Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 11, 2019

Total Value ($000): $165,469 (100.0% shares, 0.0% debt)

Holdings (353)

XOM EXXON MOBIL CORP COM 16.4%
Value ($000) $27,072 Shares 353,291 Est. Cost $56.33 Unrealized +1.0%
VOO VANGUARD S&P 500 ETF 10.0%
Value ($000) $16,487 Shares 61,256 Est. Cost $228.78 Unrealized
HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF 7.8%
Value ($000) $12,841 Shares 630,735 Est. Cost $20.36 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 2.3%
Value ($000) $3,846 Shares 67,326 Est. Cost $34.27 Unrealized +16.8%
LMT LOCKHEED MARTIN CORP COM 2.0%
Value ($000) $3,260 Shares 8,968 Est. Cost $227.89 Unrealized +22.8%
CSCO CISCO SYS INC COM 1.8%
Value ($000) $2,900 Shares 52,990 Est. Cost $27.51 Unrealized +64.2%
AEP AMERICAN ELEC PWR CO INC COM 1.7%
Value ($000) $2,802 Shares 31,838 Est. Cost $50.20 Unrealized +35.9%
MRK MERCK & CO INC COM 1.7%
Value ($000) $2,781 Shares 33,173 Est. Cost $46.32 Unrealized +34.1%
CVX CHEVRON CORP NEW COM 1.7%
Value ($000) $2,754 Shares 22,138 Est. Cost $78.24 Unrealized +15.3%
CAT CATERPILLAR INC DEL COM 1.7%
Value ($000) $2,746 Shares 20,153 Est. Cost $90.56 Unrealized +26.7%
CCI CROWN CASTLE INTL CORP NEW COM 1.7%
Value ($000) $2,740 Shares 21,026 Est. Cost $79.88 Unrealized +20.9%
WELL WELLTOWER INC COM 1.6%
Value ($000) $2,722 Shares 33,391 Est. Cost $49.90 Unrealized +28.2%
BMO BANK MONTREAL QUE COM 1.6%
Value ($000) $2,722 Shares 36,087 Est. Cost $50.48 Unrealized +14.2%
IBM INTERNATIONAL BUSINESS MACHS COM 1.6%
Value ($000) $2,684 Shares 19,469 Est. Cost $89.74 Unrealized +9.9%
DLR DIGITAL RLTY TR INC COM 1.6%
Value ($000) $2,647 Shares 22,479 Est. Cost $79.47 Unrealized +19.0%
DUK DUKE ENERGY CORP NEW COM NEW 1.6%
Value ($000) $2,635 Shares 29,866 Est. Cost $57.33 Unrealized +18.2%
BCE BCE INC COM NEW 1.6%
Value ($000) $2,625 Shares 57,721 Est. Cost $26.66 Unrealized +9.4%
ETN EATON CORP PLC SHS 1.6%
Value ($000) $2,599 Shares 31,219 Est. Cost $65.92 Unrealized +8.3%
EPD ENTERPRISE PRODS PARTNERS L P COM 1.5%
Value ($000) $2,557 Shares 88,597 Est. Cost $27.34 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 1.5%
Value ($000) $2,546 Shares 61,006 Est. Cost $41.92 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1.5%
Value ($000) $2,486 Shares 38,852 Est. Cost $68.22 Unrealized
ABBV ABBVIE INC COM 1.5%
Value ($000) $2,413 Shares 33,192 Est. Cost $52.79 Unrealized +12.5%
SPG SIMON PPTY GROUP INC NEW COM 1.4%
Value ($000) $2,326 Shares 14,564 Est. Cost $110.66 Unrealized +7.6%
MO ALTRIA GROUP INC COM 1.4%
Value ($000) $2,270 Shares 47,961 Est. Cost $33.67 Unrealized -8.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 1.3%
Value ($000) $2,209 Shares 31,326 Est. Cost $62.33 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 1.2%
Value ($000) $1,932 Shares 8,028 Est. Cost $162.21 Unrealized
AAPL APPLE INC COM 1.0%
Value ($000) $1,589 Shares 8,033 Est. Cost $33.24 Unrealized +40.3%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.9%
Value ($000) $1,540 Shares 35,292 Est. Cost $43.03 Unrealized
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $1,489 Shares 11,120 Est. Cost $80.28 Unrealized +48.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $1,429 Shares 44,560 Est. Cost $31.23 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.8%
Value ($000) $1,370 Shares 52,227 Est. Cost $24.52 Unrealized
QQQ INVESCO QQQ TRUST 0.8%
Value ($000) $1,368 Shares 7,327 Est. Cost $171.77 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.7%
Value ($000) $1,233 Shares 21,345 Est. Cost $53.13 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,023 Shares 7,349 Est. Cost $93.66 Unrealized +22.5%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.6%
Value ($000) $1,009 Shares 19,096 Est. Cost $47.14 Unrealized
AMGN AMGEN INC COM 0.6%
Value ($000) $930 Shares 5,048 Est. Cost $135.42 Unrealized +8.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.5%
Value ($000) $857 Shares 15,017 Est. Cost $51.92 Unrealized
ALERIAN MLP ETF 0.5%
Value ($000) $842 Shares 85,545 Est. Cost $10.04 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $824 Shares 4,026 Est. Cost $31.88 Unrealized +31.1%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.5%
Value ($000) $822 Shares 7,657 Est. Cost $105.51 Unrealized
QCOM QUALCOMM INC COM 0.5%
Value ($000) $802 Shares 10,546 Est. Cost $48.53 Unrealized +29.2%
HD HOME DEPOT INC COM 0.5%
Value ($000) $767 Shares 3,688 Est. Cost $162.06 Unrealized +4.6%
KO COCA COLA CO COM 0.4%
Value ($000) $726 Shares 14,270 Est. Cost $32.72 Unrealized +22.0%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.4%
Value ($000) $719 Shares 14,217 Est. Cost $50.17 Unrealized
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $696 Shares 10,439 Est. Cost $47.03 Unrealized +22.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $692 Shares 10,870 Est. Cost $66.04 Unrealized
ADBE ADOBE INC COM 0.4%
Value ($000) $692 Shares 2,351 Est. Cost $182.81 Unrealized +51.9%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $684 Shares 7,033 Est. Cost $66.87 Unrealized +13.9%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $681 Shares 8,681 Est. Cost $62.04 Unrealized -6.1%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $679 Shares 359 Est. Cost $66.90 Unrealized +39.2%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $676 Shares 5,894 Est. Cost $79.63 Unrealized +16.5%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $658 Shares 2,699 Est. Cost $196.26 Unrealized +9.8%
ORCL ORACLE CORP COM 0.4%
Value ($000) $642 Shares 11,276 Est. Cost $34.14 Unrealized +44.0%
OKE ONEOK INC NEW COM 0.4%
Value ($000) $616 Shares 8,965 Est. Cost $41.68 Unrealized +5.2%
MMM 3M CO COM 0.4%
Value ($000) $609 Shares 3,515 Est. Cost $137.54 Unrealized -12.3%
TD TORONTO DOMINION BK ONT COM NEW 0.4%
Value ($000) $599 Shares 10,273 Est. Cost $57.19 Unrealized -1.7%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $592 Shares 11,307 Est. Cost $38.99 Unrealized -0.1%
V VISA INC COM CL A 0.4%
Value ($000) $588 Shares 3,390 Est. Cost $114.16 Unrealized +36.9%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $584 Shares 5,663 Est. Cost $81.12 Unrealized -1.2%
BB&T CORP COM 0.4%
Value ($000) $580 Shares 11,820 Est. Cost $44.12 Unrealized
MA MASTERCARD INC CL A 0.3%
Value ($000) $567 Shares 2,146 Est. Cost $202.02 Unrealized +19.5%
META FACEBOOK INC CL A 0.3%
Value ($000) $530 Shares 2,748 Est. Cost $168.93 Unrealized +7.4%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $485 Shares 448 Est. Cost $52.15 Unrealized +10.2%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.3%
Value ($000) $483 Shares 9,116 Est. Cost $51.79 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.3%
Value ($000) $474 Shares 5,546 Est. Cost $61.15 Unrealized +3.0%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $423 Shares 2,149 Est. Cost $164.48 Unrealized +6.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $402 Shares 2,374 Est. Cost $174.46 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $378 Shares 1,850 Est. Cost $184.31 Unrealized -8.3%
NKE NIKE INC CL B 0.2%
Value ($000) $366 Shares 4,364 Est. Cost $62.34 Unrealized +23.7%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $348 Shares 2,495 Est. Cost $101.48 Unrealized +26.1%
CRM SALESFORCE COM INC COM 0.2%
Value ($000) $334 Shares 2,206 Est. Cost $143.75 Unrealized +7.7%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $327 Shares 1,578 Est. Cost $126.58 Unrealized +34.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $324 Shares 2,913 Est. Cost $105.64 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $299 Shares 4,190 Est. Cost $69.77 Unrealized
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $295 Shares 2,066 Est. Cost $86.95 Unrealized +32.2%
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $292 Shares 6,202 Est. Cost $45.80 Unrealized
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $291 Shares 6,501 Est. Cost $42.76 Unrealized -8.0%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $269 Shares 1,020 Est. Cost $179.92 Unrealized +25.9%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $265 Shares 1,967 Est. Cost $92.24 Unrealized +25.5%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $264 Shares 1,444 Est. Cost $116.45 Unrealized +34.8%
ACWI ISHARES MSCI ACWI INDEX FUND 0.2%
Value ($000) $254 Shares 3,449 Est. Cost $62.32 Unrealized
BIIB BIOGEN INC COM 0.2%
Value ($000) $250 Shares 1,069 Est. Cost $293.99 Unrealized -21.5%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.1%
Value ($000) $245 Shares 6,104 Est. Cost $42.47 Unrealized -6.6%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $232 Shares 1,749 Est. Cost $121.26 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $232 Shares 1,141 Est. Cost $37.41 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $231 Shares 3,656 Est. Cost $64.73 Unrealized -8.2%
T AT&T INC COM 0.1%
Value ($000) $230 Shares 6,874 Est. Cost $15.35 Unrealized -1.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $212 Shares 995 Est. Cost $186.19 Unrealized +11.1%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $211 Shares 1,408 Est. Cost $144.13 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.1%
Value ($000) $207 Shares 7,500 Est. Cost $25.26 Unrealized -7.7%
GLOBAL X MLP ETF 0.1%
Value ($000) $203 Shares 23,068 Est. Cost $8.80 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $201 Shares 1,838 Est. Cost $66.02 Unrealized +37.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $189 Shares 4,453 Est. Cost $38.14 Unrealized
VIRT VIRTU FINL INC CL A 0.1%
Value ($000) $186 Shares 8,581 Est. Cost $24.12 Unrealized -2.6%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $183 Shares 499 Est. Cost $313.79 Unrealized +0.6%
BAC BANK AMER CORP COM 0.1%
Value ($000) $180 Shares 6,216 Est. Cost $21.92 Unrealized +11.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $175 Shares 2,862 Est. Cost $63.79 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $173 Shares 2,242 Est. Cost $53.63 Unrealized +6.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $167 Shares 570 Est. Cost $223.53 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $164 Shares 2,527 Est. Cost $64.71 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $158 Shares 435 Est. Cost $220.44 Unrealized +62.1%
INTC INTEL CORP COM 0.1%
Value ($000) $157 Shares 3,284 Est. Cost $30.27 Unrealized +42.4%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.1%
Value ($000) $148 Shares 10,532 Est. Cost $14.46 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $146 Shares 3,093 Est. Cost $40.18 Unrealized -2.7%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $142 Shares 2,719 Est. Cost $42.16 Unrealized -2.2%
AMERIGAS PARTNERS L P UNIT L P INT 0.1%
Value ($000) $141 Shares 4,049 Est. Cost $47.23 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $134 Shares 3,352 Est. Cost $39.54 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $127 Shares 2,948 Est. Cost $21.80 Unrealized +34.0%
VTR VENTAS INC COM 0.1%
Value ($000) $120 Shares 1,759 Est. Cost $42.86 Unrealized +13.9%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $113 Shares 612 Est. Cost $43.43 Unrealized +39.2%
CMP COMPASS MINERALS INTL INC COM 0.1%
Value ($000) $110 Shares 2,010 Est. Cost $56.59 Unrealized -17.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $104 Shares 2,077 Est. Cost $50.30 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $102 Shares 931 Est. Cost $23.51 Unrealized +33.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $99 Shares 2,865 Est. Cost $36.06 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $99 Shares 6,966 Est. Cost $15.19 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.1%
Value ($000) $98 Shares 2,100 Est. Cost $33.81 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $97 Shares 2,708 Est. Cost $22.56 Unrealized +4.1%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $97 Shares 804 Est. Cost $88.42 Unrealized +12.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $93 Shares 1,688 Est. Cost $33.82 Unrealized +22.2%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $91 Shares 8,707 Est. Cost $24.65 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.1%
Value ($000) $90 Shares 5,773 Est. Cost $15.20 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $79 Shares 1,455 Est. Cost $56.70 Unrealized -23.2%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $77 Shares 494 Est. Cost $135.54 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $73 Shares 404 Est. Cost $168.34 Unrealized
BNS BANK N S HALIFAX COM 0.0%
Value ($000) $71 Shares 1,319 Est. Cost $39.58 Unrealized -5.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $71 Shares 1,572 Est. Cost $43.26 Unrealized -16.5%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $70 Shares 800 Est. Cost $58.47 Unrealized +16.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $70 Shares 2,294 Est. Cost $29.02 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $69 Shares 798 Est. Cost $84.68 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $69 Shares 488 Est. Cost $115.59 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $66 Shares 2,725 Est. Cost $20.71 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $66 Shares 385 Est. Cost $190.21 Unrealized
WESTPAC BKG CORP SPONSORED ADR 0.0%
Value ($000) $63 Shares 3,203 Est. Cost $25.18 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $63 Shares 366 Est. Cost $154.57 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $63 Shares 2,405 Est. Cost $22.57 Unrealized -12.7%
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $61 Shares 710 Est. Cost $35.91 Unrealized +9.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $59 Shares 701 Est. Cost $83.43 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $59 Shares 529 Est. Cost $78.13 Unrealized +17.8%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $57 Shares 209 Est. Cost $256.81 Unrealized +17.6%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $56 Shares 1,140 Est. Cost $34.25 Unrealized 0.0%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $55 Shares 1,106 Est. Cost $49.60 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $55 Shares 4,223 Est. Cost $13.02 Unrealized
GABELLI DIVD & INCOME TR COM 0.0%
Value ($000) $54 Shares 2,510 Est. Cost $20.27 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $53 Shares 528 Est. Cost $70.89 Unrealized +31.8%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $52 Shares 436 Est. Cost $107.51 Unrealized +8.4%
JERNIGAN CAP INC COM 0.0%
Value ($000) $51 Shares 2,500 Est. Cost $20.40 Unrealized
ISHARES MSCI FRONTIER 100 FUND 0.0%
Value ($000) $51 Shares 1,740 Est. Cost $31.56 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $51 Shares 240 Est. Cost $159.84 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $48 Shares 442 Est. Cost $158.62 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $26.67 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $31.77 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $43 Shares 4,300 Est. Cost $7.08 Unrealized +0.3%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $42 Shares 500 Est. Cost $67.47 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $41 Shares 370 Est. Cost $104.13 Unrealized
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $41 Shares 3,079 Est. Cost $13.67 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $39 Shares 576 Est. Cost $36.61 Unrealized +35.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $39 Shares 552 Est. Cost $54.66 Unrealized +11.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $39 Shares 440 Est. Cost $72.94 Unrealized +9.4%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $37 Shares 659 Est. Cost $61.26 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $36 Shares 269 Est. Cost $116.77 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $35 Shares 1,483 Est. Cost $22.25 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $34 Shares 212 Est. Cost $184.90 Unrealized -16.2%
EATON VANCE TX MGD DIV EQ INCM COM 0.0%
Value ($000) $34 Shares 2,882 Est. Cost $11.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $34 Shares 117 Est. Cost $177.07 Unrealized +52.9%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $33 Shares 380 Est. Cost $83.48 Unrealized
BLACKROCK MUNICIPAL BOND TR COM 0.0%
Value ($000) $33 Shares 2,229 Est. Cost $15.70 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $33 Shares 1,892 Est. Cost $7.28 Unrealized +28.9%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $32 Shares 110 Est. Cost $248.20 Unrealized
PIMCO DYNMIC CREDIT AND MRT IN COM SHS 0.0%
Value ($000) $32 Shares 1,368 Est. Cost $23.28 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $31 Shares 850 Est. Cost $36.90 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $31 Shares 680 Est. Cost $37.63 Unrealized +15.4%
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.0%
Value ($000) $31 Shares 268 Est. Cost $128.68 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $30 Shares 711 Est. Cost $31.85 Unrealized +11.6%
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.0%
Value ($000) $30 Shares 500 Est. Cost $60.00 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $30 Shares 134 Est. Cost $185.51 Unrealized +11.4%
JD JD COM INC SPON ADR CL A 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $32.00 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $29 Shares 2,133 Est. Cost $12.56 Unrealized
BLACKROCK ENHANCED GBL DIV TR COM 0.0%
Value ($000) $28 Shares 2,700 Est. Cost $12.58 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $28 Shares 60 Est. Cost $453.91 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $27 Shares 172 Est. Cost $139.37 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 997 Est. Cost $25.23 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $26 Shares 715 Est. Cost $36.36 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $26 Shares 481 Est. Cost $55.60 Unrealized -14.0%
NUVEEN SELECT TAX FREE INCM PT SH BEN INT 0.0%
Value ($000) $26 Shares 1,830 Est. Cost $14.21 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $25 Shares 310 Est. Cost $47.06 Unrealized +44.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $123.33 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $24 Shares 400 Est. Cost $59.27 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $24 Shares 1,166 Est. Cost $11.46 Unrealized +19.2%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $24 Shares 525 Est. Cost $54.85 Unrealized -8.3%
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $24 Shares 147 Est. Cost $89.12 Unrealized +65.8%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $24 Shares 800 Est. Cost $21.10 Unrealized +13.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $72.44 Unrealized +26.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $22 Shares 288 Est. Cost $53.50 Unrealized
BLACKROCK LTD DURATION INC TR COM SHS 0.0%
Value ($000) $21 Shares 1,409 Est. Cost $16.32 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $20 Shares 893 Est. Cost $28.66 Unrealized
EATON VANCE LTD DUR INCOME FD COM 0.0%
Value ($000) $20 Shares 1,582 Est. Cost $13.91 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $20 Shares 155 Est. Cost $90.60 Unrealized +15.6%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $19 Shares 300 Est. Cost $52.42 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $19 Shares 692 Est. Cost $22.32 Unrealized +10.6%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $19 Shares 18 Est. Cost $51.85 Unrealized +10.4%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $18.08 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $11.30 Unrealized +23.3%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $18 Shares 128 Est. Cost $115.43 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.0%
Value ($000) $18 Shares 600 Est. Cost $26.17 Unrealized
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $12.91 Unrealized +66.4%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $18 Shares 278 Est. Cost $66.51 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $17 Shares 141 Est. Cost $76.64 Unrealized +40.2%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $17 Shares 435 Est. Cost $39.08 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $100.29 Unrealized +40.6%
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $16 Shares 400 Est. Cost $32.50 Unrealized
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 0.0%
Value ($000) $16 Shares 341 Est. Cost $47.44 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.33 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $16 Shares 515 Est. Cost $31.16 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $15 Shares 143 Est. Cost $104.90 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $15 Shares 666 Est. Cost $67.23 Unrealized -70.5%
FTC FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $14 Shares 200 Est. Cost $56.41 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $14 Shares 130 Est. Cost $60.46 Unrealized +33.1%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $14 Shares 193 Est. Cost $60.59 Unrealized +18.4%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $14 Shares 100 Est. Cost $123.19 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value ($000) $14 Shares 166 Est. Cost $120.48 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $118.64 Unrealized +8.2%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 153 Est. Cost $89.36 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $13 Shares 103 Est. Cost $119.69 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $13 Shares 113 Est. Cost $100.69 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $240.00 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $54.14 Unrealized +68.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $12 Shares 106 Est. Cost $59.77 Unrealized +85.0%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $12 Shares 34 Est. Cost $14.68 Unrealized +72.5%
NNN NATIONAL RETAIL PPTYS INC COM 0.0%
Value ($000) $12 Shares 244 Est. Cost $42.18 Unrealized
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $12 Shares 426 Est. Cost $29.72 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $106.98 Unrealized +31.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $12 Shares 201 Est. Cost $39.38 Unrealized +25.0%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $12 Shares 279 Est. Cost $47.62 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $11 Shares 136 Est. Cost $48.22 Unrealized +40.5%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $11 Shares 6 Est. Cost $1878.05 Unrealized -5.9%
MET METLIFE INC COM 0.0%
Value ($000) $11 Shares 238 Est. Cost $36.37 Unrealized +3.3%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $10 Shares 126 Est. Cost $64.84 Unrealized -2.6%
COOPER COS INC COM NEW 0.0%
Value ($000) $10 Shares 30 Est. Cost $229.37 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $10 Shares 47 Est. Cost $177.00 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $10 Shares 144 Est. Cost $27.24 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $10 Shares 344 Est. Cost $27.94 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $10 Shares 211 Est. Cost $43.56 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 112 Est. Cost $89.29 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $9 Shares 98 Est. Cost $100.56 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $9 Shares 122 Est. Cost $56.50 Unrealized +9.7%
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $9 Shares 778 Est. Cost $11.57 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $9 Shares 92 Est. Cost $73.12 Unrealized +16.9%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $9 Shares 100 Est. Cost $38.25 Unrealized +109.9%
BG STAFFING INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $20.52 Unrealized
NUVEEN MUN HIGH INCOME OPP FD COM 0.0%
Value ($000) $9 Shares 699 Est. Cost $12.88 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $9 Shares 697 Est. Cost $12.91 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $9 Shares 103 Est. Cost $63.95 Unrealized +34.7%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $9 Shares 539 Est. Cost $16.70 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $9 Shares 110 Est. Cost $67.18 Unrealized +16.4%
LEXINGTON REALTY TRUST COM 0.0%
Value ($000) $9 Shares 963 Est. Cost $10.39 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $49.53 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $9 Shares 126 Est. Cost $50.64 Unrealized +14.2%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $9 Shares 536 Est. Cost $16.79 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $8 Shares 89 Est. Cost $69.34 Unrealized +3.1%
CBS CORP NEW CL B 0.0%
Value ($000) $8 Shares 175 Est. Cost $57.14 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.63 Unrealized +48.1%
BGC PARTNERS INC CL A 0.0%
Value ($000) $7 Shares 1,380 Est. Cost $5.07 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $7 Shares 89 Est. Cost $87.11 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $7 Shares 175 Est. Cost $34.58 Unrealized -2.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $7 Shares 145 Est. Cost $52.85 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $7 Shares 144 Est. Cost $36.37 Unrealized 0.0%
EQUITRANS MIDSTREAM CORPORATIO COM 0.0%
Value ($000) $7 Shares 400 Est. Cost $20.00 Unrealized
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $7 Shares 231 Est. Cost $38.96 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $6 Shares 62 Est. Cost $93.13 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 177 Est. Cost $36.29 Unrealized
BT GROUP PLC ADR 0.0%
Value ($000) $6 Shares 495 Est. Cost $16.42 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $6 Shares 53 Est. Cost $196.02 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $6 Shares 135 Est. Cost $50.15 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $6 Shares 114 Est. Cost $53.09 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $5 Shares 170 Est. Cost $29.41 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $5 Shares 64 Est. Cost $74.63 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.19 Unrealized -3.2%
INDIA FD INC COM 0.0%
Value ($000) $5 Shares 245 Est. Cost $28.57 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $68.91 Unrealized +39.3%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.73 Unrealized +33.0%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $5 Shares 116 Est. Cost $43.10 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $5 Shares 49 Est. Cost $118.89 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $36.30 Unrealized -0.6%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $5 Shares 640 Est. Cost $8.57 Unrealized -10.3%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $4 Shares 45 Est. Cost $81.97 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 99 Est. Cost $40.40 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $18.56 Unrealized +31.4%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $57.55 Unrealized
CERNER CORP COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $67.80 Unrealized
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.73 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $30.96 Unrealized +8.6%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $4 Shares 119 Est. Cost $28.36 Unrealized +1.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $4 Shares 68 Est. Cost $56.10 Unrealized -9.4%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $4 Shares 98 Est. Cost $49.21 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 92 Est. Cost $32.61 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.04 Unrealized -11.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 79 Est. Cost $25.13 Unrealized +27.5%
HANESBRANDS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $23.17 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $41.83 Unrealized -7.2%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $372.21 Unrealized +0.7%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $3 Shares 49 Est. Cost $52.89 Unrealized 0.0%
ECPG ENCORE CAP GROUP INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $42.06 Unrealized -22.8%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 57 Est. Cost $24.16 Unrealized +18.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $146.01 Unrealized -18.6%
YY INC SPONSORED ADS A 0.0%
Value ($000) $2 Shares 32 Est. Cost $46.88 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $43.82 Unrealized +15.2%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $33.56 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $13.16 Unrealized +12.1%
ELV ANTHEM INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $249.99 Unrealized -0.1%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $35.19 Unrealized +6.7%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $94.12 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $190.77 Unrealized -24.9%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $85.25 Unrealized +1.9%
ABT ABBOTT LABS COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $53.15 Unrealized +32.1%
CEDAR FAIR L P DEPOSITRY UNIT 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $136.36 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.59 Unrealized +12.6%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $134.28 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $47.17 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $1 Shares 45 Est. Cost $34.48 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $37.11 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.99 Unrealized +3.5%
XYZ SQUARE INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.00 Unrealized +27.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $1 Shares 71 Est. Cost $19.47 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $34.35 Unrealized
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.75 Unrealized +8.4%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.57 Unrealized +22.1%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $107.63 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $92.50 Unrealized -14.8%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.59 Unrealized +24.9%
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $0 Shares 21 Est. Cost $47.62 Unrealized
INDEPENDENCE CONTRACT DRIL INC COM 0.0%
Value ($000) $0 Shares 505 Est. Cost $4.35 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.16 Unrealized -4.6%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $57.29 Unrealized +16.9%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.67 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.21 Unrealized -7.3%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.28 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.37 Unrealized -32.1%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.10 Unrealized +75.0%
FOOT LOCKER INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $51.16 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.00 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.27 Unrealized -6.5%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $0 Shares 54 Est. Cost $19.87 Unrealized -10.5%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $101.37 Unrealized +6.5%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.07 Unrealized -0.9%
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $69.17 Unrealized -1.5%
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $0 Shares 23 Est. Cost $11.24 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $54.37 Unrealized -28.9%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.17 Unrealized +11.1%