SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 8, 2022

Total Value ($000): $374,053 (100.0% shares, 0.0% debt)

Holdings (370)

SPY SPDR SP 500 ETF Trust 17.5%
Value ($000) $65,528 Shares 137,965 Est. Cost $3404.11 Unrealized
VUG Vanguard Growth ETF 11.9%
Value ($000) $44,501 Shares 138,675 Est. Cost $164.40 Unrealized
IWR iShares Russell MidCap ETF 7.7%
Value ($000) $28,683 Shares 345,539 Est. Cost $69.51 Unrealized
BAC Bank of America Corp 5.5%
Value ($000) $20,706 Shares 465,408 Est. Cost $24.52 Unrealized +67.3%
VTV Vanguard Value ETF 4.8%
Value ($000) $17,835 Shares 121,233 Est. Cost $3705.06 Unrealized
ACWX iShares MSCI ACWI ex US ETF 4.0%
Value ($000) $14,948 Shares 268,858 Est. Cost $1648.33 Unrealized
EEM iShares MSCI Emerging Mkts 3.5%
Value ($000) $12,996 Shares 266,039 Est. Cost $48.51 Unrealized
Endava PLC 2.8%
Value ($000) $10,521 Shares 62,654 Est. Cost $57.43 Unrealized
IWO iShares Russell 2000 Growth ET 2.5%
Value ($000) $9,507 Shares 32,442 Est. Cost $273.51 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 2.4%
Value ($000) $9,013 Shares 20 Est. Cost $313331.60 Unrealized +37.8%
VTEB Vanguard TaxExempt Bond Index 2.3%
Value ($000) $8,510 Shares 154,985 Est. Cost $53.66 Unrealized
AAPL Apple Inc 2.2%
Value ($000) $8,288 Shares 46,673 Est. Cost $96.67 Unrealized +60.0%
IWF iShares Russell 1000 Growth ET 1.8%
Value ($000) $6,620 Shares 21,662 Est. Cost $128.04 Unrealized
VIG Vanguard Dividend Appreciation Index Fd 1.4%
Value ($000) $5,162 Shares 30,054 Est. Cost $119.31 Unrealized
IJH iShares Core SP Mid Cap ETF 1.2%
Value ($000) $4,332 Shares 15,302 Est. Cost $630.98 Unrealized
VEA Vanguard FTSE Developed Mrkt 1.1%
Value ($000) $4,020 Shares 78,733 Est. Cost $47.25 Unrealized
MSFT Microsoft 1.1%
Value ($000) $3,968 Shares 11,797 Est. Cost $167.07 Unrealized +87.6%
BALL Ball Corp 0.9%
Value ($000) $3,193 Shares 33,168 Est. Cost $57.52 Unrealized +52.0%
VYM Vanguard HY ETF 0.8%
Value ($000) $3,112 Shares 27,759 Est. Cost $73.62 Unrealized
VWO Vanguard FTSE Emg Mkts 0.8%
Value ($000) $2,982 Shares 60,291 Est. Cost $637.83 Unrealized
SDY SPDR SP Dividend ETF 0.8%
Value ($000) $2,964 Shares 22,959 Est. Cost $94.37 Unrealized
CCI Crown Castle Intl Corp 0.8%
Value ($000) $2,874 Shares 13,769 Est. Cost $77.50 Unrealized +93.6%
VOT Vanguard MidCap Growth Index 0.7%
Value ($000) $2,712 Shares 10,649 Est. Cost $182.13 Unrealized
VT Vanguard Total World Stock Index Fd 0.7%
Value ($000) $2,707 Shares 25,200 Est. Cost $2500.47 Unrealized
IWV iShares Russell 3000 ETF 0.7%
Value ($000) $2,577 Shares 9,285 Est. Cost $19662.60 Unrealized
VO Vanguard MidCap ETF 0.7%
Value ($000) $2,496 Shares 9,797 Est. Cost $173.80 Unrealized
VBK Vanguard SmallCap Grwth Vipers 0.7%
Value ($000) $2,433 Shares 8,635 Est. Cost $215.12 Unrealized
IWM iShares Russell 2000 ETF 0.6%
Value ($000) $2,137 Shares 9,606 Est. Cost $173.65 Unrealized
JPMorgan Chase Co 0.5%
Value ($000) $1,861 Shares 11,755 Est. Cost $1426.47 Unrealized
AMZN Amazon com Inc 0.5%
Value ($000) $1,784 Shares 535 Est. Cost $143.69 Unrealized +19.1%
HON Honeywell Intl Inc 0.4%
Value ($000) $1,656 Shares 7,942 Est. Cost $170.71 Unrealized +8.4%
VB Vanguard SmallCap ETF 0.4%
Value ($000) $1,612 Shares 7,132 Est. Cost $160.57 Unrealized
VCSH Vanguard Scottsdale Fd ST Crp Bd Idx 0.4%
Value ($000) $1,582 Shares 19,473 Est. Cost $80.50 Unrealized
VOE Vanguard MC Value Index Fd ETF 0.4%
Value ($000) $1,514 Shares 10,068 Est. Cost $123.62 Unrealized
IWD iShares Russell 1000 Value ETF 0.4%
Value ($000) $1,457 Shares 8,676 Est. Cost $125.11 Unrealized
VOO Vanguard SP 500 ETF 0.4%
Value ($000) $1,395 Shares 3,195 Est. Cost $324.66 Unrealized
Verizon Communications 0.4%
Value ($000) $1,384 Shares 26,634 Est. Cost $52.35 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $1,269 Shares 3,057 Est. Cost $198.95 Unrealized +72.5%
MRK Merck Co New 0.3%
Value ($000) $1,199 Shares 15,646 Est. Cost $63.81 Unrealized +9.5%
VTI Vanguard Total Stock Mkt ETF 0.3%
Value ($000) $1,197 Shares 4,958 Est. Cost $2139.71 Unrealized
Invesco QQQ Trust Series 1 0.3%
Value ($000) $1,194 Shares 3,001 Est. Cost $10172.05 Unrealized
SCHX Schwab US LargeCap ETF 0.3%
Value ($000) $1,155 Shares 10,144 Est. Cost $76.81 Unrealized
IWP iShares Russell MidCap Growth 0.3%
Value ($000) $1,108 Shares 9,617 Est. Cost $107.74 Unrealized
META Facebook Inc Cl A 0.3%
Value ($000) $1,098 Shares 3,263 Est. Cost $298.06 Unrealized +10.6%
Golub Capital BDC Inc 0.3%
Value ($000) $1,095 Shares 70,901 Est. Cost $16.43 Unrealized
VOOG Vanguard S P Growth 0.3%
Value ($000) $1,001 Shares 3,316 Est. Cost $227.32 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $982 Shares 5,892 Est. Cost $153.48 Unrealized +0.7%
Alphabet Inc Cl C 0.3%
Value ($000) $970 Shares 335 Est. Cost $2216.80 Unrealized
VGT Vanguard Information Technology Index Fd 0.3%
Value ($000) $961 Shares 2,098 Est. Cost $355.22 Unrealized
MGC Vanguard Mega Cap ETF 0.2%
Value ($000) $913 Shares 5,432 Est. Cost $136.88 Unrealized
BRK/B Berkshire Hathaway Inc B 0.2%
Value ($000) $887 Shares 2,968 Est. Cost $250.54 Unrealized +14.3%
Pinnacle Financial Partners 0.2%
Value ($000) $860 Shares 9,000 Est. Cost $64.44 Unrealized
IVW iShares SP 500 Growth ETF 0.2%
Value ($000) $831 Shares 9,933 Est. Cost $201.45 Unrealized
IVV iShares Core SP 500 ETF 0.2%
Value ($000) $793 Shares 1,663 Est. Cost $330.71 Unrealized
Alphabet Inc Cl A 0.2%
Value ($000) $742 Shares 256 Est. Cost $1890.70 Unrealized
Twitter Inc 0.2%
Value ($000) $719 Shares 16,642 Est. Cost $40.98 Unrealized
XLF Financial Select Sector SPDR 0.2%
Value ($000) $673 Shares 17,238 Est. Cost $32.30 Unrealized
VBR Vanguard Small Cap Vipers 0.2%
Value ($000) $631 Shares 3,530 Est. Cost $154.58 Unrealized
GLD SPDR Gold Trust ETF 0.2%
Value ($000) $607 Shares 3,550 Est. Cost $177.07 Unrealized
Netflix Com Inc 0.2%
Value ($000) $589 Shares 977 Est. Cost $507.41 Unrealized
Vertiv Holdings LLC 0.2%
Value ($000) $579 Shares 23,168 Est. Cost $13.98 Unrealized
BND Vanguard Total Bd Market ETF 0.1%
Value ($000) $554 Shares 6,531 Est. Cost $86.27 Unrealized
XLE Energy Select Sector SPDR Fd 0.1%
Value ($000) $553 Shares 9,966 Est. Cost $55.39 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $546 Shares 980 Est. Cost $39.52 Unrealized +118.9%
ABT Abbott Laboratories 0.1%
Value ($000) $543 Shares 3,860 Est. Cost $67.10 Unrealized +76.9%
JNJ Johnson Johnson Co 0.1%
Value ($000) $543 Shares 3,173 Est. Cost $118.36 Unrealized +22.6%
Truist Financial Corp 0.1%
Value ($000) $528 Shares 9,026 Est. Cost $58.26 Unrealized
DIS Walt Disney 0.1%
Value ($000) $504 Shares 3,254 Est. Cost $142.17 Unrealized +11.0%
CPRT Copart Inc 0.1%
Value ($000) $501 Shares 3,302 Est. Cost $22.59 Unrealized +64.3%
MLM Martin Marietta Materials 0.1%
Value ($000) $500 Shares 1,135 Est. Cost $252.66 Unrealized +56.3%
ABBV AbbVie Inc 0.1%
Value ($000) $498 Shares 3,680 Est. Cost $81.47 Unrealized +24.8%
DuPont De Nemours Inc 0.1%
Value ($000) $470 Shares 5,813 Est. Cost $79.34 Unrealized
iShares Edge MSCI Min Vol USA 0.1%
Value ($000) $470 Shares 5,815 Est. Cost $56.40 Unrealized
3M Co 0.1%
Value ($000) $452 Shares 2,547 Est. Cost $204.79 Unrealized
MDY SPDR SP MidCap 400 ETF Trust 0.1%
Value ($000) $451 Shares 871 Est. Cost $375.23 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $444 Shares 212 Est. Cost $1126.21 Unrealized +65.3%
PG Procter Gamble Co 0.1%
Value ($000) $428 Shares 2,615 Est. Cost $115.27 Unrealized +16.4%
IYW iShares USTechnology ETF 0.1%
Value ($000) $425 Shares 3,704 Est. Cost $88.49 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $424 Shares 401 Est. Cost $271.12 Unrealized +23.7%
QCOM Qualcomm Inc 0.1%
Value ($000) $421 Shares 2,300 Est. Cost $68.70 Unrealized +112.6%
V Visa Inc Class A Shs 0.1%
Value ($000) $406 Shares 1,875 Est. Cost $188.70 Unrealized +10.3%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $378 Shares 1,429 Est. Cost $220.90 Unrealized
Target Inc 0.1%
Value ($000) $354 Shares 1,531 Est. Cost $144.54 Unrealized
Exxon Mobil 0.1%
Value ($000) $352 Shares 5,757 Est. Cost $67.11 Unrealized
Cisco Systems Inc 0.1%
Value ($000) $346 Shares 5,459 Est. Cost $47.27 Unrealized
CVX ChevronTexaco Corp 0.1%
Value ($000) $328 Shares 2,793 Est. Cost $72.83 Unrealized +32.0%
SBUX Starbucks Corp 0.1%
Value ($000) $326 Shares 2,784 Est. Cost $62.17 Unrealized +64.4%
DOW Dow Inc 0.1%
Value ($000) $322 Shares 5,684 Est. Cost $45.13 Unrealized -0.2%
Scientific Games Corp 0.1%
Value ($000) $315 Shares 4,715 Est. Cost $37.00 Unrealized
Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $314 Shares 1,827 Est. Cost $113.97 Unrealized
VEU Vanguard FTSE AllWorld ExUS 0.1%
Value ($000) $298 Shares 4,855 Est. Cost $54.10 Unrealized
Corteva Inc 0.1%
Value ($000) $295 Shares 6,233 Est. Cost $45.64 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $288 Shares 1,227 Est. Cost $118.70 Unrealized +81.6%
IBB iShares Nasdaq Biotechnology E 0.1%
Value ($000) $288 Shares 1,886 Est. Cost $598.23 Unrealized
Liberty SiriusXM Group 0.1%
Value ($000) $274 Shares 5,384 Est. Cost $38.57 Unrealized
SCHM Schwab U S MidCap ETF 0.1%
Value ($000) $270 Shares 3,355 Est. Cost $364.02 Unrealized
VMware Inc 0.1%
Value ($000) $268 Shares 2,310 Est. Cost $145.67 Unrealized
OEF iShares S and P 100 ETF 0.1%
Value ($000) $266 Shares 1,212 Est. Cost $172.10 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $266 Shares 2,518 Est. Cost $98.43 Unrealized
Salesforce com Inc 0.1%
Value ($000) $265 Shares 1,044 Est. Cost $166.88 Unrealized
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $259 Shares 5,144 Est. Cost $46.70 Unrealized -1.2%
LULU Lululemon Athletica Inc WI 0.1%
Value ($000) $252 Shares 645 Est. Cost $422.50 Unrealized +1.1%
AMT American Tower Corp 0.1%
Value ($000) $243 Shares 832 Est. Cost $227.19 Unrealized +5.4%
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $222 Shares 2,979 Est. Cost $64.52 Unrealized
IVE iShares SP 500 Value ETF 0.1%
Value ($000) $220 Shares 1,402 Est. Cost $2115.10 Unrealized
JD com Inc 0.1%
Value ($000) $219 Shares 3,122 Est. Cost $70.35 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $216 Shares 157 Est. Cost $104.97 Unrealized +39.2%
CLVT Clarivate PLC 0.1%
Value ($000) $216 Shares 9,202 Est. Cost $23.40 Unrealized -1.0%
SAM Boston Beer Inc Cl A 0.1%
Value ($000) $215 Shares 425 Est. Cost $526.51 Unrealized -5.1%
BX Blackstone Group IncThe 0.1%
Value ($000) $213 Shares 1,650 Est. Cost $110.00 Unrealized +5.6%
CVS CVS Health Corp 0.1%
Value ($000) $207 Shares 2,008 Est. Cost $60.65 Unrealized +32.7%
MCD McDonalds Corp 0.1%
Value ($000) $206 Shares 768 Est. Cost $195.62 Unrealized +17.4%
ON On Semiconductor Corp 0.1%
Value ($000) $202 Shares 2,970 Est. Cost $27.90 Unrealized +103.0%
MA Mastercard Inc 0.1%
Value ($000) $200 Shares 557 Est. Cost $267.24 Unrealized +26.4%
VMC Vulcan Materials Co 0.1%
Value ($000) $197 Shares 950 Est. Cost $137.91 Unrealized +35.9%
LBRDK Liberty Broadband Ser C 0.1%
Value ($000) $188 Shares 1,167 Est. Cost $151.85 Unrealized +1.4%
BlackRock Inc 0.0%
Value ($000) $181 Shares 198 Est. Cost $23357.90 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $180 Shares 2,394 Est. Cost $49.69 Unrealized +24.1%
PFE Pfizer Inc 0.0%
Value ($000) $179 Shares 3,029 Est. Cost $28.07 Unrealized +43.3%
CLF CLEVELAND CLIFFS INC COM 0.0%
Value ($000) $179 Shares 8,240 Est. Cost $18.84 Unrealized +14.4%
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $176 Shares 2,786 Est. Cost $40.40 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $172 Shares 2,374 Est. Cost $55.05 Unrealized +6.8%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $170 Shares 254 Est. Cost $419.34 Unrealized +47.2%
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $170 Shares 1,602 Est. Cost $105.31 Unrealized
Nomad Foods Ltd 0.0%
Value ($000) $166 Shares 6,522 Est. Cost $22.15 Unrealized
T ATT Inc 0.0%
Value ($000) $165 Shares 6,723 Est. Cost $15.68 Unrealized -6.5%
WMT Walmart Inc 0.0%
Value ($000) $165 Shares 1,142 Est. Cost $39.49 Unrealized +14.4%
Adient PLC 0.0%
Value ($000) $160 Shares 3,351 Est. Cost $43.98 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $159 Shares 2,553 Est. Cost $49.00 Unrealized +0.5%
Costco Wholesale Corp 0.0%
Value ($000) $153 Shares 269 Est. Cost $6819.28 Unrealized
SPDR SSGA Gender Divrsty Indx ETF 0.0%
Value ($000) $153 Shares 1,500 Est. Cost $81.50 Unrealized
XLK Tech Slct Sector SPDR Fd 0.0%
Value ($000) $151 Shares 870 Est. Cost $160.18 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $146 Shares 705 Est. Cost $185.56 Unrealized +0.6%
Activision Blizzard Inc 0.0%
Value ($000) $144 Shares 2,165 Est. Cost $73.44 Unrealized
RVTY PerkinElmer Inc 0.0%
Value ($000) $142 Shares 704 Est. Cost $152.93 Unrealized +17.1%
Moelis Co Cl A 0.0%
Value ($000) $141 Shares 2,253 Est. Cost $35.07 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $131 Shares 489 Est. Cost $212.68 Unrealized +18.1%
WFC Wells Fargo Co New 0.0%
Value ($000) $130 Shares 2,705 Est. Cost $41.46 Unrealized +7.1%
Constellation Brands Inc A 0.0%
Value ($000) $129 Shares 513 Est. Cost $213.43 Unrealized
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $123 Shares 2,101 Est. Cost $39.45 Unrealized +21.3%
PAYX Paychex Inc 0.0%
Value ($000) $123 Shares 900 Est. Cost $86.49 Unrealized +27.0%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $119 Shares 630 Est. Cost $161.71 Unrealized +33.5%
KLAC KLA Corp 0.0%
Value ($000) $119 Shares 277 Est. Cost $190.19 Unrealized +94.3%
SCI Service Corp Intl 0.0%
Value ($000) $118 Shares 1,663 Est. Cost $48.52 Unrealized +36.9%
RMD ResMed Inc 0.0%
Value ($000) $117 Shares 449 Est. Cost $249.56 Unrealized +0.3%
CALY Callaway Golf Co 0.0%
Value ($000) $116 Shares 4,222 Est. Cost $24.56 Unrealized +13.1%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $115 Shares 1,750 Est. Cost $57.14 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $115 Shares 392 Est. Cost $18.66 Unrealized +47.2%
Goldman Sachs Group Inc 0.0%
Value ($000) $113 Shares 296 Est. Cost $273.89 Unrealized
FedEx Corp 0.0%
Value ($000) $112 Shares 434 Est. Cost $3617.61 Unrealized
TTWO Take Two Interactive Software Inc 0.0%
Value ($000) $111 Shares 626 Est. Cost $140.25 Unrealized +24.3%
Jacobs Engineering Group Inc 0.0%
Value ($000) $111 Shares 794 Est. Cost $119.60 Unrealized
CDW CorpDE 0.0%
Value ($000) $109 Shares 530 Est. Cost $155.21 Unrealized
RSP Invesco SP 500 Equal Weight 0.0%
Value ($000) $108 Shares 662 Est. Cost $2443.93 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $106 Shares 1,658 Est. Cost $20.10 Unrealized +32.7%
ACN Accenture PLC 0.0%
Value ($000) $105 Shares 253 Est. Cost $194.93 Unrealized +76.1%
XBI SPDR SP Biotech ETF 0.0%
Value ($000) $105 Shares 938 Est. Cost $122.81 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $104 Shares 443 Est. Cost $63.20 Unrealized +271.5%
ETN Eaton Corp plc 0.0%
Value ($000) $101 Shares 583 Est. Cost $104.04 Unrealized +49.4%
C Citigroup Inc 0.0%
Value ($000) $100 Shares 1,661 Est. Cost $58.69 Unrealized -2.6%
EA Electronic Arts 0.0%
Value ($000) $99 Shares 747 Est. Cost $115.58 Unrealized +13.8%
DHR Danaher Corp 0.0%
Value ($000) $99 Shares 302 Est. Cost $217.00 Unrealized +24.5%
DIA SPDR Dow Jones Industrial Average 0.0%
Value ($000) $97 Shares 268 Est. Cost $334.21 Unrealized
LLY Eli Lilly Co 0.0%
Value ($000) $96 Shares 346 Est. Cost $159.93 Unrealized +52.5%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $95 Shares 735 Est. Cost $96.92 Unrealized +20.4%
ADBE Adobe Inc 0.0%
Value ($000) $93 Shares 164 Est. Cost $426.14 Unrealized +46.7%
Sirius XM Holdings Inc 0.0%
Value ($000) $93 Shares 14,587 Est. Cost $6.69 Unrealized
SCHD Schwab US Dvd Equity 0.0%
Value ($000) $92 Shares 1,141 Est. Cost $44.61 Unrealized
IJR iShares Core SP SmallCap ETF 0.0%
Value ($000) $92 Shares 805 Est. Cost $1383.68 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $92 Shares 550 Est. Cost $115.01 Unrealized +31.0%
IBM Intl Business Machines Corp 0.0%
Value ($000) $92 Shares 690 Est. Cost $105.34 Unrealized +1.1%
GDDY GoDaddy Inc 0.0%
Value ($000) $91 Shares 1,075 Est. Cost $77.72 Unrealized -7.9%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $91 Shares 744 Est. Cost $93.51 Unrealized
ICLN ISHARES S P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $91 Shares 4,287 Est. Cost $21.78 Unrealized
MORN Morningstar Inc 0.0%
Value ($000) $90 Shares 263 Est. Cost $240.04 Unrealized +29.0%
FRCB First Republic Bank 0.0%
Value ($000) $88 Shares 425 Est. Cost $152.72 Unrealized +36.8%
CMI Cummins Inc 0.0%
Value ($000) $87 Shares 397 Est. Cost $169.09 Unrealized +21.7%
PLD Prologis Inc 0.0%
Value ($000) $86 Shares 513 Est. Cost $88.14 Unrealized +49.7%
ARK Innovation ETF 0.0%
Value ($000) $86 Shares 910 Est. Cost $116.40 Unrealized
LIND Capital Acquisition Corp II 0.0%
Value ($000) $86 Shares 5,531 Est. Cost $13.02 Unrealized +21.2%
Trane Technologies PLC 0.0%
Value ($000) $81 Shares 400 Est. Cost $123.46 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $81 Shares 714 Est. Cost $79.51 Unrealized +33.8%
Linde PLC 0.0%
Value ($000) $78 Shares 225 Est. Cost $3673.31 Unrealized
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $77 Shares 1,297 Est. Cost $39.20 Unrealized
EL Estee Lauder Cos IncThe 0.0%
Value ($000) $77 Shares 207 Est. Cost $177.97 Unrealized +78.5%
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $76 Shares 600 Est. Cost $12.12 Unrealized +713.6%
Unilever PLC 0.0%
Value ($000) $76 Shares 1,415 Est. Cost $59.42 Unrealized
BRO Brown and Brown 0.0%
Value ($000) $76 Shares 1,081 Est. Cost $48.82 Unrealized +28.6%
Duke Energy Corp 0.0%
Value ($000) $76 Shares 728 Est. Cost $96.28 Unrealized
SSNC SSC Technologies Holdings Inc 0.0%
Value ($000) $76 Shares 927 Est. Cost $69.74 Unrealized +10.4%
UPS United Parcel Srvc 0.0%
Value ($000) $75 Shares 350 Est. Cost $136.79 Unrealized +23.2%
CI Cigna Corp 0.0%
Value ($000) $73 Shares 320 Est. Cost $168.66 Unrealized +16.9%
CPS Cooper Standard Holding Inc 0.0%
Value ($000) $72 Shares 3,231 Est. Cost $22.94 Unrealized +2.6%
APH Amphenol Corp Cl A 0.0%
Value ($000) $72 Shares 823 Est. Cost $32.83 Unrealized +18.5%
Knowledge Leaders Developed 0.0%
Value ($000) $70 Shares 1,462 Est. Cost $37.62 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $70 Shares 1,600 Est. Cost $21.36 Unrealized +73.8%
AON Aon PLC 0.0%
Value ($000) $70 Shares 232 Est. Cost $250.97 Unrealized +15.9%
TSCO Tractor Supply Co 0.0%
Value ($000) $69 Shares 288 Est. Cost $29.78 Unrealized +36.7%
YUM Yum! Brands Inc 0.0%
Value ($000) $69 Shares 500 Est. Cost $86.68 Unrealized +36.4%
ARK Next Generation Internet E 0.0%
Value ($000) $69 Shares 584 Est. Cost $145.85 Unrealized
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $67 Shares 329 Est. Cost $68704.38 Unrealized
ENTG Entegris Inc 0.0%
Value ($000) $67 Shares 480 Est. Cost $100.01 Unrealized +37.4%
IWS iShares Russell MidCap Value 0.0%
Value ($000) $67 Shares 549 Est. Cost $76.65 Unrealized
ULTA Ulta Salon Cosmetics and Fragrance Inc 0.0%
Value ($000) $64 Shares 155 Est. Cost $283.19 Unrealized +37.2%
PEP Pepsico Inc 0.0%
Value ($000) $64 Shares 371 Est. Cost $115.91 Unrealized +23.8%
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $63 Shares 1,615 Est. Cost $36.32 Unrealized
TJX TJX Cos Inc New 0.0%
Value ($000) $63 Shares 828 Est. Cost $55.52 Unrealized +17.6%
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $61 Shares 914 Est. Cost $47.46 Unrealized +16.5%
Blackrock Hlth Sciences Tst II 0.0%
Value ($000) $60 Shares 2,369 Est. Cost $28.91 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $60 Shares 685 Est. Cost $59.26 Unrealized +24.6%
SCHA Schwab US SmallCap ETF 0.0%
Value ($000) $59 Shares 576 Est. Cost $312.63 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $58 Shares 150 Est. Cost $318.16 Unrealized +9.4%
LYV Live Nation Inc 0.0%
Value ($000) $58 Shares 487 Est. Cost $81.74 Unrealized +31.8%
Uber Technologies Inc 0.0%
Value ($000) $57 Shares 1,351 Est. Cost $39.54 Unrealized
IJK iShares S and P Mid Cap 400 Growth 0.0%
Value ($000) $57 Shares 668 Est. Cost $72.03 Unrealized
IJT iShares S and P Small Cap 600 Grow 0.0%
Value ($000) $57 Shares 410 Est. Cost $113.43 Unrealized
ARK Autonomous Technology and Ro 0.0%
Value ($000) $56 Shares 721 Est. Cost $76.92 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $56 Shares 500 Est. Cost $73.53 Unrealized +38.1%
AES AES Corp 0.0%
Value ($000) $56 Shares 2,300 Est. Cost $17.25 Unrealized +19.9%
MTN Vail Resorts Inc 0.0%
Value ($000) $55 Shares 166 Est. Cost $262.43 Unrealized +29.9%
Biogen Inc 0.0%
Value ($000) $55 Shares 230 Est. Cost $311.10 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $54 Shares 313 Est. Cost $148.80 Unrealized +0.4%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $54 Shares 460 Est. Cost $105.58 Unrealized +1.3%
FI Enhanced Large Cap Growth 0.0%
Value ($000) $54 Shares 62 Est. Cost $190.05 Unrealized
GLW Corning Inc 0.0%
Value ($000) $54 Shares 1,440 Est. Cost $33.09 Unrealized +0.8%
DOV Dover Corp 0.0%
Value ($000) $52 Shares 288 Est. Cost $105.19 Unrealized +53.0%
IJJ iShares S and P Mid Cap 400 Value 0.0%
Value ($000) $51 Shares 461 Est. Cost $86.38 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $50 Shares 520 Est. Cost $29.68 Unrealized +49.8%
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $50 Shares 795 Est. Cost $61.64 Unrealized
Ceridian HCM Holding Inc 0.0%
Value ($000) $50 Shares 479 Est. Cost $109.17 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $49 Shares 2,100 Est. Cost $15.27 Unrealized +23.1%
SCHW Charles Schwab Corp 0.0%
Value ($000) $48 Shares 573 Est. Cost $61.38 Unrealized +24.7%
WSM Williams Sonoma Inc 0.0%
Value ($000) $48 Shares 283 Est. Cost $56.58 Unrealized +51.8%
UNP Union Pacific Corp 0.0%
Value ($000) $48 Shares 192 Est. Cost $176.53 Unrealized +21.8%
EPD Enterprise Products Ptnrs LP 0.0%
Value ($000) $48 Shares 2,200 Est. Cost $22.03 Unrealized
TTC Toro Co 0.0%
Value ($000) $47 Shares 470 Est. Cost $95.01 Unrealized +4.8%
IJS iShares S and P Small Cap 600 Valu 0.0%
Value ($000) $47 Shares 454 Est. Cost $81.13 Unrealized
SO Southern Co 0.0%
Value ($000) $46 Shares 675 Est. Cost $49.77 Unrealized +9.9%
CME CME Group Inc 0.0%
Value ($000) $46 Shares 200 Est. Cost $166.17 Unrealized +11.2%
ELV ANTHEM INC COM 0.0%
Value ($000) $46 Shares 98 Est. Cost $355.40 Unrealized +11.7%
PGR Progressive Corp OH 0.0%
Value ($000) $45 Shares 435 Est. Cost $73.43 Unrealized +16.8%
FREEPORT MCMORAN INC CL B 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $38.56 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $42 Shares 241 Est. Cost $108.75 Unrealized +51.4%
BA Boeing CoThe 0.0%
Value ($000) $40 Shares 200 Est. Cost $203.80 Unrealized +3.7%
NSC Norfolk Southern Corp 0.0%
Value ($000) $38 Shares 127 Est. Cost $183.79 Unrealized +38.9%
Pool Corp 0.0%
Value ($000) $37 Shares 65 Est. Cost $395.49 Unrealized
STE Steris PLC 0.0%
Value ($000) $37 Shares 152 Est. Cost $178.36 Unrealized +23.5%
CARR Carrier Global Corp 0.0%
Value ($000) $36 Shares 657 Est. Cost $33.54 Unrealized +51.9%
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $35 Shares 420 Est. Cost $71.43 Unrealized
Annaly Capital Management Inc 0.0%
Value ($000) $34 Shares 4,303 Est. Cost $8.50 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $34 Shares 428 Est. Cost $78.32 Unrealized
APD Air Products Chemicals Inc 0.0%
Value ($000) $34 Shares 113 Est. Cost $206.41 Unrealized +27.7%
QUAL IShares Edge MSCI USA Quality 0.0%
Value ($000) $33 Shares 230 Est. Cost $110.83 Unrealized
XYZ Square Inc 0.0%
Value ($000) $33 Shares 203 Est. Cost $206.00 Unrealized +5.2%
MAR Marriott Intl Inc New 0.0%
Value ($000) $33 Shares 200 Est. Cost $133.80 Unrealized +13.4%
Z Zillow Grp Inc Cl C 0.0%
Value ($000) $32 Shares 500 Est. Cost $62.10 Unrealized +16.0%
Crowdstrike Holdings Inc 0.0%
Value ($000) $31 Shares 150 Est. Cost $223.34 Unrealized
XLV Health Care Slct Sector SPDR Fd 0.0%
Value ($000) $31 Shares 221 Est. Cost $105.70 Unrealized
IAU iShares Gold Trust 0.0%
Value ($000) $30 Shares 852 Est. Cost $32.86 Unrealized
FMC FMC Corp 0.0%
Value ($000) $30 Shares 275 Est. Cost $78.54 Unrealized +11.0%
EMR Emerson Elec Co 0.0%
Value ($000) $29 Shares 312 Est. Cost $66.05 Unrealized +31.0%
Global Pmts Inc 0.0%
Value ($000) $29 Shares 216 Est. Cost $181.93 Unrealized
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $29 Shares 182 Est. Cost $107.17 Unrealized +41.8%
iShares Core Tot USD Bnd Mkt ETF 0.0%
Value ($000) $28 Shares 525 Est. Cost $54.02 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $27 Shares 341 Est. Cost $80.29 Unrealized
AGG iShares Core Total US Aggregate 0.0%
Value ($000) $27 Shares 239 Est. Cost $647.17 Unrealized
INTC Intel Corp 0.0%
Value ($000) $26 Shares 500 Est. Cost $51.37 Unrealized -7.9%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $26 Shares 688 Est. Cost $21.93 Unrealized
WMS Advanced Drain Sys Inc Del Com 0.0%
Value ($000) $26 Shares 193 Est. Cost $92.44 Unrealized +30.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $25 Shares 175 Est. Cost $145.89 Unrealized -1.7%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $25 Shares 193 Est. Cost $133.73 Unrealized -5.6%
Zoetis Inc 0.0%
Value ($000) $24 Shares 100 Est. Cost $166.40 Unrealized
Silicon Motion Tech Corp 0.0%
Value ($000) $24 Shares 250 Est. Cost $48.00 Unrealized
Everbridge Inc 0.0%
Value ($000) $24 Shares 363 Est. Cost $149.22 Unrealized
KO Coca Cola Co 0.0%
Value ($000) $23 Shares 382 Est. Cost $47.92 Unrealized +2.6%
LQD iShares iBoxx Investment Grade 0.0%
Value ($000) $23 Shares 176 Est. Cost $132.97 Unrealized
Innovator S and P 500 Pwr Buffer ETF 0.0%
Value ($000) $23 Shares 690 Est. Cost $30.43 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $23 Shares 530 Est. Cost $39.02 Unrealized -7.3%
PFF iShares Preferred and Income Sec 0.0%
Value ($000) $23 Shares 590 Est. Cost $38.52 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $23 Shares 145 Est. Cost $141.18 Unrealized +1.9%
JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $22 Shares 442 Est. Cost $49.90 Unrealized
DEO Diageo PLC ADR New 0.0%
Value ($000) $22 Shares 100 Est. Cost $168.84 Unrealized
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $22 Shares 189 Est. Cost $113.04 Unrealized +2.5%
ROL Rollins Inc 0.0%
Value ($000) $21 Shares 626 Est. Cost $36.34 Unrealized -8.7%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $21 Shares 313 Est. Cost $63.22 Unrealized
EXPD Expeditors Intl Of Washington Inc 0.0%
Value ($000) $20 Shares 152 Est. Cost $104.87 Unrealized +13.5%
SPGI SP Global Inc 0.0%
Value ($000) $20 Shares 43 Est. Cost $349.21 Unrealized +26.5%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $20 Shares 32 Est. Cost $372.80 Unrealized +64.0%
XLP Consumer Staples Slct Sector SPDR Fd 0.0%
Value ($000) $20 Shares 265 Est. Cost $58.13 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $20 Shares 76 Est. Cost $212.25 Unrealized +26.9%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $19 Shares 631 Est. Cost $28.64 Unrealized +0.3%
Atlassian Corp PLC Cl A 0.0%
Value ($000) $19 Shares 50 Est. Cost $240.00 Unrealized
OrthoPediatrics Corp 0.0%
Value ($000) $18 Shares 300 Est. Cost $40.00 Unrealized
Datadog Inc 0.0%
Value ($000) $18 Shares 100 Est. Cost $111.95 Unrealized
DE DEERE CO COM 0.0%
Value ($000) $17 Shares 50 Est. Cost $317.98 Unrealized +3.3%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $17 Shares 104 Est. Cost $92.56 Unrealized +31.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $17 Shares 578 Est. Cost $25.25 Unrealized +17.3%
KMI Kinder Morgan Inc 0.0%
Value ($000) $17 Shares 1,050 Est. Cost $12.18 Unrealized +8.3%
Ansys Inc 0.0%
Value ($000) $16 Shares 39 Est. Cost $347.76 Unrealized
AAXJ iShares MSCI All Country Asia 0.0%
Value ($000) $16 Shares 195 Est. Cost $64.00 Unrealized
PM Philip Morris Intl 0.0%
Value ($000) $15 Shares 156 Est. Cost $65.57 Unrealized +16.4%
SCHG Schwab US Large Cap Growth ETF 0.0%
Value ($000) $14 Shares 85 Est. Cost $117.65 Unrealized
Moderna Inc 0.0%
Value ($000) $14 Shares 56 Est. Cost $122.62 Unrealized
UnitedHealth Group Inc 0.0%
Value ($000) $14 Shares 27 Est. Cost $387.74 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $14 Shares 214 Est. Cost $50.27 Unrealized +9.9%
BlackRock Short Maturity Bond 0.0%
Value ($000) $12 Shares 240 Est. Cost $49.77 Unrealized
Vanguard Intermediate Term Tre 0.0%
Value ($000) $12 Shares 173 Est. Cost $64.39 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
Altria Group Inc 0.0%
Value ($000) $10 Shares 202 Est. Cost $44.97 Unrealized
PPL Corp 0.0%
Value ($000) $10 Shares 336 Est. Cost $26.79 Unrealized
SHAK Shake Shack Inc 0.0%
Value ($000) $10 Shares 140 Est. Cost $80.29 Unrealized -5.3%
MS Morgan Stanley 0.0%
Value ($000) $10 Shares 102 Est. Cost $84.99 Unrealized +2.1%
FHN FIRST HORIZON NATL CORP COM 0.0%
Value ($000) $10 Shares 600 Est. Cost $13.35 Unrealized +8.0%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $10 Shares 75 Est. Cost $126.78 Unrealized
F Ford Mtr Co 0.0%
Value ($000) $9 Shares 445 Est. Cost $6.35 Unrealized +120.4%
GD General Dynamics Corp 0.0%
Value ($000) $8 Shares 37 Est. Cost $174.18 Unrealized +6.4%
HEI HEICO Corp 0.0%
Value ($000) $8 Shares 53 Est. Cost $122.83 Unrealized +14.8%
Tenable Holdings Inc 0.0%
Value ($000) $8 Shares 139 Est. Cost $52.85 Unrealized
PSLV Sprott Physical Silver Tst 0.0%
Value ($000) $7 Shares 855 Est. Cost $9.36 Unrealized
MKC McCormick & Co Inc 0.0%
Value ($000) $7 Shares 68 Est. Cost $85.09 Unrealized -8.7%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $7 Shares 250 Est. Cost $11.62 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.32 Unrealized +19.5%
CoStar Group Inc 0.0%
Value ($000) $7 Shares 90 Est. Cost $151.00 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $7 Shares 184 Est. Cost $25.24 Unrealized +21.5%
BP BP PLC ADR 0.0%
Value ($000) $6 Shares 215 Est. Cost $461.35 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.00 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $6 Shares 53 Est. Cost $85.15 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $6 Shares 57 Est. Cost $82.64 Unrealized
TE Connectivity 0.0%
Value ($000) $6 Shares 37 Est. Cost $116.82 Unrealized
iShares Core MSCI Europe ETF 0.0%
Value ($000) $6 Shares 102 Est. Cost $34.96 Unrealized
SPDR Bloomberg Barclays ST HY Bond ETF 0.0%
Value ($000) $5 Shares 169 Est. Cost $24.48 Unrealized
NEO NeoGenomics Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $23.81 Unrealized +64.5%
Ishares Core Msci Emerging Mkts 0.0%
Value ($000) $5 Shares 81 Est. Cost $9012.27 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $5 Shares 120 Est. Cost $37.54 Unrealized +3.7%
CAG ConAgra Brands Inc 0.0%
Value ($000) $4 Shares 103 Est. Cost $25.70 Unrealized +5.0%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
NCR Corp New 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.96 Unrealized
Raytheon Technologies Corp 0.0%
Value ($000) $4 Shares 50 Est. Cost $84.65 Unrealized
ARK Space Exploration Innovatn 0.0%
Value ($000) $3 Shares 144 Est. Cost $20.83 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $5212.80 Unrealized
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $138.16 Unrealized +86.7%
NIO Nio Inc Adr 0.0%
Value ($000) $3 Shares 103 Est. Cost $52.30 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $78.42 Unrealized +13.3%
VXUS Vanguard Total Intl Stock ETF 0.0%
Value ($000) $3 Shares 49 Est. Cost $1111.66 Unrealized
BXMT Blackstone Mtg Tst Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.28 Unrealized
Vanguard Financials ETF 0.0%
Value ($000) $3 Shares 28 Est. Cost $75.26 Unrealized
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $3 Shares 35 Est. Cost $51.03 Unrealized +36.4%
LMT Lockheed Martin 0.0%
Value ($000) $2 Shares 5 Est. Cost $321.49 Unrealized -3.9%
Arch Resources Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
VOD Vodafone Group Plc ADR New 0.0%
Value ($000) $2 Shares 118 Est. Cost $16.70 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $2 Shares 20 Est. Cost $72.66 Unrealized +23.3%
iShares Core High Dividend ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $94.76 Unrealized
CRMD Cormedix Inc 0.0%
Value ($000) $2 Shares 400 Est. Cost $9.02 Unrealized -45.0%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.20 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.47 Unrealized -8.9%
LUV Southwest Airlines Co 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.90 Unrealized +15.2%
AGI Alamos Gold Inc Cl A 0.0%
Value ($000) $1 Shares 87 Est. Cost $8.51 Unrealized -12.0%
O I GLASS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.80 Unrealized
PNR Pentair plc ordinary 0.0%
Value ($000) $1 Shares 8 Est. Cost $47.98 Unrealized +45.5%
MHK Mohawk Industries Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $89.92 Unrealized +98.5%
Teladoc Health Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $167.41 Unrealized
KHC Kraft Heinz Co Com Stk 0.0%
Value ($000) $0 Shares 3 Est. Cost $30.49 Unrealized -3.3%
NVT Nvent Electric PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.34 Unrealized +72.8%
Mr Cooper Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Advaxis Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $2090.91 Unrealized
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized +51.8%
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 4 Est. Cost Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $123.75 Unrealized -30.4%