AlphaStar Capital Management, LLC Diversified Active

CIK: 0001633857 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 30, 2021

Total Value ($000): $780,417 (100.0% shares, 0.0% debt)

Holdings (258)

SPYM SPDR Portfolio S&P 500 ETF 9.9%
Value ($000) $77,372 Shares 1,537,289 Est. Cost $42.96 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US ETF 6.9%
Value ($000) $53,499 Shares 1,454,184 Est. Cost $29.79 Unrealized
SPYG SPDR S&P 500 Growth 4.6%
Value ($000) $36,029 Shares 572,154 Est. Cost $51.13 Unrealized
XLK Technology Select Sector SPDR ETF 3.8%
Value ($000) $29,426 Shares 199,278 Est. Cost $145.72 Unrealized
XLC Communication Services Sel Sect SPDRETF 3.3%
Value ($000) $25,709 Shares 317,511 Est. Cost $63.75 Unrealized
SPAB SPDR Portfolio Aggregate Bond ETF 3.3%
Value ($000) $25,660 Shares 855,038 Est. Cost $29.96 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.7%
Value ($000) $21,092 Shares 446,771 Est. Cost $38.65 Unrealized
SPEM SPDR S&P Emerging Markets ETF 2.6%
Value ($000) $20,382 Shares 447,963 Est. Cost $37.43 Unrealized
SPY SPDR S&P 500 ETF 1.9%
Value ($000) $15,091 Shares 34,743 Est. Cost $429.64 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 1.8%
Value ($000) $14,039 Shares 355,051 Est. Cost $32.35 Unrealized
VUG Vanguard Growth ETF 1.5%
Value ($000) $11,665 Shares 40,673 Est. Cost $227.26 Unrealized
SCHO Schwab Short-Term US Treasury ETF 1.5%
Value ($000) $11,381 Shares 222,190 Est. Cost $51.48 Unrealized
VCIT Vanguard Intermediate-Term Corp Bd ETF 1.3%
Value ($000) $10,193 Shares 107,219 Est. Cost $94.72 Unrealized
SCHP Schwab US TIPS ETF 1.3%
Value ($000) $10,151 Shares 162,395 Est. Cost $60.84 Unrealized
SPTL SPDR Portfolio Long Term Treasury ETF 1.2%
Value ($000) $9,109 Shares 220,569 Est. Cost $42.62 Unrealized
QQQ Invesco QQQ Trust 1.1%
Value ($000) $8,466 Shares 23,869 Est. Cost $309.77 Unrealized
VEA Vanguard FTSE Developed Markets ETF 1.0%
Value ($000) $8,155 Shares 158,297 Est. Cost $47.12 Unrealized
VTV Vanguard Value ETF 1.0%
Value ($000) $8,133 Shares 59,163 Est. Cost $119.74 Unrealized
LDUR PIMCO Enhanced Low Duration Active ETF 0.9%
Value ($000) $7,230 Shares 71,087 Est. Cost $100.86 Unrealized
BNDX Vanguard Total International Bond ETF 0.9%
Value ($000) $7,114 Shares 124,595 Est. Cost $57.28 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.9%
Value ($000) $6,941 Shares 47,557 Est. Cost $80.17 Unrealized
NVDA NVIDIA Corp 0.9%
Value ($000) $6,897 Shares 8,619 Est. Cost $10.10 Unrealized +58.3%
SSO PROSHARES TR 0.9%
Value ($000) $6,722 Shares 54,764 Est. Cost $122.74 Unrealized
PYPL PayPal Holdings Inc 0.8%
Value ($000) $6,321 Shares 21,687 Est. Cost $252.55 Unrealized +4.3%
AAPL Apple Inc 0.8%
Value ($000) $6,311 Shares 46,081 Est. Cost $109.73 Unrealized +15.2%
IDXX IDEXX Laboratories Inc 0.8%
Value ($000) $6,055 Shares 9,588 Est. Cost $458.45 Unrealized +20.4%
HYZD WisdomTree Interest Rt Hdg Hi Yld Bd ETF 0.8%
Value ($000) $6,003 Shares 269,599 Est. Cost $23.37 Unrealized
INKM SPDR SSgA Income Allocation ETF 0.8%
Value ($000) $5,919 Shares 166,126 Est. Cost $28.43 Unrealized
BSV Vanguard Short-Term Bond ETF 0.7%
Value ($000) $5,802 Shares 70,614 Est. Cost $81.34 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 0.7%
