WealthPlan Investment Management, LLC Diversified Active

CIK: 0001929986 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $335,368 (100.0% shares, 0.0% debt)

Holdings (369)

AAPL Apple Inc 9.2%
Value ($000) $30,967 Shares 159,651 Est. Cost $164.53 Unrealized +4.6%
BUFR First Trust CBOE Vest Fund of Buffer ETF 2.1%
Value ($000) $7,125 Shares 283,464 Est. Cost $22.36 Unrealized
FTLS First Tr Long/Short Equity 2.0%
Value ($000) $6,585 Shares 124,737 Est. Cost $49.86 Unrealized
AMAX Starboard Invt Tr Rh Hedged Multi-Asset Income Etf 2.0%
Value ($000) $6,574 Shares 848,524 Est. Cost $8.76 Unrealized
PEP Pepsico Incorporated 1.9%
Value ($000) $6,480 Shares 34,985 Est. Cost $150.46 Unrealized +13.4%
HEQT Simply Exchange traded Funds Hedged Equity 1.9%
Value ($000) $6,286 Shares 253,376 Est. Cost $23.56 Unrealized
MSM MSC Industrial Direct Co Inc 1.9%
Value ($000) $6,220 Shares 65,286 Est. Cost $80.83 Unrealized +13.5%
NUE Nucor Corp 1.8%
Value ($000) $6,154 Shares 37,527 Est. Cost $116.04 Unrealized +20.9%
GGG Graco Inc 1.7%
Value ($000) $5,609 Shares 64,958 Est. Cost $67.59 Unrealized +11.0%
FLTR VanEck Inv Grade Floating Rate ETF 1.7%
Value ($000) $5,582 Shares 221,079 Est. Cost $24.89 Unrealized
VTI Vanguard Total Stock Market 1.7%
Value ($000) $5,577 Shares 27,462 Est. Cost $206.88 Unrealized
O Realty Income Corp 1.6%
Value ($000) $5,485 Shares 91,739 Est. Cost $55.53 Unrealized -5.3%
WPC W.P. Carey Inc. 1.6%
Value ($000) $5,469 Shares 80,954 Est. Cost $80.47 Unrealized
GPC Genuine Parts Co 1.6%
Value ($000) $5,309 Shares 31,371 Est. Cost $116.87 Unrealized +29.5%
BKH Black Hills Corp 1.6%
Value ($000) $5,222 Shares 86,658 Est. Cost $59.66 Unrealized -6.4%
CVX Chevron Corp 1.6%
Value ($000) $5,208 Shares 33,099 Est. Cost $123.75 Unrealized +15.7%
DGRO iShares Core Dividend Growth ETF 1.5%
Value ($000) $5,169 Shares 100,304 Est. Cost $50.59 Unrealized
MSFT Microsoft Corp 1.5%
Value ($000) $5,090 Shares 14,947 Est. Cost $291.40 Unrealized +5.4%
GOOG Alphabet Inc Class C 1.5%
Value ($000) $5,041 Shares 41,675 Est. Cost $111.98 Unrealized +2.6%
DEO Diageo PLC ADR 1.5%
Value ($000) $5,010 Shares 28,881 Est. Cost $196.59 Unrealized
ABT Abbott Laboratories 1.5%
Value ($000) $4,998 Shares 45,847 Est. Cost $114.06 Unrealized -11.0%
MINO Pimco Etf Tr Muni Income Opp 1.5%
Value ($000) $4,919 Shares 110,386 Est. Cost $44.70 Unrealized
COWZ Pacer Fds Tr Us Cash Cows 100 1.4%
Value ($000) $4,805 Shares 98,644 Est. Cost $47.96 Unrealized
BRK/B Berkshire Hathaway Inc Class B 1.4%
Value ($000) $4,760 Shares 13,967 Est. Cost $319.91 Unrealized +2.0%
CASY Caseys General Stores Inc 1.4%
Value ($000) $4,756 Shares 19,501 Est. Cost $186.50 Unrealized +19.8%
IGRO iShares Intl Dividend Growth 1.4%
Value ($000) $4,701 Shares 75,853 Est. Cost $60.01 Unrealized
ABBV AbbVie Inc 1.4%
Value ($000) $4,616 Shares 34,259 Est. Cost $128.36 Unrealized +4.2%
JNJ Johnson & Johnson 1.4%
Value ($000) $4,610 Shares 27,850 Est. Cost $152.02 Unrealized -2.1%
MOAT VanEck Morningstar Wide Moat Research 1.4%
Value ($000) $4,603 Shares 57,693 Est. Cost $69.02 Unrealized
SYY Sysco Corporation 1.4%
Value ($000) $4,556 Shares 61,400 Est. Cost $73.09 Unrealized -6.2%
ADM Archer Daniels Midland Co 1.3%
Value ($000) $4,438 Shares 58,734 Est. Cost $71.96 Unrealized -3.7%
APD Air Products & Chemicals Inc 1.3%
Value ($000) $4,418 Shares 14,751 Est. Cost $231.32 Unrealized +14.7%
VZ Verizon Communications 1.3%
Value ($000) $4,397 Shares 118,227 Est. Cost $38.07 Unrealized -18.0%
META Meta Platforms Inc 1.2%
Value ($000) $4,135 Shares 14,408 Est. Cost $248.19 Unrealized -1.3%
LECO Lincoln Electric Hldgs 1.2%
Value ($000) $4,004 Shares 20,158 Est. Cost $140.26 Unrealized +24.2%
AVEM Avantis Emerging Markets Equity ETF 1.2%
Value ($000) $4,002 Shares 74,469 Est. Cost $53.75 Unrealized
CFR Cullen Frost Bankers 1.2%
Value ($000) $3,996 Shares 37,161 Est. Cost $124.80 Unrealized -23.3%
TXN Texas Instruments Inc 1.2%
Value ($000) $3,976 Shares 22,085 Est. Cost $156.36 Unrealized +1.7%
COST Costco Wholesale Corp 1.1%
Value ($000) $3,742 Shares 7,038 Est. Cost $500.83 Unrealized -2.7%
VMI Valmont Industries Inc 1.1%
Value ($000) $3,538 Shares 12,157 Est. Cost $227.38 Unrealized +27.0%
PJUL Innovator S&P 500 Power Buffer ETF - July 1.0%
Value ($000) $3,429 Shares 100,208 Est. Cost $29.45 Unrealized
TDV Proshares TR S&P Tech Dividen 1.0%
Value ($000) $3,287 Shares 49,605 Est. Cost $61.49 Unrealized
IOCT Innovator ETFs TR Intl DV 1.0%
Value ($000) $3,251 Shares 124,696 Est. Cost $23.78 Unrealized
IBM International Business Machines 1.0%
Value ($000) $3,246 Shares 24,257 Est. Cost $117.73 Unrealized +0.3%
BRK/A Berkshire Hathaway Cl A 0.9%
Value ($000) $3,107 Shares 6 Est. Cost $485492.47 Unrealized +2.5%
AGOX Starboard Investment Trust Ada Ptive Growth Opp Etf 0.9%
Value ($000) $2,946 Shares 125,738 Est. Cost $21.87 Unrealized
PHDG Invesco S&P 500 Downside Hedged 0.9%
Value ($000) $2,858 Shares 85,799 Est. Cost $34.59 Unrealized
PJAN Innovator S&P 500 Power Buffer ETF - January 0.8%
Value ($000) $2,744 Shares 78,162 Est. Cost $30.99 Unrealized
UMBF UMB Financial Corp 0.8%
Value ($000) $2,731 Shares 44,849 Est. Cost $84.02 Unrealized -29.0%
XSEP FT CBOE Vest US Eqt Enc Md Bf ETF 0.8%
Value ($000) $2,730 Shares 80,544 Est. Cost $30.97 Unrealized
NAPR Innovator Nasdaq-100 April Power Buffer ETF 0.8%
Value ($000) $2,720 Shares 65,253 Est. Cost $41.69 Unrealized
AMZN Amazon.com Inc 0.8%
Value ($000) $2,610 Shares 20,018 Est. Cost $127.83 Unrealized -10.7%
MA Mastercard Inc 0.7%
Value ($000) $2,363 Shares 6,007 Est. Cost $351.61 Unrealized +5.2%
STZ Constellation Brands Inc 0.7%
Value ($000) $2,293 Shares 9,315 Est. Cost $215.98 Unrealized +3.1%
JEPI JPMorgan Equity Premium Income ETF 0.6%
Value ($000) $2,098 Shares 37,923 Est. Cost $55.55 Unrealized
ShareCare Inc A 0.6%
Value ($000) $2,056 Shares 1,174,764 Est. Cost $2.74 Unrealized
TGT Target Corporation 0.6%
Value ($000) $2,038 Shares 15,454 Est. Cost $177.73 Unrealized -24.1%
SIXO Allianz IM U.S. Large Cap 6 Month Buffer ETF 0.6%
Value ($000) $2,030 Shares 73,473 Est. Cost $24.93 Unrealized
LMT Lockheed Martin Corp 0.6%
Value ($000) $2,022 Shares 4,392 Est. Cost $365.10 Unrealized +18.2%
AZN AstraZeneca PLC ADR 0.6%
Value ($000) $2,015 Shares 28,148 Est. Cost $66.84 Unrealized
PFE Pfizer Inc 0.6%
Value ($000) $1,990 Shares 54,256 Est. Cost $42.38 Unrealized -21.6%
GOOGL Alphabet Inc Class A 0.6%
Value ($000) $1,965 Shares 16,420 Est. Cost $110.84 Unrealized +3.1%
XSVN BondBloxx Bloomberg SevenYrTrgDurUSTrETF 0.5%
Value ($000) $1,740 Shares 35,963 Est. Cost $48.83 Unrealized
DHR Danaher Corp 0.5%
Value ($000) $1,730 Shares 7,201 Est. Cost $245.73 Unrealized -15.0%
JPM JP Morgan Chase & Co. 0.5%
Value ($000) $1,727 Shares 11,874 Est. Cost $130.54 Unrealized -0.7%
LOW Lowe's Companies Inc 0.5%
Value ($000) $1,677 Shares 7,430 Est. Cost $213.37 Unrealized -7.3%
MCHP Microchip Technology Inc 0.5%
Value ($000) $1,661 Shares 18,539 Est. Cost $63.88 Unrealized +15.6%
UNP Union Pacific Corp 0.4%
Value ($000) $1,373 Shares 6,709 Est. Cost $228.99 Unrealized -18.3%
SPYG SPDR S&P 500 Growth ETF 0.4%
Value ($000) $1,244 Shares 20,392 Est. Cost $54.92 Unrealized
WMT Walmart Inc 0.4%
Value ($000) $1,238 Shares 7,879 Est. Cost $48.73 Unrealized +0.5%
NVDA NVIDIA Corp 0.3%
Value ($000) $1,125 Shares 2,660 Est. Cost $25.03 Unrealized +32.5%
ADBE Adobe Inc 0.3%
Value ($000) $1,124 Shares 2,299 Est. Cost $481.10 Unrealized -16.3%
ZLAB Zai Lab Limited F Unsponsored Adr 1 Adr Reps Ord Shs 0.3%
Value ($000) $1,037 Shares 37,393 Est. Cost $39.96 Unrealized
SPY SPDR S&P 500 Trust 0.3%
Value ($000) $1,002 Shares 2,261 Est. Cost $411.98 Unrealized
LLY Eli Lilly and Company 0.3%
Value ($000) $971 Shares 2,070 Est. Cost $257.10 Unrealized +60.0%
AMGN Amgen Inc 0.3%
Value ($000) $948 Shares 4,271 Est. Cost $204.60 Unrealized +4.4%
CHRW C.H. Robinson Worldwide Inc. 0.3%
Value ($000) $883 Shares 9,362 Est. Cost $92.99 Unrealized -2.8%
FS Credit Opportunity Corp. 0.3%
Value ($000) $871 Shares 183,460 Est. Cost $4.73 Unrealized
SPGI S&P Global Inc 0.3%
Value ($000) $857 Shares 2,139 Est. Cost $393.13 Unrealized -9.0%
GOLF Acushnet Holdings Corp Com 0.2%
Value ($000) $789 Shares 14,428 Est. Cost $45.19 Unrealized +9.4%
TSLA Tesla Inc 0.2%
Value ($000) $788 Shares 3,010 Est. Cost $275.32 Unrealized -27.4%
ROP Roper Technologies Inc 0.2%
Value ($000) $713 Shares 1,482 Est. Cost $439.16 Unrealized +1.4%
BX Blackstone Inc 0.2%
Value ($000) $689 Shares 7,410 Est. Cost $101.81 Unrealized -21.3%
BA Boeing Co 0.2%
Value ($000) $681 Shares 3,227 Est. Cost $199.07 Unrealized +4.3%
IVV iShares Core S&P 500 0.2%
Value ($000) $659 Shares 1,478 Est. Cost $409.19 Unrealized
EW Edwards Life Sciences Corp 0.2%
Value ($000) $651 Shares 6,900 Est. Cost $112.18 Unrealized -22.5%
V Visa Inc 0.2%
Value ($000) $644 Shares 2,714 Est. Cost $210.05 Unrealized +6.9%
AMN AMN Healthcare Services Inc 0.2%
Value ($000) $627 Shares 5,745 Est. Cost $110.89 Unrealized -14.5%
ADP Automatic Data Processing Inc 0.2%
Value ($000) $615 Shares 2,797 Est. Cost $196.92 Unrealized +3.2%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $526 Shares 1,008 Est. Cost $552.39 Unrealized -3.1%
MCD McDonald's Corporation 0.2%
Value ($000) $515 Shares 1,725 Est. Cost $227.78 Unrealized +19.9%
SBUX Starbucks Corp 0.1%
Value ($000) $503 Shares 5,073 Est. Cost $84.79 Unrealized +14.7%
SPBC SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY US EQUITY PLUS GBT 0.1%
Value ($000) $499 Shares 19,965 Est. Cost $22.23 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $486 Shares 11,376 Est. Cost $48.49 Unrealized -22.4%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $454 Shares 4,235 Est. Cost $68.74 Unrealized +44.9%
ADSK Autodesk Inc 0.1%
Value ($000) $448 Shares 2,189 Est. Cost $230.34 Unrealized -13.2%
DGRW Wisdomtree US Dividend Growth 0.1%
Value ($000) $437 Shares 6,555 Est. Cost $61.30 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $435 Shares 4,938 Est. Cost $92.47 Unrealized -14.2%
FDX FedEx Corp 0.1%
Value ($000) $434 Shares 1,750 Est. Cost $200.65 Unrealized +7.7%
IDV iShares International Select Dividend 0.1%
Value ($000) $427 Shares 15,455 Est. Cost $29.52 Unrealized
FMC FMC Corp 0.1%
Value ($000) $403 Shares 3,860 Est. Cost $94.90 Unrealized +5.6%
SRLN SPDR Blackstone / GSO Senior Loan ETF 0.1%
Value ($000) $396 Shares 9,465 Est. Cost $44.47 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $394 Shares 2,082 Est. Cost $220.76 Unrealized
LNG Cheniere Energy Inc 0.1%
Value ($000) $392 Shares 2,571 Est. Cost $167.33 Unrealized -11.5%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $385 Shares 6,020 Est. Cost $57.79 Unrealized +2.0%
SCHD Schwab US Dividend Equity 0.1%
Value ($000) $366 Shares 5,035 Est. Cost $75.69 Unrealized
XYL Xylem Inc 0.1%
Value ($000) $349 Shares 3,100 Est. Cost $91.39 Unrealized +12.1%
MO Altria Group Inc 0.1%
Value ($000) $343 Shares 7,564 Est. Cost $37.13 Unrealized -1.5%
IVOL Quadratic Intrst Rt Vol & Infl H ETF 0.1%
Value ($000) $341 Shares 16,558 Est. Cost $25.72 Unrealized
PII Polaris Inc 0.1%
Value ($000) $328 Shares 2,715 Est. Cost $113.96 Unrealized -3.0%
REGL Proshares Tr S&P Midcap 400 Div Aristocrats ETF 0.1%
Value ($000) $320 Shares 4,559 Est. Cost $69.70 Unrealized
HON Honeywell International 0.1%
Value ($000) $311 Shares 1,500 Est. Cost $170.76 Unrealized +2.8%
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $304 Shares 3,247 Est. Cost $121.62 Unrealized -38.8%
DNL WisdomTree Global Ex-US Growth 0.1%
Value ($000) $304 Shares 8,492 Est. Cost $35.35 Unrealized
MKC McCormick & Co Inc 0.1%
Value ($000) $302 Shares 3,466 Est. Cost $89.56 Unrealized -7.6%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $302 Shares 4,144 Est. Cost $58.64 Unrealized +16.9%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $297 Shares 618 Est. Cost $453.75 Unrealized +2.5%
LW Lamb Weston Holdings 0.1%
Value ($000) $275 Shares 2,388 Est. Cost $58.14 Unrealized +82.3%
ARCC Ares Capital Corp 0.1%
Value ($000) $269 Shares 14,290 Est. Cost $14.57 Unrealized -1.3%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $265 Shares 1,823 Est. Cost $116.03 Unrealized +14.3%
CMCSA Comcast Corp A 0.1%
Value ($000) $259 Shares 6,223 Est. Cost $42.37 Unrealized -13.5%
BOND PIMCO Total Return Active ETF 0.1%
Value ($000) $255 Shares 2,778 Est. Cost $97.43 Unrealized
Green Plains Partners LP 0.1%
Value ($000) $252 Shares 19,488 Est. Cost $14.16 Unrealized
PFF iShares Preferred & Income Securities ETF 0.1%
Value ($000) $228 Shares 7,361 Est. Cost $33.72 Unrealized
PGX Invesco Preferred ETF 0.1%
Value ($000) $226 Shares 19,886 Est. Cost $12.47 Unrealized
WERN Werner Enterprises Inc 0.1%
Value ($000) $201 Shares 4,548 Est. Cost $43.74 Unrealized +2.7%
F Ford Motor Company 0.1%
Value ($000) $198 Shares 13,081 Est. Cost $14.34 Unrealized -25.5%
NOW ServiceNow Inc 0.1%
Value ($000) $189 Shares 336 Est. Cost $112.05 Unrealized -10.8%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $186 Shares 545 Est. Cost $292.14 Unrealized +3.6%
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $185 Shares 2,628 Est. Cost $66.78 Unrealized
Chargepoint Holdings 0.1%
Value ($000) $180 Shares 20,484 Est. Cost $12.30 Unrealized
VLY Valley National Bancorp 0.1%
Value ($000) $178 Shares 22,964 Est. Cost $13.94 Unrealized -42.9%
EMB iShares JP Morgan USD Emerging Mrkts Bond ETF 0.1%
Value ($000) $173 Shares 1,169 Est. Cost $88.11 Unrealized
BSX Boston Scientific 0.0%
Value ($000) $161 Shares 2,983 Est. Cost $47.13 Unrealized +10.8%
VSH Vishay Intertechnology Inc 0.0%
Value ($000) $159 Shares 5,406 Est. Cost $20.68 Unrealized +11.7%
QUAL iShares MSCI USA Quality Factor ETF 0.0%
Value ($000) $156 Shares 1,155 Est. Cost $122.45 Unrealized
MKL Markel Corp 0.0%
Value ($000) $155 Shares 112 Est. Cost $1291.81 Unrealized +3.8%
SUSL iShares ESG MSCI USA Leaders ETF 0.0%
Value ($000) $152 Shares 1,968 Est. Cost $71.26 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $145 Shares 590 Est. Cost $196.36 Unrealized +8.9%
PCAR Paccar Inc 0.0%
Value ($000) $145 Shares 1,734 Est. Cost $64.13 Unrealized +3.7%
HD Home Depot Inc 0.0%
Value ($000) $140 Shares 452 Est. Cost $308.94 Unrealized -10.5%
WM Waste Management Inc 0.0%
Value ($000) $139 Shares 800 Est. Cost $144.69 Unrealized +9.7%
UBER Uber Technologies Inc 0.0%
Value ($000) $136 Shares 3,144 Est. Cost $31.72 Unrealized +17.2%
ALB Albemarle Corp 0.0%
Value ($000) $130 Shares 583 Est. Cost $200.76 Unrealized -2.4%
GM General Motors Co 0.0%
Value ($000) $124 Shares 3,223 Est. Cost $46.57 Unrealized -27.8%
BBDC Barings BDC Inc 0.0%
Value ($000) $121 Shares 15,431 Est. Cost $6.94 Unrealized -19.0%
ZTS Zoetis Inc 0.0%
Value ($000) $115 Shares 670 Est. Cost $159.02 Unrealized +5.7%
HOLX Hologic Inc 0.0%
Value ($000) $113 Shares 1,399 Est. Cost $80.50 Unrealized +1.5%
VEEV Veeva Systems Inc 0.0%
Value ($000) $113 Shares 581 Est. Cost $170.94 Unrealized +6.7%
NKE Nike Inc Class B 0.0%
Value ($000) $110 Shares 1,000 Est. Cost $131.94 Unrealized -15.6%
W Wayfair Inc 0.0%
Value ($000) $110 Shares 1,695 Est. Cost $44.28 Unrealized -4.9%
USB US Bancorp 0.0%
Value ($000) $108 Shares 3,283 Est. Cost $47.72 Unrealized -40.5%
HIG Hartford Financial Svcs 0.0%
Value ($000) $101 Shares 1,400 Est. Cost $70.19 Unrealized -4.9%
CINF Cincinnati Financial 0.0%
Value ($000) $100 Shares 1,024 Est. Cost $111.09 Unrealized -13.2%
XLU SPDR Utilities Select Sector 0.0%
Value ($000) $98 Shares 1,500 Est. Cost $71.22 Unrealized
NUEM NuShares ESG Emerging Markets Equity ETF 0.0%
Value ($000) $94 Shares 3,460 Est. Cost $26.87 Unrealized
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $94 Shares 255 Est. Cost $313.25 Unrealized
PFEB Innovator S&P 500 Power Buffer ETF - February 0.0%
Value ($000) $93 Shares 3,018 Est. Cost $28.00 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $93 Shares 460 Est. Cost $151.27 Unrealized +12.6%
PMAY Innovator S&P 500 Power Buffer ETF - May 0.0%
Value ($000) $88 Shares 2,958 Est. Cost $28.77 Unrealized
VXUS Vanguard Total Intl Stock Index 0.0%
Value ($000) $88 Shares 1,561 Est. Cost $55.21 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $87 Shares 1,283 Est. Cost $60.72 Unrealized -3.4%
SMOG VanEck Low Carbon Energy 0.0%
Value ($000) $87 Shares 709 Est. Cost $121.51 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $85 Shares 561 Est. Cost $140.98 Unrealized +0.2%
EXPD Expeditors International of Wash 0.0%
Value ($000) $84 Shares 696 Est. Cost $104.74 Unrealized +5.0%
NFLX Netflix Inc 0.0%
Value ($000) $82 Shares 187 Est. Cost $28.75 Unrealized +28.1%
VXF Vanguard Extended Market Index 0.0%
Value ($000) $82 Shares 548 Est. Cost $136.87 Unrealized
RAAX VanEck Inflation Allocation ETF 0.0%
Value ($000) $80 Shares 3,186 Est. Cost $25.04 Unrealized
DRSK Aptus Defined Risk 0.0%
Value ($000) $79 Shares 3,181 Est. Cost $26.97 Unrealized
VV Vanguard Large-Cap Index Fund ETF 0.0%
Value ($000) $78 Shares 385 Est. Cost $186.81 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $76 Shares 1,100 Est. Cost $87.25 Unrealized -26.3%
Z Zillow Group Inc C 0.0%
Value ($000) $75 Shares 1,484 Est. Cost $42.49 Unrealized +8.3%
GLD SPDR Gold Shares 0.0%
Value ($000) $73 Shares 408 Est. Cost $169.86 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $72 Shares 936 Est. Cost $74.68 Unrealized -2.8%
FBIN Fortune Brands Innovations Inc 0.0%
Value ($000) $72 Shares 1,000 Est. Cost $58.22 Unrealized +4.4%
SPOT Spotify Technology SA 0.0%
Value ($000) $71 Shares 445 Est. Cost $170.66 Unrealized -15.1%
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.0%
Value ($000) $70 Shares 2,281 Est. Cost $31.77 Unrealized
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $69 Shares 928 Est. Cost $73.49 Unrealized
DDEC First Tr Exchng Traded Fd Viii Ft Cboe Deep Bfr 0.0%
Value ($000) $68 Shares 2,022 Est. Cost $30.70 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $66 Shares 569 Est. Cost $70.95 Unrealized +47.2%
VTRS Viatris Inc 0.0%
Value ($000) $65 Shares 6,545 Est. Cost $9.69 Unrealized -12.7%
ITT ITT Inc 0.0%
Value ($000) $65 Shares 700 Est. Cost $87.90 Unrealized -4.5%
KR Kroger Company 0.0%
Value ($000) $65 Shares 1,377 Est. Cost $43.22 Unrealized +4.1%
DHS WisdomTree High Dividend Fund 0.0%
Value ($000) $64 Shares 800 Est. Cost $82.27 Unrealized
EMCR Xtrackers MSCI ACWI ex USA ESG Ldrs Eq 0.0%
Value ($000) $63 Shares 2,355 Est. Cost $26.84 Unrealized
PAUG Innovator S&P 500 Power Buffer ETF - August 0.0%
Value ($000) $63 Shares 2,013 Est. Cost $29.01 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $63 Shares 87 Est. Cost $750.05 Unrealized +2.2%
EYLD Cambria Emerging Markets Shareholder Yield 0.0%
Value ($000) $62 Shares 2,216 Est. Cost $29.80 Unrealized
IBB iShares Biotechnology ETF 0.0%
Value ($000) $62 Shares 489 Est. Cost $129.08 Unrealized
DFEB FT Cboe Vest US Equity Deep Bffr ETF Feb 0.0%
Value ($000) $59 Shares 1,678 Est. Cost $34.51 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $58 Shares 495 Est. Cost $117.57 Unrealized -6.5%
NOBL Proshares Trust S&P 500 Aristocrats 0.0%
Value ($000) $57 Shares 608 Est. Cost $93.17 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $57 Shares 799 Est. Cost $77.63 Unrealized
DECW Aim Etf Products Trust Us Lrg Cp Buf20 0.0%
Value ($000) $55 Shares 2,047 Est. Cost $25.50 Unrealized
CME CME Group Inc 0.0%
Value ($000) $53 Shares 286 Est. Cost $161.97 Unrealized +2.8%
BOTZ Global X Robotics & Artificial Intelligence ETF 0.0%
Value ($000) $52 Shares 1,818 Est. Cost $28.74 Unrealized
IGV iShares Expanded Tech Software-Sector ETF 0.0%
Value ($000) $49 Shares 141 Est. Cost $303.67 Unrealized
DE Deere & Company 0.0%
Value ($000) $48 Shares 119 Est. Cost $359.25 Unrealized +2.4%
BABA Alibaba Group Holding Limited ADR 0.0%
Value ($000) $47 Shares 567 Est. Cost $97.07 Unrealized
RODM Hartford Multifactor Developed Markets (exUS) 0.0%
Value ($000) $46 Shares 1,752 Est. Cost $27.53 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $46 Shares 478 Est. Cost $88.56 Unrealized
DOW Dow Inc 0.0%
Value ($000) $45 Shares 842 Est. Cost $47.26 Unrealized -4.3%
NVR NVR Inc 0.0%
Value ($000) $44 Shares 7 Est. Cost $5095.14 Unrealized +14.2%
XSOE WisdomTree EmMkts ex-Stt-Ownd Entrprs 0.0%
Value ($000) $42 Shares 1,503 Est. Cost $30.35 Unrealized
JPST JPMorgan Ultra-Short Income ETF 0.0%
Value ($000) $41 Shares 827 Est. Cost $50.23 Unrealized
FTSM First Tr Enhanced Short Maturity 0.0%
Value ($000) $41 Shares 694 Est. Cost $59.52 Unrealized
CRSP Crispr Therapeutics AG 0.0%
Value ($000) $40 Shares 717 Est. Cost $60.58 Unrealized -6.3%
COLL Collegium Pharmaceutical Inc 0.0%
Value ($000) $40 Shares 1,859 Est. Cost $26.52 Unrealized -14.4%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $39 Shares 2,124 Est. Cost $19.78 Unrealized
DIAL Columbia Etf Tr I Diversified Fxd 0.0%
Value ($000) $39 Shares 2,205 Est. Cost $18.29 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $39 Shares 800 Est. Cost $47.97 Unrealized -5.2%
AEP American Electric Power Co Inc 0.0%
Value ($000) $39 Shares 459 Est. Cost $79.52 Unrealized +0.5%
SLV iShares Silver Trust ETF 0.0%
Value ($000) $38 Shares 1,837 Est. Cost $20.99 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $36 Shares 191 Est. Cost $182.57 Unrealized +8.5%
APRW AllianzIM US Large Cap Buffer20 Apr ETF 0.0%
Value ($000) $36 Shares 1,286 Est. Cost $28.10 Unrealized
JULW AllianzIM US Large Cap Buffer20 Jul ETF 0.0%
Value ($000) $36 Shares 1,196 Est. Cost $29.80 Unrealized
ES Eversource Energy 0.0%
Value ($000) $36 Shares 502 Est. Cost $69.36 Unrealized -4.8%
NEM Newmont Corporation 0.0%
Value ($000) $35 Shares 828 Est. Cost $42.39 Unrealized 0.0%
SONO Sonos Inc 0.0%
Value ($000) $34 Shares 2,065 Est. Cost $25.00 Unrealized -29.1%
LEAD Siren Etf Tr Divcn LDRS 0.0%
Value ($000) $33 Shares 581 Est. Cost $51.55 Unrealized
MUB iShares National Muni Bond 0.0%
Value ($000) $33 Shares 306 Est. Cost $106.62 Unrealized
UPS United Parcel Service Inc 0.0%
Value ($000) $32 Shares 180 Est. Cost $174.40 Unrealized -11.4%
ZM Zoom Video Communications Inc 0.0%
Value ($000) $32 Shares 468 Est. Cost $122.53 Unrealized -45.4%
CG The Carlyle Group Inc 0.0%
Value ($000) $31 Shares 959 Est. Cost $30.06 Unrealized -11.4%
XYZ Block Inc 0.0%
Value ($000) $31 Shares 459 Est. Cost $119.06 Unrealized -47.5%
PBD Invesco Global Clean Energy 0.0%
Value ($000) $31 Shares 1,616 Est. Cost $19.71 Unrealized
CION CION Investment Corporation 0.0%
Value ($000) $30 Shares 2,907 Est. Cost $6.43 Unrealized +2.7%
KLAC KLA Corp 0.0%
Value ($000) $29 Shares 60 Est. Cost $407.84 Unrealized 0.0%
XLK SPDR Technology Select Sector 0.0%
Value ($000) $28 Shares 162 Est. Cost $141.57 Unrealized
MNA IQ Merger Arbitrage 0.0%
Value ($000) $26 Shares 849 Est. Cost $31.77 Unrealized
DECK Deckers Outdoor Corp 0.0%
Value ($000) $26 Shares 50 Est. Cost $69.90 Unrealized +15.0%
HYD VanEck High Yield Muni 0.0%
Value ($000) $25 Shares 484 Est. Cost $51.74 Unrealized
FTCS First Tr Capital Strength ETF Db Strategic Value Index 0.0%
Value ($000) $25 Shares 329 Est. Cost $72.94 Unrealized
THC Tenet Healthcare Corp 0.0%
Value ($000) $24 Shares 297 Est. Cost $55.58 Unrealized +28.1%
SHEL Shell PLC A Spons ADR 0.0%
Value ($000) $22 Shares 364 Est. Cost $58.01 Unrealized
FVD First Trust Value Line Dividend Index Fund 0.0%
Value ($000) $21 Shares 529 Est. Cost $40.50 Unrealized
NOK Nokia Corp 0.0%
Value ($000) $21 Shares 5,000 Est. Cost $4.91 Unrealized
Aspen Technology Inc 0.0%
Value ($000) $21 Shares 123 Est. Cost $228.87 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $21 Shares 160 Est. Cost $120.95 Unrealized 0.0%
URA Global X Uranium ETF 0.0%
Value ($000) $20 Shares 910 Est. Cost $21.70 Unrealized
EWZ iShares MSCI Brazil 0.0%
Value ($000) $19 Shares 600 Est. Cost $32.43 Unrealized
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer 10 Jan/Jul ETF 0.0%
Value ($000) $19 Shares 779 Est. Cost $23.58 Unrealized
Teucrium Wheat 0.0%
Value ($000) $19 Shares 2,900 Est. Cost $6.44 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $18 Shares 188 Est. Cost $92.28 Unrealized 0.0%
NVS Novartis AG Spons ADR 0.0%
Value ($000) $18 Shares 180 Est. Cost $100.91 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $18 Shares 346 Est. Cost $52.13 Unrealized
BP BP PLC 0.0%
Value ($000) $18 Shares 510 Est. Cost $30.29 Unrealized
ION Ion Media Networks Inc 0.0%
Value ($000) $18 Shares 482 Est. Cost $37.22 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $18 Shares 343 Est. Cost $52.11 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $18 Shares 286 Est. Cost $62.32 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $18 Shares 355 Est. Cost $43.08 Unrealized 0.0%
TotalEnergies SE 0.0%
Value ($000) $18 Shares 308 Est. Cost $57.64 Unrealized
SHYG iShares 0-5 Year High Yield Corporate Bond 0.0%
Value ($000) $18 Shares 426 Est. Cost $41.39 Unrealized
TRV The Travelers Companies Inc 0.0%
Value ($000) $17 Shares 100 Est. Cost $172.02 Unrealized -2.5%
COF Capital One Financial Corp 0.0%
Value ($000) $17 Shares 158 Est. Cost $99.69 Unrealized -3.8%
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $17 Shares 344 Est. Cost $51.06 Unrealized 0.0%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $17 Shares 391 Est. Cost $46.42 Unrealized 0.0%
CORN Teucrium Corn Fund 0.0%
Value ($000) $17 Shares 755 Est. Cost $22.19 Unrealized
XLV SPDR Health Care Select Sector 0.0%
Value ($000) $16 Shares 124 Est. Cost $136.34 Unrealized
PANW Palo Alto Networks Com 0.0%
Value ($000) $15 Shares 60 Est. Cost $84.74 Unrealized +22.8%
IHI iShares U.S. Medical Devices ETF 0.0%
Value ($000) $15 Shares 270 Est. Cost $56.46 Unrealized
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR 0.0%
Value ($000) $15 Shares 150 Est. Cost $100.92 Unrealized
OPRX Optimizerx Corp 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $16.73 Unrealized -14.9%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $14 Shares 30 Est. Cost $489.83 Unrealized 0.0%
CI The Cigna Group 0.0%
Value ($000) $13 Shares 48 Est. Cost $276.18 Unrealized -10.2%
ZS Zscaler Inc 0.0%
Value ($000) $13 Shares 90 Est. Cost $122.11 Unrealized 0.0%
DBA Invesco DB Agriculture 0.0%
Value ($000) $13 Shares 615 Est. Cost $20.43 Unrealized
TSN Tyson Foods Inc 0.0%
Value ($000) $12 Shares 238 Est. Cost $68.50 Unrealized -27.6%
GPRE Green Plains Inc 0.0%
Value ($000) $12 Shares 364 Est. Cost $32.61 Unrealized -2.9%
MBC Masterbrand Inc 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $8.82 Unrealized +8.7%
NWN Northwest Natural Hldg Co 0.0%
Value ($000) $11 Shares 263 Est. Cost $48.34 Unrealized -6.5%
TMUS T-Mobile US Inc Com 0.0%
Value ($000) $11 Shares 81 Est. Cost $139.96 Unrealized -3.1%
Marathon Oil Corp 0.0%
Value ($000) $11 Shares 484 Est. Cost $23.96 Unrealized
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value ($000) $11 Shares 75 Est. Cost $115.66 Unrealized +20.5%
Sage Therapeutics Inc 0.0%
Value ($000) $11 Shares 232 Est. Cost $41.96 Unrealized
Sun Power Corporation 0.0%
Value ($000) $10 Shares 1,070 Est. Cost $13.84 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $10 Shares 50 Est. Cost $204.24 Unrealized
DAL Delta Air Lines 0.0%
Value ($000) $10 Shares 213 Est. Cost $37.19 Unrealized -3.5%
PCEF Invesco CEF Income Composite 0.0%
Value ($000) $9 Shares 515 Est. Cost $20.53 Unrealized
DIS Walt Disney Co 0.0%
Value ($000) $9 Shares 102 Est. Cost $134.26 Unrealized -31.1%
BURL Burlington Stores Inc 0.0%
Value ($000) $8 Shares 50 Est. Cost $171.62 Unrealized 0.0%
Surmodics Inc 0.0%
Value ($000) $7 Shares 238 Est. Cost $22.78 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.44 Unrealized -1.2%
C Citigroup Inc 0.0%
Value ($000) $7 Shares 158 Est. Cost $44.28 Unrealized -3.5%
TXT Textron Inc 0.0%
Value ($000) $7 Shares 105 Est. Cost $71.09 Unrealized -7.5%
BKE Buckle Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $24.77 Unrealized +4.5%
ACVF Etf Opportunities Tr Amern Conservative Values Etf 0.0%
Value ($000) $7 Shares 196 Est. Cost $31.51 Unrealized
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.0%
Value ($000) $7 Shares 158 Est. Cost $42.21 Unrealized
BAC Bank of America Corp 0.0%
Value ($000) $6 Shares 217 Est. Cost $38.63 Unrealized -31.1%
DUK Duke Energy Corp 0.0%
Value ($000) $6 Shares 69 Est. Cost $88.55 Unrealized -3.8%
AXP American Express Co 0.0%
Value ($000) $6 Shares 35 Est. Cost $160.00 Unrealized -2.4%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $6 Shares 90 Est. Cost $105.43 Unrealized -35.5%
NB Niocorp Developments Ltd 0.0%
Value ($000) $6 Shares 1,183 Est. Cost $6.80 Unrealized -16.1%
RITM RITHM Capital Corp 0.0%
Value ($000) $6 Shares 634 Est. Cost $8.00 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $6 Shares 77 Est. Cost $72.65 Unrealized -3.6%
NSC Norfolk Southern Corp 0.0%
Value ($000) $6 Shares 25 Est. Cost $252.93 Unrealized -20.8%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $5 Shares 17 Est. Cost $323.64 Unrealized -4.9%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.90 Unrealized
FEX First Trust Large Cap Core Alphadex 0.0%
Value ($000) $5 Shares 62 Est. Cost $82.87 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $5 Shares 275 Est. Cost $19.02 Unrealized +0.4%
IXN iShares Global Tech ETF 0.0%
Value ($000) $5 Shares 82 Est. Cost $54.12 Unrealized
QS Quantumscape Corp Com Cl A 0.0%
Value ($000) $5 Shares 628 Est. Cost $8.12 Unrealized -14.3%
ADNT Adient PLC 0.0%
Value ($000) $4 Shares 116 Est. Cost $41.75 Unrealized -11.5%
Fuelcell Energy Inc 0.0%
Value ($000) $4 Shares 1,985 Est. Cost $2.85 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $4 Shares 2 Est. Cost $31.42 Unrealized +25.9%
Bitwise Crypto Industry Innovators ETF 0.0%
Value ($000) $4 Shares 518 Est. Cost $5.87 Unrealized
Maxeon Solar Technologies Ltd 0.0%
Value ($000) $4 Shares 133 Est. Cost $26.54 Unrealized
United States Natural Gas ETF 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.94 Unrealized
SOFI Sofi Technologies Inc 0.0%
Value ($000) $3 Shares 419 Est. Cost $6.06 Unrealized +7.5%
MGM MGM Resorts International 0.0%
Value ($000) $3 Shares 74 Est. Cost $41.55 Unrealized +2.8%
KO Coca Cola Company 0.0%
Value ($000) $3 Shares 53 Est. Cost $54.22 Unrealized +5.8%
QPX Advisorshares Tr Q Dynamic Growth 0.0%
Value ($000) $3 Shares 101 Est. Cost $25.17 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $3 Shares 92 Est. Cost $50.63 Unrealized -46.8%
VYM Vanguard High Dividend Yield 0.0%
Value ($000) $2 Shares 23 Est. Cost $108.03 Unrealized
MLPX Global X MLP & Energy Infrastructure 0.0%
Value ($000) $2 Shares 57 Est. Cost $39.95 Unrealized
First Trust RiverFront Dynamic Eurp ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $60.48 Unrealized
FDL First TR Morningstar Divid Leaders Index 0.0%
Value ($000) $2 Shares 67 Est. Cost $35.51 Unrealized
Zimvie Inc 0.0%
Value ($000) $2 Shares 180 Est. Cost $7.23 Unrealized
SOCL Global X Social Media ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $37.13 Unrealized
QYLD Global X Nasdaq 100 Covered Call ETF 0.0%
Value ($000) $2 Shares 113 Est. Cost $17.15 Unrealized
SCHP Schwab US TIPS 0.0%
Value ($000) $2 Shares 37 Est. Cost $53.88 Unrealized
BSV Vanguard Short-Term Bond Index ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $76.60 Unrealized
BBWI Bath & Body Works Inc 0.0%
Value ($000) $2 Shares 48 Est. Cost $38.53 Unrealized -12.1%
SDIV Global X SuperDividend 0.0%
Value ($000) $2 Shares 79 Est. Cost $23.04 Unrealized
WBD Warner Bros Discovery Inc Series A 0.0%
Value ($000) $2 Shares 139 Est. Cost $14.23 Unrealized -8.8%
GE General Electric Company 0.0%
Value ($000) $2 Shares 14 Est. Cost $58.52 Unrealized +36.4%
TTD The Trade Desk Inc Com Cl A 0.0%
Value ($000) $2 Shares 20 Est. Cost $53.23 Unrealized +27.1%
BND Vanguard Total Bond Market 0.0%
Value ($000) $1 Shares 20 Est. Cost $73.07 Unrealized
PAPR Innovator S&P 500 Power Buffer ETF - April 0.0%
Value ($000) $1 Shares 46 Est. Cost $28.14 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $43.58 Unrealized -5.0%
TDOC Teladoc Health Inc 0.0%
Value ($000) $1 Shares 52 Est. Cost $26.76 Unrealized -6.0%
COIN Coinbase 0.0%
Value ($000) $1 Shares 18 Est. Cost $59.88 Unrealized -0.4%
LMND Lemonade Inc 0.0%
Value ($000) $1 Shares 68 Est. Cost $15.20 Unrealized +2.9%
NYC American Strategic Invest Co A 0.0%
Value ($000) $1 Shares 125 Est. Cost $10.25 Unrealized -11.5%
PFX Phenixfin Corp 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.63 Unrealized +0.9%
INDI Indie Semiconductor Inc A 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.94 Unrealized +1.0%
T AT&T Inc 0.0%
Value ($000) $1 Shares 56 Est. Cost $14.97 Unrealized -1.2%
TWLO Twilio Inc Cl A 0.0%
Value ($000) $1 Shares 14 Est. Cost $61.68 Unrealized -4.3%
US Steel Corp 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.10 Unrealized
OKTA Okta Inc Com Cl A 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.12 Unrealized -0.2%
Lucid Group Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.04 Unrealized
SNAP Snap Inc 0.0%
Value ($000) $1 Shares 58 Est. Cost $10.51 Unrealized -4.4%
KD Kyndryl Hldgs Inc Com 0.0%
Value ($000) $1 Shares 51 Est. Cost $14.19 Unrealized -4.6%
PINS Pinterest Inc Cl A 0.0%
Value ($000) $1 Shares 21 Est. Cost $25.91 Unrealized -3.8%
RBLX Roblox Corp CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $38.22 Unrealized +5.0%
SGMO Sangamo Therapeutics Inc 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.85 Unrealized -52.1%
ETFMG Alternative Harvest 0.0%
Value ($000) $1 Shares 168 Est. Cost $3.52 Unrealized
PSEP Innovator S&P 500 Power Buffer ETF - September 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.60 Unrealized
ETSY Etsy Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $124.01 Unrealized -24.0%
BSQUARE Corp 0.0%
Value ($000) $0 Shares 322 Est. Cost $1.11 Unrealized
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $0 Shares 24 Est. Cost $16.89 Unrealized -17.3%
ITOT iShares Core S&P Total US Stock Market 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.64 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $0 Shares 660 Est. Cost $0.70 Unrealized
MARK Remark Hldgs Inc 0.0%
Value ($000) $0 Shares 380 Est. Cost $1.38 Unrealized -15.5%
BHF Brighthouse Finl Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.54 Unrealized -18.0%
VSCO Victorias Secret And Co 0.0%
Value ($000) $0 Shares 15 Est. Cost $37.07 Unrealized -32.0%
MU Micron Technology Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.76 Unrealized +9.9%
TALO Talos Energy 0.0%
Value ($000) $0 Shares 17 Est. Cost $17.22 Unrealized -21.8%
TNL Travel Leisure Co. 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.33 Unrealized 0.0%
IXUS iShares Core MSCI Total International Stock ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.00 Unrealized
TDAY Gannett Co Inc 0.0%
Value ($000) $0 Shares 81 Est. Cost $2.34 Unrealized -14.9%
WPRT Westport Fuel Systems 0.0%
Value ($000) $0 Shares 20 Est. Cost $7.73 Unrealized 0.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.92 Unrealized -9.0%
IUSB iShares Core Total USD Bond Market 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.49 Unrealized
TLPH Acelrx Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 75 Est. Cost $0.87 Unrealized 0.0%
Canopy Growth Corporation 0.0%
Value ($000) $0 Shares 176 Est. Cost $1.75 Unrealized
DD DuPont de Nemours Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.67 Unrealized -5.2%
ONL Orion Office REIT Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.79 Unrealized
Capstone Green Energy Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $1.40 Unrealized