Anchor Investment Management, LLC Diversified Active

Location: Columbia, SC

CIK: 0001634149 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value: $689M (100.0% shares, 0.0% debt)

Holdings (973)

MSFT MICROSOFT CORP COM 3.2%
Value $22.33M Shares 86,933 Share Price $256.83 * Est. Cost/Share $73.77 Unrealized @ Report Date +238.3%
V VISA INC COM CL A 2.7%
Value $18.62M Shares 94,591 Share Price $196.89 * Est. Cost/Share $83.09 Unrealized @ Report Date +130.7%
AAPL APPLE INC COM 2.2%
Value $15.02M Shares 109,869 Share Price $136.72 Est. Cost/Share $94.42 Unrealized @ Report Date +42.2%
ABBV ABBVIE INC COM 1.8%
Value $12.48M Shares 81,464 Share Price $153.16 * Est. Cost/Share $61.96 Unrealized @ Report Date +117.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 1.8%
Value $12.3M Shares 275,401 Share Price $44.66 * Est. Cost/Share $14.91 Unrealized @ Report Date -0.2%
JNJ JOHNSON & JOHNSON COM 1.8%
Value $12.29M Shares 69,253 Share Price $177.51 * Est. Cost/Share $104.55 Unrealized @ Report Date +53.0%
QQQ INVESCO QQQ TRUST SERIES I 1.7%
Value $11.66M Shares 41,593 Share Price $280.28 Est. Cost/Share $222.67 Unrealized @ Report Date +25.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.5%
Value $10.2M Shares 133,722 Share Price $76.26 Est. Cost/Share $79.54 Unrealized @ Report Date -4.1%
GOOG ALPHABET INC CAP STK CL C 1.4%
Value $9.975M Shares 4,560 Share Price $2187.45 * Est. Cost/Share $57.64 Unrealized @ Report Date +88.3%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 1.4%
Value $9.919M Shares 478,238 Share Price $20.74 Est. Cost/Share $21.15 Unrealized @ Report Date
SCHP SCHWAB US TIPS ETF 1.4%
Value $9.86M Shares 176,696 Share Price $55.80 * Est. Cost/Share $30.50 Unrealized @ Report Date -8.5%
UPS UNITED PARCEL SERVICE INC CL B 1.4%
Value $9.807M Shares 53,727 Share Price $182.54 * Est. Cost/Share $88.98 Unrealized @ Report Date +73.2%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 1.4%
Value $9.398M Shares 448,571 Share Price $20.95 Est. Cost/Share $21.15 Unrealized @ Report Date
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 1.3%
Value $9.236M Shares 451,856 Share Price $20.44 Est. Cost/Share $20.94 Unrealized @ Report Date
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.2%
Value $8.502M Shares 26,037 Share Price $326.55 * Est. Cost/Share $31.36 Unrealized @ Report Date +30.2%
XOM EXXON MOBIL CORP COM 1.2%
Value $8.408M Shares 98,175 Share Price $85.64 * Est. Cost/Share $46.82 Unrealized @ Report Date +62.1%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value $8.312M Shares 16,184 Share Price $513.62 * Est. Cost/Share $189.01 Unrealized @ Report Date +155.7%
PFE PFIZER INC COM 1.2%
Value $8.243M Shares 157,228 Share Price $52.43 * Est. Cost/Share $23.50 Unrealized @ Report Date +84.6%
UNP UNION PAC CORP COM 1.1%
Value $7.783M Shares 36,490 Share Price $213.28 * Est. Cost/Share $80.96 Unrealized @ Report Date +142.7%
DUK DUKE ENERGY CORP NEW COM NEW 1.1%
Value $7.65M Shares 71,354 Share Price $107.21 * Est. Cost/Share $59.66 Unrealized @ Report Date +56.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value $7.479M Shares 27,395 Share Price $273.02 Est. Cost/Share $200.89 Unrealized @ Report Date +35.9%
MRK MERCK & CO INC COM 1.0%
Value $7.042M Shares 77,238 Share Price $91.17 * Est. Cost/Share $53.77 Unrealized @ Report Date +52.5%
LOW LOWES COS INC COM 1.0%
Value $6.975M Shares 39,935 Share Price $174.67 * Est. Cost/Share $80.29 Unrealized @ Report Date +102.7%
KO COCA COLA CO COM 0.9%
Value $6.511M Shares 103,493 Share Price $62.91 * Est. Cost/Share $36.76 Unrealized @ Report Date +54.1%
FDX FEDEX CORP COM 0.9%
Value $6.193M Shares 27,315 Share Price $226.71 * Est. Cost/Share $154.60 Unrealized @ Report Date +35.8%
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value $5.913M Shares 116,508 Share Price $50.75 * Est. Cost/Share $35.04 Unrealized @ Report Date +14.9%
SCHM SCHWAB U.S. MID-CAP ETF 0.8%
Value $5.786M Shares 92,230 Share Price $62.73 * Est. Cost/Share $18.90 Unrealized @ Report Date +10.6%
ABT ABBOTT LABS COM 0.8%
Value $5.782M Shares 53,214 Share Price $108.65 * Est. Cost/Share $42.31 Unrealized @ Report Date +140.1%
DIS DISNEY WALT CO COM 0.8%
Value $5.767M Shares 61,090 Share Price $94.40 * Est. Cost/Share $102.08 Unrealized @ Report Date -9.7%
INTC INTEL CORP COM 0.8%
Value $5.687M Shares 152,028 Share Price $37.41 * Est. Cost/Share $35.48 Unrealized @ Report Date -0.7%
AMZN AMAZON COM INC COM 0.8%
Value $5.349M Shares 50,366 Share Price $106.21 Est. Cost/Share $123.80 Unrealized @ Report Date -14.2%
ENB ENBRIDGE INC COM 0.8%
Value $5.34M Shares 126,366 Share Price $42.26 * Est. Cost/Share $23.87 Unrealized @ Report Date +40.8%
PG PROCTER AND GAMBLE CO COM 0.8%
Value $5.265M Shares 36,615 Share Price $143.79 * Est. Cost/Share $82.17 Unrealized @ Report Date +60.1%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.8%
Value $5.177M Shares 7,918 Share Price $653.78 Est. Cost/Share $290.90 Unrealized @ Report Date +121.9%
ADBE ADOBE INC COM 0.8%
Value $5.172M Shares 14,128 Share Price $366.06 Est. Cost/Share $216.97 Unrealized @ Report Date +68.7%
WM WASTE MGMT INC DEL COM 0.7%
Value $5.146M Shares 33,636 Share Price $152.98 * Est. Cost/Share $45.95 Unrealized @ Report Date +215.3%
SO SOUTHERN CO COM 0.7%
Value $5.123M Shares 71,838 Share Price $71.31 * Est. Cost/Share $39.45 Unrealized @ Report Date +59.0%
HD HOME DEPOT INC COM 0.7%
Value $5.019M Shares 18,298 Share Price $274.28 * Est. Cost/Share $111.77 Unrealized @ Report Date +124.5%
LLY ELI LILLY & CO COM 0.7%
Value $4.546M Shares 14,021 Share Price $324.23 * Est. Cost/Share $81.38 Unrealized @ Report Date +286.7%
CVX CHEVRON CORP NEW COM 0.6%
Value $4.466M Shares 30,845 Share Price $144.78 * Est. Cost/Share $78.30 Unrealized @ Report Date +60.3%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value $4.463M Shares 2,048 Share Price $2179.26 * Est. Cost/Share $74.42 Unrealized @ Report Date +45.3%
VOO VANGUARD S&P 500 ETF 0.6%
Value $4.415M Shares 12,729 Share Price $346.87 Est. Cost/Share $244.70 Unrealized @ Report Date +41.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value $4.409M Shares 8,115 Share Price $543.28 Est. Cost/Share $203.02 Unrealized @ Report Date +164.9%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.6%
Value $4.251M Shares 72,215 Share Price $58.86 Est. Cost/Share $60.88 Unrealized @ Report Date -3.3%
D DOMINION ENERGY INC COM 0.6%
Value $4.16M Shares 52,126 Share Price $79.81 * Est. Cost/Share $51.23 Unrealized @ Report Date +31.5%
QCOM QUALCOMM INC COM 0.6%
Value $4.073M Shares 31,881 Share Price $127.74 * Est. Cost/Share $82.98 Unrealized @ Report Date +42.1%
MDT MEDTRONIC PLC SHS 0.6%
Value $4.059M Shares 45,222 Share Price $89.75 * Est. Cost/Share $74.40 Unrealized @ Report Date +8.3%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.6%
Value $3.902M Shares 77,369 Share Price $50.44 Est. Cost/Share $59.39 Unrealized @ Report Date -15.1%
RSG REPUBLIC SVCS INC COM 0.5%
Value $3.729M Shares 28,497 Share Price $130.87 * Est. Cost/Share $63.72 Unrealized @ Report Date +96.7%
CMCSA COMCAST CORP NEW CL A 0.5%
Value $3.62M Shares 92,262 Share Price $39.24 * Est. Cost/Share $32.32 Unrealized @ Report Date +8.6%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.5%
Value $3.615M Shares 72,175 Share Price $50.09 Est. Cost/Share $50.17 Unrealized @ Report Date -0.2%
PEP PEPSICO INC COM 0.5%
Value $3.521M Shares 21,127 Share Price $166.66 * Est. Cost/Share $77.67 Unrealized @ Report Date +91.9%
VHT VANGUARD HEALTH CARE ETF 0.5%
Value $3.516M Shares 14,929 Share Price $235.50 Est. Cost/Share $175.86 Unrealized @ Report Date +33.9%
ORCL ORACLE CORP COM 0.5%
Value $3.486M Shares 49,888 Share Price $69.87 * Est. Cost/Share $42.36 Unrealized @ Report Date +57.4%
NSC NORFOLK SOUTHN CORP COM 0.5%
Value $3.482M Shares 15,321 Share Price $227.29 * Est. Cost/Share $92.89 Unrealized @ Report Date +126.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value $3.431M Shares 135,187 Share Price $25.38 Est. Cost/Share $27.63 Unrealized @ Report Date -8.2%
TFC TRUIST FINL CORP COM 0.5%
Value $3.133M Shares 66,053 Share Price $47.43 * Est. Cost/Share $36.04 Unrealized @ Report Date +9.3%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value $3.101M Shares 13,847 Share Price $223.92 * Est. Cost/Share $228.44 Unrealized @ Report Date -5.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.4%
Value $3.078M Shares 39,670 Share Price $77.60 * Est. Cost/Share $51.20 Unrealized @ Report Date +36.4%
JPM JPMORGAN CHASE & CO COM 0.4%
Value $3.043M Shares 27,025 Share Price $112.61 * Est. Cost/Share $75.02 Unrealized @ Report Date +37.0%
PM PHILIP MORRIS INTL INC COM 0.4%
Value $3M Shares 30,379 Share Price $98.74 * Est. Cost/Share $66.16 Unrealized @ Report Date +26.6%
EW EDWARDS LIFESCIENCES CORP COM 0.4%
Value $2.996M Shares 31,512 Share Price $95.09 Est. Cost/Share $68.64 Unrealized @ Report Date +38.5%
CSX CSX CORP COM 0.4%
Value $2.975M Shares 102,382 Share Price $29.06 * Est. Cost/Share $24.12 Unrealized @ Report Date +14.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value $2.962M Shares 14,102 Share Price $210.04 * Est. Cost/Share $92.07 Unrealized @ Report Date +111.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.4%
Value $2.93M Shares 12,883 Share Price $227.46 Est. Cost/Share $203.43 Unrealized @ Report Date +11.8%
VFH VANGUARD FINANCIALS ETF 0.4%
Value $2.889M Shares 37,422 Share Price $77.19 Est. Cost/Share $93.00 Unrealized @ Report Date -17.0%
FISV FISERV INC COM 0.4%
Value $2.854M Shares 32,077 Share Price $88.97 Est. Cost/Share $72.39 Unrealized @ Report Date +22.9%
MA MASTERCARD INCORPORATED CL A 0.4%
Value $2.838M Shares 8,996 Share Price $315.48 * Est. Cost/Share $163.73 Unrealized @ Report Date +88.7%
MCK MCKESSON CORP COM 0.4%
Value $2.659M Shares 8,151 Share Price $326.21 Est. Cost/Share $168.70 Unrealized @ Report Date +90.0%
SON SONOCO PRODS CO COM 0.4%
Value $2.613M Shares 45,808 Share Price $57.04 * Est. Cost/Share $37.47 Unrealized @ Report Date +32.6%
META META PLATFORMS INC CL A 0.4%
Value $2.564M Shares 15,900 Share Price $161.25 Est. Cost/Share $219.21 Unrealized @ Report Date -27.0%
GLW CORNING INC COM 0.4%
Value $2.528M Shares 80,233 Share Price $31.51 * Est. Cost/Share $23.84 Unrealized @ Report Date +19.7%
SYK STRYKER CORPORATION COM 0.4%
Value $2.479M Shares 12,460 Share Price $198.93 * Est. Cost/Share $113.17 Unrealized @ Report Date +69.6%
NEE NEXTERA ENERGY INC COM 0.4%
Value $2.459M Shares 31,749 Share Price $77.46 * Est. Cost/Share $57.90 Unrealized @ Report Date +21.4%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.3%
Value $2.41M Shares 38,072 Share Price $63.31 Est. Cost/Share $71.54 Unrealized @ Report Date -11.5%
MCD MCDONALDS CORP COM 0.3%
Value $2.405M Shares 9,744 Share Price $246.87 * Est. Cost/Share $194.74 Unrealized @ Report Date +17.0%
BAC BANK AMERICA CORP COM 0.3%
Value $2.398M Shares 77,029 Share Price $31.13 * Est. Cost/Share $18.28 Unrealized @ Report Date +55.5%
COST COSTCO WHSL CORP NEW COM 0.3%
Value $2.362M Shares 4,929 Share Price $479.30 * Est. Cost/Share $288.76 Unrealized @ Report Date +58.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value $2.341M Shares 12,411 Share Price $188.62 Est. Cost/Share $145.33 Unrealized @ Report Date +29.8%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value $2.328M Shares 37,492 Share Price $62.09 * Est. Cost/Share $34.41 Unrealized @ Report Date +64.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.3%
Value $2.21M Shares 21,033 Share Price $105.06 * Est. Cost/Share $123.80 Unrealized @ Report Date -17.7%
CVS CVS HEALTH CORP COM 0.3%
Value $2.184M Shares 23,572 Share Price $92.66 * Est. Cost/Share $68.31 Unrealized @ Report Date +19.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value $2.159M Shares 3,418 Share Price $631.76 * Est. Cost/Share $21.11 Unrealized @ Report Date +99.5%
CSCO CISCO SYS INC COM 0.3%
Value $2.077M Shares 48,707 Share Price $42.64 * Est. Cost/Share $24.15 Unrealized @ Report Date +58.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.3%
Value $2.052M Shares 11,071 Share Price $185.34 Est. Cost/Share $154.90 Unrealized @ Report Date +19.7%
VO VANGUARD MID-CAP ETF 0.3%
Value $2.032M Shares 10,318 Share Price $196.97 * Est. Cost/Share $36.83 Unrealized @ Report Date +33.7%
DG DOLLAR GEN CORP NEW COM 0.3%
Value $2.007M Shares 8,177 Share Price $245.44 * Est. Cost/Share $148.05 Unrealized @ Report Date +55.6%
LABORATORY CORP AMER HLDGS COM NEW 0.3%
Value $1.998M Shares 8,524 Share Price $234.36 Est. Cost/Share $172.75 Unrealized @ Report Date
TSCO TRACTOR SUPPLY CO COM 0.3%
Value $1.989M Shares 10,261 Share Price $193.85 * Est. Cost/Share $16.75 Unrealized @ Report Date +117.7%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.3%
Value $1.978M Shares 50,728 Share Price $38.99 * Est. Cost/Share $20.74 Unrealized @ Report Date -6.0%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value $1.897M Shares 14,033 Share Price $135.15 * Est. Cost/Share $109.73 Unrealized @ Report Date +8.0%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.3%
Value $1.889M Shares 68,024 Share Price $27.77 Est. Cost/Share $31.11 Unrealized @ Report Date -10.7%
WMT WALMART INC COM 0.3%
Value $1.873M Shares 15,408 Share Price $121.58 * Est. Cost/Share $35.03 Unrealized @ Report Date +10.6%
CAT CATERPILLAR INC COM 0.3%
Value $1.873M Shares 10,476 Share Price $178.77 * Est. Cost/Share $173.75 Unrealized @ Report Date -3.6%
DHR DANAHER CORPORATION COM 0.3%
Value $1.853M Shares 7,310 Share Price $253.52 * Est. Cost/Share $72.54 Unrealized @ Report Date +204.6%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value $1.836M Shares 4,867 Share Price $377.27 Est. Cost/Share $262.66 Unrealized @ Report Date +43.6%
KELLANOVA COM 0.3%
Value $1.833M Shares 25,701 Share Price $71.34 * Est. Cost/Share $49.67 Unrealized @ Report Date +15.4%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.3%
Value $1.801M Shares 60,526 Share Price $29.75 Est. Cost/Share $33.86 Unrealized @ Report Date -12.1%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value $1.799M Shares 18,644 Share Price $96.50 Est. Cost/Share $102.97 Unrealized @ Report Date -6.3%
WALGREENS BOOTS ALLIANCE INC COM 0.3%
Value $1.777M Shares 46,890 Share Price $37.90 Est. Cost/Share $57.55 Unrealized @ Report Date
RTX RTX CORPORATION COM 0.3%
Value $1.767M Shares 18,380 Share Price $96.11 * Est. Cost/Share $55.16 Unrealized @ Report Date +61.0%
VAW VANGUARD MATERIALS ETF 0.2%
Value $1.708M Shares 10,664 Share Price $160.21 Est. Cost/Share $183.91 Unrealized @ Report Date -12.9%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $1.701M Shares 3,957 Share Price $429.91 * Est. Cost/Share $272.60 Unrealized @ Report Date +43.5%
SJM SMUCKER J M CO COM NEW 0.2%
Value $1.682M Shares 13,140 Share Price $128.01 * Est. Cost/Share $107.91 Unrealized @ Report Date +5.1%
UNM UNUM GROUP COM 0.2%
Value $1.681M Shares 49,403 Share Price $34.02 Est. Cost/Share $29.42 Unrealized @ Report Date +15.6%
TXN TEXAS INSTRS INC COM 0.2%
Value $1.679M Shares 10,929 Share Price $153.65 * Est. Cost/Share $77.73 Unrealized @ Report Date +77.9%
KMI KINDER MORGAN INC DEL COM 0.2%
Value $1.659M Shares 98,974 Share Price $16.76 * Est. Cost/Share $12.04 Unrealized @ Report Date +14.4%
HUM HUMANA INC COM 0.2%
Value $1.65M Shares 3,526 Share Price $468.07 * Est. Cost/Share $200.91 Unrealized @ Report Date +124.8%
AMAT APPLIED MATLS INC COM 0.2%
Value $1.636M Shares 17,981 Share Price $90.98 * Est. Cost/Share $60.34 Unrealized @ Report Date +46.0%
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value $1.628M Shares 9,964 Share Price $163.34 Est. Cost/Share $147.16 Unrealized @ Report Date +11.0%
SPGI S&P GLOBAL INC COM 0.2%
Value $1.625M Shares 4,821 Share Price $337.06 * Est. Cost/Share $146.08 Unrealized @ Report Date +124.1%
SBUX STARBUCKS CORP COM 0.2%
Value $1.602M Shares 20,975 Share Price $76.39 * Est. Cost/Share $55.92 Unrealized @ Report Date +25.6%
PAYX PAYCHEX INC COM 0.2%
Value $1.597M Shares 14,022 Share Price $113.87 * Est. Cost/Share $50.20 Unrealized @ Report Date +104.5%
ELV ELEVANCE HEALTH INC COM 0.2%
Value $1.575M Shares 3,263 Share Price $482.59 * Est. Cost/Share $283.62 Unrealized @ Report Date +61.8%
SOUTHSTATE CORPORATION COM 0.2%
Value $1.557M Shares 20,186 Share Price $77.15 Est. Cost/Share $75.16 Unrealized @ Report Date
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value $1.53M Shares 19,864 Share Price $77.00 * Est. Cost/Share $49.70 Unrealized @ Report Date +33.1%
AXP AMERICAN EXPRESS CO COM 0.2%
Value $1.524M Shares 10,992 Share Price $138.62 * Est. Cost/Share $77.09 Unrealized @ Report Date +72.2%
SNPS SYNOPSYS INC COM 0.2%
Value $1.516M Shares 4,991 Share Price $303.70 Est. Cost/Share $60.43 Unrealized @ Report Date +402.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value $1.504M Shares 18,169 Share Price $82.79 Est. Cost/Share $86.20 Unrealized @ Report Date -4.0%
AZO AUTOZONE INC COM 0.2%
Value $1.483M Shares 690 Share Price $2149.12 Est. Cost/Share $1247.22 Unrealized @ Report Date +72.3%
VB VANGUARD SMALL-CAP ETF 0.2%
Value $1.468M Shares 8,335 Share Price $176.11 Est. Cost/Share $146.15 Unrealized @ Report Date +20.5%
AMGN AMGEN INC COM 0.2%
Value $1.466M Shares 6,026 Share Price $243.31 * Est. Cost/Share $135.93 Unrealized @ Report Date +60.3%
EMR EMERSON ELEC CO COM 0.2%
Value $1.443M Shares 18,144 Share Price $79.54 * Est. Cost/Share $76.90 Unrealized @ Report Date -3.6%
MMM 3M CO COM 0.2%
Value $1.422M Shares 10,985 Share Price $129.41 * Est. Cost/Share $117.20 Unrealized @ Report Date -19.2%
TGT TARGET CORP COM 0.2%
Value $1.378M Shares 9,755 Share Price $141.24 * Est. Cost/Share $106.78 Unrealized @ Report Date +17.7%
T AT&T INC COM 0.2%
Value $1.366M Shares 65,156 Share Price $20.96 * Est. Cost/Share $14.80 Unrealized @ Report Date +15.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value $1.36M Shares 18,980 Share Price $71.63 * Est. Cost/Share $21.57 Unrealized @ Report Date +10.7%
F FORD MTR CO DEL COM 0.2%
Value $1.353M Shares 121,525 Share Price $11.13 * Est. Cost/Share $6.90 Unrealized @ Report Date +24.5%
MET METLIFE INC COM 0.2%
Value $1.318M Shares 20,997 Share Price $62.79 * Est. Cost/Share $27.58 Unrealized @ Report Date +104.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value $1.31M Shares 9,035 Share Price $144.97 Est. Cost/Share $130.49 Unrealized @ Report Date +11.1%
VTV VANGUARD VALUE ETF 0.2%
Value $1.299M Shares 9,852 Share Price $131.89 Est. Cost/Share $138.63 Unrealized @ Report Date -4.9%
LHC GROUP INC COM 0.2%
Value $1.251M Shares 8,031 Share Price $155.74 Est. Cost/Share $88.57 Unrealized @ Report Date
AFL AFLAC INC COM 0.2%
Value $1.249M Shares 22,572 Share Price $55.33 * Est. Cost/Share $30.23 Unrealized @ Report Date +69.2%
FTNT FORTINET INC COM 0.2%
Value $1.24M Shares 21,920 Share Price $56.58 Est. Cost/Share $50.46 Unrealized @ Report Date +12.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value $1.205M Shares 4,339 Share Price $277.65 * Est. Cost/Share $164.83 Unrealized @ Report Date +59.6%
CFR CULLEN FROST BANKERS INC COM 0.2%
Value $1.177M Shares 10,104 Share Price $116.45 * Est. Cost/Share $73.48 Unrealized @ Report Date +42.0%
NVDA NVIDIA CORPORATION COM 0.2%
Value $1.171M Shares 7,722 Share Price $151.59 * Est. Cost/Share $23.71 Unrealized @ Report Date -36.2%
BAX BAXTER INTL INC COM 0.2%
Value $1.153M Shares 17,953 Share Price $64.23 * Est. Cost/Share $44.19 Unrealized @ Report Date +33.4%
CL COLGATE PALMOLIVE CO COM 0.2%
Value $1.137M Shares 14,190 Share Price $80.14 * Est. Cost/Share $53.80 Unrealized @ Report Date +37.0%
GD GENERAL DYNAMICS CORP COM 0.2%
Value $1.128M Shares 5,097 Share Price $221.27 * Est. Cost/Share $138.04 Unrealized @ Report Date +49.6%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value $1.104M Shares 631 Share Price $1748.99 Est. Cost/Share $1534.61 Unrealized @ Report Date +12.1%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.2%
Value $1.099M Shares 49,595 Share Price $22.15 Est. Cost/Share $21.65 Unrealized @ Report Date
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value $1.083M Shares 13,250 Share Price $81.75 Est. Cost/Share $44.57 Unrealized @ Report Date +83.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value $1.082M Shares 13,517 Share Price $80.02 Est. Cost/Share $88.93 Unrealized @ Report Date -10.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value $1.081M Shares 11,496 Share Price $94.04 * Est. Cost/Share $86.91 Unrealized @ Report Date +3.3%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value $1.069M Shares 8,780 Share Price $121.78 Est. Cost/Share $119.80 Unrealized @ Report Date +1.7%
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value $1.055M Shares 3,018 Share Price $349.64 * Est. Cost/Share $134.71 Unrealized @ Report Date -13.5%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value $1.042M Shares 11,438 Share Price $91.11 Est. Cost/Share $91.94 Unrealized @ Report Date -0.9%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value $1.005M Shares 30,342 Share Price $33.12 * Est. Cost/Share $19.14 Unrealized @ Report Date +52.9%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value $996K Shares 3,352 Share Price $297.02 * Est. Cost/Share $211.46 Unrealized @ Report Date +28.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $976K Shares 4,040 Share Price $241.70 * Est. Cost/Share $125.30 Unrealized @ Report Date +79.2%
SOURCE CAP INC COM 0.1%
Value $973K Shares 26,078 Share Price $37.33 Est. Cost/Share $44.32 Unrealized @ Report Date
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $972K Shares 4,298 Share Price $226.23 * Est. Cost/Share $42.91 Unrealized @ Report Date +5.4%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value $965K Shares 23,144 Share Price $41.71 * Est. Cost/Share $29.39 Unrealized @ Report Date +27.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $965K Shares 6,832 Share Price $141.19 * Est. Cost/Share $87.48 Unrealized @ Report Date +41.2%
CI THE CIGNA GROUP COM 0.1%
Value $961K Shares 3,647 Share Price $263.52 * Est. Cost/Share $193.58 Unrealized @ Report Date +27.9%
TSN TYSON FOODS INC CL A 0.1%
Value $951K Shares 11,050 Share Price $86.06 * Est. Cost/Share $55.39 Unrealized @ Report Date +38.1%
FOXA FOX CORP CL A COM 0.1%
Value $948K Shares 29,487 Share Price $32.16 * Est. Cost/Share $34.43 Unrealized @ Report Date -10.9%
ATO ATMOS ENERGY CORP COM 0.1%
Value $935K Shares 8,341 Share Price $112.10 * Est. Cost/Share $55.25 Unrealized @ Report Date +86.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $918K Shares 5,035 Share Price $182.25 * Est. Cost/Share $102.48 Unrealized @ Report Date +63.7%
LKQ LKQ CORP COM 0.1%
Value $905K Shares 18,442 Share Price $49.09 * Est. Cost/Share $30.30 Unrealized @ Report Date +47.6%
MCO MOODYS CORP COM 0.1%
Value $903K Shares 3,320 Share Price $271.97 * Est. Cost/Share $105.16 Unrealized @ Report Date +151.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value $901K Shares 36,985 Share Price $24.37 Est. Cost/Share $23.56 Unrealized @ Report Date
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $866K Shares 13,592 Share Price $63.73 Est. Cost/Share $66.33 Unrealized @ Report Date -3.9%
TSLA TESLA INC COM 0.1%
Value $858K Shares 1,274 Share Price $673.42 * Est. Cost/Share $193.97 Unrealized @ Report Date +15.7%
L LOEWS CORP COM 0.1%
Value $841K Shares 14,200 Share Price $59.26 Est. Cost/Share $36.13 Unrealized @ Report Date +62.1%
XBI SPDR S&P BIOTECH ETF 0.1%
Value $841K Shares 11,320 Share Price $74.27 Est. Cost/Share $107.69 Unrealized @ Report Date -31.0%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value $837K Shares 16,752 Share Price $49.96 Est. Cost/Share $55.42 Unrealized @ Report Date -9.8%
NVO NOVO-NORDISK A S ADR 0.1%
Value $826K Shares 7,412 Share Price $111.43 Est. Cost/Share $45.74 Unrealized @ Report Date +143.6%
INTU INTUIT COM 0.1%
Value $806K Shares 2,092 Share Price $385.45 * Est. Cost/Share $347.45 Unrealized @ Report Date +8.4%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value $796K Shares 17,900 Share Price $44.47 * Est. Cost/Share $15.09 Unrealized @ Report Date +54.5%
PYPL PAYPAL HLDGS INC COM 0.1%
Value $795K Shares 11,390 Share Price $69.84 Est. Cost/Share $180.71 Unrealized @ Report Date -61.4%
TE CONNECTIVITY LTD SHS 0.1%
Value $779K Shares 6,888 Share Price $113.15 Est. Cost/Share $89.24 Unrealized @ Report Date
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value $772K Shares 7,785 Share Price $99.11 Est. Cost/Share $101.14 Unrealized @ Report Date -2.0%
BA BOEING CO COM 0.1%
Value $771K Shares 5,641 Share Price $136.72 Est. Cost/Share $142.62 Unrealized @ Report Date -4.1%
CPRT COPART INC COM 0.1%
Value $761K Shares 7,005 Share Price $108.66 * Est. Cost/Share $13.54 Unrealized @ Report Date +100.6%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value $757K Shares 9,857 Share Price $76.79 Est. Cost/Share $80.24 Unrealized @ Report Date -4.3%
COP CONOCOPHILLIPS COM 0.1%
Value $738K Shares 8,222 Share Price $89.81 * Est. Cost/Share $33.06 Unrealized @ Report Date +139.4%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value $733K Shares 12,917 Share Price $56.74 Est. Cost/Share $60.27 Unrealized @ Report Date -5.9%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value $726K Shares 8,584 Share Price $84.53 Est. Cost/Share $69.42 Unrealized @ Report Date +21.8%
MKTX MARKETAXESS HLDGS INC COM 0.1%
Value $718K Shares 2,804 Share Price $256.01 * Est. Cost/Share $409.36 Unrealized @ Report Date -40.4%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value $716K Shares 9,220 Share Price $77.65 Est. Cost/Share $85.68 Unrealized @ Report Date -9.4%
APD AIR PRODS & CHEMS INC COM 0.1%
Value $710K Shares 2,953 Share Price $240.48 * Est. Cost/Share $156.09 Unrealized @ Report Date +40.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $710K Shares 22,573 Share Price $31.45 * Est. Cost/Share $16.21 Unrealized @ Report Date -3.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value $703K Shares 10,421 Share Price $67.49 * Est. Cost/Share $58.89 Unrealized @ Report Date +8.2%
ALL ALLSTATE CORP COM 0.1%
Value $696K Shares 5,494 Share Price $126.73 * Est. Cost/Share $73.25 Unrealized @ Report Date +59.2%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value $688K Shares 8,482 Share Price $81.14 Est. Cost/Share $56.33 Unrealized @ Report Date +44.0%
BLACKROCK INC COM 0.1%
Value $675K Shares 1,109 Share Price $609.04 Est. Cost/Share $560.06 Unrealized @ Report Date
DLTR DOLLAR TREE INC COM 0.1%
Value $670K Shares 4,299 Share Price $155.85 Est. Cost/Share $93.01 Unrealized @ Report Date +67.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value $663K Shares 15,455 Share Price $42.91 Est. Cost/Share $43.63 Unrealized @ Report Date -1.7%
MU MICRON TECHNOLOGY INC COM 0.1%
Value $651K Shares 11,782 Share Price $55.28 * Est. Cost/Share $68.59 Unrealized @ Report Date -21.1%
ECL ECOLAB INC COM 0.1%
Value $647K Shares 4,205 Share Price $153.76 * Est. Cost/Share $103.53 Unrealized @ Report Date +42.8%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $633K Shares 1,323 Share Price $478.57 * Est. Cost/Share $224.16 Unrealized @ Report Date +101.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $623K Shares 6,126 Share Price $101.71 Est. Cost/Share $90.45 Unrealized @ Report Date +12.4%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value $623K Shares 2,672 Share Price $233.06 * Est. Cost/Share $185.85 Unrealized @ Report Date +17.8%
FLEETCOR TECHNOLOGIES INC COM 0.1%
Value $616K Shares 2,930 Share Price $210.11 Est. Cost/Share $231.96 Unrealized @ Report Date
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value $615K Shares 6,638 Share Price $92.64 * Est. Cost/Share $79.25 Unrealized @ Report Date +5.0%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.1%
Value $614K Shares 66,853 Share Price $9.18 Est. Cost/Share $10.53 Unrealized @ Report Date
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value $613K Shares 5,208 Share Price $117.63 Est. Cost/Share $148.01 Unrealized @ Report Date -20.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value $611K Shares 4,077 Share Price $149.80 Est. Cost/Share $157.91 Unrealized @ Report Date -5.1%
UNILEVER PLC SPON ADR NEW 0.1%
Value $608K Shares 13,269 Share Price $45.83 Est. Cost/Share $45.56 Unrealized @ Report Date
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.1%
Value $607K Shares 11,800 Share Price $51.48 Est. Cost/Share $54.07 Unrealized @ Report Date -4.8%
TIP ISHARES TIPS BOND ETF 0.1%
Value $604K Shares 5,306 Share Price $113.91 Est. Cost/Share $113.95 Unrealized @ Report Date -0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value $598K Shares 4,018 Share Price $148.78 * Est. Cost/Share $77.59 Unrealized @ Report Date +77.8%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value $590K Shares 9,344 Share Price $63.18 * Est. Cost/Share $63.31 Unrealized @ Report Date -5.0%
ENTG ENTEGRIS INC COM 0.1%
Value $577K Shares 6,259 Share Price $92.13 Est. Cost/Share $56.95 Unrealized @ Report Date +59.3%
FCCO FIRST CMNTY CORP S C COM 0.1%
Value $573K Shares 29,875 Share Price $19.17 * Est. Cost/Share $11.51 Unrealized @ Report Date +50.4%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $554K Shares 5,774 Share Price $95.94 * Est. Cost/Share $59.65 Unrealized @ Report Date +41.1%
CPK CHESAPEAKE UTILS CORP COM 0.1%
Value $553K Shares 4,266 Share Price $129.56 * Est. Cost/Share $96.94 Unrealized @ Report Date +24.3%
HOLX HOLOGIC INC COM 0.1%
Value $553K Shares 7,975 Share Price $69.30 * Est. Cost/Share $58.18 Unrealized @ Report Date +27.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value $541K Shares 7,189 Share Price $75.26 Est. Cost/Share $85.18 Unrealized @ Report Date -11.6%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value $538K Shares 910 Share Price $591.13 Est. Cost/Share $536.86 Unrealized @ Report Date +9.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $535K Shares 13,102 Share Price $40.80 Est. Cost/Share $41.80 Unrealized @ Report Date -2.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $532K Shares 3,964 Share Price $134.23 Est. Cost/Share $127.03 Unrealized @ Report Date +5.7%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value $531K Shares 3,855 Share Price $137.85 Est. Cost/Share $115.56 Unrealized @ Report Date +19.3%
DE DEERE & CO COM 0.1%
Value $517K Shares 1,725 Share Price $299.47 * Est. Cost/Share $192.21 Unrealized @ Report Date +48.5%
C CITIGROUP INC COM NEW 0.1%
Value $515K Shares 11,201 Share Price $45.99 * Est. Cost/Share $45.60 Unrealized @ Report Date -11.5%
DOV DOVER CORP COM 0.1%
Value $513K Shares 4,230 Share Price $121.32 * Est. Cost/Share $69.58 Unrealized @ Report Date +66.8%
GPN GLOBAL PMTS INC COM 0.1%
Value $511K Shares 4,619 Share Price $110.64 * Est. Cost/Share $138.08 Unrealized @ Report Date -22.6%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value $508K Shares 7,971 Share Price $63.67 * Est. Cost/Share $118.17 Unrealized @ Report Date -67.0%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value $505K Shares 4,443 Share Price $113.61 * Est. Cost/Share $80.14 Unrealized @ Report Date +20.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $501K Shares 2,293 Share Price $218.70 * Est. Cost/Share $40.24 Unrealized @ Report Date +35.9%
EQH EQUITABLE HLDGS INC COM 0.1%
Value $498K Shares 19,117 Share Price $26.07 * Est. Cost/Share $27.54 Unrealized @ Report Date -13.4%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $498K Shares 4,960 Share Price $100.42 * Est. Cost/Share $18.68 Unrealized @ Report Date +7.5%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value $490K Shares 5,030 Share Price $97.46 * Est. Cost/Share $63.52 Unrealized @ Report Date +47.1%
CCI CROWN CASTLE INC COM 0.1%
Value $478K Shares 2,836 Share Price $168.38 * Est. Cost/Share $84.80 Unrealized @ Report Date +65.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $474K Shares 2,364 Share Price $200.71 Est. Cost/Share $313.22 Unrealized @ Report Date -35.9%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value $465K Shares 7,900 Share Price $58.82 Est. Cost/Share $67.05 Unrealized @ Report Date -12.3%
NFLX NETFLIX INC COM 0.1%
Value $456K Shares 2,609 Share Price $174.87 * Est. Cost/Share $43.41 Unrealized @ Report Date -59.7%
BX BLACKSTONE INC COM 0.1%
Value $455K Shares 4,986 Share Price $91.23 * Est. Cost/Share $36.70 Unrealized @ Report Date +122.1%
VDE VANGUARD ENERGY ETF 0.1%
Value $455K Shares 4,570 Share Price $99.47 Est. Cost/Share $98.86 Unrealized @ Report Date +0.6%
ADI ANALOG DEVICES INC COM 0.1%
Value $453K Shares 3,100 Share Price $146.09 * Est. Cost/Share $141.25 Unrealized @ Report Date -2.7%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value $448K Shares 5,351 Share Price $83.70 Est. Cost/Share $110.20 Unrealized @ Report Date -24.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value $447K Shares 4,005 Share Price $111.73 Est. Cost/Share $135.98 Unrealized @ Report Date -17.8%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value $445K Shares 7,300 Share Price $61.00 Est. Cost/Share $76.12 Unrealized @ Report Date -19.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value $441K Shares 337 Share Price $1307.26 * Est. Cost/Share $28.22 Unrealized @ Report Date -7.3%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $435K Shares 6,961 Share Price $62.49 Est. Cost/Share $56.07 Unrealized @ Report Date +11.5%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value $434K Shares 2,660 Share Price $163.04 * Est. Cost/Share $103.42 Unrealized @ Report Date +52.5%
CTAS CINTAS CORP COM 0.1%
Value $430K Shares 1,150 Share Price $373.53 * Est. Cost/Share $19.39 Unrealized @ Report Date +366.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $429K Shares 43,030 Share Price $9.98 Est. Cost/Share $12.59 Unrealized @ Report Date
AMLP ALERIAN MLP ETF 0.1%
Value $425K Shares 12,332 Share Price $34.45 Est. Cost/Share $51.43 Unrealized @ Report Date -33.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.1%
Value $417K Shares 4,565 Share Price $91.33 Est. Cost/Share $89.68 Unrealized @ Report Date +1.8%
WFC WELLS FARGO CO NEW COM 0.1%
Value $415K Shares 10,589 Share Price $39.17 * Est. Cost/Share $38.47 Unrealized @ Report Date -7.1%
LAM RESEARCH CORP COM 0.1%
Value $407K Shares 955 Share Price $426.15 Est. Cost/Share $533.74 Unrealized @ Report Date
MO ALTRIA GROUP INC COM 0.1%
Value $404K Shares 9,678 Share Price $41.77 * Est. Cost/Share $31.67 Unrealized @ Report Date -0.5%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value $400K Shares 9,041 Share Price $44.19 * Est. Cost/Share $15.10 Unrealized @ Report Date -2.4%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value $395K Shares 13,350 Share Price $29.58 * Est. Cost/Share $18.52 Unrealized @ Report Date +45.8%
CRM SALESFORCE INC COM 0.1%
Value $391K Shares 2,370 Share Price $165.04 Est. Cost/Share $200.67 Unrealized @ Report Date -18.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value $388K Shares 3,410 Share Price $113.68 Est. Cost/Share $232.39 Unrealized @ Report Date -51.1%
RVTY REVVITY INC COM 0.1%
Value $388K Shares 2,725 Share Price $142.22 Est. Cost/Share $137.25 Unrealized @ Report Date +2.7%
GDX VANECK GOLD MINERS ETF 0.1%
Value $385K Shares 14,050 Share Price $27.38 Est. Cost/Share $27.49 Unrealized @ Report Date -0.4%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value $382K Shares 13,250 Share Price $28.84 Est. Cost/Share $28.62 Unrealized @ Report Date +0.8%
SHEL SHELL PLC SPON ADS 0.1%
Value $376K Shares 7,183 Share Price $52.29 Est. Cost/Share $50.81 Unrealized @ Report Date +2.9%
J JACOBS SOLUTIONS INC COM 0.1%
Value $374K Shares 2,940 Share Price $127.13 * Est. Cost/Share $93.06 Unrealized @ Report Date +9.7%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value $372K Shares 9,978 Share Price $37.25 Est. Cost/Share $28.04 Unrealized @ Report Date
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value $369K Shares 1,442 Share Price $255.62 * Est. Cost/Share $210.00 Unrealized @ Report Date +8.4%
VPU VANGUARD UTILITIES ETF 0.1%
Value $366K Shares 2,403 Share Price $152.35 Est. Cost/Share $137.98 Unrealized @ Report Date +10.4%
COR CENCORA INC COM 0.1%
Value $364K Shares 2,570 Share Price $141.48 * Est. Cost/Share $65.97 Unrealized @ Report Date +107.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value $362K Shares 23,218 Share Price $15.58 Est. Cost/Share $19.22 Unrealized @ Report Date -18.9%
GBDC GOLUB CAP BDC INC COM 0.1%
Value $358K Shares 27,648 Share Price $12.96 * Est. Cost/Share $8.70 Unrealized @ Report Date +1.6%
NKE NIKE INC CL B 0.1%
Value $357K Shares 3,493 Share Price $102.20 * Est. Cost/Share $78.94 Unrealized @ Report Date +22.0%
CACI CACI INTL INC CL A 0.1%
Value $354K Shares 1,255 Share Price $281.78 Est. Cost/Share $242.63 Unrealized @ Report Date +16.1%
AVGO BROADCOM INC COM 0.1%
Value $353K Shares 727 Share Price $485.88 * Est. Cost/Share $44.32 Unrealized @ Report Date +3.1%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value $352K Shares 1,935 Share Price $181.69 * Est. Cost/Share $36.24 Unrealized @ Report Date +0.3%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value $351K Shares 7,646 Share Price $45.85 Est. Cost/Share $36.96 Unrealized @ Report Date +24.0%
FAST FASTENAL CO COM 0.0%
Value $344K Shares 6,900 Share Price $49.92 * Est. Cost/Share $22.57 Unrealized @ Report Date +1.3%
TTD THE TRADE DESK INC COM CL A 0.0%
Value $343K Shares 8,190 Share Price $41.89 Est. Cost/Share $85.88 Unrealized @ Report Date -51.2%
CCK CROWN HLDGS INC COM 0.0%
Value $341K Shares 3,700 Share Price $92.17 * Est. Cost/Share $65.97 Unrealized @ Report Date +34.3%
MS MORGAN STANLEY COM NEW 0.0%
Value $341K Shares 4,483 Share Price $76.06 * Est. Cost/Share $54.95 Unrealized @ Report Date +22.7%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $338K Shares 165,500 Share Price $2.04 Est. Cost/Share $2.52 Unrealized @ Report Date -18.9%
ZTS ZOETIS INC CL A 0.0%
Value $337K Shares 1,962 Share Price $171.89 * Est. Cost/Share $125.89 Unrealized @ Report Date +31.7%
DUCK CREEK TECHNOLOGIES INC SHS 0.0%
Value $335K Shares 22,567 Share Price $14.85 Est. Cost/Share $30.03 Unrealized @ Report Date
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value $334K Shares 6,769 Share Price $49.41 * Est. Cost/Share $27.77 Unrealized @ Report Date +38.6%
CTVA CORTEVA INC COM 0.0%
Value $334K Shares 6,168 Share Price $54.14 * Est. Cost/Share $25.70 Unrealized @ Report Date +102.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $331K Shares 5,617 Share Price $58.85 Est. Cost/Share $70.92 Unrealized @ Report Date -17.0%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value $329K Shares 12,125 Share Price $27.15 Est. Cost/Share $25.95 Unrealized @ Report Date +4.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $327K Shares 2,279 Share Price $143.47 Est. Cost/Share $92.82 Unrealized @ Report Date +54.6%
DLAPQ DELTA APPAREL INC COM 0.0%
Value $326K Shares 11,500 Share Price $28.37 * Est. Cost/Share $18.38 Unrealized @ Report Date +59.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $325K Shares 1,648 Share Price $197.07 Est. Cost/Share $225.67 Unrealized @ Report Date -12.7%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value $323K Shares 2,714 Share Price $119.12 * Est. Cost/Share $120.33 Unrealized @ Report Date -10.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $322K Shares 7,729 Share Price $41.65 Est. Cost/Share $34.27 Unrealized @ Report Date +21.5%
PGR PROGRESSIVE CORP COM 0.0%
Value $321K Shares 2,765 Share Price $116.27 * Est. Cost/Share $83.74 Unrealized @ Report Date +26.6%
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value $316K Shares 3,519 Share Price $89.81 Est. Cost/Share $81.20 Unrealized @ Report Date
VUG VANGUARD GROWTH ETF 0.0%
Value $313K Shares 1,403 Share Price $222.95 * Est. Cost/Share $19.37 Unrealized @ Report Date +91.8%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value $311K Shares 5,364 Share Price $58.07 Est. Cost/Share $66.02 Unrealized @ Report Date -12.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value $306K Shares 1,242 Share Price $246.53 * Est. Cost/Share $177.95 Unrealized @ Report Date +30.4%
GNRC GENERAC HLDGS INC COM 0.0%
Value $298K Shares 1,415 Share Price $210.58 Est. Cost/Share $235.71 Unrealized @ Report Date -10.7%
KR KROGER CO COM 0.0%
Value $296K Shares 6,250 Share Price $47.33 * Est. Cost/Share $28.59 Unrealized @ Report Date +53.2%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value $293K Shares 13,940 Share Price $21.05 * Est. Cost/Share $13.39 Unrealized @ Report Date -19.0%
ALLY ALLY FINL INC COM 0.0%
Value $292K Shares 8,719 Share Price $33.51 * Est. Cost/Share $16.34 Unrealized @ Report Date +79.3%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $288K Shares 9,700 Share Price $29.73 Est. Cost/Share $31.06 Unrealized @ Report Date -4.3%
EL LAUDER ESTEE COS INC CL A 0.0%
Value $288K Shares 1,130 Share Price $254.69 * Est. Cost/Share $211.96 Unrealized @ Report Date +13.1%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $288K Shares 5,573 Share Price $51.61 Est. Cost/Share $61.20 Unrealized @ Report Date -15.7%
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 0.0%
Value $287K Shares 5,075 Share Price $56.47 Est. Cost/Share $42.12 Unrealized @ Report Date +34.1%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value $286K Shares 2,595 Share Price $110.10 Est. Cost/Share $110.72 Unrealized @ Report Date -0.6%
HEI HEICO CORP NEW COM 0.0%
Value $286K Shares 2,178 Share Price $131.12 Est. Cost/Share $70.27 Unrealized @ Report Date +86.6%
PSA PUBLIC STORAGE COM 0.0%
Value $285K Shares 913 Share Price $312.67 * Est. Cost/Share $147.26 Unrealized @ Report Date +78.2%
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value $285K Shares 50,200 Share Price $5.67 Est. Cost/Share $9.51 Unrealized @ Report Date
LAD LITHIA MTRS INC COM 0.0%
Value $282K Shares 1,025 Share Price $274.81 * Est. Cost/Share $301.10 Unrealized @ Report Date -3.2%
DHI D R HORTON INC COM 0.0%
Value $281K Shares 4,250 Share Price $66.18 * Est. Cost/Share $50.80 Unrealized @ Report Date +25.8%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $281K Shares 712 Share Price $394.65 * Est. Cost/Share $391.03 Unrealized @ Report Date -1.4%
TAN INVESCO SOLAR ETF 0.0%
Value $280K Shares 3,925 Share Price $71.39 Est. Cost/Share $21.97 Unrealized @ Report Date +224.9%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $278K Shares 5,010 Share Price $55.43 Est. Cost/Share $54.54 Unrealized @ Report Date +1.6%
PHM PULTE GROUP INC COM 0.0%
Value $275K Shares 6,943 Share Price $39.63 * Est. Cost/Share $24.12 Unrealized @ Report Date +59.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $272K Shares 2,929 Share Price $92.70 * Est. Cost/Share $38.37 Unrealized @ Report Date +20.8%
EMN EASTMAN CHEM CO COM 0.0%
Value $270K Shares 3,011 Share Price $89.77 * Est. Cost/Share $65.17 Unrealized @ Report Date +20.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $268K Shares 1,530 Share Price $175.38 Est. Cost/Share $198.60 Unrealized @ Report Date -11.7%
FORWARD AIR CORP COM 0.0%
Value $267K Shares 2,900 Share Price $91.96 Est. Cost/Share $65.93 Unrealized @ Report Date
SYY SYSCO CORP COM 0.0%
Value $265K Shares 3,125 Share Price $84.71 * Est. Cost/Share $44.00 Unrealized @ Report Date +75.0%
GLD SPDR GOLD SHARES 0.0%
Value $260K Shares 1,541 Share Price $168.46 Est. Cost/Share $157.82 Unrealized @ Report Date +6.7%
DOW DOW INC COM 0.0%
Value $260K Shares 5,030 Share Price $51.61 * Est. Cost/Share $36.88 Unrealized @ Report Date +13.9%
MDB MONGODB INC CL A 0.0%
Value $260K Shares 1,000 Share Price $259.50 Est. Cost/Share $499.94 Unrealized @ Report Date -48.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $258K Shares 5,253 Share Price $49.06 Est. Cost/Share $58.24 Unrealized @ Report Date -15.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $255K Shares 1,510 Share Price $169.13 * Est. Cost/Share $101.34 Unrealized @ Report Date +56.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $253K Shares 2,132 Share Price $118.77 * Est. Cost/Share $118.99 Unrealized @ Report Date -2.7%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $252K Shares 7,000 Share Price $36.03 * Est. Cost/Share $39.35 Unrealized @ Report Date +6.1%
MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 0.0%
Value $250K Shares 8,655 Share Price $28.87 Est. Cost/Share $34.18 Unrealized @ Report Date -15.5%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $250K Shares 2,925 Share Price $85.32 Est. Cost/Share $109.24 Unrealized @ Report Date -21.9%
NUE NUCOR CORP COM 0.0%
Value $249K Shares 2,387 Share Price $104.41 * Est. Cost/Share $38.89 Unrealized @ Report Date +154.8%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value $247K Shares 6,945 Share Price $35.60 * Est. Cost/Share $36.69 Unrealized @ Report Date -5.1%
ALB ALBEMARLE CORP COM 0.0%
Value $246K Shares 1,178 Share Price $209.01 * Est. Cost/Share $86.26 Unrealized @ Report Date +131.0%
DVA DAVITA INC COM 0.0%
Value $245K Shares 3,060 Share Price $79.96 * Est. Cost/Share $64.65 Unrealized @ Report Date +56.5%
SHOP SHOPIFY INC CL A 0.0%
Value $243K Shares 7,770 Share Price $31.24 Est. Cost/Share $49.21 Unrealized @ Report Date -36.5%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $243K Shares 1,394 Share Price $174.12 Est. Cost/Share $141.07 Unrealized @ Report Date +23.4%
INCY INCYTE CORP COM 0.0%
Value $239K Shares 3,150 Share Price $75.97 Est. Cost/Share $75.99 Unrealized @ Report Date -0.1%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $238K Shares 1,668 Share Price $142.55 * Est. Cost/Share $125.56 Unrealized @ Report Date +7.0%
CBRE CBRE GROUP INC CL A 0.0%
Value $237K Shares 3,225 Share Price $73.61 Est. Cost/Share $56.41 Unrealized @ Report Date +30.5%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $235K Shares 2,875 Share Price $81.77 Est. Cost/Share $22.93 Unrealized @ Report Date +256.6%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $230K Shares 820 Share Price $280.12 Est. Cost/Share $462.19 Unrealized @ Report Date -40.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $227K Shares 2,841 Share Price $79.95 Est. Cost/Share $74.59 Unrealized @ Report Date +7.2%
MDU MDU RES GROUP INC COM 0.0%
Value $227K Shares 8,400 Share Price $26.99 * Est. Cost/Share $9.98 Unrealized @ Report Date -6.9%
SYNOVUS FINL CORP COM NEW 0.0%
Value $225K Shares 6,232 Share Price $36.05 Est. Cost/Share $33.18 Unrealized @ Report Date
HSY HERSHEY CO COM 0.0%
Value $224K Shares 1,043 Share Price $215.16 * Est. Cost/Share $146.32 Unrealized @ Report Date +34.4%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $222K Shares 3,317 Share Price $66.88 Est. Cost/Share $72.54 Unrealized @ Report Date -7.8%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value $219K Shares 6,112 Share Price $35.88 Est. Cost/Share $38.06 Unrealized @ Report Date -5.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $217K Shares 6,085 Share Price $35.66 * Est. Cost/Share $17.13 Unrealized @ Report Date +98.7%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $215K Shares 1,827 Share Price $117.66 Est. Cost/Share $92.81 Unrealized @ Report Date +26.8%
EBAY EBAY INC. COM 0.0%
Value $212K Shares 5,095 Share Price $41.67 * Est. Cost/Share $23.93 Unrealized @ Report Date +62.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value $209K Shares 2,200 Share Price $95.10 * Est. Cost/Share $63.62 Unrealized @ Report Date +32.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $208K Shares 2,907 Share Price $71.51 * Est. Cost/Share $25.23 Unrealized @ Report Date +41.7%
FFIV F5 INC COM 0.0%
Value $207K Shares 1,355 Share Price $153.04 Est. Cost/Share $150.58 Unrealized @ Report Date +1.6%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value $206K Shares 5,400 Share Price $38.22 Est. Cost/Share $39.55 Unrealized @ Report Date
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $206K Shares 2,318 Share Price $89.03 Est. Cost/Share $96.37 Unrealized @ Report Date -7.6%
BIZD VANECK BDC INCOME ETF 0.0%
Value $206K Shares 13,617 Share Price $15.10 Est. Cost/Share $17.28 Unrealized @ Report Date -12.6%
BRO BROWN & BROWN INC COM 0.0%
Value $203K Shares 3,480 Share Price $58.34 * Est. Cost/Share $20.49 Unrealized @ Report Date +178.2%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $202K Shares 5,824 Share Price $34.62 Est. Cost/Share $41.12 Unrealized @ Report Date -15.8%
ETN EATON CORP PLC SHS 0.0%
Value $200K Shares 1,590 Share Price $125.99 * Est. Cost/Share $95.38 Unrealized @ Report Date +25.5%
URI UNITED RENTALS INC COM 0.0%
Value $198K Shares 815 Share Price $242.91 * Est. Cost/Share $189.10 Unrealized @ Report Date +24.4%
CSW CSW INDUSTRIALS INC COM 0.0%
Value $198K Shares 1,920 Share Price $103.03 Est. Cost/Share $104.91 Unrealized @ Report Date -3.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $197K Shares 1,161 Share Price $169.36 Est. Cost/Share $216.42 Unrealized @ Report Date -21.7%
MSCI MSCI INC COM 0.0%
Value $197K Shares 477 Share Price $412.15 * Est. Cost/Share $455.81 Unrealized @ Report Date -13.1%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $196K Shares 4,513 Share Price $43.53 Est. Cost/Share $53.62 Unrealized @ Report Date -20.1%
FE FIRSTENERGY CORP COM 0.0%
Value $196K Shares 5,100 Share Price $38.39 * Est. Cost/Share $29.93 Unrealized @ Report Date +10.9%
ARCONIC CORPORATION COM 0.0%
Value $194K Shares 6,925 Share Price $28.05 Est. Cost/Share $28.20 Unrealized @ Report Date
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $192K Shares 1,664 Share Price $115.20 Est. Cost/Share $148.78 Unrealized @ Report Date -22.6%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $191K Shares 12,400 Share Price $15.37 Est. Cost/Share $19.81 Unrealized @ Report Date -22.4%
IQV IQVIA HLDGS INC COM 0.0%
Value $190K Shares 875 Share Price $216.99 Est. Cost/Share $212.04 Unrealized @ Report Date +2.3%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $189K Shares 2,680 Share Price $70.67 * Est. Cost/Share $47.48 Unrealized @ Report Date +40.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $189K Shares 1,120 Share Price $168.56 Est. Cost/Share $74.25 Unrealized @ Report Date +127.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value $186K Shares 3,885 Share Price $47.76 Est. Cost/Share $61.69 Unrealized @ Report Date
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $183K Shares 1,925 Share Price $94.83 Est. Cost/Share $112.36 Unrealized @ Report Date -16.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $182K Shares 669 Share Price $272.61 Est. Cost/Share $370.80 Unrealized @ Report Date -26.5%
DDOG DATADOG INC CL A COM 0.0%
Value $182K Shares 1,910 Share Price $95.24 Est. Cost/Share $125.88 Unrealized @ Report Date -24.3%
SLV ISHARES SILVER TRUST 0.0%
Value $181K Shares 9,709 Share Price $18.64 Est. Cost/Share $21.24 Unrealized @ Report Date -12.2%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $181K Shares 4,081 Share Price $44.27 Est. Cost/Share $57.62 Unrealized @ Report Date -23.2%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $180K Shares 5,000 Share Price $35.98 Est. Cost/Share $28.99 Unrealized @ Report Date +24.1%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $180K Shares 1,740 Share Price $103.21 Est. Cost/Share $127.49 Unrealized @ Report Date -19.0%
XYZ BLOCK INC CL A 0.0%
Value $179K Shares 2,916 Share Price $61.46 Est. Cost/Share $162.81 Unrealized @ Report Date -62.3%
PSX PHILLIPS 66 COM 0.0%
Value $179K Shares 2,178 Share Price $81.99 * Est. Cost/Share $56.15 Unrealized @ Report Date +28.4%
MELI MERCADOLIBRE INC COM 0.0%
Value $178K Shares 279 Share Price $636.87 Est. Cost/Share $1408.92 Unrealized @ Report Date -54.8%
NOW SERVICENOW INC COM 0.0%
Value $177K Shares 373 Share Price $475.52 * Est. Cost/Share $99.40 Unrealized @ Report Date -4.3%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $174K Shares 3,161 Share Price $55.10 * Est. Cost/Share $21.78 Unrealized @ Report Date +114.4%
OC OWENS CORNING NEW COM 0.0%
Value $173K Shares 2,325 Share Price $74.31 Est. Cost/Share $64.35 Unrealized @ Report Date +15.5%
KBR KBR INC COM 0.0%
Value $169K Shares 3,500 Share Price $48.39 * Est. Cost/Share $39.57 Unrealized @ Report Date +17.8%
MPC MARATHON PETE CORP COM 0.0%
Value $169K Shares 2,060 Share Price $82.21 * Est. Cost/Share $34.28 Unrealized @ Report Date +121.9%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $169K Shares 2,712 Share Price $62.43 * Est. Cost/Share $18.96 Unrealized @ Report Date +9.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $169K Shares 1,763 Share Price $95.68 * Est. Cost/Share $64.28 Unrealized @ Report Date +25.3%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $168K Shares 3,393 Share Price $49.54 Est. Cost/Share $57.25 Unrealized @ Report Date -13.5%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value $167K Shares 4,014 Share Price $41.58 Est. Cost/Share $26.29 Unrealized @ Report Date
WSM WILLIAMS SONOMA INC COM 0.0%
Value $166K Shares 1,500 Share Price $110.95 * Est. Cost/Share $53.44 Unrealized @ Report Date -3.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value $166K Shares 2,300 Share Price $72.18 Est. Cost/Share $58.14 Unrealized @ Report Date +24.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $165K Shares 12,262 Share Price $13.42 Est. Cost/Share $18.55 Unrealized @ Report Date -27.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $164K Shares 2,639 Share Price $62.00 Est. Cost/Share $51.89 Unrealized @ Report Date +19.5%
YUM YUM BRANDS INC COM 0.0%
Value $163K Shares 1,437 Share Price $113.51 * Est. Cost/Share $45.84 Unrealized @ Report Date +131.6%
VNT VONTIER CORPORATION COM 0.0%
Value $163K Shares 7,075 Share Price $22.99 Est. Cost/Share $31.20 Unrealized @ Report Date -26.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $161K Shares 3,378 Share Price $47.64 Est. Cost/Share $45.70 Unrealized @ Report Date +4.3%
HPQ HP INC COM 0.0%
Value $157K Shares 4,788 Share Price $32.78 * Est. Cost/Share $8.05 Unrealized @ Report Date +257.2%
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value $156K Shares 13,664 Share Price $11.39 Est. Cost/Share $14.00 Unrealized @ Report Date
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $155K Shares 1,794 Share Price $86.48 Est. Cost/Share $51.07 Unrealized @ Report Date +69.3%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $155K Shares 739 Share Price $209.60 * Est. Cost/Share $188.34 Unrealized @ Report Date +6.9%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value $153K Shares 885 Share Price $173.09 * Est. Cost/Share $134.70 Unrealized @ Report Date +17.8%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $152K Shares 2,618 Share Price $57.99 * Est. Cost/Share $14.93 Unrealized @ Report Date -2.9%
CB CHUBB LIMITED COM 0.0%
Value $150K Shares 765 Share Price $196.58 * Est. Cost/Share $160.33 Unrealized @ Report Date +17.2%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value $150K Shares 4,293 Share Price $35.03 Est. Cost/Share $44.99 Unrealized @ Report Date -22.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $150K Shares 1,104 Share Price $136.15 Est. Cost/Share $111.81 Unrealized @ Report Date +21.8%
CMI CUMMINS INC COM 0.0%
Value $150K Shares 775 Share Price $193.53 * Est. Cost/Share $131.58 Unrealized @ Report Date +35.2%
CLX CLOROX CO DEL COM 0.0%
Value $147K Shares 1,039 Share Price $141.05 * Est. Cost/Share $95.21 Unrealized @ Report Date +31.4%
FNV FRANCO NEV CORP COM 0.0%
Value $145K Shares 1,100 Share Price $131.58 * Est. Cost/Share $133.03 Unrealized @ Report Date +7.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $143K Shares 10,780 Share Price $13.26 * Est. Cost/Share $6.64 Unrealized @ Report Date +80.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $142K Shares 2,016 Share Price $70.21 Est. Cost/Share $57.33 Unrealized @ Report Date +22.5%
EOG EOG RES INC COM 0.0%
Value $141K Shares 1,277 Share Price $110.44 * Est. Cost/Share $104.70 Unrealized @ Report Date -9.1%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value $141K Shares 2,730 Share Price $51.61 * Est. Cost/Share $32.72 Unrealized @ Report Date +41.7%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $141K Shares 375 Share Price $375.11 Est. Cost/Share $405.16 Unrealized @ Report Date -7.4%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value $140K Shares 6,926 Share Price $20.17 Est. Cost/Share $22.26 Unrealized @ Report Date -9.4%
BWA BORGWARNER INC COM 0.0%
Value $138K Shares 4,150 Share Price $33.37 * Est. Cost/Share $30.65 Unrealized @ Report Date -8.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $138K Shares 462 Share Price $299.24 * Est. Cost/Share $163.41 Unrealized @ Report Date +79.2%
CSL CARLISLE COS INC COM 0.0%
Value $137K Shares 575 Share Price $238.61 Est. Cost/Share $224.06 Unrealized @ Report Date +6.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value $137K Shares 4,351 Share Price $31.45 Est. Cost/Share $27.27 Unrealized @ Report Date +15.3%
FRST PRIMIS FINANCIAL CORP COM 0.0%
Value $136K Shares 10,000 Share Price $13.63 * Est. Cost/Share $12.69 Unrealized @ Report Date -6.4%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $136K Shares 1,337 Share Price $101.57 Est. Cost/Share $81.87 Unrealized @ Report Date +24.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $133K Shares 2,391 Share Price $55.58 * Est. Cost/Share $32.99 Unrealized @ Report Date -34.3%
MTRN MATERION CORP COM 0.0%
Value $133K Shares 1,800 Share Price $73.73 Est. Cost/Share $80.32 Unrealized @ Report Date -8.2%
WMB WILLIAMS COS INC COM 0.0%
Value $132K Shares 4,238 Share Price $31.21 * Est. Cost/Share $21.78 Unrealized @ Report Date +22.3%
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $131K Shares 5,715 Share Price $22.94 Est. Cost/Share $24.67 Unrealized @ Report Date
VLO VALERO ENERGY CORP COM 0.0%
Value $130K Shares 1,227 Share Price $106.28 * Est. Cost/Share $52.95 Unrealized @ Report Date +80.2%
FNB F N B CORP COM 0.0%
Value $130K Shares 12,000 Share Price $10.86 * Est. Cost/Share $10.79 Unrealized @ Report Date -11.0%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $130K Shares 3,835 Share Price $33.88 Est. Cost/Share $31.69 Unrealized @ Report Date +6.9%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $126K Shares 843 Share Price $150.03 Est. Cost/Share $139.68 Unrealized @ Report Date +7.4%
RGLD ROYAL GOLD INC COM 0.0%
Value $125K Shares 1,175 Share Price $106.78 * Est. Cost/Share $100.83 Unrealized @ Report Date +22.6%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $125K Shares 734 Share Price $170.12 * Est. Cost/Share $94.90 Unrealized @ Report Date +54.7%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value $123K Shares 2,345 Share Price $52.64 Est. Cost/Share $66.61 Unrealized @ Report Date -19.5%
GPC GENUINE PARTS CO COM 0.0%
Value $123K Shares 924 Share Price $133.04 * Est. Cost/Share $87.30 Unrealized @ Report Date +38.3%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value $121K Shares 1,800 Share Price $67.46 Est. Cost/Share $72.40 Unrealized @ Report Date -6.8%
VMC VULCAN MATLS CO COM 0.0%
Value $121K Shares 851 Share Price $142.10 * Est. Cost/Share $101.29 Unrealized @ Report Date +36.5%
PLD PROLOGIS INC. COM 0.0%
Value $121K Shares 1,025 Share Price $117.65 * Est. Cost/Share $87.51 Unrealized @ Report Date +20.7%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $120K Shares 2,391 Share Price $50.12 Est. Cost/Share $51.09 Unrealized @ Report Date -1.9%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value $120K Shares 2,038 Share Price $58.77 Est. Cost/Share $56.55 Unrealized @ Report Date +3.9%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $120K Shares 1,513 Share Price $78.99 * Est. Cost/Share $83.23 Unrealized @ Report Date -18.9%
PKG PACKAGING CORP AMER COM 0.0%
Value $117K Shares 850 Share Price $137.50 * Est. Cost/Share $135.32 Unrealized @ Report Date -8.6%
LIN LINDE PLC SHS 0.0%
Value $117K Shares 406 Share Price $287.53 * Est. Cost/Share $206.55 Unrealized @ Report Date +32.8%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $117K Shares 2,495 Share Price $46.77 * Est. Cost/Share $33.94 Unrealized @ Report Date +11.2%
HON HONEYWELL INTL INC COM 0.0%
Value $116K Shares 667 Share Price $173.81 * Est. Cost/Share $151.98 Unrealized @ Report Date +0.1%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $116K Shares 4,609 Share Price $25.15 Est. Cost/Share $28.37 Unrealized @ Report Date -11.4%
RMD RESMED INC COM 0.0%
Value $115K Shares 550 Share Price $209.63 * Est. Cost/Share $174.65 Unrealized @ Report Date +16.3%
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value $114K Shares 5,500 Share Price $20.72 Est. Cost/Share $20.19 Unrealized @ Report Date
KLAC KLA CORP COM NEW 0.0%
Value $114K Shares 356 Share Price $319.08 * Est. Cost/Share $349.49 Unrealized @ Report Date -12.0%
BLACK KNIGHT INC COM 0.0%
Value $113K Shares 1,725 Share Price $65.39 Est. Cost/Share $65.77 Unrealized @ Report Date
ALLE ALLEGION PLC ORD SHS 0.0%
Value $113K Shares 1,150 Share Price $97.90 * Est. Cost/Share $116.62 Unrealized @ Report Date -19.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value $113K Shares 4,144 Share Price $27.16 Est. Cost/Share $29.42 Unrealized @ Report Date -7.7%
ARCC ARES CAPITAL CORP COM 0.0%
Value $110K Shares 6,161 Share Price $17.93 * Est. Cost/Share $11.86 Unrealized @ Report Date +8.3%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $108K Shares 3,019 Share Price $35.73 Est. Cost/Share $56.62 Unrealized @ Report Date -36.9%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $107K Shares 1,403 Share Price $76.47 Est. Cost/Share $118.04 Unrealized @ Report Date -35.2%
CDK GLOBAL INC COM 0.0%
Value $107K Shares 1,957 Share Price $54.77 Est. Cost/Share $49.94 Unrealized @ Report Date
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $106K Shares 2,165 Share Price $49.19 * Est. Cost/Share $25.23 Unrealized @ Report Date -2.5%
FUL FULLER H B CO COM 0.0%
Value $105K Shares 1,750 Share Price $60.21 * Est. Cost/Share $55.05 Unrealized @ Report Date +4.2%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $105K Shares 2,805 Share Price $37.27 Est. Cost/Share $40.54 Unrealized @ Report Date -8.1%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value $104K Shares 2,867 Share Price $36.37 Est. Cost/Share $28.49 Unrealized @ Report Date +27.6%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $100K Shares 1,400 Share Price $71.44 * Est. Cost/Share $38.77 Unrealized @ Report Date +64.3%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $97,656 Shares 4,773 Share Price $20.46 Est. Cost/Share $38.37 Unrealized @ Report Date -46.7%
NUVEEN PFD & INCOME SECS FD COM 0.0%
Value $96,787 Shares 13,332 Share Price $7.26 Est. Cost/Share $8.99 Unrealized @ Report Date
XYL XYLEM INC COM 0.0%
Value $96,709 Shares 1,237 Share Price $78.18 * Est. Cost/Share $52.67 Unrealized @ Report Date +42.4%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $95,751 Shares 919 Share Price $104.19 * Est. Cost/Share $60.10 Unrealized @ Report Date +62.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value $95,652 Shares 201 Share Price $475.88 Est. Cost/Share $566.73 Unrealized @ Report Date -16.0%
AUDC AUDIOCODES LTD ORD 0.0%
Value $95,477 Shares 4,332 Share Price $22.04 * Est. Cost/Share $24.27 Unrealized @ Report Date -17.1%
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value $94,908 Shares 1,100 Share Price $86.28 Est. Cost/Share $100.83 Unrealized @ Report Date -14.4%
ISHARES IBONDS MAR 2023 TERM CORPORATE ETF 0.0%
Value $94,615 Shares 3,574 Share Price $26.47 Est. Cost/Share $26.41 Unrealized @ Report Date
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $94,408 Shares 249 Share Price $379.15 Est. Cost/Share $268.75 Unrealized @ Report Date +41.1%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $94,106 Shares 5,019 Share Price $18.75 * Est. Cost/Share $13.47 Unrealized @ Report Date +19.2%
CNC CENTENE CORP DEL COM 0.0%
Value $93,579 Shares 1,106 Share Price $84.61 Est. Cost/Share $60.84 Unrealized @ Report Date +36.5%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value $93,440 Shares 4,000 Share Price $23.36 * Est. Cost/Share $29.45 Unrealized @ Report Date -10.1%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $93,190 Shares 4,836 Share Price $19.27 Est. Cost/Share $20.57 Unrealized @ Report Date -6.3%
WESTROCK CO COM 0.0%
Value $92,047 Shares 2,310 Share Price $39.85 Est. Cost/Share $38.20 Unrealized @ Report Date
OTEX OPEN TEXT CORP COM 0.0%
Value $91,762 Shares 2,425 Share Price $37.84 * Est. Cost/Share $43.91 Unrealized @ Report Date -19.5%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $91,039 Shares 370 Share Price $246.05 * Est. Cost/Share $202.33 Unrealized @ Report Date +16.2%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $90,269 Shares 960 Share Price $94.03 Est. Cost/Share $91.01 Unrealized @ Report Date +3.3%
CAH CARDINAL HEALTH INC COM 0.0%
Value $89,825 Shares 1,718 Share Price $52.28 * Est. Cost/Share $59.85 Unrealized @ Report Date -18.4%
DAR DARLING INGREDIENTS INC COM 0.0%
Value $89,700 Shares 1,500 Share Price $59.80 * Est. Cost/Share $27.11 Unrealized @ Report Date +180.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $88,101 Shares 687 Share Price $128.24 Est. Cost/Share $89.89 Unrealized @ Report Date +42.7%
SMARTSHEET INC COM CL A 0.0%
Value $88,004 Shares 2,800 Share Price $31.43 Est. Cost/Share $55.99 Unrealized @ Report Date
NWSA NEWS CORP NEW CL A 0.0%
Value $86,189 Shares 5,532 Share Price $15.58 * Est. Cost/Share $10.51 Unrealized @ Report Date +43.6%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $86,158 Shares 75 Share Price $1148.77 Est. Cost/Share $467.40 Unrealized @ Report Date +145.8%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $85,554 Shares 1,764 Share Price $48.50 Est. Cost/Share $30.68 Unrealized @ Report Date +58.1%
MARATHON OIL CORP COM 0.0%
Value $80,897 Shares 3,599 Share Price $22.48 Est. Cost/Share $10.94 Unrealized @ Report Date
SNAP SNAP INC CL A 0.0%
Value $80,736 Shares 6,149 Share Price $13.13 * Est. Cost/Share $38.22 Unrealized @ Report Date -40.3%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $80,196 Shares 6,872 Share Price $11.67 Est. Cost/Share $25.20 Unrealized @ Report Date -53.7%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $79,384 Shares 2,352 Share Price $33.75 * Est. Cost/Share $26.93 Unrealized @ Report Date +6.0%
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value $78,950 Shares 5,000 Share Price $15.79 * Est. Cost/Share $20.42 Unrealized @ Report Date -12.5%
HEALTHCARE RLTY TR COM 0.0%
Value $78,880 Shares 2,900 Share Price $27.20 Est. Cost/Share $30.32 Unrealized @ Report Date
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $78,141 Shares 990 Share Price $78.93 * Est. Cost/Share $81.25 Unrealized @ Report Date -8.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $77,461 Shares 704 Share Price $110.03 Est. Cost/Share $116.90 Unrealized @ Report Date -5.9%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value $76,523 Shares 1,425 Share Price $53.70 Est. Cost/Share $67.83 Unrealized @ Report Date -20.8%
NDAQ NASDAQ INC COM 0.0%
Value $76,270 Shares 500 Share Price $152.54 * Est. Cost/Share $32.57 Unrealized @ Report Date +48.7%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $75,899 Shares 5,981 Share Price $12.69 Est. Cost/Share $16.03 Unrealized @ Report Date
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value $74,679 Shares 2,370 Share Price $31.51 Est. Cost/Share $26.82 Unrealized @ Report Date
PATTERSON COS INC COM 0.0%
Value $72,720 Shares 2,400 Share Price $30.30 Est. Cost/Share $35.41 Unrealized @ Report Date
IP INTERNATIONAL PAPER CO COM 0.0%
Value $72,701 Shares 1,738 Share Price $41.83 * Est. Cost/Share $40.27 Unrealized @ Report Date -11.5%
QDEL QUIDELORTHO CORP COM 0.0%
Value $70,456 Shares 725 Share Price $97.18 * Est. Cost/Share $117.71 Unrealized @ Report Date -13.4%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value $70,140 Shares 2,000 Share Price $35.07 Est. Cost/Share $27.45 Unrealized @ Report Date +27.7%
PNR PENTAIR PLC SHS 0.0%
Value $69,342 Shares 1,515 Share Price $45.77 * Est. Cost/Share $32.52 Unrealized @ Report Date +34.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $68,518 Shares 539 Share Price $127.12 * Est. Cost/Share $45.73 Unrealized @ Report Date +39.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $67,965 Shares 816 Share Price $83.29 * Est. Cost/Share $68.81 Unrealized @ Report Date +11.2%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value $67,750 Shares 5,000 Share Price $13.55 * Est. Cost/Share $76.47 Unrealized @ Report Date +77.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value $67,325 Shares 960 Share Price $70.13 * Est. Cost/Share $29.16 Unrealized @ Report Date +20.2%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $67,123 Shares 5,120 Share Price $13.11 Est. Cost/Share $15.73 Unrealized @ Report Date
VMWARE INC CL A COM 0.0%
Value $67,020 Shares 588 Share Price $113.98 Est. Cost/Share $114.73 Unrealized @ Report Date
AVY AVERY DENNISON CORP COM 0.0%
Value $66,367 Shares 410 Share Price $161.87 * Est. Cost/Share $94.51 Unrealized @ Report Date +60.9%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $65,590 Shares 350 Share Price $187.40 * Est. Cost/Share $401.82 Unrealized @ Report Date -46.9%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value $64,400 Shares 23,000 Share Price $2.80 Est. Cost/Share $3.41 Unrealized @ Report Date -18.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $64,280 Shares 1,603 Share Price $40.10 Est. Cost/Share $38.38 Unrealized @ Report Date +4.5%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $64,058 Shares 1,476 Share Price $43.40 Est. Cost/Share $41.85 Unrealized @ Report Date +3.7%
ABNB AIRBNB INC COM CL A 0.0%
Value $64,049 Shares 719 Share Price $89.08 Est. Cost/Share $134.71 Unrealized @ Report Date -33.9%
CG CARLYLE GROUP INC COM 0.0%
Value $63,320 Shares 2,000 Share Price $31.66 * Est. Cost/Share $15.05 Unrealized @ Report Date +123.1%
DOCU DOCUSIGN INC COM 0.0%
Value $63,118 Shares 1,100 Share Price $57.38 * Est. Cost/Share $227.99 Unrealized @ Report Date -64.5%
SANDSTORM GOLD LTD COM NEW 0.0%
Value $62,535 Shares 10,510 Share Price $5.95 Est. Cost/Share $6.20 Unrealized @ Report Date
PPL PPL CORP COM 0.0%
Value $62,399 Shares 2,300 Share Price $27.13 * Est. Cost/Share $22.29 Unrealized @ Report Date +8.1%
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value $62,307 Shares 50 Share Price $1246.14 * Est. Cost/Share $1167.46 Unrealized @ Report Date -0.5%
USFD US FOODS HLDG CORP COM 0.0%
Value $62,127 Shares 2,025 Share Price $30.68 Est. Cost/Share $23.78 Unrealized @ Report Date +29.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $62,009 Shares 3,350 Share Price $18.51 Est. Cost/Share $7.45 Unrealized @ Report Date +148.5%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value $60,670 Shares 1,000 Share Price $60.67 Est. Cost/Share $54.06 Unrealized @ Report Date +12.2%
O REALTY INCOME CORP COM 0.0%
Value $60,179 Shares 882 Share Price $68.23 * Est. Cost/Share $55.46 Unrealized @ Report Date +1.9%
SNY SANOFI SPONSORED ADR 0.0%
Value $60,036 Shares 1,200 Share Price $50.03 Est. Cost/Share $40.93 Unrealized @ Report Date +22.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value $59,479 Shares 681 Share Price $87.34 Est. Cost/Share $77.46 Unrealized @ Report Date +12.7%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $58,880 Shares 1,000 Share Price $58.88 * Est. Cost/Share $58.13 Unrealized @ Report Date -4.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $58,170 Shares 578 Share Price $100.64 * Est. Cost/Share $40.72 Unrealized @ Report Date +118.7%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $58,097 Shares 2,354 Share Price $24.68 Est. Cost/Share $45.18 Unrealized @ Report Date
CC CHEMOURS CO COM 0.0%
Value $56,037 Shares 1,750 Share Price $32.02 * Est. Cost/Share $12.57 Unrealized @ Report Date +123.8%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value $55,944 Shares 800 Share Price $69.93 Est. Cost/Share $78.69 Unrealized @ Report Date -11.1%
OKE ONEOK INC NEW COM 0.0%
Value $55,500 Shares 1,000 Share Price $55.50 * Est. Cost/Share $49.62 Unrealized @ Report Date +7.7%
GIS GENERAL MLS INC COM 0.0%
Value $55,122 Shares 731 Share Price $75.41 * Est. Cost/Share $43.09 Unrealized @ Report Date +54.6%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $54,973 Shares 3,057 Share Price $17.98 Est. Cost/Share $21.26 Unrealized @ Report Date
AES AES CORP COM 0.0%
Value $54,416 Shares 2,590 Share Price $21.01 * Est. Cost/Share $19.34 Unrealized @ Report Date -6.1%
OKTA OKTA INC CL A 0.0%
Value $54,240 Shares 600 Share Price $90.40 Est. Cost/Share $238.22 Unrealized @ Report Date -62.1%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value $54,093 Shares 501 Share Price $107.97 Est. Cost/Share $235.14 Unrealized @ Report Date -54.1%
IDXX IDEXX LABS INC COM 0.0%
Value $54,012 Shares 154 Share Price $350.73 Est. Cost/Share $412.42 Unrealized @ Report Date -15.0%
SE SEA LTD SPONSORD ADS 0.0%
Value $53,622 Shares 802 Share Price $66.86 Est. Cost/Share $199.68 Unrealized @ Report Date -66.5%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $53,345 Shares 4,575 Share Price $11.66 Est. Cost/Share $12.12 Unrealized @ Report Date
PENN PENN ENTERTAINMENT INC COM 0.0%
Value $53,235 Shares 1,750 Share Price $30.42 * Est. Cost/Share $42.56 Unrealized @ Report Date -20.7%
GSK GSK PLC SPONSORED ADR 0.0%
Value $52,236 Shares 1,200 Share Price $43.53 Est. Cost/Share $39.09 Unrealized @ Report Date +9.2%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $51,317 Shares 247 Share Price $207.76 Est. Cost/Share $143.20 Unrealized @ Report Date +45.1%
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value $51,005 Shares 5,050 Share Price $10.10 Est. Cost/Share $12.24 Unrealized @ Report Date
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $50,960 Shares 323 Share Price $157.77 * Est. Cost/Share $123.50 Unrealized @ Report Date +11.0%
CME CME GROUP INC COM 0.0%
Value $50,766 Shares 248 Share Price $204.70 * Est. Cost/Share $74.53 Unrealized @ Report Date +136.7%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value $49,975 Shares 2,091 Share Price $23.90 Est. Cost/Share $24.09 Unrealized @ Report Date -0.8%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value $49,630 Shares 1,000 Share Price $49.63 Est. Cost/Share $49.50 Unrealized @ Report Date +0.3%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value $49,531 Shares 1,150 Share Price $43.07 Est. Cost/Share $48.10 Unrealized @ Report Date -10.5%
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value $49,470 Shares 1,795 Share Price $27.56 Est. Cost/Share $30.83 Unrealized @ Report Date -10.6%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $49,336 Shares 705 Share Price $69.98 Est. Cost/Share $86.11 Unrealized @ Report Date -18.7%
IEX IDEX CORP COM 0.0%
Value $48,495 Shares 267 Share Price $181.63 * Est. Cost/Share $146.15 Unrealized @ Report Date +18.7%
KHC KRAFT HEINZ CO COM 0.0%
Value $48,493 Shares 1,271 Share Price $38.15 * Est. Cost/Share $35.84 Unrealized @ Report Date -10.2%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $48,135 Shares 2,065 Share Price $23.31 * Est. Cost/Share $24.25 Unrealized @ Report Date -20.0%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $48,088 Shares 800 Share Price $60.11 Est. Cost/Share $45.15 Unrealized @ Report Date +33.1%
AWR AMER STATES WTR CO COM 0.0%
Value $47,765 Shares 586 Share Price $81.51 * Est. Cost/Share $47.02 Unrealized @ Report Date +60.7%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value $47,544 Shares 4,200 Share Price $11.32 Est. Cost/Share $13.22 Unrealized @ Report Date
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $47,073 Shares 1,316 Share Price $35.77 * Est. Cost/Share $50.31 Unrealized @ Report Date -34.6%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $46,914 Shares 2,422 Share Price $19.37 Est. Cost/Share $20.83 Unrealized @ Report Date -7.0%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value $44,971 Shares 1,440 Share Price $31.23 Est. Cost/Share $36.53 Unrealized @ Report Date -14.5%
BP BP PLC SPONSORED ADR 0.0%
Value $44,963 Shares 1,586 Share Price $28.35 Est. Cost/Share $32.21 Unrealized @ Report Date -12.0%
VTRS VIATRIS INC COM 0.0%
Value $44,745 Shares 4,274 Share Price $10.47 * Est. Cost/Share $13.33 Unrealized @ Report Date -33.1%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value $44,648 Shares 4,806 Share Price $9.29 Est. Cost/Share $19.64 Unrealized @ Report Date
HRL HORMEL FOODS CORP COM 0.0%
Value $44,045 Shares 930 Share Price $47.36 * Est. Cost/Share $30.92 Unrealized @ Report Date +36.4%
ADSK AUTODESK INC COM 0.0%
Value $44,022 Shares 256 Share Price $171.96 Est. Cost/Share $269.67 Unrealized @ Report Date -36.2%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $43,850 Shares 755 Share Price $58.08 * Est. Cost/Share $57.03 Unrealized @ Report Date -6.1%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value $43,700 Shares 5,000 Share Price $8.74 * Est. Cost/Share $11.82 Unrealized @ Report Date -32.2%
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $43,590 Shares 1,000 Share Price $43.59 Est. Cost/Share $37.55 Unrealized @ Report Date +16.1%
MMS MAXIMUS INC COM 0.0%
Value $42,819 Shares 685 Share Price $62.51 Est. Cost/Share $77.08 Unrealized @ Report Date -18.9%
AXON AXON ENTERPRISE INC COM 0.0%
Value $41,927 Shares 450 Share Price $93.17 Est. Cost/Share $140.57 Unrealized @ Report Date -33.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $41,400 Shares 448 Share Price $92.41 Est. Cost/Share $82.54 Unrealized @ Report Date +12.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $41,371 Shares 1,169 Share Price $35.39 * Est. Cost/Share $30.88 Unrealized @ Report Date +4.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $41,349 Shares 100 Share Price $413.49 Est. Cost/Share $267.28 Unrealized @ Report Date +54.7%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value $41,006 Shares 582 Share Price $70.46 Est. Cost/Share $84.25 Unrealized @ Report Date
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $40,779 Shares 314 Share Price $129.87 * Est. Cost/Share $67.73 Unrealized @ Report Date +84.0%
EQIX EQUINIX INC COM 0.0%
Value $40,078 Shares 61 Share Price $657.02 * Est. Cost/Share $583.88 Unrealized @ Report Date +4.7%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value $39,923 Shares 1,557 Share Price $25.64 Est. Cost/Share $34.66 Unrealized @ Report Date
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value $38,850 Shares 2,500 Share Price $15.54 Est. Cost/Share $18.72 Unrealized @ Report Date -17.0%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $38,757 Shares 462 Share Price $83.89 Est. Cost/Share $79.20 Unrealized @ Report Date +5.9%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $38,704 Shares 215 Share Price $180.02 Est. Cost/Share $100.52 Unrealized @ Report Date +77.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value $38,631 Shares 625 Share Price $61.81 * Est. Cost/Share $53.98 Unrealized @ Report Date +1.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $38,601 Shares 610 Share Price $63.28 * Est. Cost/Share $46.28 Unrealized @ Report Date +21.5%
ULTA ULTA BEAUTY INC COM 0.0%
Value $38,548 Shares 100 Share Price $385.48 Est. Cost/Share $310.74 Unrealized @ Report Date +24.1%
TKR TIMKEN CO COM 0.0%
Value $38,302 Shares 722 Share Price $53.05 Est. Cost/Share $47.31 Unrealized @ Report Date +12.1%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $38,262 Shares 325 Share Price $117.73 Est. Cost/Share $115.22 Unrealized @ Report Date +2.2%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value $37,743 Shares 1,457 Share Price $25.90 Est. Cost/Share $23.78 Unrealized @ Report Date +8.9%
TWLO TWILIO INC CL A 0.0%
Value $37,715 Shares 450 Share Price $83.81 Est. Cost/Share $299.07 Unrealized @ Report Date -72.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $37,148 Shares 777 Share Price $47.81 Est. Cost/Share $48.16 Unrealized @ Report Date -0.7%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $36,999 Shares 170 Share Price $217.64 * Est. Cost/Share $36.65 Unrealized @ Report Date -1.0%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value $36,625 Shares 2,500 Share Price $14.65 Est. Cost/Share $16.56 Unrealized @ Report Date
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $36,578 Shares 1,121 Share Price $32.63 Est. Cost/Share $33.72 Unrealized @ Report Date -3.2%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $36,524 Shares 155 Share Price $235.64 Est. Cost/Share $126.54 Unrealized @ Report Date +86.2%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $36,507 Shares 215 Share Price $169.80 Est. Cost/Share $61.29 Unrealized @ Report Date +177.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value $36,495 Shares 300 Share Price $121.65 Est. Cost/Share $131.94 Unrealized @ Report Date -9.5%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $36,000 Shares 1,500 Share Price $24.00 * Est. Cost/Share $26.10 Unrealized @ Report Date -54.0%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $34,920 Shares 500 Share Price $69.84 * Est. Cost/Share $64.29 Unrealized @ Report Date +5.8%
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value $34,641 Shares 2,700 Share Price $12.83 Est. Cost/Share $16.39 Unrealized @ Report Date
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $34,330 Shares 514 Share Price $66.79 * Est. Cost/Share $47.24 Unrealized @ Report Date +24.8%
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value $34,283 Shares 1,750 Share Price $19.59 Est. Cost/Share $29.37 Unrealized @ Report Date
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 0.0%
Value $34,158 Shares 600 Share Price $56.93 Est. Cost/Share $57.70 Unrealized @ Report Date
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $33,883 Shares 170 Share Price $199.31 * Est. Cost/Share $146.34 Unrealized @ Report Date +28.1%
CRMT AMERICAS CAR-MART INC COM 0.0%
Value $33,500 Shares 333 Share Price $100.60 * Est. Cost/Share $24.51 Unrealized @ Report Date +271.6%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $33,232 Shares 652 Share Price $50.97 Est. Cost/Share $53.22 Unrealized @ Report Date -4.2%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value $31,936 Shares 1,600 Share Price $19.96 Est. Cost/Share $21.80 Unrealized @ Report Date -8.4%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value $31,542 Shares 1,050 Share Price $30.04 Est. Cost/Share $33.19 Unrealized @ Report Date
MFC MANULIFE FINL CORP COM 0.0%
Value $30,865 Shares 1,781 Share Price $17.33 Est. Cost/Share $17.18 Unrealized @ Report Date +0.9%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $30,849 Shares 325 Share Price $94.92 * Est. Cost/Share $103.84 Unrealized @ Report Date -24.7%
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value $30,573 Shares 1,750 Share Price $17.47 Est. Cost/Share $27.12 Unrealized @ Report Date -35.6%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $29,565 Shares 510 Share Price $57.97 Est. Cost/Share $33.01 Unrealized @ Report Date
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $29,218 Shares 363 Share Price $80.49 Est. Cost/Share $89.32 Unrealized @ Report Date -9.9%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $29,170 Shares 200 Share Price $145.85 Est. Cost/Share $125.65 Unrealized @ Report Date +16.1%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $27,816 Shares 800 Share Price $34.77 Est. Cost/Share $31.06 Unrealized @ Report Date +12.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $27,414 Shares 246 Share Price $111.44 Est. Cost/Share $56.05 Unrealized @ Report Date +96.6%
ETSY ETSY INC COM 0.0%
Value $27,161 Shares 371 Share Price $73.21 Est. Cost/Share $165.80 Unrealized @ Report Date -55.8%
BB BLACKBERRY LTD COM 0.0%
Value $26,950 Shares 5,000 Share Price $5.39 Est. Cost/Share $10.26 Unrealized @ Report Date -47.5%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $26,890 Shares 726 Share Price $37.04 Est. Cost/Share $44.89 Unrealized @ Report Date -17.5%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $26,538 Shares 1,214 Share Price $21.86 * Est. Cost/Share $11.70 Unrealized @ Report Date +64.8%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $26,377 Shares 259 Share Price $101.84 * Est. Cost/Share $16.30 Unrealized @ Report Date +108.3%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value $26,238 Shares 429 Share Price $61.16 Est. Cost/Share $67.02 Unrealized @ Report Date -8.7%
WIX WIX COM LTD SHS 0.0%
Value $26,220 Shares 400 Share Price $65.55 * Est. Cost/Share $128.01 Unrealized @ Report Date -42.8%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value $26,163 Shares 202 Share Price $129.52 Est. Cost/Share $119.59 Unrealized @ Report Date +8.3%
NTAP NETAPP INC COM 0.0%
Value $26,096 Shares 400 Share Price $65.24 * Est. Cost/Share $59.71 Unrealized @ Report Date +0.0%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $25,969 Shares 426 Share Price $60.96 Est. Cost/Share $48.16 Unrealized @ Report Date +26.6%
STERICYCLE INC COM 0.0%
Value $25,959 Shares 592 Share Price $43.85 Est. Cost/Share $70.38 Unrealized @ Report Date
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value $25,896 Shares 480 Share Price $53.95 Est. Cost/Share $111.94 Unrealized @ Report Date -51.8%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $25,850 Shares 270 Share Price $95.74 * Est. Cost/Share $63.24 Unrealized @ Report Date +30.0%
PINS PINTEREST INC CL A 0.0%
Value $25,733 Shares 1,417 Share Price $18.16 Est. Cost/Share $32.79 Unrealized @ Report Date -44.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $25,710 Shares 389 Share Price $66.09 Est. Cost/Share $35.98 Unrealized @ Report Date
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $25,685 Shares 1,375 Share Price $18.68 Est. Cost/Share $22.14 Unrealized @ Report Date
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value $25,522 Shares 1,400 Share Price $18.23 Est. Cost/Share $7.21 Unrealized @ Report Date
PARAMOUNT GLOBAL CLASS A COM 0.0%
Value $24,752 Shares 908 Share Price $27.26 Est. Cost/Share $44.87 Unrealized @ Report Date
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value $24,712 Shares 400 Share Price $61.78 Est. Cost/Share $51.29 Unrealized @ Report Date +20.4%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value $24,490 Shares 403 Share Price $60.77 Est. Cost/Share $53.36 Unrealized @ Report Date +13.9%
RY ROYAL BK CDA COM 0.0%
Value $24,399 Shares 252 Share Price $96.82 * Est. Cost/Share $56.45 Unrealized @ Report Date +81.2%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value $24,360 Shares 2,000 Share Price $12.18 Est. Cost/Share $14.97 Unrealized @ Report Date
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value $24,150 Shares 1,000 Share Price $24.15 Est. Cost/Share $28.22 Unrealized @ Report Date -14.4%
DNP SELECT INCOME FD INC COM 0.0%
Value $24,130 Shares 2,226 Share Price $10.84 Est. Cost/Share $10.46 Unrealized @ Report Date
BBH VANECK BIOTECH ETF 0.0%
Value $24,055 Shares 165 Share Price $145.79 Est. Cost/Share $122.58 Unrealized @ Report Date +18.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value $23,681 Shares 182 Share Price $130.12 * Est. Cost/Share $123.74 Unrealized @ Report Date -2.2%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value $23,547 Shares 570 Share Price $41.31 Est. Cost/Share $35.47 Unrealized @ Report Date +16.5%
MUSA MURPHY USA INC COM 0.0%
Value $23,287 Shares 100 Share Price $232.87 Est. Cost/Share $184.28 Unrealized @ Report Date +24.3%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value $23,236 Shares 400 Share Price $58.09 Est. Cost/Share $53.46 Unrealized @ Report Date +8.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value $23,184 Shares 315 Share Price $73.60 * Est. Cost/Share $35.54 Unrealized @ Report Date +3.5%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $22,977 Shares 450 Share Price $51.06 Est. Cost/Share $53.70 Unrealized @ Report Date -4.9%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $22,839 Shares 273 Share Price $83.66 Est. Cost/Share $45.80 Unrealized @ Report Date +82.7%
HUBS HUBSPOT INC COM 0.0%
Value $22,549 Shares 75 Share Price $300.65 * Est. Cost/Share $756.48 Unrealized @ Report Date -51.7%
MAC MACERICH CO COM 0.0%
Value $22,385 Shares 2,570 Share Price $8.71 Est. Cost/Share $9.73 Unrealized @ Report Date
ZIMVIE INC COM 0.0%
Value $22,062 Shares 1,378 Share Price $16.01 Est. Cost/Share $22.84 Unrealized @ Report Date
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $21,739 Shares 100 Share Price $217.39 Est. Cost/Share $162.01 Unrealized @ Report Date +34.2%
QRVO QORVO INC COM 0.0%
Value $21,694 Shares 230 Share Price $94.32 * Est. Cost/Share $174.72 Unrealized @ Report Date -38.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $21,485 Shares 356 Share Price $60.35 Est. Cost/Share $53.50 Unrealized @ Report Date +12.8%
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value $21,476 Shares 650 Share Price $33.04 Est. Cost/Share $19.38 Unrealized @ Report Date +72.4%
DTE DTE ENERGY CO COM 0.0%
Value $21,421 Shares 169 Share Price $126.75 * Est. Cost/Share $89.90 Unrealized @ Report Date +25.2%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $21,352 Shares 222 Share Price $96.18 Est. Cost/Share $102.41 Unrealized @ Report Date -6.1%
TDOC TELADOC HEALTH INC COM 0.0%
Value $20,922 Shares 630 Share Price $33.21 Est. Cost/Share $174.17 Unrealized @ Report Date -80.9%
ES EVERSOURCE ENERGY COM 0.0%
Value $20,780 Shares 246 Share Price $84.47 * Est. Cost/Share $38.85 Unrealized @ Report Date +87.5%
SCI SERVICE CORP INTL COM 0.0%
Value $20,736 Shares 300 Share Price $69.12 Est. Cost/Share $28.51 Unrealized @ Report Date +142.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $20,728 Shares 800 Share Price $25.91 * Est. Cost/Share $17.98 Unrealized @ Report Date +17.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $20,697 Shares 285 Share Price $72.62 Est. Cost/Share $61.37 Unrealized @ Report Date +18.3%
MSM MSC INDL DIRECT INC CL A 0.0%
Value $20,655 Shares 275 Share Price $75.11 * Est. Cost/Share $79.07 Unrealized @ Report Date +3.8%
WELL WELLTOWER INC COM 0.0%
Value $20,588 Shares 250 Share Price $82.35 * Est. Cost/Share $43.29 Unrealized @ Report Date +74.3%
AN AUTONATION INC COM 0.0%
Value $20,564 Shares 184 Share Price $111.76 Est. Cost/Share $56.71 Unrealized @ Report Date +97.1%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $20,039 Shares 92 Share Price $217.82 * Est. Cost/Share $152.92 Unrealized @ Report Date +31.8%
CAR AVIS BUDGET GROUP COM 0.0%
Value $20,003 Shares 136 Share Price $147.08 * Est. Cost/Share $191.13 Unrealized @ Report Date +9.0%
PETS PETMED EXPRESS INC COM 0.0%
Value $19,900 Shares 1,000 Share Price $19.90 * Est. Cost/Share $17.13 Unrealized @ Report Date +30.5%
MONEYHERO LIMITED ORD SHS 0.0%
Value $19,840 Shares 2,000 Share Price $9.92 Est. Cost/Share $10.12 Unrealized @ Report Date
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $19,798 Shares 211 Share Price $93.83 Est. Cost/Share $143.22 Unrealized @ Report Date -34.5%
ALTIMETER GROWTH CORP 2 COM CL A 0.0%
Value $19,720 Shares 2,000 Share Price $9.86 Est. Cost/Share $10.25 Unrealized @ Report Date
UNFI UNITED NAT FOODS INC COM 0.0%
Value $19,700 Shares 500 Share Price $39.40 * Est. Cost/Share $30.94 Unrealized @ Report Date +35.8%
LIBERTY MEDIA ACQUISITION CORP COM SR A 0.0%
Value $19,680 Shares 2,000 Share Price $9.84 Est. Cost/Share $10.18 Unrealized @ Report Date
TCV ACQUISITION CORP CL A SHS 0.0%
Value $19,500 Shares 2,000 Share Price $9.75 Est. Cost/Share $9.91 Unrealized @ Report Date
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $19,461 Shares 325 Share Price $59.88 * Est. Cost/Share $65.23 Unrealized @ Report Date -26.0%
AEE AMEREN CORP COM 0.0%
Value $19,364 Shares 214 Share Price $90.49 * Est. Cost/Share $37.08 Unrealized @ Report Date +119.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value $19,282 Shares 260 Share Price $74.16 * Est. Cost/Share $83.68 Unrealized @ Report Date -14.3%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $18,633 Shares 137 Share Price $136.01 * Est. Cost/Share $89.47 Unrealized @ Report Date +46.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $18,607 Shares 183 Share Price $101.68 Est. Cost/Share $110.54 Unrealized @ Report Date -8.0%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.0%
Value $18,513 Shares 300 Share Price $61.71 Est. Cost/Share $39.10 Unrealized @ Report Date
RYN RAYONIER INC COM 0.0%
Value $18,316 Shares 490 Share Price $37.38 Est. Cost/Share $24.72 Unrealized @ Report Date
HXL HEXCEL CORP NEW COM 0.0%
Value $18,309 Shares 350 Share Price $52.31 * Est. Cost/Share $47.77 Unrealized @ Report Date +14.8%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $17,950 Shares 2,500 Share Price $7.18 * Est. Cost/Share $11.92 Unrealized @ Report Date -19.0%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value $17,876 Shares 272 Share Price $65.72 Est. Cost/Share $85.15 Unrealized @ Report Date -22.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $17,637 Shares 60 Share Price $293.95 Est. Cost/Share $557.27 Unrealized @ Report Date -47.3%
POOL POOL CORP COM 0.0%
Value $17,562 Shares 50 Share Price $351.24 * Est. Cost/Share $192.80 Unrealized @ Report Date +73.8%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $17,364 Shares 255 Share Price $68.09 Est. Cost/Share $38.81 Unrealized @ Report Date +75.5%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $17,235 Shares 100 Share Price $172.35 Est. Cost/Share $89.15 Unrealized @ Report Date +93.3%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $17,120 Shares 200 Share Price $85.60 Est. Cost/Share $72.58 Unrealized @ Report Date +17.9%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $16,775 Shares 405 Share Price $41.42 Est. Cost/Share $21.87 Unrealized @ Report Date +89.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $16,747 Shares 259 Share Price $64.66 Est. Cost/Share $68.20 Unrealized @ Report Date -5.2%
VRSN VERISIGN INC COM 0.0%
Value $16,733 Shares 100 Share Price $167.33 * Est. Cost/Share $217.22 Unrealized @ Report Date -16.3%
ROST ROSS STORES INC COM 0.0%
Value $16,504 Shares 235 Share Price $70.23 * Est. Cost/Share $84.34 Unrealized @ Report Date -19.9%
MGA MAGNA INTL INC COM 0.0%
Value $16,470 Shares 300 Share Price $54.90 * Est. Cost/Share $33.44 Unrealized @ Report Date +60.0%
BIIB BIOGEN INC COM 0.0%
Value $16,315 Shares 80 Share Price $203.94 Est. Cost/Share $286.60 Unrealized @ Report Date -28.8%
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value $16,110 Shares 1,000 Share Price $16.11 Est. Cost/Share $22.73 Unrealized @ Report Date
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value $15,962 Shares 551 Share Price $28.97 * Est. Cost/Share $37.12 Unrealized @ Report Date -24.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $15,896 Shares 344 Share Price $46.21 * Est. Cost/Share $24.44 Unrealized @ Report Date +74.6%
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value $15,862 Shares 579 Share Price $27.40 Est. Cost/Share $35.49 Unrealized @ Report Date
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $15,680 Shares 1,000 Share Price $15.68 Est. Cost/Share $10.77 Unrealized @ Report Date +46.5%
KAMAN CORP COM 0.0%
Value $15,625 Shares 500 Share Price $31.25 Est. Cost/Share $35.67 Unrealized @ Report Date
ESS ESSEX PPTY TR INC COM 0.0%
Value $14,942 Shares 57 Share Price $262.14 Est. Cost/Share $281.00 Unrealized @ Report Date -6.6%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $14,918 Shares 413 Share Price $36.12 * Est. Cost/Share $47.24 Unrealized @ Report Date -28.9%
SR SPIRE INC COM 0.0%
Value $14,874 Shares 200 Share Price $74.37 Est. Cost/Share $71.02 Unrealized @ Report Date
EPAM EPAM SYS INC COM 0.0%
Value $14,739 Shares 50 Share Price $294.78 * Est. Cost/Share $643.63 Unrealized @ Report Date -52.5%
REET ISHARES GLOBAL REIT ETF 0.0%
Value $14,508 Shares 600 Share Price $24.18 Est. Cost/Share $29.21 Unrealized @ Report Date
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value $14,457 Shares 621 Share Price $23.28 Est. Cost/Share $32.71 Unrealized @ Report Date -28.8%
PSR INVESCO ACTIVE U.S. REAL ESTATE FUND 0.0%
Value $14,320 Shares 150 Share Price $95.47 Est. Cost/Share $111.70 Unrealized @ Report Date
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value $14,209 Shares 228 Share Price $62.32 Est. Cost/Share $62.85 Unrealized @ Report Date -0.8%
SOUTHWESTERN ENERGY CO COM 0.0%
Value $14,138 Shares 2,262 Share Price $6.25 Est. Cost/Share $5.23 Unrealized @ Report Date
SOUTH JERSEY INDS INC COM 0.0%
Value $13,656 Shares 400 Share Price $34.14 Est. Cost/Share $29.71 Unrealized @ Report Date
FTV FORTIVE CORP COM 0.0%
Value $13,541 Shares 249 Share Price $54.38 * Est. Cost/Share $36.91 Unrealized @ Report Date +9.4%
BLACKSTONE SENI FLTN RAT 2027 COM 0.0%
Value $13,300 Shares 1,000 Share Price $13.30 Est. Cost/Share $16.42 Unrealized @ Report Date
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $13,173 Shares 227 Share Price $58.03 Est. Cost/Share $78.78 Unrealized @ Report Date
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $13,038 Shares 255 Share Price $51.13 * Est. Cost/Share $51.62 Unrealized @ Report Date -8.4%
MRCY MERCURY SYS INC COM 0.0%
Value $12,866 Shares 200 Share Price $64.33 * Est. Cost/Share $50.65 Unrealized @ Report Date +17.8%
RPAY REPAY HLDGS CORP COM CL A 0.0%
Value $12,850 Shares 1,000 Share Price $12.85 Est. Cost/Share $12.17 Unrealized @ Report Date +6.9%
BIGGQ BIG LOTS INC COM 0.0%
Value $12,582 Shares 600 Share Price $20.97 * Est. Cost/Share $36.70 Unrealized @ Report Date -24.8%
SPLUNK INC COM 0.0%
Value $12,384 Shares 140 Share Price $88.46 Est. Cost/Share $139.54 Unrealized @ Report Date
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value $12,329 Shares 194 Share Price $63.55 Est. Cost/Share $61.22 Unrealized @ Report Date +3.8%
CFFI C & F FINL CORP COM 0.0%
Value $12,320 Shares 268 Share Price $45.97 * Est. Cost/Share $40.73 Unrealized @ Report Date +1.7%
FSLY FASTLY INC CL A 0.0%
Value $12,191 Shares 1,050 Share Price $11.61 * Est. Cost/Share $45.60 Unrealized @ Report Date -69.1%
MUR MURPHY OIL CORP COM 0.0%
Value $12,076 Shares 400 Share Price $30.19 * Est. Cost/Share $29.74 Unrealized @ Report Date +13.0%
ILMN ILLUMINA INC COM 0.0%
Value $11,983 Shares 65 Share Price $184.35 * Est. Cost/Share $378.89 Unrealized @ Report Date -52.7%
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value $11,910 Shares 1,500 Share Price $7.94 Est. Cost/Share $11.39 Unrealized @ Report Date
MFS INTER INCOME TR SH BEN INT 0.0%
Value $11,880 Shares 4,000 Share Price $2.97 Est. Cost/Share $4.31 Unrealized @ Report Date
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $11,869 Shares 100 Share Price $118.69 Est. Cost/Share $98.69 Unrealized @ Report Date +20.3%
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value $11,790 Shares 1,000 Share Price $11.79 Est. Cost/Share $11.93 Unrealized @ Report Date
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value $11,704 Shares 400 Share Price $29.26 * Est. Cost/Share $35.78 Unrealized @ Report Date -22.5%
ACTIVISION BLIZZARD INC COM 0.0%
Value $11,679 Shares 150 Share Price $77.86 Est. Cost/Share $80.11 Unrealized @ Report Date
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $11,460 Shares 1,000 Share Price $11.46 Est. Cost/Share $12.35 Unrealized @ Report Date
OMCL OMNICELL COM COM 0.0%
Value $11,375 Shares 100 Share Price $113.75 Est. Cost/Share $144.12 Unrealized @ Report Date -20.4%
PROSHARES ULTRASHORT S&P500 0.0%
Value $11,324 Shares 225 Share Price $50.33 Est. Cost/Share $30.72 Unrealized @ Report Date
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value $11,140 Shares 1,000 Share Price $11.14 Est. Cost/Share $14.35 Unrealized @ Report Date
IR INGERSOLL RAND INC COM 0.0%
Value $11,109 Shares 264 Share Price $42.08 Est. Cost/Share $31.60 Unrealized @ Report Date +32.7%
OEF ISHARES S&P 100 ETF 0.0%
Value $11,038 Shares 64 Share Price $172.47 Est. Cost/Share $99.80 Unrealized @ Report Date +72.8%
SEIC SEI INVTS CO COM 0.0%
Value $10,804 Shares 200 Share Price $54.02 * Est. Cost/Share $51.13 Unrealized @ Report Date +0.8%
PINNACLE FINL PARTNERS INC COM 0.0%
Value $10,702 Shares 148 Share Price $72.31 Est. Cost/Share $66.38 Unrealized @ Report Date
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value $10,696 Shares 400 Share Price $26.74 Est. Cost/Share $40.97 Unrealized @ Report Date -34.7%
FITB FIFTH THIRD BANCORP COM 0.0%
Value $10,651 Shares 317 Share Price $33.60 * Est. Cost/Share $37.13 Unrealized @ Report Date -21.5%
MFS MUN INCOME TR SH BEN INT 0.0%
