Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $146,669 (100.0% shares, 0.0% debt)

Holdings (214)

AAPL APPLE INC COM 4.4%
Value ($000) $6,473 Shares 47,349 Est. Cost $154.71 Unrealized -3.9%
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 2.5%
Value ($000) $3,642 Shares 12,995 Est. Cost $397.80 Unrealized
ABBV ABBVIE INC COM 2.0%
Value ($000) $2,924 Shares 19,093 Est. Cost $101.71 Unrealized +31.9%
AMZN AMAZON COM INC COM 1.9%
Value ($000) $2,847 Shares 26,809 Est. Cost $127.33 Unrealized -1.7%
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $2,660 Shares 10,357 Est. Cost $313.41 Unrealized -15.9%
BX BLACKSTONE INC COM 1.8%
Value ($000) $2,576 Shares 28,242 Est. Cost $115.42 Unrealized -16.8%
CVS CVS HEALTH CORPORATION COM 1.7%
Value ($000) $2,448 Shares 26,427 Est. Cost $80.49 Unrealized +6.7%
XOM EXXON MOBIL CORPORATION COM 1.7%
Value ($000) $2,438 Shares 28,476 Est. Cost $53.90 Unrealized +47.6%
VNQ VANGUARD REAL ESTATE ETF 1.6%
Value ($000) $2,315 Shares 25,411 Est. Cost $115.83 Unrealized
VO VANGUARD MID CAP ETF 1.5%
Value ($000) $2,223 Shares 11,288 Est. Cost $252.25 Unrealized
GOOGL ALPHABET INC COM CL A 1.5%
Value ($000) $2,205 Shares 1,012 Est. Cost $142.94 Unrealized -18.3%
GOOG ALPHABET INC COM CL C 1.5%
Value ($000) $2,145 Shares 981 Est. Cost $143.45 Unrealized -18.2%
BAC BANK OF AMERICA CORPORATION COM 1.3%
Value ($000) $1,849 Shares 59,396 Est. Cost $41.02 Unrealized -20.2%
V VISA INC COM CL A 1.3%
Value ($000) $1,835 Shares 9,322 Est. Cost $208.13 Unrealized -3.4%
VUG VANGUARD GROWTH ETF 1.1%
Value ($000) $1,667 Shares 7,479 Est. Cost $305.38 Unrealized
RTX RAYTHEON TECH CORP COM 1.1%
Value ($000) $1,583 Shares 16,479 Est. Cost $79.32 Unrealized +11.6%
HD HOME DEPOT INC COM 1.1%
Value ($000) $1,583 Shares 5,773 Est. Cost $339.37 Unrealized -20.7%
MCD MCDONALD'S CORPORATION COM 1.0%
Value ($000) $1,488 Shares 6,029 Est. Cost $229.60 Unrealized -1.4%
ABT ABBOTT LABORATORIES COM 1.0%
Value ($000) $1,437 Shares 13,228 Est. Cost $118.62 Unrealized -10.6%
VB VANGUARD SMALL CP ETF 1.0%
Value ($000) $1,435 Shares 8,148 Est. Cost $224.77 Unrealized
PG PROCTER & GAMBLE CO COM 0.9%
Value ($000) $1,386 Shares 9,643 Est. Cost $135.42 Unrealized +1.4%
META META PLATFORMS INC COM CL A 0.9%
Value ($000) $1,357 Shares 8,417 Est. Cost $303.61 Unrealized -36.9%
PM PHILIP MORRIS INTL INC COM 0.9%
Value ($000) $1,351 Shares 13,684 Est. Cost $76.31 Unrealized +11.9%
KMI KINDER MORGAN INC COM 0.9%
Value ($000) $1,350 Shares 80,554 Est. Cost $13.22 Unrealized +15.8%
NGG NATIONAL GRID ADR SPONSORED 0.9%
Value ($000) $1,318 Shares 20,380 Est. Cost $72.53 Unrealized
BA BOEING CO COM 0.9%
Value ($000) $1,296 Shares 9,479 Est. Cost $202.67 Unrealized -27.2%
ETN EATON CORPORATION PLC COM 0.9%
Value ($000) $1,294 Shares 10,271 Est. Cost $155.46 Unrealized -14.7%
ZVRA KEMPHARM INC COM 0.9%
Value ($000) $1,284 Shares 287,920 Est. Cost $7.96 Unrealized -42.8%
QCOM QUALCOMM INC COM 0.9%
Value ($000) $1,262 Shares 9,881 Est. Cost $146.18 Unrealized -14.5%
CVX CHEVRON CORPORATION COM 0.8%
Value ($000) $1,189 Shares 8,214 Est. Cost $96.10 Unrealized +48.5%
DVY ISHARES TRUST SELECT DIVID ETF 0.8%
Value ($000) $1,188 Shares 10,097 Est. Cost $122.66 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $1,175 Shares 22,415 Est. Cost $40.23 Unrealized +4.4%
SO SOUTHERN CO COM 0.8%
Value ($000) $1,132 Shares 15,874 Est. Cost $54.79 Unrealized +17.3%
PEP PEPSICO INC COM 0.8%
Value ($000) $1,102 Shares 6,612 Est. Cost $143.45 Unrealized +4.4%
INTC INTEL CORP COM 0.7%
Value ($000) $1,083 Shares 28,958 Est. Cost $46.90 Unrealized -13.4%
SUPN SUPERNUS PHARMACEUTICALS INC COM 0.7%
Value ($000) $1,078 Shares 37,294 Est. Cost $30.34 Unrealized -5.6%
DLR DIGITAL REALTY TRUST INC COM STK USD0.01 0.7%
Value ($000) $1,071 Shares 8,250 Est. Cost $137.92 Unrealized -12.3%
GS GOLDMAN SACHS GROUP INC COM 0.7%
Value ($000) $1,064 Shares 3,583 Est. Cost $346.07 Unrealized -18.1%
NVDA NVIDIA CORP COM 0.7%
Value ($000) $1,048 Shares 6,918 Est. Cost $26.02 Unrealized -27.6%
DEO DIAGEO ADR SPONSORED 0.7%
Value ($000) $1,025 Shares 5,887 Est. Cost $220.02 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.7%
Value ($000) $1,001 Shares 5,762 Est. Cost $184.56 Unrealized -9.9%
VHT VANGUARD HEALTH CAR ETF 0.7%
Value ($000) $998 Shares 4,240 Est. Cost $266.42 Unrealized
KMB KIMBERLY CLARK CORP COM 0.7%
Value ($000) $997 Shares 7,382 Est. Cost $115.25 Unrealized -0.4%
IHI ISHARES TRUST U.S. MED DVC ETF 0.7%
Value ($000) $997 Shares 19,773 Est. Cost $65.83 Unrealized
FIRST TRUST ENERGY INFRAST FD COM 0.7%
Value ($000) $976 Shares 68,207 Est. Cost $13.61 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $964 Shares 5,435 Est. Cost $145.33 Unrealized +10.1%
AVGO BROADCOM INC COM 0.6%
Value ($000) $934 Shares 1,924 Est. Cost $52.41 Unrealized -0.0%
FIRST TR ENERGY INCOME & GROWT COM 0.6%
Value ($000) $928 Shares 58,308 Est. Cost $13.88 Unrealized
VOO VANGUARD S&P 500 ETF SHS 0.6%
Value ($000) $919 Shares 2,650 Est. Cost $434.73 Unrealized
ROM PROSHARES TRUST PSHS ULTRA TECH ETF 0.6%
Value ($000) $903 Shares 31,611 Est. Cost $83.34 Unrealized
WFC WELLS FARGO & COMPANY COM 0.6%
Value ($000) $879 Shares 22,444 Est. Cost $44.41 Unrealized -10.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $876 Shares 11,388 Est. Cost $49.23 Unrealized +32.0%
SPIRIT AEROSYSTEMS INC COM CL A 0.6%
Value ($000) $866 Shares 29,584 Est. Cost $40.80 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.6%
Value ($000) $852 Shares 25,375 Est. Cost $36.76 Unrealized -10.1%
MRK MERCK & CO INC COM 0.6%
Value ($000) $846 Shares 9,280 Est. Cost $69.89 Unrealized +13.3%
LLY ELI LILLY AND COMPANY COM 0.6%
Value ($000) $840 Shares 2,592 Est. Cost $243.85 Unrealized +19.3%
FCX FREEPORT-MCMORAN INC COM CL B 0.6%
Value ($000) $834 Shares 28,509 Est. Cost $35.78 Unrealized +6.0%
CLX CLOROX CO COM 0.6%
Value ($000) $821 Shares 5,829 Est. Cost $144.09 Unrealized -12.2%
DOW DOW INC COM 0.6%
Value ($000) $818 Shares 15,865 Est. Cost $45.18 Unrealized +14.6%
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF 0.6%
Value ($000) $808 Shares 16,124 Est. Cost $62.76 Unrealized
TQQQ PROSHARES TRUST ULTRAPRO QQQ ETF 0.5%
Value ($000) $790 Shares 32,941 Est. Cost $102.14 Unrealized
VGT VANGUARD INF TECH ETF 0.5%
Value ($000) $783 Shares 2,400 Est. Cost $455.10 Unrealized
MS MORGAN STANLEY COM 0.5%
Value ($000) $766 Shares 10,077 Est. Cost $86.77 Unrealized -16.5%
DUK DUKE ENERGY CORP COM 0.5%
Value ($000) $755 Shares 7,049 Est. Cost $86.27 Unrealized +10.6%
IYT ISHARES TRUST U.S.TRANSPORTATION ETF 0.5%
Value ($000) $747 Shares 3,510 Est. Cost $276.31 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.5%
Value ($000) $741 Shares 6,525 Est. Cost $117.77 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.5%
Value ($000) $727 Shares 2,846 Est. Cost $231.48 Unrealized -4.0%
VYM VANGUARD HIGH DIV YLD ETF 0.5%
Value ($000) $720 Shares 7,089 Est. Cost $112.02 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $719 Shares 1,672 Est. Cost $308.96 Unrealized +28.8%
PSA PUBLIC STORAGE COM USD0.10 0.5%
Value ($000) $715 Shares 2,289 Est. Cost $275.62 Unrealized +4.8%
NVO NOVO NORDISK A/S ADR SPONSORED 0.5%
Value ($000) $689 Shares 6,184 Est. Cost $111.94 Unrealized
LABORATORY CORP AMER HLDGS COM 0.5%
Value ($000) $678 Shares 2,895 Est. Cost $291.46 Unrealized
SHEL SHELL PLC ADR SPONSORED 0.5%
Value ($000) $662 Shares 12,674 Est. Cost $54.83 Unrealized
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $662 Shares 10,711 Est. Cost $58.46 Unrealized -7.5%
PODD INSULET CORPORATION COM 0.4%
Value ($000) $648 Shares 2,975 Est. Cost $290.11 Unrealized -21.6%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $642 Shares 8,417 Est. Cost $102.21 Unrealized -31.1%
O REALTY INCOME CORP COM 0.4%
Value ($000) $615 Shares 9,020 Est. Cost $55.37 Unrealized +2.0%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $606 Shares 7,399 Est. Cost $64.72 Unrealized +25.1%
DIS WALT DISNEY COMPANY (THE) COM 0.4%
Value ($000) $600 Shares 6,364 Est. Cost $151.45 Unrealized -28.4%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $597 Shares 3,342 Est. Cost $187.19 Unrealized +5.4%
IBM INTERNATIONAL BUS MACH CORP COM 0.4%
Value ($000) $595 Shares 4,216 Est. Cost $106.61 Unrealized +10.2%
AWK AMER WATER WORKS CO INC COM 0.4%
Value ($000) $588 Shares 3,955 Est. Cost $160.41 Unrealized -12.1%
ITB ISHARES TRUST US HOME CONS ETF 0.4%
Value ($000) $585 Shares 11,146 Est. Cost $80.87 Unrealized
ALLY ALLY FINANCIAL INC COM 0.4%
Value ($000) $585 Shares 17,468 Est. Cost $38.55 Unrealized -9.6%
DD DUPONT DE NEMOURS INC COM 0.4%
Value ($000) $575 Shares 10,363 Est. Cost $28.87 Unrealized -12.3%
IRM IRON MOUNTAIN INC COM 0.4%
Value ($000) $570 Shares 11,715 Est. Cost $40.27 Unrealized +13.7%
KWEB KRANESHARES TR CSI CHI INTERNET ETF 0.4%
Value ($000) $568 Shares 17,361 Est. Cost $35.74 Unrealized
REGL PROSHARES TRUST S&P MDCP 400 DIV ETF 0.4%
Value ($000) $559 Shares 8,290 Est. Cost $73.63 Unrealized
CL COLGATE-PALMOLIVE CO COM 0.4%
Value ($000) $555 Shares 6,935 Est. Cost $70.95 Unrealized +1.2%
WELL WELLTOWER OP INC COM USD1 0.4%
Value ($000) $552 Shares 6,706 Est. Cost $75.03 Unrealized +8.2%
SPG SIMON PROPERTY GROUP INC COM USD0.0001 0.4%
Value ($000) $551 Shares 5,807 Est. Cost $116.46 Unrealized -19.9%
STZ CONSTELLATION BRANDS INC COM CL A 0.4%
Value ($000) $539 Shares 2,315 Est. Cost $213.22 Unrealized +7.1%
SHW SHERWIN-WILLIAMS CO COM 0.4%
Value ($000) $534 Shares 2,387 Est. Cost $311.25 Unrealized -20.3%
FISV FISERV INC COM 0.4%
Value ($000) $524 Shares 5,892 Est. Cost $102.86 Unrealized -5.7%
FDX FEDEX CORP COM 0.3%
Value ($000) $512 Shares 2,261 Est. Cost $219.91 Unrealized -10.5%
CSCO CISCO SYSTEMS INC COM 0.3%
Value ($000) $508 Shares 11,919 Est. Cost $50.24 Unrealized -14.8%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $501 Shares 9,879 Est. Cost $40.38 Unrealized -0.7%
PHO INVESCO EXCHANGE TRADED FD TR WATER RES ETF 0.3%
Value ($000) $499 Shares 10,800 Est. Cost $60.84 Unrealized
AFL AFLAC INC COM 0.3%
Value ($000) $495 Shares 8,948 Est. Cost $50.98 Unrealized +6.7%
VEU VANGUARD ALLWRLD EX US ETF 0.3%
Value ($000) $494 Shares 9,899 Est. Cost $61.22 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $491 Shares 4,039 Est. Cost $45.18 Unrealized -2.5%
KO COCA-COLA CO COM 0.3%
Value ($000) $490 Shares 7,799 Est. Cost $49.18 Unrealized +15.4%
JPM JP MORGAN CHASE & CO COM 0.3%
Value ($000) $485 Shares 4,308 Est. Cost $145.06 Unrealized -22.1%
QQQJ INVESCO EXCHANGE TRADED FUND T NASDAQ NEXT GEN 100 ETF 0.3%
Value ($000) $475 Shares 20,407 Est. Cost $33.44 Unrealized
VCIT VANGUARD INT-TERM CORP ETF 0.3%
Value ($000) $474 Shares 5,934 Est. Cost $92.68 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 0.3%
Value ($000) $445 Shares 10,703 Est. Cost $49.44 Unrealized
VV VANGUARD LARGE CAP ETF 0.3%
Value ($000) $440 Shares 2,558 Est. Cost $220.17 Unrealized
IJS ISHARES TRUST SP SMCP600VL ETF 0.3%
Value ($000) $437 Shares 4,913 Est. Cost $104.34 Unrealized
ELME WASHINGTON REAL ESTATE INVEST SBI USD0.01 0.3%
Value ($000) $428 Shares 20,100 Est. Cost $25.66 Unrealized
IAK ISHARES TRUST U.S. INSRNCE ETF 0.3%
Value ($000) $425 Shares 5,130 Est. Cost $83.40 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.3%
Value ($000) $424 Shares 6,049 Est. Cost $71.59 Unrealized
AMAT APPLIED MATERIALS INC COM 0.3%
Value ($000) $423 Shares 4,655 Est. Cost $138.86 Unrealized -23.6%
C CITIGROUP INC COM 0.3%
Value ($000) $417 Shares 9,080 Est. Cost $56.83 Unrealized -23.0%
YORW YORK WATER CO COM 0.3%
Value ($000) $412 Shares 10,213 Est. Cost $42.12 Unrealized -11.8%
VPU VANGUARD UTILITIES ETF 0.3%
Value ($000) $402 Shares 2,640 Est. Cost $156.16 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $394 Shares 2,792 Est. Cost $208.21 Unrealized -18.3%
T AT&T INC COM 0.3%
Value ($000) $393 Shares 18,778 Est. Cost $14.67 Unrealized +11.1%
CCI CROWN CASTLE INC COM USD0.01 0.3%
Value ($000) $393 Shares 2,336 Est. Cost $148.50 Unrealized +1.1%
GIS GENERAL MILLS INC COM 0.3%
Value ($000) $390 Shares 5,177 Est. Cost $55.25 Unrealized +11.9%
GXO GXO LOGISTICS INCORPORATED COM 0.3%
Value ($000) $383 Shares 8,866 Est. Cost $80.93 Unrealized -31.6%
IGM ISHARES TRUST EXPANDED TECH SECTOR ETF 0.3%
Value ($000) $377 Shares 1,281 Est. Cost $438.67 Unrealized
USD PROSHARES TRUST PSHS ULT SEMICDT ETF 0.2%
Value ($000) $363 Shares 19,156 Est. Cost $47.49 Unrealized
VCLT VANGUARD LG-TERM COR BD ETF 0.2%
Value ($000) $361 Shares 4,463 Est. Cost $105.80 Unrealized
WPC WP CAREY INC COM USD0.001 0.2%
Value ($000) $357 Shares 4,312 Est. Cost $82.01 Unrealized
SKYY FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETF 0.2%
Value ($000) $350 Shares 5,324 Est. Cost $103.76 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $347 Shares 1,986 Est. Cost $44.94 Unrealized -50.7%
MMM 3M COMPANY COM 0.2%
Value ($000) $347 Shares 2,684 Est. Cost $121.28 Unrealized -13.3%
SPMD SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $345 Shares 8,712 Est. Cost $47.82 Unrealized
EEM ISHARES TRUST MSCI EMG MKT ETF 0.2%
Value ($000) $343 Shares 8,556 Est. Cost $48.75 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $340 Shares 4,414 Est. Cost $96.38 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $337 Shares 1,367 Est. Cost $225.42 Unrealized +5.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $331 Shares 610 Est. Cost $593.51 Unrealized -8.2%
ULST SSGA ACTIVE ETF TR ULT SHT TRM BD ETF 0.2%
Value ($000) $330 Shares 8,306 Est. Cost $40.27 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $330 Shares 1,750 Est. Cost $241.08 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $324 Shares 3,617 Est. Cost $62.64 Unrealized +43.6%
VOT VANGUARD MCAP GR IDXVIP ETF 0.2%
Value ($000) $320 Shares 1,829 Est. Cost $251.05 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $320 Shares 3,787 Est. Cost $68.78 Unrealized +10.1%
VXF VANGUARD EXTEND MKT ETF 0.2%
Value ($000) $319 Shares 2,435 Est. Cost $181.73 Unrealized
IBB ISHARES TRUST ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $318 Shares 2,707 Est. Cost $152.29 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SM CAP ETF 0.2%
Value ($000) $316 Shares 8,798 Est. Cost $43.53 Unrealized
ICLN ISHARES TRUST GL CLEAN ENE ETF 0.2%
Value ($000) $316 Shares 16,589 Est. Cost $21.19 Unrealized
ZTS ZOETIS INC COM CL A 0.2%
Value ($000) $313 Shares 1,825 Est. Cost $191.22 Unrealized -12.8%
TNA DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETF 0.2%
Value ($000) $311 Shares 9,511 Est. Cost $69.17 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $311 Shares 1,406 Est. Cost $185.25 Unrealized +15.2%
MAA MID-AMERICA APARTMENT COMMUNIT COM USD0.01 0.2%
Value ($000) $308 Shares 1,766 Est. Cost $178.27 Unrealized -9.1%
BGS B & G FOODS INC COM 0.2%
Value ($000) $304 Shares 12,802 Est. Cost $20.38 Unrealized -16.0%
KRE SPDR SERIES TRUST S&P REGL BKG ETF 0.2%
Value ($000) $296 Shares 5,111 Est. Cost $69.28 Unrealized
MA MASTERCARD INCORPORATED COM CL A 0.2%
Value ($000) $296 Shares 939 Est. Cost $337.80 Unrealized -0.1%
WHR WHIRLPOOL CORP COM 0.2%
Value ($000) $291 Shares 1,879 Est. Cost $209.52 Unrealized -17.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.2%
Value ($000) $289 Shares 4,651 Est. Cost $62.53 Unrealized +0.5%
PRU PRUDENTIAL FINANCIAL INC COM 0.2%
Value ($000) $287 Shares 3,008 Est. Cost $89.32 Unrealized -0.9%
GE GENERAL ELECTRIC CO COM 0.2%
Value ($000) $284 Shares 4,473 Est. Cost $58.24 Unrealized -18.3%
QQQE DIREXION SHARES ETF TRUST NAS100 EQL WGT ETF 0.2%
Value ($000) $283 Shares 4,496 Est. Cost $80.73 Unrealized
TROW PRICE T ROWE GROUPS COM 0.2%
Value ($000) $283 Shares 2,497 Est. Cost $124.42 Unrealized -13.9%
VIS VANGUARD INDUSTRIAL ETF 0.2%
Value ($000) $282 Shares 1,729 Est. Cost $202.46 Unrealized
DIA SPDR DOW JONES IND UT SER 1 ETF 0.2%
Value ($000) $277 Shares 901 Est. Cost $361.11 Unrealized
NDAQ NASDAQ INC COM 0.2%
Value ($000) $275 Shares 1,807 Est. Cost $60.99 Unrealized -17.6%
UPS UNITED PARCEL SERVICE INC COM CL B 0.2%
Value ($000) $274 Shares 1,504 Est. Cost $168.31 Unrealized -8.9%
AMGN AMGEN INC COM 0.2%
Value ($000) $271 Shares 1,117 Est. Cost $185.15 Unrealized +18.1%
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS OF BEN INT USD0.01 0.2%
Value ($000) $268 Shares 19,087 Est. Cost $19.90 Unrealized
KBH KB HOME COM 0.2%
Value ($000) $268 Shares 9,422 Est. Cost $37.21 Unrealized -19.3%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $263 Shares 965 Est. Cost $289.74 Unrealized +8.3%
OGN ORGANON & CO COM 0.2%
Value ($000) $261 Shares 7,741 Est. Cost $26.97 Unrealized +9.4%
MKTX MARKETAXESS HLDGS INC COM 0.2%
Value ($000) $261 Shares 1,020 Est. Cost $260.22 Unrealized 0.0%
KELLOGG COMPANY COM 0.2%
Value ($000) $259 Shares 3,644 Est. Cost $51.23 Unrealized +11.9%
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.2%
Value ($000) $258 Shares 3,579 Est. Cost $76.99 Unrealized
HUM HUMANA INC COM 0.2%
Value ($000) $257 Shares 549 Est. Cost $416.39 Unrealized +2.9%
TJX TJX COS INC COM 0.2%
Value ($000) $255 Shares 4,583 Est. Cost $63.82 Unrealized -10.0%
PAAS PAN AMERICAN SILVER CORP COM 0.2%
Value ($000) $253 Shares 12,890 Est. Cost $25.10 Unrealized -4.5%
IJJ ISHARES TRUST S&P MC 400VL ETF 0.2%
Value ($000) $251 Shares 2,660 Est. Cost $110.45 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $248 Shares 1,880 Est. Cost $146.94 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $248 Shares 2,643 Est. Cost $124.07 Unrealized -18.0%
NEM NEWMONT CORPORATION COM 0.2%
Value ($000) $247 Shares 4,143 Est. Cost $51.25 Unrealized +23.5%
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $243 Shares 1,071 Est. Cost $255.22 Unrealized -11.3%
EXC EXELON CORP COM 0.2%
Value ($000) $242 Shares 5,349 Est. Cost $32.52 Unrealized +26.8%
RITM RITHM CAPITAL CORP COM NPV 0.2%
Value ($000) $241 Shares 25,941 Est. Cost $10.50 Unrealized
GPN GLOBAL PAYMENTS INC COM 0.2%
Value ($000) $237 Shares 2,150 Est. Cost $131.63 Unrealized -7.3%
CG CARLYLE GROUP INC COM 0.2%
Value ($000) $236 Shares 7,481 Est. Cost $42.67 Unrealized -21.3%
LIT GLOBAL X FDS LITHIUM BTRY ETF 0.2%
Value ($000) $235 Shares 3,242 Est. Cost $83.53 Unrealized
NVS NOVARTIS AG ADR SPONSORED 0.2%
Value ($000) $230 Shares 2,730 Est. Cost $87.43 Unrealized
VDC VANGUARD CONSUM STP ETF 0.2%
Value ($000) $224 Shares 1,212 Est. Cost $199.68 Unrealized
VNQI VANGUARD GLB EX US ETF 0.2%
Value ($000) $222 Shares 5,017 Est. Cost $53.82 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $219 Shares 1,044 Est. Cost $207.28 Unrealized -2.3%
BHP BHP GROUP LTD ADR SPONSORED 0.1%
Value ($000) $218 Shares 3,881 Est. Cost $71.02 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP COM 0.1%
Value ($000) $216 Shares 3,420 Est. Cost $55.02 Unrealized +9.1%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $216 Shares 5,683 Est. Cost $29.49 Unrealized +13.8%
MACQUARIE/1ST TR G COM 0.1%
Value ($000) $216 Shares 24,552 Est. Cost $9.59 Unrealized
VCR VANGUARD CONSUM DIS ETF 0.1%
Value ($000) $216 Shares 949 Est. Cost $340.65 Unrealized
CROX CROCS INC COM 0.1%
Value ($000) $214 Shares 4,402 Est. Cost $60.70 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $214 Shares 1,025 Est. Cost $234.79 Unrealized -9.5%
SBIO ALPS ETF TRUST MED BREAKTHGH ETF 0.1%
Value ($000) $213 Shares 7,716 Est. Cost $27.60 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $213 Shares 1,536 Est. Cost $161.79 Unrealized -2.6%
YETI YETI HOLDINGS INC COM 0.1%
Value ($000) $211 Shares 4,893 Est. Cost $73.15 Unrealized -33.6%
MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF 0.1%
Value ($000) $209 Shares 3,434 Est. Cost $81.26 Unrealized
MDT MEDTRONIC PLC COM 0.1%
Value ($000) $206 Shares 2,305 Est. Cost $102.03 Unrealized -11.4%
WMB WILLIAMS COMPANIES INC COM 0.1%
Value ($000) $205 Shares 6,594 Est. Cost $22.75 Unrealized +28.4%
WYNN WYNN RESORTS LTD COM 0.1%
Value ($000) $205 Shares 3,598 Est. Cost $85.34 Unrealized -24.7%
PDM PIEDMONT OFFICE REALTY TRUST I COM USD0.01 CL A 0.1%
Value ($000) $204 Shares 15,588 Est. Cost $18.33 Unrealized
UNILEVER PLC ADR SPONSORED 0.1%
Value ($000) $200 Shares 4,376 Est. Cost $51.55 Unrealized
MIDU DIREXION SHARES ETF TRUST DLY MIDCAP ETF3X 0.1%
Value ($000) $200 Shares 6,278 Est. Cost $66.30 Unrealized
HIMX HIMAX TECHNOLOGIES INC ADR SPONSORED 0.1%
Value ($000) $196 Shares 26,253 Est. Cost $15.18 Unrealized
IVZ INVESCO LTD COM 0.1%
Value ($000) $191 Shares 11,875 Est. Cost $18.84 Unrealized -15.2%
CPNG COUPANG INC COM CL A 0.1%
Value ($000) $164 Shares 12,918 Est. Cost $13.63 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDUSTRIES ADR SPONSORED 0.1%
Value ($000) $152 Shares 20,309 Est. Cost $8.01 Unrealized
PBR PETROLEO BRASILEIRO SA ADR SPONSORED 0.1%
Value ($000) $125 Shares 10,758 Est. Cost $10.98 Unrealized
RCAT RED CAT HOLDINGS INC COM 0.1%
Value ($000) $123 Shares 60,345 Est. Cost $2.49 Unrealized -20.3%
AXIA CENTRAIS ELETRICAS BRASILEIRAS ADR SPONSORED 0.1%
Value ($000) $118 Shares 13,338 Est. Cost $6.31 Unrealized
FIRST TR NEW OPPORTUNITIES MLP COM 0.1%
Value ($000) $116 Shares 20,083 Est. Cost $5.47 Unrealized
BHC BAUSCH HEALTH COMPANIES INC COM 0.1%
Value ($000) $113 Shares 13,612 Est. Cost $26.57 Unrealized -47.4%
NEW YORK COMMUNITY BANCORP INC COM 0.1%
Value ($000) $112 Shares 12,316 Est. Cost $12.17 Unrealized
UAA UNDER ARMOUR INC COM CL A 0.1%
Value ($000) $90 Shares 10,916 Est. Cost $12.26 Unrealized 0.0%
INHIBIKASE THERAPEUTICS INC COM 0.0%
Value ($000) $47 Shares 64,606 Est. Cost $1.47 Unrealized
NEWAGE INC COM 0.0%
Value ($000) $23 Shares 102,717 Est. Cost $1.03 Unrealized
THE ALKALINE WATER CO INC COM 0.0%
Value ($000) $16 Shares 41,900 Est. Cost $1.13 Unrealized