Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value ($000): $278 (100.0% shares, 0.0% debt)

Holdings (461)

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW 9.9%
Value ($000) $28 Shares 301,097 Est. Cost $91.50 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 9.7%
Value ($000) $27 Shares 468,197 Est. Cost $59.31 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 9.6%
Value ($000) $27 Shares 489,769 Est. Cost $33.78 Unrealized
AAPL APPLE INC 9.4%
Value ($000) $26 Shares 134,763 Est. Cost $87.57 Unrealized +96.5%
MSFT MICROSOFT CORP 5.5%
Value ($000) $15 Shares 45,359 Est. Cost $90.97 Unrealized +237.7%
SHV ISHARES SHORT TREASURY BOND ETF 4.4%
Value ($000) $12 Shares 111,975 Est. Cost $101.36 Unrealized
AMZN AMAZON.COM INC 4.4%
Value ($000) $12 Shares 94,081 Est. Cost $121.59 Unrealized -6.1%
NVDA NVIDIA CORP 4.3%
Value ($000) $12 Shares 28,290 Est. Cost $17.21 Unrealized +92.7%
QQQ INVESCO QQQ ETF 4.0%
Value ($000) $11 Shares 30,188 Est. Cost $242.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B NEW 3.1%
Value ($000) $9 Shares 25,540 Est. Cost $187.32 Unrealized +74.2%
GOOG ALPHABET INC CL C 2.9%
Value ($000) $8 Shares 67,872 Est. Cost $107.50 Unrealized +6.9%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET 2.0%
Value ($000) $5 Shares 54,783 Est. Cost $100.56 Unrealized
V VISA INC CL A 1.8%
Value ($000) $5 Shares 20,724 Est. Cost $141.31 Unrealized +58.8%
SYK STRYKER CORP 1.6%
Value ($000) $5 Shares 15,014 Est. Cost $152.64 Unrealized +84.3%
SHY ISHARES 1-3 YR TREASURY BOND ETF 1.4%
Value ($000) $4 Shares 48,366 Est. Cost $86.67 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 1.3%
Value ($000) $4 Shares 36,896 Est. Cost $0.10 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $4 Shares 24,249 Est. Cost $85.26 Unrealized +52.1%
ADBE ADOBE INC 1.1%
Value ($000) $3 Shares 6,085 Est. Cost $271.71 Unrealized +48.3%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.0%
Value ($000) $3 Shares 84,177 Est. Cost $36.14 Unrealized
MRVL MARVELL TECHNOLOGY INC 1.0%
Value ($000) $3 Shares 45,205 Est. Cost $48.82 Unrealized -1.4%
CRM SALESFORCE INC 1.0%
Value ($000) $3 Shares 12,623 Est. Cost $138.50 Unrealized +45.6%
NFLX NETFLIX INC 1.0%
Value ($000) $3 Shares 6,030 Est. Cost $24.98 Unrealized +47.5%
META META PLATFORMS INC CL A 0.8%
Value ($000) $2 Shares 7,310 Est. Cost $177.34 Unrealized +38.2%
IAU ISHARES GOLD TRUST NEW 0.6%
Value ($000) $2 Shares 49,051 Est. Cost $31.53 Unrealized
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $2 Shares 3,734 Est. Cost $240.41 Unrealized
C CITIGROUP INC NEW 0.6%
Value ($000) $2 Shares 35,772 Est. Cost $41.51 Unrealized +3.0%
DIS WALT DISNEY CO 0.6%
Value ($000) $2 Shares 18,233 Est. Cost $120.96 Unrealized -23.5%
GLD SPDR GOLD TRUST GOLD SHARES 0.6%
Value ($000) $2 Shares 8,902 Est. Cost $139.65 Unrealized
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $2 Shares 2,925 Est. Cost $291.78 Unrealized +67.0%
NKE NIKE INC CL B 0.6%
Value ($000) $2 Shares 13,884 Est. Cost $87.23 Unrealized +27.6%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1 Shares 7,004 Est. Cost $130.00 Unrealized +35.1%
KO COCA-COLA COMPANY 0.5%
Value ($000) $1 Shares 23,813 Est. Cost $40.63 Unrealized +41.2%
MA MASTERCARD INC CL A 0.5%
Value ($000) $1 Shares 3,461 Est. Cost $279.11 Unrealized +32.5%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1 Shares 7,340 Est. Cost $116.28 Unrealized +36.8%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $1 Shares 17,913 Est. Cost $99.74 Unrealized -31.8%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1 Shares 11,403 Est. Cost $82.55 Unrealized +17.8%
VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF 0.4%
Value ($000) $1 Shares 21,895 Est. Cost $50.44 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1 Shares 10,105 Est. Cost $61.30 Unrealized +50.5%
TSLA TESLA INC 0.3%
Value ($000) $1 Shares 3,687 Est. Cost $228.39 Unrealized -12.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1 Shares 4,162 Est. Cost $86.26 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1 Shares 5,708 Est. Cost $92.11 Unrealized +53.4%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1 Shares 9,465 Est. Cost $91.78 Unrealized -13.5%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1 Shares 1,826 Est. Cost $239.74 Unrealized +81.0%
EBAY EBAY INC 0.3%
Value ($000) $1 Shares 18,159 Est. Cost $38.00 Unrealized +11.1%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.3%
Value ($000) $1 Shares 10,210 Est. Cost $67.32 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1 Shares 20,435 Est. Cost $31.88 Unrealized -2.1%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.3%
Value ($000) $1 Shares 28,623 Est. Cost $23.14 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1 Shares 1,303 Est. Cost $245.47 Unrealized +81.4%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $1 Shares 6,853 Est. Cost $47.40 Unrealized +77.4%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF 0.2%
Value ($000) $1 Shares 18,390 Est. Cost $30.72 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $1 Shares 18,533 Est. Cost $28.11 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $1 Shares 4,320 Est. Cost $107.17 Unrealized +6.6%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $1 Shares 2,084 Est. Cost $181.81 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $0 Shares 3,049 Est. Cost $112.26 Unrealized +27.6%
WMT WALMART INC 0.2%
Value ($000) $0 Shares 2,868 Est. Cost $40.22 Unrealized +21.7%
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $0 Shares 2,784 Est. Cost $127.49 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,368 Est. Cost $114.44 Unrealized +138.6%
SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF 0.1%
Value ($000) $0 Shares 8,681 Est. Cost $43.53 Unrealized
SPIP SPDR TIPS ETF 0.1%
Value ($000) $0 Shares 15,263 Est. Cost $34.61 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $0 Shares 10,748 Est. Cost $30.48 Unrealized +9.0%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $0 Shares 4,557 Est. Cost $87.08 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $0 Shares 3,555 Est. Cost $80.00 Unrealized -3.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $0 Shares 2,125 Est. Cost $131.32 Unrealized +13.4%
BP BP PLC SPON ADR 0.1%
Value ($000) $0 Shares 9,908 Est. Cost $28.50 Unrealized
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $0 Shares 1,897 Est. Cost $165.60 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $0 Shares 2,934 Est. Cost $79.02 Unrealized +26.1%
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.1%
Value ($000) $0 Shares 7,671 Est. Cost $37.34 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $0 Shares 602 Est. Cost $58.45 Unrealized +597.8%
ISHARES IBONDS DEC 2023 TERM TREASURY ETF 0.1%
Value ($000) $0 Shares 11,064 Est. Cost $0.02 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $0 Shares 1,878 Est. Cost $94.82 Unrealized +32.6%
DE DEERE & CO 0.1%
Value ($000) $0 Shares 636 Est. Cost $320.79 Unrealized +14.7%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $0 Shares 1,157 Est. Cost $196.61 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETF 0.1%
Value ($000) $0 Shares 3,528 Est. Cost $63.57 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.1%
Value ($000) $0 Shares 2,162 Est. Cost $66.12 Unrealized +14.9%
AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF 0.1%
Value ($000) $0 Shares 4,563 Est. Cost $36.52 Unrealized
F FORD MOTOR CO NEW 0.1%
Value ($000) $0 Shares 12,985 Est. Cost $7.50 Unrealized +42.6%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $0 Shares 1,098 Est. Cost $79.07 Unrealized +100.8%
T AT&T INC 0.1%
Value ($000) $0 Shares 11,638 Est. Cost $15.84 Unrealized -6.7%
XLE SECTOR ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $0 Shares 2,277 Est. Cost $30.49 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $0 Shares 383 Est. Cost $244.01 Unrealized +90.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 369 Est. Cost $365.67 Unrealized +18.0%
PEP PEPSICO INC 0.1%
Value ($000) $0 Shares 878 Est. Cost $100.37 Unrealized +69.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $0 Shares 1,555 Est. Cost $51.19 Unrealized +84.5%
LAM RESEARCH CORP 0.1%
Value ($000) $0 Shares 239 Est. Cost $407.34 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 1,279 Est. Cost $75.19 Unrealized +42.6%
ACVF ETFS AMERICAN CONSERVATIVE VALUES ETF 0.1%
Value ($000) $0 Shares 4,295 Est. Cost $0.03 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $0 Shares 1,327 Est. Cost $73.50 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $0 Shares 4,827 Est. Cost $27.96 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $0 Shares 1,089 Est. Cost $150.90 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $0 Shares 718 Est. Cost $124.38 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $0 Shares 381 Est. Cost $209.94 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $0 Shares 3,257 Est. Cost $34.03 Unrealized +8.0%
AMCOR PLC ORD USD 0.01 0.0%
Value ($000) $0 Shares 13,065 Est. Cost $8.54 Unrealized +9.3%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR 0.0%
Value ($000) $0 Shares 1,253 Est. Cost $15.20 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $0 Shares 1,459 Est. Cost $74.31 Unrealized -1.5%
ITA ISHARES U S AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $0 Shares 1,005 Est. Cost $7.21 Unrealized
ASML ASML HOLDING NV NY REGISTRY SHS NEW 2012 0.0%
Value ($000) $0 Shares 156 Est. Cost $391.20 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 2,015 Est. Cost $38.86 Unrealized +16.4%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $0 Shares 2,434 Est. Cost $29.03 Unrealized
XLK SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 573 Est. Cost $86.29 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 3,501 Est. Cost $27.80 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $0 Shares 716 Est. Cost $88.51 Unrealized +51.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $0 Shares 827 Est. Cost $78.07 Unrealized +33.8%
LNG CHENIERE ENERGY INC NEW 0.0%
Value ($000) $0 Shares 581 Est. Cost $149.90 Unrealized -1.2%
BA BOEING COMPANY 0.0%
Value ($000) $0 Shares 407 Est. Cost $200.50 Unrealized +3.6%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $54.22 Unrealized -5.0%
MDY SPDR S&P MID CAP 400 ETF 0.0%
Value ($000) $0 Shares 165 Est. Cost $304.25 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $0 Shares 2,090 Est. Cost $23.16 Unrealized +56.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 684 Est. Cost $85.57 Unrealized +21.5%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $0 Shares 1,789 Est. Cost $37.98 Unrealized -0.9%
UNITED STATES STEEL CORP NEW 0.0%
Value ($000) $0 Shares 2,875 Est. Cost $23.46 Unrealized
IEO ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $0 Shares 833 Est. Cost $74.05 Unrealized
GLTR ABERDEEN PHYSICAL PRECIOUS METALS BASKET SHS ETF 0.0%
Value ($000) $0 Shares 802 Est. Cost $96.53 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 1,132 Est. Cost $35.79 Unrealized +69.8%
XLC SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 1,036 Est. Cost $47.79 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $0 Shares 1,637 Est. Cost $0.04 Unrealized
IYR ISHARES U S REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 756 Est. Cost $64.03 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 547 Est. Cost $122.33 Unrealized -11.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 535 Est. Cost $100.68 Unrealized -7.5%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 754 Est. Cost $36.84 Unrealized
ASH ASHLAND INC 0.0%
Value ($000) $0 Shares 708 Est. Cost $49.37 Unrealized +76.3%
XLF SECTOR FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 1,833 Est. Cost $26.54 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 835 Est. Cost $71.10 Unrealized -1.5%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 798 Est. Cost $50.72 Unrealized +29.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $136.55 Unrealized -0.7%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $0 Shares 1,948 Est. Cost $27.04 Unrealized -1.6%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value ($000) $0 Shares 2,051 Est. Cost $0.02 Unrealized
HBAN HUNTINGTON BANCSHRES INC 0.0%
Value ($000) $0 Shares 5,107 Est. Cost $10.94 Unrealized -13.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 769 Est. Cost $24.75 Unrealized +9.8%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $0 Shares 1,033 Est. Cost $43.00 Unrealized +5.8%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 968 Est. Cost $34.48 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $0 Shares 217 Est. Cost $23.44 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 153 Est. Cost $233.87 Unrealized +18.2%
XLV SECTOR HEALTHCARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 357 Est. Cost $90.34 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $40.51 Unrealized +69.7%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $0 Shares 177 Est. Cost $122.79 Unrealized +78.9%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $0 Shares 1,464 Est. Cost $32.42 Unrealized -16.9%
KEY KEYCORP NEW 0.0%
Value ($000) $0 Shares 4,601 Est. Cost $12.13 Unrealized -25.8%
SLX VANECK STEEL ETF 0.0%
Value ($000) $0 Shares 649 Est. Cost $58.87 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 207 Est. Cost $70.60 Unrealized +141.3%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $0 Shares 297 Est. Cost $128.59 Unrealized
BIBL NORTHERN LIGHTS INSPIRE 100 ETF 0.0%
Value ($000) $0 Shares 1,254 Est. Cost $0.03 Unrealized
MRK MERCK & COMPANY INC NEW 0.0%
Value ($000) $0 Shares 354 Est. Cost $65.74 Unrealized +58.9%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $0 Shares 1,909 Est. Cost $16.30 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORP BOND ETF 0.0%
Value ($000) $0 Shares 1,369 Est. Cost $30.67 Unrealized
DAL DELTA AIRLINES INC NEW 0.0%
Value ($000) $0 Shares 846 Est. Cost $29.07 Unrealized +23.5%
LLY ELI LILLY & CO 0.0%
Value ($000) $0 Shares 82 Est. Cost $61.53 Unrealized +568.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 821 Est. Cost $31.98 Unrealized +14.4%
GBTC GRAYSCALE BITCOIN TRUST BTC ACCD INVS 0.0%
Value ($000) $0 Shares 1,905 Est. Cost $49.90 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $0 Shares 597 Est. Cost $51.23 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 272 Est. Cost $114.32 Unrealized +18.1%
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $0 Shares 511 Est. Cost $33.86 Unrealized +73.3%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $0 Shares 881 Est. Cost $39.40 Unrealized +0.7%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 142 Est. Cost $156.29 Unrealized +38.2%
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $0 Shares 499 Est. Cost $65.12 Unrealized -5.6%
ABRDN ASIA PACIFIC INCOME FUND INC 0.0%
Value ($000) $0 Shares 12,527 Est. Cost $0.00 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $0 Shares 121 Est. Cost $152.14 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 982 Est. Cost $35.43 Unrealized -13.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $0 Shares 197 Est. Cost $51.53 Unrealized
PAVE GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $0 Shares 1,032 Est. Cost $25.24 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $0 Shares 278 Est. Cost $35.62 Unrealized +208.6%
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF 0.0%
Value ($000) $0 Shares 570 Est. Cost $53.73 Unrealized
BMO BANK MONTREAL QUEBEC 0.0%
Value ($000) $0 Shares 350 Est. Cost $43.08 Unrealized +83.6%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $803.81 Unrealized
LIVENT CORP 0.0%
Value ($000) $0 Shares 1,105 Est. Cost $19.70 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $0 Shares 150 Est. Cost $215.67 Unrealized
ESGV VANGUARD ESG U S STOCK ETF 0.0%
Value ($000) $0 Shares 387 Est. Cost $75.96 Unrealized
CLF CLEVELAND CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 1,760 Est. Cost $16.28 Unrealized -2.6%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 139 Est. Cost $110.29 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $0 Shares 164 Est. Cost $143.73 Unrealized +7.5%
HPQ HP INC 0.0%
Value ($000) $0 Shares 947 Est. Cost $10.81 Unrealized +150.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 296 Est. Cost $74.38 Unrealized +13.6%
GSK GSK PLC SPONSORED ADR NEW 0.0%
Value ($000) $0 Shares 783 Est. Cost $28.31 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 700 Est. Cost $45.01 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $0 Shares 617 Est. Cost $39.06 Unrealized
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $0 Shares 92 Est. Cost $59.68 Unrealized +365.9%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $0 Shares 964 Est. Cost $31.36 Unrealized
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $163.25 Unrealized +59.8%
IVT INVENTRUST PROPERTIES CORP NEW 0.0%
Value ($000) $0 Shares 1,049 Est. Cost $27.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $532.51 Unrealized +0.5%
SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF 0.0%
Value ($000) $0 Shares 314 Est. Cost $94.86 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $0 Shares 676 Est. Cost $33.72 Unrealized -12.5%
XME SPDR SERIES TRUST S&P METALS & MINING ETF 0.0%
Value ($000) $0 Shares 473 Est. Cost $34.84 Unrealized
SNDR SCHNEIDER NATL INC WI CL B 0.0%
Value ($000) $0 Shares 817 Est. Cost $19.99 Unrealized +33.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 102 Est. Cost $126.72 Unrealized +61.4%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 239 Est. Cost $78.07 Unrealized +2.7%
BMY BRISTOL MYERS SQUIBB COMPANY 0.0%
Value ($000) $0 Shares 348 Est. Cost $45.56 Unrealized +29.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $104.38 Unrealized +27.1%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 126 Est. Cost $129.60 Unrealized
GAL SPDR SSGA GLOBAL ALLOCATION ETF 0.0%
Value ($000) $0 Shares 527 Est. Cost $37.35 Unrealized
PLXS PLEXUS CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $53.00 Unrealized +72.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $0 Shares 238 Est. Cost $63.80 Unrealized +19.4%
CGCP CAPITAL GROUP CORE PLUS INCOME CREATION UNIT ETF 0.0%
Value ($000) $0 Shares 897 Est. Cost $0.02 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 248 Est. Cost $53.91 Unrealized +34.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 553 Est. Cost $24.71 Unrealized +35.9%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $0 Shares 782 Est. Cost $28.32 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $0 Shares 420 Est. Cost $113.51 Unrealized
USB U S BANCORP DE NEW 0.0%
Value ($000) $0 Shares 571 Est. Cost $31.00 Unrealized -8.4%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $0 Shares 166 Est. Cost $50.16 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 79 Est. Cost $125.92 Unrealized +69.1%
OLN OLIN CORP NEW 0.0%
Value ($000) $0 Shares 343 Est. Cost $21.78 Unrealized +129.5%
XLI SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 164 Est. Cost $62.99 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $0 Shares 187 Est. Cost $81.62 Unrealized
KMI KINDER MORGAN INC DE 0.0%
Value ($000) $0 Shares 1,017 Est. Cost $13.57 Unrealized +9.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 99 Est. Cost $110.92 Unrealized +40.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 422 Est. Cost $49.75 Unrealized
BCML BAYCOM CORP 0.0%
Value ($000) $0 Shares 1,002 Est. Cost $15.58 Unrealized -0.8%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $129.76 Unrealized +52.4%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $0 Shares 189 Est. Cost $62.36 Unrealized +17.8%
HANCOCK JOHN PREFERRED INCOME FUND II 0.0%
Value ($000) $0 Shares 1,103 Est. Cost $0.02 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 1,573 Est. Cost $9.31 Unrealized -9.0%
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $0 Shares 212 Est. Cost $56.74 Unrealized +28.5%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 132 Est. Cost $255.87 Unrealized -47.9%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 133 Est. Cost $101.91 Unrealized -7.3%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 91 Est. Cost $92.34 Unrealized +51.9%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 252 Est. Cost $38.28 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 152 Est. Cost $0.09 Unrealized
XLB SECTOR MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 183 Est. Cost $51.20 Unrealized
ENCORE WIRE CORP 0.0%
Value ($000) $0 Shares 76 Est. Cost $118.42 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $0 Shares 46 Est. Cost $246.73 Unrealized +7.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $70.63 Unrealized +82.4%
SO SOUTHERN COMPANY 0.0%
Value ($000) $0 Shares 206 Est. Cost $53.40 Unrealized +22.3%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 405 Est. Cost $43.06 Unrealized -18.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $381.20 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS ETF 0.0%
Value ($000) $0 Shares 276 Est. Cost $39.90 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.51 Unrealized +113.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 264 Est. Cost $21.30 Unrealized +113.4%
HMC HONDA MOTOR LTD ADR REPSTG 1 ORD 0.0%
Value ($000) $0 Shares 414 Est. Cost $27.96 Unrealized
BIDU BAIDU INC SPON ADR REPSTG ORD SHS CL A 0.0%
Value ($000) $0 Shares 97 Est. Cost $37.53 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $0 Shares 149 Est. Cost $84.48 Unrealized -11.2%
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX ETF 0.0%
Value ($000) $0 Shares 210 Est. Cost $42.20 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $0 Shares 52 Est. Cost $202.75 Unrealized +9.8%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 128 Est. Cost $84.75 Unrealized -8.0%
NSRGY NESTLE S A SPON ADR REPSTG REG SHS 0.0%
Value ($000) $0 Shares 102 Est. Cost $0.12 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $347.45 Unrealized -11.4%
BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST 0.0%
Value ($000) $0 Shares 537 Est. Cost $0.02 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $0 Shares 459 Est. Cost $0.02 Unrealized
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 -33.8%
BKR BAKER HUGHES CO 0.0%
Value ($000) $0 Shares 362 Est. Cost $28.29 Unrealized -3.1%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $0 Shares 430 Est. Cost $0.02 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF 0.0%
Value ($000) $0 Shares 454 Est. Cost $0.02 Unrealized
XLU SELECT UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 161 Est. Cost $60.47 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $92.22 Unrealized +112.6%
MAGA ETF SOLUTIONS POINT BRIDGE AMERICA FIRST ETF 0.0%
Value ($000) $0 Shares 277 Est. Cost $36.10 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 222 Est. Cost $32.80 Unrealized +35.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 120 Est. Cost $62.94 Unrealized +38.1%
TPLC TIMOTHY PLAN U S LARGE MID CAP CORE ETF 0.0%
Value ($000) $0 Shares 319 Est. Cost $31.65 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 205 Est. Cost $55.27 Unrealized -13.9%
HEARTLAND FINL USA INC 0.0%
Value ($000) $0 Shares 404 Est. Cost $35.75 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 432 Est. Cost $52.10 Unrealized -51.7%
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $0 Shares 78 Est. Cost $112.97 Unrealized +4.5%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $0 Shares 916 Est. Cost $0.01 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $0 Shares 75 Est. Cost $134.25 Unrealized -12.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 150 Est. Cost $64.30 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 65 Est. Cost $65.57 Unrealized +111.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 53 Est. Cost $247.51 Unrealized -28.1%
MKC MC CORMICK & CO INC NON VOTING 0.0%
Value ($000) $0 Shares 115 Est. Cost $51.36 Unrealized +61.2%
PFF ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETF 0.0%
Value ($000) $0 Shares 321 Est. Cost $35.82 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 124 Est. Cost $55.26 Unrealized +31.3%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $0 Shares 62 Est. Cost $167.54 Unrealized -32.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $96.74 Unrealized -0.0%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF 0.0%
Value ($000) $0 Shares 185 Est. Cost $70.65 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $0 Shares 167 Est. Cost $65.95 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $0 Shares 160 Est. Cost $60.81 Unrealized -17.0%
BCE BCE INC NEW 0.0%
Value ($000) $0 Shares 169 Est. Cost $37.14 Unrealized +1.7%
BLES NORTHERN LIGHTS INSPIRE GLOBAL HOPE ETF 0.0%
Value ($000) $0 Shares 225 Est. Cost $0.03 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $124.75 Unrealized +137.7%
WWJD NORTHERN LIGHTS INSPIRE INTL ETF 0.0%
Value ($000) $0 Shares 276 Est. Cost $0.03 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 214 Est. Cost $28.19 Unrealized +24.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 69 Est. Cost $81.21 Unrealized +24.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $70.97 Unrealized +46.6%
FDIF FIDELITY COVINGTON TR DISRUPTORS ETF 0.0%
Value ($000) $0 Shares 308 Est. Cost $0.03 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 62 Est. Cost $115.64 Unrealized +4.6%
HLN HALEON PLC ADR 0.0%
Value ($000) $0 Shares 950 Est. Cost $6.32 Unrealized
VGIT VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.06 Unrealized
ISMD NORTHERN LIGHTS INSPIRE SMALL/MID CAP ETF 0.0%
Value ($000) $0 Shares 229 Est. Cost $0.03 Unrealized
VOD VODAFONE GROUP PLC NEW SPON ADR NO PAR 0.0%
Value ($000) $0 Shares 713 Est. Cost $31.12 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 225 Est. Cost $15.83 Unrealized +74.1%
ILMN ILLUMINA, INC. 0.0%
Value ($000) $0 Shares 38 Est. Cost $178.14 Unrealized +13.6%
COPX GLOBAL X COPPER MINERS ETF NEW 0.0%
Value ($000) $0 Shares 179 Est. Cost $0.04 Unrealized
DIVERSIFIED HEALTHCARE TRUST SR NOTE 6.25 02/01/2046 0.0%
Value ($000) $0 Shares 460 Est. Cost $19.72 Unrealized
ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETF 0.0%
Value ($000) $0 Shares 163 Est. Cost $55.21 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $0 Shares 117 Est. Cost $44.66 Unrealized +35.0%
BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS 0.0%
Value ($000) $0 Shares 83 Est. Cost $163.74 Unrealized
BTI BRITISH AMERN TOBACCO PLC SPONS ADR 25P 0.0%
Value ($000) $0 Shares 214 Est. Cost $42.54 Unrealized
CHARGEPOINT HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 840 Est. Cost $34.52 Unrealized
BGS B&G FOODS INC NEW 0.0%
Value ($000) $0 Shares 538 Est. Cost $16.72 Unrealized -36.2%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $0 Shares 207 Est. Cost $34.15 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $130.14 Unrealized -10.1%
DHR DANAHER CORP 0.0%
Value ($000) $0 Shares 26 Est. Cost $196.00 Unrealized +6.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 69 Est. Cost $65.20 Unrealized +30.6%
IP INTL PAPER COMPANY 0.0%
Value ($000) $0 Shares 186 Est. Cost $34.77 Unrealized -16.3%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $0 Shares 163 Est. Cost $31.27 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $213.76 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $70.69 Unrealized +73.0%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $35.34 Unrealized +78.9%
RUM RUMBLE INC CL A 0.0%
Value ($000) $0 Shares 530 Est. Cost $9.42 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $297.86 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 228 Est. Cost $26.60 Unrealized
SNY SANOFI SPON ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $48.72 Unrealized
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $0 Shares 131 Est. Cost $41.57 Unrealized -8.6%
IFF INTL FLAVOR & FRAGRANCES 0.0%
Value ($000) $0 Shares 57 Est. Cost $112.16 Unrealized -28.6%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $67.57 Unrealized -19.3%
DG DOLLAR GENL CORP NEW 0.0%
Value ($000) $0 Shares 28 Est. Cost $105.29 Unrealized +77.9%
TOTALENERGIES SE SPON ADR 0.0%
Value ($000) $0 Shares 90 Est. Cost $45.47 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 142 Est. Cost $33.72 Unrealized -4.9%
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 222 Est. Cost $20.11 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $0 Shares 50 Est. Cost $76.77 Unrealized +32.2%
IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC CL A 0.0%
Value ($000) $0 Shares 54 Est. Cost $224.01 Unrealized
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 95 Est. Cost $50.99 Unrealized
CYBER ARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.18 Unrealized
QUAD QUAD GRAPHICS INC CL A 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $20.68 Unrealized -82.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $371.45 Unrealized +81.2%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $0 Shares 261 Est. Cost $13.82 Unrealized +6.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 83 Est. Cost $28.13 Unrealized +74.4%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 115 Est. Cost $20.48 Unrealized +37.6%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $29.13 Unrealized +95.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $227.30 Unrealized +6.5%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SHS 0.0%
Value ($000) $0 Shares 65 Est. Cost $46.16 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $242.13 Unrealized +62.2%
BARRICK GOLD CORP 0.0%
Value ($000) $0 Shares 222 Est. Cost $19.31 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $0 Shares 288 Est. Cost $17.98 Unrealized -32.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $250.86 Unrealized -8.3%
GM GENERAL MOTORS CO 0.0%
Value ($000) $0 Shares 84 Est. Cost $26.63 Unrealized +26.3%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 46 Est. Cost $38.08 Unrealized +80.0%
MTW MANITOWOC COMPANY INC NEW 0.0%
Value ($000) $0 Shares 152 Est. Cost $10.12 Unrealized +59.4%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $0 Shares 68 Est. Cost $48.81 Unrealized
SJM SMUCKER JM COMPANY NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $84.54 Unrealized +63.8%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $45.36 Unrealized +4.1%
EQIX EQUINIX INC PAR $0.001 0.0%
Value ($000) $0 Shares 4 Est. Cost $674.73 Unrealized +2.6%
TRP TC ENERGY CORP 0.0%
Value ($000) $0 Shares 77 Est. Cost $38.70 Unrealized -7.6%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $183.47 Unrealized -8.8%
GINKGO BIOWORKS HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 1,350 Est. Cost $2.96 Unrealized
TRTX TPG RE FINANCE TRUST INC 0.0%
Value ($000) $0 Shares 347 Est. Cost $12.11 Unrealized
HHDS HIGHLANDS REIT INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.30 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 18 Est. Cost $111.11 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 440 Est. Cost $19.64 Unrealized -62.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 40 Est. Cost $67.04 Unrealized -1.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 42 Est. Cost $56.55 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $0 Shares 21 Est. Cost $129.40 Unrealized +14.1%
BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 0.0%
Value ($000) $0 Shares 197 Est. Cost $15.55 Unrealized
BYDDY BYD CO LTD UNSPON ADR 0.0%
Value ($000) $0 Shares 43 Est. Cost $39.48 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $170.53 Unrealized +3.7%
BRCC BRC INC CL A 0.0%
Value ($000) $0 Shares 500 Est. Cost $17.65 Unrealized -70.1%
XLRE SELECT SECTOR TR REAL ESTATE SPDR ETF 0.0%
Value ($000) $0 Shares 89 Est. Cost $34.10 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $123.58 Unrealized +36.0%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $147.45 Unrealized +37.9%
ALLETE INC NEW 0.0%
Value ($000) $0 Shares 27 Est. Cost $82.86 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $61.29 Unrealized -57.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $59.28 Unrealized -31.2%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.04 Unrealized
MATV MATIV HOLDINGS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $19.53 Unrealized -18.3%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $0 Shares 613 Est. Cost $17.62 Unrealized
WBD WARNER BROS DISCOVERY INC SER A 0.0%
Value ($000) $0 Shares 133 Est. Cost $18.55 Unrealized -30.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $0 Shares 69 Est. Cost $25.15 Unrealized +10.6%
RPD RAPID7 INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $16.91 Unrealized +174.3%
STX SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO 0.0%
Value ($000) $0 Shares 38 Est. Cost $63.88 Unrealized -11.5%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.01 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $0 Shares 248 Est. Cost $0.00 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $0 Shares 59 Est. Cost $14.72 Unrealized
MPT MEDICAL PROPERTIES TRUST 0.0%
Value ($000) $0 Shares 223 Est. Cost $16.64 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 57 Est. Cost $35.08 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $20.65 Unrealized +23.4%
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $55.51 Unrealized +80.8%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $38.38 Unrealized +115.5%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $94.28 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $12.97 Unrealized +240.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $97.11 Unrealized +7.8%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $0 Shares 515 Est. Cost $11.78 Unrealized -69.9%
GLOBAL X CANNABIS NEW ETF 0.0%
Value ($000) $0 Shares 266 Est. Cost $15.15 Unrealized
PTON PELOTON INTERACTIVE INC CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $43.49 Unrealized -80.5%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $0.17 Unrealized
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $0 Shares 127 Est. Cost $76.89 Unrealized -81.8%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $0 Shares 98 Est. Cost $19.65 Unrealized -25.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $95.63 Unrealized +0.8%
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
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $0 Shares 44 Est. Cost $22.73 Unrealized
ROKU ROKU INC SER A 0.0%
Value ($000) $0 Shares 12 Est. Cost $96.89 Unrealized -37.3%
ALLSPRING ADVANTAGE MULTI SECTOR INCOME FUND 0.0%
Value ($000) $0 Shares 153 Est. Cost $0.01 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $122.01 Unrealized -17.9%
GWLLY GREAT WALL MOTOR CO LTD ADR 0.0%
Value ($000) $0 Shares 60 Est. Cost $16.67 Unrealized
IFNNY INFINEON TECHNOLOGIES AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $16.43 Unrealized -89.1%
HUN HUNTSMAN CORP 0.0%
Value ($000) $0 Shares 51 Est. Cost $25.01 Unrealized +3.8%
TISI TEAM INC NEW 0.0%
Value ($000) $0 Shares 140 Est. Cost $7.61 Unrealized -24.0%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.76 Unrealized +67.7%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $17.18 Unrealized +125.6%
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $0 Shares 117 Est. Cost $52.44 Unrealized -86.7%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $9.56 Unrealized -39.2%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $90.91 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $30.97 Unrealized +38.6%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $48.44 Unrealized -13.4%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.71 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $0 Shares 90 Est. Cost $44.56 Unrealized -62.0%
XIACF XIAOMI CORP CL B 0.0%
Value ($000) $0 Shares 860 Est. Cost $3.43 Unrealized -58.7%
BLUEGREEN VACATIONS HOLDING CORP CL A 0.0%
Value ($000) $0 Shares 41 Est. Cost $24.39 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS UNIT LTD PARTNERSHIP 0.0%
Value ($000) $0 Shares 22 Est. Cost $60.61 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $104.66 Unrealized -18.2%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $263.53 Unrealized -24.1%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 32 Est. Cost $20.14 Unrealized +83.5%
MONOGRAM ORTHOPAEDICS INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $0.01 Unrealized
MAXEON SOLAR TECHNOLOGIES LTD 0.0%
Value ($000) $0 Shares 26 Est. Cost $38.46 Unrealized
FNF FIDELITY NATIONAL FINANCIAL INC NEW FNF GROUP COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $30.12 Unrealized +0.9%
GDXJ VANECK JR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 40 Est. Cost $49.97 Unrealized
GE GENERAL ELECTRIC CO NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.21 Unrealized +84.7%
FUELCELL ENERGY INC PAR 0.0%
Value ($000) $0 Shares 350 Est. Cost $11.43 Unrealized
GNENF GANFENG LITHIUM GROUP CO LTD SHS H 0.0%
Value ($000) $0 Shares 106 Est. Cost $10.07 Unrealized -33.7%
EZA ISHARES MSCI SOUTH AFRICA ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.71 Unrealized
EVGO EVGO INC CL A 0.0%
Value ($000) $0 Shares 278 Est. Cost $9.51 Unrealized -46.4%
SUNPOWER CORP 0.0%
Value ($000) $0 Shares 52 Est. Cost $19.23 Unrealized
SPT SPROUT SOCIAL INC CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $113.33 Unrealized -58.0%
OILK PROSHARES K-1 FREE CRUDE OIL STRATEGY NEW ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $76.92 Unrealized
OPITQ OFFICE PROPERTIES INCOME TRUST SBI 0.0%
Value ($000) $0 Shares 118 Est. Cost $23.21 Unrealized
PANASONIC HOLDINGS CORP ADR 0.0%
Value ($000) $0 Shares 103 Est. Cost $10.00 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.93 Unrealized -29.1%
NUVEEN AMT FREE MUN CREDIT INCOME FUND 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.89 Unrealized -46.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $184.26 Unrealized -66.1%
FUVV ARCIMOTO INC NEW 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.91 Unrealized -85.8%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.97 Unrealized -52.1%
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $0 Shares 31 Est. Cost $32.26 Unrealized
GLATFELTER CORP 0.0%
Value ($000) $0 Shares 143 Est. Cost Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.08 Unrealized +11.8%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.85 Unrealized -2.7%
PHUNWARE INC 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
PLUG PLUG POWER INC NEW 0.0%
Value ($000) $0 Shares 31 Est. Cost $33.73 Unrealized -73.0%
PLURI INC 0.0%
Value ($000) $0 Shares 206 Est. Cost Unrealized
SOTGY SUNNY OPTICAL TECH GRP COMPANY LTD ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
DMKPQ ADAMIS PHARMACEUTICALS CORP PAR $0.0001 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BROOKFIELD INFRASTRUCTURE CORP SUB VTG SHS CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
XPEV XPENG INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.71 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.28 Unrealized -17.6%
LUMN LUMEN TECHNOLOGIES INC LA 0.0%
Value ($000) $0 Shares 117 Est. Cost $8.72 Unrealized -74.8%
ARCONIC CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
WNDW SOLARWINDOW TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 216 Est. Cost $5.33 Unrealized -95.8%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
KPLT KATAPULT HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.13 Unrealized 0.0%
AMC ENTERTAINMENT HLDGS INC PFD EQUITY UNIT 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
AMARIN CORP PLC SPONSORED ADR NEW 0.0%
Value ($000) $0 Shares 144 Est. Cost $20.83 Unrealized
AMC ENTERTAINMENT HLDGS INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $83.33 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 221 Est. Cost $36.22 Unrealized
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.34 Unrealized +35.9%
CRRC CORP LTD SHS H 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $0.71 Unrealized
DOGP CANNABIS SATIVA INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $5.37 Unrealized -99.3%
AVANTAIR INC 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
VC VISTEON CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.56 Unrealized +103.9%
DJTWW DIGITAL WORLD WTS EXP 06/30/28 ACQUISITION CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
PROTERRA INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $14.93 Unrealized
CONTAINER STORE GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
CNNXF CANNAMERICA BRANDS CORP 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $0.19 Unrealized -97.4%
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $60.15 Unrealized -81.4%
AURORA CANNABIS INC NEW 0.0%
Value ($000) $0 Shares 53 Est. Cost Unrealized
DHC DIVERSIFIED HEALTHCARE TRUST SBI 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
SEII SHARING ECONOMY INTL INC NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.03 Unrealized -97.1%
HYLN HYLIION HOLDINGS CORP CL A 0.0%
Value ($000) $0 Shares 89 Est. Cost $22.75 Unrealized -92.6%
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.99 Unrealized +13.4%
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
DJT DIGITAL WORLD ACQUISITION CORP CL A 0.0%
Value ($000) $0 Shares 34 Est. Cost $62.33 Unrealized -79.0%