NVWM, LLC Diversified Active

CIK: 0001697274 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value ($000): $307,565 (100.0% shares, 0.0% debt)

Holdings (466)

MSFT MICROSOFT CORP COM 4.2%
Value ($000) $12,854 Shares 37,745 Est. Cost $98.19 Unrealized +212.9%
AAPL APPLE INC COM 4.0%
Value ($000) $12,153 Shares 62,686 Est. Cost $104.09 Unrealized +65.3%
AMZN AMAZON COM INC COM 3.0%
Value ($000) $9,268 Shares 71,093 Est. Cost $121.63 Unrealized -6.1%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.9%
Value ($000) $9,006 Shares 93,232 Est. Cost $97.21 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 2.6%
Value ($000) $8,031 Shares 163,372 Est. Cost $49.75 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.6%
Value ($000) $8,019 Shares 66,993 Est. Cost $108.19 Unrealized +5.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2.0%
Value ($000) $6,149 Shares 56,857 Est. Cost $109.02 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 1.7%
Value ($000) $5,100 Shares 101,361 Est. Cost $50.28 Unrealized
GLD SPDR GOLD SHARES 1.7%
Value ($000) $5,091 Shares 28,555 Est. Cost $174.27 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 1.6%
Value ($000) $4,912 Shares 47,719 Est. Cost $104.99 Unrealized
IAU ISHARES GOLD TRUST 1.3%
Value ($000) $3,854 Shares 105,905 Est. Cost $35.18 Unrealized
V VISA INC COM CL A 1.1%
Value ($000) $3,435 Shares 14,462 Est. Cost $143.14 Unrealized +56.8%
META META PLATFORMS INC CL A 1.1%
Value ($000) $3,326 Shares 11,615 Est. Cost $203.67 Unrealized +20.3%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 1.1%
Value ($000) $3,297 Shares 38,094 Est. Cost $85.89 Unrealized
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $3,256 Shares 22,388 Est. Cost $93.12 Unrealized +39.2%
NFLX NETFLIX INC COM 1.1%
Value ($000) $3,244 Shares 7,364 Est. Cost $37.10 Unrealized -0.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.0%
Value ($000) $3,206 Shares 14,555 Est. Cost $207.78 Unrealized
NVDA NVIDIA CORPORATION COM 1.0%
Value ($000) $3,103 Shares 7,335 Est. Cost $15.14 Unrealized +119.1%
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $2,945 Shares 40,627 Est. Cost $71.58 Unrealized
AXP AMERICAN EXPRESS CO COM 0.9%
Value ($000) $2,906 Shares 16,682 Est. Cost $127.84 Unrealized +22.2%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.9%
Value ($000) $2,894 Shares 5,919 Est. Cost $273.32 Unrealized +47.4%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $2,881 Shares 6,499 Est. Cost $344.13 Unrealized
ZTS ZOETIS INC CL A 0.9%
Value ($000) $2,831 Shares 16,437 Est. Cost $90.38 Unrealized +86.0%
LLY LILLY ELI & CO COM 0.9%
Value ($000) $2,789 Shares 5,947 Est. Cost $198.65 Unrealized +107.1%
AMAT APPLIED MATLS INC COM 0.9%
Value ($000) $2,636 Shares 18,237 Est. Cost $55.67 Unrealized +119.6%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.9%
Value ($000) $2,622 Shares 52,297 Est. Cost $50.34 Unrealized
DIS DISNEY WALT CO COM 0.8%
Value ($000) $2,571 Shares 28,799 Est. Cost $114.14 Unrealized -18.9%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,562 Shares 8,247 Est. Cost $185.91 Unrealized +48.7%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $2,541 Shares 4,720 Est. Cost $325.08 Unrealized +49.9%
SON SONOCO PRODS CO COM 0.8%
Value ($000) $2,540 Shares 43,040 Est. Cost $38.87 Unrealized +39.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.8%
Value ($000) $2,502 Shares 8,108 Est. Cost $225.76 Unrealized +23.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $2,463 Shares 7,222 Est. Cost $243.42 Unrealized +34.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.8%
Value ($000) $2,438 Shares 33,379 Est. Cost $70.10 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.8%
Value ($000) $2,370 Shares 20,806 Est. Cost $68.62 Unrealized +51.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.8%
Value ($000) $2,313 Shares 4,434 Est. Cost $352.75 Unrealized +51.7%
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $2,303 Shares 23,251 Est. Cost $81.97 Unrealized +18.7%
SLB SCHLUMBERGER LTD COM STK 0.7%
Value ($000) $2,253 Shares 45,865 Est. Cost $33.42 Unrealized +33.2%
CRM SALESFORCE INC COM 0.7%
Value ($000) $2,244 Shares 10,624 Est. Cost $176.33 Unrealized +14.4%
UNP UNION PAC CORP COM 0.7%
Value ($000) $2,187 Shares 10,686 Est. Cost $153.20 Unrealized +22.1%
ABT ABBOTT LABS COM 0.7%
Value ($000) $2,161 Shares 19,822 Est. Cost $86.81 Unrealized +16.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.7%
Value ($000) $2,113 Shares 15,917 Est. Cost $109.01 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.7%
Value ($000) $2,067 Shares 66,831 Est. Cost $34.26 Unrealized
ARISTA NETWORKS INC COM 0.7%
Value ($000) $2,065 Shares 12,740 Est. Cost $161.68 Unrealized
WMT WALMART INC COM 0.7%
Value ($000) $2,016 Shares 12,829 Est. Cost $34.24 Unrealized +43.0%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $2,009 Shares 27,075 Est. Cost $65.71 Unrealized +6.5%
DHR DANAHER CORPORATION COM 0.6%
Value ($000) $1,916 Shares 7,982 Est. Cost $115.78 Unrealized +80.3%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $1,910 Shares 3,973 Est. Cost $341.08 Unrealized +36.3%
ABBV ABBVIE INC COM 0.6%
Value ($000) $1,839 Shares 13,648 Est. Cost $86.46 Unrealized +54.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.6%
Value ($000) $1,803 Shares 22,235 Est. Cost $84.27 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.5%
Value ($000) $1,642 Shares 29,275 Est. Cost $60.66 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,598 Shares 5,356 Est. Cost $164.47 Unrealized +66.0%
MS MORGAN STANLEY COM NEW 0.5%
Value ($000) $1,580 Shares 18,506 Est. Cost $75.33 Unrealized +4.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,519 Shares 10,152 Est. Cost $136.41 Unrealized
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,510 Shares 3,839 Est. Cost $234.39 Unrealized +57.8%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $1,508 Shares 8,696 Est. Cost $85.37 Unrealized +86.0%
DE DEERE & CO COM 0.5%
Value ($000) $1,494 Shares 3,687 Est. Cost $341.64 Unrealized +7.7%
F FORD MTR CO DEL COM 0.5%
Value ($000) $1,481 Shares 97,879 Est. Cost $8.71 Unrealized +22.7%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.5%
Value ($000) $1,445 Shares 45,960 Est. Cost $27.26 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value ($000) $1,443 Shares 19,854 Est. Cost $71.84 Unrealized
AVGO BROADCOM INC COM 0.5%
Value ($000) $1,420 Shares 1,637 Est. Cost $47.23 Unrealized +45.5%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,394 Shares 7,524 Est. Cost $118.40 Unrealized +44.1%
VRSK VERISK ANALYTICS INC COM 0.5%
Value ($000) $1,393 Shares 6,164 Est. Cost $188.28 Unrealized +9.7%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $1,377 Shares 5,388 Est. Cost $92.12 Unrealized +13.0%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,350 Shares 8,897 Est. Cost $117.63 Unrealized +20.1%
ON ON SEMICONDUCTOR CORP COM 0.4%
Value ($000) $1,345 Shares 14,222 Est. Cost $61.23 Unrealized +35.1%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,336 Shares 32,153 Est. Cost $34.24 Unrealized +7.1%
UBER UBER TECHNOLOGIES INC COM 0.4%
Value ($000) $1,332 Shares 30,860 Est. Cost $34.87 Unrealized +6.6%
INMD INMODE LTD SHS 0.4%
Value ($000) $1,318 Shares 35,275 Est. Cost $41.36 Unrealized -15.5%
BAC BANK AMERICA CORP COM 0.4%
Value ($000) $1,316 Shares 45,859 Est. Cost $31.71 Unrealized -16.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,296 Shares 11,104 Est. Cost $111.37 Unrealized
TSLA TESLA INC COM 0.4%
Value ($000) $1,264 Shares 4,830 Est. Cost $240.62 Unrealized -16.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,250 Shares 7,191 Est. Cost $107.79 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,250 Shares 24,171 Est. Cost $48.49 Unrealized -6.1%
MRVL MARVELL TECHNOLOGY INC COM 0.4%
Value ($000) $1,245 Shares 20,819 Est. Cost $47.65 Unrealized +1.0%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $1,244 Shares 29,147 Est. Cost $33.80 Unrealized +11.4%
AMLP ALERIAN MLP ETF 0.4%
Value ($000) $1,212 Shares 30,909 Est. Cost $36.21 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.4%
Value ($000) $1,207 Shares 20,529 Est. Cost $62.10 Unrealized -7.7%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,204 Shares 5,804 Est. Cost $138.51 Unrealized +26.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.4%
Value ($000) $1,193 Shares 1,646 Est. Cost $559.33 Unrealized
MELI MERCADOLIBRE INC COM 0.4%
Value ($000) $1,176 Shares 993 Est. Cost $1319.16 Unrealized -4.7%
NKE NIKE INC CL B 0.4%
Value ($000) $1,168 Shares 10,554 Est. Cost $89.57 Unrealized +24.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.4%
Value ($000) $1,166 Shares 4,972 Est. Cost $132.09 Unrealized +64.8%
LAM RESEARCH CORP COM 0.4%
Value ($000) $1,145 Shares 1,777 Est. Cost $379.41 Unrealized
SNPS SYNOPSYS INC COM 0.4%
Value ($000) $1,125 Shares 2,584 Est. Cost $179.35 Unrealized +124.6%
LULU LULULEMON ATHLETICA INC COM 0.4%
Value ($000) $1,109 Shares 2,930 Est. Cost $334.19 Unrealized +10.4%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,104 Shares 6,669 Est. Cost $117.77 Unrealized +26.4%
NOW SERVICENOW INC COM 0.4%
Value ($000) $1,102 Shares 1,961 Est. Cost $48.31 Unrealized +107.0%
INDA ISHARES MSCI INDIA ETF 0.3%
Value ($000) $1,065 Shares 24,360 Est. Cost $48.23 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $1,051 Shares 3,189 Est. Cost $238.28 Unrealized +15.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $1,047 Shares 21,250 Est. Cost $48.80 Unrealized
IT GARTNER INC COM 0.3%
Value ($000) $1,047 Shares 2,988 Est. Cost $320.81 Unrealized +1.5%
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $1,024 Shares 2,038 Est. Cost $265.20 Unrealized +80.7%
LNG CHENIERE ENERGY INC COM NEW 0.3%
Value ($000) $1,022 Shares 6,706 Est. Cost $128.21 Unrealized +15.5%
CLH CLEAN HARBORS INC COM 0.3%
Value ($000) $1,016 Shares 6,177 Est. Cost $116.83 Unrealized +25.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,008 Shares 11,234 Est. Cost $73.20 Unrealized +16.3%
GM GENERAL MTRS CO COM 0.3%
Value ($000) $1,001 Shares 25,952 Est. Cost $46.08 Unrealized -27.0%
INTU INTUIT COM 0.3%
Value ($000) $987 Shares 2,155 Est. Cost $403.70 Unrealized +6.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $987 Shares 6,717 Est. Cost $125.14 Unrealized +11.4%
QQQ INVESCO QQQ TRUST SERIES I 0.3%
Value ($000) $982 Shares 2,657 Est. Cost $324.59 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value ($000) $971 Shares 15,509 Est. Cost $47.38 Unrealized +20.5%
KLAC KLA CORP COM NEW 0.3%
Value ($000) $960 Shares 1,979 Est. Cost $378.81 Unrealized +7.7%
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.3%
