SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 27, 2021

Total Value ($000): $388,823 (100.0% shares, 0.0% debt)

Holdings (431)

SPY SPDR SP 500 ETF Trust 18.4%
Value ($000) $71,354 Shares 166,272 Est. Cost $3404.11 Unrealized
VUG Vanguard Growth ETF 10.4%
Value ($000) $40,510 Shares 139,608 Est. Cost $164.40 Unrealized
IWR iShares Russell MidCap ETF 8.3%
Value ($000) $32,201 Shares 411,673 Est. Cost $69.51 Unrealized
BAC Bank of America Corp 7.0%
Value ($000) $27,107 Shares 638,564 Est. Cost $24.52 Unrealized +47.2%
IWF iShares Russell 1000 Growth ET 4.3%
Value ($000) $16,889 Shares 61,631 Est. Cost $128.04 Unrealized
VTV Vanguard Value ETF 4.0%
Value ($000) $15,486 Shares 114,401 Est. Cost $3917.54 Unrealized
ACWX iShares MSCI ACWI ex US ETF 3.5%
Value ($000) $13,737 Shares 247,924 Est. Cost $1782.82 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 3.2%
Value ($000) $12,341 Shares 30 Est. Cost $313331.60 Unrealized +34.9%
VTEB Vanguard TaxExempt Bond Index 2.2%
Value ($000) $8,522 Shares 155,612 Est. Cost $53.66 Unrealized
Endava PLC 2.2%
Value ($000) $8,511 Shares 62,654 Est. Cost $57.43 Unrealized
IWD iShares Russell 1000 Value ETF 2.0%
Value ($000) $7,868 Shares 50,277 Est. Cost $125.11 Unrealized
AAPL Apple Inc 1.8%
Value ($000) $7,021 Shares 49,622 Est. Cost $96.67 Unrealized +48.9%
IWM iShares Russell 2000 ETF 1.7%
Value ($000) $6,800 Shares 31,088 Est. Cost $173.65 Unrealized
MSFT Microsoft 1.3%
Value ($000) $4,910 Shares 17,419 Est. Cost $167.07 Unrealized +68.0%
VIG Vanguard Dividend Appreciation Index Fd 1.2%
Value ($000) $4,613 Shares 30,038 Est. Cost $119.31 Unrealized
IJH iShares Core SP Mid Cap ETF 1.0%
Value ($000) $4,018 Shares 15,275 Est. Cost $630.98 Unrealized
BALL Ball Corp 0.8%
Value ($000) $3,203 Shares 35,611 Est. Cost $57.52 Unrealized +45.5%
VEA Vanguard FTSE Developed Mrkt 0.8%
Value ($000) $3,033 Shares 60,079 Est. Cost $46.06 Unrealized
VYM Vanguard HY ETF 0.7%
Value ($000) $2,882 Shares 27,886 Est. Cost $73.62 Unrealized
SDY SPDR SP Dividend ETF 0.7%
Value ($000) $2,824 Shares 24,024 Est. Cost $94.37 Unrealized
VT Vanguard Total World Stock Index Fd 0.7%
Value ($000) $2,718 Shares 26,695 Est. Cost $2500.47 Unrealized
VOT Vanguard MidCap Growth Index 0.6%
Value ($000) $2,525 Shares 10,688 Est. Cost $182.13 Unrealized
IWV iShares Russell 3000 ETF 0.6%
Value ($000) $2,446 Shares 9,599 Est. Cost $19662.60 Unrealized
AMZN Amazon com Inc 0.6%
Value ($000) $2,414 Shares 735 Est. Cost $143.69 Unrealized +20.0%
CCI Crown Castle Intl Corp 0.6%
Value ($000) $2,389 Shares 13,788 Est. Cost $77.50 Unrealized +101.2%
META Facebook Inc Cl A 0.6%
Value ($000) $2,282 Shares 6,725 Est. Cost $298.06 Unrealized +20.0%
VBK Vanguard SmallCap Grwth Vipers 0.6%
Value ($000) $2,153 Shares 7,685 Est. Cost $206.88 Unrealized
VO Vanguard MidCap ETF 0.5%
Value ($000) $2,121 Shares 8,960 Est. Cost $166.23 Unrealized
IWO iShares Russell 2000 Growth ET 0.5%
Value ($000) $2,059 Shares 7,013 Est. Cost $202.68 Unrealized
Alphabet Inc Cl C 0.5%
Value ($000) $1,905 Shares 715 Est. Cost $2216.80 Unrealized
HON Honeywell Intl Inc 0.4%
Value ($000) $1,722 Shares 8,113 Est. Cost $170.71 Unrealized +14.0%
Golub Capital BDC Inc 0.4%
Value ($000) $1,687 Shares 106,749 Est. Cost $16.43 Unrealized
VWO Vanguard FTSE Emg Mkts 0.4%
Value ($000) $1,649 Shares 32,982 Est. Cost $1124.99 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.4%
Value ($000) $1,432 Shares 6,451 Est. Cost $2139.71 Unrealized
VB Vanguard SmallCap ETF 0.4%
Value ($000) $1,419 Shares 6,490 Est. Cost $154.09 Unrealized
VOE Vanguard MC Value Index Fd ETF 0.4%
Value ($000) $1,399 Shares 10,025 Est. Cost $123.62 Unrealized
Alphabet Inc Cl A 0.4%
Value ($000) $1,395 Shares 522 Est. Cost $1890.70 Unrealized
Netflix Com Inc 0.4%
Value ($000) $1,361 Shares 2,230 Est. Cost $507.41 Unrealized
VOO Vanguard SP 500 ETF 0.3%
Value ($000) $1,236 Shares 3,136 Est. Cost $322.56 Unrealized
VCSH Vanguard Scottsdale Fd ST Crp Bd Idx 0.3%
Value ($000) $1,175 Shares 14,259 Est. Cost $80.23 Unrealized
SCHX Schwab US LargeCap ETF 0.3%
Value ($000) $1,161 Shares 11,163 Est. Cost $76.81 Unrealized
IVV iShares Core SP 500 ETF 0.3%
Value ($000) $1,158 Shares 2,688 Est. Cost $330.71 Unrealized
IWP iShares Russell MidCap Growth 0.3%
Value ($000) $1,076 Shares 9,609 Est. Cost $107.74 Unrealized
JPMorgan Chase Co 0.3%
Value ($000) $1,067 Shares 6,524 Est. Cost $2443.28 Unrealized
Twitter Inc 0.3%
Value ($000) $1,064 Shares 17,634 Est. Cost $40.98 Unrealized
LBRDK Liberty Broadband Ser C 0.3%
Value ($000) $1,004 Shares 5,816 Est. Cost $151.85 Unrealized +11.1%
HD Home Depot Inc 0.3%
Value ($000) $1,003 Shares 3,057 Est. Cost $198.95 Unrealized +48.0%
CMCSA Comcast Corp Cl A 0.2%
Value ($000) $948 Shares 16,950 Est. Cost $46.70 Unrealized +10.0%
DIS Walt Disney 0.2%
Value ($000) $937 Shares 5,543 Est. Cost $142.17 Unrealized +22.5%
WFC Wells Fargo Co New 0.2%
Value ($000) $902 Shares 19,437 Est. Cost $41.46 Unrealized +0.3%
VOOG Vanguard S P Growth 0.2%
Value ($000) $871 Shares 3,268 Est. Cost $226.23 Unrealized
Vertiv Holdings LLC 0.2%
Value ($000) $854 Shares 35,474 Est. Cost $13.98 Unrealized
Pinnacle Financial Partners 0.2%
Value ($000) $846 Shares 9,000 Est. Cost $64.44 Unrealized
VGT Vanguard Information Technology Index Fd 0.2%
Value ($000) $829 Shares 2,067 Est. Cost $353.68 Unrealized
C Citigroup Inc 0.2%
Value ($000) $823 Shares 11,731 Est. Cost $58.69 Unrealized +1.7%
JNJ Johnson Johnson Co 0.2%
Value ($000) $823 Shares 5,100 Est. Cost $118.36 Unrealized +26.9%
AON Aon PLC 0.2%
Value ($000) $806 Shares 2,823 Est. Cost $250.97 Unrealized +3.7%
CPRT Copart Inc 0.2%
Value ($000) $799 Shares 5,764 Est. Cost $22.59 Unrealized +58.2%
MGC Vanguard Mega Cap ETF 0.2%
Value ($000) $794 Shares 5,214 Est. Cost $135.58 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $769 Shares 7,908 Est. Cost $84.99 Unrealized +0.8%
iShares Edge MSCI Min Vol USA 0.2%
Value ($000) $752 Shares 10,242 Est. Cost $56.40 Unrealized
IVW iShares SP 500 Growth ETF 0.2%
Value ($000) $744 Shares 10,075 Est. Cost $201.45 Unrealized
Invesco QQQ Trust Series 1 0.2%
Value ($000) $689 Shares 1,927 Est. Cost $15619.62 Unrealized
V Visa Inc Class A Shs 0.2%
Value ($000) $648 Shares 2,911 Est. Cost $188.70 Unrealized +20.3%
MRK Merck Co New 0.2%
Value ($000) $631 Shares 8,402 Est. Cost $58.57 Unrealized +12.9%
VBR Vanguard Small Cap Vipers 0.2%
Value ($000) $586 Shares 3,462 Est. Cost $154.10 Unrealized
Scientific Games Corp 0.1%
Value ($000) $583 Shares 7,025 Est. Cost $37.00 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $568 Shares 335 Est. Cost $1126.21 Unrealized +42.4%
SCHM Schwab U S MidCap ETF 0.1%
Value ($000) $566 Shares 7,390 Est. Cost $364.02 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $564 Shares 4,781 Est. Cost $67.10 Unrealized +69.1%
UnitedHealth Group Inc 0.1%
Value ($000) $548 Shares 1,405 Est. Cost $387.74 Unrealized
BND Vanguard Total Bd Market ETF 0.1%
Value ($000) $547 Shares 6,406 Est. Cost $86.30 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $537 Shares 5,382 Est. Cost $98.43 Unrealized
MAR Marriott Intl Inc New 0.1%
Value ($000) $520 Shares 3,518 Est. Cost $133.80 Unrealized +0.6%
MLM Martin Marietta Materials 0.1%
Value ($000) $517 Shares 1,514 Est. Cost $252.66 Unrealized +40.1%
3M Co 0.1%
Value ($000) $495 Shares 2,827 Est. Cost $204.79 Unrealized
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $493 Shares 1,809 Est. Cost $227.56 Unrealized +23.4%
EEM iShares MSCI Emerging Mkts 0.1%
Value ($000) $486 Shares 9,664 Est. Cost $39.42 Unrealized
GLD SPDR Gold Trust ETF 0.1%
Value ($000) $484 Shares 2,950 Est. Cost $178.31 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $472 Shares 986 Est. Cost $39.52 Unrealized +77.8%
HLT Hilton Worldwide Holdings Inc 0.1%
Value ($000) $457 Shares 3,461 Est. Cost $118.19 Unrealized +5.6%
ELV ANTHEM INC COM 0.1%
Value ($000) $454 Shares 1,219 Est. Cost $355.40 Unrealized +0.6%
Salesforce com Inc 0.1%
Value ($000) $435 Shares 1,607 Est. Cost $166.88 Unrealized
MDY SPDR SP MidCap 400 ETF Trust 0.1%
Value ($000) $388 Shares 808 Est. Cost $364.12 Unrealized
Liberty SiriusXM Group 0.1%
Value ($000) $381 Shares 8,033 Est. Cost $38.57 Unrealized
IYW iShares USTechnology ETF 0.1%
Value ($000) $375 Shares 3,704 Est. Cost $88.49 Unrealized
XLF Financial Select Sector SPDR 0.1%
Value ($000) $369 Shares 9,841 Est. Cost $27.23 Unrealized
Target Inc 0.1%
Value ($000) $367 Shares 1,606 Est. Cost $144.54 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $359 Shares 3,336 Est. Cost $79.39 Unrealized +22.5%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $351 Shares 1,454 Est. Cost $220.90 Unrealized
Z Zillow Grp Inc Cl C 0.1%
Value ($000) $347 Shares 3,937 Est. Cost $62.10 Unrealized +62.9%
PG Procter Gamble Co 0.1%
Value ($000) $346 Shares 2,478 Est. Cost $114.23 Unrealized +11.4%
VEU Vanguard FTSE AllWorld ExUS 0.1%
Value ($000) $338 Shares 5,545 Est. Cost $54.10 Unrealized
CVX ChevronTexaco Corp 0.1%
Value ($000) $328 Shares 3,237 Est. Cost $72.83 Unrealized +14.4%
VMware Inc 0.1%
Value ($000) $326 Shares 2,197 Est. Cost $147.19 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $325 Shares 2,953 Est. Cost $62.17 Unrealized +70.0%
CLVT Clarivate PLC 0.1%
Value ($000) $313 Shares 14,325 Est. Cost $23.40 Unrealized +4.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $303 Shares 2,356 Est. Cost $68.70 Unrealized +87.5%
SPDR SSGA Gender Divrsty Indx ETF 0.1%
Value ($000) $302 Shares 3,000 Est. Cost $81.50 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $293 Shares 963 Est. Cost $217.00 Unrealized +22.9%
Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $288 Shares 1,819 Est. Cost $113.97 Unrealized
Nomad Foods Ltd 0.1%
Value ($000) $274 Shares 9,966 Est. Cost $22.15 Unrealized
Cisco Systems Inc 0.1%
Value ($000) $272 Shares 5,011 Est. Cost $45.83 Unrealized
MA Mastercard Inc 0.1%
Value ($000) $258 Shares 743 Est. Cost $267.24 Unrealized +32.7%
ECL Ecolab Inc 0.1%
Value ($000) $257 Shares 1,236 Est. Cost $118.70 Unrealized +75.7%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $249 Shares 1,542 Est. Cost $145.89 Unrealized +3.3%
CLF CLEVELAND CLIFFS INC COM 0.1%
Value ($000) $247 Shares 12,478 Est. Cost $18.84 Unrealized +21.0%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $240 Shares 421 Est. Cost $419.34 Unrealized +29.3%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $240 Shares 925 Est. Cost $161.71 Unrealized +75.0%
OEF iShares S and P 100 ETF 0.1%
Value ($000) $238 Shares 1,208 Est. Cost $172.10 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $225 Shares 166 Est. Cost $104.97 Unrealized +42.7%
Costco Wholesale Corp 0.1%
Value ($000) $222 Shares 494 Est. Cost $6819.28 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $217 Shares 2,927 Est. Cost $64.34 Unrealized
CDW CorpDE 0.1%
Value ($000) $215 Shares 1,184 Est. Cost $155.21 Unrealized
Liberty Media CorpLiberty Formula One 0.1%
Value ($000) $214 Shares 4,178 Est. Cost $40.40 Unrealized
VMC Vulcan Materials Co 0.1%
Value ($000) $214 Shares 1,268 Est. Cost $137.91 Unrealized +25.4%
IGM iShares Expanded Tech Sector E 0.1%
Value ($000) $213 Shares 528 Est. Cost $403.41 Unrealized
Adient PLC 0.1%
Value ($000) $212 Shares 5,121 Est. Cost $43.98 Unrealized
EW Edwards Lifesciences Corp 0.1%
Value ($000) $207 Shares 1,834 Est. Cost $96.92 Unrealized +17.8%
Moelis Co Cl A 0.1%
Value ($000) $207 Shares 3,354 Est. Cost $35.07 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $206 Shares 358 Est. Cost $426.14 Unrealized +47.7%
ON On Semiconductor Corp 0.1%
Value ($000) $204 Shares 4,470 Est. Cost $27.90 Unrealized +53.2%
IVE iShares SP 500 Value ETF 0.1%
Value ($000) $203 Shares 1,400 Est. Cost $2115.10 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $202 Shares 767 Est. Cost $212.68 Unrealized +20.0%
EA Electronic Arts 0.0%
Value ($000) $186 Shares 1,314 Est. Cost $115.58 Unrealized +18.6%
SCHW Charles Schwab Corp 0.0%
Value ($000) $181 Shares 2,498 Est. Cost $61.38 Unrealized +9.8%
CALY Callaway Golf Co 0.0%
Value ($000) $180 Shares 6,535 Est. Cost $24.56 Unrealized +23.9%
Activision Blizzard Inc 0.0%
Value ($000) $176 Shares 2,284 Est. Cost $73.44 Unrealized
Uber Technologies Inc 0.0%
Value ($000) $169 Shares 3,786 Est. Cost $39.54 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS A 0.0%
Value ($000) $166 Shares 1,778 Est. Cost $71.23 Unrealized +0.3%
BlackRock Inc 0.0%
Value ($000) $165 Shares 197 Est. Cost $23357.90 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $165 Shares 685 Est. Cost $191.51 Unrealized +12.7%
PFE Pfizer Inc 0.0%
Value ($000) $160 Shares 3,735 Est. Cost $28.07 Unrealized +27.1%
RVTY PerkinElmer Inc 0.0%
Value ($000) $158 Shares 912 Est. Cost $152.93 Unrealized +14.1%
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $157 Shares 973 Est. Cost $1016.28 Unrealized
TTWO Take Two Interactive Software Inc 0.0%
Value ($000) $157 Shares 1,020 Est. Cost $140.25 Unrealized +15.5%
MORN Morningstar Inc 0.0%
Value ($000) $150 Shares 582 Est. Cost $240.04 Unrealized +9.4%
SLV iShares Silver Trust 0.0%
Value ($000) $142 Shares 6,935 Est. Cost $22.67 Unrealized
ACN Accenture PLC 0.0%
Value ($000) $141 Shares 442 Est. Cost $194.93 Unrealized +56.7%
ASML ASML Hldg NV 0.0%
Value ($000) $137 Shares 185 Est. Cost $435.04 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $134 Shares 174 Est. Cost $187.26 Unrealized +25.7%
Constellation Brands Inc A 0.0%
Value ($000) $133 Shares 632 Est. Cost $213.43 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $129 Shares 892 Est. Cost $147.45 Unrealized +3.5%
FRCB First Republic Bank 0.0%
Value ($000) $129 Shares 670 Est. Cost $152.72 Unrealized +27.5%
APH Amphenol Corp Cl A 0.0%
Value ($000) $127 Shares 1,734 Est. Cost $32.83 Unrealized +7.3%
CVS CVS Health Corp 0.0%
Value ($000) $126 Shares 1,490 Est. Cost $53.75 Unrealized +34.9%
WMT Walmart Inc 0.0%
Value ($000) $125 Shares 899 Est. Cost $37.96 Unrealized +19.8%
IJR iShares Core SP SmallCap ETF 0.0%
Value ($000) $125 Shares 1,148 Est. Cost $1383.68 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $124 Shares 1,783 Est. Cost $53.80 Unrealized +10.4%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $120 Shares 2,101 Est. Cost $39.45 Unrealized +16.5%
Verizon Communications 0.0%
Value ($000) $120 Shares 2,230 Est. Cost $56.57 Unrealized
SCI Service Corp Intl 0.0%
Value ($000) $117 Shares 1,953 Est. Cost $48.52 Unrealized +25.4%
XBI SPDR SP Biotech ETF 0.0%
Value ($000) $117 Shares 938 Est. Cost $122.81 Unrealized
KLAC KLA Corp 0.0%
Value ($000) $117 Shares 350 Est. Cost $190.19 Unrealized +67.6%
LIND Capital Acquisition Corp II 0.0%
Value ($000) $115 Shares 7,908 Est. Cost $13.02 Unrealized +7.9%
WM Waste Management Inc 0.0%
Value ($000) $115 Shares 771 Est. Cost $115.01 Unrealized +21.5%
Goldman Sachs Group Inc 0.0%
Value ($000) $113 Shares 301 Est. Cost $273.89 Unrealized
Ceridian HCM Holding Inc 0.0%
Value ($000) $111 Shares 994 Est. Cost $109.17 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $111 Shares 536 Est. Cost $18.66 Unrealized +11.1%
Exxon Mobil 0.0%
Value ($000) $109 Shares 1,856 Est. Cost $79.65 Unrealized
Jacobs Engineering Group Inc 0.0%
Value ($000) $109 Shares 826 Est. Cost $119.60 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $109 Shares 955 Est. Cost $79.51 Unrealized +33.5%
BRO Brown and Brown 0.0%
Value ($000) $108 Shares 1,955 Est. Cost $48.82 Unrealized +10.9%
CPS Cooper Standard Holding Inc 0.0%
Value ($000) $108 Shares 4,938 Est. Cost $22.94 Unrealized +4.7%
ENTG Entegris Inc 0.0%
Value ($000) $107 Shares 853 Est. Cost $100.01 Unrealized +18.4%
CMI Cummins Inc 0.0%
Value ($000) $105 Shares 468 Est. Cost $169.09 Unrealized +24.4%
SSNC SSC Technologies Holdings Inc 0.0%
Value ($000) $103 Shares 1,491 Est. Cost $69.74 Unrealized +6.3%
CME CME Group Inc 0.0%
Value ($000) $102 Shares 528 Est. Cost $166.17 Unrealized +1.8%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $102 Shares 1,750 Est. Cost $57.14 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $100 Shares 151 Est. Cost $456.28 Unrealized +48.8%
RSP Invesco SP 500 Equal Weight 0.0%
Value ($000) $99 Shares 661 Est. Cost $2443.93 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $98 Shares 447 Est. Cost $63.20 Unrealized +220.2%
Unilever PLC 0.0%
Value ($000) $98 Shares 1,814 Est. Cost $59.42 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $95 Shares 473 Est. Cost $29.78 Unrealized +20.8%
UPS United Parcel Srvc 0.0%
Value ($000) $93 Shares 515 Est. Cost $136.79 Unrealized +19.0%
Blackrock Hlth Sciences Tst II 0.0%
Value ($000) $92 Shares 3,424 Est. Cost $28.91 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $92 Shares 2,180 Est. Cost $37.54 Unrealized +5.8%
ICLN ISHARES S P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $92 Shares 4,287 Est. Cost $21.78 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $92 Shares 2,739 Est. Cost $42.90 Unrealized -16.4%
PAYX Paychex Inc 0.0%
Value ($000) $91 Shares 816 Est. Cost $84.08 Unrealized +18.1%
T ATT Inc 0.0%
Value ($000) $91 Shares 3,382 Est. Cost $16.69 Unrealized -3.7%
NTR Nutrien Ltd 0.0%
Value ($000) $91 Shares 1,406 Est. Cost $41.29 Unrealized +29.5%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $89 Shares 1,519 Est. Cost $48.84 Unrealized +12.3%
TJX TJX Cos Inc New 0.0%
Value ($000) $89 Shares 1,359 Est. Cost $55.52 Unrealized +17.9%
Zynga Inc 0.0%
Value ($000) $88 Shares 11,773 Est. Cost $7.81 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $88 Shares 14,498 Est. Cost $6.69 Unrealized
ETN Eaton Corp plc 0.0%
Value ($000) $88 Shares 590 Est. Cost $104.04 Unrealized +43.4%
GDDY GoDaddy Inc 0.0%
Value ($000) $88 Shares 1,269 Est. Cost $77.72 Unrealized -0.4%
Everbridge Inc 0.0%
Value ($000) $87 Shares 580 Est. Cost $149.22 Unrealized
Datadog Inc 0.0%
Value ($000) $85 Shares 605 Est. Cost $111.95 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $85 Shares 324 Est. Cost $207.91 Unrealized +19.6%
SCHD Schwab US Dvd Equity 0.0%
Value ($000) $84 Shares 1,141 Est. Cost $44.61 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $84 Shares 738 Est. Cost $93.51 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $84 Shares 1,891 Est. Cost $55.20 Unrealized
ARK Next Generation Internet E 0.0%
Value ($000) $81 Shares 584 Est. Cost $145.85 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $79 Shares 406 Est. Cost $176.53 Unrealized +10.6%
Linde PLC 0.0%
Value ($000) $78 Shares 269 Est. Cost $3673.31 Unrealized
ULTA Ulta Salon Cosmetics and Fragrance Inc 0.0%
Value ($000) $77 Shares 215 Est. Cost $283.19 Unrealized +27.5%
WPC WP CAREY INC COM 0.0%
Value ($000) $76 Shares 1,054 Est. Cost $70.32 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $74 Shares 495 Est. Cost $115.91 Unrealized +16.5%
WSM Williams Sonoma Inc 0.0%
Value ($000) $73 Shares 415 Est. Cost $56.58 Unrealized +37.4%
PGR Progressive Corp OH 0.0%
Value ($000) $72 Shares 807 Est. Cost $73.43 Unrealized +16.2%
ARK Innovation ETF 0.0%
Value ($000) $72 Shares 659 Est. Cost $124.73 Unrealized
Zoetis Inc 0.0%
Value ($000) $71 Shares 369 Est. Cost $166.40 Unrealized
Trane Technologies PLC 0.0%
Value ($000) $70 Shares 408 Est. Cost $123.46 Unrealized
CI Cigna Corp 0.0%
Value ($000) $69 Shares 345 Est. Cost $168.66 Unrealized +19.1%
Truist Financial Corp 0.0%
Value ($000) $69 Shares 1,190 Est. Cost $56.66 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $68 Shares 2,168 Est. Cost $21.67 Unrealized +16.7%
Knowledge Leaders Developed 0.0%
Value ($000) $68 Shares 1,462 Est. Cost $37.62 Unrealized
EXPD Expeditors Intl Of Washington Inc 0.0%
Value ($000) $67 Shares 567 Est. Cost $104.87 Unrealized +13.2%
YUM Yum! Brands Inc 0.0%
Value ($000) $67 Shares 555 Est. Cost $86.68 Unrealized +34.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $67 Shares 1,600 Est. Cost $21.36 Unrealized +51.2%
Biogen Inc 0.0%
Value ($000) $66 Shares 236 Est. Cost $311.10 Unrealized
TTC Toro Co 0.0%
Value ($000) $66 Shares 687 Est. Cost $95.01 Unrealized +14.9%
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $66 Shares 1,422 Est. Cost $39.20 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $65 Shares 447 Est. Cost $133.73 Unrealized +5.9%
PLD Prologis Inc 0.0%
Value ($000) $65 Shares 524 Est. Cost $88.14 Unrealized +29.5%
O I GLASS INC COM 0.0%
Value ($000) $64 Shares 4,500 Est. Cost $14.80 Unrealized
SPDR S and P Oil Gas Explr Prod ETF 0.0%
Value ($000) $64 Shares 667 Est. Cost $96.24 Unrealized
LLY Eli Lilly Co 0.0%
Value ($000) $64 Shares 278 Est. Cost $139.41 Unrealized +69.8%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $64 Shares 638 Est. Cost $85.15 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $64 Shares 1,250 Est. Cost $37.90 Unrealized +24.0%
PM Philip Morris Intl 0.0%
Value ($000) $64 Shares 678 Est. Cost $65.57 Unrealized +23.6%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $63 Shares 819 Est. Cost $78.32 Unrealized
Duke Energy Corp 0.0%
Value ($000) $63 Shares 653 Est. Cost $95.35 Unrealized
Raytheon Technologies Corp 0.0%
Value ($000) $63 Shares 733 Est. Cost $84.65 Unrealized
EL Estee Lauder Cos IncThe 0.0%
Value ($000) $63 Shares 212 Est. Cost $177.97 Unrealized +71.5%
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $61 Shares 762 Est. Cost $85.20 Unrealized -0.3%
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $61 Shares 1,579 Est. Cost $36.26 Unrealized
IWS iShares Russell MidCap Value 0.0%
Value ($000) $61 Shares 547 Est. Cost $76.65 Unrealized
MTN Vail Resorts Inc 0.0%
Value ($000) $60 Shares 181 Est. Cost $262.43 Unrealized +17.5%
DuPont De Nemours Inc 0.0%
Value ($000) $60 Shares 892 Est. Cost $70.96 Unrealized
BA Boeing CoThe 0.0%
Value ($000) $59 Shares 271 Est. Cost $203.80 Unrealized +9.4%
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $59 Shares 329 Est. Cost $68704.38 Unrealized
XYZ Square Inc 0.0%
Value ($000) $58 Shares 243 Est. Cost $206.00 Unrealized +24.7%
SCHA Schwab US SmallCap ETF 0.0%
Value ($000) $57 Shares 573 Est. Cost $312.63 Unrealized
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $57 Shares 600 Est. Cost $12.12 Unrealized +723.7%
XLK Tech Slct Sector SPDR Fd 0.0%
Value ($000) $56 Shares 377 Est. Cost $142.67 Unrealized
ARK Autonomous Technology and Ro 0.0%
Value ($000) $56 Shares 721 Est. Cost $76.92 Unrealized
STE Steris PLC 0.0%
Value ($000) $55 Shares 273 Est. Cost $178.36 Unrealized +15.4%
Corteva Inc 0.0%
Value ($000) $55 Shares 1,315 Est. Cost $39.31 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $55 Shares 154 Est. Cost $318.16 Unrealized +5.7%
IJT iShares S and P Small Cap 600 Grow 0.0%
Value ($000) $53 Shares 410 Est. Cost $113.43 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $53 Shares 348 Est. Cost $45.12 Unrealized +51.3%
AES AES Corp 0.0%
Value ($000) $52 Shares 2,300 Est. Cost $17.25 Unrealized +19.1%
IJK iShares S and P Mid Cap 400 Growth 0.0%
Value ($000) $52 Shares 668 Est. Cost $72.03 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $52 Shares 271 Est. Cost $155.64 Unrealized +7.9%
OSK Oshkosh Corp 0.0%
Value ($000) $52 Shares 508 Est. Cost $73.53 Unrealized +44.7%
DOW Dow Inc 0.0%
Value ($000) $50 Shares 869 Est. Cost $45.60 Unrealized +4.8%
DOV Dover Corp 0.0%
Value ($000) $50 Shares 325 Est. Cost $105.19 Unrealized +48.9%
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $49 Shares 795 Est. Cost $61.64 Unrealized
Fidelity National Information Svcs 0.0%
Value ($000) $48 Shares 396 Est. Cost $122.05 Unrealized
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $48 Shares 840 Est. Cost $46.77 Unrealized +18.5%
ADI Analog Devices Inc 0.0%
Value ($000) $48 Shares 287 Est. Cost $108.75 Unrealized +42.8%
Pool Corp 0.0%
Value ($000) $47 Shares 108 Est. Cost $395.49 Unrealized
IJJ iShares S and P Mid Cap 400 Value 0.0%
Value ($000) $47 Shares 460 Est. Cost $86.38 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $47 Shares 2,184 Est. Cost $15.27 Unrealized +6.3%
GD General Dynamics Corp 0.0%
Value ($000) $47 Shares 244 Est. Cost $174.18 Unrealized +2.5%
FAST Fastenal Co 0.0%
Value ($000) $46 Shares 903 Est. Cost $14.61 Unrealized +67.1%
KMI Kinder Morgan Inc 0.0%
Value ($000) $46 Shares 2,802 Est. Cost $12.18 Unrealized +8.9%
DIA SPDR Dow Jones Industrial Average 0.0%
Value ($000) $46 Shares 137 Est. Cost $307.69 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $46 Shares 529 Est. Cost $29.68 Unrealized +59.3%
O REALTY INCOME CORP COM 0.0%
Value ($000) $46 Shares 721 Est. Cost $46.32 Unrealized +16.2%
IJS iShares S and P Small Cap 600 Valu 0.0%
Value ($000) $45 Shares 454 Est. Cost $81.13 Unrealized
FedEx Corp 0.0%
Value ($000) $45 Shares 208 Est. Cost $7267.88 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $44 Shares 347 Est. Cost $126.78 Unrealized
WMS Advanced Drain Sys Inc Del Com 0.0%
Value ($000) $44 Shares 411 Est. Cost $92.44 Unrealized +22.0%
INTC Intel Corp 0.0%
Value ($000) $44 Shares 836 Est. Cost $51.37 Unrealized -3.0%
FI Enhanced Large Cap Growth 0.0%
Value ($000) $43 Shares 62 Est. Cost $190.05 Unrealized
EPD Enterprise Products Ptnrs LP 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $22.05 Unrealized
SO Southern Co 0.0%
Value ($000) $42 Shares 691 Est. Cost $49.77 Unrealized +9.9%
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $41 Shares 468 Est. Cost $32.56 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $41 Shares 990 Est. Cost $39.02 Unrealized -4.1%
LYV Live Nation Inc 0.0%
Value ($000) $40 Shares 448 Est. Cost $79.48 Unrealized +6.0%
IYK iShares US Consumer Goods ET 0.0%
Value ($000) $40 Shares 225 Est. Cost $182.22 Unrealized
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $39 Shares 232 Est. Cost $107.17 Unrealized +52.7%
Global Pmts Inc 0.0%
Value ($000) $38 Shares 241 Est. Cost $181.93 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $38 Shares 160 Est. Cost $183.79 Unrealized +27.0%
NCR Corp New 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $37.96 Unrealized
APD Air Products Chemicals Inc 0.0%
Value ($000) $37 Shares 147 Est. Cost $206.41 Unrealized +19.6%
Annaly Capital Management Inc 0.0%
Value ($000) $36 Shares 4,293 Est. Cost $8.50 Unrealized
IBM Intl Business Machines Corp 0.0%
Value ($000) $36 Shares 263 Est. Cost $103.46 Unrealized +8.4%
LMT Lockheed Martin 0.0%
Value ($000) $36 Shares 107 Est. Cost $321.49 Unrealized -0.2%
Crowdstrike Holdings Inc 0.0%
Value ($000) $36 Shares 149 Est. Cost $223.34 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $36 Shares 128 Est. Cost $212.25 Unrealized +20.9%
SPGI SP Global Inc 0.0%
Value ($000) $35 Shares 84 Est. Cost $349.21 Unrealized +19.6%
CARR Carrier Global Corp 0.0%
Value ($000) $35 Shares 679 Est. Cost $33.54 Unrealized +51.2%
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $34 Shares 420 Est. Cost $71.43 Unrealized
Moderna Inc 0.0%
Value ($000) $34 Shares 90 Est. Cost $122.62 Unrealized
AGG iShares Core Total US Aggregate 0.0%
Value ($000) $32 Shares 284 Est. Cost $647.17 Unrealized
EMR Emerson Elec Co 0.0%
Value ($000) $30 Shares 327 Est. Cost $66.05 Unrealized +38.1%
QUAL IShares Edge MSCI USA Quality 0.0%
Value ($000) $30 Shares 230 Est. Cost $110.83 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $29 Shares 230 Est. Cost $92.56 Unrealized +10.5%
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $28 Shares 375 Est. Cost $74.67 Unrealized
IAU iShares Gold Trust 0.0%
Value ($000) $28 Shares 852 Est. Cost $32.86 Unrealized
RWX SPDR DJ Wilshire International 0.0%
Value ($000) $28 Shares 800 Est. Cost $34.39 Unrealized
XLV Health Care Slct Sector SPDR Fd 0.0%
Value ($000) $27 Shares 219 Est. Cost $105.70 Unrealized
iShares Core Tot USD Bnd Mkt ETF 0.0%
Value ($000) $27 Shares 525 Est. Cost $54.02 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $27 Shares 923 Est. Cost $25.25 Unrealized -0.3%
DEO Diageo PLC ADR New 0.0%
Value ($000) $27 Shares 144 Est. Cost $168.84 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $27 Shares 341 Est. Cost $80.29 Unrealized
CAG ConAgra Brands Inc 0.0%
Value ($000) $27 Shares 803 Est. Cost $25.70 Unrealized +7.4%
FMC FMC Corp 0.0%
Value ($000) $26 Shares 284 Est. Cost $78.54 Unrealized +8.4%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $24 Shares 678 Est. Cost $21.69 Unrealized
DBC Invesco DB Commodity Index Tra 0.0%
Value ($000) $24 Shares 1,190 Est. Cost $14.29 Unrealized
LQD iShares iBoxx Investment Grade 0.0%
Value ($000) $23 Shares 174 Est. Cost $133.00 Unrealized
Innovator S and P 500 Pwr Buffer ETF 0.0%
Value ($000) $22 Shares 690 Est. Cost $30.43 Unrealized
PFF iShares Preferred and Income Sec 0.0%
Value ($000) $22 Shares 590 Est. Cost $38.52 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $22 Shares 37 Est. Cost $372.80 Unrealized +65.6%
HillRom Holdings Inc 0.0%
Value ($000) $22 Shares 146 Est. Cost $95.89 Unrealized
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $21 Shares 189 Est. Cost $113.04 Unrealized +7.7%
ROL Rollins Inc 0.0%
Value ($000) $21 Shares 622 Est. Cost $36.34 Unrealized -2.8%
ITA iShares US Aerospace Defen 0.0%
Value ($000) $21 Shares 210 Est. Cost $109.52 Unrealized
Ansys Inc 0.0%
Value ($000) $20 Shares 61 Est. Cost $347.76 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $20 Shares 308 Est. Cost $63.16 Unrealized
JD com Inc 0.0%
Value ($000) $20 Shares 280 Est. Cost $72.45 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $20 Shares 531 Est. Cost $11.62 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $20 Shares 135 Est. Cost $140.98 Unrealized +0.6%
OrthoPediatrics Corp 0.0%
Value ($000) $19 Shares 300 Est. Cost $40.00 Unrealized
Atlassian Corp PLC Cl A 0.0%
Value ($000) $19 Shares 50 Est. Cost $240.00 Unrealized
XLP Consumer Staples Slct Sector SPDR Fd 0.0%
Value ($000) $18 Shares 263 Est. Cost $58.13 Unrealized
Seacor Marine Holdings 0.0%
Value ($000) $17 Shares 3,800 Est. Cost $12.63 Unrealized
BX Blackstone Group IncThe 0.0%
Value ($000) $17 Shares 150 Est. Cost $48.82 Unrealized +105.5%
Silicon Motion Tech Corp 0.0%
Value ($000) $17 Shares 250 Est. Cost $48.00 Unrealized
DGS WisdomTree Emng Markets SC Div Fd 0.0%
Value ($000) $16 Shares 309 Est. Cost $51.78 Unrealized
DLS WisdomTree Intl SC Div Fd 0.0%
Value ($000) $16 Shares 225 Est. Cost $71.11 Unrealized
EEMA iShares MSCI Em Markets Asia 0.0%
Value ($000) $16 Shares 198 Est. Cost $90.91 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $16 Shares 271 Est. Cost $51.65 Unrealized +0.3%
SE Sea LTD ADR 0.0%
Value ($000) $16 Shares 52 Est. Cost $305.62 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $16 Shares 281 Est. Cost $50.27 Unrealized +1.4%
AAXJ iShares MSCI All Country Asia 0.0%
Value ($000) $16 Shares 195 Est. Cost $64.00 Unrealized
DE DEERE CO COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $317.98 Unrealized +6.7%
GSG iShares S and P GSCI Commodity Indx Tst 0.0%
Value ($000) $15 Shares 900 Est. Cost $12.22 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $14 Shares 100 Est. Cost $147.64 Unrealized -10.1%
NEE NextEra Energy Inc 0.0%
Value ($000) $14 Shares 189 Est. Cost $70.17 Unrealized +2.4%
KHC Kraft Heinz Co Com Stk 0.0%
Value ($000) $14 Shares 394 Est. Cost $30.49 Unrealized +0.2%
GLW Corning Inc 0.0%
Value ($000) $13 Shares 360 Est. Cost $32.33 Unrealized +9.1%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $13 Shares 524 Est. Cost $23.47 Unrealized -0.9%
SHAK Shake Shack Inc 0.0%
Value ($000) $13 Shares 175 Est. Cost $80.29 Unrealized +13.3%
TE Connectivity 0.0%
Value ($000) $13 Shares 99 Est. Cost $116.82 Unrealized
JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $12 Shares 242 Est. Cost $50.00 Unrealized
BlackRock Short Maturity Bond 0.0%
Value ($000) $12 Shares 240 Est. Cost $49.77 Unrealized
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $12 Shares 25 Est. Cost $959.73 Unrealized -29.2%
KO Coca Cola Co 0.0%
Value ($000) $12 Shares 247 Est. Cost $47.24 Unrealized +3.3%
SCHG Schwab US Large Cap Growth ETF 0.0%
Value ($000) $12 Shares 85 Est. Cost $117.65 Unrealized
Teladoc Health Inc 0.0%
Value ($000) $11 Shares 87 Est. Cost $167.41 Unrealized
FREEPORT MCMORAN INC CL B 0.0%
Value ($000) $11 Shares 366 Est. Cost $32.61 Unrealized
Vanguard Intermediate Term Tre 0.0%
Value ($000) $11 Shares 171 Est. Cost $64.33 Unrealized
IGIB iShares Trust iShares 5 10 Year 0.0%
Value ($000) $11 Shares 190 Est. Cost $60.73 Unrealized
IGSB iShares Trust iShares 1 5 Year 0.0%
Value ($000) $11 Shares 213 Est. Cost $54.92 Unrealized
FHN FIRST HORIZON NATL CORP COM 0.0%
Value ($000) $10 Shares 661 Est. Cost $13.35 Unrealized +2.2%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $10 Shares 82 Est. Cost $99.49 Unrealized +19.3%
ViacomCBS Inc CL B 0.0%
Value ($000) $10 Shares 262 Est. Cost $37.56 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $42.18 Unrealized +0.4%
Altria Group Inc 0.0%
Value ($000) $9 Shares 206 Est. Cost $44.97 Unrealized
PPL Corp 0.0%
Value ($000) $9 Shares 336 Est. Cost $26.79 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $8 Shares 82 Est. Cost $98.83 Unrealized +3.4%
LULU Lululemon Athletica Inc WI 0.0%
Value ($000) $8 Shares 22 Est. Cost $285.17 Unrealized +40.5%
Alteryx Inc 0.0%
Value ($000) $8 Shares 113 Est. Cost $104.90 Unrealized
CoStar Group Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $151.00 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 $29.28 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $7 Shares 184 Est. Cost $25.24 Unrealized +17.7%
CAT Caterpillar Inc 0.0%
Value ($000) $7 Shares 41 Est. Cost $167.33 Unrealized +14.8%
TSM Taiwan Semiconductor Mfg Co 0.0%
Value ($000) $7 Shares 63 Est. Cost $98.88 Unrealized
NEO NeoGenomics Inc 0.0%
Value ($000) $7 Shares 150 Est. Cost $23.81 Unrealized +94.4%
HEI HEICO Corp 0.0%
Value ($000) $7 Shares 58 Est. Cost $122.83 Unrealized +7.2%
MELI Mercadolibre Inc 0.0%
Value ($000) $6 Shares 4 Est. Cost $1410.19 Unrealized +22.8%
MKC McCormick & Co Inc 0.0%
Value ($000) $6 Shares 79 Est. Cost $85.09 Unrealized -8.3%
F Ford Mtr Co 0.0%
Value ($000) $6 Shares 442 Est. Cost $6.35 Unrealized +62.5%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $6 Shares 57 Est. Cost $82.64 Unrealized
PSLV Sprott Physical Silver Tst 0.0%
Value ($000) $6 Shares 855 Est. Cost $9.36 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $6 Shares 63 Est. Cost $78.42 Unrealized +6.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $6 Shares 59 Est. Cost $111.58 Unrealized +0.4%
Tenable Holdings Inc 0.0%
Value ($000) $6 Shares 139 Est. Cost $52.85 Unrealized
iShares Core MSCI Europe ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.48 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $5 Shares 215 Est. Cost $461.35 Unrealized
ElectroCore LLC 0.0%
Value ($000) $5 Shares 4,590 Est. Cost $1.53 Unrealized
Discovery Inc A 0.0%
Value ($000) $5 Shares 230 Est. Cost $30.43 Unrealized
Broadcom Inc 0.0%
Value ($000) $4 Shares 9 Est. Cost $361.94 Unrealized
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
HDFC Bk Ltd ADR 0.0%
Value ($000) $4 Shares 60 Est. Cost $71.62 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $4 Shares 223 Est. Cost $19.35 Unrealized -2.8%
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $4 Shares 60 Est. Cost $51.03 Unrealized +29.8%
Ishares Core Msci Emerging Mkts 0.0%
Value ($000) $4 Shares 79 Est. Cost $9238.86 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $128.83 Unrealized +1.4%
XLE Energy Select Sector SPDR Fd 0.0%
Value ($000) $4 Shares 84 Est. Cost $43.63 Unrealized
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $4 Shares 44 Est. Cost $76.77 Unrealized
SPDR Bloomberg Barclays ST HY Bond ETF 0.0%
Value ($000) $4 Shares 166 Est. Cost $24.39 Unrealized
NIO Nio Inc Adr 0.0%
Value ($000) $3 Shares 103 Est. Cost $52.30 Unrealized
VXUS Vanguard Total Intl Stock ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $1133.54 Unrealized
IYJ iShares US Industrials ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
GROWGENERATION CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $40.00 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 +115.4%
AMGN Amgen Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $197.95 Unrealized +1.2%
ARK Space Exploration Innovatn 0.0%
Value ($000) $2 Shares 144 Est. Cost $20.83 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $147.87 Unrealized +7.0%
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $138.16 Unrealized +65.2%
BEP Brookfield Renewable Pwr Fund 0.0%
Value ($000) $2 Shares 63 Est. Cost $49.15 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $5416.70 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $2 Shares 31 Est. Cost $72.66 Unrealized +15.6%
CRMD Cormedix Inc 0.0%
Value ($000) $1 Shares 400 Est. Cost $9.02 Unrealized -35.4%
NEM NEWMONT CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $57.93 Unrealized -11.3%
MTD Mettler Toledo Intl Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +37.3%
Canopy Growth Corp 0.0%
Value ($000) $1 Shares 109 Est. Cost $18.35 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $132.25 Unrealized +18.8%
KMB Kimberly Clark Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $115.53 Unrealized -0.0%
Arch Resources Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $123.75 Unrealized -22.5%
RMD ResMed Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $190.91 Unrealized +37.9%
VOD Vodafone Group Plc ADR New 0.0%
Value ($000) $1 Shares 118 Est. Cost $16.70 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $27.77 Unrealized -6.4%
iShares Core High Dividend ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $94.74 Unrealized
REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.36 Unrealized
Pinterest Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $66.67 Unrealized
Advaxis Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $2090.91 Unrealized
NAVBQ Navidea Biopharm Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $600.00 Unrealized
HSBC HSBC Holdings PLC ADR New 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
AGI Alamos Gold Inc Cl A 0.0%
Value ($000) $0 Shares 87 Est. Cost $8.51 Unrealized -12.7%
Mr Cooper Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PNR Pentair plc ordinary 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.98 Unrealized +46.9%
NVT Nvent Electric PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.34 Unrealized +56.8%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $74.07 Unrealized +9.2%
AROC Archrock Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost $6.85 Unrealized -6.2%
DRI Darden Restaurants Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.40 Unrealized +111.2%
Exterran Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $89.92 Unrealized +115.5%
Brookfield Asset Management Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
Elanco Animal Hlth Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.39 Unrealized
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized +30.3%