Red Door Wealth Management, LLC Diversified Active

CIK: 0001783599 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 7, 2020

Total Value ($000): $136,659 (100.0% shares, 0.0% debt)

Holdings (484)

SCHX SCHWAB US LARGE CAP ETF 7.9%
Value ($000) $10,860 Shares 146,562 Est. Cost $77.00 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $7,579 Shares 20,776 Est. Cost $62.99 Unrealized +19.2%
AMZN AMAZON.COM INC 3.5%
Value ($000) $4,819 Shares 1,747 Est. Cost $91.96 Unrealized +31.3%
MSFT MICROSOFT CORP 3.4%
Value ($000) $4,679 Shares 22,993 Est. Cost $142.32 Unrealized +21.6%
SCHB SCHWAB US BROAD MARKET ETF 2.7%
Value ($000) $3,638 Shares 49,528 Est. Cost $76.12 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 2.7%
Value ($000) $3,627 Shares 70,099 Est. Cost $58.39 Unrealized
GOOG ALPHABET INC. CLASS C 2.3%
Value ($000) $3,097 Shares 2,191 Est. Cost $64.62 Unrealized +3.6%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $2,813 Shares 29,911 Est. Cost $106.82 Unrealized -23.5%
INTC INTEL CORP 2.1%
Value ($000) $2,802 Shares 46,843 Est. Cost $49.56 Unrealized +7.3%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.0%
Value ($000) $2,754 Shares 15,428 Est. Cost $201.74 Unrealized -9.5%
IVV ISHARES CORE S&P 500 ETF 2.0%
Value ($000) $2,696 Shares 8,706 Est. Cost $328.82 Unrealized
AZO AUTOZONE INC 1.8%
Value ($000) $2,470 Shares 2,190 Est. Cost $1052.12 Unrealized +0.1%
SCHM CHARLES SCHWAB US MC ETF 1.8%
Value ($000) $2,451 Shares 46,583 Est. Cost $59.14 Unrealized
PFE PFIZER INC 1.6%
Value ($000) $2,137 Shares 65,378 Est. Cost $26.55 Unrealized -2.1%
AMGN AMGEN INC. 1.6%
Value ($000) $2,130 Shares 9,034 Est. Cost $183.22 Unrealized +4.6%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $2,085 Shares 14,827 Est. Cost $115.48 Unrealized +7.6%
MAA MID AMERICA APARTMENT COREIT 1.5%
Value ($000) $2,056 Shares 17,933 Est. Cost $93.32 Unrealized -0.4%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $2,052 Shares 44,009 Est. Cost $38.05 Unrealized -2.8%
PG PROCTER & GAMBLE 1.5%
Value ($000) $2,020 Shares 16,901 Est. Cost $104.81 Unrealized -3.1%
FRCB FIRST REPUBLIC BANK 1.4%
Value ($000) $1,948 Shares 18,385 Est. Cost $105.25 Unrealized -4.2%
UNH UNITEDHEALTH GRP INC 1.4%
Value ($000) $1,867 Shares 6,330 Est. Cost $240.37 Unrealized +8.6%
V VISA INC CLASS A 1.3%
Value ($000) $1,835 Shares 9,502 Est. Cost $174.70 Unrealized +0.5%
HD HOME DEPOT INC 1.3%
Value ($000) $1,835 Shares 7,325 Est. Cost $194.71 Unrealized +2.6%
PHYS SPROTT PHYSICAL GOLD ETV 1.2%
Value ($000) $1,647 Shares 115,154 Est. Cost $13.91 Unrealized
FDX FEDEX CORP 1.2%
Value ($000) $1,600 Shares 11,416 Est. Cost $134.02 Unrealized -15.6%
DIS WALT DISNEY CO 1.1%
Value ($000) $1,525 Shares 13,677 Est. Cost $128.52 Unrealized -16.1%
VZ VERIZON COMMUNICATN 1.1%
Value ($000) $1,482 Shares 26,885 Est. Cost $42.27 Unrealized -3.6%
MRK MERCK & CO. INC. 1.0%
Value ($000) $1,399 Shares 18,100 Est. Cost $66.48 Unrealized -5.4%
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $1,381 Shares 58,150 Est. Cost $26.82 Unrealized -23.3%
WMT WALMART INC 1.0%
Value ($000) $1,355 Shares 11,319 Est. Cost $36.32 Unrealized +4.8%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,353 Shares 14,837 Est. Cost $72.40 Unrealized -2.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 1.0%
Value ($000) $1,317 Shares 10,171 Est. Cost $129.58 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,259 Shares 28,156 Est. Cost $47.46 Unrealized -26.6%
T A T & T INC 0.9%
Value ($000) $1,244 Shares 41,157 Est. Cost $15.50 Unrealized 0.0%
COST COSTCO WHOLESALE CO 0.9%
Value ($000) $1,219 Shares 4,022 Est. Cost $273.64 Unrealized +2.0%
FNDB SCHWAB FUNDAMENTAL US BROAD MKT ETF 0.9%
Value ($000) $1,206 Shares 33,278 Est. Cost $74.89 Unrealized
BX BLACKSTONE GROUP INC 0.9%
Value ($000) $1,173 Shares 20,707 Est. Cost $42.09 Unrealized +3.3%
GLD SPDR GOLD SHARES ETF IV 0.8%
Value ($000) $1,153 Shares 6,889 Est. Cost $164.26 Unrealized
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $1,081 Shares 14,059 Est. Cost $52.05 Unrealized +18.1%
CVX CHEVRON CORP 0.8%
Value ($000) $1,033 Shares 11,584 Est. Cost $83.21 Unrealized -16.1%
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,017 Shares 7,033 Est. Cost $139.70 Unrealized -15.6%
VIOV VANGUARD S&P SMALL CAP 600 VALUE ETF 0.7%
Value ($000) $972 Shares 9,317 Est. Cost $86.51 Unrealized
WM WASTE MANAGEMENT INC 0.7%
Value ($000) $932 Shares 8,803 Est. Cost $101.38 Unrealized -9.1%
SO SOUTHERN CO 0.7%
Value ($000) $904 Shares 17,451 Est. Cost $48.90 Unrealized -8.5%
HCA HCA HEALTHCARE INC 0.6%
Value ($000) $879 Shares 9,057 Est. Cost $123.35 Unrealized -19.5%
C CITIGROUP INC 0.6%
Value ($000) $810 Shares 15,865 Est. Cost $54.86 Unrealized -29.5%
PEP PEPSICO INC 0.6%
Value ($000) $782 Shares 5,916 Est. Cost $112.52 Unrealized -1.5%
BIIB BIOGEN INC 0.5%
Value ($000) $745 Shares 2,785 Est. Cost $285.33 Unrealized +5.3%
ADBE ADOBE INC 0.5%
Value ($000) $725 Shares 1,666 Est. Cost $363.59 Unrealized +1.9%
TDG TRANSDIGM GROUP INC 0.5%
Value ($000) $703 Shares 1,591 Est. Cost $406.00 Unrealized -22.5%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $693 Shares 1,901 Est. Cost $328.27 Unrealized -1.4%
BA BOEING CO 0.5%
Value ($000) $688 Shares 3,753 Est. Cost $282.68 Unrealized -45.6%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.5%
Value ($000) $688 Shares 14,008 Est. Cost $65.15 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $676 Shares 3,399 Est. Cost $177.91 Unrealized +2.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $651 Shares 16,439 Est. Cost $33.54 Unrealized
DAR DARLING INGREDIENTS 0.5%
Value ($000) $641 Shares 26,062 Est. Cost $21.87 Unrealized -0.4%
AMT AMERN TOWER CORP REIT 0.5%
Value ($000) $632 Shares 2,445 Est. Cost $193.95 Unrealized +8.6%
PLD PROLOGIS INC. REIT 0.4%
Value ($000) $603 Shares 6,469 Est. Cost $74.72 Unrealized +2.1%
QQQ INVESCO QQQ TRUST 0.4%
Value ($000) $597 Shares 2,414 Est. Cost $204.26 Unrealized
VXUS VANGUARD TOTAL INTERNTL STOCK ETF IV 0.4%
Value ($000) $594 Shares 12,084 Est. Cost $41.96 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $572 Shares 14,577 Est. Cost $28.69 Unrealized -13.0%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $548 Shares 6,866 Est. Cost $71.40 Unrealized -5.3%
META FACEBOOK INC CLASS A 0.4%
Value ($000) $543 Shares 2,395 Est. Cost $192.35 Unrealized +7.8%
GLAXOSMITHKLINE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.4%
Value ($000) $535 Shares 13,126 Est. Cost $47.03 Unrealized
MAGELLAN MIDSTREAM PA LP 0.4%
Value ($000) $502 Shares 11,633 Est. Cost $65.22 Unrealized
RNST RENASANT CORP 0.3%
Value ($000) $473 Shares 19,008 Est. Cost $35.29 Unrealized -32.8%
RF REGIONS FINL CO 0.3%
Value ($000) $465 Shares 41,843 Est. Cost $12.61 Unrealized -33.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.3%
Value ($000) $445 Shares 8,963 Est. Cost $58.59 Unrealized
BABA ALIBABA GROUP HOLDING FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.3%
Value ($000) $426 Shares 1,978 Est. Cost $225.97 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $421 Shares 1,488 Est. Cost $300.60 Unrealized
MCD MC DONALDS CORP 0.3%
Value ($000) $420 Shares 2,280 Est. Cost $171.93 Unrealized -6.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $403 Shares 13,573 Est. Cost $33.87 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value ($000) $393 Shares 2,913 Est. Cost $102.36 Unrealized +0.9%
VV VANGUARD LARGE CAP ETF 0.3%
Value ($000) $393 Shares 2,752 Est. Cost $150.46 Unrealized
EPD ENTERPRISE PRODS PART LP 0.3%
Value ($000) $366 Shares 20,189 Est. Cost $27.84 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $350 Shares 5,956 Est. Cost $46.52 Unrealized +3.0%
PM PHILIP MORRIS INTL 0.2%
Value ($000) $326 Shares 4,664 Est. Cost $60.01 Unrealized -8.7%
ABBV ABBVIE INC 0.2%
Value ($000) $319 Shares 3,251 Est. Cost $65.18 Unrealized +8.2%
SHOP SHOPIFY INC FCLASS A 0.2%
Value ($000) $317 Shares 335 Est. Cost $66.87 Unrealized +3.8%
GD GENERAL DYNAMICS CO 0.2%
Value ($000) $300 Shares 2,012 Est. Cost $154.08 Unrealized -19.3%
RTX RAYTHEON TECHNOLOGIES CO 0.2%
Value ($000) $290 Shares 4,707 Est. Cost $54.61 Unrealized 0.0%
LAM RESEARCH CORP 0.2%
Value ($000) $278 Shares 862 Est. Cost $300.46 Unrealized
VSS VGRD FTSE ALL WRLD EX USSML CAP ETF 0.2%
Value ($000) $265 Shares 2,744 Est. Cost $77.99 Unrealized
ORLY O REILLY AUTOMOTIVE 0.2%
Value ($000) $253 Shares 600 Est. Cost $28.61 Unrealized -8.6%
KO THE COCA-COLA CO 0.2%
Value ($000) $250 Shares 5,600 Est. Cost $44.45 Unrealized -12.9%
MMM 3M CO 0.2%
Value ($000) $241 Shares 1,547 Est. Cost $111.61 Unrealized -8.2%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $238 Shares 4,351 Est. Cost $56.31 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.2%
Value ($000) $236 Shares 1,356 Est. Cost $110.45 Unrealized +24.8%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $234 Shares 1,158 Est. Cost $188.26 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $223 Shares 3,611 Est. Cost $62.32 Unrealized -19.3%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $220 Shares 2,214 Est. Cost $117.75 Unrealized
ISHARES GOLD ETF 0.2%
Value ($000) $217 Shares 12,783 Est. Cost $16.15 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF @ 0.2%
Value ($000) $216 Shares 840 Est. Cost $285.22 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $214 Shares 1,113 Est. Cost $193.90 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $211 Shares 685 Est. Cost $327.53 Unrealized
GOOGL ALPHABET INC. CLASS A 0.2%
Value ($000) $211 Shares 149 Est. Cost $64.02 Unrealized +4.5%
RING ISHARES MSCI GLOBAL GOLDMINERS ETF 0.1%
Value ($000) $201 Shares 6,660 Est. Cost $19.07 Unrealized
ACTIVISION BLIZZARD 0.1%
Value ($000) $201 Shares 2,660 Est. Cost $59.41 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $200 Shares 718 Est. Cost $211.70 Unrealized
TSCO TRACTOR SUPPLY COMP 0.1%
Value ($000) $195 Shares 1,483 Est. Cost $16.36 Unrealized +22.3%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $195 Shares 2,139 Est. Cost $82.30 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $191 Shares 177 Est. Cost $44.31 Unrealized +22.1%
PRU PRUDENTIAL FINL 0.1%
Value ($000) $188 Shares 3,088 Est. Cost $67.37 Unrealized -34.3%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $182 Shares 3,192 Est. Cost $76.51 Unrealized
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $178 Shares 904 Est. Cost $187.49 Unrealized -12.4%
VNQI VANGUARD GLBAL EX US REAL EST ETF IV 0.1%
Value ($000) $170 Shares 3,644 Est. Cost $58.98 Unrealized
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $167 Shares 4,305 Est. Cost $37.86 Unrealized -13.5%
KIE SPDR S&P INSURANCE ETF 0.1%
Value ($000) $166 Shares 6,069 Est. Cost $35.44 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $161 Shares 6,323 Est. Cost $44.08 Unrealized -45.6%
EXC EXELON CORP 0.1%
Value ($000) $157 Shares 4,332 Est. Cost $25.47 Unrealized -14.7%
BDX BECTON DICKINSON&CO 0.1%
Value ($000) $150 Shares 630 Est. Cost $224.95 Unrealized -2.1%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $145 Shares 1,299 Est. Cost $76.98 Unrealized
NSC NORFOLK SOUTHERN CO 0.1%
Value ($000) $136 Shares 778 Est. Cost $163.63 Unrealized -7.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $135 Shares 3,215 Est. Cost $47.16 Unrealized -30.2%
MDT MEDTRONIC PLC F 0.1%
Value ($000) $134 Shares 1,469 Est. Cost $90.18 Unrealized -9.3%
SYK STRYKER CORP 0.1%
Value ($000) $129 Shares 716 Est. Cost $183.31 Unrealized -5.3%
IBM IBM CORP 0.1%
Value ($000) $127 Shares 1,055 Est. Cost $98.28 Unrealized -7.0%
VXF VANGUARD EXTENDED MARKETETF 0.1%
Value ($000) $123 Shares 1,045 Est. Cost $89.95 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $120 Shares 1,856 Est. Cost $54.70 Unrealized -3.8%
SYY SYSCO CORP 0.1%
Value ($000) $120 Shares 2,203 Est. Cost $58.83 Unrealized -23.2%
SLVP ISHARES MSI GLBL SILR METL MINR ETF 0.1%
Value ($000) $119 Shares 8,960 Est. Cost $7.59 Unrealized
STWD STARWOOD PPTY TRUST REIT 0.1%
Value ($000) $115 Shares 7,692 Est. Cost $10.55 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $113 Shares 344 Est. Cost $261.18 Unrealized +9.9%
AIVL WISDOMTREE US DIV EX FINANCAL ETF 0.1%
Value ($000) $112 Shares 1,520 Est. Cost $64.47 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $112 Shares 2,245 Est. Cost $44.12 Unrealized
ENB ENBRIDGE INC F 0.1%
Value ($000) $111 Shares 3,671 Est. Cost $25.00 Unrealized -15.6%
CMP COMPASS MINERALS INT 0.1%
Value ($000) $110 Shares 2,265 Est. Cost $47.26 Unrealized -11.9%
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.1%
Value ($000) $109 Shares 2,121 Est. Cost $49.98 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $109 Shares 1,193 Est. Cost $75.50 Unrealized +8.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $108 Shares 942 Est. Cost $112.06 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $107 Shares 653 Est. Cost $131.20 Unrealized
MET METLIFE INC 0.1%
Value ($000) $107 Shares 2,956 Est. Cost $36.10 Unrealized -19.8%
TTWO TAKE TWO INTERACTV 0.1%
Value ($000) $106 Shares 765 Est. Cost $118.53 Unrealized +10.3%
TGT TARGET CORP 0.1%
Value ($000) $106 Shares 891 Est. Cost $95.07 Unrealized +3.3%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $106 Shares 534 Est. Cost $149.81 Unrealized
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $106 Shares 500 Est. Cost $167.26 Unrealized +5.0%
EATON VANCE ENHANCED EQT 0.1%
Value ($000) $106 Shares 6,022 Est. Cost $13.78 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $106 Shares 743 Est. Cost $277.87 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $105 Shares 277 Est. Cost $6.28 Unrealized +28.3%
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.1%
Value ($000) $105 Shares 2,120 Est. Cost $30.37 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $103 Shares 887 Est. Cost $102.59 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $102 Shares 900 Est. Cost $110.79 Unrealized -9.9%
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.1%
Value ($000) $97 Shares 1,267 Est. Cost $63.93 Unrealized
FHN FIRST HORIZON NATL 0.1%
Value ($000) $95 Shares 9,553 Est. Cost $12.79 Unrealized -42.5%
BP BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.1%
Value ($000) $94 Shares 4,054 Est. Cost $24.17 Unrealized
SWK STANLEY BLACK & DECK 0.1%
Value ($000) $91 Shares 653 Est. Cost $119.08 Unrealized -15.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $90 Shares 885 Est. Cost $91.87 Unrealized
BAX BAXTER INTERNTNL 0.1%
Value ($000) $88 Shares 1,027 Est. Cost $76.74 Unrealized +1.2%
CMI CUMMINS INC 0.1%
Value ($000) $88 Shares 509 Est. Cost $134.72 Unrealized +3.4%
ROYAL DUTCH SHELL FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $86 Shares 2,653 Est. Cost $59.00 Unrealized
DGRW WISDOMTREE US QLT DIV GRW ETF 0.1%
Value ($000) $85 Shares 1,875 Est. Cost $38.65 Unrealized
SNY SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $84 Shares 1,661 Est. Cost $43.35 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $82 Shares 1,485 Est. Cost $47.50 Unrealized +3.1%
VTR VENTAS INC REIT 0.1%
Value ($000) $81 Shares 2,222 Est. Cost $39.41 Unrealized -31.6%
SLV ISHARES SILVER TRUST ETF 0.1%
Value ($000) $80 Shares 4,745 Est. Cost $12.86 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $78 Shares 481 Est. Cost $128.17 Unrealized +12.3%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.1%
Value ($000) $76 Shares 486 Est. Cost $151.35 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $76 Shares 600 Est. Cost $101.63 Unrealized -2.1%
PIMCO DYNMC CRDT AND MRT 0.1%
Value ($000) $74 Shares 4,047 Est. Cost $16.80 Unrealized
AEP AMER ELECTRIC PWR CO 0.1%
Value ($000) $71 Shares 895 Est. Cost $76.54 Unrealized -13.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $71 Shares 972 Est. Cost $70.52 Unrealized -5.9%
O REALTY INCM CORP REIT 0.0%
Value ($000) $68 Shares 1,144 Est. Cost $49.57 Unrealized -19.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $68 Shares 780 Est. Cost $85.05 Unrealized
USB U S BANCORP 0.0%
Value ($000) $68 Shares 1,861 Est. Cost $36.82 Unrealized -24.4%
GENERAL ELECTRIC CO 0.0%
Value ($000) $67 Shares 9,948 Est. Cost $7.60 Unrealized
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $66 Shares 215 Est. Cost $315.50 Unrealized -5.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $65 Shares 693 Est. Cost $101.63 Unrealized -15.8%
CYH COMMUNITY HEALTH SYS 0.0%
Value ($000) $63 Shares 21,000 Est. Cost $3.21 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $60 Shares 750 Est. Cost $63.12 Unrealized -0.8%
MCY MERCURY GEN CORP 0.0%
Value ($000) $59 Shares 1,450 Est. Cost $45.63 Unrealized -12.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $58 Shares 1,121 Est. Cost $44.29 Unrealized +0.2%
BTI BRIT AMER TOBACCO FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $57 Shares 1,488 Est. Cost $33.60 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $57 Shares 1,004 Est. Cost $47.48 Unrealized 0.0%
SCHA SCHWAB US SMALL CAP ETF 0.0%
Value ($000) $54 Shares 838 Est. Cost $50.59 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $53 Shares 1,384 Est. Cost $32.92 Unrealized
BIDU BAIDU COM INC FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.0%
Value ($000) $53 Shares 446 Est. Cost $101.57 Unrealized
SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $53 Shares 383 Est. Cost $109.66 Unrealized
FNV FRANCO NEVADA CORP F 0.0%
Value ($000) $53 Shares 385 Est. Cost $102.98 Unrealized +22.7%
UPS UNITED PARCEL SRVC CLASS B 0.0%
Value ($000) $49 Shares 447 Est. Cost $81.74 Unrealized -2.4%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $48 Shares 322 Est. Cost $136.65 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $48 Shares 319 Est. Cost $115.99 Unrealized
IYJ ISHARES US INDUSTRIALS ETF 0.0%
Value ($000) $47 Shares 313 Est. Cost $121.41 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $47 Shares 375 Est. Cost $113.38 Unrealized -6.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $46 Shares 1,662 Est. Cost $48.02 Unrealized -48.5%
WELL WELLTOWER INC REIT 0.0%
Value ($000) $46 Shares 894 Est. Cost $61.61 Unrealized -32.2%
ACN ACCENTURE PLC FCLASS A 0.0%
Value ($000) $46 Shares 215 Est. Cost $177.04 Unrealized -1.4%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $46 Shares 244 Est. Cost $142.31 Unrealized +17.5%
HOLLY ENERGY PARTNERS LP 0.0%
Value ($000) $45 Shares 3,096 Est. Cost $13.95 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $45 Shares 2,028 Est. Cost $17.13 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $43 Shares 535 Est. Cost $73.05 Unrealized
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $42 Shares 2,329 Est. Cost $30.07 Unrealized -50.7%
GIS GENERAL MILLS INC 0.0%
Value ($000) $41 Shares 667 Est. Cost $43.47 Unrealized +14.8%
AEM AGNICO EAGLE MINES F 0.0%
Value ($000) $41 Shares 655 Est. Cost $45.82 Unrealized +12.9%
IOVA IOVANCE BIOTHERAPEUTICS 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $26.51 Unrealized +24.0%
VBR VANGUARD SMALL CAP VALUEETF 0.0%
Value ($000) $40 Shares 380 Est. Cost $86.84 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $40 Shares 779 Est. Cost $31.52 Unrealized +21.9%
F FORD MOTOR CO 0.0%
Value ($000) $40 Shares 6,659 Est. Cost $5.65 Unrealized -25.7%
IJH ISHARES CORE S&P MID-CAPETF 0.0%
Value ($000) $40 Shares 226 Est. Cost $141.59 Unrealized
ETN EATON CORP PLC F 0.0%
Value ($000) $40 Shares 467 Est. Cost $82.63 Unrealized -9.5%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $39 Shares 322 Est. Cost $119.12 Unrealized
PFF ISHARES PREFERRED INCOMESEC ETF 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $31.82 Unrealized
CRM SALESFORCE COM 0.0%
Value ($000) $38 Shares 205 Est. Cost $169.39 Unrealized -1.7%
WPM WHEATON PRECIOUS METAL F 0.0%
Value ($000) $38 Shares 875 Est. Cost $26.98 Unrealized +36.9%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $38 Shares 67 Est. Cost $183.15 Unrealized -2.1%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $37 Shares 733 Est. Cost $46.70 Unrealized -4.6%
KIRKLAND LAKE GOLD LIM F 0.0%
Value ($000) $37 Shares 900 Est. Cost $41.11 Unrealized
U.S. QUALITY DIVIDEND ETF 0.0%
Value ($000) $37 Shares 1,119 Est. Cost $28.83 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO ETF 0.0%
Value ($000) $36 Shares 997 Est. Cost $0.58 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $35 Shares 524 Est. Cost $55.34 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $35 Shares 196 Est. Cost $147.96 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $34 Shares 247 Est. Cost $112.10 Unrealized +0.5%
TSM TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $34 Shares 607 Est. Cost $47.78 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $33 Shares 300 Est. Cost $108.33 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $32 Shares 309 Est. Cost $75.54 Unrealized +27.6%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $31 Shares 100 Est. Cost $223.73 Unrealized +14.3%
HANESBRANDS INC 0.0%
Value ($000) $31 Shares 2,762 Est. Cost $7.60 Unrealized
SJM J M SMUCKER CO 0.0%
Value ($000) $31 Shares 294 Est. Cost $88.23 Unrealized +5.9%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $30 Shares 255 Est. Cost $94.12 Unrealized
UMH UMH PROPERTIES INC. REIT 0.0%
Value ($000) $30 Shares 2,369 Est. Cost $10.55 Unrealized
PINNACLE FINL PARTNR 0.0%
Value ($000) $30 Shares 720 Est. Cost $37.50 Unrealized
BOND PIMCO ACTIVE BOND ETF 0.0%
Value ($000) $30 Shares 273 Est. Cost $102.94 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $29 Shares 495 Est. Cost $57.18 Unrealized -16.5%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $29 Shares 162 Est. Cost $166.66 Unrealized -10.4%
TSN TYSON FOODS INC CLASS A 0.0%
Value ($000) $29 Shares 498 Est. Cost $60.50 Unrealized -15.4%
PIONEER NATURAL RES 0.0%
Value ($000) $28 Shares 291 Est. Cost $70.58 Unrealized
EL ESTEE LAUDER CO INC CLASS A 0.0%
Value ($000) $28 Shares 150 Est. Cost $178.51 Unrealized -7.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $27 Shares 176 Est. Cost $125.00 Unrealized
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $27 Shares 94 Est. Cost $287.82 Unrealized -5.0%
SCHH CHARLES SCHWAB US REIT ETF 0.0%
Value ($000) $26 Shares 752 Est. Cost $32.34 Unrealized
PAAS PAN AMERN SILVER CORP F 0.0%
Value ($000) $25 Shares 850 Est. Cost $20.77 Unrealized +14.2%
NUANCE COMMUN INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $16.00 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $25 Shares 168 Est. Cost $140.83 Unrealized -1.1%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $24 Shares 4,173 Est. Cost $4.79 Unrealized
NHI NTNL HEALTH INVE REIT 0.0%
Value ($000) $24 Shares 410 Est. Cost $48.78 Unrealized
TER TERADYNE INCORPORATE 0.0%
Value ($000) $24 Shares 293 Est. Cost $61.91 Unrealized +5.8%
IP INTERNTNL PAPER 0.0%
Value ($000) $24 Shares 690 Est. Cost $28.50 Unrealized -13.0%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $23 Shares 66 Est. Cost $310.51 Unrealized +6.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $23 Shares 624 Est. Cost $35.97 Unrealized -22.9%
ITOT ISHARES CORE S&P TOTAL US STOCK MARK 0.0%
Value ($000) $23 Shares 342 Est. Cost $55.56 Unrealized
BANCORPSOUTH BANK TUPELO 0.0%
Value ($000) $22 Shares 969 Est. Cost $18.58 Unrealized
APACHE CORP 0.0%
Value ($000) $22 Shares 1,691 Est. Cost $4.14 Unrealized
SPDR MFS SYSTEMATIC COREEQUITY ETF 0.0%
Value ($000) $22 Shares 271 Est. Cost $66.42 Unrealized
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $21 Shares 242 Est. Cost $78.51 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $21 Shares 303 Est. Cost $51.89 Unrealized -0.3%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $21 Shares 360 Est. Cost $55.81 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $21 Shares 600 Est. Cost $39.67 Unrealized -20.4%
XYZ SQUARE INC CLASS A 0.0%
Value ($000) $20 Shares 200 Est. Cost $68.39 Unrealized +11.9%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $20 Shares 339 Est. Cost $53.10 Unrealized
PIMCO DYNAMIC INCOME CF 0.0%
Value ($000) $20 Shares 847 Est. Cost $21.92 Unrealized
WALGREENS BOOTS ALLI 0.0%
Value ($000) $20 Shares 482 Est. Cost $45.64 Unrealized
COF CAPITAL ONE FC 0.0%
Value ($000) $19 Shares 306 Est. Cost $79.47 Unrealized -28.7%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $19 Shares 266 Est. Cost $60.15 Unrealized
SPOT SPOTIFY TECHNOLOGY F 0.0%
Value ($000) $19 Shares 75 Est. Cost $141.56 Unrealized +21.1%
GRAN TIERRA ENERGY 0.0%
Value ($000) $18 Shares 52,830 Est. Cost $1.12 Unrealized
DLR DIGITAL REALTY TRUST REIT 0.0%
Value ($000) $18 Shares 127 Est. Cost $104.78 Unrealized +11.1%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $18 Shares 150 Est. Cost $120.00 Unrealized
STZ CONSTELLATION BRAND CLASS A 0.0%
Value ($000) $18 Shares 104 Est. Cost $160.13 Unrealized -5.1%
XEL XCEL ENERGY INC MINN 0.0%
Value ($000) $18 Shares 298 Est. Cost $54.26 Unrealized -2.7%
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $17 Shares 138 Est. Cost $95.54 Unrealized -6.0%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $17 Shares 160 Est. Cost $106.25 Unrealized
RENEWABLE ENERGY GRP 0.0%
Value ($000) $17 Shares 721 Est. Cost $19.42 Unrealized
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $17 Shares 140 Est. Cost $92.62 Unrealized +4.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $17 Shares 235 Est. Cost $67.41 Unrealized -12.5%
TAP MOLSON COORS BEVERAGE CLCLASS B 0.0%
Value ($000) $17 Shares 500 Est. Cost $43.72 Unrealized -20.5%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $16 Shares 50 Est. Cost $260.00 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $16 Shares 669 Est. Cost $25.07 Unrealized -29.3%
VMBS VANGUARD MORTGAGE BACKEDSEC ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.43 Unrealized
MGM GROWTH PPTYS LLC CLASS A 0.0%
Value ($000) $16 Shares 607 Est. Cost $23.59 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.67 Unrealized
PENN PENN NTNL GAMING 0.0%
Value ($000) $16 Shares 530 Est. Cost $25.13 Unrealized -8.9%
DOCU DOCUSIGN INC 0.0%
Value ($000) $16 Shares 96 Est. Cost $80.42 Unrealized +56.7%
XLI SELECT SECTOR INDUSTRIALSPDR ETF 0.0%
Value ($000) $16 Shares 245 Est. Cost $57.14 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $16 Shares 229 Est. Cost $70.81 Unrealized -11.6%
JERNIGAN CAPITAL INCORPO 0.0%
Value ($000) $16 Shares 1,240 Est. Cost $10.48 Unrealized
PAGP PLAINS GP HLDGS 0.0%
Value ($000) $16 Shares 1,850 Est. Cost $5.41 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $15 Shares 375 Est. Cost $47.18 Unrealized -10.5%
IDV ISHARES INTERNATIONAL SEL DIV ETF 0.0%
Value ($000) $15 Shares 633 Est. Cost $23.70 Unrealized
GLW CORNING INC 0.0%
Value ($000) $15 Shares 600 Est. Cost $22.10 Unrealized -12.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $15 Shares 66 Est. Cost $54.30 Unrealized -4.3%
BLACKROCK INC 0.0%
Value ($000) $15 Shares 28 Est. Cost $428.57 Unrealized
XPO XPO LOGISTICS INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $26.73 Unrealized -10.4%
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $15 Shares 128 Est. Cost $124.85 Unrealized -11.9%
IRM IRON MOUNTAIN US HOLDINGREIT 0.0%
Value ($000) $15 Shares 578 Est. Cost $20.30 Unrealized -5.0%
WU WESTERN UNION CO 0.0%
Value ($000) $15 Shares 709 Est. Cost $17.02 Unrealized
LYG LLOYDS BANKING GROUP FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $15 Shares 10,100 Est. Cost $1.49 Unrealized
MLI MUELLER INDS INC 0.0%
Value ($000) $15 Shares 588 Est. Cost $13.23 Unrealized -11.8%
MS MORGAN STANLEY 0.0%
Value ($000) $15 Shares 313 Est. Cost $39.15 Unrealized -10.1%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $14 Shares 580 Est. Cost $28.08 Unrealized
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.0%
Value ($000) $14 Shares 148 Est. Cost $87.84 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS MIX ETF 0.0%
Value ($000) $14 Shares 239 Est. Cost $50.21 Unrealized
WTW WILLIS TOWERS WATSON P F 0.0%
Value ($000) $14 Shares 75 Est. Cost $181.50 Unrealized -2.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $14 Shares 153 Est. Cost $94.25 Unrealized -9.1%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $14 Shares 600 Est. Cost $30.27 Unrealized -28.2%
AVGO BROADCOM INC 0.0%
Value ($000) $13 Shares 44 Est. Cost $24.28 Unrealized +1.0%
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $13 Shares 180 Est. Cost $60.40 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $13 Shares 41 Est. Cost $267.10 Unrealized +14.4%
EATON VANCE TAX MGD BUY 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.00 Unrealized
EXAS EXACT SCIENCES CORPORATI 0.0%
Value ($000) $13 Shares 150 Est. Cost $81.19 Unrealized -1.6%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $13 Shares 80 Est. Cost $144.98 Unrealized -2.4%
HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $13 Shares 567 Est. Cost $26.46 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $12 Shares 1,100 Est. Cost $16.00 Unrealized -30.5%
CWH CAMPING WORLD HOLDINGS ICLASS A 0.0%
Value ($000) $12 Shares 450 Est. Cost $9.11 Unrealized +31.7%
VB VANGUARD SMALL CAP ETF IV 0.0%
Value ($000) $12 Shares 84 Est. Cost $107.14 Unrealized
CCI CROWN CASTLE INTL CO REIT 0.0%
Value ($000) $12 Shares 77 Est. Cost $114.89 Unrealized +8.9%
SFIX STITCH FIX INC CLASS A 0.0%
Value ($000) $12 Shares 500 Est. Cost $21.69 Unrealized -9.0%
NGL NGL ENERGY PARTNERS L LP 0.0%
Value ($000) $11 Shares 2,950 Est. Cost $2.37 Unrealized
OTEX OPEN TEXT CORP F 0.0%
Value ($000) $11 Shares 259 Est. Cost $36.38 Unrealized -6.0%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.00 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $36.67 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $11 Shares 208 Est. Cost $18.15 Unrealized -3.9%
SILVERCREST METALS INC F 0.0%
Value ($000) $10 Shares 1,180 Est. Cost $5.08 Unrealized
FS KKR CAP CORP II 0.0%
Value ($000) $10 Shares 817 Est. Cost $12.24 Unrealized
FORTUNA SILVER MINES F 0.0%
Value ($000) $10 Shares 1,965 Est. Cost $2.04 Unrealized
ADM ARCHER DANIELS MIDLAND C 0.0%
Value ($000) $10 Shares 261 Est. Cost $34.54 Unrealized -7.6%
WYNN WYNN RESORTS 0.0%
Value ($000) $10 Shares 136 Est. Cost $91.52 Unrealized -14.9%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $10 Shares 190 Est. Cost $21.15 Unrealized -2.6%
CANOPY GROWTH CORP F 0.0%
Value ($000) $9 Shares 600 Est. Cost $13.33 Unrealized
MAG SILVER CORP F 0.0%
Value ($000) $9 Shares 700 Est. Cost $7.14 Unrealized
CONSOL COAL RESOURCES LP 0.0%
Value ($000) $9 Shares 2,337 Est. Cost $4.56 Unrealized
TFIN TRIUMPH BANCORP INC 0.0%
Value ($000) $9 Shares 405 Est. Cost $24.52 Unrealized 0.0%
INMD INMODE LTD F 0.0%
Value ($000) $9 Shares 350 Est. Cost $17.68 Unrealized -24.4%
EIX EDISON INTERNTNL 0.0%
Value ($000) $9 Shares 166 Est. Cost $53.09 Unrealized -16.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $9 Shares 93 Est. Cost $85.89 Unrealized -0.5%
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.0%
Value ($000) $9 Shares 71 Est. Cost $84.51 Unrealized
AON AON PLC FCLASS A 0.0%
Value ($000) $8 Shares 42 Est. Cost $178.56 Unrealized 0.0%
DBX DROPBOX INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $18.19 Unrealized +16.2%
DOW DOW INC 0.0%
Value ($000) $8 Shares 208 Est. Cost $30.58 Unrealized -12.2%
TOTAL S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $8 Shares 217 Est. Cost $36.87 Unrealized
CDW CDW CORP 0.0%
Value ($000) $7 Shares 63 Est. Cost $114.00 Unrealized -11.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 134 Est. Cost $65.64 Unrealized
BIP BROOKFIELD INFRASTRUC LP 0.0%
Value ($000) $7 Shares 185 Est. Cost $32.43 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $7 Shares 86 Est. Cost $75.18 Unrealized -10.4%
ITA ISHARES US AEROSPACE DEFENSE ETF 0.0%
Value ($000) $7 Shares 44 Est. Cost $136.36 Unrealized
SVM SILVERCORP METALS F 0.0%
Value ($000) $7 Shares 1,415 Est. Cost $4.25 Unrealized -1.1%
INTU INTUIT INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $260.89 Unrealized +1.5%
BROOKFIELD ASSET MGM FCLASS A 0.0%
Value ($000) $7 Shares 225 Est. Cost $37.04 Unrealized
OKTA OKTA INC CLASS A 0.0%
Value ($000) $7 Shares 39 Est. Cost $169.77 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $7 Shares 34 Est. Cost $147.06 Unrealized
CHTR CHARTER COMMUNICATN CLASS A 0.0%
Value ($000) $7 Shares 14 Est. Cost $489.07 Unrealized +3.7%
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $7 Shares 53 Est. Cost $125.31 Unrealized -0.7%
BERRY GLOBAL GROUP 0.0%
Value ($000) $7 Shares 160 Est. Cost $31.25 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $6 Shares 599 Est. Cost $9.79 Unrealized -12.4%
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.0%
Value ($000) $6 Shares 39 Est. Cost $128.21 Unrealized
BLACKROCK CORE BOND CF 0.0%
Value ($000) $6 Shares 448 Est. Cost $13.39 Unrealized
ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $6 Shares 281 Est. Cost $29.13 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.25 Unrealized 0.0%
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value ($000) $6 Shares 31 Est. Cost $161.29 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $6 Shares 158 Est. Cost $31.25 Unrealized
NTNL OILWELL VAR 0.0%
Value ($000) $6 Shares 500 Est. Cost $8.00 Unrealized
TRP TC ENERGY CORP F 0.0%
Value ($000) $6 Shares 148 Est. Cost $37.32 Unrealized -10.3%
HLT HILTON WORLDWIDE HLD 0.0%
Value ($000) $6 Shares 90 Est. Cost $76.85 Unrealized -4.6%
CNP CENTERPOINT ENERGY 0.0%
Value ($000) $6 Shares 349 Est. Cost $19.59 Unrealized -24.1%
CNX C N X RESOURCES CORPORAT 0.0%
Value ($000) $6 Shares 800 Est. Cost $6.65 Unrealized +51.3%
AMERICA MOVIL SAB FSPONSORED ADR 1 ADR REPS 20 ORD SHS 0.0%
Value ($000) $6 Shares 536 Est. Cost $11.19 Unrealized
USIG ISHARES BRD USD INV GRD CORP BD ETF 0.0%
Value ($000) $6 Shares 101 Est. Cost $49.50 Unrealized
RCL ROYAL CARIBBEAN CRUISE F 0.0%
Value ($000) $5 Shares 100 Est. Cost $89.00 Unrealized -50.0%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $5 Shares 170 Est. Cost $36.75 Unrealized -33.7%
SLGN SILGAN HOLDINGS INC 0.0%
Value ($000) $5 Shares 185 Est. Cost $30.10 Unrealized +8.1%
CTVA CORTEVA INC 0.0%
Value ($000) $5 Shares 208 Est. Cost $25.57 Unrealized -4.8%
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.0%
Value ($000) $5 Shares 35 Est. Cost $114.29 Unrealized
KEY KEYCORP INC 0.0%
Value ($000) $5 Shares 466 Est. Cost $12.44 Unrealized -29.1%
VIACOMCBS INC CLASS B 0.0%
Value ($000) $5 Shares 248 Est. Cost $12.20 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $5 Shares 136 Est. Cost $38.36 Unrealized -29.2%
SPG SIMON PPTY GROUP REIT 0.0%
Value ($000) $5 Shares 86 Est. Cost $62.53 Unrealized -27.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $239.46 Unrealized -6.0%
MGA MAGNA INTL INC F 0.0%
Value ($000) $5 Shares 116 Est. Cost $38.10 Unrealized -13.4%
CRNC CERENCE INC 0.0%
Value ($000) $5 Shares 125 Est. Cost $21.02 Unrealized +36.7%
TWITTER INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.73 Unrealized
PUK PRUDENTIAL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $5 Shares 182 Est. Cost $21.98 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $5 Shares 156 Est. Cost $32.05 Unrealized
FISV FISERV INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $111.08 Unrealized -9.3%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $4 Shares 141 Est. Cost $21.28 Unrealized
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $4 Shares 86 Est. Cost $34.88 Unrealized
HBAN HUNTINGTON BANCSHS 0.0%
Value ($000) $4 Shares 538 Est. Cost $9.30 Unrealized -26.7%
DENNYS CORP 0.0%
Value ($000) $4 Shares 465 Est. Cost $8.60 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $4 Shares 108 Est. Cost $44.08 Unrealized -15.9%
FRANKLIN FINL NETWK 0.0%
Value ($000) $4 Shares 167 Est. Cost $17.96 Unrealized
ROKU ROKU I N C CLASS A 0.0%
Value ($000) $4 Shares 36 Est. Cost $114.76 Unrealized -0.3%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $4 Shares 70 Est. Cost $57.14 Unrealized
GT GOODYEAR TIRE RUBBER 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.92 Unrealized -30.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $4 Shares 7 Est. Cost $171.20 Unrealized +0.2%
SK TELECOM CO LTD FSPONSORED ADR 1 ADR REP 0.11 ORD SHS 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
TIM PARTICIPACOES S A FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $4 Shares 370 Est. Cost $10.81 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $4 Shares 475 Est. Cost $8.42 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.13 Unrealized 0.0%
NET CLOUDFLARE INC CLASS A 0.0%
Value ($000) $4 Shares 115 Est. Cost $27.93 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $4 Shares 312 Est. Cost $20.46 Unrealized -38.7%
GOVT ISHARES US TREASURY BONDETF 0.0%
Value ($000) $4 Shares 166 Est. Cost $24.10 Unrealized
BUNGE LIMITED F 0.0%
Value ($000) $4 Shares 103 Est. Cost $38.83 Unrealized
CHINA LIFE INSRNC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $4 Shares 406 Est. Cost $7.39 Unrealized
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $4 Shares 29 Est. Cost $141.95 Unrealized -10.5%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $93.75 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $251.41 Unrealized -1.7%
ULTA ULTA BEAUTY INC. 0.0%
Value ($000) $4 Shares 20 Est. Cost $215.03 Unrealized 0.0%
SONY SONY CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 125 Est. Cost $20.68 Unrealized +11.6%
JCI JOHNSON CONTROLS INTER F 0.0%
Value ($000) $3 Shares 110 Est. Cost $32.96 Unrealized -16.7%
AAL AMERICAN AIRLS GROUP 0.0%
Value ($000) $3 Shares 300 Est. Cost $15.32 Unrealized -20.8%
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $3 Shares 195 Est. Cost $25.29 Unrealized -38.8%
CARG CARGURUS INC CLASS A 0.0%
Value ($000) $3 Shares 130 Est. Cost $23.29 Unrealized 0.0%
MINT PIMCO ENHANCED SHRT MATURTY ACTV ETF 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
FLEXION THERAPEUTICS 0.0%
Value ($000) $3 Shares 300 Est. Cost $6.67 Unrealized
CQQQ INVESCO CHINA TECHNOLOGYETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $33.33 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $3 Shares 87 Est. Cost $36.33 Unrealized -10.3%
TNC TENNANT CO 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.35 Unrealized 0.0%
CITRIX SYSTEMS INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $142.86 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $58.06 Unrealized 0.0%
REGN REGENERON PHARMS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $564.49 Unrealized 0.0%
OSK OSHKOSH CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $62.11 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 121 Est. Cost $25.12 Unrealized -17.9%
WESTROCK CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $2 Shares 110 Est. Cost $18.18 Unrealized
CBRL CRACKER BARREL OLD COUNT 0.0%
Value ($000) $2 Shares 21 Est. Cost $109.62 Unrealized -26.8%
CF CF INDUSTRIES HLDG 0.0%
Value ($000) $2 Shares 105 Est. Cost $32.16 Unrealized -22.6%
DXCM DEXCOM INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $62.23 Unrealized +43.8%
VIRGIN GALACTIC HLDGS IN 0.0%
Value ($000) $2 Shares 177 Est. Cost $8.97 Unrealized
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $2 Shares 57 Est. Cost $53.02 Unrealized 0.0%
INOVIO PHARMA 0.0%
Value ($000) $2 Shares 103 Est. Cost $19.42 Unrealized
SCHZ SCHWAB US AGGREGATE BONDETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
KSS KOHLS CORP 0.0%
Value ($000) $2 Shares 118 Est. Cost $37.48 Unrealized -48.6%
HORIZON THERAPEUTICS P F 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.51 Unrealized
ZM ZOOM VIDEO COMMUNICATION 0.0%
Value ($000) $2 Shares 8 Est. Cost $98.68 Unrealized +82.3%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $196.57 Unrealized 0.0%
XILINX INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
CORENERGY INFRAST REIT 0.0%
Value ($000) $1 Shares 156 Est. Cost $12.82 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.76 Unrealized 0.0%
DBI DESIGNER BRANDS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.39 Unrealized 0.0%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 109 Est. Cost $9.34 Unrealized
USHY ISHARES BROAD USD HG YLDCRP BND ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.65 Unrealized -8.1%
TDC TERADATA CORP 0.0%
Value ($000) $1 Shares 58 Est. Cost $23.04 Unrealized -5.7%
CCL CARNIVAL CORP F 0.0%
Value ($000) $1 Shares 100 Est. Cost $35.30 Unrealized -57.6%
CCEP COCA-COLA EURO PTNRS F 0.0%
Value ($000) $1 Shares 49 Est. Cost $40.81 Unrealized -19.3%
FOXA FOX CORP CLASS A 0.0%
Value ($000) $1 Shares 40 Est. Cost $30.41 Unrealized -17.5%
HAL HALLIBURTON CO HLDG 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.78 Unrealized 0.0%
SGOL ABERDEEN STNDRD PHYSCL SWISS GLD ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
GRUBHUB 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
BHF BRIGHTHOUSE FINL INC0050 0.0%
Value ($000) $1 Shares 37 Est. Cost $35.37 Unrealized -22.1%
OKE ONEOK INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $41.19 Unrealized -44.9%
BED BATH & BEYOND 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
PCY INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
QSR RESTAURANT BRANDS F 0.0%
Value ($000) $1 Shares 28 Est. Cost $50.43 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $32.56 Unrealized 0.0%
PREF APT COMMUNITIES REIT 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $69.97 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
MERITOR INC 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $16.34 Unrealized -56.6%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.35 Unrealized 0.0%
SSSS SUTTER ROCK CAP CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $6.69 Unrealized 0.0%
RMR R M R GROUP INC CLASS A 0.0%
Value ($000) $0 Shares 33 Est. Cost $16.48 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 13 Est. Cost $63.79 Unrealized -11.9%
VYX NCR CORP 0.0%
Value ($000) $0 Shares 34 Est. Cost $17.17 Unrealized -33.3%
BROOKFIELD INFRASTRUCT FCLASS A 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
ADNT ADIENT PLC F 0.0%
Value ($000) $0 Shares 11 Est. Cost $20.14 Unrealized -24.5%
THERAPEUTICSMD INC 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
GENIUS BRANDS INTL 0.0%
Value ($000) $0 Shares 132 Est. Cost Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.19 Unrealized -19.6%
WAB WABTEC 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.30 Unrealized -17.3%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
AEROJET ROCKETDYNE HOLDI 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BB BLACKBERRY LTD F 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.43 Unrealized -16.8%
KMI KINDER MORGAN INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $13.37 Unrealized -18.8%
LUMBER LIQUIDATORS 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
GERN GERON CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.22 Unrealized +22.1%
MTB M & T BANK CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $87.80 Unrealized 0.0%
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.27 Unrealized 0.0%
ALC ALCON INC F 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.67 Unrealized -1.5%
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.22 Unrealized 0.0%
VALPQ VALARIS PLC F 0.0%
Value ($000) $0 Shares 56 Est. Cost Unrealized
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.20 Unrealized -13.4%
COLONY CAPITAL INC NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost Unrealized
CLLS CELLECTIS S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
CHIMERA INVESTMENT 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
CI CIGNA CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $177.44 Unrealized -2.2%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
TCPC BLACKROCK TCP CAPITAL CO 0.0%
Value ($000) $0 Shares 40 Est. Cost $8.60 Unrealized 0.0%
AURORA CANNABIS INC F 0.0%
Value ($000) $0 Shares 59 Est. Cost Unrealized
WIDEPOINT CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
FLIR SYSTEMS INC 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.67 Unrealized
DBEF XTRACKERS MSCI EAFE HDGDEQY ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.81 Unrealized -20.1%