West Branch Capital LLC Diversified Active

CIK: 0001738723 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $234,945 (100.0% shares, 0.0% debt)

Holdings (468)

AAPL APPLE INC 11.3%
Value ($000) $26,438 Shares 148,887 Est. Cost $89.42 Unrealized +73.0%
MSFT MICROSOFT CORP 6.5%
Value ($000) $15,317 Shares 45,543 Est. Cost $116.06 Unrealized +170.1%
NVDA NVIDIA CORPORATION 6.0%
Value ($000) $13,985 Shares 47,551 Est. Cost $16.87 Unrealized +62.8%
AMZN AMAZON COM INC 5.9%
Value ($000) $13,868 Shares 4,159 Est. Cost $78.46 Unrealized +118.1%
GOOGL ALPHABET INC 5.3%
Value ($000) $12,402 Shares 4,281 Est. Cost $59.02 Unrealized +142.2%
SPY SPDR S&P 500 ETF TR 4.5%
Value ($000) $10,498 Shares 22,103 Est. Cost $267.00 Unrealized
PG PROCTER AND GAMBLE CO 3.9%
Value ($000) $9,242 Shares 56,498 Est. Cost $118.84 Unrealized +12.9%
META META PLATFORMS INC 2.1%
Value ($000) $5,034 Shares 14,968 Est. Cost $206.85 Unrealized +59.4%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $5,006 Shares 31,612 Est. Cost $92.97 Unrealized +59.0%
MOG/B MOOG INC 2.1%
Value ($000) $4,863 Shares 60,114 Est. Cost $80.08 Unrealized -5.8%
HD HOME DEPOT INC 2.0%
Value ($000) $4,705 Shares 11,336 Est. Cost $176.71 Unrealized +94.2%
IVV ISHARES TR 1.8%
Value ($000) $4,301 Shares 9,018 Est. Cost $323.28 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $4,014 Shares 23,463 Est. Cost $112.10 Unrealized +29.4%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $4,007 Shares 7,979 Est. Cost $221.69 Unrealized +90.4%
ABBV ABBVIE INC 1.7%
Value ($000) $3,944 Shares 29,130 Est. Cost $73.73 Unrealized +37.9%
V VISA INC 1.7%
Value ($000) $3,884 Shares 17,923 Est. Cost $152.26 Unrealized +36.7%
TSLA TESLA INC 1.4%
Value ($000) $3,406 Shares 3,223 Est. Cost $197.61 Unrealized +69.7%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $3,392 Shares 65,275 Est. Cost $33.95 Unrealized +19.0%
PFE PFIZER INC 1.3%
Value ($000) $3,134 Shares 53,082 Est. Cost $25.59 Unrealized +57.2%
ORCL ORACLE CORP 1.2%
Value ($000) $2,868 Shares 32,882 Est. Cost $48.62 Unrealized +82.9%
NFLX NETFLIX INC 1.1%
Value ($000) $2,658 Shares 4,412 Est. Cost $39.44 Unrealized +62.0%
INTC INTEL CORP 1.1%
Value ($000) $2,635 Shares 51,171 Est. Cost $42.78 Unrealized +10.5%
MOG/A MOOG INC 1.1%
Value ($000) $2,598 Shares 32,081 Est. Cost $79.95 Unrealized -6.6%
WMT WALMART INC 1.1%
Value ($000) $2,522 Shares 17,429 Est. Cost $37.42 Unrealized +20.7%
DIS DISNEY WALT CO 1.1%
Value ($000) $2,512 Shares 16,216 Est. Cost $109.86 Unrealized +43.6%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $2,257 Shares 3,980 Est. Cost $347.07 Unrealized +80.1%
CSCO CISCO SYS INC 0.9%
Value ($000) $2,169 Shares 34,226 Est. Cost $35.97 Unrealized +40.3%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $2,107 Shares 11,172 Est. Cost $135.84 Unrealized +58.9%
CRM SALESFORCE COM INC 0.9%
Value ($000) $2,104 Shares 8,281 Est. Cost $156.18 Unrealized +77.8%
PEP PEPSICO INC 0.9%
Value ($000) $2,104 Shares 12,112 Est. Cost $108.86 Unrealized +31.8%
ABT ABBOTT LABS 0.9%
Value ($000) $2,011 Shares 14,286 Est. Cost $71.97 Unrealized +64.9%
BAC BK OF AMERICA CORP 0.8%
Value ($000) $1,949 Shares 43,801 Est. Cost $25.35 Unrealized +61.8%
VBR VANGUARD INDEX FDS 0.8%
Value ($000) $1,941 Shares 10,853 Est. Cost $129.42 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $1,935 Shares 5,384 Est. Cost $285.81 Unrealized +18.2%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,839 Shares 6,860 Est. Cost $144.74 Unrealized +58.6%
NKE NIKE INC 0.7%
Value ($000) $1,570 Shares 9,420 Est. Cost $96.86 Unrealized +59.6%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $1,463 Shares 2,193 Est. Cost $380.37 Unrealized +62.3%
BLACKROCK INC 0.6%
Value ($000) $1,452 Shares 1,586 Est. Cost $517.79 Unrealized
UNP UNION PAC CORP 0.6%
Value ($000) $1,392 Shares 5,527 Est. Cost $117.74 Unrealized +82.6%
KO COCA COLA CO 0.6%
Value ($000) $1,373 Shares 23,181 Est. Cost $42.71 Unrealized +15.2%
AVGO BROADCOM INC 0.6%
Value ($000) $1,349 Shares 2,027 Est. Cost $37.05 Unrealized +39.8%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $1,268 Shares 25,188 Est. Cost $36.24 Unrealized +27.3%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,260 Shares 20,585 Est. Cost $44.72 Unrealized +20.5%
MRK MERCK & CO INC 0.5%
Value ($000) $1,233 Shares 16,082 Est. Cost $65.17 Unrealized +7.2%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,123 Shares 10,013 Est. Cost $83.72 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,096 Shares 4,444 Est. Cost $107.77 Unrealized +92.3%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $1,020 Shares 425 Est. Cost $1933.58 Unrealized +20.6%
GOOG ALPHABET INC 0.4%
Value ($000) $952 Shares 329 Est. Cost $55.36 Unrealized +159.1%
LLY LILLY ELI & CO 0.4%
Value ($000) $845 Shares 3,058 Est. Cost $201.12 Unrealized +21.2%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $738 Shares 1,299 Est. Cost $306.58 Unrealized +59.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $715 Shares 2,012 Est. Cost $270.08 Unrealized +14.4%
MTB M & T BK CORP 0.3%
Value ($000) $691 Shares 4,499 Est. Cost $127.93 Unrealized +5.0%
T AT&T INC 0.3%
Value ($000) $659 Shares 26,795 Est. Cost $16.35 Unrealized -10.3%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $588 Shares 12,250 Est. Cost $35.63 Unrealized +24.6%
SHV ISHARES TR 0.2%
Value ($000) $580 Shares 5,252 Est. Cost $110.42 Unrealized
GLW CORNING INC 0.2%
Value ($000) $577 Shares 15,485 Est. Cost $22.51 Unrealized +48.1%
SYY SYSCO CORP 0.2%
Value ($000) $497 Shares 6,321 Est. Cost $53.53 Unrealized +28.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $481 Shares 4,097 Est. Cost $84.05 Unrealized +14.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $480 Shares 5,508 Est. Cost $57.06 Unrealized +29.5%
IWM ISHARES TR 0.2%
Value ($000) $418 Shares 1,881 Est. Cost $163.64 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $417 Shares 2,411 Est. Cost $70.33 Unrealized +121.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $410 Shares 1,697 Est. Cost $144.14 Unrealized
CSX CSX CORP 0.2%
Value ($000) $398 Shares 10,592 Est. Cost $27.49 Unrealized +21.1%
HYG ISHARES TR 0.2%
Value ($000) $379 Shares 4,359 Est. Cost $87.24 Unrealized
GLTR ABERDEEN STD PRECIOUS METALS 0.2%
Value ($000) $375 Shares 4,195 Est. Cost $83.46 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $350 Shares 3,268 Est. Cost $77.48 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $323 Shares 1,905 Est. Cost $83.03 Unrealized +88.8%
IJK ISHARES TR 0.1%
Value ($000) $315 Shares 3,698 Est. Cost $119.36 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $312 Shares 3,214 Est. Cost $72.18 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $309 Shares 2,941 Est. Cost $71.02 Unrealized +21.5%
IUSG ISHARES TR 0.1%
Value ($000) $304 Shares 2,632 Est. Cost $73.84 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $293 Shares 3,409 Est. Cost $56.22 Unrealized +41.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $281 Shares 4,503 Est. Cost $46.33 Unrealized +6.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $280 Shares 640 Est. Cost $437.50 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $272 Shares 501 Est. Cost $542.91 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $264 Shares 886 Est. Cost $125.28 Unrealized +103.7%
MMM 3M CO 0.1%
Value ($000) $251 Shares 1,413 Est. Cost $129.75 Unrealized -1.9%
SGOL ABERDEEN STD GOLD ETF TR 0.1%
Value ($000) $245 Shares 13,939 Est. Cost $17.12 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $244 Shares 1,139 Est. Cost $127.10 Unrealized +32.6%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $241 Shares 2,496 Est. Cost $79.15 Unrealized -1.8%
EMB ISHARES TR 0.1%
Value ($000) $238 Shares 2,180 Est. Cost $111.64 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $226 Shares 2,650 Est. Cost $65.18 Unrealized +4.4%
IVOL KRANESHARES TR 0.1%
Value ($000) $215 Shares 7,990 Est. Cost $28.49 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $212 Shares 1,355 Est. Cost $147.60 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $207 Shares 918 Est. Cost $145.72 Unrealized +27.1%
IJR ISHARES TR 0.1%
Value ($000) $203 Shares 1,773 Est. Cost $108.45 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $202 Shares 2,657 Est. Cost $76.03 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $202 Shares 487 Est. Cost $320.77 Unrealized +7.0%
HPQ HP INC 0.1%
Value ($000) $202 Shares 5,352 Est. Cost $27.18 Unrealized +3.7%
SPSM SPDR SER TR 0.1%
Value ($000) $189 Shares 4,236 Est. Cost $43.85 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $187 Shares 1,078 Est. Cost $118.79 Unrealized
SRE SEMPRA 0.1%
Value ($000) $186 Shares 1,404 Est. Cost $58.75 Unrealized -5.6%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $183 Shares 3,272 Est. Cost $49.04 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $183 Shares 999 Est. Cost $122.15 Unrealized +19.6%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $180 Shares 3,543 Est. Cost $51.66 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $180 Shares 2,624 Est. Cost $60.98 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $178 Shares 1,057 Est. Cost $158.94 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $175 Shares 3,445 Est. Cost $50.88 Unrealized
IAU GOLD TR 0.1%
Value ($000) $174 Shares 5,000 Est. Cost $33.80 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $173 Shares 864 Est. Cost $158.69 Unrealized +9.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $168 Shares 980 Est. Cost $166.46 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $165 Shares 562 Est. Cost $311.94 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $165 Shares 983 Est. Cost $102.35 Unrealized +28.9%
CLX CLOROX CO DEL 0.1%
Value ($000) $165 Shares 947 Est. Cost $139.74 Unrealized +4.2%
UNILEVER PLC 0.1%
Value ($000) $162 Shares 3,004 Est. Cost $58.63 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $161 Shares 1,500 Est. Cost $103.33 Unrealized
VFC V F CORP 0.1%
Value ($000) $160 Shares 2,192 Est. Cost $83.35 Unrealized -12.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $156 Shares 691 Est. Cost $244.57 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.1%
Value ($000) $151 Shares 3,854 Est. Cost $43.90 Unrealized -8.1%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $148 Shares 1,628 Est. Cost $70.29 Unrealized +3.4%
DE DEERE & CO 0.1%
Value ($000) $148 Shares 432 Est. Cost $342.83 Unrealized -4.2%
C CITIGROUP INC 0.1%
Value ($000) $146 Shares 2,420 Est. Cost $56.18 Unrealized +1.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $145 Shares 1,554 Est. Cost $66.51 Unrealized +16.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $145 Shares 884 Est. Cost $147.87 Unrealized +9.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $144 Shares 689 Est. Cost $192.16 Unrealized -3.7%
AGG ISHARES TR 0.1%
Value ($000) $143 Shares 1,250 Est. Cost $115.20 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $142 Shares 431 Est. Cost $266.54 Unrealized +1.3%
OEF ISHARES TR 0.1%
Value ($000) $142 Shares 646 Est. Cost $195.96 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $138 Shares 2,490 Est. Cost $50.30 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $138 Shares 1,553 Est. Cost $72.72 Unrealized -0.3%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $133 Shares 639 Est. Cost $150.03 Unrealized -0.0%
CNC CENTENE CORP DEL 0.1%
Value ($000) $131 Shares 1,588 Est. Cost $68.51 Unrealized +6.9%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $128 Shares 421 Est. Cost $260.73 Unrealized +1.1%
IJH ISHARES TR 0.1%
Value ($000) $128 Shares 454 Est. Cost $268.56 Unrealized
REAVES UTIL INCOME FD 0.1%
Value ($000) $126 Shares 3,599 Est. Cost $34.23 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $123 Shares 595 Est. Cost $153.98 Unrealized +21.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $120 Shares 610 Est. Cost $151.44 Unrealized +11.4%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $120 Shares 2,307 Est. Cost $52.41 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $119 Shares 833 Est. Cost $112.39 Unrealized +2.6%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $118 Shares 1,938 Est. Cost $53.66 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $117 Shares 950 Est. Cost $100.93 Unrealized +15.7%
NUE NUCOR CORP 0.0%
Value ($000) $114 Shares 1,000 Est. Cost $102.52 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $113 Shares 807 Est. Cost $110.75 Unrealized +6.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $112 Shares 1,210 Est. Cost $77.81 Unrealized +11.2%
IVW ISHARES TR 0.0%
Value ($000) $111 Shares 1,332 Est. Cost $72.88 Unrealized
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $108 Shares 1,448 Est. Cost $73.83 Unrealized -2.5%
IBB ISHARES TR 0.0%
Value ($000) $106 Shares 696 Est. Cost $164.03 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $104 Shares 1,000 Est. Cost $115.22 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $101 Shares 494 Est. Cost $178.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $100 Shares 334 Est. Cost $279.44 Unrealized +2.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $100 Shares 1,032 Est. Cost $80.62 Unrealized -1.5%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $99 Shares 825 Est. Cost $82.78 Unrealized +28.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $99 Shares 960 Est. Cost $70.48 Unrealized +14.2%
IXUS ISHARES TR 0.0%
Value ($000) $98 Shares 1,383 Est. Cost $73.59 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $98 Shares 508 Est. Cost $155.25 Unrealized +14.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $97 Shares 830 Est. Cost $101.66 Unrealized +0.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $97 Shares 1,340 Est. Cost $55.86 Unrealized +5.3%
USB US BANCORP DEL 0.0%
Value ($000) $96 Shares 1,717 Est. Cost $47.72 Unrealized +2.3%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $95 Shares 2,381 Est. Cost $39.97 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $94 Shares 450 Est. Cost $170.87 Unrealized +8.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $88 Shares 1,331 Est. Cost $54.62 Unrealized +1.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $87 Shares 1,150 Est. Cost $65.06 Unrealized +0.3%
IWF ISHARES TR 0.0%
Value ($000) $86 Shares 281 Est. Cost $270.46 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $85 Shares 290 Est. Cost $221.28 Unrealized +8.2%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $84 Shares 4,026 Est. Cost $21.61 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $84 Shares 446 Est. Cost $164.21 Unrealized +3.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $83 Shares 719 Est. Cost $133.21 Unrealized -14.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $83 Shares 2,000 Est. Cost $35.78 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $82 Shares 179 Est. Cost $396.65 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $82 Shares 1,043 Est. Cost $62.68 Unrealized -0.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $81 Shares 595 Est. Cost $88.28 Unrealized +24.5%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $81 Shares 1,589 Est. Cost $87.00 Unrealized -30.0%
NTAP NETAPP INC 0.0%
Value ($000) $80 Shares 874 Est. Cost $69.83 Unrealized +16.7%
FISV FISERV INC 0.0%
Value ($000) $80 Shares 770 Est. Cost $116.26 Unrealized -11.1%
KELLOGG CO 0.0%
Value ($000) $79 Shares 1,225 Est. Cost $51.54 Unrealized -0.9%
ABNB AIRBNB INC 0.0%
Value ($000) $78 Shares 469 Est. Cost $156.89 Unrealized +12.2%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $78 Shares 200 Est. Cost $329.33 Unrealized +29.8%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $78 Shares 412 Est. Cost $144.67 Unrealized +10.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $77 Shares 681 Est. Cost $84.69 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $76 Shares 1,290 Est. Cost $56.71 Unrealized -0.6%
LINDE PLC 0.0%
Value ($000) $74 Shares 214 Est. Cost $289.72 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $74 Shares 213 Est. Cost $249.16 Unrealized +23.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $73 Shares 850 Est. Cost $73.43 Unrealized -3.4%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $73 Shares 4,344 Est. Cost $17.03 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $71 Shares 600 Est. Cost $115.30 Unrealized -7.3%
CYRUSONE INC 0.0%
Value ($000) $70 Shares 780 Est. Cost $71.79 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $70 Shares 1,022 Est. Cost $53.86 Unrealized +1.6%
F FORD MTR CO DEL 0.0%
Value ($000) $69 Shares 3,317 Est. Cost $10.09 Unrealized +38.8%
NOW SERVICENOW INC 0.0%
Value ($000) $69 Shares 107 Est. Cost $101.38 Unrealized +29.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $68 Shares 410 Est. Cost $128.55 Unrealized +17.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $67 Shares 700 Est. Cost $76.42 Unrealized -0.1%
VNO VORNADO RLTY TR 0.0%
Value ($000) $67 Shares 1,594 Est. Cost $46.42 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $67 Shares 2,709 Est. Cost $29.39 Unrealized -12.9%
IR INGERSOLL RAND INC 0.0%
Value ($000) $64 Shares 1,034 Est. Cost $48.83 Unrealized +16.1%
ACWX ISHARES TR 0.0%
Value ($000) $64 Shares 1,150 Est. Cost $57.39 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $64 Shares 773 Est. Cost $78.91 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $60 Shares 408 Est. Cost $143.21 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $60 Shares 140 Est. Cost $369.50 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $60 Shares 893 Est. Cost $55.76 Unrealized +2.9%
STT STATE STR CORP 0.0%
Value ($000) $60 Shares 650 Est. Cost $72.44 Unrealized +13.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $58 Shares 1,215 Est. Cost $33.97 Unrealized -3.5%
EVERI HLDGS INC 0.0%
Value ($000) $58 Shares 2,725 Est. Cost $24.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $57 Shares 428 Est. Cost $113.44 Unrealized -6.1%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $56 Shares 1,300 Est. Cost $40.74 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $54 Shares 600 Est. Cost $63.08 Unrealized +15.5%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $54 Shares 317 Est. Cost $159.02 Unrealized -1.5%
DUKE REALTY CORP 0.0%
Value ($000) $53 Shares 800 Est. Cost $47.50 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $49 Shares 404 Est. Cost $113.86 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $49 Shares 105 Est. Cost $326.67 Unrealized +30.4%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $48 Shares 280 Est. Cost $153.57 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $48 Shares 463 Est. Cost $109.50 Unrealized -6.8%
SPYG SPDR SER TR 0.0%
Value ($000) $47 Shares 649 Est. Cost $63.37 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $46 Shares 153 Est. Cost $235.22 Unrealized +18.3%
OC OWENS CORNING NEW 0.0%
Value ($000) $45 Shares 500 Est. Cost $99.90 Unrealized -9.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $44 Shares 809 Est. Cost $41.98 Unrealized +21.4%
EXFY EXPENSIFY INC 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $40.71 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $43 Shares 191 Est. Cost $146.61 Unrealized +17.0%
NI NISOURCE INC 0.0%
Value ($000) $43 Shares 1,550 Est. Cost $21.80 Unrealized +1.8%
ECL ECOLAB INC 0.0%
Value ($000) $40 Shares 171 Est. Cost $206.33 Unrealized +4.5%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $40 Shares 475 Est. Cost $71.48 Unrealized +17.1%
VMWARE INC 0.0%
Value ($000) $40 Shares 345 Est. Cost $159.42 Unrealized
EIS ISHARES INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $70.00 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $39 Shares 575 Est. Cost $59.92 Unrealized -5.1%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $39 Shares 499 Est. Cost $80.16 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $39 Shares 98 Est. Cost $357.14 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $38 Shares 330 Est. Cost $103.03 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $38 Shares 80 Est. Cost $369.84 Unrealized +19.5%
TGT TARGET CORP 0.0%
Value ($000) $38 Shares 164 Est. Cost $205.35 Unrealized +4.3%
IWN ISHARES TR 0.0%
Value ($000) $38 Shares 228 Est. Cost $166.67 Unrealized
THOMSON REUTERS CORP. 0.0%
Value ($000) $37 Shares 311 Est. Cost $99.68 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $37 Shares 641 Est. Cost $49.03 Unrealized +4.0%
SPSB SPDR SER TR 0.0%
Value ($000) $37 Shares 1,200 Est. Cost $30.83 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $17.50 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $35 Shares 267 Est. Cost $82.78 Unrealized +102.4%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $35 Shares 335 Est. Cost $104.48 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $34 Shares 396 Est. Cost $71.71 Unrealized +9.4%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $33 Shares 2,300 Est. Cost $19.37 Unrealized -24.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $33 Shares 56 Est. Cost $498.37 Unrealized +13.9%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $33 Shares 1,447 Est. Cost $24.18 Unrealized -16.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $33 Shares 125 Est. Cost $243.53 Unrealized +3.1%
ENTG ENTEGRIS INC 0.0%
Value ($000) $32 Shares 230 Est. Cost $112.78 Unrealized +21.9%
LOW LOWES COS INC 0.0%
Value ($000) $31 Shares 120 Est. Cost $179.51 Unrealized +22.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $30 Shares 150 Est. Cost $168.00 Unrealized +6.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $29 Shares 309 Est. Cost $62.95 Unrealized -2.2%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $29 Shares 453 Est. Cost $74.12 Unrealized -27.4%
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $29.00 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $29 Shares 556 Est. Cost $52.73 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $29 Shares 255 Est. Cost $113.73 Unrealized
AGL AGILON HEALTH INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $34.17 Unrealized -28.8%
AEE AMEREN CORP 0.0%
Value ($000) $27 Shares 304 Est. Cost $72.96 Unrealized +2.8%
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $27 Shares 78 Est. Cost $346.15 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $26 Shares 332 Est. Cost $54.10 Unrealized +19.0%
MRNA MODERNA INC 0.0%
Value ($000) $26 Shares 101 Est. Cost $205.06 Unrealized +42.6%
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $25 Shares 864 Est. Cost $31.25 Unrealized
SAM BOSTON BEER INC 0.0%
Value ($000) $25 Shares 50 Est. Cost $1122.26 Unrealized -55.5%
AZO AUTOZONE INC 0.0%
Value ($000) $25 Shares 12 Est. Cost $1449.65 Unrealized +28.4%
BARCLAYS BANK PLC 0.0%
Value ($000) $25 Shares 408 Est. Cost $45.45 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $290.76 Unrealized 0.0%
BOH BANK HAWAII CORP 0.0%
Value ($000) $25 Shares 300 Est. Cost $73.12 Unrealized -4.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $24 Shares 205 Est. Cost $224.39 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $24 Shares 254 Est. Cost $101.38 Unrealized 0.0%
PFF ISHARES TR 0.0%
Value ($000) $23 Shares 582 Est. Cost $39.08 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 107 Est. Cost $199.30 Unrealized +2.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $23 Shares 165 Est. Cost $108.32 Unrealized +15.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $22 Shares 127 Est. Cost $147.67 Unrealized +11.5%
BX BLACKSTONE INC 0.0%
Value ($000) $22 Shares 171 Est. Cost $116.12 Unrealized 0.0%
CSM PROSHARES TR 0.0%
Value ($000) $22 Shares 200 Est. Cost $100.00 Unrealized
CATALENT INC 0.0%
Value ($000) $22 Shares 170 Est. Cost $105.88 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 41 Est. Cost $424.94 Unrealized +21.8%
HSY HERSHEY CO 0.0%
Value ($000) $21 Shares 108 Est. Cost $150.65 Unrealized +8.6%
IT GARTNER INC 0.0%
Value ($000) $21 Shares 64 Est. Cost $218.76 Unrealized +47.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $20 Shares 600 Est. Cost $30.26 Unrealized -10.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $20 Shares 81 Est. Cost $205.01 Unrealized +2.6%
EXPO EXPONENT INC 0.0%
Value ($000) $20 Shares 170 Est. Cost $88.68 Unrealized +26.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $20 Shares 30 Est. Cost $468.62 Unrealized +37.3%
WSO WATSCO INC 0.0%
Value ($000) $20 Shares 63 Est. Cost $286.30 Unrealized +3.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 85 Est. Cost $220.76 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.00 Unrealized
DOW DOW INC 0.0%
Value ($000) $18 Shares 321 Est. Cost $49.95 Unrealized -9.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $18 Shares 50 Est. Cost $340.57 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $18 Shares 239 Est. Cost $87.87 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $18 Shares 134 Est. Cost $125.82 Unrealized +5.7%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $17 Shares 255 Est. Cost $94.12 Unrealized
POOL POOL CORP 0.0%
Value ($000) $17 Shares 30 Est. Cost $398.28 Unrealized +24.9%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $17 Shares 2,018 Est. Cost $4.69 Unrealized +5.3%
EXC EXELON CORP 0.0%
Value ($000) $17 Shares 289 Est. Cost $27.36 Unrealized +18.9%
STE STERIS PLC 0.0%
Value ($000) $17 Shares 70 Est. Cost $220.21 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $17 Shares 514 Est. Cost $25.70 Unrealized +3.4%
BIO BIO RAD LABS INC 0.0%
Value ($000) $17 Shares 23 Est. Cost $608.62 Unrealized +23.0%
FIVE FIVE BELOW INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $190.98 Unrealized +3.0%
BCE BCE INC 0.0%
Value ($000) $16 Shares 317 Est. Cost $35.06 Unrealized +8.5%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $16 Shares 864 Est. Cost $19.68 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.60 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $16 Shares 155 Est. Cost $93.06 Unrealized -2.2%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $16 Shares 751 Est. Cost $22.64 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $15 Shares 70 Est. Cost $171.43 Unrealized
RPD RAPID7 INC 0.0%
Value ($000) $15 Shares 130 Est. Cost $84.22 Unrealized +46.5%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $15 Shares 39 Est. Cost $356.48 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $15 Shares 99 Est. Cost $31.00 Unrealized +19.7%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $15 Shares 180 Est. Cost $77.15 Unrealized +0.8%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $14 Shares 176 Est. Cost $79.55 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $14 Shares 55 Est. Cost $201.02 Unrealized +21.1%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $14 Shares 104 Est. Cost $124.99 Unrealized -5.2%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $14 Shares 28 Est. Cost $313.37 Unrealized +37.6%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $14 Shares 34 Est. Cost $449.61 Unrealized -16.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $14 Shares 77 Est. Cost $147.75 Unrealized +10.8%
TTC TORO CO 0.0%
Value ($000) $13 Shares 135 Est. Cost $109.93 Unrealized -9.4%
NVS NOVARTIS AG 0.0%
Value ($000) $13 Shares 150 Est. Cost $85.33 Unrealized
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $13 Shares 656 Est. Cost $20.61 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $13 Shares 200 Est. Cost $57.72 Unrealized +14.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $13 Shares 115 Est. Cost $86.96 Unrealized
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $13 Shares 1,006 Est. Cost $12.92 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $13 Shares 170 Est. Cost $78.52 Unrealized -0.1%
LAD LITHIA MTRS INC 0.0%
Value ($000) $13 Shares 45 Est. Cost $361.63 Unrealized -14.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $12 Shares 253 Est. Cost $46.63 Unrealized -12.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $128.83 Unrealized +8.3%
RBC RBC BEARINGS INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $197.53 Unrealized +8.8%
OGN ORGANON & CO 0.0%
Value ($000) $11 Shares 363 Est. Cost $26.95 Unrealized +0.1%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $11 Shares 175 Est. Cost $57.14 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 501 Est. Cost $21.96 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 503 Est. Cost $21.87 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 504 Est. Cost $21.83 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $11 Shares 39 Est. Cost $318.32 Unrealized -11.7%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $11 Shares 140 Est. Cost $73.14 Unrealized +5.2%
SUB ISHARES TR 0.0%
Value ($000) $11 Shares 104 Est. Cost $105.77 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $11 Shares 98 Est. Cost $118.36 Unrealized -9.9%
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 +0.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $11 Shares 220 Est. Cost $38.96 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $11 Shares 260 Est. Cost $43.68 Unrealized 0.0%
GLOB GLOBANT S A 0.0%
Value ($000) $11 Shares 35 Est. Cost $219.78 Unrealized +34.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $10 Shares 123 Est. Cost $81.30 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $10 Shares 180 Est. Cost $51.03 Unrealized 0.0%
STAG STAG INDL INC 0.0%
Value ($000) $10 Shares 206 Est. Cost $38.83 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.94 Unrealized 0.0%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $10 Shares 600 Est. Cost $16.67 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $10 Shares 40 Est. Cost $270.30 Unrealized -18.6%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $10 Shares 44 Est. Cost $239.17 Unrealized +1.2%
KR KROGER CO 0.0%
Value ($000) $10 Shares 221 Est. Cost $34.11 Unrealized +12.8%
VTRS VIATRIS INC 0.0%
Value ($000) $10 Shares 734 Est. Cost $11.87 Unrealized -6.3%
TXNM PNM RES INC 0.0%
Value ($000) $10 Shares 230 Est. Cost $49.20 Unrealized -2.3%
MTUM ISHARES TR 0.0%
Value ($000) $9 Shares 49 Est. Cost $183.67 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $9 Shares 142 Est. Cost $51.87 Unrealized +15.2%
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $9 Shares 591 Est. Cost $16.50 Unrealized -8.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 40 Est. Cost $209.17 Unrealized -7.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $9 Shares 13 Est. Cost $756.48 Unrealized 0.0%
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 +8.8%
GGG GRACO INC 0.0%
Value ($000) $9 Shares 115 Est. Cost $70.76 Unrealized +1.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 64 Est. Cost $126.39 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.45 Unrealized -2.9%
AURORA CANNABIS INC 0.0%
Value ($000) $8 Shares 1,481 Est. Cost $9.16 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 112 Est. Cost $71.43 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $205.72 Unrealized +13.5%
PODD INSULET CORP 0.0%
Value ($000) $8 Shares 30 Est. Cost $271.83 Unrealized +6.7%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $8 Shares 62 Est. Cost $112.90 Unrealized
IXP ISHARES TR 0.0%
Value ($000) $8 Shares 103 Est. Cost $88.89 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $143.90 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value ($000) $7 Shares 49 Est. Cost $122.45 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 92 Est. Cost $70.57 Unrealized -8.3%
VST VISTRA CORP 0.0%
Value ($000) $7 Shares 306 Est. Cost $15.68 Unrealized +18.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $7 Shares 81 Est. Cost $162.03 Unrealized -26.2%
O REALTY INCOME CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $51.83 Unrealized +6.8%
FAST FASTENAL CO 0.0%
Value ($000) $7 Shares 106 Est. Cost $23.29 Unrealized +14.5%
ISTB ISHARES TR 0.0%
Value ($000) $7 Shares 142 Est. Cost $49.30 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $7 Shares 16 Est. Cost $347.43 Unrealized +33.6%
IHS MARKIT LTD 0.0%
Value ($000) $7 Shares 51 Est. Cost $117.65 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $170.00 Unrealized
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $7 Shares 256 Est. Cost $27.66 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 19 Est. Cost $315.79 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $6 Shares 274 Est. Cost $12.51 Unrealized +11.7%
VEEV VEEVA SYS INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $278.75 Unrealized +4.3%
HEI HEICO CORP NEW 0.0%
Value ($000) $6 Shares 40 Est. Cost $137.98 Unrealized +2.2%
ANSYS INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $357.14 Unrealized
UNB UNION BANKSHARES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.44 Unrealized -5.9%
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.67 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $6 Shares 125 Est. Cost $41.56 Unrealized +5.8%
WRB BERKLEY W R CORP 0.0%
Value ($000) $6 Shares 75 Est. Cost $30.80 Unrealized +3.9%
ARKW ARK ETF TR 0.0%
Value ($000) $6 Shares 50 Est. Cost $160.00 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $6 Shares 5 Est. Cost $1198.75 Unrealized +5.3%
TRGP TARGA RES CORP 0.0%
Value ($000) $6 Shares 117 Est. Cost $35.24 Unrealized +39.1%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $6 Shares 110 Est. Cost $86.12 Unrealized -29.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $6 Shares 72 Est. Cost $28.83 Unrealized +1.3%
LQD ISHARES TR 0.0%
Value ($000) $6 Shares 43 Est. Cost $139.53 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $172.13 Unrealized +23.4%
KAMAN CORP 0.0%
Value ($000) $6 Shares 134 Est. Cost $44.78 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $5 Shares 1,215 Est. Cost $4.94 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $5 Shares 75 Est. Cost $66.67 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $121.23 Unrealized +6.6%
SDY SPDR SER TR 0.0%
Value ($000) $5 Shares 40 Est. Cost $119.72 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $5 Shares 31 Est. Cost $159.33 Unrealized +5.1%
UI UBIQUITI INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $304.47 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $5 Shares 276 Est. Cost $18.12 Unrealized
TREEHOUSE FOODS INC 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $5 Shares 135 Est. Cost $32.91 Unrealized +0.8%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 423 Est. Cost $11.45 Unrealized +7.2%
PII POLARIS INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $135.56 Unrealized -13.1%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $5 Shares 174 Est. Cost $32.98 Unrealized -5.7%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $52.88 Unrealized +4.5%
BROOKFIELD ASSET MGMT REINS 0.0%
Value ($000) $5 Shares 81 Est. Cost $61.73 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $5 Shares 600 Est. Cost $9.16 Unrealized -20.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $109.21 Unrealized +6.2%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $4 Shares 270 Est. Cost $18.52 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $4 Shares 50 Est. Cost $121.62 Unrealized -28.2%
STIP ISHARES TR 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.56 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $4 Shares 8 Est. Cost $472.75 Unrealized +0.1%
EPR EPR PPTYS 0.0%
Value ($000) $3 Shares 68 Est. Cost $58.82 Unrealized
DRIL-QUIP INC 0.0%
Value ($000) $3 Shares 170 Est. Cost $35.29 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $3 Shares 333 Est. Cost $24.35 Unrealized
MANDIANT INC 0.0%
Value ($000) $3 Shares 153 Est. Cost $19.61 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $46.98 Unrealized +8.9%
TWLO TWILIO INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $347.16 Unrealized -13.9%
TILRAY INC 0.0%
Value ($000) $3 Shares 406 Est. Cost $17.42 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.75 Unrealized -2.9%
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $3 Shares 265 Est. Cost $15.09 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
AMEDISYS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $235.29 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $215.19 Unrealized +13.2%
METV LISTED FD TR 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
SFIX STITCH FIX INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $51.20 Unrealized -44.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $2 Shares 28 Est. Cost $107.14 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $185.07 Unrealized +30.2%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 146 Est. Cost $13.72 Unrealized -3.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $139.03 Unrealized +9.1%
INVITAE CORP 0.0%
Value ($000) $2 Shares 121 Est. Cost $33.06 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
NIKOLA CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $20.00 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $49.32 Unrealized 0.0%
API AGORA INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 129 Est. Cost $10.04 Unrealized +3.2%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $56.82 Unrealized -23.5%
TWITTER INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $29.61 Unrealized -12.5%
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 16 Est. Cost $27.68 Unrealized -3.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $26.31 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $353.72 Unrealized -23.7%
ERIC ERICSSON 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.29 Unrealized -3.1%
DDOG DATADOG INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $90.34 Unrealized +87.9%
WAB WABTEC 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.07 Unrealized +13.3%
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
ZYNGA INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.09 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.65 Unrealized +2.3%
MACQUARIE INFRASTR HOLD LLC 0.0%
Value ($000) $1 Shares 300 Est. Cost $36.67 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $21.59 Unrealized 0.0%
PAYSAFE LIMITED 0.0%
Value ($000) $1 Shares 272 Est. Cost $11.03 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.19 Unrealized +32.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $156.58 Unrealized -9.3%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 5 Est. Cost $333.04 Unrealized -29.4%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $41.24 Unrealized +5.6%
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
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.06 Unrealized +12.3%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
HUYA HUYA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $27.42 Unrealized +53.7%
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
METROMILE INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $10.00 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.04 Unrealized -13.5%
REMARK HLDGS INC 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
JQUA J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.21 Unrealized -4.4%
DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DISCOVERY INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $47.62 Unrealized