Anchor Investment Management, LLC Diversified Active

Location: Columbia, SC

CIK: 0001634149 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value: $783M (100.0% shares, 0.0% debt)

Holdings (961)

MSFT MICROSOFT CORP COM 4.0%
Value $31.54M Shares 92,622 Share Price $340.54 Est. Cost/Share $85.46 Unrealized @ Report Date +291.0%
V VISA INC COM CL A 2.8%
Value $22.03M Shares 92,774 Share Price $237.48 Est. Cost/Share $83.09 Unrealized @ Report Date +180.5%
AAPL APPLE INC COM 2.7%
Value $21.41M Shares 110,367 Share Price $193.97 Est. Cost/Share $99.94 Unrealized @ Report Date +91.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 2.0%
Value $15.81M Shares 301,900 Share Price $52.37 * Est. Cost/Share $14.96 Unrealized @ Report Date +16.7%
QQQ INVESCO QQQ TRUST SERIES I 1.8%
Value $13.76M Shares 37,253 Share Price $369.42 Est. Cost/Share $223.45 Unrealized @ Report Date +65.3%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 1.7%
Value $13.69M Shares 665,712 Share Price $20.57 Est. Cost/Share $20.98 Unrealized @ Report Date
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 1.7%
Value $13.13M Shares 652,371 Share Price $20.13 Est. Cost/Share $20.69 Unrealized @ Report Date
JNJ JOHNSON & JOHNSON COM 1.7%
Value $12.94M Shares 78,174 Share Price $165.52 * Est. Cost/Share $109.69 Unrealized @ Report Date +39.8%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 1.5%
Value $11.61M Shares 612,768 Share Price $18.95 Est. Cost/Share $19.06 Unrealized @ Report Date -0.6%
ABBV ABBVIE INC COM 1.4%
Value $11.26M Shares 83,586 Share Price $134.73 * Est. Cost/Share $66.28 Unrealized @ Report Date +85.5%
GOOG ALPHABET INC CAP STK CL C 1.4%
Value $11.12M Shares 91,937 Share Price $120.97 Est. Cost/Share $108.05 Unrealized @ Report Date +11.1%
XOM EXXON MOBIL CORP COM 1.3%
Value $10.53M Shares 98,206 Share Price $107.25 * Est. Cost/Share $47.21 Unrealized @ Report Date +108.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value $10.24M Shares 30,037 Share Price $341.00 Est. Cost/Share $208.39 Unrealized @ Report Date +63.6%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 1.3%
Value $10.16M Shares 7,918 Share Price $1283.45 Est. Cost/Share $290.90 Unrealized @ Report Date +337.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.2%
Value $9.505M Shares 21,497 Share Price $442.16 * Est. Cost/Share $32.14 Unrealized @ Report Date +72.0%
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value $9.328M Shares 52,039 Share Price $179.25 * Est. Cost/Share $88.98 Unrealized @ Report Date +76.1%
MRK MERCK & CO INC COM 1.1%
Value $8.737M Shares 75,713 Share Price $115.39 * Est. Cost/Share $54.40 Unrealized @ Report Date +96.2%
LOW LOWES COS INC COM 1.1%
Value $8.538M Shares 37,830 Share Price $225.70 * Est. Cost/Share $84.72 Unrealized @ Report Date +153.6%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value $8.42M Shares 70,340 Share Price $119.70 Est. Cost/Share $104.20 Unrealized @ Report Date +14.0%
SCHM SCHWAB U.S. MID-CAP ETF 1.0%
Value $7.763M Shares 109,290 Share Price $71.03 * Est. Cost/Share $19.44 Unrealized @ Report Date +21.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.0%
Value $7.759M Shares 102,557 Share Price $75.66 Est. Cost/Share $79.33 Unrealized @ Report Date -4.6%
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value $7.589M Shares 15,790 Share Price $480.64 * Est. Cost/Share $208.73 Unrealized @ Report Date +119.7%
UNP UNION PAC CORP COM 1.0%
Value $7.505M Shares 36,678 Share Price $204.62 * Est. Cost/Share $82.09 Unrealized @ Report Date +135.5%
FDX FEDEX CORP COM 0.9%
Value $7.324M Shares 29,542 Share Price $247.90 * Est. Cost/Share $162.60 Unrealized @ Report Date +44.5%
KO COCA COLA CO COM 0.9%
Value $6.988M Shares 116,042 Share Price $60.22 * Est. Cost/Share $38.77 Unrealized @ Report Date +44.1%
ADBE ADOBE INC COM 0.9%
Value $6.933M Shares 14,178 Share Price $488.99 Est. Cost/Share $223.77 Unrealized @ Report Date +118.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.9%
Value $6.831M Shares 76,120 Share Price $89.74 * Est. Cost/Share $61.77 Unrealized @ Report Date +31.7%
AMZN AMAZON COM INC COM 0.8%
Value $6.576M Shares 50,445 Share Price $130.36 Est. Cost/Share $121.29 Unrealized @ Report Date +7.5%
PG PROCTER AND GAMBLE CO COM 0.8%
Value $6.55M Shares 43,169 Share Price $151.74 * Est. Cost/Share $90.12 Unrealized @ Report Date +58.1%
LLY ELI LILLY & CO COM 0.8%
Value $6.502M Shares 13,864 Share Price $468.98 Est. Cost/Share $91.35 Unrealized @ Report Date +404.2%
HD HOME DEPOT INC COM 0.8%
Value $6.214M Shares 20,003 Share Price $310.63 * Est. Cost/Share $130.34 Unrealized @ Report Date +124.0%
PFE PFIZER INC COM 0.8%
Value $5.877M Shares 160,224 Share Price $36.68 * Est. Cost/Share $23.97 Unrealized @ Report Date +31.2%
CVX CHEVRON CORP NEW COM 0.7%
Value $5.812M Shares 36,940 Share Price $157.35 * Est. Cost/Share $90.06 Unrealized @ Report Date +56.9%
ABT ABBOTT LABS COM 0.7%
Value $5.655M Shares 51,873 Share Price $109.02 * Est. Cost/Share $43.47 Unrealized @ Report Date +138.8%
WM WASTE MGMT INC DEL COM 0.7%
Value $5.513M Shares 31,787 Share Price $173.42 * Est. Cost/Share $45.95 Unrealized @ Report Date +263.4%
VOO VANGUARD S&P 500 ETF 0.7%
Value $5.389M Shares 13,231 Share Price $407.26 Est. Cost/Share $250.04 Unrealized @ Report Date +62.9%
MDT MEDTRONIC PLC SHS 0.7%
Value $5.362M Shares 60,861 Share Price $88.10 * Est. Cost/Share $74.88 Unrealized @ Report Date +9.2%
SO SOUTHERN CO COM 0.7%
Value $5.359M Shares 76,279 Share Price $70.25 * Est. Cost/Share $42.59 Unrealized @ Report Date +50.9%
META META PLATFORMS INC CL A 0.7%
Value $5.356M Shares 18,662 Share Price $286.98 Est. Cost/Share $211.72 Unrealized @ Report Date +34.6%
DIS DISNEY WALT CO COM 0.7%
Value $5.185M Shares 58,071 Share Price $89.28 * Est. Cost/Share $102.14 Unrealized @ Report Date -14.6%
ENB ENBRIDGE INC COM 0.6%
Value $5.014M Shares 134,960 Share Price $37.15 * Est. Cost/Share $24.70 Unrealized @ Report Date +27.5%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.6%
Value $4.986M Shares 88,313 Share Price $56.46 Est. Cost/Share $58.52 Unrealized @ Report Date -3.5%
CMCSA COMCAST CORP NEW CL A 0.6%
Value $4.885M Shares 117,559 Share Price $41.55 * Est. Cost/Share $32.57 Unrealized @ Report Date +17.7%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value $4.841M Shares 130,172 Share Price $37.19 * Est. Cost/Share $34.43 Unrealized @ Report Date -8.9%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.6%
Value $4.743M Shares 82,160 Share Price $57.73 Est. Cost/Share $60.55 Unrealized @ Report Date -4.7%
ORCL ORACLE CORP COM 0.6%
Value $4.609M Shares 38,701 Share Price $119.09 * Est. Cost/Share $42.36 Unrealized @ Report Date +173.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.6%
Value $4.581M Shares 91,370 Share Price $50.14 Est. Cost/Share $50.17 Unrealized @ Report Date -0.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value $4.513M Shares 8,649 Share Price $521.75 Est. Cost/Share $231.15 Unrealized @ Report Date +124.0%
RSG REPUBLIC SVCS INC COM 0.6%
Value $4.452M Shares 29,063 Share Price $153.17 * Est. Cost/Share $67.56 Unrealized @ Report Date +120.3%
PEP PEPSICO INC COM 0.5%
Value $4.301M Shares 23,221 Share Price $185.22 * Est. Cost/Share $84.55 Unrealized @ Report Date +101.2%
JPM JPMORGAN CHASE & CO COM 0.5%
Value $4.292M Shares 29,513 Share Price $145.44 * Est. Cost/Share $80.19 Unrealized @ Report Date +71.0%
QCOM QUALCOMM INC COM 0.5%
Value $4.157M Shares 34,925 Share Price $119.04 * Est. Cost/Share $85.75 Unrealized @ Report Date +31.4%
PM PHILIP MORRIS INTL INC COM 0.5%
Value $4.117M Shares 42,178 Share Price $97.62 * Est. Cost/Share $71.12 Unrealized @ Report Date +22.8%
INTC INTEL CORP COM 0.5%
Value $4.113M Shares 123,005 Share Price $33.44 Est. Cost/Share $35.48 Unrealized @ Report Date -7.6%
FISV FISERV INC COM 0.5%
Value $4.071M Shares 32,270 Share Price $126.15 Est. Cost/Share $75.27 Unrealized @ Report Date +67.6%
MCD MCDONALDS CORP COM 0.5%
Value $3.823M Shares 12,811 Share Price $298.41 * Est. Cost/Share $213.21 Unrealized @ Report Date +32.0%
VHT VANGUARD HEALTH CARE ETF 0.5%
Value $3.726M Shares 15,219 Share Price $244.82 Est. Cost/Share $178.02 Unrealized @ Report Date +37.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.5%
Value $3.623M Shares 47,943 Share Price $75.56 * Est. Cost/Share $55.31 Unrealized @ Report Date +25.5%
GLW CORNING INC COM 0.5%
Value $3.615M Shares 103,177 Share Price $35.04 * Est. Cost/Share $25.55 Unrealized @ Report Date +28.4%
MCK MCKESSON CORP COM 0.4%
Value $3.483M Shares 8,152 Share Price $427.31 Est. Cost/Share $175.18 Unrealized @ Report Date +141.1%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value $3.464M Shares 13,046 Share Price $265.52 * Est. Cost/Share $228.28 Unrealized @ Report Date +13.8%
MA MASTERCARD INCORPORATED CL A 0.4%
Value $3.43M Shares 8,722 Share Price $393.31 Est. Cost/Share $163.73 Unrealized @ Report Date +136.8%
CAT CATERPILLAR INC COM 0.4%
Value $3.357M Shares 13,642 Share Price $246.05 * Est. Cost/Share $187.17 Unrealized @ Report Date +26.2%
COST COSTCO WHSL CORP NEW COM 0.4%
Value $3.289M Shares 6,110 Share Price $538.35 * Est. Cost/Share $327.30 Unrealized @ Report Date +58.5%
NSC NORFOLK SOUTHN CORP COM 0.4%
Value $3.26M Shares 14,377 Share Price $226.76 * Est. Cost/Share $94.58 Unrealized @ Report Date +126.6%
QQQM INVESCO NASDAQ 100 ETF 0.4%
Value $3.234M Shares 21,282 Share Price $151.98 Est. Cost/Share $117.73 Unrealized @ Report Date +29.1%
SYK STRYKER CORPORATION COM 0.4%
Value $3.231M Shares 10,590 Share Price $305.09 * Est. Cost/Share $113.17 Unrealized @ Report Date +163.2%
CSX CSX CORP COM 0.4%
Value $3.169M Shares 92,931 Share Price $34.10 * Est. Cost/Share $24.12 Unrealized @ Report Date +36.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value $3.128M Shares 14,233 Share Price $219.79 * Est. Cost/Share $96.96 Unrealized @ Report Date +114.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.4%
Value $3.106M Shares 10,968 Share Price $283.20 Est. Cost/Share $213.59 Unrealized @ Report Date +32.6%
WMT WALMART INC COM 0.4%
Value $3.072M Shares 19,544 Share Price $157.18 * Est. Cost/Share $37.35 Unrealized @ Report Date +36.3%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.4%
Value $2.96M Shares 43,859 Share Price $67.50 Est. Cost/Share $70.61 Unrealized @ Report Date -4.4%
VFH VANGUARD FINANCIALS ETF 0.4%
Value $2.909M Shares 35,811 Share Price $81.24 Est. Cost/Share $89.33 Unrealized @ Report Date -9.1%
SCHP SCHWAB US TIPS ETF 0.4%
Value $2.888M Shares 55,076 Share Price $52.43 * Est. Cost/Share $30.50 Unrealized @ Report Date -14.1%
CSCO CISCO SYS INC COM 0.4%
Value $2.871M Shares 55,486 Share Price $51.74 * Est. Cost/Share $26.60 Unrealized @ Report Date +80.0%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value $2.72M Shares 28,835 Share Price $94.33 Est. Cost/Share $69.10 Unrealized @ Report Date +36.5%
SJM SMUCKER J M CO COM NEW 0.3%
Value $2.717M Shares 18,397 Share Price $147.67 * Est. Cost/Share $116.11 Unrealized @ Report Date +15.8%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.3%
Value $2.717M Shares 62,021 Share Price $43.80 * Est. Cost/Share $20.78 Unrealized @ Report Date +5.4%
SON SONOCO PRODS CO COM 0.3%
Value $2.709M Shares 45,892 Share Price $59.02 * Est. Cost/Share $37.64 Unrealized @ Report Date +41.2%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value $2.706M Shares 19,600 Share Price $138.06 * Est. Cost/Share $113.39 Unrealized @ Report Date +10.7%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value $2.691M Shares 36,895 Share Price $72.94 * Est. Cost/Share $34.41 Unrealized @ Report Date +97.7%
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value $2.691M Shares 13,092 Share Price $205.53 Est. Cost/Share $157.46 Unrealized @ Report Date +30.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value $2.661M Shares 2,786 Share Price $955.30 * Est. Cost/Share $21.11 Unrealized @ Report Date +201.7%
EMR EMERSON ELEC CO COM 0.3%
Value $2.652M Shares 29,334 Share Price $90.39 * Est. Cost/Share $78.32 Unrealized @ Report Date +10.1%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.3%
Value $2.65M Shares 84,535 Share Price $31.35 Est. Cost/Share $30.59 Unrealized @ Report Date +2.5%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.3%
Value $2.623M Shares 18,018 Share Price $145.60 * Est. Cost/Share $123.80 Unrealized @ Report Date +15.0%
KELLANOVA COM 0.3%
Value $2.612M Shares 38,758 Share Price $67.40 * Est. Cost/Share $52.68 Unrealized @ Report Date +10.7%
BAC BANK AMERICA CORP COM 0.3%
Value $2.601M Shares 90,665 Share Price $28.69 * Est. Cost/Share $20.17 Unrealized @ Report Date +33.4%
VDE VANGUARD ENERGY ETF 0.3%
Value $2.531M Shares 22,423 Share Price $112.89 Est. Cost/Share $115.52 Unrealized @ Report Date -2.3%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.3%
Value $2.522M Shares 102,396 Share Price $24.63 Est. Cost/Share $27.63 Unrealized @ Report Date -10.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value $2.485M Shares 11,282 Share Price $220.28 Est. Cost/Share $145.33 Unrealized @ Report Date +51.6%
TXN TEXAS INSTRS INC COM 0.3%
Value $2.483M Shares 13,791 Share Price $180.01 * Est. Cost/Share $94.25 Unrealized @ Report Date +77.0%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.3%
Value $2.454M Shares 82,078 Share Price $29.90 Est. Cost/Share $32.49 Unrealized @ Report Date -8.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.3%
Value $2.412M Shares 12,405 Share Price $194.45 Est. Cost/Share $158.38 Unrealized @ Report Date +22.8%
NEE NEXTERA ENERGY INC COM 0.3%
Value $2.389M Shares 32,202 Share Price $74.20 * Est. Cost/Share $58.39 Unrealized @ Report Date +18.0%
UNM UNUM GROUP COM 0.3%
Value $2.357M Shares 49,403 Share Price $47.70 Est. Cost/Share $29.42 Unrealized @ Report Date +62.2%
TFC TRUIST FINL CORP COM 0.3%
Value $2.344M Shares 77,235 Share Price $30.35 * Est. Cost/Share $35.98 Unrealized @ Report Date -26.2%
VO VANGUARD MID-CAP ETF 0.3%
Value $2.344M Shares 10,645 Share Price $220.17 * Est. Cost/Share $37.40 Unrealized @ Report Date +47.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value $2.312M Shares 17,698 Share Price $130.64 Est. Cost/Share $103.01 Unrealized @ Report Date +26.8%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value $2.301M Shares 5,191 Share Price $443.30 Est. Cost/Share $271.29 Unrealized @ Report Date +63.4%
NVDA NVIDIA CORPORATION COM 0.3%
Value $2.245M Shares 5,307 Share Price $423.04 * Est. Cost/Share $23.71 Unrealized @ Report Date +78.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value $2.229M Shares 30,701 Share Price $72.62 * Est. Cost/Share $22.59 Unrealized @ Report Date +7.2%
WALGREENS BOOTS ALLIANCE INC COM 0.3%
Value $2.184M Shares 76,675 Share Price $28.49 Est. Cost/Share $46.87 Unrealized @ Report Date
VAW VANGUARD MATERIALS ETF 0.3%
Value $2.074M Shares 11,399 Share Price $181.97 Est. Cost/Share $183.14 Unrealized @ Report Date -0.6%
D DOMINION ENERGY INC COM 0.3%
Value $2.045M Shares 39,494 Share Price $51.79 * Est. Cost/Share $51.23 Unrealized @ Report Date -10.7%
MMM 3M CO COM 0.3%
Value $2.042M Shares 20,402 Share Price $100.09 * Est. Cost/Share $99.93 Unrealized @ Report Date -22.9%
LABORATORY CORP AMER HLDGS COM NEW 0.3%
Value $2.022M Shares 8,380 Share Price $241.34 Est. Cost/Share $182.23 Unrealized @ Report Date
SPGI S&P GLOBAL INC COM 0.3%
Value $2.009M Shares 5,012 Share Price $400.89 Est. Cost/Share $172.09 Unrealized @ Report Date +128.4%
AMAT APPLIED MATLS INC COM 0.3%
Value $1.995M Shares 13,802 Share Price $144.54 * Est. Cost/Share $60.34 Unrealized @ Report Date +134.3%
NFLX NETFLIX INC COM 0.2%
Value $1.919M Shares 4,356 Share Price $440.49 * Est. Cost/Share $38.03 Unrealized @ Report Date +15.8%
UNILEVER PLC SPON ADR NEW 0.2%
Value $1.888M Shares 36,208 Share Price $52.13 Est. Cost/Share $47.25 Unrealized @ Report Date
TSCO TRACTOR SUPPLY CO COM 0.2%
Value $1.866M Shares 8,440 Share Price $221.10 * Est. Cost/Share $16.75 Unrealized @ Report Date +152.9%
CVS CVS HEALTH CORP COM 0.2%
Value $1.853M Shares 26,805 Share Price $69.13 * Est. Cost/Share $68.42 Unrealized @ Report Date -8.5%
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value $1.805M Shares 3,559 Share Price $507.23 * Est. Cost/Share $138.77 Unrealized @ Report Date +21.8%
DHR DANAHER CORPORATION COM 0.2%
Value $1.766M Shares 7,357 Share Price $240.00 * Est. Cost/Share $78.55 Unrealized @ Report Date +167.4%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $1.758M Shares 3,818 Share Price $460.38 * Est. Cost/Share $272.60 Unrealized @ Report Date +57.7%
ELV ELEVANCE HEALTH INC COM 0.2%
Value $1.755M Shares 3,949 Share Price $444.30 * Est. Cost/Share $313.40 Unrealized @ Report Date +36.4%
RTX RTX CORPORATION COM 0.2%
Value $1.749M Shares 17,855 Share Price $97.96 * Est. Cost/Share $56.75 Unrealized @ Report Date +63.2%
VB VANGUARD SMALL-CAP ETF 0.2%
Value $1.749M Shares 8,793 Share Price $198.89 Est. Cost/Share $148.55 Unrealized @ Report Date +33.9%
TGT TARGET CORP COM 0.2%
Value $1.748M Shares 13,254 Share Price $131.90 * Est. Cost/Share $119.61 Unrealized @ Report Date +0.7%
AZO AUTOZONE INC COM 0.2%
Value $1.695M Shares 680 Share Price $2493.36 Est. Cost/Share $1289.00 Unrealized @ Report Date +93.4%
TSLA TESLA INC COM 0.2%
Value $1.685M Shares 6,438 Share Price $261.77 Est. Cost/Share $222.37 Unrealized @ Report Date +17.7%
GSK GSK PLC SPONSORED ADR 0.2%
Value $1.665M Shares 46,713 Share Price $35.64 Est. Cost/Share $35.33 Unrealized @ Report Date +0.9%
DG DOLLAR GEN CORP NEW COM 0.2%
Value $1.564M Shares 9,209 Share Price $169.78 * Est. Cost/Share $156.69 Unrealized @ Report Date +2.7%
PAYX PAYCHEX INC COM 0.2%
Value $1.538M Shares 13,747 Share Price $111.87 * Est. Cost/Share $50.88 Unrealized @ Report Date +103.8%
AVGO BROADCOM INC COM 0.2%
Value $1.496M Shares 1,725 Share Price $867.54 * Est. Cost/Share $50.67 Unrealized @ Report Date +65.7%
SBUX STARBUCKS CORP COM 0.2%
Value $1.459M Shares 14,727 Share Price $99.06 * Est. Cost/Share $55.92 Unrealized @ Report Date +66.4%
AFL AFLAC INC COM 0.2%
Value $1.446M Shares 20,721 Share Price $69.80 * Est. Cost/Share $30.23 Unrealized @ Report Date +118.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value $1.445M Shares 4,683 Share Price $308.58 * Est. Cost/Share $184.70 Unrealized @ Report Date +60.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value $1.441M Shares 9,129 Share Price $157.83 Est. Cost/Share $131.08 Unrealized @ Report Date +20.4%
AXP AMERICAN EXPRESS CO COM 0.2%
Value $1.428M Shares 8,196 Share Price $174.20 * Est. Cost/Share $77.09 Unrealized @ Report Date +118.8%
SNPS SYNOPSYS INC COM 0.2%
Value $1.409M Shares 3,235 Share Price $435.41 Est. Cost/Share $60.43 Unrealized @ Report Date +620.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value $1.395M Shares 21,819 Share Price $63.95 * Est. Cost/Share $50.91 Unrealized @ Report Date +10.5%
VTV VANGUARD VALUE ETF 0.2%
Value $1.354M Shares 9,530 Share Price $142.09 Est. Cost/Share $138.61 Unrealized @ Report Date +2.5%
SOUTHSTATE CORPORATION COM 0.2%
Value $1.342M Shares 20,393 Share Price $65.80 Est. Cost/Share $75.17 Unrealized @ Report Date
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value $1.34M Shares 3,919 Share Price $341.94 Est. Cost/Share $300.47 Unrealized @ Report Date +13.8%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value $1.339M Shares 496 Share Price $2700.33 Est. Cost/Share $1534.61 Unrealized @ Report Date +73.1%
HUM HUMANA INC COM 0.2%
Value $1.336M Shares 2,988 Share Price $447.13 * Est. Cost/Share $212.09 Unrealized @ Report Date +104.8%
KMI KINDER MORGAN INC DEL COM 0.2%
Value $1.29M Shares 74,893 Share Price $17.22 * Est. Cost/Share $12.04 Unrealized @ Report Date +25.1%
FTNT FORTINET INC COM 0.2%
Value $1.247M Shares 16,495 Share Price $75.59 Est. Cost/Share $50.46 Unrealized @ Report Date +49.8%
AMGN AMGEN INC COM 0.2%
Value $1.212M Shares 5,457 Share Price $222.03 * Est. Cost/Share $146.48 Unrealized @ Report Date +40.2%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.2%
Value $1.182M Shares 18,709 Share Price $63.20 Est. Cost/Share $62.26 Unrealized @ Report Date +1.5%
BA BOEING CO COM 0.2%
Value $1.177M Shares 5,574 Share Price $211.16 Est. Cost/Share $143.63 Unrealized @ Report Date +47.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $1.14M Shares 13,640 Share Price $83.56 Est. Cost/Share $90.65 Unrealized @ Report Date -7.8%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value $1.132M Shares 3,509 Share Price $322.54 * Est. Cost/Share $219.79 Unrealized @ Report Date +38.1%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $1.132M Shares 4,524 Share Price $250.16 * Est. Cost/Share $102.48 Unrealized @ Report Date +130.1%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value $1.105M Shares 19,488 Share Price $56.68 * Est. Cost/Share $67.85 Unrealized @ Report Date -19.4%
GD GENERAL DYNAMICS CORP COM 0.1%
Value $1.101M Shares 5,118 Share Price $215.13 * Est. Cost/Share $138.04 Unrealized @ Report Date +47.9%
NVO NOVO-NORDISK A S ADR 0.1%
Value $1.086M Shares 6,712 Share Price $161.83 Est. Cost/Share $49.25 Unrealized @ Report Date +228.6%
MCO MOODYS CORP COM 0.1%
Value $1.085M Shares 3,120 Share Price $347.72 Est. Cost/Share $105.16 Unrealized @ Report Date +224.1%
SOURCE CAP INC COM 0.1%
Value $1.07M Shares 27,916 Share Price $38.32 Est. Cost/Share $43.75 Unrealized @ Report Date
INTU INTUIT COM 0.1%
Value $1.068M Shares 2,330 Share Price $458.21 Est. Cost/Share $352.91 Unrealized @ Report Date +27.8%
CFR CULLEN FROST BANKERS INC COM 0.1%
Value $1.065M Shares 9,904 Share Price $107.53 * Est. Cost/Share $73.48 Unrealized @ Report Date +34.8%
CL COLGATE PALMOLIVE CO COM 0.1%
Value $1.056M Shares 13,710 Share Price $77.04 * Est. Cost/Share $54.27 Unrealized @ Report Date +33.9%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value $1.054M Shares 23,681 Share Price $44.52 * Est. Cost/Share $29.84 Unrealized @ Report Date +39.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value $1.052M Shares 9,307 Share Price $113.08 * Est. Cost/Share $87.36 Unrealized @ Report Date +25.5%
COP CONOCOPHILLIPS COM 0.1%
Value $1.035M Shares 9,985 Share Price $103.61 * Est. Cost/Share $47.63 Unrealized @ Report Date +101.6%
CPK CHESAPEAKE UTILS CORP COM 0.1%
Value $1.029M Shares 8,647 Share Price $119.01 * Est. Cost/Share $104.73 Unrealized @ Report Date +7.6%
PYPL PAYPAL HLDGS INC COM 0.1%
Value $1.028M Shares 15,405 Share Price $66.73 Est. Cost/Share $153.34 Unrealized @ Report Date -56.6%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value $1.011M Shares 30,159 Share Price $33.51 * Est. Cost/Share $19.14 Unrealized @ Report Date +62.6%
CPRT COPART INC COM 0.1%
Value $1.011M Shares 11,080 Share Price $91.21 * Est. Cost/Share $21.51 Unrealized @ Report Date +112.0%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.1%
Value $1.01M Shares 48,602 Share Price $20.78 Est. Cost/Share $21.64 Unrealized @ Report Date
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $963K Shares 27,014 Share Price $35.65 * Est. Cost/Share $16.52 Unrealized @ Report Date +7.9%
ATO ATMOS ENERGY CORP COM 0.1%
Value $962K Shares 8,266 Share Price $116.34 * Est. Cost/Share $55.25 Unrealized @ Report Date +97.9%
NOW SERVICENOW INC COM 0.1%
Value $942K Shares 1,676 Share Price $561.97 * Est. Cost/Share $95.57 Unrealized @ Report Date +17.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $934K Shares 6,977 Share Price $133.80 * Est. Cost/Share $90.91 Unrealized @ Report Date +35.4%
CI THE CIGNA GROUP COM 0.1%
Value $925K Shares 3,295 Share Price $280.60 * Est. Cost/Share $194.69 Unrealized @ Report Date +37.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value $921K Shares 9,130 Share Price $100.92 Est. Cost/Share $44.57 Unrealized @ Report Date +126.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value $909K Shares 34,490 Share Price $26.35 Est. Cost/Share $23.56 Unrealized @ Report Date
XBI SPDR S&P BIOTECH ETF 0.1%
Value $907K Shares 10,903 Share Price $83.20 Est. Cost/Share $107.69 Unrealized @ Report Date -22.7%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value $897K Shares 7,140 Share Price $125.62 Est. Cost/Share $119.80 Unrealized @ Report Date +4.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $891K Shares 3,409 Share Price $261.48 * Est. Cost/Share $42.91 Unrealized @ Report Date +21.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value $890K Shares 16,355 Share Price $54.41 Est. Cost/Share $55.06 Unrealized @ Report Date -1.2%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value $877K Shares 12,330 Share Price $71.17 Est. Cost/Share $60.34 Unrealized @ Report Date +18.0%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value $816K Shares 7,431 Share Price $109.85 * Est. Cost/Share $118.17 Unrealized @ Report Date -26.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $803K Shares 63,230 Share Price $12.70 Est. Cost/Share $12.31 Unrealized @ Report Date
MKTX MARKETAXESS HLDGS INC COM 0.1%
Value $798K Shares 3,052 Share Price $261.43 * Est. Cost/Share $386.41 Unrealized @ Report Date -34.9%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value $796K Shares 7,884 Share Price $100.91 Est. Cost/Share $69.42 Unrealized @ Report Date +45.4%
T AT&T INC COM 0.1%
Value $782K Shares 49,030 Share Price $15.95 * Est. Cost/Share $15.05 Unrealized @ Report Date -7.9%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value $777K Shares 7,785 Share Price $99.76 Est. Cost/Share $101.14 Unrealized @ Report Date -1.4%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $752K Shares 9,419 Share Price $79.79 Est. Cost/Share $66.33 Unrealized @ Report Date +20.3%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value $747K Shares 6,670 Share Price $112.02 * Est. Cost/Share $87.21 Unrealized @ Report Date +14.1%
FOXA FOX CORP CL A COM 0.1%
Value $742K Shares 21,813 Share Price $34.00 * Est. Cost/Share $34.33 Unrealized @ Report Date -4.2%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value $741K Shares 1,031 Share Price $718.54 Est. Cost/Share $611.81 Unrealized @ Report Date +16.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $729K Shares 6,873 Share Price $106.07 Est. Cost/Share $92.31 Unrealized @ Report Date +14.9%
BAX BAXTER INTL INC COM 0.1%
Value $728K Shares 15,980 Share Price $45.56 * Est. Cost/Share $44.19 Unrealized @ Report Date -3.0%
LKQ LKQ CORP COM 0.1%
Value $727K Shares 12,470 Share Price $58.27 * Est. Cost/Share $30.30 Unrealized @ Report Date +78.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value $717K Shares 10,985 Share Price $65.28 * Est. Cost/Share $59.15 Unrealized @ Report Date +6.0%
TE CONNECTIVITY LTD SHS 0.1%
Value $716K Shares 5,111 Share Price $140.16 Est. Cost/Share $89.69 Unrealized @ Report Date
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.1%
Value $706K Shares 13,627 Share Price $51.84 Est. Cost/Share $53.75 Unrealized @ Report Date -3.6%
APD AIR PRODS & CHEMS INC COM 0.1%
Value $705K Shares 2,354 Share Price $299.58 * Est. Cost/Share $156.09 Unrealized @ Report Date +79.8%
L LOEWS CORP COM 0.1%
Value $699K Shares 11,775 Share Price $59.38 Est. Cost/Share $36.13 Unrealized @ Report Date +63.1%
ECL ECOLAB INC COM 0.1%
Value $698K Shares 3,739 Share Price $186.69 * Est. Cost/Share $103.53 Unrealized @ Report Date +75.7%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $692K Shares 6,868 Share Price $100.79 * Est. Cost/Share $19.15 Unrealized @ Report Date +5.3%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value $673K Shares 1,779 Share Price $378.50 Est. Cost/Share $358.73 Unrealized @ Report Date +5.5%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value $670K Shares 7,887 Share Price $84.99 Est. Cost/Share $56.33 Unrealized @ Report Date +50.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value $666K Shares 15,616 Share Price $42.68 * Est. Cost/Share $38.76 Unrealized @ Report Date +3.3%
NKE NIKE INC CL B 0.1%
Value $665K Shares 6,025 Share Price $110.38 * Est. Cost/Share $94.39 Unrealized @ Report Date +11.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $655K Shares 4,375 Share Price $149.64 Est. Cost/Share $128.69 Unrealized @ Report Date +16.3%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value $653K Shares 8,207 Share Price $79.59 * Est. Cost/Share $99.60 Unrealized @ Report Date -24.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value $651K Shares 3,933 Share Price $165.42 Est. Cost/Share $157.95 Unrealized @ Report Date +4.7%
ALL ALLSTATE CORP COM 0.1%
Value $643K Shares 5,899 Share Price $109.04 * Est. Cost/Share $76.14 Unrealized @ Report Date +35.5%
HOLX HOLOGIC INC COM 0.1%
Value $636K Shares 7,857 Share Price $80.97 Est. Cost/Share $58.18 Unrealized @ Report Date +40.5%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value $634K Shares 19,108 Share Price $33.20 Est. Cost/Share $42.58 Unrealized @ Report Date -22.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value $632K Shares 4,978 Share Price $126.96 Est. Cost/Share $147.76 Unrealized @ Report Date -14.1%
LPLA LPL FINL HLDGS INC COM 0.1%
Value $616K Shares 2,834 Share Price $217.43 Est. Cost/Share $200.25 Unrealized @ Report Date +8.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value $612K Shares 845 Share Price $724.75 Est. Cost/Share $629.78 Unrealized @ Report Date +15.1%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value $602K Shares 2,447 Share Price $246.13 * Est. Cost/Share $185.85 Unrealized @ Report Date +26.2%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $601K Shares 1,318 Share Price $455.80 * Est. Cost/Share $224.16 Unrealized @ Report Date +94.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $598K Shares 2,173 Share Price $275.18 * Est. Cost/Share $42.35 Unrealized @ Report Date +62.5%
CTAS CINTAS CORP COM 0.1%
Value $590K Shares 1,186 Share Price $497.05 * Est. Cost/Share $22.28 Unrealized @ Report Date +445.8%
TJX TJX COS INC NEW COM 0.1%
Value $577K Shares 6,805 Share Price $84.79 * Est. Cost/Share $76.14 Unrealized @ Report Date +7.7%
EQH EQUITABLE HLDGS INC COM 0.1%
Value $572K Shares 21,045 Share Price $27.16 * Est. Cost/Share $27.30 Unrealized @ Report Date -6.3%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.1%
Value $567K Shares 62,969 Share Price $9.00 Est. Cost/Share $10.53 Unrealized @ Report Date
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value $560K Shares 5,060 Share Price $110.69 * Est. Cost/Share $79.25 Unrealized @ Report Date +28.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value $560K Shares 4,151 Share Price $134.87 Est. Cost/Share $135.21 Unrealized @ Report Date -0.3%
DLTR DOLLAR TREE INC COM 0.1%
Value $558K Shares 3,886 Share Price $143.50 Est. Cost/Share $93.01 Unrealized @ Report Date +54.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $555K Shares 2,837 Share Price $195.76 * Est. Cost/Share $125.30 Unrealized @ Report Date +48.4%
MS MORGAN STANLEY COM NEW 0.1%
Value $552K Shares 6,467 Share Price $85.40 * Est. Cost/Share $68.94 Unrealized @ Report Date +13.8%
DE DEERE & CO COM 0.1%
Value $551K Shares 1,359 Share Price $405.19 * Est. Cost/Share $192.21 Unrealized @ Report Date +103.4%
FCCO FIRST CMNTY CORP S C COM 0.1%
Value $550K Shares 31,695 Share Price $17.36 * Est. Cost/Share $11.81 Unrealized @ Report Date +36.5%
GPN GLOBAL PMTS INC COM 0.1%
Value $549K Shares 5,569 Share Price $98.52 * Est. Cost/Share $134.62 Unrealized @ Report Date -28.6%
TSN TYSON FOODS INC CL A 0.1%
Value $538K Shares 10,550 Share Price $51.04 * Est. Cost/Share $55.39 Unrealized @ Report Date -15.6%
CRM SALESFORCE INC COM 0.1%
Value $534K Shares 2,528 Share Price $211.26 Est. Cost/Share $198.09 Unrealized @ Report Date +5.4%
PHM PULTE GROUP INC COM 0.1%
Value $532K Shares 6,851 Share Price $77.68 Est. Cost/Share $24.12 Unrealized @ Report Date +216.1%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value $520K Shares 6,878 Share Price $75.57 Est. Cost/Share $79.80 Unrealized @ Report Date -5.3%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value $516K Shares 4,531 Share Price $113.91 Est. Cost/Share $101.37 Unrealized @ Report Date +12.4%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value $515K Shares 3,609 Share Price $142.73 * Est. Cost/Share $77.59 Unrealized @ Report Date +73.7%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $513K Shares 7,081 Share Price $72.50 Est. Cost/Share $56.26 Unrealized @ Report Date +28.9%
MSCI MSCI INC COM 0.1%
Value $508K Shares 1,083 Share Price $469.42 * Est. Cost/Share $467.18 Unrealized @ Report Date -2.5%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value $504K Shares 7,900 Share Price $63.84 Est. Cost/Share $74.19 Unrealized @ Report Date -14.0%
DOV DOVER CORP COM 0.1%
Value $503K Shares 3,405 Share Price $147.65 * Est. Cost/Share $69.58 Unrealized @ Report Date +106.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value $499K Shares 5,111 Share Price $97.64 Est. Cost/Share $110.20 Unrealized @ Report Date -11.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value $496K Shares 232 Share Price $2139.00 * Est. Cost/Share $28.79 Unrealized @ Report Date +48.6%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $475K Shares 5,644 Share Price $84.20 * Est. Cost/Share $59.65 Unrealized @ Report Date +28.3%
ENTG ENTEGRIS INC COM 0.1%
