NVWM, LLC Diversified Active

CIK: 0001697274 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value ($000): $298,398 (100.0% shares, 0.0% debt)

Holdings (445)

MSFT MICROSOFT CORP COM 3.8%
Value ($000) $11,460 Shares 39,749 Est. Cost $98.19 Unrealized +154.1%
AAPL APPLE INC COM 3.6%
Value ($000) $10,866 Shares 65,903 Est. Cost $104.09 Unrealized +39.8%
VUSB VANGUARD ULTRA-SHORT BOND ETF 2.7%
Value ($000) $8,174 Shares 166,012 Est. Cost $49.75 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.7%
Value ($000) $7,914 Shares 79,842 Est. Cost $97.31 Unrealized
AMZN AMAZON COM INC COM 2.4%
Value ($000) $7,182 Shares 69,535 Est. Cost $121.80 Unrealized -20.7%
GOOGL ALPHABET INC CAP STK CL A 2.4%
Value ($000) $7,099 Shares 68,441 Est. Cost $108.19 Unrealized -12.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 2.3%
Value ($000) $6,791 Shares 135,097 Est. Cost $50.28 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2.0%
Value ($000) $5,931 Shares 54,111 Est. Cost $109.06 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.9%
Value ($000) $5,812 Shares 78,728 Est. Cost $71.84 Unrealized
EFA ISHARES MSCI EAFE ETF 1.6%
Value ($000) $4,822 Shares 67,421 Est. Cost $71.58 Unrealized
GLD SPDR GOLD SHARES 1.4%
Value ($000) $4,156 Shares 22,681 Est. Cost $173.24 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 1.4%
Value ($000) $4,115 Shares 38,687 Est. Cost $105.47 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 1.1%
Value ($000) $3,341 Shares 107,028 Est. Cost $34.26 Unrealized
ABBV ABBVIE INC COM 1.1%
Value ($000) $3,308 Shares 20,757 Est. Cost $86.46 Unrealized +59.8%
V VISA INC COM CL A 1.1%
Value ($000) $3,237 Shares 14,355 Est. Cost $143.14 Unrealized +52.2%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 1.1%
Value ($000) $3,168 Shares 36,719 Est. Cost $85.86 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.0%
Value ($000) $2,975 Shares 14,576 Est. Cost $207.78 Unrealized
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $2,901 Shares 22,261 Est. Cost $93.12 Unrealized +37.6%
META META PLATFORMS INC CL A 0.9%
Value ($000) $2,805 Shares 13,249 Est. Cost $203.67 Unrealized -17.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.9%
Value ($000) $2,772 Shares 55,085 Est. Cost $50.34 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $2,772 Shares 19,166 Est. Cost $136.41 Unrealized
AXP AMERICAN EXPRESS CO COM 0.9%
Value ($000) $2,665 Shares 16,155 Est. Cost $126.92 Unrealized +26.1%
SON SONOCO PRODS CO COM 0.9%
Value ($000) $2,641 Shares 43,290 Est. Cost $38.87 Unrealized +35.6%
ZTS ZOETIS INC CL A 0.9%
Value ($000) $2,624 Shares 15,763 Est. Cost $87.05 Unrealized +82.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.9%
Value ($000) $2,552 Shares 16,073 Est. Cost $159.90 Unrealized
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $2,546 Shares 6,769 Est. Cost $351.20 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.9%
Value ($000) $2,539 Shares 36,315 Est. Cost $70.10 Unrealized
IAU ISHARES GOLD TRUST 0.8%
Value ($000) $2,496 Shares 66,792 Est. Cost $34.47 Unrealized
NFLX NETFLIX INC COM 0.8%
Value ($000) $2,482 Shares 7,184 Est. Cost $37.11 Unrealized -10.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.8%
Value ($000) $2,474 Shares 4,290 Est. Cost $346.62 Unrealized +61.2%
UNH UNITEDHEALTH GROUP INC COM 0.8%
Value ($000) $2,456 Shares 5,196 Est. Cost $341.08 Unrealized +34.1%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,322 Shares 7,868 Est. Cost $181.55 Unrealized +56.8%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $2,321 Shares 4,670 Est. Cost $323.34 Unrealized +45.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.8%
Value ($000) $2,286 Shares 5,932 Est. Cost $273.32 Unrealized +30.0%
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $2,265 Shares 8,155 Est. Cost $15.14 Unrealized +42.8%
LLY LILLY ELI & CO COM 0.7%
Value ($000) $2,219 Shares 6,460 Est. Cost $198.65 Unrealized +66.1%
AMAT APPLIED MATLS INC COM 0.7%
Value ($000) $2,209 Shares 17,981 Est. Cost $54.72 Unrealized +104.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $2,206 Shares 7,146 Est. Cost $242.54 Unrealized +27.1%
SLB SCHLUMBERGER LTD COM STK 0.7%
Value ($000) $2,205 Shares 44,680 Est. Cost $33.13 Unrealized +49.1%
SPY SPDR S&P 500 ETF TRUST 0.7%
Value ($000) $2,205 Shares 5,368 Est. Cost $323.24 Unrealized
DIS DISNEY WALT CO COM 0.7%
Value ($000) $2,111 Shares 21,085 Est. Cost $122.04 Unrealized -19.3%
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value ($000) $2,099 Shares 21,415 Est. Cost $68.62 Unrealized +18.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.7%
Value ($000) $2,021 Shares 15,609 Est. Cost $108.54 Unrealized
UNP UNION PAC CORP COM 0.7%
Value ($000) $1,984 Shares 9,859 Est. Cost $150.36 Unrealized +26.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.7%
Value ($000) $1,952 Shares 23,753 Est. Cost $84.27 Unrealized
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $1,901 Shares 24,668 Est. Cost $65.29 Unrealized +8.2%
ABT ABBOTT LABS COM 0.6%
Value ($000) $1,899 Shares 18,751 Est. Cost $85.98 Unrealized +16.3%
DHR DANAHER CORPORATION COM 0.6%
Value ($000) $1,847 Shares 7,319 Est. Cost $107.35 Unrealized +108.7%
TGT TARGET CORP COM 0.6%
Value ($000) $1,791 Shares 10,812 Est. Cost $111.26 Unrealized +33.6%
DJP IPATH BLOOMBERG CMDTY TR ETN 0.6%
Value ($000) $1,785 Shares 56,507 Est. Cost $28.75 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,734 Shares 53,938 Est. Cost $31.20 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $1,621 Shares 8,891 Est. Cost $118.40 Unrealized +34.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.5%
Value ($000) $1,606 Shares 29,083 Est. Cost $60.66 Unrealized
MS MORGAN STANLEY COM NEW 0.5%
Value ($000) $1,566 Shares 17,835 Est. Cost $75.21 Unrealized +12.8%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,549 Shares 5,541 Est. Cost $164.47 Unrealized +52.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,539 Shares 5,383 Est. Cost $198.47 Unrealized +31.7%
WMT WALMART INC COM 0.5%
Value ($000) $1,537 Shares 10,425 Est. Cost $30.85 Unrealized +48.4%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $1,501 Shares 14,412 Est. Cost $72.58 Unrealized +33.7%
CRM SALESFORCE INC COM 0.5%
Value ($000) $1,443 Shares 7,225 Est. Cost $164.41 Unrealized +1.5%
DE DEERE & CO COM 0.5%
Value ($000) $1,440 Shares 3,487 Est. Cost $340.14 Unrealized +16.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.5%
Value ($000) $1,423 Shares 22,806 Est. Cost $61.10 Unrealized
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,417 Shares 3,900 Est. Cost $234.39 Unrealized +52.5%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $1,406 Shares 8,619 Est. Cost $85.37 Unrealized +71.5%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,322 Shares 8,890 Est. Cost $117.63 Unrealized +13.2%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.4%
Value ($000) $1,312 Shares 46,279 Est. Cost $27.26 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.4%
Value ($000) $1,284 Shares 20,503 Est. Cost $62.10 Unrealized -4.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,279 Shares 11,110 Est. Cost $111.37 Unrealized
F FORD MTR CO DEL COM 0.4%
Value ($000) $1,230 Shares 97,592 Est. Cost $8.71 Unrealized +17.1%
ELV ELEVANCE HEALTH INC COM 0.4%
Value ($000) $1,220 Shares 2,654 Est. Cost $452.45 Unrealized +0.6%
BAC BANK AMERICA CORP COM 0.4%
Value ($000) $1,203 Shares 42,066 Est. Cost $32.17 Unrealized -4.9%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,200 Shares 22,972 Est. Cost $48.65 Unrealized -7.8%
VRSK VERISK ANALYTICS INC COM 0.4%
Value ($000) $1,169 Shares 6,091 Est. Cost $188.07 Unrealized -5.5%
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $1,162 Shares 3,551 Est. Cost $294.23 Unrealized +10.0%
ON ON SEMICONDUCTOR CORP COM 0.4%
Value ($000) $1,157 Shares 14,051 Est. Cost $60.97 Unrealized +24.6%
AMLP ALERIAN MLP ETF 0.4%
Value ($000) $1,150 Shares 29,762 Est. Cost $36.10 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $1,144 Shares 22,612 Est. Cost $21.65 Unrealized +133.6%
NKE NIKE INC CL B 0.4%
Value ($000) $1,142 Shares 9,283 Est. Cost $86.59 Unrealized +34.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,086 Shares 7,191 Est. Cost $107.79 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.4%
Value ($000) $1,075 Shares 2,951 Est. Cost $334.19 Unrealized -6.2%
LNG CHENIERE ENERGY INC COM NEW 0.4%
Value ($000) $1,059 Shares 6,722 Est. Cost $128.21 Unrealized +17.8%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,055 Shares 27,841 Est. Cost $33.86 Unrealized +2.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.4%
Value ($000) $1,054 Shares 5,017 Est. Cost $132.09 Unrealized +43.2%
AVGO BROADCOM INC COM 0.3%
Value ($000) $1,035 Shares 1,613 Est. Cost $46.91 Unrealized +22.8%
MPC MARATHON PETE CORP COM 0.3%
Value ($000) $1,029 Shares 7,632 Est. Cost $66.04 Unrealized +78.0%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,023 Shares 6,600 Est. Cost $117.45 Unrealized +25.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $1,016 Shares 20,832 Est. Cost $48.79 Unrealized
MP MP MATERIALS CORP COM CL A 0.3%
Value ($000) $1,005 Shares 35,648 Est. Cost $34.72 Unrealized -12.9%
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $999 Shares 2,587 Est. Cost $179.35 Unrealized +99.2%
IT GARTNER INC COM 0.3%
Value ($000) $970 Shares 2,977 Est. Cost $320.81 Unrealized +3.0%
INDA ISHARES MSCI INDIA ETF 0.3%
Value ($000) $962 Shares 24,429 Est. Cost $48.23 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $960 Shares 9,953 Est. Cost $71.67 Unrealized +23.0%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $950 Shares 4,895 Est. Cost $90.94 Unrealized +73.9%
LAM RESEARCH CORP COM 0.3%
Value ($000) $945 Shares 1,777 Est. Cost $379.41 Unrealized
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $944 Shares 1,887 Est. Cost $248.08 Unrealized +92.9%
GM GENERAL MTRS CO COM 0.3%
Value ($000) $933 Shares 25,448 Est. Cost $46.32 Unrealized -20.8%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $931 Shares 24,903 Est. Cost $33.14 Unrealized +22.1%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $929 Shares 2,896 Est. Cost $324.59 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $910 Shares 22,302 Est. Cost $40.27 Unrealized -9.2%
CLH CLEAN HARBORS INC COM 0.3%
Value ($000) $880 Shares 6,171 Est. Cost $116.83 Unrealized +11.5%
BA BOEING CO COM 0.3%
Value ($000) $872 Shares 4,104 Est. Cost $163.57 Unrealized +27.0%
MRK MERCK & CO INC COM 0.3%
Value ($000) $871 Shares 8,133 Est. Cost $78.97 Unrealized +25.0%
GWW GRAINGER W W INC COM 0.3%
Value ($000) $864 Shares 1,254 Est. Cost $616.46 Unrealized +0.8%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $863 Shares 4,516 Est. Cost $127.94 Unrealized +38.1%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $855 Shares 17,331 Est. Cost $56.73 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $853 Shares 4,552 Est. Cost $111.01 Unrealized +51.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $842 Shares 1,237 Est. Cost $504.63 Unrealized
NOW SERVICENOW INC COM 0.3%
Value ($000) $800 Shares 1,721 Est. Cost $41.10 Unrealized +111.9%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.3%
Value ($000) $797 Shares 6,010 Est. Cost $125.76 Unrealized
IR INGERSOLL RAND INC COM 0.3%
Value ($000) $793 Shares 13,631 Est. Cost $50.89 Unrealized +10.5%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $784 Shares 8,534 Est. Cost $91.47 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $779 Shares 2,656 Est. Cost $230.73 Unrealized +17.2%
INTU INTUIT COM 0.3%
Value ($000) $770 Shares 1,726 Est. Cost $396.93 Unrealized +1.6%
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $768 Shares 3,892 Est. Cost $170.53 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $763 Shares 3,822 Est. Cost $87.22 Unrealized -2.8%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $757 Shares 9,663 Est. Cost $51.63 Unrealized +46.5%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $757 Shares 13,866 Est. Cost $55.44 Unrealized
PSX PHILLIPS 66 COM 0.3%
Value ($000) $754 Shares 7,439 Est. Cost $75.39 Unrealized +21.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.3%
Value ($000) $753 Shares 2,389 Est. Cost $303.79 Unrealized -1.3%
CONSOL ENERGY INC NEW COM 0.3%
Value ($000) $750 Shares 12,872 Est. Cost $58.27 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.2%
Value ($000) $735 Shares 2,071 Est. Cost $344.80 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.2%
Value ($000) $731 Shares 13,665 Est. Cost $53.47 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $729 Shares 2,391 Est. Cost $271.98 Unrealized
SHEL SHELL PLC SPON ADS 0.2%
Value ($000) $719 Shares 12,498 Est. Cost $52.30 Unrealized
KLAC KLA CORP COM NEW 0.2%
Value ($000) $717 Shares 1,796 Est. Cost $375.85 Unrealized +2.0%
HUM HUMANA INC COM 0.2%
Value ($000) $717 Shares 1,474 Est. Cost $464.03 Unrealized +3.1%
VLO VALERO ENERGY CORP COM 0.2%
Value ($000) $706 Shares 5,055 Est. Cost $113.55 Unrealized +8.3%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $706 Shares 5,531 Est. Cost $88.46 Unrealized +31.6%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $700 Shares 3,058 Est. Cost $203.05 Unrealized +13.6%
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $698 Shares 4,880 Est. Cost $125.29 Unrealized +0.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $690 Shares 9,950 Est. Cost $64.80 Unrealized -5.1%
CB CHUBB LIMITED COM 0.2%
Value ($000) $682 Shares 3,496 Est. Cost $202.74 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.2%
Value ($000) $677 Shares 15,625 Est. Cost $47.49 Unrealized -12.3%
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $672 Shares 510 Est. Cost $1377.32 Unrealized -17.4%
TSLA TESLA INC COM 0.2%
Value ($000) $668 Shares 3,219 Est. Cost $260.96 Unrealized -33.2%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $665 Shares 2,699 Est. Cost $240.71 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $647 Shares 4,716 Est. Cost $119.10 Unrealized -2.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $646 Shares 4,242 Est. Cost $150.55 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $646 Shares 7,944 Est. Cost $84.68 Unrealized -12.0%
KO COCA COLA CO COM 0.2%
Value ($000) $642 Shares 10,270 Est. Cost $53.58 Unrealized +3.4%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $636 Shares 8,372 Est. Cost $87.94 Unrealized -12.6%
MRNA MODERNA INC COM 0.2%
Value ($000) $632 Shares 4,112 Est. Cost $164.97 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $607 Shares 2,699 Est. Cost $222.97 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $606 Shares 2,577 Est. Cost $28.14 Unrealized +53.8%
ATI ATI INC COM 0.2%
Value ($000) $602 Shares 15,261 Est. Cost $37.76 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $602 Shares 6,144 Est. Cost $84.74 Unrealized +8.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $595 Shares 5,972 Est. Cost $98.87 Unrealized
PWR QUANTA SVCS INC COM 0.2%
Value ($000) $587 Shares 3,524 Est. Cost $153.11 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.2%
Value ($000) $564 Shares 1,855 Est. Cost $203.03 Unrealized +50.2%
T AT&T INC COM 0.2%
Value ($000) $560 Shares 29,103 Est. Cost $15.33 Unrealized +6.7%
DXCM DEXCOM INC COM 0.2%
Value ($000) $559 Shares 4,811 Est. Cost $111.94 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.2%
Value ($000) $557 Shares 6,651 Est. Cost $74.27 Unrealized 0.0%
INMD INMODE LTD SHS 0.2%
Value ($000) $557 Shares 17,428 Est. Cost $47.94 Unrealized -28.6%
VIR VIR BIOTECHNOLOGY INC COM 0.2%
Value ($000) $554 Shares 23,797 Est. Cost $25.58 Unrealized 0.0%
AI C3 AI INC CL A 0.2%
Value ($000) $547 Shares 16,291 Est. Cost $20.48 Unrealized -0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $534 Shares 8,553 Est. Cost $39.47 Unrealized +39.1%
BOOT BOOT BARN HLDGS INC COM 0.2%
Value ($000) $529 Shares 6,906 Est. Cost $76.66 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $527 Shares 3,420 Est. Cost $110.67 Unrealized
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $521 Shares 954 Est. Cost $404.79 Unrealized +26.8%
VMC VULCAN MATLS CO COM 0.2%
Value ($000) $519 Shares 3,025 Est. Cost $173.63 Unrealized 0.0%
RACE FERRARI N V COM 0.2%
Value ($000) $519 Shares 1,916 Est. Cost $253.52 Unrealized +0.7%
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $513 Shares 1,948 Est. Cost $155.28 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 0.2%
Value ($000) $505 Shares 19,385 Est. Cost $26.07 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $500 Shares 4,431 Est. Cost $119.41 Unrealized -16.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $493 Shares 6,118 Est. Cost $75.39 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $493 Shares 1,068 Est. Cost $449.52 Unrealized -1.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $485 Shares 9,583 Est. Cost $51.33 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.2%
Value ($000) $468 Shares 7,856 Est. Cost $59.53 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $466 Shares 1 Est. Cost $284799.47 Unrealized +63.9%
MPWR MONOLITHIC PWR SYS INC COM 0.2%
Value ($000) $456 Shares 910 Est. Cost $433.14 Unrealized +3.7%
SE SEA LTD SPONSORD ADS 0.2%
Value ($000) $456 Shares 5,264 Est. Cost $120.21 Unrealized
OIH VANECK OIL SERVICES ETF 0.1%
Value ($000) $439 Shares 1,585 Est. Cost $277.13 Unrealized
EIDO ISHARES MSCI INDONESIA ETF 0.1%
Value ($000) $437 Shares 18,558 Est. Cost $22.43 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $435 Shares 12,720 Est. Cost $32.80 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $430 Shares 13,574 Est. Cost $31.93 Unrealized -0.7%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $426 Shares 2,943 Est. Cost $135.67 Unrealized +3.2%
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $425 Shares 2,023 Est. Cost $269.72 Unrealized -19.7%
NVCR NOVOCURE LTD ORD SHS 0.1%
Value ($000) $417 Shares 6,940 Est. Cost $30.79 Unrealized +159.6%
GSK GSK PLC SPONSORED ADR 0.1%
Value ($000) $408 Shares 11,371 Est. Cost $29.76 Unrealized
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $382 Shares 2,479 Est. Cost $165.57 Unrealized -11.5%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $376 Shares 4,939 Est. Cost $88.25 Unrealized
LVMUY LVMH MOET HENNESSY LOU VUITTON ADR 0.1%
Value ($000) $371 Shares 2,021 Est. Cost $183.73 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $335 Shares 3,315 Est. Cost $98.55 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $334 Shares 1,369 Est. Cost $236.71 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $333 Shares 2,225 Est. Cost $111.55 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $312 Shares 3,450 Est. Cost $106.43 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $310 Shares 2,980 Est. Cost $109.33 Unrealized -12.3%
CROX CROCS INC COM 0.1%
Value ($000) $309 Shares 2,442 Est. Cost $90.07 Unrealized +34.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $298 Shares 3,084 Est. Cost $96.70 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $298 Shares 2,701 Est. Cost $118.55 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $288 Shares 3,828 Est. Cost $72.31 Unrealized -3.8%
IDA IDACORP INC COM 0.1%
Value ($000) $286 Shares 2,641 Est. Cost $102.75 Unrealized +2.2%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $285 Shares 3,131 Est. Cost $77.82 Unrealized +5.4%
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $246 Shares 5,195 Est. Cost $34.21 Unrealized
GLNG GOLAR LNG LTD SHS 0.1%
Value ($000) $237 Shares 10,972 Est. Cost $21.69 Unrealized -6.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value ($000) $226 Shares 2,273 Est. Cost $101.54 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $212 Shares 294 Est. Cost $634.40 Unrealized +4.4%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $211 Shares 1,702 Est. Cost $92.55 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $205 Shares 2,683 Est. Cost $76.26 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $187 Shares 887 Est. Cost $227.80 Unrealized -6.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $182 Shares 2,200 Est. Cost $81.86 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $182 Shares 4,615 Est. Cost $36.26 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $168 Shares 3,359 Est. Cost $50.03 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $148 Shares 1,267 Est. Cost $108.61 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $144 Shares 805 Est. Cost $216.74 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $143 Shares 168 Est. Cost $29.58 Unrealized +85.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $136 Shares 1,190 Est. Cost $64.61 Unrealized +61.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $127 Shares 929 Est. Cost $144.74 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $123 Shares 3,169 Est. Cost $36.72 Unrealized -11.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $118 Shares 1,581 Est. Cost $69.90 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $115 Shares 2,151 Est. Cost $21.94 Unrealized +115.3%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $111 Shares 590 Est. Cost $206.31 Unrealized +0.2%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $110 Shares 808 Est. Cost $75.48 Unrealized +63.1%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $104 Shares 3,075 Est. Cost $45.96 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $104 Shares 1,250 Est. Cost $94.17 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $103 Shares 11,690 Est. Cost $10.05 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $100 Shares 772 Est. Cost $119.46 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $97 Shares 1,393 Est. Cost $50.97 Unrealized +19.0%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $96 Shares 1,514 Est. Cost $59.55 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $91 Shares 680 Est. Cost $116.60 Unrealized +0.8%
DOV DOVER CORP COM 0.0%
Value ($000) $91 Shares 598 Est. Cost $121.48 Unrealized +16.7%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $87 Shares 884 Est. Cost $99.98 Unrealized -4.7%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $87 Shares 3,450 Est. Cost $20.29 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $85 Shares 415 Est. Cost $191.00 Unrealized -0.7%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $81 Shares 1,617 Est. Cost $50.36 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $81 Shares 400 Est. Cost $108.30 Unrealized +88.3%
SRE SEMPRA COM 0.0%
Value ($000) $80 Shares 527 Est. Cost $60.21 Unrealized +15.8%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $80 Shares 350 Est. Cost $197.37 Unrealized +10.3%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $78 Shares 6,700 Est. Cost $13.39 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $78 Shares 1,620 Est. Cost $40.49 Unrealized +8.7%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value ($000) $76 Shares 3,600 Est. Cost $21.05 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $72 Shares 1,583 Est. Cost $17.13 Unrealized +151.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $72 Shares 1,053 Est. Cost $54.38 Unrealized +12.1%
VFC V F CORP COM 0.0%
Value ($000) $69 Shares 3,000 Est. Cost $26.28 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $66 Shares 1,800 Est. Cost $33.74 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $66 Shares 275 Est. Cost $247.27 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $65 Shares 2,400 Est. Cost $17.35 Unrealized +43.6%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $62 Shares 684 Est. Cost $92.99 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $62 Shares 494 Est. Cost $99.20 Unrealized +12.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $59 Shares 1,461 Est. Cost $39.40 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $56 Shares 3,425 Est. Cost $12.44 Unrealized +25.0%
PPL PPL CORP COM 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $24.13 Unrealized +6.1%
KMLM KFA MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF 0.0%
Value ($000) $56 Shares 1,894 Est. Cost $33.19 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $55 Shares 200 Est. Cost $275.98 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $53 Shares 1,075 Est. Cost $48.68 Unrealized +1.7%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $53 Shares 595 Est. Cost $61.47 Unrealized +31.3%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $52 Shares 5,000 Est. Cost $17.83 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $52 Shares 560 Est. Cost $111.86 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $52 Shares 425 Est. Cost $33.73 Unrealized +75.7%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $51 Shares 630 Est. Cost $75.01 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $50.54 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $50 Shares 475 Est. Cost $104.68 Unrealized
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $49 Shares 4,044 Est. Cost $19.04 Unrealized -34.6%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $48 Shares 890 Est. Cost $35.15 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $48 Shares 240 Est. Cost $100.44 Unrealized +91.4%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $48 Shares 774 Est. Cost $79.06 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $46 Shares 1,600 Est. Cost $32.88 Unrealized
CPRX CATALYST PHARMACEUTICALS INC COM 0.0%
Value ($000) $44 Shares 2,649 Est. Cost $16.50 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $43 Shares 175 Est. Cost $199.57 Unrealized +16.4%
AZO AUTOZONE INC COM 0.0%
Value ($000) $42 Shares 17 Est. Cost $1935.03 Unrealized +26.0%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $42 Shares 15,000 Est. Cost $3.67 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $41 Shares 252 Est. Cost $114.79 Unrealized +29.3%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $41 Shares 5,262 Est. Cost $9.17 Unrealized -35.9%
LAKELAND BANCORP INC COM 0.0%
Value ($000) $41 Shares 2,611 Est. Cost $14.55 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $38 Shares 605 Est. Cost $53.16 Unrealized +3.7%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $38 Shares 350 Est. Cost $62.39 Unrealized +60.6%
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $38 Shares 757 Est. Cost $40.41 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $37 Shares 221 Est. Cost $140.21 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $36 Shares 650 Est. Cost $62.53 Unrealized -19.1%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $36 Shares 481 Est. Cost $66.31 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $35 Shares 635 Est. Cost $54.84 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $35 Shares 1,600 Est. Cost $24.66 Unrealized -15.9%
EXC EXELON CORP COM 0.0%
Value ($000) $35 Shares 837 Est. Cost $29.30 Unrealized +27.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $34 Shares 180 Est. Cost $184.71 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $32 Shares 240 Est. Cost $116.80 Unrealized +4.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.98 Unrealized +5.0%
GRBK GREEN BRICK PARTNERS INC COM 0.0%
Value ($000) $32 Shares 900 Est. Cost $30.90 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $32 Shares 474 Est. Cost $58.11 Unrealized -2.2%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $31 Shares 359 Est. Cost $94.48 Unrealized -19.0%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $30 Shares 500 Est. Cost $55.58 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $30 Shares 300 Est. Cost $69.58 Unrealized +25.0%
MMM 3M CO COM 0.0%
Value ($000) $29 Shares 275 Est. Cost $107.51 Unrealized -21.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $28 Shares 3,300 Est. Cost $8.51 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 350 Est. Cost $80.22 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $27 Shares 830 Est. Cost $27.43 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $27 Shares 496 Est. Cost $43.00 Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $26 Shares 700 Est. Cost $39.69 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $25 Shares 2,118 Est. Cost $14.16 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $25 Shares 2,120 Est. Cost $12.74 Unrealized
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $50.00 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $24 Shares 676 Est. Cost $18.93 Unrealized +79.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $24 Shares 14 Est. Cost $30.32 Unrealized +3.6%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $23 Shares 1,950 Est. Cost $12.58 Unrealized -1.9%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $23 Shares 93 Est. Cost $195.77 Unrealized +11.2%
TRUP TRUPANION INC COM 0.0%
Value ($000) $23 Shares 525 Est. Cost $40.19 Unrealized +34.6%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 161 Est. Cost $128.90 Unrealized +11.1%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $22 Shares 279 Est. Cost $47.25 Unrealized +67.3%
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $21 Shares 1,147 Est. Cost $16.32 Unrealized +17.0%
NSSC NAPCO SEC TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 562 Est. Cost $30.76 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $21 Shares 246 Est. Cost $63.02 Unrealized +14.2%
XYL XYLEM INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $72.55 Unrealized +39.1%
CPRT COPART INC COM 0.0%
Value ($000) $21 Shares 278 Est. Cost $29.28 Unrealized +16.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $20 Shares 123 Est. Cost $117.85 Unrealized +37.3%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $20 Shares 49 Est. Cost $381.80 Unrealized +6.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $20 Shares 121 Est. Cost $151.71 Unrealized +5.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $20 Shares 65 Est. Cost $295.02 Unrealized 0.0%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $19 Shares 1,617 Est. Cost $22.57 Unrealized -36.6%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $19 Shares 421 Est. Cost $47.12 Unrealized +1.7%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $18 Shares 333 Est. Cost $57.06 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $18 Shares 917 Est. Cost $11.05 Unrealized +10.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $18 Shares 245 Est. Cost $63.99 Unrealized +5.9%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $17 Shares 43 Est. Cost $407.64 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $17 Shares 370 Est. Cost $55.07 Unrealized -15.5%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $16 Shares 529 Est. Cost $33.57 Unrealized +2.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $16 Shares 125 Est. Cost $125.66 Unrealized +7.1%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $16 Shares 233 Est. Cost $89.80 Unrealized -35.1%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $16 Shares 340 Est. Cost $37.21 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.85 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $15 Shares 164 Est. Cost $86.08 Unrealized -1.5%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $15 Shares 240 Est. Cost $52.12 Unrealized +15.8%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $15 Shares 80 Est. Cost $154.15 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $15 Shares 64 Est. Cost $400.22 Unrealized -48.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $15 Shares 207 Est. Cost $38.35 Unrealized +59.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $14 Shares 410 Est. Cost $36.01 Unrealized +0.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $14 Shares 143 Est. Cost $87.68 Unrealized +13.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $14 Shares 139 Est. Cost $75.54 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $35.05 Unrealized +3.5%
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $14 Shares 761 Est. Cost $41.99 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $13 Shares 438 Est. Cost $28.95 Unrealized -1.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $126.54 Unrealized -3.3%
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $13 Shares 440 Est. Cost $24.62 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $12 Shares 73 Est. Cost $212.68 Unrealized -27.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $12 Shares 352 Est. Cost $35.98 Unrealized -14.2%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $12 Shares 250 Est. Cost $42.60 Unrealized +11.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $12 Shares 216 Est. Cost $51.28 Unrealized 0.0%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $11 Shares 209 Est. Cost $64.49 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $11 Shares 99 Est. Cost $191.77 Unrealized -39.7%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $11 Shares 13 Est. Cost $614.65 Unrealized +22.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $10 Shares 40 Est. Cost $261.06 Unrealized 0.0%
LKQ LKQ CORP COM 0.0%
Value ($000) $10 Shares 180 Est. Cost $48.13 Unrealized +7.9%
VNM VANECK VIETNAM ETF 0.0%
Value ($000) $10 Shares 827 Est. Cost $12.18 Unrealized
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $10 Shares 563 Est. Cost $15.41 Unrealized +15.1%
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $10 Shares 300 Est. Cost $82.78 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $10 Shares 221 Est. Cost $48.45 Unrealized -6.9%
EOG EOG RES INC COM 0.0%
Value ($000) $10 Shares 84 Est. Cost $81.42 Unrealized +34.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.48 Unrealized +5.1%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $9 Shares 36 Est. Cost $177.44 Unrealized +55.6%
AMGN AMGEN INC COM 0.0%
Value ($000) $9 Shares 38 Est. Cost $204.97 Unrealized +9.3%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $9 Shares 183 Est. Cost $31.20 Unrealized +51.1%
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $9 Shares 222 Est. Cost $33.68 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $9 Shares 500 Est. Cost $19.72 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $156.30 Unrealized +50.8%
GLOBAL X CLEANTECH ETF 0.0%
Value ($000) $9 Shares 553 Est. Cost $22.01 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $9 Shares 78 Est. Cost $208.26 Unrealized -40.5%
ITT ITT INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $50.19 Unrealized +75.1%
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $15.15 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $8 Shares 400 Est. Cost $21.90 Unrealized 0.0%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $289.49 Unrealized -16.8%
WILLF DEMANT A S SHS 0.0%
Value ($000) $7 Shares 200 Est. Cost $56.69 Unrealized -47.4%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $286.25 Unrealized +11.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $381.05 Unrealized +13.7%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $6 Shares 33 Est. Cost $133.19 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $6 Shares 331 Est. Cost $37.13 Unrealized
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 -45.1%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $68.73 Unrealized -8.5%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $5 Shares 387 Est. Cost $15.50 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $4 Shares 173 Est. Cost $32.18 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $233.56 Unrealized -31.7%
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
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $4 Shares 12 Est. Cost $308.72 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $83.64 Unrealized -11.1%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $158.49 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.17 Unrealized +47.4%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $416.96 Unrealized -17.5%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $122.54 Unrealized
ISHARES MSCI FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $33.94 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $228.44 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $15.74 Unrealized -61.5%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $237.43 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $30.75 Unrealized +4.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $453.00 Unrealized -33.3%
TABULA RASA HEALTHCARE INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $12.00 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $45.57 Unrealized -18.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $45.61 Unrealized -43.2%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $93.75 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $73.42 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $3 Shares 69 Est. Cost $40.78 Unrealized -5.3%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 136 Est. Cost $14.22 Unrealized +7.2%
FLWS 1 800 FLOWERS COM INC CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $26.68 Unrealized -61.7%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.60 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $45.39 Unrealized +11.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 127 Est. Cost $18.55 Unrealized -23.3%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $131.02 Unrealized -75.5%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $2 Shares 37 Est. Cost $77.54 Unrealized -35.8%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $34.01 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $71.52 Unrealized -42.3%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $2 Shares 366 Est. Cost $2.07 Unrealized +117.3%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $132.83 Unrealized -53.6%
LWLG LIGHTWAVE LOGIC INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $0.68 Unrealized +721.3%
ZS ZSCALER INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $86.69 Unrealized +38.4%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
TRAK PARK CITY GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.36 Unrealized -6.3%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.04 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.65 Unrealized +43.5%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.15 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.77 Unrealized -13.1%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $1 Shares 12 Est. Cost $62.95 Unrealized +4.7%
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $1 Shares 3,102 Est. Cost $0.32 Unrealized
ETHE GRAYSCALE ETHEREUM TR ETH SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
TMPOQ TEMPO AUTOMATION HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.81 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $57.94 Unrealized -71.0%
FEDERAL NATL MTG ASSN PFD 8.25 SR T 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.50 Unrealized
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $1 Shares 869 Est. Cost $1.15 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $1 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
IZOZF IZOTROPIC CORP COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.83 Unrealized -48.0%
FIGS FIGS INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $35.42 Unrealized -78.3%
MATTERPORT INC COM CL A 0.0%
Value ($000) $0 Shares 80 Est. Cost $16.78 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.51 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $11.33 Unrealized -14.4%
IRONNET INC COM 0.0%
Value ($000) $0 Shares 550 Est. Cost $16.36 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.31 Unrealized
COCP COCRYSTAL PHARMA INC COM NEW 0.0%
Value ($000) $0 Shares 84 Est. Cost $2.57 Unrealized -13.0%
AMC ENTMT HLDGS INC PFD EQT UNIT 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
NOVABAY PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 86 Est. Cost $3.99 Unrealized
BASFY BASF SE SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.00 Unrealized
FNMA FEDERAL NATL MTG ASSN COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.13 Unrealized -60.2%
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
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.43 Unrealized -52.1%
VYGVQ VOYAGER DIGITAL LTD COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.17 Unrealized -81.6%
VNTH NANO MOBILE HEALTHCARE INC COM NEW 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +34.8%
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
TOUGHBUILT INDS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $1.17 Unrealized
OPUS OPUS MAGNUM AMERIS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.00 Unrealized +1202577.4%
TERRITORIAL RES INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BITCOIN SVCS INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.05 Unrealized
DOMARK INTERNATIONAL INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GLOBAL MARINE LTD COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
IPMG INTERNATIONAL PRECIOUS MINERAL COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.00 Unrealized 0.0%
CIRCA PICS & PRDTN CO INTL INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
MECKLERMEDIA CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized