AlphaStar Capital Management, LLC Diversified Active

CIK: 0001633857 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 3, 2021

Total Value ($000): $643,867 (100.0% shares, 0.0% debt)

Holdings (219)

SPYM SPDR Portfolio S&P 500 ETF 10.9%
Value ($000) $70,151 Shares 1,505,071 Est. Cost $42.80 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US ETF 7.7%
Value ($000) $49,799 Shares 1,408,348 Est. Cost $29.57 Unrealized
SPYG SPDR S&P 500 Growth 4.6%
Value ($000) $29,508 Shares 523,191 Est. Cost $50.02 Unrealized
XLI Industrial Select Sector SPDR ETF 3.9%
Value ($000) $25,276 Shares 256,741 Est. Cost $98.45 Unrealized
XLC Communication Services Sel Sect SPDRETF 3.7%
Value ($000) $24,024 Shares 327,661 Est. Cost $63.75 Unrealized
SPAB SPDR Portfolio Aggregate Bond ETF 3.1%
Value ($000) $20,022 Shares 675,269 Est. Cost $29.95 Unrealized
SPEM SPDR S&P Emerging Markets ETF 2.9%
Value ($000) $18,658 Shares 426,176 Est. Cost $37.02 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.8%
Value ($000) $18,114 Shares 395,854 Est. Cost $37.55 Unrealized
BNDX Vanguard Total International Bond ETF 1.8%
Value ($000) $11,652 Shares 203,995 Est. Cost $57.28 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 1.8%
Value ($000) $11,539 Shares 304,449 Est. Cost $31.15 Unrealized
SCHO Schwab Short-Term US Treasury ETF 1.7%
Value ($000) $10,656 Shares 207,673 Est. Cost $51.50 Unrealized
SCHP Schwab US TIPS ETF 1.6%
Value ($000) $10,345 Shares 169,152 Est. Cost $60.84 Unrealized
VTV Vanguard Value ETF 1.4%
Value ($000) $9,284 Shares 70,620 Est. Cost $119.74 Unrealized
SPTL SPDR Portfolio Long Term Treasury ETF 1.3%
Value ($000) $8,555 Shares 219,470 Est. Cost $42.62 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 1.2%
Value ($000) $7,625 Shares 23,047 Est. Cost $307.07 Unrealized
LDUR PIMCO Enhanced Low Duration Active ETF 1.2%
Value ($000) $7,453 Shares 73,095 Est. Cost $100.86 Unrealized
VEA Vanguard FTSE Developed Markets ETF 1.1%
Value ($000) $6,962 Shares 141,762 Est. Cost $46.61 Unrealized
VUG Vanguard Growth ETF 1.1%
Value ($000) $6,907 Shares 26,870 Est. Cost $196.67 Unrealized
SCHG Schwab US Large-Cap Growth ETF 1.0%
Value ($000) $6,746 Shares 51,981 Est. Cost $80.17 Unrealized
VOO Vanguard 500 ETF 0.9%
Value ($000) $6,024 Shares 16,535 Est. Cost $294.00 Unrealized
HYZD WisdomTree Interest Rt Hdg Hi Yld Bd ETF 0.9%
Value ($000) $5,792 Shares 261,827 Est. Cost $23.40 Unrealized
INKM SPDR SSgA Income Allocation ETF 0.9%
Value ($000) $5,759 Shares 166,390 Est. Cost $28.43 Unrealized
DE Deere & Co 0.8%
Value ($000) $5,128 Shares 13,672 Est. Cost $119.64 Unrealized +157.0%
EPAM EPAM Systems Inc 0.8%
Value ($000) $5,128 Shares 12,927 Est. Cost $242.03 Unrealized +51.2%
CGNX Cognex Corp 0.8%
Value ($000) $5,096 Shares 61,402 Est. Cost $65.93 Unrealized +22.5%
BSV Vanguard Short-Term Bond ETF 0.8%
Value ($000) $5,046 Shares 61,391 Est. Cost $81.21 Unrealized
PYPL PayPal Holdings Inc 0.8%
Value ($000) $4,984 Shares 20,525 Est. Cost $251.93 Unrealized 0.0%
AMD Advanced Micro Devices Inc 0.8%
Value ($000) $4,902 Shares 62,449 Est. Cost $86.23 Unrealized -0.1%
QQQ Invesco QQQ Trust 0.8%
Value ($000) $4,835 Shares 15,131 Est. Cost $283.83 Unrealized
TECH Bio- Techne Corp 0.7%
Value ($000) $4,780 Shares 12,515 Est. Cost $89.39 Unrealized 0.0%
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.7%
Value ($000) $4,676 Shares 110,621 Est. Cost $34.50 Unrealized
ENTG Entegris Inc 0.7%
Value ($000) $4,615 Shares 41,279 Est. Cost $101.00 Unrealized 0.0%
IDXX IDEXX Laboratories Inc 0.7%
Value ($000) $4,593 Shares 9,387 Est. Cost $456.44 Unrealized +9.8%
NVDA NVIDIA Corp 0.7%
Value ($000) $4,559 Shares 8,539 Est. Cost $10.10 Unrealized +32.7%
AAPL Apple Inc 0.7%
Value ($000) $4,502 Shares 36,858 Est. Cost $105.55 Unrealized +18.5%
MPWR Monolithic Power Systems Inc 0.7%
Value ($000) $4,249 Shares 12,009 Est. Cost $267.18 Unrealized +31.5%
AGG iShares Core US Aggregate Bond 0.6%
Value ($000) $4,181 Shares 36,729 Est. Cost $112.24 Unrealized
LFUS Littelfuse Inc 0.6%
Value ($000) $4,079 Shares 15,426 Est. Cost $266.24 Unrealized 0.0%
FIXD First Trust TCWOpportunistic Fxd Inc ETF 0.6%
Value ($000) $4,018 Shares 76,058 Est. Cost $54.66 Unrealized
ROL Rollins Inc 0.6%
Value ($000) $3,948 Shares 114,697 Est. Cost $34.34 Unrealized -1.9%
USMV iShares Edge MSCI Min Vol USA 0.6%
Value ($000) $3,923 Shares 56,697 Est. Cost $60.32 Unrealized
Amedisys Inc 0.6%
Value ($000) $3,861 Shares 14,583 Est. Cost $264.76 Unrealized
VEEV Veeva Systems Inc 0.6%
Value ($000) $3,836 Shares 14,684 Est. Cost $176.37 Unrealized +58.0%
XLG Invesco S&P 500 Top 50 ETF 0.6%
Value ($000) $3,831 Shares 12,919 Est. Cost $267.30 Unrealized
XLU Utilities Select Sector SPDR ETF 0.6%
Value ($000) $3,669 Shares 57,286 Est. Cost $64.05 Unrealized
Invesco BulletShares 2021 HY Corp Bd ETF 0.5%
Value ($000) $3,368 Shares 146,032 Est. Cost $24.11 Unrealized
LULU Lululemon Athletica Inc 0.5%
Value ($000) $3,361 Shares 10,958 Est. Cost $240.96 Unrealized +36.2%
PGHY Invesco Global Short Term Hi Yld Bd ETF 0.5%
Value ($000) $3,332 Shares 150,754 Est. Cost $23.10 Unrealized
FVD First Trust Value Line Dividend ETF 0.5%
Value ($000) $3,269 Shares 86,072 Est. Cost $30.18 Unrealized
XMHQ Invesco S&P MidCap Quality ETF 0.5%
Value ($000) $3,137 Shares 41,206 Est. Cost $70.48 Unrealized
HYLB Xtrackers USD High Yield Corp Bd ETF 0.5%
Value ($000) $3,096 Shares 61,936 Est. Cost $48.58 Unrealized
BOND PIMCO Active Bond ETF 0.5%
Value ($000) $3,051 Shares 27,870 Est. Cost $109.75 Unrealized
BLES Inspire Global Hope ETF 0.5%
Value ($000) $3,028 Shares 83,170 Est. Cost $28.28 Unrealized
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.5%
Value ($000) $3,023 Shares 32,500 Est. Cost $93.91 Unrealized
T AT&T Inc 0.5%
Value ($000) $3,006 Shares 99,297 Est. Cost $16.28 Unrealized -0.8%
VMBS Vanguard Mortgage-Backed Secs ETF 0.5%
Value ($000) $2,956 Shares 55,378 Est. Cost $59.18 Unrealized
PSK SPDR Wells Fargo Preferred Stock ETF 0.5%
Value ($000) $2,950 Shares 67,919 Est. Cost $43.04 Unrealized
BLV Vanguard Long-Term Bond ETF 0.4%
Value ($000) $2,893 Shares 29,474 Est. Cost $101.74 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.4%
Value ($000) $2,870 Shares 32,349 Est. Cost $88.47 Unrealized
HAWX iShares Currency Hdgd MSCI ACWI exUS ETF 0.4%
Value ($000) $2,487 Shares 78,589 Est. Cost $27.02 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.4%
Value ($000) $2,402 Shares 46,155 Est. Cost $48.04 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.4%
Value ($000) $2,401 Shares 10,591 Est. Cost $231.47 Unrealized
Invesco BulletShares 2022 HY Corp Bd ETF 0.4%
Value ($000) $2,364 Shares 101,244 Est. Cost $24.12 Unrealized
XMMO Invesco S&P MidCap Momentum ETF 0.4%
Value ($000) $2,337 Shares 27,886 Est. Cost $70.63 Unrealized
ISMD Inspire Small/Mid Cap Impact ETF 0.3%
Value ($000) $2,247 Shares 62,953 Est. Cost $26.27 Unrealized
JPIB JPMorgan International Bond Opps ETF 0.3%
Value ($000) $2,200 Shares 42,887 Est. Cost $50.71 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.3%
Value ($000) $2,118 Shares 7,712 Est. Cost $228.01 Unrealized
MSFT Microsoft Corp 0.3%
Value ($000) $2,048 Shares 8,687 Est. Cost $174.79 Unrealized +27.5%
BND Vanguard Total Bond Market ETF 0.3%
Value ($000) $1,898 Shares 22,404 Est. Cost $87.53 Unrealized
Invesco BulletShares 2023 HY Corp Bd ETF 0.3%
Value ($000) $1,875 Shares 74,106 Est. Cost $25.47 Unrealized
VB Vanguard Small-Cap ETF 0.3%
Value ($000) $1,870 Shares 8,734 Est. Cost $200.13 Unrealized
SCHB Schwab US Broad Market ETF 0.3%
Value ($000) $1,862 Shares 19,250 Est. Cost $64.89 Unrealized
CWB SPDR Blmbg Barclays Convert Secs ETF 0.3%
Value ($000) $1,771 Shares 21,244 Est. Cost $27.01 Unrealized
VZ Verizon Communications Inc 0.3%
Value ($000) $1,757 Shares 30,215 Est. Cost $40.85 Unrealized +3.4%
SPLV Invesco S&P 500 Low Volatility ETF 0.3%
Value ($000) $1,658 Shares 28,505 Est. Cost $48.36 Unrealized
PGX Invesco Preferred ETF 0.2%
Value ($000) $1,575 Shares 105,007 Est. Cost $14.53 Unrealized
Invesco BulletShares 2023 Corp Bd ETF 0.2%
Value ($000) $1,567 Shares 71,968 Est. Cost $21.28 Unrealized
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.2%
Value ($000) $1,562 Shares 31,837 Est. Cost $35.26 Unrealized
IVV iShares Core S&P 500 0.2%
Value ($000) $1,528 Shares 3,841 Est. Cost $288.76 Unrealized
VGT Vanguard Information Technology ETF 0.2%
Value ($000) $1,504 Shares 4,196 Est. Cost $332.25 Unrealized
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF 0.2%
Value ($000) $1,497 Shares 59,915 Est. Cost $24.72 Unrealized
RSPT Invesco S&P 500 Equal Weight Tech ETF 0.2%
Value ($000) $1,466 Shares 5,433 Est. Cost $164.79 Unrealized
Invesco BulletShares 2022 Corp Bd ETF 0.2%
Value ($000) $1,443 Shares 66,697 Est. Cost $21.38 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.2%
Value ($000) $1,411 Shares 10,846 Est. Cost $132.32 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $1,410 Shares 13,026 Est. Cost $73.77 Unrealized +20.5%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $1,408 Shares 9,573 Est. Cost $143.58 Unrealized
Invesco BulletShares 2024 Corp Bd ETF 0.2%
Value ($000) $1,383 Shares 62,364 Est. Cost $21.39 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $1,373 Shares 8,354 Est. Cost $122.80 Unrealized +14.6%
Invesco BulletShares 2021 Corp Bd ETF 0.2%
Value ($000) $1,369 Shares 64,808 Est. Cost $21.22 Unrealized
CLX Clorox Co 0.2%
Value ($000) $1,349 Shares 6,994 Est. Cost $168.82 Unrealized -2.2%
BSJP Invesco BulletShares 2025 HY Corp Bd ETF 0.2%
Value ($000) $1,340 Shares 54,574 Est. Cost $22.58 Unrealized
INCE Franklin Liberty US Low Volatility ETF 0.2%
Value ($000) $1,254 Shares 28,655 Est. Cost $33.11 Unrealized
FLCO Franklin Liberty Investment Grd Corp ETF 0.2%
Value ($000) $1,236 Shares 48,333 Est. Cost $25.56 Unrealized
NEM Newmont Mining Corp 0.2%
Value ($000) $1,165 Shares 19,325 Est. Cost $51.71 Unrealized -0.9%
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $1,163 Shares 8,758 Est. Cost $103.40 Unrealized
IBD Inspire Corporate Bond Impact ETF 0.2%
Value ($000) $1,154 Shares 44,559 Est. Cost $25.42 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,121 Shares 21,675 Est. Cost $37.27 Unrealized +9.0%
MMM 3M Co 0.2%
Value ($000) $1,072 Shares 5,562 Est. Cost $122.71 Unrealized +1.9%
SPTS SPDR Portfolio Short Term Treasury ETF 0.2%
Value ($000) $1,071 Shares 34,918 Est. Cost $30.70 Unrealized
DLR Digital Realty Trust Inc 0.2%
Value ($000) $1,063 Shares 7,550 Est. Cost $107.75 Unrealized +8.1%
BA Boeing Co 0.2%
Value ($000) $1,052 Shares 4,131 Est. Cost $190.10 Unrealized +16.9%
DG Dollar General Corp 0.2%
Value ($000) $994 Shares 4,906 Est. Cost $184.45 Unrealized 0.0%
LOW Lowe's Companies Inc 0.2%
Value ($000) $977 Shares 5,138 Est. Cost $111.97 Unrealized +40.2%
EMR Emerson Electric Co 0.1%
Value ($000) $952 Shares 10,547 Est. Cost $66.82 Unrealized +16.5%
BIBL Inspire 100 ETF 0.1%
Value ($000) $952 Shares 24,344 Est. Cost $28.86 Unrealized
EMN Eastman Chemical Co 0.1%
Value ($000) $942 Shares 8,501 Est. Cost $78.96 Unrealized +15.6%
MO Altria Group Inc 0.1%
Value ($000) $918 Shares 17,645 Est. Cost $29.10 Unrealized +4.5%
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $917 Shares 41,385 Est. Cost $21.66 Unrealized
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $905 Shares 12,407 Est. Cost $55.92 Unrealized
IYF Ishares U S Financials Etf 0.1%
Value ($000) $904 Shares 12,072 Est. Cost $90.44 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $880 Shares 8,394 Est. Cost $68.22 Unrealized +16.6%
RSPU Invesco S&P 500 Equal Weight Utilts ETF 0.1%
Value ($000) $858 Shares 8,290 Est. Cost $98.21 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $858 Shares 4,051 Est. Cost $163.34 Unrealized +24.4%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $857 Shares 3,849 Est. Cost $181.40 Unrealized +2.0%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $830 Shares 3,751 Est. Cost $150.36 Unrealized
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $827 Shares 5,491 Est. Cost $139.58 Unrealized
AMZN Amazon.com Inc 0.1%
Value ($000) $823 Shares 266 Est. Cost $124.99 Unrealized +26.8%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $793 Shares 5,658 Est. Cost $110.86 Unrealized 0.0%
UNP Union Pacific Corp 0.1%
Value ($000) $779 Shares 3,535 Est. Cost $129.75 Unrealized +45.0%
UVV Universal Corp 0.1%
Value ($000) $778 Shares 13,197 Est. Cost $44.02 Unrealized +19.2%
EBAY eBay Inc 0.1%
Value ($000) $776 Shares 12,676 Est. Cost $53.20 Unrealized 0.0%
SHYG iShares 0-5 Year High Yield Corp Bd ETF 0.1%
Value ($000) $774 Shares 16,903 Est. Cost $46.69 Unrealized
GOOGL Alphabet Inc A 0.1%
Value ($000) $771 Shares 374 Est. Cost $70.41 Unrealized +39.1%
MRSH Marsh & Mclennan Companies Inc 0.1%
Value ($000) $755 Shares 6,200 Est. Cost $107.02 Unrealized 0.0%
EMQQ EMQQ Emerging Markets Intrnt & Ecmrc ETF 0.1%
Value ($000) $748 Shares 11,700 Est. Cost $55.13 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $745 Shares 3,942 Est. Cost $87.43 Unrealized +73.1%
META Facebook Inc A 0.1%
Value ($000) $742 Shares 2,518 Est. Cost $201.07 Unrealized +33.0%
C Citigroup Inc 0.1%
Value ($000) $736 Shares 10,112 Est. Cost $56.18 Unrealized 0.0%
AMGN Amgen Inc 0.1%
Value ($000) $725 Shares 2,912 Est. Cost $155.34 Unrealized +31.8%
MRK Merck & Co Inc 0.1%
Value ($000) $711 Shares 9,149 Est. Cost $64.34 Unrealized -2.0%
EXAS Exact Sciences Corp 0.1%
Value ($000) $706 Shares 5,361 Est. Cost $131.39 Unrealized +4.2%
HYG iShares iBoxx $ High Yield Corporate Bd 0.1%
Value ($000) $692 Shares 7,939 Est. Cost $87.16 Unrealized
General Electric Co 0.1%
Value ($000) $687 Shares 52,288 Est. Cost $14.72 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.1%
Value ($000) $674 Shares 8,173 Est. Cost $83.05 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $664 Shares 4,803 Est. Cost $69.68 Unrealized +70.7%
SRLN SPDR Blackstone / GSO Senior Loan ETF 0.1%
Value ($000) $662 Shares 14,467 Est. Cost $44.78 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $636 Shares 12,645 Est. Cost $13.33 Unrealized +59.7%
D Dominion Resources Inc 0.1%
Value ($000) $636 Shares 8,377 Est. Cost $58.48 Unrealized 0.0%
ORCL Oracle Corp 0.1%
Value ($000) $617 Shares 8,800 Est. Cost $60.61 Unrealized 0.0%
DIS Walt Disney Co 0.1%
Value ($000) $606 Shares 3,283 Est. Cost $114.17 Unrealized +57.8%
PG Procter & Gamble Co 0.1%
Value ($000) $592 Shares 4,374 Est. Cost $110.48 Unrealized +4.7%
SPHY SPDR Portfolio High Yield Bond ETF 0.1%
Value ($000) $586 Shares 22,068 Est. Cost $25.68 Unrealized
ZS Zscaler Inc 0.1%
Value ($000) $585 Shares 3,405 Est. Cost $198.66 Unrealized 0.0%
CTSH Cognizant Technology Solutions Corp A 0.1%
Value ($000) $570 Shares 7,300 Est. Cost $71.61 Unrealized 0.0%
WSO Watsco Inc 0.1%
Value ($000) $558 Shares 2,141 Est. Cost $172.46 Unrealized +43.0%
KR The Kroger Co 0.1%
Value ($000) $553 Shares 15,378 Est. Cost $30.80 Unrealized 0.0%
TGT Target Corp 0.1%
Value ($000) $543 Shares 2,744 Est. Cost $144.87 Unrealized +12.7%
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $537 Shares 4,945 Est. Cost $77.97 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $535 Shares 1,448 Est. Cost $273.71 Unrealized +9.6%
NFLX Netflix Inc 0.1%
Value ($000) $528 Shares 1,013 Est. Cost $38.81 Unrealized +36.7%
IBM International Business Machines Corp 0.1%
Value ($000) $526 Shares 3,950 Est. Cost $97.05 Unrealized +1.1%
CL Colgate-Palmolive Co 0.1%
Value ($000) $523 Shares 6,632 Est. Cost $62.97 Unrealized +11.1%
GILD Gilead Sciences Inc 0.1%
Value ($000) $507 Shares 7,843 Est. Cost $53.36 Unrealized 0.0%
ANGL VanEck Vectors Fallen Angel HiYld Bd ETF 0.1%
Value ($000) $506 Shares 15,847 Est. Cost $30.45 Unrealized
PFF iShares Preferred&Income Securities ETF 0.1%
Value ($000) $505 Shares 13,156 Est. Cost $34.38 Unrealized
QCOM QUALCOMM Inc 0.1%
Value ($000) $501 Shares 3,781 Est. Cost $129.71 Unrealized 0.0%
USIG iShares US Credit Bond 0.1%
Value ($000) $483 Shares 8,185 Est. Cost $60.64 Unrealized
CUBE CubeSmart 0.1%
Value ($000) $473 Shares 12,380 Est. Cost $28.99 Unrealized
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $472 Shares 1,812 Est. Cost $197.08 Unrealized
FTSL First Trust Senior Loan ETF 0.1%
Value ($000) $471 Shares 9,833 Est. Cost $46.60 Unrealized
CAG Conagra Brands Inc 0.1%
Value ($000) $460 Shares 12,223 Est. Cost $28.39 Unrealized 0.0%
HRL Hormel Foods Corp 0.1%
Value ($000) $455 Shares 9,519 Est. Cost $41.96 Unrealized -2.3%
HNDL Strategy Shares Nasdaq 7 Handl ETF 0.1%
Value ($000) $450 Shares 18,184 Est. Cost $25.00 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $447 Shares 1,724 Est. Cost $221.90 Unrealized 0.0%
GOOG Alphabet Inc C 0.1%
Value ($000) $432 Shares 209 Est. Cost $68.77 Unrealized +43.2%
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $426 Shares 1,669 Est. Cost $199.40 Unrealized +21.8%
SON Sonoco Products Co 0.1%
Value ($000) $424 Shares 6,698 Est. Cost $40.26 Unrealized +26.7%
CAT Caterpillar Inc 0.1%
Value ($000) $416 Shares 1,795 Est. Cost $105.54 Unrealized +79.2%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $410 Shares 1,031 Est. Cost $275.33 Unrealized
BHP Bhp Billiton Ltd 0.1%
Value ($000) $409 Shares 5,900 Est. Cost $69.32 Unrealized
ARKW ARK Next Generation Internet ETF 0.1%
Value ($000) $399 Shares 2,709 Est. Cost $121.67 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $397 Shares 595 Est. Cost $170.65 Unrealized +47.1%
DOW Dow Inc 0.1%
Value ($000) $397 Shares 6,208 Est. Cost $45.81 Unrealized 0.0%
RSPS Invesco S&P 500 Eql Wt Cnsm Stapl ETF 0.1%
Value ($000) $393 Shares 2,487 Est. Cost $124.97 Unrealized
SPLB SPDR Portfolio Long Term Corp Bd ETF 0.1%
Value ($000) $391 Shares 12,965 Est. Cost $31.19 Unrealized
XLB Materials Select Sector SPDR ETF 0.1%
Value ($000) $390 Shares 4,950 Est. Cost $75.34 Unrealized
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $386 Shares 1 Est. Cost $310901.97 Unrealized +17.9%
PLUG Plug Power Inc 0.1%
Value ($000) $381 Shares 10,629 Est. Cost $51.55 Unrealized 0.0%
DHR Danaher Corp 0.1%
Value ($000) $376 Shares 1,670 Est. Cost $124.81 Unrealized +59.2%
HD The Home Depot Inc 0.1%
Value ($000) $374 Shares 1,226 Est. Cost $212.18 Unrealized +15.2%
F Ford Motor Co 0.1%
Value ($000) $368 Shares 30,067 Est. Cost $6.61 Unrealized +31.2%
PEP PepsiCo Inc 0.1%
Value ($000) $363 Shares 2,563 Est. Cost $99.60 Unrealized +18.4%
XOM Exxon Mobil Corp 0.1%
Value ($000) $347 Shares 6,207 Est. Cost $33.15 Unrealized +30.6%
XLF Financial Select Sector SPDR ETF 0.1%
Value ($000) $340 Shares 9,982 Est. Cost $28.15 Unrealized
MA Mastercard Inc A 0.1%
Value ($000) $339 Shares 951 Est. Cost $280.30 Unrealized +21.1%
DUK Duke Energy Corp 0.0%
Value ($000) $321 Shares 3,324 Est. Cost $70.90 Unrealized +6.4%
IDEV iShares Core MSCI Intl Dev Mkts ETF 0.0%
Value ($000) $303 Shares 4,694 Est. Cost $56.45 Unrealized
IHI iShares US Medical Devices 0.0%
Value ($000) $302 Shares 915 Est. Cost $315.91 Unrealized
RTX Raytheon Technologies Ord 0.0%
Value ($000) $299 Shares 3,869 Est. Cost $55.43 Unrealized +17.7%
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $294 Shares 2,154 Est. Cost $33.92 Unrealized +27.7%
POWA Invesco Defensive Equity ETF 0.0%
Value ($000) $292 Shares 4,772 Est. Cost $47.17 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 0.0%
Value ($000) $290 Shares 10,511 Est. Cost $21.95 Unrealized +21.2%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $278 Shares 2,168 Est. Cost $93.63 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $276 Shares 13,493 Est. Cost $6.35 Unrealized +46.9%
COP ConocoPhillips 0.0%
Value ($000) $275 Shares 5,186 Est. Cost $32.73 Unrealized +26.5%
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $260 Shares 545 Est. Cost $442.20 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $255 Shares 2,496 Est. Cost $134.62 Unrealized
Innovator S&P Investment Grade Pref ETF 0.0%
Value ($000) $253 Shares 10,399 Est. Cost $24.33 Unrealized
RSPN Invesco S&P 500 Equal Wt Indls ETF 0.0%
Value ($000) $252 Shares 1,417 Est. Cost $140.17 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $251 Shares 1,647 Est. Cost $99.05 Unrealized +28.5%
HON Honeywell International Inc 0.0%
Value ($000) $249 Shares 1,149 Est. Cost $163.73 Unrealized +7.9%
INTC Intel Corp 0.0%
Value ($000) $246 Shares 3,841 Est. Cost $44.80 Unrealized +20.7%
PFE Pfizer Inc 0.0%
Value ($000) $238 Shares 6,582 Est. Cost $26.43 Unrealized +6.1%
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $226 Shares 3,062 Est. Cost $70.87 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $224 Shares 2,660 Est. Cost $84.21 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $224 Shares 1,185 Est. Cost $147.45 Unrealized +6.2%
ADBE Adobe Systems Inc 0.0%
Value ($000) $223 Shares 470 Est. Cost $483.11 Unrealized -3.2%
KMI Kinder Morgan Inc P 0.0%
Value ($000) $222 Shares 13,330 Est. Cost $11.56 Unrealized 0.0%
LLY Eli Lilly and Co 0.0%
Value ($000) $219 Shares 1,174 Est. Cost $144.26 Unrealized +29.0%
Nuveen Dow 30 Dynamic Overwrite 0.0%
Value ($000) $215 Shares 12,996 Est. Cost $16.54 Unrealized
LMP Capital & Income 0.0%
Value ($000) $212 Shares 16,353 Est. Cost $12.96 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $210 Shares 2,282 Est. Cost $87.04 Unrealized 0.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $210 Shares 5,368 Est. Cost $31.62 Unrealized 0.0%
FTNT Fortinet Inc 0.0%
Value ($000) $206 Shares 1,117 Est. Cost $32.72 Unrealized 0.0%
GOAU US Global GO GOLD and Prec Mtl Mnrs ETF 0.0%
Value ($000) $203 Shares 10,900 Est. Cost $22.29 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $201 Shares 1,339 Est. Cost $137.66 Unrealized 0.0%
iShares Gold Trust 0.0%
Value ($000) $190 Shares 11,705 Est. Cost $16.72 Unrealized
UMC United Microelectronics Corp 0.0%
Value ($000) $120 Shares 13,181 Est. Cost $8.87 Unrealized
Naked Brand Group Ltd 0.0%
Value ($000) $36 Shares 50,000 Est. Cost $0.72 Unrealized