Value $474K Shares 4,281 Share Price $110.82 Est. Cost/Share $56.95 Unrealized @ Report Date +92.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value $472K Shares 14,001 Share Price $33.71 Est. Cost/Share $31.57 Unrealized @ Report Date +6.8%
LIN LINDE PLC SHS 0.1%
Value $468K Shares 1,229 Share Price $381.08 * Est. Cost/Share $314.79 Unrealized @ Report Date +17.3%
VUG VANGUARD GROWTH ETF 0.1%
Value $462K Shares 1,632 Share Price $282.91 * Est. Cost/Share $25.65 Unrealized @ Report Date +83.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value $457K Shares 1,298 Share Price $351.91 Est. Cost/Share $319.69 Unrealized @ Report Date +10.1%
AMLP ALERIAN MLP ETF 0.1%
Value $455K Shares 11,603 Share Price $39.21 Est. Cost/Share $50.86 Unrealized @ Report Date -22.9%
COR CENCORA INC COM 0.1%
Value $453K Shares 2,355 Share Price $192.43 * Est. Cost/Share $65.97 Unrealized @ Report Date +185.4%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value $452K Shares 3,730 Share Price $121.13 * Est. Cost/Share $63.91 Unrealized @ Report Date +83.9%
GLD SPDR GOLD SHARES 0.1%
Value $442K Shares 2,481 Share Price $178.27 Est. Cost/Share $166.70 Unrealized @ Report Date +6.9%
NUE NUCOR CORP COM 0.1%
Value $441K Shares 2,687 Share Price $163.98 * Est. Cost/Share $50.21 Unrealized @ Report Date +214.7%
BLACKROCK INC COM 0.1%
Value $440K Shares 636 Share Price $691.14 Est. Cost/Share $560.06 Unrealized @ Report Date
GBDC GOLUB CAP BDC INC COM 0.1%
Value $434K Shares 32,125 Share Price $13.50 * Est. Cost/Share $8.82 Unrealized @ Report Date +14.9%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value $431K Shares 13,250 Share Price $32.54 Est. Cost/Share $28.62 Unrealized @ Report Date +13.7%
MU MICRON TECHNOLOGY INC COM 0.1%
Value $428K Shares 6,785 Share Price $63.11 Est. Cost/Share $68.59 Unrealized @ Report Date -9.1%
TIP ISHARES TIPS BOND ETF 0.1%
Value $428K Shares 3,974 Share Price $107.62 Est. Cost/Share $111.56 Unrealized @ Report Date -3.5%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value $426K Shares 8,231 Share Price $51.70 * Est. Cost/Share $15.12 Unrealized @ Report Date +14.0%
FLEETCOR TECHNOLOGIES INC COM 0.1%
Value $421K Shares 1,675 Share Price $251.08 Est. Cost/Share $231.96 Unrealized @ Report Date
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value $420K Shares 5,314 Share Price $79.04 Est. Cost/Share $88.93 Unrealized @ Report Date -11.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $416K Shares 9,007 Share Price $46.18 Est. Cost/Share $41.71 Unrealized @ Report Date +10.7%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value $414K Shares 2,475 Share Price $167.45 Est. Cost/Share $118.28 Unrealized @ Report Date +41.6%
MO ALTRIA GROUP INC COM 0.1%
Value $413K Shares 9,117 Share Price $45.30 * Est. Cost/Share $31.67 Unrealized @ Report Date +17.4%
ROST ROSS STORES INC COM 0.1%
Value $408K Shares 3,642 Share Price $112.13 * Est. Cost/Share $101.41 Unrealized @ Report Date +7.7%
GDX VANECK GOLD MINERS ETF 0.1%
Value $405K Shares 13,465 Share Price $30.11 Est. Cost/Share $27.49 Unrealized @ Report Date +9.5%
DHI D R HORTON INC COM 0.1%
Value $405K Shares 3,326 Share Price $121.71 * Est. Cost/Share $50.80 Unrealized @ Report Date +133.8%
SHEL SHELL PLC SPON ADS 0.1%
Value $399K Shares 6,608 Share Price $60.38 Est. Cost/Share $50.81 Unrealized @ Report Date +18.8%
ADI ANALOG DEVICES INC COM 0.1%
Value $396K Shares 2,035 Share Price $194.81 * Est. Cost/Share $141.25 Unrealized @ Report Date +32.2%
VPU VANGUARD UTILITIES ETF 0.1%
Value $394K Shares 2,773 Share Price $142.17 Est. Cost/Share $139.55 Unrealized @ Report Date +1.9%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $389K Shares 13,350 Share Price $29.15 * Est. Cost/Share $18.52 Unrealized @ Report Date +47.3%
CCAP CRESCENT CAP BDC INC COM 0.0%
Value $382K Shares 25,220 Share Price $15.14 * Est. Cost/Share $10.25 Unrealized @ Report Date +10.6%
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value $375K Shares 3,519 Share Price $106.64 Est. Cost/Share $81.20 Unrealized @ Report Date
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $370K Shares 7,175 Share Price $51.53 Est. Cost/Share $48.02 Unrealized @ Report Date +7.3%
MET METLIFE INC COM 0.0%
Value $360K Shares 6,367 Share Price $56.53 * Est. Cost/Share $28.24 Unrealized @ Report Date +85.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $360K Shares 6,412 Share Price $56.08 Est. Cost/Share $58.15 Unrealized @ Report Date -3.6%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value $358K Shares 4,756 Share Price $75.23 Est. Cost/Share $85.68 Unrealized @ Report Date -12.2%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $358K Shares 162,500 Share Price $2.20 Est. Cost/Share $2.52 Unrealized @ Report Date -12.5%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $355K Shares 10,543 Share Price $33.65 * Est. Cost/Share $15.09 Unrealized @ Report Date +46.1%
EOG EOG RES INC COM 0.0%
Value $354K Shares 3,096 Share Price $114.46 * Est. Cost/Share $104.00 Unrealized @ Report Date +0.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $337K Shares 1,535 Share Price $219.57 * Est. Cost/Share $104.18 Unrealized @ Report Date +106.1%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $328K Shares 1,596 Share Price $205.77 Est. Cost/Share $198.31 Unrealized @ Report Date +3.8%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $325K Shares 7,934 Share Price $40.92 Est. Cost/Share $28.47 Unrealized @ Report Date +43.8%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $324K Shares 7,500 Share Price $43.22 * Est. Cost/Share $38.84 Unrealized @ Report Date +19.5%
RVTY REVVITY INC COM 0.0%
Value $324K Shares 2,725 Share Price $118.79 Est. Cost/Share $137.25 Unrealized @ Report Date -14.0%
CTVA CORTEVA INC COM 0.0%
Value $323K Shares 5,640 Share Price $57.30 * Est. Cost/Share $25.70 Unrealized @ Report Date +116.7%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $317K Shares 2,870 Share Price $110.50 Est. Cost/Share $119.51 Unrealized @ Report Date -7.6%
BDX BECTON DICKINSON & CO COM 0.0%
Value $314K Shares 1,191 Share Price $264.01 * Est. Cost/Share $178.75 Unrealized @ Report Date +41.1%
CB CHUBB LIMITED COM 0.0%
Value $307K Shares 1,594 Share Price $192.56 * Est. Cost/Share $174.20 Unrealized @ Report Date +7.5%
BX BLACKSTONE INC COM 0.0%
Value $297K Shares 3,195 Share Price $92.97 * Est. Cost/Share $36.70 Unrealized @ Report Date +135.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $295K Shares 1,814 Share Price $162.43 Est. Cost/Share $93.66 Unrealized @ Report Date +73.4%
KR KROGER CO COM 0.0%
Value $294K Shares 6,250 Share Price $47.00 * Est. Cost/Share $28.59 Unrealized @ Report Date +55.5%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value $290K Shares 6,663 Share Price $43.56 Est. Cost/Share $28.04 Unrealized @ Report Date
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 0.0%
Value $289K Shares 4,600 Share Price $62.78 Est. Cost/Share $42.12 Unrealized @ Report Date +49.0%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $286K Shares 9,700 Share Price $29.44 Est. Cost/Share $31.06 Unrealized @ Report Date -5.2%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value $285K Shares 2,580 Share Price $110.45 Est. Cost/Share $110.72 Unrealized @ Report Date -0.2%
SLV ISHARES SILVER TRUST 0.0%
Value $280K Shares 13,419 Share Price $20.89 Est. Cost/Share $20.31 Unrealized @ Report Date +2.8%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value $279K Shares 12,000 Share Price $23.24 Est. Cost/Share $25.95 Unrealized @ Report Date -10.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $276K Shares 1,203 Share Price $229.66 Est. Cost/Share $224.65 Unrealized @ Report Date +2.3%
MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 0.0%
Value $275K Shares 8,655 Share Price $31.73 Est. Cost/Share $34.18 Unrealized @ Report Date -7.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $273K Shares 1,650 Share Price $165.63 * Est. Cost/Share $125.56 Unrealized @ Report Date +26.7%
TAN INVESCO SOLAR ETF 0.0%
Value $273K Shares 3,825 Share Price $71.42 Est. Cost/Share $21.97 Unrealized @ Report Date +225.1%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $273K Shares 4,960 Share Price $54.98 Est. Cost/Share $54.54 Unrealized @ Report Date +0.8%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value $272K Shares 4,370 Share Price $62.32 Est. Cost/Share $61.76 Unrealized @ Report Date
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $271K Shares 5,455 Share Price $49.71 * Est. Cost/Share $17.13 Unrealized @ Report Date +181.8%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value $268K Shares 12,673 Share Price $21.17 Est. Cost/Share $21.14 Unrealized @ Report Date
DOW DOW INC COM 0.0%
Value $267K Shares 5,007 Share Price $53.26 * Est. Cost/Share $37.17 Unrealized @ Report Date +23.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $264K Shares 6,486 Share Price $40.68 Est. Cost/Share $34.88 Unrealized @ Report Date +16.6%
BIZD VANECK BDC INCOME ETF 0.0%
Value $264K Shares 17,174 Share Price $15.36 Est. Cost/Share $16.85 Unrealized @ Report Date -8.8%
ZTS ZOETIS INC CL A 0.0%
Value $263K Shares 1,529 Share Price $172.21 * Est. Cost/Share $127.11 Unrealized @ Report Date +31.8%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $259K Shares 2,875 Share Price $90.04 Est. Cost/Share $22.93 Unrealized @ Report Date +292.7%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $257K Shares 3,279 Share Price $78.26 Est. Cost/Share $72.54 Unrealized @ Report Date +7.9%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value $256K Shares 15,200 Share Price $16.86 * Est. Cost/Share $12.98 Unrealized @ Report Date -33.1%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $253K Shares 6,342 Share Price $39.91 Est. Cost/Share $36.96 Unrealized @ Report Date +8.0%
DVA DAVITA INC COM 0.0%
Value $251K Shares 2,500 Share Price $100.47 * Est. Cost/Share $64.65 Unrealized @ Report Date +43.5%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $245K Shares 2,254 Share Price $108.87 Est. Cost/Share $77.63 Unrealized @ Report Date +40.2%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $242K Shares 1,394 Share Price $173.48 Est. Cost/Share $141.07 Unrealized @ Report Date +23.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $239K Shares 1,375 Share Price $173.66 * Est. Cost/Share $101.34 Unrealized @ Report Date +63.7%
SYY SYSCO CORP COM 0.0%
Value $236K Shares 3,175 Share Price $74.20 * Est. Cost/Share $44.47 Unrealized @ Report Date +54.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $233K Shares 2,615 Share Price $89.01 * Est. Cost/Share $47.48 Unrealized @ Report Date +79.8%
ALLY ALLY FINL INC COM 0.0%
Value $232K Shares 8,582 Share Price $27.01 * Est. Cost/Share $16.34 Unrealized @ Report Date +50.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $232K Shares 2,437 Share Price $95.09 Est. Cost/Share $96.14 Unrealized @ Report Date -1.1%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $230K Shares 978 Share Price $235.32 * Est. Cost/Share $36.24 Unrealized @ Report Date +29.9%
VNT VONTIER CORPORATION COM 0.0%
Value $228K Shares 7,075 Share Price $32.21 Est. Cost/Share $31.20 Unrealized @ Report Date +3.2%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value $227K Shares 5,961 Share Price $38.09 Est. Cost/Share $38.06 Unrealized @ Report Date +0.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $225K Shares 2,776 Share Price $81.17 * Est. Cost/Share $25.23 Unrealized @ Report Date +60.9%
OC OWENS CORNING NEW COM 0.0%
Value $225K Shares 1,725 Share Price $130.50 Est. Cost/Share $64.35 Unrealized @ Report Date +102.8%
URI UNITED RENTALS INC COM 0.0%
Value $225K Shares 505 Share Price $445.37 * Est. Cost/Share $191.86 Unrealized @ Report Date +126.5%
CCK CROWN HLDGS INC COM 0.0%
Value $221K Shares 2,540 Share Price $86.87 * Est. Cost/Share $65.97 Unrealized @ Report Date +28.0%
F FORD MTR CO DEL COM 0.0%
Value $220K Shares 14,555 Share Price $15.13 * Est. Cost/Share $7.23 Unrealized @ Report Date +77.2%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value $220K Shares 6,025 Share Price $36.50 Est. Cost/Share $39.18 Unrealized @ Report Date
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value $219K Shares 4,500 Share Price $48.77 * Est. Cost/Share $29.07 Unrealized @ Report Date +48.1%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $217K Shares 3,454 Share Price $62.81 Est. Cost/Share $54.39 Unrealized @ Report Date +15.5%
HEI HEICO CORP NEW COM 0.0%
Value $216K Shares 1,219 Share Price $176.94 Est. Cost/Share $70.27 Unrealized @ Report Date +151.8%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $214K Shares 8,072 Share Price $26.57 Est. Cost/Share $24.26 Unrealized @ Report Date +9.5%
CAH CARDINAL HEALTH INC COM 0.0%
Value $212K Shares 2,246 Share Price $94.57 * Est. Cost/Share $62.58 Unrealized @ Report Date +44.9%
BRO BROWN & BROWN INC COM 0.0%
Value $212K Shares 3,080 Share Price $68.84 Est. Cost/Share $20.49 Unrealized @ Report Date +230.7%
FORWARD AIR CORP COM 0.0%
Value $212K Shares 1,995 Share Price $106.11 Est. Cost/Share $65.93 Unrealized @ Report Date
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $211K Shares 2,600 Share Price $81.09 Est. Cost/Share $85.78 Unrealized @ Report Date -5.5%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value $211K Shares 7,175 Share Price $29.37 * Est. Cost/Share $22.62 Unrealized @ Report Date -0.1%
ETN EATON CORP PLC SHS 0.0%
Value $209K Shares 1,040 Share Price $201.10 * Est. Cost/Share $95.38 Unrealized @ Report Date +104.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $208K Shares 1,835 Share Price $113.32 Est. Cost/Share $92.81 Unrealized @ Report Date +22.1%
PSX PHILLIPS 66 COM 0.0%
Value $208K Shares 2,178 Share Price $95.38 * Est. Cost/Share $56.15 Unrealized @ Report Date +55.6%
EBAY EBAY INC. COM 0.0%
Value $204K Shares 4,575 Share Price $44.69 * Est. Cost/Share $23.93 Unrealized @ Report Date +78.4%
FAST FASTENAL CO COM 0.0%
Value $204K Shares 3,450 Share Price $58.99 * Est. Cost/Share $22.57 Unrealized @ Report Date +22.9%
CSW CSW INDUSTRIALS INC COM 0.0%
Value $203K Shares 1,220 Share Price $166.19 Est. Cost/Share $104.91 Unrealized @ Report Date +56.8%
IQV IQVIA HLDGS INC COM 0.0%
Value $202K Shares 900 Share Price $224.77 Est. Cost/Share $212.09 Unrealized @ Report Date +6.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $199K Shares 431 Share Price $461.69 Est. Cost/Share $163.41 Unrealized @ Report Date +178.5%
ED CONSOLIDATED EDISON INC COM 0.0%
Value $199K Shares 2,200 Share Price $90.40 * Est. Cost/Share $63.62 Unrealized @ Report Date +30.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $199K Shares 2,446 Share Price $81.24 Est. Cost/Share $71.08 Unrealized @ Report Date +13.8%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value $197K Shares 3,055 Share Price $64.43 * Est. Cost/Share $34.04 Unrealized @ Report Date +75.8%
INCY INCYTE CORP COM 0.0%
Value $196K Shares 3,150 Share Price $62.25 * Est. Cost/Share $75.99 Unrealized @ Report Date -12.0%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value $196K Shares 5,905 Share Price $33.15 Est. Cost/Share $32.97 Unrealized @ Report Date +0.6%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $194K Shares 4,500 Share Price $43.17 Est. Cost/Share $37.17 Unrealized @ Report Date +16.1%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $194K Shares 5,000 Share Price $38.84 Est. Cost/Share $28.99 Unrealized @ Report Date +34.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $193K Shares 995 Share Price $193.88 * Est. Cost/Share $201.41 Unrealized @ Report Date -11.6%
VMC VULCAN MATLS CO COM 0.0%
Value $192K Shares 851 Share Price $225.44 Est. Cost/Share $101.29 Unrealized @ Report Date +118.5%
MDU MDU RES GROUP INC COM 0.0%
Value $188K Shares 9,000 Share Price $20.94 * Est. Cost/Share $10.06 Unrealized @ Report Date +7.9%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $187K Shares 1,987 Share Price $94.30 Est. Cost/Share $90.56 Unrealized @ Report Date +4.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $187K Shares 2,773 Share Price $67.50 Est. Cost/Share $67.75 Unrealized @ Report Date -0.4%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value $186K Shares 2,907 Share Price $64.03 Est. Cost/Share $36.69 Unrealized @ Report Date +72.0%
CMI CUMMINS INC COM 0.0%
Value $181K Shares 740 Share Price $245.16 * Est. Cost/Share $131.58 Unrealized @ Report Date +75.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $181K Shares 2,532 Share Price $71.44 * Est. Cost/Share $31.97 Unrealized @ Report Date -11.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $179K Shares 3,113 Share Price $57.44 Est. Cost/Share $44.83 Unrealized @ Report Date +28.1%
LAM RESEARCH CORP COM 0.0%
Value $178K Shares 277 Share Price $642.86 Est. Cost/Share $533.74 Unrealized @ Report Date