Value $10,608 Shares 1,950 Share Price $5.44 Est. Cost/Share $6.24 Unrealized @ Report Date
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value $10,583 Shares 249 Share Price $42.50 Est. Cost/Share $37.54 Unrealized @ Report Date
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value $10,481 Shares 270 Share Price $38.82 * Est. Cost/Share $45.04 Unrealized @ Report Date -6.4%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $10,473 Shares 333 Share Price $31.45 Est. Cost/Share $13.55 Unrealized @ Report Date +129.6%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value $10,448 Shares 76 Share Price $137.47 * Est. Cost/Share $49.79 Unrealized @ Report Date +38.0%
MAG SILVER CORP COM 0.0%
Value $10,320 Shares 848 Share Price $12.17 Est. Cost/Share $17.30 Unrealized @ Report Date
VTR VENTAS INC COM 0.0%
Value $10,286 Shares 200 Share Price $51.43 * Est. Cost/Share $39.18 Unrealized @ Report Date +25.4%
CF CF INDS HLDGS INC COM 0.0%
Value $10,202 Shares 119 Share Price $85.73 * Est. Cost/Share $76.13 Unrealized @ Report Date +4.2%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value $10,124 Shares 150 Share Price $67.49 Est. Cost/Share $68.31 Unrealized @ Report Date
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value $9,972 Shares 69 Share Price $144.52 * Est. Cost/Share $57.30 Unrealized @ Report Date +26.1%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $9,820 Shares 280 Share Price $35.07 * Est. Cost/Share $12.03 Unrealized @ Report Date +154.5%
ITT ITT INC COM 0.0%
Value $9,750 Shares 145 Share Price $67.24 Est. Cost/Share $97.81 Unrealized @ Report Date -31.3%
FLR FLUOR CORP NEW COM 0.0%
Value $9,736 Shares 400 Share Price $24.34 * Est. Cost/Share $11.04 Unrealized @ Report Date +143.4%
SNOW SNOWFLAKE INC CL A 0.0%
Value $9,734 Shares 70 Share Price $139.06 Est. Cost/Share $348.46 Unrealized @ Report Date -60.1%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $9,696 Shares 200 Share Price $48.48 * Est. Cost/Share $16.90 Unrealized @ Report Date +169.0%
INVESCO MUNI INCOME OPP TRST COM 0.0%
Value $9,675 Shares 1,500 Share Price $6.45 Est. Cost/Share $7.13 Unrealized @ Report Date
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value $9,391 Shares 740 Share Price $12.69 Est. Cost/Share $16.00 Unrealized @ Report Date
PEJ INVESCO LEISURE AND ENTERTAINMENT ETF 0.0%
Value $9,358 Shares 258 Share Price $36.27 Est. Cost/Share $46.14 Unrealized @ Report Date -21.4%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value $9,356 Shares 194 Share Price $48.23 Est. Cost/Share $49.49 Unrealized @ Report Date
USB US BANCORP DEL COM NEW 0.0%
Value $9,204 Shares 200 Share Price $46.02 * Est. Cost/Share $28.24 Unrealized @ Report Date +38.1%
PLUG PLUG POWER INC COM NEW 0.0%
Value $9,196 Shares 555 Share Price $16.57 Est. Cost/Share $6.65 Unrealized @ Report Date +149.0%
BLD TOPBUILD CORP COM 0.0%
Value $9,194 Shares 55 Share Price $167.16 Est. Cost/Share $27.04 Unrealized @ Report Date +518.2%
CIEN CIENA CORP COM NEW 0.0%
Value $9,140 Shares 200 Share Price $45.70 Est. Cost/Share $54.50 Unrealized @ Report Date -16.1%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value $9,123 Shares 300 Share Price $30.41 Est. Cost/Share $36.62 Unrealized @ Report Date -17.0%
UA UNDER ARMOUR INC CL C 0.0%
Value $9,096 Shares 1,200 Share Price $7.58 Est. Cost/Share $20.00 Unrealized @ Report Date -62.1%
RBLX ROBLOX CORP CL A 0.0%
Value $9,004 Shares 274 Share Price $32.86 Est. Cost/Share $84.12 Unrealized @ Report Date -60.9%
SLI STANDARD LITHIUM LTD COM 0.0%
Value $8,946 Shares 2,110 Share Price $4.24 * Est. Cost/Share $7.52 Unrealized @ Report Date -21.3%
NJR NEW JERSEY RES CORP COM 0.0%
Value $8,906 Shares 200 Share Price $44.53 * Est. Cost/Share $25.00 Unrealized @ Report Date +56.4%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value $8,884 Shares 400 Share Price $22.21 Est. Cost/Share $24.84 Unrealized @ Report Date -10.6%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $8,780 Shares 400 Share Price $21.95 Est. Cost/Share $24.83 Unrealized @ Report Date
PHYSICIANS RLTY TR COM 0.0%
Value $8,725 Shares 500 Share Price $17.45 Est. Cost/Share $18.83 Unrealized @ Report Date
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $8,716 Shares 400 Share Price $21.79 Est. Cost/Share $25.66 Unrealized @ Report Date
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $8,508 Shares 140 Share Price $60.77 Est. Cost/Share $79.11 Unrealized @ Report Date -23.2%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value $8,406 Shares 740 Share Price $11.36 Est. Cost/Share $13.59 Unrealized @ Report Date
PETIQ INC COM CL A 0.0%
Value $8,395 Shares 500 Share Price $16.79 Est. Cost/Share $38.60 Unrealized @ Report Date
ALC ALCON AG ORD SHS 0.0%
Value $8,387 Shares 120 Share Price $69.89 Est. Cost/Share $57.87 Unrealized @ Report Date +19.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $8,252 Shares 40 Share Price $206.30 Est. Cost/Share $254.86 Unrealized @ Report Date -19.1%
EXP EAGLE MATLS INC COM 0.0%
Value $8,246 Shares 75 Share Price $109.95 Est. Cost/Share $102.61 Unrealized @ Report Date +5.2%
ROKU ROKU INC COM CL A 0.0%
Value $8,214 Shares 100 Share Price $82.14 Est. Cost/Share $354.75 Unrealized @ Report Date -76.8%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $8,003 Shares 26 Share Price $307.81 Est. Cost/Share $346.89 Unrealized @ Report Date -11.3%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value $7,896 Shares 150 Share Price $52.64 Est. Cost/Share $54.94 Unrealized @ Report Date
VYX NCR VOYIX CORPORATION COM 0.0%
Value $7,778 Shares 250 Share Price $31.11 * Est. Cost/Share $14.34 Unrealized @ Report Date +48.8%
EXEEL CHESAPEAKE ENERGY CORP WT C EXP 020926 0.0%
Value $7,766 Shares 148 Share Price $52.47 Est. Cost/Share $20.41 Unrealized @ Report Date
PBJ INVESCO FOOD & BEVERAGE ETF 0.0%
Value $7,677 Shares 175 Share Price $43.87 Est. Cost/Share $40.29 Unrealized @ Report Date
ROL ROLLINS INC COM 0.0%
Value $7,613 Shares 218 Share Price $34.92 * Est. Cost/Share $33.68 Unrealized @ Report Date -0.9%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $7,542 Shares 900 Share Price $8.38 Est. Cost/Share $5.75 Unrealized @ Report Date
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value $7,538 Shares 436 Share Price $17.29 Est. Cost/Share $22.77 Unrealized @ Report Date
FF FUTUREFUEL CORP COM 0.0%
Value $7,345 Shares 1,009 Share Price $7.28 * Est. Cost/Share $5.83 Unrealized @ Report Date -25.7%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $7,222 Shares 100 Share Price $72.22 * Est. Cost/Share $46.57 Unrealized @ Report Date +34.3%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $7,175 Shares 350 Share Price $20.50 * Est. Cost/Share $13.42 Unrealized @ Report Date +57.4%
XPMQX PIMCO MUN INCOME FD III COM 0.0%
Value $7,146 Shares 775 Share Price $9.22 Est. Cost/Share $12.06 Unrealized @ Report Date
APPN APPIAN CORP CL A 0.0%
Value $7,104 Shares 150 Share Price $47.36 * Est. Cost/Share $83.11 Unrealized @ Report Date -39.5%
GRAFTECH INTL LTD COM 0.0%
Value $7,089 Shares 1,003 Share Price $7.07 Est. Cost/Share $12.23 Unrealized @ Report Date
MTB M & T BK CORP COM 0.0%
Value $7,013 Shares 44 Share Price $159.39 * Est. Cost/Share $149.08 Unrealized @ Report Date 0.0%
SXC SUNCOKE ENERGY INC COM 0.0%
Value $6,985 Shares 1,026 Share Price $6.81 Est. Cost/Share $6.17 Unrealized @ Report Date +10.3%
LEG LEGGETT & PLATT INC COM 0.0%
Value $6,916 Shares 200 Share Price $34.58 * Est. Cost/Share $44.28 Unrealized @ Report Date -17.3%
EQX EQUINOX GOLD CORP COM 0.0%
Value $6,611 Shares 1,489 Share Price $4.44 * Est. Cost/Share $7.30 Unrealized @ Report Date -11.4%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value $6,401 Shares 20 Share Price $320.05 * Est. Cost/Share $317.61 Unrealized @ Report Date -4.9%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $6,348 Shares 100 Share Price $63.48 Est. Cost/Share $53.02 Unrealized @ Report Date +19.7%
BLACKROCK LTD DURATION INCOME COM SHS 0.0%
Value $6,325 Shares 500 Share Price $12.65 Est. Cost/Share $16.75 Unrealized @ Report Date
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value $6,158 Shares 125 Share Price $49.26 Est. Cost/Share $50.02 Unrealized @ Report Date -1.5%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $6,052 Shares 45 Share Price $134.49 * Est. Cost/Share $51.77 Unrealized @ Report Date +149.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $6,015 Shares 500 Share Price $12.03 * Est. Cost/Share $11.20 Unrealized @ Report Date -8.4%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value $5,951 Shares 550 Share Price $10.82 Est. Cost/Share $14.90 Unrealized @ Report Date -27.4%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value $5,927 Shares 35 Share Price $169.34 * Est. Cost/Share $184.09 Unrealized @ Report Date -5.9%
MAS MASCO CORP COM 0.0%
Value $5,819 Shares 115 Share Price $50.60 * Est. Cost/Share $56.54 Unrealized @ Report Date -12.8%
FLAX FRANKLIN FTSE ASIA EX JAPAN ETF 0.0%
Value $5,787 Shares 263 Share Price $22.00 Est. Cost/Share $23.84 Unrealized @ Report Date
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $5,774 Shares 200 Share Price $28.87 * Est. Cost/Share $22.78 Unrealized @ Report Date +16.4%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $5,660 Shares 50 Share Price $113.20 * Est. Cost/Share $91.77 Unrealized @ Report Date +18.5%
SONO SONOS INC COM 0.0%
Value $5,592 Shares 310 Share Price $18.04 Est. Cost/Share $30.55 Unrealized @ Report Date -40.9%
NUVEEN MUN VALUE FD INC COM 0.0%
Value $5,542 Shares 621 Share Price $8.92 Est. Cost/Share $10.20 Unrealized @ Report Date
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $5,486 Shares 50 Share Price $109.72 * Est. Cost/Share $28.60 Unrealized @ Report Date +246.2%
CHAMPIONX CORPORATION COM 0.0%
Value $5,459 Shares 275 Share Price $19.85 Est. Cost/Share $20.21 Unrealized @ Report Date
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value $5,441 Shares 32 Share Price $170.03 * Est. Cost/Share $95.38 Unrealized @ Report Date -10.9%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $5,431 Shares 422 Share Price $12.87 Est. Cost/Share $16.37 Unrealized @ Report Date
TRP TC ENERGY CORP COM 0.0%
Value $5,388 Shares 104 Share Price $51.81 * Est. Cost/Share $32.58 Unrealized @ Report Date +33.0%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $5,284 Shares 46 Share Price $114.87 Est. Cost/Share $147.39 Unrealized @ Report Date -22.1%
WAB WABTEC COM 0.0%
Value $5,253 Shares 64 Share Price $82.08 Est. Cost/Share $69.36 Unrealized @ Report Date +16.1%
APA APA CORPORATION COM 0.0%
Value $5,235 Shares 150 Share Price $34.90 * Est. Cost/Share $30.86 Unrealized @ Report Date +22.2%
EVX VANECK ENVIRONMENTAL SERVICES ETF 0.0%
Value $5,193 Shares 40 Share Price $129.82 * Est. Cost/Share $28.01 Unrealized @ Report Date -7.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $5,148 Shares 200 Share Price $25.74 Est. Cost/Share $115.22 Unrealized @ Report Date -77.7%
AGCO AGCO CORP COM 0.0%
Value $5,132 Shares 52 Share Price $98.69 * Est. Cost/Share $110.68 Unrealized @ Report Date -0.6%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value $5,131 Shares 157 Share Price $32.68 * Est. Cost/Share $26.31 Unrealized @ Report Date +44.0%
WLK WESTLAKE CORPORATION COM 0.0%
Value $5,097 Shares 52 Share Price $98.02 * Est. Cost/Share $115.03 Unrealized @ Report Date 0.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value $5,082 Shares 41 Share Price $123.95 * Est. Cost/Share $115.43 Unrealized @ Report Date +5.0%
LEA LEAR CORP COM NEW 0.0%
Value $5,036 Shares 40 Share Price $125.90 * Est. Cost/Share $103.03 Unrealized @ Report Date +16.4%
ITRI ITRON INC COM 0.0%
Value $4,943 Shares 100 Share Price $49.43 Est. Cost/Share $74.36 Unrealized @ Report Date -33.3%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $4,932 Shares 150 Share Price $32.88 Est. Cost/Share $37.61 Unrealized @ Report Date -12.6%
BARRICK GOLD CORP COM 0.0%
Value $4,882 Shares 276 Share Price $17.69 Est. Cost/Share $24.81 Unrealized @ Report Date
DISCOVER FINL SVCS COM 0.0%
Value $4,729 Shares 50 Share Price $94.58 Est. Cost/Share $81.18 Unrealized @ Report Date
SYNA SYNAPTICS INC COM 0.0%
Value $4,722 Shares 40 Share Price $118.05 Est. Cost/Share $121.72 Unrealized @ Report Date -3.0%
TRMB TRIMBLE INC COM 0.0%
Value $4,717 Shares 81 Share Price $58.23 Est. Cost/Share $87.82 Unrealized @ Report Date -33.7%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value $4,700 Shares 150 Share Price $31.33 * Est. Cost/Share $21.84 Unrealized @ Report Date +36.5%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $4,675 Shares 46 Share Price $101.63 * Est. Cost/Share $121.19 Unrealized @ Report Date -18.4%
VRSK VERISK ANALYTICS INC COM 0.0%
Value $4,673 Shares 27 Share Price $173.07 * Est. Cost/Share $212.40 Unrealized @ Report Date -20.3%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $4,633 Shares 50 Share Price $92.66 * Est. Cost/Share $51.78 Unrealized @ Report Date +71.6%
GM GENERAL MTRS CO COM 0.0%
Value $4,605 Shares 145 Share Price $31.76 * Est. Cost/Share $56.05 Unrealized @ Report Date -45.3%
U UNITY SOFTWARE INC COM 0.0%
Value $4,603 Shares 125 Share Price $36.82 * Est. Cost/Share $146.56 Unrealized @ Report Date -61.3%
FIRST TR ENERGY INFRASTRCTR FD COM 0.0%
Value $4,582 Shares 320 Share Price $14.32 Est. Cost/Share $8.99 Unrealized @ Report Date
SAP SAP SE SPON ADR 0.0%
Value $4,536 Shares 50 Share Price $90.72 Est. Cost/Share $126.13 Unrealized @ Report Date -28.1%
UPST UPSTART HLDGS INC COM 0.0%
Value $4,458 Shares 141 Share Price $31.62 Est. Cost/Share $209.59 Unrealized @ Report Date -84.9%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value $4,457 Shares 58 Share Price $76.84 Est. Cost/Share $57.35 Unrealized @ Report Date +34.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $4,377 Shares 53 Share Price $82.58 Est. Cost/Share $98.04 Unrealized @ Report Date -15.8%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value $4,373 Shares 50 Share Price $87.46 * Est. Cost/Share $68.36 Unrealized @ Report Date +16.3%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value $4,363 Shares 86 Share Price $50.73 Est. Cost/Share $43.59 Unrealized @ Report Date +16.4%
CMC MATERIALS INC COM 0.0%
Value $4,362 Shares 25 Share Price $174.48 Est. Cost/Share $116.64 Unrealized @ Report Date
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $4,286 Shares 25 Share Price $171.44 * Est. Cost/Share $95.74 Unrealized @ Report Date +59.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $4,268 Shares 50 Share Price $85.36 Est. Cost/Share $90.60 Unrealized @ Report Date -5.8%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $4,227 Shares 80 Share Price $52.84 Est. Cost/Share $31.39 Unrealized @ Report Date
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $4,202 Shares 133 Share Price $31.59 Est. Cost/Share $55.67 Unrealized @ Report Date
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value $4,136 Shares 100 Share Price $41.36 * Est. Cost/Share $93.61 Unrealized @ Report Date -52.4%
JETS U.S. GLOBAL JETS ETF 0.0%
Value $4,125 Shares 250 Share Price $16.50 Est. Cost/Share $24.54 Unrealized @ Report Date -32.8%
GAP GAP INC COM 0.0%
Value $4,120 Shares 500 Share Price $8.24 * Est. Cost/Share $17.56 Unrealized @ Report Date -43.8%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $4,118 Shares 84 Share Price $49.02 * Est. Cost/Share $39.07 Unrealized @ Report Date +8.2%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $4,070 Shares 54 Share Price $75.37 * Est. Cost/Share $102.19 Unrealized @ Report Date -32.1%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value $3,974 Shares 49 Share Price $81.10 * Est. Cost/Share $38.80 Unrealized @ Report Date +78.1%
NEM NEWMONT CORP COM 0.0%
Value $3,938 Shares 66 Share Price $59.67 * Est. Cost/Share $27.95 Unrealized @ Report Date +92.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $3,931 Shares 13 Share Price $302.38 Est. Cost/Share $425.92 Unrealized @ Report Date -29.7%
TDC TERADATA CORP DEL COM 0.0%
Value $3,923 Shares 106 Share Price $37.01 Est. Cost/Share $45.50 Unrealized @ Report Date -18.7%
INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUND 0.0%
Value $3,891 Shares 100 Share Price $38.91 Est. Cost/Share $30.97 Unrealized @ Report Date
LEN LENNAR CORP CL A 0.0%
Value $3,881 Shares 55 Share Price $70.56 * Est. Cost/Share $48.00 Unrealized @ Report Date +35.0%
SCHNITZER STEEL INDS INC CL A 0.0%
Value $3,875 Shares 118 Share Price $32.84 Est. Cost/Share $49.05 Unrealized @ Report Date
LMND LEMONADE INC COM 0.0%
Value $3,743 Shares 205 Share Price $18.26 Est. Cost/Share $21.93 Unrealized @ Report Date -16.7%
VALE VALE S A SPONSORED ADS 0.0%
Value $3,658 Shares 250 Share Price $14.63 Est. Cost/Share $17.31 Unrealized @ Report Date -15.5%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $3,644 Shares 46 Share Price $79.22 Est. Cost/Share $116.60 Unrealized @ Report Date -32.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $3,546 Shares 26 Share Price $136.38 Est. Cost/Share $146.85 Unrealized @ Report Date -7.1%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $3,525 Shares 35 Share Price $100.71 * Est. Cost/Share $91.68 Unrealized @ Report Date +5.2%
NET CLOUDFLARE INC CL A COM 0.0%
Value $3,500 Shares 80 Share Price $43.75 Est. Cost/Share $34.06 Unrealized @ Report Date +28.5%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $3,496 Shares 13 Share Price $268.92 * Est. Cost/Share $33.70 Unrealized @ Report Date +59.6%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $3,494 Shares 200 Share Price $17.47 Est. Cost/Share $22.83 Unrealized @ Report Date -23.5%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $3,491 Shares 100 Share Price $34.91 Est. Cost/Share $89.88 Unrealized @ Report Date -61.8%
PRSU VIAD CORP COM 0.0%
Value $3,479 Shares 126 Share Price $27.61 Est. Cost/Share $27.25 Unrealized @ Report Date +1.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $3,456 Shares 9 Share Price $384.00 * Est. Cost/Share $500.08 Unrealized @ Report Date -25.3%
LUCID GROUP INC COM 0.0%
Value $3,432 Shares 200 Share Price $17.16 Est. Cost/Share $38.05 Unrealized @ Report Date
INMD INMODE LTD SHS 0.0%
Value $3,362 Shares 150 Share Price $22.41 * Est. Cost/Share $80.21 Unrealized @ Report Date -67.2%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $3,241 Shares 128 Share Price $25.32 * Est. Cost/Share $25.42 Unrealized @ Report Date -12.1%
PGX INVESCO PREFERRED ETF 0.0%
Value $3,085 Shares 250 Share Price $12.34 Est. Cost/Share $15.29 Unrealized @ Report Date -19.3%
TRUP TRUPANION INC COM 0.0%
Value $3,013 Shares 50 Share Price $60.26 * Est. Cost/Share $116.51 Unrealized @ Report Date -41.6%
SNA SNAP ON INC COM 0.0%
Value $2,955 Shares 15 Share Price $197.00 * Est. Cost/Share $197.64 Unrealized @ Report Date -9.1%
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value $2,884 Shares 80 Share Price $36.05 Est. Cost/Share $30.88 Unrealized @ Report Date
MASI MASIMO CORP COM 0.0%
Value $2,875 Shares 22 Share Price $130.68 * Est. Cost/Share $192.01 Unrealized @ Report Date -30.3%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value $2,871 Shares 39 Share Price $73.62 Est. Cost/Share $86.76 Unrealized @ Report Date -15.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $2,839 Shares 52 Share Price $54.60 Est. Cost/Share $63.11 Unrealized @ Report Date -13.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $2,818 Shares 10 Share Price $281.80 Est. Cost/Share $224.92 Unrealized @ Report Date +25.3%
GMED GLOBUS MED INC CL A 0.0%
Value $2,807 Shares 50 Share Price $56.14 Est. Cost/Share $72.59 Unrealized @ Report Date -22.7%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value $2,744 Shares 40 Share Price $68.60 Est. Cost/Share $73.30 Unrealized @ Report Date -6.4%
CPNG COUPANG INC CL A 0.0%
Value $2,741 Shares 215 Share Price $12.75 * Est. Cost/Share $39.24 Unrealized @ Report Date -65.3%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value $2,738 Shares 26 Share Price $105.31 Est. Cost/Share $138.80 Unrealized @ Report Date
CEREVEL THERAPEUTICS HLDNG INC COM 0.0%
Value $2,644 Shares 100 Share Price $26.44 Est. Cost/Share $13.73 Unrealized @ Report Date
DT DYNATRACE INC COM NEW 0.0%
Value $2,642 Shares 67 Share Price $39.43 Est. Cost/Share $68.15 Unrealized @ Report Date -41.6%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $2,636 Shares 40 Share Price $65.90 Est. Cost/Share $73.56 Unrealized @ Report Date -10.4%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $2,609 Shares 52 Share Price $50.17 Est. Cost/Share $34.36 Unrealized @ Report Date +46.0%
LOGI LOGITECH INTL S A SHS 0.0%
Value $2,603 Shares 50 Share Price $52.06 * Est. Cost/Share $77.96 Unrealized @ Report Date -26.2%
JD JD.COM INC SPON ADR CL A 0.0%
Value $2,569 Shares 40 Share Price $64.22 Est. Cost/Share $77.60 Unrealized @ Report Date
BIO BIO RAD LABS INC CL A 0.0%
Value $2,475 Shares 5 Share Price $495.00 * Est. Cost/Share $748.36 Unrealized @ Report Date -30.4%
FLO FLOWERS FOODS INC COM 0.0%
Value $2,474 Shares 94 Share Price $26.32 * Est. Cost/Share $13.78 Unrealized @ Report Date +62.2%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value $2,446 Shares 220 Share Price $11.12 Est. Cost/Share $20.86 Unrealized @ Report Date -46.7%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value $2,400 Shares 100 Share Price $24.00 Est. Cost/Share $27.89 Unrealized @ Report Date -13.9%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $2,313 Shares 20 Share Price $115.65 Est. Cost/Share $47.06 Unrealized @ Report Date +142.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $2,277 Shares 251 Share Price $9.07 Est. Cost/Share $11.71 Unrealized @ Report Date -22.6%
HYMC HYCROFT MINING HOLDING CORP CL A NEW 0.0%
Value $2,220 Shares 2,000 Share Price $1.11 * Est. Cost/Share $7.44 Unrealized @ Report Date +49.3%
KBE SPDR S&P BANK ETF 0.0%
Value $2,194 Shares 50 Share Price $43.88 Est. Cost/Share $47.23 Unrealized @ Report Date
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value $2,165 Shares 50 Share Price $43.30 * Est. Cost/Share $41.65 Unrealized @ Report Date -8.6%
CMS CMS ENERGY CORP COM 0.0%
Value $2,160 Shares 32 Share Price $67.50 * Est. Cost/Share $57.49 Unrealized @ Report Date +5.1%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value $2,141 Shares 35 Share Price $61.17 Est. Cost/Share $62.27 Unrealized @ Report Date
WDAY WORKDAY INC CL A 0.0%
Value $2,094 Shares 15 Share Price $139.60 Est. Cost/Share $197.84 Unrealized @ Report Date -29.4%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $1,976 Shares 80 Share Price $24.70 Est. Cost/Share $24.98 Unrealized @ Report Date
ENPH ENPHASE ENERGY INC COM 0.0%
Value $1,952 Shares 10 Share Price $195.20 Est. Cost/Share $208.64 Unrealized @ Report Date -6.4%
LIVENT CORP COM 0.0%
Value $1,951 Shares 86 Share Price $22.69 Est. Cost/Share $18.84 Unrealized @ Report Date
TUR ISHARES MSCI TURKEY ETF 0.0%
Value $1,901 Shares 100 Share Price $19.01 Est. Cost/Share $37.90 Unrealized @ Report Date -49.8%
UNITED STATES NATURAL GAS FUND LP 0.0%
Value $1,901 Shares 100 Share Price $19.01 Est. Cost/Share $19.72 Unrealized @ Report Date
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $1,876 Shares 191 Share Price $9.82 Est. Cost/Share $20.95 Unrealized @ Report Date
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value $1,849 Shares 166 Share Price $11.14 Est. Cost/Share $5.80 Unrealized @ Report Date
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value $1,810 Shares 40 Share Price $45.25 * Est. Cost/Share $20.45 Unrealized @ Report Date +10.6%
ENS ENERSYS COM 0.0%
Value $1,769 Shares 30 Share Price $58.97 * Est. Cost/Share $75.07 Unrealized @ Report Date -24.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value $1,757 Shares 25 Share Price $70.28 * Est. Cost/Share $62.45 Unrealized @ Report Date +8.8%
KEY KEYCORP COM 0.0%
Value $1,740 Shares 101 Share Price $17.23 * Est. Cost/Share $20.30 Unrealized @ Report Date -21.6%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value $1,738 Shares 25 Share Price $69.52 Est. Cost/Share $100.38 Unrealized @ Report Date -30.8%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value $1,720 Shares 50 Share Price $34.40 * Est. Cost/Share $156.01 Unrealized @ Report Date -69.5%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $1,635 Shares 30 Share Price $54.50 * Est. Cost/Share $66.93 Unrealized @ Report Date -27.0%
NGD NEW GOLD INC CDA COM 0.0%
Value $1,605 Shares 1,500 Share Price $1.07 * Est. Cost/Share $3.61 Unrealized @ Report Date -60.3%
PUBM PUBMATIC INC COM CL A 0.0%
Value $1,589 Shares 100 Share Price $15.89 Est. Cost/Share $32.58 Unrealized @ Report Date -51.2%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $1,512 Shares 45 Share Price $33.60 * Est. Cost/Share $55.13 Unrealized @ Report Date -41.8%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $1,509 Shares 15 Share Price $100.60 Est. Cost/Share $117.36 Unrealized @ Report Date -14.3%
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value $1,504 Shares 112 Share Price $13.43 Est. Cost/Share $17.93 Unrealized @ Report Date
CHICOS FAS INC COM 0.0%
Value $1,491 Shares 300 Share Price $4.97 Est. Cost/Share $5.38 Unrealized @ Report Date
IPATH SERIES B BLOOMBERG NICKEL SUBINDEX TOTAL RETURN ETN 0.0%
Value $1,480 Shares 50 Share Price $29.60 Est. Cost/Share $42.88 Unrealized @ Report Date
NRG NRG ENERGY INC COM NEW 0.0%
Value $1,450 Shares 38 Share Price $38.16 * Est. Cost/Share $25.99 Unrealized @ Report Date +33.5%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value $1,442 Shares 40 Share Price $36.05 Est. Cost/Share $31.35 Unrealized @ Report Date
VFC V F CORP COM 0.0%
Value $1,413 Shares 32 Share Price $44.16 Est. Cost/Share $62.01 Unrealized @ Report Date -28.8%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value $1,406 Shares 3 Share Price $468.67 Est. Cost/Share $587.05 Unrealized @ Report Date -20.2%
FR FIRST INDL RLTY TR INC COM 0.0%
Value $1,378 Shares 29 Share Price $47.52 Est. Cost/Share $40.19 Unrealized @ Report Date
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $1,359 Shares 139 Share Price $9.78 Est. Cost/Share $21.59 Unrealized @ Report Date -54.7%
TRI THOMSON REUTERS CORP. COM 0.0%
Value $1,355 Shares 13 Share Price $104.23 * Est. Cost/Share $62.23 Unrealized @ Report Date +52.2%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $1,342 Shares 26 Share Price $51.62 * Est. Cost/Share $26.34 Unrealized @ Report Date -2.0%
AVNS AVANOS MED INC COM 0.0%
Value $1,340 Shares 49 Share Price $27.35 * Est. Cost/Share $41.62 Unrealized @ Report Date -31.0%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $1,280 Shares 40 Share Price $32.00 Est. Cost/Share $49.58 Unrealized @ Report Date
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $1,269 Shares 20 Share Price $63.45 Est. Cost/Share $38.09 Unrealized @ Report Date
MAT MATTEL INC COM 0.0%
Value $1,228 Shares 55 Share Price $22.33 Est. Cost/Share $15.68 Unrealized @ Report Date +42.4%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $1,222 Shares 6 Share Price $203.67 * Est. Cost/Share $123.49 Unrealized @ Report Date -17.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value $1,220 Shares 33 Share Price $36.97 Est. Cost/Share $3.17 Unrealized @ Report Date
IPATH SERIES B BLOOMBERG COPPER SUBINDEX TOTAL RETURN ETN 0.0%
Value $1,203 Shares 65 Share Price $18.51 Est. Cost/Share $23.66 Unrealized @ Report Date
BLNK BLINK CHARGING CO COM 0.0%
Value $1,174 Shares 71 Share Price $16.54 * Est. Cost/Share $38.61 Unrealized @ Report Date -51.4%
WYNN WYNN RESORTS LTD COM 0.0%
Value $1,140 Shares 20 Share Price $57.00 * Est. Cost/Share $123.75 Unrealized @ Report Date -55.2%
DIBS 1STDIBS COM INC COM 0.0%
Value $1,138 Shares 200 Share Price $5.69 * Est. Cost/Share $13.91 Unrealized @ Report Date -52.7%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $1,136 Shares 10 Share Price $113.60 * Est. Cost/Share $47.26 Unrealized @ Report Date +133.0%
EXC EXELON CORP COM 0.0%
Value $1,133 Shares 25 Share Price $45.32 * Est. Cost/Share $36.83 Unrealized @ Report Date +8.3%
GOEX GLOBAL X GOLD EXPLORERS ETF 0.0%
Value $1,119 Shares 50 Share Price $22.38 Est. Cost/Share $35.06 Unrealized @ Report Date
SOLO BRANDS INC COM CL A 0.0%
Value $1,117 Shares 275 Share Price $4.06 Est. Cost/Share $15.63 Unrealized @ Report Date
FINX GLOBAL X FINTECH ETF 0.0%
Value $1,065 Shares 50 Share Price $21.30 Est. Cost/Share $27.68 Unrealized @ Report Date
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $1,036 Shares 40 Share Price $25.90 Est. Cost/Share $43.35 Unrealized @ Report Date
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value $1,007 Shares 16 Share Price $62.94 Est. Cost/Share $67.61 Unrealized @ Report Date -6.9%
PYROGENESIS CDA INC COM 0.0%
Value $970 Shares 500 Share Price $1.94 Est. Cost/Share $5.40 Unrealized @ Report Date
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $954 Shares 211 Share Price $4.52 Est. Cost/Share $3.11 Unrealized @ Report Date +45.5%
CHGG CHEGG INC COM 0.0%
Value $939 Shares 50 Share Price $18.78 * Est. Cost/Share $79.46 Unrealized @ Report Date -71.2%
RMR RMR GROUP INC CL A 0.0%
Value $936 Shares 33 Share Price $28.36 * Est. Cost/Share $24.88 Unrealized @ Report Date -14.7%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value $928 Shares 160 Share Price $5.80 Est. Cost/Share $33.69 Unrealized @ Report Date
ALTRA INDL MOTION CORP COM 0.0%
Value $917 Shares 26 Share Price $35.27 Est. Cost/Share $25.15 Unrealized @ Report Date
ARKK ARK INNOVATION ETF 0.0%
Value $877 Shares 22 Share Price $39.86 Est. Cost/Share $74.76 Unrealized @ Report Date -46.7%
DUKE REALTY CORP COM NEW 0.0%
Value $824 Shares 15 Share Price $54.93 Est. Cost/Share $38.85 Unrealized @ Report Date
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $806 Shares 184 Share Price $4.38 Est. Cost/Share $4.96 Unrealized @ Report Date -11.7%
RCUS ARCUS BIOSCIENCES INC COM 0.0%
Value $760 Shares 30 Share Price $25.33 * Est. Cost/Share $33.51 Unrealized @ Report Date -26.9%
FMC FMC CORP COM NEW 0.0%
Value $749 Shares 7 Share Price $107.00 * Est. Cost/Share $93.49 Unrealized @ Report Date +0.6%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value $737 Shares 14 Share Price $52.64 * Est. Cost/Share $34.62 Unrealized @ Report Date -29.8%
SKT TANGER INC COM 0.0%
Value $711 Shares 50 Share Price $14.22 Est. Cost/Share $9.32 Unrealized @ Report Date
ONL ORION OFFICE REIT INC COM 0.0%
Value $669 Shares 61 Share Price $10.97 Est. Cost/Share $18.67 Unrealized @ Report Date
ACCELERATE ACQUISITION CORP COM CL A 0.0%
Value $586 Shares 60 Share Price $9.77 Est. Cost/Share $9.73 Unrealized @ Report Date
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $573 Shares 10 Share Price $57.30 * Est. Cost/Share $47.25 Unrealized @ Report Date +17.8%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value $493 Shares 3 Share Price $164.33 * Est. Cost/Share $70.64 Unrealized @ Report Date -59.1%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $451 Shares 11 Share Price $41.00 Est. Cost/Share $48.77 Unrealized @ Report Date -15.9%
TPC TUTOR PERINI CORP COM 0.0%
Value $439 Shares 50 Share Price $8.78 * Est. Cost/Share $16.93 Unrealized @ Report Date -43.0%
DESKTOP METAL INC COM CL A 0.0%
Value $385 Shares 175 Share Price $2.20 Est. Cost/Share $11.50 Unrealized @ Report Date
NIOCORP DEVS LTD COM NEW 0.0%
Value $344 Shares 500 Share Price $0.69 Est. Cost/Share $0.69 Unrealized @ Report Date
UPLD UPLAND SOFTWARE INC COM 0.0%
Value $247 Shares 17 Share Price $14.53 Est. Cost/Share $48.25 Unrealized @ Report Date -69.7%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value $242 Shares 85 Share Price $2.85 * Est. Cost/Share $306.74 Unrealized @ Report Date -90.7%
CRON CRONOS GROUP INC COM 0.0%
Value $223 Shares 79 Share Price $2.82 Est. Cost/Share $14.79 Unrealized @ Report Date -80.9%
ORGANIGRAM HLDGS INC COM 0.0%
Value $183 Shares 200 Share Price $0.92 Est. Cost/Share $3.44 Unrealized @ Report Date
BROOKFIELD REINS LTD CL A EXCH LT VTG 0.0%
Value $134 Shares 3 Share Price $44.67 Est. Cost/Share $52.02 Unrealized @ Report Date
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value $60 Shares 27 Share Price $2.22 Est. Cost/Share $0.15 Unrealized @ Report Date
MSFT MICROSOFT CORP COM 0.0%
Value $51 Shares 200 Share Price $0.26 * Est. Cost/Share $73.77 Unrealized @ Report Date +238.3%
NOW SERVICENOW INC COM 0.0%
Value $48 Shares 100 Share Price $0.48 * Est. Cost/Share $99.40 Unrealized @ Report Date -4.3%
MINERVA NEUROSCIENCES INC COM NEW 0.0%
Value $40 Shares 12 Share Price $3.33 Est. Cost/Share $12.55 Unrealized @ Report Date
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $25 Shares 300 Share Price $0.08 * Est. Cost/Share $44.57 Unrealized @ Report Date +83.4%
PINS PINTEREST INC CL A 0.0%
Value $18 Shares 1,000 Share Price $0.02 * Est. Cost/Share $32.79 Unrealized @ Report Date -44.6%
ADSK AUTODESK INC COM 0.0%
Value $17 Shares 100 Share Price $0.17 * Est. Cost/Share $269.67 Unrealized @ Report Date -36.2%
ROKU ROKU INC COM CL A 0.0%
Value $16 Shares 200 Share Price $0.08 * Est. Cost/Share $354.75 Unrealized @ Report Date -76.8%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $12 Shares 1,000 Share Price $0.01 * Est. Cost/Share $25.20 Unrealized @ Report Date -53.7%
TPG PACE BEN FIN CORP CL A COM 0.0%
Value $10 Shares 1 Share Price $10.00 Est. Cost/Share $20.00 Unrealized @ Report Date
AXON AXON ENTERPRISE INC COM 0.0%
Value $9 Shares 100 Share Price $0.09 * Est. Cost/Share $140.57 Unrealized @ Report Date -33.7%
UPST UPSTART HLDGS INC COM 0.0%
Value $6 Shares 200 Share Price $0.03 * Est. Cost/Share $209.59 Unrealized @ Report Date -84.9%