Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $245,062 (100.0% shares, 0.0% debt)

Holdings (459)

VGSH VANGUARD SHORT TERM TREASURY ETF 13.5%
Value ($000) $33,042 Shares 561,359 Est. Cost $61.18 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW 12.4%
Value ($000) $30,368 Shares 331,922 Est. Cost $91.50 Unrealized
AAPL APPLE INC 8.2%
Value ($000) $20,217 Shares 147,874 Est. Cost $87.57 Unrealized +69.7%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 7.3%
Value ($000) $17,954 Shares 386,276 Est. Cost $34.16 Unrealized
MSFT MICROSOFT CORP 5.0%
Value ($000) $12,362 Shares 48,132 Est. Cost $90.97 Unrealized +189.6%
SHV ISHARES SHORT TREASURY BOND ETF 4.7%
Value ($000) $11,625 Shares 105,584 Est. Cost $110.55 Unrealized
AMZN AMAZON.COM INC 4.3%
Value ($000) $10,489 Shares 98,761 Est. Cost $121.59 Unrealized +2.9%
GOOG ALPHABET INC CL C 3.1%
Value ($000) $7,676 Shares 3,509 Est. Cost $43.92 Unrealized +167.0%
INVESCO QQQ ETF 3.1%
Value ($000) $7,489 Shares 26,718 Est. Cost $279.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B NEW 3.0%
Value ($000) $7,272 Shares 26,637 Est. Cost $187.32 Unrealized +67.5%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET 2.8%
Value ($000) $6,888 Shares 68,989 Est. Cost $100.56 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 2.1%
Value ($000) $5,034 Shares 60,804 Est. Cost $86.67 Unrealized
V VISA INC CL A 2.0%
Value ($000) $4,943 Shares 25,106 Est. Cost $141.31 Unrealized +42.3%
NVDA NVIDIA CORP 2.0%
Value ($000) $4,910 Shares 32,391 Est. Cost $17.24 Unrealized +9.3%
SYK STRYKER CORP 1.4%
Value ($000) $3,380 Shares 16,989 Est. Cost $152.64 Unrealized +48.0%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $2,705 Shares 24,024 Est. Cost $84.73 Unrealized +33.4%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.1%
Value ($000) $2,703 Shares 77,739 Est. Cost $42.00 Unrealized
ADBE ADOBE INC 1.0%
Value ($000) $2,370 Shares 6,474 Est. Cost $271.71 Unrealized +49.8%
CRM SALESFORCE INC 1.0%
Value ($000) $2,336 Shares 14,153 Est. Cost $138.50 Unrealized +26.0%
DIS WALT DISNEY CO 0.9%
Value ($000) $2,168 Shares 22,963 Est. Cost $120.96 Unrealized -10.4%
MARVELL TECHNOLOGY INC 0.9%
Value ($000) $2,130 Shares 48,933 Est. Cost $48.15 Unrealized
ISHARES GOLD TRUST NEW 0.8%
Value ($000) $1,926 Shares 56,147 Est. Cost $19.74 Unrealized
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $1,756 Shares 4,654 Est. Cost $240.41 Unrealized
NKE NIKE INC CL B 0.7%
Value ($000) $1,712 Shares 16,752 Est. Cost $87.23 Unrealized +27.6%
C CITIGROUP INC NEW 0.7%
Value ($000) $1,700 Shares 36,974 Est. Cost $41.42 Unrealized +5.7%
KO COCA-COLA COMPANY 0.7%
Value ($000) $1,619 Shares 25,728 Est. Cost $40.27 Unrealized +41.0%
MA MASTERCARD INC CL A 0.6%
Value ($000) $1,501 Shares 4,759 Est. Cost $279.11 Unrealized +20.8%
GLD SPDR GOLD TRUST GOLD SHARES 0.6%
Value ($000) $1,451 Shares 8,611 Est. Cost $145.97 Unrealized
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $1,389 Shares 2,899 Est. Cost $287.90 Unrealized +68.4%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,331 Shares 7,656 Est. Cost $129.39 Unrealized +28.5%
NFLX NETFLIX INC 0.5%
Value ($000) $1,260 Shares 7,205 Est. Cost $24.98 Unrealized -11.2%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1,251 Shares 8,144 Est. Cost $116.28 Unrealized +29.8%
VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF 0.5%
Value ($000) $1,245 Shares 24,848 Est. Cost $50.60 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,228 Shares 7,614 Est. Cost $176.95 Unrealized +8.3%
BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS 0.5%
Value ($000) $1,221 Shares 10,739 Est. Cost $163.74 Unrealized
SPIP SPDR TIPS ETF 0.4%
Value ($000) $1,077 Shares 39,148 Est. Cost $35.00 Unrealized
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $1,043 Shares 14,938 Est. Cost $113.57 Unrealized -23.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $962 Shares 10,010 Est. Cost $60.43 Unrealized +46.5%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $959 Shares 2,004 Est. Cost $239.74 Unrealized +80.5%
SBUX STARBUCKS CORP 0.4%
Value ($000) $879 Shares 11,510 Est. Cost $82.35 Unrealized -14.5%
MDT MEDTRONIC PLC 0.4%
Value ($000) $864 Shares 9,623 Est. Cost $92.24 Unrealized -2.0%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $795 Shares 5,529 Est. Cost $90.73 Unrealized +51.3%
EBAY EBAY INC 0.3%
Value ($000) $778 Shares 18,660 Est. Cost $37.90 Unrealized +19.9%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $689 Shares 6,847 Est. Cost $47.40 Unrealized +88.7%
TSLA TESLA INC 0.3%
Value ($000) $636 Shares 944 Est. Cost $158.48 Unrealized +72.2%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $618 Shares 1,565 Est. Cost $245.47 Unrealized +73.1%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.2%
Value ($000) $589 Shares 7,719 Est. Cost $78.80 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.2%
Value ($000) $569 Shares 21,597 Est. Cost $29.66 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF 0.2%
Value ($000) $541 Shares 16,585 Est. Cost $34.12 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $495 Shares 9,435 Est. Cost $29.75 Unrealized +41.2%
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $469 Shares 215 Est. Cost $52.40 Unrealized +123.0%
MMM 3M COMPANY 0.2%
Value ($000) $460 Shares 3,555 Est. Cost $80.00 Unrealized +31.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $456 Shares 8,976 Est. Cost $32.56 Unrealized +23.2%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $432 Shares 1,834 Est. Cost $211.31 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $430 Shares 14,599 Est. Cost $30.32 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $355 Shares 1,883 Est. Cost $170.32 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $347 Shares 4,491 Est. Cost $87.99 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $345 Shares 1,946 Est. Cost $129.49 Unrealized +23.5%
WMT WALMART INC 0.1%
Value ($000) $336 Shares 2,760 Est. Cost $39.85 Unrealized +10.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $326 Shares 1,321 Est. Cost $110.39 Unrealized +105.1%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $308 Shares 1,513 Est. Cost $254.82 Unrealized
T AT&T INC 0.1%
Value ($000) $306 Shares 14,610 Est. Cost $15.91 Unrealized +2.5%
SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF 0.1%
Value ($000) $305 Shares 6,417 Est. Cost $50.17 Unrealized
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.1%
Value ($000) $292 Shares 7,324 Est. Cost $40.37 Unrealized
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $282 Shares 1,763 Est. Cost $177.70 Unrealized
BP BP PLC SPON ADR 0.1%
Value ($000) $271 Shares 9,552 Est. Cost $29.83 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $244 Shares 1,685 Est. Cost $81.92 Unrealized +74.2%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $222 Shares 1,643 Est. Cost $92.26 Unrealized +24.4%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $204 Shares 1,251 Est. Cost $196.61 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $192 Shares 602 Est. Cost $58.45 Unrealized +453.9%
DE DEERE & CO 0.1%
Value ($000) $188 Shares 628 Est. Cost $320.79 Unrealized +9.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $186 Shares 4,463 Est. Cost $49.75 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $185 Shares 3,750 Est. Cost $49.53 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $166 Shares 1,411 Est. Cost $150.90 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETF 0.1%
Value ($000) $159 Shares 3,528 Est. Cost $63.57 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $159 Shares 1,765 Est. Cost $51.19 Unrealized +75.7%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $157 Shares 893 Est. Cost $216.56 Unrealized
AMCOR PLC ORD USD 0.01 0.1%
Value ($000) $156 Shares 12,528 Est. Cost $8.49 Unrealized +25.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $139 Shares 270 Est. Cost $147.62 Unrealized +219.1%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.1%
Value ($000) $138 Shares 1,500 Est. Cost $54.22 Unrealized +67.0%
PEP PEPSICO INC 0.1%
Value ($000) $137 Shares 819 Est. Cost $96.55 Unrealized +55.1%
MDY SPDR S&P MID CAP 400 ETF 0.1%
Value ($000) $132 Shares 319 Est. Cost $304.25 Unrealized
F FORD MOTOR CO NEW 0.1%
Value ($000) $127 Shares 11,372 Est. Cost $6.99 Unrealized +50.9%
AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF 0.1%
Value ($000) $127 Shares 2,830 Est. Cost $52.18 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $125 Shares 741 Est. Cost $164.19 Unrealized
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $124 Shares 813 Est. Cost $50.93 Unrealized +190.4%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $119 Shares 1,117 Est. Cost $66.20 Unrealized +60.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $118 Shares 1,383 Est. Cost $59.78 Unrealized +33.1%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $117 Shares 1,146 Est. Cost $86.91 Unrealized
XLE SECTOR ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $117 Shares 1,632 Est. Cost $42.43 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $117 Shares 764 Est. Cost $88.51 Unrealized +51.5%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $114 Shares 3,099 Est. Cost $32.87 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $114 Shares 370 Est. Cost $213.30 Unrealized
IEO ISHARES TRUST US OIL GAS EXPL ETF 0.0%
Value ($000) $102 Shares 1,311 Est. Cost $74.05 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $98 Shares 890 Est. Cost $77.32 Unrealized +36.8%
LAM RESEARCH CORP 0.0%
Value ($000) $91 Shares 213 Est. Cost $457.01 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $83 Shares 1,071 Est. Cost $36.84 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $82 Shares 4,016 Est. Cost $33.55 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $78 Shares 1,099 Est. Cost $35.79 Unrealized +79.8%
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $77 Shares 747 Est. Cost $49.37 Unrealized +92.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $74 Shares 576 Est. Cost $122.33 Unrealized +2.1%
DOW DOW INC 0.0%
Value ($000) $73 Shares 1,410 Est. Cost $37.84 Unrealized +36.9%
XLK SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $72 Shares 568 Est. Cost $86.29 Unrealized
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $71 Shares 769 Est. Cost $77.47 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $70 Shares 1,321 Est. Cost $51.23 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $68 Shares 1,741 Est. Cost $37.98 Unrealized +5.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $68 Shares 1,685 Est. Cost $45.01 Unrealized
GLTR ABERDEEN PHYSICAL PRECIOUS METALS BASKET SHS ETF 0.0%
Value ($000) $68 Shares 802 Est. Cost $96.53 Unrealized
JACOBS ENGINEERNG GROUP 0.0%
Value ($000) $68 Shares 531 Est. Cost $79.25 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $60 Shares 2,035 Est. Cost $34.45 Unrealized +10.1%
VVV VALVOLINE INC 0.0%
Value ($000) $60 Shares 2,090 Est. Cost $23.16 Unrealized +32.6%
UNITED STATES STEEL CORP NEW 0.0%
Value ($000) $58 Shares 3,248 Est. Cost $23.46 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $57 Shares 253 Est. Cost $156.29 Unrealized +25.9%
XLC SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $56 Shares 1,027 Est. Cost $47.79 Unrealized
XLF SECTOR FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $56 Shares 1,795 Est. Cost $26.54 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $55 Shares 1,439 Est. Cost $64.31 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $55 Shares 405 Est. Cost $199.60 Unrealized -26.1%
TGT TARGET CORP 0.0%
Value ($000) $54 Shares 382 Est. Cost $112.07 Unrealized +51.8%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $54 Shares 1,259 Est. Cost $43.00 Unrealized -0.4%
SPSB SPDR PORTFOLIO SHORT TERM CORP BOND ETF 0.0%
Value ($000) $53 Shares 1,774 Est. Cost $30.67 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $50 Shares 568 Est. Cost $64.57 Unrealized +23.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $50 Shares 115 Est. Cost $230.72 Unrealized +72.5%
XOP SPDR SERIES TRUST S&P OIL & GAS EXPLORATN & PRODUCTION ETF NEW 0.0%
Value ($000) $48 Shares 406 Est. Cost $118.23 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $47 Shares 1,520 Est. Cost $26.88 Unrealized +21.8%
XLV SECTOR HEALTHCARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $45 Shares 351 Est. Cost $90.34 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $43 Shares 80 Est. Cost $532.51 Unrealized +2.3%
SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF 0.0%
Value ($000) $43 Shares 655 Est. Cost $94.86 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $43 Shares 765 Est. Cost $24.75 Unrealized +2.4%
EMN EASTMAN CHEMICAL CO COM 0.0%
Value ($000) $43 Shares 479 Est. Cost $80.88 Unrealized +11.1%
HD HOME DEPOT INC 0.0%
Value ($000) $42 Shares 154 Est. Cost $230.04 Unrealized +16.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $42 Shares 952 Est. Cost $34.48 Unrealized
GSK PLC SPON ADR 0.0%
Value ($000) $41 Shares 943 Est. Cost $43.99 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $40 Shares 519 Est. Cost $86.52 Unrealized +8.2%
BMY BRISTOL MYERS SQUIBB COMPANY 0.0%
Value ($000) $39 Shares 501 Est. Cost $45.56 Unrealized +42.6%
ASML ASML HOLDING NV NY REGISTRY SHS NEW 2012 0.0%
Value ($000) $38 Shares 80 Est. Cost $720.24 Unrealized
ABERDEEN ASIA PACIFIC INCOME FUND INC 0.0%
Value ($000) $38 Shares 13,032 Est. Cost $4.66 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $37 Shares 76 Est. Cost $40.18 Unrealized +30.4%
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $36 Shares 497 Est. Cost $65.12 Unrealized +20.3%
MRK MERCK & COMPANY INC NEW 0.0%
Value ($000) $34 Shares 371 Est. Cost $65.35 Unrealized +21.2%
BMO BANK MONTREAL QUEBEC 0.0%
Value ($000) $34 Shares 350 Est. Cost $43.08 Unrealized +111.1%
BLACKROCK INC 0.0%
Value ($000) $33 Shares 54 Est. Cost $808.60 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $33 Shares 178 Est. Cost $143.38 Unrealized +7.0%
SLX VANECK STEEL ETF 0.0%
Value ($000) $31 Shares 619 Est. Cost $61.72 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $31 Shares 800 Est. Cost $24.53 Unrealized +36.8%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $31 Shares 815 Est. Cost $39.42 Unrealized -0.8%
INTC INTEL CORP 0.0%
Value ($000) $30 Shares 812 Est. Cost $36.24 Unrealized +12.1%
HPQ HP INC 0.0%
Value ($000) $30 Shares 913 Est. Cost $10.81 Unrealized +196.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $29 Shares 221 Est. Cost $131.88 Unrealized
CLF CLEVELAND CLIFFS INC NEW 0.0%
Value ($000) $27 Shares 1,760 Est. Cost $16.28 Unrealized +46.8%
LLY ELI LILLY & CO 0.0%
Value ($000) $27 Shares 82 Est. Cost $61.53 Unrealized +372.8%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $27 Shares 1,449 Est. Cost $21.46 Unrealized
IVT INVENTRUST PROPERTIES CORP NEW 0.0%
Value ($000) $26 Shares 1,014 Est. Cost $27.00 Unrealized
DAL DELTA AIRLINES INC NEW 0.0%
Value ($000) $26 Shares 907 Est. Cost $29.07 Unrealized +27.6%
ESGV VANGUARD ESG U S STOCK ETF 0.0%
Value ($000) $26 Shares 387 Est. Cost $75.96 Unrealized
WBD WARNER BROS DISCOVERY INC SER A 0.0%
Value ($000) $26 Shares 1,972 Est. Cost $18.55 Unrealized 0.0%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $26 Shares 1,132 Est. Cost $31.36 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $26 Shares 203 Est. Cost $70.60 Unrealized +87.8%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $25 Shares 139 Est. Cost $98.06 Unrealized +86.6%
LIVENT CORP 0.0%
Value ($000) $25 Shares 1,105 Est. Cost $19.70 Unrealized
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $25 Shares 531 Est. Cost $33.86 Unrealized +52.9%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $24 Shares 607 Est. Cost $39.06 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $24 Shares 669 Est. Cost $33.74 Unrealized +18.5%
IP INTL PAPER COMPANY 0.0%
Value ($000) $24 Shares 573 Est. Cost $34.77 Unrealized +13.1%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 138 Est. Cost $110.29 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF 0.0%
Value ($000) $24 Shares 474 Est. Cost $56.80 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $24 Shares 362 Est. Cost $33.76 Unrealized +82.9%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $24 Shares 76 Est. Cost $154.54 Unrealized +86.9%
PAVE GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $23 Shares 1,023 Est. Cost $25.24 Unrealized
GBTC GRAYSCALE BITCOIN TRUST BTC ACCD INVS 0.0%
Value ($000) $23 Shares 1,931 Est. Cost $49.90 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $23 Shares 278 Est. Cost $35.62 Unrealized +142.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $22 Shares 385 Est. Cost $63.80 Unrealized -10.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $22 Shares 408 Est. Cost $11.70 Unrealized +366.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $22 Shares 100 Est. Cost $125.70 Unrealized +69.8%
BCML BAYCOM CORP 0.0%
Value ($000) $21 Shares 1,002 Est. Cost $15.58 Unrealized +30.7%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR 0.0%
Value ($000) $21 Shares 252 Est. Cost $80.44 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $20 Shares 240 Est. Cost $53.91 Unrealized +50.6%
XME SPDR SERIES TRUST S&P METALS & MINING ETF 0.0%
Value ($000) $20 Shares 465 Est. Cost $34.84 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $19 Shares 132 Est. Cost $255.87 Unrealized -44.1%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $19 Shares 89 Est. Cost $164.77 Unrealized +49.2%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $19 Shares 91 Est. Cost $57.69 Unrealized +262.0%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $19 Shares 770 Est. Cost $28.76 Unrealized
GAL SPDR SSGA GLOBAL ALLOCATION ETF 0.0%
Value ($000) $19 Shares 495 Est. Cost $39.25 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $18 Shares 210 Est. Cost $81.62 Unrealized
OLN OLIN CORP NEW 0.0%
Value ($000) $18 Shares 387 Est. Cost $21.78 Unrealized +145.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $18 Shares 498 Est. Cost $32.80 Unrealized +16.7%
SNDR SCHNEIDER NATL INC WI CL B 0.0%
Value ($000) $18 Shares 806 Est. Cost $19.99 Unrealized +15.4%
HANCOCK JOHN PREFERRED INCOME FUND II 0.0%
Value ($000) $18 Shares 1,007 Est. Cost $17.87 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $17 Shares 420 Est. Cost $113.51 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $17 Shares 190 Est. Cost $77.76 Unrealized +23.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $17 Shares 159 Est. Cost $104.38 Unrealized +10.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $17 Shares 179 Est. Cost $61.30 Unrealized +44.3%
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $17 Shares 211 Est. Cost $56.74 Unrealized +26.6%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $17 Shares 124 Est. Cost $129.60 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $16 Shares 198 Est. Cost $55.29 Unrealized +25.4%
ILMN ILLUMINA, INC. 0.0%
Value ($000) $16 Shares 88 Est. Cost $178.14 Unrealized +43.4%
HEARTLAND FINL USA INC 0.0%
Value ($000) $16 Shares 393 Est. Cost $36.11 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $16 Shares 1,507 Est. Cost $9.32 Unrealized -0.4%
PLXS PLEXUS CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $53.00 Unrealized +53.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $16 Shares 73 Est. Cost $228.98 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $15 Shares 63 Est. Cost $246.73 Unrealized -10.5%
ALB ALBEMARLE CORP 0.0%
Value ($000) $15 Shares 72 Est. Cost $92.22 Unrealized +130.4%
CMI CUMMINS INC 0.0%
Value ($000) $15 Shares 77 Est. Cost $123.56 Unrealized +48.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $15 Shares 360 Est. Cost $28.24 Unrealized +36.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $14 Shares 98 Est. Cost $110.42 Unrealized +42.7%
XLI SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $14 Shares 161 Est. Cost $62.99 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $14 Shares 198 Est. Cost $53.23 Unrealized +20.8%
CMG CHIPOTLE MEXICAN GRILL INC CL A 0.0%
Value ($000) $13 Shares 10 Est. Cost $18.51 Unrealized +50.5%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $13 Shares 252 Est. Cost $38.28 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $13 Shares 398 Est. Cost $43.06 Unrealized -17.5%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $13 Shares 52 Est. Cost $248.67 Unrealized -10.6%
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX ETF 0.0%
Value ($000) $13 Shares 206 Est. Cost $42.20 Unrealized
XLB SECTOR MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $13 Shares 179 Est. Cost $51.20 Unrealized
CMCSA COMCAST CORP CL A NEW 0.0%
Value ($000) $12 Shares 303 Est. Cost $41.66 Unrealized -7.9%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $12 Shares 128 Est. Cost $102.45 Unrealized -9.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $12 Shares 52 Est. Cost $202.75 Unrealized +12.7%
IFF INTL FLAVOR & FRAGRANCES 0.0%
Value ($000) $12 Shares 100 Est. Cost $112.53 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $12 Shares 196 Est. Cost $55.13 Unrealized -1.9%
BGS B&G FOODS INC NEW 0.0%
Value ($000) $12 Shares 500 Est. Cost $17.11 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $11 Shares 38 Est. Cost $348.13 Unrealized -18.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $11 Shares 98 Est. Cost $69.72 Unrealized +55.5%
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $11 Shares 75 Est. Cost $112.66 Unrealized +4.3%
BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST 0.0%
Value ($000) $11 Shares 503 Est. Cost $21.87 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $11 Shares 120 Est. Cost $62.94 Unrealized +64.5%
CHARGEPOINT HOLDINGS INC CL A 0.0%
Value ($000) $11 Shares 840 Est. Cost $34.52 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $11 Shares 111 Est. Cost $74.96 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS ETF 0.0%
Value ($000) $11 Shares 268 Est. Cost $40.79 Unrealized
XLU SELECT UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $11 Shares 156 Est. Cost $61.23 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $10 Shares 103 Est. Cost $96.74 Unrealized -0.0%
MAGA ETF SOLUTIONS POINT BRIDGE AMERICA FIRST ETF 0.0%
Value ($000) $10 Shares 277 Est. Cost $36.10 Unrealized
TPLC TIMOTHY PLAN U S LARGE MID CAP CORE ETF 0.0%
Value ($000) $10 Shares 316 Est. Cost $31.65 Unrealized
HMC HONDA MOTOR LTD ADR REPSTG 1 ORD 0.0%
Value ($000) $10 Shares 402 Est. Cost $28.79 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $10 Shares 131 Est. Cost $59.67 Unrealized +15.4%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF 0.0%
Value ($000) $10 Shares 184 Est. Cost $70.65 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $10 Shares 129 Est. Cost $94.79 Unrealized
VOD VODAFONE GROUP PLC NEW SPON ADR NO PAR 0.0%
Value ($000) $10 Shares 664 Est. Cost $33.06 Unrealized
MKC MC CORMICK & CO INC NON VOTING 0.0%
Value ($000) $10 Shares 115 Est. Cost $51.36 Unrealized +69.6%
PFF ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $37.52 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $10 Shares 68 Est. Cost $147.06 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $9 Shares 96 Est. Cost $60.13 Unrealized +42.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $9 Shares 28 Est. Cost $381.20 Unrealized
VFC V F CORP 0.0%
Value ($000) $9 Shares 195 Est. Cost $70.57 Unrealized -28.9%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $9 Shares 49 Est. Cost $100.33 Unrealized +79.0%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $9 Shares 849 Est. Cost $10.60 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $9 Shares 65 Est. Cost $134.56 Unrealized -6.3%
NUE NUCOR CORP 0.0%
Value ($000) $9 Shares 90 Est. Cost $91.92 Unrealized +39.1%
HBAN HUNTINGTON BANCSHRES INC 0.0%
Value ($000) $9 Shares 736 Est. Cost $10.97 Unrealized +2.1%
BTI BRITISH AMERN TOBACCO PLC SPONS ADR 25P 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
ITA ISHARES U S AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $109.69 Unrealized
BCE BCE INC NEW 0.0%
Value ($000) $8 Shares 163 Est. Cost $37.17 Unrealized +10.3%
FE FIRSTENERGY CORP 0.0%
Value ($000) $8 Shares 206 Est. Cost $28.19 Unrealized +30.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $8 Shares 67 Est. Cost $80.40 Unrealized +40.4%
ENCORE WIRE CORP 0.0%
Value ($000) $8 Shares 76 Est. Cost $118.42 Unrealized
DG DOLLAR GENL CORP NEW 0.0%
Value ($000) $8 Shares 34 Est. Cost $105.29 Unrealized +108.0%
DOV DOVER CORP 0.0%
Value ($000) $8 Shares 64 Est. Cost $64.69 Unrealized +99.5%
USB U S BANCORP DE NEW 0.0%
Value ($000) $7 Shares 152 Est. Cost $37.81 Unrealized +10.8%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $7 Shares 108 Est. Cost $42.34 Unrealized +54.8%
DHR DANAHER CORP 0.0%
Value ($000) $7 Shares 26 Est. Cost $196.00 Unrealized +15.4%
DIVERSIFIED HEALTHCARE TRUST SR NOTE 6.25 02/01/2046 0.0%
Value ($000) $7 Shares 412 Est. Cost $21.73 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $7 Shares 67 Est. Cost $64.56 Unrealized +47.7%
CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS 0.0%
Value ($000) $7 Shares 804 Est. Cost $17.67 Unrealized -16.9%
SNY SANOFI SPON ADR 0.0%
Value ($000) $7 Shares 148 Est. Cost $48.72 Unrealized
BARCLAYS BANK IPATH SER B BLOOMBERG INDL METALS SUBINDEX ETN 0.0%
Value ($000) $7 Shares 126 Est. Cost $55.56 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $7 Shares 75 Est. Cost $134.25 Unrealized -26.4%
XSD SPDR SERIES TRUST S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $7 Shares 43 Est. Cost $189.29 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $7 Shares 202 Est. Cost $34.65 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $7 Shares 58 Est. Cost $115.34 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $117.88 Unrealized +115.5%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $6 Shares 219 Est. Cost $15.83 Unrealized +76.9%
TTD TRADE DESK INC (THE) CL A 0.0%
Value ($000) $6 Shares 151 Est. Cost $69.29 Unrealized -21.0%
