Anchor Investment Management, LLC Diversified Active

Location: Columbia, SC

CIK: 0001634149 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Jan 3, 2024

Total Value: $341M (100.0% shares, 0.0% debt)

Holdings (772)

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 4.2%
Value $14.18M Shares 176,900 Share Price $80.13 Est. Cost/Share $79.44 Unrealized @ Report Date +0.9%
V VISA INC COM CL A 2.9%
Value $9.756M Shares 92,699 Share Price $105.24 * Est. Cost/Share $67.81 Unrealized @ Report Date +46.6%
XOM EXXON MOBIL CORP COM 2.0%
Value $6.766M Shares 82,532 Share Price $81.98 * Est. Cost/Share $52.88 Unrealized @ Report Date +6.5%
MSFT MICROSOFT CORP COM 1.8%
Value $6.092M Shares 81,789 Share Price $74.49 * Est. Cost/Share $47.38 Unrealized @ Report Date +43.9%
JNJ JOHNSON & JOHNSON COM 1.6%
Value $5.595M Shares 43,036 Share Price $130.01 * Est. Cost/Share $80.43 Unrealized @ Report Date +28.5%
T AT&T INC COM 1.5%
Value $5.156M Shares 131,625 Share Price $39.17 * Est. Cost/Share $13.88 Unrealized @ Report Date +17.2%
ENB ENBRIDGE INC COM 1.4%
Value $4.765M Shares 113,890 Share Price $41.84 * Est. Cost/Share $24.64 Unrealized @ Report Date +2.2%
FDX FEDEX CORP COM 1.3%
Value $4.365M Shares 19,351 Share Price $225.58 * Est. Cost/Share $125.37 Unrealized @ Report Date +56.5%
CVS CVS HEALTH CORP COM 1.2%
Value $4.253M Shares 52,297 Share Price $81.32 * Est. Cost/Share $68.65 Unrealized @ Report Date -8.8%
GE GENERAL ELECTRIC CO COM NEW 1.2%
Value $4.224M Shares 174,710 Share Price $24.18 * Est. Cost/Share $125.78 Unrealized @ Report Date -13.8%
ABBV ABBVIE INC COM 1.2%
Value $4.176M Shares 47,000 Share Price $88.86 * Est. Cost/Share $37.82 Unrealized @ Report Date +65.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.2%
Value $4.016M Shares 21,905 Share Price $183.32 Est. Cost/Share $139.99 Unrealized @ Report Date +31.0%
VZ VERIZON COMMUNICATIONS INC COM 1.2%
Value $3.983M Shares 80,479 Share Price $49.49 * Est. Cost/Share $30.05 Unrealized @ Report Date +5.8%
DUK DUKE ENERGY CORP NEW COM NEW 1.2%
Value $3.945M Shares 47,014 Share Price $83.92 * Est. Cost/Share $51.14 Unrealized @ Report Date +17.1%
UNP UNION PAC CORP COM 1.1%
Value $3.686M Shares 31,780 Share Price $115.97 * Est. Cost/Share $63.78 Unrealized @ Report Date +51.6%
AAPL APPLE INC COM 1.1%
Value $3.663M Shares 23,765 Share Price $154.12 * Est. Cost/Share $22.84 Unrealized @ Report Date +57.5%
VOO VANGUARD S&P 500 ETF 0.9%
Value $3.163M Shares 13,707 Share Price $230.76 Est. Cost/Share $224.57 Unrealized @ Report Date +2.8%
KO COCA COLA CO COM 0.9%
Value $3.102M Shares 68,911 Share Price $45.01 * Est. Cost/Share $31.88 Unrealized @ Report Date +9.1%
DIS DISNEY WALT CO COM 0.9%
Value $3.091M Shares 31,355 Share Price $98.57 * Est. Cost/Share $88.98 Unrealized @ Report Date +4.4%
PFE PFIZER INC COM 0.9%
Value $3.089M Shares 86,540 Share Price $35.70 * Est. Cost/Share $19.01 Unrealized @ Report Date +23.8%
INTC INTEL CORP COM 0.9%
Value $3.082M Shares 80,934 Share Price $38.08 * Est. Cost/Share $24.56 Unrealized @ Report Date +29.4%
WM WASTE MGMT INC DEL COM 0.9%
Value $3.048M Shares 38,936 Share Price $78.27 * Est. Cost/Share $45.95 Unrealized @ Report Date +47.7%
PEP PEPSICO INC COM 0.9%
Value $3.028M Shares 27,170 Share Price $111.43 * Est. Cost/Share $73.99 Unrealized @ Report Date +17.1%
UPS UNITED PARCEL SERVICE INC CL B 0.9%
Value $2.99M Shares 24,902 Share Price $120.09 * Est. Cost/Share $68.75 Unrealized @ Report Date +27.7%
LOW LOWES COS INC COM 0.9%
Value $2.987M Shares 37,362 Share Price $79.94 * Est. Cost/Share $61.03 Unrealized @ Report Date +12.4%
ABT ABBOTT LABS COM 0.9%
Value $2.94M Shares 55,106 Share Price $53.36 * Est. Cost/Share $33.46 Unrealized @ Report Date +37.9%
HD HOME DEPOT INC COM 0.8%
Value $2.894M Shares 17,692 Share Price $163.56 * Est. Cost/Share $99.08 Unrealized @ Report Date +35.2%
DD DUPONT DE NEMOURS INC COM 0.8%
Value $2.786M Shares 40,236 Share Price $69.23 * Est. Cost/Share $33.16 Unrealized @ Report Date +5.3%
PG PROCTER AND GAMBLE CO COM 0.8%
Value $2.65M Shares 29,123 Share Price $90.98 * Est. Cost/Share $62.75 Unrealized @ Report Date +16.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.8%
Value $2.644M Shares 33,126 Share Price $79.82 Est. Cost/Share $80.09 Unrealized @ Report Date -0.3%
BA BOEING CO COM 0.8%
Value $2.64M Shares 10,384 Share Price $254.20 * Est. Cost/Share $112.88 Unrealized @ Report Date +113.5%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.8%
Value $2.604M Shares 6,964 Share Price $373.89 * Est. Cost/Share $281.20 Unrealized @ Report Date +29.3%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value $2.597M Shares 2,708 Share Price $959.11 * Est. Cost/Share $36.85 Unrealized @ Report Date +29.2%
PM PHILIP MORRIS INTL INC COM 0.8%
Value $2.573M Shares 23,177 Share Price $111.01 * Est. Cost/Share $55.87 Unrealized @ Report Date +29.6%
BAC BANK AMERICA CORP COM 0.7%
Value $2.478M Shares 97,780 Share Price $25.34 * Est. Cost/Share $11.08 Unrealized @ Report Date +88.8%
SO SOUTHERN CO COM 0.7%
Value $2.475M Shares 50,366 Share Price $49.14 * Est. Cost/Share $32.22 Unrealized @ Report Date +8.6%
UNM UNUM GROUP COM 0.7%
Value $2.468M Shares 48,262 Share Price $51.13 Est. Cost/Share $29.41 Unrealized @ Report Date +73.8%
MRK MERCK & CO INC COM 0.7%
Value $2.386M Shares 37,257 Share Price $64.03 * Est. Cost/Share $36.38 Unrealized @ Report Date +30.1%
SON SONOCO PRODS CO COM 0.7%
Value $2.275M Shares 45,087 Share Price $50.45 * Est. Cost/Share $30.54 Unrealized @ Report Date +24.6%
MET METLIFE INC COM 0.6%
Value $2.2M Shares 42,339 Share Price $51.95 * Est. Cost/Share $26.74 Unrealized @ Report Date +46.5%
BKNG BOOKING HOLDINGS INC COM 0.6%
Value $2.182M Shares 1,192 Share Price $1830.82 Est. Cost/Share $1199.92 Unrealized @ Report Date +50.1%
RTX RTX CORPORATION COM 0.6%
Value $2.166M Shares 18,656 Share Price $116.08 * Est. Cost/Share $50.24 Unrealized @ Report Date +19.8%
WFC WELLS FARGO CO NEW COM 0.6%
Value $2.14M Shares 38,796 Share Price $55.15 * Est. Cost/Share $37.19 Unrealized @ Report Date +17.9%
CMCSA COMCAST CORP NEW CL A 0.6%
Value $2.116M Shares 55,000 Share Price $38.48 * Est. Cost/Share $26.55 Unrealized @ Report Date +17.8%
L LOEWS CORP COM 0.6%
Value $2.099M Shares 43,850 Share Price $47.86 * Est. Cost/Share $35.14 Unrealized @ Report Date +31.3%
AMZN AMAZON COM INC COM 0.6%
Value $2.049M Shares 2,131 Share Price $961.35 * Est. Cost/Share $37.30 Unrealized @ Report Date +28.9%
NSC NORFOLK SOUTHN CORP COM 0.6%
Value $1.997M Shares 15,103 Share Price $132.24 * Est. Cost/Share $61.54 Unrealized @ Report Date +81.9%
VDC VANGUARD CONSUMER STAPLES ETF 0.6%
Value $1.95M Shares 14,070 Share Price $138.56 Est. Cost/Share $140.77 Unrealized @ Report Date -1.6%
CVX CHEVRON CORP NEW COM 0.6%
Value $1.943M Shares 16,538 Share Price $117.50 * Est. Cost/Share $58.01 Unrealized @ Report Date +42.1%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.6%
Value $1.936M Shares 68,032 Share Price $28.46 Est. Cost/Share $30.84 Unrealized @ Report Date -7.7%
CSX CSX CORP COM 0.6%
Value $1.929M Shares 35,552 Share Price $54.26 * Est. Cost/Share $7.01 Unrealized @ Report Date +130.8%
VO VANGUARD MID-CAP ETF 0.6%
Value $1.91M Shares 12,990 Share Price $147.00 * Est. Cost/Share $36.03 Unrealized @ Report Date +2.0%
GLW CORNING INC COM 0.6%
Value $1.882M Shares 62,889 Share Price $29.92 * Est. Cost/Share $14.41 Unrealized @ Report Date +66.0%
MDT MEDTRONIC PLC SHS 0.5%
Value $1.877M Shares 24,139 Share Price $77.77 * Est. Cost/Share $59.70 Unrealized @ Report Date +5.7%
VB VANGUARD SMALL-CAP ETF 0.5%
Value $1.872M Shares 13,249 Share Price $141.32 Est. Cost/Share $132.09 Unrealized @ Report Date +7.0%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value $1.862M Shares 9,508 Share Price $195.85 * Est. Cost/Share $102.23 Unrealized @ Report Date +68.0%
JPM JPMORGAN CHASE & CO COM 0.5%
Value $1.773M Shares 18,561 Share Price $95.51 * Est. Cost/Share $46.60 Unrealized @ Report Date +63.7%
CSCO CISCO SYS INC COM 0.5%
Value $1.757M Shares 52,239 Share Price $33.63 * Est. Cost/Share $18.95 Unrealized @ Report Date +37.8%
AXP AMERICAN EXPRESS CO COM 0.5%
Value $1.698M Shares 18,768 Share Price $90.46 * Est. Cost/Share $51.51 Unrealized @ Report Date +56.6%
FISV FISERV INC COM 0.5%
Value $1.647M Shares 12,770 Share Price $128.96 * Est. Cost/Share $47.42 Unrealized @ Report Date +36.0%
SLB SCHLUMBERGER LTD COM STK 0.5%
Value $1.622M Shares 23,255 Share Price $69.76 * Est. Cost/Share $53.76 Unrealized @ Report Date +2.3%
RSG REPUBLIC SVCS INC COM 0.5%
Value $1.614M Shares 24,437 Share Price $66.06 * Est. Cost/Share $40.07 Unrealized @ Report Date +45.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value $1.608M Shares 8,500 Share Price $189.20 * Est. Cost/Share $133.83 Unrealized @ Report Date +38.3%
SNY SANOFI SPONSORED ADR 0.5%
Value $1.593M Shares 31,994 Share Price $49.79 Est. Cost/Share $40.60 Unrealized @ Report Date +22.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value $1.537M Shares 14,026 Share Price $109.59 Est. Cost/Share $109.77 Unrealized @ Report Date -0.2%
SYK STRYKER CORPORATION COM 0.4%
Value $1.489M Shares 10,486 Share Price $142.02 * Est. Cost/Share $88.43 Unrealized @ Report Date +46.9%
BK BANK NEW YORK MELLON CORP COM 0.4%
Value $1.451M Shares 27,374 Share Price $53.02 * Est. Cost/Share $28.86 Unrealized @ Report Date +46.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.4%
Value $1.45M Shares 9,540 Share Price $151.99 * Est. Cost/Share $17.73 Unrealized @ Report Date +7.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.4%
Value $1.419M Shares 16,119 Share Price $88.01 Est. Cost/Share $86.28 Unrealized @ Report Date +2.0%
ADBE ADOBE INC COM 0.4%
Value $1.403M Shares 9,404 Share Price $149.18 Est. Cost/Share $87.64 Unrealized @ Report Date +70.2%
BAX BAXTER INTL INC COM 0.4%
Value $1.39M Shares 22,145 Share Price $62.75 * Est. Cost/Share $34.32 Unrealized @ Report Date +58.7%
AMGN AMGEN INC COM 0.4%
Value $1.381M Shares 7,408 Share Price $186.45 * Est. Cost/Share $115.74 Unrealized @ Report Date +25.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value $1.359M Shares 12,435 Share Price $109.32 * Est. Cost/Share $67.80 Unrealized @ Report Date +35.4%
LLY ELI LILLY & CO COM 0.4%
Value $1.343M Shares 15,706 Share Price $85.54 * Est. Cost/Share $64.91 Unrealized @ Report Date +16.2%
WALGREENS BOOTS ALLIANCE INC COM 0.4%
Value $1.325M Shares 17,153 Share Price $77.22 Est. Cost/Share $83.64 Unrealized @ Report Date
MDLZ MONDELEZ INTL INC CL A 0.4%
Value $1.318M Shares 32,408 Share Price $40.66 * Est. Cost/Share $32.53 Unrealized @ Report Date +2.6%
ORCL ORACLE CORP COM 0.4%
Value $1.298M Shares 26,843 Share Price $48.35 * Est. Cost/Share $31.95 Unrealized @ Report Date +33.7%
ALLY ALLY FINL INC COM 0.4%
Value $1.27M Shares 52,360 Share Price $24.26 * Est. Cost/Share $16.25 Unrealized @ Report Date +16.6%
MO ALTRIA GROUP INC COM 0.4%
Value $1.268M Shares 19,990 Share Price $63.42 * Est. Cost/Share $31.22 Unrealized @ Report Date +11.0%
META META PLATFORMS INC CL A 0.4%
Value $1.264M Shares 7,397 Share Price $170.87 Est. Cost/Share $117.73 Unrealized @ Report Date +44.1%
AFL AFLAC INC COM 0.4%
Value $1.251M Shares 15,367 Share Price $81.39 * Est. Cost/Share $23.58 Unrealized @ Report Date +42.3%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value $1.245M Shares 11,687 Share Price $106.52 Est. Cost/Share $107.27 Unrealized @ Report Date -0.7%
CL COLGATE PALMOLIVE CO COM 0.4%
Value $1.239M Shares 17,014 Share Price $72.85 * Est. Cost/Share $53.04 Unrealized @ Report Date +12.9%
NVS NOVARTIS AG SPONSORED ADR 0.4%
Value $1.217M Shares 14,180 Share Price $85.85 Est. Cost/Share $76.86 Unrealized @ Report Date +11.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.4%
Value $1.208M Shares 11,870 Share Price $101.80 Est. Cost/Share $100.93 Unrealized @ Report Date +0.9%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.4%
Value $1.204M Shares 14,220 Share Price $84.66 Est. Cost/Share $84.75 Unrealized @ Report Date -0.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value $1.202M Shares 8,285 Share Price $145.08 * Est. Cost/Share $84.07 Unrealized @ Report Date +15.2%
WY WEYERHAEUSER CO MTN BE COM NEW 0.4%
Value $1.196M Shares 35,139 Share Price $34.03 * Est. Cost/Share $18.39 Unrealized @ Report Date +34.3%
SBUX STARBUCKS CORP COM 0.3%
Value $1.183M Shares 22,018 Share Price $53.71 * Est. Cost/Share $47.41 Unrealized @ Report Date -5.4%
TFC TRUIST FINL CORP COM 0.3%
Value $1.14M Shares 24,297 Share Price $46.94 * Est. Cost/Share $22.35 Unrealized @ Report Date +48.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value $1.127M Shares 8,700 Share Price $129.52 Est. Cost/Share $116.13 Unrealized @ Report Date +11.5%
KMI KINDER MORGAN INC DEL COM 0.3%
Value $1.103M Shares 57,485 Share Price $19.18 * Est. Cost/Share $10.03 Unrealized @ Report Date +20.9%
UNILEVER PLC SPON ADR NEW 0.3%
Value $1.041M Shares 17,952 Share Price $57.96 Est. Cost/Share $45.18 Unrealized @ Report Date
GILD GILEAD SCIENCES INC COM 0.3%
Value $1.011M Shares 12,474 Share Price $81.02 * Est. Cost/Share $53.27 Unrealized @ Report Date +11.8%
VHT VANGUARD HEALTH CARE ETF 0.3%
Value $992K Shares 6,516 Share Price $152.28 Est. Cost/Share $143.67 Unrealized @ Report Date +6.0%
TIP ISHARES TIPS BOND ETF 0.3%
Value $986K Shares 8,684 Share Price $113.58 Est. Cost/Share $113.76 Unrealized @ Report Date -0.2%
ATO ATMOS ENERGY CORP COM 0.3%
Value $930K Shares 11,096 Share Price $83.84 * Est. Cost/Share $54.32 Unrealized @ Report Date +26.8%
NEE NEXTERA ENERGY INC COM 0.3%
Value $899K Shares 6,131 Share Price $146.56 * Est. Cost/Share $21.92 Unrealized @ Report Date +36.1%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.3%
Value $895K Shares 5,360 Share Price $167.03 * Est. Cost/Share $27.66 Unrealized @ Report Date +0.6%
D DOMINION ENERGY INC COM 0.3%
Value $890K Shares 11,567 Share Price $76.93 * Est. Cost/Share $47.37 Unrealized @ Report Date +12.7%
TSN TYSON FOODS INC CL A 0.3%
Value $886K Shares 12,578 Share Price $70.45 * Est. Cost/Share $49.52 Unrealized @ Report Date +14.1%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value $865K Shares 3,645 Share Price $237.19 * Est. Cost/Share $143.51 Unrealized @ Report Date +38.1%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.3%
Value $860K Shares 83,367 Share Price $10.31 Est. Cost/Share $10.57 Unrealized @ Report Date
SHELL PLC SPON ADR B 0.3%
Value $860K Shares 13,748 Share Price $62.54 Est. Cost/Share $51.65 Unrealized @ Report Date
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.3%
Value $854K Shares 11,769 Share Price $72.54 * Est. Cost/Share $51.60 Unrealized @ Report Date +25.2%
HUM HUMANA INC COM 0.2%
Value $848K Shares 3,480 Share Price $243.63 * Est. Cost/Share $161.45 Unrealized @ Report Date +40.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.2%
Value $833K Shares 8,171 Share Price $101.90 * Est. Cost/Share $57.87 Unrealized @ Report Date +46.6%
MA MASTERCARD INCORPORATED CL A 0.2%
Value $828K Shares 5,865 Share Price $141.20 * Est. Cost/Share $87.17 Unrealized @ Report Date +54.7%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value $815K Shares 5,602 Share Price $145.45 Est. Cost/Share $104.97 Unrealized @ Report Date +38.6%
VFH VANGUARD FINANCIALS ETF 0.2%
Value $789K Shares 12,067 Share Price $65.36 Est. Cost/Share $62.85 Unrealized @ Report Date +4.0%
COP CONOCOPHILLIPS COM 0.2%
Value $785K Shares 15,693 Share Price $50.05 * Est. Cost/Share $28.39 Unrealized @ Report Date +35.3%
C CITIGROUP INC COM NEW 0.2%
Value $774K Shares 10,643 Share Price $72.74 * Est. Cost/Share $33.61 Unrealized @ Report Date +64.8%
COR CENCORA INC COM 0.2%
Value $765K Shares 9,240 Share Price $82.75 * Est. Cost/Share $65.97 Unrealized @ Report Date -4.1%
COST COSTCO WHSL CORP NEW COM 0.2%
Value $752K Shares 4,579 Share Price $164.29 * Est. Cost/Share $131.01 Unrealized @ Report Date +12.0%
NVO NOVO-NORDISK A S ADR 0.2%
Value $727K Shares 15,092 Share Price $48.15 Est. Cost/Share $45.74 Unrealized @ Report Date +5.3%
ECL ECOLAB INC COM 0.2%
Value $715K Shares 5,560 Share Price $128.61 * Est. Cost/Share $95.94 Unrealized @ Report Date +22.7%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.2%
Value $715K Shares 4,357 Share Price $164.04 * Est. Cost/Share $41.04 Unrealized @ Report Date -0.1%
TXN TEXAS INSTRS INC COM 0.2%
Value $701K Shares 7,815 Share Price $89.64 * Est. Cost/Share $41.41 Unrealized @ Report Date +71.9%
GSK GSK PLC SPONSORED ADR 0.2%
Value $693K Shares 17,080 Share Price $40.60 Est. Cost/Share $39.05 Unrealized @ Report Date +2.0%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value $676K Shares 694 Share Price $973.72 * Est. Cost/Share $37.75 Unrealized @ Report Date +28.0%
SNPS SYNOPSYS INC COM 0.2%
Value $669K Shares 8,309 Share Price $80.53 Est. Cost/Share $45.78 Unrealized @ Report Date +75.9%
OC OWENS CORNING NEW COM 0.2%
Value $668K Shares 8,630 Share Price $77.35 Est. Cost/Share $50.32 Unrealized @ Report Date +53.7%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value $667K Shares 2,653 Share Price $251.23 Est. Cost/Share $208.55 Unrealized @ Report Date +20.5%
FCCO FIRST CMNTY CORP S C COM 0.2%
Value $662K Shares 32,395 Share Price $20.45 * Est. Cost/Share $10.66 Unrealized @ Report Date +54.6%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value $659K Shares 10,415 Share Price $63.29 * Est. Cost/Share $14.72 Unrealized @ Report Date -24.3%
QCOM QUALCOMM INC COM 0.2%
Value $658K Shares 12,690 Share Price $51.84 * Est. Cost/Share $36.92 Unrealized @ Report Date +13.1%
VISN COMMSCOPE HLDG CO INC COM 0.2%
Value $657K Shares 19,790 Share Price $33.21 * Est. Cost/Share $30.99 Unrealized @ Report Date +10.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value $642K Shares 17,105 Share Price $37.55 Est. Cost/Share $25.28 Unrealized @ Report Date +48.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value $636K Shares 2,954 Share Price $215.37 * Est. Cost/Share $16.59 Unrealized @ Report Date -13.4%
TGT TARGET CORP COM 0.2%
Value $634K Shares 10,750 Share Price $59.01 * Est. Cost/Share $54.93 Unrealized @ Report Date -14.9%
TENNECO INC CL A VTG COM STK 0.2%
Value $631K Shares 10,400 Share Price $60.67 Est. Cost/Share $52.02 Unrealized @ Report Date
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.2%
Value $628K Shares 15,091 Share Price $41.62 * Est. Cost/Share $26.70 Unrealized @ Report Date +23.0%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.2%
Value $623K Shares 15,124 Share Price $41.20 Est. Cost/Share $28.89 Unrealized @ Report Date
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value $616K Shares 22,892 Share Price $26.91 Est. Cost/Share $25.20 Unrealized @ Report Date +6.8%
SPGI S&P GLOBAL INC COM 0.2%
Value $599K Shares 3,829 Share Price $156.31 * Est. Cost/Share $93.82 Unrealized @ Report Date +54.9%
HANESBRANDS INC COM 0.2%
Value $588K Shares 23,854 Share Price $24.64 Est. Cost/Share $22.06 Unrealized @ Report Date
LKQ LKQ CORP COM 0.2%
Value $587K Shares 16,300 Share Price $35.99 * Est. Cost/Share $27.71 Unrealized @ Report Date +16.6%
MCK MCKESSON CORP COM 0.2%
Value $586K Shares 3,815 Share Price $153.61 * Est. Cost/Share $145.90 Unrealized @ Report Date -1.4%
TE CONNECTIVITY LTD SHS 0.2%
Value $582K Shares 7,002 Share Price $83.06 Est. Cost/Share $62.29 Unrealized @ Report Date
PATTERSON COS INC COM 0.2%
Value $581K Shares 15,034 Share Price $38.65 Est. Cost/Share $46.33 Unrealized @ Report Date
UFI UNIFI INC COM NEW 0.2%
Value $577K Shares 16,200 Share Price $35.63 * Est. Cost/Share $23.74 Unrealized @ Report Date +33.1%
EFA ISHARES MSCI EAFE ETF 0.2%
Value $565K Shares 8,257 Share Price $68.48 Est. Cost/Share $56.07 Unrealized @ Report Date +22.1%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value $559K Shares 5,110 Share Price $109.31 * Est. Cost/Share $29.78 Unrealized @ Report Date +22.4%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value $555K Shares 3,753 Share Price $147.96 * Est. Cost/Share $87.58 Unrealized @ Report Date +38.6%
EMN EASTMAN CHEM CO COM 0.2%
Value $539K Shares 5,953 Share Price $90.49 * Est. Cost/Share $49.99 Unrealized @ Report Date +36.9%
DHR DANAHER CORPORATION COM 0.2%
Value $538K Shares 6,270 Share Price $85.78 * Est. Cost/Share $37.20 Unrealized @ Report Date +96.6%
CCK CROWN HLDGS INC COM 0.2%
Value $535K Shares 8,960 Share Price $59.72 * Est. Cost/Share $44.86 Unrealized @ Report Date +26.5%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value $532K Shares 1,850 Share Price $287.72 * Est. Cost/Share $167.45 Unrealized @ Report Date +50.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value $518K Shares 8,128 Share Price $63.74 * Est. Cost/Share $44.81 Unrealized @ Report Date +5.0%
PAYX PAYCHEX INC COM 0.1%
Value $510K Shares 8,500 Share Price $59.96 * Est. Cost/Share $38.64 Unrealized @ Report Date +21.4%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.1%
Value $503K Shares 8,460 Share Price $59.41 Est. Cost/Share $56.85 Unrealized @ Report Date +4.5%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value $498K Shares 3,301 Share Price $150.97 Est. Cost/Share $118.87 Unrealized @ Report Date
CLX CLOROX CO DEL COM 0.1%
Value $494K Shares 3,744 Share Price $131.91 * Est. Cost/Share $95.21 Unrealized @ Report Date +8.9%
PNR PENTAIR PLC SHS 0.1%
Value $491K Shares 7,220 Share Price $67.96 * Est. Cost/Share $32.52 Unrealized @ Report Date +23.7%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value $485K Shares 3,372 Share Price $143.94 * Est. Cost/Share $103.30 Unrealized @ Report Date +34.4%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value $483K Shares 1,348 Share Price $358.04 * Est. Cost/Share $85.75 Unrealized @ Report Date +29.3%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value $482K Shares 9,616 Share Price $50.11 * Est. Cost/Share $16.12 Unrealized @ Report Date +3.6%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value $479K Shares 765 Share Price $626.16 Est. Cost/Share $321.80 Unrealized @ Report Date +94.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value $475K Shares 10,909 Share Price $43.57 Est. Cost/Share $32.82 Unrealized @ Report Date +32.7%
PSX PHILLIPS 66 COM 0.1%
Value $472K Shares 5,147 Share Price $91.61 * Est. Cost/Share $56.15 Unrealized @ Report Date +18.5%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value $467K Shares 11,308 Share Price $41.30 * Est. Cost/Share $9.76 Unrealized @ Report Date +38.2%
MS MORGAN STANLEY COM NEW 0.1%
Value $465K Shares 9,645 Share Price $48.17 * Est. Cost/Share $23.65 Unrealized @ Report Date +59.5%
PARAMOUNT GLOBAL CLASS B COM 0.1%
Value $462K Shares 7,967 Share Price $58.00 Est. Cost/Share $57.48 Unrealized @ Report Date
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.1%
Value $462K Shares 19,000 Share Price $24.30 Est. Cost/Share $23.42 Unrealized @ Report Date
CERNER CORP COM 0.1%
Value $461K Shares 6,465 Share Price $71.32 Est. Cost/Share $55.89 Unrealized @ Report Date
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value $444K Shares 13,159 Share Price $33.76 Est. Cost/Share $28.10 Unrealized @ Report Date +20.1%
DVA DAVITA INC COM 0.1%
Value $443K Shares 7,465 Share Price $59.39 Est. Cost/Share $65.10 Unrealized @ Report Date -7.5%
VRSN VERISIGN INC COM 0.1%
Value $442K Shares 4,150 Share Price $106.39 * Est. Cost/Share $82.37 Unrealized @ Report Date +21.2%
SCHP SCHWAB US TIPS ETF 0.1%
Value $439K Shares 7,950 Share Price $55.26 * Est. Cost/Share $27.69 Unrealized @ Report Date -0.2%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $436K Shares 1,405 Share Price $310.29 * Est. Cost/Share $165.21 Unrealized @ Report Date +50.7%
DHI D R HORTON INC COM 0.1%
Value $435K Shares 10,885 Share Price $39.93 * Est. Cost/Share $24.98 Unrealized @ Report Date +46.0%
DLTR DOLLAR TREE INC COM 0.1%
Value $429K Shares 4,947 Share Price $86.82 Est. Cost/Share $76.92 Unrealized @ Report Date +12.9%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value $425K Shares 14,558 Share Price $29.21 * Est. Cost/Share $15.87 Unrealized @ Report Date +42.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value $423K Shares 16,240 Share Price $26.07 Est. Cost/Share $24.68 Unrealized @ Report Date
BLACKROCK INC COM 0.1%
Value $420K Shares 940 Share Price $447.09 Est. Cost/Share $349.14 Unrealized @ Report Date
MCO MOODYS CORP COM 0.1%
Value $418K Shares 3,000 Share Price $139.21 * Est. Cost/Share $81.59 Unrealized @ Report Date +58.5%
VPU VANGUARD UTILITIES ETF 0.1%
Value $417K Shares 3,573 Share Price $116.78 Est. Cost/Share $118.13 Unrealized @ Report Date -1.1%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.1%
Value $417K Shares 18,400 Share Price $22.67 Est. Cost/Share $22.82 Unrealized @ Report Date
NUE NUCOR CORP COM 0.1%
Value $415K Shares 7,405 Share Price $56.04 * Est. Cost/Share $32.43 Unrealized @ Report Date +44.7%
AAP ADVANCE AUTO PARTS INC COM 0.1%
Value $414K Shares 4,172 Share Price $99.20 * Est. Cost/Share $123.90 Unrealized @ Report Date -29.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value $410K Shares 3,035 Share Price $135.07 * Est. Cost/Share $87.70 Unrealized @ Report Date +35.6%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value $407K Shares 5,729 Share Price $71.06 Est. Cost/Share $70.05 Unrealized @ Report Date +1.4%
R RYDER SYS INC COM 0.1%
Value $399K Shares 4,725 Share Price $84.55 * Est. Cost/Share $58.06 Unrealized @ Report Date +30.4%
EBAY EBAY INC. COM 0.1%
Value $398K Shares 10,350 Share Price $38.46 * Est. Cost/Share $22.76 Unrealized @ Report Date +50.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value $394K Shares 6,315 Share Price $62.45 Est. Cost/Share $61.83 Unrealized @ Report Date +1.0%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value $390K Shares 4,308 Share Price $90.64 * Est. Cost/Share $51.02 Unrealized @ Report Date +30.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $390K Shares 8,991 Share Price $43.41 Est. Cost/Share $42.19 Unrealized @ Report Date +2.9%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value $386K Shares 6,447 Share Price $59.81 Est. Cost/Share $58.93 Unrealized @ Report Date +1.5%
WMT WALMART INC COM 0.1%
Value $385K Shares 4,922 Share Price $78.14 * Est. Cost/Share $19.32 Unrealized @ Report Date +18.0%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value $385K Shares 3,268 Share Price $117.68 * Est. Cost/Share $90.41 Unrealized @ Report Date -2.4%
GM GENERAL MTRS CO COM 0.1%
Value $376K Shares 9,305 Share Price $40.38 * Est. Cost/Share $24.36 Unrealized @ Report Date +44.4%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value $375K Shares 4,009 Share Price $93.65 Est. Cost/Share $92.49 Unrealized @ Report Date +1.3%
EFC ELLINGTON FINANCIAL INC COM 0.1%
Value $375K Shares 23,750 Share Price $15.79 Est. Cost/Share $17.36 Unrealized @ Report Date
FE FIRSTENERGY CORP COM 0.1%
Value $375K Shares 12,150 Share Price $30.83 * Est. Cost/Share $22.45 Unrealized @ Report Date -2.2%
CAH CARDINAL HEALTH INC COM 0.1%
Value $373K Shares 5,580 Share Price $66.92 * Est. Cost/Share $60.68 Unrealized @ Report Date -13.6%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.1%
Value $371K Shares 6,900 Share Price $53.80 Est. Cost/Share $53.58 Unrealized @ Report Date +0.4%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value $363K Shares 2,700 Share Price $134.26 Est. Cost/Share $117.33 Unrealized @ Report Date +14.4%
CREDIT SUISSE GROUP SPONSORED ADR 0.1%
Value $362K Shares 22,900 Share Price $15.80 Est. Cost/Share $13.54 Unrealized @ Report Date
GDX VANECK GOLD MINERS ETF 0.1%
Value $360K Shares 15,685 Share Price $22.96 Est. Cost/Share $21.38 Unrealized @ Report Date +7.4%
MMM 3M CO COM 0.1%
Value $359K Shares 1,711 Share Price $209.90 * Est. Cost/Share $100.25 Unrealized @ Report Date +31.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value $358K Shares 4,425 Share Price $80.91 * Est. Cost/Share $56.32 Unrealized @ Report Date +22.8%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value $356K Shares 1,725 Share Price $206.23 * Est. Cost/Share $127.52 Unrealized @ Report Date +52.1%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value $356K Shares 9,525 Share Price $37.34 Est. Cost/Share $22.93 Unrealized @ Report Date +62.9%
RYN RAYONIER INC COM 0.1%
Value $349K Shares 12,088 Share Price $28.89 Est. Cost/Share $24.72 Unrealized @ Report Date
SKT TANGER INC COM 0.1%
Value $349K Shares 14,300 Share Price $24.42 Est. Cost/Share $24.65 Unrealized @ Report Date
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.1%
Value $348K Shares 19,799 Share Price $17.60 Est. Cost/Share $58.13 Unrealized @ Report Date -69.7%
MPC MARATHON PETE CORP COM 0.1%
Value $346K Shares 6,176 Share Price $56.08 * Est. Cost/Share $27.70 Unrealized @ Report Date +56.6%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.1%
Value $344K Shares 10,275 Share Price $33.50 Est. Cost/Share $23.15 Unrealized @ Report Date +44.7%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.1%
Value $342K Shares 7,925 Share Price $43.14 Est. Cost/Share $38.68 Unrealized @ Report Date
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $332K Shares 2,520 Share Price $131.68 * Est. Cost/Share $67.55 Unrealized @ Report Date +66.9%
BEN FRANKLIN RESOURCES INC COM 0.1%
Value $331K Shares 7,442 Share Price $44.51 * Est. Cost/Share $26.25 Unrealized @ Report Date +8.3%
IMKTA INGLES MKTS INC CL A 0.1%
Value $330K Shares 12,850 Share Price $25.70 * Est. Cost/Share $30.32 Unrealized @ Report Date -24.2%
APD AIR PRODS & CHEMS INC COM 0.1%
Value $330K Shares 2,180 Share Price $151.22 * Est. Cost/Share $108.87 Unrealized @ Report Date +13.0%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value $327K Shares 2,911 Share Price $112.44 * Est. Cost/Share $48.92 Unrealized @ Report Date +14.9%
FUL FULLER H B CO COM 0.1%
Value $325K Shares 5,605 Share Price $58.06 * Est. Cost/Share $36.62 Unrealized @ Report Date +42.5%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value $325K Shares 4,821 Share Price $67.37 * Est. Cost/Share $13.77 Unrealized @ Report Date +22.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value $323K Shares 5,379 Share Price $60.04 * Est. Cost/Share $9.71 Unrealized @ Report Date +3.1%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value $320K Shares 2,639 Share Price $121.23 Est. Cost/Share $116.71 Unrealized @ Report Date +3.9%
ALL ALLSTATE CORP COM 0.1%
Value $315K Shares 3,427 Share Price $91.91 * Est. Cost/Share $51.03 Unrealized @ Report Date +49.3%
KHC KRAFT HEINZ CO COM 0.1%
Value $311K Shares 4,014 Share Price $77.55 * Est. Cost/Share $48.52 Unrealized @ Report Date +8.2%
CPRT COPART INC COM 0.1%
Value $310K Shares 9,030 Share Price $34.37 * Est. Cost/Share $7.22 Unrealized @ Report Date +19.1%
BWA BORGWARNER INC COM 0.1%
Value $310K Shares 6,056 Share Price $51.23 * Est. Cost/Share $30.77 Unrealized @ Report Date +28.9%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value $309K Shares 1,551 Share Price $199.45 * Est. Cost/Share $145.41 Unrealized @ Report Date +20.4%
NUVEEN MUN VALUE FD INC COM 0.1%
Value $307K Shares 30,000 Share Price $10.24 Est. Cost/Share $10.48 Unrealized @ Report Date
KR KROGER CO COM 0.1%
Value $306K Shares 15,250 Share Price $20.06 * Est. Cost/Share $29.58 Unrealized @ Report Date -43.1%
MARATHON OIL CORP COM 0.1%
Value $305K Shares 22,462 Share Price $13.56 Est. Cost/Share $11.14 Unrealized @ Report Date
AMAT APPLIED MATLS INC COM 0.1%
Value $302K Shares 5,792 Share Price $52.09 * Est. Cost/Share $25.66 Unrealized @ Report Date +85.1%
PHM PULTE GROUP INC COM 0.1%
Value $300K Shares 10,960 Share Price $27.33 * Est. Cost/Share $16.89 Unrealized @ Report Date +47.7%
CFR CULLEN FROST BANKERS INC COM 0.1%
Value $299K Shares 3,150 Share Price $94.92 * Est. Cost/Share $52.53 Unrealized @ Report Date +41.9%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value $290K Shares 2,021 Share Price $143.34 Est. Cost/Share $132.97 Unrealized @ Report Date +7.8%
CTAS CINTAS CORP COM 0.1%
Value $289K Shares 2,000 Share Price $144.28 * Est. Cost/Share $19.39 Unrealized @ Report Date +70.3%
DOV DOVER CORP COM 0.1%
Value $287K Shares 3,135 Share Price $91.39 * Est. Cost/Share $40.98 Unrealized @ Report Date +58.3%
NUVEEN QUALITY MUNCP INCOME FD COM 0.1%
Value $285K Shares 20,072 Share Price $14.19 Est. Cost/Share $15.07 Unrealized @ Report Date
CMI CUMMINS INC COM 0.1%
Value $281K Shares 1,670 Share Price $168.03 * Est. Cost/Share $74.19 Unrealized @ Report Date +82.5%
CAT CATERPILLAR INC COM 0.1%
Value $278K Shares 2,230 Share Price $124.71 * Est. Cost/Share $84.94 Unrealized @ Report Date +22.5%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value $278K Shares 4,645 Share Price $59.86 * Est. Cost/Share $41.83 Unrealized @ Report Date +29.2%
BLACKROCK FLOATING RATE INCOME COM 0.1%
Value $274K Shares 19,100 Share Price $14.36 Est. Cost/Share $13.22 Unrealized @ Report Date
SOUTHSTATE CORPORATION COM 0.1%
Value $273K Shares 3,033 Share Price $90.05 Est. Cost/Share $64.23 Unrealized @ Report Date
GD GENERAL DYNAMICS CORP COM 0.1%
Value $269K Shares 1,307 Share Price $205.58 * Est. Cost/Share $106.81 Unrealized @ Report Date +59.9%
NUVEEN PFD & INCOME SECS FD COM 0.1%
Value $268K Shares 25,716 Share Price $10.41 Est. Cost/Share $9.00 Unrealized @ Report Date
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value $261K Shares 2,231 Share Price $117.09 * Est. Cost/Share $93.36 Unrealized @ Report Date +13.9%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value $260K Shares 1,736 Share Price $149.92 * Est. Cost/Share $36.63 Unrealized @ Report Date +2.3%
NGD NEW GOLD INC CDA COM 0.1%
Value $257K Shares 69,300 Share Price $3.71 * Est. Cost/Share $3.61 Unrealized @ Report Date -4.4%
LEA LEAR CORP COM NEW 0.1%
Value $256K Shares 1,480 Share Price $173.08 * Est. Cost/Share $98.99 Unrealized @ Report Date +29.5%
SOUTH JERSEY INDS INC COM 0.1%
Value $256K Shares 7,400 Share Price $34.53 Est. Cost/Share $29.81 Unrealized @ Report Date
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value $247K Shares 3,550 Share Price $69.45 * Est. Cost/Share $46.56 Unrealized @ Report Date +44.7%
DLAPQ DELTA APPAREL INC COM 0.1%
Value $239K Shares 11,125 Share Price $21.51 * Est. Cost/Share $15.93 Unrealized @ Report Date +29.5%
PAAS PAN AMERN SILVER CORP COM 0.1%
Value $234K Shares 13,700 Share Price $17.05 Est. Cost/Share $8.57 Unrealized @ Report Date +101.2%
EMR EMERSON ELEC CO COM 0.1%
Value $230K Shares 3,666 Share Price $62.84 * Est. Cost/Share $42.02 Unrealized @ Report Date +22.5%
HAL HALLIBURTON CO COM 0.1%
Value $229K Shares 4,966 Share Price $46.03 * Est. Cost/Share $26.95 Unrealized @ Report Date +31.5%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $227K Shares 3,230 Share Price $70.24 * Est. Cost/Share $43.68 Unrealized @ Report Date +20.1%
GLD SPDR GOLD SHARES 0.1%
Value $227K Shares 1,865 Share Price $121.58 Est. Cost/Share $114.91 Unrealized @ Report Date +5.8%
HOG HARLEY DAVIDSON INC COM 0.1%
Value $219K Shares 4,536 Share Price $48.21 Est. Cost/Share $43.64 Unrealized @ Report Date +10.5%
VUG VANGUARD GROWTH ETF 0.1%
Value $219K Shares 1,647 Share Price $132.75 * Est. Cost/Share $17.39 Unrealized @ Report Date +27.2%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value $211K Shares 1,600 Share Price $132.13 Est. Cost/Share $105.54 Unrealized @ Report Date +25.2%
YUM YUM BRANDS INC COM 0.1%
Value $211K Shares 2,869 Share Price $73.61 * Est. Cost/Share $43.79 Unrealized @ Report Date +44.7%
MU MICRON TECHNOLOGY INC COM 0.1%
Value $208K Shares 5,300 Share Price $39.33 * Est. Cost/Share $30.85 Unrealized @ Report Date +24.4%
HST HOST HOTELS & RESORTS INC COM 0.1%
Value $202K Shares 10,927 Share Price $18.49 * Est. Cost/Share $10.25 Unrealized @ Report Date +28.4%
NOV NOV INC COM 0.1%
Value $202K Shares 5,650 Share Price $35.73 * Est. Cost/Share $30.55 Unrealized @ Report Date +6.9%
WEC WEC ENERGY GROUP INC COM 0.1%
Value $201K Shares 3,198 Share Price $62.78 * Est. Cost/Share $40.72 Unrealized @ Report Date +18.3%
PRU PRUDENTIAL FINL INC COM 0.1%
Value $197K Shares 1,849 Share Price $106.32 * Est. Cost/Share $54.52 Unrealized @ Report Date +32.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $195K Shares 2,403 Share Price $81.07 Est. Cost/Share $73.13 Unrealized @ Report Date +10.9%
HPQ HP INC COM 0.1%
Value $194K Shares 9,700 Share Price $19.96 * Est. Cost/Share $7.71 Unrealized @ Report Date +97.4%
INVESCO BULLETSHARES 2020 HY CORP BD ETF 0.1%
Value $185K Shares 7,415 Share Price $24.96 Est. Cost/Share $24.96 Unrealized @ Report Date
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.1%
Value $185K Shares 2,600 Share Price $71.06 Est. Cost/Share $68.80 Unrealized @ Report Date
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value $184K Shares 3,160 Share Price $58.10 Est. Cost/Share $51.44 Unrealized @ Report Date +12.9%
DVN DEVON ENERGY CORP NEW COM 0.1%
Value $184K Shares 5,000 Share Price $36.71 * Est. Cost/Share $16.97 Unrealized @ Report Date +53.5%
FLEETCOR TECHNOLOGIES INC COM 0.1%
Value $182K Shares 1,175 Share Price $154.77 Est. Cost/Share $158.45 Unrealized @ Report Date
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value $181K Shares 1,520 Share Price $119.30 Est. Cost/Share $117.89 Unrealized @ Report Date +1.2%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.1%
Value $181K Shares 1,785 Share Price $101.54 Est. Cost/Share $91.81 Unrealized @ Report Date +10.6%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.1%
Value $180K Shares 4,652 Share Price $38.59 Est. Cost/Share $37.12 Unrealized @ Report Date
SYY SYSCO CORP COM 0.1%
Value $179K Shares 3,325 Share Price $53.95 * Est. Cost/Share $33.38 Unrealized @ Report Date +29.9%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.1%
Value $177K Shares 5,815 Share Price $30.46 Est. Cost/Share $23.78 Unrealized @ Report Date +28.1%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value $175K Shares 1,429 Share Price $122.52 * Est. Cost/Share $89.99 Unrealized @ Report Date +13.9%
INVESCO BULLETSHARES 2019 HIGH YIELD CORPORATE BOND ETF 0.1%
Value $175K Shares 7,065 Share Price $24.71 Est. Cost/Share $24.71 Unrealized @ Report Date
FTNT FORTINET INC COM 0.1%
Value $174K Shares 4,850 Share Price $35.84 * Est. Cost/Share $7.01 Unrealized @ Report Date +2.2%
NKE NIKE INC CL B 0.1%
Value $171K Shares 3,298 Share Price $51.85 * Est. Cost/Share $51.94 Unrealized @ Report Date -10.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $170K Shares 2,475 Share Price $68.70 * Est. Cost/Share $48.33 Unrealized @ Report Date +28.0%
PRIMIS FINANCIAL CORP COM 0.0%
Value $170K Shares 10,000 Share Price $16.99 Est. Cost/Share $17.28 Unrealized @ Report Date
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $167K Shares 1,425 Share Price $117.19 Est. Cost/Share $126.54 Unrealized @ Report Date -7.4%
IP INTERNATIONAL PAPER CO COM 0.0%
Value $166K Shares 2,920 Share Price $56.82 * Est. Cost/Share $22.81 Unrealized @ Report Date +64.5%
HRL HORMEL FOODS CORP COM 0.0%
Value $166K Shares 5,161 Share Price $32.14 * Est. Cost/Share $30.67 Unrealized @ Report Date -15.4%
DG DOLLAR GEN CORP NEW COM 0.0%
Value $165K Shares 2,041 Share Price $81.05 * Est. Cost/Share $68.69 Unrealized @ Report Date +6.0%
MMS MAXIMUS INC COM 0.0%
Value $164K Shares 2,550 Share Price $64.50 Est. Cost/Share $61.20 Unrealized @ Report Date +5.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $164K Shares 4,236 Share Price $38.81 Est. Cost/Share $38.94 Unrealized @ Report Date -0.3%
FNB F N B CORP COM 0.0%
Value $161K Shares 11,466 Share Price $14.03 * Est. Cost/Share $10.83 Unrealized @ Report Date -6.3%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $160K Shares 2,424 Share Price $65.93 * Est. Cost/Share $46.57 Unrealized @ Report Date +4.6%
INVESCO BULLETSHARES 2020 CORP BD ETF 0.0%
Value $158K Shares 7,355 Share Price $21.51 Est. Cost/Share $21.51 Unrealized @ Report Date
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $156K Shares 1,648 Share Price $94.79 Est. Cost/Share $81.84 Unrealized @ Report Date +15.8%
HEI HEICO CORP NEW COM 0.0%
Value $155K Shares 1,726 Share Price $89.81 * Est. Cost/Share $37.80 Unrealized @ Report Date +52.1%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $155K Shares 10,535 Share Price $14.71 * Est. Cost/Share $6.37 Unrealized @ Report Date +79.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $154K Shares 1,824 Share Price $84.45 Est. Cost/Share $84.78 Unrealized @ Report Date -0.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $152K Shares 1,851 Share Price $81.96 Est. Cost/Share $82.03 Unrealized @ Report Date -0.1%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $150K Shares 6,010 Share Price $24.88 * Est. Cost/Share $13.55 Unrealized @ Report Date +36.2%
TRP TC ENERGY CORP COM 0.0%
Value $148K Shares 3,000 Share Price $49.43 * Est. Cost/Share $21.92 Unrealized @ Report Date +50.3%
OKE ONEOK INC NEW COM 0.0%
Value $148K Shares 2,675 Share Price $55.41 * Est. Cost/Share $13.46 Unrealized @ Report Date +138.2%
ZD ZIFF DAVIS INC COM 0.0%
Value $146K Shares 1,980 Share Price $73.88 * Est. Cost/Share $71.76 Unrealized @ Report Date -5.7%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value $146K Shares 1,700 Share Price $85.80 * Est. Cost/Share $37.00 Unrealized @ Report Date +109.9%
KKR KKR & CO INC COM 0.0%
Value $146K Shares 7,161 Share Price $20.33 * Est. Cost/Share $11.40 Unrealized @ Report Date +58.9%
STERICYCLE INC COM 0.0%
Value $143K Shares 2,000 Share Price $71.62 Est. Cost/Share $126.19 Unrealized @ Report Date
WESTROCK CO COM 0.0%
Value $141K Shares 2,477 Share Price $56.73 Est. Cost/Share $38.98 Unrealized @ Report Date
ITIC INVESTORS TITLE CO NC COM 0.0%
Value $140K Shares 780 Share Price $179.07 Est. Cost/Share $93.62 Unrealized @ Report Date +90.9%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $138K Shares 1,188 Share Price $116.42 Est. Cost/Share $106.70 Unrealized @ Report Date +9.1%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $138K Shares 2,344 Share Price $58.98 Est. Cost/Share $44.90 Unrealized @ Report Date +31.4%
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value $136K Shares 19,625 Share Price $6.95 Est. Cost/Share $5.79 Unrealized @ Report Date
FORWARD AIR CORP COM 0.0%
Value $134K Shares 2,350 Share Price $57.23 Est. Cost/Share $52.68 Unrealized @ Report Date
EXP EAGLE MATLS INC COM 0.0%
Value $132K Shares 1,235 Share Price $106.70 * Est. Cost/Share $63.56 Unrealized @ Report Date +61.2%
HP HELMERICH & PAYNE INC COM 0.0%
Value $131K Shares 2,516 Share Price $52.11 * Est. Cost/Share $52.86 Unrealized @ Report Date -6.4%
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value $131K Shares 5,475 Share Price $23.89 * Est. Cost/Share $16.81 Unrealized @ Report Date +37.7%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $130K Shares 1,238 Share Price $105.35 * Est. Cost/Share $52.41 Unrealized @ Report Date +0.5%
VTR VENTAS INC COM 0.0%
Value $130K Shares 2,002 Share Price $65.15 * Est. Cost/Share $38.54 Unrealized @ Report Date +22.2%
CAG CONAGRA BRANDS INC COM 0.0%
Value $130K Shares 3,855 Share Price $33.74 * Est. Cost/Share $25.35 Unrealized @ Report Date -2.1%
CYRUSONE INC COM 0.0%
Value $130K Shares 2,200 Share Price $58.93 Est. Cost/Share $58.35 Unrealized @ Report Date
EARN ELLINGTON RESIDENTIAL MTG REIT COM SHS BEN INT 0.0%
Value $128K Shares 8,845 Share Price $14.52 Est. Cost/Share $12.11 Unrealized @ Report Date
GPN GLOBAL PMTS INC COM 0.0%
Value $127K Shares 1,337 Share Price $95.03 * Est. Cost/Share $70.19 Unrealized @ Report Date +28.8%
DE DEERE & CO COM 0.0%
Value $126K Shares 1,003 Share Price $125.59 * Est. Cost/Share $66.87 Unrealized @ Report Date +66.1%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $124K Shares 8,500 Share Price $14.59 Est. Cost/Share $14.90 Unrealized @ Report Date -2.1%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $124K Shares 1,684 Share Price $73.48 * Est. Cost/Share $35.60 Unrealized @ Report Date +46.1%
MHK MOHAWK INDS INC COM 0.0%
Value $120K Shares 485 Share Price $247.51 Est. Cost/Share $195.75 Unrealized @ Report Date +27.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $120K Shares 1,441 Share Price $83.09 Est. Cost/Share $82.81 Unrealized @ Report Date +0.3%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $120K Shares 2,375 Share Price $50.40 * Est. Cost/Share $25.23 Unrealized @ Report Date -0.1%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $119K Shares 5,446 Share Price $21.91 Est. Cost/Share $21.26 Unrealized @ Report Date
GIS GENERAL MLS INC COM 0.0%
Value $119K Shares 2,300 Share Price $51.76 * Est. Cost/Share $42.81 Unrealized @ Report Date -10.2%
WMB WILLIAMS COS INC COM 0.0%
Value $119K Shares 3,950 Share Price $30.01 * Est. Cost/Share $9.91 Unrealized @ Report Date +93.1%
IPGP IPG PHOTONICS CORP COM 0.0%
Value $118K Shares 640 Share Price $185.06 * Est. Cost/Share $103.88 Unrealized @ Report Date +59.9%
CATO CATO CORP NEW CL A 0.0%
Value $118K Shares 8,939 Share Price $13.23 * Est. Cost/Share $16.89 Unrealized @ Report Date -51.7%
BP BP PLC SPONSORED ADR 0.0%
Value $118K Shares 3,072 Share Price $38.43 Est. Cost/Share $30.24 Unrealized @ Report Date +27.1%
KBR KBR INC COM 0.0%
Value $117K Shares 6,550 Share Price $17.88 * Est. Cost/Share $13.46 Unrealized @ Report Date +19.5%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $116K Shares 4,480 Share Price $26.00 Est. Cost/Share $26.00 Unrealized @ Report Date
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $116K Shares 4,328 Share Price $26.90 Est. Cost/Share $26.90 Unrealized @ Report Date
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $116K Shares 4,604 Share Price $25.27 Est. Cost/Share $25.27 Unrealized @ Report Date
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $116K Shares 4,572 Share Price $25.40 Est. Cost/Share $25.40 Unrealized @ Report Date
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $114K Shares 2,545 Share Price $44.81 Est. Cost/Share $34.65 Unrealized @ Report Date +29.3%
CCI CROWN CASTLE INC COM 0.0%
Value $113K Shares 1,130 Share Price $99.98 * Est. Cost/Share $59.95 Unrealized @ Report Date +18.1%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $112K Shares 2,052 Share Price $54.73 Est. Cost/Share $53.71 Unrealized @ Report Date +1.9%
CNK CINEMARK HLDGS INC COM 0.0%
Value $112K Shares 3,095 Share Price $36.21 * Est. Cost/Share $27.26 Unrealized @ Report Date +19.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value $111K Shares 2,050 Share Price $53.98 Est. Cost/Share $53.67 Unrealized @ Report Date +0.6%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value $110K Shares 1,420 Share Price $77.72 Est. Cost/Share $55.57 Unrealized @ Report Date
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $109K Shares 2,260 Share Price $48.45 * Est. Cost/Share $40.50 Unrealized @ Report Date +7.8%
NFLX NETFLIX INC COM 0.0%
Value $108K Shares 598 Share Price $181.35 * Est. Cost/Share $13.04 Unrealized @ Report Date +39.0%
ISHARES IBONDS MAR 2023 TERM CORPORATE ETF 0.0%
Value $108K Shares 4,050 Share Price $26.74 Est. Cost/Share $26.41 Unrealized @ Report Date
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $107K Shares 3,213 Share Price $33.19 Est. Cost/Share $30.95 Unrealized @ Report Date +7.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $105K Shares 1,243 Share Price $84.66 * Est. Cost/Share $55.37 Unrealized @ Report Date +32.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $105K Shares 3,769 Share Price $27.83 * Est. Cost/Share $17.84 Unrealized @ Report Date +1.2%
HON HONEYWELL INTL INC COM 0.0%
Value $104K Shares 735 Share Price $141.74 * Est. Cost/Share $79.09 Unrealized @ Report Date +36.5%
BDX BECTON DICKINSON & CO COM 0.0%
Value $104K Shares 530 Share Price $195.95 * Est. Cost/Share $127.57 Unrealized @ Report Date +32.6%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $103K Shares 3,017 Share Price $33.99 Est. Cost/Share $28.85 Unrealized @ Report Date +17.8%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value $102K Shares 4,851 Share Price $21.10 Est. Cost/Share $21.10 Unrealized @ Report Date
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value $102K Shares 4,922 Share Price $20.78 Est. Cost/Share $20.78 Unrealized @ Report Date
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $102K Shares 3,055 Share Price $33.47 * Est. Cost/Share $14.50 Unrealized @ Report Date +15.4%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value $102K Shares 4,874 Share Price $20.97 Est. Cost/Share $20.97 Unrealized @ Report Date
INVESCO BULLETSHARES 2021 CORP BD ETF 0.0%
Value $102K Shares 4,785 Share Price $21.36 Est. Cost/Share $21.36 Unrealized @ Report Date
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $102K Shares 5,166 Share Price $19.77 Est. Cost/Share $19.76 Unrealized @ Report Date +0.0%
GEN GEN DIGITAL INC COM 0.0%
Value $102K Shares 3,100 Share Price $32.81 * Est. Cost/Share $8.18 Unrealized @ Report Date +83.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $101K Shares 1,825 Share Price $55.25 * Est. Cost/Share $24.42 Unrealized @ Report Date +13.1%
CC CHEMOURS CO COM 0.0%
Value $101K Shares 1,989 Share Price $50.61 * Est. Cost/Share $3.64 Unrealized @ Report Date +919.7%
FFIV F5 INC COM 0.0%
Value $100K Shares 830 Share Price $120.56 Est. Cost/Share $101.83 Unrealized @ Report Date +18.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $98,216 Shares 549 Share Price $178.90 * Est. Cost/Share $33.35 Unrealized @ Report Date +7.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $97,899 Shares 300 Share Price $326.33 Est. Cost/Share $267.28 Unrealized @ Report Date +22.1%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $97,577 Shares 1,556 Share Price $62.71 Est. Cost/Share $67.81 Unrealized @ Report Date -7.5%
CDK GLOBAL INC COM 0.0%
Value $97,348 Shares 1,543 Share Price $63.09 Est. Cost/Share $46.55 Unrealized @ Report Date
BF/B BROWN FORMAN CORP CL B 0.0%
Value $94,754 Shares 1,745 Share Price $54.30 * Est. Cost/Share $32.13 Unrealized @ Report Date +8.2%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $94,656 Shares 1,979 Share Price $47.83 Est. Cost/Share $46.42 Unrealized @ Report Date
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $94,041 Shares 2,150 Share Price $43.74 * Est. Cost/Share $25.24 Unrealized @ Report Date +55.2%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $93,777 Shares 1,850 Share Price $50.69 Est. Cost/Share $45.15 Unrealized @ Report Date +12.3%
VMC VULCAN MATLS CO COM 0.0%
Value $93,288 Shares 780 Share Price $119.60 * Est. Cost/Share $92.10 Unrealized @ Report Date +20.8%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $92,376 Shares 900 Share Price $102.64 * Est. Cost/Share $39.21 Unrealized @ Report Date +11.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $91,840 Shares 740 Share Price $124.11 Est. Cost/Share $113.57 Unrealized @ Report Date +9.3%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $91,499 Shares 1,425 Share Price $64.21 * Est. Cost/Share $50.37 Unrealized @ Report Date +3.2%
VDE VANGUARD ENERGY ETF 0.0%
Value $91,334 Shares 976 Share Price $93.58 Est. Cost/Share $88.72 Unrealized @ Report Date +5.5%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $91,276 Shares 770 Share Price $118.54 * Est. Cost/Share $78.94 Unrealized @ Report Date +38.7%
CROX CROCS INC COM 0.0%
Value $91,180 Shares 9,400 Share Price $9.70 * Est. Cost/Share $8.53 Unrealized @ Report Date +0.2%
TAN INVESCO SOLAR ETF 0.0%
Value $91,147 Shares 4,210 Share Price $21.65 Est. Cost/Share $19.53 Unrealized @ Report Date +10.8%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value $90,484 Shares 899 Share Price $100.65 * Est. Cost/Share $50.71 Unrealized @ Report Date -0.8%
RY ROYAL BK CDA COM 0.0%
Value $88,798 Shares 1,148 Share Price $77.35 * Est. Cost/Share $52.72 Unrealized @ Report Date +41.6%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $88,427 Shares 1,815 Share Price $48.72 Est. Cost/Share $50.70 Unrealized @ Report Date -3.9%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $88,414 Shares 2,212 Share Price $39.97 Est. Cost/Share $27.26 Unrealized @ Report Date +46.6%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $86,952 Shares 1,200 Share Price $72.46 Est. Cost/Share $58.67 Unrealized @ Report Date +23.5%
SHEL SHELL PLC SPON ADS 0.0%
Value $86,145 Shares 1,422 Share Price $60.58 Est. Cost/Share $45.20 Unrealized @ Report Date +34.0%
DIN DINE BRANDS GLOBAL INC COM 0.0%
Value $85,960 Shares 2,000 Share Price $42.98 * Est. Cost/Share $56.88 Unrealized @ Report Date -49.2%
THO THOR INDS INC COM 0.0%
Value $85,745 Shares 681 Share Price $125.91 * Est. Cost/Share $88.44 Unrealized @ Report Date +19.9%
BX BLACKSTONE INC COM 0.0%
Value $85,094 Shares 2,550 Share Price $33.37 * Est. Cost/Share $17.09 Unrealized @ Report Date +39.4%
AVD AMERICAN VANGUARD CORP COM 0.0%
Value $84,959 Shares 3,710 Share Price $22.90 * Est. Cost/Share $15.41 Unrealized @ Report Date +23.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $84,865 Shares 1,571 Share Price $54.02 Est. Cost/Share $39.91 Unrealized @ Report Date +35.4%
CNX CNX RES CORP COM 0.0%
Value $84,700 Shares 5,000 Share Price $16.94 * Est. Cost/Share $7.27 Unrealized @ Report Date +76.6%
MDRX VERADIGM INC COM 0.0%
Value $84,669 Shares 5,950 Share Price $14.23 * Est. Cost/Share $11.81 Unrealized @ Report Date +9.5%
OMC OMNICOM GROUP INC COM 0.0%
Value $84,069 Shares 1,135 Share Price $74.07 * Est. Cost/Share $53.77 Unrealized @ Report Date +2.8%
CASY CASEYS GEN STORES INC COM 0.0%
Value $83,620 Shares 764 Share Price $109.45 * Est. Cost/Share $111.27 Unrealized @ Report Date -7.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $83,592 Shares 484 Share Price $172.71 Est. Cost/Share $97.12 Unrealized @ Report Date +77.8%
FLO FLOWERS FOODS INC COM 0.0%
Value $83,272 Shares 4,427 Share Price $18.81 * Est. Cost/Share $11.50 Unrealized @ Report Date +18.1%
KEY KEYCORP COM 0.0%
Value $82,808 Shares 4,400 Share Price $18.82 * Est. Cost/Share $8.65 Unrealized @ Report Date +44.1%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $80,899 Shares 530 Share Price $152.64 Est. Cost/Share $112.23 Unrealized @ Report Date +36.0%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value $79,812 Shares 2,700 Share Price $29.56 Est. Cost/Share $28.22 Unrealized @ Report Date +4.7%
DORM DORMAN PRODS INC COM 0.0%
Value $78,782 Shares 1,100 Share Price $71.62 Est. Cost/Share $55.41 Unrealized @ Report Date +29.7%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $77,609 Shares 5,033 Share Price $15.42 Est. Cost/Share $16.25 Unrealized @ Report Date
EIX EDISON INTL COM 0.0%
Value $77,170 Shares 1,000 Share Price $77.17 * Est. Cost/Share $43.56 Unrealized @ Report Date +27.0%
VLO VALERO ENERGY CORP COM 0.0%
Value $76,930 Shares 1,000 Share Price $76.93 * Est. Cost/Share $42.88 Unrealized @ Report Date +29.3%
ETN EATON CORP PLC SHS 0.0%
Value $76,790 Shares 1,000 Share Price $76.79 * Est. Cost/Share $44.23 Unrealized @ Report Date +47.3%
LCII LCI INDS COM 0.0%
Value $76,693 Shares 662 Share Price $115.85 * Est. Cost/Share $78.39 Unrealized @ Report Date -0.5%
DXC DXC TECHNOLOGY CO COM 0.0%
Value $76,261 Shares 888 Share Price $85.88 * Est. Cost/Share $62.87 Unrealized @ Report Date +7.2%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value $76,062 Shares 894 Share Price $85.08 Est. Cost/Share $82.91 Unrealized @ Report Date
FAST FASTENAL CO COM 0.0%
Value $75,207 Shares 1,650 Share Price $45.58 * Est. Cost/Share $8.89 Unrealized @ Report Date +3.4%
XYL XYLEM INC COM 0.0%
Value $75,156 Shares 1,200 Share Price $62.63 * Est. Cost/Share $32.65 Unrealized @ Report Date +73.9%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $74,597 Shares 1,650 Share Price $45.21 * Est. Cost/Share $27.41 Unrealized @ Report Date +44.5%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value $74,359 Shares 2,610 Share Price $28.49 Est. Cost/Share $26.81 Unrealized @ Report Date
BRO BROWN & BROWN INC COM 0.0%
Value $74,213 Shares 1,540 Share Price $48.19 * Est. Cost/Share $14.72 Unrealized @ Report Date +53.3%
NWSA NEWS CORP NEW CL A 0.0%
Value $73,354 Shares 5,532 Share Price $13.26 * Est. Cost/Share $10.51 Unrealized @ Report Date +15.3%
CCJ CAMECO CORP COM 0.0%
Value $72,525 Shares 7,500 Share Price $9.67 * Est. Cost/Share $10.45 Unrealized @ Report Date -10.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value $71,374 Shares 2,760 Share Price $25.86 Est. Cost/Share $18.82 Unrealized @ Report Date +37.4%
PIMCO STRATEGIC INCOME FD COM 0.0%
Value $71,029 Shares 7,300 Share Price $9.73 Est. Cost/Share $9.15 Unrealized @ Report Date
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $70,978 Shares 479 Share Price $148.18 Est. Cost/Share $111.94 Unrealized @ Report Date +32.4%
GBDC GOLUB CAP BDC INC COM 0.0%
Value $69,634 Shares 3,700 Share Price $18.82 * Est. Cost/Share $6.58 Unrealized @ Report Date +30.8%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $68,630 Shares 623 Share Price $110.16 * Est. Cost/Share $54.01 Unrealized @ Report Date +2.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value $68,357 Shares 360 Share Price $189.88 * Est. Cost/Share $116.07 Unrealized @ Report Date +46.9%
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 0.0%
Value $68,002 Shares 1,100 Share Price $61.82 Est. Cost/Share $57.70 Unrealized @ Report Date
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $67,808 Shares 3,200 Share Price $21.19 Est. Cost/Share $20.97 Unrealized @ Report Date
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $66,992 Shares 2,226 Share Price $30.10 * Est. Cost/Share $10.07 Unrealized @ Report Date +121.7%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value $66,570 Shares 750 Share Price $88.76 Est. Cost/Share $88.24 Unrealized @ Report Date +0.6%
USB US BANCORP DEL COM NEW 0.0%
Value $64,308 Shares 1,200 Share Price $53.59 * Est. Cost/Share $27.80 Unrealized @ Report Date +39.9%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value $63,230 Shares 1,837 Share Price $34.42 Est. Cost/Share $29.50 Unrealized @ Report Date
GPC GENUINE PARTS CO COM 0.0%
Value $62,173 Shares 650 Share Price $95.65 * Est. Cost/Share $66.65 Unrealized @ Report Date +13.1%
SYNOVUS FINL CORP COM NEW 0.0%
Value $60,615 Shares 1,316 Share Price $46.06 Est. Cost/Share $46.06 Unrealized @ Report Date
CG CARLYLE GROUP INC COM 0.0%
Value $60,180 Shares 2,550 Share Price $23.60 * Est. Cost/Share $14.98 Unrealized @ Report Date 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value $59,779 Shares 478 Share Price $125.06 * Est. Cost/Share $24.97 Unrealized @ Report Date +25.2%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $58,811 Shares 350 Share Price $168.03 * Est. Cost/Share $22.52 Unrealized @ Report Date +38.9%
CIT GROUP INC COM NEW 0.0%
Value $58,026 Shares 1,183 Share Price $49.05 Est. Cost/Share $31.03 Unrealized @ Report Date
MCD MCDONALDS CORP COM 0.0%
Value $57,345 Shares 366 Share Price $156.68 * Est. Cost/Share $108.35 Unrealized @ Report Date +19.2%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $57,094 Shares 320 Share Price $178.42 * Est. Cost/Share $134.18 Unrealized @ Report Date +0.3%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value $56,954 Shares 713 Share Price $79.88 Est. Cost/Share $79.88 Unrealized @ Report Date
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $56,909 Shares 225 Share Price $252.93 Est. Cost/Share $245.33 Unrealized @ Report Date +3.1%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $56,535 Shares 550 Share Price $102.79 * Est. Cost/Share $71.28 Unrealized @ Report Date +31.4%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value $55,836 Shares 1,800 Share Price $31.02 Est. Cost/Share $26.86 Unrealized @ Report Date
WHR WHIRLPOOL CORP COM 0.0%
Value $55,332 Shares 300 Share Price $184.44 Est. Cost/Share $149.07 Unrealized @ Report Date +23.7%
FLR FLUOR CORP NEW COM 0.0%
Value $54,730 Shares 1,300 Share Price $42.10 * Est. Cost/Share $42.95 Unrealized @ Report Date -9.6%
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value $54,525 Shares 1,793 Share Price $30.41 Est. Cost/Share $30.41 Unrealized @ Report Date
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $54,433 Shares 590 Share Price $92.26 Est. Cost/Share $92.30 Unrealized @ Report Date -0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value $53,920 Shares 500 Share Price $107.84 * Est. Cost/Share $73.89 Unrealized @ Report Date +31.7%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value $53,648 Shares 2,103 Share Price $25.51 Est. Cost/Share $25.31 Unrealized @ Report Date +0.8%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $53,209 Shares 1,057 Share Price $50.34 Est. Cost/Share $49.76 Unrealized @ Report Date +1.2%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $52,789 Shares 943 Share Price $55.98 * Est. Cost/Share $50.59 Unrealized @ Report Date -0.1%
WSM WILLIAMS SONOMA INC COM 0.0%
Value $52,353 Shares 1,050 Share Price $49.86 * Est. Cost/Share $19.84 Unrealized @ Report Date +3.9%
MBB ISHARES MBS ETF 0.0%
Value $51,408 Shares 480 Share Price $107.10 Est. Cost/Share $108.99 Unrealized @ Report Date -1.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value $50,285 Shares 954 Share Price $52.71 Est. Cost/Share $42.64 Unrealized @ Report Date +23.6%
PWR QUANTA SVCS INC COM 0.0%
Value $48,581 Shares 1,300 Share Price $37.37 Est. Cost/Share $19.43 Unrealized @ Report Date +88.7%
DY DYCOM INDS INC COM 0.0%
Value $48,522 Shares 565 Share Price $85.88 Est. Cost/Share $95.84 Unrealized @ Report Date -10.4%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $48,218 Shares 561 Share Price $85.95 * Est. Cost/Share $16.31 Unrealized @ Report Date +5.4%
TREX TREX CO INC COM 0.0%
Value $48,187 Shares 535 Share Price $90.07 * Est. Cost/Share $13.01 Unrealized @ Report Date +46.4%
BIZD VANECK BDC INCOME ETF 0.0%
Value $48,026 Shares 2,689 Share Price $17.86 Est. Cost/Share $17.68 Unrealized @ Report Date +1.0%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value $47,928 Shares 1,992 Share Price $24.06 Est. Cost/Share $24.06 Unrealized @ Report Date
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value $47,813 Shares 569 Share Price $84.03 * Est. Cost/Share $26.72 Unrealized @ Report Date +4.8%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $47,770 Shares 320 Share Price $149.28 Est. Cost/Share $146.00 Unrealized @ Report Date +2.2%
KBWY INVESCO KBW PREMIUM YIELD EQUITY REIT ETF 0.0%
Value $47,738 Shares 1,273 Share Price $37.50 Est. Cost/Share $37.50 Unrealized @ Report Date
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $47,424 Shares 3,439 Share Price $13.79 * Est. Cost/Share $41.07 Unrealized @ Report Date +0.7%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value $47,388 Shares 1,876 Share Price $25.26 Est. Cost/Share $25.26 Unrealized @ Report Date
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $47,300 Shares 1,100 Share Price $43.00 Est. Cost/Share $31.57 Unrealized @ Report Date +36.2%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value $47,221 Shares 1,354 Share Price $34.88 Est. Cost/Share $33.66 Unrealized @ Report Date +3.6%
IQ CBRE NEXTGEN REAL ESTATE ETF 0.0%
Value $47,119 Shares 1,740 Share Price $27.08 Est. Cost/Share $27.08 Unrealized @ Report Date
PYPL PAYPAL HLDGS INC COM 0.0%
Value $47,062 Shares 735 Share Price $64.03 Est. Cost/Share $36.05 Unrealized @ Report Date +77.2%
GLOBAL X SUPERDIVIDEND REIT ETF 0.0%
Value $46,913 Shares 3,015 Share Price $15.56 Est. Cost/Share $15.56 Unrealized @ Report Date
PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 0.0%
Value $46,798 Shares 1,929 Share Price $24.26 Est. Cost/Share $24.26 Unrealized @ Report Date
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value $46,704 Shares 2,121 Share Price $22.02 Est. Cost/Share $22.02 Unrealized @ Report Date
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value $46,559 Shares 886 Share Price $52.55 Est. Cost/Share $52.55 Unrealized @ Report Date
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value $46,184 Shares 986 Share Price $46.84 Est. Cost/Share $46.74 Unrealized @ Report Date +0.2%
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value $46,064 Shares 1,444 Share Price $31.90 Est. Cost/Share $31.90 Unrealized @ Report Date
AA ALCOA CORP COM 0.0%
Value $45,641 Shares 979 Share Price $46.62 * Est. Cost/Share $25.90 Unrealized @ Report Date +71.9%
DVYA ISHARES ASIA/PACIFIC DIVIDEND ETF 0.0%
Value $45,633 Shares 937 Share Price $48.70 Est. Cost/Share $48.70 Unrealized @ Report Date
BARNES & NOBLE ED INC COM 0.0%
Value $45,570 Shares 7,000 Share Price $6.51 Est. Cost/Share $6.51 Unrealized @ Report Date
PH PARKER-HANNIFIN CORP COM 0.0%
Value $44,630 Shares 255 Share Price $175.02 * Est. Cost/Share $85.95 Unrealized @ Report Date +79.7%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $44,446 Shares 2,888 Share Price $15.39 Est. Cost/Share $16.26 Unrealized @ Report Date
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value $44,409 Shares 493 Share Price $90.08 * Est. Cost/Share $42.82 Unrealized @ Report Date +5.2%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value $44,040 Shares 1,000 Share Price $44.04 Est. Cost/Share $31.37 Unrealized @ Report Date +40.4%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value $43,860 Shares 1,000 Share Price $43.86 Est. Cost/Share $41.82 Unrealized @ Report Date
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $43,773 Shares 397 Share Price $110.26 * Est. Cost/Share $74.13 Unrealized @ Report Date +38.8%
AMERICAN NATL BANKSHARES INC COM 0.0%
Value $43,260 Shares 1,050 Share Price $41.20 Est. Cost/Share $25.33 Unrealized @ Report Date
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $42,992 Shares 319 Share Price $134.77 * Est. Cost/Share $61.97 Unrealized @ Report Date +63.9%
AMLP ALERIAN MLP ETF 0.0%
Value $42,636 Shares 3,800 Share Price $11.22 * Est. Cost/Share $50.81 Unrealized @ Report Date +10.4%
GUESS INC COM 0.0%
Value $42,575 Shares 2,500 Share Price $17.03 Est. Cost/Share $12.10 Unrealized @ Report Date
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $42,454 Shares 572 Share Price $74.22 Est. Cost/Share $68.88 Unrealized @ Report Date +7.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $41,967 Shares 654 Share Price $64.17 Est. Cost/Share $52.94 Unrealized @ Report Date +21.2%
AAON AAON INC COM PAR $0.004 0.0%
Value $41,370 Shares 1,200 Share Price $34.48 * Est. Cost/Share $17.81 Unrealized @ Report Date +21.2%
CRMT AMERICAS CAR-MART INC COM 0.0%
Value $41,125 Shares 1,000 Share Price $41.13 * Est. Cost/Share $24.51 Unrealized @ Report Date +58.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $41,004 Shares 346 Share Price $118.51 Est. Cost/Share $100.97 Unrealized @ Report Date +17.4%
WCN WASTE CONNECTIONS INC COM 0.0%
Value $39,877 Shares 570 Share Price $69.96 * Est. Cost/Share $44.56 Unrealized @ Report Date +48.4%
MOS MOSAIC CO NEW COM 0.0%
Value $38,862 Shares 1,800 Share Price $21.59 * Est. Cost/Share $21.88 Unrealized @ Report Date -13.6%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $38,686 Shares 1,121 Share Price $34.51 Est. Cost/Share $33.72 Unrealized @ Report Date +2.4%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value $37,729 Shares 1,008 Share Price $37.43 Est. Cost/Share $35.56 Unrealized @ Report Date +5.3%
CI THE CIGNA GROUP COM 0.0%
Value $37,388 Shares 200 Share Price $186.94 * Est. Cost/Share $125.48 Unrealized @ Report Date +36.2%
HXL HEXCEL CORP NEW COM 0.0%
Value $37,323 Shares 650 Share Price $57.42 * Est. Cost/Share $43.73 Unrealized @ Report Date +23.2%
SJM SMUCKER J M CO COM NEW 0.0%
Value $36,935 Shares 352 Share Price $104.93 * Est. Cost/Share $89.25 Unrealized @ Report Date -9.7%
TRN TRINITY INDS INC COM 0.0%
Value $36,685 Shares 1,150 Share Price $31.90 * Est. Cost/Share $10.22 Unrealized @ Report Date +51.3%
APA APA CORPORATION COM 0.0%
Value $36,640 Shares 800 Share Price $45.80 * Est. Cost/Share $38.67 Unrealized @ Report Date -8.0%
WYNN WYNN RESORTS LTD COM 0.0%
Value $36,485 Shares 245 Share Price $148.92 * Est. Cost/Share $121.15 Unrealized @ Report Date +12.2%
MTB M & T BK CORP COM 0.0%
Value $36,234 Shares 225 Share Price $161.04 * Est. Cost/Share $104.02 Unrealized @ Report Date +17.7%
PKG PACKAGING CORP AMER COM 0.0%
Value $34,404 Shares 300 Share Price $114.68 * Est. Cost/Share $79.33 Unrealized @ Report Date +13.2%
OLN OLIN CORP COM PAR $1 0.0%
Value $34,250 Shares 1,000 Share Price $34.25 * Est. Cost/Share $11.65 Unrealized @ Report Date +133.6%
INDEPENDENCE CONTRACT DRILLING COM 0.0%
Value $34,200 Shares 9,000 Share Price $3.80 Est. Cost/Share $4.57 Unrealized @ Report Date
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value $34,135 Shares 444 Share Price $76.88 Est. Cost/Share $94.43 Unrealized @ Report Date
ISHARES INTERNATIONAL PREFERRED STOCK ETF 0.0%
Value $33,390 Shares 1,800 Share Price $18.55 Est. Cost/Share $15.62 Unrealized @ Report Date
PETS PETMED EXPRESS INC COM 0.0%
Value $33,150 Shares 1,000 Share Price $33.15 * Est. Cost/Share $17.13 Unrealized @ Report Date +137.7%
HSY HERSHEY CO COM 0.0%
Value $33,079 Shares 303 Share Price $109.17 * Est. Cost/Share $71.50 Unrealized @ Report Date +25.5%
KMPR KEMPER CORP COM 0.0%
Value $33,019 Shares 623 Share Price $53.00 * Est. Cost/Share $30.00 Unrealized @ Report Date +52.1%
HRI HERC HLDGS INC COM 0.0%
Value $32,721 Shares 666 Share Price $49.13 * Est. Cost/Share $30.89 Unrealized @ Report Date +29.2%
SRH TOTAL RETURN FUND INC COM 0.0%
Value $32,324 Shares 3,169 Share Price $10.20 Est. Cost/Share $7.85 Unrealized @ Report Date
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $32,107 Shares 523 Share Price $61.39 * Est. Cost/Share $44.12 Unrealized @ Report Date +12.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $31,848 Shares 495 Share Price $64.34 * Est. Cost/Share $42.59 Unrealized @ Report Date +10.1%
DNOW NOW INC COM 0.0%
Value $31,832 Shares 2,305 Share Price $13.81 Est. Cost/Share $15.37 Unrealized @ Report Date -11.3%
CME CME GROUP INC COM 0.0%
Value $30,528 Shares 225 Share Price $135.68 * Est. Cost/Share $65.83 Unrealized @ Report Date +52.2%
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value $30,439 Shares 389 Share Price $78.25 * Est. Cost/Share $64.11 Unrealized @ Report Date +4.7%
EQUITY COMWLTH COM SH BEN INT 0.0%
Value $30,400 Shares 1,000 Share Price $30.40 Est. Cost/Share $28.22 Unrealized @ Report Date
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value $30,160 Shares 2,000 Share Price $15.08 Est. Cost/Share $14.97 Unrealized @ Report Date
RL RALPH LAUREN CORP CL A 0.0%
Value $30,019 Shares 340 Share Price $88.29 * Est. Cost/Share $69.03 Unrealized @ Report Date +9.0%
IVZ INVESCO LTD SHS 0.0%
Value $30,009 Shares 856 Share Price $35.06 * Est. Cost/Share $18.39 Unrealized @ Report Date +25.1%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $29,813 Shares 208 Share Price $143.33 * Est. Cost/Share $32.08 Unrealized @ Report Date +11.8%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value $29,684 Shares 290 Share Price $102.36 Est. Cost/Share $99.13 Unrealized @ Report Date +3.3%
ENSTAR GROUP LIMITED SHS 0.0%
Value $29,573 Shares 133 Share Price $222.35 Est. Cost/Share $162.58 Unrealized @ Report Date
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $29,492 Shares 200 Share Price $147.46 * Est. Cost/Share $37.11 Unrealized @ Report Date +32.4%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value $29,313 Shares 1,250 Share Price $23.45 Est. Cost/Share $15.49 Unrealized @ Report Date +50.9%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $28,988 Shares 400 Share Price $72.47 * Est. Cost/Share $24.91 Unrealized @ Report Date +45.5%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $28,955 Shares 207 Share Price $139.88 Est. Cost/Share $117.14 Unrealized @ Report Date +19.4%
PROSHARES SHORT S&P500 0.0%
Value $28,953 Shares 900 Share Price $32.17 Est. Cost/Share $29.37 Unrealized @ Report Date
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $28,662 Shares 300 Share Price $95.54 Est. Cost/Share $76.25 Unrealized @ Report Date +25.3%
WT WISDOMTREE INC COM 0.0%
Value $28,504 Shares 2,800 Share Price $10.18 * Est. Cost/Share $9.44 Unrealized @ Report Date +2.5%
MFC MANULIFE FINL CORP COM 0.0%
Value $28,284 Shares 1,394 Share Price $20.29 Est. Cost/Share $13.40 Unrealized @ Report Date +51.4%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value $27,968 Shares 205 Share Price $136.43 Est. Cost/Share $137.20 Unrealized @ Report Date -0.6%
TJX TJX COS INC NEW COM 0.0%
Value $27,280 Shares 370 Share Price $73.73 * Est. Cost/Share $31.61 Unrealized @ Report Date +4.0%
ALB ALBEMARLE CORP COM 0.0%
Value $27,262 Shares 200 Share Price $136.31 * Est. Cost/Share $101.34 Unrealized @ Report Date +20.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value $27,162 Shares 512 Share Price $53.05 * Est. Cost/Share $24.23 Unrealized @ Report Date +9.5%
ZTS ZOETIS INC CL A 0.0%
Value $27,098 Shares 425 Share Price $63.76 * Est. Cost/Share $39.31 Unrealized @ Report Date +52.1%
SOUTHWESTERN ENERGY CO COM 0.0%
Value $26,664 Shares 4,364 Share Price $6.11 Est. Cost/Share $10.29 Unrealized @ Report Date
SLV ISHARES SILVER TRUST 0.0%
Value $26,522 Shares 1,685 Share Price $15.74 Est. Cost/Share $15.01 Unrealized @ Report Date +4.9%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $26,381 Shares 7,208 Share Price $3.66 Est. Cost/Share $3.76 Unrealized @ Report Date -2.8%
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $26,354 Shares 725 Share Price $36.35 Est. Cost/Share $34.16 Unrealized @ Report Date +6.4%
MFS INTER INCOME TR SH BEN INT 0.0%
Value $25,680 Shares 6,000 Share Price $4.28 Est. Cost/Share $4.31 Unrealized @ Report Date
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $25,634 Shares 700 Share Price $36.62 * Est. Cost/Share $23.33 Unrealized @ Report Date +24.6%
AEE AMEREN CORP COM 0.0%
Value $25,337 Shares 438 Share Price $57.85 * Est. Cost/Share $37.08 Unrealized @ Report Date +23.3%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $25,140 Shares 224 Share Price $112.23 * Est. Cost/Share $53.74 Unrealized @ Report Date +4.4%
UBS ETRACS ALERIAN MLP INFRAS ETN 0.0%
Value $25,090 Shares 998 Share Price $25.14 Est. Cost/Share $29.09 Unrealized @ Report Date
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $24,725 Shares 500 Share Price $49.45 Est. Cost/Share $49.19 Unrealized @ Report Date +0.5%
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value $24,564 Shares 1,200 Share Price $20.47 Est. Cost/Share $20.47 Unrealized @ Report Date
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value $24,278 Shares 376 Share Price $64.57 * Est. Cost/Share $50.33 Unrealized @ Report Date +21.0%
TSLA TESLA INC COM 0.0%
Value $23,877 Shares 70 Share Price $341.10 * Est. Cost/Share $22.01 Unrealized @ Report Date +3.3%
FTV FORTIVE CORP COM 0.0%
Value $23,502 Shares 332 Share Price $70.79 * Est. Cost/Share $30.87 Unrealized @ Report Date +39.8%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value $23,320 Shares 2,000 Share Price $11.66 Est. Cost/Share $11.66 Unrealized @ Report Date
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value $23,280 Shares 2,400 Share Price $9.70 Est. Cost/Share $10.78 Unrealized @ Report Date
KSS KOHLS CORP COM 0.0%
Value $22,825 Shares 500 Share Price $45.65 * Est. Cost/Share $38.33 Unrealized @ Report Date +7.0%
MUR MURPHY OIL CORP COM 0.0%
Value $22,576 Shares 850 Share Price $26.56 * Est. Cost/Share $13.90 Unrealized @ Report Date +33.3%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $21,551 Shares 1,240 Share Price $17.38 Est. Cost/Share $8.96 Unrealized @ Report Date
PSA PUBLIC STORAGE COM 0.0%
Value $21,399 Shares 100 Share Price $213.99 * Est. Cost/Share $154.24 Unrealized @ Report Date -0.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $21,280 Shares 233 Share Price $91.33 Est. Cost/Share $79.80 Unrealized @ Report Date +14.5%
OVV OVINTIV INC COM 0.0%
Value $21,204 Shares 1,800 Share Price $11.78 * Est. Cost/Share $23.02 Unrealized @ Report Date +112.3%
BBH VANECK BIOTECH ETF 0.0%
Value $20,790 Shares 155 Share Price $134.13 Est. Cost/Share $116.94 Unrealized @ Report Date +14.7%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $20,460 Shares 300 Share Price $68.20 Est. Cost/Share $53.02 Unrealized @ Report Date +28.6%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value $20,400 Shares 400 Share Price $51.00 Est. Cost/Share $31.50 Unrealized @ Report Date
CNQ CANADIAN NAT RES LTD COM 0.0%
Value $20,094 Shares 600 Share Price $33.49 * Est. Cost/Share $6.95 Unrealized @ Report Date +60.7%
AMP AMERIPRISE FINL INC COM 0.0%
Value $19,603 Shares 132 Share Price $148.51 * Est. Cost/Share $77.02 Unrealized @ Report Date +64.2%
WESTERN ASSET INTER MUNI FD IN COM 0.0%
Value $19,460 Shares 2,000 Share Price $9.73 Est. Cost/Share $10.37 Unrealized @ Report Date
SAP SAP SE SPON ADR 0.0%
Value $18,641 Shares 170 Share Price $109.65 Est. Cost/Share $77.82 Unrealized @ Report Date +40.9%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value $18,590 Shares 1,354 Share Price $13.73 Est. Cost/Share $13.73 Unrealized @ Report Date
XPMQX PIMCO MUN INCOME FD III COM 0.0%
Value $18,383 Shares 1,550 Share Price $11.86 Est. Cost/Share $12.10 Unrealized @ Report Date
DX DYNEX CAP INC COM 0.0%
Value $18,175 Shares 2,500 Share Price $7.27 Est. Cost/Share $6.65 Unrealized @ Report Date
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $17,986 Shares 370 Share Price $48.61 Est. Cost/Share $38.81 Unrealized @ Report Date +25.2%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $17,941 Shares 1,178 Share Price $15.23 * Est. Cost/Share $6.22 Unrealized @ Report Date +78.4%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $17,747 Shares 259 Share Price $68.52 * Est. Cost/Share $16.30 Unrealized @ Report Date +40.1%
GLOBAL X FERTILIZERS/POTASH ETF 0.0%
Value $17,745 Shares 1,750 Share Price $10.14 Est. Cost/Share $9.43 Unrealized @ Report Date
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $17,572 Shares 215 Share Price $81.73 Est. Cost/Share $71.60 Unrealized @ Report Date +14.1%
SCI SERVICE CORP INTL COM 0.0%
Value $17,354 Shares 503 Share Price $34.50 Est. Cost/Share $25.61 Unrealized @ Report Date +34.7%
F FORD MTR CO DEL COM 0.0%
Value $17,345 Shares 1,449 Share Price $11.97 * Est. Cost/Share $7.46 Unrealized @ Report Date +3.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $17,313 Shares 97 Share Price $178.48 Est. Cost/Share $124.79 Unrealized @ Report Date +43.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $17,120 Shares 250 Share Price $68.48 * Est. Cost/Share $30.43 Unrealized @ Report Date +12.5%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $16,891 Shares 273 Share Price $61.87 Est. Cost/Share $45.80 Unrealized @ Report Date +35.1%
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value $16,750 Shares 1,000 Share Price $16.75 Est. Cost/Share $17.40 Unrealized @ Report Date
TM TOYOTA MOTOR CORP ADS 0.0%
Value $16,684 Shares 140 Share Price $119.17 Est. Cost/Share $110.44 Unrealized @ Report Date +7.9%
UNFI UNITED NAT FOODS INC COM 0.0%
Value $16,636 Shares 400 Share Price $41.59 * Est. Cost/Share $36.92 Unrealized @ Report Date +0.8%
CW CURTISS WRIGHT CORP COM 0.0%
Value $16,308 Shares 156 Share Price $104.54 * Est. Cost/Share $66.09 Unrealized @ Report Date +52.0%
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value $16,126 Shares 1,814 Share Price $8.89 Est. Cost/Share $8.89 Unrealized @ Report Date
MGA MAGNA INTL INC COM 0.0%
Value $16,014 Shares 300 Share Price $53.38 * Est. Cost/Share $33.44 Unrealized @ Report Date +12.3%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $15,984 Shares 200 Share Price $79.92 * Est. Cost/Share $56.89 Unrealized @ Report Date +3.5%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value $15,470 Shares 1,300 Share Price $11.90 Est. Cost/Share $10.39 Unrealized @ Report Date
GXC SPDR S&P CHINA ETF 0.0%
Value $15,377 Shares 150 Share Price $102.51 Est. Cost/Share $69.79 Unrealized @ Report Date
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $15,089 Shares 165 Share Price $91.45 * Est. Cost/Share $51.77 Unrealized @ Report Date +30.5%
ES EVERSOURCE ENERGY COM 0.0%
Value $14,868 Shares 246 Share Price $60.44 * Est. Cost/Share $38.85 Unrealized @ Report Date +16.8%
ACM AECOM COM 0.0%
Value $14,724 Shares 400 Share Price $36.81 * Est. Cost/Share $26.69 Unrealized @ Report Date +18.4%
CB CHUBB LIMITED COM 0.0%
Value $14,540 Shares 102 Share Price $142.55 * Est. Cost/Share $96.06 Unrealized @ Report Date +28.7%
WELL WELLTOWER INC COM 0.0%
Value $14,056 Shares 200 Share Price $70.28 * Est. Cost/Share $44.40 Unrealized @ Report Date +17.9%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $13,737 Shares 300 Share Price $45.79 Est. Cost/Share $42.68 Unrealized @ Report Date +7.3%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value $13,570 Shares 1,000 Share Price $13.57 Est. Cost/Share $12.97 Unrealized @ Report Date
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $13,484 Shares 247 Share Price $54.59 Est. Cost/Share $54.57 Unrealized @ Report Date +0.0%
TBF PROSHARES SHORT 20 YEAR TREASURY 0.0%
Value $13,446 Shares 600 Share Price $22.41 Est. Cost/Share $22.41 Unrealized @ Report Date
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value $13,421 Shares 521 Share Price $25.76 Est. Cost/Share $13.74 Unrealized @ Report Date
ED CONSOLIDATED EDISON INC COM 0.0%
Value $13,312 Shares 165 Share Price $80.68 * Est. Cost/Share $53.22 Unrealized @ Report Date +12.6%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $13,291 Shares 100 Share Price $132.91 * Est. Cost/Share $67.25 Unrealized @ Report Date -1.2%
DUKE REALTY CORP COM NEW 0.0%
Value $12,969 Shares 450 Share Price $28.82 Est. Cost/Share $26.66 Unrealized @ Report Date
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $12,907 Shares 57 Share Price $226.44 * Est. Cost/Share $107.73 Unrealized @ Report Date +77.6%
PDS PRECISION DRILLING CORP COM NEW 0.0%
Value $12,655 Shares 4,056 Share Price $3.12 * Est. Cost/Share $71.32 Unrealized @ Report Date -18.7%
SR SPIRE INC COM 0.0%
Value $12,317 Shares 165 Share Price $74.65 Est. Cost/Share $70.75 Unrealized @ Report Date
DAR DARLING INGREDIENTS INC COM 0.0%
Value $12,264 Shares 700 Share Price $17.52 * Est. Cost/Share $13.17 Unrealized @ Report Date +28.5%
XBI SPDR S&P BIOTECH ETF 0.0%
Value $12,206 Shares 141 Share Price $86.57 Est. Cost/Share $80.17 Unrealized @ Report Date +8.0%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value $12,185 Shares 500 Share Price $24.37 * Est. Cost/Share $10.65 Unrealized @ Report Date +48.9%
ENS ENERSYS COM 0.0%
Value $12,105 Shares 175 Share Price $69.17 * Est. Cost/Share $67.19 Unrealized @ Report Date -4.8%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $12,098 Shares 76 Share Price $159.18 Est. Cost/Share $83.14 Unrealized @ Report Date +91.5%
BIGGQ BIG LOTS INC COM 0.0%
Value $11,946 Shares 223 Share Price $53.57 * Est. Cost/Share $31.07 Unrealized @ Report Date +26.4%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $11,877 Shares 185 Share Price $64.20 * Est. Cost/Share $35.23 Unrealized @ Report Date +71.2%
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value $11,830 Shares 1,000 Share Price $11.83 Est. Cost/Share $12.19 Unrealized @ Report Date
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value $11,785 Shares 350 Share Price $33.67 Est. Cost/Share $33.67 Unrealized @ Report Date
FNV FRANCO NEV CORP COM 0.0%
Value $11,622 Shares 150 Share Price $77.48 * Est. Cost/Share $48.36 Unrealized @ Report Date +46.0%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $11,540 Shares 100 Share Price $115.40 Est. Cost/Share $89.15 Unrealized @ Report Date +29.4%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value $11,244 Shares 465 Share Price $24.18 Est. Cost/Share $24.18 Unrealized @ Report Date
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $11,178 Shares 25 Share Price $447.12 Est. Cost/Share $473.21 Unrealized @ Report Date -6.0%
AVNS AVANOS MED INC COM 0.0%
Value $11,167 Shares 248 Share Price $45.03 * Est. Cost/Share $26.64 Unrealized @ Report Date +60.2%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value $10,957 Shares 850 Share Price $12.89 Est. Cost/Share $15.90 Unrealized @ Report Date
EPR EPR PPTYS COM SH BEN INT 0.0%
Value $10,810 Shares 155 Share Price $69.74 Est. Cost/Share $66.62 Unrealized @ Report Date
MKL MARKEL GROUP INC COM 0.0%
Value $10,680 Shares 10 Share Price $1068.00 Est. Cost/Share $891.63 Unrealized @ Report Date +19.8%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value $10,650 Shares 600 Share Price $17.75 Est. Cost/Share $15.53 Unrealized @ Report Date
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $10,613 Shares 130 Share Price $81.64 * Est. Cost/Share $69.85 Unrealized @ Report Date -5.9%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $10,599 Shares 405 Share Price $26.17 Est. Cost/Share $21.87 Unrealized @ Report Date +19.7%
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value $10,590 Shares 300 Share Price $35.30 * Est. Cost/Share $25.48 Unrealized @ Report Date -4.9%
PESI PERMA-FIX ENVIRONMENTAL SVCS COM NEW 0.0%
Value $10,564 Shares 2,780 Share Price $3.80 * Est. Cost/Share $3.75 Unrealized @ Report Date -2.4%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value $10,436 Shares 400 Share Price $26.09 Est. Cost/Share $29.89 Unrealized @ Report Date
INTERPUBLIC GROUP COS INC COM 0.0%
Value $10,395 Shares 500 Share Price $20.79 * Est. Cost/Share $14.88 Unrealized @ Report Date +4.8%
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 0.0%
Value $10,343 Shares 210 Share Price $49.25 Est. Cost/Share $49.25 Unrealized @ Report Date
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value $10,280 Shares 150 Share Price $68.53 Est. Cost/Share $67.24 Unrealized @ Report Date
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value $10,176 Shares 600 Share Price $16.96 Est. Cost/Share $15.00 Unrealized @ Report Date
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $10,058 Shares 105 Share Price $95.79 Est. Cost/Share $67.19 Unrealized @ Report Date +42.6%
NEUBERGER BERMAN ENERGY INFRA COM 0.0%
Value $10,051 Shares 1,058 Share Price $9.50 Est. Cost/Share $6.96 Unrealized @ Report Date
PINNACLE FINL PARTNERS INC COM 0.0%
Value $9,909 Shares 148 Share Price $66.95 Est. Cost/Share $66.95 Unrealized @ Report Date
BARRICK GOLD CORP COM 0.0%
Value $9,654 Shares 600 Share Price $16.09 Est. Cost/Share $13.58 Unrealized @ Report Date
STT STATE STR CORP COM 0.0%
Value $9,554 Shares 100 Share Price $95.54 * Est. Cost/Share $42.64 Unrealized @ Report Date +69.3%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $9,423 Shares 180 Share Price $52.35 Est. Cost/Share $44.13 Unrealized @ Report Date +18.6%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value $9,382 Shares 60 Share Price $156.37 Est. Cost/Share $156.37 Unrealized @ Report Date
VYX NCR VOYIX CORPORATION COM 0.0%
Value $9,380 Shares 250 Share Price $37.52 * Est. Cost/Share $14.34 Unrealized @ Report Date +60.4%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $9,270 Shares 375 Share Price $24.72 Est. Cost/Share $22.55 Unrealized @ Report Date
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $9,264 Shares 400 Share Price $23.16 Est. Cost/Share $22.71 Unrealized @ Report Date
FRO FRONTLINE PLC COM 0.0%
Value $9,060 Shares 1,500 Share Price $6.04 * Est. Cost/Share $4.32 Unrealized @ Report Date -20.7%
NI NISOURCE INC COM 0.0%
Value $9,008 Shares 352 Share Price $25.59 * Est. Cost/Share $15.66 Unrealized @ Report Date +28.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $8,917 Shares 100 Share Price $89.17 * Est. Cost/Share $53.57 Unrealized @ Report Date +13.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $8,865 Shares 150 Share Price $59.10 * Est. Cost/Share $23.86 Unrealized @ Report Date +23.8%
AN AUTONATION INC COM 0.0%
Value $8,733 Shares 184 Share Price $47.46 Est. Cost/Share $48.43 Unrealized @ Report Date -2.0%
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value $8,675 Shares 125 Share Price $69.40 Est. Cost/Share $69.40 Unrealized @ Report Date
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value $8,608 Shares 267 Share Price $32.24 Est. Cost/Share $33.26 Unrealized @ Report Date -3.1%
RGLD ROYAL GOLD INC COM 0.0%
Value $8,604 Shares 100 Share Price $86.04 Est. Cost/Share $40.77 Unrealized @ Report Date +112.3%
O REALTY INCOME CORP COM 0.0%
Value $8,579 Shares 150 Share Price $57.19 * Est. Cost/Share $35.05 Unrealized @ Report Date +6.5%
TRGP TARGA RES CORP COM 0.0%
Value $8,467 Shares 179 Share Price $47.30 * Est. Cost/Share $15.07 Unrealized @ Report Date +115.9%
NJR NEW JERSEY RES CORP COM 0.0%
Value $8,430 Shares 200 Share Price $42.15 * Est. Cost/Share $25.00 Unrealized @ Report Date +27.3%
SYNCHRONOSS TECHNOLOGIES INC COM NEW 0.0%
Value $8,397 Shares 900 Share Price $9.33 Est. Cost/Share $26.23 Unrealized @ Report Date
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $8,249 Shares 48 Share Price $171.85 * Est. Cost/Share $33.70 Unrealized @ Report Date +2.0%
ADVENT CONV & INCOME FD COM 0.0%
Value $8,095 Shares 500 Share Price $16.19 Est. Cost/Share $13.21 Unrealized @ Report Date
GABELLI EQUITY TR INC COM 0.0%
Value $8,015 Shares 1,233 Share Price $6.50 Est. Cost/Share $5.43 Unrealized @ Report Date
CMC MATERIALS INC COM 0.0%
Value $7,993 Shares 100 Share Price $79.93 Est. Cost/Share $79.93 Unrealized @ Report Date
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $7,782 Shares 128 Share Price $60.80 Est. Cost/Share $59.99 Unrealized @ Report Date +1.3%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value $7,776 Shares 90 Share Price $86.40 * Est. Cost/Share $28.83 Unrealized @ Report Date +105.7%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value $7,765 Shares 261 Share Price $29.75 Est. Cost/Share $28.23 Unrealized @ Report Date
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $7,758 Shares 250 Share Price $31.03 Est. Cost/Share $28.06 Unrealized @ Report Date
RMD RESMED INC COM 0.0%
Value $7,696 Shares 100 Share Price $76.96 * Est. Cost/Share $70.28 Unrealized @ Report Date +0.8%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $7,636 Shares 400 Share Price $19.09 * Est. Cost/Share $12.74 Unrealized @ Report Date +38.6%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value $7,610 Shares 100 Share Price $76.10 * Est. Cost/Share $54.33 Unrealized @ Report Date +15.5%
JBGS JBG SMITH PPTYS COM 0.0%
Value $7,560 Shares 221 Share Price $34.21 Est. Cost/Share $34.21 Unrealized @ Report Date
TRI CONTL CORP COM 0.0%
Value $7,154 Shares 280 Share Price $25.55 Est. Cost/Share $19.96 Unrealized @ Report Date
OEF ISHARES S&P 100 ETF 0.0%
Value $7,123 Shares 64 Share Price $111.30 Est. Cost/Share $99.80 Unrealized @ Report Date +11.5%
TRIP TRIPADVISOR INC COM 0.0%
Value $7,093 Shares 175 Share Price $40.53 * Est. Cost/Share $58.87 Unrealized @ Report Date -38.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $7,088 Shares 375 Share Price $18.90 * Est. Cost/Share $16.38 Unrealized @ Report Date -28.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value $7,083 Shares 35 Share Price $202.37 Est. Cost/Share $202.37 Unrealized @ Report Date
IEV ISHARES EUROPE ETF 0.0%
Value $7,031 Shares 150 Share Price $46.87 Est. Cost/Share $37.70 Unrealized @ Report Date +24.3%
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value $6,888 Shares 112 Share Price $61.50 Est. Cost/Share $56.90 Unrealized @ Report Date
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value $6,803 Shares 375 Share Price $18.14 Est. Cost/Share $15.82 Unrealized @ Report Date
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value $6,618 Shares 65 Share Price $101.82 * Est. Cost/Share $46.42 Unrealized @ Report Date +9.7%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $6,562 Shares 130 Share Price $50.48 Est. Cost/Share $40.39 Unrealized @ Report Date +25.0%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value $6,490 Shares 100 Share Price $64.90 * Est. Cost/Share $51.48 Unrealized @ Report Date +1.5%
UEIC UNIVERSAL ELECTRS INC COM 0.0%
Value $6,340 Shares 100 Share Price $63.40 Est. Cost/Share $53.29 Unrealized @ Report Date +16.9%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $6,313 Shares 422 Share Price $14.96 Est. Cost/Share $16.37 Unrealized @ Report Date
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value $6,254 Shares 150 Share Price $41.69 Est. Cost/Share $26.30 Unrealized @ Report Date
XPH SPDR S&P PHARMACEUTICALS ETF 0.0%
Value $6,212 Shares 146 Share Price $42.55 Est. Cost/Share $42.55 Unrealized @ Report Date
FIZZ NATIONAL BEVERAGE CORP COM 0.0%
Value $6,203 Shares 50 Share Price $124.06 * Est. Cost/Share $15.18 Unrealized @ Report Date +226.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $6,157 Shares 20 Share Price $307.85 * Est. Cost/Share $9.51 Unrealized @ Report Date -35.3%
IAU ISHARES GOLD TRUST 0.0%
Value $6,155 Shares 500 Share Price $12.31 * Est. Cost/Share $23.45 Unrealized @ Report Date +5.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $5,941 Shares 52 Share Price $114.25 * Est. Cost/Share $2.58 Unrealized @ Report Date +84.4%
YAMANA GOLD INC COM 0.0%
Value $5,936 Shares 2,240 Share Price $2.65 Est. Cost/Share $2.91 Unrealized @ Report Date
GEF GREIF INC CL A 0.0%
Value $5,854 Shares 100 Share Price $58.54 * Est. Cost/Share $19.29 Unrealized @ Report Date +118.6%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value $5,805 Shares 300 Share Price $19.35 Est. Cost/Share $11.65 Unrealized @ Report Date
WU WESTERN UN CO COM 0.0%
Value $5,760 Shares 300 Share Price $19.20 Est. Cost/Share $19.29 Unrealized @ Report Date
PPL PPL CORP COM 0.0%
Value $5,579 Shares 147 Share Price $37.95 * Est. Cost/Share $22.88 Unrealized @ Report Date +14.6%
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM 0.0%
Value $5,558 Shares 150 Share Price $37.05 Est. Cost/Share $20.86 Unrealized @ Report Date +80.1%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value $5,466 Shares 508 Share Price $10.76 * Est. Cost/Share $9.94 Unrealized @ Report Date -13.4%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $5,402 Shares 200 Share Price $27.01 * Est. Cost/Share $30.92 Unrealized @ Report Date -31.8%
ATI ATI INC COM 0.0%
Value $5,401 Shares 226 Share Price $23.90 * Est. Cost/Share $12.00 Unrealized @ Report Date +64.8%
EOG EOG RES INC COM 0.0%
Value $5,321 Shares 55 Share Price $96.75 * Est. Cost/Share $51.06 Unrealized @ Report Date +41.6%
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value $5,320 Shares 1,000 Share Price $5.32 Est. Cost/Share $4.74 Unrealized @ Report Date
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $5,079 Shares 145 Share Price $35.03 * Est. Cost/Share $23.36 Unrealized @ Report Date +10.3%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value $5,020 Shares 500 Share Price $10.04 Est. Cost/Share $5.84 Unrealized @ Report Date
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $4,974 Shares 117 Share Price $42.51 * Est. Cost/Share $33.11 Unrealized @ Report Date +0.5%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $4,964 Shares 80 Share Price $62.05 Est. Cost/Share $59.27 Unrealized @ Report Date
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $4,883 Shares 350 Share Price $13.95 * Est. Cost/Share $13.42 Unrealized @ Report Date -0.1%
STEELCASE INC CL A 0.0%
Value $4,620 Shares 300 Share Price $15.40 Est. Cost/Share $16.75 Unrealized @ Report Date
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $4,534 Shares 23 Share Price $197.13 * Est. Cost/Share $39.99 Unrealized @ Report Date +23.2%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $4,505 Shares 35 Share Price $128.71 * Est. Cost/Share $16.83 Unrealized @ Report Date +27.5%
HIGH INCOME SECS FD SHS BEN INT 0.0%
Value $4,465 Shares 500 Share Price $8.93 Est. Cost/Share $7.32 Unrealized @ Report Date
ITT ITT INC COM 0.0%
Value $4,427 Shares 100 Share Price $44.27 Est. Cost/Share $34.09 Unrealized @ Report Date +29.9%
WW INTL INC COM 0.0%
Value $4,355 Shares 100 Share Price $43.55 Est. Cost/Share $14.53 Unrealized @ Report Date
WWD WOODWARD INC COM 0.0%
Value $4,269 Shares 55 Share Price $77.62 * Est. Cost/Share $66.73 Unrealized @ Report Date 0.0%
INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUND 0.0%
Value $4,212 Shares 100 Share Price $42.12 Est. Cost/Share $30.97 Unrealized @ Report Date
TUR ISHARES MSCI TURKEY ETF 0.0%
Value $4,181 Shares 100 Share Price $41.81 Est. Cost/Share $37.90 Unrealized @ Report Date +10.3%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value $4,161 Shares 125 Share Price $33.29 * Est. Cost/Share $28.86 Unrealized @ Report Date +9.1%
GREAT WESTERN BANCORP INC COM 0.0%
Value $4,128 Shares 100 Share Price $41.28 Est. Cost/Share $27.27 Unrealized @ Report Date
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $4,108 Shares 250 Share Price $16.43 Est. Cost/Share $26.01 Unrealized @ Report Date -36.8%
UE URBAN EDGE PPTYS COM 0.0%
Value $4,100 Shares 170 Share Price $24.12 Est. Cost/Share $25.84 Unrealized @ Report Date
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $4,076 Shares 72 Share Price $56.61 Est. Cost/Share $46.05 Unrealized @ Report Date +22.9%
CRM SALESFORCE INC COM 0.0%
Value $3,924 Shares 42 Share Price $93.43 Est. Cost/Share $78.93 Unrealized @ Report Date +16.9%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value $3,816 Shares 109 Share Price $35.01 Est. Cost/Share $29.69 Unrealized @ Report Date
UA UNDER ARMOUR INC CL C 0.0%
Value $3,815 Shares 254 Share Price $15.02 Est. Cost/Share $24.47 Unrealized @ Report Date -38.6%
AGO ASSURED GUARANTY LTD COM 0.0%
Value $3,775 Shares 100 Share Price $37.75 Est. Cost/Share $20.75 Unrealized @ Report Date +78.7%
PGX INVESCO PREFERRED ETF 0.0%
Value $3,758 Shares 250 Share Price $15.03 Est. Cost/Share $15.29 Unrealized @ Report Date -1.7%
DTE DTE ENERGY CO COM 0.0%
Value $3,650 Shares 34 Share Price $107.35 * Est. Cost/Share $51.98 Unrealized @ Report Date +33.6%
BLD TOPBUILD CORP COM 0.0%
Value $3,584 Shares 55 Share Price $65.16 Est. Cost/Share $27.04 Unrealized @ Report Date +141.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $3,406 Shares 105 Share Price $32.44 Est. Cost/Share $29.59 Unrealized @ Report Date +9.7%
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value $3,350 Shares 80 Share Price $41.88 Est. Cost/Share $30.88 Unrealized @ Report Date
SANM SANMINA CORPORATION COM 0.0%
Value $3,344 Shares 90 Share Price $37.16 Est. Cost/Share $20.09 Unrealized @ Report Date +85.8%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value $3,295 Shares 500 Share Price $6.59 Est. Cost/Share $4.91 Unrealized @ Report Date
WPP WPP PLC NEW ADR 0.0%
Value $3,248 Shares 35 Share Price $92.80 Est. Cost/Share $104.52 Unrealized @ Report Date
DISCOVER FINL SVCS COM 0.0%
Value $3,224 Shares 50 Share Price $64.48 Est. Cost/Share $69.07 Unrealized @ Report Date
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value $3,074 Shares 50 Share Price $61.48 * Est. Cost/Share $41.65 Unrealized @ Report Date +12.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $3,053 Shares 34 Share Price $89.79 * Est. Cost/Share $29.93 Unrealized @ Report Date +28.8%
EWC ISHARES MSCI CANADA ETF 0.0%
Value $2,894 Shares 100 Share Price $28.94 Est. Cost/Share $23.71 Unrealized @ Report Date
NG NOVAGOLD RES INC COM NEW 0.0%
Value $2,884 Shares 700 Share Price $4.12 * Est. Cost/Share $4.60 Unrealized @ Report Date -6.1%
RGNX REGENXBIO INC COM 0.0%
Value $2,801 Shares 85 Share Price $32.95 * Est. Cost/Share $22.51 Unrealized @ Report Date 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value $2,794 Shares 15 Share Price $186.27 Est. Cost/Share $171.20 Unrealized @ Report Date +8.8%
DNP SELECT INCOME FD INC COM 0.0%
Value $2,594 Shares 226 Share Price $11.48 Est. Cost/Share $10.00 Unrealized @ Report Date
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $2,591 Shares 50 Share Price $51.82 * Est. Cost/Share $13.68 Unrealized @ Report Date +26.2%
ADI ANALOG DEVICES INC COM 0.0%
Value $2,585 Shares 30 Share Price $86.17 * Est. Cost/Share $68.91 Unrealized @ Report Date +7.3%
MUSA MURPHY USA INC COM 0.0%
Value $2,553 Shares 37 Share Price $69.00 * Est. Cost/Share $59.82 Unrealized @ Report Date +12.1%
RYAM RAYONIER ADVANCED MATLS INC COM 0.0%
Value $2,398 Shares 175 Share Price $13.70 * Est. Cost/Share $7.89 Unrealized @ Report Date +80.7%
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value $2,320 Shares 40,000 Share Price $0.06 Est. Cost/Share $0.15 Unrealized @ Report Date
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $2,285 Shares 50 Share Price $45.70 * Est. Cost/Share $28.60 Unrealized @ Report Date +33.6%
GPRO GOPRO INC CL A 0.0%
Value $2,202 Shares 200 Share Price $11.01 * Est. Cost/Share $12.40 Unrealized @ Report Date -24.5%
EGO ELDORADO GOLD CORP NEW COM 0.0%
Value $2,200 Shares 1,000 Share Price $2.20 * Est. Cost/Share $14.39 Unrealized @ Report Date -24.2%
KANSAS CITY SOUTHERN COM NEW 0.0%
Value $2,174 Shares 20 Share Price $108.70 Est. Cost/Share $85.75 Unrealized @ Report Date
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value $2,113 Shares 35 Share Price $60.37 Est. Cost/Share $62.27 Unrealized @ Report Date
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value $2,022 Shares 300 Share Price $6.74 Est. Cost/Share $6.74 Unrealized @ Report Date
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $2,017 Shares 50 Share Price $40.34 Est. Cost/Share $38.38 Unrealized @ Report Date +5.1%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $2,011 Shares 80 Share Price $25.14 Est. Cost/Share $24.98 Unrealized @ Report Date
NWL NEWELL BRANDS INC COM 0.0%
Value $1,963 Shares 46 Share Price $42.67 * Est. Cost/Share $32.19 Unrealized @ Report Date +3.9%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $1,915 Shares 100 Share Price $19.15 * Est. Cost/Share $9.15 Unrealized @ Report Date +55.2%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $1,906 Shares 20 Share Price $95.30 * Est. Cost/Share $47.06 Unrealized @ Report Date +91.5%
QURATE RETAIL INC COM SER A 0.0%
Value $1,886 Shares 80 Share Price $23.57 Est. Cost/Share $25.25 Unrealized @ Report Date
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value $1,676 Shares 40 Share Price $41.90 Est. Cost/Share $31.35 Unrealized @ Report Date
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $1,645 Shares 27 Share Price $60.93 * Est. Cost/Share $9.13 Unrealized @ Report Date +11.2%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value $1,339 Shares 100 Share Price $13.39 * Est. Cost/Share $14.64 Unrealized @ Report Date 0.0%
ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX-TOTAL RETURN ETN 0.0%
Value $1,275 Shares 250 Share Price $5.10 Est. Cost/Share $5.10 Unrealized @ Report Date
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $1,209 Shares 30 Share Price $40.30 * Est. Cost/Share $25.40 Unrealized @ Report Date +31.6%
VOXELJET AG ADS 0.0%
Value $1,084 Shares 200 Share Price $5.42 Est. Cost/Share $5.42 Unrealized @ Report Date
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $1,065 Shares 184 Share Price $5.79 Est. Cost/Share $5.38 Unrealized @ Report Date +7.6%
KGC KINROSS GOLD CORP COM 0.0%
Value $1,060 Shares 250 Share Price $4.24 Est. Cost/Share $2.48 Unrealized @ Report Date +70.8%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $942 Shares 10 Share Price $94.20 * Est. Cost/Share $47.26 Unrealized @ Report Date +89.1%
IPI INTREPID POTASH INC COM 0.0%
Value $872 Shares 200 Share Price $4.36 * Est. Cost/Share $18.05 Unrealized @ Report Date +86.9%
MAT MATTEL INC COM 0.0%
Value $851 Shares 55 Share Price $15.47 Est. Cost/Share $30.38 Unrealized @ Report Date -49.0%
BSET BASSETT FURNITURE INDS INC COM 0.0%
Value $829 Shares 22 Share Price $37.68 * Est. Cost/Share $19.01 Unrealized @ Report Date +29.1%
UAA UNDER ARMOUR INC CL A 0.0%
Value $824 Shares 50 Share Price $16.48 * Est. Cost/Share $39.97 Unrealized @ Report Date -54.1%
ASIX ADVANSIX INC COM 0.0%
Value $795 Shares 20 Share Price $39.75 * Est. Cost/Share $16.41 Unrealized @ Report Date +88.9%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $762 Shares 20 Share Price $38.10 Est. Cost/Share $38.09 Unrealized @ Report Date
RITE AID CORP COM 0.0%
Value $588 Shares 300 Share Price $1.96 Est. Cost/Share $8.15 Unrealized @ Report Date
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $515 Shares 11 Share Price $46.82 * Est. Cost/Share $15.29 Unrealized @ Report Date +2.0%
VVX V2X INC COM 0.0%
Value $493 Shares 16 Share Price $30.81 Est. Cost/Share $19.83 Unrealized @ Report Date +56.2%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $450 Shares 8 Share Price $56.25 * Est. Cost/Share $38.60 Unrealized @ Report Date +36.0%
ORGANOVO HLDGS INC COM NEW 0.0%
Value $444 Shares 200 Share Price $2.22 Est. Cost/Share $2.22 Unrealized @ Report Date
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $431 Shares 8 Share Price $53.88 * Est. Cost/Share $27.08 Unrealized @ Report Date -0.4%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $365 Shares 10 Share Price $36.50 Est. Cost/Share $38.63 Unrealized @ Report Date
SMITH MICRO SOFTWARE INC COM NEW 0.0%
Value $280 Shares 250 Share Price $1.12 Est. Cost/Share $0.59 Unrealized @ Report Date
NAVISTAR INTL CORP NEW COM 0.0%
Value $264 Shares 6 Share Price $44.00 Est. Cost/Share $12.50 Unrealized @ Report Date
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value $202 Shares 8 Share Price $25.25 Est. Cost/Share $14.91 Unrealized @ Report Date +69.5%
ENFY CHINA GREEN AGRICULTURE INC COM NEW 0.0%
Value $185 Shares 150 Share Price $1.23 * Est. Cost/Share $14.93 Unrealized @ Report Date 0.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $173 Shares 29 Share Price $5.97 Est. Cost/Share $4.72 Unrealized @ Report Date +26.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value $128 Shares 5 Share Price $25.60 * Est. Cost/Share $9.31 Unrealized @ Report Date +127.4%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $101 Shares 4 Share Price $25.25 Est. Cost/Share $15.38 Unrealized @ Report Date +65.0%
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value $99 Shares 8 Share Price $12.38 Est. Cost/Share $22.13 Unrealized @ Report Date