Anchor Investment Management, LLC Diversified Active

Location: Columbia, SC

CIK: 0001634149 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value: $697M (100.0% shares, 0.0% debt)

Holdings (950)

MSFT MICROSOFT CORP COM 3.0%
Value $20.99M Shares 87,541 Share Price $239.82 * Est. Cost/Share $73.77 Unrealized @ Report Date +217.5%
V VISA INC COM CL A 2.7%
Value $19.13M Shares 92,069 Share Price $207.76 * Est. Cost/Share $83.09 Unrealized @ Report Date +144.5%
AAPL APPLE INC COM 1.9%
Value $13.45M Shares 103,497 Share Price $129.93 Est. Cost/Share $95.44 Unrealized @ Report Date +34.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 1.9%
Value $13.14M Shares 291,068 Share Price $45.15 * Est. Cost/Share $14.92 Unrealized @ Report Date +0.8%
ABBV ABBVIE INC COM 1.8%
Value $12.71M Shares 78,634 Share Price $161.61 * Est. Cost/Share $61.96 Unrealized @ Report Date +133.7%
JNJ JOHNSON & JOHNSON COM 1.8%
Value $12.53M Shares 70,944 Share Price $176.65 * Est. Cost/Share $105.73 Unrealized @ Report Date +52.5%
XOM EXXON MOBIL CORP COM 1.6%
Value $10.89M Shares 98,761 Share Price $110.30 * Est. Cost/Share $47.21 Unrealized @ Report Date +110.8%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 1.5%
Value $10.56M Shares 515,597 Share Price $20.49 Est. Cost/Share $21.10 Unrealized @ Report Date
QQQ INVESCO QQQ TRUST SERIES I 1.5%
Value $10.37M Shares 38,944 Share Price $266.28 Est. Cost/Share $222.67 Unrealized @ Report Date +19.6%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 1.5%
Value $10.14M Shares 503,593 Share Price $20.14 Est. Cost/Share $20.85 Unrealized @ Report Date
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 1.4%
Value $9.722M Shares 463,388 Share Price $20.98 Est. Cost/Share $21.14 Unrealized @ Report Date
UPS UNITED PARCEL SERVICE INC CL B 1.3%
Value $9.288M Shares 53,427 Share Price $173.84 * Est. Cost/Share $88.98 Unrealized @ Report Date +67.7%
SCHP SCHWAB US TIPS ETF 1.3%
Value $8.963M Shares 173,063 Share Price $51.79 * Est. Cost/Share $30.50 Unrealized @ Report Date -15.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value $8.924M Shares 28,889 Share Price $308.90 Est. Cost/Share $205.42 Unrealized @ Report Date +50.4%
MRK MERCK & CO INC COM 1.2%
Value $8.385M Shares 75,575 Share Price $110.95 * Est. Cost/Share $53.77 Unrealized @ Report Date +88.3%
PFE PFIZER INC COM 1.2%
Value $8.288M Shares 161,750 Share Price $51.24 * Est. Cost/Share $23.97 Unrealized @ Report Date +79.7%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value $8.08M Shares 91,066 Share Price $88.73 Est. Cost/Share $108.22 Unrealized @ Report Date -18.6%
LOW LOWES COS INC COM 1.1%
Value $7.999M Shares 40,149 Share Price $199.24 * Est. Cost/Share $84.72 Unrealized @ Report Date +121.6%
UNH UNITEDHEALTH GROUP INC COM 1.1%
Value $7.767M Shares 14,650 Share Price $530.17 * Est. Cost/Share $189.01 Unrealized @ Report Date +165.5%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.1%
Value $7.726M Shares 102,751 Share Price $75.19 Est. Cost/Share $79.54 Unrealized @ Report Date -5.5%
UNP UNION PAC CORP COM 1.1%
Value $7.541M Shares 36,420 Share Price $207.07 * Est. Cost/Share $80.96 Unrealized @ Report Date +138.4%
DUK DUKE ENERGY CORP NEW COM NEW 1.0%
Value $7.201M Shares 69,916 Share Price $102.99 * Est. Cost/Share $59.66 Unrealized @ Report Date +53.3%
SCHM SCHWAB U.S. MID-CAP ETF 1.0%
Value $7.083M Shares 107,956 Share Price $65.61 * Est. Cost/Share $19.39 Unrealized @ Report Date +12.8%
KO COCA COLA CO COM 1.0%
Value $6.642M Shares 104,411 Share Price $63.61 * Est. Cost/Share $36.76 Unrealized @ Report Date +58.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.9%
Value $6.497M Shares 20,341 Share Price $319.42 * Est. Cost/Share $31.36 Unrealized @ Report Date +27.3%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.9%
Value $6.005M Shares 7,918 Share Price $758.36 Est. Cost/Share $290.90 Unrealized @ Report Date +157.8%
ABT ABBOTT LABS COM 0.8%
Value $5.721M Shares 52,111 Share Price $109.79 * Est. Cost/Share $42.31 Unrealized @ Report Date +144.8%
PG PROCTER AND GAMBLE CO COM 0.8%
Value $5.631M Shares 37,151 Share Price $151.56 * Est. Cost/Share $82.17 Unrealized @ Report Date +71.0%
HD HOME DEPOT INC COM 0.8%
Value $5.625M Shares 17,809 Share Price $315.86 * Est. Cost/Share $111.77 Unrealized @ Report Date +161.8%
CVX CHEVRON CORP NEW COM 0.8%
Value $5.599M Shares 31,193 Share Price $179.49 * Est. Cost/Share $80.09 Unrealized @ Report Date +97.6%
DIS DISNEY WALT CO COM 0.8%
Value $5.473M Shares 62,993 Share Price $86.88 * Est. Cost/Share $102.14 Unrealized @ Report Date -16.9%
ENB ENBRIDGE INC COM 0.8%
Value $5.434M Shares 138,971 Share Price $39.10 * Est. Cost/Share $24.70 Unrealized @ Report Date +29.8%
WM WASTE MGMT INC DEL COM 0.7%
Value $5.049M Shares 32,187 Share Price $156.88 * Est. Cost/Share $45.95 Unrealized @ Report Date +225.8%
SO SOUTHERN CO COM 0.7%
Value $4.998M Shares 69,987 Share Price $71.41 * Est. Cost/Share $39.82 Unrealized @ Report Date +60.8%
LLY ELI LILLY & CO COM 0.7%
Value $4.902M Shares 13,399 Share Price $365.84 * Est. Cost/Share $81.38 Unrealized @ Report Date +339.0%
ADBE ADOBE INC COM 0.7%
Value $4.873M Shares 14,479 Share Price $336.53 Est. Cost/Share $223.77 Unrealized @ Report Date +50.4%
VFH VANGUARD FINANCIALS ETF 0.7%
Value $4.771M Shares 57,674 Share Price $82.73 Est. Cost/Share $89.33 Unrealized @ Report Date -7.4%
VOO VANGUARD S&P 500 ETF 0.7%
Value $4.613M Shares 13,130 Share Price $351.35 Est. Cost/Share $247.55 Unrealized @ Report Date +41.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value $4.607M Shares 8,365 Share Price $550.69 Est. Cost/Share $220.23 Unrealized @ Report Date +147.8%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.7%
Value $4.58M Shares 79,215 Share Price $57.82 Est. Cost/Share $60.65 Unrealized @ Report Date -4.7%
FDX FEDEX CORP COM 0.6%
Value $4.498M Shares 25,972 Share Price $173.20 * Est. Cost/Share $154.60 Unrealized @ Report Date +5.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.6%
Value $4.479M Shares 85,210 Share Price $52.57 Est. Cost/Share $58.67 Unrealized @ Report Date -10.4%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value $4.266M Shares 108,286 Share Price $39.40 * Est. Cost/Share $35.04 Unrealized @ Report Date -8.1%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value $4.218M Shares 47,811 Share Price $88.23 Est. Cost/Share $107.25 Unrealized @ Report Date -18.4%
PEP PEPSICO INC COM 0.6%
Value $4.061M Shares 22,480 Share Price $180.66 * Est. Cost/Share $82.05 Unrealized @ Report Date +99.4%
CMCSA COMCAST CORP NEW CL A 0.6%
Value $4.049M Shares 115,773 Share Price $34.97 * Est. Cost/Share $32.55 Unrealized @ Report Date -2.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.6%
Value $4.045M Shares 80,690 Share Price $50.13 Est. Cost/Share $50.17 Unrealized @ Report Date -0.1%
AMZN AMAZON COM INC COM 0.6%
Value $4.008M Shares 47,719 Share Price $84.00 Est. Cost/Share $121.63 Unrealized @ Report Date -30.9%
MDT MEDTRONIC PLC SHS 0.6%
Value $3.921M Shares 50,448 Share Price $77.72 * Est. Cost/Share $74.49 Unrealized @ Report Date -4.7%
VHT VANGUARD HEALTH CARE ETF 0.6%
Value $3.839M Shares 15,477 Share Price $248.05 Est. Cost/Share $178.02 Unrealized @ Report Date +39.3%
NSC NORFOLK SOUTHN CORP COM 0.5%
Value $3.832M Shares 15,552 Share Price $246.43 * Est. Cost/Share $94.58 Unrealized @ Report Date +143.2%
JPM JPMORGAN CHASE & CO COM 0.5%
Value $3.656M Shares 27,265 Share Price $134.10 * Est. Cost/Share $76.18 Unrealized @ Report Date +63.5%
INTC INTEL CORP COM 0.5%
Value $3.63M Shares 137,349 Share Price $26.43 * Est. Cost/Share $35.48 Unrealized @ Report Date -28.2%
RSG REPUBLIC SVCS INC COM 0.5%
Value $3.576M Shares 27,725 Share Price $128.99 * Est. Cost/Share $64.64 Unrealized @ Report Date +92.5%
ORCL ORACLE CORP COM 0.5%
Value $3.54M Shares 43,310 Share Price $81.74 * Est. Cost/Share $42.36 Unrealized @ Report Date +85.9%
ADM ARCHER DANIELS MIDLAND CO COM 0.5%
Value $3.476M Shares 37,434 Share Price $92.85 * Est. Cost/Share $51.20 Unrealized @ Report Date +64.7%
QCOM QUALCOMM INC COM 0.5%
Value $3.391M Shares 30,845 Share Price $109.94 * Est. Cost/Share $82.98 Unrealized @ Report Date +23.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value $3.39M Shares 14,191 Share Price $238.86 * Est. Cost/Share $96.96 Unrealized @ Report Date +130.6%
PM PHILIP MORRIS INTL INC COM 0.5%
Value $3.383M Shares 33,429 Share Price $101.21 * Est. Cost/Share $67.52 Unrealized @ Report Date +30.6%
SHW SHERWIN WILLIAMS CO COM 0.5%
Value $3.331M Shares 14,034 Share Price $237.34 * Est. Cost/Share $228.45 Unrealized @ Report Date +1.1%
FISV FISERV INC COM 0.5%
Value $3.262M Shares 32,275 Share Price $101.07 Est. Cost/Share $74.55 Unrealized @ Report Date +35.6%
MCK MCKESSON CORP COM 0.5%
Value $3.196M Shares 8,519 Share Price $375.12 Est. Cost/Share $175.18 Unrealized @ Report Date +111.0%
TFC TRUIST FINL CORP COM 0.5%
Value $3.157M Shares 73,362 Share Price $43.03 * Est. Cost/Share $36.16 Unrealized @ Report Date +1.1%
MA MASTERCARD INCORPORATED CL A 0.4%
Value $3.035M Shares 8,727 Share Price $347.73 Est. Cost/Share $163.73 Unrealized @ Report Date +108.7%
CSX CSX CORP COM 0.4%
Value $2.929M Shares 94,531 Share Price $30.98 * Est. Cost/Share $24.12 Unrealized @ Report Date +22.9%
SYK STRYKER CORPORATION COM 0.4%
Value $2.871M Shares 11,741 Share Price $244.49 * Est. Cost/Share $113.17 Unrealized @ Report Date +109.8%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value $2.828M Shares 119,489 Share Price $23.67 Est. Cost/Share $27.63 Unrealized @ Report Date -14.3%
BAC BANK AMERICA CORP COM 0.4%
Value $2.822M Shares 85,202 Share Price $33.12 * Est. Cost/Share $19.58 Unrealized @ Report Date +56.4%
SON SONOCO PRODS CO COM 0.4%
Value $2.81M Shares 46,281 Share Price $60.71 * Est. Cost/Share $37.64 Unrealized @ Report Date +42.9%
MCD MCDONALDS CORP COM 0.4%
Value $2.708M Shares 10,275 Share Price $263.53 * Est. Cost/Share $199.43 Unrealized @ Report Date +23.3%
D DOMINION ENERGY INC COM 0.4%
Value $2.679M Shares 43,691 Share Price $61.32 * Est. Cost/Share $51.23 Unrealized @ Report Date +3.0%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.4%
Value $2.653M Shares 41,722 Share Price $63.58 Est. Cost/Share $70.75 Unrealized @ Report Date -10.1%
NEE NEXTERA ENERGY INC COM 0.4%
Value $2.586M Shares 30,932 Share Price $83.60 * Est. Cost/Share $57.90 Unrealized @ Report Date +32.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.4%
Value $2.55M Shares 3,021 Share Price $844.03 * Est. Cost/Share $21.11 Unrealized @ Report Date +166.6%
GLW CORNING INC COM 0.4%
Value $2.53M Shares 79,222 Share Price $31.94 * Est. Cost/Share $23.96 Unrealized @ Report Date +22.7%
WMT WALMART INC COM 0.4%
Value $2.509M Shares 17,694 Share Price $141.79 * Est. Cost/Share $36.32 Unrealized @ Report Date +25.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.4%
Value $2.498M Shares 19,592 Share Price $127.50 * Est. Cost/Share $123.80 Unrealized @ Report Date +0.3%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value $2.496M Shares 37,451 Share Price $66.65 * Est. Cost/Share $34.41 Unrealized @ Report Date +78.7%
CSCO CISCO SYS INC COM 0.4%
Value $2.47M Shares 51,844 Share Price $47.64 * Est. Cost/Share $25.15 Unrealized @ Report Date +72.6%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.3%
Value $2.405M Shares 59,379 Share Price $40.51 * Est. Cost/Share $20.77 Unrealized @ Report Date -2.5%
COST COSTCO WHSL CORP NEW COM 0.3%
Value $2.405M Shares 5,267 Share Price $456.53 * Est. Cost/Share $302.33 Unrealized @ Report Date +44.9%
CAT CATERPILLAR INC COM 0.3%
Value $2.399M Shares 10,012 Share Price $239.56 * Est. Cost/Share $176.77 Unrealized @ Report Date +28.8%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.3%
Value $2.342M Shares 81,378 Share Price $28.78 Est. Cost/Share $30.55 Unrealized @ Report Date -5.8%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value $2.342M Shares 31,389 Share Price $74.61 Est. Cost/Share $68.96 Unrealized @ Report Date +8.2%
VDC VANGUARD CONSUMER STAPLES ETF 0.3%
Value $2.327M Shares 12,146 Share Price $191.57 Est. Cost/Share $157.88 Unrealized @ Report Date +21.3%
QQQM INVESCO NASDAQ 100 ETF 0.3%
Value $2.23M Shares 20,358 Share Price $109.53 Est. Cost/Share $116.98 Unrealized @ Report Date -6.4%
CVS CVS HEALTH CORP COM 0.3%
Value $2.22M Shares 23,824 Share Price $93.19 * Est. Cost/Share $68.91 Unrealized @ Report Date +20.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value $2.218M Shares 11,603 Share Price $191.19 Est. Cost/Share $145.33 Unrealized @ Report Date +31.6%
SJM SMUCKER J M CO COM NEW 0.3%
Value $2.2M Shares 13,885 Share Price $158.46 * Est. Cost/Share $108.90 Unrealized @ Report Date +30.8%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value $2.197M Shares 9,766 Share Price $224.97 * Est. Cost/Share $16.75 Unrealized @ Report Date +154.9%
VO VANGUARD MID-CAP ETF 0.3%
Value $2.187M Shares 10,731 Share Price $203.81 * Est. Cost/Share $37.40 Unrealized @ Report Date +36.2%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.3%
Value $2.151M Shares 75,967 Share Price $28.31 Est. Cost/Share $32.69 Unrealized @ Report Date -13.4%
VDE VANGUARD ENERGY ETF 0.3%
Value $2.139M Shares 17,638 Share Price $121.28 Est. Cost/Share $115.59 Unrealized @ Report Date +4.9%
META META PLATFORMS INC CL A 0.3%
Value $2.101M Shares 17,458 Share Price $120.34 Est. Cost/Share $210.97 Unrealized @ Report Date -43.4%
UNM UNUM GROUP COM 0.3%
Value $2.027M Shares 49,403 Share Price $41.03 Est. Cost/Share $29.42 Unrealized @ Report Date +39.5%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value $1.989M Shares 14,655 Share Price $135.75 * Est. Cost/Share $109.89 Unrealized @ Report Date +10.3%
KELLANOVA COM 0.3%
Value $1.976M Shares 27,734 Share Price $71.24 * Est. Cost/Share $50.50 Unrealized @ Report Date +20.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.3%
Value $1.941M Shares 8,863 Share Price $219.01 Est. Cost/Share $203.43 Unrealized @ Report Date +7.7%
RTX RTX CORPORATION COM 0.3%
Value $1.932M Shares 19,142 Share Price $100.92 * Est. Cost/Share $56.75 Unrealized @ Report Date +66.2%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value $1.925M Shares 5,035 Share Price $382.42 Est. Cost/Share $266.92 Unrealized @ Report Date +43.3%
TXN TEXAS INSTRS INC COM 0.3%
Value $1.918M Shares 11,610 Share Price $165.23 * Est. Cost/Share $82.04 Unrealized @ Report Date +83.9%
VAW VANGUARD MATERIALS ETF 0.3%
Value $1.892M Shares 11,119 Share Price $170.20 Est. Cost/Share $183.34 Unrealized @ Report Date -7.2%
DHR DANAHER CORPORATION COM 0.3%
Value $1.879M Shares 7,081 Share Price $265.42 * Est. Cost/Share $74.27 Unrealized @ Report Date +212.1%
EMR EMERSON ELEC CO COM 0.3%
Value $1.873M Shares 19,502 Share Price $96.06 * Est. Cost/Share $77.22 Unrealized @ Report Date +17.2%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value $1.862M Shares 3,828 Share Price $486.49 * Est. Cost/Share $272.60 Unrealized @ Report Date +64.5%
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value $1.859M Shares 10,177 Share Price $182.64 Est. Cost/Share $147.84 Unrealized @ Report Date +23.5%
HUM HUMANA INC COM 0.3%
Value $1.857M Shares 3,625 Share Price $512.19 * Est. Cost/Share $212.09 Unrealized @ Report Date +133.7%
SBUX STARBUCKS CORP COM 0.3%
Value $1.85M Shares 18,644 Share Price $99.20 * Est. Cost/Share $55.92 Unrealized @ Report Date +64.9%
WALGREENS BOOTS ALLIANCE INC COM 0.3%
Value $1.819M Shares 48,696 Share Price $37.36 Est. Cost/Share $56.76 Unrealized @ Report Date
DG DOLLAR GEN CORP NEW COM 0.3%
Value $1.819M Shares 7,387 Share Price $246.26 * Est. Cost/Share $148.05 Unrealized @ Report Date +57.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value $1.799M Shares 23,811 Share Price $75.54 * Est. Cost/Share $22.13 Unrealized @ Report Date +13.8%
ELV ELEVANCE HEALTH INC COM 0.3%
Value $1.797M Shares 3,503 Share Price $512.98 * Est. Cost/Share $295.94 Unrealized @ Report Date +65.7%
KMI KINDER MORGAN INC DEL COM 0.3%
Value $1.773M Shares 98,086 Share Price $18.08 * Est. Cost/Share $12.04 Unrealized @ Report Date +27.3%
AMGN AMGEN INC COM 0.3%
Value $1.748M Shares 6,657 Share Price $262.65 * Est. Cost/Share $146.48 Unrealized @ Report Date +62.9%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value $1.721M Shares 18,206 Share Price $94.51 Est. Cost/Share $102.97 Unrealized @ Report Date -8.2%
LABORATORY CORP AMER HLDGS COM NEW 0.2%
