WBI INVESTMENTS, INC. Quant / Systematic

CIK: 0001397424 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 2, 2022

Total Value ($000): $617,923 (100.0% shares, 0.0% debt)

Holdings (177)

SRLN SPDR BLACKSTONE SENIOR LOAN ETF 5.6%
Value ($000) $34,311 Shares 766,882 Est. Cost $44.74 Unrealized
WBIY WBI POWER FACTOR HIGH DIVIDEND ETF 5.4%
Value ($000) $33,552 Shares 1,174,353 Est. Cost $26.31 Unrealized
WBIF WBI BULLBEAR VALUE 3000 ETF 4.5%
Value ($000) $28,082 Shares 893,272 Est. Cost $27.00 Unrealized
WBIG WBI BULLBEAR YIELD 3000 ETF 4.2%
Value ($000) $25,686 Shares 926,817 Est. Cost $24.43 Unrealized
WBIL WBI BULLBEAR QUALITY 3000 ETF 4.0%
Value ($000) $25,025 Shares 815,427 Est. Cost $26.26 Unrealized
WBI BULLBEAR GLOBAL INCOME ETF 3.8%
Value ($000) $23,447 Shares 1,041,133 Est. Cost $24.76 Unrealized
WBI BULLBEAR TREND SWITCH US 3000 TOTAL RETURN ETF 2.5%
Value ($000) $15,611 Shares 730,667 Est. Cost $20.53 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 2.3%
Value ($000) $14,099 Shares 62,039 Est. Cost $227.26 Unrealized
IWV ISHARES RUSSELL 3000 ETF 2.1%
Value ($000) $12,792 Shares 48,844 Est. Cost $261.90 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 1.6%
Value ($000) $9,977 Shares 186,880 Est. Cost $53.39 Unrealized
CVX CHEVRON CORP 1.5%
Value ($000) $9,421 Shares 59,194 Est. Cost $110.09 Unrealized +11.5%
ABBV ABBVIE INC 1.5%
Value ($000) $9,327 Shares 58,983 Est. Cost $97.44 Unrealized +29.7%
VB VANGUARD SMALL-CAP ETF 1.4%
Value ($000) $8,949 Shares 42,231 Est. Cost $211.91 Unrealized
KMI KINDER MORGAN INC 1.4%
Value ($000) $8,939 Shares 484,425 Est. Cost $14.19 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 1.4%
Value ($000) $8,939 Shares 43,681 Est. Cost $204.64 Unrealized
PTMC PACER TRENDPILOT US MID CAP ETF 1.4%
Value ($000) $8,800 Shares 258,472 Est. Cost $35.24 Unrealized
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $7,950 Shares 146,267 Est. Cost $50.41 Unrealized -0.3%
ELV ANTHEM INC 1.3%
Value ($000) $7,945 Shares 16,761 Est. Cost $424.70 Unrealized +1.9%
ORI OLD REPUBLIC INTERNATIONAL CORP 1.2%
Value ($000) $7,579 Shares 301,955 Est. Cost $18.50 Unrealized +4.2%
BKR BAKER HUGHES CO 1.2%
Value ($000) $7,390 Shares 208,140 Est. Cost $22.36 Unrealized +23.8%
FE FIRSTENERGY CORP 1.1%
Value ($000) $6,688 Shares 148,831 Est. Cost $36.12 Unrealized 0.0%
PIONEER NATURAL RESOURCES CO 1.1%
Value ($000) $6,603 Shares 27,036 Est. Cost $244.23 Unrealized
UNM UNUM GROUP 1.0%
Value ($000) $6,450 Shares 205,728 Est. Cost $27.12 Unrealized +3.0%
WSO WATSCO INC 1.0%
Value ($000) $6,356 Shares 21,428 Est. Cost $285.22 Unrealized 0.0%
MRK MERCK & CO INC 1.0%
Value ($000) $6,347 Shares 79,182 Est. Cost $69.85 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 1.0%
Value ($000) $6,336 Shares 42,324 Est. Cost $114.51 Unrealized +18.9%
PRU PRUDENTIAL FINANCIAL INC 0.9%
Value ($000) $5,718 Shares 49,921 Est. Cost $94.13 Unrealized 0.0%
KO COCA-COLA CO/THE 0.9%
Value ($000) $5,708 Shares 95,483 Est. Cost $54.06 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $5,620 Shares 26,213 Est. Cost $177.17 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.9%
Value ($000) $5,390 Shares 52,547 Est. Cost $69.82 Unrealized +6.4%
DOW DOW INC 0.9%
Value ($000) $5,355 Shares 84,233 Est. Cost $49.02 Unrealized -1.6%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $5,307 Shares 10,598 Est. Cost $451.15 Unrealized 0.0%
AVGO BROADCOM INC 0.8%
Value ($000) $5,123 Shares 8,458 Est. Cost $55.08 Unrealized 0.0%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.8%
Value ($000) $4,997 Shares 243,602 Est. Cost $21.01 Unrealized
AMGN AMGEN INC 0.8%
Value ($000) $4,991 Shares 20,820 Est. Cost $201.66 Unrealized +0.8%
EOG EOG RESOURCES INC 0.8%
Value ($000) $4,966 Shares 42,328 Est. Cost $58.82 Unrealized +58.9%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $4,867 Shares 68,190 Est. Cost $56.83 Unrealized 0.0%
GWW WW GRAINGER INC 0.8%
Value ($000) $4,737 Shares 9,468 Est. Cost $462.69 Unrealized +2.3%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.8%
Value ($000) $4,728 Shares 200,333 Est. Cost $25.26 Unrealized
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $4,491 Shares 46,721 Est. Cost $87.45 Unrealized 0.0%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.7%
Value ($000) $4,433 Shares 115,469 Est. Cost $36.39 Unrealized
OMC OMNICOM GROUP INC 0.7%
Value ($000) $4,381 Shares 52,470 Est. Cost $64.69 Unrealized +8.5%
KHC KRAFT HEINZ CO/THE 0.7%
Value ($000) $4,332 Shares 110,019 Est. Cost $28.24 Unrealized +9.9%
FANG DIAMONDBACK ENERGY INC 0.7%
Value ($000) $4,297 Shares 32,838 Est. Cost $89.41 Unrealized +20.4%
AON AON PLC 0.7%
Value ($000) $4,245 Shares 13,390 Est. Cost $282.81 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $4,211 Shares 7,626 Est. Cost $497.74 Unrealized +0.6%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.7%
Value ($000) $4,163 Shares 32,031 Est. Cost $102.56 Unrealized +9.3%
GIS GENERAL MILLS INC 0.7%
Value ($000) $4,123 Shares 62,319 Est. Cost $58.78 Unrealized 0.0%
WU WESTERN UNION CO/THE 0.6%
Value ($000) $3,624 Shares 193,441 Est. Cost $18.97 Unrealized
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $3,528 Shares 86,794 Est. Cost $39.89 Unrealized 0.0%
CB CHUBB LTD 0.6%
Value ($000) $3,515 Shares 17,281 Est. Cost $192.91 Unrealized 0.0%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.5%
Value ($000) $3,211 Shares 19,273 Est. Cost $154.51 Unrealized
KEY KEYCORP 0.5%
Value ($000) $3,181 Shares 148,657 Est. Cost $17.85 Unrealized +13.7%
SLB SCHLUMBERGER NV 0.5%
Value ($000) $3,068 Shares 77,018 Est. Cost $35.90 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,900 Shares 56,938 Est. Cost $42.10 Unrealized -1.4%
MMM 3M CO 0.5%
Value ($000) $2,893 Shares 19,434 Est. Cost $114.60 Unrealized 0.0%
AGZ ISHARES AGENCY BOND ETF 0.5%
Value ($000) $2,830 Shares 25,363 Est. Cost $117.76 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.5%
Value ($000) $2,829 Shares 9,318 Est. Cost $295.35 Unrealized
DVN DEVON ENERGY CORP 0.5%
Value ($000) $2,829 Shares 48,099 Est. Cost $33.60 Unrealized +32.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.4%
Value ($000) $2,752 Shares 29,302 Est. Cost $62.68 Unrealized +32.1%
TAP MOLSON COORS BEVERAGE CO 0.4%
Value ($000) $2,673 Shares 51,957 Est. Cost $44.64 Unrealized 0.0%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.4%
Value ($000) $2,662 Shares 55,275 Est. Cost $44.94 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $2,584 Shares 34,504 Est. Cost $69.90 Unrealized
SCCO SOUTHERN COPPER CORP 0.4%
Value ($000) $2,568 Shares 34,994 Est. Cost $55.28 Unrealized +1.4%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.4%
Value ($000) $2,546 Shares 33,627 Est. Cost $75.71 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.4%
Value ($000) $2,533 Shares 71,193 Est. Cost $35.58 Unrealized
TRV TRAVELERS COS INC/THE 0.4%
Value ($000) $2,392 Shares 14,020 Est. Cost $158.80 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,391 Shares 40,221 Est. Cost $54.70 Unrealized +0.8%
WMT WALMART INC 0.4%
Value ($000) $2,378 Shares 16,242 Est. Cost $44.59 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $2,265 Shares 16,790 Est. Cost $127.06 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.4%
Value ($000) $2,235 Shares 8,031 Est. Cost $263.09 Unrealized
MBB ISHARES MBS ETF 0.3%
Value ($000) $2,110 Shares 20,963 Est. Cost $105.31 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $2,069 Shares 10,222 Est. Cost $191.32 Unrealized 0.0%
HAL HALLIBURTON CO 0.3%
Value ($000) $2,017 Shares 56,335 Est. Cost $29.85 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $2,016 Shares 43,699 Est. Cost $43.35 Unrealized -10.8%
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $1,995 Shares 15,144 Est. Cost $139.37 Unrealized -4.7%
KBR KBR INC 0.3%
Value ($000) $1,983 Shares 38,847 Est. Cost $44.38 Unrealized +5.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,969 Shares 11,319 Est. Cost $151.80 Unrealized 0.0%
OLN OLIN CORP 0.3%
Value ($000) $1,954 Shares 37,389 Est. Cost $47.19 Unrealized 0.0%
AAPL APPLE INC 0.3%
Value ($000) $1,945 Shares 11,142 Est. Cost $164.84 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,935 Shares 19,351 Est. Cost $62.64 Unrealized +27.2%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $1,913 Shares 21,137 Est. Cost $91.09 Unrealized
HANESBRANDS INC 0.3%
Value ($000) $1,904 Shares 127,943 Est. Cost $14.88 Unrealized
JPMORGAN BETABUILDERS 1-5 YEAR US AGGREGATE BOND ETF 0.3%
Value ($000) $1,850 Shares 38,286 Est. Cost $50.28 Unrealized
FNF FIDELITY NATIONAL FINANCIAL INC 0.3%
Value ($000) $1,845 Shares 39,776 Est. Cost $35.83 Unrealized +9.7%
JPSE JPMORGAN DIVERSIFIED RETURN US SMALL CAP EQUITY ETF 0.3%
Value ($000) $1,827 Shares 42,044 Est. Cost $44.78 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $1,778 Shares 39,732 Est. Cost $46.14 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $1,765 Shares 7,134 Est. Cost $247.41 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,756 Shares 4,291 Est. Cost $409.23 Unrealized
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $1,714 Shares 61,427 Est. Cost $26.58 Unrealized -6.4%
RRR RED ROCK RESORTS INC 0.3%
Value ($000) $1,644 Shares 35,341 Est. Cost $47.69 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $1,623 Shares 33,276 Est. Cost $40.49 Unrealized +4.9%
TPR TAPESTRY INC 0.3%
Value ($000) $1,610 Shares 43,338 Est. Cost $34.34 Unrealized 0.0%
MTB M&T BANK CORP 0.3%
Value ($000) $1,602 Shares 9,454 Est. Cost $155.43 Unrealized 0.0%
CRANE CO 0.3%
Value ($000) $1,598 Shares 15,662 Est. Cost $102.03 Unrealized
OMF ONEMAIN HOLDINGS INC 0.2%
Value ($000) $1,493 Shares 31,497 Est. Cost $55.06 Unrealized -9.5%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.2%
Value ($000) $1,482 Shares 17,033 Est. Cost $85.73 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,454 Shares 28,693 Est. Cost $33.42 Unrealized +11.1%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.2%
Value ($000) $1,446 Shares 24,761 Est. Cost $60.94 Unrealized
BIG 5 SPORTING GOODS CORP 0.2%
Value ($000) $1,402 Shares 81,804 Est. Cost $18.00 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $1,379 Shares 17,360 Est. Cost $50.03 Unrealized +20.0%
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $1,374 Shares 39,492 Est. Cost $38.33 Unrealized 0.0%
SO SOUTHERN CO/THE 0.2%
Value ($000) $1,276 Shares 17,598 Est. Cost $53.77 Unrealized +9.2%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $1,268 Shares 22,374 Est. Cost $44.62 Unrealized +10.2%
ZIM ZIM INTEGRATED SHIPPING SERVICES LTD 0.2%
Value ($000) $1,255 Shares 17,264 Est. Cost $69.18 Unrealized 0.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $1,255 Shares 43,608 Est. Cost $30.43 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.2%
Value ($000) $1,177 Shares 11,807 Est. Cost $79.21 Unrealized 0.0%
UMPQUA HOLDINGS CORP 0.2%
Value ($000) $1,128 Shares 59,853 Est. Cost $18.85 Unrealized
NWL NEWELL BRANDS INC 0.2%
Value ($000) $1,114 Shares 52,064 Est. Cost $19.21 Unrealized +0.6%
BX BLACKSTONE INC 0.2%
Value ($000) $1,090 Shares 8,690 Est. Cost $107.20 Unrealized 0.0%
XRX XEROX HOLDINGS CORP 0.2%
Value ($000) $1,074 Shares 53,278 Est. Cost $19.88 Unrealized +5.8%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $1,068 Shares 31,823 Est. Cost $28.33 Unrealized 0.0%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.2%
Value ($000) $977 Shares 32,713 Est. Cost $32.51 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $952 Shares 11,025 Est. Cost $72.84 Unrealized 0.0%
NRG NRG ENERGY INC 0.2%
Value ($000) $927 Shares 24,190 Est. Cost $35.00 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $919 Shares 12,526 Est. Cost $48.23 Unrealized +30.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $910 Shares 11,023 Est. Cost $53.90 Unrealized +25.9%
EXE CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $902 Shares 10,378 Est. Cost $60.07 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $900 Shares 38,105 Est. Cost $14.91 Unrealized 0.0%
VTRS VIATRIS INC 0.1%
Value ($000) $894 Shares 82,196 Est. Cost $11.05 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $876 Shares 32,496 Est. Cost $19.24 Unrealized 0.0%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $875 Shares 6,396 Est. Cost $134.53 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $867 Shares 11,768 Est. Cost $63.36 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $858 Shares 15,147 Est. Cost $50.63 Unrealized 0.0%
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value ($000) $856 Shares 18,899 Est. Cost $43.32 Unrealized 0.0%
USB US BANCORP 0.1%
Value ($000) $851 Shares 16,025 Est. Cost $47.84 Unrealized 0.0%
SOUTH JERSEY INDUSTRIES INC 0.1%
Value ($000) $848 Shares 24,555 Est. Cost $26.10 Unrealized
FNB FNB CORP/PA 0.1%
Value ($000) $840 Shares 67,542 Est. Cost $10.49 Unrealized +9.3%
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $788 Shares 2,762 Est. Cost $282.03 Unrealized
PG PROCTER & GAMBLE CO/THE 0.1%
Value ($000) $763 Shares 4,997 Est. Cost $142.14 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $684 Shares 1,957 Est. Cost $369.50 Unrealized -2.8%
RL RALPH LAUREN CORP 0.1%
Value ($000) $639 Shares 5,641 Est. Cost $108.43 Unrealized 0.0%
WLK WESTLAKE CORP 0.1%
Value ($000) $625 Shares 5,067 Est. Cost $102.15 Unrealized 0.0%
NAVI NAVIENT CORP 0.1%
Value ($000) $610 Shares 35,808 Est. Cost $15.45 Unrealized +18.8%
VIRT VIRTU FINANCIAL INC 0.1%
Value ($000) $607 Shares 16,321 Est. Cost $25.65 Unrealized +28.8%
FULT FULTON FINANCIAL CORP 0.1%
Value ($000) $574 Shares 34,538 Est. Cost $13.55 Unrealized +11.7%
CWEN CLEARWAY ENERGY INC 0.1%
Value ($000) $573 Shares 15,706 Est. Cost $27.54 Unrealized 0.0%
DDS DILLARD'S INC 0.1%
Value ($000) $540 Shares 2,141 Est. Cost $209.47 Unrealized 0.0%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $535 Shares 11,427 Est. Cost $47.20 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.1%
Value ($000) $533 Shares 11,191 Est. Cost $50.22 Unrealized
IDU ISHARES US UTILITIES ETF 0.1%
Value ($000) $532 Shares 5,955 Est. Cost $80.89 Unrealized
M MACY'S INC 0.1%
Value ($000) $512 Shares 22,496 Est. Cost $25.63 Unrealized 0.0%
SR SPIRE INC 0.1%
Value ($000) $509 Shares 7,101 Est. Cost $71.68 Unrealized
TDS TELEPHONE AND DATA SYSTEMS INC 0.1%
Value ($000) $498 Shares 26,381 Est. Cost $19.34 Unrealized 0.0%
GUESS INC 0.1%
Value ($000) $485 Shares 22,206 Est. Cost $21.84 Unrealized
MC MOELIS & CO 0.1%
Value ($000) $476 Shares 10,153 Est. Cost $42.65 Unrealized 0.0%
RHI ROBERT HALF INTERNATIONAL INC 0.1%
Value ($000) $471 Shares 4,468 Est. Cost $115.35 Unrealized 0.0%
KTB KONTOOR BRANDS INC 0.1%
Value ($000) $463 Shares 11,209 Est. Cost $47.18 Unrealized 0.0%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value ($000) $454 Shares 18,407 Est. Cost $26.85 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $445 Shares 1,084 Est. Cost $411.35 Unrealized
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC 0.1%
Value ($000) $445 Shares 11,325 Est. Cost $33.51 Unrealized -13.8%
HCSG HEALTHCARE SERVICES GROUP INC 0.1%
Value ($000) $437 Shares 23,540 Est. Cost $17.25 Unrealized 0.0%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $428 Shares 8,707 Est. Cost $42.79 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $412 Shares 1,659 Est. Cost $245.57 Unrealized
SYSB ISHARES U.S. FIXED INCOME BALANCED RISK FACTOR ETF 0.1%
Value ($000) $400 Shares 4,396 Est. Cost $98.48 Unrealized
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value ($000) $391 Shares 1,982 Est. Cost $180.95 Unrealized
JPUS JPMORGAN DIVERSIFIED RETURN US EQUITY ETF 0.1%
Value ($000) $389 Shares 3,774 Est. Cost $96.77 Unrealized
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.1%
Value ($000) $387 Shares 2,674 Est. Cost $153.51 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $334 Shares 5,123 Est. Cost $62.98 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.1%
Value ($000) $310 Shares 4,138 Est. Cost $74.92 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $296 Shares 3,836 Est. Cost $80.36 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $295 Shares 6,051 Est. Cost $51.08 Unrealized
IQ S&P HIGH YIELD LOW VOLATILITY BOND ETF 0.0%
Value ($000) $282 Shares 12,223 Est. Cost $25.02 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $281 Shares 8,347 Est. Cost $36.69 Unrealized
SMDV PROSHARES TRUST-PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $269 Shares 4,241 Est. Cost $65.37 Unrealized
HESM HESS MIDSTREAM LP 0.0%
Value ($000) $269 Shares 8,977 Est. Cost $18.55 Unrealized +18.8%
ODFL OLD DOMINION FREIGHT LINE INC 0.0%
Value ($000) $262 Shares 992 Est. Cost $152.53 Unrealized 0.0%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value ($000) $258 Shares 2,222 Est. Cost $113.98 Unrealized
RGR STURM RUGER & CO INC 0.0%
Value ($000) $253 Shares 3,637 Est. Cost $72.65 Unrealized -5.2%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $240 Shares 6,208 Est. Cost $30.32 Unrealized 0.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $232 Shares 2,293 Est. Cost $101.18 Unrealized
MCY MERCURY GENERAL CORP 0.0%
Value ($000) $216 Shares 3,930 Est. Cost $51.65 Unrealized +4.3%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $211 Shares 1,051 Est. Cost $200.76 Unrealized
MFUS PIMCO RAFI DYNAMIC MULTI-FACTOR U.S. EQUITY ETF 0.0%
Value ($000) $202 Shares 4,935 Est. Cost $40.96 Unrealized
HOPE HOPE BANCORP INC 0.0%
Value ($000) $194 Shares 12,065 Est. Cost $16.49 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC/OH 0.0%
Value ($000) $168 Shares 12,168 Est. Cost $13.07 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $166 Shares 15,760 Est. Cost $10.77 Unrealized 0.0%