Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 2, 2022

Total Value ($000): $355,172 (100.0% shares, 0.0% debt)

Holdings (592)

AAPL Apple, Inc. 7.8%
Value ($000) $27,566 Shares 155,243 Est. Cost $84.88 Unrealized +82.3%
GMED Globus Medical, Inc. 3.8%
Value ($000) $13,582 Shares 188,123 Est. Cost $35.43 Unrealized +104.9%
JNJ Johnson & Johnson 2.7%
Value ($000) $9,749 Shares 56,988 Est. Cost $107.23 Unrealized +35.3%
AMZN Amazon.com, Inc. 2.7%
Value ($000) $9,523 Shares 2,856 Est. Cost $57.95 Unrealized +195.3%
GOOGL Alphabet, Inc. Class A 2.6%
Value ($000) $9,276 Shares 3,202 Est. Cost $41.28 Unrealized +246.2%
GLD SPDR Gold Shares ETF 2.3%
Value ($000) $8,335 Shares 48,752 Est. Cost $140.96 Unrealized
ITOT iShares Core S&P Small-Cap ETF 2.3%
Value ($000) $8,186 Shares 71,490 Est. Cost $97.74 Unrealized
IYY iShares Dow Jones Select Divid. Index ETF 2.0%
Value ($000) $7,155 Shares 58,364 Est. Cost $99.54 Unrealized
COST Costco Wholesale Corp. 2.0%
Value ($000) $6,962 Shares 12,264 Est. Cost $239.60 Unrealized +103.7%
MSFT Microsoft Corp. 1.9%
Value ($000) $6,879 Shares 20,455 Est. Cost $55.00 Unrealized +469.8%
GDX VanEck Vectors Gold Miners ETF 1.7%
Value ($000) $6,126 Shares 191,265 Est. Cost $27.66 Unrealized
KKR & Co. 1.6%
Value ($000) $5,858 Shares 78,624 Est. Cost $24.38 Unrealized
CRWD CrowdStrike Holdings, Inc. 1.6%
Value ($000) $5,683 Shares 27,758 Est. Cost $57.01 Unrealized +327.3%
CWB SPDR Barclays Convertible Securities ETF 1.6%
Value ($000) $5,654 Shares 68,154 Est. Cost $46.38 Unrealized
PFF iShares S&P US Preferred Stock Index ETF 1.5%
Value ($000) $5,357 Shares 135,849 Est. Cost $37.25 Unrealized
Visa, Inc. 1.4%
Value ($000) $4,990 Shares 23,024 Est. Cost $88.45 Unrealized
UPS United Parcel Service, Inc. 1.3%
Value ($000) $4,640 Shares 21,650 Est. Cost $83.54 Unrealized +101.8%
VZ Verizon Communications, Inc. 1.2%
Value ($000) $4,406 Shares 84,789 Est. Cost $33.28 Unrealized +21.4%
CVS CVS Health Corp. 1.2%
Value ($000) $4,269 Shares 41,378 Est. Cost $56.95 Unrealized +41.3%
JPM JPMorgan Chase & Co. 1.2%
Value ($000) $4,207 Shares 26,566 Est. Cost $72.17 Unrealized +104.8%
XYZ Block, Inc. 1.2%
Value ($000) $4,162 Shares 25,769 Est. Cost $68.90 Unrealized +214.5%
AMT American Tower Corp. 1.1%
Value ($000) $4,066 Shares 13,901 Est. Cost $126.19 Unrealized +89.8%
KMI Kinder Morgan, Inc. 1.1%
Value ($000) $3,959 Shares 249,646 Est. Cost $12.80 Unrealized +3.1%
IJH SPDR S&P MidCap 400 ETF 1.1%
Value ($000) $3,939 Shares 8,407 Est. Cost $304.46 Unrealized
FNF Fidelity National Financial, Inc. 1.1%
Value ($000) $3,892 Shares 74,597 Est. Cost $31.75 Unrealized +22.7%
PPL PPL Corp. 1.1%
Value ($000) $3,803 Shares 126,530 Est. Cost $22.56 Unrealized +10.6%
BlackRock, Inc. 1.1%
Value ($000) $3,761 Shares 4,108 Est. Cost $390.90 Unrealized
LOW Lowes Companies Inc. 1.1%
Value ($000) $3,732 Shares 14,439 Est. Cost $60.55 Unrealized +263.0%
SHOP Shopify, Inc. 1.0%
Value ($000) $3,556 Shares 2,582 Est. Cost $46.55 Unrealized +213.9%
GS Goldman Sachs Group 1.0%
Value ($000) $3,521 Shares 9,204 Est. Cost $165.75 Unrealized +115.1%
DOCN DigitalOcean Holdings, Inc. 0.9%
Value ($000) $3,349 Shares 41,690 Est. Cost $50.64 Unrealized +84.9%
NKE Nike, Inc. 0.9%
Value ($000) $3,175 Shares 19,052 Est. Cost $48.35 Unrealized +219.7%
PG The Procter & Gamble Co. 0.9%
Value ($000) $3,172 Shares 19,393 Est. Cost $67.77 Unrealized +97.9%
PFE Pfizer, Inc. 0.9%
Value ($000) $3,154 Shares 53,416 Est. Cost $27.65 Unrealized +45.5%
OUNZ VanEck Merk Gold Trust ETF 0.9%
Value ($000) $3,103 Shares 174,515 Est. Cost $17.50 Unrealized
HD The Home Depot, Inc. 0.9%
Value ($000) $3,099 Shares 7,468 Est. Cost $175.48 Unrealized +95.6%
The Blackstone Group, Inc. 0.9%
Value ($000) $3,028 Shares 23,400 Est. Cost $35.68 Unrealized
LMT Lockheed Martin Corp. 0.8%
Value ($000) $2,927 Shares 8,237 Est. Cost $311.27 Unrealized -0.7%
JPST JPMorgan Ultra-Short Income ETF 0.8%
Value ($000) $2,854 Shares 56,535 Est. Cost $50.24 Unrealized
AMGN Amgen, Inc. 0.8%
Value ($000) $2,854 Shares 12,686 Est. Cost $120.77 Unrealized +53.3%
TSLA Tesla Motors, Inc. 0.8%
Value ($000) $2,835 Shares 2,683 Est. Cost $198.18 Unrealized +69.2%
PD PagerDuty, Inc. 0.8%
Value ($000) $2,708 Shares 77,925 Est. Cost $33.27 Unrealized +16.3%
ALGN Align Technology, Inc. 0.8%
Value ($000) $2,703 Shares 4,113 Est. Cost $138.83 Unrealized +363.1%
HON Honeywell International, Inc. 0.8%
Value ($000) $2,666 Shares 12,787 Est. Cost $105.85 Unrealized +74.8%
PAYX Paychex, Inc. 0.8%
Value ($000) $2,665 Shares 19,524 Est. Cost $47.03 Unrealized +133.6%
REGN Regeneron Pharmaceuticals, Inc. 0.7%
Value ($000) $2,635 Shares 4,173 Est. Cost $485.07 Unrealized +26.1%
BRK/B Berkshire Hathaway B 0.7%
Value ($000) $2,480 Shares 8,294 Est. Cost $168.21 Unrealized +70.3%
WMT Walmart, Inc. 0.7%
Value ($000) $2,466 Shares 17,042 Est. Cost $28.54 Unrealized +58.3%
PEP PepsiCo, Inc. 0.7%
Value ($000) $2,401 Shares 13,821 Est. Cost $80.23 Unrealized +78.8%
GOOG Alphabet, Inc. Class C 0.7%
Value ($000) $2,399 Shares 829 Est. Cost $38.79 Unrealized +269.8%
SBUX Starbucks Corp. 0.7%
Value ($000) $2,325 Shares 19,881 Est. Cost $55.72 Unrealized +83.4%
CMCSA Comcast Corp. Class A 0.6%
Value ($000) $2,247 Shares 44,637 Est. Cost $33.92 Unrealized +36.0%
ABBV AbbVie, Inc. 0.6%
Value ($000) $2,238 Shares 16,527 Est. Cost $48.94 Unrealized +107.8%
TFC Truist Financial Corp. 0.6%
Value ($000) $2,235 Shares 38,178 Est. Cost $44.34 Unrealized +12.1%
Merck & Co., Inc. 0.6%
Value ($000) $2,184 Shares 28,490 Est. Cost $64.36 Unrealized
AKAM Akamai Technologies, Inc. 0.6%
Value ($000) $2,142 Shares 18,300 Est. Cost $56.28 Unrealized +95.4%
U Unity Software, Inc. 0.6%
Value ($000) $2,024 Shares 14,157 Est. Cost $102.21 Unrealized +49.5%
ENB Enbridge, Inc. 0.6%
Value ($000) $2,003 Shares 51,250 Est. Cost $30.66 Unrealized 0.0%
NTNX Nutanix, Inc. 0.6%
Value ($000) $1,994 Shares 62,575 Est. Cost $34.30 Unrealized 0.0%
FIVN Five9, Inc. 0.6%
Value ($000) $1,958 Shares 14,260 Est. Cost $73.58 Unrealized +101.0%
BlackRock Municipal 2030 Target Term Trust 0.5%
Value ($000) $1,934 Shares 74,570 Est. Cost $23.94 Unrealized
GIS General Mills, Inc. 0.5%
Value ($000) $1,907 Shares 28,300 Est. Cost $35.42 Unrealized +56.0%
WTRG Essential Utilities, Inc. 0.5%
Value ($000) $1,811 Shares 33,738 Est. Cost $47.13 Unrealized +3.0%
ABT Abbott Laboratories 0.5%
Value ($000) $1,755 Shares 12,472 Est. Cost $33.77 Unrealized +251.5%
ARKK Ark Innovation ETF 0.5%
Value ($000) $1,696 Shares 17,925 Est. Cost $103.41 Unrealized
SPDR S&P 500 ETF 0.5%
Value ($000) $1,690 Shares 3,559 Est. Cost $285.71 Unrealized
INTC Intel Corp. 0.4%
Value ($000) $1,561 Shares 30,302 Est. Cost $32.17 Unrealized +47.0%
CMI Cummins, Inc. 0.4%
Value ($000) $1,526 Shares 6,995 Est. Cost $121.06 Unrealized +70.0%
MDLZ Mondelez International, Inc. 0.4%
Value ($000) $1,517 Shares 22,874 Est. Cost $35.32 Unrealized +56.6%
FNX First Trust Mid Cap Core AlphaDEX ETF 0.4%
Value ($000) $1,474 Shares 14,335 Est. Cost $57.03 Unrealized
PSA Public Storage 0.4%
Value ($000) $1,472 Shares 3,929 Est. Cost $151.15 Unrealized +82.4%
CVX Chevron Corp. 0.4%
Value ($000) $1,324 Shares 11,282 Est. Cost $76.56 Unrealized +25.5%
Eaton Corp. 0.4%
Value ($000) $1,305 Shares 7,554 Est. Cost $71.50 Unrealized
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $1,288 Shares 11,074 Est. Cost $111.60 Unrealized
DEO Diageo plc 0.4%
Value ($000) $1,246 Shares 5,659 Est. Cost $104.93 Unrealized
EMR Emerson Electric Co. 0.3%
Value ($000) $1,232 Shares 13,254 Est. Cost $48.06 Unrealized +80.0%
FEX First Trust Large Cap Core AlphaDEX ETF 0.3%
Value ($000) $1,207 Shares 13,070 Est. Cost $50.84 Unrealized
ABNB Airbnb, Inc. 0.3%
Value ($000) $1,202 Shares 7,222 Est. Cost $168.51 Unrealized +4.5%
DIS Walt Disney Co. 0.3%
Value ($000) $1,161 Shares 7,496 Est. Cost $112.92 Unrealized +39.7%
BDX Becton, Dickinson and Co. 0.3%
Value ($000) $1,139 Shares 4,530 Est. Cost $216.56 Unrealized +3.2%
CSCO Cisco Systems, Inc. 0.3%
Value ($000) $1,046 Shares 16,501 Est. Cost $33.39 Unrealized +51.2%
FUBO fuboTV, Inc. 0.3%
Value ($000) $1,041 Shares 67,100 Est. Cost $23.94 Unrealized -2.2%
ALPS Alerian MLP ETF 0.3%
Value ($000) $1,040 Shares 31,780 Est. Cost $20.55 Unrealized
ARCC Ares Capital Corp. 0.3%
Value ($000) $1,012 Shares 47,768 Est. Cost $10.28 Unrealized +35.8%
MCD McDonalds Corp. 0.3%
Value ($000) $961 Shares 3,583 Est. Cost $106.70 Unrealized +115.2%
SPMD SPDR Portfolio Mid Cap ETF 0.3%
Value ($000) $945 Shares 19,000 Est. Cost $32.54 Unrealized
ESTC Elastic N.V. 0.3%
Value ($000) $927 Shares 7,535 Est. Cost $151.06 Unrealized 0.0%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.3%
Value ($000) $916 Shares 21,850 Est. Cost $35.59 Unrealized
ARKG Ark Genomic Revolution ETF 0.3%
Value ($000) $900 Shares 14,690 Est. Cost $92.32 Unrealized
ORCL Oracle Corp. 0.3%
Value ($000) $890 Shares 10,204 Est. Cost $35.72 Unrealized +148.9%
SYK Stryker Corp. 0.3%
Value ($000) $889 Shares 3,325 Est. Cost $109.41 Unrealized +129.5%
KO The Coca-Cola Co. 0.2%
Value ($000) $871 Shares 14,717 Est. Cost $33.18 Unrealized +48.2%
ILMN Illumina, Inc. 0.2%
Value ($000) $867 Shares 2,280 Est. Cost $191.57 Unrealized +97.8%
Nuveen Intermed. Duration Muni. Term Fund 0.2%
Value ($000) $828 Shares 55,500 Est. Cost $13.10 Unrealized
CMRC BigCommerce Holdings, Inc. 0.2%
Value ($000) $803 Shares 22,715 Est. Cost $61.41 Unrealized -23.4%
HTGC Hercules Capital, Inc. 0.2%
Value ($000) $795 Shares 47,900 Est. Cost $13.14 Unrealized +29.0%
NEM Newmont Corp. 0.2%
Value ($000) $751 Shares 12,101 Est. Cost $50.77 Unrealized -1.8%
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $750 Shares 8,850 Est. Cost $83.77 Unrealized
GLW Corning, Inc. 0.2%
Value ($000) $746 Shares 20,030 Est. Cost $19.96 Unrealized +67.0%
NVDA NVIDIA Corp. 0.2%
Value ($000) $737 Shares 2,507 Est. Cost $17.09 Unrealized +60.7%
GBTC Grayscale Bitcoin Trust 0.2%
Value ($000) $720 Shares 21,017 Est. Cost $33.91 Unrealized
Unilever plc 0.2%
Value ($000) $719 Shares 13,366 Est. Cost $55.61 Unrealized
ICLN iShares Global Clean Energy ETF 0.2%
Value ($000) $680 Shares 32,115 Est. Cost $22.38 Unrealized
ADBE Adobe Systems, Inc. 0.2%
Value ($000) $656 Shares 1,157 Est. Cost $181.74 Unrealized +243.9%
META Meta Platforms, Inc. 0.2%
Value ($000) $639 Shares 1,899 Est. Cost $201.10 Unrealized +63.9%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $602 Shares 12,168 Est. Cost $37.65 Unrealized
BAX Baxter International, Inc. 0.2%
Value ($000) $589 Shares 6,861 Est. Cost $41.78 Unrealized +75.1%
TTD The Trade Desk, Inc. 0.2%
Value ($000) $573 Shares 6,250 Est. Cost $60.17 Unrealized +45.6%
GILD Gilead Sciences, Inc. 0.2%
Value ($000) $569 Shares 7,837 Est. Cost $57.00 Unrealized +3.2%
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $560 Shares 7,123 Est. Cost $69.90 Unrealized
LLY Eli Lilly & Co. 0.1%
Value ($000) $497 Shares 1,799 Est. Cost $75.62 Unrealized +222.5%
XOM Exxon Mobil Corp. 0.1%
Value ($000) $434 Shares 7,090 Est. Cost $55.16 Unrealized -2.3%
CAT Caterpillar Inc. 0.1%
Value ($000) $431 Shares 2,085 Est. Cost $120.80 Unrealized +54.5%
Invesco QQQ ETF 0.1%
Value ($000) $415 Shares 1,042 Est. Cost $182.55 Unrealized
GSBD Goldman Sachs BDC, Inc. 0.1%
Value ($000) $414 Shares 21,599 Est. Cost $22.28 Unrealized -14.8%
VUG Vanguard Growth ETF 0.1%
Value ($000) $393 Shares 1,225 Est. Cost $142.36 Unrealized
RBLX Roblox Corp. 0.1%
Value ($000) $346 Shares 3,350 Est. Cost $77.30 Unrealized +25.7%
WM Waste Management, Inc. 0.1%
Value ($000) $333 Shares 1,996 Est. Cost $92.14 Unrealized +63.5%
JMST JPMorgan Ultra-Short Municipal Income ETF 0.1%
Value ($000) $332 Shares 6,500 Est. Cost $50.99 Unrealized
Bank of America Corp. 0.1%
Value ($000) $325 Shares 7,309 Est. Cost $27.28 Unrealized
FSLR First Solar, Inc. 0.1%
Value ($000) $320 Shares 3,675 Est. Cost $58.99 Unrealized +74.3%
VPU Vanguard Utilities ETF 0.1%
Value ($000) $305 Shares 1,951 Est. Cost $118.23 Unrealized
Matterport, Inc. 0.1%
Value ($000) $304 Shares 14,750 Est. Cost $18.92 Unrealized
C Citigroup, Inc. 0.1%
Value ($000) $300 Shares 4,973 Est. Cost $53.13 Unrealized +7.6%
EXPE Expedia Group, Inc. 0.1%
Value ($000) $290 Shares 1,605 Est. Cost $146.25 Unrealized +15.3%
IMNM Immunome, Inc. 0.1%
Value ($000) $280 Shares 21,627 Est. Cost $22.09 Unrealized -19.3%
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $279 Shares 3,000 Est. Cost $79.20 Unrealized
AXP American Express 0.1%
Value ($000) $278 Shares 1,700 Est. Cost $72.84 Unrealized +122.1%
TDOC Teladoc, Inc. 0.1%
Value ($000) $277 Shares 3,019 Est. Cost $169.69 Unrealized -29.6%
BIZD VanEck Vectors BDC Income ETF 0.1%
Value ($000) $270 Shares 15,685 Est. Cost $16.71 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $265 Shares 5,584 Est. Cost $31.36 Unrealized +4.6%
NET Cloudflare, Inc. 0.1%
Value ($000) $264 Shares 2,010 Est. Cost $27.35 Unrealized +512.7%
RTX Raytheon Technologies Corp. 0.1%
Value ($000) $263 Shares 3,061 Est. Cost $60.04 Unrealized +32.1%
3M Company 0.1%
Value ($000) $259 Shares 1,460 Est. Cost $179.23 Unrealized
ANVS Annovis Bio, Inc. 0.1%
Value ($000) $254 Shares 14,474 Est. Cost $5.35 Unrealized +381.5%
Twitter, Inc. 0.1%
Value ($000) $251 Shares 5,807 Est. Cost $19.58 Unrealized
NFLX Netflix, Inc. 0.1%
Value ($000) $249 Shares 413 Est. Cost $41.37 Unrealized +54.4%
Angel Oak Fin'l Strat. Income Term Trust 0.1%
Value ($000) $244 Shares 14,300 Est. Cost $17.06 Unrealized
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $234 Shares 1,640 Est. Cost $98.89 Unrealized +16.5%
BA The Boeing Co. 0.1%
Value ($000) $233 Shares 1,156 Est. Cost $280.01 Unrealized -24.5%
QCOM QUALCOMM, Inc. 0.1%
Value ($000) $221 Shares 1,206 Est. Cost $75.98 Unrealized +92.2%
CIGNA Corp. 0.1%
Value ($000) $219 Shares 952 Est. Cost $186.64 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.1%
Value ($000) $213 Shares 2,525 Est. Cost $37.67 Unrealized
D Dominion Resources 0.1%
Value ($000) $213 Shares 2,713 Est. Cost $53.19 Unrealized +16.8%
INMD InMode, Ltd. 0.1%
Value ($000) $212 Shares 3,010 Est. Cost $50.67 Unrealized +58.3%
EXC Exelon Corporation 0.1%
Value ($000) $211 Shares 3,658 Est. Cost $21.35 Unrealized +52.3%
PPG PPG Industries, Inc. 0.1%
Value ($000) $207 Shares 1,200 Est. Cost $91.24 Unrealized +61.6%
ITW Illinois Tool Works, Inc. 0.1%
Value ($000) $196 Shares 795 Est. Cost $108.15 Unrealized +94.5%
LAM Research Corp. 0.1%
Value ($000) $190 Shares 264 Est. Cost $294.72 Unrealized
WELL Welltower, Inc. 0.1%
Value ($000) $187 Shares 2,175 Est. Cost $47.58 Unrealized +57.7%
RSPH Invesco S&P 500 Eq. Weight Health Care ETF 0.1%
Value ($000) $186 Shares 580 Est. Cost $200.66 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $183 Shares 1,000 Est. Cost $100.00 Unrealized
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $174 Shares 347 Est. Cost $242.24 Unrealized +74.3%
VTV Vanguard Value ETF 0.0%
Value ($000) $171 Shares 1,162 Est. Cost $113.48 Unrealized
CRM salesforce.com, inc. 0.0%
Value ($000) $171 Shares 674 Est. Cost $189.44 Unrealized +46.5%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $170 Shares 3,575 Est. Cost $40.85 Unrealized
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $170 Shares 1,504 Est. Cost $57.74 Unrealized
ACN Accenture Ltd. 0.0%
Value ($000) $161 Shares 389 Est. Cost $146.26 Unrealized +134.7%
DOW Dow, Inc. 0.0%
Value ($000) $160 Shares 2,818 Est. Cost $35.25 Unrealized +27.8%
BOTZ Global X Robotics & A.I. ETF 0.0%
Value ($000) $158 Shares 4,390 Est. Cost $17.27 Unrealized
CAH Cardinal Health, Inc. 0.0%
Value ($000) $157 Shares 3,050 Est. Cost $44.62 Unrealized 0.0%
TE Connectivity, Ltd. 0.0%
Value ($000) $155 Shares 959 Est. Cost $97.00 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $155 Shares 400 Est. Cost $274.68 Unrealized +26.8%
WSFS WSFS Financial Corp. 0.0%
Value ($000) $151 Shares 3,020 Est. Cost $42.27 Unrealized +23.9%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $150 Shares 5,052 Est. Cost $30.70 Unrealized
ASAN Asana, Inc. 0.0%
Value ($000) $149 Shares 2,000 Est. Cost $65.73 Unrealized +61.1%
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $147 Shares 609 Est. Cost $195.95 Unrealized
ZM Zoom Video Communications, Inc. 0.0%
Value ($000) $147 Shares 800 Est. Cost $85.18 Unrealized +176.0%
TRIP TripAdvisor, Inc. 0.0%
Value ($000) $147 Shares 5,400 Est. Cost $25.33 Unrealized +21.0%
BABA Alibaba Group Holdings Ltd. 0.0%
Value ($000) $142 Shares 1,194 Est. Cost $180.03 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.0%
Value ($000) $140 Shares 810 Est. Cost $134.57 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $137 Shares 555 Est. Cost $80.28 Unrealized +158.2%
CATH Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $128 Shares 2,180 Est. Cost $46.90 Unrealized
VIRT Virtu Financial, Inc. 0.0%
Value ($000) $127 Shares 4,400 Est. Cost $25.59 Unrealized +6.5%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $122 Shares 3,139 Est. Cost $37.11 Unrealized
IWM iShares Russell 1000 Index ETF 0.0%
Value ($000) $119 Shares 496 Est. Cost $142.20 Unrealized
FFTY Innovator IBD 50 ETF 0.0%
Value ($000) $119 Shares 2,600 Est. Cost $33.74 Unrealized
ESGD iShares MSCI EAFE ESG Optimized ETF 0.0%
Value ($000) $119 Shares 1,500 Est. Cost $60.21 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $119 Shares 850 Est. Cost $67.34 Unrealized +75.2%
ConocoPhillips 0.0%
Value ($000) $117 Shares 1,624 Est. Cost $69.26 Unrealized
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $116 Shares 1,017 Est. Cost $65.49 Unrealized
MSTR MicroStrategy, Inc. 0.0%
Value ($000) $116 Shares 213 Est. Cost $41.31 Unrealized +66.4%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $114 Shares 318 Est. Cost $313.23 Unrealized +9.8%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $113 Shares 982 Est. Cost $103.19 Unrealized
INFY Infosys, Ltd. 0.0%
Value ($000) $110 Shares 4,330 Est. Cost $18.70 Unrealized
VSH Vishay Intertechnology, Inc. 0.0%
Value ($000) $109 Shares 4,976 Est. Cost $13.86 Unrealized +35.9%
iShares Intl Developed Property ETF 0.0%
Value ($000) $108 Shares 2,906 Est. Cost $33.69 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $107 Shares 825 Est. Cost $113.59 Unrealized
T AT&T, Inc. 0.0%
Value ($000) $107 Shares 4,335 Est. Cost $15.67 Unrealized -6.4%
JEF Jefferies Financial Group, Inc. 0.0%
Value ($000) $107 Shares 2,757 Est. Cost $16.62 Unrealized +102.8%
ORLY OReilly Automotive, Inc. 0.0%
Value ($000) $106 Shares 150 Est. Cost $19.46 Unrealized +122.4%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $106 Shares 755 Est. Cost $96.24 Unrealized
ROK Rockwell Automation, Inc. 0.0%
Value ($000) $105 Shares 300 Est. Cost $191.70 Unrealized +60.7%
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $104 Shares 1,480 Est. Cost $43.03 Unrealized
Endo International plc 0.0%
Value ($000) $103 Shares 27,515 Est. Cost $3.23 Unrealized
JETS U.S. Global Jets ETF 0.0%
Value ($000) $103 Shares 4,900 Est. Cost $21.00 Unrealized
CWST Casella Waste Systems, Inc. 0.0%
Value ($000) $103 Shares 1,200 Est. Cost $83.82 Unrealized 0.0%
PWR Quanta Services, Inc. 0.0%
Value ($000) $97 Shares 845 Est. Cost $38.11 Unrealized +200.5%
PSX Phillips 66 0.0%
Value ($000) $96 Shares 1,328 Est. Cost $58.80 Unrealized +10.1%
MDT Medtronic plc 0.0%
Value ($000) $94 Shares 904 Est. Cost $73.48 Unrealized +38.9%
CL Colgate-Palmolive Company 0.0%
Value ($000) $92 Shares 1,077 Est. Cost $59.80 Unrealized +18.6%
JMIA Jumia Technologies AG 0.0%
Value ($000) $91 Shares 8,025 Est. Cost $11.52 Unrealized
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $90 Shares 785 Est. Cost $109.99 Unrealized
EPD Enterprise Products Partners, L.P. 0.0%
Value ($000) $89 Shares 4,030 Est. Cost $26.24 Unrealized
AFL AFLAC Inc. 0.0%
Value ($000) $88 Shares 1,500 Est. Cost $34.71 Unrealized +46.9%
ARKF Ark Fintech Innovation ETF 0.0%
Value ($000) $88 Shares 2,150 Est. Cost $45.59 Unrealized
PM Philip Morris International, Inc. 0.0%
Value ($000) $88 Shares 928 Est. Cost $59.91 Unrealized +27.4%
VV Vanguard Large-Cap Index ETF 0.0%
Value ($000) $87 Shares 394 Est. Cost $177.70 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $86 Shares 458 Est. Cost $197.93 Unrealized +9.1%
MRNA Moderna, Inc. 0.0%
Value ($000) $84 Shares 330 Est. Cost $178.64 Unrealized +63.7%
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $82 Shares 408 Est. Cost $122.76 Unrealized +42.0%
SMOG VanEck Vectors Low Carbon Energy ETF 0.0%
Value ($000) $80 Shares 500 Est. Cost $60.00 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $79 Shares 1,054 Est. Cost $68.93 Unrealized
DFAC Dimensional U.S. Core Equity 2 ETF 0.0%
Value ($000) $79 Shares 2,737 Est. Cost $27.04 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $78 Shares 1,800 Est. Cost $15.97 Unrealized +132.5%
AMAT Applied Materials 0.0%
Value ($000) $77 Shares 490 Est. Cost $54.89 Unrealized +154.3%
HSY The Hershey Co. 0.0%
Value ($000) $77 Shares 400 Est. Cost $84.07 Unrealized +94.6%
VT Vanguard Total World Stock Index Fund ETF 0.0%
Value ($000) $77 Shares 720 Est. Cost $105.38 Unrealized
MA MasterCard, Inc. 0.0%
Value ($000) $76 Shares 212 Est. Cost $253.93 Unrealized +33.0%
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $71 Shares 800 Est. Cost $47.45 Unrealized +58.6%
AMD Advanced Micro Devices 0.0%
Value ($000) $71 Shares 490 Est. Cost $55.71 Unrealized +141.3%
KEY KeyCorp 0.0%
Value ($000) $69 Shares 3,000 Est. Cost $16.22 Unrealized +15.8%
MBB iShares MBS ETF 0.0%
Value ($000) $69 Shares 643 Est. Cost $107.46 Unrealized
CHTR Charter Communications, Inc. 0.0%
Value ($000) $68 Shares 104 Est. Cost $367.43 Unrealized +85.3%
Adaptec, Inc. 0.0%
Value ($000) $67 Shares 2,400 Est. Cost $34.44 Unrealized
PENN Penn National Gaming, Inc. 0.0%
Value ($000) $66 Shares 1,265 Est. Cost $39.77 Unrealized +52.4%
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value ($000) $66 Shares 1,050 Est. Cost $62.86 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $64 Shares 1,320 Est. Cost $38.58 Unrealized
A Agilent Systems 0.0%
Value ($000) $64 Shares 400 Est. Cost $78.89 Unrealized +92.0%
BNTX BioNTech SE 0.0%
Value ($000) $64 Shares 250 Est. Cost $108.00 Unrealized
Laboratory Corp. of America Holdings 0.0%
Value ($000) $63 Shares 200 Est. Cost $130.00 Unrealized
SEIC SEI Investments Co. 0.0%
Value ($000) $63 Shares 1,031 Est. Cost $56.09 Unrealized +4.1%
OGN Organon & Co. 0.0%
Value ($000) $63 Shares 2,060 Est. Cost $26.93 Unrealized +0.1%
SO The Southern Company 0.0%
Value ($000) $62 Shares 900 Est. Cost $43.04 Unrealized +27.1%
MCK McKesson HBOC, Inc. 0.0%
Value ($000) $62 Shares 250 Est. Cost $161.42 Unrealized +33.0%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $61 Shares 260 Est. Cost $145.30 Unrealized +72.2%
NEE NextEra Energy, Inc. 0.0%
Value ($000) $60 Shares 644 Est. Cost $56.83 Unrealized +36.1%
Reaves Utility Income Fund 0.0%
Value ($000) $59 Shares 1,694 Est. Cost $30.24 Unrealized
ICF iShares Cohen & Steers Realty Index ETF 0.0%
Value ($000) $57 Shares 750 Est. Cost $65.33 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $57 Shares 86 Est. Cost $465.36 Unrealized +32.6%
COIN Coinbase Global, Inc. 0.0%
Value ($000) $56 Shares 223 Est. Cost $259.41 Unrealized +12.1%
Meridian Bank 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $16.06 Unrealized
BHC Bausch Health Companies, Inc. 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $28.36 Unrealized -5.6%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $55 Shares 180 Est. Cost $244.44 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $54 Shares 303 Est. Cost $77.24 Unrealized +78.8%
CARR Carrier Global Corp. 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $17.13 Unrealized +197.4%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $53 Shares 434 Est. Cost $82.95 Unrealized
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $53 Shares 1,004 Est. Cost $33.45 Unrealized +22.1%
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $51 Shares 400 Est. Cost $101.37 Unrealized +24.5%
SNA Snap, Inc. 0.0%
Value ($000) $51 Shares 1,086 Est. Cost $168.01 Unrealized +14.0%
GDEN Golden Entertainment, Inc. 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $8.26 Unrealized +432.6%
TJX TJX Companies, Inc. 0.0%
Value ($000) $50 Shares 660 Est. Cost $42.67 Unrealized +53.0%
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.0%
Value ($000) $50 Shares 800 Est. Cost $61.29 Unrealized
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $48 Shares 346 Est. Cost $161.60 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $48 Shares 400 Est. Cost $53.34 Unrealized +78.4%
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $48 Shares 1,232 Est. Cost $30.03 Unrealized
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $48 Shares 720 Est. Cost $28.00 Unrealized
YUM Yum Brands, Inc. 0.0%
Value ($000) $48 Shares 344 Est. Cost $60.04 Unrealized +96.9%
ET Energy Transfer, L.P. 0.0%
Value ($000) $47 Shares 5,760 Est. Cost $12.06 Unrealized
RIO Rio Tinto plc 0.0%
Value ($000) $47 Shares 700 Est. Cost $42.86 Unrealized
QRVO Qorvo, Inc. 0.0%
Value ($000) $47 Shares 300 Est. Cost $80.09 Unrealized +98.5%
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $47 Shares 873 Est. Cost $91.62 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $46 Shares 771 Est. Cost $65.22 Unrealized
SAIC Science Applications International Corp. 0.0%
Value ($000) $46 Shares 550 Est. Cost $86.88 Unrealized 0.0%
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $45 Shares 600 Est. Cost $110.20 Unrealized -20.7%
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $45 Shares 3,150 Est. Cost $6.07 Unrealized +221.0%
GXO GXO Logistics, Inc. 0.0%
Value ($000) $45 Shares 500 Est. Cost $75.70 Unrealized +18.7%
Linde AG 0.0%
Value ($000) $45 Shares 131 Est. Cost $198.18 Unrealized
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $43 Shares 400 Est. Cost $104.43 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $43 Shares 211 Est. Cost $146.92 Unrealized
COR AmerisourceBergen Corp. 0.0%
Value ($000) $43 Shares 325 Est. Cost $117.11 Unrealized 0.0%
VCIT Vanguard Interm.-Term Corporate Bond ETF 0.0%
Value ($000) $42 Shares 452 Est. Cost $92.90 Unrealized
BBY Best Buy Company, Inc. 0.0%
Value ($000) $41 Shares 400 Est. Cost $60.29 Unrealized +55.6%
ULTA Ulta Beauty, Inc. 0.0%
Value ($000) $41 Shares 100 Est. Cost $306.82 Unrealized +26.6%
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.0%
Value ($000) $40 Shares 525 Est. Cost $73.36 Unrealized
WOOD iShares Global Timber & Forestry ETF 0.0%
Value ($000) $39 Shares 425 Est. Cost $85.09 Unrealized
XPO Logistics, Inc. 0.0%
Value ($000) $39 Shares 500 Est. Cost $76.00 Unrealized
STM STMicroelectronics N.V 0.0%
Value ($000) $39 Shares 800 Est. Cost $37.50 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $38 Shares 440 Est. Cost $110.80 Unrealized
LQD iShares GS InvesTop Corporate Bond ETF 0.0%
Value ($000) $38 Shares 290 Est. Cost $117.35 Unrealized
Power & Digital Infrast. Acquisition Corp. 0.0%
Value ($000) $38 Shares 3,476 Est. Cost $10.80 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $38 Shares 435 Est. Cost $89.66 Unrealized
SHW The Sherwin-Williams Co. 0.0%
Value ($000) $37 Shares 106 Est. Cost $281.41 Unrealized +10.6%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $37 Shares 330 Est. Cost $81.75 Unrealized
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $37 Shares 902 Est. Cost $23.58 Unrealized +36.0%
CPT Camden Property Trust 0.0%
Value ($000) $36 Shares 200 Est. Cost $58.23 Unrealized +144.5%
FNCB Bancorp, Inc. 0.0%
Value ($000) $36 Shares 3,869 Est. Cost $6.00 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $36 Shares 110 Est. Cost $198.70 Unrealized +35.9%
ShockWave Medical, Inc. 0.0%
Value ($000) $36 Shares 200 Est. Cost $35.00 Unrealized
VCSH Vanguard Short-Term Corp. Bond Index ETF 0.0%
Value ($000) $36 Shares 442 Est. Cost $81.90 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $36 Shares 444 Est. Cost $77.14 Unrealized
IBM IBM 0.0%
Value ($000) $36 Shares 268 Est. Cost $111.27 Unrealized -4.3%
VOO Vanguard 500 ETF 0.0%
Value ($000) $35 Shares 80 Est. Cost $400.00 Unrealized
DuPont de Nemours, Inc. 0.0%
Value ($000) $35 Shares 439 Est. Cost $75.12 Unrealized
NTLA Intellia Therapeutics, Inc. 0.0%
Value ($000) $35 Shares 300 Est. Cost $77.87 Unrealized +60.9%
PFFD Global X U.S. Preferred ETF 0.0%
Value ($000) $35 Shares 1,350 Est. Cost $26.01 Unrealized
SCHK Schwab 1000 ETF 0.0%
Value ($000) $35 Shares 750 Est. Cost $41.33 Unrealized
BCPC Balchem Corp. 0.0%
Value ($000) $34 Shares 200 Est. Cost $74.87 Unrealized +108.9%
Mandiant, Inc. 0.0%
Value ($000) $34 Shares 1,950 Est. Cost $17.44 Unrealized
ON Semiconductor Corp. 0.0%
Value ($000) $34 Shares 500 Est. Cost $46.00 Unrealized
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $34 Shares 308 Est. Cost $125.00 Unrealized
Lucid Group, Inc. 0.0%
Value ($000) $34 Shares 900 Est. Cost $37.78 Unrealized
XME SPDR S&P Metals and Mining ETF 0.0%
Value ($000) $34 Shares 766 Est. Cost $40.33 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $33 Shares 582 Est. Cost $49.83 Unrealized
UGI UGI Corporation 0.0%
Value ($000) $33 Shares 720 Est. Cost $53.89 Unrealized -17.5%
MU Micron Technology, Inc. 0.0%
Value ($000) $33 Shares 350 Est. Cost $77.17 Unrealized -1.1%
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $33 Shares 830 Est. Cost $29.44 Unrealized
Dollar General Corporation 0.0%
Value ($000) $32 Shares 137 Est. Cost $114.24 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $32 Shares 301 Est. Cost $88.27 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $31 Shares 500 Est. Cost $41.16 Unrealized
FSLY Fastly, Inc. 0.0%
Value ($000) $31 Shares 880 Est. Cost $86.68 Unrealized -49.8%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $31 Shares 67 Est. Cost $402.99 Unrealized
Malvern Bancorp, Inc. 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $15.50 Unrealized
PATH UiPath Inc. 0.0%
Value ($000) $30 Shares 700 Est. Cost $49.32 Unrealized 0.0%
SNOW Snowflake, Inc. 0.0%
Value ($000) $30 Shares 90 Est. Cost $238.10 Unrealized +46.3%
TSCO Tractor Supply Co. 0.0%
Value ($000) $30 Shares 125 Est. Cost $20.01 Unrealized +103.5%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $30 Shares 131 Est. Cost $221.08 Unrealized
Barrick Gold Corp. 0.0%
Value ($000) $30 Shares 1,564 Est. Cost $23.47 Unrealized
MARA Marathon Digital Holdings, Inc. 0.0%
Value ($000) $30 Shares 902 Est. Cost $33.76 Unrealized +41.7%
APPS Digital Turbine, Inc. 0.0%
Value ($000) $30 Shares 500 Est. Cost $73.08 Unrealized -6.9%
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $30 Shares 448 Est. Cost $38.42 Unrealized +43.2%
ICUI ICU Medical, Inc. 0.0%
Value ($000) $30 Shares 125 Est. Cost $144.73 Unrealized +61.4%
Alcoa, Inc. 0.0%
Value ($000) $30 Shares 501 Est. Cost $10.00 Unrealized
TGT Target Corp. 0.0%
Value ($000) $29 Shares 126 Est. Cost $212.95 Unrealized +0.6%
NCLH Norwegian Cruise Lines Holdings, Ltd. 0.0%
Value ($000) $29 Shares 1,400 Est. Cost $23.91 Unrealized 0.0%
Argo Group International Holdings, Ltd. 0.0%
Value ($000) $29 Shares 500 Est. Cost $36.00 Unrealized
MAR Marriott International Inc. Class A 0.0%
Value ($000) $29 Shares 175 Est. Cost $151.70 Unrealized 0.0%
DXCM DexCom, Inc. 0.0%
Value ($000) $28 Shares 53 Est. Cost $57.44 Unrealized +150.2%
DE Deere & Company 0.0%
Value ($000) $28 Shares 81 Est. Cost $234.66 Unrealized +40.0%
Hut 8 Mining Corp. 0.0%
Value ($000) $28 Shares 3,610 Est. Cost $8.24 Unrealized
IQV IQVIA Holdings Inc. 0.0%
Value ($000) $27 Shares 97 Est. Cost $230.90 Unrealized +12.4%
SFM Sprouts Farmers Market, Inc. 0.0%
Value ($000) $27 Shares 900 Est. Cost $25.03 Unrealized 0.0%
F Ford Motor Co. 0.0%
Value ($000) $27 Shares 1,300 Est. Cost $14.00 Unrealized 0.0%
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $27 Shares 300 Est. Cost $136.70 Unrealized -37.5%
PPHI Positive Physicians Holdings, Inc. 0.0%
Value ($000) $26 Shares 2,500 Est. Cost $7.24 Unrealized +1.7%
FS KKR Capital Corp. 0.0%
Value ($000) $26 Shares 1,250 Est. Cost $22.40 Unrealized
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $25 Shares 400 Est. Cost $35.00 Unrealized
LPX Louisiana-Pacific Corp. 0.0%
Value ($000) $25 Shares 320 Est. Cost $22.67 Unrealized +202.3%
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $25 Shares 890 Est. Cost $30.75 Unrealized +1.1%
LEN Lennar Corp. Class A 0.0%
Value ($000) $25 Shares 215 Est. Cost $78.41 Unrealized +22.6%
CCI Crown Castle International Corp. 0.0%
Value ($000) $25 Shares 120 Est. Cost $150.03 Unrealized -0.0%
Nuveen Taxable Municipal Income Fund 0.0%
Value ($000) $25 Shares 1,092 Est. Cost $18.32 Unrealized
MOS The Mosaic Company 0.0%
Value ($000) $24 Shares 600 Est. Cost $34.71 Unrealized 0.0%
Seagate Technology Holdings plc 0.0%
Value ($000) $24 Shares 212 Est. Cost $68.29 Unrealized
XYL Xylem Inc. 0.0%
Value ($000) $24 Shares 199 Est. Cost $72.87 Unrealized +62.0%
ANSYS, Inc. 0.0%
Value ($000) $24 Shares 60 Est. Cost $345.00 Unrealized
FFIV F5 Networks, Inc. 0.0%
Value ($000) $24 Shares 100 Est. Cost $135.48 Unrealized +63.9%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $24 Shares 225 Est. Cost $56.32 Unrealized +57.8%
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $6.00 Unrealized
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $23 Shares 220 Est. Cost $117.52 Unrealized
Magellan Midstream Partners, L.P. 0.0%
Value ($000) $23 Shares 500 Est. Cost $36.00 Unrealized
SWBI Smith & Wesson Brands, Inc. 0.0%
Value ($000) $23 Shares 1,300 Est. Cost $17.68 Unrealized +16.8%
TER Teradyne, Inc. 0.0%
Value ($000) $23 Shares 140 Est. Cost $125.54 Unrealized +10.1%
ADCT ADC Therapeutics SA 0.0%
Value ($000) $22 Shares 1,100 Est. Cost $24.11 Unrealized 0.0%
SYY Sysco Corp. 0.0%
Value ($000) $22 Shares 280 Est. Cost $71.31 Unrealized -3.6%
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $21 Shares 400 Est. Cost $56.13 Unrealized -3.6%
BMY Bristol-Myers Squibb Co. 0.0%
Value ($000) $21 Shares 331 Est. Cost $42.77 Unrealized +15.1%
SONY Sony Group Corp. 0.0%
Value ($000) $21 Shares 170 Est. Cost $105.88 Unrealized
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $21 Shares 70 Est. Cost $200.84 Unrealized +38.6%
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $18.00 Unrealized
SAP SAP SE 0.0%
Value ($000) $21 Shares 150 Est. Cost $133.33 Unrealized
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $21 Shares 134 Est. Cost $156.58 Unrealized -9.3%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $21 Shares 240 Est. Cost $70.70 Unrealized +4.5%
Johnson Controls, Inc. 0.0%
Value ($000) $21 Shares 262 Est. Cost $61.07 Unrealized
MCO Moodys Corp. 0.0%
Value ($000) $21 Shares 54 Est. Cost $270.35 Unrealized +37.7%
TWLO Twilio, Inc. 0.0%
Value ($000) $20 Shares 75 Est. Cost $30.45 Unrealized +882.2%
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $20 Shares 506 Est. Cost $26.70 Unrealized
ONDS Ondas Holdings, Inc. 0.0%
Value ($000) $20 Shares 3,000 Est. Cost $10.66 Unrealized -19.7%
SNY Sanofi-Aventis 0.0%
Value ($000) $20 Shares 400 Est. Cost $42.50 Unrealized
RIOT Riot Blockchain, Inc. 0.0%
Value ($000) $19 Shares 865 Est. Cost $37.14 Unrealized -19.8%
URGN UroGen Pharma, Ltd. 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $15.85 Unrealized -11.0%
Smartsheet, Inc. 0.0%
Value ($000) $19 Shares 242 Est. Cost $74.38 Unrealized
CTVA Corteva, Inc. 0.0%
Value ($000) $19 Shares 411 Est. Cost $35.09 Unrealized +24.1%
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $19 Shares 235 Est. Cost $53.88 Unrealized
GLBE Global-e Online, Ltd. 0.0%
Value ($000) $19 Shares 300 Est. Cost $60.22 Unrealized 0.0%
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $18 Shares 33 Est. Cost $454.55 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $18 Shares 169 Est. Cost $59.21 Unrealized
Phillips 66 Partners, L.P. 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.00 Unrealized
KDP Keurig Dr Pepper, Inc. 0.0%
Value ($000) $18 Shares 478 Est. Cost $28.61 Unrealized +10.5%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $18 Shares 186 Est. Cost $75.08 Unrealized +5.8%
MT ArcelorMittal 0.0%
Value ($000) $18 Shares 550 Est. Cost $30.91 Unrealized
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $17 Shares 210 Est. Cost $76.19 Unrealized
V W.P. Carey, Inc. 0.0%
Value ($000) $17 Shares 206 Est. Cost $94.96 Unrealized +119.2%
BTBT Bit Digital, Inc. 0.0%
Value ($000) $17 Shares 2,870 Est. Cost $9.66 Unrealized -0.9%
IP International Paper Co. 0.0%
Value ($000) $17 Shares 355 Est. Cost $35.16 Unrealized +16.7%
HYG iShares iBoxx High Yield Corp. Bond ETF 0.0%
Value ($000) $17 Shares 200 Est. Cost $87.57 Unrealized
Delta Air Lines, Inc. 0.0%
Value ($000) $16 Shares 400 Est. Cost $45.04 Unrealized
TDG TransDigm Group, Inc. 0.0%
Value ($000) $16 Shares 25 Est. Cost $520.38 Unrealized 0.0%
ABUS Arbutus Biopharma Corp. 0.0%
Value ($000) $16 Shares 4,000 Est. Cost $1.72 Unrealized +125.4%
Coupa Software, Inc. 0.0%
Value ($000) $16 Shares 100 Est. Cost $313.46 Unrealized
SCM Stellus Capital Investment Corp. 0.0%
Value ($000) $16 Shares 1,200 Est. Cost $9.90 Unrealized +36.4%
General Electric 0.0%
Value ($000) $15 Shares 162 Est. Cost $20.97 Unrealized
GOLF Acushnet Holdings Corp. 0.0%
Value ($000) $15 Shares 275 Est. Cost $41.74 Unrealized +25.9%
TAN Invesco Solar ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $90.00 Unrealized
LTCH Latch, Inc. 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $12.20 Unrealized
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $15 Shares 294 Est. Cost $37.41 Unrealized
BGS B&G Foods, Inc. 0.0%
Value ($000) $15 Shares 500 Est. Cost $17.68 Unrealized +15.3%
Nuveen Quality Municipal Income Fund 0.0%
Value ($000) $15 Shares 955 Est. Cost $14.81 Unrealized
Autodesk, Inc. 0.0%
Value ($000) $15 Shares 55 Est. Cost $272.73 Unrealized
Jacobs Engineering Group, Inc. 0.0%
Value ($000) $15 Shares 110 Est. Cost $136.36 Unrealized
UBER Uber Technologies, Inc. 0.0%
Value ($000) $15 Shares 361 Est. Cost $31.17 Unrealized +38.3%
MQ Marqeta, Inc. 0.0%
Value ($000) $14 Shares 800 Est. Cost $22.37 Unrealized 0.0%
Curis, Inc. 0.0%
Value ($000) $14 Shares 3,000 Est. Cost $4.67 Unrealized
SFL Ship Finance International, Ltd. 0.0%
Value ($000) $14 Shares 1,750 Est. Cost $8.32 Unrealized 0.0%
NVS Novartis AG 0.0%
Value ($000) $14 Shares 163 Est. Cost $83.55 Unrealized
Workhorse Group, Inc. 0.0%
Value ($000) $14 Shares 3,100 Est. Cost $16.36 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $14 Shares 291 Est. Cost $39.92 Unrealized +11.2%
Viridi Cleaner Energy Crypto-Mining ETF 0.0%
Value ($000) $14 Shares 490 Est. Cost $32.65 Unrealized
Bitfarms, Ltd. 0.0%
Value ($000) $14 Shares 2,750 Est. Cost $4.36 Unrealized
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $14 Shares 6 Est. Cost $2003.46 Unrealized +16.4%
IFF International Flavors & Fragrances, Inc. 0.0%
Value ($000) $14 Shares 92 Est. Cost $126.29 Unrealized +2.6%
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $14 Shares 90 Est. Cost $158.21 Unrealized
LDOS Leidos Holdings, Inc. 0.0%
Value ($000) $13 Shares 148 Est. Cost $96.48 Unrealized -8.1%
SailPoint Technologies Holdings, Inc. 0.0%
Value ($000) $13 Shares 275 Est. Cost $43.64 Unrealized
VPG Vishay Precision Group, Inc. 0.0%
Value ($000) $13 Shares 355 Est. Cost $22.48 Unrealized +59.0%
Atlassian Corporation Plc 0.0%
Value ($000) $13 Shares 35 Est. Cost $400.00 Unrealized
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $13 Shares 2,200 Est. Cost $8.98 Unrealized -22.7%
CGEN Compugen, Ltd. 0.0%
Value ($000) $13 Shares 3,000 Est. Cost $6.70 Unrealized -19.2%
CHRW C.H. Robinson Worldwide, Inc. 0.0%
Value ($000) $13 Shares 125 Est. Cost $78.65 Unrealized +11.6%
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $100.00 Unrealized
SNSR Global X Internet of Things ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $33.33 Unrealized
RCL Royal Carribean Cruises Ltd. 0.0%
Value ($000) $12 Shares 150 Est. Cost $89.00 Unrealized -10.3%
MNST Monster Beverage Corp. 0.0%
Value ($000) $12 Shares 122 Est. Cost $44.80 Unrealized -0.8%
KR The Kroger Co. 0.0%
Value ($000) $11 Shares 250 Est. Cost $38.48 Unrealized 0.0%
MLM Martin Marietta Materials 0.0%
Value ($000) $11 Shares 25 Est. Cost $309.80 Unrealized +27.5%
Tilray, Inc. 0.0%
Value ($000) $11 Shares 1,516 Est. Cost $15.57 Unrealized
CWCO Consolidated Water Co., Ltd. 0.0%
Value ($000) $11 Shares 1,006 Est. Cost $11.04 Unrealized -6.7%
COF Capital One Financial Corp. 0.0%
Value ($000) $11 Shares 75 Est. Cost $110.86 Unrealized +29.4%
GlaxoSmithKline plc 0.0%
Value ($000) $11 Shares 250 Est. Cost $37.87 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $43.03 Unrealized
LITE Lumentum Holdings, Inc. 0.0%
Value ($000) $11 Shares 100 Est. Cost $86.24 Unrealized +5.6%
EXPD Expeditors International of Washington 0.0%
Value ($000) $11 Shares 80 Est. Cost $90.91 Unrealized +30.9%
Desktop Metal, Inc. 0.0%
Value ($000) $10 Shares 2,100 Est. Cost $11.69 Unrealized
Invitae Corp. 0.0%
Value ($000) $10 Shares 640 Est. Cost $40.11 Unrealized
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $10 Shares 100 Est. Cost $115.22 Unrealized 0.0%
DIDIY DiDi Global, Inc. 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $5.00 Unrealized
ENS EnerSys 0.0%
Value ($000) $10 Shares 130 Est. Cost $75.07 Unrealized 0.0%
GTM ZoomInfo Technologies, Inc. 0.0%
Value ($000) $10 Shares 150 Est. Cost $59.81 Unrealized +11.9%
OSK Oshkosh Corp. 0.0%
Value ($000) $10 Shares 85 Est. Cost $95.42 Unrealized +6.4%
Marvell Technology, Inc. 0.0%
Value ($000) $10 Shares 115 Est. Cost $39.95 Unrealized
SWK Stanley Black & Decker, Inc. 0.0%
Value ($000) $10 Shares 55 Est. Cost $166.72 Unrealized -4.9%
FIS Fidelity Natl Information Services, Inc. 0.0%
Value ($000) $10 Shares 90 Est. Cost $133.35 Unrealized -23.5%
PFFV Global X Variable Rate Preferred ETF 0.0%
Value ($000) $10 Shares 350 Est. Cost $28.57 Unrealized
SPB Spectrum Brands Holdings, Inc. 0.0%
Value ($000) $10 Shares 94 Est. Cost $56.67 Unrealized +73.3%
FuelCell Energy, Inc. 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $9.85 Unrealized
FTNT Fortinet, Inc. 0.0%
Value ($000) $9 Shares 25 Est. Cost $25.83 Unrealized +154.8%
FDX FedEx Corp. 0.0%
Value ($000) $9 Shares 35 Est. Cost $247.97 Unrealized -11.3%
Royal Dutch Shell plc A 0.0%
Value ($000) $9 Shares 200 Est. Cost $54.73 Unrealized
HRB H&R Block, Inc. 0.0%
Value ($000) $9 Shares 400 Est. Cost $18.78 Unrealized +13.5%
LYFT Lyft, Inc. 0.0%
Value ($000) $9 Shares 210 Est. Cost $37.00 Unrealized +26.4%
Vimeo, Inc. 0.0%
Value ($000) $9 Shares 489 Est. Cost $31.60 Unrealized
Magenta Therapeutics, Inc. 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $10.00 Unrealized
Nuveen Municipal Credit Income Fund 0.0%
Value ($000) $9 Shares 516 Est. Cost $15.50 Unrealized
OTIS Otis Worldwide Corp. 0.0%
Value ($000) $9 Shares 100 Est. Cost $47.48 Unrealized +65.2%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $8 Shares 160 Est. Cost $81.25 Unrealized
PH Parker-Hannifin Corp. 0.0%
Value ($000) $8 Shares 25 Est. Cost $274.54 Unrealized +6.6%
CCC CCC Intelligent Solutions, Inc. 0.0%
Value ($000) $8 Shares 717 Est. Cost $10.34 Unrealized +12.8%
CRPT FT Crypto Industry & Digital Economy ETF 0.0%
Value ($000) $8 Shares 450 Est. Cost $17.78 Unrealized
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $36.21 Unrealized
ALC Alcon, Inc. 0.0%
Value ($000) $8 Shares 89 Est. Cost $68.02 Unrealized +19.5%
BLNK Blink Charging Co. 0.0%
Value ($000) $8 Shares 300 Est. Cost $3.09 Unrealized +940.4%
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $6.00 Unrealized
XLI Industrial Select Sector SPDR ETF 0.0%
Value ($000) $7 Shares 68 Est. Cost $102.94 Unrealized
EA Electronic Arts, Inc. 0.0%
Value ($000) $7 Shares 50 Est. Cost $108.60 Unrealized +21.1%
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $36.83 Unrealized +76.1%
NVO Novo Nordisk A/S 0.0%
Value ($000) $7 Shares 60 Est. Cost $69.44 Unrealized
TSN Tyson Foods, Inc. 0.0%
Value ($000) $7 Shares 75 Est. Cost $59.51 Unrealized +21.2%
Nektar Therapeutics 0.0%
Value ($000) $7 Shares 550 Est. Cost $26.44 Unrealized
FDS FactSet Research Systems, Inc. 0.0%
Value ($000) $7 Shares 15 Est. Cost $302.09 Unrealized +42.7%
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $7 Shares 121 Est. Cost $50.00 Unrealized
CERS Cerus Corp. 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $5.81 Unrealized +15.8%
URA Global X Uranium ETF 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.00 Unrealized
XTN SPDR S&P Transportation ETF 0.0%
Value ($000) $6 Shares 62 Est. Cost $80.65 Unrealized
Chubb Corporation 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.67 Unrealized
Canopy Growth Corp. 0.0%
Value ($000) $6 Shares 672 Est. Cost $20.29 Unrealized
Cerner Crop. 0.0%
Value ($000) $6 Shares 65 Est. Cost $76.92 Unrealized
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.15 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $6 Shares 35 Est. Cost $153.47 Unrealized
EWBC East West Bancorp, Inc. 0.0%
Value ($000) $6 Shares 70 Est. Cost $59.89 Unrealized +19.8%
ZG Zillow Group, Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $71.80 Unrealized 0.0%
PANW Palo Alto Networks, Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $86.50 Unrealized 0.0%
Acasti Pharma, Inc. 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.14 Unrealized
VMware, Inc. 0.0%
Value ($000) $6 Shares 50 Est. Cost $160.00 Unrealized
Piedmont Lithium, Inc. 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
YUMC Yum China Holdings, Inc. 0.0%
Value ($000) $5 Shares 94 Est. Cost $60.57 Unrealized -10.4%
Pioneer Natural Resources Co. 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
JD JD.com, Inc. 0.0%
Value ($000) $5 Shares 70 Est. Cost $71.43 Unrealized
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $5 Shares 250 Est. Cost $23.99 Unrealized -5.4%
Nuveen Municipal Value Fund, Inc. 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
SMH Market Vectors Semiconductor ETF 0.0%
Value ($000) $5 Shares 15 Est. Cost $266.67 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $5 Shares 133 Est. Cost $58.70 Unrealized -49.7%
WDAY Workday, Inc. 0.0%
Value ($000) $5 Shares 20 Est. Cost $247.04 Unrealized +12.4%
ETFMG Video Game Tech ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $40.00 Unrealized
HLT Hilton Worldwide Holdings, Inc. 0.0%
Value ($000) $4 Shares 27 Est. Cost $124.85 Unrealized +13.9%
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $4 Shares 37 Est. Cost $76.95 Unrealized
INVZ Innoviz Technologies, Ltd. 0.0%
Value ($000) $4 Shares 700 Est. Cost $10.36 Unrealized -44.7%
WY Weyerhauser Company 0.0%
Value ($000) $4 Shares 100 Est. Cost $21.15 Unrealized +51.2%
SNPE Xtrackers S&P 500 ESG ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
NWN Northwest Natural Holding Co. 0.0%
Value ($000) $4 Shares 78 Est. Cost $47.63 Unrealized -2.3%
PETS PetMed Express, Inc. 0.0%
Value ($000) $4 Shares 150 Est. Cost $38.84 Unrealized -28.8%
XLB Basic Materials SPDR ETF 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.11 Unrealized
SMG The Scotts Miracle-Gro Co. 0.0%
Value ($000) $4 Shares 22 Est. Cost $60.29 Unrealized +116.0%
ARKQ Ark Autonomous Technology & Robotics ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.63 Unrealized
GlobalX Cleantech ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
PRNT The 3D Printing ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.00 Unrealized
FE FirstEnergy Corp. 0.0%
Value ($000) $4 Shares 100 Est. Cost $32.61 Unrealized 0.0%
HERO Global X Video Games & Esports ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $4 Shares 75 Est. Cost $33.89 Unrealized +18.8%
Call - American Air. - 22 - Exp. 1/20/23 0.0%
Value ($000) $4 Shares 20 Est. Cost $700.00 Unrealized
BLOK Amplify Transformational Data Sharing ETF 0.0%
Value ($000) $4 Shares 101 Est. Cost $49.50 Unrealized
Bitwise 10 Crypto Index Fund 0.0%
