SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 27, 2021

Total Value ($000): $331,548 (100.0% shares, 0.0% debt)

Holdings (439)

SPY SPDR SP 500 ETF Trust 18.5%
Value ($000) $61,203 Shares 163,696 Est. Cost $3454.88 Unrealized
VUG Vanguard Growth ETF 12.6%
Value ($000) $41,738 Shares 164,750 Est. Cost $159.79 Unrealized
IWR iShares Russell MidCap ETF 6.9%
Value ($000) $23,005 Shares 335,597 Est. Cost $67.06 Unrealized
iShares Edge MSCI Min Vol USA 5.1%
Value ($000) $16,816 Shares 247,727 Est. Cost $56.40 Unrealized
IWF iShares Russell 1000 Growth ET 4.9%
Value ($000) $16,101 Shares 66,770 Est. Cost $128.04 Unrealized
BAC Bank of America Corp 4.2%
Value ($000) $13,916 Shares 459,124 Est. Cost $19.83 Unrealized +19.3%
ACWX iShares MSCI ACWI ex US ETF 3.5%
Value ($000) $11,675 Shares 220,121 Est. Cost $2825.44 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 3.5%
Value ($000) $11,478 Shares 33 Est. Cost $313331.60 Unrealized +5.6%
VTEB Vanguard TaxExempt Bond Index 2.9%
Value ($000) $9,460 Shares 171,407 Est. Cost $53.31 Unrealized
VTV Vanguard Value ETF 2.2%
Value ($000) $7,208 Shares 60,590 Est. Cost $7275.61 Unrealized
IJH iShares Core SP Mid Cap ETF 2.0%
Value ($000) $6,655 Shares 28,955 Est. Cost $670.26 Unrealized
AAPL Apple Inc 1.8%
Value ($000) $5,928 Shares 44,677 Est. Cost $92.36 Unrealized +26.7%
IWD iShares Russell 1000 Value ETF 1.8%
Value ($000) $5,851 Shares 42,790 Est. Cost $119.06 Unrealized
VIG Vanguard Dividend Appreciation Index Fd 1.4%
Value ($000) $4,737 Shares 33,552 Est. Cost $119.31 Unrealized
Endava PLC 1.3%
Value ($000) $4,362 Shares 56,831 Est. Cost $54.63 Unrealized
BALL Ball Corp 1.2%
Value ($000) $3,815 Shares 40,938 Est. Cost $57.52 Unrealized +50.8%
IWM iShares Russell 2000 ETF 1.1%
Value ($000) $3,630 Shares 18,515 Est. Cost $137.84 Unrealized
Golub Capital BDC Inc 1.0%
Value ($000) $3,198 Shares 226,192 Est. Cost $16.43 Unrealized
SDY SPDR SP Dividend ETF 0.9%
Value ($000) $2,938 Shares 27,736 Est. Cost $94.37 Unrealized
MSFT Microsoft 0.8%
Value ($000) $2,783 Shares 12,511 Est. Cost $107.42 Unrealized +91.8%
VYM Vanguard HY ETF 0.8%
Value ($000) $2,754 Shares 30,100 Est. Cost $73.62 Unrealized
VT Vanguard Total World Stock Index Fd 0.7%
Value ($000) $2,438 Shares 26,331 Est. Cost $2632.90 Unrealized
CCI Crown Castle Intl Corp 0.7%
Value ($000) $2,300 Shares 14,446 Est. Cost $77.50 Unrealized +64.9%
IWV iShares Russell 3000 ETF 0.7%
Value ($000) $2,289 Shares 10,237 Est. Cost $19662.60 Unrealized
HON Honeywell Intl Inc 0.7%
Value ($000) $2,194 Shares 10,317 Est. Cost $138.50 Unrealized +18.2%
IWO iShares Russell 2000 Growth ET 0.6%
Value ($000) $2,122 Shares 7,400 Est. Cost $185.03 Unrealized
VEA Vanguard FTSE Developed Mrkt 0.6%
Value ($000) $1,851 Shares 39,213 Est. Cost $42.20 Unrealized
VBK Vanguard SmallCap Grwth Vipers 0.5%
Value ($000) $1,699 Shares 6,347 Est. Cost $187.96 Unrealized
IWN iShares Russell 2000 Value ETF 0.5%
Value ($000) $1,609 Shares 12,209 Est. Cost $120.48 Unrealized
VOT Vanguard MidCap Growth Index 0.5%
Value ($000) $1,609 Shares 7,589 Est. Cost $160.89 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.5%
Value ($000) $1,566 Shares 8,044 Est. Cost $2139.71 Unrealized
SCHX Schwab US LargeCap ETF 0.4%
Value ($000) $1,423 Shares 15,648 Est. Cost $76.81 Unrealized
VO Vanguard MidCap ETF 0.4%
Value ($000) $1,359 Shares 6,570 Est. Cost $140.78 Unrealized
AMZN Amazon com Inc 0.4%
Value ($000) $1,244 Shares 382 Est. Cost $113.74 Unrealized +40.3%
BND Vanguard Total Bd Market ETF 0.3%
Value ($000) $1,086 Shares 12,309 Est. Cost $86.30 Unrealized
VB Vanguard SmallCap ETF 0.3%
Value ($000) $1,081 Shares 5,552 Est. Cost $141.06 Unrealized
SCHM Schwab U S MidCap ETF 0.3%
Value ($000) $1,065 Shares 15,618 Est. Cost $364.02 Unrealized
IWP iShares Russell MidCap Growth 0.3%
Value ($000) $1,033 Shares 10,062 Est. Cost $107.74 Unrealized
Twitter Inc 0.3%
Value ($000) $978 Shares 18,063 Est. Cost $40.74 Unrealized
VCSH Vanguard Scottsdale Fd ST Crp Bd Idx 0.3%
Value ($000) $862 Shares 10,354 Est. Cost $79.37 Unrealized
VOO Vanguard SP 500 ETF 0.3%
Value ($000) $861 Shares 2,504 Est. Cost $302.84 Unrealized
CPRT Copart Inc 0.2%
Value ($000) $804 Shares 6,320 Est. Cost $21.94 Unrealized +32.8%
MRK Merck Co New 0.2%
Value ($000) $765 Shares 9,354 Est. Cost $57.81 Unrealized +12.2%
JNJ Johnson Johnson Co 0.2%
Value ($000) $730 Shares 4,640 Est. Cost $115.70 Unrealized +10.2%
META Facebook Inc Cl A 0.2%
Value ($000) $707 Shares 2,590 Est. Cost $202.98 Unrealized +34.1%
JPMorgan Chase Co 0.2%
Value ($000) $684 Shares 5,381 Est. Cost $2940.87 Unrealized
VOE Vanguard MC Value Index Fd ETF 0.2%
Value ($000) $659 Shares 5,536 Est. Cost $110.52 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $651 Shares 2,450 Est. Cost $177.21 Unrealized +36.8%
IVW iShares SP 500 Growth ETF 0.2%
Value ($000) $629 Shares 9,857 Est. Cost $226.97 Unrealized
Vertiv Holdings LLC 0.2%
Value ($000) $625 Shares 33,458 Est. Cost $12.20 Unrealized
VGT Vanguard Information Technology Index Fd 0.2%
Value ($000) $615 Shares 1,738 Est. Cost $346.76 Unrealized
IVV iShares Core SP 500 ETF 0.2%
Value ($000) $605 Shares 1,612 Est. Cost $264.73 Unrealized
VOOG Vanguard S P Growth 0.2%
Value ($000) $593 Shares 2,575 Est. Cost $221.56 Unrealized
Pinnacle Financial Partners 0.2%
Value ($000) $580 Shares 9,000 Est. Cost $64.44 Unrealized
MGC Vanguard Mega Cap ETF 0.2%
Value ($000) $563 Shares 4,221 Est. Cost $133.38 Unrealized
DIS Walt Disney 0.2%
Value ($000) $558 Shares 3,077 Est. Cost $115.81 Unrealized +21.1%
Netflix Com Inc 0.2%
Value ($000) $544 Shares 1,006 Est. Cost $366.27 Unrealized
Invesco QQQ Trust Series 1 0.2%
Value ($000) $540 Shares 1,722 Est. Cost $17436.72 Unrealized
GLD SPDR Gold Trust ETF 0.2%
Value ($000) $526 Shares 2,950 Est. Cost $178.31 Unrealized
Z Zillow Grp Inc Cl C 0.2%
Value ($000) $519 Shares 3,997 Est. Cost $62.10 Unrealized +78.1%
VWO Vanguard FTSE Emg Mkts 0.2%
Value ($000) $516 Shares 10,304 Est. Cost $3482.88 Unrealized
EEM iShares MSCI Emerging Mkts 0.2%
Value ($000) $510 Shares 9,864 Est. Cost $39.42 Unrealized
Alphabet Inc Cl A 0.1%
Value ($000) $496 Shares 283 Est. Cost $1220.04 Unrealized
CLVT Clarivate Analytics PLC 0.1%
Value ($000) $466 Shares 15,672 Est. Cost $23.31 Unrealized +26.7%
AZO AutoZone Inc 0.1%
Value ($000) $458 Shares 386 Est. Cost $1126.21 Unrealized +2.8%
3M Co 0.1%
Value ($000) $441 Shares 2,525 Est. Cost $207.17 Unrealized
Alphabet Inc Cl C 0.1%
Value ($000) $424 Shares 242 Est. Cost $1254.69 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $407 Shares 3,720 Est. Cost $54.12 Unrealized +83.4%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $406 Shares 1,915 Est. Cost $212.01 Unrealized
MLM Martin Marietta Materials 0.1%
Value ($000) $391 Shares 1,377 Est. Cost $245.34 Unrealized +5.1%
V Visa Inc Class A Shs 0.1%
Value ($000) $386 Shares 1,762 Est. Cost $159.56 Unrealized +23.6%
QCOM Qualcomm Inc 0.1%
Value ($000) $367 Shares 2,409 Est. Cost $63.57 Unrealized +96.2%
Liberty SiriusXM Group 0.1%
Value ($000) $350 Shares 8,050 Est. Cost $38.45 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $348 Shares 1,318 Est. Cost $169.65 Unrealized
GrubHub Inc 0.1%
Value ($000) $345 Shares 4,650 Est. Cost $60.01 Unrealized
VEU Vanguard FTSE AllWorld ExUS 0.1%
Value ($000) $341 Shares 5,836 Est. Cost $53.68 Unrealized
MDY SPDR SP MidCap 400 ETF Trust 0.1%
Value ($000) $330 Shares 785 Est. Cost $360.86 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $321 Shares 1,369 Est. Cost $109.03 Unrealized +89.6%
IYW iShares USTechnology ETF 0.1%
Value ($000) $315 Shares 3,704 Est. Cost $88.49 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $313 Shares 880 Est. Cost $35.81 Unrealized +30.5%
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $302 Shares 1,303 Est. Cost $205.47 Unrealized +7.2%
Salesforce com Inc 0.1%
Value ($000) $297 Shares 1,334 Est. Cost $149.86 Unrealized
PG Procter Gamble Co 0.1%
Value ($000) $295 Shares 2,118 Est. Cost $112.41 Unrealized +9.6%
Scientific Games Corp 0.1%
Value ($000) $294 Shares 7,090 Est. Cost $37.00 Unrealized
XLF Financial Select Sector SPDR 0.1%
Value ($000) $285 Shares 9,668 Est. Cost $27.07 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $281 Shares 2,629 Est. Cost $57.23 Unrealized +48.8%
LBRDK Liberty Broadband Ser C 0.1%
Value ($000) $279 Shares 1,763 Est. Cost $112.22 Unrealized +26.9%
PFE Pfizer Inc 0.1%
Value ($000) $273 Shares 7,427 Est. Cost $26.86 Unrealized +6.6%
SPDR SSGA Gender Divrsty Indx ETF 0.1%
Value ($000) $269 Shares 3,000 Est. Cost $81.50 Unrealized
Target Inc 0.1%
Value ($000) $268 Shares 1,516 Est. Cost $130.41 Unrealized
Verizon Communications 0.1%
Value ($000) $268 Shares 4,557 Est. Cost $56.59 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $265 Shares 1,227 Est. Cost $118.70 Unrealized +66.4%
SHOP Shopify Inc 0.1%
Value ($000) $259 Shares 229 Est. Cost $104.97 Unrealized 0.0%
TTWO Take Two Interactive Software Inc 0.1%
Value ($000) $256 Shares 1,234 Est. Cost $139.97 Unrealized +24.9%
CVX ChevronTexaco Corp 0.1%
Value ($000) $253 Shares 2,999 Est. Cost $71.47 Unrealized -9.0%
Nomad Foods Ltd 0.1%
Value ($000) $248 Shares 9,766 Est. Cost $22.04 Unrealized
Uber Technologies Inc 0.1%
Value ($000) $245 Shares 4,800 Est. Cost $30.35 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $242 Shares 3,895 Est. Cost $45.86 Unrealized +9.1%
Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $240 Shares 1,799 Est. Cost $113.97 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $228 Shares 3,301 Est. Cost $64.34 Unrealized
VBR Vanguard Small Cap Vipers 0.1%
Value ($000) $224 Shares 1,573 Est. Cost $131.27 Unrealized
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $221 Shares 4,211 Est. Cost $32.85 Unrealized +26.8%
ABBV AbbVie Inc 0.1%
Value ($000) $217 Shares 2,027 Est. Cost $72.17 Unrealized +9.4%
VMware Inc 0.1%
Value ($000) $213 Shares 1,522 Est. Cost $146.63 Unrealized
OEF iShares S and P 100 ETF 0.1%
Value ($000) $206 Shares 1,197 Est. Cost $172.10 Unrealized
ITRI Itron Inc 0.1%
Value ($000) $196 Shares 2,046 Est. Cost $70.42 Unrealized +9.2%
Marvell Technology Group 0.1%
Value ($000) $192 Shares 4,038 Est. Cost $27.94 Unrealized
VMC Vulcan Materials Co 0.1%
Value ($000) $191 Shares 1,288 Est. Cost $135.04 Unrealized +1.3%
MA Mastercard Inc 0.1%
Value ($000) $188 Shares 525 Est. Cost $232.19 Unrealized +39.3%
Cisco Systems Inc 0.1%
Value ($000) $188 Shares 4,194 Est. Cost $44.19 Unrealized
Liberty Media CorpLiberty Formula One 0.1%
Value ($000) $180 Shares 4,230 Est. Cost $40.40 Unrealized
Moelis Co Cl A 0.1%
Value ($000) $180 Shares 3,843 Est. Cost $35.07 Unrealized
IVE iShares SP 500 Value ETF 0.1%
Value ($000) $179 Shares 1,397 Est. Cost $2837.55 Unrealized
ERIC Ericsson LM Tel Co ADR 0.1%
Value ($000) $172 Shares 14,399 Est. Cost $8.54 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $172 Shares 2,517 Est. Cost $53.75 Unrealized +2.7%
IBB iShares Nasdaq Biotechnology E 0.1%
Value ($000) $169 Shares 1,115 Est. Cost $1016.28 Unrealized
Moderna Inc 0.0%
Value ($000) $164 Shares 1,570 Est. Cost $49.72 Unrealized
EA Electronic Arts 0.0%
Value ($000) $163 Shares 1,133 Est. Cost $111.79 Unrealized +12.2%
CCK Crown Holdings Inc 0.0%
Value ($000) $158 Shares 1,580 Est. Cost $69.95 Unrealized +24.9%
XBI SPDR SP Biotech ETF 0.0%
Value ($000) $158 Shares 1,119 Est. Cost $122.81 Unrealized
LIND Capital Acquisition Corp II 0.0%
Value ($000) $155 Shares 9,074 Est. Cost $13.02 Unrealized -12.1%
IJR iShares Core SP SmallCap ETF 0.0%
Value ($000) $151 Shares 1,641 Est. Cost $1458.93 Unrealized
ON On Semiconductor Corp 0.0%
Value ($000) $148 Shares 4,535 Est. Cost $27.90 Unrealized 0.0%
WMT Walmart Inc 0.0%
Value ($000) $140 Shares 972 Est. Cost $36.67 Unrealized +23.4%
BlackRock Inc 0.0%
Value ($000) $140 Shares 194 Est. Cost $24049.66 Unrealized
CI Cigna Corp 0.0%
Value ($000) $138 Shares 662 Est. Cost $168.66 Unrealized +6.4%
Constellation Brands Inc A 0.0%
Value ($000) $137 Shares 626 Est. Cost $213.43 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $131 Shares 3,250 Est. Cost $31.29 Unrealized +13.1%
CMI Cummins Inc 0.0%
Value ($000) $121 Shares 534 Est. Cost $161.70 Unrealized +22.6%
GOOS Canada Goose Holdings Inc 0.0%
Value ($000) $120 Shares 4,020 Est. Cost $24.62 Unrealized +35.4%
SYK Stryker Corp 0.0%
Value ($000) $119 Shares 485 Est. Cost $188.34 Unrealized +13.9%
LMT Lockheed Martin 0.0%
Value ($000) $119 Shares 334 Est. Cost $321.49 Unrealized -0.8%
Zynga Inc 0.0%
Value ($000) $117 Shares 11,883 Est. Cost $7.81 Unrealized
CPS Cooper Standard Holding Inc 0.0%
Value ($000) $116 Shares 3,345 Est. Cost $18.37 Unrealized +51.5%
ACN Accenture PLC 0.0%
Value ($000) $115 Shares 440 Est. Cost $193.27 Unrealized +15.4%
AGG iShares Core Total US Aggregate 0.0%
Value ($000) $109 Shares 925 Est. Cost $753.16 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $106 Shares 972 Est. Cost $86.68 Unrealized +7.0%
TJX TJX Cos Inc New 0.0%
Value ($000) $103 Shares 1,501 Est. Cost $49.52 Unrealized +14.0%
Unilever PLC 0.0%
Value ($000) $103 Shares 1,700 Est. Cost $60.59 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $102 Shares 1,754 Est. Cost $53.33 Unrealized -7.5%
IWS iShares Russell MidCap Value 0.0%
Value ($000) $102 Shares 1,048 Est. Cost $76.65 Unrealized
IGSB iShares Trust iShares 1 5 Year 0.0%
Value ($000) $102 Shares 1,840 Est. Cost $54.92 Unrealized
UPS United Parcel Srvc 0.0%
Value ($000) $101 Shares 600 Est. Cost $125.81 Unrealized +8.8%
ADBE Adobe Inc 0.0%
Value ($000) $100 Shares 199 Est. Cost $305.38 Unrealized +58.2%
Activision Blizzard Inc 0.0%
Value ($000) $99 Shares 1,071 Est. Cost $68.88 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $95 Shares 204 Est. Cost $302.33 Unrealized +53.0%
VHT Vanguard World Funds Health Care Vipers 0.0%
Value ($000) $93 Shares 417 Est. Cost $193.24 Unrealized
ETN Eaton Corp plc 0.0%
Value ($000) $93 Shares 773 Est. Cost $94.88 Unrealized +9.5%
Sirius XM Holdings Inc 0.0%
Value ($000) $92 Shares 14,400 Est. Cost $6.69 Unrealized
LLY Eli Lilly Co 0.0%
Value ($000) $92 Shares 545 Est. Cost $126.31 Unrealized +11.9%
MCD McDonalds Corp 0.0%
Value ($000) $91 Shares 424 Est. Cost $174.38 Unrealized +10.8%
WFC Wells Fargo Co New 0.0%
Value ($000) $89 Shares 2,942 Est. Cost $41.78 Unrealized -44.9%
CALY Callaway Golf Co 0.0%
Value ($000) $88 Shares 3,685 Est. Cost $20.40 Unrealized 0.0%
ARK Next Generation Internet E 0.0%
Value ($000) $84 Shares 576 Est. Cost $145.83 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $82 Shares 49 Est. Cost $1410.19 Unrealized 0.0%
ARK Innovation ETF 0.0%
Value ($000) $81 Shares 649 Est. Cost $124.81 Unrealized
TSM Taiwan Semiconductor Mfg Co 0.0%
Value ($000) $78 Shares 718 Est. Cost $98.88 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $77 Shares 325 Est. Cost $168.54 Unrealized +21.5%
ATR Aptargroup Inc 0.0%
Value ($000) $76 Shares 554 Est. Cost $116.05 Unrealized 0.0%
LULU Lululemon Athletica Inc WI 0.0%
Value ($000) $75 Shares 216 Est. Cost $285.17 Unrealized +21.8%
TSLA Tesla Inc 0.0%
Value ($000) $74 Shares 105 Est. Cost $157.05 Unrealized +8.7%
FSLR First Solar Inc 0.0%
Value ($000) $74 Shares 750 Est. Cost $86.71 Unrealized 0.0%
SCHD Schwab US Dvd Equity 0.0%
Value ($000) $73 Shares 1,141 Est. Cost $44.61 Unrealized
T ATT Inc 0.0%
Value ($000) $73 Shares 2,524 Est. Cost $17.46 Unrealized -11.9%
Biogen Inc 0.0%
Value ($000) $73 Shares 299 Est. Cost $311.92 Unrealized
AON Aon PLC 0.0%
Value ($000) $72 Shares 342 Est. Cost $184.44 Unrealized +6.6%
KLAC KLA Corp 0.0%
Value ($000) $72 Shares 276 Est. Cost $155.73 Unrealized +41.6%
Oracle Corp 0.0%
Value ($000) $71 Shares 1,103 Est. Cost $56.11 Unrealized
CDW CorpDE 0.0%
Value ($000) $69 Shares 525 Est. Cost $122.34 Unrealized
Costco Wholesale Corp 0.0%
Value ($000) $68 Shares 179 Est. Cost $18030.70 Unrealized
DIA SPDR Dow Jones Industrial Average 0.0%
Value ($000) $68 Shares 221 Est. Cost $307.69 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $67 Shares 735 Est. Cost $71.16 Unrealized +16.6%
SSNC SSC Technologies Holdings Inc 0.0%
Value ($000) $67 Shares 918 Est. Cost $67.03 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value ($000) $67 Shares 302 Est. Cost $110.66 Unrealized +77.1%
SCI Service Corp Intl 0.0%
Value ($000) $66 Shares 1,347 Est. Cost $47.47 Unrealized 0.0%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $66 Shares 690 Est. Cost $92.35 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $66 Shares 1,351 Est. Cost $14.41 Unrealized +43.8%
NTR Nutrien Ltd 0.0%
Value ($000) $66 Shares 1,377 Est. Cost $41.29 Unrealized -8.7%
ALB Albemarle Corp 0.0%
Value ($000) $65 Shares 442 Est. Cost $61.62 Unrealized +81.2%
RVTY PerkinElmer Inc 0.0%
Value ($000) $65 Shares 453 Est. Cost $131.13 Unrealized +0.3%
GDDY GoDaddy Inc 0.0%
Value ($000) $64 Shares 775 Est. Cost $77.91 Unrealized +0.8%
LEA Lear Corp 0.0%
Value ($000) $64 Shares 400 Est. Cost $107.46 Unrealized +17.0%
Liberty Braves Group 0.0%
Value ($000) $63 Shares 2,550 Est. Cost $26.87 Unrealized
Linde PLC 0.0%
Value ($000) $63 Shares 240 Est. Cost $4622.64 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $62 Shares 803 Est. Cost $63.00 Unrealized +4.2%
FRCB First Republic Bank 0.0%
Value ($000) $62 Shares 423 Est. Cost $128.36 Unrealized 0.0%
Knowledge Leaders Developed 0.0%
Value ($000) $62 Shares 1,462 Est. Cost $37.62 Unrealized
STE Steris PLC 0.0%
Value ($000) $61 Shares 321 Est. Cost $178.36 Unrealized 0.0%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $61 Shares 702 Est. Cost $70.11 Unrealized 0.0%
ASML ASML Hldg NV 0.0%
Value ($000) $60 Shares 123 Est. Cost $281.05 Unrealized
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $59 Shares 1,627 Est. Cost $36.26 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $58 Shares 285 Est. Cost $167.30 Unrealized +8.2%
Trane Technologies PLC 0.0%
Value ($000) $58 Shares 400 Est. Cost $122.50 Unrealized
EL Estee Lauder Cos IncThe 0.0%
Value ($000) $58 Shares 218 Est. Cost $174.90 Unrealized +27.9%
NVDA NVIDIA Corp 0.0%
Value ($000) $57 Shares 109 Est. Cost $10.58 Unrealized +26.2%
DRI Darden Restaurants Inc 0.0%
Value ($000) $56 Shares 470 Est. Cost $60.40 Unrealized +51.4%
CAT Caterpillar Inc 0.0%
Value ($000) $55 Shares 300 Est. Cost $147.91 Unrealized +4.1%
ARK Autonomous Technology and Ro 0.0%
Value ($000) $55 Shares 715 Est. Cost $76.92 Unrealized
Juniper Industrial Hldgs A 0.0%
Value ($000) $55 Shares 5,106 Est. Cost $10.77 Unrealized
Everbridge Inc 0.0%
Value ($000) $54 Shares 363 Est. Cost $148.76 Unrealized
AES AES Corp 0.0%
Value ($000) $54 Shares 2,300 Est. Cost $17.25 Unrealized 0.0%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $54 Shares 156 Est. Cost $346.15 Unrealized
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $54 Shares 1,422 Est. Cost $39.20 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $54 Shares 258 Est. Cost $154.96 Unrealized +14.9%
WH Wyndham Hotels Resorts Inc 0.0%
Value ($000) $53 Shares 887 Est. Cost $40.78 Unrealized +32.3%
APH Amphenol Corp Cl A 0.0%
Value ($000) $53 Shares 409 Est. Cost $29.29 Unrealized 0.0%
Jacobs Engineering Group Inc 0.0%
Value ($000) $53 Shares 491 Est. Cost $107.94 Unrealized
HDFC Bk Ltd ADR 0.0%
Value ($000) $53 Shares 740 Est. Cost $71.62 Unrealized
IJJ iShares S and P Mid Cap 400 Value 0.0%
Value ($000) $52 Shares 602 Est. Cost $86.38 Unrealized
Ceridian HCM Holding Inc 0.0%
Value ($000) $51 Shares 479 Est. Cost $106.47 Unrealized
IJK iShares S and P Mid Cap 400 Growth 0.0%
Value ($000) $51 Shares 708 Est. Cost $72.03 Unrealized
SCHA Schwab US SmallCap ETF 0.0%
Value ($000) $51 Shares 569 Est. Cost $312.63 Unrealized
BRO Brown and Brown 0.0%
Value ($000) $51 Shares 1,073 Est. Cost $44.47 Unrealized 0.0%
PAYX Paychex Inc 0.0%
Value ($000) $51 Shares 548 Est. Cost $76.93 Unrealized 0.0%
MGA Magna Intl Cl A 0.0%
Value ($000) $50 Shares 700 Est. Cost $40.55 Unrealized +23.3%
Zoetis Inc 0.0%
Value ($000) $50 Shares 300 Est. Cost $162.22 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $50 Shares 502 Est. Cost $87.45 Unrealized 0.0%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $50 Shares 594 Est. Cost $84.18 Unrealized
RSP Invesco SP 500 Equal Weight 0.0%
Value ($000) $50 Shares 393 Est. Cost $5704.70 Unrealized
DuPont De Nemours Inc 0.0%
Value ($000) $50 Shares 707 Est. Cost $69.43 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $50 Shares 447 Est. Cost $73.30 Unrealized +33.5%
IJT iShares S and P Small Cap 600 Grow 0.0%
Value ($000) $49 Shares 432 Est. Cost $113.43 Unrealized
IJS iShares S and P Small Cap 600 Valu 0.0%
Value ($000) $49 Shares 604 Est. Cost $81.13 Unrealized
MAR Marriott Intl Inc New 0.0%
Value ($000) $49 Shares 374 Est. Cost $126.83 Unrealized -13.1%
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $49 Shares 795 Est. Cost $61.64 Unrealized
PII Polaris Inc 0.0%
Value ($000) $48 Shares 500 Est. Cost $95.69 Unrealized 0.0%
Corteva Inc 0.0%
Value ($000) $48 Shares 1,227 Est. Cost $38.87 Unrealized
Invesco DWA Emerging Markets Markets Momentum ETF 0.0%
Value ($000) $48 Shares 2,106 Est. Cost $22.79 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $48 Shares 520 Est. Cost $29.37 Unrealized +43.0%
Util Slct Sector SPDR Fund 0.0%
Value ($000) $48 Shares 763 Est. Cost $65.04 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $48 Shares 90 Est. Cost $305.27 Unrealized +47.3%
MCHP Microchip Technology Inc 0.0%
Value ($000) $47 Shares 342 Est. Cost $43.15 Unrealized +30.3%
Global Pmts Inc 0.0%
Value ($000) $47 Shares 216 Est. Cost $182.20 Unrealized
C Citigroup Inc 0.0%
Value ($000) $47 Shares 761 Est. Cost $42.37 Unrealized 0.0%
RMD ResMed Inc 0.0%
Value ($000) $47 Shares 220 Est. Cost $190.91 Unrealized 0.0%
HAS Hasbro Inc 0.0%
Value ($000) $47 Shares 500 Est. Cost $83.18 Unrealized -12.7%
AMGN Amgen Inc 0.0%
Value ($000) $46 Shares 200 Est. Cost $197.95 Unrealized -0.8%
ENTG Entegris Inc 0.0%
Value ($000) $46 Shares 479 Est. Cost $85.63 Unrealized 0.0%
MTN Vail Resorts Inc 0.0%
Value ($000) $46 Shares 166 Est. Cost $258.28 Unrealized 0.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $46 Shares 150 Est. Cost $317.67 Unrealized -11.6%
Raytheon Technologies Corp 0.0%
Value ($000) $46 Shares 650 Est. Cost $69.60 Unrealized
ULTA Ulta Salon Cosmetics and Fragrance Inc 0.0%
Value ($000) $45 Shares 155 Est. Cost $252.99 Unrealized 0.0%
FedEx Corp 0.0%
Value ($000) $45 Shares 173 Est. Cost $8692.70 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $45 Shares 3,256 Est. Cost $12.18 Unrealized -18.5%
Fidelity National Information Svcs 0.0%
Value ($000) $44 Shares 310 Est. Cost $136.33 Unrealized
SvcNow Inc 0.0%
Value ($000) $44 Shares 80 Est. Cost $6051.84 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $20.77 Unrealized 0.0%
TTC Toro Co 0.0%
Value ($000) $44 Shares 467 Est. Cost $88.40 Unrealized 0.0%
XYZ Square Inc 0.0%
Value ($000) $44 Shares 200 Est. Cost $195.07 Unrealized 0.0%
FMC FMC Corp 0.0%
Value ($000) $43 Shares 375 Est. Cost $77.70 Unrealized +22.0%
OSK Oshkosh Corp 0.0%
Value ($000) $43 Shares 500 Est. Cost $73.00 Unrealized 0.0%
H Hyatt Hotels Corp 0.0%
Value ($000) $43 Shares 579 Est. Cost $52.60 Unrealized +22.4%
iShares Core Tot USD Bnd Mkt ETF 0.0%
Value ($000) $43 Shares 796 Est. Cost $54.02 Unrealized
Seaworld Entmt Inc 0.0%
Value ($000) $43 Shares 1,369 Est. Cost $24.29 Unrealized
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $42 Shares 314 Est. Cost $113.04 Unrealized +8.1%
Crowdstrike Holdings Inc 0.0%
Value ($000) $42 Shares 200 Est. Cost $210.00 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $42 Shares 187 Est. Cost $183.29 Unrealized +9.0%
General Elec Co 0.0%
Value ($000) $42 Shares 3,876 Est. Cost $21.56 Unrealized
PGR Progressive Corp OH 0.0%
Value ($000) $41 Shares 415 Est. Cost $62.38 Unrealized +29.2%
Exxon Mobil 0.0%
Value ($000) $41 Shares 1,005 Est. Cost $100.85 Unrealized
VOD Vodafone Group Plc ADR New 0.0%
Value ($000) $40 Shares 2,435 Est. Cost $16.57 Unrealized
Truist Financial Corp 0.0%
Value ($000) $40 Shares 839 Est. Cost $56.13 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $40 Shares 285 Est. Cost $25.77 Unrealized -0.1%
LUV Southwest Airlines Co 0.0%
Value ($000) $39 Shares 845 Est. Cost $29.57 Unrealized +36.3%
EPD Enterprise Products Ptnrs LP 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $19.50 Unrealized
BIP Brookfield Infrastructure Partners LP 0.0%
Value ($000) $39 Shares 799 Est. Cost $38.73 Unrealized
LQD iShares iBoxx Investment Grade 0.0%
Value ($000) $38 Shares 277 Est. Cost $134.72 Unrealized
IGIB iShares Trust iShares 5 10 Year 0.0%
Value ($000) $38 Shares 612 Est. Cost $60.73 Unrealized
StoneCo Ltd 0.0%
Value ($000) $38 Shares 450 Est. Cost $84.44 Unrealized
NCR Corp New 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $38.00 Unrealized
MORN Morningstar Inc 0.0%
Value ($000) $38 Shares 162 Est. Cost $181.26 Unrealized +9.6%
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $38 Shares 236 Est. Cost $95708.43 Unrealized
CTSH Cognizant Tech Solutions Cl A 0.0%
Value ($000) $38 Shares 461 Est. Cost $56.34 Unrealized +24.8%
Broadcom Inc 0.0%
Value ($000) $37 Shares 85 Est. Cost $295.94 Unrealized
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $36 Shares 621 Est. Cost $45.40 Unrealized +10.4%
ADI Analog Devices Inc 0.0%
Value ($000) $36 Shares 240 Est. Cost $100.85 Unrealized +20.2%
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $36 Shares 226 Est. Cost $105.67 Unrealized +33.8%
Purple Innovation Inc 0.0%
Value ($000) $36 Shares 1,100 Est. Cost $32.73 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $36 Shares 539 Est. Cost $61.67 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $36 Shares 286 Est. Cost $98.38 Unrealized +12.9%
PEP Pepsico Inc 0.0%
Value ($000) $35 Shares 236 Est. Cost $104.43 Unrealized +16.1%
FI Enhanced Large Cap Growth 0.0%
Value ($000) $34 Shares 62 Est. Cost $190.05 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $34 Shares 268 Est. Cost $126.87 Unrealized
MTD Mettler Toledo Intl Inc 0.0%
Value ($000) $34 Shares 30 Est. Cost $1096.55 Unrealized 0.0%
SE Sea LTD ADR 0.0%
Value ($000) $34 Shares 170 Est. Cost $200.00 Unrealized
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $34 Shares 459 Est. Cost $31.48 Unrealized
Annaly Capital Management Inc 0.0%
Value ($000) $33 Shares 3,884 Est. Cost $8.50 Unrealized
Ascendis Pharma AS 0.0%
Value ($000) $33 Shares 200 Est. Cost $165.00 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $33 Shares 411 Est. Cost $80.29 Unrealized
SHY iShares 1 3 Year Treasury Bond 0.0%
Value ($000) $32 Shares 369 Est. Cost $86.72 Unrealized
COR AmerisourceBergen Corp 0.0%
Value ($000) $32 Shares 327 Est. Cost $85.71 Unrealized +4.3%
Smith and Nephew PLC ADR 0.0%
Value ($000) $32 Shares 754 Est. Cost $42.44 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $32 Shares 206 Est. Cost $123.33 Unrealized +9.8%
MBB iShares MBS ETF 0.0%
Value ($000) $32 Shares 290 Est. Cost $110.34 Unrealized
APD Air Products Chemicals Inc 0.0%
Value ($000) $31 Shares 112 Est. Cost $194.21 Unrealized +27.5%
IBM Intl Business Machines Corp 0.0%
Value ($000) $31 Shares 246 Est. Cost $98.24 Unrealized -4.9%
GIS General Mills Inc 0.0%
Value ($000) $31 Shares 525 Est. Cost $50.05 Unrealized +1.6%
iShares Gold Trust 0.0%
Value ($000) $31 Shares 1,705 Est. Cost $18.18 Unrealized
SO Southern Co 0.0%
Value ($000) $31 Shares 500 Est. Cost $49.52 Unrealized 0.0%
BDX Becton Dickinson Co 0.0%
Value ($000) $31 Shares 122 Est. Cost $225.41 Unrealized -4.8%
SCHW Charles Schwab Corp 0.0%
Value ($000) $30 Shares 571 Est. Cost $41.18 Unrealized +2.8%
QUAL IShares Edge MSCI USA Quality 0.0%
Value ($000) $30 Shares 260 Est. Cost $95.97 Unrealized
CAG ConAgra Brands Inc 0.0%
Value ($000) $29 Shares 803 Est. Cost $25.70 Unrealized +12.4%
PKG Packaging Corp of America 0.0%
Value ($000) $29 Shares 212 Est. Cost $86.90 Unrealized +24.1%
SHAK Shake Shack Inc 0.0%
Value ($000) $29 Shares 340 Est. Cost $77.61 Unrealized 0.0%
RACE Ferrari NV 0.0%
Value ($000) $28 Shares 124 Est. Cost $204.03 Unrealized 0.0%
WSM Williams Sonoma Inc 0.0%
Value ($000) $28 Shares 279 Est. Cost $46.50 Unrealized 0.0%
Sunrun Inc 0.0%
Value ($000) $28 Shares 400 Est. Cost $70.00 Unrealized
RWX SPDR DJ Wilshire International 0.0%
Value ($000) $27 Shares 785 Est. Cost $34.39 Unrealized
CME CME Group Inc 0.0%
Value ($000) $27 Shares 150 Est. Cost $160.54 Unrealized -13.8%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $26 Shares 53 Est. Cost $334.59 Unrealized +60.4%
TOL Toll Bros 0.0%
Value ($000) $26 Shares 600 Est. Cost $46.37 Unrealized 0.0%
CPB Campbell Soup Co 0.0%
Value ($000) $26 Shares 530 Est. Cost $37.15 Unrealized +9.5%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $25 Shares 805 Est. Cost $21.69 Unrealized
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $25 Shares 25 Est. Cost $959.73 Unrealized 0.0%
CARR Carrier Global Corp 0.0%
Value ($000) $25 Shares 650 Est. Cost $32.85 Unrealized +2.9%
Duke Energy Corp 0.0%
Value ($000) $25 Shares 269 Est. Cost $90.81 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $24 Shares 178 Est. Cost $122.02 Unrealized -5.0%
Pool Corp 0.0%
Value ($000) $24 Shares 65 Est. Cost $369.23 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $24 Shares 150 Est. Cost $129.93 Unrealized +13.9%
ROL Rollins Inc 0.0%
Value ($000) $24 Shares 618 Est. Cost $36.34 Unrealized 0.0%
LYV Live Nation Inc 0.0%
Value ($000) $23 Shares 316 Est. Cost $63.12 Unrealized 0.0%
Caesars Entertainment Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.33 Unrealized
AAXJ iShares MSCI All Country Asia 0.0%
Value ($000) $22 Shares 250 Est. Cost $64.00 Unrealized
DOCU DocuSign Inc 0.0%
Value ($000) $22 Shares 100 Est. Cost $224.62 Unrealized 0.0%
BA Boeing CoThe 0.0%
Value ($000) $21 Shares 100 Est. Cost $170.93 Unrealized +12.5%
Innovator S and P 500 Pwr Buffer ETF 0.0%
Value ($000) $21 Shares 690 Est. Cost $30.43 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $21 Shares 505 Est. Cost $50.51 Unrealized -38.1%
XLV Health Care Slct Sector SPDR Fd 0.0%
Value ($000) $21 Shares 183 Est. Cost $102.22 Unrealized
Pinterest Inc 0.0%
Value ($000) $20 Shares 300 Est. Cost $66.67 Unrealized
INTC Intel Corp 0.0%
Value ($000) $20 Shares 400 Est. Cost $49.86 Unrealized -11.7%
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $20 Shares 600 Est. Cost $12.12 Unrealized +198.2%
ICLR ICON PLC ADR 0.0%
Value ($000) $19 Shares 96 Est. Cost $195.53 Unrealized 0.0%
PFF iShares Preferred and Income Sec 0.0%
Value ($000) $19 Shares 490 Est. Cost $38.78 Unrealized
Datadog Inc 0.0%
Value ($000) $19 Shares 195 Est. Cost $51.94 Unrealized
Elanco Animal Hlth Inc 0.0%
Value ($000) $18 Shares 600 Est. Cost $30.00 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $18 Shares 150 Est. Cost $98.14 Unrealized +9.5%
DBC Invesco DB Commodity Index Tra 0.0%
Value ($000) $17 Shares 1,190 Est. Cost $14.29 Unrealized
Seagate Technology Inc 0.0%
Value ($000) $17 Shares 273 Est. Cost $50.79 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $17 Shares 112 Est. Cost $155.87 Unrealized -16.2%
PM Philip Morris Intl 0.0%
Value ($000) $16 Shares 196 Est. Cost $59.75 Unrealized +1.0%
IEF iShares 7 10 Year Treasury Bon 0.0%
Value ($000) $16 Shares 137 Est. Cost $121.46 Unrealized
DEO Diageo PLC ADR New 0.0%
Value ($000) $16 Shares 100 Est. Cost $160.63 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $16 Shares 212 Est. Cost $63.93 Unrealized
WMS Advanced Drain Sys Inc Del Com 0.0%
Value ($000) $16 Shares 192 Est. Cost $69.24 Unrealized 0.0%
EMR Emerson Elec Co 0.0%
Value ($000) $15 Shares 187 Est. Cost $56.17 Unrealized +19.0%
RGEN Repligen Corp 0.0%
Value ($000) $15 Shares 76 Est. Cost $181.94 Unrealized 0.0%
EXPD Expeditors Intl Of Washington Inc 0.0%
Value ($000) $14 Shares 151 Est. Cost $66.61 Unrealized +28.7%
HillRom Holdings Inc 0.0%
Value ($000) $14 Shares 146 Est. Cost $95.89 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $14 Shares 118 Est. Cost $129.73 Unrealized
SPGI SP Global Inc 0.0%
Value ($000) $14 Shares 43 Est. Cost $297.21 Unrealized +8.7%
Alteryx Inc 0.0%
Value ($000) $14 Shares 113 Est. Cost $104.90 Unrealized
Ansys Inc 0.0%
Value ($000) $14 Shares 39 Est. Cost $358.97 Unrealized
Liberty Braves Group 0.0%
Value ($000) $14 Shares 549 Est. Cost $26.39 Unrealized
XLP Consumer Staples Slct Sector SPDR Fd 0.0%
Value ($000) $13 Shares 191 Est. Cost $54.24 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $13 Shares 100 Est. Cost $147.64 Unrealized -22.4%
Tenable Holdings Inc 0.0%
Value ($000) $13 Shares 246 Est. Cost $52.85 Unrealized
BlackRock Short Maturity Bond 0.0%
Value ($000) $12 Shares 240 Est. Cost $50.00 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $12 Shares 237 Est. Cost $64.81 Unrealized -54.0%
Essential Utilities Inc 0.0%
Value ($000) $12 Shares 248 Est. Cost $40.32 Unrealized
Silicon Motion Tech Corp 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.00 Unrealized
Ishares Core Msci Emerging Mkts 0.0%
Value ($000) $12 Shares 193 Est. Cost $9238.86 Unrealized
Atlassian Corp PLC Cl A 0.0%
Value ($000) $12 Shares 50 Est. Cost $240.00 Unrealized
OrthoPediatrics Corp 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.00 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $11 Shares 161 Est. Cost $40.13 Unrealized +21.6%
EMB iShares JP Morgan USD Emergi 0.0%
Value ($000) $11 Shares 92 Est. Cost $119.57 Unrealized
XLK Tech Slct Sector SPDR Fd 0.0%
Value ($000) $11 Shares 87 Est. Cost $126.44 Unrealized
JD com Inc 0.0%
Value ($000) $11 Shares 122 Est. Cost $73.77 Unrealized
GSG iShares S and P GSCI Commodity Indx Tst 0.0%
Value ($000) $11 Shares 900 Est. Cost $12.22 Unrealized
SCHG Schwab US Large Cap Growth ETF 0.0%
Value ($000) $11 Shares 85 Est. Cost $117.65 Unrealized
Seacor Marine Holdings 0.0%
Value ($000) $10 Shares 3,800 Est. Cost $12.63 Unrealized
BX Blackstone Group IncThe 0.0%
Value ($000) $10 Shares 150 Est. Cost $48.82 Unrealized 0.0%
UnitedHealth Group Inc 0.0%
Value ($000) $9 Shares 27 Est. Cost $268.53 Unrealized
Innovator S and P 500 Ultra Buffer 0.0%
Value ($000) $9 Shares 325 Est. Cost $27.69 Unrealized
ViacomCBS Inc CL B 0.0%
Value ($000) $9 Shares 240 Est. Cost $37.50 Unrealized
PPL Corp 0.0%
Value ($000) $9 Shares 336 Est. Cost $26.79 Unrealized
GLW Corning Inc 0.0%
Value ($000) $9 Shares 260 Est. Cost $27.48 Unrealized +12.3%
NEO NeoGenomics Inc 0.0%
Value ($000) $8 Shares 150 Est. Cost $23.81 Unrealized +89.8%
CoStar Group Inc 0.0%
Value ($000) $8 Shares 9 Est. Cost $888.89 Unrealized
PSLV Sprott Physical Silver Tst 0.0%
Value ($000) $8 Shares 855 Est. Cost $9.36 Unrealized
MKC McCormick & Co Inc 0.0%
Value ($000) $7 Shares 68 Est. Cost $86.24 Unrealized -1.7%
Discovery Inc A 0.0%
Value ($000) $7 Shares 230 Est. Cost $30.43 Unrealized
SPDR Bloomberg Barclays ST HY Bond ETF 0.0%
Value ($000) $7 Shares 264 Est. Cost $26.52 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $7 Shares 67 Est. Cost $82.64 Unrealized
ElectroCore LLC 0.0%
Value ($000) $7 Shares 4,590 Est. Cost $1.53 Unrealized
Altria Group Inc 0.0%
Value ($000) $7 Shares 167 Est. Cost $40.73 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
BXMT Blackstone Mtg Tst Inc 0.0%
Value ($000) $7 Shares 250 Est. Cost $31.20 Unrealized
HEI HEICO Corp 0.0%
Value ($000) $7 Shares 53 Est. Cost $122.00 Unrealized 0.0%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.00 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $6 Shares 276 Est. Cost $2030.55 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $6 Shares 32 Est. Cost $177.82 Unrealized -7.3%
Brookfield Infst Corp 0.0%
Value ($000) $6 Shares 88 Est. Cost $45.45 Unrealized
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $6 Shares 72 Est. Cost $56.71 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $6 Shares 184 Est. Cost $22.00 Unrealized -1.4%
iShares Core MSCI Europe ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $34.48 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $5 Shares 98 Est. Cost $51.21 Unrealized -35.4%
NIO Nio Inc Adr 0.0%
Value ($000) $5 Shares 103 Est. Cost $48.54 Unrealized
Teladoc Health Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $181.88 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.35 Unrealized
KO Coca Cola Co 0.0%
Value ($000) $5 Shares 90 Est. Cost $40.24 Unrealized +10.0%
F Ford Mtr Co 0.0%
Value ($000) $4 Shares 442 Est. Cost $6.35 Unrealized 0.0%
SCHR Schwab Interm Term US Treasury 0.0%
Value ($000) $4 Shares 70 Est. Cost $57.14 Unrealized
GWW W W Grainger Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $324.27 Unrealized +14.6%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $83.33 Unrealized
TE Connectivity 0.0%
Value ($000) $4 Shares 37 Est. Cost $98.77 Unrealized
XLE Energy Select Sector SPDR Fd 0.0%
Value ($000) $4 Shares 98 Est. Cost $35.64 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $5416.70 Unrealized
BEP Brookfield Renewable Pwr Fund 0.0%
Value ($000) $3 Shares 62 Est. Cost $49.43 Unrealized
CRMD Cormedix Inc 0.0%
Value ($000) $3 Shares 400 Est. Cost $9.02 Unrealized -24.6%
Canopy Growth Corp 0.0%
Value ($000) $3 Shares 109 Est. Cost $18.35 Unrealized
VXUS Vanguard Total Intl Stock ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $1156.33 Unrealized
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 23 Est. Cost $70.39 Unrealized -20.0%
GPRO GoPro Inc Cl A 0.0%
Value ($000) $2 Shares 230 Est. Cost $4.69 Unrealized +53.6%
Vanguard Financials ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.18 Unrealized 0.0%
IXN iShares Global Tech ETF 0.0%
Value ($000) $2 Shares 5 Est. Cost $200.00 Unrealized
Arch Resources Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $89.92 Unrealized +34.0%
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.16 Unrealized -7.1%
WAB Wabtec Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $66.42 Unrealized 0.0%
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
TRV Travelers Cos Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $115.62 Unrealized 0.0%
AGI Alamos Gold Inc Cl A 0.0%
Value ($000) $1 Shares 87 Est. Cost $8.51 Unrealized 0.0%
DOW Dow Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $32.55 Unrealized +19.9%
HSBC HSBC Holdings PLC ADR New 0.0%
Value ($000) $0 Shares 3 Est. Cost 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 -18.8%
Mr Cooper Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized +36.9%
Adient PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
Advaxis Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $2090.91 Unrealized
NVT Nvent Electric PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.34 Unrealized 0.0%
Exterran Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
PNR Pentair plc ordinary 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.98 Unrealized 0.0%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
KHC Kraft Heinz Co Com Stk 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.92 Unrealized +22.2%