NVWM, LLC Diversified Active

CIK: 0001697274 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Dec 10, 2020

Total Value ($000): $212,984 (100.0% shares, 0.0% debt)

Holdings (403)

AMZN AMAZON COM INC COM 4.4%
Value ($000) $9,302 Shares 2,954 Est. Cost $60.14 Unrealized +162.1%
MSFT MICROSOFT CORP COM 4.4%
Value ($000) $9,293 Shares 44,181 Est. Cost $76.36 Unrealized +162.9%
AAPL APPLE INC COM 3.8%
Value ($000) $8,109 Shares 70,020 Est. Cost $90.78 Unrealized +16.7%
ISHARES COMEX GOLD TRUST 2.4%
Value ($000) $5,017 Shares 278,907 Est. Cost $14.48 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $4,625 Shares 3,156 Est. Cost $52.42 Unrealized +44.3%
ADBE ADOBE SYSTEMS INCORPORATED COM 2.0%
Value ($000) $4,318 Shares 8,804 Est. Cost $223.19 Unrealized +108.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 2.0%
Value ($000) $4,175 Shares 14,202 Est. Cost $194.40 Unrealized
SPY SPDR S&P 500 ETF 1.9%
Value ($000) $4,152 Shares 12,399 Est. Cost $280.50 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.7%
Value ($000) $3,609 Shares 29,630 Est. Cost $108.15 Unrealized
CRM SALESFORCE COM INC COM 1.7%
Value ($000) $3,542 Shares 14,093 Est. Cost $143.40 Unrealized +50.8%
MA MASTERCARD INCORPORATED CL A 1.6%
Value ($000) $3,322 Shares 9,824 Est. Cost $215.91 Unrealized +46.2%
PYPL PAYPAL HLDGS INC COM 1.5%
Value ($000) $3,154 Shares 16,007 Est. Cost $80.71 Unrealized +132.8%
GLD SPDR GOLD SHARES 1.5%
Value ($000) $3,127 Shares 17,659 Est. Cost $144.44 Unrealized
ZTS ZOETIS INC CL A 1.4%
Value ($000) $3,052 Shares 18,457 Est. Cost $77.12 Unrealized +90.2%
META FACEBOOK INC CL A 1.4%
Value ($000) $3,016 Shares 11,515 Est. Cost $178.97 Unrealized +43.1%
NVDA NVIDIA CORPORATION COM 1.3%
Value ($000) $2,857 Shares 5,277 Est. Cost $5.44 Unrealized +113.1%
V VISA INC COM CL A 1.3%
Value ($000) $2,728 Shares 13,642 Est. Cost $110.04 Unrealized +74.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.3%
Value ($000) $2,711 Shares 53,383 Est. Cost $49.85 Unrealized
COST COSTCO WHSL CORP NEW COM 1.3%
Value ($000) $2,700 Shares 7,607 Est. Cost $200.62 Unrealized +54.1%
NFLX NETFLIX INC COM 1.2%
Value ($000) $2,549 Shares 5,096 Est. Cost $40.80 Unrealized +22.0%
SON SONOCO PRODS CO COM 1.2%
Value ($000) $2,497 Shares 48,905 Est. Cost $38.87 Unrealized +12.2%
AMT AMERICAN TOWER CORP NEW COM 1.1%
Value ($000) $2,345 Shares 9,700 Est. Cost $188.53 Unrealized +14.9%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 1.1%
Value ($000) $2,337 Shares 64,121 Est. Cost $35.11 Unrealized
HD HOME DEPOT INC COM 1.0%
Value ($000) $2,214 Shares 7,970 Est. Cost $146.54 Unrealized +62.2%
VZ VERIZON COMMUNICATIONS INC COM 1.0%
Value ($000) $2,189 Shares 36,787 Est. Cost $36.28 Unrealized +17.4%
WMT WALMART INC COM 1.0%
Value ($000) $2,174 Shares 15,545 Est. Cost $28.14 Unrealized +46.8%
TIP ISHARES TIPS BOND ETF 1.0%
Value ($000) $2,056 Shares 16,251 Est. Cost $122.84 Unrealized
DIS DISNEY WALT CO COM DISNEY 1.0%
Value ($000) $2,035 Shares 16,396 Est. Cost $106.02 Unrealized +15.2%
TGT TARGET CORP COM 0.9%
Value ($000) $1,917 Shares 12,175 Est. Cost $96.24 Unrealized +23.3%
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $1,875 Shares 11,391 Est. Cost $115.93 Unrealized +14.9%
NEE NEXTERA ENERGY INC COM 0.9%
Value ($000) $1,874 Shares 6,752 Est. Cost $52.60 Unrealized +14.6%
DHR DANAHER CORPORATION COM 0.9%
Value ($000) $1,837 Shares 8,530 Est. Cost $87.07 Unrealized +99.5%
AMAT APPLIED MATLS INC COM 0.8%
Value ($000) $1,803 Shares 30,332 Est. Cost $50.01 Unrealized +17.7%
CMCSA COMCAST CORP NEW CL A 0.8%
Value ($000) $1,701 Shares 36,754 Est. Cost $32.15 Unrealized +17.0%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.8%
Value ($000) $1,671 Shares 5,371 Est. Cost $255.96 Unrealized
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $1,657 Shares 17,213 Est. Cost $82.22 Unrealized +3.9%
MRK MERCK & CO. INC COM 0.8%
Value ($000) $1,656 Shares 19,964 Est. Cost $61.46 Unrealized +7.3%
ABBV ABBVIE INC COM 0.8%
Value ($000) $1,653 Shares 18,875 Est. Cost $69.29 Unrealized +10.1%
UPS UNITED PARCEL SERVICE INC CL B 0.8%
Value ($000) $1,639 Shares 9,832 Est. Cost $79.74 Unrealized +47.1%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $1,626 Shares 10,926 Est. Cost $112.20 Unrealized +13.2%
UNP UNION PAC CORP COM 0.8%
Value ($000) $1,607 Shares 8,162 Est. Cost $140.98 Unrealized +16.9%
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.7%
