Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 26, 2023

Total Value ($000): $234 (100.0% shares, 0.0% debt)

Holdings (449)

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW 11.7%
Value ($000) $27 Shares 299,710 Est. Cost $91.50 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 11.2%
Value ($000) $26 Shares 453,892 Est. Cost $61.18 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 9.5%
Value ($000) $22 Shares 472,600 Est. Cost $35.00 Unrealized
AAPL APPLE INC 7.7%
Value ($000) $18 Shares 139,561 Est. Cost $87.57 Unrealized +60.7%
SHV ISHARES SHORT TREASURY BOND ETF 4.8%
Value ($000) $11 Shares 102,657 Est. Cost $110.55 Unrealized
MSFT MICROSOFT CORP 4.7%
Value ($000) $11 Shares 46,307 Est. Cost $90.97 Unrealized +157.3%
AMZN AMAZON.COM INC 3.4%
Value ($000) $8 Shares 95,698 Est. Cost $121.59 Unrealized -18.8%
BRK/B BERKSHIRE HATHAWAY INC CL B NEW 3.4%
Value ($000) $8 Shares 25,564 Est. Cost $187.32 Unrealized +58.5%
QQQ INVESCO QQQ ETF 3.3%
Value ($000) $8 Shares 29,070 Est. Cost $251.00 Unrealized
GOOG ALPHABET INC CL C 2.6%
Value ($000) $6 Shares 69,178 Est. Cost $107.50 Unrealized -11.9%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET 2.5%
Value ($000) $6 Shares 58,575 Est. Cost $100.56 Unrealized
NVDA NVIDIA CORP 2.0%
Value ($000) $5 Shares 31,353 Est. Cost $17.21 Unrealized -14.9%
V VISA INC CL A 2.0%
Value ($000) $5 Shares 22,013 Est. Cost $141.31 Unrealized +39.4%
SHY ISHARES 1-3 YR TREASURY BOND ETF 1.9%
Value ($000) $4 Shares 53,431 Est. Cost $86.67 Unrealized
SYK STRYKER CORP 1.7%
Value ($000) $4 Shares 16,384 Est. Cost $152.64 Unrealized +44.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 1.6%
Value ($000) $4 Shares 36,611 Est. Cost $0.10 Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $3 Shares 23,797 Est. Cost $84.73 Unrealized +38.9%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.0%
Value ($000) $2 Shares 72,839 Est. Cost $41.76 Unrealized
ADBE ADOBE INC 0.9%
Value ($000) $2 Shares 6,232 Est. Cost $271.71 Unrealized +17.7%
NFLX NETFLIX INC 0.8%
Value ($000) $2 Shares 6,240 Est. Cost $24.98 Unrealized +12.3%
NKE NIKE INC CL B 0.8%
Value ($000) $2 Shares 15,176 Est. Cost $87.23 Unrealized +9.3%
DIS WALT DISNEY CO 0.8%
Value ($000) $2 Shares 20,426 Est. Cost $120.96 Unrealized -22.7%
IAU ISHARES GOLD TRUST NEW 0.7%
Value ($000) $2 Shares 50,452 Est. Cost $31.53 Unrealized
CRM SALESFORCE INC 0.7%
Value ($000) $2 Shares 13,069 Est. Cost $138.50 Unrealized +4.1%
MRVL MARVELL TECHNOLOGY INC 0.7%
Value ($000) $2 Shares 46,662 Est. Cost $48.82 Unrealized -17.5%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $2 Shares 4,378 Est. Cost $240.41 Unrealized
C CITIGROUP INC NEW 0.7%
Value ($000) $2 Shares 34,194 Est. Cost $41.42 Unrealized -2.1%
HON HONEYWELL INTL INC 0.6%
Value ($000) $2 Shares 7,033 Est. Cost $129.39 Unrealized +38.2%
KO COCA-COLA COMPANY 0.6%
Value ($000) $2 Shares 23,609 Est. Cost $40.27 Unrealized +36.4%
GLD SPDR GOLD TRUST GOLD SHARES 0.6%
Value ($000) $1 Shares 8,669 Est. Cost $143.40 Unrealized
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $1 Shares 2,850 Est. Cost $287.90 Unrealized +62.8%
MA MASTERCARD INC CL A 0.6%
Value ($000) $1 Shares 3,726 Est. Cost $279.11 Unrealized +15.9%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1 Shares 7,588 Est. Cost $116.28 Unrealized +30.6%
VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF 0.5%
Value ($000) $1 Shares 26,389 Est. Cost $50.44 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $1 Shares 11,601 Est. Cost $82.31 Unrealized +6.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1 Shares 10,146 Est. Cost $60.71 Unrealized +44.4%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1 Shares 1,857 Est. Cost $239.74 Unrealized +106.5%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $1 Shares 12,858 Est. Cost $113.57 Unrealized -29.7%
META META PLATFORMS INC CL A 0.4%
Value ($000) $1 Shares 7,128 Est. Cost $176.68 Unrealized -34.0%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $1 Shares 5,543 Est. Cost $90.73 Unrealized +43.0%
SPIP SPDR TIPS ETF 0.3%
Value ($000) $1 Shares 30,103 Est. Cost $34.61 Unrealized
EBAY EBAY INC 0.3%
Value ($000) $1 Shares 17,999 Est. Cost $37.96 Unrealized +2.7%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1 Shares 9,176 Est. Cost $92.24 Unrealized -20.4%
BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS 0.3%
Value ($000) $1 Shares 8,064 Est. Cost $163.74 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.3%
Value ($000) $1 Shares 9,227 Est. Cost $73.95 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.3%
Value ($000) $1 Shares 26,511 Est. Cost $24.98 Unrealized
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $1 Shares 6,801 Est. Cost $47.40 Unrealized +74.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1 Shares 3,261 Est. Cost $110.04 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1 Shares 15,311 Est. Cost $31.75 Unrealized -3.1%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $1 Shares 1,375 Est. Cost $245.47 Unrealized +64.6%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF 0.2%
Value ($000) $1 Shares 16,619 Est. Cost $33.99 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $1 Shares 2,132 Est. Cost $181.81 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $0 Shares 17,166 Est. Cost $30.11 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $0 Shares 2,621 Est. Cost $107.03 Unrealized +43.2%
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 9,033 Est. Cost $29.75 Unrealized +35.1%
MMM 3M COMPANY 0.2%
Value ($000) $0 Shares 3,558 Est. Cost $80.00 Unrealized +13.3%
TSLA TESLA INC 0.2%
Value ($000) $0 Shares 3,451 Est. Cost $231.22 Unrealized -18.1%
WMT WALMART INC 0.2%
Value ($000) $0 Shares 2,737 Est. Cost $39.85 Unrealized +14.6%
SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF 0.2%
Value ($000) $0 Shares 8,289 Est. Cost $46.13 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $0 Shares 4,320 Est. Cost $107.17 Unrealized -12.0%
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $0 Shares 4,538 Est. Cost $87.08 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $0 Shares 1,365 Est. Cost $114.44 Unrealized +114.3%
BP BP PLC SPON ADR 0.2%
Value ($000) $0 Shares 10,200 Est. Cost $28.50 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $0 Shares 1,922 Est. Cost $129.49 Unrealized +21.3%
VUSB VANGUARD ULTRA SHORT BOND ETF 0.1%
Value ($000) $0 Shares 6,849 Est. Cost $0.05 Unrealized
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $0 Shares 1,892 Est. Cost $165.60 Unrealized
ISHARES IBONDS DEC 2023 TERM TREASURY ETF 0.1%
Value ($000) $0 Shares 12,565 Est. Cost $0.02 Unrealized
T AT&T INC 0.1%
Value ($000) $0 Shares 15,637 Est. Cost $15.84 Unrealized -4.6%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $0 Shares 1,398 Est. Cost $254.82 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $0 Shares 2,557 Est. Cost $76.13 Unrealized +26.5%
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.1%
Value ($000) $0 Shares 7,052 Est. Cost $40.37 Unrealized
DE DEERE & CO 0.1%
Value ($000) $0 Shares 632 Est. Cost $320.79 Unrealized +21.2%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $0 Shares 1,866 Est. Cost $94.82 Unrealized +18.9%
KLAC KLA CORP 0.1%
Value ($000) $0 Shares 602 Est. Cost $58.45 Unrealized +478.2%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $0 Shares 1,155 Est. Cost $196.61 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $0 Shares 1,750 Est. Cost $51.19 Unrealized +113.7%
XLE SECTOR ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $0 Shares 2,085 Est. Cost $33.29 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.1%
Value ($000) $0 Shares 2,128 Est. Cost $65.91 Unrealized +0.7%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 1,378 Est. Cost $75.19 Unrealized +51.7%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $0 Shares 1,290 Est. Cost $150.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $0 Shares 310 Est. Cost $192.00 Unrealized +160.6%
ROBO EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETF 0.1%
Value ($000) $0 Shares 3,528 Est. Cost $63.57 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 328 Est. Cost $357.29 Unrealized +19.4%
F FORD MOTOR CO NEW 0.1%
Value ($000) $0 Shares 13,081 Est. Cost $7.40 Unrealized +36.0%
AMCOR PLC ORD USD 0.01 0.1%
Value ($000) $0 Shares 12,779 Est. Cost $8.52 Unrealized +20.1%
PEP PEPSICO INC 0.1%
Value ($000) $0 Shares 839 Est. Cost $97.93 Unrealized +64.3%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $0 Shares 931 Est. Cost $64.77 Unrealized +136.5%
AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF 0.1%
Value ($000) $0 Shares 3,399 Est. Cost $49.01 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $0 Shares 374 Est. Cost $213.30 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $0 Shares 3,239 Est. Cost $34.03 Unrealized -1.6%
ABBV ABBVIE INC 0.1%
Value ($000) $0 Shares 746 Est. Cost $88.51 Unrealized +55.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $0 Shares 1,115 Est. Cost $86.91 Unrealized
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $0 Shares 1,457 Est. Cost $74.34 Unrealized -4.3%
EOG EOG RESOURCES INC 0.1%
Value ($000) $0 Shares 911 Est. Cost $78.07 Unrealized +50.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $0 Shares 624 Est. Cost $164.19 Unrealized
IEO ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $0 Shares 1,104 Est. Cost $74.05 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $54.22 Unrealized +20.7%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 239 Est. Cost $407.34 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 1,956 Est. Cost $38.63 Unrealized +4.9%
MDY SPDR S&P MID CAP 400 ETF 0.0%
Value ($000) $0 Shares 212 Est. Cost $304.25 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $0 Shares 2,414 Est. Cost $29.03 Unrealized
ITA ISHARES U S AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $0 Shares 825 Est. Cost $8.74 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR 0.0%
Value ($000) $0 Shares 1,222 Est. Cost $15.53 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $0 Shares 4,022 Est. Cost $33.55 Unrealized
IYR ISHARES U S REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 933 Est. Cost $64.03 Unrealized
UNITED STATES STEEL CORP NEW 0.0%
Value ($000) $0 Shares 3,162 Est. Cost $23.46 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 1,115 Est. Cost $35.79 Unrealized +66.5%
ASH ASHLAND INC 0.0%
Value ($000) $0 Shares 708 Est. Cost $49.37 Unrealized +99.6%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $0 Shares 1,764 Est. Cost $37.98 Unrealized +7.5%
GLTR ABERDEEN PHYSICAL PRECIOUS METALS BASKET SHS ETF 0.0%
Value ($000) $0 Shares 802 Est. Cost $96.53 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $0 Shares 380 Est. Cost $199.60 Unrealized -18.1%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 921 Est. Cost $36.84 Unrealized
XLK SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 571 Est. Cost $86.29 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $0 Shares 2,090 Est. Cost $23.16 Unrealized +30.6%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 533 Est. Cost $100.68 Unrealized -5.0%
ASML ASML HOLDING NV NY REGISTRY SHS NEW 2012 0.0%
Value ($000) $0 Shares 117 Est. Cost $521.36 Unrealized
XLF SECTOR FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 1,816 Est. Cost $26.54 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 724 Est. Cost $71.26 Unrealized +3.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 1,608 Est. Cost $60.48 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 395 Est. Cost $114.32 Unrealized +23.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 540 Est. Cost $122.33 Unrealized -11.0%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 168 Est. Cost $233.87 Unrealized +20.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 761 Est. Cost $24.75 Unrealized +1.0%
XLC SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 1,032 Est. Cost $47.79 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $0 Shares 1,019 Est. Cost $43.00 Unrealized -3.6%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $0 Shares 888 Est. Cost $51.23 Unrealized
XLV SECTOR HEALTHCARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 354 Est. Cost $90.34 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $0 Shares 1,379 Est. Cost $26.88 Unrealized +18.0%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $0 Shares 215 Est. Cost $23.44 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 657 Est. Cost $84.40 Unrealized -21.8%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 961 Est. Cost $34.48 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $0 Shares 301 Est. Cost $128.59 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORP BOND ETF 0.0%
Value ($000) $0 Shares 1,445 Est. Cost $30.67 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $0 Shares 199 Est. Cost $152.14 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $0 Shares 1,909 Est. Cost $16.30 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 1,068 Est. Cost $45.01 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 230 Est. Cost $156.29 Unrealized -0.8%
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $0 Shares 497 Est. Cost $65.12 Unrealized +15.8%
MRK MERCK & COMPANY INC NEW 0.0%
Value ($000) $0 Shares 352 Est. Cost $65.74 Unrealized +41.2%
SLX VANECK STEEL ETF 0.0%
Value ($000) $0 Shares 649 Est. Cost $58.87 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 805 Est. Cost $31.98 Unrealized +9.6%
BIBL NORTHERN LIGHTS INSPIRE 100 ETF 0.0%
Value ($000) $0 Shares 1,197 Est. Cost $0.03 Unrealized
ABRDN ASIA PACIFIC INCOME FUND INC 0.0%
Value ($000) $0 Shares 12,879 Est. Cost $0.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 817 Est. Cost $24.62 Unrealized +32.1%
BMO BANK MONTREAL QUEBEC 0.0%
Value ($000) $0 Shares 350 Est. Cost $43.08 Unrealized +87.9%
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $0 Shares 505 Est. Cost $33.86 Unrealized +70.4%
BMY BRISTOL MYERS SQUIBB COMPANY 0.0%
Value ($000) $0 Shares 449 Est. Cost $45.56 Unrealized +43.2%
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 205 Est. Cost $70.60 Unrealized +108.1%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $0 Shares 278 Est. Cost $35.62 Unrealized +198.8%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $0 Shares 181 Est. Cost $143.57 Unrealized +3.1%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $0 Shares 847 Est. Cost $39.39 Unrealized -7.2%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $803.81 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 368 Est. Cost $33.76 Unrealized +126.9%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $0 Shares 141 Est. Cost $98.06 Unrealized +101.4%
LLY ELI LILLY & CO 0.0%
Value ($000) $0 Shares 82 Est. Cost $61.53 Unrealized +462.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 294 Est. Cost $74.38 Unrealized +9.3%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $40.18 Unrealized +18.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 205 Est. Cost $137.46 Unrealized +1.0%
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF 0.0%
Value ($000) $0 Shares 562 Est. Cost $54.40 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $0 Shares 363 Est. Cost $63.80 Unrealized +10.8%
CLF CLEVELAND CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 1,760 Est. Cost $16.28 Unrealized -7.5%
DAL DELTA AIRLINES INC NEW 0.0%
Value ($000) $0 Shares 846 Est. Cost $29.07 Unrealized +10.9%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $0 Shares 149 Est. Cost $215.67 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 501 Est. Cost $32.80 Unrealized +40.5%
PAVE GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $0 Shares 1,027 Est. Cost $25.24 Unrealized
GSK GSK PLC SPONSORED ADR NEW 0.0%
Value ($000) $0 Shares 769 Est. Cost $28.61 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $0 Shares 612 Est. Cost $39.06 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $532.51 Unrealized -1.4%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 964 Est. Cost $35.56 Unrealized -25.1%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 139 Est. Cost $110.29 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 929 Est. Cost $10.81 Unrealized +127.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 101 Est. Cost $126.72 Unrealized +80.6%
ESGV VANGUARD ESG U S STOCK ETF 0.0%
Value ($000) $0 Shares 387 Est. Cost $75.96 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 132 Est. Cost $255.87 Unrealized -36.1%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $0 Shares 92 Est. Cost $59.68 Unrealized +303.9%
IVT INVENTRUST PROPERTIES CORP NEW 0.0%
Value ($000) $0 Shares 1,031 Est. Cost $27.00 Unrealized
XME SPDR SERIES TRUST S&P METALS & MINING ETF 0.0%
Value ($000) $0 Shares 470 Est. Cost $34.84 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $0 Shares 669 Est. Cost $33.74 Unrealized -0.6%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $162.05 Unrealized +58.3%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $0 Shares 960 Est. Cost $31.36 Unrealized
LIVENT CORP 0.0%
Value ($000) $0 Shares 1,105 Est. Cost $19.70 Unrealized
PLXS PLEXUS CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $53.00 Unrealized +90.7%
GAL SPDR SSGA GLOBAL ALLOCATION ETF 0.0%
Value ($000) $0 Shares 520 Est. Cost $37.78 Unrealized
IP INTL PAPER COMPANY 0.0%
Value ($000) $0 Shares 582 Est. Cost $34.77 Unrealized -13.7%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $0 Shares 164 Est. Cost $50.77 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $104.38 Unrealized +8.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 223 Est. Cost $55.26 Unrealized +28.1%
HEARTLAND FINL USA INC 0.0%
Value ($000) $0 Shares 398 Est. Cost $36.11 Unrealized
SNDR SCHNEIDER NATL INC WI CL B 0.0%
Value ($000) $0 Shares 812 Est. Cost $19.99 Unrealized +17.0%
BCML BAYCOM CORP 0.0%
Value ($000) $0 Shares 1,002 Est. Cost $15.58 Unrealized +12.1%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $124.80 Unrealized +76.9%
SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF 0.0%
Value ($000) $0 Shares 314 Est. Cost $94.86 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $0 Shares 212 Est. Cost $81.62 Unrealized
OLN OLIN CORP NEW 0.0%
Value ($000) $0 Shares 347 Est. Cost $21.78 Unrealized +127.5%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $0 Shares 184 Est. Cost $61.91 Unrealized +40.1%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 401 Est. Cost $43.06 Unrealized -1.1%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 235 Est. Cost $78.07 Unrealized +0.7%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 1,535 Est. Cost $9.31 Unrealized -2.8%
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $0 Shares 212 Est. Cost $56.74 Unrealized +22.9%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $0 Shares 770 Est. Cost $28.76 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 244 Est. Cost $53.91 Unrealized +10.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 419 Est. Cost $49.75 Unrealized
HANCOCK JOHN PREFERRED INCOME FUND II 0.0%
Value ($000) $0 Shares 1,052 Est. Cost $0.02 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 133 Est. Cost $101.91 Unrealized -8.3%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $92.22 Unrealized +176.0%
GBTC GRAYSCALE BITCOIN TRUST BTC ACCD INVS 0.0%
Value ($000) $0 Shares 1,931 Est. Cost $49.90 Unrealized
XLI SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 162 Est. Cost $62.99 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 125 Est. Cost $129.60 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $128.85 Unrealized +46.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 98 Est. Cost $110.42 Unrealized +28.9%
SO SOUTHERN COMPANY 0.0%
Value ($000) $0 Shares 201 Est. Cost $53.29 Unrealized +11.9%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $0 Shares 46 Est. Cost $246.73 Unrealized +5.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 163 Est. Cost $0.09 Unrealized
XLB SECTOR MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 181 Est. Cost $51.20 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.51 Unrealized +61.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 252 Est. Cost $38.28 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 99 Est. Cost $70.11 Unrealized +62.7%
OSK OSHKOSH CORP 0.0%
Value ($000) $0 Shares 148 Est. Cost $84.48 Unrealized -4.1%
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX ETF 0.0%
Value ($000) $0 Shares 209 Est. Cost $42.20 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $0 Shares 420 Est. Cost $113.51 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $348.13 Unrealized -7.6%
ILMN ILLUMINA, INC. 0.0%
Value ($000) $0 Shares 58 Est. Cost $178.14 Unrealized +16.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 202 Est. Cost $55.27 Unrealized -2.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $0 Shares 52 Est. Cost $202.75 Unrealized +11.5%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 91 Est. Cost $92.34 Unrealized +40.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 195 Est. Cost $12.67 Unrealized +368.2%
XLU SELECT UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 159 Est. Cost $60.47 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS ETF 0.0%
Value ($000) $0 Shares 272 Est. Cost $40.34 Unrealized
ACVF ETFS AMERICAN CONSERVATIVE VALUES ETF 0.0%
Value ($000) $0 Shares 370 Est. Cost $0.03 Unrealized
MAGA ETF SOLUTIONS POINT BRIDGE AMERICA FIRST ETF 0.0%
Value ($000) $0 Shares 277 Est. Cost $36.10 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 53 Est. Cost $247.51 Unrealized -24.6%
HBAN HUNTINGTON BANCSHRES INC 0.0%
Value ($000) $0 Shares 754 Est. Cost $10.99 Unrealized +13.7%
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $0 Shares 76 Est. Cost $112.80 Unrealized +9.1%
TPLC TIMOTHY PLAN U S LARGE MID CAP CORE ETF 0.0%
Value ($000) $0 Shares 318 Est. Cost $31.65 Unrealized
BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST 0.0%
Value ($000) $0 Shares 520 Est. Cost $0.02 Unrealized
ENCORE WIRE CORP 0.0%
Value ($000) $0 Shares 76 Est. Cost $118.42 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $0 Shares 882 Est. Cost $0.01 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $0 Shares 69 Est. Cost $146.82 Unrealized
MKC MC CORMICK & CO INC NON VOTING 0.0%
Value ($000) $0 Shares 115 Est. Cost $51.36 Unrealized +45.7%
PFF ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETF 0.0%
Value ($000) $0 Shares 312 Est. Cost $36.50 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $0 Shares 91 Est. Cost $167.54 Unrealized -32.5%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF 0.0%
Value ($000) $0 Shares 185 Est. Cost $70.65 Unrealized
HMC HONDA MOTOR LTD ADR REPSTG 1 ORD 0.0%
Value ($000) $0 Shares 409 Est. Cost $28.30 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 104 Est. Cost $96.74 Unrealized -16.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 210 Est. Cost $28.19 Unrealized +21.9%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 65 Est. Cost $65.57 Unrealized +94.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $381.20 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 120 Est. Cost $62.94 Unrealized +22.5%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $115.42 Unrealized +10.9%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $117.88 Unrealized +147.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 68 Est. Cost $80.87 Unrealized +31.8%
HLN HALEON PLC ADR 0.0%
Value ($000) $0 Shares 950 Est. Cost $6.32 Unrealized
DG DOLLAR GENL CORP NEW 0.0%
Value ($000) $0 Shares 34 Est. Cost $105.29 Unrealized +121.4%
BTI BRITISH AMERN TOBACCO PLC SPONS ADR 25P 0.0%
Value ($000) $0 Shares 206 Est. Cost $44.19 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $0 Shares 117 Est. Cost $94.11 Unrealized
BARCLAYS BANK IPATH SER B BLOOMBERG INDL METALS SUBINDEX ETN 0.0%
Value ($000) $0 Shares 126 Est. Cost $55.56 Unrealized
CHARGEPOINT HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 840 Est. Cost $34.52 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 222 Est. Cost $15.83 Unrealized +69.1%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $0 Shares 75 Est. Cost $134.25 Unrealized -33.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 68 Est. Cost $64.86 Unrealized +30.8%
USB U S BANCORP DE NEW 0.0%
Value ($000) $0 Shares 155 Est. Cost $37.82 Unrealized -3.0%
VOD VODAFONE GROUP PLC NEW SPON ADR NO PAR 0.0%
Value ($000) $0 Shares 684 Est. Cost $32.43 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $0 Shares 205 Est. Cost $34.15 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $0 Shares 26 Est. Cost $196.00 Unrealized +16.4%
BCE BCE INC NEW 0.0%
Value ($000) $0 Shares 167 Est. Cost $37.15 Unrealized -4.7%
SNY SANOFI SPON ADR 0.0%
Value ($000) $0 Shares 148 Est. Cost $48.72 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $0 Shares 255 Est. Cost $13.74 Unrealized +47.6%
BGS B&G FOODS INC NEW 0.0%
Value ($000) $0 Shares 524 Est. Cost $16.89 Unrealized -40.7%
KMI KINDER MORGAN INC DE 0.0%
Value ($000) $0 Shares 345 Est. Cost $10.34 Unrealized +46.8%
IFF INTL FLAVOR & FRAGRANCES 0.0%
Value ($000) $0 Shares 56 Est. Cost $112.53 Unrealized -20.1%
ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETF 0.0%
Value ($000) $0 Shares 163 Est. Cost $55.21 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $0 Shares 160 Est. Cost $31.86 Unrealized
TOTALENERGIES SE SPON ADR 0.0%
Value ($000) $0 Shares 89 Est. Cost $45.98 Unrealized
WWJD NORTHERN LIGHTS INSPIRE INTL ETF 0.0%
Value ($000) $0 Shares 216 Est. Cost $0.03 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 128 Est. Cost $84.75 Unrealized -51.8%
VFC V F CORP 0.0%
Value ($000) $0 Shares 201 Est. Cost $69.55 Unrealized -57.7%
XLP SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 87 Est. Cost $40.35 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $0 Shares 117 Est. Cost $44.66 Unrealized +13.8%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 228 Est. Cost $26.60 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 137 Est. Cost $33.78 Unrealized -5.7%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $34.96 Unrealized +78.8%
DIVERSIFIED HEALTHCARE TRUST SR NOTE 6.25 02/01/2046 0.0%
Value ($000) $0 Shares 435 Est. Cost $20.86 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $0 Shares 49 Est. Cost $76.30 Unrealized +27.9%
BLES NORTHERN LIGHTS INSPIRE GLOBAL HOPE ETF 0.0%
Value ($000) $0 Shares 173 Est. Cost $0.03 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $70.97 Unrealized +13.1%
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $0 Shares 130 Est. Cost $41.57 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $0 Shares 54 Est. Cost $42.34 Unrealized +75.3%
CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS 0.0%
Value ($000) $0 Shares 652 Est. Cost $17.67 Unrealized -51.2%
IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC CL A 0.0%
Value ($000) $0 Shares 53 Est. Cost $228.23 Unrealized
ISMD NORTHERN LIGHTS INSPIRE SMALL/MID CAP ETF 0.0%
Value ($000) $0 Shares 173 Est. Cost $0.03 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 82 Est. Cost $27.88 Unrealized +72.4%
VISTA OUTDOOR INC 0.0%
Value ($000) $0 Shares 145 Est. Cost $34.48 Unrealized
TCEHY TENCENT HOLDINGS LTD UNSPON ADR 0.0%
Value ($000) $0 Shares 94 Est. Cost $51.53 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 440 Est. Cost $19.64 Unrealized -61.3%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $28.27 Unrealized +100.2%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SHS 0.0%
Value ($000) $0 Shares 64 Est. Cost $46.88 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $130.14 Unrealized -22.4%
VGIT VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF 0.0%
Value ($000) $0 Shares 66 Est. Cost $0.06 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $242.13 Unrealized +70.5%
BARRICK GOLD CORP 0.0%
Value ($000) $0 Shares 220 Est. Cost $19.31 Unrealized
RGR STURM RUGER & CO INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $68.89 Unrealized -21.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $227.30 Unrealized -1.8%
QUAD QUAD GRAPHICS INC CL A 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $20.68 Unrealized -84.6%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $70.69 Unrealized +31.9%
GM GENERAL MOTORS CO 0.0%
Value ($000) $0 Shares 83 Est. Cost $26.55 Unrealized +34.7%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 41 Est. Cost $57.93 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $59.28 Unrealized -16.3%
BIDU BAIDU INC SPON ADR REPSTG ORD SHS CL A 0.0%
Value ($000) $0 Shares 22 Est. Cost $164.95 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $371.45 Unrealized +47.7%
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $16.43 Unrealized -80.4%
GLOBAL X CANNABIS NEW ETF 0.0%
Value ($000) $0 Shares 264 Est. Cost $15.15 Unrealized
SJM SMUCKER JM COMPANY NEW 0.0%
Value ($000) $0 Shares 19 Est. Cost $81.78 Unrealized +63.2%
BRCC BRC INC CL A 0.0%
Value ($000) $0 Shares 500 Est. Cost $17.65 Unrealized -63.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $250.86 Unrealized -10.4%
CLX CLOROX COMPANY 0.0%
Value ($000) $0 Shares 20 Est. Cost $129.06 Unrealized -0.9%
TRP TC ENERGY CORP 0.0%
Value ($000) $0 Shares 77 Est. Cost $38.70 Unrealized -4.9%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 46 Est. Cost $38.08 Unrealized +94.1%
CYBER ARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.18 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $147.45 Unrealized +55.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 39 Est. Cost $67.06 Unrealized +2.9%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $0 Shares 597 Est. Cost $17.92 Unrealized
HHDS HIGHLANDS REIT INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.30 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $0 Shares 67 Est. Cost $49.53 Unrealized
EQIX EQUINIX INC PAR $0.001 0.0%
Value ($000) $0 Shares 4 Est. Cost $674.73 Unrealized -14.2%
XLRE SELECT SECTOR TR REAL ESTATE SPDR ETF 0.0%
Value ($000) $0 Shares 87 Est. Cost $34.88 Unrealized
MATV MATIV HOLDINGS INC 0.0%
Value ($000) $0 Shares 144 Est. Cost $19.55 Unrealized -3.7%
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $20.59 Unrealized +15.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $123.58 Unrealized +15.9%
YETI YETI HOLDINGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $64.57 Unrealized -41.9%
MPT MEDICAL PROPERTIES TRUST 0.0%
Value ($000) $0 Shares 211 Est. Cost $17.58 Unrealized
GINKGO BIOWORKS HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 1,350 Est. Cost $2.96 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $183.47 Unrealized -22.7%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $38.38 Unrealized +73.8%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $0 Shares 147 Est. Cost $0.01 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $61.29 Unrealized -60.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $153.85 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $0 Shares 515 Est. Cost $11.78 Unrealized -59.5%
RPD RAPID7 INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $16.91 Unrealized +111.5%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $0 Shares 127 Est. Cost $76.89 Unrealized -61.7%
BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 0.0%
Value ($000) $0 Shares 197 Est. Cost $15.55 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 57 Est. Cost $35.08 Unrealized
PTON PELOTON INTERACTIVE INC CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $43.49 Unrealized -77.9%
ALLETE INC NEW 0.0%
Value ($000) $0 Shares 27 Est. Cost $82.86 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $95.63 Unrealized +1.9%
TRTX TPG RE FINANCE TRUST INC 0.0%
Value ($000) $0 Shares 337 Est. Cost $12.47 Unrealized
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $45.36 Unrealized -10.5%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 18 Est. Cost $111.11 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $97.11 Unrealized -1.6%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $0 Shares 283 Est. Cost $18.11 Unrealized -41.8%
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value ($000) $0 Shares 521 Est. Cost $10.81 Unrealized
WBD WARNER BROS DISCOVERY INC SER A 0.0%
Value ($000) $0 Shares 258 Est. Cost $18.55 Unrealized -39.1%
STX SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO 0.0%
Value ($000) $0 Shares 37 Est. Cost $64.08 Unrealized -25.0%
BYDDY BYD CO LTD UNSPON ADR 0.0%
Value ($000) $0 Shares 43 Est. Cost $39.48 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $0 Shares 66 Est. Cost $25.01 Unrealized +10.2%
LNG CHENIERE ENERGY INC NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $136.20 Unrealized +22.9%
CX CEMEX S A B DE CV SPONS ADR NEW REPS TEN ORD PARTICIPATION CERTS 0.0%
Value ($000) $0 Shares 141 Est. Cost $8.00 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $90.91 Unrealized
XIACF XIAOMI CORP CL B 0.0%
Value ($000) $0 Shares 860 Est. Cost $3.43 Unrealized -63.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 221 Est. Cost $36.22 Unrealized
SUNPOWER CORP 0.0%
Value ($000) $0 Shares 52 Est. Cost $19.23 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $30.54 Unrealized +27.6%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $48.44 Unrealized -6.5%
IFNNY INFINEON TECHNOLOGIES AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $0 Shares 43 Est. Cost $23.26 Unrealized
TISI TEAM INC NEW 0.0%
Value ($000) $0 Shares 140 Est. Cost $7.61 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 62 Est. Cost $203.34 Unrealized -86.7%
LUMN LUMEN TECHNOLOGIES INC LA 0.0%
Value ($000) $0 Shares 117 Est. Cost $8.72 Unrealized -29.6%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.76 Unrealized +81.1%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $17.18 Unrealized +95.4%
BLUEGREEN VACATIONS HOLDING CORP CL A 0.0%
Value ($000) $0 Shares 41 Est. Cost $24.39 Unrealized
SPT SPROUT SOCIAL INC CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $113.33 Unrealized -48.2%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.71 Unrealized
OPITQ OFFICE PROPERTIES INCOME TRUST SBI 0.0%
Value ($000) $0 Shares 110 Est. Cost $24.90 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.99 Unrealized +35.4%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $0 Shares 98 Est. Cost $19.65 Unrealized -31.0%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 32 Est. Cost $20.14 Unrealized +73.6%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $263.53 Unrealized -23.9%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $104.66 Unrealized -16.8%
DJT DIGITAL WORLD ACQUISITION CORP CL A 0.0%
Value ($000) $0 Shares 34 Est. Cost $62.33 Unrealized -68.7%
ALLSPRING ADVANTAGE MULTI SECTOR INCOME FUND 0.0%
Value ($000) $0 Shares 147 Est. Cost $0.01 Unrealized
EVGO EVGO INC CL A 0.0%
Value ($000) $0 Shares 278 Est. Cost $9.51 Unrealized -32.1%
EZA ISHARES MSCI SOUTH AFRICA ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.71 Unrealized
FUELCELL ENERGY INC PAR 0.0%
Value ($000) $0 Shares 350 Est. Cost $11.43 Unrealized
FNF FIDELITY NATIONAL FINANCIAL INC NEW FNF GROUP COM 0.0%
Value ($000) $0 Shares 36 Est. Cost $30.01 Unrealized +6.2%
MTW MANITOWOC COMPANY INC NEW 0.0%
Value ($000) $0 Shares 152 Est. Cost $10.12 Unrealized -9.9%
OILK PROSHARES K-1 FREE CRUDE OIL STRATEGY NEW ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $76.92 Unrealized
CRRC CORP LTD SHS H 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $0.71 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $12.97 Unrealized +178.4%
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $55.51 Unrealized +31.9%
HUN HUNTSMAN CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $24.92 Unrealized +9.2%
GWLLY GREAT WALL MOTOR CO LTD ADR 0.0%
Value ($000) $0 Shares 60 Est. Cost $16.67 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $122.01 Unrealized -17.2%
PANASONIC HOLDINGS CORP ADR 0.0%
Value ($000) $0 Shares 102 Est. Cost $10.00 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $0 Shares 27 Est. Cost $32.13 Unrealized
GNENF GANFENG LITHIUM GROUP CO LTD SHS H 0.0%
Value ($000) $0 Shares 106 Est. Cost $10.07 Unrealized -23.2%
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $0 Shares 248 Est. Cost $0.00 Unrealized
GE GENERAL ELECTRIC CO NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.21 Unrealized +11.9%
GDXJ VANECK JR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 40 Est. Cost $49.97 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $0 Shares 51 Est. Cost $19.04 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS UNIT LTD PARTNERSHIP 0.0%
Value ($000) $0 Shares 22 Est. Cost $60.61 Unrealized
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $0 Shares 117 Est. Cost $52.44 Unrealized -85.9%
S SENTINELONE INC CL A 0.0%
Value ($000) $0 Shares 90 Est. Cost $44.56 Unrealized -58.5%
PLURI INC 0.0%
Value ($000) $0 Shares 206 Est. Cost Unrealized
BROOKFIELD INFRASTRUCTURE CORP SUB VTG SHS CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SOTGY SUNNY OPTICAL TECH GRP COMPANY LTD ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
ARCONIC CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SEII SHARING ECONOMY INTL INC NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.03 Unrealized -82.4%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.28 Unrealized 0.0%
PLUG PLUG POWER INC NEW 0.0%
Value ($000) $0 Shares 31 Est. Cost $33.73 Unrealized -52.8%
PHUNWARE INC 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
AMARIN CORP PLC SPONSORED ADR NEW 0.0%
Value ($000) $0 Shares 144 Est. Cost $20.83 Unrealized
ROKU ROKU INC SER A 0.0%
Value ($000) $0 Shares 12 Est. Cost $96.89 Unrealized -46.1%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.97 Unrealized -52.9%
AMC ENTERTAINMENT HLDGS INC PFD EQUITY UNIT 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
AMC ENTERTAINMENT HLDGS INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $83.33 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
ALERISLIFE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
SMTLF GCL NEW ENERGY HOLDINGS LTD PAR HK$0.083 0.0%
Value ($000) $0 Shares 63 Est. Cost $0.14 Unrealized 0.0%
GLATFELTER CORP 0.0%
Value ($000) $0 Shares 143 Est. Cost Unrealized
PROTERRA INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $14.93 Unrealized
HYLN HYLIION HOLDINGS CORP CL A 0.0%
Value ($000) $0 Shares 89 Est. Cost $22.75 Unrealized -88.1%
NYT NEW YORK TIMES CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $41.45 Unrealized -24.2%
NUVEEN AMT FREE MUN CREDIT INCOME FUND 0.0%
Value ($000) $0 Shares 39 Est. Cost Unrealized
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $0 Shares 31 Est. Cost $32.26 Unrealized
MAXEON SOLAR TECHNOLOGIES LTD 0.0%
Value ($000) $0 Shares 26 Est. Cost $38.46 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $9.56 Unrealized -25.7%
FUVV ARCIMOTO INC NEW 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.91 Unrealized 0.0%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.85 Unrealized 0.0%
DJTWW DIGITAL WORLD WTS EXP 06/30/28 ACQUISITION CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
DHC DIVERSIFIED HEALTHCARE TRUST SBI 0.0%
Value ($000) $0 Shares 59 Est. Cost Unrealized
ADAMIS PHARMACEUTICALS CORP NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost $5.12 Unrealized
XPEV XPENG INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.71 Unrealized
VC VISTEON CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.56 Unrealized +90.6%
AURORA CANNABIS INC NEW 0.0%
Value ($000) $0 Shares 53 Est. Cost Unrealized
YINGLI GREEN ENERGY HLDG COMPANY LTD ADR NEW 0.0%
Value ($000) $0 Shares 225 Est. Cost Unrealized
LDK SOLAR CO LTD SPON ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
AVANTAIR INC 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.93 Unrealized -18.4%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
DOGP CANNABIS SATIVA INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $5.37 Unrealized -99.0%
CNNXF CANNAMERICA BRANDS CORP 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $0.19 Unrealized -96.4%
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.34 Unrealized +4.3%
WNDW SOLARWINDOW TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 216 Est. Cost $5.33 Unrealized -66.4%
CONTAINER STORE GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
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 -82.7%
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.89 Unrealized -70.1%
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $184.26 Unrealized -66.5%