Mach-1 Financial Group, LLC Quant / Systematic

CIK: 0001843358 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $159,389 (100.0% shares, 0.0% debt)

Holdings (325)

ADVISORSHARES TRUST ALPHA DNA EQUITY SENTIMENT ETF 40.1%
Value ($000) $63,899 Shares 2,313,465 Est. Cost $26.06 Unrealized
ZHDG TIDAL ETF ZEGA BUY AND HEDGE ETF 21.4%
Value ($000) $34,038 Shares 1,617,792 Est. Cost $19.91 Unrealized
SJNK SPDR SPDR BLOOMBERG SHORT TERM H 9.9%
Value ($000) $15,740 Shares 579,762 Est. Cost $27.53 Unrealized
SRLN SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF 9.6%
Value ($000) $15,242 Shares 334,049 Est. Cost $45.99 Unrealized
SPY SPDR S&P500 ETF TRUST CALL December 320 6.3%
Value ($000) $10,002 Shares 1,279 Est. Cost $400.00 Unrealized
WMT WALMART INC COM 3.5%
Value ($000) $5,541 Shares 38,302 Est. Cost $44.58 Unrealized +1.3%
CVX CHEVRON CORPORATION COM 1.5%
Value ($000) $2,390 Shares 20,370 Est. Cost $96.10 Unrealized 0.0%
AEE AMEREN CORP COM 0.5%
Value ($000) $751 Shares 8,439 Est. Cost $68.86 Unrealized +8.9%
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.4%
Value ($000) $703 Shares 9,709 Est. Cost $55.29 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.4%
Value ($000) $570 Shares 3,646 Est. Cost $121.59 Unrealized +18.4%
TSN TYSON FOODS INC COM CL A 0.3%
Value ($000) $520 Shares 5,974 Est. Cost $61.02 Unrealized +18.2%
IEF ISHARES TRUST BARCLAYS 0.3%
Value ($000) $501 Shares 4,370 Est. Cost $114.65 Unrealized
SHYG ISHARES TRUST 0.3%
Value ($000) $451 Shares 9,976 Est. Cost $45.21 Unrealized
WPC WP CAREY INC COM 0.3%
Value ($000) $440 Shares 5,373 Est. Cost $81.89 Unrealized
AAPL APPLE INC COM 0.2%
Value ($000) $375 Shares 2,112 Est. Cost $121.90 Unrealized +26.9%
TSLA TESLA INC COM 0.2%
Value ($000) $361 Shares 342 Est. Cost $172.41 Unrealized +94.5%
SPD SIMPLIFY EXCHANGE TRADED FDS US EQUITY PLUS DOWNSIDE ETF 0.2%
Value ($000) $357 Shares 10,753 Est. Cost $33.20 Unrealized
AFG AMERICAN FINANCIAL GROUP INC COM 0.2%
Value ($000) $342 Shares 2,492 Est. Cost $66.74 Unrealized +46.5%
SHY ISHARES TRUST 0.2%
Value ($000) $319 Shares 3,735 Est. Cost $85.94 Unrealized
SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY 0.2%
Value ($000) $318 Shares 9,881 Est. Cost $32.18 Unrealized
WRB BERKLEY (WR) CORP COM 0.2%
Value ($000) $310 Shares 3,772 Est. Cost $26.32 Unrealized +21.5%
HYG ISHARES TRUST PUT February 85 0.2%
Value ($000) $257 Shares 1,820 Est. Cost Unrealized
KHC KRAFT HEINZ CO COM 0.2%
Value ($000) $248 Shares 6,929 Est. Cost $25.55 Unrealized +15.4%
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $248 Shares 739 Est. Cost $313.41 Unrealized 0.0%
LOW LOWE'S COMPANIES INC COM 0.2%
Value ($000) $244 Shares 944 Est. Cost $219.81 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $213 Shares 64 Est. Cost $171.15 Unrealized 0.0%
JBHT J B HUNT TRANSPORT SERVICES IN COM 0.1%
Value ($000) $204 Shares 1,002 Est. Cost $184.81 Unrealized 0.0%
CB CHUBB LIMITED COM 0.1%
Value ($000) $182 Shares 941 Est. Cost $177.58 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value ($000) $176 Shares 4,120 Est. Cost $39.35 Unrealized 0.0%
FUMB FIRST TRUST EXCHANGE TRADED FD ULTRA SHT DUR MU ETF 0.1%
Value ($000) $153 Shares 7,632 Est. Cost $20.05 Unrealized
JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF 0.1%
Value ($000) $153 Shares 3,042 Est. Cost $50.65 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $137 Shares 3,515 Est. Cost $30.66 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.1%
Value ($000) $137 Shares 460 Est. Cost $286.41 Unrealized 0.0%
HD HOME DEPOT INC COM 0.1%
Value ($000) $118 Shares 286 Est. Cost $343.18 Unrealized 0.0%
T AT&T INC COM 0.1%
Value ($000) $117 Shares 4,795 Est. Cost $14.67 Unrealized 0.0%
DGRO ISHARES TRUST CORE DIV GRWTH ETF 0.1%
Value ($000) $113 Shares 2,038 Est. Cost $55.45 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $113 Shares 200 Est. Cost $625.08 Unrealized 0.0%
SMMU PIMCO ETF TRUST SHTRM MUN BD ACT ETF 0.1%
Value ($000) $112 Shares 2,205 Est. Cost $50.79 Unrealized
STIP ISHARES TRUST 0.1%
Value ($000) $112 Shares 1,063 Est. Cost $105.36 Unrealized
VTIP VANGUARD STRM INFPROIDX ETF 0.1%