KMI KINDER MORGAN INC DE 0.0%
Value ($000) $6 Shares 335 Est. Cost $10.20 Unrealized +50.1%
CQQQ INVESCO CHINA TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $48.00 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $6 Shares 116 Est. Cost $44.66 Unrealized -5.7%
MARATHON OIL CORP 0.0%
Value ($000) $6 Shares 251 Est. Cost $26.60 Unrealized
IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC CL A 0.0%
Value ($000) $6 Shares 51 Est. Cost $235.29 Unrealized
ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETF 0.0%
Value ($000) $6 Shares 163 Est. Cost $55.21 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 76 Est. Cost $57.93 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $5 Shares 251 Est. Cost $13.74 Unrealized +26.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $371.45 Unrealized +26.4%
XLP SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $74.63 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $39.72 Unrealized +123.3%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $69.02 Unrealized -2.6%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $5 Shares 370 Est. Cost $19.65 Unrealized -15.3%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $5 Shares 49 Est. Cost $76.30 Unrealized +39.1%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $5 Shares 128 Est. Cost $84.75 Unrealized -36.9%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO 0.0%
Value ($000) $5 Shares 71 Est. Cost $57.10 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $5 Shares 24 Est. Cost $250.86 Unrealized -1.1%
TOTALENERGIES SE SPON ADR 0.0%
Value ($000) $5 Shares 86 Est. Cost $47.05 Unrealized
TWITTER INC 0.0%
Value ($000) $5 Shares 137 Est. Cost $54.50 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $5 Shares 155 Est. Cost $32.88 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $5 Shares 81 Est. Cost $27.63 Unrealized +93.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $4 Shares 36 Est. Cost $111.11 Unrealized
TCEHY TENCENT HOLDINGS LTD UNSPON ADR 0.0%
Value ($000) $4 Shares 94 Est. Cost $51.53 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $37.28 Unrealized +103.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $150.00 Unrealized -28.9%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $4 Shares 278 Est. Cost $18.19 Unrealized -20.3%
MET METLIFE INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $34.65 Unrealized +71.0%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $4 Shares 115 Est. Cost $45.36 Unrealized -3.2%
TRP TC ENERGY CORP 0.0%
Value ($000) $4 Shares 75 Est. Cost $38.68 Unrealized +19.3%
LIBERTY MEDIA CORP DEL SER A SIRIUSXM GROUP 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $4 Shares 216 Est. Cost $19.31 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $4 Shares 55 Est. Cost $40.99 Unrealized +71.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $4 Shares 16 Est. Cost $227.30 Unrealized +4.9%
BRCC BRC INC CL A 0.0%
Value ($000) $4 Shares 500 Est. Cost $17.65 Unrealized -22.1%
ABNB AIRBNB INC CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $130.14 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $34.69 Unrealized +56.7%
OSK OSHKOSH CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $102.81 Unrealized -16.5%
VISTA OUTDOOR INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $34.48 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $28.27 Unrealized +113.1%
GLOBAL X CANNABIS NEW ETF 0.0%
Value ($000) $4 Shares 259 Est. Cost $13.74 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $242.13 Unrealized +56.0%
WELBILT INC 0.0%
Value ($000) $4 Shares 152 Est. Cost $23.03 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $4 Shares 44 Est. Cost $70.69 Unrealized +50.1%
RPD RAPID7 INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $16.91 Unrealized +388.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $3 Shares 38 Est. Cost $66.83 Unrealized +14.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.15 Unrealized +14.1%
QUAD QUAD GRAPHICS INC CL A 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $20.68 Unrealized -76.6%
EQIX EQUINIX INC PAR $0.001 0.0%
Value ($000) $3 Shares 4 Est. Cost $674.73 Unrealized -4.7%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $3 Shares 592 Est. Cost $17.92 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $183.47 Unrealized -13.3%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $22.48 Unrealized +21.1%
HIGHLANDS REIT INC 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.40 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $3 Shares 440 Est. Cost $19.64 Unrealized -42.7%
TRTX TPG RE FINANCE TRUST INC 0.0%
Value ($000) $3 Shares 319 Est. Cost $13.04 Unrealized
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value ($000) $3 Shares 521 Est. Cost $10.81 Unrealized
CYBER ARK SOFTWARE LTD 0.0%
Value ($000) $3 Shares 24 Est. Cost $41.18 Unrealized
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SHS 0.0%
Value ($000) $3 Shares 63 Est. Cost $47.62 Unrealized
XLRE SELECT SECTOR TR REAL ESTATE SPDR ETF 0.0%
Value ($000) $3 Shares 86 Est. Cost $35.29 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $3 Shares 20 Est. Cost $129.06 Unrealized -1.9%
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $16.43 Unrealized -75.6%
BIDU BAIDU INC SPON ADR REPSTG ORD SHS CL A 0.0%
Value ($000) $3 Shares 22 Est. Cost $164.95 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $3 Shares 52 Est. Cost $59.47 Unrealized +11.7%
MPT MEDICAL PROPERTIES TRUST 0.0%
Value ($000) $3 Shares 202 Est. Cost $18.17 Unrealized
NEENAH INC 0.0%
Value ($000) $3 Shares 102 Est. Cost $58.60 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $26.55 Unrealized +36.3%
BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 189 Est. Cost $16.21 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $20.55 Unrealized +30.7%
MANITOWOC COMPANY INC NEW 0.0%
Value ($000) $2 Shares 152 Est. Cost $25.80 Unrealized
BYDDF BYD CO LTD SHS H 0.0%
Value ($000) $2 Shares 40 Est. Cost $9.33 Unrealized +14.5%
BYDDY BYD CO LTD UNSPON ADR 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $2 Shares 515 Est. Cost $11.78 Unrealized -51.6%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 11 Est. Cost $123.58 Unrealized +34.9%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $2 Shares 67 Est. Cost $61.29 Unrealized -53.1%
YETI YETI HOLDINGS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $64.57 Unrealized -24.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $97.11 Unrealized +4.8%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $79.51 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $2 Shares 20 Est. Cost $47.77 Unrealized +7.8%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $2 Shares 143 Est. Cost $16.36 Unrealized
ARCIMOTO INC 0.0%
Value ($000) $2 Shares 662 Est. Cost $5.36 Unrealized
ALLETE INC NEW 0.0%
Value ($000) $2 Shares 26 Est. Cost $84.63 Unrealized
GCPEF GCL TECHNOLOGY HOLDINGS LTD 0.0%
Value ($000) $2 Shares 4,000 Est. Cost $0.14 Unrealized +94.5%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.70 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $2 Shares 232 Est. Cost $9.27 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $147.45 Unrealized +37.3%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $2 Shares 67 Est. Cost $115.22 Unrealized -72.9%
PTON PELOTON INTERACTIVE INC CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $43.49 Unrealized -63.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $2 Shares 65 Est. Cost $24.93 Unrealized +34.6%
OPITQ OFFICE PROPERTIES INCOME TRUST SBI 0.0%
Value ($000) $2 Shares 104 Est. Cost $26.15 Unrealized
EVGO EVGO INC CL A 0.0%
Value ($000) $2 Shares 278 Est. Cost $9.51 Unrealized 0.0%
SJM SMUCKER JM COMPANY NEW 0.0%
Value ($000) $2 Shares 19 Est. Cost $81.78 Unrealized +44.0%
S SENTINELONE INC CL A 0.0%
Value ($000) $2 Shares 90 Est. Cost $44.56 Unrealized -37.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $95.54 Unrealized +12.2%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $56.60 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2 Shares 62 Est. Cost $203.34 Unrealized -79.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
SPT SPROUT SOCIAL INC CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $113.33 Unrealized -48.7%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.76 Unrealized +65.3%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $17.18 Unrealized +78.9%
DLB DOLBY LABORATORIES INC CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.44 Unrealized -6.9%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $1 Shares 221 Est. Cost $36.22 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.81 Unrealized +10.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $48.55 Unrealized -45.3%
CONTAINER STORE GROUP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $30.30 Unrealized +28.2%
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
LNG CHENIERE ENERGY INC NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $136.20 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $184.26 Unrealized -50.4%
LUMN LUMEN TECHNOLOGIES INC LA 0.0%
Value ($000) $1 Shares 114 Est. Cost $8.69 Unrealized +24.5%
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.23 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $1 Shares 110 Est. Cost $9.56 Unrealized -9.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $32.13 Unrealized
SOTGY SUNNY OPTICAL TECH GRP COMPANY LTD ADR 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.04 Unrealized
MGNI MAGNITE INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $36.38 Unrealized -70.5%
CX CEMEX S A B DE CV SPONS ADR NEW REPS TEN ORD PARTICIPATION CERTS 0.0%
Value ($000) $1 Shares 141 Est. Cost $8.00 Unrealized
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
GNENF GANFENG LITHIUM CO LTD SHS H 0.0%
Value ($000) $1 Shares 76 Est. Cost $10.49 Unrealized -12.7%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS UNIT LTD PARTNERSHIP 0.0%
Value ($000) $1 Shares 21 Est. Cost $63.49 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
CRRC CORP LTD SHS H 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.71 Unrealized
IFNNY INFINEON TECHNOLOGIES AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
BLUEGREEN VACATIONS HOLDING CORP CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
BLUE APRON HOLDINGS INC CL A NEW 0.0%
Value ($000) $1 Shares 288 Est. Cost $10.42 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $122.01 Unrealized 0.0%
MANDIANT INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.00 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.01 Unrealized +3.5%
HUN HUNTSMAN CORP 0.0%
Value ($000) $1 Shares 49 Est. Cost $24.85 Unrealized +35.9%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.97 Unrealized +161.2%
XPEV XPENG INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
NUVEEN AMT FREE MUN CREDIT INCOME FUND 0.0%
Value ($000) $1 Shares 38 Est. Cost $29.20 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.62 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $263.53 Unrealized -27.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $104.66 Unrealized -0.4%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $136.86 Unrealized +31.9%
AA ALCOA CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $30.99 Unrealized +100.8%
WNDW SOLARWINDOW TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 216 Est. Cost $5.33 Unrealized -48.7%
WOLFSPEED INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $106.38 Unrealized
FUELCELL ENERGY INC PAR 0.0%
Value ($000) $1 Shares 350 Est. Cost $11.43 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $48.44 Unrealized -4.1%
PROSHARES K-1 FREE CRUDE OIL STRATEGY NEW ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $14.49 Unrealized
PANASONIC HOLDINGS CORP ADR 0.0%
Value ($000) $1 Shares 101 Est. Cost $10.00 Unrealized
EZA ISHARES MSCI SOUTH AFRICA ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
XIACF XIAOMI CORP CL B 0.0%
Value ($000) $1 Shares 860 Est. Cost $3.43 Unrealized -55.5%
ORCL ORACLE CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $55.51 Unrealized +25.8%
GDXJ VANECK JR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $49.97 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 23 Est. Cost $26.93 Unrealized +9.6%
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 32 Est. Cost $20.14 Unrealized +66.8%
VMWARE INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $125.00 Unrealized
FNF FIDELITY NATIONAL FINANCIAL INC NEW FNF GROUP COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $29.98 Unrealized +8.2%
ROKU ROKU INC SER A 0.0%
Value ($000) $1 Shares 12 Est. Cost $96.89 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.38 Unrealized +45.2%
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $1 Shares 117 Est. Cost $52.44 Unrealized -74.5%
ALLSPRING ADVANTAGE MULTI SECTOR INCOME FUND 0.0%
Value ($000) $1 Shares 139 Est. Cost $10.09 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CL A 0.0%
Value ($000) $1 Shares 34 Est. Cost $62.33 Unrealized -33.0%
PLUG PLUG POWER INC NEW 0.0%
Value ($000) $1 Shares 31 Est. Cost $33.73 Unrealized -41.2%
LDK SOLAR CO LTD SPON ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
ALERISLIFE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
AVANTAIR INC 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
PLURISTEM THERAPEUTICS INC NEW 0.0%
Value ($000) $0 Shares 206 Est. Cost $9.57 Unrealized
DJTWW DIGITAL WORLD WTS EXP 06/30/28 ACQUISITION CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
ADAMIS PHARMACEUTICALS CORP NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost $5.12 Unrealized
PHUNWARE INC 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
AMC ENTERTAINMENT HLDGS INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $83.33 Unrealized
AURORA CANNABIS INC NEW 0.0%
Value ($000) $0 Shares 53 Est. Cost $5.05 Unrealized
AMARIN CORP PLC SPONSORED ADR NEW 0.0%
Value ($000) $0 Shares 144 Est. Cost $20.83 Unrealized
PROTERRA INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $14.93 Unrealized
GENERAL ELECTRIC CO NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.52 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $27.12 Unrealized -23.2%
BROOKFIELD INFRASTRUCTURE CORP SUB VTG SHS CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $115.06 Unrealized -56.9%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
NYT NEW YORK TIMES CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $41.45 Unrealized -16.5%
HYLN HYLIION HOLDINGS CORP CL A 0.0%
Value ($000) $0 Shares 89 Est. Cost $22.75 Unrealized -84.6%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
ARCONIC CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.39 Unrealized
CNNXF CANNAMERICA BRANDS CORP 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $0.19 Unrealized -92.0%
MAXEON SOLAR TECHNOLOGIES LTD 0.0%
Value ($000) $0 Shares 26 Est. Cost $38.46 Unrealized
DOGP CANNABIS SATIVA INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $5.37 Unrealized -97.1%
KATAPULT HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $60.15 Unrealized -78.2%
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.34 Unrealized +74.5%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.97 Unrealized +8.8%
SHARING ECONOMY INTL INC NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
VC VISTEON CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.56 Unrealized +47.6%
DHC DIVERSIFIED HEALTHCARE TRUST SBI 0.0%
Value ($000) $0 Shares 58 Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.89 Unrealized -58.2%
SPLUNK INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized