RPG Investment Advisory, LLC Diversified Active

CIK: 0001666664 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 21, 2020

Total Value ($000): $353,217 (100.0% shares, 0.0% debt)

Holdings (279)

CVX Chevron Corporation Com 4.4%
Value ($000) $15,378 Shares 212,228 Est. Cost $67.90 Unrealized +11.9%
NVDA Nvidia Corp Com 2.7%
Value ($000) $9,479 Shares 35,958 Est. Cost $4.78 Unrealized +31.4%
GOOG Alphabet Inc Com Cl C 2.6%
Value ($000) $9,050 Shares 7,783 Est. Cost $57.49 Unrealized +17.1%
MSFT Microsoft Corp Com 2.5%
Value ($000) $8,892 Shares 56,380 Est. Cost $147.95 Unrealized +5.7%
FXI Ishares Trust China Lg Cap Etf 2.5%
Value ($000) $8,730 Shares 232,547 Est. Cost $43.01 Unrealized
AAPL Apple Inc Com 2.4%
Value ($000) $8,633 Shares 33,949 Est. Cost $35.50 Unrealized +100.2%
GILD Gilead Sciences Inc Com 2.4%
Value ($000) $8,392 Shares 112,251 Est. Cost $60.48 Unrealized -9.2%
IEMG Ishares Inc Core Msci Emkt Etf 2.3%
Value ($000) $8,113 Shares 200,481 Est. Cost $53.29 Unrealized
VZ Verizon Communications Com 2.3%
Value ($000) $8,056 Shares 149,939 Est. Cost $31.49 Unrealized +30.3%
BABA Alibaba Group Holding Ltd Adr Sponsored 2.3%
Value ($000) $7,960 Shares 40,930 Est. Cost $152.75 Unrealized
CSCO Cisco Systems Inc Com 2.1%
Value ($000) $7,412 Shares 188,547 Est. Cost $36.46 Unrealized +0.6%
TGT Target Corp Com 2.1%
Value ($000) $7,345 Shares 79,002 Est. Cost $94.98 Unrealized 0.0%
KHC Kraft Heinz Co Com 2.0%
Value ($000) $7,154 Shares 289,163 Est. Cost $20.70 Unrealized -0.1%
EPI Wisdomtree Trust India Erngs Fd Etf 2.0%
Value ($000) $6,928 Shares 427,658 Est. Cost $25.49 Unrealized
AMZN Amazon Com Inc Com 1.9%
Value ($000) $6,803 Shares 3,489 Est. Cost $82.41 Unrealized +17.4%
CVS Cvs Health Corporation Com 1.8%
Value ($000) $6,202 Shares 104,539 Est. Cost $46.79 Unrealized +18.2%
T At T Inc Com 1.7%
Value ($000) $5,962 Shares 204,512 Est. Cost $15.16 Unrealized +19.9%
IBM International Bus Mach Corp Com 1.7%
Value ($000) $5,930 Shares 53,461 Est. Cost $97.42 Unrealized +0.9%
Xilinx Inc Com 1.7%
Value ($000) $5,862 Shares 75,218 Est. Cost $82.86 Unrealized
OHI Omega Healthcare Investors Com 1.6%
Value ($000) $5,809 Shares 218,879 Est. Cost $32.59 Unrealized
ABBV Abbvie Inc Com 1.6%
Value ($000) $5,667 Shares 74,381 Est. Cost $58.72 Unrealized +14.4%
XOM Exxon Mobil Corporation Com 1.6%
Value ($000) $5,482 Shares 144,375 Est. Cost $53.51 Unrealized -21.3%
SBRA Sabra Health Care Reit Inc Com 1.5%
Value ($000) $5,446 Shares 498,740 Est. Cost $19.59 Unrealized
COR Amerisourcebergen Corp 1.5%
Value ($000) $5,443 Shares 61,507 Est. Cost $70.34 Unrealized +6.1%
CAT Caterpillar Inc Com 1.5%
Value ($000) $5,339 Shares 46,013 Est. Cost $128.49 Unrealized -11.8%
MRK Merck Co Inc Com 1.5%
Value ($000) $5,321 Shares 69,163 Est. Cost $44.09 Unrealized +47.6%
DIS Walt Disney Company 1.5%
Value ($000) $5,315 Shares 55,019 Est. Cost $100.21 Unrealized +23.3%
LOW Lowes Companies Inc Com 1.5%
Value ($000) $5,251 Shares 61,021 Est. Cost $85.59 Unrealized +14.8%
Cyberark Software Ltd Com 1.5%
Value ($000) $5,246 Shares 61,311 Est. Cost $85.56 Unrealized
SBUX Starbucks Corp Com 1.4%
Value ($000) $5,119 Shares 77,863 Est. Cost $74.14 Unrealized -4.2%
NOC Northrop Grumman Corp Com 1.4%
Value ($000) $5,088 Shares 16,817 Est. Cost $265.74 Unrealized +18.7%
IDV Ishares Trust Intl Sel Div Etf 1.4%
Value ($000) $5,003 Shares 221,350 Est. Cost $29.93 Unrealized
ISRG Intuitive Surgical Inc Com 1.4%
Value ($000) $4,991 Shares 10,078 Est. Cost $171.52 Unrealized +6.8%
EWG Ishares Inc Msci Germany Etf 1.4%
Value ($000) $4,826 Shares 224,685 Est. Cost $27.46 Unrealized
PWR Quanta Services Com 1.2%
Value ($000) $4,405 Shares 138,815 Est. Cost $36.66 Unrealized 0.0%
QCOM Qualcomm Inc Com 1.2%
Value ($000) $4,331 Shares 64,015 Est. Cost $50.97 Unrealized +41.1%
FTNT Fortinet Inc Com 1.2%
Value ($000) $4,266 Shares 42,169 Est. Cost $17.76 Unrealized +20.7%
MCD Mcdonald'S Corporation Com 1.2%
Value ($000) $4,200 Shares 25,400 Est. Cost $136.57 Unrealized +25.8%
NFLX Netflix Inc Com 1.1%
Value ($000) $4,051 Shares 10,789 Est. Cost $15.54 Unrealized +127.7%
VIAV Viavi Solutions Inc Com 1.1%
Value ($000) $4,048 Shares 361,143 Est. Cost $13.60 Unrealized 0.0%
ADBE Adobe Inc Com 1.1%
Value ($000) $4,004 Shares 12,583 Est. Cost $338.82 Unrealized +1.0%
GVA Granite Construction Com 1.1%
Value ($000) $3,986 Shares 262,595 Est. Cost $45.42 Unrealized -50.6%
DLS Wisdomtree Trust Intl Smcap Div Etf 1.1%
Value ($000) $3,958 Shares 82,375 Est. Cost $70.96 Unrealized
GD General Dynamics Corp Com 1.1%
Value ($000) $3,954 Shares 29,883 Est. Cost $144.98 Unrealized 0.0%
QSR Restaurant Brands Intl Inc Com 1.1%
Value ($000) $3,952 Shares 98,723 Est. Cost $71.17 Unrealized -20.5%
GS Goldman Sachs Group Inc Com 1.1%
Value ($000) $3,943 Shares 25,507 Est. Cost $141.36 Unrealized +30.4%
KO Coca Cola Co Com 1.1%
Value ($000) $3,881 Shares 87,705 Est. Cost $33.77 Unrealized +33.3%
PSX Phillips 66 Com 1.1%
Value ($000) $3,873 Shares 72,196 Est. Cost $70.85 Unrealized -10.0%
FBT First Trust Exchange Traded Fu Ny Arca Biotech Etf 1.1%
Value ($000) $3,826 Shares 29,178 Est. Cost $147.60 Unrealized
PYPL Paypal Holdings Inc Com 1.1%
Value ($000) $3,825 Shares 39,952 Est. Cost $80.42 Unrealized +37.0%
JPM Jp Morgan Chase Co Com 1.1%
Value ($000) $3,801 Shares 42,221 Est. Cost $54.47 Unrealized +90.2%
IEFA Ishares Trust Core Msci Eafe Etf 1.0%
Value ($000) $3,672 Shares 73,609 Est. Cost $63.70 Unrealized
BAC Bank Of America Corporation Com 1.0%
Value ($000) $3,545 Shares 166,989 Est. Cost $19.86 Unrealized +30.5%
SHAK Shake Shack Inc Com Cl A 1.0%
Value ($000) $3,380 Shares 89,568 Est. Cost $71.34 Unrealized -17.0%
Crane Co Com 0.9%
Value ($000) $3,132 Shares 63,685 Est. Cost $77.18 Unrealized
United Technologies Corp Com 0.8%
Value ($000) $2,890 Shares 30,639 Est. Cost $125.23 Unrealized
BA Boeing Co Com 0.8%
Value ($000) $2,811 Shares 18,847 Est. Cost $272.83 Unrealized -0.0%
DES Wisdomtree Trust Us Smallcap Divd Etf 0.8%
Value ($000) $2,757 Shares 153,013 Est. Cost $41.26 Unrealized
BGS B G Foods Inc Com 0.8%
Value ($000) $2,682 Shares 148,232 Est. Cost $9.99 Unrealized -7.9%
KRE Spdr Series Trust S P Regl Bkg Etf 0.7%
Value ($000) $2,633 Shares 80,799 Est. Cost $58.86 Unrealized
SLB Schlumberger Limited Com 0.6%
Value ($000) $2,214 Shares 164,132 Est. Cost $44.73 Unrealized -43.5%
SVC Service Properties Trust Com Usd0 01 Sh Ben Int 0.6%
Value ($000) $2,177 Shares 403,127 Est. Cost $25.48 Unrealized
BRSL Intl Game Tech Plc Com 0.6%
Value ($000) $2,059 Shares 346,004 Est. Cost $12.33 Unrealized -36.4%
EXP Eagle Materials Inc Com 0.6%
Value ($000) $1,951 Shares 33,403 Est. Cost $88.33 Unrealized -12.4%
Brookfield Ppty Reit Inc Cl A 0.5%
Value ($000) $1,932 Shares 227,581 Est. Cost $17.49 Unrealized
XBI Spdr Series Trust S P Biotech Etf 0.5%
Value ($000) $1,821 Shares 23,512 Est. Cost $63.82 Unrealized
UNP Union Pacific Corp Com 0.5%
Value ($000) $1,674 Shares 11,869 Est. Cost $63.14 Unrealized +129.6%
VIG Vanguard Div App Etf 0.3%
Value ($000) $1,050 Shares 10,156 Est. Cost $101.72 Unrealized
UGI Ugi Corp Com 0.2%
Value ($000) $742 Shares 27,839 Est. Cost $49.00 Unrealized -22.7%
IWN Ishares Trust Rus 2000 Val Etf 0.2%
Value ($000) $724 Shares 8,830 Est. Cost $124.79 Unrealized
JNJ Johnson Johnson Com 0.2%
Value ($000) $717 Shares 5,471 Est. Cost $102.84 Unrealized +16.8%
India Fund Inc Com 0.2%
Value ($000) $699 Shares 51,343 Est. Cost $23.71 Unrealized
XLV Select Sector Spdr Trust Sbi Healthcare Etf 0.2%
Value ($000) $610 Shares 6,884 Est. Cost $84.77 Unrealized
EDIV Spdr Index Shares Funds S P Em Mkt Div Etf 0.2%
Value ($000) $577 Shares 25,981 Est. Cost $26.81 Unrealized
DGS Wisdomtree Trust Emg Mkts Smcap Etf 0.1%
Value ($000) $520 Shares 15,735 Est. Cost $47.45 Unrealized
XLF Select Sector Spdr Trust Sbi Int Finl Etf 0.1%
Value ($000) $509 Shares 24,449 Est. Cost $26.81 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $323 Shares 5,963 Est. Cost $41.23 Unrealized +26.9%
BMY Bristol Myers Squibb Co Com 0.1%
Value ($000) $302 Shares 5,416 Est. Cost $36.13 Unrealized +34.5%
ROBO Exchange Traded Concepts Trust Robo Glb Etf 0.1%
Value ($000) $294 Shares 8,756 Est. Cost $39.38 Unrealized
V Visa Inc Com Cl A 0.1%
Value ($000) $290 Shares 1,798 Est. Cost $70.72 Unrealized +155.5%
QYLD Global X Fds Nasdaq 100 Cover Etf 0.1%
Value ($000) $288 Shares 14,950 Est. Cost $21.92 Unrealized
GLD Spdr Gold Trust Gold 0.1%
Value ($000) $271 Shares 1,831 Est. Cost $132.34 Unrealized
C Citigroup Inc Com 0.1%
Value ($000) $243 Shares 5,777 Est. Cost $53.30 Unrealized +1.7%
Calamos Strategic Total Return Com Sh Ben Int 0.1%
Value ($000) $200 Shares 20,500 Est. Cost $10.16 Unrealized
VOX Vanguard Comm Srvc Etf 0.1%
Value ($000) $193 Shares 2,527 Est. Cost $87.24 Unrealized
TXN Texas Instruments Inc Com 0.1%
Value ($000) $184 Shares 1,837 Est. Cost $64.52 Unrealized +57.5%
Proshares Trust Pshs Ultra O G Etf 0.0%
Value ($000) $172 Shares 35,734 Est. Cost $30.72 Unrealized
ADT Adt Inc Com 0.0%
Value ($000) $154 Shares 35,600 Est. Cost $5.29 Unrealized 0.0%
BP Bp Adr Sponsored 0.0%
Value ($000) $123 Shares 5,030 Est. Cost $31.10 Unrealized
KOMP Spdr Series Trust S P Kensho New Econ Comp Etf 0.0%
Value ($000) $81 Shares 2,860 Est. Cost $28.95 Unrealized
XYZ Square Inc Com Cl A 0.0%
Value ($000) $81 Shares 1,546 Est. Cost $67.41 Unrealized +1.5%
XLE Select Sector Spdr Trust Energy Etf 0.0%
Value ($000) $80 Shares 2,763 Est. Cost $62.64 Unrealized
SPY Spdr S P500 Etf Trust Tr Unit Etf 0.0%
Value ($000) $78 Shares 301 Est. Cost $259.24 Unrealized
VTV Vanguard Value Etf 0.0%
Value ($000) $77 Shares 867 Est. Cost $89.48 Unrealized
IIPR Innovative Industrial Properte Com 0.0%
Value ($000) $77 Shares 1,010 Est. Cost $80.26 Unrealized
EOG Eog Resources Inc Com 0.0%
Value ($000) $71 Shares 1,984 Est. Cost $61.51 Unrealized -19.2%
BIL Spdr Series Trust Spdr Bloomberg Etf 0.0%
Value ($000) $70 Shares 766 Est. Cost $91.24 Unrealized
Royal Dutch Shell Adr Sponsored 0.0%
Value ($000) $65 Shares 1,854 Est. Cost $35.82 Unrealized
WFC Wells Fargo Co New 0.0%
Value ($000) $61 Shares 2,120 Est. Cost $42.17 Unrealized -13.1%
GOOGL Alphabet Inc Com Cl A 0.0%
Value ($000) $58 Shares 50 Est. Cost $38.17 Unrealized +76.2%
PFE Pfizer Inc Com 0.0%
Value ($000) $56 Shares 1,705 Est. Cost $23.49 Unrealized +9.9%
Rite Aid Corp Com 0.0%
Value ($000) $48 Shares 3,190 Est. Cost $11.04 Unrealized
CCL Carnival Corp Units 0.0%
Value ($000) $48 Shares 3,620 Est. Cost $36.01 Unrealized -2.0%
Etf Managers Trust Prime Cybr Scrty Etf 0.0%
Value ($000) $47 Shares 1,305 Est. Cost $35.71 Unrealized
ERX Direxion Shares Etf Trust Dly Enrgy Bull2X Etf 0.0%
Value ($000) $46 Shares 4,676 Est. Cost $9.84 Unrealized
VCSH Vanguard Shrt Trm Corp Bd Etf 0.0%
Value ($000) $46 Shares 578 Est. Cost $80.13 Unrealized
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $44 Shares 130 Est. Cost $244.99 Unrealized +36.7%
META Facebook Inc Com Cl A 0.0%
Value ($000) $43 Shares 255 Est. Cost $151.12 Unrealized +28.7%
PAYC Paycom Software Inc Com 0.0%
Value ($000) $40 Shares 200 Est. Cost $63.03 Unrealized +326.3%
Calamos Convertible Opportunit Sh Ben Int 0.0%
Value ($000) $39 Shares 4,679 Est. Cost $11.21 Unrealized
BOTZ Global X Fds Rbtcs Artfl 0.0%
Value ($000) $38 Shares 2,100 Est. Cost $19.58 Unrealized
IYW Ishares Tr U S Tech 0.0%
Value ($000) $37 Shares 180 Est. Cost $141.98 Unrealized
BRK/B Berkshire Hathaway Inc Com Cl B 0.0%
Value ($000) $33 Shares 180 Est. Cost $174.04 Unrealized +22.1%
LUV Southwest Airlines Co Com 0.0%
Value ($000) $33 Shares 925 Est. Cost $49.07 Unrealized -6.3%
MED Medifast Inc 0.0%
Value ($000) $32 Shares 510 Est. Cost $81.17 Unrealized -5.0%
LLY Eli Lilly And Company Com 0.0%
Value ($000) $31 Shares 220 Est. Cost $74.08 Unrealized +73.0%
CMCSA Comcast Corp Com Cl A 0.0%
Value ($000) $28 Shares 800 Est. Cost $30.71 Unrealized +17.4%
Total Sa Adr Sponsored 0.0%
Value ($000) $26 Shares 700 Est. Cost $57.30 Unrealized
QQQ Invesco Qqq Trust Unit Ser 1 Etf 0.0%
Value ($000) $26 Shares 135 Est. Cost $170.37 Unrealized
TSLA Tesla Inc Com 0.0%
Value ($000) $26 Shares 50 Est. Cost $41.46 Unrealized 0.0%
Seagate Technology Plc Com 0.0%
Value ($000) $25 Shares 511 Est. Cost $32.99 Unrealized
IJR Ishares Trust Core S P Scp Etf 0.0%
Value ($000) $24 Shares 425 Est. Cost $56.47 Unrealized
IYE Ishares Trust U S Energy Etf 0.0%
Value ($000) $24 Shares 1,550 Est. Cost $35.64 Unrealized
WTPI Wisdomtree Trust Cboe S P 500 Etf 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $28.88 Unrealized
IWF Ishares Trust Rus 1000 Grw Etf 0.0%
Value ($000) $23 Shares 150 Est. Cost $55.86 Unrealized
ROST Ross Stores Inc Com 0.0%
Value ($000) $22 Shares 250 Est. Cost $57.27 Unrealized +75.9%
IYF Ishares Trust U S Finls Etf 0.0%
Value ($000) $20 Shares 202 Est. Cost $133.85 Unrealized
NMFC New Mountain Finance Corp Com 0.0%
Value ($000) $20 Shares 3,005 Est. Cost $5.77 Unrealized +11.0%
Blackrock Debt Str Com New 0.0%
Value ($000) $19 Shares 2,200 Est. Cost $11.67 Unrealized
VDC Vanguard Consum Stp Etf 0.0%
Value ($000) $19 Shares 140 Est. Cost $164.29 Unrealized
HAS Hasbro Inc Com 0.0%
Value ($000) $19 Shares 265 Est. Cost $75.63 Unrealized -9.0%
MO Altria Group Inc Com 0.0%
Value ($000) $19 Shares 500 Est. Cost $32.20 Unrealized -14.4%
LYFT Lyft Inc Com Cl A 0.0%
Value ($000) $19 Shares 700 Est. Cost $60.39 Unrealized -34.2%
Doubleline Opportunistic Cr Fd Com 0.0%
Value ($000) $17 Shares 1,001 Est. Cost $25.38 Unrealized
AVGO Broadcom Inc Com 0.0%
Value ($000) $17 Shares 70 Est. Cost $19.73 Unrealized +23.1%
VCR Vanguard Consum Dis Etf 0.0%
Value ($000) $17 Shares 118 Est. Cost $186.44 Unrealized
WPC Wp Carey Inc Com 0.0%
Value ($000) $17 Shares 300 Est. Cost $66.67 Unrealized
XLP Select Sector Spdr Trust Sbi Cons Stpls Etf 0.0%
Value ($000) $17 Shares 305 Est. Cost $53.02 Unrealized
Reeds Inc Com 0.0%
Value ($000) $17 Shares 35,000 Est. Cost $0.84 Unrealized
Neuberger Berman Equity Fund Com 0.0%
Value ($000) $16 Shares 1,800 Est. Cost $12.31 Unrealized
DE Deere Co Com 0.0%
Value ($000) $16 Shares 119 Est. Cost $131.34 Unrealized +10.9%
Wells Fargo Adv Multi Sector I Com 0.0%
Value ($000) $16 Shares 1,625 Est. Cost $12.21 Unrealized
BCE Bce Inc Com 0.0%
Value ($000) $16 Shares 400 Est. Cost $26.61 Unrealized +13.1%
ZTS Zoetis Inc 0.0%
Value ($000) $15 Shares 125 Est. Cost $78.64 Unrealized +59.3%
Brookfield Real Assets Income Shs Ben Int 0.0%
Value ($000) $15 Shares 1,050 Est. Cost $22.86 Unrealized
XLB Select Sector Spdr Trust Sbi Materials Etf 0.0%
Value ($000) $15 Shares 330 Est. Cost $58.30 Unrealized
BIP Brookfield Infrastructure Part Limited Partnership Units 0.0%
Value ($000) $14 Shares 388 Est. Cost $41.16 Unrealized
ABT Abbott Laboratories Com 0.0%
Value ($000) $14 Shares 179 Est. Cost $70.64 Unrealized +6.6%
Boulder Growth Income Fund Com 0.0%
Value ($000) $13 Shares 1,400 Est. Cost $10.34 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $13 Shares 100 Est. Cost $112.10 Unrealized 0.0%
Hess Corporation Com 0.0%
Value ($000) $13 Shares 400 Est. Cost $60.00 Unrealized
EDC Direxion Shares Etf Trust Dly Emg Mk Bl 3X Etf 0.0%
Value ($000) $13 Shares 431 Est. Cost $81.91 Unrealized
Aurora Cannabis Inc Com 0.0%
Value ($000) $12 Shares 13,790 Est. Cost $3.94 Unrealized
VHT Vanguard Health Car Etf 0.0%
Value ($000) $12 Shares 75 Est. Cost $192.98 Unrealized
F Ford Motor Co Com 0.0%
Value ($000) $12 Shares 2,491 Est. Cost $7.22 Unrealized -21.7%
VGT Vanguard Inf Tech Etf 0.0%
Value ($000) $12 Shares 55 Est. Cost $240.38 Unrealized
PINS Pinterest Inc Com Cl A 0.0%
Value ($000) $12 Shares 750 Est. Cost $27.32 Unrealized -28.7%
PEP Pepsico Inc Com 0.0%
Value ($000) $12 Shares 100 Est. Cost $89.68 Unrealized +25.7%
WMT Walmart Inc Com 0.0%
Value ($000) $11 Shares 100 Est. Cost $28.34 Unrealized +24.8%
RF Regions Finl Corp New 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $10.15 Unrealized +8.0%
DIA Spdr Dow Jones Indl Avrg Ut Ser 1 0.0%
Value ($000) $11 Shares 49 Est. Cost $244.90 Unrealized
TM Toyota Motor Corp Sp Adr Rep2 0.0%
Value ($000) $11 Shares 95 Est. Cost $103.45 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $11 Shares 45 Est. Cost $162.40 Unrealized +60.7%
IYLD Ishares Trust Mrngstr Inc Etf 0.0%
Value ($000) $11 Shares 534 Est. Cost $25.68 Unrealized
General Electric Co Com 0.0%
Value ($000) $11 Shares 1,353 Est. Cost $13.28 Unrealized
VIS Vanguard Industrial Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $157.14 Unrealized
Alexion Pharmaceutical Inc Com 0.0%
Value ($000) $11 Shares 125 Est. Cost $182.05 Unrealized
CLX Clorox Co Del 0.0%
Value ($000) $11 Shares 65 Est. Cost $138.67 Unrealized 0.0%
VAW Vanguard Materials Etf 0.0%
Value ($000) $10 Shares 101 Est. Cost $136.65 Unrealized
IWD Ishares Trust Rus 1000 Val Etf 0.0%
Value ($000) $10 Shares 100 Est. Cost $130.00 Unrealized
ORCL Oracle Corp Com 0.0%
Value ($000) $10 Shares 201 Est. Cost $46.07 Unrealized +3.1%
PETS Petmed Express Inc 0.0%
Value ($000) $10 Shares 350 Est. Cost $35.33 Unrealized -25.8%
NWBI Northwest Bancshares Inc Com 0.0%
Value ($000) $10 Shares 907 Est. Cost $9.66 Unrealized +2.2%
XLY Select Sector Spdr Trust Sbi Cons Discr Etf 0.0%
Value ($000) $10 Shares 100 Est. Cost $90.00 Unrealized
Gw Pharmaceuticals Adr Sponsored 0.0%
Value ($000) $10 Shares 113 Est. Cost $108.16 Unrealized
IQ Iqiyi Inc Adr 0.0%
Value ($000) $10 Shares 550 Est. Cost $32.73 Unrealized
Reaves Utility Income Fd Com Sh Ben Int 0.0%
Value ($000) $9 Shares 300 Est. Cost $34.00 Unrealized
SONY Sony Corp 0.0%
Value ($000) $9 Shares 150 Est. Cost $40.00 Unrealized
SYK Stryker Corp Com 0.0%
Value ($000) $8 Shares 50 Est. Cost $150.82 Unrealized +21.5%
SFM Sprouts Farmers Markets Inc Com 0.0%
Value ($000) $8 Shares 425 Est. Cost $21.20 Unrealized -20.9%
PRLB Proto Labs Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $60.44 Unrealized +53.3%
VDE Vanguard Energy Etf 0.0%
Value ($000) $8 Shares 221 Est. Cost $81.45 Unrealized
VFH Vanguard Financials Etf 0.0%
Value ($000) $8 Shares 150 Est. Cost $77.44 Unrealized
MXI Ishares Trust Global Mater Etf 0.0%
Value ($000) $8 Shares 160 Est. Cost $67.47 Unrealized
EPD Enterprise Prods Partners L P Com Units Rep Lim Part Int 0.0%
Value ($000) $8 Shares 550 Est. Cost $22.26 Unrealized
IWM Ishares Trust Russell 2000 Etf 0.0%
Value ($000) $7 Shares 57 Est. Cost $140.35 Unrealized
UBER Uber Technologies Inc Com 0.0%
Value ($000) $7 Shares 240 Est. Cost $34.96 Unrealized -5.9%
AMD Advanced Micro Devices Inc Com 0.0%
Value ($000) $7 Shares 150 Est. Cost $31.36 Unrealized +53.6%
SCHW Schwab Charles Corp Com 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.76 Unrealized +8.2%
UPS United Parcel Service Inc Com Cl B 0.0%
Value ($000) $7 Shares 70 Est. Cost $80.00 Unrealized +2.4%
USMV Ishares Trust Msci Min Vol Etf 0.0%
Value ($000) $7 Shares 127 Est. Cost $48.28 Unrealized
Macquarie Infrastructure Corp Com 0.0%
Value ($000) $7 Shares 290 Est. Cost $79.31 Unrealized
LEVI Levi Strauss Company Com Cl A 0.0%
Value ($000) $6 Shares 500 Est. Cost $19.35 Unrealized -20.4%
Iac Interactivecorp 0.0%
Value ($000) $6 Shares 34 Est. Cost $115.20 Unrealized
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $6 Shares 30 Est. Cost $46.67 Unrealized +54.5%
IVW Ishares Tr S P 500 Grwt 0.0%
Value ($000) $6 Shares 35 Est. Cost $142.86 Unrealized
TECL Direxion 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.09 Unrealized
IUSG Ishares Trust Core S P Us Gwt Etf 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
SCHD Schwab Strategic Tr Us Dividend Eq Etf 0.0%
Value ($000) $6 Shares 140 Est. Cost $50.00 Unrealized
SHOP Shopify Inc Com Cl A 0.0%
Value ($000) $6 Shares 15 Est. Cost $33.82 Unrealized +33.3%
NVS Novartis A G 0.0%
Value ($000) $6 Shares 70 Est. Cost $71.43 Unrealized
WYNN Wynn Resorts Ltd Com 0.0%
Value ($000) $5 Shares 80 Est. Cost $114.20 Unrealized -5.2%
NKE Nike Inc Com Cl B 0.0%
Value ($000) $5 Shares 58 Est. Cost $75.44 Unrealized +13.9%
SO Southern Co Com 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.27 Unrealized +11.5%
SLYV Spdr Series Trust S P 600 Smcp Val Etf 0.0%
Value ($000) $5 Shares 112 Est. Cost $53.57 Unrealized
GM General Mtrs Co 0.0%
Value ($000) $5 Shares 238 Est. Cost $35.23 Unrealized -17.1%
Cree Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $23.33 Unrealized
HD Home Depot Inc Com 0.0%
Value ($000) $5 Shares 25 Est. Cost $128.48 Unrealized +48.0%
WM Waste Management Inc Com 0.0%
Value ($000) $5 Shares 50 Est. Cost $105.11 Unrealized -0.9%
Cnooc Ltd 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
GLW Corning Inc Com 0.0%
Value ($000) $4 Shares 200 Est. Cost $22.77 Unrealized -2.9%
IRBTQ Irobot Corp Com 0.0%
Value ($000) $4 Shares 90 Est. Cost $71.61 Unrealized -33.0%
New Sr Invest Grp Inc Com 0.0%
Value ($000) $4 Shares 1,500 Est. Cost $2.67 Unrealized
IJK Ishares Tr S P Mc 400Gr 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
MASI Masimo Corporation Com 0.0%
Value ($000) $4 Shares 25 Est. Cost $87.17 Unrealized +96.8%
HAIN Hain Celestial Group Inc Com 0.0%
Value ($000) $4 Shares 150 Est. Cost $39.06 Unrealized -36.1%
VUG Vanguard Growth Etf 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
TWLO Twilio Inc Com Cl A 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.24 Unrealized +35.2%
TAK Takeda Pharmaceutical Co Ltd Adr Sponsored 0.0%
Value ($000) $4 Shares 251 Est. Cost $19.92 Unrealized
TNA Direxion Shares Etf Trust Dly Smcap Bull3X Etf 0.0%
Value ($000) $4 Shares 265 Est. Cost $15.09 Unrealized
HDV Ishares Trust Core High Dv Etf 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.67 Unrealized
EPR Epr Properties Com Sh Ben Int 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
FAS Direxion Shares Etf Trust Dly Fin Bull New Etf 0.0%
Value ($000) $4 Shares 185 Est. Cost $21.62 Unrealized
EWT Ishares Inc Msci Taiwan Etf 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.36 Unrealized
ARLP Alliance Resource Partners Lp Ut Ltd Part 0.0%
Value ($000) $3 Shares 812 Est. Cost $18.47 Unrealized
Canopy Growth Corporation Com 0.0%
Value ($000) $3 Shares 230 Est. Cost $21.74 Unrealized
Barclays Bk Plc Ipath B 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
Taro Pharmaceutical Industries Com 0.0%
Value ($000) $3 Shares 50 Est. Cost $152.08 Unrealized
CI Cigna Corporation Com 0.0%
Value ($000) $3 Shares 19 Est. Cost $190.77 Unrealized -7.0%
CWT California Water Service Group Com 0.0%
Value ($000) $3 Shares 60 Est. Cost $31.99 Unrealized +43.3%
Zynga Inc Com Cl A 0.0%
Value ($000) $3 Shares 425 Est. Cost $4.71 Unrealized
ZM Zoom Video Communications Inc Com Cl A 0.0%
Value ($000) $3 Shares 20 Est. Cost $98.68 Unrealized 0.0%
Arista Networks Inc Com 0.0%
Value ($000) $3 Shares 15 Est. Cost $333.33 Unrealized
BIDU Baidu Inc Adr 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
XLU Select Sector Spdr Tr Sbi Int Utils 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
RH Rh 0.0%
Value ($000) $3 Shares 30 Est. Cost $52.89 Unrealized +252.4%
PSA Public Storage Com 0.0%
Value ($000) $3 Shares 15 Est. Cost $157.22 Unrealized +6.0%
SONO Sonos Inc Com 0.0%
Value ($000) $3 Shares 300 Est. Cost $12.35 Unrealized 0.0%
SEDG Solaredge Technologies Inc Com 0.0%
Value ($000) $2 Shares 30 Est. Cost $85.51 Unrealized +23.7%
Tilray Inc Com 0.0%
Value ($000) $2 Shares 340 Est. Cost $85.81 Unrealized
Sirius Xm Holdings Inc Com 0.0%
Value ($000) $2 Shares 375 Est. Cost $5.54 Unrealized
FDX Fedex Corp 0.0%
Value ($000) $2 Shares 13 Est. Cost $185.88 Unrealized -32.1%
DUK Duke Energy Corp Com 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.03 Unrealized +21.1%
EXPE Expedia Group Inc 0.0%
Value ($000) $2 Shares 34 Est. Cost $125.31 Unrealized -24.2%
DD Dupont De Nemours Inc Com 0.0%
Value ($000) $2 Shares 50 Est. Cost $27.24 Unrealized -33.4%
EWS Ishares Inc Msci Singpor 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
DOC Healthpeak Properties Inc Com 0.0%
Value ($000) $2 Shares 65 Est. Cost $25.47 Unrealized -6.1%
IWO Ishares Tr Rus 2000 Grw 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
Centurylink Inc Com 0.0%
Value ($000) $2 Shares 214 Est. Cost $14.02 Unrealized
ADM Archer Daniels Midland Co 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.35 Unrealized +3.6%
GNRC Generac Hldgs Inc Com 0.0%
Value ($000) $2 Shares 25 Est. Cost $93.09 Unrealized +10.6%
Hanesbrands Inc Com 0.0%
Value ($000) $2 Shares 200 Est. Cost $20.00 Unrealized
AMBA Ambarella Inc Com 0.0%
Value ($000) $2 Shares 50 Est. Cost $57.35 Unrealized 0.0%
Aphria Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
IJS Ishares Tr Sp Smcp600Vl 0.0%
Value ($000) $2 Shares 23 Est. Cost $173.91 Unrealized
GDX Vaneck Vectors Etf Tr Gold Miners 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
CRON Cronos Group Inc Com 0.0%
Value ($000) $2 Shares 400 Est. Cost $15.78 Unrealized -57.9%
VICE Advisorshares Tr Vice 0.0%
Value ($000) $2 Shares 90 Est. Cost $24.00 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $53.40 Unrealized +44.5%
Westrock Co 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
CAJPY Canon Inc Adr Sponsored 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
Foot Locker Inc Com 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.06 Unrealized
Brookfield Infrastructure Corp Com 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
AES Aes Corp Com 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.81 Unrealized +13.0%
NWL Newell Brands Inc Com 0.0%
Value ($000) $1 Shares 75 Est. Cost $19.47 Unrealized -32.5%
VTR Ventas Inc Com 0.0%
Value ($000) $1 Shares 45 Est. Cost $47.25 Unrealized -16.6%
WELL Welltower Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.86 Unrealized +17.0%
ALC Alcon Inc Ord 0.0%
Value ($000) $1 Shares 14 Est. Cost $57.87 Unrealized -2.1%
AIG American Intl Group Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost Unrealized
DOW Dow Inc Com 0.0%
Value ($000) $1 Shares 50 Est. Cost $36.37 Unrealized -15.9%
BKR Baker Hughes Company Com Cl A 0.0%
Value ($000) $1 Shares 100 Est. Cost $28.18 Unrealized -43.5%
Schnitzer Steel Com Cl A 0.0%
Value ($000) $1 Shares 55 Est. Cost $36.36 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $1 Shares 8 Est. Cost $53.49 Unrealized +115.2%
R Ryder System Inc Com 0.0%
Value ($000) $1 Shares 21 Est. Cost $69.22 Unrealized -39.1%
SBSW Sibanye Stillwater Ltd 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
WAB Wabtec Corp Com 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.11 Unrealized -5.4%
Gaslog Ltd 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
Globalstar Inc 0.0%
Value ($000) $0 Shares 250 Est. Cost Unrealized
HOV Hovnanian Enterprises Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $16.26 Unrealized +33.7%