West Branch Capital LLC Diversified Active

CIK: 0001738723 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 19, 2022

Total Value ($000): $160,889 (100.0% shares, 0.0% debt)

Holdings (471)

AAPL APPLE INC 11.8%
Value ($000) $18,911 Shares 136,835 Est. Cost $89.42 Unrealized +72.5%
MSFT MICROSOFT CORP 6.4%
Value ($000) $10,292 Shares 44,191 Est. Cost $116.06 Unrealized +121.3%
AMZN AMAZON COM INC 5.3%
Value ($000) $8,601 Shares 76,116 Est. Cost $122.83 Unrealized +2.9%
GOOGL ALPHABET INC 4.9%
Value ($000) $7,836 Shares 81,926 Est. Cost $107.50 Unrealized +2.4%
SPY SPDR S&P 500 ETF TR 4.8%
Value ($000) $7,793 Shares 21,819 Est. Cost $267.00 Unrealized
PG PROCTER AND GAMBLE CO 4.4%
Value ($000) $7,090 Shares 56,160 Est. Cost $118.84 Unrealized +9.9%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $5,375 Shares 44,281 Est. Cost $16.94 Unrealized -6.8%
MOG/B MOOG INC 2.6%
Value ($000) $4,142 Shares 60,114 Est. Cost $80.08 Unrealized -2.7%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $3,969 Shares 7,860 Est. Cost $234.93 Unrealized +110.7%
ABBV ABBVIE INC 2.4%
Value ($000) $3,871 Shares 28,841 Est. Cost $73.73 Unrealized +72.4%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $3,753 Shares 22,975 Est. Cost $112.66 Unrealized +35.7%
IVV ISHARES TR 1.9%
Value ($000) $3,066 Shares 8,547 Est. Cost $323.28 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $3,061 Shares 29,294 Est. Cost $92.97 Unrealized +13.6%
V VISA INC 1.9%
Value ($000) $3,007 Shares 16,929 Est. Cost $152.26 Unrealized +30.3%
HD HOME DEPOT INC 1.9%
Value ($000) $2,998 Shares 10,863 Est. Cost $176.71 Unrealized +53.2%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $2,335 Shares 61,505 Est. Cost $33.95 Unrealized +5.3%
PFE PFIZER INC 1.4%
Value ($000) $2,325 Shares 53,138 Est. Cost $25.80 Unrealized +56.6%
TSLA TESLA INC 1.4%
Value ($000) $2,238 Shares 8,439 Est. Cost $251.39 Unrealized +11.1%
WMT WALMART INC 1.4%
Value ($000) $2,233 Shares 17,218 Est. Cost $37.51 Unrealized +12.0%
ORCL ORACLE CORP 1.2%
Value ($000) $1,946 Shares 31,870 Est. Cost $48.62 Unrealized +44.3%
PEP PEPSICO INC 1.2%
Value ($000) $1,913 Shares 11,717 Est. Cost $109.52 Unrealized +41.0%
META META PLATFORMS INC 1.2%
Value ($000) $1,883 Shares 13,876 Est. Cost $206.85 Unrealized -22.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,836 Shares 21,034 Est. Cost $45.76 Unrealized +77.8%
MCD MCDONALDS CORP 1.0%
Value ($000) $1,639 Shares 7,105 Est. Cost $147.38 Unrealized +60.3%
DIS DISNEY WALT CO 1.0%
Value ($000) $1,542 Shares 16,347 Est. Cost $109.74 Unrealized -4.7%
VBR VANGUARD INDEX FDS 0.9%
Value ($000) $1,485 Shares 10,356 Est. Cost $129.42 Unrealized
MOG/A MOOG INC 0.9%
Value ($000) $1,421 Shares 20,194 Est. Cost $79.95 Unrealized -3.0%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $1,401 Shares 4,929 Est. Cost $285.81 Unrealized +13.8%
MRK MERCK & CO INC 0.9%
Value ($000) $1,381 Shares 16,038 Est. Cost $65.58 Unrealized +22.6%
ABT ABBOTT LABS 0.9%
Value ($000) $1,375 Shares 14,213 Est. Cost $71.97 Unrealized +39.0%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,355 Shares 33,877 Est. Cost $35.97 Unrealized +11.3%
KO COCA COLA CO 0.8%
Value ($000) $1,339 Shares 23,907 Est. Cost $42.97 Unrealized +30.4%
BAC BK OF AMERICA CORP 0.7%
Value ($000) $1,203 Shares 39,825 Est. Cost $25.79 Unrealized +18.6%
INTC INTEL CORP 0.7%
Value ($000) $1,200 Shares 46,548 Est. Cost $42.78 Unrealized -24.5%
CRM SALESFORCE INC 0.7%
Value ($000) $1,144 Shares 7,956 Est. Cost $156.18 Unrealized +7.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $1,077 Shares 3,914 Est. Cost $347.07 Unrealized +9.0%
UNP UNION PAC CORP 0.7%
Value ($000) $1,051 Shares 5,396 Est. Cost $117.74 Unrealized +73.5%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $1,041 Shares 2,053 Est. Cost $380.37 Unrealized +45.7%
LLY LILLY ELI & CO 0.6%
Value ($000) $934 Shares 2,889 Est. Cost $202.79 Unrealized +51.9%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $900 Shares 3,980 Est. Cost $107.77 Unrealized +103.3%
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $896 Shares 9,447 Est. Cost $83.72 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $888 Shares 3,773 Est. Cost $39.44 Unrealized -43.7%
BLACKROCK INC 0.5%
Value ($000) $853 Shares 1,550 Est. Cost $517.79 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $778 Shares 2,013 Est. Cost $273.26 Unrealized +39.3%
NKE NIKE INC 0.5%
Value ($000) $776 Shares 9,334 Est. Cost $97.39 Unrealized +4.3%
MTB M & T BK CORP 0.5%
Value ($000) $765 Shares 4,339 Est. Cost $127.93 Unrealized +23.5%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $744 Shares 8,640 Est. Cost $135.84 Unrealized -34.9%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $708 Shares 24,133 Est. Cost $36.26 Unrealized -7.1%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $664 Shares 404 Est. Cost $1933.58 Unrealized -4.4%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $662 Shares 1,401 Est. Cost $320.32 Unrealized +55.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $654 Shares 4,555 Est. Cost $89.14 Unrealized +49.0%
SHV ISHARES TR 0.4%
Value ($000) $580 Shares 5,275 Est. Cost $110.42 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $556 Shares 5,786 Est. Cost $108.80 Unrealized +1.9%
GLW CORNING INC 0.3%
Value ($000) $452 Shares 15,558 Est. Cost $22.51 Unrealized +36.6%
SYY SYSCO CORP 0.3%
Value ($000) $441 Shares 6,230 Est. Cost $53.53 Unrealized +41.5%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $414 Shares 10,302 Est. Cost $35.63 Unrealized +10.5%
AGL AGILON HEALTH INC 0.2%
Value ($000) $362 Shares 15,442 Est. Cost $21.13 Unrealized +13.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $337 Shares 5,522 Est. Cost $57.10 Unrealized +6.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $322 Shares 4,535 Est. Cost $47.63 Unrealized +30.8%
ETN EATON CORP PLC 0.2%
Value ($000) $320 Shares 2,401 Est. Cost $75.03 Unrealized +77.8%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $305 Shares 1,780 Est. Cost $83.03 Unrealized +107.0%
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value ($000) $297 Shares 3,657 Est. Cost $83.46 Unrealized
T AT&T INC 0.2%
Value ($000) $297 Shares 19,351 Est. Cost $16.35 Unrealized -7.7%
CSX CSX CORP 0.2%
Value ($000) $284 Shares 10,674 Est. Cost $27.49 Unrealized +7.7%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $281 Shares 856 Est. Cost $431.35 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $281 Shares 1,247 Est. Cost $168.92 Unrealized +29.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $279 Shares 3,409 Est. Cost $56.22 Unrealized +49.1%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $270 Shares 2,907 Est. Cost $72.09 Unrealized +30.4%
HYG ISHARES TR 0.2%
Value ($000) $264 Shares 3,699 Est. Cost $87.24 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $251 Shares 1,401 Est. Cost $144.14 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $227 Shares 3,035 Est. Cost $72.18 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $227 Shares 2,650 Est. Cost $65.18 Unrealized +31.7%
IUSG ISHARES TR 0.1%
Value ($000) $212 Shares 2,646 Est. Cost $73.84 Unrealized
SRE SEMPRA 0.1%
Value ($000) $211 Shares 1,404 Est. Cost $58.75 Unrealized +23.4%
SGOL ABRDN GOLD ETF TRUST 0.1%
Value ($000) $207 Shares 13,033 Est. Cost $17.12 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $203 Shares 2,557 Est. Cost $77.48 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $196 Shares 1,216 Est. Cost $128.89 Unrealized +24.5%
IVE ISHARES TR 0.1%
Value ($000) $187 Shares 1,455 Est. Cost $146.29 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $187 Shares 890 Est. Cost $125.28 Unrealized +77.9%
IJK ISHARES TR 0.1%
Value ($000) $183 Shares 2,910 Est. Cost $119.36 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $178 Shares 2,503 Est. Cost $79.15 Unrealized -2.2%
IWM ISHARES TR 0.1%
Value ($000) $176 Shares 1,064 Est. Cost $164.83 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $175 Shares 678 Est. Cost $255.47 Unrealized -5.8%
FLOT ISHARES TR 0.1%
Value ($000) $174 Shares 3,463 Est. Cost $50.88 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $172 Shares 3,564 Est. Cost $51.66 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $161 Shares 2,022 Est. Cost $111.64 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $158 Shares 613 Est. Cost $313.06 Unrealized -12.3%
IAU ISHARES GOLD TR 0.1%
Value ($000) $158 Shares 5,000 Est. Cost $33.80 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $154 Shares 1,761 Est. Cost $108.45 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $152 Shares 1,019 Est. Cost $157.46 Unrealized -9.8%
IVW ISHARES TR 0.1%
Value ($000) $146 Shares 2,531 Est. Cost $65.42 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $144 Shares 1,057 Est. Cost $158.94 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $137 Shares 1,589 Est. Cost $73.04 Unrealized +19.3%
IVOL KRANESHARES TR 0.1%
Value ($000) $135 Shares 6,070 Est. Cost $28.49 Unrealized
HPQ HP INC 0.1%
Value ($000) $132 Shares 5,292 Est. Cost $27.18 Unrealized -0.7%
IJH ISHARES TR 0.1%
Value ($000) $130 Shares 591 Est. Cost $253.59 Unrealized
DE DEERE & CO 0.1%
Value ($000) $130 Shares 389 Est. Cost $342.83 Unrealized -4.8%
UNILEVER PLC 0.1%
Value ($000) $128 Shares 2,909 Est. Cost $58.20 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $126 Shares 1,604 Est. Cost $66.84 Unrealized +15.4%
GPC GENUINE PARTS CO 0.1%
Value ($000) $121 Shares 807 Est. Cost $110.95 Unrealized +23.8%
AGG ISHARES TR 0.1%
Value ($000) $120 Shares 1,250 Est. Cost $115.20 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $119 Shares 1,527 Est. Cost $70.29 Unrealized +8.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $119 Shares 884 Est. Cost $147.87 Unrealized -2.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $118 Shares 1,500 Est. Cost $103.33 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $113 Shares 2,534 Est. Cost $50.30 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $112 Shares 992 Est. Cost $122.15 Unrealized +4.0%
OEF ISHARES TR 0.1%
Value ($000) $106 Shares 653 Est. Cost $195.96 Unrealized
UNM UNUM GROUP 0.1%
Value ($000) $105 Shares 2,709 Est. Cost $29.39 Unrealized +24.4%
CNC CENTENE CORP DEL 0.1%
Value ($000) $105 Shares 1,344 Est. Cost $71.76 Unrealized +24.5%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $103 Shares 950 Est. Cost $100.93 Unrealized +10.3%
CLX CLOROX CO DEL 0.1%
Value ($000) $103 Shares 801 Est. Cost $139.74 Unrealized -7.8%
REAVES UTIL INCOME FD 0.1%
Value ($000) $102 Shares 3,756 Est. Cost $34.08 Unrealized
MMM 3M CO 0.1%
Value ($000) $100 Shares 905 Est. Cost $129.75 Unrealized -25.7%
PLD PROLOGIS INC. 0.1%
Value ($000) $100 Shares 983 Est. Cost $102.35 Unrealized +8.9%
C CITIGROUP INC 0.1%
Value ($000) $100 Shares 2,392 Est. Cost $55.45 Unrealized -21.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $99 Shares 590 Est. Cost $187.60 Unrealized -13.6%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $99 Shares 3,000 Est. Cost $59.23 Unrealized -42.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $98 Shares 1,025 Est. Cost $72.06 Unrealized +21.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $98 Shares 595 Est. Cost $153.98 Unrealized +11.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $98 Shares 367 Est. Cost $283.39 Unrealized +0.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $97 Shares 520 Est. Cost $214.77 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $96 Shares 852 Est. Cost $112.39 Unrealized +1.7%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $96 Shares 2,235 Est. Cost $49.04 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $95 Shares 450 Est. Cost $170.87 Unrealized +23.4%
CB CHUBB LIMITED 0.1%
Value ($000) $93 Shares 513 Est. Cost $155.25 Unrealized +17.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $89 Shares 1,210 Est. Cost $78.42 Unrealized -1.0%
CCI CROWN CASTLE INC 0.1%
Value ($000) $89 Shares 619 Est. Cost $150.03 Unrealized -5.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $89 Shares 382 Est. Cost $260.73 Unrealized -13.2%
PLOW DOUGLAS DYNAMICS INC 0.1%
Value ($000) $87 Shares 3,114 Est. Cost $43.90 Unrealized -30.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $86 Shares 320 Est. Cost $310.03 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $83 Shares 584 Est. Cost $171.97 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $80 Shares 646 Est. Cost $115.25 Unrealized -0.6%
SPSM SPDR SER TR 0.0%
Value ($000) $80 Shares 2,341 Est. Cost $43.85 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $78 Shares 585 Est. Cost $133.21 Unrealized +1.8%
KELLOGG CO 0.0%
Value ($000) $77 Shares 1,100 Est. Cost $51.54 Unrealized +18.6%
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $77 Shares 1,448 Est. Cost $73.83 Unrealized -21.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $75 Shares 900 Est. Cost $77.83 Unrealized +4.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $73 Shares 1,331 Est. Cost $54.62 Unrealized +3.6%
IXUS ISHARES TR 0.0%
Value ($000) $72 Shares 1,407 Est. Cost $73.31 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $72 Shares 893 Est. Cost $56.71 Unrealized +31.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $71 Shares 1,151 Est. Cost $55.86 Unrealized -0.1%
F FORD MTR CO DEL 0.0%
Value ($000) $71 Shares 6,317 Est. Cost $12.21 Unrealized -11.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $70 Shares 2,232 Est. Cost $52.41 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $69 Shares 1,717 Est. Cost $47.72 Unrealized -17.8%
IWF ISHARES TR 0.0%
Value ($000) $68 Shares 321 Est. Cost $263.93 Unrealized
FISV FISERV INC 0.0%
Value ($000) $68 Shares 730 Est. Cost $116.26 Unrealized -12.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $67 Shares 430 Est. Cost $166.46 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $67 Shares 595 Est. Cost $88.28 Unrealized +27.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $66 Shares 410 Est. Cost $128.55 Unrealized +21.7%
SHEL SHELL PLC 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $54.57 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $64 Shares 300 Est. Cost $221.06 Unrealized +3.5%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $64 Shares 610 Est. Cost $151.44 Unrealized -32.8%
SO SOUTHERN CO 0.0%
Value ($000) $64 Shares 942 Est. Cost $54.54 Unrealized +22.7%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $64 Shares 825 Est. Cost $82.78 Unrealized +8.1%
VFC V F CORP 0.0%
Value ($000) $60 Shares 2,017 Est. Cost $83.35 Unrealized -48.2%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $59 Shares 4,344 Est. Cost $17.03 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $59 Shares 1,600 Est. Cost $36.88 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $59 Shares 847 Est. Cost $62.68 Unrealized +9.0%
PROSHARES TR II 0.0%
Value ($000) $59 Shares 3,478 Est. Cost $16.96 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $58 Shares 1,128 Est. Cost $87.00 Unrealized -29.0%
LINDE PLC 0.0%
Value ($000) $58 Shares 214 Est. Cost $289.72 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $56 Shares 200 Est. Cost $329.33 Unrealized -5.9%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $55 Shares 179 Est. Cost $396.65 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $52 Shares 4,493 Est. Cost $18.55 Unrealized -26.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $49 Shares 1,215 Est. Cost $33.97 Unrealized -2.7%
IWO ISHARES TR 0.0%
Value ($000) $48 Shares 231 Est. Cost $311.94 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $47 Shares 301 Est. Cost $164.21 Unrealized -7.7%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $47 Shares 396 Est. Cost $118.79 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $47 Shares 462 Est. Cost $140.05 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $46 Shares 213 Est. Cost $249.16 Unrealized -11.7%
ACWX ISHARES TR 0.0%
Value ($000) $46 Shares 1,150 Est. Cost $57.39 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $45 Shares 360 Est. Cost $244.57 Unrealized
ATRO ASTRONICS CORP 0.0%
Value ($000) $45 Shares 5,700 Est. Cost $10.01 Unrealized 0.0%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $45 Shares 319 Est. Cost $159.02 Unrealized -12.7%
EVERI HLDGS INC 0.0%
Value ($000) $44 Shares 2,725 Est. Cost $16.15 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $44 Shares 370 Est. Cost $113.89 Unrealized +1.5%
IBB ISHARES TR 0.0%
Value ($000) $44 Shares 376 Est. Cost $164.03 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $42 Shares 140 Est. Cost $369.50 Unrealized -9.4%
GSK GSK PLC 0.0%
Value ($000) $41 Shares 1,400 Est. Cost $29.29 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $41 Shares 1,290 Est. Cost $52.67 Unrealized -32.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $41 Shares 313 Est. Cost $144.67 Unrealized -3.2%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $40 Shares 600 Est. Cost $63.08 Unrealized +1.6%
NOW SERVICENOW INC 0.0%
Value ($000) $40 Shares 107 Est. Cost $101.38 Unrealized -11.2%
STT STATE STR CORP 0.0%
Value ($000) $40 Shares 650 Est. Cost $72.44 Unrealized -16.2%
OC OWENS CORNING NEW 0.0%
Value ($000) $39 Shares 500 Est. Cost $99.90 Unrealized -15.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $39 Shares 550 Est. Cost $73.43 Unrealized -1.3%
DUKE REALTY CORP 0.0%
Value ($000) $39 Shares 800 Est. Cost $47.50 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $39 Shares 153 Est. Cost $235.22 Unrealized +6.6%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $38 Shares 280 Est. Cost $153.57 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $37 Shares 2,001 Est. Cost $20.11 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $37 Shares 352 Est. Cost $130.14 Unrealized -14.8%
VMWARE INC 0.0%
Value ($000) $37 Shares 345 Est. Cost $159.42 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $37 Shares 1,594 Est. Cost $46.42 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $37 Shares 575 Est. Cost $59.92 Unrealized +8.2%
AFL AFLAC INC 0.0%
Value ($000) $36 Shares 641 Est. Cost $54.37 Unrealized +0.4%
SPSB SPDR SER TR 0.0%
Value ($000) $35 Shares 1,200 Est. Cost $30.83 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $34 Shares 475 Est. Cost $71.48 Unrealized +12.1%
SPYG SPDR SER TR 0.0%
Value ($000) $33 Shares 653 Est. Cost $63.37 Unrealized
BOH BANK HAWAII CORP 0.0%
Value ($000) $32 Shares 425 Est. Cost $71.30 Unrealized -6.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $30 Shares 377 Est. Cost $100.72 Unrealized -19.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $29 Shares 94 Est. Cost $373.47 Unrealized -6.9%
EIS ISHARES INC 0.0%
Value ($000) $29 Shares 500 Est. Cost $70.00 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $28 Shares 330 Est. Cost $101.66 Unrealized -22.9%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $28 Shares 366 Est. Cost $74.12 Unrealized -0.6%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $27 Shares 191 Est. Cost $146.61 Unrealized -11.5%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $26 Shares 105 Est. Cost $326.67 Unrealized -7.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $26 Shares 486 Est. Cost $71.80 Unrealized -10.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 330 Est. Cost $103.03 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $25 Shares 564 Est. Cost $52.73 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $25 Shares 125 Est. Cost $243.53 Unrealized -16.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $25 Shares 350 Est. Cost $66.19 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 499 Est. Cost $80.16 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $24 Shares 304 Est. Cost $72.96 Unrealized +12.6%
HSY HERSHEY CO 0.0%
Value ($000) $24 Shares 108 Est. Cost $150.65 Unrealized +36.2%
TGT TARGET CORP 0.0%
Value ($000) $24 Shares 164 Est. Cost $205.35 Unrealized -30.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $23 Shares 715 Est. Cost $29.95 Unrealized -3.0%
NI NISOURCE INC 0.0%
Value ($000) $23 Shares 910 Est. Cost $21.80 Unrealized +20.8%
LOW LOWES COS INC 0.0%
Value ($000) $23 Shares 120 Est. Cost $179.51 Unrealized +1.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 107 Est. Cost $199.30 Unrealized +7.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $22 Shares 150 Est. Cost $132.26 Unrealized +8.6%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $22 Shares 216 Est. Cost $84.53 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $21 Shares 87 Est. Cost $342.45 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $21 Shares 590 Est. Cost $41.18 Unrealized -8.7%
IWP ISHARES TR 0.0%
Value ($000) $20 Shares 257 Est. Cost $113.73 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $20 Shares 50 Est. Cost $400.00 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $20 Shares 335 Est. Cost $104.48 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $19 Shares 255 Est. Cost $94.12 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $19 Shares 1,447 Est. Cost $24.18 Unrealized -33.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $19 Shares 309 Est. Cost $43.21 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $19 Shares 230 Est. Cost $112.78 Unrealized -14.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $19 Shares 294 Est. Cost $71.71 Unrealized -3.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $19 Shares 125 Est. Cost $152.84 Unrealized -0.4%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $18 Shares 239 Est. Cost $87.87 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 106 Est. Cost $220.01 Unrealized
IT GARTNER INC 0.0%
Value ($000) $18 Shares 64 Est. Cost $218.76 Unrealized +28.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $18 Shares 127 Est. Cost $147.67 Unrealized +0.9%
ECL ECOLAB INC 0.0%
Value ($000) $18 Shares 122 Est. Cost $206.33 Unrealized -24.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $17 Shares 180 Est. Cost $77.15 Unrealized +15.0%
UMDD PROSHARES TR 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $14.17 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $17 Shares 134 Est. Cost $125.82 Unrealized +2.9%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $17 Shares 136 Est. Cost $114.57 Unrealized -2.1%
WSO WATSCO INC 0.0%
Value ($000) $16 Shares 63 Est. Cost $286.30 Unrealized -5.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $43.92 Unrealized 0.0%
SAM BOSTON BEER INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $1122.26 Unrealized -69.2%
IWR ISHARES TR 0.0%
Value ($000) $16 Shares 258 Est. Cost $78.91 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $16 Shares 1,003 Est. Cost $15.95 Unrealized
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $16 Shares 864 Est. Cost $31.25 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $15 Shares 751 Est. Cost $22.64 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $15 Shares 81 Est. Cost $205.01 Unrealized -11.4%
EXPO EXPONENT INC 0.0%
Value ($000) $15 Shares 170 Est. Cost $88.68 Unrealized +2.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $15 Shares 56 Est. Cost $498.37 Unrealized -37.9%
DLS WISDOMTREE TR 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.00 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $15 Shares 332 Est. Cost $54.10 Unrealized -11.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $15 Shares 267 Est. Cost $82.78 Unrealized -28.3%
NVS NOVARTIS AG 0.0%
Value ($000) $15 Shares 200 Est. Cost $86.50 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 41 Est. Cost $424.94 Unrealized -12.5%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $14 Shares 150 Est. Cost $135.56 Unrealized
CSM PROSHARES TR 0.0%
Value ($000) $14 Shares 320 Est. Cost $82.42 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $13 Shares 155 Est. Cost $93.06 Unrealized -4.5%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $13 Shares 2,018 Est. Cost $4.69 Unrealized -0.1%
IWS ISHARES TR 0.0%
Value ($000) $13 Shares 135 Est. Cost $113.86 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $12 Shares 104 Est. Cost $124.99 Unrealized -2.6%
TTC TORO CO 0.0%
Value ($000) $12 Shares 135 Est. Cost $109.93 Unrealized -22.1%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $12 Shares 864 Est. Cost $19.68 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $12 Shares 55 Est. Cost $201.02 Unrealized +6.9%
CATALENT INC 0.0%
Value ($000) $12 Shares 170 Est. Cost $105.88 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $197.53 Unrealized +16.6%
MRNA MODERNA INC 0.0%
Value ($000) $12 Shares 101 Est. Cost $205.06 Unrealized -26.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $11 Shares 30 Est. Cost $468.62 Unrealized -18.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $11 Shares 115 Est. Cost $86.96 Unrealized
CPRT COPART INC 0.0%
Value ($000) $11 Shares 99 Est. Cost $31.00 Unrealized -4.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $11 Shares 77 Est. Cost $147.75 Unrealized +3.6%
TXNM PNM RES INC 0.0%
Value ($000) $11 Shares 230 Est. Cost $49.20 Unrealized -3.3%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $11 Shares 175 Est. Cost $57.14 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $11 Shares 39 Est. Cost $356.48 Unrealized -16.7%
EXC EXELON CORP 0.0%
Value ($000) $11 Shares 289 Est. Cost $27.36 Unrealized +42.7%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $11 Shares 28 Est. Cost $313.37 Unrealized +30.7%
SUB ISHARES TR 0.0%
Value ($000) $11 Shares 105 Est. Cost $105.77 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 500 Est. Cost $24.00 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $11 Shares 1,750 Est. Cost $6.29 Unrealized
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $10 Shares 704 Est. Cost $20.23 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 504 Est. Cost $21.83 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $10 Shares 76 Est. Cost $166.67 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $10 Shares 47 Est. Cost $222.91 Unrealized +5.2%
BIO BIO RAD LABS INC 0.0%
Value ($000) $10 Shares 23 Est. Cost $608.62 Unrealized -18.1%
LAD LITHIA MTRS INC 0.0%
Value ($000) $10 Shares 45 Est. Cost $361.63 Unrealized -27.7%
POOL POOL CORP 0.0%
Value ($000) $10 Shares 30 Est. Cost $398.28 Unrealized -14.4%
FIVE FIVE BELOW INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $190.98 Unrealized -31.2%
FDX FEDEX CORP 0.0%
Value ($000) $10 Shares 70 Est. Cost $238.35 Unrealized -17.9%
URTY PROSHARES TR 0.0%
Value ($000) $9 Shares 264 Est. Cost $34.09 Unrealized
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $9 Shares 1,006 Est. Cost $12.92 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $171.43 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 123 Est. Cost $81.30 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $9 Shares 503 Est. Cost $21.87 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $9 Shares 150 Est. Cost $65.06 Unrealized -8.0%
PFXF VANECK ETF TRUST 0.0%
Value ($000) $9 Shares 501 Est. Cost $21.96 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $9 Shares 142 Est. Cost $51.87 Unrealized +32.9%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $8 Shares 34 Est. Cost $449.61 Unrealized -45.5%
OGN ORGANON & CO 0.0%
Value ($000) $8 Shares 363 Est. Cost $26.95 Unrealized -4.8%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $8 Shares 220 Est. Cost $38.96 Unrealized -19.5%
PII POLARIS INC 0.0%
Value ($000) $8 Shares 86 Est. Cost $124.26 Unrealized -9.8%
DIN DINE BRANDS GLOBAL INC 0.0%
Value ($000) $8 Shares 125 Est. Cost $58.49 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $8 Shares 107 Est. Cost $55.47 Unrealized +22.2%
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 64 Est. Cost $126.39 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $8 Shares 260 Est. Cost $43.68 Unrealized -20.2%
ZTS ZOETIS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $161.45 Unrealized 0.0%
GLOB GLOBANT S A 0.0%
Value ($000) $7 Shares 35 Est. Cost $219.78 Unrealized -6.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 112 Est. Cost $71.43 Unrealized
DOW DOW INC 0.0%
Value ($000) $7 Shares 168 Est. Cost $49.95 Unrealized -17.0%
CGNX COGNEX CORP 0.0%
Value ($000) $7 Shares 170 Est. Cost $78.52 Unrealized -43.7%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $86.45 Unrealized -19.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $55.31 Unrealized 0.0%
ISTB ISHARES TR 0.0%
Value ($000) $7 Shares 142 Est. Cost $49.30 Unrealized
EATON VANCE MUN BD FD 0.0%
Value ($000) $7 Shares 700 Est. Cost $10.00 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $7 Shares 117 Est. Cost $35.24 Unrealized +73.0%
PODD INSULET CORP 0.0%
Value ($000) $7 Shares 30 Est. Cost $271.83 Unrealized -7.9%
GGG GRACO INC 0.0%
Value ($000) $7 Shares 115 Est. Cost $70.76 Unrealized -13.3%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $7 Shares 140 Est. Cost $73.14 Unrealized -21.3%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 92 Est. Cost $70.57 Unrealized +6.8%
IXN ISHARES TR 0.0%
Value ($000) $6 Shares 150 Est. Cost $56.67 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $6 Shares 49 Est. Cost $183.67 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $6 Shares 40 Est. Cost $137.98 Unrealized +8.7%
STAG STAG INDL INC 0.0%
Value ($000) $6 Shares 206 Est. Cost $38.83 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $6 Shares 175 Est. Cost $40.18 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.83 Unrealized +10.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $128.83 Unrealized -27.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $6 Shares 75 Est. Cost $195.04 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $6 Shares 62 Est. Cost $112.90 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $66.94 Unrealized -36.6%
LYFT LYFT INC 0.0%
Value ($000) $6 Shares 469 Est. Cost $23.31 Unrealized -34.0%
BCE BCE INC 0.0%
Value ($000) $6 Shares 141 Est. Cost $35.06 Unrealized +7.4%
WRB BERKLEY W R CORP 0.0%
Value ($000) $6 Shares 97 Est. Cost $32.64 Unrealized +22.6%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $6 Shares 44 Est. Cost $239.17 Unrealized -31.4%
RPD RAPID7 INC 0.0%
Value ($000) $6 Shares 130 Est. Cost $84.22 Unrealized -26.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $59.26 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $5 Shares 94 Est. Cost $48.73 Unrealized 0.0%
BLACKROCK CORE BD TR 0.0%
Value ($000) $5 Shares 529 Est. Cost $17.01 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 93 Est. Cost $29.11 Unrealized -23.6%
MASI MASIMO CORP 0.0%
Value ($000) $5 Shares 33 Est. Cost $192.01 Unrealized -23.9%
MKL MARKEL CORP 0.0%
Value ($000) $5 Shares 5 Est. Cost $1198.75 Unrealized +1.8%
UI UBIQUITI INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $304.47 Unrealized -3.1%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 607 Est. Cost $11.87 Unrealized -29.0%
IXP ISHARES TR 0.0%
Value ($000) $5 Shares 104 Est. Cost $88.89 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $5 Shares 27 Est. Cost $172.13 Unrealized +6.2%
KR KROGER CO 0.0%
Value ($000) $5 Shares 111 Est. Cost $34.11 Unrealized +29.2%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $5 Shares 245 Est. Cost $27.63 Unrealized -12.5%
ICUI ICU MED INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $205.72 Unrealized -19.1%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $5 Shares 256 Est. Cost $27.66 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $347.43 Unrealized -2.9%
IJT ISHARES TR 0.0%
Value ($000) $5 Shares 49 Est. Cost $122.45 Unrealized
TREEHOUSE FOODS INC 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $5 Shares 106 Est. Cost $23.29 Unrealized -0.4%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5 Shares 19 Est. Cost $315.79 Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $5 Shares 274 Est. Cost $12.51 Unrealized +11.3%
WU WESTERN UN CO 0.0%
Value ($000) $4 Shares 276 Est. Cost $18.12 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $4 Shares 181 Est. Cost $25.70 Unrealized -16.7%
ESAB ESAB CORPORATION 0.0%
Value ($000) $4 Shares 116 Est. Cost $40.50 Unrealized 0.0%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 423 Est. Cost $11.45 Unrealized -1.0%
STIP ISHARES TR 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.56 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 62 Est. Cost $66.84 Unrealized
BP BP PLC 0.0%
Value ($000) $4 Shares 151 Est. Cost $26.49 Unrealized
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $4 Shares 591 Est. Cost $16.50 Unrealized -45.8%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $318.32 Unrealized -54.2%
MHO M/I HOMES INC 0.0%
Value ($000) $4 Shares 106 Est. Cost $43.45 Unrealized -0.6%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $4 Shares 288 Est. Cost $14.08 Unrealized +12.9%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $4 Shares 125 Est. Cost $41.56 Unrealized -0.9%
STERICYCLE INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $4 Shares 43 Est. Cost $139.53 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $4 Shares 40 Est. Cost $119.72 Unrealized
KAMAN CORP 0.0%
Value ($000) $4 Shares 134 Est. Cost $44.78 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $4 Shares 600 Est. Cost $9.16 Unrealized -16.8%
TELFY TELEFONICA S A 0.0%
Value ($000) $4 Shares 1,215 Est. Cost $4.97 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $278.75 Unrealized -28.3%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $4 Shares 270 Est. Cost $18.52 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $756.48 Unrealized -58.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 45 Est. Cost $88.89 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $3 Shares 329 Est. Cost $17.75 Unrealized -28.4%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $3 Shares 110 Est. Cost $86.12 Unrealized -62.5%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $3 Shares 25 Est. Cost $121.23 Unrealized 0.0%
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.00 Unrealized
ANSYS INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $357.14 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $3 Shares 31 Est. Cost $159.33 Unrealized -21.3%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 50 Est. Cost $121.62 Unrealized -40.4%
BROOKFIELD ASSET MGMT REINS 0.0%
Value ($000) $3 Shares 81 Est. Cost $61.73 Unrealized
DRIL-QUIP INC 0.0%
Value ($000) $3 Shares 170 Est. Cost $35.29 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $47.44 Unrealized -4.0%
MS MORGAN STANLEY 0.0%
Value ($000) $2 Shares 21 Est. Cost $75.24 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $41.24 Unrealized +36.2%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $139.03 Unrealized +6.3%
EPR EPR PPTYS 0.0%
Value ($000) $2 Shares 68 Est. Cost $58.82 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $2 Shares 174 Est. Cost $32.98 Unrealized -47.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 15 Est. Cost $47.19 Unrealized +86.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.24 Unrealized -4.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $215.19 Unrealized -15.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $2 Shares 75 Est. Cost $46.63 Unrealized -24.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
PETS PETMED EXPRESS INC 0.0%
Value ($000) $2 Shares 125 Est. Cost $21.23 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.75 Unrealized -10.5%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $2 Shares 265 Est. Cost $15.09 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $2 Shares 51 Est. Cost $158.40 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $114.11 Unrealized -11.7%
ZIMVIE INC 0.0%
Value ($000) $2 Shares 212 Est. Cost $14.15 Unrealized
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 129 Est. Cost $10.04 Unrealized -26.6%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $25.75 Unrealized -17.6%
NERD LISTED FD TR 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $107.14 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.07 Unrealized +9.6%
ERIC ERICSSON 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $185.07 Unrealized -44.9%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 79 Est. Cost $13.94 Unrealized 0.0%
AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 1,113 Est. Cost $0.90 Unrealized
NIKOLA CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $20.00 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 4 Est. Cost $427.79 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
METV LISTED FD TR 0.0%
Value ($000) $1 Shares 150 Est. Cost $13.33 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.29 Unrealized -35.6%
SYSTEM1 INC 0.0%
Value ($000) $1 Shares 115 Est. Cost $17.39 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1 Shares 93 Est. Cost $10.75 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $162.03 Unrealized -78.3%
TILRAY BRANDS INC 0.0%
Value ($000) $1 Shares 304 Est. Cost $3.29 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $19.37 Unrealized -58.0%
TWLO TWILIO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $347.16 Unrealized -77.0%
TWITTER INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $36.61 Unrealized -52.1%
HUYA HUYA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.32 Unrealized -40.0%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $51.20 Unrealized -88.9%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $0 Shares 21 Est. Cost $47.62 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.73 Unrealized 0.0%
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $542.91 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 4 Est. Cost $127.28 Unrealized -2.4%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $150.65 Unrealized -33.9%
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.31 Unrealized +30.7%
PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 272 Est. Cost $11.03 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.42 Unrealized +2.9%
CCJ CAMECO CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.34 Unrealized 0.0%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $27.68 Unrealized +5.1%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
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 -14.7%
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $353.72 Unrealized -78.5%
INVITAE CORP 0.0%
Value ($000) $0 Shares 121 Est. Cost $33.06 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $6.76 Unrealized -6.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $333.04 Unrealized -71.4%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.21 Unrealized +13.1%
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $56.82 Unrealized -81.3%
REMARK HLDGS INC 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
API AGORA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $40.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.04 Unrealized -31.4%
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
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $156.58 Unrealized -41.2%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.22 Unrealized -5.7%