Value ($000) $5,700 Shares 16,493 Est. Cost $307.07 Unrealized
TECH Bio- Techne Corp 0.7%
Value ($000) $5,665 Shares 12,582 Est. Cost $89.39 Unrealized +15.5%
VOO Vanguard 500 ETF 0.7%
Value ($000) $5,659 Shares 14,330 Est. Cost $294.00 Unrealized
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.7%
Value ($000) $5,516 Shares 125,537 Est. Cost $35.62 Unrealized
AMN AMN Healthcare Services Inc 0.7%
Value ($000) $5,479 Shares 56,500 Est. Cost $86.78 Unrealized 0.0%
JCI Johnson Controls International PLC 0.7%
Value ($000) $5,178 Shares 75,152 Est. Cost $58.93 Unrealized 0.0%
ENTG Entegris Inc 0.7%
Value ($000) $5,163 Shares 41,982 Est. Cost $101.20 Unrealized +11.5%
EPAM EPAM Systems Inc 0.7%
Value ($000) $5,096 Shares 9,973 Est. Cost $242.03 Unrealized +93.6%
TT Trane Technologies PLC 0.6%
Value ($000) $4,875 Shares 26,476 Est. Cost $168.00 Unrealized 0.0%
IP International Paper Co 0.6%
Value ($000) $4,867 Shares 79,379 Est. Cost $46.63 Unrealized 0.0%
DE Deere & Co 0.6%
Value ($000) $4,828 Shares 13,655 Est. Cost $119.64 Unrealized +186.5%
VEEV Veeva Systems Inc 0.6%
Value ($000) $4,544 Shares 14,614 Est. Cost $176.37 Unrealized +58.1%
CAT Caterpillar Inc 0.6%
Value ($000) $4,383 Shares 20,140 Est. Cost $202.38 Unrealized +4.7%
GPC Genuine Parts Co 0.5%
Value ($000) $4,274 Shares 33,578 Est. Cost $110.75 Unrealized 0.0%
XLG Invesco S&P 500 Top 50 ETF 0.5%
Value ($000) $4,209 Shares 12,937 Est. Cost $267.30 Unrealized
FIXD First Trust TCWOpportunistic Fxd Inc ETF 0.5%
Value ($000) $4,167 Shares 77,698 Est. Cost $54.64 Unrealized
LFUS Littelfuse Inc 0.5%
Value ($000) $4,073 Shares 15,987 Est. Cost $266.04 Unrealized -2.0%
ROL Rollins Inc 0.5%
Value ($000) $4,054 Shares 118,528 Est. Cost $34.29 Unrealized -4.0%
AGG iShares Core US Aggregate Bond 0.5%
Value ($000) $4,035 Shares 34,988 Est. Cost $112.24 Unrealized
USMV iShares Edge MSCI Min Vol USA 0.5%
Value ($000) $3,767 Shares 51,170 Est. Cost $60.32 Unrealized
Amedisys Inc 0.5%
Value ($000) $3,667 Shares 14,970 Est. Cost $264.25 Unrealized
BLES Inspire Global Hope ETF 0.5%
Value ($000) $3,533 Shares 90,223 Est. Cost $29.13 Unrealized
BLV Vanguard Long-Term Bond ETF 0.4%
Value ($000) $3,462 Shares 33,599 Est. Cost $101.90 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.4%
Value ($000) $3,417 Shares 15,067 Est. Cost $230.08 Unrealized
MSTB ETF SER SOLUTIONS 0.4%
Value ($000) $3,393 Shares 109,570 Est. Cost $30.97 Unrealized
VMBS Vanguard Mortgage-Backed Secs ETF 0.4%
Value ($000) $3,378 Shares 63,290 Est. Cost $58.46 Unrealized
XMHQ Invesco S&P MidCap Quality ETF 0.4%
Value ($000) $3,326 Shares 43,004 Est. Cost $70.77 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.4%
Value ($000) $3,306 Shares 36,748 Est. Cost $88.65 Unrealized
HYLB Xtrackers USD High Yield Corp Bd ETF 0.4%
Value ($000) $3,225 Shares 79,999 Est. Cost $46.71 Unrealized
VGT Vanguard Information Technology ETF 0.4%
Value ($000) $3,207 Shares 8,042 Est. Cost $364.07 Unrealized
PGHY Invesco Global Short Term Hi Yld Bd ETF 0.4%
Value ($000) $3,197 Shares 144,789 Est. Cost $23.10 Unrealized
FVD First Trust Value Line Dividend ETF 0.4%
Value ($000) $3,158 Shares 79,413 Est. Cost $30.18 Unrealized
Invesco BulletShares 2021 HY Corp Bd ETF 0.4%
Value ($000) $3,141 Shares 136,504 Est. Cost $24.11 Unrealized
IVV iShares Core S&P 500 0.4%
Value ($000) $3,110 Shares 7,234 Est. Cost $354.97 Unrealized
SMH VanEck Vectors Semiconductor ETF 0.4%
Value ($000) $2,888 Shares 11,012 Est. Cost $262.26 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.4%
Value ($000) $2,839 Shares 52,267 Est. Cost $48.77 Unrealized
PSK SPDR Wells Fargo Preferred Stock ETF 0.4%
Value ($000) $2,794 Shares 63,179 Est. Cost $43.04 Unrealized
T AT&T Inc 0.4%
Value ($000) $2,758 Shares 95,892 Est. Cost $16.28 Unrealized +4.4%
BOND PIMCO Active Bond ETF 0.4%
Value ($000) $2,751 Shares 24,796 Est. Cost $109.75 Unrealized
MSFT Microsoft Corp 0.3%
Value ($000) $2,662 Shares 9,821 Est. Cost $182.87 Unrealized +33.8%
HAWX iShares Currency Hdgd MSCI ACWI exUS ETF 0.3%
Value ($000) $2,587 Shares 78,425 Est. Cost $27.02 Unrealized
ISMD Inspire Small/Mid Cap Impact ETF 0.3%
Value ($000) $2,536 Shares 68,872 Est. Cost $27.18 Unrealized
XMMO Invesco S&P MidCap Momentum ETF 0.3%
Value ($000) $2,396 Shares 27,978 Est. Cost $70.63 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.3%
Value ($000) $2,318 Shares 8,000 Est. Cost $230.23 Unrealized
Invesco BulletShares 2022 HY Corp Bd ETF 0.3%
Value ($000) $2,243 Shares 96,059 Est. Cost $24.12 Unrealized
VB Vanguard Small-Cap ETF 0.3%
Value ($000) $2,242 Shares 9,951 Est. Cost $203.21 Unrealized
JPIB JPMorgan International Bond Opps ETF 0.3%
Value ($000) $2,217 Shares 43,032 Est. Cost $50.71 Unrealized
IYF Ishares U S Financials Etf 0.3%
Value ($000) $2,188 Shares 26,827 Est. Cost $85.56 Unrealized
BND Vanguard Total Bond Market ETF 0.3%
Value ($000) $2,174 Shares 25,307 Est. Cost $87.35 Unrealized
IYR ISHARES TR 0.3%
Value ($000) $2,038 Shares 19,213 Est. Cost $106.07 Unrealized
SCHB Schwab US Broad Market ETF 0.3%
Value ($000) $1,962 Shares 18,817 Est. Cost $64.89 Unrealized
IYM ISHARES TR 0.3%
Value ($000) $1,953 Shares 15,247 Est. Cost $128.09 Unrealized
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.2%
Value ($000) $1,940 Shares 36,015 Est. Cost $37.42 Unrealized
VZ Verizon Communications Inc 0.2%
Value ($000) $1,851 Shares 33,035 Est. Cost $41.07 Unrealized +5.7%
Invesco BulletShares 2023 HY Corp Bd ETF 0.2%
Value ($000) $1,810 Shares 71,079 Est. Cost $25.47 Unrealized
C Citigroup Inc 0.2%
Value ($000) $1,797 Shares 25,404 Est. Cost $60.11 Unrealized +4.3%
CWB SPDR Blmbg Barclays Convert Secs ETF 0.2%
Value ($000) $1,780 Shares 20,518 Est. Cost $27.01 Unrealized
ARKK ARK Innovation ETF 0.2%
Value ($000) $1,756 Shares 13,424 Est. Cost $130.81 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.2%
Value ($000) $1,727 Shares 28,357 Est. Cost $48.36 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.2%
Value ($000) $1,676 Shares 12,476 Est. Cost $132.58 Unrealized
PGX Invesco Preferred ETF 0.2%
Value ($000) $1,661 Shares 108,422 Est. Cost $14.55 Unrealized
IBD Inspire Corporate Bond Impact ETF 0.2%
Value ($000) $1,642 Shares 62,421 Est. Cost $25.68 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $1,640 Shares 14,558 Est. Cost $75.98 Unrealized +24.7%
AMD Advanced Micro Devices Inc 0.2%
