NVWM, LLC Diversified Active

CIK: 0001697274 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 15, 2022

Total Value ($000): $251,974 (100.0% shares, 0.0% debt)

Holdings (466)

USFR WISDOMTREE FLOATING RATE TREASURY FUND 4.5%
Value ($000) $11,407 Shares 226,869 Est. Cost $50.28 Unrealized
AAPL APPLE INC COM 4.2%
Value ($000) $10,572 Shares 76,478 Est. Cost $104.09 Unrealized +48.2%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $9,365 Shares 40,207 Est. Cost $98.19 Unrealized +161.6%
VUSB VANGUARD ULTRA-SHORT BOND ETF 3.2%
Value ($000) $8,092 Shares 165,305 Est. Cost $49.76 Unrealized
AMZN AMAZON COM INC COM 3.0%
Value ($000) $7,629 Shares 67,514 Est. Cost $122.85 Unrealized +2.9%
GOOGL ALPHABET INC CAP STK CL A 2.6%
Value ($000) $6,592 Shares 68,915 Est. Cost $108.19 Unrealized +1.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.7%
Value ($000) $4,197 Shares 83,682 Est. Cost $50.34 Unrealized
GLD SPDR GOLD SHARES 1.4%
Value ($000) $3,630 Shares 23,467 Est. Cost $173.24 Unrealized
DJP IPATH BLOOMBERG CMDTY TR ETN 1.3%
Value ($000) $3,192 Shares 96,988 Est. Cost $28.63 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value ($000) $3,140 Shares 6,217 Est. Cost $341.08 Unrealized +45.2%
ABBV ABBVIE INC COM 1.1%
Value ($000) $2,778 Shares 20,697 Est. Cost $85.78 Unrealized +48.2%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 1.1%
Value ($000) $2,757 Shares 87,045 Est. Cost $35.10 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1.1%
Value ($000) $2,736 Shares 33,695 Est. Cost $84.27 Unrealized
V VISA INC COM CL A 1.0%
Value ($000) $2,592 Shares 14,585 Est. Cost $143.14 Unrealized +38.6%
SON SONOCO PRODS CO COM 1.0%
Value ($000) $2,565 Shares 45,207 Est. Cost $38.87 Unrealized +38.5%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $2,404 Shares 22,999 Est. Cost $93.12 Unrealized +13.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value ($000) $2,338 Shares 13,025 Est. Cost $231.74 Unrealized
ZTS ZOETIS INC CL A 0.9%
Value ($000) $2,338 Shares 15,765 Est. Cost $87.05 Unrealized +85.5%
IAU ISHARES GOLD TRUST 0.9%
Value ($000) $2,255 Shares 71,501 Est. Cost $34.47 Unrealized
CL COLGATE PALMOLIVE CO COM 0.9%
Value ($000) $2,239 Shares 31,878 Est. Cost $72.31 Unrealized +0.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.9%
Value ($000) $2,221 Shares 4,380 Est. Cost $346.62 Unrealized +59.9%
EOG EOG RES INC COM 0.9%
Value ($000) $2,212 Shares 19,801 Est. Cost $81.42 Unrealized +19.9%
LLY LILLY ELI & CO COM 0.9%
Value ($000) $2,181 Shares 6,744 Est. Cost $198.65 Unrealized +55.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $2,171 Shares 17,056 Est. Cost $135.27 Unrealized
HD HOME DEPOT INC COM 0.9%
Value ($000) $2,163 Shares 7,836 Est. Cost $180.07 Unrealized +50.3%
TSLA TESLA INC COM 0.8%
Value ($000) $2,111 Shares 7,958 Est. Cost $260.96 Unrealized +7.0%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $2,100 Shares 22,271 Est. Cost $123.28 Unrealized -15.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.8%
Value ($000) $2,056 Shares 23,578 Est. Cost $97.62 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $2,049 Shares 40,759 Est. Cost $50.56 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.8%
Value ($000) $2,044 Shares 35,344 Est. Cost $61.10 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.8%
Value ($000) $2,040 Shares 32,831 Est. Cost $70.15 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.8%
Value ($000) $1,990 Shares 33,088 Est. Cost $21.65 Unrealized +144.5%
SPDN DIREXION DAILY S&P 500 BEAR 1X SHARES 0.8%
Value ($000) $1,957 Shares 109,441 Est. Cost $15.45 Unrealized
UNP UNION PAC CORP COM 0.8%
Value ($000) $1,945 Shares 9,984 Est. Cost $150.36 Unrealized +35.8%
DHR DANAHER CORPORATION COM 0.8%
Value ($000) $1,903 Shares 7,366 Est. Cost $107.35 Unrealized +124.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $1,896 Shares 7,104 Est. Cost $242.54 Unrealized +17.3%
SPY SPDR S&P 500 ETF TRUST 0.7%
Value ($000) $1,852 Shares 5,185 Est. Cost $317.20 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value ($000) $1,824 Shares 7,089 Est. Cost $196.15 Unrealized +40.1%
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,773 Shares 18,330 Est. Cost $85.57 Unrealized +16.9%
META META PLATFORMS INC CL A 0.6%
Value ($000) $1,629 Shares 11,997 Est. Cost $213.33 Unrealized -24.6%
DE DEERE & CO COM 0.6%
Value ($000) $1,605 Shares 4,808 Est. Cost $340.14 Unrealized -4.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.6%
Value ($000) $1,604 Shares 16,712 Est. Cost $95.98 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value ($000) $1,586 Shares 25,031 Est. Cost $68.42 Unrealized +24.4%
SLB SCHLUMBERGER LTD COM STK 0.6%
Value ($000) $1,554 Shares 43,287 Est. Cost $27.35 Unrealized +22.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,552 Shares 12,812 Est. Cost $102.66 Unrealized
AXP AMERICAN EXPRESS CO COM 0.6%
Value ($000) $1,526 Shares 11,311 Est. Cost $112.97 Unrealized +28.3%
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $1,524 Shares 19,436 Est. Cost $63.62 Unrealized +21.2%
TGT TARGET CORP COM 0.6%
Value ($000) $1,520 Shares 10,246 Est. Cost $109.39 Unrealized +30.7%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,499 Shares 9,181 Est. Cost $118.40 Unrealized +30.4%
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $1,483 Shares 18,091 Est. Cost $54.72 Unrealized +70.9%
CRM SALESFORCE INC COM 0.6%
Value ($000) $1,468 Shares 10,205 Est. Cost $164.23 Unrealized +2.0%
WMT WALMART INC COM 0.6%
Value ($000) $1,467 Shares 11,309 Est. Cost $30.85 Unrealized +36.1%
XBI SPDR S&P BIOTECH ETF 0.6%
Value ($000) $1,466 Shares 18,489 Est. Cost $88.25 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.6%
Value ($000) $1,463 Shares 29,258 Est. Cost $50.36 Unrealized
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $1,450 Shares 3,070 Est. Cost $237.09 Unrealized +110.1%
MS MORGAN STANLEY COM NEW 0.6%
Value ($000) $1,412 Shares 17,875 Est. Cost $75.21 Unrealized +0.0%
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $1,389 Shares 8,670 Est. Cost $85.37 Unrealized +83.3%
NFLX NETFLIX INC COM 0.5%
Value ($000) $1,360 Shares 5,776 Est. Cost $40.07 Unrealized -44.6%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,323 Shares 5,731 Est. Cost $164.47 Unrealized +43.7%
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $1,295 Shares 42,881 Est. Cost $32.17 Unrealized -4.9%
MELI MERCADOLIBRE INC COM 0.5%
Value ($000) $1,260 Shares 1,522 Est. Cost $1377.32 Unrealized -37.6%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.5%
Value ($000) $1,251 Shares 4,545 Est. Cost $249.11 Unrealized +51.9%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $1,241 Shares 14,732 Est. Cost $72.58 Unrealized +8.0%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $1,235 Shares 10,170 Est. Cost $15.14 Unrealized +4.2%
IBB ISHARES BIOTECHNOLOGY ETF 0.5%
Value ($000) $1,221 Shares 10,436 Est. Cost $119.46 Unrealized
ELV ELEVANCE HEALTH INC COM 0.5%
Value ($000) $1,205 Shares 2,652 Est. Cost $452.45 Unrealized +0.6%
VRSK VERISK ANALYTICS INC COM 0.5%
Value ($000) $1,187 Shares 6,957 Est. Cost $188.07 Unrealized -2.8%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,174 Shares 4,129 Est. Cost $234.39 Unrealized +38.7%
LNG CHENIERE ENERGY INC COM NEW 0.5%
Value ($000) $1,144 Shares 6,893 Est. Cost $128.21 Unrealized +18.3%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,126 Shares 8,922 Est. Cost $117.63 Unrealized +11.0%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,116 Shares 6,831 Est. Cost $117.45 Unrealized +30.2%
KR KROGER CO COM 0.4%
Value ($000) $1,108 Shares 25,345 Est. Cost $44.08 Unrealized 0.0%
F FORD MTR CO DEL COM 0.4%
Value ($000) $1,093 Shares 97,597 Est. Cost $8.62 Unrealized +26.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.4%
Value ($000) $1,087 Shares 18,457 Est. Cost $59.37 Unrealized
AMLP ALERIAN MLP ETF 0.4%
Value ($000) $1,086 Shares 29,695 Est. Cost $36.02 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.4%
Value ($000) $1,071 Shares 46,468 Est. Cost $27.24 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,065 Shares 26,612 Est. Cost $48.69 Unrealized -17.7%
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $1,057 Shares 3,607 Est. Cost $294.23 Unrealized +1.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $1,054 Shares 23,025 Est. Cost $62.13 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,053 Shares 34,692 Est. Cost $30.64 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.4%
Value ($000) $1,032 Shares 14,174 Est. Cost $62.97 Unrealized +13.8%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $1,019 Shares 25,322 Est. Cost $33.14 Unrealized +18.8%
GM GENERAL MTRS CO COM 0.4%
Value ($000) $1,016 Shares 31,660 Est. Cost $46.46 Unrealized -23.7%
MP MP MATERIALS CORP COM CL A 0.4%
Value ($000) $990 Shares 36,255 Est. Cost $34.72 Unrealized -5.9%
INDA ISHARES MSCI INDIA ETF 0.4%
Value ($000) $983 Shares 24,121 Est. Cost $48.48 Unrealized
TJX TJX COS INC NEW COM 0.4%
Value ($000) $951 Shares 15,302 Est. Cost $51.63 Unrealized +16.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.4%
Value ($000) $927 Shares 9,970 Est. Cost $71.34 Unrealized +31.8%
ON ON SEMICONDUCTOR CORP COM 0.4%
Value ($000) $914 Shares 14,663 Est. Cost $60.97 Unrealized +5.6%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $908 Shares 10,547 Est. Cost $87.94 Unrealized +0.6%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $893 Shares 11,053 Est. Cost $85.12 Unrealized -5.1%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $883 Shares 21,896 Est. Cost $40.78 Unrealized -3.8%
IT GARTNER INC COM 0.3%
Value ($000) $841 Shares 3,040 Est. Cost $320.81 Unrealized -12.6%
PFE PFIZER INC COM 0.3%
Value ($000) $832 Shares 18,992 Est. Cost $40.95 Unrealized -1.3%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $817 Shares 4,992 Est. Cost $87.22 Unrealized -0.7%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $815 Shares 7,962 Est. Cost $87.68 Unrealized +0.6%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $806 Shares 27,480 Est. Cost $33.85 Unrealized -0.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $792 Shares 4,808 Est. Cost $119.48 Unrealized +53.1%
MGK VANGUARD MEGA CAP GROWTH ETF 0.3%
Value ($000) $790 Shares 4,527 Est. Cost $257.81 Unrealized
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $784 Shares 2,565 Est. Cost $176.91 Unrealized +91.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $783 Shares 8,585 Est. Cost $110.46 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $781 Shares 4,839 Est. Cost $89.02 Unrealized +80.3%
LULU LULULEMON ATHLETICA INC COM 0.3%
Value ($000) $780 Shares 2,788 Est. Cost $334.97 Unrealized -7.4%
SHV ISHARES SHORT TREASURY BOND ETF 0.3%
Value ($000) $778 Shares 7,077 Est. Cost $109.93 Unrealized
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.3%
Value ($000) $778 Shares 25,799 Est. Cost $26.29 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $766 Shares 9,182 Est. Cost $86.59 Unrealized +17.3%
MPC MARATHON PETE CORP COM 0.3%
Value ($000) $765 Shares 7,696 Est. Cost $65.35 Unrealized +33.0%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $757 Shares 9,381 Est. Cost $75.39 Unrealized 0.0%
NVCR NOVOCURE LTD ORD SHS 0.3%
Value ($000) $755 Shares 9,927 Est. Cost $30.79 Unrealized +153.4%
CCJ CAMECO CORP COM 0.3%
Value ($000) $744 Shares 28,065 Est. Cost $24.98 Unrealized +1.4%
HUM HUMANA INC COM 0.3%
Value ($000) $743 Shares 1,531 Est. Cost $464.03 Unrealized +1.1%
VNM VANECK VIETNAM ETF 0.3%
Value ($000) $741 Shares 55,713 Est. Cost $15.39 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.3%
Value ($000) $738 Shares 12,010 Est. Cost $60.69 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $734 Shares 4,393 Est. Cost $126.34 Unrealized +28.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $731 Shares 6,156 Est. Cost $96.40 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $729 Shares 1,641 Est. Cost $46.91 Unrealized +2.5%
CDNS CADENCE DESIGN SYSTEM INC COM 0.3%
Value ($000) $725 Shares 4,438 Est. Cost $124.12 Unrealized +38.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $714 Shares 10,034 Est. Cost $64.80 Unrealized -3.9%
INTU INTUIT COM 0.3%
Value ($000) $703 Shares 1,817 Est. Cost $393.61 Unrealized +7.4%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $689 Shares 25,965 Est. Cost $35.47 Unrealized -22.1%
APA APA CORPORATION COM 0.3%
Value ($000) $679 Shares 19,864 Est. Cost $30.86 Unrealized +3.1%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $672 Shares 5,953 Est. Cost $88.46 Unrealized +43.6%
MRK MERCK & CO INC COM 0.3%
Value ($000) $660 Shares 7,656 Est. Cost $77.62 Unrealized +3.6%
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $660 Shares 4,450 Est. Cost $109.43 Unrealized +43.4%
LAM RESEARCH CORP COM 0.3%
Value ($000) $655 Shares 1,782 Est. Cost $379.41 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $637 Shares 14,381 Est. Cost $58.21 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.3%
Value ($000) $637 Shares 14,855 Est. Cost $47.96 Unrealized +1.8%
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $631 Shares 1,938 Est. Cost $248.08 Unrealized +48.1%
SHEL SHELL PLC SPON ADS 0.2%
Value ($000) $628 Shares 12,623 Est. Cost $52.30 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $603 Shares 10,679 Est. Cost $53.58 Unrealized +4.6%
NOW SERVICENOW INC COM 0.2%
Value ($000) $603 Shares 1,596 Est. Cost $38.25 Unrealized +135.5%
ROK ROCKWELL AUTOMATION INC COM 0.2%
Value ($000) $590 Shares 2,742 Est. Cost $230.73 Unrealized -4.7%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $582 Shares 3,132 Est. Cost $28.14 Unrealized +30.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $581 Shares 4,242 Est. Cost $150.55 Unrealized
ENPH ENPHASE ENERGY INC COM 0.2%
Value ($000) $558 Shares 2,012 Est. Cost $269.72 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $547 Shares 6,619 Est. Cost $71.54 Unrealized +34.5%
IQV IQVIA HLDGS INC COM 0.2%
Value ($000) $543 Shares 2,997 Est. Cost $253.56 Unrealized -13.6%
INMD INMODE LTD SHS 0.2%
Value ($000) $510 Shares 17,532 Est. Cost $47.94 Unrealized -35.3%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $496 Shares 1,055 Est. Cost $388.61 Unrealized +16.0%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $483 Shares 1,250 Est. Cost $380.14 Unrealized +0.2%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $472 Shares 1,178 Est. Cost $402.75 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $469 Shares 8,336 Est. Cost $38.91 Unrealized +47.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $462 Shares 3,420 Est. Cost $110.67 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.2%
Value ($000) $456 Shares 1,739 Est. Cost $496.10 Unrealized -37.6%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $450 Shares 5,498 Est. Cost $83.84 Unrealized 0.0%
T AT&T INC COM 0.2%
Value ($000) $448 Shares 29,150 Est. Cost $15.33 Unrealized -1.6%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.2%
Value ($000) $439 Shares 1,897 Est. Cost $203.03 Unrealized +45.3%
SNOW SNOWFLAKE INC CL A 0.2%
Value ($000) $430 Shares 2,528 Est. Cost $165.57 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $427 Shares 2,585 Est. Cost $216.74 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $419 Shares 1,677 Est. Cost $278.68 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $417 Shares 3,972 Est. Cost $123.51 Unrealized -17.6%
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.2%
Value ($000) $411 Shares 4,546 Est. Cost $90.41 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $408 Shares 5,996 Est. Cost $75.31 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $406 Shares 1 Est. Cost $284799.47 Unrealized +50.3%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.2%
Value ($000) $396 Shares 17,917 Est. Cost $32.18 Unrealized
TMUS T-MOBILE US INC COM 0.2%
Value ($000) $393 Shares 2,929 Est. Cost $135.67 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $388 Shares 934 Est. Cost $444.98 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $382 Shares 2,680 Est. Cost $111.55 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $379 Shares 2,048 Est. Cost $155.28 Unrealized
MCO MOODYS CORP COM 0.1%
Value ($000) $374 Shares 1,535 Est. Cost $366.97 Unrealized -23.1%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $373 Shares 3,880 Est. Cost $109.33 Unrealized +1.4%
BX BLACKSTONE INC COM 0.1%
Value ($000) $370 Shares 4,429 Est. Cost $87.28 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC COM 0.1%
Value ($000) $369 Shares 2,005 Est. Cost $212.68 Unrealized -16.2%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $362 Shares 1,198 Est. Cost $368.60 Unrealized -9.2%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value ($000) $344 Shares 3,479 Est. Cost $101.54 Unrealized
GSK GSK PLC SPONSORED ADR 0.1%
Value ($000) $341 Shares 11,457 Est. Cost $29.76 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $326 Shares 1,219 Est. Cost $334.88 Unrealized
DDOG DATADOG INC CL A COM 0.1%
Value ($000) $322 Shares 3,622 Est. Cost $100.71 Unrealized 0.0%
CUBE CUBESMART COM 0.1%
Value ($000) $322 Shares 8,030 Est. Cost $42.66 Unrealized
NUVEEN MUN VALUE FD INC COM 0.1%
Value ($000) $318 Shares 37,490 Est. Cost $10.05 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $309 Shares 7,767 Est. Cost $34.21 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $289 Shares 1,369 Est. Cost $236.71 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $289 Shares 3,629 Est. Cost $106.43 Unrealized
GLNG GOLAR LNG LTD SHS 0.1%
Value ($000) $271 Shares 10,864 Est. Cost $21.71 Unrealized +4.3%
IDA IDACORP INC COM 0.1%
Value ($000) $261 Shares 2,641 Est. Cost $102.75 Unrealized +6.1%
FXY INVESCO CURRENCYSHARES JAPANESE YEN TRUST 0.1%
Value ($000) $249 Shares 3,855 Est. Cost $64.59 Unrealized
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.1%
Value ($000) $238 Shares 20,765 Est. Cost $13.39 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $222 Shares 2,990 Est. Cost $78.76 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $205 Shares 2,000 Est. Cost $102.50 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $200 Shares 1,795 Est. Cost $92.55 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $200 Shares 1,916 Est. Cost $124.90 Unrealized
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $195 Shares 1,964 Est. Cost $99.98 Unrealized +8.5%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $182 Shares 3,543 Est. Cost $58.57 Unrealized
CROX CROCS INC COM 0.1%
Value ($000) $175 Shares 2,546 Est. Cost $90.07 Unrealized -22.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $174 Shares 3,614 Est. Cost $54.25 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $167 Shares 294 Est. Cost $634.40 Unrealized -3.9%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $163 Shares 1,200 Est. Cost $75.48 Unrealized +77.3%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $151 Shares 3,357 Est. Cost $50.11 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $145 Shares 3,825 Est. Cost $36.72 Unrealized -2.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $143 Shares 1,000 Est. Cost $176.92 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $136 Shares 1,267 Est. Cost $108.48 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $135 Shares 1,198 Est. Cost $64.61 Unrealized +73.5%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $132 Shares 2,744 Est. Cost $48.13 Unrealized
NICHOLS TXEN CORP COM 0.1%
Value ($000) $131 Shares 20 Est. Cost $6400.00 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $130 Shares 1,621 Est. Cost $94.17 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $125 Shares 2,222 Est. Cost $188.43 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $122 Shares 173 Est. Cost $29.12 Unrealized +60.1%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $122 Shares 2,169 Est. Cost $73.38 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $121 Shares 3,460 Est. Cost $35.05 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $120 Shares 929 Est. Cost $144.74 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $116 Shares 3,312 Est. Cost $33.74 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $110 Shares 3,075 Est. Cost $45.96 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $106 Shares 1,581 Est. Cost $69.90 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $106 Shares 492 Est. Cost $191.20 Unrealized +19.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $102 Shares 1,495 Est. Cost $50.97 Unrealized +31.4%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $99 Shares 680 Est. Cost $116.60 Unrealized +22.2%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $98 Shares 600 Est. Cost $188.33 Unrealized -8.6%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $96 Shares 2,151 Est. Cost $21.94 Unrealized +102.8%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $96 Shares 2,352 Est. Cost $45.65 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $89 Shares 4,415 Est. Cost $20.16 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $88 Shares 1,064 Est. Cost $93.67 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $85 Shares 701 Est. Cost $141.75 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $83 Shares 2,343 Est. Cost $17.13 Unrealized +119.5%
SRE SEMPRA COM 0.0%
Value ($000) $77 Shares 514 Est. Cost $59.97 Unrealized +20.9%
DOV DOVER CORP COM 0.0%
Value ($000) $77 Shares 662 Est. Cost $121.48 Unrealized +0.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $74 Shares 350 Est. Cost $197.37 Unrealized +6.8%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $73 Shares 5,859 Est. Cost $19.04 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $69 Shares 400 Est. Cost $108.30 Unrealized +76.5%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $67 Shares 3,450 Est. Cost $20.29 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $66 Shares 1,529 Est. Cost $60.45 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $66 Shares 1,024 Est. Cost $54.20 Unrealized +19.7%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $64 Shares 4,312 Est. Cost $18.95 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $64 Shares 520 Est. Cost $132.53 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $62 Shares 275 Est. Cost $247.27 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $61 Shares 326 Est. Cost $100.44 Unrealized +81.6%
AMERICA MOVIL SAB DE CV SPON ADR L SHS 0.0%
Value ($000) $59 Shares 3,600 Est. Cost $17.22 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $58 Shares 297 Est. Cost $249.16 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $56 Shares 745 Est. Cost $93.03 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $55 Shares 150 Est. Cost $351.26 Unrealized +23.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $55 Shares 684 Est. Cost $92.99 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $55 Shares 635 Est. Cost $61.24 Unrealized +42.3%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $54 Shares 700 Est. Cost $63.29 Unrealized +41.4%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $52 Shares 2,400 Est. Cost $17.35 Unrealized +23.3%
PPL PPL CORP COM 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $24.13 Unrealized +5.6%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $50 Shares 425 Est. Cost $33.73 Unrealized +97.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $50 Shares 1,461 Est. Cost $39.40 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $48 Shares 478 Est. Cost $98.77 Unrealized +12.9%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $47 Shares 3,425 Est. Cost $12.44 Unrealized +15.7%
CGNX COGNEX CORP COM 0.0%
Value ($000) $45 Shares 1,075 Est. Cost $48.68 Unrealized -9.3%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $45 Shares 650 Est. Cost $62.53 Unrealized +9.3%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $44 Shares 1,620 Est. Cost $40.49 Unrealized -16.0%
BLACKROCK INC COM 0.0%
Value ($000) $44 Shares 80 Est. Cost $733.61 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $44 Shares 272 Est. Cost $154.15 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $43 Shares 774 Est. Cost $79.06 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $43 Shares 742 Est. Cost $53.16 Unrealized +7.8%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $43 Shares 595 Est. Cost $61.47 Unrealized +34.8%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $43 Shares 285 Est. Cost $182.46 Unrealized
LAKELAND BANCORP INC COM 0.0%
Value ($000) $42 Shares 2,611 Est. Cost $14.55 Unrealized
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $42 Shares 15,000 Est. Cost $3.67 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $41 Shares 2,700 Est. Cost $16.95 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $39 Shares 890 Est. Cost $35.15 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $39 Shares 175 Est. Cost $199.57 Unrealized +17.5%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $39 Shares 1,600 Est. Cost $32.88 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $38 Shares 1,817 Est. Cost $23.85 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $38 Shares 560 Est. Cost $111.86 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $37 Shares 1,600 Est. Cost $24.66 Unrealized -12.4%
AZO AUTOZONE INC COM 0.0%
Value ($000) $36 Shares 17 Est. Cost $1935.03 Unrealized +12.6%
AGNC INVT CORP 6.12 DP SH PFD F 0.0%
Value ($000) $35 Shares 1,815 Est. Cost $23.69 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $34 Shares 225 Est. Cost $205.34 Unrealized -4.7%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $34 Shares 4,262 Est. Cost $9.94 Unrealized -12.4%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $34 Shares 619 Est. Cost $56.62 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $34 Shares 305 Est. Cost $140.21 Unrealized
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $32 Shares 1,719 Est. Cost $16.32 Unrealized +3.7%
EXC EXELON CORP COM 0.0%
Value ($000) $31 Shares 837 Est. Cost $29.30 Unrealized +33.3%
TRUP TRUPANION INC COM 0.0%
Value ($000) $31 Shares 525 Est. Cost $40.19 Unrealized +67.1%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $31 Shares 350 Est. Cost $62.39 Unrealized +30.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $31 Shares 208 Est. Cost $151.71 Unrealized +0.4%
MMM 3M CO COM 0.0%
Value ($000) $30 Shares 275 Est. Cost $107.51 Unrealized -10.3%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $29 Shares 676 Est. Cost $18.93 Unrealized +102.1%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $28 Shares 1,950 Est. Cost $12.58 Unrealized -2.4%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $26 Shares 750 Est. Cost $33.57 Unrealized -5.3%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $26 Shares 359 Est. Cost $94.48 Unrealized -16.8%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $26 Shares 240 Est. Cost $116.80 Unrealized -6.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $25 Shares 75 Est. Cost $333.33 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $25 Shares 2,118 Est. Cost $14.16 Unrealized
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $25 Shares 757 Est. Cost $40.41 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $69.58 Unrealized +16.3%
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $50.00 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $24 Shares 153 Est. Cost $136.44 Unrealized +11.1%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $23 Shares 279 Est. Cost $47.25 Unrealized +51.9%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $23 Shares 472 Est. Cost $48.73 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $23 Shares 2,120 Est. Cost $12.74 Unrealized
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $22 Shares 1,963 Est. Cost $12.74 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $21 Shares 145 Est. Cost $89.95 Unrealized +47.6%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $20 Shares 830 Est. Cost $27.43 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $20 Shares 40 Est. Cost $487.70 Unrealized +4.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $19 Shares 66 Est. Cost $287.72 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $19 Shares 439 Est. Cost $45.57 Unrealized -11.8%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $19 Shares 125 Est. Cost $125.66 Unrealized +13.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $19 Shares 81 Est. Cost $219.52 Unrealized +5.7%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $18 Shares 44 Est. Cost $379.22 Unrealized +8.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $79.48 Unrealized +14.2%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.00 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 137 Est. Cost $125.44 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $17 Shares 123 Est. Cost $117.85 Unrealized +25.4%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $17 Shares 222 Est. Cost $62.05 Unrealized +9.2%
XYL XYLEM INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $72.55 Unrealized +20.3%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $16 Shares 276 Est. Cost $66.69 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $16 Shares 148 Est. Cost $28.63 Unrealized +4.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $16 Shares 917 Est. Cost $11.05 Unrealized +12.8%
WELL WELLTOWER INC COM 0.0%
Value ($000) $16 Shares 245 Est. Cost $63.99 Unrealized +12.3%
WALLBOX NV SHS CL A 0.0%
Value ($000) $16 Shares 1,997 Est. Cost $8.01 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $15 Shares 85 Est. Cost $193.71 Unrealized -6.2%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $15 Shares 329 Est. Cost $56.14 Unrealized -9.2%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $15 Shares 496 Est. Cost $43.00 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $14 Shares 552 Est. Cost $24.16 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $14 Shares 114 Est. Cost $120.01 Unrealized -4.5%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $14 Shares 340 Est. Cost $37.21 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $14 Shares 150 Est. Cost $77.49 Unrealized +13.1%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $14 Shares 333 Est. Cost $57.06 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $14 Shares 421 Est. Cost $47.12 Unrealized -21.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $13 Shares 139 Est. Cost $75.54 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $13 Shares 233 Est. Cost $89.80 Unrealized -28.2%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $13 Shares 438 Est. Cost $28.95 Unrealized +4.0%
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $13 Shares 1,110 Est. Cost $17.13 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $13 Shares 57 Est. Cost $187.82 Unrealized +16.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $12 Shares 54 Est. Cost $153.55 Unrealized +38.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $35.05 Unrealized -5.7%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $12 Shares 209 Est. Cost $64.49 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $12 Shares 64 Est. Cost $400.22 Unrealized -50.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $12 Shares 410 Est. Cost $36.01 Unrealized -14.2%
VTR VENTAS INC COM 0.0%
Value ($000) $12 Shares 310 Est. Cost $48.61 Unrealized -10.5%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $11 Shares 288 Est. Cost $35.87 Unrealized +1.8%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $11 Shares 73 Est. Cost $169.26 Unrealized -10.8%
POAHY PORSCHE AUTOMOBIL HLDG SE UNSPONSORD ADR 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $10.25 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $11 Shares 275 Est. Cost $31.20 Unrealized +28.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $11 Shares 207 Est. Cost $38.35 Unrealized +47.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $11 Shares 240 Est. Cost $52.12 Unrealized -7.9%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $156.30 Unrealized +55.2%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $177.44 Unrealized +49.2%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $10 Shares 83 Est. Cost $85.56 Unrealized +28.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $126.54 Unrealized -15.9%
ORCL ORACLE CORP COM 0.0%
Value ($000) $10 Shares 164 Est. Cost $86.08 Unrealized -18.5%
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $9 Shares 413 Est. Cost $14.56 Unrealized +33.2%
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $9 Shares 300 Est. Cost $82.78 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $9 Shares 35 Est. Cost $308.72 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $9 Shares 221 Est. Cost $48.45 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $9 Shares 633 Est. Cost $17.31 Unrealized -3.9%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $9 Shares 1,100 Est. Cost $13.64 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $9 Shares 13 Est. Cost $614.65 Unrealized +1.8%
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $8 Shares 761 Est. Cost $41.99 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $8 Shares 170 Est. Cost $60.37 Unrealized -10.3%
ETSY ETSY INC COM 0.0%
Value ($000) $8 Shares 78 Est. Cost $208.26 Unrealized -51.0%
INDS PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF 0.0%
Value ($000) $8 Shares 222 Est. Cost $33.68 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $297.73 Unrealized -23.0%
GLOBAL X CLEANTECH ETF 0.0%
Value ($000) $8 Shares 553 Est. Cost $22.01 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $8 Shares 180 Est. Cost $48.13 Unrealized -0.8%
COHR COHERENT CORP COM 0.0%
Value ($000) $8 Shares 240 Est. Cost $47.89 Unrealized 0.0%
NERD ROUNDHILL VIDEO GAMES ETF 0.0%
Value ($000) $7 Shares 491 Est. Cost $22.40 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $101.37 Unrealized +17.5%
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $7 Shares 291 Est. Cost $24.05 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.19 Unrealized +45.3%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $289.49 Unrealized -21.5%
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $7 Shares 185 Est. Cost $56.83 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 103 Est. Cost $54.49 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $6 Shares 250 Est. Cost $15.15 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $6 Shares 33 Est. Cost $280.18 Unrealized -23.3%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $68.73 Unrealized +1.5%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $150.76 Unrealized -44.3%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $6 Shares 41 Est. Cost $133.19 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $6 Shares 58 Est. Cost $68.52 Unrealized +45.0%
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $6 Shares 250 Est. Cost $32.52 Unrealized -27.0%
PACIFIC GAS & ELEC CO PFD 1ST 5.50 0.0%
Value ($000) $6 Shares 300 Est. Cost $26.67 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $5 Shares 96 Est. Cost $100.46 Unrealized -52.2%
WILLF DEMANT A S SHS 0.0%
Value ($000) $5 Shares 200 Est. Cost $56.69 Unrealized -39.0%
RACE FERRARI N V COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $111.18 Unrealized +79.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $5 Shares 91 Est. Cost $63.20 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $5 Shares 25 Est. Cost $233.56 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $286.25 Unrealized -9.5%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $5 Shares 115 Est. Cost $70.74 Unrealized -27.2%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $5 Shares 331 Est. Cost $37.13 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $5 Shares 387 Est. Cost $15.50 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $4 Shares 181 Est. Cost $27.62 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $4 Shares 62 Est. Cost $62.95 Unrealized -31.4%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.71 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $4 Shares 54 Est. Cost $73.39 Unrealized
LWLG LIGHTWAVE LOGIC INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $0.68 Unrealized +1279.7%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $23.53 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $122.54 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $93.75 Unrealized
ISHARES MSCI FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $33.94 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $237.43 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $399.22 Unrealized -9.4%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $3 Shares 18 Est. Cost $222.22 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 281 Est. Cost $18.55 Unrealized -26.7%
ZS ZSCALER INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $86.69 Unrealized +88.7%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $416.96 Unrealized -17.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $2 Shares 22 Est. Cost $132.83 Unrealized -39.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 132 Est. Cost $14.20 Unrealized +4.0%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $131.02 Unrealized -68.6%
TABULA RASA HEALTHCARE INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $12.00 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.61 Unrealized -51.9%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $220.78 Unrealized -71.6%
EAT BRINKER INTL INC COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $37.41 Unrealized -27.8%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $15.74 Unrealized -59.8%
GLW CORNING INC COM 0.0%
Value ($000) $2 Shares 82 Est. Cost $30.75 Unrealized 0.0%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 65 Est. Cost $26.77 Unrealized -4.2%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $113.11 Unrealized +76.6%
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $2 Shares 366 Est. Cost $2.07 Unrealized +272.8%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $39.15 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $71.52 Unrealized -41.7%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.31 Unrealized
WEWORK INC CL A 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.00 Unrealized
ANSYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $215.01 Unrealized
TRAK PARK CITY GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.36 Unrealized -14.5%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $165.09 Unrealized -17.8%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.13 Unrealized +47.7%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.00 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $30.36 Unrealized +55.4%
KEY KEYCORP COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $16.69 Unrealized -10.8%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.04 Unrealized
ETHE GRAYSCALE ETHEREUM TR ETH SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.78 Unrealized -11.9%
DIBS 1STDIBS COM INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.91 Unrealized -53.5%
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $1 Shares 3,102 Est. Cost $0.32 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $250.00 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $70.94 Unrealized -10.9%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.47 Unrealized -19.8%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $1 Shares 44 Est. Cost $77.54 Unrealized -43.0%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $67.30 Unrealized -18.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $275.65 Unrealized -43.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $441.83 Unrealized -21.3%
FLWS 1 800 FLOWERS COM INC CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $26.68 Unrealized -66.8%
FEDERAL NATL MTG ASSN PFD 8.25 SR T 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.50 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $29.09 Unrealized -23.5%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.42 Unrealized +2.9%
TOUGHBUILT INDS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BITCOIN SVCS INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.05 Unrealized
AMC ENTMT HLDGS INC PFD EQT UNIT 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.00 Unrealized
FUELCELL ENERGY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
FIGS FIGS INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $35.42 Unrealized -70.0%
VYGVQ VOYAGER DIGITAL LTD COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.17 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $11.33 Unrealized -25.6%
CIRCA PICS & PRDTN CO INTL INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $0 Shares 80 Est. Cost $16.78 Unrealized
FNMA FEDERAL NATL MTG ASSN COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.13 Unrealized -49.1%
TERRITORIAL RES INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $0 Shares 869 Est. Cost $1.15 Unrealized
DOMARK INTERNATIONAL INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.31 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $103.37 Unrealized
HGR LIQUIDATING TRUST NSA 0.0%
Value ($000) $0 Shares 2,489 Est. Cost $2.01 Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
COCRYSTAL PHARMA INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.00 Unrealized
BASFY BASF SE SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
MECKLERMEDIA CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $105.22 Unrealized -74.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.43 Unrealized +18.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $113.41 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.77 Unrealized -70.9%
EPRF INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.96 Unrealized
OPUS OPUS MAGNUM AMERIS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.00 Unrealized +900.0%
IPMG INTERNATIONAL PRECIOUS MINERAL COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.00 Unrealized +23.3%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.51 Unrealized
GLOBAL MARINE LTD COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
NOVABAY PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 2,997 Est. Cost $3.99 Unrealized
IZOZF IZOTROPIC CORP COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.83 Unrealized -57.7%
VNTH NANO MOBILE HEALTHCARE INC COM NEW 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +94.8%
IRONNET INC COM 0.0%
Value ($000) $0 Shares 550 Est. Cost $16.36 Unrealized