Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 17, 2020

Total Value ($000): $714,808,216 (100.0% shares, 0.0% debt)

Holdings (440)

IVV IShares S&P 500 Index 30.3%
Value ($000) $216,466,706 Shares 698,979 Est. Cost $31130.67 Unrealized
IWM Ishares Russell 2000 5.6%
Value ($000) $40,282,691 Shares 281,343 Est. Cost $21927.95 Unrealized
ICSH iShares Ultra Short-Term Bond ETF 4.9%
Value ($000) $35,372,636 Shares 699,617 Est. Cost $50560.00 Unrealized
IEFA iShares Core MSCI EAFE 3.9%
Value ($000) $27,695,241 Shares 484,521 Est. Cost $8623.58 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 3.7%
Value ($000) $26,205,025 Shares 377,377 Est. Cost $54569.13 Unrealized
AAPL Apple Computer Inc 2.4%
Value ($000) $17,401,950 Shares 47,703 Est. Cost $44.78 Unrealized +67.7%
MSFT Microsoft Corp 2.2%
Value ($000) $15,753,285 Shares 77,408 Est. Cost $104.26 Unrealized +66.0%
IWS iShares Russell Midcap Value 2.0%
Value ($000) $14,198,325 Shares 185,526 Est. Cost $7707.56 Unrealized
MKL Markel Corp 1.9%
Value ($000) $13,712,767 Shares 14,854 Est. Cost $1037.87 Unrealized -12.4%
IEMG iShares Core MSCI Emerging Markets ETF 1.9%
Value ($000) $13,692,260 Shares 287,653 Est. Cost $52024.71 Unrealized
PEP Pepsico Incorporated 1.8%
Value ($000) $12,535,066 Shares 94,776 Est. Cost $94.88 Unrealized +16.8%
UNH Unitedhealth Group Inc 1.7%
Value ($000) $12,346,567 Shares 41,860 Est. Cost $231.37 Unrealized +12.9%
VIG Vanguard Dividend Appreciation 1.6%
Value ($000) $11,407,808 Shares 97,353 Est. Cost $2424.51 Unrealized
BRK/B Berkshire Hathaway Cl B 1.6%
Value ($000) $11,272,549 Shares 63,148 Est. Cost $181.90 Unrealized +0.4%
JNJ Johnson & Johnson 1.5%
Value ($000) $10,380,606 Shares 73,815 Est. Cost $108.57 Unrealized +14.4%
DIS Disney Walt Co 1.4%
Value ($000) $10,215,083 Shares 91,607 Est. Cost $108.34 Unrealized -0.4%
GOOG Alphabet Inc. Class C 1.4%
Value ($000) $9,951,814 Shares 7,040 Est. Cost $60.02 Unrealized +11.6%
MRK Merck & Co Inc 1.4%
Value ($000) $9,948,325 Shares 128,648 Est. Cost $62.79 Unrealized +0.1%
Brookfield Asset Mgmt 1.4%
Value ($000) $9,728,922 Shares 295,712 Est. Cost $33182.14 Unrealized
UNP Union Pacific Corp 1.3%
Value ($000) $9,466,864 Shares 55,994 Est. Cost $127.49 Unrealized +10.9%
D Dominion Res Inc Va New 1.3%
Value ($000) $9,326,239 Shares 114,883 Est. Cost $59.41 Unrealized +5.4%
CMCSA Comcast Corp New Cl A 1.3%
Value ($000) $9,270,161 Shares 237,818 Est. Cost $34.65 Unrealized -5.4%
WMT Wal-Mart Stores Inc 1.2%
Value ($000) $8,603,458 Shares 71,827 Est. Cost $30.15 Unrealized +26.2%
MDT Medtronic Inc 1.2%
Value ($000) $8,232,223 Shares 89,773 Est. Cost $83.22 Unrealized -1.7%
HD Home Depot Inc 1.1%
Value ($000) $8,201,228 Shares 32,738 Est. Cost $186.00 Unrealized +7.4%
RTX Raytheon Technologies Ord 1.1%
Value ($000) $8,090,733 Shares 131,300 Est. Cost $54.61 Unrealized 0.0%
PGR Progressive Corp Ohio 1.1%
Value ($000) $7,931,108 Shares 99,003 Est. Cost $64.94 Unrealized +2.2%
MA Mastercard Inc 1.1%
Value ($000) $7,828,366 Shares 26,474 Est. Cost $248.74 Unrealized +9.9%
USB U S Bancorp Del New 0.7%
Value ($000) $5,201,426 Shares 141,266 Est. Cost $33.88 Unrealized -17.8%
PM Philip Morris Intl Inc 0.7%
Value ($000) $4,814,309 Shares 68,717 Est. Cost $49.48 Unrealized +10.7%
SPY SPDR S&P 500 Index 0.6%
Value ($000) $4,612,449 Shares 14,958 Est. Cost $4064.28 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.6%
Value ($000) $4,514,316 Shares 25,387 Est. Cost $166.05 Unrealized
TE Connectivity Ltd 0.6%
Value ($000) $4,344,048 Shares 53,269 Est. Cost $57253.63 Unrealized
MO Altria Group Inc 0.5%
Value ($000) $3,849,056 Shares 98,065 Est. Cost $22.25 Unrealized +12.2%
OEF iShares S&P 100 0.4%
Value ($000) $3,091,746 Shares 21,709 Est. Cost $123694.42 Unrealized
UDR Utd Dominion Rlty Tr Inc 0.4%
Value ($000) $2,870,597 Shares 76,795 Est. Cost $30.95 Unrealized -2.3%
V Visa Inc 0.4%
Value ($000) $2,534,793 Shares 13,122 Est. Cost $105.93 Unrealized +65.7%
PFF Ishares U S Pfd Etf 0.3%
Value ($000) $2,145,428 Shares 61,935 Est. Cost $24520.70 Unrealized
AMZN Amazon Com Inc 0.3%
Value ($000) $1,950,486 Shares 707 Est. Cost $65.23 Unrealized +85.2%
TFC Truist Finl Corp Com 0.3%
Value ($000) $1,939,447 Shares 51,650 Est. Cost $40.39 Unrealized -31.3%
MDLZ Mondelez Intl Inc Cl A 0.2%
Value ($000) $1,661,469 Shares 32,495 Est. Cost $28.07 Unrealized +58.7%
MCD Mc Donalds Corp 0.2%
Value ($000) $1,659,552 Shares 8,996 Est. Cost $135.02 Unrealized +19.2%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $1,632,176 Shares 1,151 Est. Cost $41.23 Unrealized +62.3%
META Facebook Inc Class A 0.2%
Value ($000) $1,605,385 Shares 7,070 Est. Cost $146.42 Unrealized +41.6%
CSX C S X Corp 0.2%
Value ($000) $1,574,102 Shares 22,571 Est. Cost $7.46 Unrealized +175.0%
JPM Jpmorgan Chase & Co 0.2%
Value ($000) $1,521,480 Shares 16,176 Est. Cost $84.69 Unrealized -3.5%
MRSH Marsh & Mc Lennan Co Inc 0.2%
Value ($000) $1,486,100 Shares 13,841 Est. Cost $85.31 Unrealized +9.0%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,437,748 Shares 32,150 Est. Cost $54.04 Unrealized -35.6%
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $1,407,497 Shares 13,832 Est. Cost $35903.56 Unrealized
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $1,344,661 Shares 8,590 Est. Cost $22792.71 Unrealized
EFA iShares MSCI EAFE 0.2%
Value ($000) $1,289,511 Shares 21,185 Est. Cost $5883.34 Unrealized
IWB Ishares Tr Russell 0.2%
Value ($000) $1,218,928 Shares 7,100 Est. Cost $6849.97 Unrealized
KMX Carmax Inc 0.2%
Value ($000) $1,108,898 Shares 12,383 Est. Cost $74.76 Unrealized +4.8%
PG Procter & Gamble 0.2%
Value ($000) $1,077,423 Shares 9,011 Est. Cost $82.61 Unrealized +22.9%
1/100 Berkshire Htwy Cla 0.1%
Value ($000) $1,069,200 Shares 400 Est. Cost $798275.00 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,006,882 Shares 5,759 Est. Cost $105.45 Unrealized +35.5%
AGG Ishares Barclays Aggregate Bond 0.1%
Value ($000) $1,002,687 Shares 8,482 Est. Cost $32177.35 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $987,471 Shares 7,308 Est. Cost $81.55 Unrealized +26.7%
KO Coca Cola Company 0.1%
Value ($000) $981,404 Shares 21,965 Est. Cost $32.64 Unrealized +18.6%
CVX Chevron Corporation 0.1%
Value ($000) $950,121 Shares 10,648 Est. Cost $76.90 Unrealized -9.2%
CSCO Cisco Systems Inc 0.1%
Value ($000) $899,952 Shares 19,296 Est. Cost $28.74 Unrealized +28.7%
AMGN Amgen Incorporated 0.1%
Value ($000) $878,343 Shares 3,724 Est. Cost $124.27 Unrealized +54.2%
VZ Verizon Communications 0.1%
Value ($000) $868,173 Shares 15,748 Est. Cost $34.02 Unrealized +19.8%
IWR Ishares Russell Midcap 0.1%
Value ($000) $803,142 Shares 14,984 Est. Cost $55.31 Unrealized
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $785,382 Shares 4,967 Est. Cost $96.35 Unrealized
AUB Atlantic Un Bankshares Corp 0.1%
Value ($000) $755,734 Shares 32,631 Est. Cost $27.30 Unrealized -33.5%
DEO Diageo Plc New Adr 0.1%
Value ($000) $736,323 Shares 5,479 Est. Cost $17857.55 Unrealized
INTC Intel Corp 0.1%
Value ($000) $734,530 Shares 12,277 Est. Cost $36.43 Unrealized +46.0%
NFLX Netflix Inc 0.1%
Value ($000) $723,969 Shares 1,591 Est. Cost $22.79 Unrealized +86.7%
BAC Bank Of America Corp 0.1%
Value ($000) $720,242 Shares 30,326 Est. Cost $13.57 Unrealized +51.6%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $688,161 Shares 2,850 Est. Cost $84.78 Unrealized +134.3%
RJF Raymond James Finl Inc 0.1%
Value ($000) $682,794 Shares 9,920 Est. Cost $55.11 Unrealized -24.9%
UVV Universal Corp Va 0.1%
Value ($000) $675,450 Shares 15,889 Est. Cost $45.15 Unrealized -2.6%
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $670,741 Shares 9,052 Est. Cost $63297.22 Unrealized
IYH iShares US Healthcare 0.1%
Value ($000) $631,825 Shares 2,930 Est. Cost $187800.00 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $627,405 Shares 2,345 Est. Cost $261.08 Unrealized +15.1%
IBM Intl Business Machines 0.1%
Value ($000) $626,917 Shares 5,191 Est. Cost $103.01 Unrealized -11.3%
COST Costco Whsl Corp New 0.1%
Value ($000) $620,013 Shares 2,045 Est. Cost $213.43 Unrealized +30.8%
SBUX Starbucks Corp 0.1%
Value ($000) $615,912 Shares 8,370 Est. Cost $56.95 Unrealized +16.5%
ABT Abbott Laboratories 0.1%
Value ($000) $613,093 Shares 6,706 Est. Cost $54.94 Unrealized +49.1%
Tri Continental Corp 0.1%
Value ($000) $561,782 Shares 22,735 Est. Cost $19.97 Unrealized
SYY Sysco Corporation 0.1%
Value ($000) $556,457 Shares 10,180 Est. Cost $29.63 Unrealized +52.5%
NSC Norfolk Southern Corp 0.1%
Value ($000) $548,656 Shares 3,125 Est. Cost $111.31 Unrealized +35.6%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $547,080 Shares 3,338 Est. Cost $80262.07 Unrealized
WM Waste Management, INC. 0.1%
Value ($000) $542,316 Shares 5,121 Est. Cost $101.90 Unrealized -9.6%
VNQ Vanguard Reit 0.1%
Value ($000) $526,858 Shares 6,709 Est. Cost $93.16 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $480,182 Shares 5,265 Est. Cost $60.51 Unrealized +17.3%
XLV Sector Spdr Health Fund 0.1%
Value ($000) $474,732 Shares 4,744 Est. Cost $86.48 Unrealized
HON Honeywell International 0.1%
Value ($000) $472,665 Shares 3,269 Est. Cost $96.58 Unrealized +22.1%
IWN Ishares Russell 2000 Value ETF 0.1%
Value ($000) $452,117 Shares 4,639 Est. Cost $13406.76 Unrealized
GVI iShares Interm Government/Credit Bd 0.1%
Value ($000) $451,538 Shares 3,836 Est. Cost $110.81 Unrealized
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $449,174 Shares 4,575 Est. Cost $46.21 Unrealized +52.6%
TMO Thermo Electron Corp 0.1%
Value ($000) $429,011 Shares 1,184 Est. Cost $165.89 Unrealized +99.1%
MMM 3m Company 0.1%
Value ($000) $419,554 Shares 2,690 Est. Cost $103.05 Unrealized -0.6%
ADP Auto Data Processing 0.1%
Value ($000) $402,150 Shares 2,701 Est. Cost $72.17 Unrealized +76.0%
MCHP Microchip Technology Inc 0.1%
Value ($000) $401,588 Shares 3,813 Est. Cost $16.29 Unrealized +147.7%
UPS United Parcel Service B 0.1%
Value ($000) $389,426 Shares 3,503 Est. Cost $78.24 Unrealized +1.9%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $380,693 Shares 2,185 Est. Cost $90.13 Unrealized +53.0%
ADBE Adobe Systems Inc 0.1%
Value ($000) $380,026 Shares 873 Est. Cost $211.35 Unrealized +75.3%
DUK Duke Energy New 0.1%
Value ($000) $379,158 Shares 4,746 Est. Cost $56.31 Unrealized +20.1%
Stanley Furniture New 0.1%
Value ($000) $376,420 Shares 583,597 Est. Cost $0.49 Unrealized
IUSG iShares Russell 3000 Growth 0.1%
Value ($000) $373,776 Shares 5,200 Est. Cost $61.83 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $366,521 Shares 2,593 Est. Cost $107.97 Unrealized +4.4%
GD General Dynamics Corp 0.1%
Value ($000) $366,177 Shares 2,450 Est. Cost $96.49 Unrealized +28.8%
BX Blackstone Group LP 0.0%
