Anchor Investment Management, LLC Diversified Active

Location: Columbia, SC

CIK: 0001634149 · Show all filings

Period: Q1 2016 (Next →)

Filing Date: Jan 3, 2024

Total Value: $244M (100.0% shares, 0.0% debt)

Holdings (641)

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 4.0%
Value $9.8M Shares 122,459 Share Price $80.03 Est. Cost/Share $79.15 Unrealized @ Report Date +1.1%
V VISA INC COM CL A 2.9%
Value $7.174M Shares 93,796 Share Price $76.48 * Est. Cost/Share $67.81 Unrealized @ Report Date +5.4%
XOM EXXON MOBIL CORP COM 2.4%
Value $5.955M Shares 71,240 Share Price $83.59 * Est. Cost/Share $51.96 Unrealized @ Report Date +4.7%
T AT&T INC COM 2.2%
Value $5.376M Shares 137,255 Share Price $39.17 * Est. Cost/Share $13.84 Unrealized @ Report Date +6.9%
GE GENERAL ELECTRIC CO COM NEW 2.1%
Value $5.123M Shares 161,163 Share Price $31.79 * Est. Cost/Share $125.21 Unrealized @ Report Date +8.4%
VZ VERIZON COMMUNICATIONS INC COM 1.9%
Value $4.621M Shares 85,456 Share Price $54.08 * Est. Cost/Share $30.04 Unrealized @ Report Date +8.2%
JNJ JOHNSON & JOHNSON COM 1.7%
Value $4.179M Shares 38,620 Share Price $108.20 * Est. Cost/Share $78.77 Unrealized @ Report Date +4.9%
MSFT MICROSOFT CORP COM 1.7%
Value $4.038M Shares 73,106 Share Price $55.23 * Est. Cost/Share $46.08 Unrealized @ Report Date +5.7%
DUK DUKE ENERGY CORP NEW COM NEW 1.5%
Value $3.708M Shares 45,955 Share Price $80.68 * Est. Cost/Share $50.48 Unrealized @ Report Date +7.1%
CVS CVS HEALTH CORP COM 1.5%
Value $3.549M Shares 34,209 Share Price $103.73 * Est. Cost/Share $72.40 Unrealized @ Report Date +6.8%
DIS DISNEY WALT CO COM 1.4%
Value $3.364M Shares 33,874 Share Price $99.31 * Est. Cost/Share $88.98 Unrealized @ Report Date +2.9%
KO COCA COLA CO COM 1.3%
Value $3.066M Shares 66,089 Share Price $46.39 * Est. Cost/Share $31.84 Unrealized @ Report Date +7.2%
INTC INTEL CORP COM 1.2%
Value $2.993M Shares 92,507 Share Price $32.35 * Est. Cost/Share $24.39 Unrealized @ Report Date +5.8%
FDX FEDEX CORP COM 1.1%
Value $2.803M Shares 17,227 Share Price $162.72 * Est. Cost/Share $119.20 Unrealized @ Report Date +17.1%
SO SOUTHERN CO COM 1.1%
Value $2.776M Shares 53,668 Share Price $51.73 * Est. Cost/Share $32.22 Unrealized @ Report Date +6.7%
WM WASTE MGMT INC DEL COM 1.1%
Value $2.695M Shares 45,675 Share Price $59.00 * Est. Cost/Share $45.95 Unrealized @ Report Date +7.4%
PEP PEPSICO INC COM 1.1%
Value $2.607M Shares 25,443 Share Price $102.48 * Est. Cost/Share $73.27 Unrealized @ Report Date +4.2%
PM PHILIP MORRIS INTL INC COM 1.0%
Value $2.549M Shares 25,984 Share Price $98.11 * Est. Cost/Share $55.87 Unrealized @ Report Date +8.0%
AAPL APPLE INC COM 1.0%
Value $2.523M Shares 23,150 Share Price $108.99 * Est. Cost/Share $22.55 Unrealized @ Report Date +9.6%
HD HOME DEPOT INC COM 1.0%
Value $2.516M Shares 18,859 Share Price $133.43 * Est. Cost/Share $98.37 Unrealized @ Report Date +7.5%
ABBV ABBVIE INC COM 1.0%
Value $2.51M Shares 43,936 Share Price $57.12 * Est. Cost/Share $37.12 Unrealized @ Report Date +2.6%
UNP UNION PAC CORP COM 1.0%
Value $2.418M Shares 30,400 Share Price $79.55 * Est. Cost/Share $61.97 Unrealized @ Report Date +3.3%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value $2.363M Shares 22,409 Share Price $105.47 * Est. Cost/Share $67.69 Unrealized @ Report Date +8.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value $2.341M Shares 16,501 Share Price $141.88 Est. Cost/Share $132.58 Unrealized @ Report Date +7.0%
PFE PFIZER INC COM 0.9%
Value $2.245M Shares 75,753 Share Price $29.64 * Est. Cost/Share $18.68 Unrealized @ Report Date -1.2%
SON SONOCO PRODS CO COM 0.9%
Value $2.24M Shares 46,123 Share Price $48.57 * Est. Cost/Share $30.54 Unrealized @ Report Date +14.7%
PG PROCTER AND GAMBLE CO COM 0.9%
Value $2.152M Shares 26,140 Share Price $82.31 * Est. Cost/Share $61.64 Unrealized @ Report Date +2.3%
ABT ABBOTT LABS COM 0.9%
Value $2.133M Shares 50,993 Share Price $41.83 * Est. Cost/Share $33.00 Unrealized @ Report Date +5.7%
CSCO CISCO SYS INC COM 0.8%
Value $2.005M Shares 70,437 Share Price $28.47 * Est. Cost/Share $18.95 Unrealized @ Report Date +10.7%
WFC WELLS FARGO CO NEW COM 0.8%
Value $2.002M Shares 41,388 Share Price $48.36 * Est. Cost/Share $37.11 Unrealized @ Report Date -1.0%
MET METLIFE INC COM 0.8%
Value $1.98M Shares 45,059 Share Price $43.94 * Est. Cost/Share $26.74 Unrealized @ Report Date +5.1%
FISV FISERV INC COM 0.8%
Value $1.947M Shares 18,980 Share Price $102.58 * Est. Cost/Share $47.42 Unrealized @ Report Date +8.2%
MRK MERCK & CO INC COM 0.8%
Value $1.93M Shares 36,481 Share Price $52.91 * Est. Cost/Share $36.03 Unrealized @ Report Date +3.8%
SLB SCHLUMBERGER LTD COM STK 0.8%
Value $1.894M Shares 25,677 Share Price $73.75 * Est. Cost/Share $53.13 Unrealized @ Report Date +5.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.7%
Value $1.825M Shares 22,637 Share Price $80.63 Est. Cost/Share $80.16 Unrealized @ Report Date +0.6%
L LOEWS CORP COM 0.7%
Value $1.733M Shares 45,300 Share Price $38.26 * Est. Cost/Share $35.14 Unrealized @ Report Date +4.1%
GLW CORNING INC COM 0.7%
Value $1.718M Shares 82,250 Share Price $20.89 * Est. Cost/Share $14.25 Unrealized @ Report Date +13.1%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.7%
Value $1.668M Shares 19,335 Share Price $86.27 Est. Cost/Share $84.75 Unrealized @ Report Date +1.8%
CMCSA COMCAST CORP NEW CL A 0.7%
Value $1.662M Shares 27,209 Share Price $61.08 * Est. Cost/Share $22.75 Unrealized @ Report Date +6.4%
MDT MEDTRONIC PLC SHS 0.7%
Value $1.652M Shares 22,028 Share Price $75.00 * Est. Cost/Share $58.89 Unrealized @ Report Date +0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.7%
Value $1.631M Shares 30,474 Share Price $53.51 Est. Cost/Share $58.67 Unrealized @ Report Date -8.8%
BKNG BOOKING HOLDINGS INC COM 0.7%
Value $1.598M Shares 1,240 Share Price $1288.96 Est. Cost/Share $1177.98 Unrealized @ Report Date +7.7%
LOW LOWES COS INC COM 0.6%
Value $1.574M Shares 20,778 Share Price $75.75 * Est. Cost/Share $58.89 Unrealized @ Report Date +7.4%
CVX CHEVRON CORP NEW COM 0.6%
Value $1.552M Shares 16,272 Share Price $95.40 * Est. Cost/Share $57.42 Unrealized @ Report Date +9.7%
SBUX STARBUCKS CORP COM 0.6%
Value $1.52M Shares 25,459 Share Price $59.70 * Est. Cost/Share $47.41 Unrealized @ Report Date +2.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value $1.516M Shares 10,011 Share Price $151.45 * Est. Cost/Share $84.07 Unrealized @ Report Date +13.8%
UNM UNUM GROUP COM 0.6%
Value $1.509M Shares 48,811 Share Price $30.92 Est. Cost/Share $29.34 Unrealized @ Report Date +5.4%
TSCO TRACTOR SUPPLY CO COM 0.6%
Value $1.506M Shares 16,653 Share Price $90.46 * Est. Cost/Share $14.72 Unrealized @ Report Date +5.8%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value $1.448M Shares 1,944 Share Price $744.95 * Est. Cost/Share $35.55 Unrealized @ Report Date +4.0%
BAC BANK AMERICA CORP COM 0.6%
Value $1.426M Shares 105,486 Share Price $13.52 * Est. Cost/Share $10.86 Unrealized @ Report Date +0.4%
MO ALTRIA GROUP INC COM 0.6%
Value $1.425M Shares 22,734 Share Price $62.66 * Est. Cost/Share $31.08 Unrealized @ Report Date +4.3%
NSC NORFOLK SOUTHN CORP COM 0.6%
Value $1.395M Shares 16,760 Share Price $83.25 * Est. Cost/Share $61.54 Unrealized @ Report Date +10.5%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.5%
Value $1.328M Shares 41,422 Share Price $32.05 Est. Cost/Share $31.14 Unrealized @ Report Date +2.9%
ORCL ORACLE CORP COM 0.5%
Value $1.32M Shares 32,273 Share Price $40.91 * Est. Cost/Share $31.95 Unrealized @ Report Date +10.5%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value $1.303M Shares 10,110 Share Price $128.90 * Est. Cost/Share $100.90 Unrealized @ Report Date +9.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value $1.295M Shares 14,440 Share Price $89.71 * Est. Cost/Share $67.69 Unrealized @ Report Date +7.5%
MDLZ MONDELEZ INTL INC CL A 0.5%
Value $1.284M Shares 32,003 Share Price $40.12 * Est. Cost/Share $32.41 Unrealized @ Report Date -1.1%
BA BOEING CO COM 0.5%
Value $1.271M Shares 10,013 Share Price $126.94 * Est. Cost/Share $111.87 Unrealized @ Report Date +2.7%
WALGREENS BOOTS ALLIANCE INC COM 0.5%
Value $1.262M Shares 14,980 Share Price $84.24 Est. Cost/Share $84.24 Unrealized @ Report Date
RTX RTX CORPORATION COM 0.5%
Value $1.254M Shares 12,525 Share Price $100.10 * Est. Cost/Share $45.94 Unrealized @ Report Date +9.0%
SYK STRYKER CORPORATION COM 0.5%
Value $1.185M Shares 11,046 Share Price $107.29 * Est. Cost/Share $88.14 Unrealized @ Report Date +9.2%
CL COLGATE PALMOLIVE CO COM 0.5%
Value $1.184M Shares 16,753 Share Price $70.65 * Est. Cost/Share $52.87 Unrealized @ Report Date +6.3%
CSX CSX CORP COM 0.5%
Value $1.183M Shares 45,945 Share Price $25.75 * Est. Cost/Share $7.01 Unrealized @ Report Date +6.3%
WY WEYERHAEUSER CO MTN BE COM NEW 0.5%
Value $1.169M Shares 37,745 Share Price $30.98 * Est. Cost/Share $18.15 Unrealized @ Report Date +16.9%
KMI KINDER MORGAN INC DEL COM 0.5%
Value $1.142M Shares 63,961 Share Price $17.86 * Est. Cost/Share $9.95 Unrealized @ Report Date +9.4%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.5%
Value $1.126M Shares 4,486 Share Price $251.07 * Est. Cost/Share $232.02 Unrealized @ Report Date +4.6%
AFL AFLAC INC COM 0.4%
Value $1.099M Shares 17,412 Share Price $63.14 * Est. Cost/Share $23.58 Unrealized @ Report Date +6.6%
RSG REPUBLIC SVCS INC COM 0.4%
Value $1.084M Shares 22,745 Share Price $47.65 * Est. Cost/Share $38.36 Unrealized @ Report Date +5.6%
JPM JPMORGAN CHASE & CO COM 0.4%
Value $1.08M Shares 18,242 Share Price $59.22 * Est. Cost/Share $44.86 Unrealized @ Report Date +1.4%
SONY SONY GROUP CORP SPONSORED ADR 0.4%
Value $1.074M Shares 41,750 Share Price $25.72 Est. Cost/Share $22.93 Unrealized @ Report Date +12.2%
BK BANK NEW YORK MELLON CORP COM 0.4%
Value $1.066M Shares 28,942 Share Price $36.83 * Est. Cost/Share $28.16 Unrealized @ Report Date +1.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value $1.017M Shares 7,180 Share Price $141.59 * Est. Cost/Share $130.26 Unrealized @ Report Date +5.7%
ATO ATMOS ENERGY CORP COM 0.4%
Value $1.006M Shares 13,546 Share Price $74.26 * Est. Cost/Share $54.32 Unrealized @ Report Date +8.5%
UNILEVER PLC SPON ADR NEW 0.4%
Value $1.004M Shares 22,227 Share Price $45.18 Est. Cost/Share $45.18 Unrealized @ Report Date
AXP AMERICAN EXPRESS CO COM 0.4%
Value $996K Shares 16,227 Share Price $61.40 * Est. Cost/Share $50.49 Unrealized @ Report Date +5.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.4%
Value $926K Shares 11,890 Share Price $77.90 * Est. Cost/Share $55.21 Unrealized @ Report Date +15.1%
ADBE ADOBE INC COM 0.4%
Value $887K Shares 9,461 Share Price $93.80 Est. Cost/Share $86.68 Unrealized @ Report Date +8.2%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.4%
Value $881K Shares 83,367 Share Price $10.57 Est. Cost/Share $10.57 Unrealized @ Report Date
NEE NEXTERA ENERGY INC COM 0.3%
Value $847K Shares 7,155 Share Price $118.34 * Est. Cost/Share $21.80 Unrealized @ Report Date +5.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value $840K Shares 3,070 Share Price $273.66 * Est. Cost/Share $17.08 Unrealized @ Report Date +6.8%
HUM HUMANA INC COM 0.3%
Value $835K Shares 4,565 Share Price $182.95 * Est. Cost/Share $160.08 Unrealized @ Report Date +5.6%
TFC TRUIST FINL CORP COM 0.3%
Value $828K Shares 24,896 Share Price $33.27 * Est. Cost/Share $22.35 Unrealized @ Report Date +0.5%
BAX BAXTER INTL INC COM 0.3%
Value $824K Shares 20,061 Share Price $41.08 * Est. Cost/Share $32.47 Unrealized @ Report Date +8.0%
AAP ADVANCE AUTO PARTS INC COM 0.3%
Value $813K Shares 5,071 Share Price $160.34 * Est. Cost/Share $131.68 Unrealized @ Report Date +6.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.3%
Value $788K Shares 7,820 Share Price $100.78 Est. Cost/Share $100.64 Unrealized @ Report Date +0.1%
LLY ELI LILLY & CO COM 0.3%
Value $771K Shares 10,706 Share Price $72.01 * Est. Cost/Share $63.98 Unrealized @ Report Date -4.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.3%
Value $763K Shares 12,170 Share Price $62.70 * Est. Cost/Share $51.54 Unrealized @ Report Date +7.8%
SNY SANOFI SPONSORED ADR 0.3%
Value $729K Shares 18,151 Share Price $40.16 Est. Cost/Share $40.18 Unrealized @ Report Date -0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.3%
Value $724K Shares 8,334 Share Price $86.93 Est. Cost/Share $84.86 Unrealized @ Report Date +2.4%
COP CONOCOPHILLIPS COM 0.3%
Value $722K Shares 17,934 Share Price $40.27 * Est. Cost/Share $28.10 Unrealized @ Report Date +6.3%
D DOMINION ENERGY INC COM 0.3%
Value $720K Shares 9,581 Share Price $75.12 * Est. Cost/Share $46.10 Unrealized @ Report Date +6.9%
SHELL PLC SPON ADR B 0.3%
Value $717K Shares 14,583 Share Price $49.19 Est. Cost/Share $49.19 Unrealized @ Report Date
TGT TARGET CORP COM 0.3%
Value $709K Shares 8,615 Share Price $82.28 * Est. Cost/Share $56.38 Unrealized @ Report Date +9.4%
AMGN AMGEN INC COM 0.3%
Value $704K Shares 4,693 Share Price $149.93 * Est. Cost/Share $110.79 Unrealized @ Report Date +1.2%
QCOM QUALCOMM INC COM 0.3%
Value $701K Shares 13,700 Share Price $51.14 * Est. Cost/Share $36.92 Unrealized @ Report Date +5.5%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.3%
Value $689K Shares 13,581 Share Price $50.74 * Est. Cost/Share $26.32 Unrealized @ Report Date +5.7%
GILD GILEAD SCIENCES INC COM 0.3%
Value $660K Shares 7,188 Share Price $91.86 * Est. Cost/Share $63.47 Unrealized @ Report Date +2.2%
GSK GSK PLC SPONSORED ADR 0.3%
Value $656K Shares 16,180 Share Price $40.55 Est. Cost/Share $39.08 Unrealized @ Report Date +1.8%
FLR FLUOR CORP NEW COM 0.3%
Value $652K Shares 12,150 Share Price $53.70 * Est. Cost/Share $42.95 Unrealized @ Report Date 0.0%
ECL ECOLAB INC COM 0.3%
Value $642K Shares 5,760 Share Price $111.52 * Est. Cost/Share $95.34 Unrealized @ Report Date +5.2%
COR CENCORA INC COM 0.3%
Value $635K Shares 7,340 Share Price $86.55 * Est. Cost/Share $66.24 Unrealized @ Report Date -2.7%
DHR DANAHER CORPORATION COM 0.3%
Value $624K Shares 6,579 Share Price $94.86 * Est. Cost/Share $36.46 Unrealized @ Report Date +7.1%
IMKTA INGLES MKTS INC CL A 0.2%
Value $609K Shares 16,250 Share Price $37.50 * Est. Cost/Share $31.17 Unrealized @ Report Date +4.8%
EFC ELLINGTON FINANCIAL INC COM 0.2%
Value $606K Shares 34,800 Share Price $17.42 Est. Cost/Share $17.42 Unrealized @ Report Date
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value $594K Shares 778 Share Price $762.90 * Est. Cost/Share $36.54 Unrealized @ Report Date +3.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.2%
Value $585K Shares 1,242 Share Price $470.97 * Est. Cost/Share $9.51 Unrealized @ Report Date -1.0%
DE DEERE & CO COM 0.2%
Value $581K Shares 7,548 Share Price $76.99 * Est. Cost/Share $66.30 Unrealized @ Report Date -0.9%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value $580K Shares 5,307 Share Price $109.20 Est. Cost/Share $103.85 Unrealized @ Report Date +5.2%
ACM AECOM COM 0.2%
Value $576K Shares 18,700 Share Price $30.79 * Est. Cost/Share $26.69 Unrealized @ Report Date 0.0%
EMN EASTMAN CHEM CO COM 0.2%
Value $574K Shares 7,946 Share Price $72.23 * Est. Cost/Share $47.44 Unrealized @ Report Date +10.8%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value $562K Shares 7,761 Share Price $72.44 Est. Cost/Share $75.92 Unrealized @ Report Date -4.6%
TENNECO INC CL A VTG COM STK 0.2%
Value $551K Shares 10,700 Share Price $51.51 Est. Cost/Share $51.51 Unrealized @ Report Date
C CITIGROUP INC COM NEW 0.2%
Value $533K Shares 12,778 Share Price $41.75 * Est. Cost/Share $31.24 Unrealized @ Report Date -0.1%
MA MASTERCARD INCORPORATED CL A 0.2%
Value $503K Shares 5,320 Share Price $94.50 * Est. Cost/Share $83.42 Unrealized @ Report Date +6.9%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value $496K Shares 2,414 Share Price $205.52 Est. Cost/Share $195.13 Unrealized @ Report Date +5.3%
UFI UNIFI INC COM NEW 0.2%
Value $496K Shares 21,655 Share Price $22.91 * Est. Cost/Share $23.74 Unrealized @ Report Date 0.0%
KR KROGER CO COM 0.2%
Value $495K Shares 12,950 Share Price $38.25 * Est. Cost/Share $31.60 Unrealized @ Report Date -0.8%
DOC HEALTHPEAK PROPERTIES INC COM 0.2%
Value $495K Shares 15,189 Share Price $32.58 * Est. Cost/Share $17.84 Unrealized @ Report Date -0.5%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value $489K Shares 3,113 Share Price $156.98 * Est. Cost/Share $126.24 Unrealized @ Report Date +1.8%
XRAY DENTSPLY SIRONA INC COM 0.2%
Value $487K Shares 7,909 Share Price $61.63 Est. Cost/Share $58.93 Unrealized @ Report Date +4.6%
META META PLATFORMS INC CL A 0.2%
Value $474K Shares 4,153 Share Price $114.10 Est. Cost/Share $104.78 Unrealized @ Report Date +8.1%
GM GENERAL MTRS CO COM 0.2%
Value $470K Shares 14,965 Share Price $31.43 * Est. Cost/Share $24.28 Unrealized @ Report Date +5.4%
FCCO FIRST CMNTY CORP S C COM 0.2%
Value $468K Shares 32,469 Share Price $14.42 * Est. Cost/Share $10.66 Unrealized @ Report Date +5.9%
CCK CROWN HLDGS INC COM 0.2%
Value $457K Shares 9,225 Share Price $49.59 * Est. Cost/Share $44.60 Unrealized @ Report Date +5.7%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value $454K Shares 3,378 Share Price $134.50 * Est. Cost/Share $92.77 Unrealized @ Report Date +3.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value $450K Shares 18,276 Share Price $24.62 Est. Cost/Share $24.62 Unrealized @ Report Date
PSX PHILLIPS 66 COM 0.2%
Value $449K Shares 5,182 Share Price $86.59 * Est. Cost/Share $56.03 Unrealized @ Report Date +6.9%
COST COSTCO WHSL CORP NEW COM 0.2%
Value $447K Shares 2,834 Share Price $157.58 * Est. Cost/Share $127.74 Unrealized @ Report Date +4.1%
NUE NUCOR CORP COM 0.2%
Value $443K Shares 9,360 Share Price $47.30 * Est. Cost/Share $32.43 Unrealized @ Report Date +17.1%
TE CONNECTIVITY LTD SHS 0.2%
Value $442K Shares 7,132 Share Price $61.92 Est. Cost/Share $61.92 Unrealized @ Report Date
TXN TEXAS INSTRS INC COM 0.2%
Value $442K Shares 7,690 Share Price $57.42 * Est. Cost/Share $40.51 Unrealized @ Report Date +8.4%
R RYDER SYS INC COM 0.2%
Value $438K Shares 6,760 Share Price $64.78 * Est. Cost/Share $56.82 Unrealized @ Report Date 0.0%
CMI CUMMINS INC COM 0.2%
Value $435K Shares 3,960 Share Price $109.94 * Est. Cost/Share $74.19 Unrealized @ Report Date +14.2%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.2%
Value $424K Shares 14,861 Share Price $28.55 Est. Cost/Share $28.55 Unrealized @ Report Date
CLX CLOROX CO DEL COM 0.2%
Value $424K Shares 3,365 Share Price $126.06 * Est. Cost/Share $96.11 Unrealized @ Report Date -0.7%
LABORATORY CORP AMER HLDGS COM NEW 0.2%
Value $422K Shares 3,600 Share Price $117.13 Est. Cost/Share $117.13 Unrealized @ Report Date
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value $416K Shares 3,770 Share Price $110.34 Est. Cost/Share $109.07 Unrealized @ Report Date +1.2%
HOG HARLEY DAVIDSON INC COM 0.2%
Value $411K Shares 8,011 Share Price $51.33 Est. Cost/Share $43.64 Unrealized @ Report Date +17.6%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.2%
Value $408K Shares 14,077 Share Price $28.99 Est. Cost/Share $27.52 Unrealized @ Report Date +5.3%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value $407K Shares 2,055 Share Price $197.90 * Est. Cost/Share $161.05 Unrealized @ Report Date +5.0%
EXPE EXPEDIA GROUP INC COM NEW 0.2%
Value $406K Shares 3,764 Share Price $107.82 * Est. Cost/Share $101.36 Unrealized @ Report Date +1.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value $406K Shares 11,731 Share Price $34.58 Est. Cost/Share $31.36 Unrealized @ Report Date +10.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value $406K Shares 6,350 Share Price $63.88 * Est. Cost/Share $44.80 Unrealized @ Report Date +1.9%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.2%
Value $397K Shares 16,930 Share Price $23.43 Est. Cost/Share $23.43 Unrealized @ Report Date
NVO NOVO-NORDISK A S ADR 0.2%
Value $386K Shares 7,125 Share Price $54.19 Est. Cost/Share $53.58 Unrealized @ Report Date +1.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value $384K Shares 14,675 Share Price $26.20 Est. Cost/Share $23.40 Unrealized @ Report Date +12.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.2%
Value $383K Shares 11,005 Share Price $34.79 * Est. Cost/Share $9.61 Unrealized @ Report Date +13.7%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $378K Shares 1,705 Share Price $221.50 * Est. Cost/Share $165.21 Unrealized @ Report Date +3.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value $372K Shares 3,220 Share Price $115.40 * Est. Cost/Share $87.70 Unrealized @ Report Date +12.4%
PAYX PAYCHEX INC COM 0.2%
Value $370K Shares 6,856 Share Price $54.01 * Est. Cost/Share $37.48 Unrealized @ Report Date +7.5%
EFA ISHARES MSCI EAFE ETF 0.2%
Value $368K Shares 6,438 Share Price $57.16 Est. Cost/Share $55.11 Unrealized @ Report Date +3.7%
MCK MCKESSON CORP COM 0.1%
Value $360K Shares 2,292 Share Price $157.25 * Est. Cost/Share $149.58 Unrealized @ Report Date -2.6%
PYPL PAYPAL HLDGS INC COM 0.1%
Value $357K Shares 9,250 Share Price $38.60 Est. Cost/Share $36.05 Unrealized @ Report Date +6.8%
SNPS SYNOPSYS INC COM 0.1%
Value $352K Shares 7,274 Share Price $48.44 Est. Cost/Share $44.13 Unrealized @ Report Date +9.8%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value $351K Shares 2,200 Share Price $159.51 * Est. Cost/Share $127.52 Unrealized @ Report Date +16.2%
YUM YUM BRANDS INC COM 0.1%
Value $346K Shares 4,230 Share Price $81.85 * Est. Cost/Share $43.79 Unrealized @ Report Date +12.2%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value $343K Shares 995 Share Price $344.76 Est. Cost/Share $321.80 Unrealized @ Report Date +7.1%
RHI ROBERT HALF INC. COM 0.1%
Value $338K Shares 7,250 Share Price $46.58 * Est. Cost/Share $41.88 Unrealized @ Report Date 0.0%
MARATHON OIL CORP COM 0.1%
Value $328K Shares 29,456 Share Price $11.14 Est. Cost/Share $11.14 Unrealized @ Report Date
AKAM AKAMAI TECHNOLOGIES INC COM 0.1%
Value $326K Shares 5,875 Share Price $55.57 Est. Cost/Share $50.81 Unrealized @ Report Date +9.4%
RYN RAYONIER INC COM 0.1%
Value $323K Shares 13,078 Share Price $24.68 Est. Cost/Share $24.68 Unrealized @ Report Date
WCC WESCO INTL INC COM 0.1%
Value $323K Shares 5,900 Share Price $54.67 * Est. Cost/Share $43.22 Unrealized @ Report Date +23.0%
NOV NOV INC COM 0.1%
Value $322K Shares 10,355 Share Price $31.10 Est. Cost/Share $30.55 Unrealized @ Report Date 0.0%
KHC KRAFT HEINZ CO COM 0.1%
Value $320K Shares 4,078 Share Price $78.56 * Est. Cost/Share $48.31 Unrealized @ Report Date +5.6%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value $315K Shares 3,570 Share Price $88.21 * Est. Cost/Share $27.59 Unrealized @ Report Date +6.6%
NUVEEN MUN VALUE FD INC COM 0.1%
Value $314K Shares 30,000 Share Price $10.48 Est. Cost/Share $10.48 Unrealized @ Report Date
CAH CARDINAL HEALTH INC COM 0.1%
Value $307K Shares 3,745 Share Price $81.95 * Est. Cost/Share $61.18 Unrealized @ Report Date +1.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $306K Shares 2,917 Share Price $104.82 Est. Cost/Share $99.16 Unrealized @ Report Date +5.7%
DHI D R HORTON INC COM 0.1%
Value $300K Shares 9,940 Share Price $30.23 * Est. Cost/Share $24.62 Unrealized @ Report Date +10.1%
MMM 3M CO COM 0.1%
Value $294K Shares 1,766 Share Price $166.63 * Est. Cost/Share $92.76 Unrealized @ Report Date +8.8%
EXC EXELON CORP COM 0.1%
Value $293K Shares 8,173 Share Price $35.86 * Est. Cost/Share $15.84 Unrealized @ Report Date +14.6%
STERICYCLE INC COM 0.1%
Value $290K Shares 2,300 Share Price $126.19 Est. Cost/Share $126.19 Unrealized @ Report Date
MCO MOODYS CORP COM 0.1%
Value $290K Shares 3,000 Share Price $96.56 * Est. Cost/Share $81.59 Unrealized @ Report Date +7.7%
PAAS PAN AMERN SILVER CORP COM 0.1%
Value $288K Shares 26,500 Share Price $10.87 * Est. Cost/Share $8.57 Unrealized @ Report Date 0.0%
APA APA CORPORATION COM 0.1%
Value $275K Shares 5,628 Share Price $48.81 * Est. Cost/Share $32.64 Unrealized @ Report Date 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.1%
Value $268K Shares 3,609 Share Price $74.23 * Est. Cost/Share $54.33 Unrealized @ Report Date +8.6%
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value $266K Shares 3,540 Share Price $75.03 * Est. Cost/Share $46.57 Unrealized @ Report Date +8.5%
DOV DOVER CORP COM 0.1%
Value $265K Shares 4,120 Share Price $64.33 * Est. Cost/Share $40.98 Unrealized @ Report Date +7.6%
MS MORGAN STANLEY COM NEW 0.1%
Value $262K Shares 10,495 Share Price $25.01 * Est. Cost/Share $19.31 Unrealized @ Report Date -1.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value $255K Shares 3,700 Share Price $68.93 * Est. Cost/Share $53.83 Unrealized @ Report Date +6.1%
ASH ASHLAND INC COM 0.1%
Value $253K Shares 2,300 Share Price $109.96 * Est. Cost/Share $41.13 Unrealized @ Report Date +11.9%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.1%
Value $253K Shares 2,269 Share Price $111.43 Est. Cost/Share $126.54 Unrealized @ Report Date -11.9%
TIP ISHARES TIPS BOND ETF 0.1%
Value $251K Shares 2,190 Share Price $114.64 Est. Cost/Share $111.72 Unrealized @ Report Date +2.6%
WMT WALMART INC COM 0.1%
Value $248K Shares 3,627 Share Price $68.49 * Est. Cost/Share $18.31 Unrealized @ Report Date +4.7%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.1%
Value $247K Shares 2,662 Share Price $92.95 Est. Cost/Share $90.38 Unrealized @ Report Date +2.9%
MTZ MASTEC INC COM 0.1%
Value $243K Shares 12,000 Share Price $20.24 Est. Cost/Share $16.37 Unrealized @ Report Date +23.7%
PATTERSON COS INC COM 0.1%
Value $242K Shares 5,200 Share Price $46.53 Est. Cost/Share $46.53 Unrealized @ Report Date
AMZN AMAZON COM INC COM 0.1%
Value $239K Shares 403 Share Price $593.64 * Est. Cost/Share $28.38 Unrealized @ Report Date +4.6%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value $238K Shares 6,095 Share Price $38.97 * Est. Cost/Share $25.40 Unrealized @ Report Date +7.8%
HAL HALLIBURTON CO COM 0.1%
Value $233K Shares 6,516 Share Price $35.72 * Est. Cost/Share $26.95 Unrealized @ Report Date 0.0%
PNR PENTAIR PLC SHS 0.1%
Value $232K Shares 4,283 Share Price $54.26 * Est. Cost/Share $27.52 Unrealized @ Report Date +12.9%
ADT ADT INC DEL COM 0.1%
Value $227K Shares 5,500 Share Price $41.26 Est. Cost/Share $41.26 Unrealized @ Report Date
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value $226K Shares 1,906 Share Price $118.82 Est. Cost/Share $114.91 Unrealized @ Report Date +3.4%
EBAY EBAY INC. COM 0.1%
Value $226K Shares 9,465 Share Price $23.86 * Est. Cost/Share $21.65 Unrealized @ Report Date -1.9%
NUVEEN PFD & INCOME SECS FD COM 0.1%
Value $224K Shares 24,908 Share Price $8.99 Est. Cost/Share $8.99 Unrealized @ Report Date
ALL ALLSTATE CORP COM 0.1%
Value $218K Shares 3,240 Share Price $67.37 * Est. Cost/Share $50.51 Unrealized @ Report Date +7.6%
FE FIRSTENERGY CORP COM 0.1%
Value $216K Shares 6,000 Share Price $35.97 * Est. Cost/Share $22.29 Unrealized @ Report Date +7.4%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $215K Shares 3,232 Share Price $66.40 * Est. Cost/Share $43.68 Unrealized @ Report Date +7.7%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.1%
Value $214K Shares 7,994 Share Price $26.74 Est. Cost/Share $23.69 Unrealized @ Report Date +12.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.1%
Value $212K Shares 11,985 Share Price $17.73 * Est. Cost/Share $6.37 Unrealized @ Report Date +23.3%
BLACKROCK INC COM 0.1%
Value $209K Shares 615 Share Price $340.57 Est. Cost/Share $340.57 Unrealized @ Report Date
SHW SHERWIN WILLIAMS CO COM 0.1%
Value $206K Shares 725 Share Price $284.67 * Est. Cost/Share $79.84 Unrealized @ Report Date +8.6%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.1%
Value $204K Shares 4,850 Share Price $42.13 Est. Cost/Share $42.13 Unrealized @ Report Date
CNP CENTERPOINT ENERGY INC COM 0.1%
Value $204K Shares 9,765 Share Price $20.92 * Est. Cost/Share $13.68 Unrealized @ Report Date +11.4%
BLACKROCK FLOATING RATE INCOME COM 0.1%
Value $204K Shares 15,600 Share Price $13.07 Est. Cost/Share $13.07 Unrealized @ Report Date
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value $201K Shares 8,930 Share Price $22.52 * Est. Cost/Share $38.69 Unrealized @ Report Date +14.0%
CAT CATERPILLAR INC COM 0.1%
Value $200K Shares 2,615 Share Price $76.54 * Est. Cost/Share $53.06 Unrealized @ Report Date +14.3%
WEC WEC ENERGY GROUP INC COM 0.1%
Value $199K Shares 3,310 Share Price $60.07 * Est. Cost/Share $40.72 Unrealized @ Report Date +7.7%
GD GENERAL DYNAMICS CORP COM 0.1%
Value $196K Shares 1,495 Share Price $131.37 * Est. Cost/Share $106.81 Unrealized @ Report Date -0.8%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value $196K Shares 1,841 Share Price $106.63 * Est. Cost/Share $89.19 Unrealized @ Report Date +7.2%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value $196K Shares 1,500 Share Price $130.61 Est. Cost/Share $128.09 Unrealized @ Report Date +2.0%
HP HELMERICH & PAYNE INC COM 0.1%
Value $195K Shares 3,326 Share Price $58.72 * Est. Cost/Share $52.86 Unrealized @ Report Date 0.0%
SOUTHSTATE CORPORATION COM 0.1%
Value $195K Shares 3,033 Share Price $64.23 Est. Cost/Share $64.23 Unrealized @ Report Date
VB VANGUARD SMALL-CAP ETF 0.1%
Value $194K Shares 1,740 Share Price $111.49 Est. Cost/Share $103.58 Unrealized @ Report Date +7.6%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.1%
Value $193K Shares 7,075 Share Price $27.34 Est. Cost/Share $27.45 Unrealized @ Report Date -0.4%
DIN DINE BRANDS GLOBAL INC COM 0.1%
Value $187K Shares 2,000 Share Price $93.43 * Est. Cost/Share $56.88 Unrealized @ Report Date 0.0%
MPC MARATHON PETE CORP COM 0.1%
Value $187K Shares 5,022 Share Price $37.18 * Est. Cost/Share $27.88 Unrealized @ Report Date -1.7%
HST HOST HOTELS & RESORTS INC COM 0.1%
Value $186K Shares 11,124 Share Price $16.70 * Est. Cost/Share $10.12 Unrealized @ Report Date 0.0%
NKE NIKE INC CL B 0.1%
Value $184K Shares 2,988 Share Price $61.47 * Est. Cost/Share $53.20 Unrealized @ Report Date +2.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.1%
Value $182K Shares 2,645 Share Price $68.80 Est. Cost/Share $68.80 Unrealized @ Report Date
CTAS CINTAS CORP COM 0.1%
Value $180K Shares 2,000 Share Price $89.81 * Est. Cost/Share $19.39 Unrealized @ Report Date +4.7%
SYY SYSCO CORP COM 0.1%
Value $178K Shares 3,800 Share Price $46.73 * Est. Cost/Share $33.38 Unrealized @ Report Date +9.0%
DVN DEVON ENERGY CORP NEW COM 0.1%
Value $176K Shares 6,425 Share Price $27.44 * Est. Cost/Share $16.97 Unrealized @ Report Date +13.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $175K Shares 2,250 Share Price $77.86 * Est. Cost/Share $66.09 Unrealized @ Report Date -2.2%
DLAPQ DELTA APPAREL INC COM 0.1%
Value $175K Shares 9,125 Share Price $19.14 * Est. Cost/Share $15.45 Unrealized @ Report Date 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value $174K Shares 5,778 Share Price $30.18 Est. Cost/Share $29.98 Unrealized @ Report Date +0.7%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.1%
Value $171K Shares 4,340 Share Price $39.45 * Est. Cost/Share $26.59 Unrealized @ Report Date +3.2%
SOUTH JERSEY INDS INC COM 0.1%
Value $162K Shares 5,700 Share Price $28.45 Est. Cost/Share $28.45 Unrealized @ Report Date
IP INTERNATIONAL PAPER CO COM 0.1%
Value $162K Shares 3,945 Share Price $41.04 * Est. Cost/Share $22.81 Unrealized @ Report Date +12.2%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value $156K Shares 1,255 Share Price $124.66 Est. Cost/Share $118.66 Unrealized @ Report Date +5.1%
LEA LEAR CORP COM NEW 0.1%
Value $156K Shares 1,405 Share Price $111.17 * Est. Cost/Share $88.18 Unrealized @ Report Date 0.0%
GIS GENERAL MLS INC COM 0.1%
Value $155K Shares 2,450 Share Price $63.35 * Est. Cost/Share $41.20 Unrealized @ Report Date +9.0%
VUG VANGUARD GROWTH ETF 0.1%
Value $154K Shares 1,445 Share Price $106.45 * Est. Cost/Share $16.76 Unrealized @ Report Date +5.9%
KKR KKR & CO INC COM 0.1%
Value $154K Shares 10,465 Share Price $14.69 * Est. Cost/Share $11.33 Unrealized @ Report Date +8.6%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value $148K Shares 1,270 Share Price $116.71 * Est. Cost/Share $87.82 Unrealized @ Report Date +7.3%
HRL HORMEL FOODS CORP COM 0.1%
Value $147K Shares 3,410 Share Price $43.24 * Est. Cost/Share $32.77 Unrealized @ Report Date +3.8%
CDK GLOBAL INC COM 0.1%
Value $147K Shares 3,156 Share Price $46.55 Est. Cost/Share $46.55 Unrealized @ Report Date
PHM PULTE GROUP INC COM 0.1%
Value $146K Shares 7,810 Share Price $18.71 * Est. Cost/Share $15.12 Unrealized @ Report Date +10.1%
HPQ HP INC COM 0.1%
Value $145K Shares 11,804 Share Price $12.32 * Est. Cost/Share $7.71 Unrealized @ Report Date +16.1%
HWM HOWMET AEROSPACE INC COM 0.1%
Value $144K Shares 15,075 Share Price $9.58 Est. Cost/Share $9.58 Unrealized @ Report Date
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value $144K Shares 613 Share Price $235.14 * Est. Cost/Share $42.86 Unrealized @ Report Date -3.1%
IVZ INVESCO LTD SHS 0.1%
Value $143K Shares 4,661 Share Price $30.77 * Est. Cost/Share $18.39 Unrealized @ Report Date 0.0%
GLD SPDR GOLD SHARES 0.1%
Value $141K Shares 1,200 Share Price $117.64 Est. Cost/Share $113.33 Unrealized @ Report Date +3.8%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value $141K Shares 2,700 Share Price $52.04 * Est. Cost/Share $12.11 Unrealized @ Report Date +7.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value $138K Shares 1,253 Share Price $110.35 Est. Cost/Share $106.55 Unrealized @ Report Date +3.6%
CATO CATO CORP NEW CL A 0.1%
Value $137K Shares 3,565 Share Price $38.55 * Est. Cost/Share $20.70 Unrealized @ Report Date +5.5%
TRIP TRIPADVISOR INC COM 0.1%
Value $136K Shares 2,039 Share Price $66.50 * Est. Cost/Share $58.87 Unrealized @ Report Date 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $135K Shares 1,612 Share Price $83.81 Est. Cost/Share $77.84 Unrealized @ Report Date +7.7%
EARN ELLINGTON RESIDENTIAL MTG REIT COM SHS BEN INT 0.1%
Value $135K Shares 11,275 Share Price $11.97 Est. Cost/Share $11.97 Unrealized @ Report Date
SPGI S&P GLOBAL INC COM 0.1%
Value $134K Shares 1,350 Share Price $98.98 * Est. Cost/Share $81.73 Unrealized @ Report Date +10.6%
FUL FULLER H B CO COM 0.1%
Value $132K Shares 3,115 Share Price $42.45 * Est. Cost/Share $32.96 Unrealized @ Report Date +13.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value $132K Shares 1,554 Share Price $85.03 Est. Cost/Share $84.82 Unrealized @ Report Date +0.2%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value $132K Shares 2,705 Share Price $48.81 * Est. Cost/Share $40.40 Unrealized @ Report Date +6.5%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value $131K Shares 1,238 Share Price $105.42 * Est. Cost/Share $52.41 Unrealized @ Report Date +0.6%
OXSQ OXFORD SQUARE CAP CORP COM 0.1%
Value $130K Shares 27,002 Share Price $4.80 * Est. Cost/Share $5.02 Unrealized @ Report Date 0.0%
FLEETCOR TECHNOLOGIES INC COM 0.1%
Value $129K Shares 870 Share Price $148.75 Est. Cost/Share $148.75 Unrealized @ Report Date
WMB WILLIAMS COS INC COM 0.1%
Value $129K Shares 8,014 Share Price $16.07 * Est. Cost/Share $9.91 Unrealized @ Report Date -3.9%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value $128K Shares 1,375 Share Price $93.38 Est. Cost/Share $87.86 Unrealized @ Report Date +6.3%
AGCO AGCO CORP COM 0.1%
Value $127K Shares 2,550 Share Price $49.70 * Est. Cost/Share $38.60 Unrealized @ Report Date 0.0%
CERNER CORP COM 0.1%
Value $126K Shares 2,370 Share Price $52.96 Est. Cost/Share $52.96 Unrealized @ Report Date
OXY OCCIDENTAL PETE CORP COM 0.1%
Value $125K Shares 1,825 Share Price $68.43 * Est. Cost/Share $50.37 Unrealized @ Report Date +2.9%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $121K Shares 5,764 Share Price $20.97 Est. Cost/Share $20.97 Unrealized @ Report Date
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value $121K Shares 8,534 Share Price $14.13 Est. Cost/Share $14.13 Unrealized @ Report Date
TRP TC ENERGY CORP COM 0.0%
Value $118K Shares 3,000 Share Price $39.31 * Est. Cost/Share $21.92 Unrealized @ Report Date +13.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $116K Shares 995 Share Price $116.91 Est. Cost/Share $110.08 Unrealized @ Report Date +6.2%
OC OWENS CORNING NEW COM 0.0%
Value $115K Shares 2,440 Share Price $47.28 Est. Cost/Share $44.42 Unrealized @ Report Date +6.4%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $115K Shares 5,419 Share Price $21.26 Est. Cost/Share $21.26 Unrealized @ Report Date
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $115K Shares 3,613 Share Price $31.82 Est. Cost/Share $30.95 Unrealized @ Report Date +2.8%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $114K Shares 3,150 Share Price $36.16 * Est. Cost/Share $27.41 Unrealized @ Report Date 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value $114K Shares 604 Share Price $188.54 Est. Cost/Share $178.95 Unrealized @ Report Date +5.4%
GDX VANECK GOLD MINERS ETF 0.0%
Value $113K Shares 5,650 Share Price $19.97 Est. Cost/Share $17.21 Unrealized @ Report Date +16.1%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $112K Shares 1,325 Share Price $84.57 * Est. Cost/Share $71.28 Unrealized @ Report Date 0.0%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $112K Shares 2,400 Share Price $46.58 Est. Cost/Share $44.67 Unrealized @ Report Date +4.3%
CNK CINEMARK HLDGS INC COM 0.0%
Value $109K Shares 3,045 Share Price $35.83 * Est. Cost/Share $27.17 Unrealized @ Report Date 0.0%
RMD RESMED INC COM 0.0%
Value $107K Shares 1,845 Share Price $57.82 * Est. Cost/Share $50.48 Unrealized @ Report Date +2.4%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value $107K Shares 2,897 Share Price $36.82 Est. Cost/Share $36.82 Unrealized @ Report Date
WESTROCK CO COM 0.0%
Value $107K Shares 2,732 Share Price $39.03 Est. Cost/Share $39.03 Unrealized @ Report Date
VYX NCR VOYIX CORPORATION COM 0.0%
Value $106K Shares 3,550 Share Price $29.93 * Est. Cost/Share $14.34 Unrealized @ Report Date 0.0%
TRN TRINITY INDS INC COM 0.0%
Value $104K Shares 5,700 Share Price $18.31 * Est. Cost/Share $10.22 Unrealized @ Report Date 0.0%
VTR VENTAS INC COM 0.0%
Value $104K Shares 1,651 Share Price $62.97 * Est. Cost/Share $36.67 Unrealized @ Report Date 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $102K Shares 993 Share Price $102.44 * Est. Cost/Share $73.25 Unrealized @ Report Date +11.2%
CNX CNX RES CORP COM 0.0%
Value $102K Shares 9,000 Share Price $11.29 * Est. Cost/Share $7.27 Unrealized @ Report Date 0.0%
OKE ONEOK INC NEW COM 0.0%
Value $101K Shares 3,375 Share Price $29.86 * Est. Cost/Share $13.46 Unrealized @ Report Date 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $100K Shares 1,443 Share Price $69.31 * Est. Cost/Share $55.37 Unrealized @ Report Date +5.2%
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value $98,808 Shares 17,900 Share Price $5.52 Est. Cost/Share $5.52 Unrealized @ Report Date
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $97,801 Shares 2,092 Share Price $46.75 * Est. Cost/Share $30.92 Unrealized @ Report Date +15.4%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $95,665 Shares 1,630 Share Price $58.69 Est. Cost/Share $57.11 Unrealized @ Report Date +2.8%
CIT GROUP INC COM NEW 0.0%
Value $94,921 Shares 3,059 Share Price $31.03 Est. Cost/Share $31.03 Unrealized @ Report Date
OMC OMNICOM GROUP INC COM 0.0%
Value $94,466 Shares 1,135 Share Price $83.23 * Est. Cost/Share $53.77 Unrealized @ Report Date +10.9%
PIMCO STRATEGIC INCOME FD COM 0.0%
Value $94,245 Shares 10,300 Share Price $9.15 Est. Cost/Share $9.15 Unrealized @ Report Date
PRU PRUDENTIAL FINL INC COM 0.0%
Value $93,164 Shares 1,290 Share Price $72.22 * Est. Cost/Share $44.81 Unrealized @ Report Date +4.1%
SHEL SHELL PLC SPON ADS 0.0%
Value $91,910 Shares 1,897 Share Price $48.45 Est. Cost/Share $44.72 Unrealized @ Report Date +8.3%
AMAT APPLIED MATLS INC COM 0.0%
Value $90,439 Shares 4,270 Share Price $21.18 * Est. Cost/Share $16.27 Unrealized @ Report Date +16.5%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $82,520 Shares 2,024 Share Price $40.77 Est. Cost/Share $38.81 Unrealized @ Report Date +5.1%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $81,786 Shares 5,033 Share Price $16.25 Est. Cost/Share $16.25 Unrealized @ Report Date
USB US BANCORP DEL COM NEW 0.0%
Value $81,180 Shares 2,000 Share Price $40.59 * Est. Cost/Share $27.80 Unrealized @ Report Date +2.3%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $80,817 Shares 1,467 Share Price $55.09 Est. Cost/Share $55.09 Unrealized @ Report Date
EMR EMERSON ELEC CO COM 0.0%
Value $79,721 Shares 1,466 Share Price $54.38 * Est. Cost/Share $37.38 Unrealized @ Report Date +13.2%
WSM WILLIAMS SONOMA INC COM 0.0%
Value $77,731 Shares 1,420 Share Price $54.74 * Est. Cost/Share $21.42 Unrealized @ Report Date +1.1%
CCJ CAMECO CORP COM 0.0%
Value $77,040 Shares 6,000 Share Price $12.84 * Est. Cost/Share $10.93 Unrealized @ Report Date +8.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $75,989 Shares 925 Share Price $82.15 * Est. Cost/Share $69.59 Unrealized @ Report Date +5.6%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value $75,962 Shares 2,860 Share Price $26.56 Est. Cost/Share $26.56 Unrealized @ Report Date
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value $75,254 Shares 1,090 Share Price $69.04 Est. Cost/Share $65.50 Unrealized @ Report Date +5.4%
VMC VULCAN MATLS CO COM 0.0%
Value $73,899 Shares 700 Share Price $105.57 * Est. Cost/Share $87.06 Unrealized @ Report Date +11.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $72,980 Shares 550 Share Price $132.69 * Est. Cost/Share $22.28 Unrealized @ Report Date +9.1%
BRO BROWN & BROWN INC COM 0.0%
Value $72,316 Shares 2,020 Share Price $35.80 * Est. Cost/Share $14.72 Unrealized @ Report Date +11.6%
EIX EDISON INTL COM 0.0%
Value $71,890 Shares 1,000 Share Price $71.89 * Est. Cost/Share $43.56 Unrealized @ Report Date 0.0%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value $71,643 Shares 1,300 Share Price $55.11 * Est. Cost/Share $38.79 Unrealized @ Report Date +7.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $71,451 Shares 2,550 Share Price $28.02 * Est. Cost/Share $23.31 Unrealized @ Report Date +6.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value $71,052 Shares 468 Share Price $151.82 * Est. Cost/Share $122.21 Unrealized @ Report Date +4.7%
NWSA NEWS CORP NEW CL A 0.0%
Value $70,644 Shares 5,532 Share Price $12.77 * Est. Cost/Share $10.51 Unrealized @ Report Date +8.5%
ATI ATI INC COM 0.0%
Value $70,449 Shares 4,322 Share Price $16.30 * Est. Cost/Share $12.00 Unrealized @ Report Date 0.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $68,337 Shares 623 Share Price $109.69 * Est. Cost/Share $54.01 Unrealized @ Report Date +1.5%
EXP EAGLE MATLS INC COM 0.0%
Value $67,656 Shares 965 Share Price $70.11 * Est. Cost/Share $55.54 Unrealized @ Report Date +20.4%
FFIV F5 INC COM 0.0%
Value $66,686 Shares 630 Share Price $105.85 Est. Cost/Share $95.83 Unrealized @ Report Date +10.5%
RY ROYAL BK CDA COM 0.0%
Value $66,079 Shares 1,148 Share Price $57.56 * Est. Cost/Share $51.83 Unrealized @ Report Date 0.0%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value $65,246 Shares 1,700 Share Price $38.38 * Est. Cost/Share $37.00 Unrealized @ Report Date 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value $64,584 Shares 650 Share Price $99.36 * Est. Cost/Share $66.65 Unrealized @ Report Date +12.5%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $64,507 Shares 1,652 Share Price $39.05 * Est. Cost/Share $21.84 Unrealized @ Report Date +10.8%
VLO VALERO ENERGY CORP COM 0.0%
Value $64,140 Shares 1,000 Share Price $64.14 * Est. Cost/Share $42.88 Unrealized @ Report Date +1.2%
GBDC GOLUB CAP BDC INC COM 0.0%
Value $64,047 Shares 3,700 Share Price $17.31 * Est. Cost/Share $6.58 Unrealized @ Report Date +7.1%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value $63,327 Shares 3,300 Share Price $19.19 Est. Cost/Share $18.50 Unrealized @ Report Date +3.7%
ETN EATON CORP PLC SHS 0.0%
Value $62,560 Shares 1,000 Share Price $62.56 * Est. Cost/Share $44.23 Unrealized @ Report Date +14.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $62,344 Shares 1,717 Share Price $36.31 * Est. Cost/Share $25.95 Unrealized @ Report Date +4.8%
AMLP ALERIAN MLP ETF 0.0%
Value $61,702 Shares 5,650 Share Price $10.92 * Est. Cost/Share $50.81 Unrealized @ Report Date +7.5%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $60,993 Shares 2,067 Share Price $29.51 Est. Cost/Share $27.36 Unrealized @ Report Date +7.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $60,809 Shares 511 Share Price $119.00 Est. Cost/Share $111.25 Unrealized @ Report Date +7.0%
NFLX NETFLIX INC COM 0.0%
Value $60,316 Shares 590 Share Price $102.23 * Est. Cost/Share $9.82 Unrealized @ Report Date +4.1%
DNOW NOW INC COM 0.0%
Value $60,053 Shares 3,389 Share Price $17.72 * Est. Cost/Share $15.37 Unrealized @ Report Date 0.0%
IPGP IPG PHOTONICS CORP COM 0.0%
Value $56,687 Shares 590 Share Price $96.08 * Est. Cost/Share $84.83 Unrealized @ Report Date 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $56,632 Shares 525 Share Price $107.87 Est. Cost/Share $105.79 Unrealized @ Report Date +2.0%
HON HONEYWELL INTL INC COM 0.0%
Value $56,025 Shares 500 Share Price $112.05 * Est. Cost/Share $76.33 Unrealized @ Report Date +7.8%
PKG PACKAGING CORP AMER COM 0.0%
Value $55,266 Shares 915 Share Price $60.40 * Est. Cost/Share $39.93 Unrealized @ Report Date +13.6%
GEN GEN DIGITAL INC COM 0.0%
Value $55,140 Shares 3,000 Share Price $18.38 * Est. Cost/Share $7.99 Unrealized @ Report Date 0.0%
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value $54,476 Shares 3,450 Share Price $15.79 * Est. Cost/Share $14.80 Unrealized @ Report Date 0.0%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.0%
Value $54,240 Shares 1,000 Share Price $54.24 Est. Cost/Share $54.29 Unrealized @ Report Date -0.1%
WHR WHIRLPOOL CORP COM 0.0%
Value $54,102 Shares 300 Share Price $180.34 Est. Cost/Share $149.07 Unrealized @ Report Date +21.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $53,275 Shares 402 Share Price $132.52 Est. Cost/Share $124.79 Unrealized @ Report Date +6.3%
MBB ISHARES MBS ETF 0.0%
Value $52,550 Shares 480 Share Price $109.48 Est. Cost/Share $108.99 Unrealized @ Report Date +0.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $51,375 Shares 1,500 Share Price $34.25 Est. Cost/Share $30.98 Unrealized @ Report Date +10.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $50,944 Shares 627 Share Price $81.25 Est. Cost/Share $76.66 Unrealized @ Report Date +6.0%
TKR TIMKEN CO COM 0.0%
Value $49,900 Shares 1,490 Share Price $33.49 Est. Cost/Share $29.00 Unrealized @ Report Date +15.5%
MHK MOHAWK INDS INC COM 0.0%
Value $49,634 Shares 260 Share Price $190.90 * Est. Cost/Share $174.01 Unrealized @ Report Date 0.0%
MUSA MURPHY USA INC COM 0.0%
Value $49,590 Shares 807 Share Price $61.45 * Est. Cost/Share $59.82 Unrealized @ Report Date -0.2%
GEF GREIF INC CL A 0.0%
Value $49,125 Shares 1,500 Share Price $32.75 * Est. Cost/Share $19.29 Unrealized @ Report Date 0.0%
XYL XYLEM INC COM 0.0%
Value $49,080 Shares 1,200 Share Price $40.90 * Est. Cost/Share $32.65 Unrealized @ Report Date +11.3%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value $48,600 Shares 1,800 Share Price $27.00 * Est. Cost/Share $6.95 Unrealized @ Report Date +23.1%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value $48,348 Shares 1,800 Share Price $26.86 Est. Cost/Share $26.86 Unrealized @ Report Date
SYNCHRONOSS TECHNOLOGIES INC COM NEW 0.0%
Value $47,702 Shares 1,475 Share Price $32.34 Est. Cost/Share $32.34 Unrealized @ Report Date
OLN OLIN CORP COM PAR $1 0.0%
Value $46,899 Shares 2,700 Share Price $17.37 * Est. Cost/Share $11.65 Unrealized @ Report Date +12.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value $46,125 Shares 2,050 Share Price $22.50 * Est. Cost/Share $17.63 Unrealized @ Report Date +3.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $45,327 Shares 300 Share Price $151.09 * Est. Cost/Share $124.77 Unrealized @ Report Date +4.7%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $45,030 Shares 1,000 Share Price $45.03 Est. Cost/Share $45.03 Unrealized @ Report Date
BX BLACKSTONE INC COM 0.0%
Value $44,880 Shares 1,600 Share Price $28.05 * Est. Cost/Share $16.95 Unrealized @ Report Date +7.1%
WU WESTERN UN CO COM 0.0%
Value $44,367 Shares 2,300 Share Price $19.29 Est. Cost/Share $19.29 Unrealized @ Report Date
PWR QUANTA SVCS INC COM 0.0%
Value $42,864 Shares 1,900 Share Price $22.56 Est. Cost/Share $19.43 Unrealized @ Report Date +13.9%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value $41,927 Shares 444 Share Price $94.43 Est. Cost/Share $94.43 Unrealized @ Report Date
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value $41,820 Shares 1,000 Share Price $41.82 Est. Cost/Share $41.82 Unrealized @ Report Date
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value $41,731 Shares 920 Share Price $45.36 Est. Cost/Share $45.36 Unrealized @ Report Date
ELV ELEVANCE HEALTH INC COM 0.0%
Value $41,697 Shares 300 Share Price $138.99 * Est. Cost/Share $116.54 Unrealized @ Report Date +4.4%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $40,768 Shares 1,040 Share Price $39.20 * Est. Cost/Share $26.78 Unrealized @ Report Date +0.4%
CHE CHEMED CORP NEW COM 0.0%
Value $40,635 Shares 300 Share Price $135.45 * Est. Cost/Share $130.03 Unrealized @ Report Date 0.0%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $40,577 Shares 1,165 Share Price $34.83 Est. Cost/Share $31.26 Unrealized @ Report Date +11.4%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $39,433 Shares 355 Share Price $111.08 * Est. Cost/Share $85.95 Unrealized @ Report Date +10.8%
BF/B BROWN FORMAN CORP CL B 0.0%
Value $39,388 Shares 400 Share Price $98.47 * Est. Cost/Share $32.37 Unrealized @ Report Date 0.0%
MUR MURPHY OIL CORP COM 0.0%
Value $39,045 Shares 1,550 Share Price $25.19 * Est. Cost/Share $13.90 Unrealized @ Report Date 0.0%
AVD AMERICAN VANGUARD CORP COM 0.0%
Value $38,661 Shares 2,450 Share Price $15.78 * Est. Cost/Share $12.53 Unrealized @ Report Date 0.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $38,417 Shares 1,121 Share Price $34.27 Est. Cost/Share $33.72 Unrealized @ Report Date +1.6%
GEF/B GREIF INC CL B 0.0%
Value $37,440 Shares 800 Share Price $46.80 * Est. Cost/Share $23.90 Unrealized @ Report Date +22.4%
DVA DAVITA INC COM 0.0%
Value $36,690 Shares 500 Share Price $73.38 * Est. Cost/Share $67.53 Unrealized @ Report Date 0.0%
RYAM RAYONIER ADVANCED MATLS INC COM 0.0%
Value $35,806 Shares 3,769 Share Price $9.50 * Est. Cost/Share $7.89 Unrealized @ Report Date 0.0%
TM TOYOTA MOTOR CORP ADS 0.0%
Value $34,554 Shares 325 Share Price $106.32 Est. Cost/Share $110.44 Unrealized @ Report Date -3.7%
CI THE CIGNA GROUP COM 0.0%
Value $34,310 Shares 250 Share Price $137.24 * Est. Cost/Share $125.48 Unrealized @ Report Date -0.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $33,830 Shares 250 Share Price $135.32 Est. Cost/Share $129.29 Unrealized @ Report Date +4.7%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value $33,765 Shares 1,000 Share Price $33.77 Est. Cost/Share $31.37 Unrealized @ Report Date +7.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $33,421 Shares 803 Share Price $41.62 Est. Cost/Share $37.82 Unrealized @ Report Date +10.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $33,311 Shares 760 Share Price $43.83 * Est. Cost/Share $23.33 Unrealized @ Report Date +1.7%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $32,528 Shares 1,900 Share Price $17.12 * Est. Cost/Share $9.87 Unrealized @ Report Date +15.2%
EFX EQUIFAX INC COM 0.0%
Value $32,001 Shares 280 Share Price $114.29 * Est. Cost/Share $95.83 Unrealized @ Report Date +8.8%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value $31,563 Shares 300 Share Price $105.21 Est. Cost/Share $97.56 Unrealized @ Report Date +7.8%
F FORD MTR CO DEL COM 0.0%
Value $30,807 Shares 2,282 Share Price $13.50 * Est. Cost/Share $7.45 Unrealized @ Report Date +8.2%
AMERICAN NATL BANKSHARES INC COM 0.0%
Value $30,396 Shares 1,200 Share Price $25.33 Est. Cost/Share $25.33 Unrealized @ Report Date
SNX TD SYNNEX CORPORATION COM 0.0%
Value $30,092 Shares 325 Share Price $92.59 * Est. Cost/Share $39.88 Unrealized @ Report Date 0.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value $29,384 Shares 400 Share Price $73.46 * Est. Cost/Share $48.50 Unrealized @ Report Date +6.4%
WCN WASTE CONNECTIONS INC COM 0.0%
Value $29,066 Shares 450 Share Price $64.59 * Est. Cost/Share $37.55 Unrealized @ Report Date +7.0%
TJX TJX COS INC NEW COM 0.0%
Value $28,990 Shares 370 Share Price $78.35 * Est. Cost/Share $31.61 Unrealized @ Report Date +8.1%
BBDC BARINGS BDC INC COM 0.0%
Value $28,812 Shares 1,400 Share Price $20.58 * Est. Cost/Share $6.43 Unrealized @ Report Date 0.0%
EQUITY COMWLTH COM SH BEN INT 0.0%
Value $28,220 Shares 1,000 Share Price $28.22 Est. Cost/Share $28.22 Unrealized @ Report Date
EWH ISHARES MSCI HONG KONG ETF 0.0%
Value $27,678 Shares 1,400 Share Price $19.77 Est. Cost/Share $19.77 Unrealized @ Report Date
HSY HERSHEY CO COM 0.0%
Value $27,627 Shares 300 Share Price $92.09 * Est. Cost/Share $70.50 Unrealized @ Report Date +3.6%
ABRDN ASIA PACIFIC INCOME FUND COM 0.0%
Value $27,250 Shares 5,450 Share Price $5.00 Est. Cost/Share $5.00 Unrealized @ Report Date
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $26,978 Shares 319 Share Price $84.57 * Est. Cost/Share $61.97 Unrealized @ Report Date -0.6%
MFC MANULIFE FINL CORP COM 0.0%
Value $26,395 Shares 1,868 Share Price $14.13 Est. Cost/Share $13.40 Unrealized @ Report Date +5.4%
GEO GEO GROUP INC NEW COM 0.0%
Value $26,003 Shares 750 Share Price $34.67 * Est. Cost/Share $12.03 Unrealized @ Report Date 0.0%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value $25,872 Shares 2,400 Share Price $10.78 Est. Cost/Share $10.78 Unrealized @ Report Date
OVV OVINTIV INC COM 0.0%
Value $25,578 Shares 4,200 Share Price $6.09 * Est. Cost/Share $23.02 Unrealized @ Report Date 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value $25,415 Shares 589 Share Price $43.15 Est. Cost/Share $40.96 Unrealized @ Report Date +5.3%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value $25,290 Shares 900 Share Price $28.10 Est. Cost/Share $28.10 Unrealized @ Report Date
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $25,046 Shares 226 Share Price $110.82 Est. Cost/Share $109.44 Unrealized @ Report Date +1.3%
CRMT AMERICAS CAR-MART INC COM 0.0%
Value $25,000 Shares 1,000 Share Price $25.00 Est. Cost/Share $24.51 Unrealized @ Report Date 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $24,894 Shares 315 Share Price $79.03 Est. Cost/Share $70.38 Unrealized @ Report Date +12.3%
SRH TOTAL RETURN FUND INC COM 0.0%
Value $24,877 Shares 3,169 Share Price $7.85 Est. Cost/Share $7.85 Unrealized @ Report Date
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $24,707 Shares 224 Share Price $110.30 * Est. Cost/Share $53.74 Unrealized @ Report Date +2.6%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $24,660 Shares 200 Share Price $123.30 Est. Cost/Share $121.59 Unrealized @ Report Date +1.4%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $24,274 Shares 780 Share Price $31.12 Est. Cost/Share $31.12 Unrealized @ Report Date
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value $24,054 Shares 275 Share Price $87.47 Est. Cost/Share $80.40 Unrealized @ Report Date +8.8%
CXW CORECIVIC INC COM 0.0%
Value $24,038 Shares 750 Share Price $32.05 * Est. Cost/Share $20.27 Unrealized @ Report Date 0.0%
MCD MCDONALDS CORP COM 0.0%
Value $24,005 Shares 191 Share Price $125.68 * Est. Cost/Share $93.96 Unrealized @ Report Date +5.6%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value $23,980 Shares 2,000 Share Price $11.99 Est. Cost/Share $11.99 Unrealized @ Report Date
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $23,732 Shares 6,008 Share Price $3.95 Est. Cost/Share $3.87 Unrealized @ Report Date +2.0%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $23,712 Shares 200 Share Price $118.56 * Est. Cost/Share $37.11 Unrealized @ Report Date +6.5%
BIGGQ BIG LOTS INC COM 0.0%
Value $23,687 Shares 523 Share Price $45.29 * Est. Cost/Share $31.07 Unrealized @ Report Date 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $23,559 Shares 300 Share Price $78.53 Est. Cost/Share $73.52 Unrealized @ Report Date +6.8%
ZTS ZOETIS INC CL A 0.0%
Value $23,007 Shares 519 Share Price $44.33 * Est. Cost/Share $39.31 Unrealized @ Report Date +4.5%
WELL WELLTOWER INC COM 0.0%
Value $22,536 Shares 325 Share Price $69.34 * Est. Cost/Share $44.40 Unrealized @ Report Date +8.1%
KEY KEYCORP COM 0.0%
Value $22,080 Shares 2,000 Share Price $11.04 * Est. Cost/Share $7.44 Unrealized @ Report Date 0.0%
FAST FASTENAL CO COM 0.0%
Value $22,050 Shares 450 Share Price $49.00 * Est. Cost/Share $8.38 Unrealized @ Report Date +12.9%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $21,888 Shares 400 Share Price $54.72 * Est. Cost/Share $24.91 Unrealized @ Report Date +9.9%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value $21,887 Shares 535 Share Price $40.91 * Est. Cost/Share $37.56 Unrealized @ Report Date 0.0%
ENSTAR GROUP LIMITED SHS 0.0%
Value $21,623 Shares 133 Share Price $162.58 Est. Cost/Share $162.58 Unrealized @ Report Date
MOS MOSAIC CO NEW COM 0.0%
Value $21,600 Shares 800 Share Price $27.00 * Est. Cost/Share $21.61 Unrealized @ Report Date 0.0%
WESTERN ASSET INTER MUNI FD IN COM 0.0%
Value $20,740 Shares 2,000 Share Price $10.37 Est. Cost/Share $10.37 Unrealized @ Report Date
DORM DORMAN PRODS INC COM 0.0%
Value $20,135 Shares 370 Share Price $54.42 * Est. Cost/Share $47.49 Unrealized @ Report Date 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $18,975 Shares 275 Share Price $69.00 Est. Cost/Share $62.49 Unrealized @ Report Date +10.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $18,909 Shares 203 Share Price $93.15 Est. Cost/Share $86.78 Unrealized @ Report Date +7.4%
APTIV PLC SHS 0.0%
Value $18,905 Shares 252 Share Price $75.02 Est. Cost/Share $75.02 Unrealized @ Report Date
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $18,891 Shares 438 Share Price $43.13 * Est. Cost/Share $38.60 Unrealized @ Report Date 0.0%
XPMQX PIMCO MUN INCOME FD III COM 0.0%
Value $18,755 Shares 1,550 Share Price $12.10 Est. Cost/Share $12.10 Unrealized @ Report Date
WYNN WYNN RESORTS LTD COM 0.0%
Value $18,686 Shares 200 Share Price $93.43 * Est. Cost/Share $65.22 Unrealized @ Report Date +26.9%
UEIC UNIVERSAL ELECTRS INC COM 0.0%
Value $18,597 Shares 300 Share Price $61.99 * Est. Cost/Share $53.29 Unrealized @ Report Date 0.0%
KMPR KEMPER CORP COM 0.0%
Value $18,422 Shares 623 Share Price $29.57 Est. Cost/Share $30.00 Unrealized @ Report Date 0.0%
PETS PETMED EXPRESS INC COM 0.0%
Value $17,910 Shares 1,000 Share Price $17.91 * Est. Cost/Share $17.13 Unrealized @ Report Date 0.0%
NGD NEW GOLD INC CDA COM 0.0%
Value $17,904 Shares 4,800 Share Price $3.73 * Est. Cost/Share $2.98 Unrealized @ Report Date 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value $17,808 Shares 1,200 Share Price $14.84 * Est. Cost/Share $5.37 Unrealized @ Report Date +10.0%
PARAMOUNT GLOBAL CLASS A COM 0.0%
Value $17,523 Shares 297 Share Price $59.00 Est. Cost/Share $59.00 Unrealized @ Report Date
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $17,111 Shares 150 Share Price $114.07 Est. Cost/Share $108.07 Unrealized @ Report Date +5.5%
PDS PRECISION DRILLING CORP COM NEW 0.0%
Value $17,035 Shares 4,056 Share Price $4.20 * Est. Cost/Share $71.32 Unrealized @ Report Date 0.0%
CC CHEMOURS CO COM 0.0%
Value $17,003 Shares 2,429 Share Price $7.00 * Est. Cost/Share $3.64 Unrealized @ Report Date +39.7%
FORWARD AIR CORP COM 0.0%
Value $16,995 Shares 375 Share Price $45.32 Est. Cost/Share $45.32 Unrealized @ Report Date
VMI VALMONT INDS INC COM 0.0%
Value $16,718 Shares 135 Share Price $123.84 * Est. Cost/Share $110.97 Unrealized @ Report Date 0.0%
STEELCASE INC CL A 0.0%
Value $16,710 Shares 1,120 Share Price $14.92 Est. Cost/Share $14.92 Unrealized @ Report Date
TSN TYSON FOODS INC CL A 0.0%
Value $16,665 Shares 250 Share Price $66.66 * Est. Cost/Share $47.25 Unrealized @ Report Date +11.0%
DX DYNEX CAP INC COM 0.0%
Value $16,625 Shares 2,500 Share Price $6.65 Est. Cost/Share $6.65 Unrealized @ Report Date
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $16,582 Shares 115 Share Price $144.19 * Est. Cost/Share $26.71 Unrealized @ Report Date +8.0%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $16,581 Shares 300 Share Price $55.27 Est. Cost/Share $53.02 Unrealized @ Report Date +4.2%
PROSHARES SHORT S&P500 0.0%
Value $16,328 Shares 800 Share Price $20.41 Est. Cost/Share $20.41 Unrealized @ Report Date
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $16,163 Shares 2,059 Share Price $7.85 * Est. Cost/Share $5.64 Unrealized @ Report Date -1.9%
UNFI UNITED NAT FOODS INC COM 0.0%
Value $16,120 Shares 400 Share Price $40.30 * Est. Cost/Share $36.92 Unrealized @ Report Date 0.0%
MAS MASCO CORP COM 0.0%
Value $15,725 Shares 500 Share Price $31.45 * Est. Cost/Share $23.79 Unrealized @ Report Date 0.0%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value $15,611 Shares 1,708 Share Price $9.14 * Est. Cost/Share $9.94 Unrealized @ Report Date 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value $15,481 Shares 312 Share Price $49.62 * Est. Cost/Share $23.08 Unrealized @ Report Date +7.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $15,411 Shares 290 Share Price $53.14 Est. Cost/Share $51.01 Unrealized @ Report Date +4.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $15,258 Shares 2,140 Share Price $7.13 Est. Cost/Share $7.13 Unrealized @ Report Date
PESI PERMA-FIX ENVIRONMENTAL SVCS COM NEW 0.0%
Value $15,096 Shares 4,080 Share Price $3.70 Est. Cost/Share $3.75 Unrealized @ Report Date 0.0%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value $15,000 Shares 1,000 Share Price $15.00 * Est. Cost/Share $13.52 Unrealized @ Report Date 0.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value $14,896 Shares 400 Share Price $37.24 Est. Cost/Share $32.22 Unrealized @ Report Date +15.6%
EA ELECTRONIC ARTS INC COM 0.0%
Value $14,875 Shares 225 Share Price $66.11 * Est. Cost/Share $62.04 Unrealized @ Report Date +3.6%
ALTABA INC COM 0.0%
Value $14,724 Shares 400 Share Price $36.81 Est. Cost/Share $36.81 Unrealized @ Report Date
CROX CROCS INC COM 0.0%
Value $14,430 Shares 1,500 Share Price $9.62 * Est. Cost/Share $9.31 Unrealized @ Report Date 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value $14,352 Shares 246 Share Price $58.34 * Est. Cost/Share $38.85 Unrealized @ Report Date +7.5%
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value $14,326 Shares 3,128 Share Price $4.58 Est. Cost/Share $4.58 Unrealized @ Report Date
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $14,284 Shares 200 Share Price $71.42 Est. Cost/Share $69.23 Unrealized @ Report Date +3.2%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $14,046 Shares 259 Share Price $54.23 * Est. Cost/Share $16.30 Unrealized @ Report Date +10.9%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $13,875 Shares 165 Share Price $84.09 * Est. Cost/Share $51.77 Unrealized @ Report Date 0.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value $13,763 Shares 106 Share Price $129.84 * Est. Cost/Share $93.46 Unrealized @ Report Date +3.2%
SAP SAP SE SPON ADR 0.0%
Value $13,671 Shares 170 Share Price $80.42 Est. Cost/Share $77.82 Unrealized @ Report Date +3.3%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $13,549 Shares 273 Share Price $49.63 Est. Cost/Share $45.80 Unrealized @ Report Date +8.4%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value $13,515 Shares 850 Share Price $15.90 Est. Cost/Share $15.90 Unrealized @ Report Date
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value $13,507 Shares 1,300 Share Price $10.39 Est. Cost/Share $10.39 Unrealized @ Report Date
RITE AID CORP COM 0.0%
Value $13,366 Shares 1,640 Share Price $8.15 Est. Cost/Share $8.15 Unrealized @ Report Date
NEM NEWMONT CORP COM 0.0%
Value $13,290 Shares 500 Share Price $26.58 * Est. Cost/Share $18.17 Unrealized @ Report Date +14.9%
URBN URBAN OUTFITTERS INC COM 0.0%
Value $13,236 Shares 400 Share Price $33.09 * Est. Cost/Share $26.44 Unrealized @ Report Date 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value $13,212 Shares 900 Share Price $14.68 Est. Cost/Share $14.19 Unrealized @ Report Date +3.4%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value $12,600 Shares 400 Share Price $31.50 Est. Cost/Share $31.50 Unrealized @ Report Date
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $12,503 Shares 130 Share Price $96.18 * Est. Cost/Share $69.85 Unrealized @ Report Date +8.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $12,378 Shares 200 Share Price $61.89 * Est. Cost/Share $29.01 Unrealized @ Report Date +6.7%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $12,219 Shares 75 Share Price $162.92 * Est. Cost/Share $38.05 Unrealized @ Report Date +7.1%
CB CHUBB LIMITED COM 0.0%
Value $12,153 Shares 102 Share Price $119.15 * Est. Cost/Share $96.06 Unrealized @ Report Date +4.2%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value $11,956 Shares 400 Share Price $29.89 Est. Cost/Share $29.89 Unrealized @ Report Date
CW CURTISS WRIGHT CORP COM 0.0%
Value $11,805 Shares 156 Share Price $75.67 * Est. Cost/Share $66.09 Unrealized @ Report Date +9.3%
INTERPUBLIC GROUP COS INC COM 0.0%
Value $11,475 Shares 500 Share Price $22.95 * Est. Cost/Share $14.88 Unrealized @ Report Date 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value $11,281 Shares 120 Share Price $94.01 * Est. Cost/Share $72.86 Unrealized @ Report Date +5.2%
AVNS AVANOS MED INC COM 0.0%
Value $11,119 Shares 387 Share Price $28.73 * Est. Cost/Share $26.64 Unrealized @ Report Date 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $10,631 Shares 133 Share Price $79.93 Est. Cost/Share $74.09 Unrealized @ Report Date +7.9%
GXC SPDR S&P CHINA ETF 0.0%
Value $10,469 Shares 150 Share Price $69.79 Est. Cost/Share $69.79 Unrealized @ Report Date
BIIB BIOGEN INC COM 0.0%
Value $10,413 Shares 40 Share Price $260.32 Est. Cost/Share $264.15 Unrealized @ Report Date -1.5%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value $10,326 Shares 155 Share Price $66.62 Est. Cost/Share $66.62 Unrealized @ Report Date
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $10,289 Shares 93 Share Price $110.63 Est. Cost/Share $103.52 Unrealized @ Report Date +6.9%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $10,274 Shares 200 Share Price $51.37 Est. Cost/Share $47.53 Unrealized @ Report Date +8.1%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $10,161 Shares 188 Share Price $54.05 * Est. Cost/Share $42.10 Unrealized @ Report Date +0.5%
EQT EQT CORP COM 0.0%
Value $10,089 Shares 150 Share Price $67.26 * Est. Cost/Share $29.44 Unrealized @ Report Date +14.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $9,937 Shares 120 Share Price $82.81 Est. Cost/Share $81.81 Unrealized @ Report Date +1.2%
ALK ALASKA AIR GROUP INC COM 0.0%
Value $9,842 Shares 120 Share Price $82.02 * Est. Cost/Share $68.47 Unrealized @ Report Date +11.2%
BARNES & NOBLE ED INC COM 0.0%
Value $9,800 Shares 1,000 Share Price $9.80 Est. Cost/Share $9.80 Unrealized @ Report Date
NI NISOURCE INC COM 0.0%
Value $9,777 Shares 415 Share Price $23.56 * Est. Cost/Share $15.66 Unrealized @ Report Date 0.0%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value $9,610 Shares 500 Share Price $19.22 * Est. Cost/Share $10.65 Unrealized @ Report Date +8.9%
LKQ LKQ CORP COM 0.0%
Value $9,579 Shares 300 Share Price $31.93 * Est. Cost/Share $25.04 Unrealized @ Report Date +14.5%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $9,401 Shares 100 Share Price $94.01 Est. Cost/Share $89.15 Unrealized @ Report Date +5.4%
O REALTY INCOME CORP COM 0.0%
Value $9,377 Shares 150 Share Price $62.51 * Est. Cost/Share $35.05 Unrealized @ Report Date +9.5%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value $9,318 Shares 600 Share Price $15.53 Est. Cost/Share $15.53 Unrealized @ Report Date
ZD ZIFF DAVIS INC COM 0.0%
Value $9,237 Shares 150 Share Price $61.58 Est. Cost/Share $60.54 Unrealized @ Report Date 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value $9,216 Shares 200 Share Price $46.08 * Est. Cost/Share $33.97 Unrealized @ Report Date +10.0%
FNV FRANCO NEV CORP COM 0.0%
Value $9,207 Shares 150 Share Price $61.38 * Est. Cost/Share $48.36 Unrealized @ Report Date 0.0%
BCE BCE INC COM NEW 0.0%
Value $9,108 Shares 200 Share Price $45.54 * Est. Cost/Share $23.26 Unrealized @ Report Date 0.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $9,086 Shares 400 Share Price $22.71 Est. Cost/Share $22.71 Unrealized @ Report Date
EZPW EZCORP INC CL A NON VTG 0.0%
Value $8,910 Shares 3,000 Share Price $2.97 * Est. Cost/Share $3.13 Unrealized @ Report Date 0.0%
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR 0.0%
Value $8,816 Shares 200 Share Price $44.08 Est. Cost/Share $44.08 Unrealized @ Report Date
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value $8,598 Shares 355 Share Price $24.22 Est. Cost/Share $24.22 Unrealized @ Report Date
AN AUTONATION INC COM 0.0%
Value $8,589 Shares 184 Share Price $46.68 Est. Cost/Share $48.43 Unrealized @ Report Date -3.6%
FIZZ NATIONAL BEVERAGE CORP COM 0.0%
Value $8,464 Shares 200 Share Price $42.32 * Est. Cost/Share $15.18 Unrealized @ Report Date +6.6%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $8,456 Shares 375 Share Price $22.55 Est. Cost/Share $22.55 Unrealized @ Report Date
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $8,270 Shares 270 Share Price $30.63 Est. Cost/Share $30.42 Unrealized @ Report Date +0.7%
BARRICK GOLD CORP COM 0.0%
Value $8,148 Shares 600 Share Price $13.58 Est. Cost/Share $13.58 Unrealized @ Report Date
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $8,111 Shares 100 Share Price $81.11 * Est. Cost/Share $38.37 Unrealized @ Report Date +5.7%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value $7,987 Shares 700 Share Price $11.41 * Est. Cost/Share $44.99 Unrealized @ Report Date +1.5%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value $7,808 Shares 400 Share Price $19.52 * Est. Cost/Share $17.47 Unrealized @ Report Date 0.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $7,806 Shares 57 Share Price $136.95 * Est. Cost/Share $107.73 Unrealized @ Report Date +5.5%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $7,724 Shares 60 Share Price $128.73 * Est. Cost/Share $40.61 Unrealized @ Report Date +5.7%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $7,693 Shares 105 Share Price $73.27 Est. Cost/Share $67.19 Unrealized @ Report Date +9.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $7,638 Shares 155 Share Price $49.28 * Est. Cost/Share $7.77 Unrealized @ Report Date +5.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $7,560 Shares 175 Share Price $43.20 * Est. Cost/Share $13.68 Unrealized @ Report Date +5.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $7,372 Shares 185 Share Price $39.85 * Est. Cost/Share $35.23 Unrealized @ Report Date +4.6%
NEUBERGER BERMAN ENERGY INFRA COM 0.0%
Value $7,364 Shares 1,058 Share Price $6.96 Est. Cost/Share $6.96 Unrealized @ Report Date
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $7,364 Shares 166 Share Price $44.36 * Est. Cost/Share $20.66 Unrealized @ Report Date +7.4%
NJR NEW JERSEY RES CORP COM 0.0%
Value $7,286 Shares 200 Share Price $36.43 * Est. Cost/Share $25.00 Unrealized @ Report Date +5.7%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $7,233 Shares 250 Share Price $28.93 Est. Cost/Share $26.01 Unrealized @ Report Date +11.2%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value $7,086 Shares 150 Share Price $47.24 * Est. Cost/Share $30.76 Unrealized @ Report Date +0.8%
KGC KINROSS GOLD CORP COM 0.0%
Value $6,970 Shares 2,050 Share Price $3.40 Est. Cost/Share $2.48 Unrealized @ Report Date +37.0%
SOUTHWESTERN ENERGY CO COM 0.0%
Value $6,860 Shares 850 Share Price $8.07 Est. Cost/Share $8.07 Unrealized @ Report Date
PCAR PACCAR INC COM 0.0%
Value $6,836 Shares 125 Share Price $54.69 * Est. Cost/Share $23.28 Unrealized @ Report Date +9.1%
FLEX FLEX LTD ORD 0.0%
Value $6,814 Shares 565 Share Price $12.06 * Est. Cost/Share $8.04 Unrealized @ Report Date +13.1%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $6,699 Shares 76 Share Price $88.14 Est. Cost/Share $83.14 Unrealized @ Report Date +6.0%
GABELLI EQUITY TR INC COM 0.0%
Value $6,695 Shares 1,233 Share Price $5.43 Est. Cost/Share $5.43 Unrealized @ Report Date
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $6,632 Shares 400 Share Price $16.58 * Est. Cost/Share $12.74 Unrealized @ Report Date 0.0%
ADVENT CONV & INCOME FD COM 0.0%
Value $6,605 Shares 500 Share Price $13.21 Est. Cost/Share $13.21 Unrealized @ Report Date
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value $6,575 Shares 250 Share Price $26.30 Est. Cost/Share $26.30 Unrealized @ Report Date
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value $6,530 Shares 217 Share Price $30.09 * Est. Cost/Share $25.22 Unrealized @ Report Date 0.0%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value $6,329 Shares 65 Share Price $97.37 * Est. Cost/Share $46.42 Unrealized @ Report Date +4.9%
BLACKROCK MUNIENHANCED 0.0%
Value $6,185 Shares 500 Share Price $12.37 Est. Cost/Share $12.37 Unrealized @ Report Date
PBI PITNEY BOWES INC COM 0.0%
Value $6,160 Shares 286 Share Price $21.54 * Est. Cost/Share $19.00 Unrealized @ Report Date 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value $5,889 Shares 300 Share Price $19.63 Est. Cost/Share $17.16 Unrealized @ Report Date +14.4%
IEV ISHARES EUROPE ETF 0.0%
Value $5,867 Shares 150 Share Price $39.11 Est. Cost/Share $37.70 Unrealized @ Report Date +3.7%
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value $5,854 Shares 102 Share Price $57.39 Est. Cost/Share $57.39 Unrealized @ Report Date
STT STATE STR CORP COM 0.0%
Value $5,852 Shares 100 Share Price $58.52 * Est. Cost/Share $42.64 Unrealized @ Report Date 0.0%
LUBYS INC COM 0.0%
Value $5,820 Shares 1,200 Share Price $4.85 Est. Cost/Share $4.85 Unrealized @ Report Date
PARR PAR PAC HOLDINGS INC COM NEW 0.0%
Value $5,628 Shares 300 Share Price $18.76 * Est. Cost/Share $21.46 Unrealized @ Report Date 0.0%
PPL PPL CORP COM 0.0%
Value $5,596 Shares 147 Share Price $38.07 * Est. Cost/Share $22.88 Unrealized @ Report Date +7.9%
TRI CONTL CORP COM 0.0%
Value $5,589 Shares 280 Share Price $19.96 Est. Cost/Share $19.96 Unrealized @ Report Date
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $5,530 Shares 54 Share Price $102.41 * Est. Cost/Share $1.86 Unrealized @ Report Date +14.9%
TRGP TARGA RES CORP COM 0.0%
Value $5,345 Shares 179 Share Price $29.86 * Est. Cost/Share $15.07 Unrealized @ Report Date 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value $5,306 Shares 100 Share Price $53.06 Est. Cost/Share $50.80 Unrealized @ Report Date +4.5%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value $5,293 Shares 85 Share Price $62.27 Est. Cost/Share $62.27 Unrealized @ Report Date
RGLD ROYAL GOLD INC COM 0.0%
Value $5,129 Shares 100 Share Price $51.29 * Est. Cost/Share $40.77 Unrealized @ Report Date 0.0%
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.0%
Value $4,999 Shares 140 Share Price $35.71 Est. Cost/Share $35.71 Unrealized @ Report Date
SCI SERVICE CORP INTL COM 0.0%
Value $4,936 Shares 200 Share Price $24.68 Est. Cost/Share $23.69 Unrealized @ Report Date +4.2%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $4,913 Shares 100 Share Price $49.13 Est. Cost/Share $48.48 Unrealized @ Report Date +1.3%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value $4,868 Shares 100 Share Price $48.68 * Est. Cost/Share $41.37 Unrealized @ Report Date +4.4%
TREX TREX CO INC COM 0.0%
Value $4,793 Shares 100 Share Price $47.93 * Est. Cost/Share $9.74 Unrealized @ Report Date 0.0%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value $4,772 Shares 25 Share Price $190.88 Est. Cost/Share $190.88 Unrealized @ Report Date
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $4,742 Shares 80 Share Price $59.27 Est. Cost/Share $59.27 Unrealized @ Report Date
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value $4,740 Shares 1,000 Share Price $4.74 Est. Cost/Share $4.74 Unrealized @ Report Date
KBR KBR INC COM 0.0%
Value $4,644 Shares 300 Share Price $15.48 * Est. Cost/Share $12.27 Unrealized @ Report Date +10.0%
YAMANA GOLD INC COM 0.0%
Value $4,560 Shares 1,500 Share Price $3.04 Est. Cost/Share $3.04 Unrealized @ Report Date
UAA UNDER ARMOUR INC CL A 0.0%
Value $4,411 Shares 52 Share Price $84.83 * Est. Cost/Share $39.45 Unrealized @ Report Date 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $4,406 Shares 65 Share Price $67.78 Est. Cost/Share $66.98 Unrealized @ Report Date +1.2%
UE URBAN EDGE PPTYS COM 0.0%
Value $4,393 Shares 170 Share Price $25.84 Est. Cost/Share $25.84 Unrealized @ Report Date
TUR ISHARES MSCI TURKEY ETF 0.0%
Value $4,384 Shares 100 Share Price $43.84 Est. Cost/Share $37.90 Unrealized @ Report Date +15.7%
MDXG MIMEDX GROUP INC COM 0.0%
Value $4,370 Shares 500 Share Price $8.74 Est. Cost/Share $8.31 Unrealized @ Report Date +5.2%
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT 0.0%
Value $4,347 Shares 243 Share Price $17.89 Est. Cost/Share $17.89 Unrealized @ Report Date
SVM SILVERCORP METALS INC COM 0.0%
Value $4,320 Shares 3,000 Share Price $1.44 Est. Cost/Share $1.44 Unrealized @ Report Date
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value $4,219 Shares 67 Share Price $62.97 * Est. Cost/Share $50.52 Unrealized @ Report Date +4.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $4,053 Shares 36 Share Price $112.58 * Est. Cost/Share $52.20 Unrealized @ Report Date +7.8%
EOG EOG RES INC COM 0.0%
Value $3,992 Shares 55 Share Price $72.58 * Est. Cost/Share $51.06 Unrealized @ Report Date +5.1%
KN KNOWLES CORP COM 0.0%
Value $3,954 Shares 300 Share Price $13.18 * Est. Cost/Share $12.31 Unrealized @ Report Date 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $3,901 Shares 50 Share Price $78.02 * Est. Cost/Share $14.86 Unrealized @ Report Date +5.0%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $3,888 Shares 600 Share Price $6.48 * Est. Cost/Share $4.30 Unrealized @ Report Date 0.0%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value $3,872 Shares 80 Share Price $48.40 Est. Cost/Share $44.23 Unrealized @ Report Date +9.4%
KELLANOVA COM 0.0%
Value $3,828 Shares 50 Share Price $76.56 * Est. Cost/Share $48.67 Unrealized @ Report Date 0.0%
ITT ITT INC COM 0.0%
Value $3,689 Shares 100 Share Price $36.89 Est. Cost/Share $34.09 Unrealized @ Report Date +8.2%
HIGH INCOME SECS FD SHS BEN INT 0.0%
Value $3,660 Shares 500 Share Price $7.32 Est. Cost/Share $7.32 Unrealized @ Report Date
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value $3,605 Shares 700 Share Price $5.15 Est. Cost/Share $5.15 Unrealized @ Report Date
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $3,604 Shares 72 Share Price $50.06 Est. Cost/Share $46.05 Unrealized @ Report Date +8.7%
NG NOVAGOLD RES INC COM NEW 0.0%
Value $3,528 Shares 700 Share Price $5.04 * Est. Cost/Share $4.60 Unrealized @ Report Date 0.0%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value $3,495 Shares 300 Share Price $11.65 Est. Cost/Share $11.65 Unrealized @ Report Date
CPA COPA HOLDINGS SA CL A 0.0%
Value $3,388 Shares 50 Share Price $67.76 * Est. Cost/Share $42.39 Unrealized @ Report Date 0.0%
BTU PEABODY ENGR CORP COM 0.0%
Value $3,336 Shares 1,438 Share Price $2.32 Est. Cost/Share $2.32 Unrealized @ Report Date
COHEN & STEERS CLOSED-END OPPO COM 0.0%
Value $3,267 Shares 300 Share Price $10.89 Est. Cost/Share $10.89 Unrealized @ Report Date
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value $3,236 Shares 109 Share Price $29.69 Est. Cost/Share $29.69 Unrealized @ Report Date
EGO ELDORADO GOLD CORP NEW COM 0.0%
Value $3,160 Shares 1,000 Share Price $3.16 * Est. Cost/Share $14.39 Unrealized @ Report Date 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $3,120 Shares 30 Share Price $104.00 * Est. Cost/Share $16.44 Unrealized @ Report Date +5.5%
INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUND 0.0%
Value $3,097 Shares 100 Share Price $30.97 Est. Cost/Share $30.97 Unrealized @ Report Date
DTE DTE ENERGY CO COM 0.0%
Value $3,082 Shares 34 Share Price $90.65 * Est. Cost/Share $51.98 Unrealized @ Report Date +7.5%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $3,047 Shares 80 Share Price $38.09 Est. Cost/Share $38.09 Unrealized @ Report Date
CAG CONAGRA BRANDS INC COM 0.0%
Value $3,034 Shares 68 Share Price $44.62 * Est. Cost/Share $22.94 Unrealized @ Report Date 0.0%
GPRO GOPRO INC CL A 0.0%
Value $2,990 Shares 250 Share Price $11.96 * Est. Cost/Share $12.40 Unrealized @ Report Date 0.0%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value $2,920 Shares 500 Share Price $5.84 Est. Cost/Share $5.84 Unrealized @ Report Date
PXJ INVESCO OIL & GAS SERVICES ETF 0.0%
Value $2,914 Shares 250 Share Price $11.66 Est. Cost/Share $11.66 Unrealized @ Report Date
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value $2,909 Shares 103 Share Price $28.24 Est. Cost/Share $28.24 Unrealized @ Report Date
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value $2,901 Shares 112 Share Price $25.90 Est. Cost/Share $25.90 Unrealized @ Report Date
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value $2,889 Shares 30 Share Price $96.30 * Est. Cost/Share $47.69 Unrealized @ Report Date +1.0%
GLNG GOLAR LNG LTD SHS 0.0%
Value $2,875 Shares 160 Share Price $17.97 * Est. Cost/Share $14.78 Unrealized @ Report Date 0.0%
OEF ISHARES S&P 100 ETF 0.0%
Value $2,741 Shares 30 Share Price $91.37 Est. Cost/Share $87.22 Unrealized @ Report Date +4.8%
GREAT WESTERN BANCORP INC COM 0.0%
Value $2,727 Shares 100 Share Price $27.27 Est. Cost/Share $27.27 Unrealized @ Report Date
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $2,689 Shares 102 Share Price $26.36 Est. Cost/Share $25.08 Unrealized @ Report Date +5.2%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $2,686 Shares 13 Share Price $206.62 Est. Cost/Share $196.17 Unrealized @ Report Date +5.3%
DISCOVER FINL SVCS COM 0.0%
Value $2,546 Shares 50 Share Price $50.92 Est. Cost/Share $50.92 Unrealized @ Report Date
AGO ASSURED GUARANTY LTD COM 0.0%
Value $2,530 Shares 100 Share Price $25.30 * Est. Cost/Share $20.75 Unrealized @ Report Date 0.0%
UNITI GROUP INC COM 0.0%
Value $2,514 Shares 113 Share Price $22.25 Est. Cost/Share $22.25 Unrealized @ Report Date
EWC ISHARES MSCI CANADA ETF 0.0%
Value $2,371 Shares 100 Share Price $23.71 Est. Cost/Share $23.71 Unrealized @ Report Date
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $2,370 Shares 35 Share Price $67.71 Est. Cost/Share $60.05 Unrealized @ Report Date +12.8%
VANECK VECTORS HIGH INCOME INFRASTRUCTURE MLP ETF 0.0%
Value $2,316 Shares 200 Share Price $11.58 Est. Cost/Share $11.58 Unrealized @ Report Date
DNP SELECT INCOME FD INC COM 0.0%
Value $2,260 Shares 226 Share Price $10.00 Est. Cost/Share $10.00 Unrealized @ Report Date
SANM SANMINA CORPORATION COM 0.0%
Value $2,104 Shares 90 Share Price $23.38 * Est. Cost/Share $20.09 Unrealized @ Report Date 0.0%
QURATE RETAIL INC COM SER A 0.0%
Value $2,020 Shares 80 Share Price $25.25 Est. Cost/Share $25.25 Unrealized @ Report Date
TPR TAPESTRY INC COM 0.0%
Value $2,005 Shares 50 Share Price $40.10 * Est. Cost/Share $27.30 Unrealized @ Report Date +11.3%
MAT MATTEL INC COM 0.0%
Value $1,849 Shares 55 Share Price $33.62 Est. Cost/Share $30.38 Unrealized @ Report Date +10.7%
IPI INTREPID POTASH INC COM 0.0%
Value $1,776 Shares 1,600 Share Price $1.11 * Est. Cost/Share $18.05 Unrealized @ Report Date 0.0%
FLO FLOWERS FOODS INC COM 0.0%
Value $1,735 Shares 94 Share Price $18.46 * Est. Cost/Share $12.86 Unrealized @ Report Date -2.1%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $1,681 Shares 50 Share Price $33.62 * Est. Cost/Share $28.60 Unrealized @ Report Date 0.0%
BLD TOPBUILD CORP COM 0.0%
Value $1,636 Shares 55 Share Price $29.75 Est. Cost/Share $27.04 Unrealized @ Report Date +10.0%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $1,545 Shares 40 Share Price $38.63 Est. Cost/Share $38.63 Unrealized @ Report Date
WW INTL INC COM 0.0%
Value $1,453 Shares 100 Share Price $14.53 Est. Cost/Share $14.53 Unrealized @ Report Date
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value $1,334 Shares 133 Share Price $10.03 Est. Cost/Share $10.03 Unrealized @ Report Date
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $1,310 Shares 100 Share Price $13.10 * Est. Cost/Share $9.15 Unrealized @ Report Date +3.2%
GORO GOLD RESOURCE CORP COM 0.0%
Value $1,165 Shares 500 Share Price $2.33 * Est. Cost/Share $1.80 Unrealized @ Report Date 0.0%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $1,159 Shares 20 Share Price $57.95 * Est. Cost/Share $47.06 Unrealized @ Report Date 0.0%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $1,012 Shares 184 Share Price $5.50 Est. Cost/Share $5.38 Unrealized @ Report Date +2.2%
BSET BASSETT FURNITURE INDS INC COM 0.0%
Value $701 Shares 22 Share Price $31.86 * Est. Cost/Share $19.01 Unrealized @ Report Date 0.0%
SMITH MICRO SOFTWARE INC COM NEW 0.0%
Value $590 Shares 1,000 Share Price $0.59 Est. Cost/Share $0.59 Unrealized @ Report Date
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $582 Shares 10 Share Price $58.20 * Est. Cost/Share $47.26 Unrealized @ Report Date 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value $545 Shares 138 Share Price $3.95 Est. Cost/Share $3.95 Unrealized @ Report Date
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $520 Shares 88 Share Price $5.91 Est. Cost/Share $6.40 Unrealized @ Report Date -7.7%
VVX V2X INC COM 0.0%
Value $364 Shares 16 Share Price $22.75 * Est. Cost/Share $19.83 Unrealized @ Report Date 0.0%
WPRT WESTPORT FUEL SYSTEMS INC COM 0.0%
Value $326 Shares 125 Share Price $2.61 * Est. Cost/Share $21.07 Unrealized @ Report Date +23.9%
PJT PJT PARTNERS INC COM CL A 0.0%
Value $216 Shares 9 Share Price $24.00 * Est. Cost/Share $23.14 Unrealized @ Report Date -6.5%
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value $177 Shares 8 Share Price $22.13 Est. Cost/Share $22.13 Unrealized @ Report Date
NRG NRG ENERGY INC COM NEW 0.0%
Value $78 Shares 6 Share Price $13.00 * Est. Cost/Share $9.31 Unrealized @ Report Date +14.2%
NAVISTAR INTL CORP NEW COM 0.0%
Value $75 Shares 6 Share Price $12.50 Est. Cost/Share $12.50 Unrealized @ Report Date
RMR RMR GROUP INC CL A 0.0%
Value $50 Shares 2 Share Price $25.00 * Est. Cost/Share $11.07 Unrealized @ Report Date 0.0%
TMQ TRILOGY METALS INC NEW COM 0.0%
Value $44 Shares 116 Share Price $0.38 * Est. Cost/Share $0.31 Unrealized @ Report Date 0.0%
GEVO GEVO INC COM PAR 0.0%
Value $4 Shares 14 Share Price $0.29 * Est. Cost/Share $164.46 Unrealized @ Report Date 0.0%