Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 19, 2022

Total Value ($000): $138,342 (100.0% shares, 0.0% debt)

Holdings (208)

AAPL APPLE INC COM 4.9%
Value ($000) $6,827 Shares 49,405 Est. Cost $154.69 Unrealized -0.3%
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 2.5%
Value ($000) $3,475 Shares 13,003 Est. Cost $397.80 Unrealized
AMZN AMAZON COM INC COM 2.3%
Value ($000) $3,156 Shares 27,936 Est. Cost $127.29 Unrealized -0.7%
ABBV ABBVIE INC COM 1.9%
Value ($000) $2,588 Shares 19,285 Est. Cost $101.96 Unrealized +24.7%
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $2,520 Shares 10,820 Est. Cost $310.99 Unrealized -17.4%
CVS CVS HEALTH CORPORATION COM 1.8%
Value ($000) $2,494 Shares 26,151 Est. Cost $80.49 Unrealized +8.9%
XOM EXXON MOBIL CORPORATION COM 1.8%
Value ($000) $2,459 Shares 28,172 Est. Cost $53.90 Unrealized +50.9%
BX BLACKSTONE INC COM 1.8%
Value ($000) $2,430 Shares 29,036 Est. Cost $114.65 Unrealized -23.9%
VO VANGUARD MID CAP ETF 1.5%
Value ($000) $2,140 Shares 11,385 Est. Cost $252.25 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.5%
Value ($000) $2,052 Shares 25,602 Est. Cost $115.83 Unrealized
GOOGL ALPHABET INC COM CL A 1.4%
Value ($000) $1,917 Shares 20,049 Est. Cost $111.72 Unrealized -1.5%
ZVRA KEMPHARM INC COM 1.4%
Value ($000) $1,889 Shares 302,820 Est. Cost $7.85 Unrealized -27.9%
GOOG ALPHABET INC COM CL C 1.3%
Value ($000) $1,861 Shares 19,356 Est. Cost $112.49 Unrealized -1.5%
BAC BANK OF AMERICA CORPORATION COM 1.3%
Value ($000) $1,783 Shares 59,070 Est. Cost $41.02 Unrealized -25.4%
V VISA INC COM CL A 1.2%
Value ($000) $1,660 Shares 9,348 Est. Cost $208.13 Unrealized -4.7%
VUG VANGUARD GROWTH ETF 1.2%
Value ($000) $1,617 Shares 7,562 Est. Cost $304.38 Unrealized
HD HOME DEPOT INC COM 1.1%
Value ($000) $1,583 Shares 5,738 Est. Cost $339.37 Unrealized -20.2%
VB VANGUARD SMALL CP ETF 1.0%
Value ($000) $1,396 Shares 8,172 Est. Cost $224.77 Unrealized
MCD MCDONALD'S CORPORATION COM 1.0%
Value ($000) $1,388 Shares 6,016 Est. Cost $229.60 Unrealized +2.9%
ETN EATON CORPORATION PLC COM 1.0%
Value ($000) $1,367 Shares 10,252 Est. Cost $155.46 Unrealized -14.2%
KMI KINDER MORGAN INC COM 1.0%
Value ($000) $1,363 Shares 81,967 Est. Cost $13.25 Unrealized +11.5%
BA BOEING CO COM 1.0%
Value ($000) $1,360 Shares 11,239 Est. Cost $194.95 Unrealized -21.3%
RTX RAYTHEON TECH CORP COM 1.0%
Value ($000) $1,357 Shares 16,582 Est. Cost $79.32 Unrealized +5.7%
ABT ABBOTT LABORATORIES COM 0.9%
Value ($000) $1,280 Shares 13,237 Est. Cost $118.62 Unrealized -15.7%
PG PROCTER & GAMBLE CO COM 0.9%
Value ($000) $1,216 Shares 9,637 Est. Cost $135.42 Unrealized -3.6%
META META PLATFORMS INC COM CL A 0.9%
Value ($000) $1,209 Shares 8,917 Est. Cost $295.61 Unrealized -45.6%
CVX CHEVRON CORPORATION COM 0.8%
Value ($000) $1,166 Shares 8,122 Est. Cost $96.10 Unrealized +38.2%
QCOM QUALCOMM INC COM 0.8%
Value ($000) $1,146 Shares 10,147 Est. Cost $145.68 Unrealized -12.8%
PM PHILIP MORRIS INTL INC COM 0.8%
Value ($000) $1,127 Shares 13,585 Est. Cost $76.31 Unrealized +6.1%
SUPN SUPERNUS PHARMACEUTICALS INC COM 0.8%
Value ($000) $1,125 Shares 33,244 Est. Cost $30.34 Unrealized +7.2%
PEP PEPSICO INC COM 0.8%
Value ($000) $1,116 Shares 6,837 Est. Cost $143.81 Unrealized +7.4%
DVY ISHARES TRUST SELECT DIVID ETF 0.8%
Value ($000) $1,100 Shares 10,267 Est. Cost $122.40 Unrealized
NGG NATIONAL GRID ADR SPONSORED 0.8%
Value ($000) $1,084 Shares 21,051 Est. Cost $71.86 Unrealized
SO SOUTHERN CO COM 0.8%
Value ($000) $1,069 Shares 15,723 Est. Cost $54.79 Unrealized +22.2%
GS GOLDMAN SACHS GROUP INC COM 0.8%
Value ($000) $1,067 Shares 3,643 Est. Cost $345.27 Unrealized -14.0%
DEO DIAGEO ADR SPONSORED 0.7%
Value ($000) $998 Shares 5,879 Est. Cost $220.02 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $992 Shares 22,671 Est. Cost $40.23 Unrealized +0.4%
VOO VANGUARD S&P 500 ETF SHS 0.7%
Value ($000) $986 Shares 3,004 Est. Cost $422.18 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.7%
Value ($000) $962 Shares 5,765 Est. Cost $184.56 Unrealized -12.1%
VHT VANGUARD HEALTH CAR ETF 0.7%
Value ($000) $955 Shares 4,272 Est. Cost $266.42 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.7%
Value ($000) $953 Shares 25,414 Est. Cost $36.76 Unrealized -3.2%
IHI ISHARES TRUST U.S. MED DVC ETF 0.7%
Value ($000) $947 Shares 20,079 Est. Cost $65.54 Unrealized
FIRST TRUST ENERGY INFRAST FD COM 0.7%
Value ($000) $941 Shares 70,598 Est. Cost $13.60 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $940 Shares 5,754 Est. Cost $145.75 Unrealized +4.9%
NVDA NVIDIA CORP COM 0.7%
Value ($000) $908 Shares 7,487 Est. Cost $25.24 Unrealized -37.5%
WFC WELLS FARGO & COMPANY COM 0.7%
Value ($000) $906 Shares 22,540 Est. Cost $44.41 Unrealized -11.3%
FIRST TR ENERGY INCOME & GROWT COM 0.6%
Value ($000) $898 Shares 60,487 Est. Cost $13.92 Unrealized
AVGO BROADCOM INC COM 0.6%
Value ($000) $868 Shares 1,957 Est. Cost $52.34 Unrealized -8.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $855 Shares 12,030 Est. Cost $49.93 Unrealized +24.8%
LLY ELI LILLY AND COMPANY COM 0.6%
Value ($000) $839 Shares 2,595 Est. Cost $243.85 Unrealized +26.3%
DLR DIGITAL REALTY TRUST INC COM STK USD0.01 0.6%
Value ($000) $821 Shares 8,286 Est. Cost $137.92 Unrealized -21.3%
INTC INTEL CORP COM 0.6%
Value ($000) $818 Shares 31,765 Est. Cost $45.61 Unrealized -29.2%
KMB KIMBERLY CLARK CORP COM 0.6%
Value ($000) $813 Shares 7,232 Est. Cost $115.25 Unrealized -0.8%
FCX FREEPORT-MCMORAN INC COM CL B 0.6%
Value ($000) $807 Shares 29,561 Est. Cost $35.50 Unrealized -21.4%
MRK MERCK & CO INC COM 0.6%
Value ($000) $802 Shares 9,321 Est. Cost $69.89 Unrealized +15.1%
MS MORGAN STANLEY COM 0.6%
Value ($000) $799 Shares 10,123 Est. Cost $86.77 Unrealized -13.3%
ROM PROSHARES TRUST PSHS ULTRA TECH ETF 0.6%
Value ($000) $785 Shares 33,170 Est. Cost $80.54 Unrealized
SPIRIT AEROSYSTEMS INC COM CL A 0.5%
Value ($000) $745 Shares 34,022 Est. Cost $38.34 Unrealized
VGT VANGUARD INF TECH ETF 0.5%
Value ($000) $738 Shares 2,403 Est. Cost $455.10 Unrealized
DOW DOW INC COM 0.5%
Value ($000) $737 Shares 16,793 Est. Cost $44.97 Unrealized -7.8%
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF 0.5%
Value ($000) $718 Shares 16,435 Est. Cost $62.40 Unrealized
CLX CLOROX CO COM 0.5%
Value ($000) $717 Shares 5,591 Est. Cost $144.09 Unrealized -10.6%
IYT ISHARES TRUST U.S.TRANSPORTATION ETF 0.5%
Value ($000) $691 Shares 3,519 Est. Cost $276.31 Unrealized
VYM VANGUARD HIGH DIV YLD ETF 0.5%
Value ($000) $691 Shares 7,286 Est. Cost $111.55 Unrealized
PODD INSULET CORPORATION COM 0.5%
Value ($000) $680 Shares 2,965 Est. Cost $290.11 Unrealized -13.7%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $675 Shares 8,012 Est. Cost $102.21 Unrealized -23.3%
PSA PUBLIC STORAGE COM USD0.10 0.5%
Value ($000) $673 Shares 2,300 Est. Cost $275.62 Unrealized +2.0%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $666 Shares 10,803 Est. Cost $58.46 Unrealized -4.6%
TQQQ PROSHARES TRUST ULTRAPRO QQQ ETF 0.5%
Value ($000) $663 Shares 34,322 Est. Cost $98.81 Unrealized
DUK DUKE ENERGY CORP COM 0.5%
Value ($000) $658 Shares 7,083 Est. Cost $86.27 Unrealized +9.0%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $647 Shares 1,676 Est. Cost $308.96 Unrealized +23.2%
SHEL SHELL PLC ADR SPONSORED 0.5%
Value ($000) $643 Shares 12,933 Est. Cost $54.73 Unrealized
DIS WALT DISNEY COMPANY (THE) COM 0.5%
Value ($000) $631 Shares 6,698 Est. Cost $149.11 Unrealized -29.9%
LABORATORY CORP AMER HLDGS COM 0.4%
Value ($000) $620 Shares 3,029 Est. Cost $287.63 Unrealized
NVO NOVO NORDISK A/S ADR SPONSORED 0.4%
Value ($000) $617 Shares 6,194 Est. Cost $111.94 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.4%
Value ($000) $615 Shares 2,866 Est. Cost $231.48 Unrealized -1.2%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $598 Shares 7,408 Est. Cost $64.72 Unrealized +16.5%
ALLY ALLY FINANCIAL INC COM 0.4%
Value ($000) $594 Shares 21,354 Est. Cost $36.85 Unrealized -20.7%
ITB ISHARES TRUST US HOME CONS ETF 0.4%
Value ($000) $586 Shares 11,261 Est. Cost $80.58 Unrealized
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $568 Shares 6,334 Est. Cost $113.81 Unrealized -25.7%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.4%
Value ($000) $555 Shares 6,944 Est. Cost $115.49 Unrealized
CAT CATERPILLAR INC COM 0.4%
Value ($000) $553 Shares 3,372 Est. Cost $187.19 Unrealized -8.0%
DD DUPONT DE NEMOURS INC COM 0.4%
Value ($000) $542 Shares 10,764 Est. Cost $28.62 Unrealized -22.3%
STZ CONSTELLATION BRANDS INC COM CL A 0.4%
Value ($000) $536 Shares 2,334 Est. Cost $213.22 Unrealized +7.6%
WMT WALMART INC COM 0.4%
Value ($000) $536 Shares 4,133 Est. Cost $45.10 Unrealized -6.9%
IBM INTERNATIONAL BUS MACH CORP COM 0.4%
Value ($000) $531 Shares 4,472 Est. Cost $107.12 Unrealized +7.9%
REGL PROSHARES TRUST S&P MDCP 400 DIV ETF 0.4%
Value ($000) $530 Shares 8,240 Est. Cost $73.63 Unrealized
O REALTY INCOME CORP COM 0.4%
Value ($000) $523 Shares 8,997 Est. Cost $55.37 Unrealized +3.5%
IRM IRON MOUNTAIN INC COM 0.4%
Value ($000) $522 Shares 11,885 Est. Cost $40.33 Unrealized +10.3%
PHO INVESCO EXCHANGE TRADED FD TR WATER RES ETF 0.4%
Value ($000) $517 Shares 11,309 Est. Cost $60.16 Unrealized
AWK AMER WATER WORKS CO INC COM 0.4%
Value ($000) $516 Shares 3,967 Est. Cost $160.41 Unrealized -12.7%
AFL AFLAC INC COM 0.4%
Value ($000) $503 Shares 8,955 Est. Cost $50.98 Unrealized +7.0%
FISV FISERV INC COM 0.4%
Value ($000) $500 Shares 5,352 Est. Cost $102.86 Unrealized -0.9%
NFLX NETFLIX INC COM 0.4%
Value ($000) $494 Shares 2,102 Est. Cost $43.69 Unrealized -49.2%
JPM JP MORGAN CHASE & CO COM 0.4%
Value ($000) $487 Shares 4,662 Est. Cost $142.07 Unrealized -25.7%
SHW SHERWIN-WILLIAMS CO COM 0.4%
Value ($000) $486 Shares 2,376 Est. Cost $311.25 Unrealized -26.2%
CSCO CISCO SYSTEMS INC COM 0.3%
Value ($000) $473 Shares 11,841 Est. Cost $50.24 Unrealized -20.3%
CL COLGATE-PALMOLIVE CO COM 0.3%
Value ($000) $470 Shares 6,694 Est. Cost $70.95 Unrealized +2.1%
GSK GSK PLC ADR SPONSORED 0.3%
Value ($000) $469 Shares 15,970 Est. Cost $29.37 Unrealized
KWEB KRANESHARES TR CSI CHI INTERNET ETF 0.3%
Value ($000) $459 Shares 18,642 Est. Cost $34.98 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $457 Shares 3,080 Est. Cost $202.11 Unrealized -29.3%
VCIT VANGUARD INT-TERM CORP ETF 0.3%
Value ($000) $456 Shares 6,034 Est. Cost $92.40 Unrealized
GXO GXO LOGISTICS INCORPORATED COM 0.3%
Value ($000) $440 Shares 12,551 Est. Cost $70.14 Unrealized -37.0%
KO COCA-COLA CO COM 0.3%
Value ($000) $437 Shares 7,812 Est. Cost $49.18 Unrealized +14.0%
WELL WELLTOWER OP INC COM USD1 0.3%
Value ($000) $431 Shares 6,707 Est. Cost $75.03 Unrealized -4.3%
IAK ISHARES TRUST U.S. INSRNCE ETF 0.3%
Value ($000) $419 Shares 5,306 Est. Cost $83.25 Unrealized
C CITIGROUP INC COM 0.3%
Value ($000) $418 Shares 10,035 Est. Cost $55.58 Unrealized -21.4%
VV VANGUARD LARGE CAP ETF 0.3%
Value ($000) $418 Shares 2,559 Est. Cost $220.17 Unrealized
QQQJ INVESCO EXCHANGE TRADED FUND T NASDAQ NEXT GEN 100 ETF 0.3%
Value ($000) $412 Shares 18,632 Est. Cost $33.44 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.3%
Value ($000) $406 Shares 6,210 Est. Cost $71.43 Unrealized
IJS ISHARES TRUST SP SMCP600VL ETF 0.3%
Value ($000) $405 Shares 4,923 Est. Cost $104.34 Unrealized
YORW YORK WATER CO COM 0.3%
Value ($000) $401 Shares 10,456 Est. Cost $42.06 Unrealized -5.9%
GIS GENERAL MILLS INC COM 0.3%
Value ($000) $393 Shares 5,142 Est. Cost $55.25 Unrealized +22.7%
VEU VANGUARD ALLWRLD EX US ETF 0.3%
Value ($000) $388 Shares 8,761 Est. Cost $61.22 Unrealized
AMAT APPLIED MATERIALS INC COM 0.3%
Value ($000) $381 Shares 4,656 Est. Cost $138.86 Unrealized -32.7%
ELME WASHINGTON REAL ESTATE INVEST SBI USD0.01 0.3%
Value ($000) $374 Shares 21,312 Est. Cost $25.19 Unrealized
VPU VANGUARD UTILITIES ETF 0.3%
Value ($000) $372 Shares 2,620 Est. Cost $156.16 Unrealized
SPMD SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF 0.3%
Value ($000) $358 Shares 9,306 Est. Cost $47.23 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 0.3%
Value ($000) $356 Shares 9,762 Est. Cost $49.44 Unrealized
IGM ISHARES TRUST EXPANDED TECH SECTOR ETF 0.3%
Value ($000) $352 Shares 1,276 Est. Cost $438.67 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $350 Shares 9,220 Est. Cost $40.38 Unrealized -11.4%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $345 Shares 3,375 Est. Cost $62.64 Unrealized +40.8%
SKYY FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETF 0.2%
Value ($000) $337 Shares 5,592 Est. Cost $101.68 Unrealized
VOT VANGUARD MCAP GR IDXVIP ETF 0.2%
Value ($000) $335 Shares 1,966 Est. Cost $245.43 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $332 Shares 4,460 Est. Cost $96.15 Unrealized
CCI CROWN CASTLE INC COM USD0.01 0.2%
Value ($000) $330 Shares 2,285 Est. Cost $148.50 Unrealized -4.0%
MMM 3M COMPANY COM 0.2%
Value ($000) $325 Shares 2,944 Est. Cost $119.09 Unrealized -19.0%
GE GENERAL ELECTRIC CO COM 0.2%
Value ($000) $324 Shares 5,236 Est. Cost $56.05 Unrealized -22.9%
SPSM SPDR PORTFOLIO S&P 600 SM CAP ETF 0.2%
Value ($000) $319 Shares 9,373 Est. Cost $42.95 Unrealized
VCLT VANGUARD LG-TERM COR BD ETF 0.2%
Value ($000) $319 Shares 4,363 Est. Cost $105.80 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $314 Shares 1,750 Est. Cost $241.08 Unrealized
USD PROSHARES TRUST PSHS ULT SEMICDT ETF 0.2%
Value ($000) $314 Shares 21,968 Est. Cost $43.24 Unrealized
VXF VANGUARD EXTEND MKT ETF 0.2%
Value ($000) $314 Shares 2,471 Est. Cost $180.93 Unrealized
TNA DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETF 0.2%
Value ($000) $313 Shares 10,871 Est. Cost $64.12 Unrealized
TROW PRICE T ROWE GROUPS COM 0.2%
Value ($000) $312 Shares 2,976 Est. Cost $120.77 Unrealized -15.8%
ICLN ISHARES TRUST GL CLEAN ENE ETF 0.2%
Value ($000) $310 Shares 16,272 Est. Cost $21.19 Unrealized
IBB ISHARES TRUST ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $310 Shares 2,651 Est. Cost $152.29 Unrealized
ZTS ZOETIS INC COM CL A 0.2%
Value ($000) $309 Shares 2,084 Est. Cost $187.52 Unrealized -13.9%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $309 Shares 1,456 Est. Cost $186.13 Unrealized +13.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $308 Shares 609 Est. Cost $593.51 Unrealized -6.6%
KRE SPDR SERIES TRUST S&P REGL BKG ETF 0.2%
Value ($000) $305 Shares 5,192 Est. Cost $69.12 Unrealized
EEM ISHARES TRUST MSCI EMG MKT ETF 0.2%
Value ($000) $305 Shares 8,749 Est. Cost $48.44 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $305 Shares 1,371 Est. Cost $225.42 Unrealized +4.0%
WPC WP CAREY INC COM USD0.001 0.2%
Value ($000) $301 Shares 4,319 Est. Cost $82.01 Unrealized
NDAQ NASDAQ INC COM 0.2%
Value ($000) $299 Shares 5,287 Est. Cost $57.74 Unrealized -2.9%
DIA SPDR DOW JONES IND UT SER 1 ETF 0.2%
Value ($000) $298 Shares 1,040 Est. Cost $351.14 Unrealized
QQQE DIREXION SHARES ETF TRUST NAS100 EQL WGT ETF 0.2%
Value ($000) $294 Shares 4,889 Est. Cost $79.08 Unrealized
PCRX PACIRA BIOSCIENCES INC COM 0.2%
Value ($000) $290 Shares 5,455 Est. Cost $55.61 Unrealized 0.0%
WHR WHIRLPOOL CORP COM 0.2%
Value ($000) $285 Shares 2,116 Est. Cost $203.89 Unrealized -21.9%
PRU PRUDENTIAL FINANCIAL INC COM 0.2%
Value ($000) $283 Shares 3,303 Est. Cost $88.62 Unrealized -8.1%
CROX CROCS INC COM 0.2%
Value ($000) $277 Shares 4,035 Est. Cost $60.70 Unrealized +14.4%
MAA MID-AMERICA APARTMENT COMMUNIT COM USD0.01 0.2%
Value ($000) $275 Shares 1,773 Est. Cost $178.27 Unrealized -15.3%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $273 Shares 1,024 Est. Cost $289.44 Unrealized -1.7%
T AT&T INC COM 0.2%
Value ($000) $272 Shares 17,786 Est. Cost $14.67 Unrealized +2.8%
VIS VANGUARD INDUSTRIAL ETF 0.2%
Value ($000) $272 Shares 1,728 Est. Cost $202.46 Unrealized
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $271 Shares 1,026 Est. Cost $234.79 Unrealized +3.3%
KBH KB HOME COM 0.2%
Value ($000) $269 Shares 10,405 Est. Cost $36.38 Unrealized -21.9%
MA MASTERCARD INCORPORATED COM CL A 0.2%
Value ($000) $267 Shares 939 Est. Cost $337.80 Unrealized -3.7%
PAAS PAN AMERICAN SILVER CORP COM 0.2%
Value ($000) $263 Shares 16,572 Est. Cost $23.40 Unrealized -25.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $260 Shares 2,884 Est. Cost $121.71 Unrealized -21.3%
MKTX MARKETAXESS HLDGS INC COM 0.2%
Value ($000) $257 Shares 1,158 Est. Cost $258.39 Unrealized -5.2%
KELLOGG COMPANY COM 0.2%
Value ($000) $254 Shares 3,648 Est. Cost $51.23 Unrealized +19.4%
AMGN AMGEN INC COM 0.2%
Value ($000) $253 Shares 1,126 Est. Cost $185.15 Unrealized +17.7%
BJ BJS WHSL CLUB HLDGS INC COM 0.2%
Value ($000) $250 Shares 3,439 Est. Cost $62.53 Unrealized +14.6%
TJX TJX COS INC COM 0.2%
Value ($000) $249 Shares 4,021 Est. Cost $63.82 Unrealized -6.2%
BGS B & G FOODS INC COM 0.2%
Value ($000) $247 Shares 14,991 Est. Cost $19.68 Unrealized -20.8%
SBIO ALPS ETF TRUST MED BREAKTHGH ETF 0.2%
Value ($000) $247 Shares 8,218 Est. Cost $27.75 Unrealized
NEM NEWMONT CORPORATION COM 0.2%
Value ($000) $246 Shares 5,875 Est. Cost $48.57 Unrealized -13.2%
UPS UNITED PARCEL SERVICE INC COM CL B 0.2%
Value ($000) $244 Shares 1,512 Est. Cost $168.31 Unrealized -4.6%
IJJ ISHARES TRUST S&P MC 400VL ETF 0.2%
Value ($000) $239 Shares 2,660 Est. Cost $110.45 Unrealized
CG CARLYLE GROUP INC COM 0.2%
Value ($000) $238 Shares 9,242 Est. Cost $40.08 Unrealized -27.4%
WYNN WYNN RESORTS LTD COM 0.2%
Value ($000) $237 Shares 3,761 Est. Cost $84.27 Unrealized -28.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $236 Shares 1,045 Est. Cost $207.28 Unrealized +5.7%
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.2%
Value ($000) $236 Shares 3,546 Est. Cost $76.99 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $232 Shares 1,880 Est. Cost $146.94 Unrealized
VCR VANGUARD CONSUM DIS ETF 0.2%
Value ($000) $226 Shares 964 Est. Cost $339.00 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $224 Shares 1,072 Est. Cost $255.22 Unrealized -12.7%
HUM HUMANA INC COM 0.2%
Value ($000) $218 Shares 449 Est. Cost $416.39 Unrealized +12.7%
GPN GLOBAL PAYMENTS INC COM 0.2%
Value ($000) $217 Shares 2,009 Est. Cost $131.63 Unrealized -9.4%
LIT GLOBAL X FDS LITHIUM BTRY ETF 0.2%
Value ($000) $216 Shares 3,270 Est. Cost $83.53 Unrealized
CPNG COUPANG INC COM CL A 0.2%
Value ($000) $216 Shares 12,990 Est. Cost $13.63 Unrealized +26.8%
MACQUARIE/1ST TR G COM 0.2%
Value ($000) $215 Shares 27,169 Est. Cost $9.43 Unrealized
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $213 Shares 4,262 Est. Cost $56.91 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $213 Shares 1,582 Est. Cost $161.30 Unrealized -10.1%
RITM RITHM CAPITAL CORP COM NPV 0.2%
Value ($000) $210 Shares 28,726 Est. Cost $10.19 Unrealized
MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF 0.1%
Value ($000) $207 Shares 3,439 Est. Cost $81.26 Unrealized
NVS NOVARTIS AG ADR SPONSORED 0.1%
Value ($000) $207 Shares 2,730 Est. Cost $87.43 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $205 Shares 614 Est. Cost $326.53 Unrealized 0.0%
VDC VANGUARD CONSUM STP ETF 0.1%
Value ($000) $205 Shares 1,196 Est. Cost $199.68 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $200 Shares 5,349 Est. Cost $32.52 Unrealized +20.1%
IVZ INVESCO LTD COM 0.1%
Value ($000) $195 Shares 14,263 Est. Cost $18.09 Unrealized -20.5%
HIMX HIMAX TECHNOLOGIES INC ADR SPONSORED 0.1%
Value ($000) $165 Shares 34,239 Est. Cost $12.77 Unrealized
BHC BAUSCH HEALTH COMPANIES INC COM 0.1%
Value ($000) $164 Shares 23,827 Est. Cost $18.16 Unrealized -61.7%
TEVA TEVA PHARMACEUTICAL INDUSTRIES ADR SPONSORED 0.1%
Value ($000) $161 Shares 20,060 Est. Cost $8.01 Unrealized
PBR PETROLEO BRASILEIRO SA ADR SPONSORED 0.1%
Value ($000) $148 Shares 12,010 Est. Cost $11.12 Unrealized
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS OF BEN INT USD0.01 0.1%
Value ($000) $145 Shares 26,533 Est. Cost $15.85 Unrealized
PDM PIEDMONT OFFICE REALTY TRUST I COM 0.1%
Value ($000) $145 Shares 13,818 Est. Cost $18.33 Unrealized
FIRST TR NEW OPPORTUNITIES MLP COM 0.1%
Value ($000) $115 Shares 20,999 Est. Cost $5.47 Unrealized
AXIA CENTRAIS ELETRICAS BRASILEIRAS ADR SPONSORED 0.1%
Value ($000) $108 Shares 13,499 Est. Cost $6.33 Unrealized
NEW YORK COMMUNITY BANCORP INC COM 0.1%
Value ($000) $101 Shares 11,924 Est. Cost $12.17 Unrealized
RCAT RED CAT HOLDINGS INC COM 0.1%
Value ($000) $100 Shares 60,412 Est. Cost $2.49 Unrealized -16.4%
VTRS VIATRIS INC COM 0.1%
Value ($000) $88 Shares 10,357 Est. Cost $8.43 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC COM CL A 0.1%
Value ($000) $82 Shares 11,378 Est. Cost $7.21 Unrealized
UAA UNDER ARMOUR INC COM CL A 0.1%
Value ($000) $76 Shares 11,529 Est. Cost $12.08 Unrealized -27.5%
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $65 Shares 10,915 Est. Cost $7.83 Unrealized 0.0%
INHIBIKASE THERAPEUTICS INC COM 0.0%
Value ($000) $53 Shares 59,069 Est. Cost $1.47 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $40 Shares 13,860 Est. Cost $2.89 Unrealized
THE ALKALINE WATER CO INC COM 0.0%
Value ($000) $14 Shares 41,900 Est. Cost $1.13 Unrealized