NVWM, LLC Diversified Active

CIK: 0001697274 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $240,238 (100.0% shares, 0.0% debt)

Holdings (420)

MSFT MICROSOFT CORP COM 4.2%
Value ($000) $10,015 Shares 45,025 Est. Cost $78.79 Unrealized +161.5%
AAPL APPLE INC COM 4.0%
Value ($000) $9,646 Shares 72,695 Est. Cost $91.75 Unrealized +27.5%
AMZN AMAZON COM INC COM 3.8%
Value ($000) $9,240 Shares 2,837 Est. Cost $60.14 Unrealized +165.3%
GOOGL ALPHABET INC CAP STK CL A 2.4%
Value ($000) $5,702 Shares 3,253 Est. Cost $53.34 Unrealized +56.5%
SPY SPDR S&P 500 ETF 1.9%
Value ($000) $4,557 Shares 12,187 Est. Cost $280.50 Unrealized
ISHARES COMEX GOLD TRUST 1.9%
Value ($000) $4,547 Shares 250,776 Est. Cost $14.48 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 1.9%
Value ($000) $4,468 Shares 8,934 Est. Cost $226.97 Unrealized +112.8%
PYPL PAYPAL HLDGS INC COM 1.6%
Value ($000) $3,810 Shares 16,265 Est. Cost $82.71 Unrealized +149.9%
META FACEBOOK INC CL A 1.5%
Value ($000) $3,659 Shares 13,393 Est. Cost $192.05 Unrealized +41.8%
MA MASTERCARD INCORPORATED CL A 1.5%
Value ($000) $3,631 Shares 10,171 Est. Cost $219.58 Unrealized +47.3%
ZTS ZOETIS INC CL A 1.3%
Value ($000) $3,174 Shares 19,179 Est. Cost $80.06 Unrealized +94.1%
NFLX NETFLIX INC COM 1.3%
Value ($000) $3,149 Shares 5,823 Est. Cost $42.04 Unrealized +20.6%
V VISA INC COM CL A 1.3%
Value ($000) $3,091 Shares 14,135 Est. Cost $113.08 Unrealized +74.4%
GLD SPDR GOLD SHARES 1.2%
Value ($000) $2,919 Shares 16,364 Est. Cost $144.44 Unrealized
COST COSTCO WHSL CORP NEW COM 1.2%
Value ($000) $2,902 Shares 7,701 Est. Cost $202.41 Unrealized +71.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.2%
Value ($000) $2,828 Shares 23,570 Est. Cost $108.15 Unrealized
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $2,794 Shares 5,350 Est. Cost $5.55 Unrealized +140.5%
SON SONOCO PRODS CO COM 1.2%
Value ($000) $2,785 Shares 47,005 Est. Cost $38.87 Unrealized +20.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.2%
Value ($000) $2,766 Shares 54,429 Est. Cost $49.87 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 1.1%
Value ($000) $2,560 Shares 66,482 Est. Cost $35.23 Unrealized
HON HONEYWELL INTL INC COM 1.0%
Value ($000) $2,459 Shares 11,562 Est. Cost $116.64 Unrealized +40.4%
AMAT APPLIED MATLS INC COM 1.0%
Value ($000) $2,427 Shares 28,126 Est. Cost $50.01 Unrealized +41.4%
CRM SALESFORCE COM INC COM 1.0%
Value ($000) $2,410 Shares 10,830 Est. Cost $143.40 Unrealized +67.6%
VZ VERIZON COMMUNICATIONS INC COM 1.0%
Value ($000) $2,319 Shares 29,540 Est. Cost $36.28 Unrealized +21.2%
WMT WALMART INC COM 1.0%
Value ($000) $2,313 Shares 15,993 Est. Cost $28.62 Unrealized +58.1%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.9%
Value ($000) $2,225 Shares 69,535 Est. Cost $31.90 Unrealized
DIS DISNEY WALT CO COM 0.9%
Value ($000) $2,218 Shares 12,239 Est. Cost $106.02 Unrealized +32.3%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $2,197 Shares 17,291 Est. Cost $82.22 Unrealized +19.4%
HD HOME DEPOT INC COM 0.9%
Value ($000) $2,185 Shares 8,226 Est. Cost $149.53 Unrealized +62.2%
TIP ISHARES TIPS BOND ETF 0.9%
Value ($000) $2,147 Shares 16,822 Est. Cost $123.01 Unrealized
NEE NEXTERA ENERGY INC COM 0.9%
Value ($000) $2,143 Shares 27,778 Est. Cost $62.47 Unrealized +5.1%
ABT ABBOTT LABS COM 0.9%
Value ($000) $2,047 Shares 18,698 Est. Cost $82.23 Unrealized +20.7%
ABBV ABBVIE INC COM 0.9%
Value ($000) $2,046 Shares 19,097 Est. Cost $69.40 Unrealized +13.7%
TGT TARGET CORP COM 0.8%
Value ($000) $2,011 Shares 11,395 Est. Cost $96.24 Unrealized +50.5%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.8%
Value ($000) $1,998 Shares 5,643 Est. Cost $260.69 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.8%
Value ($000) $1,973 Shares 9,037 Est. Cost $151.47 Unrealized
CMCSA COMCAST CORP NEW CL A 0.8%
Value ($000) $1,959 Shares 37,378 Est. Cost $32.30 Unrealized +29.0%
ALLY ALLY FINL INC COM 0.8%
Value ($000) $1,957 Shares 54,865 Est. Cost $17.93 Unrealized +42.5%
DHR DANAHER CORPORATION COM 0.8%
Value ($000) $1,851 Shares 8,334 Est. Cost $87.07 Unrealized +125.1%
NVCR NOVOCURE LTD ORD SHS 0.8%
Value ($000) $1,825 Shares 10,549 Est. Cost $28.45 Unrealized +381.0%
HUM HUMANA INC COM 0.8%
Value ($000) $1,811 Shares 4,413 Est. Cost $320.84 Unrealized +23.6%
UNP UNION PAC CORP COM 0.7%
Value ($000) $1,796 Shares 8,627 Est. Cost $142.98 Unrealized +24.5%
SHOP SHOPIFY INC CL A 0.7%
Value ($000) $1,754 Shares 1,550 Est. Cost $18.37 Unrealized +471.5%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $1,718 Shares 10,919 Est. Cost $112.20 Unrealized +13.7%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.7%
Value ($000) $1,711 Shares 11,173 Est. Cost $50.22 Unrealized +135.4%
EWG ISHARES MSCI GERMANY ETF 0.7%
Value ($000) $1,697 Shares 53,408 Est. Cost $26.07 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.7%
Value ($000) $1,694 Shares 10,061 Est. Cost $81.05 Unrealized +68.9%
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value ($000) $1,576 Shares 17,186 Est. Cost $30.42 Unrealized +183.7%
TSLA TESLA INC COM 0.6%
Value ($000) $1,558 Shares 2,208 Est. Cost $134.39 Unrealized +27.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $1,534 Shares 5,873 Est. Cost $143.08 Unrealized +55.9%
DQ DAQO NEW ENERGY CORP SPNSRD ADS NEW 0.6%
Value ($000) $1,532 Shares 26,695 Est. Cost $73.03 Unrealized
WOOD ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND 0.6%
Value ($000) $1,434 Shares 18,006 Est. Cost $68.19 Unrealized
VEEV VEEVA SYS INC CL A COM 0.6%
Value ($000) $1,411 Shares 5,182 Est. Cost $113.11 Unrealized +147.7%
ZS ZSCALER INC COM 0.6%
Value ($000) $1,406 Shares 7,039 Est. Cost $85.41 Unrealized +86.2%
NKE NIKE INC CL B 0.5%
Value ($000) $1,284 Shares 9,074 Est. Cost $79.49 Unrealized +55.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.5%
Value ($000) $1,255 Shares 5,925 Est. Cost $116.30 Unrealized +34.0%
AXP AMERICAN EXPRESS CO COM 0.5%
Value ($000) $1,247 Shares 10,309 Est. Cost $100.07 Unrealized +3.8%
INTU INTUIT COM 0.5%
Value ($000) $1,223 Shares 3,220 Est. Cost $265.28 Unrealized +28.3%
IDXX IDEXX LABS INC COM 0.5%
Value ($000) $1,221 Shares 2,444 Est. Cost $214.91 Unrealized +108.2%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $1,220 Shares 11,405 Est. Cost $68.17 Unrealized +24.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,202 Shares 9,430 Est. Cost $127.47 Unrealized
XYZ SQUARE INC CL A 0.5%
Value ($000) $1,202 Shares 5,522 Est. Cost $76.28 Unrealized +155.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,202 Shares 5,186 Est. Cost $200.07 Unrealized +10.1%
CMI CUMMINS INC COM 0.5%
Value ($000) $1,199 Shares 5,283 Est. Cost $198.26 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.5%
Value ($000) $1,138 Shares 7,513 Est. Cost $133.23 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,136 Shares 3,239 Est. Cost $207.85 Unrealized +48.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $1,135 Shares 2,436 Est. Cost $200.50 Unrealized +130.7%
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $1,131 Shares 37,324 Est. Cost $22.61 Unrealized +4.6%
BIOHAVEN PHARMACTL HLDG CO LTD COM 0.5%
Value ($000) $1,105 Shares 12,889 Est. Cost $53.94 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.5%
Value ($000) $1,102 Shares 1,348 Est. Cost $140.91 Unrealized +76.2%
LAM RESEARCH CORP COM 0.5%
Value ($000) $1,100 Shares 2,321 Est. Cost $324.61 Unrealized
NOW SERVICENOW INC COM 0.4%
Value ($000) $1,075 Shares 1,952 Est. Cost $35.55 Unrealized +192.5%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $1,070 Shares 7,025 Est. Cost $73.67 Unrealized +69.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.4%
Value ($000) $1,068 Shares 6,989 Est. Cost $101.17 Unrealized +26.9%
MARVELL TECHNOLOGY GROUP LTD ORD 0.4%
Value ($000) $1,065 Shares 22,377 Est. Cost $36.16 Unrealized
JD JD.COM INC SPON ADR CL A 0.4%
Value ($000) $1,063 Shares 12,097 Est. Cost $77.92 Unrealized
WM WASTE MGMT INC DEL COM 0.4%
Value ($000) $1,062 Shares 9,004 Est. Cost $78.48 Unrealized +36.9%
OKTA OKTA INC CL A 0.4%
Value ($000) $1,059 Shares 4,166 Est. Cost $85.77 Unrealized +177.1%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,058 Shares 4,932 Est. Cost $156.89 Unrealized +23.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.4%
Value ($000) $1,050 Shares 4,509 Est. Cost $194.40 Unrealized
MRK MERCK & CO. INC COM 0.4%
Value ($000) $1,047 Shares 12,704 Est. Cost $61.46 Unrealized +5.5%
PEP PEPSICO INC COM 0.4%
Value ($000) $1,026 Shares 6,875 Est. Cost $112.74 Unrealized +7.5%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,013 Shares 7,280 Est. Cost $115.36 Unrealized +6.8%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $994 Shares 8,446 Est. Cost $81.91 Unrealized +16.1%
GH GUARDANT HEALTH INC COM 0.4%
Value ($000) $968 Shares 7,506 Est. Cost $74.13 Unrealized +55.2%
TDOC TELADOC HEALTH INC COM 0.4%
Value ($000) $950 Shares 4,752 Est. Cost $120.55 Unrealized +68.7%
SWK STANLEY BLACK & DECKER INC COM 0.4%
Value ($000) $937 Shares 5,245 Est. Cost $149.73 Unrealized +0.2%
LULU LULULEMON ATHLETICA INC COM 0.4%
Value ($000) $936 Shares 2,689 Est. Cost $332.23 Unrealized +4.5%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.4%
Value ($000) $925 Shares 2,900 Est. Cost $193.80 Unrealized +42.6%
ANSYS INC COM 0.4%
Value ($000) $910 Shares 2,501 Est. Cost $212.92 Unrealized
TJX TJX COS INC NEW COM 0.4%
Value ($000) $910 Shares 13,313 Est. Cost $50.02 Unrealized +12.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $910 Shares 8,020 Est. Cost $84.68 Unrealized
SNPS SYNOPSYS INC COM 0.4%
Value ($000) $898 Shares 3,467 Est. Cost $166.63 Unrealized +38.4%
QQQ INVESCO QQQ TRUST 0.4%
Value ($000) $889 Shares 2,834 Est. Cost $216.24 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $875 Shares 23,773 Est. Cost $27.08 Unrealized +5.7%
ATLASSIAN CORP PLC CL A 0.4%
Value ($000) $875 Shares 3,739 Est. Cost $117.09 Unrealized
XBI SPDR S&P BIOTECH ETF 0.4%
Value ($000) $868 Shares 6,163 Est. Cost $111.51 Unrealized
INTC INTEL CORP COM 0.4%
Value ($000) $862 Shares 17,298 Est. Cost $40.69 Unrealized +8.2%
NXPI NXP SEMICONDUCTORS N V COM 0.4%
Value ($000) $843 Shares 5,290 Est. Cost $103.57 Unrealized +30.2%
GPN GLOBAL PMTS INC COM 0.4%
Value ($000) $842 Shares 3,908 Est. Cost $120.32 Unrealized +48.3%
YELP YELP INC CL A 0.3%
Value ($000) $833 Shares 25,506 Est. Cost $26.26 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $833 Shares 1,708 Est. Cost $375.79 Unrealized
VNM VANECK VECTORS VIETNAM ETF 0.3%
Value ($000) $833 Shares 47,630 Est. Cost $14.95 Unrealized
SE SEA LTD SPONSORD ADS 0.3%
Value ($000) $808 Shares 4,058 Est. Cost $194.66 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.3%
Value ($000) $806 Shares 5,698 Est. Cost $126.31 Unrealized +0.9%
ULTA ULTA BEAUTY INC COM 0.3%
Value ($000) $805 Shares 2,804 Est. Cost $229.55 Unrealized +10.2%
AZEK CO INC CL A 0.3%
Value ($000) $792 Shares 20,581 Est. Cost $38.26 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $784 Shares 8,570 Est. Cost $68.49 Unrealized +10.5%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $766 Shares 8,398 Est. Cost $67.38 Unrealized +23.1%
GM GENERAL MTRS CO COM 0.3%
Value ($000) $759 Shares 18,233 Est. Cost $37.51 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.3%
Value ($000) $758 Shares 18,832 Est. Cost $35.63 Unrealized -0.7%
BA BOEING CO COM 0.3%
Value ($000) $749 Shares 3,503 Est. Cost $194.66 Unrealized -1.3%
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value ($000) $749 Shares 8,994 Est. Cost $60.19 Unrealized +19.6%
SPGI S&P GLOBAL INC COM 0.3%
Value ($000) $749 Shares 2,278 Est. Cost $323.32 Unrealized -0.0%
DOCU DOCUSIGN INC COM 0.3%
Value ($000) $744 Shares 3,348 Est. Cost $219.48 Unrealized +2.3%
F FORD MTR CO DEL COM 0.3%
Value ($000) $741 Shares 84,318 Est. Cost $6.37 Unrealized -0.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $725 Shares 5,577 Est. Cost $74.68 Unrealized
FTCHQ FARFETCH LTD ORD SH CL A 0.3%
Value ($000) $723 Shares 11,332 Est. Cost $25.20 Unrealized +75.5%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $718 Shares 4,258 Est. Cost $110.27 Unrealized +28.2%
INMD INMODE LTD SHS 0.3%
Value ($000) $716 Shares 15,078 Est. Cost $21.02 Unrealized +0.5%
QRVO QORVO INC COM 0.3%
Value ($000) $697 Shares 4,192 Est. Cost $97.96 Unrealized +50.2%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $697 Shares 2,644 Est. Cost $198.98 Unrealized -1.0%
PAYX PAYCHEX INC COM 0.3%
Value ($000) $679 Shares 7,290 Est. Cost $62.87 Unrealized +22.4%
CDNS CADENCE DESIGN SYSTEM INC COM 0.3%
Value ($000) $650 Shares 4,768 Est. Cost $116.53 Unrealized +0.7%
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $635 Shares 2,531 Est. Cost $224.01 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.3%
Value ($000) $605 Shares 10,598 Est. Cost $53.07 Unrealized +5.8%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.2%
Value ($000) $595 Shares 6,786 Est. Cost $101.18 Unrealized -21.6%
FSLR FIRST SOLAR INC COM 0.2%
Value ($000) $568 Shares 5,743 Est. Cost $86.71 Unrealized 0.0%
BNTX BIONTECH SE SPONSORED ADS 0.2%
Value ($000) $553 Shares 6,780 Est. Cost $66.80 Unrealized
DDOG DATADOG INC CL A COM 0.2%
Value ($000) $521 Shares 5,294 Est. Cost $76.32 Unrealized +30.8%
MRNA MODERNA INC COM 0.2%
Value ($000) $498 Shares 4,761 Est. Cost $23.01 Unrealized +339.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $486 Shares 8,336 Est. Cost $38.91 Unrealized +25.7%
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $484 Shares 4,378 Est. Cost $110.70 Unrealized
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.2%
Value ($000) $461 Shares 18,990 Est. Cost $24.84 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $458 Shares 2,850 Est. Cost $98.32 Unrealized
RVTY PERKINELMER INC COM 0.2%
Value ($000) $456 Shares 3,176 Est. Cost $131.57 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $430 Shares 3,638 Est. Cost $111.86 Unrealized
NUVEEN MUN VALUE FD INC COM 0.2%
