Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $231,027 (100.0% shares, 0.0% debt)

Holdings (210)

QQQ INVESCO QQQ TRUST 7.8%
Value ($000) $17,911 Shares 45,020 Est. Cost $364.94 Unrealized
SPY SPDR S&P 500 ETF 5.3%
Value ($000) $12,184 Shares 25,656 Est. Cost $436.23 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 5.2%
Value ($000) $11,983 Shares 141,723 Est. Cost $77.36 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 4.1%
Value ($000) $9,395 Shares 25,859 Est. Cost $349.86 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 2.3%
Value ($000) $5,379 Shares 106,554 Est. Cost $50.72 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.1%
Value ($000) $4,807 Shares 10,078 Est. Cost $439.97 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 1.9%
Value ($000) $4,445 Shares 83,522 Est. Cost $53.55 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 1.9%
Value ($000) $4,350 Shares 214,080 Est. Cost $20.52 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1.8%
Value ($000) $4,203 Shares 55,223 Est. Cost $74.76 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.7%
Value ($000) $3,867 Shares 99,039 Est. Cost $36.50 Unrealized
MSTB LHA MARKET STATE TACTICAL BETA ETF 1.6%
Value ($000) $3,786 Shares 117,441 Est. Cost $31.15 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 1.6%
Value ($000) $3,685 Shares 69,805 Est. Cost $47.66 Unrealized
SE SEA LTD SPONSORD ADS 1.5%
Value ($000) $3,506 Shares 15,670 Est. Cost $260.89 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 1.5%
Value ($000) $3,470 Shares 33,266 Est. Cost $104.24 Unrealized
UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF 1.4%
Value ($000) $3,302 Shares 125,211 Est. Cost $26.37 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.3%
Value ($000) $2,927 Shares 16,834 Est. Cost $153.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 1.2%
Value ($000) $2,873 Shares 5,549 Est. Cost $487.78 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 1.2%
Value ($000) $2,846 Shares 54,958 Est. Cost $49.04 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 1.2%
Value ($000) $2,717 Shares 52,859 Est. Cost $52.57 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 1.1%
Value ($000) $2,601 Shares 47,161 Est. Cost $56.95 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 1.1%
Value ($000) $2,585 Shares 43,229 Est. Cost $59.83 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.1%
Value ($000) $2,522 Shares 22,105 Est. Cost $114.81 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 1.0%
Value ($000) $2,294 Shares 45,899 Est. Cost $50.59 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 1.0%
Value ($000) $2,282 Shares 13,165 Est. Cost $155.85 Unrealized
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $2,267 Shares 6,740 Est. Cost $255.26 Unrealized +22.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.9%
Value ($000) $2,176 Shares 15,445 Est. Cost $128.73 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $2,170 Shares 13,336 Est. Cost $151.97 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.9%
Value ($000) $2,105 Shares 48,916 Est. Cost $42.16 Unrealized
AON AON PLC SHS CL A 0.9%
Value ($000) $2,089 Shares 6,949 Est. Cost $290.95 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.9%
Value ($000) $2,044 Shares 129,316 Est. Cost $16.40 Unrealized +11.9%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.7%
Value ($000) $1,659 Shares 17,094 Est. Cost $91.90 Unrealized
T AT&T INC COM 0.7%
Value ($000) $1,566 Shares 63,666 Est. Cost $16.97 Unrealized -13.6%
AAPL APPLE INC COM 0.7%
Value ($000) $1,521 Shares 8,564 Est. Cost $131.71 Unrealized +17.5%
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $1,470 Shares 4,999 Est. Cost $25.58 Unrealized +7.4%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $1,453 Shares 3,329 Est. Cost $410.54 Unrealized
LOUP INNOVATOR LOUP FRONTIER TECH ETF 0.6%
Value ($000) $1,419 Shares 26,482 Est. Cost $51.76 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.6%
Value ($000) $1,405 Shares 9,652 Est. Cost $135.85 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.6%
Value ($000) $1,391 Shares 20,469 Est. Cost $63.64 Unrealized
ARKK ARK INNOVATION ETF 0.6%
Value ($000) $1,381 Shares 14,604 Est. Cost $117.93 Unrealized
FFTY INNOVATOR IBD 50 ETF 0.6%
Value ($000) $1,303 Shares 28,429 Est. Cost $43.54 Unrealized
XEL XCEL ENERGY INC COM 0.6%
Value ($000) $1,271 Shares 18,768 Est. Cost $59.92 Unrealized -5.1%
CITRIX SYS INC COM 0.5%
Value ($000) $1,266 Shares 13,388 Est. Cost $114.53 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.5%
Value ($000) $1,262 Shares 21,590 Est. Cost $53.95 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.5%
Value ($000) $1,224 Shares 25,580 Est. Cost $48.19 Unrealized
SAFT SAFETY INS GROUP INC COM 0.5%
Value ($000) $1,222 Shares 14,375 Est. Cost $83.16 Unrealized -3.5%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.5%
Value ($000) $1,220 Shares 5,393 Est. Cost $242.09 Unrealized
F FORD MTR CO DEL COM 0.5%
Value ($000) $1,186 Shares 57,119 Est. Cost $10.51 Unrealized +33.2%
VTV VANGUARD VALUE INDEX FUND 0.5%
Value ($000) $1,186 Shares 8,089 Est. Cost $138.74 Unrealized
AMZN AMAZON COM INC COM 0.5%
Value ($000) $1,177 Shares 353 Est. Cost $166.79 Unrealized +2.6%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $1,109 Shares 4,986 Est. Cost $219.84 Unrealized
MELI MERCADOLIBRE INC COM 0.5%
Value ($000) $1,107 Shares 821 Est. Cost $1404.74 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,056 Shares 5,599 Est. Cost $215.88 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,033 Shares 6,523 Est. Cost $142.52 Unrealized +3.7%
VUG VANGUARD GROWTH INDEX FUND 0.4%
Value ($000) $1,023 Shares 3,188 Est. Cost $293.41 Unrealized
KBH KB HOME COM 0.4%
Value ($000) $990 Shares 22,134 Est. Cost $42.76 Unrealized -8.6%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $987 Shares 20,565 Est. Cost $40.38 Unrealized +10.0%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $981 Shares 5,366 Est. Cost $146.06 Unrealized 0.0%
TWLO TWILIO INC CL A 0.4%
Value ($000) $979 Shares 3,718 Est. Cost $350.29 Unrealized -14.6%
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $963 Shares 7,453 Est. Cost $128.36 Unrealized
O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF 0.4%
Value ($000) $956 Shares 25,713 Est. Cost $34.94 Unrealized
DIV GLOBAL X SUPER DIVIDEND U.S. ETF 0.4%
Value ($000) $946 Shares 45,449 Est. Cost $19.84 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.4%
Value ($000) $935 Shares 12,541 Est. Cost $27.67 Unrealized 0.0%
META META PLATFORMS INC CL A 0.4%
Value ($000) $892 Shares 2,651 Est. Cost $324.56 Unrealized +1.6%
FNK FIRST TRUST MID CAP VALUE ALPHADEX FUND 0.4%
Value ($000) $877 Shares 18,607 Est. Cost $47.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $846 Shares 2,831 Est. Cost $279.44 Unrealized +2.5%
DLO DLOCAL LTD CLASS A COM 0.4%
Value ($000) $841 Shares 23,562 Est. Cost $41.22 Unrealized 0.0%
AIR TRANSPORT SERVICES GRP INC COM 0.4%
Value ($000) $823 Shares 28,000 Est. Cost $26.71 Unrealized
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $808 Shares 37,566 Est. Cost $20.67 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $797 Shares 17,585 Est. Cost $45.65 Unrealized
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $783 Shares 17,593 Est. Cost $38.46 Unrealized +6.6%
O'SHARES GLOBAL INTERNET GIANTS ETF 0.3%
Value ($000) $765 Shares 15,542 Est. Cost $55.37 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.3%
Value ($000) $755 Shares 19,160 Est. Cost $39.08 Unrealized
GLBE GLOBAL E ONLINE LTD SHS 0.3%
Value ($000) $745 Shares 11,750 Est. Cost $60.22 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $730 Shares 4,460 Est. Cost $127.26 Unrealized +5.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $726 Shares 18,725 Est. Cost $39.69 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $722 Shares 5,404 Est. Cost $106.49 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.3%
Value ($000) $720 Shares 4,757 Est. Cost $249.80 Unrealized 0.0%
FYT FIRST TRUST SMALL CAP VALUE ALPHADEX FUND 0.3%
Value ($000) $707 Shares 13,323 Est. Cost $53.07 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $697 Shares 16,615 Est. Cost $43.68 Unrealized -1.3%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $696 Shares 2,519 Est. Cost $236.66 Unrealized +3.0%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.3%
Value ($000) $685 Shares 6,070 Est. Cost $113.53 Unrealized
OKTA OKTA INC CL A 0.3%
Value ($000) $675 Shares 3,013 Est. Cost $248.28 Unrealized -4.1%
BP BP PLC SPONSORED ADR 0.3%
Value ($000) $672 Shares 25,236 Est. Cost $25.30 Unrealized
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $660 Shares 479 Est. Cost $149.62 Unrealized -2.3%
SAM BOSTON BEER INC CL A 0.3%
Value ($000) $658 Shares 1,302 Est. Cost $647.61 Unrealized -22.9%
ATHM AUTOHOME INC SP ADS RP CL A 0.3%
Value ($000) $648 Shares 21,992 Est. Cost $59.48 Unrealized
ALTY GLOBAL X ALTERNATIVE INCOME ETF 0.3%
Value ($000) $646 Shares 48,133 Est. Cost $13.55 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $646 Shares 3,156 Est. Cost $219.54 Unrealized +11.0%
AMGN AMGEN INC COM 0.3%
Value ($000) $625 Shares 2,776 Est. Cost $211.16 Unrealized -12.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $619 Shares 12,431 Est. Cost $51.73 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.3%
Value ($000) $617 Shares 2,107 Est. Cost $296.18 Unrealized
BGS B & G FOODS INC NEW COM 0.3%
Value ($000) $602 Shares 19,596 Est. Cost $19.90 Unrealized +2.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $582 Shares 4,898 Est. Cost $208.07 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $578 Shares 9,833 Est. Cost $41.29 Unrealized +20.2%
KELLOGG CO COM 0.2%
Value ($000) $569 Shares 8,826 Est. Cost $51.56 Unrealized -0.9%
BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM 0.2%
Value ($000) $555 Shares 34,073 Est. Cost $18.23 Unrealized
EIX EDISON INTL COM 0.2%
Value ($000) $540 Shares 7,916 Est. Cost $47.17 Unrealized +11.6%
DMAR FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - MARCH 0.2%
Value ($000) $526 Shares 16,478 Est. Cost $31.92 Unrealized
LGH HCM DEFENDER 500 INDEX ETF 0.2%
Value ($000) $524 Shares 11,343 Est. Cost $41.37 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.2%
Value ($000) $518 Shares 10,192 Est. Cost $51.23 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.2%
Value ($000) $507 Shares 13,911 Est. Cost $36.88 Unrealized
SPDR S&P 600 SMALL CAP ETF 0.2%
Value ($000) $503 Shares 5,063 Est. Cost $94.19 Unrealized
HAILIANG ED GROUP INC SPONSORED ADR 0.2%
Value ($000) $488 Shares 38,754 Est. Cost $35.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $485 Shares 9,856 Est. Cost $52.89 Unrealized
PATH UIPATH INC CL A 0.2%
Value ($000) $483 Shares 11,210 Est. Cost $68.49 Unrealized -28.0%
QQH HCM DEFENDER 100 INDEX ETF 0.2%
Value ($000) $477 Shares 8,457 Est. Cost $49.72 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.2%
Value ($000) $467 Shares 3,628 Est. Cost $130.08 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $464 Shares 2,270 Est. Cost $181.26 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $457 Shares 2,268 Est. Cost $227.34 Unrealized -7.1%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $457 Shares 8,795 Est. Cost $43.29 Unrealized -6.7%
FDX FEDEX CORP COM 0.2%
Value ($000) $455 Shares 1,760 Est. Cost $219.91 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $453 Shares 5,290 Est. Cost $86.14 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $443 Shares 1,245 Est. Cost $332.79 Unrealized -7.2%
NEW RELIC INC COM 0.2%
Value ($000) $440 Shares 4,000 Est. Cost $110.00 Unrealized
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 0.2%
Value ($000) $430 Shares 37,293 Est. Cost $13.84 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $430 Shares 2,779 Est. Cost $164.78 Unrealized -4.2%
BURCON NUTRASCIENCE CORP COM 0.2%
Value ($000) $427 Shares 40,453 Est. Cost $10.67 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.2%
Value ($000) $422 Shares 10,175 Est. Cost $44.07 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $421 Shares 8,889 Est. Cost $48.26 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $420 Shares 23,058 Est. Cost $23.13 Unrealized -4.5%
GRITSTONE BIO INC COM 0.2%
Value ($000) $412 Shares 32,000 Est. Cost $12.88 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value ($000) $404 Shares 1,601 Est. Cost $262.36 Unrealized +10.8%
DMLP DORCHESTER MINERALS LP COM UNIT 0.2%
Value ($000) $403 Shares 20,358 Est. Cost $17.08 Unrealized
MQ MARQETA INC CLASS A COM 0.2%
Value ($000) $397 Shares 23,102 Est. Cost $22.37 Unrealized 0.0%
SO SOUTHERN CO COM 0.2%
Value ($000) $394 Shares 5,748 Est. Cost $53.77 Unrealized +1.8%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.2%
Value ($000) $393 Shares 3,206 Est. Cost $122.71 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $391 Shares 2,286 Est. Cost $145.38 Unrealized -0.2%
CREDIT SUISSE GROUP SPONSORED ADR 0.2%
Value ($000) $389 Shares 40,350 Est. Cost $9.86 Unrealized
FMAY FT CBOE VEST U.S. EQUITY BUFFER ETF - MAY 0.2%
Value ($000) $384 Shares 10,029 Est. Cost $38.29 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.2%
Value ($000) $380 Shares 4,483 Est. Cost $85.44 Unrealized
FUBO FUBOTV INC COM 0.2%
Value ($000) $379 Shares 24,414 Est. Cost $27.28 Unrealized -14.1%
FMAR FT CBOE VEST U.S. EQUITY BUFFER ETF - MARCH 0.2%
Value ($000) $379 Shares 11,420 Est. Cost $33.19 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $379 Shares 7,991 Est. Cost $33.97 Unrealized -3.5%
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.2%
Value ($000) $378 Shares 10,333 Est. Cost $36.58 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.2%
Value ($000) $377 Shares 7,998 Est. Cost $42.79 Unrealized
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.2%
Value ($000) $376 Shares 4,000 Est. Cost $94.00 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.2%
Value ($000) $371 Shares 6,617 Est. Cost $56.72 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.2%
Value ($000) $370 Shares 8,455 Est. Cost $54.20 Unrealized -14.4%
FSEP FIRST TR EXCHNG TRADED FD VIII FT CBOE VEST US 0.2%
Value ($000) $369 Shares 10,237 Est. Cost $34.02 Unrealized
FJAN FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY 0.2%
Value ($000) $366 Shares 10,723 Est. Cost $34.13 Unrealized
FNOV FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.2%
Value ($000) $364 Shares 9,337 Est. Cost $38.98 Unrealized
DJUN FT CBOE VEST US EQUITY DEEP BUFFER ETF - JUNE 0.2%
Value ($000) $357 Shares 10,347 Est. Cost $34.50 Unrealized
DSEP FT CBOE VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.2%
Value ($000) $357 Shares 10,769 Est. Cost $33.15 Unrealized
DDEC FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER 0.2%
Value ($000) $356 Shares 10,857 Est. Cost $32.79 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.2%
Value ($000) $348 Shares 7,746 Est. Cost $41.35 Unrealized +8.5%
CHIQ GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $340 Shares 13,108 Est. Cost $31.13 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $333 Shares 2,036 Est. Cost $161.79 Unrealized 0.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $328 Shares 3,017 Est. Cost $109.49 Unrealized
ASH ASHLAND GLOBAL HLDGS INC COM 0.1%
Value ($000) $324 Shares 3,009 Est. Cost $92.92 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $305 Shares 4,980 Est. Cost $50.04 Unrealized +7.7%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $302 Shares 11,329 Est. Cost $26.52 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.1%
Value ($000) $298 Shares 11,865 Est. Cost $25.12 Unrealized
THE BEACHBODY COMPANY INC COM CL A 0.1%
Value ($000) $296 Shares 124,977 Est. Cost $5.75 Unrealized
SOUTH JERSEY INDS INC COM 0.1%
Value ($000) $295 Shares 11,297 Est. Cost $25.34 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $285 Shares 7,290 Est. Cost $39.72 Unrealized -2.0%
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 0.1%
Value ($000) $285 Shares 6,206 Est. Cost $41.93 Unrealized
CRARY CREDIT AGRICOLE S A ADR 0.1%
Value ($000) $283 Shares 40,000 Est. Cost $7.08 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.1%
Value ($000) $281 Shares 12,178 Est. Cost $23.51 Unrealized
SONO SONOS INC COM 0.1%
Value ($000) $280 Shares 9,400 Est. Cost $31.80 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $276 Shares 3,234 Est. Cost $65.17 Unrealized +4.5%
OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR 0.1%
Value ($000) $274 Shares 5,112 Est. Cost $49.51 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $271 Shares 9,031 Est. Cost $24.31 Unrealized +2.6%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $268 Shares 2,867 Est. Cost $77.35 Unrealized 0.0%
VALE VALE S A SPONSORED ADS 0.1%
Value ($000) $261 Shares 18,596 Est. Cost $14.04 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $259 Shares 848 Est. Cost $280.12 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $257 Shares 511 Est. Cost $422.19 Unrealized 0.0%
CCL CARNIVAL CORP COM 0.1%
Value ($000) $256 Shares 12,701 Est. Cost $21.39 Unrealized 0.0%
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $255 Shares 4,924 Est. Cost $70.36 Unrealized -13.8%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $255 Shares 1,485 Est. Cost $157.51 Unrealized
PAMC PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF 0.1%
Value ($000) $254 Shares 7,018 Est. Cost $35.12 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $248 Shares 412 Est. Cost $51.12 Unrealized +25.0%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $246 Shares 6,168 Est. Cost $40.75 Unrealized
CHWY CHEWY INC CL A 0.1%
Value ($000) $244 Shares 4,143 Est. Cost $77.32 Unrealized -15.4%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $243 Shares 1,023 Est. Cost $163.70 Unrealized +19.5%
GRBK GREEN BRICK PARTNERS INC COM 0.1%
Value ($000) $243 Shares 8,000 Est. Cost $26.24 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $240 Shares 4,091 Est. Cost $56.36 Unrealized 0.0%
DISCOVERY INC COM SER C 0.1%
Value ($000) $238 Shares 10,384 Est. Cost $26.82 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $238 Shares 2,555 Est. Cost $73.27 Unrealized +4.1%
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $236 Shares 19,340 Est. Cost $11.27 Unrealized
HAWAIIAN HOLDINGS INC COM 0.1%
Value ($000) $234 Shares 12,750 Est. Cost $21.29 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.1%
Value ($000) $232 Shares 2,745 Est. Cost $81.97 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.1%
Value ($000) $232 Shares 6,443 Est. Cost $36.01 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $231 Shares 4,066 Est. Cost $50.22 Unrealized -10.3%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $230 Shares 1,980 Est. Cost $116.16 Unrealized
IRBTQ IROBOT CORP COM 0.1%
Value ($000) $228 Shares 3,463 Est. Cost $101.66 Unrealized -22.2%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $227 Shares 3,801 Est. Cost $60.09 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $226 Shares 7,831 Est. Cost $28.86 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $226 Shares 1,706 Est. Cost $132.47 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $226 Shares 2,437 Est. Cost $94.42 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $223 Shares 77 Est. Cost $115.92 Unrealized +23.3%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $220 Shares 5,143 Est. Cost $54.30 Unrealized -19.6%
TSLA TESLA INC COM 0.1%
Value ($000) $220 Shares 208 Est. Cost $217.09 Unrealized +54.5%
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.1%
Value ($000) $220 Shares 2,610 Est. Cost $76.52 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $219 Shares 1,232 Est. Cost $137.32 Unrealized -7.3%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.1%
Value ($000) $217 Shares 4,234 Est. Cost $85.57 Unrealized -28.8%
VIACOMCBS INC CL B 0.1%
Value ($000) $213 Shares 7,050 Est. Cost $30.21 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $208 Shares 1,458 Est. Cost $115.26 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $205 Shares 878 Est. Cost $233.49 Unrealized
SYNLOGIC INC COM 0.1%
Value ($000) $202 Shares 83,592 Est. Cost $2.42 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $202 Shares 6,965 Est. Cost $29.61 Unrealized 0.0%
V VISA INC COM CL A 0.1%
Value ($000) $202 Shares 934 Est. Cost $221.09 Unrealized -5.9%
VIPS VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 0.1%
Value ($000) $196 Shares 23,323 Est. Cost $18.19 Unrealized
XL FLEET CORP COM CL A 0.1%
Value ($000) $188 Shares 56,712 Est. Cost $6.68 Unrealized
CION CION INVT CORP COM 0.1%
Value ($000) $157 Shares 12,025 Est. Cost $7.04 Unrealized 0.0%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $101 Shares 10,886 Est. Cost $8.45 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $57 Shares 15,461 Est. Cost $3.61 Unrealized
DOMA HOLDINGS INC COM 0.0%
Value ($000) $51 Shares 10,000 Est. Cost $5.10 Unrealized
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $27 Shares 11,149 Est. Cost $2.51 Unrealized
CLOUDMD SOFTWARE & SVCS INC COM 0.0%
Value ($000) $15 Shares 16,022 Est. Cost $0.94 Unrealized
ZNERGY INC COM 0.0%
Value ($000) $0 Shares 32,000 Est. Cost Unrealized