CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 13, 2022

Total Value ($000): $374,809 (100.0% shares, 0.0% debt)

Holdings (365)

AAPL APPLE INC 4.3%
Value ($000) $16,002 Shares 90,120 Est. Cost $90.37 Unrealized +71.2%
QQQ INVESCO QQQ TRUST 4.0%
Value ($000) $15,139 Shares 38,052 Est. Cost $213.62 Unrealized
SPY SPDR SP 500 ETF TRUST UNIT SER 1 SP 2.3%
Value ($000) $8,558 Shares 18,019 Est. Cost $316.96 Unrealized
TIP ISHARES TIPS BOND ETF 2.0%
Value ($000) $7,512 Shares 58,146 Est. Cost $124.35 Unrealized
SCHX SCHWAB STRATEGIC TR 1.8%
Value ($000) $6,920 Shares 60,800 Est. Cost $76.12 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $6,447 Shares 19,171 Est. Cost $87.66 Unrealized +257.5%
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 1.5%
Value ($000) $5,805 Shares 134,874 Est. Cost $35.29 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND ETF SHARES 1.5%
Value ($000) $5,698 Shares 59,009 Est. Cost $74.76 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 1.4%
Value ($000) $5,412 Shares 94,818 Est. Cost $54.16 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN 1.4%
Value ($000) $5,375 Shares 117,806 Est. Cost $46.66 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002 1.4%
Value ($000) $5,313 Shares 37,712 Est. Cost $101.90 Unrealized
VOOG VANGUARD SP 500 GRW ETF 1.3%
Value ($000) $5,036 Shares 16,690 Est. Cost $193.07 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.3%
Value ($000) $5,003 Shares 61,847 Est. Cost $62.80 Unrealized
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 1.2%
Value ($000) $4,324 Shares 21,633 Est. Cost $159.69 Unrealized
XLK SECTOR SPDR TR SHS BEN INT TECHNOLOGY 1.1%
Value ($000) $3,999 Shares 23,004 Est. Cost $111.91 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 1.1%
Value ($000) $3,940 Shares 128,800 Est. Cost $30.63 Unrealized
IVW ISHARES SP 500 GROWTH ETF 1.0%
Value ($000) $3,889 Shares 46,485 Est. Cost $80.84 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1.0%
Value ($000) $3,880 Shares 12,093 Est. Cost $194.56 Unrealized
HD HOME DEPOT INC COM 1.0%
Value ($000) $3,775 Shares 9,098 Est. Cost $177.56 Unrealized +93.3%
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 1.0%
Value ($000) $3,580 Shares 13,439 Est. Cost $187.22 Unrealized
IUSB ISHARES TRUST CORE TOTAL USD B OND MRKT ETF 0.9%
Value ($000) $3,452 Shares 65,234 Est. Cost $53.63 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.9%
Value ($000) $3,383 Shares 66,266 Est. Cost $42.51 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $3,357 Shares 11,414 Est. Cost $17.18 Unrealized +59.8%
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 0.8%
Value ($000) $3,147 Shares 29,423 Est. Cost $73.82 Unrealized
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.8%
Value ($000) $3,047 Shares 18,130 Est. Cost $110.12 Unrealized
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCH-TRADED FUND 0.8%
Value ($000) $3,030 Shares 27,695 Est. Cost $108.77 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.8%
Value ($000) $2,979 Shares 35,162 Est. Cost $83.86 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 0.8%
Value ($000) $2,936 Shares 52,832 Est. Cost $48.85 Unrealized
XMLV INVESCO SP MIDCAP LOW VOLATILITY ETF 0.8%
Value ($000) $2,877 Shares 49,228 Est. Cost $58.44 Unrealized
AMZN AMAZON.COM INC 0.8%
Value ($000) $2,814 Shares 844 Est. Cost $66.28 Unrealized +158.2%
DBEF DBX ETF TRUST X-TRACKERS MSCI EAFE HDG EQUITY FUND 0.7%
Value ($000) $2,780 Shares 70,801 Est. Cost $32.71 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.7%
Value ($000) $2,771 Shares 24,290 Est. Cost $111.78 Unrealized
RPG INVESCO SP 500 PURE GROWTH ETF 0.7%
Value ($000) $2,610 Shares 12,381 Est. Cost $200.29 Unrealized
PTH INVESCO DWA HEALTHCARE MOMENTUM ETF 0.6%
Value ($000) $2,309 Shares 14,908 Est. Cost $157.08 Unrealized
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 0.6%
Value ($000) $2,274 Shares 14,540 Est. Cost $142.27 Unrealized
IVV ISHARES CORE SP 500 ETF 0.6%
Value ($000) $2,242 Shares 4,700 Est. Cost $333.91 Unrealized
SPYD SPDR SER TR SP500 HIGH DIV 0.6%
Value ($000) $2,228 Shares 52,986 Est. Cost $36.40 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.6%
Value ($000) $2,196 Shares 16,578 Est. Cost $133.00 Unrealized
XSLV INVESCO SP SMALLCALL LOW VOLATILITY ETF 0.6%
Value ($000) $2,162 Shares 41,509 Est. Cost $47.59 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.6%
Value ($000) $2,121 Shares 18,242 Est. Cost $114.01 Unrealized
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.6%
Value ($000) $2,077 Shares 24,519 Est. Cost $61.23 Unrealized
FTSM FIRST TRUST FIRST TR ENH NEW E TF 0.5%
Value ($000) $2,040 Shares 34,117 Est. Cost $60.03 Unrealized
TSLA TESLA MOTORS INC COM USD0.001 0.5%
Value ($000) $2,008 Shares 1,900 Est. Cost $107.71 Unrealized +211.4%
PZA INVESCO NAT AMT-FREE MUNI BOND ETF 0.5%
Value ($000) $1,978 Shares 72,988 Est. Cost $26.62 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.5%
Value ($000) $1,965 Shares 24,312 Est. Cost $79.46 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.5%
Value ($000) $1,947 Shares 22,383 Est. Cost $87.17 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.5%
Value ($000) $1,939 Shares 25,269 Est. Cost $71.67 Unrealized
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.5%
Value ($000) $1,908 Shares 24,552 Est. Cost $47.53 Unrealized
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 0.5%
Value ($000) $1,894 Shares 32,411 Est. Cost $40.93 Unrealized
JPM JPMORGAN CHASE CO 0.5%
Value ($000) $1,825 Shares 16,494 Est. Cost $106.40 Unrealized +38.9%
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.5%
Value ($000) $1,780 Shares 37,617 Est. Cost $48.31 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.5%
Value ($000) $1,696 Shares 5,553 Est. Cost $149.10 Unrealized
VOO VANGUARD INDEX FDS SP 500 ETF NEW 0.5%
Value ($000) $1,691 Shares 3,873 Est. Cost $287.38 Unrealized
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.5%
Value ($000) $1,687 Shares 43,207 Est. Cost $34.63 Unrealized
FTCS FIRST TRUST CAP STRENGTH ETF 0.4%
Value ($000) $1,644 Shares 19,446 Est. Cost $65.97 Unrealized
HNDL STRATEGY SHARES NS 7HANDL IDX ETF 0.4%
Value ($000) $1,615 Shares 62,164 Est. Cost $25.30 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,568 Shares 30,178 Est. Cost $33.95 Unrealized +19.0%
FPX FIRST TR US IPO INDEX FD SHS 0.4%
Value ($000) $1,540 Shares 12,574 Est. Cost $97.73 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,504 Shares 29,495 Est. Cost $47.64 Unrealized +13.1%
PFF ISHARES TR U.S. PFD STK ETF 0.4%
Value ($000) $1,500 Shares 38,061 Est. Cost $38.02 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.4%
Value ($000) $1,492 Shares 18,363 Est. Cost $81.82 Unrealized
PRN INVESCO EXCHANGE TRADED FD TR DWA INDLS MUMT COMMON STOCK 0.4%
Value ($000) $1,465 Shares 12,607 Est. Cost $104.02 Unrealized
IJH ISHARES CORE SP MID-CAP ETF 0.4%
Value ($000) $1,434 Shares 5,068 Est. Cost $196.80 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $1,403 Shares 15,034 Est. Cost $63.16 Unrealized +22.5%
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.4%
Value ($000) $1,343 Shares 15,334 Est. Cost $88.42 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $1,340 Shares 11,424 Est. Cost $85.26 Unrealized +12.7%
KRE SPDR SER TR SP REGL BKG ETF 0.4%
Value ($000) $1,331 Shares 18,787 Est. Cost $59.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $1,319 Shares 4,412 Est. Cost $200.07 Unrealized +43.2%
SCHO SCHWAB SHORT TERM US TREA 0.4%
Value ($000) $1,318 Shares 25,936 Est. Cost $50.38 Unrealized
IYR ISHARES DJ US REAL ESTATE 0.4%
Value ($000) $1,312 Shares 11,303 Est. Cost $107.76 Unrealized
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.3%
Value ($000) $1,310 Shares 41,609 Est. Cost $31.20 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.3%
Value ($000) $1,309 Shares 13,854 Est. Cost $69.92 Unrealized
CDC VICTORY PORTFOLIOS II CEMP US EQ INCOM 0.3%
Value ($000) $1,273 Shares 18,291 Est. Cost $46.19 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $1,264 Shares 436 Est. Cost $61.98 Unrealized +130.6%
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $1,257 Shares 8,638 Est. Cost $125.10 Unrealized
LQDI ISHARES INFLATION HEDGED CORPORATE BOND 0.3%
Value ($000) $1,250 Shares 40,866 Est. Cost $30.59 Unrealized
SJNK SPDR SER TR BLOOMBERG SRT TR 0.3%
Value ($000) $1,244 Shares 45,846 Est. Cost $27.35 Unrealized
IJJ ISHARES TR SP MIDCAP 400 VALUE INDEX FD 0.3%
Value ($000) $1,240 Shares 11,205 Est. Cost $108.91 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,223 Shares 7,283 Est. Cost $127.50 Unrealized
PSL INVESCO DWA CONSUMER STAPLE MOMENTUM ETF 0.3%
Value ($000) $1,176 Shares 12,863 Est. Cost $92.08 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $1,163 Shares 5,026 Est. Cost $75.54 Unrealized +183.5%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.3%
Value ($000) $1,156 Shares 19,317 Est. Cost $55.68 Unrealized
MDYG SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETF 0.3%
Value ($000) $1,151 Shares 14,120 Est. Cost $54.04 Unrealized
ADBE ADOBE SYS INC 0.3%
Value ($000) $1,135 Shares 2,002 Est. Cost $228.15 Unrealized +174.0%
XLE SECTOR SPDR TR SHS BEN INT ENERGY 0.3%
Value ($000) $1,124 Shares 20,264 Est. Cost $55.47 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.3%
Value ($000) $1,121 Shares 6,558 Est. Cost $140.46 Unrealized
WMT WAL-MART STORES INC COM 0.3%
Value ($000) $1,111 Shares 7,684 Est. Cost $35.26 Unrealized +28.1%
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 0.3%
Value ($000) $1,110 Shares 5,431 Est. Cost $204.38 Unrealized
MTUM ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $1,098 Shares 6,040 Est. Cost $166.85 Unrealized
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 05/24/01 REIT VIPER SHS 0.3%
Value ($000) $1,087 Shares 9,371 Est. Cost $85.87 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $1,084 Shares 4,873 Est. Cost $158.94 Unrealized
HYMB SPDR SERIES TRUST NUVEEN SP HIGH YLD MUN B ETF 0.3%
Value ($000) $1,078 Shares 17,942 Est. Cost $58.72 Unrealized
IJR ISHARES CORE SP SMALL-CAP ETF 0.3%
Value ($000) $1,043 Shares 9,109 Est. Cost $89.28 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $1,042 Shares 7,246 Est. Cost $79.55 Unrealized +69.0%
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.3%
Value ($000) $1,038 Shares 22,653 Est. Cost $37.30 Unrealized
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.3%
Value ($000) $1,027 Shares 42,162 Est. Cost $21.75 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.3%
Value ($000) $1,020 Shares 9,505 Est. Cost $106.85 Unrealized
T ATT INC COM USD1 0.3%
Value ($000) $1,016 Shares 41,323 Est. Cost $15.37 Unrealized -4.6%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,014 Shares 6,552 Est. Cost $118.55 Unrealized +33.1%
V VISA INC COM CL A 0.3%
Value ($000) $1,005 Shares 4,638 Est. Cost $130.16 Unrealized +59.9%
PFE PFIZER INC 0.3%
Value ($000) $1,004 Shares 17,017 Est. Cost $26.82 Unrealized +50.0%
FIW FIRST TRUST WATER ETF FORMERLY FIRST TRUST ISE WATER INDEX 0.3%
Value ($000) $998 Shares 10,535 Est. Cost $82.20 Unrealized
KXI ISHARES TR SP GLOBAL CONSUMER STAPLES INDEX 0.3%
Value ($000) $962 Shares 14,866 Est. Cost $57.53 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $950 Shares 328 Est. Cost $54.12 Unrealized +165.1%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.3%
Value ($000) $948 Shares 6,449 Est. Cost $110.84 Unrealized
JNJ JOHNSON JOHNSON 0.3%
Value ($000) $947 Shares 5,538 Est. Cost $112.05 Unrealized +29.5%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.2%
Value ($000) $933 Shares 11,254 Est. Cost $54.54 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $930 Shares 5,687 Est. Cost $72.74 Unrealized +84.4%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $920 Shares 7,509 Est. Cost $93.44 Unrealized
VIS VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS 0.2%
Value ($000) $917 Shares 4,520 Est. Cost $157.01 Unrealized
IJT ISHARES SP SMALLCAP GROWTH ETF 0.2%
Value ($000) $915 Shares 6,596 Est. Cost $138.71 Unrealized
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.2%
Value ($000) $898 Shares 8,293 Est. Cost $92.46 Unrealized
SHOP SHOPIFY INC NPV SUBORDINATED A ISIN CA82509L1076 SEDOL BX865C7 0.2%
Value ($000) $895 Shares 649 Est. Cost $42.89 Unrealized +240.7%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $891 Shares 1,570 Est. Cost $245.14 Unrealized +99.1%
BAR GRANITESHARES GOLD TR SHS BEN INT 0.2%
Value ($000) $876 Shares 48,276 Est. Cost $18.51 Unrealized
META FACEBOOK INC COM USD0.000006 CL A 0.2%
Value ($000) $866 Shares 2,576 Est. Cost $185.84 Unrealized +77.4%
VTIP VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.2%
Value ($000) $860 Shares 16,737 Est. Cost $49.60 Unrealized
SPGI SP GLOBAL INC 0.2%
Value ($000) $852 Shares 1,806 Est. Cost $338.18 Unrealized +30.6%
ABBV ABBVIE INC COM USD0.01 0.2%
Value ($000) $844 Shares 6,239 Est. Cost $69.73 Unrealized +45.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $844 Shares 3,148 Est. Cost $154.03 Unrealized +49.1%
SKYY FIRST TR EXCHANGE TRADED FD II ISE CLOUD COMPUTING INDEX FD 0.2%
Value ($000) $838 Shares 8,040 Est. Cost $92.97 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $838 Shares 1,669 Est. Cost $257.76 Unrealized +63.8%
CIBR FIRST TR EXCH-TRADED FND II FIRST TR 0.2%
Value ($000) $827 Shares 15,670 Est. Cost $45.68 Unrealized
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 0.2%
Value ($000) $819 Shares 8,070 Est. Cost $101.94 Unrealized
PNC PNC FINL SVCS GROUP 0.2%
Value ($000) $812 Shares 4,053 Est. Cost $85.95 Unrealized +102.8%
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.2%
Value ($000) $810 Shares 17,361 Est. Cost $41.70 Unrealized
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.2%
Value ($000) $791 Shares 15,596 Est. Cost $50.84 Unrealized
BA BOEING CO 0.2%
Value ($000) $790 Shares 3,924 Est. Cost $256.74 Unrealized -17.7%
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.2%
Value ($000) $762 Shares 4,707 Est. Cost $166.69 Unrealized
WIP SPDR SER TR DB INTL GOVT INFLATION- PROTECTED 0.2%
Value ($000) $747 Shares 13,895 Est. Cost $54.12 Unrealized
MU MICRON TECHNOLOGY 0.2%
Value ($000) $736 Shares 7,911 Est. Cost $44.80 Unrealized +70.3%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $735 Shares 9,348 Est. Cost $71.61 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.2%
Value ($000) $734 Shares 22,927 Est. Cost $24.54 Unrealized
SPEM SPDR PRTFOLIO EMERGING MARKETS ETF 0.2%
Value ($000) $718 Shares 17,314 Est. Cost $37.97 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.2%
Value ($000) $715 Shares 4,690 Est. Cost $128.89 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $710 Shares 1,998 Est. Cost $270.21 Unrealized +14.3%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $696 Shares 3,693 Est. Cost $92.75 Unrealized +132.7%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $695 Shares 7,206 Est. Cost $60.59 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $694 Shares 14,224 Est. Cost $50.04 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.2%
Value ($000) $690 Shares 9,256 Est. Cost $60.02 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.2%
Value ($000) $690 Shares 8,897 Est. Cost $99.75 Unrealized
ITA ISHARES TR U.S. AERDEF ETF 0.2%
Value ($000) $685 Shares 6,667 Est. Cost $140.65 Unrealized
UAL UNITED CONTINENTAL HOLDINGS INC COM USD0.01 0.2%
Value ($000) $683 Shares 15,612 Est. Cost $42.93 Unrealized +8.0%
BIL SPDR BBG BARC 1-3 MONTH T 0.2%
Value ($000) $674 Shares 7,373 Est. Cost $91.51 Unrealized
MRK MERCK CO INC NEW COM 0.2%
Value ($000) $647 Shares 8,454 Est. Cost $49.01 Unrealized +42.6%
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $644 Shares 13,027 Est. Cost $46.62 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 0.2%
Value ($000) $640 Shares 7,923 Est. Cost $70.22 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $638 Shares 3,061 Est. Cost $134.64 Unrealized +37.5%
XHE SPDR SP HEALTH CARE EQUIPMENT ETF 0.2%
Value ($000) $633 Shares 5,402 Est. Cost $124.48 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.2%
Value ($000) $632 Shares 9,484 Est. Cost $45.03 Unrealized +22.2%
SHV ISHARES TR BARCLAYS SHORT TREAS BD FD 0.2%
Value ($000) $625 Shares 5,665 Est. Cost $110.64 Unrealized
IUSG ISHARES CORE SP US GROWTH ETF 0.2%
Value ($000) $620 Shares 5,368 Est. Cost $75.92 Unrealized
FDX FEDEX CORP COM 0.2%
Value ($000) $615 Shares 2,379 Est. Cost $207.63 Unrealized +5.9%
CSX C S X CORP 0.2%
Value ($000) $607 Shares 16,144 Est. Cost $28.72 Unrealized +15.9%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $607 Shares 9,581 Est. Cost $31.72 Unrealized +59.1%
INTU INTUIT INCORPORATED COM 0.2%
Value ($000) $605 Shares 940 Est. Cost $245.68 Unrealized +144.8%
HYLB DBX ETF TR XTRACK USD HIGH 0.2%
Value ($000) $602 Shares 15,125 Est. Cost $46.32 Unrealized
A AGILENT TECH INC 0.2%
Value ($000) $599 Shares 3,752 Est. Cost $69.21 Unrealized +118.8%
DHR DANAHER CORP COM USD0.01 0.2%
Value ($000) $597 Shares 1,816 Est. Cost $173.10 Unrealized +56.0%
SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 0.2%
Value ($000) $597 Shares 3,648 Est. Cost $109.55 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $596 Shares 1,660 Est. Cost $195.54 Unrealized +72.7%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $581 Shares 4,134 Est. Cost $61.60 Unrealized +92.7%
LLY LILLY ELI CO COM NPV 0.2%
Value ($000) $579 Shares 2,097 Est. Cost $100.33 Unrealized +143.1%
AVGO BROADCOM LIMITED COM NPV 0.2%
Value ($000) $578 Shares 869 Est. Cost $34.61 Unrealized +49.6%
NUVEEN FLOATING RATE INCOME FD COM 0.2%
Value ($000) $574 Shares 56,469 Est. Cost $10.03 Unrealized
IGM ISHARES TR SP GSSI TECHNOLOGY INDEX FD 0.2%
Value ($000) $569 Shares 1,296 Est. Cost $314.26 Unrealized
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX FD 0.2%
Value ($000) $565 Shares 4,798 Est. Cost $109.44 Unrealized
GWW WW GRAINGER INC 0.1%
Value ($000) $544 Shares 1,050 Est. Cost $184.63 Unrealized +145.0%
RSP INVESCO SP 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $540 Shares 3,322 Est. Cost $147.62 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $531 Shares 3,662 Est. Cost $77.09 Unrealized +86.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $522 Shares 5,062 Est. Cost $51.35 Unrealized +56.7%
SPTL SPDR LONG TERM TREASURY ETF 0.1%
Value ($000) $516 Shares 12,258 Est. Cost $40.33 Unrealized
IXUS ISHARES CORE INTL STOCK ETF 0.1%
Value ($000) $514 Shares 7,258 Est. Cost $61.73 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $504 Shares 1,984 Est. Cost $168.55 Unrealized +64.7%
ARKF ARK FINTECH INNOVATION ETF 0.1%
Value ($000) $502 Shares 12,302 Est. Cost $50.56 Unrealized
INVESCO BULLETSHARES 2024 CO 0.1%
Value ($000) $494 Shares 22,661 Est. Cost $22.09 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CO 0.1%
Value ($000) $494 Shares 23,357 Est. Cost $21.40 Unrealized
INVESCO BULLETSHARES 2025 CO 0.1%
Value ($000) $493 Shares 22,552 Est. Cost $22.18 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $492 Shares 9,567 Est. Cost $40.72 Unrealized +16.2%
FNY FIRST TR EXCHANGE-TRADED ALPHADEX FD MID CAP GROWTH ALPHADEX FD 0.1%
Value ($000) $488 Shares 6,581 Est. Cost $70.97 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $486 Shares 2,659 Est. Cost $115.93 Unrealized +26.0%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $481 Shares 3,058 Est. Cost $83.32 Unrealized +67.5%
TTD TRADE DESK INC/THE -CLASS A 0.1%
Value ($000) $474 Shares 5,178 Est. Cost $64.41 Unrealized +36.0%
SPHD INVESCO SP 500 HIGH DIVID LOW VOLATILITY ETF 0.1%
Value ($000) $470 Shares 10,380 Est. Cost $48.78 Unrealized
NFLX NETFLIX COM INC COM 0.1%
Value ($000) $468 Shares 778 Est. Cost $29.98 Unrealized +113.1%
SDY SPDR SER TR SP DIVID ETF 0.1%
Value ($000) $467 Shares 3,622 Est. Cost $107.05 Unrealized
SPDW SPDR PRTFOLIO WORLD EX-US ETF 0.1%
Value ($000) $462 Shares 12,685 Est. Cost $31.17 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $458 Shares 1,825 Est. Cost $190.83 Unrealized +11.3%
EMB ISHARES TR JP MOR EM MK ETF 0.1%
Value ($000) $448 Shares 4,107 Est. Cost $112.31 Unrealized
OEF ISHARES SP 100 ETF 0.1%
Value ($000) $447 Shares 2,039 Est. Cost $164.87 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $445 Shares 3,952 Est. Cost $40.40 Unrealized +11.7%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $442 Shares 2,345 Est. Cost $105.06 Unrealized +52.7%
DUK DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 0.1%
Value ($000) $441 Shares 4,207 Est. Cost $69.59 Unrealized +24.0%
SPYG SPDR SERIES TRUST SP 500 GROWTH ETF 0.1%
Value ($000) $437 Shares 6,039 Est. Cost $43.66 Unrealized
EMLC VANECK VECTORS ETF TR JP MORGAN MKTS 0.1%
Value ($000) $436 Shares 15,250 Est. Cost $32.99 Unrealized
XME SPDR SER TR SP METALS MNG ETF 0.1%
Value ($000) $433 Shares 9,684 Est. Cost $36.46 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $433 Shares 11,274 Est. Cost $30.57 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $433 Shares 1,677 Est. Cost $96.31 Unrealized +128.2%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK 0.1%
Value ($000) $430 Shares 7,072 Est. Cost $103.62 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $429 Shares 3,147 Est. Cost $64.24 Unrealized +71.0%
GSY INVESCO ULTRA SHORT DURATION ETF 0.1%
Value ($000) $424 Shares 8,445 Est. Cost $50.23 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $423 Shares 7,147 Est. Cost $36.99 Unrealized +33.0%
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.1%
Value ($000) $422 Shares 4,130 Est. Cost $68.72 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $421 Shares 4,460 Est. Cost $121.00 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $419 Shares 1,665 Est. Cost $148.69 Unrealized +44.6%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $400 Shares 8,992 Est. Cost $23.43 Unrealized +75.1%
INVESCO BULLETSHARES 2022 HI YIELD CORP BOND ETF 0.1%
Value ($000) $400 Shares 17,248 Est. Cost $24.07 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.1%
Value ($000) $395 Shares 4,712 Est. Cost $45.00 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND 0.1%
Value ($000) $393 Shares 7,160 Est. Cost $53.56 Unrealized
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL ETF 0.1%
Value ($000) $392 Shares 6,283 Est. Cost $60.48 Unrealized
FDG AMERICAN CENTURY FOCUSED DYN 0.1%
Value ($000) $391 Shares 4,850 Est. Cost $71.11 Unrealized
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $388 Shares 6,211 Est. Cost $57.08 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $387 Shares 1,777 Est. Cost $135.84 Unrealized +51.5%
SYK STRYKER CORP 0.1%
Value ($000) $386 Shares 1,444 Est. Cost $229.23 Unrealized +9.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $386 Shares 4,429 Est. Cost $49.73 Unrealized +78.8%
HORIZON PHARMA PLC ISIN IE00BQPVQZ61 0.1%
Value ($000) $384 Shares 3,572 Est. Cost $91.99 Unrealized
FNK FIRST TR EXCH TRADED ALPHADEX FD II MID CAP VALUE ALPHADEX FD 0.1%
Value ($000) $379 Shares 8,046 Est. Cost $44.76 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $371 Shares 17,904 Est. Cost $7.67 Unrealized +82.5%
VBR VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $371 Shares 2,076 Est. Cost $122.46 Unrealized
FSK FS KKR CAPITAL CORP COM 0.1%
Value ($000) $368 Shares 17,580 Est. Cost $9.38 Unrealized +25.4%
LUV SOUTHWEST AIRLNS CO 0.1%
Value ($000) $365 Shares 8,535 Est. Cost $42.72 Unrealized +2.2%
SPLV INVESCO SP 500 LOW VOLATILITY ETF 0.1%
Value ($000) $363 Shares 5,290 Est. Cost $53.27 Unrealized
BSCR INVESCO BULLETSHARES 2027 CO 0.1%
Value ($000) $360 Shares 16,740 Est. Cost $21.82 Unrealized
IVT INVENTRUST PPTYS CORP COM USD0 .001POST REV SPLT 0.1%
Value ($000) $356 Shares 13,081 Est. Cost $27.22 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $355 Shares 14,042 Est. Cost $25.60 Unrealized
FTSL First Trust Senior Loan Fund Loan 0.1%
Value ($000) $354 Shares 7,402 Est. Cost $45.22 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $353 Shares 6,057 Est. Cost $43.61 Unrealized +16.9%
SHM SPDR SER TR NUVEEN BLMBRG SR 0.1%
Value ($000) $345 Shares 7,034 Est. Cost $49.00 Unrealized
PEY INVESCO HIGH YIELD EQTY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $345 Shares 16,400 Est. Cost $19.83 Unrealized
QTWO Q2 HLDGS INC COM 0.1%
Value ($000) $344 Shares 4,335 Est. Cost $76.88 Unrealized +5.0%
MMM 3M COMPANY 0.1%
Value ($000) $343 Shares 1,936 Est. Cost $134.80 Unrealized -5.6%
ISHARES TR IBONDS 23 TRM HG 0.1%
Value ($000) $343 Shares 14,071 Est. Cost $24.78 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.1%
Value ($000) $342 Shares 3,101 Est. Cost $106.45 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $342 Shares 6,809 Est. Cost $34.59 Unrealized +33.4%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $340 Shares 1,408 Est. Cost $209.36 Unrealized
FAUG FIRST TR FD VIII ETF 0.1%
Value ($000) $338 Shares 8,750 Est. Cost $36.46 Unrealized
RGEN REPLIGEN CORP COM 0.1%
Value ($000) $337 Shares 1,273 Est. Cost $121.92 Unrealized +121.0%
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.1%
Value ($000) $336 Shares 7,626 Est. Cost $39.06 Unrealized
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $335 Shares 3,770 Est. Cost $63.87 Unrealized +13.5%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $335 Shares 2,034 Est. Cost $117.58 Unrealized +34.5%
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $332 Shares 1,550 Est. Cost $88.27 Unrealized +91.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $331 Shares 7,004 Est. Cost $34.99 Unrealized -6.3%
SPECIAL OPPORTUNITIES FUND 0.1%
Value ($000) $330 Shares 21,407 Est. Cost $14.99 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $326 Shares 1,450 Est. Cost $163.96 Unrealized +12.9%
IBM INTL BUSINESS MACH 0.1%
Value ($000) $325 Shares 2,438 Est. Cost $97.92 Unrealized +8.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $322 Shares 841 Est. Cost $224.07 Unrealized +59.1%
TLT ISHARES TR 20 YR TR BD ETF 0.1%
Value ($000) $322 Shares 2,174 Est. Cost $144.29 Unrealized
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $319 Shares 1,543 Est. Cost $113.81 Unrealized +72.8%
TD TORONTO-DOMINION BANK COM NPV SEDOL 2897222 0.1%
Value ($000) $319 Shares 4,164 Est. Cost $55.46 Unrealized +31.5%
EXC EXELON CORP 0.1%
Value ($000) $317 Shares 5,491 Est. Cost $25.86 Unrealized +25.8%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $316 Shares 1,895 Est. Cost $92.36 Unrealized +63.1%
ICVT ISHARES TR CONVERTIBLE BOND ETF 0.1%
Value ($000) $316 Shares 3,553 Est. Cost $88.94 Unrealized
BLACKROCK CAP ALLOCATION TR COM 0.1%
Value ($000) $314 Shares 16,150 Est. Cost $19.44 Unrealized
DLS WISDOMTREE TR INTL SMALLCAP DIVID FD 0.1%
Value ($000) $311 Shares 4,226 Est. Cost $65.60 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $305 Shares 3,215 Est. Cost $57.18 Unrealized +33.5%
GLOBAL BLOOD THERAPEUTICS INC COM 0.1%
Value ($000) $304 Shares 10,418 Est. Cost $43.98 Unrealized
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $302 Shares 3,895 Est. Cost $50.97 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $301 Shares 4,830 Est. Cost $58.63 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $300 Shares 1,217 Est. Cost $149.49 Unrealized +38.7%
TVTX RETROPHIN INC 0.1%
Value ($000) $298 Shares 9,608 Est. Cost $18.37 Unrealized +53.3%
DE DEERE COMPANY 0.1%
Value ($000) $296 Shares 864 Est. Cost $307.48 Unrealized +6.9%
WFC WELLS FARGO COMPANY COM USD1.666 0.1%
Value ($000) $296 Shares 6,183 Est. Cost $30.62 Unrealized +45.0%
UGI UGI CORP NEW 0.1%
Value ($000) $296 Shares 6,454 Est. Cost $37.77 Unrealized +17.7%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $295 Shares 3,246 Est. Cost $59.62 Unrealized +21.9%
XMMO INVESCO RUSSELL MIDCAP PURE 0.1%
Value ($000) $292 Shares 3,216 Est. Cost $83.90 Unrealized
EVRG EVERGY INC COM 0.1%
Value ($000) $288 Shares 4,207 Est. Cost $45.54 Unrealized +20.5%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $288 Shares 792 Est. Cost $273.18 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $287 Shares 1,654 Est. Cost $94.14 Unrealized +52.4%
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $286 Shares 13,337 Est. Cost $21.44 Unrealized
LEMB ISHARES EMERGING MARKETS LOCAL 0.1%
Value ($000) $284 Shares 7,246 Est. Cost $42.35 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME 0.1%
Value ($000) $284 Shares 5,633 Est. Cost $50.54 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $283 Shares 2,708 Est. Cost $80.51 Unrealized +6.1%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.1%
Value ($000) $283 Shares 5,146 Est. Cost $55.50 Unrealized
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $282 Shares 3,206 Est. Cost $93.68 Unrealized
RAVI FLEXSHARES TRUST READY ACCESS VAR 0.1%
Value ($000) $282 Shares 3,745 Est. Cost $75.30 Unrealized
MRVL MARVELL TECHNOLOGY GROUP LTD SHS ISINBMG5876H1051 0.1%
Value ($000) $281 Shares 3,218 Est. Cost $73.44 Unrealized 0.0%
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.1%
Value ($000) $281 Shares 3,931 Est. Cost $55.80 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $280 Shares 4,773 Est. Cost $34.14 Unrealized +45.3%
NI NISOURCE INC 0.1%
Value ($000) $279 Shares 10,108 Est. Cost $19.14 Unrealized +16.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $277 Shares 4,592 Est. Cost $47.96 Unrealized +19.2%
GNR SPDR INDEX SHS FDS SP GLOBAL NAT RES ETF 0.1%
Value ($000) $277 Shares 5,142 Est. Cost $53.06 Unrealized
DON WISDOMTREE TR MIDCAP DIVID FD 0.1%
Value ($000) $273 Shares 6,166 Est. Cost $34.52 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $272 Shares 2,715 Est. Cost $74.29 Unrealized +25.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $272 Shares 1,318 Est. Cost $119.47 Unrealized +56.3%
LKQ LKQ CORP COM 0.1%
Value ($000) $272 Shares 4,540 Est. Cost $42.93 Unrealized +18.3%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS 0.1%
Value ($000) $269 Shares 5,203 Est. Cost $47.81 Unrealized
VST VISTRA ENERGY CORP 0.1%
Value ($000) $268 Shares 11,787 Est. Cost $17.79 Unrealized +4.1%
MDT MEDTRONIC PLC USD0.0001 0.1%
Value ($000) $268 Shares 2,598 Est. Cost $76.04 Unrealized +34.2%
DTE DTE ENERGY HOLDING CO 0.1%
Value ($000) $266 Shares 2,230 Est. Cost $81.93 Unrealized +21.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $266 Shares 334 Est. Cost $506.60 Unrealized
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $265 Shares 6,152 Est. Cost $27.85 Unrealized +25.5%
AXIA CENTRAIS ELETRICAS BRASILEIRAS 0.1%
Value ($000) $264 Shares 43,429 Est. Cost $4.93 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $262 Shares 1,098 Est. Cost $33.93 Unrealized +20.0%
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN US4642891802 SEDOL B633900 0.1%
Value ($000) $261 Shares 13,055 Est. Cost $21.79 Unrealized
TCHP T ROWE PRICE ETF INC PRICE BLUE CHIP COMMON STOCK 0.1%
Value ($000) $261 Shares 7,901 Est. Cost $31.90 Unrealized
VRTX VERTEX PHARMACEUTCLS INC 0.1%
Value ($000) $260 Shares 1,188 Est. Cost $195.24 Unrealized -0.4%
SBUX STARBUCKS CORP COM USD0.001 0.1%
Value ($000) $259 Shares 2,216 Est. Cost $94.33 Unrealized +8.4%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $258 Shares 4,145 Est. Cost $45.87 Unrealized +7.3%
BIO BIO RAD LABORATORIES INC CL A 0.1%
Value ($000) $255 Shares 338 Est. Cost $569.50 Unrealized +31.4%
TAXF AMERICAN CENTURY DIVER MUNI 0.1%
Value ($000) $253 Shares 4,584 Est. Cost $54.97 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $252 Shares 897 Est. Cost $265.30 Unrealized +9.9%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.1%
Value ($000) $249 Shares 2,808 Est. Cost $68.84 Unrealized +9.3%
BLACKROCK INC 0.1%
Value ($000) $249 Shares 272 Est. Cost $474.85 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $249 Shares 513 Est. Cost $348.75 Unrealized +23.6%
ETN EATON CORP PLC COM 0.1%
Value ($000) $249 Shares 1,446 Est. Cost $80.88 Unrealized +92.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $249 Shares 13,675 Est. Cost $27.32 Unrealized -19.2%
ULTA ULTA SALON COSMETCS FRAG INC COM 0.1%
Value ($000) $248 Shares 602 Est. Cost $327.93 Unrealized +18.5%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $247 Shares 1,047 Est. Cost $182.06 Unrealized +13.4%
FNDX SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U 0.1%
Value ($000) $247 Shares 4,218 Est. Cost $45.28 Unrealized
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $246 Shares 3,721 Est. Cost $45.26 Unrealized +22.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $243 Shares 365 Est. Cost $419.23 Unrealized +47.2%
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $240 Shares 1,710 Est. Cost $121.46 Unrealized 0.0%
XYZ SQUARE INC CL A 0.1%
Value ($000) $238 Shares 1,478 Est. Cost $115.17 Unrealized +88.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $238 Shares 2,766 Est. Cost $55.79 Unrealized +42.2%
LINDE PLC SH 0.1%
Value ($000) $237 Shares 686 Est. Cost $281.43 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $235 Shares 1,516 Est. Cost $123.72 Unrealized +14.8%
FMB FIRST TR EXCHANGE-TRADED FD III MANAGED MUN ETF 0.1%
Value ($000) $234 Shares 4,116 Est. Cost $56.64 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $232 Shares 2,034 Est. Cost $102.52 Unrealized 0.0%
ACN ACCENTURE PLC CLS A USD0.0000225 0.1%
Value ($000) $232 Shares 560 Est. Cost $181.05 Unrealized +89.6%
NMFC NEW MTN FIN CORP COM 0.1%
Value ($000) $231 Shares 16,881 Est. Cost $5.93 Unrealized +43.6%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $230 Shares 8,657 Est. Cost $24.38 Unrealized
INSM INSMED INCORPORATED COM 0.1%
Value ($000) $230 Shares 8,470 Est. Cost $26.31 Unrealized +8.7%
TCPC TCP CAP CORP COM 0.1%
Value ($000) $226 Shares 16,797 Est. Cost $10.66 Unrealized +30.3%
BX BLACKSTONE GROUP LP COM UNIT LTD 0.1%
Value ($000) $225 Shares 1,743 Est. Cost $44.63 Unrealized +160.2%
MSEX MIDDLESEX WTR CO 0.1%
Value ($000) $225 Shares 1,874 Est. Cost $106.24 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.1%
Value ($000) $223 Shares 14,342 Est. Cost $15.66 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $223 Shares 10,108 Est. Cost $22.12 Unrealized
PID INVESCO INTERNATIONAL DIV ACHIEVERS ETF 0.1%
Value ($000) $223 Shares 12,122 Est. Cost $16.82 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.1%
Value ($000) $222 Shares 874 Est. Cost $236.55 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.1%
Value ($000) $220 Shares 2,500 Est. Cost $82.51 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $219 Shares 1,343 Est. Cost $127.56 Unrealized +26.8%
NKE NIKE INC CLASS B 0.1%
Value ($000) $219 Shares 1,319 Est. Cost $94.79 Unrealized +63.0%
AES AES CORP 0.1%
Value ($000) $219 Shares 9,042 Est. Cost $14.48 Unrealized +42.8%
FAST FASTENAL CO 0.1%
Value ($000) $219 Shares 3,422 Est. Cost $26.67 Unrealized 0.0%
NATIONWIDE RISK-MANAGED INCO 0.1%
Value ($000) $218 Shares 7,819 Est. Cost $27.37 Unrealized
OAKTREE SPECIALTY LENDING CORP COM 0.1%
Value ($000) $215 Shares 28,828 Est. Cost $5.33 Unrealized
CTBI COMMUNITY TRUST BANCORPORATION 0.1%
Value ($000) $215 Shares 4,938 Est. Cost $33.83 Unrealized +8.7%
LPX LOUISIANA-PAC CORP COM 0.1%
Value ($000) $215 Shares 2,746 Est. Cost $68.53 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.1%
Value ($000) $215 Shares 13,671 Est. Cost $10.76 Unrealized +24.1%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $215 Shares 1,140 Est. Cost $110.17 Unrealized +54.4%
TRANSAMERICA ETF TR DELTASHS SP 500 0.1%
Value ($000) $213 Shares 2,649 Est. Cost $80.41 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $213 Shares 7,620 Est. Cost $41.47 Unrealized
LIT GLOBAL X FDS GLOBAL X LITHIUM ETF 0.1%
Value ($000) $208 Shares 2,467 Est. Cost $84.31 Unrealized
FULT FULTON FINL CORP PA 0.1%
Value ($000) $206 Shares 12,176 Est. Cost $11.80 Unrealized +16.8%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $206 Shares 3,849 Est. Cost $48.56 Unrealized 0.0%
LMBS FIRST TRUST FST LOW OPPT EFT E TF 0.1%
Value ($000) $205 Shares 4,105 Est. Cost $51.13 Unrealized
TFI SPDR SERIES TRUST NUVN BRCLY MUNI 0.1%
Value ($000) $203 Shares 3,928 Est. Cost $51.68 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $201 Shares 1,694 Est. Cost $218.10 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.1%
Value ($000) $200 Shares 823 Est. Cost $210.50 Unrealized 0.0%
BUL PACER FDS TR US CHS CWS GWT COMMON STOCK 0.1%
Value ($000) $200 Shares 4,646 Est. Cost $43.05 Unrealized
BLACKROCK CORE TR SHS BEN INT 0.1%
Value ($000) $198 Shares 12,011 Est. Cost $15.36 Unrealized
EATON VANCE MUN INCOME TR SH BEN INT 0.1%
Value ($000) $196 Shares 14,186 Est. Cost $12.94 Unrealized
HUTTIG BUILDINGS PRODUCTS INC COM USD0.01 0.0%
Value ($000) $162 Shares 14,643 Est. Cost $11.06 Unrealized
CEL SCI CORP COM PAR $0.01 0.0%
Value ($000) $149 Shares 21,100 Est. Cost $9.61 Unrealized
DEL TACO RESTAURANTS INC 0.0%
Value ($000) $134 Shares 10,820 Est. Cost $9.59 Unrealized
MRCC MONROE CAPITAL CORP 0.0%
Value ($000) $131 Shares 11,760 Est. Cost $3.89 Unrealized +66.7%
KMDA KAMADA ORD ILS1.00 0.0%
Value ($000) $123 Shares 18,814 Est. Cost $6.96 Unrealized -16.8%
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $120 Shares 13,683 Est. Cost $7.31 Unrealized
OMER OMEROS CORP COM 0.0%
Value ($000) $90 Shares 14,103 Est. Cost $15.79 Unrealized -54.1%
AURORA CANNABIS INC 0.0%
Value ($000) $83 Shares 15,376 Est. Cost $9.30 Unrealized
NEW YORK MTG TR INC COM PAR 0.0%
Value ($000) $66 Shares 17,985 Est. Cost $4.28 Unrealized
ANTARES PHARMA INC 0.0%
Value ($000) $41 Shares 11,500 Est. Cost $4.33 Unrealized
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $16 Shares 23,168 Est. Cost $1.81 Unrealized
ARCADIA BIOSCIENCES INC COM NEW 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $3.77 Unrealized
PALATIN TECHNOLOGIES INC COM PAR $.01 0.0%
Value ($000) $12 Shares 24,000 Est. Cost $0.64 Unrealized