Value ($000) $416 Shares 37,490 Est. Cost $10.05 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $396 Shares 2,806 Est. Cost $101.29 Unrealized
DT DYNATRACE INC COM NEW 0.2%
Value ($000) $386 Shares 8,916 Est. Cost $40.53 Unrealized -2.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $370 Shares 4,290 Est. Cost $86.49 Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $352 Shares 440 Est. Cost $47.29 Unrealized +59.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $348 Shares 1 Est. Cost $284799.47 Unrealized +16.1%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $346 Shares 2,460 Est. Cost $99.60 Unrealized +19.9%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $340 Shares 1,981 Est. Cost $126.02 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $338 Shares 1,734 Est. Cost $193.27 Unrealized
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $322 Shares 3,729 Est. Cost $71.36 Unrealized 0.0%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.1%
Value ($000) $292 Shares 20,765 Est. Cost $13.39 Unrealized
T AT&T INC COM 0.1%
Value ($000) $281 Shares 9,757 Est. Cost $16.60 Unrealized -7.3%
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $281 Shares 1,600 Est. Cost $122.12 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $274 Shares 959 Est. Cost $225.27 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $272 Shares 1,722 Est. Cost $162.79 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.1%
Value ($000) $257 Shares 1,978 Est. Cost $105.18 Unrealized +5.2%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $253 Shares 2,030 Est. Cost $124.63 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $250 Shares 143 Est. Cost $61.90 Unrealized +35.3%
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $235 Shares 4,516 Est. Cost $48.08 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $230 Shares 5,466 Est. Cost $30.15 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $190 Shares 1,795 Est. Cost $92.55 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.1%
Value ($000) $165 Shares 4,890 Est. Cost $33.74 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $164 Shares 1,080 Est. Cost $114.35 Unrealized 0.0%
MMM 3M CO COM 0.1%
Value ($000) $163 Shares 931 Est. Cost $107.51 Unrealized +9.3%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $162 Shares 2,880 Est. Cost $47.28 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $142 Shares 3,476 Est. Cost $35.42 Unrealized 0.0%
COLD AMERICOLD RLTY TR COM 0.1%
Value ($000) $139 Shares 3,710 Est. Cost $32.88 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $129 Shares 573 Est. Cost $188.53 Unrealized +5.9%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $126 Shares 1,239 Est. Cost $100.44 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $120 Shares 2,197 Est. Cost $43.55 Unrealized +1.7%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $116 Shares 1,200 Est. Cost $75.48 Unrealized +17.6%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $112 Shares 705 Est. Cost $114.89 Unrealized +11.2%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $112 Shares 615 Est. Cost $117.54 Unrealized +31.0%
DOV DOVER CORP COM 0.0%
Value ($000) $110 Shares 870 Est. Cost $111.11 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $106 Shares 1,250 Est. Cost $87.92 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $106 Shares 2,806 Est. Cost $17.13 Unrealized +97.4%
PPL PPL CORP COM 0.0%
Value ($000) $103 Shares 3,600 Est. Cost $24.13 Unrealized -4.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $101 Shares 2,050 Est. Cost $49.76 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $101 Shares 632 Est. Cost $81.98 Unrealized +80.6%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $101 Shares 715 Est. Cost $16.36 Unrealized +57.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $99 Shares 1,613 Est. Cost $48.46 Unrealized +2.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $96 Shares 1,557 Est. Cost $48.53 Unrealized +3.1%
CGNX COGNEX CORP COM 0.0%
Value ($000) $92 Shares 1,150 Est. Cost $47.12 Unrealized +46.6%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $91 Shares 942 Est. Cost $97.09 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $87 Shares 450 Est. Cost $108.30 Unrealized +49.6%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $81 Shares 1,590 Est. Cost $50.94 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $80 Shares 214 Est. Cost $252.51 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $78 Shares 1,746 Est. Cost $31.31 Unrealized +12.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $77 Shares 170 Est. Cost $25.56 Unrealized +18.1%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $76 Shares 1,643 Est. Cost $46.26 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $75 Shares 586 Est. Cost $22.41 Unrealized +30.0%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $74 Shares 3,450 Est. Cost $20.29 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $72 Shares 212 Est. Cost $209.24 Unrealized +113.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $71 Shares 805 Est. Cost $88.20 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $68 Shares 261 Est. Cost $190.27 Unrealized +32.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $66 Shares 150 Est. Cost $33.63 Unrealized +3.5%
BLACKROCK INC COM 0.0%
Value ($000) $66 Shares 91 Est. Cost $725.27 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $65 Shares 185 Est. Cost $351.35 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $64 Shares 1,854 Est. Cost $34.52 Unrealized
TRUP TRUPANION INC COM 0.0%
Value ($000) $63 Shares 525 Est. Cost $31.28 Unrealized +202.0%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $63 Shares 2,140 Est. Cost $21.94 Unrealized +0.8%
O REALTY INCOME CORP COM 0.0%
Value ($000) $61 Shares 975 Est. Cost $49.47 Unrealized -7.8%
ADSK AUTODESK INC COM 0.0%
Value ($000) $61 Shares 200 Est. Cost $183.53 Unrealized +43.6%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $61 Shares 2,400 Est. Cost $17.35 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $61 Shares 560 Est. Cost $108.93 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $60 Shares 3,425 Est. Cost $12.44 Unrealized 0.0%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $57 Shares 15,000 Est. Cost $3.67 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $57 Shares 380 Est. Cost $157.71 Unrealized -17.2%
FISV FISERV INC COM 0.0%
Value ($000) $57 Shares 500 Est. Cost $107.76 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $54 Shares 800 Est. Cost $51.21 Unrealized +15.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $52 Shares 2,775 Est. Cost $13.33 Unrealized 0.0%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $52 Shares 595 Est. Cost $61.47 Unrealized +35.6%
AMERICA MOVIL SAB DE CV SPON ADR L SHS 0.0%
Value ($000) $52 Shares 3,600 Est. Cost $17.22 Unrealized
RTH VANECK VECTORS RETAIL ETF 0.0%
Value ($000) $51 Shares 325 Est. Cost $92.31 Unrealized
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $51 Shares 400 Est. Cost $56.85 Unrealized -4.2%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $51 Shares 500 Est. Cost $28.27 Unrealized +64.5%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $51 Shares 700 Est. Cost $63.29 Unrealized +9.3%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $49 Shares 650 Est. Cost $62.53 Unrealized +1.4%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $49 Shares 236 Est. Cost $177.44 Unrealized +1.1%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $48 Shares 2,500 Est. Cost $16.80 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $48 Shares 280 Est. Cost $171.43 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $48 Shares 190 Est. Cost $199.57 Unrealized +7.5%
EQIX EQUINIX INC COM 0.0%
Value ($000) $48 Shares 66 Est. Cost $569.74 Unrealized +18.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $48 Shares 1,600 Est. Cost $24.66 Unrealized -9.8%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $47 Shares 2,100 Est. Cost $19.69 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $47 Shares 210 Est. Cost $223.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $45 Shares 356 Est. Cost $98.28 Unrealized -5.0%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $44 Shares 890 Est. Cost $35.15 Unrealized
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $44 Shares 2,510 Est. Cost $17.13 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $42 Shares 387 Est. Cost $92.22 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $42 Shares 113 Est. Cost $87.88 Unrealized +1.6%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $39 Shares 324 Est. Cost $104.04 Unrealized
AONE/U ONE UNIT 0.0%
Value ($000) $39 Shares 3,450 Est. Cost $11.01 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $36 Shares 2,118 Est. Cost $14.16 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $36 Shares 107 Est. Cost $132.83 Unrealized +135.2%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $36 Shares 1,100 Est. Cost $32.73 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $35 Shares 365 Est. Cost $90.25 Unrealized +0.9%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $34 Shares 470 Est. Cost $72.34 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $69.58 Unrealized -13.3%
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.0%
Value ($000) $32 Shares 2,120 Est. Cost $12.74 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $32 Shares 1,096 Est. Cost $24.16 Unrealized
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $31 Shares 1,654 Est. Cost $16.33 Unrealized -20.1%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $31 Shares 446 Est. Cost $72.26 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $29 Shares 142 Est. Cost $204.23 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 560 Est. Cost $33.74 Unrealized +32.8%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $28 Shares 1,963 Est. Cost $12.74 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $27 Shares 272 Est. Cost $79.55 Unrealized +9.9%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $27 Shares 1,140 Est. Cost $12.59 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $27 Shares 645 Est. Cost $41.86 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $27 Shares 179 Est. Cost $119.08 Unrealized -10.6%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $25 Shares 278 Est. Cost $75.54 Unrealized
UNILEVER PLC SHS 0.0%
Value ($000) $24 Shares 400 Est. Cost $62.50 Unrealized
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $24 Shares 1,950 Est. Cost $12.58 Unrealized -29.5%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $23 Shares 150 Est. Cost $110.85 Unrealized +16.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $21 Shares 225 Est. Cost $79.48 Unrealized +3.3%
PINS PINTEREST INC CL A 0.0%
Value ($000) $21 Shares 310 Est. Cost $45.61 Unrealized +31.5%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $20 Shares 12 Est. Cost $1410.19 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $72.55 Unrealized +22.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $19 Shares 54 Est. Cost $261.45 Unrealized +22.0%
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.0%
Value ($000) $18 Shares 170 Est. Cost $105.88 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $18 Shares 76 Est. Cost $210.53 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $18 Shares 331 Est. Cost $37.13 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $18 Shares 66 Est. Cost $232.04 Unrealized +11.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $35.05 Unrealized -23.8%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $16 Shares 276 Est. Cost $37.54 Unrealized +33.6%
WELL WELLTOWER INC COM 0.0%
Value ($000) $16 Shares 245 Est. Cost $63.99 Unrealized -17.3%
FS KKR CAP CORP II COM 0.0%
Value ($000) $16 Shares 966 Est. Cost $12.42 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $16 Shares 75 Est. Cost $148.15 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $16 Shares 227 Est. Cost $35.24 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $16 Shares 123 Est. Cost $117.85 Unrealized -6.5%
INDS PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF 0.0%
Value ($000) $16 Shares 444 Est. Cost $33.68 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $16 Shares 903 Est. Cost $23.00 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $15 Shares 256 Est. Cost $58.59 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $15 Shares 310 Est. Cost $48.82 Unrealized -20.9%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $14 Shares 128 Est. Cost $101.56 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $14 Shares 150 Est. Cost $77.17 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 254 Est. Cost $42.64 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $13 Shares 57 Est. Cost $153.99 Unrealized +45.9%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $13 Shares 350 Est. Cost $37.14 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $13 Shares 320 Est. Cost $40.63 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $12 Shares 44 Est. Cost $129.86 Unrealized +72.2%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $55.82 Unrealized -45.6%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $12 Shares 1,098 Est. Cost $8.95 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $12 Shares 145 Est. Cost $80.76 Unrealized -19.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $11 Shares 171 Est. Cost $55.11 Unrealized +0.2%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $11 Shares 66 Est. Cost $81.55 Unrealized +65.0%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $11 Shares 676 Est. Cost $18.93 Unrealized -23.5%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 5 Est. Cost $1497.60 Unrealized +26.8%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $11 Shares 156 Est. Cost $39.43 Unrealized +23.8%
QTS RLTY TR INC COM CL A 0.0%
Value ($000) $10 Shares 168 Est. Cost $59.52 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $10 Shares 275 Est. Cost $31.20 Unrealized +15.5%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $10 Shares 117 Est. Cost $69.48 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $10 Shares 218 Est. Cost $41.28 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.0%
Value ($000) $9 Shares 165 Est. Cost $54.55 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $9 Shares 44 Est. Cost $181.82 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $9 Shares 125 Est. Cost $58.81 Unrealized
IAC INTERACTIVECORP NEW COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $120.00 Unrealized
SNSR GLOBAL X INTERNET OF THINGS THEMATIC ETF 0.0%
Value ($000) $8 Shares 264 Est. Cost $15.15 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $158.54 Unrealized +23.8%
ITT ITT INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $50.19 Unrealized +39.2%
ZROZ PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $8 Shares 49 Est. Cost $163.27 Unrealized
UYG PROSHARES ULTRA FINANCIALS 0.0%
Value ($000) $8 Shares 180 Est. Cost $70.37 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $7 Shares 95 Est. Cost $44.47 Unrealized +54.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $7 Shares 121 Est. Cost $55.51 Unrealized -23.7%
GRUBHUB INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $40.00 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.00 Unrealized
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $21.43 Unrealized +17.9%
PD PAGERDUTY INC COM 0.0%
Value ($000) $7 Shares 161 Est. Cost $26.10 Unrealized +30.6%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $7 Shares 170 Est. Cost $29.99 Unrealized +34.9%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $25.37 Unrealized +380.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $86.27 Unrealized +61.5%
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $6 Shares 413 Est. Cost $14.56 Unrealized -19.0%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $6 Shares 32 Est. Cost $156.25 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $398.27 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $112.94 Unrealized +60.3%
RACE FERRARI N V COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $111.18 Unrealized +83.5%
FLWS FLWS/1-800 FLOWERS CL A 0.0%
Value ($000) $6 Shares 200 Est. Cost $24.31 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $127.66 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $6 Shares 75 Est. Cost $58.25 Unrealized +20.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $161.42 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $49.35 Unrealized 0.0%
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $21.69 Unrealized +97.3%
CHWY CHEWY INC CL A 0.0%
Value ($000) $5 Shares 60 Est. Cost $25.58 Unrealized +185.1%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $189.56 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $68.83 Unrealized +5.5%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $28.72 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $185.78 Unrealized +23.5%
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
HINES GLOBAL REIT INC COM 0.0%
Value ($000) $5 Shares 2,489 Est. Cost $6.03 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $121.55 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $5 Shares 49 Est. Cost $86.62 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $5 Shares 15 Est. Cost $114.37 Unrealized +129.4%
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS 0.0%
Value ($000) $5 Shares 136 Est. Cost $7.35 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $5 Shares 210 Est. Cost $22.00 Unrealized
PDD PINDUODUO INC SPONSORED ADS 0.0%
Value ($000) $5 Shares 27 Est. Cost $74.07 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.50 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $64.08 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 +53.0%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.84 Unrealized +22.5%
GLW CORNING INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $22.10 Unrealized +39.7%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $4 Shares 59 Est. Cost $21.15 Unrealized +51.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $256.96 Unrealized +11.4%
MIRATI THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $100.00 Unrealized
TWITTER INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $20.00 Unrealized
VBI VACCINES INC CDA COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
BIONANO GENOMICS INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
MELLON BK NA EMPLOYEE BENEFIT CIF CLS I 0.0%
Value ($000) $3 Shares 2,580 Est. Cost $1.03 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $3 Shares 67 Est. Cost $44.78 Unrealized
PIEDMONT LITHIUM LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $311.05 Unrealized 0.0%
SICPQ SILVERGATE CAP CORP CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $32.96 Unrealized 0.0%
ADYEY ADYEN N V UNSPONSRED ADS 0.0%
Value ($000) $3 Shares 56 Est. Cost $53.57 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $120.93 Unrealized 0.0%
CRNC CERENCE INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $74.56 Unrealized 0.0%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $3 Shares 31 Est. Cost $79.85 Unrealized 0.0%
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $3 Shares 366 Est. Cost $2.07 Unrealized +141.2%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $344.57 Unrealized -7.5%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $39.15 Unrealized
LUMINAR TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $61.78 Unrealized +2.2%
CIMAREX ENERGY CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $20.00 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $139.59 Unrealized +53.7%
FOLEY TRASIMENE ACQUISITION COM CL A 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
COUPA SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $61.89 Unrealized
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $2 Shares 52 Est. Cost $40.32 Unrealized 0.0%
NOVABAY PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $2 Shares 2,997 Est. Cost $3.99 Unrealized
USA TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.00 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.89 Unrealized 0.0%
MC MOELIS & CO CL A 0.0%
Value ($000) $2 Shares 35 Est. Cost $21.84 Unrealized +29.5%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.59 Unrealized -9.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $68.95 Unrealized -15.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
SONY SONY CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.16 Unrealized -16.2%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.29 Unrealized -33.2%
QTRX QUANTERIX CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.20 Unrealized +35.5%
PERSHING SQUARE TONTINE HLDGS COM CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
GEVO GEVO INC COM PAR 0.0%
Value ($000) $1 Shares 275 Est. Cost $1.67 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $39.81 Unrealized -42.1%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $9.47 Unrealized +6.9%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $23.51 Unrealized
TREE LENDINGTREE INC NEW COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
LWLG LIGHTWAVE LOGIC INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.68 Unrealized +13.4%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.04 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.48 Unrealized +26.5%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.34 Unrealized -6.7%
MECKLERMEDIA CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
DOMARK INTERNATIONAL INC COM NEW 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
OPUS OPUS MAGNUM AMERIS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.00 Unrealized +69009.4%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.46 Unrealized +12.8%
VNTH NANO MOBILE HEALTHCARE INC COM NEW 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized -5.4%
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 -25.5%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.07 Unrealized +26.8%
TRANSENTERIX INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
TERRA INVENTIONS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.17 Unrealized -4.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.43 Unrealized 0.0%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.59 Unrealized +28.8%
GLOBAL MARINE LTD COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.88 Unrealized +13.5%
GERN GERON CORP COM 0.0%
Value ($000) $0 Shares 165 Est. Cost $1.22 Unrealized +48.8%
FUELCELL ENERGY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.16 Unrealized 0.0%
CHOOF CHOOM HLDGS INC COM 0.0%
Value ($000) $0 Shares 725 Est. Cost $0.08 Unrealized -27.7%
CHIQ GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CIRCA PICS & PRDTN CO INTL INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
FITBIT INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.90 Unrealized -62.3%
QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
IPMG INTERNATIONAL PRECIOUS MINERAL COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.00 Unrealized +146.5%