Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $339,087 (99.9% shares, 0.1% debt)

Holdings (273)

PG PROCTER AND GAMBLE COMPANY 11.8%
Value ($000) $40,045 Shares 323,592 Est. Cost $103.83 Unrealized -2.2%
AAPL APPLE INCORPORATED 8.4%
Value ($000) $28,317 Shares 72,796 Est. Cost $61.75 Unrealized +21.6%
CHE CHEMED CORPORATION NEW 7.8%
Value ($000) $26,335 Shares 55,437 Est. Cost $327.09 Unrealized +34.0%
MSFT MICROSOFT CORPORATION 3.2%
Value ($000) $10,820 Shares 52,198 Est. Cost $138.26 Unrealized +25.2%
EATON VANCE TAX-MANAGED GLOBAL 3.1%
Value ($000) $10,449 Shares 1,401,783 Est. Cost $6.43 Unrealized
META FACEBOOK INCORPORATED CLASS A 2.6%
Value ($000) $8,851 Shares 36,982 Est. Cost $192.03 Unrealized +8.0%
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.8%
Value ($000) $6,209 Shares 190,645 Est. Cost $31.76 Unrealized
EATON VANCE TAX ADVT DIV INCM 1.6%
Value ($000) $5,393 Shares 273,421 Est. Cost $16.83 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 1.4%
Value ($000) $4,619 Shares 56,743 Est. Cost $92.95 Unrealized
QUAL ISHARES TR USA QUALITY FCTR 1.3%
Value ($000) $4,415 Shares 45,880 Est. Cost $96.23 Unrealized
DRSK APTUS DEFINED RISK ETF 1.1%
Value ($000) $3,572 Shares 117,596 Est. Cost $28.23 Unrealized
INTC INTEL CORPORATION 1.1%
Value ($000) $3,569 Shares 60,418 Est. Cost $49.26 Unrealized +8.0%
ADVENT CONVERTIBLE & INCOME FD 1.0%
Value ($000) $3,258 Shares 242,948 Est. Cost $10.92 Unrealized
BAC BK OF AMERICA CORPORATION 1.0%
Value ($000) $3,243 Shares 132,033 Est. Cost $27.79 Unrealized -26.0%
BCRX BIOCRYST PHARMACEUTICALS INCORPORATED 0.9%
Value ($000) $3,135 Shares 600,000 Est. Cost $3.99 Unrealized 0.0%
NKE NIKE INCORPORATED CLASS B 0.9%
Value ($000) $2,929 Shares 29,733 Est. Cost $86.82 Unrealized -1.6%
NNOMF NANO ONE MATLS CORPORATION 0.8%
Value ($000) $2,714 Shares 1,567,200 Est. Cost $0.92 Unrealized 0.0%
SYBT STOCK YDS BANCORP INCORPORATED 0.8%
Value ($000) $2,694 Shares 69,104 Est. Cost $34.60 Unrealized -5.8%
TSCO TRACTOR SUPPLY COMPANY 0.8%
Value ($000) $2,627 Shares 18,912 Est. Cost $17.23 Unrealized +16.1%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $2,521 Shares 6,250 Est. Cost $5.23 Unrealized +54.1%
TECH BIO-TECHNE CORPORATION 0.7%
Value ($000) $2,440 Shares 8,911 Est. Cost $51.09 Unrealized +14.5%
GIS GENERAL MLS INCORPORATED 0.7%
Value ($000) $2,320 Shares 35,951 Est. Cost $42.80 Unrealized +16.6%
AMZN AMAZON COM INCORPORATED 0.7%
Value ($000) $2,232 Shares 755 Est. Cost $90.39 Unrealized +33.6%
PYPL PAYPAL HLDGS INCORPORATED 0.7%
Value ($000) $2,223 Shares 12,920 Est. Cost $103.97 Unrealized +32.6%
GDX VANECK VECTORS GOLD MINERS ETF 0.6%
Value ($000) $2,197 Shares 57,100 Est. Cost $38.48 Unrealized
CHD CHURCH & DWIGHT INCORPORATED 0.6%
Value ($000) $2,152 Shares 25,524 Est. Cost $66.06 Unrealized +3.1%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $2,058 Shares 6,404 Est. Cost $321.36 Unrealized
EATON VANCE TX ADV GLB DIV OP 0.6%
Value ($000) $2,048 Shares 96,868 Est. Cost $17.75 Unrealized
LVS LAS VEGAS SANDS CORPORATION 0.6%
Value ($000) $2,034 Shares 40,767 Est. Cost $56.04 Unrealized -20.0%
NEAR ISHARES US ETF TRUST SHT MAT BD ETF 0.6%
Value ($000) $2,017 Shares 40,338 Est. Cost $25.57 Unrealized
MO ALTRIA GROUP INCORPORATED 0.6%
Value ($000) $1,999 Shares 49,428 Est. Cost $28.52 Unrealized -12.5%
BA BOEING COMPANY 0.6%
Value ($000) $1,996 Shares 10,651 Est. Cost $255.38 Unrealized -39.8%
XOM EXXON MOBIL CORPORATION 0.6%