Value ($000) $4 Shares 110 Est. Cost $36.36 Unrealized
BATT Amplify Lithium & Battery Technology ETF 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.14 Unrealized
CALY Callaway Golf Co. 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.13 Unrealized +15.1%
CLSK CleanSpark, Inc. 0.0%
Value ($000) $3 Shares 350 Est. Cost $12.73 Unrealized +25.5%
CPB Campbell Soup Co. 0.0%
Value ($000) $3 Shares 59 Est. Cost $40.43 Unrealized -10.5%
PAWZ ProShares Pet Care ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $50.00 Unrealized
HIVE Blockchain Technologies, Ltd. 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
DraftKings, Inc. 0.0%
Value ($000) $3 Shares 100 Est. Cost $52.58 Unrealized
IONQ IonQ, Inc. 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.66 Unrealized 0.0%
Luminar Technologies, Inc. 0.0%
Value ($000) $3 Shares 170 Est. Cost $25.80 Unrealized
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $3 Shares 430 Est. Cost $5.27 Unrealized
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $3 Shares 12 Est. Cost $195.24 Unrealized -0.4%
NOMD Nomad Foods, Ltd. 0.0%
Value ($000) $3 Shares 125 Est. Cost $25.86 Unrealized -0.2%
Ayro, Inc. 0.0%
Value ($000) $3 Shares 2,002 Est. Cost $5.50 Unrealized
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $3 Shares 2,500 Est. Cost $3.47 Unrealized -54.0%
PLTR Palantir Technologies, Inc. 0.0%
Value ($000) $3 Shares 155 Est. Cost $27.43 Unrealized -19.5%
Nabriva Therapeutics plc 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $1.32 Unrealized
VEU Vanguard FTSE All-World ex-U.S. ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $51.85 Unrealized
VTRS Viatris, Inc. 0.0%
Value ($000) $2 Shares 175 Est. Cost $13.33 Unrealized -16.6%
Cohn Robbins Holdings Corp. 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
Velodyne Lidar, Inc. 0.0%
Value ($000) $2 Shares 450 Est. Cost $22.08 Unrealized
Cohn Robbins Holdings Warrants Exp 8/28/25 0.0%
Value ($000) $2 Shares 2,350 Est. Cost $1.28 Unrealized
CNRG SPDR S&P Kensho Clean Power ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
KSS Kohls Corporation 0.0%
Value ($000) $2 Shares 35 Est. Cost $36.87 Unrealized +38.6%
PAVE Global X U.S. Infrastructure Develop. ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
Amyris, Inc. 0.0%
Value ($000) $2 Shares 375 Est. Cost $5.33 Unrealized
Fisker, Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
EPAM EPAM Systems, Inc. 0.0%
Value ($000) $2 Shares 3 Est. Cost $215.70 Unrealized +198.4%
INDA iShares MSCI India ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ANGL VanEck Vectors Fallen Angel H.Y. Bond ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.30 Unrealized
REMX VanEck Vect. Rare Earth/Strat. Metals ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
HRZN Horizon Technology Finance Corp. 0.0%
Value ($000) $1 Shares 83 Est. Cost $9.21 Unrealized +5.7%
INTU Intuit, Inc. 0.0%
Value ($000) $1 Shares 1 Est. Cost $601.47 Unrealized 0.0%
IHS Markit, Ltd. 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
VIGI Vanguard Intl Dividend Appreciation ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
TM Toyota Motor Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
Match Group, Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
VEEV Veeva Systems, Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $278.54 Unrealized +4.4%
BIDU Baidu, Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Aptiv plc 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $1 Shares 29 Est. Cost $44.24 Unrealized -5.0%
AAL American Airlines Group, Inc. 0.0%
Value ($000) $1 Shares 80 Est. Cost $15.87 Unrealized +20.9%
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $1 Shares 30 Est. Cost $45.99 Unrealized -5.0%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
TNDM Tandem Diabetes Care, Inc. 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.07 Unrealized +92.6%
AppHarvest, Inc. 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
Flexion Therapeutics 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
GENNQ Genesis Healthcare, Inc. 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.80 Unrealized -74.7%
CMBM Cambium Networks Corp. 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.54 Unrealized -26.8%
CLF Cleveland-Cliffs, Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.79 Unrealized -5.5%
TDC Teradata Corp. 0.0%
Value ($000) $0 Shares 9 Est. Cost $30.31 Unrealized +62.8%
ACI Albertsons Companies, Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.44 Unrealized 0.0%
Sono Group N.V. 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
GME GameStop Corp. 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.52 Unrealized +54.0%
Senseonics Holdings, Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
PSEWF Paysafe, Ltd. Warrants 0.0%
Value ($000) $0 Shares 750 Est. Cost $4.00 Unrealized
WAB Wabtec Corp. 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.17 Unrealized +29.5%
BiondVax Pharmaceuticals, Ltd. 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
LASR nLIGHT, Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $26.37 Unrealized 0.0%
CLOV Clover Health Investments Corp. 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.82 Unrealized -37.6%
Tonix Pharmaceuticals Holdings Corp. 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized
MindMed, Inc. 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
AVEO Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Aurora Cannabis, Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $6.51 Unrealized
AZN AstraZeneca plc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Arrival, Ltd. 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Waitr Holdings, Inc. 0.0%
Value ($000) $0 Shares 175 Est. Cost Unrealized
Palisade Bio, Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PKE Park Aerospace Corp. 0.0%
Value ($000) $0 Shares 12 Est. Cost $14.69 Unrealized -8.6%
GAP The Gap, Inc. 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.02 Unrealized -12.3%
Paysafe Ltd. 0.0%
Value ($000) $0 Shares 125 Est. Cost $16.00 Unrealized
UWMC UWM Holdings Corp. 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.70 Unrealized -30.4%
Quantum Materials Corp. 0.0%
Value ($000) $0 Shares 65,000 Est. Cost Unrealized
LEVI Levi Strauss & Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.99 Unrealized +20.5%
O Realty Income Corp. 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.93 Unrealized +4.6%
RNXT RenovoRx, Inc. 0.0%
Value ($000) $0 Shares 16 Est. Cost $5.94 Unrealized 0.0%
RMNI Rimini Street, Inc. 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.74 Unrealized +1.5%
Eastman Kodak Co. 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
ISRA VanEck Vectors Israel ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
DURECT Corp. 0.0%
Value ($000) $0 Shares 192 Est. Cost Unrealized