Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 6, 2019

Total Value ($000): $203,222 (100.0% shares, 0.0% debt)

Holdings (365)

IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 16.4%
Value ($000) $33,340 Shares 976,012 Est. Cost $34.16 Unrealized
XOM EXXON MOBIL CORP COM 13.1%
Value ($000) $26,601 Shares 376,736 Est. Cost $56.17 Unrealized -4.3%
VOO VANGUARD S&P 500 ETF 8.2%
Value ($000) $16,574 Shares 60,799 Est. Cost $228.78 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 5.0%
Value ($000) $10,205 Shares 176,245 Est. Cost $57.90 Unrealized
LMT LOCKHEED MARTIN CORP COM 1.7%
Value ($000) $3,499 Shares 8,970 Est. Cost $227.89 Unrealized +38.9%
VZ VERIZON COMMUNICATIONS INC COM 1.7%
Value ($000) $3,474 Shares 57,552 Est. Cost $34.27 Unrealized +18.0%
WELL WELLTOWER INC COM 1.5%
Value ($000) $3,032 Shares 33,452 Est. Cost $49.90 Unrealized +43.4%
CVS CVS HEALTH CORP COM 1.4%
Value ($000) $2,940 Shares 46,617 Est. Cost $48.63 Unrealized -0.5%
DLR DIGITAL RLTY TR INC COM 1.4%
Value ($000) $2,938 Shares 22,632 Est. Cost $79.47 Unrealized +22.7%
CCI CROWN CASTLE INTL CORP NEW COM 1.4%
Value ($000) $2,938 Shares 21,132 Est. Cost $79.88 Unrealized +31.1%
DUK DUKE ENERGY CORP NEW COM NEW 1.4%
Value ($000) $2,883 Shares 30,071 Est. Cost $57.33 Unrealized +23.0%
IBM INTERNATIONAL BUSINESS MACHS COM 1.4%
Value ($000) $2,871 Shares 19,745 Est. Cost $89.92 Unrealized +14.0%
D DOMINION ENERGY INC COM 1.4%
Value ($000) $2,860 Shares 35,296 Est. Cost $58.10 Unrealized +0.5%
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $2,818 Shares 23,764 Est. Cost $79.15 Unrealized +15.6%
BCE BCE INC COM NEW 1.4%
Value ($000) $2,814 Shares 58,131 Est. Cost $26.66 Unrealized +14.9%
MRK MERCK & CO INC COM 1.4%
Value ($000) $2,813 Shares 33,421 Est. Cost $46.32 Unrealized +41.3%
BMO BANK MONTREAL QUE COM 1.3%
Value ($000) $2,687 Shares 36,437 Est. Cost $50.48 Unrealized +9.8%
ABBV ABBVIE INC COM 1.3%
Value ($000) $2,665 Shares 35,190 Est. Cost $52.78 Unrealized -0.4%
CSCO CISCO SYS INC COM 1.3%
Value ($000) $2,640 Shares 53,425 Est. Cost $27.51 Unrealized +55.5%
ROYAL DUTCH SHELL PLC SPON ADR B 1.3%
Value ($000) $2,621 Shares 43,762 Est. Cost $59.89 Unrealized
KEY KEYCORP NEW COM 1.3%
Value ($000) $2,618 Shares 146,740 Est. Cost $12.69 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1.3%
Value ($000) $2,594 Shares 39,137 Est. Cost $68.22 Unrealized
CAT CATERPILLAR INC DEL COM 1.3%
Value ($000) $2,568 Shares 20,334 Est. Cost $90.56 Unrealized +22.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 1.3%
Value ($000) $2,557 Shares 89,477 Est. Cost $27.34 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 1.2%
Value ($000) $2,435 Shares 34,284 Est. Cost $63.08 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 1.1%
Value ($000) $2,298 Shares 14,767 Est. Cost $110.63 Unrealized -1.5%
MO ALTRIA GROUP INC COM 1.0%
Value ($000) $1,948 Shares 47,626 Est. Cost $33.67 Unrealized -18.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.9%
Value ($000) $1,906 Shares 7,708 Est. Cost $162.21 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $1,836 Shares 8,198 Est. Cost $33.58 Unrealized +49.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.8%
Value ($000) $1,720 Shares 53,971 Est. Cost $31.34 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $1,642 Shares 11,812 Est. Cost $83.18 Unrealized +56.2%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.7%
Value ($000) $1,325 Shares 24,612 Est. Cost $53.08 Unrealized
QQQ INVESCO QQQ TRUST 0.6%
Value ($000) $1,297 Shares 6,871 Est. Cost $171.77 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $1,281 Shares 50,960 Est. Cost $24.52 Unrealized
GLOBAL X MLP ETF 0.6%
Value ($000) $1,204 Shares 143,649 Est. Cost $8.45 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.6%
Value ($000) $1,176 Shares 20,851 Est. Cost $53.13 Unrealized
AMGN AMGEN INC COM 0.5%
Value ($000) $1,020 Shares 5,269 Est. Cost $136.37 Unrealized +15.9%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.5%
Value ($000) $1,019 Shares 9,359 Est. Cost $106.12 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $993 Shares 7,673 Est. Cost $94.35 Unrealized +16.6%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.5%
Value ($000) $964 Shares 19,052 Est. Cost $50.28 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $959 Shares 4,117 Est. Cost $32.20 Unrealized +43.6%
HD HOME DEPOT INC COM 0.4%
Value ($000) $890 Shares 3,834 Est. Cost $163.02 Unrealized +14.8%
SCHM SCHWAB U.S. MID-CAP ETF 0.4%
Value ($000) $857 Shares 15,152 Est. Cost $51.92 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $830 Shares 10,879 Est. Cost $49.03 Unrealized +32.5%
KO COCA COLA CO COM 0.4%
Value ($000) $798 Shares 14,659 Est. Cost $33.02 Unrealized +33.1%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $795 Shares 458 Est. Cost $72.49 Unrealized +27.9%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $785 Shares 7,227 Est. Cost $67.42 Unrealized +29.8%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $783 Shares 6,062 Est. Cost $80.27 Unrealized +28.1%
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $728 Shares 10,891 Est. Cost $47.34 Unrealized +14.8%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $703 Shares 5,866 Est. Cost $81.39 Unrealized +9.3%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $691 Shares 9,097 Est. Cost $61.80 Unrealized -8.2%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $690 Shares 9,366 Est. Cost $41.89 Unrealized +11.2%
BB&T CORP COM 0.3%
Value ($000) $670 Shares 12,560 Est. Cost $44.67 Unrealized
ADBE ADOBE INC COM 0.3%
Value ($000) $669 Shares 2,422 Est. Cost $186.00 Unrealized +57.0%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $651 Shares 11,757 Est. Cost $39.07 Unrealized +5.3%
V VISA INC COM CL A 0.3%
Value ($000) $648 Shares 3,766 Est. Cost $119.77 Unrealized +42.2%
TD TORONTO DOMINION BK ONT COM NEW 0.3%
Value ($000) $640 Shares 10,980 Est. Cost $57.17 Unrealized -0.6%
ORCL ORACLE CORP COM 0.3%
Value ($000) $629 Shares 11,435 Est. Cost $34.36 Unrealized +46.6%
MMM 3M CO COM 0.3%
Value ($000) $621 Shares 3,775 Est. Cost $135.69 Unrealized -18.5%
MA MASTERCARD INC CL A 0.3%
Value ($000) $616 Shares 2,267 Est. Cost $205.44 Unrealized +29.5%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $609 Shares 2,803 Est. Cost $197.04 Unrealized +10.2%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $598 Shares 490 Est. Cost $52.71 Unrealized +11.5%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $479 Shares 2,312 Est. Cost $165.64 Unrealized +9.2%
META FACEBOOK INC CL A 0.2%
Value ($000) $469 Shares 2,631 Est. Cost $168.93 Unrealized +11.7%
NKE NIKE INC CL B 0.2%
Value ($000) $448 Shares 4,768 Est. Cost $63.73 Unrealized +23.6%
VLO VALERO ENERGY CORP NEW COM 0.2%
Value ($000) $436 Shares 5,120 Est. Cost $61.15 Unrealized +2.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $436 Shares 2,608 Est. Cost $173.81 Unrealized
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $430 Shares 8,126 Est. Cost $47.48 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $425 Shares 408,121 Est. Cost $1.08 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $418 Shares 2,019 Est. Cost $183.91 Unrealized -2.4%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $370 Shares 3,266 Est. Cost $113.29 Unrealized
CRM SALESFORCE COM INC COM 0.2%
Value ($000) $363 Shares 2,447 Est. Cost $144.38 Unrealized +4.0%
T AT&T INC COM 0.2%
Value ($000) $339 Shares 8,970 Est. Cost $15.74 Unrealized +8.0%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $336 Shares 2,576 Est. Cost $102.51 Unrealized +31.0%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $331 Shares 2,084 Est. Cost $94.51 Unrealized +40.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $330 Shares 2,913 Est. Cost $105.64 Unrealized
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $324 Shares 6,495 Est. Cost $42.76 Unrealized +6.0%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $321 Shares 1,497 Est. Cost $126.58 Unrealized +46.0%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $317 Shares 2,195 Est. Cost $89.00 Unrealized +36.8%
ALERIAN MLP ETF 0.2%
Value ($000) $314 Shares 34,397 Est. Cost $10.04 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $313 Shares 1,088 Est. Cost $184.69 Unrealized +38.8%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $308 Shares 1,550 Est. Cost $120.52 Unrealized +46.1%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $308 Shares 3,288 Est. Cost $50.20 Unrealized +44.3%
BIIB BIOGEN INC COM 0.1%
Value ($000) $269 Shares 1,157 Est. Cost $289.34 Unrealized -19.5%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $264 Shares 3,786 Est. Cost $69.77 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $255 Shares 1,249 Est. Cost $37.23 Unrealized -4.9%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.1%
Value ($000) $254 Shares 4,842 Est. Cost $47.14 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $250 Shares 656 Est. Cost $264.89 Unrealized +33.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $242 Shares 4,011 Est. Cost $64.08 Unrealized -10.4%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $238 Shares 1,713 Est. Cost $121.26 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $217 Shares 2,938 Est. Cost $62.32 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $213 Shares 1,408 Est. Cost $144.13 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $213 Shares 1,712 Est. Cost $66.02 Unrealized +53.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $207 Shares 995 Est. Cost $186.19 Unrealized +10.7%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $194 Shares 638 Est. Cost $309.64 Unrealized -4.8%
INTC INTEL CORP COM 0.1%
Value ($000) $191 Shares 3,698 Est. Cost $31.70 Unrealized +35.7%
BAC BANK AMER CORP COM 0.1%
Value ($000) $181 Shares 6,216 Est. Cost $21.92 Unrealized +12.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $175 Shares 2,862 Est. Cost $63.79 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.1%
Value ($000) $169 Shares 4,415 Est. Cost $41.92 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $169 Shares 570 Est. Cost $223.53 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $166 Shares 4,116 Est. Cost $38.14 Unrealized
ZENDESK INC COM 0.1%
Value ($000) $162 Shares 2,221 Est. Cost $72.94 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.1%
Value ($000) $152 Shares 2,923 Est. Cost $52.00 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $149 Shares 2,527 Est. Cost $64.71 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $149 Shares 2,709 Est. Cost $42.16 Unrealized +2.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $148 Shares 2,935 Est. Cost $40.18 Unrealized -1.0%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.1%
Value ($000) $138 Shares 10,532 Est. Cost $14.46 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $137 Shares 3,207 Est. Cost $39.54 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $135 Shares 612 Est. Cost $43.43 Unrealized +61.8%
VTR VENTAS INC COM 0.1%
Value ($000) $126 Shares 1,729 Est. Cost $42.86 Unrealized +28.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $121 Shares 1,099 Est. Cost $82.91 Unrealized +13.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $116 Shares 3,140 Est. Cost $36.13 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.1%
Value ($000) $113 Shares 2,100 Est. Cost $33.81 Unrealized
CMP COMPASS MINERALS INTL INC COM 0.1%
Value ($000) $113 Shares 1,992 Est. Cost $56.59 Unrealized -18.3%
WMT WALMART INC COM 0.1%
Value ($000) $111 Shares 932 Est. Cost $23.51 Unrealized +46.6%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $111 Shares 6,966 Est. Cost $15.19 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $110 Shares 2,899 Est. Cost $38.03 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $110 Shares 2,091 Est. Cost $52.61 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $110 Shares 1,833 Est. Cost $59.85 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $110 Shares 3,134 Est. Cost $22.57 Unrealized +0.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $105 Shares 2,077 Est. Cost $50.30 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $104 Shares 2,884 Est. Cost $21.80 Unrealized +23.9%
SO SOUTHERN CO COM 0.1%
Value ($000) $103 Shares 1,660 Est. Cost $33.82 Unrealized +33.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $97 Shares 669 Est. Cost $116.70 Unrealized 0.0%
JERNIGAN CAP INC COM 0.0%
Value ($000) $96 Shares 5,000 Est. Cost $19.80 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $95 Shares 807 Est. Cost $88.42 Unrealized +15.6%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $94 Shares 5,773 Est. Cost $15.20 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $93 Shares 2,100 Est. Cost $41.72 Unrealized 0.0%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $93 Shares 837 Est. Cost $110.05 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $91 Shares 10,193 Est. Cost $22.36 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $81 Shares 1,598 Est. Cost $43.15 Unrealized -14.8%
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $78 Shares 7,000 Est. Cost $11.14 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $76 Shares 385 Est. Cost $190.21 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $76 Shares 800 Est. Cost $58.47 Unrealized +20.6%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $76 Shares 494 Est. Cost $135.54 Unrealized
BNS BANK N S HALIFAX COM 0.0%
Value ($000) $75 Shares 1,319 Est. Cost $39.58 Unrealized -3.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $72 Shares 404 Est. Cost $168.34 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $71 Shares 2,294 Est. Cost $29.02 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $70 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
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $68 Shares 328 Est. Cost $180.55 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $66 Shares 3,174 Est. Cost $20.72 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $66 Shares 1,741 Est. Cost $37.27 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $66 Shares 710 Est. Cost $35.91 Unrealized +11.9%
WESTPAC BKG CORP SPONSORED ADR 0.0%
Value ($000) $64 Shares 3,203 Est. Cost $25.18 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $64 Shares 770 Est. Cost $65.92 Unrealized +9.4%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $63.00 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $62 Shares 2,500 Est. Cost $24.80 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $62 Shares 529 Est. Cost $78.13 Unrealized +21.7%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $61 Shares 2,209 Est. Cost $22.57 Unrealized -9.1%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $61 Shares 366 Est. Cost $154.57 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $59 Shares 1,140 Est. Cost $34.25 Unrealized +5.2%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $58 Shares 536 Est. Cost $107.19 Unrealized -1.3%
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $57 Shares 4,223 Est. Cost $13.02 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $56 Shares 1,106 Est. Cost $49.60 Unrealized
GABELLI DIVD & INCOME TR COM 0.0%
Value ($000) $54 Shares 2,510 Est. Cost $20.27 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $52 Shares 240 Est. Cost $159.84 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $50 Shares 584 Est. Cost $83.43 Unrealized
ISHARES MSCI FRONTIER 100 FUND 0.0%
Value ($000) $49 Shares 1,740 Est. Cost $31.56 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $31.77 Unrealized +23.5%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $45 Shares 667 Est. Cost $67.07 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $44 Shares 16,782 Est. Cost $2.62 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $44 Shares 500 Est. Cost $67.47 Unrealized
PIMCO DYNMIC CREDIT AND MRT IN COM SHS 0.0%
Value ($000) $42 Shares 1,731 Est. Cost $23.49 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $42 Shares 470 Est. Cost $66.44 Unrealized -1.0%
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $41 Shares 3,079 Est. Cost $13.67 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $41 Shares 552 Est. Cost $54.66 Unrealized +14.4%
UGI UGI CORP NEW COM 0.0%
Value ($000) $40 Shares 799 Est. Cost $49.97 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $39 Shares 4,300 Est. Cost $7.08 Unrealized -1.9%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $38 Shares 659 Est. Cost $61.26 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $38 Shares 209 Est. Cost $256.81 Unrealized -19.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $38 Shares 1,010 Est. Cost $37.01 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $37 Shares 134 Est. Cost $185.51 Unrealized +27.4%
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $36 Shares 1,483 Est. Cost $22.25 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $36 Shares 323 Est. Cost $104.13 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $35 Shares 1,892 Est. Cost $7.28 Unrealized +38.3%
O REALTY INCOME CORP COM 0.0%
Value ($000) $35 Shares 452 Est. Cost $36.61 Unrealized +40.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $35 Shares 380 Est. Cost $83.48 Unrealized
BLACKROCK MUNICIPAL BOND TR COM 0.0%
Value ($000) $34 Shares 2,229 Est. Cost $15.70 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $34 Shares 117 Est. Cost $177.07 Unrealized +59.1%
EATON VANCE TX MGD DIV EQ INCM COM 0.0%
Value ($000) $34 Shares 2,882 Est. Cost $11.10 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $32.05 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $33 Shares 208 Est. Cost $142.70 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $32 Shares 246 Est. Cost $124.59 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $32 Shares 332 Est. Cost $93.99 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $32 Shares 269 Est. Cost $116.77 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $31 Shares 212 Est. Cost $184.90 Unrealized -22.5%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $31 Shares 680 Est. Cost $37.63 Unrealized +18.7%
BLACKROCK INC COM 0.0%
Value ($000) $31 Shares 69 Est. Cost $453.31 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $31 Shares 2,133 Est. Cost $12.56 Unrealized
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.0%
Value ($000) $30 Shares 500 Est. Cost $60.00 Unrealized
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.0%
Value ($000) $30 Shares 268 Est. Cost $128.68 Unrealized
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $29 Shares 182 Est. Cost $100.02 Unrealized +45.8%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $28 Shares 300 Est. Cost $93.33 Unrealized
JD JD COM INC SPON ADR CL A 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $32.00 Unrealized
ICSH ISHARES LIQUIDITY INCOME ETF 0.0%
Value ($000) $28 Shares 551 Est. Cost $50.82 Unrealized
BLACKROCK ENHANCED GBL DIV TR COM 0.0%
Value ($000) $28 Shares 2,700 Est. Cost $12.58 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $27 Shares 300 Est. Cost $72.94 Unrealized +10.5%
NUVEEN SELECT TAX FREE INCM PT SH BEN INT 0.0%
Value ($000) $27 Shares 1,830 Est. Cost $14.21 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $27 Shares 800 Est. Cost $21.10 Unrealized +24.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $27 Shares 310 Est. Cost $47.06 Unrealized +71.4%
HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF 0.0%
Value ($000) $25 Shares 1,248 Est. Cost $20.36 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $25 Shares 83 Est. Cost $248.20 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $24 Shares 1,166 Est. Cost $11.46 Unrealized +22.8%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $23 Shares 19 Est. Cost $52.21 Unrealized +12.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $72.44 Unrealized +40.1%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $23 Shares 525 Est. Cost $54.85 Unrealized -18.3%
BLACKROCK LTD DURATION INC TR COM SHS 0.0%
Value ($000) $22 Shares 1,409 Est. Cost $16.32 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $21 Shares 692 Est. Cost $22.32 Unrealized +8.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $21 Shares 155 Est. Cost $90.60 Unrealized +20.7%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
EATON VANCE LTD DUR INCOME FD COM 0.0%
Value ($000) $20 Shares 1,582 Est. Cost $13.91 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $20 Shares 300 Est. Cost $52.42 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $55.60 Unrealized -17.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $20 Shares 600 Est. Cost $11.30 Unrealized +17.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $20 Shares 201 Est. Cost $158.62 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $18 Shares 893 Est. Cost $28.66 Unrealized
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $12.91 Unrealized +72.2%
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 0.0%
Value ($000) $17 Shares 341 Est. Cost $47.44 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $17 Shares 141 Est. Cost $76.64 Unrealized +46.9%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $17 Shares 367 Est. Cost $31.85 Unrealized +17.8%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $16 Shares 166 Est. Cost $120.48 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $16 Shares 400 Est. Cost $32.50 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.0%
Value ($000) $16 Shares 500 Est. Cost $26.17 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.33 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $16 Shares 500 Est. Cost $26.67 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $100.29 Unrealized +43.6%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $15 Shares 193 Est. Cost $60.59 Unrealized +25.0%
TGT TARGET CORP COM 0.0%
Value ($000) $15 Shares 138 Est. Cost $48.68 Unrealized +65.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $118.64 Unrealized +5.6%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $15 Shares 37 Est. Cost $15.59 Unrealized +65.7%
NNN NATIONAL RETAIL PPTYS INC COM 0.0%
Value ($000) $14 Shares 244 Est. Cost $42.18 Unrealized
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $14 Shares 7 Est. Cost $1881.91 Unrealized +1.2%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $14 Shares 103 Est. Cost $119.69 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $14 Shares 200 Est. Cost $56.41 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $14 Shares 130 Est. Cost $54.14 Unrealized +83.0%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $280.00 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $240.00 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 153 Est. Cost $89.36 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 225 Est. Cost $66.04 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $13 Shares 84 Est. Cost $112.19 Unrealized +38.7%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $12 Shares 279 Est. Cost $47.62 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $12 Shares 141 Est. Cost $65.40 Unrealized +7.1%
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $12 Shares 426 Est. Cost $29.72 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $11 Shares 238 Est. Cost $36.37 Unrealized +5.8%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $11 Shares 106 Est. Cost $59.77 Unrealized +83.9%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $11 Shares 93 Est. Cost $104.62 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $11 Shares 89 Est. Cost $100.69 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $11 Shares 201 Est. Cost $39.38 Unrealized +15.1%
KMX CARMAX INC COM 0.0%
Value ($000) $11 Shares 123 Est. Cost $69.15 Unrealized +24.1%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $11 Shares 126 Est. Cost $50.64 Unrealized +24.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $10 Shares 98 Est. Cost $100.56 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 -4.9%
COOPER COS INC COM NEW 0.0%
Value ($000) $10 Shares 34 Est. Cost $236.98 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $10 Shares 100 Est. Cost $38.25 Unrealized +219.7%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.08 Unrealized
LEXINGTON REALTY TRUST COM 0.0%
Value ($000) $10 Shares 963 Est. Cost $10.39 Unrealized
BG STAFFING INC COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.52 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $10 Shares 246 Est. Cost $40.65 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $10 Shares 697 Est. Cost $12.91 Unrealized
NUVEEN MUN HIGH INCOME OPP FD COM 0.0%
Value ($000) $10 Shares 699 Est. Cost $12.88 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $10 Shares 435 Est. Cost $39.08 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $10 Shares 539 Est. Cost $16.70 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.53 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $10 Shares 536 Est. Cost $16.79 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $10 Shares 778 Est. Cost $11.57 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $9 Shares 226 Est. Cost $35.00 Unrealized +4.2%
VFC V F CORP COM 0.0%
Value ($000) $9 Shares 104 Est. Cost $63.95 Unrealized +33.6%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $9 Shares 109 Est. Cost $56.50 Unrealized +11.2%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $8 Shares 83 Est. Cost $73.12 Unrealized +9.1%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $8 Shares 192 Est. Cost $42.47 Unrealized -13.1%
BGC PARTNERS INC CL A 0.0%
Value ($000) $8 Shares 1,380 Est. Cost $5.07 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.63 Unrealized +60.1%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $8 Shares 89 Est. Cost $87.11 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $27.94 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $7 Shares 135 Est. Cost $50.15 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $7 Shares 114 Est. Cost $53.09 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $7 Shares 158 Est. Cost $43.56 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $60.46 Unrealized +41.8%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $7 Shares 65 Est. Cost $179.72 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $7 Shares 144 Est. Cost $36.37 Unrealized -10.0%
PCG PG&E CORP COM 0.0%
Value ($000) $7 Shares 666 Est. Cost $67.23 Unrealized -77.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $7 Shares 145 Est. Cost $52.85 Unrealized
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $7 Shares 231 Est. Cost $38.96 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 177 Est. Cost $36.29 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $6 Shares 67 Est. Cost $18.74 Unrealized 0.0%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $6 Shares 49 Est. Cost $118.89 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $6 Shares 640 Est. Cost $8.57 Unrealized +0.2%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $6 Shares 62 Est. Cost $93.13 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $68.91 Unrealized +46.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $6 Shares 107 Est. Cost $56.71 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.73 Unrealized +44.8%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $6 Shares 116 Est. Cost $43.10 Unrealized
EQUITRANS MIDSTREAM CORPORATIO COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $20.00 Unrealized
INDIA FD INC COM 0.0%
Value ($000) $5 Shares 245 Est. Cost $28.57 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 75 Est. Cost $57.55 Unrealized
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.19 Unrealized -5.7%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.22 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $5 Shares 6 Est. Cost $15.95 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $5 Shares 334 Est. Cost $14.97 Unrealized
APACHE CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 68 Est. Cost $58.82 Unrealized
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.73 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $32.45 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $4 Shares 44 Est. Cost $74.63 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $4 Shares 144 Est. Cost $26.67 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $4 Shares 9 Est. Cost $372.21 Unrealized +8.4%
CERNER CORP COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $67.80 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $4 Shares 45 Est. Cost $81.97 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.30 Unrealized 0.0%
EBAY EBAY INC COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $30.96 Unrealized +16.3%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $29.41 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $41.83 Unrealized -11.5%
ELV ANTHEM INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $250.36 Unrealized +0.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $146.01 Unrealized -7.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $56.10 Unrealized -9.1%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $167.91 Unrealized -11.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.04 Unrealized -3.4%
SPIRIT RLTY CAP INC NEW COM NEW 0.0%
Value ($000) $3 Shares 71 Est. Cost $42.25 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $3 Shares 49 Est. Cost $52.89 Unrealized +2.4%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $3 Shares 69 Est. Cost $43.48 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 57 Est. Cost $24.16 Unrealized +0.5%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $35.19 Unrealized +5.3%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $134.28 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $86.59 Unrealized +9.8%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $13.16 Unrealized +2.8%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.03 Unrealized 0.0%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $33.56 Unrealized -5.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 67 Est. Cost $25.23 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $36.30 Unrealized -13.8%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $94.12 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $28.36 Unrealized +3.2%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $43.82 Unrealized +2.4%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $136.36 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $2 Shares 141 Est. Cost $23.17 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $2 Shares 91 Est. Cost $21.98 Unrealized
ALTABA INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $101.37 Unrealized +1.3%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $1 Shares 9 Est. Cost $59.15 Unrealized 0.0%
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $69.17 Unrealized -1.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $54.37 Unrealized -31.5%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.99 Unrealized +2.3%
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $1 Shares 45 Est. Cost $34.48 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $34.35 Unrealized
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.12 Unrealized -17.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.10 Unrealized +57.3%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $51.16 Unrealized
INDEPENDENCE CONTRACT DRIL INC COM 0.0%
Value ($000) $1 Shares 505 Est. Cost $4.35 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $1 Shares 71 Est. Cost $19.47 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $37.11 Unrealized
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.00 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.37 Unrealized -49.9%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.17 Unrealized +19.2%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.07 Unrealized +24.8%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.21 Unrealized -12.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.27 Unrealized +5.5%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.67 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.28 Unrealized
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $0 Shares 17 Est. Cost $11.24 Unrealized