Verity Asset Management, Inc. Diversified Active

CIK: 0001597298 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 23, 2022

Total Value ($000): $157,363 (100.0% shares, 0.0% debt)

Holdings (206)

VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 8.1%
Value ($000) $12,709 Shares 30,611 Est. Cost $357.56 Unrealized
VTI VANGUARD TOTAL STOCK MARKET VIPERS 2.4%
Value ($000) $3,782 Shares 16,604 Est. Cost $171.73 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $3,512 Shares 11,368 Est. Cost $178.97 Unrealized +62.8%
AAPL APPLE INC 2.0%
Value ($000) $3,204 Shares 18,125 Est. Cost $111.10 Unrealized +48.4%
VXUS VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 1.8%
Value ($000) $2,831 Shares 47,388 Est. Cost $55.12 Unrealized
VBR VANGUARD SMALL-CAP VALUE VIPERS 1.7%
Value ($000) $2,705 Shares 15,373 Est. Cost $175.96 Unrealized
GLD SPDR GOLD TR GOLD SHS 1.6%
Value ($000) $2,519 Shares 13,941 Est. Cost $180.69 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 1.5%
Value ($000) $2,334 Shares 5,167 Est. Cost $393.53 Unrealized
WMT WALMART, INC. 1.5%
Value ($000) $2,282 Shares 15,314 Est. Cost $32.67 Unrealized +36.5%
IBM INTERNATIONAL BUSINESS MACHINES CORP 1.4%
Value ($000) $2,261 Shares 17,384 Est. Cost $102.68 Unrealized +9.2%
IVV ISHARES CORE S&P 500 ETF 1.4%
Value ($000) $2,150 Shares 4,738 Est. Cost $247.23 Unrealized
SWEDISH EXPT CR CORP ELEMENTS LKD TO ROGERS INTL COMMODITY INDEX AGRI TOTAL RETURN 1.4%
Value ($000) $2,126 Shares 210,003 Est. Cost $6.07 Unrealized
VTV VANGUARD VALUE VIPERS 1.3%
Value ($000) $2,098 Shares 14,193 Est. Cost $147.82 Unrealized
CMC COMMERCIAL METALS CO 1.3%
Value ($000) $2,074 Shares 49,813 Est. Cost $18.06 Unrealized +97.1%
SPLV INVESCO S&P 500 LOW VOLATILTIY ETF 1.3%
Value ($000) $2,069 Shares 30,832 Est. Cost $62.94 Unrealized
CHARLES SCHWAB CORP 1.1%
Value ($000) $1,780 Shares 70,292 Est. Cost $25.97 Unrealized
IAU ISHARES GOLD TRUST 1.1%
Value ($000) $1,736 Shares 47,128 Est. Cost $34.26 Unrealized
VUG VANGUARD GROWTH VIPERS 1.1%
Value ($000) $1,701 Shares 5,912 Est. Cost $287.72 Unrealized
VBK VANGUARD SMALL-CAP GROWTH VIPERS 1.1%
Value ($000) $1,671 Shares 6,733 Est. Cost $248.18 Unrealized
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $1,571 Shares 13,581 Est. Cost $100.90 Unrealized +31.6%
PHO INVESCO WATER RESOURCES ETF 1.0%
Value ($000) $1,508 Shares 28,441 Est. Cost $32.57 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.9%
Value ($000) $1,435 Shares 28,401 Est. Cost $50.81 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $1,396 Shares 8,848 Est. Cost $121.39 Unrealized
MOS MOSAIC CO NEW COM 0.8%
Value ($000) $1,325 Shares 19,916 Est. Cost $19.28 Unrealized +135.8%
IWM ISHARES TR RUSSELL 2000 ETF 0.8%
Value ($000) $1,290 Shares 6,282 Est. Cost $186.26 Unrealized
PM PHILIP MORRIS INTL INC COM 0.8%
Value ($000) $1,282 Shares 13,628 Est. Cost $61.04 Unrealized +35.6%
NVDA NVIDIA CORP 0.8%
