SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 6, 2021

Total Value ($000): $339,922 (100.0% shares, 0.0% debt)

Holdings (456)

SPY SPDR SP 500 ETF Trust 19.4%
Value ($000) $65,972 Shares 166,459 Est. Cost $3404.11 Unrealized
VUG Vanguard Growth ETF 12.3%
Value ($000) $41,776 Shares 162,530 Est. Cost $159.79 Unrealized
IWR iShares Russell MidCap ETF 8.7%
Value ($000) $29,626 Shares 400,737 Est. Cost $68.18 Unrealized
BAC Bank of America Corp 5.2%
Value ($000) $17,745 Shares 458,645 Est. Cost $19.83 Unrealized +54.5%
IWF iShares Russell 1000 Growth ET 4.8%
Value ($000) $16,193 Shares 66,627 Est. Cost $128.04 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 3.7%
Value ($000) $12,728 Shares 33 Est. Cost $313331.60 Unrealized +17.0%
ACWX iShares MSCI ACWI ex US ETF 2.5%
Value ($000) $8,528 Shares 154,563 Est. Cost $2825.44 Unrealized
VTV Vanguard Value ETF 2.5%
Value ($000) $8,526 Shares 64,859 Est. Cost $6805.39 Unrealized
iShares Edge MSCI Min Vol USA 2.3%
Value ($000) $7,705 Shares 111,371 Est. Cost $56.40 Unrealized
VTEB Vanguard TaxExempt Bond Index 2.3%
Value ($000) $7,684 Shares 140,644 Est. Cost $53.31 Unrealized
IWM iShares Russell 2000 ETF 1.9%
Value ($000) $6,500 Shares 29,420 Est. Cost $168.64 Unrealized
IWD iShares Russell 1000 Value ETF 1.9%
Value ($000) $6,441 Shares 42,504 Est. Cost $119.06 Unrealized
AAPL Apple Inc 1.7%
Value ($000) $5,621 Shares 46,023 Est. Cost $93.31 Unrealized +34.0%
Endava PLC 1.6%
Value ($000) $5,306 Shares 62,654 Est. Cost $57.43 Unrealized
VIG Vanguard Dividend Appreciation Index Fd 1.4%
Value ($000) $4,690 Shares 31,893 Est. Cost $119.31 Unrealized
IJH iShares Core SP Mid Cap ETF 1.2%
Value ($000) $3,975 Shares 15,273 Est. Cost $670.26 Unrealized
BALL Ball Corp 1.0%
Value ($000) $3,475 Shares 41,011 Est. Cost $57.52 Unrealized +43.1%
SDY SPDR SP Dividend ETF 1.0%
Value ($000) $3,282 Shares 27,807 Est. Cost $94.37 Unrealized
VYM Vanguard HY ETF 0.9%
Value ($000) $3,069 Shares 30,365 Est. Cost $73.62 Unrealized
Golub Capital BDC Inc 0.8%
Value ($000) $2,875 Shares 196,656 Est. Cost $16.43 Unrealized
MSFT Microsoft 0.8%
Value ($000) $2,717 Shares 11,524 Est. Cost $107.42 Unrealized +107.5%
VT Vanguard Total World Stock Index Fd 0.8%
Value ($000) $2,702 Shares 27,782 Est. Cost $2500.47 Unrealized
IWV iShares Russell 3000 ETF 0.7%
Value ($000) $2,379 Shares 10,029 Est. Cost $19662.60 Unrealized
CCI Crown Castle Intl Corp 0.7%
Value ($000) $2,368 Shares 13,761 Est. Cost $77.50 Unrealized +64.3%
IWO iShares Russell 2000 Growth ET 0.5%
Value ($000) $1,806 Shares 6,007 Est. Cost $185.03 Unrealized
IWB iShares Russell 1000 ETF 0.5%
Value ($000) $1,755 Shares 7,843 Est. Cost $220.90 Unrealized
VBK Vanguard SmallCap Grwth Vipers 0.5%
Value ($000) $1,717 Shares 6,252 Est. Cost $187.96 Unrealized
VEA Vanguard FTSE Developed Mrkt 0.5%
Value ($000) $1,695 Shares 34,532 Est. Cost $42.20 Unrealized
VOT Vanguard MidCap Growth Index 0.5%
Value ($000) $1,691 Shares 7,880 Est. Cost $162.87 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.5%
Value ($000) $1,607 Shares 7,775 Est. Cost $2139.71 Unrealized
VO Vanguard MidCap ETF 0.4%
Value ($000) $1,481 Shares 6,693 Est. Cost $142.26 Unrealized
IWN iShares Russell 2000 Value ETF 0.4%
Value ($000) $1,432 Shares 8,984 Est. Cost $120.48 Unrealized
SCHX Schwab US LargeCap ETF 0.4%
Value ($000) $1,387 Shares 14,453 Est. Cost $76.81 Unrealized
VOO Vanguard SP 500 ETF 0.4%
Value ($000) $1,231 Shares 3,379 Est. Cost $318.76 Unrealized
VB Vanguard SmallCap ETF 0.3%
Value ($000) $1,167 Shares 5,451 Est. Cost $141.06 Unrealized
AMZN Amazon com Inc 0.3%
Value ($000) $1,110 Shares 359 Est. Cost $113.74 Unrealized +39.4%
Twitter Inc 0.3%
Value ($000) $1,108 Shares 17,417 Est. Cost $40.74 Unrealized
IWP iShares Russell MidCap Growth 0.3%
Value ($000) $993 Shares 9,735 Est. Cost $107.74 Unrealized
SCHM Schwab U S MidCap ETF 0.3%
Value ($000) $979 Shares 13,161 Est. Cost $364.02 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $890 Shares 4,101 Est. Cost $138.50 Unrealized +27.5%
JPMorgan Chase Co 0.3%
Value ($000) $883 Shares 5,804 Est. Cost $2737.62 Unrealized
Vertiv Holdings LLC 0.3%
Value ($000) $866 Shares 43,333 Est. Cost $13.98 Unrealized
JNJ Johnson Johnson Co 0.3%
Value ($000) $852 Shares 5,190 Est. Cost $118.36 Unrealized +18.9%
VCSH Vanguard Scottsdale Fd ST Crp Bd Idx 0.2%
Value ($000) $846 Shares 10,262 Est. Cost $79.37 Unrealized
VOE Vanguard MC Value Index Fd ETF 0.2%
Value ($000) $809 Shares 5,999 Est. Cost $112.40 Unrealized
Pinnacle Financial Partners 0.2%
Value ($000) $797 Shares 9,000 Est. Cost $64.44 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $764 Shares 2,504 Est. Cost $178.66 Unrealized +36.8%
META Facebook Inc Cl A 0.2%
Value ($000) $759 Shares 2,580 Est. Cost $202.98 Unrealized +31.7%
VOOG Vanguard S P Growth 0.2%
Value ($000) $720 Shares 3,066 Est. Cost $223.68 Unrealized
BND Vanguard Total Bd Market ETF 0.2%
Value ($000) $688 Shares 8,123 Est. Cost $86.30 Unrealized
MGC Vanguard Mega Cap ETF 0.2%
Value ($000) $675 Shares 4,819 Est. Cost $134.21 Unrealized
IVW iShares SP 500 Growth ETF 0.2%
Value ($000) $654 Shares 10,045 Est. Cost $223.94 Unrealized
VGT Vanguard Information Technology Index Fd 0.2%
Value ($000) $650 Shares 1,813 Est. Cost $347.25 Unrealized
IVV iShares Core SP 500 ETF 0.2%
Value ($000) $642 Shares 1,615 Est. Cost $264.73 Unrealized
DIS Walt Disney 0.2%
Value ($000) $633 Shares 3,433 Est. Cost $122.48 Unrealized +47.1%
MRK Merck Co New 0.2%
Value ($000) $612 Shares 7,939 Est. Cost $57.81 Unrealized +9.1%
CPRT Copart Inc 0.2%
Value ($000) $596 Shares 5,493 Est. Cost $21.94 Unrealized +28.5%
Alphabet Inc Cl A 0.2%
Value ($000) $577 Shares 280 Est. Cost $1220.04 Unrealized
VWO Vanguard FTSE Emg Mkts 0.2%
Value ($000) $560 Shares 10,765 Est. Cost $3335.96 Unrealized
Invesco QQQ Trust Series 1 0.2%
Value ($000) $549 Shares 1,722 Est. Cost $17436.72 Unrealized
EEM iShares MSCI Emerging Mkts 0.2%
Value ($000) $526 Shares 9,864 Est. Cost $39.42 Unrealized
Z Zillow Grp Inc Cl C 0.2%
Value ($000) $510 Shares 3,937 Est. Cost $62.10 Unrealized +138.9%
MLM Martin Marietta Materials 0.1%
Value ($000) $491 Shares 1,463 Est. Cost $249.13 Unrealized +24.4%
Alphabet Inc Cl C 0.1%
Value ($000) $484 Shares 234 Est. Cost $1254.69 Unrealized
Netflix Com Inc 0.1%
Value ($000) $480 Shares 921 Est. Cost $366.27 Unrealized
GLD SPDR Gold Trust ETF 0.1%
Value ($000) $471 Shares 2,950 Est. Cost $178.31 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $469 Shares 334 Est. Cost $1126.21 Unrealized +9.9%
ABT Abbott Laboratories 0.1%
Value ($000) $462 Shares 3,860 Est. Cost $56.10 Unrealized +93.6%
3M Co 0.1%
Value ($000) $403 Shares 2,093 Est. Cost $207.17 Unrealized
MDY SPDR SP MidCap 400 ETF Trust 0.1%
Value ($000) $384 Shares 808 Est. Cost $364.12 Unrealized
CVX ChevronTexaco Corp 0.1%
Value ($000) $377 Shares 3,602 Est. Cost $72.83 Unrealized +9.3%
VEU Vanguard FTSE AllWorld ExUS 0.1%
Value ($000) $376 Shares 6,208 Est. Cost $54.10 Unrealized
TRIP TRIPADVISOR INC COM 0.1%
Value ($000) $368 Shares 6,855 Est. Cost $42.90 Unrealized 0.0%
V Visa Inc Class A Shs 0.1%
Value ($000) $363 Shares 1,714 Est. Cost $159.56 Unrealized +27.3%
Liberty SiriusXM Group 0.1%
Value ($000) $349 Shares 7,930 Est. Cost $38.45 Unrealized
CLVT Clarivate Analytics PLC 0.1%
Value ($000) $344 Shares 13,073 Est. Cost $23.31 Unrealized +17.4%
ABBV AbbVie Inc 0.1%
Value ($000) $331 Shares 3,062 Est. Cost $77.83 Unrealized +14.2%
XLF Financial Select Sector SPDR 0.1%
Value ($000) $329 Shares 9,670 Est. Cost $27.07 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $328 Shares 1,354 Est. Cost $109.03 Unrealized +131.1%
IYW iShares USTechnology ETF 0.1%
Value ($000) $324 Shares 3,704 Est. Cost $88.49 Unrealized
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $323 Shares 1,268 Est. Cost $205.47 Unrealized +18.2%
QCOM Qualcomm Inc 0.1%
Value ($000) $319 Shares 2,409 Est. Cost $63.57 Unrealized +104.0%
PG Procter Gamble Co 0.1%
Value ($000) $293 Shares 2,165 Est. Cost $112.48 Unrealized +2.8%
SBUX Starbucks Corp 0.1%
Value ($000) $287 Shares 2,632 Est. Cost $57.23 Unrealized +64.3%
SPDR SSGA Gender Divrsty Indx ETF 0.1%
Value ($000) $284 Shares 3,000 Est. Cost $81.50 Unrealized
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $283 Shares 5,235 Est. Cost $35.45 Unrealized +30.2%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $283 Shares 880 Est. Cost $35.81 Unrealized +66.0%
Salesforce com Inc 0.1%
Value ($000) $282 Shares 1,334 Est. Cost $149.86 Unrealized
Cisco Systems Inc 0.1%
Value ($000) $278 Shares 5,394 Est. Cost $45.83 Unrealized
Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $274 Shares 1,806 Est. Cost $113.97 Unrealized
Nomad Foods Ltd 0.1%
Value ($000) $273 Shares 9,966 Est. Cost $22.15 Unrealized
Target Inc 0.1%
Value ($000) $272 Shares 1,378 Est. Cost $130.41 Unrealized
Scientific Games Corp 0.1%
Value ($000) $269 Shares 6,990 Est. Cost $37.00 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $262 Shares 1,227 Est. Cost $118.70 Unrealized +69.8%
VBR Vanguard Small Cap Vipers 0.1%
Value ($000) $261 Shares 1,579 Est. Cost $131.27 Unrealized
LBRDK Liberty Broadband Ser C 0.1%
Value ($000) $260 Shares 1,733 Est. Cost $112.22 Unrealized +26.3%
SHOP Shopify Inc 0.1%
Value ($000) $242 Shares 219 Est. Cost $104.97 Unrealized +15.1%
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $237 Shares 3,301 Est. Cost $64.34 Unrealized
VMware Inc 0.1%
Value ($000) $225 Shares 1,497 Est. Cost $146.63 Unrealized
OEF iShares S and P 100 ETF 0.1%
Value ($000) $216 Shares 1,201 Est. Cost $172.10 Unrealized
MA Mastercard Inc 0.1%
Value ($000) $205 Shares 575 Est. Cost $241.52 Unrealized +40.6%
IVE iShares SP 500 Value ETF 0.1%
Value ($000) $197 Shares 1,400 Est. Cost $2837.55 Unrealized
VMC Vulcan Materials Co 0.1%
Value ($000) $197 Shares 1,168 Est. Cost $135.04 Unrealized +15.4%
Verizon Communications 0.1%
Value ($000) $193 Shares 3,332 Est. Cost $56.59 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $190 Shares 3,025 Est. Cost $45.86 Unrealized +11.3%
ON On Semiconductor Corp 0.1%
Value ($000) $185 Shares 4,470 Est. Cost $27.90 Unrealized +37.6%
T ATT Inc 0.1%
Value ($000) $185 Shares 6,114 Est. Cost $16.69 Unrealized -3.3%
Moelis Co Cl A 0.1%
Value ($000) $184 Shares 3,354 Est. Cost $35.07 Unrealized
Liberty Media CorpLiberty Formula One 0.1%
Value ($000) $180 Shares 4,160 Est. Cost $40.40 Unrealized
TTWO Take Two Interactive Software Inc 0.1%
Value ($000) $177 Shares 1,007 Est. Cost $139.97 Unrealized +35.4%
ETN Eaton Corp plc 0.1%
Value ($000) $172 Shares 1,248 Est. Cost $104.04 Unrealized +14.3%
GrubHub Inc 0.0%
Value ($000) $165 Shares 2,750 Est. Cost $60.01 Unrealized
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $163 Shares 1,087 Est. Cost $1016.28 Unrealized
CI Cigna Corp 0.0%
Value ($000) $160 Shares 663 Est. Cost $168.66 Unrealized +21.1%
Juniper Industrial Hldgs A 0.0%
Value ($000) $157 Shares 12,718 Est. Cost $11.71 Unrealized
SO Southern Co 0.0%
Value ($000) $156 Shares 2,525 Est. Cost $49.77 Unrealized +0.1%
CVS CVS Health Corp 0.0%
Value ($000) $154 Shares 2,058 Est. Cost $53.75 Unrealized +15.9%
EA Electronic Arts 0.0%
Value ($000) $151 Shares 1,118 Est. Cost $111.79 Unrealized +20.7%
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $150 Shares 1,586 Est. Cost $94.58 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $150 Shares 1,555 Est. Cost $69.95 Unrealized +31.0%
LIND Capital Acquisition Corp II 0.0%
Value ($000) $149 Shares 7,908 Est. Cost $13.02 Unrealized +39.7%
BlackRock Inc 0.0%
Value ($000) $147 Shares 195 Est. Cost $24049.66 Unrealized
Constellation Brands Inc A 0.0%
Value ($000) $143 Shares 628 Est. Cost $213.43 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $143 Shares 3,955 Est. Cost $26.86 Unrealized +4.4%
CMI Cummins Inc 0.0%
Value ($000) $138 Shares 535 Est. Cost $161.70 Unrealized +37.2%
Duke Energy Corp 0.0%
Value ($000) $133 Shares 1,379 Est. Cost $95.35 Unrealized
WFC Wells Fargo Co New 0.0%
Value ($000) $128 Shares 3,294 Est. Cost $40.70 Unrealized -22.3%
XBI SPDR SP Biotech ETF 0.0%
Value ($000) $127 Shares 938 Est. Cost $122.81 Unrealized
ITRI Itron Inc 0.0%
Value ($000) $127 Shares 1,439 Est. Cost $70.42 Unrealized +40.4%
Elanco Animal Hlth Inc 0.0%
Value ($000) $123 Shares 4,200 Est. Cost $29.39 Unrealized
ADBE Adobe Inc 0.0%
Value ($000) $123 Shares 259 Est. Cost $342.92 Unrealized +36.3%
Unilever PLC 0.0%
Value ($000) $122 Shares 2,200 Est. Cost $59.42 Unrealized
ACN Accenture PLC 0.0%
Value ($000) $121 Shares 441 Est. Cost $193.27 Unrealized +24.9%
Zynga Inc 0.0%
Value ($000) $119 Shares 11,713 Est. Cost $7.81 Unrealized
CPS Cooper Standard Holding Inc 0.0%
Value ($000) $119 Shares 3,295 Est. Cost $18.37 Unrealized +103.1%
SYK Stryker Corp 0.0%
Value ($000) $118 Shares 486 Est. Cost $188.34 Unrealized +20.9%
IJR iShares Core SP SmallCap ETF 0.0%
Value ($000) $117 Shares 1,081 Est. Cost $1458.93 Unrealized
CALY Callaway Golf Co 0.0%
Value ($000) $116 Shares 4,342 Est. Cost $21.59 Unrealized +31.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $113 Shares 1,754 Est. Cost $53.33 Unrealized +0.0%
DOW Dow Inc 0.0%
Value ($000) $112 Shares 1,752 Est. Cost $45.60 Unrealized +0.4%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $111 Shares 2,101 Est. Cost $39.45 Unrealized 0.0%
Jacobs Engineering Group Inc 0.0%
Value ($000) $108 Shares 841 Est. Cost $116.46 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $107 Shares 234 Est. Cost $323.97 Unrealized +45.4%
WMT Walmart Inc 0.0%
Value ($000) $105 Shares 774 Est. Cost $36.67 Unrealized +18.1%
Exxon Mobil 0.0%
Value ($000) $102 Shares 1,835 Est. Cost $80.38 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $102 Shares 1,841 Est. Cost $55.40 Unrealized
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $100 Shares 1,750 Est. Cost $57.14 Unrealized
Adient PLC 0.0%
Value ($000) $100 Shares 2,277 Est. Cost $43.92 Unrealized
SCI Service Corp Intl 0.0%
Value ($000) $99 Shares 1,951 Est. Cost $48.28 Unrealized +3.7%
Activision Blizzard Inc 0.0%
Value ($000) $97 Shares 1,051 Est. Cost $68.88 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $96 Shares 891 Est. Cost $86.68 Unrealized +11.5%
VHT Vanguard World Funds Health Care Vipers 0.0%
Value ($000) $95 Shares 418 Est. Cost $193.24 Unrealized
UPS United Parcel Srvc 0.0%
Value ($000) $93 Shares 550 Est. Cost $125.81 Unrealized +4.9%
KLAC KLA Corp 0.0%
Value ($000) $91 Shares 277 Est. Cost $155.73 Unrealized +83.6%
MCD McDonalds Corp 0.0%
Value ($000) $89 Shares 400 Est. Cost $174.38 Unrealized +9.7%
Uber Technologies Inc 0.0%
Value ($000) $89 Shares 1,650 Est. Cost $30.35 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $88 Shares 625 Est. Cost $112.82 Unrealized +4.5%
Seaworld Entmt Inc 0.0%
Value ($000) $87 Shares 1,769 Est. Cost $29.92 Unrealized
CDW CorpDE 0.0%
Value ($000) $87 Shares 526 Est. Cost $122.34 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $87 Shares 14,400 Est. Cost $6.69 Unrealized
ARK Next Generation Internet E 0.0%
Value ($000) $86 Shares 584 Est. Cost $145.85 Unrealized
TSM Taiwan Semiconductor Mfg Co 0.0%
Value ($000) $84 Shares 718 Est. Cost $98.88 Unrealized
TJX TJX Cos Inc New 0.0%
Value ($000) $83 Shares 1,262 Est. Cost $49.52 Unrealized +25.8%
Biogen Inc 0.0%
Value ($000) $83 Shares 299 Est. Cost $311.92 Unrealized
SCHD Schwab US Dvd Equity 0.0%
Value ($000) $83 Shares 1,141 Est. Cost $44.61 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $82 Shares 1,300 Est. Cost $46.24 Unrealized 0.0%
QUAL IShares Edge MSCI USA Quality 0.0%
Value ($000) $79 Shares 655 Est. Cost $110.83 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $79 Shares 696 Est. Cost $92.35 Unrealized
ARK Innovation ETF 0.0%
Value ($000) $79 Shares 659 Est. Cost $124.73 Unrealized
PM Philip Morris Intl 0.0%
Value ($000) $78 Shares 881 Est. Cost $65.24 Unrealized +2.4%
Goldman Sachs Group Inc 0.0%
Value ($000) $78 Shares 240 Est. Cost $169.65 Unrealized
AON Aon PLC 0.0%
Value ($000) $78 Shares 343 Est. Cost $184.44 Unrealized +15.2%
ATR Aptargroup Inc 0.0%
Value ($000) $76 Shares 541 Est. Cost $116.05 Unrealized +11.5%
FREEPORT MCMORAN INC CL B 0.0%
Value ($000) $75 Shares 2,300 Est. Cost $32.61 Unrealized
ASML ASML Hldg NV 0.0%
Value ($000) $75 Shares 123 Est. Cost $281.05 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $74 Shares 1,386 Est. Cost $41.29 Unrealized +13.4%
Linde PLC 0.0%
Value ($000) $74 Shares 265 Est. Cost $4212.89 Unrealized
Moderna Inc 0.0%
Value ($000) $74 Shares 570 Est. Cost $49.72 Unrealized
Crowdstrike Holdings Inc 0.0%
Value ($000) $73 Shares 400 Est. Cost $196.25 Unrealized
RSP Invesco SP 500 Equal Weight 0.0%
Value ($000) $73 Shares 518 Est. Cost $4362.09 Unrealized
DIA SPDR Dow Jones Industrial Average 0.0%
Value ($000) $73 Shares 221 Est. Cost $307.69 Unrealized
LEA Lear Corp 0.0%
Value ($000) $72 Shares 400 Est. Cost $107.46 Unrealized +40.3%
IWS iShares Russell MidCap Value 0.0%
Value ($000) $72 Shares 660 Est. Cost $76.65 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $72 Shares 1,500 Est. Cost $31.29 Unrealized +37.5%
MELI Mercadolibre Inc 0.0%
Value ($000) $72 Shares 49 Est. Cost $1410.19 Unrealized +20.3%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $72 Shares 702 Est. Cost $70.11 Unrealized +21.0%
ENB Enbridge Inc 0.0%
Value ($000) $72 Shares 2,004 Est. Cost $25.24 Unrealized +1.3%
WPC WP CAREY INC COM 0.0%
Value ($000) $72 Shares 1,025 Est. Cost $70.24 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $70 Shares 423 Est. Cost $128.36 Unrealized +24.6%
Liberty Braves Group 0.0%
Value ($000) $70 Shares 2,550 Est. Cost $26.87 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $70 Shares 105 Est. Cost $157.05 Unrealized +59.9%
IBM Intl Business Machines Corp 0.0%
Value ($000) $70 Shares 527 Est. Cost $98.15 Unrealized -0.1%
DHR Danaher Corp 0.0%
Value ($000) $68 Shares 302 Est. Cost $110.66 Unrealized +79.6%
NCR Corp New 0.0%
Value ($000) $68 Shares 1,800 Est. Cost $37.90 Unrealized
DuPont De Nemours Inc 0.0%
Value ($000) $68 Shares 881 Est. Cost $70.96 Unrealized
DE DEERE CO COM 0.0%
Value ($000) $67 Shares 180 Est. Cost $307.48 Unrealized 0.0%
DRI Darden Restaurants Inc 0.0%
Value ($000) $67 Shares 471 Est. Cost $60.40 Unrealized +86.6%
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $67 Shares 750 Est. Cost $85.20 Unrealized 0.0%
Trane Technologies PLC 0.0%
Value ($000) $66 Shares 400 Est. Cost $122.50 Unrealized
Knowledge Leaders Developed 0.0%
Value ($000) $64 Shares 1,462 Est. Cost $37.62 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $64 Shares 443 Est. Cost $61.62 Unrealized +145.6%
SSNC SSC Technologies Holdings Inc 0.0%
Value ($000) $64 Shares 920 Est. Cost $67.03 Unrealized +0.8%
IGSB iShares Trust iShares 1 5 Year 0.0%
Value ($000) $64 Shares 1,182 Est. Cost $54.92 Unrealized
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $63 Shares 600 Est. Cost $12.12 Unrealized +437.1%
CLF CLEVELAND CLIFFS INC COM 0.0%
Value ($000) $63 Shares 3,152 Est. Cost $16.28 Unrealized 0.0%
Costco Wholesale Corp 0.0%
Value ($000) $63 Shares 179 Est. Cost $18030.70 Unrealized
Zoetis Inc 0.0%
Value ($000) $62 Shares 400 Est. Cost $160.42 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS A 0.0%
Value ($000) $62 Shares 600 Est. Cost $70.80 Unrealized 0.0%
WH Wyndham Hotels Resorts Inc 0.0%
Value ($000) $61 Shares 887 Est. Cost $40.78 Unrealized +56.6%
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $61 Shares 1,625 Est. Cost $36.26 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $61 Shares 807 Est. Cost $63.00 Unrealized +9.2%
STE Steris PLC 0.0%
Value ($000) $61 Shares 321 Est. Cost $178.36 Unrealized -0.4%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $61 Shares 735 Est. Cost $71.16 Unrealized +18.8%
AES AES Corp 0.0%
Value ($000) $61 Shares 2,300 Est. Cost $17.25 Unrealized +28.9%
MGA Magna Intl Cl A 0.0%
Value ($000) $61 Shares 700 Est. Cost $40.55 Unrealized +70.8%
EL Estee Lauder Cos IncThe 0.0%
Value ($000) $60 Shares 208 Est. Cost $174.90 Unrealized +45.8%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $60 Shares 2,100 Est. Cost $21.56 Unrealized 0.0%
Corteva Inc 0.0%
Value ($000) $60 Shares 1,300 Est. Cost $39.28 Unrealized
GDDY GoDaddy Inc 0.0%
Value ($000) $60 Shares 775 Est. Cost $77.91 Unrealized +3.3%
ARK Autonomous Technology and Ro 0.0%
Value ($000) $60 Shares 721 Est. Cost $76.92 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $59 Shares 1,600 Est. Cost $20.77 Unrealized +35.7%
KMB Kimberly Clark Corp 0.0%
Value ($000) $59 Shares 425 Est. Cost $115.53 Unrealized -4.0%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $59 Shares 156 Est. Cost $346.15 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $59 Shares 500 Est. Cost $73.00 Unrealized +30.7%
NVDA NVIDIA Corp 0.0%
Value ($000) $58 Shares 109 Est. Cost $10.58 Unrealized +26.7%
WM Waste Management Inc 0.0%
Value ($000) $58 Shares 450 Est. Cost $104.82 Unrealized +3.2%
RVTY PerkinElmer Inc 0.0%
Value ($000) $58 Shares 453 Est. Cost $131.13 Unrealized +4.5%
CAT Caterpillar Inc 0.0%
Value ($000) $57 Shares 250 Est. Cost $147.91 Unrealized +27.8%
HDFC Bk Ltd ADR 0.0%
Value ($000) $57 Shares 740 Est. Cost $71.62 Unrealized
REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $57 Shares 2,800 Est. Cost $20.36 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $56 Shares 1,125 Est. Cost $14.41 Unrealized +47.7%
SCHA Schwab US SmallCap ETF 0.0%
Value ($000) $56 Shares 570 Est. Cost $312.63 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $56 Shares 600 Est. Cost $74.07 Unrealized 0.0%
C Citigroup Inc 0.0%
Value ($000) $55 Shares 761 Est. Cost $42.37 Unrealized +32.6%
LMT Lockheed Martin 0.0%
Value ($000) $55 Shares 150 Est. Cost $321.49 Unrealized -6.7%
MAR Marriott Intl Inc New 0.0%
Value ($000) $55 Shares 374 Est. Cost $126.83 Unrealized +3.8%
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $54 Shares 1,422 Est. Cost $39.20 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $54 Shares 551 Est. Cost $76.93 Unrealized +4.5%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $54 Shares 597 Est. Cost $84.18 Unrealized
GLW Corning Inc 0.0%
Value ($000) $54 Shares 1,260 Est. Cost $32.33 Unrealized +3.9%
Raytheon Technologies Corp 0.0%
Value ($000) $54 Shares 704 Est. Cost $70.15 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $54 Shares 447 Est. Cost $73.30 Unrealized +55.7%
PLD Prologis Inc 0.0%
Value ($000) $53 Shares 505 Est. Cost $87.45 Unrealized +1.4%
MCHP Microchip Technology Inc 0.0%
Value ($000) $53 Shares 342 Est. Cost $43.15 Unrealized +56.5%
ENTG Entegris Inc 0.0%
Value ($000) $53 Shares 479 Est. Cost $85.63 Unrealized +18.0%
APH Amphenol Corp Cl A 0.0%
Value ($000) $53 Shares 818 Est. Cost $30.16 Unrealized +2.9%
IJK iShares S and P Mid Cap 400 Growth 0.0%
Value ($000) $52 Shares 668 Est. Cost $72.03 Unrealized
IJT iShares S and P Small Cap 600 Grow 0.0%
Value ($000) $52 Shares 410 Est. Cost $113.43 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $51 Shares 845 Est. Cost $29.57 Unrealized +67.4%
WSM Williams Sonoma Inc 0.0%
Value ($000) $50 Shares 280 Est. Cost $46.50 Unrealized +32.4%
TSCO Tractor Supply Co 0.0%
Value ($000) $50 Shares 285 Est. Cost $25.77 Unrealized +14.3%
General Elec Co 0.0%
Value ($000) $49 Shares 3,755 Est. Cost $21.56 Unrealized
BRO Brown and Brown 0.0%
Value ($000) $49 Shares 1,075 Est. Cost $44.47 Unrealized -0.1%
FedEx Corp 0.0%
Value ($000) $49 Shares 173 Est. Cost $8692.70 Unrealized
Util Slct Sector SPDR Fund 0.0%
Value ($000) $49 Shares 769 Est. Cost $65.04 Unrealized
Truist Financial Corp 0.0%
Value ($000) $49 Shares 845 Est. Cost $56.13 Unrealized
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $48 Shares 821 Est. Cost $46.46 Unrealized +7.1%
MTN Vail Resorts Inc 0.0%
Value ($000) $48 Shares 166 Est. Cost $258.28 Unrealized +12.7%
COLUMBIA SELIGM PREM TECH GRW COM 0.0%
Value ($000) $48 Shares 1,550 Est. Cost $30.97 Unrealized
TTC Toro Co 0.0%
Value ($000) $48 Shares 467 Est. Cost $88.40 Unrealized +13.1%
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $48 Shares 795 Est. Cost $61.64 Unrealized
Invesco DWA Emerging Markets Markets Momentum ETF 0.0%
Value ($000) $48 Shares 2,004 Est. Cost $22.79 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $48 Shares 150 Est. Cost $317.67 Unrealized -12.4%
ALGN Align Technology Inc 0.0%
Value ($000) $48 Shares 90 Est. Cost $305.27 Unrealized +81.1%
VOD Vodafone Group Plc ADR New 0.0%
Value ($000) $48 Shares 2,618 Est. Cost $16.70 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $48 Shares 1,250 Est. Cost $35.11 Unrealized 0.0%
MNST Monster Beverage Corp 0.0%
Value ($000) $47 Shares 520 Est. Cost $29.37 Unrealized +52.5%
ULTA Ulta Salon Cosmetics and Fragrance Inc 0.0%
Value ($000) $47 Shares 155 Est. Cost $252.99 Unrealized +22.8%
AMT American Tower Corp 0.0%
Value ($000) $47 Shares 200 Est. Cost $183.87 Unrealized +4.6%
H Hyatt Hotels Corp 0.0%
Value ($000) $47 Shares 579 Est. Cost $52.60 Unrealized +47.7%
IJJ iShares S and P Mid Cap 400 Value 0.0%
Value ($000) $46 Shares 460 Est. Cost $86.38 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $46 Shares 575 Est. Cost $62.43 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $45 Shares 2,750 Est. Cost $12.18 Unrealized -5.1%
XYZ Square Inc 0.0%
Value ($000) $45 Shares 200 Est. Cost $195.07 Unrealized +19.9%
IJS iShares S and P Small Cap 600 Valu 0.0%
Value ($000) $45 Shares 454 Est. Cost $81.13 Unrealized
LLY Eli Lilly Co 0.0%
Value ($000) $45 Shares 246 Est. Cost $126.31 Unrealized +47.3%
EPD Enterprise Products Ptnrs LP 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $19.50 Unrealized
INTC Intel Corp 0.0%
Value ($000) $44 Shares 700 Est. Cost $51.68 Unrealized +4.7%
KO Coca Cola Co 0.0%
Value ($000) $44 Shares 850 Est. Cost $43.05 Unrealized +0.8%
Fidelity National Information Svcs 0.0%
Value ($000) $43 Shares 310 Est. Cost $136.33 Unrealized
Everbridge Inc 0.0%
Value ($000) $43 Shares 363 Est. Cost $148.76 Unrealized
Global Pmts Inc 0.0%
Value ($000) $43 Shares 216 Est. Cost $182.20 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $42 Shares 220 Est. Cost $190.91 Unrealized +0.8%
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $42 Shares 430 Est. Cost $37.28 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value ($000) $42 Shares 190 Est. Cost $154.96 Unrealized +21.4%
KEY KEYCORP COM 0.0%
Value ($000) $41 Shares 2,100 Est. Cost $15.23 Unrealized 0.0%
PGR Progressive Corp OH 0.0%
Value ($000) $41 Shares 435 Est. Cost $63.24 Unrealized +28.1%
O I GLASS INC COM 0.0%
Value ($000) $41 Shares 2,800 Est. Cost $14.64 Unrealized
CIT GROUP INC COM NEW 0.0%
Value ($000) $41 Shares 800 Est. Cost $51.25 Unrealized
CME CME Group Inc 0.0%
Value ($000) $40 Shares 200 Est. Cost $161.20 Unrealized +1.2%
Ceridian HCM Holding Inc 0.0%
Value ($000) $40 Shares 479 Est. Cost $106.47 Unrealized
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $39 Shares 236 Est. Cost $95708.43 Unrealized
Broadcom Inc 0.0%
Value ($000) $39 Shares 85 Est. Cost $295.94 Unrealized
DOV Dover Corp 0.0%
Value ($000) $39 Shares 287 Est. Cost $98.38 Unrealized +21.6%
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $39 Shares 459 Est. Cost $31.48 Unrealized
BlackRock Short Maturity Bond 0.0%
Value ($000) $37 Shares 745 Est. Cost $49.77 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $37 Shares 573 Est. Cost $41.18 Unrealized +38.2%
ALC Alcon Inc 0.0%
Value ($000) $37 Shares 539 Est. Cost $61.67 Unrealized +13.2%
ADI Analog Devices Inc 0.0%
Value ($000) $37 Shares 242 Est. Cost $100.85 Unrealized +39.9%
AMGN Amgen Inc 0.0%
Value ($000) $37 Shares 151 Est. Cost $197.95 Unrealized +3.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $37 Shares 198 Est. Cost $151.36 Unrealized 0.0%
CTSH Cognizant Tech Solutions Cl A 0.0%
Value ($000) $36 Shares 463 Est. Cost $56.34 Unrealized +27.1%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $36.00 Unrealized
MORN Morningstar Inc 0.0%
Value ($000) $36 Shares 162 Est. Cost $181.26 Unrealized +29.3%
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $35 Shares 314 Est. Cost $113.04 Unrealized +6.6%
LULU Lululemon Athletica Inc WI 0.0%
Value ($000) $35 Shares 116 Est. Cost $285.17 Unrealized +15.1%
MTD Mettler Toledo Intl Inc 0.0%
Value ($000) $34 Shares 30 Est. Cost $1096.55 Unrealized +5.7%
Annaly Capital Management Inc 0.0%
Value ($000) $34 Shares 3,987 Est. Cost $8.50 Unrealized
FI Enhanced Large Cap Growth 0.0%
Value ($000) $34 Shares 62 Est. Cost $190.05 Unrealized
IGIB iShares Trust iShares 5 10 Year 0.0%
Value ($000) $33 Shares 572 Est. Cost $60.73 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $33 Shares 268 Est. Cost $126.87 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $33 Shares 125 Est. Cost $168.54 Unrealized +35.8%
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $32 Shares 226 Est. Cost $105.67 Unrealized +31.6%
APD Air Products Chemicals Inc 0.0%
Value ($000) $31 Shares 112 Est. Cost $194.21 Unrealized +23.7%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $31 Shares 3,225 Est. Cost $9.61 Unrealized
SHY iShares 1 3 Year Treasury Bond 0.0%
Value ($000) $31 Shares 369 Est. Cost $86.72 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $31 Shares 290 Est. Cost $110.34 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $31 Shares 414 Est. Cost $69.27 Unrealized
FMC FMC Corp 0.0%
Value ($000) $30 Shares 275 Est. Cost $77.70 Unrealized +22.0%
CAG ConAgra Brands Inc 0.0%
Value ($000) $30 Shares 803 Est. Cost $25.70 Unrealized +10.5%
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $30 Shares 25 Est. Cost $959.73 Unrealized +9.3%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $30 Shares 193 Est. Cost $123.33 Unrealized +20.6%
Marvell Technology Group 0.0%
Value ($000) $30 Shares 615 Est. Cost $27.94 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $29 Shares 725 Est. Cost $38.65 Unrealized 0.0%
EMR Emerson Elec Co 0.0%
Value ($000) $28 Shares 312 Est. Cost $64.84 Unrealized +20.0%
Smith and Nephew PLC ADR 0.0%
Value ($000) $28 Shares 754 Est. Cost $42.44 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $28 Shares 212 Est. Cost $86.90 Unrealized +35.4%
iShares Core Tot USD Bnd Mkt ETF 0.0%
Value ($000) $27 Shares 525 Est. Cost $54.02 Unrealized
AGG iShares Core Total US Aggregate 0.0%
Value ($000) $27 Shares 237 Est. Cost $753.16 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $27 Shares 510 Est. Cost $50.51 Unrealized -11.7%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $27 Shares 805 Est. Cost $21.69 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $27 Shares 341 Est. Cost $80.29 Unrealized
iShares Gold Trust 0.0%
Value ($000) $27 Shares 1,705 Est. Cost $18.18 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $27 Shares 150 Est. Cost $153.63 Unrealized -4.3%
CARR Carrier Global Corp 0.0%
Value ($000) $27 Shares 651 Est. Cost $32.85 Unrealized +10.9%
RWX SPDR DJ Wilshire International 0.0%
Value ($000) $27 Shares 788 Est. Cost $34.39 Unrealized
LYV Live Nation Inc 0.0%
Value ($000) $26 Shares 316 Est. Cost $63.12 Unrealized +27.5%
CPB Campbell Soup Co 0.0%
Value ($000) $26 Shares 530 Est. Cost $37.15 Unrealized +8.8%
RACE Ferrari NV 0.0%
Value ($000) $25 Shares 124 Est. Cost $204.03 Unrealized +0.4%
BA Boeing CoThe 0.0%
Value ($000) $25 Shares 100 Est. Cost $170.93 Unrealized +30.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $25 Shares 53 Est. Cost $334.59 Unrealized +44.7%
NKE NIKE INC CL B 0.0%
Value ($000) $23 Shares 178 Est. Cost $129.56 Unrealized 0.0%
KMT KENNAMETAL INC COM 0.0%
Value ($000) $23 Shares 600 Est. Cost $33.53 Unrealized 0.0%
PFF iShares Preferred and Income Sec 0.0%
Value ($000) $22 Shares 590 Est. Cost $38.52 Unrealized
Pool Corp 0.0%
Value ($000) $22 Shares 65 Est. Cost $369.23 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $22 Shares 175 Est. Cost $107.90 Unrealized 0.0%
TU TELUS CORPORATION COM 0.0%
Value ($000) $21 Shares 1,100 Est. Cost $20.77 Unrealized 0.0%
XLV Health Care Slct Sector SPDR Fd 0.0%
Value ($000) $21 Shares 183 Est. Cost $102.22 Unrealized
Innovator S and P 500 Pwr Buffer ETF 0.0%
Value ($000) $21 Shares 690 Est. Cost $30.43 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $21 Shares 619 Est. Cost $36.34 Unrealized -7.3%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $21 Shares 350 Est. Cost $44.79 Unrealized 0.0%
Seagate Technology Inc 0.0%
Value ($000) $20 Shares 273 Est. Cost $50.79 Unrealized
JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.00 Unrealized
Seacor Marine Holdings 0.0%
Value ($000) $20 Shares 3,800 Est. Cost $12.63 Unrealized
WMS Advanced Drain Sys Inc Del Com 0.0%
Value ($000) $19 Shares 192 Est. Cost $69.24 Unrealized +38.1%
DBC Invesco DB Commodity Index Tra 0.0%
Value ($000) $19 Shares 1,190 Est. Cost $14.29 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $19 Shares 301 Est. Cost $63.12 Unrealized
AAXJ iShares MSCI All Country Asia 0.0%
Value ($000) $18 Shares 195 Est. Cost $64.00 Unrealized
ICLN ISHARES S P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $18 Shares 775 Est. Cost $23.23 Unrealized
Altria Group Inc 0.0%
Value ($000) $18 Shares 367 Est. Cost $45.26 Unrealized
ICLR ICON PLC ADR 0.0%
Value ($000) $18 Shares 96 Est. Cost $195.53 Unrealized +1.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $18 Shares 119 Est. Cost $129.73 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $17 Shares 238 Est. Cost $64.81 Unrealized -14.3%
ELV ANTHEM INC COM 0.0%
Value ($000) $17 Shares 48 Est. Cost $300.80 Unrealized 0.0%
DEO Diageo PLC ADR New 0.0%
Value ($000) $16 Shares 100 Est. Cost $160.63 Unrealized
Datadog Inc 0.0%
Value ($000) $16 Shares 195 Est. Cost $51.94 Unrealized
HillRom Holdings Inc 0.0%
Value ($000) $16 Shares 146 Est. Cost $95.89 Unrealized
EXPD Expeditors Intl Of Washington Inc 0.0%
Value ($000) $16 Shares 151 Est. Cost $66.61 Unrealized +36.5%
SHAK Shake Shack Inc 0.0%
Value ($000) $15 Shares 140 Est. Cost $77.61 Unrealized +47.4%
SPGI SP Global Inc 0.0%
Value ($000) $15 Shares 43 Est. Cost $297.21 Unrealized +7.5%
Liberty Braves Group 0.0%
Value ($000) $15 Shares 549 Est. Cost $26.39 Unrealized
OrthoPediatrics Corp 0.0%
Value ($000) $14 Shares 300 Est. Cost $40.00 Unrealized
Silicon Motion Tech Corp 0.0%
Value ($000) $14 Shares 250 Est. Cost $48.00 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $14 Shares 76 Est. Cost $181.94 Unrealized +12.7%
ESLT Elbit Systems Ltd 0.0%
Value ($000) $14 Shares 100 Est. Cost $147.64 Unrealized -11.6%
GIS General Mills Inc 0.0%
Value ($000) $13 Shares 213 Est. Cost $50.05 Unrealized -2.2%
XLP Consumer Staples Slct Sector SPDR Fd 0.0%
Value ($000) $13 Shares 192 Est. Cost $54.24 Unrealized
Ansys Inc 0.0%
Value ($000) $13 Shares 39 Est. Cost $358.97 Unrealized
GSG iShares S and P GSCI Commodity Indx Tst 0.0%
Value ($000) $12 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
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $11 Shares 500 Est. Cost $14.00 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $79.96 Unrealized 0.0%
BX Blackstone Group IncThe 0.0%
Value ($000) $11 Shares 150 Est. Cost $48.82 Unrealized +20.0%
XLK Tech Slct Sector SPDR Fd 0.0%
Value ($000) $11 Shares 87 Est. Cost $126.44 Unrealized
UnitedHealth Group Inc 0.0%
Value ($000) $10 Shares 27 Est. Cost $268.53 Unrealized
ALLIANZGI ARTIFICIAL INTELLIG COM 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
Atlassian Corp PLC Cl A 0.0%
Value ($000) $10 Shares 50 Est. Cost $240.00 Unrealized
ViacomCBS Inc CL B 0.0%
Value ($000) $10 Shares 240 Est. Cost $37.50 Unrealized
JD com Inc 0.0%
Value ($000) $10 Shares 122 Est. Cost $73.77 Unrealized
CREE INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
FHN FIRST HORIZON NATL CORP COM 0.0%
Value ($000) $10 Shares 600 Est. Cost $13.32 Unrealized 0.0%
Teladoc Health Inc 0.0%
Value ($000) $9 Shares 50 Est. Cost $180.94 Unrealized
PPL Corp 0.0%
Value ($000) $9 Shares 336 Est. Cost $26.79 Unrealized
Alteryx Inc 0.0%
Value ($000) $9 Shares 113 Est. Cost $104.90 Unrealized
Innovator S and P 500 Ultra Buffer 0.0%
Value ($000) $9 Shares 325 Est. Cost $27.69 Unrealized
ElectroCore LLC 0.0%
Value ($000) $9 Shares 4,590 Est. Cost $1.53 Unrealized
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $9 Shares 396 Est. Cost $22.73 Unrealized
Discovery Inc A 0.0%
Value ($000) $9 Shares 230 Est. Cost $30.43 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $97.70 Unrealized 0.0%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
Tenable Holdings Inc 0.0%
Value ($000) $8 Shares 246 Est. Cost $52.85 Unrealized
PSLV Sprott Physical Silver Tst 0.0%
Value ($000) $7 Shares 855 Est. Cost $9.36 Unrealized
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $7 Shares 72 Est. Cost $56.71 Unrealized
LQD iShares iBoxx Investment Grade 0.0%
Value ($000) $7 Shares 56 Est. Cost $134.72 Unrealized
CoStar Group Inc 0.0%
Value ($000) $7 Shares 9 Est. Cost $888.89 Unrealized
NEO NeoGenomics Inc 0.0%
Value ($000) $7 Shares 150 Est. Cost $23.81 Unrealized +118.6%
MS Morgan Stanley 0.0%
Value ($000) $7 Shares 102 Est. Cost $40.13 Unrealized +63.4%
iShares Core MSCI Europe ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $34.48 Unrealized
HEI HEICO Corp 0.0%
Value ($000) $6 Shares 53 Est. Cost $122.00 Unrealized +5.3%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $82.64 Unrealized
MKC McCormick & Co Inc 0.0%
Value ($000) $6 Shares 68 Est. Cost $86.24 Unrealized -7.0%
TEKLA LIFE SCIENCES INVS SH BEN INT 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $5 Shares 102 Est. Cost $55.23 Unrealized
Ishares Core Msci Emerging Mkts 0.0%
Value ($000) $5 Shares 79 Est. Cost $9238.86 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $5 Shares 219 Est. Cost $2030.55 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
F Ford Mtr Co 0.0%
Value ($000) $5 Shares 442 Est. Cost $6.35 Unrealized +36.7%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $83.33 Unrealized
GWW W W Grainger Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $324.27 Unrealized +13.1%
XLE Energy Select Sector SPDR Fd 0.0%
Value ($000) $4 Shares 99 Est. Cost $35.69 Unrealized
TE Connectivity 0.0%
Value ($000) $4 Shares 37 Est. Cost $98.77 Unrealized
GROWGENERATION CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
NIO Nio Inc Adr 0.0%
Value ($000) $4 Shares 103 Est. Cost $48.54 Unrealized
StoneCo Ltd 0.0%
Value ($000) $3 Shares 50 Est. Cost $84.44 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $3 Shares 109 Est. Cost $18.35 Unrealized
BXMT Blackstone Mtg Tst Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.20 Unrealized
CRMD Cormedix Inc 0.0%
Value ($000) $3 Shares 400 Est. Cost $9.02 Unrealized +16.7%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $5416.70 Unrealized
VXUS Vanguard Total Intl Stock ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $1156.33 Unrealized
Vanguard Financials ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
GPRO GoPro Inc Cl A 0.0%
Value ($000) $2 Shares 230 Est. Cost $4.69 Unrealized +101.3%
BEP Brookfield Renewable Pwr Fund 0.0%
Value ($000) $2 Shares 62 Est. Cost $49.43 Unrealized
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.18 Unrealized +24.4%
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 24 Est. Cost $70.28 Unrealized -3.5%
iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $34.83 Unrealized
iShares Edge MSCI USA Value Fctr 0.0%
Value ($000) $1 Shares 13 Est. Cost $81.59 Unrealized
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.16 Unrealized +18.0%
WAB Wabtec Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $66.42 Unrealized +13.7%
Pinterest Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $66.67 Unrealized
Purple Innovation Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.73 Unrealized
SE Sea LTD ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $200.00 Unrealized
Arch Resources Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized +50.8%
AROC Archrock Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost $6.85 Unrealized +10.9%
MHK Mohawk Industries Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $89.92 Unrealized +85.3%
HSBC HSBC Holdings PLC ADR New 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $115.62 Unrealized +15.2%
AGI Alamos Gold Inc Cl A 0.0%
Value ($000) $0 Shares 87 Est. Cost $8.51 Unrealized -9.3%
Advaxis Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $2090.91 Unrealized
Exterran Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
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 +36.9%
Mr Cooper Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
NAVBQ Navidea Biopharm Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $600.00 Unrealized
NVT Nvent Electric PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.34 Unrealized +22.7%
PNR Pentair plc ordinary 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.98 Unrealized +12.3%