Value ($000) $1,995 Shares 44,694 Est. Cost $52.95 Unrealized -34.2%
PEP PEPSICO INCORPORATED 0.6%
Value ($000) $1,918 Shares 14,352 Est. Cost $112.74 Unrealized -1.7%
FDS FACTSET RESH SYSTEMS INCORPORATED 0.6%
Value ($000) $1,914 Shares 5,457 Est. Cost $242.13 Unrealized +13.1%
JKHY HENRY JACK & ASSOC INCORPORATED 0.6%
Value ($000) $1,896 Shares 10,516 Est. Cost $135.61 Unrealized +20.0%
SBUX STARBUCKS CORPORATION 0.6%
Value ($000) $1,893 Shares 25,085 Est. Cost $74.48 Unrealized -10.9%
QCOM QUALCOMM INCORPORATED 0.5%
Value ($000) $1,859 Shares 20,109 Est. Cost $72.84 Unrealized -2.6%
SHAK SHAKE SHACK INCORPORATED CLASS A 0.5%
Value ($000) $1,843 Shares 35,968 Est. Cost $66.38 Unrealized -23.8%
CVX CHEVRON CORPORATION NEW 0.5%
Value ($000) $1,814 Shares 20,405 Est. Cost $87.42 Unrealized -20.1%
WORLD GOLD TRUST SPDR GOLD MINISHARES TR 0.5%
Value ($000) $1,753 Shares 98,323 Est. Cost $14.96 Unrealized
QLYS QUALYS INCORPORATED 0.5%
Value ($000) $1,739 Shares 15,851 Est. Cost $53.95 Unrealized +94.2%
PFE PFIZER INCORPORATED 0.5%
Value ($000) $1,723 Shares 48,465 Est. Cost $26.59 Unrealized -2.2%
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.5%
Value ($000) $1,703 Shares 6,885 Est. Cost $247.35 Unrealized
HD HOME DEPOT INCORPORATED 0.5%
Value ($000) $1,649 Shares 6,412 Est. Cost $194.84 Unrealized +2.5%
MRK MERCK & COMPANY. INCORPORATED 0.5%
Value ($000) $1,582 Shares 19,958 Est. Cost $67.50 Unrealized -6.9%
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.5%
Value ($000) $1,567 Shares 56,485 Est. Cost $27.74 Unrealized
KNX KNIGHT SWIFT TRANSN HLDGS INCORPORATED CLASS A 0.5%
Value ($000) $1,541 Shares 35,670 Est. Cost $34.46 Unrealized +4.3%
WSM WILLIAMS SONOMA INCORPORATED 0.5%
Value ($000) $1,538 Shares 18,164 Est. Cost $30.70 Unrealized -0.5%
WTW WILLIS TOWERS WATSON PLC LIMITED SHS 0.4%
Value ($000) $1,519 Shares 7,386 Est. Cost $181.50 Unrealized -2.2%
SANDERSON FARMS INCORPORATED 0.4%
Value ($000) $1,481 Shares 12,503 Est. Cost $151.69 Unrealized
GWW GRAINGER W W INCORPORATED 0.4%
Value ($000) $1,435 Shares 4,314 Est. Cost $294.38 Unrealized -8.1%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.4%
Value ($000) $1,431 Shares 7,584 Est. Cost $217.17 Unrealized -15.9%
IVV ISHARES TR CORE S&P500 ETF 0.4%
Value ($000) $1,411 Shares 4,478 Est. Cost $315.10 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,392 Shares 9,538 Est. Cost $155.87 Unrealized -20.2%
ATR APTARGROUP INCORPORATED 0.4%
Value ($000) $1,322 Shares 11,210 Est. Cost $105.01 Unrealized -5.8%
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND 0.4%
Value ($000) $1,319 Shares 62,550 Est. Cost $20.62 Unrealized
HRL HORMEL FOODS CORPORATION 0.4%
Value ($000) $1,293 Shares 26,503 Est. Cost $36.38 Unrealized +12.2%
ROST ROSS STORES INCORPORATED 0.4%
Value ($000) $1,242 Shares 14,826 Est. Cost $105.92 Unrealized -19.1%
MA MASTERCARD INCORPORATED CLASS A 0.4%
Value ($000) $1,229 Shares 4,028 Est. Cost $272.60 Unrealized +0.3%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.4%
Value ($000) $1,216 Shares 807 Est. Cost $64.28 Unrealized +4.2%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.4%
Value ($000) $1,215 Shares 22,821 Est. Cost $42.47 Unrealized -4.1%
NFLX NETFLIX INCORPORATED 0.4%
Value ($000) $1,194 Shares 2,311 Est. Cost $32.68 Unrealized +30.2%
GENERAL ELECTRIC COMPANY 0.3%
Value ($000) $1,147 Shares 161,271 Est. Cost $11.46 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRITE FUND 0.3%
Value ($000) $1,129 Shares 81,191 Est. Cost $12.59 Unrealized
THE FORMIDABLE FUND LIMITED PARTNERSHIP 0.3%
Value ($000) $1,122 Shares 1,122,097 Est. Cost $1.00 Unrealized
INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT ETF 0.3%
Value ($000) $1,097 Shares 105,714 Est. Cost $10.38 Unrealized
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $1,092 Shares 29,295 Est. Cost $42.08 Unrealized -33.8%
ADBE ADOBE INCORPORATED 0.3%
Value ($000) $1,073 Shares 2,477 Est. Cost $294.23 Unrealized +25.9%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.3%
Value ($000) $1,065 Shares 711 Est. Cost $64.26 Unrealized +4.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,060 Shares 7,235 Est. Cost $114.54 Unrealized +8.5%
TSLA TESLA INCORPORATED 0.3%
Value ($000) $1,059 Shares 685 Est. Cost $21.69 Unrealized +149.4%
SYY SYSCO CORPORATION 0.3%
Value ($000) $1,051 Shares 18,966 Est. Cost $59.55 Unrealized -24.1%
ABT ABBOTT LABS 0.3%
Value ($000) $1,051 Shares 10,891 Est. Cost $75.30 Unrealized +8.8%
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $1,050 Shares 16,261 Est. Cost $57.78 Unrealized -9.0%
DIS DISNEY WALT COMPANY COM DISNEY 0.3%
Value ($000) $1,031 Shares 8,715 Est. Cost $132.11 Unrealized -18.4%
VFC V F CORPORATION 0.3%
Value ($000) $974 Shares 15,550 Est. Cost $89.63 Unrealized -35.0%
CUBIC CORPORATION 0.3%
Value ($000) $967 Shares 20,827 Est. Cost $68.63 Unrealized
EMR EMERSON ELEC COMPANY 0.3%
Value ($000) $964 Shares 15,157 Est. Cost $57.52 Unrealized -12.6%
GPC GENUINE PARTS COMPANY 0.3%
Value ($000) $950 Shares 10,766 Est. Cost $86.19 Unrealized -21.9%
SSTI SHOTSPOTTER INCORPORATED 0.3%
Value ($000) $914 Shares 38,678 Est. Cost $22.25 Unrealized +20.6%
MMM 3M COMPANY 0.3%
Value ($000) $895 Shares 5,626 Est. Cost $111.76 Unrealized -8.4%
WORKHORSE GROUP INC COM 0.3%
Value ($000) $893 Shares 51,325 Est. Cost $17.40 Unrealized
DCI DONALDSON INCORPORATED 0.3%
Value ($000) $886 Shares 18,554 Est. Cost $40.95 Unrealized -1.4%
MSM MSC INDL DIRECT INCORPORATED CLASS A 0.3%
Value ($000) $879 Shares 13,237 Est. Cost $73.87 Unrealized -12.7%
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.3%
Value ($000) $872 Shares 6,692 Est. Cost $84.82 Unrealized +13.8%
V VISA INCORPORATED COM CLASS A 0.3%
Value ($000) $864 Shares 4,408 Est. Cost $172.97 Unrealized +1.5%
RBCAA REPUBLIC BANCORP INCORPORATED KY CLASS A 0.2%
Value ($000) $835 Shares 26,406 Est. Cost $47.08 Unrealized -32.9%
JPM JPMORGAN CHASE & COMPANY 0.2%
Value ($000) $781 Shares 7,946 Est. Cost $102.98 Unrealized -20.6%
ITRI ITRON INCORPORATED 0.2%
Value ($000) $779 Shares 11,425 Est. Cost $78.72 Unrealized -19.1%
BDX BECTON DICKINSON & COMPANY 0.2%
Value ($000) $735 Shares 2,889 Est. Cost $221.48 Unrealized -0.5%
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $735 Shares 11,589 Est. Cost $63.42 Unrealized
SMG SCOTTS MIRACLE GRO COMPANY CLASS A 0.2%
Value ($000) $733 Shares 5,115 Est. Cost $82.25 Unrealized +25.7%
MORGAN STANLEY EMERGING MARKETS DOMESTIC DEBT FUND 0.2%
Value ($000) $731 Shares 126,199 Est. Cost $5.22 Unrealized
QQQ INVESCO QQQ 0.2%
Value ($000) $729 Shares 2,796 Est. Cost $260.73 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.2%
Value ($000) $722 Shares 4,770 Est. Cost $143.91 Unrealized -18.1%
T AT&T INCORPORATED 0.2%
Value ($000) $705 Shares 23,485 Est. Cost $18.77 Unrealized -17.4%
DGRO ISHARES TR CORE DIV GRWTH 0.2%
Value ($000) $704 Shares 18,176 Est. Cost $38.73 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.2%
Value ($000) $690 Shares 4,898 Est. Cost $102.55 Unrealized +0.7%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $677 Shares 2,703 Est. Cost $182.69 Unrealized +4.9%
CINF CINCINNATI FINL CORPORATION 0.2%
Value ($000) $668 Shares 9,154 Est. Cost $93.08 Unrealized -38.8%
KO COCA COLA COMPANY 0.2%
Value ($000) $662 Shares 15,401 Est. Cost $43.33 Unrealized -10.6%
XYZ SQUARE INCORPORATED CLASS A 0.2%
Value ($000) $660 Shares 5,544 Est. Cost $76.56 Unrealized 0.0%
ARCC ARES CAPITAL CORPORATION 0.2%
Value ($000) $650 Shares 45,096 Est. Cost $9.57 Unrealized -17.5%
FIS FIDELITY NATL INFORMATION SVCS 0.2%
Value ($000) $645 Shares 4,615 Est. Cost $118.47 Unrealized -1.5%
PRGO PERRIGO COMPANY PLC SHS 0.2%
Value ($000) $636 Shares 10,995 Est. Cost $53.64 Unrealized -1.8%
NEE NEXTERA ENERGY INCORPORATED 0.2%
Value ($000) $635 Shares 2,454 Est. Cost $39.55 Unrealized +31.4%
KANSAS CITY SOUTHERN COM NEW 0.2%
Value ($000) $625 Shares 4,015 Est. Cost $211.35 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $621 Shares 7,660 Est. Cost $81.07 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.2%
Value ($000) $615 Shares 13,260 Est. Cost $38.48 Unrealized -3.9%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value ($000) $609 Shares 10,325 Est. Cost $45.41 Unrealized +5.5%
MCD MCDONALDS CORPORATION 0.2%
Value ($000) $608 Shares 3,212 Est. Cost $168.45 Unrealized -4.4%
TGT TARGET CORPORATION 0.2%
Value ($000) $608 Shares 4,998 Est. Cost $95.15 Unrealized +3.2%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $603 Shares 3,565 Est. Cost $169.14 Unrealized
ERIC ERICSSON ADR B SEK 10 0.2%
Value ($000) $600 Shares 62,820 Est. Cost $9.48 Unrealized
APTIV PLC SHS 0.2%
Value ($000) $596 Shares 7,376 Est. Cost $49.24 Unrealized
CQQQ INVESCO CHINA TECHNOLOGY ETF 0.2%
Value ($000) $593 Shares 8,546 Est. Cost $69.39 Unrealized
CTAS CINTAS CORPORATION 0.2%
Value ($000) $586 Shares 2,104 Est. Cost $51.30 Unrealized +6.6%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.2%
Value ($000) $581 Shares 1,994 Est. Cost $291.37 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $574 Shares 10,142 Est. Cost $50.44 Unrealized -2.9%
BKNG BOOKING HOLDINGS INCORPORATED 0.2%
Value ($000) $570 Shares 317 Est. Cost $1732.46 Unrealized -13.6%
SNAP SNAP INCORPORATED CLASS A 0.2%
Value ($000) $560 Shares 23,000 Est. Cost $14.72 Unrealized +20.8%
ABBV ABBVIE INCORPORATED 0.2%
Value ($000) $559 Shares 5,583 Est. Cost $65.00 Unrealized +8.5%
LINDE PLC SHS 0.2%
Value ($000) $544 Shares 2,413 Est. Cost $124.72 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $543 Shares 4,128 Est. Cost $127.63 Unrealized -7.8%
EATON VANCE TX ADV GLBL DIV FD 0.2%
Value ($000) $538 Shares 36,483 Est. Cost $11.95 Unrealized
NUVEEN NASDAQ PREMIUM INCOME & GROWTH FUND 0.2%
Value ($000) $535 Shares 21,757 Est. Cost $19.24 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.2%
Value ($000) $535 Shares 8,855 Est. Cost $60.42 Unrealized
GABELLI HEALTHCARE & WELLNESS TRUST 0.2%
Value ($000) $526 Shares 51,210 Est. Cost $8.66 Unrealized
WFC WELLS FARGO COMPANY NEW 0.2%
Value ($000) $524 Shares 20,595 Est. Cost $23.98 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $521 Shares 27,166 Est. Cost $22.92 Unrealized -35.3%
BCSF BAIN CAP SPECIALTY FIN INCORPORATED COM STK 0.2%
Value ($000) $519 Shares 49,654 Est. Cost $8.63 Unrealized -36.9%
PNC PNC FINL SVCS GROUP INCORPORATED 0.2%
Value ($000) $516 Shares 4,956 Est. Cost $118.77 Unrealized -27.6%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $504 Shares 8,427 Est. Cost $59.81 Unrealized
EATON VANCE RISK MNGD DIV EQTY 0.1%
Value ($000) $504 Shares 51,171 Est. Cost $8.33 Unrealized
BLACKROCK INCORPORATED 0.1%
Value ($000) $504 Shares 887 Est. Cost $529.23 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $501 Shares 34,400 Est. Cost $14.56 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $500 Shares 6,224 Est. Cost $71.42 Unrealized -5.3%
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.1%
Value ($000) $497 Shares 7,919 Est. Cost $54.61 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $494 Shares 4,962 Est. Cost $90.97 Unrealized
ROK ROCKWELL AUTOMATION INCORPORATED 0.1%
Value ($000) $476 Shares 2,156 Est. Cost $166.41 Unrealized +5.5%
HRB BLOCK H & R INCORPORATED 0.1%
Value ($000) $469 Shares 30,703 Est. Cost $18.91 Unrealized -32.6%
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $464 Shares 8,857 Est. Cost $54.60 Unrealized -14.6%
FOOT LOCKER INCORPORATED 0.1%
Value ($000) $461 Shares 15,840 Est. Cost $39.58 Unrealized
EATON VANCE TX MGD DIV EQ INCM 0.1%
Value ($000) $461 Shares 42,093 Est. Cost $9.31 Unrealized
NOK NOKIA CORPORATION SPONSORED ADR 0.1%
Value ($000) $460 Shares 105,803 Est. Cost $4.43 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $454 Shares 2,243 Est. Cost $168.06 Unrealized
HORIZON THERAPEUTICS PUB LIMITED SHS 0.1%
Value ($000) $450 Shares 7,900 Est. Cost $29.67 Unrealized
FARM FARMER BROS COMPANY 0.1%
Value ($000) $448 Shares 71,087 Est. Cost $14.52 Unrealized -44.6%
TFC TRUIST FINANCIAL CORPORATION COM 0.1%
Value ($000) $447 Shares 11,946 Est. Cost $40.25 Unrealized -31.1%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.1%
Value ($000) $436 Shares 5,960 Est. Cost $59.85 Unrealized -8.5%
BAX BAXTER INTERNATIONAL INCORPORATED 0.1%
Value ($000) $430 Shares 4,950 Est. Cost $69.58 Unrealized +11.6%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $422 Shares 12,704 Est. Cost $33.22 Unrealized
AGG ISHARES TRUST CORE US AGGBD ET ETF 0.1%
Value ($000) $420 Shares 3,550 Est. Cost $118.31 Unrealized
USMV ISHARES TRUST MSCI MIN VOL ETF 0.1%
Value ($000) $418 Shares 6,865 Est. Cost $56.04 Unrealized
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $417 Shares 13,481 Est. Cost $24.74 Unrealized -14.8%
LABORATORY CORPORATION AMER HLDGS COM NEW 0.1%
Value ($000) $409 Shares 2,200 Est. Cost $169.06 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $408 Shares 1,369 Est. Cost $261.11 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $402 Shares 7,572 Est. Cost $38.44 Unrealized +37.9%
CRON CRONOS GROUP INC COM 0.1%
Value ($000) $402 Shares 65,455 Est. Cost $10.58 Unrealized -42.2%
LLY ELI LILLY AND COMPANY COM 0.1%
Value ($000) $395 Shares 2,407 Est. Cost $106.50 Unrealized +35.1%
NSC NORFOLK SOUTHERN CORPORATION 0.1%
Value ($000) $390 Shares 2,169 Est. Cost $163.61 Unrealized -7.7%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $375 Shares 14,375 Est. Cost $26.09 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $374 Shares 1,733 Est. Cost $215.81 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $371 Shares 2,530 Est. Cost $146.64 Unrealized
VEONEER INCORPORATED 0.1%
Value ($000) $359 Shares 32,481 Est. Cost $15.58 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $347 Shares 8,065 Est. Cost $43.03 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $337 Shares 2,360 Est. Cost $142.80 Unrealized
EATON VANCE ENH EQTY INCORPORATED FD II 0.1%
Value ($000) $332 Shares 18,528 Est. Cost $13.87 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $329 Shares 1,657 Est. Cost $198.55 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.1%
Value ($000) $326 Shares 13,516 Est. Cost $24.12 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $323 Shares 2,717 Est. Cost $81.89 Unrealized -2.6%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $323 Shares 3,463 Est. Cost $75.26 Unrealized +13.1%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $320 Shares 3,639 Est. Cost $87.94 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.1%
Value ($000) $314 Shares 11,035 Est. Cost $28.45 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $313 Shares 4,081 Est. Cost $52.41 Unrealized +17.3%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $311 Shares 9,963 Est. Cost $32.25 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $304 Shares 3,500 Est. Cost $86.86 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $296 Shares 2,347 Est. Cost $36.38 Unrealized +4.6%
DD DUPONT DE NEMOURS INCORPORATED 0.1%
Value ($000) $295 Shares 5,422 Est. Cost $17.44 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $291 Shares 7,228 Est. Cost $40.26 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $289 Shares 3,684 Est. Cost $78.45 Unrealized
VCSH VANGUARD SHRT TRM CORP BD ETF 0.1%
Value ($000) $288 Shares 3,480 Est. Cost $82.76 Unrealized
OASIS PETROLEUM INCORPORATED 0.1%
Value ($000) $285 Shares 382,902 Est. Cost $2.93 Unrealized
FANG DIAMONDBACK ENERGY INCORPORATED 0.1%
Value ($000) $285 Shares 7,150 Est. Cost $32.27 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INCORPORATED 0.1%
Value ($000) $283 Shares 1,324 Est. Cost $164.18 Unrealized 0.0%
GS FINANCE CORP NOTE M/W CLBL INDEX LNKD 0.1%
Value ($000) $276 Shares 300 Est. Cost $920.00 Unrealized
LYFT LYFT INCORPORATED CLASS A COM 0.1%
Value ($000) $274 Shares 8,850 Est. Cost $56.64 Unrealized -44.2%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.1%
Value ($000) $272 Shares 4,621 Est. Cost $58.86 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $271 Shares 2,202 Est. Cost $99.90 Unrealized -8.5%
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.1%
Value ($000) $270 Shares 2,470 Est. Cost $111.59 Unrealized
VISN COMMSCOPE HLDG COMPANY INCORPORATED 0.1%
Value ($000) $268 Shares 33,355 Est. Cost $14.94 Unrealized -33.9%
OSCV OPUS SMALL CAP VALUE ETF 0.1%
Value ($000) $264 Shares 11,750 Est. Cost $22.47 Unrealized
KEYS KIMBERLY CLARK CORP COM 0.1%
Value ($000) $263 Shares 1,841 Est. Cost $98.16 Unrealized 0.0%
ARCT ARCTURUS THERAPEUTICS HLDG INCORPORATED 0.1%
Value ($000) $263 Shares 4,866 Est. Cost $34.47 Unrealized 0.0%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.1%
Value ($000) $262 Shares 3,164 Est. Cost $82.81 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.1%
Value ($000) $260 Shares 807 Est. Cost $279.18 Unrealized 0.0%
IEF ISHARES TRUST BARCLAYS 7 10 YR ETF 0.1%
Value ($000) $257 Shares 2,110 Est. Cost $121.80 Unrealized
BIDU BAIDU INCORPORATED SPON ADR REP A 0.1%
Value ($000) $253 Shares 2,039 Est. Cost $124.08 Unrealized
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $249 Shares 1,440 Est. Cost $141.44 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.1%
Value ($000) $248 Shares 27,535 Est. Cost $9.01 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $246 Shares 1,399 Est. Cost $175.84 Unrealized
IJR ISHARES TRUST CORE S&P SCP ETF 0.1%
Value ($000) $243 Shares 3,498 Est. Cost $69.47 Unrealized
W WAYFAIR INC COM CL A 0.1%
Value ($000) $242 Shares 1,227 Est. Cost $149.57 Unrealized 0.0%
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $240 Shares 5,612 Est. Cost $25.67 Unrealized 0.0%
CRM SALESFORCE.COM INC COM 0.1%
Value ($000) $240 Shares 1,277 Est. Cost $166.47 Unrealized 0.0%
SF STIFEL FINL CORPORATION 0.1%
Value ($000) $239 Shares 4,662 Est. Cost $27.43 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $238 Shares 1,602 Est. Cost $126.99 Unrealized 0.0%
DOW DOW INC COM 0.1%
Value ($000) $236 Shares 5,522 Est. Cost $26.85 Unrealized 0.0%
MBB ISHARES TRUST MBS ETF 0.1%
Value ($000) $235 Shares 2,122 Est. Cost $110.74 Unrealized
MDLZ MONDELEZ INTL INC COM CL A 0.1%
Value ($000) $233 Shares 4,445 Est. Cost $44.56 Unrealized 0.0%
SJM SMUCKER J M COMPANY COM NEW 0.1%
Value ($000) $231 Shares 2,185 Est. Cost $86.62 Unrealized +7.9%
TER TERADYNE INC COM 0.1%
Value ($000) $231 Shares 2,717 Est. Cost $65.50 Unrealized 0.0%
BP BP ADR SPONSORED 0.1%
Value ($000) $231 Shares 9,779 Est. Cost $23.62 Unrealized
SPOT SPOTIFY TECHNOLOGY S.A. COM 0.1%
Value ($000) $229 Shares 887 Est. Cost $171.44 Unrealized 0.0%
VWO VANGUARD FTSE EMR MKT ETF 0.1%
Value ($000) $228 Shares 5,379 Est. Cost $42.39 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $224 Shares 4,352 Est. Cost $46.01 Unrealized 0.0%
IWP ISHARES TRUST RUS MD CP GR ETF 0.1%
Value ($000) $224 Shares 1,420 Est. Cost $157.75 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $221 Shares 3,163 Est. Cost $20.51 Unrealized 0.0%
PTON PELOTON INTERACTIVE INCORPORATED CLASS A COM 0.1%
Value ($000) $221 Shares 3,500 Est. Cost $41.39 Unrealized 0.0%
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 0.1%
Value ($000) $221 Shares 2,557 Est. Cost $86.43 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.1%
Value ($000) $221 Shares 12,100 Est. Cost $15.37 Unrealized
FIRST TRUST CHINDIA ETF 0.1%
Value ($000) $221 Shares 5,024 Est. Cost $43.99 Unrealized
UPGD INVESCO RAYMOND JAMES SB-1 EQUITY ETF 0.1%
Value ($000) $219 Shares 5,550 Est. Cost $39.46 Unrealized
AMLP ALPS ETF TRUST ALERIAN MLP ETF(POST REV SP 0.1%
Value ($000) $219 Shares 9,052 Est. Cost $24.19 Unrealized
AMBA AMBARELLA INCORPORATED SHS 0.1%
Value ($000) $218 Shares 4,670 Est. Cost $51.52 Unrealized 0.0%
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $218 Shares 7,000 Est. Cost $31.14 Unrealized
ZG ZILLOW GROUP INC COM CL A 0.1%
Value ($000) $216 Shares 3,755 Est. Cost $49.28 Unrealized 0.0%
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 0.1%
Value ($000) $216 Shares 6,279 Est. Cost $34.40 Unrealized
SA SEABRIDGE GOLD INC COM 0.1%
Value ($000) $214 Shares 12,175 Est. Cost $12.66 Unrealized +11.7%
EMN EASTMAN CHEMICAL CO COM 0.1%
Value ($000) $214 Shares 2,872 Est. Cost $51.71 Unrealized 0.0%
EFAV ISHARES TRUST MIN VOL EAFE ETF 0.1%
Value ($000) $214 Shares 3,244 Est. Cost $65.97 Unrealized
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.1%
Value ($000) $213 Shares 5,641 Est. Cost $37.76 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $213 Shares 1,300 Est. Cost $163.85 Unrealized
DIREXION SHARES ETF TRUST RUSELL1000 VAL ETF 0.1%
Value ($000) $211 Shares 5,000 Est. Cost $42.20 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.1%
Value ($000) $208 Shares 5,524 Est. Cost $37.65 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $208 Shares 5,500 Est. Cost $37.82 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.1%
Value ($000) $203 Shares 8,400 Est. Cost $22.70 Unrealized
FIRST TRUST MLP AND ENERGY INCOME FUND 0.1%
Value ($000) $201 Shares 37,113 Est. Cost $4.54 Unrealized
ICSH ISHARES TR ULTR SH TRM BD 0.1%
Value ($000) $200 Shares 3,960 Est. Cost $50.51 Unrealized
GBTC GRAYSCALE BITCOIN TRUST BTC COM 0.1%
Value ($000) $198 Shares 20,655 Est. Cost $7.55 Unrealized
SUNPOWER CORPORATION 0.1%
Value ($000) $184 Shares 17,405 Est. Cost $10.57 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $156 Shares 10,945 Est. Cost $12.97 Unrealized
ROYCE VALUE TRUST 0.0%
Value ($000) $155 Shares 12,015 Est. Cost $9.75 Unrealized
INVESCO VALUE MUN INCOME TR VALUE MUN INCOME TR COM 0.0%
Value ($000) $151 Shares 10,450 Est. Cost $14.17 Unrealized
GTBIF GREEN THUMB INDUSTRIES INC COM 0.0%
Value ($000) $149 Shares 14,940 Est. Cost $8.42 Unrealized -2.1%
VFF VILLAGE FARMS INTE COM 0.0%
Value ($000) $149 Shares 31,150 Est. Cost $5.89 Unrealized -28.2%
CLOUDERA INC COM 0.0%
Value ($000) $149 Shares 11,750 Est. Cost $8.08 Unrealized
OPCH OPTION CARE HEALTH INCORPORATED COM NEW 0.0%
Value ($000) $148 Shares 10,241 Est. Cost $14.66 Unrealized -9.8%
LIBERTY HEALTH SCIENCES INC COM 0.0%
Value ($000) $144 Shares 411,100 Est. Cost $1.32 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $141 Shares 20,650 Est. Cost $3.17 Unrealized +73.8%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $94 Shares 10,321 Est. Cost $9.84 Unrealized -30.7%
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $90 Shares 21,988 Est. Cost $3.03 Unrealized -26.0%
ORGANIGRAM HOLDINGS INC COM 0.0%
Value ($000) $89 Shares 56,650 Est. Cost $2.41 Unrealized
DDD 3 D SYSTEMS INC COM 0.0%
Value ($000) $85 Shares 12,200 Est. Cost $7.48 Unrealized 0.0%
F FORD MTR COMPANY DEL 0.0%
Value ($000) $82 Shares 12,100 Est. Cost $6.68 Unrealized -37.1%
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.0%
Value ($000) $75 Shares 33,842 Est. Cost $3.54 Unrealized -11.2%
HAIER ELECTRONICS GROUP COMPANY LIMITED HKD SHS 0.0%
Value ($000) $65 Shares 20,126 Est. Cost $2.68 Unrealized
MARATHON OIL CORPORATION 0.0%
Value ($000) $63 Shares 10,902 Est. Cost $12.88 Unrealized
WAITR HLDGS INCORPORATED 0.0%
Value ($000) $57 Shares 15,000 Est. Cost $3.80 Unrealized
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.0%
Value ($000) $55 Shares 25,850 Est. Cost $2.74 Unrealized -31.5%
VIACOMCBS INCORPORATED CLASS B 0.0%
Value ($000) $32 Shares 13,076 Est. Cost $2.45 Unrealized
KUSHCO HOLDINGS INC COM 0.0%
Value ($000) $31 Shares 44,550 Est. Cost $1.17 Unrealized
SUPREME CANNABIS CO INC COM 0.0%
Value ($000) $30 Shares 167,000 Est. Cost $0.58 Unrealized
MMNFQ MEDMEN ENTERPRISES INC COM 0.0%
Value ($000) $28 Shares 123,800 Est. Cost $1.63 Unrealized -86.6%
QCAAF QUINSAM CAPITAL CORP COM 0.0%
Value ($000) $19 Shares 228,500 Est. Cost $0.12 Unrealized -55.7%
BTE BAYTEX ENERGY CORPORATION 0.0%
Value ($000) $16 Shares 30,400 Est. Cost $0.85 Unrealized -59.5%
CAPTOR CAPITAL CORP COM 0.0%
Value ($000) $13 Shares 68,572 Est. Cost $1.05 Unrealized
AMERICAN BATTERY METALS C 0.0%
Value ($000) $7 Shares 60,000 Est. Cost $0.03 Unrealized
CBWTF AUXLY CANNABIS GROUP INC COM 0.0%
Value ($000) $4 Shares 20,800 Est. Cost $0.51 Unrealized -49.0%
CANADA HOUSE WELLNESS GRP INC COM 0.0%
Value ($000) $1 Shares 30,000 Est. Cost $0.03 Unrealized
SHMP NATURALSHRIMP INCORPORATED 0.0%
Value ($000) $1 Shares 13,000 Est. Cost $0.04 Unrealized 0.0%
AMACORE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized