Anchor Investment Management, LLC Diversified Active

Location: Columbia, SC

CIK: 0001634149 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value: $556M (100.0% shares, 0.0% debt)

Holdings (919)

V VISA INC COM CL A 3.5%
Value $19.29M Shares 88,196 Share Price $218.73 * Est. Cost/Share $73.67 Unrealized @ Report Date +186.3%
MSFT MICROSOFT CORP COM 3.4%
Value $18.72M Shares 84,160 Share Price $222.42 * Est. Cost/Share $69.04 Unrealized @ Report Date +209.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2.8%
Value $15.34M Shares 184,260 Share Price $83.25 Est. Cost/Share $79.50 Unrealized @ Report Date +4.7%
AAPL APPLE INC COM 2.3%
Value $12.74M Shares 95,987 Share Price $132.69 * Est. Cost/Share $88.89 Unrealized @ Report Date +45.3%
DIS DISNEY WALT CO COM 2.0%
Value $11.03M Shares 60,879 Share Price $181.18 * Est. Cost/Share $99.51 Unrealized @ Report Date +77.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 2.0%
Value $10.89M Shares 119,682 Share Price $90.95 * Est. Cost/Share $11.46 Unrealized @ Report Date +32.3%
QQQ INVESCO QQQ TRUST SERIES I 2.0%
Value $10.88M Shares 34,694 Share Price $313.74 Est. Cost/Share $199.62 Unrealized @ Report Date +57.2%
JNJ JOHNSON & JOHNSON COM 1.5%
Value $8.134M Shares 51,685 Share Price $157.38 * Est. Cost/Share $91.06 Unrealized @ Report Date +50.0%
UPS UNITED PARCEL SERVICE INC CL B 1.4%
Value $7.668M Shares 45,536 Share Price $168.40 * Est. Cost/Share $78.68 Unrealized @ Report Date +74.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.4%
Value $7.657M Shares 21,643 Share Price $353.79 * Est. Cost/Share $26.70 Unrealized @ Report Date +65.7%
UNP UNION PAC CORP COM 1.3%
Value $7.37M Shares 35,398 Share Price $208.22 * Est. Cost/Share $71.76 Unrealized @ Report Date +159.4%
GOOG ALPHABET INC CAP STK CL C 1.3%
Value $7.158M Shares 4,086 Share Price $1751.88 * Est. Cost/Share $52.38 Unrealized @ Report Date +66.0%
ABBV ABBVIE INC COM 1.2%
Value $6.887M Shares 64,271 Share Price $107.15 * Est. Cost/Share $51.79 Unrealized @ Report Date +70.2%
AMZN AMAZON COM INC COM 1.2%
Value $6.634M Shares 2,037 Share Price $3256.93 * Est. Cost/Share $84.92 Unrealized @ Report Date +91.8%
INTC INTEL CORP COM 1.2%
Value $6.48M Shares 130,067 Share Price $49.82 * Est. Cost/Share $32.08 Unrealized @ Report Date +40.4%
SCHM SCHWAB U.S. MID-CAP ETF 1.1%
Value $6.054M Shares 88,788 Share Price $68.18 * Est. Cost/Share $18.12 Unrealized @ Report Date +25.4%
ABT ABBOTT LABS COM 1.1%
Value $5.86M Shares 53,520 Share Price $109.49 * Est. Cost/Share $36.32 Unrealized @ Report Date +175.5%
FDX FEDEX CORP COM 1.0%
Value $5.77M Shares 22,226 Share Price $259.62 * Est. Cost/Share $137.27 Unrealized @ Report Date +71.8%
LOW LOWES COS INC COM 1.0%
Value $5.587M Shares 34,806 Share Price $160.51 * Est. Cost/Share $65.21 Unrealized @ Report Date +124.5%
ADBE ADOBE INC COM 1.0%
Value $5.575M Shares 11,147 Share Price $500.12 Est. Cost/Share $132.68 Unrealized @ Report Date +276.9%
VZ VERIZON COMMUNICATIONS INC COM 1.0%
Value $5.45M Shares 92,760 Share Price $58.75 * Est. Cost/Share $32.55 Unrealized @ Report Date +33.8%
DUK DUKE ENERGY CORP NEW COM NEW 1.0%
Value $5.285M Shares 57,721 Share Price $91.56 * Est. Cost/Share $54.88 Unrealized @ Report Date +37.1%
HD HOME DEPOT INC COM 0.9%
Value $5.017M Shares 18,889 Share Price $265.63 * Est. Cost/Share $109.43 Unrealized @ Report Date +114.9%
PFE PFIZER INC COM 0.9%
Value $4.896M Shares 132,999 Share Price $36.81 * Est. Cost/Share $21.77 Unrealized @ Report Date +32.5%
ENB ENBRIDGE INC COM 0.8%
Value $4.691M Shares 146,644 Share Price $31.99 * Est. Cost/Share $23.80 Unrealized @ Report Date -3.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value $4.667M Shares 20,127 Share Price $231.87 Est. Cost/Share $175.49 Unrealized @ Report Date +32.1%
VDC VANGUARD CONSUMER STAPLES ETF 0.8%
Value $4.543M Shares 26,120 Share Price $173.92 Est. Cost/Share $147.49 Unrealized @ Report Date +17.9%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.8%
Value $4.536M Shares 7,898 Share Price $574.27 Est. Cost/Share $290.90 Unrealized @ Report Date +94.2%
UNH UNITEDHEALTH GROUP INC COM 0.8%
Value $4.513M Shares 12,870 Share Price $350.68 * Est. Cost/Share $143.49 Unrealized @ Report Date +125.3%
D DOMINION ENERGY INC COM 0.8%
Value $4.492M Shares 59,733 Share Price $75.20 * Est. Cost/Share $51.23 Unrealized @ Report Date +17.8%
VOO VANGUARD S&P 500 ETF 0.8%
Value $4.457M Shares 12,968 Share Price $343.70 Est. Cost/Share $233.08 Unrealized @ Report Date +47.5%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.8%
Value $4.452M Shares 203,301 Share Price $21.90 Est. Cost/Share $21.21 Unrealized @ Report Date
XOM EXXON MOBIL CORP COM 0.8%
Value $4.268M Shares 103,545 Share Price $41.22 * Est. Cost/Share $46.60 Unrealized @ Report Date -27.7%
MDT MEDTRONIC PLC SHS 0.8%
Value $4.252M Shares 36,299 Share Price $117.14 * Est. Cost/Share $68.49 Unrealized @ Report Date +48.4%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.8%
Value $4.222M Shares 188,558 Share Price $22.39 Est. Cost/Share $21.27 Unrealized @ Report Date
WM WASTE MGMT INC DEL COM 0.7%
Value $4.045M Shares 34,299 Share Price $117.93 * Est. Cost/Share $45.95 Unrealized @ Report Date +137.2%
KO COCA COLA CO COM 0.7%
Value $4M Shares 72,932 Share Price $54.84 * Est. Cost/Share $32.33 Unrealized @ Report Date +45.9%
CMCSA COMCAST CORP NEW CL A 0.7%
Value $3.995M Shares 76,231 Share Price $52.40 * Est. Cost/Share $29.69 Unrealized @ Report Date +53.5%
PG PROCTER AND GAMBLE CO COM 0.7%
Value $3.901M Shares 28,037 Share Price $139.14 * Est. Cost/Share $68.72 Unrealized @ Report Date +78.7%
INVESCO BULLETSHARES 2021 CORP BD ETF 0.7%
Value $3.844M Shares 181,229 Share Price $21.21 Est. Cost/Share $21.13 Unrealized @ Report Date
NSC NORFOLK SOUTHN CORP COM 0.7%
Value $3.813M Shares 16,047 Share Price $237.61 * Est. Cost/Share $92.89 Unrealized @ Report Date +130.5%
T AT&T INC COM 0.7%
Value $3.782M Shares 131,508 Share Price $28.76 * Est. Cost/Share $14.55 Unrealized @ Report Date +6.7%
FISV FISERV INC COM 0.7%
Value $3.652M Shares 32,076 Share Price $113.86 Est. Cost/Share $69.68 Unrealized @ Report Date +63.4%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.7%
Value $3.649M Shares 119,067 Share Price $30.65 Est. Cost/Share $26.36 Unrealized @ Report Date +16.3%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.6%
Value $3.577M Shares 158,053 Share Price $22.63 Est. Cost/Share $21.26 Unrealized @ Report Date
CSX CSX CORP COM 0.6%
Value $3.56M Shares 39,228 Share Price $90.75 * Est. Cost/Share $10.97 Unrealized @ Report Date +157.8%
VHT VANGUARD HEALTH CARE ETF 0.6%
Value $3.376M Shares 15,091 Share Price $223.72 Est. Cost/Share $162.48 Unrealized @ Report Date +37.7%
SCHP SCHWAB US TIPS ETF 0.6%
Value $3.363M Shares 54,165 Share Price $62.08 * Est. Cost/Share $28.72 Unrealized @ Report Date +8.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value $3.357M Shares 7,207 Share Price $465.78 Est. Cost/Share $152.82 Unrealized @ Report Date +200.8%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.6%
Value $3.293M Shares 53,455 Share Price $61.60 Est. Cost/Share $61.51 Unrealized @ Report Date +0.1%
PEP PEPSICO INC COM 0.6%
Value $3.284M Shares 22,144 Share Price $148.30 * Est. Cost/Share $74.79 Unrealized @ Report Date +69.9%
ORCL ORACLE CORP COM 0.6%
Value $3.27M Shares 50,555 Share Price $64.69 * Est. Cost/Share $38.75 Unrealized @ Report Date +55.7%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.6%
Value $3.264M Shares 9,972 Share Price $327.29 * Est. Cost/Share $35.30 Unrealized @ Report Date +54.5%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.6%
Value $3.222M Shares 143,910 Share Price $22.39 Est. Cost/Share $20.67 Unrealized @ Report Date +8.3%
SO SOUTHERN CO COM 0.6%
Value $3.202M Shares 52,132 Share Price $61.43 * Est. Cost/Share $33.65 Unrealized @ Report Date +51.1%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.6%
Value $3.103M Shares 141,474 Share Price $21.93 Est. Cost/Share $20.31 Unrealized @ Report Date +8.0%
SYK STRYKER CORPORATION COM 0.5%
Value $2.927M Shares 11,945 Share Price $245.04 * Est. Cost/Share $102.98 Unrealized @ Report Date +126.0%
TFC TRUIST FINL CORP COM 0.5%
Value $2.889M Shares 60,274 Share Price $47.93 * Est. Cost/Share $34.83 Unrealized @ Report Date +8.8%
MA MASTERCARD INCORPORATED CL A 0.5%
Value $2.807M Shares 7,865 Share Price $356.94 * Est. Cost/Share $132.52 Unrealized @ Report Date +161.8%
QCOM QUALCOMM INC COM 0.5%
Value $2.771M Shares 18,192 Share Price $152.34 * Est. Cost/Share $47.24 Unrealized @ Report Date +189.6%
MRK MERCK & CO INC COM 0.5%
Value $2.703M Shares 33,050 Share Price $81.80 * Est. Cost/Share $37.96 Unrealized @ Report Date +75.5%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.5%
Value $2.681M Shares 113,518 Share Price $23.62 Est. Cost/Share $21.73 Unrealized @ Report Date +8.7%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.5%
Value $2.658M Shares 9,660 Share Price $275.18 Est. Cost/Share $166.48 Unrealized @ Report Date +65.3%
RSG REPUBLIC SVCS INC COM 0.5%
Value $2.634M Shares 27,356 Share Price $96.30 * Est. Cost/Share $55.50 Unrealized @ Report Date +62.6%
SON SONOCO PRODS CO COM 0.5%
Value $2.63M Shares 44,390 Share Price $59.25 * Est. Cost/Share $36.63 Unrealized @ Report Date +34.8%
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.5%
Value $2.574M Shares 118,067 Share Price $21.80 Est. Cost/Share $20.42 Unrealized @ Report Date +6.8%
JPM JPMORGAN CHASE & CO COM 0.5%
Value $2.552M Shares 20,080 Share Price $127.07 * Est. Cost/Share $52.25 Unrealized @ Report Date +113.6%
SHW SHERWIN WILLIAMS CO COM 0.5%
Value $2.544M Shares 3,462 Share Price $734.91 * Est. Cost/Share $129.07 Unrealized @ Report Date +81.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value $2.494M Shares 14,154 Share Price $176.20 * Est. Cost/Share $92.07 Unrealized @ Report Date +72.5%
EW EDWARDS LIFESCIENCES CORP COM 0.4%
Value $2.454M Shares 26,904 Share Price $91.23 Est. Cost/Share $64.69 Unrealized @ Report Date +41.0%
LLY ELI LILLY & CO COM 0.4%
Value $2.444M Shares 14,477 Share Price $168.84 * Est. Cost/Share $77.94 Unrealized @ Report Date +105.6%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value $2.326M Shares 39,778 Share Price $58.47 * Est. Cost/Share $34.11 Unrealized @ Report Date +51.1%
VO VANGUARD MID-CAP ETF 0.4%
Value $2.311M Shares 11,175 Share Price $206.77 * Est. Cost/Share $36.52 Unrealized @ Report Date +41.5%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.4%
Value $2.298M Shares 31,304 Share Price $73.41 Est. Cost/Share $71.21 Unrealized @ Report Date +3.1%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value $2.277M Shares 1,299 Share Price $1752.64 * Est. Cost/Share $49.35 Unrealized @ Report Date +76.2%
NEE NEXTERA ENERGY INC COM 0.4%
Value $2.249M Shares 29,157 Share Price $77.15 * Est. Cost/Share $56.49 Unrealized @ Report Date +20.2%
SBUX STARBUCKS CORP COM 0.4%
Value $2.187M Shares 20,443 Share Price $106.98 * Est. Cost/Share $50.48 Unrealized @ Report Date +89.4%
META META PLATFORMS INC CL A 0.4%
Value $2.152M Shares 7,877 Share Price $273.16 Est. Cost/Share $144.36 Unrealized @ Report Date +87.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.4%
Value $2.15M Shares 24,158 Share Price $89.00 * Est. Cost/Share $16.94 Unrealized @ Report Date +31.4%
CVS CVS HEALTH CORP COM 0.4%
Value $2.059M Shares 30,153 Share Price $68.30 * Est. Cost/Share $68.31 Unrealized @ Report Date -15.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value $2.052M Shares 10,543 Share Price $194.64 Est. Cost/Share $123.90 Unrealized @ Report Date +57.1%
CSCO CISCO SYS INC COM 0.4%
Value $2.021M Shares 45,169 Share Price $44.75 * Est. Cost/Share $21.07 Unrealized @ Report Date +82.2%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value $2.007M Shares 5,369 Share Price $373.88 Est. Cost/Share $258.33 Unrealized @ Report Date +44.7%
BAC BANK AMERICA CORP COM 0.4%
Value $1.955M Shares 64,503 Share Price $30.31 * Est. Cost/Share $14.69 Unrealized @ Report Date +82.9%
BAX BAXTER INTL INC COM 0.3%
Value $1.862M Shares 23,203 Share Price $80.24 * Est. Cost/Share $39.09 Unrealized @ Report Date +84.5%
VB VANGUARD SMALL-CAP ETF 0.3%
Value $1.714M Shares 8,806 Share Price $194.68 Est. Cost/Share $135.38 Unrealized @ Report Date +43.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value $1.695M Shares 35,904 Share Price $47.21 Est. Cost/Share $41.80 Unrealized @ Report Date +13.0%
LHC GROUP INC COM 0.3%
Value $1.68M Shares 7,875 Share Price $213.32 Est. Cost/Share $85.59 Unrealized @ Report Date
GLW CORNING INC COM 0.3%
Value $1.625M Shares 45,151 Share Price $36.00 * Est. Cost/Share $14.51 Unrealized @ Report Date +116.3%
AMGN AMGEN INC COM 0.3%
Value $1.606M Shares 6,986 Share Price $229.92 * Est. Cost/Share $121.11 Unrealized @ Report Date +62.2%
TXN TEXAS INSTRS INC COM 0.3%
Value $1.512M Shares 9,211 Share Price $164.13 * Est. Cost/Share $57.71 Unrealized @ Report Date +146.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value $1.497M Shares 3,307 Share Price $452.57 * Est. Cost/Share $20.00 Unrealized @ Report Date +50.9%
DHR DANAHER CORPORATION COM 0.3%
Value $1.472M Shares 6,625 Share Price $222.14 * Est. Cost/Share $46.99 Unrealized @ Report Date +310.0%
COST COSTCO WHSL CORP NEW COM 0.3%
Value $1.471M Shares 3,904 Share Price $376.78 * Est. Cost/Share $180.13 Unrealized @ Report Date +97.9%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value $1.437M Shares 10,220 Share Price $140.58 * Est. Cost/Share $14.95 Unrealized @ Report Date +73.3%
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value $1.428M Shares 8,399 Share Price $169.99 Est. Cost/Share $137.01 Unrealized @ Report Date +24.1%
SPGI S&P GLOBAL INC COM 0.3%
Value $1.408M Shares 4,283 Share Price $328.73 * Est. Cost/Share $108.90 Unrealized @ Report Date +189.6%
SNPS SYNOPSYS INC COM 0.2%
Value $1.368M Shares 5,276 Share Price $259.24 Est. Cost/Share $52.00 Unrealized @ Report Date +398.6%
HUM HUMANA INC COM 0.2%
Value $1.365M Shares 3,327 Share Price $410.27 * Est. Cost/Share $170.82 Unrealized @ Report Date +129.4%
TGT TARGET CORP COM 0.2%
Value $1.347M Shares 7,633 Share Price $176.53 * Est. Cost/Share $64.10 Unrealized @ Report Date +139.7%
RTX RTX CORPORATION COM 0.2%
Value $1.347M Shares 18,841 Share Price $71.51 * Est. Cost/Share $52.69 Unrealized @ Report Date +21.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value $1.345M Shares 12,335 Share Price $109.04 Est. Cost/Share $29.90 Unrealized @ Report Date +264.7%
PAYX PAYCHEX INC COM 0.2%
Value $1.331M Shares 14,286 Share Price $93.18 * Est. Cost/Share $49.64 Unrealized @ Report Date +63.0%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value $1.314M Shares 14,151 Share Price $92.85 Est. Cost/Share $85.68 Unrealized @ Report Date +8.4%
LABORATORY CORP AMER HLDGS COM NEW 0.2%
Value $1.286M Shares 6,320 Share Price $203.55 Est. Cost/Share $139.64 Unrealized @ Report Date
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $1.281M Shares 3,608 Share Price $354.98 * Est. Cost/Share $254.65 Unrealized @ Report Date +21.5%
DG DOLLAR GEN CORP NEW COM 0.2%
Value $1.258M Shares 5,984 Share Price $210.30 * Est. Cost/Share $130.15 Unrealized @ Report Date +49.8%
BA BOEING CO COM 0.2%
Value $1.257M Shares 5,872 Share Price $214.06 Est. Cost/Share $142.62 Unrealized @ Report Date +50.1%
CL COLGATE PALMOLIVE CO COM 0.2%
Value $1.248M Shares 14,590 Share Price $85.51 * Est. Cost/Share $53.80 Unrealized @ Report Date +41.3%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.2%
Value $1.231M Shares 47,950 Share Price $25.68 Est. Cost/Share $21.63 Unrealized @ Report Date
WMT WALMART INC COM 0.2%
Value $1.228M Shares 8,519 Share Price $144.16 * Est. Cost/Share $27.46 Unrealized @ Report Date +63.5%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value $1.225M Shares 550 Share Price $2227.27 Est. Cost/Share $1227.62 Unrealized @ Report Date +78.5%
CVX CHEVRON CORP NEW COM 0.2%
Value $1.225M Shares 14,500 Share Price $84.45 * Est. Cost/Share $62.24 Unrealized @ Report Date +9.7%
AMAT APPLIED MATLS INC COM 0.2%
Value $1.221M Shares 14,146 Share Price $86.30 * Est. Cost/Share $42.73 Unrealized @ Report Date +93.4%
MCK MCKESSON CORP COM 0.2%
Value $1.205M Shares 6,929 Share Price $173.92 * Est. Cost/Share $148.30 Unrealized @ Report Date +13.8%
PM PHILIP MORRIS INTL INC COM 0.2%
Value $1.149M Shares 13,873 Share Price $82.79 * Est. Cost/Share $56.88 Unrealized @ Report Date +14.3%
UNM UNUM GROUP COM 0.2%
Value $1.133M Shares 49,403 Share Price $22.94 Est. Cost/Share $29.42 Unrealized @ Report Date -22.0%
ECL ECOLAB INC COM 0.2%
Value $1.116M Shares 5,158 Share Price $216.36 * Est. Cost/Share $103.53 Unrealized @ Report Date +97.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value $1.11M Shares 9,626 Share Price $115.29 * Est. Cost/Share $80.95 Unrealized @ Report Date +33.6%
WY WEYERHAEUSER CO MTN BE COM NEW 0.2%
Value $1.101M Shares 32,825 Share Price $33.53 * Est. Cost/Share $19.14 Unrealized @ Report Date +43.2%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.2%
Value $1.051M Shares 14,909 Share Price $70.50 Est. Cost/Share $60.27 Unrealized @ Report Date +17.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value $1.043M Shares 12,577 Share Price $82.90 Est. Cost/Share $80.09 Unrealized @ Report Date +3.5%
MET METLIFE INC COM 0.2%
Value $1.04M Shares 22,147 Share Price $46.95 * Est. Cost/Share $26.74 Unrealized @ Report Date +50.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value $1.031M Shares 7,542 Share Price $136.73 Est. Cost/Share $124.46 Unrealized @ Report Date +9.9%
AFL AFLAC INC COM 0.2%
Value $1.022M Shares 22,972 Share Price $44.47 * Est. Cost/Share $30.23 Unrealized @ Report Date +30.9%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value $1.02M Shares 5,002 Share Price $203.88 * Est. Cost/Share $98.11 Unrealized @ Report Date +85.1%
AXP AMERICAN EXPRESS CO COM 0.2%
Value $1.019M Shares 8,431 Share Price $120.91 * Est. Cost/Share $55.07 Unrealized @ Report Date +106.0%
FOXA FOX CORP CL A COM 0.2%
Value $1.016M Shares 34,881 Share Price $29.12 * Est. Cost/Share $34.30 Unrealized @ Report Date -20.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.2%
Value $1.007M Shares 6,587 Share Price $152.88 * Est. Cost/Share $59.72 Unrealized @ Report Date +125.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value $986K Shares 10,149 Share Price $97.14 Est. Cost/Share $86.10 Unrealized @ Report Date +12.8%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value $983K Shares 23,161 Share Price $42.44 * Est. Cost/Share $29.39 Unrealized @ Report Date +25.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value $978K Shares 7,768 Share Price $125.88 * Est. Cost/Share $86.93 Unrealized @ Report Date +12.6%
L LOEWS CORP COM 0.2%
Value $959K Shares 21,300 Share Price $45.02 Est. Cost/Share $36.13 Unrealized @ Report Date +22.3%
F FORD MTR CO DEL COM 0.2%
Value $951K Shares 108,237 Share Price $8.79 * Est. Cost/Share $6.36 Unrealized @ Report Date +4.9%
MCO MOODYS CORP COM 0.2%
Value $932K Shares 3,210 Share Price $290.24 * Est. Cost/Share $93.83 Unrealized @ Report Date +196.6%
FLEETCOR TECHNOLOGIES INC COM 0.2%
Value $928K Shares 3,403 Share Price $272.83 Est. Cost/Share $221.37 Unrealized @ Report Date
CPRT COPART INC COM 0.2%
Value $917K Shares 7,205 Share Price $127.25 * Est. Cost/Share $9.04 Unrealized @ Report Date +251.9%
CFR CULLEN FROST BANKERS INC COM 0.2%
Value $912K Shares 10,450 Share Price $87.23 * Est. Cost/Share $73.48 Unrealized @ Report Date +2.6%
UNILEVER PLC SPON ADR NEW 0.2%
Value $887K Shares 14,689 Share Price $60.36 Est. Cost/Share $45.56 Unrealized @ Report Date
ATO ATMOS ENERGY CORP COM 0.2%
Value $863K Shares 9,041 Share Price $95.43 * Est. Cost/Share $54.32 Unrealized @ Report Date +54.9%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value $861K Shares 9,115 Share Price $94.43 Est. Cost/Share $68.87 Unrealized @ Report Date +37.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value $856K Shares 3,278 Share Price $261.21 * Est. Cost/Share $107.21 Unrealized @ Report Date +126.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.2%
Value $852K Shares 10,399 Share Price $81.95 * Est. Cost/Share $54.84 Unrealized @ Report Date +38.3%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value $844K Shares 8,072 Share Price $104.51 Est. Cost/Share $85.10 Unrealized @ Report Date +22.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.2%
Value $842K Shares 5,487 Share Price $153.47 * Est. Cost/Share $68.98 Unrealized @ Report Date +101.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value $820K Shares 8,037 Share Price $102.04 Est. Cost/Share $101.01 Unrealized @ Report Date +1.0%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.1%
Value $800K Shares 74,967 Share Price $10.68 Est. Cost/Share $10.53 Unrealized @ Report Date
APD AIR PRODS & CHEMS INC COM 0.1%
Value $799K Shares 2,923 Share Price $273.22 * Est. Cost/Share $127.17 Unrealized @ Report Date +89.8%
DLTR DOLLAR TREE INC COM 0.1%
Value $797K Shares 7,380 Share Price $108.04 Est. Cost/Share $90.18 Unrealized @ Report Date +19.8%
GPN GLOBAL PMTS INC COM 0.1%
Value $790K Shares 3,666 Share Price $215.42 * Est. Cost/Share $129.62 Unrealized @ Report Date +59.1%
FTNT FORTINET INC COM 0.1%
Value $775K Shares 5,215 Share Price $148.53 * Est. Cost/Share $7.78 Unrealized @ Report Date +281.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $747K Shares 20,744 Share Price $36.01 * Est. Cost/Share $15.93 Unrealized @ Report Date +13.0%
C CITIGROUP INC COM NEW 0.1%
Value $718K Shares 11,643 Share Price $61.66 * Est. Cost/Share $43.52 Unrealized @ Report Date +18.5%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value $708K Shares 17,748 Share Price $39.88 Est. Cost/Share $71.07 Unrealized @ Report Date
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value $700K Shares 64,822 Share Price $10.80 * Est. Cost/Share $121.14 Unrealized @ Report Date -56.6%
KMI KINDER MORGAN INC DEL COM 0.1%
Value $689K Shares 50,438 Share Price $13.67 * Est. Cost/Share $10.72 Unrealized @ Report Date -4.7%
CI THE CIGNA GROUP COM 0.1%
Value $687K Shares 3,302 Share Price $208.18 * Est. Cost/Share $185.56 Unrealized @ Report Date +2.6%
NFLX NETFLIX INC COM 0.1%
Value $685K Shares 1,266 Share Price $540.73 * Est. Cost/Share $46.01 Unrealized @ Report Date +17.5%
TIP ISHARES TIPS BOND ETF 0.1%
Value $670K Shares 5,251 Share Price $127.65 Est. Cost/Share $113.76 Unrealized @ Report Date +12.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $654K Shares 2,847 Share Price $229.83 * Est. Cost/Share $36.45 Unrealized @ Report Date +26.1%
TAN INVESCO SOLAR ETF 0.1%
Value $654K Shares 6,365 Share Price $102.76 Est. Cost/Share $21.97 Unrealized @ Report Date +367.7%
SOUTHSTATE CORPORATION COM 0.1%
Value $638K Shares 8,821 Share Price $72.30 Est. Cost/Share $69.15 Unrealized @ Report Date
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value $632K Shares 2,398 Share Price $263.71 * Est. Cost/Share $168.45 Unrealized @ Report Date +39.0%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value $625K Shares 8,174 Share Price $76.45 Est. Cost/Share $55.04 Unrealized @ Report Date +38.9%
MCD MCDONALDS CORP COM 0.1%
Value $620K Shares 2,891 Share Price $214.56 * Est. Cost/Share $162.31 Unrealized @ Report Date +17.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value $619K Shares 9,982 Share Price $62.03 * Est. Cost/Share $46.80 Unrealized @ Report Date +8.7%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.1%
Value $613K Shares 10,800 Share Price $56.73 Est. Cost/Share $53.87 Unrealized @ Report Date +5.3%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $606K Shares 1,988 Share Price $304.72 * Est. Cost/Share $190.91 Unrealized @ Report Date +47.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $600K Shares 3,173 Share Price $189.02 * Est. Cost/Share $103.26 Unrealized @ Report Date +65.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value $600K Shares 9,349 Share Price $64.14 * Est. Cost/Share $18.62 Unrealized @ Report Date +14.8%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $597K Shares 7,174 Share Price $83.27 * Est. Cost/Share $59.65 Unrealized @ Report Date +16.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $593K Shares 2,461 Share Price $241.14 * Est. Cost/Share $39.65 Unrealized @ Report Date +52.0%
MO ALTRIA GROUP INC COM 0.1%
Value $567K Shares 13,827 Share Price $41.00 * Est. Cost/Share $31.42 Unrealized @ Report Date -11.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value $561K Shares 6,597 Share Price $85.08 Est. Cost/Share $74.59 Unrealized @ Report Date +14.1%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value $558K Shares 13,528 Share Price $41.27 * Est. Cost/Share $12.00 Unrealized @ Report Date +75.9%
TE CONNECTIVITY LTD SHS 0.1%
Value $550K Shares 4,540 Share Price $121.07 Est. Cost/Share $63.25 Unrealized @ Report Date
CAT CATERPILLAR INC COM 0.1%
Value $545K Shares 2,996 Share Price $182.02 * Est. Cost/Share $118.03 Unrealized @ Report Date +40.2%
NVO NOVO-NORDISK A S ADR 0.1%
Value $544K Shares 7,787 Share Price $69.85 Est. Cost/Share $45.74 Unrealized @ Report Date +52.7%
BLACKROCK INC COM 0.1%
Value $540K Shares 749 Share Price $721.54 Est. Cost/Share $421.56 Unrealized @ Report Date
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value $529K Shares 26,986 Share Price $19.59 Est. Cost/Share $23.79 Unrealized @ Report Date
MMM 3M CO COM 0.1%
Value $528K Shares 3,018 Share Price $174.79 * Est. Cost/Share $107.47 Unrealized @ Report Date +13.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $520K Shares 7,134 Share Price $72.96 Est. Cost/Share $56.07 Unrealized @ Report Date +30.1%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $520K Shares 6,123 Share Price $84.93 Est. Cost/Share $85.37 Unrealized @ Report Date -0.5%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value $519K Shares 8,895 Share Price $58.36 Est. Cost/Share $51.64 Unrealized @ Report Date +13.0%
LKQ LKQ CORP COM 0.1%
Value $507K Shares 14,390 Share Price $35.24 * Est. Cost/Share $27.24 Unrealized @ Report Date +16.1%
SYNOVUS FINL CORP COM NEW 0.1%
Value $507K Shares 15,654 Share Price $32.37 Est. Cost/Share $32.93 Unrealized @ Report Date
ELV ELEVANCE HEALTH INC COM 0.1%
Value $507K Shares 1,578 Share Price $321.09 * Est. Cost/Share $228.62 Unrealized @ Report Date +31.2%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value $501K Shares 3,717 Share Price $134.83 * Est. Cost/Share $102.20 Unrealized @ Report Date +9.9%
ENTG ENTEGRIS INC COM 0.1%
Value $477K Shares 4,960 Share Price $96.10 Est. Cost/Share $37.46 Unrealized @ Report Date +151.5%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.1%
Value $476K Shares 14,924 Share Price $31.90 Est. Cost/Share $28.07 Unrealized @ Report Date +13.7%
FCCO FIRST CMNTY CORP S C COM 0.1%
Value $465K Shares 27,395 Share Price $16.99 * Est. Cost/Share $10.91 Unrealized @ Report Date +35.4%
TSN TYSON FOODS INC CL A 0.1%
Value $464K Shares 7,205 Share Price $64.44 * Est. Cost/Share $51.05 Unrealized @ Report Date +8.5%
PYPL PAYPAL HLDGS INC COM 0.1%
Value $459K Shares 1,960 Share Price $234.20 Est. Cost/Share $99.87 Unrealized @ Report Date +134.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value $447K Shares 13,250 Share Price $33.75 Est. Cost/Share $28.62 Unrealized @ Report Date +17.9%
AZO AUTOZONE INC COM 0.1%
Value $446K Shares 376 Share Price $1185.44 Est. Cost/Share $1068.42 Unrealized @ Report Date +11.0%
CCI CROWN CASTLE INC COM 0.1%
Value $445K Shares 2,796 Share Price $159.19 * Est. Cost/Share $82.21 Unrealized @ Report Date +53.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value $443K Shares 1,654 Share Price $267.66 Est. Cost/Share $218.28 Unrealized @ Report Date +22.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value $440K Shares 1,889 Share Price $232.73 Est. Cost/Share $251.68 Unrealized @ Report Date -7.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value $439K Shares 8,768 Share Price $50.11 Est. Cost/Share $34.27 Unrealized @ Report Date +46.2%
DVA DAVITA INC COM 0.1%
Value $438K Shares 3,730 Share Price $117.40 * Est. Cost/Share $64.65 Unrealized @ Report Date +57.6%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value $435K Shares 2,871 Share Price $151.40 * Est. Cost/Share $52.56 Unrealized @ Report Date +131.3%
ALL ALLSTATE CORP COM 0.1%
Value $424K Shares 3,854 Share Price $109.93 * Est. Cost/Share $61.57 Unrealized @ Report Date +57.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value $423K Shares 2,078 Share Price $203.75 * Est. Cost/Share $36.03 Unrealized @ Report Date +13.1%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value $419K Shares 3,168 Share Price $132.40 Est. Cost/Share $103.96 Unrealized @ Report Date +26.3%
DOV DOVER CORP COM 0.1%
Value $415K Shares 3,287 Share Price $126.25 * Est. Cost/Share $47.50 Unrealized @ Report Date +149.2%
ALB ALBEMARLE CORP COM 0.1%
Value $415K Shares 2,813 Share Price $147.52 * Est. Cost/Share $80.60 Unrealized @ Report Date +72.5%
CTAS CINTAS CORP COM 0.1%
Value $406K Shares 1,150 Share Price $353.46 * Est. Cost/Share $19.39 Unrealized @ Report Date +335.3%
BDX BECTON DICKINSON & CO COM 0.1%
Value $402K Shares 1,608 Share Price $250.22 * Est. Cost/Share $177.95 Unrealized @ Report Date +26.6%
TSLA TESLA INC COM 0.1%
Value $396K Shares 561 Share Price $705.67 * Est. Cost/Share $104.27 Unrealized @ Report Date +125.6%
MKTX MARKETAXESS HLDGS INC COM 0.1%
Value $390K Shares 684 Share Price $570.56 * Est. Cost/Share $386.64 Unrealized @ Report Date +39.1%
DLAPQ DELTA APPAREL INC COM 0.1%
Value $379K Shares 18,875 Share Price $20.07 * Est. Cost/Share $17.49 Unrealized @ Report Date +9.4%
AMLP ALERIAN MLP ETF 0.1%
Value $378K Shares 14,742 Share Price $25.66 Est. Cost/Share $51.43 Unrealized @ Report Date -50.1%
VFH VANGUARD FINANCIALS ETF 0.1%
Value $375K Shares 5,144 Share Price $72.85 Est. Cost/Share $66.48 Unrealized @ Report Date +9.6%
VUG VANGUARD GROWTH ETF 0.1%
Value $365K Shares 1,440 Share Price $253.36 * Est. Cost/Share $18.18 Unrealized @ Report Date +132.3%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value $359K Shares 3,770 Share Price $95.11 * Est. Cost/Share $42.42 Unrealized @ Report Date +111.8%
ALLY ALLY FINL INC COM 0.1%
Value $353K Shares 9,910 Share Price $35.66 * Est. Cost/Share $16.34 Unrealized @ Report Date +84.7%
NKE NIKE INC CL B 0.1%
Value $353K Shares 2,495 Share Price $141.47 * Est. Cost/Share $55.25 Unrealized @ Report Date +138.5%
GBDC GOLUB CAP BDC INC COM 0.1%
Value $351K Shares 24,839 Share Price $14.14 * Est. Cost/Share $8.49 Unrealized @ Report Date +1.1%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value $351K Shares 7,421 Share Price $47.29 Est. Cost/Share $34.09 Unrealized @ Report Date +38.7%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value $342K Shares 1,562 Share Price $219.05 * Est. Cost/Share $162.58 Unrealized @ Report Date +24.1%
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value $342K Shares 3,095 Share Price $110.53 Est. Cost/Share $110.72 Unrealized @ Report Date -0.2%
VPU VANGUARD UTILITIES ETF 0.1%
Value $338K Shares 2,460 Share Price $137.22 Est. Cost/Share $121.52 Unrealized @ Report Date +12.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value $333K Shares 3,664 Share Price $90.99 * Est. Cost/Share $11.57 Unrealized @ Report Date +31.1%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $332K Shares 3,625 Share Price $91.51 Est. Cost/Share $82.00 Unrealized @ Report Date +11.6%
DHI D R HORTON INC COM 0.1%
Value $327K Shares 4,747 Share Price $68.92 * Est. Cost/Share $29.30 Unrealized @ Report Date +123.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value $326K Shares 2,309 Share Price $141.17 Est. Cost/Share $92.82 Unrealized @ Report Date +52.1%
IWL ISHARES RUSSELL TOP 200 ETF 0.1%
Value $318K Shares 3,519 Share Price $90.29 Est. Cost/Share $81.20 Unrealized @ Report Date
PHM PULTE GROUP INC COM 0.1%
Value $317K Shares 7,343 Share Price $43.12 * Est. Cost/Share $20.27 Unrealized @ Report Date +102.6%
DE DEERE & CO COM 0.1%
Value $314K Shares 1,168 Share Price $269.05 * Est. Cost/Share $105.99 Unrealized @ Report Date +137.8%
DOW DOW INC COM 0.1%
Value $308K Shares 5,552 Share Price $55.50 * Est. Cost/Share $36.37 Unrealized @ Report Date +16.3%
COP CONOCOPHILLIPS COM 0.1%
Value $306K Shares 7,652 Share Price $39.99 * Est. Cost/Share $28.98 Unrealized @ Report Date +15.3%
INTU INTUIT COM 0.1%
Value $306K Shares 805 Share Price $379.85 * Est. Cost/Share $265.09 Unrealized @ Report Date +38.9%
TCBI TEXAS CAP BANCSHARES INC COM 0.1%
Value $302K Shares 5,071 Share Price $59.50 * Est. Cost/Share $66.61 Unrealized @ Report Date -25.9%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value $301K Shares 4,935 Share Price $61.08 Est. Cost/Share $54.45 Unrealized @ Report Date +12.2%
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value $301K Shares 1,513 Share Price $199.14 * Est. Cost/Share $83.23 Unrealized @ Report Date +99.1%
GDX VANECK GOLD MINERS ETF 0.1%
Value $301K Shares 8,350 Share Price $36.02 Est. Cost/Share $21.38 Unrealized @ Report Date +68.5%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $299K Shares 3,415 Share Price $87.68 * Est. Cost/Share $17.68 Unrealized @ Report Date -0.8%
MPC MARATHON PETE CORP COM 0.1%
Value $298K Shares 7,213 Share Price $41.36 * Est. Cost/Share $34.28 Unrealized @ Report Date +5.8%
WEC WEC ENERGY GROUP INC COM 0.1%
Value $294K Shares 3,198 Share Price $92.03 * Est. Cost/Share $40.72 Unrealized @ Report Date +91.2%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value $292K Shares 10,163 Share Price $28.78 Est. Cost/Share $27.74 Unrealized @ Report Date
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value $291K Shares 2,875 Share Price $101.10 Est. Cost/Share $22.93 Unrealized @ Report Date +340.9%
VTRS VIATRIS INC COM 0.1%
Value $289K Shares 15,426 Share Price $18.74 * Est. Cost/Share $13.33 Unrealized @ Report Date +14.9%
CLX CLOROX CO DEL COM 0.1%
Value $288K Shares 1,427 Share Price $201.92 * Est. Cost/Share $95.21 Unrealized @ Report Date +81.1%
BX BLACKSTONE INC COM 0.1%
Value $285K Shares 4,400 Share Price $64.81 * Est. Cost/Share $27.29 Unrealized @ Report Date +99.8%
WFC WELLS FARGO CO NEW COM 0.1%
Value $281K Shares 9,305 Share Price $30.18 * Est. Cost/Share $37.70 Unrealized @ Report Date -28.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value $279K Shares 5,528 Share Price $50.41 * Est. Cost/Share $37.84 Unrealized @ Report Date +15.9%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $277K Shares 2,095 Share Price $132.09 Est. Cost/Share $87.74 Unrealized @ Report Date +50.5%
HEI HEICO CORP NEW COM 0.0%
Value $274K Shares 2,066 Share Price $132.40 Est. Cost/Share $55.42 Unrealized @ Report Date +138.9%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value $273K Shares 11,625 Share Price $23.48 Est. Cost/Share $25.80 Unrealized @ Report Date -9.0%
EMR EMERSON ELEC CO COM 0.0%
Value $273K Shares 3,396 Share Price $80.37 * Est. Cost/Share $47.57 Unrealized @ Report Date +52.3%
EMN EASTMAN CHEM CO COM 0.0%
Value $272K Shares 2,711 Share Price $100.28 * Est. Cost/Share $52.65 Unrealized @ Report Date +59.9%
CCK CROWN HLDGS INC COM 0.0%
Value $271K Shares 2,709 Share Price $100.20 * Est. Cost/Share $45.17 Unrealized @ Report Date +110.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $269K Shares 329 Share Price $818.10 * Est. Cost/Share $188.33 Unrealized @ Report Date +44.8%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $268K Shares 7,095 Share Price $37.72 * Est. Cost/Share $17.13 Unrealized @ Report Date +106.4%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $267K Shares 43,230 Share Price $6.18 Est. Cost/Share $12.59 Unrealized @ Report Date
DD DUPONT DE NEMOURS INC COM 0.0%
Value $267K Shares 3,751 Share Price $71.11 * Est. Cost/Share $33.20 Unrealized @ Report Date -18.6%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value $264K Shares 6,921 Share Price $38.17 Est. Cost/Share $33.05 Unrealized @ Report Date +15.5%
COR CENCORA INC COM 0.0%
Value $264K Shares 2,696 Share Price $97.76 * Est. Cost/Share $65.97 Unrealized @ Report Date +34.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value $263K Shares 1,770 Share Price $148.82 * Est. Cost/Share $117.77 Unrealized @ Report Date +13.0%
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $261K Shares 11,166 Share Price $23.34 Est. Cost/Share $24.95 Unrealized @ Report Date
TDOC TELADOC HEALTH INC COM 0.0%
Value $257K Shares 1,286 Share Price $199.96 Est. Cost/Share $181.35 Unrealized @ Report Date +10.3%
HON HONEYWELL INTL INC COM 0.0%
Value $254K Shares 1,192 Share Price $212.70 * Est. Cost/Share $105.55 Unrealized @ Report Date +71.5%
EBAY EBAY INC. COM 0.0%
Value $253K Shares 5,039 Share Price $50.25 * Est. Cost/Share $22.92 Unrealized @ Report Date +100.9%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $253K Shares 1,650 Share Price $153.20 * Est. Cost/Share $125.37 Unrealized @ Report Date +12.4%
CRM SALESFORCE INC COM 0.0%
Value $251K Shares 1,128 Share Price $222.53 Est. Cost/Share $179.33 Unrealized @ Report Date +22.6%
CTVA CORTEVA INC COM 0.0%
Value $250K Shares 6,466 Share Price $38.72 * Est. Cost/Share $25.14 Unrealized @ Report Date +45.7%
CERNER CORP COM 0.0%
Value $249K Shares 3,175 Share Price $78.48 Est. Cost/Share $61.47 Unrealized @ Report Date
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $249K Shares 1,801 Share Price $138.13 Est. Cost/Share $117.75 Unrealized @ Report Date +17.3%
NIO NIO INC SPON ADS 0.0%
Value $244K Shares 5,000 Share Price $48.74 Est. Cost/Share $48.74 Unrealized @ Report Date
CMC MATERIALS INC COM 0.0%
Value $243K Shares 1,605 Share Price $151.30 Est. Cost/Share $109.52 Unrealized @ Report Date
SHELL PLC SPON ADR B 0.0%
Value $241K Shares 7,183 Share Price $33.61 Est. Cost/Share $52.42 Unrealized @ Report Date
YUM YUM BRANDS INC COM 0.0%
Value $241K Shares 2,223 Share Price $108.56 * Est. Cost/Share $45.84 Unrealized @ Report Date +115.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $235K Shares 3,004 Share Price $78.07 * Est. Cost/Share $63.08 Unrealized @ Report Date -2.8%
PSA PUBLIC STORAGE COM 0.0%
Value $231K Shares 1,000 Share Price $230.93 * Est. Cost/Share $145.21 Unrealized @ Report Date +28.3%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value $226K Shares 11,922 Share Price $18.94 * Est. Cost/Share $38.13 Unrealized @ Report Date -0.6%
KR KROGER CO COM 0.0%
Value $224K Shares 7,050 Share Price $31.76 * Est. Cost/Share $28.59 Unrealized @ Report Date -0.1%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $224K Shares 2,326 Share Price $96.20 Est. Cost/Share $92.81 Unrealized @ Report Date +3.6%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $224K Shares 4,117 Share Price $54.31 Est. Cost/Share $57.62 Unrealized @ Report Date -5.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value $223K Shares 2,970 Share Price $75.18 * Est. Cost/Share $41.19 Unrealized @ Report Date +78.1%
EVRG EVERGY INC COM 0.0%
Value $222K Shares 4,000 Share Price $55.51 * Est. Cost/Share $40.03 Unrealized @ Report Date +13.5%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value $222K Shares 4,451 Share Price $49.83 * Est. Cost/Share $27.92 Unrealized @ Report Date +53.7%
FLOTEK INDS INC DEL COM NEW 0.0%
Value $219K Shares 103,696 Share Price $2.11 Est. Cost/Share $2.71 Unrealized @ Report Date
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $217K Shares 190 Share Price $1139.68 Est. Cost/Share $321.80 Unrealized @ Report Date +254.2%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $216K Shares 1,363 Share Price $158.81 Est. Cost/Share $128.10 Unrealized @ Report Date +24.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $216K Shares 1,020 Share Price $211.82 Est. Cost/Share $57.65 Unrealized @ Report Date +267.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value $216K Shares 3,203 Share Price $67.45 Est. Cost/Share $58.14 Unrealized @ Report Date +16.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value $215K Shares 1,398 Share Price $154.09 * Est. Cost/Share $93.36 Unrealized @ Report Date +53.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $212K Shares 1,510 Share Price $140.37 * Est. Cost/Share $101.34 Unrealized @ Report Date +25.3%
OC OWENS CORNING NEW COM 0.0%
Value $212K Shares 2,795 Share Price $75.76 Est. Cost/Share $50.85 Unrealized @ Report Date +49.0%
PSX PHILLIPS 66 COM 0.0%
Value $211K Shares 3,019 Share Price $69.94 * Est. Cost/Share $56.15 Unrealized @ Report Date +2.5%
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $210K Shares 9,111 Share Price $23.10 Est. Cost/Share $25.05 Unrealized @ Report Date
ED CONSOLIDATED EDISON INC COM 0.0%
Value $210K Shares 2,900 Share Price $72.27 * Est. Cost/Share $63.62 Unrealized @ Report Date -5.1%
ZTS ZOETIS INC CL A 0.0%
Value $208K Shares 1,258 Share Price $165.50 * Est. Cost/Share $83.57 Unrealized @ Report Date +89.3%
HOLX HOLOGIC INC COM 0.0%
Value $208K Shares 2,850 Share Price $72.83 * Est. Cost/Share $40.39 Unrealized @ Report Date +74.8%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $207K Shares 8,300 Share Price $24.99 * Est. Cost/Share $24.25 Unrealized @ Report Date -19.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $207K Shares 5,509 Share Price $37.49 Est. Cost/Share $56.86 Unrealized @ Report Date -34.1%
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $204K Shares 8,023 Share Price $25.38 Est. Cost/Share $26.60 Unrealized @ Report Date
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $203K Shares 1,935 Share Price $104.99 Est. Cost/Share $62.58 Unrealized @ Report Date +67.8%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value $203K Shares 7,931 Share Price $25.61 Est. Cost/Share $24.77 Unrealized @ Report Date +3.4%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $202K Shares 8,118 Share Price $24.92 Est. Cost/Share $25.73 Unrealized @ Report Date
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $202K Shares 9,338 Share Price $21.64 * Est. Cost/Share $17.78 Unrealized @ Report Date +7.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $200K Shares 2,959 Share Price $67.55 * Est. Cost/Share $47.48 Unrealized @ Report Date +32.0%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $199K Shares 8,131 Share Price $24.51 Est. Cost/Share $24.86 Unrealized @ Report Date
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value $195K Shares 16,135 Share Price $12.11 Est. Cost/Share $14.00 Unrealized @ Report Date
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value $195K Shares 1,799 Share Price $108.21 * Est. Cost/Share $76.46 Unrealized @ Report Date +28.7%
GSK GSK PLC SPONSORED ADR 0.0%
Value $193K Shares 5,255 Share Price $36.80 Est. Cost/Share $39.04 Unrealized @ Report Date -7.5%
SYY SYSCO CORP COM 0.0%
Value $193K Shares 2,600 Share Price $74.26 * Est. Cost/Share $37.67 Unrealized @ Report Date +72.1%
CMI CUMMINS INC COM 0.0%
Value $193K Shares 850 Share Price $227.10 * Est. Cost/Share $108.82 Unrealized @ Report Date +84.8%
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $193K Shares 7,526 Share Price $25.62 Est. Cost/Share $24.41 Unrealized @ Report Date +5.0%
EXTENDED STAY AMER INC SHS 1 COM 1 CL B 0.0%
Value $188K Shares 12,722 Share Price $14.81 Est. Cost/Share $16.85 Unrealized @ Report Date
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $188K Shares 4,940 Share Price $37.99 Est. Cost/Share $31.59 Unrealized @ Report Date
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $184K Shares 649 Share Price $283.97 * Est. Cost/Share $152.67 Unrealized @ Report Date +80.3%
RYN RAYONIER INC COM 0.0%
Value $182K Shares 6,208 Share Price $29.38 Est. Cost/Share $24.72 Unrealized @ Report Date
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $181K Shares 1,465 Share Price $123.71 * Est. Cost/Share $74.15 Unrealized @ Report Date +58.2%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $179K Shares 5,000 Share Price $35.80 Est. Cost/Share $28.99 Unrealized @ Report Date +23.5%
MS MORGAN STANLEY COM NEW 0.0%
Value $178K Shares 2,600 Share Price $68.53 * Est. Cost/Share $26.82 Unrealized @ Report Date +117.8%
FORWARD AIR CORP COM 0.0%
Value $177K Shares 2,300 Share Price $76.84 Est. Cost/Share $55.58 Unrealized @ Report Date
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $176K Shares 4,728 Share Price $37.26 Est. Cost/Share $45.18 Unrealized @ Report Date
NVDA NVIDIA CORPORATION COM 0.0%
Value $173K Shares 331 Share Price $522.20 * Est. Cost/Share $6.95 Unrealized @ Report Date +87.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $171K Shares 1,334 Share Price $128.41 * Est. Cost/Share $11.63 Unrealized @ Report Date +38.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $169K Shares 798 Share Price $212.07 Est. Cost/Share $176.33 Unrealized @ Report Date +20.3%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $169K Shares 3,290 Share Price $51.39 * Est. Cost/Share $25.23 Unrealized @ Report Date +1.8%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $168K Shares 2,700 Share Price $62.16 * Est. Cost/Share $38.77 Unrealized @ Report Date +36.2%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value $165K Shares 3,350 Share Price $49.40 Est. Cost/Share $38.68 Unrealized @ Report Date
FFIV F5 INC COM 0.0%
Value $165K Shares 940 Share Price $175.94 Est. Cost/Share $123.18 Unrealized @ Report Date +42.8%
BRO BROWN & BROWN INC COM 0.0%
Value $165K Shares 3,480 Share Price $47.41 * Est. Cost/Share $20.49 Unrealized @ Report Date +123.8%
BWA BORGWARNER INC COM 0.0%
Value $160K Shares 4,150 Share Price $38.64 * Est. Cost/Share $30.65 Unrealized @ Report Date +3.2%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $155K Shares 2,957 Share Price $52.36 Est. Cost/Share $56.31 Unrealized @ Report Date -7.0%
NUE NUCOR CORP COM 0.0%
Value $155K Shares 2,907 Share Price $53.19 * Est. Cost/Share $33.14 Unrealized @ Report Date +48.5%
NUVEEN PFD & INCOME SECS FD COM 0.0%
Value $154K Shares 15,822 Share Price $9.73 Est. Cost/Share $8.97 Unrealized @ Report Date
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $153K Shares 1,197 Share Price $127.54 Est. Cost/Share $99.53 Unrealized @ Report Date +28.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $150K Shares 3,960 Share Price $37.90 * Est. Cost/Share $24.94 Unrealized @ Report Date -24.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $148K Shares 2,639 Share Price $56.23 Est. Cost/Share $51.89 Unrealized @ Report Date +8.4%
KELLANOVA COM 0.0%
Value $147K Shares 2,364 Share Price $62.23 * Est. Cost/Share $49.03 Unrealized @ Report Date +2.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value $143K Shares 4,243 Share Price $33.77 Est. Cost/Share $23.88 Unrealized @ Report Date
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $143K Shares 638 Share Price $224.46 * Est. Cost/Share $179.49 Unrealized @ Report Date +8.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value $142K Shares 1,958 Share Price $72.75 Est. Cost/Share $59.23 Unrealized @ Report Date +22.8%
HOUSTON WIRE & CABLE CO COM 0.0%
Value $142K Shares 51,000 Share Price $2.79 Est. Cost/Share $2.79 Unrealized @ Report Date
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $142K Shares 2,382 Share Price $59.53 * Est. Cost/Share $18.23 Unrealized @ Report Date +8.9%
URI UNITED RENTALS INC COM 0.0%
Value $141K Shares 610 Share Price $231.91 * Est. Cost/Share $140.24 Unrealized @ Report Date +60.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $141K Shares 1,636 Share Price $86.38 Est. Cost/Share $84.97 Unrealized @ Report Date +1.7%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $140K Shares 1,462 Share Price $95.60 * Est. Cost/Share $68.81 Unrealized @ Report Date +25.3%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $140K Shares 1,794 Share Price $77.89 Est. Cost/Share $51.07 Unrealized @ Report Date +52.5%
DAR DARLING INGREDIENTS INC COM 0.0%
Value $139K Shares 2,413 Share Price $57.68 * Est. Cost/Share $25.36 Unrealized @ Report Date +88.4%
CBRE CBRE GROUP INC CL A 0.0%
Value $137K Shares 2,190 Share Price $62.72 Est. Cost/Share $48.33 Unrealized @ Report Date +29.8%
CAH CARDINAL HEALTH INC COM 0.0%
Value $137K Shares 2,557 Share Price $53.57 * Est. Cost/Share $59.85 Unrealized @ Report Date -20.7%
GIS GENERAL MLS INC COM 0.0%
Value $135K Shares 2,301 Share Price $58.80 * Est. Cost/Share $41.77 Unrealized @ Report Date +18.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $134K Shares 1,943 Share Price $69.09 Est. Cost/Share $59.99 Unrealized @ Report Date +15.2%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $134K Shares 1,967 Share Price $67.88 Est. Cost/Share $56.20 Unrealized @ Report Date +20.8%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $133K Shares 733 Share Price $181.80 * Est. Cost/Share $13.95 Unrealized @ Report Date +62.9%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value $133K Shares 845 Share Price $157.51 * Est. Cost/Share $131.67 Unrealized @ Report Date +6.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $132K Shares 1,003 Share Price $131.75 Est. Cost/Share $107.85 Unrealized @ Report Date +22.2%
ETN EATON CORP PLC SHS 0.0%
Value $131K Shares 1,090 Share Price $120.14 * Est. Cost/Share $72.84 Unrealized @ Report Date +52.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $131K Shares 2,595 Share Price $50.31 * Est. Cost/Share $33.05 Unrealized @ Report Date +17.9%
EL LAUDER ESTEE COS INC CL A 0.0%
Value $130K Shares 488 Share Price $266.19 * Est. Cost/Share $117.80 Unrealized @ Report Date +110.3%
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value $129K Shares 5,500 Share Price $23.42 Est. Cost/Share $20.19 Unrealized @ Report Date
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $128K Shares 10,780 Share Price $11.85 * Est. Cost/Share $6.64 Unrealized @ Report Date +54.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $127K Shares 1,305 Share Price $96.96 Est. Cost/Share $80.95 Unrealized @ Report Date +19.8%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $125K Shares 2,197 Share Price $57.09 Est. Cost/Share $30.68 Unrealized @ Report Date +86.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $121K Shares 2,290 Share Price $53.04 * Est. Cost/Share $30.15 Unrealized @ Report Date +64.8%
PRIMIS FINANCIAL CORP COM 0.0%
Value $121K Shares 10,000 Share Price $12.11 Est. Cost/Share $17.28 Unrealized @ Report Date
VMC VULCAN MATLS CO COM 0.0%
Value $120K Shares 811 Share Price $148.31 * Est. Cost/Share $93.49 Unrealized @ Report Date +52.4%
LAM RESEARCH CORP COM 0.0%
Value $119K Shares 253 Share Price $472.27 Est. Cost/Share $423.27 Unrealized @ Report Date
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $118K Shares 1,910 Share Price $62.04 Est. Cost/Share $47.49 Unrealized @ Report Date +30.6%
POOL POOL CORP COM 0.0%
Value $118K Shares 318 Share Price $372.50 * Est. Cost/Share $192.80 Unrealized @ Report Date +82.3%
HPQ HP INC COM 0.0%
Value $118K Shares 4,788 Share Price $24.59 * Est. Cost/Share $8.05 Unrealized @ Report Date +157.6%
FNB F N B CORP COM 0.0%
Value $114K Shares 12,000 Share Price $9.50 * Est. Cost/Share $10.79 Unrealized @ Report Date -26.6%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value $113K Shares 3,821 Share Price $29.47 Est. Cost/Share $28.10 Unrealized @ Report Date +4.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value $111K Shares 3,749 Share Price $29.48 Est. Cost/Share $23.63 Unrealized @ Report Date +24.8%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value $110K Shares 7,489 Share Price $14.65 Est. Cost/Share $22.26 Unrealized @ Report Date -34.2%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $110K Shares 911 Share Price $120.20 Est. Cost/Share $90.31 Unrealized @ Report Date +33.1%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value $109K Shares 1,902 Share Price $57.41 Est. Cost/Share $55.70 Unrealized @ Report Date +3.1%
WSM WILLIAMS SONOMA INC COM 0.0%
Value $106K Shares 1,045 Share Price $101.84 * Est. Cost/Share $20.10 Unrealized @ Report Date +130.4%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value $105K Shares 2,485 Share Price $42.44 Est. Cost/Share $68.80 Unrealized @ Report Date
AUDC AUDIOCODES LTD ORD 0.0%
Value $105K Shares 3,812 Share Price $27.55 * Est. Cost/Share $22.22 Unrealized @ Report Date +13.9%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value $104K Shares 2,967 Share Price $35.05 Est. Cost/Share $27.90 Unrealized @ Report Date +25.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $103K Shares 1,999 Share Price $51.66 Est. Cost/Share $37.81 Unrealized @ Report Date +36.7%
TRAVEL PLUS LEISURE CO COM 0.0%
Value $103K Shares 2,300 Share Price $44.86 Est. Cost/Share $40.49 Unrealized @ Report Date
PATTERSON COS INC COM 0.0%
Value $102K Shares 3,450 Share Price $29.63 Est. Cost/Share $37.11 Unrealized @ Report Date
ISHARES IBONDS MAR 2023 TERM CORPORATE ETF 0.0%
Value $102K Shares 3,730 Share Price $27.28 Est. Cost/Share $26.41 Unrealized @ Report Date
CDK GLOBAL INC COM 0.0%
Value $101K Shares 1,957 Share Price $51.83 Est. Cost/Share $49.94 Unrealized @ Report Date
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $101K Shares 270 Share Price $375.39 Est. Cost/Share $268.75 Unrealized @ Report Date +39.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $101K Shares 370 Share Price $272.41 * Est. Cost/Share $110.27 Unrealized @ Report Date +131.1%
WESTROCK CO COM 0.0%
Value $100K Shares 2,307 Share Price $43.53 Est. Cost/Share $38.20 Unrealized @ Report Date
NWSA NEWS CORP NEW CL A 0.0%
Value $99,410 Shares 5,532 Share Price $17.97 * Est. Cost/Share $10.51 Unrealized @ Report Date +63.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value $98,923 Shares 435 Share Price $227.41 Est. Cost/Share $72.98 Unrealized @ Report Date +211.6%
LIN LINDE PLC SHS 0.0%
Value $98,816 Shares 375 Share Price $263.51 * Est. Cost/Share $198.70 Unrealized @ Report Date +23.8%
SJM SMUCKER J M CO COM NEW 0.0%
Value $98,607 Shares 853 Share Price $115.60 * Est. Cost/Share $95.52 Unrealized @ Report Date +2.6%
XYZ BLOCK INC CL A 0.0%
Value $97,938 Shares 450 Share Price $217.64 Est. Cost/Share $68.21 Unrealized @ Report Date +219.1%
PNR PENTAIR PLC SHS 0.0%
Value $96,571 Shares 1,819 Share Price $53.09 * Est. Cost/Share $32.52 Unrealized @ Report Date +52.8%
XYL XYLEM INC COM 0.0%
Value $96,395 Shares 947 Share Price $101.79 * Est. Cost/Share $32.65 Unrealized @ Report Date +194.2%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value $95,183 Shares 7,413 Share Price $12.84 Est. Cost/Share $19.64 Unrealized @ Report Date
MMS MAXIMUS INC COM 0.0%
Value $92,219 Shares 1,260 Share Price $73.19 Est. Cost/Share $63.03 Unrealized @ Report Date +16.1%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $90,843 Shares 919 Share Price $98.85 * Est. Cost/Share $60.10 Unrealized @ Report Date +50.4%
SOUTH JERSEY INDS INC COM 0.0%
Value $90,510 Shares 4,200 Share Price $21.55 Est. Cost/Share $29.71 Unrealized @ Report Date
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $89,926 Shares 1,979 Share Price $45.44 Est. Cost/Share $46.42 Unrealized @ Report Date
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $89,107 Shares 235 Share Price $379.18 * Est. Cost/Share $68.65 Unrealized @ Report Date +84.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $86,328 Shares 761 Share Price $113.44 Est. Cost/Share $84.70 Unrealized @ Report Date +33.9%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $85,914 Shares 5,120 Share Price $16.78 Est. Cost/Share $15.73 Unrealized @ Report Date
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $85,598 Shares 5,050 Share Price $16.95 Est. Cost/Share $7.45 Unrealized @ Report Date +127.5%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $85,520 Shares 5,183 Share Price $16.50 Est. Cost/Share $15.92 Unrealized @ Report Date
GLD SPDR GOLD SHARES 0.0%
Value $83,294 Shares 467 Share Price $178.36 Est. Cost/Share $129.58 Unrealized @ Report Date +37.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $81,816 Shares 59 Share Price $1386.71 * Est. Cost/Share $17.84 Unrealized @ Report Date +55.4%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value $81,198 Shares 1,735 Share Price $46.80 Est. Cost/Share $31.45 Unrealized @ Report Date
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $80,743 Shares 232 Share Price $348.03 Est. Cost/Share $336.46 Unrealized @ Report Date +3.4%
BF/B BROWN FORMAN CORP CL B 0.0%
Value $80,224 Shares 1,010 Share Price $79.43 * Est. Cost/Share $42.21 Unrealized @ Report Date +65.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value $79,265 Shares 493 Share Price $160.78 * Est. Cost/Share $42.82 Unrealized @ Report Date +87.7%
HSY HERSHEY CO COM 0.0%
Value $78,907 Shares 518 Share Price $152.33 * Est. Cost/Share $93.26 Unrealized @ Report Date +45.0%
PINNACLE FINL PARTNERS INC COM 0.0%
Value $78,504 Shares 1,219 Share Price $64.40 Est. Cost/Share $66.38 Unrealized @ Report Date
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $78,238 Shares 846 Share Price $92.48 * Est. Cost/Share $26.95 Unrealized @ Report Date +71.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $77,504 Shares 545 Share Price $142.21 Est. Cost/Share $128.47 Unrealized @ Report Date +10.7%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $76,092 Shares 3,747 Share Price $20.31 Est. Cost/Share $31.53 Unrealized @ Report Date -35.6%
STERICYCLE INC COM 0.0%
Value $75,708 Shares 1,092 Share Price $69.33 Est. Cost/Share $70.38 Unrealized @ Report Date
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $75,666 Shares 1,688 Share Price $44.83 Est. Cost/Share $39.07 Unrealized @ Report Date +14.7%
FUL FULLER H B CO COM 0.0%
Value $75,226 Shares 1,450 Share Price $51.88 * Est. Cost/Share $37.08 Unrealized @ Report Date +31.2%
USB US BANCORP DEL COM NEW 0.0%
Value $74,544 Shares 1,600 Share Price $46.59 * Est. Cost/Share $28.24 Unrealized @ Report Date +33.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $74,057 Shares 1,569 Share Price $47.20 Est. Cost/Share $41.85 Unrealized @ Report Date +12.8%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value $73,996 Shares 1,366 Share Price $54.17 Est. Cost/Share $29.24 Unrealized @ Report Date
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value $72,912 Shares 2,170 Share Price $33.60 Est. Cost/Share $25.66 Unrealized @ Report Date
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $71,796 Shares 1,158 Share Price $62.00 Est. Cost/Share $45.47 Unrealized @ Report Date +36.4%
VTR VENTAS INC COM 0.0%
Value $71,108 Shares 1,450 Share Price $49.04 * Est. Cost/Share $39.18 Unrealized @ Report Date -1.5%
USFD US FOODS HLDG CORP COM 0.0%
Value $69,118 Shares 2,075 Share Price $33.31 Est. Cost/Share $23.78 Unrealized @ Report Date +40.1%
PPL PPL CORP COM 0.0%
Value $69,005 Shares 2,447 Share Price $28.20 * Est. Cost/Share $22.29 Unrealized @ Report Date +4.3%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $68,300 Shares 1,238 Share Price $55.17 Est. Cost/Share $52.13 Unrealized @ Report Date +5.8%
DY DYCOM INDS INC COM 0.0%
Value $66,835 Shares 885 Share Price $75.52 Est. Cost/Share $49.86 Unrealized @ Report Date +51.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $66,588 Shares 573 Share Price $116.21 Est. Cost/Share $102.41 Unrealized @ Report Date +13.5%
MAXIM INTEGRATED PRODS INC COM 0.0%
Value $66,488 Shares 750 Share Price $88.65 Est. Cost/Share $48.61 Unrealized @ Report Date
NDAQ NASDAQ INC COM 0.0%
Value $66,370 Shares 500 Share Price $132.74 * Est. Cost/Share $32.57 Unrealized @ Report Date +26.9%
AVY AVERY DENNISON CORP COM 0.0%
Value $65,922 Shares 425 Share Price $155.11 * Est. Cost/Share $94.51 Unrealized @ Report Date +51.0%
VTV VANGUARD VALUE ETF 0.0%
Value $65,557 Shares 551 Share Price $118.98 Est. Cost/Share $112.29 Unrealized @ Report Date +5.9%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value $65,031 Shares 1,924 Share Price $33.80 Est. Cost/Share $35.47 Unrealized @ Report Date -4.7%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value $64,800 Shares 2,000 Share Price $32.40 Est. Cost/Share $27.45 Unrealized @ Report Date +18.0%
BBY BEST BUY INC COM 0.0%
Value $64,365 Shares 645 Share Price $99.79 * Est. Cost/Share $60.43 Unrealized @ Report Date +33.4%
HRL HORMEL FOODS CORP COM 0.0%
Value $63,856 Shares 1,370 Share Price $46.61 * Est. Cost/Share $30.92 Unrealized @ Report Date +30.1%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $63,626 Shares 420 Share Price $151.49 Est. Cost/Share $117.53 Unrealized @ Report Date +28.9%
EQIX EQUINIX INC COM 0.0%
Value $63,562 Shares 89 Share Price $714.18 * Est. Cost/Share $545.77 Unrealized @ Report Date +18.8%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $63,011 Shares 3,315 Share Price $19.01 Est. Cost/Share $21.26 Unrealized @ Report Date
CG CARLYLE GROUP INC COM 0.0%
Value $62,880 Shares 2,000 Share Price $31.44 * Est. Cost/Share $15.05 Unrealized @ Report Date +58.3%
EIX EDISON INTL COM 0.0%
Value $62,820 Shares 1,000 Share Price $62.82 * Est. Cost/Share $43.56 Unrealized @ Report Date +9.8%
IQV IQVIA HLDGS INC COM 0.0%
Value $62,710 Shares 350 Share Price $179.17 Est. Cost/Share $168.50 Unrealized @ Report Date +6.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value $60,303 Shares 681 Share Price $88.55 Est. Cost/Share $75.91 Unrealized @ Report Date +16.6%
FAST FASTENAL CO COM 0.0%
Value $58,596 Shares 1,200 Share Price $48.83 * Est. Cost/Share $11.53 Unrealized @ Report Date +87.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $58,501 Shares 344 Share Price $170.06 * Est. Cost/Share $142.68 Unrealized @ Report Date +12.2%
SNY SANOFI SPONSORED ADR 0.0%
Value $58,308 Shares 1,200 Share Price $48.59 Est. Cost/Share $40.93 Unrealized @ Report Date +18.7%
TPB TURNING PT BRANDS INC COM 0.0%
Value $57,928 Shares 1,300 Share Price $44.56 * Est. Cost/Share $37.78 Unrealized @ Report Date 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value $57,496 Shares 917 Share Price $62.70 * Est. Cost/Share $28.90 Unrealized @ Report Date +8.5%
CNC CENTENE CORP DEL COM 0.0%
Value $57,389 Shares 956 Share Price $60.03 * Est. Cost/Share $60.68 Unrealized @ Report Date +4.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $56,949 Shares 438 Share Price $130.02 * Est. Cost/Share $33.43 Unrealized @ Report Date +94.4%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $56,812 Shares 563 Share Price $100.91 Est. Cost/Share $89.32 Unrealized @ Report Date +13.0%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $56,355 Shares 3,900 Share Price $14.45 Est. Cost/Share $12.05 Unrealized @ Report Date
TKR TIMKEN CO COM 0.0%
Value $55,854 Shares 722 Share Price $77.36 Est. Cost/Share $47.31 Unrealized @ Report Date +63.5%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $55,530 Shares 2,544 Share Price $21.83 * Est. Cost/Share $50.31 Unrealized @ Report Date -61.0%
FMC FMC CORP COM NEW 0.0%
Value $55,396 Shares 482 Share Price $114.93 * Est. Cost/Share $85.44 Unrealized @ Report Date +15.0%
GPC GENUINE PARTS CO COM 0.0%
Value $55,237 Shares 550 Share Price $100.43 * Est. Cost/Share $66.65 Unrealized @ Report Date +31.4%
VLO VALERO ENERGY CORP COM 0.0%
Value $54,647 Shares 966 Share Price $56.57 * Est. Cost/Share $46.46 Unrealized @ Report Date +1.5%
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value $53,301 Shares 300 Share Price $177.67 Est. Cost/Share $85.84 Unrealized @ Report Date
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $53,193 Shares 357 Share Price $149.00 * Est. Cost/Share $68.21 Unrealized @ Report Date +82.4%
IEX IDEX CORP COM 0.0%
Value $53,186 Shares 267 Share Price $199.20 * Est. Cost/Share $146.15 Unrealized @ Report Date +28.2%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $52,522 Shares 850 Share Price $61.79 Est. Cost/Share $53.70 Unrealized @ Report Date +15.1%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $52,324 Shares 247 Share Price $211.84 Est. Cost/Share $143.20 Unrealized @ Report Date +47.9%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value $51,696 Shares 1,862 Share Price $27.76 Est. Cost/Share $23.78 Unrealized @ Report Date +16.8%
TTI TETRA TECHNOLOGIES INC DEL COM 0.0%
Value $51,690 Shares 60,000 Share Price $0.86 * Est. Cost/Share $0.69 Unrealized @ Report Date 0.0%
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value $51,096 Shares 886 Share Price $57.67 Est. Cost/Share $52.63 Unrealized @ Report Date
QTRX QUANTERIX CORP COM 0.0%
Value $50,406 Shares 1,084 Share Price $46.50 * Est. Cost/Share $22.82 Unrealized @ Report Date +91.3%
FE FIRSTENERGY CORP COM 0.0%
Value $50,143 Shares 1,638 Share Price $30.61 * Est. Cost/Share $22.45 Unrealized @ Report Date +10.9%
EA ELECTRONIC ARTS INC COM 0.0%
Value $49,973 Shares 348 Share Price $143.60 * Est. Cost/Share $104.24 Unrealized @ Report Date +34.1%
MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 0.0%
Value $49,802 Shares 1,480 Share Price $33.65 Est. Cost/Share $29.61 Unrealized @ Report Date +13.7%
MBB ISHARES MBS ETF 0.0%
Value $48,457 Shares 440 Share Price $110.13 Est. Cost/Share $108.99 Unrealized @ Report Date +1.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $48,283 Shares 366 Share Price $131.92 * Est. Cost/Share $89.47 Unrealized @ Report Date +42.2%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $48,263 Shares 2,994 Share Price $16.12 * Est. Cost/Share $9.19 Unrealized @ Report Date +43.6%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $48,056 Shares 800 Share Price $60.07 Est. Cost/Share $45.15 Unrealized @ Report Date +33.0%
ALC ALCON AG ORD SHS 0.0%
Value $47,836 Shares 725 Share Price $65.98 Est. Cost/Share $57.87 Unrealized @ Report Date +12.4%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $47,771 Shares 1,026 Share Price $46.56 Est. Cost/Share $47.62 Unrealized @ Report Date -2.2%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value $47,759 Shares 827 Share Price $57.75 Est. Cost/Share $52.86 Unrealized @ Report Date +9.2%
LEA LEAR CORP COM NEW 0.0%
Value $47,709 Shares 300 Share Price $159.03 * Est. Cost/Share $103.03 Unrealized @ Report Date +22.0%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value $47,685 Shares 660 Share Price $72.25 Est. Cost/Share $36.69 Unrealized @ Report Date +96.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value $47,259 Shares 59 Share Price $801.00 * Est. Cost/Share $30.15 Unrealized @ Report Date +165.7%
AWR AMER STATES WTR CO COM 0.0%
Value $46,593 Shares 586 Share Price $79.51 * Est. Cost/Share $47.02 Unrealized @ Report Date +52.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $46,489 Shares 794 Share Price $58.55 Est. Cost/Share $58.00 Unrealized @ Report Date +1.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $46,129 Shares 334 Share Price $138.11 * Est. Cost/Share $39.18 Unrealized @ Report Date +59.4%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $45,580 Shares 314 Share Price $145.16 * Est. Cost/Share $67.73 Unrealized @ Report Date +101.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $45,503 Shares 385 Share Price $118.19 Est. Cost/Share $110.54 Unrealized @ Report Date +6.9%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value $45,442 Shares 650 Share Price $69.91 Est. Cost/Share $115.66 Unrealized @ Report Date -39.6%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value $45,406 Shares 1,707 Share Price $26.60 Est. Cost/Share $27.91 Unrealized @ Report Date -4.7%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value $45,180 Shares 1,200 Share Price $37.65 Est. Cost/Share $36.19 Unrealized @ Report Date +4.0%
BIZD VANECK BDC INCOME ETF 0.0%
Value $45,158 Shares 3,289 Share Price $13.73 Est. Cost/Share $17.42 Unrealized @ Report Date -21.2%
CME CME GROUP INC COM 0.0%
Value $45,148 Shares 248 Share Price $182.05 * Est. Cost/Share $74.53 Unrealized @ Report Date +102.1%
PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 0.0%
Value $44,630 Shares 2,010 Share Price $22.20 Est. Cost/Share $24.01 Unrealized @ Report Date
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value $44,010 Shares 2,700 Share Price $16.30 Est. Cost/Share $13.61 Unrealized @ Report Date
SHEL SHELL PLC SPON ADS 0.0%
Value $43,574 Shares 1,240 Share Price $35.14 Est. Cost/Share $46.28 Unrealized @ Report Date -24.1%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value $43,261 Shares 1,162 Share Price $37.23 Est. Cost/Share $41.48 Unrealized @ Report Date -10.2%
SHOP SHOPIFY INC CL A 0.0%
Value $43,014 Shares 38 Share Price $1131.95 * Est. Cost/Share $35.16 Unrealized @ Report Date +221.9%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $42,927 Shares 265 Share Price $161.99 * Est. Cost/Share $76.44 Unrealized @ Report Date +94.9%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $42,638 Shares 170 Share Price $250.81 * Est. Cost/Share $146.34 Unrealized @ Report Date +57.3%
CHE CHEMED CORP NEW COM 0.0%
Value $42,609 Shares 80 Share Price $532.61 * Est. Cost/Share $482.75 Unrealized @ Report Date +0.1%
FRPT FRESHPET INC COM 0.0%
Value $42,597 Shares 300 Share Price $141.99 Est. Cost/Share $69.42 Unrealized @ Report Date +104.5%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value $42,578 Shares 672 Share Price $63.36 Est. Cost/Share $83.69 Unrealized @ Report Date
CC CHEMOURS CO COM 0.0%
Value $42,543 Shares 1,716 Share Price $24.79 * Est. Cost/Share $10.51 Unrealized @ Report Date +97.5%
IDXX IDEXX LABS INC COM 0.0%
Value $42,489 Shares 85 Share Price $499.87 Est. Cost/Share $206.43 Unrealized @ Report Date +142.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $41,992 Shares 100 Share Price $419.92 Est. Cost/Share $267.28 Unrealized @ Report Date +57.1%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $41,913 Shares 462 Share Price $90.72 Est. Cost/Share $79.20 Unrealized @ Report Date +14.5%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $41,679 Shares 1,121 Share Price $37.18 Est. Cost/Share $33.72 Unrealized @ Report Date +10.3%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value $41,356 Shares 400 Share Price $103.39 Est. Cost/Share $103.39 Unrealized @ Report Date
WMB WILLIAMS COS INC COM 0.0%
Value $41,103 Shares 2,050 Share Price $20.05 * Est. Cost/Share $16.93 Unrealized @ Report Date -7.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value $39,816 Shares 2,416 Share Price $16.48 Est. Cost/Share $29.59 Unrealized @ Report Date -44.3%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $39,299 Shares 1,300 Share Price $30.23 * Est. Cost/Share $17.98 Unrealized @ Report Date +29.3%
DVYA ISHARES ASIA/PACIFIC DIVIDEND ETF 0.0%
Value $39,081 Shares 1,033 Share Price $37.83 Est. Cost/Share $48.02 Unrealized @ Report Date
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $38,325 Shares 750 Share Price $51.10 Est. Cost/Share $49.28 Unrealized @ Report Date +3.7%
J JACOBS SOLUTIONS INC COM 0.0%
Value $38,136 Shares 350 Share Price $108.96 * Est. Cost/Share $79.35 Unrealized @ Report Date +9.1%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $38,031 Shares 290 Share Price $131.14 Est. Cost/Share $61.29 Unrealized @ Report Date +114.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $37,814 Shares 160 Share Price $236.34 Est. Cost/Share $242.20 Unrealized @ Report Date -2.4%
BP BP PLC SPONSORED ADR 0.0%
Value $37,675 Shares 1,836 Share Price $20.52 Est. Cost/Share $32.21 Unrealized @ Report Date -36.3%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $37,610 Shares 500 Share Price $75.22 Est. Cost/Share $65.66 Unrealized @ Report Date +14.6%
SEIC SEI INVTS CO COM 0.0%
Value $37,356 Shares 650 Share Price $57.47 * Est. Cost/Share $51.13 Unrealized @ Report Date +5.2%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value $37,188 Shares 2,207 Share Price $16.85 Est. Cost/Share $24.05 Unrealized @ Report Date -29.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $36,643 Shares 85 Share Price $431.09 * Est. Cost/Share $342.17 Unrealized @ Report Date +22.2%
CRMT AMERICAS CAR-MART INC COM 0.0%
Value $36,577 Shares 333 Share Price $109.84 * Est. Cost/Share $24.51 Unrealized @ Report Date +310.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $36,233 Shares 75 Share Price $483.11 Est. Cost/Share $572.11 Unrealized @ Report Date -16.0%
ARCONIC CORPORATION COM 0.0%
Value $35,998 Shares 1,208 Share Price $29.80 Est. Cost/Share $19.81 Unrealized @ Report Date
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $35,350 Shares 1,000 Share Price $35.35 Est. Cost/Share $37.55 Unrealized @ Report Date -5.9%
IAU ISHARES GOLD TRUST 0.0%
Value $35,154 Shares 1,939 Share Price $18.13 * Est. Cost/Share $36.52 Unrealized @ Report Date -0.7%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $35,095 Shares 179 Share Price $196.06 Est. Cost/Share $126.11 Unrealized @ Report Date +55.5%
PRG PROG HOLDINGS INC COM NPV 0.0%
Value $35,016 Shares 650 Share Price $53.87 * Est. Cost/Share $43.68 Unrealized @ Report Date +14.6%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $34,713 Shares 312 Share Price $111.26 Est. Cost/Share $56.05 Unrealized @ Report Date +96.0%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $34,669 Shares 100 Share Price $346.69 * Est. Cost/Share $22.52 Unrealized @ Report Date +196.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $34,554 Shares 376 Share Price $91.90 Est. Cost/Share $70.18 Unrealized @ Report Date +31.0%
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 0.0%
Value $34,539 Shares 600 Share Price $57.56 Est. Cost/Share $57.70 Unrealized @ Report Date
PARAMOUNT GLOBAL CLASS A COM 0.0%
Value $34,341 Shares 908 Share Price $37.82 Est. Cost/Share $44.87 Unrealized @ Report Date
AZTA AZENTA INC COM 0.0%
Value $33,925 Shares 500 Share Price $67.85 * Est. Cost/Share $62.04 Unrealized @ Report Date 0.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $33,728 Shares 800 Share Price $42.16 Est. Cost/Share $31.06 Unrealized @ Report Date +35.8%
KHC KRAFT HEINZ CO COM 0.0%
Value $33,287 Shares 960 Share Price $34.67 * Est. Cost/Share $40.00 Unrealized @ Report Date -31.3%
PETS PETMED EXPRESS INC COM 0.0%
Value $32,060 Shares 1,000 Share Price $32.06 * Est. Cost/Share $17.13 Unrealized @ Report Date +80.0%
RMD RESMED INC COM 0.0%
Value $31,884 Shares 150 Share Price $212.56 * Est. Cost/Share $105.66 Unrealized @ Report Date +92.8%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value $31,715 Shares 500 Share Price $63.43 * Est. Cost/Share $12.15 Unrealized @ Report Date +308.1%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $31,296 Shares 270 Share Price $115.91 Est. Cost/Share $107.64 Unrealized @ Report Date +7.7%
RHI ROBERT HALF INC. COM 0.0%
Value $31,240 Shares 500 Share Price $62.48 * Est. Cost/Share $54.14 Unrealized @ Report Date +10.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value $31,227 Shares 536 Share Price $58.26 * Est. Cost/Share $53.76 Unrealized @ Report Date -10.6%
TENNECO INC CL A VTG COM STK 0.0%
Value $30,740 Shares 2,900 Share Price $10.60 Est. Cost/Share $31.94 Unrealized @ Report Date
AVGO BROADCOM INC COM 0.0%
Value $29,774 Shares 68 Share Price $437.85 * Est. Cost/Share $26.73 Unrealized @ Report Date +47.3%
PGR PROGRESSIVE CORP COM 0.0%
Value $29,664 Shares 300 Share Price $98.88 * Est. Cost/Share $80.60 Unrealized @ Report Date +4.5%
IPGP IPG PHOTONICS CORP COM 0.0%
Value $29,540 Shares 132 Share Price $223.79 * Est. Cost/Share $112.09 Unrealized @ Report Date +78.7%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $29,535 Shares 426 Share Price $69.33 Est. Cost/Share $48.16 Unrealized @ Report Date +43.9%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value $29,360 Shares 2,000 Share Price $14.68 Est. Cost/Share $14.97 Unrealized @ Report Date
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value $29,029 Shares 183 Share Price $158.63 Est. Cost/Share $84.81 Unrealized @ Report Date +87.0%
ROST ROSS STORES INC COM 0.0%
Value $28,860 Shares 235 Share Price $122.81 * Est. Cost/Share $84.34 Unrealized @ Report Date +37.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $28,335 Shares 471 Share Price $60.16 Est. Cost/Share $55.03 Unrealized @ Report Date +9.3%
OKE ONEOK INC NEW COM 0.0%
Value $28,286 Shares 737 Share Price $38.38 * Est. Cost/Share $13.46 Unrealized @ Report Date +85.1%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value $28,250 Shares 1,000 Share Price $28.25 Est. Cost/Share $28.22 Unrealized @ Report Date +0.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $28,070 Shares 383 Share Price $73.29 * Est. Cost/Share $24.44 Unrealized @ Report Date +39.3%
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value $27,978 Shares 950 Share Price $29.45 * Est. Cost/Share $19.38 Unrealized @ Report Date +25.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $27,776 Shares 237 Share Price $117.20 Est. Cost/Share $116.17 Unrealized @ Report Date +0.9%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $27,763 Shares 448 Share Price $61.97 Est. Cost/Share $53.74 Unrealized @ Report Date +15.3%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $27,716 Shares 325 Share Price $85.28 * Est. Cost/Share $103.84 Unrealized @ Report Date -37.0%
NOW SERVICENOW INC COM 0.0%
Value $27,522 Shares 50 Share Price $550.44 * Est. Cost/Share $54.38 Unrealized @ Report Date +102.5%
MAC MACERICH CO COM 0.0%
Value $27,422 Shares 2,570 Share Price $10.67 Est. Cost/Share $8.97 Unrealized @ Report Date
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $27,322 Shares 180 Share Price $151.79 Est. Cost/Share $126.54 Unrealized @ Report Date +20.0%
RPAY REPAY HLDGS CORP COM CL A 0.0%
Value $27,250 Shares 1,000 Share Price $27.25 * Est. Cost/Share $12.17 Unrealized @ Report Date +100.4%
EDU NEW ORIENTAL ED & TECHNOLOGY G SPON ADR 0.0%
Value $26,942 Shares 145 Share Price $185.81 Est. Cost/Share $150.03 Unrealized @ Report Date
BIIB BIOGEN INC COM 0.0%
Value $26,935 Shares 110 Share Price $244.86 Est. Cost/Share $286.60 Unrealized @ Report Date -14.6%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $26,826 Shares 120 Share Price $223.55 Est. Cost/Share $162.01 Unrealized @ Report Date +38.0%
BBH VANECK BIOTECH ETF 0.0%
Value $26,302 Shares 155 Share Price $169.69 Est. Cost/Share $116.94 Unrealized @ Report Date +45.1%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $25,994 Shares 200 Share Price $129.97 Est. Cost/Share $125.65 Unrealized @ Report Date +3.4%
MFC MANULIFE FINL CORP COM 0.0%
Value $25,607 Shares 1,437 Share Price $17.82 Est. Cost/Share $16.39 Unrealized @ Report Date +8.7%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value $25,466 Shares 732 Share Price $34.79 Est. Cost/Share $37.12 Unrealized @ Report Date
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $25,032 Shares 650 Share Price $38.51 Est. Cost/Share $37.61 Unrealized @ Report Date +2.4%
GRWG GROWGENERATION CORP COM 0.0%
Value $24,936 Shares 620 Share Price $40.22 * Est. Cost/Share $24.01 Unrealized @ Report Date +12.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $24,883 Shares 210 Share Price $118.49 * Est. Cost/Share $60.84 Unrealized @ Report Date +88.3%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value $24,600 Shares 1,000 Share Price $24.60 * Est. Cost/Share $17.89 Unrealized @ Report Date 0.0%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value $24,453 Shares 330 Share Price $74.10 * Est. Cost/Share $87.63 Unrealized @ Report Date -47.5%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $24,368 Shares 200 Share Price $121.84 Est. Cost/Share $113.10 Unrealized @ Report Date +7.7%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value $24,312 Shares 400 Share Price $60.78 Est. Cost/Share $57.57 Unrealized @ Report Date +5.6%
HXL HEXCEL CORP NEW COM 0.0%
Value $24,245 Shares 500 Share Price $48.49 * Est. Cost/Share $43.84 Unrealized @ Report Date -0.7%
VFC V F CORP COM 0.0%
Value $23,915 Shares 280 Share Price $85.41 Est. Cost/Share $64.59 Unrealized @ Report Date +32.2%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $23,877 Shares 300 Share Price $79.59 Est. Cost/Share $53.02 Unrealized @ Report Date +50.1%
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value $23,744 Shares 265 Share Price $89.60 * Est. Cost/Share $91.78 Unrealized @ Report Date 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $23,320 Shares 400 Share Price $58.30 * Est. Cost/Share $42.29 Unrealized @ Report Date +16.6%
GM GENERAL MTRS CO COM 0.0%
Value $23,235 Shares 558 Share Price $41.64 * Est. Cost/Share $29.15 Unrealized @ Report Date +37.8%
MSM MSC INDL DIRECT INC CL A 0.0%
Value $23,207 Shares 275 Share Price $84.39 * Est. Cost/Share $79.07 Unrealized @ Report Date -2.4%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $23,172 Shares 200 Share Price $115.86 * Est. Cost/Share $62.07 Unrealized @ Report Date +54.2%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value $23,160 Shares 400 Share Price $57.90 Est. Cost/Share $51.29 Unrealized @ Report Date +12.9%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $22,982 Shares 270 Share Price $85.12 * Est. Cost/Share $63.24 Unrealized @ Report Date +9.3%
DNP SELECT INCOME FD INC COM 0.0%
Value $22,839 Shares 2,226 Share Price $10.26 Est. Cost/Share $10.60 Unrealized @ Report Date
MARATHON OIL CORP COM 0.0%
Value $22,745 Shares 3,410 Share Price $6.67 Est. Cost/Share $10.98 Unrealized @ Report Date
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $22,720 Shares 356 Share Price $63.82 Est. Cost/Share $53.50 Unrealized @ Report Date +19.3%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $22,670 Shares 273 Share Price $83.04 Est. Cost/Share $45.80 Unrealized @ Report Date +81.3%
IP INTERNATIONAL PAPER CO COM 0.0%
Value $22,473 Shares 452 Share Price $49.72 * Est. Cost/Share $25.28 Unrealized @ Report Date +50.1%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $22,375 Shares 255 Share Price $87.75 Est. Cost/Share $38.81 Unrealized @ Report Date +126.1%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value $21,807 Shares 182 Share Price $119.82 * Est. Cost/Share $52.93 Unrealized @ Report Date +13.2%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $21,315 Shares 563 Share Price $37.86 * Est. Cost/Share $49.33 Unrealized @ Report Date -31.5%
ES EVERSOURCE ENERGY COM 0.0%
Value $21,281 Shares 246 Share Price $86.51 * Est. Cost/Share $38.85 Unrealized @ Report Date +83.9%
MGA MAGNA INTL INC COM 0.0%
Value $21,240 Shares 300 Share Price $70.80 * Est. Cost/Share $33.44 Unrealized @ Report Date +49.5%
AEROJET ROCKETDYNE HLDGS INC COM 0.0%
Value $21,140 Shares 400 Share Price $52.85 Est. Cost/Share $39.89 Unrealized @ Report Date
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $21,006 Shares 259 Share Price $81.10 * Est. Cost/Share $16.30 Unrealized @ Report Date +65.9%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value $20,780 Shares 400 Share Price $51.95 Est. Cost/Share $53.46 Unrealized @ Report Date -2.8%
RY ROYAL BK CDA COM 0.0%
Value $20,679 Shares 252 Share Price $82.06 * Est. Cost/Share $56.45 Unrealized @ Report Date +37.1%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value $20,532 Shares 550 Share Price $37.33 Est. Cost/Share $37.33 Unrealized @ Report Date
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value $20,430 Shares 650 Share Price $31.43 Est. Cost/Share $23.21 Unrealized @ Report Date +35.4%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value $19,936 Shares 370 Share Price $53.88 Est. Cost/Share $51.82 Unrealized @ Report Date +4.0%
GXC SPDR S&P CHINA ETF 0.0%
Value $19,532 Shares 150 Share Price $130.21 Est. Cost/Share $69.79 Unrealized @ Report Date
WELL WELLTOWER INC COM 0.0%
Value $19,386 Shares 300 Share Price $64.62 * Est. Cost/Share $43.29 Unrealized @ Report Date +30.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $19,296 Shares 386 Share Price $49.99 Est. Cost/Share $35.98 Unrealized @ Report Date
DXC DXC TECHNOLOGY CO COM 0.0%
Value $19,055 Shares 740 Share Price $25.75 * Est. Cost/Share $62.87 Unrealized @ Report Date -66.1%
MFS INTER INCOME TR SH BEN INT 0.0%
Value $19,050 Shares 5,000 Share Price $3.81 Est. Cost/Share $4.31 Unrealized @ Report Date
NET CLOUDFLARE INC CL A COM 0.0%
Value $18,998 Shares 250 Share Price $75.99 Est. Cost/Share $17.02 Unrealized @ Report Date +346.4%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value $18,943 Shares 250 Share Price $75.77 Est. Cost/Share $58.52 Unrealized @ Report Date
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.0%
Value $18,816 Shares 345 Share Price $54.54 Est. Cost/Share $33.30 Unrealized @ Report Date
WESTERN ASSET INTER MUNI FD IN COM 0.0%
Value $18,400 Shares 2,000 Share Price $9.20 Est. Cost/Share $10.37 Unrealized @ Report Date
VCYT VERACYTE INC COM 0.0%
Value $18,157 Shares 371 Share Price $48.94 * Est. Cost/Share $25.89 Unrealized @ Report Date +79.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $18,058 Shares 364 Share Price $49.61 * Est. Cost/Share $44.13 Unrealized @ Report Date -6.2%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $18,054 Shares 2,191 Share Price $8.24 Est. Cost/Share $20.95 Unrealized @ Report Date
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value $17,844 Shares 150 Share Price $118.96 Est. Cost/Share $112.01 Unrealized @ Report Date +6.2%
UFI UNIFI INC COM NEW 0.0%
Value $17,740 Shares 1,000 Share Price $17.74 * Est. Cost/Share $23.74 Unrealized @ Report Date -34.8%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $17,574 Shares 100 Share Price $175.74 Est. Cost/Share $89.15 Unrealized @ Report Date +97.1%
ADI ANALOG DEVICES INC COM 0.0%
Value $17,284 Shares 117 Share Price $147.73 * Est. Cost/Share $94.13 Unrealized @ Report Date +43.8%
QTWO Q2 HLDGS INC COM 0.0%
Value $17,208 Shares 136 Share Price $126.53 * Est. Cost/Share $76.85 Unrealized @ Report Date +40.1%
PLUG PLUG POWER INC COM NEW 0.0%
Value $16,955 Shares 500 Share Price $33.91 Est. Cost/Share $2.56 Unrealized @ Report Date +1222.6%
TREX TREX CO INC COM 0.0%
Value $16,744 Shares 200 Share Price $83.72 * Est. Cost/Share $46.13 Unrealized @ Report Date +65.9%
AEE AMEREN CORP COM 0.0%
Value $16,728 Shares 214 Share Price $78.17 * Est. Cost/Share $37.08 Unrealized @ Report Date +81.8%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $16,574 Shares 190 Share Price $87.23 * Est. Cost/Share $51.78 Unrealized @ Report Date +58.8%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $16,390 Shares 405 Share Price $40.47 Est. Cost/Share $21.87 Unrealized @ Report Date +85.1%
SOUTHWESTERN ENERGY CO COM 0.0%
Value $15,773 Shares 5,293 Share Price $2.98 Est. Cost/Share $5.49 Unrealized @ Report Date
VDE VANGUARD ENERGY ETF 0.0%
Value $15,765 Shares 304 Share Price $51.86 Est. Cost/Share $80.27 Unrealized @ Report Date -35.4%
INVESCO MUNI INCOME OPP TRST COM 0.0%
Value $15,693 Shares 1,989 Share Price $7.89 Est. Cost/Share $7.13 Unrealized @ Report Date
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $15,520 Shares 200 Share Price $77.60 Est. Cost/Share $72.58 Unrealized @ Report Date +6.9%
QTS RLTY TR INC COM CL A 0.0%
Value $15,470 Shares 250 Share Price $61.88 Est. Cost/Share $37.05 Unrealized @ Report Date
ADSK AUTODESK INC COM 0.0%
Value $15,267 Shares 50 Share Price $305.34 Est. Cost/Share $168.13 Unrealized @ Report Date +81.6%
HAL HALLIBURTON CO COM 0.0%
Value $15,063 Shares 797 Share Price $18.90 * Est. Cost/Share $25.48 Unrealized @ Report Date -44.4%
SCI SERVICE CORP INTL COM 0.0%
Value $14,730 Shares 300 Share Price $49.10 Est. Cost/Share $28.51 Unrealized @ Report Date +72.2%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value $14,652 Shares 533 Share Price $27.49 Est. Cost/Share $27.21 Unrealized @ Report Date +1.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $14,630 Shares 1,000 Share Price $14.63 * Est. Cost/Share $10.77 Unrealized @ Report Date -0.7%
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value $14,400 Shares 1,000 Share Price $14.40 Est. Cost/Share $17.40 Unrealized @ Report Date
ZD ZIFF DAVIS INC COM 0.0%
Value $14,165 Shares 145 Share Price $97.69 * Est. Cost/Share $71.76 Unrealized @ Report Date +0.9%
PROSHARES ULTRASHORT S&P500 0.0%
Value $13,988 Shares 1,129 Share Price $12.39 Est. Cost/Share $30.72 Unrealized @ Report Date
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $13,980 Shares 1,000 Share Price $13.98 Est. Cost/Share $12.35 Unrealized @ Report Date
CB CHUBB LIMITED COM 0.0%
Value $13,853 Shares 90 Share Price $153.92 * Est. Cost/Share $101.52 Unrealized @ Report Date +41.3%
CLOUGH GLOBAL EQUITY FD COM 0.0%
Value $13,720 Shares 1,000 Share Price $13.72 Est. Cost/Share $10.65 Unrealized @ Report Date
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value $13,690 Shares 1,000 Share Price $13.69 Est. Cost/Share $11.93 Unrealized @ Report Date
PLMR PALOMAR HLDGS INC COM 0.0%
Value $13,593 Shares 153 Share Price $88.84 * Est. Cost/Share $46.85 Unrealized @ Report Date +79.6%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $13,517 Shares 290 Share Price $46.61 * Est. Cost/Share $44.25 Unrealized @ Report Date -2.0%
ALLE ALLEGION PLC ORD SHS 0.0%
Value $13,384 Shares 115 Share Price $116.38 * Est. Cost/Share $102.42 Unrealized @ Report Date +6.5%
FTV FORTIVE CORP COM 0.0%
Value $13,314 Shares 188 Share Price $70.82 * Est. Cost/Share $30.87 Unrealized @ Report Date +69.3%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value $13,291 Shares 100 Share Price $132.91 Est. Cost/Share $109.77 Unrealized @ Report Date +21.1%
DUKE REALTY CORP COM NEW 0.0%
Value $13,274 Shares 332 Share Price $39.98 Est. Cost/Share $38.85 Unrealized @ Report Date
SAP SAP SE SPON ADR 0.0%
Value $13,039 Shares 100 Share Price $130.39 Est. Cost/Share $126.13 Unrealized @ Report Date +3.4%
MFS MUN INCOME TR SH BEN INT 0.0%
Value $13,026 Shares 1,950 Share Price $6.68 Est. Cost/Share $6.24 Unrealized @ Report Date
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $13,012 Shares 216 Share Price $60.24 Est. Cost/Share $58.35 Unrealized @ Report Date +3.2%
AN AUTONATION INC COM 0.0%
Value $12,841 Shares 184 Share Price $69.79 Est. Cost/Share $48.43 Unrealized @ Report Date +44.1%
SR SPIRE INC COM 0.0%
Value $12,808 Shares 200 Share Price $64.04 Est. Cost/Share $71.02 Unrealized @ Report Date
XILINX INC COM 0.0%
Value $12,759 Shares 90 Share Price $141.77 Est. Cost/Share $94.71 Unrealized @ Report Date
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $12,654 Shares 55 Share Price $230.07 * Est. Cost/Share $20.56 Unrealized @ Report Date +86.5%
BLACKROCK MUNIYIELD INVT FD COM 0.0%
Value $12,582 Shares 900 Share Price $13.98 Est. Cost/Share $13.29 Unrealized @ Report Date
BLACKROCK MUNIHOLDINGS FD II I COM 0.0%
Value $12,072 Shares 800 Share Price $15.09 Est. Cost/Share $13.74 Unrealized @ Report Date
IR INGERSOLL RAND INC COM 0.0%
Value $12,028 Shares 264 Share Price $45.56 Est. Cost/Share $31.60 Unrealized @ Report Date +43.5%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value $12,002 Shares 166 Share Price $72.30 Est. Cost/Share $35.06 Unrealized @ Report Date
PKG PACKAGING CORP AMER COM 0.0%
Value $11,998 Shares 87 Share Price $137.91 * Est. Cost/Share $91.68 Unrealized @ Report Date +29.6%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $11,908 Shares 105 Share Price $113.41 Est. Cost/Share $67.19 Unrealized @ Report Date +68.8%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $11,640 Shares 125 Share Price $93.12 * Est. Cost/Share $81.85 Unrealized @ Report Date +6.7%
DIN DINE BRANDS GLOBAL INC COM 0.0%
Value $11,600 Shares 200 Share Price $58.00 * Est. Cost/Share $42.22 Unrealized @ Report Date +18.5%
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value $11,542 Shares 738 Share Price $15.64 * Est. Cost/Share $13.52 Unrealized @ Report Date +10.0%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $11,537 Shares 110 Share Price $104.88 Est. Cost/Share $92.96 Unrealized @ Report Date
NVT NVENT ELECTRIC PLC SHS 0.0%
Value $11,529 Shares 495 Share Price $23.29 * Est. Cost/Share $21.84 Unrealized @ Report Date -1.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $11,468 Shares 40 Share Price $286.70 Est. Cost/Share $254.86 Unrealized @ Report Date +12.5%
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value $11,414 Shares 150 Share Price $76.09 Est. Cost/Share $56.44 Unrealized @ Report Date +34.8%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $11,395 Shares 95 Share Price $119.95 Est. Cost/Share $107.04 Unrealized @ Report Date +12.1%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $11,194 Shares 180 Share Price $62.19 Est. Cost/Share $44.13 Unrealized @ Report Date +40.9%
CSW CSW INDUSTRIALS INC COM 0.0%
Value $11,191 Shares 100 Share Price $111.91 * Est. Cost/Share $70.66 Unrealized @ Report Date +54.8%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value $10,996 Shares 740 Share Price $14.86 Est. Cost/Share $13.59 Unrealized @ Report Date
OEF ISHARES S&P 100 ETF 0.0%
Value $10,985 Shares 64 Share Price $171.64 Est. Cost/Share $99.80 Unrealized @ Report Date +72.0%
FLAX FRANKLIN FTSE ASIA EX JAPAN ETF 0.0%
Value $10,848 Shares 393 Share Price $27.60 Est. Cost/Share $23.84 Unrealized @ Report Date
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value $10,731 Shares 422 Share Price $25.43 Est. Cost/Share $20.86 Unrealized @ Report Date +21.9%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $10,715 Shares 125 Share Price $85.72 * Est. Cost/Share $40.22 Unrealized @ Report Date +68.6%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $10,593 Shares 100 Share Price $105.93 Est. Cost/Share $98.69 Unrealized @ Report Date +7.3%
MDU MDU RES GROUP INC COM 0.0%
Value $10,536 Shares 400 Share Price $26.34 * Est. Cost/Share $8.01 Unrealized @ Report Date +8.3%
BLD TOPBUILD CORP COM 0.0%
Value $10,124 Shares 55 Share Price $184.07 Est. Cost/Share $27.04 Unrealized @ Report Date +580.8%
RUN SUNRUN INC COM 0.0%
Value $10,060 Shares 145 Share Price $69.38 * Est. Cost/Share $14.32 Unrealized @ Report Date +333.5%
PLD PROLOGIS INC. COM 0.0%
Value $9,966 Shares 100 Share Price $99.66 * Est. Cost/Share $74.69 Unrealized @ Report Date +16.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $9,796 Shares 200 Share Price $48.98 * Est. Cost/Share $16.90 Unrealized @ Report Date +158.8%
FLO FLOWERS FOODS INC COM 0.0%
Value $9,776 Shares 432 Share Price $22.63 * Est. Cost/Share $13.78 Unrealized @ Report Date +32.6%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $9,504 Shares 333 Share Price $28.54 Est. Cost/Share $13.55 Unrealized @ Report Date +107.9%
VYX NCR VOYIX CORPORATION COM 0.0%
Value $9,393 Shares 250 Share Price $37.57 * Est. Cost/Share $14.34 Unrealized @ Report Date +15.6%
KLAC KLA CORP COM NEW 0.0%
Value $9,321 Shares 36 Share Price $258.92 * Est. Cost/Share $178.95 Unrealized @ Report Date +37.1%
XPMQX PIMCO MUN INCOME FD III COM 0.0%
Value $9,215 Shares 775 Share Price $11.89 Est. Cost/Share $12.06 Unrealized @ Report Date
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $9,111 Shares 714 Share Price $12.76 * Est. Cost/Share $7.71 Unrealized @ Report Date +39.0%
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value $9,085 Shares 69 Share Price $131.67 * Est. Cost/Share $57.30 Unrealized @ Report Date +14.9%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $9,019 Shares 375 Share Price $24.05 Est. Cost/Share $22.55 Unrealized @ Report Date
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $8,988 Shares 250 Share Price $35.95 Est. Cost/Share $38.79 Unrealized @ Report Date -7.3%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $8,963 Shares 120 Share Price $74.69 Est. Cost/Share $89.88 Unrealized @ Report Date -18.3%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $8,869 Shares 100 Share Price $88.69 Est. Cost/Share $40.39 Unrealized @ Report Date +119.6%
LEG LEGGETT & PLATT INC COM 0.0%
Value $8,860 Shares 200 Share Price $44.30 * Est. Cost/Share $39.24 Unrealized @ Report Date +9.3%
UNFI UNITED NAT FOODS INC COM 0.0%
Value $8,784 Shares 550 Share Price $15.97 * Est. Cost/Share $30.94 Unrealized @ Report Date -45.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value $8,645 Shares 215 Share Price $40.21 * Est. Cost/Share $35.38 Unrealized @ Report Date +10.6%
BIGGQ BIG LOTS INC COM 0.0%
Value $8,586 Shares 200 Share Price $42.93 * Est. Cost/Share $37.48 Unrealized @ Report Date +17.1%
QRVO QORVO INC COM 0.0%
Value $8,314 Shares 50 Share Price $166.28 * Est. Cost/Share $124.00 Unrealized @ Report Date +18.7%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value $8,311 Shares 1,511 Share Price $5.50 Est. Cost/Share $5.50 Unrealized @ Report Date
GDDY GODADDY INC CL A 0.0%
Value $8,295 Shares 100 Share Price $82.95 Est. Cost/Share $75.39 Unrealized @ Report Date +10.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $8,085 Shares 244 Share Price $33.14 Est. Cost/Share $23.87 Unrealized @ Report Date
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value $8,076 Shares 600 Share Price $13.46 Est. Cost/Share $11.18 Unrealized @ Report Date
NI NISOURCE INC COM 0.0%
Value $8,029 Shares 350 Share Price $22.94 * Est. Cost/Share $15.66 Unrealized @ Report Date +25.6%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value $7,965 Shares 250 Share Price $31.86 Est. Cost/Share $43.71 Unrealized @ Report Date -27.1%
HP HELMERICH & PAYNE INC COM 0.0%
Value $7,712 Shares 333 Share Price $23.16 * Est. Cost/Share $52.86 Unrealized @ Report Date -63.3%
EQH EQUITABLE HLDGS INC COM 0.0%
Value $7,677 Shares 300 Share Price $25.59 * Est. Cost/Share $20.60 Unrealized @ Report Date +9.8%
MOLECULAR TEMPLATES INC COM NEW 0.0%
Value $7,643 Shares 814 Share Price $9.39 Est. Cost/Share $13.99 Unrealized @ Report Date
EXP EAGLE MATLS INC COM 0.0%
Value $7,601 Shares 75 Share Price $101.35 * Est. Cost/Share $79.23 Unrealized @ Report Date +24.4%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value $7,581 Shares 350 Share Price $21.66 * Est. Cost/Share $43.34 Unrealized @ Report Date -59.0%
WAB WABTEC COM 0.0%
Value $7,393 Shares 101 Share Price $73.20 * Est. Cost/Share $69.17 Unrealized @ Report Date +2.9%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value $7,355 Shares 500 Share Price $14.71 Est. Cost/Share $12.97 Unrealized @ Report Date
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value $7,167 Shares 99 Share Price $72.39 * Est. Cost/Share $29.43 Unrealized @ Report Date +23.0%
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value $7,161 Shares 1,540 Share Price $4.65 Est. Cost/Share $4.65 Unrealized @ Report Date
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $7,131 Shares 29 Share Price $245.90 * Est. Cost/Share $33.70 Unrealized @ Report Date +45.9%
NJR NEW JERSEY RES CORP COM 0.0%
Value $7,110 Shares 200 Share Price $35.55 * Est. Cost/Share $25.00 Unrealized @ Report Date +18.6%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $6,990 Shares 41 Share Price $170.49 * Est. Cost/Share $124.17 Unrealized @ Report Date +22.6%
IVZ INVESCO LTD SHS 0.0%
Value $6,972 Shares 400 Share Price $17.43 * Est. Cost/Share $18.42 Unrealized @ Report Date -32.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value $6,828 Shares 14 Share Price $487.71 Est. Cost/Share $373.79 Unrealized @ Report Date +30.5%
NUVEEN MUN VALUE FD INC COM 0.0%
Value $6,673 Shares 601 Share Price $11.10 Est. Cost/Share $10.20 Unrealized @ Report Date
TJX TJX COS INC NEW COM 0.0%
Value $6,624 Shares 97 Share Price $68.29 * Est. Cost/Share $41.00 Unrealized @ Report Date +54.7%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $6,604 Shares 422 Share Price $15.65 Est. Cost/Share $16.37 Unrealized @ Report Date
SKT TANGER INC COM 0.0%
Value $6,574 Shares 660 Share Price $9.96 Est. Cost/Share $9.32 Unrealized @ Report Date
FLR FLUOR CORP NEW COM 0.0%
Value $6,388 Shares 400 Share Price $15.97 * Est. Cost/Share $11.04 Unrealized @ Report Date +28.2%
MTB M & T BK CORP COM 0.0%
Value $6,365 Shares 50 Share Price $127.30 * Est. Cost/Share $104.02 Unrealized @ Report Date -7.1%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $6,325 Shares 46 Share Price $137.50 * Est. Cost/Share $121.19 Unrealized @ Report Date +10.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $6,307 Shares 92 Share Price $68.55 Est. Cost/Share $47.83 Unrealized @ Report Date +43.3%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value $6,287 Shares 150 Share Price $41.91 Est. Cost/Share $54.94 Unrealized @ Report Date
CIT GROUP INC COM NEW 0.0%
Value $6,247 Shares 174 Share Price $35.90 Est. Cost/Share $31.03 Unrealized @ Report Date
DLR DIGITAL RLTY TR INC COM 0.0%
Value $6,138 Shares 44 Share Price $139.50 * Est. Cost/Share $93.38 Unrealized @ Report Date +27.9%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $6,124 Shares 40 Share Price $153.10 Est. Cost/Share $58.47 Unrealized @ Report Date +161.9%
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value $6,054 Shares 110 Share Price $55.04 * Est. Cost/Share $29.21 Unrealized @ Report Date +46.1%
MAG SILVER CORP COM 0.0%
Value $5,992 Shares 292 Share Price $20.52 Est. Cost/Share $20.52 Unrealized @ Report Date
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $5,929 Shares 350 Share Price $16.94 * Est. Cost/Share $13.42 Unrealized @ Report Date +12.8%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $5,928 Shares 100 Share Price $59.28 * Est. Cost/Share $46.57 Unrealized @ Report Date +5.3%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $5,915 Shares 81 Share Price $73.02 Est. Cost/Share $59.41 Unrealized @ Report Date
HANESBRANDS INC COM 0.0%
Value $5,832 Shares 400 Share Price $14.58 Est. Cost/Share $22.06 Unrealized @ Report Date
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value $5,776 Shares 222 Share Price $26.02 * Est. Cost/Share $19.45 Unrealized @ Report Date +25.2%
OTEX OPEN TEXT CORP COM 0.0%
Value $5,683 Shares 125 Share Price $45.46 * Est. Cost/Share $33.59 Unrealized @ Report Date +10.5%
INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUND 0.0%
Value $5,631 Shares 100 Share Price $56.31 Est. Cost/Share $30.97 Unrealized @ Report Date
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value $5,595 Shares 753 Share Price $7.43 Est. Cost/Share $6.25 Unrealized @ Report Date
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value $5,561 Shares 150 Share Price $37.07 Est. Cost/Share $36.08 Unrealized @ Report Date
TRU TRANSUNION COM 0.0%
Value $5,556 Shares 56 Share Price $99.21 * Est. Cost/Share $84.11 Unrealized @ Report Date +6.1%
MR COOPER GROUP INC COM 0.0%
Value $5,523 Shares 178 Share Price $31.03 Est. Cost/Share $31.03 Unrealized @ Report Date
CAG CONAGRA BRANDS INC COM 0.0%
Value $5,439 Shares 150 Share Price $36.26 * Est. Cost/Share $25.35 Unrealized @ Report Date +13.9%
SHOO MADDEN STEVEN LTD COM 0.0%
Value $5,369 Shares 152 Share Price $35.32 * Est. Cost/Share $25.49 Unrealized @ Report Date 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value $5,316 Shares 54 Share Price $98.44 Est. Cost/Share $35.97 Unrealized @ Report Date +173.6%
CNK CINEMARK HLDGS INC COM 0.0%
Value $5,223 Shares 300 Share Price $17.41 * Est. Cost/Share $27.26 Unrealized @ Report Date -54.4%
BHP GROUP PLC SPONSORED ADR 0.0%
Value $5,197 Shares 98 Share Price $53.03 Est. Cost/Share $53.03 Unrealized @ Report Date
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $5,175 Shares 900 Share Price $5.75 Est. Cost/Share $5.75 Unrealized @ Report Date
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value $5,170 Shares 433 Share Price $11.94 * Est. Cost/Share $11.33 Unrealized @ Report Date 0.0%
GRMN GARMIN LTD SHS 0.0%
Value $5,145 Shares 43 Share Price $119.65 * Est. Cost/Share $98.98 Unrealized @ Report Date +8.5%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value $5,060 Shares 15 Share Price $337.33 Est. Cost/Share $319.79 Unrealized @ Report Date +5.5%
SNAP SNAP INC CL A 0.0%
Value $5,057 Shares 101 Share Price $50.07 * Est. Cost/Share $41.54 Unrealized @ Report Date 0.0%
DUFF PHELPS UTILITY&CORP BOND 0.0%
Value $5,010 Shares 500 Share Price $10.02 Est. Cost/Share $8.37 Unrealized @ Report Date
BARRICK GOLD CORP COM 0.0%
Value $4,966 Shares 218 Share Price $22.78 Est. Cost/Share $28.11 Unrealized @ Report Date
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $4,900 Shares 2,500 Share Price $1.96 Est. Cost/Share $3.43 Unrealized @ Report Date -42.8%
INDIA FD INC COM 0.0%
Value $4,884 Shares 245 Share Price $19.93 Est. Cost/Share $21.28 Unrealized @ Report Date
LGIH LGI HOMES INC COM 0.0%
Value $4,869 Shares 46 Share Price $105.85 * Est. Cost/Share $113.91 Unrealized @ Report Date 0.0%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value $4,851 Shares 351 Share Price $13.82 Est. Cost/Share $13.82 Unrealized @ Report Date
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value $4,849 Shares 375 Share Price $12.93 Est. Cost/Share $15.82 Unrealized @ Report Date
O REALTY INCOME CORP COM 0.0%
Value $4,787 Shares 77 Share Price $62.17 * Est. Cost/Share $45.09 Unrealized @ Report Date +3.8%
BILL BILL HOLDINGS INC COM 0.0%
Value $4,778 Shares 35 Share Price $136.51 * Est. Cost/Share $117.93 Unrealized @ Report Date 0.0%
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value $4,761 Shares 230 Share Price $20.70 * Est. Cost/Share $22.35 Unrealized @ Report Date 0.0%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value $4,749 Shares 36 Share Price $131.92 * Est. Cost/Share $105.54 Unrealized @ Report Date 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $4,698 Shares 280 Share Price $16.78 * Est. Cost/Share $12.03 Unrealized @ Report Date +14.9%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $4,574 Shares 36 Share Price $127.06 * Est. Cost/Share $92.98 Unrealized @ Report Date +14.5%
PRSU VIAD CORP COM 0.0%
Value $4,557 Shares 126 Share Price $36.17 Est. Cost/Share $27.25 Unrealized @ Report Date +32.7%
DISCOVER FINL SVCS COM 0.0%
Value $4,527 Shares 50 Share Price $90.54 Est. Cost/Share $37.00 Unrealized @ Report Date
CHGG CHEGG INC COM 0.0%
Value $4,517 Shares 50 Share Price $90.34 * Est. Cost/Share $79.46 Unrealized @ Report Date 0.0%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $4,496 Shares 45 Share Price $99.91 * Est. Cost/Share $51.77 Unrealized @ Report Date +57.1%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value $4,457 Shares 48 Share Price $92.85 Est. Cost/Share $46.86 Unrealized @ Report Date +98.1%
FSLY FASTLY INC CL A 0.0%
Value $4,369 Shares 50 Share Price $87.38 Est. Cost/Share $88.16 Unrealized @ Report Date 0.0%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $4,363 Shares 80 Share Price $54.54 Est. Cost/Share $31.39 Unrealized @ Report Date
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value $4,274 Shares 210 Share Price $20.35 Est. Cost/Share $20.07 Unrealized @ Report Date +1.4%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value $4,252 Shares 86 Share Price $49.44 Est. Cost/Share $43.59 Unrealized @ Report Date +13.4%
FERG1GBX FERGUSON PLC NEW SHS 0.0%
Value $4,249 Shares 35 Share Price $121.40 Est. Cost/Share $90.71 Unrealized @ Report Date
TRP TC ENERGY CORP COM 0.0%
Value $4,235 Shares 104 Share Price $40.72 * Est. Cost/Share $32.58 Unrealized @ Report Date -3.1%
LEN LENNAR CORP CL A 0.0%
Value $4,193 Shares 55 Share Price $76.24 * Est. Cost/Share $48.00 Unrealized @ Report Date +43.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $4,170 Shares 200 Share Price $20.85 * Est. Cost/Share $22.78 Unrealized @ Report Date -19.5%
DTE DTE ENERGY CO COM 0.0%
Value $4,128 Shares 34 Share Price $121.41 * Est. Cost/Share $51.98 Unrealized @ Report Date +68.6%
STOK STOKE THERAPEUTICS INC COM 0.0%
Value $4,087 Shares 66 Share Price $61.92 * Est. Cost/Share $25.15 Unrealized @ Report Date +82.3%
NEM NEWMONT CORP COM 0.0%
Value $3,953 Shares 66 Share Price $59.89 * Est. Cost/Share $27.95 Unrealized @ Report Date +83.0%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value $3,942 Shares 160 Share Price $24.64 * Est. Cost/Share $306.74 Unrealized @ Report Date -19.7%
VAW VANGUARD MATERIALS ETF 0.0%
Value $3,924 Shares 25 Share Price $156.96 Est. Cost/Share $147.16 Unrealized @ Report Date +6.7%
GTLS CHART INDS INC COM 0.0%
Value $3,887 Shares 33 Share Price $117.79 * Est. Cost/Share $58.46 Unrealized @ Report Date +65.2%
AZUL S A SPONSR ADR PFD 0.0%
Value $3,879 Shares 170 Share Price $22.82 Est. Cost/Share $42.80 Unrealized @ Report Date
STNE STONECO LTD COM CL A 0.0%
Value $3,860 Shares 46 Share Price $83.91 Est. Cost/Share $39.89 Unrealized @ Report Date
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value $3,855 Shares 58 Share Price $66.47 Est. Cost/Share $57.35 Unrealized @ Report Date +15.9%
U UNITY SOFTWARE INC COM 0.0%
Value $3,837 Shares 25 Share Price $153.48 * Est. Cost/Share $121.55 Unrealized @ Report Date 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value $3,815 Shares 250 Share Price $15.26 Est. Cost/Share $15.29 Unrealized @ Report Date -0.2%
ALASKA COMMUNICATIONS SYS GRP COM 0.0%
Value $3,764 Shares 1,020 Share Price $3.69 Est. Cost/Share $1.77 Unrealized @ Report Date
ARKK ARK INNOVATION ETF 0.0%
Value $3,735 Shares 30 Share Price $124.50 Est. Cost/Share $74.76 Unrealized @ Report Date +66.5%
WDAY WORKDAY INC CL A 0.0%
Value $3,594 Shares 15 Share Price $239.60 Est. Cost/Share $197.84 Unrealized @ Report Date +21.1%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $3,554 Shares 52 Share Price $68.35 Est. Cost/Share $63.11 Unrealized @ Report Date +8.3%
XBI SPDR S&P BIOTECH ETF 0.0%
Value $3,520 Shares 25 Share Price $140.80 Est. Cost/Share $81.40 Unrealized @ Report Date +73.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value $3,516 Shares 40 Share Price $87.90 Est. Cost/Share $77.60 Unrealized @ Report Date
EDIT EDITAS MEDICINE INC COM 0.0%
Value $3,506 Shares 50 Share Price $70.12 * Est. Cost/Share $41.08 Unrealized @ Report Date 0.0%
XXINSIXX INSIGHT SELECT INCOME FD COM 0.0%
Value $3,503 Shares 164 Share Price $21.36 Est. Cost/Share $21.36 Unrealized @ Report Date
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value $3,481 Shares 80 Share Price $43.51 Est. Cost/Share $30.88 Unrealized @ Report Date
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value $3,433 Shares 138 Share Price $24.88 Est. Cost/Share $27.67 Unrealized @ Report Date -10.1%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $3,413 Shares 50 Share Price $68.26 * Est. Cost/Share $28.60 Unrealized @ Report Date +128.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value $3,386 Shares 37 Share Price $91.51 Est. Cost/Share $91.45 Unrealized @ Report Date +0.1%
MEC MAYVILLE ENGR CO INC COM 0.0%
Value $3,382 Shares 252 Share Price $13.42 * Est. Cost/Share $10.38 Unrealized @ Report Date +6.6%
FIRST TR ENERGY INFRASTRCTR FD COM 0.0%
Value $3,354 Shares 320 Share Price $10.48 Est. Cost/Share $8.99 Unrealized @ Report Date
UA UNDER ARMOUR INC CL C 0.0%
Value $3,333 Shares 224 Share Price $14.88 Est. Cost/Share $22.73 Unrealized @ Report Date -34.5%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value $3,323 Shares 85 Share Price $39.09 Est. Cost/Share $64.71 Unrealized @ Report Date
GRACE W R & CO DEL NEW COM 0.0%
Value $3,289 Shares 60 Share Price $54.82 Est. Cost/Share $69.85 Unrealized @ Report Date
NGD NEW GOLD INC CDA COM 0.0%
Value $3,285 Shares 1,500 Share Price $2.19 * Est. Cost/Share $3.61 Unrealized @ Report Date -43.6%
LZB LA Z BOY INC COM 0.0%
Value $3,267 Shares 82 Share Price $39.84 * Est. Cost/Share $37.04 Unrealized @ Report Date 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $3,264 Shares 102 Share Price $32.00 * Est. Cost/Share $23.29 Unrealized @ Report Date +20.7%
PWR QUANTA SVCS INC COM 0.0%
Value $3,169 Shares 44 Share Price $72.02 Est. Cost/Share $65.30 Unrealized @ Report Date +9.3%
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value $3,168 Shares 749 Share Price $4.23 Est. Cost/Share $4.23 Unrealized @ Report Date
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $3,167 Shares 20 Share Price $158.35 * Est. Cost/Share $47.06 Unrealized @ Report Date +202.7%
LIVENT CORP COM 0.0%
Value $3,146 Shares 167 Share Price $18.84 Est. Cost/Share $18.84 Unrealized @ Report Date
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $3,095 Shares 50 Share Price $61.90 Est. Cost/Share $39.33 Unrealized @ Report Date +57.4%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value $3,078 Shares 148 Share Price $20.80 * Est. Cost/Share $18.65 Unrealized @ Report Date 0.0%
SGI TEMPUR SEALY INTL INC COM 0.0%
Value $3,078 Shares 114 Share Price $27.00 Est. Cost/Share $22.56 Unrealized @ Report Date +19.7%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $3,003 Shares 73 Share Price $41.14 Est. Cost/Share $31.57 Unrealized @ Report Date +30.3%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $3,001 Shares 62 Share Price $48.40 * Est. Cost/Share $29.82 Unrealized @ Report Date +31.4%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value $2,970 Shares 50 Share Price $59.40 Est. Cost/Share $49.44 Unrealized @ Report Date +20.1%
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value $2,932 Shares 144 Share Price $20.36 Est. Cost/Share $18.33 Unrealized @ Report Date +11.1%
CDE COEUR MNG INC COM NEW 0.0%
Value $2,795 Shares 270 Share Price $10.35 Est. Cost/Share $4.77 Unrealized @ Report Date +117.0%
DISCOVERY INC COM SER C 0.0%
Value $2,750 Shares 105 Share Price $26.19 Est. Cost/Share $19.52 Unrealized @ Report Date
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value $2,732 Shares 50 Share Price $54.64 * Est. Cost/Share $41.65 Unrealized @ Report Date +10.1%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value $2,727 Shares 14 Share Price $194.79 * Est. Cost/Share $89.14 Unrealized @ Report Date +7.5%
BTG B2GOLD CORP COM 0.0%
Value $2,688 Shares 480 Share Price $5.60 * Est. Cost/Share $4.96 Unrealized @ Report Date -7.8%
FLEXION THERAPEUTICS INC COM 0.0%
Value $2,677 Shares 232 Share Price $11.54 Est. Cost/Share $20.70 Unrealized @ Report Date
TUR ISHARES MSCI TURKEY ETF 0.0%
Value $2,650 Shares 100 Share Price $26.50 Est. Cost/Share $37.90 Unrealized @ Report Date -30.1%
CIEN CIENA CORP COM NEW 0.0%
Value $2,643 Shares 50 Share Price $52.86 Est. Cost/Share $52.62 Unrealized @ Report Date +0.4%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value $2,598 Shares 35 Share Price $74.23 Est. Cost/Share $62.27 Unrealized @ Report Date
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $2,572 Shares 52 Share Price $49.46 Est. Cost/Share $34.36 Unrealized @ Report Date +44.0%
VNT VONTIER CORPORATION COM 0.0%
Value $2,505 Shares 75 Share Price $33.40 Est. Cost/Share $31.19 Unrealized @ Report Date +7.1%
R1 RCM INC COM 0.0%
Value $2,402 Shares 100 Share Price $24.02 Est. Cost/Share $17.15 Unrealized @ Report Date
WRB BERKLEY W R CORP COM 0.0%
Value $2,391 Shares 36 Share Price $66.42 * Est. Cost/Share $26.99 Unrealized @ Report Date -2.9%
NVAX NOVAVAX INC COM NEW 0.0%
Value $2,342 Shares 21 Share Price $111.52 * Est. Cost/Share $121.82 Unrealized @ Report Date -12.7%
FINX GLOBAL X FINTECH ETF 0.0%
Value $2,336 Shares 50 Share Price $46.72 Est. Cost/Share $27.68 Unrealized @ Report Date
AMP AMERIPRISE FINL INC COM 0.0%
Value $2,332 Shares 12 Share Price $194.33 * Est. Cost/Share $77.02 Unrealized @ Report Date +133.7%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value $2,298 Shares 200 Share Price $11.49 Est. Cost/Share $26.81 Unrealized @ Report Date
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value $2,296 Shares 160 Share Price $14.35 Est. Cost/Share $33.69 Unrealized @ Report Date
AVNS AVANOS MED INC COM 0.0%
Value $2,248 Shares 49 Share Price $45.88 * Est. Cost/Share $41.62 Unrealized @ Report Date 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value $2,239 Shares 232 Share Price $9.65 Est. Cost/Share $9.58 Unrealized @ Report Date +0.7%
BKH BLACK HILLS CORP COM 0.0%
Value $2,212 Shares 36 Share Price $61.44 * Est. Cost/Share $45.46 Unrealized @ Report Date +6.2%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $2,190 Shares 80 Share Price $27.38 Est. Cost/Share $24.98 Unrealized @ Report Date
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value $2,176 Shares 40 Share Price $54.40 * Est. Cost/Share $36.31 Unrealized @ Report Date 0.0%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $2,170 Shares 40 Share Price $54.25 Est. Cost/Share $49.58 Unrealized @ Report Date
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value $2,159 Shares 91 Share Price $23.73 Est. Cost/Share $23.73 Unrealized @ Report Date
KBE SPDR S&P BANK ETF 0.0%
Value $2,091 Shares 50 Share Price $41.82 Est. Cost/Share $47.23 Unrealized @ Report Date
GEN GEN DIGITAL INC COM 0.0%
Value $2,078 Shares 100 Share Price $20.78 * Est. Cost/Share $8.18 Unrealized @ Report Date +121.5%
THO THOR INDS INC COM 0.0%
Value $2,046 Shares 22 Share Price $93.00 * Est. Cost/Share $56.77 Unrealized @ Report Date +48.3%
EGO ELDORADO GOLD CORP NEW COM 0.0%
Value $1,991 Shares 150 Share Price $13.27 * Est. Cost/Share $12.82 Unrealized @ Report Date 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value $1,966 Shares 80 Share Price $24.57 Est. Cost/Share $15.12 Unrealized @ Report Date +62.5%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value $1,939 Shares 35 Share Price $55.40 * Est. Cost/Share $35.62 Unrealized @ Report Date +17.1%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $1,902 Shares 40 Share Price $47.55 * Est. Cost/Share $23.34 Unrealized @ Report Date +99.7%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $1,825 Shares 40 Share Price $45.63 Est. Cost/Share $43.35 Unrealized @ Report Date
GTT COMMUNICATIONS INC COM 0.0%
Value $1,806 Shares 506 Share Price $3.57 Est. Cost/Share $11.35 Unrealized @ Report Date
GOEX GLOBAL X GOLD EXPLORERS ETF 0.0%
Value $1,755 Shares 50 Share Price $35.10 Est. Cost/Share $35.06 Unrealized @ Report Date
CCJ CAMECO CORP COM 0.0%
Value $1,742 Shares 130 Share Price $13.40 Est. Cost/Share $10.63 Unrealized @ Report Date +24.5%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $1,731 Shares 100 Share Price $17.31 * Est. Cost/Share $55.92 Unrealized @ Report Date -70.8%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value $1,728 Shares 40 Share Price $43.20 Est. Cost/Share $31.35 Unrealized @ Report Date
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value $1,717 Shares 40 Share Price $42.92 * Est. Cost/Share $20.45 Unrealized @ Report Date +4.9%
OVV OVINTIV INC COM 0.0%
Value $1,694 Shares 118 Share Price $14.36 * Est. Cost/Share $11.71 Unrealized @ Report Date 0.0%
TRGP TARGA RES CORP COM 0.0%
Value $1,636 Shares 62 Share Price $26.39 * Est. Cost/Share $22.66 Unrealized @ Report Date -15.1%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value $1,627 Shares 16 Share Price $101.69 * Est. Cost/Share $188.42 Unrealized @ Report Date -54.2%
CGNX COGNEX CORP COM 0.0%
Value $1,606 Shares 20 Share Price $80.30 * Est. Cost/Share $60.95 Unrealized @ Report Date +13.3%
ZS ZSCALER INC COM 0.0%
Value $1,598 Shares 8 Share Price $199.75 * Est. Cost/Share $129.79 Unrealized @ Report Date +22.5%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $1,581 Shares 100 Share Price $15.81 * Est. Cost/Share $16.97 Unrealized @ Report Date -28.1%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $1,576 Shares 10 Share Price $157.60 * Est. Cost/Share $47.26 Unrealized @ Report Date +199.1%
SHOCKWAVE MED INC COM 0.0%
Value $1,556 Shares 15 Share Price $103.73 Est. Cost/Share $43.92 Unrealized @ Report Date
MOS MOSAIC CO NEW COM 0.0%
Value $1,496 Shares 65 Share Price $23.02 * Est. Cost/Share $18.10 Unrealized @ Report Date 0.0%
ALTRA INDL MOTION CORP COM 0.0%
Value $1,441 Shares 26 Share Price $55.42 Est. Cost/Share $25.15 Unrealized @ Report Date
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $1,429 Shares 12 Share Price $119.08 * Est. Cost/Share $70.74 Unrealized @ Report Date +43.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value $1,427 Shares 38 Share Price $37.55 * Est. Cost/Share $25.99 Unrealized @ Report Date +24.8%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $1,356 Shares 30 Share Price $45.20 * Est. Cost/Share $66.93 Unrealized @ Report Date -41.2%
SLI STANDARD LITHIUM LTD COM 0.0%
Value $1,354 Shares 606 Share Price $2.23 * Est. Cost/Share $1.81 Unrealized @ Report Date 0.0%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $1,339 Shares 23 Share Price $58.22 * Est. Cost/Share $26.40 Unrealized @ Report Date +10.3%
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value $1,265 Shares 166 Share Price $7.62 Est. Cost/Share $5.80 Unrealized @ Report Date
MSG NETWORK INC CL A 0.0%
Value $1,238 Shares 84 Share Price $14.74 Est. Cost/Share $23.95 Unrealized @ Report Date
SDGR SCHRODINGER INC COM 0.0%
Value $1,188 Shares 15 Share Price $79.20 * Est. Cost/Share $62.88 Unrealized @ Report Date 0.0%
FR FIRST INDL RLTY TR INC COM 0.0%
Value $1,187 Shares 28 Share Price $42.39 Est. Cost/Share $39.79 Unrealized @ Report Date
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value $1,127 Shares 15 Share Price $75.13 Est. Cost/Share $67.00 Unrealized @ Report Date +12.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value $1,117 Shares 41 Share Price $27.24 Est. Cost/Share $25.32 Unrealized @ Report Date +7.6%
AUDACY INC CL A 0.0%
Value $1,107 Shares 448 Share Price $2.47 Est. Cost/Share $4.64 Unrealized @ Report Date
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value $1,096 Shares 38 Share Price $28.84 Est. Cost/Share $29.05 Unrealized @ Report Date
TRI THOMSON REUTERS CORP. COM 0.0%
Value $1,065 Shares 13 Share Price $81.92 * Est. Cost/Share $62.23 Unrealized @ Report Date +20.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $1,042 Shares 211 Share Price $4.94 Est. Cost/Share $3.11 Unrealized @ Report Date +59.0%
ZUORA INC COM CL A 0.0%
Value $1,017 Shares 73 Share Price $13.93 Est. Cost/Share $14.33 Unrealized @ Report Date
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value $980 Shares 9 Share Price $108.89 Est. Cost/Share $107.89 Unrealized @ Report Date +1.0%
MAT MATTEL INC COM 0.0%
Value $960 Shares 55 Share Price $17.45 Est. Cost/Share $15.68 Unrealized @ Report Date +11.3%
CHAMPIONX CORPORATION COM 0.0%
Value $949 Shares 62 Share Price $15.31 Est. Cost/Share $41.75 Unrealized @ Report Date
ALKALINE WTR CO INC COM 0.0%
Value $859 Shares 850 Share Price $1.01 Est. Cost/Share $1.01 Unrealized @ Report Date
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $852 Shares 20 Share Price $42.60 Est. Cost/Share $38.09 Unrealized @ Report Date
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value $780 Shares 50 Share Price $15.60 * Est. Cost/Share $11.71 Unrealized @ Report Date 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $760 Shares 21 Share Price $36.19 Est. Cost/Share $48.77 Unrealized @ Report Date -25.8%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $727 Shares 184 Share Price $3.95 Est. Cost/Share $5.38 Unrealized @ Report Date -26.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $702 Shares 33 Share Price $21.27 Est. Cost/Share $20.89 Unrealized @ Report Date +1.8%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value $606 Shares 8 Share Price $75.75 Est. Cost/Share $59.28 Unrealized @ Report Date +27.7%
CRON CRONOS GROUP INC COM 0.0%
Value $548 Shares 79 Share Price $6.94 Est. Cost/Share $14.79 Unrealized @ Report Date -53.1%
VVX V2X INC COM 0.0%
Value $547 Shares 11 Share Price $49.73 * Est. Cost/Share $19.83 Unrealized @ Report Date +125.6%
IGIC INTL GNRL INSURANCE HLDNGS LTD SHS 0.0%
Value $485 Shares 60 Share Price $8.08 * Est. Cost/Share $9.83 Unrealized @ Report Date -22.7%
IPI INTREPID POTASH INC COM 0.0%
Value $483 Shares 20 Share Price $24.15 * Est. Cost/Share $18.05 Unrealized @ Report Date -31.1%
JNJ JOHNSON & JOHNSON COM 0.0%
Value $472 Shares 3,000 Share Price $0.16 * Est. Cost/Share $91.06 Unrealized @ Report Date +50.0%
SONO SONOS INC COM 0.0%
Value $468 Shares 20 Share Price $23.40 Est. Cost/Share $12.35 Unrealized @ Report Date +89.4%
AURORA CANNABIS INC COM 0.0%
Value $424 Shares 51 Share Price $8.31 Est. Cost/Share $12.10 Unrealized @ Report Date
GASLOG LTD SHS 0.0%
Value $409 Shares 110 Share Price $3.72 Est. Cost/Share $9.79 Unrealized @ Report Date
MONEYGRAM INTL INC COM NEW 0.0%
Value $344 Shares 63 Share Price $5.46 Est. Cost/Share $5.46 Unrealized @ Report Date
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value $306 Shares 45 Share Price $6.80 Est. Cost/Share $3.17 Unrealized @ Report Date
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value $268 Shares 40,000 Share Price $0.01 Est. Cost/Share $0.15 Unrealized @ Report Date
ORGANIGRAM HLDGS INC COM 0.0%
Value $266 Shares 200 Share Price $1.33 Est. Cost/Share $3.44 Unrealized @ Report Date
MINERVA NEUROSCIENCES INC COM NEW 0.0%
Value $234 Shares 100 Share Price $2.34 Est. Cost/Share $12.55 Unrealized @ Report Date
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $169 Shares 3 Share Price $56.33 Est. Cost/Share $55.00 Unrealized @ Report Date
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $129 Shares 1 Share Price $129.00 Est. Cost/Share $121.31 Unrealized @ Report Date +6.3%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value $111 Shares 1 Share Price $111.00 Est. Cost/Share $106.00 Unrealized @ Report Date
GSSC GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETF 0.0%
Value $108 Shares 2 Share Price $54.00 Est. Cost/Share $40.00 Unrealized @ Report Date
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value $105 Shares 2 Share Price $52.50 Est. Cost/Share $50.94 Unrealized @ Report Date +3.1%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value $100 Shares 1 Share Price $100.00 Est. Cost/Share $100.00 Unrealized @ Report Date
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $99 Shares 4 Share Price $24.75 Est. Cost/Share $15.38 Unrealized @ Report Date +61.7%
GTX GARRETT MOTION INC COM 0.0%
Value $89 Shares 20 Share Price $4.45 * Est. Cost/Share $10.03 Unrealized @ Report Date -59.7%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value $82 Shares 1 Share Price $82.00 Est. Cost/Share $78.00 Unrealized @ Report Date
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value $67 Shares 2 Share Price $33.50 Est. Cost/Share $31.67 Unrealized @ Report Date
SFL SFL CORPORATION LTD SHS 0.0%
Value $63 Shares 10 Share Price $6.30 * Est. Cost/Share $6.92 Unrealized @ Report Date 0.0%
WSC WILLSCOT MOBIL MINI HLDNG CORP COM CL A 0.0%
Value $46 Shares 2 Share Price $23.00 Est. Cost/Share $16.80 Unrealized @ Report Date +38.0%
ENERGOUS CORP COM NEW 0.0%
Value $36 Shares 20 Share Price $1.80 Est. Cost/Share $1.80 Unrealized @ Report Date
GLNG GOLAR LNG LTD SHS 0.0%
Value $29 Shares 3 Share Price $9.67 * Est. Cost/Share $12.31 Unrealized @ Report Date -35.9%
KRUS KURA SUSHI USA INC CL A COM 0.0%
Value $20 Shares 1 Share Price $20.00 * Est. Cost/Share $22.07 Unrealized @ Report Date -26.8%