Value ($000) $1,612 Shares 17,163 Est. Cost $86.23 Unrealized -6.3%
Invesco BulletShares 2023 Corp Bd ETF 0.2%
Value ($000) $1,511 Shares 69,521 Est. Cost $21.28 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $1,499 Shares 9,102 Est. Cost $124.62 Unrealized +16.3%
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF 0.2%
Value ($000) $1,470 Shares 58,421 Est. Cost $24.72 Unrealized
KMB Kimberly-Clark Corp 0.2%
Value ($000) $1,463 Shares 10,886 Est. Cost $111.59 Unrealized +0.7%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $1,439 Shares 12,125 Est. Cost $108.32 Unrealized 0.0%
BIBL Inspire 100 ETF 0.2%
Value ($000) $1,433 Shares 33,496 Est. Cost $32.67 Unrealized
Invesco BulletShares 2022 Corp Bd ETF 0.2%
Value ($000) $1,397 Shares 64,719 Est. Cost $21.38 Unrealized
Invesco BulletShares 2024 Corp Bd ETF 0.2%
Value ($000) $1,380 Shares 62,175 Est. Cost $21.39 Unrealized
BA Boeing Co 0.2%
Value ($000) $1,362 Shares 5,726 Est. Cost $204.49 Unrealized +18.2%
INCE Franklin Liberty US Low Volatility ETF 0.2%
Value ($000) $1,342 Shares 28,655 Est. Cost $33.11 Unrealized
Invesco BulletShares 2021 Corp Bd ETF 0.2%
Value ($000) $1,323 Shares 62,720 Est. Cost $21.22 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,295 Shares 24,439 Est. Cost $38.24 Unrealized +19.9%
BSJP Invesco BulletShares 2025 HY Corp Bd ETF 0.2%
Value ($000) $1,285 Shares 51,993 Est. Cost $22.58 Unrealized
NEM Newmont Mining Corp 0.2%
Value ($000) $1,261 Shares 19,895 Est. Cost $51.88 Unrealized +11.6%
MMM 3M Co 0.2%
Value ($000) $1,191 Shares 5,995 Est. Cost $123.99 Unrealized +13.2%
MDY SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $1,130 Shares 2,312 Est. Cost $477.78 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.1%
Value ($000) $1,109 Shares 8,465 Est. Cost $121.44 Unrealized
FLCO Franklin Liberty Investment Grd Corp ETF 0.1%
Value ($000) $1,088 Shares 41,414 Est. Cost $25.56 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $1,080 Shares 40,414 Est. Cost $26.72 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $1,077 Shares 7,636 Est. Cost $41.02 Unrealized +6.8%
CVX Chevron Corp 0.1%
Value ($000) $1,056 Shares 10,081 Est. Cost $71.38 Unrealized +22.0%
LOW Lowe's Companies Inc 0.1%
Value ($000) $1,043 Shares 5,378 Est. Cost $114.98 Unrealized +56.1%
MO Altria Group Inc 0.1%
Value ($000) $1,037 Shares 21,371 Est. Cost $29.95 Unrealized +13.5%
META Facebook Inc A 0.1%
Value ($000) $1,035 Shares 2,977 Est. Cost $219.19 Unrealized +45.3%
GOOGL Alphabet Inc A 0.1%
Value ($000) $1,026 Shares 420 Est. Cost $75.40 Unrealized +53.8%
DG Dollar General Corp 0.1%
Value ($000) $1,024 Shares 4,734 Est. Cost $184.45 Unrealized +6.0%
AMZN Amazon.com Inc 0.1%
Value ($000) $1,023 Shares 297 Est. Cost $129.29 Unrealized +28.5%
HYD VanEck Vectors High Yield Muni ETF 0.1%
Value ($000) $1,003 Shares 15,761 Est. Cost $63.64 Unrealized
RSPT Invesco S&P 500 Equal Weight Tech ETF 0.1%
Value ($000) $996 Shares 3,434 Est. Cost $164.79 Unrealized
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $982 Shares 12,982 Est. Cost $56.79 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $973 Shares 4,161 Est. Cost $164.86 Unrealized +34.0%
EBAY eBay Inc 0.1%