Value ($000) $1,590 Shares 9,130 Est. Cost $151.47 Unrealized
SHOP SHOPIFY INC CLS A 0.7%
Value ($000) $1,530 Shares 1,496 Est. Cost $15.24 Unrealized +552.3%
EWG ISHARES MSCI GERMANY ETF 0.7%
Value ($000) $1,514 Shares 51,982 Est. Cost $25.91 Unrealized
VEEV VEEVA SYS INC CL A COM 0.7%
Value ($000) $1,385 Shares 4,926 Est. Cost $104.43 Unrealized +152.4%
ALLY ALLY FINL INC COM 0.6%
Value ($000) $1,382 Shares 55,133 Est. Cost $17.93 Unrealized +4.5%
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value ($000) $1,378 Shares 16,799 Est. Cost $29.14 Unrealized +154.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value ($000) $1,325 Shares 3,001 Est. Cost $200.50 Unrealized +103.2%
ABT ABBOTT LABS COM 0.6%
Value ($000) $1,290 Shares 11,851 Est. Cost $72.39 Unrealized +27.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $1,288 Shares 5,699 Est. Cost $140.64 Unrealized +50.9%
NVCR NOVOCURE LTD ORD SHS 0.6%
Value ($000) $1,268 Shares 11,388 Est. Cost $28.45 Unrealized +181.1%
IDXX IDEXX LABS INC COM 0.6%
Value ($000) $1,250 Shares 3,178 Est. Cost $214.91 Unrealized +72.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.5%
Value ($000) $1,151 Shares 4,227 Est. Cost $185.78 Unrealized +48.5%
NKE NIKE INC CL B 0.5%
Value ($000) $1,120 Shares 8,903 Est. Cost $78.65 Unrealized +26.7%
MRNA MODERNA INC COM 0.5%
Value ($000) $1,082 Shares 15,303 Est. Cost $23.01 Unrealized +203.1%
HUM HUMANA INC COM 0.5%
Value ($000) $1,061 Shares 2,564 Est. Cost $266.24 Unrealized +43.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,060 Shares 4,980 Est. Cost $199.23 Unrealized +2.7%
INTU INTUIT COM 0.5%
Value ($000) $1,042 Shares 3,194 Est. Cost $265.28 Unrealized +14.1%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,041 Shares 4,742 Est. Cost $155.44 Unrealized +16.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.5%
Value ($000) $984 Shares 6,758 Est. Cost $100.24 Unrealized +21.3%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $981 Shares 7,056 Est. Cost $115.11 Unrealized +1.1%
ZS ZSCALER INC COM 0.5%
Value ($000) $979 Shares 6,958 Est. Cost $84.56 Unrealized +53.5%
LAM RESEARCH CORP COM 0.5%
Value ($000) $979 Shares 2,950 Est. Cost $324.61 Unrealized
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $973 Shares 11,322 Est. Cost $68.17 Unrealized +3.8%
GDX VANECK VECTORS GOLD MINERS ETF 0.5%
Value ($000) $964 Shares 24,606 Est. Cost $38.76 Unrealized
TDOC TELADOC HEALTH INC COM 0.5%
Value ($000) $963 Shares 4,391 Est. Cost $113.74 Unrealized +86.2%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $962 Shares 8,504 Est. Cost $76.78 Unrealized +32.0%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $961 Shares 3,081 Est. Cost $202.70 Unrealized +38.7%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.5%
Value ($000) $960 Shares 7,090 Est. Cost $132.14 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.4%
Value ($000) $935 Shares 1,318 Est. Cost $138.47 Unrealized +62.2%
INTC INTEL CORP COM 0.4%
Value ($000) $927 Shares 17,898 Est. Cost $40.69 Unrealized +14.3%
PEP PEPSICO INC COM 0.4%
Value ($000) $924 Shares 6,664 Est. Cost $112.47 Unrealized +2.4%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.4%
Value ($000) $915 Shares 10,931 Est. Cost $48.71 Unrealized +82.1%
JD JD.COM INC SPON ADR CL A 0.4%
Value ($000) $914 Shares 11,772 Est. Cost $77.64 Unrealized
NOW SERVICENOW INC COM 0.4%
Value ($000) $913 Shares 1,883 Est. Cost $33.04 Unrealized +170.3%
BARRICK GOLD CORP COM 0.4%
Value ($000) $907 Shares 32,238 Est. Cost $28.13 Unrealized
BAC BK OF AMERICA CORP COM 0.4%
Value ($000) $904 Shares 37,522 Est. Cost $22.61 Unrealized -3.5%
XYZ SQUARE INC CL A 0.4%
Value ($000) $890 Shares 5,475 Est. Cost $76.28 Unrealized +85.1%
WOOD ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND 0.4%
Value ($000) $888 Shares 13,739 Est. Cost $64.63 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.4%
Value ($000) $885 Shares 2,689 Est. Cost $332.23 Unrealized +0.4%
OKTA OKTA INC CL A 0.4%
Value ($000) $872 Shares 4,079 Est. Cost $82.53 Unrealized +152.6%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $870 Shares 8,373 Est. Cost $81.91 Unrealized +5.3%
ATLASSIAN CORP PLC CL A 0.4%
Value ($000) $869 Shares 4,778 Est. Cost $117.09 Unrealized
QQQ INVESCO QQQ TRUST 0.4%
Value ($000) $863 Shares 3,106 Est. Cost $216.24 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $862 Shares 8,166 Est. Cost $84.68 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $859 Shares 2,243 Est. Cost $261.45 Unrealized +25.8%
PFE PFIZER INC COM 0.4%
Value ($000) $857 Shares 23,339 Est. Cost $27.06 Unrealized +0.2%
BIOHAVEN PHARMACTL HLDG CO LTD COM 0.4%
Value ($000) $825 Shares 12,692 Est. Cost $53.45 Unrealized
GH GUARDANT HEALTH INC COM 0.4%
Value ($000) $814 Shares 7,285 Est. Cost $72.89 Unrealized +25.5%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $805 Shares 6,843 Est. Cost $72.31 Unrealized +31.6%
ANSYS INC COM 0.4%
Value ($000) $795 Shares 2,430 Est. Cost $208.51 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.4%
Value ($000) $794 Shares 5,783 Est. Cost $115.33 Unrealized +1.0%
AEP AMERICAN ELEC PWR CO INC COM 0.4%
Value ($000) $758 Shares 9,269 Est. Cost $60.19 Unrealized +12.6%
SPLUNK INC COM 0.3%
Value ($000) $744 Shares 3,953 Est. Cost $109.85 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $738 Shares 13,261 Est. Cost $50.02 Unrealized +0.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $736 Shares 8,310 Est. Cost $68.26 Unrealized -2.3%
DQ DAQO NEW ENERGY CORP SPNSRD ADR NEW 0.3%
Value ($000) $725 Shares 5,359 Est. Cost $135.29 Unrealized
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $724 Shares 3,383 Est. Cost $165.04 Unrealized +23.4%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $710 Shares 4,796 Est. Cost $110.27 Unrealized +32.2%
MARVELL TECHNOLOGY GROUP LTD ORD 0.3%
Value ($000) $700 Shares 17,637 Est. Cost $33.09 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.3%
Value ($000) $694 Shares 10,031 Est. Cost $66.80 Unrealized
XBI SPDR S&P BIOTECH ETF 0.3%
Value ($000) $690 Shares 6,185 Est. Cost $111.51 Unrealized
VNM VANECK VECTORS VIETNAM ETF 0.3%
Value ($000) $681 Shares 45,860 Est. Cost $14.85 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.3%
Value ($000) $678 Shares 2,845 Est. Cost $192.20 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $654 Shares 8,200 Est. Cost $67.00 Unrealized +16.4%
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $647 Shares 5,183 Est. Cost $102.93 Unrealized +8.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $645 Shares 5,527 Est. Cost $74.68 Unrealized
DXCM DEXCOM INC COM 0.3%
Value ($000) $632 Shares 1,531 Est. Cost $87.88 Unrealized +18.9%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $615 Shares 1,947 Est. Cost $314.59 Unrealized -5.2%
REGN REGENERON PHARMACEUTICALS COM 0.3%
Value ($000) $596 Shares 1,064 Est. Cost $418.00 Unrealized +44.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $582 Shares 1,578 Est. Cost $366.57 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $552 Shares 3,483 Est. Cost $189.56 Unrealized
QRVO QORVO INC COM 0.3%
Value ($000) $540 Shares 4,180 Est. Cost $97.96 Unrealized +26.6%
YUMC YUM CHINA HLDGS INC COM 0.3%
Value ($000) $534 Shares 10,090 Est. Cost $52.92 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $533 Shares 2,648 Est. Cost $198.98 Unrealized -10.1%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $527 Shares 6,059 Est. Cost $86.62 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.2%
Value ($000) $516 Shares 6,786 Est. Cost $101.18 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $516 Shares 8,847 Est. Cost $55.11 Unrealized -5.0%
TSLA TESLA INC COM 0.2%
Value ($000) $506 Shares 1,179 Est. Cost $102.74 Unrealized +14.9%
GPN GLOBAL PMTS INC COM 0.2%
Value ($000) $505 Shares 2,843 Est. Cost $98.56 Unrealized +67.8%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $472 Shares 5,922 Est. Cost $59.62 Unrealized +8.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $457 Shares 8,336 Est. Cost $38.91 Unrealized +13.3%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $444 Shares 4,037 Est. Cost $119.08 Unrealized -25.5%
AKAM AKAMAI TECHNOLOGIES INC COM 0.2%
Value ($000) $439 Shares 3,972 Est. Cost $107.18 Unrealized +3.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $433 Shares 3,667 Est. Cost $111.86 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $432 Shares 3,125 Est. Cost $157.71 Unrealized -16.9%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $419 Shares 2,850 Est. Cost $98.32 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.2%
Value ($000) $417 Shares 11,095 Est. Cost $38.63 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $410 Shares 4,087 Est. Cost $94.30 Unrealized -2.5%
NUVEEN MUN VALUE FD INC COM 0.2%
Value ($000) $401 Shares 37,490 Est. Cost $10.05 Unrealized
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $387 Shares 1,731 Est. Cost $215.03 Unrealized +0.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $375 Shares 2,916 Est. Cost $101.29 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $373 Shares 4,310 Est. Cost $86.49 Unrealized
T AT&T INC COM 0.2%
Value ($000) $373 Shares 13,065 Est. Cost $16.60 Unrealized -6.3%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $366 Shares 8,496 Est. Cost $55.51 Unrealized -26.1%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $362 Shares 2,462 Est. Cost $99.60 Unrealized +24.7%
DDOG DATADOG INC CL A COM 0.2%
Value ($000) $345 Shares 3,383 Est. Cost $63.06 Unrealized +38.0%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $322 Shares 3,488 Est. Cost $92.55 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $320 Shares 1 Est. Cost $284799.47 Unrealized +7.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $291 Shares 1,784 Est. Cost $162.79 Unrealized
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $289 Shares 1,857 Est. Cost $122.98 Unrealized
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.1%
Value ($000) $280 Shares 20,765 Est. Cost $13.39 Unrealized
FTCHQ FARFETCH LTD ORD SH CL A 0.1%
Value ($000) $279 Shares 11,096 Est. Cost $24.79 Unrealized 0.0%
FXY INVESCO CURRENCYSHARES JAPANESE YEN TRUST 0.1%
Value ($000) $275 Shares 3,069 Est. Cost $89.61 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $265 Shares 1,693 Est. Cost $122.12 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $262 Shares 4,897 Est. Cost $47.28 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $258 Shares 985 Est. Cost $225.27 Unrealized
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.1%
Value ($000) $247 Shares 9,737 Est. Cost $25.37 Unrealized
DT DYNATRACE INC COM NEW 0.1%
Value ($000) $243 Shares 5,930 Est. Cost $40.94 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $232 Shares 158 Est. Cost $61.90 Unrealized +22.3%
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $216 Shares 416 Est. Cost $45.67 Unrealized 0.0%
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $214 Shares 4,431 Est. Cost $48.01 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $211 Shares 5,466 Est. Cost $30.15 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $196 Shares 2,874 Est. Cost $58.81 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $186 Shares 1,162 Est. Cost $107.51 Unrealized +2.7%
COLD AMERICOLD RLTY TR COM 0.1%
Value ($000) $133 Shares 3,710 Est. Cost $32.88 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $130 Shares 2,156 Est. Cost $48.53 Unrealized +0.1%
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $130 Shares 1,170 Est. Cost $111.11 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $126 Shares 1,239 Est. Cost $100.44 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $123 Shares 1,315 Est. Cost $75.48 Unrealized +10.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $117 Shares 1,482 Est. Cost $87.92 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $117 Shares 705 Est. Cost $114.89 Unrealized +12.3%
SO SOUTHERN CO COM 0.1%
Value ($000) $115 Shares 2,138 Est. Cost $48.46 Unrealized -10.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $113 Shares 680 Est. Cost $81.98 Unrealized +70.6%
KO COCA COLA CO COM 0.1%
Value ($000) $110 Shares 2,197 Est. Cost $43.55 Unrealized -6.3%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $102 Shares 715 Est. Cost $16.36 Unrealized +61.2%
PPL PPL CORP COM 0.0%
Value ($000) $99 Shares 3,600 Est. Cost $24.13 Unrealized -10.1%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $98 Shares 2,050 Est. Cost $49.76 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $92 Shares 615 Est. Cost $117.54 Unrealized +7.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $92 Shares 3,004 Est. Cost $17.13 Unrealized +53.9%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $92 Shares 196 Est. Cost $189.92 Unrealized +68.4%
CGNX COGNEX CORP COM 0.0%
Value ($000) $85 Shares 1,300 Est. Cost $47.12 Unrealized +29.3%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $82 Shares 1,040 Est. Cost $62.53 Unrealized -0.8%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $81 Shares 1,590 Est. Cost $50.94 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $79 Shares 972 Est. Cost $97.09 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $78 Shares 170 Est. Cost $25.56 Unrealized +18.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $77 Shares 1,395 Est. Cost $63.99 Unrealized -26.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $72 Shares 214 Est. Cost $252.51 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $71 Shares 450 Est. Cost $108.30 Unrealized +45.4%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $70 Shares 1,773 Est. Cost $31.31 Unrealized +18.4%
FDX FEDEX CORP COM 0.0%
Value ($000) $66 Shares 261 Est. Cost $190.27 Unrealized -4.9%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $63 Shares 3,450 Est. Cost $20.29 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $62 Shares 586 Est. Cost $22.41 Unrealized +8.1%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $60 Shares 392 Est. Cost $153.06 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $59 Shares 975 Est. Cost $49.47 Unrealized -8.9%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $56 Shares 15,000 Est. Cost $3.67 Unrealized
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $56 Shares 595 Est. Cost $61.47 Unrealized +38.6%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $55 Shares 255 Est. Cost $157.05 Unrealized +32.2%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $55 Shares 800 Est. Cost $51.21 Unrealized +12.4%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $53 Shares 585 Est. Cost $28.27 Unrealized +41.9%
RTH VANECK VECTORS RETAIL ETF 0.0%
Value ($000) $48 Shares 325 Est. Cost $92.31 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $47 Shares 2,021 Est. Cost $39.81 Unrealized -45.2%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $47 Shares 2,500 Est. Cost $16.80 Unrealized
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $47 Shares 400 Est. Cost $56.85 Unrealized -9.2%
VTR VENTAS INC COM 0.0%
Value ($000) $47 Shares 1,110 Est. Cost $48.82 Unrealized -32.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $46 Shares 200 Est. Cost $183.53 Unrealized +29.5%
AMERICA MOVIL SAB DE CV SPON ADR L SHS 0.0%
Value ($000) $45 Shares 3,600 Est. Cost $17.22 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $45 Shares 765 Est. Cost $55.13 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $44 Shares 190 Est. Cost $199.57 Unrealized +12.9%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $44 Shares 700 Est. Cost $63.29 Unrealized +2.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $43 Shares 1,600 Est. Cost $24.66 Unrealized -16.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $43 Shares 356 Est. Cost $98.28 Unrealized -4.5%
TRUP TRUPANION INC COM 0.0%
Value ($000) $41 Shares 525 Est. Cost $31.28 Unrealized +91.9%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $40 Shares 236 Est. Cost $177.44 Unrealized -9.3%
PIMCO CORPORATE & INCOME STRAT COM 0.0%
Value ($000) $39 Shares 2,510 Est. Cost $17.13 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $39 Shares 890 Est. Cost $35.15 Unrealized
AONE/U ONE UNIT 0.0%
Value ($000) $38 Shares 3,450 Est. Cost $11.01 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $38 Shares 387 Est. Cost $92.22 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $38 Shares 50 Est. Cost $536.14 Unrealized +27.5%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $37 Shares 2,100 Est. Cost $19.69 Unrealized
AZEK CO INC CL A 0.0%
Value ($000) $36 Shares 1,055 Est. Cost $34.12 Unrealized
PROSHARES SHORT S&P 500 0.0%
Value ($000) $36 Shares 1,790 Est. Cost $21.40 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $35 Shares 1,100 Est. Cost $31.82 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $35 Shares 237 Est. Cost $99.36 Unrealized +29.6%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $34 Shares 324 Est. Cost $104.04 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $33 Shares 2,118 Est. Cost $14.16 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $33 Shares 330 Est. Cost $78.10 Unrealized 0.0%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $30 Shares 3,600 Est. Cost $13.04 Unrealized -37.1%
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.0%
Value ($000) $30 Shares 2,120 Est. Cost $12.74 Unrealized
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $30 Shares 2,500 Est. Cost $18.80 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $29 Shares 400 Est. Cost $69.58 Unrealized -15.4%
IDA IDACORP INC COM 0.0%
Value ($000) $29 Shares 365 Est. Cost $90.25 Unrealized -2.4%
TRI CONTL CORP COM 0.0%
Value ($000) $28 Shares 1,084 Est. Cost $24.10 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $27 Shares 272 Est. Cost $79.55 Unrealized +8.3%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $27 Shares 1,963 Est. Cost $12.74 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $26 Shares 446 Est. Cost $72.26 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $26 Shares 750 Est. Cost $66.67 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $26 Shares 107 Est. Cost $132.83 Unrealized +85.6%
UNILEVER PLC SHS 0.0%
Value ($000) $25 Shares 400 Est. Cost $62.50 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.00 Unrealized
CYRUSONE INC COM 0.0%
Value ($000) $24 Shares 334 Est. Cost $62.50 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $23.00 Unrealized
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $23 Shares 1,654 Est. Cost $16.33 Unrealized -24.1%
AMGN AMGEN INC COM 0.0%
Value ($000) $22 Shares 87 Est. Cost $158.54 Unrealized +32.2%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $22 Shares 1,140 Est. Cost $12.59 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $22 Shares 225 Est. Cost $79.48 Unrealized -1.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 560 Est. Cost $33.74 Unrealized -2.2%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $18 Shares 1,950 Est. Cost $12.58 Unrealized -38.3%
INMD INMODE LTD SHS 0.0%
Value ($000) $18 Shares 500 Est. Cost $17.68 Unrealized -7.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $17 Shares 184 Est. Cost $81.75 Unrealized +0.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $17 Shares 490 Est. Cost $55.82 Unrealized -42.1%
XYL XYLEM INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $72.55 Unrealized +0.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.05 Unrealized -22.4%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $16 Shares 278 Est. Cost $75.54 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $16 Shares 276 Est. Cost $37.54 Unrealized +29.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $16 Shares 76 Est. Cost $210.53 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $16 Shares 331 Est. Cost $37.13 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $15 Shares 256 Est. Cost $58.59 Unrealized
FS KKR CAP CORP II COM 0.0%
Value ($000) $15 Shares 966 Est. Cost $12.42 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $14 Shares 2,200 Est. Cost $7.16 Unrealized -28.3%
BA BOEING CO COM 0.0%
Value ($000) $14 Shares 84 Est. Cost $293.87 Unrealized -42.0%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $14 Shares 66 Est. Cost $232.04 Unrealized -11.2%
INDS PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF 0.0%
Value ($000) $14 Shares 444 Est. Cost $33.68 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $14 Shares 75 Est. Cost $148.15 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $13 Shares 227 Est. Cost $35.24 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $13 Shares 260 Est. Cost $56.64 Unrealized -13.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $13 Shares 410 Est. Cost $46.91 Unrealized -40.2%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $13 Shares 128 Est. Cost $101.56 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $12 Shares 57 Est. Cost $153.99 Unrealized +28.5%
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $12 Shares 524 Est. Cost $22.90 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $116.30 Unrealized -7.6%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $12 Shares 107 Est. Cost $103.47 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $130.86 Unrealized +0.2%
CDLX CARDLYTICS INC COM 0.0%
Value ($000) $12 Shares 170 Est. Cost $60.44 Unrealized +20.3%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $11 Shares 275 Est. Cost $31.20 Unrealized +23.5%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $11 Shares 676 Est. Cost $18.93 Unrealized -36.0%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $11 Shares 150 Est. Cost $77.17 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 254 Est. Cost $42.64 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $11 Shares 123 Est. Cost $117.85 Unrealized -22.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $11 Shares 66 Est. Cost $151.52 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $10 Shares 44 Est. Cost $129.86 Unrealized +46.9%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $10 Shares 145 Est. Cost $80.76 Unrealized -17.7%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 5 Est. Cost $1497.60 Unrealized +15.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $9 Shares 218 Est. Cost $41.28 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 160 Est. Cost $43.75 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 1,596 Est. Cost $5.64 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $81.55 Unrealized +43.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $9 Shares 117 Est. Cost $69.48 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.0%
Value ($000) $9 Shares 165 Est. Cost $54.55 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $112.94 Unrealized +48.1%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $8 Shares 73 Est. Cost $67.06 Unrealized +56.9%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $8 Shares 44 Est. Cost $181.82 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $8 Shares 156 Est. Cost $39.43 Unrealized +7.9%
LIVONGO HEALTH INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $20.00 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $86.27 Unrealized +48.2%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $7 Shares 1,098 Est. Cost $8.95 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.00 Unrealized
GRUBHUB INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $40.00 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $6 Shares 75 Est. Cost $58.25 Unrealized +11.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $21.43 Unrealized +20.5%
IAC INTERACTIVECORP NEW COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $127.66 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 17 Est. Cost $337.41 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $6 Shares 95 Est. Cost $44.47 Unrealized +30.1%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $300.00 Unrealized
SNSR GLOBAL X INTERNET OF THINGS THEMATIC ETF 0.0%
Value ($000) $6 Shares 264 Est. Cost $15.15 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.19 Unrealized +20.7%
UYG PROSHARES ULTRA FINANCIALS 0.0%
Value ($000) $6 Shares 180 Est. Cost $70.37 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $6 Shares 170 Est. Cost $29.99 Unrealized +15.4%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.84 Unrealized +6.9%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $106.45 Unrealized 0.0%
RACE FERRARI N V COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $111.18 Unrealized +67.3%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.50 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $5 Shares 110 Est. Cost $19.47 Unrealized +67.4%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
HINES GLOBAL REIT INC COM 0.0%
Value ($000) $5 Shares 2,489 Est. Cost $6.03 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $22.91 Unrealized +29.4%
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $5 Shares 413 Est. Cost $14.56 Unrealized -29.6%
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $46.83 Unrealized +0.8%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $4 Shares 140 Est. Cost $19.29 Unrealized +15.2%
XILINX INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $102.65 Unrealized
DFNL DAVIS SELECT FINANCIAL ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $4 Shares 52 Est. Cost $55.20 Unrealized
HOV HOVNANIAN ENTERPRISES INC CL A NEW 0.0%
Value ($000) $4 Shares 132 Est. Cost $23.63 Unrealized +17.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $4 Shares 59 Est. Cost $21.15 Unrealized +35.2%
HAS HASBRO INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $68.83 Unrealized -8.9%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $25.37 Unrealized +190.0%
GLW CORNING INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.10 Unrealized +20.6%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $3 Shares 273 Est. Cost $7.33 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $256.96 Unrealized -2.7%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $28.72 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $25.58 Unrealized +110.9%
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $3 Shares 137 Est. Cost $21.90 Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.69 Unrealized +18.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 200 Est. Cost $33.58 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $3 Shares 15 Est. Cost $114.37 Unrealized +38.2%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.0%
Value ($000) $3 Shares 46 Est. Cost $88.92 Unrealized
MIRATI THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $100.00 Unrealized
PD PAGERDUTY INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.22 Unrealized +32.5%
VBI VACCINES INC COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.08 Unrealized
USA TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.00 Unrealized
WLDN WILLDAN GROUP INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $26.96 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $61.78 Unrealized -16.5%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
TWITTER INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $20.00 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $344.57 Unrealized 0.0%
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $2 Shares 366 Est. Cost $2.07 Unrealized +89.0%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.90 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.59 Unrealized 0.0%
NOVABAY PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $2 Shares 2,997 Est. Cost $3.99 Unrealized
MELLON BK NA EMPLOYEE BENEFIT CIF CLS I 0.0%
Value ($000) $2 Shares 2,256 Est. Cost $1.01 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $139.59 Unrealized +31.6%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $61.89 Unrealized
PDD PINDUODUO INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
QTRX QUANTERIX CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.20 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.29 Unrealized -34.6%
NTDOY NINTENDO LTD ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
MC MOELIS & CO CL A 0.0%
Value ($000) $1 Shares 35 Est. Cost $21.84 Unrealized 0.0%
FRBKQ REPUBLIC FIRST BANCORP INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.16 Unrealized -31.1%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.04 Unrealized
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS 0.0%
Value ($000) $1 Shares 136 Est. Cost $7.35 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.48 Unrealized +18.9%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $68.95 Unrealized -22.1%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
LWLG LIGHTWAVE LOGIC INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.68 Unrealized 0.0%
TREE LENDINGTREE INC NEW COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.34 Unrealized -34.5%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $39.15 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $23.51 Unrealized
EQUITRANS MIDSTREAM CORP COM 0.0%
Value ($000) $1 Shares 80 Est. Cost Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
CIMAREX ENERGY CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
FITBIT INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
CALIFORNIA RES CORP COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.92 Unrealized -37.7%
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.59 Unrealized -16.0%
AUSI AURA SYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $0 Shares 75 Est. Cost $9.47 Unrealized -36.5%
GLOBAL MARINE LTD COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $111.11 Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $0 Shares 165 Est. Cost $1.22 Unrealized +51.1%
CHOOF CHOOM HLDGS INC COM 0.0%
Value ($000) $0 Shares 725 Est. Cost $0.08 Unrealized 0.0%
FUELCELL ENERGY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CIRCA PICS & PRDTN CO INTL INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.00 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.17 Unrealized -10.1%
TRANSENTERIX INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CHIQ GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.46 Unrealized 0.0%
LATTICE INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.07 Unrealized -28.0%
IPMG INTERNATIONAL PRECIOUS MINERAL COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.00 Unrealized +146.5%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.90 Unrealized -58.1%
DOMARK INTERNATIONAL INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MECKLERMEDIA CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
OPUS OPUS MAGNUM AMERIS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.00 Unrealized +657087.5%
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
SONY SONY CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
VNTH NANO MOBILE HEALTHCARE INC COM NEW 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized 0.0%
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.88 Unrealized -12.6%