West Branch Capital LLC Diversified Active

CIK: 0001738723 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 9, 2021

Total Value ($000): $207,833 (100.0% shares, 0.0% debt)

Holdings (441)

AAPL APPLE INC 10.1%
Value ($000) $20,917 Shares 147,825 Est. Cost $89.42 Unrealized +60.9%
AMZN AMAZON COM INC 6.5%
Value ($000) $13,505 Shares 4,111 Est. Cost $77.38 Unrealized +122.9%
MSFT MICROSOFT CORP 6.0%
Value ($000) $12,462 Shares 44,203 Est. Cost $110.07 Unrealized +155.0%
GOOGL ALPHABET INC 5.4%
Value ($000) $11,165 Shares 4,176 Est. Cost $56.91 Unrealized +137.3%
NVDA NVIDIA CORPORATION 4.9%
Value ($000) $10,117 Shares 48,838 Est. Cost $16.87 Unrealized +22.8%
SPY SPDR S&P 500 ETF TR 4.6%
Value ($000) $9,543 Shares 22,237 Est. Cost $267.00 Unrealized
PG PROCTER AND GAMBLE CO 3.8%
Value ($000) $7,898 Shares 56,497 Est. Cost $118.84 Unrealized +7.1%
META FACEBOOK INC 2.4%
Value ($000) $5,011 Shares 14,766 Est. Cost $205.17 Unrealized +74.3%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $5,005 Shares 30,574 Est. Cost $91.11 Unrealized +54.0%
MOG/B MOOG INC 2.2%
Value ($000) $4,581 Shares 60,114 Est. Cost $80.08 Unrealized -5.5%
IVV ISHARES TR 1.9%
Value ($000) $3,904 Shares 9,062 Est. Cost $323.28 Unrealized
V VISA INC 1.9%
Value ($000) $3,889 Shares 17,458 Est. Cost $150.77 Unrealized +50.6%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $3,776 Shares 23,383 Est. Cost $112.10 Unrealized +34.0%
VZ VERIZON COMMUNICATIONS INC 1.8%
Value ($000) $3,666 Shares 67,877 Est. Cost $33.95 Unrealized +24.7%
HD HOME DEPOT INC 1.8%
Value ($000) $3,658 Shares 11,144 Est. Cost $173.84 Unrealized +69.4%
ABBV ABBVIE INC 1.5%
Value ($000) $3,142 Shares 29,132 Est. Cost $73.73 Unrealized +31.9%
MOG/A MOOG INC 1.5%
Value ($000) $3,055 Shares 40,081 Est. Cost $79.95 Unrealized -6.2%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $3,014 Shares 7,713 Est. Cost $214.78 Unrealized +79.2%
ORCL ORACLE CORP 1.4%
Value ($000) $2,810 Shares 32,252 Est. Cost $47.83 Unrealized +74.2%
INTC INTEL CORP 1.3%
Value ($000) $2,750 Shares 51,618 Est. Cost $42.78 Unrealized +16.4%
DIS DISNEY WALT CO 1.3%
Value ($000) $2,697 Shares 15,943 Est. Cost $109.04 Unrealized +59.7%
NFLX NETFLIX INC 1.3%
Value ($000) $2,637 Shares 4,320 Est. Cost $38.92 Unrealized +41.4%
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $2,629 Shares 10,103 Est. Cost $127.37 Unrealized +122.2%
WMT WALMART INC 1.2%
Value ($000) $2,409 Shares 17,280 Est. Cost $37.42 Unrealized +21.5%
PFE PFIZER INC 1.1%
Value ($000) $2,221 Shares 51,632 Est. Cost $25.18 Unrealized +41.6%
TSLA TESLA INC 1.1%
Value ($000) $2,218 Shares 2,860 Est. Cost $180.12 Unrealized +30.7%
CRM SALESFORCE COM INC 1.1%
Value ($000) $2,214 Shares 8,164 Est. Cost $154.44 Unrealized +62.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value ($000) $2,187 Shares 3,798 Est. Cost $333.75 Unrealized +88.6%
VBR VANGUARD INDEX FDS 0.9%
Value ($000) $1,873 Shares 11,067 Est. Cost $129.42 Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $1,783 Shares 32,764 Est. Cost $35.32 Unrealized +39.4%
BAC BK OF AMERICA CORP 0.9%
Value ($000) $1,783 Shares 41,994 Est. Cost $24.68 Unrealized +46.2%
PEP PEPSICO INC 0.9%
Value ($000) $1,781 Shares 11,842 Est. Cost $108.07 Unrealized +24.9%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $1,721 Shares 4,949 Est. Cost $281.24 Unrealized +26.1%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,679 Shares 6,964 Est. Cost $144.74 Unrealized +49.1%
ABT ABBOTT LABS 0.8%
Value ($000) $1,641 Shares 13,888 Est. Cost $70.63 Unrealized +60.7%
BLACKROCK INC 0.6%
Value ($000) $1,339 Shares 1,596 Est. Cost $517.79 Unrealized
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,334 Shares 23,856 Est. Cost $35.68 Unrealized +44.0%
NKE NIKE INC 0.6%
Value ($000) $1,264 Shares 8,703 Est. Cost $92.11 Unrealized +65.6%
KO COCA COLA CO 0.6%
Value ($000) $1,190 Shares 22,670 Est. Cost $42.56 Unrealized +14.6%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,187 Shares 20,173 Est. Cost $44.53 Unrealized +8.8%
MRK MERCK & CO INC 0.6%
Value ($000) $1,173 Shares 15,611 Est. Cost $65.03 Unrealized +1.7%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,130 Shares 1,977 Est. Cost $354.49 Unrealized +53.0%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,105 Shares 10,693 Est. Cost $83.72 Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $1,075 Shares 5,486 Est. Cost $117.74 Unrealized +65.8%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $1,028 Shares 433 Est. Cost $1933.58 Unrealized +14.1%
AVGO BROADCOM INC 0.4%
Value ($000) $919 Shares 1,895 Est. Cost $36.02 Unrealized +23.5%
GOOG ALPHABET INC 0.4%
Value ($000) $896 Shares 336 Est. Cost $55.36 Unrealized +147.2%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $886 Shares 4,430 Est. Cost $107.77 Unrealized +74.2%
T AT&T INC 0.4%
Value ($000) $795 Shares 29,432 Est. Cost $16.35 Unrealized -1.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $747 Shares 2,165 Est. Cost $270.08 Unrealized +18.8%
SHV ISHARES TR 0.3%
Value ($000) $695 Shares 6,289 Est. Cost $110.42 Unrealized
MTB M & T BK CORP 0.3%
Value ($000) $672 Shares 4,499 Est. Cost $127.93 Unrealized -6.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $580 Shares 2,510 Est. Cost $191.79 Unrealized +23.4%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $561 Shares 1,249 Est. Cost $299.32 Unrealized +39.7%
GLW CORNING INC 0.3%
Value ($000) $559 Shares 15,306 Est. Cost $22.38 Unrealized +57.6%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $536 Shares 11,553 Est. Cost $35.10 Unrealized +18.5%
SYY SYSCO CORP 0.2%
Value ($000) $495 Shares 6,301 Est. Cost $53.53 Unrealized +26.6%
HYG ISHARES TR 0.2%
Value ($000) $454 Shares 5,184 Est. Cost $87.24 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $449 Shares 2,053 Est. Cost $163.64 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $422 Shares 2,752 Est. Cost $40.22 Unrealized +69.7%
ETN EATON CORP PLC 0.2%
Value ($000) $414 Shares 2,773 Est. Cost $70.33 Unrealized +112.2%
GLTR ABERDEEN STD PRECIOUS METALS 0.2%
Value ($000) $365 Shares 4,224 Est. Cost $83.46 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $362 Shares 7,079 Est. Cost $51.66 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $361 Shares 1,628 Est. Cost $140.01 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $358 Shares 3,530 Est. Cost $82.11 Unrealized +1.5%
ITOT ISHARES TR 0.2%
Value ($000) $343 Shares 3,484 Est. Cost $77.48 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $326 Shares 3,795 Est. Cost $56.22 Unrealized +37.7%
CSX CSX CORP 0.2%
Value ($000) $314 Shares 10,570 Est. Cost $27.49 Unrealized +9.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $303 Shares 3,107 Est. Cost $71.02 Unrealized +22.9%
IJK ISHARES TR 0.1%
Value ($000) $292 Shares 3,692 Est. Cost $119.36 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $283 Shares 1,905 Est. Cost $83.03 Unrealized +64.8%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $280 Shares 3,214 Est. Cost $72.18 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $270 Shares 4,571 Est. Cost $46.33 Unrealized +18.3%
IUSG ISHARES TR 0.1%
Value ($000) $258 Shares 2,515 Est. Cost $71.90 Unrealized
MMM 3M CO 0.1%
Value ($000) $258 Shares 1,472 Est. Cost $129.75 Unrealized +5.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $237 Shares 1,303 Est. Cost $127.10 Unrealized +28.0%
SGOL ABERDEEN STD GOLD ETF TR 0.1%
Value ($000) $235 Shares 13,939 Est. Cost $17.12 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $219 Shares 4,072 Est. Cost $49.04 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $212 Shares 885 Est. Cost $125.28 Unrealized +86.3%
IVOL KRANESHARES TR 0.1%
Value ($000) $210 Shares 7,520 Est. Cost $28.59 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $210 Shares 1,920 Est. Cost $108.45 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $209 Shares 2,222 Est. Cost $77.81 Unrealized +17.2%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $202 Shares 2,494 Est. Cost $79.15 Unrealized -1.5%
AMGN AMGEN INC 0.1%
Value ($000) $199 Shares 934 Est. Cost $145.72 Unrealized +37.4%
IVE ISHARES TR 0.1%
Value ($000) $197 Shares 1,355 Est. Cost $147.60 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $192 Shares 2,650 Est. Cost $65.18 Unrealized -1.8%
SRE SEMPRA 0.1%
Value ($000) $190 Shares 1,503 Est. Cost $58.75 Unrealized -2.5%
FLOT ISHARES TR 0.1%
Value ($000) $184 Shares 3,615 Est. Cost $50.88 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $180 Shares 1,087 Est. Cost $139.74 Unrealized +6.9%
SPSM SPDR SER TR 0.1%
Value ($000) $180 Shares 4,224 Est. Cost $43.85 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $177 Shares 1,612 Est. Cost $112.51 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $175 Shares 2,490 Est. Cost $56.18 Unrealized +6.2%
DE DEERE & CO 0.1%
Value ($000) $169 Shares 504 Est. Cost $342.83 Unrealized -1.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $169 Shares 794 Est. Cost $192.16 Unrealized +1.3%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $169 Shares 864 Est. Cost $158.69 Unrealized +1.3%
IAU GOLD TR 0.1%
Value ($000) $167 Shares 5,000 Est. Cost $33.80 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $165 Shares 1,057 Est. Cost $158.94 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $165 Shares 561 Est. Cost $311.94 Unrealized
UNILEVER PLC 0.1%
Value ($000) $163 Shares 3,003 Est. Cost $58.63 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $163 Shares 691 Est. Cost $244.57 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $161 Shares 1,077 Est. Cost $118.79 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $160 Shares 2,624 Est. Cost $60.98 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $153 Shares 1,500 Est. Cost $103.33 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $148 Shares 884 Est. Cost $147.87 Unrealized +7.0%
VFC V F CORP 0.1%
Value ($000) $147 Shares 2,192 Est. Cost $83.35 Unrealized -7.9%
HPQ HP INC 0.1%
Value ($000) $146 Shares 5,352 Est. Cost $27.18 Unrealized -9.5%
AGG ISHARES TR 0.1%
Value ($000) $144 Shares 1,250 Est. Cost $115.20 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.1%
Value ($000) $140 Shares 3,854 Est. Cost $43.90 Unrealized -12.2%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $133 Shares 1,628 Est. Cost $70.29 Unrealized +3.7%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $131 Shares 988 Est. Cost $112.39 Unrealized +2.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $131 Shares 1,017 Est. Cost $122.15 Unrealized +5.5%
OEF ISHARES TR 0.1%
Value ($000) $127 Shares 645 Est. Cost $195.96 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $127 Shares 997 Est. Cost $133.21 Unrealized +1.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $126 Shares 1,553 Est. Cost $72.72 Unrealized +2.2%
DGRO ISHARES TR 0.1%
Value ($000) $124 Shares 2,477 Est. Cost $50.30 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $124 Shares 755 Est. Cost $164.98 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $123 Shares 983 Est. Cost $102.35 Unrealized +11.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $122 Shares 1,552 Est. Cost $66.51 Unrealized +8.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $120 Shares 610 Est. Cost $151.44 Unrealized +14.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $120 Shares 2,557 Est. Cost $52.41 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $119 Shares 453 Est. Cost $268.56 Unrealized
REAVES UTIL INCOME FD 0.1%
Value ($000) $116 Shares 3,551 Est. Cost $34.22 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $114 Shares 595 Est. Cost $153.98 Unrealized +24.7%
IBB ISHARES TR 0.1%
Value ($000) $113 Shares 696 Est. Cost $164.03 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $111 Shares 639 Est. Cost $150.03 Unrealized +3.9%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $110 Shares 950 Est. Cost $100.93 Unrealized +0.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $108 Shares 421 Est. Cost $260.73 Unrealized -5.3%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $106 Shares 1,938 Est. Cost $53.66 Unrealized
WGO WINNEBAGO INDS INC 0.1%
Value ($000) $105 Shares 1,448 Est. Cost $73.83 Unrealized -5.3%
USB US BANCORP DEL 0.0%
Value ($000) $102 Shares 1,717 Est. Cost $47.72 Unrealized -2.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $101 Shares 515 Est. Cost $170.87 Unrealized +4.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $100 Shares 1,175 Est. Cost $70.48 Unrealized +2.9%
CNC CENTENE CORP DEL 0.0%
Value ($000) $99 Shares 1,588 Est. Cost $68.51 Unrealized -2.5%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $99 Shares 5,000 Est. Cost $19.70 Unrealized +15.7%
IVW ISHARES TR 0.0%
Value ($000) $99 Shares 1,333 Est. Cost $72.88 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $98 Shares 807 Est. Cost $110.75 Unrealized -0.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $97 Shares 1,388 Est. Cost $55.86 Unrealized +6.3%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $96 Shares 1,589 Est. Cost $87.00 Unrealized -7.0%
IXUS ISHARES TR 0.0%
Value ($000) $96 Shares 1,358 Est. Cost $73.64 Unrealized
KELLOGG CO 0.0%
Value ($000) $96 Shares 1,506 Est. Cost $51.54 Unrealized -0.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $92 Shares 830 Est. Cost $101.66 Unrealized +4.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $91 Shares 1,032 Est. Cost $80.62 Unrealized +0.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $91 Shares 334 Est. Cost $279.44 Unrealized +0.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $89 Shares 494 Est. Cost $178.14 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $88 Shares 506 Est. Cost $155.25 Unrealized +6.3%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $87 Shares 4,026 Est. Cost $21.61 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $86 Shares 446 Est. Cost $164.21 Unrealized +2.3%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $85 Shares 825 Est. Cost $82.78 Unrealized +24.0%
FISV FISERV INC 0.0%
Value ($000) $84 Shares 770 Est. Cost $116.26 Unrealized -3.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $83 Shares 1,138 Est. Cost $62.68 Unrealized -0.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $81 Shares 200 Est. Cost $329.33 Unrealized +21.6%
NTAP NETAPP INC 0.0%
Value ($000) $81 Shares 902 Est. Cost $69.83 Unrealized +8.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $79 Shares 1,490 Est. Cost $56.71 Unrealized -9.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $79 Shares 830 Est. Cost $76.42 Unrealized +6.1%
ABNB AIRBNB INC 0.0%
Value ($000) $79 Shares 469 Est. Cost $156.89 Unrealized -2.6%
IWF ISHARES TR 0.0%
Value ($000) $77 Shares 281 Est. Cost $270.46 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $77 Shares 290 Est. Cost $221.28 Unrealized +12.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $77 Shares 242 Est. Cost $297.95 Unrealized +2.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $77 Shares 1,331 Est. Cost $54.62 Unrealized +1.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $76 Shares 600 Est. Cost $115.30 Unrealized +2.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $76 Shares 603 Est. Cost $109.50 Unrealized +3.6%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $72 Shares 179 Est. Cost $396.65 Unrealized
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $72 Shares 4,344 Est. Cost $17.03 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $68 Shares 2,709 Est. Cost $29.39 Unrealized -9.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $68 Shares 224 Est. Cost $263.25 Unrealized +1.3%
NOW SERVICENOW INC 0.0%
Value ($000) $67 Shares 107 Est. Cost $101.38 Unrealized +19.5%
VNO VORNADO RLTY TR 0.0%
Value ($000) $67 Shares 1,594 Est. Cost $46.42 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $67 Shares 1,750 Est. Cost $40.00 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $67 Shares 595 Est. Cost $88.28 Unrealized +12.5%
EVERI HLDGS INC 0.0%
Value ($000) $66 Shares 2,725 Est. Cost $24.95 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $64 Shares 850 Est. Cost $73.43 Unrealized -2.4%
ACWX ISHARES TR 0.0%
Value ($000) $64 Shares 1,150 Est. Cost $57.39 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $63 Shares 213 Est. Cost $249.16 Unrealized +14.3%
LINDE PLC 0.0%
Value ($000) $63 Shares 214 Est. Cost $289.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $62 Shares 445 Est. Cost $113.44 Unrealized -1.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $61 Shares 410 Est. Cost $128.55 Unrealized +8.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $60 Shares 353 Est. Cost $142.04 Unrealized +12.6%
IR INGERSOLL RAND INC 0.0%
Value ($000) $60 Shares 1,184 Est. Cost $48.83 Unrealized +3.7%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $60 Shares 1,350 Est. Cost $40.74 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $60 Shares 773 Est. Cost $78.91 Unrealized
CYRUSONE INC 0.0%
Value ($000) $60 Shares 780 Est. Cost $71.79 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $59 Shares 406 Est. Cost $143.21 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $57 Shares 922 Est. Cost $53.77 Unrealized +1.7%
STT STATE STR CORP 0.0%
Value ($000) $55 Shares 650 Est. Cost $72.44 Unrealized +3.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $55 Shares 1,215 Est. Cost $33.97 Unrealized +0.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $54 Shares 893 Est. Cost $55.76 Unrealized -5.0%
BARCLAYS BANK PLC 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $45.45 Unrealized
VMWARE INC 0.0%
Value ($000) $51 Shares 345 Est. Cost $159.42 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $49 Shares 600 Est. Cost $63.08 Unrealized +10.1%
F FORD MTR CO DEL 0.0%
Value ($000) $47 Shares 3,317 Est. Cost $10.09 Unrealized +2.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $47 Shares 909 Est. Cost $41.98 Unrealized +20.8%
IWS ISHARES TR 0.0%
Value ($000) $46 Shares 404 Est. Cost $113.86 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $45 Shares 105 Est. Cost $326.67 Unrealized +27.6%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $44 Shares 316 Est. Cost $159.02 Unrealized -4.8%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $43 Shares 280 Est. Cost $153.57 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $43 Shares 500 Est. Cost $99.90 Unrealized -5.9%
SPYG SPDR SER TR 0.0%
Value ($000) $41 Shares 648 Est. Cost $63.37 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $41 Shares 1,054 Est. Cost $39.08 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $40 Shares 153 Est. Cost $235.22 Unrealized +4.2%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $40 Shares 499 Est. Cost $80.16 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $39 Shares 101 Est. Cost $205.06 Unrealized +79.9%
NI NISOURCE INC 0.0%
Value ($000) $38 Shares 1,550 Est. Cost $21.80 Unrealized -1.1%
DUKE REALTY CORP 0.0%
Value ($000) $38 Shares 800 Est. Cost $47.50 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $37 Shares 446 Est. Cost $71.71 Unrealized +14.6%
IWN ISHARES TR 0.0%
Value ($000) $37 Shares 228 Est. Cost $166.67 Unrealized
EIS ISHARES INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $70.00 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $36 Shares 171 Est. Cost $206.33 Unrealized +1.1%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $36 Shares 191 Est. Cost $146.61 Unrealized +11.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $36 Shares 575 Est. Cost $59.92 Unrealized -2.3%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $36 Shares 475 Est. Cost $71.48 Unrealized +9.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $35 Shares 335 Est. Cost $104.48 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $35 Shares 98 Est. Cost $357.14 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $35 Shares 2,300 Est. Cost $19.37 Unrealized -20.8%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 330 Est. Cost $103.03 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $34 Shares 80 Est. Cost $369.84 Unrealized +13.0%
THOMSON REUTERS CORP. 0.0%
Value ($000) $34 Shares 311 Est. Cost $99.68 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $33 Shares 125 Est. Cost $243.53 Unrealized +4.8%
AFL AFLAC INC 0.0%
Value ($000) $33 Shares 641 Est. Cost $49.03 Unrealized +0.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $32 Shares 309 Est. Cost $62.95 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $30 Shares 205 Est. Cost $224.39 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $30 Shares 267 Est. Cost $82.78 Unrealized +44.3%
IWP ISHARES TR 0.0%
Value ($000) $29 Shares 255 Est. Cost $113.73 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $29 Shares 56 Est. Cost $498.37 Unrealized +11.8%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $29 Shares 1,447 Est. Cost $24.18 Unrealized -6.1%
IUSB ISHARES TR 0.0%
Value ($000) $29 Shares 553 Est. Cost $52.73 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $29 Shares 230 Est. Cost $112.78 Unrealized +5.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $28 Shares 453 Est. Cost $74.12 Unrealized -15.2%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $28 Shares 82 Est. Cost $340.57 Unrealized
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $26 Shares 864 Est. Cost $31.25 Unrealized
AGL AGILON HEALTH INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $34.17 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $26 Shares 150 Est. Cost $168.00 Unrealized +8.3%
AEE AMEREN CORP 0.0%
Value ($000) $25 Shares 304 Est. Cost $72.96 Unrealized +2.6%
BOH BANK HAWAII CORP 0.0%
Value ($000) $25 Shares 300 Est. Cost $73.12 Unrealized -6.8%
SAM BOSTON BEER INC 0.0%
Value ($000) $25 Shares 50 Est. Cost $1122.26 Unrealized -39.4%
LOW LOWES COS INC 0.0%
Value ($000) $24 Shares 120 Est. Cost $179.51 Unrealized +2.3%
CATALENT INC 0.0%
Value ($000) $23 Shares 170 Est. Cost $105.88 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $23 Shares 1,017 Est. Cost $22.62 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $22 Shares 499 Est. Cost $48.29 Unrealized -1.2%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $22 Shares 332 Est. Cost $54.10 Unrealized +5.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $21 Shares 127 Est. Cost $147.67 Unrealized +5.2%
CSM PROSHARES TR 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.00 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $20 Shares 12 Est. Cost $1449.65 Unrealized +10.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $20 Shares 600 Est. Cost $30.26 Unrealized -8.8%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $20 Shares 255 Est. Cost $94.12 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $19 Shares 170 Est. Cost $88.68 Unrealized +15.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $19 Shares 165 Est. Cost $108.32 Unrealized +3.4%
BCE BCE INC 0.0%
Value ($000) $19 Shares 375 Est. Cost $35.06 Unrealized +5.9%
IT GARTNER INC 0.0%
Value ($000) $19 Shares 64 Est. Cost $218.76 Unrealized +32.5%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 41 Est. Cost $424.94 Unrealized +12.4%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $19 Shares 239 Est. Cost $87.87 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $18 Shares 237 Est. Cost $75.95 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $18 Shares 108 Est. Cost $150.65 Unrealized +5.4%
FTV FORTIVE CORP 0.0%
Value ($000) $17 Shares 239 Est. Cost $53.72 Unrealized 0.0%
BIO BIO RAD LABS INC 0.0%
Value ($000) $17 Shares 23 Est. Cost $608.62 Unrealized +23.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $17 Shares 81 Est. Cost $205.01 Unrealized -1.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $17 Shares 30 Est. Cost $468.62 Unrealized +25.6%
WSO WATSCO INC 0.0%
Value ($000) $17 Shares 63 Est. Cost $286.30 Unrealized -2.1%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $17 Shares 751 Est. Cost $22.64 Unrealized
SOUTHERN CO 0.0%
Value ($000) $17 Shares 331 Est. Cost $52.14 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $16 Shares 90 Est. Cost $188.89 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $16 Shares 2,018 Est. Cost $4.69 Unrealized -1.4%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $16 Shares 1,850 Est. Cost $8.65 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $16 Shares 134 Est. Cost $125.82 Unrealized -7.4%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $16 Shares 864 Est. Cost $19.68 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $16 Shares 279 Est. Cost $46.63 Unrealized -1.6%
DOW DOW INC 0.0%
Value ($000) $16 Shares 281 Est. Cost $50.65 Unrealized -5.6%
RPD RAPID7 INC 0.0%
Value ($000) $15 Shares 130 Est. Cost $84.22 Unrealized +34.5%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $15 Shares 112 Est. Cost $129.90 Unrealized 0.0%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $15 Shares 64 Est. Cost $191.53 Unrealized +14.8%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $15 Shares 514 Est. Cost $25.70 Unrealized -2.9%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $14 Shares 180 Est. Cost $77.15 Unrealized -0.6%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $14 Shares 104 Est. Cost $124.99 Unrealized -0.2%
LAD LITHIA MTRS INC 0.0%
Value ($000) $14 Shares 45 Est. Cost $361.63 Unrealized -3.7%
EBAY EBAY INC. 0.0%
Value ($000) $14 Shares 200 Est. Cost $57.72 Unrealized +14.6%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $14 Shares 34 Est. Cost $449.61 Unrealized -3.5%
EXC EXELON CORP 0.0%
Value ($000) $14 Shares 289 Est. Cost $27.36 Unrealized +7.1%
DOMINION ENERGY INC 0.0%
Value ($000) $14 Shares 147 Est. Cost $95.24 Unrealized
CPRT COPART INC 0.0%
Value ($000) $14 Shares 99 Est. Cost $31.00 Unrealized +15.2%
CGNX COGNEX CORP 0.0%
Value ($000) $14 Shares 170 Est. Cost $78.52 Unrealized +6.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $13 Shares 77 Est. Cost $147.75 Unrealized +6.9%
RBC RBC BEARINGS INC 0.0%
Value ($000) $13 Shares 60 Est. Cost $197.53 Unrealized +9.9%
POOL POOL CORP 0.0%
Value ($000) $13 Shares 30 Est. Cost $398.28 Unrealized +12.8%
AURORA CANNABIS INC 0.0%
Value ($000) $13 Shares 1,856 Est. Cost $9.16 Unrealized
TTC TORO CO 0.0%
Value ($000) $13 Shares 135 Est. Cost $109.93 Unrealized -0.7%
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $13 Shares 1,006 Est. Cost $12.92 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $13 Shares 75 Est. Cost $190.98 Unrealized +4.2%
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $13 Shares 642 Est. Cost $20.63 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $13 Shares 55 Est. Cost $201.02 Unrealized +9.2%
SUI SUN CMNTYS INC 0.0%
Value ($000) $13 Shares 70 Est. Cost $171.43 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 57 Est. Cost $195.61 Unrealized +6.2%
MACQUARIE INFRASTR HOLD LLC 0.0%
Value ($000) $12 Shares 300 Est. Cost $36.67 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $12 Shares 155 Est. Cost $93.06 Unrealized -9.5%
GDX VANECK ETF TRUST 0.0%
Value ($000) $12 Shares 405 Est. Cost $34.57 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $11 Shares 185 Est. Cost $52.88 Unrealized -3.6%
PFXF VANECK ETF TRUST 0.0%
Value ($000) $11 Shares 501 Est. Cost $21.96 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $11 Shares 44 Est. Cost $222.12 Unrealized +2.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $11 Shares 115 Est. Cost $86.96 Unrealized
TXNM PNM RES INC 0.0%
Value ($000) $11 Shares 230 Est. Cost $49.20 Unrealized -0.5%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $11 Shares 28 Est. Cost $313.37 Unrealized +11.3%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $11 Shares 175 Est. Cost $57.14 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $11 Shares 39 Est. Cost $318.32 Unrealized +0.4%
ROST ROSS STORES INC 0.0%
Value ($000) $11 Shares 98 Est. Cost $118.36 Unrealized -3.7%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 504 Est. Cost $21.83 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 503 Est. Cost $21.87 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 501 Est. Cost $21.96 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $11 Shares 104 Est. Cost $105.77 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $10 Shares 140 Est. Cost $73.14 Unrealized +1.4%
KWR QUAKER CHEM CORP 0.0%
Value ($000) $10 Shares 44 Est. Cost $239.17 Unrealized +2.7%
TJX TJX COS INC NEW 0.0%
Value ($000) $10 Shares 150 Est. Cost $63.67 Unrealized +2.8%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $128.83 Unrealized +1.4%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $10 Shares 600 Est. Cost $16.67 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $10 Shares 81 Est. Cost $162.03 Unrealized -10.1%
GLOB GLOBANT S A 0.0%
Value ($000) $10 Shares 35 Est. Cost $219.78 Unrealized +24.9%
VTRS VIATRIS INC 0.0%
Value ($000) $10 Shares 734 Est. Cost $11.87 Unrealized -1.2%
FDX FEDEX CORP 0.0%
Value ($000) $9 Shares 40 Est. Cost $270.30 Unrealized -8.3%
MEREDITH CORP 0.0%
Value ($000) $9 Shares 156 Est. Cost $44.87 Unrealized
KR KROGER CO 0.0%
Value ($000) $9 Shares 221 Est. Cost $34.11 Unrealized +12.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.45 Unrealized -0.0%
IXP ISHARES TR 0.0%
Value ($000) $9 Shares 101 Est. Cost $89.11 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $9 Shares 30 Est. Cost $271.83 Unrealized +4.9%
BLACKROCK CORE BD TR 0.0%
Value ($000) $9 Shares 529 Est. Cost $17.01 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $9 Shares 357 Est. Cost $20.54 Unrealized -2.6%
TILRAY INC 0.0%
Value ($000) $8 Shares 689 Est. Cost $17.42 Unrealized
GGG GRACO INC 0.0%
Value ($000) $8 Shares 115 Est. Cost $70.76 Unrealized +2.4%
ICUI ICU MED INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $205.72 Unrealized +1.9%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $86.12 Unrealized -14.6%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $347.43 Unrealized +25.7%
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $8 Shares 591 Est. Cost $16.50 Unrealized -3.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 64 Est. Cost $126.39 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $8 Shares 206 Est. Cost $38.83 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $8 Shares 575 Est. Cost $24.35 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $278.75 Unrealized +13.8%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $7 Shares 142 Est. Cost $51.87 Unrealized -0.1%
ARKW ARK ETF TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $160.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $209.17 Unrealized -6.7%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 62 Est. Cost $112.90 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $6 Shares 174 Est. Cost $32.98 Unrealized +1.7%
MKL MARKEL CORP 0.0%
Value ($000) $6 Shares 5 Est. Cost $1198.75 Unrealized +2.9%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $6 Shares 50 Est. Cost $121.62 Unrealized +3.3%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $6 Shares 253 Est. Cost $27.67 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $6 Shares 49 Est. Cost $122.45 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.83 Unrealized +3.8%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 423 Est. Cost $11.45 Unrealized +12.9%
UNB UNION BANKSHARES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.44 Unrealized +0.1%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $6 Shares 270 Est. Cost $18.52 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $6 Shares 1,215 Est. Cost $4.94 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $6 Shares 274 Est. Cost $12.51 Unrealized +5.6%
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 92 Est. Cost $70.57 Unrealized -13.2%
IHS MARKIT LTD 0.0%
Value ($000) $6 Shares 51 Est. Cost $117.65 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $6 Shares 117 Est. Cost $35.24 Unrealized +14.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 19 Est. Cost $315.79 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $5 Shares 75 Est. Cost $30.80 Unrealized -4.0%
TREEHOUSE FOODS INC 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $109.21 Unrealized +5.2%
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $5 Shares 40 Est. Cost $137.98 Unrealized -4.6%
PII POLARIS INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $135.56 Unrealized -6.3%
OGN ORGANON & CO 0.0%
Value ($000) $5 Shares 163 Est. Cost $26.93 Unrealized -2.4%
ANSYS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $357.14 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $5 Shares 106 Est. Cost $23.29 Unrealized +4.8%
VST VISTRA CORP 0.0%
Value ($000) $5 Shares 306 Est. Cost $15.68 Unrealized +7.9%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $5 Shares 125 Est. Cost $41.56 Unrealized +0.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $5 Shares 27 Est. Cost $172.13 Unrealized +9.4%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $5 Shares 31 Est. Cost $159.33 Unrealized +2.7%
SDY SPDR SER TR 0.0%
Value ($000) $5 Shares 40 Est. Cost $119.72 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $5 Shares 135 Est. Cost $32.91 Unrealized +7.4%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $121.23 Unrealized +5.2%
CHE CHEMED CORP NEW 0.0%
Value ($000) $4 Shares 8 Est. Cost $472.75 Unrealized -1.7%
SFIX STITCH FIX INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $51.20 Unrealized -8.7%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $4 Shares 265 Est. Cost $15.09 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $200.00 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $4 Shares 600 Est. Cost $9.16 Unrealized -8.9%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
DRIL-QUIP INC 0.0%
Value ($000) $4 Shares 170 Est. Cost $35.29 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $3 Shares 68 Est. Cost $58.82 Unrealized
INVITAE CORP 0.0%
Value ($000) $3 Shares 121 Est. Cost $33.06 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $215.19 Unrealized +19.9%
CLEARBRIDGE MLP AND MIDSTRM 0.0%
Value ($000) $3 Shares 114 Est. Cost $26.78 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $3 Shares 67 Est. Cost $46.98 Unrealized -4.1%
AMEDISYS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $235.29 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $347.16 Unrealized +4.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.75 Unrealized -7.8%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
PAYSAFE LIMITED 0.0%
Value ($000) $2 Shares 272 Est. Cost $11.03 Unrealized
NIKOLA CORP 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $139.03 Unrealized -3.2%
ARKG ARK ETF TR 0.0%
Value ($000) $2 Shares 28 Est. Cost $107.14 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $28.36 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 146 Est. Cost $13.72 Unrealized -3.3%
ETSY ETSY INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $185.07 Unrealized +9.6%
PRLB PROTO LABS INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $98.50 Unrealized -20.7%
ROKU ROKU INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $353.72 Unrealized +6.5%
DDOG DATADOG INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $90.34 Unrealized +39.8%
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $29.61 Unrealized -1.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.19 Unrealized +4.5%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $41.24 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $156.58 Unrealized +3.4%
TWITTER INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
TREBIA ACQUISITION CORP 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.70 Unrealized
ZYNGA INC 0.0%
Value ($000) $1 Shares 110 Est. Cost $9.09 Unrealized
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 129 Est. Cost $10.04 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 5 Est. Cost $333.04 Unrealized +1.2%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
NERD LISTED FD TR 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
API AGORA INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
DISCOVERY INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.65 Unrealized +12.0%
METROMILE INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.07 Unrealized +6.2%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $56.82 Unrealized -18.8%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.21 Unrealized -0.7%
DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
JQUA J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.04 Unrealized -11.8%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $27.42 Unrealized +14.5%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $36.53 Unrealized -9.4%
HUYA HUYA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $6.52 Unrealized -4.6%
REMARK HLDGS INC 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CLOUDERA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $27.68 Unrealized 0.0%
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.06 Unrealized +13.6%