SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 26, 2020

Total Value ($000): $351,171 (100.0% shares, 0.0% debt)

Holdings (449)

NET CloudFlare Inc CL A 19.3%
Value ($000) $67,697 Shares 1,648,742 Est. Cost $38.28 Unrealized 0.0%
SPY SPDR SP 500 ETF Trust 13.2%
Value ($000) $46,306 Shares 138,270 Est. Cost $4021.43 Unrealized
VUG Vanguard Growth ETF 9.4%
Value ($000) $33,130 Shares 145,556 Est. Cost $147.45 Unrealized
iShares Edge MSCI Min Vol USA 4.9%
Value ($000) $17,051 Shares 267,551 Est. Cost $56.40 Unrealized
IWF iShares Russell 1000 Growth ET 4.4%
Value ($000) $15,624 Shares 72,036 Est. Cost $128.04 Unrealized
IWR iShares Russell MidCap ETF 4.2%
Value ($000) $14,841 Shares 258,641 Est. Cost $66.62 Unrealized
VYM Vanguard HY ETF 3.8%
Value ($000) $13,450 Shares 166,188 Est. Cost $73.62 Unrealized
ACWX iShares MSCI ACWI ex US ETF 2.7%
Value ($000) $9,653 Shares 209,887 Est. Cost $2960.62 Unrealized
VTEB Vanguard TaxExempt Bond Index 2.7%
Value ($000) $9,365 Shares 172,024 Est. Cost $53.31 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 2.5%
Value ($000) $8,640 Shares 27 Est. Cost $309458.20 Unrealized -0.8%
VTV Vanguard Value ETF 2.4%
Value ($000) $8,579 Shares 82,083 Est. Cost $7275.61 Unrealized
HUBB Hubbell Inc 1.5%
Value ($000) $5,441 Shares 39,760 Est. Cost $125.44 Unrealized 0.0%
BAC Bank of America Corp 1.5%
Value ($000) $5,307 Shares 220,294 Est. Cost $15.68 Unrealized +39.2%
IWD iShares Russell 1000 Value ETF 1.5%
Value ($000) $5,267 Shares 44,589 Est. Cost $119.06 Unrealized
IJH iShares Core SP Mid Cap ETF 1.5%
Value ($000) $5,204 Shares 28,081 Est. Cost $683.96 Unrealized
AAPL Apple Inc 1.4%
Value ($000) $4,863 Shares 41,992 Est. Cost $90.78 Unrealized +16.7%
BALL Ball Corp 1.0%
Value ($000) $3,681 Shares 44,282 Est. Cost $57.52 Unrealized +25.3%
VIG Vanguard Dividend Appreciation Index Fd 0.9%
Value ($000) $3,025 Shares 23,514 Est. Cost $109.98 Unrealized
SDY SPDR SP Dividend ETF 0.8%
Value ($000) $2,838 Shares 30,710 Est. Cost $94.37 Unrealized
IWS iShares Russell MidCap Value 0.8%
Value ($000) $2,833 Shares 35,044 Est. Cost $76.65 Unrealized
BND Vanguard Total Bd Market ETF 0.8%
Value ($000) $2,794 Shares 31,674 Est. Cost $86.30 Unrealized
Endava PLC 0.8%
Value ($000) $2,791 Shares 44,196 Est. Cost $48.31 Unrealized
Golub Capital BDC Inc 0.8%
Value ($000) $2,783 Shares 210,204 Est. Cost $16.61 Unrealized
HON Honeywell Intl Inc 0.7%
Value ($000) $2,582 Shares 15,687 Est. Cost $138.50 Unrealized -3.8%
CCI Crown Castle Intl Corp 0.7%
Value ($000) $2,372 Shares 14,244 Est. Cost $76.79 Unrealized +68.1%
IWM iShares Russell 2000 ETF 0.6%
Value ($000) $2,223 Shares 14,839 Est. Cost $123.42 Unrealized
MSFT Microsoft 0.6%
Value ($000) $2,197 Shares 10,445 Est. Cost $87.92 Unrealized +128.3%
IWV iShares Russell 3000 ETF 0.6%
Value ($000) $2,049 Shares 10,471 Est. Cost $19662.60 Unrealized
IEF iShares 7 10 Year Treasury Bon 0.6%
Value ($000) $2,013 Shares 16,521 Est. Cost $121.46 Unrealized
IWN iShares Russell 2000 Value ETF 0.5%
Value ($000) $1,853 Shares 18,657 Est. Cost $120.48 Unrealized
IWO iShares Russell 2000 Growth ET 0.5%
Value ($000) $1,675 Shares 7,563 Est. Cost $185.03 Unrealized
SCHX Schwab US LargeCap ETF 0.4%
Value ($000) $1,476 Shares 18,306 Est. Cost $76.81 Unrealized
VEA Vanguard FTSE Developed Mrkt 0.4%
Value ($000) $1,459 Shares 35,668 Est. Cost $41.71 Unrealized
VT Vanguard Total World Stock Index Fd 0.4%
Value ($000) $1,372 Shares 17,016 Est. Cost $4023.53 Unrealized
VO Vanguard MidCap ETF 0.4%
Value ($000) $1,250 Shares 7,094 Est. Cost $140.78 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.3%
Value ($000) $1,224 Shares 7,187 Est. Cost $2371.64 Unrealized
AMZN Amazon com Inc 0.3%
Value ($000) $1,197 Shares 380 Est. Cost $113.74 Unrealized +38.6%
VBK Vanguard SmallCap Grwth Vipers 0.3%
Value ($000) $941 Shares 4,376 Est. Cost $152.04 Unrealized
VCSH Vanguard Scottsdale Fd ST Crp Bd Idx 0.3%
Value ($000) $936 Shares 11,302 Est. Cost $79.37 Unrealized
VOE Vanguard MC Value Index Fd ETF 0.2%
Value ($000) $781 Shares 7,701 Est. Cost $110.52 Unrealized
VOT Vanguard MidCap Growth Index 0.2%
Value ($000) $747 Shares 4,147 Est. Cost $118.46 Unrealized
VB Vanguard SmallCap ETF 0.2%
Value ($000) $672 Shares 4,369 Est. Cost $126.53 Unrealized
IVV iShares Core SP 500 ETF 0.2%
Value ($000) $576 Shares 1,715 Est. Cost $264.73 Unrealized
Twitter Inc 0.2%
Value ($000) $570 Shares 12,805 Est. Cost $35.23 Unrealized
META Facebook Inc Cl A 0.2%
Value ($000) $543 Shares 2,074 Est. Cost $185.74 Unrealized +37.9%
MRK Merck Co New 0.2%
Value ($000) $530 Shares 6,389 Est. Cost $54.54 Unrealized +20.9%
AGG iShares Core Total US Aggregate 0.1%
Value ($000) $493 Shares 4,178 Est. Cost $753.16 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $490 Shares 4,661 Est. Cost $19.38 Unrealized +25.0%
VOO Vanguard SP 500 ETF 0.1%
Value ($000) $486 Shares 1,580 Est. Cost $278.86 Unrealized
DIS Walt Disney 0.1%
Value ($000) $457 Shares 3,683 Est. Cost $115.81 Unrealized +5.5%
HD Home Depot Inc 0.1%
Value ($000) $455 Shares 1,638 Est. Cost $144.86 Unrealized +64.1%
IWP iShares Russell MidCap Growth 0.1%
Value ($000) $451 Shares 2,606 Est. Cost $122.27 Unrealized
3M Co 0.1%
Value ($000) $440 Shares 2,750 Est. Cost $207.17 Unrealized
Alphabet Inc Cl A 0.1%
Value ($000) $432 Shares 295 Est. Cost $1220.04 Unrealized
EEM iShares MSCI Emerging Mkts 0.1%
Value ($000) $431 Shares 9,764 Est. Cost $39.29 Unrealized
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $419 Shares 1,970 Est. Cost $205.47 Unrealized -0.4%
Vertiv Holdings LLC 0.1%
Value ($000) $399 Shares 23,049 Est. Cost $9.28 Unrealized
V Visa Inc Class A Shs 0.1%
Value ($000) $391 Shares 1,956 Est. Cost $159.56 Unrealized +20.5%
JNJ Johnson Johnson Co 0.1%
Value ($000) $382 Shares 2,567 Est. Cost $106.15 Unrealized +19.6%
SCHM Schwab U S MidCap ETF 0.1%
Value ($000) $381 Shares 6,863 Est. Cost $741.40 Unrealized
JPMorgan Chase Co 0.1%
Value ($000) $365 Shares 3,794 Est. Cost $4117.84 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $359 Shares 1,788 Est. Cost $169.65 Unrealized
IVW iShares SP 500 Growth ETF 0.1%
Value ($000) $355 Shares 1,536 Est. Cost $1110.84 Unrealized
Salesforce com Inc 0.1%
Value ($000) $335 Shares 1,334 Est. Cost $149.86 Unrealized
Alphabet Inc Cl C 0.1%
Value ($000) $326 Shares 222 Est. Cost $1209.89 Unrealized
Netflix Com Inc 0.1%
Value ($000) $325 Shares 650 Est. Cost $270.70 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $323 Shares 2,964 Est. Cost $42.61 Unrealized +116.7%
AZO AutoZone Inc 0.1%
Value ($000) $317 Shares 269 Est. Cost $1112.35 Unrealized +6.2%
SBUX Starbucks Corp 0.1%
Value ($000) $310 Shares 3,604 Est. Cost $57.23 Unrealized +23.7%
VWO Vanguard FTSE Emg Mkts 0.1%
Value ($000) $307 Shares 7,109 Est. Cost $5025.69 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $299 Shares 8,138 Est. Cost $26.86 Unrealized +0.9%
QCOM Qualcomm Inc 0.1%
Value ($000) $288 Shares 2,444 Est. Cost $63.57 Unrealized +49.7%
Target Inc 0.1%
Value ($000) $285 Shares 1,810 Est. Cost $130.41 Unrealized
Z Zillow Grp Inc Cl C 0.1%
Value ($000) $284 Shares 2,795 Est. Cost $41.24 Unrealized +89.4%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $279 Shares 1,414 Est. Cost $109.03 Unrealized +72.3%
MDY SPDR SP MidCap 400 ETF Trust 0.1%
Value ($000) $266 Shares 785 Est. Cost $360.86 Unrealized
CVX ChevronTexaco Corp 0.1%
Value ($000) $258 Shares 3,587 Est. Cost $71.47 Unrealized -6.9%
ECL Ecolab Inc 0.1%
Value ($000) $251 Shares 1,257 Est. Cost $118.70 Unrealized +58.8%
CLVT Clarivate Analytics PLC 0.1%
Value ($000) $249 Shares 8,048 Est. Cost $17.41 Unrealized +55.5%
VEU Vanguard FTSE AllWorld ExUS 0.1%
Value ($000) $245 Shares 4,855 Est. Cost $52.72 Unrealized
Verizon Communications 0.1%
Value ($000) $240 Shares 4,040 Est. Cost $56.31 Unrealized
GrubHub Inc 0.1%
Value ($000) $228 Shares 3,149 Est. Cost $53.25 Unrealized
QUAL IShares Edge MSCI USA Quality 0.1%
Value ($000) $226 Shares 2,174 Est. Cost $95.97 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $220 Shares 900 Est. Cost $35.81 Unrealized +16.2%
Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $204 Shares 1,790 Est. Cost $113.97 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $197 Shares 3,271 Est. Cost $64.34 Unrealized
Uber Technologies Inc 0.1%
Value ($000) $197 Shares 5,394 Est. Cost $30.35 Unrealized
MLM Martin Marietta Materials 0.1%
Value ($000) $189 Shares 801 Est. Cost $236.38 Unrealized -11.6%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $186 Shares 4,026 Est. Cost $32.45 Unrealized +15.9%
Invesco QQQ Trust Series 1 0.1%
Value ($000) $184 Shares 661 Est. Cost $44921.82 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $177 Shares 360 Est. Cost $305.38 Unrealized +52.3%
MA Mastercard Inc 0.1%
Value ($000) $176 Shares 520 Est. Cost $232.19 Unrealized +36.0%
EW Edwards Lifesciences Corp 0.1%
Value ($000) $176 Shares 2,211 Est. Cost $71.16 Unrealized +9.7%
VBR Vanguard Small Cap Vipers 0.0%
Value ($000) $173 Shares 1,562 Est. Cost $131.27 Unrealized
LBRDK Liberty Broadband Ser C 0.0%
Value ($000) $171 Shares 1,197 Est. Cost $97.93 Unrealized +31.4%
Nomad Foods Ltd 0.0%
Value ($000) $170 Shares 6,662 Est. Cost $20.48 Unrealized
Scientific Games Corp 0.0%
Value ($000) $168 Shares 4,815 Est. Cost $34.89 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $162 Shares 2,567 Est. Cost $53.33 Unrealized +5.2%
DHR Danaher Corp 0.0%
Value ($000) $161 Shares 746 Est. Cost $110.66 Unrealized +57.0%
MCD McDonalds Corp 0.0%
Value ($000) $161 Shares 732 Est. Cost $174.38 Unrealized +4.0%
IGSB iShares Trust iShares 1 5 Year 0.0%
Value ($000) $158 Shares 2,877 Est. Cost $54.92 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $157 Shares 2,690 Est. Cost $53.75 Unrealized -2.6%
WMT Walmart Inc 0.0%
Value ($000) $155 Shares 1,109 Est. Cost $36.67 Unrealized +12.7%
Liberty SiriusXM Group 0.0%
Value ($000) $152 Shares 4,587 Est. Cost $34.65 Unrealized
TTWO Take Two Interactive Software Inc 0.0%
Value ($000) $144 Shares 872 Est. Cost $125.49 Unrealized +29.4%
PG Procter Gamble Co 0.0%
Value ($000) $142 Shares 1,023 Est. Cost $100.89 Unrealized +15.3%
Marvell Technology Group 0.0%
Value ($000) $142 Shares 3,565 Est. Cost $25.34 Unrealized
VMware Inc 0.0%
Value ($000) $138 Shares 963 Est. Cost $150.52 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $136 Shares 2,254 Est. Cost $42.83 Unrealized +13.5%
ERIC Ericsson LM Tel Co ADR 0.0%
Value ($000) $134 Shares 12,261 Est. Cost $7.95 Unrealized
EA Electronic Arts 0.0%
Value ($000) $132 Shares 1,016 Est. Cost $110.22 Unrealized +20.2%
Broadcom Inc 0.0%
Value ($000) $132 Shares 362 Est. Cost $295.94 Unrealized
Cisco Systems Inc 0.0%
Value ($000) $131 Shares 3,323 Est. Cost $44.02 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $131 Shares 618 Est. Cost $161.70 Unrealized +8.1%
Alibaba Group Holding Ltd 0.0%
Value ($000) $129 Shares 438 Est. Cost $12563.47 Unrealized
GOOS Canada Goose Holdings Inc 0.0%
Value ($000) $129 Shares 4,020 Est. Cost $24.62 Unrealized 0.0%
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $124 Shares 915 Est. Cost $1205.28 Unrealized
XLF Financial Select Sector SPDR 0.0%
Value ($000) $124 Shares 5,150 Est. Cost $24.96 Unrealized
TJX TJX Cos Inc New 0.0%
Value ($000) $120 Shares 2,151 Est. Cost $49.52 Unrealized +1.1%
SYK Stryker Corp 0.0%
Value ($000) $117 Shares 560 Est. Cost $188.34 Unrealized -2.5%
SPDR SSGA Gender Divrsty Indx ETF 0.0%
Value ($000) $115 Shares 1,500 Est. Cost $73.33 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $115 Shares 291 Est. Cost $348.90 Unrealized +15.4%
Costco Wholesale Corp 0.0%
Value ($000) $114 Shares 321 Est. Cost $18030.70 Unrealized
SvcNow Inc 0.0%
Value ($000) $112 Shares 230 Est. Cost $6051.84 Unrealized
Moderna Inc 0.0%
Value ($000) $106 Shares 1,500 Est. Cost $47.17 Unrealized
Biogen Inc 0.0%
Value ($000) $106 Shares 374 Est. Cost $311.92 Unrealized
IGIB iShares Trust iShares 5 10 Year 0.0%
Value ($000) $105 Shares 1,729 Est. Cost $60.73 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $105 Shares 534 Est. Cost $154.96 Unrealized +6.4%
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $104 Shares 2,874 Est. Cost $39.39 Unrealized
LQD iShares iBoxx Investment Grade 0.0%
Value ($000) $104 Shares 772 Est. Cost $134.72 Unrealized
Unilever NV NY 0.0%
Value ($000) $103 Shares 1,700 Est. Cost $48.91 Unrealized
ASML ASML Hldg NV 0.0%
Value ($000) $103 Shares 279 Est. Cost $281.05 Unrealized
First Tst American Energy Infst 0.0%
Value ($000) $102 Shares 5,372 Est. Cost $18.99 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $102 Shares 401 Est. Cost $197.95 Unrealized +5.9%
FISV Fiserv Inc 0.0%
Value ($000) $98 Shares 950 Est. Cost $102.52 Unrealized -2.9%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $98 Shares 222 Est. Cost $302.33 Unrealized +34.8%
Moelis Co Cl A 0.0%
Value ($000) $96 Shares 2,742 Est. Cost $30.35 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $93 Shares 1,013 Est. Cost $86.68 Unrealized -3.8%
NEE NextEra Energy Inc 0.0%
Value ($000) $92 Shares 330 Est. Cost $59.22 Unrealized +1.8%
VMC Vulcan Materials Co 0.0%
Value ($000) $91 Shares 670 Est. Cost $133.41 Unrealized -9.9%
Fidelity National Information Svcs 0.0%
Value ($000) $90 Shares 610 Est. Cost $136.33 Unrealized
CME CME Group Inc 0.0%
Value ($000) $88 Shares 525 Est. Cost $160.54 Unrealized -15.1%
AXP American Express Co 0.0%
Value ($000) $86 Shares 857 Est. Cost $83.26 Unrealized +10.4%
Oracle Corp 0.0%
Value ($000) $85 Shares 1,431 Est. Cost $56.11 Unrealized
VHT Vanguard World Funds Health Care Vipers 0.0%
Value ($000) $85 Shares 415 Est. Cost $193.24 Unrealized
IJR iShares Core SP SmallCap ETF 0.0%
Value ($000) $85 Shares 1,207 Est. Cost $1950.44 Unrealized
ITRI Itron Inc 0.0%
Value ($000) $84 Shares 1,376 Est. Cost $67.26 Unrealized -5.5%
W Wayfair Inc Cl A 0.0%
Value ($000) $83 Shares 285 Est. Cost $273.63 Unrealized 0.0%
CCK Crown Holdings Inc 0.0%
Value ($000) $82 Shares 1,071 Est. Cost $61.68 Unrealized +12.7%
CHD Church Dwight Inc 0.0%
Value ($000) $82 Shares 877 Est. Cost $68.39 Unrealized +24.6%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $80 Shares 985 Est. Cost $92.35 Unrealized
TransUnion 0.0%
Value ($000) $80 Shares 950 Est. Cost $80.82 Unrealized
BlackRock Inc 0.0%
Value ($000) $78 Shares 138 Est. Cost $33516.09 Unrealized
PGR Progressive Corp OH 0.0%
Value ($000) $77 Shares 812 Est. Cost $62.38 Unrealized +22.6%
Sirius XM Holdings Inc 0.0%
Value ($000) $77 Shares 14,400 Est. Cost $6.69 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $76 Shares 353 Est. Cost $168.54 Unrealized +6.7%
Kala Pharmaceuticals Inc 0.0%
Value ($000) $75 Shares 10,000 Est. Cost $8.80 Unrealized
T ATT Inc 0.0%
Value ($000) $74 Shares 2,608 Est. Cost $17.46 Unrealized -10.9%
Zynga Inc 0.0%
Value ($000) $73 Shares 8,049 Est. Cost $6.83 Unrealized
CHTR Charter Communications A 0.0%
Value ($000) $72 Shares 115 Est. Cost $455.97 Unrealized +29.4%
INTU Intuit Inc 0.0%
Value ($000) $70 Shares 215 Est. Cost $261.52 Unrealized +15.7%
ACN Accenture PLC 0.0%
Value ($000) $69 Shares 307 Est. Cost $180.37 Unrealized +17.7%
WFC Wells Fargo Co New 0.0%
Value ($000) $69 Shares 2,940 Est. Cost $41.78 Unrealized -47.8%
UnitedHealth Group Inc 0.0%
Value ($000) $68 Shares 219 Est. Cost $268.53 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $67 Shares 425 Est. Cost $157.65 Unrealized -13.5%
MCO Moodys Corp 0.0%
Value ($000) $67 Shares 230 Est. Cost $202.89 Unrealized +34.5%
Linde PLC 0.0%
Value ($000) $66 Shares 279 Est. Cost $4622.64 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $65 Shares 800 Est. Cost $60.90 Unrealized
IVE iShares SP 500 Value ETF 0.0%
Value ($000) $65 Shares 580 Est. Cost $6654.09 Unrealized
SCHD Schwab US Dvd Equity 0.0%
Value ($000) $63 Shares 1,141 Est. Cost $44.61 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $62 Shares 257 Est. Cost $183.29 Unrealized +18.2%
LEN Lennar Corp Class A 0.0%
Value ($000) $61 Shares 750 Est. Cost $46.17 Unrealized +42.7%
FAST Fastenal Co 0.0%
Value ($000) $60 Shares 1,336 Est. Cost $14.34 Unrealized +39.9%
NKE Nike Inc Cl B 0.0%
Value ($000) $59 Shares 472 Est. Cost $89.37 Unrealized +11.5%
CDW CorpDE 0.0%
Value ($000) $59 Shares 495 Est. Cost $121.78 Unrealized
SAVA Cassava Sciences Inc 0.0%
Value ($000) $58 Shares 5,000 Est. Cost $4.51 Unrealized 0.0%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $58 Shares 298 Est. Cost $167.30 Unrealized 0.0%
VOOG Vanguard S P Growth 0.0%
Value ($000) $57 Shares 272 Est. Cost $147.60 Unrealized
EL Estee Lauder Cos IncThe 0.0%
Value ($000) $57 Shares 259 Est. Cost $174.90 Unrealized +9.1%
Knowledge Leaders Developed 0.0%
Value ($000) $55 Shares 1,462 Est. Cost $37.62 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $54 Shares 622 Est. Cost $56.88 Unrealized +34.2%
Five Below Inc 0.0%
Value ($000) $54 Shares 427 Est. Cost $126.46 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $54 Shares 1,364 Est. Cost $41.29 Unrealized -25.7%
KLAC KLA Corp 0.0%
Value ($000) $53 Shares 275 Est. Cost $155.73 Unrealized +19.5%
Builders Firstsource Inc 0.0%
Value ($000) $53 Shares 1,615 Est. Cost $32.82 Unrealized
LIND Capital Acquisition Corp II 0.0%
Value ($000) $52 Shares 6,061 Est. Cost $13.80 Unrealized -38.4%
MS Morgan Stanley 0.0%
Value ($000) $52 Shares 1,077 Est. Cost $40.13 Unrealized +6.0%
RSP Invesco SP 500 Equal Weight 0.0%
Value ($000) $51 Shares 476 Est. Cost $5704.70 Unrealized
Constellation Brands Inc A 0.0%
Value ($000) $50 Shares 266 Est. Cost $206.10 Unrealized
Trane Technologies PLC 0.0%
Value ($000) $49 Shares 400 Est. Cost $122.50 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $49 Shares 298 Est. Cost $129.93 Unrealized +7.7%
MHK Mohawk Industries Inc 0.0%
Value ($000) $49 Shares 500 Est. Cost $89.92 Unrealized 0.0%
AON Aon PLC 0.0%
Value ($000) $48 Shares 230 Est. Cost $178.56 Unrealized +7.4%
ETN Eaton Corp plc 0.0%
Value ($000) $48 Shares 473 Est. Cost $89.17 Unrealized 0.0%
iShares Trust iShares ESG Awar 0.0%
Value ($000) $48 Shares 632 Est. Cost $75.95 Unrealized
BURL Burlington Stores Inc 0.0%
Value ($000) $48 Shares 233 Est. Cost $194.78 Unrealized 0.0%
CPB Campbell Soup Co 0.0%
Value ($000) $48 Shares 990 Est. Cost $37.15 Unrealized +11.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $47 Shares 149 Est. Cost $317.67 Unrealized -6.2%
DRI Darden Restaurants Inc 0.0%
Value ($000) $47 Shares 469 Est. Cost $60.40 Unrealized +17.1%
CI Cigna Corp 0.0%
Value ($000) $47 Shares 280 Est. Cost $153.96 Unrealized +4.6%
LUV Southwest Airlines Co 0.0%
Value ($000) $46 Shares 1,239 Est. Cost $29.57 Unrealized +11.8%
WH Wyndham Hotels Resorts Inc 0.0%
Value ($000) $45 Shares 884 Est. Cost $40.78 Unrealized +19.8%
OMC Omnicom Group Inc 0.0%
Value ($000) $45 Shares 900 Est. Cost $44.01 Unrealized 0.0%
Twilio Inc 0.0%
Value ($000) $45 Shares 183 Est. Cost $144.73 Unrealized
CGBD TCG BDC Inc 0.0%
Value ($000) $45 Shares 5,057 Est. Cost $6.37 Unrealized -28.4%
Util Slct Sector SPDR Fund 0.0%
Value ($000) $45 Shares 757 Est. Cost $65.04 Unrealized
LEA Lear Corp 0.0%
Value ($000) $44 Shares 400 Est. Cost $107.46 Unrealized -5.3%
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $43 Shares 1,297 Est. Cost $39.32 Unrealized
FedEx Corp 0.0%
Value ($000) $43 Shares 172 Est. Cost $8692.70 Unrealized
Cooper Companies Inc 0.0%
Value ($000) $42 Shares 125 Est. Cost $336.00 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $42 Shares 520 Est. Cost $29.37 Unrealized +34.5%
MCHP Microchip Technology Inc 0.0%
Value ($000) $42 Shares 411 Est. Cost $43.15 Unrealized +8.5%
HAS Hasbro Inc 0.0%
Value ($000) $41 Shares 500 Est. Cost $83.18 Unrealized -24.6%
Chubb Ltd 0.0%
Value ($000) $41 Shares 350 Est. Cost $127.32 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $41 Shares 2,595 Est. Cost $6.35 Unrealized +15.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $40 Shares 3,256 Est. Cost $12.18 Unrealized -16.9%
APD Air Products Chemicals Inc 0.0%
Value ($000) $40 Shares 132 Est. Cost $194.21 Unrealized +29.6%
FMC FMC Corp 0.0%
Value ($000) $40 Shares 375 Est. Cost $77.70 Unrealized +16.8%
UPS United Parcel Srvc 0.0%
Value ($000) $39 Shares 233 Est. Cost $108.34 Unrealized +8.3%
XBI SPDR SP Biotech ETF 0.0%
Value ($000) $39 Shares 351 Est. Cost $82.59 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $39 Shares 441 Est. Cost $61.62 Unrealized +34.7%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $39 Shares 287 Est. Cost $123.33 Unrealized +1.3%
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $38 Shares 314 Est. Cost $113.04 Unrealized +7.9%
Liberty Braves Group 0.0%
Value ($000) $38 Shares 1,795 Est. Cost $27.78 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $38 Shares 1,250 Est. Cost $24.75 Unrealized +13.3%
BIP Brookfield Infrastructure Partners LP 0.0%
Value ($000) $38 Shares 799 Est. Cost $38.73 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $38 Shares 447 Est. Cost $73.30 Unrealized +12.6%
Global Pmts Inc 0.0%
Value ($000) $38 Shares 215 Est. Cost $182.20 Unrealized
VGT Vanguard Information Technology Index Fd 0.0%
Value ($000) $37 Shares 119 Est. Cost $250.24 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $37 Shares 603 Est. Cost $50.05 Unrealized +4.1%
Match Group Inc 0.0%
Value ($000) $37 Shares 335 Est. Cost $110.45 Unrealized
C H Robinson Worldwide Inc 0.0%
Value ($000) $37 Shares 362 Est. Cost $66.56 Unrealized
LLY Eli Lilly Co 0.0%
Value ($000) $36 Shares 243 Est. Cost $107.60 Unrealized +35.5%
EXPD Expeditors Intl Of Washington Inc 0.0%
Value ($000) $36 Shares 403 Est. Cost $66.61 Unrealized +20.1%
MAR Marriott Intl Inc New 0.0%
Value ($000) $35 Shares 374 Est. Cost $126.83 Unrealized -28.3%
BIO Bio Rad Laboratories Inc 0.0%
Value ($000) $35 Shares 67 Est. Cost $367.68 Unrealized +37.8%
Cerner Corp 0.0%
Value ($000) $35 Shares 481 Est. Cost $64.93 Unrealized
CTSH Cognizant Tech Solutions Cl A 0.0%
Value ($000) $35 Shares 511 Est. Cost $56.34 Unrealized +6.4%
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $35 Shares 235 Est. Cost $95708.43 Unrealized
DHI D R Horton Inc 0.0%
Value ($000) $34 Shares 449 Est. Cost $64.70 Unrealized 0.0%
FLO Flowers Foods Inc 0.0%
Value ($000) $34 Shares 1,391 Est. Cost $17.07 Unrealized +9.3%
WM Waste Management Inc 0.0%
Value ($000) $34 Shares 298 Est. Cost $98.14 Unrealized +3.3%
Paycom Software Inc 0.0%
Value ($000) $33 Shares 105 Est. Cost $311.84 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $33 Shares 236 Est. Cost $104.43 Unrealized +10.3%
Intuitive Surgical Inc 0.0%
Value ($000) $33 Shares 47 Est. Cost $533.28 Unrealized
LULU Lululemon Athletica Inc WI 0.0%
Value ($000) $33 Shares 100 Est. Cost $213.14 Unrealized +56.6%
ADSK Autodesk Inc 0.0%
Value ($000) $33 Shares 143 Est. Cost $148.51 Unrealized +60.0%
LMT Lockheed Martin 0.0%
Value ($000) $32 Shares 84 Est. Cost $329.03 Unrealized 0.0%
KR Kroger Co 0.0%
Value ($000) $32 Shares 948 Est. Cost $25.60 Unrealized +20.3%
Truist Financial Corp 0.0%
Value ($000) $32 Shares 831 Est. Cost $56.13 Unrealized
Kellogg Co 0.0%
Value ($000) $32 Shares 500 Est. Cost $52.29 Unrealized 0.0%
COR AmerisourceBergen Corp 0.0%
Value ($000) $32 Shares 327 Est. Cost $85.71 Unrealized +1.9%
DOX Amdocs Ltd 0.0%
Value ($000) $32 Shares 558 Est. Cost $59.14 Unrealized -9.8%
IYW iShares USTechnology ETF 0.0%
Value ($000) $32 Shares 107 Est. Cost $204.48 Unrealized
SWK Stanley Black Decker Inc 0.0%
Value ($000) $32 Shares 200 Est. Cost $116.50 Unrealized +12.6%
MGA Magna Intl Cl A 0.0%
Value ($000) $32 Shares 700 Est. Cost $40.55 Unrealized 0.0%
KKR KKR Co Inc 0.0%
Value ($000) $32 Shares 929 Est. Cost $24.68 Unrealized +34.9%
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $32 Shares 565 Est. Cost $44.93 Unrealized +8.1%
DOV Dover Corp 0.0%
Value ($000) $31 Shares 285 Est. Cost $98.38 Unrealized +1.4%
CLX Clorox Co 0.0%
Value ($000) $31 Shares 146 Est. Cost $137.80 Unrealized +37.1%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $31 Shares 56 Est. Cost $334.59 Unrealized +80.2%
WERN Werner Enterprises 0.0%
Value ($000) $31 Shares 728 Est. Cost $37.08 Unrealized +19.4%
H Hyatt Hotels Corp 0.0%
Value ($000) $31 Shares 579 Est. Cost $52.60 Unrealized +0.8%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $31 Shares 197 Est. Cost $154.78 Unrealized +1.3%
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $30 Shares 110 Est. Cost $205.26 Unrealized +34.4%
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $30 Shares 459 Est. Cost $31.48 Unrealized
KHC Kraft Heinz Co Com Stk 0.0%
Value ($000) $30 Shares 1,018 Est. Cost $20.92 Unrealized +23.7%
iShares Core Total Intl Stock 0.0%
Value ($000) $30 Shares 507 Est. Cost $55.15 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $30 Shares 542 Est. Cost $55.35 Unrealized
CPS Cooper Standard Holding Inc 0.0%
Value ($000) $30 Shares 2,273 Est. Cost $13.91 Unrealized 0.0%
ALGN Align Technology Inc 0.0%
Value ($000) $29 Shares 90 Est. Cost $305.27 Unrealized 0.0%
BDX Becton Dickinson Co 0.0%
Value ($000) $29 Shares 123 Est. Cost $225.41 Unrealized -0.0%
CAG ConAgra Brands Inc 0.0%
Value ($000) $29 Shares 803 Est. Cost $25.70 Unrealized +12.7%
NVO NovoNordisk AS Spons ADR 0.0%
Value ($000) $28 Shares 407 Est. Cost $68.80 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $28 Shares 239 Est. Cost $100.85 Unrealized +5.6%
Foot Locker Inc 0.0%
Value ($000) $28 Shares 839 Est. Cost $33.37 Unrealized
FI Enhanced Large Cap Growth 0.0%
Value ($000) $28 Shares 62 Est. Cost $190.05 Unrealized
FBIN Fortune Brands Home Security Inc 0.0%
Value ($000) $28 Shares 329 Est. Cost $61.65 Unrealized 0.0%
ILMN Illumina Inc 0.0%
Value ($000) $27 Shares 88 Est. Cost $291.84 Unrealized +18.1%
Coupa Software Inc 0.0%
Value ($000) $27 Shares 100 Est. Cost $171.60 Unrealized
IBM Intl Business Machines Corp 0.0%
Value ($000) $27 Shares 225 Est. Cost $98.69 Unrealized -4.9%
KMB Kimberly Clark Corp 0.0%
Value ($000) $26 Shares 178 Est. Cost $122.02 Unrealized +1.2%
Novartis AG 0.0%
Value ($000) $26 Shares 300 Est. Cost $86.67 Unrealized
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $26 Shares 229 Est. Cost $89.66 Unrealized
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $26 Shares 182 Est. Cost $97.05 Unrealized +30.8%
INTC Intel Corp 0.0%
Value ($000) $25 Shares 486 Est. Cost $49.86 Unrealized -6.7%
SJM Smucker J M Co 0.0%
Value ($000) $25 Shares 218 Est. Cost $88.12 Unrealized +6.0%
NVDA NVIDIA Corp 0.0%
Value ($000) $25 Shares 46 Est. Cost $6.78 Unrealized +71.0%
TMUS TMobile USA Inc 0.0%
Value ($000) $25 Shares 218 Est. Cost $79.98 Unrealized +33.9%
IFF Intl Flavors Fragrances Inc 0.0%
Value ($000) $24 Shares 200 Est. Cost $107.48 Unrealized -0.0%
HRL Hormel Foods 0.0%
Value ($000) $24 Shares 490 Est. Cost $38.59 Unrealized +11.6%
ONE Gas Inc 0.0%
Value ($000) $23 Shares 335 Est. Cost $68.66 Unrealized
Alteryx Inc 0.0%
Value ($000) $23 Shares 203 Est. Cost $104.90 Unrealized
Skyworks Solutions Inc 0.0%
Value ($000) $23 Shares 155 Est. Cost $122.58 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $23 Shares 212 Est. Cost $86.90 Unrealized 0.0%
SPGI SP Global Inc 0.0%
Value ($000) $23 Shares 64 Est. Cost $297.21 Unrealized +13.5%
OC Owens Corning 0.0%
Value ($000) $22 Shares 324 Est. Cost $64.12 Unrealized 0.0%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $22 Shares 795 Est. Cost $21.57 Unrealized
TSM Taiwan Semiconductor Mfg Co 0.0%
Value ($000) $22 Shares 267 Est. Cost $82.40 Unrealized
Sanofi Aventis ADR 0.0%
Value ($000) $21 Shares 410 Est. Cost $51.22 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $21 Shares 569 Est. Cost $41.18 Unrealized -21.3%
Datadog Inc 0.0%
Value ($000) $20 Shares 195 Est. Cost $51.94 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $20 Shares 97 Est. Cost $170.39 Unrealized +6.8%
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $20 Shares 600 Est. Cost $12.12 Unrealized +128.1%
AAXJ iShares MSCI All Country Asia 0.0%
Value ($000) $19 Shares 250 Est. Cost $64.00 Unrealized
XLV Health Care Slct Sector SPDR Fd 0.0%
Value ($000) $19 Shares 182 Est. Cost $102.22 Unrealized
EMR Emerson Elec Co 0.0%
Value ($000) $19 Shares 287 Est. Cost $56.17 Unrealized +4.6%
MAS Masco Corp 0.0%
Value ($000) $19 Shares 342 Est. Cost $51.02 Unrealized 0.0%
Ishares Core Msci Emerging Mkts 0.0%
Value ($000) $18 Shares 349 Est. Cost $9238.86 Unrealized
Seaworld Entmt Inc 0.0%
Value ($000) $18 Shares 931 Est. Cost $20.95 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $17 Shares 216 Est. Cost $78.70 Unrealized
BA Boeing CoThe 0.0%
Value ($000) $17 Shares 100 Est. Cost $170.93 Unrealized -0.3%
Wix com Ltd 0.0%
Value ($000) $16 Shares 63 Est. Cost $253.97 Unrealized
SCHA Schwab US SmallCap ETF 0.0%
Value ($000) $16 Shares 236 Est. Cost $627.28 Unrealized
Seagate Technology Inc 0.0%
Value ($000) $16 Shares 315 Est. Cost $50.79 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $16 Shares 188 Est. Cost $38.15 Unrealized +20.5%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $15 Shares 498 Est. Cost $50.78 Unrealized -40.6%
LAM Research Corp 0.0%
Value ($000) $15 Shares 45 Est. Cost $333.33 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $15 Shares 111 Est. Cost $155.87 Unrealized -15.9%
G III Apparel Group Ltd 0.0%
Value ($000) $14 Shares 1,052 Est. Cost $13.31 Unrealized
DEO Diageo PLC ADR New 0.0%
Value ($000) $14 Shares 100 Est. Cost $160.63 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 210 Est. Cost $63.93 Unrealized
Cedar Fair LP Dep Units 0.0%
Value ($000) $13 Shares 446 Est. Cost $57.92 Unrealized
XLP Consumer Staples Slct Sector SPDR Fd 0.0%
Value ($000) $12 Shares 189 Est. Cost $54.09 Unrealized
First Citizens Bancshares Cl A 0.0%
Value ($000) $12 Shares 38 Est. Cost $394.74 Unrealized
CSX CSX Corp 0.0%
Value ($000) $12 Shares 150 Est. Cost $22.62 Unrealized +1.5%
ESLT Elbit Systems Ltd 0.0%
Value ($000) $12 Shares 100 Est. Cost $147.64 Unrealized -15.3%
Arconic Corp 0.0%
Value ($000) $11 Shares 588 Est. Cost $13.61 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $11 Shares 50 Est. Cost $188.39 Unrealized +8.1%
Avangrid Inc 0.0%
Value ($000) $11 Shares 223 Est. Cost $49.33 Unrealized
Essential Utilities Inc 0.0%
Value ($000) $10 Shares 248 Est. Cost $40.32 Unrealized
SCHG Schwab US Large Cap Growth ETF 0.0%
Value ($000) $10 Shares 85 Est. Cost $117.65 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $10 Shares 117 Est. Cost $129.73 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $10 Shares 67 Est. Cost $126.81 Unrealized 0.0%
Duke Energy Corp 0.0%
Value ($000) $9 Shares 103 Est. Cost $87.38 Unrealized
PM Philip Morris Intl 0.0%
Value ($000) $9 Shares 115 Est. Cost $59.34 Unrealized -0.8%
JD com Inc 0.0%
Value ($000) $9 Shares 122 Est. Cost $73.77 Unrealized
CVLT Commvault Systems Inc 0.0%
Value ($000) $9 Shares 229 Est. Cost $43.17 Unrealized -4.7%
Seacor Marine Holdings 0.0%
Value ($000) $8 Shares 3,800 Est. Cost $12.63 Unrealized
MORN Morningstar Inc 0.0%
Value ($000) $8 Shares 49 Est. Cost $141.17 Unrealized +11.9%
Liberty Braves Group 0.0%
Value ($000) $8 Shares 373 Est. Cost $26.81 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $8 Shares 18 Est. Cost $91.30 Unrealized +29.3%
TR Tootsie Roll Industries Inc 0.0%
Value ($000) $7 Shares 242 Est. Cost $30.56 Unrealized -10.0%
MKC McCormick & Co Inc 0.0%
Value ($000) $7 Shares 34 Est. Cost $87.66 Unrealized 0.0%
HE Hawaiian Elec Inds Inc 0.0%
Value ($000) $7 Shares 207 Est. Cost $35.06 Unrealized 0.0%
American Airlines Group Inc 0.0%
Value ($000) $7 Shares 555 Est. Cost $41.61 Unrealized
ARW Arrow Electronics Inc 0.0%
Value ($000) $7 Shares 90 Est. Cost $73.87 Unrealized 0.0%
Black Knight Inc 0.0%
Value ($000) $7 Shares 79 Est. Cost $88.61 Unrealized
MKL Markel Corp 0.0%
Value ($000) $7 Shares 7 Est. Cost $1015.77 Unrealized 0.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $7 Shares 235 Est. Cost $64.81 Unrealized -53.1%
MCY Mercury General Corp 0.0%
Value ($000) $7 Shares 170 Est. Cost $45.63 Unrealized -5.8%
Everest Re Group Ltd 0.0%
Value ($000) $7 Shares 36 Est. Cost $194.44 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $82.64 Unrealized
CNA CNA Financial Corp 0.0%
Value ($000) $6 Shares 208 Est. Cost $20.88 Unrealized +6.0%
NEO NeoGenomics Inc 0.0%
Value ($000) $6 Shares 150 Est. Cost $23.81 Unrealized +56.1%
AD US Cellular Corp 0.0%
Value ($000) $6 Shares 189 Est. Cost $18.77 Unrealized +1.2%
DuPont De Nemours Inc 0.0%
Value ($000) $6 Shares 107 Est. Cost $62.18 Unrealized
TE Connectivity 0.0%
Value ($000) $6 Shares 62 Est. Cost $98.77 Unrealized
DLB Dolby Laboratories Inc 0.0%
Value ($000) $6 Shares 90 Est. Cost $61.48 Unrealized +1.6%
GlaxoSmithKline ADR 0.0%
Value ($000) $6 Shares 159 Est. Cost $37.74 Unrealized
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $6 Shares 72 Est. Cost $56.71 Unrealized
NVAX Novavax Inc 0.0%
Value ($000) $6 Shares 56 Est. Cost $121.82 Unrealized 0.0%
Teladoc Health Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $181.88 Unrealized
ZM Zoom Video Comm CL A 0.0%
Value ($000) $5 Shares 11 Est. Cost $319.79 Unrealized 0.0%
Zoetis Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $125.00 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $5 Shares 119 Est. Cost $39.32 Unrealized -2.0%
THG Hanover Insurance Group Inc 0.0%
Value ($000) $5 Shares 53 Est. Cost $85.74 Unrealized +1.9%
ENB Enbridge Inc 0.0%
Value ($000) $5 Shares 184 Est. Cost $22.00 Unrealized 0.0%
BAH Booz Allen Hamilton Holding Co 0.0%
Value ($000) $5 Shares 64 Est. Cost $66.02 Unrealized +12.0%
Brookfield Infst Corp 0.0%
Value ($000) $5 Shares 88 Est. Cost $45.45 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $5 Shares 69 Est. Cost $79.47 Unrealized -23.2%
Raytheon Technologies Corp 0.0%
Value ($000) $5 Shares 85 Est. Cost $61.86 Unrealized
iShares Core MSCI Europe ETF 0.0%
Value ($000) $5 Shares 117 Est. Cost $34.48 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $177.82 Unrealized -11.6%
Altria Group Inc 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
BK Bank of NY Mellon Corp 0.0%
Value ($000) $4 Shares 126 Est. Cost $31.16 Unrealized +0.1%
OReilly Automotive Inc 0.0%
Value ($000) $4 Shares 8 Est. Cost $281.25 Unrealized
LSTR Landstar Systems Inc 0.0%
Value ($000) $4 Shares 34 Est. Cost $112.46 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $4 Shares 165 Est. Cost $23.25 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $4 Shares 12 Est. Cost $61.88 Unrealized +17.8%
GLW Corning Inc 0.0%
Value ($000) $4 Shares 125 Est. Cost $23.81 Unrealized +12.0%
WDC Western Digital Corp 0.0%
Value ($000) $4 Shares 98 Est. Cost $51.21 Unrealized -42.2%
KO Coca Cola Co 0.0%
Value ($000) $4 Shares 90 Est. Cost $40.24 Unrealized +1.4%
GWW W W Grainger Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $324.27 Unrealized 0.0%
Mylan NV Ordinary 0.0%
Value ($000) $4 Shares 265 Est. Cost $15.11 Unrealized
RNR RenaissanceRe Hldgs Ltd 0.0%
Value ($000) $4 Shares 22 Est. Cost $176.87 Unrealized 0.0%
Schneider National Inc 0.0%
Value ($000) $4 Shares 168 Est. Cost $22.68 Unrealized
UNM Unum Group 0.0%
Value ($000) $4 Shares 234 Est. Cost $15.78 Unrealized +12.7%
CARR Carrier Global Corp 0.0%
Value ($000) $3 Shares 84 Est. Cost $26.37 Unrealized 0.0%
SHW Sherwin Williams Co 0.0%
Value ($000) $3 Shares 5 Est. Cost $177.94 Unrealized +17.0%
SEB Seaboard Corp 0.0%
Value ($000) $3 Shares 1 Est. Cost $3561.07 Unrealized -21.4%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $5416.70 Unrealized
GDDY GoDaddy Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $66.17 Unrealized +13.9%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $3 Shares 42 Est. Cost $56.47 Unrealized 0.0%
ODFL Old Dominion Freight Line 0.0%
Value ($000) $3 Shares 15 Est. Cost $63.35 Unrealized +44.5%
BXMT Blackstone Mtg Tst Inc 0.0%
Value ($000) $3 Shares 150 Est. Cost $33.33 Unrealized
XLE Energy Select Sector SPDR Fd 0.0%
Value ($000) $3 Shares 96 Est. Cost $35.54 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $3 Shares 23 Est. Cost $91.48 Unrealized +27.7%
SNPS Synopsys Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $165.04 Unrealized +23.4%
SolarWinds Corp 0.0%
Value ($000) $2 Shares 98 Est. Cost $20.41 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.35 Unrealized
ED Cons Edison Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $60.79 Unrealized 0.0%
EBAY Ebay Inc 0.0%
Value ($000) $2 Shares 43 Est. Cost $32.64 Unrealized +53.9%
GHC Graham Holdings Co 0.0%
Value ($000) $2 Shares 4 Est. Cost $331.53 Unrealized +14.5%
ERIE Erie Indemnity Co Cl A 0.0%
Value ($000) $2 Shares 11 Est. Cost $189.33 Unrealized 0.0%
EQIX Equinix Inc 0.0%
Value ($000) $2 Shares 2 Est. Cost $507.23 Unrealized +34.8%
Nuveen AMT Free Quality Muni Inc Fd 0.0%
Value ($000) $2 Shares 164 Est. Cost $12.20 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 23 Est. Cost $70.39 Unrealized -28.4%
SIGI Selective Insurance Group Inc 0.0%
Value ($000) $2 Shares 47 Est. Cost $46.27 Unrealized +9.4%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $48.17 Unrealized +54.1%
CRMD Cormedix Inc 0.0%
Value ($000) $2 Shares 400 Est. Cost $9.02 Unrealized -44.3%
VXUS Vanguard Total Intl Stock ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $1180.08 Unrealized
USO United States Oil Fd 0.0%
Value ($000) $2 Shares 82 Est. Cost $24.39 Unrealized
VOD Vodafone Group Plc ADR New 0.0%
Value ($000) $2 Shares 117 Est. Cost $19.49 Unrealized
BEP Brookfield Renewable Pwr Fund 0.0%
Value ($000) $2 Shares 41 Est. Cost $49.97 Unrealized
Xilinx Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $20571.83 Unrealized
WSO Watsco Inc Com 0.0%
Value ($000) $2 Shares 9 Est. Cost $225.27 Unrealized 0.0%
TRMK Trustmark Corp 0.0%
Value ($000) $1 Shares 70 Est. Cost $19.46 Unrealized 0.0%
BP BP PLC ADR 0.0%
Value ($000) $1 Shares 57 Est. Cost $9748.60 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $1 Shares 8 Est. Cost $26.36 Unrealized 0.0%
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.16 Unrealized -27.1%
IXN iShares Global Tech ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
NTCT Netscout Systems Inc 0.0%
Value ($000) $1 Shares 44 Est. Cost $24.16 Unrealized 0.0%
General Elec Co 0.0%
Value ($000) $1 Shares 196 Est. Cost $222.90 Unrealized
Equity Commonwealth 0.0%
Value ($000) $1 Shares 44 Est. Cost $34.57 Unrealized
Prestige Consumer Healthcare I 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
SATS EchoStar Holding Corp 0.0%
Value ($000) $1 Shares 42 Est. Cost $27.88 Unrealized 0.0%
DOW Dow Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $32.55 Unrealized +2.8%
Brookfield Asset Management Inc 0.0%
Value ($000) $1 Shares 37 Est. Cost $47.23 Unrealized
Arch Resources Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
Corteva Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $27.78 Unrealized
RVTY PerkinElmer Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $113.55 Unrealized 0.0%
NYT NY Times Co Cl A 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.53 Unrealized 0.0%
NY Cmmty Bancorp Inc 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.26 Unrealized
Exxon Mobil 0.0%
Value ($000) $1 Shares 40 Est. Cost $1549.73 Unrealized
GPRO GoPro Inc Cl A 0.0%
Value ($000) $1 Shares 230 Est. Cost $4.69 Unrealized +0.1%
iShares Edge MSCI USA Value Fctr 0.0%
Value ($000) $1 Shares 13 Est. Cost $81.59 Unrealized
iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $34.83 Unrealized
ALL Allstate CorpThe 0.0%
Value ($000) $1 Shares 12 Est. Cost $93.87 Unrealized -12.9%
TDS Telephone and Data Systems Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.04 Unrealized 0.0%
HAIN Hain Celestial Group 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.95 Unrealized +32.7%
RGLD Royal Gold Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $103.25 Unrealized +27.2%
Advaxis Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $2090.91 Unrealized
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized +18.9%
FCN FTI Consulting Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.65 Unrealized 0.0%
Exterran Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
IMOS Chipmos Tech Inc ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1000.00 Unrealized
NAVBQ Navidea Biopharm Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $600.00 Unrealized
AROC Archrock Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost $6.85 Unrealized -28.9%