Est. Cost $178.56 Unrealized +7.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $7 Shares 3,500 Est. Cost $40.97 Unrealized -31.5%
AAPL APPLE INC 0.0%
Value ($000) $7 Shares 1,600 Est. Cost $93.53 Unrealized +13.3%
DOW DOW INC 0.0%
Value ($000) $7 Shares 155 Est. Cost $35.17 Unrealized -4.8%
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value ($000) $6 Shares 262 Est. Cost $28.45 Unrealized -19.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $6 Shares 55 Est. Cost $77.52 Unrealized +11.2%
IAC INTERACTIVECORP NEW 0.0%
Value ($000) $6 Shares 46 Est. Cost $130.43 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.77 Unrealized -17.6%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 79 Est. Cost $50.63 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.09 Unrealized +8.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $6 Shares 18 Est. Cost $54.20 Unrealized +418.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 150 Est. Cost $27.96 Unrealized 0.0%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $6 Shares 186 Est. Cost $19.05 Unrealized +53.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 89 Est. Cost $48.48 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $180.55 Unrealized -12.9%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $5 Shares 40 Est. Cost $85.25 Unrealized +30.5%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $5 Shares 340 Est. Cost $11.45 Unrealized -39.1%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $101.80 Unrealized +53.9%
EEM ISHARES TR 0.0%
Value ($000) $5 Shares 7,000 Est. Cost $44.35 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $92.61 Unrealized +15.6%
1LIFE HEALTHCARE INC 0.0%
Value ($000) $5 Shares 165 Est. Cost $36.36 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 91 Est. Cost $27.24 Unrealized -22.6%
AMEDISYS INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $130.43 Unrealized
FISV FISERV INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $67.45 Unrealized +47.7%
PDFS PDF SOLUTIONS INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.99 Unrealized -10.4%
CDK GLOBAL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $4 Shares 58 Est. Cost $68.97 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $4 Shares 105 Est. Cost $38.10 Unrealized
WEINGARTEN RLTY INVS 0.0%
Value ($000) $4 Shares 225 Est. Cost $31.11 Unrealized
PENN PENN NATL GAMING INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $25.13 Unrealized +95.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $4 Shares 51 Est. Cost $29.95 Unrealized +31.9%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $4 Shares 330 Est. Cost $15.39 Unrealized -18.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $4 Shares 418 Est. Cost $11.01 Unrealized -33.9%
RES RPC INC 0.0%
Value ($000) $4 Shares 1,593 Est. Cost $16.27 Unrealized -82.5%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 64 Est. Cost $37.34 Unrealized
RADA ELECTR INDS LTD 0.0%
Value ($000) $4 Shares 700 Est. Cost $5.71 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $4 Shares 155 Est. Cost $25.62 Unrealized +3.4%
FROG JFROG LTD 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.45 Unrealized 0.0%
MED MEDIFAST INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $165.42 Unrealized -13.4%
VRSN VERISIGN INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $89.53 Unrealized +128.7%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $76.97 Unrealized +52.4%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 44 Est. Cost $110.73 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $121.40 Unrealized +283.3%
WBS WEBSTER FINL CORP CONN 0.0%
Value ($000) $3 Shares 100 Est. Cost $37.87 Unrealized -28.5%
KO COCA COLA CO 0.0%
Value ($000) $3 Shares 65 Est. Cost $31.14 Unrealized +31.0%
KR KROGER CO 0.0%
Value ($000) $3 Shares 75 Est. Cost $19.60 Unrealized +57.1%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $129.93 Unrealized -31.3%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $3 Shares 340 Est. Cost $26.47 Unrealized
GLW CORNING INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.34 Unrealized +9.5%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $3 Shares 102 Est. Cost $29.41 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1784.83 Unrealized -3.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 200 Est. Cost $53.52 Unrealized -69.1%
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $51.54 Unrealized +25.2%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $3 Shares 38 Est. Cost $63.47 Unrealized -24.2%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $3 Shares 50 Est. Cost $33.03 Unrealized +52.0%
SPX CORP 0.0%
Value ($000) $3 Shares 58 Est. Cost $34.48 Unrealized
RWT REDWOOD TR INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $20.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $37.14 Unrealized -58.4%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $69.48 Unrealized +28.3%
UNILEVER N V 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.24 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $145.41 Unrealized -6.3%
DOX AMDOCS LTD 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.15 Unrealized -3.3%
EEMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 120 Est. Cost $16.67 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $2 Shares 15 Est. Cost $81.15 Unrealized +58.7%
TWITTER INC 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $44.62 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $2 Shares 50 Est. Cost $25.41 Unrealized +43.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $2 Shares 41 Est. Cost $64.41 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $2 Shares 14 Est. Cost $84.22 Unrealized +48.4%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.58 Unrealized +4.7%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $60.75 Unrealized -16.5%
KSS KOHLS CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $49.04 Unrealized -56.9%
FTV FORTIVE CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $43.06 Unrealized +3.5%
LEN/B LENNAR CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $41.52 Unrealized +18.7%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $2 Shares 84 Est. Cost $19.52 Unrealized +31.2%
SUSB ISHARES TR 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $107.37 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BKF ISHARES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 30 Est. Cost $15.88 Unrealized 0.0%
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $64.35 Unrealized -50.3%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $1 Shares 231 Est. Cost $4.11 Unrealized 0.0%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $37.05 Unrealized -43.3%
TREE LENDINGTREE INC NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
BGC PARTNERS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
BEYOND AIR INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
MOLECULAR TEMPLATES INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
TBT PROSHARES TR 0.0%
Value ($000) $1 Shares 62 Est. Cost $32.26 Unrealized
OLN OLIN CORP 0.0%
Value ($000) $1 Shares 87 Est. Cost $14.30 Unrealized -28.0%
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $1 Shares 20 Est. Cost $19.88 Unrealized +171.2%
PRECISION BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 111 Est. Cost $18.02 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 110 Est. Cost $18.18 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.97 Unrealized -17.5%
SUNDIAL GROWERS INC 0.0%
Value ($000) $1 Shares 3,247 Est. Cost $0.92 Unrealized
APTINYX INC 0.0%
Value ($000) $1 Shares 205 Est. Cost $4.88 Unrealized
RICEBRAN TECHNOLOGIES 0.0%
Value ($000) $0 Shares 39 Est. Cost Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 55 Est. Cost Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 7 Est. Cost $67.31 Unrealized -7.6%
ORGANOVO HLDGS INC 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
APACHE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $87.96 Unrealized
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
THE ODP CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.44 Unrealized -47.6%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.36 Unrealized -16.8%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.72 Unrealized +10.8%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.21 Unrealized -43.5%
OVV OVINTIV INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $13.13 Unrealized -21.4%