Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 5, 2022

Total Value ($000): $290,667 (100.0% shares, 0.0% debt)

Holdings (591)

AAPL Apple, Inc. 7.4%
Value ($000) $21,603 Shares 158,006 Est. Cost $88.90 Unrealized +67.2%
GMED Globus Medical, Inc. 3.8%
Value ($000) $11,109 Shares 197,873 Est. Cost $36.96 Unrealized +77.8%
JNJ Johnson & Johnson 3.7%
Value ($000) $10,683 Shares 60,183 Est. Cost $109.81 Unrealized +45.7%
IYY iShares Dow Jones Select Divid. Index ETF 2.6%
Value ($000) $7,567 Shares 64,304 Est. Cost $101.76 Unrealized
GOOGL Alphabet, Inc. Class A 2.5%
Value ($000) $7,342 Shares 3,369 Est. Cost $44.33 Unrealized +163.6%
AMZN Amazon.com, Inc. 2.5%
Value ($000) $7,129 Shares 67,123 Est. Cost $122.26 Unrealized +2.3%
ITOT iShares Core S&P Small-Cap ETF 2.2%
Value ($000) $6,459 Shares 69,895 Est. Cost $97.74 Unrealized
KMI Kinder Morgan, Inc. 2.2%
Value ($000) $6,442 Shares 384,381 Est. Cost $13.39 Unrealized +14.4%
GDX VanEck Vectors Gold Miners ETF 2.0%
Value ($000) $5,937 Shares 216,835 Est. Cost $28.79 Unrealized
COST Costco Wholesale Corp. 1.8%
Value ($000) $5,333 Shares 11,127 Est. Cost $239.60 Unrealized +102.4%
MSFT Microsoft Corp. 1.7%
Value ($000) $5,006 Shares 19,490 Est. Cost $55.00 Unrealized +379.0%
CRWD CrowdStrike Holdings, Inc. 1.6%
Value ($000) $4,653 Shares 27,606 Est. Cost $60.01 Unrealized +201.8%
HD The Home Depot, Inc. 1.6%
Value ($000) $4,616 Shares 16,830 Est. Cost $244.72 Unrealized +9.9%
GS Goldman Sachs Group 1.5%
Value ($000) $4,497 Shares 15,140 Est. Cost $215.45 Unrealized +31.6%
Visa, Inc. 1.5%
Value ($000) $4,467 Shares 22,686 Est. Cost $88.45 Unrealized
CWB SPDR Barclays Convertible Securities ETF 1.5%
Value ($000) $4,392 Shares 68,034 Est. Cost $46.62 Unrealized
PFF iShares S&P US Preferred Stock Index ETF 1.5%
Value ($000) $4,253 Shares 129,340 Est. Cost $37.25 Unrealized
VZ Verizon Communications, Inc. 1.4%
Value ($000) $4,137 Shares 81,516 Est. Cost $33.28 Unrealized +20.5%
GLD SPDR Gold Shares ETF 1.4%
Value ($000) $4,073 Shares 24,177 Est. Cost $143.88 Unrealized
UPS United Parcel Service, Inc. 1.3%
Value ($000) $3,903 Shares 21,383 Est. Cost $83.54 Unrealized +83.6%
LMT Lockheed Martin Corp. 1.3%
Value ($000) $3,839 Shares 8,930 Est. Cost $317.38 Unrealized +25.4%
CVS CVS Health Corp. 1.3%
Value ($000) $3,798 Shares 40,990 Est. Cost $56.95 Unrealized +50.8%
KKR & Co. 1.2%
Value ($000) $3,592 Shares 77,593 Est. Cost $24.71 Unrealized
CAH Cardinal Health, Inc. 1.2%
Value ($000) $3,549 Shares 67,902 Est. Cost $49.28 Unrealized +6.8%
AMGN Amgen, Inc. 1.2%
Value ($000) $3,394 Shares 13,951 Est. Cost $129.49 Unrealized +68.8%
PPL PPL Corp. 1.2%
Value ($000) $3,394 Shares 125,117 Est. Cost $22.56 Unrealized +12.1%
AMT American Tower Corp. 1.2%
Value ($000) $3,352 Shares 13,117 Est. Cost $128.65 Unrealized +72.7%
JPM JPMorgan Chase & Co. 1.1%
Value ($000) $3,181 Shares 28,246 Est. Cost $74.84 Unrealized +51.0%
Merck & Co., Inc. 1.1%
Value ($000) $3,162 Shares 34,686 Est. Cost $68.32 Unrealized
PFE Pfizer, Inc. 1.0%
Value ($000) $2,969 Shares 56,630 Est. Cost $28.79 Unrealized +45.9%
IJH SPDR S&P MidCap 400 ETF 1.0%
Value ($000) $2,773 Shares 7,456 Est. Cost $304.46 Unrealized
BlackRock, Inc. 0.9%
Value ($000) $2,749 Shares 4,513 Est. Cost $411.21 Unrealized
FNF Fidelity National Financial, Inc. 0.9%
Value ($000) $2,655 Shares 71,840 Est. Cost $31.75 Unrealized +2.1%
ABBV AbbVie, Inc. 0.9%
Value ($000) $2,624 Shares 17,134 Est. Cost $51.96 Unrealized +158.1%
PG The Procter & Gamble Co. 0.9%
Value ($000) $2,609 Shares 18,142 Est. Cost $67.77 Unrealized +102.6%
DOCN DigitalOcean Holdings, Inc. 0.9%
Value ($000) $2,508 Shares 60,640 Est. Cost $50.12 Unrealized -11.0%
LOW Lowe's Companies Inc. 0.9%
Value ($000) $2,487 Shares 14,237 Est. Cost $66.10 Unrealized +171.6%
JPST JPMorgan Ultra-Short Income ETF 0.8%
Value ($000) $2,436 Shares 48,641 Est. Cost $50.24 Unrealized
HON Honeywell International, Inc. 0.8%
Value ($000) $2,373 Shares 13,654 Est. Cost $109.88 Unrealized +51.3%
PEP PepsiCo, Inc. 0.8%
Value ($000) $2,297 Shares 13,783 Est. Cost $80.23 Unrealized +86.7%
REGN Regeneron Pharmaceuticals, Inc. 0.8%
Value ($000) $2,266 Shares 3,833 Est. Cost $485.07 Unrealized +33.3%
The Blackstone Group, Inc. 0.8%
Value ($000) $2,262 Shares 24,798 Est. Cost $40.32 Unrealized
PAYX Paychex, Inc. 0.8%
Value ($000) $2,247 Shares 19,733 Est. Cost $48.05 Unrealized +134.9%
BRK/B Berkshire Hathaway B 0.8%
Value ($000) $2,229 Shares 8,166 Est. Cost $170.65 Unrealized +83.8%
GIS General Mills, Inc. 0.8%
Value ($000) $2,218 Shares 29,400 Est. Cost $36.59 Unrealized +69.0%
ENB Enbridge, Inc. 0.8%
Value ($000) $2,201 Shares 52,075 Est. Cost $30.83 Unrealized +14.3%
CVX Chevron Corp. 0.7%
Value ($000) $2,167 Shares 14,970 Est. Cost $88.29 Unrealized +61.6%
GOOG Alphabet, Inc. Class C 0.7%
Value ($000) $2,093 Shares 957 Est. Cost $51.30 Unrealized +128.6%
PD PagerDuty, Inc. 0.7%
Value ($000) $2,015 Shares 81,315 Est. Cost $33.19 Unrealized -17.2%
WMT Walmart, Inc. 0.7%
Value ($000) $2,001 Shares 16,456 Est. Cost $28.54 Unrealized +54.3%
CMCSA Comcast Corp. Class A 0.6%
Value ($000) $1,847 Shares 47,062 Est. Cost $34.32 Unrealized +11.8%
TSLA Tesla Motors, Inc. 0.6%
Value ($000) $1,809 Shares 2,687 Est. Cost $198.18 Unrealized +37.7%
AKAM Akamai Technologies, Inc. 0.6%
Value ($000) $1,703 Shares 18,650 Est. Cost $57.77 Unrealized +80.4%
NKE Nike, Inc. 0.6%
Value ($000) $1,694 Shares 16,579 Est. Cost $48.35 Unrealized +130.2%
WTRG Essential Utilities, Inc. 0.6%
Value ($000) $1,694 Shares 36,954 Est. Cost $47.07 Unrealized -1.3%
F Ford Motor Co. 0.6%
Value ($000) $1,601 Shares 143,850 Est. Cost $14.54 Unrealized -27.5%
TFC Truist Financial Corp. 0.5%
Value ($000) $1,585 Shares 33,428 Est. Cost $44.54 Unrealized -8.4%
ABT Abbott Laboratories 0.5%
Value ($000) $1,459 Shares 13,424 Est. Cost $39.14 Unrealized +171.1%
MDLZ Mondelez International, Inc. 0.5%
Value ($000) $1,443 Shares 23,244 Est. Cost $35.67 Unrealized +60.5%
OUNZ VanEck Merk Gold Trust ETF 0.5%
Value ($000) $1,384 Shares 78,925 Est. Cost $17.67 Unrealized
CMI Cummins, Inc. 0.5%
Value ($000) $1,369 Shares 7,075 Est. Cost $121.91 Unrealized +50.1%
ALPS Alerian MLP ETF 0.5%
Value ($000) $1,354 Shares 39,303 Est. Cost $23.52 Unrealized
META Meta Platforms, Inc. 0.5%
Value ($000) $1,350 Shares 8,373 Est. Cost $231.73 Unrealized -17.3%
FIVN Five9, Inc. 0.5%
Value ($000) $1,336 Shares 14,660 Est. Cost $75.45 Unrealized +34.1%
SPDR S&P 500 ETF 0.4%
Value ($000) $1,253 Shares 3,322 Est. Cost $288.80 Unrealized
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $1,178 Shares 11,074 Est. Cost $111.60 Unrealized
PSA Public Storage 0.4%
Value ($000) $1,097 Shares 3,510 Est. Cost $151.15 Unrealized +91.1%
EMR Emerson Electric Co. 0.4%
Value ($000) $1,093 Shares 13,744 Est. Cost $49.23 Unrealized +66.3%
FNX First Trust Mid Cap Core AlphaDEX ETF 0.4%
Value ($000) $1,075 Shares 12,855 Est. Cost $57.03 Unrealized
INTC Intel Corp. 0.4%
Value ($000) $1,074 Shares 28,711 Est. Cost $32.17 Unrealized +26.3%
SHOP Shopify, Inc. 0.4%
Value ($000) $1,065 Shares 34,080 Est. Cost $43.31 Unrealized -1.4%
BlackRock Municipal 2030 Target Term Trust 0.3%
Value ($000) $1,012 Shares 45,700 Est. Cost $23.94 Unrealized
BDX Becton, Dickinson and Co. 0.3%
Value ($000) $987 Shares 4,005 Est. Cost $216.56 Unrealized +10.1%
ALGN Align Technology, Inc. 0.3%
Value ($000) $973 Shares 4,113 Est. Cost $138.83 Unrealized +121.3%
FEX First Trust Large Cap Core AlphaDEX ETF 0.3%
Value ($000) $961 Shares 12,639 Est. Cost $50.84 Unrealized
KO The Coca-Cola Co. 0.3%
Value ($000) $942 Shares 14,979 Est. Cost $33.59 Unrealized +69.0%
ARCC Ares Capital Corp. 0.3%
Value ($000) $889 Shares 49,599 Est. Cost $10.41 Unrealized +32.9%
MCD McDonald's Corp. 0.3%
Value ($000) $879 Shares 3,559 Est. Cost $106.70 Unrealized +112.1%
Eaton Corporation plc 0.3%
Value ($000) $874 Shares 6,939 Est. Cost $71.50 Unrealized
DIS Walt Disney Co. 0.3%
Value ($000) $868 Shares 9,196 Est. Cost $112.10 Unrealized -3.3%
DEO Diageo plc 0.3%
Value ($000) $855 Shares 4,910 Est. Cost $104.93 Unrealized
CSCO Cisco Systems, Inc. 0.3%
Value ($000) $845 Shares 19,814 Est. Cost $35.01 Unrealized +22.3%
HTGC Hercules Capital, Inc. 0.3%
Value ($000) $823 Shares 61,000 Est. Cost $13.91 Unrealized +12.3%
ESTC Elastic N.V. 0.3%
Value ($000) $791 Shares 11,690 Est. Cost $126.58 Unrealized -42.5%
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.3%
Value ($000) $754 Shares 19,000 Est. Cost $32.65 Unrealized
GDXJ VanEck Vectors Junior Gold Miners ETF 0.3%
Value ($000) $747 Shares 23,350 Est. Cost $36.31 Unrealized
JEPI JPMorgan Equity Premium Income ETF 0.3%
Value ($000) $730 Shares 13,173 Est. Cost $56.15 Unrealized
NEM Newmont Corp. 0.2%
Value ($000) $719 Shares 12,051 Est. Cost $51.00 Unrealized +24.1%
ORCL Oracle Corp. 0.2%
Value ($000) $699 Shares 10,004 Est. Cost $37.76 Unrealized +84.9%
SYK Stryker Corp. 0.2%
Value ($000) $681 Shares 3,425 Est. Cost $113.46 Unrealized +99.1%
NVDA NVIDIA Corp. 0.2%
Value ($000) $679 Shares 4,482 Est. Cost $17.93 Unrealized +5.1%
XOM Exxon Mobil Corp. 0.2%
Value ($000) $629 Shares 7,342 Est. Cost $55.56 Unrealized +43.2%
GLW Corning, Inc. 0.2%
Value ($000) $600 Shares 19,030 Est. Cost $19.96 Unrealized +55.6%
ADBE Adobe Systems, Inc. 0.2%
Value ($000) $593 Shares 1,620 Est. Cost $262.72 Unrealized +54.9%
LLY Eli Lilly & Co. 0.2%
Value ($000) $583 Shares 1,799 Est. Cost $75.62 Unrealized +284.7%
Nuveen Intermed. Duration Muni. Term Fund 0.2%
Value ($000) $566 Shares 43,500 Est. Cost $13.10 Unrealized
ICLN iShares Global Clean Energy ETF 0.2%
Value ($000) $566 Shares 29,699 Est. Cost $22.38 Unrealized
VWO Vanguard FTSE Emerging Markets Index ETF 0.2%
Value ($000) $519 Shares 12,463 Est. Cost $37.95 Unrealized
Invesco QQQ ETF 0.2%
Value ($000) $465 Shares 1,659 Est. Cost $230.02 Unrealized
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $445 Shares 7,123 Est. Cost $69.90 Unrealized
ILMN Illumina, Inc. 0.1%
Value ($000) $420 Shares 2,280 Est. Cost $191.57 Unrealized +33.3%
BAX Baxter International, Inc. 0.1%
Value ($000) $416 Shares 6,475 Est. Cost $41.78 Unrealized +59.0%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $410 Shares 5,450 Est. Cost $83.77 Unrealized
Unilever plc 0.1%
Value ($000) $379 Shares 8,276 Est. Cost $55.61 Unrealized
ITB iShares U.S. Home Construction ETF 0.1%
Value ($000) $378 Shares 7,208 Est. Cost $52.44 Unrealized
BIZD VanEck Vectors BDC Income ETF 0.1%
Value ($000) $378 Shares 25,040 Est. Cost $17.19 Unrealized
CAT Caterpillar Inc. 0.1%
Value ($000) $373 Shares 2,088 Est. Cost $120.80 Unrealized +63.3%
JAAA Janus Henderson AAA CLO ETF 0.1%
Value ($000) $358 Shares 7,301 Est. Cost $49.03 Unrealized
GSBD Goldman Sachs BDC, Inc. 0.1%
Value ($000) $358 Shares 21,329 Est. Cost $22.20 Unrealized -16.8%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $355 Shares 8,845 Est. Cost $39.90 Unrealized
ANVS Annovis Bio, Inc. 0.1%
Value ($000) $306 Shares 26,974 Est. Cost $8.52 Unrealized +28.2%
RTX Raytheon Technologies Corp. 0.1%
Value ($000) $304 Shares 3,161 Est. Cost $60.94 Unrealized +45.3%
VPU Vanguard Utilities Index ETF 0.1%
Value ($000) $297 Shares 1,951 Est. Cost $118.23 Unrealized
TTD The Trade Desk, Inc. 0.1%
Value ($000) $293 Shares 7,000 Est. Cost $59.59 Unrealized -8.1%
WM Waste Management, Inc. 0.1%
Value ($000) $290 Shares 1,897 Est. Cost $94.54 Unrealized +56.5%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $287 Shares 600 Est. Cost $312.34 Unrealized +38.6%
Twitter, Inc. 0.1%
Value ($000) $282 Shares 7,554 Est. Cost $23.68 Unrealized
JMST JPMorgan Ultra-Short Municipal Income ETF 0.1%
Value ($000) $279 Shares 5,500 Est. Cost $50.99 Unrealized
C Citigroup, Inc. 0.1%
Value ($000) $277 Shares 6,023 Est. Cost $50.95 Unrealized -14.1%
VUG Vanguard Growth Index ETF 0.1%
Value ($000) $273 Shares 1,225 Est. Cost $142.36 Unrealized
ACN Accenture Ltd. 0.1%
Value ($000) $257 Shares 926 Est. Cost $246.16 Unrealized +15.6%
LIT Global X Lithium & Battery Tech ETF 0.1%
Value ($000) $251 Shares 3,450 Est. Cost $47.08 Unrealized
CIGNA Corp. 0.1%
Value ($000) $251 Shares 952 Est. Cost $186.64 Unrealized
Bank of America Corp. 0.1%
Value ($000) $248 Shares 7,959 Est. Cost $27.60 Unrealized
FSLR First Solar, Inc. 0.1%
Value ($000) $244 Shares 3,575 Est. Cost $58.99 Unrealized +20.7%
ADP Automatic Data Processing 0.1%
Value ($000) $243 Shares 1,158 Est. Cost $147.43 Unrealized +37.4%
AXP American Express 0.1%
Value ($000) $236 Shares 1,700 Est. Cost $72.84 Unrealized +116.3%
CMRC BigCommerce Holdings, Inc. 0.1%
Value ($000) $232 Shares 14,300 Est. Cost $61.41 Unrealized -70.2%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $217 Shares 1,603 Est. Cost $98.89 Unrealized +16.0%
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $216 Shares 3,500 Est. Cost $57.00 Unrealized -5.1%
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $216 Shares 3,000 Est. Cost $79.20 Unrealized
GSK plc 0.1%
Value ($000) $212 Shares 4,861 Est. Cost $43.32 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $206 Shares 4,931 Est. Cost $31.36 Unrealized +22.6%
3M Company 0.1%
Value ($000) $203 Shares 1,570 Est. Cost $175.73 Unrealized
D Dominion Resources 0.1%
Value ($000) $201 Shares 2,519 Est. Cost $53.19 Unrealized +30.4%
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $199 Shares 1,751 Est. Cost $158.08 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $195 Shares 4,293 Est. Cost $24.29 Unrealized +69.7%
PSX Phillips 66 0.1%
Value ($000) $188 Shares 2,298 Est. Cost $67.27 Unrealized +20.3%
WELL Welltower, Inc. 0.1%
Value ($000) $179 Shares 2,175 Est. Cost $47.58 Unrealized +70.6%
RIO Rio Tinto plc 0.1%
Value ($000) $177 Shares 2,900 Est. Cost $63.06 Unrealized
FDIG Fidelity Crypto Industry & Digi. Paym. ETF 0.1%
Value ($000) $176 Shares 14,200 Est. Cost $12.39 Unrealized
AEO American Eagle Outfitters, Inc. 0.1%
Value ($000) $173 Shares 15,500 Est. Cost $12.69 Unrealized 0.0%
CATH Global X S&P 500 Catholic Values ETF 0.1%
Value ($000) $171 Shares 3,730 Est. Cost $49.76 Unrealized
SHY iShares Barclays 1-3 Year Treasury ETF 0.1%
Value ($000) $167 Shares 2,023 Est. Cost $82.82 Unrealized
IGF iShares Global Infrastructure ETF 0.1%
Value ($000) $155 Shares 3,325 Est. Cost $40.85 Unrealized
RSPH Invesco S&P 500 Eq. Weight Health Care ETF 0.1%
Value ($000) $155 Shares 580 Est. Cost $200.66 Unrealized
GME GameStop Corp. 0.1%
Value ($000) $155 Shares 1,270 Est. Cost $31.80 Unrealized +0.0%
VT Vanguard Total World Stock Index Fund ETF 0.1%
Value ($000) $153 Shares 1,789 Est. Cost $97.69 Unrealized
VTV Vanguard Value Index ETF 0.1%
Value ($000) $153 Shares 1,162 Est. Cost $113.48 Unrealized
ConocoPhillips 0.1%
Value ($000) $146 Shares 1,624 Est. Cost $69.26 Unrealized
DOW Dow, Inc. 0.1%
Value ($000) $146 Shares 2,826 Est. Cost $35.25 Unrealized +46.9%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $145 Shares 795 Est. Cost $108.15 Unrealized +69.2%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $142 Shares 5,610 Est. Cost $30.41 Unrealized
QCOM QUALCOMM, Inc. 0.0%
Value ($000) $138 Shares 1,081 Est. Cost $75.98 Unrealized +64.4%
PPG PPG Industries, Inc. 0.0%
Value ($000) $137 Shares 1,200 Est. Cost $91.24 Unrealized +26.7%
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $133 Shares 3,009 Est. Cost $55.62 Unrealized
SMH Market Vectors Semiconductor ETF 0.0%
Value ($000) $133 Shares 655 Est. Cost $236.56 Unrealized
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $132 Shares 257 Est. Cost $250.89 Unrealized +87.7%
VXF Vanguard Extended Market Index ETF 0.0%
Value ($000) $131 Shares 1,000 Est. Cost $100.00 Unrealized
WSFS WSFS Financial Corp. 0.0%
Value ($000) $121 Shares 3,020 Est. Cost $42.27 Unrealized -2.6%
NFLX Netflix, Inc. 0.0%
Value ($000) $120 Shares 686 Est. Cost $34.38 Unrealized -35.5%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $119 Shares 3,775 Est. Cost $36.83 Unrealized
BA The Boeing Co. 0.0%
Value ($000) $118 Shares 861 Est. Cost $280.01 Unrealized -47.3%
VLO Valero Energy Corp. 0.0%
Value ($000) $117 Shares 1,100 Est. Cost $105.92 Unrealized 0.0%
ABNB Airbnb, Inc. 0.0%
Value ($000) $117 Shares 1,315 Est. Cost $168.51 Unrealized -22.8%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $115 Shares 1,602 Est. Cost $74.98 Unrealized
ZM Zoom Video Communications, Inc. 0.0%
Value ($000) $114 Shares 1,055 Est. Cost $91.68 Unrealized +15.0%
CRM salesforce.com, inc. 0.0%
Value ($000) $113 Shares 686 Est. Cost $188.36 Unrealized -7.3%
GPC Genuine Parts Company 0.0%
Value ($000) $113 Shares 850 Est. Cost $67.34 Unrealized +78.7%
AMD Advanced Micro Devices 0.0%
Value ($000) $113 Shares 1,474 Est. Cost $93.14 Unrealized +0.5%
LAM Research Corp. 0.0%
Value ($000) $113 Shares 265 Est. Cost $294.72 Unrealized
MRNA Moderna, Inc. 0.0%
Value ($000) $111 Shares 775 Est. Cost $168.80 Unrealized -15.3%
VTI Vanguard Total Stock Market Index ETF 0.0%
Value ($000) $109 Shares 579 Est. Cost $194.69 Unrealized
TE Connectivity, Ltd. 0.0%
Value ($000) $109 Shares 959 Est. Cost $97.00 Unrealized
DXCM DexCom, Inc. 0.0%
Value ($000) $105 Shares 1,412 Est. Cost $93.84 Unrealized -2.7%
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $102 Shares 896 Est. Cost $114.50 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.0%
Value ($000) $101 Shares 810 Est. Cost $134.57 Unrealized
JMIA Jumia Technologies AG 0.0%
Value ($000) $101 Shares 16,725 Est. Cost $10.50 Unrealized
PWR Quanta Services, Inc. 0.0%
Value ($000) $100 Shares 800 Est. Cost $38.11 Unrealized +220.1%
EPD Enterprise Products Partners, L.P. 0.0%
Value ($000) $99 Shares 4,042 Est. Cost $26.24 Unrealized
PM Philip Morris International, Inc. 0.0%
Value ($000) $99 Shares 1,005 Est. Cost $61.84 Unrealized +38.1%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $97 Shares 755 Est. Cost $96.24 Unrealized
TRIP TripAdvisor, Inc. 0.0%
Value ($000) $96 Shares 5,400 Est. Cost $25.33 Unrealized -6.4%
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $96 Shares 2,154 Est. Cost $59.35 Unrealized
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $95 Shares 150 Est. Cost $19.46 Unrealized +121.0%
ESGD iShares MSCI EAFE ESG Optimized ETF 0.0%
Value ($000) $94 Shares 1,500 Est. Cost $60.21 Unrealized
T AT&T, Inc. 0.0%
Value ($000) $92 Shares 4,402 Est. Cost $15.68 Unrealized +4.0%
VSH Vishay Intertechnology, Inc. 0.0%
Value ($000) $89 Shares 4,976 Est. Cost $13.86 Unrealized +26.9%
NET Cloudflare, Inc. 0.0%
Value ($000) $88 Shares 2,018 Est. Cost $36.10 Unrealized +99.5%
CWST Casella Waste Systems, Inc. 0.0%
Value ($000) $87 Shares 1,200 Est. Cost $83.82 Unrealized -9.2%
CL Colgate-Palmolive Company 0.0%
Value ($000) $86 Shares 1,077 Est. Cost $59.80 Unrealized +20.1%
AFL AFLAC Inc. 0.0%
Value ($000) $83 Shares 1,500 Est. Cost $34.71 Unrealized +56.6%
CEG Constellation Energy Corp. 0.0%
Value ($000) $82 Shares 1,428 Est. Cost $48.89 Unrealized +19.5%
MCK McKesson HBOC, Inc. 0.0%
Value ($000) $82 Shares 250 Est. Cost $161.42 Unrealized +94.6%
INFY Infosys, Ltd. 0.0%
Value ($000) $80 Shares 4,330 Est. Cost $18.70 Unrealized
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $79 Shares 775 Est. Cost $109.99 Unrealized
IWM iShares Russell 1000 Index ETF 0.0%
Value ($000) $78 Shares 436 Est. Cost $142.20 Unrealized
ICF iShares Cohen & Steers Realty Index ETF 0.0%
Value ($000) $78 Shares 1,280 Est. Cost $67.72 Unrealized
MOS The Mosaic Company 0.0%
Value ($000) $76 Shares 1,600 Est. Cost $47.88 Unrealized +16.5%
JEF Jefferies Financial Group, Inc. 0.0%
Value ($000) $76 Shares 2,757 Est. Cost $16.62 Unrealized +58.2%
HSY The Hershey Co. 0.0%
Value ($000) $75 Shares 350 Est. Cost $84.07 Unrealized +136.3%
iShares Int'l Developed Property ETF 0.0%
Value ($000) $71 Shares 2,417 Est. Cost $33.69 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $70 Shares 784 Est. Cost $73.48 Unrealized +23.0%
IMNM Immunome, Inc. 0.0%
Value ($000) $69 Shares 21,627 Est. Cost $22.09 Unrealized -83.5%
VV Vanguard Large-Cap Index ETF 0.0%
Value ($000) $68 Shares 395 Est. Cost $177.70 Unrealized
INMD InMode, Ltd. 0.0%
Value ($000) $67 Shares 3,010 Est. Cost $50.67 Unrealized -48.1%
DFAC Dimensional U.S. Core Equity 2 ETF 0.0%
Value ($000) $64 Shares 2,737 Est. Cost $27.04 Unrealized
SO The Southern Company 0.0%
Value ($000) $64 Shares 900 Est. Cost $43.04 Unrealized +49.4%
MA MasterCard, Inc. 0.0%
Value ($000) $64 Shares 202 Est. Cost $268.44 Unrealized +25.6%
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $64 Shares 408 Est. Cost $122.76 Unrealized +18.5%
MBB iShares MBS ETF 0.0%
Value ($000) $63 Shares 643 Est. Cost $107.46 Unrealized
OGN Organon & Co. 0.0%
Value ($000) $62 Shares 1,836 Est. Cost $26.93 Unrealized +9.6%
SMOG VanEck Vectors Low Carbon Energy ETF 0.0%
Value ($000) $62 Shares 500 Est. Cost $60.00 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $60 Shares 1,800 Est. Cost $15.97 Unrealized +102.4%
EXPE Expedia Group, Inc. 0.0%
Value ($000) $60 Shares 635 Est. Cost $146.25 Unrealized -4.0%
ET Energy Transfer, L.P. 0.0%
Value ($000) $57 Shares 5,760 Est. Cost $12.06 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $57 Shares 285 Est. Cost $313.23 Unrealized -25.1%
SEIC SEI Investments Co. 0.0%
Value ($000) $56 Shares 1,045 Est. Cost $56.09 Unrealized -4.8%
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $56 Shares 1,004 Est. Cost $33.45 Unrealized +30.8%
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $54 Shares 800 Est. Cost $52.02 Unrealized +38.6%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $54 Shares 682 Est. Cost $103.19 Unrealized
Reaves Utility Income Fund 0.0%
Value ($000) $53 Shares 1,694 Est. Cost $30.24 Unrealized
SAIC Science Applications International Corp. 0.0%
Value ($000) $51 Shares 550 Est. Cost $86.88 Unrealized +0.6%
NEE NextEra Energy, Inc. 0.0%
Value ($000) $50 Shares 644 Est. Cost $56.83 Unrealized +21.1%
BOTZ Global X Robotics & A.I. ETF 0.0%
Value ($000) $49 Shares 2,390 Est. Cost $17.27 Unrealized
CHTR Charter Communications, Inc. 0.0%
Value ($000) $49 Shares 104 Est. Cost $367.43 Unrealized +32.7%
Global X Hydrogen ETF 0.0%
Value ($000) $48 Shares 4,000 Est. Cost $19.00 Unrealized
A Agilent Systems 0.0%
Value ($000) $48 Shares 400 Est. Cost $78.89 Unrealized +52.0%
GNR SPDR S&P Global Natural Resources ETF 0.0%
Value ($000) $47 Shares 900 Est. Cost $52.22 Unrealized
Laboratory Corp. of America Holdings 0.0%
Value ($000) $47 Shares 200 Est. Cost $130.00 Unrealized
DHI D.R. Horton, Inc. 0.0%
Value ($000) $46 Shares 700 Est. Cost $67.77 Unrealized 0.0%
AMAT Applied Materials 0.0%
Value ($000) $45 Shares 490 Est. Cost $54.89 Unrealized +93.3%
Meridian Bank 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $16.06 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $44 Shares 434 Est. Cost $82.95 Unrealized
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.0%
Value ($000) $44 Shares 800 Est. Cost $61.29 Unrealized
VGT Vanguard Information Technology Index ETF 0.0%
Value ($000) $44 Shares 135 Est. Cost $408.94 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $44 Shares 879 Est. Cost $91.62 Unrealized
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $43 Shares 1,232 Est. Cost $30.03 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $42 Shares 401 Est. Cost $101.37 Unrealized +13.3%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $42 Shares 400 Est. Cost $104.43 Unrealized
HNDL Strategy Shares Nasdaq 7 Handl Index ETF 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $24.00 Unrealized
COR AmerisourceBergen Corp. 0.0%
Value ($000) $41 Shares 292 Est. Cost $117.11 Unrealized +26.1%
MSTR MicroStrategy, Inc. 0.0%
Value ($000) $41 Shares 248 Est. Cost $41.58 Unrealized -30.5%
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $40 Shares 74 Est. Cost $465.36 Unrealized +17.0%
BHP BHP Group Ltd. 0.0%
Value ($000) $39 Shares 700 Est. Cost $77.14 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $39 Shares 303 Est. Cost $77.24 Unrealized +56.7%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $39 Shares 180 Est. Cost $244.44 Unrealized
IVV iShares S&P 500 Index ETF 0.0%
Value ($000) $38 Shares 100 Est. Cost $380.00 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $38 Shares 771 Est. Cost $65.22 Unrealized
IBM IBM 0.0%
Value ($000) $38 Shares 268 Est. Cost $111.27 Unrealized +5.6%
ShockWave Medical, Inc. 0.0%
Value ($000) $38 Shares 200 Est. Cost $35.00 Unrealized
ROKU Roku, Inc. 0.0%
Value ($000) $38 Shares 465 Est. Cost $103.86 Unrealized -6.7%
Linde AG 0.0%
Value ($000) $38 Shares 131 Est. Cost $198.18 Unrealized
BNTX BioNTech SE 0.0%
Value ($000) $37 Shares 250 Est. Cost $108.00 Unrealized
TJX TJX Companies, Inc. 0.0%
Value ($000) $37 Shares 660 Est. Cost $42.67 Unrealized +34.6%
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $36 Shares 346 Est. Cost $161.60 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $36 Shares 400 Est. Cost $53.34 Unrealized +68.4%
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $36 Shares 805 Est. Cost $43.28 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $36 Shares 600 Est. Cost $110.20 Unrealized -46.7%
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $35 Shares 922 Est. Cost $23.64 Unrealized +19.2%
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.0%
Value ($000) $35 Shares 551 Est. Cost $73.33 Unrealized
Argo Group International Holdings, Ltd. 0.0%
Value ($000) $35 Shares 950 Est. Cost $38.39 Unrealized
ASAN Asana, Inc. 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $65.73 Unrealized -61.7%
YUM Yum! Brands, Inc. 0.0%
Value ($000) $35 Shares 304 Est. Cost $60.04 Unrealized +80.5%
Dollar General Corporation 0.0%
Value ($000) $34 Shares 137 Est. Cost $114.24 Unrealized
VIS Vanguard Industrials Index ETF 0.0%
Value ($000) $34 Shares 211 Est. Cost $146.92 Unrealized
VCSH Vanguard Short-Term Corp. Bond Index ETF 0.0%
Value ($000) $34 Shares 442 Est. Cost $81.90 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $34 Shares 444 Est. Cost $77.14 Unrealized
VYM Vanguard High Dividend Yield Index ETF 0.0%
Value ($000) $34 Shares 330 Est. Cost $81.75 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $33 Shares 94 Est. Cost $402.22 Unrealized
KWEB KraneShares CSI China Internet ETF 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $33.00 Unrealized
XME SPDR S&P Metals and Mining ETF 0.0%
Value ($000) $33 Shares 766 Est. Cost $40.33 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 554 Est. Cost $68.93 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $33 Shares 305 Est. Cost $88.27 Unrealized
Mandiant, Inc. 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $17.44 Unrealized
FFTY Innovator IBD 50 ETF 0.0%
Value ($000) $32 Shares 1,200 Est. Cost $33.74 Unrealized
Malvern Bancorp, Inc. 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $15.50 Unrealized
WOOD iShares Global Timber & Forestry ETF 0.0%
Value ($000) $32 Shares 425 Est. Cost $85.09 Unrealized
V W.P. Carey, Inc. 0.0%
Value ($000) $32 Shares 386 Est. Cost $144.51 Unrealized +39.1%
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $32 Shares 842 Est. Cost $29.44 Unrealized
FNCB Bancorp, Inc. 0.0%
Value ($000) $31 Shares 3,935 Est. Cost $6.00 Unrealized
PRU Prudential Financial, Inc. 0.0%
