NVWM, LLC Diversified Active

CIK: 0001697274 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $275,337 (100.0% shares, 0.0% debt)

Holdings (433)

USFR WISDOMTREE FLOATING RATE TREASURY FUND 4.4%
Value ($000) $12,093 Shares 240,557 Est. Cost $50.28 Unrealized
AAPL APPLE INC COM 3.5%
Value ($000) $9,735 Shares 74,892 Est. Cost $104.09 Unrealized +35.2%
MSFT MICROSOFT CORP COM 3.4%
Value ($000) $9,476 Shares 39,502 Est. Cost $98.19 Unrealized +138.4%
BND VANGUARD TOTAL BOND MARKET ETF 3.2%
Value ($000) $8,888 Shares 123,723 Est. Cost $71.84 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 2.9%
Value ($000) $8,052 Shares 164,336 Est. Cost $49.76 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 2.2%
Value ($000) $6,085 Shares 31,828 Est. Cost $207.78 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $5,991 Shares 67,899 Est. Cost $108.19 Unrealized -12.8%
AMZN AMAZON COM INC COM 2.0%
Value ($000) $5,608 Shares 66,748 Est. Cost $122.85 Unrealized -19.6%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.6%
Value ($000) $4,516 Shares 89,832 Est. Cost $50.34 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.5%
Value ($000) $4,229 Shares 44,150 Est. Cost $95.86 Unrealized
GLD SPDR GOLD SHARES 1.4%
Value ($000) $3,896 Shares 22,964 Est. Cost $173.24 Unrealized
VOO VANGUARD S&P 500 ETF 1.2%
Value ($000) $3,412 Shares 9,712 Est. Cost $351.20 Unrealized
DJP IPATH BLOOMBERG CMDTY TR ETN 1.2%
Value ($000) $3,346 Shares 99,263 Est. Cost $28.75 Unrealized
ABBV ABBVIE INC COM 1.2%
Value ($000) $3,311 Shares 20,486 Est. Cost $85.78 Unrealized +60.0%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value ($000) $3,242 Shares 6,115 Est. Cost $341.08 Unrealized +46.7%
V VISA INC COM CL A 1.1%
Value ($000) $3,019 Shares 14,531 Est. Cost $143.14 Unrealized +37.6%
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $3,001 Shares 22,377 Est. Cost $93.12 Unrealized +26.3%
SON SONOCO PRODS CO COM 1.0%
Value ($000) $2,745 Shares 45,207 Est. Cost $38.87 Unrealized +36.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.9%
Value ($000) $2,553 Shares 83,638 Est. Cost $35.10 Unrealized
EOG EOG RES INC COM 0.9%
Value ($000) $2,503 Shares 19,324 Est. Cost $81.42 Unrealized +44.7%
HD HOME DEPOT INC COM 0.9%
Value ($000) $2,450 Shares 7,756 Est. Cost $180.07 Unrealized +56.2%
IAU ISHARES GOLD TRUST 0.9%
Value ($000) $2,425 Shares 70,128 Est. Cost $34.47 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.9%
Value ($000) $2,406 Shares 4,366 Est. Cost $346.62 Unrealized +51.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $2,377 Shares 16,831 Est. Cost $135.27 Unrealized
LLY LILLY ELI & CO COM 0.9%
Value ($000) $2,347 Shares 6,416 Est. Cost $198.65 Unrealized +74.1%
ZTS ZOETIS INC CL A 0.8%
Value ($000) $2,294 Shares 15,654 Est. Cost $87.05 Unrealized +64.5%
NFLX NETFLIX INC COM 0.8%
Value ($000) $2,260 Shares 7,663 Est. Cost $37.11 Unrealized -24.4%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.8%
Value ($000) $2,242 Shares 35,080 Est. Cost $61.10 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $2,196 Shares 7,108 Est. Cost $242.54 Unrealized +22.4%
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $2,190 Shares 5,699 Est. Cost $323.24 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.8%
Value ($000) $2,098 Shares 15,442 Est. Cost $108.31 Unrealized
DE DEERE & CO COM 0.7%
Value ($000) $2,063 Shares 4,812 Est. Cost $340.14 Unrealized +14.3%
UNP UNION PAC CORP COM 0.7%
Value ($000) $2,036 Shares 9,832 Est. Cost $150.36 Unrealized +26.5%
ABT ABBOTT LABS COM 0.7%
Value ($000) $2,001 Shares 18,223 Est. Cost $85.57 Unrealized +14.1%
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $1,959 Shares 38,930 Est. Cost $50.56 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.7%
Value ($000) $1,956 Shares 31,792 Est. Cost $21.65 Unrealized +174.1%
DHR DANAHER CORPORATION COM 0.7%
Value ($000) $1,950 Shares 7,339 Est. Cost $107.35 Unrealized +112.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.7%
Value ($000) $1,944 Shares 23,953 Est. Cost $84.27 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.7%
Value ($000) $1,903 Shares 28,207 Est. Cost $70.15 Unrealized
SPDN DIREXION DAILY S&P 500 BEAR 1X SHARES 0.7%
Value ($000) $1,820 Shares 110,259 Est. Cost $15.45 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.6%
Value ($000) $1,768 Shares 32,971 Est. Cost $27.35 Unrealized +68.5%
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $1,764 Shares 18,111 Est. Cost $54.72 Unrealized +70.5%
DIS DISNEY WALT CO COM 0.6%
Value ($000) $1,740 Shares 20,030 Est. Cost $123.28 Unrealized -24.2%
AXP AMERICAN EXPRESS CO COM 0.6%
Value ($000) $1,692 Shares 11,453 Est. Cost $113.34 Unrealized +25.6%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,622 Shares 8,919 Est. Cost $118.40 Unrealized +35.9%
KRE SPDR S&P REGIONAL BANKING ETF 0.6%
Value ($000) $1,582 Shares 26,927 Est. Cost $59.17 Unrealized
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $1,572 Shares 18,807 Est. Cost $63.62 Unrealized +16.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.6%
Value ($000) $1,542 Shares 4,581 Est. Cost $249.11 Unrealized +28.4%
TGT TARGET CORP COM 0.6%
Value ($000) $1,535 Shares 10,296 Est. Cost $109.39 Unrealized +28.8%
WMT WALMART INC COM 0.6%
Value ($000) $1,530 Shares 10,746 Est. Cost $30.85 Unrealized +48.0%
MS MORGAN STANLEY COM NEW 0.6%
Value ($000) $1,522 Shares 17,899 Est. Cost $75.21 Unrealized +2.1%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,485 Shares 5,634 Est. Cost $164.47 Unrealized +49.1%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $1,456 Shares 9,936 Est. Cost $15.14 Unrealized -3.3%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $1,450 Shares 14,608 Est. Cost $72.58 Unrealized +20.6%
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $1,413 Shares 42,662 Est. Cost $32.17 Unrealized -1.4%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,399 Shares 4,022 Est. Cost $234.39 Unrealized +38.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,385 Shares 5,191 Est. Cost $196.15 Unrealized +34.6%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $1,370 Shares 8,732 Est. Cost $85.37 Unrealized +79.4%
AMD ADVANCED MICRO DEVICES INC COM 0.5%
Value ($000) $1,366 Shares 21,085 Est. Cost $68.42 Unrealized -3.5%
ELV ELEVANCE HEALTH INC COM 0.5%
Value ($000) $1,366 Shares 2,662 Est. Cost $452.45 Unrealized +7.1%
XBI SPDR S&P BIOTECH ETF 0.5%
Value ($000) $1,350 Shares 16,264 Est. Cost $88.25 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,349 Shares 8,900 Est. Cost $117.63 Unrealized +10.3%
COST COSTCO WHSL CORP NEW COM 0.5%
Value ($000) $1,347 Shares 2,950 Est. Cost $237.09 Unrealized +97.7%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $1,344 Shares 2,463 Est. Cost $449.52 Unrealized +10.2%
IBB ISHARES BIOTECHNOLOGY ETF 0.5%
Value ($000) $1,260 Shares 9,595 Est. Cost $119.46 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,248 Shares 10,354 Est. Cost $213.33 Unrealized -45.3%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $1,247 Shares 15,828 Est. Cost $72.31 Unrealized -3.6%
OXY OCCIDENTAL PETE CORP COM 0.4%
Value ($000) $1,237 Shares 19,592 Est. Cost $62.24 Unrealized +3.9%
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $1,222 Shares 3,558 Est. Cost $294.23 Unrealized +9.3%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,211 Shares 6,853 Est. Cost $117.45 Unrealized +33.7%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.4%
Value ($000) $1,210 Shares 45,426 Est. Cost $27.24 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,207 Shares 35,284 Est. Cost $30.70 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $1,205 Shares 23,290 Est. Cost $62.01 Unrealized
TJX TJX COS INC NEW COM 0.4%
Value ($000) $1,147 Shares 14,407 Est. Cost $51.63 Unrealized +37.0%
AMLP ALERIAN MLP ETF 0.4%
Value ($000) $1,101 Shares 28,931 Est. Cost $36.02 Unrealized
VRSK VERISK ANALYTICS INC COM 0.4%
Value ($000) $1,083 Shares 6,141 Est. Cost $188.07 Unrealized -8.4%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,082 Shares 22,718 Est. Cost $48.69 Unrealized -14.8%
NKE NIKE INC CL B 0.4%
Value ($000) $1,076 Shares 9,202 Est. Cost $86.59 Unrealized +10.1%
F FORD MTR CO DEL COM 0.4%
Value ($000) $1,074 Shares 92,350 Est. Cost $8.62 Unrealized +16.7%
KR KROGER CO COM 0.4%
Value ($000) $1,056 Shares 23,680 Est. Cost $44.08 Unrealized -2.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.4%
Value ($000) $1,052 Shares 10,219 Est. Cost $71.67 Unrealized +18.3%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $1,038 Shares 25,129 Est. Cost $33.14 Unrealized +23.2%
LNG CHENIERE ENERGY INC COM NEW 0.4%
Value ($000) $1,031 Shares 6,876 Est. Cost $128.21 Unrealized +30.5%
IT GARTNER INC COM 0.4%
Value ($000) $1,023 Shares 3,044 Est. Cost $320.81 Unrealized +0.6%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,014 Shares 9,064 Est. Cost $110.54 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.4%
Value ($000) $1,011 Shares 6,368 Est. Cost $161.65 Unrealized
INDA ISHARES MSCI INDIA ETF 0.4%
Value ($000) $992 Shares 23,771 Est. Cost $48.48 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $965 Shares 18,841 Est. Cost $40.95 Unrealized -1.9%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $961 Shares 27,494 Est. Cost $33.85 Unrealized -11.2%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $947 Shares 9,095 Est. Cost $75.39 Unrealized +21.2%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $937 Shares 4,372 Est. Cost $126.34 Unrealized +41.5%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $932 Shares 7,854 Est. Cost $87.68 Unrealized +24.8%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $930 Shares 21,092 Est. Cost $40.78 Unrealized -10.0%
APA APA CORPORATION COM 0.3%
Value ($000) $919 Shares 19,690 Est. Cost $30.86 Unrealized +29.8%
LULU LULULEMON ATHLETICA INC COM 0.3%
Value ($000) $919 Shares 2,867 Est. Cost $334.80 Unrealized -1.8%
AVGO BROADCOM INC COM 0.3%
Value ($000) $915 Shares 1,637 Est. Cost $46.91 Unrealized +1.5%
MPC MARATHON PETE CORP COM 0.3%
Value ($000) $911 Shares 7,827 Est. Cost $66.04 Unrealized +61.2%
ON ON SEMICONDUCTOR CORP COM 0.3%
Value ($000) $907 Shares 14,544 Est. Cost $60.97 Unrealized +9.4%
CRM SALESFORCE INC COM 0.3%
Value ($000) $894 Shares 6,743 Est. Cost $164.23 Unrealized -12.2%
MP MP MATERIALS CORP COM CL A 0.3%
Value ($000) $878 Shares 36,173 Est. Cost $34.72 Unrealized -12.7%
MRK MERCK & CO INC COM 0.3%
Value ($000) $850 Shares 7,609 Est. Cost $77.62 Unrealized +19.6%
GM GENERAL MTRS CO COM 0.3%
Value ($000) $844 Shares 25,086 Est. Cost $46.46 Unrealized -23.0%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $827 Shares 4,759 Est. Cost $89.02 Unrealized +66.3%
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $815 Shares 2,552 Est. Cost $176.91 Unrealized +76.9%
BA BOEING CO COM 0.3%
Value ($000) $797 Shares 4,182 Est. Cost $163.57 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $787 Shares 1,930 Est. Cost $248.08 Unrealized +56.5%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $781 Shares 8,534 Est. Cost $91.47 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $776 Shares 6,302 Est. Cost $260.96 Unrealized -27.4%
HUM HUMANA INC COM 0.3%
Value ($000) $766 Shares 1,493 Est. Cost $464.03 Unrealized +9.5%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $765 Shares 9,043 Est. Cost $84.59 Unrealized
LAM RESEARCH CORP COM 0.3%
Value ($000) $750 Shares 1,777 Est. Cost $379.41 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $749 Shares 7,108 Est. Cost $105.43 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $742 Shares 3,098 Est. Cost $203.05 Unrealized +1.7%
NVCR NOVOCURE LTD ORD SHS 0.3%
Value ($000) $726 Shares 9,903 Est. Cost $30.79 Unrealized +144.4%
IR INGERSOLL RAND INC COM 0.3%
Value ($000) $724 Shares 13,852 Est. Cost $50.89 Unrealized 0.0%
IYT ISHARES US TRANSPORTATION ETF 0.3%
Value ($000) $724 Shares 3,389 Est. Cost $213.55 Unrealized
SHEL SHELL PLC SPON ADS 0.3%
Value ($000) $723 Shares 12,699 Est. Cost $52.30 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $721 Shares 10,004 Est. Cost $64.80 Unrealized +0.7%
CLH CLEAN HARBORS INC COM 0.3%
Value ($000) $717 Shares 6,279 Est. Cost $116.83 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $708 Shares 5,691 Est. Cost $96.40 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.3%
Value ($000) $707 Shares 4,402 Est. Cost $124.12 Unrealized +28.8%
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $704 Shares 4,431 Est. Cost $109.43 Unrealized +36.5%
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $701 Shares 2,722 Est. Cost $230.73 Unrealized +3.1%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.2%
Value ($000) $685 Shares 14,438 Est. Cost $58.21 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $683 Shares 3,035 Est. Cost $28.14 Unrealized +42.9%
KO COCA COLA CO COM 0.2%
Value ($000) $670 Shares 10,530 Est. Cost $53.58 Unrealized +2.5%
NOW SERVICENOW INC COM 0.2%
Value ($000) $667 Shares 1,719 Est. Cost $41.10 Unrealized +90.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.2%
Value ($000) $657 Shares 7,077 Est. Cost $83.64 Unrealized 0.0%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.2%
Value ($000) $654 Shares 5,243 Est. Cost $124.77 Unrealized
VLO VALERO ENERGY CORP COM 0.2%
Value ($000) $650 Shares 5,122 Est. Cost $113.55 Unrealized +0.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $643 Shares 4,242 Est. Cost $150.55 Unrealized
INMD INMODE LTD SHS 0.2%
Value ($000) $624 Shares 17,475 Est. Cost $47.94 Unrealized -27.4%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $623 Shares 5,667 Est. Cost $88.46 Unrealized +23.1%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $620 Shares 1,275 Est. Cost $381.05 Unrealized +11.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $618 Shares 2,139 Est. Cost $304.24 Unrealized +0.2%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $608 Shares 2,375 Est. Cost $271.98 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.2%
Value ($000) $603 Shares 6,391 Est. Cost $87.94 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $599 Shares 7,612 Est. Cost $85.12 Unrealized -13.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $597 Shares 6,000 Est. Cost $100.54 Unrealized
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $595 Shares 1,269 Est. Cost $404.79 Unrealized +6.5%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $595 Shares 8,351 Est. Cost $87.94 Unrealized -9.2%
PIONEER NAT RES CO COM 0.2%
Value ($000) $588 Shares 2,575 Est. Cost $228.44 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.2%
Value ($000) $586 Shares 15,818 Est. Cost $47.49 Unrealized -15.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $555 Shares 5,495 Est. Cost $83.84 Unrealized +4.5%
ENPH ENPHASE ENERGY INC COM 0.2%
Value ($000) $546 Shares 2,032 Est. Cost $269.72 Unrealized +7.9%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $542 Shares 3,882 Est. Cost $87.22 Unrealized -7.9%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.2%
Value ($000) $536 Shares 1,891 Est. Cost $203.03 Unrealized +30.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $533 Shares 8,703 Est. Cost $39.47 Unrealized +32.1%
T AT&T INC COM 0.2%
Value ($000) $532 Shares 28,890 Est. Cost $15.33 Unrealized -1.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $520 Shares 3,420 Est. Cost $110.67 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $505 Shares 924 Est. Cost $444.98 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $469 Shares 1 Est. Cost $284799.47 Unrealized +57.6%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $468 Shares 6,020 Est. Cost $75.31 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $458 Shares 9,252 Est. Cost $51.35 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $447 Shares 4,250 Est. Cost $119.48 Unrealized +14.6%
INTU INTUIT COM 0.2%
Value ($000) $440 Shares 1,130 Est. Cost $393.61 Unrealized -1.2%
ICF ISHARES COHEN & STEERS REIT ETF 0.2%
Value ($000) $437 Shares 7,975 Est. Cost $54.84 Unrealized
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $437 Shares 516 Est. Cost $1377.32 Unrealized -35.4%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $409 Shares 2,924 Est. Cost $135.67 Unrealized +2.3%
GSK GSK PLC SPONSORED ADR 0.1%
Value ($000) $409 Shares 11,530 Est. Cost $29.76 Unrealized
EIDO ISHARES MSCI INDONESIA ETF 0.1%
Value ($000) $402 Shares 17,961 Est. Cost $22.39 Unrealized
IQV IQVIA HLDGS INC COM 0.1%
Value ($000) $401 Shares 1,958 Est. Cost $253.56 Unrealized -20.0%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $401 Shares 3,673 Est. Cost $123.51 Unrealized -21.1%
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $397 Shares 12,118 Est. Cost $32.73 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $392 Shares 1,931 Est. Cost $155.28 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $363 Shares 4,891 Est. Cost $86.46 Unrealized -9.0%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $362 Shares 2,521 Est. Cost $165.57 Unrealized -7.8%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $351 Shares 3,880 Est. Cost $109.33 Unrealized -13.4%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $344 Shares 913 Est. Cost $368.60 Unrealized -8.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $333 Shares 1,910 Est. Cost $216.74 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $311 Shares 2,921 Est. Cost $118.55 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value ($000) $296 Shares 2,989 Est. Cost $101.54 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $293 Shares 1,369 Est. Cost $236.71 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $293 Shares 3,450 Est. Cost $106.43 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $287 Shares 2,225 Est. Cost $111.55 Unrealized
IDA IDACORP INC COM 0.1%
Value ($000) $285 Shares 2,641 Est. Cost $102.75 Unrealized +0.8%
CROX CROCS INC COM 0.1%
Value ($000) $278 Shares 2,568 Est. Cost $90.07 Unrealized -1.8%
GLNG GOLAR LNG LTD SHS 0.1%
Value ($000) $247 Shares 10,823 Est. Cost $21.71 Unrealized +4.7%
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $229 Shares 5,195 Est. Cost $34.21 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $229 Shares 6,030 Est. Cost $36.26 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.1%
Value ($000) $224 Shares 4,479 Est. Cost $50.36 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $218 Shares 1,740 Est. Cost $92.55 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $202 Shares 760 Est. Cost $334.88 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $202 Shares 294 Est. Cost $634.40 Unrealized -8.7%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $176 Shares 715 Est. Cost $231.58 Unrealized +0.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $171 Shares 1,767 Est. Cost $97.04 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $163 Shares 3,451 Est. Cost $50.03 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $162 Shares 2,948 Est. Cost $58.57 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $155 Shares 1,200 Est. Cost $75.48 Unrealized +69.9%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $155 Shares 1,281 Est. Cost $108.61 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $144 Shares 2,198 Est. Cost $73.28 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $139 Shares 165 Est. Cost $29.12 Unrealized +84.6%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $138 Shares 1,198 Est. Cost $64.61 Unrealized +64.9%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $131 Shares 3,311 Est. Cost $36.72 Unrealized -16.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $129 Shares 1,315 Est. Cost $94.54 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $129 Shares 929 Est. Cost $144.74 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $126 Shares 2,700 Est. Cost $48.13 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $118 Shares 1,581 Est. Cost $69.90 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $118 Shares 13,690 Est. Cost $10.05 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $113 Shares 1,089 Est. Cost $99.98 Unrealized -8.7%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $109 Shares 2,151 Est. Cost $21.94 Unrealized +105.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $103 Shares 1,447 Est. Cost $50.97 Unrealized +17.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $103 Shares 1,250 Est. Cost $94.17 Unrealized
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.0%
Value ($000) $96 Shares 994 Est. Cost $90.41 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $95 Shares 3,075 Est. Cost $45.96 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $92 Shares 680 Est. Cost $116.60 Unrealized -2.5%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $90 Shares 1,739 Est. Cost $188.43 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $90 Shares 662 Est. Cost $121.48 Unrealized +5.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $87 Shares 350 Est. Cost $197.37 Unrealized +15.9%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $87 Shares 8,175 Est. Cost $13.39 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $82 Shares 3,450 Est. Cost $20.29 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $80 Shares 514 Est. Cost $59.97 Unrealized +16.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $78 Shares 365 Est. Cost $191.20 Unrealized -2.3%
EFX EQUIFAX INC COM 0.0%
Value ($000) $78 Shares 400 Est. Cost $108.30 Unrealized +65.0%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $77 Shares 5,894 Est. Cost $19.04 Unrealized -32.5%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $72 Shares 1,024 Est. Cost $54.20 Unrealized +10.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $70 Shares 1,709 Est. Cost $17.13 Unrealized +126.9%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $68 Shares 275 Est. Cost $247.27 Unrealized
AMERICA MOVIL SAB DE CV SPON ADR L SHS 0.0%
Value ($000) $66 Shares 3,600 Est. Cost $17.22 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $65 Shares 1,087 Est. Cost $57.97 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $64 Shares 2,400 Est. Cost $17.35 Unrealized +20.7%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $62 Shares 1,800 Est. Cost $33.74 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $62 Shares 3,425 Est. Cost $12.44 Unrealized +18.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $62 Shares 309 Est. Cost $100.44 Unrealized +87.4%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $62 Shares 684 Est. Cost $92.99 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $60 Shares 635 Est. Cost $61.24 Unrealized +32.1%
PPL PPL CORP COM 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $24.13 Unrealized +2.2%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $58 Shares 4,005 Est. Cost $16.12 Unrealized
KMLM KFA MOUNT LUCAS INDEX STRATEGY ETF 0.0%
Value ($000) $57 Shares 1,689 Est. Cost $33.64 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $57 Shares 1,461 Est. Cost $39.40 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $57 Shares 80 Est. Cost $733.61 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $56 Shares 1,620 Est. Cost $40.49 Unrealized -15.7%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $55 Shares 700 Est. Cost $63.29 Unrealized +37.1%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $54 Shares 478 Est. Cost $98.77 Unrealized +1.4%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $54 Shares 5,000 Est. Cost $17.83 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $53 Shares 150 Est. Cost $351.26 Unrealized -0.2%
CGNX COGNEX CORP COM 0.0%
Value ($000) $51 Shares 1,075 Est. Cost $48.68 Unrealized -6.0%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $49 Shares 425 Est. Cost $33.73 Unrealized +67.8%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $48 Shares 595 Est. Cost $61.47 Unrealized +20.3%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $48 Shares 774 Est. Cost $79.06 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $47 Shares 742 Est. Cost $53.16 Unrealized -1.7%
LAKELAND BANCORP INC COM 0.0%
Value ($000) $46 Shares 2,611 Est. Cost $14.55 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $46 Shares 1,600 Est. Cost $32.88 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $45 Shares 175 Est. Cost $199.57 Unrealized +11.9%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $43 Shares 890 Est. Cost $35.15 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $42 Shares 560 Est. Cost $111.86 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $42 Shares 17 Est. Cost $1935.03 Unrealized +24.9%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $41 Shares 15,000 Est. Cost $3.67 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $40 Shares 1,600 Est. Cost $24.66 Unrealized -18.4%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $40 Shares 650 Est. Cost $62.53 Unrealized -14.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $32.98 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $39 Shares 350 Est. Cost $62.39 Unrealized +54.3%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $37 Shares 305 Est. Cost $140.21 Unrealized
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $37 Shares 1,719 Est. Cost $16.32 Unrealized +14.3%
EXC EXELON CORP COM 0.0%
Value ($000) $36 Shares 837 Est. Cost $29.30 Unrealized +20.1%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $36 Shares 212 Est. Cost $154.15 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $34 Shares 208 Est. Cost $151.71 Unrealized +2.8%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $16.88 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $33 Shares 275 Est. Cost $107.51 Unrealized -15.7%
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $32 Shares 757 Est. Cost $40.41 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $31 Shares 300 Est. Cost $69.58 Unrealized +16.8%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $31 Shares 240 Est. Cost $116.80 Unrealized -2.3%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $31 Shares 1,950 Est. Cost $12.58 Unrealized +4.9%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $30 Shares 54 Est. Cost $503.47 Unrealized +8.9%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $30 Shares 2,167 Est. Cost $22.57 Unrealized -29.5%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $30 Shares 359 Est. Cost $94.48 Unrealized -24.7%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $27 Shares 181 Est. Cost $128.90 Unrealized +8.4%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $27 Shares 685 Est. Cost $33.57 Unrealized +1.0%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $27 Shares 657 Est. Cost $45.65 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $26 Shares 145 Est. Cost $89.95 Unrealized +70.3%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $26 Shares 2,118 Est. Cost $14.16 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $25 Shares 153 Est. Cost $136.44 Unrealized +11.3%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $25 Shares 4,262 Est. Cost $9.94 Unrealized -35.0%
TRUP TRUPANION INC COM 0.0%
Value ($000) $25 Shares 525 Est. Cost $40.19 Unrealized +29.5%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $25 Shares 676 Est. Cost $18.93 Unrealized +95.4%
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $50.00 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $24 Shares 279 Est. Cost $47.25 Unrealized +85.6%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $24 Shares 2,120 Est. Cost $12.74 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $24 Shares 830 Est. Cost $27.43 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $24 Shares 396 Est. Cost $64.48 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $72.55 Unrealized +39.2%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $21 Shares 441 Est. Cost $42.60 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $20 Shares 125 Est. Cost $125.66 Unrealized +10.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 778 Est. Cost $35.47 Unrealized -22.9%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $19 Shares 85 Est. Cost $193.71 Unrealized +2.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $19 Shares 222 Est. Cost $62.05 Unrealized +17.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $18 Shares 123 Est. Cost $117.85 Unrealized +26.6%
CPRT COPART INC COM 0.0%
Value ($000) $18 Shares 296 Est. Cost $29.28 Unrealized +2.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $18 Shares 418 Est. Cost $45.57 Unrealized -18.6%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $18 Shares 44 Est. Cost $379.22 Unrealized +8.9%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $18 Shares 496 Est. Cost $43.00 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $17 Shares 917 Est. Cost $11.05 Unrealized +3.8%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $16 Shares 329 Est. Cost $56.14 Unrealized -18.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $16 Shares 245 Est. Cost $63.99 Unrealized -6.8%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $16 Shares 421 Est. Cost $47.12 Unrealized -13.9%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $16 Shares 333 Est. Cost $57.06 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $16 Shares 114 Est. Cost $120.01 Unrealized +1.2%
VTR VENTAS INC COM 0.0%
Value ($000) $14 Shares 310 Est. Cost $48.61 Unrealized -22.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $35.05 Unrealized -0.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $14 Shares 207 Est. Cost $38.35 Unrealized +51.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $14 Shares 10 Est. Cost $29.88 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $14 Shares 139 Est. Cost $75.54 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $14 Shares 438 Est. Cost $28.95 Unrealized -4.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $13 Shares 410 Est. Cost $36.01 Unrealized -10.5%
ORCL ORACLE CORP COM 0.0%
Value ($000) $13 Shares 164 Est. Cost $86.08 Unrealized -15.0%
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $13 Shares 1,110 Est. Cost $17.13 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $13 Shares 340 Est. Cost $37.21 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $13 Shares 240 Est. Cost $52.12 Unrealized -2.5%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $13 Shares 64 Est. Cost $400.22 Unrealized -48.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $126.54 Unrealized -10.8%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $13 Shares 275 Est. Cost $31.20 Unrealized +38.8%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $12 Shares 233 Est. Cost $89.80 Unrealized -46.5%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $12 Shares 73 Est. Cost $212.68 Unrealized -28.7%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $12 Shares 352 Est. Cost $35.98 Unrealized +1.4%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $12 Shares 36 Est. Cost $177.44 Unrealized +68.4%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $12 Shares 54 Est. Cost $153.55 Unrealized +52.2%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $11 Shares 73 Est. Cost $169.26 Unrealized -18.6%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $11 Shares 209 Est. Cost $64.49 Unrealized
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $11 Shares 440 Est. Cost $24.62 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $11 Shares 123 Est. Cost $90.91 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $11 Shares 83 Est. Cost $85.56 Unrealized +35.2%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $11 Shares 220 Est. Cost $48.45 Unrealized -6.6%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $10 Shares 108 Est. Cost $191.77 Unrealized -41.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $156.30 Unrealized +62.9%
LKQ LKQ CORP COM 0.0%
Value ($000) $10 Shares 180 Est. Cost $48.13 Unrealized +0.8%
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $10 Shares 300 Est. Cost $82.78 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $9 Shares 13 Est. Cost $614.65 Unrealized +19.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.48 Unrealized +4.1%
ETSY ETSY INC COM 0.0%
Value ($000) $9 Shares 78 Est. Cost $208.26 Unrealized -45.1%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $77.49 Unrealized +10.9%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $9 Shares 43 Est. Cost $199.79 Unrealized 0.0%
GLOBAL X CLEANTECH ETF 0.0%
Value ($000) $9 Shares 553 Est. Cost $22.01 Unrealized
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $9 Shares 413 Est. Cost $14.56 Unrealized +28.3%
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 222 Est. Cost $33.68 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $8 Shares 170 Est. Cost $60.37 Unrealized -13.7%
NUE NUCOR CORP COM 0.0%
Value ($000) $8 Shares 63 Est. Cost $101.37 Unrealized +27.9%
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $8 Shares 185 Est. Cost $56.83 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $289.49 Unrealized -18.9%
ITT ITT INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $50.19 Unrealized +54.3%
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $8 Shares 761 Est. Cost $41.99 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $15.15 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $7 Shares 41 Est. Cost $133.19 Unrealized
NERD ROUNDHILL VIDEO GAMES ETF 0.0%
Value ($000) $7 Shares 491 Est. Cost $22.40 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 75 Est. Cost $54.49 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $6 Shares 115 Est. Cost $70.74 Unrealized -29.3%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $6 Shares 261 Est. Cost $32.18 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $286.25 Unrealized -3.8%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $68.73 Unrealized +2.6%
WILLF DEMANT A S SHS 0.0%
Value ($000) $6 Shares 200 Est. Cost $56.69 Unrealized -53.2%
PACIFIC GAS & ELEC CO PFD 1ST 5.50 0.0%
Value ($000) $6 Shares 300 Est. Cost $26.67 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $111.18 Unrealized +85.4%
AMGN AMGEN INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $187.82 Unrealized +29.2%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $5 Shares 387 Est. Cost $15.50 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $5 Shares 331 Est. Cost $37.13 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $4 Shares 181 Est. Cost $27.62 Unrealized
WALLBOX NV SHS CL A 0.0%
Value ($000) $4 Shares 850 Est. Cost $8.01 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $132.53 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $4 Shares 96 Est. Cost $100.46 Unrealized -51.5%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.71 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $399.22 Unrealized -16.3%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $3 Shares 18 Est. Cost $222.22 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $308.72 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $416.96 Unrealized -13.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $3 Shares 25 Est. Cost $233.56 Unrealized -31.8%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.39 Unrealized
ISHARES MSCI FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $33.94 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $93.75 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $237.43 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 281 Est. Cost $18.55 Unrealized -39.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $78.76 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $30.75 Unrealized -3.3%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $122.54 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 133 Est. Cost $14.20 Unrealized +6.9%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $15.74 Unrealized -68.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.61 Unrealized -47.7%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $113.11 Unrealized +51.1%
TABULA RASA HEALTHCARE INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $12.00 Unrealized
LWLG LIGHTWAVE LOGIC INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $0.68 Unrealized +945.4%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.17 Unrealized 0.0%
EAT BRINKER INTL INC COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $37.41 Unrealized -15.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $496.10 Unrealized -47.9%
FLWS 1 800 FLOWERS COM INC CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $26.68 Unrealized -70.2%
TREX TREX CO INC COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $45.39 Unrealized 0.0%
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) $2 Shares 41 Est. Cost $71.52 Unrealized -47.5%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $220.78 Unrealized -77.9%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $131.02 Unrealized -76.1%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $2 Shares 37 Est. Cost $77.54 Unrealized -48.3%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $2 Shares 22 Est. Cost $63.16 Unrealized 0.0%
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $1 Shares 366 Est. Cost $2.07 Unrealized +121.2%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $86.69 Unrealized +56.7%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.04 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.77 Unrealized -17.9%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $33.61 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $132.83 Unrealized -57.2%
TRAK PARK CITY GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.36 Unrealized -20.3%
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $1 Shares 3,101 Est. Cost $0.32 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $1 Shares 12 Est. Cost $62.95 Unrealized -23.1%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
IZOZF IZOTROPIC CORP COM 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $0.83 Unrealized -44.2%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
FEDERAL NATL MTG ASSN PFD 8.25 SR T 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.50 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.65 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.47 Unrealized -25.5%
ETHE GRAYSCALE ETHEREUM TR ETH SHS 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $30.00 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $103.37 Unrealized
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $0 Shares 869 Est. Cost $1.15 Unrealized
FIGS FIGS INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $35.42 Unrealized -79.7%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $105.22 Unrealized -81.6%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $11.33 Unrealized -20.1%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.31 Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $0 Shares 80 Est. Cost $16.78 Unrealized
NOVABAY PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 86 Est. Cost $3.99 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.51 Unrealized
COCP COCRYSTAL PHARMA INC COM NEW 0.0%
Value ($000) $0 Shares 84 Est. Cost $2.57 Unrealized 0.0%
AMC ENTMT HLDGS INC PFD EQT UNIT 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
IRONNET INC COM 0.0%
Value ($000) $0 Shares 550 Est. Cost $16.36 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.00 Unrealized
BASFY BASF SE SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
FNMA FEDERAL NATL MTG ASSN COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.13 Unrealized -59.6%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.77 Unrealized -79.7%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.43 Unrealized -27.1%
EPRF INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.96 Unrealized
FUELCELL ENERGY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
VNTH NANO MOBILE HEALTHCARE INC COM NEW 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +157.3%
VYGVQ VOYAGER DIGITAL LTD COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.17 Unrealized -72.8%
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 +900.0%
BITCOIN SVCS INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.05 Unrealized
CIRCA PICS & PRDTN CO INTL INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized