Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 10, 2020

Total Value ($000): $313,019 (100.0% shares, 0.0% debt)

Holdings (403)

IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 10.8%
Value ($000) $33,822 Shares 991,273 Est. Cost $34.16 Unrealized
XOM EXXON MOBIL CORP COM 9.2%
Value ($000) $28,885 Shares 413,935 Est. Cost $55.80 Unrealized -6.7%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 6.6%
Value ($000) $20,557 Shares 396,699 Est. Cost $51.82 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 6.3%
Value ($000) $19,862 Shares 236,844 Est. Cost $83.86 Unrealized
VOO VANGUARD S&P 500 ETF 5.7%
Value ($000) $17,887 Shares 60,470 Est. Cost $228.78 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 5.3%
Value ($000) $16,591 Shares 329,311 Est. Cost $50.38 Unrealized
VTV VANGUARD VALUE INDEX FUND 4.2%
Value ($000) $13,087 Shares 109,198 Est. Cost $119.80 Unrealized
IQLT ISHARES EDGE MSCI INTL QUALITY FACTOR ETF 3.7%
Value ($000) $11,426 Shares 353,841 Est. Cost $32.29 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 3.1%
Value ($000) $9,820 Shares 292,009 Est. Cost $33.21 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.7%
Value ($000) $5,241 Shares 80,335 Est. Cost $65.19 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.2%
Value ($000) $3,602 Shares 58,657 Est. Cost $34.44 Unrealized +24.3%
LMT LOCKHEED MARTIN CORP COM 1.1%
Value ($000) $3,539 Shares 9,089 Est. Cost $229.16 Unrealized +41.7%
CVS CVS HEALTH CORP COM 1.1%
Value ($000) $3,537 Shares 47,616 Est. Cost $48.83 Unrealized +18.3%
ABBV ABBVIE INC COM 1.0%
Value ($000) $3,182 Shares 35,938 Est. Cost $53.03 Unrealized +21.9%
MRK MERCK & CO INC COM 1.0%
Value ($000) $3,136 Shares 34,479 Est. Cost $46.97 Unrealized +43.8%
CAT CATERPILLAR INC DEL COM 1.0%
Value ($000) $3,077 Shares 20,833 Est. Cost $91.34 Unrealized +34.7%
D DOMINION ENERGY INC COM 1.0%
Value ($000) $3,070 Shares 37,073 Est. Cost $58.30 Unrealized +7.0%
CCI CROWN CASTLE INTL CORP NEW COM 1.0%
Value ($000) $3,049 Shares 21,447 Est. Cost $80.24 Unrealized +29.9%
KEY KEYCORP NEW COM 1.0%
Value ($000) $3,033 Shares 149,838 Est. Cost $12.71 Unrealized +10.0%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $2,942 Shares 24,410 Est. Cost $79.43 Unrealized +12.9%
BMO BANK MONTREAL QUE COM 0.9%
Value ($000) $2,896 Shares 37,374 Est. Cost $50.67 Unrealized +14.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.9%
Value ($000) $2,803 Shares 30,728 Est. Cost $57.64 Unrealized +24.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.9%
Value ($000) $2,794 Shares 36,347 Est. Cost $63.86 Unrealized
WELL WELLTOWER INC COM 0.9%
Value ($000) $2,791 Shares 34,124 Est. Cost $50.32 Unrealized +41.3%
DLR DIGITAL RLTY TR INC COM 0.9%
Value ($000) $2,771 Shares 23,139 Est. Cost $79.90 Unrealized +24.5%
ROYAL DUTCH SHELL PLC SPON ADR B 0.9%
Value ($000) $2,750 Shares 45,855 Est. Cost $59.90 Unrealized
BCE BCE INC COM NEW 0.9%
Value ($000) $2,750 Shares 59,336 Est. Cost $26.76 Unrealized +18.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.9%
Value ($000) $2,715 Shares 20,258 Est. Cost $90.17 Unrealized +10.8%
WMB WILLIAMS COS INC DEL COM 0.9%
Value ($000) $2,672 Shares 112,643 Est. Cost $16.27 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.8%
Value ($000) $2,651 Shares 55,270 Est. Cost $27.88 Unrealized +38.3%
EFG ISHARES MSCI EAFE GROWTH ETF 0.8%
Value ($000) $2,621 Shares 30,315 Est. Cost $86.43 Unrealized
MO ALTRIA GROUP INC COM 0.8%
Value ($000) $2,470 Shares 49,498 Est. Cost $33.49 Unrealized -14.0%
AAPL APPLE INC COM 0.8%
Value ($000) $2,457 Shares 8,366 Est. Cost $34.15 Unrealized +81.6%
SPG SIMON PPTY GROUP INC NEW COM 0.7%
Value ($000) $2,317 Shares 15,557 Est. Cost $110.42 Unrealized -3.6%
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $2,215 Shares 14,045 Est. Cost $92.09 Unrealized +51.2%
GILD GILEAD SCIENCES INC COM 0.7%
Value ($000) $2,191 Shares 33,714 Est. Cost $51.27 Unrealized -0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.7%
Value ($000) $2,075 Shares 7,849 Est. Cost $164.04 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.6%
Value ($000) $1,983 Shares 33,988 Est. Cost $57.90 Unrealized
QQQ INVESCO QQQ TRUST 0.5%
Value ($000) $1,484 Shares 6,982 Est. Cost $172.42 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $1,483 Shares 54,184 Est. Cost $24.69 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.5%
Value ($000) $1,451 Shares 7,048 Est. Cost $205.87 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.4%
Value ($000) $1,380 Shares 25,834 Est. Cost $53.09 Unrealized
MBB ISHARES MBS ETF 0.4%
Value ($000) $1,311 Shares 12,135 Est. Cost $108.03 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $1,300 Shares 5,392 Est. Cost $137.42 Unrealized +32.9%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,169 Shares 8,011 Est. Cost $95.18 Unrealized +19.9%
PUT (CAT) CATERPILLAR INC 01/17/2020 @ $100 0.4%
Value ($000) $1,137 Shares 7,700 Est. Cost Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.4%
Value ($000) $1,115 Shares 17,896 Est. Cost $62.27 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.4%
Value ($000) $1,099 Shares 32,748 Est. Cost $33.52 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.3%
Value ($000) $1,079 Shares 10,010 Est. Cost $106.23 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.3%
Value ($000) $1,040 Shares 17,293 Est. Cost $52.93 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,019 Shares 4,206 Est. Cost $32.58 Unrealized +54.0%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.3%
Value ($000) $1,018 Shares 20,165 Est. Cost $50.29 Unrealized
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.3%
Value ($000) $1,003 Shares 81,640 Est. Cost $12.29 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $979 Shares 11,098 Est. Cost $49.50 Unrealized +47.2%
HD HOME DEPOT INC COM 0.3%
Value ($000) $912 Shares 4,177 Est. Cost $165.64 Unrealized +17.7%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $902 Shares 488 Est. Cost $73.47 Unrealized +20.5%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $861 Shares 11,291 Est. Cost $47.89 Unrealized +31.2%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $856 Shares 2,911 Est. Cost $198.50 Unrealized +19.2%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $853 Shares 7,522 Est. Cost $68.41 Unrealized +35.3%
KO COCA COLA CO COM 0.3%
Value ($000) $828 Shares 14,957 Est. Cost $33.25 Unrealized +33.9%
ADBE ADOBE INC COM 0.3%
Value ($000) $816 Shares 2,475 Est. Cost $188.32 Unrealized +56.2%
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $815 Shares 8,066 Est. Cost $101.04 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $803 Shares 6,259 Est. Cost $81.01 Unrealized +28.1%
V VISA INC COM CL A 0.2%
Value ($000) $779 Shares 4,146 Est. Cost $124.61 Unrealized +38.5%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $776 Shares 8,821 Est. Cost $73.51 Unrealized +1.3%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $768 Shares 4,354 Est. Cost $155.91 Unrealized -0.0%
OKE ONEOK INC NEW COM 0.2%
Value ($000) $738 Shares 9,758 Est. Cost $42.13 Unrealized +13.2%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $734 Shares 13,038 Est. Cost $40.89 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $726 Shares 12,237 Est. Cost $39.28 Unrealized +12.9%
MA MASTERCARD INC CL A 0.2%
Value ($000) $701 Shares 2,348 Est. Cost $207.75 Unrealized +31.2%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $694 Shares 518 Est. Cost $53.33 Unrealized +20.1%
MMM 3M CO COM 0.2%
Value ($000) $679 Shares 3,851 Est. Cost $135.22 Unrealized -17.3%
TD TORONTO DOMINION BK ONT COM NEW 0.2%
Value ($000) $647 Shares 11,526 Est. Cost $57.15 Unrealized -0.8%
ORCL ORACLE CORP COM 0.2%
Value ($000) $586 Shares 11,069 Est. Cost $34.36 Unrealized +46.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $579 Shares 2,731 Est. Cost $175.53 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.2%
Value ($000) $567 Shares 9,019 Est. Cost $68.22 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $567 Shares 2,761 Est. Cost $170.03 Unrealized +13.1%
NKE NIKE INC CL B 0.2%
Value ($000) $511 Shares 5,039 Est. Cost $64.97 Unrealized +33.6%
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $511 Shares 8,595 Est. Cost $48.14 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $494 Shares 2,148 Est. Cost $184.13 Unrealized +1.8%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $470 Shares 2,477 Est. Cost $165.98 Unrealized +2.9%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $428 Shares 2,633 Est. Cost $145.12 Unrealized +6.7%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $427 Shares 3,725 Est. Cost $113.45 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $426 Shares 408,121 Est. Cost $1.08 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $409 Shares 6,707 Est. Cost $43.08 Unrealized +23.0%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $401 Shares 2,770 Est. Cost $104.83 Unrealized +29.5%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $382 Shares 5,544 Est. Cost $58.67 Unrealized +0.8%
T AT&T INC COM 0.1%
Value ($000) $379 Shares 9,702 Est. Cost $15.97 Unrealized +18.1%
BIIB BIOGEN INC COM 0.1%
Value ($000) $363 Shares 1,223 Est. Cost $288.70 Unrealized -3.9%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $352 Shares 2,292 Est. Cost $90.43 Unrealized +36.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $345 Shares 2,412 Est. Cost $127.57 Unrealized
ZENDESK INC COM 0.1%
Value ($000) $344 Shares 4,488 Est. Cost $74.81 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $340 Shares 2,181 Est. Cost $96.80 Unrealized +50.8%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $337 Shares 1,632 Est. Cost $123.48 Unrealized +45.2%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $335 Shares 1,141 Est. Cost $188.73 Unrealized +43.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $333 Shares 4,403 Est. Cost $70.59 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $327 Shares 2,913 Est. Cost $105.64 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $321 Shares 3,432 Est. Cost $61.15 Unrealized +20.4%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $317 Shares 1,602 Est. Cost $129.55 Unrealized +32.7%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $311 Shares 3,288 Est. Cost $50.20 Unrealized +47.9%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $307 Shares 1,329 Est. Cost $37.27 Unrealized +1.5%
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $294 Shares 514 Est. Cost $553.43 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $290 Shares 1,771 Est. Cost $148.15 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $278 Shares 9,865 Est. Cost $27.34 Unrealized
ALERIAN MLP ETF 0.1%
Value ($000) $272 Shares 31,949 Est. Cost $10.04 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.1%
Value ($000) $269 Shares 4,852 Est. Cost $47.14 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $260 Shares 3,287 Est. Cost $64.11 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $240 Shares 4,004 Est. Cost $33.04 Unrealized +49.1%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $238 Shares 1,907 Est. Cost $70.03 Unrealized +50.3%
BA BOEING CO COM 0.1%
Value ($000) $235 Shares 721 Est. Cost $272.65 Unrealized +28.7%
BAC BANK AMER CORP COM 0.1%
Value ($000) $233 Shares 6,616 Est. Cost $22.28 Unrealized +24.7%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $228 Shares 687 Est. Cost $309.17 Unrealized -2.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $225 Shares 995 Est. Cost $186.19 Unrealized +16.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $183 Shares 4,116 Est. Cost $38.14 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $183 Shares 570 Est. Cost $223.53 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $163 Shares 4,157 Est. Cost $23.31 Unrealized +14.6%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $156 Shares 2,897 Est. Cost $40.18 Unrealized +11.3%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $151 Shares 2,923 Est. Cost $52.00 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $151 Shares 3,207 Est. Cost $39.54 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $149 Shares 2,527 Est. Cost $64.71 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $145 Shares 2,709 Est. Cost $42.16 Unrealized +1.5%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $143 Shares 612 Est. Cost $43.43 Unrealized +79.8%
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $143 Shares 2,551 Est. Cost $38.05 Unrealized +10.6%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $141 Shares 11,010 Est. Cost $14.38 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $140 Shares 1,645 Est. Cost $61.80 Unrealized -2.9%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $133 Shares 3,140 Est. Cost $36.13 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $128 Shares 3,212 Est. Cost $22.63 Unrealized +9.8%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $125 Shares 3,196 Est. Cost $41.92 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $125 Shares 2,100 Est. Cost $33.81 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $125 Shares 1,044 Est. Cost $82.91 Unrealized +23.5%
WMT WALMART INC COM 0.0%
Value ($000) $124 Shares 1,047 Est. Cost $24.92 Unrealized +46.0%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $122 Shares 6,661 Est. Cost $19.46 Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $121 Shares 1,992 Est. Cost $56.59 Unrealized -12.4%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $117 Shares 10,469 Est. Cost $22.07 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $111 Shares 672 Est. Cost $116.70 Unrealized +10.2%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $110 Shares 1,833 Est. Cost $59.85 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $109 Shares 2,899 Est. Cost $38.03 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $109 Shares 800 Est. Cost $108.48 Unrealized +4.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $106 Shares 1,660 Est. Cost $33.82 Unrealized +44.6%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $104 Shares 2,802 Est. Cost $37.12 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $99 Shares 869 Est. Cost $110.19 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $98 Shares 736 Est. Cost $108.72 Unrealized +3.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $97 Shares 1,507 Est. Cost $43.15 Unrealized +4.7%
VTR VENTAS INC COM 0.0%
Value ($000) $97 Shares 1,678 Est. Cost $42.86 Unrealized +14.7%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $95 Shares 5,773 Est. Cost $15.20 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $94 Shares 473 Est. Cost $179.64 Unrealized -1.1%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $92 Shares 658 Est. Cost $84.11 Unrealized +29.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $87 Shares 1,719 Est. Cost $50.30 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $85 Shares 385 Est. Cost $190.21 Unrealized
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $83 Shares 7,000 Est. Cost $11.14 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $82 Shares 494 Est. Cost $135.54 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $78 Shares 404 Est. Cost $168.34 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $77 Shares 2,562 Est. Cost $22.64 Unrealized +2.0%
BNS BANK N S HALIFAX COM 0.0%
Value ($000) $75 Shares 1,319 Est. Cost $39.58 Unrealized +3.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $75 Shares 2,294 Est. Cost $29.02 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $74 Shares 710 Est. Cost $35.91 Unrealized +19.7%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $74 Shares 1,059 Est. Cost $63.38 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $73 Shares 770 Est. Cost $65.92 Unrealized +20.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $72 Shares 800 Est. Cost $58.47 Unrealized +22.7%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $72 Shares 470 Est. Cost $115.59 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $70 Shares 798 Est. Cost $84.68 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $70 Shares 366 Est. Cost $154.57 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $68 Shares 1,730 Est. Cost $37.27 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $67 Shares 241 Est. Cost $255.82 Unrealized -2.5%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $61 Shares 1,140 Est. Cost $34.25 Unrealized +9.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $60 Shares 1,940 Est. Cost $30.73 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $60 Shares 546 Est. Cost $88.42 Unrealized +8.4%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $58 Shares 240 Est. Cost $159.84 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $57 Shares 1,125 Est. Cost $49.00 Unrealized -10.5%
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $57 Shares 4,223 Est. Cost $13.02 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $56 Shares 16,782 Est. Cost $2.62 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) $55 Shares 2,510 Est. Cost $20.27 Unrealized
WESTPAC BKG CORP SPONSORED ADR 0.0%
Value ($000) $54 Shares 3,203 Est. Cost $25.18 Unrealized
BLACKROCK ENH CAP & INC FD INC COM 0.0%
Value ($000) $53 Shares 3,100 Est. Cost $17.10 Unrealized
ISHARES MSCI FRONTIER 100 FUND 0.0%
Value ($000) $53 Shares 1,740 Est. Cost $31.56 Unrealized
KKR KKR & CO INC CL A 0.0%
Value ($000) $50 Shares 1,702 Est. Cost $26.76 Unrealized 0.0%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $47 Shares 667 Est. Cost $67.07 Unrealized
PIMCO DYNMIC CREDIT AND MRT IN COM SHS 0.0%
Value ($000) $44 Shares 1,731 Est. Cost $23.49 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $44 Shares 470 Est. Cost $66.44 Unrealized +1.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $43 Shares 893 Est. Cost $39.26 Unrealized +13.2%
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $42 Shares 3,079 Est. Cost $13.67 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $42 Shares 420 Est. Cost $82.87 Unrealized +11.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $41 Shares 708 Est. Cost $54.49 Unrealized -0.7%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $40 Shares 400 Est. Cost $67.47 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $40 Shares 4,300 Est. Cost $7.08 Unrealized -5.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $38 Shares 117 Est. Cost $177.07 Unrealized +68.5%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $38 Shares 1,010 Est. Cost $37.01 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $38 Shares 1,483 Est. Cost $22.25 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $37 Shares 211 Est. Cost $143.17 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $37 Shares 134 Est. Cost $185.51 Unrealized +37.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $36 Shares 390 Est. Cost $83.71 Unrealized
EATON VANCE TX MGD DIV EQ INCM COM 0.0%
Value ($000) $36 Shares 2,882 Est. Cost $11.10 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $36 Shares 269 Est. Cost $116.77 Unrealized
JD JD COM INC SPON ADR CL A 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $32.00 Unrealized
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.0%
Value ($000) $35 Shares 268 Est. Cost $128.68 Unrealized
EATON VANCE TAX MNGD GBL DV EQ COM 0.0%
Value ($000) $35 Shares 3,953 Est. Cost $8.85 Unrealized
BLACKROCK MUNICIPAL BOND TR COM 0.0%
Value ($000) $35 Shares 2,229 Est. Cost $15.70 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $35 Shares 689 Est. Cost $38.31 Unrealized +2.7%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $35 Shares 1,892 Est. Cost $7.28 Unrealized +41.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $34 Shares 246 Est. Cost $124.59 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $33 Shares 332 Est. Cost $93.99 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $33 Shares 452 Est. Cost $36.61 Unrealized +50.1%
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $33 Shares 182 Est. Cost $100.02 Unrealized +49.3%
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.0%
Value ($000) $32 Shares 500 Est. Cost $60.00 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $32 Shares 212 Est. Cost $184.90 Unrealized -25.6%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.05 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $31 Shares 300 Est. Cost $72.94 Unrealized +19.0%
MEDALLIA INC COM 0.0%
Value ($000) $31 Shares 1,012 Est. Cost $30.63 Unrealized
BLACKROCK ENHANCED GBL DIV TR COM 0.0%
Value ($000) $30 Shares 2,700 Est. Cost $12.58 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $29 Shares 475 Est. Cost $53.13 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $29 Shares 478 Est. Cost $55.39 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $93.33 Unrealized
ICSH ISHARES ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $28 Shares 551 Est. Cost $50.82 Unrealized
NUVEEN SELECT TAX FREE INCM PT SH BEN INT 0.0%
Value ($000) $28 Shares 1,830 Est. Cost $14.21 Unrealized
BRANDYWINEGBL GLBAL INM OPRTUN COM 0.0%
Value ($000) $28 Shares 2,230 Est. Cost $12.56 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $28 Shares 330 Est. Cost $83.43 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $27 Shares 54 Est. Cost $453.31 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $27 Shares 1,893 Est. Cost $12.56 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $25 Shares 19 Est. Cost $52.21 Unrealized +22.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $25 Shares 1,166 Est. Cost $11.46 Unrealized +22.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $24 Shares 201 Est. Cost $158.62 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $24 Shares 800 Est. Cost $21.10 Unrealized +21.0%
BLACKROCK LTD DURATION INC TR COM SHS 0.0%
Value ($000) $23 Shares 1,409 Est. Cost $16.32 Unrealized
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $12.91 Unrealized +84.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $55.60 Unrealized -13.3%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $22 Shares 300 Est. Cost $52.42 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $22 Shares 600 Est. Cost $11.30 Unrealized +35.4%
ALLIANZGI NFJ DIVID INT & PREM COM 0.0%
Value ($000) $21 Shares 1,604 Est. Cost $13.09 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $21 Shares 458 Est. Cost $33.04 Unrealized +14.6%
XYZ SQUARE INC CL A 0.0%
Value ($000) $21 Shares 330 Est. Cost $63.90 Unrealized 0.0%
EATON VANCE LTD DUR INCOME FD COM 0.0%
Value ($000) $21 Shares 1,582 Est. Cost $13.91 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $20 Shares 63 Est. Cost $30.49 Unrealized -2.8%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $19 Shares 692 Est. Cost $22.32 Unrealized +2.9%
TGT TARGET CORP COM 0.0%
Value ($000) $18 Shares 138 Est. Cost $48.68 Unrealized +105.0%
STORE CAP CORP COM 0.0%
Value ($000) $17 Shares 460 Est. Cost $36.96 Unrealized
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 133 Est. Cost $76.64 Unrealized +43.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $100.29 Unrealized +44.7%
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $17 Shares 500 Est. Cost $26.67 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $17 Shares 147 Est. Cost $81.39 Unrealized +14.1%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $17 Shares 437 Est. Cost $37.84 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $17 Shares 300 Est. Cost $53.33 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $118.64 Unrealized +17.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $16 Shares 119 Est. Cost $119.29 Unrealized 0.0%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $16 Shares 8 Est. Cost $1888.10 Unrealized +2.3%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $16 Shares 882 Est. Cost $28.66 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $16 Shares 370 Est. Cost $41.52 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $15 Shares 130 Est. Cost $54.14 Unrealized +95.7%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $15 Shares 103 Est. Cost $119.69 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $15 Shares 99 Est. Cost $128.46 Unrealized 0.0%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $15 Shares 338 Est. Cost $44.38 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $15 Shares 193 Est. Cost $60.59 Unrealized +25.5%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 227 Est. Cost $66.04 Unrealized
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $14 Shares 750 Est. Cost $18.67 Unrealized
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) $14 Shares 50 Est. Cost $240.00 Unrealized
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $13 Shares 426 Est. Cost $29.72 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 201 Est. Cost $39.38 Unrealized +19.8%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $13 Shares 159 Est. Cost $58.39 Unrealized +7.1%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $13 Shares 100 Est. Cost $38.25 Unrealized +259.3%
NNN NATIONAL RETAIL PPTYS INC COM 0.0%
Value ($000) $13 Shares 244 Est. Cost $42.18 Unrealized
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $13 Shares 275 Est. Cost $41.87 Unrealized -3.3%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 153 Est. Cost $89.36 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $12 Shares 231 Est. Cost $40.51 Unrealized -1.4%
UGI UGI CORP NEW COM 0.0%
Value ($000) $12 Shares 273 Est. Cost $49.97 Unrealized -8.3%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $12 Shares 279 Est. Cost $47.62 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $11 Shares 47 Est. Cost $177.00 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $11 Shares 34 Est. Cost $248.20 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $11 Shares 536 Est. Cost $16.79 Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $11 Shares 736 Est. Cost $14.95 Unrealized
WESTERN ASSET MUN DEF OPP TR COM 0.0%
Value ($000) $11 Shares 532 Est. Cost $20.68 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $11 Shares 114 Est. Cost $90.76 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $11 Shares 226 Est. Cost $35.00 Unrealized +14.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $11 Shares 53 Est. Cost $167.78 Unrealized -0.1%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $11 Shares 126 Est. Cost $50.64 Unrealized +31.3%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $10 Shares 539 Est. Cost $16.70 Unrealized
LEXINGTON REALTY TRUST COM 0.0%
Value ($000) $10 Shares 963 Est. Cost $10.39 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $10 Shares 98 Est. Cost $100.56 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $10 Shares 104 Est. Cost $63.95 Unrealized +40.2%
NUVEEN MUN HIGH INCOME OPP FD COM 0.0%
Value ($000) $10 Shares 699 Est. Cost $12.88 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $10 Shares 64 Est. Cost $112.19 Unrealized +30.1%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $10 Shares 697 Est. Cost $12.91 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.08 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $10 Shares 778 Est. Cost $11.57 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.53 Unrealized
HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF 0.0%
Value ($000) $10 Shares 468 Est. Cost $20.36 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $9 Shares 541 Est. Cost $15.19 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $9 Shares 83 Est. Cost $73.12 Unrealized +17.9%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $9 Shares 107 Est. Cost $65.40 Unrealized +8.9%
KMX CARMAX INC COM 0.0%
Value ($000) $9 Shares 105 Est. Cost $69.15 Unrealized +36.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $9 Shares 204 Est. Cost $43.84 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $9 Shares 93 Est. Cost $104.62 Unrealized +0.3%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 317 Est. Cost $29.67 Unrealized 0.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $9 Shares 31 Est. Cost $251.93 Unrealized +0.5%
EBAY EBAY INC COM 0.0%
Value ($000) $9 Shares 251 Est. Cost $31.92 Unrealized +2.2%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $9 Shares 640 Est. Cost $8.57 Unrealized +27.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.63 Unrealized +55.5%
BGC PARTNERS INC CL A 0.0%
Value ($000) $8 Shares 1,380 Est. Cost $5.07 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.61 Unrealized -13.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $8 Shares 127 Est. Cost $27.24 Unrealized -10.0%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $8 Shares 231 Est. Cost $38.96 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $8 Shares 89 Est. Cost $87.11 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 145 Est. Cost $52.85 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $7 Shares 127 Est. Cost $36.37 Unrealized +0.9%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $60.46 Unrealized +51.4%
PCG PG&E CORP COM 0.0%
Value ($000) $7 Shares 666 Est. Cost $67.23 Unrealized -87.4%
GLOBAL X MLP ETF 0.0%
Value ($000) $7 Shares 853 Est. Cost $8.45 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $7 Shares 114 Est. Cost $53.09 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $7 Shares 62 Est. Cost $93.13 Unrealized
IGPT INVESCO DYNAMIC SOFTWARE ETF 0.0%
Value ($000) $6 Shares 56 Est. Cost $107.14 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 13 Est. Cost $399.29 Unrealized +15.3%
PEOPLES UTD FINL INC COM 0.0%
Value ($000) $6 Shares 375 Est. Cost $16.00 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $6 Shares 49 Est. Cost $118.89 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $6 Shares 67 Est. Cost $18.74 Unrealized -8.1%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $6 Shares 48 Est. Cost $179.72 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $6 Shares 424 Est. Cost $14.80 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $6 Shares 70 Est. Cost $120.48 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $6 Shares 116 Est. Cost $43.10 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $6 Shares 119 Est. Cost $46.40 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $6 Shares 316 Est. Cost $15.31 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.73 Unrealized +49.6%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $5 Shares 316 Est. Cost $13.11 Unrealized 0.0%
INDIA FD INC COM 0.0%
Value ($000) $5 Shares 245 Est. Cost $28.57 Unrealized
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.19 Unrealized -10.9%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $5 Shares 36 Est. Cost $100.69 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $5 Shares 20 Est. Cost $250.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $5 Shares 6 Est. Cost $15.95 Unrealized +0.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $4 Shares 103 Est. Cost $34.37 Unrealized 0.0%
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.73 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $4 Shares 127 Est. Cost $26.67 Unrealized -8.1%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 68 Est. Cost $58.82 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $68.91 Unrealized +46.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 73 Est. Cost $57.55 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $4 Shares 49 Est. Cost $52.89 Unrealized +12.0%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $4 Shares 101 Est. Cost $32.50 Unrealized +16.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $4 Shares 44 Est. Cost $74.63 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $143.12 Unrealized -5.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.22 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $3 Shares 170 Est. Cost $29.41 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.00 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $35.19 Unrealized +9.6%
SPIRIT RLTY CAP INC NEW COM NEW 0.0%
Value ($000) $3 Shares 71 Est. Cost $42.25 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $44.06 Unrealized -10.7%
PHYL PGIM ACTIVE HIGH YIELD BOND ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
BJAN INNOVATOR S&P 500 BUFFER ETF - JANUARY 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.56 Unrealized -5.9%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $3 Shares 63 Est. Cost $37.47 Unrealized +2.6%
APACHE CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.00 Unrealized
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $3 Shares 733 Est. Cost $4.09 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $43.56 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $17.03 Unrealized +8.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 57 Est. Cost $24.16 Unrealized -1.3%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 130 Est. Cost $13.27 Unrealized +4.5%
LEN LENNAR CORP CL A 0.0%
Value ($000) $2 Shares 34 Est. Cost $52.55 Unrealized 0.0%
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $34.48 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $125.00 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $86.59 Unrealized +14.6%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $19.47 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $43.82 Unrealized +0.4%
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $37.11 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $134.28 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $2 Shares 91 Est. Cost $21.98 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $28.36 Unrealized +8.4%
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $45.59 Unrealized 0.0%
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
LLY LILLY ELI & CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $101.37 Unrealized +6.1%
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $59.77 Unrealized +74.0%
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.07 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $94.12 Unrealized
ALC ALCON INC ORD SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $58.19 Unrealized -3.0%
WAB WABTEC CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $69.17 Unrealized +3.2%
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.10 Unrealized +53.4%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.12 Unrealized -31.6%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $34.35 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.87 Unrealized 0.0%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $51.16 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.97 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.27 Unrealized +19.2%
MICRO FOCUS INTERNATIONAL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.17 Unrealized +25.3%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.07 Unrealized +23.0%
PERSPECTA INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $11.38 Unrealized 0.0%
AVNW AVIAT NETWORKS INC COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.03 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.19 Unrealized 0.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.21 Unrealized -5.1%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.37 Unrealized -55.7%
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 6 Est. Cost $11.24 Unrealized
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.22 Unrealized 0.0%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.67 Unrealized