Value ($000) $351,575 Shares 6,205 Est. Cost $41.21 Unrealized +5.5%
EMR Emerson Electric Co 0.0%
Value ($000) $347,368 Shares 5,600 Est. Cost $49.44 Unrealized +1.7%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $346,860 Shares 2,716 Est. Cost $91684.74 Unrealized
TT Trane Technologies PLC 0.0%
Value ($000) $346,310 Shares 3,892 Est. Cost $93.73 Unrealized -13.9%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $339,387 Shares 4,308 Est. Cost $87379.44 Unrealized
PFE Pfizer Incorporated 0.0%
Value ($000) $338,183 Shares 10,342 Est. Cost $25.62 Unrealized +1.5%
XLU Select Sector Spdr Trust The Utilities Select Sect 0.0%
Value ($000) $329,988 Shares 5,848 Est. Cost $21201.62 Unrealized
BR Broadridge Finl Solution 0.0%
Value ($000) $328,599 Shares 2,604 Est. Cost $31.74 Unrealized +231.8%
VB Vanguard Small Cap 0.0%
Value ($000) $328,307 Shares 2,253 Est. Cost $165302.10 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $326,554 Shares 1,989 Est. Cost $98.96 Unrealized +45.4%
CVS C V S Corp Del 0.0%
Value ($000) $325,506 Shares 5,010 Est. Cost $67.82 Unrealized -22.4%
AMAT Applied Materials Inc 0.0%
Value ($000) $312,103 Shares 5,163 Est. Cost $42.04 Unrealized +21.9%
AXP American Express Company 0.0%
Value ($000) $311,924 Shares 3,277 Est. Cost $77.56 Unrealized +10.4%
Community Bankers Trust Corp 0.0%
Value ($000) $309,650 Shares 56,300 Est. Cost $4.60 Unrealized
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $304,080 Shares 36,200 Est. Cost $15.95 Unrealized -51.3%
CRM Salesforce Com 0.0%
Value ($000) $301,039 Shares 1,607 Est. Cost $126.40 Unrealized +31.7%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $297,035 Shares 2,925 Est. Cost $83208.14 Unrealized
TG Tredegar Corporation 0.0%
Value ($000) $296,496 Shares 19,253 Est. Cost $10.02 Unrealized -4.2%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $287,178 Shares 2,598 Est. Cost $41068.27 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $274,897 Shares 19,024 Est. Cost $9.46 Unrealized -16.5%
ADSK Autodesk Inc 0.0%
Value ($000) $265,979 Shares 1,112 Est. Cost $143.79 Unrealized +36.7%
BA Boeing Co 0.0%
Value ($000) $258,650 Shares 1,411 Est. Cost $263.82 Unrealized -41.7%
ORCL Oracle Corporation 0.0%
Value ($000) $258,387 Shares 4,675 Est. Cost $38.21 Unrealized +28.2%
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $243,209 Shares 3,013 Est. Cost $105660.14 Unrealized
GNW Genworth Financial Inc 0.0%
Value ($000) $240,704 Shares 104,201 Est. Cost $4.19 Unrealized -24.8%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $239,208 Shares 1,750 Est. Cost $96.57 Unrealized
DHR Danaher Corp Del 0.0%
Value ($000) $238,544 Shares 1,349 Est. Cost $78.78 Unrealized +77.7%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $235,221 Shares 7,376 Est. Cost $49.07 Unrealized -53.0%
NVDA Nvidia Corp 0.0%
Value ($000) $229,846 Shares 605 Est. Cost $4.20 Unrealized +91.9%
ACH Owens & Minor Inc Hldg Co 0.0%
Value ($000) $228,600 Shares 30,000 Est. Cost $7.31 Unrealized 0.0%
CAT Caterpillar Inc 0.0%
Value ($000) $225,803 Shares 1,785 Est. Cost $110.03 Unrealized -3.5%
TDY Teledyne Technologies 0.0%
Value ($000) $220,153 Shares 708 Est. Cost $228.00 Unrealized +44.2%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $219,638 Shares 4,244 Est. Cost $53073.05 Unrealized
PALL ETFS Physical Palladium 0.0%
Value ($000) $205,636 Shares 1,125 Est. Cost $101.33 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $202,936 Shares 716 Est. Cost $276249.88 Unrealized
ISRG Intuitive Surgical New 0.0%
Value ($000) $199,441 Shares 350 Est. Cost $177.30 Unrealized +1.1%
JCI Johnson Controls Inc 0.0%
Value ($000) $196,646 Shares 5,760 Est. Cost $28.21 Unrealized -2.7%
Brookfield Property REIT Inc 0.0%
Value ($000) $194,688 Shares 19,547 Est. Cost $6046.08 Unrealized
CI Cigna Corp 0.0%
Value ($000) $193,655 Shares 1,032 Est. Cost $164.52 Unrealized +5.5%
SCHB Schw US Brd Mkt Etf 0.0%
Value ($000) $190,454 Shares 2,592 Est. Cost $70528.34 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $189,560 Shares 13,540 Est. Cost $6.35 Unrealized 0.0%
ENB Enbridge Inc 0.0%
Value ($000) $188,330 Shares 6,191 Est. Cost $20.62 Unrealized +2.3%
LMT Lockheed Martin Corp 0.0%
Value ($000) $188,100 Shares 515 Est. Cost $282.36 Unrealized +14.7%
SO The Southern Company 0.0%
Value ($000) $187,956 Shares 3,625 Est. Cost $36.72 Unrealized +21.9%
ELV Anthem Inc 0.0%
Value ($000) $187,488 Shares 713 Est. Cost $241.78 Unrealized +2.2%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $184,605 Shares 1,929 Est. Cost $111340.07 Unrealized
Unilever N V Ny Shs Newf 0.0%
Value ($000) $175,525 Shares 3,295 Est. Cost $5707.92 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $174,590 Shares 1,531 Est. Cost $110.08 Unrealized -15.0%
C Citigroup Inc 0.0%
Value ($000) $171,059 Shares 4,690 Est. Cost $43.28 Unrealized -10.6%
MS Morgan Stanley 0.0%
Value ($000) $168,171 Shares 3,482 Est. Cost $37.48 Unrealized -6.0%
T A T & T Inc New 0.0%
Value ($000) $167,414 Shares 5,538 Est. Cost $15.52 Unrealized -0.1%
NOC Northrop Grumman Corp 0.0%
Value ($000) $162,943 Shares 530 Est. Cost $318.67 Unrealized -6.3%
NEU Newmarket Corporation 0.0%
Value ($000) $162,194 Shares 405 Est. Cost $365.87 Unrealized -0.0%
ECL Ecolab Inc 0.0%
Value ($000) $158,961 Shares 799 Est. Cost $139.75 Unrealized +30.3%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $158,878 Shares 3,748 Est. Cost $17319.50 Unrealized
TGT Target Corporation 0.0%
Value ($000) $155,669 Shares 1,298 Est. Cost $77.17 Unrealized +27.2%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $154,619 Shares 2,305 Est. Cost $61647.63 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $153,198 Shares 2,605 Est. Cost $58.02 Unrealized -17.7%
22nd Century Group Inc 0.0%
Value ($000) $152,880 Shares 200,000 Est. Cost $2.26 Unrealized
Canadian Pac Railway 0.0%
Value ($000) $151,927 Shares 595 Est. Cost $211.76 Unrealized
Qwest Corp 0.0%
Value ($000) $150,926 Shares 6,300 Est. Cost $21888.19 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $150,106 Shares 625 Est. Cost $42.09 Unrealized +23.5%
COF Capital One Financial Cp 0.0%
Value ($000) $147,462 Shares 2,356 Est. Cost $85.57 Unrealized -33.8%
GLW Corning Inc 0.0%
Value ($000) $144,626 Shares 5,584 Est. Cost $26.48 Unrealized -26.7%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $143,895 Shares 1,476 Est. Cost $65.26 Unrealized +27.2%
Unilever Plc Adr New 0.0%
Value ($000) $140,054 Shares 2,552 Est. Cost $43814.73 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $138,958 Shares 1,591 Est. Cost $34616.00 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $136,493 Shares 1,075 Est. Cost $92.17 Unrealized +8.0%
AMWD American Woodmark Corp 0.0%
Value ($000) $136,170 Shares 1,800 Est. Cost $57.23 Unrealized 0.0%
PEY Invesco High Yield Eq Div Achiev ETF 0.0%
Value ($000) $134,733 Shares 9,337 Est. Cost $17869.98 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $128,864 Shares 669 Est. Cost $178310.52 Unrealized
CHS Inc 0.0%
Value ($000) $128,335 Shares 4,980 Est. Cost $27370.08 Unrealized
General Electric Company 0.0%
Value ($000) $125,447 Shares 18,367 Est. Cost $1025.52 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $124,804 Shares 1,071 Est. Cost $56.98 Unrealized +100.7%
Bay Banks of Virginia Inc 0.0%
Value ($000) $124,386 Shares 20,731 Est. Cost $9.41 Unrealized
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $122,394 Shares 1,537 Est. Cost $69.21 Unrealized -3.7%
NTAP NetApp Inc 0.0%
Value ($000) $121,130 Shares 2,730 Est. Cost $44.94 Unrealized -17.5%
CHCO City Holding Co 0.0%
Value ($000) $120,695 Shares 1,852 Est. Cost $63.61 Unrealized -16.0%
SRE Sempra Energy 0.0%
Value ($000) $120,278 Shares 1,026 Est. Cost $45.57 Unrealized +12.1%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $119,108 Shares 702 Est. Cost $180.52 Unrealized -7.1%
APH Amphenol Corp Cl A 0.0%
Value ($000) $119,092 Shares 1,243 Est. Cost $21.65 Unrealized -2.2%
EHC Encompass Health Corp 0.0%
Value ($000) $118,782 Shares 1,918 Est. Cost $55.24 Unrealized -8.6%
MHK Mohawk Industries Inc 0.0%
Value ($000) $117,024 Shares 1,150 Est. Cost $87.97 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $116,600 Shares 1,983 Est. Cost $44.83 Unrealized +6.9%
Xilinx Inc 0.0%
Value ($000) $116,592 Shares 1,185 Est. Cost $95.36 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $115,708 Shares 2,057 Est. Cost $33306.08 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $115,251 Shares 841 Est. Cost $92.15 Unrealized +35.1%
NKE Nike Inc Class B 0.0%
Value ($000) $114,663 Shares 1,169 Est. Cost $77.26 Unrealized +10.6%
WSO Watsco Inc 0.0%
Value ($000) $114,277 Shares 643 Est. Cost $169.13 Unrealized -2.2%
AVY Avery Dennison Corp 0.0%
Value ($000) $114,090 Shares 1,000 Est. Cost $94.30 Unrealized +5.8%
GIL Gildan Activewear Inc 0.0%
Value ($000) $113,542 Shares 7,330 Est. Cost $25.04 Unrealized -46.2%
Ohr Pharmaceutical Inc 0.0%
Value ($000) $113,262 Shares 12,900 Est. Cost $1162.64 Unrealized
SUI Sun Communities Inc 0.0%
Value ($000) $108,544 Shares 800 Est. Cost $150100.00 Unrealized
CNI Canadian Natl Ry Co 0.0%
Value ($000) $105,841 Shares 1,195 Est. Cost $76.01 Unrealized -1.6%
RPM Rpm International Inc 0.0%
Value ($000) $105,084 Shares 1,400 Est. Cost $64.41 Unrealized +7.9%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $103,787 Shares 3,334 Est. Cost $39.38 Unrealized -28.4%
FTNT Fortinet Inc 0.0%
Value ($000) $102,953 Shares 750 Est. Cost $15.29 Unrealized +64.2%
BAX Baxter International Inc 0.0%
Value ($000) $102,029 Shares 1,185 Est. Cost $64.98 Unrealized +19.5%
Tri-County Financial Cp 0.0%
Value ($000) $101,016 Shares 4,140 Est. Cost $33.33 Unrealized
DIA Diamonds TRUST Series I 0.0%
Value ($000) $99,538 Shares 386 Est. Cost $178951.78 Unrealized
EPR EPR Properties 0.0%
Value ($000) $99,390 Shares 3,000 Est. Cost $33130.00 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $97,919 Shares 657 Est. Cost $146.85 Unrealized -16.3%
CBRE CBRE Group Inc 0.0%
Value ($000) $97,449 Shares 2,155 Est. Cost $52.59 Unrealized -18.0%
IR Ingersoll-Rand plc 0.0%
Value ($000) $95,805 Shares 3,407 Est. Cost $31.60 Unrealized -11.1%
AMT Amern Tower Corp Class A 0.0%
Value ($000) $89,972 Shares 348 Est. Cost $163.78 Unrealized +28.6%
PRU Prudential Financial Inc 0.0%
Value ($000) $88,957 Shares 1,461 Est. Cost $66.16 Unrealized -33.1%
LUV Southwest Airlines Co 0.0%
Value ($000) $87,569 Shares 2,562 Est. Cost $53.20 Unrealized -44.4%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $86,670 Shares 450 Est. Cost $193.80 Unrealized -7.9%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $86,018 Shares 514 Est. Cost $98.81 Unrealized +26.6%
KXI iShares Global Consumer Staples 0.0%
Value ($000) $84,889 Shares 1,641 Est. Cost $54.66 Unrealized