Value $1.668M Shares 7,084 Share Price $235.48 Est. Cost/Share $172.75 Unrealized @ Report Date
AZO AUTOZONE INC COM 0.2%
Value $1.62M Shares 657 Share Price $2466.18 Est. Cost/Share $1247.22 Unrealized @ Report Date +97.7%
AMAT APPLIED MATLS INC COM 0.2%
Value $1.6M Shares 16,432 Share Price $97.38 * Est. Cost/Share $60.34 Unrealized @ Report Date +57.1%
VB VANGUARD SMALL-CAP ETF 0.2%
Value $1.585M Shares 8,637 Share Price $183.54 Est. Cost/Share $147.87 Unrealized @ Report Date +24.1%
PAYX PAYCHEX INC COM 0.2%
Value $1.574M Shares 13,622 Share Price $115.56 * Est. Cost/Share $50.20 Unrealized @ Report Date +110.2%
SOUTHSTATE CORPORATION COM 0.2%
Value $1.557M Shares 20,393 Share Price $76.36 Est. Cost/Share $75.17 Unrealized @ Report Date
AFL AFLAC INC COM 0.2%
Value $1.534M Shares 21,321 Share Price $71.94 * Est. Cost/Share $30.23 Unrealized @ Report Date +122.7%
MET METLIFE INC COM 0.2%
Value $1.529M Shares 21,126 Share Price $72.37 * Est. Cost/Share $28.24 Unrealized @ Report Date +133.5%
AXP AMERICAN EXPRESS CO COM 0.2%
Value $1.517M Shares 10,269 Share Price $147.75 * Est. Cost/Share $77.09 Unrealized @ Report Date +84.2%
SNPS SYNOPSYS INC COM 0.2%
Value $1.474M Shares 4,615 Share Price $319.29 Est. Cost/Share $60.43 Unrealized @ Report Date +428.3%
SPGI S&P GLOBAL INC COM 0.2%
Value $1.46M Shares 4,360 Share Price $334.94 * Est. Cost/Share $146.08 Unrealized @ Report Date +123.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value $1.458M Shares 20,267 Share Price $71.95 * Est. Cost/Share $50.23 Unrealized @ Report Date +24.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value $1.412M Shares 9,312 Share Price $151.65 Est. Cost/Share $131.08 Unrealized @ Report Date +15.7%
UNILEVER PLC SPON ADR NEW 0.2%
Value $1.4M Shares 27,801 Share Price $50.35 Est. Cost/Share $45.81 Unrealized @ Report Date
VTV VANGUARD VALUE ETF 0.2%
Value $1.397M Shares 9,950 Share Price $140.38 Est. Cost/Share $138.50 Unrealized @ Report Date +1.3%
MMM 3M CO COM 0.2%
Value $1.37M Shares 11,423 Share Price $119.92 * Est. Cost/Share $116.29 Unrealized @ Report Date -22.9%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value $1.351M Shares 16,231 Share Price $83.26 * Est. Cost/Share $66.86 Unrealized @ Report Date +19.2%
CFR CULLEN FROST BANKERS INC COM 0.2%
Value $1.324M Shares 9,904 Share Price $133.70 * Est. Cost/Share $73.48 Unrealized @ Report Date +65.1%
TGT TARGET CORP COM 0.2%
Value $1.29M Shares 8,659 Share Price $149.03 * Est. Cost/Share $109.90 Unrealized @ Report Date +22.2%
GD GENERAL DYNAMICS CORP COM 0.2%
Value $1.262M Shares 5,087 Share Price $248.11 * Est. Cost/Share $138.04 Unrealized @ Report Date +68.7%
LHC GROUP INC COM 0.2%
Value $1.189M Shares 7,351 Share Price $161.69 Est. Cost/Share $88.57 Unrealized @ Report Date
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value $1.169M Shares 11,393 Share Price $102.59 * Est. Cost/Share $87.36 Unrealized @ Report Date +13.0%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value $1.167M Shares 579 Share Price $2015.28 Est. Cost/Share $1534.61 Unrealized @ Report Date +29.2%
NVDA NVIDIA CORPORATION COM 0.2%
Value $1.162M Shares 7,954 Share Price $146.14 * Est. Cost/Share $22.56 Unrealized @ Report Date -35.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value $1.156M Shares 4,334 Share Price $266.84 * Est. Cost/Share $176.77 Unrealized @ Report Date +44.2%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value $1.153M Shares 3,358 Share Price $343.38 * Est. Cost/Share $215.53 Unrealized @ Report Date +47.8%
CI THE CIGNA GROUP COM 0.2%
Value $1.138M Shares 3,435 Share Price $331.34 * Est. Cost/Share $194.69 Unrealized @ Report Date +61.1%
CL COLGATE PALMOLIVE CO COM 0.2%
Value $1.12M Shares 14,210 Share Price $78.79 * Est. Cost/Share $54.27 Unrealized @ Report Date +35.2%
BA BOEING CO COM 0.2%
Value $1.119M Shares 5,874 Share Price $190.49 Est. Cost/Share $143.63 Unrealized @ Report Date +32.6%
NFLX NETFLIX INC COM 0.2%
Value $1.117M Shares 3,789 Share Price $294.88 * Est. Cost/Share $38.20 Unrealized @ Report Date -22.8%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value $1.096M Shares 24,082 Share Price $45.52 * Est. Cost/Share $29.84 Unrealized @ Report Date +39.9%
SOURCE CAP INC COM 0.2%
Value $1.083M Shares 28,009 Share Price $38.66 Est. Cost/Share $43.75 Unrealized @ Report Date
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.2%
Value $1.082M Shares 50,799 Share Price $21.29 Est. Cost/Share $21.64 Unrealized @ Report Date
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value $1.061M Shares 4,816 Share Price $220.30 * Est. Cost/Share $102.48 Unrealized @ Report Date +100.5%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value $1.057M Shares 8,380 Share Price $126.16 Est. Cost/Share $119.80 Unrealized @ Report Date +5.3%
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value $1.018M Shares 2,924 Share Price $348.02 * Est. Cost/Share $134.37 Unrealized @ Report Date -13.7%
COP CONOCOPHILLIPS COM 0.1%
Value $985K Shares 8,345 Share Price $118.00 * Est. Cost/Share $37.90 Unrealized @ Report Date +182.4%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value $968K Shares 16,254 Share Price $59.57 Est. Cost/Share $62.21 Unrealized @ Report Date -4.3%
LKQ LKQ CORP COM 0.1%
Value $957K Shares 17,918 Share Price $53.41 * Est. Cost/Share $30.30 Unrealized @ Report Date +62.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $951K Shares 6,752 Share Price $140.89 * Est. Cost/Share $89.96 Unrealized @ Report Date +40.4%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $948K Shares 11,491 Share Price $82.48 Est. Cost/Share $92.01 Unrealized @ Report Date -10.4%
FTNT FORTINET INC COM 0.1%
Value $947K Shares 19,370 Share Price $48.89 Est. Cost/Share $50.46 Unrealized @ Report Date -3.1%
XBI SPDR S&P BIOTECH ETF 0.1%
Value $936K Shares 11,279 Share Price $83.00 Est. Cost/Share $107.69 Unrealized @ Report Date -22.9%
NVO NOVO-NORDISK A S ADR 0.1%
Value $935K Shares 6,912 Share Price $135.34 Est. Cost/Share $45.74 Unrealized @ Report Date +195.9%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value $935K Shares 30,148 Share Price $31.00 * Est. Cost/Share $19.14 Unrealized @ Report Date +44.6%
ATO ATMOS ENERGY CORP COM 0.1%
Value $926K Shares 8,266 Share Price $112.07 * Est. Cost/Share $55.25 Unrealized @ Report Date +88.2%
FOXA FOX CORP CL A COM 0.1%
Value $925K Shares 30,451 Share Price $30.37 * Est. Cost/Share $34.33 Unrealized @ Report Date -15.0%
T AT&T INC COM 0.1%
Value $919K Shares 49,939 Share Price $18.41 * Est. Cost/Share $14.83 Unrealized @ Report Date +4.9%
PYPL PAYPAL HLDGS INC COM 0.1%
Value $898K Shares 12,608 Share Price $71.22 Est. Cost/Share $171.60 Unrealized @ Report Date -58.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value $895K Shares 12,010 Share Price $74.49 Est. Cost/Share $44.57 Unrealized @ Report Date +67.1%
CPK CHESAPEAKE UTILS CORP COM 0.1%
Value $882K Shares 7,467 Share Price $118.18 * Est. Cost/Share $102.65 Unrealized @ Report Date +8.0%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $876K Shares 13,492 Share Price $64.91 Est. Cost/Share $66.33 Unrealized @ Report Date -2.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $872K Shares 3,606 Share Price $241.89 * Est. Cost/Share $42.91 Unrealized @ Report Date +12.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value $870K Shares 17,344 Share Price $50.14 Est. Cost/Share $55.06 Unrealized @ Report Date -8.9%
MCO MOODYS CORP COM 0.1%
Value $869K Shares 3,120 Share Price $278.62 * Est. Cost/Share $105.16 Unrealized @ Report Date +158.4%
BAX BAXTER INTL INC COM 0.1%
Value $869K Shares 17,042 Share Price $50.97 * Est. Cost/Share $44.19 Unrealized @ Report Date +6.9%
INTU INTUIT COM 0.1%
Value $860K Shares 2,209 Share Price $389.23 Est. Cost/Share $350.31 Unrealized @ Report Date +8.9%
TIP ISHARES TIPS BOND ETF 0.1%
Value $847K Shares 7,960 Share Price $106.44 Est. Cost/Share $111.56 Unrealized @ Report Date -4.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $847K Shares 4,066 Share Price $208.21 * Est. Cost/Share $125.30 Unrealized @ Report Date +55.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value $842K Shares 2,733 Share Price $308.26 * Est. Cost/Share $156.09 Unrealized @ Report Date +82.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value $832K Shares 34,490 Share Price $24.12 Est. Cost/Share $23.56 Unrealized @ Report Date
CPRT COPART INC COM 0.1%
Value $818K Shares 13,430 Share Price $60.89 * Est. Cost/Share $21.51 Unrealized @ Report Date +41.6%
TE CONNECTIVITY LTD SHS 0.1%
Value $805K Shares 7,011 Share Price $114.80 Est. Cost/Share $89.69 Unrealized @ Report Date
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value $768K Shares 7,785 Share Price $98.65 Est. Cost/Share $101.14 Unrealized @ Report Date -2.5%
MKTX MARKETAXESS HLDGS INC COM 0.1%
Value $767K Shares 2,749 Share Price $278.90 * Est. Cost/Share $395.65 Unrealized @ Report Date -32.5%
ALL ALLSTATE CORP COM 0.1%
Value $745K Shares 5,494 Share Price $135.60 * Est. Cost/Share $73.25 Unrealized @ Report Date +72.6%
L LOEWS CORP COM 0.1%
Value $732K Shares 12,550 Share Price $58.33 Est. Cost/Share $36.13 Unrealized @ Report Date +59.9%
AVGO BROADCOM INC COM 0.1%
Value $728K Shares 1,302 Share Price $559.20 * Est. Cost/Share $45.95 Unrealized @ Report Date +16.3%
BLACKROCK INC COM 0.1%
Value $726K Shares 1,024 Share Price $708.63 Est. Cost/Share $560.06 Unrealized @ Report Date
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $719K Shares 1,318 Share Price $545.61 * Est. Cost/Share $224.16 Unrealized @ Report Date +131.5%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value $715K Shares 7,884 Share Price $90.72 Est. Cost/Share $69.42 Unrealized @ Report Date +30.7%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value $712K Shares 8,383 Share Price $84.88 Est. Cost/Share $56.33 Unrealized @ Report Date +50.7%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.1%
Value $700K Shares 13,627 Share Price $51.38 Est. Cost/Share $53.75 Unrealized @ Report Date -4.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $694K Shares 21,558 Share Price $32.21 * Est. Cost/Share $16.21 Unrealized @ Report Date -0.6%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value $694K Shares 5,288 Share Price $131.28 Est. Cost/Share $147.76 Unrealized @ Report Date -11.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $692K Shares 2,609 Share Price $265.35 Est. Cost/Share $303.81 Unrealized @ Report Date -12.7%
FCCO FIRST CMNTY CORP S C COM 0.1%
Value $692K Shares 31,595 Share Price $21.89 * Est. Cost/Share $11.81 Unrealized @ Report Date +69.8%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value $680K Shares 11,939 Share Price $56.96 Est. Cost/Share $60.27 Unrealized @ Report Date -5.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value $676K Shares 3,950 Share Price $171.07 Est. Cost/Share $118.28 Unrealized @ Report Date +44.6%
DE DEERE & CO COM 0.1%
Value $675K Shares 1,575 Share Price $428.76 * Est. Cost/Share $192.21 Unrealized @ Report Date +113.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $672K Shares 56,630 Share Price $11.87 Est. Cost/Share $12.28 Unrealized @ Report Date
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $665K Shares 6,142 Share Price $108.20 Est. Cost/Share $90.64 Unrealized @ Report Date +19.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value $662K Shares 4,169 Share Price $158.79 Est. Cost/Share $157.95 Unrealized @ Report Date +0.5%
TSN TYSON FOODS INC CL A 0.1%
Value $657K Shares 10,550 Share Price $62.25 * Est. Cost/Share $55.39 Unrealized @ Report Date +1.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value $649K Shares 16,222 Share Price $39.98 Est. Cost/Share $43.44 Unrealized @ Report Date -8.0%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value $639K Shares 5,863 Share Price $109.07 * Est. Cost/Share $85.32 Unrealized @ Report Date +11.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value $634K Shares 457 Share Price $1387.49 * Est. Cost/Share $28.79 Unrealized @ Report Date -3.6%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value $634K Shares 7,562 Share Price $83.79 * Est. Cost/Share $118.17 Unrealized @ Report Date -56.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value $618K Shares 10,805 Share Price $57.19 * Est. Cost/Share $59.14 Unrealized @ Report Date -8.0%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value $613K Shares 2,644 Share Price $231.75 * Est. Cost/Share $185.85 Unrealized @ Report Date +18.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value $606K Shares 3,975 Share Price $152.43 * Est. Cost/Share $77.59 Unrealized @ Report Date +83.8%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.1%
Value $601K Shares 66,303 Share Price $9.06 Est. Cost/Share $10.53 Unrealized @ Report Date
DLTR DOLLAR TREE INC COM 0.1%
Value $598K Shares 4,231 Share Price $141.44 Est. Cost/Share $93.01 Unrealized @ Report Date +52.1%
HOLX HOLOGIC INC COM 0.1%
Value $589K Shares 7,875 Share Price $74.81 * Est. Cost/Share $58.18 Unrealized @ Report Date +22.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $584K Shares 13,922 Share Price $41.97 Est. Cost/Share $41.71 Unrealized @ Report Date +0.6%
ECL ECOLAB INC COM 0.1%
Value $583K Shares 4,005 Share Price $145.56 * Est. Cost/Share $103.53 Unrealized @ Report Date +36.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value $582K Shares 6,385 Share Price $91.13 * Est. Cost/Share $79.25 Unrealized @ Report Date +4.6%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value $581K Shares 7,716 Share Price $75.28 Est. Cost/Share $80.24 Unrealized @ Report Date -6.2%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value $580K Shares 8,150 Share Price $71.20 Est. Cost/Share $74.19 Unrealized @ Report Date -4.0%
TSLA TESLA INC COM 0.1%
Value $578K Shares 4,695 Share Price $123.18 Est. Cost/Share $234.15 Unrealized @ Report Date -47.4%
EQH EQUITABLE HLDGS INC COM 0.1%
Value $578K Shares 20,130 Share Price $28.70 * Est. Cost/Share $27.47 Unrealized @ Report Date -3.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $571K Shares 4,044 Share Price $141.25 Est. Cost/Share $127.29 Unrealized @ Report Date +11.0%
DOV DOVER CORP COM 0.1%
Value $568K Shares 4,195 Share Price $135.41 * Est. Cost/Share $69.58 Unrealized @ Report Date +87.6%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $568K Shares 5,447 Share Price $104.24 * Est. Cost/Share $18.83 Unrealized @ Report Date +10.7%
GPN GLOBAL PMTS INC COM 0.1%
Value $553K Shares 5,569 Share Price $99.32 * Est. Cost/Share $134.62 Unrealized @ Report Date -28.4%
C CITIGROUP INC COM NEW 0.1%
Value $552K Shares 12,194 Share Price $45.23 * Est. Cost/Share $45.20 Unrealized @ Report Date -10.3%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $548K Shares 5,774 Share Price $94.95 * Est. Cost/Share $59.65 Unrealized @ Report Date +42.0%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value $528K Shares 732 Share Price $721.49 Est. Cost/Share $549.39 Unrealized @ Report Date +30.6%
CTAS CINTAS CORP COM 0.1%
Value $519K Shares 1,150 Share Price $451.62 * Est. Cost/Share $19.39 Unrealized @ Report Date +467.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value $519K Shares 16,507 Share Price $31.46 * Est. Cost/Share $15.09 Unrealized @ Report Date +36.0%
MU MICRON TECHNOLOGY INC COM 0.1%
Value $503K Shares 10,064 Share Price $49.98 Est. Cost/Share $68.59 Unrealized @ Report Date -28.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value $501K Shares 6,463 Share Price $77.51 Est. Cost/Share $88.93 Unrealized @ Report Date -12.8%
FLEETCOR TECHNOLOGIES INC COM 0.1%
Value $501K Shares 2,725 Share Price $183.68 Est. Cost/Share $231.96 Unrealized @ Report Date
WFC WELLS FARGO CO NEW COM 0.1%
Value $498K Shares 12,049 Share Price $41.29 * Est. Cost/Share $38.64 Unrealized @ Report Date -1.2%
ADI ANALOG DEVICES INC COM 0.1%
Value $492K Shares 3,000 Share Price $164.03 * Est. Cost/Share $141.25 Unrealized @ Report Date +10.2%
AMLP ALERIAN MLP ETF 0.1%
Value $485K Shares 12,750 Share Price $38.07 Est. Cost/Share $50.86 Unrealized @ Report Date -25.2%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value $476K Shares 4,580 Share Price $103.92 * Est. Cost/Share $63.91 Unrealized @ Report Date +56.9%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value $475K Shares 6,395 Share Price $74.32 Est. Cost/Share $85.68 Unrealized @ Report Date -13.3%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.1%
Value $475K Shares 25,081 Share Price $18.93 Est. Cost/Share $19.29 Unrealized @ Report Date -1.9%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $471K Shares 7,177 Share Price $65.64 Est. Cost/Share $56.26 Unrealized @ Report Date +16.7%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value $468K Shares 4,111 Share Price $113.96 Est. Cost/Share $135.43 Unrealized @ Report Date -15.9%
NKE NIKE INC CL B 0.1%
Value $439K Shares 3,753 Share Price $117.02 * Est. Cost/Share $82.29 Unrealized @ Report Date +34.8%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value $436K Shares 2,315 Share Price $188.54 * Est. Cost/Share $104.18 Unrealized @ Report Date +76.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value $431K Shares 5,286 Share Price $81.52 Est. Cost/Share $110.20 Unrealized @ Report Date -26.0%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value $430K Shares 9,978 Share Price $43.10 Est. Cost/Share $28.04 Unrealized @ Report Date
COR CENCORA INC COM 0.1%
Value $421K Shares 2,540 Share Price $165.71 * Est. Cost/Share $65.97 Unrealized @ Report Date +144.3%
MO ALTRIA GROUP INC COM 0.1%
Value $421K Shares 9,201 Share Price $45.71 * Est. Cost/Share $31.67 Unrealized @ Report Date +13.6%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value $413K Shares 7,985 Share Price $51.72 Est. Cost/Share $58.15 Unrealized @ Report Date -11.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $412K Shares 1,923 Share Price $214.24 * Est. Cost/Share $40.24 Unrealized @ Report Date +33.1%
ENTG ENTEGRIS INC COM 0.1%
Value $409K Shares 6,240 Share Price $65.59 Est. Cost/Share $56.95 Unrealized @ Report Date +13.6%
SHEL SHELL PLC SPON ADS 0.1%
Value $403K Shares 7,083 Share Price $56.95 Est. Cost/Share $50.81 Unrealized @ Report Date +12.1%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value $400K Shares 13,350 Share Price $29.99 * Est. Cost/Share $18.52 Unrealized @ Report Date +49.5%
GDX VANECK GOLD MINERS ETF 0.1%
Value $397K Shares 13,850 Share Price $28.66 Est. Cost/Share $27.49 Unrealized @ Report Date +4.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value $394K Shares 8,796 Share Price $44.81 * Est. Cost/Share $15.10 Unrealized @ Report Date -1.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value $393K Shares 13,250 Share Price $29.69 Est. Cost/Share $28.62 Unrealized @ Report Date +3.7%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value $392K Shares 3,740 Share Price $104.83 * Est. Cost/Share $111.98 Unrealized @ Report Date -13.8%
GBDC GOLUB CAP BDC INC COM 0.1%
Value $389K Shares 29,532 Share Price $13.16 * Est. Cost/Share $8.74 Unrealized @ Report Date +7.6%
VPU VANGUARD UTILITIES ETF 0.1%
Value $387K Shares 2,526 Share Price $153.36 Est. Cost/Share $138.80 Unrealized @ Report Date +10.5%
RVTY REVVITY INC COM 0.1%
Value $382K Shares 2,725 Share Price $140.22 Est. Cost/Share $137.25 Unrealized @ Report Date +1.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value $379K Shares 11,079 Share Price $34.20 Est. Cost/Share $30.93 Unrealized @ Report Date +10.6%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.1%
Value $370K Shares 12,000 Share Price $30.84 Est. Cost/Share $25.95 Unrealized @ Report Date +18.9%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value $367K Shares 1,731 Share Price $211.91 * Est. Cost/Share $204.39 Unrealized @ Report Date -6.3%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value $365K Shares 7,646 Share Price $47.73 Est. Cost/Share $36.96 Unrealized @ Report Date +29.1%
DHI D R HORTON INC COM 0.1%
Value $365K Shares 4,091 Share Price $89.13 * Est. Cost/Share $50.80 Unrealized @ Report Date +70.4%
LAM RESEARCH CORP COM 0.1%
Value $358K Shares 852 Share Price $420.30 Est. Cost/Share $533.74 Unrealized @ Report Date
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.1%
Value $358K Shares 162,500 Share Price $2.20 Est. Cost/Share $2.52 Unrealized @ Report Date -12.5%
AKAM AKAMAI TECHNOLOGIES INC COM 0.1%
Value $354K Shares 4,205 Share Price $84.30 Est. Cost/Share $89.68 Unrealized @ Report Date -6.0%
VUG VANGUARD GROWTH ETF 0.1%
Value $352K Shares 1,652 Share Price $213.05 * Est. Cost/Share $22.06 Unrealized @ Report Date +61.0%
CACI CACI INTL INC CL A 0.1%
Value $352K Shares 1,170 Share Price $300.59 Est. Cost/Share $242.63 Unrealized @ Report Date +23.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $344K Shares 797 Share Price $432.09 Est. Cost/Share $391.80 Unrealized @ Report Date +8.1%
CTVA CORTEVA INC COM 0.0%
Value $343K Shares 5,840 Share Price $58.78 * Est. Cost/Share $25.70 Unrealized @ Report Date +121.1%
MS MORGAN STANLEY COM NEW 0.0%
Value $337K Shares 3,963 Share Price $85.02 * Est. Cost/Share $59.48 Unrealized @ Report Date +29.2%
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 0.0%
Value $333K Shares 4,650 Share Price $71.61 Est. Cost/Share $42.12 Unrealized @ Report Date +70.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value $332K Shares 7,410 Share Price $44.83 Est. Cost/Share $85.88 Unrealized @ Report Date -47.8%
NOW SERVICENOW INC COM 0.0%
Value $330K Shares 850 Share Price $388.27 * Est. Cost/Share $91.93 Unrealized @ Report Date -15.5%
J JACOBS SOLUTIONS INC COM 0.0%
Value $329K Shares 2,740 Share Price $120.07 * Est. Cost/Share $93.06 Unrealized @ Report Date +4.0%
CRM SALESFORCE INC COM 0.0%
Value $327K Shares 2,465 Share Price $132.59 Est. Cost/Share $197.73 Unrealized @ Report Date -33.8%
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value $317K Shares 3,519 Share Price $89.97 Est. Cost/Share $81.20 Unrealized @ Report Date
PHM PULTE GROUP INC COM 0.0%
Value $316K Shares 6,943 Share Price $45.53 * Est. Cost/Share $24.12 Unrealized @ Report Date +84.3%
NUE NUCOR CORP COM 0.0%
Value $315K Shares 2,387 Share Price $131.81 * Est. Cost/Share $38.89 Unrealized @ Report Date +224.4%
BX BLACKSTONE INC COM 0.0%
Value $314K Shares 4,236 Share Price $74.19 * Est. Cost/Share $36.70 Unrealized @ Report Date +84.7%
ZTS ZOETIS INC CL A 0.0%
Value $312K Shares 2,129 Share Price $146.55 * Est. Cost/Share $127.11 Unrealized @ Report Date +11.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $312K Shares 7,993 Share Price $38.98 Est. Cost/Share $34.88 Unrealized @ Report Date +11.8%
FAST FASTENAL CO COM 0.0%
Value $308K Shares 6,500 Share Price $47.32 * Est. Cost/Share $22.57 Unrealized @ Report Date -2.7%
BDX BECTON DICKINSON & CO COM 0.0%
Value $305K Shares 1,199 Share Price $254.30 * Est. Cost/Share $177.95 Unrealized @ Report Date +35.5%
CCK CROWN HLDGS INC COM 0.0%
Value $300K Shares 3,650 Share Price $82.21 * Est. Cost/Share $65.97 Unrealized @ Report Date +20.5%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value $299K Shares 15,800 Share Price $18.93 * Est. Cost/Share $12.98 Unrealized @ Report Date -24.8%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $293K Shares 7,500 Share Price $39.08 * Est. Cost/Share $38.84 Unrealized @ Report Date -9.7%
SLV ISHARES SILVER TRUST 0.0%
Value $291K Shares 13,209 Share Price $22.02 Est. Cost/Share $20.31 Unrealized @ Report Date +8.4%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $285K Shares 9,700 Share Price $29.38 Est. Cost/Share $31.06 Unrealized @ Report Date -5.4%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value $284K Shares 2,580 Share Price $109.92 Est. Cost/Share $110.72 Unrealized @ Report Date -0.7%
TAN INVESCO SOLAR ETF 0.0%
Value $283K Shares 3,875 Share Price $72.94 Est. Cost/Share $21.97 Unrealized @ Report Date +232.0%
CB CHUBB LIMITED COM 0.0%
Value $282K Shares 1,279 Share Price $220.60 * Est. Cost/Share $169.38 Unrealized @ Report Date +25.5%
URI UNITED RENTALS INC COM 0.0%
Value $279K Shares 786 Share Price $355.42 * Est. Cost/Share $191.86 Unrealized @ Report Date +79.4%
KR KROGER CO COM 0.0%
Value $279K Shares 6,250 Share Price $44.58 * Est. Cost/Share $28.59 Unrealized @ Report Date +45.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $276K Shares 1,815 Share Price $151.85 Est. Cost/Share $93.66 Unrealized @ Report Date +62.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $274K Shares 1,832 Share Price $149.65 * Est. Cost/Share $118.99 Unrealized @ Report Date +23.2%
DUCK CREEK TECHNOLOGIES INC SHS 0.0%
Value $272K Shares 22,567 Share Price $12.05 Est. Cost/Share $30.03 Unrealized @ Report Date
GLD SPDR GOLD SHARES 0.0%
Value $271K Shares 1,596 Share Price $169.64 Est. Cost/Share $157.94 Unrealized @ Report Date +7.4%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $269K Shares 1,498 Share Price $179.76 Est. Cost/Share $198.60 Unrealized @ Report Date -9.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $267K Shares 1,425 Share Price $187.49 * Est. Cost/Share $101.34 Unrealized @ Report Date +74.8%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $266K Shares 5,010 Share Price $53.05 Est. Cost/Share $54.54 Unrealized @ Report Date -2.7%
FORWARD AIR CORP COM 0.0%
Value $265K Shares 2,530 Share Price $104.89 Est. Cost/Share $65.93 Unrealized @ Report Date
HEI HEICO CORP NEW COM 0.0%
Value $265K Shares 1,727 Share Price $153.64 Est. Cost/Share $70.27 Unrealized @ Report Date +118.6%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $259K Shares 7,934 Share Price $32.67 Est. Cost/Share $28.47 Unrealized @ Report Date +14.8%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $258K Shares 805 Share Price $320.38 Est. Cost/Share $362.13 Unrealized @ Report Date -11.5%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value $258K Shares 4,954 Share Price $52.06 Est. Cost/Share $66.02 Unrealized @ Report Date -21.1%
SYNOVUS FINL CORP COM NEW 0.0%
Value $255K Shares 6,782 Share Price $37.55 Est. Cost/Share $33.66 Unrealized @ Report Date
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $254K Shares 820 Share Price $310.31 Est. Cost/Share $462.19 Unrealized @ Report Date -34.2%
INCY INCYTE CORP COM 0.0%
Value $253K Shares 3,150 Share Price $80.32 * Est. Cost/Share $75.99 Unrealized @ Report Date +0.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $252K Shares 2,886 Share Price $87.47 * Est. Cost/Share $25.23 Unrealized @ Report Date +73.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $251K Shares 1,456 Share Price $172.07 * Est. Cost/Share $36.24 Unrealized @ Report Date -5.0%
MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 0.0%
Value $250K Shares 8,655 Share Price $28.94 Est. Cost/Share $34.18 Unrealized @ Report Date -15.3%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $248K Shares 1,394 Share Price $178.19 Est. Cost/Share $141.07 Unrealized @ Report Date +26.3%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $246K Shares 5,955 Share Price $41.25 * Est. Cost/Share $17.13 Unrealized @ Report Date +131.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $245K Shares 1,222 Share Price $200.51 Est. Cost/Share $225.34 Unrealized @ Report Date -11.0%
DOW DOW INC COM 0.0%
Value $245K Shares 4,855 Share Price $50.39 * Est. Cost/Share $36.88 Unrealized @ Report Date +14.3%
EMN EASTMAN CHEM CO COM 0.0%
Value $244K Shares 2,991 Share Price $81.44 * Est. Cost/Share $65.17 Unrealized @ Report Date +11.1%
SYY SYSCO CORP COM 0.0%
Value $243K Shares 3,175 Share Price $76.45 * Est. Cost/Share $44.47 Unrealized @ Report Date +57.3%
MDU MDU RES GROUP INC COM 0.0%
Value $243K Shares 8,000 Share Price $30.34 * Est. Cost/Share $9.98 Unrealized @ Report Date +6.2%
MPC MARATHON PETE CORP COM 0.0%
Value $240K Shares 2,060 Share Price $116.39 * Est. Cost/Share $34.28 Unrealized @ Report Date +218.0%
MELI MERCADOLIBRE INC COM 0.0%
Value $236K Shares 279 Share Price $846.24 Est. Cost/Share $1408.92 Unrealized @ Report Date -39.9%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $232K Shares 3,279 Share Price $70.63 Est. Cost/Share $72.54 Unrealized @ Report Date -2.6%
PSX PHILLIPS 66 COM 0.0%
Value $227K Shares 2,178 Share Price $104.08 * Est. Cost/Share $56.15 Unrealized @ Report Date +66.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $225K Shares 2,461 Share Price $91.31 Est. Cost/Share $96.14 Unrealized @ Report Date -5.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $221K Shares 1,650 Share Price $134.13 * Est. Cost/Share $125.56 Unrealized @ Report Date +1.6%
CBRE CBRE GROUP INC CL A 0.0%
Value $221K Shares 2,875 Share Price $76.96 Est. Cost/Share $56.41 Unrealized @ Report Date +36.4%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value $221K Shares 6,112 Share Price $36.19 Est. Cost/Share $38.06 Unrealized @ Report Date -4.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $221K Shares 1,832 Share Price $120.58 Est. Cost/Share $92.81 Unrealized @ Report Date +29.9%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $219K Shares 2,875 Share Price $76.28 Est. Cost/Share $22.93 Unrealized @ Report Date +232.7%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $219K Shares 15,500 Share Price $14.10 * Est. Cost/Share $11.41 Unrealized @ Report Date +7.7%
BIZD VANECK BDC INCOME ETF 0.0%
Value $218K Shares 15,437 Share Price $14.15 Est. Cost/Share $17.08 Unrealized @ Report Date -17.1%
FE FIRSTENERGY CORP COM 0.0%
Value $214K Shares 5,100 Share Price $41.94 * Est. Cost/Share $29.93 Unrealized @ Report Date +23.6%
ED CONSOLIDATED EDISON INC COM 0.0%
Value $210K Shares 2,200 Share Price $95.31 * Est. Cost/Share $63.62 Unrealized @ Report Date +35.0%
ALLY ALLY FINL INC COM 0.0%
Value $210K Shares 8,575 Share Price $24.45 * Est. Cost/Share $16.34 Unrealized @ Report Date +33.4%
DVA DAVITA INC COM 0.0%
Value $209K Shares 2,800 Share Price $74.67 * Est. Cost/Share $64.65 Unrealized @ Report Date +20.1%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $205K Shares 1,995 Share Price $102.81 Est. Cost/Share $124.05 Unrealized @ Report Date -17.1%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $205K Shares 2,615 Share Price $78.31 * Est. Cost/Share $47.48 Unrealized @ Report Date +57.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $204K Shares 2,008 Share Price $101.53 * Est. Cost/Share $38.37 Unrealized @ Report Date +32.3%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $200K Shares 12,400 Share Price $16.11 Est. Cost/Share $19.81 Unrealized @ Report Date -18.7%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value $200K Shares 4,295 Share Price $46.47 Est. Cost/Share $36.69 Unrealized @ Report Date +24.4%
EBAY EBAY INC. COM 0.0%
Value $199K Shares 4,800 Share Price $41.47 * Est. Cost/Share $23.93 Unrealized @ Report Date +63.6%
MDB MONGODB INC CL A 0.0%
Value $197K Shares 1,000 Share Price $196.84 Est. Cost/Share $499.94 Unrealized @ Report Date -60.6%
PGR PROGRESSIVE CORP COM 0.0%
Value $195K Shares 1,503 Share Price $129.71 * Est. Cost/Share $83.74 Unrealized @ Report Date +41.4%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $195K Shares 3,893 Share Price $50.00 Est. Cost/Share $46.14 Unrealized @ Report Date +8.4%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value $194K Shares 3,870 Share Price $50.21 Est. Cost/Share $61.69 Unrealized @ Report Date
OC OWENS CORNING NEW COM 0.0%
Value $194K Shares 2,275 Share Price $85.30 Est. Cost/Share $64.35 Unrealized @ Report Date +32.6%
ALB ALBEMARLE CORP COM 0.0%
Value $193K Shares 891 Share Price $216.74 * Est. Cost/Share $86.26 Unrealized @ Report Date +140.4%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $192K Shares 2,359 Share Price $81.18 Est. Cost/Share $86.20 Unrealized @ Report Date -5.8%
HSY HERSHEY CO COM 0.0%
Value $188K Shares 813 Share Price $231.57 * Est. Cost/Share $146.32 Unrealized @ Report Date +46.0%
CMI CUMMINS INC COM 0.0%
Value $188K Shares 775 Share Price $242.29 * Est. Cost/Share $131.58 Unrealized @ Report Date +71.5%
ETN EATON CORP PLC SHS 0.0%
Value $187K Shares 1,190 Share Price $156.95 * Est. Cost/Share $95.38 Unrealized @ Report Date +58.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $185K Shares 5,000 Share Price $36.97 Est. Cost/Share $28.99 Unrealized @ Report Date +27.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $184K Shares 2,685 Share Price $68.63 * Est. Cost/Share $31.97 Unrealized @ Report Date -15.5%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $181K Shares 2,745 Share Price $66.01 * Est. Cost/Share $18.99 Unrealized @ Report Date +15.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $180K Shares 624 Share Price $288.78 Est. Cost/Share $303.49 Unrealized @ Report Date -4.8%
IQV IQVIA HLDGS INC COM 0.0%
Value $179K Shares 875 Share Price $204.89 Est. Cost/Share $212.04 Unrealized @ Report Date -3.4%
BRO BROWN & BROWN INC COM 0.0%
Value $175K Shares 3,080 Share Price $56.97 Est. Cost/Share $20.49 Unrealized @ Report Date +172.7%
CAH CARDINAL HEALTH INC COM 0.0%
Value $173K Shares 2,244 Share Price $76.88 * Est. Cost/Share $62.58 Unrealized @ Report Date +16.4%
MSCI MSCI INC COM 0.0%
Value $171K Shares 367 Share Price $465.17 * Est. Cost/Share $455.81 Unrealized @ Report Date -1.4%
CSW CSW INDUSTRIALS INC COM 0.0%
Value $170K Shares 1,470 Share Price $115.93 Est. Cost/Share $104.91 Unrealized @ Report Date +9.1%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $169K Shares 4,572 Share Price $37.04 Est. Cost/Share $53.56 Unrealized @ Report Date -31.7%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value $169K Shares 3,055 Share Price $55.32 * Est. Cost/Share $34.04 Unrealized @ Report Date +49.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $169K Shares 2,639 Share Price $63.90 Est. Cost/Share $51.89 Unrealized @ Report Date +23.1%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value $167K Shares 5,400 Share Price $30.99 Est. Cost/Share $39.55 Unrealized @ Report Date
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $167K Shares 1,907 Share Price $87.60 Est. Cost/Share $112.36 Unrealized @ Report Date -22.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $165K Shares 1,663 Share Price $99.46 * Est. Cost/Share $64.28 Unrealized @ Report Date +33.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value $164K Shares 301 Share Price $546.40 Est. Cost/Share $539.75 Unrealized @ Report Date +1.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $164K Shares 10,250 Share Price $15.96 * Est. Cost/Share $6.64 Unrealized @ Report Date +121.0%
F FORD MTR CO DEL COM 0.0%
Value $164K Shares 14,066 Share Price $11.63 * Est. Cost/Share $6.90 Unrealized @ Report Date +32.7%
SHOP SHOPIFY INC CL A 0.0%
Value $162K Shares 4,657 Share Price $34.71 Est. Cost/Share $49.21 Unrealized @ Report Date -29.5%
GPC GENUINE PARTS CO COM 0.0%
Value $161K Shares 929 Share Price $173.50 * Est. Cost/Share $87.30 Unrealized @ Report Date +82.4%
YUM YUM BRANDS INC COM 0.0%
Value $158K Shares 1,237 Share Price $128.08 * Est. Cost/Share $45.84 Unrealized @ Report Date +163.8%
KBR KBR INC COM 0.0%
Value $158K Shares 3,000 Share Price $52.80 * Est. Cost/Share $39.57 Unrealized @ Report Date +29.1%
MTRN MATERION CORP COM 0.0%
Value $158K Shares 1,800 Share Price $87.51 Est. Cost/Share $80.32 Unrealized @ Report Date +9.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $156K Shares 2,416 Share Price $64.77 Est. Cost/Share $99.98 Unrealized @ Report Date -35.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $156K Shares 462 Share Price $337.97 Est. Cost/Share $163.41 Unrealized @ Report Date +103.2%
VLO VALERO ENERGY CORP COM 0.0%
Value $156K Shares 1,227 Share Price $126.86 * Est. Cost/Share $52.95 Unrealized @ Report Date +118.5%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $154K Shares 1,794 Share Price $85.84 Est. Cost/Share $51.07 Unrealized @ Report Date +68.1%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $154K Shares 3,946 Share Price $38.99 Est. Cost/Share $31.90 Unrealized @ Report Date +22.2%
LAD LITHIA MTRS INC COM 0.0%
Value $154K Shares 750 Share Price $204.74 * Est. Cost/Share $301.10 Unrealized @ Report Date -29.0%
ROST ROSS STORES INC COM 0.0%
Value $153K Shares 1,320 Share Price $116.07 * Est. Cost/Share $98.51 Unrealized @ Report Date +14.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $153K Shares 1,104 Share Price $138.67 Est. Cost/Share $111.81 Unrealized @ Report Date +24.0%
FNV FRANCO NEV CORP COM 0.0%
Value $150K Shares 1,100 Share Price $136.48 * Est. Cost/Share $133.03 Unrealized @ Report Date -3.6%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $150K Shares 375 Share Price $399.91 Est. Cost/Share $405.16 Unrealized @ Report Date -1.3%
VMC VULCAN MATLS CO COM 0.0%
Value $149K Shares 851 Share Price $175.11 * Est. Cost/Share $101.29 Unrealized @ Report Date +68.9%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value $149K Shares 2,080 Share Price $71.55 Est. Cost/Share $72.10 Unrealized @ Report Date -0.8%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value $147K Shares 6,962 Share Price $21.16 Est. Cost/Share $22.26 Unrealized @ Report Date -5.0%
ARCONIC CORPORATION COM 0.0%
Value $147K Shares 6,925 Share Price $21.16 Est. Cost/Share $28.20 Unrealized @ Report Date
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $146K Shares 1,964 Share Price $74.49 Est. Cost/Share $74.59 Unrealized @ Report Date -0.1%
USB US BANCORP DEL COM NEW 0.0%
Value $146K Shares 3,350 Share Price $43.61 * Est. Cost/Share $36.20 Unrealized @ Report Date +4.4%
GNRC GENERAC HLDGS INC COM 0.0%
Value $145K Shares 1,445 Share Price $100.66 Est. Cost/Share $235.47 Unrealized @ Report Date -57.3%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $143K Shares 6,644 Share Price $21.56 * Est. Cost/Share $14.62 Unrealized @ Report Date +28.8%
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value $143K Shares 12,705 Share Price $11.26 Est. Cost/Share $14.00 Unrealized @ Report Date
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $143K Shares 1,984 Share Price $72.10 Est. Cost/Share $57.33 Unrealized @ Report Date +25.8%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value $142K Shares 2,350 Share Price $60.31 * Est. Cost/Share $66.61 Unrealized @ Report Date -11.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $141K Shares 1,337 Share Price $105.34 Est. Cost/Share $81.87 Unrealized @ Report Date +28.7%
DDOG DATADOG INC CL A COM 0.0%
Value $140K Shares 1,910 Share Price $73.50 Est. Cost/Share $125.88 Unrealized @ Report Date -41.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $140K Shares 2,518 Share Price $55.56 * Est. Cost/Share $14.93 Unrealized @ Report Date -7.0%
WMB WILLIAMS COS INC COM 0.0%
Value $139K Shares 4,238 Share Price $32.90 * Est. Cost/Share $21.78 Unrealized @ Report Date +32.2%
XYL XYLEM INC COM 0.0%
Value $137K Shares 1,237 Share Price $110.57 * Est. Cost/Share $52.67 Unrealized @ Report Date +102.5%
VNT VONTIER CORPORATION COM 0.0%
Value $137K Shares 7,075 Share Price $19.33 Est. Cost/Share $31.20 Unrealized @ Report Date -38.1%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value $137K Shares 4,500 Share Price $30.35 * Est. Cost/Share $29.07 Unrealized @ Report Date -4.1%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $136K Shares 4,735 Share Price $28.67 * Est. Cost/Share $27.10 Unrealized @ Report Date -4.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $134K Shares 2,877 Share Price $46.71 Est. Cost/Share $52.81 Unrealized @ Report Date -11.6%
RGLD ROYAL GOLD INC COM 0.0%
Value $132K Shares 1,175 Share Price $112.72 * Est. Cost/Share $100.83 Unrealized @ Report Date +2.2%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $131K Shares 2,760 Share Price $47.43 Est. Cost/Share $57.25 Unrealized @ Report Date -17.2%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $127K Shares 2,065 Share Price $61.50 * Est. Cost/Share $21.78 Unrealized @ Report Date +150.1%
EL LAUDER ESTEE COS INC CL A 0.0%
Value $127K Shares 510 Share Price $248.11 * Est. Cost/Share $211.96 Unrealized @ Report Date +10.8%
HPQ HP INC COM 0.0%
Value $124K Shares 4,627 Share Price $26.87 * Est. Cost/Share $8.05 Unrealized @ Report Date +198.1%
HON HONEYWELL INTL INC COM 0.0%
Value $121K Shares 564 Share Price $214.30 * Est. Cost/Share $152.16 Unrealized @ Report Date +24.4%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value $121K Shares 3,514 Share Price $34.37 Est. Cost/Share $26.29 Unrealized @ Report Date
PLD PROLOGIS INC. COM 0.0%
Value $120K Shares 1,062 Share Price $112.73 * Est. Cost/Share $88.19 Unrealized @ Report Date +16.3%
FRST PRIMIS FINANCIAL CORP COM 0.0%
Value $119K Shares 10,000 Share Price $11.85 * Est. Cost/Share $12.69 Unrealized @ Report Date -17.3%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value $118K Shares 8,211 Share Price $14.40 Est. Cost/Share $15.99 Unrealized @ Report Date -9.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $118K Shares 1,120 Share Price $105.29 Est. Cost/Share $74.25 Unrealized @ Report Date +41.8%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value $116K Shares 1,891 Share Price $61.37 Est. Cost/Share $56.55 Unrealized @ Report Date +8.5%
KLAC KLA CORP COM NEW 0.0%
Value $116K Shares 307 Share Price $377.03 * Est. Cost/Share $349.49 Unrealized @ Report Date +4.8%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value $116K Shares 11,418 Share Price $10.12 Est. Cost/Share $19.22 Unrealized @ Report Date -47.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $114K Shares 12,009 Share Price $9.48 Est. Cost/Share $18.45 Unrealized @ Report Date -48.6%
ARCC ARES CAPITAL CORP COM 0.0%
Value $114K Shares 6,161 Share Price $18.47 * Est. Cost/Share $11.86 Unrealized @ Report Date +17.3%
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value $114K Shares 37,400 Share Price $3.04 Est. Cost/Share $9.51 Unrealized @ Report Date
CCI CROWN CASTLE INC COM 0.0%
Value $113K Shares 830 Share Price $135.64 * Est. Cost/Share $84.80 Unrealized @ Report Date +35.6%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value $112K Shares 760 Share Price $147.03 * Est. Cost/Share $134.70 Unrealized @ Report Date +2.0%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value $111K Shares 2,867 Share Price $38.79 Est. Cost/Share $28.49 Unrealized @ Report Date +36.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $109K Shares 1,764 Share Price $61.64 Est. Cost/Share $68.75 Unrealized @ Report Date -10.3%
PKG PACKAGING CORP AMER COM 0.0%
Value $109K Shares 850 Share Price $127.91 * Est. Cost/Share $135.32 Unrealized @ Report Date -13.2%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $108K Shares 75 Share Price $1445.45 Est. Cost/Share $467.40 Unrealized @ Report Date +209.3%
DLAPQ DELTA APPAREL INC COM 0.0%
Value $108K Shares 10,205 Share Price $10.61 * Est. Cost/Share $18.38 Unrealized @ Report Date -26.0%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $107K Shares 730 Share Price $147.18 * Est. Cost/Share $94.90 Unrealized @ Report Date +36.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $107K Shares 368 Share Price $291.00 * Est. Cost/Share $204.26 Unrealized @ Report Date +37.4%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value $107K Shares 3,929 Share Price $27.16 Est. Cost/Share $29.42 Unrealized @ Report Date -7.7%
CLX CLOROX CO DEL COM 0.0%
Value $107K Shares 759 Share Price $140.35 * Est. Cost/Share $95.21 Unrealized @ Report Date +33.0%
BLACK KNIGHT INC COM 0.0%
Value $107K Shares 1,725 Share Price $61.75 Est. Cost/Share $65.77 Unrealized @ Report Date
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $105K Shares 2,250 Share Price $46.71 Est. Cost/Share $51.09 Unrealized @ Report Date -8.6%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $104K Shares 2,165 Share Price $48.24 * Est. Cost/Share $25.23 Unrealized @ Report Date -4.4%
FNB F N B CORP COM 0.0%
Value $104K Shares 8,000 Share Price $13.05 * Est. Cost/Share $10.79 Unrealized @ Report Date +9.0%
LIN LINDE PLC SHS 0.0%
Value $104K Shares 320 Share Price $326.18 * Est. Cost/Share $206.55 Unrealized @ Report Date +51.8%
XYZ BLOCK INC CL A 0.0%
Value $103K Shares 1,641 Share Price $62.84 Est. Cost/Share $162.81 Unrealized @ Report Date -61.4%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value $103K Shares 2,542 Share Price $40.49 Est. Cost/Share $30.24 Unrealized @ Report Date +33.9%
WSM WILLIAMS SONOMA INC COM 0.0%
Value $101K Shares 880 Share Price $114.92 * Est. Cost/Share $53.44 Unrealized @ Report Date +1.5%
NWSA NEWS CORP NEW CL A 0.0%
Value $101K Shares 5,532 Share Price $18.20 * Est. Cost/Share $10.51 Unrealized @ Report Date +68.8%
BWA BORGWARNER INC COM 0.0%
Value $101K Shares 2,500 Share Price $40.25 * Est. Cost/Share $30.65 Unrealized @ Report Date +11.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $100K Shares 389 Share Price $257.71 * Est. Cost/Share $188.34 Unrealized @ Report Date +32.3%
ALLE ALLEGION PLC ORD SHS 0.0%
Value $99,997 Shares 950 Share Price $105.26 * Est. Cost/Share $116.62 Unrealized @ Report Date -13.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $97,589 Shares 254 Share Price $384.21 Est. Cost/Share $271.06 Unrealized @ Report Date +41.7%
MARATHON OIL CORP COM 0.0%
Value $97,446 Shares 3,600 Share Price $27.07 Est. Cost/Share $10.94 Unrealized @ Report Date
ISHARES IBONDS MAR 2023 TERM CORPORATE ETF 0.0%
Value $94,801 Shares 3,577 Share Price $26.50 Est. Cost/Share $26.41 Unrealized @ Report Date
DAR DARLING INGREDIENTS INC COM 0.0%
Value $93,885 Shares 1,500 Share Price $62.59 * Est. Cost/Share $27.11 Unrealized @ Report Date +160.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $92,514 Shares 681 Share Price $135.85 Est. Cost/Share $89.89 Unrealized @ Report Date +51.1%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value $92,454 Shares 1,425 Share Price $64.88 Est. Cost/Share $67.83 Unrealized @ Report Date -4.3%
NDAQ NASDAQ INC COM 0.0%
Value $92,025 Shares 1,500 Share Price $61.35 * Est. Cost/Share $48.22 Unrealized @ Report Date +21.9%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value $91,551 Shares 1,827 Share Price $50.11 Est. Cost/Share $48.72 Unrealized @ Report Date
NUVEEN PFD & INCOME SECS FD COM 0.0%
Value $91,503 Shares 13,456 Share Price $6.80 Est. Cost/Share $8.99 Unrealized @ Report Date
CNC CENTENE CORP DEL COM 0.0%
Value $90,703 Shares 1,106 Share Price $82.01 Est. Cost/Share $60.84 Unrealized @ Report Date +34.3%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $90,104 Shares 929 Share Price $96.99 Est. Cost/Share $99.44 Unrealized @ Report Date -2.5%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value $88,859 Shares 1,480 Share Price $60.04 Est. Cost/Share $71.30 Unrealized @ Report Date -15.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value $87,596 Shares 1,175 Share Price $74.55 Est. Cost/Share $58.14 Unrealized @ Report Date +28.2%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $86,288 Shares 990 Share Price $87.16 * Est. Cost/Share $81.25 Unrealized @ Report Date +2.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $86,245 Shares 7,572 Share Price $11.39 Est. Cost/Share $24.34 Unrealized @ Report Date -53.2%
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $84,266 Shares 3,615 Share Price $23.31 Est. Cost/Share $24.67 Unrealized @ Report Date
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $83,418 Shares 3,430 Share Price $24.32 Est. Cost/Share $24.34 Unrealized @ Report Date
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value $81,416 Shares 3,334 Share Price $24.42 Est. Cost/Share $24.42 Unrealized @ Report Date
WESTROCK CO COM 0.0%
Value $81,286 Shares 2,312 Share Price $35.16 Est. Cost/Share $38.20 Unrealized @ Report Date
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $79,618 Shares 968 Share Price $82.25 Est. Cost/Share $91.01 Unrealized @ Report Date -9.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $77,079 Shares 875 Share Price $88.09 Est. Cost/Share $232.39 Unrealized @ Report Date -62.1%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $76,646 Shares 2,495 Share Price $30.72 * Est. Cost/Share $33.94 Unrealized @ Report Date -25.6%
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value $76,383 Shares 2,770 Share Price $27.58 Est. Cost/Share $29.79 Unrealized @ Report Date -7.4%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $75,491 Shares 1,826 Share Price $41.34 Est. Cost/Share $57.62 Unrealized @ Report Date -28.3%
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value $75,203 Shares 750 Share Price $100.27 Est. Cost/Share $100.83 Unrealized @ Report Date -0.6%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value $74,721 Shares 1,616 Share Price $46.24 Est. Cost/Share $47.20 Unrealized @ Report Date -2.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value $74,669 Shares 450 Share Price $165.93 Est. Cost/Share $140.57 Unrealized @ Report Date +18.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $73,837 Shares 2,319 Share Price $31.84 Est. Cost/Share $56.62 Unrealized @ Report Date -43.8%
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value $70,717 Shares 50 Share Price $1414.34 * Est. Cost/Share $1167.46 Unrealized @ Report Date +16.1%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $70,428 Shares 1,317 Share Price $53.48 * Est. Cost/Share $50.31 Unrealized @ Report Date -1.4%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $69,380 Shares 5,981 Share Price $11.60 Est. Cost/Share $16.03 Unrealized @ Report Date
USFD US FOODS HLDG CORP COM 0.0%
Value $68,891 Shares 2,025 Share Price $34.02 Est. Cost/Share $23.78 Unrealized @ Report Date +43.1%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $68,326 Shares 735 Share Price $92.96 * Est. Cost/Share $60.99 Unrealized @ Report Date +44.7%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value $67,850 Shares 23,000 Share Price $2.95 Est. Cost/Share $3.41 Unrealized @ Report Date -13.6%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $67,719 Shares 1,476 Share Price $45.88 Est. Cost/Share $41.85 Unrealized @ Report Date +9.6%
PPL PPL CORP COM 0.0%
Value $67,206 Shares 2,300 Share Price $29.22 * Est. Cost/Share $22.29 Unrealized @ Report Date +18.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value $66,881 Shares 681 Share Price $98.21 Est. Cost/Share $77.46 Unrealized @ Report Date +26.8%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value $66,803 Shares 197 Share Price $339.10 Est. Cost/Share $430.22 Unrealized @ Report Date -21.2%
OKE ONEOK INC NEW COM 0.0%
Value $65,700 Shares 1,000 Share Price $65.70 * Est. Cost/Share $49.62 Unrealized @ Report Date +5.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $64,951 Shares 784 Share Price $82.85 * Est. Cost/Share $68.81 Unrealized @ Report Date +12.4%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value $63,980 Shares 1,000 Share Price $63.98 Est. Cost/Share $54.06 Unrealized @ Report Date +18.4%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $62,990 Shares 1,000 Share Price $62.99 * Est. Cost/Share $58.13 Unrealized @ Report Date +3.1%
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value $62,405 Shares 3,500 Share Price $17.83 Est. Cost/Share $20.19 Unrealized @ Report Date
PNR PENTAIR PLC SHS 0.0%
Value $62,072 Shares 1,380 Share Price $44.98 * Est. Cost/Share $32.52 Unrealized @ Report Date +33.3%
IP INTERNATIONAL PAPER CO COM 0.0%
Value $61,745 Shares 1,783 Share Price $34.63 * Est. Cost/Share $40.14 Unrealized @ Report Date -24.7%
EOG EOG RES INC COM 0.0%
Value $61,522 Shares 475 Share Price $129.52 * Est. Cost/Share $101.57 Unrealized @ Report Date +14.2%
GIS GENERAL MLS INC COM 0.0%
Value $61,439 Shares 733 Share Price $83.82 * Est. Cost/Share $43.09 Unrealized @ Report Date +74.3%
IEX IDEX CORP COM 0.0%
Value $60,964 Shares 267 Share Price $228.33 * Est. Cost/Share $146.15 Unrealized @ Report Date +50.2%
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value $60,954 Shares 5,050 Share Price $12.07 Est. Cost/Share $12.24 Unrealized @ Report Date
AVY AVERY DENNISON CORP COM 0.0%
Value $60,635 Shares 335 Share Price $181.00 * Est. Cost/Share $94.51 Unrealized @ Report Date +81.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $60,602 Shares 487 Share Price $124.44 * Est. Cost/Share $49.13 Unrealized @ Report Date +26.6%
PATTERSON COS INC COM 0.0%
Value $60,265 Shares 2,150 Share Price $28.03 Est. Cost/Share $35.41 Unrealized @ Report Date
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value $59,960 Shares 800 Share Price $74.95 Est. Cost/Share $78.69 Unrealized @ Report Date -4.8%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $59,370 Shares 1,500 Share Price $39.58 Est. Cost/Share $39.12 Unrealized @ Report Date +1.2%
O REALTY INCOME CORP COM 0.0%
Value $58,787 Shares 927 Share Price $63.42 * Est. Cost/Share $55.58 Unrealized @ Report Date -3.3%
IDXX IDEXX LABS INC COM 0.0%
Value $58,746 Shares 144 Share Price $407.96 Est. Cost/Share $412.42 Unrealized @ Report Date -1.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value $57,949 Shares 675 Share Price $85.85 * Est. Cost/Share $54.11 Unrealized @ Report Date +42.8%
AUDC AUDIOCODES LTD ORD 0.0%
Value $57,642 Shares 3,222 Share Price $17.89 * Est. Cost/Share $24.27 Unrealized @ Report Date -30.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $56,244 Shares 625 Share Price $89.99 Est. Cost/Share $88.89 Unrealized @ Report Date +1.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value $56,048 Shares 795 Share Price $70.50 * Est. Cost/Share $29.16 Unrealized @ Report Date +20.9%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value $55,883 Shares 2,900 Share Price $19.27 Est. Cost/Share $20.85 Unrealized @ Report Date
DOCU DOCUSIGN INC COM 0.0%
Value $55,420 Shares 1,000 Share Price $55.42 * Est. Cost/Share $227.99 Unrealized @ Report Date -78.6%
BP BP PLC SPONSORED ADR 0.0%
Value $55,399 Shares 1,586 Share Price $34.93 Est. Cost/Share $32.21 Unrealized @ Report Date +8.4%
SANDSTORM GOLD LTD COM NEW 0.0%
Value $55,283 Shares 10,510 Share Price $5.26 Est. Cost/Share $6.20 Unrealized @ Report Date
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $55,114 Shares 1,454 Share Price $37.91 Est. Cost/Share $38.38 Unrealized @ Report Date -1.3%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $54,475 Shares 2,065 Share Price $26.38 * Est. Cost/Share $24.25 Unrealized @ Report Date -7.2%
AWR AMER STATES WTR CO COM 0.0%
Value $54,234 Shares 586 Share Price $92.55 * Est. Cost/Share $47.02 Unrealized @ Report Date +84.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $54,193 Shares 578 Share Price $93.76 * Est. Cost/Share $40.72 Unrealized @ Report Date +106.8%
VMWARE INC CL A COM 0.0%
Value $53,769 Shares 438 Share Price $122.76 Est. Cost/Share $114.73 Unrealized @ Report Date
CC CHEMOURS CO COM 0.0%
Value $53,721 Shares 1,754 Share Price $30.63 * Est. Cost/Share $12.57 Unrealized @ Report Date +117.1%
QDEL QUIDELORTHO CORP COM 0.0%
Value $53,544 Shares 625 Share Price $85.67 Est. Cost/Share $117.71 Unrealized @ Report Date -28.0%
SNY SANOFI SPONSORED ADR 0.0%
Value $53,273 Shares 1,100 Share Price $48.43 Est. Cost/Share $40.93 Unrealized @ Report Date +18.3%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $53,206 Shares 705 Share Price $75.47 Est. Cost/Share $86.11 Unrealized @ Report Date -12.4%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $52,780 Shares 314 Share Price $168.09 * Est. Cost/Share $67.73 Unrealized @ Report Date +140.1%
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value $52,450 Shares 5,000 Share Price $10.49 * Est. Cost/Share $20.42 Unrealized @ Report Date -39.4%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $52,356 Shares 1,875 Share Price $27.92 * Est. Cost/Share $26.58 Unrealized @ Report Date -9.3%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $51,998 Shares 247 Share Price $210.52 Est. Cost/Share $143.20 Unrealized @ Report Date +47.0%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value $51,975 Shares 1,750 Share Price $29.70 * Est. Cost/Share $42.56 Unrealized @ Report Date -23.8%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value $51,940 Shares 1,573 Share Price $33.02 Est. Cost/Share $44.99 Unrealized @ Report Date -26.6%
KHC KRAFT HEINZ CO COM 0.0%
Value $51,850 Shares 1,274 Share Price $40.70 * Est. Cost/Share $35.84 Unrealized @ Report Date -2.2%
ETSY ETSY INC COM 0.0%
Value $51,625 Shares 431 Share Price $119.78 Est. Cost/Share $156.93 Unrealized @ Report Date -23.7%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $51,590 Shares 944 Share Price $54.65 Est. Cost/Share $30.68 Unrealized @ Report Date +78.1%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $51,286 Shares 4,575 Share Price $11.21 Est. Cost/Share $12.12 Unrealized @ Report Date
TKR TIMKEN CO COM 0.0%
Value $51,024 Shares 722 Share Price $70.67 Est. Cost/Share $47.31 Unrealized @ Report Date +49.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value $50,760 Shares 393 Share Price $129.16 * Est. Cost/Share $65.87 Unrealized @ Report Date -2.0%
XME SPDR S&P METALS & MINING ETF 0.0%
Value $49,810 Shares 1,000 Share Price $49.81 Est. Cost/Share $42.49 Unrealized @ Report Date
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value $49,295 Shares 1,000 Share Price $49.30 Est. Cost/Share $49.50 Unrealized @ Report Date -0.4%
FFIV F5 INC COM 0.0%
Value $48,793 Shares 340 Share Price $143.51 Est. Cost/Share $150.58 Unrealized @ Report Date -4.7%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $48,560 Shares 4,000 Share Price $12.14 Est. Cost/Share $15.73 Unrealized @ Report Date
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $48,136 Shares 800 Share Price $60.17 Est. Cost/Share $45.15 Unrealized @ Report Date +33.3%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $47,530 Shares 200 Share Price $237.65 Est. Cost/Share $125.65 Unrealized @ Report Date +89.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $46,927 Shares 668 Share Price $70.25 * Est. Cost/Share $57.03 Unrealized @ Report Date +14.5%
FUL FULLER H B CO COM 0.0%
Value $46,553 Shares 650 Share Price $71.62 * Est. Cost/Share $55.05 Unrealized @ Report Date +24.7%
VTRS VIATRIS INC COM 0.0%
Value $46,449 Shares 4,173 Share Price $11.13 * Est. Cost/Share $13.19 Unrealized @ Report Date -26.5%
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $45,750 Shares 1,000 Share Price $45.75 Est. Cost/Share $37.55 Unrealized @ Report Date +21.8%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value $45,317 Shares 1,440 Share Price $31.47 Est. Cost/Share $36.53 Unrealized @ Report Date -13.9%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $45,038 Shares 350 Share Price $128.68 * Est. Cost/Share $401.82 Unrealized @ Report Date -60.4%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $44,279 Shares 100 Share Price $442.79 Est. Cost/Share $267.28 Unrealized @ Report Date +65.7%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value $43,596 Shares 4,200 Share Price $10.38 Est. Cost/Share $13.22 Unrealized @ Report Date
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value $43,239 Shares 669 Share Price $64.63 Est. Cost/Share $81.70 Unrealized @ Report Date
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $43,135 Shares 514 Share Price $83.92 * Est. Cost/Share $47.24 Unrealized @ Report Date +59.3%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $43,104 Shares 155 Share Price $278.09 Est. Cost/Share $126.54 Unrealized @ Report Date +119.8%
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value $43,013 Shares 1,440 Share Price $29.87 Est. Cost/Share $26.82 Unrealized @ Report Date
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $42,399 Shares 448 Share Price $94.64 Est. Cost/Share $82.54 Unrealized @ Report Date +14.7%
HRL HORMEL FOODS CORP COM 0.0%
Value $42,362 Shares 930 Share Price $45.55 * Est. Cost/Share $30.92 Unrealized @ Report Date +32.7%
CME CME GROUP INC COM 0.0%
Value $41,704 Shares 248 Share Price $168.16 * Est. Cost/Share $74.53 Unrealized @ Report Date +101.7%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $41,687 Shares 1,169 Share Price $35.66 * Est. Cost/Share $30.88 Unrealized @ Report Date +5.7%
OKTA OKTA INC CL A 0.0%
Value $40,998 Shares 600 Share Price $68.33 Est. Cost/Share $238.22 Unrealized @ Report Date -71.3%
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value $40,765 Shares 3,100 Share Price $13.15 Est. Cost/Share $13.15 Unrealized @ Report Date
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $40,550 Shares 325 Share Price $124.77 Est. Cost/Share $115.22 Unrealized @ Report Date +8.3%
ADSK AUTODESK INC COM 0.0%
Value $40,364 Shares 216 Share Price $186.87 Est. Cost/Share $256.83 Unrealized @ Report Date -27.2%
MMS MAXIMUS INC COM 0.0%
Value $40,332 Shares 550 Share Price $73.33 Est. Cost/Share $77.08 Unrealized @ Report Date -4.9%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value $40,021 Shares 571 Share Price $70.09 * Est. Cost/Share $78.87 Unrealized @ Report Date -5.1%
EQIX EQUINIX INC COM 0.0%
Value $39,957 Shares 61 Share Price $655.03 * Est. Cost/Share $583.88 Unrealized @ Report Date +5.4%
BARRICK GOLD CORP COM 0.0%
Value $39,445 Shares 2,296 Share Price $17.18 Est. Cost/Share $18.08 Unrealized @ Report Date
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $39,215 Shares 462 Share Price $84.88 Est. Cost/Share $79.20 Unrealized @ Report Date +7.2%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value $38,496 Shares 1,602 Share Price $24.03 Est. Cost/Share $19.64 Unrealized @ Report Date
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $38,271 Shares 363 Share Price $105.43 Est. Cost/Share $116.90 Unrealized @ Report Date -9.8%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $38,181 Shares 325 Share Price $117.48 * Est. Cost/Share $101.37 Unrealized @ Report Date -1.4%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $38,098 Shares 2,257 Share Price $16.88 Est. Cost/Share $45.18 Unrealized @ Report Date
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $37,745 Shares 215 Share Price $175.56 Est. Cost/Share $100.52 Unrealized @ Report Date +76.3%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $37,667 Shares 1,983 Share Price $18.99 Est. Cost/Share $20.58 Unrealized @ Report Date -7.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $37,375 Shares 610 Share Price $61.27 * Est. Cost/Share $46.28 Unrealized @ Report Date +19.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $37,295 Shares 500 Share Price $74.59 * Est. Cost/Share $64.29 Unrealized @ Report Date +13.7%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value $37,089 Shares 1,436 Share Price $25.83 Est. Cost/Share $34.66 Unrealized @ Report Date
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $35,860 Shares 170 Share Price $210.94 * Est. Cost/Share $36.65 Unrealized @ Report Date -4.1%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $35,681 Shares 1,121 Share Price $31.83 Est. Cost/Share $33.72 Unrealized @ Report Date -5.6%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value $35,057 Shares 1,461 Share Price $24.00 Est. Cost/Share $23.78 Unrealized @ Report Date +0.9%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value $34,675 Shares 2,500 Share Price $13.87 Est. Cost/Share $16.56 Unrealized @ Report Date
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value $34,560 Shares 3,000 Share Price $11.52 * Est. Cost/Share $11.82 Unrealized @ Report Date -10.7%
PINS PINTEREST INC CL A 0.0%
Value $34,405 Shares 1,417 Share Price $24.28 Est. Cost/Share $32.79 Unrealized @ Report Date -26.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $34,219 Shares 1,900 Share Price $18.01 Est. Cost/Share $7.45 Unrealized @ Report Date +141.7%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value $33,938 Shares 501 Share Price $67.74 Est. Cost/Share $235.14 Unrealized @ Report Date -71.2%
GSK GSK PLC SPONSORED ADR 0.0%
Value $33,734 Shares 960 Share Price $35.14 Est. Cost/Share $39.85 Unrealized @ Report Date -11.8%
PLAB PHOTRONICS INC COM 0.0%
Value $33,660 Shares 2,000 Share Price $16.83 Est. Cost/Share $17.05 Unrealized @ Report Date 0.0%
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value $33,318 Shares 2,700 Share Price $12.34 Est. Cost/Share $16.39 Unrealized @ Report Date
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $32,954 Shares 189 Share Price $174.36 Est. Cost/Share $216.42 Unrealized @ Report Date -19.4%
INVESCO ADVANTAGE MUN INCOME T SH BEN INT 0.0%
Value $32,857 Shares 3,825 Share Price $8.59 Est. Cost/Share $8.59 Unrealized @ Report Date
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $32,694 Shares 207 Share Price $157.94 * Est. Cost/Share $123.50 Unrealized @ Report Date +13.3%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $32,503 Shares 2,073 Share Price $15.68 Est. Cost/Share $21.26 Unrealized @ Report Date
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value $32,395 Shares 1,100 Share Price $29.45 Est. Cost/Share $26.75 Unrealized @ Report Date +10.1%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $32,348 Shares 256 Share Price $126.36 Est. Cost/Share $58.75 Unrealized @ Report Date +113.2%
MFC MANULIFE FINL CORP COM 0.0%
Value $31,773 Shares 1,781 Share Price $17.84 Est. Cost/Share $17.18 Unrealized @ Report Date +3.8%
PSA PUBLIC STORAGE COM 0.0%
Value $31,661 Shares 113 Share Price $280.19 * Est. Cost/Share $147.26 Unrealized @ Report Date +68.2%
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 0.0%
Value $31,584 Shares 600 Share Price $52.64 Est. Cost/Share $57.70 Unrealized @ Report Date
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $31,565 Shares 175 Share Price $180.37 Est. Cost/Share $61.29 Unrealized @ Report Date +194.3%
AES AES CORP COM 0.0%
Value $31,348 Shares 1,090 Share Price $28.76 * Est. Cost/Share $19.34 Unrealized @ Report Date +30.3%
EXC EXELON CORP COM 0.0%
Value $31,342 Shares 725 Share Price $43.23 * Est. Cost/Share $35.24 Unrealized @ Report Date +9.7%
EA ELECTRONIC ARTS INC COM 0.0%
Value $30,545 Shares 250 Share Price $122.18 Est. Cost/Share $131.94 Unrealized @ Report Date -8.9%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $30,405 Shares 363 Share Price $83.76 Est. Cost/Share $89.32 Unrealized @ Report Date -6.2%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value $29,820 Shares 500 Share Price $59.64 Est. Cost/Share $57.97 Unrealized @ Report Date +2.9%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $29,743 Shares 1,214 Share Price $24.50 * Est. Cost/Share $11.70 Unrealized @ Report Date +87.0%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value $29,512 Shares 2,237 Share Price $13.19 Est. Cost/Share $11.52 Unrealized @ Report Date
MAC MACERICH CO COM 0.0%
Value $28,938 Shares 2,570 Share Price $11.26 Est. Cost/Share $9.73 Unrealized @ Report Date
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $28,501 Shares 361 Share Price $78.95 Est. Cost/Share $117.22 Unrealized @ Report Date -32.7%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $28,109 Shares 259 Share Price $108.53 * Est. Cost/Share $16.30 Unrealized @ Report Date +122.0%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $27,835 Shares 426 Share Price $65.34 Est. Cost/Share $48.16 Unrealized @ Report Date +35.7%
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value $27,370 Shares 1,750 Share Price $15.64 Est. Cost/Share $29.37 Unrealized @ Report Date
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value $27,342 Shares 350 Share Price $78.12 Est. Cost/Share $65.13 Unrealized @ Report Date
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $27,281 Shares 270 Share Price $101.04 * Est. Cost/Share $68.32 Unrealized @ Report Date +29.8%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $27,249 Shares 510 Share Price $53.43 Est. Cost/Share $33.01 Unrealized @ Report Date
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value $26,670 Shares 1,750 Share Price $15.24 Est. Cost/Share $27.12 Unrealized @ Report Date -43.8%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $26,559 Shares 182 Share Price $145.93 Est. Cost/Share $145.33 Unrealized @ Report Date +0.4%
ARAVIVE INC COM 0.0%
Value $26,400 Shares 20,000 Share Price $1.32 Est. Cost/Share $1.32 Unrealized @ Report Date
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $26,368 Shares 800 Share Price $32.96 Est. Cost/Share $31.06 Unrealized @ Report Date +6.1%
BBH VANECK BIOTECH ETF 0.0%
Value $26,357 Shares 165 Share Price $159.74 Est. Cost/Share $122.58 Unrealized @ Report Date +30.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $26,171 Shares 386 Share Price $67.80 Est. Cost/Share $35.98 Unrealized @ Report Date
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value $25,988 Shares 400 Share Price $64.97 Est. Cost/Share $51.29 Unrealized @ Report Date +26.7%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $25,950 Shares 1,500 Share Price $17.30 * Est. Cost/Share $26.10 Unrealized @ Report Date -66.9%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value $25,392 Shares 800 Share Price $31.74 Est. Cost/Share $30.33 Unrealized @ Report Date +4.6%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value $25,088 Shares 429 Share Price $58.48 Est. Cost/Share $67.02 Unrealized @ Report Date -12.7%
DNP SELECT INCOME FD INC COM 0.0%
Value $25,043 Shares 2,226 Share Price $11.25 Est. Cost/Share $10.46 Unrealized @ Report Date
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value $24,835 Shares 570 Share Price $43.57 Est. Cost/Share $35.47 Unrealized @ Report Date +22.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $24,785 Shares 345 Share Price $71.84 Est. Cost/Share $85.18 Unrealized @ Report Date -15.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value $24,469 Shares 315 Share Price $77.68 * Est. Cost/Share $35.54 Unrealized @ Report Date +9.3%
CRMT AMERICAS CAR-MART INC COM 0.0%
Value $24,063 Shares 333 Share Price $72.26 * Est. Cost/Share $24.51 Unrealized @ Report Date +177.2%
NTAP NETAPP INC COM 0.0%
Value $24,024 Shares 400 Share Price $60.06 * Est. Cost/Share $59.71 Unrealized @ Report Date -6.5%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $23,978 Shares 273 Share Price $87.83 Est. Cost/Share $45.80 Unrealized @ Report Date +91.8%
RY ROYAL BK CDA COM 0.0%
Value $23,693 Shares 252 Share Price $94.02 Est. Cost/Share $56.45 Unrealized @ Report Date +67.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value $23,496 Shares 400 Share Price $58.74 Est. Cost/Share $53.46 Unrealized @ Report Date +9.9%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $23,196 Shares 1,375 Share Price $16.87 Est. Cost/Share $22.14 Unrealized @ Report Date
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $22,972 Shares 143 Share Price $160.64 Est. Cost/Share $139.68 Unrealized @ Report Date +15.0%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value $22,860 Shares 1,000 Share Price $22.86 Est. Cost/Share $28.22 Unrealized @ Report Date -19.0%
DLR DIGITAL RLTY TR INC COM 0.0%
Value $22,668 Shares 226 Share Price $100.30 * Est. Cost/Share $119.63 Unrealized @ Report Date -23.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $22,490 Shares 500 Share Price $44.98 Est. Cost/Share $45.20 Unrealized @ Report Date -0.5%
MSM MSC INDL DIRECT INC CL A 0.0%
Value $22,468 Shares 275 Share Price $81.70 Est. Cost/Share $79.07 Unrealized @ Report Date +3.1%
CAR AVIS BUDGET GROUP COM 0.0%
Value $22,294 Shares 136 Share Price $163.93 * Est. Cost/Share $191.13 Unrealized @ Report Date -0.3%
STERICYCLE INC COM 0.0%
Value $22,251 Shares 446 Share Price $49.89 Est. Cost/Share $70.38 Unrealized @ Report Date
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value $22,101 Shares 403 Share Price $54.84 Est. Cost/Share $53.36 Unrealized @ Report Date +2.8%
TWLO TWILIO INC CL A 0.0%
Value $22,032 Shares 450 Share Price $48.96 Est. Cost/Share $299.07 Unrealized @ Report Date -83.6%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $22,001 Shares 448 Share Price $49.11 Est. Cost/Share $53.22 Unrealized @ Report Date -7.7%
HUBS HUBSPOT INC COM 0.0%
Value $21,685 Shares 75 Share Price $289.13 Est. Cost/Share $756.48 Unrealized @ Report Date -62.5%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value $21,640 Shares 2,000 Share Price $10.82 Est. Cost/Share $14.97 Unrealized @ Report Date
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $20,949 Shares 243 Share Price $86.21 * Est. Cost/Share $86.05 Unrealized @ Report Date -2.2%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $20,850 Shares 2,500 Share Price $8.34 * Est. Cost/Share $11.92 Unrealized @ Report Date -27.4%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $20,826 Shares 356 Share Price $58.50 Est. Cost/Share $53.50 Unrealized @ Report Date +9.4%
SCI SERVICE CORP INTL COM 0.0%
Value $20,742 Shares 300 Share Price $69.14 Est. Cost/Share $28.51 Unrealized @ Report Date +142.5%
ES EVERSOURCE ENERGY COM 0.0%
Value $20,625 Shares 246 Share Price $83.84 * Est. Cost/Share $38.85 Unrealized @ Report Date +88.9%
VRSN VERISIGN INC COM 0.0%
Value $20,544 Shares 100 Share Price $205.44 * Est. Cost/Share $217.22 Unrealized @ Report Date -12.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $20,409 Shares 137 Share Price $148.97 * Est. Cost/Share $89.47 Unrealized @ Report Date +61.5%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value $20,350 Shares 5,000 Share Price $4.07 * Est. Cost/Share $76.47 Unrealized @ Report Date -46.8%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value $20,286 Shares 150 Share Price $135.24 Est. Cost/Share $119.59 Unrealized @ Report Date +13.1%
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value $20,274 Shares 650 Share Price $31.19 Est. Cost/Share $19.38 Unrealized @ Report Date +64.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $20,056 Shares 800 Share Price $25.07 * Est. Cost/Share $17.98 Unrealized @ Report Date +15.9%
TCV ACQUISITION CORP CL A SHS 0.0%
Value $20,000 Shares 2,000 Share Price $10.00 Est. Cost/Share $9.91 Unrealized @ Report Date
DTE DTE ENERGY CO COM 0.0%
Value $19,863 Shares 169 Share Price $117.53 * Est. Cost/Share $89.90 Unrealized @ Report Date +17.8%
ESS ESSEX PPTY TR INC COM 0.0%
Value $19,797 Shares 93 Share Price $212.87 * Est. Cost/Share $254.41 Unrealized @ Report Date -24.2%
AN AUTONATION INC COM 0.0%
Value $19,743 Shares 184 Share Price $107.30 Est. Cost/Share $56.71 Unrealized @ Report Date +89.2%
SMARTSHEET INC COM CL A 0.0%
Value $19,680 Shares 500 Share Price $39.36 Est. Cost/Share $55.99 Unrealized @ Report Date
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value $19,396 Shares 272 Share Price $71.31 Est. Cost/Share $85.15 Unrealized @ Report Date -16.3%
AEE AMEREN CORP COM 0.0%
Value $19,055 Shares 214 Share Price $89.04 * Est. Cost/Share $37.08 Unrealized @ Report Date +118.3%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $18,853 Shares 405 Share Price $46.55 Est. Cost/Share $21.87 Unrealized @ Report Date +112.9%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $18,561 Shares 325 Share Price $57.11 * Est. Cost/Share $65.23 Unrealized @ Report Date -16.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value $18,106 Shares 551 Share Price $32.86 * Est. Cost/Share $37.12 Unrealized @ Report Date -13.9%
PARAMOUNT GLOBAL CLASS A COM 0.0%
Value $17,806 Shares 908 Share Price $19.61 Est. Cost/Share $44.87 Unrealized @ Report Date
PETS PETMED EXPRESS INC COM 0.0%
Value $17,700 Shares 1,000 Share Price $17.70 * Est. Cost/Share $17.13 Unrealized @ Report Date +16.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $17,470 Shares 259 Share Price $67.45 Est. Cost/Share $68.20 Unrealized @ Report Date -1.1%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $17,420 Shares 100 Share Price $174.20 Est. Cost/Share $89.15 Unrealized @ Report Date +95.4%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $17,308 Shares 200 Share Price $86.54 Est. Cost/Share $72.58 Unrealized @ Report Date +19.2%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $16,918 Shares 200 Share Price $84.59 Est. Cost/Share $109.24 Unrealized @ Report Date -22.6%
MGA MAGNA INTL INC COM 0.0%
Value $16,854 Shares 300 Share Price $56.18 * Est. Cost/Share $33.44 Unrealized @ Report Date +49.6%
MUSA MURPHY USA INC COM 0.0%
Value $16,772 Shares 60 Share Price $279.53 Est. Cost/Share $184.28 Unrealized @ Report Date +49.5%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $16,704 Shares 285 Share Price $58.61 Est. Cost/Share $61.37 Unrealized @ Report Date -4.5%
WELL WELLTOWER INC COM 0.0%
Value $16,388 Shares 250 Share Price $65.55 * Est. Cost/Share $43.29 Unrealized @ Report Date +41.1%
EPAM EPAM SYS INC COM 0.0%
Value $16,387 Shares 50 Share Price $327.74 * Est. Cost/Share $643.63 Unrealized @ Report Date -47.2%
BB BLACKBERRY LTD COM 0.0%
Value $16,300 Shares 5,000 Share Price $3.26 Est. Cost/Share $10.26 Unrealized @ Report Date -68.2%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $16,050 Shares 1,000 Share Price $16.05 * Est. Cost/Share $10.77 Unrealized @ Report Date +36.0%
FTV FORTIVE CORP COM 0.0%
Value $15,998 Shares 249 Share Price $64.25 * Est. Cost/Share $36.91 Unrealized @ Report Date +29.5%
CFFI C & F FINL CORP COM 0.0%
Value $15,616 Shares 268 Share Price $58.27 * Est. Cost/Share $40.73 Unrealized @ Report Date +30.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $15,385 Shares 60 Share Price $256.42 Est. Cost/Share $557.27 Unrealized @ Report Date -54.0%
POOL POOL CORP COM 0.0%
Value $15,117 Shares 50 Share Price $302.34 * Est. Cost/Share $192.80 Unrealized @ Report Date +50.5%
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value $15,100 Shares 1,000 Share Price $15.10 Est. Cost/Share $22.73 Unrealized @ Report Date
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value $14,848 Shares 621 Share Price $23.91 Est. Cost/Share $32.71 Unrealized @ Report Date -26.9%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $14,003 Shares 231 Share Price $60.62 Est. Cost/Share $78.78 Unrealized @ Report Date
FLR FLUOR CORP NEW COM 0.0%
Value $13,864 Shares 400 Share Price $34.66 * Est. Cost/Share $11.04 Unrealized @ Report Date +189.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $13,836 Shares 344 Share Price $40.22 * Est. Cost/Share $24.44 Unrealized @ Report Date +54.6%
IR INGERSOLL RAND INC COM 0.0%
Value $13,794 Shares 264 Share Price $52.25 Est. Cost/Share $31.60 Unrealized @ Report Date +64.8%
SR SPIRE INC COM 0.0%
Value $13,772 Shares 200 Share Price $68.86 Est. Cost/Share $71.02 Unrealized @ Report Date
IYE ISHARES U.S. ENERGY ETF 0.0%
Value $13,715 Shares 295 Share Price $46.49 Est. Cost/Share $46.74 Unrealized @ Report Date -0.5%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $13,655 Shares 335 Share Price $40.76 Est. Cost/Share $40.70 Unrealized @ Report Date +0.1%
REET ISHARES GLOBAL REIT ETF 0.0%
Value $13,626 Shares 600 Share Price $22.71 Est. Cost/Share $29.21 Unrealized @ Report Date
MAG SILVER CORP COM 0.0%
Value $13,254 Shares 848 Share Price $15.63 Est. Cost/Share $17.30 Unrealized @ Report Date
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value $13,212 Shares 140 Share Price $94.37 * Est. Cost/Share $74.60 Unrealized @ Report Date +14.0%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $13,144 Shares 185 Share Price $71.05 Est. Cost/Share $38.81 Unrealized @ Report Date +83.1%
ILMN ILLUMINA INC COM 0.0%
Value $13,143 Shares 65 Share Price $202.20 * Est. Cost/Share $378.89 Unrealized @ Report Date -48.1%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $13,124 Shares 333 Share Price $39.41 Est. Cost/Share $13.55 Unrealized @ Report Date +188.2%
PSR INVESCO ACTIVE U.S. REAL ESTATE FUND 0.0%
Value $13,062 Shares 150 Share Price $87.08 Est. Cost/Share $111.70 Unrealized @ Report Date
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value $13,006 Shares 465 Share Price $27.97 Est. Cost/Share $35.49 Unrealized @ Report Date
SOUTHWESTERN ENERGY CO COM 0.0%
Value $12,952 Shares 2,214 Share Price $5.85 Est. Cost/Share $5.23 Unrealized @ Report Date
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value $12,917 Shares 194 Share Price $66.58 Est. Cost/Share $61.22 Unrealized @ Report Date +8.8%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $12,758 Shares 200 Share Price $63.79 * Est. Cost/Share $16.90 Unrealized @ Report Date +258.6%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $12,511 Shares 100 Share Price $125.11 Est. Cost/Share $98.69 Unrealized @ Report Date +26.8%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $12,378 Shares 250 Share Price $49.51 Est. Cost/Share $53.70 Unrealized @ Report Date -7.8%
EWC ISHARES MSCI CANADA ETF 0.0%
Value $12,372 Shares 378 Share Price $32.73 Est. Cost/Share $30.76 Unrealized @ Report Date
SPLUNK INC COM 0.0%
Value $12,053 Shares 140 Share Price $86.09 Est. Cost/Share $139.54 Unrealized @ Report Date
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value $11,953 Shares 175 Share Price $68.30 Est. Cost/Share $68.30 Unrealized @ Report Date
ITT ITT INC COM 0.0%
Value $11,760 Shares 145 Share Price $81.10 Est. Cost/Share $97.81 Unrealized @ Report Date -17.1%
SEIC SEI INVTS CO COM 0.0%
Value $11,660 Shares 200 Share Price $58.30 * Est. Cost/Share $51.13 Unrealized @ Report Date +9.6%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $11,568 Shares 250 Share Price $46.27 Est. Cost/Share $40.54 Unrealized @ Report Date +14.1%
ACTIVISION BLIZZARD INC COM 0.0%
Value $11,483 Shares 150 Share Price $76.55 Est. Cost/Share $80.11 Unrealized @ Report Date
CCJ CAMECO CORP COM 0.0%
Value $11,335 Shares 500 Share Price $22.67 Est. Cost/Share $25.34 Unrealized @ Report Date -11.1%
RYN RAYONIER INC COM 0.0%
Value $11,206 Shares 340 Share Price $32.96 Est. Cost/Share $24.72 Unrealized @ Report Date
KAMAN CORP COM 0.0%
Value $11,150 Shares 500 Share Price $22.30 Est. Cost/Share $35.67 Unrealized @ Report Date
BIIB BIOGEN INC COM 0.0%
Value $11,077 Shares 40 Share Price $276.93 Est. Cost/Share $286.60 Unrealized @ Report Date -3.4%
MFS INTER INCOME TR SH BEN INT 0.0%
Value $11,040 Shares 4,000 Share Price $2.76 Est. Cost/Share $4.31 Unrealized @ Report Date
OEF ISHARES S&P 100 ETF 0.0%
Value $10,916 Shares 64 Share Price $170.56 Est. Cost/Share $99.80 Unrealized @ Report Date +70.9%
PINNACLE FINL PARTNERS INC COM 0.0%
Value $10,863 Shares 148 Share Price $73.40 Est. Cost/Share $66.38 Unrealized @ Report Date
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value $10,850 Shares 1,000 Share Price $10.85 Est. Cost/Share $11.93 Unrealized @ Report Date
UA UNDER ARMOUR INC CL C 0.0%
Value $10,704 Shares 1,200 Share Price $8.92 Est. Cost/Share $20.00 Unrealized @ Report Date -55.4%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value $10,640 Shares 210 Share Price $50.67 Est. Cost/Share $49.54 Unrealized @ Report Date
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value $10,586 Shares 69 Share Price $153.42 * Est. Cost/Share $57.30 Unrealized @ Report Date +33.9%
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value $10,410 Shares 1,000 Share Price $10.41 Est. Cost/Share $14.35 Unrealized @ Report Date
RMD RESMED INC COM 0.0%
Value $10,407 Shares 50 Share Price $208.14 * Est. Cost/Share $174.65 Unrealized @ Report Date +15.9%
FITB FIFTH THIRD BANCORP COM 0.0%
Value $10,401 Shares 317 Share Price $32.81 * Est. Cost/Share $37.13 Unrealized @ Report Date -21.8%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $10,372 Shares 47 Share Price $220.68 Est. Cost/Share $162.01 Unrealized @ Report Date +36.2%
PROSHARES ULTRASHORT S&P500 0.0%
Value $10,343 Shares 225 Share Price $45.97 Est. Cost/Share $30.72 Unrealized @ Report Date
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $10,220 Shares 1,000 Share Price $10.22 Est. Cost/Share $12.35 Unrealized @ Report Date
MFS MUN INCOME TR SH BEN INT 0.0%
Value $10,165 Shares 1,962 Share Price $5.18 Est. Cost/Share $6.24 Unrealized @ Report Date
SNOW SNOWFLAKE INC CL A 0.0%
Value $10,048 Shares 70 Share Price $143.54 Est. Cost/Share $348.46 Unrealized @ Report Date -58.8%
NJR NEW JERSEY RES CORP COM 0.0%
Value $9,924 Shares 200 Share Price $49.62 * Est. Cost/Share $25.00 Unrealized @ Report Date +77.2%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value $9,924 Shares 150 Share Price $66.16 Est. Cost/Share $62.85 Unrealized @ Report Date +5.3%
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value $9,828 Shares 270 Share Price $36.40 * Est. Cost/Share $45.04 Unrealized @ Report Date -27.5%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value $9,717 Shares 300 Share Price $32.39 Est. Cost/Share $30.93 Unrealized @ Report Date +4.7%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value $9,686 Shares 249 Share Price $38.90 Est. Cost/Share $37.54 Unrealized @ Report Date
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $9,652 Shares 202 Share Price $47.78 Est. Cost/Share $46.63 Unrealized @ Report Date +2.5%
HLN HALEON PLC SPON ADS 0.0%
Value $9,600 Shares 1,200 Share Price $8.00 Est. Cost/Share $6.38 Unrealized @ Report Date +25.4%
PEJ INVESCO LEISURE AND ENTERTAINMENT ETF 0.0%
Value $9,394 Shares 258 Share Price $36.41 Est. Cost/Share $46.14 Unrealized @ Report Date -21.1%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value $9,378 Shares 300 Share Price $31.26 Est. Cost/Share $36.62 Unrealized @ Report Date -14.6%
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
TOTALENERGIES SE SPONSORED ADS 0.0%
Value $9,312 Shares 150 Share Price $62.08 Est. Cost/Share $54.94 Unrealized @ Report Date
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value $9,076 Shares 400 Share Price $22.69 Est. Cost/Share $40.97 Unrealized @ Report Date -44.6%
SXC SUNCOKE ENERGY INC COM 0.0%
Value $9,046 Shares 1,048 Share Price $8.63 Est. Cost/Share $6.18 Unrealized @ Report Date +39.7%
VTR VENTAS INC COM 0.0%
Value $9,010 Shares 200 Share Price $45.05 * Est. Cost/Share $39.18 Unrealized @ Report Date -3.6%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value $9,006 Shares 400 Share Price $22.52 Est. Cost/Share $24.84 Unrealized @ Report Date -9.3%
WYNN WYNN RESORTS LTD COM 0.0%
Value $8,989 Shares 109 Share Price $82.47 * Est. Cost/Share $72.16 Unrealized @ Report Date +11.1%
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value $8,984 Shares 740 Share Price $12.14 Est. Cost/Share $16.00 Unrealized @ Report Date
MRCY MERCURY SYS INC COM 0.0%
Value $8,948 Shares 200 Share Price $44.74 * Est. Cost/Share $50.65 Unrealized @ Report Date -6.6%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $8,910 Shares 250 Share Price $35.64 Est. Cost/Share $44.66 Unrealized @ Report Date -20.2%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $8,884 Shares 280 Share Price $31.73 * Est. Cost/Share $12.03 Unrealized @ Report Date +135.6%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $8,848 Shares 400 Share Price $22.12 Est. Cost/Share $25.66 Unrealized @ Report Date
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $8,844 Shares 400 Share Price $22.11 Est. Cost/Share $24.83 Unrealized @ Report Date
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $8,615 Shares 26 Share Price $331.35 Est. Cost/Share $346.89 Unrealized @ Report Date -4.5%
BLD TOPBUILD CORP COM 0.0%
Value $8,607 Shares 55 Share Price $156.49 Est. Cost/Share $27.04 Unrealized @ Report Date +478.7%
ABNB AIRBNB INC COM CL A 0.0%
Value $8,550 Shares 100 Share Price $85.50 Est. Cost/Share $134.71 Unrealized @ Report Date -36.5%
FF FUTUREFUEL CORP COM 0.0%
Value $8,341 Shares 1,026 Share Price $8.13 * Est. Cost/Share $5.83 Unrealized @ Report Date -15.7%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $8,201 Shares 139 Share Price $59.00 * Est. Cost/Share $51.48 Unrealized @ Report Date +1.2%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value $8,128 Shares 400 Share Price $20.32 Est. Cost/Share $7.21 Unrealized @ Report Date
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $8,054 Shares 72 Share Price $111.86 Est. Cost/Share $106.44 Unrealized @ Report Date +5.1%
RPAY REPAY HLDGS CORP COM CL A 0.0%
Value $8,050 Shares 1,000 Share Price $8.05 * Est. Cost/Share $12.17 Unrealized @ Report Date -40.9%
PBJ INVESCO FOOD & BEVERAGE ETF 0.0%
Value $7,989 Shares 175 Share Price $45.65 Est. Cost/Share $40.29 Unrealized @ Report Date
ROL ROLLINS INC COM 0.0%
Value $7,966 Shares 218 Share Price $36.54 * Est. Cost/Share $33.68 Unrealized @ Report Date +4.3%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $7,788 Shares 350 Share Price $22.25 Est. Cost/Share $13.42 Unrealized @ Report Date +63.9%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value $7,733 Shares 740 Share Price $10.45 Est. Cost/Share $13.59 Unrealized @ Report Date
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $7,704 Shares 900 Share Price $8.56 Est. Cost/Share $5.75 Unrealized @ Report Date
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value $7,243 Shares 120 Share Price $60.36 Est. Cost/Share $59.66 Unrealized @ Report Date +1.2%
AGCO AGCO CORP COM 0.0%
Value $7,212 Shares 52 Share Price $138.69 * Est. Cost/Share $110.68 Unrealized @ Report Date +0.9%
APA APA CORPORATION COM 0.0%
Value $7,002 Shares 150 Share Price $46.68 * Est. Cost/Share $30.86 Unrealized @ Report Date +29.8%
PLUG PLUG POWER INC COM NEW 0.0%
Value $6,865 Shares 555 Share Price $12.37 Est. Cost/Share $6.65 Unrealized @ Report Date +85.9%
ALC ALCON AG ORD SHS 0.0%
Value $6,855 Shares 100 Share Price $68.55 Est. Cost/Share $57.87 Unrealized @ Report Date +17.3%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $6,563 Shares 47 Share Price $139.64 Est. Cost/Share $120.78 Unrealized @ Report Date +15.0%
BLACKROCK LTD DURATION INCOME COM SHS 0.0%
Value $6,535 Shares 500 Share Price $13.07 Est. Cost/Share $16.75 Unrealized @ Report Date
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $6,496 Shares 54 Share Price $120.30 * Est. Cost/Share $102.19 Unrealized @ Report Date +9.3%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $6,435 Shares 100 Share Price $64.35 Est. Cost/Share $53.02 Unrealized @ Report Date +21.4%
MTB M & T BK CORP COM 0.0%
Value $6,383 Shares 44 Share Price $145.07 Est. Cost/Share $149.08 Unrealized @ Report Date -0.9%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $6,330 Shares 100 Share Price $63.30 Est. Cost/Share $68.95 Unrealized @ Report Date -8.2%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $6,274 Shares 50 Share Price $125.48 * Est. Cost/Share $91.77 Unrealized @ Report Date +32.4%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value $6,274 Shares 35 Share Price $179.26 * Est. Cost/Share $184.09 Unrealized @ Report Date -9.2%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value $6,159 Shares 125 Share Price $49.27 Est. Cost/Share $50.02 Unrealized @ Report Date -1.5%
WAB WABTEC COM 0.0%
Value $6,088 Shares 61 Share Price $99.80 Est. Cost/Share $69.36 Unrealized @ Report Date +41.6%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $5,906 Shares 200 Share Price $29.53 * Est. Cost/Share $22.78 Unrealized @ Report Date +20.7%
VYX NCR VOYIX CORPORATION COM 0.0%
Value $5,853 Shares 250 Share Price $23.41 * Est. Cost/Share $14.34 Unrealized @ Report Date -7.2%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value $5,771 Shares 150 Share Price $38.47 * Est. Cost/Share $21.84 Unrealized @ Report Date +69.4%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $5,767 Shares 25 Share Price $230.68 * Est. Cost/Share $152.92 Unrealized @ Report Date +41.1%
GAP GAP INC COM 0.0%
Value $5,640 Shares 500 Share Price $11.28 * Est. Cost/Share $17.56 Unrealized @ Report Date -39.8%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value $5,630 Shares 32 Share Price $175.94 * Est. Cost/Share $95.38 Unrealized @ Report Date -9.2%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value $5,606 Shares 20 Share Price $280.30 * Est. Cost/Share $317.61 Unrealized @ Report Date -16.3%
LMND LEMONADE INC COM 0.0%
Value $5,540 Shares 405 Share Price $13.68 Est. Cost/Share $20.86 Unrealized @ Report Date -34.4%
EVX VANECK ENVIRONMENTAL SERVICES ETF 0.0%
Value $5,448 Shares 40 Share Price $136.20 * Est. Cost/Share $28.01 Unrealized @ Report Date -2.8%
WCN WASTE CONNECTIONS INC COM 0.0%
Value $5,435 Shares 41 Share Price $132.56 Est. Cost/Share $115.43 Unrealized @ Report Date +12.6%
NUVEEN MUN VALUE FD INC COM 0.0%
Value $5,407 Shares 629 Share Price $8.60 Est. Cost/Share $10.20 Unrealized @ Report Date
FLAX FRANKLIN FTSE ASIA EX JAPAN ETF 0.0%
Value $5,398 Shares 263 Share Price $20.52 Est. Cost/Share $23.84 Unrealized @ Report Date
INMD INMODE LTD SHS 0.0%
Value $5,355 Shares 150 Share Price $35.70 * Est. Cost/Share $80.21 Unrealized @ Report Date -56.6%
WLK WESTLAKE CORPORATION COM 0.0%
Value $5,332 Shares 52 Share Price $102.54 * Est. Cost/Share $115.03 Unrealized @ Report Date -17.2%
SE SEA LTD SPONSORD ADS 0.0%
Value $5,307 Shares 102 Share Price $52.03 Est. Cost/Share $199.68 Unrealized @ Report Date -73.9%
CENX CENTURY ALUM CO COM 0.0%
Value $5,284 Shares 646 Share Price $8.18 * Est. Cost/Share $7.55 Unrealized @ Report Date 0.0%
CRK COMSTOCK RES INC COM 0.0%
Value $5,278 Shares 385 Share Price $13.71 * Est. Cost/Share $16.21 Unrealized @ Report Date 0.0%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $5,252 Shares 80 Share Price $65.65 Est. Cost/Share $31.39 Unrealized @ Report Date
SONO SONOS INC COM 0.0%
Value $5,239 Shares 310 Share Price $16.90 Est. Cost/Share $30.55 Unrealized @ Report Date -44.7%
SAP SAP SE SPON ADR 0.0%
Value $5,160 Shares 50 Share Price $103.20 Est. Cost/Share $126.13 Unrealized @ Report Date -18.2%
BIGGQ BIG LOTS INC COM 0.0%
Value $5,145 Shares 350 Share Price $14.70 * Est. Cost/Share $36.70 Unrealized @ Report Date -54.8%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $5,141 Shares 50 Share Price $102.82 * Est. Cost/Share $28.60 Unrealized @ Report Date +302.8%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $5,085 Shares 422 Share Price $12.05 Est. Cost/Share $16.37 Unrealized @ Report Date
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $5,035 Shares 45 Share Price $111.89 * Est. Cost/Share $51.77 Unrealized @ Report Date +95.8%
LEN LENNAR CORP CL A 0.0%
Value $4,978 Shares 55 Share Price $90.51 * Est. Cost/Share $48.00 Unrealized @ Report Date +74.8%
RBLX ROBLOX CORP CL A 0.0%
Value $4,952 Shares 174 Share Price $28.46 Est. Cost/Share $84.12 Unrealized @ Report Date -66.2%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $4,943 Shares 100 Share Price $49.43 Est. Cost/Share $89.88 Unrealized @ Report Date -46.0%
DISCOVER FINL SVCS COM 0.0%
Value $4,892 Shares 50 Share Price $97.84 Est. Cost/Share $81.18 Unrealized @ Report Date
APPN APPIAN CORP CL A 0.0%
Value $4,884 Shares 150 Share Price $32.56 * Est. Cost/Share $83.11 Unrealized @ Report Date -52.5%
EQX EQUINOX GOLD CORP COM 0.0%
Value $4,884 Shares 1,489 Share Price $3.28 * Est. Cost/Share $7.30 Unrealized @ Report Date -52.8%
GM GENERAL MTRS CO COM 0.0%
Value $4,878 Shares 145 Share Price $33.64 * Est. Cost/Share $56.05 Unrealized @ Report Date -41.8%
GRAFTECH INTL LTD COM 0.0%
Value $4,783 Shares 1,005 Share Price $4.76 Est. Cost/Share $12.23 Unrealized @ Report Date
VRSK VERISK ANALYTICS INC COM 0.0%
Value $4,763 Shares 27 Share Price $176.41 Est. Cost/Share $212.40 Unrealized @ Report Date -18.5%
TRUP TRUPANION INC COM 0.0%
Value $4,753 Shares 100 Share Price $47.53 * Est. Cost/Share $91.83 Unrealized @ Report Date -43.3%
FIRST TR ENERGY INFRASTRCTR FD COM 0.0%
Value $4,614 Shares 320 Share Price $14.42 Est. Cost/Share $8.99 Unrealized @ Report Date
PETIQ INC COM CL A 0.0%
Value $4,610 Shares 500 Share Price $9.22 Est. Cost/Share $38.60 Unrealized @ Report Date
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $4,580 Shares 150 Share Price $30.53 Est. Cost/Share $37.61 Unrealized @ Report Date -18.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $4,580 Shares 46 Share Price $99.57 Est. Cost/Share $147.39 Unrealized @ Report Date -32.4%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value $4,524 Shares 86 Share Price $52.60 Est. Cost/Share $43.59 Unrealized @ Report Date +20.7%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value $4,509 Shares 58 Share Price $77.74 Est. Cost/Share $57.35 Unrealized @ Report Date +35.6%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value $4,417 Shares 550 Share Price $8.03 Est. Cost/Share $14.90 Unrealized @ Report Date -46.1%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value $4,304 Shares 69 Share Price $62.38 * Est. Cost/Share $64.40 Unrealized @ Report Date +3.6%
JETS U.S. GLOBAL JETS ETF 0.0%
Value $4,270 Shares 250 Share Price $17.08 Est. Cost/Share $24.54 Unrealized @ Report Date -30.4%
CF CF INDS HLDGS INC COM 0.0%
Value $4,260 Shares 50 Share Price $85.20 * Est. Cost/Share $76.13 Unrealized @ Report Date +4.4%
ZIMVIE INC COM 0.0%
Value $4,250 Shares 455 Share Price $9.34 Est. Cost/Share $22.84 Unrealized @ Report Date
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value $4,247 Shares 150 Share Price $28.31 Est. Cost/Share $33.19 Unrealized @ Report Date
VALE VALE S A SPONSORED ADS 0.0%
Value $4,243 Shares 250 Share Price $16.97 Est. Cost/Share $17.31 Unrealized @ Report Date -2.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value $4,152 Shares 50 Share Price $83.04 * Est. Cost/Share $68.36 Unrealized @ Report Date -2.9%
TRP TC ENERGY CORP COM 0.0%
Value $4,145 Shares 104 Share Price $39.86 * Est. Cost/Share $32.58 Unrealized @ Report Date +5.4%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $4,141 Shares 123 Share Price $33.67 * Est. Cost/Share $47.24 Unrealized @ Report Date -33.7%
ROKU ROKU INC COM CL A 0.0%
Value $4,070 Shares 100 Share Price $40.70 Est. Cost/Share $354.75 Unrealized @ Report Date -88.5%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $3,950 Shares 61 Share Price $64.75 Est. Cost/Share $64.74 Unrealized @ Report Date -0.2%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $3,881 Shares 25 Share Price $155.24 * Est. Cost/Share $95.74 Unrealized @ Report Date +45.3%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value $3,877 Shares 71 Share Price $54.61 * Est. Cost/Share $27.77 Unrealized @ Report Date +57.2%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $3,846 Shares 46 Share Price $83.61 Est. Cost/Share $116.60 Unrealized @ Report Date -28.3%
SYNA SYNAPTICS INC COM 0.0%
Value $3,806 Shares 40 Share Price $95.15 Est. Cost/Share $121.72 Unrealized @ Report Date -21.8%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value $3,800 Shares 100 Share Price $38.00 * Est. Cost/Share $32.27 Unrealized @ Report Date +12.8%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $3,767 Shares 133 Share Price $28.32 Est. Cost/Share $55.67 Unrealized @ Report Date
INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUND 0.0%
Value $3,740 Shares 100 Share Price $37.40 Est. Cost/Share $30.97 Unrealized @ Report Date
GMED GLOBUS MED INC CL A 0.0%
Value $3,714 Shares 50 Share Price $74.28 Est. Cost/Share $72.59 Unrealized @ Report Date +2.3%
OTEX OPEN TEXT CORP COM 0.0%
Value $3,705 Shares 125 Share Price $29.64 * Est. Cost/Share $43.91 Unrealized @ Report Date -41.5%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $3,696 Shares 53 Share Price $69.74 Est. Cost/Share $98.04 Unrealized @ Report Date -28.9%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $3,688 Shares 13 Share Price $283.69 * Est. Cost/Share $33.70 Unrealized @ Report Date +68.4%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $3,686 Shares 200 Share Price $18.43 Est. Cost/Share $115.22 Unrealized @ Report Date -84.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $3,682 Shares 35 Share Price $105.20 * Est. Cost/Share $91.68 Unrealized @ Report Date +10.6%
NET CLOUDFLARE INC CL A COM 0.0%
Value $3,617 Shares 80 Share Price $45.21 Est. Cost/Share $34.06 Unrealized @ Report Date +32.7%
U UNITY SOFTWARE INC COM 0.0%
Value $3,574 Shares 125 Share Price $28.59 * Est. Cost/Share $146.56 Unrealized @ Report Date -78.6%
TDC TERADATA CORP DEL COM 0.0%
Value $3,568 Shares 106 Share Price $33.66 Est. Cost/Share $45.50 Unrealized @ Report Date -26.0%
SNA SNAP ON INC COM 0.0%
Value $3,427 Shares 15 Share Price $228.47 * Est. Cost/Share $197.64 Unrealized @ Report Date +6.8%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $3,333 Shares 65 Share Price $51.28 Est. Cost/Share $51.69 Unrealized @ Report Date -0.8%
TDOC TELADOC HEALTH INC COM 0.0%
Value $3,311 Shares 140 Share Price $23.65 Est. Cost/Share $174.17 Unrealized @ Report Date -86.4%
MASI MASIMO CORP COM 0.0%
Value $3,255 Shares 22 Share Price $147.95 * Est. Cost/Share $192.01 Unrealized @ Report Date -28.3%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value $3,223 Shares 100 Share Price $32.23 Est. Cost/Share $27.89 Unrealized @ Report Date +15.6%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $3,182 Shares 9 Share Price $353.56 * Est. Cost/Share $500.08 Unrealized @ Report Date -30.9%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $3,182 Shares 200 Share Price $15.91 Est. Cost/Share $22.83 Unrealized @ Report Date -30.3%
CEREVEL THERAPEUTICS HLDNG INC COM 0.0%
Value $3,154 Shares 100 Share Price $31.54 Est. Cost/Share $13.73 Unrealized @ Report Date
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value $3,130 Shares 80 Share Price $39.13 Est. Cost/Share $30.88 Unrealized @ Report Date
NEM NEWMONT CORP COM 0.0%
Value $3,115 Shares 66 Share Price $47.20 * Est. Cost/Share $27.95 Unrealized @ Report Date +55.7%
PRSU VIAD CORP COM 0.0%
Value $3,073 Shares 126 Share Price $24.39 Est. Cost/Share $27.25 Unrealized @ Report Date -10.5%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $3,060 Shares 13 Share Price $235.38 Est. Cost/Share $425.92 Unrealized @ Report Date -45.2%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value $3,020 Shares 100 Share Price $30.20 * Est. Cost/Share $35.87 Unrealized @ Report Date -11.0%
CPNG COUPANG INC CL A 0.0%
Value $2,942 Shares 200 Share Price $14.71 * Est. Cost/Share $39.24 Unrealized @ Report Date -55.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $2,937 Shares 52 Share Price $56.48 Est. Cost/Share $63.11 Unrealized @ Report Date -10.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value $2,810 Shares 26 Share Price $108.08 Est. Cost/Share $138.80 Unrealized @ Report Date
PGX INVESCO PREFERRED ETF 0.0%
Value $2,795 Shares 250 Share Price $11.18 Est. Cost/Share $15.29 Unrealized @ Report Date -26.9%
FLO FLOWERS FOODS INC COM 0.0%
Value $2,702 Shares 94 Share Price $28.74 * Est. Cost/Share $13.78 Unrealized @ Report Date +79.9%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value $2,693 Shares 220 Share Price $12.24 Est. Cost/Share $20.86 Unrealized @ Report Date -41.3%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value $2,678 Shares 17 Share Price $157.53 Est. Cost/Share $141.24 Unrealized @ Report Date
ENPH ENPHASE ENERGY INC COM 0.0%
Value $2,650 Shares 10 Share Price $265.00 Est. Cost/Share $250.02 Unrealized @ Report Date +6.0%
DT DYNATRACE INC COM NEW 0.0%
Value $2,566 Shares 67 Share Price $38.30 * Est. Cost/Share $68.15 Unrealized @ Report Date -46.7%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $2,565 Shares 250 Share Price $10.26 Est. Cost/Share $13.14 Unrealized @ Report Date -21.9%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $2,524 Shares 227 Share Price $11.12 Est. Cost/Share $16.10 Unrealized @ Report Date -30.9%
WDAY WORKDAY INC CL A 0.0%
Value $2,510 Shares 15 Share Price $167.33 Est. Cost/Share $197.84 Unrealized @ Report Date -15.4%
LEA LEAR CORP COM NEW 0.0%
Value $2,480 Shares 20 Share Price $124.00 Est. Cost/Share $103.03 Unrealized @ Report Date +18.3%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value $2,454 Shares 325 Share Price $7.55 Est. Cost/Share $8.19 Unrealized @ Report Date -7.8%
BOX BOX INC CL A 0.0%
Value $2,335 Shares 75 Share Price $31.13 Est. Cost/Share $27.51 Unrealized @ Report Date +13.2%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $2,304 Shares 40 Share Price $57.60 Est. Cost/Share $73.56 Unrealized @ Report Date -21.7%
KBE SPDR S&P BANK ETF 0.0%
Value $2,258 Shares 50 Share Price $45.16 Est. Cost/Share $47.23 Unrealized @ Report Date
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $2,246 Shares 191 Share Price $11.76 Est. Cost/Share $20.95 Unrealized @ Report Date
JD JD.COM INC SPON ADR CL A 0.0%
Value $2,245 Shares 40 Share Price $56.13 Est. Cost/Share $77.60 Unrealized @ Report Date
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $2,226 Shares 88 Share Price $25.30 * Est. Cost/Share $25.42 Unrealized @ Report Date -11.3%
ENS ENERSYS COM 0.0%
Value $2,215 Shares 30 Share Price $73.83 * Est. Cost/Share $75.07 Unrealized @ Report Date -4.3%
XEL XCEL ENERGY INC COM 0.0%
Value $2,173 Shares 31 Share Price $70.10 * Est. Cost/Share $64.86 Unrealized @ Report Date -2.5%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $2,163 Shares 45 Share Price $48.07 * Est. Cost/Share $55.13 Unrealized @ Report Date -16.7%
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value $2,108 Shares 50 Share Price $42.16 * Est. Cost/Share $41.65 Unrealized @ Report Date -9.3%
IPATH SERIES B BLOOMBERG NICKEL SUBINDEX TOTAL RETURN ETN 0.0%
Value $1,986 Shares 50 Share Price $39.72 Est. Cost/Share $42.88 Unrealized @ Report Date
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value $1,869 Shares 40 Share Price $46.73 * Est. Cost/Share $20.45 Unrealized @ Report Date +14.2%
PJT PJT PARTNERS INC COM CL A 0.0%
Value $1,842 Shares 25 Share Price $73.68 * Est. Cost/Share $62.45 Unrealized @ Report Date +14.8%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value $1,834 Shares 25 Share Price $73.36 Est. Cost/Share $100.38 Unrealized @ Report Date -26.9%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value $1,749 Shares 36 Share Price $48.58 * Est. Cost/Share $26.31 Unrealized @ Report Date +65.8%
LIVENT CORP COM 0.0%
Value $1,709 Shares 86 Share Price $19.87 Est. Cost/Share $18.84 Unrealized @ Report Date
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $1,651 Shares 15 Share Price $110.07 Est. Cost/Share $117.36 Unrealized @ Report Date -6.2%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $1,626 Shares 40 Share Price $40.65 Est. Cost/Share $79.11 Unrealized @ Report Date -48.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $1,611 Shares 251 Share Price $6.42 Est. Cost/Share $11.71 Unrealized @ Report Date -45.2%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value $1,572 Shares 40 Share Price $39.30 Est. Cost/Share $31.35 Unrealized @ Report Date
ALTRA INDL MOTION CORP COM 0.0%
Value $1,554 Shares 26 Share Price $59.77 Est. Cost/Share $25.15 Unrealized @ Report Date
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $1,546 Shares 30 Share Price $51.53 * Est. Cost/Share $66.93 Unrealized @ Report Date -30.0%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $1,525 Shares 20 Share Price $76.25 Est. Cost/Share $47.06 Unrealized @ Report Date +61.8%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $1,483 Shares 46 Share Price $32.24 Est. Cost/Share $32.24 Unrealized @ Report Date
TRI THOMSON REUTERS CORP. COM 0.0%
Value $1,483 Shares 13 Share Price $114.08 * Est. Cost/Share $62.23 Unrealized @ Report Date +67.0%
CHICOS FAS INC COM 0.0%
Value $1,476 Shares 300 Share Price $4.92 Est. Cost/Share $5.38 Unrealized @ Report Date
NGD NEW GOLD INC CDA COM 0.0%
Value $1,470 Shares 1,500 Share Price $0.98 Est. Cost/Share $3.61 Unrealized @ Report Date -72.1%
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
FR FIRST INDL RLTY TR INC COM 0.0%
Value $1,419 Shares 29 Share Price $48.93 Est. Cost/Share $40.19 Unrealized @ Report Date
UNITED STATES NATURAL GAS FUND LP 0.0%
Value $1,410 Shares 100 Share Price $14.10 Est. Cost/Share $19.72 Unrealized @ Report Date
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value $1,388 Shares 112 Share Price $12.39 Est. Cost/Share $17.93 Unrealized @ Report Date
AVNS AVANOS MED INC COM 0.0%
Value $1,326 Shares 49 Share Price $27.06 * Est. Cost/Share $41.62 Unrealized @ Report Date -41.3%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value $1,323 Shares 19 Share Price $69.63 Est. Cost/Share $73.30 Unrealized @ Report Date -5.0%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $1,280 Shares 26 Share Price $49.23 * Est. Cost/Share $26.34 Unrealized @ Report Date -6.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value $1,278 Shares 31 Share Price $41.23 Est. Cost/Share $3.17 Unrealized @ Report Date
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $1,268 Shares 211 Share Price $6.01 Est. Cost/Share $3.11 Unrealized @ Report Date +93.4%
CHGG CHEGG INC COM 0.0%
Value $1,264 Shares 50 Share Price $25.28 Est. Cost/Share $79.46 Unrealized @ Report Date -68.0%
IPATH SERIES B BLOOMBERG COPPER SUBINDEX TOTAL RETURN ETN 0.0%
Value $1,259 Shares 65 Share Price $19.37 Est. Cost/Share $23.66 Unrealized @ Report Date
GOEX GLOBAL X GOLD EXPLORERS ETF 0.0%
Value $1,239 Shares 50 Share Price $24.78 Est. Cost/Share $35.06 Unrealized @ Report Date
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $1,218 Shares 6 Share Price $203.00 * Est. Cost/Share $123.49 Unrealized @ Report Date -17.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value $1,209 Shares 38 Share Price $31.82 * Est. Cost/Share $25.99 Unrealized @ Report Date +13.2%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $1,196 Shares 20 Share Price $59.80 Est. Cost/Share $38.09 Unrealized @ Report Date
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value $1,160 Shares 13 Share Price $89.23 Est. Cost/Share $89.23 Unrealized @ Report Date
ORGN ORIGIN MATERIALS INC COM 0.0%
Value $1,153 Shares 250 Share Price $4.61 * Est. Cost/Share $5.90 Unrealized @ Report Date -10.1%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value $1,149 Shares 50 Share Price $22.98 * Est. Cost/Share $28.78 Unrealized @ Report Date -13.2%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $1,127 Shares 40 Share Price $28.18 Est. Cost/Share $43.35 Unrealized @ Report Date
SOLO BRANDS INC COM CL A 0.0%
Value $1,023 Shares 275 Share Price $3.72 Est. Cost/Share $15.63 Unrealized @ Report Date
DIBS 1STDIBS COM INC COM 0.0%
Value $1,016 Shares 200 Share Price $5.08 * Est. Cost/Share $13.91 Unrealized @ Report Date -56.7%
URA GLOBAL X URANIUM ETF 0.0%
Value $1,004 Shares 50 Share Price $20.08 Est. Cost/Share $20.88 Unrealized @ Report Date -3.8%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $939 Shares 17 Share Price $55.24 * Est. Cost/Share $39.07 Unrealized @ Report Date +24.7%
RICK RCI HOSPITALITY HLDGS INC COM 0.0%
Value $932 Shares 10 Share Price $93.20 * Est. Cost/Share $62.35 Unrealized @ Report Date +33.6%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $927 Shares 184 Share Price $5.04 Est. Cost/Share $4.96 Unrealized @ Report Date +1.6%
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 0.0%
Value $904 Shares 41 Share Price $22.05 Est. Cost/Share $22.05 Unrealized @ Report Date
SKT TANGER INC COM 0.0%
Value $897 Shares 50 Share Price $17.94 Est. Cost/Share $9.32 Unrealized @ Report Date
MAT MATTEL INC COM 0.0%
Value $892 Shares 50 Share Price $17.84 Est. Cost/Share $15.68 Unrealized @ Report Date +13.8%
FMC FMC CORP COM NEW 0.0%
Value $874 Shares 7 Share Price $124.86 * Est. Cost/Share $93.49 Unrealized @ Report Date +18.5%
BLNK BLINK CHARGING CO COM 0.0%
Value $779 Shares 71 Share Price $10.97 * Est. Cost/Share $38.61 Unrealized @ Report Date -64.7%
WIX WIX COM LTD SHS 0.0%
Value $768 Shares 10 Share Price $76.80 * Est. Cost/Share $128.01 Unrealized @ Report Date -36.9%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $759 Shares 10 Share Price $75.90 Est. Cost/Share $47.26 Unrealized @ Report Date +61.4%
NIOCORP DEVS LTD COM NEW 0.0%
Value $740 Shares 1,000 Share Price $0.74 Est. Cost/Share $0.86 Unrealized @ Report Date
SLI STANDARD LITHIUM LTD COM 0.0%
Value $714 Shares 242 Share Price $2.95 * Est. Cost/Share $7.52 Unrealized @ Report Date -48.6%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value $703 Shares 10 Share Price $70.30 Est. Cost/Share $67.02 Unrealized @ Report Date +4.9%
ARKK ARK INNOVATION ETF 0.0%
Value $687 Shares 22 Share Price $31.23 Est. Cost/Share $55.43 Unrealized @ Report Date -43.6%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value $682 Shares 160 Share Price $4.26 Est. Cost/Share $33.69 Unrealized @ Report Date
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $632 Shares 13 Share Price $48.62 * Est. Cost/Share $83.23 Unrealized @ Report Date -49.1%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value $630 Shares 14 Share Price $45.00 * Est. Cost/Share $34.62 Unrealized @ Report Date -40.0%
RCUS ARCUS BIOSCIENCES INC COM 0.0%
Value $620 Shares 30 Share Price $20.67 * Est. Cost/Share $33.51 Unrealized @ Report Date -17.9%
UPST UPSTART HLDGS INC COM 0.0%
Value $542 Shares 41 Share Price $13.22 Est. Cost/Share $209.59 Unrealized @ Report Date -93.7%
HNST HONEST CO INC COM 0.0%
Value $494 Shares 164 Share Price $3.01 * Est. Cost/Share $3.67 Unrealized @ Report Date -15.1%
ONL ORION OFFICE REIT INC COM 0.0%
Value $478 Shares 56 Share Price $8.54 Est. Cost/Share $18.67 Unrealized @ Report Date
FSLY FASTLY INC CL A 0.0%
Value $410 Shares 50 Share Price $8.20 * Est. Cost/Share $45.60 Unrealized @ Report Date -80.8%
TPC TUTOR PERINI CORP COM 0.0%
Value $378 Shares 50 Share Price $7.56 * Est. Cost/Share $16.93 Unrealized @ Report Date -58.1%
PYROGENESIS CDA INC COM 0.0%
Value $377 Shares 500 Share Price $0.75 Est. Cost/Share $5.40 Unrealized @ Report Date
DESKTOP METAL INC COM CL A 0.0%
Value $238 Shares 175 Share Price $1.36 Est. Cost/Share $11.50 Unrealized @ Report Date
CRON CRONOS GROUP INC COM 0.0%
Value $201 Shares 79 Share Price $2.54 Est. Cost/Share $14.79 Unrealized @ Report Date -82.8%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value $196 Shares 85 Share Price $2.31 * Est. Cost/Share $306.74 Unrealized @ Report Date -92.5%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value $191 Shares 3 Share Price $63.67 Est. Cost/Share $67.61 Unrealized @ Report Date -5.6%
ORGANIGRAM HLDGS INC COM 0.0%
Value $160 Shares 200 Share Price $0.80 Est. Cost/Share $3.44 Unrealized @ Report Date
UPLD UPLAND SOFTWARE INC COM 0.0%
Value $121 Shares 17 Share Price $7.12 * Est. Cost/Share $48.25 Unrealized @ Report Date -84.6%
BROOKFIELD REINS LTD CL A EXCH LT VTG 0.0%
Value $94 Shares 3 Share Price $31.33 Est. Cost/Share $31.33 Unrealized @ Report Date
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value $79 Shares 27 Share Price $2.93 Est. Cost/Share $0.15 Unrealized @ Report Date
CMCSA COMCAST CORP NEW CL A 0.0%
Value $35 Shares 1,000 Share Price $0.04 * Est. Cost/Share $32.55 Unrealized @ Report Date -2.4%
SKILLZ INC COM CL A 0.0%
Value $33 Shares 66 Share Price $0.50 Est. Cost/Share $1.02 Unrealized @ Report Date
MINERVA NEUROSCIENCES INC COM NEW 0.0%
Value $19 Shares 12 Share Price $1.58 Est. Cost/Share $12.55 Unrealized @ Report Date
AXON AXON ENTERPRISE INC COM 0.0%
Value $17 Shares 100 Share Price $0.17 * Est. Cost/Share $140.57 Unrealized @ Report Date +18.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $11 Shares 1,000 Share Price $0.01 * Est. Cost/Share $24.34 Unrealized @ Report Date -53.2%