VLO VALERO ENERGY CORP COM 0.0%
Value $178K Shares 1,518 Share Price $117.30 * Est. Cost/Share $63.35 Unrealized @ Report Date +71.7%
CACI CACI INTL INC CL A 0.0%
Value $177K Shares 520 Share Price $340.84 Est. Cost/Share $242.63 Unrealized @ Report Date +40.5%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $174K Shares 2,317 Share Price $74.95 * Est. Cost/Share $14.93 Unrealized @ Report Date +25.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $172K Shares 10,250 Share Price $16.80 * Est. Cost/Share $6.64 Unrealized @ Report Date +136.4%
C CITIGROUP INC COM NEW 0.0%
Value $172K Shares 3,734 Share Price $46.04 * Est. Cost/Share $45.20 Unrealized @ Report Date -6.8%
HSY HERSHEY CO COM 0.0%
Value $172K Shares 688 Share Price $249.70 * Est. Cost/Share $146.32 Unrealized @ Report Date +58.7%
YUM YUM BRANDS INC COM 0.0%
Value $171K Shares 1,237 Share Price $138.55 * Est. Cost/Share $45.84 Unrealized @ Report Date +188.0%
FNV FRANCO NEV CORP COM 0.0%
Value $171K Shares 1,200 Share Price $142.60 * Est. Cost/Share $133.25 Unrealized @ Report Date +9.9%
SYNOVUS FINL CORP COM NEW 0.0%
Value $169K Shares 5,592 Share Price $30.25 Est. Cost/Share $33.66 Unrealized @ Report Date
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $169K Shares 1,149 Share Price $146.87 Est. Cost/Share $77.03 Unrealized @ Report Date +90.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $168K Shares 2,508 Share Price $67.10 * Est. Cost/Share $18.99 Unrealized @ Report Date +17.8%
EMN EASTMAN CHEM CO COM 0.0%
Value $164K Shares 1,956 Share Price $83.72 * Est. Cost/Share $65.17 Unrealized @ Report Date +16.5%
RGLD ROYAL GOLD INC COM 0.0%
Value $164K Shares 1,425 Share Price $114.78 * Est. Cost/Share $104.76 Unrealized @ Report Date +22.8%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $163K Shares 1,492 Share Price $109.39 Est. Cost/Share $112.36 Unrealized @ Report Date -3.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $162K Shares 15,000 Share Price $10.78 * Est. Cost/Share $11.41 Unrealized @ Report Date -15.3%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value $160K Shares 2,270 Share Price $70.27 Est. Cost/Share $72.15 Unrealized @ Report Date -2.6%
GPC GENUINE PARTS CO COM 0.0%
Value $158K Shares 933 Share Price $169.25 * Est. Cost/Share $87.30 Unrealized @ Report Date +80.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $155K Shares 1,104 Share Price $140.80 Est. Cost/Share $111.81 Unrealized @ Report Date +25.9%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value $153K Shares 7,004 Share Price $21.82 Est. Cost/Share $22.26 Unrealized @ Report Date -2.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value $147K Shares 5,591 Share Price $26.33 Est. Cost/Share $28.82 Unrealized @ Report Date -8.6%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $147K Shares 1,663 Share Price $88.22 * Est. Cost/Share $64.28 Unrealized @ Report Date +21.5%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $147K Shares 1,794 Share Price $81.73 Est. Cost/Share $51.07 Unrealized @ Report Date +60.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $143K Shares 1,305 Share Price $109.84 Est. Cost/Share $81.87 Unrealized @ Report Date +34.2%
HPQ HP INC COM 0.0%
Value $142K Shares 4,627 Share Price $30.71 * Est. Cost/Share $8.05 Unrealized @ Report Date +246.8%
WMB WILLIAMS COS INC COM 0.0%
Value $142K Shares 4,338 Share Price $32.63 * Est. Cost/Share $21.90 Unrealized @ Report Date +34.4%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $141K Shares 362 Share Price $390.04 * Est. Cost/Share $204.26 Unrealized @ Report Date +85.7%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $140K Shares 11,188 Share Price $12.54 Est. Cost/Share $18.45 Unrealized @ Report Date -32.0%
XYL XYLEM INC COM 0.0%
Value $139K Shares 1,237 Share Price $112.62 * Est. Cost/Share $52.67 Unrealized @ Report Date +107.6%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $139K Shares 1,550 Share Price $89.87 Est. Cost/Share $89.68 Unrealized @ Report Date +0.2%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $139K Shares 1,867 Share Price $74.33 Est. Cost/Share $57.33 Unrealized @ Report Date +29.6%
DAR DARLING INGREDIENTS INC COM 0.0%
Value $137K Shares 2,150 Share Price $63.79 * Est. Cost/Share $37.34 Unrealized @ Report Date +63.2%
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value $136K Shares 4,334 Share Price $31.35 Est. Cost/Share $29.79 Unrealized @ Report Date +5.3%
GNRC GENERAC HLDGS INC COM 0.0%
Value $135K Shares 905 Share Price $149.13 Est. Cost/Share $235.47 Unrealized @ Report Date -36.7%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $134K Shares 7,503 Share Price $17.82 * Est. Cost/Share $15.04 Unrealized @ Report Date +5.6%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $130K Shares 291 Share Price $445.71 Est. Cost/Share $287.57 Unrealized @ Report Date +55.0%
BLD TOPBUILD CORP COM 0.0%
Value $129K Shares 485 Share Price $266.02 Est. Cost/Share $198.03 Unrealized @ Report Date +34.3%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $129K Shares 3,453 Share Price $37.22 Est. Cost/Share $31.90 Unrealized @ Report Date +16.7%
CMA COMERICA INC COM 0.0%
Value $127K Shares 3,000 Share Price $42.36 * Est. Cost/Share $48.31 Unrealized @ Report Date -27.1%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value $126K Shares 2,917 Share Price $43.09 Est. Cost/Share $28.70 Unrealized @ Report Date +50.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $125K Shares 1,400 Share Price $89.59 * Est. Cost/Share $65.81 Unrealized @ Report Date +27.7%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $125K Shares 2,560 Share Price $48.88 Est. Cost/Share $57.25 Unrealized @ Report Date -14.6%
CBRE CBRE GROUP INC CL A 0.0%
Value $124K Shares 1,540 Share Price $80.71 Est. Cost/Share $56.41 Unrealized @ Report Date +43.1%
HON HONEYWELL INTL INC COM 0.0%
Value $122K Shares 589 Share Price $207.50 * Est. Cost/Share $153.20 Unrealized @ Report Date +20.9%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value $121K Shares 2,350 Share Price $51.50 * Est. Cost/Share $66.61 Unrealized @ Report Date -25.1%
MTRN MATERION CORP COM 0.0%
Value $120K Shares 1,050 Share Price $114.20 Est. Cost/Share $80.32 Unrealized @ Report Date +42.2%
PGR PROGRESSIVE CORP COM 0.0%
Value $120K Shares 905 Share Price $132.37 * Est. Cost/Share $83.74 Unrealized @ Report Date +44.5%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $118K Shares 245 Share Price $480.80 Est. Cost/Share $391.80 Unrealized @ Report Date +20.7%
ARCC ARES CAPITAL CORP COM 0.0%
Value $118K Shares 6,261 Share Price $18.79 * Est. Cost/Share $11.91 Unrealized @ Report Date +25.4%
BWA BORGWARNER INC COM 0.0%
Value $117K Shares 2,400 Share Price $48.91 * Est. Cost/Share $30.65 Unrealized @ Report Date +35.8%
CLX CLOROX CO DEL COM 0.0%
Value $115K Shares 721 Share Price $159.04 * Est. Cost/Share $101.31 Unrealized @ Report Date +43.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $114K Shares 389 Share Price $293.28 * Est. Cost/Share $188.34 Unrealized @ Report Date +51.6%
FE FIRSTENERGY CORP COM 0.0%
Value $113K Shares 2,900 Share Price $38.88 * Est. Cost/Share $29.93 Unrealized @ Report Date +16.9%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value $112K Shares 1,899 Share Price $59.14 Est. Cost/Share $56.55 Unrealized @ Report Date +4.6%
J JACOBS SOLUTIONS INC COM 0.0%
Value $109K Shares 915 Share Price $118.89 * Est. Cost/Share $93.06 Unrealized @ Report Date +3.4%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value $109K Shares 3,375 Share Price $32.16 Est. Cost/Share $26.29 Unrealized @ Report Date
NWSA NEWS CORP NEW CL A 0.0%
Value $108K Shares 5,532 Share Price $19.50 Est. Cost/Share $10.51 Unrealized @ Report Date +82.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value $107K Shares 550 Share Price $195.12 Est. Cost/Share $151.16 Unrealized @ Report Date +29.1%
DLAPQ DELTA APPAREL INC COM 0.0%
Value $107K Shares 10,205 Share Price $10.48 Est. Cost/Share $18.38 Unrealized @ Report Date -42.4%
USB US BANCORP DEL COM NEW 0.0%
Value $106K Shares 3,200 Share Price $33.04 * Est. Cost/Share $36.20 Unrealized @ Report Date -18.6%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $104K Shares 2,165 Share Price $48.06 * Est. Cost/Share $25.23 Unrealized @ Report Date -4.8%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value $103K Shares 1,698 Share Price $60.60 Est. Cost/Share $66.02 Unrealized @ Report Date -8.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $101K Shares 2,057 Share Price $49.28 Est. Cost/Share $52.81 Unrealized @ Report Date -6.7%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $98,373 Shares 75 Share Price $1311.64 Est. Cost/Share $467.40 Unrealized @ Report Date +180.6%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value $97,875 Shares 2,250 Share Price $43.50 Est. Cost/Share $44.43 Unrealized @ Report Date -2.1%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $97,825 Shares 2,998 Share Price $32.63 * Est. Cost/Share $27.10 Unrealized @ Report Date +10.6%
EL LAUDER ESTEE COS INC CL A 0.0%
Value $95,244 Shares 485 Share Price $196.38 * Est. Cost/Share $211.96 Unrealized @ Report Date -11.8%
FNB F N B CORP COM 0.0%
Value $91,520 Shares 8,000 Share Price $11.44 * Est. Cost/Share $10.79 Unrealized @ Report Date -2.6%
MELI MERCADOLIBRE INC COM 0.0%
Value $88,845 Shares 75 Share Price $1184.60 Est. Cost/Share $1408.92 Unrealized @ Report Date -15.9%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value $85,364 Shares 1,505 Share Price $56.72 Est. Cost/Share $71.12 Unrealized @ Report Date -20.2%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value $85,330 Shares 23,000 Share Price $3.71 Est. Cost/Share $3.41 Unrealized @ Report Date +8.7%
USFD US FOODS HLDG CORP COM 0.0%
Value $84,700 Shares 1,925 Share Price $44.00 Est. Cost/Share $23.78 Unrealized @ Report Date +85.0%
FRST PRIMIS FINANCIAL CORP COM 0.0%
Value $84,200 Shares 10,000 Share Price $8.42 * Est. Cost/Share $12.69 Unrealized @ Report Date -40.0%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $83,623 Shares 3,430 Share Price $24.38 Est. Cost/Share $24.34 Unrealized @ Report Date
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value $83,441 Shares 1,125 Share Price $74.17 Est. Cost/Share $58.14 Unrealized @ Report Date +27.6%
CCI CROWN CASTLE INC COM 0.0%
Value $83,176 Shares 730 Share Price $113.94 * Est. Cost/Share $84.80 Unrealized @ Report Date +16.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $83,035 Shares 1,137 Share Price $73.03 Est. Cost/Share $69.92 Unrealized @ Report Date +4.4%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value $82,083 Shares 3,334 Share Price $24.62 Est. Cost/Share $24.42 Unrealized @ Report Date
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value $81,953 Shares 5,711 Share Price $14.35 Est. Cost/Share $15.99 Unrealized @ Report Date -10.3%
KBR KBR INC COM 0.0%
Value $81,325 Shares 1,250 Share Price $65.06 * Est. Cost/Share $39.57 Unrealized @ Report Date +59.9%
NUVEEN PFD & INCOME SECS FD COM 0.0%
Value $80,264 Shares 12,581 Share Price $6.38 Est. Cost/Share $8.99 Unrealized @ Report Date
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $79,966 Shares 665 Share Price $120.25 Est. Cost/Share $118.99 Unrealized @ Report Date -0.6%
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value $77,908 Shares 6,381 Share Price $12.21 Est. Cost/Share $14.00 Unrealized @ Report Date
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value $77,657 Shares 5,050 Share Price $15.38 Est. Cost/Share $12.24 Unrealized @ Report Date
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $77,619 Shares 1,586 Share Price $48.94 Est. Cost/Share $42.66 Unrealized @ Report Date +14.7%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value $75,421 Shares 2,542 Share Price $29.67 Est. Cost/Share $30.24 Unrealized @ Report Date -1.9%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $74,789 Shares 3,931 Share Price $19.03 Est. Cost/Share $19.88 Unrealized @ Report Date -4.3%
NDAQ NASDAQ INC COM 0.0%
Value $74,775 Shares 1,500 Share Price $49.85 * Est. Cost/Share $48.22 Unrealized @ Report Date -0.1%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $74,630 Shares 702 Share Price $106.31 Est. Cost/Share $91.01 Unrealized @ Report Date +16.8%
GIS GENERAL MLS INC COM 0.0%
Value $74,457 Shares 971 Share Price $76.68 * Est. Cost/Share $50.14 Unrealized @ Report Date +38.7%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $74,014 Shares 461 Share Price $160.55 Est. Cost/Share $116.63 Unrealized @ Report Date +37.7%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $73,500 Shares 1,250 Share Price $58.80 * Est. Cost/Share $58.33 Unrealized @ Report Date -3.5%
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value $73,170 Shares 500 Share Price $146.34 Est. Cost/Share $100.83 Unrealized @ Report Date +45.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $72,844 Shares 731 Share Price $99.65 Est. Cost/Share $89.29 Unrealized @ Report Date +11.6%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value $72,372 Shares 197 Share Price $367.37 Est. Cost/Share $430.22 Unrealized @ Report Date -14.6%
IDXX IDEXX LABS INC COM 0.0%
Value $72,321 Shares 144 Share Price $502.23 Est. Cost/Share $412.42 Unrealized @ Report Date +21.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $72,205 Shares 544 Share Price $132.73 Est. Cost/Share $89.89 Unrealized @ Report Date +47.7%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $72,119 Shares 827 Share Price $87.21 * Est. Cost/Share $69.53 Unrealized @ Report Date +17.5%
PNR PENTAIR PLC SHS 0.0%
Value $71,706 Shares 1,110 Share Price $64.60 * Est. Cost/Share $32.52 Unrealized @ Report Date +93.1%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value $70,618 Shares 1,475 Share Price $47.88 Est. Cost/Share $47.20 Unrealized @ Report Date +1.4%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $70,490 Shares 1,458 Share Price $48.35 * Est. Cost/Share $21.78 Unrealized @ Report Date +103.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $69,450 Shares 635 Share Price $109.37 * Est. Cost/Share $60.99 Unrealized @ Report Date +72.3%
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value $69,446 Shares 50 Share Price $1388.92 Est. Cost/Share $1167.46 Unrealized @ Report Date +20.6%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $69,281 Shares 855 Share Price $81.03 Est. Cost/Share $66.70 Unrealized @ Report Date +21.5%
BP BP PLC SPONSORED ADR 0.0%
Value $69,204 Shares 1,961 Share Price $35.29 Est. Cost/Share $33.20 Unrealized @ Report Date +6.3%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $69,200 Shares 5,981 Share Price $11.57 Est. Cost/Share $16.03 Unrealized @ Report Date
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value $68,594 Shares 1,680 Share Price $40.83 Est. Cost/Share $55.95 Unrealized @ Report Date -27.0%
O REALTY INCOME CORP COM 0.0%
Value $68,193 Shares 1,141 Share Price $59.77 * Est. Cost/Share $55.21 Unrealized @ Report Date -6.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value $66,860 Shares 623 Share Price $107.32 Est. Cost/Share $77.46 Unrealized @ Report Date +38.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value $66,735 Shares 393 Share Price $169.81 * Est. Cost/Share $65.87 Unrealized @ Report Date +28.9%
TKR TIMKEN CO COM 0.0%
Value $66,085 Shares 722 Share Price $91.53 Est. Cost/Share $47.31 Unrealized @ Report Date +93.5%
CC CHEMOURS CO COM 0.0%
Value $64,877 Shares 1,759 Share Price $36.88 * Est. Cost/Share $12.57 Unrealized @ Report Date +165.9%
PATTERSON COS INC COM 0.0%
Value $64,857 Shares 1,950 Share Price $33.26 Est. Cost/Share $35.41 Unrealized @ Report Date
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $64,753 Shares 1,318 Share Price $49.13 * Est. Cost/Share $50.31 Unrealized @ Report Date -8.5%
CNC CENTENE CORP DEL COM 0.0%
Value $64,482 Shares 956 Share Price $67.45 Est. Cost/Share $60.84 Unrealized @ Report Date +9.6%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $64,271 Shares 2,495 Share Price $25.76 * Est. Cost/Share $33.94 Unrealized @ Report Date -35.3%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $63,717 Shares 560 Share Price $113.78 Est. Cost/Share $93.21 Unrealized @ Report Date +20.7%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value $63,120 Shares 1,000 Share Price $63.12 Est. Cost/Share $54.06 Unrealized @ Report Date +16.8%
VMWARE INC CL A COM 0.0%
Value $62,936 Shares 438 Share Price $143.69 Est. Cost/Share $114.73 Unrealized @ Report Date
CCJ CAMECO CORP COM 0.0%
