Herold Advisors, Inc. Diversified Active

CIK: 0001891713 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 9, 2022

Total Value ($000): $281,166,942 (100.0% shares, 0.0% debt)

Holdings (723)

AAPL APPLE INC COM 5.2%
Value ($000) $14,531,677 Shares 83,223 Est. Cost $144.27 Unrealized +14.3%
MSFT MICROSOFT CORP COM 3.6%
Value ($000) $10,085,585 Shares 32,712 Est. Cost $281.12 Unrealized +3.7%
MA MASTERCARD INC CL A 2.2%
Value ($000) $6,227,346 Shares 17,425 Est. Cost $354.74 Unrealized -0.9%
V VISA INC COM CL A 2.1%
Value ($000) $5,868,474 Shares 26,461 Est. Cost $226.99 Unrealized -7.5%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP LTD PARTNERSHIP INT UNIT ISINBMG162521014 1.9%
Value ($000) $5,303,543 Shares 80,077 Est. Cost $56.10 Unrealized
ABBV ABBVIE INC COM 1.8%
Value ($000) $5,162,457 Shares 31,845 Est. Cost $98.29 Unrealized +28.6%
NKE NIKE INC CL B 1.6%
Value ($000) $4,395,367 Shares 32,664 Est. Cost $151.58 Unrealized -13.0%
NVDA NVIDIA CORP COM 1.5%
Value ($000) $4,080,075 Shares 14,953 Est. Cost $21.58 Unrealized +16.0%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $3,816,093 Shares 27,993 Est. Cost $140.04 Unrealized -4.6%
CVX CHEVRON CORP NEW COM 1.2%
Value ($000) $3,463,197 Shares 21,268 Est. Cost $84.10 Unrealized +46.0%
BROOKFIELD ASSET MGMT INC VTG SHS CL A ISINCA1125851040 1.2%
Value ($000) $3,430,970 Shares 60,650 Est. Cost $53.50 Unrealized
WMT WALMART INC COM 1.2%
Value ($000) $3,308,207 Shares 22,214 Est. Cost $45.40 Unrealized -1.8%
HD HOME DEPOT INC COM 1.2%
Value ($000) $3,249,820 Shares 10,856 Est. Cost $296.30 Unrealized +6.0%
PG PROCTER & GAMBLE CO COM 1.2%
Value ($000) $3,239,207 Shares 21,199 Est. Cost $128.85 Unrealized +10.3%
CVS CVS HEALTH CORP COM 1.1%
Value ($000) $3,036,896 Shares 30,005 Est. Cost $84.45 Unrealized +8.9%
JNJ JOHNSON & JOHNSON COM 1.1%
Value ($000) $3,007,180 Shares 16,967 Est. Cost $150.25 Unrealized +1.0%
SPGI S&P GLOBAL INC COM 1.1%
Value ($000) $2,982,008 Shares 7,270 Est. Cost $417.79 Unrealized -5.6%
OKE ONEOK INC NEW COM 1.0%
Value ($000) $2,880,291 Shares 40,780 Est. Cost $42.98 Unrealized +21.0%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $2,838,200 Shares 34,364 Est. Cost $49.71 Unrealized +36.6%
XLE SELECT SECTOR SPDR TR ENERGY 1.0%
Value ($000) $2,822,860 Shares 36,929 Est. Cost $52.26 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.0%
Value ($000) $2,808,262 Shares 55,128 Est. Cost $41.95 Unrealized -1.1%
COST COSTCO WHOLESALE CORP NEW COM 1.0%
Value ($000) $2,782,507 Shares 4,832 Est. Cost $424.63 Unrealized +17.9%
LLY LILLY ELI & CO COM 1.0%
Value ($000) $2,781,844 Shares 9,714 Est. Cost $236.78 Unrealized +4.9%
AMT AMERICAN TOWER CORP NEW COM 0.9%
Value ($000) $2,662,932 Shares 10,600 Est. Cost $248.67 Unrealized -13.6%
ZTS ZOETIS INC COM 0.9%
Value ($000) $2,587,454 Shares 13,720 Est. Cost $193.29 Unrealized -1.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.9%
Value ($000) $2,398,356 Shares 7,950 Est. Cost $341.30 Unrealized -14.4%
INTU INTUIT COM 0.9%
Value ($000) $2,396,987 Shares 4,985 Est. Cost $524.33 Unrealized -4.7%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.8%
Value ($000) $2,380,824 Shares 18,311 Est. Cost $112.12 Unrealized -0.0%
GSLC GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF 0.8%
Value ($000) $2,321,272 Shares 26,070 Est. Cost $86.01 Unrealized
OMFL INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO RUSSELL 1000 MULTIFACTOR ETF 0.8%
Value ($000) $2,318,645 Shares 48,711 Est. Cost $46.35 Unrealized
WPC W P CAREY INC COM 0.8%
Value ($000) $2,304,125 Shares 28,502 Est. Cost $73.01 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.8%
Value ($000) $2,201,705 Shares 30,147 Est. Cost $54.37 Unrealized +4.5%
PLD PROLOGIS INC COM 0.8%
Value ($000) $2,167,546 Shares 13,423 Est. Cost $114.18 Unrealized +18.6%
DSTL ETF SER SOLUTIONS DISTILLATE U S FUNDAMENTAL STABILITY & VALUE ETF 0.7%
Value ($000) $2,099,065 Shares 47,170 Est. Cost $40.95 Unrealized
DE DEERE & CO COM 0.7%
Value ($000) $2,087,686 Shares 5,025 Est. Cost $342.59 Unrealized +6.0%
NUE NUCOR CORP COM 0.7%
Value ($000) $2,085,559 Shares 14,030 Est. Cost $99.29 Unrealized +16.4%
WM WASTE MGMT INC DEL COM 0.7%
Value ($000) $2,077,142 Shares 13,105 Est. Cost $142.86 Unrealized -0.2%
CB CHUBB LTD COM ISINCH0044328745 0.7%
Value ($000) $2,058,787 Shares 9,625 Est. Cost $192.91 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNERS LP ISINBMG162581083 0.7%
Value ($000) $2,034,523 Shares 49,537 Est. Cost $36.90 Unrealized
CTAS CINTAS CORP COM 0.7%
Value ($000) $2,022,729 Shares 4,755 Est. Cost $93.97 Unrealized -0.1%
MRK MERCK & CO INC NEW COM 0.7%
Value ($000) $2,022,107 Shares 24,644 Est. Cost $66.82 Unrealized +4.5%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $1,952,710 Shares 599 Est. Cost $163.01 Unrealized -5.2%
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,906,069 Shares 16,104 Est. Cost $113.81 Unrealized +1.4%
APH AMPHENOL CORP NEW CL A 0.7%
Value ($000) $1,893,545 Shares 25,130 Est. Cost $35.43 Unrealized +5.3%
TSLA TESLA INC COM 0.7%
Value ($000) $1,858,860 Shares 1,725 Est. Cost $238.07 Unrealized +30.8%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $1,840,151 Shares 21,722 Est. Cost $71.85 Unrealized +0.3%
QCOM QUALCOMM INC COM 0.6%
Value ($000) $1,755,089 Shares 11,484 Est. Cost $130.45 Unrealized +17.7%
PFE PFIZER INC COM 0.6%
Value ($000) $1,732,729 Shares 33,469 Est. Cost $35.89 Unrealized +18.4%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,725,569 Shares 30,946 Est. Cost $49.23 Unrealized +2.1%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $1,619,435 Shares 3,175 Est. Cost $392.57 Unrealized +14.9%
JKHY HENRY JACK & ASSOC INC COM 0.6%
Value ($000) $1,600,046 Shares 8,120 Est. Cost $162.72 Unrealized +2.3%
T AT&T INC COM 0.6%
Value ($000) $1,591,201 Shares 67,338 Est. Cost $16.05 Unrealized -7.1%
DIS DISNEY WALT CO DISNEY COM 0.6%
Value ($000) $1,578,330 Shares 11,507 Est. Cost $165.01 Unrealized -14.4%
XSOE WISDOMTREE TR EMERGING MKTS EX-STATE-OWNED ENTERPRISES FD 0.6%
Value ($000) $1,568,855 Shares 48,036 Est. Cost $37.30 Unrealized
BLACKROCK INC COM 0.6%
Value ($000) $1,555,085 Shares 2,035 Est. Cost $66494.04 Unrealized
ACN ACCENTURE PLC IRELAND CLASS SHS ISINIE00B4BNMY34 0.5%
Value ($000) $1,541,141 Shares 4,570 Est. Cost $306.14 Unrealized +4.0%
RDVY FIRST TR EXCHANGE-TRADED FD VI RISING DIVID ACHIEVERS ETF 0.5%
Value ($000) $1,530,515 Shares 31,235 Est. Cost $4232.15 Unrealized
AVUS AMERICAN CENTY ETF TR AVANTIS U S EQUITY ETF 0.5%
Value ($000) $1,508,692 Shares 19,568 Est. Cost $32910.58 Unrealized
SCHG SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF 0.5%
Value ($000) $1,482,932 Shares 19,820 Est. Cost $37484.01 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,476,700 Shares 5,405 Est. Cost $195.89 Unrealized +17.7%
TSCO TRACTOR SUPPLY CO COM 0.5%
Value ($000) $1,453,895 Shares 6,230 Est. Cost $37.50 Unrealized +10.1%
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD 0.5%
Value ($000) $1,450,062 Shares 22,774 Est. Cost $58.84 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $1,445,585 Shares 3,275 Est. Cost $320.77 Unrealized +13.8%
GLAXOSMITHKLINE PLC SPONS ADR 0.5%
Value ($000) $1,435,391 Shares 32,952 Est. Cost $17397.47 Unrealized
NTSX WISDOMTREE TR U S EFFICIENT CORE FD 0.5%
Value ($000) $1,365,321 Shares 33,695 Est. Cost $1782.67 Unrealized
BAC BANK AMER CORP COM 0.5%
Value ($000) $1,342,394 Shares 32,566 Est. Cost $36.26 Unrealized +12.6%
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,336,383 Shares 6,010 Est. Cost $357.67 Unrealized -30.6%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,332,403 Shares 28,458 Est. Cost $51.24 Unrealized -16.4%
POOL POOL CORP COM 0.5%
Value ($000) $1,310,835 Shares 3,100 Est. Cost $443.69 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.5%
Value ($000) $1,271,655 Shares 5,500 Est. Cost $252.41 Unrealized -6.2%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,270,277 Shares 5,137 Est. Cost $215.84 Unrealized +5.5%
AVY AVERY DENNISON CORP COM 0.4%
Value ($000) $1,261,282 Shares 7,250 Est. Cost $173.42 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.4%
Value ($000) $1,258,829 Shares 9,445 Est. Cost $161.83 Unrealized -22.7%
CMPR CIMPRESS PLC SHS EURO ISINIE00BKYC3F77 0.4%
Value ($000) $1,214,569 Shares 19,100 Est. Cost $98.05 Unrealized -32.2%
ICVT ISHARES TR CONV BD ETF 0.4%
Value ($000) $1,200,641 Shares 14,410 Est. Cost $99.72 Unrealized
DPZ DOMINOS PIZZA INC COM 0.4%
Value ($000) $1,153,873 Shares 2,835 Est. Cost $477.65 Unrealized -13.5%
CWB SPDR SER TR BLOOMBERG BARCLAYS U S CONV LIQUID BD INDEX 0.4%
Value ($000) $1,126,394 Shares 14,638 Est. Cost $85.33 Unrealized
DGRO ISHARES TR CORE DIVID GROWTH ETF 0.4%
Value ($000) $1,116,489 Shares 20,904 Est. Cost $50.23 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,108,932 Shares 397 Est. Cost $136.83 Unrealized -1.4%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISINUS7802593050 0.4%
Value ($000) $1,101,769 Shares 20,057 Est. Cost $54931.89 Unrealized
EPS WISDOMTREE TR U S LARGECAP FD 0.4%
Value ($000) $1,098,255 Shares 22,710 Est. Cost $45.97 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.4%
Value ($000) $1,070,425 Shares 7,080 Est. Cost $170.92 Unrealized -24.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,069,663 Shares 4,305 Est. Cost $207.74 Unrealized +3.3%
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.4%
Value ($000) $1,057,560 Shares 15,108 Est. Cost $53.86 Unrealized +7.7%
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $1,019,166 Shares 4,425 Est. Cost $202.75 Unrealized +6.5%
GOOGL ALPHABET INC CL A 0.4%
Value ($000) $1,015,192 Shares 365 Est. Cost $135.41 Unrealized -0.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $1,005,793 Shares 2,850 Est. Cost $280.86 Unrealized +15.2%
NRG NRG ENERGY INC COM NEW 0.4%
Value ($000) $1,003,689 Shares 26,165 Est. Cost $35.00 Unrealized 0.0%
PEP PEPSICO INC COM 0.3%
Value ($000) $967,456 Shares 5,780 Est. Cost $136.45 Unrealized +8.8%
AVDE AMERICAN CENTY ETF TR AVANTIS INTL EQUITY ETF 0.3%
Value ($000) $955,377 Shares 15,834 Est. Cost $2994.24 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $945,179 Shares 15,393 Est. Cost $1470.66 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.3%
Value ($000) $944,108 Shares 9,460 Est. Cost $78.00 Unrealized +14.8%
NEW AGE ALPHA TR AVDR US LARGECAP LEADING ETF 0.3%
Value ($000) $919,340 Shares 31,340 Est. Cost $32.19 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $908,938 Shares 4,746 Est. Cost $218.88 Unrealized -8.3%
ETN EATON CORPORATION PLC SHS ISINIE00B8KQN827 0.3%
Value ($000) $822,539 Shares 5,420 Est. Cost $149.20 Unrealized -1.3%
IBN ICICI BK LTD ADR ISINUS45104G1040 0.3%
Value ($000) $770,858 Shares 40,700 Est. Cost $18.87 Unrealized
BKLC BNY MELLON ETF TR US LARGE CAP CORE EQUITY ETF 0.3%
Value ($000) $746,959 Shares 8,795 Est. Cost $81.56 Unrealized
GIGB GOLDMAN SACHS ETF TR TR ACCESS INVT GRADE CORP BD ETF PRICING BASKET 0.3%
Value ($000) $745,556 Shares 14,962 Est. Cost $54.33 Unrealized
NGG NATIONAL GRID PLC SPON ADR NEW 2017 0.3%
Value ($000) $734,460 Shares 9,554 Est. Cost $59.57 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 0.3%
Value ($000) $714,467 Shares 4,405 Est. Cost $2917.25 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS 0.2%
Value ($000) $701,538 Shares 14,920 Est. Cost $49.53 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $699,681 Shares 5,511 Est. Cost $101.31 Unrealized +5.8%
BROOKFIELD INFRASTRUCTURE CORPORATION REGISTERED SHS -A- ISINCA11275Q1072 0.2%
Value ($000) $685,729 Shares 9,077 Est. Cost $59.90 Unrealized
ETF SER SOLUTIONS NATIONWIDE NASDAQ-100 RISK MANAGED INCOME ETF 0.2%
Value ($000) $678,188 Shares 27,624 Est. Cost $27.44 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.2%
Value ($000) $668,670 Shares 2,325 Est. Cost $289.98 Unrealized
JPST J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $667,342 Shares 13,275 Est. Cost $7333.04 Unrealized
COWZ PACER FDS TR US CASH COWS 100 ETF 0.2%
Value ($000) $660,472 Shares 13,267 Est. Cost $19823.97 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $660,191 Shares 13,321 Est. Cost $48.57 Unrealized -4.9%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $658,008 Shares 6,949 Est. Cost $64.04 Unrealized +18.0%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $631,022 Shares 2,525 Est. Cost $246.97 Unrealized -6.1%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $620,894 Shares 3,437 Est. Cost $6728.09 Unrealized
F FORD MTR CO DEL COM PAR 0 01 0.2%
Value ($000) $606,067 Shares 35,840 Est. Cost $11.45 Unrealized +27.0%
FDRR FIDELITY COVINGTON TR DIVID ETF FOR RISING RATES 0.2%
Value ($000) $604,136 Shares 13,570 Est. Cost $41.34 Unrealized
SPGP INVESCO EXCHANGE-TRADED FD TR S&P 500 GARP ETF 0.2%
Value ($000) $600,815 Shares 6,585 Est. Cost $16421.92 Unrealized
RDIV INVESCO EXCHANGE-TRADED FD TR II INVESCO S&P ULTRA DIVID REV ETF 0.2%
Value ($000) $589,274 Shares 13,441 Est. Cost $38.88 Unrealized
OGS ONE GAS INC COM 0.2%
Value ($000) $582,384 Shares 6,600 Est. Cost $71.29 Unrealized +13.0%
BEN FRANKLIN RES INC COM 0.2%
Value ($000) $565,380 Shares 20,250 Est. Cost $24.96 Unrealized -0.3%
ADM ARCHER-DANIELS MIDLAND CO COM 0.2%
Value ($000) $564,215 Shares 6,251 Est. Cost $56.97 Unrealized +22.2%
BROOKFIELD RENEWABLE CORPORATION EXCH REGISTERED SHS -A- SUBORDINATE VOTING ISINCA11284V1058 0.2%
Value ($000) $562,810 Shares 12,873 Est. Cost $38.79 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $561,000 Shares 3,000 Est. Cost $158.27 Unrealized +8.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $528,921 Shares 1 Est. Cost $422631.30 Unrealized +14.9%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $520,425 Shares 4,500 Est. Cost $236.22 Unrealized -43.8%
AVUV AMERICAN CENTY ETF TR AVANTIS U S SMALL CAP VALUE ETF 0.2%
Value ($000) $517,892 Shares 6,485 Est. Cost $33908.59 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $515,897 Shares 9,661 Est. Cost $59.18 Unrealized -9.6%
BNTX BIONTECH SE ADS ISINUS09075V1026 0.2%
Value ($000) $511,680 Shares 3,000 Est. Cost $57035.00 Unrealized
II-VI INC COM 0.2%
Value ($000) $507,502 Shares 7,001 Est. Cost $59.28 Unrealized
IRM IRON MTN INC NEW COM 0.2%
Value ($000) $507,001 Shares 9,150 Est. Cost $37.75 Unrealized +8.5%
DOW DOW INC COM 0.2%
Value ($000) $498,711 Shares 7,826 Est. Cost $47.84 Unrealized +0.9%
GUNR FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD 0.2%
Value ($000) $495,695 Shares 10,585 Est. Cost $46829.95 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.2%
Value ($000) $495,182 Shares 2,082 Est. Cost $236.75 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value ($000) $491,811 Shares 2,664 Est. Cost $155.91 Unrealized -6.5%
ICLN ISHARES TR GLOBAL CLEAN ENERGY ETF 0.2%
Value ($000) $484,630 Shares 22,520 Est. Cost $21.63 Unrealized
SLV ISHARES SILVER TR ISHARES 0.2%
Value ($000) $478,192 Shares 20,900 Est. Cost $5161.15 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD 0.2%
Value ($000) $456,327 Shares 5,843 Est. Cost $2779.45 Unrealized
GINN GOLDMAN SACHS ETF TR INNOVATE EQUITY ETF COM SHS 0.2%
Value ($000) $455,284 Shares 8,428 Est. Cost $2601.35 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $450,586 Shares 1,365 Est. Cost $334.78 Unrealized -4.5%
KO COCA COLA CO COM 0.2%
Value ($000) $445,069 Shares 7,178 Est. Cost $49.16 Unrealized +10.0%
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $436,138 Shares 3,690 Est. Cost $84.00 Unrealized +12.1%
ABBNY ABB LTD SPONSORED ADR 0.2%
Value ($000) $430,122 Shares 13,300 Est. Cost $4891.46 Unrealized
NUVEEN NEW YORK AMT-FREE QUALITY MUN INCOME FD COM 0.1%
Value ($000) $407,309 Shares 33,551 Est. Cost $13.82 Unrealized
SPHD INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH DIVID LOW VOLATILITY 0.1%
Value ($000) $405,438 Shares 8,587 Est. Cost $3635.22 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $391,017 Shares 1,805 Est. Cost $184.39 Unrealized 0.0%
IWR ISHARES TR RUSSELL MID-CAP ETF 0.1%
Value ($000) $390,200 Shares 5,000 Est. Cost $78.20 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $376,902 Shares 1,776 Est. Cost $191.32 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $366,084 Shares 3,897 Est. Cost $81.05 Unrealized +2.1%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $364,496 Shares 800 Est. Cost $629.41 Unrealized -23.6%
QYLD GLOBAL X FDS NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $362,990 Shares 17,310 Est. Cost $22.03 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $352,992 Shares 6,755 Est. Cost $34.69 Unrealized +7.0%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.1%
Value ($000) $352,739 Shares 9,205 Est. Cost $4412.76 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $346,276 Shares 1,614 Est. Cost $177.17 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.1%
Value ($000) $338,817 Shares 5,060 Est. Cost $61.47 Unrealized 0.0%
ARKK ARK ETF TR INNOVATION ETF 0.1%
Value ($000) $335,015 Shares 5,053 Est. Cost $105.85 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $332,566 Shares 4,019 Est. Cost $83.33 Unrealized -7.6%
CALAMOS DYNAMIC CONV & INCOME FD COM 0.1%
Value ($000) $329,504 Shares 12,846 Est. Cost $9495.72 Unrealized
IGIB ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF 0.1%
Value ($000) $314,021 Shares 5,723 Est. Cost $59.94 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $312,298 Shares 10,622 Est. Cost $1631.16 Unrealized
IEP ICAHN ENTERPRISES L P DEPOSITARY UNIT 0.1%
Value ($000) $311,060 Shares 5,990 Est. Cost $6000.08 Unrealized
CPER UNITED STS COMMODITY INDEX FDS TR COM UNIT REPSTG U S COPPER INDEX FD 0.1%
Value ($000) $310,068 Shares 10,800 Est. Cost $24.97 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value ($000) $309,480 Shares 3,000 Est. Cost $118.76 Unrealized -11.5%
DFUS DIMENSIONAL ETF TR U S EQUITY ETF 0.1%
Value ($000) $307,355 Shares 6,270 Est. Cost $51.67 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $305,724 Shares 1,460 Est. Cost $202.90 Unrealized +0.4%
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 0.1%
Value ($000) $297,160 Shares 3,800 Est. Cost $6244.15 Unrealized
GTIP GOLDMAN SACHS ETF TR TR ACCESS INFLATION PROTECTED USD BD ETF 0.1%
Value ($000) $293,739 Shares 5,210 Est. Cost $57.73 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $290,790 Shares 3,952 Est. Cost $28.38 Unrealized +6.0%
WST WEST PHARMACEUTICAL SVCS INC COM 0.1%
Value ($000) $289,550 Shares 705 Est. Cost $387.59 Unrealized 0.0%
GLW CORNING INC COM 0.1%
Value ($000) $284,207 Shares 7,700 Est. Cost $35.10 Unrealized -0.5%
DFAT DIMENSIONAL ETF TR U S TARGET VALUE ETF 0.1%
Value ($000) $282,274 Shares 6,060 Est. Cost $46579.87 Unrealized
BBUS J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF 0.1%
Value ($000) $281,086 Shares 3,435 Est. Cost $78.60 Unrealized
QGRO AMERICAN CENTY ETF TR STOXX U S QUALITY GROWTH ETF 0.1%
Value ($000) $277,739 Shares 4,085 Est. Cost $70.93 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $277,054 Shares 4,660 Est. Cost $58.72 Unrealized -6.1%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $275,405 Shares 1,236 Est. Cost $191.58 Unrealized +2.0%
JUST GOLDMAN SACHS ETF TR TR JUST US LARGE CAP EQUITY ETF 0.1%
Value ($000) $275,033 Shares 4,240 Est. Cost $62.37 Unrealized
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $274,042 Shares 2,995 Est. Cost $62.95 Unrealized -7.0%
ELV ANTHEM INC COM 0.1%
Value ($000) $272,627 Shares 555 Est. Cost $432.66 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $270,495 Shares 1,215 Est. Cost $198.87 Unrealized 0.0%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $263,220 Shares 2,000 Est. Cost $110.40 Unrealized 0.0%
QDEF FLEXSHARES TR QUALITY DIVID DEFENSIVE INDEX FD 0.1%
Value ($000) $262,206 Shares 4,640 Est. Cost $53.02 Unrealized
INSP INSPIRE MED SYS INC COM 0.1%
Value ($000) $256,690 Shares 1,000 Est. Cost $208.67 Unrealized +9.5%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $255,645 Shares 2,925 Est. Cost $84.62 Unrealized 0.0%
INDS PACER FDS TR BENCHMARK INDL REAL ESTATE SCTR ETF 0.1%
Value ($000) $254,050 Shares 5,000 Est. Cost $43.80 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.1%
Value ($000) $250,755 Shares 3,650 Est. Cost $52.89 Unrealized +19.6%
PEY INVESCO EXCHANGE-TRADED FD TR HIGH YIELD EQUITY DIVID ACHIEVERS ETF 0.1%
Value ($000) $246,679 Shares 11,300 Est. Cost $21830.00 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $237,207 Shares 12,544 Est. Cost $13.26 Unrealized +7.0%
STE STERIS PLC REGISTERED SHS ISINIE00BFY8C754 0.1%
Value ($000) $227,263 Shares 940 Est. Cost $223.84 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS ISINIE00BY7QL619 0.1%
Value ($000) $222,610 Shares 3,395 Est. Cost $63.64 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $220,443 Shares 19,700 Est. Cost $9.54 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $218,540 Shares 370 Est. Cost $568.16 Unrealized 0.0%
LEAD SIREN ETF TR DIVCON LEADERS DIVID ETF 0.1%
Value ($000) $212,102 Shares 3,855 Est. Cost $53.70 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $210,942 Shares 335 Est. Cost $55.08 Unrealized 0.0%
NUVEEN N Y MUN VALUE FD INC COM 0.1%
Value ($000) $210,216 Shares 23,305 Est. Cost $10.01 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $209,932 Shares 1,920 Est. Cost $102.22 Unrealized +16.8%
BND VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF 0.1%
Value ($000) $209,505 Shares 2,633 Est. Cost $85.44 Unrealized
KR KROGER CO COM 0.1%
Value ($000) $209,400 Shares 3,650 Est. Cost $45.65 Unrealized 0.0%
GSSC GOLDMAN SACHS ETF TR TR ACTIVEBETA U S SMALL CAP EQUITY ETF 0.1%
Value ($000) $205,541 Shares 3,320 Est. Cost $62.95 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.1%
Value ($000) $204,512 Shares 8,300 Est. Cost $38.00 Unrealized
MLPA GLOBAL X FDS MLP ETF NEW 0.1%
Value ($000) $201,500 Shares 5,000 Est. Cost $40300.00 Unrealized
FIXD FIRST TR EXCHANGE-TRADED FD VIII TCW OPPORTUNISTIC FXD 0.1%
Value ($000) $198,320 Shares 4,000 Est. Cost $53.50 Unrealized
GSIE GOLDMAN SACHS ETF TR TR ACTIVEBETA INTL EQUITY ETF 0.1%
Value ($000) $197,558 Shares 6,036 Est. Cost $34.14 Unrealized
LAM RESH CORP COM 0.1%
Value ($000) $196,227 Shares 365 Est. Cost $537608.25 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $196,124 Shares 970 Est. Cost $213.37 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.1%
Value ($000) $195,140 Shares 500 Est. Cost $301.16 Unrealized 0.0%
KEY KEYCORP NEW COM 0.1%
Value ($000) $194,706 Shares 8,700 Est. Cost $20.30 Unrealized 0.0%
TER TERADYNE INC COM 0.1%
Value ($000) $191,532 Shares 1,620 Est. Cost $124.55 Unrealized 0.0%
ESGV VANGUARD WORLD FD ESG U S STOCK ETF 0.1%
Value ($000) $191,348 Shares 2,360 Est. Cost $79.66 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $188,352 Shares 1,600 Est. Cost $114.14 Unrealized -1.7%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $188,340 Shares 3,000 Est. Cost $58.65 Unrealized 0.0%
EGP EASTGROUP PPTYS INC COM 0.1%
Value ($000) $185,025 Shares 910 Est. Cost $166.22 Unrealized
EBAY EBAY INC COM 0.1%
Value ($000) $183,232 Shares 3,200 Est. Cost $66.14 Unrealized -18.3%
RVTY PERKINELMER INC COM 0.1%
Value ($000) $183,183 Shares 1,050 Est. Cost $176.05 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $181,194 Shares 4,600 Est. Cost $31.03 Unrealized 0.0%
AMGN AMGEN INC COM 0.1%
Value ($000) $177,383 Shares 733 Est. Cost $203.29 Unrealized 0.0%
SPLV INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $174,434 Shares 2,600 Est. Cost $67090.00 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $173,630 Shares 16,196 Est. Cost $12.83 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY TR SHS 0.1%
Value ($000) $173,080 Shares 4,000 Est. Cost $43270.00 Unrealized
UAA UNDER ARMOUR INC CL A 0.1%
Value ($000) $170,200 Shares 10,000 Est. Cost $22.11 Unrealized -18.9%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $169,940 Shares 2,000 Est. Cost $66.91 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $169,722 Shares 2,179 Est. Cost $73.86 Unrealized +12.9%
IHDG WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD 0.1%
Value ($000) $169,269 Shares 3,942 Est. Cost $42939.88 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $167,265 Shares 2,950 Est. Cost $49.18 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.1%
Value ($000) $167,210 Shares 10,060 Est. Cost $16621.27 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $165,069 Shares 1,478 Est. Cost $89.19 Unrealized 0.0%
CTVA CORTEVA INC COM 0.1%
Value ($000) $164,105 Shares 2,855 Est. Cost $48.99 Unrealized 0.0%
FIW FIRST TR EXCHANGE TRADED FD WTR ETF 0.1%
Value ($000) $162,679 Shares 1,930 Est. Cost $84289.64 Unrealized
QUS SPDR SER TR MSCI USA QUALITY STRATEGICFACTORS ETF 0.1%
Value ($000) $161,980 Shares 1,300 Est. Cost $124600.00 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $161,973 Shares 700 Est. Cost $216.03 Unrealized 0.0%
HESS CORP COM 0.1%
Value ($000) $160,560 Shares 1,500 Est. Cost $107040.00 Unrealized
WYNN WYNN RESORTS LTD COM 0.1%
Value ($000) $157,486 Shares 1,975 Est. Cost $81.90 Unrealized 0.0%
ESGU ISHARES TR ESG AWARE MSCI UAS ETF 0.1%
Value ($000) $156,687 Shares 1,546 Est. Cost $101349.94 Unrealized
XENWX EATON VANCE NEW YORK MUN BD FD COM 0.1%
Value ($000) $155,795 Shares 14,865 Est. Cost $12.21 Unrealized
NEW AGE ALPHA TR AVDR US LARGECAP ESG ETF 0.1%
Value ($000) $154,664 Shares 4,975 Est. Cost $31088.24 Unrealized
JACOBS ENGR GROUP INC COM 0.1%
Value ($000) $152,969 Shares 1,110 Est. Cost $137809.90 Unrealized
FDVV FIDELITY COVINGTON TR HIGH DIVID ETF 0.1%
Value ($000) $151,949 Shares 3,650 Est. Cost $41629.86 Unrealized
LMBS FIRST TR LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $151,745 Shares 3,100 Est. Cost $48950.00 Unrealized
JPIE J P MORGAN EXCHANGE-TRADED FD TR INCOME ETF 0.1%
Value ($000) $149,259 Shares 3,110 Est. Cost $47993.25 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.1%
Value ($000) $148,719 Shares 8,900 Est. Cost $14.96 Unrealized 0.0%
GEM GOLDMAN SACHS ETF TR ACTIVEBETA EMERGING MKTS EQUITY ETF 0.1%
Value ($000) $145,141 Shares 4,284 Est. Cost $33879.79 Unrealized
ABNB AIRBNB INC CL A COM 0.0%
Value ($000) $137,408 Shares 800 Est. Cost $159.27 Unrealized 0.0%
PALC PACER FDS TR LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF 0.0%
Value ($000) $136,646 Shares 3,463 Est. Cost $39458.85 Unrealized
ETF MANAGERS TR ETFMG PRIME CYBER SEC ETF 0.0%
Value ($000) $135,056 Shares 2,300 Est. Cost $58720.00 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQUITY FD 0.0%
Value ($000) $132,462 Shares 1,800 Est. Cost $73590.00 Unrealized
SRLN SSGA ACTIVE ETF TR SPDR BLACKSTONE SR LN ETF 0.0%
Value ($000) $131,957 Shares 2,935 Est. Cost $44959.80 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $130,500 Shares 900 Est. Cost $70.13 Unrealized 0.0%
WESTROCK CO COM 0.0%
Value ($000) $129,332 Shares 2,750 Est. Cost $47029.82 Unrealized
TD TORONTO DOMINION BK ISINCA8911605092 0.0%
Value ($000) $127,072 Shares 1,600 Est. Cost $80.57 Unrealized 0.0%
MMM 3M CO COM 0.0%
Value ($000) $124,739 Shares 837 Est. Cost $114.60 Unrealized 0.0%
XYLD GLOBAL X FDS S&P 500 COVERED CALL ETF 0.0%
Value ($000) $123,800 Shares 2,500 Est. Cost $49520.00 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $123,693 Shares 2,180 Est. Cost $41.76 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $122,496 Shares 1,224 Est. Cost $79.66 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $121,921 Shares 661 Est. Cost $174.10 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $120,136 Shares 266 Est. Cost $451639.10 Unrealized
TGNA TEGNA INC COM 0.0%
Value ($000) $118,720 Shares 5,300 Est. Cost $21.01 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF 0.0%
Value ($000) $118,408 Shares 1,520 Est. Cost $77900.00 Unrealized
SRVR PACER FDS TR BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE 0.0%
Value ($000) $117,120 Shares 3,000 Est. Cost $39040.00 Unrealized
NUVEEN MASS QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $115,561 Shares 9,085 Est. Cost $12719.98 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $115,360 Shares 1,000 Est. Cost $108.86 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADR ISINUS01609W1027 0.0%
Value ($000) $114,348 Shares 1,051 Est. Cost $108799.24 Unrealized
IQDG WISDOMTREE TR INTL QUALITY DIVID GROWTH FD 0.0%
Value ($000) $114,031 Shares 3,125 Est. Cost $36489.92 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DIVID FD COM 0.0%
Value ($000) $112,999 Shares 4,420 Est. Cost $25565.38 Unrealized
CLX CLOROX CO COM 0.0%
Value ($000) $111,224 Shares 800 Est. Cost $134.75 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $110,808 Shares 800 Est. Cost $114.28 Unrealized 0.0%
OGN ORGANON & CO COM 0.0%
Value ($000) $110,658 Shares 3,168 Est. Cost $28.56 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $108,792 Shares 2,400 Est. Cost $43.32 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR UTILS 0.0%
Value ($000) $107,967 Shares 1,450 Est. Cost $74460.00 Unrealized
TDTT FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 0.0%
Value ($000) $104,780 Shares 4,044 Est. Cost $25909.99 Unrealized
NUVEEN QUALITY MUN INCOME FD COM 0.0%
Value ($000) $104,595 Shares 7,829 Est. Cost $13359.94 Unrealized
PFFD GLOBAL X FDS U S PFD ETF 0.0%
Value ($000) $102,577 Shares 4,365 Est. Cost $23499.88 Unrealized
PIMCO NEW YORK MUN INCOME FD II COM 0.0%
Value ($000) $101,097 Shares 10,641 Est. Cost $11.61 Unrealized
EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FD COM 0.0%
Value ($000) $99,266 Shares 10,223 Est. Cost $9.95 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $99,210 Shares 1,000 Est. Cost $103.58 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $98,617 Shares 1,700 Est. Cost $54.53 Unrealized 0.0%
BRCC BRC INC COM CL A 0.0%
Value ($000) $98,089 Shares 4,700 Est. Cost $17.65 Unrealized 0.0%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $96,759 Shares 425 Est. Cost $227668.23 Unrealized
NUVEEN MULTI-ASSET INCOME FD COM 0.0%
Value ($000) $96,487 Shares 5,956 Est. Cost $16199.97 Unrealized
BIV VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF 0.0%
Value ($000) $95,741 Shares 1,169 Est. Cost $81899.91 Unrealized
FDL FIRST TR MORNINGSTAR DIVID LEADERS INDEX FD SHS 0.0%
Value ($000) $95,472 Shares 2,550 Est. Cost $37440.00 Unrealized
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $94,467 Shares 725 Est. Cost $130299.31 Unrealized
AVDV AMERICAN CENTY ETF TR AVANTIS INTL SMALL CAP VALUE ETF 0.0%
Value ($000) $94,182 Shares 1,505 Est. Cost $62579.40 Unrealized
BIDU BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISINUS0567521085 0.0%
Value ($000) $92,610 Shares 700 Est. Cost $132300.00 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $92,104 Shares 590 Est. Cost $129.65 Unrealized 0.0%
BBAG J P MORGAN EXCHANGE-TRADED FD TR U S AGGREGATE BD ETF NEW 0.0%
Value ($000) $91,019 Shares 1,802 Est. Cost $50509.99 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 0.0%
Value ($000) $90,723 Shares 1,150 Est. Cost $78889.56 Unrealized
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $90,313 Shares 725 Est. Cost $124569.66 Unrealized
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $90,251 Shares 1,967 Est. Cost $44.60 Unrealized 0.0%
RY ROYAL BK CDA MONTREAL QUE ISIN CA7800871021 0.0%
Value ($000) $89,318 Shares 810 Est. Cost $112.12 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $89,117 Shares 458 Est. Cost $194.60 Unrealized -12.5%
GOVT ISHARES TR U S TREAS BD ETF 0.0%
Value ($000) $88,903 Shares 3,569 Est. Cost $26.46 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD VI MULTI-ASSET DIVERSIFIED INCOME INDEX FD 0.0%
Value ($000) $88,515 Shares 5,250 Est. Cost $16860.00 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $88,472 Shares 1,258 Est. Cost $60.10 Unrealized 0.0%
DHR DANAHER CORP COM 0.0%
Value ($000) $87,999 Shares 300 Est. Cost $245.73 Unrealized 0.0%
SMLF ISHARES TR MSCI USA SM CAP MULTIFACTOR ETF 0.0%
Value ($000) $87,312 Shares 1,600 Est. Cost $53.56 Unrealized
STM STMICROELECTRONICS NV SHS N Y REGISTRY 0.0%
Value ($000) $86,460 Shares 2,000 Est. Cost $43230.00 Unrealized
PIMCO NEW YORK MUN INCOME FD III COM 0.0%
Value ($000) $86,149 Shares 9,959 Est. Cost $8650.37 Unrealized
TOTALENERGIES SE SPONS ADR ISINUS89151E1091 0.0%
Value ($000) $85,862 Shares 1,698 Est. Cost $50566.55 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $84,252 Shares 2,950 Est. Cost $24.69 Unrealized 0.0%
INVESCO MUN TR COM 0.0%
Value ($000) $83,942 Shares 7,293 Est. Cost $11509.94 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $83,525 Shares 2,500 Est. Cost $25.54 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS INC COM 0.0%
Value ($000) $82,782 Shares 1,800 Est. Cost $49.51 Unrealized 0.0%
AEROJET ROCKETDYNE HLDGS INC COM 0.0%
Value ($000) $82,635 Shares 2,100 Est. Cost $39350.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $82,265 Shares 52 Est. Cost $30.11 Unrealized 0.0%
BCE BCE INC COM NEW ISINCA05534B7604 SHS 0.0%
Value ($000) $81,803 Shares 1,475 Est. Cost $39.99 Unrealized 0.0%
FPE FIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETF 0.0%
Value ($000) $81,786 Shares 4,300 Est. Cost $19020.00 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $81,255 Shares 1,500 Est. Cost $26.78 Unrealized 0.0%
TPL TEXAS PAC LD CORP COM 0.0%
Value ($000) $81,126 Shares 60 Est. Cost $125.11 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM 0.0%
Value ($000) $78,929 Shares 601 Est. Cost $118.86 Unrealized 0.0%
VOT VANGUARD INDEX FDS MID-CAP GROWTH ETF 0.0%
Value ($000) $77,983 Shares 350 Est. Cost $222808.58 Unrealized
RF REGIONS FINL CORP NEW COM 0.0%
Value ($000) $77,910 Shares 3,500 Est. Cost $19.89 Unrealized 0.0%
NUVEEN AMT-FREE MUN CR INCOME FD COM 0.0%
Value ($000) $76,834 Shares 5,195 Est. Cost $14789.99 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LTD SHS ISINBMG667211046 0.0%
Value ($000) $76,580 Shares 3,500 Est. Cost $20.43 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $76,357 Shares 1,346 Est. Cost $50.63 Unrealized 0.0%
SYLD CAMBRIA ETF TR SHAREHOLDER YIELD ETF 0.0%
Value ($000) $76,052 Shares 1,190 Est. Cost $63909.24 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $75,690 Shares 1,500 Est. Cost $52.63 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR REAL ESTATE SELECT SECTOR SPDR FD 0.0%
Value ($000) $75,620 Shares 1,565 Est. Cost $48319.49 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $75,480 Shares 9,250 Est. Cost $8160.00 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $75,014 Shares 1,715 Est. Cost $48.17 Unrealized 0.0%
DFNM DIMENSIONAL ETF TR NATL MUN BD ETF 0.0%
Value ($000) $73,659 Shares 1,520 Est. Cost $48459.87 Unrealized
SYK STRYKER CORP COMMON 0.0%
Value ($000) $73,521 Shares 275 Est. Cost $255.22 Unrealized -2.7%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $73,280 Shares 1,600 Est. Cost $40.90 Unrealized 0.0%
LIT GLOBAL X LITHIUM AND BATTERY ETF 0.0%
Value ($000) $73,131 Shares 950 Est. Cost $76980.00 Unrealized
BKR BAKER HUGHES CO CL A 0.0%
Value ($000) $72,820 Shares 2,000 Est. Cost $27.68 Unrealized 0.0%
SHOCKWAVE MED INC COM 0.0%
Value ($000) $72,576 Shares 350 Est. Cost $207360.00 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $72,417 Shares 753 Est. Cost $90.59 Unrealized 0.0%
TEKLA HEALTHCARE OPPORTUNITIES FD SHS BEN INT 0.0%
Value ($000) $72,345 Shares 3,250 Est. Cost $22260.00 Unrealized
EFAV ISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETF 0.0%
Value ($000) $72,140 Shares 1,000 Est. Cost $72140.00 Unrealized
CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVAL CORP & 1 TR SH BEN INT P&O PRINCESS SPL VTG TR ISINPA1436583006 0.0%
Value ($000) $70,770 Shares 3,500 Est. Cost $20.22 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $70,300 Shares 400 Est. Cost $160.33 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $70,131 Shares 1,932 Est. Cost $32.05 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $69,112 Shares 800 Est. Cost $72.84 Unrealized 0.0%
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 0.0%
Value ($000) $67,915 Shares 1,605 Est. Cost $42314.64 Unrealized
NOMD NOMAD FOODS LTD SHS ISINVGG6564A1057 0.0%
Value ($000) $67,740 Shares 3,000 Est. Cost $24.30 Unrealized 0.0%
GOLDMAN SACHS ETF TR GOLDMAN SACHS FUTURE PLANET EQUITY ETF 0.0%
Value ($000) $67,645 Shares 1,950 Est. Cost $34689.74 Unrealized
PUTNAM MUNICIPAL OPPORTUNITIES TRUST SBI 0.0%
Value ($000) $67,570 Shares 5,800 Est. Cost $11650.00 Unrealized
NUVEEN PFD & INCOME OPPORTUNITIES FD COM 0.0%
Value ($000) $67,370 Shares 7,852 Est. Cost $8579.98 Unrealized
MBB ISHARES TR MBS ETF 0.0%
Value ($000) $67,132 Shares 659 Est. Cost $101869.50 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $66,826 Shares 120 Est. Cost $112.05 Unrealized 0.0%
ASML ASML HLDG N V N Y REGISTRY SHS NEW 2012 0.0%
Value ($000) $66,793 Shares 100 Est. Cost $667930.00 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $66,674 Shares 680 Est. Cost $91.20 Unrealized -4.1%
SNSR GLOBAL X FDS INTERNET OF THINGS THEMATIC ETF 0.0%
Value ($000) $66,540 Shares 2,000 Est. Cost $33270.00 Unrealized
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $65,967 Shares 3,300 Est. Cost $17.16 Unrealized 0.0%
JMST J P MORGAN EXCHANGE-TRADED FD TR ULTRA SHORT MUN INCOME ETF 0.0%
Value ($000) $65,832 Shares 1,300 Est. Cost $50640.00 Unrealized
HDB HDFC BK LTD ADR REPSTG 3 SHS 0.0%
Value ($000) $64,396 Shares 1,050 Est. Cost $61329.52 Unrealized
BNY MELLON MUN INCOME INC COM 0.0%
Value ($000) $63,300 Shares 8,340 Est. Cost $7589.93 Unrealized
AME AMETEK INC NEW COM 0.0%
Value ($000) $63,260 Shares 475 Est. Cost $130.90 Unrealized 0.0%
VLUE ISHARES TR MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $62,219 Shares 595 Est. Cost $104569.75 Unrealized
NTR NUTRIEN LTD REGISTERED SHS ISINCA67077M1086 0.0%
Value ($000) $62,080 Shares 600 Est. Cost $73.42 Unrealized 0.0%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $61,769 Shares 850 Est. Cost $84.72 Unrealized 0.0%
JBL JABIL INC COM 0.0%
Value ($000) $61,730 Shares 1,000 Est. Cost $60.90 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $61,642 Shares 801 Est. Cost $75.10 Unrealized 0.0%
INVESCO TR INVT GRADE NEW YORK MUNS COM 0.0%
Value ($000) $61,636 Shares 5,318 Est. Cost $11590.07 Unrealized
FCEF FIRST TR EXCHANGE-TRADED FD VIII INCOME OPPORTUNITIES ETF 0.0%
Value ($000) $61,204 Shares 2,600 Est. Cost $23540.00 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $60,923 Shares 140 Est. Cost $402.21 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value ($000) $60,720 Shares 800 Est. Cost $56.03 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $60,683 Shares 162 Est. Cost $55.03 Unrealized -24.3%
KNG FIRST TR EXCHANGE TRADED FD IV FT CBOE VEST S&P 500 DIVID ARISTOCRATS TARGET ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $60,291 Shares 1,100 Est. Cost $54810.00 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $59,070 Shares 973 Est. Cost $60709.15 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $58,844 Shares 543 Est. Cost $108368.32 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $58,811 Shares 1,185 Est. Cost $50.75 Unrealized 0.0%
DGS WISDOMTREE TR EMERGING MKTS SMALL CAP 0.0%
Value ($000) $58,630 Shares 1,100 Est. Cost $53300.00 Unrealized
IVV ISHARES TR CORE S&P 500 ETF 0.0%
Value ($000) $58,526 Shares 129 Est. Cost $453689.94 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $58,008 Shares 800 Est. Cost $58.69 Unrealized 0.0%
IQDY FLEXSHARES TR INTL QUALITY DIVIDEND DYNAMIC INDEX FD 0.0%
Value ($000) $57,249 Shares 2,000 Est. Cost $28624.50 Unrealized
VNO VORNADO RLTY TR COM 0.0%
Value ($000) $56,650 Shares 1,250 Est. Cost $45320.00 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $56,493 Shares 900 Est. Cost $55.04 Unrealized 0.0%
IVZ INVESCO LTD ORD SHS ISINBMG491BT11088 0.0%
Value ($000) $55,344 Shares 2,400 Est. Cost $18.55 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $55,074 Shares 2,082 Est. Cost $26452.45 Unrealized
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $54,978 Shares 10,200 Est. Cost $17.17 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE 0.0%
Value ($000) $54,796 Shares 400 Est. Cost $136990.00 Unrealized
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $54,600 Shares 750 Est. Cost $41.80 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $54,313 Shares 264 Est. Cost $196.64 Unrealized 0.0%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $54,201 Shares 3,016 Est. Cost $17971.15 Unrealized
GXO GXO LOGISTICS INC COM 0.0%
Value ($000) $53,505 Shares 750 Est. Cost $79.89 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $53,300 Shares 2,000 Est. Cost $9.45 Unrealized 0.0%
IWV ISHARES TR RUSSELL 3000 ETF 0.0%
Value ($000) $52,474 Shares 200 Est. Cost $262370.00 Unrealized
GUGGENHEIM STRATEGIC OPPORTUNITIES FD COM SHS OF BEN INT 0.0%
Value ($000) $52,296 Shares 2,751 Est. Cost $19009.81 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $52,215 Shares 1,500 Est. Cost $38.19 Unrealized 0.0%
ARKG ARK ETF TR GENOMIC REVOLUTION MULTI SECTOR ETF 0.0%
Value ($000) $52,084 Shares 1,134 Est. Cost $45929.45 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $51,579 Shares 100 Est. Cost $473.40 Unrealized 0.0%
USRT ISHARES TR CORE U S REIT ETF 0.0%
Value ($000) $50,750 Shares 785 Est. Cost $64649.68 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $50,205 Shares 695 Est. Cost $60.38 Unrealized 0.0%
XJPIX NUVEEN PFD & INCOME TERM FD COM 0.0%
Value ($000) $50,137 Shares 2,280 Est. Cost $21989.91 Unrealized
MDT MEDTRONIC PLC SHS ISINIE00BTN1Y115 0.0%
Value ($000) $50,013 Shares 450 Est. Cost $93.67 Unrealized 0.0%
MRNA MODERNA INC COM 0.0%
Value ($000) $49,955 Shares 290 Est. Cost $168.36 Unrealized 0.0%
CMA COMERICA INC COM 0.0%
Value ($000) $49,736 Shares 550 Est. Cost $77.88 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.0%
Value ($000) $49,045 Shares 100 Est. Cost $490450.00 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $48,910 Shares 1,000 Est. Cost $41.62 Unrealized 0.0%
NIO NIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISINUS62914V1061 0.0%
Value ($000) $48,415 Shares 2,300 Est. Cost $21050.00 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $48,310 Shares 1,290 Est. Cost $33.49 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $48,168 Shares 1,350 Est. Cost $35.96 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $47,670 Shares 600 Est. Cost $60.03 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $47,666 Shares 885 Est. Cost $47.01 Unrealized 0.0%
CRPT FIRST TR EXCHANGE-TRADED FD VIII SKYBRIDGE CRYPTO INDUSTRY & ECONOMY ETF 0.0%
Value ($000) $46,800 Shares 3,250 Est. Cost $14400.00 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $46,524 Shares 600 Est. Cost $76.40 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $45,826 Shares 200 Est. Cost $258.49 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $45,682 Shares 1,400 Est. Cost $33.07 Unrealized 0.0%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $45,620 Shares 1,872 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $45,295 Shares 285 Est. Cost $158929.83 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $44,766 Shares 900 Est. Cost $41.84 Unrealized 0.0%
GLP GLOBAL PARTNERS LP COM UNIT REPSTG LTD PARTNER INT 0.0%
Value ($000) $43,632 Shares 1,600 Est. Cost $27270.00 Unrealized
BOTZ GLOBAL X FDS ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $43,515 Shares 1,500 Est. Cost $29010.00 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $43,109 Shares 491 Est. Cost $87798.37 Unrealized
HRTG HERITAGE INS HLDGS INC COM 0.0%
Value ($000) $42,840 Shares 6,000 Est. Cost $6.19 Unrealized 0.0%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $42,519 Shares 2,961 Est. Cost $13.09 Unrealized 0.0%
JPUS J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN 0.0%
Value ($000) $41,788 Shares 400 Est. Cost $104470.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISINUS8740391003 0.0%
Value ($000) $41,704 Shares 400 Est. Cost $104260.00 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $40,941 Shares 300 Est. Cost $109.73 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $40,904 Shares 800 Est. Cost $48.26 Unrealized 0.0%
FUTY FIDELITY COVINGTON TR MSCI UTILS INDEX ETF 0.0%
Value ($000) $40,732 Shares 850 Est. Cost $47920.00 Unrealized
ARKQ ARK ETF TR INDL INNOVATION ETF 0.0%
Value ($000) $40,460 Shares 598 Est. Cost $67658.86 Unrealized
ULTA ULTA SALON COSMETICS & FRAGRANCE INC 0.0%
Value ($000) $39,822 Shares 100 Est. Cost $376.42 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $39,720 Shares 800 Est. Cost $40.89 Unrealized 0.0%
SPYD SPDR SER TR S&P 500 HIGH DIVID ETF 0.0%
Value ($000) $39,555 Shares 900 Est. Cost $43950.00 Unrealized
TAIWAN FD INC COM 0.0%
Value ($000) $39,480 Shares 1,200 Est. Cost $32900.00 Unrealized
NUVEEN MUN CR INCOME FD COM 0.0%
Value ($000) $39,096 Shares 2,676 Est. Cost $14609.86 Unrealized
BAR GRANITESHARES GOLD TR SHS BEN INT 0.0%
Value ($000) $38,976 Shares 2,030 Est. Cost $19200.00 Unrealized
DWS MUN INCOME TR NEW COM 0.0%
Value ($000) $38,090 Shares 3,659 Est. Cost $10409.95 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $37,953 Shares 300 Est. Cost $127.37 Unrealized 0.0%
ALLIANCEBERNSTEIN NATL MUN INCOME FD INC COM 0.0%
Value ($000) $37,770 Shares 3,000 Est. Cost $12590.00 Unrealized
VCIT VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS 0.0%
Value ($000) $37,427 Shares 435 Est. Cost $86039.08 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $36,546 Shares 200 Est. Cost $158.80 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.0%
Value ($000) $36,445 Shares 695 Est. Cost $52438.85 Unrealized
BLACKROCK RES & COMMODITIES STRATEGY TR SHS 0.0%
Value ($000) $36,249 Shares 3,283 Est. Cost $11041.43 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $36,056 Shares 3,314 Est. Cost $11.05 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $35,812 Shares 280 Est. Cost $116.47 Unrealized 0.0%
HANCOCK JOHN PFD INCOME FD III COM 0.0%
Value ($000) $35,678 Shares 1,986 Est. Cost $17964.75 Unrealized
BARRICK GOLD CORP COM ISINCA0679011084 0.0%
Value ($000) $35,568 Shares 1,450 Est. Cost $24529.65 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $35,490 Shares 350 Est. Cost $101.21 Unrealized 0.0%
NUVEEN TAXABLE MUNICIPAL INCOME FD COM 0.0%
Value ($000) $35,422 Shares 1,772 Est. Cost $19989.84 Unrealized
NUMG NUSHARES ETF TR ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $35,056 Shares 800 Est. Cost $43820.00 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $35,011 Shares 2,550 Est. Cost $13.34 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $35,003 Shares 245 Est. Cost $142.81 Unrealized 0.0%
BLACKROCK MUNIHOLDINGS N Y QUALITY FD INC COM 0.0%
Value ($000) $34,614 Shares 2,700 Est. Cost $12820.00 Unrealized
CNK CINEMARK HLDGS INC COM 0.0%
Value ($000) $34,560 Shares 2,000 Est. Cost $16.42 Unrealized 0.0%
LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 0.0%
Value ($000) $34,467 Shares 285 Est. Cost $120936.84 Unrealized
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $34,301 Shares 4,872 Est. Cost $7040.44 Unrealized
AVRE AMERICAN CENTY ETF TR AVANTIS REAL ESTATE ETF 0.0%
Value ($000) $33,920 Shares 645 Est. Cost $52589.15 Unrealized
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $33,657 Shares 250 Est. Cost $134628.00 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $33,624 Shares 200 Est. Cost $63.43 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.0%
Value ($000) $33,553 Shares 1,300 Est. Cost $25810.00 Unrealized
DON WISDOMTREE TR U S MIDCAP DIVID FD 0.0%
Value ($000) $33,315 Shares 750 Est. Cost $44420.00 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $33,300 Shares 2,000 Est. Cost $15.46 Unrealized 0.0%
EATON VANCE MUN INCOME TR SH BEN INT 0.0%
Value ($000) $33,223 Shares 2,806 Est. Cost $11839.99 Unrealized
SU SUNCOR ENERGY INC NEW COM ISINCA8672241079 0.0%
Value ($000) $32,590 Shares 1,000 Est. Cost $25.50 Unrealized 0.0%
AVLV AMERICAN CENTY ETF TR AVANTIS U S LARGE CAP VALUE ETF 0.0%
Value ($000) $32,436 Shares 600 Est. Cost $54060.00 Unrealized
DVY ISHARES TR SELECT DIVID ETF FD 0.0%
Value ($000) $32,032 Shares 250 Est. Cost $128128.00 Unrealized
LINDE PLC SH ISINIE00BZ12WP82 0.0%
Value ($000) $31,943 Shares 100 Est. Cost $319430.00 Unrealized
NUSC NUSHARES ETF TR ESG SM-CAP ETF 0.0%
Value ($000) $31,672 Shares 795 Est. Cost $39838.99 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $31,395 Shares 2,100 Est. Cost $14.48 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $30,942 Shares 200 Est. Cost $136.20 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS ISINIE00BK9ZQ967 0.0%
Value ($000) $30,540 Shares 200 Est. Cost $155.76 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $30,290 Shares 500 Est. Cost $63.23 Unrealized 0.0%
SNY SANOFI SPONS ADR ISINUS80105N1054 0.0%
Value ($000) $29,678 Shares 578 Est. Cost $51346.02 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $29,433 Shares 390 Est. Cost $58.05 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $29,295 Shares 3,100 Est. Cost $11.48 Unrealized 0.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $29,235 Shares 500 Est. Cost $60.88 Unrealized 0.0%
AGCO AGCO CORP DEL COM 0.0%
Value ($000) $29,206 Shares 200 Est. Cost $109.55 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $29,093 Shares 319 Est. Cost $85.95 Unrealized 0.0%
QCLN FIRST TR EXCHANGE-TRADED FD NASDAQ CLEAN EDGE GREEN ENERGY INDEX 0.0%
Value ($000) $29,079 Shares 450 Est. Cost $64620.00 Unrealized
COHEN & STEERS INFRASTRUCTURE FD INC COM 0.0%
Value ($000) $28,950 Shares 1,000 Est. Cost $28950.00 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR ISINUS8740602052 0.0%
Value ($000) $28,869 Shares 2,016 Est. Cost $14319.94 Unrealized
FQAL FIDELITY COVINGTON TR QUALITY FACTOR ETF 0.0%
Value ($000) $28,748 Shares 550 Est. Cost $52269.09 Unrealized
SUN SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INT 0.0%
Value ($000) $28,588 Shares 700 Est. Cost $40840.00 Unrealized
NEAR ISHARES U S ETF TR BLACKROCK SHORT MATURITY BD ETF 0.0%
Value ($000) $28,354 Shares 572 Est. Cost $49569.93 Unrealized
TOL TOLL BROS INC COM 0.0%
Value ($000) $28,212 Shares 600 Est. Cost $56.03 Unrealized 0.0%
HANCOCK JOHN PFD INCOME FD SH BEN INT 0.0%
Value ($000) $28,154 Shares 1,455 Est. Cost $19349.83 Unrealized
KBWD INVESCO EXCHANGE-TRADED FD TR II KBW HIGH DIVID YIELD FINL ETF 0.0%
Value ($000) $27,342 Shares 1,400 Est. Cost $19530.00 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $27,082 Shares 200 Est. Cost $119.51 Unrealized 0.0%
BLACKROCK MUNIHOLDINGS N J QUALITY FD INC COM 0.0%
Value ($000) $26,700 Shares 2,000 Est. Cost $13350.00 Unrealized
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $26,560 Shares 2,285 Est. Cost $11623.63 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD II NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $26,555 Shares 500 Est. Cost $53110.00 Unrealized
EATON VANCE ENHANCED EQUITY INCOME FD II COM 0.0%
Value ($000) $26,250 Shares 1,250 Est. Cost $21000.00 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $26,090 Shares 1,000 Est. Cost $26.63 Unrealized 0.0%
FLAHERTY & CRUMRINE DYNAMIC PFD & INCOME FD INC SHS 0.0%
Value ($000) $26,040 Shares 1,000 Est. Cost $26040.00 Unrealized
PTBD PACER FDS TR TRENDPILOT U S BD ETF 0.0%
Value ($000) $25,768 Shares 1,060 Est. Cost $24309.43 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $25,650 Shares 300 Est. Cost $69.68 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $25,563 Shares 150 Est. Cost $148.65 Unrealized 0.0%
NUVEEN INTER DURATION MUN TERM FD COM 0.0%
Value ($000) $25,331 Shares 1,828 Est. Cost $13857.22 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.0%
Value ($000) $25,256 Shares 225 Est. Cost $112248.89 Unrealized
OPTU ALTICE USA INC CL A 0.0%
Value ($000) $24,960 Shares 2,000 Est. Cost $13.36 Unrealized 0.0%
IUSB ISHARES TR CORE TOTAL USD BD MKT ETF 0.0%
Value ($000) $24,815 Shares 500 Est. Cost $49630.00 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $24,666 Shares 200 Est. Cost $102.06 Unrealized 0.0%
ISTB ISHARES TR CORE 1-5 YR USD BD ETF 0.0%
Value ($000) $24,569 Shares 507 Est. Cost $48459.57 Unrealized
TEKLA WORLD HEALTHCARE FD BEN INT SHS 0.0%
Value ($000) $24,368 Shares 1,600 Est. Cost $15230.00 Unrealized
FREL FIDELITY COVINGTON TR MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $24,292 Shares 750 Est. Cost $32389.33 Unrealized
SPOT SPOTIFY TECHNOLOGY SA REGISTERED SHS ISINLU1778762911 0.0%
Value ($000) $24,163 Shares 160 Est. Cost $170.66 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC C/A EFF 04/04/22 1 OLD / .118 NEW CU 55261F104 M&T BK CORP 0.0%
Value ($000) $24,070 Shares 1,204 Est. Cost $19991.69 Unrealized
DRAFTKINGS INC CL A 0.0%
Value ($000) $23,364 Shares 1,200 Est. Cost $19470.00 Unrealized
INFL LISTED FDS TR HORIZON KINETICS INFLATION BENEFICIARIES ETF 0.0%
Value ($000) $23,317 Shares 700 Est. Cost $33310.00 Unrealized
FIS FIDELITY NATL INFORMATION SVCS INC COM 0.0%
Value ($000) $23,096 Shares 230 Est. Cost $94.86 Unrealized 0.0%
NULV NUSHARES ETF TR ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $22,818 Shares 600 Est. Cost $38030.00 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF 0.0%
Value ($000) $22,800 Shares 300 Est. Cost $76000.00 Unrealized
SUSC ISHARES TR ESG AWARE USD CORPORATE BD ETF 0.0%
Value ($000) $22,617 Shares 900 Est. Cost $25130.00 Unrealized
EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FD COM 0.0%
Value ($000) $22,455 Shares 1,607 Est. Cost $13973.24 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FD INC COM 0.0%
Value ($000) $22,360 Shares 2,000 Est. Cost $11180.00 Unrealized
MANDIANT INC COM 0.0%
Value ($000) $22,310 Shares 1,000 Est. Cost $22310.00 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $22,291 Shares 150 Est. Cost $148606.67 Unrealized
EATON VANCE MUN INCOME 2028 TERM TR SHS 0.0%
Value ($000) $22,093 Shares 1,081 Est. Cost $20437.56 Unrealized
BLACKROCK BUILD AMER BD TR SHS 0.0%
Value ($000) $22,020 Shares 1,000 Est. Cost $22020.00 Unrealized
BBBY OVERSTOCK COM INC DEL COM 0.0%
Value ($000) $22,002 Shares 500 Est. Cost $48.88 Unrealized 0.0%
HIMX HIMAX TECHNOLOGIES INC SPONS ADR 0.0%
Value ($000) $21,720 Shares 2,000 Est. Cost $10860.00 Unrealized
NUBD NUSHARES ETF TR ESG US AGGREGATE BD ETF 0.0%
Value ($000) $21,707 Shares 900 Est. Cost $24118.89 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $21,424 Shares 200 Est. Cost $114.77 Unrealized 0.0%
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF 0.0%
Value ($000) $21,331 Shares 275 Est. Cost $77567.27 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.0%
Value ($000) $21,236 Shares 174 Est. Cost $122045.98 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.0%
Value ($000) $20,809 Shares 60 Est. Cost $346816.66 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.0%
Value ($000) $20,758 Shares 50 Est. Cost $415160.00 Unrealized
KRE SPDR SER TR S&P REGL BKG ETF 0.0%
Value ($000) $20,670 Shares 300 Est. Cost $68900.00 Unrealized
SONY SONY GROUP CORP AMERN SH NEW ISINUS8356993076 0.0%
Value ($000) $20,542 Shares 200 Est. Cost $102710.00 Unrealized
PARAMOUNT GLOBAL CL A COM STK 0.0%
Value ($000) $20,205 Shares 500 Est. Cost $40410.00 Unrealized
RWL INVESCO EXCHANGE-TRADED FD TR II INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $20,167 Shares 250 Est. Cost $80668.00 Unrealized
BLACKROCK MUNI C/A EFF 04/12/22 1 OLD/ 1.0108678 NEW CU 09254X101 BLACKROCK MUNI 0.0%
Value ($000) $20,070 Shares 1,500 Est. Cost $13380.00 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $19,785 Shares 500 Est. Cost $37.88 Unrealized 0.0%
SUSB ISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETF 0.0%
Value ($000) $19,704 Shares 800 Est. Cost $24630.00 Unrealized
ARKW ARK ETF TR WEB X 0 ETF 0.0%
Value ($000) $19,624 Shares 225 Est. Cost $87217.78 Unrealized
MTUM ISHARES TR MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $19,351 Shares 115 Est. Cost $168269.56 Unrealized
VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $19,078 Shares 75 Est. Cost $254373.33 Unrealized
NOBL PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF 0.0%
Value ($000) $18,982 Shares 200 Est. Cost $94910.00 Unrealized
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $18,905 Shares 500 Est. Cost $37810.00 Unrealized
ARKX ARK ETF TR ARK SPACE EXPL & INNOVATION ETF 0.0%
Value ($000) $18,826 Shares 1,050 Est. Cost $17929.52 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TR SH BEN INT 0.0%
Value ($000) $18,763 Shares 1,540 Est. Cost $12183.77 Unrealized
DUHP DIMENSIONAL ETF TR DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $18,694 Shares 710 Est. Cost $26329.58 Unrealized
BB BLACKBERRY LTD COM ISINCA09228F1036 0.0%
Value ($000) $18,650 Shares 2,500 Est. Cost $7.53 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $18,460 Shares 400 Est. Cost $38.65 Unrealized 0.0%
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value ($000) $18,250 Shares 501 Est. Cost $36427.14 Unrealized
BLACKROCK MUNIYIELD N Y QUALITY FD INC COM 0.0%
Value ($000) $18,150 Shares 1,500 Est. Cost $12100.00 Unrealized
DFIP DIMENSIONAL ETF TR INFLATION PROTECTED SECS ETF 0.0%
Value ($000) $18,148 Shares 380 Est. Cost $47757.89 Unrealized
PGX INVESCO EXCHANGE-TRADED FD TR II PFD ETF 0.0%
Value ($000) $18,020 Shares 1,328 Est. Cost $13569.28 Unrealized
PDM PIEDMONT OFFICE RLTY TR INC COM CL A 0.0%
Value ($000) $17,977 Shares 1,044 Est. Cost $17219.35 Unrealized
HOLLY ENERGY PARTNERS L P COM UNIT REPSTG LIMITED PARTNER 0.0%
Value ($000) $17,690 Shares 1,000 Est. Cost $17690.00 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $17,594 Shares 100 Est. Cost $175940.00 Unrealized
PSLV SPROTT PHYSICAL SILVER TR UNIT ISINCA85207K1075 0.0%
Value ($000) $17,540 Shares 2,000 Est. Cost $8770.00 Unrealized
PLOW DOUGLAS DYNAMICS INC COM 0.0%
Value ($000) $17,295 Shares 500 Est. Cost $36.36 Unrealized 0.0%
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $17,275 Shares 500 Est. Cost $34550.00 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $17,197 Shares 134 Est. Cost $128335.82 Unrealized
IQDF FLEXSHARES TR INTL QUALITY DIVIDEND INDEX FD 0.0%
Value ($000) $17,186 Shares 720 Est. Cost $23869.44 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 08/03/2027 0.0%
Value ($000) $17,016 Shares 483 Est. Cost $35229.81 Unrealized
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $16,961 Shares 350 Est. Cost $48.49 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- WRITE INCOME FD COM 0.0%
Value ($000) $16,900 Shares 1,000 Est. Cost $16900.00 Unrealized
EATON VANCE ENHANCED EQUITY INCOME FD COM 0.0%
Value ($000) $16,569 Shares 900 Est. Cost $18410.00 Unrealized
APA APA CORP COM 0.0%
Value ($000) $16,532 Shares 400 Est. Cost $30.86 Unrealized 0.0%
BLACKROCK UTILITIES INFRASTRCTURE & POWER OPPORTUNITIES TRUST 0.0%
Value ($000) $16,516 Shares 650 Est. Cost $25409.23 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $16,383 Shares 1,110 Est. Cost $14759.46 Unrealized
NUVEEN AMT-FREE QUALITY MUN INCOME FD COM 0.0%
Value ($000) $16,254 Shares 1,237 Est. Cost $13139.85 Unrealized
CRBU CARIBOU BIOSCIENCES INC COM 0.0%
Value ($000) $16,065 Shares 1,750 Est. Cost $10.54 Unrealized 0.0%
INVITAE CORP COM 0.0%
Value ($000) $15,940 Shares 2,000 Est. Cost $7970.00 Unrealized
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $15,636 Shares 75 Est. Cost $208480.00 Unrealized
LUMINAR TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $15,630 Shares 1,000 Est. Cost $15630.00 Unrealized
IVE ISHARES TR S&P 500 VALUE ETF 0.0%
Value ($000) $15,572 Shares 100 Est. Cost $155720.00 Unrealized
DWS STRATEGIC MUN INCOME TR NEW COM 0.0%
Value ($000) $15,510 Shares 1,500 Est. Cost $10340.00 Unrealized
VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF 0.0%
Value ($000) $15,465 Shares 300 Est. Cost $51550.00 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $15,310 Shares 250 Est. Cost $49.03 Unrealized 0.0%
IVW ISHARES TR S&P 500 GROWTH ETF 0.0%
Value ($000) $15,276 Shares 200 Est. Cost $76380.00 Unrealized
EEMV ISHARES INC MSCI EMERGING MKTS MIN VOL FACTOR ETF 0.0%
Value ($000) $15,257 Shares 250 Est. Cost $61028.00 Unrealized
DUFF & PHELPS UTIL & INFRASTRUCTURE FD INC COM 0.0%
Value ($000) $15,180 Shares 1,000 Est. Cost $15180.00 Unrealized
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $15,127 Shares 1,153 Est. Cost $15.05 Unrealized 0.0%
DRUP GRANITESHARES ETF TR XOUT U S LARGE CAP ETF 0.0%
Value ($000) $15,121 Shares 365 Est. Cost $41427.40 Unrealized
CCJ CAMECO CORP COM ISINCA13321L1085 0.0%
Value ($000) $14,550 Shares 500 Est. Cost $23.23 Unrealized 0.0%
DJT DIGITAL WORLD ACQUISITION CORP CL A 0.0%
Value ($000) $14,450 Shares 224 Est. Cost $75.25 Unrealized 0.0%
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.0%
Value ($000) $14,440 Shares 150 Est. Cost $96266.66 Unrealized
BOND PIMCO ETF TR ACTIVE BD ETF 0.0%
Value ($000) $13,943 Shares 137 Est. Cost Unrealized
SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF 0.0%
Value ($000) $13,893 Shares 258 Est. Cost $53848.84 Unrealized
SHY ISHARES TR 1-3 YR TREAS BD ETF 0.0%
Value ($000) $13,752 Shares 165 Est. Cost $83345.45 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $13,500 Shares 511 Est. Cost $28.67 Unrealized 0.0%
IEF ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF 0.0%
Value ($000) $13,433 Shares 125 Est. Cost $107464.00 Unrealized
LRGF ISHARES TR EDGE MSCI MULTIFACTOR USA ETF 0.0%
Value ($000) $13,344 Shares 300 Est. Cost $44480.00 Unrealized
TLT ISHARES TR BARCLAYS 20 YR TREAS BD ETF 0.0%
Value ($000) $13,208 Shares 100 Est. Cost $132080.00 Unrealized
BLACKROCK FLOATING RATE INCOME TR COM 0.0%
Value ($000) $13,175 Shares 1,033 Est. Cost $12754.11 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $12,935 Shares 97 Est. Cost $122.58 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DIVID TR COM 0.0%
Value ($000) $12,870 Shares 1,300 Est. Cost $9900.00 Unrealized
FXI ISHARES TR CHINA LARGE-CAP ETF 0.0%
Value ($000) $12,788 Shares 400 Est. Cost $31970.00 Unrealized
JCPB J P MORGAN EXCHANGE-TRADED FD TR CORE PLUS BD ETF 0.0%
Value ($000) $12,767 Shares 250 Est. Cost $51068.00 Unrealized
IGF ISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FD 0.0%
Value ($000) $12,715 Shares 250 Est. Cost $50860.00 Unrealized
NUVEEN N Y DIVID QUALITY MUN INCOME FD COM 0.0%
Value ($000) $12,661 Shares 1,007 Est. Cost $12572.99 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN CH0334081137 0.0%
Value ($000) $12,554 Shares 200 Est. Cost $62.79 Unrealized 0.0%
XNXNX NUVEEN N Y SELECT TAX FREE INCOME PORTFOLIO SH BEN INT 0.0%
Value ($000) $12,526 Shares 1,011 Est. Cost $12389.71 Unrealized
XAR SPDR SER TR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $12,468 Shares 100 Est. Cost $124680.00 Unrealized
EMB ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF 0.0%
Value ($000) $12,415 Shares 127 Est. Cost $97755.91 Unrealized
SLB SCHLUMBERGER LTD COM ISIN AN8068571086 0.0%
Value ($000) $12,393 Shares 300 Est. Cost $35.90 Unrealized 0.0%
HNDL STRATEGY SHS NASDAQ 7 HANDL INDEX ETF 0.0%
Value ($000) $12,055 Shares 500 Est. Cost $24110.00 Unrealized
JPIN J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN ETF 0.0%
Value ($000) $11,865 Shares 210 Est. Cost $56500.00 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $11,826 Shares 200 Est. Cost $44.56 Unrealized 0.0%
VFH VANGUARD WORLD FDS VANGUARD FINLS ETF 0.0%
Value ($000) $11,788 Shares 126 Est. Cost $93555.55 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $11,723 Shares 100 Est. Cost $136.00 Unrealized 0.0%
EATON VANCE LTD DURATION INCOME FD COM 0.0%
Value ($000) $11,700 Shares 1,000 Est. Cost $11700.00 Unrealized
DIAL COLUMBIA ETF TR I DIVERSIFIED FXD INCOME ALLOCATION ETF 0.0%
Value ($000) $11,694 Shares 600 Est. Cost $19490.00 Unrealized
MORGAN STANLEY INDIA INVT FD INC COM 0.0%
Value ($000) $11,651 Shares 464 Est. Cost $25109.91 Unrealized
TWITTER INC COM 0.0%
Value ($000) $11,607 Shares 300 Est. Cost $38690.00 Unrealized
RBLX ROBLOX CORP COM CL A 0.0%
Value ($000) $11,560 Shares 250 Est. Cost $60.34 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $11,361 Shares 300 Est. Cost $29.85 Unrealized 0.0%
SAP SAP AE SPONSORED ADR ISINUS8030542042 0.0%
Value ($000) $11,096 Shares 100 Est. Cost $110960.00 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $11,028 Shares 60 Est. Cost $157.28 Unrealized 0.0%
MFIC APOLLO INVT CORP COM NEW 0.0%
Value ($000) $11,012 Shares 833 Est. Cost $8.26 Unrealized 0.0%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $10,942 Shares 200 Est. Cost $54710.00 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $10,909 Shares 100 Est. Cost $115.22 Unrealized 0.0%
PHO INVESCO EXCHANGE-TRADED FD TR WATER RES ETF 0.0%
Value ($000) $10,604 Shares 200 Est. Cost $53020.00 Unrealized
BROOKFIELD REAL ASSETS INCOME FD INC SHS BEN INT 0.0%
Value ($000) $10,370 Shares 500 Est. Cost $20740.00 Unrealized
EATON VANCE TAX-ADVANTAGED GLOBAL DIVID INCOME FD COM ISINUS27828S1015 0.0%
Value ($000) $10,290 Shares 500 Est. Cost $20580.00 Unrealized
IXN ISHARES TR GLOBAL TECH ETF 0.0%
Value ($000) $10,093 Shares 174 Est. Cost $58005.75 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $10,044 Shares 400 Est. Cost $25110.00 Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $10,010 Shares 1,000 Est. Cost $10010.00 Unrealized
FALN ISHARES TR FALLEN ANGELS USD BD ETF 0.0%
Value ($000) $9,993 Shares 360 Est. Cost $27758.33 Unrealized
HUMANCO ACQUISITION CORP UNIT 1 CL A & 1/2 WT EXP EXP 12/31/88 0.0%
Value ($000) $9,980 Shares 1,000 Est. Cost $9980.00 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $9,844 Shares 400 Est. Cost $27.30 Unrealized 0.0%
PK PARK HOTELS & RESORTS INC COM 0.0%
Value ($000) $9,765 Shares 500 Est. Cost $19530.00 Unrealized
CARA THERAPEUTICS INC COM 0.0%
Value ($000) $9,720 Shares 800 Est. Cost $12150.00 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR TR UNIT ISINCA85208R1010 0.0%
Value ($000) $9,690 Shares 500 Est. Cost $19380.00 Unrealized
BBWI BATH & BODY WKS INC COM 0.0%
Value ($000) $9,560 Shares 200 Est. Cost $48.74 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $9,493 Shares 50 Est. Cost $246.15 Unrealized -20.6%
PWV INVESCO EXCHANGE-TRADED FD TR DYNAMIC LARGE CAP VALUE ETF 0.0%
Value ($000) $9,486 Shares 194 Est. Cost $48896.91 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $9,453 Shares 39 Est. Cost $204.81 Unrealized 0.0%
COHEN & STEERS LTD DURATION PFD & INCOME FD INC COM 0.0%
Value ($000) $9,168 Shares 400 Est. Cost $22920.00 Unrealized
NUEM NUSHARES ETF TR ESG EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $9,138 Shares 300 Est. Cost $30460.00 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $8,997 Shares 250 Est. Cost $36.17 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE CO INDEX ETF 0.0%
Value ($000) $8,950 Shares 153 Est. Cost $58496.73 Unrealized
NUDM NUSHARES ETF TR ESG INTL DEVELOPED MKTS EQUITY ETF 0.0%
Value ($000) $8,921 Shares 310 Est. Cost $28777.42 Unrealized
VSGX VANGUARD WORLD FD ESG INTL STK ETF 0.0%
Value ($000) $8,866 Shares 155 Est. Cost $57200.00 Unrealized
XLB SELECT SECTOR SPDR TR MATLS 0.0%
Value ($000) $8,815 Shares 100 Est. Cost $88150.00 Unrealized
WHEELS UP EXPERIENCE INC CL A 0.0%
Value ($000) $8,645 Shares 2,780 Est. Cost $3109.71 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $8,607 Shares 300 Est. Cost $24.12 Unrealized 0.0%
SKT TANGER FACTORY OUTLET CTRS INC COM 0.0%
Value ($000) $8,595 Shares 500 Est. Cost $17190.00 Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value ($000) $8,583 Shares 300 Est. Cost $23.83 Unrealized 0.0%
FHLC FIDELITY COVINGTON TR MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $8,551 Shares 130 Est. Cost $65776.92 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $8,528 Shares 200 Est. Cost $42.82 Unrealized 0.0%
FYLD CAMBRIA ETF TR CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 0.0%
Value ($000) $8,515 Shares 310 Est. Cost $27467.74 Unrealized
NUVEEN PRD & INCOME SECURITIES INCOME FUND 0.0%
Value ($000) $8,400 Shares 1,000 Est. Cost $8400.00 Unrealized
MGM MGM RESORTS INTL COM 0.0%
Value ($000) $8,388 Shares 200 Est. Cost $42.99 Unrealized 0.0%
FSTA FIDELITY COVINGTON TR MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $8,346 Shares 182 Est. Cost $45857.14 Unrealized
GAP GAP INC COM 0.0%
Value ($000) $8,222 Shares 584 Est. Cost $13.45 Unrealized 0.0%
BKIE BNY MELLON ETF TR INTL EQUITY ETF 0.0%
Value ($000) $8,080 Shares 115 Est. Cost $70260.87 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $7,774 Shares 200 Est. Cost $39.60 Unrealized 0.0%
DWX SPDR INDEX SHS FDS S&P INTL DIVIDEND ETF 0.0%
Value ($000) $7,756 Shares 200 Est. Cost $38780.00 Unrealized
SOXL DIREXION SHS ETF TR DAILY SEMICONDUCTOR BULL 3X SHS 0.0%
Value ($000) $7,756 Shares 200 Est. Cost $38780.00 Unrealized
CCOR LISTED FDS TR CORE ALT FD 0.0%
Value ($000) $7,592 Shares 250 Est. Cost $30368.00 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $7,580 Shares 200 Est. Cost $34.12 Unrealized 0.0%
UNITED STS STL CORP NEW COM 0.0%
Value ($000) $7,548 Shares 200 Est. Cost $37740.00 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $7,468 Shares 100 Est. Cost $83.34 Unrealized 0.0%
WESTERN ASSET GLOBAL CORP DEFINED OPPORTUNITY FD INC COM 0.0%
Value ($000) $7,430 Shares 500 Est. Cost $14860.00 Unrealized
PAVE GLOBAL X FDS US INFRASTRUCTURE DEV ETF 0.0%
Value ($000) $7,352 Shares 260 Est. Cost $28276.92 Unrealized
VMBS VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF 0.0%
Value ($000) $7,214 Shares 144 Est. Cost $50097.22 Unrealized
JVAL J P MORGAN EXCHANGE-TRADED FD TR U S VALUE FACTOR ETF 0.0%
Value ($000) $7,209 Shares 195 Est. Cost $36969.23 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $7,144 Shares 150 Est. Cost $36.83 Unrealized 0.0%
GABELLI UTIL TR COM 0.0%
Value ($000) $7,140 Shares 1,000 Est. Cost $7140.00 Unrealized
XL FLEET CORP COM 0.0%
Value ($000) $6,965 Shares 3,500 Est. Cost $1990.00 Unrealized
IWS ISHARES TR RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $6,939 Shares 58 Est. Cost $119637.93 Unrealized
BHC BAUSCH HEALTH COS INC COM ISIN CA0717341071 0.0%
Value ($000) $6,855 Shares 300 Est. Cost $24.44 Unrealized 0.0%
TFI SPDR SER TR NUVEEN BLOOMBERG MUN BD ETF 0.0%
Value ($000) $6,846 Shares 143 Est. Cost $47874.13 Unrealized
BLOK AMPLIFY ETF TR TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $6,838 Shares 200 Est. Cost $34190.00 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $6,663 Shares 300 Est. Cost $22.86 Unrealized 0.0%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $6,620 Shares 1,000 Est. Cost $6620.00 Unrealized
GRID FIRST TR EXCHANGE TRADED FD II NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE 0.0%
Value ($000) $6,584 Shares 70 Est. Cost $94057.14 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $6,550 Shares 500 Est. Cost $13100.00 Unrealized
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $6,535 Shares 138 Est. Cost $47355.07 Unrealized
RWT REDWOOD TR INC COM 0.0%
Value ($000) $6,518 Shares 619 Est. Cost $10529.89 Unrealized
NUVEEN ENHANCED MUN VALUE FD COM 0.0%
Value ($000) $6,510 Shares 500 Est. Cost $13020.00 Unrealized
MNA INDEXIQ ETF TR IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $6,388 Shares 200 Est. Cost $31940.00 Unrealized
BBRE J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS MSCI US REIT ETF 0.0%
Value ($000) $6,384 Shares 60 Est. Cost $106400.00 Unrealized
FNDE SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL EMERGING MKTS LARGE CO INDEX ETF 0.0%
Value ($000) $6,369 Shares 220 Est. Cost $28950.00 Unrealized
TPB TURNING PT BRANDS INC COM 0.0%
Value ($000) $6,121 Shares 180 Est. Cost $33.92 Unrealized 0.0%
WISDOMTREE TR MODERN TECH PLATFORMS FD 0.0%
Value ($000) $6,118 Shares 165 Est. Cost $37078.79 Unrealized
PIERIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $6,060 Shares 2,000 Est. Cost Unrealized
AGGY WISDOMTREE TR YIELD ENHANCED U S AGGREGATE BD FD 0.0%
Value ($000) $5,981 Shares 125 Est. Cost $47848.00 Unrealized
CEL-SCI CORP COM PAR 0 001 NEW 0.0%
Value ($000) $5,895 Shares 1,500 Est. Cost $3930.00 Unrealized
TAIL CAMBRIA ETF TR TAIL RISK ETF 0.0%
Value ($000) $5,827 Shares 350 Est. Cost $16648.57 Unrealized
ARKF ARK ETF TR FINTECH INNOVATION ETF 0.0%
Value ($000) $5,810 Shares 200 Est. Cost $29050.00 Unrealized
QQQJ INVESCO EXCHANGE-TRADED FD TR II NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $5,808 Shares 200 Est. Cost $29040.00 Unrealized
ALC ALCON SA ACT NOM ISINCH0432492467 0.0%
Value ($000) $5,773 Shares 72 Est. Cost $76.31 Unrealized 0.0%
GLOBAL X FDS SUPERDIVIDEND ETF 0.0%
Value ($000) $5,730 Shares 500 Est. Cost $11460.00 Unrealized
FNDA SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S SMALL CO INDEX ETF 0.0%
Value ($000) $5,666 Shares 106 Est. Cost $53452.83 Unrealized
SONO SONOS INC COM 0.0%
Value ($000) $5,644 Shares 200 Est. Cost $26.56 Unrealized 0.0%
GQRE FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD 0.0%
Value ($000) $5,413 Shares 77 Est. Cost $70298.70 Unrealized
PII POLARIS INC COM 0.0%
Value ($000) $5,266 Shares 50 Est. Cost $113.96 Unrealized 0.0%
FUELCELL ENERGY INC COM PAR 0.0%
Value ($000) $5,184 Shares 900 Est. Cost $5760.00 Unrealized
FMHI FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $5,120 Shares 100 Est. Cost $51200.00 Unrealized
FNDF SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETF 0.0%
Value ($000) $5,093 Shares 158 Est. Cost $32234.18 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $5,080 Shares 200 Est. Cost $25400.00 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $5,052 Shares 136 Est. Cost $34.34 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $5,035 Shares 100 Est. Cost $53.32 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $4,776 Shares 172 Est. Cost $27767.44 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $4,687 Shares 50 Est. Cost $84.75 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $4,636 Shares 100 Est. Cost $43.35 Unrealized 0.0%
PIMCO HIGH INCOME FD COM SHS 0.0%
Value ($000) $4,624 Shares 800 Est. Cost $5780.00 Unrealized
DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD 0.0%
Value ($000) $4,376 Shares 100 Est. Cost $43760.00 Unrealized
IMTM ISHARES TR MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $4,077 Shares 115 Est. Cost $35452.18 Unrealized
MUSTANG BIO INC COM 0.0%
Value ($000) $4,040 Shares 4,000 Est. Cost $1010.00 Unrealized
OIH VANECK ETF TR OIL SVCS ETF NEW 0.0%
Value ($000) $3,955 Shares 14 Est. Cost $282500.00 Unrealized
FNDC SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL SMALL CO INDEX ETF 0.0%
Value ($000) $3,927 Shares 111 Est. Cost $35378.38 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD ISINIE00B4Q5ZN47 0.0%
Value ($000) $3,891 Shares 25 Est. Cost $145.12 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $3,777 Shares 120 Est. Cost $27.14 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.0%
Value ($000) $3,708 Shares 101 Est. Cost $36712.87 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $3,606 Shares 50 Est. Cost $72.04 Unrealized 0.0%
FRDM ALPHA ARCHITECT ETF TR FREEDOM 100 EMERGING MKTS ETF 0.0%
Value ($000) $3,417 Shares 100 Est. Cost $34170.00 Unrealized
VSCO VICTORIAS SECRET & CO COM 0.0%
Value ($000) $3,389 Shares 66 Est. Cost $54.40 Unrealized 0.0%
LAKELAND BANCORP INC COM 0.0%
Value ($000) $3,340 Shares 200 Est. Cost $16700.00 Unrealized
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $3,312 Shares 900 Est. Cost $3.65 Unrealized 0.0%
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $3,236 Shares 30 Est. Cost $107866.66 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD VI NASDAQ TECH DIVID INDEX FD 0.0%
Value ($000) $2,947 Shares 50 Est. Cost $58940.00 Unrealized
DANIMER SCIENTIFIC INC COM 0.0%
Value ($000) $2,930 Shares 500 Est. Cost $5860.00 Unrealized
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $2,917 Shares 150 Est. Cost $19446.67 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $2,812 Shares 50 Est. Cost $47.25 Unrealized 0.0%
AMARIN CORP PLC SPONS ADR NEW ISINUS0231112063 0.0%
Value ($000) $2,632 Shares 800 Est. Cost $3290.00 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $2,595 Shares 300 Est. Cost $9.61 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $2,542 Shares 20 Est. Cost $116.11 Unrealized 0.0%
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT 0.0%
Value ($000) $2,400 Shares 750 Est. Cost $3200.00 Unrealized
SAN BANCO SANTANDER SA ADR ISINUS05964H1059 0.0%
Value ($000) $2,355 Shares 697 Est. Cost $3378.77 Unrealized
CODA CODA OCTOPUS GROUP INC COM NEW 0.0%
Value ($000) $2,352 Shares 358 Est. Cost $6.61 Unrealized 0.0%
SCHC SCHWAB STRATEGIC TR INTL SMALL CAP EQUITY ETF 0.0%
Value ($000) $2,240 Shares 59 Est. Cost $37966.10 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.0%
Value ($000) $2,196 Shares 200 Est. Cost $10980.00 Unrealized
ETF MANAGERS TR ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $2,074 Shares 200 Est. Cost $10370.00 Unrealized
WW INTL INC COM 0.0%
Value ($000) $2,046 Shares 200 Est. Cost $10230.00 Unrealized
SHOP SHOPIFY INC CL A ISINCA82509L1076 0.0%
Value ($000) $2,027 Shares 3 Est. Cost $82.11 Unrealized 0.0%
LAREDO PETE INC NEW COM NEW 0.0%
Value ($000) $1,978 Shares 25 Est. Cost $79120.00 Unrealized
SCHR SCHWAB STRATEGIC TR INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $1,970 Shares 37 Est. Cost $53243.24 Unrealized
LPTH LIGHTPATH TECHNOLOGIES INC CL A NEW 0.0%
Value ($000) $1,773 Shares 900 Est. Cost $2.27 Unrealized 0.0%
CANOPY GROWTH CORP COM ISIN CA1380351009 0.0%
Value ($000) $1,745 Shares 230 Est. Cost $7586.96 Unrealized
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FD INC COM NEW 0.0%
Value ($000) $1,692 Shares 60 Est. Cost $28200.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC LA COM 0.0%
Value ($000) $1,690 Shares 150 Est. Cost $10.77 Unrealized 0.0%
CLEARBRIDGE MLP & MIDSTREAM FD INC COM NEW 0.0%
Value ($000) $1,686 Shares 50 Est. Cost $33720.00 Unrealized
CLIR CLEARSIGN TECHNOLOGIES CORP COM 0.0%
Value ($000) $1,630 Shares 1,000 Est. Cost $1.30 Unrealized 0.0%
NIKOLA CORP COM 0.0%
Value ($000) $1,606 Shares 150 Est. Cost $10706.67 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $1,543 Shares 62 Est. Cost $24887.10 Unrealized
HAWAIIAN HLDGS INC COM 0.0%
Value ($000) $1,536 Shares 78 Est. Cost $19692.31 Unrealized
VNQI VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS 0.0%
Value ($000) $1,298 Shares 25 Est. Cost $51920.00 Unrealized
GOLDMAN SACHS MLP ENERGY RENAISSANCE FD COM NEW 0.0%
Value ($000) $1,111 Shares 92 Est. Cost $12076.09 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $639 Shares 28 Est. Cost $22821.43 Unrealized
CONFORMIS INC COM 0.0%
Value ($000) $623 Shares 1,000 Est. Cost $623.00 Unrealized