XML Financial, LLC Diversified Active

CIK: 0001800465 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 31, 2020

Total Value ($000): $288,176 (100.0% shares, 0.0% debt)

Holdings (190)

IWR ISHARES TR 6.1%
Value ($000) $17,470 Shares 325,931 Est. Cost $58.90 Unrealized
IWB ISHARES TR 5.0%
Value ($000) $14,379 Shares 83,755 Est. Cost $178.01 Unrealized
SCHG SCHWAB STRATEGIC TR 4.4%
Value ($000) $12,623 Shares 124,316 Est. Cost $95.43 Unrealized
BND VANGUARD BD INDEX FDS 2.9%
Value ($000) $8,380 Shares 94,862 Est. Cost $84.34 Unrealized
CWB SPDR SER TR 2.9%
Value ($000) $8,343 Shares 137,904 Est. Cost $55.22 Unrealized
IJR ISHARES TR 2.8%
Value ($000) $8,149 Shares 119,324 Est. Cost $80.78 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $7,791 Shares 21,356 Est. Cost $63.31 Unrealized +18.6%
SCHV SCHWAB STRATEGIC TR 2.3%
Value ($000) $6,522 Shares 130,155 Est. Cost $59.04 Unrealized
IWF ISHARES TR 2.3%
Value ($000) $6,504 Shares 33,883 Est. Cost $174.35 Unrealized
MUB ISHARES TR 2.2%
Value ($000) $6,430 Shares 55,721 Est. Cost $113.73 Unrealized
LVHD LEGG MASON ETF INVT TR 2.2%
Value ($000) $6,203 Shares 215,538 Est. Cost $32.99 Unrealized
GSLC GOLDMAN SACHS ETF TR 2.1%
Value ($000) $5,949 Shares 95,037 Est. Cost $64.64 Unrealized
DGRO ISHARES TR 2.0%
Value ($000) $5,741 Shares 152,686 Est. Cost $32.96 Unrealized
IXUS ISHARES TR 1.8%
Value ($000) $5,307 Shares 97,335 Est. Cost $47.01 Unrealized
GLD SPDR GOLD TR 1.8%
Value ($000) $5,172 Shares 30,901 Est. Cost $144.50 Unrealized
IWM ISHARES TR 1.8%
Value ($000) $5,126 Shares 35,799 Est. Cost $161.65 Unrealized
IWD ISHARES TR 1.7%
Value ($000) $4,939 Shares 43,853 Est. Cost $136.47 Unrealized
IWS ISHARES TR 1.6%
Value ($000) $4,638 Shares 60,603 Est. Cost $93.30 Unrealized
ARKK ARK ETF TR 1.5%
Value ($000) $4,451 Shares 62,412 Est. Cost $52.04 Unrealized
SHM SPDR SER TR 1.5%
Value ($000) $4,233 Shares 84,871 Est. Cost $49.00 Unrealized
VYM VANGUARD WHITEHALL FDS 1.4%
Value ($000) $4,159 Shares 52,797 Est. Cost $92.19 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $4,141 Shares 13,371 Est. Cost $321.33 Unrealized
RWO SPDR INDEX SHS FDS 1.4%
Value ($000) $4,074 Shares 104,380 Est. Cost $49.76 Unrealized
BAPR INNOVATOR ETFS TR 1.4%
Value ($000) $3,965 Shares 143,641 Est. Cost $24.82 Unrealized
IWP ISHARES TR 1.3%
Value ($000) $3,680 Shares 23,275 Est. Cost $150.19 Unrealized
BP BP PLC 1.1%
Value ($000) $3,065 Shares 131,435 Est. Cost $36.30 Unrealized
EFA ISHARES TR 0.9%
Value ($000) $2,735 Shares 44,926 Est. Cost $69.43 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $2,723 Shares 54,815 Est. Cost $48.94 Unrealized
XLP SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,672 Shares 45,563 Est. Cost $55.50 Unrealized
IVW ISHARES TR 0.9%
Value ($000) $2,603 Shares 12,544 Est. Cost $193.76 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,267 Shares 11,140 Est. Cost $139.23 Unrealized +24.3%
ALLIANZGI EQUITY & CONV INCO 0.8%
Value ($000) $2,255 Shares 100,314 Est. Cost $22.63 Unrealized
SPTM SPDR SER TR 0.8%
Value ($000) $2,198 Shares 58,189 Est. Cost $37.11 Unrealized
IWO ISHARES TR 0.7%
Value ($000) $2,042 Shares 9,871 Est. Cost $207.56 Unrealized
VGT VANGUARD WORLD FDS 0.7%
Value ($000) $2,027 Shares 7,272 Est. Cost $222.60 Unrealized
IYF ISHARES TR 0.7%
Value ($000) $1,923 Shares 17,456 Est. Cost $136.60 Unrealized
FOCUS FINL PARTNERS INC 0.7%
Value ($000) $1,893 Shares 57,262 Est. Cost $29.47 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,877 Shares 13,348 Est. Cost $114.21 Unrealized +8.8%
EEM ISHARES TR 0.6%
Value ($000) $1,868 Shares 46,720 Est. Cost $45.00 Unrealized
PIMCO CORPORATE & INCOME OPP 0.6%
Value ($000) $1,745 Shares 112,479 Est. Cost $13.59 Unrealized
EMB ISHARES TR 0.6%
Value ($000) $1,713 Shares 15,679 Est. Cost $111.61 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,614 Shares 585 Est. Cost $88.78 Unrealized +36.0%
T AT&T INC 0.5%
Value ($000) $1,536 Shares 50,815 Est. Cost $18.72 Unrealized -17.2%
NUVEEN S&P 500 BUY-WRITE INC 0.5%
Value ($000) $1,524 Shares 138,539 Est. Cost $13.75 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,524 Shares 11,767 Est. Cost $126.80 Unrealized
PFF ISHARES TR 0.5%
Value ($000) $1,510 Shares 43,596 Est. Cost $37.30 Unrealized
RGEN REPLIGEN CORP 0.5%
Value ($000) $1,501 Shares 65,049 Est. Cost $84.01 Unrealized +40.0%
AIVI WISDOMTREE TR 0.5%
Value ($000) $1,465 Shares 41,239 Est. Cost $38.19 Unrealized
DON WISDOMTREE TR 0.5%
Value ($000) $1,339 Shares 47,259 Est. Cost $36.13 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,323 Shares 18,886 Est. Cost $59.78 Unrealized -8.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,308 Shares 7,325 Est. Cost $216.75 Unrealized -15.7%
D DOMINION ENERGY INC 0.5%
Value ($000) $1,305 Shares 16,073 Est. Cost $62.48 Unrealized +0.3%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,304 Shares 21,027 Est. Cost $61.21 Unrealized -17.9%
SPYD SPDR SER TR 0.4%
Value ($000) $1,294 Shares 46,472 Est. Cost $27.84 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,291 Shares 28,867 Est. Cost $51.03 Unrealized -31.8%
DES WISDOMTREE TR 0.4%
Value ($000) $1,287 Shares 60,745 Est. Cost $27.13 Unrealized
HYG ISHARES TR 0.4%
Value ($000) $1,230 Shares 15,074 Est. Cost $87.70 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,203 Shares 21,819 Est. Cost $42.79 Unrealized -4.8%
IWN ISHARES TR 0.4%
Value ($000) $1,184 Shares 12,149 Est. Cost $118.52 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,154 Shares 24,743 Est. Cost $38.41 Unrealized -3.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,145 Shares 3,528 Est. Cost $363.71 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,139 Shares 3,121 Est. Cost $324.75 Unrealized -0.3%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,113 Shares 11,833 Est. Cost $108.67 Unrealized -24.8%
IJH ISHARES TR 0.4%
Value ($000) $1,035 Shares 5,821 Est. Cost $205.44 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $998 Shares 12,370 Est. Cost $100.53 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $997 Shares 16,667 Est. Cost $49.26 Unrealized +8.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $988 Shares 3,348 Est. Cost $240.57 Unrealized +8.5%
MRK MERCK & CO. INC 0.3%
Value ($000) $987 Shares 12,761 Est. Cost $67.16 Unrealized -6.4%
PSK SPDR SER TR 0.3%
Value ($000) $966 Shares 23,090 Est. Cost $45.93 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $961 Shares 3,117 Est. Cost $321.94 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $933 Shares 23,761 Est. Cost $28.30 Unrealized -11.8%
PFXF VANECK VECTORS ETF TR 0.3%
Value ($000) $927 Shares 50,916 Est. Cost $19.90 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $824 Shares 7,889 Est. Cost $91.70 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $796 Shares 8,917 Est. Cost $79.46 Unrealized -12.1%
MAR MARRIOTT INTL INC NEW 0.3%
Value ($000) $792 Shares 9,234 Est. Cost $124.59 Unrealized -32.8%
PEP PEPSICO INC 0.3%
Value ($000) $779 Shares 5,888 Est. Cost $112.76 Unrealized -1.8%
CACI CACI INTL INC 0.3%
Value ($000) $768 Shares 3,541 Est. Cost $239.05 Unrealized 0.0%
ORCL ORACLE CORP 0.3%
Value ($000) $764 Shares 13,819 Est. Cost $50.44 Unrealized -2.9%
TIP ISHARES TR 0.3%
Value ($000) $755 Shares 6,140 Est. Cost $120.77 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $750 Shares 6,270 Est. Cost $105.24 Unrealized -3.5%
PFE PFIZER INC 0.3%
Value ($000) $729 Shares 22,303 Est. Cost $26.71 Unrealized -2.7%
AGG ISHARES TR 0.2%
Value ($000) $700 Shares 5,926 Est. Cost $112.87 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $696 Shares 3,864 Est. Cost $188.21 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $684 Shares 4,141 Est. Cost $165.18 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $674 Shares 6,040 Est. Cost $129.65 Unrealized -16.8%
PSEC PROSPECT CAP CORP 0.2%
Value ($000) $661 Shares 129,346 Est. Cost $2.35 Unrealized -2.0%
V VISA INC 0.2%
Value ($000) $640 Shares 3,314 Est. Cost $172.55 Unrealized +1.7%
ILCG ISHARES TR 0.2%
Value ($000) $639 Shares 2,724 Est. Cost $204.67 Unrealized
EGBN EAGLE BANCORP INC MD 0.2%
Value ($000) $635 Shares 19,389 Est. Cost $35.33 Unrealized -28.1%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $630 Shares 24,599 Est. Cost $34.02 Unrealized -29.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $629 Shares 3,409 Est. Cost $171.02 Unrealized -5.9%
OEF ISHARES TR 0.2%
Value ($000) $616 Shares 4,325 Est. Cost $143.01 Unrealized
IUSG ISHARES TR 0.2%
Value ($000) $605 Shares 8,421 Est. Cost $67.39 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $589 Shares 5,793 Est. Cost $115.67 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $558 Shares 3,828 Est. Cost $145.77 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $552 Shares 3,525 Est. Cost $163.70 Unrealized
COHEN & STEERS REIT & PFD &I 0.2%
Value ($000) $549 Shares 28,705 Est. Cost $21.89 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $535 Shares 2 Est. Cost $318723.75 Unrealized -14.0%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $534 Shares 4,218 Est. Cost $123.01 Unrealized -13.7%
KMX CARMAX INC 0.2%
Value ($000) $513 Shares 5,733 Est. Cost $91.48 Unrealized -14.3%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $499 Shares 9,758 Est. Cost $45.88 Unrealized -2.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $489 Shares 7,941 Est. Cost $54.61 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $481 Shares 7,959 Est. Cost $52.84 Unrealized -3.0%
ABBV ABBVIE INC 0.2%
Value ($000) $480 Shares 4,891 Est. Cost $65.67 Unrealized +7.4%
BA BOEING CO 0.2%
Value ($000) $478 Shares 2,607 Est. Cost $254.22 Unrealized -39.5%
SUN SUNOCO LP/SUNOCO FIN CORP 0.2%
Value ($000) $471 Shares 20,621 Est. Cost $29.56 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $450 Shares 722 Est. Cost $335.74 Unrealized +68.1%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $445 Shares 10,099 Est. Cost $25.49 Unrealized +44.9%
HD HOME DEPOT INC 0.1%
Value ($000) $432 Shares 1,723 Est. Cost $195.46 Unrealized +2.2%
WPC WP CAREY INC 0.1%
Value ($000) $428 Shares 6,334 Est. Cost $67.57 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $420 Shares 9,411 Est. Cost $44.34 Unrealized -12.7%
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $419 Shares 8,313 Est. Cost $49.50 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $419 Shares 11,392 Est. Cost $41.61 Unrealized -33.1%
GOOG ALPHABET INC 0.1%
Value ($000) $416 Shares 295 Est. Cost $64.24 Unrealized +4.3%
ABT ABBOTT LABS 0.1%
Value ($000) $411 Shares 4,498 Est. Cost $75.30 Unrealized +8.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $401 Shares 1,697 Est. Cost $213.79 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $400 Shares 16,824 Est. Cost $27.79 Unrealized -26.0%
LMP CAP & INCOME FD INC 0.1%
Value ($000) $399 Shares 39,898 Est. Cost $14.95 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $397 Shares 1,749 Est. Cost $192.35 Unrealized +7.8%
W WAYFAIR INC 0.1%
Value ($000) $395 Shares 2,000 Est. Cost $149.57 Unrealized 0.0%
W WAYFAIR INC 0.1%
Value ($000) $395 Shares 2,000 Est. Cost $149.57 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $387 Shares 2,587 Est. Cost $179.87 Unrealized -22.2%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $383 Shares 22,814 Est. Cost $23.19 Unrealized -30.4%
ESGU ISHARES TR 0.1%
Value ($000) $363 Shares 5,192 Est. Cost $69.92 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $363 Shares 2,069 Est. Cost $162.46 Unrealized -7.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $360 Shares 993 Est. Cost $298.40 Unrealized +10.7%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $360 Shares 1,677 Est. Cost $178.42 Unrealized -2.1%
EBIZ GLOBAL X FDS 0.1%
Value ($000) $359 Shares 15,191 Est. Cost $23.63 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $355 Shares 8,277 Est. Cost $40.94 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $354 Shares 4,810 Est. Cost $74.19 Unrealized -10.6%
XT ISHARES TR 0.1%
Value ($000) $352 Shares 7,912 Est. Cost $42.82 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $351 Shares 1,489 Est. Cost $182.69 Unrealized +4.9%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $346 Shares 6,570 Est. Cost $53.02 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $346 Shares 320 Est. Cost $54.10 Unrealized 0.0%
PDEC INNOVATOR ETFS TR 0.1%
Value ($000) $339 Shares 12,797 Est. Cost $25.82 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $338 Shares 11,287 Est. Cost $29.95 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $330 Shares 4,755 Est. Cost $72.67 Unrealized
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $324 Shares 31,801 Est. Cost $10.82 Unrealized
IGE ISHARES TR 0.1%
Value ($000) $323 Shares 14,899 Est. Cost $29.88 Unrealized
ARKG ARK ETF TR 0.1%
Value ($000) $322 Shares 6,169 Est. Cost $52.20 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $321 Shares 1,189 Est. Cost $269.97 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $317 Shares 2,622 Est. Cost $99.76 Unrealized -8.4%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $312 Shares 820 Est. Cost $8.06 Unrealized 0.0%
CRM SALESFORCE COM INC 0.1%
Value ($000) $309 Shares 1,649 Est. Cost $156.69 Unrealized +6.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $296 Shares 7,600 Est. Cost $37.86 Unrealized -13.5%
DNP SELECT INCOME FD 0.1%
Value ($000) $294 Shares 26,980 Est. Cost $12.73 Unrealized
POCT INNOVATOR ETFS TR 0.1%
Value ($000) $293 Shares 11,617 Est. Cost $25.20 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $288 Shares 203 Est. Cost $64.02 Unrealized +4.5%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $286 Shares 8,982 Est. Cost $22.53 Unrealized +2.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $279 Shares 1,927 Est. Cost $140.69 Unrealized -16.2%
UJAN INNOVATOR ETFS TR 0.1%
Value ($000) $279 Shares 10,073 Est. Cost $25.71 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value ($000) $275 Shares 18,424 Est. Cost $15.79 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $273 Shares 1,544 Est. Cost $140.03 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $271 Shares 4,955 Est. Cost $44.27 Unrealized 0.0%
XJPIX NUVEEN PFD & INCOME TERM FD 0.1%
Value ($000) $267 Shares 11,774 Est. Cost $18.18 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $266 Shares 3,328 Est. Cost $71.81 Unrealized -5.8%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $264 Shares 4,696 Est. Cost $54.26 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $263 Shares 2,533 Est. Cost $132.36 Unrealized -33.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $263 Shares 5,000 Est. Cost $53.02 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $262 Shares 2,603 Est. Cost $79.57 Unrealized 0.0%
VOYA ASIA PAC DIVID EQUITY I 0.1%
Value ($000) $261 Shares 33,986 Est. Cost $8.32 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $259 Shares 842 Est. Cost $316.63 Unrealized -5.7%
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $257 Shares 31,209 Est. Cost $8.67 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $256 Shares 1,066 Est. Cost $52.41 Unrealized -0.8%
KOCT INNOVATOR ETFS TR 0.1%
Value ($000) $255 Shares 10,672 Est. Cost $21.18 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $252 Shares 1,151 Est. Cost $168.73 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $247 Shares 1,235 Est. Cost $200.00 Unrealized
PTNQ PACER FDS TR 0.1%
Value ($000) $247 Shares 5,792 Est. Cost $42.65 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.1%
Value ($000) $244 Shares 12,964 Est. Cost $28.03 Unrealized -33.8%
BOND PIMCO ETF TR 0.1%
Value ($000) $240 Shares 2,155 Est. Cost $106.12 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $239 Shares 1,182 Est. Cost $202.20 Unrealized
NUVEEN VIRGINIA QLTY MUNCPL 0.1%
Value ($000) $224 Shares 15,654 Est. Cost $14.49 Unrealized
MMM 3M CO 0.1%
Value ($000) $224 Shares 1,439 Est. Cost $105.95 Unrealized -3.3%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $221 Shares 3,457 Est. Cost $93.08 Unrealized -38.8%
WMB WILLIAMS COS INC 0.1%
Value ($000) $221 Shares 11,613 Est. Cost $13.80 Unrealized 0.0%
COHEN & STEERS QUALITY INCOM 0.1%
Value ($000) $219 Shares 20,055 Est. Cost $13.46 Unrealized
PAVMED INC 0.1%
Value ($000) $214 Shares 101,200 Est. Cost $2.11 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $206 Shares 28,133 Est. Cost $7.89 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $201 Shares 29,489 Est. Cost $10.02 Unrealized
IRM IRON MTN INC NEW 0.1%
Value ($000) $201 Shares 7,718 Est. Cost $19.29 Unrealized 0.0%
PJUL INNOVATOR ETFS TR 0.1%
Value ($000) $200 Shares 7,486 Est. Cost $26.72 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $195 Shares 13,496 Est. Cost $10.22 Unrealized -22.7%
CPRX CATALYST PHARMACEUTICALS INC 0.1%
Value ($000) $185 Shares 40,000 Est. Cost $4.49 Unrealized 0.0%
CENTURYLINK INC 0.1%
Value ($000) $177 Shares 17,661 Est. Cost $11.97 Unrealized
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $148 Shares 25,139 Est. Cost $6.92 Unrealized
EATON VANCE RISK MNGD DIV EQ 0.0%
Value ($000) $135 Shares 14,160 Est. Cost $9.32 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $125 Shares 14,109 Est. Cost $17.60 Unrealized -51.7%
GLADSTONE CAPITAL CORP 0.0%
Value ($000) $74 Shares 10,087 Est. Cost $7.34 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $74 Shares 12,239 Est. Cost $6.29 Unrealized -33.2%
XAWPX ABERDEEN GLOBAL PREMIER PPTY 0.0%
Value ($000) $61 Shares 13,173 Est. Cost $4.63 Unrealized