Value ($000) $958 Shares 13,703 Est. Cost $69.92 Unrealized
DJP IPATH BLOOMBERG CMDTY TR ETN 0.3%
Value ($000) $950 Shares 31,089 Est. Cost $28.75 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $942 Shares 10,696 Est. Cost $83.32 Unrealized -4.7%
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $942 Shares 4,834 Est. Cost $171.77 Unrealized +3.0%
MRK MERCK & CO INC COM 0.3%
Value ($000) $940 Shares 8,142 Est. Cost $78.97 Unrealized +32.3%
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $938 Shares 4,562 Est. Cost $111.01 Unrealized +52.4%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $909 Shares 17,483 Est. Cost $56.73 Unrealized
IR INGERSOLL RAND INC COM 0.3%
Value ($000) $892 Shares 13,655 Est. Cost $50.89 Unrealized +15.9%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $878 Shares 4,900 Est. Cost $90.94 Unrealized +70.0%
BA BOEING CO COM 0.3%
Value ($000) $877 Shares 4,152 Est. Cost $164.08 Unrealized +26.6%
CONSOL ENERGY INC NEW COM 0.3%
Value ($000) $873 Shares 12,879 Est. Cost $58.27 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $872 Shares 2,492 Est. Cost $349.53 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $868 Shares 10,239 Est. Cost $53.01 Unrealized +43.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.3%
Value ($000) $859 Shares 2,441 Est. Cost $304.50 Unrealized +10.7%
FTNT FORTINET INC COM 0.3%
Value ($000) $851 Shares 11,257 Est. Cost $67.59 Unrealized +0.6%
ICF ISHARES COHEN & STEERS REIT ETF 0.3%
Value ($000) $850 Shares 15,288 Est. Cost $55.54 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.3%
Value ($000) $827 Shares 1,791 Est. Cost $344.80 Unrealized +12.6%
GWW GRAINGER W W INC COM 0.3%
Value ($000) $825 Shares 1,046 Est. Cost $616.46 Unrealized +9.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.3%
Value ($000) $824 Shares 13,120 Est. Cost $61.10 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.3%
Value ($000) $821 Shares 2,374 Est. Cost $271.98 Unrealized
MP MP MATERIALS CORP COM CL A 0.3%
Value ($000) $817 Shares 35,702 Est. Cost $34.72 Unrealized -34.0%
PFE PFIZER INC COM 0.3%
Value ($000) $816 Shares 22,252 Est. Cost $40.27 Unrealized -17.5%
LVMUY LVMH MOET HENNESSY LOU VUITTON ADR 0.3%
Value ($000) $809 Shares 4,285 Est. Cost $186.43 Unrealized
MRNA MODERNA INC COM 0.3%
Value ($000) $792 Shares 6,515 Est. Cost $153.32 Unrealized -13.0%
DXCM DEXCOM INC COM 0.3%
Value ($000) $790 Shares 6,145 Est. Cost $113.90 Unrealized +6.2%
DDOG DATADOG INC CL A COM 0.3%
Value ($000) $786 Shares 7,990 Est. Cost $83.58 Unrealized +0.1%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $784 Shares 8,534 Est. Cost $91.47 Unrealized
SHEL SHELL PLC SPON ADS 0.3%
Value ($000) $783 Shares 12,963 Est. Cost $52.59 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $776 Shares 14,023 Est. Cost $55.44 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $753 Shares 3,059 Est. Cost $203.05 Unrealized +5.3%
HAL HALLIBURTON CO COM 0.2%
Value ($000) $742 Shares 22,500 Est. Cost $29.83 Unrealized -0.5%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $742 Shares 7,774 Est. Cost $75.95 Unrealized +16.6%
VIR VIR BIOTECHNOLOGY INC COM 0.2%
Value ($000) $732 Shares 29,847 Est. Cost $25.48 Unrealized -1.5%
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $722 Shares 2,718 Est. Cost $222.97 Unrealized +3.2%
PWR QUANTA SVCS INC COM 0.2%
Value ($000) $692 Shares 3,523 Est. Cost $153.11 Unrealized +13.6%
VMC VULCAN MATLS CO COM 0.2%
Value ($000) $683 Shares 3,029 Est. Cost $173.63 Unrealized +8.2%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $683 Shares 8,106 Est. Cost $79.13 Unrealized +1.0%
CB CHUBB LIMITED COM 0.2%
Value ($000) $676 Shares 3,509 Est. Cost $202.74 Unrealized -6.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $670 Shares 4,242 Est. Cost $150.55 Unrealized
ATI ATI INC COM 0.2%
Value ($000) $663 Shares 14,993 Est. Cost $37.76 Unrealized +1.3%
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $632 Shares 4,777 Est. Cost $125.29 Unrealized -2.2%
RACE FERRARI N V COM 0.2%
Value ($000) $628 Shares 1,923 Est. Cost $253.52 Unrealized +14.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $617 Shares 6,298 Est. Cost $98.82 Unrealized
HUBS HUBSPOT INC COM 0.2%
Value ($000) $607 Shares 1,140 Est. Cost $468.65 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $599 Shares 6,347 Est. Cost $86.92 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.2%
Value ($000) $598 Shares 6,670 Est. Cost $74.27 Unrealized -0.6%
BOOT BOOT BARN HLDGS INC COM 0.2%
Value ($000) $585 Shares 6,909 Est. Cost $76.66 Unrealized -4.3%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $562 Shares 2,544 Est. Cost $28.14 Unrealized +55.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $558 Shares 3,420 Est. Cost $110.67 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $518 Shares 1 Est. Cost $284799.47 Unrealized +74.8%
VNM VANECK VIETNAM ETF 0.2%
Value ($000) $514 Shares 38,672 Est. Cost $13.28 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $507 Shares 6,121 Est. Cost $75.39 Unrealized
AXON AXON ENTERPRISE INC COM 0.2%
Value ($000) $503 Shares 2,578 Est. Cost $207.16 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $499 Shares 1,124 Est. Cost $452.45 Unrealized -2.2%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $496 Shares 4,427 Est. Cost $119.41 Unrealized -19.3%
MPWR MONOLITHIC PWR SYS INC COM 0.2%
Value ($000) $492 Shares 910 Est. Cost $433.14 Unrealized +7.4%
EWW ISHARES MSCI MEXICO ETF 0.2%
Value ($000) $487 Shares 7,824 Est. Cost $59.53 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $481 Shares 9,583 Est. Cost $51.33 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $473 Shares 1,467 Est. Cost $294.23 Unrealized +4.6%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $471 Shares 1,034 Est. Cost $449.52 Unrealized -3.5%
PI IMPINJ INC COM 0.2%
Value ($000) $466 Shares 5,199 Est. Cost $106.55 Unrealized 0.0%
DT DYNATRACE INC COM NEW 0.2%
Value ($000) $466 Shares 9,054 Est. Cost $46.87 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $455 Shares 967 Est. Cost $405.93 Unrealized +20.7%
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $445 Shares 12,725 Est. Cost $32.80 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $442 Shares 2,900 Est. Cost $154.29 Unrealized
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $439 Shares 2,493 Est. Cost $165.57 Unrealized -1.8%
EIDO ISHARES MSCI INDONESIA ETF 0.1%
Value ($000) $428 Shares 18,558 Est. Cost $22.43 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $425 Shares 20,193 Est. Cost $21.04 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $419 Shares 5,041 Est. Cost $88.15 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $408 Shares 2,935 Est. Cost $135.67 Unrealized -0.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $404 Shares 988 Est. Cost $351.20 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 0.1%
Value ($000) $403 Shares 15,212 Est. Cost $26.07 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $399 Shares 8,158 Est. Cost $48.88 Unrealized
T AT&T INC COM 0.1%
Value ($000) $397 Shares 24,883 Est. Cost $15.33 Unrealized -3.5%
EWY ISHARES MSCI SOUTH KOREA ETF 0.1%
Value ($000) $387 Shares 6,104 Est. Cost $63.38 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $378 Shares 2,225 Est. Cost $111.55 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $377 Shares 1,369 Est. Cost $236.71 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $356 Shares 3,315 Est. Cost $98.55 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $343 Shares 4,223 Est. Cost $81.53 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $342 Shares 2,828 Est. Cost $109.33 Unrealized +5.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $338 Shares 3,450 Est. Cost $106.43 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $298 Shares 1,800 Est. Cost $159.90 Unrealized
NVCR NOVOCURE LTD ORD SHS 0.1%
Value ($000) $289 Shares 6,974 Est. Cost $30.79 Unrealized +101.7%
CROX CROCS INC COM 0.1%
Value ($000) $286 Shares 2,541 Est. Cost $91.20 Unrealized +30.7%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $282 Shares 2,623 Est. Cost $118.55 Unrealized
IDA IDACORP INC COM 0.1%
Value ($000) $271 Shares 2,641 Est. Cost $102.75 Unrealized +4.6%
EQIX EQUINIX INC COM 0.1%
Value ($000) $251 Shares 320 Est. Cost $639.12 Unrealized +8.3%
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $230 Shares 4,563 Est. Cost $34.21 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $225 Shares 5,698 Est. Cost $36.89 Unrealized
GLNG GOLAR LNG LTD SHS 0.1%
Value ($000) $223 Shares 11,055 Est. Cost $21.69 Unrealized -9.8%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $209 Shares 1,702 Est. Cost $92.55 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $203 Shares 2,680 Est. Cost $76.26 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $185 Shares 3,599 Est. Cost $50.13 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value ($000) $183 Shares 1,832 Est. Cost $101.54 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $158 Shares 165 Est. Cost $29.58 Unrealized +106.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $144 Shares 1,267 Est. Cost $108.61 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $142 Shares 590 Est. Cost $206.31 Unrealized +0.7%
KO COCA COLA CO COM 0.0%
Value ($000) $141 Shares 2,325 Est. Cost $53.58 Unrealized +7.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $136 Shares 800 Est. Cost $227.80 Unrealized -17.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $133 Shares 1,190 Est. Cost $64.61 Unrealized +56.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $131 Shares 929 Est. Cost $144.74 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $124 Shares 1,920 Est. Cost $43.00 Unrealized +31.5%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $124 Shares 808 Est. Cost $75.48 Unrealized +83.5%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $124 Shares 2,151 Est. Cost $21.94 Unrealized +127.5%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $117 Shares 1,581 Est. Cost $69.90 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $117 Shares 1,764 Est. Cost $60.51 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $115 Shares 3,093 Est. Cost $36.72 Unrealized -15.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $112 Shares 3,075 Est. Cost $45.96 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $102 Shares 773 Est. Cost $111.26 Unrealized +21.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $101 Shares 3,000 Est. Cost $31.20 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $101 Shares 884 Est. Cost $99.98 Unrealized -9.5%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $98 Shares 772 Est. Cost $119.46 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $94 Shares 400 Est. Cost $108.30 Unrealized +90.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $93 Shares 1,330 Est. Cost $50.97 Unrealized +28.1%
DOV DOVER CORP COM 0.0%
Value ($000) $88 Shares 598 Est. Cost $121.48 Unrealized +14.0%
BARRISTER GLOBAL SERVICES NETW COM 0.0%
Value ($000) $82 Shares 7,472 Est. Cost $10.92 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $81 Shares 1,617 Est. Cost $50.36 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $81 Shares 3,450 Est. Cost $20.29 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value ($000) $78 Shares 3,600 Est. Cost $21.05 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $77 Shares 527 Est. Cost $60.21 Unrealized +14.2%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $72 Shares 1,100 Est. Cost $65.08 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $68 Shares 275 Est. Cost $247.27 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $65 Shares 1,053 Est. Cost $54.38 Unrealized +11.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $64 Shares 684 Est. Cost $92.99 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $64 Shares 2,400 Est. Cost $17.35 Unrealized +28.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $64 Shares 828 Est. Cost $72.31 Unrealized +0.8%
XYL XYLEM INC COM 0.0%
Value ($000) $63 Shares 563 Est. Cost $91.85 Unrealized +11.6%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $63 Shares 1,461 Est. Cost $39.40 Unrealized
KMLM KFA MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF 0.0%
Value ($000) $63 Shares 2,065 Est. Cost $32.96 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $63 Shares 1,260 Est. Cost $17.13 Unrealized +148.2%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $60 Shares 595 Est. Cost $61.47 Unrealized +48.5%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $59 Shares 275 Est. Cost $197.37 Unrealized +3.7%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $59 Shares 630 Est. Cost $75.01 Unrealized -0.7%
VFC V F CORP COM 0.0%
Value ($000) $59 Shares 3,094 Est. Cost $26.11 Unrealized -21.5%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $59 Shares 200 Est. Cost $275.98 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $58 Shares 1,037 Est. Cost $48.68 Unrealized +4.1%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $58 Shares 1,800 Est. Cost $33.74 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $58 Shares 3,425 Est. Cost $12.44 Unrealized +14.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $57 Shares 560 Est. Cost $111.86 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $55 Shares 450 Est. Cost $99.20 Unrealized +13.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $54 Shares 645 Est. Cost $94.17 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $24.13 Unrealized +4.2%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $53 Shares 400 Est. Cost $125.76 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $53 Shares 425 Est. Cost $33.73 Unrealized +68.9%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $52 Shares 890 Est. Cost $35.15 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $52 Shares 1,600 Est. Cost $32.88 Unrealized
GRBK GREEN BRICK PARTNERS INC COM 0.0%
Value ($000) $51 Shares 900 Est. Cost $30.90 Unrealized +50.6%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $50.54 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $49 Shares 774 Est. Cost $79.06 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $46 Shares 206 Est. Cost $100.44 Unrealized +96.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $46 Shares 175 Est. Cost $199.57 Unrealized +21.2%
AZO AUTOZONE INC COM 0.0%
Value ($000) $42 Shares 17 Est. Cost $1935.03 Unrealized +31.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $42 Shares 162 Est. Cost $261.48 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $42 Shares 168 Est. Cost $206.43 Unrealized +6.4%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $41 Shares 15,000 Est. Cost $3.67 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $41 Shares 500 Est. Cost $55.58 Unrealized +28.1%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $40 Shares 254 Est. Cost $114.79 Unrealized +24.8%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $40 Shares 180 Est. Cost $184.71 Unrealized +10.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $38 Shares 350 Est. Cost $62.39 Unrealized +59.7%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $36 Shares 481 Est. Cost $66.31 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $36 Shares 368 Est. Cost $97.64 Unrealized
CPRX CATALYST PHARMACEUTICALS INC COM 0.0%
Value ($000) $36 Shares 2,672 Est. Cost $16.50 Unrealized -12.8%
LAKELAND BANCORP INC COM 0.0%
Value ($000) $35 Shares 2,611 Est. Cost $14.55 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $35 Shares 4,000 Est. Cost $10.05 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $34 Shares 254 Est. Cost $134.87 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $34 Shares 837 Est. Cost $29.30 Unrealized +27.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 429 Est. Cost $80.00 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $34 Shares 650 Est. Cost $62.53 Unrealized -23.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $33 Shares 240 Est. Cost $116.80 Unrealized +10.3%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $32 Shares 3,000 Est. Cost $13.39 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $32 Shares 330 Est. Cost $70.93 Unrealized +19.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $32 Shares 1,600 Est. Cost $24.66 Unrealized -28.6%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $31 Shares 3,303 Est. Cost $8.51 Unrealized
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $30 Shares 2,044 Est. Cost $19.04 Unrealized -36.1%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $30 Shares 359 Est. Cost $94.48 Unrealized -22.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $30 Shares 14 Est. Cost $30.32 Unrealized +30.5%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $29 Shares 700 Est. Cost $39.69 Unrealized +8.3%
MMM 3M CO COM 0.0%
Value ($000) $28 Shares 275 Est. Cost $107.51 Unrealized -27.9%
HUM HUMANA INC COM 0.0%
Value ($000) $27 Shares 61 Est. Cost $464.03 Unrealized +5.2%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $27 Shares 343 Est. Cost $78.26 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $26 Shares 481 Est. Cost $53.47 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $26 Shares 225 Est. Cost $116.60 Unrealized -12.2%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $26 Shares 279 Est. Cost $47.25 Unrealized +72.2%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $25 Shares 830 Est. Cost $27.43 Unrealized
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $50.00 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $23 Shares 433 Est. Cost $43.34 Unrealized +20.5%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $23 Shares 463 Est. Cost $43.00 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $23 Shares 421 Est. Cost $47.12 Unrealized +0.2%
CPRT COPART INC COM 0.0%
Value ($000) $23 Shares 250 Est. Cost $29.28 Unrealized +41.6%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $23 Shares 121 Est. Cost $151.71 Unrealized +12.3%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $23 Shares 123 Est. Cost $117.85 Unrealized +43.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $22 Shares 115 Est. Cost $191.00 Unrealized -6.8%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $22 Shares 676 Est. Cost $18.93 Unrealized +57.8%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $21 Shares 1,950 Est. Cost $12.58 Unrealized -25.9%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $21 Shares 65 Est. Cost $295.02 Unrealized -2.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $104.68 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $20 Shares 245 Est. Cost $63.99 Unrealized +13.5%
ORCL ORACLE CORP COM 0.0%
Value ($000) $20 Shares 166 Est. Cost $86.25 Unrealized +16.4%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $20 Shares 49 Est. Cost $381.80 Unrealized +2.8%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $20 Shares 333 Est. Cost $57.06 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $19 Shares 410 Est. Cost $36.01 Unrealized -0.3%
NSSC NAPCO SEC TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 562 Est. Cost $30.76 Unrealized +9.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $19 Shares 246 Est. Cost $63.02 Unrealized +23.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $19 Shares 42 Est. Cost $445.71 Unrealized
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $18 Shares 1,147 Est. Cost $16.32 Unrealized -16.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $18 Shares 279 Est. Cost $64.80 Unrealized -9.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $18 Shares 917 Est. Cost $11.05 Unrealized +14.3%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $17 Shares 80 Est. Cost $154.15 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 132 Est. Cost $128.90 Unrealized -3.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $16 Shares 125 Est. Cost $125.66 Unrealized -12.1%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $15 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
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $15 Shares 207 Est. Cost $38.35 Unrealized +78.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $15 Shares 330 Est. Cost $35.19 Unrealized +3.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $15 Shares 143 Est. Cost $87.68 Unrealized +7.8%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $15 Shares 564 Est. Cost $33.01 Unrealized -25.8%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $15 Shares 438 Est. Cost $28.95 Unrealized -3.9%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $15 Shares 233 Est. Cost $89.80 Unrealized -37.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $126.54 Unrealized +4.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $14 Shares 212 Est. Cost $67.50 Unrealized
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $14 Shares 440 Est. Cost $24.62 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $14 Shares 240 Est. Cost $52.12 Unrealized +15.7%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $13 Shares 72 Est. Cost $216.74 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $13 Shares 133 Est. Cost $96.70 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $13 Shares 352 Est. Cost $35.98 Unrealized -10.8%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $13 Shares 219 Est. Cost $49.60 Unrealized 0.0%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $13 Shares 44 Est. Cost $277.13 Unrealized
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $249.26 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $12 Shares 216 Est. Cost $51.28 Unrealized +10.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $12 Shares 250 Est. Cost $46.18 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $11 Shares 500 Est. Cost $19.72 Unrealized +1.2%
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $11 Shares 663 Est. Cost $15.36 Unrealized -1.8%
MBB ISHARES MBS ETF 0.0%
Value ($000) $11 Shares 117 Est. Cost $93.26 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $11 Shares 209 Est. Cost $64.49 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $11 Shares 293 Est. Cost $34.12 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $10 Shares 128 Est. Cost $79.45 Unrealized 0.0%
TRUP TRUPANION INC COM 0.0%
Value ($000) $10 Shares 525 Est. Cost $40.19 Unrealized -29.8%
XPEL XPEL INC COM 0.0%
Value ($000) $10 Shares 122 Est. Cost $73.90 Unrealized 0.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $177.44 Unrealized +39.7%
ITT ITT INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $50.19 Unrealized +67.3%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $9 Shares 40 Est. Cost $261.06 Unrealized -12.7%
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $57.71 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $156.30 Unrealized +25.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.48 Unrealized +5.8%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $9 Shares 220 Est. Cost $48.45 Unrealized -13.4%
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $9 Shares 222 Est. Cost $33.68 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $15.15 Unrealized
WILLF DEMANT A S SHS 0.0%
Value ($000) $8 Shares 200 Est. Cost $56.69 Unrealized -31.4%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $289.49 Unrealized -15.8%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $8 Shares 178 Est. Cost $42.60 Unrealized +10.0%
GLOBAL X CLEANTECH ETF 0.0%
Value ($000) $8 Shares 553 Est. Cost $22.01 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $8 Shares 17 Est. Cost $389.95 Unrealized +10.7%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $212.68 Unrealized -23.7%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $7 Shares 96 Est. Cost $100.46 Unrealized -36.1%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $29.51 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $87.94 Unrealized -22.7%
PHOENIX COS INC NEW 7.45 QUIBS 2032 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.79 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $7 Shares 33 Est. Cost $133.19 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $7 Shares 78 Est. Cost $208.26 Unrealized -54.7%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $6 Shares 43 Est. Cost $191.77 Unrealized -40.6%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $6 Shares 241 Est. Cost $30.48 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $286.25 Unrealized +14.7%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $68.73 Unrealized -11.3%
PACIFIC GAS & ELEC CO PFD 1ST 5.50 0.0%
Value ($000) $6 Shares 300 Est. Cost $26.67 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $6 Shares 124 Est. Cost $45.47 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $6 Shares 58 Est. Cost $95.41 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $81.42 Unrealized +28.3%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $5 Shares 50 Est. Cost $97.02 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.72 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 600 Est. Cost $14.20 Unrealized -54.1%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $5 Shares 387 Est. Cost $15.50 Unrealized
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $4 Shares 125 Est. Cost $82.78 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $4 Shares 43 Est. Cost $75.12 Unrealized +6.3%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $233.56 Unrealized -31.4%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $88.46 Unrealized +22.4%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $4 Shares 181 Est. Cost $27.62 Unrealized
TABULA RASA HEALTHCARE INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $12.00 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $48.94 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.72 Unrealized 0.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.46 Unrealized
ISHARES FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $4 Shares 140 Est. Cost $32.79 Unrealized
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $158.49 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $200.17 Unrealized +59.1%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $122.54 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $64.30 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $73.47 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $3 Shares 16 Est. Cost $170.34 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $237.43 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $416.96 Unrealized -22.9%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $3 Shares 75 Est. Cost $39.63 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $108.85 Unrealized
DUFF & PHELPS UTLITY AND INFST COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.73 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.48 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $30.75 Unrealized -0.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $45.61 Unrealized -45.4%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $303.72 Unrealized 0.0%
TREX TREX CO INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $45.39 Unrealized +22.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $453.00 Unrealized -38.1%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $400.22 Unrealized -49.4%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $3 Shares 58 Est. Cost $131.02 Unrealized -75.6%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $2 Shares 37 Est. Cost $77.54 Unrealized -27.7%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $2 Shares 69 Est. Cost $40.78 Unrealized -30.3%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $34.29 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $11.65 Unrealized +182.0%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.60 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $265.26 Unrealized 0.0%
TRAK PARK CITY GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.36 Unrealized +18.1%
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 +114.0%
LWLG LIGHTWAVE LOGIC INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $0.68 Unrealized +755.9%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 127 Est. Cost $18.55 Unrealized -30.0%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $71.52 Unrealized -45.8%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $57.94 Unrealized -60.3%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $110.77 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $132.83 Unrealized -55.6%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $15.86 Unrealized 0.0%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.04 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $283.00 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.15 Unrealized
ETHE GRAYSCALE ETHEREUM TR ETH SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
CMRE COSTAMARE INC SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.31 Unrealized 0.0%
FEDERAL NATL MTG ASSN PFD 8.25 SR T 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.50 Unrealized
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $1 Shares 3,101 Est. Cost $0.32 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.77 Unrealized -28.7%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $84.74 Unrealized +8.9%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.53 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $1 Shares 11 Est. Cost $120.21 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $39.07 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $103.37 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $30.00 Unrealized
FIGS FIGS INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $35.42 Unrealized -78.5%
TMPOQ TEMPO AUTOMATION HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.81 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.94 Unrealized 0.0%
IZOZF IZOTROPIC CORP COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.83 Unrealized -70.5%
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
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $0 Shares 140 Est. Cost $1.58 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $11.33 Unrealized -25.3%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.29 Unrealized 0.0%
COCP COCRYSTAL PHARMA INC COM NEW 0.0%
Value ($000) $0 Shares 84 Est. Cost $2.57 Unrealized -5.3%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.73 Unrealized
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
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.89 Unrealized 0.0%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.48 Unrealized +37.5%
NOVABAY PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 86 Est. Cost $3.99 Unrealized
FNMA FEDERAL NATL MTG ASSN COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.13 Unrealized -60.9%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.31 Unrealized
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 -73.9%
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VNTH NANO MOBILE HEALTHCARE INC COM NEW 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized -1.6%
VYGVQ VOYAGER DIGITAL LTD COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.17 Unrealized -90.8%
TOUGHBUILT INDS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $1.17 Unrealized
BITCOIN SVCS INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.05 Unrealized
TERRITORIAL RES INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
IPMG INTERNATIONAL PRECIOUS MINERAL COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.00 Unrealized 0.0%
GLOBAL MARINE LTD COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
MECKLERMEDIA CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
OPUS OPUS MAGNUM AMERIS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.00 Unrealized +1451545.2%
CIRCA PICS & PRDTN CO INTL INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
DOMARK INTERNATIONAL INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized