Tortoise Investment Management, LLC Diversified Active

CIK: 0001599511 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 5, 2021

Total Value ($000): $438,483 (100.0% shares, 0.0% debt)

Holdings (552)

IVV ISHARES TR 14.5%
Value ($000) $63,575 Shares 169,357 Est. Cost $194.50 Unrealized
MBB ISHARES TR 8.3%
Value ($000) $36,434 Shares 330,830 Est. Cost $109.10 Unrealized
BAB INVESCO EXCH TRADED FD TR II 5.2%
Value ($000) $22,751 Shares 679,139 Est. Cost $32.66 Unrealized
IEMG ISHARES INC 4.2%
Value ($000) $18,395 Shares 296,503 Est. Cost $47.26 Unrealized
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $16,097 Shares 43,055 Est. Cost $161.75 Unrealized
ITOT ISHARES TR 3.0%
Value ($000) $13,175 Shares 152,810 Est. Cost $65.39 Unrealized
IWB ISHARES TR 2.7%
Value ($000) $11,730 Shares 55,370 Est. Cost $96.07 Unrealized
IEFA ISHARES TR 2.0%
Value ($000) $8,897 Shares 128,768 Est. Cost $58.28 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 1.9%
Value ($000) $8,260 Shares 330,552 Est. Cost $24.94 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $7,682 Shares 153,300 Est. Cost $37.40 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $7,613 Shares 57,372 Est. Cost $93.53 Unrealized +25.1%
IUSV ISHARES TR 1.5%
Value ($000) $6,408 Shares 103,045 Est. Cost $53.23 Unrealized
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $6,350 Shares 32,626 Est. Cost $119.03 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $6,262 Shares 51,398 Est. Cost $101.12 Unrealized
NUVEEN CR STRATEGIES INCOME 1.4%
Value ($000) $6,184 Shares 976,993 Est. Cost $5.91 Unrealized
ABERDEEN ASIA-PACIFIC INCOME 1.3%
Value ($000) $5,793 Shares 1,301,802 Est. Cost $4.39 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 1.3%
Value ($000) $5,772 Shares 122,262 Est. Cost $36.41 Unrealized
IJR ISHARES TR 1.3%
Value ($000) $5,602 Shares 60,962 Est. Cost $76.31 Unrealized
IXUS ISHARES TR 1.3%
Value ($000) $5,495 Shares 81,785 Est. Cost $52.13 Unrealized
SCHX SCHWAB STRATEGIC TR 1.2%
Value ($000) $5,398 Shares 59,347 Est. Cost $59.75 Unrealized
MUB ISHARES TR 1.2%
Value ($000) $5,394 Shares 46,024 Est. Cost $112.45 Unrealized
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $5,384 Shares 45,262 Est. Cost $91.49 Unrealized
NUVEEN NEW YORK QLT MUN INC 1.2%
Value ($000) $5,232 Shares 369,733 Est. Cost $13.14 Unrealized
SCHC SCHWAB STRATEGIC TR 1.2%
Value ($000) $5,187 Shares 137,756 Est. Cost $29.79 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 1.2%
Value ($000) $5,052 Shares 98,985 Est. Cost $50.99 Unrealized
VBR VANGUARD INDEX FDS 1.1%
Value ($000) $4,996 Shares 35,134 Est. Cost $123.19 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.0%
Value ($000) $4,573 Shares 14,955 Est. Cost $132.05 Unrealized
IVE ISHARES TR 1.0%
Value ($000) $4,424 Shares 34,558 Est. Cost $97.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $4,312 Shares 18,596 Est. Cost $113.47 Unrealized +94.1%
SPEM SPDR INDEX SHS FDS 1.0%
Value ($000) $4,250 Shares 100,795 Est. Cost $33.83 Unrealized
INVESCO TR INVT GRADE NEW YO 0.8%
Value ($000) $3,609 Shares 276,554 Est. Cost $12.50 Unrealized
DGS WISDOMTREE TR 0.8%
Value ($000) $3,584 Shares 75,106 Est. Cost $45.32 Unrealized
NUVEEN NEW YORK AMT QLT MUNI 0.8%
Value ($000) $3,351 Shares 247,673 Est. Cost $12.07 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.7%
Value ($000) $3,116 Shares 61,360 Est. Cost $50.42 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $2,994 Shares 51,300 Est. Cost $45.51 Unrealized
XNXNX NUVEEN N Y SELECT TAX FREE I 0.6%
Value ($000) $2,690 Shares 189,733 Est. Cost $13.26 Unrealized
IJS ISHARES TR 0.6%
Value ($000) $2,637 Shares 32,434 Est. Cost $98.13 Unrealized
SCHP SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,510 Shares 40,428 Est. Cost $55.83 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,504 Shares 27,050 Est. Cost $68.76 Unrealized
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,393 Shares 66,459 Est. Cost $28.19 Unrealized
STIP ISHARES TR 0.5%
Value ($000) $2,248 Shares 21,530 Est. Cost $99.34 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2,121 Shares 78,255 Est. Cost $26.07 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.5%
Value ($000) $2,037 Shares 127,925 Est. Cost $13.61 Unrealized
EWX SPDR INDEX SHS FDS 0.4%
Value ($000) $1,857 Shares 35,974 Est. Cost $42.57 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,851 Shares 22,240 Est. Cost $80.09 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $1,755 Shares 9,015 Est. Cost $129.17 Unrealized
SHYD VANECK VECTORS ETF TR 0.4%
Value ($000) $1,752 Shares 70,652 Est. Cost $24.97 Unrealized
SLYV SPDR SER TR 0.4%
Value ($000) $1,749 Shares 26,421 Est. Cost $43.73 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,688 Shares 7,589 Est. Cost $56.68 Unrealized +263.5%
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,632 Shares 18,338 Est. Cost $58.48 Unrealized
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,579 Shares 51,515 Est. Cost $23.23 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,504 Shares 20,608 Est. Cost $56.86 Unrealized
SLQD ISHARES TR 0.3%
Value ($000) $1,490 Shares 28,528 Est. Cost $50.38 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $1,439 Shares 27,855 Est. Cost $44.35 Unrealized
EEMV ISHARES INC 0.3%
Value ($000) $1,431 Shares 23,428 Est. Cost $50.92 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,411 Shares 5,312 Est. Cost $119.80 Unrealized +102.4%
PZT INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,404 Shares 53,716 Est. Cost $24.29 Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $1,378 Shares 24,977 Est. Cost $52.89 Unrealized
OEF ISHARES TR 0.3%
Value ($000) $1,377 Shares 8,023 Est. Cost $115.45 Unrealized
SCZ ISHARES TR 0.3%
Value ($000) $1,371 Shares 20,052 Est. Cost $48.67 Unrealized
NUVEEN MARYLAND QLT MUN INC 0.3%
Value ($000) $1,260 Shares 89,326 Est. Cost $12.10 Unrealized
DLS WISDOMTREE TR 0.3%
Value ($000) $1,236 Shares 18,144 Est. Cost $53.22 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,230 Shares 46,794 Est. Cost $26.29 Unrealized
NUVEEN CALIF MUN VALUE FD IN 0.3%
Value ($000) $1,219 Shares 112,898 Est. Cost $9.32 Unrealized
NUVEEN INTER DURATION MUN TE 0.3%
Value ($000) $1,209 Shares 87,073 Est. Cost $12.69 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,194 Shares 20,051 Est. Cost $48.78 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.3%
Value ($000) $1,153 Shares 66,003 Est. Cost $13.98 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,091 Shares 5,566 Est. Cost $96.04 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $1,081 Shares 9,780 Est. Cost $110.85 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $1,008 Shares 16,749 Est. Cost $46.11 Unrealized
NUVEEN INT DUR QUAL MUN TRM 0.2%
Value ($000) $985 Shares 66,851 Est. Cost $13.15 Unrealized
HYD VANECK VECTORS ETF TR 0.2%
Value ($000) $972 Shares 15,802 Est. Cost $59.67 Unrealized
BLACKROCK MUNIYIELD NY QUAL 0.2%
Value ($000) $962 Shares 72,350 Est. Cost $13.30 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $912 Shares 27,025 Est. Cost $27.00 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $821 Shares 9,020 Est. Cost $62.62 Unrealized
MLN VANECK VECTORS ETF TR 0.2%
Value ($000) $794 Shares 36,583 Est. Cost $20.62 Unrealized
XNYVX NUVEEN NEW YORK MUN VALUE FD 0.2%
Value ($000) $784 Shares 52,895 Est. Cost $14.29 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $776 Shares 1,100 Est. Cost $100.25 Unrealized +70.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $755 Shares 2,003 Est. Cost $139.68 Unrealized +148.7%
NUVEEN NEW JERSEY QULT MUN F 0.2%
Value ($000) $691 Shares 48,067 Est. Cost $13.47 Unrealized
WOOD ISHARES TR 0.2%
Value ($000) $672 Shares 8,439 Est. Cost $46.46 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $634 Shares 4,987 Est. Cost $70.63 Unrealized +39.0%
IEI ISHARES TR 0.1%
Value ($000) $620 Shares 4,660 Est. Cost $122.63 Unrealized
TFI SPDR SER TR 0.1%
Value ($000) $601 Shares 11,442 Est. Cost $49.04 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $599 Shares 5,046 Est. Cost $88.20 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $590 Shares 181 Est. Cost $93.10 Unrealized +71.4%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $575 Shares 12,596 Est. Cost $46.44 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $571 Shares 11,110 Est. Cost $50.30 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $562 Shares 8,015 Est. Cost $52.24 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $554 Shares 2,412 Est. Cost $133.27 Unrealized
MMM 3M CO 0.1%
Value ($000) $544 Shares 3,110 Est. Cost $119.06 Unrealized -1.3%
IWF ISHARES TR 0.1%
Value ($000) $531 Shares 2,203 Est. Cost $110.65 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $524 Shares 2,984 Est. Cost $98.02 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $523 Shares 2,512 Est. Cost $98.68 Unrealized +80.4%
WESTERN ASSET HIGH INCOME OP 0.1%
Value ($000) $523 Shares 105,703 Est. Cost $4.89 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $491 Shares 30,436 Est. Cost $15.15 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $486 Shares 1,548 Est. Cost $187.93 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $477 Shares 3,793 Est. Cost $153.80 Unrealized -39.3%
ZTS ZOETIS INC 0.1%
Value ($000) $471 Shares 2,847 Est. Cost $59.06 Unrealized +163.2%
L BRANDS INC 0.1%
Value ($000) $461 Shares 12,400 Est. Cost $49.27 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $451 Shares 3,039 Est. Cost $76.19 Unrealized +59.1%
QEMM SPDR INDEX SHS FDS 0.1%
Value ($000) $451 Shares 5,845 Est. Cost $77.16 Unrealized
CRDF CARDIFF ONCOLOGY INC 0.1%
Value ($000) $450 Shares 25,000 Est. Cost $2.05 Unrealized +759.0%
XBFZX BLACKROCK CALIF MUN INCOME T 0.1%
Value ($000) $433 Shares 30,410 Est. Cost $14.05 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $433 Shares 1,260 Est. Cost $208.49 Unrealized
NYF ISHARES TR 0.1%
Value ($000) $432 Shares 7,412 Est. Cost $59.00 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $427 Shares 2,819 Est. Cost $65.00 Unrealized +75.9%
V VISA INC 0.1%
Value ($000) $402 Shares 1,840 Est. Cost $91.01 Unrealized +116.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $397 Shares 7,579 Est. Cost $31.18 Unrealized +33.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $385 Shares 2,449 Est. Cost $83.92 Unrealized +52.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $373 Shares 4,367 Est. Cost $54.70 Unrealized +34.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $372 Shares 2,053 Est. Cost $72.16 Unrealized +94.3%
GOOG ALPHABET INC 0.1%
Value ($000) $366 Shares 209 Est. Cost $62.17 Unrealized +34.7%
IWD ISHARES TR 0.1%
Value ($000) $344 Shares 2,518 Est. Cost $79.63 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $333 Shares 190 Est. Cost $56.64 Unrealized +47.4%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $320 Shares 1,598 Est. Cost $203.34 Unrealized 0.0%
MUNI PIMCO ETF TR 0.1%
Value ($000) $309 Shares 5,440 Est. Cost $55.66 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $307 Shares 3,305 Est. Cost $71.21 Unrealized
NUVEEN CALIF MUNICPAL VALUE 0.1%
Value ($000) $305 Shares 19,800 Est. Cost $14.86 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value ($000) $301 Shares 19,091 Est. Cost $13.31 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $297 Shares 7,825 Est. Cost $35.59 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $288 Shares 5,430 Est. Cost $42.03 Unrealized
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $284 Shares 11,188 Est. Cost $24.32 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $270 Shares 4,617 Est. Cost $34.59 Unrealized +45.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $269 Shares 13,720 Est. Cost $26.35 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $264 Shares 4,867 Est. Cost $56.29 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $260 Shares 1,841 Est. Cost $86.53 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $258 Shares 9,738 Est. Cost $26.49 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $258 Shares 5,226 Est. Cost $49.38 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $252 Shares 4,408 Est. Cost $41.37 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $248 Shares 6,172 Est. Cost $40.97 Unrealized -13.6%
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $243 Shares 16,000 Est. Cost $13.75 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $233 Shares 3,400 Est. Cost $66.58 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $232 Shares 13,844 Est. Cost $16.27 Unrealized
GNMA ISHARES TR 0.1%
Value ($000) $231 Shares 4,520 Est. Cost $50.40 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $230 Shares 3,608 Est. Cost $81.32 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $229 Shares 2,708 Est. Cost $81.25 Unrealized -20.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $222 Shares 2,518 Est. Cost $82.09 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $217 Shares 1,700 Est. Cost $102.09 Unrealized
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $214 Shares 23,384 Est. Cost $17.20 Unrealized
SHM SPDR SER TR 0.0%
Value ($000) $211 Shares 4,240 Est. Cost $47.95 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $210 Shares 803 Est. Cost $161.52 Unrealized +38.1%
MRK MERCK & CO. INC 0.0%
Value ($000) $209 Shares 2,561 Est. Cost $53.57 Unrealized +21.0%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $205 Shares 3,523 Est. Cost $53.21 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $201 Shares 737 Est. Cost $87.69 Unrealized +210.5%
DELAWARE INVTS NATL MUN INCO 0.0%
Value ($000) $197 Shares 14,970 Est. Cost $12.62 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $191 Shares 13,982 Est. Cost $22.45 Unrealized -55.7%
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $190 Shares 20,645 Est. Cost $9.22 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $183 Shares 4,966 Est. Cost $22.16 Unrealized +29.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $180 Shares 841 Est. Cost $129.68 Unrealized +49.0%
ROST ROSS STORES INC 0.0%
Value ($000) $177 Shares 1,438 Est. Cost $39.97 Unrealized +148.1%
T AT&T INC 0.0%
Value ($000) $174 Shares 6,046 Est. Cost $16.34 Unrealized -5.9%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $173 Shares 3,383 Est. Cost $49.13 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $162 Shares 1,164 Est. Cost $80.10 Unrealized +53.8%
SHOP SHOPIFY INC 0.0%
Value ($000) $158 Shares 140 Est. Cost $17.66 Unrealized +494.5%
IWV ISHARES TR 0.0%
Value ($000) $158 Shares 705 Est. Cost $85.27 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $157 Shares 5,015 Est. Cost $30.70 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $156 Shares 3,025 Est. Cost $32.04 Unrealized +42.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $155 Shares 1,797 Est. Cost $43.25 Unrealized +69.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $155 Shares 1,188 Est. Cost $10.60 Unrealized +176.2%
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $154 Shares 3,849 Est. Cost $30.67 Unrealized
BLACKROCK MUN TARGET TERM TR 0.0%
Value ($000) $146 Shares 5,700 Est. Cost $21.63 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $146 Shares 578 Est. Cost $154.06 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $146 Shares 885 Est. Cost $71.08 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $145 Shares 4,767 Est. Cost $26.22 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $145 Shares 530 Est. Cost $126.79 Unrealized +95.3%
SHY ISHARES TR 0.0%
Value ($000) $143 Shares 1,661 Est. Cost $84.41 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $140 Shares 1,158 Est. Cost $99.19 Unrealized +4.7%
RLMD RELMADA THERAPEUTICS INC 0.0%
Value ($000) $139 Shares 4,335 Est. Cost $31.54 Unrealized +9.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $138 Shares 2,224 Est. Cost $45.79 Unrealized +9.3%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $137 Shares 1,000 Est. Cost $75.00 Unrealized
EEMS ISHARES INC 0.0%
Value ($000) $133 Shares 2,527 Est. Cost $32.20 Unrealized
IT GARTNER INC 0.0%
Value ($000) $132 Shares 821 Est. Cost $63.15 Unrealized +128.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $131 Shares 1,538 Est. Cost $73.12 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL IN 0.0%
Value ($000) $131 Shares 945 Est. Cost $53.14 Unrealized +123.2%
NUAG NUSHARES ETF TR 0.0%
Value ($000) $129 Shares 5,000 Est. Cost $24.31 Unrealized
TWITTER INC 0.0%
Value ($000) $125 Shares 2,300 Est. Cost $44.62 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $123 Shares 11,100 Est. Cost $9.44 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $120 Shares 2,030 Est. Cost $48.37 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $120 Shares 988 Est. Cost $73.74 Unrealized +20.3%
TIP ISHARES TR 0.0%
Value ($000) $116 Shares 909 Est. Cost $115.38 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $115 Shares 701 Est. Cost $47.25 Unrealized +184.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $114 Shares 1,050 Est. Cost $65.63 Unrealized +41.3%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $114 Shares 637 Est. Cost $90.63 Unrealized +65.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $111 Shares 793 Est. Cost $98.48 Unrealized +17.4%
NUVEEN MASSACHUSETS QLT MUN 0.0%
Value ($000) $111 Shares 7,622 Est. Cost $12.79 Unrealized
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $108 Shares 966 Est. Cost $26.41 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $106 Shares 1,098 Est. Cost $92.77 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $105 Shares 1,206 Est. Cost $36.84 Unrealized +126.3%
TXNM PNM RES INC 0.0%
Value ($000) $104 Shares 2,134 Est. Cost $23.39 Unrealized +106.2%
SDY SPDR SER TR 0.0%
Value ($000) $102 Shares 964 Est. Cost $76.26 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $101 Shares 4,400 Est. Cost $20.05 Unrealized -1.9%
NFLX NETFLIX INC 0.0%
Value ($000) $96 Shares 178 Est. Cost $27.97 Unrealized +81.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $95 Shares 2,311 Est. Cost $69.56 Unrealized -56.4%
IBB ISHARES TR 0.0%
Value ($000) $91 Shares 603 Est. Cost $106.14 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $88 Shares 1,000 Est. Cost $55.00 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $86 Shares 1,377 Est. Cost $48.90 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $86 Shares 1,924 Est. Cost $28.28 Unrealized +24.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $85 Shares 790 Est. Cost $50.80 Unrealized +67.6%
SPYM SPDR SER TR 0.0%
Value ($000) $85 Shares 1,925 Est. Cost $33.77 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $81 Shares 893 Est. Cost $65.89 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $81 Shares 1,059 Est. Cost $30.94 Unrealized +125.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $78 Shares 1,322 Est. Cost $32.16 Unrealized +36.7%
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $77 Shares 1,077 Est. Cost $60.30 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $77 Shares 1,250 Est. Cost $60.50 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $76 Shares 479 Est. Cost $140.10 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $73 Shares 2,048 Est. Cost $25.94 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $71 Shares 249 Est. Cost $134.88 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $70 Shares 600 Est. Cost $40.39 Unrealized +167.5%
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $70 Shares 3,250 Est. Cost $26.15 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $69 Shares 289 Est. Cost $129.69 Unrealized +57.9%
AMGN AMGEN INC 0.0%
Value ($000) $69 Shares 300 Est. Cost $139.51 Unrealized +40.7%
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $69 Shares 1,947 Est. Cost $33.98 Unrealized +4.1%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $68 Shares 2,020 Est. Cost $20.08 Unrealized +22.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $67 Shares 866 Est. Cost $59.75 Unrealized +9.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $66 Shares 81 Est. Cost $123.93 Unrealized +100.4%
ROL ROLLINS INC 0.0%
Value ($000) $66 Shares 1,690 Est. Cost $20.38 Unrealized +78.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $65 Shares 260 Est. Cost $77.87 Unrealized +175.6%
MLI MUELLER INDS INC 0.0%
Value ($000) $64 Shares 1,819 Est. Cost $12.65 Unrealized +18.1%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $63 Shares 474 Est. Cost $68.63 Unrealized +76.2%
IWN ISHARES TR 0.0%
Value ($000) $63 Shares 481 Est. Cost $97.28 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $60 Shares 1,050 Est. Cost $29.19 Unrealized +92.4%
INTC INTEL CORP 0.0%
Value ($000) $60 Shares 1,198 Est. Cost $39.27 Unrealized +12.1%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $60 Shares 2,327 Est. Cost $24.92 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $58 Shares 697 Est. Cost $63.70 Unrealized +13.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $57 Shares 281 Est. Cost $89.38 Unrealized +102.5%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $57 Shares 200 Est. Cost $70.45 Unrealized +293.3%
SNA SNAP ON INC 0.0%
Value ($000) $57 Shares 331 Est. Cost $80.27 Unrealized +82.4%
IJJ ISHARES TR 0.0%
Value ($000) $57 Shares 656 Est. Cost $90.17 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $57 Shares 848 Est. Cost $55.99 Unrealized +15.2%
ONCTERNAL THERAPEUTICS INC 0.0%
Value ($000) $56 Shares 11,500 Est. Cost $4.87 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $55 Shares 1,177 Est. Cost $29.05 Unrealized +16.5%
GLOBAL BLOOD THERAPEUTICS IN 0.0%
Value ($000) $55 Shares 1,267 Est. Cost $15.75 Unrealized
G1 THERAPEUTICS INC 0.0%
Value ($000) $54 Shares 2,988 Est. Cost $37.07 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $54 Shares 499 Est. Cost $108.22 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $53 Shares 158 Est. Cost $308.60 Unrealized +44.5%
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $51 Shares 800 Est. Cost $46.25 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $51 Shares 1,210 Est. Cost $21.40 Unrealized +15.0%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $50 Shares 1,861 Est. Cost $26.87 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $50 Shares 529 Est. Cost $85.70 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $50 Shares 120 Est. Cost $306.98 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $49 Shares 444 Est. Cost $77.55 Unrealized +28.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $49 Shares 712 Est. Cost $53.70 Unrealized +2.8%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $49 Shares 669 Est. Cost $52.36 Unrealized +20.6%
DUKE REALTY CORP 0.0%
Value ($000) $48 Shares 1,200 Est. Cost $14.17 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $48 Shares 685 Est. Cost $20.49 Unrealized +100.5%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $47 Shares 900 Est. Cost $58.49 Unrealized -15.7%
SPYV SPDR SER TR 0.0%
Value ($000) $47 Shares 1,353 Est. Cost $30.01 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $47 Shares 306 Est. Cost $108.19 Unrealized +20.2%
NUVEEN TAXABLE MUNICPAL INM 0.0%
Value ($000) $46 Shares 1,944 Est. Cost $19.69 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $46 Shares 1,130 Est. Cost $34.25 Unrealized -4.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $46 Shares 223 Est. Cost $142.97 Unrealized
FUELCELL ENERGY INC 0.0%
Value ($000) $45 Shares 4,000 Est. Cost $11.25 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $45 Shares 225 Est. Cost $137.82 Unrealized +28.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $44 Shares 4,041 Est. Cost $18.03 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $43 Shares 120 Est. Cost $72.98 Unrealized +357.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $111.99 Unrealized +46.2%
NUVEEN NEW JERSEY MUN VALUE 0.0%
Value ($000) $43 Shares 3,070 Est. Cost $14.00 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $41 Shares 380 Est. Cost $107.92 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $41 Shares 519 Est. Cost $31.29 Unrealized +118.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $68.85 Unrealized -12.3%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $40 Shares 500 Est. Cost $57.94 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $40 Shares 180 Est. Cost $207.56 Unrealized +8.2%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $38 Shares 108 Est. Cost $351.85 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $38 Shares 100 Est. Cost $336.52 Unrealized 0.0%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 284 Est. Cost $119.20 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 84 Est. Cost $147.65 Unrealized +179.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $37 Shares 400 Est. Cost $12.71 Unrealized +578.8%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $36 Shares 335 Est. Cost $32.16 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $35 Shares 324 Est. Cost $64.82 Unrealized +21.8%
UNILEVER PLC 0.0%
Value ($000) $35 Shares 585 Est. Cost $57.10 Unrealized
BA BOEING CO 0.0%
Value ($000) $35 Shares 165 Est. Cost $214.40 Unrealized -10.3%
CAMBRIDGE BANCORP 0.0%
Value ($000) $35 Shares 500 Est. Cost $80.00 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $34 Shares 1,133 Est. Cost $15.56 Unrealized +52.1%
QEFA SPDR INDEX SHS FDS 0.0%
Value ($000) $34 Shares 435 Est. Cost $69.65 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $34 Shares 728 Est. Cost $33.21 Unrealized +21.0%
WPC WP CAREY INC 0.0%
Value ($000) $34 Shares 477 Est. Cost $68.20 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $33 Shares 463 Est. Cost $56.49 Unrealized +14.4%
TIPX SPDR SER TR 0.0%
Value ($000) $33 Shares 1,595 Est. Cost $18.96 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $32 Shares 150 Est. Cost $39.86 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $32 Shares 180 Est. Cost $134.77 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $31 Shares 334 Est. Cost $63.26 Unrealized +19.6%
HUM HUMANA INC 0.0%
Value ($000) $31 Shares 75 Est. Cost $383.05 Unrealized +3.5%
OPPE WISDOMTREE TR 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $26.63 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $30 Shares 345 Est. Cost $49.42 Unrealized +43.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $30 Shares 407 Est. Cost $25.10 Unrealized +27.2%
CGNX COGNEX CORP 0.0%
Value ($000) $30 Shares 371 Est. Cost $30.42 Unrealized +127.1%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $29 Shares 480 Est. Cost $60.97 Unrealized -11.6%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $29 Shares 150 Est. Cost $121.21 Unrealized +36.5%
ISHARES INC 0.0%
Value ($000) $29 Shares 1,035 Est. Cost $30.86 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $29 Shares 1,021 Est. Cost $22.12 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $29 Shares 270 Est. Cost $88.08 Unrealized +10.7%
DEM WISDOMTREE TR 0.0%
Value ($000) $29 Shares 700 Est. Cost $46.10 Unrealized
MSG NETWORK INC 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $14.50 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $28 Shares 328 Est. Cost $75.24 Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $28 Shares 348 Est. Cost $40.18 Unrealized +59.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $28 Shares 210 Est. Cost $99.06 Unrealized +23.4%
EPI WISDOMTREE TR 0.0%
Value ($000) $27 Shares 940 Est. Cost $23.40 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $27 Shares 154 Est. Cost $144.87 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $27 Shares 656 Est. Cost $27.67 Unrealized -3.5%
ICUI ICU MED INC 0.0%
Value ($000) $26 Shares 120 Est. Cost $103.79 Unrealized +86.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $26 Shares 445 Est. Cost $51.08 Unrealized -3.4%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $26 Shares 400 Est. Cost $39.22 Unrealized +24.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $25 Shares 165 Est. Cost $73.47 Unrealized +84.3%
XYL XYLEM INC 0.0%
Value ($000) $25 Shares 241 Est. Cost $66.25 Unrealized +33.7%
LOW LOWES COS INC 0.0%
Value ($000) $25 Shares 154 Est. Cost $127.23 Unrealized +16.4%
C CITIGROUP INC 0.0%
Value ($000) $25 Shares 405 Est. Cost $44.37 Unrealized -4.5%
O REALTY INCOME CORP 0.0%
Value ($000) $25 Shares 408 Est. Cost $35.15 Unrealized +29.7%
DWM WISDOMTREE TR 0.0%
Value ($000) $25 Shares 500 Est. Cost $46.33 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $24 Shares 89 Est. Cost $102.08 Unrealized +119.1%
TTC TORO CO 0.0%
Value ($000) $24 Shares 254 Est. Cost $45.24 Unrealized +95.4%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $24 Shares 67 Est. Cost $207.20 Unrealized +56.1%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 186 Est. Cost $41.38 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $23 Shares 289 Est. Cost $61.55 Unrealized -8.5%
NUVEEN CALIF SELECT TAX FREE 0.0%
Value ($000) $23 Shares 1,400 Est. Cost $14.31 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $23 Shares 350 Est. Cost $40.31 Unrealized +37.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $23 Shares 100 Est. Cost $86.39 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $23 Shares 192 Est. Cost $109.28 Unrealized
WDFC WD-40 CO 0.0%
Value ($000) $23 Shares 85 Est. Cost $93.26 Unrealized +139.2%
NOW SERVICENOW INC 0.0%
Value ($000) $22 Shares 40 Est. Cost $39.19 Unrealized +165.3%
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $22 Shares 700 Est. Cost $22.86 Unrealized
NKE NIKE INC 0.0%
Value ($000) $22 Shares 152 Est. Cost $93.69 Unrealized +31.5%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $22 Shares 6,100 Est. Cost $161.75 Unrealized
WYNDHAM DESTINATIONS INC 0.0%
Value ($000) $22 Shares 480 Est. Cost $73.52 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $22 Shares 665 Est. Cost $30.95 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $22 Shares 174 Est. Cost $56.83 Unrealized +89.5%
L LOEWS CORP 0.0%
Value ($000) $21 Shares 476 Est. Cost $46.16 Unrealized -14.6%
LLY LILLY ELI & CO 0.0%
Value ($000) $21 Shares 125 Est. Cost $63.68 Unrealized +122.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $21 Shares 154 Est. Cost $86.41 Unrealized +34.2%
CHANGE HEALTHCARE INC 0.0%
Value ($000) $21 Shares 1,129 Est. Cost $9.74 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 694 Est. Cost $26.98 Unrealized
NUVEEN GEORGIA QLTY MUN INC 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $11.69 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $20 Shares 1,854 Est. Cost $13.08 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $20 Shares 130 Est. Cost $56.11 Unrealized +122.3%
AGNC AGNC INVT CORP 0.0%
Value ($000) $20 Shares 1,257 Est. Cost $13.52 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $20 Shares 395 Est. Cost $47.68 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $19 Shares 1,165 Est. Cost $17.47 Unrealized -22.6%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $19 Shares 348 Est. Cost $42.57 Unrealized +28.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $19 Shares 38 Est. Cost $252.10 Unrealized +91.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $19 Shares 105 Est. Cost $122.45 Unrealized +25.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $18 Shares 507 Est. Cost $44.42 Unrealized -42.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $18 Shares 152 Est. Cost $88.72 Unrealized +7.2%
MRNA MODERNA INC 0.0%
Value ($000) $18 Shares 172 Est. Cost $101.17 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $17 Shares 312 Est. Cost $47.34 Unrealized -5.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $17 Shares 450 Est. Cost $38.52 Unrealized -35.3%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $17 Shares 103 Est. Cost $48.54 Unrealized
WPP WPP PLC NEW 0.0%
Value ($000) $17 Shares 308 Est. Cost $92.68 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $16 Shares 166 Est. Cost $69.17 Unrealized +12.3%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $16 Shares 100 Est. Cost $87.33 Unrealized +46.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $16 Shares 53 Est. Cost $263.02 Unrealized +6.8%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $60.54 Unrealized +8.7%
TEMPLETON DRAGON FD INC 0.0%
Value ($000) $16 Shares 668 Est. Cost $19.46 Unrealized
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $16 Shares 628 Est. Cost $28.48 Unrealized +14.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $16 Shares 35 Est. Cost $462.59 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $16 Shares 296 Est. Cost $41.38 Unrealized +7.0%
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $68.28 Unrealized +0.9%
DTD WISDOMTREE TR 0.0%
Value ($000) $16 Shares 150 Est. Cost $73.33 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $16 Shares 228 Est. Cost $52.02 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $16 Shares 225 Est. Cost $53.33 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 81 Est. Cost $170.87 Unrealized -3.5%
DOX AMDOCS LTD 0.0%
Value ($000) $15 Shares 205 Est. Cost $56.12 Unrealized +0.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $15 Shares 65 Est. Cost $105.92 Unrealized +95.2%
QQXT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $15 Shares 190 Est. Cost $26.32 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $15 Shares 310 Est. Cost $41.99 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $15 Shares 55 Est. Cost $112.79 Unrealized +148.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $15 Shares 42 Est. Cost $199.34 Unrealized +54.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $15 Shares 250 Est. Cost $52.12 Unrealized -2.4%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $9.33 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $14 Shares 40 Est. Cost $230.34 Unrealized +38.5%
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 198 Est. Cost $25.25 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $14 Shares 516 Est. Cost $27.13 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $14 Shares 124 Est. Cost $122.93 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $13 Shares 180 Est. Cost $122.13 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $178.97 Unrealized +10.1%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 84 Est. Cost $142.86 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 52 Est. Cost $153.85 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $13 Shares 300 Est. Cost $90.69 Unrealized -48.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $13 Shares 160 Est. Cost $52.28 Unrealized +34.5%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $13 Shares 1,401 Est. Cost $8.94 Unrealized
KEY KEYCORP 0.0%
Value ($000) $13 Shares 800 Est. Cost $8.95 Unrealized +27.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $13 Shares 51 Est. Cost $99.10 Unrealized +132.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $13 Shares 72 Est. Cost $135.16 Unrealized +9.1%
WMT WALMART INC 0.0%
Value ($000) $13 Shares 88 Est. Cost $41.31 Unrealized +9.5%
LTBR LIGHTBRIDGE CORP 0.0%
Value ($000) $13 Shares 3,180 Est. Cost $4.40 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $13 Shares 549 Est. Cost $19.99 Unrealized +8.3%
ANSYS INC 0.0%
Value ($000) $13 Shares 35 Est. Cost $142.86 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $13 Shares 430 Est. Cost $32.95 Unrealized -32.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $13 Shares 76 Est. Cost $116.40 Unrealized +17.6%
TER TERADYNE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $74.23 Unrealized +34.8%
V VISA INC 0.0%
Value ($000) $12 Shares 1,500 Est. Cost $91.01 Unrealized +116.7%
AAPL APPLE INC 0.0%
Value ($000) $12 Shares 1,600 Est. Cost $93.53 Unrealized +25.1%
LMND LEMONADE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $73.75 Unrealized 0.0%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 345 Est. Cost $27.81 Unrealized
TIFFANY & CO NEW 0.0%
Value ($000) $12 Shares 95 Est. Cost $105.26 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $12 Shares 131 Est. Cost $70.34 Unrealized +9.4%
KARYOPHARM THERAPEUTICS INC 0.0%
Value ($000) $12 Shares 750 Est. Cost $16.00 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 246 Est. Cost $20.33 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $107.54 Unrealized +2.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $12 Shares 55 Est. Cost $77.43 Unrealized +155.8%
SL GREEN RLTY CORP 0.0%
Value ($000) $12 Shares 209 Est. Cost $120.93 Unrealized
BLACKROCK INC 0.0%
Value ($000) $12 Shares 16 Est. Cost $750.00 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $12 Shares 84 Est. Cost $121.19 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $12 Shares 102 Est. Cost $82.92 Unrealized +18.4%
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $11 Shares 341 Est. Cost $35.19 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $11 Shares 228 Est. Cost $34.14 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $11 Shares 23 Est. Cost $130.43 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $240.26 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 66 Est. Cost $75.76 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $11 Shares 90 Est. Cost $72.87 Unrealized +44.4%
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 150 Est. Cost $79.42 Unrealized -39.6%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $80.60 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $10 Shares 40 Est. Cost $311.63 Unrealized -16.9%
CI CIGNA CORP NEW 0.0%
Value ($000) $10 Shares 49 Est. Cost $190.77 Unrealized -5.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $10 Shares 20 Est. Cost $410.21 Unrealized +30.9%
MET METLIFE INC 0.0%
Value ($000) $10 Shares 204 Est. Cost $32.39 Unrealized +14.3%
DSI ISHARES TR 0.0%
Value ($000) $10 Shares 142 Est. Cost $98.59 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $10 Shares 81 Est. Cost $91.75 Unrealized +17.1%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $35.00 Unrealized +16.3%
LINDE PLC 0.0%
Value ($000) $10 Shares 38 Est. Cost $263.16 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $10 Shares 541 Est. Cost $13.33 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 75 Est. Cost $48.89 Unrealized
VIRTUS GLOBAL DIVID & INCOME 0.0%
Value ($000) $9 Shares 1,075 Est. Cost $11.83 Unrealized
DOW DOW INC 0.0%
Value ($000) $9 Shares 155 Est. Cost $35.17 Unrealized +11.0%
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value ($000) $9 Shares 262 Est. Cost $28.45 Unrealized +1.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $9 Shares 250 Est. Cost $20.83 Unrealized +62.3%
IAC INTERACTIVECORP NEW 0.0%
Value ($000) $9 Shares 46 Est. Cost $130.43 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $9 Shares 59 Est. Cost $103.47 Unrealized +24.9%
DGRO ISHARES TR 0.0%
Value ($000) $9 Shares 205 Est. Cost $24.39 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $9 Shares 109 Est. Cost $73.39 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 258 Est. Cost $31.01 Unrealized
VFC V F CORP 0.0%
Value ($000) $9 Shares 101 Est. Cost $79.91 Unrealized 0.0%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $9 Shares 186 Est. Cost $19.05 Unrealized +80.7%
ELV ANTHEM INC 0.0%
Value ($000) $9 Shares 28 Est. Cost $160.37 Unrealized +78.4%
SESEN BIO INC 0.0%
Value ($000) $9 Shares 7,000 Est. Cost $0.92 Unrealized
BALL BALL CORP 0.0%
Value ($000) $9 Shares 98 Est. Cost $54.90 Unrealized +58.1%
VNO VORNADO RLTY TR 0.0%
Value ($000) $8 Shares 209 Est. Cost $76.56 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $8 Shares 249 Est. Cost $32.60 Unrealized -25.6%
ETN EATON CORP PLC 0.0%
Value ($000) $8 Shares 70 Est. Cost $94.05 Unrealized +10.4%
AFL AFLAC INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $36.33 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $8 Shares 125 Est. Cost $51.07 Unrealized +17.6%
RKT ROCKET COS INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $17.73 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $8 Shares 340 Est. Cost $11.45 Unrealized -30.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $8 Shares 24 Est. Cost $181.95 Unrealized +90.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $8 Shares 16 Est. Cost $3.85 Unrealized +246.7%
RADA ELECTR INDS LTD 0.0%
Value ($000) $7 Shares 700 Est. Cost $5.71 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.09 Unrealized +14.8%
AON AON PLC 0.0%
Value ($000) $7 Shares 34 Est. Cost $178.56 Unrealized +10.1%
IDU ISHARES TR 0.0%
Value ($000) $7 Shares 96 Est. Cost $98.96 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $7 Shares 150 Est. Cost $27.96 Unrealized +28.2%
AMEDISYS INC 0.0%
Value ($000) $7 Shares 23 Est. Cost $130.43 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $7 Shares 84 Est. Cost $66.82 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 79 Est. Cost $50.63 Unrealized
1LIFE HEALTHCARE INC 0.0%
Value ($000) $7 Shares 165 Est. Cost $36.36 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $7 Shares 10 Est. Cost $136.42 Unrealized +66.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 51 Est. Cost $102.06 Unrealized +22.9%
CTVA CORTEVA INC 0.0%
Value ($000) $6 Shares 155 Est. Cost $25.62 Unrealized +31.8%
II-VI INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $75.00 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.77 Unrealized -0.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $6 Shares 40 Est. Cost $85.25 Unrealized +58.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 89 Est. Cost $48.48 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $6 Shares 91 Est. Cost $27.24 Unrealized -12.9%
NUVEEN ARIZONA QLTY MUN INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 44 Est. Cost $110.73 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $5 Shares 51 Est. Cost $29.95 Unrealized +40.3%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $5 Shares 330 Est. Cost $15.39 Unrealized -9.9%
WEINGARTEN RLTY INVS 0.0%
Value ($000) $5 Shares 225 Est. Cost $31.11 Unrealized
MED MEDIFAST INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $165.42 Unrealized -6.4%
INMD INMODE LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $21.13 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $5 Shares 3,500 Est. Cost $40.97 Unrealized -13.6%
RES RPC INC 0.0%
Value ($000) $5 Shares 1,593 Est. Cost $16.27 Unrealized -83.1%
CDK GLOBAL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
PDFS PDF SOLUTIONS INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.99 Unrealized -8.7%
FISV FISERV INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $67.45 Unrealized +59.8%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $101.80 Unrealized +65.5%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $1784.83 Unrealized +6.4%
VRSN VERISIGN INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $89.53 Unrealized +126.6%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $4 Shares 340 Est. Cost $26.47 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 200 Est. Cost $53.52 Unrealized -68.4%
GLW CORNING INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $24.34 Unrealized +26.8%
KSS KOHLS CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $49.04 Unrealized -40.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $11.01 Unrealized -18.2%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $25.13 Unrealized +184.0%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $4 Shares 102 Est. Cost $29.41 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $4 Shares 105 Est. Cost $38.10 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $121.40 Unrealized +322.8%
ESGD ISHARES TR 0.0%
Value ($000) $4 Shares 58 Est. Cost $68.97 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $4 Shares 1,700 Est. Cost $203.34 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 64 Est. Cost $37.34 Unrealized
WBS WEBSTER FINL CORP CONN 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.87 Unrealized -4.7%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $129.93 Unrealized -14.0%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.58 Unrealized +12.9%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $3 Shares 50 Est. Cost $25.41 Unrealized +67.9%
SPX CORP 0.0%
Value ($000) $3 Shares 58 Est. Cost $34.48 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $3 Shares 84 Est. Cost $19.52 Unrealized +33.2%
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.00 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $3 Shares 38 Est. Cost $63.47 Unrealized -9.4%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $3 Shares 52 Est. Cost $60.75 Unrealized -11.7%
EBAY EBAY INC. 0.0%
Value ($000) $3 Shares 50 Est. Cost $33.03 Unrealized +41.3%
FTV FORTIVE CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $43.06 Unrealized +16.9%
LEN/B LENNAR CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $41.52 Unrealized +30.7%
OLN OLIN CORP 0.0%
Value ($000) $2 Shares 87 Est. Cost $14.30 Unrealized +28.3%
ETF MANAGERS TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $41.67 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $2 Shares 113 Est. Cost $15.41 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $2 Shares 75 Est. Cost $19.60 Unrealized +48.2%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $2 Shares 231 Est. Cost $4.11 Unrealized +43.2%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 110 Est. Cost $18.18 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $2 Shares 15 Est. Cost $81.15 Unrealized +57.1%
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.09 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $92.61 Unrealized +28.9%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $2 Shares 41 Est. Cost $64.41 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 -52.1%
CME CME GROUP INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $145.41 Unrealized -4.8%
BGC PARTNERS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.00 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $60.86 Unrealized -31.6%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $23.04 Unrealized 0.0%
BKF ISHARES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.97 Unrealized +3.0%
CHIMERA INVT CORP 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
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 30 Est. Cost $15.88 Unrealized +24.7%
EMB ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $107.37 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $13.13 Unrealized -10.8%
TBT PROSHARES TR 0.0%
Value ($000) $1 Shares 62 Est. Cost $32.26 Unrealized
BEYOND AIR INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $37.05 Unrealized -35.0%
WAB WABTEC 0.0%
Value ($000) $1 Shares 7 Est. Cost $67.31 Unrealized -1.3%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
TREE LENDINGTREE INC NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
TWITTER INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $44.62 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $119.80 Unrealized +102.4%
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $1 Shares 20 Est. Cost $19.88 Unrealized +122.4%
APTINYX INC 0.0%
Value ($000) $1 Shares 205 Est. Cost $4.88 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $56.68 Unrealized +263.5%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 9 Est. Cost $31.19 Unrealized 0.0%
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
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
RICEBRAN TECHNOLOGIES 0.0%
Value ($000) $0 Shares 39 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 -39.4%
APACHE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $87.96 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.21 Unrealized -22.5%
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.72 Unrealized +13.4%
ORGANOVO HLDGS INC 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.36 Unrealized +10.3%