Value $62,660 Shares 2,000 Share Price $31.33 Est. Cost/Share $26.88 Unrealized @ Report Date +15.9%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $62,590 Shares 275 Share Price $227.60 * Est. Cost/Share $194.34 Unrealized @ Report Date +10.8%
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value $61,530 Shares 3,500 Share Price $17.58 Est. Cost/Share $20.19 Unrealized @ Report Date
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $61,334 Shares 1,526 Share Price $40.19 Est. Cost/Share $57.62 Unrealized @ Report Date -30.3%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $60,204 Shares 247 Share Price $243.74 Est. Cost/Share $143.20 Unrealized @ Report Date +70.2%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value $60,064 Shares 800 Share Price $75.08 Est. Cost/Share $78.69 Unrealized @ Report Date -4.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $60,056 Shares 314 Share Price $191.26 * Est. Cost/Share $67.73 Unrealized @ Report Date +175.6%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value $59,670 Shares 1,000 Share Price $59.67 Est. Cost/Share $62.10 Unrealized @ Report Date
SNY SANOFI SPONSORED ADR 0.0%
Value $59,290 Shares 1,100 Share Price $53.90 Est. Cost/Share $40.93 Unrealized @ Report Date +31.7%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $58,734 Shares 350 Share Price $167.81 * Est. Cost/Share $401.82 Unrealized @ Report Date -60.1%
WESTROCK CO COM 0.0%
Value $58,546 Shares 2,014 Share Price $29.07 Est. Cost/Share $38.20 Unrealized @ Report Date
IEX IDEX CORP COM 0.0%
Value $57,474 Shares 267 Share Price $215.26 * Est. Cost/Share $146.15 Unrealized @ Report Date +42.4%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value $57,050 Shares 538 Share Price $106.04 Est. Cost/Share $99.90 Unrealized @ Report Date +6.1%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value $56,984 Shares 419 Share Price $136.00 Est. Cost/Share $67.83 Unrealized @ Report Date +100.5%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value $56,700 Shares 6,000 Share Price $9.45 Est. Cost/Share $19.22 Unrealized @ Report Date -50.8%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $55,682 Shares 514 Share Price $108.33 Est. Cost/Share $102.28 Unrealized @ Report Date +5.9%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $55,620 Shares 1,500 Share Price $37.08 Est. Cost/Share $39.12 Unrealized @ Report Date -5.2%
IP INTERNATIONAL PAPER CO COM 0.0%
Value $55,286 Shares 1,738 Share Price $31.81 * Est. Cost/Share $40.14 Unrealized @ Report Date -29.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $55,117 Shares 922 Share Price $59.78 Est. Cost/Share $53.56 Unrealized @ Report Date +10.6%
SUPER MICRO COMPUTER INC COM 0.0%
Value $54,337 Shares 218 Share Price $249.25 Est. Cost/Share $106.55 Unrealized @ Report Date
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $53,952 Shares 2,400 Share Price $22.48 Est. Cost/Share $22.99 Unrealized @ Report Date
SANDSTORM GOLD LTD COM NEW 0.0%
Value $53,811 Shares 10,510 Share Price $5.12 Est. Cost/Share $6.20 Unrealized @ Report Date
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $53,420 Shares 2,000 Share Price $26.71 * Est. Cost/Share $24.25 Unrealized @ Report Date -3.9%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $53,336 Shares 944 Share Price $56.50 Est. Cost/Share $30.68 Unrealized @ Report Date +84.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $53,033 Shares 154 Share Price $344.37 Est. Cost/Share $338.30 Unrealized @ Report Date +1.6%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $52,586 Shares 1,314 Share Price $40.02 Est. Cost/Share $56.62 Unrealized @ Report Date -29.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value $52,025 Shares 795 Share Price $65.44 * Est. Cost/Share $29.16 Unrealized @ Report Date +12.2%
PLAB PHOTRONICS INC COM 0.0%
Value $51,580 Shares 2,000 Share Price $25.79 * Est. Cost/Share $17.05 Unrealized @ Report Date +8.8%
AWR AMER STATES WTR CO COM 0.0%
Value $51,210 Shares 589 Share Price $86.94 * Est. Cost/Share $47.02 Unrealized @ Report Date +74.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $51,003 Shares 578 Share Price $88.24 * Est. Cost/Share $40.72 Unrealized @ Report Date +97.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value $50,965 Shares 660 Share Price $77.22 Est. Cost/Share $85.88 Unrealized @ Report Date -10.1%
DDOG DATADOG INC CL A COM 0.0%
Value $50,174 Shares 510 Share Price $98.38 Est. Cost/Share $125.88 Unrealized @ Report Date -21.8%
NEM NEWMONT CORP COM 0.0%
Value $49,742 Shares 1,166 Share Price $42.66 * Est. Cost/Share $43.65 Unrealized @ Report Date -8.1%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value $49,530 Shares 1,000 Share Price $49.53 Est. Cost/Share $49.50 Unrealized @ Report Date +0.1%
FFIV F5 INC COM 0.0%
Value $49,436 Shares 338 Share Price $146.26 Est. Cost/Share $150.58 Unrealized @ Report Date -2.9%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $49,200 Shares 1,200 Share Price $41.00 * Est. Cost/Share $15.20 Unrealized @ Report Date +34.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $49,153 Shares 502 Share Price $97.91 Est. Cost/Share $99.44 Unrealized @ Report Date -1.5%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $48,637 Shares 3,057 Share Price $15.91 Est. Cost/Share $38.67 Unrealized @ Report Date
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value $48,629 Shares 1,440 Share Price $33.77 Est. Cost/Share $36.53 Unrealized @ Report Date -7.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $47,891 Shares 100 Share Price $478.91 Est. Cost/Share $267.28 Unrealized @ Report Date +79.2%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $47,824 Shares 800 Share Price $59.78 Est. Cost/Share $45.15 Unrealized @ Report Date +32.4%
EQIX EQUINIX INC COM 0.0%
Value $47,820 Shares 61 Share Price $783.93 * Est. Cost/Share $593.97 Unrealized @ Report Date +25.2%
BARRICK GOLD CORP COM 0.0%
Value $47,675 Shares 2,816 Share Price $16.93 Est. Cost/Share $18.17 Unrealized @ Report Date
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $46,800 Shares 4,000 Share Price $11.70 Est. Cost/Share $15.73 Unrealized @ Report Date
FUL FULLER H B CO COM 0.0%
Value $46,482 Shares 650 Share Price $71.51 * Est. Cost/Share $55.05 Unrealized @ Report Date +25.3%
CME CME GROUP INC COM 0.0%
Value $45,952 Shares 248 Share Price $185.29 * Est. Cost/Share $74.53 Unrealized @ Report Date +125.0%
LAD LITHIA MTRS INC COM 0.0%
Value $45,617 Shares 150 Share Price $304.11 * Est. Cost/Share $301.10 Unrealized @ Report Date -20.5%
KHC KRAFT HEINZ CO COM 0.0%
Value $45,348 Shares 1,277 Share Price $35.51 * Est. Cost/Share $35.84 Unrealized @ Report Date -12.9%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $45,168 Shares 175 Share Price $258.10 Est. Cost/Share $61.29 Unrealized @ Report Date +321.1%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $44,324 Shares 462 Share Price $95.94 Est. Cost/Share $79.20 Unrealized @ Report Date +21.1%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $44,240 Shares 450 Share Price $98.31 * Est. Cost/Share $81.25 Unrealized @ Report Date +16.4%
DISCOVER FINL SVCS COM 0.0%
Value $43,351 Shares 371 Share Price $116.85 Est. Cost/Share $96.46 Unrealized @ Report Date
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $43,241 Shares 325 Share Price $133.05 Est. Cost/Share $115.22 Unrealized @ Report Date +15.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $42,764 Shares 1,081 Share Price $39.56 Est. Cost/Share $38.38 Unrealized @ Report Date +3.1%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value $42,730 Shares 639 Share Price $66.87 Est. Cost/Share $81.70 Unrealized @ Report Date
SHOP SHOPIFY INC CL A 0.0%
Value $42,507 Shares 658 Share Price $64.60 Est. Cost/Share $49.21 Unrealized @ Report Date +31.3%
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 0.0%
Value $42,470 Shares 1,774 Share Price $23.94 Est. Cost/Share $23.39 Unrealized @ Report Date +2.3%
KLAC KLA CORP COM NEW 0.0%
Value $42,197 Shares 87 Share Price $485.02 * Est. Cost/Share $351.46 Unrealized @ Report Date +34.9%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value $42,053 Shares 1,750 Share Price $24.03 * Est. Cost/Share $42.56 Unrealized @ Report Date -37.4%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $41,678 Shares 280 Share Price $148.85 * Est. Cost/Share $94.90 Unrealized @ Report Date +40.7%
OKTA OKTA INC CL A 0.0%
Value $41,610 Shares 600 Share Price $69.35 Est. Cost/Share $238.22 Unrealized @ Report Date -70.9%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $41,111 Shares 100 Share Price $411.11 Est. Cost/Share $405.16 Unrealized @ Report Date +1.5%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $40,920 Shares 1,966 Share Price $20.81 * Est. Cost/Share $26.07 Unrealized @ Report Date -29.4%
PACWEST BANCORP DEL COM 0.0%
Value $40,750 Shares 5,000 Share Price $8.15 Est. Cost/Share $9.73 Unrealized @ Report Date
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $40,385 Shares 500 Share Price $80.77 Est. Cost/Share $64.29 Unrealized @ Report Date +23.5%
AVY AVERY DENNISON CORP COM 0.0%
Value $40,373 Shares 235 Share Price $171.80 * Est. Cost/Share $94.51 Unrealized @ Report Date +73.7%
HUBS HUBSPOT INC COM 0.0%
Value $39,907 Shares 75 Share Price $532.09 * Est. Cost/Share $756.48 Unrealized @ Report Date -38.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $39,255 Shares 363 Share Price $108.14 Est. Cost/Share $116.90 Unrealized @ Report Date -7.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $39,222 Shares 557 Share Price $70.42 Est. Cost/Share $58.05 Unrealized @ Report Date +21.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $38,982 Shares 514 Share Price $75.84 * Est. Cost/Share $47.24 Unrealized @ Report Date +46.7%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value $38,409 Shares 1,350 Share Price $28.45 Est. Cost/Share $23.78 Unrealized @ Report Date +19.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $38,192 Shares 610 Share Price $62.61 * Est. Cost/Share $46.28 Unrealized @ Report Date +24.6%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value $38,125 Shares 2,500 Share Price $15.25 Est. Cost/Share $16.56 Unrealized @ Report Date
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $37,988 Shares 200 Share Price $189.94 Est. Cost/Share $125.65 Unrealized @ Report Date +51.2%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $37,531 Shares 325 Share Price $115.48 * Est. Cost/Share $101.37 Unrealized @ Report Date -0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value $37,405 Shares 930 Share Price $40.22 * Est. Cost/Share $30.92 Unrealized @ Report Date +18.6%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $37,261 Shares 256 Share Price $145.55 Est. Cost/Share $58.75 Unrealized @ Report Date +146.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $36,555 Shares 1,169 Share Price $31.27 * Est. Cost/Share $30.88 Unrealized @ Report Date -5.7%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value $36,141 Shares 423 Share Price $85.44 Est. Cost/Share $76.00 Unrealized @ Report Date +12.4%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $35,995 Shares 1,121 Share Price $32.11 Est. Cost/Share $33.72 Unrealized @ Report Date -4.8%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $35,976 Shares 215 Share Price $167.33 * Est. Cost/Share $100.52 Unrealized @ Report Date +49.5%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $35,829 Shares 3,275 Share Price $10.94 Est. Cost/Share $12.12 Unrealized @ Report Date
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $35,565 Shares 750 Share Price $47.42 Est. Cost/Share $51.09 Unrealized @ Report Date -7.2%
MARATHON OIL CORP COM 0.0%
Value $35,483 Shares 1,541 Share Price $23.03 Est. Cost/Share $10.94 Unrealized @ Report Date
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $35,394 Shares 189 Share Price $187.27 Est. Cost/Share $216.42 Unrealized @ Report Date -13.5%
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value $35,009 Shares 1,040 Share Price $33.66 Est. Cost/Share $26.82 Unrealized @ Report Date
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $34,986 Shares 700 Share Price $49.98 * Est. Cost/Share $49.36 Unrealized @ Report Date +3.4%
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value $34,857 Shares 2,700 Share Price $12.91 Est. Cost/Share $16.39 Unrealized @ Report Date
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $34,634 Shares 363 Share Price $95.41 Est. Cost/Share $89.32 Unrealized @ Report Date +6.8%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $34,486 Shares 510 Share Price $67.62 Est. Cost/Share $33.01 Unrealized @ Report Date
PPL PPL CORP COM 0.0%
Value $34,398 Shares 1,300 Share Price $26.46 * Est. Cost/Share $22.29 Unrealized @ Report Date +9.0%
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value $34,312 Shares 404 Share Price $84.93 Est. Cost/Share $83.94 Unrealized @ Report Date +1.2%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value $34,050 Shares 2,298 Share Price $14.82 Est. Cost/Share $11.56 Unrealized @ Report Date
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value $34,048 Shares 3,200 Share Price $10.64 Est. Cost/Share $13.22 Unrealized @ Report Date
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value $33,483 Shares 571 Share Price $58.64 * Est. Cost/Share $78.87 Unrealized @ Report Date -23.7%
XYZ BLOCK INC CL A 0.0%
Value $33,352 Shares 501 Share Price $66.57 Est. Cost/Share $162.81 Unrealized @ Report Date -59.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $33,340 Shares 400 Share Price $83.35 Est. Cost/Share $232.39 Unrealized @ Report Date -64.1%
CRMT AMERICAS CAR-MART INC COM 0.0%
Value $33,227 Shares 333 Share Price $99.78 * Est. Cost/Share $24.51 Unrealized @ Report Date +254.1%
WSM WILLIAMS SONOMA INC COM 0.0%
Value $33,162 Shares 265 Share Price $125.14 * Est. Cost/Share $53.44 Unrealized @ Report Date +12.1%
MMS MAXIMUS INC COM 0.0%
Value $32,536 Shares 385 Share Price $84.51 Est. Cost/Share $77.08 Unrealized @ Report Date +9.6%
VTRS VIATRIS INC COM 0.0%
Value $32,026 Shares 3,209 Share Price $9.98 * Est. Cost/Share $13.19 Unrealized @ Report Date -32.5%
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 0.0%
Value $31,824 Shares 600 Share Price $53.04 Est. Cost/Share $57.70 Unrealized @ Report Date
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value $31,693 Shares 1,750 Share Price $18.11 Est. Cost/Share $29.37 Unrealized @ Report Date
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $31,669 Shares 86 Share Price $368.24 * Est. Cost/Share $159.48 Unrealized @ Report Date +14.3%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value $31,590 Shares 3,000 Share Price $10.53 * Est. Cost/Share $11.82 Unrealized @ Report Date -15.8%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $31,544 Shares 2,090 Share Price $15.09 Est. Cost/Share $21.26 Unrealized @ Report Date
UBS UBS GROUP AG SHS 0.0%
Value $31,520 Shares 1,555 Share Price $20.27 Est. Cost/Share $20.11 Unrealized @ Report Date 0.0%
OKE ONEOK INC NEW COM 0.0%
Value $30,860 Shares 500 Share Price $61.72 * Est. Cost/Share $53.23 Unrealized @ Report Date +1.7%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value $30,595 Shares 500 Share Price $61.19 Est. Cost/Share $57.97 Unrealized @ Report Date +5.5%
NTAP NETAPP INC COM 0.0%
Value $30,560 Shares 400 Share Price $76.40 * Est. Cost/Share $59.71 Unrealized @ Report Date +20.9%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $30,533 Shares 1,900 Share Price $16.07 Est. Cost/Share $7.45 Unrealized @ Report Date +115.7%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $30,523 Shares 426 Share Price $71.65 Est. Cost/Share $48.16 Unrealized @ Report Date +48.8%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $30,491 Shares 120 Share Price $254.09 * Est. Cost/Share $36.65 Unrealized @ Report Date +15.5%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value $30,310 Shares 1,000 Share Price $30.31 Est. Cost/Share $28.22 Unrealized @ Report Date +7.4%
AN AUTONATION INC COM 0.0%
Value $30,288 Shares 184 Share Price $164.61 Est. Cost/Share $56.71 Unrealized @ Report Date +190.3%
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value $30,096 Shares 1,100 Share Price $27.36 Est. Cost/Share $26.75 Unrealized @ Report Date +2.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $30,019 Shares 128 Share Price $234.52 Est. Cost/Share $139.68 Unrealized @ Report Date +67.9%
PKG PACKAGING CORP AMER COM 0.0%
Value $29,736 Shares 225 Share Price $132.16 * Est. Cost/Share $135.32 Unrealized @ Report Date -8.6%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $29,373 Shares 259 Share Price $113.41 * Est. Cost/Share $16.30 Unrealized @ Report Date +131.9%
PSA PUBLIC STORAGE COM 0.0%
Value $29,188 Shares 100 Share Price $291.88 * Est. Cost/Share $147.26 Unrealized @ Report Date +79.0%
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 0.0%
Value $29,090 Shares 1,105 Share Price $26.33 Est. Cost/Share $27.57 Unrealized @ Report Date -4.5%
MAC MACERICH CO COM 0.0%
Value $28,964 Shares 2,570 Share Price $11.27 Est. Cost/Share $9.73 Unrealized @ Report Date
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value $28,941 Shares 1,100 Share Price $26.31 * Est. Cost/Share $24.66 Unrealized @ Report Date -4.5%
TWLO TWILIO INC CL A 0.0%
Value $28,629 Shares 450 Share Price $63.62 Est. Cost/Share $299.07 Unrealized @ Report Date -78.7%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value $27,794 Shares 447 Share Price $62.18 Est. Cost/Share $56.92 Unrealized @ Report Date +9.2%
BB BLACKBERRY LTD COM 0.0%
Value $27,650 Shares 5,000 Share Price $5.53 Est. Cost/Share $10.26 Unrealized @ Report Date -46.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $27,626 Shares 386 Share Price $71.57 Est. Cost/Share $35.98 Unrealized @ Report Date
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $27,504 Shares 800 Share Price $34.38 Est. Cost/Share $31.06 Unrealized @ Report Date +10.7%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value $27,268 Shares 721 Share Price $37.82 Est. Cost/Share $44.99 Unrealized @ Report Date -15.9%
MFC MANULIFE FINL CORP COM 0.0%
Value $27,174 Shares 1,437 Share Price $18.91 Est. Cost/Share $17.18 Unrealized @ Report Date +10.0%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value $26,976 Shares 400 Share Price $67.44 Est. Cost/Share $51.29 Unrealized @ Report Date +31.5%
TUR ISHARES MSCI TURKEY ETF 0.0%
Value $26,753 Shares 947 Share Price $28.25 Est. Cost/Share $30.94 Unrealized @ Report Date -8.7%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value $26,383 Shares 50 Share Price $527.66 * Est. Cost/Share $69.90 Unrealized @ Report Date +25.8%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $26,295 Shares 273 Share Price $96.32 Est. Cost/Share $45.80 Unrealized @ Report Date +110.3%
MSM MSC INDL DIRECT INC CL A 0.0%
Value $26,202 Shares 275 Share Price $95.28 * Est. Cost/Share $79.07 Unrealized @ Report Date +16.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $26,128 Shares 270 Share Price $96.77 * Est. Cost/Share $68.32 Unrealized @ Report Date +27.1%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value $26,104 Shares 315 Share Price $82.87 * Est. Cost/Share $35.54 Unrealized @ Report Date +16.6%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $26,055 Shares 500 Share Price $52.11 Est. Cost/Share $45.20 Unrealized @ Report Date +15.3%
BBH VANECK BIOTECH ETF 0.0%
Value $25,748 Shares 165 Share Price $156.05 Est. Cost/Share $122.58 Unrealized @ Report Date +27.3%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $25,195 Shares 137 Share Price $183.91 * Est. Cost/Share $89.47 Unrealized @ Report Date +100.3%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value $25,165 Shares 429 Share Price $58.66 Est. Cost/Share $67.02 Unrealized @ Report Date -12.5%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value $25,144 Shares 64 Share Price $392.88 * Est. Cost/Share $59.46 Unrealized @ Report Date +10.1%
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $24,750 Shares 1,000 Share Price $24.75 Est. Cost/Share $37.55 Unrealized @ Report Date -34.1%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value $24,518 Shares 1,300 Share Price $18.86 Est. Cost/Share $20.85 Unrealized @ Report Date
BUR BURFORD CAP LTD ORD SHS 0.0%
Value $24,360 Shares 2,000 Share Price $12.18 Est. Cost/Share $10.38 Unrealized @ Report Date +15.1%
RY ROYAL BK CDA COM 0.0%
Value $24,069 Shares 252 Share Price $95.51 Est. Cost/Share $56.45 Unrealized @ Report Date +69.1%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value $23,361 Shares 847 Share Price $27.58 Est. Cost/Share $34.66 Unrealized @ Report Date
DNP SELECT INCOME FD INC COM 0.0%
Value $23,328 Shares 2,226 Share Price $10.48 Est. Cost/Share $10.46 Unrealized @ Report Date
GILD GILEAD SCIENCES INC COM 0.0%
Value $23,121 Shares 300 Share Price $77.07 * Est. Cost/Share $54.11 Unrealized @ Report Date +30.6%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $22,440 Shares 448 Share Price $50.09 Est. Cost/Share $51.62 Unrealized @ Report Date -3.0%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value $22,310 Shares 570 Share Price $39.14 Est. Cost/Share $35.70 Unrealized @ Report Date +9.6%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value $22,168 Shares 200 Share Price $110.84 Est. Cost/Share $65.13 Unrealized @ Report Date
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value $22,000 Shares 5,000 Share Price $4.40 * Est. Cost/Share $76.47 Unrealized @ Report Date -42.5%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value $21,792 Shares 63 Share Price $345.90 * Est. Cost/Share $62.79 Unrealized @ Report Date +10.2%
DIREXION DAILY REGIONAL BANKS BULL 3X SHARES 0.0%
Value $21,628 Shares 400 Share Price $54.07 Est. Cost/Share $54.07 Unrealized @ Report Date
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $21,326 Shares 1,375 Share Price $15.51 Est. Cost/Share $22.14 Unrealized @ Report Date
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value $20,790 Shares 1,500 Share Price $13.86 * Est. Cost/Share $13.58 Unrealized @ Report Date 0.0%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value $20,757 Shares 150 Share Price $138.38 Est. Cost/Share $119.59 Unrealized @ Report Date +15.7%
STERICYCLE INC COM 0.0%
Value $20,712 Shares 446 Share Price $46.44 Est. Cost/Share $70.38 Unrealized @ Report Date
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value $20,575 Shares 2,500 Share Price $8.23 * Est. Cost/Share $20.42 Unrealized @ Report Date -58.5%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value $20,561 Shares 370 Share Price $55.57 Est. Cost/Share $53.36 Unrealized @ Report Date +4.1%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $20,544 Shares 400 Share Price $51.36 Est. Cost/Share $57.11 Unrealized @ Report Date -10.1%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value $20,360 Shares 2,000 Share Price $10.18 Est. Cost/Share $14.97 Unrealized @ Report Date
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.0%
Value $20,350 Shares 500 Share Price $40.70 Est. Cost/Share $38.49 Unrealized @ Report Date +5.7%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $20,272 Shares 100 Share Price $202.72 Est. Cost/Share $89.15 Unrealized @ Report Date +127.4%
WELL WELLTOWER INC COM 0.0%
Value $20,223 Shares 250 Share Price $80.89 * Est. Cost/Share $43.29 Unrealized @ Report Date +76.9%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value $20,163 Shares 320 Share Price $63.01 Est. Cost/Share $66.20 Unrealized @ Report Date -4.8%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $20,130 Shares 1,500 Share Price $13.42 * Est. Cost/Share $9.58 Unrealized @ Report Date +5.4%
AGCO AGCO CORP COM 0.0%
Value $19,976 Shares 152 Share Price $131.42 * Est. Cost/Share $113.55 Unrealized @ Report Date +1.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $19,774 Shares 157 Share Price $125.95 * Est. Cost/Share $123.50 Unrealized @ Report Date -7.7%
SCI SERVICE CORP INTL COM 0.0%
Value $19,377 Shares 300 Share Price $64.59 Est. Cost/Share $28.51 Unrealized @ Report Date +126.6%
PLD PROLOGIS INC. COM 0.0%
Value $19,253 Shares 157 Share Price $122.63 * Est. Cost/Share $88.19 Unrealized @ Report Date +28.3%
SMARTSHEET INC COM CL A 0.0%
Value $19,130 Shares 500 Share Price $38.26 Est. Cost/Share $55.99 Unrealized @ Report Date
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $18,999 Shares 405 Share Price $46.91 Est. Cost/Share $21.87 Unrealized @ Report Date +114.5%
ISVL ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF 0.0%
Value $18,974 Shares 600 Share Price $31.62 Est. Cost/Share $31.68 Unrealized @ Report Date -0.2%
ULTA ULTA BEAUTY INC COM 0.0%
Value $18,824 Shares 40 Share Price $470.60 Est. Cost/Share $489.83 Unrealized @ Report Date -3.9%
POOL POOL CORP COM 0.0%
Value $18,732 Shares 50 Share Price $374.64 * Est. Cost/Share $192.80 Unrealized @ Report Date +87.6%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value $18,710 Shares 50 Share Price $374.20 Est. Cost/Share $291.26 Unrealized @ Report Date +28.0%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value $18,651 Shares 272 Share Price $68.57 Est. Cost/Share $85.15 Unrealized @ Report Date -19.5%
FTV FORTIVE CORP COM 0.0%
Value $18,618 Shares 249 Share Price $74.77 * Est. Cost/Share $36.91 Unrealized @ Report Date +51.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $18,614 Shares 344 Share Price $54.11 * Est. Cost/Share $24.44 Unrealized @ Report Date +111.5%
DTE DTE ENERGY CO COM 0.0%
Value $18,593 Shares 169 Share Price $110.02 * Est. Cost/Share $89.90 Unrealized @ Report Date +12.2%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $18,531 Shares 285 Share Price $65.02 Est. Cost/Share $61.37 Unrealized @ Report Date +6.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value $18,018 Shares 453 Share Price $39.77 Est. Cost/Share $38.53 Unrealized @ Report Date +3.1%
WCC WESCO INTL INC COM 0.0%
Value $17,906 Shares 100 Share Price $179.06 * Est. Cost/Share $142.14 Unrealized @ Report Date +23.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $17,750 Shares 60 Share Price $295.83 Est. Cost/Share $557.27 Unrealized @ Report Date -46.9%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $17,683 Shares 237 Share Price $74.61 Est. Cost/Share $86.11 Unrealized @ Report Date -13.4%
AEE AMEREN CORP COM 0.0%
Value $17,501 Shares 214 Share Price $81.78 * Est. Cost/Share $37.08 Unrealized @ Report Date +103.6%
ACTIVISION BLIZZARD INC COM 0.0%
Value $17,450 Shares 207 Share Price $84.30 Est. Cost/Share $81.62 Unrealized @ Report Date
ES EVERSOURCE ENERGY COM 0.0%
Value $17,446 Shares 246 Share Price $70.92 * Est. Cost/Share $38.85 Unrealized @ Report Date +62.7%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $17,308 Shares 200 Share Price $86.54 Est. Cost/Share $109.24 Unrealized @ Report Date -20.8%
IR INGERSOLL RAND INC COM 0.0%
Value $17,255 Shares 264 Share Price $65.36 Est. Cost/Share $31.60 Unrealized @ Report Date +106.3%
MGA MAGNA INTL INC COM 0.0%
Value $16,932 Shares 300 Share Price $56.44 * Est. Cost/Share $33.44 Unrealized @ Report Date +43.5%
PARAMOUNT GLOBAL CLASS A COM 0.0%
Value $16,852 Shares 908 Share Price $18.56 Est. Cost/Share $44.87 Unrealized @ Report Date
DPZ DOMINOS PIZZA INC COM 0.0%
Value $16,850 Shares 50 Share Price $337.00 * Est. Cost/Share $319.08 Unrealized @ Report Date +2.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $16,830 Shares 1,000 Share Price $16.83 * Est. Cost/Share $10.77 Unrealized @ Report Date +33.9%
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value $16,700 Shares 1,000 Share Price $16.70 Est. Cost/Share $22.73 Unrealized @ Report Date
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value $16,687 Shares 351 Share Price $47.54 * Est. Cost/Share $37.12 Unrealized @ Report Date +24.6%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value $16,521 Shares 235 Share Price $70.30 * Est. Cost/Share $134.70 Unrealized @ Report Date -50.6%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $16,503 Shares 333 Share Price $49.56 Est. Cost/Share $13.55 Unrealized @ Report Date +263.1%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $16,350 Shares 200 Share Price $81.75 Est. Cost/Share $72.58 Unrealized @ Report Date +12.6%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $16,080 Shares 800 Share Price $20.10 * Est. Cost/Share $17.98 Unrealized @ Report Date -4.7%
ATKR ATKORE INC COM 0.0%
Value $15,594 Shares 100 Share Price $155.94 * Est. Cost/Share $126.47 Unrealized @ Report Date 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $15,362 Shares 200 Share Price $76.81 * Est. Cost/Share $16.90 Unrealized @ Report Date +337.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $15,177 Shares 990 Share Price $15.33 Est. Cost/Share $10.92 Unrealized @ Report Date +40.4%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value $14,601 Shares 159 Share Price $91.83 * Est. Cost/Share $73.77 Unrealized @ Report Date +3.0%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $14,509 Shares 234 Share Price $62.00 Est. Cost/Share $78.78 Unrealized @ Report Date
WSO WATSCO INC COM 0.0%
Value $14,496 Shares 38 Share Price $381.47 Est. Cost/Share $339.09 Unrealized @ Report Date +12.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $14,430 Shares 83 Share Price $173.86 * Est. Cost/Share $49.57 Unrealized @ Report Date +75.4%
CFFI C & F FINL CORP COM 0.0%
Value $14,392 Shares 268 Share Price $53.70 * Est. Cost/Share $40.73 Unrealized @ Report Date +22.6%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $14,390 Shares 200 Share Price $71.95 * Est. Cost/Share $65.23 Unrealized @ Report Date +5.6%
DY DYCOM INDS INC COM 0.0%
Value $14,206 Shares 125 Share Price $113.65 Est. Cost/Share $92.92 Unrealized @ Report Date +22.3%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $14,125 Shares 2,500 Share Price $5.65 * Est. Cost/Share $11.92 Unrealized @ Report Date -46.7%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $13,926 Shares 335 Share Price $41.57 Est. Cost/Share $40.70 Unrealized @ Report Date +2.1%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value $13,822 Shares 700 Share Price $19.75 Est. Cost/Share $19.89 Unrealized @ Report Date -0.7%
REET ISHARES GLOBAL REIT ETF 0.0%
Value $13,782 Shares 600 Share Price $22.97 Est. Cost/Share $29.21 Unrealized @ Report Date
ADSK AUTODESK INC COM 0.0%
Value $13,709 Shares 67 Share Price $204.61 Est. Cost/Share $256.83 Unrealized @ Report Date -20.3%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $13,682 Shares 1,214 Share Price $11.27 * Est. Cost/Share $11.70 Unrealized @ Report Date -12.0%
ITT ITT INC COM 0.0%
Value $13,515 Shares 145 Share Price $93.21 Est. Cost/Share $97.81 Unrealized @ Report Date -4.7%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value $13,427 Shares 194 Share Price $69.21 Est. Cost/Share $61.22 Unrealized @ Report Date +13.1%
OEF ISHARES S&P 100 ETF 0.0%
Value $13,252 Shares 64 Share Price $207.06 Est. Cost/Share $99.80 Unrealized @ Report Date +107.5%
PSR INVESCO ACTIVE U.S. REAL ESTATE FUND 0.0%
Value $13,005 Shares 150 Share Price $86.70 Est. Cost/Share $111.70 Unrealized @ Report Date
AUDC AUDIOCODES LTD ORD 0.0%
Value $12,782 Shares 1,400 Share Price $9.13 * Est. Cost/Share $24.27 Unrealized @ Report Date -63.8%
SR SPIRE INC COM 0.0%
Value $12,688 Shares 200 Share Price $63.44 Est. Cost/Share $71.02 Unrealized @ Report Date
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $12,643 Shares 250 Share Price $50.57 Est. Cost/Share $53.70 Unrealized @ Report Date -5.8%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value $12,638 Shares 295 Share Price $42.84 Est. Cost/Share $46.74 Unrealized @ Report Date -8.3%
MUSA MURPHY USA INC COM 0.0%
Value $12,444 Shares 40 Share Price $311.10 Est. Cost/Share $184.28 Unrealized @ Report Date +66.9%
EQT EQT CORP COM 0.0%
Value $12,339 Shares 300 Share Price $41.13 * Est. Cost/Share $30.69 Unrealized @ Report Date +29.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $12,258 Shares 100 Share Price $122.58 Est. Cost/Share $98.69 Unrealized @ Report Date +24.2%
SPLUNK INC COM 0.0%
Value $12,200 Shares 115 Share Price $106.09 Est. Cost/Share $139.54 Unrealized @ Report Date
ILMN ILLUMINA INC COM 0.0%
Value $12,187 Shares 65 Share Price $187.49 * Est. Cost/Share $378.89 Unrealized @ Report Date -51.9%
SOUTHWESTERN ENERGY CO COM 0.0%
Value $12,104 Shares 2,014 Share Price $6.01 Est. Cost/Share $5.23 Unrealized @ Report Date
HUBG HUB GROUP INC CL A 0.0%
Value $12,048 Shares 150 Share Price $80.32 * Est. Cost/Share $43.61 Unrealized @ Report Date -11.3%
SEIC SEI INVTS CO COM 0.0%
Value $11,924 Shares 200 Share Price $59.62 * Est. Cost/Share $51.13 Unrealized @ Report Date +12.9%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value $11,920 Shares 1,000 Share Price $11.92 * Est. Cost/Share $10.67 Unrealized @ Report Date +17.6%
GMED GLOBUS MED INC CL A 0.0%
Value $11,908 Shares 200 Share Price $59.54 Est. Cost/Share $66.24 Unrealized @ Report Date -10.1%
CONSOL ENERGY INC NEW COM 0.0%
Value $11,867 Shares 175 Share Price $67.81 Est. Cost/Share $58.27 Unrealized @ Report Date
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $11,849 Shares 202 Share Price $58.66 Est. Cost/Share $46.63 Unrealized @ Report Date +25.8%
FLR FLUOR CORP NEW COM 0.0%
Value $11,840 Shares 400 Share Price $29.60 * Est. Cost/Share $11.04 Unrealized @ Report Date +159.9%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value $11,715 Shares 140 Share Price $83.68 * Est. Cost/Share $74.60 Unrealized @ Report Date +4.2%
BIIB BIOGEN INC COM 0.0%
Value $11,394 Shares 40 Share Price $284.85 Est. Cost/Share $286.60 Unrealized @ Report Date -0.6%
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value $11,360 Shares 138 Share Price $82.32 Est. Cost/Share $69.37 Unrealized @ Report Date +18.7%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value $11,349 Shares 249 Share Price $45.58 Est. Cost/Share $37.54 Unrealized @ Report Date
ALB ALBEMARLE CORP COM 0.0%
Value $11,312 Shares 51 Share Price $221.80 * Est. Cost/Share $86.26 Unrealized @ Report Date +148.2%
EPAM EPAM SYS INC COM 0.0%
Value $11,238 Shares 50 Share Price $224.76 * Est. Cost/Share $643.63 Unrealized @ Report Date -60.9%
HCA HCA HEALTHCARE INC COM 0.0%
Value $11,229 Shares 37 Share Price $303.49 Est. Cost/Share $248.02 Unrealized @ Report Date +20.0%
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 0.0%
Value $11,057 Shares 100 Share Price $110.57 * Est. Cost/Share $56.45 Unrealized @ Report Date -2.1%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $11,038 Shares 50 Share Price $220.76 Est. Cost/Share $126.54 Unrealized @ Report Date +74.5%
MFS INTER INCOME TR SH BEN INT 0.0%
Value $10,960 Shares 4,000 Share Price $2.74 Est. Cost/Share $4.31 Unrealized @ Report Date
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $10,951 Shares 43 Share Price $254.67 Est. Cost/Share $162.01 Unrealized @ Report Date +57.1%
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value $10,892 Shares 270 Share Price $40.34 * Est. Cost/Share $45.04 Unrealized @ Report Date -23.8%
PEJ INVESCO LEISURE AND ENTERTAINMENT ETF 0.0%
Value $10,790 Shares 258 Share Price $41.82 Est. Cost/Share $46.14 Unrealized @ Report Date -9.4%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value $10,680 Shares 300 Share Price $35.60 Est. Cost/Share $30.93 Unrealized @ Report Date +15.1%
RYN RAYONIER INC COM 0.0%
Value $10,676 Shares 340 Share Price $31.40 Est. Cost/Share $24.72 Unrealized @ Report Date
SKECHERS U S A INC CL A 0.0%
Value $10,532 Shares 200 Share Price $52.66 Est. Cost/Share $52.66 Unrealized @ Report Date
RETL DIREXION DAILY RETAIL BULL 3X SHARES 0.0%
Value $10,530 Shares 1,500 Share Price $7.02 Est. Cost/Share $7.02 Unrealized @ Report Date
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value $10,440 Shares 1,000 Share Price $10.44 Est. Cost/Share $14.35 Unrealized @ Report Date
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $10,374 Shares 100 Share Price $103.74 Est. Cost/Share $89.88 Unrealized @ Report Date +13.4%
RRC RANGE RES CORP COM 0.0%
Value $10,290 Shares 350 Share Price $29.40 Est. Cost/Share $25.18 Unrealized @ Report Date +16.8%
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value $10,210 Shares 1,000 Share Price $10.21 Est. Cost/Share $11.93 Unrealized @ Report Date
ALLE ALLEGION PLC ORD SHS 0.0%
Value $10,202 Shares 85 Share Price $120.02 * Est. Cost/Share $116.62 Unrealized @ Report Date -0.2%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value $10,200 Shares 300 Share Price $34.00 * Est. Cost/Share $32.48 Unrealized @ Report Date 0.0%
MFS MUN INCOME TR SH BEN INT 0.0%
Value $10,080 Shares 1,976 Share Price $5.10 Est. Cost/Share $6.24 Unrealized @ Report Date
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $10,060 Shares 1,000 Share Price $10.06 Est. Cost/Share $12.35 Unrealized @ Report Date
HLN HALEON PLC SPON ADS 0.0%
Value $10,056 Shares 1,200 Share Price $8.38 Est. Cost/Share $6.38 Unrealized @ Report Date +31.3%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value $9,957 Shares 300 Share Price $33.19 Est. Cost/Share $36.62 Unrealized @ Report Date -9.4%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $9,568 Shares 250 Share Price $38.27 Est. Cost/Share $44.66 Unrealized @ Report Date -14.3%
MAG SILVER CORP COM 0.0%
Value $9,447 Shares 848 Share Price $11.14 Est. Cost/Share $17.30 Unrealized @ Report Date
NJR NEW JERSEY RES CORP COM 0.0%
Value $9,440 Shares 200 Share Price $47.20 * Est. Cost/Share $25.00 Unrealized @ Report Date +71.2%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value $9,440 Shares 400 Share Price $23.60 Est. Cost/Share $40.97 Unrealized @ Report Date -42.4%
VIPER ENERGY INC CL A 0.0%
Value $9,391 Shares 350 Share Price $26.83 Est. Cost/Share $28.00 Unrealized @ Report Date
INVESCO MUNI INCOME OPP TRST COM 0.0%
Value $9,360 Shares 1,500 Share Price $6.24 Est. Cost/Share $7.13 Unrealized @ Report Date
ROL ROLLINS INC COM 0.0%
Value $9,337 Shares 218 Share Price $42.83 * Est. Cost/Share $33.68 Unrealized @ Report Date +23.1%
FF FUTUREFUEL CORP COM 0.0%
Value $9,218 Shares 1,042 Share Price $8.85 * Est. Cost/Share $5.83 Unrealized @ Report Date -7.0%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value $9,120 Shares 400 Share Price $22.80 Est. Cost/Share $24.84 Unrealized @ Report Date -8.2%
VRSN VERISIGN INC COM 0.0%
Value $9,039 Shares 40 Share Price $225.97 * Est. Cost/Share $217.22 Unrealized @ Report Date +0.6%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $9,020 Shares 400 Share Price $22.55 Est. Cost/Share $24.83 Unrealized @ Report Date
NWL NEWELL BRANDS INC COM 0.0%
Value $8,700 Shares 1,000 Share Price $8.70 * Est. Cost/Share $8.88 Unrealized @ Report Date 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value $8,646 Shares 150 Share Price $57.64 Est. Cost/Share $54.94 Unrealized @ Report Date
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value $8,606 Shares 740 Share Price $11.63 Est. Cost/Share $16.00 Unrealized @ Report Date
ATI ATI INC COM 0.0%
Value $8,448 Shares 191 Share Price $44.23 * Est. Cost/Share $37.76 Unrealized @ Report Date +1.3%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value $8,415 Shares 35 Share Price $240.43 * Est. Cost/Share $184.09 Unrealized @ Report Date +14.2%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $8,411 Shares 350 Share Price $24.03 * Est. Cost/Share $13.42 Unrealized @ Report Date +87.1%
SXC SUNCOKE ENERGY INC COM 0.0%
Value $8,409 Shares 1,069 Share Price $7.87 Est. Cost/Share $6.20 Unrealized @ Report Date +27.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $8,400 Shares 72 Share Price $116.67 Est. Cost/Share $106.44 Unrealized @ Report Date +9.6%
PINNACLE FINL PARTNERS INC COM 0.0%
Value $8,384 Shares 148 Share Price $56.65 Est. Cost/Share $66.38 Unrealized @ Report Date
FITB FIFTH THIRD BANCORP COM 0.0%
Value $8,309 Shares 317 Share Price $26.21 * Est. Cost/Share $37.13 Unrealized @ Report Date -35.9%
ALC ALCON AG ORD SHS 0.0%
Value $8,211 Shares 100 Share Price $82.11 Est. Cost/Share $57.87 Unrealized @ Report Date +40.9%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $8,210 Shares 280 Share Price $29.32 * Est. Cost/Share $12.03 Unrealized @ Report Date +123.2%
NTB BANK OF NT BUTTERFIELD&SON LTD SHS NEW 0.0%
Value $8,208 Shares 300 Share Price $27.36 * Est. Cost/Share $27.68 Unrealized @ Report Date -16.9%
FICO FAIR ISAAC CORP COM 0.0%
Value $8,092 Shares 10 Share Price $809.20 Est. Cost/Share $749.78 Unrealized @ Report Date +7.9%
UA UNDER ARMOUR INC CL C 0.0%
Value $8,052 Shares 1,200 Share Price $6.71 Est. Cost/Share $20.00 Unrealized @ Report Date -66.5%
TTEK TETRA TECH INC NEW COM 0.0%
Value $8,023 Shares 49 Share Price $163.73 * Est. Cost/Share $29.41 Unrealized @ Report Date +11.3%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value $7,999 Shares 120 Share Price $66.66 Est. Cost/Share $59.66 Unrealized @ Report Date +11.7%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $7,983 Shares 39 Share Price $204.69 * Est. Cost/Share $169.19 Unrealized @ Report Date +15.6%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value $7,936 Shares 176 Share Price $45.09 * Est. Cost/Share $36.35 Unrealized @ Report Date +6.1%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value $7,866 Shares 740 Share Price $10.63 Est. Cost/Share $13.59 Unrealized @ Report Date
RPAY REPAY HLDGS CORP COM CL A 0.0%
Value $7,830 Shares 1,000 Share Price $7.83 * Est. Cost/Share $12.17 Unrealized @ Report Date -44.7%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value $7,751 Shares 150 Share Price $51.67 * Est. Cost/Share $21.84 Unrealized @ Report Date +129.5%
ETSY ETSY INC COM 0.0%
Value $7,700 Shares 91 Share Price $84.62 Est. Cost/Share $156.93 Unrealized @ Report Date -46.1%
ABNB AIRBNB INC COM CL A 0.0%
Value $7,690 Shares 60 Share Price $128.17 Est. Cost/Share $134.71 Unrealized @ Report Date -4.9%
EVGO EVGO INC CL A COM 0.0%
Value $7,680 Shares 1,920 Share Price $4.00 Est. Cost/Share $5.10 Unrealized @ Report Date -21.6%
IRM IRON MTN INC DEL COM 0.0%
Value $7,671 Shares 135 Share Price $56.82 * Est. Cost/Share $49.91 Unrealized @ Report Date +4.7%
PETIQ INC COM CL A 0.0%
Value $7,585 Shares 500 Share Price $15.17 Est. Cost/Share $38.60 Unrealized @ Report Date
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value $7,517 Shares 41 Share Price $183.34 * Est. Cost/Share $117.49 Unrealized @ Report Date +22.5%
RMBS RAMBUS INC DEL COM 0.0%
Value $7,508 Shares 117 Share Price $64.17 * Est. Cost/Share $55.06 Unrealized @ Report Date 0.0%
LMB LIMBACH HLDGS INC COM 0.0%
Value $7,419 Shares 300 Share Price $24.73 * Est. Cost/Share $20.11 Unrealized @ Report Date 0.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $7,371 Shares 47 Share Price $156.83 Est. Cost/Share $120.78 Unrealized @ Report Date +29.2%
ENPH ENPHASE ENERGY INC COM 0.0%
Value $7,369 Shares 44 Share Price $167.48 Est. Cost/Share $194.89 Unrealized @ Report Date -14.1%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $7,326 Shares 900 Share Price $8.14 Est. Cost/Share $5.75 Unrealized @ Report Date
APPN APPIAN CORP CL A 0.0%
Value $7,140 Shares 150 Share Price $47.60 * Est. Cost/Share $83.11 Unrealized @ Report Date -49.3%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $7,032 Shares 130 Share Price $54.09 Est. Cost/Share $40.54 Unrealized @ Report Date +33.4%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $6,972 Shares 100 Share Price $69.72 Est. Cost/Share $53.02 Unrealized @ Report Date +31.5%
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value $6,960 Shares 750 Share Price $9.28 Est. Cost/Share $27.12 Unrealized @ Report Date -65.8%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $6,901 Shares 50 Share Price $138.02 * Est. Cost/Share $91.77 Unrealized @ Report Date +46.8%
LEN LENNAR CORP CL A 0.0%
Value $6,892 Shares 55 Share Price $125.31 * Est. Cost/Share $48.00 Unrealized @ Report Date +143.8%
SAP SAP SE SPON ADR 0.0%
Value $6,841 Shares 50 Share Price $136.82 Est. Cost/Share $126.13 Unrealized @ Report Date +8.5%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $6,833 Shares 200 Share Price $34.16 Est. Cost/Share $47.62 Unrealized @ Report Date
EQX EQUINOX GOLD CORP COM 0.0%
Value $6,820 Shares 1,489 Share Price $4.58 * Est. Cost/Share $7.30 Unrealized @ Report Date -31.4%
WAB WABTEC COM 0.0%
Value $6,800 Shares 62 Share Price $109.68 Est. Cost/Share $69.86 Unrealized @ Report Date +55.0%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $6,798 Shares 80 Share Price $84.97 Est. Cost/Share $31.39 Unrealized @ Report Date
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $6,759 Shares 89 Share Price $75.94 Est. Cost/Share $70.89 Unrealized @ Report Date +7.1%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $6,704 Shares 400 Share Price $16.76 Est. Cost/Share $19.81 Unrealized @ Report Date -15.4%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $6,597 Shares 100 Share Price $65.97 * Est. Cost/Share $51.48 Unrealized @ Report Date +15.7%
EVX VANECK ENVIRONMENTAL SERVICES ETF 0.0%
Value $6,464 Shares 40 Share Price $161.60 * Est. Cost/Share $28.01 Unrealized @ Report Date +15.4%
BLACKROCK LTD DURATION INCOME COM SHS 0.0%
Value $6,440 Shares 500 Share Price $12.88 Est. Cost/Share $16.75 Unrealized @ Report Date
ROKU ROKU INC COM CL A 0.0%
Value $6,396 Shares 100 Share Price $63.96 Est. Cost/Share $354.75 Unrealized @ Report Date -82.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $6,322 Shares 200 Share Price $31.61 * Est. Cost/Share $22.78 Unrealized @ Report Date +30.9%
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $6,276 Shares 290 Share Price $21.64 Est. Cost/Share $21.70 Unrealized @ Report Date -0.3%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value $6,215 Shares 125 Share Price $49.72 Est. Cost/Share $50.02 Unrealized @ Report Date -0.6%
WLK WESTLAKE CORPORATION COM 0.0%
Value $6,212 Shares 52 Share Price $119.46 * Est. Cost/Share $115.03 Unrealized @ Report Date -5.4%
VRSK VERISK ANALYTICS INC COM 0.0%
Value $6,103 Shares 27 Share Price $226.04 Est. Cost/Share $212.40 Unrealized @ Report Date +4.8%
LW LAMB WESTON HLDGS INC COM 0.0%
Value $6,092 Shares 53 Share Price $114.94 * Est. Cost/Share $93.74 Unrealized @ Report Date +13.1%
QURE UNIQURE NV SHS 0.0%
Value $6,017 Shares 525 Share Price $11.46 * Est. Cost/Share $20.98 Unrealized @ Report Date -9.7%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value $5,925 Shares 64 Share Price $92.58 Est. Cost/Share $93.48 Unrealized @ Report Date -1.7%
WCN WASTE CONNECTIONS INC COM 0.0%
Value $5,860 Shares 41 Share Price $142.93 Est. Cost/Share $115.43 Unrealized @ Report Date +21.9%
PLUG PLUG POWER INC COM NEW 0.0%
Value $5,818 Shares 560 Share Price $10.39 Est. Cost/Share $6.65 Unrealized @ Report Date +56.1%
TDC TERADATA CORP DEL COM 0.0%
Value $5,661 Shares 106 Share Price $53.41 Est. Cost/Share $45.50 Unrealized @ Report Date +17.4%
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value $5,646 Shares 300 Share Price $18.82 * Est. Cost/Share $20.31 Unrealized @ Report Date 0.0%
NUVEEN MUN VALUE FD INC COM 0.0%
Value $5,541 Shares 637 Share Price $8.70 Est. Cost/Share $10.20 Unrealized @ Report Date
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $5,456 Shares 50 Share Price $109.12 * Est. Cost/Share $28.60 Unrealized @ Report Date +231.5%
MTB M & T BK CORP COM 0.0%
Value $5,445 Shares 44 Share Price $123.75 * Est. Cost/Share $149.08 Unrealized @ Report Date -25.8%
JETS U.S. GLOBAL JETS ETF 0.0%
Value $5,355 Shares 250 Share Price $21.42 Est. Cost/Share $24.54 Unrealized @ Report Date -12.7%
FDIQ INVESCO KBW REGIONAL BANKING ETF 0.0%
Value $5,206 Shares 120 Share Price $43.38 Est. Cost/Share $55.40 Unrealized @ Report Date -21.7%
OTEX OPEN TEXT CORP COM 0.0%
Value $5,194 Shares 125 Share Price $41.55 * Est. Cost/Share $43.91 Unrealized @ Report Date -16.0%
APA APA CORPORATION COM 0.0%
Value $5,126 Shares 150 Share Price $34.17 * Est. Cost/Share $30.86 Unrealized @ Report Date +2.4%
COHR COHERENT CORP COM 0.0%
Value $5,098 Shares 100 Share Price $50.98 * Est. Cost/Share $40.69 Unrealized @ Report Date -8.8%
GRAFTECH INTL LTD COM 0.0%
Value $5,085 Shares 1,009 Share Price $5.04 Est. Cost/Share $12.23 Unrealized @ Report Date
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $5,030 Shares 175 Share Price $28.74 Est. Cost/Share $28.74 Unrealized @ Report Date
DLR DIGITAL RLTY TR INC COM 0.0%
Value $5,010 Shares 44 Share Price $113.86 * Est. Cost/Share $119.63 Unrealized @ Report Date -24.3%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $4,988 Shares 422 Share Price $11.82 Est. Cost/Share $16.37 Unrealized @ Report Date
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $4,972 Shares 13 Share Price $382.46 Est. Cost/Share $425.92 Unrealized @ Report Date -10.8%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value $4,970 Shares 86 Share Price $57.79 Est. Cost/Share $43.59 Unrealized @ Report Date +32.6%
LIVENT CORP COM 0.0%
Value $4,910 Shares 179 Share Price $27.43 Est. Cost/Share $20.34 Unrealized @ Report Date
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $4,862 Shares 9 Share Price $540.22 Est. Cost/Share $500.08 Unrealized @ Report Date +6.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $4,829 Shares 53 Share Price $91.11 Est. Cost/Share $98.04 Unrealized @ Report Date -7.1%
EINC VANECK ENERGY INCOME ETF 0.0%
Value $4,819 Shares 75 Share Price $64.25 Est. Cost/Share $61.96 Unrealized @ Report Date +3.7%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value $4,789 Shares 220 Share Price $21.77 Est. Cost/Share $20.86 Unrealized @ Report Date +4.3%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $4,735 Shares 46 Share Price $102.93 Est. Cost/Share $147.39 Unrealized @ Report Date -30.2%
FIRST TR ENERGY INFRASTRCTR FD COM 0.0%
Value $4,704 Shares 320 Share Price $14.70 Est. Cost/Share $8.99 Unrealized @ Report Date
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $4,640 Shares 150 Share Price $30.93 Est. Cost/Share $37.61 Unrealized @ Report Date -17.8%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value $4,635 Shares 20 Share Price $231.75 * Est. Cost/Share $317.61 Unrealized @ Report Date -30.3%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value $4,569 Shares 58 Share Price $78.78 Est. Cost/Share $57.35 Unrealized @ Report Date +37.4%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value $4,554 Shares 550 Share Price $8.28 Est. Cost/Share $14.90 Unrealized @ Report Date -44.4%
GAP GAP INC COM 0.0%
Value $4,465 Shares 500 Share Price $8.93 * Est. Cost/Share $17.56 Unrealized @ Report Date -53.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $4,454 Shares 123 Share Price $36.21 * Est. Cost/Share $41.71 Unrealized @ Report Date -17.9%
CRK COMSTOCK RES INC COM 0.0%
Value $4,454 Shares 384 Share Price $11.60 * Est. Cost/Share $16.21 Unrealized @ Report Date -37.8%
SNA SNAP ON INC COM 0.0%
Value $4,323 Shares 15 Share Price $288.20 * Est. Cost/Share $197.64 Unrealized @ Report Date +36.5%
SYNA SYNAPTICS INC COM 0.0%
Value $4,269 Shares 50 Share Price $85.38 Est. Cost/Share $86.78 Unrealized @ Report Date -1.6%
TRP TC ENERGY CORP COM 0.0%
Value $4,203 Shares 104 Share Price $40.41 * Est. Cost/Share $32.58 Unrealized @ Report Date +10.3%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value $4,000 Shares 100 Share Price $40.00 * Est. Cost/Share $32.27 Unrealized @ Report Date +19.6%
ESS ESSEX PPTY TR INC COM 0.0%
Value $3,983 Shares 17 Share Price $234.29 * Est. Cost/Share $254.41 Unrealized @ Report Date -22.5%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value $3,962 Shares 100 Share Price $39.62 Est. Cost/Share $27.89 Unrealized @ Report Date +42.1%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $3,788 Shares 25 Share Price $151.52 * Est. Cost/Share $95.74 Unrealized @ Report Date +43.1%
PPG PPG INDS INC COM 0.0%
Value $3,708 Shares 25 Share Price $148.32 * Est. Cost/Share $131.68 Unrealized @ Report Date 0.0%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $3,643 Shares 13 Share Price $280.23 * Est. Cost/Share $33.70 Unrealized @ Report Date +66.3%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $3,550 Shares 200 Share Price $17.75 Est. Cost/Share $22.83 Unrealized @ Report Date -22.3%
TDOC TELADOC HEALTH INC COM 0.0%
Value $3,545 Shares 140 Share Price $25.32 Est. Cost/Share $174.17 Unrealized @ Report Date -85.5%
CF CF INDS HLDGS INC COM 0.0%
Value $3,471 Shares 50 Share Price $69.42 * Est. Cost/Share $76.13 Unrealized @ Report Date -14.1%
BURL BURLINGTON STORES INC COM 0.0%
Value $3,463 Shares 22 Share Price $157.41 * Est. Cost/Share $218.50 Unrealized @ Report Date -21.5%
UEC URANIUM ENERGY CORP COM 0.0%
Value $3,400 Shares 1,000 Share Price $3.40 * Est. Cost/Share $2.85 Unrealized @ Report Date 0.0%
PRSU VIAD CORP COM 0.0%
Value $3,387 Shares 126 Share Price $26.88 Est. Cost/Share $27.25 Unrealized @ Report Date -1.3%
VALE VALE S A SPONSORED ADS 0.0%
Value $3,355 Shares 250 Share Price $13.42 Est. Cost/Share $17.31 Unrealized @ Report Date -22.5%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $3,332 Shares 200 Share Price $16.66 Est. Cost/Share $115.22 Unrealized @ Report Date -85.5%
ENS ENERSYS COM 0.0%
Value $3,256 Shares 30 Share Price $108.53 * Est. Cost/Share $75.07 Unrealized @ Report Date +41.2%
PINS PINTEREST INC CL A 0.0%
Value $3,253 Shares 119 Share Price $27.34 Est. Cost/Share $32.79 Unrealized @ Report Date -16.6%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $3,196 Shares 400 Share Price $7.99 Est. Cost/Share $6.96 Unrealized @ Report Date +14.9%
CEREVEL THERAPEUTICS HLDNG INC COM 0.0%
Value $3,179 Shares 100 Share Price $31.79 Est. Cost/Share $13.73 Unrealized @ Report Date
AVIDXCHANGE HOLDINGS INC COM 0.0%
Value $3,114 Shares 300 Share Price $10.38 Est. Cost/Share $10.38 Unrealized @ Report Date
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $3,097 Shares 35 Share Price $88.49 * Est. Cost/Share $91.68 Unrealized @ Report Date -6.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $3,067 Shares 52 Share Price $58.98 Est. Cost/Share $63.11 Unrealized @ Report Date -6.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value $2,988 Shares 26 Share Price $114.92 Est. Cost/Share $138.80 Unrealized @ Report Date
LEA LEAR CORP COM NEW 0.0%
Value $2,871 Shares 20 Share Price $143.55 * Est. Cost/Share $103.03 Unrealized @ Report Date +19.2%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value $2,838 Shares 100 Share Price $28.38 Est. Cost/Share $27.88 Unrealized @ Report Date
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value $2,783 Shares 41 Share Price $67.88 Est. Cost/Share $235.14 Unrealized @ Report Date -71.1%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $2,693 Shares 191 Share Price $14.10 Est. Cost/Share $20.95 Unrealized @ Report Date
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value $2,618 Shares 80 Share Price $32.73 Est. Cost/Share $30.88 Unrealized @ Report Date
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $2,610 Shares 45 Share Price $58.00 * Est. Cost/Share $55.13 Unrealized @ Report Date +0.5%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value $2,590 Shares 17 Share Price $152.35 Est. Cost/Share $150.99 Unrealized @ Report Date +0.9%
FLO FLOWERS FOODS INC COM 0.0%
Value $2,339 Shares 94 Share Price $24.88 * Est. Cost/Share $13.78 Unrealized @ Report Date +58.4%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value $2,326 Shares 200 Share Price $11.63 Est. Cost/Share $8.19 Unrealized @ Report Date +42.0%
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value $2,280 Shares 150 Share Price $15.20 Est. Cost/Share $16.93 Unrealized @ Report Date
BOX BOX INC CL A 0.0%
Value $2,204 Shares 75 Share Price $29.39 Est. Cost/Share $27.51 Unrealized @ Report Date +6.8%
WYNN WYNN RESORTS LTD COM 0.0%
Value $2,117 Shares 20 Share Price $105.85 * Est. Cost/Share $72.16 Unrealized @ Report Date +42.6%
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value $2,018 Shares 40 Share Price $50.45 * Est. Cost/Share $20.45 Unrealized @ Report Date +23.3%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $1,975 Shares 30 Share Price $65.83 * Est. Cost/Share $66.93 Unrealized @ Report Date -9.3%
XEL XCEL ENERGY INC COM 0.0%
Value $1,927 Shares 31 Share Price $62.16 * Est. Cost/Share $64.86 Unrealized @ Report Date -12.1%
HDSN HUDSON TECHNOLOGIES INC COM 0.0%
Value $1,924 Shares 200 Share Price $9.62 * Est. Cost/Share $9.68 Unrealized @ Report Date -10.2%
AES AES CORP COM 0.0%
Value $1,866 Shares 90 Share Price $20.73 * Est. Cost/Share $19.34 Unrealized @ Report Date -4.8%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $1,827 Shares 12 Share Price $152.25 Est. Cost/Share $129.31 Unrealized @ Report Date +17.7%
KBE SPDR S&P BANK ETF 0.0%
Value $1,800 Shares 50 Share Price $36.00 Est. Cost/Share $47.23 Unrealized @ Report Date
RBLX ROBLOX CORP CL A 0.0%
Value $1,773 Shares 44 Share Price $40.30 Est. Cost/Share $84.12 Unrealized @ Report Date -52.1%
PJT PJT PARTNERS INC COM CL A 0.0%
Value $1,741 Shares 25 Share Price $69.64 * Est. Cost/Share $62.45 Unrealized @ Report Date +9.3%
GM GENERAL MTRS CO COM 0.0%
Value $1,735 Shares 45 Share Price $38.56 * Est. Cost/Share $56.05 Unrealized @ Report Date -33.0%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $1,700 Shares 250 Share Price $6.80 Est. Cost/Share $13.14 Unrealized @ Report Date -48.2%
HNST HONEST CO INC COM 0.0%
Value $1,687 Shares 1,004 Share Price $1.68 Est. Cost/Share $2.88 Unrealized @ Report Date -40.9%
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value $1,660 Shares 50 Share Price $33.20 * Est. Cost/Share $41.65 Unrealized @ Report Date -27.1%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $1,627 Shares 46 Share Price $35.37 Est. Cost/Share $32.24 Unrealized @ Report Date
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $1,620 Shares 211 Share Price $7.68 Est. Cost/Share $3.11 Unrealized @ Report Date +147.2%
NGD NEW GOLD INC CDA COM 0.0%
Value $1,620 Shares 1,500 Share Price $1.08 * Est. Cost/Share $3.61 Unrealized @ Report Date -65.7%
TRI THOMSON REUTERS CORP. COM 0.0%
Value $1,619 Shares 12 Share Price $134.92 * Est. Cost/Share $62.23 Unrealized @ Report Date +96.7%
CHICOS FAS INC COM 0.0%
Value $1,605 Shares 300 Share Price $5.35 Est. Cost/Share $5.38 Unrealized @ Report Date
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $1,602 Shares 20 Share Price $80.10 * Est. Cost/Share $47.06 Unrealized @ Report Date +53.8%
FR FIRST INDL RLTY TR INC COM 0.0%
Value $1,566 Shares 30 Share Price $52.20 Est. Cost/Share $40.59 Unrealized @ Report Date
SONO SONOS INC COM 0.0%
Value $1,551 Shares 95 Share Price $16.33 Est. Cost/Share $30.55 Unrealized @ Report Date -46.5%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $1,512 Shares 70 Share Price $21.60 * Est. Cost/Share $25.42 Unrealized @ Report Date -23.5%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $1,506 Shares 20 Share Price $75.30 Est. Cost/Share $38.09 Unrealized @ Report Date
UPST UPSTART HLDGS INC COM 0.0%
Value $1,468 Shares 41 Share Price $35.80 Est. Cost/Share $209.59 Unrealized @ Report Date -82.9%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value $1,456 Shares 36 Share Price $40.44 Est. Cost/Share $26.31 Unrealized @ Report Date +50.8%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value $1,427 Shares 19 Share Price $75.11 Est. Cost/Share $73.30 Unrealized @ Report Date +2.4%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $1,426 Shares 40 Share Price $35.65 Est. Cost/Share $49.58 Unrealized @ Report Date
NRG NRG ENERGY INC COM NEW 0.0%
Value $1,421 Shares 38 Share Price $37.39 * Est. Cost/Share $25.99 Unrealized @ Report Date +36.0%
ARKK ARK INNOVATION ETF 0.0%
Value $1,324 Shares 30 Share Price $44.13 Est. Cost/Share $50.86 Unrealized @ Report Date -13.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $1,315 Shares 99 Share Price $13.28 Est. Cost/Share $16.10 Unrealized @ Report Date -17.5%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value $1,312 Shares 40 Share Price $32.80 Est. Cost/Share $31.35 Unrealized @ Report Date
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $1,281 Shares 26 Share Price $49.27 * Est. Cost/Share $26.34 Unrealized @ Report Date -6.4%
AVNS AVANOS MED INC COM 0.0%
Value $1,252 Shares 49 Share Price $25.55 * Est. Cost/Share $41.62 Unrealized @ Report Date -36.7%
GOEX GLOBAL X GOLD EXPLORERS ETF 0.0%
Value $1,204 Shares 50 Share Price $24.08 Est. Cost/Share $35.06 Unrealized @ Report Date
PBJ INVESCO FOOD & BEVERAGE ETF 0.0%
Value $1,136 Shares 25 Share Price $45.44 Est. Cost/Share $40.29 Unrealized @ Report Date
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value $1,128 Shares 13 Share Price $86.77 Est. Cost/Share $89.23 Unrealized @ Report Date
SKT TANGER INC COM 0.0%
Value $1,104 Shares 50 Share Price $22.08 Est. Cost/Share $9.32 Unrealized @ Report Date
URA GLOBAL X URANIUM ETF 0.0%
Value $1,085 Shares 50 Share Price $21.70 Est. Cost/Share $20.88 Unrealized @ Report Date +3.9%
ORGN ORIGIN MATERIALS INC COM 0.0%
Value $1,065 Shares 250 Share Price $4.26 Est. Cost/Share $5.90 Unrealized @ Report Date -27.3%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $1,040 Shares 40 Share Price $26.00 Est. Cost/Share $43.35 Unrealized @ Report Date
NVCR NOVOCURE LTD ORD SHS 0.0%
Value $1,038 Shares 25 Share Price $41.52 Est. Cost/Share $100.38 Unrealized @ Report Date -58.7%
EXC EXELON CORP COM 0.0%
Value $1,019 Shares 25 Share Price $40.76 * Est. Cost/Share $35.24 Unrealized @ Report Date +5.1%
MAT MATTEL INC COM 0.0%
Value $977 Shares 50 Share Price $19.54 Est. Cost/Share $15.68 Unrealized @ Report Date +24.6%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $933 Shares 184 Share Price $5.07 Est. Cost/Share $4.96 Unrealized @ Report Date +2.2%
BIGGQ BIG LOTS INC COM 0.0%
Value $883 Shares 100 Share Price $8.83 * Est. Cost/Share $36.70 Unrealized @ Report Date -76.9%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value $879 Shares 100 Share Price $8.79 Est. Cost/Share $8.79 Unrealized @ Report Date
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $843 Shares 17 Share Price $49.59 * Est. Cost/Share $39.07 Unrealized @ Report Date +15.1%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $815 Shares 13 Share Price $62.69 * Est. Cost/Share $83.23 Unrealized @ Report Date -33.1%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $797 Shares 10 Share Price $79.70 * Est. Cost/Share $47.26 Unrealized @ Report Date +52.9%
WIX WIX COM LTD SHS 0.0%
Value $782 Shares 10 Share Price $78.20 * Est. Cost/Share $128.01 Unrealized @ Report Date -35.7%
RICK RCI HOSPITALITY HLDGS INC COM 0.0%
Value $760 Shares 10 Share Price $76.00 Est. Cost/Share $62.35 Unrealized @ Report Date +20.5%
DIBS 1STDIBS COM INC COM 0.0%
Value $748 Shares 200 Share Price $3.74 Est. Cost/Share $13.91 Unrealized @ Report Date -72.6%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value $740 Shares 37 Share Price $20.00 Est. Cost/Share $20.00 Unrealized @ Report Date
FMC FMC CORP COM NEW 0.0%
Value $730 Shares 7 Share Price $104.29 * Est. Cost/Share $93.49 Unrealized @ Report Date +0.1%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value $715 Shares 10 Share Price $71.50 Est. Cost/Share $67.02 Unrealized @ Report Date +6.7%
RCUS ARCUS BIOSCIENCES INC COM 0.0%
Value $609 Shares 30 Share Price $20.30 * Est. Cost/Share $33.51 Unrealized @ Report Date -43.2%
ZIMVIE INC COM 0.0%
Value $573 Shares 51 Share Price $11.24 Est. Cost/Share $22.84 Unrealized @ Report Date
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value $554 Shares 72 Share Price $7.69 Est. Cost/Share $8.50 Unrealized @ Report Date -9.5%
FUBO FUBOTV INC COM 0.0%
Value $551 Shares 265 Share Price $2.08 * Est. Cost/Share $1.60 Unrealized @ Report Date 0.0%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value $549 Shares 21 Share Price $26.14 Est. Cost/Share $32.71 Unrealized @ Report Date -20.1%
BLNK BLINK CHARGING CO COM 0.0%
Value $521 Shares 87 Share Price $5.99 * Est. Cost/Share $33.45 Unrealized @ Report Date -79.3%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $521 Shares 11 Share Price $47.36 Est. Cost/Share $51.69 Unrealized @ Report Date -8.4%
NIOCORP DEVS LTD COM NEW 0.0%
Value $503 Shares 100 Share Price $5.03 Est. Cost/Share $0.86 Unrealized @ Report Date
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value $478 Shares 160 Share Price $2.99 Est. Cost/Share $33.69 Unrealized @ Report Date
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value $471 Shares 14 Share Price $33.64 Est. Cost/Share $34.31 Unrealized @ Report Date -2.0%
MDB MONGODB INC CL A 0.0%
Value $411 Shares 1 Share Price $411.00 Est. Cost/Share $499.94 Unrealized @ Report Date -17.8%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value $383 Shares 14 Share Price $27.36 Est. Cost/Share $34.62 Unrealized @ Report Date -20.9%
ONL ORION OFFICE REIT INC COM 0.0%
Value $370 Shares 56 Share Price $6.61 Est. Cost/Share $18.67 Unrealized @ Report Date
PYROGENESIS CDA INC COM 0.0%
Value $352 Shares 500 Share Price $0.70 Est. Cost/Share $5.40 Unrealized @ Report Date
DESKTOP METAL INC COM CL A 0.0%
Value $310 Shares 175 Share Price $1.77 Est. Cost/Share $11.50 Unrealized @ Report Date
LE LANDS END INC NEW COM 0.0%
Value $233 Shares 30 Share Price $7.77 Est. Cost/Share $8.38 Unrealized @ Report Date -7.4%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value $231 Shares 3 Share Price $77.00 Est. Cost/Share $67.61 Unrealized @ Report Date +13.9%
CRON CRONOS GROUP INC COM 0.0%
Value $156 Shares 79 Share Price $1.97 Est. Cost/Share $14.79 Unrealized @ Report Date -86.7%
SE SEA LTD SPONSORD ADS 0.0%
Value $116 Shares 2 Share Price $58.00 Est. Cost/Share $199.68 Unrealized @ Report Date -70.9%
MINERVA NEUROSCIENCES INC COM NEW 0.0%
Value $110 Shares 12 Share Price $9.17 Est. Cost/Share $12.55 Unrealized @ Report Date
LMND LEMONADE INC COM 0.0%
Value $84 Shares 5 Share Price $16.80 Est. Cost/Share $20.86 Unrealized @ Report Date -19.2%
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value $77 Shares 27 Share Price $2.85 Est. Cost/Share $0.15 Unrealized @ Report Date
UPLD UPLAND SOFTWARE INC COM 0.0%
Value $61 Shares 17 Share Price $3.59 * Est. Cost/Share $48.25 Unrealized @ Report Date -92.9%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $42 Shares 1,000 Share Price $0.04 * Est. Cost/Share $32.57 Unrealized @ Report Date +17.7%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $27 Shares 1,000 Share Price $0.03 * Est. Cost/Share $24.26 Unrealized @ Report Date +9.5%
TRUP TRUPANION INC COM 0.0%
Value $20 Shares 1 Share Price $20.00 * Est. Cost/Share $91.83 Unrealized @ Report Date -69.3%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value $17 Shares 45 Share Price $0.38 * Est. Cost/Share $306.74 Unrealized @ Report Date -98.7%