MANCHESTER FINANCIAL INC Diversified Active

CIK: 0000866590 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 20, 2020

Total Value ($000): $135,467 (100.0% shares, 0.0% debt)

Holdings (541)

SCHB SCHWAB STRATEGIC TR 23.7%
Value ($000) $32,104 Shares 531,254 Est. Cost $59.93 Unrealized
INKM SSGA ACTIVE ETF TR 15.2%
Value ($000) $20,558 Shares 747,553 Est. Cost $32.61 Unrealized
GSBD GOLDMAN SACHS BDC INC 5.2%
Value ($000) $7,091 Shares 575,079 Est. Cost $20.57 Unrealized -8.1%
SCHX SCHWAB STRATEGIC TR 5.2%
Value ($000) $7,067 Shares 115,385 Est. Cost $60.88 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $5,342 Shares 21,008 Est. Cost $53.98 Unrealized +31.7%
SCHF SCHWAB STRATEGIC TR 3.0%
Value ($000) $4,103 Shares 158,781 Est. Cost $29.32 Unrealized
NVDA NVIDIA CORP 2.3%
Value ($000) $3,158 Shares 11,982 Est. Cost $4.12 Unrealized +52.7%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $2,728 Shares 9,567 Est. Cost $201.98 Unrealized +37.5%
V VISA INC 1.9%
Value ($000) $2,584 Shares 16,038 Est. Cost $131.41 Unrealized +37.5%
BABA ALIBABA GROUP HLDG LTD 1.9%
Value ($000) $2,528 Shares 13,000 Est. Cost $137.06 Unrealized
VT VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $2,436 Shares 38,782 Est. Cost $69.18 Unrealized
EATON VANCE LTD DUR INCOME F 1.6%
Value ($000) $2,156 Shares 204,000 Est. Cost $10.57 Unrealized
META FACEBOOK INC 1.6%
Value ($000) $2,122 Shares 12,723 Est. Cost $143.86 Unrealized +35.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $2,115 Shares 11,568 Est. Cost $208.87 Unrealized +1.8%
AMGN AMGEN INC 1.4%
Value ($000) $1,858 Shares 9,164 Est. Cost $157.11 Unrealized +16.0%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $1,804 Shares 33,581 Est. Cost $38.70 Unrealized +6.0%
WFC WELLS FARGO CO NEW 1.3%
Value ($000) $1,789 Shares 62,329 Est. Cost $36.82 Unrealized -0.5%
ITB ISHARES TR 1.3%
Value ($000) $1,749 Shares 60,456 Est. Cost $28.93 Unrealized
NUVEEN QUALITY MUNCP INCOME 1.3%
Value ($000) $1,741 Shares 126,729 Est. Cost $13.74 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $1,262 Shares 28,511 Est. Cost $38.39 Unrealized +17.2%
RIVERNORTH / DOUBLELINE STRA 0.8%
Value ($000) $1,150 Shares 89,874 Est. Cost $13.42 Unrealized
SCHH SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,140 Shares 34,809 Est. Cost $38.64 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $1,063 Shares 4,125 Est. Cost $255.81 Unrealized
BA BOEING CO 0.8%
Value ($000) $1,023 Shares 6,858 Est. Cost $351.04 Unrealized -22.3%
SCHZ SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,004 Shares 18,491 Est. Cost $51.42 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $963 Shares 494 Est. Cost $83.60 Unrealized +15.8%
MSFT MICROSOFT CORP 0.6%
Value ($000) $777 Shares 4,926 Est. Cost $100.94 Unrealized +54.9%
ASTH APOLLO MED HLDGS INC 0.5%
Value ($000) $744 Shares 57,621 Est. Cost $18.79 Unrealized -13.1%
EIX EDISON INTL 0.5%
Value ($000) $722 Shares 13,176 Est. Cost $45.50 Unrealized +16.7%
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $673 Shares 15,974 Est. Cost $48.77 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $653 Shares 12,069 Est. Cost $40.41 Unrealized +29.5%
CVS CVS HEALTH CORP 0.5%
Value ($000) $621 Shares 10,467 Est. Cost $55.42 Unrealized -0.2%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $515 Shares 24,715 Est. Cost $23.82 Unrealized
BAC BK OF AMERICA CORP 0.4%
Value ($000) $486 Shares 22,914 Est. Cost $22.80 Unrealized +13.7%
INVESCO CALIF VALUE MUN INCO 0.4%
Value ($000) $475 Shares 41,882 Est. Cost $11.34 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $433 Shares 4,479 Est. Cost $117.37 Unrealized +5.2%
KMPR KEMPER CORP DEL 0.3%
Value ($000) $418 Shares 5,615 Est. Cost $72.90 Unrealized +2.8%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $410 Shares 2,151 Est. Cost $161.25 Unrealized
WESTERN ASSET INTER MUNI FD 0.3%
Value ($000) $410 Shares 48,610 Est. Cost $8.43 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $405 Shares 7,861 Est. Cost $61.84 Unrealized
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $320 Shares 12,746 Est. Cost $25.74 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $303 Shares 3,369 Est. Cost $123.50 Unrealized -0.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $280 Shares 2,138 Est. Cost $114.18 Unrealized +5.2%
T AT&T INC 0.2%
Value ($000) $277 Shares 9,492 Est. Cost $14.02 Unrealized +29.6%
ISHARES GOLD TRUST 0.2%
Value ($000) $263 Shares 17,442 Est. Cost $15.04 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $259 Shares 871 Est. Cost $226.53 Unrealized +51.6%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $256 Shares 2,304 Est. Cost $87.95 Unrealized +11.7%
ORCL ORACLE CORP 0.2%
Value ($000) $247 Shares 5,118 Est. Cost $43.16 Unrealized +10.1%
SRE SEMPRA ENERGY 0.2%
Value ($000) $240 Shares 2,125 Est. Cost $45.21 Unrealized +29.2%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $222 Shares 1,722 Est. Cost $127.70 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $216 Shares 1,458 Est. Cost $121.39 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $212 Shares 182 Est. Cost $64.50 Unrealized +4.4%
HRI HERC HLDGS INC 0.2%
Value ($000) $205 Shares 10,000 Est. Cost $33.58 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $192 Shares 4,227 Est. Cost $37.42 Unrealized +28.7%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $188 Shares 2,030 Est. Cost $108.07 Unrealized +15.5%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $188 Shares 2,091 Est. Cost $87.50 Unrealized +18.4%
PFE PFIZER INC 0.1%
Value ($000) $186 Shares 5,687 Est. Cost $30.03 Unrealized -14.0%
NFLX NETFLIX INC 0.1%
Value ($000) $169 Shares 449 Est. Cost $29.65 Unrealized +19.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $168 Shares 145 Est. Cost $64.02 Unrealized +5.1%
WESTERN ASSET MUN PARTNERS F 0.1%
Value ($000) $164 Shares 11,970 Est. Cost $13.70 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $163 Shares 3,275 Est. Cost $50.42 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $162 Shares 1,923 Est. Cost $104.04 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $159 Shares 4,047 Est. Cost $36.91 Unrealized -0.7%
TFC TRUIST FINL CORP 0.1%
Value ($000) $154 Shares 4,986 Est. Cost $40.89 Unrealized -12.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $153 Shares 4,037 Est. Cost $52.35 Unrealized -19.6%
SCZ ISHARES TR 0.1%
Value ($000) $153 Shares 3,418 Est. Cost $51.91 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $151 Shares 16,826 Est. Cost $15.67 Unrealized -16.2%
ZTO ZTO EXPRESS CAYMAN INC 0.1%
Value ($000) $150 Shares 5,650 Est. Cost $23.36 Unrealized
BIOSPECIFICS TECHNOLOGIES CO 0.1%
Value ($000) $147 Shares 2,604 Est. Cost $60.66 Unrealized
PROSHARES TR 0.1%
Value ($000) $147 Shares 5,300 Est. Cost $27.74 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $140 Shares 1,165 Est. Cost $104.74 Unrealized +7.7%
TIP ISHARES TR 0.1%
Value ($000) $138 Shares 1,170 Est. Cost $116.24 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $132 Shares 558 Est. Cost $236.56 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $128 Shares 1,713 Est. Cost $112.17 Unrealized +6.7%
MA MASTERCARD INC 0.1%
Value ($000) $126 Shares 523 Est. Cost $272.58 Unrealized +5.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $125 Shares 1,719 Est. Cost $84.74 Unrealized -10.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $123 Shares 1,876 Est. Cost $59.25 Unrealized +19.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $115 Shares 461 Est. Cost $236.60 Unrealized +5.5%
FEDERATED PREM MUN INC FD 0.1%
Value ($000) $112 Shares 8,561 Est. Cost $13.08 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $110 Shares 947 Est. Cost $123.01 Unrealized -7.8%
NKE NIKE INC 0.1%
Value ($000) $108 Shares 1,311 Est. Cost $86.80 Unrealized -1.0%
ARGO GROUP INTL HLDGS LTD 0.1%
Value ($000) $100 Shares 2,686 Est. Cost $65.90 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $100 Shares 1,309 Est. Cost $64.63 Unrealized +4.0%
IWN ISHARES TR 0.1%
Value ($000) $98 Shares 1,200 Est. Cost $128.33 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $96 Shares 1,000 Est. Cost $130.00 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $96 Shares 872 Est. Cost $105.24 Unrealized -1.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $95 Shares 573 Est. Cost $171.92 Unrealized -0.0%
AAXJ ISHARES TR 0.1%
Value ($000) $93 Shares 1,565 Est. Cost $73.48 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $86 Shares 6,547 Est. Cost $12.13 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $85 Shares 1,717 Est. Cost $50.67 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $85 Shares 435 Est. Cost $203.76 Unrealized
PACWEST BANCORP DEL 0.1%
Value ($000) $84 Shares 4,693 Est. Cost $38.35 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $84 Shares 1,093 Est. Cost $67.55 Unrealized -3.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $84 Shares 249 Est. Cost $324.81 Unrealized +3.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $82 Shares 1,550 Est. Cost $42.80 Unrealized +1.2%
EFA ISHARES TR 0.1%
Value ($000) $81 Shares 1,511 Est. Cost $69.49 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $81 Shares 434 Est. Cost $194.65 Unrealized -2.3%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $79 Shares 135 Est. Cost $58.38 Unrealized +11.6%
NEOG NEOGEN CORP 0.1%
Value ($000) $77 Shares 1,146 Est. Cost $32.88 Unrealized -0.2%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $77 Shares 2,304 Est. Cost $40.32 Unrealized -4.1%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $75 Shares 341 Est. Cost $281.40 Unrealized
DNP SELECT INCOME FD 0.1%
Value ($000) $73 Shares 7,445 Est. Cost $12.76 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $73 Shares 1,262 Est. Cost $75.37 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $72 Shares 535 Est. Cost $151.07 Unrealized -10.8%
IJR ISHARES TR 0.0%
Value ($000) $66 Shares 1,168 Est. Cost $70.13 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $66 Shares 971 Est. Cost $72.86 Unrealized -1.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $64 Shares 688 Est. Cost $92.83 Unrealized -11.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $60 Shares 640 Est. Cost $47.17 Unrealized +1.3%
SPSM SPDR SER TR 0.0%
Value ($000) $59 Shares 2,720 Est. Cost $21.69 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $58 Shares 470 Est. Cost $127.66 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $58 Shares 402 Est. Cost $157.55 Unrealized +7.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $58 Shares 668 Est. Cost $95.06 Unrealized +2.4%
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $57 Shares 2,065 Est. Cost $27.60 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $55 Shares 700 Est. Cost $75.30 Unrealized +0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $53 Shares 204 Est. Cost $297.06 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $63.90 Unrealized +7.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $52 Shares 171 Est. Cost $317.50 Unrealized -0.6%
CERNER CORP 0.0%
Value ($000) $51 Shares 802 Est. Cost $73.57 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $50 Shares 895 Est. Cost $60.26 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $49 Shares 1,161 Est. Cost $59.26 Unrealized -8.6%
LLY LILLY ELI & CO 0.0%
Value ($000) $47 Shares 337 Est. Cost $107.55 Unrealized +19.2%
MMM 3M CO 0.0%
Value ($000) $46 Shares 336 Est. Cost $111.76 Unrealized -5.2%
F FORD MTR CO DEL 0.0%
Value ($000) $46 Shares 9,614 Est. Cost $6.56 Unrealized -13.8%
WMT WALMART INC 0.0%
Value ($000) $45 Shares 400 Est. Cost $36.38 Unrealized -2.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $44 Shares 333 Est. Cost $155.87 Unrealized -7.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $43 Shares 645 Est. Cost $59.11 Unrealized +4.1%
BHP BHP GROUP LTD 0.0%
Value ($000) $43 Shares 1,177 Est. Cost $54.59 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $42 Shares 1,820 Est. Cost $24.18 Unrealized
FIRST TR HIGH INCOME L/S FD 0.0%
Value ($000) $42 Shares 3,459 Est. Cost $15.61 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $41 Shares 265 Est. Cost $187.30 Unrealized -1.6%
NVS NOVARTIS A G 0.0%
Value ($000) $41 Shares 494 Est. Cost $94.54 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $40 Shares 747 Est. Cost $94.07 Unrealized -10.1%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $40 Shares 1,150 Est. Cost $58.82 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $40 Shares 980 Est. Cost $65.81 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $71.77 Unrealized -1.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $39 Shares 454 Est. Cost $110.13 Unrealized -2.3%
AVGO BROADCOM INC 0.0%
Value ($000) $39 Shares 166 Est. Cost $25.89 Unrealized -6.2%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $38 Shares 297 Est. Cost $109.25 Unrealized +2.6%
IJJ ISHARES TR 0.0%
Value ($000) $37 Shares 336 Est. Cost $171.08 Unrealized
RAYTHEON CO 0.0%
Value ($000) $37 Shares 284 Est. Cost $220.68 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $37 Shares 400 Est. Cost $102.09 Unrealized +2.0%
UNP UNION PAC CORP 0.0%
Value ($000) $36 Shares 254 Est. Cost $148.91 Unrealized -2.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $36 Shares 716 Est. Cost $46.07 Unrealized +1.4%
DWS STRATEGIC MUN INCOME TR 0.0%
Value ($000) $36 Shares 3,500 Est. Cost $10.29 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $36 Shares 2,455 Est. Cost $14.66 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $36 Shares 185 Est. Cost $22.65 Unrealized +14.3%
MCI BARINGS CORPORATE INVS 0.0%
Value ($000) $36 Shares 3,100 Est. Cost $11.61 Unrealized
INTU INTUIT 0.0%
Value ($000) $35 Shares 150 Est. Cost $253.78 Unrealized +2.8%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $35 Shares 255 Est. Cost $99.45 Unrealized +4.3%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $35 Shares 2,881 Est. Cost $28.22 Unrealized -19.4%
DEO DIAGEO P L C 0.0%
Value ($000) $34 Shares 264 Est. Cost $169.41 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $34 Shares 130 Est. Cost $323.08 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $34 Shares 6,800 Est. Cost $7.15 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $33 Shares 455 Est. Cost $98.90 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $32 Shares 579 Est. Cost $60.45 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $32 Shares 1,800 Est. Cost $22.05 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $32 Shares 392 Est. Cost $73.38 Unrealized +4.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $32 Shares 178 Est. Cost $177.58 Unrealized +2.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $32 Shares 228 Est. Cost $125.76 Unrealized +4.4%
LOW LOWES COS INC 0.0%
Value ($000) $32 Shares 375 Est. Cost $102.36 Unrealized -4.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $31 Shares 385 Est. Cost $74.24 Unrealized +3.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $31 Shares 262 Est. Cost $108.00 Unrealized +6.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $31 Shares 651 Est. Cost $54.60 Unrealized -2.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $31 Shares 917 Est. Cost $24.51 Unrealized -25.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $31 Shares 2,333 Est. Cost $37.76 Unrealized -6.5%
PPL PPL CORP 0.0%
Value ($000) $31 Shares 1,240 Est. Cost $25.91 Unrealized -2.7%
TG TREDEGAR CORP 0.0%
Value ($000) $30 Shares 1,950 Est. Cost $12.83 Unrealized -10.7%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 434 Est. Cost $92.59 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $30 Shares 778 Est. Cost $63.37 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $29 Shares 546 Est. Cost $87.91 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $29 Shares 610 Est. Cost $43.83 Unrealized +1.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $28 Shares 143 Est. Cost $170.95 Unrealized -2.5%
DOCU DOCUSIGN INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $78.47 Unrealized +2.5%
EXEL EXELIXIS INC 0.0%
Value ($000) $28 Shares 1,650 Est. Cost $16.95 Unrealized +7.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $28 Shares 3,561 Est. Cost $10.35 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $28 Shares 867 Est. Cost $59.57 Unrealized
COLUMBIA SELIGM PREM TECH GR 0.0%
Value ($000) $28 Shares 1,606 Est. Cost $23.18 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $28 Shares 133 Est. Cost $241.00 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $27 Shares 221 Est. Cost $135.91 Unrealized -7.2%
PILL DIREXION SHS ETF TR 0.0%
Value ($000) $27 Shares 2,705 Est. Cost $9.98 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $27 Shares 960 Est. Cost $27.70 Unrealized -3.0%
TSLA TESLA INC 0.0%
Value ($000) $27 Shares 51 Est. Cost $41.46 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $27 Shares 2,597 Est. Cost $13.98 Unrealized -11.0%
IJH ISHARES TR 0.0%
Value ($000) $27 Shares 185 Est. Cost $205.41 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $26 Shares 438 Est. Cost $51.71 Unrealized +4.9%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $26 Shares 2,405 Est. Cost $9.94 Unrealized -3.7%
ADBE ADOBE INC 0.0%
Value ($000) $25 Shares 80 Est. Cost $294.23 Unrealized +16.3%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 318 Est. Cost $91.51 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $25 Shares 175 Est. Cost $222.86 Unrealized
DOW DOW INC 0.0%
Value ($000) $25 Shares 861 Est. Cost $36.70 Unrealized -16.7%
SPLV INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $24 Shares 516 Est. Cost $57.69 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $24 Shares 333 Est. Cost $62.41 Unrealized +1.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $24 Shares 178 Est. Cost $144.36 Unrealized -1.7%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $24 Shares 259 Est. Cost $150.38 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 540 Est. Cost $58.72 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $23 Shares 50 Est. Cost $180.64 Unrealized -5.2%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $23 Shares 308 Est. Cost $59.30 Unrealized +10.2%
USB US BANCORP DEL 0.0%
Value ($000) $23 Shares 663 Est. Cost $43.33 Unrealized -14.1%
BP BP PLC 0.0%
Value ($000) $23 Shares 960 Est. Cost $37.50 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $22 Shares 243 Est. Cost $94.20 Unrealized +0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $22 Shares 165 Est. Cost $136.29 Unrealized +3.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $22 Shares 426 Est. Cost $63.73 Unrealized -7.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $22 Shares 349 Est. Cost $70.68 Unrealized -4.6%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $21 Shares 469 Est. Cost $59.70 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $21 Shares 255 Est. Cost $124.59 Unrealized -12.0%
CTVA CORTEVA INC 0.0%
Value ($000) $20 Shares 861 Est. Cost $24.50 Unrealized +4.4%
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $20 Shares 475 Est. Cost $43.50 Unrealized -5.3%
FS KKR CAPITAL CORP 0.0%
Value ($000) $20 Shares 6,700 Est. Cost $6.13 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $20 Shares 2,221 Est. Cost $11.49 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $20 Shares 466 Est. Cost $44.81 Unrealized +3.2%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $20 Shares 15 Est. Cost $1849.45 Unrealized -6.7%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $19 Shares 556 Est. Cost $61.55 Unrealized -16.7%
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $19 Shares 1,328 Est. Cost $14.31 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $19 Shares 529 Est. Cost $26.02 Unrealized -2.1%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $19 Shares 440 Est. Cost $57.89 Unrealized -1.8%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $19 Shares 1,460 Est. Cost $16.44 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $19 Shares 188 Est. Cost $103.55 Unrealized -1.9%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 330 Est. Cost $81.82 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $19 Shares 525 Est. Cost $42.12 Unrealized
GLW CORNING INC 0.0%
Value ($000) $18 Shares 861 Est. Cost $24.43 Unrealized -9.6%
IWP ISHARES TR 0.0%
Value ($000) $18 Shares 152 Est. Cost $151.32 Unrealized
KELLOGG CO 0.0%
Value ($000) $18 Shares 298 Est. Cost $48.55 Unrealized +2.1%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $18 Shares 390 Est. Cost $42.09 Unrealized +7.5%
ETF MANAGERS TR 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.80 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $18 Shares 292 Est. Cost $116.81 Unrealized -7.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $18 Shares 108 Est. Cost $178.42 Unrealized -0.8%
CREDIT SUISSE AG NASSAU BRH 0.0%
Value ($000) $18 Shares 56 Est. Cost $321.43 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $18 Shares 405 Est. Cost $73.62 Unrealized -22.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $18 Shares 485 Est. Cost $62.70 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $17 Shares 395 Est. Cost $56.71 Unrealized -9.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $17 Shares 249 Est. Cost $87.95 Unrealized -5.0%
ETN EATON CORP PLC 0.0%
Value ($000) $17 Shares 214 Est. Cost $80.43 Unrealized +2.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $17 Shares 129 Est. Cost $151.83 Unrealized +2.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $17 Shares 557 Est. Cost $47.16 Unrealized -13.1%
TGT TARGET CORP 0.0%
Value ($000) $17 Shares 180 Est. Cost $99.07 Unrealized -4.1%
IJK ISHARES TR 0.0%
Value ($000) $17 Shares 95 Est. Cost $237.84 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $17 Shares 307 Est. Cost $45.19 Unrealized +7.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 193 Est. Cost $103.47 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $16 Shares 301 Est. Cost $87.36 Unrealized -27.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $16 Shares 275 Est. Cost $60.39 Unrealized
TNDM TANDEM DIABETES CARE INC 0.0%
Value ($000) $16 Shares 250 Est. Cost $61.67 Unrealized +13.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $16 Shares 38 Est. Cost $33.82 Unrealized +33.3%
IWF ISHARES TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $180.00 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $15 Shares 800 Est. Cost $27.86 Unrealized -14.4%
XBI SPDR SER TR 0.0%
Value ($000) $15 Shares 200 Est. Cost $95.00 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $15 Shares 85 Est. Cost $124.55 Unrealized +11.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $15 Shares 80 Est. Cost $78.09 Unrealized -7.6%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $15 Shares 1,355 Est. Cost $13.86 Unrealized -11.5%
ICUI ICU MED INC 0.0%
Value ($000) $15 Shares 75 Est. Cost $172.09 Unrealized +11.8%
BAB INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $15 Shares 500 Est. Cost $32.00 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $15 Shares 510 Est. Cost $33.33 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $15 Shares 252 Est. Cost $72.53 Unrealized -5.0%
NUVEEN MULTI MKT INCOME FD 0.0%
Value ($000) $15 Shares 2,400 Est. Cost $6.25 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $23.01 Unrealized 0.0%
VOYA PRIME RATE TR 0.0%
Value ($000) $15 Shares 4,147 Est. Cost $5.10 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $14 Shares 371 Est. Cost $28.79 Unrealized -4.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 Shares 424 Est. Cost $40.19 Unrealized
LKNCY LUCKIN COFFEE INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $40.00 Unrealized
STAMPS COM INC 0.0%
Value ($000) $14 Shares 109 Est. Cost $82.57 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $14 Shares 500 Est. Cost $32.00 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $14 Shares 459 Est. Cost $31.89 Unrealized -10.6%
RIO RIO TINTO PLC 0.0%
Value ($000) $14 Shares 300 Est. Cost $59.09 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $14 Shares 289 Est. Cost $62.82 Unrealized -8.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $14 Shares 107 Est. Cost $143.91 Unrealized -5.1%
CANOPY GROWTH CORP 0.0%
Value ($000) $13 Shares 891 Est. Cost $21.32 Unrealized
IOSP INNOSPEC INC 0.0%
Value ($000) $13 Shares 191 Est. Cost $87.47 Unrealized -4.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $13 Shares 55 Est. Cost $50.17 Unrealized +8.2%
SCI SERVICE CORP INTL 0.0%
Value ($000) $13 Shares 340 Est. Cost $45.11 Unrealized +3.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $12 Shares 362 Est. Cost $37.01 Unrealized -2.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $12 Shares 118 Est. Cost $112.39 Unrealized -4.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $12 Shares 122 Est. Cost $103.97 Unrealized +5.9%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $18.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $12 Shares 24 Est. Cost $187.24 Unrealized -2.2%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $12 Shares 513 Est. Cost $29.45 Unrealized
XILINX INC 0.0%
Value ($000) $12 Shares 160 Est. Cost $90.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $12 Shares 41 Est. Cost $298.40 Unrealized +4.1%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $11 Shares 65 Est. Cost $169.23 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $11 Shares 326 Est. Cost $39.09 Unrealized +0.2%
LAZARD LTD 0.0%
Value ($000) $11 Shares 485 Est. Cost $39.18 Unrealized
MET METLIFE INC 0.0%
Value ($000) $11 Shares 358 Est. Cost $39.33 Unrealized -7.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $11 Shares 112 Est. Cost $117.56 Unrealized -6.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $11 Shares 77 Est. Cost $168.67 Unrealized -5.1%
IMCB ISHARES TR 0.0%
Value ($000) $11 Shares 74 Est. Cost $212.77 Unrealized
FHLC FIDELITY COVINGTON TR 0.0%
Value ($000) $11 Shares 245 Est. Cost $50.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $10 Shares 700 Est. Cost $28.57 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $10 Shares 16 Est. Cost $520.96 Unrealized +2.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $10 Shares 311 Est. Cost $41.04 Unrealized -4.8%
IHS MARKIT LTD 0.0%
Value ($000) $10 Shares 171 Est. Cost $75.14 Unrealized
ZYNGA INC 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $6.00 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $10 Shares 64 Est. Cost $170.78 Unrealized +7.5%
NVCR NOVOCURE LTD 0.0%
Value ($000) $10 Shares 150 Est. Cost $79.03 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $10 Shares 345 Est. Cost $54.09 Unrealized -11.2%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 66 Est. Cost $198.53 Unrealized
FISV FISERV INC 0.0%
Value ($000) $10 Shares 105 Est. Cost $110.41 Unrealized +0.6%
TLT ISHARES TR 0.0%
Value ($000) $10 Shares 61 Est. Cost $163.93 Unrealized
SMTC CORP 0.0%
Value ($000) $9 Shares 4,000 Est. Cost $3.50 Unrealized
ALPS ETF TR 0.0%
Value ($000) $9 Shares 2,751 Est. Cost $6.64 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 90 Est. Cost $130.43 Unrealized
BLACKROCK UTILITIES INFRSTRC 0.0%
Value ($000) $9 Shares 500 Est. Cost $22.00 Unrealized
CBRE CLARION GLOBAL REAL EST 0.0%
Value ($000) $9 Shares 1,802 Est. Cost $7.83 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 90 Est. Cost $122.22 Unrealized
CHINA MOBILE LIMITED 0.0%
Value ($000) $9 Shares 249 Est. Cost $44.18 Unrealized
VAC MARRIOTT VACTINS WORLDWID CO 0.0%
Value ($000) $9 Shares 153 Est. Cost $117.07 Unrealized -11.3%
TOTAL S.A. 0.0%
Value ($000) $9 Shares 235 Est. Cost $55.32 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $9 Shares 515 Est. Cost $20.89 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $9 Shares 65 Est. Cost $98.68 Unrealized 0.0%
VIACOMCBS INC 0.0%
Value ($000) $8 Shares 544 Est. Cost $41.93 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $8 Shares 318 Est. Cost $45.81 Unrealized -17.3%
LINDE PLC 0.0%
Value ($000) $8 Shares 47 Est. Cost $215.05 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $8 Shares 77 Est. Cost $161.97 Unrealized
SUNPOWER CORP 0.0%
Value ($000) $8 Shares 1,668 Est. Cost $7.79 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $8 Shares 383 Est. Cost $47.69 Unrealized -13.6%
ECL ECOLAB INC 0.0%
Value ($000) $7 Shares 46 Est. Cost $176.33 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $7 Shares 124 Est. Cost $54.25 Unrealized +11.8%
PPG PPG INDS INC 0.0%
Value ($000) $7 Shares 83 Est. Cost $105.51 Unrealized -6.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $7 Shares 32 Est. Cost $224.95 Unrealized 0.0%
PEOPLES UTD FINL INC 0.0%
Value ($000) $7 Shares 600 Est. Cost $16.67 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $7 Shares 218 Est. Cost $55.05 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $7 Shares 15 Est. Cost $410.21 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 58 Est. Cost $168.32 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.46 Unrealized +20.2%
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $7 Shares 720 Est. Cost $12.50 Unrealized
GLOBAL BLOOD THERAPEUTICS IN 0.0%
Value ($000) $7 Shares 140 Est. Cost $78.57 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $7 Shares 133 Est. Cost $67.67 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $6 Shares 75 Est. Cost $104.72 Unrealized +1.3%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $6 Shares 170 Est. Cost $47.42 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $6 Shares 36 Est. Cost $169.86 Unrealized +4.5%
CSX CSX CORP 0.0%
Value ($000) $6 Shares 105 Est. Cost $21.78 Unrealized -1.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $6 Shares 70 Est. Cost $92.57 Unrealized -2.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $6 Shares 99 Est. Cost $57.02 Unrealized
DE DEERE & CO 0.0%
Value ($000) $6 Shares 40 Est. Cost $157.96 Unrealized -7.8%
CYPRESS SEMICONDUCTOR CORP 0.0%
Value ($000) $6 Shares 250 Est. Cost $24.00 Unrealized
ZUORA INC 0.0%
Value ($000) $6 Shares 800 Est. Cost $13.75 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $6 Shares 141 Est. Cost $46.47 Unrealized 0.0%
TRU TRANSUNION 0.0%
Value ($000) $5 Shares 73 Est. Cost $80.90 Unrealized +3.8%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $5 Shares 44 Est. Cost $136.36 Unrealized
ALEC ALECTOR INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $17.00 Unrealized +49.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $194.15 Unrealized +1.5%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 30 Est. Cost $188.89 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $5 Shares 110 Est. Cost $44.44 Unrealized +0.3%
AON PLC 0.0%
Value ($000) $5 Shares 30 Est. Cost $209.30 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 118 Est. Cost $23.85 Unrealized -11.3%
WDAY WORKDAY INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $168.48 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $282.61 Unrealized
SOLENO THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.50 Unrealized
ALC ALCON INC 0.0%
Value ($000) $5 Shares 97 Est. Cost $56.46 Unrealized +0.4%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $5 Shares 84 Est. Cost $106.50 Unrealized -19.2%
RY ROYAL BK CDA 0.0%
Value ($000) $5 Shares 85 Est. Cost $80.55 Unrealized -7.9%
RACE FERRARI N V 0.0%
Value ($000) $5 Shares 35 Est. Cost $161.78 Unrealized -0.3%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $5 Shares 220 Est. Cost $27.27 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $5 Shares 70 Est. Cost $86.19 Unrealized -12.8%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $5 Shares 95 Est. Cost $80.62 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $333.07 Unrealized +2.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $246.86 Unrealized +5.8%
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $5 Shares 565 Est. Cost $10.09 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $279.63 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $5 Shares 35 Est. Cost $177.66 Unrealized -6.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $5 Shares 61 Est. Cost $72.71 Unrealized 0.0%
DIREXION SHS ETF TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $5 Shares 40 Est. Cost $118.59 Unrealized +3.8%
FHI FEDERATED HERMES INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $24.55 Unrealized -8.4%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.46 Unrealized
BMO BANK MONTREAL 0.0%
Value ($000) $5 Shares 100 Est. Cost $57.88 Unrealized -9.0%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $4 Shares 813 Est. Cost $7.64 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $4 Shares 280 Est. Cost $18.91 Unrealized -11.9%
IGHG PROSHARES TR 0.0%
Value ($000) $4 Shares 61 Est. Cost $81.97 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $4 Shares 795 Est. Cost $5.03 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $4 Shares 120 Est. Cost $37.69 Unrealized 0.0%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $24.97 Unrealized +1.0%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $4 Shares 37 Est. Cost $139.20 Unrealized -6.0%
IEX IDEX CORP 0.0%
Value ($000) $4 Shares 30 Est. Cost $150.29 Unrealized -2.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $147.58 Unrealized 0.0%
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 81 Est. Cost $74.07 Unrealized
UBS AG LONDON BRANCH 0.0%
Value ($000) $4 Shares 600 Est. Cost $6.67 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $431.37 Unrealized +5.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $249.33 Unrealized 0.0%
AURORA CANNABIS INC 0.0%
Value ($000) $4 Shares 4,399 Est. Cost $2.11 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $4 Shares 211 Est. Cost $23.11 Unrealized -8.4%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $108.11 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $4 Shares 20 Est. Cost $183.82 Unrealized +7.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $4 Shares 545 Est. Cost $16.31 Unrealized -19.4%
MKL MARKEL CORP 0.0%
Value ($000) $4 Shares 4 Est. Cost $1138.97 Unrealized +0.4%
DEM WISDOMTREE TR 0.0%
Value ($000) $4 Shares 115 Est. Cost $43.48 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $87.05 Unrealized +3.7%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $40.00 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.00 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $4 Shares 36 Est. Cost $130.40 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $4 Shares 37 Est. Cost $165.08 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $4 Shares 125 Est. Cost $37.43 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $142.23 Unrealized 0.0%
SPYV SPDR SER TR 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $4 Shares 79 Est. Cost $50.47 Unrealized 0.0%
SERES THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.00 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $3 Shares 79 Est. Cost $36.33 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.53 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 75 Est. Cost $54.60 Unrealized -5.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $3 Shares 38 Est. Cost $93.73 Unrealized 0.0%
AGNG GLOBAL X FDS 0.0%
Value ($000) $3 Shares 165 Est. Cost $24.24 Unrealized
IEO ISHARES TR 0.0%
Value ($000) $3 Shares 140 Est. Cost $57.14 Unrealized
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $3 Shares 800 Est. Cost $6.19 Unrealized 0.0%
SMG SCOTTS MIRACLE GRO CO 0.0%
Value ($000) $3 Shares 30 Est. Cost $81.09 Unrealized +8.1%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 115 Est. Cost $35.53 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.50 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $3 Shares 58 Est. Cost $44.01 Unrealized -3.1%
GEL GENESIS ENERGY L P 0.0%
Value ($000) $3 Shares 750 Est. Cost $20.00 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $144.62 Unrealized 0.0%
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $3 Shares 560 Est. Cost $8.93 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $60.01 Unrealized +1.2%
IMMUNOGEN INC 0.0%
Value ($000) $3 Shares 900 Est. Cost $5.56 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $32.57 Unrealized 0.0%
ENDO INTL PLC 0.0%
Value ($000) $3 Shares 689 Est. Cost $4.35 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $3 Shares 29 Est. Cost $118.64 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $179.87 Unrealized -8.9%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $3 Shares 525 Est. Cost $9.45 Unrealized
ATRECA INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ENSTAR GROUP LIMITED 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
CRMT AMERICAS CAR MART INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $96.77 Unrealized +1.1%
APACHE CORP 0.0%
Value ($000) $2 Shares 504 Est. Cost $25.79 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 21 Est. Cost $127.66 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $139.45 Unrealized -3.9%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $327.01 Unrealized 0.0%
DELAWARE INVT NAT MUNI INC F 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 54 Est. Cost $55.56 Unrealized
DIREXION SHS ETF TR 0.0%
Value ($000) $2 Shares 292 Est. Cost $6.85 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $2 Shares 70 Est. Cost $37.10 Unrealized -11.1%
MATCH GROUP INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
JACOBS ENGR GROUP INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $100.00 Unrealized
TCR2 THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 117 Est. Cost $20.77 Unrealized 0.0%
XSW SPDR SER TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.25 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $119.08 Unrealized 0.0%
IRBTQ IROBOT CORP 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.21 Unrealized -4.4%
GOSS GOSSAMER BIO INC 0.0%
Value ($000) $2 Shares 180 Est. Cost $20.14 Unrealized -35.2%
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $2 Shares 14 Est. Cost $61.91 Unrealized -0.2%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.67 Unrealized -5.6%
ROKU ROKU INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $115.11 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $98.38 Unrealized -0.6%
DBX DROPBOX INC 0.0%
Value ($000) $2 Shares 86 Est. Cost $18.84 Unrealized -3.5%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $2 Shares 337 Est. Cost $11.87 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $2 Shares 68 Est. Cost $54.92 Unrealized -13.4%
HARPOON THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $2 Shares 33 Est. Cost $123.07 Unrealized -11.2%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $2 Shares 243 Est. Cost $13.06 Unrealized 0.0%
IAC INTERACTIVECORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
NUVEEN PA MUN VALUE FD 0.0%
Value ($000) $2 Shares 122 Est. Cost $16.39 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $108.33 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.47 Unrealized 0.0%
CALX CALIX INC 0.0%
Value ($000) $2 Shares 319 Est. Cost $7.45 Unrealized +13.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 200 Est. Cost $18.78 Unrealized -16.8%
FIRST TR INTER DUR PFD & IN 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $1 Shares 128 Est. Cost $15.63 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.64 Unrealized -3.4%
PRECISION BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $15.00 Unrealized
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.68 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.60 Unrealized 0.0%
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $79.21 Unrealized -22.5%
LEA LEAR CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $102.39 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
MOMO INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
APHRIA INC 0.0%
Value ($000) $1 Shares 365 Est. Cost $6.13 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
VIRTUS TOTAL RETURN FUND INC 0.0%
Value ($000) $1 Shares 151 Est. Cost $13.25 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $1 Shares 54 Est. Cost $18.52 Unrealized
LOGICBIO THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
SGOL ABERDEEN STD GOLD ETF TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $23.81 Unrealized +25.8%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
GULFPORT ENERGY CORP 0.0%
Value ($000) $1 Shares 1,240 Est. Cost $1.42 Unrealized
KLDO KALEIDO BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.36 Unrealized +2.7%
GROUPON INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
SWITCH INC 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.27 Unrealized +7.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 33 Est. Cost $22.63 Unrealized -8.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $91.57 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $148.15 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $17.92 Unrealized -22.7%
SEACOR HOLDINGS INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $37.74 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 55 Est. Cost $30.72 Unrealized -17.7%
HPQ HP INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $15.31 Unrealized +7.7%
STEMLINE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
SGDM SPROTT ETF TR 0.0%
Value ($000) $0 Shares 23 Est. Cost $43.48 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 315 Est. Cost Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.60 Unrealized +1.0%
LPG DORIAN LPG LTD 0.0%
Value ($000) $0 Shares 11 Est. Cost $13.17 Unrealized -10.3%
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.26 Unrealized -36.7%
REAL THE REALREAL INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $13.62 Unrealized 0.0%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
SMHI SEACOR MARINE HLDGS INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $8.80 Unrealized 0.0%
TAILORED BRANDS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $6.67 Unrealized
SENECA BIOPHARMA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.80 Unrealized -4.4%
NORDSTROM INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
WYNDHAM DESTINATIONS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $34.97 Unrealized -9.1%
CRON CRONOS GROUP INC 0.0%
Value ($000) $0 Shares 51 Est. Cost $7.65 Unrealized -13.1%
TBCH TURTLE BEACH CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.81 Unrealized -27.7%
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 55 Est. Cost $19.77 Unrealized -33.7%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.36 Unrealized -7.1%
LIPOCINE INC NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
TIVO CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
AMERICAN FIN TR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
WELLS FARGO INCOME OPPORTUNI 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.69 Unrealized +7.0%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.21 Unrealized -17.5%
NOBLE CORP PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
MALLINCKRODT PUB LTD CO 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost $12.93 Unrealized -9.5%
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.49 Unrealized -0.2%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.18 Unrealized -9.2%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 53 Est. Cost Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.56 Unrealized -8.5%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 1 Est. Cost $460.22 Unrealized +6.3%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.00 Unrealized -12.2%
ERA GROUP INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $18.87 Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 80 Est. Cost Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 75 Est. Cost $5.49 Unrealized -1.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $92.75 Unrealized +4.7%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.38 Unrealized -17.1%
RESOLUTE FST PRODS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 36 Est. Cost $36.00 Unrealized -16.5%
PCY INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LOCO EL POLLO LOCO HLDGS INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $13.97 Unrealized -8.9%