SVB WEALTH LLC Diversified Active

CIK: 0001626116 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 1, 2019

Total Value ($000): $5,023,722 (100.0% shares, 0.0% debt)

Holdings (514)

BIL SPDR SER BARCLAYS 1-3 MONTH TBILL ETF 15.0%
Value ($000) $751,710 Shares 8,207,335 Est. Cost $91.59 Unrealized
ITOT ISHARES TR CORE 8.9%
Value ($000) $447,453 Shares 6,671,425 Est. Cost $67.07 Unrealized
IWD iShares Russell 1000 Value 6.0%
Value ($000) $299,230 Shares 2,332,992 Est. Cost $128.24 Unrealized
IVV iShares Core S&P 500 4.7%
Value ($000) $238,557 Shares 799,131 Est. Cost $297.57 Unrealized
SPY SPDR S&P 500 4.5%
Value ($000) $223,793 Shares 754,094 Est. Cost $296.36 Unrealized
AAPL Apple 3.0%
Value ($000) $152,384 Shares 680,375 Est. Cost $25.17 Unrealized +99.5%
SPDR S&P Midcap 400 2.5%
Value ($000) $125,745 Shares 356,751 Est. Cost $352.58 Unrealized
MSFT Microsoft 2.2%
Value ($000) $109,171 Shares 785,234 Est. Cost $40.07 Unrealized +224.2%
BRK/A Berkshire Hathaway A 1.5%
Value ($000) $77,334 Shares 248 Est. Cost $305231.84 Unrealized +1.4%
IJH iShares Core S&P Mid-Cap 1.3%
Value ($000) $67,358 Shares 348,593 Est. Cost $193.35 Unrealized
JPM JPMorgan Chase 1.2%
Value ($000) $62,504 Shares 531,087 Est. Cost $49.63 Unrealized +91.6%
HD Home Depot 1.1%
Value ($000) $53,445 Shares 230,343 Est. Cost $81.60 Unrealized +129.3%
V Visa 1.0%
Value ($000) $51,944 Shares 301,987 Est. Cost $66.52 Unrealized +156.1%
AMZN Amazon 1.0%
Value ($000) $50,791 Shares 29,259 Est. Cost $33.83 Unrealized +174.1%
ABT Abbott Laboratories 0.9%
Value ($000) $47,340 Shares 565,795 Est. Cost $37.21 Unrealized +104.5%
AVGO Broadcom Ltd 0.9%
Value ($000) $45,794 Shares 165,877 Est. Cost $20.37 Unrealized +17.9%
MRK Merck 0.9%
Value ($000) $43,084 Shares 511,804 Est. Cost $39.46 Unrealized +65.9%
ACN Accenture 0.8%
Value ($000) $40,311 Shares 209,569 Est. Cost $95.92 Unrealized +84.0%
UNP Union Pacific 0.7%
Value ($000) $35,942 Shares 221,894 Est. Cost $87.29 Unrealized +67.0%
PG Procter & Gamble 0.7%
Value ($000) $35,576 Shares 286,029 Est. Cost $65.77 Unrealized +53.5%
MDT Medtronic 0.7%
Value ($000) $35,435 Shares 326,226 Est. Cost $56.06 Unrealized +56.2%
NEE Nextera Energy 0.7%
Value ($000) $34,822 Shares 149,456 Est. Cost $21.49 Unrealized +115.2%
RCL Royal Caribbean Cruises 0.7%
Value ($000) $34,576 Shares 319,165 Est. Cost $84.77 Unrealized +24.9%
PFF iShares US Preferred Stock 0.7%
Value ($000) $34,074 Shares 907,915 Est. Cost $37.33 Unrealized
JNJ Johnson & Johnson 0.7%
Value ($000) $33,130 Shares 256,069 Est. Cost $78.48 Unrealized +40.2%
ABBV AbbVie 0.6%
Value ($000) $32,205 Shares 425,311 Est. Cost $41.46 Unrealized +26.8%
ADP Automatic Data Proc 0.6%
Value ($000) $31,294 Shares 193,868 Est. Cost $69.93 Unrealized +105.9%
GLNG Golar Lng Ltd 0.6%
Value ($000) $31,158 Shares 2,398,593 Est. Cost $26.44 Unrealized -49.5%
Raytheon 0.6%
Value ($000) $30,694 Shares 156,449 Est. Cost $115.26 Unrealized
GOOG Alphabet Class C 0.6%
Value ($000) $29,592 Shares 24,275 Est. Cost $36.63 Unrealized +60.3%
DIS Walt Disney 0.6%
Value ($000) $28,440 Shares 218,236 Est. Cost $98.08 Unrealized +36.9%
HON Honeywell International 0.6%
Value ($000) $27,751 Shares 164,015 Est. Cost $82.25 Unrealized +69.4%
EFA iShares MSCI EAFE 0.5%
Value ($000) $26,591 Shares 407,785 Est. Cost $65.73 Unrealized
CVX Chevron 0.5%
Value ($000) $26,282 Shares 221,602 Est. Cost $73.12 Unrealized +25.2%
IWM iShares Russell 2000 Index 0.5%
Value ($000) $25,941 Shares 171,407 Est. Cost $155.50 Unrealized
T AT&T 0.5%
Value ($000) $25,077 Shares 662,711 Est. Cost $13.31 Unrealized +27.7%
KO Coca Cola 0.5%
Value ($000) $24,012 Shares 441,076 Est. Cost $31.31 Unrealized +40.4%
APD Air Prod. & Chemical 0.5%
Value ($000) $23,511 Shares 105,974 Est. Cost $109.00 Unrealized +76.7%
FIS Fidelity National Information 0.5%
Value ($000) $23,226 Shares 174,943 Est. Cost $81.40 Unrealized +43.9%
Allergan 0.5%
Value ($000) $22,647 Shares 134,572 Est. Cost $191.28 Unrealized
ICE Intercontinental Exchange Grou 0.4%
Value ($000) $22,433 Shares 243,127 Est. Cost $57.87 Unrealized +45.3%
CB Chubb Limited 0.4%
Value ($000) $21,895 Shares 135,624 Est. Cost $98.53 Unrealized +41.4%
BR Broadridge Financial Solutions 0.4%
Value ($000) $21,219 Shares 170,530 Est. Cost $62.56 Unrealized +84.5%
ACWX iShares MSCI ACWI Ex US 0.4%
Value ($000) $20,804 Shares 451,760 Est. Cost $46.76 Unrealized
GOOGL Alphabet Class A 0.4%
Value ($000) $20,668 Shares 16,925 Est. Cost $36.59 Unrealized +60.6%
BA Boeing 0.4%
Value ($000) $20,529 Shares 53,955 Est. Cost $300.00 Unrealized +17.5%
DHR Danaher 0.4%
Value ($000) $20,067 Shares 138,940 Est. Cost $35.55 Unrealized +242.4%
MRSH Marsh & McLennan 0.4%
Value ($000) $20,059 Shares 200,487 Est. Cost $56.99 Unrealized +58.9%
VLO Valero Energy 0.4%
Value ($000) $19,905 Shares 233,513 Est. Cost $53.48 Unrealized +16.8%
INTC Intel 0.4%
Value ($000) $19,724 Shares 382,771 Est. Cost $26.63 Unrealized +61.6%
ET Energy Transfer LP 0.4%
Value ($000) $19,651 Shares 1,502,382 Est. Cost $15.36 Unrealized
PFE Pfizer 0.4%
Value ($000) $19,477 Shares 542,091 Est. Cost $18.17 Unrealized +48.7%
VOO Vanguard S&P 500 ETF 0.4%
Value ($000) $19,302 Shares 70,809 Est. Cost $272.27 Unrealized
VTI Vanguard Total Stock Market ET 0.4%
Value ($000) $18,894 Shares 125,128 Est. Cost $150.68 Unrealized
META Facebook 0.4%
Value ($000) $18,686 Shares 104,930 Est. Cost $109.93 Unrealized +71.7%
ROST Ross Stores 0.3%
Value ($000) $17,365 Shares 158,079 Est. Cost $79.56 Unrealized +24.5%
Interpublic Group 0.3%
Value ($000) $16,718 Shares 775,398 Est. Cost $16.28 Unrealized +2.7%
AMP Ameriprise Financial 0.3%
Value ($000) $16,570 Shares 112,646 Est. Cost $118.69 Unrealized +5.5%
IJR iShares S&P SmallCap 600 Index 0.3%
Value ($000) $16,441 Shares 211,218 Est. Cost $78.28 Unrealized
SYY Sysco 0.3%
Value ($000) $15,910 Shares 200,383 Est. Cost $58.69 Unrealized +5.2%
XOM Exxon Mobil 0.3%
Value ($000) $15,782 Shares 223,503 Est. Cost $57.30 Unrealized -6.2%
CSCO Cisco Systems 0.3%
Value ($000) $15,110 Shares 305,799 Est. Cost $18.76 Unrealized +128.1%
United Technologies 0.3%
Value ($000) $14,983 Shares 109,750 Est. Cost $115.03 Unrealized
BlackRock 0.3%
Value ($000) $14,974 Shares 33,602 Est. Cost $447.09 Unrealized
MCD McDonald's 0.3%
Value ($000) $14,132 Shares 65,819 Est. Cost $71.47 Unrealized +158.5%
COST Costco Wholesale 0.3%
Value ($000) $13,890 Shares 48,212 Est. Cost $162.38 Unrealized +57.9%
Option Care Inc. 0.3%
Value ($000) $13,822 Shares 1,974,626 Est. Cost $10.30 Unrealized
LVS Las Vegas Sands 0.3%
Value ($000) $13,328 Shares 230,737 Est. Cost $55.07 Unrealized -3.1%
TJX The TJX Companies 0.3%
Value ($000) $13,325 Shares 239,060 Est. Cost $36.59 Unrealized +36.9%
CME Cme Group Inc. Com 0.3%
Value ($000) $13,292 Shares 62,892 Est. Cost $127.70 Unrealized +28.7%
CRM Salesforce.com 0.3%
Value ($000) $13,031 Shares 87,785 Est. Cost $119.78 Unrealized +25.4%
ELV Anthem 0.3%
Value ($000) $12,998 Shares 54,135 Est. Cost $250.24 Unrealized +0.4%
AMGN Amgen 0.2%
Value ($000) $12,496 Shares 64,576 Est. Cost $115.51 Unrealized +36.8%
RWO Spdr DJ Global Real Estate 0.2%
Value ($000) $12,495 Shares 240,942 Est. Cost $50.16 Unrealized
TYL Tyler Technologies 0.2%
Value ($000) $12,083 Shares 46,029 Est. Cost $197.95 Unrealized +23.7%
Iqvia Holdings 0.2%
Value ($000) $12,061 Shares 80,743 Est. Cost $99.77 Unrealized
CSGP Costar Group Inc. 0.2%
Value ($000) $11,820 Shares 19,926 Est. Cost $36.53 Unrealized +63.9%
ADBE Adobe Systems 0.2%
Value ($000) $11,667 Shares 42,234 Est. Cost $203.71 Unrealized +43.3%
GVI iShares Interm Govt/Credit Bon 0.2%
Value ($000) $11,303 Shares 99,830 Est. Cost $112.36 Unrealized
CVS CVS Caremark 0.2%
Value ($000) $11,001 Shares 174,424 Est. Cost $59.55 Unrealized -18.8%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $10,807 Shares 264,432 Est. Cost $42.91 Unrealized
SCZ iShares MSCI Eafe Small Cap In 0.2%
Value ($000) $10,755 Shares 187,926 Est. Cost $57.40 Unrealized
Cerner 0.2%
Value ($000) $10,662 Shares 156,406 Est. Cost $64.66 Unrealized
FTEC Fidelity MSCI Information Tech 0.2%
Value ($000) $10,266 Shares 160,991 Est. Cost $62.28 Unrealized
D Dominion Resources 0.2%
Value ($000) $10,082 Shares 124,414 Est. Cost $48.00 Unrealized +21.7%
SBUX Starbucks 0.2%
Value ($000) $10,079 Shares 113,991 Est. Cost $39.36 Unrealized +104.9%
SYK Stryker 0.2%
Value ($000) $10,011 Shares 46,281 Est. Cost $84.34 Unrealized +137.4%
BRK/B Berkshire Hathaway B 0.2%
Value ($000) $9,987 Shares 48,009 Est. Cost $159.47 Unrealized +29.2%
PEP Pepsico 0.2%
Value ($000) $9,740 Shares 71,041 Est. Cost $69.04 Unrealized +58.4%
UNH UnitedHealth 0.2%
Value ($000) $9,583 Shares 44,097 Est. Cost $176.47 Unrealized +23.0%
URI United Rentals 0.2%
Value ($000) $9,553 Shares 76,648 Est. Cost $91.13 Unrealized +28.9%
IWF iShares Russell 1000 Growth 0.2%
Value ($000) $9,496 Shares 59,487 Est. Cost $157.56 Unrealized
DVY iShares Select Dividend 0.2%
Value ($000) $9,418 Shares 92,383 Est. Cost $99.56 Unrealized
SCHW Charles Schwab 0.2%
Value ($000) $9,408 Shares 224,917 Est. Cost $31.01 Unrealized +19.0%
TREX Trex Company Inc. 0.2%
Value ($000) $9,195 Shares 101,121 Est. Cost $33.96 Unrealized +18.7%
EL Estee Lauder 0.2%
Value ($000) $9,109 Shares 45,787 Est. Cost $124.64 Unrealized +41.3%
WFC Wells Fargo 0.2%
Value ($000) $9,019 Shares 178,808 Est. Cost $39.02 Unrealized +2.0%
iShares Core MSCI EAFE ETF 0.2%
Value ($000) $8,978 Shares 147,012 Est. Cost $61.40 Unrealized
WMT Walmart 0.2%
Value ($000) $8,723 Shares 73,501 Est. Cost $22.39 Unrealized +53.9%
FNCL Fidelity MSCI Financials ETF 0.2%
Value ($000) $8,298 Shares 204,074 Est. Cost $40.10 Unrealized
VEA Vanguard FTSE Developed Market 0.2%
Value ($000) $8,294 Shares 201,890 Est. Cost $41.69 Unrealized
VNQ Vanguard REIT Index 0.2%
Value ($000) $8,160 Shares 87,512 Est. Cost $88.23 Unrealized
BKNG Booking Holdings 0.2%
Value ($000) $7,949 Shares 4,050 Est. Cost $1797.65 Unrealized +6.0%
VZ Verizon 0.2%
Value ($000) $7,916 Shares 131,149 Est. Cost $28.34 Unrealized +42.7%
ORCL Oracle 0.2%
Value ($000) $7,889 Shares 143,352 Est. Cost $38.06 Unrealized +32.4%
PPG PPG Industries 0.2%
Value ($000) $7,848 Shares 66,225 Est. Cost $89.81 Unrealized +13.4%
EA Electronic Arts, Inc. 0.2%
Value ($000) $7,540 Shares 77,085 Est. Cost $92.18 Unrealized -0.9%
CMCSA Comcast 0.1%
Value ($000) $7,503 Shares 166,436 Est. Cost $32.02 Unrealized +17.1%
MLM Martin Marietta Materials 0.1%
Value ($000) $7,434 Shares 27,121 Est. Cost $197.34 Unrealized +19.8%
SPDR Gold Trust 0.1%
Value ($000) $7,378 Shares 53,131 Est. Cost $133.76 Unrealized
MMM 3M 0.1%
Value ($000) $6,977 Shares 42,440 Est. Cost $89.68 Unrealized +23.4%
GILD Gilead Sciences 0.1%
Value ($000) $6,838 Shares 107,893 Est. Cost $67.37 Unrealized -24.3%
ECL Ecolab 0.1%
Value ($000) $6,673 Shares 33,694 Est. Cost $96.70 Unrealized +93.5%
IBM IBM 0.1%
Value ($000) $6,618 Shares 45,511 Est. Cost $99.97 Unrealized +2.5%
BIV Vanguard Interm-Term Bond 0.1%
Value ($000) $6,539 Shares 74,314 Est. Cost $87.66 Unrealized
ADI Analog Devices 0.1%
Value ($000) $6,444 Shares 57,671 Est. Cost $65.41 Unrealized +54.2%
IEMG iShares Core MSCI Emerging Mkt 0.1%
Value ($000) $6,266 Shares 127,827 Est. Cost $51.44 Unrealized
MCHP Microchip Tech 0.1%
Value ($000) $6,235 Shares 67,105 Est. Cost $27.08 Unrealized +48.4%
Royal Dutch Shell B 0.1%
Value ($000) $6,169 Shares 103,001 Est. Cost $58.73 Unrealized
NKE Nike 0.1%
Value ($000) $6,120 Shares 65,161 Est. Cost $48.25 Unrealized +63.2%
AJG Arthur J Gallagher 0.1%
Value ($000) $6,001 Shares 66,999 Est. Cost $37.62 Unrealized +121.0%
FIDU Fidelity MSCI Industrials ETF 0.1%
Value ($000) $5,807 Shares 145,694 Est. Cost $39.74 Unrealized
SPWH Sportsmans Warehouse Holdings 0.1%
Value ($000) $5,758 Shares 1,111,616 Est. Cost $4.86 Unrealized -11.4%
BSV Vanguard Bd Index Fd Inc Short 0.1%
Value ($000) $5,653 Shares 69,968 Est. Cost $80.53 Unrealized
BAC Bank Of America 0.1%
Value ($000) $5,487 Shares 188,111 Est. Cost $20.88 Unrealized +17.7%
VIG Vanguard Dividend Apprec ETF 0.1%
Value ($000) $5,467 Shares 45,722 Est. Cost $115.70 Unrealized
VGIT VANGUARD INDEX FDS ETF SHS 0.1%
Value ($000) $5,447 Shares 81,702 Est. Cost $66.67 Unrealized
FHLC Fidelity MSCI Healthcare ETF 0.1%
Value ($000) $5,401 Shares 124,534 Est. Cost $45.01 Unrealized
CL Colgate-Palmolive 0.1%
Value ($000) $5,219 Shares 70,994 Est. Cost $52.19 Unrealized +19.8%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $5,097 Shares 100,523 Est. Cost $39.81 Unrealized -7.6%
LHX L3 Harris Tech 0.1%
Value ($000) $5,009 Shares 24,007 Est. Cost $180.55 Unrealized 0.0%
Celgene 0.1%
Value ($000) $4,941 Shares 49,761 Est. Cost $111.83 Unrealized
AGG iShares Core US Bond Market 0.1%
Value ($000) $4,928 Shares 43,541 Est. Cost $111.41 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $4,837 Shares 25,620 Est. Cost $187.30 Unrealized
WM Waste Management 0.1%
Value ($000) $4,744 Shares 41,256 Est. Cost $65.74 Unrealized +59.9%
FCOM Fidelity MSCI Telecomm ETF 0.1%
Value ($000) $4,656 Shares 140,801 Est. Cost $33.14 Unrealized
MA Mastercard 0.1%
Value ($000) $4,643 Shares 17,095 Est. Cost $77.54 Unrealized +243.2%
EOG EOG Resources 0.1%
Value ($000) $4,618 Shares 62,221 Est. Cost $65.63 Unrealized -6.3%
VB Vanguard Small Cap VIPERS 0.1%
Value ($000) $4,391 Shares 28,536 Est. Cost $156.65 Unrealized
PIMCO Enhanced Short Maturity 0.1%
Value ($000) $4,311 Shares 42,378 Est. Cost $101.75 Unrealized
FDX FedEx 0.1%
Value ($000) $4,170 Shares 28,646 Est. Cost $137.74 Unrealized +4.0%
VFC V.F. Corp 0.1%
Value ($000) $4,060 Shares 45,621 Est. Cost $76.01 Unrealized +12.4%
BB&T 0.1%
Value ($000) $3,945 Shares 73,913 Est. Cost $38.76 Unrealized
Theratechnologies Inc 0.1%
Value ($000) $3,749 Shares 866,210 Est. Cost $6.09 Unrealized
SWKS Skyworks Solutions 0.1%
Value ($000) $3,702 Shares 46,714 Est. Cost $67.45 Unrealized +1.5%
XLK SPDR Technology Sector 0.1%
Value ($000) $3,582 Shares 44,478 Est. Cost $78.04 Unrealized
VONV VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 0.1%
Value ($000) $3,581 Shares 31,851 Est. Cost $112.43 Unrealized
DAL Delta Air Lines Inc. New 0.1%
Value ($000) $3,554 Shares 61,710 Est. Cost $48.67 Unrealized +16.5%
FSTA Fidelity MSCI Consumer Staples 0.1%
Value ($000) $3,549 Shares 96,928 Est. Cost $34.77 Unrealized
AXP American Express 0.1%
Value ($000) $3,535 Shares 29,884 Est. Cost $77.59 Unrealized +45.1%
FDIS Fidelity MSCI Consumer Discret 0.1%
Value ($000) $3,529 Shares 77,139 Est. Cost $45.71 Unrealized
DPZ Domino's Pizza Inc. 0.1%
Value ($000) $3,412 Shares 13,948 Est. Cost $224.32 Unrealized +2.3%
FMAT Fidelity MSCI Materials ETF 0.1%
Value ($000) $3,405 Shares 105,334 Est. Cost $32.80 Unrealized
IWN iShares Russell 2000 Value 0.1%
Value ($000) $3,370 Shares 28,218 Est. Cost $120.51 Unrealized
PAYX Paychex 0.1%
Value ($000) $3,336 Shares 40,307 Est. Cost $36.89 Unrealized +87.4%
PGR Progressive Corp 0.1%
Value ($000) $3,284 Shares 42,517 Est. Cost $31.25 Unrealized +106.8%
General Electric 0.1%
Value ($000) $3,281 Shares 366,967 Est. Cost $25.59 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.1%
Value ($000) $3,209 Shares 64,316 Est. Cost $50.99 Unrealized
STT State Street Corp 0.1%
Value ($000) $3,203 Shares 54,118 Est. Cost $63.09 Unrealized -28.7%
NTES Netease.Com Inc. 0.1%
Value ($000) $3,187 Shares 11,972 Est. Cost $263.57 Unrealized
AMT American Tower 0.1%
Value ($000) $3,180 Shares 14,382 Est. Cost $77.53 Unrealized +136.5%
TE Connectivity 0.1%
Value ($000) $3,135 Shares 33,647 Est. Cost $63.25 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $3,133 Shares 77,819 Est. Cost $42.53 Unrealized
ZBH Zimmer Holdings 0.1%
Value ($000) $3,131 Shares 22,811 Est. Cost $96.32 Unrealized +27.3%
ITW Illinois Tool Works 0.1%
Value ($000) $3,093 Shares 19,762 Est. Cost $70.08 Unrealized +85.8%
TROW T Rowe Price Group 0.1%
Value ($000) $3,080 Shares 26,958 Est. Cost $53.72 Unrealized +59.6%
BDX Becton Dickinson 0.1%
Value ($000) $3,028 Shares 11,971 Est. Cost $114.50 Unrealized +95.2%
FREL Fidelity Real Estate ETF 0.1%
Value ($000) $2,946 Shares 105,578 Est. Cost $26.18 Unrealized
Seagate Technology 0.1%
Value ($000) $2,939 Shares 54,632 Est. Cost $33.60 Unrealized
USB US Bancorp 0.1%
Value ($000) $2,928 Shares 52,912 Est. Cost $29.15 Unrealized +41.1%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,922 Shares 5,411 Est. Cost $117.76 Unrealized +46.9%
KMB Kimberly-Clark 0.1%
Value ($000) $2,881 Shares 20,282 Est. Cost $89.63 Unrealized +22.4%
EPR Entertainment Properties Trust 0.1%
Value ($000) $2,762 Shares 35,929 Est. Cost $58.66 Unrealized
PLD Prologis Trust 0.1%
Value ($000) $2,730 Shares 32,039 Est. Cost $48.99 Unrealized +41.4%
Health Care Property Investors 0.1%
Value ($000) $2,693 Shares 75,575 Est. Cost $35.29 Unrealized
ACWI iShares MSCI ACWI Index 0.1%
Value ($000) $2,690 Shares 36,478 Est. Cost $73.71 Unrealized
ROP Roper Industries 0.1%
Value ($000) $2,591 Shares 7,266 Est. Cost $143.55 Unrealized +143.6%
CDW CDW Corp 0.1%
Value ($000) $2,585 Shares 20,977 Est. Cost $37.03 Unrealized +186.8%
MDLZ Mondelez 0.1%
Value ($000) $2,544 Shares 45,981 Est. Cost $33.15 Unrealized +40.9%
GNR S&P 500 Global Natural Resourc 0.1%
Value ($000) $2,544 Shares 59,055 Est. Cost $45.86 Unrealized
Maxim Integrated Products 0.0%
Value ($000) $2,487 Shares 42,939 Est. Cost $47.76 Unrealized
C Citigroup 0.0%
Value ($000) $2,456 Shares 35,553 Est. Cost $41.92 Unrealized +29.2%
IVW iShares S&P Growth 0.0%
Value ($000) $2,437 Shares 13,538 Est. Cost $179.23 Unrealized
Foot Locker 0.0%
Value ($000) $2,425 Shares 56,183 Est. Cost $42.82 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $2,356 Shares 52,992 Est. Cost $57.83 Unrealized -27.9%
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $2,349 Shares 13,865 Est. Cost $151.54 Unrealized +16.7%
Ingersoll Rand Plc 0.0%
Value ($000) $2,325 Shares 18,872 Est. Cost $104.17 Unrealized
CMI Cummins 0.0%
Value ($000) $2,323 Shares 14,281 Est. Cost $102.73 Unrealized +32.5%
QCOM Qualcomm 0.0%
Value ($000) $2,319 Shares 30,403 Est. Cost $51.88 Unrealized +25.3%
SPDR S&P Dividend 0.0%
Value ($000) $2,272 Shares 22,138 Est. Cost $101.31 Unrealized
BP BP 0.0%
Value ($000) $2,214 Shares 58,271 Est. Cost $40.37 Unrealized
NFLX Netflix 0.0%
Value ($000) $2,214 Shares 8,273 Est. Cost $16.71 Unrealized +87.3%
SPDR Utilities Sector 0.0%
Value ($000) $2,208 Shares 34,110 Est. Cost $59.64 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $2,193 Shares 20,291 Est. Cost $107.83 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $2,193 Shares 12,622 Est. Cost $172.39 Unrealized
LLY Eli Lilly 0.0%
Value ($000) $2,189 Shares 19,576 Est. Cost $60.26 Unrealized +70.5%
IDXX Idexx Labs Inc. 0.0%
Value ($000) $2,164 Shares 7,957 Est. Cost $112.57 Unrealized +147.2%
Walgreens Boots Alliance 0.0%
Value ($000) $2,137 Shares 38,646 Est. Cost $74.64 Unrealized
PNC PNC Financial 0.0%
Value ($000) $2,131 Shares 15,204 Est. Cost $61.71 Unrealized +74.5%
SHM SPDR Nuveen Barclays Short Ter 0.0%
Value ($000) $2,128 Shares 43,428 Est. Cost $48.93 Unrealized
AEE Ameren 0.0%
Value ($000) $2,100 Shares 26,230 Est. Cost $34.78 Unrealized +83.7%
HOLX Hologic 0.0%
Value ($000) $2,090 Shares 41,398 Est. Cost $25.81 Unrealized +90.6%
PSX Phillips 66 0.0%
Value ($000) $2,082 Shares 20,335 Est. Cost $64.85 Unrealized +19.1%
Eaton Vance 0.0%
Value ($000) $2,052 Shares 45,661 Est. Cost $40.10 Unrealized
NOC Northrup Grumman 0.0%
Value ($000) $2,013 Shares 5,372 Est. Cost $225.58 Unrealized +41.3%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $1,996 Shares 11,905 Est. Cost $167.42 Unrealized
PPL PPL 0.0%
Value ($000) $1,989 Shares 63,169 Est. Cost $24.53 Unrealized -6.0%
SABR Sabre Corp 0.0%
Value ($000) $1,974 Shares 88,156 Est. Cost $26.00 Unrealized -9.5%
EPD Enterprise Products 0.0%
Value ($000) $1,952 Shares 68,301 Est. Cost $31.18 Unrealized
ILMN Illumina 0.0%
Value ($000) $1,950 Shares 6,410 Est. Cost $295.81 Unrealized -0.4%
AFL Aflac 0.0%
Value ($000) $1,925 Shares 36,796 Est. Cost $29.82 Unrealized +52.2%
Immunomedics 0.0%
Value ($000) $1,923 Shares 145,000 Est. Cost $4.80 Unrealized
CCL Carnival Corp Com 0.0%
Value ($000) $1,866 Shares 42,695 Est. Cost $56.55 Unrealized -20.8%
GIS General Mills 0.0%
Value ($000) $1,828 Shares 33,160 Est. Cost $37.13 Unrealized +16.9%
YUM Yum! Brands 0.0%
Value ($000) $1,804 Shares 15,907 Est. Cost $43.00 Unrealized +136.1%
DD DuPont De Nemours 0.0%
Value ($000) $1,788 Shares 25,071 Est. Cost $27.24 Unrealized -4.9%
PM Philip Morris 0.0%
Value ($000) $1,777 Shares 23,401 Est. Cost $50.34 Unrealized +12.7%
Magellan Midstream 0.0%
Value ($000) $1,776 Shares 26,800 Est. Cost $75.13 Unrealized
AVB Avalon Bay 0.0%
Value ($000) $1,761 Shares 8,177 Est. Cost $112.24 Unrealized +48.9%
DUK Duke Energy 0.0%
Value ($000) $1,738 Shares 18,135 Est. Cost $53.49 Unrealized +31.9%
CHD Church & Dwight Inc. 0.0%
Value ($000) $1,715 Shares 22,796 Est. Cost $37.79 Unrealized +85.8%
ETN Eaton 0.0%
Value ($000) $1,708 Shares 20,543 Est. Cost $57.12 Unrealized +26.2%
NSRGY Nestle 0.0%
Value ($000) $1,700 Shares 15,648 Est. Cost $73.82 Unrealized
DOV Dover 0.0%
Value ($000) $1,698 Shares 17,060 Est. Cost $50.81 Unrealized +72.5%
IWO iShares Russell 2000 Growth 0.0%
Value ($000) $1,674 Shares 8,687 Est. Cost $199.93 Unrealized
BABA Alibaba 0.0%
Value ($000) $1,663 Shares 9,940 Est. Cost $173.07 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $1,626 Shares 12,581 Est. Cost $41.02 Unrealized +150.8%
Extraction Oil & Gas 0.0%
Value ($000) $1,605 Shares 546,017 Est. Cost $15.39 Unrealized
BND Vanguard Total Bond Market 0.0%
Value ($000) $1,596 Shares 18,903 Est. Cost $83.06 Unrealized
DK Delek US Holdings 0.0%
Value ($000) $1,590 Shares 43,797 Est. Cost $22.83 Unrealized +29.4%
IGSB iShares Short Term Corp Bond E 0.0%
Value ($000) $1,586 Shares 29,558 Est. Cost $53.43 Unrealized
Grom Social Enterprises 0.0%
Value ($000) $1,571 Shares 10,479,250 Est. Cost $0.24 Unrealized
TGT Target 0.0%
Value ($000) $1,532 Shares 14,333 Est. Cost $48.80 Unrealized +64.7%
VT VANGUARD TOTAL WORLD STOCK IND 0.0%
Value ($000) $1,531 Shares 20,458 Est. Cost $75.14 Unrealized
LMT Lockheed Martin 0.0%
Value ($000) $1,523 Shares 3,905 Est. Cost $180.14 Unrealized +75.7%
MPC Marathon Petroleum 0.0%
Value ($000) $1,516 Shares 24,961 Est. Cost $47.61 Unrealized -9.5%
SPDR Consumer Disc. Sector 0.0%
Value ($000) $1,509 Shares 12,500 Est. Cost $119.19 Unrealized
SUI Sun Communities Inc. 0.0%
Value ($000) $1,475 Shares 9,935 Est. Cost $79.95 Unrealized
XRAY Dentsply Sirona 0.0%
Value ($000) $1,445 Shares 27,099 Est. Cost $58.93 Unrealized -8.9%
FLOT iShares Floating Rate Fund 0.0%
Value ($000) $1,442 Shares 28,291 Est. Cost $50.93 Unrealized
SO Southern 0.0%
Value ($000) $1,439 Shares 23,296 Est. Cost $32.56 Unrealized +39.0%
FNF Fidelity National Financial 0.0%
Value ($000) $1,359 Shares 30,609 Est. Cost $26.36 Unrealized +18.8%
PKG Packaging Corp Of America 0.0%
Value ($000) $1,347 Shares 12,697 Est. Cost $63.77 Unrealized +30.8%
MO Altria Group 0.0%
Value ($000) $1,336 Shares 32,666 Est. Cost $36.09 Unrealized -23.5%
RSG Republic Services 0.0%
Value ($000) $1,330 Shares 15,368 Est. Cost $34.14 Unrealized +134.3%
Muscle Pharm Corp 0.0%
Value ($000) $1,317 Shares 2,927,677 Est. Cost $0.56 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $1,271 Shares 11,385 Est. Cost $111.25 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $1,269 Shares 18,980 Est. Cost $45.21 Unrealized +20.2%
BAH Booz Allen Hamilton Hldg Corp 0.0%
Value ($000) $1,248 Shares 17,577 Est. Cost $29.67 Unrealized +112.2%
IVE iShares S&P Value Index Fund 0.0%
Value ($000) $1,242 Shares 10,422 Est. Cost $116.60 Unrealized
PANW Palo Alto Networks 0.0%
Value ($000) $1,239 Shares 6,077 Est. Cost $25.22 Unrealized +40.4%
HTBK HERITAGE COMMERCE CORP COM 0.0%
Value ($000) $1,236 Shares 105,127 Est. Cost $14.08 Unrealized -15.6%
VLY Valley National Bancorp 0.0%
Value ($000) $1,221 Shares 112,316 Est. Cost $9.69 Unrealized +10.4%
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $1,203 Shares 13,411 Est. Cost $89.16 Unrealized
YUMC Yum China 0.0%
Value ($000) $1,189 Shares 26,179 Est. Cost $30.50 Unrealized +46.4%
DOW Dow Inc 0.0%
Value ($000) $1,186 Shares 24,884 Est. Cost $36.37 Unrealized -10.0%
DE Deere & Co 0.0%
Value ($000) $1,183 Shares 7,011 Est. Cost $81.92 Unrealized +78.2%
OTEX Open Text 0.0%
Value ($000) $1,162 Shares 28,477 Est. Cost $26.12 Unrealized +32.3%
INTU Intuit 0.0%
Value ($000) $1,161 Shares 4,364 Est. Cost $84.69 Unrealized +211.7%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $1,147 Shares 3,938 Est. Cost $136.63 Unrealized +106.1%
GM General Motors 0.0%
Value ($000) $1,139 Shares 30,392 Est. Cost $24.94 Unrealized +44.4%
NSC Norfolk Southern 0.0%
Value ($000) $1,135 Shares 6,315 Est. Cost $84.50 Unrealized +91.1%
Coresite Realty Corp 0.0%
Value ($000) $1,127 Shares 9,245 Est. Cost $110.15 Unrealized
SHY iShare 1-3 Year Treasury Bond 0.0%
Value ($000) $1,123 Shares 13,241 Est. Cost $84.76 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $1,112 Shares 21,847 Est. Cost $47.84 Unrealized -4.3%
DSI iShares MSCI Kld 400 Social In 0.0%
Value ($000) $1,082 Shares 9,756 Est. Cost $109.43 Unrealized
Encompass Health Corp 0.0%
Value ($000) $1,055 Shares 16,679 Est. Cost $57.16 Unrealized
IT Gartner Group 0.0%
Value ($000) $1,053 Shares 7,366 Est. Cost $81.25 Unrealized +78.9%
Hollyfrontier Corp 0.0%
Value ($000) $1,040 Shares 19,381 Est. Cost $30.03 Unrealized
XLF SPDR Financial Sector 0.0%
Value ($000) $1,025 Shares 36,607 Est. Cost $27.61 Unrealized
HPQ HP Inc 0.0%
Value ($000) $1,012 Shares 53,497 Est. Cost $11.50 Unrealized +36.8%
CI Cigna Corp 0.0%
Value ($000) $1,006 Shares 6,625 Est. Cost $189.53 Unrealized -21.5%
GS Goldman Sachs 0.0%
Value ($000) $999 Shares 4,819 Est. Cost $152.70 Unrealized +17.6%
SR Spire 0.0%
Value ($000) $998 Shares 11,441 Est. Cost $69.53 Unrealized
TTC Toro Co Com 0.0%
Value ($000) $991 Shares 13,517 Est. Cost $63.45 Unrealized +12.6%
LQD iShares iBoxx Invest Grade Cor 0.0%
Value ($000) $991 Shares 7,774 Est. Cost $124.71 Unrealized
COR Amerisourcebergen Corp 0.0%
Value ($000) $989 Shares 12,015 Est. Cost $64.36 Unrealized +8.8%
EVRG Evergy 0.0%
Value ($000) $985 Shares 14,804 Est. Cost $40.03 Unrealized +23.3%
VGK Vanguard MSCI Europe 0.0%
Value ($000) $983 Shares 18,343 Est. Cost $54.15 Unrealized
AEP American Electric Power 0.0%
Value ($000) $981 Shares 10,466 Est. Cost $46.20 Unrealized +56.8%
RMD Resmed Inc. 0.0%
Value ($000) $979 Shares 7,244 Est. Cost $61.12 Unrealized +102.8%
VAC Marriott Vacations 0.0%
Value ($000) $968 Shares 9,347 Est. Cost $90.76 Unrealized +8.4%
KR Kroger Co 0.0%
Value ($000) $952 Shares 36,944 Est. Cost $20.29 Unrealized 0.0%
DEO Diageo 0.0%
Value ($000) $952 Shares 5,818 Est. Cost $119.07 Unrealized
VTR Ventas 0.0%
Value ($000) $945 Shares 12,942 Est. Cost $41.57 Unrealized +32.2%
HPE Hewlett Packard Ent 0.0%
Value ($000) $943 Shares 62,155 Est. Cost $10.70 Unrealized +8.2%
CGNX Cognex Corp Com 0.0%
Value ($000) $938 Shares 19,097 Est. Cost $38.86 Unrealized +9.0%
RVTY Perkinlemer Inc. 0.0%
Value ($000) $934 Shares 10,961 Est. Cost $56.63 Unrealized +52.2%
FUTY Fidelity MSCI Utilities ETF 0.0%
Value ($000) $933 Shares 21,963 Est. Cost $39.27 Unrealized
iPath Bloomberg Commodity Inde 0.0%
Value ($000) $924 Shares 42,399 Est. Cost $22.25 Unrealized
SNA Snap-On 0.0%
Value ($000) $912 Shares 5,823 Est. Cost $124.29 Unrealized +4.5%
Total SA 0.0%
Value ($000) $907 Shares 17,436 Est. Cost $53.62 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $907 Shares 8,471 Est. Cost $85.65 Unrealized +5.7%
SLB Schlumberger 0.0%
Value ($000) $903 Shares 26,431 Est. Cost $63.82 Unrealized -51.5%
GNTX Gentex Corp. 0.0%
Value ($000) $895 Shares 32,504 Est. Cost $20.53 Unrealized +28.7%
HII Huntington Ingalls Industry 0.0%
Value ($000) $894 Shares 4,220 Est. Cost $172.01 Unrealized +9.8%
RS Reliance Steel and Aluminum 0.0%
Value ($000) $884 Shares 8,874 Est. Cost $79.39 Unrealized +23.0%
MTUM iShares MSCI USA Momentum 0.0%
Value ($000) $863 Shares 7,240 Est. Cost $118.65 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $862 Shares 7,588 Est. Cost $59.87 Unrealized +70.6%
Flir Sys Inc. 0.0%
Value ($000) $831 Shares 15,794 Est. Cost $35.70 Unrealized
CFR Cullen Frost Bankers 0.0%
Value ($000) $817 Shares 9,224 Est. Cost $59.83 Unrealized +21.9%
COF Capital One Financial 0.0%
Value ($000) $805 Shares 8,843 Est. Cost $71.34 Unrealized +13.0%
AIG American Intl Group 0.0%
Value ($000) $799 Shares 14,346 Est. Cost $41.91 Unrealized +11.6%
ZD J2 Global Comm Inc Comnew 0.0%
Value ($000) $797 Shares 8,780 Est. Cost $63.34 Unrealized +19.6%
LOW Lowes 0.0%
Value ($000) $795 Shares 7,226 Est. Cost $61.64 Unrealized +52.5%
GPC Genuine Parts 0.0%
Value ($000) $794 Shares 7,977 Est. Cost $72.39 Unrealized +10.2%
ALL Allstate 0.0%
Value ($000) $788 Shares 7,251 Est. Cost $51.69 Unrealized +73.4%
CAT Caterpillar 0.0%
Value ($000) $782 Shares 6,190 Est. Cost $76.78 Unrealized +44.7%
AXS Axis Capital Holdings Ltd 0.0%
Value ($000) $782 Shares 11,714 Est. Cost $47.38 Unrealized +11.2%
FDS Factset Research Systems Inc 0.0%
Value ($000) $748 Shares 3,080 Est. Cost $205.56 Unrealized +26.9%
GPN Global Pmts Inc. 0.0%
Value ($000) $746 Shares 4,689 Est. Cost $155.39 Unrealized 0.0%
RPM RPM Intl 0.0%
Value ($000) $744 Shares 10,807 Est. Cost $48.17 Unrealized +37.5%
PRU Prudential Financial 0.0%
Value ($000) $739 Shares 8,219 Est. Cost $64.97 Unrealized +1.2%
IWP iShares Russell Mid-Cap Growth 0.0%
Value ($000) $739 Shares 5,226 Est. Cost $142.54 Unrealized
HMN Horace Mann Educators Corp. 0.0%
Value ($000) $739 Shares 15,946 Est. Cost $37.60 Unrealized +16.3%
SCHC Schwab Intl Small-Cap Equity 0.0%
Value ($000) $735 Shares 23,111 Est. Cost $32.64 Unrealized
CSX CSX 0.0%
Value ($000) $734 Shares 10,595 Est. Cost $10.17 Unrealized +110.0%
NVS Novartis 0.0%
Value ($000) $733 Shares 8,440 Est. Cost $92.89 Unrealized
PYPL PayPal 0.0%
Value ($000) $721 Shares 6,961 Est. Cost $66.29 Unrealized +65.8%
A Agilent Technologies 0.0%
Value ($000) $717 Shares 9,351 Est. Cost $62.73 Unrealized +10.0%
VANGUARD BD INDEX FD INC INTERMED TERM 0.0%
Value ($000) $705 Shares 50,000 Est. Cost $14.10 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $704 Shares 4,231 Est. Cost $163.79 Unrealized
Legg Mason 0.0%
Value ($000) $692 Shares 18,110 Est. Cost $40.26 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $690 Shares 5,762 Est. Cost $71.33 Unrealized +24.7%
FISV Fiserv Inc. Com 0.0%
Value ($000) $682 Shares 6,580 Est. Cost $58.05 Unrealized +75.9%
SCHF Schwab Intl Eq ETF 0.0%
Value ($000) $676 Shares 21,227 Est. Cost $32.10 Unrealized
Linde 0.0%
Value ($000) $669 Shares 3,451 Est. Cost $155.93 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $667 Shares 13,361 Est. Cost $33.87 Unrealized +33.9%
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $665 Shares 11,893 Est. Cost $55.89 Unrealized
SBRA Sabra Healthcare REIT 0.0%
Value ($000) $663 Shares 28,880 Est. Cost $21.00 Unrealized
SFBS ServisFirst Bancshares 0.0%
Value ($000) $663 Shares 20,000 Est. Cost $30.28 Unrealized -4.6%
COLM Columbia Sportswear 0.0%
Value ($000) $661 Shares 6,820 Est. Cost $91.19 Unrealized -0.1%
NCLH Norwegian Cruise Lines 0.0%
Value ($000) $652 Shares 12,597 Est. Cost $46.19 Unrealized +9.8%
SPGI S&P Global 0.0%
Value ($000) $651 Shares 2,659 Est. Cost $173.70 Unrealized +36.4%
CDK Global 0.0%
Value ($000) $646 Shares 13,442 Est. Cost $49.67 Unrealized
CTVA Corteva 0.0%
Value ($000) $646 Shares 23,056 Est. Cost $25.02 Unrealized +6.6%
IBB iShares Nasdaq Biotechnology 0.0%
Value ($000) $643 Shares 6,459 Est. Cost $109.03 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $637 Shares 6,739 Est. Cost $54.67 Unrealized +29.0%
LYB LyondellBasell Ind 0.0%
Value ($000) $637 Shares 7,123 Est. Cost $54.62 Unrealized -1.7%
EWJ iShares MSCI Japan Index 0.0%
Value ($000) $634 Shares 11,170 Est. Cost $56.76 Unrealized
SPYX ISHARES TR SMALLCAP600 0.0%
Value ($000) $632 Shares 8,693 Est. Cost $72.70 Unrealized
WESTROCK CO COM 0.0%
Value ($000) $631 Shares 17,310 Est. Cost $38.33 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $630 Shares 11,525 Est. Cost $47.10 Unrealized -12.4%
NVDA Nvidia Corp 0.0%
Value ($000) $627 Shares 3,602 Est. Cost $4.57 Unrealized -8.5%
BAX Baxter Intl 0.0%
Value ($000) $626 Shares 7,162 Est. Cost $38.16 Unrealized +97.9%
ABM ABM Industries 0.0%
Value ($000) $620 Shares 17,060 Est. Cost $30.17 Unrealized +12.9%
DLB Dolby Laboratories Inccl A 0.0%
Value ($000) $614 Shares 9,505 Est. Cost $57.88 Unrealized -1.1%
Vaneck Vectors ATM-Free Int Mu 0.0%
Value ($000) $613 Shares 12,175 Est. Cost $49.75 Unrealized
MNST Monster Beverage 0.0%
Value ($000) $599 Shares 10,317 Est. Cost $27.71 Unrealized +9.3%
BRKR Bruker Corp Com 0.0%
Value ($000) $595 Shares 13,554 Est. Cost $41.22 Unrealized +6.5%
PEG PSEG 0.0%
Value ($000) $594 Shares 9,568 Est. Cost $33.59 Unrealized +43.0%
ZTS Zoetis 0.0%
Value ($000) $593 Shares 4,757 Est. Cost $40.82 Unrealized +180.6%
FTNT fortinet Inc. 0.0%
Value ($000) $591 Shares 7,697 Est. Cost $7.69 Unrealized +111.0%
HUBB Hubbell Inc 0.0%
Value ($000) $591 Shares 4,496 Est. Cost $90.94 Unrealized +25.8%
CASY Caseys General Stores 0.0%
Value ($000) $591 Shares 3,670 Est. Cost $121.10 Unrealized +30.5%
Stericycle Inc. Com 0.0%
Value ($000) $588 Shares 11,553 Est. Cost $130.79 Unrealized
DLR Digital Realty Trust REIT 0.0%
Value ($000) $588 Shares 4,529 Est. Cost $50.79 Unrealized +92.0%
MUB iShares Natl AMT-Free Muni Bon 0.0%
Value ($000) $584 Shares 5,120 Est. Cost $113.07 Unrealized
JBHT JB Hunt Trans Svcs 0.0%
Value ($000) $580 Shares 5,238 Est. Cost $80.11 Unrealized +21.3%
Nutrien Ltd 0.0%
Value ($000) $577 Shares 11,585 Est. Cost $47.49 Unrealized
SJM J.M. Smucker 0.0%
Value ($000) $571 Shares 5,190 Est. Cost $72.97 Unrealized +24.0%
EBAY eBay 0.0%
Value ($000) $559 Shares 14,340 Est. Cost $21.82 Unrealized +65.0%
CTAS Cintas Corp Com 0.0%
Value ($000) $550 Shares 2,050 Est. Cost $32.97 Unrealized +81.8%
EG Everest RE Group, LTD 0.0%
Value ($000) $548 Shares 2,061 Est. Cost $210.51 Unrealized +4.9%
FXH First Trust Healthcare Alphade 0.0%
Value ($000) $544 Shares 7,350 Est. Cost $77.41 Unrealized
DHI D.R. Horton 0.0%
Value ($000) $543 Shares 10,295 Est. Cost $33.46 Unrealized +33.5%
WEN Wendys Company 0.0%
Value ($000) $542 Shares 27,130 Est. Cost $18.93 Unrealized +5.3%
BCSF BAIN CAP SPECIALTY FIN INC COM 0.0%
Value ($000) $532 Shares 28,030 Est. Cost $8.96 Unrealized -2.3%
TLT iShares Barclays 20 Years Tre 0.0%
Value ($000) $526 Shares 3,677 Est. Cost $138.38 Unrealized
KMX Carmax Inc. Com 0.0%
Value ($000) $520 Shares 5,907 Est. Cost $57.22 Unrealized +50.0%
XLV SPDR Health Care Sector 0.0%
Value ($000) $516 Shares 5,726 Est. Cost $92.47 Unrealized
IJT iShares S&P Small-Cap 600 0.0%
Value ($000) $511 Shares 2,865 Est. Cost $182.57 Unrealized
AYI Acuity Brands 0.0%
Value ($000) $505 Shares 3,750 Est. Cost $192.81 Unrealized -33.8%
XYL Xylem Inc 0.0%
Value ($000) $503 Shares 6,318 Est. Cost $38.51 Unrealized +89.0%
KEWL Keweenaw Land Association Ltd. 0.0%
Value ($000) $502 Shares 7,170 Est. Cost $14.59 Unrealized -35.0%
PBP INVESCO EXCHANGE TRADEDFD TR S 0.0%
Value ($000) $499 Shares 23,043 Est. Cost $21.70 Unrealized
WDAY Workday 0.0%
Value ($000) $492 Shares 2,895 Est. Cost $103.90 Unrealized +85.8%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $491 Shares 12,889 Est. Cost $43.32 Unrealized -7.3%
BBT BERKSHIRE HILLS BANCORP INC CO 0.0%
Value ($000) $491 Shares 16,747 Est. Cost $25.84 Unrealized -3.6%
FTV Fortive Corp 0.0%
Value ($000) $488 Shares 7,118 Est. Cost $40.21 Unrealized +11.6%
BPOP Popular 0.0%
Value ($000) $485 Shares 8,969 Est. Cost $43.30 Unrealized +3.0%
DBEF Deutsche X-Trackers MSCI EAFE 0.0%
Value ($000) $485 Shares 14,988 Est. Cost $31.64 Unrealized
DCI Donaldson Inc. Com (dci) 0.0%
Value ($000) $483 Shares 9,280 Est. Cost $31.38 Unrealized +42.4%
PZA INVESCO EXCHANGE-TRADED FD TR 0.0%
Value ($000) $480 Shares 18,100 Est. Cost $26.13 Unrealized
TRV The Travelers Companies 0.0%
Value ($000) $474 Shares 3,191 Est. Cost $82.28 Unrealized +57.5%
BK Bank New York Mellon 0.0%
Value ($000) $466 Shares 10,299 Est. Cost $30.94 Unrealized +19.6%
SWK Stanley Black & Decker 0.0%
Value ($000) $462 Shares 3,200 Est. Cost $94.84 Unrealized +23.0%
CMA Comerica 0.0%
Value ($000) $458 Shares 6,941 Est. Cost $57.48 Unrealized -15.9%
NXPI NXP Semiconductors 0.0%
Value ($000) $454 Shares 4,160 Est. Cost $99.12 Unrealized -7.4%
FENY Fidelity MSCI Energy ETF 0.0%
Value ($000) $440 Shares 27,960 Est. Cost $17.20 Unrealized
JD JD.com 0.0%
Value ($000) $435 Shares 15,428 Est. Cost $37.62 Unrealized
CTSH Cognizant Tech 0.0%
Value ($000) $432 Shares 7,176 Est. Cost $45.52 Unrealized +26.2%
VMC Vulcan Materials Co. 0.0%
Value ($000) $426 Shares 2,817 Est. Cost $93.06 Unrealized +43.6%
COP ConocoPhillips 0.0%
Value ($000) $425 Shares 7,452 Est. Cost $47.45 Unrealized -4.5%
ES Eversource Energy 0.0%
Value ($000) $424 Shares 4,961 Est. Cost $46.64 Unrealized +35.4%
MSI Motorola Solutions 0.0%
Value ($000) $422 Shares 2,479 Est. Cost $83.27 Unrealized +89.4%
Avx Corp New 0.0%
Value ($000) $417 Shares 27,424 Est. Cost $16.60 Unrealized
DTE Dte Energy 0.0%
Value ($000) $412 Shares 3,098 Est. Cost $50.07 Unrealized +77.6%
MSM MSC Industrial Direct 0.0%
Value ($000) $406 Shares 5,596 Est. Cost $87.63 Unrealized -20.1%
IWB iShares Tr Russell 1000index F 0.0%
Value ($000) $406 Shares 2,466 Est. Cost $164.64 Unrealized
RHHBY Roche Holdings 0.0%
Value ($000) $406 Shares 11,151 Est. Cost $33.93 Unrealized
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $403 Shares 4,625 Est. Cost $87.18 Unrealized
BSX Boston Scientific 0.0%
Value ($000) $402 Shares 9,871 Est. Cost $23.01 Unrealized +84.2%
Cadence Bancorporation 0.0%
Value ($000) $394 Shares 22,436 Est. Cost $18.55 Unrealized
EFG iShares MSCI EAFE Growth 0.0%
Value ($000) $393 Shares 4,882 Est. Cost $80.82 Unrealized
GlaxoSmithKline 0.0%
Value ($000) $392 Shares 9,179 Est. Cost $40.59 Unrealized
WEC WEC Energy Corp 0.0%
Value ($000) $391 Shares 4,114 Est. Cost $50.38 Unrealized +45.9%
DLTR Dollar Tree 0.0%
Value ($000) $390 Shares 3,412 Est. Cost $64.99 Unrealized +61.0%
Meredithcorp 0.0%
Value ($000) $376 Shares 10,263 Est. Cost $52.89 Unrealized
Putnam Muni Opportinities Trus 0.0%
Value ($000) $372 Shares 28,500 Est. Cost $12.66 Unrealized
CRI Carter Inc 0.0%
Value ($000) $370 Shares 4,054 Est. Cost $75.07 Unrealized -1.0%
Two Harbors Investment 0.0%
Value ($000) $369 Shares 28,080 Est. Cost $14.92 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $366 Shares 8,582 Est. Cost $27.28 Unrealized +28.4%
SCHD Schwab US Dividend Equity 0.0%
Value ($000) $364 Shares 6,647 Est. Cost $53.39 Unrealized
WAB WABTEC 0.0%
Value ($000) $360 Shares 5,016 Est. Cost $74.86 Unrealized -8.5%
CBT Cabot Corp 0.0%
Value ($000) $356 Shares 7,850 Est. Cost $34.42 Unrealized +7.2%
IYW iShares Technology Sector 0.0%
Value ($000) $354 Shares 1,733 Est. Cost $198.07 Unrealized
HXL Hexcel 0.0%
Value ($000) $353 Shares 4,290 Est. Cost $41.67 Unrealized +96.0%
SAP SAP AG 0.0%
Value ($000) $352 Shares 2,980 Est. Cost $73.45 Unrealized
XEL Xcel Energy 0.0%
Value ($000) $350 Shares 5,401 Est. Cost $38.02 Unrealized +34.7%
VV Vanguard Index Fds Vanguardlar 0.0%
Value ($000) $349 Shares 2,560 Est. Cost $134.77 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $343 Shares 2,663 Est. Cost $130.30 Unrealized
Truecar Inc 0.0%
Value ($000) $340 Shares 100,000 Est. Cost $15.79 Unrealized
SKT Tanger Factory Outlet 0.0%
Value ($000) $337 Shares 21,773 Est. Cost $27.50 Unrealized
MET Metlife 0.0%
Value ($000) $333 Shares 7,066 Est. Cost $33.20 Unrealized +15.9%
BBX Capital Corp Cl A 0.0%
Value ($000) $332 Shares 71,000 Est. Cost $6.49 Unrealized
INGR Ingredion 0.0%
Value ($000) $331 Shares 4,048 Est. Cost $102.61 Unrealized -22.7%
ORLY O Reilly Automotive 0.0%
Value ($000) $310 Shares 777 Est. Cost $13.89 Unrealized +86.0%
SPDR DJ Wilshire REIT ETF 0.0%
Value ($000) $310 Shares 2,965 Est. Cost $98.82 Unrealized
IGIB iShares Interm Term Corp Bond 0.0%
Value ($000) $309 Shares 5,340 Est. Cost $56.93 Unrealized
SPDR Euro Stoxx 50 0.0%
Value ($000) $307 Shares 8,125 Est. Cost $38.28 Unrealized
HIG Hartford Financial 0.0%
Value ($000) $307 Shares 5,068 Est. Cost $34.13 Unrealized +48.8%
MCS Marcus Corp. 0.0%
Value ($000) $304 Shares 8,218 Est. Cost $41.33 Unrealized -16.6%
MCK Mckesson Corp 0.0%
Value ($000) $300 Shares 2,197 Est. Cost $141.90 Unrealized -4.4%
Unilever 0.0%
Value ($000) $298 Shares 4,957 Est. Cost $44.28 Unrealized
Royal Dutch Shell A 0.0%
Value ($000) $294 Shares 4,995 Est. Cost $64.66 Unrealized
IVOO WISDOMTREE TR EUROPE HEDGED 0.0%
Value ($000) $289 Shares 2,214 Est. Cost $130.53 Unrealized
Harborside Bancorp 0.0%
Value ($000) $288 Shares 28,636 Est. Cost $10.06 Unrealized
SCHP Schwab U.S. Tips ETF 0.0%
Value ($000) $285 Shares 5,020 Est. Cost $56.77 Unrealized
IOSP Innospec Inc. 0.0%
Value ($000) $285 Shares 3,200 Est. Cost $67.58 Unrealized +21.0%
DBI Designer Brands Inc 0.0%
Value ($000) $284 Shares 16,607 Est. Cost $17.23 Unrealized -15.8%
MKC Mccormick & Co 0.0%
Value ($000) $278 Shares 1,777 Est. Cost $48.12 Unrealized +47.4%
MAR Marriott 0.0%
Value ($000) $278 Shares 2,236 Est. Cost $80.09 Unrealized +58.2%
GLW Corning 0.0%
Value ($000) $276 Shares 9,672 Est. Cost $18.00 Unrealized +38.8%
ETR Entergy Corp New 0.0%
Value ($000) $275 Shares 2,346 Est. Cost $35.82 Unrealized +21.3%
OEF iShares Tr S&P 100 Indexfund 0.0%
Value ($000) $274 Shares 2,085 Est. Cost $129.50 Unrealized
EQIX Equinix 0.0%
Value ($000) $272 Shares 471 Est. Cost $347.93 Unrealized +37.2%
EW Edwards Lifesciences 0.0%
Value ($000) $270 Shares 1,229 Est. Cost $45.16 Unrealized +55.6%
PPIH Perma Pipe International 0.0%
Value ($000) $268 Shares 27,826 Est. Cost $8.93 Unrealized -2.0%
ENB Enbridge 0.0%
Value ($000) $268 Shares 7,641 Est. Cost $23.91 Unrealized -5.2%
SYF Synchrony Financial 0.0%
Value ($000) $268 Shares 7,847 Est. Cost $23.87 Unrealized +22.6%
NOW ServiceNow, Inc 0.0%
Value ($000) $265 Shares 1,042 Est. Cost $43.97 Unrealized +23.7%
BNDX Vanguard Tot International Bon 0.0%
Value ($000) $264 Shares 4,491 Est. Cost $57.40 Unrealized
WCN Waste Connections 0.0%
Value ($000) $259 Shares 2,815 Est. Cost $47.05 Unrealized +88.0%
ALB Albemarle Corp 0.0%
Value ($000) $254 Shares 3,650 Est. Cost $82.57 Unrealized -24.3%
CAH Cardinal Health 0.0%
Value ($000) $249 Shares 5,287 Est. Cost $55.03 Unrealized -30.7%
Broadstone Net Lease 0.0%
Value ($000) $247 Shares 2,907 Est. Cost $84.97 Unrealized
THG Hanover Insurance Group 0.0%
Value ($000) $247 Shares 1,819 Est. Cost $88.48 Unrealized +25.4%
PNW Pinnacle West Cap Cp 0.0%
Value ($000) $243 Shares 2,505 Est. Cost $64.12 Unrealized +12.1%
AXAHY AXA Group 0.0%
Value ($000) $241 Shares 9,407 Est. Cost $25.62 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $240 Shares 4,963 Est. Cost $22.51 Unrealized +18.9%
HEDJ ISHARES TR RSSLL 1000 GRWT 0.0%
Value ($000) $233 Shares 3,469 Est. Cost $67.17 Unrealized
Thomson Reuters 0.0%
Value ($000) $233 Shares 3,486 Est. Cost $59.09 Unrealized
BEN Franklin Resources 0.0%
Value ($000) $233 Shares 8,057 Est. Cost $27.87 Unrealized -19.9%
GGG Graco 0.0%
Value ($000) $231 Shares 5,010 Est. Cost $37.45 Unrealized +16.3%
ProShares UultraPro S&P 500 0.0%
Value ($000) $231 Shares 4,176 Est. Cost $54.12 Unrealized
AGNC AGNC Investment Corp 0.0%
Value ($000) $231 Shares 14,380 Est. Cost $19.53 Unrealized
IYH iShares Dow Jones Healthcare 0.0%
Value ($000) $230 Shares 1,215 Est. Cost $195.06 Unrealized
IYR iShares Real Estate 0.0%
Value ($000) $229 Shares 2,452 Est. Cost $87.18 Unrealized
PRF INVESCO EXCHANGE TRADEDFD TR F 0.0%
Value ($000) $226 Shares 1,920 Est. Cost $116.51 Unrealized
Atlassian Corporation Plc 0.0%
Value ($000) $225 Shares 1,795 Est. Cost $130.92 Unrealized
Lam Research Corp Com 0.0%
Value ($000) $224 Shares 967 Est. Cost $231.64 Unrealized
GBTC Bitcoin Investment Trust 0.0%
Value ($000) $223 Shares 21,040 Est. Cost $4.29 Unrealized
TIP iShares TIPS Fund 0.0%
Value ($000) $222 Shares 1,908 Est. Cost $116.35 Unrealized
Cooper Companies 0.0%
Value ($000) $222 Shares 748 Est. Cost $296.10 Unrealized
First Trust Senior FR 2022 Tar 0.0%
Value ($000) $221 Shares 25,000 Est. Cost $8.92 Unrealized
STE Steris Plc 0.0%
Value ($000) $220 Shares 1,523 Est. Cost $110.62 Unrealized +27.5%
SONY Sony Corp ADR 0.0%
Value ($000) $219 Shares 3,710 Est. Cost $59.03 Unrealized
RLJ RLJ Lodging Trust 0.0%
Value ($000) $219 Shares 12,895 Est. Cost $22.70 Unrealized
BUD Anheuser Busch 0.0%
Value ($000) $218 Shares 2,297 Est. Cost $119.10 Unrealized
XLI SPDR Industrial Sector 0.0%
Value ($000) $218 Shares 2,805 Est. Cost $77.72 Unrealized
FSLR First Solar Inc. 0.0%
Value ($000) $217 Shares 3,740 Est. Cost $50.90 Unrealized +25.9%
DBEU VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.0%
Value ($000) $216 Shares 7,238 Est. Cost $29.84 Unrealized
Spdr Dow Jones Indl Average ET 0.0%
Value ($000) $213 Shares 790 Est. Cost $265.82 Unrealized
ITT ITT Inc 0.0%
Value ($000) $211 Shares 3,445 Est. Cost $54.58 Unrealized +10.5%
OLED Universal Display 0.0%
Value ($000) $210 Shares 1,250 Est. Cost $70.16 Unrealized +171.3%
TD Toronto Dominion 0.0%
Value ($000) $209 Shares 3,579 Est. Cost $55.28 Unrealized +2.8%
Vanguard Financials ETF 0.0%
Value ($000) $208 Shares 2,970 Est. Cost $70.03 Unrealized
VYM Vanguard Whitehall Fdshigh Div 0.0%
Value ($000) $208 Shares 2,340 Est. Cost $87.18 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $207 Shares 1,011 Est. Cost $198.70 Unrealized 0.0%
SPDR Ser Tr Barclays Caphigh Y 0.0%
Value ($000) $206 Shares 1,902 Est. Cost $108.62 Unrealized
IJJ iShares Tr S&P Midcap400 Value 0.0%
Value ($000) $205 Shares 1,281 Est. Cost $159.25 Unrealized
PNGAY Ping An Ins Group Co China Spo 0.0%
Value ($000) $204 Shares 8,846 Est. Cost $13.21 Unrealized
CBRE Group 0.0%
Value ($000) $201 Shares 3,798 Est. Cost $52.92 Unrealized
NOBL ProShares S&P 500 Dv Aristocra 0.0%
Value ($000) $200 Shares 2,800 Est. Cost $69.21 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $172 Shares 11,439 Est. Cost $14.67 Unrealized
CenturyLink 0.0%
Value ($000) $142 Shares 11,386 Est. Cost $16.27 Unrealized
Sprott Physical Gold Tr 0.0%
Value ($000) $128 Shares 10,800 Est. Cost $11.30 Unrealized
Putnam Managed Muni Income Tru 0.0%
Value ($000) $90 Shares 11,500 Est. Cost $7.65 Unrealized
John Hancock Tax Adv Global Sh 0.0%
Value ($000) $72 Shares 10,560 Est. Cost $6.85 Unrealized
BBVA Banco Bilbao Vizcaya Argentari 0.0%
Value ($000) $70 Shares 13,483 Est. Cost $5.48 Unrealized
Inventrust Pptys 0.0%
Value ($000) $62 Shares 19,763 Est. Cost $3.14 Unrealized
AWRE Aware, Inc 0.0%
Value ($000) $57 Shares 19,000 Est. Cost $4.33 Unrealized -30.8%
ProMIs Neorscience 0.0%
Value ($000) $32 Shares 189,710 Est. Cost $0.30 Unrealized
Cannabix Tech 0.0%
Value ($000) $11 Shares 22,200 Est. Cost $0.86 Unrealized
MHTX Manhattan Scientifics Inc 0.0%
Value ($000) $9 Shares 635,000 Est. Cost $0.06 Unrealized -80.6%
Highlands REIT 0.0%
Value ($000) $7 Shares 19,763 Est. Cost $0.35 Unrealized
Crystal Peak Minerals Inc 0.0%
Value ($000) $4 Shares 39,337 Est. Cost $0.36 Unrealized
GNOLF Genoil 0.0%
Value ($000) $1 Shares 50,000 Est. Cost $0.03 Unrealized 0.0%
Cyberdefender Corp 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
GTLL Global Technologies 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized -13.9%
TGLO Theglobe.Com 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +2703.1%
Silicon Graphics Inc. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
CELX Celexpress 0.0%
Value ($000) $0 Shares 653,845 Est. Cost $0.00 Unrealized -30.0%