Private Advisory Group LLC Quant / Systematic

CIK: 0001632965 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $576,141 (100.0% shares, 0.0% debt)

Holdings (189)

MSFT MICROSOFT CORP 6.2%
Value ($000) $35,627 Shares 94,743 Est. Cost $162.70 Unrealized +115.3%
AMZN AMAZON COM INC 4.9%
Value ($000) $28,461 Shares 187,318 Est. Cost $118.89 Unrealized +17.9%
AAPL APPLE INC 4.5%
Value ($000) $26,030 Shares 135,199 Est. Cost $107.56 Unrealized +70.0%
META META PLATFORMS INC 4.0%
Value ($000) $22,841 Shares 64,529 Est. Cost $170.55 Unrealized +89.6%
GOOG ALPHABET INC 3.7%
Value ($000) $21,531 Shares 152,781 Est. Cost $107.44 Unrealized +25.4%
COST COSTCO WHSL CORP NEW 2.9%
Value ($000) $16,501 Shares 24,998 Est. Cost $398.20 Unrealized +44.0%
QQQ INVESCO QQQ TR 2.5%
Value ($000) $14,288 Shares 34,890 Est. Cost $386.30 Unrealized
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $13,812 Shares 27,891 Est. Cost $19.18 Unrealized +141.5%
NFLX NETFLIX INC 2.2%
Value ($000) $12,814 Shares 26,319 Est. Cost $22.18 Unrealized +96.8%
AMD ADVANCED MICRO DEVICES INC 2.2%
Value ($000) $12,433 Shares 84,340 Est. Cost $77.06 Unrealized +53.0%
TSLA TESLA INC 2.1%
Value ($000) $12,097 Shares 48,686 Est. Cost $242.46 Unrealized -2.0%
HD HOME DEPOT INC 2.0%
Value ($000) $11,365 Shares 32,796 Est. Cost $239.46 Unrealized +22.7%
LLY ELI LILLY & CO 1.8%
Value ($000) $10,314 Shares 17,694 Est. Cost $416.09 Unrealized +38.2%
BAC BANK AMERICA CORP 1.8%
Value ($000) $10,269 Shares 304,989 Est. Cost $30.58 Unrealized -9.7%
RSP INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $9,864 Shares 62,509 Est. Cost $141.74 Unrealized
NKE NIKE INC 1.6%
Value ($000) $9,183 Shares 84,578 Est. Cost $103.82 Unrealized -0.8%
LEN LENNAR CORP 1.4%
Value ($000) $8,193 Shares 54,974 Est. Cost $114.01 Unrealized +2.5%
VYM VANGUARD WHITEHALL FDS 1.4%
Value ($000) $7,975 Shares 71,443 Est. Cost $91.60 Unrealized
XLK SELECT SECTOR SPDR TR 1.3%
Value ($000) $7,456 Shares 38,736 Est. Cost $166.79 Unrealized
TGT TARGET CORP 1.2%
Value ($000) $6,952 Shares 48,814 Est. Cost $154.77 Unrealized -27.0%
KBH KB HOME 1.2%
Value ($000) $6,926 Shares 110,890 Est. Cost $49.03 Unrealized +1.2%
IEUR ISHARES TR 1.0%
Value ($000) $6,019 Shares 109,405 Est. Cost $39.54 Unrealized
TM TOYOTA MOTOR CORP 1.0%
Value ($000) $5,944 Shares 32,415 Est. Cost $140.32 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $5,623 Shares 24,170 Est. Cost $231.67 Unrealized
BIL SPDR SER TR 1.0%
Value ($000) $5,621 Shares 61,503 Est. Cost $91.62 Unrealized
XYZ BLOCK INC 1.0%
Value ($000) $5,598 Shares 72,376 Est. Cost $56.54 Unrealized 0.0%
KNG FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $5,518 Shares 106,777 Est. Cost $51.58 Unrealized
DHI D R HORTON INC 1.0%
Value ($000) $5,487 Shares 36,102 Est. Cost $118.54 Unrealized +1.7%
SCHW SCHWAB CHARLES CORP 0.9%
Value ($000) $5,380 Shares 78,202 Est. Cost $70.22 Unrealized -20.1%
TOTALENERGIES SE 0.9%
Value ($000) $5,369 Shares 79,689 Est. Cost $66.53 Unrealized
E ENI S P A 0.9%
Value ($000) $5,257 Shares 154,567 Est. Cost $32.05 Unrealized
DB DEUTSCHE BANK A G 0.9%
Value ($000) $5,129 Shares 378,501 Est. Cost $10.80 Unrealized +3.0%
OILK PROSHARES TR 0.9%
Value ($000) $5,117 Shares 121,534 Est. Cost $42.10 Unrealized
MKTX MARKETAXESS HLDGS INC 0.9%
Value ($000) $5,071 Shares 17,316 Est. Cost $233.72 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $5,066 Shares 48,711 Est. Cost $92.45 Unrealized
FLOT ISHARES TR 0.8%
Value ($000) $4,861 Shares 96,022 Est. Cost $50.51 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $4,802 Shares 10,053 Est. Cost $349.93 Unrealized
ASML ASML HOLDING N V 0.7%
Value ($000) $4,303 Shares 5,685 Est. Cost $520.99 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $4,252 Shares 9,734 Est. Cost $348.63 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $4,194 Shares 38,740 Est. Cost $103.64 Unrealized
UNITED STATES STL CORP NEW 0.7%
Value ($000) $4,093 Shares 84,127 Est. Cost $20.40 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $4,027 Shares 40,598 Est. Cost $96.01 Unrealized
EMXC ISHARES INC 0.7%
Value ($000) $3,888 Shares 70,164 Est. Cost $52.97 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $3,801 Shares 44,545 Est. Cost $85.34 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $3,798 Shares 115,900 Est. Cost $28.76 Unrealized
FICO FAIR ISAAC CORP 0.7%
Value ($000) $3,781 Shares 3,248 Est. Cost $694.85 Unrealized +44.8%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,492 Shares 45,863 Est. Cost $68.75 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $3,329 Shares 44,322 Est. Cost $76.22 Unrealized
PPH VANECK ETF TRUST 0.6%
Value ($000) $3,217 Shares 39,536 Est. Cost $78.85 Unrealized
KRE SPDR SER TR 0.6%
Value ($000) $3,205 Shares 61,132 Est. Cost $52.43 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $3,101 Shares 94,997 Est. Cost $32.64 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $2,982 Shares 15,019 Est. Cost $164.40 Unrealized +4.8%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $2,853 Shares 16,736 Est. Cost $155.90 Unrealized -6.7%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,839 Shares 20,818 Est. Cost $131.65 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $2,747 Shares 2,461 Est. Cost $73.12 Unrealized +26.1%
DVLU FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,741 Shares 105,556 Est. Cost $24.92 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,691 Shares 23,603 Est. Cost $101.31 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,670 Shares 61,942 Est. Cost $68.27 Unrealized
RIO RIO TINTO PLC 0.5%
Value ($000) $2,607 Shares 35,012 Est. Cost $63.64 Unrealized
QS QUANTUMSCAPE CORP 0.4%
Value ($000) $2,545 Shares 366,152 Est. Cost $8.00 Unrealized -21.2%
NET CLOUDFLARE INC 0.4%
Value ($000) $2,467 Shares 29,629 Est. Cost $60.27 Unrealized +16.1%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $2,401 Shares 18,811 Est. Cost $76.95 Unrealized +18.9%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,345 Shares 16,004 Est. Cost $121.18 Unrealized +16.0%
SHY ISHARES TR 0.4%
Value ($000) $2,255 Shares 27,487 Est. Cost $82.04 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $2,179 Shares 43,354 Est. Cost $43.68 Unrealized -8.3%
FIRST TR HIGH YIELD OPPRT 20 0.4%
Value ($000) $2,165 Shares 155,405 Est. Cost $20.25 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $2,130 Shares 15,246 Est. Cost $106.17 Unrealized +25.6%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.4%
Value ($000) $2,107 Shares 34,986 Est. Cost $60.22 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $2,091 Shares 24,953 Est. Cost $77.90 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,067 Shares 24,174 Est. Cost $78.73 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,994 Shares 43,272 Est. Cost $45.74 Unrealized
SCCO SOUTHERN COPPER CORP 0.3%
Value ($000) $1,991 Shares 23,129 Est. Cost $60.40 Unrealized +11.5%
AVAV AEROVIRONMENT INC 0.3%
Value ($000) $1,968 Shares 15,612 Est. Cost $122.31 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $1,956 Shares 7,804 Est. Cost $229.22 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,922 Shares 32,216 Est. Cost $59.44 Unrealized
SHV ISHARES TR 0.3%
Value ($000) $1,919 Shares 17,427 Est. Cost $110.26 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,790 Shares 43,058 Est. Cost $41.57 Unrealized
INDA ISHARES TR 0.3%
Value ($000) $1,763 Shares 36,114 Est. Cost $48.81 Unrealized
GSK GSK PLC 0.3%
Value ($000) $1,733 Shares 46,770 Est. Cost $31.02 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,652 Shares 43,823 Est. Cost $34.44 Unrealized -10.0%
SNPS SYNOPSYS INC 0.3%
Value ($000) $1,455 Shares 2,826 Est. Cost $393.81 Unrealized +29.8%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,410 Shares 4,780 Est. Cost $127.51 Unrealized +4.9%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,382 Shares 16,484 Est. Cost $76.68 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $1,364 Shares 2,287 Est. Cost $576.76 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,315 Shares 21,648 Est. Cost $72.62 Unrealized -26.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,290 Shares 6,913 Est. Cost $162.61 Unrealized
IWC ISHARES TR 0.2%
Value ($000) $1,277 Shares 11,003 Est. Cost $111.03 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,231 Shares 45,049 Est. Cost $25.51 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,208 Shares 15,092 Est. Cost $73.15 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,196 Shares 43,190 Est. Cost $25.28 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,192 Shares 31,698 Est. Cost $33.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,190 Shares 7,276 Est. Cost $112.10 Unrealized +26.2%
V VISA INC 0.2%
Value ($000) $1,189 Shares 4,568 Est. Cost $199.19 Unrealized +21.8%
SMIN ISHARES TR 0.2%
Value ($000) $1,103 Shares 15,799 Est. Cost $69.79 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,010 Shares 17,950 Est. Cost $52.79 Unrealized
ARISTA NETWORKS INC 0.2%
Value ($000) $1,000 Shares 4,246 Est. Cost $235.51 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $981 Shares 2,095 Est. Cost $392.80 Unrealized +15.1%
FV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $949 Shares 18,417 Est. Cost $45.00 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.2%
Value ($000) $945 Shares 5,294 Est. Cost $168.03 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $939 Shares 55,959 Est. Cost $15.62 Unrealized -9.0%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $923 Shares 4,104 Est. Cost $112.62 Unrealized +106.4%
IJT ISHARES TR 0.2%
Value ($000) $919 Shares 7,346 Est. Cost $138.55 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $906 Shares 4,195 Est. Cost $191.35 Unrealized -8.5%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $883 Shares 10,067 Est. Cost $87.67 Unrealized
PHM PULTE GROUP INC 0.2%
Value ($000) $877 Shares 8,499 Est. Cost $79.30 Unrealized +5.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $872 Shares 16,191 Est. Cost $53.84 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $867 Shares 3,183 Est. Cost $201.07 Unrealized +28.1%
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $865 Shares 32,563 Est. Cost $22.04 Unrealized
FN FABRINET 0.1%
Value ($000) $850 Shares 4,464 Est. Cost $171.38 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $849 Shares 4,129 Est. Cost $147.22 Unrealized +24.6%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $842 Shares 11,004 Est. Cost $68.27 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $839 Shares 829 Est. Cost $802.78 Unrealized 0.0%
MTUM ISHARES TR 0.1%
Value ($000) $824 Shares 5,254 Est. Cost $156.89 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $812 Shares 13,186 Est. Cost $45.68 Unrealized +14.5%
CPRT COPART INC 0.1%
Value ($000) $798 Shares 16,291 Est. Cost $47.24 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value ($000) $791 Shares 20,533 Est. Cost $34.08 Unrealized 0.0%
FTAI FTAI AVIATION LTD 0.1%
Value ($000) $781 Shares 16,830 Est. Cost $38.87 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $771 Shares 3,820 Est. Cost $83.80 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $757 Shares 1,071 Est. Cost $126.04 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $754 Shares 2,424 Est. Cost $298.26 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $746 Shares 1,612 Est. Cost $385.77 Unrealized +16.7%
QLYS QUALYS INC 0.1%
Value ($000) $711 Shares 3,624 Est. Cost $174.91 Unrealized 0.0%
IYE ISHARES TR 0.1%
Value ($000) $699 Shares 15,850 Est. Cost $39.29 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $695 Shares 3,226 Est. Cost $211.63 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $687 Shares 6,884 Est. Cost $100.10 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $657 Shares 13,025 Est. Cost $50.56 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $652 Shares 7,634 Est. Cost $70.61 Unrealized 0.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $649 Shares 3,012 Est. Cost $208.84 Unrealized 0.0%
ALG ALAMO GROUP INC 0.1%
Value ($000) $630 Shares 2,999 Est. Cost $162.05 Unrealized +11.3%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $568 Shares 7,824 Est. Cost $65.08 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $562 Shares 8,714 Est. Cost $58.12 Unrealized
WWD WOODWARD INC 0.1%
Value ($000) $550 Shares 4,040 Est. Cost $92.33 Unrealized +39.7%
IT GARTNER INC 0.1%
Value ($000) $540 Shares 1,197 Est. Cost $399.48 Unrealized 0.0%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.1%
Value ($000) $535 Shares 4,554 Est. Cost $104.16 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $512 Shares 3,540 Est. Cost $127.05 Unrealized -6.9%
EPOL ISHARES TR 0.1%
Value ($000) $501 Shares 22,111 Est. Cost $17.11 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $485 Shares 13,102 Est. Cost $31.43 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $481 Shares 1,998 Est. Cost $215.55 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $481 Shares 4,114 Est. Cost $115.14 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $458 Shares 4,423 Est. Cost $113.87 Unrealized
DBJP DBX ETF TR 0.1%
Value ($000) $457 Shares 7,363 Est. Cost $62.04 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $452 Shares 3,022 Est. Cost $116.71 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $449 Shares 10,641 Est. Cost $38.84 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $438 Shares 6,994 Est. Cost $62.43 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $427 Shares 18,475 Est. Cost $23.58 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $427 Shares 18,790 Est. Cost $23.30 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $422 Shares 18,559 Est. Cost $23.21 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $420 Shares 10,477 Est. Cost $37.69 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $416 Shares 2,371 Est. Cost $175.47 Unrealized
XRT SPDR SER TR 0.1%
Value ($000) $407 Shares 5,634 Est. Cost $62.86 Unrealized
XAR SPDR SER TR 0.1%
Value ($000) $407 Shares 3,005 Est. Cost $121.53 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $406 Shares 6,263 Est. Cost $64.86 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $406 Shares 2,712 Est. Cost $114.90 Unrealized +12.2%
IEI ISHARES TR 0.1%
Value ($000) $403 Shares 3,440 Est. Cost $117.13 Unrealized
DBP INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $400 Shares 8,017 Est. Cost $49.95 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $399 Shares 17,822 Est. Cost $21.83 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $364 Shares 2,169 Est. Cost $124.07 Unrealized
BLACKROCK INC 0.1%
Value ($000) $360 Shares 444 Est. Cost $783.22 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $347 Shares 9,872 Est. Cost $29.65 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $332 Shares 2,567 Est. Cost $72.00 Unrealized +39.1%
XHB SPDR SER TR 0.1%
Value ($000) $325 Shares 3,393 Est. Cost $77.90 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $324 Shares 9,532 Est. Cost $27.87 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $309 Shares 1,927 Est. Cost $125.55 Unrealized +14.0%
QQXT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $291 Shares 3,304 Est. Cost $84.61 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $290 Shares 4,587 Est. Cost $63.12 Unrealized
KBWP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $289 Shares 3,197 Est. Cost $90.51 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $286 Shares 2,981 Est. Cost $82.91 Unrealized +11.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $278 Shares 2,681 Est. Cost $82.68 Unrealized +4.8%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $273 Shares 1,007 Est. Cost $234.40 Unrealized
DWAW ADVISORSHARES TR 0.0%
Value ($000) $263 Shares 7,775 Est. Cost $31.50 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $261 Shares 1,536 Est. Cost $154.41 Unrealized -0.4%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $261 Shares 1,078 Est. Cost $200.67 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $254 Shares 10,737 Est. Cost $18.95 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $251 Shares 953 Est. Cost $184.73 Unrealized +21.0%
DWUS ADVISORSHARES TR 0.0%
Value ($000) $250 Shares 6,250 Est. Cost $40.06 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $247 Shares 4,759 Est. Cost $41.61 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $238 Shares 7,467 Est. Cost $25.00 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $235 Shares 4,658 Est. Cost $42.06 Unrealized +14.1%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $234 Shares 1,226 Est. Cost $171.75 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $230 Shares 6,137 Est. Cost $35.43 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $226 Shares 2,239 Est. Cost $95.72 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $224 Shares 1,431 Est. Cost $148.45 Unrealized -3.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $221 Shares 979 Est. Cost $198.52 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $220 Shares 4,598 Est. Cost $47.90 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $213 Shares 1,609 Est. Cost $175.46 Unrealized -39.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $200 Shares 675 Est. Cost $269.51 Unrealized -4.0%
SNAP ONE HOLDINGS CORP 0.0%
Value ($000) $105 Shares 11,827 Est. Cost $14.71 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $87 Shares 14,349 Est. Cost $7.24 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $71 Shares 13,605 Est. Cost $6.47 Unrealized