Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $460,035 (100.0% shares, 0.0% debt)

Holdings (305)

PG PROCTER & GAMBLE CO COM 9.2%
Value ($000) $42,494 Shares 316,016 Est. Cost $103.83 Unrealized +11.4%
AAPL APPLE INC COM 7.5%
Value ($000) $34,729 Shares 282,900 Est. Cost $95.01 Unrealized +31.6%
CHE CHEMED CORPORATION NEW 5.6%
Value ($000) $25,594 Shares 54,892 Est. Cost $336.49 Unrealized +43.3%
NNOMF NANO ONE MATLS CORP COM 3.2%
Value ($000) $14,807 Shares 3,477,547 Est. Cost $1.67 Unrealized +164.4%
EATON VANCE TAX-MANAGED GLOBAL COM 3.0%
Value ($000) $13,835 Shares 1,481,750 Est. Cost $8.47 Unrealized
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $11,569 Shares 48,140 Est. Cost $138.26 Unrealized +61.2%
META FACEBOOK INC COM CL A 2.3%
Value ($000) $10,772 Shares 36,169 Est. Cost $192.93 Unrealized +38.6%
FLUX FLUX POWER HOLDINGS INC COM 2.1%
Value ($000) $9,522 Shares 729,760 Est. Cost $9.70 Unrealized +50.7%
VYM VANGUARD HIGH DIV YLD ETF 1.6%
Value ($000) $7,430 Shares 73,232 Est. Cost $81.57 Unrealized
EATON VANCE TAX-ADVANTAGED DIV COM 1.5%
Value ($000) $7,130 Shares 271,246 Est. Cost $23.15 Unrealized
LITHIUM AMERICAS CORP COM 1.5%
Value ($000) $6,686 Shares 429,199 Est. Cost $14.32 Unrealized
QUAL ISHARES TRUST MSCI USA QUALITY FACTOR ETF 1.3%
Value ($000) $6,127 Shares 50,312 Est. Cost $97.70 Unrealized
JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF 1.2%
Value ($000) $5,585 Shares 110,030 Est. Cost $50.77 Unrealized
BAC BANK OF AMERICA CORPORATION COM 1.1%
Value ($000) $5,003 Shares 126,756 Est. Cost $27.79 Unrealized +10.3%
ADME ETF SERIES SOLUTIONS APTUS DRAWDOWN ETF 1.1%
Value ($000) $4,908 Shares 134,008 Est. Cost $31.76 Unrealized
ADVENT CONVERTIBLE & INCOME FD COM 1.0%
Value ($000) $4,799 Shares 271,288 Est. Cost $15.53 Unrealized
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.9%
Value ($000) $4,196 Shares 118,176 Est. Cost $30.50 Unrealized
SHAK SHAKE SHACK INC COM CL A 0.9%
Value ($000) $3,921 Shares 34,628 Est. Cost $66.38 Unrealized +72.4%
ACTG ACACIA RESEARCH CORP COM 0.8%
Value ($000) $3,896 Shares 611,279 Est. Cost $6.30 Unrealized 0.0%
NKE NIKE INC COM CL B 0.8%
Value ($000) $3,843 Shares 28,997 Est. Cost $86.82 Unrealized +49.2%
INTC INTEL CORP COM 0.8%
Value ($000) $3,723 Shares 57,725 Est. Cost $49.26 Unrealized +9.8%
NATIONAL CINEMEDIA INC COM 0.7%
Value ($000) $3,394 Shares 754,158 Est. Cost $4.50 Unrealized
NVDA NVIDIA CORP COM 0.7%
Value ($000) $3,394 Shares 6,216 Est. Cost $5.66 Unrealized +136.8%
DRSK ETF SERIES SOLUTIONS APTUS DEFINED ETF 0.7%
Value ($000) $3,336 Shares 114,037 Est. Cost $28.25 Unrealized
PYPL PAYPAL HOLDINGS INC COM 0.7%
Value ($000) $3,327 Shares 13,499 Est. Cost $109.45 Unrealized +130.2%
TECH BIO-TECHNE CORP COM 0.7%
Value ($000) $3,260 Shares 8,409 Est. Cost $51.09 Unrealized +75.0%
SYBT STOCK YDS BANCORP INCORPORATED 0.7%
Value ($000) $3,218 Shares 62,619 Est. Cost $34.60 Unrealized +38.6%
TSCO TRACTOR SUPPLY CO COM 0.7%
Value ($000) $3,166 Shares 17,936 Est. Cost $17.23 Unrealized +70.9%
WSM WILLIAMS-SONOMA INC COM 0.7%
Value ($000) $3,165 Shares 17,372 Est. Cost $30.70 Unrealized +100.6%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $2,910 Shares 927 Est. Cost $103.12 Unrealized +53.7%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.6%
Value ($000) $2,810 Shares 45,955 Est. Cost $61.15 Unrealized
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $2,711 Shares 24,761 Est. Cost $74.48 Unrealized +26.2%
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.6%
Value ($000) $2,697 Shares 6,746 Est. Cost $323.02 Unrealized
LORDSTOWN MOTORS CORP COM CL A 0.6%
Value ($000) $2,578 Shares 214,588 Est. Cost $12.01 Unrealized
QCOM QUALCOMM INC COM 0.6%
Value ($000) $2,567 Shares 18,754 Est. Cost $74.21 Unrealized +74.8%
EATON VANCE TAX-ADVANTAGED GLO COM 0.6%
Value ($000) $2,561 Shares 96,868 Est. Cost $25.01 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $2,463 Shares 9,738 Est. Cost $252.99 Unrealized -12.1%
HANCOCK (JOHN) BK&T SH BEN INT NEW 0.5%
Value ($000) $2,459 Shares 63,750 Est. Cost $29.52 Unrealized
GENERAL ELECTRIC CO COM 0.5%
Value ($000) $2,421 Shares 182,257 Est. Cost $11.71 Unrealized
XOM EXXON MOBIL CORPORATION COM 0.5%
Value ($000) $2,350 Shares 41,107 Est. Cost $52.95 Unrealized -18.2%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $2,339 Shares 45,739 Est. Cost $28.52 Unrealized +6.6%
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 0.5%
Value ($000) $2,246 Shares 51,446 Est. Cost $40.08 Unrealized
PETS PETMED EXPRESS INCORPORATED 0.5%
Value ($000) $2,127 Shares 62,550 Est. Cost $34.78 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST BTC COM 0.5%
Value ($000) $2,120 Shares 41,725 Est. Cost $23.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.4%
Value ($000) $2,053 Shares 7,951 Est. Cost $218.01 Unrealized +11.4%
IVV ISHARES TRUST CORE S&P500 ETF 0.4%
Value ($000) $2,048 Shares 5,133 Est. Cost $328.42 Unrealized
CHD CHURCH & DWIGHT COM 0.4%
Value ($000) $2,022 Shares 23,354 Est. Cost $66.06 Unrealized +19.2%
LVS LAS VEGAS SANDS CORP COM 0.4%
Value ($000) $1,955 Shares 31,636 Est. Cost $56.04 Unrealized -0.3%
HD HOME DEPOT INC COM 0.4%
Value ($000) $1,912 Shares 6,217 Est. Cost $194.84 Unrealized +25.5%
GOOG ALPHABET INC COM CL C 0.4%
Value ($000) $1,884 Shares 884 Est. Cost $65.92 Unrealized +49.4%
WORLD GOLD TRUST SPDR GLD MINIS ETF 0.4%
Value ($000) $1,825 Shares 108,114 Est. Cost $15.40 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $1,800 Shares 49,611 Est. Cost $26.64 Unrealized +5.2%
GDX VANECK VECTORS ETF TRUST GOLD MINERS ETF 0.4%
Value ($000) $1,758 Shares 52,700 Est. Cost $38.48 Unrealized
THE FORMIDABLE FUND LIMITED PARTNERSHIP 0.4%
Value ($000) $1,727 Shares 1,726,582 Est. Cost $1.00 Unrealized
CVX CHEVRON CORPORATION COM 0.4%
Value ($000) $1,719 Shares 16,253 Est. Cost $87.42 Unrealized -9.0%
DIS WALT DISNEY COMPANY (THE) COM 0.4%
Value ($000) $1,716 Shares 9,136 Est. Cost $132.67 Unrealized +35.8%
MCEWEN MINING INC COM 0.4%
Value ($000) $1,692 Shares 1,562,080 Est. Cost $1.08 Unrealized
INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT ETF 0.4%
Value ($000) $1,690 Shares 115,918 Est. Cost $10.55 Unrealized
PEP PEPSICO INC COM 0.4%
Value ($000) $1,671 Shares 11,819 Est. Cost $113.05 Unrealized +4.3%
GWW GRAINGER W W INC COM 0.4%
Value ($000) $1,658 Shares 4,083 Est. Cost $294.38 Unrealized +24.6%
ROST ROSS STORES INC COM 0.4%
Value ($000) $1,655 Shares 13,729 Est. Cost $105.92 Unrealized +5.9%
USB US BANCORP COM 0.4%
Value ($000) $1,638 Shares 29,326 Est. Cost $42.08 Unrealized -4.2%
SANDERSON FARM INC COM 0.4%
Value ($000) $1,638 Shares 10,127 Est. Cost $151.69 Unrealized
WTW WILLIS TOWERS WATSON PLC COM 0.4%
Value ($000) $1,618 Shares 6,929 Est. Cost $181.50 Unrealized +12.4%
ATR APTARGROUP INC COM 0.4%
Value ($000) $1,618 Shares 11,247 Est. Cost $105.10 Unrealized +23.1%
QLYS QUALYS INC COM 0.4%
Value ($000) $1,615 Shares 15,546 Est. Cost $53.95 Unrealized +107.4%
KNX KNIGHT SWIFT TRANSN HLDGS INC COM CL A 0.3%
Value ($000) $1,610 Shares 33,017 Est. Cost $34.46 Unrealized +20.6%
FDS FACTSET RESEARCH SYSTEMS COM 0.3%
Value ($000) $1,607 Shares 5,076 Est. Cost $242.13 Unrealized +24.8%
GIS GENERAL MILLS INC COM 0.3%
Value ($000) $1,604 Shares 26,305 Est. Cost $42.80 Unrealized +14.4%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $1,577 Shares 8,712 Est. Cost $155.87 Unrealized -5.7%
JKHY HENRY JACK & ASSOCIATES INC COM 0.3%
Value ($000) $1,538 Shares 9,946 Est. Cost $135.61 Unrealized +5.8%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.3%
Value ($000) $1,520 Shares 6,759 Est. Cost $245.99 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRIT SHS 0.3%
Value ($000) $1,504 Shares 92,293 Est. Cost $14.88 Unrealized
VSS VANGUARD FTSE SMCAP ETF 0.3%
Value ($000) $1,504 Shares 11,718 Est. Cost $120.17 Unrealized
SYY SYSCO CORP COM 0.3%
Value ($000) $1,497 Shares 19,192 Est. Cost $59.65 Unrealized +14.1%
GOOGL ALPHABET INC COM CL A 0.3%
Value ($000) $1,480 Shares 700 Est. Cost $64.48 Unrealized +51.9%
MA MASTERCARD INCORPORATED COM CL A 0.3%
Value ($000) $1,440 Shares 3,967 Est. Cost $272.60 Unrealized +24.6%
TSLA TESLA INC COM 0.3%
Value ($000) $1,424 Shares 2,161 Est. Cost $105.97 Unrealized +136.9%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $1,424 Shares 24,423 Est. Cost $42.50 Unrealized -0.6%
CUBIC CORP COM 0.3%
Value ($000) $1,412 Shares 18,910 Est. Cost $68.63 Unrealized
JPM JP MORGAN CHASE & CO COM 0.3%
Value ($000) $1,404 Shares 9,125 Est. Cost $103.80 Unrealized +22.6%
CRON CRONOS GROUP INC COM 0.3%
Value ($000) $1,361 Shares 145,480 Est. Cost $9.07 Unrealized +16.8%
FARM FARMER BROS CO COM 0.3%
Value ($000) $1,325 Shares 125,365 Est. Cost $9.31 Unrealized -22.7%
REET ISHARES TRUST GLOBAL REIT ETF 0.3%
Value ($000) $1,325 Shares 51,567 Est. Cost $23.65 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,325 Shares 17,190 Est. Cost $67.50 Unrealized -6.6%
NFLX NETFLIX INC COM 0.3%
Value ($000) $1,305 Shares 2,430 Est. Cost $33.44 Unrealized +58.6%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,271 Shares 7,770 Est. Cost $116.70 Unrealized +20.6%
RBCAA REPUBLIC BANCORP INCORPORATED KY CLASS A 0.3%
Value ($000) $1,228 Shares 27,075 Est. Cost $47.08 Unrealized -12.1%
SSTI SHOTSPOTTER INC COM 0.3%
Value ($000) $1,200 Shares 32,634 Est. Cost $22.31 Unrealized +94.8%
VOO VANGUARD S&P 500 ETF SHS 0.3%
Value ($000) $1,196 Shares 3,255 Est. Cost $304.61 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.3%
Value ($000) $1,190 Shares 6,421 Est. Cost $84.82 Unrealized +80.3%
HRL HORMEL FOODS CORP COM 0.3%
Value ($000) $1,189 Shares 24,977 Est. Cost $36.38 Unrealized +12.7%
ADBE ADOBE INC COM 0.3%
Value ($000) $1,183 Shares 2,453 Est. Cost $303.90 Unrealized +53.8%
SMG SCOTTS MIRACLE-GRO COMPANY COM CL A 0.3%
Value ($000) $1,161 Shares 4,653 Est. Cost $82.25 Unrealized +129.4%
EMR EMERSON ELEC COMPANY 0.3%
Value ($000) $1,158 Shares 12,808 Est. Cost $57.52 Unrealized +35.3%
ABT ABBOTT LABORATORIES COM 0.2%
Value ($000) $1,132 Shares 9,513 Est. Cost $75.30 Unrealized +44.3%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $1,118 Shares 9,583 Est. Cost $86.19 Unrealized +8.0%
DCI DONALDSON CO INC COM 0.2%
Value ($000) $1,106 Shares 18,775 Est. Cost $41.12 Unrealized +34.6%
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 0.2%
Value ($000) $1,086 Shares 7,643 Est. Cost $142.09 Unrealized
VFC V F CORP COM 0.2%
Value ($000) $1,083 Shares 13,620 Est. Cost $89.63 Unrealized -9.4%
KANSAS CITY SOUTHERN COM NEW 0.2%
Value ($000) $1,072 Shares 4,015 Est. Cost $211.35 Unrealized
MSM MSC INDUSTRIAL DIRECT CO COM CL A 0.2%
Value ($000) $1,050 Shares 11,502 Est. Cost $73.87 Unrealized +15.3%
PNC PNC FINANCIAL SERVICES GROUP COM 0.2%
Value ($000) $1,002 Shares 5,646 Est. Cost $118.07 Unrealized +17.3%
ITRI ITRON INC COM 0.2%
Value ($000) $1,000 Shares 11,171 Est. Cost $78.72 Unrealized +25.6%
TGT TARGET CORP COM 0.2%
Value ($000) $996 Shares 4,961 Est. Cost $95.15 Unrealized +71.5%
CVS CVS HEALTH CORPORATION COM 0.2%
Value ($000) $994 Shares 13,318 Est. Cost $57.32 Unrealized +8.7%
MMM 3M COMPANY COM 0.2%
Value ($000) $981 Shares 5,085 Est. Cost $111.93 Unrealized +11.8%
DDD 3 D SYSTEMS INC COM 0.2%
Value ($000) $978 Shares 37,240 Est. Cost $11.99 Unrealized +175.7%
ABBV ABBVIE INC COM 0.2%
Value ($000) $955 Shares 8,849 Est. Cost $71.16 Unrealized +24.9%
CINF CINCINNATI FINANCIAL CORP COM 0.2%
Value ($000) $942 Shares 9,043 Est. Cost $93.08 Unrealized -8.9%
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.2%
Value ($000) $932 Shares 2,876 Est. Cost $261.34 Unrealized
APTIV PLC COM 0.2%
Value ($000) $902 Shares 6,455 Est. Cost $49.24 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.2%
Value ($000) $872 Shares 4,019 Est. Cost $143.91 Unrealized +22.8%
HDV ISHARES TRUST CORE HIGH DV ETF 0.2%
Value ($000) $849 Shares 8,912 Est. Cost $92.95 Unrealized
BCSF BAIN CAP SPECIALTY FINANCE INC COM STK 0.2%
Value ($000) $845 Shares 56,459 Est. Cost $8.22 Unrealized -3.5%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $838 Shares 22,066 Est. Cost $22.92 Unrealized +22.9%
EFA ISHARES TRUST MSCI EAFE ETF 0.2%
Value ($000) $821 Shares 10,692 Est. Cost $63.43 Unrealized
HORIZON THERAPEUTICS PUB L SHS 0.2%
Value ($000) $802 Shares 8,865 Est. Cost $34.99 Unrealized
BKNG BOOKING HOLDINGS INCORPORATED 0.2%
Value ($000) $784 Shares 329 Est. Cost $1748.87 Unrealized +24.9%
DGRO ISHARES TRUST CORE DIV GRWTH ETF 0.2%
Value ($000) $780 Shares 16,093 Est. Cost $38.73 Unrealized
ERIC ERICSSON ADR SPONSORED 0.2%
Value ($000) $777 Shares 59,184 Est. Cost $9.48 Unrealized
LOW LOWE'S COMPANIES INC COM 0.2%
Value ($000) $774 Shares 4,052 Est. Cost $104.24 Unrealized +50.6%
T AT&T INC COM 0.2%
Value ($000) $773 Shares 25,360 Est. Cost $18.52 Unrealized -12.8%
KO COCA-COLA CO COM 0.2%
Value ($000) $743 Shares 14,130 Est. Cost $43.33 Unrealized +0.1%
MCD MCDONALD'S CORPORATION COM 0.2%
Value ($000) $741 Shares 3,294 Est. Cost $170.35 Unrealized +12.3%
ARCC ARES CAPITAL CORP COM 0.2%
Value ($000) $735 Shares 38,852 Est. Cost $9.58 Unrealized +18.8%
ORCL ORACLE CORP COM 0.2%
Value ($000) $731 Shares 10,193 Est. Cost $50.44 Unrealized +20.2%
ETHE GRAYSCALE ETHEREUM TR ETH COM 0.2%
Value ($000) $730 Shares 42,169 Est. Cost $15.66 Unrealized
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $711 Shares 13,679 Est. Cost $38.62 Unrealized +5.2%
TFC TRUIST FINANCIAL CORPORATION COM 0.2%
Value ($000) $708 Shares 12,040 Est. Cost $40.25 Unrealized +8.2%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $706 Shares 9,349 Est. Cost $59.57 Unrealized +15.5%
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $698 Shares 2,870 Est. Cost $221.48 Unrealized +1.9%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $688 Shares 1,974 Est. Cost $51.69 Unrealized +56.6%
BLACKROCK INC COM 0.1%
Value ($000) $682 Shares 889 Est. Cost $529.23 Unrealized
EATON VANCE TAX-ADVANTAGED GLO COM 0.1%
Value ($000) $674 Shares 35,642 Est. Cost $16.16 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $667 Shares 10,577 Est. Cost $45.61 Unrealized +11.9%
AMGN AMGEN INC COM 0.1%
Value ($000) $661 Shares 2,655 Est. Cost $182.69 Unrealized +12.0%
LINDE PLC COM 0.1%
Value ($000) $661 Shares 2,363 Est. Cost $124.72 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $646 Shares 7,280 Est. Cost $60.03 Unrealized +11.3%
HSY HERSHEY COMPANY COM 0.1%
Value ($000) $639 Shares 4,028 Est. Cost $127.63 Unrealized +5.0%
EATON VANCE TAX-MANAGED DIVERS 0.1%
Value ($000) $621 Shares 48,454 Est. Cost $12.05 Unrealized
RTX RAYTHEON TECH CORP COM 0.1%
Value ($000) $594 Shares 7,687 Est. Cost $54.61 Unrealized +19.5%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $589 Shares 6,112 Est. Cost $71.72 Unrealized +5.2%
V VISA INC COM CL A 0.1%
Value ($000) $577 Shares 2,675 Est. Cost $172.97 Unrealized +17.5%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $577 Shares 2,128 Est. Cost $163.61 Unrealized +39.9%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.1%
Value ($000) $571 Shares 20,799 Est. Cost $25.63 Unrealized
TJX TJX COS INC COM 0.1%
Value ($000) $568 Shares 8,608 Est. Cost $54.60 Unrealized +14.1%
GRWG GROWGENERATION CORP COM 0.1%
Value ($000) $566 Shares 12,775 Est. Cost $3.17 Unrealized +1475.2%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $565 Shares 2,530 Est. Cost $146.64 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF 0.1%
Value ($000) $564 Shares 12,424 Est. Cost $33.22 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $560 Shares 2,121 Est. Cost $166.41 Unrealized +41.0%
EATON VANCE RISK-MANAGED DIVER 0.1%
Value ($000) $560 Shares 51,578 Est. Cost $10.09 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.1%
Value ($000) $552 Shares 44,257 Est. Cost $11.80 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $550 Shares 1,673 Est. Cost $175.95 Unrealized +57.4%
LABORATORY CORP AMER HLDGS COM 0.1%
Value ($000) $545 Shares 2,158 Est. Cost $169.06 Unrealized
GLD SPDR GOLD TRUST GOLD SHS ETF 0.1%
Value ($000) $540 Shares 3,375 Est. Cost $169.25 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $533 Shares 1,435 Est. Cost $264.41 Unrealized +20.9%
MORGAN STANLEY EMG EM MKTS DOMESTIC 0.1%
Value ($000) $526 Shares 87,399 Est. Cost $6.28 Unrealized
FIS FIDELITY NATIONAL INFORMATION COM 0.1%
Value ($000) $522 Shares 3,634 Est. Cost $118.68 Unrealized +3.1%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $509 Shares 13,840 Est. Cost $24.63 Unrealized +3.8%
UPS UNITED PARCEL SERVICE INC COM CL B 0.1%
Value ($000) $495 Shares 2,890 Est. Cost $84.89 Unrealized +55.5%
FTCS FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF 0.1%
Value ($000) $494 Shares 6,959 Est. Cost $59.81 Unrealized
GTBIF GREEN THUMB INDUSTRIES INC COM 0.1%
Value ($000) $494 Shares 19,500 Est. Cost $12.67 Unrealized +150.7%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $493 Shares 6,472 Est. Cost $38.44 Unrealized +124.0%
FOOT LOCKER INC COM 0.1%
Value ($000) $486 Shares 8,554 Est. Cost $39.58 Unrealized
VFF VILLAGE FARMS INTE COM 0.1%
Value ($000) $484 Shares 37,565 Est. Cost $6.50 Unrealized +120.9%
VEONEER INC COM 0.1%
Value ($000) $480 Shares 19,838 Est. Cost $15.55 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $480 Shares 5,549 Est. Cost $46.80 Unrealized +76.9%
IVW ISHARES TRUST S&P 500 GRWT ETF 0.1%
Value ($000) $474 Shares 7,198 Est. Cost $99.85 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $472 Shares 14,375 Est. Cost $26.09 Unrealized
VIACOMCBS INCORPORATED CLASS B 0.1%
Value ($000) $469 Shares 10,508 Est. Cost $4.36 Unrealized
AMAT APPLIED MATERIALS INC COM 0.1%
Value ($000) $467 Shares 3,405 Est. Cost $58.88 Unrealized +79.5%
LLY ELI LILLY AND COMPANY COM 0.1%
Value ($000) $448 Shares 2,417 Est. Cost $106.50 Unrealized +74.7%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $443 Shares 3,500 Est. Cost $86.86 Unrealized
WFC WELLS FARGO & COMPANY COM 0.1%
Value ($000) $441 Shares 11,125 Est. Cost $24.55 Unrealized +28.8%
FIRST TR MLP & ENERGY INCOM FD 0.1%
Value ($000) $429 Shares 62,263 Est. Cost $6.06 Unrealized
XLF SELECT SECTOR SPDR TRUST SBI INT-FINL ETF 0.1%
Value ($000) $428 Shares 12,409 Est. Cost $24.12 Unrealized
DEO DIAGEO ADR SPONSORED 0.1%
Value ($000) $423 Shares 2,527 Est. Cost $144.42 Unrealized
BAX BAXTER INTERNATIONAL INC COM 0.1%
Value ($000) $417 Shares 4,946 Est. Cost $69.60 Unrealized +2.7%
JBLU JETBLUE AWYS CORPORATION 0.1%
Value ($000) $407 Shares 20,000 Est. Cost $17.33 Unrealized 0.0%
EATON VANCE ENHANCED EQUITY IN 0.1%
Value ($000) $404 Shares 18,528 Est. Cost $21.21 Unrealized
ACN ACCENTURE PLC COM 0.1%
Value ($000) $404 Shares 1,450 Est. Cost $241.32 Unrealized 0.0%
WMT WALMART INC COM 0.1%
Value ($000) $398 Shares 2,932 Est. Cost $37.70 Unrealized +14.9%
VISN COMMSCOPE HOLDINGS CO INC COM 0.1%
Value ($000) $397 Shares 25,810 Est. Cost $14.61 Unrealized +2.6%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $397 Shares 5,078 Est. Cost $17.75 Unrealized +63.8%
ZG ZILLOW GROUP INC COM CL A 0.1%
Value ($000) $395 Shares 3,120 Est. Cost $52.12 Unrealized +196.1%
CSX CSX CORP COM 0.1%
Value ($000) $393 Shares 4,073 Est. Cost $21.04 Unrealized +35.8%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $389 Shares 1,763 Est. Cost $148.90 Unrealized +26.3%
LYFT LYFT INC COM CL A 0.1%
Value ($000) $386 Shares 5,982 Est. Cost $56.64 Unrealized -1.5%
IWF ISHARES TRUST RUS 1000 GRW ETF 0.1%
Value ($000) $378 Shares 1,545 Est. Cost $198.55 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $375 Shares 2,843 Est. Cost $90.97 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $368 Shares 5,500 Est. Cost $37.82 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $366 Shares 7,000 Est. Cost $31.14 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $366 Shares 5,267 Est. Cost $25.67 Unrealized +115.6%
IBM INTERNATIONAL BUS MACH CORP COM 0.1%
Value ($000) $363 Shares 2,720 Est. Cost $99.25 Unrealized -1.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $363 Shares 3,684 Est. Cost $78.45 Unrealized
IJR ISHARES TRUST CORE S&P SCP ETF 0.1%
Value ($000) $361 Shares 3,287 Est. Cost $69.47 Unrealized
SF STIFEL FINL CORPORATION 0.1%
Value ($000) $355 Shares 5,401 Est. Cost $31.76 Unrealized +69.0%
BGC PARTNERS INCORPORATED CLASS A 0.1%
Value ($000) $352 Shares 69,900 Est. Cost $4.17 Unrealized
VEA VANGUARD FTSE DEV MKT ETF 0.1%
Value ($000) $349 Shares 7,027 Est. Cost $40.26 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $343 Shares 5,315 Est. Cost $26.85 Unrealized +70.6%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $342 Shares 5,156 Est. Cost $52.22 Unrealized +2.2%
CLOUDERA INC COM 0.1%
Value ($000) $340 Shares 27,750 Est. Cost $10.49 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.1%
Value ($000) $333 Shares 3,164 Est. Cost $82.81 Unrealized
UPGD INVESCO RAYMOND JAMES SB-1 EQUITY ETF 0.1%
Value ($000) $325 Shares 5,550 Est. Cost $39.46 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $321 Shares 2,813 Est. Cost $75.26 Unrealized +41.5%
NVS NOVARTIS AG ADR SPONSORED 0.1%
Value ($000) $317 Shares 3,681 Est. Cost $87.93 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $316 Shares 1,672 Est. Cost $126.90 Unrealized +23.4%
FIRST TRUST CHINDIA ETF 0.1%
Value ($000) $314 Shares 5,024 Est. Cost $43.99 Unrealized
AMBA AMBARELLA INCORPORATED SHS 0.1%
Value ($000) $313 Shares 2,970 Est. Cost $51.39 Unrealized +111.8%
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.1%
Value ($000) $312 Shares 2,865 Est. Cost $111.47 Unrealized
NEAR ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF 0.1%
Value ($000) $308 Shares 6,127 Est. Cost $25.57 Unrealized
CRM SALESFORCE.COM INC COM 0.1%
Value ($000) $307 Shares 1,421 Est. Cost $186.78 Unrealized +17.8%
HRB BLOCK (H & R) INC COM 0.1%
Value ($000) $306 Shares 13,754 Est. Cost $18.91 Unrealized -15.1%
MAXAR TECHNOLOGIES INC COM 0.1%
Value ($000) $306 Shares 8,108 Est. Cost $37.74 Unrealized
AFG AMERICAN FINANCIAL GROUP INC COM 0.1%
Value ($000) $298 Shares 2,560 Est. Cost $47.45 Unrealized +29.3%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $294 Shares 3,919 Est. Cost $40.57 Unrealized +41.0%
TER TERADYNE INC COM 0.1%
Value ($000) $292 Shares 2,492 Est. Cost $65.50 Unrealized +88.1%
NOK NOKIA OYJ ADR SPONSORED 0.1%
Value ($000) $289 Shares 72,309 Est. Cost $4.43 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $287 Shares 812 Est. Cost $279.18 Unrealized +18.1%
SJM SMUCKER (JM) CO COM 0.1%
Value ($000) $282 Shares 2,212 Est. Cost $89.12 Unrealized +12.8%
BEEM BEAM GLOBAL 0.1%
Value ($000) $281 Shares 7,000 Est. Cost $39.24 Unrealized +34.1%
ARCT ARCTURUS THERAPEUTICS HLDG INC COM 0.1%
Value ($000) $278 Shares 6,875 Est. Cost $59.61 Unrealized 0.0%
SSYS STRATASYS LTD COM 0.1%
Value ($000) $277 Shares 11,045 Est. Cost $34.47 Unrealized 0.0%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.1%
Value ($000) $276 Shares 3,783 Est. Cost $58.86 Unrealized
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.1%
Value ($000) $276 Shares 5,641 Est. Cost $37.76 Unrealized
ROYCE VALUE TR INCORPORATED 0.1%
Value ($000) $275 Shares 14,965 Est. Cost $16.28 Unrealized
W WAYFAIR INC COM CL A 0.1%
Value ($000) $274 Shares 865 Est. Cost $295.08 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.1%
Value ($000) $272 Shares 10,080 Est. Cost $13.14 Unrealized +52.3%
COLUMBIA SELIGM PREM TECH GRW 0.1%
Value ($000) $268 Shares 8,443 Est. Cost $26.89 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.1%
Value ($000) $268 Shares 990 Est. Cost $192.20 Unrealized +56.9%
SA SEABRIDGE GOLD INC COM 0.1%
Value ($000) $265 Shares 17,100 Est. Cost $14.67 Unrealized +27.0%
AMT AMERICAN TOWER CORP COM USD0.01 0.1%
Value ($000) $264 Shares 1,112 Est. Cost $192.28 Unrealized 0.0%
MDLZ MONDELEZ INTL INC COM CL A 0.1%
Value ($000) $260 Shares 4,445 Est. Cost $44.56 Unrealized +11.7%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $258 Shares 1,881 Est. Cost $123.49 Unrealized -10.2%
MS MORGAN STANLEY COM 0.1%
Value ($000) $257 Shares 3,281 Est. Cost $49.29 Unrealized +33.0%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $256 Shares 1,682 Est. Cost $133.15 Unrealized 0.0%
EEM ISHARES TRUST MSCI EMG MKT ETF 0.1%
Value ($000) $256 Shares 4,758 Est. Cost $43.03 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $254 Shares 543 Est. Cost $41.65 Unrealized 0.0%
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.1%
Value ($000) $253 Shares 3,117 Est. Cost $67.05 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 0.1%
Value ($000) $253 Shares 4,818 Est. Cost $42.39 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $253 Shares 6,636 Est. Cost $32.23 Unrealized
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $252 Shares 2,685 Est. Cost $92.08 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $251 Shares 4,039 Est. Cost $44.22 Unrealized +12.7%
BIDU BAIDU INC ADR 0.1%
Value ($000) $243 Shares 1,113 Est. Cost $129.78 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $243 Shares 2,000 Est. Cost $111.82 Unrealized
VIRGIN GALACTIC HLDGS INC COM 0.1%
Value ($000) $242 Shares 7,890 Est. Cost $30.67 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $237 Shares 1,182 Est. Cost $225.71 Unrealized +2.7%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $235 Shares 3,160 Est. Cost $68.04 Unrealized
FEZ SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF 0.1%
Value ($000) $235 Shares 5,201 Est. Cost $41.92 Unrealized
CBRL CRACKER BARREL OLD COM 0.1%
Value ($000) $233 Shares 1,366 Est. Cost $124.87 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC COM CL A 0.0%
Value ($000) $229 Shares 994 Est. Cost $180.83 Unrealized +15.0%
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $222 Shares 1,876 Est. Cost $95.08 Unrealized +7.0%
SPOT SPOTIFY TECHNOLOGY S.A. COM 0.0%
Value ($000) $222 Shares 861 Est. Cost $171.44 Unrealized +81.8%
WSSH WEST SHORE BK CORPORATION 0.0%
Value ($000) $220 Shares 8,320 Est. Cost $24.37 Unrealized +10.1%
NEM NEWMONT CORPORATION COM 0.0%
Value ($000) $219 Shares 3,592 Est. Cost $51.26 Unrealized 0.0%
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value ($000) $217 Shares 2,304 Est. Cost $94.18 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $217 Shares 4,648 Est. Cost $41.91 Unrealized 0.0%
ORGANIGRAM HOLDINGS INC COM 0.0%
Value ($000) $216 Shares 63,450 Est. Cost $2.57 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $215 Shares 5,121 Est. Cost $36.44 Unrealized 0.0%
AOR ISHARES TRUST GRWT ALLOCAT ETF 0.0%
Value ($000) $215 Shares 3,984 Est. Cost $52.18 Unrealized
PRGO PERRIGO COMPANY PLC COM 0.0%
Value ($000) $209 Shares 5,119 Est. Cost $53.64 Unrealized -20.0%
IWS ISHARES TRUST RUS MDCP VAL ETF 0.0%
Value ($000) $209 Shares 1,903 Est. Cost $96.77 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $207 Shares 16,928 Est. Cost $7.43 Unrealized +16.9%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 0.0%
Value ($000) $204 Shares 1,378 Est. Cost $148.04 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $202 Shares 446 Est. Cost $462.59 Unrealized +1.8%
TIP ISHARES TRUST TIPS BD ETF 0.0%
Value ($000) $201 Shares 1,601 Est. Cost $125.55 Unrealized
IWD ISHARES TRUST RUS 1000 VAL ETF 0.0%
Value ($000) $200 Shares 1,308 Est. Cost $152.91 Unrealized
ICSH ISHARES TR BLACKROCK ULTRA 0.0%
Value ($000) $200 Shares 3,960 Est. Cost $50.51 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $190 Shares 54,000 Est. Cost $3.59 Unrealized
AXTI AXT INC COM 0.0%
Value ($000) $189 Shares 17,050 Est. Cost $5.17 Unrealized +132.3%
STABLE ROAD ACQUISITION CORP COM CL A 0.0%
Value ($000) $185 Shares 13,665 Est. Cost $13.54 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $168 Shares 11,106 Est. Cost $15.47 Unrealized
GNRSQ GREENROSE ACQUISITION CORP COM 0.0%
Value ($000) $166 Shares 16,632 Est. Cost $10.32 Unrealized 0.0%
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $154 Shares 23,500 Est. Cost $6.32 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $151 Shares 18,210 Est. Cost $9.01 Unrealized
HRSHF HAIER SMART HOME COMPANY LIMITED BEARER 06690 SHS 0.0%
Value ($000) $137 Shares 32,201 Est. Cost $4.10 Unrealized -11.8%
ALTITUDE ACQUISITION CORP WARRANT EXP 113027 0.0%
Value ($000) $127 Shares 75,000 Est. Cost $1.69 Unrealized
NNDM NANO DIMENSION LIMITED SPONSORD ADS NEW 0.0%
Value ($000) $125 Shares 15,000 Est. Cost $8.33 Unrealized
AMC ENTERTAINMENT HLDGS INCORPORATED CLASS A COM 0.0%
Value ($000) $122 Shares 13,000 Est. Cost $9.38 Unrealized
UUUU ENERGY FUELS INCORPORATED COM NEW 0.0%
Value ($000) $120 Shares 20,000 Est. Cost $5.11 Unrealized 0.0%
KUSHCO HOLDINGS INC COM 0.0%
Value ($000) $109 Shares 95,300 Est. Cost $1.08 Unrealized
SV SPRING VALLEY ACQUISITION CORP COM CL A 0.0%
Value ($000) $108 Shares 10,787 Est. Cost $10.01 Unrealized
AQUABOUNTY TECHNOLOGIES INCORPORATED COM NEW 0.0%
Value ($000) $101 Shares 15,000 Est. Cost $6.73 Unrealized
CA HEALTHCARE ACQUISITION CORPORATION UNIT EX 122525 0.0%
Value ($000) $100 Shares 10,000 Est. Cost $10.00 Unrealized
GNRWQ GREENROSE ACQUISITION CORP WARRANT EXP 081126 0.0%
Value ($000) $98 Shares 115,065 Est. Cost $0.85 Unrealized
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $92 Shares 20,988 Est. Cost $3.03 Unrealized +57.8%
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.0%
Value ($000) $57 Shares 16,627 Est. Cost $3.54 Unrealized -7.1%
NVNXF NOVONIX LIMITED COM 0.0%
Value ($000) $48 Shares 29,250 Est. Cost $1.21 Unrealized +69.5%
CAPTOR CAPITAL CORP COM 0.0%
Value ($000) $47 Shares 66,972 Est. Cost $1.05 Unrealized
DRAGANFLY INC COM 0.0%
Value ($000) $35 Shares 22,950 Est. Cost $1.53 Unrealized
SUPREME CANNABIS CO INC COM 0.0%
Value ($000) $33 Shares 155,000 Est. Cost $0.58 Unrealized
FNMA FED NATIONAL MTG ASSN COM 0.0%
Value ($000) $32 Shares 15,850 Est. Cost $2.69 Unrealized -28.4%
BLUESKY DIGITAL ASSETS CORP COM 0.0%
Value ($000) $30 Shares 38,000 Est. Cost $0.79 Unrealized
SENSEONICS HOLDINGS INC COM 0.0%
Value ($000) $29 Shares 10,600 Est. Cost $2.74 Unrealized
SHMP NATURALSHRIMP INC COM 0.0%
Value ($000) $22 Shares 44,200 Est. Cost $0.23 Unrealized +139.4%
QCAAF QUINSAM CAPITAL CORP COM 0.0%
Value ($000) $20 Shares 218,500 Est. Cost $0.12 Unrealized +7.1%
CHAMPIGNON BRANDS INC COM 0.0%
Value ($000) $11 Shares 33,250 Est. Cost $0.33 Unrealized
CBWTF AUXLY CANNABIS GROUP INC COM 0.0%
Value ($000) $6 Shares 20,800 Est. Cost $0.51 Unrealized -44.4%
ION ENERGY LIMITED 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
PBTDF PLOVER BAY TECHNOLOGIES COM 0.0%
Value ($000) $3 Shares 16,000 Est. Cost $0.19 Unrealized
HMGN HEMAGEN DIAGNOSTICS INCORPORATED 0.0%
Value ($000) $2 Shares 51,500 Est. Cost $0.03 Unrealized 0.0%
CANADA HOUSE WELLNESS GRP INC COM 0.0%
Value ($000) $1 Shares 30,000 Est. Cost $0.03 Unrealized
JAMN JAMMIN JAVA CORPORATION 0.0%
Value ($000) $0 Shares 32,850 Est. Cost $0.00 Unrealized +765.6%
AMACORE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized