Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 8, 2020

Total Value ($000): $425,511 (100.0% shares, 0.0% debt)

Holdings (470)

ICSH ISHARES LIQUIDITY INCOME ETF 10.0%
Value ($000) $42,596 Shares 842,488 Est. Cost $50.33 Unrealized
VOO VANGUARD S&P 500 ETF 9.1%
Value ($000) $38,639 Shares 136,325 Est. Cost $233.23 Unrealized
ACWV ISHARES EDGE MSCI MIN VOL GLOBAL ETF 7.6%
Value ($000) $32,254 Shares 368,282 Est. Cost $80.34 Unrealized
XOM EXXON MOBIL CORP COM 5.7%
Value ($000) $24,259 Shares 542,454 Est. Cost $51.99 Unrealized -33.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 5.0%
Value ($000) $21,407 Shares 242,322 Est. Cost $83.89 Unrealized
FLQL FRANKLIN LIBERTYQ U.S. EQUITY ETF 5.0%
Value ($000) $21,154 Shares 658,181 Est. Cost $27.83 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 4.4%
Value ($000) $18,615 Shares 158,854 Est. Cost $103.40 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 3.9%
Value ($000) $16,769 Shares 306,051 Est. Cost $51.85 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 3.5%
Value ($000) $14,735 Shares 269,337 Est. Cost $52.42 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 3.4%
Value ($000) $14,588 Shares 197,881 Est. Cost $62.60 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 2.7%
Value ($000) $11,418 Shares 239,214 Est. Cost $47.73 Unrealized
IQLT ISHARES EDGE MSCI INTL QUALITY FACTOR ETF 2.4%
Value ($000) $10,217 Shares 347,391 Est. Cost $32.29 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 2.2%
Value ($000) $9,434 Shares 136,395 Est. Cost $69.17 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 2.0%
Value ($000) $8,678 Shares 143,630 Est. Cost $56.48 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.1%
Value ($000) $4,590 Shares 80,308 Est. Cost $61.54 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $3,507 Shares 9,614 Est. Cost $39.00 Unrealized +92.6%
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $3,484 Shares 17,121 Est. Cost $104.91 Unrealized +65.0%
CCI CROWN CASTLE INTL CORP NEW COM 0.8%
Value ($000) $3,340 Shares 19,959 Est. Cost $80.24 Unrealized +55.9%
CVS CVS HEALTH CORP COM 0.8%
Value ($000) $3,329 Shares 51,246 Est. Cost $49.14 Unrealized +7.0%
ABBV ABBVIE INC COM 0.8%
Value ($000) $3,310 Shares 33,718 Est. Cost $53.03 Unrealized +33.0%
LMT LOCKHEED MARTIN CORP COM 0.8%
Value ($000) $3,213 Shares 8,806 Est. Cost $229.16 Unrealized +41.3%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $3,180 Shares 57,679 Est. Cost $34.44 Unrealized +18.3%
DLR DIGITAL RLTY TR INC COM 0.7%
Value ($000) $3,123 Shares 21,975 Est. Cost $79.90 Unrealized +45.6%
D DOMINION ENERGY INC COM 0.7%
Value ($000) $2,930 Shares 36,088 Est. Cost $58.30 Unrealized +7.5%
BLACKROCK INC COM 0.7%
Value ($000) $2,917 Shares 5,362 Est. Cost $440.11 Unrealized
GILD GILEAD SCIENCES INC COM 0.7%
Value ($000) $2,861 Shares 37,185 Est. Cost $52.26 Unrealized +17.6%
EFG ISHARES MSCI EAFE GROWTH ETF 0.7%
Value ($000) $2,849 Shares 34,285 Est. Cost $84.77 Unrealized
CAT CATERPILLAR INC DEL COM 0.6%
Value ($000) $2,638 Shares 20,854 Est. Cost $91.53 Unrealized +16.0%
MRK MERCK & CO. INC COM 0.6%
Value ($000) $2,630 Shares 34,015 Est. Cost $46.97 Unrealized +33.8%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $2,620 Shares 56,165 Est. Cost $27.99 Unrealized +32.2%
BCE BCE INC COM NEW 0.6%
Value ($000) $2,452 Shares 58,699 Est. Cost $26.76 Unrealized +5.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $2,448 Shares 20,268 Est. Cost $90.20 Unrealized +1.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $2,417 Shares 30,259 Est. Cost $57.64 Unrealized +17.3%
QQQ INVESCO QQQ TRUST 0.5%
Value ($000) $2,289 Shares 9,245 Est. Cost $187.52 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $2,204 Shares 24,696 Est. Cost $79.39 Unrealized -12.1%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.5%
Value ($000) $2,132 Shares 37,916 Est. Cost $53.62 Unrealized
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $2,022 Shares 51,526 Est. Cost $33.19 Unrealized -24.8%
V VISA INC COM CL A 0.5%
Value ($000) $1,998 Shares 10,343 Est. Cost $157.45 Unrealized +11.5%
KEY KEYCORP COM 0.5%
Value ($000) $1,986 Shares 163,026 Est. Cost $12.40 Unrealized -28.9%
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $1,869 Shares 38,704 Est. Cost $38.74 Unrealized -9.1%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,735 Shares 629 Est. Cost $81.63 Unrealized +48.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $1,724 Shares 23,460 Est. Cost $63.86 Unrealized
PEP PEPSICO INC COM 0.4%
Value ($000) $1,609 Shares 12,162 Est. Cost $112.27 Unrealized -1.3%
AMGN AMGEN INC COM 0.4%
Value ($000) $1,606 Shares 6,811 Est. Cost $147.73 Unrealized +29.7%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,522 Shares 10,826 Est. Cost $101.88 Unrealized +21.9%
MBB ISHARES MBS ETF 0.4%
Value ($000) $1,520 Shares 13,735 Est. Cost $108.30 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.3%
Value ($000) $1,473 Shares 60,510 Est. Cost $24.31 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $1,473 Shares 45,043 Est. Cost $25.74 Unrealized +1.0%
IJH ISHARES S&P MIDCAP FUND 0.3%
Value ($000) $1,463 Shares 8,225 Est. Cost $197.45 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.3%
Value ($000) $1,398 Shares 5,280 Est. Cost $164.04 Unrealized
ADBE ADOBE INC COM 0.3%
Value ($000) $1,316 Shares 3,022 Est. Cost $218.55 Unrealized +69.5%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $1,302 Shares 21,118 Est. Cost $44.08 Unrealized +13.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.3%
Value ($000) $1,241 Shares 23,137 Est. Cost $58.25 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,187 Shares 4,737 Est. Cost $169.10 Unrealized +18.1%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $1,170 Shares 825 Est. Cost $58.46 Unrealized +14.5%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $1,133 Shares 12,425 Est. Cost $51.84 Unrealized +36.9%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,067 Shares 4,442 Est. Cost $33.64 Unrealized +54.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,010 Shares 5,262 Est. Cost $150.40 Unrealized
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $982 Shares 12,944 Est. Cost $54.37 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $976 Shares 4,297 Est. Cost $180.26 Unrealized +15.0%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $948 Shares 3,214 Est. Cost $203.71 Unrealized +28.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $947 Shares 4,389 Est. Cost $186.52 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $921 Shares 7,252 Est. Cost $83.69 Unrealized +18.9%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $873 Shares 2,953 Est. Cost $226.50 Unrealized +20.7%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.2%
Value ($000) $857 Shares 34,100 Est. Cost $33.08 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $857 Shares 11,702 Est. Cost $60.25 Unrealized +3.5%
CRM SALESFORCE COM INC COM 0.2%
Value ($000) $839 Shares 4,478 Est. Cost $154.52 Unrealized +7.7%
NKE NIKE INC CL B 0.2%
Value ($000) $831 Shares 8,472 Est. Cost $73.37 Unrealized +16.5%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $828 Shares 8,804 Est. Cost $99.20 Unrealized -17.6%
KO COCA COLA CO COM 0.2%
Value ($000) $810 Shares 18,123 Est. Cost $34.62 Unrealized +11.9%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $807 Shares 5,399 Est. Cost $151.38 Unrealized -17.9%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $800 Shares 7,880 Est. Cost $82.19 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $800 Shares 10,870 Est. Cost $72.58 Unrealized -8.6%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $792 Shares 15,059 Est. Cost $51.94 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $785 Shares 8,556 Est. Cost $70.38 Unrealized +16.2%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $784 Shares 4,482 Est. Cost $161.57 Unrealized -6.0%
MMM 3M CO COM 0.2%
Value ($000) $779 Shares 4,995 Est. Cost $128.13 Unrealized -20.1%
GSY INVESCO ULTRA SHORT DURATION ETF 0.2%
Value ($000) $681 Shares 13,503 Est. Cost $50.43 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.2%
Value ($000) $650 Shares 12,976 Est. Cost $45.14 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $635 Shares 17,256 Est. Cost $37.56 Unrealized -25.8%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $633 Shares 16,846 Est. Cost $38.95 Unrealized -28.8%
ZENDESK INC COM 0.1%
Value ($000) $625 Shares 7,058 Est. Cost $75.06 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $620 Shares 3,504 Est. Cost $106.02 Unrealized +32.1%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $613 Shares 10,147 Est. Cost $46.33 Unrealized +10.6%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.1%
Value ($000) $612 Shares 12,180 Est. Cost $50.23 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $608 Shares 3,194 Est. Cost $114.75 Unrealized +45.7%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $555 Shares 2,418 Est. Cost $36.27 Unrealized -2.9%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $555 Shares 4,973 Est. Cost $109.32 Unrealized -1.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $551 Shares 9,971 Est. Cost $34.36 Unrealized +42.6%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $546 Shares 7,023 Est. Cost $71.13 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $545 Shares 3,740 Est. Cost $116.76 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $544 Shares 552 Est. Cost $569.76 Unrealized +31.6%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $536 Shares 1,447 Est. Cost $302.51 Unrealized +6.4%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $535 Shares 1,764 Est. Cost $220.42 Unrealized +26.7%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $527 Shares 2,792 Est. Cost $143.59 Unrealized +15.3%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $512 Shares 2,592 Est. Cost $179.65 Unrealized -8.6%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.1%
Value ($000) $496 Shares 7,505 Est. Cost $62.09 Unrealized
BIIB BIOGEN INC COM 0.1%
Value ($000) $493 Shares 1,842 Est. Cost $293.15 Unrealized +2.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $464 Shares 4,122 Est. Cost $100.56 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $446 Shares 6,828 Est. Cost $65.27 Unrealized
IMAX IMAX CORP COM 0.1%
Value ($000) $380 Shares 33,861 Est. Cost $13.58 Unrealized -13.9%
NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF 0.1%
Value ($000) $378 Shares 6,935 Est. Cost $54.51 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $363 Shares 3,074 Est. Cost $106.16 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $360 Shares 11,582 Est. Cost $31.13 Unrealized +0.1%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $331 Shares 2,768 Est. Cost $80.45 Unrealized +26.2%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $329 Shares 2,102 Est. Cost $148.56 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.1%
Value ($000) $308 Shares 5,068 Est. Cost $53.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $304 Shares 1,705 Est. Cost $197.17 Unrealized -7.4%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $301 Shares 1,631 Est. Cost $131.54 Unrealized +22.4%
T AT&T INC COM 0.1%
Value ($000) $294 Shares 9,738 Est. Cost $15.87 Unrealized -2.3%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.1%
Value ($000) $286 Shares 4,723 Est. Cost $47.14 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $280 Shares 9,408 Est. Cost $33.21 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $263 Shares 5,533 Est. Cost $40.79 Unrealized
MEDALLIA INC COM 0.1%
Value ($000) $256 Shares 10,124 Est. Cost $21.11 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $239 Shares 7,847 Est. Cost $59.90 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $234 Shares 3,908 Est. Cost $33.57 Unrealized +58.5%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.1%
Value ($000) $227 Shares 4,395 Est. Cost $50.29 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $224 Shares 2,817 Est. Cost $50.20 Unrealized +32.7%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $187 Shares 5,710 Est. Cost $48.07 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $170 Shares 9,371 Est. Cost $27.15 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $170 Shares 928 Est. Cost $259.86 Unrealized -40.8%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $166 Shares 537 Est. Cost $223.53 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $156 Shares 2,937 Est. Cost $50.67 Unrealized -20.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $155 Shares 1,147 Est. Cost $84.71 Unrealized +22.0%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $151 Shares 2,923 Est. Cost $52.00 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $149 Shares 890 Est. Cost $127.57 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $148 Shares 3,730 Est. Cost $33.59 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $145 Shares 2,551 Est. Cost $38.05 Unrealized +14.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $141 Shares 1,089 Est. Cost $117.69 Unrealized 0.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $135 Shares 5,474 Est. Cost $24.66 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $133 Shares 1,109 Est. Cost $25.65 Unrealized +48.4%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $132 Shares 7,373 Est. Cost $17.82 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $127 Shares 1,836 Est. Cost $61.85 Unrealized +14.9%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $112 Shares 1,603 Est. Cost $61.80 Unrealized -11.3%
ISHARES MSCI FRONTIER 100 FUND 0.0%
Value ($000) $110 Shares 4,538 Est. Cost $25.28 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $102 Shares 2,100 Est. Cost $33.81 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $100 Shares 2,308 Est. Cost $68.22 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $100 Shares 3,290 Est. Cost $22.59 Unrealized -6.6%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $99 Shares 968 Est. Cost $108.22 Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $97 Shares 1,992 Est. Cost $56.59 Unrealized -26.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $94 Shares 677 Est. Cost $116.70 Unrealized -13.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $89 Shares 1,507 Est. Cost $43.15 Unrealized +11.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $87 Shares 3,404 Est. Cost $37.77 Unrealized -36.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $86 Shares 1,664 Est. Cost $33.82 Unrealized +32.3%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $86 Shares 1,433 Est. Cost $59.85 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $85 Shares 5,773 Est. Cost $15.20 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $84 Shares 1,373 Est. Cost $51.85 Unrealized -14.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $84 Shares 1,355 Est. Cost $47.89 Unrealized +5.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $82 Shares 2,007 Est. Cost $39.54 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $81 Shares 1,590 Est. Cost $50.30 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $81 Shares 476 Est. Cost $179.64 Unrealized -6.6%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $80 Shares 3,382 Est. Cost $22.28 Unrealized -7.7%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $75 Shares 710 Est. Cost $35.91 Unrealized +12.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $74 Shares 470 Est. Cost $115.59 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $74 Shares 798 Est. Cost $84.68 Unrealized
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $72 Shares 2,607 Est. Cost $34.16 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $71 Shares 366 Est. Cost $154.57 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $68 Shares 2,802 Est. Cost $37.12 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $67 Shares 240 Est. Cost $159.84 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $65 Shares 741 Est. Cost $65.92 Unrealized +13.4%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $65 Shares 238 Est. Cost $255.82 Unrealized -12.0%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $63 Shares 1,519 Est. Cost $38.25 Unrealized -23.0%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $63 Shares 8,785 Est. Cost $14.38 Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value ($000) $63 Shares 2,000 Est. Cost $31.50 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $63 Shares 1,026 Est. Cost $55.12 Unrealized -0.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $62 Shares 2,209 Est. Cost $39.56 Unrealized -37.4%
VTR VENTAS INC COM 0.0%
Value ($000) $61 Shares 1,678 Est. Cost $42.86 Unrealized -37.1%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $58 Shares 2,294 Est. Cost $29.02 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $58 Shares 800 Est. Cost $58.47 Unrealized +7.1%
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.0%
Value ($000) $57 Shares 468 Est. Cost $125.74 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $57 Shares 1,106 Est. Cost $49.60 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $56 Shares 2,067 Est. Cost $27.09 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $55 Shares 321 Est. Cost $168.34 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $53 Shares 485 Est. Cost $71.31 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $53 Shares 1,702 Est. Cost $26.76 Unrealized -4.9%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $52 Shares 399 Est. Cost $126.03 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $51 Shares 441 Est. Cost $107.76 Unrealized +6.1%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $50 Shares 5,000 Est. Cost $10.00 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $49 Shares 605 Est. Cost $83.11 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $49 Shares 497 Est. Cost $119.80 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $49 Shares 1,140 Est. Cost $34.25 Unrealized -2.3%
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $48 Shares 2,483 Est. Cost $21.08 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $47 Shares 420 Est. Cost $106.23 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $46 Shares 534 Est. Cost $81.59 Unrealized -5.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $45 Shares 874 Est. Cost $44.96 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $45 Shares 942 Est. Cost $39.67 Unrealized +18.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $45 Shares 1,940 Est. Cost $30.73 Unrealized
BLACKROCK ENH CAP & INC FD INC COM 0.0%
Value ($000) $45 Shares 3,100 Est. Cost $17.10 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $44 Shares 2,510 Est. Cost $20.27 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $43 Shares 3,363 Est. Cost $13.02 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $42 Shares 117 Est. Cost $177.07 Unrealized +86.6%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $41 Shares 546 Est. Cost $88.42 Unrealized -31.7%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $41 Shares 1,506 Est. Cost $27.22 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $41 Shares 4,661 Est. Cost $19.46 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.0%
Value ($000) $40 Shares 1,520 Est. Cost $26.32 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $39 Shares 1,052 Est. Cost $37.07 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $37 Shares 1,578 Est. Cost $41.92 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $36 Shares 696 Est. Cost $50.32 Unrealized -17.0%
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $35 Shares 3,079 Est. Cost $13.67 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.0%
Value ($000) $35 Shares 1,322 Est. Cost $26.48 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $35 Shares 330 Est. Cost $63.90 Unrealized +19.8%
CODI COMPASS DIVERSIFIED HOLDINGS SH BEN INT 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $12.70 Unrealized 0.0%
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF 0.0%
Value ($000) $34 Shares 1,343 Est. Cost $25.32 Unrealized
BLACKROCK MUN BD TR COM 0.0%
Value ($000) $34 Shares 2,229 Est. Cost $15.70 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $33 Shares 4,769 Est. Cost $22.07 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $33 Shares 909 Est. Cost $36.51 Unrealized -20.7%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $32 Shares 829 Est. Cost $38.60 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $32 Shares 191 Est. Cost $101.91 Unrealized +38.8%
EATON VANCE TX MGD DIV EQ INCM COM 0.0%
Value ($000) $31 Shares 2,882 Est. Cost $11.10 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $30 Shares 380 Est. Cost $83.71 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $30 Shares 212 Est. Cost $184.90 Unrealized -38.8%
NKSH NATIONAL BANKSHARES INC VA COM 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $21.60 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $29 Shares 3,953 Est. Cost $8.85 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $29 Shares 850 Est. Cost $37.01 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $28 Shares 134 Est. Cost $185.51 Unrealized -0.2%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $27 Shares 98 Est. Cost $269.32 Unrealized
NUVEEN SELECT TAX FREE INCOME SH BEN INT 0.0%
Value ($000) $27 Shares 1,830 Est. Cost $14.21 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $27 Shares 1,892 Est. Cost $7.28 Unrealized +8.4%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $27 Shares 201 Est. Cost $158.62 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $27 Shares 452 Est. Cost $36.61 Unrealized +9.7%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $27 Shares 19 Est. Cost $52.21 Unrealized +28.3%
FAST FASTENAL CO COM 0.0%
Value ($000) $26 Shares 600 Est. Cost $11.30 Unrealized +46.8%
BRANDYWINEGBL GLBAL INM OPRTUN COM 0.0%
Value ($000) $26 Shares 2,230 Est. Cost $12.56 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $25 Shares 55 Est. Cost $30.49 Unrealized +39.6%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $25 Shares 2,700 Est. Cost $12.58 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $24 Shares 744 Est. Cost $35.77 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $23 Shares 393 Est. Cost $61.15 Unrealized -21.9%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $23 Shares 1,652 Est. Cost $12.56 Unrealized
WESTERN ASSET TOTAL RETURN ETF 0.0%
Value ($000) $23 Shares 831 Est. Cost $25.35 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $22 Shares 128 Est. Cost $1.08 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $22 Shares 436 Est. Cost $108.72 Unrealized -59.1%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $22 Shares 253 Est. Cost $83.43 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $22 Shares 187 Est. Cost $61.39 Unrealized +59.9%
SAP SAP SE SPON ADR 0.0%
Value ($000) $22 Shares 159 Est. Cost $116.77 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $22 Shares 478 Est. Cost $55.39 Unrealized -22.1%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $21 Shares 130 Est. Cost $130.77 Unrealized
BLACKROCK LTD DURATION INC TR COM SHS 0.0%
Value ($000) $20 Shares 1,409 Est. Cost $16.32 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $20 Shares 193 Est. Cost $60.59 Unrealized +52.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $19 Shares 1,015 Est. Cost $30.07 Unrealized -50.7%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $18 Shares 63 Est. Cost $184.46 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $18 Shares 294 Est. Cost $52.23 Unrealized
ALLIANZGI DIVIDEND INT & PRMIU COM 0.0%
Value ($000) $18 Shares 1,604 Est. Cost $13.09 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $18 Shares 1,582 Est. Cost $13.91 Unrealized
FLCB FRANKLIN LIBERTY U.S. CORE BOND ETF 0.0%
Value ($000) $17 Shares 661 Est. Cost $25.72 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $17 Shares 434 Est. Cost $33.04 Unrealized -0.9%
NUE NUCOR CORP COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $55.60 Unrealized -34.5%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 440 Est. Cost $36.13 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $17 Shares 889 Est. Cost $20.19 Unrealized -26.4%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $21.10 Unrealized -33.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $16 Shares 41 Est. Cost $8.06 Unrealized 0.0%
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 0.0%
Value ($000) $16 Shares 341 Est. Cost $47.44 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $16 Shares 217 Est. Cost $73.73 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $16 Shares 146 Est. Cost $81.39 Unrealized -2.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $16 Shares 50 Est. Cost $251.98 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 437 Est. Cost $37.84 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $118.64 Unrealized -1.5%
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $7.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $100.29 Unrealized +26.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $14 Shares 250 Est. Cost $51.20 Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $7.00 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $14 Shares 350 Est. Cost $40.00 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $14 Shares 119 Est. Cost $119.29 Unrealized -21.6%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $14 Shares 142 Est. Cost $78.60 Unrealized +8.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 8 Est. Cost $1888.10 Unrealized -20.7%
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value ($000) $13 Shares 350 Est. Cost $26.43 Unrealized 0.0%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $15.00 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $240.00 Unrealized
PIMCO DYNAMIC CR INCOME FD COM SHS 0.0%
Value ($000) $13 Shares 731 Est. Cost $23.49 Unrealized
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $280.00 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $13 Shares 241 Est. Cost $31.92 Unrealized +20.4%
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $12 Shares 426 Est. Cost $29.72 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $12 Shares 335 Est. Cost $66.12 Unrealized -54.7%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $26.86 Unrealized -4.4%
HPQ HP INC COM 0.0%
Value ($000) $12 Shares 676 Est. Cost $14.12 Unrealized -7.4%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $12 Shares 185 Est. Cost $72.94 Unrealized -22.4%
ROST ROSS STORES INC COM 0.0%
Value ($000) $12 Shares 145 Est. Cost $58.96 Unrealized +45.3%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $11 Shares 338 Est. Cost $44.38 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $92.18 Unrealized +3.3%
STORE CAP CORP COM 0.0%
Value ($000) $11 Shares 460 Est. Cost $36.96 Unrealized
WESTERN ASSET MUN DEF OPP TR COM 0.0%
Value ($000) $11 Shares 532 Est. Cost $20.68 Unrealized
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $11 Shares 279 Est. Cost $47.62 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $10 Shares 536 Est. Cost $16.79 Unrealized
LEXINGTON REALTY TRUST COM 0.0%
Value ($000) $10 Shares 963 Est. Cost $10.39 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $10 Shares 126 Est. Cost $50.64 Unrealized +32.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $10 Shares 638 Est. Cost $11.46 Unrealized -5.4%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $10 Shares 98 Est. Cost $100.56 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $10 Shares 114 Est. Cost $90.76 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $10 Shares 97 Est. Cost $65.40 Unrealized +21.7%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $53.33 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $10 Shares 59 Est. Cost $135.59 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $10 Shares 778 Est. Cost $11.57 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 128 Est. Cost $93.99 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $9 Shares 318 Est. Cost $37.27 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $9 Shares 47 Est. Cost $167.78 Unrealized +3.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $9 Shares 275 Est. Cost $41.87 Unrealized -20.8%
HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF 0.0%
Value ($000) $9 Shares 468 Est. Cost $20.36 Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $9 Shares 736 Est. Cost $14.95 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $9 Shares 699 Est. Cost $12.88 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $9 Shares 68 Est. Cost $18.71 Unrealized +7.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $9 Shares 159 Est. Cost $58.39 Unrealized -24.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $9 Shares 176 Est. Cost $23.45 Unrealized -25.6%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $9 Shares 231 Est. Cost $40.51 Unrealized -23.3%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 244 Est. Cost $42.18 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $9 Shares 273 Est. Cost $49.97 Unrealized -39.3%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $9 Shares 697 Est. Cost $12.91 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $9 Shares 93 Est. Cost $104.62 Unrealized -20.3%
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $8 Shares 114 Est. Cost $53.09 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $8 Shares 99 Est. Cost $128.46 Unrealized -34.8%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.63 Unrealized +40.4%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $8 Shares 353 Est. Cost $22.64 Unrealized -27.4%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $112.19 Unrealized +20.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $8 Shares 201 Est. Cost $39.38 Unrealized -16.4%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $105.29 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 224 Est. Cost $65.50 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $8 Shares 100 Est. Cost $52.42 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $8 Shares 94 Est. Cost $69.15 Unrealized +13.3%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $8 Shares 304 Est. Cost $23.03 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 94 Est. Cost $63.83 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $7 Shares 197 Est. Cost $30.82 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $7 Shares 227 Est. Cost $35.00 Unrealized -31.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $60.46 Unrealized +48.6%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $7 Shares 13 Est. Cost $399.29 Unrealized +27.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 150 Est. Cost $42.22 Unrealized
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 750 Est. Cost $18.67 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $7 Shares 83 Est. Cost $73.12 Unrealized -7.9%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $7 Shares 89 Est. Cost $87.11 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $7 Shares 28 Est. Cost $251.93 Unrealized -1.9%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $38.75 Unrealized 0.0%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $7 Shares 218 Est. Cost $37.96 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $7 Shares 176 Est. Cost $33.95 Unrealized -20.9%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $6 Shares 188 Est. Cost $43.84 Unrealized -27.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $67.73 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $6 Shares 62 Est. Cost $93.13 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $6 Shares 295 Est. Cost $16.27 Unrealized -15.2%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $6 Shares 133 Est. Cost $45.11 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $6 Shares 666 Est. Cost $67.23 Unrealized -84.0%
MRNA MODERNA INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.76 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $6 Shares 6 Est. Cost $15.95 Unrealized +16.1%
VFC V F CORP COM 0.0%
Value ($000) $6 Shares 106 Est. Cost $63.95 Unrealized -8.9%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.73 Unrealized +40.7%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $5 Shares 41 Est. Cost $179.72 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.0%
Value ($000) $5 Shares 217 Est. Cost $23.26 Unrealized
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $5 Shares 231 Est. Cost $38.96 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $5 Shares 176 Est. Cost $26.21 Unrealized -7.1%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $5 Shares 167 Est. Cost $34.19 Unrealized -19.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $5 Shares 47 Est. Cost $85.11 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $5 Shares 473 Est. Cost $11.49 Unrealized -28.5%
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.73 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $4 Shares 225 Est. Cost $49.00 Unrealized -69.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $143.12 Unrealized -2.7%
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $4 Shares 375 Est. Cost $16.00 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.22 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $4 Shares 1,380 Est. Cost $5.07 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 73 Est. Cost $57.55 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $4 Shares 89 Est. Cost $57.90 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $68.91 Unrealized +44.2%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $4 Shares 161 Est. Cost $24.84 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $4 Shares 206 Est. Cost $34.11 Unrealized -47.8%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $4 Shares 132 Est. Cost $22.90 Unrealized
BTE BAYTEX ENERGY CORP COM 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $0.88 Unrealized -61.1%
TSLA TESLA INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $41.46 Unrealized +30.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $100.69 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $3 Shares 103 Est. Cost $29.67 Unrealized -20.9%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $3 Shares 44 Est. Cost $74.63 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $3 Shares 51 Est. Cost $39.22 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 126 Est. Cost $23.81 Unrealized
PERSPECTA INC COM 0.0%
Value ($000) $3 Shares 114 Est. Cost $26.32 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $3 Shares 111 Est. Cost $29.34 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.67 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 57 Est. Cost $24.16 Unrealized -14.8%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $3 Shares 69 Est. Cost $46.40 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 27 Est. Cost $74.07 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $3 Shares 640 Est. Cost $8.57 Unrealized -53.5%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $3 Shares 70 Est. Cost $120.48 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 68 Est. Cost $58.82 Unrealized
REALOGY HLDGS CORP COM 0.0%
Value ($000) $3 Shares 376 Est. Cost $2.66 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $125.00 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $2 Shares 140 Est. Cost $13.45 Unrealized 0.0%
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $2 Shares 733 Est. Cost $4.09 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $43.56 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $43.82 Unrealized -13.1%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $35.19 Unrealized -23.7%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $2 Shares 130 Est. Cost $19.22 Unrealized -17.3%
HANESBRANDS INC COM 0.0%
Value ($000) $2 Shares 141 Est. Cost $23.17 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $136.36 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $2 Shares 38 Est. Cost $37.47 Unrealized +20.8%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $33.56 Unrealized -25.2%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $2 Shares 59 Est. Cost $63.38 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $110.42 Unrealized -58.7%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $19.47 Unrealized
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $45.59 Unrealized -10.5%
SPIRIT RLTY CAP INC NEW COM NEW 0.0%
Value ($000) $2 Shares 71 Est. Cost $42.25 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $2 Shares 34 Est. Cost $52.55 Unrealized -10.0%
REDFIN CORP COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.0%
Value ($000) $2 Shares 83 Est. Cost $24.10 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $34.48 Unrealized
PHYL PGIM ACTIVE HIGH YIELD BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $45.45 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $113.45 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $35.47 Unrealized -24.9%
SIX FLAGS ENTMT CORP NEW COM 0.0%
Value ($000) $2 Shares 82 Est. Cost $12.20 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $2 Shares 205 Est. Cost $6.79 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
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF 0.0%
Value ($000) $2 Shares 91 Est. Cost $22.22 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
EBND SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $23.24 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $45.46 Unrealized -35.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $57.15 Unrealized -25.5%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.76 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 782 Est. Cost $2.62 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $37.11 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $1 Shares 91 Est. Cost $21.98 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $42.13 Unrealized -46.1%
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.10 Unrealized +66.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $59.77 Unrealized +130.7%
HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.99 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $101.37 Unrealized +42.0%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.12 Unrealized -3.1%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $16.13 Unrealized 0.0%
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
BXP BOSTON PPTYS LTD PARTNERSHIP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.59 Unrealized -21.4%
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $1 Shares 79 Est. Cost $12.66 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 58 Est. Cost $15.49 Unrealized 0.0%
LX LEXINFINTECH HLDGS LTD ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $1 Shares 130 Est. Cost $13.27 Unrealized -28.5%
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.07 Unrealized -30.4%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $58.19 Unrealized -4.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $17.13 Unrealized 0.0%
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
MTRN MATERION CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $50.57 Unrealized 0.0%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.48 Unrealized 0.0%
IGPT INVESCO DYNAMIC SOFTWARE ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $107.14 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $29.98 Unrealized -29.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $94.12 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $28.36 Unrealized -40.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1 Shares 15 Est. Cost $123.19 Unrealized -20.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AVT AVNET INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.25 Unrealized -17.9%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.37 Unrealized -59.5%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.17 Unrealized +13.9%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
HERTZ GLOBAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 171 Est. Cost $5.85 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.28 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.21 Unrealized -44.5%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $51.16 Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.07 Unrealized -2.4%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.67 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 72 Est. Cost $5.00 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.19 Unrealized -52.1%
AVNW AVIAT NETWORKS INC COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.03 Unrealized -11.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.27 Unrealized -23.3%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.97 Unrealized -46.7%
GOGL GOLDEN OCEAN GROUP LTD SHS NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $3.71 Unrealized +27.7%
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $11.42 Unrealized -10.2%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.22 Unrealized -14.5%
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $0 Shares 6 Est. Cost $11.24 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.27 Unrealized +0.3%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $11.38 Unrealized -38.8%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $63.02 Unrealized -13.0%