SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 21, 2021

Total Value ($000): $377,920 (100.0% shares, 0.0% debt)

Holdings (456)

SPY SPDR S P 500 ETF Trust 19.0%
Value ($000) $71,747 Shares 167,610 Est. Cost $3404.11 Unrealized
VUG Vanguard Growth ETF 10.2%
Value ($000) $38,625 Shares 134,673 Est. Cost $159.79 Unrealized
IWR iShares Russell Mid Cap ETF 9.6%
Value ($000) $36,097 Shares 455,552 Est. Cost $69.51 Unrealized
BAC Bank of America Corp 7.0%
Value ($000) $26,281 Shares 637,444 Est. Cost $24.52 Unrealized +49.1%
IWF iShares Russell 1000 Growth ET 4.7%
Value ($000) $17,855 Shares 65,769 Est. Cost $128.04 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 3.7%
Value ($000) $13,813 Shares 33 Est. Cost $313331.60 Unrealized +34.2%
VTV Vanguard Value ETF 3.6%
Value ($000) $13,748 Shares 100,020 Est. Cost $4461.34 Unrealized
ACWX iShares MSCI ACWI ex US ETF 3.2%
Value ($000) $12,221 Shares 212,506 Est. Cost $2070.72 Unrealized
VTEB Vanguard Tax Exempt Bond Index 2.5%
Value ($000) $9,419 Shares 170,335 Est. Cost $53.66 Unrealized
IWD iShares Russell 1000 Value ETF 2.1%
Value ($000) $7,959 Shares 50,180 Est. Cost $125.11 Unrealized
IWM iShares Russell 2000 ETF 1.9%
Value ($000) $7,355 Shares 32,066 Est. Cost $173.65 Unrealized
Endava PLC 1.9%
Value ($000) $7,103 Shares 62,654 Est. Cost $57.43 Unrealized
AAPL Apple Inc 1.7%
Value ($000) $6,345 Shares 46,330 Est. Cost $93.31 Unrealized +35.5%
VIG Vanguard Dividend Appreciation Index Fd 1.2%
Value ($000) $4,715 Shares 30,461 Est. Cost $119.31 Unrealized
IJH iShares Core S P Mid Cap ETF 1.2%
Value ($000) $4,549 Shares 16,929 Est. Cost $630.98 Unrealized
BALL Ball Corp 0.9%
Value ($000) $3,322 Shares 41,011 Est. Cost $57.52 Unrealized +41.8%
VYM Vanguard H Y ETF 0.8%
Value ($000) $3,207 Shares 30,610 Est. Cost $73.62 Unrealized
MSFT Microsoft 0.8%
Value ($000) $3,094 Shares 11,424 Est. Cost $107.42 Unrealized +127.8%
SDY SPDR S P Dividend ETF 0.8%
Value ($000) $3,090 Shares 25,277 Est. Cost $94.37 Unrealized
VT Vanguard Total World Stock Index Fd 0.8%
Value ($000) $2,837 Shares 27,388 Est. Cost $2500.47 Unrealized
VEA Vanguard FTSE Developed Mrkt 0.7%
Value ($000) $2,800 Shares 54,356 Est. Cost $45.60 Unrealized
CCI Crown Castle Intl Corp 0.7%
Value ($000) $2,687 Shares 13,773 Est. Cost $77.50 Unrealized +93.6%
VOT Vanguard Mid Cap Growth Index 0.7%
Value ($000) $2,524 Shares 10,682 Est. Cost $182.13 Unrealized
IWV iShares Russell 3000 ETF 0.7%
Value ($000) $2,498 Shares 9,763 Est. Cost $19662.60 Unrealized
HON Honeywell Intl Inc 0.6%
Value ($000) $2,250 Shares 10,260 Est. Cost $170.71 Unrealized +12.6%
VBK Vanguard Small Cap Grwth Vipers 0.6%
Value ($000) $2,225 Shares 7,681 Est. Cost $206.88 Unrealized
IWO iShares Russell 2000 Growth ET 0.6%
Value ($000) $2,123 Shares 6,812 Est. Cost $199.99 Unrealized
Golub Capital BDC Inc 0.5%
Value ($000) $1,945 Shares 126,178 Est. Cost $16.43 Unrealized
VO Vanguard Mid Cap ETF 0.5%
Value ($000) $1,835 Shares 7,731 Est. Cost $155.03 Unrealized
VWO Vanguard FTSE Emg Mkts 0.4%
Value ($000) $1,622 Shares 29,872 Est. Cost $1236.91 Unrealized
IWN iShares Russell 2000 Value ETF 0.4%
Value ($000) $1,481 Shares 8,935 Est. Cost $120.48 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.4%
Value ($000) $1,434 Shares 6,437 Est. Cost $2139.71 Unrealized
VOE Vanguard M C Value Index Fd ETF 0.4%
Value ($000) $1,404 Shares 9,995 Est. Cost $123.62 Unrealized
VB Vanguard Small Cap ETF 0.4%
Value ($000) $1,365 Shares 6,063 Est. Cost $149.55 Unrealized
AMZN Amazon com Inc 0.3%
Value ($000) $1,276 Shares 371 Est. Cost $115.43 Unrealized +44.0%
Twitter Inc 0.3%
Value ($000) $1,198 Shares 17,417 Est. Cost $40.74 Unrealized
Vertiv Holdings LLC 0.3%
Value ($000) $1,182 Shares 43,302 Est. Cost $13.98 Unrealized
VOO Vanguard S P 500 ETF 0.3%
Value ($000) $1,172 Shares 2,978 Est. Cost $318.76 Unrealized
SCHX Schwab US Large Cap ETF 0.3%
Value ($000) $1,159 Shares 11,155 Est. Cost $76.81 Unrealized
iShares MSCI USA Min Vol Facto 0.3%
Value ($000) $1,148 Shares 15,608 Est. Cost $56.40 Unrealized
IVV iShares Core S P 500 ETF 0.3%
Value ($000) $1,136 Shares 2,642 Est. Cost $328.96 Unrealized
IWP iShares Russell Mid Cap Growth 0.3%
Value ($000) $1,086 Shares 9,598 Est. Cost $107.74 Unrealized
META Facebook Inc Cl A 0.2%
Value ($000) $912 Shares 2,624 Est. Cost $204.91 Unrealized +55.5%
JPMorgan Chase Co 0.2%
Value ($000) $898 Shares 5,778 Est. Cost $2737.62 Unrealized
VCSH Vanguard Scottsdale Fd ST Crp Bd Idx 0.2%
Value ($000) $883 Shares 10,682 Est. Cost $79.50 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $860 Shares 2,697 Est. Cost $186.19 Unrealized +52.4%
IVW iShares S P 500 Growth ETF 0.2%
Value ($000) $858 Shares 11,800 Est. Cost $201.45 Unrealized
JNJ Johnson Johnson Co 0.2%
Value ($000) $853 Shares 5,178 Est. Cost $118.36 Unrealized +22.4%
VOOG Vanguard S P Growth 0.2%
Value ($000) $827 Shares 3,151 Est. Cost $224.73 Unrealized
Pinnacle Financial Partners 0.2%
Value ($000) $794 Shares 9,000 Est. Cost $64.44 Unrealized
VGT Vanguard Information Technology Index Fd 0.2%
Value ($000) $793 Shares 1,988 Est. Cost $351.79 Unrealized
MGC Vanguard Mega Cap ETF 0.2%
Value ($000) $757 Shares 4,973 Est. Cost $134.77 Unrealized
CPRT Copart Inc 0.2%
Value ($000) $724 Shares 5,493 Est. Cost $21.94 Unrealized +41.3%
Alphabet Inc Cl A 0.2%
Value ($000) $698 Shares 286 Est. Cost $1245.64 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $654 Shares 8,300 Est. Cost $78.32 Unrealized
Invesco QQQ Trust Series 1 0.2%
Value ($000) $647 Shares 1,826 Est. Cost $16463.79 Unrealized
DIS Walt Disney 0.2%
Value ($000) $619 Shares 3,522 Est. Cost $123.83 Unrealized +41.9%
VBR Vanguard Small Cap Vipers 0.2%
Value ($000) $598 Shares 3,449 Est. Cost $154.10 Unrealized
MRK Merck Co 0.2%
Value ($000) $594 Shares 7,639 Est. Cost $57.81 Unrealized +10.9%
SCHM Schwab U S Mid Cap ETF 0.2%
Value ($000) $577 Shares 7,373 Est. Cost $364.02 Unrealized
3M Co 0.2%
Value ($000) $574 Shares 2,891 Est. Cost $204.79 Unrealized
Alphabet Inc Cl C 0.2%
Value ($000) $568 Shares 227 Est. Cost $1254.69 Unrealized
BND Vanguard Total Bd Market ETF 0.1%
Value ($000) $548 Shares 6,383 Est. Cost $86.30 Unrealized
Scientific Games Corp 0.1%
Value ($000) $541 Shares 6,990 Est. Cost $37.00 Unrealized
EEM iShares MSCI Emerging Mkts 0.1%
Value ($000) $533 Shares 9,664 Est. Cost $39.42 Unrealized
Netflix Com Inc 0.1%
Value ($000) $516 Shares 978 Est. Cost $375.67 Unrealized
MLM Martin Marietta Materials 0.1%
Value ($000) $514 Shares 1,463 Est. Cost $249.13 Unrealized +38.9%
ACWV iShares MSCI Global Min Vol Fa 0.1%
Value ($000) $513 Shares 4,994 Est. Cost $102.72 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $499 Shares 335 Est. Cost $1126.21 Unrealized +28.7%
GLD SPDR Gold Trust ETF 0.1%
Value ($000) $488 Shares 2,950 Est. Cost $178.31 Unrealized
Z Zillow Grp Inc Cl C 0.1%
Value ($000) $481 Shares 3,937 Est. Cost $62.10 Unrealized +96.0%
ABT Abbott Laboratories 0.1%
Value ($000) $452 Shares 3,899 Est. Cost $56.61 Unrealized +89.5%
MDY SPDR S P MidCap 400 ETF Trust 0.1%
Value ($000) $396 Shares 808 Est. Cost $364.12 Unrealized
V Visa Inc Class A Shs 0.1%
Value ($000) $386 Shares 1,653 Est. Cost $159.56 Unrealized +38.5%
Salesforce com Inc 0.1%
Value ($000) $377 Shares 1,545 Est. Cost $162.71 Unrealized
IYW iShares USTechnology ETF 0.1%
Value ($000) $368 Shares 3,704 Est. Cost $88.49 Unrealized
Liberty SiriusXM Group 0.1%
Value ($000) $367 Shares 7,930 Est. Cost $38.45 Unrealized
XLF Financial Select Sector SPDR 0.1%
Value ($000) $360 Shares 9,839 Est. Cost $27.23 Unrealized
CLVT Clarivate PLC 0.1%
Value ($000) $359 Shares 13,073 Est. Cost $23.31 Unrealized +17.9%
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $355 Shares 1,279 Est. Cost $205.47 Unrealized +36.0%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $352 Shares 1,454 Est. Cost $220.90 Unrealized
VEU Vanguard FTSE All World Ex US 0.1%
Value ($000) $351 Shares 5,541 Est. Cost $54.10 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $350 Shares 3,107 Est. Cost $78.07 Unrealized +21.4%
CVX ChevronTexaco Corp 0.1%
Value ($000) $341 Shares 3,259 Est. Cost $72.83 Unrealized +19.6%
Target Inc 0.1%
Value ($000) $339 Shares 1,403 Est. Cost $132.39 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $326 Shares 880 Est. Cost $35.81 Unrealized +65.4%
SBUX Starbucks Corp 0.1%
Value ($000) $321 Shares 2,872 Est. Cost $60.95 Unrealized +66.8%
QCOM Qualcomm Inc 0.1%
Value ($000) $310 Shares 2,171 Est. Cost $63.57 Unrealized +92.2%
SPDR SSGA Gender Divrsty Indx ETF 0.1%
Value ($000) $304 Shares 3,000 Est. Cost $81.50 Unrealized
LBRDK Liberty Broadband Ser C 0.1%
Value ($000) $300 Shares 1,733 Est. Cost $112.22 Unrealized +34.2%
PG Procter Gamble Co 0.1%
Value ($000) $297 Shares 2,208 Est. Cost $112.64 Unrealized +7.2%
Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $290 Shares 1,814 Est. Cost $113.97 Unrealized
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $284 Shares 4,988 Est. Cost $35.45 Unrealized +38.4%
Cisco Systems Inc 0.1%
Value ($000) $283 Shares 5,352 Est. Cost $45.83 Unrealized
IVE iShares S P 500 Value ETF 0.1%
Value ($000) $282 Shares 1,914 Est. Cost $2115.10 Unrealized
Nomad Foods Ltd 0.1%
Value ($000) $281 Shares 9,966 Est. Cost $22.15 Unrealized
TRIP TripAdvisor Inc 0.1%
Value ($000) $276 Shares 6,855 Est. Cost $42.90 Unrealized +5.3%
SHOP Shopify Inc 0.1%
Value ($000) $276 Shares 189 Est. Cost $104.97 Unrealized +17.4%
CLF Cleveland Cliffs Inc 0.1%
Value ($000) $268 Shares 12,433 Est. Cost $18.84 Unrealized +4.6%
ECL Ecolab Inc 0.1%
Value ($000) $254 Shares 1,235 Est. Cost $118.70 Unrealized +73.8%
ACWI iShares MSCI ACWI ETF 0.1%
Value ($000) $253 Shares 2,508 Est. Cost $96.89 Unrealized
VMware Inc 0.1%
Value ($000) $239 Shares 1,497 Est. Cost $146.63 Unrealized
OEF iShares S P 100 ETF 0.1%
Value ($000) $236 Shares 1,204 Est. Cost $172.10 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $219 Shares 2,927 Est. Cost $64.34 Unrealized
MA Mastercard Inc 0.1%
Value ($000) $213 Shares 586 Est. Cost $243.79 Unrealized +48.6%
IGM iShares Expanded Tech Sector E 0.1%
Value ($000) $213 Shares 528 Est. Cost $403.41 Unrealized
VMC Vulcan Materials Co 0.1%
Value ($000) $204 Shares 1,172 Est. Cost $135.04 Unrealized +27.6%
Liberty Media Corp Liberty Formula One 0.1%
Value ($000) $200 Shares 4,160 Est. Cost $40.40 Unrealized
Adient PLC 0.1%
Value ($000) $196 Shares 4,356 Est. Cost $44.43 Unrealized
Verizon Communications 0.1%
Value ($000) $191 Shares 3,426 Est. Cost $56.57 Unrealized
Moelis Co Cl A 0.1%
Value ($000) $190 Shares 3,354 Est. Cost $35.07 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $188 Shares 645 Est. Cost $109.03 Unrealized +141.7%
Goldman Sachs Group Inc 0.0%
Value ($000) $181 Shares 477 Est. Cost $273.89 Unrealized
TTWO Take Two Interactive Software Inc 0.0%
Value ($000) $178 Shares 1,007 Est. Cost $139.97 Unrealized +26.8%
T AT T Inc 0.0%
Value ($000) $177 Shares 6,169 Est. Cost $16.69 Unrealized +1.8%
BlackRock Inc 0.0%
Value ($000) $176 Shares 201 Est. Cost $23357.90 Unrealized
ON On Semiconductor Corp 0.0%
Value ($000) $171 Shares 4,481 Est. Cost $27.90 Unrealized +40.7%
EA Electronic Arts 0.0%
Value ($000) $164 Shares 1,142 Est. Cost $112.35 Unrealized +23.2%
IBB iShares Biotechnology ETF 0.0%
Value ($000) $159 Shares 973 Est. Cost $1016.28 Unrealized
CPS Cooper Standard Holding Inc 0.0%
Value ($000) $150 Shares 5,177 Est. Cost $22.94 Unrealized +34.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $148 Shares 2,154 Est. Cost $53.80 Unrealized +3.8%
ADBE Adobe Inc 0.0%
Value ($000) $148 Shares 254 Est. Cost $342.92 Unrealized +50.3%
Constellation Brands Inc A 0.0%
Value ($000) $147 Shares 630 Est. Cost $213.43 Unrealized
CALY Callaway Golf Co 0.0%
Value ($000) $146 Shares 4,342 Est. Cost $21.59 Unrealized +48.8%
CVS CVS Health Corp 0.0%
Value ($000) $141 Shares 1,695 Est. Cost $53.75 Unrealized +31.1%
ACN Accenture PLC 0.0%
Value ($000) $133 Shares 451 Est. Cost $194.93 Unrealized +37.6%
SPYM SPDR Portfolio S P 500 ETF 0.0%
Value ($000) $130 Shares 2,594 Est. Cost $50.12 Unrealized
IJR iShares Core S P SmallCap ETF 0.0%
Value ($000) $129 Shares 1,145 Est. Cost $1383.68 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $129 Shares 497 Est. Cost $189.56 Unrealized +28.5%
Unilever PLC 0.0%
Value ($000) $128 Shares 2,200 Est. Cost $59.42 Unrealized
XBI SPDR S P Biotech ETF 0.0%
Value ($000) $127 Shares 938 Est. Cost $122.81 Unrealized
LIND Capital Acquisition Corp II 0.0%
Value ($000) $126 Shares 7,908 Est. Cost $13.02 Unrealized +29.9%
PFE Pfizer Inc 0.0%
Value ($000) $126 Shares 3,221 Est. Cost $26.86 Unrealized +15.4%
Zynga Inc 0.0%
Value ($000) $124 Shares 11,713 Est. Cost $7.81 Unrealized
WFC Wells Fargo Co New 0.0%
Value ($000) $123 Shares 2,735 Est. Cost $40.70 Unrealized -1.8%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $122 Shares 243 Est. Cost $329.23 Unrealized +41.5%
Exxon Mobil 0.0%
Value ($000) $120 Shares 1,914 Est. Cost $79.65 Unrealized
SO Southern Co 0.0%
Value ($000) $118 Shares 1,962 Est. Cost $49.77 Unrealized +8.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $118 Shares 2,750 Est. Cost $37.54 Unrealized +20.0%
EGBN Eagle Bancorp 0.0%
Value ($000) $117 Shares 2,101 Est. Cost $39.45 Unrealized +14.5%
Duke Energy Corp 0.0%
Value ($000) $116 Shares 1,183 Est. Cost $95.35 Unrealized
SCI Service Corp Intl 0.0%
Value ($000) $110 Shares 2,055 Est. Cost $48.52 Unrealized +9.4%
EPD Enterprise Products Ptnrs LP 0.0%
Value ($000) $109 Shares 4,530 Est. Cost $22.05 Unrealized
WMT Walmart Inc 0.0%
Value ($000) $108 Shares 767 Est. Cost $36.67 Unrealized +19.5%
WM Waste Management Inc 0.0%
Value ($000) $105 Shares 750 Est. Cost $114.31 Unrealized +12.5%
WisdomTree US Quality Dividend Growth Fund 0.0%
Value ($000) $104 Shares 1,750 Est. Cost $57.14 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $104 Shares 4,335 Est. Cost $23.99 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $102 Shares 1,070 Est. Cost $69.35 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $102 Shares 893 Est. Cost $86.68 Unrealized +24.7%
LYV Live Nation Inc 0.0%
Value ($000) $99 Shares 1,141 Est. Cost $79.48 Unrealized +7.9%
Blackrock Hlth Sciences Tst II 0.0%
Value ($000) $99 Shares 3,424 Est. Cost $28.91 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $96 Shares 397 Est. Cost $161.70 Unrealized +41.2%
MCD McDonalds Corp 0.0%
Value ($000) $95 Shares 413 Est. Cost $175.48 Unrealized +19.3%
Sirius XM Holdings Inc 0.0%
Value ($000) $94 Shares 14,400 Est. Cost $6.69 Unrealized
CDW Corp DE 0.0%
Value ($000) $92 Shares 527 Est. Cost $122.34 Unrealized
DE Deere Co 0.0%
Value ($000) $90 Shares 256 Est. Cost $317.98 Unrealized +7.8%
BLOK Amplify Transfrmtnl Data Sharing 0.0%
Value ($000) $90 Shares 1,891 Est. Cost $55.20 Unrealized
KLAC KLA Corp 0.0%
Value ($000) $89 Shares 276 Est. Cost $155.73 Unrealized +95.8%
ARK Next Generation Internet E 0.0%
Value ($000) $89 Shares 584 Est. Cost $145.85 Unrealized
C Citigroup Inc 0.0%
Value ($000) $89 Shares 1,261 Est. Cost $50.44 Unrealized +24.3%
Jacobs Engineering Group Inc 0.0%
Value ($000) $88 Shares 659 Est. Cost $116.46 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $87 Shares 109 Est. Cost $10.58 Unrealized +51.2%
ARK Innovation ETF 0.0%
Value ($000) $86 Shares 659 Est. Cost $124.73 Unrealized
SCHD Schwab US Dvd Equity 0.0%
Value ($000) $86 Shares 1,141 Est. Cost $44.61 Unrealized
TSM Taiwan Semiconductor Mfg Co 0.0%
Value ($000) $86 Shares 720 Est. Cost $98.88 Unrealized
ETN Eaton Corp plc 0.0%
Value ($000) $86 Shares 586 Est. Cost $104.04 Unrealized +28.7%
DHR Danaher Corp 0.0%
Value ($000) $85 Shares 318 Est. Cost $116.01 Unrealized +87.2%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $85 Shares 732 Est. Cost $93.51 Unrealized
ASML ASML Hldg NV 0.0%
Value ($000) $85 Shares 123 Est. Cost $281.05 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $84 Shares 1,396 Est. Cost $41.29 Unrealized +24.3%
AON Aon PLC 0.0%
Value ($000) $84 Shares 355 Est. Cost $186.20 Unrealized +26.9%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $82 Shares 706 Est. Cost $70.11 Unrealized +46.5%
CI Cigna Corp 0.0%
Value ($000) $81 Shares 344 Est. Cost $168.66 Unrealized +36.2%
FRCB First Republic Bank 0.0%
Value ($000) $79 Shares 424 Est. Cost $128.36 Unrealized +41.5%
Biogen Inc 0.0%
Value ($000) $79 Shares 230 Est. Cost $311.92 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $78 Shares 359 Est. Cost $167.33 Unrealized +26.6%
WPC WP Carey Inc 0.0%
Value ($000) $77 Shares 1,040 Est. Cost $70.30 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $76 Shares 735 Est. Cost $71.16 Unrealized +32.5%
DIA SPDR Dow Jones Industrial Average 0.0%
Value ($000) $76 Shares 221 Est. Cost $307.69 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $76 Shares 113 Est. Cost $161.30 Unrealized +34.6%
ATR Aptargroup Inc 0.0%
Value ($000) $76 Shares 541 Est. Cost $116.05 Unrealized +19.4%
MELI Mercadolibre Inc 0.0%
Value ($000) $76 Shares 49 Est. Cost $1410.19 Unrealized +4.1%
UPS United Parcel Srvc 0.0%
Value ($000) $75 Shares 362 Est. Cost $125.81 Unrealized +30.5%
ALB Albemarle Corp 0.0%
Value ($000) $74 Shares 442 Est. Cost $61.62 Unrealized +147.6%
Costco Wholesale Corp 0.0%
Value ($000) $73 Shares 185 Est. Cost $17458.72 Unrealized
Trane Technologies PLC 0.0%
Value ($000) $73 Shares 400 Est. Cost $122.50 Unrealized
Freeport McMoRan Inc 0.0%
Value ($000) $70 Shares 1,900 Est. Cost $32.61 Unrealized
RVTY PerkinElmer Inc 0.0%
Value ($000) $70 Shares 453 Est. Cost $131.13 Unrealized +6.1%
DOW Dow Inc 0.0%
Value ($000) $70 Shares 1,117 Est. Cost $45.60 Unrealized +12.0%
DRI Darden Restaurants Inc 0.0%
Value ($000) $69 Shares 474 Est. Cost $60.40 Unrealized +100.7%
DuPont De Nemours Inc 0.0%
Value ($000) $68 Shares 888 Est. Cost $70.96 Unrealized
Knowledge Leaders Developed 0.0%
Value ($000) $68 Shares 1,462 Est. Cost $37.62 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $67 Shares 1,015 Est. Cost $45.86 Unrealized +17.5%
PBA Pembina Pipeline Corp AB 0.0%
Value ($000) $67 Shares 2,134 Est. Cost $21.61 Unrealized +14.6%
GDDY GoDaddy Inc 0.0%
Value ($000) $67 Shares 775 Est. Cost $77.91 Unrealized +7.2%
Uber Technologies Inc 0.0%
Value ($000) $67 Shares 1,350 Est. Cost $30.35 Unrealized
Linde PLC 0.0%
Value ($000) $67 Shares 232 Est. Cost $4212.89 Unrealized
MSM MSC Indl Direct Inc Cl A 0.0%
Value ($000) $67 Shares 756 Est. Cost $85.20 Unrealized +7.3%
SSNC SS C Technologies Holdings Inc 0.0%
Value ($000) $66 Shares 922 Est. Cost $67.03 Unrealized +9.1%
STE Steris PLC 0.0%
Value ($000) $66 Shares 321 Est. Cost $178.36 Unrealized +8.4%
LUV Southwest Airlines Co 0.0%
Value ($000) $65 Shares 1,239 Est. Cost $37.90 Unrealized +47.1%
PM Philip Morris Intl 0.0%
Value ($000) $65 Shares 664 Est. Cost $65.24 Unrealized +17.1%
EL Estee Lauder Cos Inc The 0.0%
Value ($000) $65 Shares 207 Est. Cost $174.90 Unrealized +61.7%
SPDR S P Oil Gas Explr Prod ETF 0.0%
Value ($000) $64 Shares 665 Est. Cost $96.24 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $64 Shares 1,678 Est. Cost $21.36 Unrealized +56.8%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $64 Shares 634 Est. Cost $85.15 Unrealized
WH Wyndham Hotels Resorts Inc 0.0%
Value ($000) $64 Shares 889 Est. Cost $40.78 Unrealized +81.1%
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $63 Shares 600 Est. Cost $12.12 Unrealized +859.1%
PEP Pepsico Inc 0.0%
Value ($000) $63 Shares 426 Est. Cost $112.82 Unrealized +11.8%
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $62 Shares 1,579 Est. Cost $36.26 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $62 Shares 500 Est. Cost $73.00 Unrealized +60.0%
IWS iShares Russell Mid Cap Value 0.0%
Value ($000) $62 Shares 544 Est. Cost $76.65 Unrealized
ARK Autonomous Technology Ro 0.0%
Value ($000) $62 Shares 721 Est. Cost $76.92 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $61 Shares 517 Est. Cost $87.79 Unrealized +16.6%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $61 Shares 600 Est. Cost $70.80 Unrealized +10.1%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $60 Shares 782 Est. Cost $130.47 Unrealized
Liberty Media Corp Liberty Formula One 0.0%
Value ($000) $60 Shares 1,422 Est. Cost $39.20 Unrealized
AES AES Corp 0.0%
Value ($000) $59 Shares 2,300 Est. Cost $17.25 Unrealized +28.6%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $59 Shares 572 Est. Cost $312.63 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $59 Shares 555 Est. Cost $76.93 Unrealized +14.8%
ENTG Entegris Inc 0.0%
Value ($000) $58 Shares 479 Est. Cost $85.63 Unrealized +31.7%
Corteva Inc 0.0%
Value ($000) $57 Shares 1,300 Est. Cost $39.28 Unrealized
BRO Brown Brown 0.0%
Value ($000) $57 Shares 1,077 Est. Cost $44.47 Unrealized +12.2%
O I Glass Inc 0.0%
Value ($000) $57 Shares 3,500 Est. Cost $14.97 Unrealized
TJX TJX Cos Inc New 0.0%
Value ($000) $57 Shares 847 Est. Cost $49.52 Unrealized +28.6%
APH Amphenol Corp Cl A 0.0%
Value ($000) $56 Shares 819 Est. Cost $30.16 Unrealized +7.1%
LLY Eli Lilly Co 0.0%
Value ($000) $56 Shares 245 Est. Cost $126.31 Unrealized +51.9%
LMT Lockheed Martin 0.0%
Value ($000) $56 Shares 150 Est. Cost $321.49 Unrealized +5.3%
AMT American Tower Corp 0.0%
Value ($000) $56 Shares 209 Est. Cost $185.48 Unrealized +19.3%
MCHP Microchip Technology Inc 0.0%
Value ($000) $55 Shares 370 Est. Cost $45.12 Unrealized +53.3%
Zoetis Inc 0.0%
Value ($000) $55 Shares 300 Est. Cost $160.42 Unrealized
IJT iShares S P Small Cap 600 Grow 0.0%
Value ($000) $54 Shares 410 Est. Cost $113.43 Unrealized
IJK iShares S P Mid Cap 400 Growth 0.0%
Value ($000) $54 Shares 668 Est. Cost $72.03 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $54 Shares 220 Est. Cost $190.91 Unrealized +5.8%
HDFC Bk Ltd ADR 0.0%
Value ($000) $54 Shares 740 Est. Cost $71.62 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $54 Shares 150 Est. Cost $317.67 Unrealized +5.1%
ALGN Align Technology Inc 0.0%
Value ($000) $54 Shares 90 Est. Cost $305.27 Unrealized +93.9%
RSP Invesco S P 500 Equal Weight 0.0%
Value ($000) $54 Shares 360 Est. Cost $4362.09 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $53 Shares 447 Est. Cost $73.30 Unrealized +68.2%
TSCO Tractor Supply Co 0.0%
Value ($000) $53 Shares 287 Est. Cost $25.77 Unrealized +31.7%
ULTA Ulta Salon Cosmetics Fragrance Inc 0.0%
Value ($000) $53 Shares 155 Est. Cost $252.99 Unrealized +29.6%
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $53 Shares 853 Est. Cost $46.77 Unrealized +16.8%
FedEx Corp 0.0%
Value ($000) $52 Shares 177 Est. Cost $8502.89 Unrealized
General Elec Co 0.0%
Value ($000) $52 Shares 3,889 Est. Cost $21.28 Unrealized
MTN Vail Resorts Inc 0.0%
Value ($000) $52 Shares 166 Est. Cost $258.28 Unrealized +23.4%
TTC Toro Co 0.0%
Value ($000) $51 Shares 468 Est. Cost $88.40 Unrealized +24.3%
MAR Marriott Intl Inc New 0.0%
Value ($000) $51 Shares 377 Est. Cost $126.83 Unrealized +9.6%
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $50 Shares 283 Est. Cost $79842.73 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $50 Shares 2,775 Est. Cost $12.18 Unrealized +12.6%
Everbridge Inc 0.0%
Value ($000) $49 Shares 363 Est. Cost $148.76 Unrealized
SCHP Schwab U S TIPs ETF 0.0%
Value ($000) $49 Shares 795 Est. Cost $61.64 Unrealized
XYZ Square Inc 0.0%
Value ($000) $48 Shares 200 Est. Cost $195.07 Unrealized +18.9%
Util Slct Sector SPDR Fund 0.0%
Value ($000) $48 Shares 769 Est. Cost $65.04 Unrealized
IJJ iShares S P Mid Cap 400 Value 0.0%
Value ($000) $48 Shares 460 Est. Cost $86.38 Unrealized
IJS iShares S P Small Cap 600 Valu 0.0%
Value ($000) $47 Shares 454 Est. Cost $81.13 Unrealized
IYR iShares US Real Estate ETF 0.0%
Value ($000) $47 Shares 462 Est. Cost $99.82 Unrealized
Truist Financial Corp 0.0%
Value ($000) $47 Shares 848 Est. Cost $56.13 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $47 Shares 520 Est. Cost $29.37 Unrealized +59.7%
O Realty Income Corp 0.0%
Value ($000) $47 Shares 713 Est. Cost $46.24 Unrealized +12.1%
GLW Corning Inc 0.0%
Value ($000) $47 Shares 1,160 Est. Cost $32.33 Unrealized +18.5%
FAST Fastenal Co 0.0%
Value ($000) $46 Shares 885 Est. Cost $14.41 Unrealized +61.6%
ADI Analog Devices Inc 0.0%
Value ($000) $45 Shares 266 Est. Cost $105.07 Unrealized +40.5%
Ceridian HCM Holding Inc 0.0%
Value ($000) $45 Shares 479 Est. Cost $106.47 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $45 Shares 990 Est. Cost $39.02 Unrealized +5.5%
NEM Newmont Corp 0.0%
Value ($000) $45 Shares 717 Est. Cost $57.93 Unrealized 0.0%
H Hyatt Hotels Corp 0.0%
Value ($000) $44 Shares 579 Est. Cost $52.60 Unrealized +51.8%
Global Pmts Inc 0.0%
Value ($000) $44 Shares 234 Est. Cost $182.65 Unrealized
WSM Williams Sonoma Inc 0.0%
Value ($000) $44 Shares 281 Est. Cost $46.50 Unrealized +67.5%
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $44 Shares 2,618 Est. Cost $16.70 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $44 Shares 201 Est. Cost $157.44 Unrealized +27.3%
DOV Dover Corp 0.0%
Value ($000) $43 Shares 287 Est. Cost $98.38 Unrealized +41.4%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $43 Shares 340 Est. Cost $126.78 Unrealized
KEY Keycorp 0.0%
Value ($000) $43 Shares 2,100 Est. Cost $15.23 Unrealized +13.5%
CME CME Group Inc 0.0%
Value ($000) $42 Shares 200 Est. Cost $161.20 Unrealized +8.9%
LULU Lululemon Athletica Inc W I 0.0%
Value ($000) $42 Shares 116 Est. Cost $285.17 Unrealized +15.5%
FI Enhanced Large Cap Growth 0.0%
Value ($000) $42 Shares 62 Est. Cost $190.05 Unrealized
PGR Progressive Corp OH 0.0%
Value ($000) $42 Shares 435 Est. Cost $63.24 Unrealized +39.9%
MORN Morningstar Inc 0.0%
Value ($000) $41 Shares 162 Est. Cost $181.26 Unrealized +33.9%
SCHW Charles Schwab Corp 0.0%
Value ($000) $41 Shares 573 Est. Cost $41.18 Unrealized +61.8%
MTD Mettler Toledo Intl Inc 0.0%
Value ($000) $41 Shares 30 Est. Cost $1096.55 Unrealized +17.6%
IYK iShares U S Consumer Goods ET 0.0%
Value ($000) $41 Shares 225 Est. Cost $182.22 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $40 Shares 212 Est. Cost $152.21 Unrealized +7.9%
INTC Intel Corp 0.0%
Value ($000) $39 Shares 700 Est. Cost $51.68 Unrealized +3.7%
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $39 Shares 459 Est. Cost $31.48 Unrealized
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $38 Shares 226 Est. Cost $105.67 Unrealized +38.7%
ALC Alcon Inc 0.0%
Value ($000) $37 Shares 539 Est. Cost $61.67 Unrealized +14.0%
ELV Anthem Inc 0.0%
Value ($000) $37 Shares 98 Est. Cost $330.26 Unrealized +8.6%
Annaly Capital Management Inc 0.0%
Value ($000) $36 Shares 4,085 Est. Cost $8.50 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $36 Shares 135 Est. Cost $174.60 Unrealized +43.4%
OHI Omega Healthcare Investors 0.0%
Value ($000) $36 Shares 1,018 Est. Cost $35.99 Unrealized
Smith Nephew PLC ADR 0.0%
Value ($000) $33 Shares 762 Est. Cost $42.45 Unrealized
NIO Nio Inc Adr 0.0%
Value ($000) $32 Shares 603 Est. Cost $52.30 Unrealized
APD Air Products Chemicals Inc 0.0%
Value ($000) $32 Shares 113 Est. Cost $194.21 Unrealized +34.3%
CARR Carrier Global Corp 0.0%
Value ($000) $31 Shares 653 Est. Cost $32.85 Unrealized +27.8%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $31 Shares 193 Est. Cost $123.33 Unrealized +26.3%
XLK Tech Slct Sector SPDR Fd 0.0%
Value ($000) $31 Shares 212 Est. Cost $138.11 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $31 Shares 290 Est. Cost $110.34 Unrealized
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $30 Shares 420 Est. Cost $71.43 Unrealized
QUAL IShares MSCI USA Quality Facto 0.0%
Value ($000) $30 Shares 230 Est. Cost $110.83 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $30 Shares 195 Est. Cost $129.22 Unrealized -2.8%
EMR Emerson Elec Co 0.0%
Value ($000) $30 Shares 312 Est. Cost $64.84 Unrealized +31.9%
FMC FMC Corp 0.0%
Value ($000) $30 Shares 286 Est. Cost $78.54 Unrealized +26.6%
CAG ConAgra Brands Inc 0.0%
Value ($000) $29 Shares 803 Est. Cost $25.70 Unrealized +17.8%
Pool Corp 0.0%
Value ($000) $29 Shares 65 Est. Cost $369.23 Unrealized
RWX SPDR DJ Wilshire International 0.0%
Value ($000) $29 Shares 794 Est. Cost $34.39 Unrealized
Elanco Animal Hlth Inc 0.0%
Value ($000) $29 Shares 850 Est. Cost $29.39 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $29 Shares 925 Est. Cost $27.77 Unrealized 0.0%
IAU iShares Gold Trust 0.0%
Value ($000) $28 Shares 852 Est. Cost $32.86 Unrealized
iShares Core Tot USD Bnd Mkt ETF 0.0%
Value ($000) $28 Shares 525 Est. Cost $54.02 Unrealized
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $28 Shares 375 Est. Cost $74.67 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $28 Shares 341 Est. Cost $80.29 Unrealized
AMC Entertainment Holdings Inc 0.0%
Value ($000) $28 Shares 500 Est. Cost $10.00 Unrealized
XLV Health Care Slct Sector SPDR Fd 0.0%
Value ($000) $27 Shares 218 Est. Cost $105.70 Unrealized
AGG iShares Core Total US Aggregate 0.0%
Value ($000) $27 Shares 237 Est. Cost $753.16 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $27 Shares 175 Est. Cost $107.90 Unrealized +28.4%
BP BP PLC ADR 0.0%
Value ($000) $26 Shares 1,008 Est. Cost $461.35 Unrealized
RACE Ferrari NV 0.0%
Value ($000) $25 Shares 124 Est. Cost $204.03 Unrealized +2.2%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $25 Shares 678 Est. Cost $21.69 Unrealized
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $25 Shares 25 Est. Cost $959.73 Unrealized +16.9%
BA Boeing Co The 0.0%
Value ($000) $23 Shares 100 Est. Cost $170.93 Unrealized +41.4%
IBM Intl Business Machines Corp 0.0%
Value ($000) $23 Shares 163 Est. Cost $98.15 Unrealized +15.6%
ITA iShares U S Aerospace Defen 0.0%
Value ($000) $23 Shares 210 Est. Cost $109.52 Unrealized
LQD iShares iBoxx Investment Grade 0.0%
Value ($000) $23 Shares 174 Est. Cost $133.00 Unrealized
PFF iShares Preferred Income Sec 0.0%
Value ($000) $23 Shares 590 Est. Cost $38.52 Unrealized
CM Can Imperial Bk of Commerce 0.0%
Value ($000) $23 Shares 204 Est. Cost $37.28 Unrealized +20.0%
DBC Invesco DB Commodity Index Tra 0.0%
Value ($000) $22 Shares 1,190 Est. Cost $14.29 Unrealized
Innovator S P 500 Pwr Buffer ETF 0.0%
Value ($000) $22 Shares 690 Est. Cost $30.43 Unrealized
SPGI S P Global Inc 0.0%
Value ($000) $22 Shares 55 Est. Cost $313.06 Unrealized +18.1%
WMS Advanced Drain Sys Inc Del Com 0.0%
Value ($000) $22 Shares 192 Est. Cost $69.24 Unrealized +57.0%
ROL Rollins Inc 0.0%
Value ($000) $21 Shares 621 Est. Cost $36.34 Unrealized -9.4%
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $21 Shares 189 Est. Cost $113.04 Unrealized +4.4%
JPMorgan Ultra Short Incm ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.00 Unrealized
Datadog Inc 0.0%
Value ($000) $20 Shares 195 Est. Cost $51.94 Unrealized
VYMI Vanguard Intl High Div Yield ETF 0.0%
Value ($000) $20 Shares 305 Est. Cost $63.16 Unrealized
ICLR ICON PLC ADR 0.0%
Value ($000) $19 Shares 96 Est. Cost $195.53 Unrealized +10.4%
EXPD Expeditors Intl Of Washington Inc 0.0%
Value ($000) $19 Shares 151 Est. Cost $66.61 Unrealized +67.6%
DEO Diageo PLC ADR New 0.0%
Value ($000) $19 Shares 100 Est. Cost $160.63 Unrealized
Seaworld Entmt Inc 0.0%
Value ($000) $19 Shares 400 Est. Cost $29.92 Unrealized
ICLN iShares Global Clean Energy E 0.0%
Value ($000) $18 Shares 775 Est. Cost $23.23 Unrealized
OrthoPediatrics Corp 0.0%
Value ($000) $18 Shares 300 Est. Cost $40.00 Unrealized
NCR Corp New 0.0%
Value ($000) $18 Shares 400 Est. Cost $37.90 Unrealized
AAXJ iShares MSCI All Country Asia 0.0%
Value ($000) $18 Shares 195 Est. Cost $64.00 Unrealized
XLP Consumer Staples Slct Sector SPDR Fd 0.0%
Value ($000) $18 Shares 261 Est. Cost $58.13 Unrealized
EEMA iShares MSCI Em Markets Asia 0.0%
Value ($000) $18 Shares 198 Est. Cost $90.91 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $18 Shares 578 Est. Cost $25.29 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value ($000) $17 Shares 190 Est. Cost $55.68 Unrealized +32.4%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $17 Shares 32 Est. Cost $334.59 Unrealized +50.6%
Silicon Motion Tech Corp 0.0%
Value ($000) $16 Shares 250 Est. Cost $48.00 Unrealized
Seacor Marine Holdings 0.0%
Value ($000) $16 Shares 3,800 Est. Cost $12.63 Unrealized
DGS WisdomTree Emng Markets SC Div Fd 0.0%
Value ($000) $16 Shares 309 Est. Cost $51.78 Unrealized
Hill Rom Holdings Inc 0.0%
Value ($000) $16 Shares 146 Est. Cost $95.89 Unrealized
DLS WisdomTree Intl SC Div Fd 0.0%
Value ($000) $16 Shares 225 Est. Cost $71.11 Unrealized
Moderna Inc 0.0%
Value ($000) $16 Shares 70 Est. Cost $49.72 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $15 Shares 76 Est. Cost $181.94 Unrealized +6.6%
Crowdstrike Holdings Inc 0.0%
Value ($000) $15 Shares 60 Est. Cost $196.25 Unrealized
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $15 Shares 125 Est. Cost $123.75 Unrealized 0.0%
UnitedHealth Group Inc 0.0%
Value ($000) $15 Shares 38 Est. Cost $305.06 Unrealized
SHAK Shake Shack Inc 0.0%
Value ($000) $14 Shares 140 Est. Cost $77.61 Unrealized +30.0%
GSG iShares S P GSCI Commodity Indx Tst 0.0%
Value ($000) $14 Shares 900 Est. Cost $12.22 Unrealized
BX Blackstone Group Inc The 0.0%
Value ($000) $14 Shares 150 Est. Cost $48.82 Unrealized +56.2%
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $14 Shares 145 Est. Cost $76.77 Unrealized
Ansys Inc 0.0%
Value ($000) $13 Shares 39 Est. Cost $358.97 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $13 Shares 213 Est. Cost $50.05 Unrealized +5.7%
SPG Simon Property Group Inc 0.0%
Value ($000) $13 Shares 101 Est. Cost $80.13 Unrealized +20.2%
Atlassian Corp PLC Cl A 0.0%
Value ($000) $12 Shares 50 Est. Cost $240.00 Unrealized
Teladoc Health Inc 0.0%
Value ($000) $12 Shares 75 Est. Cost $173.96 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $12 Shares 100 Est. Cost $147.64 Unrealized -11.9%
SCHG Schwab U S Large Cap Growth ETF 0.0%
Value ($000) $12 Shares 85 Est. Cost $117.65 Unrealized
BlackRock Short Maturity Bond 0.0%
Value ($000) $12 Shares 240 Est. Cost $49.77 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $11 Shares 178 Est. Cost $44.79 Unrealized +12.8%
Vanguard Intermediate Term Tre 0.0%
Value ($000) $11 Shares 171 Est. Cost $64.33 Unrealized
IGSB iShares Trust iShares 1 5 Year 0.0%
Value ($000) $11 Shares 213 Est. Cost $54.92 Unrealized
IGIB iShares Trust iShares 5 10 Year 0.0%
Value ($000) $11 Shares 190 Est. Cost $60.73 Unrealized
XLE Energy Select Sector SPDR Fd 0.0%
Value ($000) $10 Shares 192 Est. Cost $43.63 Unrealized
Regions Financial 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.36 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $10 Shares 71 Est. Cost $128.83 Unrealized 0.0%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $10 Shares 500 Est. Cost $14.00 Unrealized
FHN First Horizon National Corp 0.0%
Value ($000) $10 Shares 600 Est. Cost $13.32 Unrealized +15.7%
ViacomCBS Inc CL B 0.0%
Value ($000) $10 Shares 240 Est. Cost $37.50 Unrealized
Cree Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $100.00 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
JD com Inc 0.0%
Value ($000) $9 Shares 122 Est. Cost $73.77 Unrealized
Innovator S P 500 Ultra Buffer 0.0%
Value ($000) $9 Shares 325 Est. Cost $27.69 Unrealized
iShares Core High Dividend ETF 0.0%
Value ($000) $9 Shares 95 Est. Cost $94.74 Unrealized
ALL Allstate Corp The 0.0%
Value ($000) $9 Shares 75 Est. Cost $97.70 Unrealized +18.0%
TE Connectivity 0.0%
Value ($000) $8 Shares 65 Est. Cost $109.24 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $8 Shares 43 Est. Cost $153.63 Unrealized +11.2%
Altria Group Inc 0.0%
Value ($000) $8 Shares 168 Est. Cost $45.26 Unrealized
PSLV Sprott Physical Silver Tst 0.0%
Value ($000) $7 Shares 855 Est. Cost $9.36 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $7 Shares 184 Est. Cost $25.24 Unrealized +13.5%
Discovery Inc A 0.0%
Value ($000) $7 Shares 230 Est. Cost $30.43 Unrealized
CoStar Group Inc 0.0%
Value ($000) $7 Shares 90 Est. Cost $158.89 Unrealized
HEI HEICO Corp 0.0%
Value ($000) $7 Shares 53 Est. Cost $122.00 Unrealized +13.1%
F Ford Mtr Co 0.0%
Value ($000) $6 Shares 442 Est. Cost $6.35 Unrealized +58.8%
MKC McCormick Co Inc 0.0%
Value ($000) $6 Shares 68 Est. Cost $86.24 Unrealized -6.4%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $6 Shares 57 Est. Cost $82.64 Unrealized
NEO NeoGenomics Inc 0.0%
Value ($000) $6 Shares 150 Est. Cost $23.81 Unrealized +86.1%
Ishares Core Msci Emerging Mkts 0.0%
Value ($000) $5 Shares 79 Est. Cost $9238.86 Unrealized
ElectroCore LLC 0.0%
Value ($000) $5 Shares 4,590 Est. Cost $1.53 Unrealized
iShares Core MSCI Europe ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.48 Unrealized
Tenable Holdings Inc 0.0%
Value ($000) $5 Shares 139 Est. Cost $52.85 Unrealized
Raytheon Technologies Corp 0.0%
Value ($000) $5 Shares 60 Est. Cost $70.15 Unrealized
SPDR Bloomberg Barclays S T H Y Bond ETF 0.0%
Value ($000) $4 Shares 164 Est. Cost $24.39 Unrealized
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
GrowGeneration Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
Fidelity National Information Svcs 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.33 Unrealized
AXP American Express Co 0.0%
Value ($000) $3 Shares 23 Est. Cost $147.87 Unrealized 0.0%
BXMT Blackstone Mtg Tst Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.20 Unrealized
IYJ iShares U S Industrials ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
ARK Space Exploration Innovatn 0.0%
Value ($000) $3 Shares 144 Est. Cost $20.83 Unrealized
StoneCo Ltd 0.0%
Value ($000) $3 Shares 50 Est. Cost $84.44 Unrealized
VXUS Vanguard Total Intl Stock ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $1156.33 Unrealized
KO Coca Cola Co 0.0%
Value ($000) $3 Shares 67 Est. Cost $43.05 Unrealized +9.8%
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.18 Unrealized +46.7%
Canopy Growth Corp 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.35 Unrealized
BEP Brookfield Renewable Pwr Fund 0.0%
Value ($000) $2 Shares 63 Est. Cost $49.15 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 +140.4%
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 24 Est. Cost $70.28 Unrealized +16.4%
CRMD Cormedix Inc 0.0%
Value ($000) $2 Shares 400 Est. Cost $9.02 Unrealized -11.8%
AMGN Amgen Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $197.95 Unrealized +7.3%
A Agilent Technologies 0.0%
Value ($000) $2 Shares 20 Est. Cost $132.25 Unrealized 0.0%
Broadcom Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $295.94 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $2 Shares 36 Est. Cost $63.00 Unrealized +5.6%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $5416.70 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $115.53 Unrealized -2.7%
WAB Wabtec Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $66.42 Unrealized +19.0%
Arch Resources Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $126.62 Unrealized +11.6%
HAL Halliburton Co 0.0%
Value ($000) $1 Shares 78 Est. Cost $20.36 Unrealized 0.0%
Valero Energy Corp 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.07 Unrealized +8.8%
OKE Oneok Inc New 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.29 Unrealized 0.0%
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.16 Unrealized +41.3%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.82 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $1 Shares 29 Est. Cost $50.51 Unrealized +3.5%
Exterran Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
AGI Alamos Gold Inc Cl A 0.0%
Value ($000) $0 Shares 87 Est. Cost $8.51 Unrealized -3.4%
Advaxis Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $2090.91 Unrealized
Mr Cooper Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $108.32 Unrealized 0.0%
NAVBQ Navidea Biopharm Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $600.00 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $0 Shares 6 Est. Cost $86.90 Unrealized +43.8%
NVT Nvent Electric PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.34 Unrealized +48.3%
CCL Carnival Corp 0.0%
Value ($000) $0 Shares 23 Est. Cost $28.00 Unrealized 0.0%
PNR Pentair plc ordinary 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.98 Unrealized +29.8%
HSBC HSBC Holdings PLC ADR New 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized +21.1%
ARK Fintech Innovation ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AROC Archrock Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost $6.85 Unrealized +7.1%
Purple Innovation Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.73 Unrealized
Pinterest Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $66.67 Unrealized
SE Sea LTD ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $200.00 Unrealized
KHC Kraft Heinz Co Com Stk 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.92 Unrealized +61.7%
MHK Mohawk Industries Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $89.92 Unrealized +126.3%