Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 3, 2021

Total Value ($000): $249,520 (100.0% shares, 0.0% debt)

Holdings (481)

SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 8.5%
Value ($000) $21,184 Shares 430,663 Est. Cost $33.36 Unrealized
AAPL APPLE INC COM 7.7%
Value ($000) $19,167 Shares 156,911 Est. Cost $87.57 Unrealized +42.8%
VGSH VANGUARD SHORT TERM TREAS ETF 6.5%
Value ($000) $16,139 Shares 262,332 Est. Cost $62.16 Unrealized
AMZN AMAZON COM INC COM 6.4%
Value ($000) $16,039 Shares 5,184 Est. Cost $53.21 Unrealized +197.9%
BIL SPDR SERIES TRUST SPDR BLOOMBERG ETF 5.3%
Value ($000) $13,324 Shares 145,615 Est. Cost $91.57 Unrealized
MSFT MICROSOFT CORP COM 4.7%
Value ($000) $11,826 Shares 50,158 Est. Cost $88.93 Unrealized +150.7%
SPYV SPDR SERIES TRUST PRTFLO S&P500 VL ETF 4.1%
Value ($000) $10,245 Shares 270,309 Est. Cost $32.50 Unrealized
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 4.0%
Value ($000) $9,985 Shares 115,767 Est. Cost $86.67 Unrealized
INVESCO QQQ TRUST UNIT SER 1 ETF 3.9%
Value ($000) $9,839 Shares 30,831 Est. Cost $194.67 Unrealized
SHV ISHARES TRUST SHORT TREAS BD ETF 3.8%
Value ($000) $9,553 Shares 86,443 Est. Cost $110.64 Unrealized
GOOG ALPHABET INC COM CL C 3.0%
Value ($000) $7,442 Shares 3,598 Est. Cost $42.22 Unrealized +133.2%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 2.8%
Value ($000) $7,039 Shares 27,555 Est. Cost $184.78 Unrealized +31.4%
V VISA INC COM CL A 2.4%
Value ($000) $6,030 Shares 28,479 Est. Cost $141.31 Unrealized +43.8%
GBIL GOLDMAN SACHS ETF TRUST ACCES TREASURY ETF 2.3%
Value ($000) $5,780 Shares 57,728 Est. Cost $100.77 Unrealized
DIS WALT DISNEY COMPANY (THE) COM 1.8%
Value ($000) $4,499 Shares 24,385 Est. Cost $120.09 Unrealized +50.0%
SYK STRYKER CORP COM 1.8%
Value ($000) $4,379 Shares 17,979 Est. Cost $152.64 Unrealized +49.2%
NVDA NVIDIA CORP COM 1.7%
Value ($000) $4,242 Shares 7,944 Est. Cost $5.92 Unrealized +126.5%
NFLX NETFLIX INC COM 1.7%
Value ($000) $4,144 Shares 7,944 Est. Cost $24.01 Unrealized +120.9%
PYPL PAYPAL HOLDINGS INC COM 1.5%
Value ($000) $3,795 Shares 15,628 Est. Cost $103.08 Unrealized +144.4%
JPM JP MORGAN CHASE & CO COM 1.4%
Value ($000) $3,587 Shares 23,564 Est. Cost $82.49 Unrealized +54.3%
ADBE ADOBE INC COM 1.3%
Value ($000) $3,208 Shares 6,749 Est. Cost $267.76 Unrealized +74.6%
CRM SALESFORCE.COM INC COM 1.3%
Value ($000) $3,175 Shares 14,985 Est. Cost $135.43 Unrealized +62.4%
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 1.2%
Value ($000) $3,061 Shares 69,918 Est. Cost $42.11 Unrealized
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 1.2%
Value ($000) $3,009 Shares 61,324 Est. Cost $38.78 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 1.0%
Value ($000) $2,530 Shares 11,161 Est. Cost $178.18 Unrealized
C CITIGROUP INC COM 1.0%
Value ($000) $2,514 Shares 34,558 Est. Cost $39.69 Unrealized +41.6%
MARVELL TECH GROUP COM 1.0%
Value ($000) $2,458 Shares 50,181 Est. Cost $47.88 Unrealized
NKE NIKE INC COM CL B 1.0%
Value ($000) $2,419 Shares 18,199 Est. Cost $85.97 Unrealized +50.7%
META FACEBOOK INC COM CL A 0.8%
Value ($000) $2,072 Shares 7,035 Est. Cost $167.29 Unrealized +59.8%
ISHARES GOLD TRUST ISHARES ETF 0.8%
Value ($000) $1,997 Shares 122,800 Est. Cost $18.07 Unrealized
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.7%
Value ($000) $1,721 Shares 4,343 Est. Cost $226.76 Unrealized
MA MASTERCARD INCORPORATED COM CL A 0.7%
Value ($000) $1,703 Shares 4,783 Est. Cost $274.00 Unrealized +23.9%
HON HONEYWELL INTERNATIONAL INC COM 0.6%
Value ($000) $1,616 Shares 7,447 Est. Cost $124.87 Unrealized +41.5%
SPIB SPDR SERIES TRUST PORTFOLIO INTRMD ETF 0.6%
Value ($000) $1,607 Shares 44,318 Est. Cost $34.12 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.6%
Value ($000) $1,468 Shares 7,769 Est. Cost $110.20 Unrealized +37.3%
GLD SPDR GOLD TRUST GOLD SHS ETF 0.6%
Value ($000) $1,404 Shares 8,779 Est. Cost $144.90 Unrealized
KO COCA-COLA CO COM 0.5%
Value ($000) $1,293 Shares 24,537 Est. Cost $39.50 Unrealized +9.9%
EBAY EBAY INC COM 0.5%
Value ($000) $1,190 Shares 19,425 Est. Cost $36.81 Unrealized +44.5%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $1,152 Shares 10,546 Est. Cost $79.13 Unrealized +18.8%
COST COSTCO WHOLESALE CORP COM 0.5%
Value ($000) $1,142 Shares 3,239 Est. Cost $285.13 Unrealized +15.7%
MDT MEDTRONIC PLC COM 0.4%
Value ($000) $1,025 Shares 8,675 Est. Cost $90.05 Unrealized +12.9%
SPAB SPDR SERIES TRUST PORTFOLIO AGRGTE ETF 0.4%
Value ($000) $993 Shares 33,500 Est. Cost $29.66 Unrealized
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.3%
Value ($000) $867 Shares 28,369 Est. Cost $36.74 Unrealized
MMM 3M COMPANY COM 0.3%
Value ($000) $698 Shares 3,621 Est. Cost $78.51 Unrealized +59.3%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $661 Shares 4,879 Est. Cost $86.22 Unrealized +34.2%
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $659 Shares 1,634 Est. Cost $229.21 Unrealized +70.0%
RTX RAYTHEON TECH CORP COM 0.3%
Value ($000) $653 Shares 8,455 Est. Cost $56.40 Unrealized +15.7%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $627 Shares 1,938 Est. Cost $227.15 Unrealized +22.5%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $623 Shares 6,656 Est. Cost $47.40 Unrealized +56.3%
AGGY WISDOMTREE TRUST YLD ENH US AGGREGATE BD FD 0.2%
Value ($000) $619 Shares 12,096 Est. Cost $52.18 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $519 Shares 777 Est. Cost $120.12 Unrealized +109.0%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $473 Shares 8,130 Est. Cost $31.32 Unrealized +34.9%
GOOGL ALPHABET INC COM CL A 0.2%
Value ($000) $466 Shares 226 Est. Cost $39.74 Unrealized +146.5%
T AT&T INC COM 0.1%
Value ($000) $359 Shares 11,848 Est. Cost $16.17 Unrealized -0.2%
ULST SSGA ACTIVE ETF TR ULT SHT TRM BD ETF 0.1%
Value ($000) $310 Shares 7,674 Est. Cost $40.41 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $291 Shares 1,406 Est. Cost $121.44 Unrealized
MCD MCDONALD'S CORPORATION COM 0.1%
Value ($000) $289 Shares 1,288 Est. Cost $103.85 Unrealized +84.2%
WMT WALMART INC COM 0.1%
Value ($000) $256 Shares 1,883 Est. Cost $37.84 Unrealized +14.5%
PFE PFIZER INC COM 0.1%
Value ($000) $241 Shares 6,647 Est. Cost $28.00 Unrealized +0.1%
VHT VANGUARD HEALTH CAR ETF 0.1%
Value ($000) $240 Shares 1,051 Est. Cost $178.32 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $226 Shares 1,624 Est. Cost $92.26 Unrealized +20.2%
IBB ISHARES TRUST NASDAQ BIOTECH ETF 0.1%
Value ($000) $223 Shares 1,483 Est. Cost $150.67 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $220 Shares 1,339 Est. Cost $121.68 Unrealized +15.7%
FIS FIDELITY NATIONAL INFORMATION COM 0.1%
Value ($000) $211 Shares 1,500 Est. Cost $54.22 Unrealized +125.6%
KLAC KLA CORPORATION COM 0.1%
Value ($000) $199 Shares 601 Est. Cost $58.45 Unrealized +389.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $164 Shares 741 Est. Cost $163.04 Unrealized
F FORD MOTOR CO COM 0.1%
Value ($000) $159 Shares 12,948 Est. Cost $6.62 Unrealized +31.1%
VTIP VANGUARD STRM INFLATION PROTECT IDX ETF 0.1%
Value ($000) $159 Shares 3,092 Est. Cost $51.42 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $158 Shares 1,868 Est. Cost $83.89 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF 0.1%
Value ($000) $152 Shares 318 Est. Cost $301.35 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $144 Shares 565 Est. Cost $199.60 Unrealized +11.4%
SMH VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETF 0.1%
Value ($000) $140 Shares 575 Est. Cost $238.25 Unrealized
AMCOR PLC COM 0.1%
Value ($000) $139 Shares 11,938 Est. Cost $8.48 Unrealized +10.0%
CVX CHEVRON CORPORATION COM 0.1%
Value ($000) $137 Shares 1,311 Est. Cost $73.29 Unrealized +8.6%
VWO VANGUARD FTSE EMR MKT ETF 0.1%
Value ($000) $133 Shares 2,548 Est. Cost $49.58 Unrealized
DIA SPDR DOW JONES IND UT SER 1 ETF 0.1%
Value ($000) $127 Shares 386 Est. Cost $213.30 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $114 Shares 660 Est. Cost $171.56 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $107 Shares 1,681 Est. Cost $36.07 Unrealized +27.0%
WFC WELLS FARGO & COMPANY COM 0.0%
Value ($000) $106 Shares 2,721 Est. Cost $37.98 Unrealized -16.8%
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $104 Shares 806 Est. Cost $50.93 Unrealized +112.4%
GBTC GRAYSCALE BITCOIN TRUST BTC COM 0.0%
Value ($000) $100 Shares 1,991 Est. Cost $50.23 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $100 Shares 268 Est. Cost $147.62 Unrealized +116.5%
VGIT VANGUARD INTER TERM TREAS ETF 0.0%
Value ($000) $100 Shares 1,489 Est. Cost $70.30 Unrealized
ACTIVISION BLIZZARD, INC. 0.0%
Value ($000) $98 Shares 1,052 Est. Cost $35.79 Unrealized
EEM ISHARES TRUST MSCI EMG MKT ETF 0.0%
Value ($000) $92 Shares 1,718 Est. Cost $44.84 Unrealized
VYM VANGUARD HIGH DIV YLD ETF 0.0%
Value ($000) $91 Shares 900 Est. Cost $80.57 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $87 Shares 1,640 Est. Cost $48.36 Unrealized -14.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $83 Shares 1,319 Est. Cost $50.97 Unrealized
SHAG WISDOMTREE TR GROWTH LEADERS YIELD ENHANCED ETF 0.0%
Value ($000) $83 Shares 1,626 Est. Cost $50.86 Unrealized
XOM EXXON MOBIL CORPORATION COM 0.0%
Value ($000) $77 Shares 1,372 Est. Cost $57.33 Unrealized -24.5%
PEP PEPSICO INC COM 0.0%
Value ($000) $76 Shares 535 Est. Cost $75.14 Unrealized +56.9%
XLC SELECT SECTOR SPDR TRUST COMMUNICATION ETF 0.0%
Value ($000) $75 Shares 1,017 Est. Cost $47.79 Unrealized
BP BP ADR SPONSORED 0.0%
Value ($000) $74 Shares 3,044 Est. Cost $35.34 Unrealized
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $71 Shares 769 Est. Cost $77.02 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V COM 0.0%
Value ($000) $71 Shares 682 Est. Cost $64.42 Unrealized +9.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $71 Shares 1,066 Est. Cost $35.79 Unrealized +51.0%
ABERDEEN ASIA PACI COM 0.0%
Value ($000) $70 Shares 17,137 Est. Cost $4.76 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $70 Shares 973 Est. Cost $60.41 Unrealized -5.3%
JACOBS ENGINEERING GROUP INC COM 0.0%
Value ($000) $69 Shares 530 Est. Cost $79.25 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $68 Shares 342 Est. Cost $98.33 Unrealized +66.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $68 Shares 114 Est. Cost $248.08 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $67 Shares 236 Est. Cost $141.19 Unrealized +65.9%
ASH ASHLAND GLOBAL HOLDINGS INC COM 0.0%
Value ($000) $66 Shares 743 Est. Cost $49.37 Unrealized +59.8%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $65 Shares 1,177 Est. Cost $69.16 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY ETF 0.0%
Value ($000) $64 Shares 483 Est. Cost $75.38 Unrealized
SPTS SPDR SERIES TRUST PORTFOLIO SH TSR ETF 0.0%
Value ($000) $64 Shares 2,090 Est. Cost $30.62 Unrealized
IEO ISHARES TRUST US OIL GAS EXPL ETF 0.0%
Value ($000) $64 Shares 1,311 Est. Cost $74.35 Unrealized
VCSH VANGUARD SHRT TRM CORP BD ETF 0.0%
Value ($000) $64 Shares 778 Est. Cost $82.26 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $63 Shares 477 Est. Cost $121.01 Unrealized +7.2%
NEAR ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF 0.0%
Value ($000) $63 Shares 1,262 Est. Cost $49.94 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $60 Shares 773 Est. Cost $24.75 Unrealized +17.5%
EOG EOG RESOURCES INC COM 0.0%
Value ($000) $59 Shares 807 Est. Cost $74.58 Unrealized -32.4%
UNITED STATES STEEL CORP COM 0.0%
Value ($000) $59 Shares 2,244 Est. Cost $25.02 Unrealized
BAC BANK OF AMERICA CORPORATION COM 0.0%
Value ($000) $58 Shares 1,511 Est. Cost $26.88 Unrealized +14.0%
SPSB SPDR SERIES TRUST PORTFOLIO SHORT ETF 0.0%
Value ($000) $57 Shares 1,807 Est. Cost $30.81 Unrealized
DAL DELTA AIR LINES INC COM 0.0%
Value ($000) $54 Shares 1,115 Est. Cost $29.07 Unrealized +48.1%
INTC INTEL CORP COM 0.0%
Value ($000) $54 Shares 844 Est. Cost $35.52 Unrealized +52.3%
VVV VALVOLINE INC COM 0.0%
Value ($000) $54 Shares 2,075 Est. Cost $23.16 Unrealized +7.7%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $53 Shares 872 Est. Cost $33.74 Unrealized +46.7%
SKYY FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETF 0.0%
Value ($000) $53 Shares 549 Est. Cost $92.65 Unrealized
EMN EASTMAN CHEMICAL CO COM 0.0%
Value ($000) $53 Shares 479 Est. Cost $80.54 Unrealized +13.4%
XLF SELECT SECTOR SPDR TRUST SBI INT-FINL ETF 0.0%
Value ($000) $52 Shares 1,521 Est. Cost $24.71 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $51 Shares 1,005 Est. Cost $28.24 Unrealized +7.7%
AOM ISHARES TRUST MODERT ALLOC ETF 0.0%
Value ($000) $50 Shares 1,155 Est. Cost $43.08 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC COM CL A 0.0%
Value ($000) $49 Shares 267 Est. Cost $136.41 Unrealized +55.1%
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $48 Shares 401 Est. Cost $123.82 Unrealized
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $46 Shares 988 Est. Cost $34.48 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $45 Shares 1,121 Est. Cost $24.53 Unrealized +16.7%
NIC NICOLET BANKSHARES INC COM 0.0%
Value ($000) $41 Shares 497 Est. Cost $65.12 Unrealized +13.2%
XLV SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF 0.0%
Value ($000) $40 Shares 345 Est. Cost $90.34 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.0%
Value ($000) $39 Shares 2,904 Est. Cost $13.43 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $38 Shares 117 Est. Cost $192.78 Unrealized +103.3%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $37 Shares 99 Est. Cost $202.64 Unrealized +48.0%
QQQJ INVESCO EXCHANGE TRADED FUND T NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $36 Shares 1,121 Est. Cost $31.36 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $36 Shares 117 Est. Cost $208.37 Unrealized +17.3%
HOG HARLEY DAVIDSON COM 0.0%
Value ($000) $36 Shares 909 Est. Cost $43.06 Unrealized -13.7%
PSLV SPROTT PHYSICAL SILVER TRUST TR UNIT 0.0%
Value ($000) $36 Shares 4,078 Est. Cost $8.83 Unrealized
CLF CLEVELAND CLIFFS INC COM 0.0%
Value ($000) $35 Shares 1,760 Est. Cost $16.28 Unrealized 0.0%
ILMN ILLUMINA, INC. 0.0%
Value ($000) $34 Shares 88 Est. Cost $173.03 Unrealized +135.7%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $34 Shares 621 Est. Cost $31.68 Unrealized +24.4%
DE DEERE & CO COM 0.0%
Value ($000) $34 Shares 92 Est. Cost $78.09 Unrealized +293.8%
ABBV ABBVIE INC COM 0.0%
Value ($000) $33 Shares 309 Est. Cost $70.04 Unrealized +26.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $32 Shares 2,038 Est. Cost $10.97 Unrealized +9.7%
GLAXOSMITHKLINE ADR SPONSORED 0.0%
Value ($000) $32 Shares 883 Est. Cost $43.84 Unrealized
DDOG DATADOG INC COM CL A 0.0%
Value ($000) $32 Shares 380 Est. Cost $79.94 Unrealized +20.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $32 Shares 508 Est. Cost $45.56 Unrealized +12.0%
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $32 Shares 529 Est. Cost $33.86 Unrealized +47.6%
BMO BANK OF MONTREAL COM 0.0%
Value ($000) $31 Shares 350 Est. Cost $43.08 Unrealized +55.1%
AGG ISHARES TRUST CORE US AGGBD ET ETF 0.0%
Value ($000) $31 Shares 270 Est. Cost $110.89 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $31 Shares 391 Est. Cost $75.69 Unrealized +13.7%
VOT VANGUARD MCAP GR IDXVIP ETF 0.0%
Value ($000) $30 Shares 139 Est. Cost $110.29 Unrealized
PTON PELOTON INTERACTIVE INC COM CL A 0.0%
Value ($000) $30 Shares 269 Est. Cost $43.49 Unrealized +205.1%
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $30 Shares 136 Est. Cost $98.06 Unrealized +88.6%
VB VANGUARD SMALL CP ETF 0.0%
Value ($000) $30 Shares 138 Est. Cost $154.38 Unrealized
INVENTRUST PROPERTIES CORP NSA 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $4.00 Unrealized
HPQ HP INCORPORATION COM 0.0%
Value ($000) $28 Shares 885 Est. Cost $10.81 Unrealized +115.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $28 Shares 109 Est. Cost $228.98 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $28 Shares 631 Est. Cost $17.86 Unrealized +89.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $27 Shares 154 Est. Cost $14.49 Unrealized +103.2%
VOO VANGUARD S&P 500 ETF SHS 0.0%
Value ($000) $27 Shares 74 Est. Cost $342.77 Unrealized
ETN EATON CORPORATION PLC COM 0.0%
Value ($000) $27 Shares 198 Est. Cost $70.60 Unrealized +68.5%
VEA VANGUARD FTSE DEV MKT ETF 0.0%
Value ($000) $26 Shares 524 Est. Cost $40.79 Unrealized
XYZ SQUARE INC COM CL A 0.0%
Value ($000) $26 Shares 114 Est. Cost $168.73 Unrealized +38.6%
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value ($000) $25 Shares 1,045 Est. Cost $19.65 Unrealized -1.9%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $25 Shares 159 Est. Cost $104.38 Unrealized +42.5%
FVRR FIVERR INTERNATIONAL LTD COM 0.0%
Value ($000) $24 Shares 110 Est. Cost $133.56 Unrealized +83.5%
VXUS VANGUARD STAR FD TL INTL STK F ETF 0.0%
Value ($000) $24 Shares 388 Est. Cost $55.64 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $23 Shares 1,870 Est. Cost $10.70 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $23 Shares 115 Est. Cost $122.39 Unrealized +71.0%
FCX FREEPORT-MCMORAN INC COM CL B 0.0%
Value ($000) $22 Shares 657 Est. Cost $27.75 Unrealized +9.4%
UAL UNITED AIRLINES HOLDINGS COM 0.0%
Value ($000) $22 Shares 391 Est. Cost $45.36 Unrealized +7.7%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $21 Shares 217 Est. Cost $51.98 Unrealized +98.6%
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.0%
Value ($000) $21 Shares 179 Est. Cost $59.22 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETF 0.0%
Value ($000) $21 Shares 327 Est. Cost $51.67 Unrealized
ETF MANAGERS TRUST ETFMG ALTR HRVST 0.0%
Value ($000) $21 Shares 936 Est. Cost $19.84 Unrealized
XLY SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF 0.0%
Value ($000) $21 Shares 125 Est. Cost $129.60 Unrealized
SLB SCHLUMBERGER LIMITED COM 0.0%
Value ($000) $21 Shares 772 Est. Cost $32.80 Unrealized -27.7%
PFG PRINCIPAL FINANCIAL GROUP COM 0.0%
Value ($000) $21 Shares 346 Est. Cost $33.44 Unrealized +39.7%
GAL SSGA ACTIVE ETF TR GLOBL ALLO ETF 0.0%
Value ($000) $21 Shares 471 Est. Cost $39.04 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $21 Shares 64 Est. Cost $115.48 Unrealized +155.2%
SNDR SCHNEIDER NATIONAL INC COM CL B 0.0%
Value ($000) $20 Shares 794 Est. Cost $19.99 Unrealized +16.9%
PINS PINTEREST INC COM CL A 0.0%
Value ($000) $20 Shares 267 Est. Cost $64.35 Unrealized +15.6%
BOTZ GLOBAL X FDS RBTCS ARTFL INTE ETF 0.0%
Value ($000) $20 Shares 591 Est. Cost $25.26 Unrealized
CL COLGATE-PALMOLIVE CO COM 0.0%
Value ($000) $20 Shares 249 Est. Cost $53.68 Unrealized +30.4%
MSI MOTOROLA SOLUTIONS INC COM 0.0%
Value ($000) $20 Shares 105 Est. Cost $57.69 Unrealized +191.4%
MKC MCCORMICK & COMPANY INC COM 0.0%
Value ($000) $19 Shares 212 Est. Cost $51.36 Unrealized +56.2%
NET CLOUDFLARE INC COM CL A 0.0%
Value ($000) $19 Shares 267 Est. Cost $60.69 Unrealized +27.0%
HEARTLAND FINANCIAL USA INC COM 0.0%
Value ($000) $19 Shares 385 Est. Cost $36.11 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $19 Shares 101 Est. Cost $96.74 Unrealized +58.1%
PURPOSE SILVER BULLION FUND ETF NON CURRENCY 0.0%
Value ($000) $19 Shares 1,450 Est. Cost $10.34 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $19 Shares 74 Est. Cost $120.23 Unrealized +84.6%
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $18 Shares 75 Est. Cost $153.17 Unrealized +22.9%
BCML BAYCOM CORP COM 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $15.58 Unrealized -3.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $125.10 Unrealized +17.5%
PLXS PLEXUS CORP COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $53.00 Unrealized +60.0%
OLN OLIN CORP COM 0.0%
Value ($000) $18 Shares 485 Est. Cost $21.78 Unrealized +26.3%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $17 Shares 116 Est. Cost $92.22 Unrealized +64.1%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $17 Shares 128 Est. Cost $84.75 Unrealized +61.5%
CCL CARNIVAL CORP UNITS 0.0%
Value ($000) $17 Shares 651 Est. Cost $22.57 Unrealized +4.5%
MPC MARATHON PETROLEUM CORP COM 0.0%
Value ($000) $17 Shares 321 Est. Cost $35.62 Unrealized +25.2%
XME SPDR SERIES TRUST S&P METALS MNG ETF 0.0%
Value ($000) $17 Shares 427 Est. Cost $34.15 Unrealized
WELL WELLTOWER INC COM USD1 0.0%
Value ($000) $17 Shares 232 Est. Cost $53.91 Unrealized +9.5%
MGNI MAGNITE INC COM 0.0%
Value ($000) $17 Shares 406 Est. Cost $36.38 Unrealized +19.1%
MDB MONGODB INC COM CL A 0.0%
Value ($000) $17 Shares 65 Est. Cost $291.01 Unrealized +21.7%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $17 Shares 26 Est. Cost $40.18 Unrealized +92.4%
CMCSA COMCAST CORP COM CL A 0.0%
Value ($000) $16 Shares 301 Est. Cost $41.66 Unrealized +10.8%
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $16 Shares 177 Est. Cost $60.99 Unrealized +11.2%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $16 Shares 36 Est. Cost $375.53 Unrealized +17.0%
IPGP IPG PHOTONICS CORPORATION COM 0.0%
Value ($000) $16 Shares 75 Est. Cost $134.25 Unrealized +69.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $16 Shares 35 Est. Cost $34.82 Unrealized +19.6%
HRTX HERON THERAPEUTICS INC COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.43 Unrealized +8.5%
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $16 Shares 283 Est. Cost $26.55 Unrealized +93.0%
XLI SELECT SECTOR SPDR TRUST SBI INT-INDS ETF 0.0%
Value ($000) $16 Shares 159 Est. Cost $62.99 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $16 Shares 121 Est. Cost $115.70 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $16 Shares 409 Est. Cost $18.25 Unrealized +105.4%
SHOP SHOPIFY INC COM CL A 0.0%
Value ($000) $15 Shares 14 Est. Cost $72.22 Unrealized +67.3%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $15 Shares 219 Est. Cost $40.08 Unrealized +30.9%
VFC V F CORP COM 0.0%
Value ($000) $15 Shares 188 Est. Cost $70.60 Unrealized +15.0%
LLY ELI LILLY AND COMPANY COM 0.0%
Value ($000) $15 Shares 82 Est. Cost $61.53 Unrealized +202.4%
PLTR PALANTIR TECH INC COM CL A 0.0%
Value ($000) $15 Shares 643 Est. Cost $19.39 Unrealized +41.5%
ARCIMOTO INC COM 0.0%
Value ($000) $15 Shares 1,119 Est. Cost $5.36 Unrealized
APPN APPIAN CORPORATION COM CL A 0.0%
Value ($000) $14 Shares 105 Est. Cost $134.24 Unrealized +31.8%
XLB SELECT SECTOR SPDR TRUST SBI MATERIALS ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $51.20 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $14 Shares 98 Est. Cost $95.29 Unrealized +30.5%
CMG CHIPOTLE MEXICAN GRILL COM 0.0%
Value ($000) $14 Shares 10 Est. Cost $18.51 Unrealized +56.2%
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.0%
Value ($000) $14 Shares 252 Est. Cost $38.28 Unrealized
SNOW SNOWFLAKE INC COM CL A 0.0%
Value ($000) $13 Shares 56 Est. Cost $278.87 Unrealized -4.3%
ZG ZILLOW GROUP INC COM CL A 0.0%
Value ($000) $13 Shares 99 Est. Cost $71.09 Unrealized +117.1%
ESGV VANGUARD ESG US STK ETF 0.0%
Value ($000) $13 Shares 180 Est. Cost $72.22 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $13 Shares 41 Est. Cost $168.98 Unrealized +63.9%
OKTA OKTA INC COM CL A 0.0%
Value ($000) $13 Shares 61 Est. Cost $201.86 Unrealized +24.5%
FXG FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 0.0%
Value ($000) $12 Shares 204 Est. Cost $42.20 Unrealized
DVN DEVON ENERGY CORP COM 0.0%
Value ($000) $12 Shares 561 Est. Cost $9.59 Unrealized +66.0%
HMC HONDA MOTOR CO ADR SPONSORED 0.0%
Value ($000) $12 Shares 390 Est. Cost $28.76 Unrealized
VOD VODAFONE GROUP ADR SPONSORED 0.0%
Value ($000) $12 Shares 628 Est. Cost $34.07 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $11 Shares 62 Est. Cost $203.34 Unrealized +14.1%
CSCO CISCO SYSTEMS INC COM 0.0%
Value ($000) $11 Shares 216 Est. Cost $28.61 Unrealized +42.0%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $11 Shares 72 Est. Cost $122.98 Unrealized +23.3%
VCIT VANGUARD INT-TERM CORP ETF 0.0%
Value ($000) $11 Shares 116 Est. Cost $91.30 Unrealized
LBRDK LIBERTY BROADBAND CORP COM 0.0%
Value ($000) $11 Shares 76 Est. Cost $141.71 Unrealized 0.0%
CREE INC COM 0.0%
Value ($000) $11 Shares 104 Est. Cost $107.53 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $11 Shares 98 Est. Cost $68.83 Unrealized +40.5%
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.0%
Value ($000) $11 Shares 285 Est. Cost $37.51 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $11 Shares 147 Est. Cost $65.71 Unrealized -4.0%
NCLH NORWEGIAN CRUISE LINE HLDGS LT COM 0.0%
Value ($000) $11 Shares 414 Est. Cost $18.25 Unrealized +45.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $10 Shares 128 Est. Cost $59.67 Unrealized +15.3%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $10 Shares 7 Est. Cost $816.95 Unrealized +107.7%
USB US BANCORP COM 0.0%
Value ($000) $10 Shares 186 Est. Cost $37.81 Unrealized +6.6%
CQQQ INVESCO EXCHANGE TRADED FUND T CHINA TECHNLGY ETF 0.0%
Value ($000) $10 Shares 125 Est. Cost $48.00 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $10 Shares 57 Est. Cost $113.55 Unrealized +75.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $10 Shares 120 Est. Cost $62.94 Unrealized +34.3%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $9 Shares 50 Est. Cost $147.63 Unrealized +25.5%
ACWI ISHARES TRUST MSCI ACWI ETF 0.0%
Value ($000) $9 Shares 96 Est. Cost $76.59 Unrealized
GOLF ACUSHNET HOLDINGS CORP COM 0.0%
Value ($000) $9 Shares 210 Est. Cost $24.81 Unrealized +71.6%
DOV DOVER CORP COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $63.23 Unrealized +89.2%
LOW LOWE'S COMPANIES INC COM 0.0%
Value ($000) $9 Shares 49 Est. Cost $97.89 Unrealized +60.4%
CANOPY GROWTH CORPORATION COM 0.0%
Value ($000) $9 Shares 291 Est. Cost $36.22 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $9 Shares 113 Est. Cost $50.02 Unrealized +16.9%
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.0%
Value ($000) $9 Shares 117 Est. Cost $51.72 Unrealized
TWITTER INC COM 0.0%
Value ($000) $9 Shares 134 Est. Cost $52.24 Unrealized
DG DOLLAR GENERAL CORP COM 0.0%
Value ($000) $9 Shares 46 Est. Cost $105.29 Unrealized +75.2%
ASML ASML HOLDING NV ADR SPONSORED 0.0%
Value ($000) $9 Shares 15 Est. Cost $466.67 Unrealized
DIVERSIFIED HEALTHCARE TRUST 6.25 SR NT 01/02/46 USD 0.0%
Value ($000) $9 Shares 378 Est. Cost $21.73 Unrealized
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $8 Shares 440 Est. Cost $19.64 Unrealized -10.5%
TREX TREX COMPANY INC COM 0.0%
Value ($000) $8 Shares 82 Est. Cost $65.32 Unrealized +44.0%
IHI ISHARES TRUST U.S. MED DVC ETF 0.0%
Value ($000) $8 Shares 23 Est. Cost $226.64 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $289.40 Unrealized +33.5%
DNP SELECT INCOME FUND INC COM 0.0%
Value ($000) $8 Shares 778 Est. Cost $10.64 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $59.87 Unrealized +11.6%
FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF 0.0%
Value ($000) $8 Shares 35 Est. Cost $88.19 Unrealized
MAR MARRIOTT INTERNATIONAL INC COM CL A 0.0%
Value ($000) $8 Shares 51 Est. Cost $83.76 Unrealized +57.2%
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.0%
Value ($000) $7 Shares 104 Est. Cost $56.99 Unrealized
SCHW SCHWAB (CHARLES) CORP COM 0.0%
Value ($000) $7 Shares 108 Est. Cost $42.34 Unrealized +34.4%
BX BLACKSTONE GROUP INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $48.92 Unrealized +19.8%
SNY SANOFI ADR SPONSORED 0.0%
Value ($000) $7 Shares 145 Est. Cost $48.75 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $7 Shares 36 Est. Cost $150.00 Unrealized +2.6%
DCP MIDSTREAM LP COM UNITS LTD PARTNER INT 0.0%
Value ($000) $7 Shares 336 Est. Cost $4.63 Unrealized
UPS UNITED PARCEL SERVICE INC COM CL B 0.0%
Value ($000) $7 Shares 41 Est. Cost $110.07 Unrealized +19.9%
BLACKROCK INC COM 0.0%
Value ($000) $7 Shares 9 Est. Cost $666.67 Unrealized
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $7 Shares 415 Est. Cost $9.96 Unrealized +16.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $119.27 Unrealized +94.4%
NUE NUCOR CORP COM 0.0%
Value ($000) $7 Shares 91 Est. Cost $48.96 Unrealized +14.5%
YUMC YUM CHINA HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 115 Est. Cost $44.66 Unrealized +33.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $7 Shares 106 Est. Cost $55.96 Unrealized -4.7%
ABT ABBOTT LABORATORIES COM 0.0%
Value ($000) $6 Shares 49 Est. Cost $75.43 Unrealized +44.0%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $117.88 Unrealized +70.4%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 298 Est. Cost $21.67 Unrealized +25.9%
DUK DUKE ENERGY CORP COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $63.40 Unrealized +19.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $183.47 Unrealized +9.8%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $70.69 Unrealized +49.5%
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $6 Shares 108 Est. Cost $40.49 Unrealized 0.0%
WSM WILLIAMS-SONOMA INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $28.27 Unrealized +117.8%
SHW SHERWIN-WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $226.70 Unrealized +0.6%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $6 Shares 136 Est. Cost $52.44 Unrealized 0.0%
VGT VANGUARD INF TECH ETF 0.0%
Value ($000) $6 Shares 18 Est. Cost $333.33 Unrealized
TWLO TWILIO INC COM CL A 0.0%
Value ($000) $6 Shares 17 Est. Cost $160.56 Unrealized +133.3%
DHR DANAHER CORP COM 0.0%
Value ($000) $6 Shares 27 Est. Cost $196.00 Unrealized +1.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $6 Shares 97 Est. Cost $41.79 Unrealized +19.3%
TE CONNECTIVITY LTD COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $111.11 Unrealized
SEAGATE TECHNOLOGY PLC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $56.34 Unrealized
BIDU BAIDU INC ADR 0.0%
Value ($000) $5 Shares 22 Est. Cost $164.95 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $97.33 Unrealized +0.8%
SWBI SMITH AND WESSON BRANDS INC COM 0.0%
Value ($000) $5 Shares 276 Est. Cost $18.19 Unrealized 0.0%
ASB ASSOCIATED BANC-CORP COM 0.0%
Value ($000) $5 Shares 241 Est. Cost $13.66 Unrealized +22.4%
LE LANDS END INC COM 0.0%
Value ($000) $5 Shares 213 Est. Cost $18.37 Unrealized +59.6%
KNSL KINSALE CAPITAL GROUP INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $165.05 Unrealized +10.2%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $5 Shares 145 Est. Cost $34.48 Unrealized
BITW BITWISE 10 CRYPTO INDEX FD COM 0.0%
Value ($000) $5 Shares 61 Est. Cost $81.97 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $5 Shares 215 Est. Cost $15.83 Unrealized +18.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $462.59 Unrealized +1.8%
CREDIT SUISSE GROUP ADR SPONSORED 0.0%
Value ($000) $5 Shares 510 Est. Cost $10.87 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $674.73 Unrealized -7.4%
XSD SPDR SERIES TRUST S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $5 Shares 28 Est. Cost $178.57 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $70.61 Unrealized +49.5%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $5 Shares 130 Est. Cost $23.56 Unrealized +13.6%
NEENAH INC COM 0.0%
Value ($000) $5 Shares 99 Est. Cost $59.18 Unrealized
FUELCELL ENERGY INC COM 0.0%
Value ($000) $5 Shares 350 Est. Cost $11.43 Unrealized
SLV ISHARES SILVER TRUST ISHARES ETF 0.0%
Value ($000) $5 Shares 204 Est. Cost $15.44 Unrealized
EVERBRIDGE INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $77.29 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $39.72 Unrealized +49.6%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $5 Shares 76 Est. Cost $68.86 Unrealized 0.0%
SIL GLOBAL X FDS GLOBAL X SILVER ETF 0.0%
Value ($000) $4 Shares 107 Est. Cost $44.20 Unrealized
MPT MEDICAL PROPERTIES TRUST INC COM USD0.001 0.0%
Value ($000) $4 Shares 189 Est. Cost $18.02 Unrealized
WY WEYERHAEUSER COMPANY COM USD1.25 0.0%
Value ($000) $4 Shares 122 Est. Cost $24.49 Unrealized +13.8%
XAR SPDR SERIES TRUST AEROSPACE DEF ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $103.45 Unrealized
QUAD QUAD/GRAPHICS INC COM CL A 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $20.68 Unrealized -77.0%
RPD RAPID7 INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $16.91 Unrealized +391.6%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $26.74 Unrealized +59.1%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $76.68 Unrealized 0.0%
CLX CLOROX CO COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $129.06 Unrealized +27.9%
TELEPHONE & DATA SYSTEMS INC 7 PRF SR NTS 15/03/2060 0.0%
Value ($000) $4 Shares 159 Est. Cost $22.68 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC COM CL A 0.0%
Value ($000) $4 Shares 11 Est. Cost $288.01 Unrealized +27.8%
BAX BAXTER INTERNATIONAL INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $59.23 Unrealized +20.6%
CVS CVS HEALTH CORPORATION COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $55.22 Unrealized +12.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $97.11 Unrealized +9.6%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $226.44 Unrealized -0.4%
BARRICK GOLD CORPORATION COM 0.0%
Value ($000) $4 Shares 207 Est. Cost $19.32 Unrealized
GOOS CANADA GOOSE HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $51.00 Unrealized -22.5%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $371.45 Unrealized -1.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $147.45 Unrealized +6.2%
ADSK AUTODESK INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $263.53 Unrealized +9.4%
AFL AFLAC INC COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $34.19 Unrealized +25.4%
POWW AMMO INC COM 0.0%
Value ($000) $3 Shares 511 Est. Cost $6.44 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $70.68 Unrealized +13.7%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $66.67 Unrealized +5.4%
OPITQ OFFICE PROPERTIES INCOME TRUST COM USD0.01 SHS OF BEN INT 0.0%
Value ($000) $3 Shares 93 Est. Cost $26.43 Unrealized
FDS FACTSET RESEARCH SYSTEMS COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $242.13 Unrealized +24.8%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.99 Unrealized +10.7%
HIGHLANDS REIT INC NSA 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.40 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.15 Unrealized +1.7%
NG NOVAGOLD RESOURCES INC COM 0.0%
Value ($000) $3 Shares 378 Est. Cost $9.75 Unrealized -6.5%
ABR ARBOR REALTY TRUST INC COM USD0.01 0.0%
Value ($000) $3 Shares 197 Est. Cost $6.29 Unrealized
ALEXION PHARMACEUTICAL INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $115.06 Unrealized +31.4%
AKAM AKAMAI TECHNOLOGIES COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $104.66 Unrealized -1.3%
MET METLIFE INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $33.87 Unrealized +40.6%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $68.51 Unrealized +13.7%
WNDW SOLARWINDOW TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 216 Est. Cost $5.33 Unrealized +199.9%
MARATHON OIL CORPORATION COM 0.0%
Value ($000) $3 Shares 286 Est. Cost $26.60 Unrealized
XLRE SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $35.29 Unrealized
MANITOWOC CO INC COM 0.0%
Value ($000) $3 Shares 152 Est. Cost $25.80 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 27 Est. Cost $76.44 Unrealized +16.1%
THE VALENS COMPANY INC COM 0.0%
Value ($000) $3 Shares 1,200 Est. Cost $2.50 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $44.81 Unrealized +24.5%
FHI FEDERATED HERMES INC COM CL B 0.0%
Value ($000) $3 Shares 90 Est. Cost $22.48 Unrealized +7.7%
CYBERARK SOFTWARE LTD COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $41.18 Unrealized
BATT AMPLIFY ETF TR AMPLIFY LITHIUM & BATTERY ETF 0.0%
Value ($000) $3 Shares 185 Est. Cost $16.22 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $3 Shares 96 Est. Cost $24.81 Unrealized +12.9%
AVNS AVANOS MEDICAL INC COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $61.29 Unrealized -23.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $36.48 Unrealized +86.6%
KTOS KRATOS DEFENSE & SECURITY SOLU COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.73 Unrealized +78.2%
TROW PRICE T ROWE GROUPS COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $95.54 Unrealized +38.1%
AZN ASTRAZENECA ADR SPONSORED 0.0%
Value ($000) $3 Shares 55 Est. Cost $55.35 Unrealized
ITA ISHARES TRUST US AER DEF ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $116.67 Unrealized
SVRA SAVARA INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.71 Unrealized 0.0%
SPMD SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.34 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 +7.8%
TJX TJX COS INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $45.76 Unrealized +36.1%
SUNPOWER CORP COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $19.23 Unrealized
CITIUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
VMWARE INC COM CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
CONTAINER STORE GRP INC (THE) COM 0.0%
Value ($000) $2 Shares 100 Est. Cost Unrealized
BSV VANGUARD SHORT TRM BOND ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $79.51 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.76 Unrealized +24.1%
BLUE APRON HOLDINGS INC COM CL A 0.0%
Value ($000) $2 Shares 288 Est. Cost $10.42 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $20.46 Unrealized -6.5%
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.71 Unrealized
NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INT 0.0%
Value ($000) $2 Shares 135 Est. Cost $16.45 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $55.51 Unrealized +9.2%
WELLS FARGO ADV MULTI-SECTOR I COM 0.0%
Value ($000) $2 Shares 126 Est. Cost $9.86 Unrealized
ETR ENTERGY CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $47.77 Unrealized -17.3%
FIREEYE INC COM 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.20 Unrealized
XRT SPDR SERIES TRUST S&P RETAIL ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $136.86 Unrealized +8.9%
AMER BATTERY METALS CORP NEV COM 0.0%
Value ($000) $2 Shares 1,150 Est. Cost $1.74 Unrealized
ALLETE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $84.93 Unrealized
SJM SMUCKER (JM) CO COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.78 Unrealized +22.9%
GDX VANECK VECTORS ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.71 Unrealized
GDXJ VANECK VECTORS ETF TRUST JR GOLD MINERS E ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $2 Shares 138 Est. Cost $17.52 Unrealized
GPN GLOBAL PAYMENTS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $163.49 Unrealized +16.7%
ETF MANAGERS TRUST PRIME CYBR SCRTY ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $30.76 Unrealized
MARA MARATHON DIGITAL HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $30.98 Unrealized 0.0%
WELBILT INC COM 0.0%
Value ($000) $2 Shares 152 Est. Cost $23.03 Unrealized
ROYAL DUTCH SHELL ADR SPONSORED 0.0%
Value ($000) $2 Shares 61 Est. Cost $35.61 Unrealized
WU WESTERN UNION COMPANY (THE) COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $16.65 Unrealized
MNST MONSTER BEVERAGE CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $42.01 Unrealized +6.6%
XPEV XPENG INC ADR 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $13.33 Unrealized -0.1%
M MACY'S INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $54.81 Unrealized -72.1%
VT VANGUARD TT WRLD ST ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $83.33 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $8.47 Unrealized +27.8%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $101.17 Unrealized +43.2%
MAXEON SOLAR TECH LTD COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
EXTREME VEHICLE BATTERY TECH C COM 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $0.40 Unrealized
BB BLACKBERRY LTD COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $11.22 Unrealized 0.0%
BIP BROOKFIELD INFRASTRUCTURE PART LIMITED PARTNERSHIP UNITS 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $60.15 Unrealized 0.0%
BUD ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
BYDDF BYD COMPANY LIMITED COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $9.33 Unrealized 0.0%
BYDDY BYD COMPANY LIMITED ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
FMCC FED HOME LOAN MTG CORP COM 0.0%
Value ($000) $1 Shares 609 Est. Cost $2.41 Unrealized -22.2%
CX CEMEX S.A.B. DE C.V. ADR SPONSORED 0.0%
Value ($000) $1 Shares 141 Est. Cost $8.00 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.97 Unrealized +119.0%
HYLN HYLIION HOLDINGS CORP COM 0.0%
Value ($000) $1 Shares 89 Est. Cost $22.75 Unrealized -31.2%
IFNNY INFINEON TECHNOLOGIES AG ADR SPONSORED 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $17.18 Unrealized +201.2%
CRRC CORPORATION LIMITED COM 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.71 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $29.68 Unrealized +50.5%
SPLUNK INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $200.00 Unrealized
PLURISTEM THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 209 Est. Cost $9.57 Unrealized
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $31.94 Unrealized
SOTGY SUNNY OPTICAL TECHNOLOGY GROUP ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
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 +87.5%
DVLP GOLDEN DEVELOPING SOLUTIONS IN COM 0.0%
Value ($000) $1 Shares 120,000 Est. Cost $0.00 Unrealized -2.3%
NIO NIO INC ADR 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.46 Unrealized +27.2%
CHURCHILL CAPITAL CORP IV COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
GW PHARMACEUTICALS ADR SPONSORED 0.0%
Value ($000) $1 Shares 5 Est. Cost $85.87 Unrealized
SNAP SNAP INC COM CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $20.97 Unrealized +174.1%
PANASONIC CORP ADR SPONSORED 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
OSK OSHKOSH CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $74.15 Unrealized +28.7%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.38 Unrealized 0.0%
FSLY FASTLY INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $39.40 Unrealized +118.2%
FNMA FED NATIONAL MTG ASSN COM 0.0%
Value ($000) $1 Shares 442 Est. Cost $2.50 Unrealized -23.0%
FNF FIDELITY NATIONAL FINANCIAL COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $29.98 Unrealized +0.7%
GCPEF GCL-POLY ENERGY HOLDINGS LTD COM 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $0.14 Unrealized +122.6%
ARCLIGHT CLEAN TRANSITION CORP COM CL A 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
PROSHARES TRUST K1 FRE CRD OIL ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $14.49 Unrealized
NUVEEN AMT FREE MUN CR COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $29.34 Unrealized
NTNX NUTANIX INC COM CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $27.12 Unrealized +12.1%
GNENF GANFENG LITHIUM CO LTD COM 0.0%
Value ($000) $1 Shares 76 Est. Cost $10.49 Unrealized 0.0%
EZA ISHARES INC MSCI STH AFR ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
88 ENERGY LTD COM 0.0%
Value ($000) $1 Shares 20,000 Est. Cost $0.05 Unrealized
ADAMIS PHARMAS CORP COM 0.0%
Value ($000) $0 Shares 73 Est. Cost $5.12 Unrealized
GENIUS BRANDS INTL INC COM 0.0%
Value ($000) $0 Shares 238 Est. Cost $3.85 Unrealized
AVANTAIR INC COM DELISTED 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
AMC ENTERTAINMENT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
DOGP CANNABIS SATIVA INC COM 0.0%
Value ($000) $0 Shares 93 Est. Cost $5.37 Unrealized -84.4%
FIVE STAR SENIOR LIVING INC COM 0.0%
Value ($000) $0 Shares 3 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 -22.0%
YINGLI GREEN ENERGY HOLDING CO ADR TERMINATION 10/19/20 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
SAYONA MINING LIMITED COM 0.0%
Value ($000) $0 Shares 140 Est. Cost Unrealized
E DIGITAL CORP COM DELISTED 0.0%
Value ($000) $0 Shares 714 Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S.A. COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.89 Unrealized +15.5%
BROOKFIELD INFRASTRUCTURE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VC VISTEON CORPORATION COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.56 Unrealized +87.7%
CNNXF CANNAMERICA BRANDS CORP COM 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $0.36 Unrealized -85.1%
GOLDEN MINERALS CO COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
ARCONIC CORPORATION COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.39 Unrealized
DHC DIVERSIFIED HEALTHCARE TRUST SHS OF BENEFICIAL INTEREST 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
CGAU CENTERRA GOLD INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.23 Unrealized +114.9%
SCNG SC HLDGS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.17 Unrealized -68.8%
LIVENT CORPORATION COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
GASFRAC ENERGY SERVICES INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
SHARING ECONOMY INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.99 Unrealized +73.2%