Value ($000) $1,279 Shares 4,688 Est. Cost $18.06 Unrealized +38.6%
PFE PFIZER INC 0.8%
Value ($000) $1,269 Shares 24,457 Est. Cost $27.89 Unrealized +52.3%
XBI SPDR SER TR S&P BIOTECH ETF 0.8%
Value ($000) $1,263 Shares 14,052 Est. Cost $94.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $1,251 Shares 2,831 Est. Cost $303.19 Unrealized +20.4%
HALO HALOZYME THERAPEUTICS, INC 0.8%
Value ($000) $1,249 Shares 31,296 Est. Cost $28.00 Unrealized +27.2%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $1,197 Shares 10,942 Est. Cost $121.82 Unrealized -2.0%
AMZN AMAZON.COM, INC 0.8%
Value ($000) $1,186 Shares 362 Est. Cost $117.06 Unrealized +32.0%
II-VI INCORPORATED 0.7%
Value ($000) $1,146 Shares 15,801 Est. Cost $37.85 Unrealized
RGLD ROYAL GOLD, INC. 0.7%
Value ($000) $1,129 Shares 7,991 Est. Cost $100.16 Unrealized +16.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.7%
Value ($000) $1,106 Shares 8,296 Est. Cost $105.73 Unrealized +18.3%
IUSB ISHARES COR TOTAL USD BOND MARKET THE ETF 0.7%
Value ($000) $1,106 Shares 22,265 Est. Cost $51.82 Unrealized
PFF ISHARES TR S&P US PFD STOCK INDEX FUND 0.7%
Value ($000) $1,105 Shares 30,322 Est. Cost $34.70 Unrealized
ATEN A10 NETWORKS INC 0.7%
Value ($000) $1,095 Shares 78,427 Est. Cost $10.14 Unrealized +30.3%
TBT PROSHARES TR ULTRASHORT 20 YR TREAS NEW 0.7%
Value ($000) $1,076 Shares 52,535 Est. Cost $30.13 Unrealized
QQQ INVESCO QQQ TRUST 0.7%
Value ($000) $1,073 Shares 2,958 Est. Cost $226.77 Unrealized
TSN TYSON FOODS INC 0.7%
Value ($000) $1,053 Shares 11,738 Est. Cost $58.54 Unrealized +37.3%
HEI HEICO CORPORATION 0.7%
Value ($000) $1,046 Shares 6,809 Est. Cost $83.72 Unrealized +73.4%
WOR WORTHINGTON INDUSTRIES INC 0.6%
Value ($000) $1,008 Shares 19,600 Est. Cost $35.85 Unrealized -3.7%
SPIRIT AEROSYSTEMS HLDGS INC CL A 0.6%
Value ($000) $993 Shares 20,295 Est. Cost $22.73 Unrealized
SLV ISHARES SILVER TRUST 0.6%
Value ($000) $956 Shares 41,757 Est. Cost $23.09 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD INDEX FD ETF 0.6%
Value ($000) $952 Shares 18,463 Est. Cost $53.15 Unrealized
ILF ISHARES LATIN AMERICA 40ETF IV 0.6%
Value ($000) $943 Shares 30,866 Est. Cost $30.55 Unrealized
CTRA COTERRA ENERGY INC 0.6%
Value ($000) $943 Shares 34,952 Est. Cost $16.05 Unrealized +19.9%
KO COCA-COLA CO 0.6%
Value ($000) $916 Shares 14,748 Est. Cost $40.58 Unrealized +33.2%
TAN INVESCO SOLAR ETF 0.6%
Value ($000) $913 Shares 12,086 Est. Cost $39.86 Unrealized
MDC HOLDINGS INC 0.6%
Value ($000) $874 Shares 23,091 Est. Cost $40.77 Unrealized
EMR EMERSON ELEC. CO. 0.5%
Value ($000) $860 Shares 8,759 Est. Cost $60.64 Unrealized +44.2%
SKECHERS U.S.A. INC 0.5%
Value ($000) $850 Shares 20,837 Est. Cost $34.76 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $831 Shares 5,091 Est. Cost $76.91 Unrealized +59.6%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $830 Shares 16,283 Est. Cost $38.87 Unrealized +6.8%
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD 0.5%
Value ($000) $829 Shares 15,791 Est. Cost $57.70 Unrealized
GDX VANECK GOLD MINERS ETF 0.5%
Value ($000) $818 Shares 21,314 Est. Cost $30.24 Unrealized
TXN TEXAS INSTRUMENTS INC. 0.5%
Value ($000) $804 Shares 4,369 Est. Cost $96.91 Unrealized +62.3%
AFL AFLAC INC. 0.5%
Value ($000) $792 Shares 12,291 Est. Cost $49.63 Unrealized +15.4%
ABT ABBOTT LABS 0.5%
Value ($000) $786 Shares 6,638 Est. Cost $63.90 Unrealized +80.5%
SEAGEN INC 0.5%
Value ($000) $780 Shares 5,413 Est. Cost $164.29 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $779 Shares 6,615 Est. Cost $91.41 Unrealized +22.7%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $775 Shares 9,434 Est. Cost $66.16 Unrealized +5.6%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.5%
Value ($000) $770 Shares 2,219 Est. Cost $204.25 Unrealized
AMGN AMGEN COMMON 0.5%
Value ($000) $767 Shares 3,158 Est. Cost $155.14 Unrealized +31.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $744 Shares 4,191 Est. Cost $137.66 Unrealized +10.3%
DUK DUKE ENERGY CORP NEW COM 0.5%
Value ($000) $738 Shares 6,601 Est. Cost $72.55 Unrealized +22.9%
INTC INTEL CORP 0.5%
Value ($000) $713 Shares 14,381 Est. Cost $49.68 Unrealized -7.0%
DIS DISNEY (WALT) CO 0.4%
Value ($000) $698 Shares 5,088 Est. Cost $143.49 Unrealized -1.6%
SO SOUTHERN CO 0.4%
Value ($000) $696 Shares 9,592 Est. Cost $46.96 Unrealized +25.0%
V VISA INC COM CL A 0.4%
Value ($000) $677 Shares 3,035 Est. Cost $166.62 Unrealized +26.1%
GILD GILEAD SCIENCE INC. 0.4%
Value ($000) $673 Shares 11,316 Est. Cost $56.00 Unrealized -1.5%
MMM 3M CO COM 0.4%
Value ($000) $660 Shares 4,432 Est. Cost $113.45 Unrealized +1.0%
GIII G III APPAREL GROUP LTD 0.4%
Value ($000) $658 Shares 24,293 Est. Cost $23.41 Unrealized +15.8%
SBUX STARBUCKS CORPORATION 0.4%
Value ($000) $657 Shares 7,214 Est. Cost $87.18 Unrealized -1.4%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $656 Shares 2,715 Est. Cost $137.20 Unrealized +49.3%
UBSI UNITED BANKSHARES INC 0.4%
Value ($000) $641 Shares 18,351 Est. Cost $28.06 Unrealized +29.4%
ELV ANTHEM INC COM STK 0.4%
Value ($000) $632 Shares 1,276 Est. Cost $352.79 Unrealized +22.6%
TROW T. ROWE PRICE GROUP, INC. 0.4%
Value ($000) $615 Shares 4,062 Est. Cost $95.86 Unrealized +34.6%
XLY SELECT SECTOR SPDR TR CONSUMER 0.4%
Value ($000) $590 Shares 3,185 Est. Cost $187.93 Unrealized
WLY JOHN WILEY & SONS INC CL-A 0.4%
Value ($000) $590 Shares 11,118 Est. Cost $46.31 Unrealized -1.6%
KELLOGG CO 0.4%
Value ($000) $583 Shares 9,029 Est. Cost $50.42 Unrealized +4.2%
UNP UNION PACIFIC CORP. 0.4%
Value ($000) $579 Shares 2,113 Est. Cost $144.11 Unrealized +60.0%
EPI WISDOMTREE TR INDIA EARNINGS FD 0.4%
Value ($000) $574 Shares 15,919 Est. Cost $28.10 Unrealized
BLACKROCK INC 0.4%
Value ($000) $570 Shares 745 Est. Cost $697.92 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.4%
Value ($000) $569 Shares 5,270 Est. Cost $89.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $563 Shares 1,583 Est. Cost $227.09 Unrealized +42.4%
OMC OMNICOM GROUP INC COM 0.4%
Value ($000) $563 Shares 6,629 Est. Cost $57.30 Unrealized +22.5%
NXST NEXSTAR MEDIA GROUP INC 0.4%
Value ($000) $562 Shares 2,978 Est. Cost $90.69 Unrealized +66.6%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.4%
Value ($000) $551 Shares 21,328 Est. Cost $16.97 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $544 Shares 3,235 Est. Cost $104.68 Unrealized +41.8%
ROP ROPER TECHNOLGIES INC COM 0.3%
Value ($000) $538 Shares 1,137 Est. Cost $381.48 Unrealized +15.1%
XLV SELECT SECTOR SPDR FD HEALTH CARE 0.3%
Value ($000) $538 Shares 3,923 Est. Cost $137.14 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CO ETF 0.3%
Value ($000) $535 Shares 4,420 Est. Cost $123.12 Unrealized
MA MASTERCARD INCORPORATED CLASS A COMMON 0.3%
Value ($000) $533 Shares 1,491 Est. Cost $338.56 Unrealized +3.9%
ORCL ORACLE CORP 0.3%
Value ($000) $531 Shares 6,401 Est. Cost $51.19 Unrealized +50.4%
CVS CVS HEALTH CORP 0.3%
Value ($000) $529 Shares 5,198 Est. Cost $58.07 Unrealized +58.4%
BCC BOISE CASCADE CO DEL 0.3%
Value ($000) $520 Shares 7,473 Est. Cost $48.04 Unrealized +28.8%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $508 Shares 4,573 Est. Cost $93.67 Unrealized 0.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $491 Shares 1,982 Est. Cost $178.38 Unrealized +27.7%
CMCSA COMCAST CORP CL A 0.3%
Value ($000) $485 Shares 10,350 Est. Cost $39.31 Unrealized +9.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $466 Shares 6,257 Est. Cost $74.48 Unrealized
BMY BRISTOL MYERS SQUIBB CORPORATION 0.3%
Value ($000) $464 Shares 6,352 Est. Cost $56.83 Unrealized 0.0%
MATX MATSON INC COM 0.3%
Value ($000) $463 Shares 3,835 Est. Cost $69.79 Unrealized +36.8%
SLGN SILGAN HOLDINGS INC 0.3%
Value ($000) $454 Shares 9,806 Est. Cost $41.46 Unrealized +4.5%
EDV VANGUARD EXTENDED DURATION ETF 0.3%
Value ($000) $452 Shares 3,713 Est. Cost $121.73 Unrealized
TLT ISHARES TR BARCLAYS 20 YR TREAS BD ETF 0.3%
Value ($000) $451 Shares 3,409 Est. Cost $132.30 Unrealized
ETD ETHAN ALLEN INTERIORS INC. 0.3%
Value ($000) $449 Shares 17,215 Est. Cost $18.33 Unrealized +7.2%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $447 Shares 5,163 Est. Cost $67.29 Unrealized +8.2%
NUS NU SKIN ASIA PACIFIC INC CL A 0.3%
Value ($000) $444 Shares 9,270 Est. Cost $38.62 Unrealized +11.3%
AMAT APPLIED MATERIALS 0.3%
Value ($000) $442 Shares 3,346 Est. Cost $79.80 Unrealized +66.5%
BIGGQ BIG LOTS INC 0.3%
Value ($000) $442 Shares 12,759 Est. Cost $49.34 Unrealized -25.9%
MSM MSC INDL DIRECT INC CL A 0.3%
Value ($000) $441 Shares 5,173 Est. Cost $72.77 Unrealized +11.3%
MRTN MARTEN TRANSPORT, LTD. 0.3%
Value ($000) $438 Shares 24,608 Est. Cost $15.22 Unrealized +8.8%
EMN EASTMAN CHEMICAL COMPANY 0.3%
Value ($000) $437 Shares 3,891 Est. Cost $55.16 Unrealized +83.0%
BARCLAYS BANK PLC IPATH B S&P500 VIX STF ETN 0.3%
Value ($000) $428 Shares 16,631 Est. Cost $29.38 Unrealized
SHY ISHARES TR BARCLAYS 1-3 TREAS BD ETF 0.3%
Value ($000) $425 Shares 5,095 Est. Cost $83.42 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS L.P. LIMITED PARTNERSHIP UNITS 0.3%
Value ($000) $424 Shares 6,392 Est. Cost $52.00 Unrealized
THE NECESSITY RETAIL REIT WHERE AMERICA SHOPS 0.3%
Value ($000) $424 Shares 16,306 Est. Cost $27.20 Unrealized
AVT AVNET INC 0.3%
Value ($000) $420 Shares 10,335 Est. Cost $34.68 Unrealized +7.5%
LAM RESEARCH CORP 0.3%
Value ($000) $419 Shares 778 Est. Cost $652.16 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.3%
Value ($000) $403 Shares 8,783 Est. Cost $45.88 Unrealized
VGSH VANGUARD SHORT TERM GOVT BOND ETF 0.3%
Value ($000) $401 Shares 6,754 Est. Cost $61.62 Unrealized
NKE NIKE INC CLASS B 0.3%
Value ($000) $395 Shares 2,920 Est. Cost $104.95 Unrealized +25.7%
HILLENBRAND INC COM 0.3%
Value ($000) $394 Shares 8,920 Est. Cost $45.86 Unrealized
CAT CATERPILLAR INC. 0.2%
Value ($000) $389 Shares 1,739 Est. Cost $150.27 Unrealized +30.1%
JPM J P MORGAN CHASE & CO COM 0.2%
Value ($000) $389 Shares 2,844 Est. Cost $131.19 Unrealized +1.9%
BGS B&G FOODS INC CL A 0.2%
Value ($000) $383 Shares 14,169 Est. Cost $19.88 Unrealized +2.3%
WALGREEN BOOTS ALLIANCE INC COM 0.2%
Value ($000) $383 Shares 8,542 Est. Cost $48.42 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.2%
Value ($000) $379 Shares 15,886 Est. Cost $29.76 Unrealized -13.5%
D DOMINION ENERGY INC 0.2%
Value ($000) $377 Shares 4,434 Est. Cost $63.95 Unrealized +4.6%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $377 Shares 4,443 Est. Cost $72.40 Unrealized -0.5%
IFF INTL FLAVORS & FRAGRANCES 0.2%
Value ($000) $366 Shares 2,783 Est. Cost $116.87 Unrealized +1.7%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.2%
Value ($000) $366 Shares 23,793 Est. Cost $13.36 Unrealized
HON HONEYWELL INTL 0.2%
Value ($000) $365 Shares 1,871 Est. Cost $149.38 Unrealized +14.0%
BK BANK OF NEW YORK MELLON CORP COM 0.2%
Value ($000) $358 Shares 7,205 Est. Cost $45.96 Unrealized +10.4%
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT REPSTG LTD PARTNER INT 0.2%
Value ($000) $357 Shares 7,273 Est. Cost $38.80 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $357 Shares 2,607 Est. Cost $109.81 Unrealized -0.1%
CPB CAMPBELL SOUP 0.2%
Value ($000) $349 Shares 7,824 Est. Cost $36.87 Unrealized +5.2%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $340 Shares 1,582 Est. Cost $81.01 Unrealized +118.7%
CSCO CISCO SYSTEMS, INC. 0.2%
Value ($000) $339 Shares 6,064 Est. Cost $36.46 Unrealized +37.9%
AVGO BROADCOM INC 0.2%
Value ($000) $332 Shares 526 Est. Cost $33.14 Unrealized +66.2%
INTU INTUIT INC 0.2%
Value ($000) $331 Shares 687 Est. Cost $366.90 Unrealized +36.1%
SARATOGA INVT CORP 0.2%
Value ($000) $328 Shares 12,858 Est. Cost $26.63 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $322 Shares 3,243 Est. Cost $63.05 Unrealized +37.6%
XLP CONSUMER STAPLES SPDR 0.2%
Value ($000) $321 Shares 4,218 Est. Cost $76.10 Unrealized
ROK ROCKWELL INTERNATIONAL CORPORATION 0.2%
Value ($000) $320 Shares 1,141 Est. Cost $176.42 Unrealized +52.1%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.2%
Value ($000) $313 Shares 6,259 Est. Cost $44.91 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $311 Shares 4,064 Est. Cost $87.07 Unrealized
BEN FRANKLIN RES INC COM 0.2%
Value ($000) $308 Shares 11,004 Est. Cost $17.95 Unrealized +38.5%
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $305 Shares 4,015 Est. Cost $70.19 Unrealized
VTIP VANGUARD MALVERN FDS SHORT TERM INFLATION PROTECTED SECS INDEX ETF 0.2%
Value ($000) $298 Shares 5,805 Est. Cost $51.28 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.2%
Value ($000) $287 Shares 1,148 Est. Cost $255.20 Unrealized -9.1%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.2%
Value ($000) $280 Shares 15,066 Est. Cost $18.58 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.2%
Value ($000) $276 Shares 1,212 Est. Cost $154.51 Unrealized +27.4%
MDGL MADRIGAL PHARMACEUTICALS INC 0.2%
Value ($000) $275 Shares 2,801 Est. Cost $112.31 Unrealized -24.9%
THO THOR INDUSTRIES INC. 0.2%
Value ($000) $274 Shares 3,481 Est. Cost $104.20 Unrealized -18.9%
PATTERSON COS INC COM 0.2%
Value ($000) $271 Shares 8,342 Est. Cost $29.58 Unrealized
BARCLAYS PLC 0.2%
Value ($000) $265 Shares 11,181 Est. Cost $23.70 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.2%
Value ($000) $264 Shares 5,721 Est. Cost $49.15 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GP 0.2%
Value ($000) $264 Shares 3,760 Est. Cost $44.23 Unrealized +31.2%
SAIC SCIENCE APPLICATINOS INTL CORP NEW COM 0.2%
Value ($000) $263 Shares 2,847 Est. Cost $86.84 Unrealized -0.7%
CAH CARDINAL HEALTH, INC. 0.2%
Value ($000) $260 Shares 4,575 Est. Cost $49.18 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $258 Shares 3,120 Est. Cost $67.89 Unrealized 0.0%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.2%
Value ($000) $256 Shares 7,902 Est. Cost $32.40 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $252 Shares 4,013 Est. Cost $48.76 Unrealized +20.3%
JKHY JACK HENRY & ASSOCIATES, INC. 0.2%
Value ($000) $252 Shares 1,274 Est. Cost $166.49 Unrealized 0.0%
GPC GENUINE PARTS CO. 0.2%
Value ($000) $247 Shares 1,957 Est. Cost $68.45 Unrealized +69.6%
INFINERA CORP COM 0.2%
Value ($000) $246 Shares 28,315 Est. Cost $9.46 Unrealized
ARLO ARLO TECHNOLOGIES INC 0.2%
Value ($000) $245 Shares 27,544 Est. Cost $9.18 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $243 Shares 86 Est. Cost $99.33 Unrealized +35.7%
SCHW CHARLES SCHWAB 0.2%
Value ($000) $242 Shares 2,867 Est. Cost $66.66 Unrealized +25.1%
RPRX ROYALTY PHARMA PLC 0.2%
Value ($000) $240 Shares 6,139 Est. Cost $39.27 Unrealized 0.0%
XAR SPDR SER TR S&P AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $237 Shares 1,893 Est. Cost $125.20 Unrealized
KSA ISHARES MSCI SAUDI ARABIA ETF 0.2%
Value ($000) $237 Shares 4,975 Est. Cost $40.87 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $237 Shares 465 Est. Cost $422.19 Unrealized +6.9%
ASH ASHLAND GLOBAL HOLDINGS INC 0.1%
Value ($000) $235 Shares 2,379 Est. Cost $89.05 Unrealized 0.0%
KLAC KLA CORPORATION 0.1%
Value ($000) $227 Shares 620 Est. Cost $367.09 Unrealized -2.2%
GIS GENERAL MILLS 0.1%
Value ($000) $226 Shares 3,329 Est. Cost $58.78 Unrealized 0.0%
EVRG EVERGY INC 0.1%
Value ($000) $225 Shares 3,281 Est. Cost $54.85 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $223 Shares 3,878 Est. Cost $45.65 Unrealized 0.0%
IONQ IONQ INC 0.1%
Value ($000) $222 Shares 17,395 Est. Cost $15.82 Unrealized -15.0%
ARGT GLOBAL X FDS GLOBAL X FTSE ARGENTINA 20 ETF NEW 0.1%
Value ($000) $218 Shares 6,112 Est. Cost $35.67 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $217 Shares 1,413 Est. Cost $117.89 Unrealized +20.6%
PII POLARIS INC. 0.1%
Value ($000) $217 Shares 2,058 Est. Cost $113.96 Unrealized 0.0%
PROSHARES ULTRASHORT QQQ 0.1%
Value ($000) $216 Shares 12,374 Est. Cost $17.46 Unrealized
URG UR ENERGY INC COM 0.1%
Value ($000) $215 Shares 134,360 Est. Cost $0.88 Unrealized +61.3%
UNITED STATES NAT GAS FD LP ETF NEW 0.1%
Value ($000) $211 Shares 10,659 Est. Cost $10.44 Unrealized
VEGI ISHARES INC MSCI GLOBAL AGRICULTURE PRODUCERS ETF 0.1%
Value ($000) $209 Shares 4,377 Est. Cost $39.15 Unrealized
CCLD CARECLOUD INC 0.1%
Value ($000) $208 Shares 40,334 Est. Cost $5.48 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $207 Shares 1,567 Est. Cost $122.58 Unrealized 0.0%
WGO WINNEBAGO INDS 0.1%
Value ($000) $207 Shares 3,818 Est. Cost $72.81 Unrealized -11.2%
LZB LA-Z-BOY INC 0.1%
Value ($000) $206 Shares 7,775 Est. Cost $34.68 Unrealized -7.7%
BAC BANK AMERICA CORP 0.1%
Value ($000) $204 Shares 4,932 Est. Cost $41.00 Unrealized -0.4%
IPI INTREPID POTASH INC 0.1%
Value ($000) $203 Shares 2,460 Est. Cost $42.53 Unrealized +29.6%
DUKE ENERGY CORP 0.1%
Value ($000) $201 Shares 7,721 Est. Cost $27.76 Unrealized
PROSHARES ULTRASHORT RUSSELL2000 0.1%
Value ($000) $192 Shares 13,355 Est. Cost $14.38 Unrealized
HYLN HYLIION HOLDINGS CORP 0.1%
Value ($000) $190 Shares 42,726 Est. Cost $13.89 Unrealized -68.2%
WESTPORT FUEL SYSTEMS 0.1%
Value ($000) $176 Shares 111,203 Est. Cost $1.58 Unrealized
USEG US ENERGY CORP 0.1%
Value ($000) $173 Shares 39,689 Est. Cost $4.31 Unrealized 0.0%
SVNLY SVENSKA HANDELSBANKEN ADR 0.0%
Value ($000) $49 Shares 10,704 Est. Cost $5.63 Unrealized
SIEMENS GAMESA RENEWABLE ENERGY 0.0%
Value ($000) $38 Shares 10,758 Est. Cost $6.48 Unrealized
Bionano Genomics, Inc. 0.0%
Value ($000) $33 Shares 12,753 Est. Cost $3.01 Unrealized
CONTRA AVI GENOMIC MEDICINE INC 0.0%
Value ($000) $5 Shares 30,500 Est. Cost $0.13 Unrealized
WACCAMAW BANKSHARES INC - COMMON STOCK 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized