Darwin Wealth Management, LLC Diversified Active

CIK: 0001663224 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 6, 2020

Total Value ($000): $392,636 (100.0% shares, 0.0% debt)

Holdings (157)

MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 5.6%
Value ($000) $21,935 Shares 134,154 Est. Cost $122.34 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 4.5%
Value ($000) $17,495 Shares 480,517 Est. Cost $33.95 Unrealized
OEF ISHARES S&P 100 ETF 3.7%
Value ($000) $14,692 Shares 103,166 Est. Cost $113.39 Unrealized
FIXD FIRST TRUST TCW OPP FIXED IN 3.6%
Value ($000) $13,952 Shares 254,656 Est. Cost $54.79 Unrealized
AAPL APPLE INC COM USD0.00001 3.2%
Value ($000) $12,446 Shares 34,118 Est. Cost $49.85 Unrealized +50.6%
AGGY WISDOMTREE TRUST YLD ENH US AGGREGATE BD FD 2.9%
Value ($000) $11,532 Shares 214,282 Est. Cost $52.35 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 2.7%
Value ($000) $10,447 Shares 102,372 Est. Cost $97.02 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2.4%
Value ($000) $9,502 Shares 307,934 Est. Cost $28.97 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 2.2%
Value ($000) $8,481 Shares 63,063 Est. Cost $123.48 Unrealized
UCON FIRST TR EXCHNG TRADED FD VIII TCW UNCONSTRAI 2.1%
Value ($000) $8,283 Shares 322,138 Est. Cost $25.71 Unrealized
AMZN AMAZON.COM INC 2.1%
Value ($000) $8,268 Shares 2,997 Est. Cost $53.46 Unrealized +125.9%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 2.1%
Value ($000) $8,162 Shares 69,656 Est. Cost $99.30 Unrealized
NOBL PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETF 2.0%
Value ($000) $7,905 Shares 117,381 Est. Cost $65.17 Unrealized
BIL SPDR SER TR SPDR BLOOMBERG 2.0%
Value ($000) $7,784 Shares 85,054 Est. Cost $91.55 Unrealized
SGOL ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 1.9%
Value ($000) $7,611 Shares 444,109 Est. Cost $17.09 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 1.9%
Value ($000) $7,608 Shares 46,415 Est. Cost $131.23 Unrealized
BYLD ISHARES TR YLD OPTIM BD 1.9%
Value ($000) $7,480 Shares 292,008 Est. Cost $25.12 Unrealized
NFLX NETFLIX COM INC COM 1.6%
Value ($000) $6,420 Shares 14,112 Est. Cost $18.41 Unrealized +131.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.6%
Value ($000) $6,158 Shares 52,100 Est. Cost $111.17 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.4%
Value ($000) $5,674 Shares 94,537 Est. Cost $60.02 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF 1.4%
Value ($000) $5,615 Shares 108,661 Est. Cost $51.67 Unrealized
CLX CLOROX CO COM USD1.00 1.4%
Value ($000) $5,608 Shares 25,568 Est. Cost $149.49 Unrealized +12.9%
HYG ISHARES TRUST IBOXX HI YD ETF 1.4%
Value ($000) $5,600 Shares 68,612 Est. Cost $86.08 Unrealized
GIS GENERAL MILLS INC COM USD0.10 1.3%
Value ($000) $5,173 Shares 83,916 Est. Cost $43.91 Unrealized +13.6%
AOM ISHARES CORE MODERATE ALLOCATION ETF 1.2%
Value ($000) $4,903 Shares 122,980 Est. Cost $37.08 Unrealized
HD HOME DEPOT INC COM 1.2%
Value ($000) $4,878 Shares 19,474 Est. Cost $135.25 Unrealized +47.7%
BND VANGUARD TOTAL BND MRKT ETF 1.2%
Value ($000) $4,580 Shares 51,852 Est. Cost $82.50 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 1.1%
Value ($000) $4,425 Shares 17,877 Est. Cost $201.49 Unrealized
SHOP SHOPIFY INC COM CL A 0.9%
Value ($000) $3,645 Shares 3,841 Est. Cost $69.41 Unrealized 0.0%
TSLA TESLA INC COM 0.9%
Value ($000) $3,566 Shares 3,303 Est. Cost $53.95 Unrealized +0.3%
NVDA NVIDIA CORP COM 0.9%
Value ($000) $3,542 Shares 9,323 Est. Cost $7.88 Unrealized +2.2%
PG PROCTER & GAMBLE CO COM 0.9%
Value ($000) $3,372 Shares 28,205 Est. Cost $76.43 Unrealized +32.8%
ZTO ZTO EXPRESS (CAYMAN) INC ADR SPONSORED 0.8%
Value ($000) $3,335 Shares 90,859 Est. Cost $36.71 Unrealized
LLY ELI LILLY AND COMPANY COM 0.8%
Value ($000) $3,270 Shares 19,921 Est. Cost $142.88 Unrealized +0.7%
JD JD.COM INC ADR 0.8%
Value ($000) $3,268 Shares 54,305 Est. Cost $60.14 Unrealized
TAL TAL EDUCATION GROUP ADR 0.8%
Value ($000) $3,239 Shares 47,375 Est. Cost $68.37 Unrealized
ACTIVISION BLIZZARD INC COM 0.8%
Value ($000) $3,225 Shares 42,495 Est. Cost $74.16 Unrealized
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 0.8%
Value ($000) $3,215 Shares 37,132 Est. Cost $85.29 Unrealized
DXCM DEXCOM INC COM 0.8%
Value ($000) $3,184 Shares 7,854 Est. Cost $89.00 Unrealized +0.5%
MTUM ISHARES TRUST USA MOMENTUM FCT ETF 0.8%
Value ($000) $3,163 Shares 24,145 Est. Cost $107.01 Unrealized
SEATTLE GENETICS INC COM 0.8%
Value ($000) $3,137 Shares 18,464 Est. Cost $169.90 Unrealized
RNG RINGCENTRAL INC COM CL A 0.8%
Value ($000) $3,123 Shares 10,960 Est. Cost $252.94 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.8%
Value ($000) $3,113 Shares 40,463 Est. Cost $61.38 Unrealized +0.1%
VEEV VEEVA SYSTEMS INC COM CL A 0.8%
Value ($000) $3,111 Shares 13,274 Est. Cost $197.86 Unrealized +0.2%
KR KROGER CO COM 0.8%
Value ($000) $3,017 Shares 89,144 Est. Cost $28.73 Unrealized +0.1%
DG DOLLAR GENERAL CORP COM 0.8%
Value ($000) $2,949 Shares 15,480 Est. Cost $108.87 Unrealized +53.6%
REGN REGENERON PHARMACEUTICALS INC COM 0.8%
Value ($000) $2,948 Shares 4,728 Est. Cost $564.49 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICAL COM 0.7%
Value ($000) $2,921 Shares 10,062 Est. Cost $271.01 Unrealized +0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value ($000) $2,896 Shares 55,050 Est. Cost $52.97 Unrealized +0.1%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.7%
Value ($000) $2,889 Shares 17,038 Est. Cost $73.97 Unrealized 0.0%
OKTA OKTA INC COM CL A 0.7%
Value ($000) $2,853 Shares 14,253 Est. Cost $169.00 Unrealized +0.5%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.7%
Value ($000) $2,829 Shares 7,752 Est. Cost $242.85 Unrealized +33.3%
FTNT FORTINET INC COM 0.7%
Value ($000) $2,809 Shares 20,465 Est. Cost $25.04 Unrealized +0.2%
T AT&T INC COM USD1 0.7%
Value ($000) $2,738 Shares 90,599 Est. Cost $15.12 Unrealized +2.5%
IBM INTERNATIONAL BUS MACH CORP COM 0.6%
Value ($000) $2,401 Shares 19,883 Est. Cost $100.57 Unrealized -9.1%
VYM VANGUARD HIGH DIV YLD ETF 0.5%
Value ($000) $2,100 Shares 26,659 Est. Cost $76.91 Unrealized
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 0.5%
Value ($000) $2,039 Shares 56,256 Est. Cost $33.77 Unrealized
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.5%
Value ($000) $2,009 Shares 40,470 Est. Cost $47.69 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $1,970 Shares 9,683 Est. Cost $96.60 Unrealized +79.1%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,887 Shares 1,335 Est. Cost $48.99 Unrealized +36.7%
XYZ SQUARE INC COM CL A 0.5%
Value ($000) $1,825 Shares 17,395 Est. Cost $25.65 Unrealized +198.4%
AWK AMERICAN WATER WOR COM 0.4%
Value ($000) $1,718 Shares 13,355 Est. Cost $90.43 Unrealized +23.8%
IFLN INVESCO EXCHANGE TRADED FUND T FNDMNTL HY CRP ETF 0.4%
Value ($000) $1,657 Shares 91,583 Est. Cost $18.09 Unrealized
VMBS VANGUARD MORTG-BACK SEC ETF 0.4%
Value ($000) $1,632 Shares 30,026 Est. Cost $54.35 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,487 Shares 10,580 Est. Cost $104.97 Unrealized +18.3%
TIP ISHARES TRUST TIPS BD ETF 0.4%
Value ($000) $1,436 Shares 11,679 Est. Cost $113.60 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.4%
Value ($000) $1,383 Shares 9,570 Est. Cost $108.69 Unrealized +8.5%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.4%
Value ($000) $1,382 Shares 37,793 Est. Cost $31.51 Unrealized
FTCS FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF 0.3%
Value ($000) $1,321 Shares 22,623 Est. Cost $58.39 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $1,308 Shares 12,096 Est. Cost $103.99 Unrealized
INVESCO ACTIVELY MANAGED EXCHA MDRTLY CNSRTIV ETF 0.3%
Value ($000) $1,264 Shares 95,870 Est. Cost $13.32 Unrealized
FDMO FIDELITY MOMENTUM FACTOR ETF 0.3%
Value ($000) $1,241 Shares 33,840 Est. Cost $32.20 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,210 Shares 4,104 Est. Cost $241.06 Unrealized +8.3%
VOO VANGUARD S&P 500 ETF SHS 0.3%
Value ($000) $1,137 Shares 4,013 Est. Cost $258.84 Unrealized
QTEC FIRST TRUST PORTFOLIOS SHS ETF 0.3%
Value ($000) $1,130 Shares 10,361 Est. Cost $83.17 Unrealized
JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF 0.3%
Value ($000) $1,084 Shares 21,382 Est. Cost $50.29 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,043 Shares 5,399 Est. Cost $137.43 Unrealized +27.7%
META FACEBOOK INC COM CL A 0.3%
Value ($000) $987 Shares 4,349 Est. Cost $202.28 Unrealized +2.5%
FBND FIDELITY TOTAL BOND ETF 0.3%
Value ($000) $983 Shares 18,232 Est. Cost $50.39 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.2%
Value ($000) $897 Shares 24,570 Est. Cost $33.87 Unrealized
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.2%
Value ($000) $894 Shares 2,900 Est. Cost $272.43 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $882 Shares 18,913 Est. Cost $27.89 Unrealized +32.7%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $835 Shares 15,154 Est. Cost $38.04 Unrealized +7.1%
BALL BALL CORP COM 0.2%
Value ($000) $817 Shares 11,770 Est. Cost $49.32 Unrealized +28.1%
JPM JP MORGAN CHASE & CO COM 0.2%
Value ($000) $787 Shares 8,369 Est. Cost $82.51 Unrealized -0.9%
GSY INVESCO ACTIVELY MANAGED EXCHA ULTRA SHRT DUR ETF 0.2%
Value ($000) $779 Shares 15,455 Est. Cost $50.07 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $776 Shares 10,545 Est. Cost $64.74 Unrealized +2.5%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value ($000) $750 Shares 4,290 Est. Cost $105.71 Unrealized +35.2%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $728 Shares 4,081 Est. Cost $190.63 Unrealized -4.2%
DGRO ISHARES TRUST CORE DIVID GWTH 0.2%
Value ($000) $692 Shares 18,408 Est. Cost $36.66 Unrealized
XOM EXXON MOBIL CORPORATION COM 0.2%
Value ($000) $660 Shares 14,774 Est. Cost $52.88 Unrealized -34.2%
DHR DANAHER CORP COM 0.2%
Value ($000) $630 Shares 3,565 Est. Cost $139.97 Unrealized +0.0%
BANK OF AMERICA CORPORATION 0.2%
Value ($000) $618 Shares 461 Est. Cost $1285.06 Unrealized
DIS WALT DISNEY COMPANY (THE) COM 0.1%
Value ($000) $585 Shares 5,251 Est. Cost $108.16 Unrealized -0.3%
ETN EATON CORPORATION PLC COM 0.1%
Value ($000) $562 Shares 6,430 Est. Cost $66.48 Unrealized +12.5%
UPS UNITED PARCEL SERVICE INC COM CL B 0.1%
Value ($000) $556 Shares 5,004 Est. Cost $77.75 Unrealized +2.6%
BRK/A BERKSHIRE HATHAWAY INC COM CL A 0.1%
Value ($000) $534 Shares 2 Est. Cost $302764.90 Unrealized -9.5%
ZTS ZOETIS INC COM CL A 0.1%
Value ($000) $515 Shares 3,764 Est. Cost $124.48 Unrealized -0.0%
ITM VANECK VECTORS ETF TRUST AMT FREE INT ETF 0.1%
Value ($000) $515 Shares 10,125 Est. Cost $47.57 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY ETF 0.1%
Value ($000) $513 Shares 4,914 Est. Cost $93.76 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.1%
Value ($000) $504 Shares 7,259 Est. Cost $61.79 Unrealized
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $500 Shares 6,267 Est. Cost $65.16 Unrealized +3.8%
PGR PROGRESSIVE CORP (OHIO) COM 0.1%
Value ($000) $490 Shares 6,117 Est. Cost $40.12 Unrealized +65.4%
PFE PFIZER INC COM 0.1%
Value ($000) $474 Shares 14,510 Est. Cost $23.89 Unrealized +8.8%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $437 Shares 2,580 Est. Cost $182.00 Unrealized -7.8%
NOW SERVICENOW INC COM 0.1%
Value ($000) $430 Shares 1,063 Est. Cost $69.21 Unrealized +2.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $410 Shares 4,233 Est. Cost $73.77 Unrealized +16.1%
IEF ISHARES TRUST BARCLAYS 7 10 YR ETF 0.1%
Value ($000) $406 Shares 3,331 Est. Cost $104.78 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $404 Shares 1,334 Est. Cost $146.71 Unrealized +90.3%
GLD SPDR GOLD TRUST GOLD SHS ETF 0.1%
Value ($000) $387 Shares 2,316 Est. Cost $123.41 Unrealized
SUB ISHARES TRUST SHRT NAT MUN ETF 0.1%
Value ($000) $374 Shares 3,473 Est. Cost $106.04 Unrealized
MUNI PIMCO ETF TRUST INTER MUN BD ACT ETF 0.1%
Value ($000) $373 Shares 6,705 Est. Cost $54.42 Unrealized
IVW ISHARES TRUST S&P 500 GRWT ETF 0.1%
Value ($000) $371 Shares 1,789 Est. Cost $170.91 Unrealized
FLOT ISHARES TRUST FLTG RATE NT ETF 0.1%
Value ($000) $370 Shares 7,320 Est. Cost $50.85 Unrealized
MCD MCDONALD'S CORPORATION COM 0.1%
Value ($000) $366 Shares 1,984 Est. Cost $143.43 Unrealized +12.2%
ACN ACCENTURE PLC COM 0.1%
Value ($000) $364 Shares 1,697 Est. Cost $163.85 Unrealized +6.6%
GOOGL ALPHABET INC COM CL A 0.1%
Value ($000) $346 Shares 244 Est. Cost $55.93 Unrealized +19.6%
PEP PEPSICO INC COM 0.1%
Value ($000) $339 Shares 2,566 Est. Cost $89.44 Unrealized +23.9%
IWN ISHARES TRUST RUS 2000 VAL ETF 0.1%
Value ($000) $331 Shares 3,397 Est. Cost $119.71 Unrealized
IWP ISHARES TRUST RUS MD CP GR ETF 0.1%
Value ($000) $309 Shares 1,958 Est. Cost $157.81 Unrealized
KO COCA-COLA CO COM 0.1%
Value ($000) $308 Shares 6,913 Est. Cost $37.99 Unrealized +1.9%
RCL ROYAL CARIBBEAN CRUISES COM 0.1%
Value ($000) $307 Shares 6,106 Est. Cost $74.99 Unrealized -40.7%
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $305 Shares 2,758 Est. Cost $104.89 Unrealized
FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF 0.1%
Value ($000) $304 Shares 1,788 Est. Cost $116.58 Unrealized
MUB ISHARES TRUST NATIONAL MUN ETF 0.1%
Value ($000) $304 Shares 2,640 Est. Cost $112.72 Unrealized
GLOF ISHARES TRUST MULTIFACTOR GLBL ETF 0.1%
Value ($000) $303 Shares 10,899 Est. Cost $27.80 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $289 Shares 4,917 Est. Cost $45.66 Unrealized +5.0%
IWM ISHARES TRUST RUSSELL 2000 ETF 0.1%
Value ($000) $281 Shares 1,964 Est. Cost $156.64 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 0.1%
Value ($000) $273 Shares 2,683 Est. Cost $104.25 Unrealized
WM WASTE MANAGEMENT INC COM 0.1%
Value ($000) $270 Shares 2,558 Est. Cost $88.04 Unrealized +4.7%
DAL DELTA AIR LINES INC COM 0.1%
Value ($000) $266 Shares 9,518 Est. Cost $45.56 Unrealized -45.7%
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.1%
Value ($000) $258 Shares 6,838 Est. Cost $35.19 Unrealized
MMM 3M COMPANY COM 0.1%
Value ($000) $247 Shares 1,587 Est. Cost $105.54 Unrealized -3.0%
NUVEEN INSD TAX-FREE ADVANTAGE COM 0.1%
Value ($000) $243 Shares 17,500 Est. Cost $14.32 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.1%
Value ($000) $241 Shares 4,280 Est. Cost $52.87 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $236 Shares 1,975 Est. Cost $31.69 Unrealized +20.1%
HDV ISHARES TRUST ISHARES CORE HIGH DIVIDEND 0.1%
Value ($000) $236 Shares 2,918 Est. Cost $84.83 Unrealized
QUAL ISHARES TRUST USA QUALITY FCTR ETF 0.1%
Value ($000) $231 Shares 2,409 Est. Cost $83.43 Unrealized
LOW LOWE'S COMPANIES INC COM 0.1%
Value ($000) $230 Shares 1,708 Est. Cost $71.42 Unrealized +44.7%
XSLV INVESCO EXCHANGE TRADED FUND T S&P SMLCP LOW ETF 0.1%
Value ($000) $228 Shares 6,759 Est. Cost $47.70 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $224 Shares 579 Est. Cost $303.52 Unrealized +17.2%
INVESCO ACTIVELY MANAGED EXCHA CNSRTV MLT AST ETF 0.1%
Value ($000) $223 Shares 17,716 Est. Cost $12.65 Unrealized
JETS ETF SERIES SOLUTIONS US GLB JETS ETF 0.1%
Value ($000) $223 Shares 13,410 Est. Cost $16.62 Unrealized
NUVEEN TAX-ADV DIV COM 0.1%
Value ($000) $223 Shares 17,476 Est. Cost $16.60 Unrealized
IYH ISHARES TRUST US HLTHCARE ETF 0.1%
Value ($000) $222 Shares 1,031 Est. Cost $215.32 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $220 Shares 2,852 Est. Cost $65.09 Unrealized -3.4%
IVV ISHARES TRUST CORE S&P500 ETF 0.1%
Value ($000) $219 Shares 710 Est. Cost $271.15 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $215 Shares 1,174 Est. Cost $342.37 Unrealized -55.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $207 Shares 573 Est. Cost $298.40 Unrealized +10.7%
VT VANGUARD TT WRLD ST ETF 0.1%
Value ($000) $203 Shares 2,718 Est. Cost $64.13 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $203 Shares 861 Est. Cost $182.24 Unrealized +5.2%
FLTR VANECK VECTORS ETF TRUST INVT GRADE FLTG ETF 0.1%
Value ($000) $200 Shares 7,996 Est. Cost $24.96 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $183 Shares 30,165 Est. Cost $6.08 Unrealized -30.9%
AGNC AGNC INVESTMENT CORP COM 0.0%
Value ($000) $150 Shares 11,655 Est. Cost $12.76 Unrealized
VLY VALLEY NATIONAL BANCORP COM 0.0%
Value ($000) $125 Shares 16,081 Est. Cost $10.14 Unrealized -24.3%
DBO INVESCO DB MULTI-SECTOR COMM T OIL FD ETF 0.0%
Value ($000) $83 Shares 12,000 Est. Cost $6.08 Unrealized
MCEWEN MINING INC COM 0.0%
Value ($000) $35 Shares 35,560 Est. Cost $0.65 Unrealized