West Branch Capital LLC Diversified Active

CIK: 0001738723 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 3, 2022

Total Value ($000): $209,285 (100.0% shares, 0.0% debt)

Holdings (441)

AAPL APPLE INC 11.7%
Value ($000) $24,480 Shares 140,200 Est. Cost $89.42 Unrealized +84.3%
MSFT MICROSOFT CORP 6.6%
Value ($000) $13,791 Shares 44,730 Est. Cost $116.06 Unrealized +151.1%
AMZN AMAZON COM INC 5.9%
Value ($000) $12,307 Shares 3,775 Est. Cost $78.46 Unrealized +96.9%
NVDA NVIDIA CORPORATION 5.6%
Value ($000) $11,664 Shares 42,746 Est. Cost $16.87 Unrealized +48.4%
GOOGL ALPHABET INC 5.4%
Value ($000) $11,298 Shares 4,062 Est. Cost $59.02 Unrealized +128.4%
SPY SPDR S&P 500 ETF TR 4.7%
Value ($000) $9,860 Shares 21,832 Est. Cost $267.00 Unrealized
PG PROCTER AND GAMBLE CO 4.1%
Value ($000) $8,536 Shares 55,866 Est. Cost $118.84 Unrealized +19.6%
MOG/B MOOG INC 2.5%
Value ($000) $5,274 Shares 60,114 Est. Cost $80.08 Unrealized -2.2%
ABBV ABBVIE INC 2.2%
Value ($000) $4,684 Shares 28,894 Est. Cost $73.73 Unrealized +71.5%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $4,059 Shares 22,900 Est. Cost $112.10 Unrealized +35.4%
IVV ISHARES TR 1.9%
Value ($000) $4,011 Shares 8,841 Est. Cost $323.28 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $4,005 Shares 29,381 Est. Cost $92.97 Unrealized +43.8%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $3,800 Shares 7,451 Est. Cost $221.69 Unrealized +103.5%
V VISA INC 1.8%
Value ($000) $3,742 Shares 16,874 Est. Cost $152.26 Unrealized +38.0%
HD HOME DEPOT INC 1.6%
Value ($000) $3,259 Shares 10,888 Est. Cost $176.71 Unrealized +77.7%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $3,233 Shares 63,460 Est. Cost $33.95 Unrealized +22.2%
META META PLATFORMS INC 1.5%
Value ($000) $3,109 Shares 13,981 Est. Cost $206.85 Unrealized +20.0%
TSLA TESLA INC 1.5%
Value ($000) $3,040 Shares 2,821 Est. Cost $197.61 Unrealized +57.6%
PFE PFIZER INC 1.3%
Value ($000) $2,697 Shares 52,103 Est. Cost $25.59 Unrealized +66.0%
ORCL ORACLE CORP 1.3%
Value ($000) $2,649 Shares 32,015 Est. Cost $48.62 Unrealized +58.3%
WMT WALMART INC 1.2%
Value ($000) $2,518 Shares 16,906 Est. Cost $37.42 Unrealized +19.2%
INTC INTEL CORP 1.2%
Value ($000) $2,440 Shares 49,234 Est. Cost $42.78 Unrealized +7.9%
DIS DISNEY WALT CO 1.0%
Value ($000) $2,181 Shares 15,898 Est. Cost $109.86 Unrealized +28.6%
PEP PEPSICO INC 0.9%
Value ($000) $1,936 Shares 11,564 Est. Cost $108.86 Unrealized +36.3%
CSCO CISCO SYS INC 0.9%
Value ($000) $1,893 Shares 33,955 Est. Cost $35.97 Unrealized +39.8%
VBR VANGUARD INDEX FDS 0.9%
Value ($000) $1,831 Shares 10,405 Est. Cost $129.42 Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $1,826 Shares 5,109 Est. Cost $285.81 Unrealized +23.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $1,791 Shares 3,932 Est. Cost $347.07 Unrealized +38.6%
MOG/A MOOG INC 0.8%
Value ($000) $1,773 Shares 20,194 Est. Cost $79.95 Unrealized -2.0%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,705 Shares 6,893 Est. Cost $144.74 Unrealized +57.4%
CRM SALESFORCE COM INC 0.8%
Value ($000) $1,686 Shares 7,942 Est. Cost $156.18 Unrealized +36.1%
ABT ABBOTT LABS 0.8%
Value ($000) $1,685 Shares 14,233 Est. Cost $71.97 Unrealized +60.3%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,681 Shares 20,359 Est. Cost $44.72 Unrealized +51.8%
NFLX NETFLIX INC 0.8%
Value ($000) $1,595 Shares 4,259 Est. Cost $39.44 Unrealized +5.6%
BAC BK OF AMERICA CORP 0.8%
Value ($000) $1,576 Shares 38,223 Est. Cost $25.35 Unrealized +61.0%
UNP UNION PAC CORP 0.7%
Value ($000) $1,471 Shares 5,383 Est. Cost $117.74 Unrealized +95.8%
KO COCA COLA CO 0.7%
Value ($000) $1,442 Shares 23,265 Est. Cost $42.71 Unrealized +26.6%
MRK MERCK & CO INC 0.6%
Value ($000) $1,283 Shares 15,640 Est. Cost $65.17 Unrealized +7.2%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $1,240 Shares 2,099 Est. Cost $380.37 Unrealized +49.4%
NKE NIKE INC 0.6%
Value ($000) $1,224 Shares 9,093 Est. Cost $96.86 Unrealized +36.2%
BLACKROCK INC 0.6%
Value ($000) $1,194 Shares 1,563 Est. Cost $517.79 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,123 Shares 9,711 Est. Cost $135.84 Unrealized -2.3%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $1,120 Shares 23,928 Est. Cost $36.24 Unrealized +18.2%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,088 Shares 9,696 Est. Cost $83.72 Unrealized
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $967 Shares 412 Est. Cost $1933.58 Unrealized +18.9%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $922 Shares 4,054 Est. Cost $107.77 Unrealized +82.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $866 Shares 1,963 Est. Cost $270.08 Unrealized +35.2%
LLY LILLY ELI & CO 0.4%
Value ($000) $815 Shares 2,845 Est. Cost $201.12 Unrealized +23.6%
MTB M & T BK CORP 0.4%
Value ($000) $763 Shares 4,499 Est. Cost $127.93 Unrealized +21.5%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $757 Shares 1,315 Est. Cost $308.95 Unrealized +62.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $687 Shares 4,217 Est. Cost $85.15 Unrealized +44.2%
T AT&T INC 0.3%
Value ($000) $637 Shares 26,951 Est. Cost $16.35 Unrealized -8.8%
GOOG ALPHABET INC 0.3%
Value ($000) $612 Shares 219 Est. Cost $55.36 Unrealized +143.8%
SHV ISHARES TR 0.3%
Value ($000) $579 Shares 5,252 Est. Cost $110.42 Unrealized
GLW CORNING INC 0.3%
Value ($000) $567 Shares 15,358 Est. Cost $22.51 Unrealized +55.2%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $546 Shares 11,261 Est. Cost $35.63 Unrealized +36.1%
SYY SYSCO CORP 0.2%
Value ($000) $513 Shares 6,279 Est. Cost $53.53 Unrealized +35.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $414 Shares 5,514 Est. Cost $57.06 Unrealized +20.9%
CSX CSX CORP 0.2%
Value ($000) $398 Shares 10,617 Est. Cost $27.49 Unrealized +21.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $368 Shares 886 Est. Cost $431.35 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value ($000) $367 Shares 3,815 Est. Cost $83.46 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $359 Shares 4,359 Est. Cost $87.24 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $344 Shares 2,266 Est. Cost $70.33 Unrealized +109.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $338 Shares 3,409 Est. Cost $56.22 Unrealized +54.3%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $317 Shares 1,392 Est. Cost $144.14 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $317 Shares 1,816 Est. Cost $83.03 Unrealized +84.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $310 Shares 2,780 Est. Cost $71.02 Unrealized +25.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $308 Shares 4,211 Est. Cost $46.33 Unrealized +22.7%
ITOT ISHARES TR 0.1%
Value ($000) $296 Shares 2,928 Est. Cost $77.48 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $278 Shares 2,636 Est. Cost $73.84 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $277 Shares 3,035 Est. Cost $72.18 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.1%
Value ($000) $259 Shares 13,939 Est. Cost $17.12 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $253 Shares 887 Est. Cost $125.28 Unrealized +101.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $251 Shares 2,650 Est. Cost $65.18 Unrealized +16.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $249 Shares 2,498 Est. Cost $79.15 Unrealized +13.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $245 Shares 1,145 Est. Cost $127.10 Unrealized +39.4%
SOXX ISHARES TR 0.1%
Value ($000) $237 Shares 501 Est. Cost $542.91 Unrealized
SRE SEMPRA 0.1%
Value ($000) $236 Shares 1,404 Est. Cost $58.75 Unrealized +8.0%
IJK ISHARES TR 0.1%
Value ($000) $223 Shares 2,892 Est. Cost $119.36 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $212 Shares 876 Est. Cost $145.72 Unrealized +39.5%
IVE ISHARES TR 0.1%
Value ($000) $211 Shares 1,355 Est. Cost $147.60 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $203 Shares 2,080 Est. Cost $111.64 Unrealized
IVOL KRANESHARES TR 0.1%
Value ($000) $201 Shares 7,840 Est. Cost $28.49 Unrealized
HPQ HP INC 0.1%
Value ($000) $194 Shares 5,352 Est. Cost $27.18 Unrealized +17.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $193 Shares 571 Est. Cost $320.44 Unrealized -0.6%
IJR ISHARES TR 0.1%
Value ($000) $190 Shares 1,758 Est. Cost $108.45 Unrealized
IAU GOLD TR 0.1%
Value ($000) $184 Shares 5,000 Est. Cost $33.80 Unrealized
DE DEERE & CO 0.1%
Value ($000) $179 Shares 432 Est. Cost $342.83 Unrealized +5.9%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $176 Shares 3,546 Est. Cost $51.66 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $176 Shares 2,624 Est. Cost $60.98 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $175 Shares 1,057 Est. Cost $158.94 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $175 Shares 852 Est. Cost $163.64 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $174 Shares 3,447 Est. Cost $50.88 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $167 Shares 904 Est. Cost $159.37 Unrealized +9.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $165 Shares 884 Est. Cost $147.87 Unrealized +16.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $159 Shares 983 Est. Cost $102.35 Unrealized +32.3%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $157 Shares 2,892 Est. Cost $49.04 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $155 Shares 1,553 Est. Cost $72.72 Unrealized +8.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $154 Shares 1,007 Est. Cost $122.15 Unrealized +25.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $152 Shares 518 Est. Cost $263.05 Unrealized -6.6%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $152 Shares 1,500 Est. Cost $103.33 Unrealized
UNILEVER PLC 0.1%
Value ($000) $141 Shares 3,105 Est. Cost $58.20 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $135 Shares 648 Est. Cost $195.96 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $135 Shares 1,527 Est. Cost $70.29 Unrealized +3.7%
AGG ISHARES TR 0.1%
Value ($000) $134 Shares 1,250 Est. Cost $115.20 Unrealized
MMM 3M CO 0.1%
Value ($000) $134 Shares 902 Est. Cost $129.75 Unrealized -11.7%
DGRO ISHARES TR 0.1%
Value ($000) $134 Shares 2,503 Est. Cost $50.30 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $133 Shares 595 Est. Cost $153.98 Unrealized +26.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $132 Shares 1,554 Est. Cost $66.51 Unrealized +8.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $130 Shares 367 Est. Cost $283.39 Unrealized +14.1%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $127 Shares 950 Est. Cost $100.93 Unrealized +14.7%
REAVES UTIL INCOME FD 0.1%
Value ($000) $126 Shares 3,649 Est. Cost $34.23 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.1%
Value ($000) $126 Shares 3,654 Est. Cost $43.90 Unrealized -17.2%
C CITIGROUP INC 0.1%
Value ($000) $125 Shares 2,345 Est. Cost $56.18 Unrealized -4.8%
VFC V F CORP 0.1%
Value ($000) $115 Shares 2,017 Est. Cost $83.35 Unrealized -25.6%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $115 Shares 3,000 Est. Cost $38.33 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $114 Shares 619 Est. Cost $150.03 Unrealized -2.9%
IJH ISHARES TR 0.1%
Value ($000) $112 Shares 418 Est. Cost $268.56 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $111 Shares 1,000 Est. Cost $111.00 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $110 Shares 789 Est. Cost $139.74 Unrealized -3.6%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $109 Shares 450 Est. Cost $170.87 Unrealized +19.9%
CB CHUBB LIMITED 0.1%
Value ($000) $109 Shares 510 Est. Cost $155.25 Unrealized +24.3%
F FORD MTR CO DEL 0.1%
Value ($000) $107 Shares 6,317 Est. Cost $12.21 Unrealized +19.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $104 Shares 1,025 Est. Cost $71.84 Unrealized +28.1%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $103 Shares 1,938 Est. Cost $53.66 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $103 Shares 839 Est. Cost $112.39 Unrealized +1.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $103 Shares 2,307 Est. Cost $52.41 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $103 Shares 1,032 Est. Cost $80.62 Unrealized +2.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $102 Shares 807 Est. Cost $110.75 Unrealized +4.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $101 Shares 518 Est. Cost $192.16 Unrealized -11.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $101 Shares 1,030 Est. Cost $77.81 Unrealized +12.4%
IVW ISHARES TR 0.0%
Value ($000) $98 Shares 1,286 Est. Cost $72.88 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $98 Shares 2,341 Est. Cost $43.85 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $95 Shares 382 Est. Cost $260.73 Unrealized -11.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $92 Shares 610 Est. Cost $151.44 Unrealized -14.8%
IXUS ISHARES TR 0.0%
Value ($000) $92 Shares 1,384 Est. Cost $73.59 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $91 Shares 1,717 Est. Cost $47.72 Unrealized +0.2%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $90 Shares 484 Est. Cost $178.14 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $88 Shares 1,034 Est. Cost $62.68 Unrealized +6.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $88 Shares 1,044 Est. Cost $68.51 Unrealized +19.7%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $87 Shares 825 Est. Cost $82.78 Unrealized +23.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $85 Shares 659 Est. Cost $133.21 Unrealized -13.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $85 Shares 900 Est. Cost $77.83 Unrealized +6.4%
UNM UNUM GROUP 0.0%
Value ($000) $85 Shares 2,709 Est. Cost $29.39 Unrealized -4.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $84 Shares 1,331 Est. Cost $54.62 Unrealized +7.4%
IEO ISHARES TR 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $84.00 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $83 Shares 600 Est. Cost $115.30 Unrealized -0.9%
IWO ISHARES TR 0.0%
Value ($000) $83 Shares 323 Est. Cost $311.94 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $81 Shares 893 Est. Cost $55.76 Unrealized +24.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $81 Shares 595 Est. Cost $88.28 Unrealized +24.3%
IWF ISHARES TR 0.0%
Value ($000) $78 Shares 281 Est. Cost $270.46 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $78 Shares 430 Est. Cost $166.46 Unrealized
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $78 Shares 1,448 Est. Cost $73.83 Unrealized -12.5%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $76 Shares 1,750 Est. Cost $39.97 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $76 Shares 830 Est. Cost $101.66 Unrealized -15.5%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $75 Shares 300 Est. Cost $221.06 Unrealized -2.8%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $75 Shares 179 Est. Cost $396.65 Unrealized
FISV FISERV INC 0.0%
Value ($000) $74 Shares 730 Est. Cost $116.26 Unrealized -12.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $73 Shares 200 Est. Cost $329.33 Unrealized -1.2%
VNO VORNADO RLTY TR 0.0%
Value ($000) $72 Shares 1,594 Est. Cost $46.42 Unrealized
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $71 Shares 4,344 Est. Cost $17.03 Unrealized
KELLOGG CO 0.0%
Value ($000) $71 Shares 1,100 Est. Cost $51.54 Unrealized +2.0%
SHEL SHELL PLC 0.0%
Value ($000) $71 Shares 1,300 Est. Cost $54.62 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $68 Shares 360 Est. Cost $244.57 Unrealized
LINDE PLC 0.0%
Value ($000) $68 Shares 214 Est. Cost $289.72 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $68 Shares 1,148 Est. Cost $55.86 Unrealized -1.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $65 Shares 410 Est. Cost $128.55 Unrealized +10.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $64 Shares 850 Est. Cost $73.43 Unrealized -1.5%
SO SOUTHERN CO 0.0%
Value ($000) $64 Shares 881 Est. Cost $53.86 Unrealized +9.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $63 Shares 396 Est. Cost $118.79 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $63 Shares 1,215 Est. Cost $33.97 Unrealized +9.3%
NOW SERVICENOW INC 0.0%
Value ($000) $60 Shares 107 Est. Cost $101.38 Unrealized +10.5%
ACWX ISHARES TR 0.0%
Value ($000) $60 Shares 1,150 Est. Cost $57.39 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $60 Shares 773 Est. Cost $78.91 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $60 Shares 213 Est. Cost $249.16 Unrealized +7.7%
NTAP NETAPP INC 0.0%
Value ($000) $59 Shares 710 Est. Cost $69.83 Unrealized +13.3%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $57 Shares 344 Est. Cost $144.67 Unrealized +1.0%
STT STATE STR CORP 0.0%
Value ($000) $57 Shares 650 Est. Cost $72.44 Unrealized +11.8%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $57 Shares 313 Est. Cost $164.21 Unrealized -4.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $56 Shares 1,290 Est. Cost $56.71 Unrealized -15.1%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $54 Shares 600 Est. Cost $63.08 Unrealized +19.4%
TLT ISHARES TR 0.0%
Value ($000) $54 Shares 408 Est. Cost $143.21 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $53 Shares 145 Est. Cost $359.86 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $52 Shares 400 Est. Cost $164.03 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $51 Shares 140 Est. Cost $369.50 Unrealized -2.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $115.22 Unrealized -47.2%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $50 Shares 318 Est. Cost $159.02 Unrealized -2.3%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $48 Shares 1,128 Est. Cost $87.00 Unrealized -48.7%
IWS ISHARES TR 0.0%
Value ($000) $48 Shares 404 Est. Cost $113.86 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $46 Shares 500 Est. Cost $99.90 Unrealized -8.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $46 Shares 153 Est. Cost $235.22 Unrealized +21.4%
DUKE REALTY CORP 0.0%
Value ($000) $46 Shares 800 Est. Cost $47.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $45 Shares 280 Est. Cost $153.57 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $45 Shares 902 Est. Cost $48.83 Unrealized +9.2%
SPYG SPDR SER TR 0.0%
Value ($000) $43 Shares 650 Est. Cost $63.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $43 Shares 329 Est. Cost $113.44 Unrealized -1.2%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $43 Shares 105 Est. Cost $326.67 Unrealized +18.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $41 Shares 575 Est. Cost $59.92 Unrealized +0.8%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $40 Shares 475 Est. Cost $71.48 Unrealized +7.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $39 Shares 94 Est. Cost $373.47 Unrealized +5.5%
VMWARE INC 0.0%
Value ($000) $39 Shares 345 Est. Cost $159.42 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $38 Shares 191 Est. Cost $146.61 Unrealized +10.9%
EIS ISHARES INC 0.0%
Value ($000) $37 Shares 500 Est. Cost $70.00 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $37 Shares 228 Est. Cost $166.67 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $30.83 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 330 Est. Cost $103.03 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $35 Shares 164 Est. Cost $205.35 Unrealized -6.8%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $34 Shares 499 Est. Cost $80.16 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $34 Shares 2,300 Est. Cost $19.37 Unrealized -25.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $33 Shares 125 Est. Cost $243.53 Unrealized +1.9%
BARCLAYS BANK PLC 0.0%
Value ($000) $32 Shares 522 Est. Cost $48.92 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $32 Shares 267 Est. Cost $82.78 Unrealized +26.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $30 Shares 230 Est. Cost $112.78 Unrealized +12.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $30 Shares 335 Est. Cost $104.48 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $30 Shares 275 Est. Cost $195.04 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $29 Shares 304 Est. Cost $72.96 Unrealized +6.7%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $29 Shares 1,447 Est. Cost $24.18 Unrealized -13.1%
NI NISOURCE INC 0.0%
Value ($000) $29 Shares 910 Est. Cost $21.80 Unrealized +17.0%
IUSB ISHARES TR 0.0%
Value ($000) $28 Shares 557 Est. Cost $52.73 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $28 Shares 309 Est. Cost $62.95 Unrealized -7.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $27 Shares 453 Est. Cost $74.12 Unrealized -21.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 107 Est. Cost $199.30 Unrealized +7.7%
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $27 Shares 87 Est. Cost $342.45 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $27 Shares 346 Est. Cost $71.71 Unrealized +4.7%
IWP ISHARES TR 0.0%
Value ($000) $26 Shares 256 Est. Cost $113.73 Unrealized
BOH BANK HAWAII CORP 0.0%
Value ($000) $25 Shares 300 Est. Cost $73.12 Unrealized -1.2%
STARRY GROUP HOLDINGS INC 0.0%
Value ($000) $25 Shares 3,000 Est. Cost $8.33 Unrealized
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $25 Shares 864 Est. Cost $31.25 Unrealized
AGL AGILON HEALTH INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $34.17 Unrealized -39.7%
LOW LOWES COS INC 0.0%
Value ($000) $24 Shares 120 Est. Cost $179.51 Unrealized +18.9%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $24 Shares 715 Est. Cost $29.95 Unrealized -5.4%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $23 Shares 65 Est. Cost $343.63 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $23 Shares 204 Est. Cost $109.50 Unrealized -14.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $23 Shares 125 Est. Cost $152.84 Unrealized +3.9%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 106 Est. Cost $220.01 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $23 Shares 216 Est. Cost $84.53 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $23 Shares 108 Est. Cost $150.65 Unrealized +22.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $23 Shares 56 Est. Cost $498.37 Unrealized -7.8%
ECL ECOLAB INC 0.0%
Value ($000) $22 Shares 122 Est. Cost $206.33 Unrealized -13.0%
BX BLACKSTONE INC 0.0%
Value ($000) $22 Shares 171 Est. Cost $116.12 Unrealized -7.7%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $22 Shares 332 Est. Cost $54.10 Unrealized +14.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $22 Shares 490 Est. Cost $41.98 Unrealized +6.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $21 Shares 127 Est. Cost $147.67 Unrealized +2.4%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $20 Shares 255 Est. Cost $94.12 Unrealized
IT GARTNER INC 0.0%
Value ($000) $19 Shares 64 Est. Cost $218.76 Unrealized +32.4%
WSO WATSCO INC 0.0%
Value ($000) $19 Shares 63 Est. Cost $286.30 Unrealized -0.4%
CATALENT INC 0.0%
Value ($000) $19 Shares 170 Est. Cost $105.88 Unrealized
SAM BOSTON BEER INC 0.0%
Value ($000) $19 Shares 50 Est. Cost $1122.26 Unrealized -62.8%
EXPO EXPONENT INC 0.0%
Value ($000) $18 Shares 170 Est. Cost $88.68 Unrealized +3.6%
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 +7.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $18 Shares 355 Est. Cost $50.90 Unrealized -0.3%
NVS NOVARTIS AG 0.0%
Value ($000) $18 Shares 200 Est. Cost $86.50 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 41 Est. Cost $424.94 Unrealized +5.8%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $17 Shares 864 Est. Cost $19.68 Unrealized
CSM PROSHARES TR 0.0%
Value ($000) $17 Shares 320 Est. Cost $82.42 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $17 Shares 101 Est. Cost $205.06 Unrealized -17.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $17 Shares 81 Est. Cost $205.01 Unrealized -0.7%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $17 Shares 2,018 Est. Cost $4.69 Unrealized +6.4%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $16 Shares 751 Est. Cost $22.64 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $16 Shares 180 Est. Cost $77.15 Unrealized -1.2%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $16 Shares 104 Est. Cost $124.99 Unrealized +3.7%
RPD RAPID7 INC 0.0%
Value ($000) $14 Shares 130 Est. Cost $84.22 Unrealized +19.2%
LAD LITHIA MTRS INC 0.0%
Value ($000) $14 Shares 45 Est. Cost $361.63 Unrealized -13.7%
EXC EXELON CORP 0.0%
Value ($000) $14 Shares 289 Est. Cost $27.36 Unrealized +34.6%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $8.60 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $13 Shares 115 Est. Cost $86.96 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $13 Shares 363 Est. Cost $26.95 Unrealized +6.0%
RPM RPM INTL INC 0.0%
Value ($000) $13 Shares 155 Est. Cost $93.06 Unrealized -7.8%
BIO BIO RAD LABS INC 0.0%
Value ($000) $13 Shares 23 Est. Cost $608.62 Unrealized -1.0%
POOL POOL CORP 0.0%
Value ($000) $13 Shares 30 Est. Cost $398.28 Unrealized +11.4%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $150.00 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $13 Shares 170 Est. Cost $78.52 Unrealized -15.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $13 Shares 39 Est. Cost $356.48 Unrealized -10.3%
TTC TORO CO 0.0%
Value ($000) $12 Shares 135 Est. Cost $109.93 Unrealized -15.3%
NDSN NORDSON CORP 0.0%
Value ($000) $12 Shares 55 Est. Cost $201.02 Unrealized +9.1%
FIVE FIVE BELOW INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $190.98 Unrealized -12.7%
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $12 Shares 1,006 Est. Cost $12.92 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $12 Shares 260 Est. Cost $43.68 Unrealized -6.4%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $12 Shares 28 Est. Cost $313.37 Unrealized +29.7%
SUI SUN CMNTYS INC 0.0%
Value ($000) $12 Shares 70 Est. Cost $171.43 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $12 Shares 34 Est. Cost $449.61 Unrealized -23.5%
CPRT COPART INC 0.0%
Value ($000) $12 Shares 99 Est. Cost $31.00 Unrealized +2.4%
RBC RBC BEARINGS INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $197.53 Unrealized -3.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $12 Shares 77 Est. Cost $147.75 Unrealized -2.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $12 Shares 44 Est. Cost $222.12 Unrealized +8.5%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $11 Shares 140 Est. Cost $73.14 Unrealized +6.9%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $11 Shares 220 Est. Cost $38.96 Unrealized +0.9%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 504 Est. Cost $21.83 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $11 Shares 104 Est. Cost $105.77 Unrealized
TXNM PNM RES INC 0.0%
Value ($000) $11 Shares 230 Est. Cost $49.20 Unrealized -7.5%
DOW DOW INC 0.0%
Value ($000) $11 Shares 168 Est. Cost $49.95 Unrealized -3.4%
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $11 Shares 672 Est. Cost $20.51 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $10 Shares 501 Est. Cost $21.96 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $10 Shares 123 Est. Cost $81.30 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $10 Shares 142 Est. Cost $51.87 Unrealized +22.0%
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 501 Est. Cost $21.96 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 503 Est. Cost $21.87 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $128.83 Unrealized +3.1%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $10 Shares 175 Est. Cost $57.14 Unrealized
PII POLARIS INC 0.0%
Value ($000) $9 Shares 86 Est. Cost $124.26 Unrealized -8.3%
EPAM EPAM SYS INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $468.62 Unrealized -16.3%
STAG STAG INDL INC 0.0%
Value ($000) $9 Shares 206 Est. Cost $38.83 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $9 Shares 150 Est. Cost $65.06 Unrealized -2.8%
TRGP TARGA RES CORP 0.0%
Value ($000) $9 Shares 117 Est. Cost $35.24 Unrealized +64.7%
FDX FEDEX CORP 0.0%
Value ($000) $9 Shares 40 Est. Cost $270.30 Unrealized -20.1%
GLOB GLOBANT S A 0.0%
Value ($000) $9 Shares 35 Est. Cost $219.78 Unrealized +15.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 64 Est. Cost $126.39 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $66.94 Unrealized -19.8%
GGG GRACO INC 0.0%
Value ($000) $8 Shares 115 Est. Cost $70.76 Unrealized -3.3%
MTUM ISHARES TR 0.0%
Value ($000) $8 Shares 49 Est. Cost $183.67 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $205.72 Unrealized +8.9%
BCE BCE INC 0.0%
Value ($000) $8 Shares 141 Est. Cost $35.06 Unrealized +14.1%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $8 Shares 600 Est. Cost $16.67 Unrealized
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $8 Shares 256 Est. Cost $27.66 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 92 Est. Cost $70.57 Unrealized +3.2%
PODD INSULET CORP 0.0%
Value ($000) $8 Shares 30 Est. Cost $271.83 Unrealized -9.7%
IXP ISHARES TR 0.0%
Value ($000) $8 Shares 103 Est. Cost $88.89 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $8 Shares 62 Est. Cost $112.90 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value ($000) $8 Shares 44 Est. Cost $239.17 Unrealized -17.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 112 Est. Cost $71.43 Unrealized
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $7 Shares 591 Est. Cost $16.50 Unrealized -15.2%
ISTB ISHARES TR 0.0%
Value ($000) $7 Shares 142 Est. Cost $49.30 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $7 Shares 306 Est. Cost $15.68 Unrealized +31.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $7 Shares 93 Est. Cost $29.11 Unrealized +3.3%
VTRS VIATRIS INC 0.0%
Value ($000) $7 Shares 618 Est. Cost $11.87 Unrealized -6.8%
WRB BERKLEY W R CORP 0.0%
Value ($000) $7 Shares 112 Est. Cost $32.64 Unrealized +11.4%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $86.45 Unrealized -23.2%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 19 Est. Cost $315.79 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $51.83 Unrealized +6.7%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $7 Shares 39 Est. Cost $318.32 Unrealized -31.2%
BLACKROCK CORE BD TR 0.0%
Value ($000) $7 Shares 529 Est. Cost $17.01 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $7 Shares 5 Est. Cost $1198.75 Unrealized +7.8%
IJT ISHARES TR 0.0%
Value ($000) $6 Shares 49 Est. Cost $122.45 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $756.48 Unrealized -36.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $347.43 Unrealized -5.4%
FAST FASTENAL CO 0.0%
Value ($000) $6 Shares 106 Est. Cost $23.29 Unrealized +9.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $6 Shares 274 Est. Cost $12.51 Unrealized +17.0%
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.67 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $6 Shares 1,215 Est. Cost $4.94 Unrealized
UNB UNION BANKSHARES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.44 Unrealized -7.1%
KAMAN CORP 0.0%
Value ($000) $6 Shares 134 Est. Cost $44.78 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $172.13 Unrealized +11.7%
KR KROGER CO 0.0%
Value ($000) $6 Shares 111 Est. Cost $34.11 Unrealized +33.8%
DRIL-QUIP INC 0.0%
Value ($000) $6 Shares 170 Est. Cost $35.29 Unrealized
DRAFTKINGS INC 0.0%
Value ($000) $6 Shares 288 Est. Cost $20.83 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $6 Shares 40 Est. Cost $137.98 Unrealized +5.2%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $121.23 Unrealized +0.3%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $5 Shares 329 Est. Cost $17.75 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $5 Shares 276 Est. Cost $18.12 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $5 Shares 76 Est. Cost $52.96 Unrealized +11.0%
MASI MASIMO CORP 0.0%
Value ($000) $5 Shares 33 Est. Cost $192.01 Unrealized 0.0%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $5 Shares 270 Est. Cost $18.52 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $5 Shares 43 Est. Cost $139.53 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $5 Shares 40 Est. Cost $119.72 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 423 Est. Cost $11.45 Unrealized +0.1%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $5 Shares 110 Est. Cost $86.12 Unrealized -46.9%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $5 Shares 174 Est. Cost $32.98 Unrealized -19.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $5 Shares 96 Est. Cost $47.25 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $5 Shares 181 Est. Cost $25.70 Unrealized -3.2%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $5 Shares 125 Est. Cost $41.56 Unrealized +3.0%
BROOKFIELD ASSET MGMT REINS 0.0%
Value ($000) $5 Shares 81 Est. Cost $61.73 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $278.75 Unrealized -22.2%
UI UBIQUITI INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $304.47 Unrealized -11.3%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $162.03 Unrealized -55.5%
ARKW ARK ETF TR 0.0%
Value ($000) $4 Shares 51 Est. Cost $158.40 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $4 Shares 31 Est. Cost $159.33 Unrealized -9.9%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
TREEHOUSE FOODS INC 0.0%
Value ($000) $4 Shares 124 Est. Cost $40.32 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.56 Unrealized
ANSYS INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $357.14 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $4 Shares 75 Est. Cost $66.67 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $4 Shares 600 Est. Cost $9.16 Unrealized -20.7%
EPR EPR PPTYS 0.0%
Value ($000) $4 Shares 68 Est. Cost $58.82 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $4 Shares 265 Est. Cost $15.09 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $3 Shares 75 Est. Cost $46.63 Unrealized -17.1%
MANDIANT INC 0.0%
Value ($000) $3 Shares 153 Est. Cost $19.61 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $215.19 Unrealized -13.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $3 Shares 15 Est. Cost $139.03 Unrealized +15.3%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 50 Est. Cost $121.62 Unrealized -48.4%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.75 Unrealized +8.8%
DDOG DATADOG INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $118.31 Unrealized +23.6%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $46.98 Unrealized +13.6%
METV LISTED FD TR 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 15 Est. Cost $47.19 Unrealized +68.8%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
SYSTEM1 INC 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.39 Unrealized
NIKOLA CORP 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $41.24 Unrealized +18.8%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $347.16 Unrealized -47.5%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $156.58 Unrealized -20.1%
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 129 Est. Cost $10.04 Unrealized -6.4%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $49.32 Unrealized -31.7%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $107.14 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.07 Unrealized +14.6%
DISCOVERY INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 5 Est. Cost $333.04 Unrealized -59.2%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.65 Unrealized -9.5%
INVITAE CORP 0.0%
Value ($000) $1 Shares 121 Est. Cost $33.06 Unrealized
PAYSAFE LIMITED 0.0%
Value ($000) $1 Shares 272 Est. Cost $11.03 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.29 Unrealized -42.2%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $185.07 Unrealized -19.7%
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 16 Est. Cost $27.68 Unrealized -1.9%
MACQUARIE INFRASTR HOLD LLC 0.0%
Value ($000) $1 Shares 300 Est. Cost $36.67 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SFIX STITCH FIX INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $51.20 Unrealized -73.0%
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 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
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $353.72 Unrealized -58.5%
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.06 Unrealized -6.2%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.31 Unrealized +13.9%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.61 Unrealized -15.3%
REMARK HLDGS INC 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $56.82 Unrealized -58.9%
METROMILE INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $10.00 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
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
JQUA J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $21.59 Unrealized -30.3%
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.21 Unrealized -6.3%
DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.04 Unrealized -15.9%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.42 Unrealized +49.1%
TWITTER INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized
API AGORA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $40.00 Unrealized