Value ($000) $111 Shares 2,163 Est. Cost $51.32 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $109 Shares 632 Est. Cost $143.45 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $107 Shares 1,725 Est. Cost $49.23 Unrealized 0.0%
ALLEGHANY CORP COM 0.1%
Value ($000) $94 Shares 142 Est. Cost $661.97 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NPV 0.1%
Value ($000) $89 Shares 5,544 Est. Cost $16.05 Unrealized
CSCO CISCO SYSTEMS INC COM 0.1%
Value ($000) $84 Shares 1,335 Est. Cost $50.47 Unrealized 0.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $84 Shares 140 Est. Cost $63.89 Unrealized 0.0%
TIP ISHARES TRUST TIPS BD ETF 0.0%
Value ($000) $68 Shares 532 Est. Cost $127.82 Unrealized
VEA VANGUARD FTSE DEV MKT ETF 0.0%
Value ($000) $61 Shares 1,197 Est. Cost $50.96 Unrealized
XOM EXXON MOBIL CORPORATION COM 0.0%
Value ($000) $60 Shares 984 Est. Cost $53.90 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $58 Shares 492 Est. Cost $99.45 Unrealized 0.0%
BNY MELLON STRATEGIC MUNIS INC COM 0.0%
Value ($000) $58 Shares 6,963 Est. Cost $8.33 Unrealized
SCHW SCHWAB (CHARLES) CORP COM 0.0%
Value ($000) $51 Shares 609 Est. Cost $76.51 Unrealized 0.0%
GLD SPDR GOLD TRUST GOLD SHS ETF 0.0%
Value ($000) $51 Shares 300 Est. Cost $170.00 Unrealized
GSY INVESCO ACTIVELY MANAGED EXCHA ULTRA SHRT DUR ETF 0.0%
Value ($000) $49 Shares 980 Est. Cost $50.00 Unrealized
RSP INVESCO EXCHANGE TRADED 0.0%
Value ($000) $47 Shares 291 Est. Cost $161.51 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $46 Shares 272 Est. Cost $145.09 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $45 Shares 203 Est. Cost $185.15 Unrealized 0.0%
V VISA INC COM CL A 0.0%
Value ($000) $45 Shares 211 Est. Cost $208.13 Unrealized 0.0%
QQQM INVESCO EXCHANGE TRADED FUND 0.0%
Value ($000) $44 Shares 275 Est. Cost $160.00 Unrealized
ETR ENTERGY CORP COM 0.0%
Value ($000) $43 Shares 383 Est. Cost $45.13 Unrealized 0.0%
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $39 Shares 5,100 Est. Cost $7.65 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $39 Shares 945 Est. Cost $32.61 Unrealized 0.0%
USB US BANCORP COM 0.0%
Value ($000) $39 Shares 711 Est. Cost $48.84 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $38 Shares 601 Est. Cost $53.78 Unrealized 0.0%
SIMPLIFY EXCHANGE TRADED FDS SIMP NASDAQ 100 PLUS CONVEX 0.0%
Value ($000) $38 Shares 1,145 Est. Cost $33.19 Unrealized
SPUC SIMPLIFY EXCHANGE TRADED FDS US EQUITY PLUS UPSIDE ETF 0.0%
Value ($000) $38 Shares 1,080 Est. Cost $35.19 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $36 Shares 500 Est. Cost $62.64 Unrealized 0.0%
ITOT ISHARES TRUST CORE S&P TTL STK ETF 0.0%
Value ($000) $35 Shares 335 Est. Cost $104.48 Unrealized
JPM JP MORGAN CHASE & CO COM 0.0%
Value ($000) $34 Shares 215 Est. Cost $147.83 Unrealized 0.0%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $34 Shares 465 Est. Cost $73.12 Unrealized
SNOW SNOWFLAKE INC COM CL A 0.0%
Value ($000) $33 Shares 100 Est. Cost $348.46 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $30 Shares 345 Est. Cost $88.90 Unrealized 0.0%
MS MORGAN STANLEY COM 0.0%
Value ($000) $28 Shares 288 Est. Cost $86.77 Unrealized 0.0%
SUPERIOR INDS INTL COM 0.0%
Value ($000) $27 Shares 6,160 Est. Cost $4.38 Unrealized
BP BP ADR SPONSORED 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $214.98 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS COM 0.0%
Value ($000) $25 Shares 493 Est. Cost $40.39 Unrealized 0.0%
MRK MERCK & CO INC COM 0.0%
Value ($000) $25 Shares 336 Est. Cost $69.89 Unrealized 0.0%
LLY ELI LILLY AND COMPANY COM 0.0%
Value ($000) $24 Shares 90 Est. Cost $243.85 Unrealized 0.0%
GIGB GOLDMAN SACHS ETF TRUST ACCESS INVT GR ETF 0.0%
Value ($000) $24 Shares 445 Est. Cost $53.93 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $24 Shares 468 Est. Cost $47.29 Unrealized 0.0%
SPY SPDR S&P500 ETF TRUST PUT December 240 0.0%
Value ($000) $22 Shares 31 Est. Cost $400.00 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $22 Shares 389 Est. Cost $40.23 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP COM 0.0%
Value ($000) $21 Shares 320 Est. Cost $56.16 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP COM 0.0%
Value ($000) $21 Shares 146 Est. Cost $143.40 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $20 Shares 126 Est. Cost $134.13 Unrealized 0.0%
PIMCO HIGH INCOME FUND COM SHS 0.0%
Value ($000) $20 Shares 3,409 Est. Cost $5.87 Unrealized
VOE VANGUARD MCAP VL IDXVIP ETF 0.0%
Value ($000) $20 Shares 137 Est. Cost $145.99 Unrealized
STKL SUNOPTA INC COM 0.0%
Value ($000) $20 Shares 3,000 Est. Cost $7.24 Unrealized 0.0%
SVOL SIMPLIFY EXCHANGE TRADED FDS VOLATILITY PREMIUM ETF 0.0%
Value ($000) $19 Shares 725 Est. Cost $26.21 Unrealized
INVESCO EXCHANGE TRADED SELF 0.0%
Value ($000) $19 Shares 847 Est. Cost $22.43 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.0%
Value ($000) $19 Shares 1,390 Est. Cost $13.67 Unrealized
IVE ISHARES TRUST S&P 500 VAL ETF 0.0%
Value ($000) $18 Shares 115 Est. Cost $156.52 Unrealized
VBR VANGUARD SM CP VAL ETF 0.0%
Value ($000) $17 Shares 99 Est. Cost $171.72 Unrealized
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.0%
Value ($000) $16 Shares 408 Est. Cost $39.22 Unrealized
MARATHON OIL CORPORATION COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
IVV ISHARES TRUST CORE S&P500 ETF 0.0%
Value ($000) $15 Shares 33 Est. Cost $454.55 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 365 Est. Cost $43.11 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $15 Shares 24 Est. Cost $51.79 Unrealized 0.0%
PODD INSULET CORPORATION COM 0.0%
Value ($000) $15 Shares 58 Est. Cost $290.11 Unrealized 0.0%
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF 0.0%
Value ($000) $15 Shares 255 Est. Cost $58.82 Unrealized
VOT VANGUARD MCAP GR IDXVIP ETF 0.0%
Value ($000) $15 Shares 59 Est. Cost $254.24 Unrealized
IEMG ISHARES INC CORE MSCI EMKT ETF 0.0%
Value ($000) $14 Shares 242 Est. Cost $57.85 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $13 Shares 507 Est. Cost $25.64 Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.0%
Value ($000) $13 Shares 153 Est. Cost $73.87 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $13 Shares 143 Est. Cost $76.29 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value ($000) $13 Shares 41 Est. Cost $314.89 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $13 Shares 26 Est. Cost $452.39 Unrealized 0.0%
MDLZ MONDELEZ INTL INC COM CL A 0.0%
Value ($000) $13 Shares 200 Est. Cost $55.31 Unrealized 0.0%
AZN ASTRAZENECA ADR SPONSORED 0.0%
Value ($000) $13 Shares 234 Est. Cost $55.56 Unrealized
EATON VANCE LTD COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $13.00 Unrealized
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $13 Shares 24 Est. Cost $488.10 Unrealized 0.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $13 Shares 20 Est. Cost $756.48 Unrealized 0.0%
STX SEAGATE TECHONOLOGY HLDG COM 0.0%
Value ($000) $13 Shares 120 Est. Cost $84.69 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $13 Shares 33 Est. Cost $388.51 Unrealized 0.0%
BIDU BAIDU INC ADR 0.0%
Value ($000) $12 Shares 81 Est. Cost $148.15 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $12 Shares 85 Est. Cost $133.10 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $134.42 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $12 Shares 35 Est. Cost $65.81 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $12 Shares 44 Est. Cost $27.46 Unrealized 0.0%
ENERPLUS CORPORATION COM 0.0%
Value ($000) $11 Shares 1,055 Est. Cost $10.43 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $196.64 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value ($000) $11 Shares 68 Est. Cost $138.21 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $11 Shares 169 Est. Cost $56.65 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $146.06 Unrealized 0.0%
FXI ISHARES TRUST CHINA LG-CAP ETF 0.0%
Value ($000) $11 Shares 306 Est. Cost $35.95 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $11 Shares 84 Est. Cost $118.20 Unrealized 0.0%
FAST FASTENAL COM 0.0%
Value ($000) $11 Shares 186 Est. Cost $26.67 Unrealized 0.0%
GOOG ALPHABET INC COM CL C 0.0%
Value ($000) $11 Shares 4 Est. Cost $143.45 Unrealized 0.0%
DTM DT MIDSTREAM INC COM 0.0%
Value ($000) $11 Shares 246 Est. Cost $39.86 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $11 Shares 47 Est. Cost $40.72 Unrealized 0.0%
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $10 Shares 16 Est. Cost $625.00 Unrealized
IJH ISHARES TRUST CORE S&P MCP ETF 0.0%
Value ($000) $10 Shares 37 Est. Cost $270.27 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $10 Shares 73 Est. Cost $136.99 Unrealized
MCD MCDONALD'S CORPORATION COM 0.0%
Value ($000) $10 Shares 41 Est. Cost $229.60 Unrealized 0.0%
VBK VANGUARD SML CP GRW ETF 0.0%
Value ($000) $9 Shares 33 Est. Cost $272.73 Unrealized
EWH ISHARES INC MSCI HONG KG ETF 0.0%
Value ($000) $9 Shares 396 Est. Cost $22.73 Unrealized
IVW ISHARES TRUST S&P 500 GRWT ETF 0.0%
Value ($000) $9 Shares 116 Est. Cost $77.59 Unrealized
C CITIGROUP INC COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $57.18 Unrealized 0.0%
UNILEVER PLC ADR SPONSORED 0.0%
Value ($000) $8 Shares 165 Est. Cost $48.48 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
KO COCA-COLA CO COM 0.0%
Value ($000) $8 Shares 137 Est. Cost $49.18 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 69 Est. Cost $115.94 Unrealized
WTPI WISDOMTREE TRUST CBOE S&P 500 ETF 0.0%
Value ($000) $7 Shares 219 Est. Cost $31.96 Unrealized
HOG HARLEY DAVIDSON COM 0.0%
Value ($000) $7 Shares 202 Est. Cost $37.32 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $151.43 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP COM USD0.01 0.0%
Value ($000) $7 Shares 38 Est. Cost $150.02 Unrealized 0.0%
XYZ BLOCK INC COM CL A 0.0%
Value ($000) $6 Shares 42 Est. Cost $216.70 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $6 Shares 140 Est. Cost $32.79 Unrealized 0.0%
LTC LTC PROPERTIES INC COM USD0.01 0.0%
Value ($000) $6 Shares 193 Est. Cost $31.09 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $6 Shares 66 Est. Cost $90.91 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $6 Shares 58 Est. Cost $103.40 Unrealized 0.0%
GLAXOSMITHKLINE ADR SPONSORED 0.0%
Value ($000) $5 Shares 114 Est. Cost $43.86 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $187.06 Unrealized 0.0%
ACN ACCENTURE PLC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $343.31 Unrealized 0.0%
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $5 Shares 363 Est. Cost $13.20 Unrealized 0.0%
TQQQ PROSHARES TRUST ULTRAPRO QQQ ETF 0.0%
Value ($000) $5 Shares 31 Est. Cost $161.29 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $422.19 Unrealized 0.0%
NVS NOVARTIS AG ADR SPONSORED 0.0%
Value ($000) $5 Shares 67 Est. Cost $74.63 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $5 Shares 263 Est. Cost $14.00 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $5 Shares 54 Est. Cost $115.22 Unrealized 0.0%
W WAYFAIR INC COM CL A 0.0%
Value ($000) $5 Shares 30 Est. Cost $236.00 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $211.28 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC COM CL A 0.0%
Value ($000) $5 Shares 8 Est. Cost $680.89 Unrealized 0.0%
PFIX SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY INT RATE HEDGE ETF 0.0%
Value ($000) $4 Shares 131 Est. Cost $30.53 Unrealized
YUMC YUM CHINA HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 84 Est. Cost $54.25 Unrealized 0.0%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $4 Shares 104 Est. Cost $35.04 Unrealized 0.0%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $4 Shares 272 Est. Cost $16.95 Unrealized 0.0%
BLACKROCK ENH CAP & INC FD INC COM 0.0%
Value ($000) $4 Shares 202 Est. Cost $19.80 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $58.80 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $344.06 Unrealized 0.0%
CL COLGATE-PALMOLIVE CO COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $70.92 Unrealized 0.0%
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $400.00 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $106.90 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $41.02 Unrealized 0.0%
SL GREEN RLTY CORP 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.18 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $308.96 Unrealized 0.0%
AM ANTERO MIDSTREAM CORPORATION COM 0.0%
Value ($000) $3 Shares 388 Est. Cost $7.64 Unrealized 0.0%
CWEN/A CLEARWAY ENERGY INC COM CL A 0.0%
Value ($000) $3 Shares 102 Est. Cost $25.91 Unrealized 0.0%
ATLANTICA SUSTAINABLE INFR PLC COM 0.0%
Value ($000) $3 Shares 87 Est. Cost $34.48 Unrealized
NIO NIO INC ADR 0.0%
Value ($000) $3 Shares 123 Est. Cost $24.39 Unrealized
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $61.56 Unrealized 0.0%
CMCSA COMCAST CORP COM CL A 0.0%
Value ($000) $3 Shares 73 Est. Cost $46.14 Unrealized 0.0%
IWD ISHARES TRUST RUS 1000 VAL ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
INDA ISHARES TRUST MSCI INDIA ETF 0.0%
Value ($000) $3 Shares 84 Est. Cost $35.71 Unrealized
NUVEEN REAL ASSET INC & GROWTH COM 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
WFC WELLS FARGO & COMPANY COM 0.0%
Value ($000) $3 Shares 68 Est. Cost $44.41 Unrealized 0.0%
ALPINE 4 HOLDINGS INC COM CL A 0.0%
Value ($000) $3 Shares 1,705 Est. Cost $1.76 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $2 Shares 159 Est. Cost $13.89 Unrealized 0.0%
DDD 3 D SYSTEMS INC COM 0.0%
Value ($000) $2 Shares 101 Est. Cost $25.23 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $65.12 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $2 Shares 127 Est. Cost $13.96 Unrealized 0.0%
RITM NEW RESIDENTIAL INVT CORP COM NPV 0.0%
Value ($000) $2 Shares 265 Est. Cost $7.55 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $106.49 Unrealized 0.0%
MKL MARKEL CORP COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1261.86 Unrealized 0.0%
LADR LADDER CAPITAL CORP 0.0%
Value ($000) $2 Shares 249 Est. Cost $8.03 Unrealized
VSS VANGUARD FTSE SMCAP ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
NHI NATIONAL HEALTH INVESTORS 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
IWS ISHARES TRUST RUS MDCP VAL ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
CCL CARNIVAL CORP UNITS 0.0%
Value ($000) $2 Shares 103 Est. Cost $21.39 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $58.41 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $45.04 Unrealized 0.0%
OBDC OWL ROCK CAPITAL CORPORATION COM 0.0%
Value ($000) $2 Shares 155 Est. Cost $8.95 Unrealized 0.0%
CI CIGNA CORPORATION COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $197.24 Unrealized 0.0%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $48.39 Unrealized 0.0%
STWD STARWOOD PROPERTY TRUST INC COM 0.0%
Value ($000) $2 Shares 91 Est. Cost $21.98 Unrealized
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $2 Shares 140 Est. Cost $21.59 Unrealized 0.0%
WMB WILLIAMS COMPANIES INC COM 0.0%
Value ($000) $2 Shares 93 Est. Cost $22.75 Unrealized 0.0%
OKE ONEOK INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $49.62 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value ($000) $2 Shares 93 Est. Cost $21.51 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $121.27 Unrealized 0.0%
TWO HARBORS INVESMENT CORP 0.0%
Value ($000) $2 Shares 460 Est. Cost $4.35 Unrealized
ENSTAR GROUP LIMITED COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
EG EVEREST RE GROUP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $250.43 Unrealized 0.0%
TILRAY INC COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $249.80 Unrealized 0.0%
BNS BANK OF NOVA SCOTIA COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $52.85 Unrealized 0.0%
HPQ HP INCORPORATION COM 0.0%
Value ($000) $2 Shares 64 Est. Cost $28.19 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $101.71 Unrealized 0.0%
AQN ALGONQUIN POWER & UTILITIES CO COM 0.0%
Value ($000) $2 Shares 162 Est. Cost $11.41 Unrealized 0.0%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
AGG ISHARES TRUST PUT March 117 0.0%
Value ($000) $1 Shares 6 Est. Cost Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $43.43 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
DELL DELL TECHNOLOGIES INC COM CL C 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.11 Unrealized 0.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $219.62 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $1 Shares 77 Est. Cost $18.71 Unrealized 0.0%
GOVI INVESCO EXCHANGE TRADED FUND 0.0%
Value ($000) $1 Shares 54 Est. Cost $18.52 Unrealized
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A 0.0%
Value ($000) $1 Shares 62 Est. Cost $16.13 Unrealized
VIRGIN GALACTIC HLDGS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BKD BROOKDALE SENIOR LIVING INC COM 0.0%
Value ($000) $1 Shares 365 Est. Cost $6.24 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $1 Shares 64 Est. Cost $13.35 Unrealized 0.0%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $76.31 Unrealized 0.0%
VOD VODAFONE GROUP ADR SPONSORED 0.0%
Value ($000) $1 Shares 96 Est. Cost $10.42 Unrealized
QUALTRICS INTERNATIONAL INC COM CL A 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $127.76 Unrealized 0.0%
RH RH COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $615.20 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $85.49 Unrealized 0.0%
WSM WILLIAMS-SONOMA INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.90 Unrealized 0.0%
WGO WINNEBAGO INDUSTRIES INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $71.98 Unrealized 0.0%
WOLFSPEED INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
WK WORKIVA INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $141.03 Unrealized 0.0%
HAYW HAYWARD HLDGS INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $24.25 Unrealized 0.0%
PSTG PURE STORAGE INC COM CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $29.02 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $126.23 Unrealized 0.0%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $32.58 Unrealized 0.0%
ZYNGA INC COM CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
GDYN GRID DYNAMICS HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 14 Est. Cost $34.56 Unrealized 0.0%
PFF ISHARES TRUST PUT January 37 0.0%
Value ($000) $0 Shares 4 Est. Cost $39.22 Unrealized
SHY ISHARES TRUST PUT January 85 0.0%
Value ($000) $0 Shares 129 Est. Cost $85.94 Unrealized
TBT PROSHARES TRUST PUT January 14 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
XLU SELECT SECTOR SPDR TRUST PUT January 63 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PLUG PLUG POWER INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $34.60 Unrealized 0.0%
SIMO SILICON MOTION TECHNOLOGY CORP ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
PERI PERION NETWORK LTD COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $24.40 Unrealized 0.0%
GLOB GLOBANT SA COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $295.88 Unrealized 0.0%
PERFICIENT INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TSLX SIXTH ST SPECIALTY LENDNG INC COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $23.49 Unrealized 0.0%
SKY SKYLINE CHAMPION CORPORATION COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $72.19 Unrealized 0.0%
PZZA PAPA JOHNS INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $111.95 Unrealized 0.0%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
SPT SPROUT SOCIAL INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $113.33 Unrealized 0.0%
OGN ORGANON & CO COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $26.97 Unrealized 0.0%
SLVM SYLVAMO CORPORATION COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.31 Unrealized 0.0%
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $238.88 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $214.19 Unrealized 0.0%
TECHTARGET INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
GME GAMESTOP CORPORATION COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.47 Unrealized 0.0%
THO THOR INDUSTRIES COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $99.20 Unrealized 0.0%
NVT NVENT ELECTRIC PLC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $33.41 Unrealized 0.0%
NTNX NUTANIX INC COM CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $34.30 Unrealized 0.0%
UCTT ULTRA CLEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $52.01 Unrealized 0.0%
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $0 Shares 28 Est. Cost $19.43 Unrealized 0.0%
NIKOLA CORPORATION COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
UNITY BIOTECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
URBN URBAN OUTFITTERS INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $31.70 Unrealized 0.0%
BUZZ VANECK ETF TRUST VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
MEG MONTROSE ENVIRONMENTAL GRP INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $69.28 Unrealized 0.0%
MIMECAST LIMITED COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
IAA INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
MICRO FOCUS INTERNATIONAL PLC ADR SPONSORED 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
VRNS VARONIS SYSTEMS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $56.95 Unrealized 0.0%
VECO VEECO INSTRUMENTS INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost $25.48 Unrealized 0.0%
VERI VERITONE INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost $25.67 Unrealized 0.0%
MXL MAXLINEAR INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $64.03 Unrealized 0.0%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
VMWARE INC COM CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.57 Unrealized 0.0%
DIS WALT DISNEY COMPANY 0.0%
Value ($000) $0 Shares 2 Est. Cost $157.79 Unrealized 0.0%
EVH EVOLENT HEALTH INC COM CL A 0.0%
Value ($000) $0 Shares 22 Est. Cost $28.69 Unrealized 0.0%
ACEL ACCEL ENTERTAINMENT INC COM CL A 0.0%
Value ($000) $0 Shares 47 Est. Cost $12.70 Unrealized 0.0%
EVERI HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
SHOO MADDEN (STEVEN) COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $41.77 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $108.85 Unrealized 0.0%
ACI ALBERTSONS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $21.44 Unrealized 0.0%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
AOSL ALPHA & OMEGA SEMI COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $43.30 Unrealized 0.0%
AMBA AMBARELLA INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $185.38 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $208.64 Unrealized 0.0%
LAD LITHIA MOTORS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $308.90 Unrealized 0.0%
AMN AMN HEALTHCARE SERVICES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $111.02 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $0 Shares 177 Est. Cost $4.70 Unrealized 0.0%
DAVA ENDAVA PLC ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $59.25 Unrealized 0.0%
KSS KOHLS CORPORATION COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $51.10 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.02 Unrealized 0.0%
CMRC BIGCOMMERCE HLDGS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $47.05 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $62.43 Unrealized 0.0%
BLUEPRINT MEDICINES CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
DXC DXC TECHNOLOGY COMPANY COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.58 Unrealized 0.0%
BOOT BOOT BARN HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $112.98 Unrealized 0.0%
CALX CALIX INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $65.29 Unrealized 0.0%
CAMT CAMTEK COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $41.91 Unrealized 0.0%
CASY CASEY'S GENERAL STORES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $188.50 Unrealized 0.0%
PLCE CHILDREN'S PLACE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $87.92 Unrealized 0.0%
DFIN DONNELLEY FIN SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $43.35 Unrealized 0.0%
DIOD DIODES INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $101.39 Unrealized 0.0%
IWN ISHARES TRUST RUS 2000 VAL ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
IWM ISHARES TRUST PUT March 207 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
COUPA SOFTWARE INCORPORATED COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CRTO CRITEO S.A ADR 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
CCRN CROSS COUNTRY HEALTHCARE INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $24.24 Unrealized 0.0%
MBB ISHARES TRUST MBS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized