WealthShield Partners, LLC Diversified Active

CIK: 0001729303 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $373,553 (100.0% shares, 0.0% debt)

Holdings (231)

ESGU ISHARES TR 4.4%
Value ($000) $16,375 Shares 166,311 Est. Cost $78.69 Unrealized
IVV ISHARES TR 4.3%
Value ($000) $15,926 Shares 36,967 Est. Cost $309.90 Unrealized
PTBD PACER FDS TR 3.4%
Value ($000) $12,637 Shares 465,975 Est. Cost $27.11 Unrealized
DGRO ISHARES TR 2.4%
Value ($000) $9,049 Shares 180,101 Est. Cost $39.37 Unrealized
MGK VANGUARD WORLD FD 2.4%
Value ($000) $8,859 Shares 37,722 Est. Cost $234.85 Unrealized
XLK SELECT SECTOR SPDR TR 2.4%
Value ($000) $8,808 Shares 58,986 Est. Cost $127.90 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 2.3%
Value ($000) $8,770 Shares 68,755 Est. Cost $127.55 Unrealized
XLV SELECT SECTOR SPDR TR 2.3%
Value ($000) $8,528 Shares 66,994 Est. Cost $127.29 Unrealized
XHB SPDR SER TR 2.2%
Value ($000) $8,346 Shares 116,305 Est. Cost $71.76 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.9%
Value ($000) $7,077 Shares 47,237 Est. Cost $120.74 Unrealized
EFV ISHARES TR 1.9%
Value ($000) $6,959 Shares 136,851 Est. Cost $51.07 Unrealized
EFG ISHARES TR 1.8%
Value ($000) $6,858 Shares 64,413 Est. Cost $91.31 Unrealized
PWS PACER FDS TR 1.7%
Value ($000) $6,377 Shares 200,110 Est. Cost $26.27 Unrealized
IUSB ISHARES TR 1.7%
Value ($000) $6,316 Shares 118,637 Est. Cost $53.08 Unrealized
MGV VANGUARD WORLD FD 1.7%
Value ($000) $6,243 Shares 63,760 Est. Cost $97.91 Unrealized
FALN ISHARES TR 1.6%
Value ($000) $6,030 Shares 200,246 Est. Cost $29.79 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $5,655 Shares 55,552 Est. Cost $99.45 Unrealized
MUB ISHARES TR 1.5%
Value ($000) $5,457 Shares 46,970 Est. Cost $116.02 Unrealized
VB VANGUARD INDEX FDS 1.4%
Value ($000) $5,281 Shares 24,152 Est. Cost $191.13 Unrealized
GOVT ISHARES TR 1.4%
Value ($000) $5,128 Shares 193,266 Est. Cost $26.84 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value ($000) $4,847 Shares 31,554 Est. Cost $121.24 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,738 Shares 16,807 Est. Cost $170.08 Unrealized +65.1%
IJR ISHARES TR 1.2%
Value ($000) $4,513 Shares 41,329 Est. Cost $89.25 Unrealized
NOBL PROSHARES TR 1.2%
Value ($000) $4,368 Shares 49,327 Est. Cost $68.91 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $4,290 Shares 30,319 Est. Cost $102.54 Unrealized +40.3%
VBR VANGUARD INDEX FDS 1.1%
Value ($000) $4,131 Shares 24,401 Est. Cost $140.18 Unrealized
VLUE ISHARES TR 1.0%
Value ($000) $3,910 Shares 38,835 Est. Cost $83.65 Unrealized
AGG ISHARES TR 1.0%
Value ($000) $3,873 Shares 33,727 Est. Cost $114.71 Unrealized
SPAB SPDR SER TR 1.0%
Value ($000) $3,648 Shares 122,220 Est. Cost $28.99 Unrealized
ESGE ISHARES INC 1.0%
Value ($000) $3,602 Shares 86,929 Est. Cost $36.89 Unrealized
REMX VANECK ETF TRUST 1.0%
Value ($000) $3,569 Shares 34,575 Est. Cost $90.22 Unrealized
VBND ETF SER SOLUTIONS 1.0%
Value ($000) $3,567 Shares 69,368 Est. Cost $50.38 Unrealized
IUSG ISHARES TR 0.9%
Value ($000) $3,336 Shares 32,575 Est. Cost $63.81 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $3,318 Shares 1,241 Est. Cost $83.41 Unrealized +61.9%
AMZN AMAZON COM INC 0.9%
Value ($000) $3,252 Shares 990 Est. Cost $123.00 Unrealized +40.2%
ISTB ISHARES TR 0.9%
Value ($000) $3,222 Shares 63,099 Est. Cost $50.97 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $3,171 Shares 10,931 Est. Cost $266.19 Unrealized
IXN ISHARES TR 0.8%
Value ($000) $2,885 Shares 50,921 Est. Cost $81.91 Unrealized
MTUM ISHARES TR 0.7%
Value ($000) $2,643 Shares 15,050 Est. Cost $161.22 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $2,469 Shares 33,258 Est. Cost $71.58 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $2,373 Shares 17,530 Est. Cost $117.18 Unrealized
TIP ISHARES TR 0.6%
Value ($000) $2,341 Shares 18,338 Est. Cost $127.41 Unrealized
IGSB ISHARES TR 0.6%
Value ($000) $2,320 Shares 42,448 Est. Cost $55.62 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $2,299 Shares 26,677 Est. Cost $86.49 Unrealized
JPM JPMORGAN CHASE CO 0.6%
Value ($000) $2,235 Shares 13,649 Est. Cost $99.34 Unrealized +41.2%
IXG ISHARES TR 0.6%
Value ($000) $2,115 Shares 26,955 Est. Cost $77.62 Unrealized
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $2,078 Shares 21,295 Est. Cost $71.71 Unrealized +21.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,050 Shares 8,690 Est. Cost $236.56 Unrealized
PTLC PACER FDS TR 0.5%
Value ($000) $1,934 Shares 51,271 Est. Cost $30.35 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $1,862 Shares 34,220 Est. Cost $41.27 Unrealized +19.3%
V VISA INC 0.5%
Value ($000) $1,826 Shares 8,198 Est. Cost $194.83 Unrealized +16.5%
SUB ISHARES TR 0.5%
Value ($000) $1,825 Shares 16,967 Est. Cost $107.36 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $1,806 Shares 30,787 Est. Cost $40.24 Unrealized +12.1%
TIVITY HEALTH INC 0.5%
Value ($000) $1,748 Shares 75,810 Est. Cost $23.06 Unrealized
COMT ISHARES U S ETF TR 0.5%
Value ($000) $1,721 Shares 48,035 Est. Cost $34.50 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,654 Shares 5,039 Est. Cost $229.02 Unrealized +28.6%
CRM SALESFORCE COM INC 0.4%
Value ($000) $1,653 Shares 6,095 Est. Cost $196.05 Unrealized +28.0%
IYE ISHARES TR 0.4%
Value ($000) $1,617 Shares 57,223 Est. Cost $26.63 Unrealized
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $1,560 Shares 11,158 Est. Cost $116.11 Unrealized
ANGL VANECK ETF TRUST 0.4%
Value ($000) $1,556 Shares 47,090 Est. Cost $32.14 Unrealized
SPY SPDR SP 500 ETF TR 0.4%
Value ($000) $1,434 Shares 3,344 Est. Cost $316.14 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,431 Shares 3,663 Est. Cost $291.23 Unrealized +32.1%
MBB ISHARES TR 0.4%
Value ($000) $1,371 Shares 12,676 Est. Cost $109.67 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,359 Shares 6,559 Est. Cost $18.14 Unrealized +14.2%
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $1,334 Shares 5,643 Est. Cost $236.40 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,256 Shares 2,590 Est. Cost $31.87 Unrealized +39.5%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,240 Shares 33,045 Est. Cost $35.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,202 Shares 4,404 Est. Cost $208.42 Unrealized +34.8%
IVW ISHARES TR 0.3%
Value ($000) $1,196 Shares 16,182 Est. Cost $79.97 Unrealized
VY GLOBAL GROWTH 0.3%
Value ($000) $1,195 Shares 121,767 Est. Cost $9.91 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,193 Shares 14,468 Est. Cost $82.54 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,142 Shares 6,614 Est. Cost $115.80 Unrealized +57.1%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $1,121 Shares 9,900 Est. Cost $113.24 Unrealized +0.8%
QUAL ISHARES TR 0.3%
Value ($000) $1,099 Shares 8,339 Est. Cost $104.06 Unrealized
KRANESHARES TR 0.3%
Value ($000) $1,099 Shares 34,121 Est. Cost $27.63 Unrealized
NOG NORTHERN OIL AND GAS INC MN 0.3%
Value ($000) $1,076 Shares 50,273 Est. Cost $17.47 Unrealized 0.0%
DBO INVESCO DB MULTI-SECTOR COMM 0.3%
Value ($000) $1,072 Shares 78,111 Est. Cost $10.52 Unrealized
ICF ISHARES TR 0.3%
Value ($000) $1,068 Shares 16,328 Est. Cost $64.55 Unrealized
GCC WISDOMTREE TR 0.3%
Value ($000) $1,045 Shares 46,880 Est. Cost $22.29 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,042 Shares 3,070 Est. Cost $264.84 Unrealized +35.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value ($000) $1,023 Shares 6,230 Est. Cost $128.83 Unrealized +30.3%
CSX CSX CORP 0.3%
Value ($000) $998 Shares 33,567 Est. Cost $27.57 Unrealized +9.3%
GOOG ALPHABET INC 0.3%
Value ($000) $981 Shares 368 Est. Cost $72.73 Unrealized +88.2%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $980 Shares 4,412 Est. Cost $169.70 Unrealized
DBE INVESCO DB MULTI-SECTOR COMM 0.3%
Value ($000) $975 Shares 57,542 Est. Cost $16.94 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $972 Shares 18,001 Est. Cost $42.29 Unrealized +0.1%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $966 Shares 4,034 Est. Cost $177.72 Unrealized +42.0%
EEM ISHARES TR 0.3%
Value ($000) $955 Shares 18,947 Est. Cost $54.60 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $949 Shares 11,103 Est. Cost $85.89 Unrealized
EQIX EQUINIX INC 0.2%
Value ($000) $918 Shares 1,162 Est. Cost $678.71 Unrealized +12.3%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $908 Shares 4,635 Est. Cost $137.77 Unrealized +39.0%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $890 Shares 3,830 Est. Cost $159.70 Unrealized +37.8%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $889 Shares 1,992 Est. Cost $433.78 Unrealized +7.5%
TJX TJX COS INC NEW 0.2%
Value ($000) $853 Shares 12,923 Est. Cost $54.46 Unrealized +20.2%
IWF ISHARES TR 0.2%
Value ($000) $851 Shares 3,106 Est. Cost $150.62 Unrealized
PIONEER NAT RES CO 0.2%
Value ($000) $850 Shares 5,105 Est. Cost $141.56 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $840 Shares 7,316 Est. Cost $100.13 Unrealized +11.9%
IVOL KRANESHARES TR 0.2%
Value ($000) $837 Shares 30,028 Est. Cost $27.71 Unrealized
MRK MERCK CO INC 0.2%
Value ($000) $829 Shares 11,038 Est. Cost $61.93 Unrealized +6.8%
WMT WALMART INC 0.2%
Value ($000) $826 Shares 5,924 Est. Cost $35.13 Unrealized +29.4%
IHS MARKIT LTD 0.2%
Value ($000) $826 Shares 7,077 Est. Cost $90.73 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $809 Shares 16,029 Est. Cost $47.49 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $780 Shares 13,940 Est. Cost $49.22 Unrealized +4.4%
CME CME GROUP INC 0.2%
Value ($000) $742 Shares 3,839 Est. Cost $152.48 Unrealized +11.0%
IEMG ISHARES INC 0.2%
Value ($000) $730 Shares 11,809 Est. Cost $60.12 Unrealized
KRANESHARES TR 0.2%
Value ($000) $706 Shares 32,971 Est. Cost $21.44 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $704 Shares 11,013 Est. Cost $63.92 Unrealized
JNJ JOHNSON JOHNSON 0.2%
Value ($000) $698 Shares 4,327 Est. Cost $130.32 Unrealized +15.3%
ALL ALLSTATE CORP 0.2%
Value ($000) $694 Shares 5,451 Est. Cost $87.69 Unrealized +35.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $691 Shares 5,513 Est. Cost $88.25 Unrealized +28.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $682 Shares 2,827 Est. Cost $158.37 Unrealized +36.3%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $676 Shares 2,254 Est. Cost $200.21 Unrealized +52.5%
CB CHUBB LIMITED 0.2%
Value ($000) $676 Shares 3,898 Est. Cost $142.09 Unrealized +16.1%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $673 Shares 1,879 Est. Cost $357.66 Unrealized
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $669 Shares 13,683 Est. Cost $27.02 Unrealized +62.7%
ETN EATON CORP PLC 0.2%
Value ($000) $651 Shares 4,362 Est. Cost $104.48 Unrealized +42.8%
BA BOEING CO 0.2%
Value ($000) $643 Shares 2,924 Est. Cost $236.54 Unrealized -5.7%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $639 Shares 6,279 Est. Cost $86.97 Unrealized
ILTB ISHARES TR 0.2%
Value ($000) $634 Shares 8,859 Est. Cost $71.57 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $632 Shares 4,380 Est. Cost $147.55 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $630 Shares 11,504 Est. Cost $54.32 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $612 Shares 4,376 Est. Cost $94.61 Unrealized +34.5%
UNP UNION PAC CORP 0.2%
Value ($000) $608 Shares 3,099 Est. Cost $166.88 Unrealized +17.0%
AGZ ISHARES TR 0.2%
Value ($000) $605 Shares 5,102 Est. Cost $117.95 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $600 Shares 16,915 Est. Cost $21.58 Unrealized +4.3%
HYG ISHARES TR 0.2%
Value ($000) $596 Shares 6,814 Est. Cost $87.10 Unrealized
PAVE GLOBAL X FDS 0.2%
Value ($000) $585 Shares 23,042 Est. Cost $25.62 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $578 Shares 1,465 Est. Cost $341.34 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $572 Shares 13,482 Est. Cost $21.35 Unrealized +69.0%
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $572 Shares 8,469 Est. Cost $67.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $561 Shares 4,035 Est. Cost $97.47 Unrealized +15.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $546 Shares 10,794 Est. Cost $51.50 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $531 Shares 14,595 Est. Cost $28.24 Unrealized +23.8%
APD AIR PRODS CHEMS INC 0.1%
Value ($000) $525 Shares 2,049 Est. Cost $200.44 Unrealized +23.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $520 Shares 7,326 Est. Cost $62.98 Unrealized +16.3%
KO COCA COLA CO 0.1%
Value ($000) $520 Shares 9,899 Est. Cost $39.81 Unrealized +22.6%
IJH ISHARES TR 0.1%
Value ($000) $519 Shares 1,970 Est. Cost $220.56 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $519 Shares 4,028 Est. Cost $69.55 Unrealized +85.2%
NKE NIKE INC 0.1%
Value ($000) $519 Shares 3,574 Est. Cost $91.01 Unrealized +67.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $509 Shares 8,650 Est. Cost $44.23 Unrealized +9.5%
T ATT INC 0.1%
Value ($000) $505 Shares 18,664 Est. Cost $16.39 Unrealized -1.9%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $502 Shares 6,191 Est. Cost $81.09 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $496 Shares 9,305 Est. Cost $53.39 Unrealized
SPLUNK INC 0.1%
Value ($000) $493 Shares 3,406 Est. Cost $144.56 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $491 Shares 2,453 Est. Cost $195.64 Unrealized +2.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $490 Shares 9,797 Est. Cost $49.68 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $488 Shares 2,223 Est. Cost $248.78 Unrealized -0.3%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $487 Shares 7,980 Est. Cost $63.34 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $482 Shares 2,847 Est. Cost $111.12 Unrealized +56.7%
LQD ISHARES TR 0.1%
Value ($000) $472 Shares 3,549 Est. Cost $136.42 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $464 Shares 7,073 Est. Cost $65.60 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $448 Shares 7,144 Est. Cost $111.58 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $435 Shares 1,665 Est. Cost $341.94 Unrealized -1.4%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $435 Shares 2,171 Est. Cost $163.77 Unrealized
FORWARD AIR CORP 0.1%
Value ($000) $432 Shares 5,207 Est. Cost $82.97 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $427 Shares 1,568 Est. Cost $272.32 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $422 Shares 544 Est. Cost $167.21 Unrealized +40.8%
FLOT ISHARES TR 0.1%
Value ($000) $420 Shares 8,257 Est. Cost $50.81 Unrealized
SPGI SP GLOBAL INC 0.1%
Value ($000) $420 Shares 987 Est. Cost $209.64 Unrealized +99.3%
LASR NLIGHT INC 0.1%
Value ($000) $406 Shares 14,397 Est. Cost $29.76 Unrealized 0.0%
BBY BEST BUY INC 0.1%
Value ($000) $405 Shares 3,836 Est. Cost $87.03 Unrealized +5.7%
FSS FEDERAL SIGNAL CORP 0.1%
Value ($000) $403 Shares 10,436 Est. Cost $38.16 Unrealized 0.0%
SATS ECHOSTAR CORP 0.1%
Value ($000) $403 Shares 15,792 Est. Cost $24.67 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $399 Shares 2,639 Est. Cost $127.55 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $397 Shares 2,710 Est. Cost $122.68 Unrealized +15.5%
PSTG PURE STORAGE INC 0.1%
Value ($000) $397 Shares 15,760 Est. Cost $22.08 Unrealized 0.0%
EMB ISHARES TR 0.1%
Value ($000) $394 Shares 3,578 Est. Cost $113.32 Unrealized
AVALARA INC 0.1%
Value ($000) $387 Shares 2,214 Est. Cost $150.79 Unrealized
KBH KB HOME 0.1%
Value ($000) $384 Shares 9,859 Est. Cost $38.63 Unrealized 0.0%
IIIV I3 VERTICALS INC 0.1%
Value ($000) $375 Shares 15,503 Est. Cost $28.86 Unrealized 0.0%
M D C HLDGS INC 0.1%
Value ($000) $374 Shares 7,996 Est. Cost $46.77 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $374 Shares 6,976 Est. Cost $54.90 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $373 Shares 5,080 Est. Cost $66.57 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $368 Shares 4,316 Est. Cost $52.57 Unrealized
RWT REDWOOD TR INC 0.1%
Value ($000) $365 Shares 28,328 Est. Cost $12.88 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $360 Shares 6,012 Est. Cost $59.92 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $353 Shares 5,717 Est. Cost $47.08 Unrealized +10.0%
AADR ADVISORSHARES TR 0.1%
Value ($000) $352 Shares 5,534 Est. Cost $58.46 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $342 Shares 1,874 Est. Cost $89.76 Unrealized +81.3%
KRANESHARES TR 0.1%
Value ($000) $341 Shares 12,504 Est. Cost $24.92 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $341 Shares 6,633 Est. Cost $49.54 Unrealized -5.1%
CDL VICTORY PORTFOLIOS II 0.1%
Value ($000) $329 Shares 5,776 Est. Cost $55.45 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $327 Shares 3,034 Est. Cost $72.11 Unrealized +34.8%
GLOBAL X FDS 0.1%
Value ($000) $326 Shares 24,671 Est. Cost $14.15 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $319 Shares 4,536 Est. Cost $70.33 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $318 Shares 5,974 Est. Cost $49.71 Unrealized +0.2%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $308 Shares 911 Est. Cost $338.09 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $308 Shares 1,877 Est. Cost $164.09 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $307 Shares 3,903 Est. Cost $62.68 Unrealized +14.6%
LAM RESEARCH CORP 0.1%
Value ($000) $299 Shares 526 Est. Cost $617.79 Unrealized
IMTB ISHARES TR 0.1%
Value ($000) $293 Shares 5,730 Est. Cost $51.13 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $291 Shares 8,863 Est. Cost $32.54 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $279 Shares 2,362 Est. Cost $82.43 Unrealized +37.7%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $279 Shares 5,144 Est. Cost $55.44 Unrealized
NMM NAVIOS MARITIME PARTNERS L P 0.1%
Value ($000) $275 Shares 8,504 Est. Cost $32.34 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $274 Shares 4,681 Est. Cost $57.63 Unrealized 0.0%
CUE CUE BIOPHARMA INC 0.1%
Value ($000) $271 Shares 18,621 Est. Cost $12.36 Unrealized -5.9%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $269 Shares 3,806 Est. Cost $70.37 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $264 Shares 5,787 Est. Cost $46.00 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $261 Shares 1,139 Est. Cost $214.84 Unrealized +2.4%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $260 Shares 11,761 Est. Cost $22.11 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $249 Shares 3,403 Est. Cost $30.34 Unrealized +16.1%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $249 Shares 16,353 Est. Cost $14.73 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.1%
Value ($000) $248 Shares 1,775 Est. Cost $115.52 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $247 Shares 5,742 Est. Cost $27.55 Unrealized +29.5%
RY ROYAL BK CDA 0.1%
Value ($000) $245 Shares 2,474 Est. Cost $64.03 Unrealized +59.1%
ITOT ISHARES TR 0.1%
Value ($000) $245 Shares 2,492 Est. Cost $85.67 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $240 Shares 1,595 Est. Cost $97.81 Unrealized +38.0%
SHM SPDR SER TR 0.1%
Value ($000) $239 Shares 4,832 Est. Cost $49.35 Unrealized
INMD INMODE LTD 0.1%
Value ($000) $237 Shares 1,486 Est. Cost $61.03 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $237 Shares 2,032 Est. Cost $65.05 Unrealized +54.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $234 Shares 406 Est. Cost $494.64 Unrealized +27.2%
TFI SPDR SER TR 0.1%
Value ($000) $232 Shares 4,488 Est. Cost $13.12 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $232 Shares 2,459 Est. Cost $94.35 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $229 Shares 1,933 Est. Cost $107.19 Unrealized
AMBA AMBARELLA INC 0.1%
Value ($000) $224 Shares 1,440 Est. Cost $114.96 Unrealized 0.0%
SMB VANECK ETF TRUST 0.1%
Value ($000) $224 Shares 12,465 Est. Cost $17.97 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $222 Shares 928 Est. Cost $204.73 Unrealized +14.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $221 Shares 2,331 Est. Cost $57.83 Unrealized +40.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $219 Shares 4,811 Est. Cost $27.24 Unrealized +24.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $215 Shares 2,126 Est. Cost $71.80 Unrealized +16.0%
SPYG SPDR SER TR 0.1%
Value ($000) $214 Shares 3,343 Est. Cost $39.25 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $213 Shares 1,856 Est. Cost $115.46 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $212 Shares 9,770 Est. Cost $19.31 Unrealized -2.6%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $212 Shares 4,781 Est. Cost $43.32 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $207 Shares 5,322 Est. Cost $37.44 Unrealized
BSY BENTLEY SYS INC 0.1%
Value ($000) $201 Shares 3,308 Est. Cost $62.60 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $201 Shares 449 Est. Cost $337.20 Unrealized +24.0%
APTOSE BIOSCIENCES INC 0.0%
Value ($000) $162 Shares 74,512 Est. Cost $2.80 Unrealized
GBS INC 0.0%
Value ($000) $124 Shares 49,147 Est. Cost $3.95 Unrealized
GGRP GLIMPSE GROUP INC 0.0%
Value ($000) $109 Shares 15,000 Est. Cost $9.11 Unrealized 0.0%