Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $176,862 (100.0% shares, 0.0% debt)

Holdings (229)

AAPL APPLE INC COM 4.9%
Value ($000) $8,672 Shares 49,669 Est. Cost $154.71 Unrealized +6.5%
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 2.7%
Value ($000) $4,742 Shares 13,081 Est. Cost $397.80 Unrealized
AMZN AMAZON COM INC COM 2.4%
Value ($000) $4,221 Shares 1,295 Est. Cost $170.61 Unrealized -9.4%
BX BLACKSTONE INC COM 2.0%
Value ($000) $3,544 Shares 27,924 Est. Cost $115.64 Unrealized -7.3%
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $3,233 Shares 10,487 Est. Cost $313.41 Unrealized -7.0%
ABBV ABBVIE INC COM 1.8%
Value ($000) $3,109 Shares 19,183 Est. Cost $101.71 Unrealized +24.3%
GOOG ALPHABET INC COM CL C 1.6%
Value ($000) $2,834 Shares 1,015 Est. Cost $143.45 Unrealized -5.9%
GOOGL ALPHABET INC COM CL A 1.6%
Value ($000) $2,825 Shares 1,016 Est. Cost $142.94 Unrealized -5.7%
VNQ VANGUARD REAL ESTATE ETF 1.6%
Value ($000) $2,777 Shares 25,626 Est. Cost $115.83 Unrealized
CVS CVS HEALTH CORPORATION COM 1.5%
Value ($000) $2,712 Shares 26,799 Est. Cost $80.49 Unrealized +14.3%
VO VANGUARD MID CAP ETF 1.5%
Value ($000) $2,585 Shares 10,871 Est. Cost $254.37 Unrealized
BAC BANK OF AMERICA CORPORATION COM 1.4%
Value ($000) $2,509 Shares 60,887 Est. Cost $41.02 Unrealized -0.5%
XOM EXXON MOBIL CORPORATION COM 1.3%
Value ($000) $2,356 Shares 28,527 Est. Cost $53.90 Unrealized +25.9%
V VISA INC COM CL A 1.2%
Value ($000) $2,118 Shares 9,552 Est. Cost $208.13 Unrealized +0.9%
META META PLATFORMS INC COM CL A 1.1%
Value ($000) $1,887 Shares 8,486 Est. Cost $303.61 Unrealized -18.3%
VUG VANGUARD GROWTH ETF 1.0%
Value ($000) $1,840 Shares 6,399 Est. Cost $319.31 Unrealized
TQQQ PROSHARES TRUST ULTRAPRO QQQ ETF 1.0%
Value ($000) $1,758 Shares 30,232 Est. Cost $109.15 Unrealized
HD HOME DEPOT INC COM 1.0%
Value ($000) $1,691 Shares 5,649 Est. Cost $340.92 Unrealized -7.9%
VB VANGUARD SMALL CP ETF 1.0%
Value ($000) $1,689 Shares 7,948 Est. Cost $225.99 Unrealized
RTX RAYTHEON TECH CORP COM 0.9%
Value ($000) $1,668 Shares 16,838 Est. Cost $79.32 Unrealized +9.4%
NVDA NVIDIA CORP COM 0.9%
Value ($000) $1,637 Shares 5,999 Est. Cost $27.12 Unrealized -7.7%
BA BOEING CO COM 0.9%
Value ($000) $1,598 Shares 8,348 Est. Cost $210.14 Unrealized -4.5%
ETN EATON CORPORATION PLC COM 0.9%
Value ($000) $1,578 Shares 10,401 Est. Cost $155.46 Unrealized -5.2%
ABT ABBOTT LABORATORIES COM 0.9%
Value ($000) $1,572 Shares 13,283 Est. Cost $118.62 Unrealized -2.7%
NGG NATIONAL GRID ADR SPONSORED 0.9%
Value ($000) $1,566 Shares 20,380 Est. Cost $72.53 Unrealized
KMI KINDER MORGAN INC COM 0.9%
Value ($000) $1,551 Shares 82,067 Est. Cost $13.22 Unrealized +7.3%
FCX FREEPORT-MCMORAN INC COM CL B 0.9%
Value ($000) $1,538 Shares 30,921 Est. Cost $35.78 Unrealized +16.9%
ROM PROSHARES TRUST PSHS ULTRA TECH ETF 0.8%
Value ($000) $1,503 Shares 30,046 Est. Cost $86.19 Unrealized
MCD MCDONALD'S CORPORATION COM 0.8%
Value ($000) $1,499 Shares 6,063 Est. Cost $229.60 Unrealized -0.8%
QCOM QUALCOMM INC COM 0.8%
Value ($000) $1,486 Shares 9,725 Est. Cost $146.52 Unrealized +4.8%
INTC INTEL CORP COM 0.8%
Value ($000) $1,361 Shares 27,469 Est. Cost $47.24 Unrealized -2.2%
DVY ISHARES TRUST SELECT DIVID ETF 0.8%
Value ($000) $1,351 Shares 10,546 Est. Cost $122.66 Unrealized
CVX CHEVRON CORPORATION COM 0.8%
Value ($000) $1,329 Shares 8,162 Est. Cost $96.10 Unrealized +27.7%
PM PHILIP MORRIS INTL INC COM 0.7%
Value ($000) $1,318 Shares 14,033 Est. Cost $76.31 Unrealized +8.5%
SUPN SUPERNUS PHARMACEUTICALS INC COM 0.7%
Value ($000) $1,227 Shares 37,969 Est. Cost $30.34 Unrealized +1.0%
ZVRA KEMPHARM INC COM 0.7%
Value ($000) $1,226 Shares 243,891 Est. Cost $8.58 Unrealized -25.8%
IHI ISHARES TRUST U.S. MED DVC ETF 0.7%
Value ($000) $1,213 Shares 19,901 Est. Cost $65.83 Unrealized
SPIRIT AEROSYSTEMS INC COM CL A 0.7%
Value ($000) $1,209 Shares 24,741 Est. Cost $43.06 Unrealized
DEO DIAGEO ADR SPONSORED 0.7%
Value ($000) $1,196 Shares 5,889 Est. Cost $220.02 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $1,162 Shares 22,448 Est. Cost $40.23 Unrealized +5.6%
DLR DIGITAL REALTY TRUST INC COM STK USD0.01 0.7%
Value ($000) $1,159 Shares 8,179 Est. Cost $137.92 Unrealized -9.0%
SO SOUTHERN CO COM 0.7%
Value ($000) $1,156 Shares 15,952 Est. Cost $54.79 Unrealized +7.1%
HON HONEYWELL INTERNATIONAL INC COM 0.6%
Value ($000) $1,130 Shares 5,811 Est. Cost $184.56 Unrealized -7.7%
GS GOLDMAN SACHS GROUP INC COM 0.6%
Value ($000) $1,113 Shares 3,372 Est. Cost $349.98 Unrealized -8.6%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,105 Shares 6,605 Est. Cost $143.45 Unrealized +3.5%
VOO VANGUARD S&P 500 ETF SHS 0.6%
Value ($000) $1,096 Shares 2,640 Est. Cost $434.73 Unrealized
VHT VANGUARD HEALTH CAR ETF 0.6%
Value ($000) $1,091 Shares 4,292 Est. Cost $266.42 Unrealized
WFC WELLS FARGO & COMPANY COM 0.6%
Value ($000) $1,076 Shares 22,224 Est. Cost $44.41 Unrealized +9.2%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,065 Shares 6,009 Est. Cost $145.33 Unrealized +4.5%
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,054 Shares 1,674 Est. Cost $52.41 Unrealized +5.1%
DOW DOW INC COM 0.6%
Value ($000) $1,008 Shares 15,820 Est. Cost $45.18 Unrealized +6.8%
FIRST TRUST ENERGY INFRAST FD COM 0.6%
Value ($000) $1,007 Shares 66,160 Est. Cost $13.59 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.6%
Value ($000) $1,003 Shares 25,816 Est. Cost $36.76 Unrealized +7.7%
VGT VANGUARD INF TECH ETF 0.6%
Value ($000) $980 Shares 2,353 Est. Cost $457.68 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF 0.5%
Value ($000) $948 Shares 16,098 Est. Cost $62.76 Unrealized
IYT ISHARES TRUST U.S.TRANSPORTATION ETF 0.5%
Value ($000) $947 Shares 3,508 Est. Cost $276.31 Unrealized
KMB KIMBERLY CLARK CORP COM 0.5%
Value ($000) $919 Shares 7,465 Est. Cost $115.25 Unrealized -1.1%
FIRST TR ENERGY INCOME & GROWT COM 0.5%
Value ($000) $917 Shares 56,551 Est. Cost $13.82 Unrealized
MS MORGAN STANLEY COM 0.5%
Value ($000) $907 Shares 10,383 Est. Cost $86.77 Unrealized -2.5%
PSA PUBLIC STORAGE COM USD0.10 0.5%
Value ($000) $894 Shares 2,291 Est. Cost $275.62 Unrealized +9.3%
PG PROCTER & GAMBLE CO COM 0.5%
Value ($000) $872 Shares 5,708 Est. Cost $134.13 Unrealized +6.0%
GLAXOSMITHKLINE ADR SPONSORED 0.5%
Value ($000) $868 Shares 19,939 Est. Cost $44.06 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $848 Shares 10,346 Est. Cost $69.89 Unrealized -0.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $835 Shares 11,439 Est. Cost $49.23 Unrealized +15.4%
DIS WALT DISNEY COMPANY (THE) COM 0.5%
Value ($000) $811 Shares 5,913 Est. Cost $154.73 Unrealized -8.7%
CLX CLOROX CO COM 0.5%
Value ($000) $802 Shares 5,772 Est. Cost $144.09 Unrealized -6.5%
LLY ELI LILLY AND COMPANY COM 0.4%
Value ($000) $795 Shares 2,777 Est. Cost $243.85 Unrealized +1.9%
VYM VANGUARD HIGH DIV YLD ETF 0.4%
Value ($000) $793 Shares 7,065 Est. Cost $112.02 Unrealized
PODD INSULET CORPORATION COM 0.4%
Value ($000) $792 Shares 2,975 Est. Cost $290.11 Unrealized -15.4%
DUK DUKE ENERGY CORP COM 0.4%
Value ($000) $781 Shares 6,997 Est. Cost $86.27 Unrealized +3.4%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $776 Shares 8,537 Est. Cost $102.21 Unrealized -15.9%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $768 Shares 3,450 Est. Cost $187.19 Unrealized +4.4%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $765 Shares 1,733 Est. Cost $308.96 Unrealized +18.2%
GILD GILEAD SCIENCES INC COM 0.4%
Value ($000) $762 Shares 12,819 Est. Cost $58.46 Unrealized -5.6%
AMT AMERICAN TOWER CORP COM USD0.01 0.4%
Value ($000) $713 Shares 2,838 Est. Cost $231.48 Unrealized -7.2%
DD DUPONT DE NEMOURS INC COM 0.4%
Value ($000) $696 Shares 9,465 Est. Cost $29.21 Unrealized +3.0%
LABORATORY CORP AMER HLDGS COM 0.4%
Value ($000) $691 Shares 2,622 Est. Cost $297.43 Unrealized
NVO NOVO NORDISK A/S ADR SPONSORED 0.4%
Value ($000) $687 Shares 6,191 Est. Cost $111.94 Unrealized
SHEL SHELL PLC ADR SPONSORED 0.4%
Value ($000) $687 Shares 12,523 Est. Cost $54.86 Unrealized
FISV FISERV INC COM 0.4%
Value ($000) $685 Shares 6,760 Est. Cost $102.86 Unrealized -1.6%
USD PROSHARES TRUST PSHS ULT SEMICDT ETF 0.4%
Value ($000) $670 Shares 16,769 Est. Cost $51.55 Unrealized
AWK AMER WATER WORKS CO INC COM 0.4%
Value ($000) $653 Shares 3,946 Est. Cost $160.41 Unrealized -8.9%
ITB ISHARES TRUST US HOME CONS ETF 0.4%
Value ($000) $646 Shares 10,909 Est. Cost $81.49 Unrealized
CSCO CISCO SYSTEMS INC COM 0.4%
Value ($000) $645 Shares 11,568 Est. Cost $50.47 Unrealized -0.4%
TGT TARGET CORP COM 0.4%
Value ($000) $643 Shares 3,031 Est. Cost $208.21 Unrealized -8.1%
WELL WELLTOWER OP INC COM USD1 0.4%
Value ($000) $643 Shares 6,691 Est. Cost $75.03 Unrealized +4.9%
WMT WALMART INC COM 0.4%
Value ($000) $642 Shares 4,317 Est. Cost $45.18 Unrealized -1.3%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $640 Shares 7,409 Est. Cost $64.72 Unrealized +12.5%
SPG SIMON PROPERTY GROUP INC COM USD0.0001 0.4%
Value ($000) $640 Shares 4,864 Est. Cost $120.96 Unrealized -5.4%
IRM IRON MOUNTAIN INC COM 0.4%
Value ($000) $634 Shares 11,457 Est. Cost $40.14 Unrealized +2.0%
O REALTY INCOME CORP COM 0.4%
Value ($000) $632 Shares 9,127 Est. Cost $55.37 Unrealized -0.1%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.3%
Value ($000) $609 Shares 5,600 Est. Cost $118.47 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.3%
Value ($000) $607 Shares 4,675 Est. Cost $106.61 Unrealized +5.2%
REGL PROSHARES TRUST S&P MDCP 400 DIV ETF 0.3%
Value ($000) $606 Shares 8,390 Est. Cost $73.63 Unrealized
QQQJ INVESCO EXCHANGE TRADED FUND T NASDAQ NEXT GEN 100 ETF 0.3%
Value ($000) $604 Shares 20,806 Est. Cost $33.44 Unrealized
AMAT APPLIED MATERIALS INC COM 0.3%
Value ($000) $600 Shares 4,554 Est. Cost $139.59 Unrealized -4.8%
SHW SHERWIN-WILLIAMS CO COM 0.3%
Value ($000) $594 Shares 2,381 Est. Cost $311.25 Unrealized -14.4%
C CITIGROUP INC COM 0.3%
Value ($000) $590 Shares 11,049 Est. Cost $56.83 Unrealized -5.9%
AFL AFLAC INC COM 0.3%
Value ($000) $582 Shares 9,040 Est. Cost $50.98 Unrealized +12.4%
VEU VANGUARD ALLWRLD EX US ETF 0.3%
Value ($000) $578 Shares 10,045 Est. Cost $61.22 Unrealized
PHO INVESCO EXCHANGE TRADED FD TR WATER RES ETF 0.3%
Value ($000) $574 Shares 10,831 Est. Cost $60.84 Unrealized
STZ CONSTELLATION BRANDS INC COM CL A 0.3%
Value ($000) $560 Shares 2,432 Est. Cost $213.22 Unrealized +1.3%
JPM JP MORGAN CHASE & CO COM 0.3%
Value ($000) $549 Shares 4,031 Est. Cost $147.26 Unrealized -9.2%
CL COLGATE-PALMOLIVE CO COM 0.3%
Value ($000) $547 Shares 7,222 Est. Cost $70.95 Unrealized +1.9%
IGM ISHARES TRUST EXPANDED TECH SECTOR ETF 0.3%
Value ($000) $531 Shares 1,368 Est. Cost $438.67 Unrealized
VV VANGUARD LARGE CAP ETF 0.3%
Value ($000) $530 Shares 2,546 Est. Cost $220.17 Unrealized
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $525 Shares 3,557 Est. Cost $146.94 Unrealized
FDX FEDEX CORP COM 0.3%
Value ($000) $523 Shares 2,260 Est. Cost $219.91 Unrealized -1.8%
VCIT VANGUARD INT-TERM CORP ETF 0.3%
Value ($000) $510 Shares 5,934 Est. Cost $92.68 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 0.3%
Value ($000) $507 Shares 11,006 Est. Cost $49.44 Unrealized
IJS ISHARES TRUST SP SMCP600VL ETF 0.3%
Value ($000) $502 Shares 4,903 Est. Cost $104.34 Unrealized
ELME WASHINGTON REAL ESTATE INVEST SBI USD0.01 0.3%
Value ($000) $496 Shares 19,482 Est. Cost $25.79 Unrealized
LIVEPERSON INC COM 0.3%
Value ($000) $496 Shares 20,339 Est. Cost $32.95 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $495 Shares 9,728 Est. Cost $40.39 Unrealized +2.8%
GXO GXO LOGISTICS INCORPORATED COM 0.3%
Value ($000) $488 Shares 6,842 Est. Cost $88.50 Unrealized -9.7%
NFLX NETFLIX INC COM 0.3%
Value ($000) $487 Shares 1,301 Est. Cost $56.93 Unrealized -26.9%
KO COCA-COLA CO COM 0.3%
Value ($000) $485 Shares 7,829 Est. Cost $49.18 Unrealized +9.9%
SKYY FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETF 0.3%
Value ($000) $477 Shares 5,271 Est. Cost $104.15 Unrealized
IAK ISHARES TRUST U.S. INSRNCE ETF 0.3%
Value ($000) $470 Shares 5,158 Est. Cost $83.40 Unrealized
T AT&T INC COM 0.3%
Value ($000) $466 Shares 19,762 Est. Cost $14.67 Unrealized +1.6%
ALLY ALLY FINANCIAL INC COM 0.3%
Value ($000) $464 Shares 10,694 Est. Cost $40.90 Unrealized 0.0%
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.3%
Value ($000) $464 Shares 6,232 Est. Cost $71.59 Unrealized
TNA DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETF 0.3%
Value ($000) $455 Shares 7,238 Est. Cost $80.62 Unrealized
BGS B & G FOODS INC COM 0.3%
Value ($000) $455 Shares 16,894 Est. Cost $20.38 Unrealized -0.2%
CCI CROWN CASTLE INTL CORP COM USD0.01 0.2%
Value ($000) $434 Shares 2,353 Est. Cost $148.50 Unrealized -1.9%
VPU VANGUARD UTILITIES ETF 0.2%
Value ($000) $432 Shares 2,670 Est. Cost $156.16 Unrealized
KWEB KRANESHARES TR CSI CHI INTERNET ETF 0.2%
Value ($000) $427 Shares 14,978 Est. Cost $36.22 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $421 Shares 1,850 Est. Cost $241.08 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $419 Shares 4,496 Est. Cost $96.38 Unrealized
VCLT VANGUARD LG-TERM COR BD ETF 0.2%
Value ($000) $418 Shares 4,463 Est. Cost $105.80 Unrealized
BHC BAUSCH HEALTH COMPANIES INC COM 0.2%
Value ($000) $407 Shares 17,831 Est. Cost $26.57 Unrealized -8.0%
EEM ISHARES TRUST MSCI EMG MKT ETF 0.2%
Value ($000) $400 Shares 8,870 Est. Cost $48.75 Unrealized
VOT VANGUARD MCAP GR IDXVIP ETF 0.2%
Value ($000) $396 Shares 1,778 Est. Cost $253.23 Unrealized
VXF VANGUARD EXTEND MKT ETF 0.2%
Value ($000) $395 Shares 2,388 Est. Cost $182.73 Unrealized
YORW YORK WATER CO COM 0.2%
Value ($000) $382 Shares 8,500 Est. Cost $43.12 Unrealized -5.3%
MMM 3M COMPANY COM 0.2%
Value ($000) $379 Shares 2,546 Est. Cost $122.15 Unrealized -6.2%
MAA MID-AMERICA APARTMENT COMMUNIT COM USD0.01 0.2%
Value ($000) $368 Shares 1,759 Est. Cost $178.27 Unrealized +1.8%
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $363 Shares 1,366 Est. Cost $225.42 Unrealized +6.9%
IBB ISHARES TRUST ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $362 Shares 2,782 Est. Cost $152.29 Unrealized
PRU PRUDENTIAL FINANCIAL INC COM 0.2%
Value ($000) $361 Shares 3,057 Est. Cost $89.32 Unrealized +5.4%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $361 Shares 3,614 Est. Cost $62.64 Unrealized +27.2%
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $359 Shares 5,313 Est. Cost $55.25 Unrealized +6.4%
ICLN ISHARES TRUST GL CLEAN ENE ETF 0.2%
Value ($000) $353 Shares 16,440 Est. Cost $21.19 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $353 Shares 1,465 Est. Cost $185.25 Unrealized +10.6%
WPC WP CAREY INC COM USD0.001 0.2%
Value ($000) $347 Shares 4,303 Est. Cost $82.01 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $347 Shares 587 Est. Cost $595.42 Unrealized -4.6%
SPMD SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $346 Shares 7,347 Est. Cost $49.35 Unrealized
MIDU DIREXION SHARES ETF TRUST DLY MIDCAP ETF3X 0.2%
Value ($000) $340 Shares 5,975 Est. Cost $68.04 Unrealized
TECL DIREXION SHARES ETF TRUST DLY TECH BULL 3X ETF 0.2%
Value ($000) $340 Shares 5,539 Est. Cost $86.24 Unrealized
PAAS PAN AMERICAN SILVER CORP COM 0.2%
Value ($000) $335 Shares 12,282 Est. Cost $25.16 Unrealized -2.1%
MA MASTERCARD INCORPORATED COM CL A 0.2%
Value ($000) $335 Shares 938 Est. Cost $337.80 Unrealized +4.1%
VIS VANGUARD INDUSTRIAL ETF 0.2%
Value ($000) $334 Shares 1,720 Est. Cost $202.46 Unrealized
ULST SSGA ACTIVE ETF TR ULT SHT TRM BD ETF 0.2%
Value ($000) $331 Shares 8,287 Est. Cost $40.27 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $330 Shares 2,498 Est. Cost $125.37 Unrealized -2.2%
SPSM SPDR PORTFOLIO S&P 600 SM CAP ETF 0.2%
Value ($000) $328 Shares 7,809 Est. Cost $44.49 Unrealized
WYNN WYNN RESORTS LTD COM 0.2%
Value ($000) $323 Shares 4,059 Est. Cost $85.34 Unrealized -4.0%
GE GENERAL ELECTRIC CO COM 0.2%
Value ($000) $320 Shares 3,497 Est. Cost $61.22 Unrealized -4.4%
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $319 Shares 1,121 Est. Cost $255.22 Unrealized -0.9%
UPS UNITED PARCEL SERVICE INC COM CL B 0.2%
Value ($000) $317 Shares 1,478 Est. Cost $168.57 Unrealized +5.1%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $313 Shares 888 Est. Cost $287.66 Unrealized +12.4%
KRE SPDR SERIES TRUST S&P REGL BKG ETF 0.2%
Value ($000) $313 Shares 4,545 Est. Cost $70.70 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.2%
Value ($000) $312 Shares 4,618 Est. Cost $62.53 Unrealized +0.4%
NDAQ NASDAQ INC COM 0.2%
Value ($000) $309 Shares 1,734 Est. Cost $61.44 Unrealized -8.9%
SYY SYSCO CORP COM 0.2%
Value ($000) $308 Shares 3,781 Est. Cost $68.78 Unrealized +5.6%
BHP BHP GROUP LTD ADR SPONSORED 0.2%
Value ($000) $308 Shares 3,992 Est. Cost $71.02 Unrealized
DIA SPDR DOW JONES IND UT SER 1 ETF 0.2%
Value ($000) $303 Shares 875 Est. Cost $362.70 Unrealized
CG CARLYLE GROUP INC COM 0.2%
Value ($000) $302 Shares 6,183 Est. Cost $44.58 Unrealized -6.6%
QQQE DIREXION SHARES ETF TRUST NAS100 EQL WGT ETF 0.2%
Value ($000) $295 Shares 3,814 Est. Cost $83.91 Unrealized
NEM NEWMONT CORPORATION COM 0.2%
Value ($000) $294 Shares 3,709 Est. Cost $49.84 Unrealized +20.5%
IJJ ISHARES TRUST S&P MC 400VL ETF 0.2%
Value ($000) $293 Shares 2,680 Est. Cost $110.45 Unrealized
VCR VANGUARD CONSUM DIS ETF 0.2%
Value ($000) $292 Shares 958 Est. Cost $340.65 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $287 Shares 1,536 Est. Cost $161.79 Unrealized +6.2%
COMP COMPASS INC COM CL A 0.2%
Value ($000) $286 Shares 36,387 Est. Cost $9.83 Unrealized -19.9%
TROW PRICE T ROWE GROUPS COM 0.2%
Value ($000) $283 Shares 1,874 Est. Cost $130.15 Unrealized -0.9%
PDM PIEDMONT OFFICE REALTY TRUST I COM USD0.01 CL A 0.2%
Value ($000) $281 Shares 16,340 Est. Cost $18.33 Unrealized
OGN ORGANON & CO COM 0.2%
Value ($000) $279 Shares 8,011 Est. Cost $26.97 Unrealized +5.9%
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS OF BEN INT USD0.01 0.2%
Value ($000) $276 Shares 12,206 Est. Cost $23.20 Unrealized
FAS DIREXION SHARES ETF TRUST DLY FIN BULL NEW ETF 0.2%
Value ($000) $273 Shares 2,326 Est. Cost $126.98 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $272 Shares 1,125 Est. Cost $185.15 Unrealized +9.8%
WHR WHIRLPOOL CORP COM 0.2%
Value ($000) $271 Shares 1,571 Est. Cost $216.51 Unrealized -6.4%
IIPR INNOVATIVE INDUSTRIAL PROPERTE COM USD0.001 0.2%
Value ($000) $271 Shares 1,323 Est. Cost $259.63 Unrealized
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.2%
Value ($000) $271 Shares 3,571 Est. Cost $76.99 Unrealized
GPN GLOBAL PAYMENTS INC COM 0.2%
Value ($000) $267 Shares 1,955 Est. Cost $132.59 Unrealized +1.5%
ZTS ZOETIS INC COM CL A 0.1%
Value ($000) $265 Shares 1,409 Est. Cost $198.45 Unrealized -4.1%
VNQI VANGUARD GLB EX US ETF 0.1%
Value ($000) $260 Shares 5,017 Est. Cost $53.82 Unrealized
HIMX HIMAX TECHNOLOGIES INC ADR SPONSORED 0.1%
Value ($000) $258 Shares 23,777 Est. Cost $15.99 Unrealized
KBH KB HOME COM 0.1%
Value ($000) $257 Shares 7,958 Est. Cost $38.52 Unrealized -4.2%
MDT MEDTRONIC PLC COM 0.1%
Value ($000) $255 Shares 2,298 Est. Cost $102.03 Unrealized -8.2%
DE DEERE & CO COM 0.1%
Value ($000) $255 Shares 614 Est. Cost $331.38 Unrealized +9.5%
MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF 0.1%
Value ($000) $254 Shares 3,434 Est. Cost $81.26 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $254 Shares 5,349 Est. Cost $32.52 Unrealized +13.2%
TJX TJX COS INC COM 0.1%
Value ($000) $254 Shares 4,195 Est. Cost $64.41 Unrealized -1.8%
LIT GLOBAL X FDS LITHIUM BTRY ETF 0.1%
Value ($000) $254 Shares 3,304 Est. Cost $83.53 Unrealized
YETI YETI HOLDINGS INC COM 0.1%
Value ($000) $254 Shares 4,244 Est. Cost $76.91 Unrealized -16.0%
VDC VANGUARD CONSUM STP ETF 0.1%
Value ($000) $244 Shares 1,248 Est. Cost $199.68 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NPV 0.1%
Value ($000) $242 Shares 22,115 Est. Cost $10.70 Unrealized
NVS NOVARTIS AG ADR SPONSORED 0.1%
Value ($000) $239 Shares 2,725 Est. Cost $87.43 Unrealized
MACQUARIE/1ST TR G COM 0.1%
Value ($000) $238 Shares 23,458 Est. Cost $9.63 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP COM 0.1%
Value ($000) $238 Shares 3,409 Est. Cost $55.02 Unrealized +5.5%
KELLOGG COMPANY COM 0.1%
Value ($000) $237 Shares 3,683 Est. Cost $51.23 Unrealized +2.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $237 Shares 1,044 Est. Cost $207.28 Unrealized -5.0%
HUM HUMANA INC COM 0.1%
Value ($000) $236 Shares 543 Est. Cost $416.26 Unrealized -3.4%
EWZ ISHARES INC MSCI BRAZIL ETF 0.1%
Value ($000) $227 Shares 6,018 Est. Cost $27.98 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $227 Shares 1,028 Est. Cost $234.79 Unrealized -14.5%
ETF MANAGERS TRUST PRIME MOBILE PAY ETF 0.1%
Value ($000) $227 Shares 4,371 Est. Cost $57.44 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $227 Shares 850 Est. Cost $251.12 Unrealized -1.1%
STT STATE STREET CORPORATION COM 0.1%
Value ($000) $222 Shares 2,558 Est. Cost $81.94 Unrealized -1.1%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $222 Shares 5,651 Est. Cost $29.49 Unrealized +5.2%
WMB WILLIAMS COMPANIES INC COM 0.1%
Value ($000) $222 Shares 6,656 Est. Cost $22.75 Unrealized +12.3%
SLB SCHLUMBERGER LIMITED COM 0.1%
Value ($000) $222 Shares 5,376 Est. Cost $28.71 Unrealized +25.0%
IVZ INVESCO LTD COM 0.1%
Value ($000) $216 Shares 9,387 Est. Cost $19.59 Unrealized -5.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $214 Shares 4,104 Est. Cost $32.79 Unrealized +13.2%
MATTERPORT INC COM CL A 0.1%
Value ($000) $213 Shares 26,325 Est. Cost $10.09 Unrealized
XLF SELECT SECTOR SPDR TRUST FINANCIAL ETF 0.1%
Value ($000) $212 Shares 5,550 Est. Cost $39.00 Unrealized
UNILEVER PLC ADR SPONSORED 0.1%
Value ($000) $208 Shares 4,578 Est. Cost $51.55 Unrealized
IWC ISHARES TRUST MICRO-CAP ETF 0.1%
Value ($000) $207 Shares 1,610 Est. Cost $139.13 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $203 Shares 2,610 Est. Cost $78.96 Unrealized +5.6%
SOXL DIREXION SHARES ETF TRUST DLY SCOND 3XBU ETF 0.1%
Value ($000) $201 Shares 5,200 Est. Cost $67.88 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $201 Shares 2,283 Est. Cost $72.67 Unrealized +0.3%
BSV VANGUARD SHORT TRM BOND ETF 0.1%
Value ($000) $200 Shares 2,573 Est. Cost $80.81 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES ADR SPONSORED 0.1%
Value ($000) $182 Shares 19,454 Est. Cost $8.03 Unrealized
INHIBIKASE THERAPEUTICS INC COM 0.1%
Value ($000) $172 Shares 116,402 Est. Cost $1.47 Unrealized
PBR PETROLEO BRASILEIRO SA ADR SPONSORED 0.1%
Value ($000) $156 Shares 10,576 Est. Cost $10.97 Unrealized
RCAT RED CAT HOLDINGS INC COM 0.1%
Value ($000) $143 Shares 70,841 Est. Cost $2.49 Unrealized -22.8%
NEW YORK COMMUNITY BANCORP INC COM 0.1%
Value ($000) $139 Shares 12,999 Est. Cost $12.17 Unrealized
FIRST TR NEW OPPORTUNITIES MLP COM 0.1%
Value ($000) $116 Shares 18,425 Est. Cost $5.45 Unrealized
AXIA CENTRAIS ELETRICAS BRASILEIRAS ADR SPONSORED 0.1%
Value ($000) $105 Shares 13,338 Est. Cost $6.31 Unrealized
NEWAGE INC COM 0.0%
Value ($000) $62 Shares 107,541 Est. Cost $1.03 Unrealized
THE ALKALINE WATER CO INC COM 0.0%
Value ($000) $38 Shares 41,900 Est. Cost $1.13 Unrealized