XML Financial, LLC Diversified Active

CIK: 0001800465 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $320,385 (100.0% shares, 0.0% debt)

Holdings (194)

IWR ISHARES TR 5.6%
Value ($000) $17,986 Shares 313,449 Est. Cost $58.90 Unrealized
SCHG SCHWAB STRATEGIC TR 4.7%
Value ($000) $15,198 Shares 131,959 Est. Cost $96.58 Unrealized
IWB ISHARES TR 4.7%
Value ($000) $15,046 Shares 80,393 Est. Cost $178.01 Unrealized
CWB SPDR SER TR 3.0%
Value ($000) $9,639 Shares 139,920 Est. Cost $55.42 Unrealized
BND VANGUARD BD INDEX FDS 2.9%
Value ($000) $9,430 Shares 106,891 Est. Cost $84.78 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $8,678 Shares 74,935 Est. Cost $93.81 Unrealized +13.0%
IJR ISHARES TR 2.5%
Value ($000) $8,022 Shares 114,221 Est. Cost $80.78 Unrealized
SCHV SCHWAB STRATEGIC TR 2.4%
Value ($000) $7,655 Shares 146,673 Est. Cost $58.27 Unrealized
DGRO ISHARES TR 2.4%
Value ($000) $7,596 Shares 190,902 Est. Cost $34.33 Unrealized
LVHD LEGG MASON ETF INVT TR 2.2%
Value ($000) $7,168 Shares 241,994 Est. Cost $32.62 Unrealized
MUB ISHARES TR 2.2%
Value ($000) $7,157 Shares 61,739 Est. Cost $113.95 Unrealized
IWF ISHARES TR 2.2%
Value ($000) $6,990 Shares 32,229 Est. Cost $174.35 Unrealized
GSLC GOLDMAN SACHS ETF TR 2.1%
Value ($000) $6,737 Shares 99,004 Est. Cost $64.78 Unrealized
ARKK ARK ETF TR 1.9%
Value ($000) $6,125 Shares 66,571 Est. Cost $54.53 Unrealized
GLD SPDR GOLD TR 1.8%
Value ($000) $5,870 Shares 33,142 Est. Cost $146.70 Unrealized
IWM ISHARES TR 1.8%
Value ($000) $5,838 Shares 38,973 Est. Cost $160.68 Unrealized
IXUS ISHARES TR 1.7%
Value ($000) $5,490 Shares 94,095 Est. Cost $47.01 Unrealized
IWD ISHARES TR 1.6%
Value ($000) $5,212 Shares 44,122 Est. Cost $136.47 Unrealized
IWS ISHARES TR 1.5%
Value ($000) $4,885 Shares 60,425 Est. Cost $93.30 Unrealized
VYM VANGUARD WHITEHALL FDS 1.5%
Value ($000) $4,734 Shares 58,490 Est. Cost $91.09 Unrealized
SHM SPDR SER TR 1.4%
Value ($000) $4,571 Shares 91,656 Est. Cost $49.06 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $4,416 Shares 13,141 Est. Cost $321.33 Unrealized
BAPR INNOVATOR ETFS TR 1.2%
Value ($000) $3,987 Shares 139,563 Est. Cost $24.82 Unrealized
RWO SPDR INDEX SHS FDS 1.2%
Value ($000) $3,745 Shares 94,817 Est. Cost $49.76 Unrealized
IWP ISHARES TR 1.1%
Value ($000) $3,606 Shares 20,857 Est. Cost $150.19 Unrealized
XLP SELECT SECTOR SPDR TR 1.0%
Value ($000) $3,203 Shares 49,974 Est. Cost $56.26 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $3,164 Shares 58,985 Est. Cost $49.27 Unrealized
EFA ISHARES TR 0.9%
Value ($000) $2,807 Shares 44,099 Est. Cost $69.43 Unrealized
IVW ISHARES TR 0.8%
Value ($000) $2,716 Shares 11,753 Est. Cost $193.76 Unrealized
ALLIANZGI EQUITY & CONV INCO 0.8%
Value ($000) $2,707 Shares 111,471 Est. Cost $22.80 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,553 Shares 12,140 Est. Cost $144.30 Unrealized +39.1%
VGT VANGUARD WORLD FDS 0.7%
Value ($000) $2,387 Shares 7,664 Est. Cost $227.14 Unrealized
AIVI WISDOMTREE TR 0.7%
Value ($000) $2,386 Shares 66,329 Est. Cost $37.35 Unrealized
SPTM SPDR SER TR 0.7%
Value ($000) $2,349 Shares 57,438 Est. Cost $37.11 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $2,220 Shares 15,675 Est. Cost $130.49 Unrealized
RGEN REPLIGEN CORP 0.7%
Value ($000) $2,208 Shares 67,866 Est. Cost $86.45 Unrealized +65.3%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,110 Shares 14,173 Est. Cost $114.96 Unrealized +10.5%
IWO ISHARES TR 0.7%
Value ($000) $2,106 Shares 9,509 Est. Cost $207.56 Unrealized
BP BP PLC 0.6%
Value ($000) $2,018 Shares 115,562 Est. Cost $36.30 Unrealized
IYF ISHARES TR 0.6%
Value ($000) $1,981 Shares 17,456 Est. Cost $136.60 Unrealized
TIP ISHARES TR 0.6%
Value ($000) $1,966 Shares 15,539 Est. Cost $124.25 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $1,963 Shares 44,521 Est. Cost $45.00 Unrealized
PIMCO CORPORATE & INCOME OPP 0.6%
Value ($000) $1,901 Shares 117,877 Est. Cost $13.70 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,880 Shares 597 Est. Cost $90.16 Unrealized +74.9%
NUVEEN S&P 500 BUY-WRITE INC 0.6%
Value ($000) $1,873 Shares 166,073 Est. Cost $13.34 Unrealized
EMB ISHARES TR 0.5%
Value ($000) $1,742 Shares 15,713 Est. Cost $111.61 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,703 Shares 28,632 Est. Cost $42.74 Unrealized -0.4%
IWN ISHARES TR 0.5%
Value ($000) $1,700 Shares 17,116 Est. Cost $112.95 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,645 Shares 17,090 Est. Cost $101.53 Unrealized -15.8%
SPYD SPDR SER TR 0.5%
Value ($000) $1,588 Shares 57,962 Est. Cost $27.76 Unrealized
DON WISDOMTREE TR 0.5%
Value ($000) $1,586 Shares 54,830 Est. Cost $35.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,583 Shares 7,434 Est. Cost $216.57 Unrealized -5.5%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,532 Shares 23,374 Est. Cost $60.97 Unrealized -3.6%
T AT&T INC 0.5%
Value ($000) $1,521 Shares 53,346 Est. Cost $18.57 Unrealized -16.2%
DGRS WISDOMTREE TR 0.5%
Value ($000) $1,483 Shares 48,292 Est. Cost $30.71 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $1,419 Shares 7,878 Est. Cost $172.27 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $1,383 Shares 37,951 Est. Cost $37.30 Unrealized
PSK SPDR SER TR 0.4%
Value ($000) $1,303 Shares 29,971 Est. Cost $45.37 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $1,301 Shares 16,489 Est. Cost $62.47 Unrealized -0.7%
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,273 Shares 20,663 Est. Cost $61.61 Unrealized
HYG ISHARES TR 0.4%
Value ($000) $1,269 Shares 15,127 Est. Cost $87.70 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,232 Shares 3,636 Est. Cost $362.97 Unrealized
PFXF VANECK VECTORS ETF TR 0.4%
Value ($000) $1,138 Shares 59,333 Est. Cost $19.80 Unrealized
WPC WP CAREY INC 0.3%
Value ($000) $1,107 Shares 16,989 Est. Cost $66.06 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,107 Shares 9,377 Est. Cost $114.78 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,101 Shares 15,295 Est. Cost $74.05 Unrealized -10.2%
FOCUS FINL PARTNERS INC 0.3%
Value ($000) $1,091 Shares 33,282 Est. Cost $29.47 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,077 Shares 2,811 Est. Cost $324.75 Unrealized +1.3%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,071 Shares 14,286 Est. Cost $59.78 Unrealized -1.5%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,062 Shares 3,170 Est. Cost $322.15 Unrealized
MRK MERCK & CO. INC 0.3%
Value ($000) $1,044 Shares 12,582 Est. Cost $67.16 Unrealized -1.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,021 Shares 25,932 Est. Cost $38.35 Unrealized -3.4%
PSEC PROSPECT CAP CORP 0.3%
Value ($000) $1,020 Shares 202,702 Est. Cost $2.43 Unrealized +5.6%
IJH ISHARES TR 0.3%
Value ($000) $1,017 Shares 5,487 Est. Cost $205.44 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $1,003 Shares 12,303 Est. Cost $100.53 Unrealized
ILCG ISHARES TR 0.3%
Value ($000) $971 Shares 3,630 Est. Cost $220.35 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $966 Shares 6,947 Est. Cost $106.32 Unrealized +9.4%
INTC INTEL CORP 0.3%
Value ($000) $952 Shares 18,375 Est. Cost $49.01 Unrealized -5.1%
MCD MCDONALDS CORP 0.3%
Value ($000) $952 Shares 4,336 Est. Cost $173.24 Unrealized +4.7%
PEP PEPSICO INC 0.3%
Value ($000) $895 Shares 6,456 Est. Cost $112.97 Unrealized +2.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $872 Shares 25,406 Est. Cost $51.03 Unrealized -36.7%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $841 Shares 2,699 Est. Cost $240.57 Unrealized +16.9%
HD HOME DEPOT INC 0.3%
Value ($000) $821 Shares 2,955 Est. Cost $213.05 Unrealized +11.5%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $821 Shares 7,038 Est. Cost $91.70 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $816 Shares 13,665 Est. Cost $50.44 Unrealized +4.6%
PFE PFIZER INC 0.2%
Value ($000) $792 Shares 21,588 Est. Cost $26.71 Unrealized +1.5%
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $792 Shares 15,674 Est. Cost $49.98 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $792 Shares 20,508 Est. Cost $28.30 Unrealized -3.9%
IWV ISHARES TR 0.2%
Value ($000) $729 Shares 3,724 Est. Cost $188.21 Unrealized
V VISA INC 0.2%
Value ($000) $707 Shares 3,536 Est. Cost $173.78 Unrealized +10.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $705 Shares 5,680 Est. Cost $129.65 Unrealized -5.8%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $698 Shares 7,544 Est. Cost $124.59 Unrealized -27.0%
OEF ISHARES TR 0.2%
Value ($000) $679 Shares 4,362 Est. Cost $143.01 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $678 Shares 1,580 Est. Cost $105.11 Unrealized +12.3%
IUSG ISHARES TR 0.2%
Value ($000) $674 Shares 8,421 Est. Cost $67.39 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $655 Shares 4,259 Est. Cost $146.58 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $640 Shares 2 Est. Cost $318723.75 Unrealized -3.7%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $624 Shares 5,768 Est. Cost $115.67 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $594 Shares 6,783 Est. Cost $68.64 Unrealized +11.2%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $576 Shares 10,031 Est. Cost $45.95 Unrealized +5.7%
COHEN & STEERS REIT & PFD &I 0.2%
Value ($000) $565 Shares 27,971 Est. Cost $21.89 Unrealized
BA BOEING CO 0.2%
Value ($000) $561 Shares 3,392 Est. Cost $234.83 Unrealized -27.4%
MGM MGM RESORTS INTERNATIONAL 0.2%
Value ($000) $555 Shares 25,515 Est. Cost $22.83 Unrealized -13.2%
EGBN EAGLE BANCORP INC MD 0.2%
Value ($000) $531 Shares 19,814 Est. Cost $35.08 Unrealized -32.6%
SUN SUNOCO LP/SUNOCO FIN CORP 0.2%
Value ($000) $516 Shares 21,152 Est. Cost $29.43 Unrealized
PREF PRINCIPAL EXCHANGE-TRADED FD 0.2%
Value ($000) $511 Shares 25,438 Est. Cost $20.09 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $510 Shares 11,016 Est. Cost $37.79 Unrealized -0.4%
QCOM QUALCOMM INC 0.2%
Value ($000) $504 Shares 4,286 Est. Cost $95.15 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $500 Shares 2,935 Est. Cost $163.70 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $490 Shares 4,500 Est. Cost $75.30 Unrealized +22.6%
KMX CARMAX INC 0.2%
Value ($000) $486 Shares 5,288 Est. Cost $91.48 Unrealized +9.2%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $478 Shares 8,047 Est. Cost $52.91 Unrealized +11.3%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $468 Shares 2,587 Est. Cost $179.87 Unrealized -9.4%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $466 Shares 56,314 Est. Cost $9.71 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $450 Shares 7,816 Est. Cost $54.61 Unrealized -1.7%
XSOE WISDOMTREE TR 0.1%
Value ($000) $446 Shares 13,251 Est. Cost $30.50 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $444 Shares 820 Est. Cost $8.06 Unrealized +43.9%
USB US BANCORP DEL 0.1%
Value ($000) $430 Shares 11,993 Est. Cost $40.98 Unrealized -29.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $429 Shares 4,997 Est. Cost $74.06 Unrealized -4.4%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $424 Shares 2,841 Est. Cost $123.01 Unrealized +3.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $419 Shares 1,511 Est. Cost $54.73 Unrealized +10.1%
CRM SALESFORCE COM INC 0.1%
Value ($000) $419 Shares 1,667 Est. Cost $157.34 Unrealized +37.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $415 Shares 17,631 Est. Cost $34.02 Unrealized -35.8%
EBIZ GLOBAL X FDS 0.1%
Value ($000) $414 Shares 15,191 Est. Cost $23.63 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $407 Shares 16,877 Est. Cost $27.79 Unrealized -21.5%
GOOG ALPHABET INC 0.1%
Value ($000) $406 Shares 277 Est. Cost $64.24 Unrealized +17.9%
META FACEBOOK INC 0.1%
Value ($000) $403 Shares 1,539 Est. Cost $192.35 Unrealized +33.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $403 Shares 1,451 Est. Cost $213.79 Unrealized
ARKG ARK ETF TR 0.1%
Value ($000) $393 Shares 6,169 Est. Cost $52.20 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $393 Shares 1,548 Est. Cost $183.71 Unrealized +14.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $391 Shares 1,817 Est. Cost $145.09 Unrealized +19.7%
ESGU ISHARES TR 0.1%
Value ($000) $391 Shares 5,130 Est. Cost $69.92 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $384 Shares 1,697 Est. Cost $178.82 Unrealized +18.7%
SHYG ISHARES TR 0.1%
Value ($000) $368 Shares 8,384 Est. Cost $40.98 Unrealized
PENN PENN NATL GAMING INC 0.1%
Value ($000) $364 Shares 5,000 Est. Cost $49.06 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $361 Shares 2,255 Est. Cost $107.55 Unrealized +2.6%
ITOT ISHARES TR 0.1%
Value ($000) $359 Shares 4,755 Est. Cost $72.67 Unrealized
PDEC INNOVATOR ETFS TR 0.1%
Value ($000) $354 Shares 12,797 Est. Cost $25.82 Unrealized
PTNQ PACER FDS TR 0.1%
Value ($000) $350 Shares 7,276 Est. Cost $43.76 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $348 Shares 622 Est. Cost $335.74 Unrealized +79.6%
LMP CAP & INCOME FD INC 0.1%
Value ($000) $347 Shares 34,053 Est. Cost $14.95 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $342 Shares 3,040 Est. Cost $107.98 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $340 Shares 232 Est. Cost $65.47 Unrealized +15.5%
KO COCA COLA CO 0.1%
Value ($000) $327 Shares 6,620 Est. Cost $44.34 Unrealized -8.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $323 Shares 1,509 Est. Cost $162.46 Unrealized +10.7%
UNP UNION PAC CORP 0.1%
Value ($000) $318 Shares 1,614 Est. Cost $164.87 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $309 Shares 3,770 Est. Cost $53.02 Unrealized +40.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $301 Shares 2,473 Est. Cost $99.76 Unrealized -5.9%
WCC WESCO INTL INC 0.1%
Value ($000) $296 Shares 6,725 Est. Cost $41.50 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $293 Shares 5,015 Est. Cost $52.38 Unrealized 0.0%
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value ($000) $289 Shares 17,802 Est. Cost $15.79 Unrealized
UJAN INNOVATOR ETFS TR 0.1%
Value ($000) $288 Shares 10,073 Est. Cost $25.71 Unrealized
IGE ISHARES TR 0.1%
Value ($000) $286 Shares 14,456 Est. Cost $29.88 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $285 Shares 3,222 Est. Cost $71.81 Unrealized -7.1%
WMT WALMART INC 0.1%
Value ($000) $282 Shares 2,019 Est. Cost $41.31 Unrealized 0.0%
IYW ISHARES TR 0.1%
Value ($000) $278 Shares 924 Est. Cost $269.97 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $272 Shares 3,487 Est. Cost $93.08 Unrealized -27.5%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $272 Shares 5,005 Est. Cost $54.35 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $265 Shares 1,231 Est. Cost $200.00 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $265 Shares 31,209 Est. Cost $8.67 Unrealized
POCT INNOVATOR ETFS TR 0.1%
Value ($000) $246 Shares 9,305 Est. Cost $25.20 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $244 Shares 8,727 Est. Cost $27.96 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $242 Shares 1,151 Est. Cost $168.73 Unrealized +12.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $240 Shares 675 Est. Cost $309.06 Unrealized 0.0%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $237 Shares 4,221 Est. Cost $54.26 Unrealized
NUVEEN VIRGINIA QLTY MUNCPL 0.1%
Value ($000) $236 Shares 15,654 Est. Cost $14.49 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $230 Shares 2,494 Est. Cost $132.36 Unrealized -35.2%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $222 Shares 977 Est. Cost $202.20 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.1%
Value ($000) $218 Shares 9,904 Est. Cost $18.18 Unrealized
VOYA ASIA PAC DIVID EQUITY I 0.1%
Value ($000) $213 Shares 26,836 Est. Cost $8.32 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.1%
Value ($000) $213 Shares 12,964 Est. Cost $28.03 Unrealized -36.6%
AGCO AGCO CORP 0.1%
Value ($000) $213 Shares 2,869 Est. Cost $57.13 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $211 Shares 3,000 Est. Cost $48.10 Unrealized 0.0%
FLAHERTY & CRUMRINE DYN PFD 0.1%
Value ($000) $211 Shares 7,717 Est. Cost $27.34 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $210 Shares 1,004 Est. Cost $182.06 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $210 Shares 1,274 Est. Cost $140.69 Unrealized -5.3%
PJUL INNOVATOR ETFS TR 0.1%
Value ($000) $207 Shares 7,486 Est. Cost $26.72 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $207 Shares 1,093 Est. Cost $167.00 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $206 Shares 28,139 Est. Cost $7.89 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $201 Shares 1,930 Est. Cost $86.23 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $194 Shares 13,878 Est. Cost $10.17 Unrealized -15.9%
PAVMED INC 0.1%
Value ($000) $180 Shares 101,200 Est. Cost $2.11 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.1%
Value ($000) $179 Shares 11,010 Est. Cost $16.26 Unrealized
EATON VANCE RISK MNGD DIV EQ 0.0%
Value ($000) $149 Shares 15,578 Est. Cost $9.34 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $148 Shares 13,298 Est. Cost $13.46 Unrealized
LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $144 Shares 14,265 Est. Cost $11.97 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $139 Shares 14,109 Est. Cost $17.60 Unrealized -46.6%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $135 Shares 25,196 Est. Cost $6.92 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $126 Shares 20,242 Est. Cost $10.02 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $123 Shares 12,240 Est. Cost $12.73 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $119 Shares 40,000 Est. Cost $4.49 Unrealized -13.0%
GLADSTONE CAPITAL CORP 0.0%
Value ($000) $77 Shares 10,350 Est. Cost $7.34 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $70 Shares 10,545 Est. Cost $6.29 Unrealized -18.3%
FNKO FUNKO INC 0.0%
Value ($000) $58 Shares 10,000 Est. Cost $5.86 Unrealized 0.0%