Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $465,713 (100.0% shares, 0.0% debt)

Holdings (317)

PG PROCTER & GAMBLE CO COM 9.5%
Value ($000) $44,422 Shares 318,286 Est. Cost $103.83 Unrealized +16.3%
CHE CHEMED CORPORATION NEW 5.3%
Value ($000) $24,504 Shares 51,912 Est. Cost $336.49 Unrealized +40.5%
FORH ETF OPPORTUNITIES TR FORMIDABLE ETF 4.5%
Value ($000) $21,024 Shares 849,450 Est. Cost $24.75 Unrealized
EATON VANCE TAX ADVT DIV INCM 2.9%
Value ($000) $13,504 Shares 489,996 Est. Cost $25.12 Unrealized
NNOMF NANO ONE MATLS CORP COM 2.9%
Value ($000) $13,459 Shares 3,854,484 Est. Cost $1.87 Unrealized +98.9%
EATON VANCE TAX-MANAGED GLOBAL 2.9%
Value ($000) $13,280 Shares 1,313,921 Est. Cost $8.47 Unrealized
JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF 2.6%
Value ($000) $12,088 Shares 238,226 Est. Cost $50.76 Unrealized
FLUX FLUX POWER HOLDINGS INC COM 2.6%
Value ($000) $11,988 Shares 1,323,426 Est. Cost $10.24 Unrealized +6.5%
META FACEBOOK INC COM CL A 2.6%
Value ($000) $11,946 Shares 34,958 Est. Cost $192.93 Unrealized +65.1%
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 1.9%
Value ($000) $8,798 Shares 239,148 Est. Cost $33.68 Unrealized
ACTG ACACIA RESEARCH CORP COM 1.7%
Value ($000) $8,089 Shares 1,403,344 Est. Cost $6.10 Unrealized -2.5%
VYM VANGUARD HIGH DIV YLD ETF 1.7%
Value ($000) $7,793 Shares 74,476 Est. Cost $81.95 Unrealized
LITHIUM AMERICAS CORP COM 1.5%
Value ($000) $7,023 Shares 521,866 Est. Cost $14.17 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 1.3%
Value ($000) $6,202 Shares 41,150 Est. Cost $149.11 Unrealized
AAPL APPLE INC COM 1.3%
Value ($000) $6,152 Shares 44,920 Est. Cost $95.01 Unrealized +33.1%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.1%
Value ($000) $5,290 Shares 84,622 Est. Cost $61.77 Unrealized
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $5,000 Shares 11,592 Est. Cost $368.30 Unrealized
MSFT MICROSOFT CORP COM 1.1%
Value ($000) $4,994 Shares 18,436 Est. Cost $138.26 Unrealized +77.0%
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 1.0%
Value ($000) $4,648 Shares 102,138 Est. Cost $42.77 Unrealized
NKE NIKE INC COM CL B 1.0%
Value ($000) $4,590 Shares 28,762 Est. Cost $86.82 Unrealized +44.8%
NVDA NVIDIA CORP COM 1.0%
Value ($000) $4,464 Shares 6,042 Est. Cost $5.66 Unrealized +182.4%
PYPL PAYPAL HLDGS INCORPORATED 0.8%
Value ($000) $3,930 Shares 13,354 Est. Cost $109.45 Unrealized +140.8%
TECH BIO-TECHNE CORP COM 0.8%
Value ($000) $3,799 Shares 8,290 Est. Cost $51.09 Unrealized +102.0%
TSCO TRACTOR SUPPLY CO COM 0.7%
Value ($000) $3,340 Shares 17,686 Est. Cost $17.23 Unrealized +96.8%
INTC INTEL CORP COM 0.7%
Value ($000) $3,146 Shares 57,159 Est. Cost $49.26 Unrealized +8.8%
MO ALTRIA GROUP INC COM 0.7%
Value ($000) $3,105 Shares 65,609 Est. Cost $30.17 Unrealized +12.6%
SYBT STOCK YDS BANCORP INCORPORATED 0.6%
Value ($000) $3,020 Shares 62,454 Est. Cost $34.60 Unrealized +49.3%
SHAK SHAKE SHACK INC COM CL A 0.6%
Value ($000) $3,014 Shares 31,928 Est. Cost $66.38 Unrealized +52.0%
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $2,904 Shares 24,607 Est. Cost $74.48 Unrealized +36.5%
QUAL ISHARES TR MSCI USA QLT FCT 0.6%
Value ($000) $2,806 Shares 20,900 Est. Cost $97.70 Unrealized
EATON VANCE TAX-ADVANTAGED GLO 0.6%
Value ($000) $2,791 Shares 94,668 Est. Cost $25.01 Unrealized
MCEWEN MINING INC COM 0.6%
Value ($000) $2,702 Shares 2,267,280 Est. Cost $1.12 Unrealized
PETS PETMED EXPRESS INC 0.6%
Value ($000) $2,688 Shares 93,470 Est. Cost $33.78 Unrealized -6.0%
ADVENT CONV & INCOME FD 0.6%
Value ($000) $2,674 Shares 142,750 Est. Cost $15.53 Unrealized
WSM WILLIAMS SONOMA INCORPORATED 0.6%
Value ($000) $2,629 Shares 17,022 Est. Cost $30.70 Unrealized +153.7%
QCOM QUALCOMM INC COM 0.6%
Value ($000) $2,592 Shares 18,505 Est. Cost $74.21 Unrealized +64.6%
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $2,356 Shares 40,265 Est. Cost $52.95 Unrealized -5.5%
CVX CHEVRON CORPORATION 0.5%
Value ($000) $2,354 Shares 23,892 Est. Cost $87.31 Unrealized -0.3%
BA BOEING CO COM 0.5%
Value ($000) $2,196 Shares 9,964 Est. Cost $252.74 Unrealized -4.3%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.5%
Value ($000) $2,184 Shares 5,508 Est. Cost $342.20 Unrealized
DIS DISNEY WALT COMPANY 0.4%
Value ($000) $2,088 Shares 11,644 Est. Cost $141.94 Unrealized +23.8%
CHD CHURCH & DWIGHT COM 0.4%
Value ($000) $2,010 Shares 23,039 Est. Cost $66.06 Unrealized +24.0%
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $1,934 Shares 153,163 Est. Cost $11.71 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $1,867 Shares 46,343 Est. Cost $26.64 Unrealized +16.3%
PEP PEPSICO INC COM 0.4%
Value ($000) $1,829 Shares 11,787 Est. Cost $113.05 Unrealized +11.6%
SANDERSON FARM INC COM 0.4%
Value ($000) $1,819 Shares 9,978 Est. Cost $151.69 Unrealized
GWW GRAINGER W W INC COM 0.4%
Value ($000) $1,817 Shares 4,017 Est. Cost $294.38 Unrealized +42.7%
GDX VANECK VECTORS ETF TRUST GOLD MINERS ETF 0.4%
Value ($000) $1,795 Shares 52,900 Est. Cost $38.48 Unrealized
FDS FACTSET RESEARCH SYSTEMS COM 0.4%
Value ($000) $1,700 Shares 4,987 Est. Cost $242.13 Unrealized +29.4%
JKHY HENRY JACK & ASSOC INCORPORATED 0.4%
Value ($000) $1,677 Shares 9,789 Est. Cost $135.61 Unrealized +11.2%
USB US BANCORP COM 0.4%
Value ($000) $1,674 Shares 29,329 Est. Cost $42.08 Unrealized +13.4%
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $1,667 Shares 8,815 Est. Cost $156.05 Unrealized +9.5%
ROST ROSS STORES INC COM 0.3%
Value ($000) $1,622 Shares 13,549 Est. Cost $105.92 Unrealized +11.7%
KNX KNIGHT SWIFT TRANSN HLDGS INC COM CL A 0.3%
Value ($000) $1,579 Shares 32,446 Est. Cost $34.46 Unrealized +31.6%
ATR APTARGROUP INC COM 0.3%
Value ($000) $1,540 Shares 11,067 Est. Cost $105.10 Unrealized +31.8%
MA MASTERCARD INCORPORATED CLASS A 0.3%
Value ($000) $1,530 Shares 3,967 Est. Cost $272.60 Unrealized +32.9%
WTW WILLIS TOWERS WATSON PLC COM 0.3%
Value ($000) $1,515 Shares 6,804 Est. Cost $181.50 Unrealized +28.8%
QLYS QUALYS INC COM 0.3%
Value ($000) $1,507 Shares 15,104 Est. Cost $53.95 Unrealized +88.7%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.3%
Value ($000) $1,499 Shares 87,325 Est. Cost $14.88 Unrealized
ADBE ADOBE INC COM 0.3%
Value ($000) $1,490 Shares 2,463 Est. Cost $303.90 Unrealized +69.6%
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.3%
Value ($000) $1,429 Shares 6,647 Est. Cost $245.99 Unrealized
NATIONAL CINEMEDIA INC COM 0.3%
Value ($000) $1,422 Shares 383,748 Est. Cost $4.50 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.3%
Value ($000) $1,412 Shares 18,018 Est. Cost $69.50 Unrealized
GABELLI GLOBAL GOLD NATURAL RE COM SH BEN INT 0.3%
Value ($000) $1,408 Shares 352,046 Est. Cost $3.94 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $1,400 Shares 2,161 Est. Cost $105.97 Unrealized +104.9%
SYY SYSCO CORP COM 0.3%
Value ($000) $1,372 Shares 19,143 Est. Cost $59.65 Unrealized +19.6%
DDD 3 D SYSTEMS INC COM 0.3%
Value ($000) $1,369 Shares 34,940 Est. Cost $11.99 Unrealized +120.5%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $1,367 Shares 24,217 Est. Cost $42.50 Unrealized +2.2%
SSTI SHOTSPOTTER INC COM 0.3%
Value ($000) $1,356 Shares 28,812 Est. Cost $22.31 Unrealized +71.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,349 Shares 8,070 Est. Cost $117.75 Unrealized +23.1%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $1,294 Shares 376 Est. Cost $103.12 Unrealized +61.2%
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,287 Shares 16,495 Est. Cost $67.50 Unrealized -5.0%
RBCAA REPUBLIC BANCORP INCORPORATED KY CLASS A 0.3%
Value ($000) $1,279 Shares 27,438 Est. Cost $47.06 Unrealized -2.9%
DEO DIAGEO ADR SPONSORED 0.3%
Value ($000) $1,263 Shares 6,675 Est. Cost $172.26 Unrealized
EMR EMERSON ELEC COMPANY 0.3%
Value ($000) $1,247 Shares 12,825 Est. Cost $57.52 Unrealized +48.6%
TGT TARGET CORP COM 0.3%
Value ($000) $1,244 Shares 4,962 Est. Cost $95.15 Unrealized +101.3%
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $1,224 Shares 2,824 Est. Cost $328.42 Unrealized
DCI DONALDSON INCORPORATED 0.3%
Value ($000) $1,213 Shares 18,554 Est. Cost $41.12 Unrealized +39.4%
LORDSTOWN MOTORS CORP COM CL A 0.3%
Value ($000) $1,211 Shares 137,731 Est. Cost $12.01 Unrealized
GPC GENUINE PARTS CO COM 0.3%
Value ($000) $1,200 Shares 9,410 Est. Cost $86.19 Unrealized +28.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.3%
Value ($000) $1,167 Shares 6,174 Est. Cost $84.82 Unrealized +84.6%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $1,134 Shares 23,496 Est. Cost $36.38 Unrealized +14.1%
LLY ELI LILLY AND COMPANY COM 0.2%
Value ($000) $1,110 Shares 4,834 Est. Cost $149.20 Unrealized +28.6%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,098 Shares 9,482 Est. Cost $72.74 Unrealized +30.3%
ABT ABBOTT LABORATORIES COM 0.2%
Value ($000) $1,083 Shares 9,223 Est. Cost $75.30 Unrealized +42.5%
MAXAR TECHNOLOGIES INC COM 0.2%
Value ($000) $1,058 Shares 32,244 Est. Cost $34.05 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.2%
Value ($000) $1,047 Shares 21,533 Est. Cost $56.04 Unrealized -1.6%
DGRO ISHARES TR CORE DIV GRWTH 0.2%
Value ($000) $1,046 Shares 20,518 Est. Cost $41.37 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $1,014 Shares 5,086 Est. Cost $111.93 Unrealized +25.4%
QQQ INVESCO QQQ 0.2%
Value ($000) $1,010 Shares 2,826 Est. Cost $261.34 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $1,002 Shares 16,682 Est. Cost $42.80 Unrealized +23.6%
ITRI ITRON INC COM 0.2%
Value ($000) $996 Shares 10,766 Est. Cost $78.72 Unrealized +17.9%
NFLX NETFLIX INC COM 0.2%
Value ($000) $996 Shares 1,880 Est. Cost $33.44 Unrealized +52.8%
CINF CINCINNATI FINANCIAL CORP COM 0.2%
Value ($000) $994 Shares 8,393 Est. Cost $93.08 Unrealized +10.4%
VFC V F CORP COM 0.2%
Value ($000) $989 Shares 12,750 Est. Cost $89.63 Unrealized -7.0%
APTIV PLC COM 0.2%
Value ($000) $957 Shares 6,303 Est. Cost $49.24 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $955 Shares 3,443 Est. Cost $211.91 Unrealized +4.4%
MSM MSC INDL DIRECT INCORPORATED CLASS A 0.2%
Value ($000) $950 Shares 10,895 Est. Cost $73.87 Unrealized +23.8%
ATLANTICA SUSTAINABLE 0.2%
Value ($000) $949 Shares 26,012 Est. Cost $36.48 Unrealized
CRON CRONOS GROUP INC COM 0.2%
Value ($000) $949 Shares 116,880 Est. Cost $9.07 Unrealized -8.8%
HDV ISHARES TR CORE HIGH DV ETF 0.2%
Value ($000) $948 Shares 9,826 Est. Cost $93.28 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $927 Shares 11,299 Est. Cost $57.32 Unrealized +23.0%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $924 Shares 3,328 Est. Cost $218.01 Unrealized +28.2%
PLD PROLOGIS INC 0.2%
Value ($000) $915 Shares 7,265 Est. Cost $102.35 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC COM 0.2%
Value ($000) $880 Shares 3,839 Est. Cost $143.91 Unrealized +33.5%
JPM JP MORGAN CHASE & CO COM 0.2%
Value ($000) $860 Shares 5,528 Est. Cost $103.80 Unrealized +34.6%
APOLLO GLOBAL MANAGEMENT INC COM CL A 0.2%
Value ($000) $853 Shares 15,109 Est. Cost $56.46 Unrealized
WMB WILLIAMS COMPANIES INC COM 0.2%
Value ($000) $834 Shares 33,637 Est. Cost $20.43 Unrealized 0.0%
BRIGHAM MINERALS INC CL A 0.2%
Value ($000) $829 Shares 44,738 Est. Cost $18.53 Unrealized
WORLD GOLD TRUST SPDR GLD MINIS ETF 0.2%
Value ($000) $827 Shares 46,224 Est. Cost $15.40 Unrealized
HORIZON THERAPEUTICS PUB L SHS 0.2%
Value ($000) $822 Shares 8,790 Est. Cost $34.99 Unrealized
BCSF BAIN CAP SPECIALTY FIN INCORPORATED COM STK 0.2%
Value ($000) $816 Shares 53,459 Est. Cost $8.22 Unrealized +13.0%
IVW ISHARES TR S&P 500 GRWT ETF 0.2%
Value ($000) $814 Shares 10,988 Est. Cost $90.96 Unrealized
FARM FARMER BROS CO COM 0.2%
Value ($000) $800 Shares 77,165 Est. Cost $9.31 Unrealized +17.2%
CXM SPRINKLR INC COM CL A 0.2%
Value ($000) $797 Shares 41,737 Est. Cost $20.92 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $796 Shares 21,794 Est. Cost $22.92 Unrealized +46.1%
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $793 Shares 14,793 Est. Cost $39.16 Unrealized +17.0%
VECTOR ACQUISITION CORP 0.2%
Value ($000) $772 Shares 72,068 Est. Cost $10.71 Unrealized
ARCC ARES CAPITAL CORP COM 0.2%
Value ($000) $765 Shares 38,366 Est. Cost $9.58 Unrealized +30.5%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $764 Shares 1,908 Est. Cost $290.35 Unrealized +27.1%
LOW LOWE'S COMPANIES INC COM 0.2%
Value ($000) $762 Shares 3,889 Est. Cost $104.24 Unrealized +72.2%
MCD MCDONALDS CORPORATION 0.2%
Value ($000) $761 Shares 3,261 Est. Cost $170.35 Unrealized +22.9%
KANSAS CITY SOUTHERN COM NEW 0.2%
Value ($000) $759 Shares 2,850 Est. Cost $211.35 Unrealized
NTR NUTRIEN LTD COM 0.2%
Value ($000) $758 Shares 13,176 Est. Cost $51.34 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.2%
Value ($000) $758 Shares 17,604 Est. Cost $42.23 Unrealized 0.0%
IAC IAC INTERACTIVECORP NEW COM NEW 0.2%
Value ($000) $758 Shares 5,658 Est. Cost $129.53 Unrealized 0.0%
BLACKROCK INC COM 0.2%
Value ($000) $744 Shares 850 Est. Cost $529.23 Unrealized
STARBOARD VALUE ACQUISITION CORP 0.2%
Value ($000) $743 Shares 74,484 Est. Cost $9.98 Unrealized
TMPOQ ACE CONVERGENCE ACQUISITION CO COM 0.2%
Value ($000) $742 Shares 75,156 Est. Cost $9.87 Unrealized
FUSION ACQUISITION CORP CL A 0.2%
Value ($000) $737 Shares 74,484 Est. Cost $9.89 Unrealized
CATCHMARK TIMBER TR INC CL A 0.2%
Value ($000) $735 Shares 63,864 Est. Cost $11.51 Unrealized
ALTITUDE ACQUISITION CORP CL A 0.2%
Value ($000) $733 Shares 74,844 Est. Cost $9.79 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $729 Shares 10,847 Est. Cost $45.82 Unrealized +17.6%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.2%
Value ($000) $721 Shares 7,280 Est. Cost $60.03 Unrealized +27.3%
HSY HERSHEY COMPANY 0.2%
Value ($000) $721 Shares 4,028 Est. Cost $127.63 Unrealized +18.0%
OMAB GRUPO AEROPORTUARIO DEL CENTRO 0.2%
Value ($000) $706 Shares 15,077 Est. Cost $46.83 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $706 Shares 2,870 Est. Cost $221.48 Unrealized +0.3%
BKNG BOOKING HOLDINGS INCORPORATED 0.2%
Value ($000) $699 Shares 326 Est. Cost $1748.87 Unrealized +31.3%
GOOGL ALPHABET INC COM CL A 0.1%
Value ($000) $698 Shares 286 Est. Cost $64.48 Unrealized +79.8%
GTBIF GREEN THUMB INDUSTRIES INC COM 0.1%
Value ($000) $696 Shares 21,105 Est. Cost $13.96 Unrealized +111.9%
EATON VANCE TX ADV GLBL DIV FD 0.1%
Value ($000) $693 Shares 33,276 Est. Cost $16.16 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.1%
Value ($000) $688 Shares 22,932 Est. Cost $30.00 Unrealized
INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT ETF 0.1%
Value ($000) $686 Shares 44,814 Est. Cost $10.55 Unrealized
LINDE PLC COM 0.1%
Value ($000) $684 Shares 2,363 Est. Cost $124.72 Unrealized
ERIC ERICSSON ADR B SEK 10 0.1%
Value ($000) $682 Shares 56,621 Est. Cost $9.48 Unrealized
T AT&T INC COM 0.1%
Value ($000) $681 Shares 23,953 Est. Cost $18.52 Unrealized -8.3%
KO COCA COLA COMPANY 0.1%
Value ($000) $678 Shares 12,094 Est. Cost $43.33 Unrealized +9.1%
GNW GENWORTH FINL INC COM CL A 0.1%
Value ($000) $672 Shares 203,061 Est. Cost $3.95 Unrealized +0.9%
TFC TRUIST FINANCIAL CORPORATION COM 0.1%
Value ($000) $667 Shares 12,040 Est. Cost $40.25 Unrealized +16.9%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $664 Shares 4,890 Est. Cost $120.17 Unrealized
EATON VANCE TAX-MANAGED DIVERS 0.1%
Value ($000) $663 Shares 46,420 Est. Cost $12.05 Unrealized
RPRX ROYALTY PHARMA PLC 0.1%
Value ($000) $660 Shares 16,560 Est. Cost $42.54 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $652 Shares 6,957 Est. Cost $41.39 Unrealized +95.3%
VIACOMCBS INCORPORATED CLASS B 0.1%
Value ($000) $643 Shares 15,961 Est. Cost $16.64 Unrealized
GOGL GOLDEN OCEAN GROUP LIMITED SHS NEW 0.1%
Value ($000) $643 Shares 65,000 Est. Cost $9.89 Unrealized
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A 0.1%
Value ($000) $641 Shares 3,539 Est. Cost $82.25 Unrealized +124.1%
V VISA INC COM CL A 0.1%
Value ($000) $639 Shares 2,615 Est. Cost $172.97 Unrealized +27.8%
VYX NCR CORPORATION NEW 0.1%
Value ($000) $632 Shares 7,559 Est. Cost $27.67 Unrealized 0.0%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $616 Shares 1,594 Est. Cost $51.69 Unrealized +64.3%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $614 Shares 6,043 Est. Cost $71.72 Unrealized +17.0%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $614 Shares 2,096 Est. Cost $166.41 Unrealized +49.7%
UPS UNITED PARCEL SERVICE INC COM CL B 0.1%
Value ($000) $608 Shares 2,890 Est. Cost $84.89 Unrealized +93.4%
GRWG GROWGENERATION CORP COM 0.1%
Value ($000) $598 Shares 12,425 Est. Cost $3.17 Unrealized +1283.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $597 Shares 3,563 Est. Cost $169.16 Unrealized
SILVERCREST METALS INC COM 0.1%
Value ($000) $596 Shares 83,052 Est. Cost $7.18 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $582 Shares 2,351 Est. Cost $182.69 Unrealized +16.3%
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $580 Shares 8,608 Est. Cost $54.60 Unrealized +16.6%
LABORATORY CORP AMER HLDGS COM 0.1%
Value ($000) $574 Shares 2,078 Est. Cost $169.06 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $557 Shares 2,128 Est. Cost $163.61 Unrealized +53.0%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $544 Shares 2,530 Est. Cost $146.64 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $536 Shares 1,950 Est. Cost $214.40 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $534 Shares 13,570 Est. Cost $24.63 Unrealized +16.3%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $512 Shares 4,806 Est. Cost $81.18 Unrealized
FIS FIDELITY NATIONAL INFORMATION COM 0.1%
Value ($000) $509 Shares 3,446 Est. Cost $118.68 Unrealized +12.4%
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 0.1%
Value ($000) $502 Shares 12,482 Est. Cost $31.76 Unrealized
AEE AMEREN CORPORATION 0.1%
Value ($000) $494 Shares 5,806 Est. Cost $72.96 Unrealized 0.0%
GABELLI HLTHCARE & WELLNESS TR SHS 0.1%
Value ($000) $494 Shares 37,091 Est. Cost $11.80 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $487 Shares 4,591 Est. Cost $59.81 Unrealized
BAC BANK OF AMERICA CORPORATION COM 0.1%
Value ($000) $484 Shares 11,734 Est. Cost $27.79 Unrealized +31.6%
FIRST TR MLP & ENERGY INCOM FD 0.1%
Value ($000) $483 Shares 63,113 Est. Cost $6.08 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $476 Shares 14,375 Est. Cost $26.09 Unrealized
EATON VANCE RISK-MANAGED DIVER 0.1%
Value ($000) $467 Shares 40,007 Est. Cost $10.09 Unrealized
VFF VILLAGE FARMS INTE COM 0.1%
Value ($000) $460 Shares 43,005 Est. Cost $7.01 Unrealized +50.1%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $459 Shares 5,399 Est. Cost $46.80 Unrealized +76.0%
VISN COMMSCOPE HLDG COMPANY INCORPORATED 0.1%
Value ($000) $457 Shares 21,682 Est. Cost $14.61 Unrealized +27.5%
AMAT APPLIED MATERIALS INC COM 0.1%
Value ($000) $451 Shares 3,405 Est. Cost $58.88 Unrealized +118.8%
ACN ACCENTURE PLC COM 0.1%
Value ($000) $451 Shares 1,450 Est. Cost $241.32 Unrealized +11.1%
HD HOME DEPOT INC COM 0.1%
Value ($000) $450 Shares 1,412 Est. Cost $194.84 Unrealized +45.7%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $446 Shares 6,012 Est. Cost $64.54 Unrealized
AOR ISHARES TR GRWT ALLOCAT ETF 0.1%
Value ($000) $442 Shares 7,920 Est. Cost $53.98 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $436 Shares 3,500 Est. Cost $86.86 Unrealized
EATON VANCE ENHANCED EQUITY IN 0.1%
Value ($000) $434 Shares 18,528 Est. Cost $21.21 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $426 Shares 1,524 Est. Cost $225.24 Unrealized -0.7%
MORGAN STANLEY EMERGING MKTS 0.1%
Value ($000) $415 Shares 68,184 Est. Cost $6.28 Unrealized
DRSK APTUS DEFINED RISK ETF 0.1%
Value ($000) $406 Shares 13,650 Est. Cost $28.25 Unrealized
BAX BAXTER INTERNATIONAL INC COM 0.1%
Value ($000) $393 Shares 4,836 Est. Cost $69.60 Unrealized +8.7%
CSX CSX CORP COM 0.1%
Value ($000) $390 Shares 12,219 Est. Cost $27.65 Unrealized +12.0%
SSYS STRATASYS LTD COM 0.1%
Value ($000) $385 Shares 14,880 Est. Cost $31.46 Unrealized -27.6%
ZG ZILLOW GROUP INC COM CL A 0.1%
Value ($000) $382 Shares 3,120 Est. Cost $52.12 Unrealized +137.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $380 Shares 3,684 Est. Cost $78.45 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $374 Shares 2,370 Est. Cost $155.10 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $367 Shares 2,668 Est. Cost $90.97 Unrealized
REET ISHARES TR GLOBAL REIT ETF 0.1%
Value ($000) $364 Shares 12,754 Est. Cost $23.65 Unrealized
VEA VANGUARD FTSE DEV MKT ETF 0.1%
Value ($000) $359 Shares 7,027 Est. Cost $40.26 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $358 Shares 2,544 Est. Cost $37.70 Unrealized +16.2%
FOOT LOCKER INC COM 0.1%
Value ($000) $358 Shares 6,338 Est. Cost $39.58 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $346 Shares 914 Est. Cost $175.95 Unrealized +81.5%
ARCT ARCTURUS THERAPEUTICS HLDG INC COM 0.1%
Value ($000) $346 Shares 12,325 Est. Cost $48.22 Unrealized -29.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $343 Shares 1,672 Est. Cost $126.90 Unrealized +38.9%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.1%
Value ($000) $342 Shares 11,720 Est. Cost $25.63 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $342 Shares 7,000 Est. Cost $31.14 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $341 Shares 5,500 Est. Cost $37.82 Unrealized
IRMD IRADIMED CORPORATION 0.1%
Value ($000) $337 Shares 10,000 Est. Cost $25.19 Unrealized 0.0%
AFG AMERICAN FINANCIAL GROUP INC COM 0.1%
Value ($000) $336 Shares 2,686 Est. Cost $48.83 Unrealized +57.4%
CRM SALESFORCE COM INCORPORATED 0.1%
Value ($000) $335 Shares 1,396 Est. Cost $186.78 Unrealized +21.9%
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $331 Shares 812 Est. Cost $279.18 Unrealized +28.6%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $330 Shares 4,317 Est. Cost $17.75 Unrealized +72.3%
TER TERADYNE INC COM 0.1%
Value ($000) $330 Shares 2,492 Est. Cost $65.50 Unrealized +91.7%
UNP UNION PAC CORPORATION 0.1%
Value ($000) $329 Shares 1,501 Est. Cost $148.90 Unrealized +34.6%
VIRGIN GALACTIC HLDGS INC COM 0.1%
Value ($000) $326 Shares 10,790 Est. Cost $30.55 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $325 Shares 2,110 Est. Cost $134.81 Unrealized +4.8%
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.1%
Value ($000) $324 Shares 4,290 Est. Cost $69.37 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $323 Shares 686 Est. Cost $41.73 Unrealized +0.8%
SA SEABRIDGE GOLD INC COM 0.1%
Value ($000) $323 Shares 18,425 Est. Cost $14.92 Unrealized +21.1%
NVS NOVARTIS AG ADR SPONSORED 0.1%
Value ($000) $321 Shares 3,503 Est. Cost $87.93 Unrealized
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $318 Shares 3,393 Est. Cost $92.42 Unrealized
VEONEER INC COM 0.1%
Value ($000) $315 Shares 14,824 Est. Cost $15.55 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.1%
Value ($000) $315 Shares 2,242 Est. Cost $99.25 Unrealized +14.3%
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $314 Shares 5,069 Est. Cost $25.67 Unrealized +112.3%
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.1%
Value ($000) $311 Shares 2,765 Est. Cost $111.47 Unrealized
GOOG ALPHABET INC COM CL C 0.1%
Value ($000) $306 Shares 122 Est. Cost $65.92 Unrealized +79.5%
BIDU BAIDU INC ADR 0.1%
Value ($000) $303 Shares 1,490 Est. Cost $148.40 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $303 Shares 2,563 Est. Cost $75.26 Unrealized +43.9%
NEM NEWMONT CORPORATION 0.1%
Value ($000) $302 Shares 4,865 Est. Cost $53.01 Unrealized +9.3%
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.1%
Value ($000) $299 Shares 5,641 Est. Cost $37.76 Unrealized
NOK NOKIA CORPORATION SPONSORED ADR 0.1%
Value ($000) $298 Shares 53,417 Est. Cost $4.43 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $292 Shares 4,000 Est. Cost $92.41 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.1%
Value ($000) $290 Shares 1,114 Est. Cost $260.32 Unrealized
FREYEUR FREYR BATTERY 0.1%
Value ($000) $289 Shares 34,917 Est. Cost $8.28 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $287 Shares 760 Est. Cost $338.54 Unrealized 0.0%
FIRST TRUST CHINDIA ETF 0.1%
Value ($000) $287 Shares 5,024 Est. Cost $43.99 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $285 Shares 4,683 Est. Cost $26.85 Unrealized +90.2%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $284 Shares 4,445 Est. Cost $44.56 Unrealized +22.6%
KR KROGER CO COM 0.1%
Value ($000) $279 Shares 7,168 Est. Cost $34.11 Unrealized 0.0%
SJM SMUCKER (JM) CO COM 0.1%
Value ($000) $277 Shares 2,111 Est. Cost $89.12 Unrealized +27.8%
PLTR PALANTIR TECH INC COM CL A 0.1%
Value ($000) $276 Shares 10,595 Est. Cost $23.13 Unrealized 0.0%
W WAYFAIR INC COM CL A 0.1%
Value ($000) $273 Shares 865 Est. Cost $295.08 Unrealized +6.2%
AMBA AMBARELLA INCORPORATED SHS 0.1%
Value ($000) $272 Shares 2,970 Est. Cost $51.39 Unrealized +92.7%
PINS PINTEREST INC COM CL A 0.1%
Value ($000) $271 Shares 3,545 Est. Cost $69.72 Unrealized 0.0%
UPGD INVESCO RAYMOND JAMES SB-1 EQUITY ETF 0.1%
Value ($000) $271 Shares 4,625 Est. Cost $39.46 Unrealized
ALUS ALUSSA ENERGY ACQUISITION CORP 0.1%
Value ($000) $269 Shares 32,500 Est. Cost $8.28 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.1%
Value ($000) $268 Shares 5,806 Est. Cost $42.36 Unrealized
NWL NEWELL BRANDS INC COM 0.1%
Value ($000) $268 Shares 9,900 Est. Cost $13.14 Unrealized +70.7%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.1%
Value ($000) $267 Shares 965 Est. Cost $192.20 Unrealized +31.0%
MS MORGAN STANLEY COM 0.1%
Value ($000) $263 Shares 2,881 Est. Cost $49.29 Unrealized +49.5%
STABLE ROAD ACQUISITION CORP COM CL A 0.1%
Value ($000) $261 Shares 18,665 Est. Cost $13.66 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $258 Shares 1,881 Est. Cost $123.49 Unrealized -9.0%
KIRKLAND LAKE GOLD COM 0.1%
Value ($000) $252 Shares 6,535 Est. Cost $38.56 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $252 Shares 4,008 Est. Cost $44.22 Unrealized +21.6%
SF STIFEL FINL CORPORATION 0.1%
Value ($000) $250 Shares 3,901 Est. Cost $31.76 Unrealized +94.9%
ROYCE VALUE TR INCORPORATED 0.1%
Value ($000) $248 Shares 13,937 Est. Cost $16.28 Unrealized
COLUMBIA SELIGM PREM TECH GRW 0.1%
Value ($000) $246 Shares 7,425 Est. Cost $26.89 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $246 Shares 5,011 Est. Cost $36.44 Unrealized +15.2%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $245 Shares 3,160 Est. Cost $68.04 Unrealized
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value ($000) $244 Shares 4,873 Est. Cost $25.57 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $239 Shares 3,669 Est. Cost $40.57 Unrealized +62.7%
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.1%
Value ($000) $238 Shares 2,304 Est. Cost $94.18 Unrealized
SPOT SPOTIFY TECHNOLOGY S.A. COM 0.1%
Value ($000) $237 Shares 861 Est. Cost $171.44 Unrealized +48.0%
MDT MEDTRONIC PLC COM 0.1%
Value ($000) $235 Shares 1,876 Est. Cost $95.08 Unrealized +15.2%
STIP ISHARES TR 0-5 YR TIPS ETF 0.1%
Value ($000) $234 Shares 2,196 Est. Cost $106.56 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $232 Shares 1,399 Est. Cost $165.83 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $229 Shares 4,319 Est. Cost $42.39 Unrealized
PRLB PROTO LABS INC COM 0.0%
Value ($000) $226 Shares 2,462 Est. Cost $98.50 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC COM CL A 0.0%
Value ($000) $224 Shares 995 Est. Cost $180.83 Unrealized +20.2%
AXTI AXT INC COM 0.0%
Value ($000) $222 Shares 20,250 Est. Cost $6.03 Unrealized +76.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $222 Shares 3,232 Est. Cost $52.22 Unrealized +7.0%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $221 Shares 2,000 Est. Cost $82.81 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $220 Shares 1,932 Est. Cost $117.93 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG COM 0.0%
Value ($000) $217 Shares 1,340 Est. Cost $121.62 Unrealized 0.0%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $217 Shares 8,980 Est. Cost $24.16 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $216 Shares 426 Est. Cost $462.59 Unrealized +0.7%
WFC WELLS FARGO & COMPANY COM 0.0%
Value ($000) $212 Shares 4,660 Est. Cost $24.55 Unrealized +62.9%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 0.0%
Value ($000) $212 Shares 1,378 Est. Cost $148.04 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $208 Shares 3,876 Est. Cost $43.03 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $208 Shares 600 Est. Cost $346.67 Unrealized
SNAP SNAP INC COM CL A 0.0%
Value ($000) $203 Shares 2,975 Est. Cost $60.02 Unrealized 0.0%
XYZ SQUARE INC COM CL A 0.0%
Value ($000) $203 Shares 831 Est. Cost $231.94 Unrealized 0.0%
HILL-ROM HLDGS INCORPORATED 0.0%
Value ($000) $202 Shares 1,761 Est. Cost $114.71 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $200 Shares 2,361 Est. Cost $71.71 Unrealized 0.0%
ICSH ISHARES TR BLACKROCK ULTRA 0.0%
Value ($000) $200 Shares 3,960 Est. Cost $50.51 Unrealized
ORGANIGRAM HLDGS INCORPORATED 0.0%
Value ($000) $182 Shares 64,200 Est. Cost $2.57 Unrealized
KUSHCO HOLDINGS INC COM 0.0%
Value ($000) $181 Shares 160,050 Est. Cost $1.10 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $160 Shares 10,381 Est. Cost $15.47 Unrealized
GENESIS PARK ACQUISITION CORP 0.0%
Value ($000) $154 Shares 15,239 Est. Cost $10.11 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $150 Shares 11,560 Est. Cost $9.00 Unrealized 0.0%
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $148 Shares 23,000 Est. Cost $6.32 Unrealized
BTE BAYTEX ENERGY CORP COM 0.0%
Value ($000) $122 Shares 73,500 Est. Cost $1.37 Unrealized 0.0%
HRSHF HAIER SMART HOME COMPANY LIMITED BEARER 06690 SHS 0.0%
Value ($000) $118 Shares 32,201 Est. Cost $4.10 Unrealized -14.7%
BGC PARTNERS INCORPORATED CLASS A 0.0%
Value ($000) $118 Shares 21,900 Est. Cost $4.17 Unrealized
GNRSQ GREENROSE ACQUISITION CORP COM 0.0%
Value ($000) $117 Shares 11,732 Est. Cost $10.32 Unrealized -3.2%
KATAPULT HOLDINGS INCORPORATED 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $9.00 Unrealized
CAPTOR CAPITAL CORP COM 0.0%
Value ($000) $85 Shares 66,972 Est. Cost $1.05 Unrealized
SENSEONICS HOLDINGS INC COM 0.0%
Value ($000) $83 Shares 21,700 Est. Cost $3.29 Unrealized
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $80 Shares 22,788 Est. Cost $3.10 Unrealized +26.6%
BRAXF BRAXIA SCIENTIFIC CORP COM 0.0%
Value ($000) $58 Shares 233,250 Est. Cost $0.34 Unrealized 0.0%
NVNXF NOVONIX LIMITED COM 0.0%
Value ($000) $51 Shares 30,000 Est. Cost $1.22 Unrealized +41.8%
QCAAF QUINSAM CAPITAL CORP COM 0.0%
Value ($000) $31 Shares 218,500 Est. Cost $0.12 Unrealized +12.1%
SHMP NATURALSHRIMP INC COM 0.0%
Value ($000) $19 Shares 44,200 Est. Cost $0.23 Unrealized +127.9%
FNMA FED NATIONAL MTG ASSN COM 0.0%
Value ($000) $15 Shares 11,000 Est. Cost $2.69 Unrealized -19.8%
ROCKSHIELD CAP CORPORATION 0.0%
Value ($000) $9 Shares 20,000 Est. Cost $0.45 Unrealized
PBTDF PLOVER BAY TECHNOLOGIES COM 0.0%
Value ($000) $4 Shares 16,000 Est. Cost $0.19 Unrealized
CBWTF AUXLY CANNABIS GROUP INC COM 0.0%
Value ($000) $4 Shares 20,800 Est. Cost $0.51 Unrealized -45.3%
ION ENERGY LIMITED 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.40 Unrealized
HMGN HEMAGEN DIAGNOSTICS INCORPORATED 0.0%
Value ($000) $1 Shares 51,500 Est. Cost $0.03 Unrealized +16.5%
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 +804.5%
AMACORE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized