NVWM, LLC Diversified Active

CIK: 0001697274 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $185,703 (100.0% shares, 0.0% debt)

Holdings (371)

MSFT MICROSOFT CORP COM 4.8%
Value ($000) $8,936 Shares 43,912 Est. Cost $76.36 Unrealized +126.6%
AMZN AMAZON COM INC COM 4.4%
Value ($000) $8,100 Shares 2,936 Est. Cost $60.14 Unrealized +100.8%
AAPL APPLE INC COM 3.3%
Value ($000) $6,056 Shares 16,601 Est. Cost $41.91 Unrealized +79.2%
ISHARES COMEX GOLD TRUST 2.5%
Value ($000) $4,624 Shares 272,146 Est. Cost $14.39 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.4%
Value ($000) $4,382 Shares 3,090 Est. Cost $51.92 Unrealized +28.9%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.0%
Value ($000) $3,778 Shares 30,995 Est. Cost $108.15 Unrealized
ADBE ADOBE INC COM 2.0%
Value ($000) $3,763 Shares 8,643 Est. Cost $218.68 Unrealized +69.4%
SPY SPDR S&P 500 ETF 1.9%
Value ($000) $3,484 Shares 11,297 Est. Cost $275.19 Unrealized
PYPL PAYPAL HLDGS INC COM 1.8%
Value ($000) $3,258 Shares 18,701 Est. Cost $80.71 Unrealized +70.8%
GLD SPDR GOLD SHARES 1.7%
Value ($000) $3,201 Shares 19,126 Est. Cost $144.44 Unrealized
MA MASTERCARD INCORPORATED CL A 1.5%
Value ($000) $2,784 Shares 9,415 Est. Cost $211.58 Unrealized +29.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 1.5%
Value ($000) $2,778 Shares 12,879 Est. Cost $184.17 Unrealized
CRM SALESFORCE COM INC COM 1.5%
Value ($000) $2,714 Shares 14,484 Est. Cost $143.40 Unrealized +16.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.4%
Value ($000) $2,658 Shares 52,397 Est. Cost $49.83 Unrealized
SON SONOCO PRODS CO COM 1.4%
Value ($000) $2,568 Shares 49,105 Est. Cost $38.87 Unrealized +4.1%
V VISA INC COM CL A 1.4%
Value ($000) $2,509 Shares 12,988 Est. Cost $105.90 Unrealized +65.7%
ZTS ZOETIS INC CL A 1.3%
Value ($000) $2,502 Shares 18,261 Est. Cost $76.37 Unrealized +63.0%
META FACEBOOK INC CL A 1.3%
Value ($000) $2,490 Shares 10,967 Est. Cost $175.11 Unrealized +18.4%
AMT AMERICAN TOWER CORP NEW COM 1.3%
Value ($000) $2,446 Shares 9,424 Est. Cost $187.71 Unrealized +12.2%
SHOP SHOPIFY INC CL A 1.2%
Value ($000) $2,321 Shares 2,445 Est. Cost $15.24 Unrealized +355.4%
COST COSTCO WHSL CORP NEW COM 1.2%
Value ($000) $2,244 Shares 7,399 Est. Cost $197.57 Unrealized +41.3%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 1.2%
Value ($000) $2,167 Shares 62,568 Est. Cost $35.07 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 1.1%
Value ($000) $2,060 Shares 41,466 Est. Cost $47.28 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.1%
Value ($000) $1,982 Shares 35,944 Est. Cost $36.13 Unrealized +12.8%
HD HOME DEPOT INC COM 1.1%
Value ($000) $1,976 Shares 7,886 Est. Cost $145.57 Unrealized +37.2%
NVDA NVIDIA CORPORATION COM 1.1%
Value ($000) $1,976 Shares 5,202 Est. Cost $5.35 Unrealized +50.6%
DUK DUKE ENERGY CORP NEW COM NEW 1.0%
Value ($000) $1,810 Shares 22,662 Est. Cost $68.26 Unrealized -1.0%
WMT WALMART INC COM 1.0%
Value ($000) $1,805 Shares 15,065 Est. Cost $27.72 Unrealized +37.3%
ABBV ABBVIE INC COM 1.0%
Value ($000) $1,796 Shares 18,291 Est. Cost $69.06 Unrealized +2.1%
AMAT APPLIED MATLS INC COM 1.0%
Value ($000) $1,774 Shares 29,338 Est. Cost $49.71 Unrealized +3.1%
T AT&T INC COM 0.9%
Value ($000) $1,739 Shares 57,535 Est. Cost $16.60 Unrealized -6.6%
DIS DISNEY WALT CO COM DISNEY 0.9%
Value ($000) $1,715 Shares 15,377 Est. Cost $104.95 Unrealized +2.8%
TIP ISHARES TIPS BOND ETF 0.9%
Value ($000) $1,690 Shares 13,741 Est. Cost $122.17 Unrealized
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $1,597 Shares 11,041 Est. Cost $115.38 Unrealized +2.2%
NEE NEXTERA ENERGY INC COM 0.9%
Value ($000) $1,597 Shares 6,651 Est. Cost $52.48 Unrealized -1.0%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $1,558 Shares 16,559 Est. Cost $82.09 Unrealized -0.4%
DHR DANAHER CORPORATION COM 0.8%
Value ($000) $1,513 Shares 8,552 Est. Cost $87.07 Unrealized +60.8%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.8%
Value ($000) $1,494 Shares 5,253 Est. Cost $254.72 Unrealized
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $1,487 Shares 10,574 Est. Cost $111.71 Unrealized +11.2%
TGT TARGET CORP COM 0.8%
Value ($000) $1,466 Shares 12,225 Est. Cost $96.24 Unrealized +2.0%
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.7%
Value ($000) $1,388 Shares 9,084 Est. Cost $151.47 Unrealized
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $1,387 Shares 35,370 Est. Cost $31.93 Unrealized +2.6%
UNP UNION PAC CORP COM 0.7%
Value ($000) $1,342 Shares 7,940 Est. Cost $140.31 Unrealized +0.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value ($000) $1,312 Shares 6,113 Est. Cost $140.64 Unrealized +24.2%
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $1,290 Shares 17,522 Est. Cost $68.17 Unrealized -2.7%
OKTA OKTA INC CL A 0.7%
Value ($000) $1,255 Shares 6,268 Est. Cost $82.53 Unrealized +105.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.6%
Value ($000) $1,187 Shares 4,091 Est. Cost $182.79 Unrealized +48.3%
VEEV VEEVA SYS INC CL A COM 0.6%
Value ($000) $1,119 Shares 4,776 Est. Cost $99.43 Unrealized +99.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value ($000) $1,098 Shares 3,027 Est. Cost $200.50 Unrealized +64.7%
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $1,098 Shares 9,879 Est. Cost $79.74 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.6%
Value ($000) $1,094 Shares 3,314 Est. Cost $214.91 Unrealized +34.7%
ABT ABBOTT LABS COM 0.6%
Value ($000) $1,089 Shares 11,915 Est. Cost $72.39 Unrealized +13.2%
INTC INTEL CORP COM 0.6%
Value ($000) $1,074 Shares 17,950 Est. Cost $40.69 Unrealized +30.7%
ALLY ALLY FINL INC COM 0.6%
Value ($000) $1,071 Shares 53,968 Est. Cost $17.91 Unrealized -21.1%
NFLX NETFLIX INC COM 0.6%
Value ($000) $1,057 Shares 2,324 Est. Cost $30.10 Unrealized +41.4%
HUM HUMANA INC COM 0.5%
Value ($000) $1,004 Shares 2,591 Est. Cost $266.24 Unrealized +33.6%
AMD ADVANCED MICRO DEVICES INC COM 0.5%
Value ($000) $992 Shares 18,838 Est. Cost $29.14 Unrealized +82.0%
MRNA MODERNA INC COM 0.5%
Value ($000) $983 Shares 15,317 Est. Cost $23.01 Unrealized +138.0%
QQQ INVESCO QQQ TRUST 0.5%
Value ($000) $960 Shares 3,877 Est. Cost $216.24 Unrealized
LAM RESEARCH CORP COM 0.5%
Value ($000) $944 Shares 2,909 Est. Cost $324.51 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.5%
Value ($000) $937 Shares 6,851 Est. Cost $132.03 Unrealized
INTU INTUIT COM 0.5%
Value ($000) $930 Shares 3,140 Est. Cost $264.63 Unrealized +0.1%
BIOHAVEN PHARMACTL HLDG CO LTD COM 0.5%
Value ($000) $917 Shares 12,542 Est. Cost $53.31 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $898 Shares 5,026 Est. Cost $199.23 Unrealized -8.3%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $896 Shares 8,462 Est. Cost $76.78 Unrealized +20.0%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $893 Shares 3,030 Est. Cost $201.38 Unrealized +29.7%
SPLUNK INC COM 0.5%
Value ($000) $883 Shares 4,443 Est. Cost $109.85 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $868 Shares 4,702 Est. Cost $155.44 Unrealized +3.6%
PEP PEPSICO INC COM 0.5%
Value ($000) $858 Shares 6,490 Est. Cost $112.40 Unrealized -1.4%
ATLASSIAN CORP PLC CL A 0.5%
Value ($000) $857 Shares 4,751 Est. Cost $117.09 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $817 Shares 8,166 Est. Cost $84.68 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $808 Shares 2,213 Est. Cost $260.53 Unrealized +24.3%
MRK MERCK & CO. INC COM 0.4%
Value ($000) $801 Shares 10,279 Est. Cost $57.24 Unrealized +9.8%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.4%
Value ($000) $790 Shares 10,759 Est. Cost $48.07 Unrealized +21.6%
TDOC TELADOC HEALTH INC COM 0.4%
Value ($000) $769 Shares 4,032 Est. Cost $105.02 Unrealized +66.9%
MPC MARATHON PETE CORP COM 0.4%
Value ($000) $745 Shares 19,927 Est. Cost $27.17 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $743 Shares 8,048 Est. Cost $81.73 Unrealized +0.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.4%
Value ($000) $741 Shares 1,301 Est. Cost $137.34 Unrealized +30.5%
ZS ZSCALER INC COM 0.4%
Value ($000) $738 Shares 6,742 Est. Cost $83.11 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.4%
Value ($000) $717 Shares 8,696 Est. Cost $75.48 Unrealized -1.3%
NOW SERVICENOW INC COM 0.4%
Value ($000) $714 Shares 1,762 Est. Cost $29.18 Unrealized +142.0%
AEP AMERICAN ELEC PWR CO INC COM 0.4%
Value ($000) $708 Shares 8,893 Est. Cost $59.87 Unrealized +11.3%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $697 Shares 4,248 Est. Cost $105.69 Unrealized +36.2%
EWG ISHARES MSCI GERMANY ETF 0.4%
Value ($000) $697 Shares 25,689 Est. Cost $22.62 Unrealized
ANSYS INC COM 0.4%
Value ($000) $693 Shares 2,375 Est. Cost $205.76 Unrealized
COLD AMERICOLD RLTY TR COM 0.4%
Value ($000) $686 Shares 18,788 Est. Cost $32.88 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.4%
Value ($000) $668 Shares 10,000 Est. Cost $66.80 Unrealized
NVCR NOVOCURE LTD ORD SHS 0.4%
Value ($000) $667 Shares 11,250 Est. Cost $27.82 Unrealized +136.4%
SNPS SYNOPSYS INC COM 0.4%
Value ($000) $655 Shares 3,361 Est. Cost $165.04 Unrealized 0.0%
TER TERADYNE INC COM 0.3%
Value ($000) $646 Shares 7,646 Est. Cost $65.36 Unrealized +0.2%
REGN REGENERON PHARMACEUTICALS COM 0.3%
Value ($000) $637 Shares 1,021 Est. Cost $410.21 Unrealized +37.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.3%
Value ($000) $637 Shares 4,981 Est. Cost $92.62 Unrealized +4.2%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $614 Shares 6,731 Est. Cost $71.93 Unrealized -1.3%
DXCM DEXCOM INC COM 0.3%
Value ($000) $613 Shares 1,510 Est. Cost $87.65 Unrealized +2.1%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $610 Shares 1,982 Est. Cost $314.59 Unrealized -5.1%
MARVELL TECHNOLOGY GROUP LTD ORD 0.3%
Value ($000) $605 Shares 17,278 Est. Cost $32.95 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $593 Shares 3,599 Est. Cost $189.56 Unrealized
GH GUARDANT HEALTH INC COM 0.3%
Value ($000) $590 Shares 7,274 Est. Cost $72.89 Unrealized +10.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $590 Shares 5,647 Est. Cost $74.68 Unrealized
D DOMINION ENERGY INC COM 0.3%
Value ($000) $583 Shares 7,187 Est. Cost $62.53 Unrealized +0.2%
XYZ SQUARE INC CL A 0.3%
Value ($000) $578 Shares 5,506 Est. Cost $76.28 Unrealized +0.4%
NKE NIKE INC CL B 0.3%
Value ($000) $576 Shares 5,868 Est. Cost $67.79 Unrealized +26.1%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $574 Shares 8,834 Est. Cost $55.11 Unrealized -4.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $571 Shares 1,553 Est. Cost $366.53 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $568 Shares 8,216 Est. Cost $67.00 Unrealized +6.1%
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $538 Shares 22,635 Est. Cost $23.13 Unrealized -11.1%
SO SOUTHERN CO COM 0.3%
Value ($000) $538 Shares 10,368 Est. Cost $48.46 Unrealized -7.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $513 Shares 3,129 Est. Cost $162.79 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $492 Shares 2,487 Est. Cost $200.28 Unrealized -18.0%
ZROZ PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND 0.3%
Value ($000) $488 Shares 2,822 Est. Cost $134.51 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $487 Shares 5,574 Est. Cost $86.59 Unrealized
GPN GLOBAL PMTS INC COM 0.3%
Value ($000) $467 Shares 2,757 Est. Cost $96.47 Unrealized +64.7%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $467 Shares 6,504 Est. Cost $56.64 Unrealized -0.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $453 Shares 3,831 Est. Cost $111.86 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $452 Shares 3,021 Est. Cost $158.63 Unrealized -21.6%
QRVO QORVO INC COM 0.2%
Value ($000) $444 Shares 4,021 Est. Cost $96.93 Unrealized +2.2%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $443 Shares 2,176 Est. Cost $215.03 Unrealized 0.0%
NUVEEN MUN VALUE FD INC COM 0.2%
Value ($000) $440 Shares 42,990 Est. Cost $10.05 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $431 Shares 5,695 Est. Cost $59.43 Unrealized -0.8%
OEF ISHARES S&P 100 ETF 0.2%
Value ($000) $422 Shares 2,964 Est. Cost $122.98 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $419 Shares 8,522 Est. Cost $38.91 Unrealized +5.7%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $417 Shares 3,967 Est. Cost $119.62 Unrealized -28.1%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $415 Shares 8,128 Est. Cost $56.17 Unrealized -31.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $410 Shares 2,420 Est. Cost $178.60 Unrealized -6.1%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $375 Shares 3,941 Est. Cost $94.38 Unrealized -9.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $364 Shares 2,850 Est. Cost $98.32 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $355 Shares 3,016 Est. Cost $101.29 Unrealized
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $349 Shares 2,462 Est. Cost $99.60 Unrealized +16.8%
FE FIRSTENERGY CORP COM 0.2%
Value ($000) $335 Shares 8,653 Est. Cost $32.60 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.2%
Value ($000) $327 Shares 4,019 Est. Cost $76.19 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $325 Shares 5,280 Est. Cost $68.95 Unrealized -20.8%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $318 Shares 3,488 Est. Cost $92.55 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $290 Shares 3,597 Est. Cost $97.09 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $282 Shares 1,186 Est. Cost $225.27 Unrealized
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.1%
Value ($000) $273 Shares 20,765 Est. Cost $13.39 Unrealized
DDOG DATADOG INC CL A COM 0.1%
Value ($000) $270 Shares 3,101 Est. Cost $60.88 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $267 Shares 1 Est. Cost $284799.47 Unrealized -3.8%
EXAS EXACT SCIENCES CORP COM 0.1%
Value ($000) $264 Shares 3,035 Est. Cost $111.37 Unrealized -28.3%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $253 Shares 4,044 Est. Cost $58.81 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $250 Shares 1,749 Est. Cost $122.12 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $242 Shares 2,122 Est. Cost $90.88 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value ($000) $203 Shares 188 Est. Cost $21.96 Unrealized +146.3%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $202 Shares 143 Est. Cost $60.46 Unrealized +10.8%
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $194 Shares 5,466 Est. Cost $30.15 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $182 Shares 1,162 Est. Cost $107.51 Unrealized -4.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $176 Shares 1,729 Est. Cost $100.44 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.1%
Value ($000) $155 Shares 1,448 Est. Cost $100.53 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $151 Shares 4,117 Est. Cost $36.68 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $129 Shares 1,387 Est. Cost $92.22 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $124 Shares 1,439 Est. Cost $86.38 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $118 Shares 705 Est. Cost $114.89 Unrealized +8.9%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $111 Shares 1,415 Est. Cost $88.34 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $105 Shares 800 Est. Cost $16.36 Unrealized +22.3%
KO COCA COLA CO COM 0.1%
Value ($000) $103 Shares 2,287 Est. Cost $43.55 Unrealized -11.1%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $95 Shares 2,300 Est. Cost $42.61 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $95 Shares 3,600 Est. Cost $24.13 Unrealized -14.5%
PFE PFIZER INC COM 0.1%
Value ($000) $94 Shares 2,873 Est. Cost $26.66 Unrealized -2.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $92 Shares 680 Est. Cost $81.98 Unrealized +26.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $92 Shares 1,557 Est. Cost $48.50 Unrealized -1.2%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $84 Shares 2,050 Est. Cost $49.76 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $84 Shares 200 Est. Cost $25.56 Unrealized +2.3%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $81 Shares 1,746 Est. Cost $31.22 Unrealized +18.5%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $80 Shares 630 Est. Cost $117.54 Unrealized -9.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $80 Shares 3,555 Est. Cost $17.13 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $80 Shares 664 Est. Cost $103.23 Unrealized -1.7%
CGNX COGNEX CORP COM 0.0%
Value ($000) $78 Shares 1,300 Est. Cost $47.12 Unrealized +8.6%
EFX EQUIFAX INC COM 0.0%
Value ($000) $78 Shares 450 Est. Cost $108.30 Unrealized +31.2%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $73 Shares 1,740 Est. Cost $35.15 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $72 Shares 1,395 Est. Cost $63.99 Unrealized -34.7%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $66 Shares 214 Est. Cost $252.51 Unrealized
GIII G III APPAREL GROUP LTD COM 0.0%
Value ($000) $60 Shares 4,518 Est. Cost $22.70 Unrealized -51.5%
O REALTY INCOME CORP COM 0.0%
Value ($000) $58 Shares 975 Est. Cost $49.47 Unrealized -18.9%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $56 Shares 15,000 Est. Cost $3.67 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $55 Shares 665 Est. Cost $28.27 Unrealized +8.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $52 Shares 2,021 Est. Cost $39.81 Unrealized -39.8%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $52 Shares 3,450 Est. Cost $20.29 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $51 Shares 946 Est. Cost $72.26 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $50 Shares 800 Est. Cost $51.21 Unrealized +3.1%
ADSK AUTODESK INC COM 0.0%
Value ($000) $48 Shares 200 Est. Cost $183.53 Unrealized +7.1%
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $47 Shares 400 Est. Cost $56.85 Unrealized -10.2%
MSEX MIDDLESEX WATER CO COM 0.0%
Value ($000) $47 Shares 700 Est. Cost $63.29 Unrealized +0.1%
AMERICA MOVIL SAB DE CV SPON ADR L SHS 0.0%
Value ($000) $46 Shares 3,600 Est. Cost $17.22 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $46 Shares 182 Est. Cost $179.93 Unrealized 0.0%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $46 Shares 595 Est. Cost $61.47 Unrealized +10.8%
TRUP TRUPANION INC COM 0.0%
Value ($000) $45 Shares 1,050 Est. Cost $31.28 Unrealized +3.4%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $45 Shares 190 Est. Cost $199.57 Unrealized +10.4%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $45 Shares 2,500 Est. Cost $16.80 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $24.66 Unrealized -22.9%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $44 Shares 236 Est. Cost $177.44 Unrealized -2.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $43 Shares 765 Est. Cost $55.13 Unrealized
RTH VANECK VECTORS RETAIL ETF 0.0%
Value ($000) $43 Shares 325 Est. Cost $92.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $43 Shares 356 Est. Cost $98.28 Unrealized -7.0%
VTR VENTAS INC COM 0.0%
Value ($000) $41 Shares 1,110 Est. Cost $48.82 Unrealized -44.8%
PIMCO CORPORATE & INCOME STRAT COM 0.0%
Value ($000) $40 Shares 2,510 Est. Cost $17.13 Unrealized
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $37 Shares 2,100 Est. Cost $19.69 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $36 Shares 50 Est. Cost $536.14 Unrealized +13.6%
FDX FEDEX CORP COM 0.0%
Value ($000) $35 Shares 250 Est. Cost $190.68 Unrealized -40.6%
CYRUSONE INC COM 0.0%
Value ($000) $34 Shares 464 Est. Cost $62.50 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $33 Shares 2,118 Est. Cost $14.16 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $32 Shares 237 Est. Cost $99.36 Unrealized +17.5%
IDA IDACORP INC COM 0.0%
Value ($000) $32 Shares 365 Est. Cost $90.25 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $32 Shares 750 Est. Cost $66.67 Unrealized
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $29 Shares 1,654 Est. Cost $16.33 Unrealized -23.5%
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.0%
Value ($000) $29 Shares 2,120 Est. Cost $12.74 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $28 Shares 403 Est. Cost $69.48 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $28 Shares 400 Est. Cost $69.58 Unrealized -21.3%
BA BOEING CO COM 0.0%
Value ($000) $28 Shares 154 Est. Cost $293.87 Unrealized -47.7%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $28 Shares 158 Est. Cost $126.03 Unrealized 0.0%
TRI CONTL CORP COM 0.0%
Value ($000) $27 Shares 1,076 Est. Cost $24.10 Unrealized
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $26 Shares 1,963 Est. Cost $12.74 Unrealized
PROSHARES SHORT S&P 500 0.0%
Value ($000) $25 Shares 1,128 Est. Cost $22.16 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $25 Shares 3,600 Est. Cost $13.04 Unrealized -42.9%
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $25 Shares 2,500 Est. Cost $18.80 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $23 Shares 107 Est. Cost $132.83 Unrealized +20.9%
UNILEVER PLC SHS 0.0%
Value ($000) $22 Shares 400 Est. Cost $55.00 Unrealized
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $22 Shares 1,950 Est. Cost $12.58 Unrealized -32.5%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $21 Shares 490 Est. Cost $55.82 Unrealized -37.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $20 Shares 225 Est. Cost $79.48 Unrealized -5.5%
AMGN AMGEN INC COM 0.0%
Value ($000) $20 Shares 83 Est. Cost $156.09 Unrealized +22.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 572 Est. Cost $33.74 Unrealized -7.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $18 Shares 184 Est. Cost $81.75 Unrealized +4.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $17 Shares 195 Est. Cost $80.76 Unrealized -13.5%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 1,060 Est. Cost $12.09 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $16 Shares 172 Est. Cost $75.69 Unrealized +0.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.05 Unrealized -28.8%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $16 Shares 325 Est. Cost $36.92 Unrealized
IAC INTERACTIVECORP COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $180.00 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $15 Shares 256 Est. Cost $58.59 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $15 Shares 276 Est. Cost $37.54 Unrealized +18.7%
HINES GLOBAL REIT INC COM 0.0%
Value ($000) $15 Shares 2,489 Est. Cost $6.03 Unrealized
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $14 Shares 307 Est. Cost $44.11 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $14 Shares 278 Est. Cost $75.54 Unrealized
INMD INMODE LTD SHS 0.0%
Value ($000) $14 Shares 500 Est. Cost $17.68 Unrealized -24.4%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $13 Shares 75 Est. Cost $148.15 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $72.55 Unrealized -14.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $13 Shares 126 Est. Cost $61.37 Unrealized +30.7%
F FORD MTR CO DEL COM 0.0%
Value ($000) $13 Shares 2,200 Est. Cost $7.16 Unrealized -41.3%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $12 Shares 66 Est. Cost $232.04 Unrealized -24.6%
FS KKR CAPITAL CORP. II 0.0%
Value ($000) $12 Shares 966 Est. Cost $12.42 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $12 Shares 410 Est. Cost $46.91 Unrealized -47.2%
CDLX CARDLYTICS INC COM 0.0%
Value ($000) $12 Shares 170 Est. Cost $60.44 Unrealized -4.5%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $116.30 Unrealized -6.7%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $11 Shares 57 Est. Cost $153.99 Unrealized +5.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $11 Shares 123 Est. Cost $117.85 Unrealized -28.9%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $10 Shares 190 Est. Cost $46.83 Unrealized -1.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $10 Shares 66 Est. Cost $151.52 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $10 Shares 150 Est. Cost $77.17 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $130.86 Unrealized -22.7%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $10 Shares 275 Est. Cost $31.20 Unrealized +15.4%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $10 Shares 676 Est. Cost $18.93 Unrealized -32.6%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $10 Shares 227 Est. Cost $35.24 Unrealized
FLIR SYS INC COM 0.0%
Value ($000) $10 Shares 222 Est. Cost $45.05 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.0%
Value ($000) $9 Shares 165 Est. Cost $54.55 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $8 Shares 156 Est. Cost $39.43 Unrealized -10.7%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $8 Shares 79 Est. Cost $101.27 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 138 Est. Cost $57.97 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 160 Est. Cost $43.75 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $8 Shares 1,098 Est. Cost $8.95 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 5 Est. Cost $1497.60 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $13.58 Unrealized +47.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $8 Shares 66 Est. Cost $81.55 Unrealized +22.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $8 Shares 44 Est. Cost $129.86 Unrealized +27.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 135 Est. Cost $61.89 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $152.02 Unrealized +68.2%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $112.94 Unrealized +26.5%
GRUBHUB INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $40.00 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $7 Shares 68 Est. Cost $102.94 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $21.43 Unrealized +17.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $7 Shares 73 Est. Cost $67.06 Unrealized +24.8%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $139.59 Unrealized +24.4%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $6 Shares 170 Est. Cost $29.99 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $86.27 Unrealized +29.7%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $60.40 Unrealized 0.0%
INDS PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.50 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.19 Unrealized +5.6%
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $6 Shares 413 Est. Cost $14.56 Unrealized -28.6%
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $8.00 Unrealized
SNSR GLOBAL X INTERNET OF THINGS THEMATIC ETF 0.0%
Value ($000) $6 Shares 264 Est. Cost $15.15 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $6 Shares 115 Est. Cost $50.93 Unrealized
UYG PROSHARES ULTRA FINANCIALS 0.0%
Value ($000) $5 Shares 180 Est. Cost $70.37 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $33.58 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $5 Shares 158 Est. Cost $47.79 Unrealized -36.5%
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $22.91 Unrealized +7.1%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $5 Shares 75 Est. Cost $58.25 Unrealized -1.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $5 Shares 95 Est. Cost $44.47 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $68.83 Unrealized -15.6%
LIVONGO HEALTH INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $20.00 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $4 Shares 140 Est. Cost $19.29 Unrealized 0.0%
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
DFNL DAVIS SELECT FINANCIAL ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
XILINX INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $102.65 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $111.18 Unrealized +45.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $46.09 Unrealized +1.2%
GLW CORNING INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.10 Unrealized -12.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 59 Est. Cost $21.15 Unrealized -2.6%
CHWY CHEWY INC CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $25.58 Unrealized +70.5%
BIIB BIOGEN INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $277.46 Unrealized +8.3%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $28.72 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $37.84 Unrealized -27.7%
ELV ANTHEM INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $256.96 Unrealized -3.8%
HOV HOVNANIAN ENTERPRISES INC CL A NEW 0.0%
Value ($000) $3 Shares 132 Est. Cost $23.63 Unrealized -35.9%
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $3 Shares 92 Est. Cost $21.74 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $55.20 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $25.37 Unrealized +63.1%
PD PAGERDUTY INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.22 Unrealized +13.6%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $3 Shares 273 Est. Cost $7.33 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.0%
Value ($000) $3 Shares 46 Est. Cost $88.92 Unrealized
NOVABAY PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 2,997 Est. Cost $3.99 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $3 Shares 35 Est. Cost $85.71 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.08 Unrealized
MELLON BK NA EMPLOYEE BENEFIT CIF CLS I 0.0%
Value ($000) $2 Shares 1,947 Est. Cost $1.03 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
MIRATI THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.69 Unrealized -9.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $114.37 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $47.48 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $2 Shares 110 Est. Cost $19.47 Unrealized +0.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $40.13 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.16 Unrealized -27.0%
INSEEGO CORP COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.29 Unrealized -38.8%
TREE LENDINGTREE INC NEW COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
QUIDEL CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $61.78 Unrealized -29.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $84.96 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.04 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $39.15 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
NTDOY NINTENDO LTD ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $1 Shares 12 Est. Cost $49.87 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.34 Unrealized -40.8%
EQUITRANS MIDSTREAM CORP COM 0.0%
Value ($000) $1 Shares 80 Est. Cost Unrealized
USA TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
CIMAREX ENERGY CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $1 Shares 366 Est. Cost $2.07 Unrealized 0.0%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CLF CLEVELAND CLIFFS INC COM 0.0%
Value ($000) $0 Shares 75 Est. Cost $9.47 Unrealized -48.7%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.17 Unrealized -20.8%
CIRCA PICS & PRDTN CO INTL INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DOMARK INTERNATIONAL INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.90 Unrealized -60.2%
TRANSENTERIX INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALIFORNIA RES CORP COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FITBIT INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
AUSI AURA SYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FUELCELL ENERGY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
TERRA INVENTIONS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.92 Unrealized -41.8%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $23.51 Unrealized
MECKLERMEDIA CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.88 Unrealized -21.6%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $0 Shares 165 Est. Cost $1.22 Unrealized +22.1%
LATTICE INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
GLOBAL MARINE LTD COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.59 Unrealized -32.2%
PHIVIDA HLDGS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
IPMG INTERNATIONAL PRECIOUS MINERAL COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.00 Unrealized +62.4%
OPUS OPUS MAGNUM AMERIS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.00 Unrealized +446239.7%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.07 Unrealized -38.7%