Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Dec 14, 2020

Total Value ($000): $343,058 (100.0% shares, 0.0% debt)

Holdings (267)

PG PROCTER AND GAMBLE COMPANY 12.9%
Value ($000) $44,102 Shares 318,991 Est. Cost $103.83 Unrealized +12.1%
AAPL APPLE INCORPORATED 9.7%
Value ($000) $33,268 Shares 293,822 Est. Cost $95.01 Unrealized +11.5%
CHE CHEMED CORPORATION NEW 8.1%
Value ($000) $27,789 Shares 59,022 Est. Cost $336.49 Unrealized +43.2%
MSFT MICROSOFT CORPORATION 3.0%
Value ($000) $10,383 Shares 50,176 Est. Cost $138.26 Unrealized +45.2%
META FACEBOOK INCORPORATED CLASS A 2.8%
Value ($000) $9,756 Shares 37,510 Est. Cost $192.93 Unrealized +32.7%
NNOMF NANO ONE MATLS CORPORATION 1.9%
Value ($000) $6,682 Shares 3,195,830 Est. Cost $1.53 Unrealized +38.5%
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.8%
Value ($000) $6,008 Shares 178,977 Est. Cost $31.76 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.6%
Value ($000) $5,649 Shares 69,787 Est. Cost $80.96 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 1.5%
Value ($000) $5,288 Shares 50,990 Est. Cost $96.98 Unrealized
LITHIUM AMERS CORPORATION NEW COM NEW 1.4%
Value ($000) $4,692 Shares 332,857 Est. Cost $14.10 Unrealized
NKE NIKE INCORPORATED CLASS B 1.1%
Value ($000) $3,712 Shares 29,327 Est. Cost $86.82 Unrealized +14.8%
DRSK APTUS DEFINED RISK ETF 1.0%
Value ($000) $3,570 Shares 115,830 Est. Cost $28.23 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 1.0%
Value ($000) $3,319 Shares 41,261 Est. Cost $92.95 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3,148 Shares 5,979 Est. Cost $5.23 Unrealized +121.7%
BAC BK OF AMERICA CORPORATION 0.9%
Value ($000) $3,107 Shares 128,353 Est. Cost $27.79 Unrealized -21.5%
INTC INTEL CORPORATION 0.9%
Value ($000) $3,027 Shares 59,291 Est. Cost $49.26 Unrealized -5.5%
PYPL PAYPAL HLDGS INCORPORATED 0.8%
Value ($000) $2,659 Shares 13,823 Est. Cost $109.45 Unrealized +71.7%
TSCO TRACTOR SUPPLY COMPANY 0.8%
Value ($000) $2,583 Shares 18,350 Est. Cost $17.23 Unrealized +53.0%
AMZN AMAZON COM INCORPORATED 0.7%
Value ($000) $2,476 Shares 791 Est. Cost $93.45 Unrealized +68.7%
SHAK SHAKE SHACK INCORPORATED CLASS A 0.7%
Value ($000) $2,387 Shares 35,903 Est. Cost $66.38 Unrealized -12.7%
SYBT STOCK YDS BANCORP INCORPORATED 0.7%
Value ($000) $2,333 Shares 66,857 Est. Cost $34.60 Unrealized +15.4%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.7%
Value ($000) $2,324 Shares 79,384 Est. Cost $28.18 Unrealized
QCOM QUALCOMM INCORPORATED 0.7%
Value ($000) $2,277 Shares 19,674 Est. Cost $72.84 Unrealized +30.6%
CHD CHURCH & DWIGHT INCORPORATED 0.7%
Value ($000) $2,236 Shares 24,496 Est. Cost $66.06 Unrealized +29.0%
GIS GENERAL MLS INCORPORATED 0.6%
Value ($000) $2,211 Shares 35,371 Est. Cost $42.80 Unrealized +21.8%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $2,192 Shares 6,565 Est. Cost $321.67 Unrealized
TECH BIO-TECHNE CORPORATION 0.6%
Value ($000) $2,147 Shares 8,693 Est. Cost $51.09 Unrealized +24.5%
SBUX STARBUCKS CORPORATION 0.6%
Value ($000) $2,139 Shares 24,722 Est. Cost $74.48 Unrealized -4.9%
GDX VANECK VECTORS GOLD MINERS ETF 0.6%
Value ($000) $2,057 Shares 52,750 Est. Cost $38.48 Unrealized
WORLD GOLD TRUST SPDR GLD MINIS ETF 0.6%
Value ($000) $2,026 Shares 107,583 Est. Cost $15.29 Unrealized
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.6%
Value ($000) $1,972 Shares 6,835 Est. Cost $247.35 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INCORPORATED 0.6%
Value ($000) $1,949 Shares 578,200 Est. Cost $3.99 Unrealized +7.3%
MO ALTRIA GROUP INCORPORATED 0.5%
Value ($000) $1,877 Shares 48,314 Est. Cost $28.52 Unrealized -4.7%
BA BOEING COMPANY 0.5%
Value ($000) $1,816 Shares 10,822 Est. Cost $254.04 Unrealized -32.9%
PFE PFIZER INCORPORATED 0.5%
Value ($000) $1,786 Shares 49,077 Est. Cost $26.59 Unrealized +1.9%
HD HOME DEPOT INCORPORATED 0.5%
Value ($000) $1,771 Shares 6,343 Est. Cost $194.84 Unrealized +22.0%
FDS FACTSET RESH SYSTEMS INCORPORATED 0.5%
Value ($000) $1,719 Shares 5,301 Est. Cost $242.13 Unrealized +35.6%
PEP PEPSICO INCORPORATED 0.5%
Value ($000) $1,695 Shares 12,276 Est. Cost $112.74 Unrealized +2.2%
WSM WILLIAMS SONOMA INCORPORATED 0.5%
Value ($000) $1,667 Shares 17,680 Est. Cost $30.70 Unrealized +30.7%
LVS LAS VEGAS SANDS CORPORATION 0.5%
Value ($000) $1,653 Shares 35,781 Est. Cost $56.04 Unrealized -18.6%
JKHY HENRY JACK & ASSOC INCORPORATED 0.5%
Value ($000) $1,644 Shares 10,172 Est. Cost $135.61 Unrealized +19.8%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value ($000) $1,622 Shares 7,669 Est. Cost $217.03 Unrealized -5.7%
MRK MERCK & COMPANY. INCORPORATED 0.5%
Value ($000) $1,595 Shares 19,698 Est. Cost $67.50 Unrealized -2.3%
GWW GRAINGER W W INCORPORATED 0.4%
Value ($000) $1,507 Shares 4,195 Est. Cost $294.38 Unrealized +10.2%
WTW WILLIS TOWERS WATSON PLC LIMITED SHS 0.4%
Value ($000) $1,504 Shares 7,176 Est. Cost $181.50 Unrealized +4.6%
QLYS QUALYS INCORPORATED 0.4%
Value ($000) $1,493 Shares 15,526 Est. Cost $53.95 Unrealized +98.2%
NEAR ISHARES U S ETF TR SHT MAT BD ETF 0.4%
Value ($000) $1,484 Shares 29,623 Est. Cost $25.57 Unrealized
XOM EXXON MOBIL CORPORATION 0.4%
Value ($000) $1,480 Shares 44,520 Est. Cost $52.95 Unrealized -39.0%
KNX KNIGHT SWIFT TRANSN HLDGS INCORPORATED CLASS A 0.4%
Value ($000) $1,453 Shares 34,959 Est. Cost $34.46 Unrealized +20.3%
IVV ISHARES TR CORE S&P500 ETF 0.4%
Value ($000) $1,449 Shares 4,315 Est. Cost $315.10 Unrealized
SANDERSON FARMS INCORPORATED 0.4%
Value ($000) $1,445 Shares 11,994 Est. Cost $151.69 Unrealized
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.4%
Value ($000) $1,408 Shares 129,288 Est. Cost $10.47 Unrealized
THE FORMIDABLE FUND LIMITED PARTNERSHIP 0.4%
Value ($000) $1,391 Shares 1,390,722 Est. Cost $1.00 Unrealized
ROST ROSS STORES INCORPORATED 0.4%
Value ($000) $1,388 Shares 14,448 Est. Cost $105.92 Unrealized -19.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.4%
Value ($000) $1,369 Shares 23,107 Est. Cost $42.48 Unrealized +0.2%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,346 Shares 9,589 Est. Cost $155.87 Unrealized -15.9%
MA MASTERCARD INCORPORATED CLASS A 0.4%
Value ($000) $1,340 Shares 3,955 Est. Cost $272.60 Unrealized +15.8%
CVX CHEVRON CORPORATION NEW 0.4%
Value ($000) $1,299 Shares 18,225 Est. Cost $87.42 Unrealized -23.9%
ATR APTARGROUP INCORPORATED 0.4%
Value ($000) $1,292 Shares 11,448 Est. Cost $105.10 Unrealized +3.8%
HRL HORMEL FOODS CORPORATION 0.4%
Value ($000) $1,270 Shares 25,909 Est. Cost $36.38 Unrealized +18.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.4%
Value ($000) $1,260 Shares 24,800 Est. Cost $50.81 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.4%
Value ($000) $1,258 Shares 862 Est. Cost $65.01 Unrealized +16.5%
TSLA TESLA INCORPORATED 0.4%
Value ($000) $1,235 Shares 2,970 Est. Cost $95.84 Unrealized +23.2%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.4%
Value ($000) $1,233 Shares 4,014 Est. Cost $299.33 Unrealized
SYY SYSCO CORPORATION 0.3%
Value ($000) $1,198 Shares 18,966 Est. Cost $59.55 Unrealized -15.3%
SSTI SHOTSPOTTER INCORPORATED 0.3%
Value ($000) $1,185 Shares 39,154 Est. Cost $22.31 Unrealized +23.2%
NFLX NETFLIX INCORPORATED 0.3%
Value ($000) $1,172 Shares 2,331 Est. Cost $32.68 Unrealized +52.3%
CUBIC CORPORATION 0.3%
Value ($000) $1,156 Shares 20,180 Est. Cost $68.63 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,152 Shares 2,401 Est. Cost $294.23 Unrealized +58.1%
FLUX FLUX PWR HLDGS INCORPORATED COM NEW 0.3%
Value ($000) $1,152 Shares 158,330 Est. Cost $5.49 Unrealized 0.0%
ABT ABBOTT LABS 0.3%
Value ($000) $1,122 Shares 10,525 Est. Cost $75.30 Unrealized +22.6%
SCHP SCHWAB U.S. TIPS ETF 0.3%
Value ($000) $1,114 Shares 18,096 Est. Cost $61.00 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,097 Shares 7,464 Est. Cost $114.92 Unrealized +10.5%
VFC V F CORPORATION 0.3%
Value ($000) $1,093 Shares 15,095 Est. Cost $89.63 Unrealized -27.9%
DIS DISNEY WALT COMPANY COM DISNEY 0.3%
Value ($000) $1,066 Shares 8,667 Est. Cost $132.11 Unrealized -7.6%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $1,060 Shares 29,154 Est. Cost $42.08 Unrealized -31.2%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.3%
Value ($000) $1,057 Shares 725 Est. Cost $64.48 Unrealized +17.3%
GENERAL ELECTRIC COMPANY 0.3%
Value ($000) $1,029 Shares 161,440 Est. Cost $11.46 Unrealized
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $1,029 Shares 17,767 Est. Cost $57.32 Unrealized -8.6%
GPC GENUINE PARTS COMPANY 0.3%
Value ($000) $987 Shares 10,298 Est. Cost $86.19 Unrealized -7.2%
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.3%
Value ($000) $966 Shares 6,595 Est. Cost $84.82 Unrealized +43.4%
EMR EMERSON ELEC COMPANY 0.3%
Value ($000) $924 Shares 14,092 Est. Cost $57.52 Unrealized +2.2%
DCI DONALDSON INCORPORATED 0.3%
Value ($000) $889 Shares 18,554 Est. Cost $40.95 Unrealized +9.0%
MMM 3M COMPANY 0.3%
Value ($000) $876 Shares 5,469 Est. Cost $111.76 Unrealized -1.2%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.2%
Value ($000) $853 Shares 23,362 Est. Cost $35.94 Unrealized
MSM MSC INDL DIRECT INCORPORATED CLASS A 0.2%
Value ($000) $810 Shares 12,843 Est. Cost $73.87 Unrealized -10.2%
LOW LOWES COMPANIES INCORPORATED 0.2%
Value ($000) $804 Shares 4,827 Est. Cost $102.55 Unrealized +36.4%
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.2%
Value ($000) $803 Shares 2,926 Est. Cost $261.34 Unrealized
JPM JPMORGAN CHASE & COMPANY 0.2%
Value ($000) $789 Shares 8,097 Est. Cost $102.65 Unrealized -16.8%
TGT TARGET CORP COM 0.2%
Value ($000) $788 Shares 4,954 Est. Cost $95.15 Unrealized +24.7%
EATON VANCE TAX-MANAGED GLOBAL COM 0.2%
Value ($000) $774 Shares 105,161 Est. Cost $6.43 Unrealized
RBCAA REPUBLIC BANCORP INCORPORATED KY CLASS A 0.2%
Value ($000) $772 Shares 26,644 Est. Cost $47.08 Unrealized -34.6%
SMG SCOTTS MIRACLE GRO COMPANY CLASS A 0.2%
Value ($000) $763 Shares 5,053 Est. Cost $82.25 Unrealized +52.8%
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $750 Shares 11,738 Est. Cost $63.43 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.2%
Value ($000) $737 Shares 4,450 Est. Cost $143.91 Unrealized -7.4%
MCD MCDONALDS CORPORATION 0.2%
Value ($000) $733 Shares 3,312 Est. Cost $168.85 Unrealized +7.4%
KANSAS CITY SOUTHERN COM NEW 0.2%
Value ($000) $726 Shares 4,015 Est. Cost $211.35 Unrealized
ITRI ITRON INCORPORATED 0.2%
Value ($000) $716 Shares 11,460 Est. Cost $78.72 Unrealized -19.2%
KO COCA COLA COMPANY 0.2%
Value ($000) $715 Shares 14,481 Est. Cost $43.33 Unrealized -5.9%
CINF CINCINNATI FINL CORPORATION 0.2%
Value ($000) $712 Shares 9,154 Est. Cost $93.08 Unrealized -27.5%
T AT&T INCORPORATED 0.2%
Value ($000) $686 Shares 23,959 Est. Cost $18.70 Unrealized -16.8%
CTAS CINTAS CORPORATION 0.2%
Value ($000) $671 Shares 2,004 Est. Cost $51.30 Unrealized +42.1%
BDX BECTON DICKINSON & COMPANY 0.2%
Value ($000) $665 Shares 2,860 Est. Cost $221.48 Unrealized +1.7%
ERIC ERICSSON ADR B SEK 10 0.2%
Value ($000) $655 Shares 61,212 Est. Cost $9.48 Unrealized
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $653 Shares 2,655 Est. Cost $182.69 Unrealized +14.7%
DGRO ISHARES TR CORE DIV GRWTH 0.2%
Value ($000) $648 Shares 16,293 Est. Cost $38.73 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $642 Shares 3,610 Est. Cost $169.25 Unrealized
V VISA INCORPORATED COM CLASS A 0.2%
Value ($000) $634 Shares 3,152 Est. Cost $172.97 Unrealized +11.1%
HORIZON THERAPEUTICS PUB L SHS 0.2%
Value ($000) $627 Shares 7,860 Est. Cost $29.67 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.2%
Value ($000) $627 Shares 2,228 Est. Cost $39.55 Unrealized +52.4%
APTIV PLC SHS 0.2%
Value ($000) $618 Shares 6,640 Est. Cost $49.24 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value ($000) $606 Shares 10,225 Est. Cost $45.41 Unrealized +7.0%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $598 Shares 10,160 Est. Cost $50.44 Unrealized +4.6%
BCSF BAIN CAP SPECIALTY FIN INCORPORATED COM STK 0.2%
Value ($000) $597 Shares 57,529 Est. Cost $8.23 Unrealized -31.2%
SNAP SNAP INCORPORATED CLASS A 0.2%
Value ($000) $590 Shares 22,215 Est. Cost $14.72 Unrealized +58.0%
HSY HERSHEY COMPANY 0.2%
Value ($000) $576 Shares 4,028 Est. Cost $127.63 Unrealized -2.2%
PNC PNC FINL SVCS GROUP INCORPORATED 0.2%
Value ($000) $575 Shares 5,134 Est. Cost $117.72 Unrealized -24.7%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $572 Shares 26,166 Est. Cost $22.92 Unrealized -28.7%
LINDE PLC SHS 0.2%
Value ($000) $570 Shares 2,413 Est. Cost $124.72 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.2%
Value ($000) $558 Shares 6,182 Est. Cost $71.42 Unrealized -6.6%
CQQQ INVESCO CHINA TECHNOLOGY ETF 0.2%
Value ($000) $557 Shares 8,046 Est. Cost $69.39 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 0.2%
Value ($000) $557 Shares 6,791 Est. Cost $38.44 Unrealized +93.2%
BKNG BOOKING HOLDINGS INCORPORATED 0.2%
Value ($000) $554 Shares 324 Est. Cost $1732.36 Unrealized -0.3%
VEONEER INCORPORATED 0.2%
Value ($000) $550 Shares 36,125 Est. Cost $15.55 Unrealized
ADVENT CONVERTIBLE & INCOME FD COM 0.2%
Value ($000) $550 Shares 39,800 Est. Cost $10.92 Unrealized
FOOT LOCKER INCORPORATED 0.2%
Value ($000) $538 Shares 15,172 Est. Cost $39.58 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $513 Shares 13,353 Est. Cost $38.48 Unrealized -3.7%
BLACKROCK INCORPORATED 0.1%
Value ($000) $506 Shares 887 Est. Cost $529.23 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $500 Shares 3,436 Est. Cost $118.47 Unrealized +8.7%
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $496 Shares 5,747 Est. Cost $65.32 Unrealized +16.8%
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $494 Shares 8,607 Est. Cost $54.60 Unrealized -8.3%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $493 Shares 7,550 Est. Cost $57.86 Unrealized 0.0%
HRB BLOCK H & R INCORPORATED 0.1%
Value ($000) $486 Shares 29,516 Est. Cost $18.91 Unrealized -36.0%
ROK ROCKWELL AUTOMATION INCORPORATED 0.1%
Value ($000) $481 Shares 2,156 Est. Cost $166.41 Unrealized +22.4%
RTX RAYTHEON TECH CORP COM 0.1%
Value ($000) $464 Shares 7,843 Est. Cost $54.61 Unrealized -1.7%
NSC NORFOLK SOUTHN CORPORATION 0.1%
Value ($000) $462 Shares 2,169 Est. Cost $163.61 Unrealized +10.0%
REET ISHARES TR GLOBAL REIT ETF 0.1%
Value ($000) $461 Shares 21,788 Est. Cost $21.16 Unrealized
FTCS FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF 0.1%
Value ($000) $458 Shares 7,257 Est. Cost $59.81 Unrealized
TFC TRUIST FINL CORPORATION 0.1%
Value ($000) $457 Shares 11,931 Est. Cost $40.25 Unrealized -27.0%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $455 Shares 3,857 Est. Cost $118.28 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.1%
Value ($000) $454 Shares 6,080 Est. Cost $59.83 Unrealized -1.6%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $454 Shares 2,717 Est. Cost $81.89 Unrealized +43.3%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $436 Shares 12,704 Est. Cost $33.22 Unrealized
PRGO PERRIGO COMPANY PLC SHS 0.1%
Value ($000) $430 Shares 9,577 Est. Cost $53.64 Unrealized -2.4%
ZG ZILLOW GROUP INCORPORATED CLASS A 0.1%
Value ($000) $426 Shares 4,170 Est. Cost $52.12 Unrealized +49.4%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $425 Shares 4,064 Est. Cost $90.97 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.1%
Value ($000) $422 Shares 1,354 Est. Cost $261.11 Unrealized +7.7%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $412 Shares 3,917 Est. Cost $105.18 Unrealized
LABORATORY CORPORATION AMER HLDGS COM NEW 0.1%
Value ($000) $410 Shares 2,178 Est. Cost $169.06 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $409 Shares 1,796 Est. Cost $168.06 Unrealized
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $407 Shares 14,032 Est. Cost $24.63 Unrealized -10.7%
SJM SMUCKER J M COMPANY COM NEW 0.1%
Value ($000) $400 Shares 3,447 Est. Cost $89.12 Unrealized +4.8%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $398 Shares 1,733 Est. Cost $215.81 Unrealized
NOK NOKIA CORPORATION SPONSORED ADR 0.1%
Value ($000) $396 Shares 103,067 Est. Cost $4.43 Unrealized
BAX BAXTER INTERNATIONAL INCORPORATED 0.1%
Value ($000) $387 Shares 4,895 Est. Cost $69.58 Unrealized +8.1%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $387 Shares 2,530 Est. Cost $146.64 Unrealized
BED BATH & BEYOND INCORPORATED 0.1%
Value ($000) $384 Shares 19,200 Est. Cost $20.00 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $377 Shares 14,375 Est. Cost $26.09 Unrealized
WMT WALMART INCORPORATED 0.1%
Value ($000) $362 Shares 2,585 Est. Cost $36.83 Unrealized +12.2%
GS FINANCE CORP NOTE M/W CLBL INDEX LNKD 0.1%
Value ($000) $358 Shares 375 Est. Cost $926.93 Unrealized
LLY ELI LILLY AND COMPANY COM 0.1%
Value ($000) $356 Shares 2,407 Est. Cost $106.50 Unrealized +36.9%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $351 Shares 3,463 Est. Cost $75.26 Unrealized +22.2%
SEDG SOLAREDGE TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $344 Shares 1,430 Est. Cost $192.20 Unrealized 0.0%
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $338 Shares 1,565 Est. Cost $198.55 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $331 Shares 7,530 Est. Cost $43.03 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $331 Shares 10,424 Est. Cost $32.23 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $327 Shares 2,360 Est. Cost $142.80 Unrealized
CRON CRONOS GROUP INCORPORATED 0.1%
Value ($000) $325 Shares 64,930 Est. Cost $10.58 Unrealized -44.7%
USMV ISHARES TR MSCI USA MIN VOL 0.1%
Value ($000) $324 Shares 5,088 Est. Cost $56.04 Unrealized
VISN COMMSCOPE HLDG COMPANY INCORPORATED 0.1%
Value ($000) $323 Shares 35,454 Est. Cost $14.61 Unrealized -35.5%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $322 Shares 3,681 Est. Cost $87.93 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.1%
Value ($000) $320 Shares 13,171 Est. Cost $24.12 Unrealized
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.1%
Value ($000) $315 Shares 2,845 Est. Cost $111.47 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $313 Shares 3,500 Est. Cost $86.86 Unrealized
CSX CSX CORPORATION 0.1%
Value ($000) $313 Shares 4,037 Est. Cost $21.04 Unrealized +9.1%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.1%
Value ($000) $308 Shares 11,035 Est. Cost $28.45 Unrealized
DD DUPONT DE NEMOURS INCORPORATED 0.1%
Value ($000) $298 Shares 5,422 Est. Cost $17.44 Unrealized +20.9%
XYZ SQUARE INCORPORATED CLASS A 0.1%
Value ($000) $298 Shares 1,802 Est. Cost $76.56 Unrealized +84.4%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $298 Shares 3,684 Est. Cost $78.45 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $297 Shares 7,228 Est. Cost $40.26 Unrealized
UNP UNION PAC CORPORATION 0.1%
Value ($000) $296 Shares 1,504 Est. Cost $142.44 Unrealized +15.7%
GS GOLDMAN SACHS GROUP INCORPORATED 0.1%
Value ($000) $295 Shares 1,474 Est. Cost $165.68 Unrealized +8.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $289 Shares 2,399 Est. Cost $99.40 Unrealized -5.6%
COST COSTCO WHOLESALE CORPORATION NEW 0.1%
Value ($000) $286 Shares 807 Est. Cost $279.18 Unrealized +10.7%
VIACOMCBS INCORPORATED CLASS B 0.1%
Value ($000) $285 Shares 10,176 Est. Cost $2.45 Unrealized
GBTC GRAYSCALE BITCOIN TRUST BTC COM 0.1%
Value ($000) $283 Shares 25,789 Est. Cost $8.23 Unrealized
WFC WELLS FARGO COMPANY NEW 0.1%
Value ($000) $276 Shares 11,545 Est. Cost $23.98 Unrealized -9.0%
KMB KIMBERLY CLARK CORPORATION 0.1%
Value ($000) $276 Shares 1,873 Est. Cost $123.49 Unrealized 0.0%
DIAMONDPEAK HOLDINGS CORP WARRANT 0.1%
Value ($000) $275 Shares 25,900 Est. Cost $10.62 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $271 Shares 4,358 Est. Cost $52.64 Unrealized +6.6%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.1%
Value ($000) $271 Shares 3,164 Est. Cost $82.81 Unrealized
FARM FARMER BROS COMPANY 0.1%
Value ($000) $267 Shares 57,670 Est. Cost $14.52 Unrealized -59.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $266 Shares 3,205 Est. Cost $82.76 Unrealized
W WAYFAIR INC COM CL A 0.1%
Value ($000) $265 Shares 910 Est. Cost $149.57 Unrealized +82.9%
DOW DOW INCORPORATED 0.1%
Value ($000) $261 Shares 5,524 Est. Cost $26.85 Unrealized +24.7%
AMAT APPLIED MATLS INCORPORATED 0.1%
Value ($000) $261 Shares 4,464 Est. Cost $58.88 Unrealized 0.0%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $259 Shares 4,273 Est. Cost $58.86 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $256 Shares 5,614 Est. Cost $25.67 Unrealized +32.1%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $253 Shares 4,445 Est. Cost $44.56 Unrealized +9.0%
AMBA AMBARELLA INCORPORATED SHS 0.1%
Value ($000) $253 Shares 4,870 Est. Cost $51.39 Unrealized -5.9%
SF STIFEL FINL CORPORATION 0.1%
Value ($000) $249 Shares 4,662 Est. Cost $27.43 Unrealized +11.5%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $249 Shares 5,294 Est. Cost $46.22 Unrealized +2.2%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $246 Shares 3,434 Est. Cost $69.47 Unrealized
CRM SALESFORCE COM INCORPORATED 0.1%
Value ($000) $241 Shares 967 Est. Cost $166.47 Unrealized +29.9%
SA SEABRIDGE GOLD INC COM 0.1%
Value ($000) $241 Shares 12,825 Est. Cost $12.96 Unrealized +44.6%
FIRST TRUST CHINDIA ETF 0.1%
Value ($000) $240 Shares 5,024 Est. Cost $43.99 Unrealized
GRWG GROWGENERATION CORP COM 0.1%
Value ($000) $237 Shares 14,825 Est. Cost $3.17 Unrealized +275.6%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $232 Shares 1,672 Est. Cost $126.90 Unrealized -1.5%
OSCV OPUS SMALL CAP VALUE ETF 0.1%
Value ($000) $232 Shares 9,850 Est. Cost $22.47 Unrealized
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.1%
Value ($000) $231 Shares 5,641 Est. Cost $37.76 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $228 Shares 1,316 Est. Cost $157.75 Unrealized
UPGD INVESCO RAYMOND JAMES SB-1 EQUITY ETF 0.1%
Value ($000) $225 Shares 5,550 Est. Cost $39.46 Unrealized
LYFT LYFT INCORPORATED CLASS A COM 0.1%
Value ($000) $224 Shares 8,100 Est. Cost $56.64 Unrealized -47.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $223 Shares 5,168 Est. Cost $42.39 Unrealized
LQD ISHARES TR IBOXX INV CP ETF 0.1%
Value ($000) $222 Shares 1,648 Est. Cost $134.71 Unrealized
TER TERADYNE INCORPORATED 0.1%
Value ($000) $216 Shares 2,717 Est. Cost $65.50 Unrealized +26.7%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $216 Shares 1,399 Est. Cost $175.84 Unrealized
MBB ISHARES TRUST MBS ETF 0.1%
Value ($000) $215 Shares 1,952 Est. Cost $110.74 Unrealized
SPOT SPOTIFY TECHNOLOGY S.A. COM 0.1%
Value ($000) $215 Shares 887 Est. Cost $171.44 Unrealized +50.7%
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $214 Shares 7,000 Est. Cost $31.14 Unrealized
GTBIF GREEN THUMB INDUSTRIES INC COM 0.1%
Value ($000) $214 Shares 16,550 Est. Cost $8.89 Unrealized +49.0%
EATON VANCE TAX-ADVANTAGED GLO COM 0.1%
Value ($000) $212 Shares 10,300 Est. Cost $11.95 Unrealized
INVITAE CORPORATION 0.1%
Value ($000) $212 Shares 5,000 Est. Cost $42.40 Unrealized
DIREXION RUSSELL 1000 VALUE OVER GROWTH ETF 0.1%
Value ($000) $210 Shares 5,000 Est. Cost $42.20 Unrealized
EFAV ISHARES TRUST MSCI EAFE MIN VL ETF 0.1%
Value ($000) $209 Shares 3,066 Est. Cost $65.97 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.1%
Value ($000) $209 Shares 2,672 Est. Cost $51.71 Unrealized +20.8%
TCEHY TENCENT HOLDINGS LIMITED UNSPON ADR 0.1%
Value ($000) $208 Shares 3,102 Est. Cost $67.05 Unrealized
WORKHORSE GROUP INCORPORATED COM NEW 0.1%
Value ($000) $204 Shares 8,568 Est. Cost $17.40 Unrealized
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.1%
Value ($000) $204 Shares 687 Est. Cost $251.75 Unrealized 0.0%
WSSH WEST SHORE BK CORPORATION 0.1%
Value ($000) $203 Shares 8,320 Est. Cost $24.37 Unrealized 0.0%
SO SOUTHERN COMPANY 0.1%
Value ($000) $203 Shares 3,600 Est. Cost $43.54 Unrealized 0.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $203 Shares 5,500 Est. Cost $37.82 Unrealized
BIDU BAIDU INCORPORATED SPON ADR REP A 0.1%
Value ($000) $202 Shares 1,612 Est. Cost $124.08 Unrealized
CLERMONT CNTY OHIO RDWY REV BDS 0.1%
Value ($000) $202 Shares 200 Est. Cost $1010.00 Unrealized
ICSH ISHARES TR ULTR SH TRM BD 0.1%
Value ($000) $200 Shares 3,960 Est. Cost $50.51 Unrealized
NWL NEWELL BRANDS INCORPORATED 0.1%
Value ($000) $175 Shares 10,080 Est. Cost $13.14 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $161 Shares 23,560 Est. Cost $9.01 Unrealized
INVESCO VALUE MUN INCOME TR VALUE MUN INCOME TR COM 0.0%
Value ($000) $154 Shares 10,450 Est. Cost $14.17 Unrealized
LIBERTY HEALTH SCIENCES INC COM 0.0%
Value ($000) $147 Shares 404,100 Est. Cost $1.32 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $143 Shares 13,150 Est. Cost $8.38 Unrealized
VFF VILLAGE FARMS INTE COM 0.0%
Value ($000) $143 Shares 31,150 Est. Cost $5.89 Unrealized -6.8%
CENTRAL PARK CARLYLE EQUITY OPPORTUNITY FUND LLC 0.0%
Value ($000) $142 Shares 142,482 Est. Cost $1.00 Unrealized
CENTRAL PARK CARLYLE FUND, LLC 0.0%
Value ($000) $128 Shares 127,793 Est. Cost $1.00 Unrealized
AXTI AXT INC COM 0.0%
Value ($000) $113 Shares 18,475 Est. Cost $5.08 Unrealized 0.0%
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.0%
Value ($000) $111 Shares 32,592 Est. Cost $3.54 Unrealized -24.8%
DDD 3-D SYSTEMS CORPORATION DEL COM NEW 0.0%
Value ($000) $102 Shares 20,725 Est. Cost $6.84 Unrealized -13.4%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $96 Shares 10,321 Est. Cost $9.84 Unrealized -26.0%
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $86 Shares 21,988 Est. Cost $3.03 Unrealized +39.4%
F FORD MTR COMPANY DEL 0.0%
Value ($000) $81 Shares 11,808 Est. Cost $6.68 Unrealized -23.1%
HAIER ELECTRONICS GROUP COMPANY LIMITED HKD SHS 0.0%
Value ($000) $73 Shares 20,126 Est. Cost $2.68 Unrealized
ORGANIGRAM HLDGS INCORPORATED 0.0%
Value ($000) $56 Shares 53,200 Est. Cost $2.41 Unrealized
CENTRAL PARK MANAGER ALLIANCE FUND II 0.0%
Value ($000) $56 Shares 56,087 Est. Cost $1.00 Unrealized
MCEWEN MINING INCORPORATED 0.0%
Value ($000) $51 Shares 48,000 Est. Cost $1.06 Unrealized
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.0%
Value ($000) $39 Shares 19,850 Est. Cost $2.74 Unrealized -23.2%
KUSHCO HOLDINGS INC COM 0.0%
Value ($000) $26 Shares 50,800 Est. Cost $1.09 Unrealized
MMNFQ MEDMEN ENTERPRISES INC COM 0.0%
Value ($000) $21 Shares 150,000 Est. Cost $1.38 Unrealized -87.2%
QCAAF QUINSAM CAPITAL CORP COM 0.0%
Value ($000) $16 Shares 218,500 Est. Cost $0.12 Unrealized -43.2%
SUPREME CANNABIS CO INC COM 0.0%
Value ($000) $16 Shares 155,000 Est. Cost $0.58 Unrealized
OASIS PETROLEUM INCORPORATED 0.0%
Value ($000) $9 Shares 48,878 Est. Cost $2.93 Unrealized
CAPTOR CAPITAL CORP COM 0.0%
Value ($000) $9 Shares 66,472 Est. Cost $1.05 Unrealized
JSDA JONES SODA CO COM 0.0%
Value ($000) $8 Shares 50,000 Est. Cost $0.18 Unrealized 0.0%
BTE BAYTEX ENERGY CORPORATION 0.0%
Value ($000) $5 Shares 16,000 Est. Cost $0.85 Unrealized -45.4%
CBWTF AUXLY CANNABIS GROUP INC COM 0.0%
Value ($000) $2 Shares 20,800 Est. Cost $0.51 Unrealized -68.4%
SHMP NATURALSHRIMP INC COM 0.0%
Value ($000) $2 Shares 13,000 Est. Cost $0.04 Unrealized +145.1%
JAMN JAMMIN JAVA CORPORATION 0.0%
Value ($000) $0 Shares 32,850 Est. Cost $0.00 Unrealized 0.0%
CANADA HOUSE WELLNESS GRP INC COM 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.03 Unrealized
AMACORE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized