Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 3, 2022

Total Value ($000): $231,014 (100.0% shares, 0.0% debt)

Holdings (199)

QQQ INVESCO QQQ TRUST 6.5%
Value ($000) $15,119 Shares 41,704 Est. Cost $364.94 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 6.2%
Value ($000) $14,284 Shares 182,659 Est. Cost $77.55 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 4.9%
Value ($000) $11,278 Shares 32,516 Est. Cost $349.24 Unrealized
SPY SPDR S&P 500 ETF 4.5%
Value ($000) $10,492 Shares 23,231 Est. Cost $436.23 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 2.5%
Value ($000) $5,724 Shares 300,929 Est. Cost $20.09 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 2.4%
Value ($000) $5,482 Shares 111,887 Est. Cost $49.02 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 2.3%
Value ($000) $5,340 Shares 107,701 Est. Cost $52.66 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 2.3%
Value ($000) $5,244 Shares 88,051 Est. Cost $59.69 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.8%
Value ($000) $4,270 Shares 9,412 Est. Cost $439.97 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1.7%
Value ($000) $4,034 Shares 53,997 Est. Cost $74.76 Unrealized
UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF 1.7%
Value ($000) $3,948 Shares 154,622 Est. Cost $26.21 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 1.6%
Value ($000) $3,770 Shares 77,012 Est. Cost $49.93 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.6%
Value ($000) $3,718 Shares 97,030 Est. Cost $36.50 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.5%
Value ($000) $3,450 Shares 21,878 Est. Cost $154.20 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.5%
Value ($000) $3,367 Shares 66,976 Est. Cost $50.72 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 1.3%
Value ($000) $3,105 Shares 34,300 Est. Cost $103.83 Unrealized
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $2,992 Shares 9,706 Est. Cost $266.30 Unrealized +9.4%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 1.2%
Value ($000) $2,882 Shares 68,133 Est. Cost $42.20 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 1.0%
Value ($000) $2,399 Shares 94,670 Est. Cost $25.31 Unrealized
AON AON PLC SHS CL A 1.0%
Value ($000) $2,263 Shares 6,949 Est. Cost $290.95 Unrealized -2.8%
COWZ PACER US CASH COWS 100 ETF 1.0%
Value ($000) $2,225 Shares 44,695 Est. Cost $48.53 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.9%
Value ($000) $2,188 Shares 13,774 Est. Cost $155.98 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.9%
Value ($000) $2,110 Shares 7,821 Est. Cost $269.79 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.9%
Value ($000) $2,018 Shares 41,772 Est. Cost $48.31 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.8%
Value ($000) $1,906 Shares 14,628 Est. Cost $130.30 Unrealized
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $1,771 Shares 6,491 Est. Cost $25.45 Unrealized -1.6%
IVW ISHARES S&P 500 GROWTH ETF 0.7%
Value ($000) $1,695 Shares 22,190 Est. Cost $76.39 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.7%
Value ($000) $1,693 Shares 16,849 Est. Cost $100.48 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.7%
Value ($000) $1,662 Shares 12,133 Est. Cost $128.73 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $1,626 Shares 12,080 Est. Cost $135.60 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.7%
Value ($000) $1,594 Shares 7,647 Est. Cost $208.45 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.7%
Value ($000) $1,514 Shares 27,235 Est. Cost $54.29 Unrealized
DNOV FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 0.7%
Value ($000) $1,508 Shares 43,530 Est. Cost $34.64 Unrealized
FNK FIRST TRUST MID CAP VALUE ALPHADEX FUND 0.6%
Value ($000) $1,489 Shares 31,942 Est. Cost $46.92 Unrealized
MMM 3M CO COM 0.6%
Value ($000) $1,488 Shares 9,997 Est. Cost $117.40 Unrealized -2.4%
SOFI SOFI TECHNOLOGIES INC COM 0.6%
Value ($000) $1,453 Shares 153,785 Est. Cost $15.62 Unrealized -26.5%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.6%
Value ($000) $1,452 Shares 15,859 Est. Cost $91.90 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,382 Shares 18,559 Est. Cost $74.47 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,249 Shares 5,619 Est. Cost $284.22 Unrealized -12.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $1,240 Shares 2,099 Est. Cost $568.16 Unrealized 0.0%
F FORD MTR CO DEL COM 0.5%
Value ($000) $1,213 Shares 71,719 Est. Cost $11.33 Unrealized +28.4%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.5%
Value ($000) $1,190 Shares 27,067 Est. Cost $45.06 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.5%
Value ($000) $1,184 Shares 8,009 Est. Cost $138.74 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.5%
Value ($000) $1,161 Shares 21,854 Est. Cost $47.66 Unrealized
AAPL APPLE INC COM 0.5%
Value ($000) $1,149 Shares 6,581 Est. Cost $131.71 Unrealized +25.2%
LOUP INNOVATOR LOUP FRONTIER TECH ETF 0.5%
Value ($000) $1,140 Shares 24,807 Est. Cost $51.76 Unrealized
NFLX NETFLIX INC COM 0.5%
Value ($000) $1,128 Shares 3,012 Est. Cost $42.93 Unrealized -3.0%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $1,082 Shares 332 Est. Cost $166.79 Unrealized -7.4%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,079 Shares 9,327 Est. Cost $182.66 Unrealized -27.3%
ALTY GLOBAL X ALTERNATIVE INCOME ETF 0.5%
Value ($000) $1,071 Shares 82,207 Est. Cost $13.33 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.4%
Value ($000) $1,036 Shares 22,634 Est. Cost $48.19 Unrealized
FYT FIRST TRUST SMALL CAP VALUE ALPHADEX FUND 0.4%
Value ($000) $1,031 Shares 20,188 Est. Cost $52.39 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.4%
Value ($000) $1,027 Shares 2,253 Est. Cost $481.10 Unrealized 0.0%
BGS B & G FOODS INC NEW COM 0.4%
Value ($000) $996 Shares 36,900 Est. Cost $20.11 Unrealized +1.2%
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $987 Shares 7,925 Est. Cost $128.13 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $981 Shares 7,197 Est. Cost $141.69 Unrealized -5.7%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.4%
Value ($000) $972 Shares 5,174 Est. Cost $242.09 Unrealized
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $969 Shares 2,334 Est. Cost $410.54 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.4%
Value ($000) $909 Shares 24,662 Est. Cost $38.58 Unrealized
DIV GLOBAL X SUPER DIVIDEND U.S. ETF 0.4%
Value ($000) $904 Shares 42,834 Est. Cost $19.84 Unrealized
O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF 0.4%
Value ($000) $901 Shares 25,836 Est. Cost $34.94 Unrealized
EIX EDISON INTL COM 0.4%
Value ($000) $898 Shares 12,816 Est. Cost $49.62 Unrealized +8.0%
FFTY INNOVATOR IBD 50 ETF 0.4%
Value ($000) $889 Shares 22,744 Est. Cost $43.54 Unrealized
BUFG FT CBOE VEST BUFFERED ALLOCATION GROWTH ETF 0.4%
Value ($000) $882 Shares 44,459 Est. Cost $19.84 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.4%
Value ($000) $872 Shares 15,836 Est. Cost $55.06 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $854 Shares 7,814 Est. Cost $119.38 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $840 Shares 2,381 Est. Cost $279.44 Unrealized +15.8%
SNOW SNOWFLAKE INC CL A 0.4%
Value ($000) $835 Shares 3,644 Est. Cost $258.49 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $801 Shares 1,185 Est. Cost $109.39 Unrealized -24.9%
SE SEA LTD SPONSORD ADS 0.3%
Value ($000) $794 Shares 6,631 Est. Cost $260.89 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $775 Shares 4,547 Est. Cost $148.65 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $748 Shares 4,895 Est. Cost $128.58 Unrealized +10.5%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.3%
Value ($000) $737 Shares 20,239 Est. Cost $36.41 Unrealized
UPST UPSTART HLDGS INC COM 0.3%
Value ($000) $730 Shares 6,694 Est. Cost $210.85 Unrealized -45.4%
VUG VANGUARD GROWTH INDEX FUND 0.3%
Value ($000) $726 Shares 2,526 Est. Cost $293.41 Unrealized
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $724 Shares 609 Est. Cost $1404.74 Unrealized -22.5%
TWLO TWILIO INC CL A 0.3%
Value ($000) $722 Shares 4,378 Est. Cost $324.95 Unrealized -43.9%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.3%
Value ($000) $716 Shares 6,871 Est. Cost $112.44 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $704 Shares 5,226 Est. Cost $131.94 Unrealized 0.0%
MRNA MODERNA INC COM 0.3%
Value ($000) $692 Shares 4,020 Est. Cost $168.36 Unrealized 0.0%
BUFR FT CBOE VEST FUND OF BUFFER ETFS 0.3%
Value ($000) $691 Shares 29,085 Est. Cost $23.76 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $690 Shares 19,332 Est. Cost $42.60 Unrealized -15.6%
OKTA OKTA INC CL A 0.3%
Value ($000) $690 Shares 4,571 Est. Cost $224.75 Unrealized -20.2%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $688 Shares 14,204 Est. Cost $40.38 Unrealized +20.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.3%
Value ($000) $679 Shares 19,816 Est. Cost $36.10 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.3%
Value ($000) $677 Shares 12,272 Est. Cost $27.67 Unrealized -35.1%
MBB ISHARES MBS ETF 0.3%
Value ($000) $669 Shares 6,564 Est. Cost $101.92 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.3%
Value ($000) $664 Shares 16,775 Est. Cost $38.68 Unrealized -2.1%
INTC INTEL CORP COM 0.3%
Value ($000) $661 Shares 13,341 Est. Cost $46.18 Unrealized 0.0%
HAWAIIAN HOLDINGS INC COM 0.3%
Value ($000) $655 Shares 33,250 Est. Cost $20.31 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.3%
Value ($000) $653 Shares 6,224 Est. Cost $104.92 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value ($000) $652 Shares 47,462 Est. Cost $18.09 Unrealized -26.3%
T AT&T INC COM 0.3%
Value ($000) $650 Shares 27,503 Est. Cost $16.97 Unrealized -12.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.3%
Value ($000) $648 Shares 29,620 Est. Cost $20.43 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.3%
Value ($000) $637 Shares 56,555 Est. Cost $10.77 Unrealized 0.0%
BLACKROCK INC COM 0.3%
Value ($000) $631 Shares 825 Est. Cost $764.85 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.3%
Value ($000) $628 Shares 30,148 Est. Cost $20.83 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $620 Shares 1,838 Est. Cost $318.52 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $616 Shares 6,301 Est. Cost $97.76 Unrealized
INTU INTUIT COM 0.3%
Value ($000) $603 Shares 1,254 Est. Cost $499.50 Unrealized 0.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.3%
Value ($000) $598 Shares 15,481 Est. Cost $42.21 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $577 Shares 2,015 Est. Cost $236.66 Unrealized +5.0%
JXN JACKSON FINANCIAL INC COM CL A 0.2%
Value ($000) $571 Shares 12,918 Est. Cost $34.23 Unrealized 0.0%
TGT TARGET CORP COM 0.2%
Value ($000) $566 Shares 2,665 Est. Cost $191.32 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $565 Shares 1,153 Est. Cost $487.78 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $558 Shares 14,351 Est. Cost $38.88 Unrealized
PPL PPL CORP COM 0.2%
Value ($000) $556 Shares 19,342 Est. Cost $24.51 Unrealized +0.7%
SPDR S&P 600 SMALL CAP ETF 0.2%
Value ($000) $548 Shares 5,850 Est. Cost $94.12 Unrealized
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.2%
Value ($000) $536 Shares 6,766 Est. Cost $78.18 Unrealized
GLOBAL X SUPERDIVIDEND ETF 0.2%
Value ($000) $520 Shares 45,354 Est. Cost $11.47 Unrealized
BUFD FT CBOE VEST FUND OF DEEP BUFFER ETFS 0.2%
Value ($000) $516 Shares 24,314 Est. Cost $21.22 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $512 Shares 8,609 Est. Cost $55.16 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $511 Shares 5,618 Est. Cost $85.95 Unrealized 0.0%
GLBE GLOBAL E ONLINE LTD SHS 0.2%
Value ($000) $509 Shares 15,055 Est. Cost $55.28 Unrealized -31.8%
DMAR FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - MARCH 0.2%
Value ($000) $506 Shares 15,664 Est. Cost $31.92 Unrealized
DLO DLOCAL LTD CLASS A COM 0.2%
Value ($000) $506 Shares 16,175 Est. Cost $41.22 Unrealized -30.2%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $487 Shares 3,220 Est. Cost $129.03 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $474 Shares 9,313 Est. Cost $43.19 Unrealized -3.9%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $465 Shares 10,396 Est. Cost $47.75 Unrealized
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.2%
Value ($000) $464 Shares 10,859 Est. Cost $42.73 Unrealized
CTAS CINTAS CORP COM 0.2%
Value ($000) $462 Shares 1,086 Est. Cost $93.88 Unrealized 0.0%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $458 Shares 15,081 Est. Cost $30.37 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $429 Shares 2,810 Est. Cost $146.06 Unrealized +5.2%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $419 Shares 10,163 Est. Cost $38.46 Unrealized +6.1%
AIR TRANSPORT SERVICES GRP INC COM 0.2%
Value ($000) $415 Shares 12,400 Est. Cost $26.71 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $394 Shares 2,476 Est. Cost $153.07 Unrealized
NAVI NAVIENT CORPORATION COM 0.2%
Value ($000) $391 Shares 22,918 Est. Cost $18.36 Unrealized 0.0%
BX BLACKSTONE INC COM 0.2%
Value ($000) $384 Shares 3,026 Est. Cost $107.20 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $382 Shares 2,040 Est. Cost $161.79 Unrealized +6.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $379 Shares 1,482 Est. Cost $296.18 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $366 Shares 4,396 Est. Cost $86.14 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $364 Shares 2,653 Est. Cost $164.78 Unrealized -14.3%
DDEC FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER 0.2%
Value ($000) $360 Shares 11,159 Est. Cost $32.78 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $358 Shares 332 Est. Cost $252.34 Unrealized +23.4%
PFE PFIZER INC COM 0.2%
Value ($000) $354 Shares 6,841 Est. Cost $42.47 Unrealized 0.0%
AMCOR PLC ORD 0.2%
Value ($000) $354 Shares 31,286 Est. Cost $9.93 Unrealized 0.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.2%
Value ($000) $352 Shares 3,436 Est. Cost $108.63 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $351 Shares 6,693 Est. Cost $56.95 Unrealized
FMAY FT CBOE VEST U.S. EQUITY BUFFER ETF - MAY 0.2%
Value ($000) $349 Shares 9,174 Est. Cost $38.29 Unrealized
DSEP FT CBOE VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $345 Shares 10,538 Est. Cost $33.15 Unrealized
BUFT FT CBOE VEST BUFFERED ALLOCATION DEFENSIVE ETF 0.1%
Value ($000) $344 Shares 17,127 Est. Cost $20.09 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $341 Shares 1,922 Est. Cost $145.38 Unrealized +4.4%
CHIQ GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $340 Shares 17,158 Est. Cost $28.46 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $339 Shares 6,105 Est. Cost $55.53 Unrealized
DJUN FT CBOE VEST US EQUITY DEEP BUFFER ETF - JUNE 0.1%
Value ($000) $338 Shares 9,821 Est. Cost $34.50 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $338 Shares 662 Est. Cost $428.79 Unrealized +5.2%
FNOV FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value ($000) $333 Shares 8,805 Est. Cost $38.98 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $332 Shares 1,734 Est. Cost $227.34 Unrealized -11.7%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $331 Shares 119 Est. Cost $122.59 Unrealized +10.0%
RKT ROCKET COS INC COM CL A 0.1%
Value ($000) $331 Shares 29,734 Est. Cost $11.10 Unrealized 0.0%
FSEP FIRST TR EXCHNG TRADED FD VIII FT CBOE VEST US 0.1%
Value ($000) $328 Shares 9,288 Est. Cost $34.02 Unrealized
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.1%
Value ($000) $328 Shares 9,078 Est. Cost $36.58 Unrealized
FJAN FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY 0.1%
Value ($000) $325 Shares 9,316 Est. Cost $34.13 Unrealized
GM GENERAL MTRS CO COM 0.1%
Value ($000) $324 Shares 7,409 Est. Cost $52.70 Unrealized -8.6%
MGM MGM RESORTS INTERNATIONAL COM 0.1%
Value ($000) $323 Shares 7,705 Est. Cost $41.35 Unrealized +4.0%
FMAR FT CBOE VEST U.S. EQUITY BUFFER ETF - MARCH 0.1%
Value ($000) $322 Shares 9,492 Est. Cost $33.19 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $315 Shares 1,324 Est. Cost $237.92 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $315 Shares 2,554 Est. Cost $114.72 Unrealized -0.6%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $313 Shares 2,565 Est. Cost $130.08 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $299 Shares 1,205 Est. Cost $248.13 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $298 Shares 997 Est. Cost $313.99 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $297 Shares 5,804 Est. Cost $52.57 Unrealized
PSFF PACER SWAN SOS FUND OF FUNDS ETF 0.1%
Value ($000) $294 Shares 12,990 Est. Cost $22.63 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $294 Shares 27,388 Est. Cost $11.11 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $291 Shares 10,301 Est. Cost $28.71 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $288 Shares 7,966 Est. Cost $36.15 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $287 Shares 3,974 Est. Cost $59.92 Unrealized +0.8%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $285 Shares 3,665 Est. Cost $76.33 Unrealized +9.2%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $277 Shares 628 Est. Cost $332.79 Unrealized +9.7%
V VISA INC COM CL A 0.1%
Value ($000) $277 Shares 1,249 Est. Cost $218.31 Unrealized -3.8%
O'SHARES GLOBAL INTERNET GIANTS ETF 0.1%
Value ($000) $275 Shares 7,319 Est. Cost $55.37 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $273 Shares 10,961 Est. Cost $26.52 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $271 Shares 97 Est. Cost $134.94 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.1%
Value ($000) $267 Shares 5,761 Est. Cost $54.20 Unrealized -20.0%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $265 Shares 5,920 Est. Cost $44.76 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $264 Shares 4,946 Est. Cost $53.50 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.1%
Value ($000) $259 Shares 3,365 Est. Cost $81.05 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.1%
Value ($000) $259 Shares 752 Est. Cost $344.41 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $257 Shares 3,979 Est. Cost $51.56 Unrealized +1.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $256 Shares 3,024 Est. Cost $77.08 Unrealized -6.5%
PALC PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF 0.1%
Value ($000) $253 Shares 6,406 Est. Cost $39.49 Unrealized
FUBO FUBOTV INC COM 0.1%
Value ($000) $253 Shares 38,570 Est. Cost $20.84 Unrealized -53.3%
PAMC PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF 0.1%
Value ($000) $252 Shares 7,127 Est. Cost $35.12 Unrealized
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 0.1%
Value ($000) $250 Shares 5,578 Est. Cost $41.93 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $249 Shares 898 Est. Cost $279.96 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $246 Shares 1,650 Est. Cost $44.59 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $245 Shares 2,584 Est. Cost $65.17 Unrealized +16.0%
XME SPDR S&P METALS AND MINING ETF 0.1%
Value ($000) $240 Shares 3,910 Est. Cost $61.38 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $233 Shares 1,099 Est. Cost $212.63 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $231 Shares 2,460 Est. Cost $82.79 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $224 Shares 4,438 Est. Cost $50.47 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $212 Shares 1,200 Est. Cost $179.54 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $212 Shares 1,607 Est. Cost $132.88 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $212 Shares 1,118 Est. Cost $262.36 Unrealized -25.5%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $211 Shares 2,659 Est. Cost $85.44 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $209 Shares 1,725 Est. Cost $132.35 Unrealized
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $202 Shares 4,752 Est. Cost $70.36 Unrealized -35.0%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $201 Shares 4,397 Est. Cost $54.30 Unrealized -24.7%
PROVISION HLDG INC COM 0.0%
Value ($000) $0 Shares 808,000 Est. Cost Unrealized