DE Deere & Co 0.0%
Value ($000) $84,707 Shares 539 Est. Cost $143.81 Unrealized -6.7%
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $84,421 Shares 1,145 Est. Cost $85489.95 Unrealized
Capital One Finl Corp Pfd Ser F 6.2 12/29/2049 0.0%
Value ($000) $83,664 Shares 3,320 Est. Cost $25880.12 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $83,535 Shares 980 Est. Cost $85.58 Unrealized +0.1%
NUE Nucor Corp 0.0%
Value ($000) $82,820 Shares 2,000 Est. Cost $54.36 Unrealized -33.0%
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $81,909 Shares 1,710 Est. Cost $46594.65 Unrealized
Qwest Corp Nt 7pcnt 2056 0.0%
Value ($000) $81,373 Shares 3,320 Est. Cost $22930.12 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $79,379 Shares 268 Est. Cost $220.75 Unrealized +20.0%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $79,360 Shares 1,614 Est. Cost $56.78 Unrealized
MCK Mckesson Corporation 0.0%
Value ($000) $77,937 Shares 508 Est. Cost $123.13 Unrealized +13.1%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $77,582 Shares 210 Est. Cost $287.28 Unrealized +19.7%
Digital Rlty Tr Inc 6.625 Pfd Ser C 0.0%
Value ($000) $77,430 Shares 3,000 Est. Cost $9180.78 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $76,372 Shares 864 Est. Cost $73.17 Unrealized +7.8%
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $74,032 Shares 299 Est. Cost $74635.51 Unrealized
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $73,725 Shares 475 Est. Cost $94.71 Unrealized +39.2%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $73,473 Shares 3,469 Est. Cost $27539.93 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $72,930 Shares 1,273 Est. Cost $20.66 Unrealized +4.8%
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $72,664 Shares 2,564 Est. Cost $35790.17 Unrealized
NuStar Energy LP 0.0%
Value ($000) $71,671 Shares 4,150 Est. Cost $24070.12 Unrealized
BKNG Booking Hldgs Inc 0.0%
Value ($000) $71,655 Shares 45 Est. Cost $1770.56 Unrealized -15.4%
WFC Wells Fargo & Co New 0.0%
Value ($000) $71,603 Shares 2,797 Est. Cost $40.03 Unrealized -40.1%
TSLA Tesla, Inc 0.0%
Value ($000) $68,028 Shares 63 Est. Cost $48.29 Unrealized +12.0%
EVRG Evergy Inc 0.0%
Value ($000) $67,709 Shares 1,142 Est. Cost $42.89 Unrealized +10.4%
PAYX Paychex Inc 0.0%
Value ($000) $66,281 Shares 875 Est. Cost $69.44 Unrealized -15.1%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $65,417 Shares 626 Est. Cost $112410.55 Unrealized
EEM Ishares Msci Emrg Mkt Fd 0.0%
Value ($000) $65,184 Shares 1,630 Est. Cost $39990.18 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $64,210 Shares 1,000 Est. Cost $23.01 Unrealized +138.0%
SBAC S B A Communications Cp 0.0%
Value ($000) $62,265 Shares 209 Est. Cost $148.26 Unrealized +84.9%
ES Eversource Energy 0.0%
Value ($000) $62,036 Shares 745 Est. Cost $52.10 Unrealized +29.0%
ALL Allstate Corporation 0.0%
Value ($000) $61,298 Shares 632 Est. Cost $86.89 Unrealized -1.4%
Liberty Media Corp Delaware Com C Siriusxm 0.0%
Value ($000) $60,115 Shares 1,745 Est. Cost $41.83 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $59,680 Shares 500 Est. Cost $112.17 Unrealized -1.9%
GEN Symantec Corp 0.0%
Value ($000) $59,589 Shares 3,005 Est. Cost $12.38 Unrealized +45.8%
Blackrock Inc 0.0%
Value ($000) $59,306 Shares 109 Est. Cost $242214.11 Unrealized
Royal Dutch Shell A Adrf 0.0%
Value ($000) $57,175 Shares 1,749 Est. Cost $37850.06 Unrealized
FNF Fidelity Natl Finl Inc 0.0%
Value ($000) $54,330 Shares 1,772 Est. Cost $33.65 Unrealized -36.9%
EBAY Ebay Inc 0.0%
Value ($000) $51,873 Shares 989 Est. Cost $31.39 Unrealized +22.4%
SLV iShares Silver Trust 0.0%
Value ($000) $51,030 Shares 3,000 Est. Cost $13.67 Unrealized
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $50,944 Shares 270 Est. Cost $132.42 Unrealized +25.0%
CEF Central Fd Cda Ltd Cla 0.0%
Value ($000) $50,700 Shares 3,000 Est. Cost $11.67 Unrealized
EW Edwards Lifesciences Cp 0.0%
Value ($000) $50,589 Shares 732 Est. Cost $63.91 Unrealized +11.2%
Apollo Global Management LLC Class A 0.0%
Value ($000) $49,920 Shares 1,000 Est. Cost $37.00 Unrealized
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $47,208 Shares 605 Est. Cost $92.56 Unrealized
TROW Rowe T Price Group Inc 0.0%
Value ($000) $46,405 Shares 376 Est. Cost $82.81 Unrealized +8.5%
XYL Xylem Inc 0.0%
Value ($000) $46,252 Shares 712 Est. Cost $69.65 Unrealized -11.3%
THG Hanover Insurance Group 0.0%
Value ($000) $45,599 Shares 450 Est. Cost $98.07 Unrealized -12.6%
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $45,365 Shares 1,248 Est. Cost $45.67 Unrealized
DOW Dow Chemical Company 0.0%
Value ($000) $44,958 Shares 1,103 Est. Cost $36.41 Unrealized -26.2%
ETN Eaton Corporation 0.0%
Value ($000) $44,177 Shares 505 Est. Cost $71.22 Unrealized +5.0%
INGR Ingredion Inc 0.0%
Value ($000) $43,326 Shares 522 Est. Cost $102.11 Unrealized -19.9%
CL Colgate-Palmolive Co 0.0%
Value ($000) $43,077 Shares 588 Est. Cost $55.97 Unrealized +11.4%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $42,735 Shares 300 Est. Cost $124.71 Unrealized -9.8%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $42,665 Shares 500 Est. Cost $75.10 Unrealized +13.0%
DD Dupont De Nemours Inc 0.0%
Value ($000) $42,663 Shares 803 Est. Cost $27.24 Unrealized -36.0%
2U Inc 0.0%
Value ($000) $41,756 Shares 1,100 Est. Cost $74.55 Unrealized
Eaton Vance Cp Non Vtg 0.0%
Value ($000) $41,302 Shares 1,070 Est. Cost $32250.13 Unrealized
IYW Ishares U S Technology Etf 0.0%
Value ($000) $40,470 Shares 150 Est. Cost $153.33 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $40,417 Shares 41 Est. Cost $575.51 Unrealized +30.3%
CMI Cummins Inc 0.0%
Value ($000) $39,789 Shares 230 Est. Cost $138.62 Unrealized +0.5%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $39,524 Shares 200 Est. Cost $174.57 Unrealized -6.0%
O Realty Income Corp 0.0%
Value ($000) $38,675 Shares 650 Est. Cost $49.24 Unrealized -18.5%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $37,965 Shares 1,017 Est. Cost $47.20 Unrealized
Weingarten Rlty Invs Sbi 0.0%
Value ($000) $37,557 Shares 1,984 Est. Cost $29.74 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $36,087 Shares 343 Est. Cost $109.48 Unrealized -21.5%
VWO Vanguard Emerging Market 0.0%
Value ($000) $36,045 Shares 910 Est. Cost $39609.89 Unrealized
NTRA Natera Inc 0.0%
Value ($000) $35,899 Shares 720 Est. Cost $18.26 Unrealized +119.8%
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $35,797 Shares 630 Est. Cost $69.88 Unrealized -29.4%
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $34,292 Shares 400 Est. Cost $111.82 Unrealized -25.1%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $32,901 Shares 343 Est. Cost $91.90 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $32,360 Shares 56 Est. Cost $180.64 Unrealized -5.0%
CDK GLOBAL INC 0.0%
Value ($000) $31,728 Shares 766 Est. Cost $1987.46 Unrealized
ED Consolidated Edison Hldg Co Inc 0.0%
Value ($000) $31,649 Shares 440 Est. Cost $60.48 Unrealized +3.6%
AVGO Avago Technologies Ltd 0.0%
Value ($000) $31,561 Shares 100 Est. Cost $19.57 Unrealized +25.3%
BBY Best Buy Inc 0.0%
Value ($000) $31,330 Shares 359 Est. Cost $58.54 Unrealized +3.0%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $30,845 Shares 221 Est. Cost $121.70 Unrealized +7.5%
Ansys Inc 0.0%
Value ($000) $30,340 Shares 104 Est. Cost $183.57 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $30,246 Shares 244 Est. Cost $109.04 Unrealized +7.8%
ET Energy Transfer Equity LP 0.0%
Value ($000) $30,075 Shares 4,224 Est. Cost $1996.11 Unrealized
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $29,784 Shares 800 Est. Cost $47.59 Unrealized -25.7%
EA Electronic Arts Inc 0.0%
Value ($000) $29,711 Shares 225 Est. Cost $122.56 Unrealized -6.3%
LAMR Lamar Advertising Co A 0.0%
Value ($000) $29,641 Shares 444 Est. Cost $89260.67 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $29,472 Shares 318 Est. Cost $97.19 Unrealized -14.2%
GH Guardant Health Inc 0.0%
Value ($000) $29,450 Shares 363 Est. Cost $69.45 Unrealized +16.0%
AEE Ameren Corporation 0.0%
Value ($000) $28,848 Shares 410 Est. Cost $51.05 Unrealized +20.5%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $28,568 Shares 1,639 Est. Cost $18.79 Unrealized -30.4%
LEG Leggett & Platt Inc 0.0%
Value ($000) $28,120 Shares 800 Est. Cost $31.01 Unrealized 0.0%
WPC W P Carey Inc 0.0%
Value ($000) $27,331 Shares 404 Est. Cost $78541.48 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $27,271 Shares 499 Est. Cost $53.66 Unrealized -17.5%
AES A E S Corp 0.0%
Value ($000) $27,169 Shares 1,875 Est. Cost $10.71 Unrealized 0.0%
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $27,055 Shares 700 Est. Cost $42.71 Unrealized -27.2%
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $27,004 Shares 1,167 Est. Cost $20819.99 Unrealized
Duke Energy Corp New Dp Rep Pfd A 0.0%
Value ($000) $26,920 Shares 1,000 Est. Cost $26420.00 Unrealized
STZ Constellation Brand Cl A 0.0%
Value ($000) $26,243 Shares 150 Est. Cost $170.74 Unrealized -11.0%
STORE Capital Corp 0.0%
Value ($000) $26,191 Shares 1,100 Est. Cost $18115.82 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $25,912 Shares 871 Est. Cost $32089.93 Unrealized
Black Knight Inc 0.0%
Value ($000) $25,251 Shares 348 Est. Cost $64481.38 Unrealized
IYR iShares US Real Estate ETF 0.0%
Value ($000) $25,140 Shares 319 Est. Cost $78.37 Unrealized
GLD Spdr Gold TRUST 0.0%
Value ($000) $25,106 Shares 150 Est. Cost $106.67 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $25,104 Shares 148 Est. Cost $141.56 Unrealized +12.2%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $25,013 Shares 127 Est. Cost $136.53 Unrealized +30.0%
MLM Martin Marietta Matrls 0.0%
Value ($000) $24,788 Shares 120 Est. Cost $255.58 Unrealized -27.6%
BP Bp Plc Adr 0.0%
Value ($000) $24,439 Shares 1,048 Est. Cost $16879.52 Unrealized
ATHENE HOLDING LTD 6.35 SER A 0.0%
Value ($000) $24,380 Shares 1,000 Est. Cost $26400.00 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $24,314 Shares 102 Est. Cost $220.71 Unrealized -0.2%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $23,895 Shares 2,700 Est. Cost $1.27 Unrealized +125.6%
XLK Sector Spdr Tech Select 0.0%
Value ($000) $22,988 Shares 220 Est. Cost $61.09 Unrealized
UGI U G I Corporation New 0.0%
Value ($000) $22,896 Shares 720 Est. Cost $53.89 Unrealized -43.7%
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $22,594 Shares 653 Est. Cost $43050.77 Unrealized
CTVA Corteva Inc com 0.0%
Value ($000) $22,530 Shares 841 Est. Cost $25.02 Unrealized -2.7%
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $22,495 Shares 1,194 Est. Cost $31.86 Unrealized -41.8%
FAST Fastenal Co 0.0%
Value ($000) $22,277 Shares 520 Est. Cost $15.30 Unrealized +8.4%
Glaxosmithkline Plc Adrf 0.0%
Value ($000) $21,986 Shares 539 Est. Cost $28652.99 Unrealized
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $21,927 Shares 52 Est. Cost $28.61 Unrealized -8.6%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $21,289 Shares 333 Est. Cost $55.13 Unrealized 0.0%
MHLD 8.25 PERP A Maiden Holdings Ltdpref Shs Ser A 0.0%
Value ($000) $20,900 Shares 2,000 Est. Cost $13.25 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $20,444 Shares 200 Est. Cost $76.93 Unrealized +19.0%
LYV Cce Spinco Inc 0.0%
Value ($000) $20,392 Shares 460 Est. Cost $67.78 Unrealized -35.3%
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $20,255 Shares 324 Est. Cost $95952.16 Unrealized
Berry Plastics Group Inc 0.0%
Value ($000) $20,210 Shares 456 Est. Cost $49788.61 Unrealized
Xperi Corp 0.0%
Value ($000) $20,147 Shares 1,365 Est. Cost $14759.71 Unrealized
Magellan Midstream Ptnrs 0.0%
Value ($000) $19,427 Shares 450 Est. Cost $6660.99 Unrealized
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $19,352 Shares 502 Est. Cost $43.91 Unrealized -23.3%
GSBD Goldman Sachs Bdc Inc Shs 0.0%
Value ($000) $19,314 Shares 1,190 Est. Cost $20.45 Unrealized -24.5%
PNC Financial Services Group Inc 0.0%
Value ($000) $18,908 Shares 750 Est. Cost $24300.00 Unrealized
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $18,770 Shares 450 Est. Cost $32.54 Unrealized +10.4%
KeyCorp 0.0%
Value ($000) $18,750 Shares 750 Est. Cost $24250.67 Unrealized
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $18,646 Shares 634 Est. Cost $29.62 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $17,937 Shares 128 Est. Cost $141.65 Unrealized -7.1%
SNY Sanofi Aventis Adr 0.0%
Value ($000) $17,868 Shares 350 Est. Cost $43688.93 Unrealized
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $17,830 Shares 500 Est. Cost $13.59 Unrealized 0.0%
VEA Vanguard FTSE International 0.0%
Value ($000) $17,727 Shares 457 Est. Cost $42.02 Unrealized
RWT Redwood TRUST Inc 0.0%
Value ($000) $17,500 Shares 2,500 Est. Cost $7000.00 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $17,078 Shares 330 Est. Cost $66.78 Unrealized -37.4%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $16,803 Shares 900 Est. Cost $22.93 Unrealized -35.1%
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $16,287 Shares 1,398 Est. Cost $9.11 Unrealized -29.3%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $15,848 Shares 96 Est. Cost $165083.33 Unrealized
WestRock Co 0.0%
Value ($000) $15,769 Shares 558 Est. Cost $52.91 Unrealized
DELL Dell Inc 0.0%
Value ($000) $15,658 Shares 285 Est. Cost $24.29 Unrealized -15.2%
ROP Roper Industries Inc 0.0%
Value ($000) $15,530 Shares 40 Est. Cost $282.40 Unrealized +22.7%
LEN Lennar Corp Cl A 0.0%
Value ($000) $15,405 Shares 250 Est. Cost $46.22 Unrealized +2.3%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $15,334 Shares 205 Est. Cost $73.17 Unrealized
Pimco Corporate Opportunity Fund 0.0%
Value ($000) $15,205 Shares 980 Est. Cost $15515.31 Unrealized
IYJ iShares US Industrials 0.0%
Value ($000) $15,081 Shares 100 Est. Cost $128.42 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $14,976 Shares 48 Est. Cost $163.54 Unrealized +56.4%
HSY Hershey Company 0.0%
Value ($000) $14,251 Shares 110 Est. Cost $108.95 Unrealized +8.0%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $14,214 Shares 51 Est. Cost $210882.36 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $14,198 Shares 583 Est. Cost $26617.61 Unrealized
G Genpact Limited 0.0%
Value ($000) $14,060 Shares 385 Est. Cost $27.86 Unrealized +13.2%
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $14,021 Shares 65 Est. Cost $57854.48 Unrealized
Liberty Media Group 0.0%
Value ($000) $13,826 Shares 436 Est. Cost $41.28 Unrealized
KWEB KraneShares CSI China Internet ETF 0.0%
Value ($000) $13,689 Shares 221 Est. Cost $40.72 Unrealized
Healthcare Realty TRUST 0.0%
Value ($000) $13,181 Shares 450 Est. Cost $28.89 Unrealized
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $12,840 Shares 224 Est. Cost $58.28 Unrealized -4.2%
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $12,596 Shares 169 Est. Cost $120.99 Unrealized -35.6%
CINF Cincinnati Financial Cp 0.0%
Value ($000) $12,550 Shares 196 Est. Cost $93.08 Unrealized -38.8%
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $12,232 Shares 275 Est. Cost $40.00 Unrealized
PSX Phillips 0.0%
Value ($000) $11,739 Shares 163 Est. Cost $76.37 Unrealized -26.4%
9 Meters Biopharma Ord 0.0%
Value ($000) $11,458 Shares 20,000 Est. Cost $572.90 Unrealized
GBTC Grayscale Bitcoin Tr Btc Shs Accd Invs 0.0%
Value ($000) $11,286 Shares 1,175 Est. Cost $4780.43 Unrealized
NVT Navteq Corp 0.0%
Value ($000) $11,238 Shares 600 Est. Cost $20.84 Unrealized -21.3%
IP International Paper Co 0.0%
Value ($000) $11,091 Shares 315 Est. Cost $34.11 Unrealized -27.3%
VTR Ventas Inc 0.0%
Value ($000) $10,986 Shares 300 Est. Cost $45.09 Unrealized -40.2%
WY Weyerhaeuser Co 0.0%
Value ($000) $10,893 Shares 485 Est. Cost $25.91 Unrealized -36.5%
FTV Fortive Corp Com 0.0%
Value ($000) $10,826 Shares 160 Est. Cost $49.00 Unrealized -22.2%
AMD Advanced Micro Devices 0.0%
Value ($000) $10,522 Shares 200 Est. Cost $53.02 Unrealized 0.0%
PH Parker-Hannifin Corp 0.0%
Value ($000) $10,263 Shares 56 Est. Cost $156.48 Unrealized -4.5%
Co-Diagnostics Inc 0.0%
Value ($000) $10,159 Shares 525 Est. Cost $7620.95 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $10,002 Shares 130 Est. Cost $60.21 Unrealized +2.1%
DSP Group Inc 0.0%
Value ($000) $9,528 Shares 600 Est. Cost $15880.00 Unrealized
CRON Cronos Group Inc 0.0%
Value ($000) $8,294 Shares 1,380 Est. Cost $7.65 Unrealized -20.1%
L Loews Corporation 0.0%
Value ($000) $7,849 Shares 229 Est. Cost $49.67 Unrealized -33.7%
Canopy Growth Corp 0.0%
Value ($000) $7,838 Shares 485 Est. Cost $20582.55 Unrealized
AER Aercap Holdings Nv 0.0%
Value ($000) $7,700 Shares 250 Est. Cost $28.14 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $7,696 Shares 19 Est. Cost $62.52 Unrealized +12.9%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $7,540 Shares 412 Est. Cost $18.51 Unrealized -14.5%
KRUS KURA SUSHI USA CL A ORD 0.0%
Value ($000) $7,497 Shares 525 Est. Cost $22.01 Unrealized -34.9%
EXC Exelon Corporation 0.0%
Value ($000) $7,258 Shares 200 Est. Cost $26.19 Unrealized -17.1%
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $7,244 Shares 287 Est. Cost $29.36 Unrealized -39.6%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $7,138 Shares 91 Est. Cost $151.55 Unrealized -39.1%
CME Chicago Mercantile Exch 0.0%
Value ($000) $6,827 Shares 42 Est. Cost $147.28 Unrealized -2.0%
JBGS JBG SMITH Properties 0.0%
Value ($000) $6,801 Shares 230 Est. Cost $34.22 Unrealized
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $6,762 Shares 122 Est. Cost $56185.23 Unrealized
FULT Fulton Financial Corp 0.0%
Value ($000) $6,687 Shares 635 Est. Cost $12.85 Unrealized -34.0%
Slack Technologies Inc 0.0%
Value ($000) $6,218 Shares 200 Est. Cost $8961.67 Unrealized
Triton International Ltd 0.0%
Value ($000) $6,048 Shares 200 Est. Cost $30.00 Unrealized
CC The Chemours Company 0.0%
Value ($000) $6,017 Shares 392 Est. Cost $32.39 Unrealized -68.4%
Lazard Ltd 0.0%
Value ($000) $5,726 Shares 200 Est. Cost $34390.00 Unrealized
CSGP Costar Group Inc 0.0%
Value ($000) $5,685 Shares 8 Est. Cost $64.98 Unrealized -0.5%
CAP ONE FIN 40 DS REP PRF SRS I 0.0%
Value ($000) $5,595 Shares 250 Est. Cost $20052.00 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $5,582 Shares 31 Est. Cost $161.29 Unrealized
Flir Systems Inc 0.0%
Value ($000) $5,071 Shares 125 Est. Cost $54096.00 Unrealized
UNM Unumprovident Corp 0.0%
Value ($000) $5,043 Shares 304 Est. Cost $29.70 Unrealized -46.9%
RPRX ROYALTY PHARMA CL A ORD 0.0%
Value ($000) $4,855 Shares 100 Est. Cost $49.50 Unrealized 0.0%
Inari Medical Inc Ordinary Shares 0.0%
Value ($000) $4,844 Shares 100 Est. Cost $48440.00 Unrealized
TDOC Teladoc Inc 0.0%
Value ($000) $4,771 Shares 25 Est. Cost $116.34 Unrealized +50.6%
FFIV F5 Networks Inc 0.0%
Value ($000) $4,184 Shares 30 Est. Cost $149.71 Unrealized -10.1%
TKR Timken Company 0.0%
Value ($000) $4,094 Shares 90 Est. Cost $47.77 Unrealized -17.3%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $4,024 Shares 80 Est. Cost $112.81 Unrealized -60.6%
CAH Cardinal Health Inc 0.0%
Value ($000) $3,914 Shares 75 Est. Cost $38.16 Unrealized +16.3%
BYND Beyond Meat Inc 0.0%
Value ($000) $3,617 Shares 27 Est. Cost $104.22 Unrealized +13.6%
Marvell Tech Group Ltd 0.0%
Value ($000) $3,514 Shares 100 Est. Cost $22630.00 Unrealized
SPG Simon Ppty Group New 0.0%
Value ($000) $3,419 Shares 50 Est. Cost $45.55 Unrealized 0.0%
OGS ONE GAS INC 0.0%
Value ($000) $3,236 Shares 42 Est. Cost $88.47 Unrealized -8.7%
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $2,877 Shares 45 Est. Cost $41.95 Unrealized +1.9%
CAG Conagra Foods Inc 0.0%
Value ($000) $2,849 Shares 81 Est. Cost $23.54 Unrealized +11.3%
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value ($000) $2,792 Shares 780 Est. Cost $3554.58 Unrealized
NOK Nokia Corp Spon Adr 0.0%
Value ($000) $2,772 Shares 630 Est. Cost $3100.00 Unrealized
VRTS Virtus Investment Ptnrs 0.0%
Value ($000) $2,675 Shares 23 Est. Cost $100.45 Unrealized -23.3%
GNTX Gentex Corp 0.0%
Value ($000) $2,577 Shares 100 Est. Cost $23.14 Unrealized +8.3%
PVH Phillips Van Heusen 0.0%
Value ($000) $2,451 Shares 51 Est. Cost $109.50 Unrealized -57.7%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $2,411 Shares 27 Est. Cost $75925.93 Unrealized
BG Staffing Inc 0.0%
Value ($000) $2,264 Shares 200 Est. Cost $18880.00 Unrealized
TELFY Telefonica SA 0.0%
Value ($000) $1,836 Shares 381 Est. Cost $7.87 Unrealized
Validian Corp 0.0%
Value ($000) $880 Shares 40,000 Est. Cost Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $837 Shares 21 Est. Cost $47.62 Unrealized
Village Bk & Tr Finlcorp 0.0%
Value ($000) $216 Shares 7 Est. Cost $33000.00 Unrealized
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $168 Shares 3 Est. Cost $50571.43 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $116 Shares 2 Est. Cost $41.39 Unrealized 0.0%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $87 Shares 2 Est. Cost $28.54 Unrealized -6.0%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $71 Shares 8 Est. Cost $19.38 Unrealized -56.2%
JBLU Jetblue Airways Corp 0.0%
Value ($000) $33 Shares 3 Est. Cost $18.96 Unrealized -48.1%
Wells Fargo & Co Pfd 0.0%
Value ($000) $12 Shares 41 Est. Cost Unrealized
Performance Sports Group Ltd 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
General Motors Corporation 0.0%
Value ($000) $0 Shares 425 Est. Cost Unrealized