Value ($000) $31 Shares 325 Est. Cost $66.21 Unrealized +33.6%
PENN Penn National Gaming, Inc. 0.0%
Value ($000) $31 Shares 1,022 Est. Cost $39.77 Unrealized -15.1%
BP BP p.l.c. 0.0%
Value ($000) $31 Shares 1,100 Est. Cost $29.09 Unrealized
EPAM EPAM Systems, Inc. 0.0%
Value ($000) $30 Shares 103 Est. Cost $302.92 Unrealized +0.9%
BMY Bristol-Myers Squibb Co. 0.0%
Value ($000) $29 Shares 376 Est. Cost $44.35 Unrealized +46.5%
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $29 Shares 308 Est. Cost $125.00 Unrealized
PFFD Global X U.S. Preferred ETF 0.0%
Value ($000) $29 Shares 1,350 Est. Cost $26.01 Unrealized
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $28 Shares 450 Est. Cost $38.42 Unrealized +56.3%
QRVO Qorvo, Inc. 0.0%
Value ($000) $28 Shares 300 Est. Cost $80.09 Unrealized +34.7%
CLOV Clover Health Investments Corp. 0.0%
Value ($000) $28 Shares 13,020 Est. Cost $2.67 Unrealized -0.4%
UGI UGI Corporation 0.0%
Value ($000) $28 Shares 720 Est. Cost $53.89 Unrealized -28.1%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $28 Shares 440 Est. Cost $110.80 Unrealized
SCHK Schwab 1000 ETF 0.0%
Value ($000) $27 Shares 750 Est. Cost $41.33 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $27 Shares 200 Est. Cost $58.23 Unrealized +121.8%
KEY KeyCorp 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $16.22 Unrealized -1.9%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $26 Shares 582 Est. Cost $49.83 Unrealized
BBY Best Buy Company, Inc. 0.0%
Value ($000) $26 Shares 400 Est. Cost $60.29 Unrealized +15.8%
BCPC Balchem Corp. 0.0%
Value ($000) $26 Shares 200 Est. Cost $74.87 Unrealized +63.4%
Matterport, Inc. 0.0%
Value ($000) $26 Shares 7,000 Est. Cost $18.92 Unrealized
TotalEnergies SE 0.0%
Value ($000) $26 Shares 500 Est. Cost $50.00 Unrealized
STM STMicroelectronics N.V 0.0%
Value ($000) $25 Shares 800 Est. Cost $37.50 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $41.16 Unrealized
ON Semiconductor Corp. 0.0%
Value ($000) $25 Shares 500 Est. Cost $46.00 Unrealized
SYY Sysco Corp. 0.0%
Value ($000) $24 Shares 280 Est. Cost $71.31 Unrealized +6.2%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $24 Shares 260 Est. Cost $145.30 Unrealized -22.4%
FS KKR Capital Corp. 0.0%
Value ($000) $24 Shares 1,250 Est. Cost $22.40 Unrealized
SHW The Sherwin-Williams Co. 0.0%
Value ($000) $24 Shares 106 Est. Cost $281.41 Unrealized -11.8%
MAR Marriott International Inc. Class A 0.0%
Value ($000) $24 Shares 175 Est. Cost $151.70 Unrealized +5.1%
DuPont de Nemours, Inc. 0.0%
Value ($000) $24 Shares 439 Est. Cost $75.12 Unrealized
Magellan Midstream Partners, L.P. 0.0%
Value ($000) $24 Shares 500 Est. Cost $36.00 Unrealized
XPO Logistics, Inc. 0.0%
Value ($000) $24 Shares 500 Est. Cost $76.00 Unrealized
DE Deere & Company 0.0%
Value ($000) $24 Shares 81 Est. Cost $234.66 Unrealized +49.0%
NVS Novartis AG 0.0%
Value ($000) $23 Shares 273 Est. Cost $85.31 Unrealized
Harbor Corporate Culture Leaders ETF 0.0%
Value ($000) $23 Shares 1,450 Est. Cost $15.86 Unrealized
VALE Vale S.A. 0.0%
Value ($000) $23 Shares 1,600 Est. Cost $14.38 Unrealized
VB Vanguard Small-Cap Index ETF 0.0%
Value ($000) $23 Shares 131 Est. Cost $221.08 Unrealized
SFM Sprouts Farmers Market, Inc. 0.0%
Value ($000) $23 Shares 900 Est. Cost $25.03 Unrealized +10.9%
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $22 Shares 470 Est. Cost $28.00 Unrealized
CTVA Corteva, Inc. 0.0%
Value ($000) $22 Shares 411 Est. Cost $35.09 Unrealized +59.1%
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $22 Shares 300 Est. Cost $136.70 Unrealized -46.2%
GXO GXO Logistics, Inc. 0.0%
Value ($000) $22 Shares 500 Est. Cost $75.70 Unrealized -26.9%
IQV IQVIA Holdings Inc. 0.0%
Value ($000) $21 Shares 97 Est. Cost $230.90 Unrealized -6.0%
Johnson Controls, Inc. 0.0%
Value ($000) $21 Shares 437 Est. Cost $55.86 Unrealized
COIN Coinbase Global, Inc. 0.0%
Value ($000) $20 Shares 425 Est. Cost $228.99 Unrealized -58.4%
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $20 Shares 220 Est. Cost $117.52 Unrealized
CCI Crown Castle International Corp. 0.0%
Value ($000) $20 Shares 120 Est. Cost $150.03 Unrealized +0.1%
VCIT Vanguard Interm.-Term Corporate Bond ETF 0.0%
Value ($000) $20 Shares 251 Est. Cost $92.90 Unrealized
SNY Sanofi-Aventis 0.0%
Value ($000) $20 Shares 400 Est. Cost $42.50 Unrealized
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $19 Shares 186 Est. Cost $75.08 Unrealized +19.1%
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $19 Shares 263 Est. Cost $75.40 Unrealized
XLK Technology Select Sector SPDR ETF 0.0%
Value ($000) $19 Shares 150 Est. Cost $148.89 Unrealized
Put - Accenture - USD270 - Exp. 11/18/22 0.0%
Value ($000) $19 Shares 10 Est. Cost $1900.00 Unrealized
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $19 Shares 600 Est. Cost $28.36 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $19 Shares 530 Est. Cost $41.19 Unrealized -2.9%
Adaptec, Inc. 0.0%
Value ($000) $19 Shares 2,400 Est. Cost $34.44 Unrealized
CARR Carrier Global Corp. 0.0%
Value ($000) $18 Shares 500 Est. Cost $17.13 Unrealized +117.7%
TGT Target Corp. 0.0%
Value ($000) $18 Shares 126 Est. Cost $212.95 Unrealized -20.1%
PPHI Positive Physicians Holdings, Inc. 0.0%
Value ($000) $18 Shares 2,500 Est. Cost $7.24 Unrealized -12.6%
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $18 Shares 400 Est. Cost $35.00 Unrealized
SFL SFL Corporation Ltd. 0.0%
Value ($000) $17 Shares 1,750 Est. Cost $8.32 Unrealized +25.1%
Endo International plc 0.0%
Value ($000) $17 Shares 37,515 Est. Cost $2.99 Unrealized
LQD iShares GS $ InvesTop Corporate Bond ETF 0.0%
Value ($000) $17 Shares 152 Est. Cost $117.35 Unrealized
LPX Louisiana-Pacific Corp. 0.0%
Value ($000) $17 Shares 320 Est. Cost $22.67 Unrealized +182.9%
iShares U.S. Healthcare ETF 0.0%
Value ($000) $17 Shares 65 Est. Cost $292.31 Unrealized
ANSYS, Inc. 0.0%
Value ($000) $17 Shares 71 Est. Cost $341.73 Unrealized
SNA Snap, Inc. 0.0%
Value ($000) $17 Shares 1,263 Est. Cost $171.40 Unrealized +12.9%
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $16 Shares 228 Est. Cost $197.93 Unrealized -56.3%
VCR Vanguard Consumer Discretionary Index ETF 0.0%
Value ($000) $16 Shares 69 Est. Cost $304.35 Unrealized
ONDS Ondas Holdings, Inc. 0.0%
Value ($000) $16 Shares 3,000 Est. Cost $10.66 Unrealized -35.1%
URGN UroGen Pharma, Ltd. 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $15.85 Unrealized -56.7%
NCLH Norwegian Cruise Lines Holdings, Ltd. 0.0%
Value ($000) $16 Shares 1,400 Est. Cost $23.91 Unrealized -29.9%
IP International Paper Co. 0.0%
Value ($000) $15 Shares 363 Est. Cost $35.25 Unrealized +11.5%
HYG iShares iBoxx $ High Yield Corp. Bond ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $87.57 Unrealized
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $6.38 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $15 Shares 241 Est. Cost $54.39 Unrealized
TSN Tyson Foods, Inc. 0.0%
Value ($000) $15 Shares 175 Est. Cost $70.85 Unrealized +12.0%
CWCO Consolidated Water Co., Ltd. 0.0%
Value ($000) $15 Shares 1,022 Est. Cost $11.04 Unrealized +5.3%
FFIV F5 Networks, Inc. 0.0%
Value ($000) $15 Shares 100 Est. Cost $135.48 Unrealized +28.4%
LDOS Leidos Holdings, Inc. 0.0%
Value ($000) $15 Shares 148 Est. Cost $96.48 Unrealized +2.5%
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $14 Shares 3,150 Est. Cost $6.07 Unrealized -18.0%
Jacobs Engineering Group, Inc. 0.0%
Value ($000) $14 Shares 110 Est. Cost $136.36 Unrealized
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $18.00 Unrealized
WBD Warner Bros. Discovery, Inc. A 0.0%
Value ($000) $14 Shares 1,062 Est. Cost $18.55 Unrealized 0.0%
DHR Danaher Corporation 0.0%
Value ($000) $14 Shares 55 Est. Cost $198.70 Unrealized +13.9%
SAP SAP SE 0.0%
Value ($000) $14 Shares 150 Est. Cost $133.33 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $90.00 Unrealized
MNDY monday.com Ltd. 0.0%
Value ($000) $14 Shares 133 Est. Cost $121.46 Unrealized 0.0%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $14 Shares 240 Est. Cost $70.70 Unrealized -13.9%
SCHP Schwab U.S. TIPS ETF 0.0%
Value ($000) $13 Shares 239 Est. Cost $62.76 Unrealized
TER Teradyne, Inc. 0.0%
Value ($000) $13 Shares 140 Est. Cost $125.54 Unrealized -18.4%
EMBC Embecta Corp. 0.0%
Value ($000) $13 Shares 522 Est. Cost $25.42 Unrealized 0.0%
IFF International Flavors & Fragrances, Inc. 0.0%
Value ($000) $13 Shares 105 Est. Cost $125.37 Unrealized -10.2%
DraftKings, Inc. 0.0%
Value ($000) $13 Shares 1,100 Est. Cost $15.52 Unrealized
SNOW Snowflake, Inc. 0.0%
Value ($000) $13 Shares 90 Est. Cost $238.10 Unrealized -33.5%
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
SCM Stellus Capital Investment Corp. 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $9.90 Unrealized +30.5%
KDP Keurig Dr Pepper, Inc. 0.0%
Value ($000) $13 Shares 374 Est. Cost $28.61 Unrealized +14.9%
FISV Fiserv, Inc. 0.0%
Value ($000) $12 Shares 140 Est. Cost $96.99 Unrealized 0.0%
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $12 Shares 134 Est. Cost $156.58 Unrealized -38.2%
Nuveen Quality Municipal Income Fund 0.0%
Value ($000) $12 Shares 955 Est. Cost $14.81 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $12 Shares 294 Est. Cost $39.92 Unrealized +0.1%
Delta Air Lines, Inc. 0.0%
Value ($000) $12 Shares 411 Est. Cost $44.88 Unrealized
KR The Kroger Co. 0.0%
Value ($000) $12 Shares 250 Est. Cost $38.48 Unrealized +27.9%
DDOG Datadog, Inc. 0.0%
Value ($000) $12 Shares 130 Est. Cost $109.90 Unrealized 0.0%
MCO Moody's Corp. 0.0%
Value ($000) $12 Shares 43 Est. Cost $270.35 Unrealized +7.3%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $12 Shares 294 Est. Cost $37.41 Unrealized
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $12 Shares 33 Est. Cost $454.55 Unrealized
BGS B&G Foods, Inc. 0.0%
Value ($000) $12 Shares 500 Est. Cost $17.68 Unrealized -3.2%
MNST Monster Beverage Corp. 0.0%
Value ($000) $11 Shares 122 Est. Cost $44.80 Unrealized -2.9%
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $11 Shares 90 Est. Cost $158.21 Unrealized
Surgalign Holdings, Inc. 0.0%
Value ($000) $11 Shares 3,333 Est. Cost $3.30 Unrealized
GOLF Acushnet Holdings Corp. 0.0%
Value ($000) $11 Shares 275 Est. Cost $41.74 Unrealized -1.3%
CGEN Compugen, Ltd. 0.0%
Value ($000) $11 Shares 6,000 Est. Cost $4.43 Unrealized -51.3%
ABUS Arbutus Biopharma Corp. 0.0%
Value ($000) $11 Shares 4,000 Est. Cost $1.72 Unrealized +48.5%
OLN Olin Corp. 0.0%
Value ($000) $10 Shares 212 Est. Cost $53.56 Unrealized 0.0%
VPG Vishay Precision Group, Inc. 0.0%
Value ($000) $10 Shares 355 Est. Cost $22.48 Unrealized +36.2%
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $48.50 Unrealized
XYL Xylem Inc. 0.0%
Value ($000) $10 Shares 134 Est. Cost $72.87 Unrealized +8.4%
DGX Quest Diagnostics, Inc. 0.0%
Value ($000) $10 Shares 75 Est. Cost $126.95 Unrealized 0.0%
SHEL Shell plc 0.0%
Value ($000) $10 Shares 200 Est. Cost $55.00 Unrealized
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $10 Shares 6 Est. Cost $2003.46 Unrealized +4.8%
DJT Digital World Acquisition Corp. 0.0%
Value ($000) $10 Shares 425 Est. Cost $47.68 Unrealized -12.4%
Barrick Gold Corp. 0.0%
Value ($000) $10 Shares 564 Est. Cost $23.47 Unrealized
Ritchie Bros. Auctioneers, Inc. 0.0%
Value ($000) $10 Shares 160 Est. Cost $62.50 Unrealized
APPS Digital Turbine, Inc. 0.0%
Value ($000) $9 Shares 500 Est. Cost $73.08 Unrealized -62.9%
Autodesk, Inc. 0.0%
Value ($000) $9 Shares 55 Est. Cost $272.73 Unrealized
PCEF Invesco CEF Income Composite ETF 0.0%
Value ($000) $9 Shares 450 Est. Cost $22.22 Unrealized
Seagate Technology Holdings plc 0.0%
Value ($000) $9 Shares 129 Est. Cost $68.29 Unrealized
Desktop Metal, Inc. 0.0%
Value ($000) $9 Shares 4,100 Est. Cost $8.25 Unrealized
ADCT ADC Therapeutics SA 0.0%
Value ($000) $9 Shares 1,100 Est. Cost $24.11 Unrealized -60.8%
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $8 Shares 35 Est. Cost $200.84 Unrealized +26.5%
FDX FedEx Corp. 0.0%
Value ($000) $8 Shares 35 Est. Cost $247.97 Unrealized -20.7%
FIS Fidelity Nat'l Information Services, Inc. 0.0%
Value ($000) $8 Shares 90 Est. Cost $133.35 Unrealized -32.1%
COF Capital One Financial Corp. 0.0%
Value ($000) $8 Shares 75 Est. Cost $110.86 Unrealized +3.2%
FuelCell Energy, Inc. 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $9.85 Unrealized
GM General Motors 0.0%
Value ($000) $8 Shares 250 Est. Cost $36.19 Unrealized 0.0%
SNSR Global X Internet of Things ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $33.33 Unrealized
Global X SuperDividend ETF 0.0%
Value ($000) $8 Shares 825 Est. Cost $10.91 Unrealized
SPB Spectrum Brands Holdings, Inc. 0.0%
Value ($000) $8 Shares 94 Est. Cost $56.67 Unrealized +51.4%
LITE Lumentum Holdings, Inc. 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.24 Unrealized -0.9%
EXPD Expeditors International of Washington 0.0%
Value ($000) $8 Shares 80 Est. Cost $90.91 Unrealized +7.6%
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $36.21 Unrealized
United States Steel Corp. 0.0%
Value ($000) $8 Shares 450 Est. Cost $37.78 Unrealized
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $6.00 Unrealized
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $8 Shares 2,200 Est. Cost $8.98 Unrealized -56.4%
Atlassian Corporation Plc 0.0%
Value ($000) $8 Shares 45 Est. Cost $375.31 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $7 Shares 60 Est. Cost $69.44 Unrealized
PATH UiPath Inc. 0.0%
Value ($000) $7 Shares 377 Est. Cost $49.32 Unrealized -62.1%
Workhorse Group, Inc. 0.0%
Value ($000) $7 Shares 2,800 Est. Cost $16.36 Unrealized
UBER Uber Technologies, Inc. 0.0%
Value ($000) $7 Shares 361 Est. Cost $31.17 Unrealized -14.8%
Nuveen Insured Municipal Opportunity ETF 0.0%
Value ($000) $7 Shares 316 Est. Cost $22.15 Unrealized
FTNT Fortinet, Inc. 0.0%
Value ($000) $7 Shares 125 Est. Cost $52.68 Unrealized +12.7%
SONY Sony Group Corp. 0.0%
Value ($000) $7 Shares 85 Est. Cost $105.88 Unrealized
Vimeo, Inc. 0.0%
Value ($000) $7 Shares 1,096 Est. Cost $20.67 Unrealized
CCC CCC Intelligent Solutions, Inc. 0.0%
Value ($000) $7 Shares 717 Est. Cost $10.34 Unrealized -11.1%
OSK Oshkosh Corp. 0.0%
Value ($000) $7 Shares 85 Est. Cost $95.42 Unrealized -10.0%
Pioneer Natural Resources Co. 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
Nuveen Municipal Credit Income Fund 0.0%
Value ($000) $6 Shares 516 Est. Cost $15.50 Unrealized
TELA TELA Bio, Inc. 0.0%
Value ($000) $6 Shares 834 Est. Cost $8.30 Unrealized 0.0%
OVV Ovintiv, Inc. 0.0%
Value ($000) $6 Shares 125 Est. Cost $43.09 Unrealized +19.6%
SWK Stanley Black & Decker, Inc. 0.0%
Value ($000) $6 Shares 55 Est. Cost $166.72 Unrealized -36.0%
Chubb Corporation 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.67 Unrealized
Core Scientific, Inc. 0.0%
Value ($000) $6 Shares 4,020 Est. Cost $8.23 Unrealized
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $6 Shares 160 Est. Cost $81.25 Unrealized
XYZ Block, Inc. 0.0%
Value ($000) $6 Shares 90 Est. Cost $68.90 Unrealized +32.6%
XLI Industrial Select Sector SPDR ETF 0.0%
Value ($000) $6 Shares 68 Est. Cost $102.94 Unrealized
EA Electronic Arts, Inc. 0.0%
Value ($000) $6 Shares 50 Est. Cost $108.60 Unrealized +15.1%
ZG Zillow Group, Inc. 0.0%
Value ($000) $6 Shares 200 Est. Cost $62.34 Unrealized -36.7%
Camber Energy, Inc. 0.0%
Value ($000) $5 Shares 12,500 Est. Cost $0.40 Unrealized
Marvell Technology, Inc. 0.0%
Value ($000) $5 Shares 115 Est. Cost $39.95 Unrealized
WDS Woodside Energy Group Ltd. 0.0%
Value ($000) $5 Shares 252 Est. Cost $19.84 Unrealized
GTM ZoomInfo Technologies, Inc. 0.0%
Value ($000) $5 Shares 150 Est. Cost $59.81 Unrealized -26.2%
TSCO Tractor Supply Co. 0.0%
Value ($000) $5 Shares 25 Est. Cost $20.01 Unrealized +90.5%
LTCH Latch, Inc. 0.0%
Value ($000) $5 Shares 4,200 Est. Cost $8.05 Unrealized
CPNG Coupang, Inc. 0.0%
Value ($000) $5 Shares 400 Est. Cost $21.37 Unrealized -36.2%
BBH VanEck Biotech ETF 0.0%
Value ($000) $5 Shares 34 Est. Cost $147.06 Unrealized
CRNT Ceragon Networks, Ltd. 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $1.91 Unrealized 0.0%
KHC Kraft Heinz Company 0.0%
Value ($000) $5 Shares 133 Est. Cost $58.70 Unrealized -42.8%
PANW Palo Alto Networks, Inc. 0.0%
Value ($000) $5 Shares 10 Est. Cost $86.50 Unrealized +2.5%
PowerShares Global Clean Energy ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $5 Shares 122 Est. Cost $50.00 Unrealized
Acasti Pharma, Inc. 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $1.14 Unrealized
SRNE Sorrento Therapeutics, Inc. 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.73 Unrealized 0.0%
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $78.96 Unrealized
PINS Pinterest, Inc. 0.0%
Value ($000) $4 Shares 210 Est. Cost $27.30 Unrealized -23.4%
XTN SPDR S&P Transportation ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $80.65 Unrealized
Sprint Nextel Corp. 0.0%
Value ($000) $4 Shares 175 Est. Cost $40.00 Unrealized
FE FirstEnergy Corp. 0.0%
Value ($000) $4 Shares 100 Est. Cost $32.61 Unrealized +12.8%
Nuveen Municipal Value Fund, Inc. 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
Curis, Inc. 0.0%
Value ($000) $4 Shares 4,000 Est. Cost $3.75 Unrealized
NWN Northwest Natural Holding Co. 0.0%
Value ($000) $4 Shares 80 Est. Cost $47.71 Unrealized +8.1%
SPGI S&P Global, Inc. 0.0%
Value ($000) $3 Shares 8 Est. Cost $394.19 Unrealized -12.3%
Tilray, Inc. 0.0%
Value ($000) $3 Shares 1,116 Est. Cost $14.42 Unrealized
RSPM Invesco S&P 500 Equal Weight Materials ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
XLB Basic Materials SPDR ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $85.11 Unrealized
RBLX Roblox Corp. 0.0%
Value ($000) $3 Shares 100 Est. Cost $77.30 Unrealized -56.5%
MU Micron Technology, Inc. 0.0%
Value ($000) $3 Shares 50 Est. Cost $77.17 Unrealized -13.8%
INVZ Innoviz Technologies, Ltd. 0.0%
Value ($000) $3 Shares 700 Est. Cost $10.36 Unrealized -62.4%
SNPE Xtrackers S&P 500 ESG ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
BitNile Holdings, Inc. 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
PRNT The 3D Printing ETF 0.0%
Value ($000) $3 Shares 125 Est. Cost $32.00 Unrealized
ETFMG Video Game Tech ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
RPID Rapid Micro Biosystems, Inc. 0.0%
Value ($000) $3 Shares 654 Est. Cost $4.65 Unrealized 0.0%
WCLD WisdomTree Cloud Computing ETF 0.0%
Value ($000) $3 Shares 115 Est. Cost $43.48 Unrealized
TQQQ ProShares UltraPro QQQ ETF 0.0%
Value ($000) $3 Shares 130 Est. Cost $32.25 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
LYB LyondellBasell Industries N.V. 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.53 Unrealized 0.0%
CAG ConAgra, Inc. 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.56 Unrealized 0.0%
Vinco Ventures, Inc. 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
GlobalX Cleantech ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
HERO Global X Video Games & Esports ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $26.67 Unrealized
CPB Campbell Soup Co. 0.0%
Value ($000) $3 Shares 59 Est. Cost $40.43 Unrealized +3.0%
BATT Amplify Lithium & Battery Technology ETF 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.14 Unrealized
CNRG SPDR S&P Kensho Clean Power ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
Canopy Growth Corp. 0.0%
Value ($000) $2 Shares 672 Est. Cost $20.29 Unrealized
PAWZ ProShares Pet Care ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
ContextLogic, Inc. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
General Electric 0.0%
Value ($000) $2 Shares 38 Est. Cost $20.97 Unrealized
Phunware, Inc. 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
VEU Vanguard FTSE All-World ex-US Index ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $51.85 Unrealized
BLOK Amplify Transformational Data Sharing ETF 0.0%
Value ($000) $2 Shares 115 Est. Cost $47.71 Unrealized
PAVE Global X U.S. Infrastructure Develop. ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
REMX VanEck Vect. Rare Earth/Strat. Metals ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
CRPT FT Crypto Industry & Digital Economy ETF 0.0%
Value ($000) $2 Shares 450 Est. Cost $17.78 Unrealized
LW Lamb Weston Holdings, Inc. 0.0%
Value ($000) $2 Shares 33 Est. Cost $62.04 Unrealized 0.0%
PTON Peloton Interactive, Inc. 0.0%
Value ($000) $2 Shares 200 Est. Cost $28.67 Unrealized -44.0%
VTRS Viatris, Inc. 0.0%
Value ($000) $2 Shares 192 Est. Cost $12.99 Unrealized -28.5%
Ayro, Inc. 0.0%
Value ($000) $2 Shares 2,002 Est. Cost $5.50 Unrealized
SMG The Scotts Miracle-Gro Co. 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.29 Unrealized +39.4%
CALY Callaway Golf Co. 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.13 Unrealized -10.9%
SERA Sera Prognostics, Inc. 0.0%
Value ($000) $2 Shares 1,100 Est. Cost $1.92 Unrealized 0.0%
JETS U.S. Global Jets ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.00 Unrealized
RIOT Riot Blockchain, Inc. 0.0%
Value ($000) $2 Shares 515 Est. Cost $32.23 Unrealized -71.2%
YUMC Yum China Holdings, Inc. 0.0%
Value ($000) $2 Shares 44 Est. Cost $60.57 Unrealized -30.5%
Nikola Corp. 0.0%
Value ($000) $2 Shares 525 Est. Cost $11.43 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $2 Shares 550 Est. Cost $26.44 Unrealized
INDA iShares MSCI India ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
TM Toyota Motor Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
IAU iShares Gold Trust ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
HRZN Horizon Technology Finance Corp. 0.0%
Value ($000) $1 Shares 87 Est. Cost $9.16 Unrealized -17.8%
Draganfly, Inc. 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $0.67 Unrealized
Call - American Airlines 0.0%
Value ($000) $1 Shares 20 Est. Cost $700.00 Unrealized
Aterian, Inc. 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $59.21 Unrealized
Bitwise 10 Crypto Index ETF 0.0%
Value ($000) $1 Shares 110 Est. Cost $36.36 Unrealized
SCHV Schwab U.S. Large-Cap Value ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $1 Shares 29 Est. Cost $44.24 Unrealized -8.0%
Hycroft Mining Holding Corp. 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.77 Unrealized +5.1%
Nabriva Therapeutics plc 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $1.32 Unrealized
SCHH Schwab U.S. REIT ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
AAL American Airlines Group, Inc. 0.0%
Value ($000) $1 Shares 80 Est. Cost $15.87 Unrealized +4.9%
Amyris, Inc. 0.0%
Value ($000) $1 Shares 375 Est. Cost $5.33 Unrealized
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $38.46 Unrealized
SPEU SPDR Portfolio Europe ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $51.28 Unrealized
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $3.47 Unrealized -73.5%
FSLY Fastly, Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $86.68 Unrealized -83.7%
SBUX Starbucks Corp. 0.0%
Value ($000) $1 Shares 15 Est. Cost $55.72 Unrealized +26.3%
Luminar Technologies, Inc. 0.0%
Value ($000) $1 Shares 170 Est. Cost $25.80 Unrealized
Li-Cycle Holdings Corp. 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
SDCCQ SmileDirectClub, Inc. 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.62 Unrealized 0.0%
KSS Kohl's Corporation 0.0%
Value ($000) $1 Shares 35 Est. Cost $36.87 Unrealized +33.0%
VEEV Veeva Systems, Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $278.54 Unrealized -33.9%
Virgin Galactic Holdings, Inc. 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
CLF Cleveland-Cliffs, Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.79 Unrealized +4.9%
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LYFT Lyft, Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.00 Unrealized -37.0%
ACI Albertsons Companies, Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.44 Unrealized -2.6%
PLTR Palantir Technologies, Inc. 0.0%
Value ($000) $0 Shares 17 Est. Cost $26.03 Unrealized -62.0%
Palisade Bio, Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ISRA VanEck Vectors Israel ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Aptiv plc 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
WAB Wabtec Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.17 Unrealized +26.2%
AppHarvest, Inc. 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
PKE Park Aerospace Corp. 0.0%
Value ($000) $0 Shares 12 Est. Cost $14.69 Unrealized -16.6%
TNDM Tandem Diabetes Care, Inc. 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.07 Unrealized +17.2%
Sono Group N.V. 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
Cryptyde, Inc. 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
GENNQ Genesis Healthcare, Inc. 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.80 Unrealized -84.8%
AMC Entertainment Holdings, Inc. 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Waitr Holdings, Inc. 0.0%
Value ($000) $0 Shares 175 Est. Cost Unrealized
LEVI Levi Strauss & Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.99 Unrealized -15.0%
GAP The Gap, Inc. 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.02 Unrealized -50.7%
Senseonics Holdings, Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
INTU Intuit, Inc. 0.0%
Value ($000) $0 Shares 1 Est. Cost $601.47 Unrealized -32.8%
Ebang International Holdings, Inc. 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
BTCT Meten Holding Group Ltd. 0.0%
Value ($000) $0 Shares 167 Est. Cost Unrealized
BiondVax Pharmaceuticals, Ltd. 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
Match Group, Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Blackrock Science & Technology Trust II 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Remark Holdings, Inc. 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
RNXT RenovoRx, Inc. 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.16 Unrealized -60.4%
RMNI Rimini Street, Inc. 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.74 Unrealized -23.1%
Arrival, Ltd. 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
UWMC UWM Holdings Corp. 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.70 Unrealized -60.5%
AZN AstraZeneca plc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Quantum Materials Corp. 0.0%
Value ($000) $0 Shares 65,000 Est. Cost Unrealized
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $0 Shares 50 Est. Cost $23.99 Unrealized -48.9%
TDC Teradata Corp. 0.0%
Value ($000) $0 Shares 9 Est. Cost $30.31 Unrealized +31.6%
CMBM Cambium Networks Corp. 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.54 Unrealized -60.2%
Aurora Cannabis, Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $6.51 Unrealized
LASR nLIGHT, Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost $24.49 Unrealized -47.3%
Tonix Pharmaceuticals Holdings Corp. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.10 Unrealized
AVEO Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
DURECT Corp. 0.0%
Value ($000) $0 Shares 192 Est. Cost Unrealized
Mind Medicine, Inc. 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
Eastman Kodak Co. 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized