TRUE Private Wealth Advisors Diversified Active

CIK: 0001667074 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 7, 2020

Total Value ($000): $546,632 (100.0% shares, 0.0% debt)

Holdings (721)

ITOT iShares Core S&P Total US Stock Mkt ETF 14.1%
Value ($000) $77,101 Shares 1,110,337 Est. Cost $64.15 Unrealized
SHY iShares 1-3 Year Treasury Bond 8.1%
Value ($000) $44,129 Shares 509,525 Est. Cost $83.69 Unrealized
GVI iShares Intermediate Govt/Crdt Bd ETF 4.7%
Value ($000) $25,814 Shares 219,286 Est. Cost $10691.44 Unrealized
iShares Gold Trust 4.1%
Value ($000) $22,563 Shares 1,328,041 Est. Cost $14.71 Unrealized
USMV iShares Edge MSCI Min Vol USA 4.1%
Value ($000) $22,285 Shares 367,571 Est. Cost $23168.05 Unrealized
IXUS iShares Core MSCI Total Intl Stk ETF 3.2%
Value ($000) $17,720 Shares 325,026 Est. Cost $47.91 Unrealized
IVW iShares S&P 500 Growth 3.2%
Value ($000) $17,521 Shares 84,444 Est. Cost $7071.87 Unrealized
AAPL Apple Inc 3.2%
Value ($000) $17,353 Shares 47,569 Est. Cost $40.27 Unrealized +86.5%
ISTB iShares Core 1-5 Year USD Bond ETF 2.5%
Value ($000) $13,797 Shares 268,072 Est. Cost $49.65 Unrealized
IUSG Ishares Core U S Growth Etf 2.5%
Value ($000) $13,723 Shares 190,923 Est. Cost $5440.93 Unrealized
IEFA iShares Core MSCI EAFE 2.2%
Value ($000) $12,091 Shares 211,529 Est. Cost $59.47 Unrealized
IUSV iShares Core S&P US Value ETF 2.1%
Value ($000) $11,717 Shares 224,347 Est. Cost $5787.30 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $8,829 Shares 43,387 Est. Cost $103.05 Unrealized +67.9%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 1.6%
Value ($000) $8,514 Shares 63,307 Est. Cost $126.69 Unrealized
IWD iShares Russell 1000 Value 1.4%
Value ($000) $7,801 Shares 69,274 Est. Cost $260.35 Unrealized
STIP iShares 0-5 Year TIPS Bond ETF 1.3%
Value ($000) $7,090 Shares 69,247 Est. Cost $100.16 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 1.2%
Value ($000) $6,373 Shares 133,899 Est. Cost $45.52 Unrealized
IVE iShares S&P 500 Value 1.1%
Value ($000) $6,276 Shares 58,001 Est. Cost $99.28 Unrealized
AMZN Amazon.com Inc 1.1%
Value ($000) $6,041 Shares 2,190 Est. Cost $79.76 Unrealized +51.4%
DVY iShares Select Dividend 0.9%
Value ($000) $5,152 Shares 63,837 Est. Cost $105.66 Unrealized
IVV iShares Core S&P 500 0.9%
Value ($000) $4,969 Shares 16,046 Est. Cost $5739.80 Unrealized
IJR iShares Core S&P Small-Cap 0.9%
Value ($000) $4,686 Shares 68,621 Est. Cost $16005.56 Unrealized
AGG iShares Core US Aggregate Bond 0.7%
Value ($000) $4,060 Shares 34,353 Est. Cost $108.83 Unrealized
T AT&T Inc 0.7%
Value ($000) $3,888 Shares 128,615 Est. Cost $16.15 Unrealized -4.0%
BSV Vanguard Short-Term Bond ETF 0.7%
Value ($000) $3,703 Shares 44,562 Est. Cost $83.10 Unrealized
CVX Chevron Corp 0.7%
Value ($000) $3,684 Shares 41,291 Est. Cost $73.49 Unrealized -5.0%
ABBV AbbVie Inc 0.6%
Value ($000) $3,353 Shares 34,154 Est. Cost $65.46 Unrealized +7.7%
BUD Anheuser-Busch InBev SA/NV 0.6%
Value ($000) $3,336 Shares 66,919 Est. Cost $46.68 Unrealized
ESGU iShares ESG MSCI USA ETF 0.6%
Value ($000) $3,193 Shares 45,634 Est. Cost $62.77 Unrealized
IJH iShares Core S&P Mid-Cap 0.6%
Value ($000) $3,157 Shares 17,756 Est. Cost $39991.28 Unrealized
MMM 3M Co 0.6%
Value ($000) $3,102 Shares 19,891 Est. Cost $106.22 Unrealized -3.6%
PFE Pfizer Inc 0.6%
Value ($000) $3,095 Shares 94,674 Est. Cost $24.40 Unrealized +6.5%
PEP PepsiCo Inc 0.6%
Value ($000) $3,048 Shares 23,047 Est. Cost $105.02 Unrealized +5.5%
EMR Emerson Electric Co 0.5%
Value ($000) $3,004 Shares 48,431 Est. Cost $57.84 Unrealized -13.1%
VGT Vanguard Information Technology ETF 0.5%
Value ($000) $2,925 Shares 10,495 Est. Cost $9939.09 Unrealized
JPM JPMorgan Chase & Co 0.5%
Value ($000) $2,859 Shares 30,403 Est. Cost $79.10 Unrealized +3.3%
F Ford Motor Co 0.5%
Value ($000) $2,852 Shares 469,188 Est. Cost $5.73 Unrealized -26.6%
GS Goldman Sachs Group Inc 0.5%
Value ($000) $2,598 Shares 13,148 Est. Cost $184.45 Unrealized -11.0%
ESGE iShares ESG MSCI EM ETF 0.5%
Value ($000) $2,505 Shares 78,105 Est. Cost $29.91 Unrealized
IRM Iron Mountain Inc 0.5%
Value ($000) $2,491 Shares 93,237 Est. Cost $22.57 Unrealized -14.6%
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.5%
Value ($000) $2,470 Shares 25,965 Est. Cost $88.12 Unrealized
GILD Gilead Sciences Inc 0.4%
Value ($000) $2,448 Shares 31,822 Est. Cost $54.98 Unrealized +11.8%
GOVT iShares US Treasury Bond 0.4%
Value ($000) $2,365 Shares 84,520 Est. Cost $28.01 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.4%
Value ($000) $2,289 Shares 27,542 Est. Cost $83.11 Unrealized
MBB iShares MBS 0.4%
Value ($000) $2,283 Shares 20,629 Est. Cost $11610.33 Unrealized
LLY Eli Lilly and Co 0.4%
Value ($000) $2,222 Shares 13,538 Est. Cost $76.52 Unrealized +88.1%
Umpqua Holdings Corp 0.4%
Value ($000) $2,211 Shares 207,852 Est. Cost $11.51 Unrealized
META Facebook Inc A 0.4%
Value ($000) $2,143 Shares 9,439 Est. Cost $144.03 Unrealized +44.0%
IGSB Ishares Tr Sh Tr Crport Etf 0.4%
Value ($000) $2,118 Shares 38,727 Est. Cost $3179.22 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $2,081 Shares 14,803 Est. Cost $92.60 Unrealized +34.2%
IWB iShares Russell 1000 0.4%
Value ($000) $2,079 Shares 12,110 Est. Cost $126.41 Unrealized
FREL Fidelity MSCI Real Estate ETF 0.4%
Value ($000) $2,000 Shares 85,581 Est. Cost $710.64 Unrealized
NKE Nike Inc B 0.4%
Value ($000) $1,934 Shares 19,677 Est. Cost $58.80 Unrealized +45.3%
VZ Verizon Communications Inc 0.3%
Value ($000) $1,906 Shares 34,590 Est. Cost $34.01 Unrealized +19.8%
USB US Bancorp 0.3%
Value ($000) $1,895 Shares 50,910 Est. Cost $29.19 Unrealized -4.6%
BA Boeing Co 0.3%
Value ($000) $1,839 Shares 10,032 Est. Cost $208.04 Unrealized -26.1%
AOR iShares Core Growth Allocation ETF 0.3%
Value ($000) $1,749 Shares 37,720 Est. Cost $43.54 Unrealized
KO Coca-Cola Co 0.3%
Value ($000) $1,682 Shares 37,339 Est. Cost $40.39 Unrealized -4.1%
GOOGL Alphabet Inc A 0.3%
Value ($000) $1,656 Shares 1,168 Est. Cost $54.83 Unrealized +22.0%
CSCO Cisco Systems Inc 0.3%
Value ($000) $1,644 Shares 35,257 Est. Cost $32.71 Unrealized +13.1%
VHT Vanguard Health Care ETF 0.3%
Value ($000) $1,613 Shares 8,374 Est. Cost $5728.06 Unrealized
SBUX Starbucks Corp 0.3%
Value ($000) $1,586 Shares 21,562 Est. Cost $55.74 Unrealized +19.0%
GOOG Alphabet Inc C 0.3%
Value ($000) $1,505 Shares 1,065 Est. Cost $49.50 Unrealized +35.3%
TECL Direxion Daily Technology Bull 3X ETF 0.3%
Value ($000) $1,430 Shares 6,143 Est. Cost $5099.22 Unrealized
RTX Raytheon Technologies Ord 0.3%
Value ($000) $1,422 Shares 23,091 Est. Cost $54.61 Unrealized 0.0%
CRM Salesforce.com Inc 0.3%
Value ($000) $1,403 Shares 7,494 Est. Cost $96.75 Unrealized +72.1%
OEF iShares S&P 100 0.2%
Value ($000) $1,358 Shares 9,541 Est. Cost $142.33 Unrealized
SHYG iShares 0-5 Year High Yield Corp Bd ETF 0.2%
Value ($000) $1,266 Shares 29,532 Est. Cost $41.10 Unrealized
HD The Home Depot Inc 0.2%
Value ($000) $1,235 Shares 4,933 Est. Cost $142.82 Unrealized +39.8%
XLF Financial Select Sector SPDR ETF 0.2%
Value ($000) $1,195 Shares 51,644 Est. Cost $2688.52 Unrealized
NWN Northwest Natural Holding Co 0.2%
Value ($000) $1,180 Shares 21,160 Est. Cost $66.93 Unrealized -8.7%
XLC Communication Services Sel Sect SPDR ETF 0.2%
Value ($000) $1,155 Shares 21,388 Est. Cost $52.14 Unrealized
XLY Select Sector Spdr Fund Shs Ben Consumer Discretionary 0.2%
Value ($000) $1,140 Shares 8,932 Est. Cost $7569.80 Unrealized
V Visa Inc Class A 0.2%
Value ($000) $1,131 Shares 5,855 Est. Cost $128.15 Unrealized +37.0%
VLUE iShares Edge MSCI USA Value Factor ETF 0.2%
Value ($000) $1,103 Shares 15,264 Est. Cost $72.26 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $1,004 Shares 930 Est. Cost $24.45 Unrealized +121.2%
MRK Merck & Co Inc 0.2%
Value ($000) $991 Shares 12,731 Est. Cost $44.57 Unrealized +41.1%
TIP iShares TIPS Bond 0.2%
Value ($000) $943 Shares 7,669 Est. Cost $112.64 Unrealized
INTC Intel Corp 0.2%
Value ($000) $923 Shares 15,431 Est. Cost $33.58 Unrealized +58.4%
IXN iShares Global Tech ETF 0.2%
Value ($000) $918 Shares 3,897 Est. Cost $119.72 Unrealized
XLI Industrial Select Sector SPDR ETF 0.2%
Value ($000) $913 Shares 13,295 Est. Cost $67.63 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $908 Shares 8,146 Est. Cost $108.62 Unrealized -0.7%
IHI iShares US Medical Devices 0.2%
Value ($000) $889 Shares 3,357 Est. Cost $264.75 Unrealized
PM Philip Morris International Inc 0.2%
Value ($000) $860 Shares 12,076 Est. Cost $60.87 Unrealized -10.0%
VDC Vanguard Consumer Staples ETF 0.2%
Value ($000) $828 Shares 5,536 Est. Cost $20395.73 Unrealized
ProShares Short S&P500 0.1%
Value ($000) $803 Shares 35,951 Est. Cost $22.34 Unrealized
CMCSA Comcast Corp Class A 0.1%
Value ($000) $786 Shares 20,048 Est. Cost $29.59 Unrealized +10.7%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $776 Shares 13,207 Est. Cost $41.72 Unrealized +14.9%
UPS United Parcel Service Inc Class B 0.1%
Value ($000) $769 Shares 6,922 Est. Cost $82.18 Unrealized -3.0%
COST Costco Wholesale Corp 0.1%
Value ($000) $753 Shares 2,486 Est. Cost $200.29 Unrealized +39.4%
PG Procter & Gamble Co 0.1%
Value ($000) $743 Shares 6,215 Est. Cost $88.04 Unrealized +15.3%
NFLX Netflix Inc 0.1%
Value ($000) $733 Shares 1,612 Est. Cost $22.77 Unrealized +86.9%
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $733 Shares 4,107 Est. Cost $177.91 Unrealized +2.6%
IYW Ishares U S Technology Etf 0.1%
Value ($000) $721 Shares 2,674 Est. Cost $29063.12 Unrealized
XOM Exxon Mobil Corp 0.1%
Value ($000) $714 Shares 15,985 Est. Cost $53.59 Unrealized -35.0%
QQQ Invesco QQQ Trust 0.1%
Value ($000) $709 Shares 2,860 Est. Cost $195.90 Unrealized
FTNT Fortinet Inc 0.1%
Value ($000) $682 Shares 4,973 Est. Cost $16.05 Unrealized +56.4%
BX Blackstone Group LP 0.1%
Value ($000) $655 Shares 11,569 Est. Cost $39.41 Unrealized +10.3%
IBM International Business Machines Corp 0.1%
Value ($000) $639 Shares 5,292 Est. Cost $90.64 Unrealized +0.8%
IYG iShares US Financial Services ETF 0.1%
Value ($000) $627 Shares 5,251 Est. Cost $116.64 Unrealized
NEAR iShares Short Maturity Bond ETF 0.1%
Value ($000) $625 Shares 12,503 Est. Cost $48.47 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $616 Shares 24,101 Est. Cost $41.16 Unrealized -41.7%
DLR Digital Realty Trust Inc 0.1%
Value ($000) $609 Shares 4,286 Est. Cost $90.96 Unrealized +27.9%
TGT Target Corp 0.1%
Value ($000) $608 Shares 5,077 Est. Cost $67.68 Unrealized +45.1%
MO Altria Group Inc 0.1%
Value ($000) $583 Shares 14,566 Est. Cost $31.93 Unrealized -21.8%
HON Honeywell International Inc 0.1%
Value ($000) $580 Shares 4,013 Est. Cost $97.18 Unrealized +21.3%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $573 Shares 4,023 Est. Cost $87.81 Unrealized +28.3%
OTIS OTIS Worldwide Corp-Wi 0.1%
Value ($000) $554 Shares 9,751 Est. Cost $47.48 Unrealized 0.0%
AVGO Broadcom Inc Com 0.1%
Value ($000) $547 Shares 1,734 Est. Cost $21.57 Unrealized +13.7%
MCD McDonald's Corp 0.1%
Value ($000) $542 Shares 2,939 Est. Cost $135.88 Unrealized +18.5%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $538 Shares 4,498 Est. Cost $32.25 Unrealized +18.0%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $532 Shares 4,519 Est. Cost $115.38 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $513 Shares 2,945 Est. Cost $60.38 Unrealized +128.4%
ADBE Adobe Systems Inc 0.1%
Value ($000) $510 Shares 1,172 Est. Cost $312.26 Unrealized +18.7%
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $503 Shares 9,729 Est. Cost $2395.24 Unrealized
ICSH iShares Ultra Short-Term Bond ETF 0.1%
Value ($000) $503 Shares 9,954 Est. Cost $50.53 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $499 Shares 3,946 Est. Cost $118.84 Unrealized -10.6%
PAYX Paychex Inc 0.1%
Value ($000) $495 Shares 6,543 Est. Cost $61.32 Unrealized -3.9%
CCI Crown Castle International Corp 0.1%
Value ($000) $491 Shares 2,936 Est. Cost $86.93 Unrealized +43.9%
ABT Abbott Laboratories 0.1%
Value ($000) $487 Shares 5,331 Est. Cost $60.44 Unrealized +35.6%
MS Morgan Stanley 0.1%
Value ($000) $483 Shares 10,008 Est. Cost $39.12 Unrealized -10.0%
MET MetLife Inc 0.1%
Value ($000) $479 Shares 13,142 Est. Cost $31.17 Unrealized -7.1%
GLD SPDR Gold Shares 0.1%
Value ($000) $479 Shares 2,866 Est. Cost $129.46 Unrealized
HSY The Hershey Co 0.1%
Value ($000) $460 Shares 3,551 Est. Cost $118.91 Unrealized -1.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $444 Shares 1,216 Est. Cost $276.67 Unrealized +17.0%
CARR Carrier Global Corp-Wi 0.1%
Value ($000) $437 Shares 19,618 Est. Cost $17.13 Unrealized 0.0%
MDT Medtronic PLC 0.1%
Value ($000) $433 Shares 4,699 Est. Cost $80.76 Unrealized +1.3%
XLU Select Sector Spdr Trust The Utilities Select Sector Spdr Trust 0.1%
Value ($000) $432 Shares 7,665 Est. Cost $57.35 Unrealized
IDXX IDEXX Laboratories Inc 0.1%
Value ($000) $411 Shares 1,245 Est. Cost $209.07 Unrealized +38.5%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $392 Shares 1,616 Est. Cost $157.30 Unrealized +26.3%
AMLP Alerian MLP ETF 0.1%
Value ($000) $383 Shares 15,529 Est. Cost $24.66 Unrealized
MAR Marriott International Inc 0.1%
Value ($000) $361 Shares 4,213 Est. Cost $71.76 Unrealized +16.7%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $360 Shares 1,568 Est. Cost $30.14 Unrealized +16.9%
SJM JM Smucker Co 0.1%
Value ($000) $359 Shares 3,393 Est. Cost $93.42 Unrealized +0.0%
BlackRock Inc 0.1%
Value ($000) $355 Shares 653 Est. Cost $439.84 Unrealized
CWT California Water Service Group 0.1%
Value ($000) $343 Shares 7,200 Est. Cost $33.60 Unrealized +24.7%
BABA Alibaba Group Holding Ltd ADR 0.1%
Value ($000) $332 Shares 1,540 Est. Cost $184.37 Unrealized
PIMCO Strategic Income 0.1%
Value ($000) $321 Shares 49,750 Est. Cost $9.15 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $320 Shares 13,495 Est. Cost $19.60 Unrealized +4.9%
AEP American Electric Power Co Inc 0.1%
Value ($000) $319 Shares 4,006 Est. Cost $65.19 Unrealized +2.2%
TLT Ishares 20 Plus Year Treasury Bond Etf 0.1%
Value ($000) $312 Shares 1,908 Est. Cost $164.84 Unrealized
VAW Vanguard Materials ETF 0.1%
Value ($000) $309 Shares 2,564 Est. Cost $18496.77 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $308 Shares 3,923 Est. Cost $3514.83 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $306 Shares 1,039 Est. Cost $142.18 Unrealized +83.7%
AOM iShares Core Moderate Allocation ETF 0.1%
Value ($000) $304 Shares 7,631 Est. Cost $39.84 Unrealized
NVDA NVIDIA Corp 0.1%
Value ($000) $304 Shares 801 Est. Cost $5.49 Unrealized +46.9%
FAS Direxion Daily Financial Bull 3X ETF 0.1%
Value ($000) $303 Shares 9,703 Est. Cost $1953.99 Unrealized
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $291 Shares 7,584 Est. Cost $50.40 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $290 Shares 1,231 Est. Cost $132.00 Unrealized +45.2%
MDLZ Mondelez International Inc Class A 0.1%
Value ($000) $282 Shares 5,499 Est. Cost $40.73 Unrealized +9.4%
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.1%
Value ($000) $279 Shares 7,379 Est. Cost $3502.76 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $274 Shares 2,755 Est. Cost $27563.10 Unrealized
SNAP Snap Inc Cl A 0.0%
Value ($000) $270 Shares 11,500 Est. Cost $9.63 Unrealized +84.6%
MU Micron Technology Inc 0.0%
Value ($000) $267 Shares 5,189 Est. Cost $47.45 Unrealized -3.1%
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $267 Shares 1 Est. Cost $199512.94 Unrealized +37.4%
KMI Kinder Morgan Inc P 0.0%
Value ($000) $266 Shares 17,556 Est. Cost $13.83 Unrealized -21.6%
FDS FactSet Research Systems Inc 0.0%
Value ($000) $263 Shares 801 Est. Cost $273.94 Unrealized 0.0%
BBBY Overstock.com Inc 0.0%
Value ($000) $255 Shares 9,000 Est. Cost $8.40 Unrealized +94.4%
AMT American Tower Corp 0.0%
Value ($000) $254 Shares 980 Est. Cost $127.88 Unrealized +64.6%
LNC Lincoln National Corp 0.0%
Value ($000) $253 Shares 6,881 Est. Cost $33.99 Unrealized -21.7%
ETR Entergy Corp 0.0%
Value ($000) $251 Shares 2,680 Est. Cost $46.90 Unrealized -15.7%
LOW Lowe's Companies Inc 0.0%
Value ($000) $247 Shares 1,834 Est. Cost $102.51 Unrealized +0.8%
RFIL RF Industries Ltd 0.0%
Value ($000) $241 Shares 51,794 Est. Cost $6.70 Unrealized -24.1%
XLP Consumer Staples Select Sector SPDR ETF 0.0%
Value ($000) $237 Shares 4,050 Est. Cost $60.97 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $234 Shares 634 Est. Cost $303.09 Unrealized +6.2%
IYR iShares US Real Estate 0.0%
Value ($000) $233 Shares 2,968 Est. Cost $79547.29 Unrealized
XYZ Square Inc 0.0%
Value ($000) $224 Shares 2,141 Est. Cost $70.16 Unrealized +9.1%
Cerner Corp 0.0%
Value ($000) $222 Shares 3,248 Est. Cost $68.35 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $219 Shares 2,479 Est. Cost $75.45 Unrealized +4.5%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $211 Shares 1,650 Est. Cost $84.82 Unrealized +13.8%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $209 Shares 367 Est. Cost $186.72 Unrealized -4.0%
PacWest Bancorp 0.0%
Value ($000) $209 Shares 10,644 Est. Cost $19.64 Unrealized
SMTC Semtech Corp 0.0%
Value ($000) $208 Shares 4,000 Est. Cost $50.09 Unrealized -6.6%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $207 Shares 670 Est. Cost $270.53 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $206 Shares 3,392 Est. Cost $66.93 Unrealized -33.9%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $203 Shares 560 Est. Cost $302.85 Unrealized +9.1%
Resonant Inc 0.0%
Value ($000) $202 Shares 87,102 Est. Cost $1.66 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $192 Shares 2,179 Est. Cost $84.91 Unrealized
DFEN Direxion Dly Aerospace&Def Bl 3X ShsETF 0.0%
Value ($000) $191 Shares 15,565 Est. Cost $2380.69 Unrealized
ZS Zscaler Inc 0.0%
Value ($000) $188 Shares 1,724 Est. Cost $52.17 Unrealized +59.3%
SO Southern Co 0.0%
Value ($000) $181 Shares 3,500 Est. Cost $41.35 Unrealized +8.2%
INTU Intuit Inc 0.0%
Value ($000) $178 Shares 602 Est. Cost $256.55 Unrealized +3.2%
QCOM QUALCOMM Inc 0.0%
Value ($000) $175 Shares 1,922 Est. Cost $50.94 Unrealized +39.3%
Marvell Technology Group Ltd 0.0%
Value ($000) $175 Shares 5,007 Est. Cost $26.61 Unrealized
MA Mastercard Inc A 0.0%
Value ($000) $174 Shares 589 Est. Cost $275.51 Unrealized -0.8%
WM Waste Management Inc 0.0%
Value ($000) $173 Shares 1,641 Est. Cost $98.91 Unrealized -6.8%
AMAT Applied Materials Inc 0.0%
Value ($000) $172 Shares 2,850 Est. Cost $53.00 Unrealized -3.3%
DTD WisdomTree US Total Dividend ETF 0.0%
Value ($000) $170 Shares 1,893 Est. Cost $105.12 Unrealized
AOA iShares Core Aggressive Allocation ETF 0.0%
Value ($000) $169 Shares 3,087 Est. Cost $49.91 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $165 Shares 830 Est. Cost $177.67 Unrealized +2.5%
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $162 Shares 8,099 Est. Cost $15.19 Unrealized
IEX IDEX Corp 0.0%
Value ($000) $159 Shares 1,012 Est. Cost $150.29 Unrealized -5.1%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $153 Shares 492 Est. Cost $241.95 Unrealized +5.7%
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $152 Shares 5,953 Est. Cost $28.24 Unrealized -25.1%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $151 Shares 17,167 Est. Cost $8.80 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $151 Shares 6,744 Est. Cost $20.88 Unrealized -21.3%
SPXL Direxion Daily S&P500 Bull 3X ETF 0.0%
Value ($000) $148 Shares 3,555 Est. Cost $32.65 Unrealized
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $147 Shares 1,029 Est. Cost $124.92 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $147 Shares 2,666 Est. Cost $44.39 Unrealized +10.3%
FIXD First Trust TCWOpportunistic Fxd Inc ETF 0.0%
Value ($000) $146 Shares 2,675 Est. Cost $52.38 Unrealized
POR Portland General Electric Co 0.0%
Value ($000) $145 Shares 3,456 Est. Cost $43.59 Unrealized -17.0%
EAGG iShares ESG U.S. Aggregate Bond ETF 0.0%
Value ($000) $142 Shares 2,518 Est. Cost $54.64 Unrealized
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.0%
Value ($000) $142 Shares 701 Est. Cost $248.60 Unrealized -13.5%
FISV Fiserv Inc 0.0%
Value ($000) $142 Shares 1,460 Est. Cost $110.41 Unrealized -8.8%
AON Aon PLC 0.0%
Value ($000) $141 Shares 735 Est. Cost $178.56 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value ($000) $141 Shares 782 Est. Cost $188.94 Unrealized -8.1%
UBSI United Bankshares Inc 0.0%
Value ($000) $140 Shares 5,029 Est. Cost $38.56 Unrealized -30.4%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $138 Shares 721 Est. Cost $174.73 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $138 Shares 19,422 Est. Cost $7.73 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $136 Shares 775 Est. Cost $115.36 Unrealized +23.9%
UNM Unum Group 0.0%
Value ($000) $133 Shares 8,050 Est. Cost $15.78 Unrealized 0.0%
MDB Mongodb Inc Cl A 0.0%
Value ($000) $131 Shares 581 Est. Cost $131.29 Unrealized +41.1%
Lam Research Corp 0.0%
Value ($000) $130 Shares 402 Est. Cost $292.86 Unrealized
HPQ HP Inc 0.0%
Value ($000) $128 Shares 7,290 Est. Cost $15.31 Unrealized -14.6%
XYL Xylem Inc 0.0%
Value ($000) $126 Shares 1,955 Est. Cost $72.41 Unrealized -14.7%
TXN Texas Instruments Inc 0.0%
Value ($000) $126 Shares 1,000 Est. Cost $58.79 Unrealized +69.3%
AWR American States Water Co 0.0%
Value ($000) $125 Shares 1,600 Est. Cost $78.64 Unrealized -9.4%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $123 Shares 1,221 Est. Cost $102.35 Unrealized -4.1%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $123 Shares 924 Est. Cost $115.09 Unrealized
CLX Clorox Co 0.0%
Value ($000) $122 Shares 558 Est. Cost $139.59 Unrealized +20.9%
SYY Sysco Corp 0.0%
Value ($000) $121 Shares 2,230 Est. Cost $65.55 Unrealized -31.1%
Twitter Inc 0.0%
Value ($000) $121 Shares 4,090 Est. Cost $18.51 Unrealized
UCON First Trust TCW Unconstrained Pls Bd ETF 0.0%
Value ($000) $119 Shares 4,628 Est. Cost $25.55 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $117 Shares 661 Est. Cost $122.98 Unrealized +13.9%
TT Trane Technologies PLC Class A 0.0%
Value ($000) $113 Shares 1,273 Est. Cost $82.03 Unrealized -1.7%
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $112 Shares 1,709 Est. Cost $66.49 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $112 Shares 796 Est. Cost $69.75 Unrealized +88.6%
TNDM Tandem Diabetes Care Inc 0.0%
Value ($000) $111 Shares 1,125 Est. Cost $64.36 Unrealized +24.0%
BP BP PLC ADR 0.0%
Value ($000) $109 Shares 4,698 Est. Cost $37.57 Unrealized
FTSM First Trust Enhanced Short Maturity ETF 0.0%
Value ($000) $105 Shares 1,752 Est. Cost $59.97 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $103 Shares 245 Est. Cost $27.94 Unrealized -6.5%
SYNA Synaptics Inc 0.0%
Value ($000) $102 Shares 1,700 Est. Cost $52.69 Unrealized +19.0%
FireEye Inc 0.0%
Value ($000) $102 Shares 8,415 Est. Cost $14.23 Unrealized
IAGG iShares Core International Aggt Bd ETF 0.0%
Value ($000) $101 Shares 1,831 Est. Cost $8422.93 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $100 Shares 1,542 Est. Cost $69.12 Unrealized -23.9%
MIDD The Middleby Corp 0.0%
Value ($000) $99 Shares 1,258 Est. Cost $72.05 Unrealized -10.1%
ORI Old Republic International Corp 0.0%
Value ($000) $98 Shares 6,015 Est. Cost $13.83 Unrealized -29.2%
D Dominion Resources Inc 0.0%
Value ($000) $98 Shares 1,215 Est. Cost $62.41 Unrealized +0.4%
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $97 Shares 2,750 Est. Cost $33.18 Unrealized -6.5%
DOV Dover Corp 0.0%
Value ($000) $97 Shares 1,008 Est. Cost $95.83 Unrealized -10.7%
EMB iShares JPMorgan USD Emerg Markets Bond 0.0%
Value ($000) $95 Shares 873 Est. Cost $4991.29 Unrealized
IYJ iShares US Industrials 0.0%
Value ($000) $95 Shares 632 Est. Cost $166.40 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $91 Shares 5,641 Est. Cost $20.78 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $91 Shares 2,563 Est. Cost $38.25 Unrealized
DNP Select Income 0.0%
Value ($000) $91 Shares 8,332 Est. Cost $12.71 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $90 Shares 2,645 Est. Cost $47.99 Unrealized -38.4%
CIEN Ciena Corp 0.0%
Value ($000) $89 Shares 1,650 Est. Cost $38.10 Unrealized +30.5%
CWB SPDR Blmbg Barclays Convert Secs ETF 0.0%
Value ($000) $88 Shares 1,456 Est. Cost $54.95 Unrealized
IYC iShares US Consumer Services 0.0%
Value ($000) $88 Shares 405 Est. Cost $227.16 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $87 Shares 959 Est. Cost $85.74 Unrealized -0.7%
ABBNY ABB Ltd 0.0%
Value ($000) $87 Shares 3,860 Est. Cost $23.83 Unrealized
ALK Alaska Air Group Inc 0.0%
Value ($000) $87 Shares 2,415 Est. Cost $56.41 Unrealized -42.3%
New York Community Bancorp Inc 0.0%
Value ($000) $87 Shares 8,550 Est. Cost $11.93 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $86 Shares 929 Est. Cost $86.98 Unrealized
Life Storage Inc Com 0.0%
Value ($000) $85 Shares 900 Est. Cost $107.78 Unrealized
C Citigroup Inc 0.0%
Value ($000) $85 Shares 1,668 Est. Cost $46.86 Unrealized -17.4%
WTRG Essential Utilities Inc 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $47.18 Unrealized -10.5%
ZTS Zoetis Inc 0.0%
Value ($000) $84 Shares 616 Est. Cost $120.28 Unrealized +3.5%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $84 Shares 563 Est. Cost $145.09 Unrealized -12.5%
AZN Astrazeneca Plc 0.0%
Value ($000) $84 Shares 1,600 Est. Cost $49.38 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $84 Shares 273 Est. Cost $313.49 Unrealized -4.8%
ESGD iShares ESG MSCI EAFE ETF 0.0%
Value ($000) $83 Shares 1,378 Est. Cost $57.16 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $83 Shares 600 Est. Cost $128.58 Unrealized -21.3%
SRE Sempra Energy 0.0%
Value ($000) $83 Shares 709 Est. Cost $38.10 Unrealized +34.1%
SIGA SIGA Technologies Inc 0.0%
Value ($000) $83 Shares 14,206 Est. Cost $4.91 Unrealized -14.9%
EL The Estee Lauder Companies Inc Class A 0.0%
Value ($000) $83 Shares 442 Est. Cost $176.08 Unrealized -6.0%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $82 Shares 1,935 Est. Cost $52.50 Unrealized
VMware Inc 0.0%
Value ($000) $81 Shares 524 Est. Cost $130.23 Unrealized
LDOS Leidos Holdings Inc 0.0%
Value ($000) $80 Shares 855 Est. Cost $81.14 Unrealized +12.6%
Sirius XM Holdings Inc 0.0%
Value ($000) $79 Shares 13,481 Est. Cost $5.86 Unrealized
CME CME Group Inc Class A 0.0%
Value ($000) $79 Shares 488 Est. Cost $159.61 Unrealized -9.6%
DOW Dow Inc 0.0%
Value ($000) $78 Shares 1,929 Est. Cost $34.96 Unrealized -23.2%
GWW W.W. Grainger Inc 0.0%
Value ($000) $78 Shares 250 Est. Cost $294.38 Unrealized -8.1%
KEY KeyCorp 0.0%
Value ($000) $78 Shares 6,442 Est. Cost $13.98 Unrealized -36.9%
TREX Trex Co Inc 0.0%
Value ($000) $78 Shares 600 Est. Cost $44.04 Unrealized +21.1%
KHC The Kraft Heinz Co 0.0%
Value ($000) $77 Shares 2,411 Est. Cost $22.48 Unrealized +2.6%
XEL Xcel Energy Inc 0.0%
Value ($000) $77 Shares 1,227 Est. Cost $51.71 Unrealized +2.1%
Total Sa 0.0%
Value ($000) $75 Shares 1,925 Est. Cost $55.04 Unrealized
OLED Universal Display Corp 0.0%
Value ($000) $74 Shares 500 Est. Cost $179.87 Unrealized -22.2%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $74 Shares 7,546 Est. Cost $13.11 Unrealized -37.3%
OC Owens-Corning Inc 0.0%
Value ($000) $74 Shares 1,341 Est. Cost $64.02 Unrealized -27.2%
TJX TJX Companies Inc 0.0%
Value ($000) $74 Shares 1,465 Est. Cost $52.60 Unrealized -11.3%
COLB Columbia Banking System Inc 0.0%
Value ($000) $73 Shares 2,579 Est. Cost $28.19 Unrealized -31.3%
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $73 Shares 1,653 Est. Cost $56.62 Unrealized -24.8%
BANR Banner Corp 0.0%
Value ($000) $71 Shares 1,886 Est. Cost $38.58 Unrealized -24.4%
SKT Tanger Factory Outlet Centers Inc 0.0%
Value ($000) $71 Shares 10,000 Est. Cost $5.47 Unrealized
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $69 Shares 1,750 Est. Cost $35.73 Unrealized -10.7%
Linde plc 0.0%
Value ($000) $68 Shares 325 Est. Cost $212.63 Unrealized
GlaxoSmithKline PLC ADR 0.0%
Value ($000) $68 Shares 1,656 Est. Cost $46.05 Unrealized
BDX Becton, Dickinson and Co 0.0%
Value ($000) $67 Shares 282 Est. Cost $226.44 Unrealized -2.7%
GUSH Direxion Dly S&P Oil&Gs Ex&Prd Bl 2X ETF 0.0%
Value ($000) $66 Shares 1,950 Est. Cost $20.92 Unrealized
BMRC Bank of Marin Bancorp 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $34.81 Unrealized -27.6%
WCN Waste Connections Inc 0.0%
Value ($000) $65 Shares 700 Est. Cost $87.05 Unrealized -1.4%
EFA iShares MSCI EAFE 0.0%
Value ($000) $63 Shares 1,047 Est. Cost $70.26 Unrealized
KMPR Kemper Corp 0.0%
Value ($000) $63 Shares 880 Est. Cost $74.59 Unrealized -10.3%
AXP American Express Co 0.0%
Value ($000) $63 Shares 669 Est. Cost $60.64 Unrealized +41.2%
LEGR First Trust Indxx Invtv Tnsctn&Prcs ETF 0.0%
Value ($000) $63 Shares 2,168 Est. Cost $31.74 Unrealized
SHE SPDR SSGA Gender Diversity ETF 0.0%
Value ($000) $62 Shares 876 Est. Cost $62.47 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $62 Shares 415 Est. Cost $137.15 Unrealized -9.4%
TSEM Tower Semiconductor Ltd 0.0%
Value ($000) $62 Shares 3,300 Est. Cost $20.82 Unrealized -8.1%
FIDU Fidelity MSCI Industrials ETF 0.0%
Value ($000) $62 Shares 1,733 Est. Cost $41.55 Unrealized
General Electric Co 0.0%
Value ($000) $61 Shares 8,986 Est. Cost $17.21 Unrealized
ERX Direxion Daily Energy Bull 3X ETF 0.0%
Value ($000) $61 Shares 4,079 Est. Cost $11.66 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $60 Shares 1,625 Est. Cost $49.16 Unrealized -45.2%
KR The Kroger Co 0.0%
Value ($000) $59 Shares 1,755 Est. Cost $23.63 Unrealized +21.8%
UNP Union Pacific Corp 0.0%
Value ($000) $58 Shares 344 Est. Cost $149.35 Unrealized -5.3%
BGS B&G Foods Inc 0.0%
Value ($000) $57 Shares 2,310 Est. Cost $9.63 Unrealized +36.1%
BBSI Barrett Business Services Inc 0.0%
Value ($000) $57 Shares 1,081 Est. Cost $11.45 Unrealized -6.3%
IWM iShares Russell 2000 0.0%
Value ($000) $55 Shares 385 Est. Cost $164.84 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $54 Shares 3,477 Est. Cost $6.35 Unrealized 0.0%
NG Novagold Resources Inc 0.0%
Value ($000) $54 Shares 5,900 Est. Cost $8.22 Unrealized +23.1%
CRWD CrowdStrike Holdings Inc 0.0%
Value ($000) $53 Shares 532 Est. Cost $59.68 Unrealized +34.4%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $52 Shares 756 Est. Cost $72.83 Unrealized -2.4%
Nuance Communications Inc 0.0%
Value ($000) $50 Shares 2,000 Est. Cost $17.78 Unrealized
SPTM SPDR Port S&P 1500 Comps Stk Mkt ETF 0.0%
Value ($000) $49 Shares 1,306 Est. Cost $39.50 Unrealized
CALY Callaway Golf Co 0.0%
Value ($000) $49 Shares 2,801 Est. Cost $17.22 Unrealized -19.3%
PAYS PaySign Inc 0.0%
Value ($000) $48 Shares 5,000 Est. Cost $10.51 Unrealized -29.8%
JCI Johnson Controls International PLC 0.0%
Value ($000) $48 Shares 1,418 Est. Cost $37.10 Unrealized -26.0%
MINT PIMCO Enhanced Short Maturity Active ETF 0.0%
Value ($000) $48 Shares 479 Est. Cost $100.21 Unrealized
Western Asset Global High Inc 0.0%
Value ($000) $47 Shares 5,080 Est. Cost $9.91 Unrealized
TTEK Tetra Tech Inc 0.0%
Value ($000) $47 Shares 600 Est. Cost $17.32 Unrealized -12.3%
IJK iShares S&P Mid-Cap 400 Growth 0.0%
Value ($000) $47 Shares 211 Est. Cost $238.10 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $46 Shares 932 Est. Cost $57.94 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $46 Shares 456 Est. Cost $92.73 Unrealized -1.2%
TFC Truist Finl Corp Com 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $40.89 Unrealized -32.2%
FNCL Fidelity MSCI Financials ETF 0.0%
Value ($000) $44 Shares 1,339 Est. Cost $44.06 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $43 Shares 1,039 Est. Cost $43.18 Unrealized -31.7%
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $43 Shares 2,661 Est. Cost $19.62 Unrealized
WABC Westamerica Bancorp 0.0%
Value ($000) $43 Shares 750 Est. Cost $53.22 Unrealized -9.8%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $43 Shares 1,086 Est. Cost $32.87 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $43 Shares 504 Est. Cost $73.38 Unrealized +5.8%
FE FirstEnergy Corp 0.0%
Value ($000) $42 Shares 1,098 Est. Cost $37.07 Unrealized -12.1%
YUM Yum Brands Inc 0.0%
Value ($000) $42 Shares 493 Est. Cost $87.37 Unrealized -12.0%
PDD Pinduoduo Inc Sponsored Ads 0.0%
Value ($000) $42 Shares 500 Est. Cost $84.00 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $41 Shares 1,461 Est. Cost $28.32 Unrealized -0.7%
DUK Duke Energy Corp 0.0%
Value ($000) $41 Shares 520 Est. Cost $71.25 Unrealized -5.1%
Aurora Cannabis Inc 0.0%
Value ($000) $41 Shares 3,371 Est. Cost $12.16 Unrealized
DHI D.R. Horton Inc 0.0%
Value ($000) $41 Shares 751 Est. Cost $49.52 Unrealized -7.5%
AVY Avery Dennison Corp 0.0%
Value ($000) $40 Shares 351 Est. Cost $113.51 Unrealized -12.1%
PKG Packaging Corp of America 0.0%
Value ($000) $40 Shares 400 Est. Cost $80.20 Unrealized 0.0%
IPGP IPG Photonics Corp 0.0%
Value ($000) $40 Shares 250 Est. Cost $139.20 Unrealized +2.3%
IAT iShares US Regional Banks 0.0%
Value ($000) $40 Shares 1,191 Est. Cost $28.55 Unrealized
CI Cigna Corp 0.0%
Value ($000) $40 Shares 217 Est. Cost $167.70 Unrealized +3.5%
NWL Newell Brands Inc 0.0%
Value ($000) $39 Shares 2,500 Est. Cost $14.08 Unrealized -24.4%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $39 Shares 441 Est. Cost $74.83 Unrealized
MAS Masco Corp 0.0%
Value ($000) $39 Shares 784 Est. Cost $41.05 Unrealized -4.0%
Hill-Rom Holdings Inc 0.0%
Value ($000) $39 Shares 363 Est. Cost $112.95 Unrealized
GAP Gap Inc 0.0%
Value ($000) $38 Shares 3,049 Est. Cost $9.40 Unrealized -21.0%
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $38 Shares 469 Est. Cost $5544.52 Unrealized
PPL PPL Corp 0.0%
Value ($000) $36 Shares 1,393 Est. Cost $25.58 Unrealized -19.3%
DD DuPont de Nemours Inc 0.0%
Value ($000) $36 Shares 682 Est. Cost $22.43 Unrealized -22.2%
SLB Schlumberger Ltd 0.0%
Value ($000) $36 Shares 1,989 Est. Cost $30.72 Unrealized -49.6%
WDFC WD-40 Co 0.0%
Value ($000) $35 Shares 181 Est. Cost $166.00 Unrealized 0.0%
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $35 Shares 224 Est. Cost $163.52 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $35 Shares 735 Est. Cost $36.38 Unrealized +12.2%
INGN Inogen Inc 0.0%
Value ($000) $35 Shares 995 Est. Cost $62.71 Unrealized -32.8%
NNN National Retail Properties Inc 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $53.00 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $33 Shares 965 Est. Cost $41.84 Unrealized -13.9%
O Realty Income Corp 0.0%
Value ($000) $33 Shares 559 Est. Cost $52.20 Unrealized -23.1%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $33 Shares 905 Est. Cost $44.05 Unrealized -38.3%
MGM MGM Resorts International 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $25.60 Unrealized -37.0%
WestRock Co 0.0%
Value ($000) $33 Shares 1,176 Est. Cost $28.68 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $33 Shares 235 Est. Cost $137.51 Unrealized -17.7%
PH Parker Hannifin Corp 0.0%
Value ($000) $32 Shares 177 Est. Cost $177.66 Unrealized -15.9%
Virgin Galactic Holdings Inc 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $15.00 Unrealized
DWM WisdomTree International Equity ETF 0.0%
Value ($000) $32 Shares 735 Est. Cost $53.28 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $31 Shares 478 Est. Cost $55.80 Unrealized
Nuveen Municipal 2021 Target Term 0.0%
Value ($000) $31 Shares 3,156 Est. Cost $9.51 Unrealized
Retail Properties of America Inc 0.0%
Value ($000) $31 Shares 4,260 Est. Cost $13.38 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $31 Shares 295 Est. Cost $105.74 Unrealized -4.6%
Tiffany & Co 0.0%
Value ($000) $31 Shares 256 Est. Cost $132.81 Unrealized
TM Toyota Motor Corporation Ads 0.0%
Value ($000) $31 Shares 250 Est. Cost $138.69 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $31 Shares 207 Est. Cost $131.25 Unrealized -11.0%
STAA STAAR Surgical Co 0.0%
Value ($000) $30 Shares 500 Est. Cost $32.99 Unrealized +23.8%
NantKwest Inc 0.0%
Value ($000) $30 Shares 2,500 Est. Cost $12.00 Unrealized
CyberArk Software Ltd 0.0%
Value ($000) $30 Shares 310 Est. Cost $107.28 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $30 Shares 258 Est. Cost $124.03 Unrealized
Envestnet Inc 0.0%
Value ($000) $29 Shares 400 Est. Cost $67.50 Unrealized
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $29 Shares 456 Est. Cost $47.96 Unrealized -10.9%
RSPT Invesco S&P 500 Equal Weight Tech ETF 0.0%
Value ($000) $29 Shares 148 Est. Cost $198.63 Unrealized
TRV The Travelers Companies Inc 0.0%
Value ($000) $28 Shares 249 Est. Cost $94.70 Unrealized -1.2%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $28 Shares 1,590 Est. Cost $26.82 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $28 Shares 100 Est. Cost $294.12 Unrealized
Western Asset Muni Defined Opp 0.0%
Value ($000) $28 Shares 1,435 Est. Cost $20.91 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $28 Shares 400 Est. Cost $71.77 Unrealized -12.7%
SAIC Science Applications International Corp 0.0%
Value ($000) $27 Shares 357 Est. Cost $83.64 Unrealized -2.0%
Kitov Pharma Ltd 0.0%
Value ($000) $27 Shares 24,500 Est. Cost $1.10 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $27 Shares 618 Est. Cost $40.69 Unrealized -20.7%
BEN Franklin Resources Inc 0.0%
Value ($000) $26 Shares 1,250 Est. Cost $20.04 Unrealized -28.8%
PINS Pinterest Inc 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $19.52 Unrealized 0.0%
EQNR Equinor Asa Sponsored Adr 0.0%
Value ($000) $26 Shares 1,824 Est. Cost $19.74 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $26 Shares 100 Est. Cost $266.50 Unrealized +12.8%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $25 Shares 192 Est. Cost $118.59 Unrealized -1.6%
DE Deere & Co 0.0%
Value ($000) $25 Shares 159 Est. Cost $134.24 Unrealized -0.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $25 Shares 212 Est. Cost $131.26 Unrealized -16.2%
FAST Fastenal Co 0.0%
Value ($000) $24 Shares 575 Est. Cost $15.30 Unrealized +8.4%
JELD JELD-WEN Holding Inc 0.0%
Value ($000) $24 Shares 1,512 Est. Cost $13.18 Unrealized 0.0%
CDP Corporate Office Properties Trust 0.0%
Value ($000) $24 Shares 960 Est. Cost $29.17 Unrealized
GLW Corning Inc 0.0%
Value ($000) $24 Shares 965 Est. Cost $24.25 Unrealized -20.0%
Pixelworks Inc 0.0%
Value ($000) $23 Shares 7,133 Est. Cost $3.76 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $23 Shares 182 Est. Cost $126.87 Unrealized -16.3%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $23 Shares 367 Est. Cost $73.51 Unrealized -25.0%
NGS Natural Gas Services Group Inc 0.0%
Value ($000) $23 Shares 3,820 Est. Cost $11.66 Unrealized -50.8%
CAH Cardinal Health Inc 0.0%
Value ($000) $23 Shares 450 Est. Cost $43.62 Unrealized +1.8%
IYT iShares Transportation Average 0.0%
Value ($000) $22 Shares 140 Est. Cost $192.86 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $21 Shares 400 Est. Cost $36.81 Unrealized +44.0%
Royal Dutch Shell PLC 0.0%
Value ($000) $21 Shares 650 Est. Cost $66.34 Unrealized
TXNM PNM Resources Inc 0.0%
Value ($000) $21 Shares 550 Est. Cost $50.20 Unrealized -20.4%
CMI Cummins Inc 0.0%
Value ($000) $21 Shares 123 Est. Cost $151.07 Unrealized -7.8%
BOX Box Inc 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $17.56 Unrealized 0.0%
IBB iShares Nasdaq Biotechnology 0.0%
Value ($000) $20 Shares 150 Est. Cost $116.50 Unrealized
Organovo Holdings Inc 0.0%
Value ($000) $20 Shares 36,750 Est. Cost $0.63 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $19 Shares 463 Est. Cost $47.16 Unrealized -30.2%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $19 Shares 276 Est. Cost $56.17 Unrealized 0.0%
HIBL DIREXION DLY S&P HGH BETA BUL 3X ETF 0.0%
Value ($000) $19 Shares 205 Est. Cost $92.68 Unrealized
TEVA Teva Pharmaceutical Industries Ltd ADR 0.0%
Value ($000) $19 Shares 1,568 Est. Cost $9.57 Unrealized
BlackRock Enhanced Glbl Div Trust 0.0%
Value ($000) $18 Shares 1,926 Est. Cost $10.90 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bd 0.0%
Value ($000) $18 Shares 224 Est. Cost $7133.43 Unrealized
II-VI Inc 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $18 Shares 306 Est. Cost $32.71 Unrealized +52.4%
NOK Nokia Oyj 0.0%
Value ($000) $18 Shares 4,242 Est. Cost $3.52 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $18 Shares 600 Est. Cost $43.20 Unrealized -28.4%
EA Electronic Arts Inc 0.0%
Value ($000) $18 Shares 141 Est. Cost $96.52 Unrealized +19.0%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $17 Shares 68 Est. Cost $233.98 Unrealized +0.2%
ETN Eaton Corp PLC 0.0%
Value ($000) $17 Shares 200 Est. Cost $79.69 Unrealized -6.2%
AN AutoNation Inc 0.0%
Value ($000) $17 Shares 471 Est. Cost $50.63 Unrealized -28.5%
DOCU Docusign INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $80.42 Unrealized +56.7%
GM General Motors Co 0.0%
Value ($000) $17 Shares 707 Est. Cost $34.32 Unrealized -31.6%
FS KKR CAPITAL CORP. II 0.0%
Value ($000) $17 Shares 1,347 Est. Cost $12.62 Unrealized
CTVA Corteva Inc com 0.0%
Value ($000) $17 Shares 671 Est. Cost $24.43 Unrealized -0.3%
CCL Carnival Corp 0.0%
Value ($000) $16 Shares 987 Est. Cost $37.04 Unrealized -59.5%
SCZ iShares MSCI EAFE Small-Cap 0.0%
Value ($000) $15 Shares 286 Est. Cost $54.35 Unrealized
Calamos Strategic Total Return 0.0%
Value ($000) $15 Shares 1,238 Est. Cost $13.28 Unrealized
AllianzGI Equity & Conv Inc 0.0%
Value ($000) $15 Shares 679 Est. Cost $22.09 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $15 Shares 1,425 Est. Cost $12.93 Unrealized -45.5%
KIM Kimco Realty Corp 0.0%
Value ($000) $15 Shares 1,212 Est. Cost $15.92 Unrealized -44.7%
SITE Siteone Landscape Supply Inc com 0.0%
Value ($000) $15 Shares 138 Est. Cost $84.81 Unrealized +9.6%
XBTAX BlackRock Long-Term Muni Adv 0.0%
Value ($000) $15 Shares 1,275 Est. Cost $12.02 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $15 Shares 434 Est. Cost $36.95 Unrealized
ATI Allegheny Technologies Inc 0.0%
Value ($000) $14 Shares 1,421 Est. Cost $18.13 Unrealized -52.2%
DEO Diageo PLC 0.0%
Value ($000) $14 Shares 108 Est. Cost $167.54 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $14 Shares 200 Est. Cost $61.58 Unrealized -16.0%
VVV Valvoline Inc 0.0%
Value ($000) $14 Shares 758 Est. Cost $16.97 Unrealized 0.0%
PSEC Prospect Capital Corp 0.0%
Value ($000) $14 Shares 2,924 Est. Cost $3.01 Unrealized -23.2%
BCS Barclays Plc Adr 0.0%
Value ($000) $14 Shares 2,618 Est. Cost $9.17 Unrealized
KSS Kohl's Corp 0.0%
Value ($000) $14 Shares 700 Est. Cost $50.84 Unrealized -62.1%
WU The Western Union Co 0.0%
Value ($000) $14 Shares 650 Est. Cost $26.48 Unrealized
CGW Invesco S&P Global Water Index ETF 0.0%
Value ($000) $14 Shares 400 Est. Cost $40.00 Unrealized
UYG ProShares Ultra Financials 0.0%
Value ($000) $13 Shares 470 Est. Cost $27.66 Unrealized
Spectrum Pharmaceuticals Inc 0.0%
Value ($000) $13 Shares 4,000 Est. Cost $3.50 Unrealized
IP International Paper Co 0.0%
Value ($000) $13 Shares 394 Est. Cost $30.86 Unrealized -19.6%
Liberty All-Star Equity 0.0%
Value ($000) $13 Shares 2,321 Est. Cost $6.89 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $13 Shares 627 Est. Cost $30.73 Unrealized -44.6%
SBNY Signature Bank 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
PSX Phillips 66 0.0%
Value ($000) $13 Shares 194 Est. Cost $87.36 Unrealized -35.7%
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $13 Shares 128 Est. Cost $125.00 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $13 Shares 475 Est. Cost $36.21 Unrealized -20.0%
DTE DTE Energy Co 0.0%
Value ($000) $13 Shares 125 Est. Cost $87.47 Unrealized -16.3%
EXC Exelon Corp 0.0%
Value ($000) $12 Shares 343 Est. Cost $27.57 Unrealized -21.2%
ITB iShares US Home Construction 0.0%
Value ($000) $12 Shares 288 Est. Cost $43.33 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $12 Shares 458 Est. Cost $47.43 Unrealized -47.8%
TE Connectivity Ltd 0.0%
Value ($000) $12 Shares 152 Est. Cost $62.11 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $12 Shares 188 Est. Cost $78.49 Unrealized -19.0%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $12 Shares 152 Est. Cost $76.04 Unrealized +0.2%
TRGP Targa Resources Corp 0.0%
Value ($000) $12 Shares 620 Est. Cost $33.34 Unrealized -59.7%
BMO Bank Montreal Que Com 0.0%
Value ($000) $12 Shares 229 Est. Cost $57.88 Unrealized -30.6%
FTLS First Trust Long/Short Equity ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.00 Unrealized
ALLETE Inc 0.0%
Value ($000) $12 Shares 238 Est. Cost $79.83 Unrealized
CHTR Charter Communications Inc 0.0%
Value ($000) $11 Shares 23 Est. Cost $244.69 Unrealized +107.3%
NSC Norfolk Southern Corp 0.0%
Value ($000) $11 Shares 65 Est. Cost $165.56 Unrealized -8.8%
MCK McKesson Corp 0.0%
Value ($000) $11 Shares 73 Est. Cost $135.52 Unrealized +2.8%
Aberdeen Asia-Pacific Income 0.0%
Value ($000) $11 Shares 3,000 Est. Cost $4.00 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $11 Shares 174 Est. Cost $93.08 Unrealized -38.8%
EDIT Editas Medicine Inc 0.0%
Value ($000) $11 Shares 400 Est. Cost $25.18 Unrealized +3.8%
ES Eversource Energy 0.0%
Value ($000) $11 Shares 141 Est. Cost $66.48 Unrealized +1.1%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $11 Shares 450 Est. Cost $26.67 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $11 Shares 703 Est. Cost $20.51 Unrealized -36.8%
Laboratory Corp of America Holdings 0.0%
Value ($000) $11 Shares 67 Est. Cost $166.67 Unrealized
Nuveen Select TaxFree Income 2 0.0%
Value ($000) $11 Shares 768 Est. Cost $14.32 Unrealized
MPLX MPLX LP Partnership Units 0.0%
Value ($000) $11 Shares 677 Est. Cost $24.53 Unrealized
Redfin Corp 0.0%
Value ($000) $11 Shares 280 Est. Cost $17.86 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $10 Shares 52 Est. Cost $175.00 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $10 Shares 108 Est. Cost $74.69 Unrealized +2.1%
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $10 Shares 213 Est. Cost $44.44 Unrealized +6.1%
MFC Manulife Financial Corp 0.0%
Value ($000) $10 Shares 804 Est. Cost $19.00 Unrealized -33.8%
MGA Magna International Inc 0.0%
Value ($000) $10 Shares 240 Est. Cost $44.42 Unrealized -25.7%
TTD The Trade Desk Inc Com Cl A 0.0%
Value ($000) $10 Shares 25 Est. Cost $24.53 Unrealized +22.9%
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $10 Shares 6,723 Est. Cost $3.27 Unrealized
EIX Edison International 0.0%
Value ($000) $10 Shares 200 Est. Cost $53.74 Unrealized -17.1%
MATX Matson Inc 0.0%
Value ($000) $10 Shares 363 Est. Cost $34.62 Unrealized -23.7%
ADSK Autodesk Inc 0.0%
Value ($000) $10 Shares 45 Est. Cost $99.58 Unrealized +97.4%
NEE NextEra Energy Inc 0.0%
Value ($000) $10 Shares 45 Est. Cost $50.17 Unrealized +3.6%
TAP Molson Coors Brewing Co B 0.0%
Value ($000) $10 Shares 310 Est. Cost $45.94 Unrealized -24.4%
CAG Conagra Brands Inc 0.0%
Value ($000) $10 Shares 290 Est. Cost $22.47 Unrealized +16.6%
CenturyLink Inc 0.0%
Value ($000) $10 Shares 1,070 Est. Cost $12.71 Unrealized
PFF iShares Preferred&Income Securities ETF 0.0%
Value ($000) $10 Shares 310 Est. Cost $35.48 Unrealized
CRNC Cerence Inc 0.0%
Value ($000) $10 Shares 250 Est. Cost $16.42 Unrealized +74.9%
Gabelli Equity Trust 0.0%
Value ($000) $9 Shares 1,828 Est. Cost $6.02 Unrealized
BHF Brighthouse Finl Inc Com 0.0%
Value ($000) $9 Shares 355 Est. Cost $39.36 Unrealized -30.0%
DBX Dropbox Inc 0.0%
Value ($000) $9 Shares 451 Est. Cost $21.13 Unrealized 0.0%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $9 Shares 69 Est. Cost $127.87 Unrealized -12.1%
PIMCO Income Strategy Fund 0.0%
Value ($000) $9 Shares 926 Est. Cost $11.88 Unrealized
DEM WisdomTree Emerging Markets High Div ETF 0.0%
Value ($000) $9 Shares 255 Est. Cost $43.69 Unrealized
SSYS Stratasys Ltd 0.0%
Value ($000) $9 Shares 600 Est. Cost $19.92 Unrealized -15.1%
SPTI SPDR Portfolio Intmdt Term Trs ETF 0.0%
Value ($000) $9 Shares 289 Est. Cost $27.78 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $9 Shares 126 Est. Cost $82.22 Unrealized -29.4%
STOK Stoke Therapeutics Inc 0.0%
Value ($000) $9 Shares 400 Est. Cost $24.71 Unrealized -3.9%
USHY iShares Broad USD High Yield Corp Bd ETF 0.0%
Value ($000) $9 Shares 261 Est. Cost $35.41 Unrealized
VRP Invesco Variable Rate Preferred ETF 0.0%
Value ($000) $9 Shares 404 Est. Cost $22.28 Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $9 Shares 206 Est. Cost $41.23 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $9 Shares 508 Est. Cost $35.33 Unrealized -58.1%
ALGN Align Technology Inc 0.0%
Value ($000) $9 Shares 35 Est. Cost $247.93 Unrealized -9.2%
ARCC Ares Capital Corp 0.0%
Value ($000) $8 Shares 614 Est. Cost $10.31 Unrealized -23.4%
SHW Sherwin-Williams Co 0.0%
Value ($000) $8 Shares 14 Est. Cost $180.64 Unrealized -5.0%
BlackRock Debt Strategies Fund 0.0%
Value ($000) $8 Shares 858 Est. Cost $10.49 Unrealized
HEXO Corp 0.0%
Value ($000) $8 Shares 11,600 Est. Cost $0.69 Unrealized
KBR KBR Inc 0.0%
Value ($000) $8 Shares 356 Est. Cost $20.39 Unrealized 0.0%
PIMCO High Income 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $7.33 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $8 Shares 741 Est. Cost $13.82 Unrealized
TCOM Trip.com Group Ltd 0.0%
Value ($000) $7 Shares 296 Est. Cost $32.05 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.00 Unrealized
JBLU JetBlue Airways Corp 0.0%
Value ($000) $7 Shares 725 Est. Cost $18.58 Unrealized -47.0%
TDC Teradata Corp 0.0%
Value ($000) $7 Shares 357 Est. Cost $27.81 Unrealized -21.8%
ROK Rockwell Automation Inc 0.0%
Value ($000) $7 Shares 35 Est. Cost $166.41 Unrealized +5.5%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $7 Shares 324 Est. Cost $37.04 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $7 Shares 150 Est. Cost $71.12 Unrealized -41.3%
United States Steel Corp 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $11.00 Unrealized
OrganiGram Holdings Inc 0.0%
Value ($000) $7 Shares 5,000 Est. Cost $2.40 Unrealized
AZO AutoZone Inc 0.0%
Value ($000) $7 Shares 7 Est. Cost $1154.84 Unrealized -8.8%
CSX CSX Corp 0.0%
Value ($000) $7 Shares 111 Est. Cost $21.78 Unrealized -5.8%
TROW T. Rowe Price Group Inc 0.0%
Value ($000) $7 Shares 58 Est. Cost $91.51 Unrealized -1.8%
INFY Infosys Ltd 0.0%
Value ($000) $7 Shares 800 Est. Cost $10.00 Unrealized
EXI iShares Global Industrials ETF 0.0%
Value ($000) $6 Shares 81 Est. Cost $87.33 Unrealized
GW Pharmaceuticals PLC 0.0%
Value ($000) $6 Shares 50 Est. Cost $92.31 Unrealized
COLM Columbia Sportswear Co 0.0%
Value ($000) $6 Shares 75 Est. Cost $87.69 Unrealized -22.8%
Jacobs Engineering Group Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $80.00 Unrealized
SBRA Sabra Health Care REIT Inc 0.0%
Value ($000) $6 Shares 455 Est. Cost $19.78 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $6 Shares 238 Est. Cost $24.67 Unrealized -4.4%
SCHW Charles Schwab Corp 0.0%
Value ($000) $6 Shares 206 Est. Cost $42.06 Unrealized -21.1%
ZM Zoom video communications-A 0.0%
Value ($000) $6 Shares 25 Est. Cost $68.82 Unrealized +161.5%
MCHP Microchip Technology Inc 0.0%
Value ($000) $6 Shares 62 Est. Cost $42.98 Unrealized -6.1%
BYND Beyond Meat Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $118.40 Unrealized 0.0%
VERICITY ORD 0.0%
Value ($000) $6 Shares 652 Est. Cost $9.20 Unrealized
MIDU Direxion Daily Mid Cap Bull 3X ETF 0.0%
Value ($000) $6 Shares 312 Est. Cost $34.25 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $105.92 Unrealized -19.1%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $6 Shares 44 Est. Cost $152.78 Unrealized
IHE iShares US Pharmaceuticals 0.0%
Value ($000) $6 Shares 40 Est. Cost $150.00 Unrealized
NEU NewMarket Corp 0.0%
Value ($000) $6 Shares 16 Est. Cost $422.68 Unrealized -13.5%
ELV Anthem Inc 0.0%
Value ($000) $6 Shares 25 Est. Cost $121.36 Unrealized +103.6%
1Life Healthcare Ord 0.0%
Value ($000) $6 Shares 192 Est. Cost $15.63 Unrealized
BOH Bank of Hawaii Corp 0.0%
Value ($000) $5 Shares 92 Est. Cost $68.79 Unrealized -29.3%
STZ Constellation Brands Inc 0.0%
Value ($000) $5 Shares 34 Est. Cost $170.74 Unrealized -11.0%
DXC DXC Technology Co 0.0%
Value ($000) $5 Shares 354 Est. Cost $31.33 Unrealized -49.2%
Kayne Anderson MLP/Midstream 0.0%
Value ($000) $5 Shares 990 Est. Cost $11.13 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $5 Shares 53 Est. Cost $92.61 Unrealized 0.0%
TCBK TriCo Bancshares 0.0%
Value ($000) $5 Shares 188 Est. Cost $38.13 Unrealized -25.2%
Spirit Airlines Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.00 Unrealized
BWXT Bwx Technologies Inc 0.0%
Value ($000) $5 Shares 98 Est. Cost $55.04 Unrealized -5.2%
DRI Darden Restaurants Inc 0.0%
Value ($000) $5 Shares 75 Est. Cost $95.83 Unrealized -37.0%
Cohen & Steers Closed-End Opp 0.0%
Value ($000) $5 Shares 508 Est. Cost $11.81 Unrealized
INMB INmune Bio Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.82 Unrealized +4.4%
Apollo Global Management Inc 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.25 Unrealized
HRTX Heron Therapeutics Inc 0.0%
Value ($000) $5 Shares 400 Est. Cost $18.80 Unrealized -12.6%
FITB Fifth Third Bancorp 0.0%
Value ($000) $5 Shares 298 Est. Cost $22.92 Unrealized -35.3%
Schnitzer Steel Industries Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.00 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $5 Shares 73 Est. Cost $48.78 Unrealized
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $5 Shares 100 Est. Cost $112.81 Unrealized -60.6%
TNA Direxion Daily Small Cap Bull 3X ETF 0.0%
Value ($000) $5 Shares 196 Est. Cost $39.49 Unrealized
PUK Prudential PLC 0.0%
Value ($000) $5 Shares 178 Est. Cost $35.71 Unrealized
KLAC KLA Corp 0.0%
Value ($000) $4 Shares 23 Est. Cost $155.73 Unrealized +2.9%
BRSL International Game Technology PLC 0.0%
Value ($000) $4 Shares 520 Est. Cost $7.17 Unrealized -23.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 17 Est. Cost $271.12 Unrealized 0.0%
BIP Brookfield Infrastructure Partners LP 0.0%
Value ($000) $4 Shares 112 Est. Cost $44.64 Unrealized
Virtus Total Return Fund Inc. 0.0%
Value ($000) $4 Shares 580 Est. Cost $10.34 Unrealized
CPA Copa Holdings SA Class A 0.0%
Value ($000) $4 Shares 80 Est. Cost $87.58 Unrealized -55.2%
ELEMENTS Rogers Intl Cmdty TR ETN 0.0%
Value ($000) $4 Shares 1,250 Est. Cost $4.80 Unrealized
HOG Harley-Davidson Inc 0.0%
Value ($000) $4 Shares 171 Est. Cost $37.23 Unrealized -41.6%
TerraForm Power Inc 0.0%
Value ($000) $4 Shares 225 Est. Cost $13.33 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $4 Shares 64 Est. Cost $61.60 Unrealized +2.9%
VFH Vanguard Financials ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $67.04 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $4 Shares 142 Est. Cost $32.36 Unrealized -13.9%
OMC Omnicom Group Inc 0.0%
Value ($000) $4 Shares 75 Est. Cost $62.52 Unrealized -29.2%
ALL Allstate Corp 0.0%
Value ($000) $4 Shares 46 Est. Cost $94.20 Unrealized -9.1%
AIG American International Group Inc 0.0%
Value ($000) $4 Shares 147 Est. Cost $45.11 Unrealized -46.0%
FENC Fennec Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.44 Unrealized 0.0%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $4 Shares 261 Est. Cost $19.58 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $4 Shares 7 Est. Cost $501.45 Unrealized +21.4%
ENB Enbridge Inc Com 0.0%
Value ($000) $4 Shares 155 Est. Cost $24.78 Unrealized -14.9%
EPR EPR Properties 0.0%
Value ($000) $4 Shares 122 Est. Cost $65.57 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.78 Unrealized -5.7%
CC The Chemours Co 0.0%
Value ($000) $4 Shares 286 Est. Cost $11.46 Unrealized -10.6%
AMTX Aemetis Inc 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $1.01 Unrealized -28.1%
Duke Realty Corp 0.0%
Value ($000) $3 Shares 89 Est. Cost $33.71 Unrealized
Taubman Centers Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
AKAM Akamai Technologies Inc 0.0%
Value ($000) $3 Shares 37 Est. Cost $87.43 Unrealized +15.0%
UAL United Continental Holdings Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.99 Unrealized 0.0%
EOG EOG Resources Inc 0.0%
Value ($000) $3 Shares 66 Est. Cost $55.80 Unrealized -33.1%
Healthcare Trust of America Inc 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.00 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $3 Shares 56 Est. Cost $73.62 Unrealized -35.1%
TWLO Twilio Inc 0.0%
Value ($000) $3 Shares 15 Est. Cost $160.56 Unrealized 0.0%
LEN Lennar Corp 0.0%
Value ($000) $3 Shares 51 Est. Cost $52.24 Unrealized -9.5%
PGR Progressive Corp 0.0%
Value ($000) $3 Shares 39 Est. Cost $33.31 Unrealized +99.2%
POST Post Holdings Inc 0.0%
Value ($000) $3 Shares 36 Est. Cost $68.42 Unrealized -14.9%
SVB Financial Group 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
ROKU Roku Inc 0.0%
Value ($000) $3 Shares 28 Est. Cost $115.11 Unrealized -0.6%
UCO ProShares Ultra Bloomberg Crude Oil 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.00 Unrealized
ZNOG Zion Oil & Gas Inc 0.0%
Value ($000) $3 Shares 12,000 Est. Cost $0.26 Unrealized +4.0%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $37.04 Unrealized
WVVI Willamette Valley Vineyards Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.01 Unrealized -17.7%
FHI Federated Hermes Inc 0.0%
Value ($000) $3 Shares 155 Est. Cost $24.55 Unrealized -30.9%
MOH Molina Healthcare Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $133.82 Unrealized +27.3%
COF Capital One Financial Corp 0.0%
Value ($000) $3 Shares 63 Est. Cost $86.78 Unrealized -34.7%
Moleculin Biotech Inc Com 0.0%
Value ($000) $2 Shares 2,500 Est. Cost $0.80 Unrealized
CNC Centene Corp 0.0%
Value ($000) $2 Shares 44 Est. Cost $60.68 Unrealized +7.3%
RITM New Residential Invt Corp Com New 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
Nikola Corp 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $2 Shares 80 Est. Cost $38.46 Unrealized
GEN NortonLifeLock Inc 0.0%
Value ($000) $2 Shares 144 Est. Cost $12.38 Unrealized +45.8%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $2 Shares 236 Est. Cost $9.79 Unrealized -12.4%
Prevail Therapeutics Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $2 Shares 195 Est. Cost $12.13 Unrealized 0.0%
PCB PCB Bancorp 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.06 Unrealized 0.0%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
Arconic Corp 0.0%
Value ($000) $2 Shares 175 Est. Cost $11.43 Unrealized
CMC Commercial Metals Co 0.0%
Value ($000) $2 Shares 105 Est. Cost $18.29 Unrealized -14.0%
HII Huntington Ingalls Industries Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $206.35 Unrealized -20.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $97.95 Unrealized
XRX Xerox Holdings Corp 0.0%
Value ($000) $2 Shares 160 Est. Cost $34.97 Unrealized -50.7%
JACK Jack In The Box Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $61.63 Unrealized 0.0%
SNY Sanofi 0.0%
Value ($000) $2 Shares 51 Est. Cost $47.62 Unrealized
Spirit Realty Capital Inc 0.0%
Value ($000) $2 Shares 78 Est. Cost $25.64 Unrealized
RACE Ferrari NV 0.0%
Value ($000) $2 Shares 17 Est. Cost $161.51 Unrealized -0.2%
Tilray Inc 0.0%
Value ($000) $2 Shares 300 Est. Cost $16.67 Unrealized
Nuveen Municipal Value 0.0%
Value ($000) $2 Shares 252 Est. Cost $10.18 Unrealized
VYX NCR Corp 0.0%
Value ($000) $2 Shares 157 Est. Cost $19.46 Unrealized -41.1%
AES The AES Corp 0.0%
Value ($000) $2 Shares 184 Est. Cost $14.48 Unrealized -26.0%
FDN First Trust Dow Jones Internet ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $111.75 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $1 Shares 69 Est. Cost $22.18 Unrealized -31.4%
VFC VF Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $89.63 Unrealized -35.0%
US Concrete Inc 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.83 Unrealized
Fiat Chrysler Automobiles NV 0.0%
Value ($000) $1 Shares 156 Est. Cost $12.82 Unrealized
RL Ralph Lauren Corp Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $93.76 Unrealized -29.1%
FLEX Flex Ltd 0.0%
Value ($000) $1 Shares 136 Est. Cost $8.65 Unrealized -16.7%
Perspecta Inc 0.0%
Value ($000) $1 Shares 83 Est. Cost $20.41 Unrealized
GL Globe Life Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $94.69 Unrealized -23.5%
ZION Zions Bancorp NA 0.0%
Value ($000) $1 Shares 48 Est. Cost $41.19 Unrealized -23.1%
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 27 Est. Cost $38.80 Unrealized -15.9%
NVT nVent Electric PLC 0.0%
Value ($000) $1 Shares 79 Est. Cost $20.73 Unrealized -20.9%
NCLH Norwegian Cruise Line Holdings Ltd 0.0%
Value ($000) $1 Shares 89 Est. Cost $40.21 Unrealized -63.6%
H Hyatt Hotels Corp 0.0%
Value ($000) $1 Shares 31 Est. Cost $74.56 Unrealized -29.5%
Pioneer Natural Resources Co 0.0%
Value ($000) $1 Shares 17 Est. Cost $117.65 Unrealized
VFF Village Farms International Inc 0.0%
Value ($000) $1 Shares 369 Est. Cost $4.23 Unrealized 0.0%
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $150.17 Unrealized -31.4%
Viacomcbs Cl B Ord 0.0%
Value ($000) $1 Shares 61 Est. Cost Unrealized
VMBS Vanguard Mortgage-Backed Secs ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $180.55 Unrealized -7.1%
PPG PPG Industries Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $102.38 Unrealized -15.6%
ON ON Semiconductor Corp 0.0%
Value ($000) $1 Shares 71 Est. Cost $19.56 Unrealized -16.7%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
Bed Bath & Beyond Inc 0.0%
Value ($000) $1 Shares 160 Est. Cost Unrealized
PEY Invesco High Yield Eq Div Achiev ETF 0.0%
Value ($000) $1 Shares 75 Est. Cost Unrealized
CUZ Cousins Properties Inc 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
Discovery Inc 0.0%
Value ($000) $1 Shares 77 Est. Cost $32.57 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $32.64 Unrealized +17.7%
TXT Textron Inc 0.0%
Value ($000) $1 Shares 60 Est. Cost $40.08 Unrealized -26.8%
DAN Dana Inc 0.0%
Value ($000) $1 Shares 93 Est. Cost $12.08 Unrealized -20.8%
IDV iShares International Select Dividend 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
BKR Baker Hughes Co 0.0%
Value ($000) $1 Shares 129 Est. Cost $15.92 Unrealized -21.4%
SON Sonoco Products Co 0.0%
Value ($000) $1 Shares 38 Est. Cost $40.46 Unrealized 0.0%
CBNK Capital Bancorp Inc/MD 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.60 Unrealized -19.4%
CNDT Conduent Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $6.26 Unrealized -62.8%
TEX Terex Corp 0.0%
Value ($000) $0 Shares 41 Est. Cost $22.64 Unrealized -29.7%
PTON Peloton Interactive Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.39 Unrealized 0.0%
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Energous Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $23.85 Unrealized -13.6%
EXPE Expedia Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $115.73 Unrealized -37.7%
T MOBILE US SUBSRTS 0.0%
Value ($000) $0 Shares 53 Est. Cost Unrealized
Brookfield Infrastructure Corp 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
IEV iShares Europe 0.0%
Value ($000) $0 Shares 17 Est. Cost $40.00 Unrealized
Pacific Ethanol Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ARL American Realty Investors Inc 0.0%
Value ($000) $0 Shares 51 Est. Cost $14.90 Unrealized -45.6%
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value ($000) $0 Shares 62 Est. Cost Unrealized
American International Group Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AA Alcoa Corp 0.0%
Value ($000) $0 Shares 55 Est. Cost $19.77 Unrealized -56.8%
Nordstrom Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
AVT Avnet Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $35.15 Unrealized -31.7%
ACLS Axcelis Technologies Inc 0.0%
Value ($000) $0 Shares 29 Est. Cost $21.07 Unrealized +15.8%
XLV Health Care Select Sector Spdr Fund 0.0%
Value ($000) $0 Shares 5 Est. Cost $100.72 Unrealized
JNK SPDR Blmbg Barclays High Yield Bd ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DNOW NOW Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $11.16 Unrealized -38.4%
PBW Invesco WilderHill Clean Energy ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Biolase Inc 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $0 Shares 30 Est. Cost $29.28 Unrealized
DIREXION WORK FROM HOME ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
CURE Direxion Daily Healthcare Bull 3X ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
FSTA Fidelity MSCI Consumer Staples ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 67 Est. Cost $11.38 Unrealized -38.8%
RIG Transocean Ltd 0.0%
Value ($000) $0 Shares 26 Est. Cost $5.15 Unrealized -69.8%
KTB Kontoor Brands Inc 0.0%
Value ($000) $0 Shares 41 Est. Cost $37.76 Unrealized -52.8%
PRGO Perrigo Co PLC 0.0%
Value ($000) $0 Shares 15 Est. Cost $52.29 Unrealized +0.7%
Mallinckrodt PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
PIPR Piper Sandler Cos 0.0%
Value ($000) $0 Shares 12 Est. Cost $77.47 Unrealized -27.3%
Aegon NV 0.0%
Value ($000) $0 Shares 224 Est. Cost $4.46 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 61 Est. Cost $18.78 Unrealized -47.9%
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 169 Est. Cost $11.36 Unrealized
GT Goodyear Tire & Rubber Co 0.0%
Value ($000) $0 Shares 100 Est. Cost $15.63 Unrealized -51.4%
Tellurian Inc New 0.0%
Value ($000) $0 Shares 600 Est. Cost $6.67 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $0 Shares 60 Est. Cost $10.19 Unrealized -52.1%
MKL Markel Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $1138.97 Unrealized -20.2%
XHR Xenia Hotels & Resorts Inc 0.0%
Value ($000) $0 Shares 62 Est. Cost $16.13 Unrealized
WSM Williams-Sonoma Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.27 Unrealized +8.0%
Marathon Oil Corp 0.0%
Value ($000) $0 Shares 130 Est. Cost Unrealized
HIMX Himax Technologies Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.71 Unrealized
THC Tenet Healthcare Corp 0.0%
Value ($000) $0 Shares 13 Est. Cost $29.95 Unrealized -34.2%
MDU MDU Resources Group Inc 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.10 Unrealized -22.7%
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $0 Shares 11 Est. Cost $69.86 Unrealized -21.5%
FDL First Trust Morningstar Div Leaders ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
FUTY Fidelity MSCI Utilities ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Navios Maritime Containers LP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized