Anchor Investment Management, LLC Diversified Active

Location: Columbia, SC

CIK: 0001634149 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value: $434M (100.0% shares, 0.0% debt)

Holdings (804)

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 4.1%
Value $17.84M Shares 220,137 Share Price $81.05 Est. Cost/Share $79.36 Unrealized @ Report Date +2.1%
V VISA INC COM CL A 3.7%
Value $15.86M Shares 92,226 Share Price $172.01 * Est. Cost/Share $73.67 Unrealized @ Report Date +123.4%
MSFT MICROSOFT CORP COM 2.7%
Value $11.65M Shares 83,800 Share Price $139.03 * Est. Cost/Share $64.30 Unrealized @ Report Date +104.6%
DIS DISNEY WALT CO COM 1.9%
Value $8.398M Shares 64,445 Share Price $130.32 * Est. Cost/Share $98.64 Unrealized @ Report Date +28.3%
JNJ JOHNSON & JOHNSON COM 1.4%
Value $5.881M Shares 45,453 Share Price $129.38 * Est. Cost/Share $85.98 Unrealized @ Report Date +26.2%
INTC INTEL CORP COM 1.3%
Value $5.686M Shares 110,345 Share Price $51.53 * Est. Cost/Share $29.24 Unrealized @ Report Date +54.6%
ENB ENBRIDGE INC COM 1.3%
Value $5.457M Shares 155,553 Share Price $35.08 * Est. Cost/Share $23.80 Unrealized @ Report Date -2.7%
XOM EXXON MOBIL CORP COM 1.3%
Value $5.446M Shares 77,127 Share Price $70.61 * Est. Cost/Share $53.41 Unrealized @ Report Date -1.1%
UNP UNION PAC CORP COM 1.2%
Value $5.398M Shares 33,324 Share Price $161.98 * Est. Cost/Share $66.60 Unrealized @ Report Date +111.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 1.2%
Value $5.221M Shares 73,610 Share Price $70.93 * Est. Cost/Share $10.76 Unrealized @ Report Date +9.9%
AAPL APPLE INC COM 1.2%
Value $5.091M Shares 22,730 Share Price $223.97 * Est. Cost/Share $31.18 Unrealized @ Report Date +72.8%
SCHM SCHWAB U.S. MID-CAP ETF 1.1%
Value $4.976M Shares 88,006 Share Price $56.54 * Est. Cost/Share $17.95 Unrealized @ Report Date +5.0%
DUK DUKE ENERGY CORP NEW COM NEW 1.1%
Value $4.946M Shares 51,597 Share Price $95.86 * Est. Cost/Share $52.41 Unrealized @ Report Date +42.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value $4.842M Shares 23,275 Share Price $208.02 Est. Cost/Share $170.14 Unrealized @ Report Date +22.3%
D DOMINION ENERGY INC COM 1.1%
Value $4.722M Shares 58,270 Share Price $81.04 * Est. Cost/Share $50.76 Unrealized @ Report Date +21.6%
VZ VERIZON COMMUNICATIONS INC COM 1.1%
Value $4.685M Shares 77,617 Share Price $60.36 * Est. Cost/Share $30.65 Unrealized @ Report Date +38.4%
ABT ABBOTT LABS COM 1.0%
Value $4.39M Shares 52,474 Share Price $83.67 * Est. Cost/Share $33.77 Unrealized @ Report Date +122.0%
T AT&T INC COM 1.0%
Value $4.367M Shares 115,402 Share Price $37.84 * Est. Cost/Share $14.14 Unrealized @ Report Date +29.8%
BA BOEING CO COM 1.0%
Value $4.326M Shares 11,371 Share Price $380.47 Est. Cost/Share $142.62 Unrealized @ Report Date +163.7%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value $4.295M Shares 3,523 Share Price $1219.00 * Est. Cost/Share $50.02 Unrealized @ Report Date +20.9%
HD HOME DEPOT INC COM 1.0%
Value $4.154M Shares 17,903 Share Price $232.02 * Est. Cost/Share $101.95 Unrealized @ Report Date +95.6%
WM WASTE MGMT INC DEL COM 1.0%
Value $4.143M Shares 36,029 Share Price $115.00 * Est. Cost/Share $45.95 Unrealized @ Report Date +125.9%
KO COCA COLA CO COM 0.9%
Value $3.923M Shares 72,064 Share Price $54.44 * Est. Cost/Share $32.01 Unrealized @ Report Date +40.4%
UPS UNITED PARCEL SERVICE INC CL B 0.9%
Value $3.765M Shares 31,423 Share Price $119.82 * Est. Cost/Share $71.58 Unrealized @ Report Date +30.8%
LOW LOWES COS INC COM 0.9%
Value $3.742M Shares 34,028 Share Price $109.96 * Est. Cost/Share $61.03 Unrealized @ Report Date +60.7%
PFE PFIZER INC COM 0.8%
Value $3.514M Shares 97,802 Share Price $35.93 * Est. Cost/Share $19.93 Unrealized @ Report Date +27.6%
VOO VANGUARD S&P 500 ETF 0.8%
Value $3.486M Shares 12,789 Share Price $272.61 Est. Cost/Share $231.56 Unrealized @ Report Date +17.7%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.8%
Value $3.284M Shares 6,964 Share Price $471.55 * Est. Cost/Share $281.20 Unrealized @ Report Date +64.2%
PEP PEPSICO INC COM 0.7%
Value $3.215M Shares 23,452 Share Price $137.10 * Est. Cost/Share $74.30 Unrealized @ Report Date +52.6%
PG PROCTER AND GAMBLE CO COM 0.7%
Value $3.2M Shares 25,729 Share Price $124.38 * Est. Cost/Share $63.86 Unrealized @ Report Date +66.7%
ABBV ABBVIE INC COM 0.7%
Value $3.19M Shares 42,127 Share Price $75.72 * Est. Cost/Share $39.58 Unrealized @ Report Date +47.0%
INVESCO BULLETSHARES 2021 CORP BD ETF 0.7%
Value $3.171M Shares 149,135 Share Price $21.26 Est. Cost/Share $21.10 Unrealized @ Report Date
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.7%
Value $3.169M Shares 147,864 Share Price $21.43 Est. Cost/Share $21.16 Unrealized @ Report Date
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.7%
Value $3.148M Shares 147,841 Share Price $21.29 Est. Cost/Share $21.05 Unrealized @ Report Date
MDT MEDTRONIC PLC SHS 0.7%
Value $3.048M Shares 28,063 Share Price $108.62 * Est. Cost/Share $62.48 Unrealized @ Report Date +46.6%
FISV FISERV INC COM 0.7%
Value $2.972M Shares 28,690 Share Price $103.59 Est. Cost/Share $64.83 Unrealized @ Report Date +59.8%
SO SOUTHERN CO COM 0.7%
Value $2.945M Shares 47,675 Share Price $61.77 * Est. Cost/Share $32.22 Unrealized @ Report Date +50.6%
AMZN AMAZON COM INC COM 0.7%
Value $2.916M Shares 1,680 Share Price $1735.91 * Est. Cost/Share $65.28 Unrealized @ Report Date +33.0%
INVESCO BULLETSHARES 2020 CORP BD ETF 0.6%
Value $2.746M Shares 128,923 Share Price $21.30 Est. Cost/Share $21.24 Unrealized @ Report Date
ADBE ADOBE INC COM 0.6%
Value $2.743M Shares 9,929 Share Price $276.25 Est. Cost/Share $95.28 Unrealized @ Report Date +189.9%
MRK MERCK & CO INC COM 0.6%
Value $2.697M Shares 32,041 Share Price $84.18 * Est. Cost/Share $36.97 Unrealized @ Report Date +78.5%
FDX FEDEX CORP COM 0.6%
Value $2.682M Shares 18,421 Share Price $145.57 * Est. Cost/Share $135.62 Unrealized @ Report Date -4.3%
CMCSA COMCAST CORP NEW CL A 0.6%
Value $2.598M Shares 57,632 Share Price $45.08 * Est. Cost/Share $27.22 Unrealized @ Report Date +40.2%
NSC NORFOLK SOUTHN CORP COM 0.6%
Value $2.576M Shares 14,339 Share Price $179.67 * Est. Cost/Share $63.72 Unrealized @ Report Date +148.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.6%
Value $2.555M Shares 16,318 Share Price $156.56 Est. Cost/Share $140.36 Unrealized @ Report Date +11.5%
CSX CSX CORP COM 0.6%
Value $2.553M Shares 36,852 Share Price $69.27 * Est. Cost/Share $9.06 Unrealized @ Report Date +134.5%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.6%
Value $2.541M Shares 11,787 Share Price $215.54 * Est. Cost/Share $20.83 Unrealized @ Report Date +29.3%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value $2.528M Shares 13,387 Share Price $188.81 Est. Cost/Share $149.17 Unrealized @ Report Date +26.6%
CSCO CISCO SYS INC COM 0.6%
Value $2.481M Shares 50,219 Share Price $49.41 * Est. Cost/Share $20.21 Unrealized @ Report Date +101.4%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value $2.479M Shares 11,408 Share Price $217.32 * Est. Cost/Share $121.71 Unrealized @ Report Date +61.3%
ORCL ORACLE CORP COM 0.6%
Value $2.462M Shares 44,740 Share Price $55.03 * Est. Cost/Share $36.93 Unrealized @ Report Date +36.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value $2.417M Shares 96,163 Share Price $25.13 Est. Cost/Share $26.10 Unrealized @ Report Date -3.7%
VO VANGUARD MID-CAP ETF 0.5%
Value $2.363M Shares 14,102 Share Price $167.60 * Est. Cost/Share $36.52 Unrealized @ Report Date +14.7%
SYK STRYKER CORPORATION COM 0.5%
Value $2.325M Shares 10,751 Share Price $216.30 * Est. Cost/Share $92.84 Unrealized @ Report Date +118.0%
SON SONOCO PRODS CO COM 0.5%
Value $2.325M Shares 39,936 Share Price $58.21 * Est. Cost/Share $30.54 Unrealized @ Report Date +52.5%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.5%
Value $2.316M Shares 108,395 Share Price $21.37 Est. Cost/Share $21.05 Unrealized @ Report Date
JPM JPMORGAN CHASE & CO COM 0.5%
Value $2.283M Shares 19,402 Share Price $117.69 * Est. Cost/Share $50.15 Unrealized @ Report Date +97.3%
WALGREENS BOOTS ALLIANCE INC COM 0.5%
Value $2.237M Shares 40,437 Share Price $55.31 Est. Cost/Share $71.07 Unrealized @ Report Date
CVX CHEVRON CORP NEW COM 0.5%
Value $2.231M Shares 18,815 Share Price $118.60 * Est. Cost/Share $62.24 Unrealized @ Report Date +44.4%
L LOEWS CORP COM 0.5%
Value $2.219M Shares 43,100 Share Price $51.48 * Est. Cost/Share $36.13 Unrealized @ Report Date +38.8%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.5%
Value $2.187M Shares 104,806 Share Price $20.87 Est. Cost/Share $20.33 Unrealized @ Report Date +2.6%
MDLZ MONDELEZ INTL INC CL A 0.5%
Value $2.184M Shares 39,475 Share Price $55.32 * Est. Cost/Share $33.50 Unrealized @ Report Date +41.6%
BKNG BOOKING HOLDINGS INC COM 0.5%
Value $2.133M Shares 1,087 Share Price $1962.61 Est. Cost/Share $1218.43 Unrealized @ Report Date +58.5%
BAX BAXTER INTL INC COM 0.5%
Value $2.122M Shares 24,258 Share Price $87.47 * Est. Cost/Share $37.70 Unrealized @ Report Date +105.6%
CVS CVS HEALTH CORP COM 0.5%
Value $2.12M Shares 33,619 Share Price $63.07 * Est. Cost/Share $68.31 Unrealized @ Report Date -24.5%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.5%
Value $2.11M Shares 28,794 Share Price $73.28 Est. Cost/Share $71.42 Unrealized @ Report Date +2.6%
BAC BANK AMERICA CORP COM 0.5%
Value $2.102M Shares 72,060 Share Price $29.17 * Est. Cost/Share $14.09 Unrealized @ Report Date +77.7%
MA MASTERCARD INCORPORATED CL A 0.5%
Value $2.047M Shares 7,536 Share Price $271.57 * Est. Cost/Share $108.34 Unrealized @ Report Date +142.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value $2.037M Shares 6,992 Share Price $291.27 Est. Cost/Share $134.88 Unrealized @ Report Date +112.5%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.5%
Value $2.033M Shares 99,432 Share Price $20.45 Est. Cost/Share $19.99 Unrealized @ Report Date +2.3%
VHT VANGUARD HEALTH CARE ETF 0.5%
Value $1.971M Shares 11,756 Share Price $167.68 Est. Cost/Share $151.23 Unrealized @ Report Date +10.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value $1.868M Shares 11,570 Share Price $161.42 * Est. Cost/Share $67.80 Unrealized @ Report Date +108.4%
VFH VANGUARD FINANCIALS ETF 0.4%
Value $1.858M Shares 26,546 Share Price $70.00 Est. Cost/Share $66.17 Unrealized @ Report Date +5.8%
SBUX STARBUCKS CORP COM 0.4%
Value $1.858M Shares 21,010 Share Price $88.42 * Est. Cost/Share $48.10 Unrealized @ Report Date +60.1%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.4%
Value $1.814M Shares 82,635 Share Price $21.96 Est. Cost/Share $21.39 Unrealized @ Report Date +2.7%
RSG REPUBLIC SVCS INC COM 0.4%
Value $1.785M Shares 20,627 Share Price $86.55 * Est. Cost/Share $46.46 Unrealized @ Report Date +70.4%
VIS VANGUARD INDUSTRIALS ETF 0.4%
Value $1.771M Shares 12,121 Share Price $146.07 Est. Cost/Share $134.91 Unrealized @ Report Date +8.3%
RTX RTX CORPORATION COM 0.4%
Value $1.749M Shares 12,811 Share Price $136.52 * Est. Cost/Share $50.56 Unrealized @ Report Date +46.6%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.4%
Value $1.711M Shares 24,542 Share Price $69.73 * Est. Cost/Share $16.84 Unrealized @ Report Date +3.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value $1.637M Shares 39,843 Share Price $41.08 Est. Cost/Share $41.80 Unrealized @ Report Date -1.7%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.4%
Value $1.593M Shares 6,444 Share Price $247.24 * Est. Cost/Share $28.01 Unrealized @ Report Date +47.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value $1.524M Shares 10,093 Share Price $151.00 Est. Cost/Share $121.98 Unrealized @ Report Date +23.8%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value $1.509M Shares 2,745 Share Price $549.87 * Est. Cost/Share $109.84 Unrealized @ Report Date +57.9%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.3%
Value $1.506M Shares 8,361 Share Price $180.12 Est. Cost/Share $155.80 Unrealized @ Report Date +15.6%
FOXA FOX CORP CL A COM 0.3%
Value $1.499M Shares 47,546 Share Price $31.53 * Est. Cost/Share $34.30 Unrealized @ Report Date -15.2%
META META PLATFORMS INC CL A 0.3%
Value $1.493M Shares 8,383 Share Price $178.08 Est. Cost/Share $136.11 Unrealized @ Report Date +29.9%
AFL AFLAC INC COM 0.3%
Value $1.491M Shares 28,505 Share Price $52.32 * Est. Cost/Share $30.23 Unrealized @ Report Date +49.1%
UNM UNUM GROUP COM 0.3%
Value $1.468M Shares 49,407 Share Price $29.72 Est. Cost/Share $29.65 Unrealized @ Report Date +0.2%
NEE NEXTERA ENERGY INC COM 0.3%
Value $1.447M Shares 6,212 Share Price $233.01 * Est. Cost/Share $22.10 Unrealized @ Report Date +126.0%
VB VANGUARD SMALL-CAP ETF 0.3%
Value $1.446M Shares 9,398 Share Price $153.89 Est. Cost/Share $135.38 Unrealized @ Report Date +13.7%
TFC TRUIST FINL CORP COM 0.3%
Value $1.404M Shares 26,314 Share Price $53.37 * Est. Cost/Share $24.41 Unrealized @ Report Date +64.3%
GLW CORNING INC COM 0.3%
Value $1.4M Shares 49,101 Share Price $28.52 * Est. Cost/Share $14.51 Unrealized @ Report Date +65.0%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value $1.385M Shares 6,298 Share Price $219.91 * Est. Cost/Share $36.37 Unrealized @ Report Date +101.5%
QCOM QUALCOMM INC COM 0.3%
Value $1.374M Shares 18,009 Share Price $76.28 * Est. Cost/Share $42.90 Unrealized @ Report Date +54.5%
WY WEYERHAEUSER CO MTN BE COM NEW 0.3%
Value $1.374M Shares 49,587 Share Price $27.70 * Est. Cost/Share $19.14 Unrealized @ Report Date +14.9%
MET METLIFE INC COM 0.3%
Value $1.365M Shares 28,949 Share Price $47.16 * Est. Cost/Share $26.74 Unrealized @ Report Date +42.8%
SCHP SCHWAB US TIPS ETF 0.3%
Value $1.359M Shares 23,946 Share Price $56.76 * Est. Cost/Share $27.51 Unrealized @ Report Date +3.1%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value $1.34M Shares 1,097 Share Price $1221.14 * Est. Cost/Share $44.57 Unrealized @ Report Date +36.0%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.3%
Value $1.304M Shares 55,100 Share Price $23.66 Est. Cost/Share $21.63 Unrealized @ Report Date
AMGN AMGEN INC COM 0.3%
Value $1.298M Shares 6,708 Share Price $193.51 * Est. Cost/Share $118.04 Unrealized @ Report Date +35.4%
LLY ELI LILLY & CO COM 0.3%
Value $1.282M Shares 11,464 Share Price $111.83 * Est. Cost/Share $65.15 Unrealized @ Report Date +58.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value $1.258M Shares 8,650 Share Price $145.42 * Est. Cost/Share $86.59 Unrealized @ Report Date +22.6%
C CITIGROUP INC COM NEW 0.3%
Value $1.236M Shares 17,899 Share Price $69.08 * Est. Cost/Share $42.73 Unrealized @ Report Date +29.1%
AXP AMERICAN EXPRESS CO COM 0.3%
Value $1.226M Shares 10,366 Share Price $118.28 * Est. Cost/Share $55.07 Unrealized @ Report Date +97.2%
WFC WELLS FARGO CO NEW COM 0.3%
Value $1.189M Shares 23,580 Share Price $50.44 * Est. Cost/Share $37.42 Unrealized @ Report Date +14.4%
PM PHILIP MORRIS INTL INC COM 0.3%
Value $1.157M Shares 15,244 Share Price $75.93 * Est. Cost/Share $56.63 Unrealized @ Report Date -2.6%
TXN TEXAS INSTRS INC COM 0.3%
Value $1.153M Shares 8,925 Share Price $129.24 * Est. Cost/Share $46.47 Unrealized @ Report Date +132.6%
BSV VANGUARD SHORT-TERM BOND ETF 0.3%
Value $1.141M Shares 14,124 Share Price $80.79 Est. Cost/Share $80.09 Unrealized @ Report Date +0.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value $1.139M Shares 2,858 Share Price $398.51 * Est. Cost/Share $18.76 Unrealized @ Report Date +41.6%
KMI KINDER MORGAN INC DEL COM 0.3%
Value $1.103M Shares 53,511 Share Price $20.61 * Est. Cost/Share $10.50 Unrealized @ Report Date +35.1%
LHC GROUP INC COM 0.3%
Value $1.102M Shares 9,705 Share Price $113.56 Est. Cost/Share $85.59 Unrealized @ Report Date
ATO ATMOS ENERGY CORP COM 0.2%
Value $1.079M Shares 9,471 Share Price $113.89 * Est. Cost/Share $54.32 Unrealized @ Report Date +79.8%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value $1.064M Shares 23,538 Share Price $45.21 * Est. Cost/Share $29.34 Unrealized @ Report Date +28.3%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value $1.059M Shares 11,604 Share Price $91.24 Est. Cost/Share $86.10 Unrealized @ Report Date +6.0%
GBDC GOLUB CAP BDC INC COM 0.2%
Value $1.047M Shares 55,598 Share Price $18.84 * Est. Cost/Share $8.96 Unrealized @ Report Date +11.8%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value $1.025M Shares 11,651 Share Price $88.00 Est. Cost/Share $84.75 Unrealized @ Report Date +3.8%
SNPS SYNOPSYS INC COM 0.2%
Value $1.021M Shares 7,439 Share Price $137.25 Est. Cost/Share $46.91 Unrealized @ Report Date +192.6%
AMLP ALERIAN MLP ETF 0.2%
Value $1.015M Shares 111,085 Share Price $9.14 * Est. Cost/Share $51.43 Unrealized @ Report Date -11.1%
SPGI S&P GLOBAL INC COM 0.2%
Value $1.007M Shares 4,109 Share Price $244.98 * Est. Cost/Share $102.52 Unrealized @ Report Date +126.8%
ECL ECOLAB INC COM 0.2%
Value $1.006M Shares 5,082 Share Price $198.04 * Est. Cost/Share $99.19 Unrealized @ Report Date +86.8%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.2%
Value $1.004M Shares 9,870 Share Price $101.73 Est. Cost/Share $101.01 Unrealized @ Report Date +0.7%
DHR DANAHER CORPORATION COM 0.2%
Value $985K Shares 6,823 Share Price $144.43 * Est. Cost/Share $42.73 Unrealized @ Report Date +191.6%
CL COLGATE PALMOLIVE CO COM 0.2%
Value $951K Shares 12,933 Share Price $73.51 * Est. Cost/Share $53.04 Unrealized @ Report Date +19.6%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value $935K Shares 10,334 Share Price $90.44 * Est. Cost/Share $14.54 Unrealized @ Report Date +12.8%
PAYX PAYCHEX INC COM 0.2%
Value $927K Shares 11,200 Share Price $82.77 * Est. Cost/Share $43.54 Unrealized @ Report Date +58.5%
UNILEVER PLC SPON ADR NEW 0.2%
Value $926K Shares 15,405 Share Price $60.10 Est. Cost/Share $45.29 Unrealized @ Report Date
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value $860K Shares 9,901 Share Price $86.90 Est. Cost/Share $68.87 Unrealized @ Report Date +26.2%
HUM HUMANA INC COM 0.2%
Value $847K Shares 3,312 Share Price $255.67 * Est. Cost/Share $163.64 Unrealized @ Report Date +48.0%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value $843K Shares 2,841 Share Price $296.77 Est. Cost/Share $213.38 Unrealized @ Report Date +39.1%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.2%
Value $838K Shares 3,853 Share Price $217.39 * Est. Cost/Share $41.69 Unrealized @ Report Date +30.4%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $837K Shares 2,145 Share Price $390.06 * Est. Cost/Share $207.75 Unrealized @ Report Date +58.6%
COST COSTCO WHSL CORP NEW COM 0.2%
Value $830K Shares 2,882 Share Price $288.11 * Est. Cost/Share $138.04 Unrealized @ Report Date +90.4%
AWK AMERICAN WTR WKS CO INC NEW COM 0.2%
Value $825K Shares 6,644 Share Price $124.23 * Est. Cost/Share $66.25 Unrealized @ Report Date +66.7%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value $804K Shares 5,140 Share Price $156.49 * Est. Cost/Share $98.11 Unrealized @ Report Date +37.7%
LABORATORY CORP AMER HLDGS COM NEW 0.2%
Value $800K Shares 4,759 Share Price $168.00 Est. Cost/Share $130.34 Unrealized @ Report Date
NUVEEN SELECT MAT MUN FD SH BEN INT 0.2%
Value $784K Shares 75,367 Share Price $10.40 Est. Cost/Share $10.53 Unrealized @ Report Date
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value $778K Shares 2,075 Share Price $374.79 * Est. Cost/Share $189.52 Unrealized @ Report Date +78.4%
COP CONOCOPHILLIPS COM 0.2%
Value $764K Shares 13,412 Share Price $56.98 * Est. Cost/Share $28.98 Unrealized @ Report Date +56.7%
CFR CULLEN FROST BANKERS INC COM 0.2%
Value $746K Shares 8,425 Share Price $88.55 * Est. Cost/Share $72.65 Unrealized @ Report Date +0.9%
CPRT COPART INC COM 0.2%
Value $742K Shares 9,235 Share Price $80.33 * Est. Cost/Share $7.64 Unrealized @ Report Date +162.7%
TGT TARGET CORP COM 0.2%
Value $719K Shares 6,725 Share Price $106.91 * Est. Cost/Share $55.48 Unrealized @ Report Date +63.4%
SHELL PLC SPON ADR B 0.2%
Value $709K Shares 11,843 Share Price $59.90 Est. Cost/Share $52.42 Unrealized @ Report Date
TIP ISHARES TIPS BOND ETF 0.2%
Value $707K Shares 6,080 Share Price $116.29 Est. Cost/Share $113.76 Unrealized @ Report Date +2.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.2%
Value $704K Shares 11,679 Share Price $60.27 * Est. Cost/Share $54.84 Unrealized @ Report Date +0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value $703K Shares 3,370 Share Price $208.64 * Est. Cost/Share $103.26 Unrealized @ Report Date +78.6%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value $691K Shares 77,282 Share Price $8.94 * Est. Cost/Share $121.14 Unrealized @ Report Date -64.3%
MO ALTRIA GROUP INC COM 0.2%
Value $672K Shares 16,423 Share Price $40.90 * Est. Cost/Share $31.87 Unrealized @ Report Date -21.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value $670K Shares 14,415 Share Price $46.48 Est. Cost/Share $25.28 Unrealized @ Report Date +83.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value $666K Shares 23,320 Share Price $28.58 Est. Cost/Share $25.92 Unrealized @ Report Date
GPN GLOBAL PMTS INC COM 0.2%
Value $663K Shares 4,170 Share Price $159.00 * Est. Cost/Share $128.07 Unrealized @ Report Date +18.2%
FLEETCOR TECHNOLOGIES INC COM 0.2%
Value $655K Shares 2,285 Share Price $286.78 Est. Cost/Share $202.74 Unrealized @ Report Date
AMAT APPLIED MATLS INC COM 0.1%
Value $650K Shares 13,027 Share Price $49.90 * Est. Cost/Share $39.32 Unrealized @ Report Date +19.5%
ALLY ALLY FINL INC COM 0.1%
Value $649K Shares 19,560 Share Price $33.16 * Est. Cost/Share $16.34 Unrealized @ Report Date +65.3%
WMT WALMART INC COM 0.1%
Value $647K Shares 5,450 Share Price $118.69 * Est. Cost/Share $20.16 Unrealized @ Report Date +79.5%
MCO MOODYS CORP COM 0.1%
Value $614K Shares 3,000 Share Price $204.83 * Est. Cost/Share $81.59 Unrealized @ Report Date +138.3%
APD AIR PRODS & CHEMS INC COM 0.1%
Value $598K Shares 2,695 Share Price $221.86 * Est. Cost/Share $119.71 Unrealized @ Report Date +59.4%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value $597K Shares 17,478 Share Price $34.17 * Est. Cost/Share $50.31 Unrealized @ Report Date -41.9%
DD DUPONT DE NEMOURS INC COM 0.1%
Value $584K Shares 8,191 Share Price $71.31 * Est. Cost/Share $33.20 Unrealized @ Report Date -20.6%
SOUTHSTATE CORPORATION COM 0.1%
Value $560K Shares 7,431 Share Price $75.30 Est. Cost/Share $70.73 Unrealized @ Report Date
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.1%
Value $557K Shares 9,509 Share Price $58.59 Est. Cost/Share $57.48 Unrealized @ Report Date +1.9%
CYRUSONE INC COM 0.1%
Value $544K Shares 6,872 Share Price $79.10 Est. Cost/Share $55.00 Unrealized @ Report Date
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value $537K Shares 6,777 Share Price $79.25 * Est. Cost/Share $58.66 Unrealized @ Report Date +16.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value $529K Shares 2,750 Share Price $192.35 * Est. Cost/Share $89.03 Unrealized @ Report Date +97.1%
SYNOVUS FINL CORP COM NEW 0.1%
Value $526K Shares 14,704 Share Price $35.76 Est. Cost/Share $33.95 Unrealized @ Report Date
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value $517K Shares 9,737 Share Price $53.09 * Est. Cost/Share $9.86 Unrealized @ Report Date +80.6%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value $516K Shares 8,454 Share Price $61.09 Est. Cost/Share $54.62 Unrealized @ Report Date +11.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value $515K Shares 10,328 Share Price $49.90 Est. Cost/Share $51.64 Unrealized @ Report Date -3.4%
FCCO FIRST CMNTY CORP S C COM 0.1%
Value $514K Shares 26,395 Share Price $19.48 * Est. Cost/Share $10.78 Unrealized @ Report Date +51.4%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $510K Shares 38,982 Share Price $13.08 Est. Cost/Share $13.19 Unrealized @ Report Date
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value $508K Shares 2,450 Share Price $207.23 * Est. Cost/Share $162.07 Unrealized @ Report Date +10.3%
DOW DOW INC COM 0.1%
Value $503K Shares 10,563 Share Price $47.65 * Est. Cost/Share $36.37 Unrealized @ Report Date -7.4%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.1%
Value $503K Shares 9,100 Share Price $55.30 Est. Cost/Share $53.42 Unrealized @ Report Date +3.5%
PSX PHILLIPS 66 COM 0.1%
Value $502K Shares 4,899 Share Price $102.40 * Est. Cost/Share $56.15 Unrealized @ Report Date +41.3%
WELL WELLTOWER INC COM 0.1%
Value $499K Shares 5,500 Share Price $90.65 * Est. Cost/Share $43.29 Unrealized @ Report Date +73.0%
CI THE CIGNA GROUP COM 0.1%
Value $494K Shares 3,254 Share Price $151.79 * Est. Cost/Share $187.19 Unrealized @ Report Date -25.8%
TE CONNECTIVITY LTD SHS 0.1%
Value $492K Shares 5,281 Share Price $93.18 Est. Cost/Share $62.87 Unrealized @ Report Date
LKQ LKQ CORP COM 0.1%
Value $485K Shares 15,425 Share Price $31.45 * Est. Cost/Share $27.29 Unrealized @ Report Date +3.5%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $472K Shares 7,234 Share Price $65.21 Est. Cost/Share $56.07 Unrealized @ Report Date +16.3%
GILD GILEAD SCIENCES INC COM 0.1%
Value $471K Shares 7,428 Share Price $63.38 * Est. Cost/Share $53.24 Unrealized @ Report Date -6.5%
CLX CLOROX CO DEL COM 0.1%
Value $469K Shares 3,090 Share Price $151.87 * Est. Cost/Share $95.21 Unrealized @ Report Date +32.3%
IMKTA INGLES MKTS INC CL A 0.1%
Value $463K Shares 11,909 Share Price $38.86 * Est. Cost/Share $30.19 Unrealized @ Report Date +20.2%
NVO NOVO-NORDISK A S ADR 0.1%
Value $462K Shares 8,937 Share Price $51.70 Est. Cost/Share $45.74 Unrealized @ Report Date +13.0%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.1%
Value $455K Shares 8,211 Share Price $55.45 * Est. Cost/Share $27.92 Unrealized @ Report Date +64.5%
DLTR DOLLAR TREE INC COM 0.1%
Value $451K Shares 3,952 Share Price $114.16 Est. Cost/Share $86.99 Unrealized @ Report Date +31.2%
CCI CROWN CASTLE INC COM 0.1%
Value $451K Shares 3,243 Share Price $139.01 * Est. Cost/Share $74.78 Unrealized @ Report Date +41.7%
BLACKROCK FLOATING RATE INCOME COM 0.1%
Value $445K Shares 35,275 Share Price $12.62 Est. Cost/Share $14.00 Unrealized @ Report Date
TROW PRICE T ROWE GROUP INC COM 0.1%
Value $443K Shares 3,880 Share Price $114.26 * Est. Cost/Share $52.56 Unrealized @ Report Date +68.3%
TSN TYSON FOODS INC CL A 0.1%
Value $442K Shares 5,130 Share Price $86.14 * Est. Cost/Share $50.28 Unrealized @ Report Date +42.8%
HEI HEICO CORP NEW COM 0.1%
Value $436K Shares 3,491 Share Price $124.88 Est. Cost/Share $55.42 Unrealized @ Report Date +125.3%
BDX BECTON DICKINSON & CO COM 0.1%
Value $432K Shares 1,706 Share Price $252.96 * Est. Cost/Share $177.95 Unrealized @ Report Date +25.9%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value $429K Shares 9,307 Share Price $46.13 Est. Cost/Share $28.89 Unrealized @ Report Date
MCD MCDONALDS CORP COM 0.1%
Value $426K Shares 1,983 Share Price $214.71 * Est. Cost/Share $151.93 Unrealized @ Report Date +22.2%
MCK MCKESSON CORP COM 0.1%
Value $423K Shares 3,095 Share Price $136.66 * Est. Cost/Share $142.28 Unrealized @ Report Date -8.0%
GM GENERAL MTRS CO COM 0.1%
Value $419K Shares 11,170 Share Price $37.48 * Est. Cost/Share $27.63 Unrealized @ Report Date +27.9%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value $407K Shares 6,875 Share Price $59.13 Est. Cost/Share $22.93 Unrealized @ Report Date +157.9%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.1%
Value $403K Shares 23,777 Share Price $16.97 Est. Cost/Share $19.64 Unrealized @ Report Date
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value $391K Shares 10,609 Share Price $36.90 Est. Cost/Share $56.86 Unrealized @ Report Date -35.1%
CTAS CINTAS CORP COM 0.1%
Value $389K Shares 1,450 Share Price $268.10 * Est. Cost/Share $19.39 Unrealized @ Report Date +223.6%
FTNT FORTINET INC COM 0.1%
Value $388K Shares 5,060 Share Price $76.76 * Est. Cost/Share $7.15 Unrealized @ Report Date +114.8%
BLACKROCK INC COM 0.1%
Value $384K Shares 862 Share Price $445.64 Est. Cost/Share $409.56 Unrealized @ Report Date
DLAPQ DELTA APPAREL INC COM 0.1%
Value $383K Shares 16,125 Share Price $23.75 * Est. Cost/Share $16.83 Unrealized @ Report Date +31.7%
DG DOLLAR GEN CORP NEW COM 0.1%
Value $382K Shares 2,401 Share Price $158.94 * Est. Cost/Share $91.34 Unrealized @ Report Date +59.8%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value $379K Shares 2,670 Share Price $142.05 * Est. Cost/Share $90.12 Unrealized @ Report Date +26.5%
MPC MARATHON PETE CORP COM 0.1%
Value $377K Shares 6,203 Share Price $60.75 * Est. Cost/Share $31.21 Unrealized @ Report Date +60.1%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value $354K Shares 11,720 Share Price $30.18 * Est. Cost/Share $17.62 Unrealized @ Report Date +44.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $350K Shares 10,988 Share Price $31.86 * Est. Cost/Share $15.98 Unrealized @ Report Date -0.3%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.1%
Value $345K Shares 6,950 Share Price $49.61 Est. Cost/Share $38.68 Unrealized @ Report Date
GLOBAL X SUPERDIVIDEND REIT ETF 0.1%
Value $345K Shares 22,915 Share Price $15.04 Est. Cost/Share $14.53 Unrealized @ Report Date
WTRG ESSENTIAL UTILS INC COM 0.1%
Value $344K Shares 7,679 Share Price $44.83 Est. Cost/Share $34.09 Unrealized @ Report Date +31.5%
ALL ALLSTATE CORP COM 0.1%
Value $332K Shares 3,056 Share Price $108.68 * Est. Cost/Share $52.19 Unrealized @ Report Date +79.4%
MS MORGAN STANLEY COM NEW 0.1%
Value $330K Shares 7,745 Share Price $42.67 * Est. Cost/Share $26.82 Unrealized @ Report Date +30.7%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.1%
Value $329K Shares 11,850 Share Price $27.80 Est. Cost/Share $26.08 Unrealized @ Report Date +6.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value $329K Shares 8,170 Share Price $40.26 Est. Cost/Share $32.96 Unrealized @ Report Date +22.1%
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.1%
Value $328K Shares 18,650 Share Price $17.60 Est. Cost/Share $20.28 Unrealized @ Report Date
BEN FRANKLIN RESOURCES INC COM 0.1%
Value $322K Shares 11,154 Share Price $28.86 * Est. Cost/Share $25.38 Unrealized @ Report Date -16.2%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $321K Shares 3,444 Share Price $93.25 Est. Cost/Share $85.11 Unrealized @ Report Date +9.6%
GDX VANECK GOLD MINERS ETF 0.1%
Value $316K Shares 11,835 Share Price $26.71 Est. Cost/Share $21.38 Unrealized @ Report Date +24.9%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value $312K Shares 15,661 Share Price $19.91 Est. Cost/Share $30.84 Unrealized @ Report Date -35.4%
ED CONSOLIDATED EDISON INC COM 0.1%
Value $310K Shares 3,277 Share Price $94.47 * Est. Cost/Share $62.22 Unrealized @ Report Date +21.1%
COR CENCORA INC COM 0.1%
Value $308K Shares 3,740 Share Price $82.33 * Est. Cost/Share $65.97 Unrealized @ Report Date +3.4%
DE DEERE & CO COM 0.1%
Value $308K Shares 1,825 Share Price $168.68 * Est. Cost/Share $105.99 Unrealized @ Report Date +45.9%
DOV DOVER CORP COM 0.1%
Value $307K Shares 3,085 Share Price $99.56 * Est. Cost/Share $42.26 Unrealized @ Report Date +116.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $306K Shares 3,250 Share Price $94.16 * Est. Cost/Share $17.74 Unrealized @ Report Date +6.1%
INVESCO BULLETSHARES 2020 HY CORP BD ETF 0.1%
Value $305K Shares 12,743 Share Price $23.94 Est. Cost/Share $24.74 Unrealized @ Report Date
WEC WEC ENERGY GROUP INC COM 0.1%
Value $304K Shares 3,198 Share Price $95.10 * Est. Cost/Share $40.72 Unrealized @ Report Date +91.1%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value $301K Shares 4,055 Share Price $74.29 * Est. Cost/Share $42.42 Unrealized @ Report Date +62.2%
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.1%
Value $296K Shares 12,134 Share Price $24.37 Est. Cost/Share $24.95 Unrealized @ Report Date
YUM YUM BRANDS INC COM 0.1%
Value $295K Shares 2,600 Share Price $113.43 * Est. Cost/Share $45.84 Unrealized @ Report Date +120.2%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $293K Shares 3,130 Share Price $93.69 * Est. Cost/Share $43.68 Unrealized @ Report Date +71.6%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value $291K Shares 5,465 Share Price $53.31 Est. Cost/Share $56.31 Unrealized @ Report Date -5.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value $288K Shares 2,256 Share Price $127.48 Est. Cost/Share $117.75 Unrealized @ Report Date +8.3%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value $287K Shares 1,385 Share Price $207.28 * Est. Cost/Share $161.33 Unrealized @ Report Date +15.9%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value $286K Shares 2,126 Share Price $134.41 Est. Cost/Share $105.00 Unrealized @ Report Date +26.1%
IRM IRON MTN INC DEL COM 0.1%
Value $285K Shares 8,800 Share Price $32.39 * Est. Cost/Share $21.76 Unrealized @ Report Date +8.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value $281K Shares 3,046 Share Price $92.27 * Est. Cost/Share $54.45 Unrealized @ Report Date +56.5%
VPU VANGUARD UTILITIES ETF 0.1%
Value $278K Shares 1,936 Share Price $143.68 Est. Cost/Share $118.13 Unrealized @ Report Date +21.6%
OC OWENS CORNING NEW COM 0.1%
Value $274K Shares 4,340 Share Price $63.20 Est. Cost/Share $50.32 Unrealized @ Report Date +25.6%
EVRG EVERGY INC COM 0.1%
Value $274K Shares 4,110 Share Price $66.56 * Est. Cost/Share $40.03 Unrealized @ Report Date +30.4%
RYN RAYONIER INC COM 0.1%
Value $272K Shares 9,645 Share Price $28.20 Est. Cost/Share $24.72 Unrealized @ Report Date
PATTERSON COS INC COM 0.1%
Value $269K Shares 15,104 Share Price $17.82 Est. Cost/Share $37.11 Unrealized @ Report Date
TRV TRAVELERS COMPANIES INC COM 0.1%
Value $266K Shares 1,789 Share Price $148.69 * Est. Cost/Share $98.13 Unrealized @ Report Date +32.6%
SYY SYSCO CORP COM 0.1%
Value $265K Shares 3,340 Share Price $79.40 * Est. Cost/Share $35.36 Unrealized @ Report Date +89.0%
CCK CROWN HLDGS INC COM 0.1%
Value $261K Shares 3,950 Share Price $66.06 * Est. Cost/Share $45.17 Unrealized @ Report Date +39.0%
GIS GENERAL MLS INC COM 0.1%
Value $260K Shares 4,712 Share Price $55.12 * Est. Cost/Share $41.72 Unrealized @ Report Date +6.5%
DVA DAVITA INC COM 0.1%
Value $258K Shares 4,515 Share Price $57.07 Est. Cost/Share $64.65 Unrealized @ Report Date -10.1%
GD GENERAL DYNAMICS CORP COM 0.1%
Value $257K Shares 1,407 Share Price $182.73 * Est. Cost/Share $111.88 Unrealized @ Report Date +41.1%
SOUTH JERSEY INDS INC COM 0.1%
Value $257K Shares 7,800 Share Price $32.91 Est. Cost/Share $29.71 Unrealized @ Report Date
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value $257K Shares 8,346 Share Price $30.74 Est. Cost/Share $28.10 Unrealized @ Report Date +9.4%
AAP ADVANCE AUTO PARTS INC COM 0.1%
Value $256K Shares 1,545 Share Price $165.40 * Est. Cost/Share $131.67 Unrealized @ Report Date +10.7%
ELV ELEVANCE HEALTH INC COM 0.1%
Value $255K Shares 1,064 Share Price $240.10 * Est. Cost/Share $210.73 Unrealized @ Report Date +4.8%
DHI D R HORTON INC COM 0.1%
Value $255K Shares 4,840 Share Price $52.71 * Est. Cost/Share $27.48 Unrealized @ Report Date +79.8%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value $254K Shares 4,445 Share Price $57.09 Est. Cost/Share $53.88 Unrealized @ Report Date +6.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value $254K Shares 360 Share Price $704.40 Est. Cost/Share $321.80 Unrealized @ Report Date +118.9%
F FORD MTR CO DEL COM 0.1%
Value $253K Shares 27,625 Share Price $9.16 * Est. Cost/Share $7.49 Unrealized @ Report Date -10.2%
FE FIRSTENERGY CORP COM 0.1%
Value $251K Shares 5,205 Share Price $48.23 * Est. Cost/Share $22.45 Unrealized @ Report Date +65.8%
GSK GSK PLC SPONSORED ADR 0.1%
Value $251K Shares 5,873 Share Price $42.68 Est. Cost/Share $39.02 Unrealized @ Report Date +7.3%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value $247K Shares 2,422 Share Price $101.96 Est. Cost/Share $92.81 Unrealized @ Report Date +9.8%
EMN EASTMAN CHEM CO COM 0.1%
Value $245K Shares 3,319 Share Price $73.83 * Est. Cost/Share $52.65 Unrealized @ Report Date +12.1%
VUG VANGUARD GROWTH ETF 0.1%
Value $241K Shares 1,452 Share Price $166.28 * Est. Cost/Share $17.51 Unrealized @ Report Date +58.3%
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.1%
Value $241K Shares 9,785 Share Price $24.63 Est. Cost/Share $25.05 Unrealized @ Report Date
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value $237K Shares 1,985 Share Price $119.58 Est. Cost/Share $87.43 Unrealized @ Report Date +36.8%
PHM PULTE GROUP INC COM 0.1%
Value $236K Shares 6,448 Share Price $36.55 * Est. Cost/Share $17.89 Unrealized @ Report Date +91.6%
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value $235K Shares 2,527 Share Price $93.11 Est. Cost/Share $56.05 Unrealized @ Report Date +63.6%
EXR EXTRA SPACE STORAGE INC COM 0.1%
Value $234K Shares 2,000 Share Price $116.82 * Est. Cost/Share $62.07 Unrealized @ Report Date +48.7%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.1%
Value $233K Shares 5,890 Share Price $39.59 Est. Cost/Share $31.59 Unrealized @ Report Date
CMI CUMMINS INC COM 0.1%
Value $230K Shares 1,415 Share Price $162.67 * Est. Cost/Share $108.82 Unrealized @ Report Date +27.8%
PRU PRUDENTIAL FINL INC COM 0.1%
Value $230K Shares 2,554 Share Price $89.95 * Est. Cost/Share $63.68 Unrealized @ Report Date +3.2%
TCBI TEXAS CAP BANCSHARES INC COM 0.1%
Value $230K Shares 4,200 Share Price $54.65 * Est. Cost/Share $70.31 Unrealized @ Report Date -19.0%
EXTENDED STAY AMER INC SHS 1 COM 1 CL B 0.1%
Value $229K Shares 15,654 Share Price $14.64 Est. Cost/Share $17.30 Unrealized @ Report Date
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value $229K Shares 1,400 Share Price $163.52 Est. Cost/Share $115.62 Unrealized @ Report Date +41.4%
NUVEEN PFD & INCOME SECS FD COM 0.1%
Value $229K Shares 23,202 Share Price $9.85 Est. Cost/Share $8.97 Unrealized @ Report Date
KKR KKR & CO INC COM 0.1%
Value $226K Shares 8,429 Share Price $26.85 * Est. Cost/Share $12.47 Unrealized @ Report Date +101.7%
BWA BORGWARNER INC COM 0.1%
Value $226K Shares 6,150 Share Price $36.68 * Est. Cost/Share $30.65 Unrealized @ Report Date -4.3%
NKE NIKE INC CL B 0.1%
Value $225K Shares 2,395 Share Price $93.92 * Est. Cost/Share $53.97 Unrealized @ Report Date +60.1%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.1%
Value $223K Shares 5,924 Share Price $37.69 Est. Cost/Share $35.44 Unrealized @ Report Date +6.4%
PSA PUBLIC STORAGE COM 0.1%
Value $221K Shares 900 Share Price $245.27 * Est. Cost/Share $142.36 Unrealized @ Report Date +32.5%
CERNER CORP COM 0.1%
Value $220K Shares 3,225 Share Price $68.17 Est. Cost/Share $56.50 Unrealized @ Report Date
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value $218K Shares 4,306 Share Price $50.71 * Est. Cost/Share $44.63 Unrealized @ Report Date -11.1%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value $216K Shares 10,433 Share Price $20.73 Est. Cost/Share $22.26 Unrealized @ Report Date -6.9%
EBAY EBAY INC. COM 0.0%
Value $216K Shares 5,545 Share Price $38.98 * Est. Cost/Share $22.92 Unrealized @ Report Date +53.0%
CTVA CORTEVA INC COM 0.0%
Value $213K Shares 7,591 Share Price $28.00 * Est. Cost/Share $25.02 Unrealized @ Report Date +3.4%
ALB ALBEMARLE CORP COM 0.0%
Value $211K Shares 3,035 Share Price $69.52 * Est. Cost/Share $84.62 Unrealized @ Report Date -24.3%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $210K Shares 8,346 Share Price $25.22 Est. Cost/Share $25.81 Unrealized @ Report Date
MMM 3M CO COM 0.0%
Value $210K Shares 1,278 Share Price $164.40 * Est. Cost/Share $102.74 Unrealized @ Report Date +6.4%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value $210K Shares 6,663 Share Price $31.45 Est. Cost/Share $27.19 Unrealized @ Report Date
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value $209K Shares 1,526 Share Price $137.27 * Est. Cost/Share $93.36 Unrealized @ Report Date +35.7%
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $208K Shares 7,996 Share Price $26.07 Est. Cost/Share $26.60 Unrealized @ Report Date
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value $205K Shares 7,000 Share Price $29.35 Est. Cost/Share $23.88 Unrealized @ Report Date
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value $205K Shares 7,927 Share Price $25.80 Est. Cost/Share $24.77 Unrealized @ Report Date +4.2%
HON HONEYWELL INTL INC COM 0.0%
Value $201K Shares 1,186 Share Price $169.20 * Est. Cost/Share $95.82 Unrealized @ Report Date +46.1%
EMR EMERSON ELEC CO COM 0.0%
Value $200K Shares 2,991 Share Price $66.86 * Est. Cost/Share $42.53 Unrealized @ Report Date +36.6%
WESTROCK CO COM 0.0%
Value $199K Shares 5,470 Share Price $36.45 Est. Cost/Share $38.20 Unrealized @ Report Date
CMC MATERIALS INC COM 0.0%
Value $198K Shares 1,405 Share Price $141.21 Est. Cost/Share $105.51 Unrealized @ Report Date
CAT CATERPILLAR INC COM 0.0%
Value $198K Shares 1,570 Share Price $126.31 * Est. Cost/Share $101.15 Unrealized @ Report Date +9.4%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $198K Shares 8,085 Share Price $24.53 Est. Cost/Share $24.86 Unrealized @ Report Date
VTR VENTAS INC COM 0.0%
Value $197K Shares 2,702 Share Price $73.04 * Est. Cost/Share $39.18 Unrealized @ Report Date +40.3%
KR KROGER CO COM 0.0%
Value $195K Shares 7,550 Share Price $25.78 * Est. Cost/Share $29.42 Unrealized @ Report Date -23.3%
FORWARD AIR CORP COM 0.0%
Value $190K Shares 2,975 Share Price $63.72 Est. Cost/Share $55.58 Unrealized @ Report Date
WMB WILLIAMS COS INC COM 0.0%
Value $189K Shares 7,850 Share Price $24.06 * Est. Cost/Share $16.93 Unrealized @ Report Date +0.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value $187K Shares 6,693 Share Price $28.00 Est. Cost/Share $23.63 Unrealized @ Report Date +18.5%
NUE NUCOR CORP COM 0.0%
Value $187K Shares 3,665 Share Price $50.91 * Est. Cost/Share $33.14 Unrealized @ Report Date +35.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $182K Shares 3,072 Share Price $59.20 * Est. Cost/Share $32.14 Unrealized @ Report Date -7.9%
IP INTERNATIONAL PAPER CO COM 0.0%
Value $180K Shares 4,295 Share Price $41.82 * Est. Cost/Share $25.28 Unrealized @ Report Date +18.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $179K Shares 878 Share Price $204.21 * Est. Cost/Share $38.99 Unrealized @ Report Date +30.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $179K Shares 4,018 Share Price $44.47 * Est. Cost/Share $56.13 Unrealized @ Report Date -29.2%
ENTG ENTEGRIS INC COM 0.0%
Value $178K Shares 3,775 Share Price $47.06 * Est. Cost/Share $26.16 Unrealized @ Report Date +75.2%
TAN INVESCO SOLAR ETF 0.0%
Value $174K Shares 5,935 Share Price $29.37 Est. Cost/Share $20.79 Unrealized @ Report Date +41.3%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $172K Shares 1,770 Share Price $97.25 Est. Cost/Share $85.66 Unrealized @ Report Date +13.5%
BF/B BROWN FORMAN CORP CL B 0.0%
Value $169K Shares 2,698 Share Price $62.78 * Est. Cost/Share $38.99 Unrealized @ Report Date +34.1%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value $169K Shares 4,019 Share Price $42.13 Est. Cost/Share $43.71 Unrealized @ Report Date -3.6%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value $169K Shares 2,550 Share Price $66.27 Est. Cost/Share $68.80 Unrealized @ Report Date
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $164K Shares 10,780 Share Price $15.17 * Est. Cost/Share $6.64 Unrealized @ Report Date +87.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value $163K Shares 3,795 Share Price $42.85 * Est. Cost/Share $39.78 Unrealized @ Report Date +5.1%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $161K Shares 3,180 Share Price $50.59 * Est. Cost/Share $25.19 Unrealized @ Report Date +0.4%
FFIV F5 INC COM 0.0%
Value $159K Shares 1,135 Share Price $140.42 Est. Cost/Share $123.18 Unrealized @ Report Date +14.0%
BX BLACKSTONE INC COM 0.0%
Value $156K Shares 3,200 Share Price $48.84 * Est. Cost/Share $20.55 Unrealized @ Report Date +91.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $155K Shares 1,437 Share Price $108.08 Est. Cost/Share $97.68 Unrealized @ Report Date +10.6%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $154K Shares 1,513 Share Price $101.82 * Est. Cost/Share $82.36 Unrealized @ Report Date -2.2%
PRIMIS FINANCIAL CORP COM 0.0%
Value $154K Shares 10,000 Share Price $15.39 Est. Cost/Share $17.28 Unrealized @ Report Date
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $154K Shares 1,813 Share Price $84.82 Est. Cost/Share $84.51 Unrealized @ Report Date +0.4%
STERICYCLE INC COM 0.0%
Value $153K Shares 3,012 Share Price $50.93 Est. Cost/Share $70.38 Unrealized @ Report Date
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $147K Shares 4,823 Share Price $30.56 Est. Cost/Share $31.55 Unrealized @ Report Date -3.2%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value $147K Shares 1,103 Share Price $133.60 Est. Cost/Share $84.00 Unrealized @ Report Date
CAH CARDINAL HEALTH INC COM 0.0%
Value $146K Shares 3,102 Share Price $47.19 * Est. Cost/Share $59.85 Unrealized @ Report Date -33.4%
OKE ONEOK INC NEW COM 0.0%
Value $146K Shares 1,975 Share Price $73.69 * Est. Cost/Share $13.46 Unrealized @ Report Date +246.2%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $145K Shares 2,700 Share Price $53.79 * Est. Cost/Share $38.77 Unrealized @ Report Date +10.6%
HOLX HOLOGIC INC COM 0.0%
Value $145K Shares 2,875 Share Price $50.49 * Est. Cost/Share $39.15 Unrealized @ Report Date +25.7%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $144K Shares 525 Share Price $274.10 * Est. Cost/Share $130.30 Unrealized @ Report Date +101.4%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $142K Shares 1,555 Share Price $91.38 Est. Cost/Share $51.53 Unrealized @ Report Date +77.3%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $140K Shares 900 Share Price $155.65 * Est. Cost/Share $103.84 Unrealized @ Report Date +5.7%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value $139K Shares 5,903 Share Price $23.57 Est. Cost/Share $24.17 Unrealized @ Report Date -2.5%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value $139K Shares 1,690 Share Price $82.24 Est. Cost/Share $64.71 Unrealized @ Report Date
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value $139K Shares 5,475 Share Price $25.31 Est. Cost/Share $19.38 Unrealized @ Report Date +29.6%
FNB F N B CORP COM 0.0%
Value $138K Shares 12,000 Share Price $11.53 * Est. Cost/Share $10.79 Unrealized @ Report Date -16.6%
HPQ HP INC COM 0.0%
Value $138K Shares 7,302 Share Price $18.92 * Est. Cost/Share $8.05 Unrealized @ Report Date +89.4%
HRB BLOCK H & R INC COM 0.0%
Value $135K Shares 5,700 Share Price $23.62 * Est. Cost/Share $19.35 Unrealized @ Report Date -4.1%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $134K Shares 1,889 Share Price $71.02 * Est. Cost/Share $11.03 Unrealized @ Report Date +7.3%
ZTS ZOETIS INC CL A 0.0%
Value $131K Shares 1,048 Share Price $124.59 * Est. Cost/Share $63.26 Unrealized @ Report Date +87.0%
SIX FLAGS ENTMT CORP NEW COM 0.0%
Value $127K Shares 2,500 Share Price $50.79 Est. Cost/Share $50.79 Unrealized @ Report Date
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value $126K Shares 2,050 Share Price $61.42 Est. Cost/Share $53.67 Unrealized @ Report Date +14.4%
BRO BROWN & BROWN INC COM 0.0%
Value $125K Shares 3,480 Share Price $36.06 * Est. Cost/Share $20.49 Unrealized @ Report Date +68.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value $124K Shares 1,198 Share Price $103.59 Est. Cost/Share $89.36 Unrealized @ Report Date +15.7%
UFI UNIFI INC COM NEW 0.0%
Value $121K Shares 5,500 Share Price $21.92 * Est. Cost/Share $23.74 Unrealized @ Report Date -17.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $121K Shares 2,200 Share Price $54.78 * Est. Cost/Share $17.21 Unrealized @ Report Date +6.1%
EL LAUDER ESTEE COS INC CL A 0.0%
Value $120K Shares 603 Share Price $198.95 * Est. Cost/Share $79.80 Unrealized @ Report Date +129.9%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value $117K Shares 6,000 Share Price $19.56 Est. Cost/Share $18.51 Unrealized @ Report Date
VMC VULCAN MATLS CO COM 0.0%
Value $117K Shares 775 Share Price $151.24 * Est. Cost/Share $92.10 Unrealized @ Report Date +55.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value $116K Shares 1,305 Share Price $88.73 Est. Cost/Share $77.04 Unrealized @ Report Date +15.2%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $115K Shares 6,665 Share Price $17.29 * Est. Cost/Share $10.77 Unrealized @ Report Date +25.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $115K Shares 2,750 Share Price $41.83 * Est. Cost/Share $29.99 Unrealized @ Report Date +27.8%
CBRE CBRE GROUP INC CL A 0.0%
Value $115K Shares 2,160 Share Price $53.01 Est. Cost/Share $47.76 Unrealized @ Report Date +11.0%
EQIX EQUINIX INC COM 0.0%
Value $114K Shares 198 Share Price $576.80 * Est. Cost/Share $359.76 Unrealized @ Report Date +42.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $113K Shares 584 Share Price $193.23 * Est. Cost/Share $33.57 Unrealized @ Report Date +15.1%
ISHARES IBONDS MAR 2023 TERM CORPORATE ETF 0.0%
Value $109K Shares 4,050 Share Price $26.86 Est. Cost/Share $26.41 Unrealized @ Report Date
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value $108K Shares 678 Share Price $159.63 * Est. Cost/Share $29.02 Unrealized @ Report Date +37.5%
MAT MATTEL INC COM 0.0%
Value $108K Shares 9,455 Share Price $11.39 Est. Cost/Share $15.68 Unrealized @ Report Date -27.3%
TRAVEL PLUS LEISURE CO COM 0.0%
Value $106K Shares 2,300 Share Price $46.02 Est. Cost/Share $40.49 Unrealized @ Report Date
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $105K Shares 2,311 Share Price $45.43 Est. Cost/Share $29.55 Unrealized @ Report Date +53.7%
FUL FULLER H B CO COM 0.0%
Value $104K Shares 2,240 Share Price $46.56 * Est. Cost/Share $37.08 Unrealized @ Report Date +15.6%
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value $102K Shares 4,700 Share Price $21.67 Est. Cost/Share $20.24 Unrealized @ Report Date
PNR PENTAIR PLC SHS 0.0%
Value $99,225 Shares 2,625 Share Price $37.80 * Est. Cost/Share $32.52 Unrealized @ Report Date +6.3%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $98,395 Shares 1,494 Share Price $65.86 Est. Cost/Share $44.90 Unrealized @ Report Date +46.7%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value $97,946 Shares 3,367 Share Price $29.09 Est. Cost/Share $27.90 Unrealized @ Report Date +4.3%
BP BP PLC SPONSORED ADR 0.0%
Value $97,710 Shares 2,572 Share Price $37.99 Est. Cost/Share $32.21 Unrealized @ Report Date +17.9%
TREX TREX CO INC COM 0.0%
Value $97,295 Shares 1,070 Share Price $90.93 * Est. Cost/Share $22.49 Unrealized @ Report Date +79.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $96,593 Shares 618 Share Price $156.30 * Est. Cost/Share $41.23 Unrealized @ Report Date +67.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $96,157 Shares 575 Share Price $167.23 Est. Cost/Share $147.28 Unrealized @ Report Date +13.5%
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value $95,129 Shares 998 Share Price $95.32 * Est. Cost/Share $72.78 Unrealized @ Report Date +16.3%
MMS MAXIMUS INC COM 0.0%
Value $95,030 Shares 1,230 Share Price $77.26 Est. Cost/Share $61.69 Unrealized @ Report Date +25.2%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $93,242 Shares 3,988 Share Price $23.38 Est. Cost/Share $21.26 Unrealized @ Report Date
INTU INTUIT COM 0.0%
Value $93,079 Shares 350 Share Price $265.94 * Est. Cost/Share $244.78 Unrealized @ Report Date +4.3%
MARATHON OIL CORP COM 0.0%
Value $92,356 Shares 7,527 Share Price $12.27 Est. Cost/Share $11.14 Unrealized @ Report Date
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $92,004 Shares 1,979 Share Price $46.49 Est. Cost/Share $46.42 Unrealized @ Report Date
ALC ALCON AG ORD SHS 0.0%
Value $90,932 Shares 1,560 Share Price $58.29 Est. Cost/Share $57.87 Unrealized @ Report Date -0.7%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $90,443 Shares 1,550 Share Price $58.35 Est. Cost/Share $45.15 Unrealized @ Report Date +29.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $88,893 Shares 1,813 Share Price $49.03 Est. Cost/Share $45.92 Unrealized @ Report Date +6.8%
ETN EATON CORP PLC SHS 0.0%
Value $88,555 Shares 1,065 Share Price $83.15 * Est. Cost/Share $72.11 Unrealized @ Report Date +2.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $88,355 Shares 740 Share Price $119.40 Est. Cost/Share $113.57 Unrealized @ Report Date +5.1%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $86,435 Shares 965 Share Price $89.57 * Est. Cost/Share $62.11 Unrealized @ Report Date +33.8%
DORM DORMAN PRODS INC COM 0.0%
Value $85,506 Shares 1,075 Share Price $79.54 * Est. Cost/Share $58.89 Unrealized @ Report Date +31.8%
FAST FASTENAL CO COM 0.0%
Value $84,942 Shares 2,600 Share Price $32.67 * Est. Cost/Share $11.53 Unrealized @ Report Date +20.7%
SHEL SHELL PLC SPON ADS 0.0%
Value $84,744 Shares 1,440 Share Price $58.85 Est. Cost/Share $46.26 Unrealized @ Report Date +27.2%
HRL HORMEL FOODS CORP COM 0.0%
Value $83,962 Shares 1,920 Share Price $43.73 * Est. Cost/Share $30.92 Unrealized @ Report Date +19.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $83,611 Shares 919 Share Price $90.98 * Est. Cost/Share $60.10 Unrealized @ Report Date +36.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $83,414 Shares 770 Share Price $108.33 * Est. Cost/Share $89.88 Unrealized @ Report Date +16.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $83,361 Shares 1,365 Share Price $61.07 Est. Cost/Share $58.97 Unrealized @ Report Date +3.6%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $83,287 Shares 279 Share Price $298.52 Est. Cost/Share $268.75 Unrealized @ Report Date +11.1%
VLO VALERO ENERGY CORP COM 0.0%
Value $82,342 Shares 966 Share Price $85.24 * Est. Cost/Share $46.34 Unrealized @ Report Date +42.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $82,067 Shares 2,008 Share Price $40.87 Est. Cost/Share $36.59 Unrealized @ Report Date +11.7%
HSY HERSHEY CO COM 0.0%
Value $81,835 Shares 528 Share Price $154.99 * Est. Cost/Share $92.78 Unrealized @ Report Date +44.4%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value $80,878 Shares 850 Share Price $95.15 Est. Cost/Share $115.66 Unrealized @ Report Date -17.7%
XYL XYLEM INC COM 0.0%
Value $79,620 Shares 1,000 Share Price $79.62 * Est. Cost/Share $32.65 Unrealized @ Report Date +126.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $79,370 Shares 147 Share Price $539.93 * Est. Cost/Share $169.46 Unrealized @ Report Date +6.2%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $78,984 Shares 911 Share Price $86.70 Est. Cost/Share $90.31 Unrealized @ Report Date -4.0%
NFLX NETFLIX INC COM 0.0%
Value $78,948 Shares 295 Share Price $267.62 * Est. Cost/Share $34.07 Unrealized @ Report Date -21.5%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $78,725 Shares 1,388 Share Price $56.72 * Est. Cost/Share $18.27 Unrealized @ Report Date +3.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $78,638 Shares 2,207 Share Price $35.63 * Est. Cost/Share $17.98 Unrealized @ Report Date +43.3%
DIN DINE BRANDS GLOBAL INC COM 0.0%
Value $77,757 Shares 1,025 Share Price $75.86 * Est. Cost/Share $42.59 Unrealized @ Report Date +48.6%
PPL PPL CORP COM 0.0%
Value $77,056 Shares 2,447 Share Price $31.49 * Est. Cost/Share $22.29 Unrealized @ Report Date +8.8%
NWSA NEWS CORP NEW CL A 0.0%
Value $77,005 Shares 5,532 Share Price $13.92 * Est. Cost/Share $10.51 Unrealized @ Report Date +24.6%
EIX EDISON INTL COM 0.0%
Value $75,420 Shares 1,000 Share Price $75.42 * Est. Cost/Share $43.56 Unrealized @ Report Date +24.4%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value $73,412 Shares 2,460 Share Price $29.84 Est. Cost/Share $23.78 Unrealized @ Report Date +25.5%
GEN GEN DIGITAL INC COM 0.0%
Value $73,253 Shares 3,100 Share Price $23.63 * Est. Cost/Share $8.18 Unrealized @ Report Date +43.9%
HP HELMERICH & PAYNE INC COM 0.0%
Value $72,767 Shares 1,816 Share Price $40.07 * Est. Cost/Share $52.86 Unrealized @ Report Date -16.5%
MFC MANULIFE FINL CORP COM 0.0%
Value $72,283 Shares 3,937 Share Price $18.36 Est. Cost/Share $16.39 Unrealized @ Report Date +12.0%
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 0.0%
Value $71,682 Shares 1,100 Share Price $65.17 Est. Cost/Share $57.70 Unrealized @ Report Date
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $69,941 Shares 776 Share Price $90.13 Est. Cost/Share $84.70 Unrealized @ Report Date +6.4%
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value $69,515 Shares 1,650 Share Price $42.13 Est. Cost/Share $36.08 Unrealized @ Report Date
WSM WILLIAMS SONOMA INC COM 0.0%
Value $69,340 Shares 1,020 Share Price $67.98 * Est. Cost/Share $19.84 Unrealized @ Report Date +50.6%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value $69,190 Shares 540 Share Price $128.13 * Est. Cost/Share $100.40 Unrealized @ Report Date 0.0%
PINNACLE FINL PARTNERS INC COM 0.0%
Value $69,178 Shares 1,219 Share Price $56.75 Est. Cost/Share $66.38 Unrealized @ Report Date
HAL HALLIBURTON CO COM 0.0%
Value $69,048 Shares 3,663 Share Price $18.85 * Est. Cost/Share $27.05 Unrealized @ Report Date -32.5%
LEA LEAR CORP COM NEW 0.0%
Value $68,972 Shares 585 Share Price $117.90 * Est. Cost/Share $103.03 Unrealized @ Report Date +3.5%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $68,789 Shares 6,050 Share Price $11.37 Est. Cost/Share $7.45 Unrealized @ Report Date +52.6%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value $68,294 Shares 1,785 Share Price $38.26 Est. Cost/Share $31.45 Unrealized @ Report Date
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $68,030 Shares 547 Share Price $124.37 * Est. Cost/Share $88.42 Unrealized @ Report Date +34.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $67,754 Shares 1,057 Share Price $64.10 Est. Cost/Share $49.76 Unrealized @ Report Date +28.8%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $67,054 Shares 4,008 Share Price $16.73 Est. Cost/Share $15.75 Unrealized @ Report Date
PH PARKER-HANNIFIN CORP COM 0.0%
Value $66,826 Shares 370 Share Price $180.61 * Est. Cost/Share $107.41 Unrealized @ Report Date +53.8%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $66,813 Shares 25,308 Share Price $2.64 Est. Cost/Share $3.43 Unrealized @ Report Date -23.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $66,443 Shares 1,238 Share Price $53.67 Est. Cost/Share $52.13 Unrealized @ Report Date +2.9%
USB US BANCORP DEL COM NEW 0.0%
Value $66,408 Shares 1,200 Share Price $55.34 * Est. Cost/Share $27.80 Unrealized @ Report Date +52.6%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $65,274 Shares 12,900 Share Price $5.06 Est. Cost/Share $5.16 Unrealized @ Report Date -1.9%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $65,198 Shares 1,615 Share Price $40.37 Est. Cost/Share $57.51 Unrealized @ Report Date
CRM SALESFORCE INC COM 0.0%
Value $64,868 Shares 437 Share Price $148.44 Est. Cost/Share $144.64 Unrealized @ Report Date +1.4%
GPC GENUINE PARTS CO COM 0.0%
Value $64,734 Shares 650 Share Price $99.59 * Est. Cost/Share $66.65 Unrealized @ Report Date +25.0%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $63,825 Shares 5,189 Share Price $12.30 * Est. Cost/Share $40.19 Unrealized @ Report Date -8.2%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $62,912 Shares 4,183 Share Price $15.04 Est. Cost/Share $16.25 Unrealized @ Report Date
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $62,063 Shares 2,991 Share Price $20.75 Est. Cost/Share $20.95 Unrealized @ Report Date
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $60,885 Shares 538 Share Price $113.17 Est. Cost/Share $109.65 Unrealized @ Report Date +3.2%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value $60,730 Shares 506 Share Price $120.02 * Est. Cost/Share $50.71 Unrealized @ Report Date +18.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $60,034 Shares 1,034 Share Price $58.06 * Est. Cost/Share $25.80 Unrealized @ Report Date +12.5%
CG CARLYLE GROUP INC COM 0.0%
Value $59,908 Shares 2,344 Share Price $25.56 * Est. Cost/Share $15.05 Unrealized @ Report Date +27.6%
MSM MSC INDL DIRECT INC CL A 0.0%
Value $59,837 Shares 825 Share Price $72.53 * Est. Cost/Share $80.80 Unrealized @ Report Date -13.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value $59,505 Shares 493 Share Price $120.70 * Est. Cost/Share $42.82 Unrealized @ Report Date +40.9%
KELLANOVA COM 0.0%
Value $57,915 Shares 900 Share Price $64.35 * Est. Cost/Share $47.27 Unrealized @ Report Date -4.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $57,081 Shares 270 Share Price $211.41 * Est. Cost/Share $60.81 Unrealized @ Report Date +15.9%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $56,318 Shares 1,123 Share Price $50.15 Est. Cost/Share $43.04 Unrealized @ Report Date +16.5%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $55,606 Shares 320 Share Price $173.77 Est. Cost/Share $146.00 Unrealized @ Report Date +19.0%
SNY SANOFI SPONSORED ADR 0.0%
Value $55,596 Shares 1,200 Share Price $46.33 Est. Cost/Share $40.60 Unrealized @ Report Date +14.1%
BIZD VANECK BDC INCOME ETF 0.0%
Value $55,453 Shares 3,289 Share Price $16.86 Est. Cost/Share $17.46 Unrealized @ Report Date -3.5%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $54,612 Shares 300 Share Price $182.04 Est. Cost/Share $117.47 Unrealized @ Report Date +55.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $53,750 Shares 928 Share Price $57.92 Est. Cost/Share $53.70 Unrealized @ Report Date +7.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value $52,962 Shares 408 Share Price $129.81 * Est. Cost/Share $91.76 Unrealized @ Report Date +6.2%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $52,923 Shares 3,900 Share Price $13.57 Est. Cost/Share $12.05 Unrealized @ Report Date
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value $52,866 Shares 681 Share Price $77.63 Est. Cost/Share $75.91 Unrealized @ Report Date +2.3%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value $52,716 Shares 1,532 Share Price $34.41 Est. Cost/Share $37.12 Unrealized @ Report Date
AWR AMER STATES WTR CO COM 0.0%
Value $52,658 Shares 586 Share Price $89.86 * Est. Cost/Share $47.02 Unrealized @ Report Date +69.4%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value $52,634 Shares 1,407 Share Price $37.41 Est. Cost/Share $41.63 Unrealized @ Report Date -10.1%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value $52,088 Shares 999 Share Price $52.14 Est. Cost/Share $41.82 Unrealized @ Report Date
TRP TC ENERGY CORP COM 0.0%
Value $51,790 Shares 1,000 Share Price $51.79 * Est. Cost/Share $21.92 Unrealized @ Report Date +72.2%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $51,212 Shares 849 Share Price $60.32 * Est. Cost/Share $35.60 Unrealized @ Report Date +25.0%
MDU MDU RES GROUP INC COM 0.0%
Value $50,742 Shares 1,800 Share Price $28.19 * Est. Cost/Share $8.01 Unrealized @ Report Date +11.3%
GLD SPDR GOLD SHARES 0.0%
Value $49,299 Shares 355 Share Price $138.87 Est. Cost/Share $114.91 Unrealized @ Report Date +20.9%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $49,284 Shares 400 Share Price $123.21 * Est. Cost/Share $66.82 Unrealized @ Report Date +31.2%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $48,868 Shares 297 Share Price $164.54 Est. Cost/Share $128.89 Unrealized @ Report Date +27.7%
OMC OMNICOM GROUP INC COM 0.0%
Value $48,155 Shares 615 Share Price $78.30 * Est. Cost/Share $53.77 Unrealized @ Report Date +16.1%
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value $48,079 Shares 886 Share Price $54.27 Est. Cost/Share $52.55 Unrealized @ Report Date
PROSHARES ULTRASHORT S&P500 0.0%
Value $48,056 Shares 1,629 Share Price $29.50 Est. Cost/Share $30.72 Unrealized @ Report Date
MBB ISHARES MBS ETF 0.0%
Value $47,652 Shares 440 Share Price $108.30 Est. Cost/Share $108.99 Unrealized @ Report Date -0.6%
CME CME GROUP INC COM 0.0%
Value $47,552 Shares 225 Share Price $211.34 * Est. Cost/Share $65.83 Unrealized @ Report Date +153.1%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $47,440 Shares 325 Share Price $145.97 * Est. Cost/Share $71.28 Unrealized @ Report Date +84.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $47,101 Shares 213 Share Price $221.13 * Est. Cost/Share $137.07 Unrealized @ Report Date +36.1%
TXT TEXTRON INC COM 0.0%
Value $47,002 Shares 960 Share Price $48.96 Est. Cost/Share $58.38 Unrealized @ Report Date -17.1%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value $46,944 Shares 1,800 Share Price $26.08 Est. Cost/Share $28.22 Unrealized @ Report Date -7.6%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value $46,721 Shares 1,707 Share Price $27.37 Est. Cost/Share $27.91 Unrealized @ Report Date -1.9%
KBWY INVESCO KBW PREMIUM YIELD EQUITY REIT ETF 0.0%
Value $45,471 Shares 1,456 Share Price $31.23 Est. Cost/Share $36.17 Unrealized @ Report Date
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $45,284 Shares 813 Share Price $55.70 * Est. Cost/Share $49.33 Unrealized @ Report Date -4.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $45,205 Shares 1,195 Share Price $37.83 * Est. Cost/Share $16.90 Unrealized @ Report Date +87.8%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $44,711 Shares 319 Share Price $140.16 * Est. Cost/Share $61.97 Unrealized @ Report Date +79.8%
IQ CBRE NEXTGEN REAL ESTATE ETF 0.0%
Value $44,575 Shares 1,740 Share Price $25.62 Est. Cost/Share $27.08 Unrealized @ Report Date
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $44,492 Shares 200 Share Price $222.46 * Est. Cost/Share $22.52 Unrealized @ Report Date +87.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $44,378 Shares 346 Share Price $128.26 Est. Cost/Share $100.97 Unrealized @ Report Date +27.0%
DVYA ISHARES ASIA/PACIFIC DIVIDEND ETF 0.0%
Value $44,344 Shares 1,033 Share Price $42.93 Est. Cost/Share $48.26 Unrealized @ Report Date
PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 0.0%
Value $44,193 Shares 1,929 Share Price $22.91 Est. Cost/Share $24.26 Unrealized @ Report Date
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value $43,673 Shares 1,876 Share Price $23.28 Est. Cost/Share $25.26 Unrealized @ Report Date
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $43,308 Shares 1,800 Share Price $24.06 * Est. Cost/Share $16.97 Unrealized @ Report Date +2.6%
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value $42,735 Shares 3,500 Share Price $12.21 Est. Cost/Share $13.54 Unrealized @ Report Date
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $42,666 Shares 535 Share Price $79.75 Est. Cost/Share $126.54 Unrealized @ Report Date -37.0%
AVY AVERY DENNISON CORP COM 0.0%
Value $42,589 Shares 375 Share Price $113.57 * Est. Cost/Share $91.54 Unrealized @ Report Date +11.5%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value $41,593 Shares 1,992 Share Price $20.88 Est. Cost/Share $24.06 Unrealized @ Report Date
EXP EAGLE MATLS INC COM 0.0%
Value $41,405 Shares 460 Share Price $90.01 * Est. Cost/Share $79.23 Unrealized @ Report Date +10.1%
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $39,850 Shares 1,000 Share Price $39.85 Est. Cost/Share $37.55 Unrealized @ Report Date +6.1%
CIT GROUP INC COM NEW 0.0%
Value $39,601 Shares 874 Share Price $45.31 Est. Cost/Share $31.03 Unrealized @ Report Date
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $39,549 Shares 1,121 Share Price $35.28 Est. Cost/Share $33.72 Unrealized @ Report Date +4.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $39,299 Shares 488 Share Price $80.53 * Est. Cost/Share $33.43 Unrealized @ Report Date +20.4%
CC CHEMOURS CO COM 0.0%
Value $38,680 Shares 2,589 Share Price $14.94 * Est. Cost/Share $10.02 Unrealized @ Report Date +15.9%
SEIC SEI INVTS CO COM 0.0%
Value $38,516 Shares 650 Share Price $59.26 * Est. Cost/Share $50.21 Unrealized @ Report Date +8.5%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value $38,160 Shares 1,200 Share Price $31.80 Est. Cost/Share $36.19 Unrealized @ Report Date -12.1%
AZO AUTOZONE INC COM 0.0%
Value $37,962 Shares 35 Share Price $1084.63 Est. Cost/Share $1120.85 Unrealized @ Report Date -3.2%
BBY BEST BUY INC COM 0.0%
Value $37,945 Shares 550 Share Price $68.99 * Est. Cost/Share $52.69 Unrealized @ Report Date +2.4%
IQV IQVIA HLDGS INC COM 0.0%
Value $37,345 Shares 250 Share Price $149.38 Est. Cost/Share $136.09 Unrealized @ Report Date +9.8%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value $37,242 Shares 584 Share Price $63.77 Est. Cost/Share $63.27 Unrealized @ Report Date +0.8%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $36,788 Shares 750 Share Price $49.05 Est. Cost/Share $49.28 Unrealized @ Report Date -0.5%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value $35,801 Shares 553 Share Price $64.74 * Est. Cost/Share $24.47 Unrealized @ Report Date +32.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $35,247 Shares 100 Share Price $352.47 Est. Cost/Share $267.28 Unrealized @ Report Date +31.9%
VDE VANGUARD ENERGY ETF 0.0%
Value $35,187 Shares 451 Share Price $78.02 Est. Cost/Share $88.82 Unrealized @ Report Date -12.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $35,032 Shares 417 Share Price $84.01 * Est. Cost/Share $10.27 Unrealized @ Report Date +2.2%
NOV NOV INC COM 0.0%
Value $34,980 Shares 1,650 Share Price $21.20 Est. Cost/Share $30.94 Unrealized @ Report Date -31.1%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $34,962 Shares 2,450 Share Price $14.27 * Est. Cost/Share $9.75 Unrealized @ Report Date +9.3%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $34,616 Shares 375 Share Price $92.31 Est. Cost/Share $62.17 Unrealized @ Report Date +48.5%
IPGP IPG PHOTONICS CORP COM 0.0%
Value $33,900 Shares 250 Share Price $135.60 * Est. Cost/Share $107.15 Unrealized @ Report Date +23.6%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value $33,891 Shares 642 Share Price $52.79 Est. Cost/Share $53.46 Unrealized @ Report Date -1.3%
CDK GLOBAL INC COM 0.0%
Value $33,567 Shares 698 Share Price $48.09 Est. Cost/Share $46.55 Unrealized @ Report Date
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value $33,251 Shares 325 Share Price $102.31 * Est. Cost/Share $81.17 Unrealized @ Report Date +2.5%
IVZ INVESCO LTD SHS 0.0%
Value $32,928 Shares 1,944 Share Price $16.94 * Est. Cost/Share $18.42 Unrealized @ Report Date -28.8%
RL RALPH LAUREN CORP CL A 0.0%
Value $32,460 Shares 340 Share Price $95.47 * Est. Cost/Share $69.03 Unrealized @ Report Date +23.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $31,511 Shares 278 Share Price $113.35 Est. Cost/Share $106.70 Unrealized @ Report Date +6.2%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value $31,453 Shares 494 Share Price $63.67 Est. Cost/Share $88.85 Unrealized @ Report Date
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value $31,348 Shares 1,510 Share Price $20.76 Est. Cost/Share $33.69 Unrealized @ Report Date
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $31,214 Shares 401 Share Price $77.84 Est. Cost/Share $70.18 Unrealized @ Report Date +10.9%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value $30,960 Shares 2,000 Share Price $15.48 Est. Cost/Share $14.97 Unrealized @ Report Date
CRMT AMERICAS CAR-MART INC COM 0.0%
Value $30,536 Shares 333 Share Price $91.70 * Est. Cost/Share $24.51 Unrealized @ Report Date +261.7%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $30,191 Shares 350 Share Price $86.26 * Est. Cost/Share $46.57 Unrealized @ Report Date +45.9%
LIN LINDE PLC SHS 0.0%
Value $30,027 Shares 155 Share Price $193.72 * Est. Cost/Share $143.15 Unrealized @ Report Date +23.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $29,378 Shares 228 Share Price $128.85 Est. Cost/Share $131.35 Unrealized @ Report Date -1.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $28,671 Shares 555 Share Price $51.66 Est. Cost/Share $54.63 Unrealized @ Report Date -5.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $28,570 Shares 500 Share Price $57.14 * Est. Cost/Share $44.39 Unrealized @ Report Date +1.2%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value $28,213 Shares 185 Share Price $152.50 Est. Cost/Share $134.11 Unrealized @ Report Date +13.7%
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value $28,141 Shares 1,150 Share Price $24.47 Est. Cost/Share $24.48 Unrealized @ Report Date
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $28,016 Shares 170 Share Price $164.80 * Est. Cost/Share $146.34 Unrealized @ Report Date +0.8%
KANSAS CITY SOUTHERN COM NEW 0.0%
Value $27,932 Shares 210 Share Price $133.01 Est. Cost/Share $126.35 Unrealized @ Report Date
INDIA FD INC COM 0.0%
Value $27,884 Shares 1,358 Share Price $20.53 Est. Cost/Share $21.28 Unrealized @ Report Date
XYZ BLOCK INC CL A 0.0%
Value $27,878 Shares 450 Share Price $61.95 Est. Cost/Share $68.03 Unrealized @ Report Date -8.9%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $27,859 Shares 1,761 Share Price $15.82 * Est. Cost/Share $7.89 Unrealized @ Report Date +55.2%
AUDC AUDIOCODES LTD ORD 0.0%
Value $27,438 Shares 1,451 Share Price $18.91 * Est. Cost/Share $13.70 Unrealized @ Report Date +11.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $27,424 Shares 800 Share Price $34.28 Est. Cost/Share $31.06 Unrealized @ Report Date +10.4%
PRK PARK NATL CORP COM 0.0%
Value $27,400 Shares 289 Share Price $94.81 Est. Cost/Share $96.97 Unrealized @ Report Date -2.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $27,090 Shares 179 Share Price $151.34 Est. Cost/Share $126.11 Unrealized @ Report Date +20.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $26,865 Shares 270 Share Price $99.50 Est. Cost/Share $106.29 Unrealized @ Report Date -6.4%
KEY KEYCORP COM 0.0%
Value $26,760 Shares 1,500 Share Price $17.84 * Est. Cost/Share $9.60 Unrealized @ Report Date +32.2%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $26,109 Shares 448 Share Price $58.28 Est. Cost/Share $53.74 Unrealized @ Report Date +8.5%
ROST ROSS STORES INC COM 0.0%
Value $25,815 Shares 235 Share Price $109.85 * Est. Cost/Share $84.34 Unrealized @ Report Date +22.5%
QTS RLTY TR INC COM CL A 0.0%
Value $25,705 Shares 500 Share Price $51.41 Est. Cost/Share $37.05 Unrealized @ Report Date
BIIB BIOGEN INC COM 0.0%
Value $25,610 Shares 110 Share Price $232.82 Est. Cost/Share $286.60 Unrealized @ Report Date -18.8%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value $24,905 Shares 1,130 Share Price $22.04 * Est. Cost/Share $21.84 Unrealized @ Report Date -11.2%
EA ELECTRONIC ARTS INC COM 0.0%
Value $24,846 Shares 254 Share Price $97.82 * Est. Cost/Share $92.63 Unrealized @ Report Date +2.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $24,832 Shares 400 Share Price $62.08 * Est. Cost/Share $42.29 Unrealized @ Report Date +18.8%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $24,821 Shares 463 Share Price $53.61 Est. Cost/Share $58.35 Unrealized @ Report Date -8.1%
KHC KRAFT HEINZ CO COM 0.0%
Value $24,443 Shares 875 Share Price $27.93 * Est. Cost/Share $48.52 Unrealized @ Report Date -57.2%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $24,395 Shares 650 Share Price $37.53 Est. Cost/Share $37.61 Unrealized @ Report Date -0.2%
SCI SERVICE CORP INTL COM 0.0%
Value $24,048 Shares 503 Share Price $47.81 Est. Cost/Share $28.51 Unrealized @ Report Date +67.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $23,906 Shares 233 Share Price $102.60 Est. Cost/Share $79.80 Unrealized @ Report Date +28.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $23,656 Shares 816 Share Price $28.99 Est. Cost/Share $18.05 Unrealized @ Report Date +60.6%
UNFI UNITED NAT FOODS INC COM 0.0%
Value $23,616 Shares 2,050 Share Price $11.52 * Est. Cost/Share $30.94 Unrealized @ Report Date -69.1%
GNRC GENERAC HLDGS INC COM 0.0%
Value $23,502 Shares 300 Share Price $78.34 Est. Cost/Share $49.67 Unrealized @ Report Date +57.7%
ZD ZIFF DAVIS INC COM 0.0%
Value $23,159 Shares 255 Share Price $90.82 * Est. Cost/Share $71.76 Unrealized @ Report Date +5.6%
IDXX IDEXX LABS INC COM 0.0%
Value $23,114 Shares 85 Share Price $271.93 Est. Cost/Share $206.43 Unrealized @ Report Date +31.7%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $23,056 Shares 205 Share Price $112.47 Est. Cost/Share $107.04 Unrealized @ Report Date +5.1%
O REALTY INCOME CORP COM 0.0%
Value $23,004 Shares 300 Share Price $76.68 * Est. Cost/Share $51.29 Unrealized @ Report Date +6.6%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $22,885 Shares 426 Share Price $53.72 Est. Cost/Share $48.16 Unrealized @ Report Date +11.5%
DNP SELECT INCOME FD INC COM 0.0%
Value $22,196 Shares 1,726 Share Price $12.86 Est. Cost/Share $10.70 Unrealized @ Report Date
DXC DXC TECHNOLOGY CO COM 0.0%
Value $21,830 Shares 740 Share Price $29.50 * Est. Cost/Share $62.87 Unrealized @ Report Date -34.3%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value $21,675 Shares 1,500 Share Price $14.45 Est. Cost/Share $12.20 Unrealized @ Report Date
MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 0.0%
Value $21,504 Shares 705 Share Price $30.50 Est. Cost/Share $30.51 Unrealized @ Report Date -0.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value $21,302 Shares 260 Share Price $81.93 Est. Cost/Share $68.17 Unrealized @ Report Date
TENNECO INC CL A VTG COM STK 0.0%
Value $21,284 Shares 1,700 Share Price $12.52 Est. Cost/Share $52.02 Unrealized @ Report Date
WAB WABTEC COM 0.0%
Value $21,199 Shares 295 Share Price $71.86 * Est. Cost/Share $69.17 Unrealized @ Report Date +0.1%
ES EVERSOURCE ENERGY COM 0.0%
Value $21,026 Shares 246 Share Price $85.47 * Est. Cost/Share $38.85 Unrealized @ Report Date +75.8%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value $20,464 Shares 182 Share Price $112.44 * Est. Cost/Share $52.93 Unrealized @ Report Date +6.2%
RY ROYAL BK CDA COM 0.0%
Value $20,452 Shares 252 Share Price $81.16 * Est. Cost/Share $52.72 Unrealized @ Report Date +48.1%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $19,815 Shares 300 Share Price $66.05 Est. Cost/Share $53.02 Unrealized @ Report Date +24.6%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $19,603 Shares 378 Share Price $51.86 * Est. Cost/Share $24.66 Unrealized @ Report Date -2.3%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $19,427 Shares 114 Share Price $170.41 * Est. Cost/Share $155.32 Unrealized @ Report Date +1.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value $19,417 Shares 132 Share Price $147.10 * Est. Cost/Share $77.02 Unrealized @ Report Date +71.1%
AON AON PLC SHS CL A 0.0%
Value $19,357 Shares 100 Share Price $193.57 * Est. Cost/Share $183.64 Unrealized @ Report Date +0.4%
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value $19,280 Shares 4,000 Share Price $4.82 Est. Cost/Share $5.80 Unrealized @ Report Date
MFS INTER INCOME TR SH BEN INT 0.0%
Value $19,100 Shares 5,000 Share Price $3.82 Est. Cost/Share $4.31 Unrealized @ Report Date
VRSN VERISIGN INC COM 0.0%
Value $18,863 Shares 100 Share Price $188.63 * Est. Cost/Share $82.37 Unrealized @ Report Date +147.4%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $18,438 Shares 273 Share Price $67.54 Est. Cost/Share $45.80 Unrealized @ Report Date +47.5%
WESTERN ASSET INTER MUNI FD IN COM 0.0%
Value $18,360 Shares 2,000 Share Price $9.18 Est. Cost/Share $10.37 Unrealized @ Report Date
BBH VANECK BIOTECH ETF 0.0%
Value $18,287 Shares 155 Share Price $117.98 Est. Cost/Share $116.94 Unrealized @ Report Date +0.9%
PETS PETMED EXPRESS INC COM 0.0%
Value $18,020 Shares 1,000 Share Price $18.02 * Est. Cost/Share $17.13 Unrealized @ Report Date -3.6%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value $17,817 Shares 300 Share Price $59.39 Est. Cost/Share $58.87 Unrealized @ Report Date +0.9%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value $17,543 Shares 427 Share Price $41.08 Est. Cost/Share $31.51 Unrealized @ Report Date
SR SPIRE INC COM 0.0%
Value $17,448 Shares 200 Share Price $87.24 Est. Cost/Share $71.02 Unrealized @ Report Date
NVDA NVIDIA CORPORATION COM 0.0%
Value $17,407 Shares 100 Share Price $174.07 * Est. Cost/Share $4.67 Unrealized @ Report Date -7.4%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $17,370 Shares 300 Share Price $57.90 Est. Cost/Share $42.68 Unrealized @ Report Date +35.7%
PLNT PLANET FITNESS INC CL A 0.0%
Value $17,361 Shares 300 Share Price $57.87 * Est. Cost/Share $75.35 Unrealized @ Report Date -6.5%
DY DYCOM INDS INC COM 0.0%
Value $17,357 Shares 340 Share Price $51.05 Est. Cost/Share $95.94 Unrealized @ Report Date -46.8%
AEE AMEREN CORP COM 0.0%
Value $17,154 Shares 214 Share Price $80.16 * Est. Cost/Share $37.08 Unrealized @ Report Date +80.6%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $17,095 Shares 184 Share Price $92.91 * Est. Cost/Share $36.89 Unrealized @ Report Date +11.9%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value $16,811 Shares 1,050 Share Price $16.01 Est. Cost/Share $16.01 Unrealized @ Report Date
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value $16,760 Shares 450 Share Price $37.24 * Est. Cost/Share $25.87 Unrealized @ Report Date +11.7%
RUN SUNRUN INC COM 0.0%
Value $16,705 Shares 1,000 Share Price $16.70 * Est. Cost/Share $8.81 Unrealized @ Report Date +98.2%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $16,524 Shares 400 Share Price $41.31 Est. Cost/Share $31.57 Unrealized @ Report Date +30.8%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $16,506 Shares 259 Share Price $63.73 * Est. Cost/Share $16.30 Unrealized @ Report Date +30.3%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $16,285 Shares 100 Share Price $162.85 * Est. Cost/Share $67.25 Unrealized @ Report Date +21.1%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $16,084 Shares 200 Share Price $80.42 Est. Cost/Share $125.65 Unrealized @ Report Date -36.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $16,023 Shares 89 Share Price $180.03 * Est. Cost/Share $32.08 Unrealized @ Report Date +40.3%
MGA MAGNA INTL INC COM 0.0%
Value $15,999 Shares 300 Share Price $53.33 * Est. Cost/Share $33.44 Unrealized @ Report Date +21.5%
MTB M & T BK CORP COM 0.0%
Value $15,797 Shares 100 Share Price $157.97 * Est. Cost/Share $104.02 Unrealized @ Report Date +23.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $15,663 Shares 290 Share Price $54.01 * Est. Cost/Share $51.29 Unrealized @ Report Date -2.7%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $15,644 Shares 351 Share Price $44.57 Est. Cost/Share $35.11 Unrealized @ Report Date
TOTALENERGIES SE SPONSORED ADS 0.0%
Value $15,600 Shares 300 Share Price $52.00 Est. Cost/Share $54.94 Unrealized @ Report Date
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $15,530 Shares 255 Share Price $60.90 Est. Cost/Share $38.81 Unrealized @ Report Date +56.9%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value $15,299 Shares 350 Share Price $43.71 * Est. Cost/Share $59.44 Unrealized @ Report Date -24.6%
AVGO BROADCOM INC COM 0.0%
Value $15,184 Shares 55 Share Price $276.07 * Est. Cost/Share $22.86 Unrealized @ Report Date +2.9%
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value $14,830 Shares 1,000 Share Price $14.83 Est. Cost/Share $17.40 Unrealized @ Report Date
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value $14,575 Shares 500 Share Price $29.15 * Est. Cost/Share $12.15 Unrealized @ Report Date +75.9%
CB CHUBB LIMITED COM 0.0%
Value $14,530 Shares 90 Share Price $161.44 * Est. Cost/Share $96.06 Unrealized @ Report Date +52.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $14,440 Shares 2,000 Share Price $7.22 * Est. Cost/Share $9.44 Unrealized @ Report Date -26.3%
MHK MOHAWK INDS INC COM 0.0%
Value $14,268 Shares 115 Share Price $124.07 * Est. Cost/Share $195.75 Unrealized @ Report Date -34.4%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $14,177 Shares 185 Share Price $76.63 * Est. Cost/Share $35.23 Unrealized @ Report Date +108.4%
CNK CINEMARK HLDGS INC COM 0.0%
Value $14,142 Shares 366 Share Price $38.64 * Est. Cost/Share $27.26 Unrealized @ Report Date +34.2%
FRO FRONTLINE PLC COM 0.0%
Value $13,650 Shares 1,500 Share Price $9.10 * Est. Cost/Share $4.32 Unrealized @ Report Date +13.6%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $13,633 Shares 100 Share Price $136.33 Est. Cost/Share $89.15 Unrealized @ Report Date +52.9%
GXC SPDR S&P CHINA ETF 0.0%
Value $13,539 Shares 150 Share Price $90.26 Est. Cost/Share $69.79 Unrealized @ Report Date
RMD RESMED INC COM 0.0%
Value $13,511 Shares 100 Share Price $135.11 * Est. Cost/Share $70.28 Unrealized @ Report Date +82.2%
RPAY REPAY HLDGS CORP COM CL A 0.0%
Value $13,330 Shares 1,000 Share Price $13.33 * Est. Cost/Share $12.17 Unrealized @ Report Date 0.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $12,942 Shares 210 Share Price $61.63 * Est. Cost/Share $6.78 Unrealized @ Report Date +13.5%
FTV FORTIVE CORP COM 0.0%
Value $12,889 Shares 188 Share Price $68.56 * Est. Cost/Share $30.87 Unrealized @ Report Date +36.4%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value $12,820 Shares 500 Share Price $25.64 Est. Cost/Share $26.81 Unrealized @ Report Date
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value $12,810 Shares 200 Share Price $64.05 Est. Cost/Share $68.26 Unrealized @ Report Date -6.2%
NOW SERVICENOW INC COM 0.0%
Value $12,693 Shares 50 Share Price $253.86 * Est. Cost/Share $54.38 Unrealized @ Report Date -6.6%
SJM SMUCKER J M CO COM NEW 0.0%
Value $12,652 Shares 115 Share Price $110.02 * Est. Cost/Share $90.29 Unrealized @ Report Date -0.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $12,607 Shares 15 Share Price $840.47 * Est. Cost/Share $15.95 Unrealized @ Report Date +5.4%
FLO FLOWERS FOODS INC COM 0.0%
Value $12,305 Shares 532 Share Price $23.13 * Est. Cost/Share $13.78 Unrealized @ Report Date +29.8%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $12,072 Shares 57 Share Price $211.79 * Est. Cost/Share $107.73 Unrealized @ Report Date +70.9%
ISHARES INTERNATIONAL PREFERRED STOCK ETF 0.0%
Value $12,064 Shares 800 Share Price $15.08 Est. Cost/Share $15.62 Unrealized @ Report Date
TSLA TESLA INC COM 0.0%
Value $12,044 Shares 50 Share Price $240.88 * Est. Cost/Share $18.72 Unrealized @ Report Date -14.2%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $11,984 Shares 405 Share Price $29.59 Est. Cost/Share $21.87 Unrealized @ Report Date +35.3%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value $11,913 Shares 155 Share Price $76.86 Est. Cost/Share $66.62 Unrealized @ Report Date
MKL MARKEL GROUP INC COM 0.0%
Value $11,819 Shares 10 Share Price $1181.90 Est. Cost/Share $891.63 Unrealized @ Report Date +32.6%
NEU NEWMARKET CORP COM 0.0%
Value $11,802 Shares 25 Share Price $472.08 * Est. Cost/Share $347.26 Unrealized @ Report Date +12.4%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value $10,950 Shares 100 Share Price $109.50 Est. Cost/Share $109.77 Unrealized @ Report Date -0.2%
EFC ELLINGTON FINANCIAL INC COM 0.0%
Value $10,842 Shares 600 Share Price $18.07 Est. Cost/Share $17.36 Unrealized @ Report Date
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value $10,829 Shares 188 Share Price $57.60 * Est. Cost/Share $49.40 Unrealized @ Report Date +11.8%
INTERPUBLIC GROUP COS INC COM 0.0%
Value $10,780 Shares 500 Share Price $21.56 * Est. Cost/Share $14.88 Unrealized @ Report Date +12.3%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $10,534 Shares 140 Share Price $75.24 * Est. Cost/Share $40.50 Unrealized @ Report Date +72.5%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $10,502 Shares 106 Share Price $99.08 Est. Cost/Share $92.96 Unrealized @ Report Date
NI NISOURCE INC COM 0.0%
Value $10,472 Shares 350 Share Price $29.92 * Est. Cost/Share $15.66 Unrealized @ Report Date +51.5%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $10,404 Shares 180 Share Price $57.80 Est. Cost/Share $44.13 Unrealized @ Report Date +31.0%
SOUTHWESTERN ENERGY CO COM 0.0%
Value $10,215 Shares 5,293 Share Price $1.93 Est. Cost/Share $5.49 Unrealized @ Report Date
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value $10,083 Shares 500 Share Price $20.17 Est. Cost/Share $20.02 Unrealized @ Report Date +0.7%
XPMQX PIMCO MUN INCOME FD III COM 0.0%
Value $9,905 Shares 775 Share Price $12.78 Est. Cost/Share $12.10 Unrealized @ Report Date
AVD AMERICAN VANGUARD CORP COM 0.0%
Value $9,813 Shares 625 Share Price $15.70 * Est. Cost/Share $15.41 Unrealized @ Report Date -7.4%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $9,688 Shares 105 Share Price $92.27 Est. Cost/Share $67.19 Unrealized @ Report Date +37.3%
TJX TJX COS INC NEW COM 0.0%
Value $9,587 Shares 172 Share Price $55.74 * Est. Cost/Share $38.75 Unrealized @ Report Date +32.6%
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value $9,540 Shares 1,000 Share Price $9.54 Est. Cost/Share $12.19 Unrealized @ Report Date
VAW VANGUARD MATERIALS ETF 0.0%
Value $9,479 Shares 75 Share Price $126.39 Est. Cost/Share $132.99 Unrealized @ Report Date -5.0%
BYND BEYOND MEAT INC COM 0.0%
Value $9,363 Shares 63 Share Price $148.62 * Est. Cost/Share $147.81 Unrealized @ Report Date +11.4%
SHOP SHOPIFY INC CL A 0.0%
Value $9,350 Shares 30 Share Price $311.67 * Est. Cost/Share $26.03 Unrealized @ Report Date +19.7%
AN AUTONATION INC COM 0.0%
Value $9,329 Shares 184 Share Price $50.70 Est. Cost/Share $48.43 Unrealized @ Report Date +4.7%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $9,200 Shares 160 Share Price $57.50 * Est. Cost/Share $66.93 Unrealized @ Report Date -26.9%
NJR NEW JERSEY RES CORP COM 0.0%
Value $9,044 Shares 200 Share Price $45.22 * Est. Cost/Share $25.00 Unrealized @ Report Date +43.7%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $9,036 Shares 400 Share Price $22.59 Est. Cost/Share $22.71 Unrealized @ Report Date
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $9,009 Shares 47 Share Price $191.68 Est. Cost/Share $124.79 Unrealized @ Report Date +54.4%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $8,991 Shares 100 Share Price $89.91 * Est. Cost/Share $86.64 Unrealized @ Report Date -19.1%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value $8,916 Shares 600 Share Price $14.86 Est. Cost/Share $15.53 Unrealized @ Report Date
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $8,891 Shares 55 Share Price $161.65 * Est. Cost/Share $20.56 Unrealized @ Report Date +31.1%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $8,865 Shares 375 Share Price $23.64 Est. Cost/Share $22.55 Unrealized @ Report Date
JBGS JBG SMITH PPTYS COM 0.0%
Value $8,665 Shares 221 Share Price $39.21 Est. Cost/Share $34.21 Unrealized @ Report Date
HWM HOWMET AEROSPACE INC COM 0.0%
Value $8,658 Shares 333 Share Price $26.00 * Est. Cost/Share $13.55 Unrealized @ Report Date +45.0%
PESI PERMA-FIX ENVIRONMENTAL SVCS COM NEW 0.0%
Value $8,626 Shares 1,900 Share Price $4.54 * Est. Cost/Share $3.75 Unrealized @ Report Date +3.9%
OEF ISHARES S&P 100 ETF 0.0%
Value $8,415 Shares 64 Share Price $131.48 Est. Cost/Share $99.80 Unrealized @ Report Date +31.8%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $8,326 Shares 75 Share Price $111.01 * Est. Cost/Share $51.77 Unrealized @ Report Date +67.1%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value $8,188 Shares 25 Share Price $327.52 * Est. Cost/Share $192.09 Unrealized @ Report Date +59.7%
LEG LEGGETT & PLATT INC COM 0.0%
Value $8,188 Shares 200 Share Price $40.94 * Est. Cost/Share $39.24 Unrealized @ Report Date 0.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $8,173 Shares 130 Share Price $62.87 Est. Cost/Share $40.39 Unrealized @ Report Date +55.7%
AAON AAON INC COM PAR $0.004 0.0%
Value $8,040 Shares 175 Share Price $45.94 * Est. Cost/Share $17.81 Unrealized @ Report Date +75.0%
VYX NCR VOYIX CORPORATION COM 0.0%
Value $7,890 Shares 250 Share Price $31.56 * Est. Cost/Share $14.34 Unrealized @ Report Date +34.7%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value $7,840 Shares 500 Share Price $15.68 * Est. Cost/Share $8.57 Unrealized @ Report Date +88.9%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $7,654 Shares 200 Share Price $38.27 Est. Cost/Share $51.64 Unrealized @ Report Date
FLR FLUOR CORP NEW COM 0.0%
Value $7,652 Shares 400 Share Price $19.13 * Est. Cost/Share $41.22 Unrealized @ Report Date -43.5%
ADSK AUTODESK INC COM 0.0%
Value $7,385 Shares 50 Share Price $147.70 Est. Cost/Share $168.13 Unrealized @ Report Date -12.2%
BLACKROCK FLOATING RATE INC TR COM 0.0%
Value $7,362 Shares 600 Share Price $12.27 Est. Cost/Share $13.20 Unrealized @ Report Date
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value $7,127 Shares 130 Share Price $54.82 Est. Cost/Share $47.69 Unrealized @ Report Date +14.9%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value $6,903 Shares 550 Share Price $12.55 Est. Cost/Share $13.80 Unrealized @ Report Date
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $6,838 Shares 125 Share Price $54.70 * Est. Cost/Share $40.22 Unrealized @ Report Date +5.9%
ADI ANALOG DEVICES INC COM 0.0%
Value $6,816 Shares 61 Share Price $111.74 * Est. Cost/Share $80.63 Unrealized @ Report Date +23.8%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value $6,810 Shares 500 Share Price $13.62 Est. Cost/Share $12.97 Unrealized @ Report Date
TRIP TRIPADVISOR INC COM 0.0%
Value $6,769 Shares 175 Share Price $38.68 * Est. Cost/Share $58.87 Unrealized @ Report Date -37.1%
DROPSUITE LTD 0.0%
Value $6,623 Shares 1,462 Share Price $4.53 Est. Cost/Share $5.85 Unrealized @ Report Date
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $6,482 Shares 422 Share Price $15.36 Est. Cost/Share $16.37 Unrealized @ Report Date
PRG PROG HOLDINGS INC COM NPV 0.0%
Value $6,426 Shares 100 Share Price $64.26 * Est. Cost/Share $45.92 Unrealized @ Report Date +12.3%
BHP GROUP PLC SPONSORED ADR 0.0%
Value $6,383 Shares 149 Share Price $42.84 Est. Cost/Share $42.84 Unrealized @ Report Date
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.0%
Value $6,308 Shares 250 Share Price $25.23 Est. Cost/Share $25.23 Unrealized @ Report Date
HANESBRANDS INC COM 0.0%
Value $6,128 Shares 400 Share Price $15.32 Est. Cost/Share $22.06 Unrealized @ Report Date
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $5,911 Shares 50 Share Price $118.22 * Est. Cost/Share $99.00 Unrealized @ Report Date +0.1%
STEELCASE INC CL A 0.0%
Value $5,872 Shares 319 Share Price $18.41 Est. Cost/Share $16.75 Unrealized @ Report Date
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value $5,863 Shares 375 Share Price $15.63 Est. Cost/Share $15.82 Unrealized @ Report Date
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value $5,762 Shares 99 Share Price $58.20 * Est. Cost/Share $29.43 Unrealized @ Report Date -1.1%
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value $5,569 Shares 100 Share Price $55.69 Est. Cost/Share $55.73 Unrealized @ Report Date -0.1%
EDU NEW ORIENTAL ED & TECHNOLOGY G SPON ADR 0.0%
Value $5,538 Shares 50 Share Price $110.76 Est. Cost/Share $96.58 Unrealized @ Report Date
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $5,530 Shares 250 Share Price $22.12 Est. Cost/Share $26.01 Unrealized @ Report Date -15.0%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $5,482 Shares 29 Share Price $189.03 * Est. Cost/Share $33.70 Unrealized @ Report Date +12.2%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value $5,481 Shares 62 Share Price $88.40 Est. Cost/Share $69.49 Unrealized @ Report Date +27.2%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $5,330 Shares 80 Share Price $66.63 Est. Cost/Share $59.27 Unrealized @ Report Date
PKG PACKAGING CORP AMER COM 0.0%
Value $5,305 Shares 50 Share Price $106.10 * Est. Cost/Share $79.33 Unrealized @ Report Date +10.8%
BLD TOPBUILD CORP COM 0.0%
Value $5,304 Shares 55 Share Price $96.44 Est. Cost/Share $27.04 Unrealized @ Report Date +256.6%
VTV VANGUARD VALUE ETF 0.0%
Value $5,277 Shares 47 Share Price $112.28 Est. Cost/Share $110.61 Unrealized @ Report Date +0.9%
EARN ELLINGTON RESIDENTIAL MTG REIT COM SHS BEN INT 0.0%
Value $5,270 Shares 500 Share Price $10.54 Est. Cost/Share $11.63 Unrealized @ Report Date
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value $5,260 Shares 1,000 Share Price $5.26 Est. Cost/Share $4.74 Unrealized @ Report Date
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $5,248 Shares 200 Share Price $26.24 * Est. Cost/Share $14.42 Unrealized @ Report Date +73.5%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $5,163 Shares 350 Share Price $14.75 * Est. Cost/Share $13.42 Unrealized @ Report Date +4.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $5,147 Shares 92 Share Price $55.95 Est. Cost/Share $47.83 Unrealized @ Report Date +17.0%
OTEX OPEN TEXT CORP COM 0.0%
Value $5,101 Shares 125 Share Price $40.81 * Est. Cost/Share $33.59 Unrealized @ Report Date +2.9%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value $5,069 Shares 85 Share Price $59.64 * Est. Cost/Share $28.83 Unrealized @ Report Date +51.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $4,805 Shares 117 Share Price $41.07 * Est. Cost/Share $33.72 Unrealized @ Report Date +1.7%
GL GLOBE LIFE INC COM 0.0%
Value $4,788 Shares 50 Share Price $95.76 * Est. Cost/Share $86.06 Unrealized @ Report Date +5.5%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $4,640 Shares 200 Share Price $23.20 * Est. Cost/Share $22.78 Unrealized @ Report Date -14.8%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value $4,620 Shares 1,000 Share Price $4.62 Est. Cost/Share $4.74 Unrealized @ Report Date
CAG CONAGRA BRANDS INC COM 0.0%
Value $4,602 Shares 150 Share Price $30.68 * Est. Cost/Share $25.35 Unrealized @ Report Date -12.5%
OVV OVINTIV INC COM 0.0%
Value $4,600 Shares 1,000 Share Price $4.60 * Est. Cost/Share $23.02 Unrealized @ Report Date -0.5%
UA UNDER ARMOUR INC CL C 0.0%
Value $4,533 Shares 250 Share Price $18.13 Est. Cost/Share $22.73 Unrealized @ Report Date -20.2%
DTE DTE ENERGY CO COM 0.0%
Value $4,521 Shares 34 Share Price $132.97 * Est. Cost/Share $51.98 Unrealized @ Report Date +76.3%
TRGP TARGA RES CORP COM 0.0%
Value $4,499 Shares 112 Share Price $40.17 * Est. Cost/Share $22.66 Unrealized @ Report Date +41.6%
BARRICK GOLD CORP COM 0.0%
Value $4,333 Shares 250 Share Price $17.33 Est. Cost/Share $17.33 Unrealized @ Report Date
XILINX INC COM 0.0%
Value $4,316 Shares 45 Share Price $95.91 Est. Cost/Share $85.18 Unrealized @ Report Date
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $4,299 Shares 110 Share Price $39.08 Est. Cost/Share $29.70 Unrealized @ Report Date +31.8%
EOG EOG RES INC COM 0.0%
Value $4,082 Shares 55 Share Price $74.22 * Est. Cost/Share $64.60 Unrealized @ Report Date -12.8%
DISCOVER FINL SVCS COM 0.0%
Value $4,055 Shares 50 Share Price $81.10 Est. Cost/Share $69.07 Unrealized @ Report Date
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value $4,052 Shares 103 Share Price $39.34 Est. Cost/Share $33.26 Unrealized @ Report Date +18.3%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value $3,908 Shares 86 Share Price $45.44 Est. Cost/Share $43.59 Unrealized @ Report Date +4.2%
MSG NETWORK INC CL A 0.0%
Value $3,844 Shares 237 Share Price $16.22 Est. Cost/Share $23.95 Unrealized @ Report Date
INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUND 0.0%
Value $3,842 Shares 100 Share Price $38.42 Est. Cost/Share $30.97 Unrealized @ Report Date
NGD NEW GOLD INC CDA COM 0.0%
Value $3,838 Shares 3,800 Share Price $1.01 * Est. Cost/Share $3.61 Unrealized @ Report Date -66.3%
PGX INVESCO PREFERRED ETF 0.0%
Value $3,755 Shares 250 Share Price $15.02 Est. Cost/Share $15.29 Unrealized @ Report Date -1.8%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value $3,698 Shares 215 Share Price $17.20 Est. Cost/Share $20.37 Unrealized @ Report Date
INDEPENDENCE CONTRACT DRILLING COM 0.0%
Value $3,600 Shares 3,000 Share Price $1.20 Est. Cost/Share $4.57 Unrealized @ Report Date
NNN NNN REIT INC COM 0.0%
Value $3,553 Shares 63 Share Price $56.40 Est. Cost/Share $53.02 Unrealized @ Report Date
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value $3,389 Shares 37 Share Price $91.59 Est. Cost/Share $91.45 Unrealized @ Report Date +0.2%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $3,378 Shares 72 Share Price $46.92 Est. Cost/Share $46.05 Unrealized @ Report Date +1.9%
UE URBAN EDGE PPTYS COM 0.0%
Value $3,364 Shares 170 Share Price $19.79 Est. Cost/Share $25.84 Unrealized @ Report Date
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value $3,357 Shares 80 Share Price $41.96 Est. Cost/Share $30.88 Unrealized @ Report Date
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value $3,305 Shares 58 Share Price $56.98 Est. Cost/Share $57.35 Unrealized @ Report Date -0.6%
GREAT WESTERN BANCORP INC COM 0.0%
Value $3,300 Shares 100 Share Price $33.00 Est. Cost/Share $27.27 Unrealized @ Report Date
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $3,201 Shares 80 Share Price $40.01 Est. Cost/Share $31.39 Unrealized @ Report Date
SLV ISHARES SILVER TRUST 0.0%
Value $3,184 Shares 200 Share Price $15.92 Est. Cost/Share $15.12 Unrealized @ Report Date +5.3%
YAMANA GOLD INC COM 0.0%
Value $3,180 Shares 1,000 Share Price $3.18 Est. Cost/Share $2.91 Unrealized @ Report Date
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value $3,096 Shares 135 Share Price $22.93 * Est. Cost/Share $376.21 Unrealized @ Report Date -39.0%
LEN LENNAR CORP CL A 0.0%
Value $3,072 Shares 55 Share Price $55.85 * Est. Cost/Share $48.00 Unrealized @ Report Date +3.7%
EWC ISHARES MSCI CANADA ETF 0.0%
Value $2,890 Shares 100 Share Price $28.90 Est. Cost/Share $23.71 Unrealized @ Report Date
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $2,878 Shares 50 Share Price $57.56 * Est. Cost/Share $28.60 Unrealized @ Report Date +93.5%
CHAMPIONX CORPORATION COM 0.0%
Value $2,813 Shares 104 Share Price $27.05 Est. Cost/Share $41.75 Unrealized @ Report Date
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $2,774 Shares 10 Share Price $277.40 Est. Cost/Share $394.21 Unrealized @ Report Date -30.0%
BKH BLACK HILLS CORP COM 0.0%
Value $2,762 Shares 36 Share Price $76.72 * Est. Cost/Share $45.46 Unrealized @ Report Date +32.7%
TUR ISHARES MSCI TURKEY ETF 0.0%
Value $2,672 Shares 100 Share Price $26.72 Est. Cost/Share $37.90 Unrealized @ Report Date -29.5%
DISCOVERY INC COM SER C 0.0%
Value $2,585 Shares 105 Share Price $24.62 Est. Cost/Share $19.52 Unrealized @ Report Date
DUKE REALTY CORP COM NEW 0.0%
Value $2,548 Shares 75 Share Price $33.97 Est. Cost/Share $31.61 Unrealized @ Report Date
NEM NEWMONT CORP COM 0.0%
Value $2,503 Shares 66 Share Price $37.92 * Est. Cost/Share $27.95 Unrealized @ Report Date +13.5%
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value $2,472 Shares 115 Share Price $21.50 * Est. Cost/Share $16.13 Unrealized @ Report Date +21.1%
BIGGQ BIG LOTS INC COM 0.0%
Value $2,450 Shares 100 Share Price $24.50 * Est. Cost/Share $31.07 Unrealized @ Report Date -35.1%
PCG PG&E CORP COM 0.0%
Value $2,190 Shares 219 Share Price $10.00 * Est. Cost/Share $55.37 Unrealized @ Report Date -73.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value $2,171 Shares 12 Share Price $180.92 Est. Cost/Share $196.06 Unrealized @ Report Date -7.7%
KBE SPDR S&P BANK ETF 0.0%
Value $2,158 Shares 50 Share Price $43.16 Est. Cost/Share $47.23 Unrealized @ Report Date
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value $2,127 Shares 50 Share Price $42.54 * Est. Cost/Share $41.65 Unrealized @ Report Date -18.4%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $2,093 Shares 20 Share Price $104.65 * Est. Cost/Share $47.06 Unrealized @ Report Date +107.5%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $2,086 Shares 52 Share Price $40.12 Est. Cost/Share $34.36 Unrealized @ Report Date +16.7%
FOOT LOCKER INC COM 0.0%
Value $2,072 Shares 48 Share Price $43.17 Est. Cost/Share $53.21 Unrealized @ Report Date
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $2,070 Shares 80 Share Price $25.88 Est. Cost/Share $24.98 Unrealized @ Report Date
CVE CENOVUS ENERGY INC COM 0.0%
Value $2,026 Shares 216 Share Price $9.38 * Est. Cost/Share $8.02 Unrealized @ Report Date +3.6%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value $2,005 Shares 35 Share Price $57.29 Est. Cost/Share $62.27 Unrealized @ Report Date
XBI SPDR S&P BIOTECH ETF 0.0%
Value $1,906 Shares 25 Share Price $76.24 Est. Cost/Share $81.40 Unrealized @ Report Date -6.3%
NWL NEWELL BRANDS INC COM 0.0%
Value $1,872 Shares 100 Share Price $18.72 * Est. Cost/Share $18.43 Unrealized @ Report Date -34.9%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value $1,858 Shares 101 Share Price $18.40 * Est. Cost/Share $16.63 Unrealized @ Report Date -12.3%
CRON CRONOS GROUP INC COM 0.0%
Value $1,846 Shares 204 Share Price $9.05 Est. Cost/Share $14.79 Unrealized @ Report Date -38.8%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value $1,663 Shares 40 Share Price $41.58 Est. Cost/Share $31.35 Unrealized @ Report Date
BTG B2GOLD CORP COM 0.0%
Value $1,615 Shares 500 Share Price $3.23 * Est. Cost/Share $2.69 Unrealized @ Report Date -4.1%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $1,579 Shares 110 Share Price $14.35 Est. Cost/Share $20.89 Unrealized @ Report Date -31.3%
EGO ELDORADO GOLD CORP NEW COM 0.0%
Value $1,554 Shares 200 Share Price $7.77 * Est. Cost/Share $14.39 Unrealized @ Report Date -43.5%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value $1,554 Shares 15 Share Price $103.60 * Est. Cost/Share $98.63 Unrealized @ Report Date -0.3%
AURORA CANNABIS INC COM 0.0%
Value $1,537 Shares 350 Share Price $4.39 Est. Cost/Share $9.06 Unrealized @ Report Date
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value $1,510 Shares 40 Share Price $37.75 * Est. Cost/Share $20.45 Unrealized @ Report Date -7.7%
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value $1,472 Shares 40,000 Share Price $0.04 Est. Cost/Share $0.15 Unrealized @ Report Date
FINX GLOBAL X FINTECH ETF 0.0%
Value $1,439 Shares 50 Share Price $28.78 Est. Cost/Share $27.68 Unrealized @ Report Date
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value $1,414 Shares 50 Share Price $28.28 Est. Cost/Share $27.34 Unrealized @ Report Date
HL HECLA MNG CO COM 0.0%
Value $1,408 Shares 800 Share Price $1.76 * Est. Cost/Share $1.74 Unrealized @ Report Date -2.2%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $1,364 Shares 150 Share Price $9.09 * Est. Cost/Share $6.24 Unrealized @ Report Date +54.6%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value $1,341 Shares 300 Share Price $4.47 * Est. Cost/Share $9.94 Unrealized @ Report Date -46.7%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value $1,334 Shares 16 Share Price $83.38 Est. Cost/Share $188.42 Unrealized @ Report Date -56.1%
PLUG PLUG POWER INC COM NEW 0.0%
Value $1,315 Shares 500 Share Price $2.63 Est. Cost/Share $2.56 Unrealized @ Report Date +2.6%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $1,278 Shares 23 Share Price $55.57 * Est. Cost/Share $26.40 Unrealized @ Report Date +5.2%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $1,269 Shares 35 Share Price $36.26 Est. Cost/Share $36.26 Unrealized @ Report Date
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $1,219 Shares 50 Share Price $24.38 Est. Cost/Share $39.33 Unrealized @ Report Date -38.0%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value $1,108 Shares 38 Share Price $29.16 Est. Cost/Share $29.05 Unrealized @ Report Date
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value $1,079 Shares 41 Share Price $26.32 Est. Cost/Share $25.32 Unrealized @ Report Date +4.0%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $1,045 Shares 10 Share Price $104.50 * Est. Cost/Share $47.26 Unrealized @ Report Date +104.7%
HEXO CORP COM 0.0%
Value $990 Shares 250 Share Price $3.96 Est. Cost/Share $3.96 Unrealized @ Report Date
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value $979 Shares 9 Share Price $108.78 Est. Cost/Share $107.89 Unrealized @ Report Date +0.8%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $971 Shares 24 Share Price $40.46 Est. Cost/Share $58.11 Unrealized @ Report Date -30.4%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value $924 Shares 10 Share Price $92.40 Est. Cost/Share $92.40 Unrealized @ Report Date
TILRAY BRANDS INC COM 0.0%
Value $866 Shares 35 Share Price $24.74 Est. Cost/Share $65.51 Unrealized @ Report Date
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $832 Shares 20 Share Price $41.60 Est. Cost/Share $38.09 Unrealized @ Report Date
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value $815 Shares 100 Share Price $8.15 Est. Cost/Share $14.64 Unrealized @ Report Date -44.9%
MINERVA NEUROSCIENCES INC COM NEW 0.0%
Value $775 Shares 100 Share Price $7.75 Est. Cost/Share $12.55 Unrealized @ Report Date
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $760 Shares 184 Share Price $4.13 Est. Cost/Share $5.38 Unrealized @ Report Date -23.3%
AVNS AVANOS MED INC COM 0.0%
Value $749 Shares 20 Share Price $37.45 Est. Cost/Share $28.61 Unrealized @ Report Date +33.3%
ALTRA INDL MOTION CORP COM 0.0%
Value $720 Shares 26 Share Price $27.69 Est. Cost/Share $25.15 Unrealized @ Report Date
ORGANIGRAM HLDGS INC COM 0.0%
Value $688 Shares 200 Share Price $3.44 Est. Cost/Share $3.44 Unrealized @ Report Date
IPI INTREPID POTASH INC COM 0.0%
Value $654 Shares 200 Share Price $3.27 * Est. Cost/Share $18.05 Unrealized @ Report Date +85.0%
VVX V2X INC COM 0.0%
Value $650 Shares 16 Share Price $40.63 Est. Cost/Share $19.83 Unrealized @ Report Date +107.5%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $466 Shares 8 Share Price $58.25 * Est. Cost/Share $56.94 Unrealized @ Report Date -0.2%
PDS PRECISION DRILLING CORP COM NEW 0.0%
Value $456 Shares 400 Share Price $1.14 * Est. Cost/Share $71.32 Unrealized @ Report Date -59.1%
SITE CTRS CORP COM 0.0%
Value $378 Shares 25 Share Price $15.12 Est. Cost/Share $13.24 Unrealized @ Report Date
ACCO ACCO BRANDS CORP COM 0.0%
Value $375 Shares 38 Share Price $9.87 * Est. Cost/Share $5.90 Unrealized @ Report Date +10.9%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value $222 Shares 8 Share Price $27.75 Est. Cost/Share $14.91 Unrealized @ Report Date +86.1%
NRG NRG ENERGY INC COM NEW 0.0%
Value $198 Shares 5 Share Price $39.60 * Est. Cost/Share $9.31 Unrealized @ Report Date +254.5%
GTX GARRETT MOTION INC COM 0.0%
Value $169 Shares 17 Share Price $9.94 * Est. Cost/Share $13.06 Unrealized @ Report Date -5.9%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $162 Shares 13 Share Price $12.46 * Est. Cost/Share $8.42 Unrealized @ Report Date +15.2%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $111 Shares 4 Share Price $27.75 Est. Cost/Share $15.38 Unrealized @ Report Date +81.0%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value $96 Shares 3 Share Price $32.00 Est. Cost/Share $31.67 Unrealized @ Report Date
ASIX ADVANSIX INC COM 0.0%
Value $51 Shares 2 Share Price $25.50 * Est. Cost/Share $22.22 Unrealized @ Report Date 0.0%