Value ($000) $967 Shares 13,776 Est. Cost $53.56 Unrealized +7.8%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $940 Shares 3,962 Est. Cost $154.99 Unrealized
EMR Emerson Electric Co 0.1%
Value ($000) $938 Shares 9,748 Est. Cost $66.82 Unrealized +28.0%
SPTS SPDR Portfolio Short Term Treasury ETF 0.1%
Value ($000) $928 Shares 30,277 Est. Cost $30.70 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $926 Shares 5,674 Est. Cost $138.58 Unrealized 0.0%
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $925 Shares 41,484 Est. Cost $21.66 Unrealized
SHYG iShares 0-5 Year High Yield Corp Bd ETF 0.1%
Value ($000) $909 Shares 19,730 Est. Cost $46.60 Unrealized
PFF iShares Preferred&Income Securities ETF 0.1%
Value ($000) $897 Shares 22,815 Est. Cost $36.47 Unrealized
EMN Eastman Chemical Co 0.1%
Value ($000) $888 Shares 7,561 Est. Cost $78.96 Unrealized +28.6%
L BRANDS INC 0.1%
Value ($000) $886 Shares 11,700 Est. Cost $75.73 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $886 Shares 8,503 Est. Cost $104.20 Unrealized
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $881 Shares 5,382 Est. Cost $139.58 Unrealized
RSPU Invesco S&P 500 Equal Weight Utilts ETF 0.1%
Value ($000) $863 Shares 8,358 Est. Cost $98.21 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $863 Shares 3,843 Est. Cost $181.40 Unrealized +13.0%
NUE NUCOR CORP 0.1%
Value ($000) $860 Shares 9,259 Est. Cost $87.00 Unrealized 0.0%
IJS ISHARES TR 0.1%
Value ($000) $860 Shares 8,516 Est. Cost $100.99 Unrealized
XOM Exxon Mobil Corp 0.1%
Value ($000) $834 Shares 13,220 Est. Cost $42.11 Unrealized +18.8%
UNP Union Pacific Corp 0.1%
Value ($000) $830 Shares 3,776 Est. Cost $134.26 Unrealized +49.3%
PZA Invesco National AMT-Free Muni Bd ETF 0.1%
Value ($000) $825 Shares 30,263 Est. Cost $27.26 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $823 Shares 10,497 Est. Cost $64.31 Unrealized -0.3%
General Electric Co 0.1%
Value ($000) $822 Shares 61,053 Est. Cost $14.54 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $813 Shares 4,229 Est. Cost $92.64 Unrealized +77.3%
IWM ISHARES TR 0.1%
Value ($000) $810 Shares 3,649 Est. Cost $221.98 Unrealized
UVV Universal Corp 0.1%
Value ($000) $802 Shares 14,082 Est. Cost $44.88 Unrealized +28.6%
HYG iShares iBoxx $ High Yield Corporate Bd 0.1%
Value ($000) $801 Shares 9,095 Est. Cost $87.28 Unrealized
USIG iShares US Credit Bond 0.1%
Value ($000) $799 Shares 13,191 Est. Cost $60.62 Unrealized
TGT Target Corp 0.1%
Value ($000) $789 Shares 3,266 Est. Cost $152.33 Unrealized +25.7%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $786 Shares 22,674 Est. Cost $36.53 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $776 Shares 29,476 Est. Cost $20.25 Unrealized 0.0%
AMGN Amgen Inc 0.1%
Value ($000) $768 Shares 3,153 Est. Cost $159.71 Unrealized +33.1%
ETN Eaton Corp PLC 0.1%
Value ($000) $766 Shares 5,171 Est. Cost $74.25 Unrealized +80.4%
UBER Uber Technologies Inc 0.1%
Value ($000) $755 Shares 15,064 Est. Cost $52.23 Unrealized 0.0%
MARATHON OIL CORP 0.1%
Value ($000) $737 Shares 62,057 Est. Cost $11.88 Unrealized
SRLN SPDR Blackstone / GSO Senior Loan ETF 0.1%
Value ($000) $735 Shares 15,878 Est. Cost $44.91 Unrealized
EMQQ EMQQ Emerging Markets Intrnt & Ecmrc ETF 0.1%
Value ($000) $731 Shares 11,547 Est. Cost $55.13 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $712 Shares 8,979 Est. Cost $67.28 Unrealized 0.0%
DIS Walt Disney Co 0.1%
Value ($000) $705 Shares 4,008 Est. Cost $125.30 Unrealized +40.2%
IDEV iShares Core MSCI Intl Dev Mkts ETF 0.1%
Value ($000) $703 Shares 10,424 Est. Cost $62.49 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $701 Shares 13,483 Est. Cost $13.95 Unrealized +67.0%
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $677 Shares 2,518 Est. Cost $217.21 Unrealized
D Dominion Resources Inc 0.1%
Value ($000) $672 Shares 9,135 Est. Cost $58.83 Unrealized +6.5%
GILD Gilead Sciences Inc 0.1%
Value ($000) $667 Shares 9,686 Est. Cost $53.83 Unrealized +3.8%
EXAS Exact Sciences Corp 0.1%
Value ($000) $666 Shares 5,361 Est. Cost $131.39 Unrealized -9.2%
NFLX Netflix Inc 0.1%
Value ($000) $661 Shares 1,251 Est. Cost $41.15 Unrealized +24.2%
IBM International Business Machines Corp 0.1%
Value ($000) $657 Shares 4,491 Est. Cost $99.02 Unrealized +14.6%
WSO Watsco Inc 0.1%
Value ($000) $656 Shares 2,290 Est. Cost $179.87 Unrealized +59.2%
KR The Kroger Co 0.1%
Value ($000) $654 Shares 17,058 Est. Cost $31.13 Unrealized +9.6%
GM General Motors Co 0.1%
Value ($000) $653 Shares 11,029 Est. Cost $56.71 Unrealized 0.0%
CUBE CubeSmart 0.1%
Value ($000) $620 Shares 13,280 Est. Cost $30.19 Unrealized
QCOM QUALCOMM Inc 0.1%
Value ($000) $614 Shares 4,298 Est. Cost $128.80 Unrealized -5.2%
SPHY SPDR Portfolio High Yield Bond ETF 0.1%
Value ($000) $602 Shares 22,377 Est. Cost $25.69 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $596 Shares 1,576 Est. Cost $278.98 Unrealized +21.3%
PG Procter & Gamble Co 0.1%
Value ($000) $592 Shares 4,388 Est. Cost $110.48 Unrealized +9.3%
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $592 Shares 5,238 Est. Cost $79.93 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $575 Shares 7,071 Est. Cost $63.62 Unrealized +15.4%
FTCS First Trust Capital Strength ETF 0.1%
Value ($000) $562 Shares 7,444 Est. Cost $75.50 Unrealized
ANGL VanEck Vectors Fallen Angel HiYld Bd ETF 0.1%
Value ($000) $546 Shares 16,607 Est. Cost $30.56 Unrealized
HNDL Strategy Shares Nasdaq 7 Handl ETF 0.1%
Value ($000) $539 Shares 21,036 Est. Cost $25.09 Unrealized
FSK FS KKR Capital Corp 0.1%
Value ($000) $535 Shares 24,533 Est. Cost $8.46 Unrealized +30.6%
GOOG Alphabet Inc C 0.1%
Value ($000) $526 Shares 210 Est. Cost $68.77 Unrealized +72.0%
DLR Digital Realty Trust Inc 0.1%
Value ($000) $508 Shares 3,374 Est. Cost $107.75 Unrealized +19.2%
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $495 Shares 1,781 Est. Cost $204.44 Unrealized +36.7%
NCLH Norwegian Cruise Line Holdings Ltd 0.1%
Value ($000) $495 Shares 16,836 Est. Cost $25.03 Unrealized +20.4%
PFE Pfizer Inc 0.1%
Value ($000) $493 Shares 12,339 Est. Cost $28.56 Unrealized +8.5%
IHI iShares US Medical Devices 0.1%
Value ($000) $490 Shares 1,358 Est. Cost $330.56 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $489 Shares 10,740 Est. Cost $35.80 Unrealized +11.7%
PEP PepsiCo Inc 0.1%
Value ($000) $484 Shares 3,268 Est. Cost $105.33 Unrealized +19.8%
VCSH Vanguard Short-Term Corporate Bond ETF 0.1%
Value ($000) $482 Shares 5,827 Est. Cost $83.05 Unrealized
SON Sonoco Products Co 0.1%
Value ($000) $481 Shares 7,193 Est. Cost $41.34 Unrealized +35.4%
BHP Bhp Billiton Ltd 0.1%
Value ($000) $473 Shares 6,500 Est. Cost $69.64 Unrealized
FTSL First Trust Senior Loan ETF 0.1%
Value ($000) $473 Shares 9,862 Est. Cost $46.60 Unrealized
ARKW ARK Next Generation Internet ETF 0.1%
Value ($000) $462 Shares 2,998 Est. Cost $124.80 Unrealized
DOW Dow Inc 0.1%
Value ($000) $460 Shares 7,275 Est. Cost $46.58 Unrealized +9.6%
LVS Las Vegas Sands Corp 0.1%
Value ($000) $455 Shares 8,639 Est. Cost $55.13 Unrealized 0.0%
CINF Cincinnati Financial Corp 0.1%
Value ($000) $452 Shares 3,859 Est. Cost $102.72 Unrealized 0.0%
F Ford Motor Co 0.1%
Value ($000) $449 Shares 30,232 Est. Cost $6.61 Unrealized +52.5%
DHR Danaher Corp 0.1%
Value ($000) $448 Shares 1,670 Est. Cost $124.81 Unrealized +74.0%
CAG Conagra Brands Inc 0.1%
Value ($000) $447 Shares 12,274 Est. Cost $28.39 Unrealized +6.6%
UPBD Rent-A-Center Inc 0.1%
Value ($000) $432 Shares 8,094 Est. Cost $58.07 Unrealized 0.0%
RSPN Invesco S&P 500 Equal Wt Indls ETF 0.1%
Value ($000) $425 Shares 2,277 Est. Cost $157.72 Unrealized
HD The Home Depot Inc 0.1%
Value ($000) $424 Shares 1,331 Est. Cost $217.84 Unrealized +30.3%
CMI Cummins Inc 0.1%
Value ($000) $422 Shares 1,733 Est. Cost $221.90 Unrealized +2.9%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $419 Shares 1 Est. Cost $310901.97 Unrealized +35.2%
TSLA Tesla Motors Inc 0.1%
Value ($000) $416 Shares 612 Est. Cost $171.94 Unrealized +26.3%
ADBE Adobe Systems Inc 0.1%
Value ($000) $412 Shares 701 Est. Cost $493.77 Unrealized +4.4%
RSPS Invesco S&P 500 Eql Wt Cnsm Stapl ETF 0.1%
Value ($000) $394 Shares 2,443 Est. Cost $124.97 Unrealized
RTX Raytheon Technologies Ord 0.0%
Value ($000) $390 Shares 4,568 Est. Cost $58.54 Unrealized +29.3%
SPLB SPDR Portfolio Long Term Corp Bd ETF 0.0%
Value ($000) $387 Shares 12,167 Est. Cost $31.19 Unrealized
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $383 Shares 10,443 Est. Cost $28.53 Unrealized
MA Mastercard Inc A 0.0%
Value ($000) $375 Shares 1,025 Est. Cost $286.22 Unrealized +26.6%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $348 Shares 2,240 Est. Cost $109.82 Unrealized +27.2%
AFL AFLAC INC 0.0%
Value ($000) $347 Shares 6,442 Est. Cost $49.03 Unrealized 0.0%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $337 Shares 7,591 Est. Cost $44.39 Unrealized
HON Honeywell International Inc 0.0%
Value ($000) $329 Shares 1,502 Est. Cost $170.41 Unrealized +12.8%
FTNT Fortinet Inc 0.0%
Value ($000) $328 Shares 1,375 Est. Cost $34.59 Unrealized +23.4%
COP ConocoPhillips 0.0%
Value ($000) $323 Shares 5,296 Est. Cost $33.03 Unrealized +42.9%
POWA Invesco Defensive Equity ETF 0.0%
Value ($000) $315 Shares 4,772 Est. Cost $47.17 Unrealized
DOCU Docusign INC 0.0%
Value ($000) $309 Shares 1,105 Est. Cost $223.60 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $306 Shares 5,456 Est. Cost $47.40 Unrealized +13.0%
DUK Duke Energy Corp 0.0%
Value ($000) $305 Shares 3,091 Est. Cost $70.90 Unrealized +18.3%
LLY Eli Lilly and Co 0.0%
Value ($000) $304 Shares 1,326 Est. Cost $149.72 Unrealized +28.2%
GNRC Generac Holdings Inc 0.0%
Value ($000) $301 Shares 726 Est. Cost $335.49 Unrealized 0.0%
Innovator S&P Investment Grade Pref ETF 0.0%
Value ($000) $299 Shares 12,155 Est. Cost $24.37 Unrealized
MCD McDonald's Corp 0.0%
Value ($000) $298 Shares 1,288 Est. Cost $209.30 Unrealized 0.0%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $290 Shares 2,566 Est. Cost $134.03 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $288 Shares 4,476 Est. Cost $54.50 Unrealized 0.0%
IAU iShares Gold Trust 0.0%
Value ($000) $272 Shares 8,080 Est. Cost $33.66 Unrealized
CDC VictoryShares US EQ Inc Enh Vol Wtd ETF 0.0%
Value ($000) $267 Shares 4,140 Est. Cost $64.49 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $267 Shares 12,602 Est. Cost $22.62 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $265 Shares 1,328 Est. Cost $150.56 Unrealized +17.1%
KO Coca-Cola Co 0.0%
Value ($000) $248 Shares 4,555 Est. Cost $47.27 Unrealized 0.0%
SBAC SBA Communications Corp 0.0%
Value ($000) $246 Shares 773 Est. Cost $280.45 Unrealized 0.0%
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $243 Shares 3,065 Est. Cost $70.87 Unrealized
LMP Capital & Income 0.0%
Value ($000) $240 Shares 16,353 Est. Cost $12.96 Unrealized
WPC W.P. Carey Inc 0.0%
Value ($000) $235 Shares 3,106 Est. Cost $75.66 Unrealized
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $234 Shares 4,397 Est. Cost $53.22 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $231 Shares 2,282 Est. Cost $87.04 Unrealized +13.9%
Nuveen Dow 30 Dynamic Overwrite 0.0%
Value ($000) $225 Shares 12,996 Est. Cost $16.54 Unrealized
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $224 Shares 1,578 Est. Cost $133.35 Unrealized 0.0%
JD JD.com Inc ADR 0.0%
Value ($000) $223 Shares 2,794 Est. Cost $84.00 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $223 Shares 1,449 Est. Cost $137.99 Unrealized +2.9%
PWR Quanta Services Inc 0.0%
Value ($000) $223 Shares 2,457 Est. Cost $93.14 Unrealized 0.0%
Atlassian Corporation PLC 0.0%
Value ($000) $218 Shares 848 Est. Cost $257.08 Unrealized
WST West Pharmaceutical Services Inc 0.0%
Value ($000) $217 Shares 605 Est. Cost $326.67 Unrealized 0.0%
ZM Zoom video communications-A 0.0%
Value ($000) $215 Shares 555 Est. Cost $333.04 Unrealized 0.0%
Viacomcbs Cl B Ord 0.0%
Value ($000) $213 Shares 4,691 Est. Cost $45.41 Unrealized
GOAU US Global GO GOLD and Prec Mtl Mnrs ETF 0.0%
Value ($000) $209 Shares 10,900 Est. Cost $22.29 Unrealized
NKE Nike Inc B 0.0%
Value ($000) $206 Shares 1,331 Est. Cost $125.67 Unrealized 0.0%
FUTU Futu Holdings Ltd 0.0%
Value ($000) $203 Shares 1,133 Est. Cost $179.17 Unrealized
IVOL Quadratic Intrst Rt Vol & Infl H ETF 0.0%
Value ($000) $202 Shares 7,307 Est. Cost $27.64 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $200 Shares 2,357 Est. Cost $82.36 Unrealized 0.0%
CRL Charles River Laboratories International Inc 0.0%
Value ($000) $200 Shares 541 Est. Cost $333.92 Unrealized 0.0%
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $159 Shares 11,250 Est. Cost $14.13 Unrealized
Western Asset High Inc Fund II 0.0%
Value ($000) $75 Shares 10,331 Est. Cost $7.26 Unrealized