Capital Advisors, Ltd. LLC Diversified Active

CIK: 0001597878 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 8, 2020

Total Value ($000): $318,987 (100.0% shares, 0.0% debt)

Holdings (472)

SPY SPDR S&P 500 ETF TR 9.1%
Value ($000) $28,946 Shares 112,302 Est. Cost $194.40 Unrealized
IWF ISHARES TR 7.1%
Value ($000) $22,747 Shares 151,104 Est. Cost $104.17 Unrealized
USMV ISHARES TR 5.4%
Value ($000) $17,207 Shares 318,585 Est. Cost $44.71 Unrealized
VIG VANGUARD GROUP 4.9%
Value ($000) $15,595 Shares 150,835 Est. Cost $83.01 Unrealized
SPLV INVESCO EXCHANGE TRADED FD TR 3.7%
Value ($000) $11,923 Shares 254,122 Est. Cost $48.30 Unrealized
SDY SPDR SER TR S&P DIVID ETF 3.6%
Value ($000) $11,478 Shares 143,721 Est. Cost $79.42 Unrealized
IWD ISHARES TR 3.5%
Value ($000) $11,291 Shares 113,841 Est. Cost $103.50 Unrealized
IJK ISHARES TR 3.3%
Value ($000) $10,602 Shares 59,408 Est. Cost $177.67 Unrealized
IJJ ISHARES TR 2.2%
Value ($000) $7,147 Shares 65,125 Est. Cost $120.17 Unrealized
VTI VANGUARD INDEX FDS 2.1%
Value ($000) $6,579 Shares 51,037 Est. Cost $117.32 Unrealized
IJT ISHARES TR 1.8%
Value ($000) $5,826 Shares 42,258 Est. Cost $125.53 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $5,791 Shares 68,928 Est. Cost $100.92 Unrealized
QUAL ISHARES TR 1.8%
Value ($000) $5,632 Shares 69,503 Est. Cost $82.35 Unrealized
IVW ISHARES TR 1.6%
Value ($000) $5,175 Shares 31,357 Est. Cost $128.34 Unrealized
EFAV ISHARES TR 1.6%
Value ($000) $5,143 Shares 82,878 Est. Cost $64.56 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 1.6%
Value ($000) $5,021 Shares 101,817 Est. Cost $50.18 Unrealized
VUG VANGUARD INDEX FDS 1.5%
Value ($000) $4,898 Shares 31,262 Est. Cost $95.95 Unrealized
TOTL SSGA ACTIVE ETF 1.4%
Value ($000) $4,473 Shares 93,269 Est. Cost $49.03 Unrealized
GSLC GOLDMAN SACHS ETF TR 1.4%
Value ($000) $4,384 Shares 84,003 Est. Cost $53.52 Unrealized
IJS ISHARES TR 1.3%
Value ($000) $4,155 Shares 41,570 Est. Cost $114.73 Unrealized
MINT PIMCO ETF TR 1.2%
Value ($000) $3,984 Shares 40,248 Est. Cost $101.23 Unrealized
VV VANGUARD INDEX FDS 1.2%
Value ($000) $3,947 Shares 33,324 Est. Cost $88.24 Unrealized
DGRO ISHARES TR 1.0%
Value ($000) $3,308 Shares 101,494 Est. Cost $36.67 Unrealized
HDV ISHARES TR 1.0%
Value ($000) $3,306 Shares 46,201 Est. Cost $76.39 Unrealized
AGG ISHARES TR 1.0%
Value ($000) $3,197 Shares 27,713 Est. Cost $106.82 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $3,171 Shares 16,655 Est. Cost $181.76 Unrealized
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $3,044 Shares 43,583 Est. Cost $76.98 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $2,949 Shares 227,684 Est. Cost $17.61 Unrealized
EFA ISHARES TR 0.9%
Value ($000) $2,939 Shares 54,970 Est. Cost $66.12 Unrealized
OEF ISHARES TR 0.8%
Value ($000) $2,654 Shares 22,376 Est. Cost $110.35 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.7%
Value ($000) $2,381 Shares 40,820 Est. Cost $63.19 Unrealized
IOO ISHARES TR 0.7%
Value ($000) $2,332 Shares 52,217 Est. Cost $61.16 Unrealized
IGHG PROSHARES TR 0.7%
Value ($000) $2,147 Shares 32,958 Est. Cost $75.26 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $2,003 Shares 12,703 Est. Cost $56.09 Unrealized +178.7%
AAPL APPLE INC 0.6%
Value ($000) $1,780 Shares 6,999 Est. Cost $28.04 Unrealized +153.5%
ITOT ISHARES TR 0.5%
Value ($000) $1,720 Shares 30,061 Est. Cost $62.06 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,694 Shares 19,019 Est. Cost $79.27 Unrealized
DON WISDOMTREE TR 0.5%
Value ($000) $1,639 Shares 67,839 Est. Cost $38.56 Unrealized
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,622 Shares 29,271 Est. Cost $50.69 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.5%
Value ($000) $1,467 Shares 63,624 Est. Cost $25.36 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,379 Shares 33,629 Est. Cost $48.14 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $1,368 Shares 10,795 Est. Cost $97.15 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,349 Shares 80,661 Est. Cost $21.07 Unrealized
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $1,347 Shares 13,474 Est. Cost $115.78 Unrealized +2.8%
DIA SPDR DOW JONES INDL AVERAGE ETF 0.4%
Value ($000) $1,249 Shares 5,699 Est. Cost $195.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,238 Shares 4,539 Est. Cost $118.31 Unrealized +166.7%
IEFA ISHARES TR 0.4%
Value ($000) $1,196 Shares 23,972 Est. Cost $61.72 Unrealized
REGL PROSHARES TR 0.4%
Value ($000) $1,192 Shares 26,481 Est. Cost $51.06 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,170 Shares 6,401 Est. Cost $202.85 Unrealized +4.8%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,131 Shares 54,326 Est. Cost $21.40 Unrealized
IGF ISHARES TR 0.3%
Value ($000) $1,103 Shares 32,296 Est. Cost $42.08 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,095 Shares 42,378 Est. Cost $28.62 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,085 Shares 18,387 Est. Cost $59.01 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,032 Shares 35,521 Est. Cost $29.44 Unrealized
ITA ISHARES TR 0.3%
Value ($000) $1,022 Shares 7,104 Est. Cost $143.86 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.3%
Value ($000) $1,021 Shares 35,921 Est. Cost $31.86 Unrealized
RWO SPDR INDEX SHS FDS 0.3%
Value ($000) $993 Shares 27,596 Est. Cost $46.01 Unrealized
IYT ISHARES TR 0.3%
Value ($000) $966 Shares 6,986 Est. Cost $138.28 Unrealized
LDUR PIMCO ETF TR 0.3%
Value ($000) $957 Shares 9,669 Est. Cost $100.42 Unrealized
EQAL INVESCO EXCHANGE TRADED FD TR 0.3%
Value ($000) $932 Shares 38,466 Est. Cost $28.15 Unrealized
SPHD INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $914 Shares 30,474 Est. Cost $41.09 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $895 Shares 15,953 Est. Cost $77.18 Unrealized
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $866 Shares 19,220 Est. Cost $45.06 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $835 Shares 8,515 Est. Cost $98.06 Unrealized
IDV ISHARES TR 0.3%
Value ($000) $831 Shares 36,781 Est. Cost $35.98 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $830 Shares 5,771 Est. Cost $156.85 Unrealized
JPM JP MORGAN CHASE & CO 0.3%
Value ($000) $816 Shares 9,064 Est. Cost $89.75 Unrealized +15.5%
JETS ETF SER SOLUTIONS 0.2%
Value ($000) $794 Shares 53,900 Est. Cost $14.73 Unrealized
IHDG WISDOMTREE TR 0.2%
Value ($000) $775 Shares 25,591 Est. Cost $27.14 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $765 Shares 4,121 Est. Cost $209.90 Unrealized
VNLA JANUS DETROIT STR TR 0.2%
Value ($000) $749 Shares 15,202 Est. Cost $49.74 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $717 Shares 14,375 Est. Cost $56.19 Unrealized
QEFA SPDR INDEX SHS FDS 0.2%
Value ($000) $681 Shares 12,752 Est. Cost $63.18 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $649 Shares 20,370 Est. Cost $37.90 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $641 Shares 19,239 Est. Cost $41.06 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $592 Shares 19,100 Est. Cost $30.99 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $590 Shares 2,284 Est. Cost $286.09 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $581 Shares 11,974 Est. Cost $49.86 Unrealized
SHM SPDR SER TR 0.2%
Value ($000) $577 Shares 11,805 Est. Cost $48.14 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $575 Shares 7,075 Est. Cost $81.14 Unrealized
RWR SPDR SERIES TRUST 0.2%
Value ($000) $553 Shares 7,653 Est. Cost $85.33 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $548 Shares 7,455 Est. Cost $106.88 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $539 Shares 4,768 Est. Cost $130.14 Unrealized
PUI INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $514 Shares 17,820 Est. Cost $27.90 Unrealized
VRP INVESCO EXCHANGE TRADED FD TR 0.2%
Value ($000) $506 Shares 23,582 Est. Cost $24.78 Unrealized
INTF ISHARES TR 0.2%
Value ($000) $506 Shares 24,979 Est. Cost $27.84 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $502 Shares 8,053 Est. Cost $62.34 Unrealized
DIM WISDOMTREE TR 0.1%
Value ($000) $465 Shares 9,919 Est. Cost $58.69 Unrealized
DHS WISDOMTREE TR 0.1%
Value ($000) $445 Shares 7,859 Est. Cost $63.67 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $439 Shares 2,407 Est. Cost $87.66 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $433 Shares 4,725 Est. Cost $98.80 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $431 Shares 6,190 Est. Cost $84.85 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $423 Shares 8,723 Est. Cost $57.23 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $419 Shares 2,830 Est. Cost $116.34 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $406 Shares 2,003 Est. Cost $113.90 Unrealized +60.0%
IEMG ISHARES INC 0.1%
Value ($000) $386 Shares 9,536 Est. Cost $48.78 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $386 Shares 12,908 Est. Cost $31.03 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $384 Shares 18,556 Est. Cost $20.69 Unrealized
AMZN AMAZON INC 0.1%
Value ($000) $378 Shares 194 Est. Cost $55.97 Unrealized +72.9%
IWB ISHARES TR 0.1%
Value ($000) $372 Shares 2,912 Est. Cost $78.61 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $371 Shares 3,089 Est. Cost $70.19 Unrealized +60.7%
PFE PFIZER INC 0.1%
Value ($000) $357 Shares 10,925 Est. Cost $21.24 Unrealized +21.6%
JHMD JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $347 Shares 15,275 Est. Cost $24.69 Unrealized
DGRE WISDOMTREE TR 0.1%
Value ($000) $341 Shares 17,730 Est. Cost $19.99 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $337 Shares 9,860 Est. Cost $37.88 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $330 Shares 13,637 Est. Cost $26.78 Unrealized
SMDV PROSHARES TR 0.1%
Value ($000) $330 Shares 7,133 Est. Cost $59.93 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $329 Shares 7,007 Est. Cost $49.24 Unrealized
REALITY SHS ETF TR 0.1%
Value ($000) $306 Shares 9,262 Est. Cost $33.04 Unrealized
COHEN & STEERS REIT & PFD INC 0.1%
Value ($000) $303 Shares 18,775 Est. Cost $18.16 Unrealized
MANAGED PORTFOLIO SER 0.1%
Value ($000) $301 Shares 22,170 Est. Cost $20.07 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $300 Shares 3,891 Est. Cost $85.01 Unrealized
IGRO ISHARES TR 0.1%
Value ($000) $296 Shares 6,555 Est. Cost $57.56 Unrealized
SJNK SPDR SERIES TRUST 0.1%
Value ($000) $296 Shares 12,555 Est. Cost $29.84 Unrealized
IDU ISHARES TR 0.1%
Value ($000) $292 Shares 2,112 Est. Cost $110.86 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $290 Shares 6,175 Est. Cost $57.65 Unrealized
SPHB INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $288 Shares 9,858 Est. Cost $29.21 Unrealized
VFQY VANGUARD WELLINGTON FD 0.1%
Value ($000) $287 Shares 4,522 Est. Cost $74.67 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $284 Shares 10,999 Est. Cost $25.82 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $275 Shares 3,205 Est. Cost $98.17 Unrealized
AMARIN CORP PLC 0.1%
Value ($000) $275 Shares 68,710 Est. Cost $18.36 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $272 Shares 1 Est. Cost $173485.66 Unrealized +83.7%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD 0.1%
Value ($000) $272 Shares 3,437 Est. Cost $78.90 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $271 Shares 6,904 Est. Cost $35.33 Unrealized +3.8%
IWO ISHARES TR 0.1%
Value ($000) $268 Shares 2,258 Est. Cost $123.06 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $267 Shares 23,560 Est. Cost $15.62 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $260 Shares 3,566 Est. Cost $47.76 Unrealized +27.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $255 Shares 2,828 Est. Cost $76.27 Unrealized +18.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $245 Shares 2,123 Est. Cost $134.22 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $236 Shares 3,333 Est. Cost $80.46 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $235 Shares 4,853 Est. Cost $31.13 Unrealized +52.6%
IVE ISHARES TR 0.1%
Value ($000) $232 Shares 2,415 Est. Cost $133.53 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $231 Shares 5,395 Est. Cost $58.61 Unrealized
TFI SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETF 0.1%
Value ($000) $221 Shares 4,426 Est. Cost $49.03 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $220 Shares 2,062 Est. Cost $125.03 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $220 Shares 3,638 Est. Cost $60.47 Unrealized
CNC CENTENE CORP DEL 0.1%
Value ($000) $217 Shares 3,650 Est. Cost $65.06 Unrealized -6.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $216 Shares 1,645 Est. Cost $82.08 Unrealized +46.4%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $216 Shares 3,835 Est. Cost $53.06 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $209 Shares 5,721 Est. Cost $65.08 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $208 Shares 2,639 Est. Cost $49.96 Unrealized +50.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $207 Shares 899 Est. Cost $214.10 Unrealized +5.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $205 Shares 780 Est. Cost $249.37 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $203 Shares 1,216 Est. Cost $120.67 Unrealized +61.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $199 Shares 2,105 Est. Cost $137.58 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $198 Shares 1,088 Est. Cost $135.42 Unrealized +50.4%
MRK MERCK & CO INC 0.1%
Value ($000) $198 Shares 2,578 Est. Cost $37.74 Unrealized +72.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $193 Shares 2,860 Est. Cost $54.84 Unrealized +31.2%
SUB ISHARES TR 0.1%
Value ($000) $189 Shares 1,774 Est. Cost $113.26 Unrealized
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $186 Shares 585 Est. Cost $188.79 Unrealized +81.2%
NFRA FLEXSHARES TR 0.1%
Value ($000) $182 Shares 4,201 Est. Cost $43.89 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $178 Shares 2,044 Est. Cost $81.39 Unrealized +23.8%
ALPS ETF TR 0.1%
Value ($000) $174 Shares 50,686 Est. Cost $16.51 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $173 Shares 3,456 Est. Cost $50.36 Unrealized
PGX INVESCO EXCHANGE TRADED FUND T 0.1%
Value ($000) $173 Shares 13,108 Est. Cost $14.32 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $172 Shares 715 Est. Cost $33.73 Unrealized +61.0%
NOBL PROSHARES TR 0.1%
Value ($000) $169 Shares 2,939 Est. Cost $60.48 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $168 Shares 2,040 Est. Cost $79.81 Unrealized
FPE FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $162 Shares 9,849 Est. Cost $19.27 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $160 Shares 560 Est. Cost $183.06 Unrealized +51.7%
LRGF ISHARES TR 0.1%
Value ($000) $160 Shares 5,839 Est. Cost $34.09 Unrealized
XMLV INVESCO EXCHANGE TRADED FD TR 0.1%
Value ($000) $160 Shares 4,025 Est. Cost $40.46 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $157 Shares 1,426 Est. Cost $77.92 Unrealized +33.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $157 Shares 1,625 Est. Cost $112.23 Unrealized +10.1%
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $151 Shares 1,314 Est. Cost $103.50 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $150 Shares 3,824 Est. Cost $46.40 Unrealized
CVY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $148 Shares 10,684 Est. Cost $21.97 Unrealized
GRPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $144 Shares 3,197 Est. Cost $65.43 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $142 Shares 1,150 Est. Cost $117.91 Unrealized
CORESITE RLTY CORP 0.0%
Value ($000) $141 Shares 1,220 Est. Cost $110.82 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $141 Shares 1,417 Est. Cost $100.53 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $140 Shares 1,571 Est. Cost $107.86 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $139 Shares 1,053 Est. Cost $136.53 Unrealized
QEMM SPDR INDEX SHS FDS 0.0%
Value ($000) $139 Shares 2,970 Est. Cost $55.43 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $134 Shares 1,624 Est. Cost $97.62 Unrealized +6.3%
IWP ISHARES TR 0.0%
Value ($000) $134 Shares 1,102 Est. Cost $109.51 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $132 Shares 2,392 Est. Cost $71.07 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $131 Shares 3,438 Est. Cost $56.37 Unrealized -25.3%
SCZ ISHARES TR 0.0%
Value ($000) $131 Shares 2,924 Est. Cost $58.42 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $130 Shares 3,341 Est. Cost $40.43 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $126 Shares 3,655 Est. Cost $41.92 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $124 Shares 1,804 Est. Cost $42.74 Unrealized +54.5%
MMM 3M CO 0.0%
Value ($000) $123 Shares 898 Est. Cost $112.94 Unrealized -6.2%
HPQ HP INC 0.0%
Value ($000) $123 Shares 7,100 Est. Cost $18.72 Unrealized -11.9%
IDEV ISHARES TR 0.0%
Value ($000) $121 Shares 2,739 Est. Cost $54.74 Unrealized
JHML JOHN HANCOCK EXCHANGE ETF TRUST 0.0%
Value ($000) $121 Shares 3,763 Est. Cost $32.16 Unrealized
WMT WALMART INC 0.0%
Value ($000) $120 Shares 1,055 Est. Cost $30.76 Unrealized +15.0%
ABBV ABBVIE INC 0.0%
Value ($000) $119 Shares 1,563 Est. Cost $41.62 Unrealized +61.4%
WISDOMTREE TR 0.0%
Value ($000) $115 Shares 4,188 Est. Cost $41.80 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $114 Shares 613 Est. Cost $140.73 Unrealized +35.1%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $114 Shares 804 Est. Cost $101.39 Unrealized +45.6%
GLOBAL X FDS 0.0%
Value ($000) $113 Shares 35,737 Est. Cost $9.69 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $112 Shares 2,482 Est. Cost $45.95 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $112 Shares 2,895 Est. Cost $18.67 Unrealized +47.6%
GOOG ALPHABET INC 0.0%
Value ($000) $109 Shares 94 Est. Cost $42.38 Unrealized +58.9%
COHEN & STEERS INFRASTRUCTURE 0.0%
Value ($000) $108 Shares 5,703 Est. Cost $22.04 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $107 Shares 785 Est. Cost $143.37 Unrealized +11.7%
VPU VANGUARD WORLDS FDS 0.0%
Value ($000) $106 Shares 871 Est. Cost $87.87 Unrealized
VZ VERIZONCOMMUNICATIONS INC 0.0%
Value ($000) $100 Shares 1,868 Est. Cost $36.57 Unrealized +12.1%
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $99 Shares 2,028 Est. Cost $56.21 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $98 Shares 544 Est. Cost $180.55 Unrealized +0.8%
T AT&T INC 0.0%
Value ($000) $97 Shares 3,314 Est. Cost $15.62 Unrealized +16.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $95 Shares 1,185 Est. Cost $94.53 Unrealized -2.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $94 Shares 1,869 Est. Cost $26.07 Unrealized +79.1%
V VISA INC CL A 0.0%
Value ($000) $94 Shares 584 Est. Cost $149.34 Unrealized +21.0%
LOW LOWES COS INC 0.0%
Value ($000) $93 Shares 1,079 Est. Cost $93.45 Unrealized +5.2%
SPYG SPDR SER TR S&P 500 GROWTH ETF 0.0%
Value ($000) $93 Shares 2,613 Est. Cost $40.99 Unrealized
LMT LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $92 Shares 271 Est. Cost $262.02 Unrealized +27.8%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $92 Shares 610 Est. Cost $142.08 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $88 Shares 6,166 Est. Cost $51.27 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $87 Shares 3,825 Est. Cost $22.75 Unrealized
BLACKROCK CORE BD TR 0.0%
Value ($000) $85 Shares 6,444 Est. Cost $12.99 Unrealized
ISCF ISHARES TR 0.0%
Value ($000) $84 Shares 3,650 Est. Cost $31.00 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $82 Shares 934 Est. Cost $51.22 Unrealized +55.2%
BA BOEING CO 0.0%
Value ($000) $82 Shares 547 Est. Cost $195.18 Unrealized +39.8%
IWM ISHARES TR 0.0%
Value ($000) $81 Shares 820 Est. Cost $158.13 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $81 Shares 801 Est. Cost $113.61 Unrealized -5.7%
SPMD SPDR SER TR 0.0%
Value ($000) $79 Shares 3,100 Est. Cost $25.48 Unrealized
EMGF ISHARES INC 0.0%
Value ($000) $78 Shares 2,285 Est. Cost $43.26 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $78 Shares 453 Est. Cost $75.52 Unrealized +83.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $78 Shares 703 Est. Cost $102.46 Unrealized -4.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $77 Shares 567 Est. Cost $120.81 Unrealized +17.5%
NFLX NETFLIX INC 0.0%
Value ($000) $76 Shares 202 Est. Cost $17.44 Unrealized +102.9%
NDSN NORDSON CORP 0.0%
Value ($000) $76 Shares 564 Est. Cost $63.82 Unrealized +126.3%
LNT ALLIANT ENERGY 0.0%
Value ($000) $76 Shares 1,584 Est. Cost $42.08 Unrealized +8.1%
USMF WISDOMTREE TR 0.0%
Value ($000) $76 Shares 3,117 Est. Cost $24.38 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $75 Shares 543 Est. Cost $43.94 Unrealized +191.7%
AIVI WISDOMTREE TR 0.0%
Value ($000) $72 Shares 2,281 Est. Cost $45.33 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $72 Shares 652 Est. Cost $102.76 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $71 Shares 1,635 Est. Cost $119.04 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $71 Shares 791 Est. Cost $83.80 Unrealized +17.3%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $70 Shares 290 Est. Cost $116.62 Unrealized +146.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $69 Shares 416 Est. Cost $86.38 Unrealized +98.9%
DAL DELTA AIRLINES INC DEL 0.0%
Value ($000) $69 Shares 2,412 Est. Cost $51.39 Unrealized -6.6%
DWM WISDOMTREE TR 0.0%
Value ($000) $69 Shares 1,758 Est. Cost $52.22 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $68 Shares 867 Est. Cost $47.16 Unrealized +49.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $67 Shares 336 Est. Cost $135.95 Unrealized +44.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $67 Shares 1,227 Est. Cost $54.60 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $67 Shares 462 Est. Cost $147.16 Unrealized +11.2%
ETN EATON CORP PLC 0.0%
Value ($000) $64 Shares 821 Est. Cost $57.43 Unrealized +43.9%
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $64 Shares 1,789 Est. Cost $57.55 Unrealized
FDS FACTSET RESEARCH SYS INC 0.0%
Value ($000) $62 Shares 237 Est. Cost $242.13 Unrealized +6.2%
BLACKROCK INC 0.0%
Value ($000) $62 Shares 140 Est. Cost $473.17 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $61 Shares 460 Est. Cost $163.03 Unrealized -11.1%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $61 Shares 1,903 Est. Cost $35.30 Unrealized +21.4%
INTC INTEL CORP 0.0%
Value ($000) $61 Shares 1,128 Est. Cost $38.48 Unrealized +36.0%
C CITIGROUP INC 0.0%
Value ($000) $60 Shares 1,429 Est. Cost $54.70 Unrealized -0.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $60 Shares 961 Est. Cost $57.93 Unrealized +16.4%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $60 Shares 1,461 Est. Cost $43.00 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $60 Shares 2,302 Est. Cost $32.39 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $59 Shares 1,291 Est. Cost $59.43 Unrealized -1.0%
AFL AFLAC INC COM 0.0%
Value ($000) $58 Shares 1,699 Est. Cost $38.48 Unrealized +3.1%
CB CHUBB LIMITED 0.0%
Value ($000) $57 Shares 511 Est. Cost $122.12 Unrealized +6.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $55 Shares 800 Est. Cost $40.89 Unrealized +104.4%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $52 Shares 953 Est. Cost $56.54 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $51 Shares 212 Est. Cost $162.40 Unrealized +60.7%
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $49 Shares 1,633 Est. Cost $30.62 Unrealized
VFC V F CORP 0.0%
Value ($000) $48 Shares 892 Est. Cost $85.55 Unrealized -8.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $48 Shares 664 Est. Cost $56.85 Unrealized +11.0%
DES WISDOMTREE TR 0.0%
Value ($000) $48 Shares 2,650 Est. Cost $39.90 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $47 Shares 900 Est. Cost $67.93 Unrealized +0.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $46 Shares 506 Est. Cost $119.70 Unrealized -1.2%
GOOGL ALPHABET INC 0.0%
Value ($000) $45 Shares 39 Est. Cost $52.78 Unrealized +27.4%
ISHARES TR 0.0%
Value ($000) $44 Shares 1,587 Est. Cost $37.42 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $44 Shares 1,051 Est. Cost $47.57 Unrealized
L LOEWS CORP 0.0%
Value ($000) $43 Shares 1,232 Est. Cost $45.40 Unrealized +1.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $42 Shares 633 Est. Cost $57.46 Unrealized +23.6%
GLOBAL X FDS 0.0%
Value ($000) $42 Shares 4,481 Est. Cost $23.51 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $41 Shares 900 Est. Cost $61.52 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $40 Shares 1,131 Est. Cost $35.37 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $40 Shares 429 Est. Cost $93.24 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $40 Shares 716 Est. Cost $38.79 Unrealized +25.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $40 Shares 549 Est. Cost $88.08 Unrealized -13.7%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $39 Shares 451 Est. Cost $68.44 Unrealized
ENFR ALPS ETF TR 0.0%
Value ($000) $38 Shares 3,656 Est. Cost $15.19 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $38 Shares 705 Est. Cost $72.35 Unrealized -11.8%
XEL Xcel Energy Inc. 0.0%
Value ($000) $38 Shares 623 Est. Cost $51.21 Unrealized +5.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $38 Shares 194 Est. Cost $195.25 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $37 Shares 690 Est. Cost $38.47 Unrealized +31.2%
MS MORGAN STANLEY 0.0%
Value ($000) $37 Shares 1,081 Est. Cost $22.03 Unrealized +77.7%
DOL WISDOMTREE TR 0.0%
Value ($000) $36 Shares 973 Est. Cost $44.07 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $35 Shares 520 Est. Cost $55.97 Unrealized +9.9%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $35 Shares 820 Est. Cost $26.68 Unrealized +67.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $35 Shares 54 Est. Cost $14.13 Unrealized +11.9%
UPS UNITED PARCEL SVC INC 0.0%
Value ($000) $33 Shares 357 Est. Cost $80.69 Unrealized +1.5%
IMCG ISHARES TR 0.0%
Value ($000) $33 Shares 151 Est. Cost $143.31 Unrealized
EZM WISDOMTREE TR 0.0%
Value ($000) $33 Shares 1,232 Est. Cost $51.24 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $32 Shares 349 Est. Cost $42.35 Unrealized +122.6%
SPAB SPDR SER TR 0.0%
Value ($000) $31 Shares 1,014 Est. Cost $30.57 Unrealized
IFGL ISHARES TR 0.0%
Value ($000) $31 Shares 1,428 Est. Cost $30.81 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $29 Shares 650 Est. Cost $37.33 Unrealized +20.5%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $29 Shares 96 Est. Cost $166.67 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $28 Shares 810 Est. Cost $34.41 Unrealized +4.8%
IMCV ISHARES TR 0.0%
Value ($000) $28 Shares 259 Est. Cost $115.27 Unrealized
MDYG SPDR SER TR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $27 Shares 627 Est. Cost $47.79 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $27 Shares 552 Est. Cost $62.55 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $26 Shares 310 Est. Cost $10.40 Unrealized +57.2%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $26 Shares 301 Est. Cost $83.33 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $25 Shares 404 Est. Cost $78.15 Unrealized -5.0%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $25 Shares 970 Est. Cost $35.05 Unrealized
IQDG WISDOMTREE TR 0.0%
Value ($000) $24 Shares 926 Est. Cost $25.92 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $24 Shares 200 Est. Cost $97.49 Unrealized +18.4%
CEDAR FAIR L P 0.0%
Value ($000) $24 Shares 1,282 Est. Cost $52.09 Unrealized
ISHARES TR 0.0%
Value ($000) $23 Shares 920 Est. Cost $25.00 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $39.22 Unrealized +15.4%
VFMF VANGUARD WELLINGTON FD 0.0%
Value ($000) $23 Shares 409 Est. Cost $67.50 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $22 Shares 455 Est. Cost $44.22 Unrealized +0.1%
IWV ISHARES TR 0.0%
Value ($000) $22 Shares 150 Est. Cost $159.57 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $21 Shares 1,725 Est. Cost $14.90 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $21 Shares 264 Est. Cost $67.76 Unrealized +7.3%
FE FIRSTENERGY CORP 0.0%
Value ($000) $20 Shares 506 Est. Cost $31.87 Unrealized +14.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $20 Shares 359 Est. Cost $27.93 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $20 Shares 566 Est. Cost $55.45 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $20 Shares 204 Est. Cost $91.18 Unrealized +11.5%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $16.67 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $20 Shares 578 Est. Cost $36.86 Unrealized +1.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $20 Shares 242 Est. Cost $52.71 Unrealized +45.6%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $20 Shares 141 Est. Cost $27.02 Unrealized +155.3%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $20 Shares 750 Est. Cost $25.37 Unrealized +9.6%
IWS ISHARES TR 0.0%
Value ($000) $19 Shares 303 Est. Cost $86.26 Unrealized
IDLV INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $18 Shares 698 Est. Cost $34.16 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $18 Shares 712 Est. Cost $46.38 Unrealized -55.4%
KR KROGER CO 0.0%
Value ($000) $17 Shares 575 Est. Cost $19.89 Unrealized +30.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $17 Shares 70 Est. Cost $221.30 Unrealized +12.8%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $17 Shares 501 Est. Cost $41.05 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $16 Shares 163 Est. Cost $61.37 Unrealized +76.5%
DHR DANAHER CORP DEL 0.0%
Value ($000) $16 Shares 117 Est. Cost $107.97 Unrealized +21.6%
INVESCO EXCHANGE TRADED SLF IDX FD 0.0%
Value ($000) $16 Shares 784 Est. Cost $21.02 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $16 Shares 552 Est. Cost $25.47 Unrealized +0.4%
ACWX ISHARES TR 0.0%
Value ($000) $16 Shares 429 Est. Cost $39.63 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $15 Shares 291 Est. Cost $81.05 Unrealized -1.9%
ISHARES TR 0.0%
Value ($000) $15 Shares 590 Est. Cost $25.42 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $15 Shares 102 Est. Cost $98.68 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $15 Shares 196 Est. Cost $48.84 Unrealized +12.5%
DNP SELECT INCOME FD 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.00 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $15 Shares 544 Est. Cost $28.12 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $15 Shares 526 Est. Cost $37.41 Unrealized -2.1%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $14 Shares 410 Est. Cost $36.06 Unrealized -1.9%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $14 Shares 1,020 Est. Cost $13.73 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $14 Shares 195 Est. Cost $24.47 Unrealized +173.2%
CRM SALESFORCE COM INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $90.89 Unrealized +86.4%
BLACKROCK MUNICIPL INC QTLY 0.0%
Value ($000) $13 Shares 970 Est. Cost $13.40 Unrealized
ISHARES IBONDS TR 0.0%
Value ($000) $13 Shares 514 Est. Cost $25.24 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $13 Shares 160 Est. Cost $75.00 Unrealized
KEY KEYCORP NEW 0.0%
Value ($000) $13 Shares 1,285 Est. Cost $12.20 Unrealized +2.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $13 Shares 166 Est. Cost $85.74 Unrealized -2.1%
AMAT APPLIED MATLS 0.0%
Value ($000) $12 Shares 251 Est. Cost $54.36 Unrealized 0.0%
DOC HEALTHPEAK PPTYS INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.47 Unrealized -6.1%
L BRANDS INC 0.0%
Value ($000) $12 Shares 1,124 Est. Cost $41.58 Unrealized
VOYA PRIME RATE TR 0.0%
Value ($000) $12 Shares 3,245 Est. Cost $5.86 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $12 Shares 1,959 Est. Cost $9.04 Unrealized
INVESCO EXCHANGE TRADED SLF IDX FD 0.0%
Value ($000) $12 Shares 590 Est. Cost $21.19 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $11 Shares 737 Est. Cost $11.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $11 Shares 40 Est. Cost $259.15 Unrealized +19.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $11 Shares 83 Est. Cost $128.98 Unrealized +5.9%
SCYNEXIS INC 0.0%
Value ($000) $11 Shares 13,500 Est. Cost $1.33 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $11 Shares 649 Est. Cost $14.24 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $11 Shares 1,140 Est. Cost $9.65 Unrealized
EVX VANECK VECTORS ETF TR 0.0%
Value ($000) $11 Shares 146 Est. Cost $68.49 Unrealized
PPL PPL CORP 0.0%
Value ($000) $10 Shares 395 Est. Cost $18.94 Unrealized +33.0%
MICHAELS CO INC 0.0%
Value ($000) $10 Shares 6,050 Est. Cost $1.65 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $10 Shares 60 Est. Cost $142.24 Unrealized +12.2%
O REALTY INCOME CORP 0.0%
Value ($000) $10 Shares 201 Est. Cost $49.47 Unrealized +4.8%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $10 Shares 137 Est. Cost $44.15 Unrealized +48.0%
PIO INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $10 Shares 424 Est. Cost $25.94 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $10 Shares 19 Est. Cost $14.70 Unrealized +182.1%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 117 Est. Cost $85.47 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $10 Shares 72 Est. Cost $68.34 Unrealized +155.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $10 Shares 217 Est. Cost $52.89 Unrealized -1.9%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $10 Shares 71 Est. Cost $114.89 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $9 Shares 668 Est. Cost $14.48 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $9 Shares 64 Est. Cost $134.72 Unrealized 0.0%
TJX TJX COMPANIES INC 0.0%
Value ($000) $9 Shares 194 Est. Cost $44.41 Unrealized +20.1%
AVGO BROADCOM INC 0.0%
Value ($000) $9 Shares 37 Est. Cost $24.28 Unrealized 0.0%
UAL UNITED CONTL HLDGS INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $66.62 Unrealized -0.7%
PPG PPG INDS INC 0.0%
Value ($000) $8 Shares 98 Est. Cost $96.38 Unrealized +2.7%
BCE BCE INC 0.0%
Value ($000) $8 Shares 203 Est. Cost $30.10 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 255 Est. Cost $43.14 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $8 Shares 81 Est. Cost $19.05 Unrealized +70.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $8 Shares 166 Est. Cost $59.87 Unrealized -3.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $8 Shares 263 Est. Cost $25.00 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 136 Est. Cost $73.53 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $7 Shares 604 Est. Cost $28.71 Unrealized
HIG HARTFORD FINL SVCSGROUP INC 0.0%
Value ($000) $7 Shares 198 Est. Cost $34.70 Unrealized +31.7%
XYL XYLEM INC 0.0%
Value ($000) $7 Shares 108 Est. Cost $27.59 Unrealized +166.2%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $7 Shares 136 Est. Cost $37.41 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $7 Shares 202 Est. Cost $19.19 Unrealized +139.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $7 Shares 16 Est. Cost $140.92 Unrealized +21.5%
INNOVATOR ETFS TR II 0.0%
Value ($000) $7 Shares 285 Est. Cost $31.64 Unrealized
KELLOGG CO 0.0%
Value ($000) $7 Shares 109 Est. Cost $46.48 Unrealized +6.7%
CCEP COCA-COLA EUROPEAN PARTNERS 0.0%
Value ($000) $7 Shares 189 Est. Cost $40.81 Unrealized 0.0%
DBC INVESCO DB COMMODTY INDX TRCK 0.0%
Value ($000) $7 Shares 620 Est. Cost $16.49 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $7 Shares 84 Est. Cost $89.29 Unrealized
NEW ORIENTAL ED & TECH GRP I 0.0%
Value ($000) $7 Shares 62 Est. Cost $112.90 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $7 Shares 87 Est. Cost $107.60 Unrealized 0.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $7 Shares 431 Est. Cost $12.61 Unrealized 0.0%
MAA MID AMER APT CMNTYS INC 0.0%
Value ($000) $6 Shares 54 Est. Cost $40.58 Unrealized +162.1%
MGA MAGNA INTL INC 0.0%
Value ($000) $6 Shares 199 Est. Cost $38.10 Unrealized 0.0%
LYB LYONDELLBASELL INDUUSTRIES N 0.0%
Value ($000) $6 Shares 123 Est. Cost $49.62 Unrealized 0.0%
LOGMEIN INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $71.43 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $6 Shares 38 Est. Cost $158.80 Unrealized +35.5%
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $6 Shares 316 Est. Cost $25.07 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC 0.0%
Value ($000) $5 Shares 483 Est. Cost $10.35 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $140.00 Unrealized +19.5%
BLACKROCK INCOME TRUST INC 0.0%
Value ($000) $5 Shares 913 Est. Cost $6.66 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $300.97 Unrealized +0.8%
VIOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $160.00 Unrealized
INVESCO EXCHANGE TRADED SLF IDX FD 0.0%
Value ($000) $5 Shares 220 Est. Cost $20.45 Unrealized
EATON VANCE MUN BD FD 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.50 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $5 Shares 629 Est. Cost $9.30 Unrealized 0.0%
ABBNY ABB LTD 0.0%
Value ($000) $5 Shares 300 Est. Cost $26.67 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $4 Shares 161 Est. Cost $29.98 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $4 Shares 251 Est. Cost $11.02 Unrealized +78.5%
ALC ALCON INC 0.0%
Value ($000) $4 Shares 72 Est. Cost $57.87 Unrealized -2.1%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $4 Shares 48 Est. Cost $131.37 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $4 Shares 121 Est. Cost $18.44 Unrealized +38.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $4 Shares 482 Est. Cost $27.69 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $4 Shares 80 Est. Cost $83.35 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $4 Shares 133 Est. Cost $37.01 Unrealized -10.9%
ULBI UGI CORP NEW 0.0%
Value ($000) $3 Shares 580 Est. Cost $3.73 Unrealized +83.1%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $3 Shares 379 Est. Cost $10.97 Unrealized 0.0%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $3 Shares 40 Est. Cost $40.00 Unrealized
ENS ENERSYS 0.0%
Value ($000) $3 Shares 63 Est. Cost $59.57 Unrealized +3.7%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $3 Shares 62 Est. Cost $48.39 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 62 Est. Cost $80.65 Unrealized
GOGO GOGO INC 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $4.72 Unrealized -9.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $3 Shares 96 Est. Cost $27.24 Unrealized -33.4%
DOW DOW INC 0.0%
Value ($000) $3 Shares 96 Est. Cost $36.37 Unrealized -15.9%
FOXA FOX CORP 0.0%
Value ($000) $3 Shares 108 Est. Cost $31.78 Unrealized -4.3%
SPSM SPDR SER TR SPDR PORT SMALL CAP ETF 0.0%
Value ($000) $3 Shares 125 Est. Cost $62.03 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $3 Shares 25 Est. Cost $84.30 Unrealized +4.7%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 68 Est. Cost $123.58 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 217 Est. Cost $36.82 Unrealized -31.3%
OKE ONEOK INC NEW 0.0%
Value ($000) $3 Shares 123 Est. Cost $41.37 Unrealized -0.4%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $2 Shares 144 Est. Cost $32.39 Unrealized -29.8%
NEUBERGER BERMAN MLP AND ENR 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $2 Shares 800 Est. Cost $21.51 Unrealized -84.1%
APACHE CORP 0.0%
Value ($000) $2 Shares 504 Est. Cost $3.97 Unrealized
RAYTHEON CO 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $2 Shares 53 Est. Cost $57.11 Unrealized -17.1%
CLEARBRIDGE MLP AND MIDSTRM 0.0%
Value ($000) $1 Shares 450 Est. Cost $2.22 Unrealized
CRNC CERENCE INC 0.0%
Value ($000) $1 Shares 81 Est. Cost $16.42 Unrealized +28.0%
OCWEN FINL CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $44.08 Unrealized 0.0%
OVV OVINTIV INC 0.0%
Value ($000) $1 Shares 259 Est. Cost $13.13 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $39.28 Unrealized -7.2%
BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 113 Est. Cost $10.56 Unrealized +2.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1 Shares 76 Est. Cost $22.45 Unrealized -40.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $112.10 Unrealized 0.0%
WISDOMTREE CONTINUOUS COMMOD 0.0%
Value ($000) $0 Shares 33 Est. Cost $18.87 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.05 Unrealized -6.7%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $13.59 Unrealized -46.5%
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.41 Unrealized -13.6%
HEPION PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.69 Unrealized -18.2%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $0 Shares 16 Est. Cost $19.18 Unrealized -27.1%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.42 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
PERSPECTA INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.24 Unrealized -5.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.34 Unrealized -55.8%
CHINA MOBILE LIMITED 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CNTTQ CANNTRUST HLDGS INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $7.87 Unrealized -89.4%