Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $240,657 (100.0% shares, 0.0% debt)

Holdings (447)

AAPL APPLE INC COM 8.6%
Value ($000) $20,618 Shares 155,382 Est. Cost $87.57 Unrealized +33.6%
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 8.2%
Value ($000) $19,833 Shares 430,304 Est. Cost $33.36 Unrealized
AMZN AMAZON COM INC COM 6.9%
Value ($000) $16,639 Shares 5,109 Est. Cost $51.67 Unrealized +208.9%
VGSH VANGUARD SHORT TERM TREAS ETF 5.8%
Value ($000) $13,992 Shares 227,139 Est. Cost $62.26 Unrealized
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 5.8%
Value ($000) $13,939 Shares 161,370 Est. Cost $86.67 Unrealized
INVESCO QQQ TRUST UNIT SER 1 ETF 5.2%
Value ($000) $12,594 Shares 40,141 Est. Cost $194.67 Unrealized
MSFT MICROSOFT CORP COM 4.6%
Value ($000) $10,969 Shares 49,319 Est. Cost $86.65 Unrealized +137.8%
BIL SPDR SERIES TRUST SPDR BLOOMBERG ETF 4.4%
Value ($000) $10,487 Shares 114,588 Est. Cost $91.58 Unrealized
SHV ISHARES TRUST SHORT TREAS BD ETF 4.3%
Value ($000) $10,366 Shares 93,783 Est. Cost $110.64 Unrealized
SPYV SPDR SERIES TRUST PRTFLO S&P500 VL ETF 3.9%
Value ($000) $9,298 Shares 270,369 Est. Cost $32.50 Unrealized
GBIL GOLDMAN SACHS ETF TRUST ACCES TREASURY ETF 2.8%
Value ($000) $6,716 Shares 67,078 Est. Cost $100.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM CL B 2.6%
Value ($000) $6,209 Shares 26,779 Est. Cost $183.10 Unrealized +20.3%
V VISA INC COM CL A 2.6%
Value ($000) $6,158 Shares 28,154 Est. Cost $140.59 Unrealized +40.3%
GOOG ALPHABET INC COM CL C 2.6%
Value ($000) $6,155 Shares 3,513 Est. Cost $40.86 Unrealized +104.9%
SYK STRYKER CORP COM 1.8%
Value ($000) $4,334 Shares 17,688 Est. Cost $151.40 Unrealized +41.7%
DIS WALT DISNEY COMPANY (THE) COM 1.8%
Value ($000) $4,323 Shares 23,860 Est. Cost $118.77 Unrealized +18.1%
NFLX NETFLIX INC COM 1.7%
Value ($000) $4,156 Shares 7,685 Est. Cost $23.03 Unrealized +120.1%
NVDA NVIDIA CORP COM 1.6%
Value ($000) $3,831 Shares 7,336 Est. Cost $5.30 Unrealized +152.0%
PYPL PAYPAL HOLDINGS INC COM 1.4%
Value ($000) $3,444 Shares 14,705 Est. Cost $93.73 Unrealized +120.5%
ADBE ADOBE INC COM 1.3%
Value ($000) $3,166 Shares 6,330 Est. Cost $254.54 Unrealized +89.8%
CRM SALESFORCE.COM INC COM 1.3%
Value ($000) $3,143 Shares 14,122 Est. Cost $130.26 Unrealized +84.4%
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 1.2%
Value ($000) $2,939 Shares 69,712 Est. Cost $42.11 Unrealized
JPM JP MORGAN CHASE & CO COM 1.2%
Value ($000) $2,899 Shares 22,811 Est. Cost $81.01 Unrealized +21.1%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 1.1%
Value ($000) $2,582 Shares 11,096 Est. Cost $178.18 Unrealized
NKE NIKE INC COM CL B 1.0%
Value ($000) $2,413 Shares 17,054 Est. Cost $83.05 Unrealized +48.4%
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 1.0%
Value ($000) $2,289 Shares 60,388 Est. Cost $38.62 Unrealized
ISHARES GOLD TRUST ISHARES ETF 0.9%
Value ($000) $2,253 Shares 124,263 Est. Cost $18.07 Unrealized
C CITIGROUP INC COM 0.8%
Value ($000) $2,030 Shares 32,921 Est. Cost $38.87 Unrealized +9.0%
META FACEBOOK INC COM CL A 0.8%
Value ($000) $1,837 Shares 6,726 Est. Cost $162.69 Unrealized +67.3%
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.7%
Value ($000) $1,623 Shares 4,342 Est. Cost $226.76 Unrealized
SPIB SPDR SERIES TRUST PORTFOLIO INTRMD ETF 0.7%
Value ($000) $1,610 Shares 43,313 Est. Cost $34.07 Unrealized
MA MASTERCARD INCORPORATED COM CL A 0.7%
Value ($000) $1,587 Shares 4,445 Est. Cost $269.02 Unrealized +20.2%
GLD SPDR GOLD TRUST GOLD SHS ETF 0.6%
Value ($000) $1,531 Shares 8,581 Est. Cost $144.55 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.6%
Value ($000) $1,418 Shares 6,667 Est. Cost $118.81 Unrealized +37.8%
KO COCA-COLA CO COM 0.5%
Value ($000) $1,191 Shares 21,723 Est. Cost $38.99 Unrealized +13.5%
TXN TEXAS INSTRUMENTS INC COM 0.5%
Value ($000) $1,177 Shares 7,170 Est. Cost $106.76 Unrealized +26.1%
SPAB SPDR SERIES TRUST PORTFOLIO AGRGTE ETF 0.4%
Value ($000) $1,054 Shares 34,243 Est. Cost $29.66 Unrealized
COST COSTCO WHOLESALE CORP COM 0.4%
Value ($000) $1,044 Shares 2,772 Est. Cost $277.61 Unrealized +25.1%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $925 Shares 8,646 Est. Cost $75.86 Unrealized +12.2%
MDT MEDTRONIC PLC COM 0.4%
Value ($000) $906 Shares 7,736 Est. Cost $88.64 Unrealized +7.3%
EBAY EBAY INC COM 0.4%
Value ($000) $850 Shares 16,920 Est. Cost $34.39 Unrealized +35.8%
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.3%
Value ($000) $807 Shares 25,900 Est. Cost $37.33 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $715 Shares 1,657 Est. Cost $229.21 Unrealized +73.8%
MMM 3M COMPANY COM 0.3%
Value ($000) $709 Shares 4,057 Est. Cost $78.51 Unrealized +49.7%
WEC WEC ENERGY GROUP INC COM 0.3%
Value ($000) $640 Shares 6,949 Est. Cost $47.40 Unrealized +73.2%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $623 Shares 2,043 Est. Cost $227.15 Unrealized +23.7%
AGGY WISDOMTREE TRUST YLD ENH US AGGREGATE BD FD 0.3%
Value ($000) $623 Shares 11,596 Est. Cost $52.23 Unrealized
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $597 Shares 4,293 Est. Cost $82.19 Unrealized +49.8%
RTX RAYTHEON TECH CORP COM 0.2%
Value ($000) $544 Shares 7,605 Est. Cost $55.41 Unrealized +5.4%
TSLA TESLA INC COM 0.2%
Value ($000) $506 Shares 717 Est. Cost $109.16 Unrealized +56.3%
MARVELL TECH GROUP COM 0.2%
Value ($000) $495 Shares 10,407 Est. Cost $43.66 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $470 Shares 7,997 Est. Cost $31.14 Unrealized +41.2%
GOOGL ALPHABET INC COM CL A 0.2%
Value ($000) $396 Shares 226 Est. Cost $39.74 Unrealized +110.1%
T AT&T INC COM 0.1%
Value ($000) $325 Shares 11,306 Est. Cost $16.17 Unrealized -4.9%
ULST SSGA ACTIVE ETF TR ULTRA SHORT TERM BD ETF 0.1%
Value ($000) $285 Shares 7,048 Est. Cost $40.41 Unrealized
MCD MCDONALD'S CORPORATION COM 0.1%
Value ($000) $281 Shares 1,308 Est. Cost $103.85 Unrealized +86.1%
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $273 Shares 1,404 Est. Cost $121.44 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $219 Shares 1,625 Est. Cost $92.26 Unrealized +25.7%
FIS FIDELITY NATIONAL INFORMATION COM 0.1%
Value ($000) $212 Shares 1,500 Est. Cost $54.22 Unrealized +135.1%
IBB ISHARES TRUST NASDAQ BIOTECH ETF 0.1%
Value ($000) $208 Shares 1,371 Est. Cost $150.69 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $172 Shares 1,194 Est. Cost $34.68 Unrealized +30.5%
KLAC KLA CORPORATION COM 0.1%
Value ($000) $156 Shares 601 Est. Cost $58.45 Unrealized +277.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $145 Shares 741 Est. Cost $163.04 Unrealized
AMCOR PLC COM 0.1%
Value ($000) $139 Shares 11,823 Est. Cost $8.48 Unrealized +8.9%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 ST & POORS DEP 0.1%
Value ($000) $134 Shares 318 Est. Cost $301.35 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $133 Shares 847 Est. Cost $110.59 Unrealized +15.3%
DIA SPDR DOW JONES IND UT SER 1 ETF 0.0%
Value ($000) $118 Shares 385 Est. Cost $213.30 Unrealized
VHT VANGUARD HEALTH CAR ETF 0.0%
Value ($000) $118 Shares 527 Est. Cost $128.57 Unrealized
CVX CHEVRON CORPORATION COM 0.0%
Value ($000) $111 Shares 1,317 Est. Cost $73.29 Unrealized -11.3%
F FORD MOTOR CO COM 0.0%
Value ($000) $110 Shares 12,488 Est. Cost $6.55 Unrealized -2.9%
PFE PFIZER INC COM 0.0%
Value ($000) $110 Shares 2,986 Est. Cost $27.95 Unrealized +2.4%
VGIT VANGUARD INTER TERM TREAS ETF 0.0%
Value ($000) $103 Shares 1,487 Est. Cost $70.30 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $100 Shares 465 Est. Cost $194.73 Unrealized -1.3%
Activision Blizzard, Inc. 0.0%
Value ($000) $98 Shares 1,052 Est. Cost $35.79 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $95 Shares 802 Est. Cost $50.93 Unrealized +110.9%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $94 Shares 267 Est. Cost $147.62 Unrealized +108.8%
DOW DOW INC COM 0.0%
Value ($000) $93 Shares 1,675 Est. Cost $36.07 Unrealized +8.2%
EEM ISHARES TRUST MSCI EMG MKT ETF 0.0%
Value ($000) $89 Shares 1,718 Est. Cost $44.84 Unrealized
WFC WELLS FARGO & COMPANY COM 0.0%
Value ($000) $82 Shares 2,714 Est. Cost $37.98 Unrealized -39.4%
VYM VANGUARD HIGH DIV YLD ETF 0.0%
Value ($000) $82 Shares 897 Est. Cost $80.57 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $79 Shares 1,319 Est. Cost $50.97 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $78 Shares 528 Est. Cost $74.57 Unrealized +62.6%
ABERDEEN ASIA PACI COM 0.0%
Value ($000) $74 Shares 16,710 Est. Cost $4.78 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $71 Shares 1,059 Est. Cost $35.79 Unrealized +65.2%
XLC SELECT SECTOR SPDR TRUST COMUNICATION SERVC SELECT 0.0%
Value ($000) $67 Shares 989 Est. Cost $47.06 Unrealized
IYR iShares U.S. Real Estate ETF 0.0%
Value ($000) $66 Shares 769 Est. Cost $77.02 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $66 Shares 1,639 Est. Cost $48.36 Unrealized -36.5%
LYB LYONDELLBASELL INDUSTRIES N V COM 0.0%
Value ($000) $63 Shares 682 Est. Cost $64.42 Unrealized -10.7%
FDX FEDEX CORP COM 0.0%
Value ($000) $61 Shares 236 Est. Cost $141.19 Unrealized +77.9%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY ETF 0.0%
Value ($000) $61 Shares 468 Est. Cost $73.55 Unrealized
SPSB SPDR SERIES TRUST PORTFOLIO SHORT ETF 0.0%
Value ($000) $59 Shares 1,872 Est. Cost $30.81 Unrealized
ASH ASHLAND GLOBAL HOLDINGS INC COM 0.0%
Value ($000) $59 Shares 741 Est. Cost $49.37 Unrealized +39.5%
JACOBS ENGINEERING GROUP INC COM 0.0%
Value ($000) $58 Shares 530 Est. Cost $79.25 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $56 Shares 318 Est. Cost $93.44 Unrealized +55.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $55 Shares 773 Est. Cost $24.75 Unrealized -4.2%
XOM EXXON MOBIL CORPORATION COM 0.0%
Value ($000) $55 Shares 1,325 Est. Cost $57.83 Unrealized -47.5%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $55 Shares 972 Est. Cost $60.41 Unrealized -32.8%
LAM RESEARCH CORP COM 0.0%
Value ($000) $54 Shares 114 Est. Cost $248.08 Unrealized
BP BP ADR SPONSORED 0.0%
Value ($000) $53 Shares 2,587 Est. Cost $37.29 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC COM CL A 0.0%
Value ($000) $50 Shares 236 Est. Cost $126.53 Unrealized +23.2%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $49 Shares 139 Est. Cost $202.64 Unrealized +57.4%
VVV VALVOLINE INC COM 0.0%
Value ($000) $48 Shares 2,065 Est. Cost $23.16 Unrealized -6.6%
EMN EASTMAN CHEMICAL CO COM 0.0%
Value ($000) $48 Shares 479 Est. Cost $80.54 Unrealized -3.8%
IEO ISHARES TRUST US OIL GS EX ETF 0.0%
Value ($000) $47 Shares 1,311 Est. Cost $74.35 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $47 Shares 1,167 Est. Cost $69.16 Unrealized
PTON PELOTON INTERACTIVE INC COM CL A 0.0%
Value ($000) $45 Shares 294 Est. Cost $43.49 Unrealized +180.1%
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $45 Shares 1,031 Est. Cost $34.48 Unrealized
DAL DELTA AIR LINES INC COM 0.0%
Value ($000) $45 Shares 1,115 Est. Cost $29.07 Unrealized +21.7%
XLF SELECT SECTOR SPDR TRUST SBI INT-FINL ETF 0.0%
Value ($000) $43 Shares 1,452 Est. Cost $24.26 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $42 Shares 840 Est. Cost $35.52 Unrealized +23.9%
SKYY FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETF 0.0%
Value ($000) $42 Shares 444 Est. Cost $91.73 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $41 Shares 872 Est. Cost $33.74 Unrealized +19.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $41 Shares 997 Est. Cost $28.24 Unrealized -5.5%
EOG EOG RESOURCES INC COM 0.0%
Value ($000) $40 Shares 807 Est. Cost $74.58 Unrealized -54.3%
XLV SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF 0.0%
Value ($000) $39 Shares 344 Est. Cost $90.34 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $39 Shares 1,117 Est. Cost $24.53 Unrealized +4.2%
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $39 Shares 312 Est. Cost $125.00 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 0.0%
Value ($000) $36 Shares 712 Est. Cost $42.81 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $34 Shares 127 Est. Cost $208.37 Unrealized +16.4%
HOG HARLEY DAVIDSON COM 0.0%
Value ($000) $33 Shares 908 Est. Cost $43.06 Unrealized -20.3%
ILMN Illumina, Inc. 0.0%
Value ($000) $33 Shares 88 Est. Cost $173.03 Unrealized +84.2%
NIC NICOLET BANKSHARES INC COM 0.0%
Value ($000) $33 Shares 497 Est. Cost $65.12 Unrealized -3.1%
AGG ISHARES TRUST CORE US AGGBD ET ETF 0.0%
Value ($000) $32 Shares 270 Est. Cost $110.89 Unrealized
GLAXOSMITHKLINE ADR SPONSORED 0.0%
Value ($000) $32 Shares 871 Est. Cost $43.95 Unrealized
DDOG DATADOG INC COM CL A 0.0%
Value ($000) $31 Shares 310 Est. Cost $76.22 Unrealized +30.9%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $31 Shares 621 Est. Cost $31.68 Unrealized +13.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $31 Shares 508 Est. Cost $45.56 Unrealized +9.8%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $30 Shares 37 Est. Cost $40.18 Unrealized +88.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $30 Shares 280 Est. Cost $68.08 Unrealized +15.9%
VOT VANGUARD MCAP GR IDXVIP ETF 0.0%
Value ($000) $29 Shares 139 Est. Cost $110.29 Unrealized
INVENTRUST PROPERTIES CORP NSA 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $4.00 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $28 Shares 135 Est. Cost $98.06 Unrealized +84.6%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $28 Shares 84 Est. Cost $114.54 Unrealized +129.0%
BMO BANK OF MONTREAL COM 0.0%
Value ($000) $27 Shares 350 Est. Cost $43.08 Unrealized +28.6%
VB VANGUARD SMALL CP ETF 0.0%
Value ($000) $27 Shares 138 Est. Cost $154.38 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $26 Shares 1,870 Est. Cost $10.70 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $26 Shares 2,030 Est. Cost $10.97 Unrealized -17.8%
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $25 Shares 529 Est. Cost $33.86 Unrealized +18.7%
DE DEERE & CO COM 0.0%
Value ($000) $25 Shares 92 Est. Cost $78.09 Unrealized +197.2%
VEA VANGUARD FTSE DEV MKT ETF 0.0%
Value ($000) $25 Shares 523 Est. Cost $40.79 Unrealized
SHOP SHOPIFY INC COM CL A 0.0%
Value ($000) $25 Shares 22 Est. Cost $72.22 Unrealized +45.3%
VOO VANGUARD S&P 500 ETF SHS 0.0%
Value ($000) $25 Shares 73 Est. Cost $342.47 Unrealized
BAC BANK OF AMERICA CORPORATION COM 0.0%
Value ($000) $24 Shares 783 Est. Cost $23.40 Unrealized +1.1%
ETN EATON CORPORATION PLC COM 0.0%
Value ($000) $24 Shares 197 Est. Cost $70.60 Unrealized +47.1%
ZM ZOOM VIDEO COMMUNICATIONS INC COM CL A 0.0%
Value ($000) $24 Shares 71 Est. Cost $288.01 Unrealized +54.8%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $24 Shares 159 Est. Cost $104.38 Unrealized +29.7%
AFL AFLAC INC COM 0.0%
Value ($000) $24 Shares 541 Est. Cost $34.19 Unrealized +6.3%
UAL UNITED AIRLINES HOLDINGS COM 0.0%
Value ($000) $23 Shares 532 Est. Cost $45.36 Unrealized -10.8%
MSI MOTOROLA SOLUTIONS INC COM 0.0%
Value ($000) $23 Shares 136 Est. Cost $57.69 Unrealized +172.7%
VXUS VANGUARD STAR FD TL INTL STK F ETF 0.0%
Value ($000) $23 Shares 387 Est. Cost $55.64 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $22 Shares 625 Est. Cost $17.86 Unrealized +41.5%
UNITED STATES OIL FUND LP UNITS ETF 0.0%
Value ($000) $22 Shares 652 Est. Cost $25.91 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $22 Shares 154 Est. Cost $14.49 Unrealized +77.6%
HPQ HP INCORPORATION COM 0.0%
Value ($000) $22 Shares 878 Est. Cost $10.81 Unrealized +62.9%
PURPOSE SILVER BULLION FUND ETF NON CURRENCY 0.0%
Value ($000) $21 Shares 1,450 Est. Cost $10.34 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $21 Shares 279 Est. Cost $36.48 Unrealized +64.5%
XYZ SQUARE INC COM CL A 0.0%
Value ($000) $21 Shares 97 Est. Cost $157.30 Unrealized +24.0%
HRTX HERON THERAPEUTICS INC COM 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $16.43 Unrealized +5.8%
CL COLGATE-PALMOLIVE CO COM 0.0%
Value ($000) $21 Shares 248 Est. Cost $53.68 Unrealized +36.8%
KNSL KINSALE CAPITAL GROUP INC COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $165.05 Unrealized +31.6%
GAL SSGA ACTIVE ETF TR GLOBAL ALLOCATION ETF 0.0%
Value ($000) $20 Shares 470 Est. Cost $39.04 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $20 Shares 132 Est. Cost $98.25 Unrealized +26.9%
CCL CARNIVAL CORP UNITS 0.0%
Value ($000) $20 Shares 936 Est. Cost $22.57 Unrealized -21.2%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $20 Shares 139 Est. Cost $92.22 Unrealized +21.1%
MKC MCCORMICK & COMPANY INC COM 0.0%
Value ($000) $20 Shares 212 Est. Cost $51.36 Unrealized +65.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $19 Shares 127 Est. Cost $125.10 Unrealized +4.4%
FVRR FIVERR INTERNATIONAL LTD COM 0.0%
Value ($000) $19 Shares 97 Est. Cost $118.61 Unrealized +52.6%
BCML BAYCOM CORP COM 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $15.58 Unrealized -19.5%
SLB SCHLUMBERGER LIMITED COM 0.0%
Value ($000) $17 Shares 772 Est. Cost $32.80 Unrealized -48.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $17 Shares 74 Est. Cost $120.23 Unrealized +64.9%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $17 Shares 10 Est. Cost $816.95 Unrealized +72.6%
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $17 Shares 74 Est. Cost $152.69 Unrealized +20.2%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $17 Shares 409 Est. Cost $18.25 Unrealized +130.7%
PFG PRINCIPAL FINANCIAL GROUP COM 0.0%
Value ($000) $17 Shares 342 Est. Cost $33.29 Unrealized +14.1%
IPGP IPG PHOTONICS CORPORATION COM 0.0%
Value ($000) $17 Shares 75 Est. Cost $134.25 Unrealized +49.2%
UNITED STATES STEEL CORP COM 0.0%
Value ($000) $17 Shares 1,024 Est. Cost $23.49 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $17 Shares 128 Est. Cost $84.75 Unrealized +42.7%
PLXS PLEXUS CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $53.00 Unrealized +40.8%
CMCSA COMCAST CORP COM CL A 0.0%
Value ($000) $16 Shares 301 Est. Cost $41.66 Unrealized 0.0%
SNDR SCHNEIDER NATIONAL INC COM CL B 0.0%
Value ($000) $16 Shares 792 Est. Cost $19.99 Unrealized +11.8%
VFC V F CORP COM 0.0%
Value ($000) $16 Shares 187 Est. Cost $70.60 Unrealized +13.2%
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value ($000) $16 Shares 1,045 Est. Cost $19.65 Unrealized -29.5%
AVGO BROADCOM INC COM 0.0%
Value ($000) $15 Shares 35 Est. Cost $34.82 Unrealized 0.0%
NET CLOUDFLARE INC COM CL A 0.0%
Value ($000) $15 Shares 200 Est. Cost $55.20 Unrealized +18.8%
HEARTLAND FINANCIAL USA INC COM 0.0%
Value ($000) $15 Shares 383 Est. Cost $36.11 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.0%
Value ($000) $15 Shares 135 Est. Cost $40.28 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $15 Shares 101 Est. Cost $96.74 Unrealized +32.7%
MAR MARRIOTT INTERNATIONAL INC COM CL A 0.0%
Value ($000) $15 Shares 113 Est. Cost $83.76 Unrealized +31.5%
ARCIMOTO INC COM 0.0%
Value ($000) $15 Shares 1,119 Est. Cost $5.36 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $15 Shares 64 Est. Cost $115.48 Unrealized +86.4%
WELL WELLTOWER INC COM USD1 0.0%
Value ($000) $15 Shares 230 Est. Cost $53.91 Unrealized -1.9%
CMG CHIPOTLE MEXICAN GRILL COM 0.0%
Value ($000) $14 Shares 10 Est. Cost $18.51 Unrealized +41.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $14 Shares 121 Est. Cost $115.70 Unrealized
LLY ELI LILLY AND COMPANY COM 0.0%
Value ($000) $14 Shares 82 Est. Cost $61.53 Unrealized +129.8%
XLI SELECT SECTOR SPDR TRUST SBI INT-INDS ETF 0.0%
Value ($000) $14 Shares 159 Est. Cost $62.99 Unrealized
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $14 Shares 177 Est. Cost $60.99 Unrealized -7.7%
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.0%
Value ($000) $14 Shares 252 Est. Cost $38.28 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $14 Shares 78 Est. Cost $81.16 Unrealized +85.3%
XME SPDR SERIES TRUST S&P METALS MNG ETF 0.0%
Value ($000) $14 Shares 426 Est. Cost $34.15 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LT COM 0.0%
Value ($000) $13 Shares 506 Est. Cost $18.25 Unrealized +14.3%
XLB SELECT SECTOR SPDR TRUST SBI MATERIALS ETF 0.0%
Value ($000) $13 Shares 175 Est. Cost $51.20 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $13 Shares 67 Est. Cost $113.55 Unrealized +40.0%
PLTR PALANTIR TECH INC COM CL A 0.0%
Value ($000) $13 Shares 542 Est. Cost $17.89 Unrealized 0.0%
DG DOLLAR GENERAL CORP COM 0.0%
Value ($000) $13 Shares 64 Est. Cost $105.29 Unrealized +88.1%
ETF MANAGERS TRUST ETFMG ALTR HRVST 0.0%
Value ($000) $13 Shares 935 Est. Cost $19.84 Unrealized
MPC MARATHON PETROLEUM CORP COM 0.0%
Value ($000) $13 Shares 317 Est. Cost $35.51 Unrealized -11.9%
SHAG WISDOMTREE TR GROWTH LEADERS YIELD ENHANCED ETF 0.0%
Value ($000) $13 Shares 252 Est. Cost $49.85 Unrealized
QQQJ INVESCO EXCHANGE TRADED FUND T NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $12 Shares 400 Est. Cost $30.00 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE ETF 0.0%
Value ($000) $12 Shares 359 Est. Cost $19.72 Unrealized
PINS PINTEREST INC COM CL A 0.0%
Value ($000) $12 Shares 186 Est. Cost $59.99 Unrealized 0.0%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $12 Shares 72 Est. Cost $122.98 Unrealized +26.4%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $203.34 Unrealized 0.0%
XLY SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF 0.0%
Value ($000) $12 Shares 72 Est. Cost $101.33 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $12 Shares 146 Est. Cost $65.71 Unrealized -1.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $12 Shares 98 Est. Cost $95.29 Unrealized +9.0%
VCIT VANGUARD INT-TERM CORP ETF 0.0%
Value ($000) $11 Shares 116 Est. Cost $91.30 Unrealized
APPN APPIAN CORPORATION COM CL A 0.0%
Value ($000) $11 Shares 69 Est. Cost $111.98 Unrealized 0.0%
SNOW SNOWFLAKE INC COM CL A 0.0%
Value ($000) $11 Shares 38 Est. Cost $284.55 Unrealized 0.0%
MDB MONGODB INC COM CL A 0.0%
Value ($000) $11 Shares 31 Est. Cost $221.63 Unrealized +26.0%
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $11 Shares 265 Est. Cost $24.87 Unrealized +50.8%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $11 Shares 232 Est. Cost $40.08 Unrealized 0.0%
HMC HONDA MOTOR CO ADR SPONSORED 0.0%
Value ($000) $11 Shares 387 Est. Cost $28.76 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $11 Shares 98 Est. Cost $68.83 Unrealized +34.8%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $11 Shares 120 Est. Cost $62.94 Unrealized +31.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $11 Shares 41 Est. Cost $168.98 Unrealized +16.6%
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.0%
Value ($000) $11 Shares 282 Est. Cost $37.50 Unrealized
ZG ZILLOW GROUP INC COM CL A 0.0%
Value ($000) $11 Shares 82 Est. Cost $53.84 Unrealized +109.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $10 Shares 128 Est. Cost $59.67 Unrealized +10.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $10 Shares 26 Est. Cost $350.97 Unrealized 0.0%
IHI ISHARES TRUST U.S. MED DVC ETF 0.0%
Value ($000) $10 Shares 30 Est. Cost $226.64 Unrealized
CSCO CISCO SYSTEMS INC COM 0.0%
Value ($000) $10 Shares 215 Est. Cost $28.61 Unrealized +23.3%
ROBO EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETF 0.0%
Value ($000) $10 Shares 170 Est. Cost $40.09 Unrealized
VOD VODAFONE GROUP ADR SPONSORED 0.0%
Value ($000) $10 Shares 611 Est. Cost $34.48 Unrealized
FXG FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 0.0%
Value ($000) $10 Shares 203 Est. Cost $42.20 Unrealized
CQQQ INVESCO EXCHANGE TRADED FUND T CHINA TECHNLGY ETF 0.0%
Value ($000) $10 Shares 125 Est. Cost $48.00 Unrealized
FSLY FASTLY INC COM CL A 0.0%
Value ($000) $9 Shares 98 Est. Cost $39.40 Unrealized +123.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $9 Shares 34 Est. Cost $167.44 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $9 Shares 181 Est. Cost $41.79 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $9 Shares 101 Est. Cost $45.81 Unrealized +88.4%
USB US BANCORP COM 0.0%
Value ($000) $9 Shares 185 Est. Cost $37.81 Unrealized -10.4%
ACWI ISHARES TRUST MSCI ACWI ETF 0.0%
Value ($000) $9 Shares 94 Est. Cost $76.22 Unrealized
OKTA OKTA INC COM CL A 0.0%
Value ($000) $9 Shares 37 Est. Cost $169.77 Unrealized +40.0%
DIVERSIFIED HEALTHCARE TRUST 6.25 SR NT 01/02/46 USD 0.0%
Value ($000) $9 Shares 372 Est. Cost $21.69 Unrealized
DVN DEVON ENERGY CORP COM 0.0%
Value ($000) $9 Shares 554 Est. Cost $9.51 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $8 Shares 63 Est. Cost $63.23 Unrealized +75.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $59.87 Unrealized +0.8%
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.0%
Value ($000) $8 Shares 117 Est. Cost $51.72 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $8 Shares 17 Est. Cost $260.88 Unrealized +49.7%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $119.27 Unrealized +88.3%
DNP SELECT INCOME FUND INC COM 0.0%
Value ($000) $8 Shares 762 Est. Cost $10.65 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 358 Est. Cost $21.67 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $8 Shares 112 Est. Cost $50.02 Unrealized +26.8%
SMH VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETF 0.0%
Value ($000) $8 Shares 37 Est. Cost $162.16 Unrealized
GOLF ACUSHNET HOLDINGS CORP COM 0.0%
Value ($000) $8 Shares 209 Est. Cost $24.81 Unrealized +50.6%
LOW LOWE'S COMPANIES INC COM 0.0%
Value ($000) $8 Shares 49 Est. Cost $97.89 Unrealized +51.2%
ASB ASSOCIATED BANC-CORP COM 0.0%
Value ($000) $8 Shares 486 Est. Cost $13.66 Unrealized -9.1%
VEEV VEEVA SYSTEMS INC COM CL A 0.0%
Value ($000) $8 Shares 28 Est. Cost $205.30 Unrealized +36.5%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $7 Shares 98 Est. Cost $71.43 Unrealized
TWITTER INC COM 0.0%
Value ($000) $7 Shares 134 Est. Cost $52.24 Unrealized
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $7 Shares 440 Est. Cost $19.64 Unrealized -31.9%
UPS UNITED PARCEL SERVICE INC COM CL B 0.0%
Value ($000) $7 Shares 41 Est. Cost $110.07 Unrealized +24.4%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $7 Shares 50 Est. Cost $147.63 Unrealized 0.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $7 Shares 45 Est. Cost $155.56 Unrealized
ASML ASML HOLDING NV ADR SPONSORED 0.0%
Value ($000) $7 Shares 15 Est. Cost $466.67 Unrealized
SNY SANOFI ADR SPONSORED 0.0%
Value ($000) $7 Shares 145 Est. Cost $48.75 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $7 Shares 12 Est. Cost $70.61 Unrealized +47.3%
OLN OLIN CORP COM 0.0%
Value ($000) $7 Shares 303 Est. Cost $18.35 Unrealized 0.0%
TREX TREX COMPANY INC COM 0.0%
Value ($000) $7 Shares 82 Est. Cost $65.32 Unrealized +17.2%
YUMC YUM CHINA HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 115 Est. Cost $44.66 Unrealized +25.8%
CANOPY GROWTH CORPORATION COM 0.0%
Value ($000) $7 Shares 291 Est. Cost $36.22 Unrealized
FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF 0.0%
Value ($000) $7 Shares 35 Est. Cost $88.19 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $6 Shares 105 Est. Cost $55.96 Unrealized -11.8%
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $6 Shares 99 Est. Cost $48.82 Unrealized 0.0%
SCHW SCHWAB (CHARLES) CORP COM 0.0%
Value ($000) $6 Shares 108 Est. Cost $42.34 Unrealized 0.0%
SHW SHERWIN-WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $226.70 Unrealized 0.0%
BLACKROCK INC COM 0.0%
Value ($000) $6 Shares 9 Est. Cost $666.67 Unrealized
CREE INC COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.09 Unrealized
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $6 Shares 408 Est. Cost $9.94 Unrealized 0.0%
CREDIT SUISSE GROUP ADR SPONSORED 0.0%
Value ($000) $6 Shares 507 Est. Cost $10.87 Unrealized
FROG JFROG LTD COM 0.0%
Value ($000) $6 Shares 96 Est. Cost $71.43 Unrealized -2.4%
TWLO TWILIO INC COM CL A 0.0%
Value ($000) $6 Shares 17 Est. Cost $160.56 Unrealized +94.6%
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.0%
Value ($000) $6 Shares 103 Est. Cost $56.99 Unrealized
DUK DUKE ENERGY CORP COM 0.0%
Value ($000) $6 Shares 64 Est. Cost $63.21 Unrealized +19.7%
TJX TJX COS INC COM 0.0%
Value ($000) $6 Shares 81 Est. Cost $45.76 Unrealized +23.4%
EQIX EQUINIX INC COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $674.73 Unrealized 0.0%
IPAR INTER PARFUMS INC COM 0.0%
Value ($000) $6 Shares 103 Est. Cost $60.14 Unrealized -16.3%
DHR DANAHER CORP COM 0.0%
Value ($000) $6 Shares 27 Est. Cost $196.00 Unrealized 0.0%
DCP MIDSTREAM LP COM UNITS LTD PARTNER INT 0.0%
Value ($000) $6 Shares 330 Est. Cost $4.33 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $150.00 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $6 Shares 96 Est. Cost $41.71 Unrealized +18.7%
EVERBRIDGE INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $77.29 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $183.47 Unrealized +7.6%
NEENAH INC COM 0.0%
Value ($000) $5 Shares 98 Est. Cost $59.27 Unrealized
TLT ISHARES TRUST 20 YR TR BD ETF 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $462.59 Unrealized 0.0%
ANNALY CAPITAL MANAGEMENT INC COM USD0.01 0.0%
Value ($000) $5 Shares 633 Est. Cost $9.83 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $5 Shares 91 Est. Cost $48.96 Unrealized -3.2%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $39.72 Unrealized +17.6%
SLV ISHARES SILVER TRUST ISHARES ETF 0.0%
Value ($000) $5 Shares 204 Est. Cost $15.44 Unrealized
SIL GLOBAL X FDS GLOBAL X SILVER ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $44.20 Unrealized
RPD RAPID7 INC COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $16.91 Unrealized +323.1%
BIDU BAIDU INC ADR 0.0%
Value ($000) $5 Shares 22 Est. Cost $164.95 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $5 Shares 213 Est. Cost $15.83 Unrealized +22.7%
LE LANDS END INC COM 0.0%
Value ($000) $5 Shares 213 Est. Cost $18.37 Unrealized 0.0%
ABT ABBOTT LABORATORIES COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $75.43 Unrealized +31.6%
AOM ISHARES TRUST MODERT ALLOC ETF 0.0%
Value ($000) $5 Shares 121 Est. Cost $41.32 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $117.88 Unrealized +40.3%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $84.34 Unrealized +44.1%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $70.69 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $263.53 Unrealized 0.0%
MPT MEDICAL PROPERTIES TRUST INC COM USD0.001 0.0%
Value ($000) $4 Shares 187 Est. Cost $17.99 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $147.45 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $97.11 Unrealized 0.0%
WSM WILLIAMS-SONOMA INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $28.27 Unrealized +64.5%
SEAGATE TECHNOLOGY PLC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
TE CONNECTIVITY LTD COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $111.11 Unrealized
WY WEYERHAEUSER COMPANY COM USD1.25 0.0%
Value ($000) $4 Shares 122 Est. Cost $24.49 Unrealized 0.0%
ETF MANAGERS TRUST PRIME CYBR SCRTY ETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $30.76 Unrealized
HIGHLANDS REIT INC NSA 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $371.45 Unrealized 0.0%
NG NOVAGOLD RESOURCES INC COM 0.0%
Value ($000) $4 Shares 378 Est. Cost $9.75 Unrealized +8.3%
CYBERARK SOFTWARE LTD COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $41.18 Unrealized
TREVENA INC COM 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.62 Unrealized
TELEPHONE & DATA SYSTEMS INC 7 PRF SR NTS 15/03/2060 0.0%
Value ($000) $4 Shares 156 Est. Cost $22.63 Unrealized
FUELCELL ENERGY INC COM 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.43 Unrealized
QUAD QUAD/GRAPHICS INC COM CL A 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $20.68 Unrealized -85.2%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $4 Shares 77 Est. Cost $26.53 Unrealized +71.9%
CLX CLOROX CO COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $129.06 Unrealized +36.7%
BAX BAXTER INTERNATIONAL INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $59.23 Unrealized +19.9%
FCX FREEPORT-MCMORAN INC COM CL B 0.0%
Value ($000) $4 Shares 157 Est. Cost $19.45 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $4 Shares 129 Est. Cost $23.56 Unrealized +2.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $226.44 Unrealized -5.2%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $68.51 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.22 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $33.87 Unrealized +9.3%
FDS FACTSET RESEARCH SYSTEMS COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $242.13 Unrealized +30.0%
AZN ASTRAZENECA ADR SPONSORED 0.0%
Value ($000) $3 Shares 55 Est. Cost $55.35 Unrealized
FHI FEDERATED HERMES INC COM CL B 0.0%
Value ($000) $3 Shares 90 Est. Cost $22.48 Unrealized -4.8%
KTOS KRATOS DEFENSE & SECURITY SOLU COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.73 Unrealized +39.1%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $131.33 Unrealized -12.0%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $115.06 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $104.66 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $44.81 Unrealized 0.0%
AVNS AVANOS MEDICAL INC COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $61.29 Unrealized -32.1%
ALEXION PHARMACEUTICAL INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
ABR ARBOR REALTY TRUST INC COM USD0.01 0.0%
Value ($000) $3 Shares 193 Est. Cost $6.11 Unrealized
NEAR ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $50.26 Unrealized
TROW PRICE T ROWE GROUPS COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $95.54 Unrealized +19.7%
SPOT SPOTIFY TECHNOLOGY S.A. COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $269.89 Unrealized +4.6%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 27 Est. Cost $76.44 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $35.29 Unrealized
GOOS CANADA GOOSE HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $51.00 Unrealized -34.6%
ITA ISHARES TRUST US AER DEF ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $116.67 Unrealized
XIACY XIAOMI CORPORATION ADR UNSPONSORED 0.0%
Value ($000) $3 Shares 155 Est. Cost $6.45 Unrealized
XAR SPDR SERIES TRUST AEROSPACE DEF ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $66.57 Unrealized +9.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $70.68 Unrealized +8.8%
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.71 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $55.51 Unrealized 0.0%
OPITQ OFFICE PROPERTIES INCOME TRUST COM USD0.01 SHS OF BEN INT 0.0%
Value ($000) $2 Shares 91 Est. Cost $26.30 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $57.15 Unrealized -16.8%
NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INT 0.0%
Value ($000) $2 Shares 134 Est. Cost $16.45 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $20.48 Unrealized -3.9%
ETR ENTERGY CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $47.77 Unrealized -8.7%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $40.99 Unrealized +1.5%
WNDW SOLARWINDOW TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 216 Est. Cost $5.33 Unrealized 0.0%
WU WESTERN UNION COMPANY (THE) COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $16.65 Unrealized
SPMD SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.34 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $96.58 Unrealized -3.3%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $24.81 Unrealized 0.0%
GPN GLOBAL PAYMENTS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $163.49 Unrealized +9.1%
BSV VANGUARD SHORT TRM BOND ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $79.51 Unrealized
ROYAL DUTCH SHELL ADR SPONSORED 0.0%
Value ($000) $2 Shares 60 Est. Cost $35.66 Unrealized
FIREEYE INC COM 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.20 Unrealized
WELBILT INC COM 0.0%
Value ($000) $2 Shares 152 Est. Cost $23.03 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $17.18 Unrealized +138.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.76 Unrealized 0.0%
VMWARE INC COM CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
SJM SMUCKER (JM) CO COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $81.78 Unrealized +20.1%
VT VANGUARD TT WRLD ST ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
SNSR GLOBAL X FDS INTERNET OF THNG ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $18.66 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $33.81 Unrealized 0.0%
MGNI MAGNITE INC COM 0.0%
Value ($000) $2 Shares 76 Est. Cost $6.25 Unrealized +142.2%
ALLETE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $84.93 Unrealized
MNST MONSTER BEVERAGE CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $42.01 Unrealized 0.0%
MARATHON OIL CORPORATION COM 0.0%
Value ($000) $2 Shares 285 Est. Cost $26.60 Unrealized
BLUE APRON HOLDINGS INC COM CL A 0.0%
Value ($000) $2 Shares 288 Est. Cost $10.42 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $136.86 Unrealized 0.0%
MANITOWOC CO INC COM 0.0%
Value ($000) $2 Shares 152 Est. Cost $25.80 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $101.17 Unrealized 0.0%
AMARIN CORP ADR SPONSORED 0.0%
Value ($000) $1 Shares 144 Est. Cost $20.83 Unrealized
ADNT ADIENT PLC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $20.14 Unrealized +40.0%
GW PHARMACEUTICALS ADR SPONSORED 0.0%
Value ($000) $1 Shares 5 Est. Cost $85.87 Unrealized
SUNPOWER CORP COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.23 Unrealized
NUVEEN AMT FREE MUN CR COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $29.34 Unrealized
CONTAINER STORE GRP INC (THE) COM 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
EZA ISHARES INC MSCI STH AFR ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
PANASONIC CORP ADR SPONSORED 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
WELLS FARGO ADV MULTI-SECTOR I COM 0.0%
Value ($000) $1 Shares 123 Est. Cost $9.71 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.46 Unrealized +18.9%
HYLN HYLIION HOLDINGS CORP COM 0.0%
Value ($000) $1 Shares 89 Est. Cost $22.75 Unrealized 0.0%
PROSHARES TRUST K1 FRE CRD OIL ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $14.49 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.97 Unrealized +69.2%
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $31.94 Unrealized
JAGUAR HEALTH INC COM 0.0%
Value ($000) $1 Shares 1,300 Est. Cost $0.77 Unrealized
NTNX NUTANIX INC COM CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $27.12 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.33 Unrealized 0.0%
SNAP SNAP INC COM CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $20.97 Unrealized +98.1%
PLURISTEM THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 209 Est. Cost $9.57 Unrealized
MAXEON SOLAR TECH LTD COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
M MACY'S INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $54.81 Unrealized -84.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $8.43 Unrealized 0.0%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $29.68 Unrealized +24.2%
CX CEMEX S.A.B. DE C.V. ADR SPONSORED 0.0%
Value ($000) $1 Shares 141 Est. Cost $8.00 Unrealized
FMCC FED HOME LOAN MTG CORP COM 0.0%
Value ($000) $1 Shares 609 Est. Cost $2.41 Unrealized -11.9%
FNF FIDELITY NATIONAL FINANCIAL COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $29.98 Unrealized -11.4%
FNMA FED NATIONAL MTG ASSN COM 0.0%
Value ($000) $1 Shares 442 Est. Cost $2.50 Unrealized -11.5%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $1 Shares 94 Est. Cost $18.93 Unrealized
GCPEF GCL-POLY ENERGY HOLDINGS LTD COM 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $0.14 Unrealized -34.5%
BUD ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PART LIMITED PARTNERSHIP UNITS 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
LIVENT CORPORATION COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
FIVE STAR SENIOR LIVING INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
GENIUS BRANDS INTL INC COM 0.0%
Value ($000) $0 Shares 238 Est. Cost $3.85 Unrealized
CRRC CORPORATION LIMITED COM 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $0.71 Unrealized
CNNXF CANNAMERICA BRANDS CORP COM 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $0.36 Unrealized -95.4%
BROOKFIELD INFRASTRUCTURE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.99 Unrealized +44.2%
SHARING ECONOMY INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SCNG SC HLDGS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.17 Unrealized -87.4%
CGAU CENTERRA GOLD INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.23 Unrealized +109.3%
DOGP CANNABIS SATIVA INC COM 0.0%
Value ($000) $0 Shares 93 Est. Cost $5.37 Unrealized -91.3%
YINGLI GREEN ENERGY HLDG CO CONTRA-DO NOT SELL 0.0%
Value ($000) $0 Shares 225 Est. Cost Unrealized
LDK SOLAR CO LTD ADR TERMINATION 4/25/19 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
DHC DIVERSIFIED HEALTHCARE TRUST SHS OF BENEFICIAL INTEREST 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
E DIGITAL CORP COM DELISTED 0.0%
Value ($000) $0 Shares 714 Est. Cost Unrealized
DVLP GOLDEN DEVELOPING SOLUTIONS IN COM 0.0%
Value ($000) $0 Shares 82,500 Est. Cost $0.00 Unrealized -53.9%
OSK OSHKOSH CORPORATION COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.15 Unrealized -1.5%
AVANTAIR INC COM DELISTED 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
GASFRAC ENERGY SERVICES INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 44 Est. Cost $5.05 Unrealized
AA ALCOA CORPORATION COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.99 Unrealized -46.4%
ARCONIC CORPORATION COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.39 Unrealized
VC VISTEON CORPORATION COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.56 Unrealized +50.8%
GOLDEN MINERALS CO COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
ADAMIS PHARMAS CORP COM 0.0%
Value ($000) $0 Shares 73 Est. Cost $5.12 Unrealized