Principle Wealth Partners LLC Diversified Active

CIK: 0001743413 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $340,567 (100.0% shares, 0.0% debt)

Holdings (476)

OFLX OMEGA FLEX INC COM 12.6%
Value ($000) $42,970 Shares 406,145 Est. Cost $59.29 Unrealized +60.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 8.4%
Value ($000) $28,638 Shares 244,395 Est. Cost $103.51 Unrealized
VUG VANGUARD GROWTH INDEX FUND 7.4%
Value ($000) $25,051 Shares 123,959 Est. Cost $154.17 Unrealized
AAPL APPLE INC COM 6.7%
Value ($000) $22,914 Shares 62,811 Est. Cost $48.17 Unrealized +55.9%
AMGN AMGEN INC COM 4.0%
Value ($000) $13,651 Shares 57,877 Est. Cost $157.36 Unrealized +21.8%
AMZN AMAZON COM INC COM 3.6%
Value ($000) $12,423 Shares 4,503 Est. Cost $88.42 Unrealized +36.6%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 3.1%
Value ($000) $10,715 Shares 159,728 Est. Cost $61.14 Unrealized
BA BOEING CO COM 2.3%
Value ($000) $7,899 Shares 43,092 Est. Cost $335.52 Unrealized -54.2%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $7,815 Shares 55,574 Est. Cost $111.02 Unrealized +11.9%
INTC INTEL CORP COM 2.2%
Value ($000) $7,487 Shares 125,137 Est. Cost $42.86 Unrealized +24.1%
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $6,682 Shares 32,833 Est. Cost $114.37 Unrealized +51.3%
V VISA INC COM CL A 1.9%
Value ($000) $6,546 Shares 33,886 Est. Cost $142.68 Unrealized +23.0%
VOOG VANGUARD S&P 500 GROWTH ETF 1.9%
Value ($000) $6,462 Shares 34,573 Est. Cost $146.34 Unrealized
PFE PFIZER INC COM 1.9%
Value ($000) $6,362 Shares 215,757 Est. Cost $28.02 Unrealized -7.2%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $3,880 Shares 2,745 Est. Cost $53.94 Unrealized +24.2%
HD HOME DEPOT INC COM 1.1%
Value ($000) $3,764 Shares 15,024 Est. Cost $176.66 Unrealized +13.1%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $3,725 Shares 2,627 Est. Cost $54.30 Unrealized +23.2%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $3,491 Shares 37,116 Est. Cost $90.94 Unrealized -10.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $3,401 Shares 19,056 Est. Cost $208.41 Unrealized -12.4%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.8%
Value ($000) $2,790 Shares 10,010 Est. Cost $167.98 Unrealized
BAC BK OF AMERICA CORP COM 0.8%
Value ($000) $2,603 Shares 109,616 Est. Cost $23.77 Unrealized -13.5%
ALL ALLSTATE CORP COM 0.7%
Value ($000) $2,432 Shares 25,073 Est. Cost $89.63 Unrealized -4.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.7%
Value ($000) $2,406 Shares 9 Est. Cost $307970.80 Unrealized -11.0%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $2,364 Shares 19,777 Est. Cost $81.55 Unrealized +24.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $2,272 Shares 18,807 Est. Cost $98.72 Unrealized -7.4%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.7%
Value ($000) $2,269 Shares 43,902 Est. Cost $51.19 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.7%
Value ($000) $2,228 Shares 11,276 Est. Cost $172.41 Unrealized -4.8%
GD GENERAL DYNAMICS CORP COM 0.6%
Value ($000) $2,159 Shares 14,445 Est. Cost $151.92 Unrealized -18.2%
VHT VANGUARD HEALTH CARE INDEX FUND 0.6%
Value ($000) $2,118 Shares 10,993 Est. Cost $162.24 Unrealized
META FACEBOOK INC CL A 0.6%
Value ($000) $2,039 Shares 8,980 Est. Cost $147.78 Unrealized +40.3%
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $1,963 Shares 46,718 Est. Cost $44.98 Unrealized -26.8%
ARKK ARK INNOVATION ETF 0.6%
Value ($000) $1,958 Shares 27,454 Est. Cost $47.73 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $1,945 Shares 31,564 Est. Cost $66.96 Unrealized -18.5%
VFH VANGUARD FINANCIALS INDEX FUND 0.6%
Value ($000) $1,909 Shares 33,372 Est. Cost $59.36 Unrealized
PSX PHILLIPS 66 COM 0.5%
Value ($000) $1,779 Shares 24,745 Est. Cost $75.87 Unrealized -25.9%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,687 Shares 5,719 Est. Cost $236.39 Unrealized +10.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $1,647 Shares 31,824 Est. Cost $52.46 Unrealized
QQQ INVESCO QQQ TRUST 0.5%
Value ($000) $1,644 Shares 6,638 Est. Cost $166.49 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.4%
Value ($000) $1,427 Shares 12,796 Est. Cost $112.95 Unrealized -4.5%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $1,426 Shares 21,947 Est. Cost $48.37 Unrealized +8.7%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,423 Shares 4,813 Est. Cost $220.62 Unrealized +23.9%
TSLA TESLA INC COM 0.4%
Value ($000) $1,372 Shares 1,271 Est. Cost $20.87 Unrealized +159.2%
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $1,364 Shares 199,669 Est. Cost $9.50 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,320 Shares 8,017 Est. Cost $161.97 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,297 Shares 4,206 Est. Cost $286.34 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.4%
Value ($000) $1,201 Shares 8,571 Est. Cost $157.75 Unrealized -16.6%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,174 Shares 8,689 Est. Cost $84.62 Unrealized +22.1%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $1,113 Shares 3,049 Est. Cost $281.78 Unrealized +14.9%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,110 Shares 6,018 Est. Cost $163.30 Unrealized -1.4%
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value ($000) $974 Shares 5,547 Est. Cost $159.27 Unrealized -5.2%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $968 Shares 6,187 Est. Cost $139.35 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.3%
Value ($000) $952 Shares 8,789 Est. Cost $199.27 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $936 Shares 20,060 Est. Cost $38.11 Unrealized -2.9%
BX BLACKSTONE GROUP INC COM CL A 0.3%
Value ($000) $890 Shares 15,700 Est. Cost $39.99 Unrealized +8.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $877 Shares 2,420 Est. Cost $230.26 Unrealized +43.5%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $861 Shares 19,263 Est. Cost $55.49 Unrealized -37.3%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $853 Shares 9,560 Est. Cost $81.90 Unrealized -14.7%
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $827 Shares 3,064 Est. Cost $179.65 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $814 Shares 14,771 Est. Cost $39.65 Unrealized +2.8%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value ($000) $796 Shares 13,620 Est. Cost $52.75 Unrealized
BK OF AMERICA CORP 7.25 CNV PFD L 0.2%
Value ($000) $778 Shares 580 Est. Cost $1251.72 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $708 Shares 2,740 Est. Cost $139.27 Unrealized +51.2%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $688 Shares 14,253 Est. Cost $35.07 Unrealized +0.4%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $679 Shares 8,614 Est. Cost $70.70 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $678 Shares 4,656 Est. Cost $140.01 Unrealized
DOW DOW INC COM 0.2%
Value ($000) $673 Shares 16,499 Est. Cost $31.05 Unrealized -13.5%
WELLS FARGO CO NEW PERP PFD CNV A 0.2%
Value ($000) $656 Shares 506 Est. Cost $1262.85 Unrealized
MRK MERCK & CO. INC COM 0.2%
Value ($000) $653 Shares 8,440 Est. Cost $58.99 Unrealized +6.6%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $637 Shares 4,409 Est. Cost $125.36 Unrealized -6.0%
PEP PEPSICO INC COM 0.2%
Value ($000) $630 Shares 4,765 Est. Cost $96.90 Unrealized +14.3%
MKL MARKEL CORP COM 0.2%
Value ($000) $626 Shares 678 Est. Cost $1093.58 Unrealized -16.9%
CRM SALESFORCE COM INC COM 0.2%
Value ($000) $620 Shares 3,311 Est. Cost $139.62 Unrealized +19.2%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $601 Shares 1,956 Est. Cost $261.06 Unrealized +14.3%
SO SOUTHERN CO COM 0.2%
Value ($000) $597 Shares 11,507 Est. Cost $36.86 Unrealized +21.4%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $590 Shares 11,112 Est. Cost $25.91 Unrealized -32.7%
NKE NIKE INC CL B 0.2%
Value ($000) $582 Shares 5,938 Est. Cost $69.04 Unrealized +23.8%
ISHARES COMEX GOLD TRUST 0.2%
Value ($000) $575 Shares 33,854 Est. Cost $12.43 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $565 Shares 9,611 Est. Cost $42.04 Unrealized +14.0%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $552 Shares 7,878 Est. Cost $57.58 Unrealized -4.9%
T AT&T INC COM 0.2%
Value ($000) $538 Shares 17,812 Est. Cost $15.57 Unrealized -0.5%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $523 Shares 7,111 Est. Cost $67.70 Unrealized -2.0%
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $515 Shares 3,640 Est. Cost $102.58 Unrealized +9.9%
KO COCA COLA CO COM 0.2%
Value ($000) $512 Shares 11,469 Est. Cost $38.63 Unrealized +0.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $509 Shares 4,998 Est. Cost $97.62 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $490 Shares 2,770 Est. Cost $114.95 Unrealized +21.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $488 Shares 7,239 Est. Cost $61.44 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $480 Shares 13,040 Est. Cost $40.51 Unrealized -31.2%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $472 Shares 1,966 Est. Cost $36.78 Unrealized +41.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $462 Shares 11,763 Est. Cost $31.51 Unrealized -20.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $456 Shares 4,552 Est. Cost $90.64 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $448 Shares 2,648 Est. Cost $145.81 Unrealized -3.0%
CME CME GROUP INC COM 0.1%
Value ($000) $443 Shares 2,725 Est. Cost $142.72 Unrealized +1.1%
MMM 3M CO COM 0.1%
Value ($000) $442 Shares 2,837 Est. Cost $120.24 Unrealized -14.8%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $440 Shares 4,183 Est. Cost $98.92 Unrealized -13.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $439 Shares 4,798 Est. Cost $67.99 Unrealized +20.5%
NFLX NETFLIX INC COM 0.1%
Value ($000) $427 Shares 939 Est. Cost $35.00 Unrealized +21.6%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $416 Shares 1,343 Est. Cost $254.94 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $409 Shares 17,659 Est. Cost $24.97 Unrealized
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 0.1%
Value ($000) $408 Shares 19,904 Est. Cost $20.12 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $404 Shares 3,633 Est. Cost $79.74 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $401 Shares 4,219 Est. Cost $85.61 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.1%
Value ($000) $397 Shares 21,574 Est. Cost $16.41 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $393 Shares 722 Est. Cost $407.05 Unrealized
AVANGRID INC COM 0.1%
Value ($000) $392 Shares 9,340 Est. Cost $50.11 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $386 Shares 886 Est. Cost $255.60 Unrealized +45.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $385 Shares 9,875 Est. Cost $37.51 Unrealized -12.6%
MSA MSA SAFETY INC COM 0.1%
Value ($000) $361 Shares 3,150 Est. Cost $102.44 Unrealized +8.5%
WASH WASHINGTON TR BANCORP COM 0.1%
Value ($000) $354 Shares 10,814 Est. Cost $33.92 Unrealized -32.4%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $331 Shares 1,859 Est. Cost $175.02 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $324 Shares 1,067 Est. Cost $210.39 Unrealized +32.7%
CTVA CORTEVA INC COM 0.1%
Value ($000) $324 Shares 12,101 Est. Cost $26.48 Unrealized -8.0%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $316 Shares 1,925 Est. Cost $102.71 Unrealized +40.1%
HOLX HOLOGIC INC COM 0.1%
Value ($000) $314 Shares 5,500 Est. Cost $49.07 Unrealized 0.0%
EATON VANCE TX MNG BY WRT OPP COM 0.1%
Value ($000) $308 Shares 21,800 Est. Cost $12.06 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $308 Shares 1,766 Est. Cost $137.88 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $308 Shares 3,701 Est. Cost $63.14 Unrealized +6.5%
ABBV ABBVIE INC COM 0.1%
Value ($000) $301 Shares 3,069 Est. Cost $70.50 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $297 Shares 2,172 Est. Cost $111.94 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.1%
Value ($000) $296 Shares 4,395 Est. Cost $49.08 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $295 Shares 896 Est. Cost $206.56 Unrealized +38.9%
DUNKIN BRANDS GROUP INC COM 0.1%
Value ($000) $292 Shares 4,475 Est. Cost $65.25 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $291 Shares 11,365 Est. Cost $40.73 Unrealized -41.1%
TGT TARGET CORP COM 0.1%
Value ($000) $285 Shares 2,380 Est. Cost $80.37 Unrealized +22.2%
CMI CUMMINS INC COM 0.1%
Value ($000) $280 Shares 1,617 Est. Cost $123.12 Unrealized +13.1%
INTU INTUIT COM 0.1%
Value ($000) $274 Shares 926 Est. Cost $222.25 Unrealized +19.2%
KKR KKR & CO INC COM 0.1%
Value ($000) $273 Shares 8,850 Est. Cost $27.09 Unrealized -6.0%
IQV IQVIA HLDGS INC COM 0.1%
Value ($000) $272 Shares 1,920 Est. Cost $121.14 Unrealized +11.9%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $251 Shares 2,240 Est. Cost $112.05 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $243 Shares 4,000 Est. Cost $52.44 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $242 Shares 3,044 Est. Cost $59.69 Unrealized +11.6%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $239 Shares 4,684 Est. Cost $36.31 Unrealized +22.7%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $237 Shares 4,300 Est. Cost $55.53 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $232 Shares 6,689 Est. Cost $37.56 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $230 Shares 1,278 Est. Cost $154.78 Unrealized +12.2%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $230 Shares 4,485 Est. Cost $61.99 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $227 Shares 2,493 Est. Cost $91.05 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.1%
Value ($000) $218 Shares 13,000 Est. Cost $24.81 Unrealized -35.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $213 Shares 1,110 Est. Cost $191.89 Unrealized
TE CONNECTIVITY LTD REG SHS 0.1%
Value ($000) $213 Shares 2,607 Est. Cost $81.70 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $212 Shares 2,900 Est. Cost $62.36 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.1%
Value ($000) $211 Shares 4,052 Est. Cost $52.07 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $209 Shares 1,701 Est. Cost $99.37 Unrealized 0.0%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $208 Shares 2,375 Est. Cost $87.58 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $205 Shares 1,818 Est. Cost $112.76 Unrealized
CG CARLYLE GROUP INC COM 0.1%
Value ($000) $201 Shares 7,200 Est. Cost $21.31 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $201 Shares 967 Est. Cost $207.86 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $200 Shares 1,579 Est. Cost $99.52 Unrealized 0.0%
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $195 Shares 902 Est. Cost $216.19 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $195 Shares 2,000 Est. Cost $100.70 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $194 Shares 3,839 Est. Cost $46.63 Unrealized 0.0%
O REALTY INCOME CORP COM 0.1%
Value ($000) $193 Shares 3,250 Est. Cost $40.14 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $193 Shares 2,200 Est. Cost $75.08 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $191 Shares 2,052 Est. Cost $93.08 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $191 Shares 1,288 Est. Cost $126.99 Unrealized 0.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $189 Shares 3,425 Est. Cost $48.99 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC COM 0.1%
Value ($000) $188 Shares 1,672 Est. Cost $112.44 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $186 Shares 1,110 Est. Cost $125.06 Unrealized 0.0%
MTB M & T BK CORP COM 0.1%
Value ($000) $182 Shares 1,751 Est. Cost $87.80 Unrealized 0.0%
BWA BORGWARNER INC COM 0.1%
Value ($000) $177 Shares 5,000 Est. Cost $24.21 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $175 Shares 1,000 Est. Cost $142.90 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $166 Shares 1,808 Est. Cost $81.79 Unrealized 0.0%
VIACOMCBS INC CL B 0.0%
Value ($000) $164 Shares 7,020 Est. Cost $23.36 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $160 Shares 5,606 Est. Cost $20.82 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $158 Shares 3,265 Est. Cost $48.39 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $158 Shares 3,083 Est. Cost $38.68 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $154 Shares 1,207 Est. Cost $127.59 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $153 Shares 15,240 Est. Cost $11.15 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $153 Shares 1,915 Est. Cost $67.61 Unrealized 0.0%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $152 Shares 5,820 Est. Cost $19.29 Unrealized 0.0%
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $151 Shares 6,180 Est. Cost $13.10 Unrealized 0.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $149 Shares 568 Est. Cost $247.08 Unrealized 0.0%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $148 Shares 14,135 Est. Cost $10.15 Unrealized 0.0%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $146 Shares 20,735 Est. Cost $7.44 Unrealized 0.0%
CODI COMPASS DIVERSIFIED HOLDINGS SH BEN INT 0.0%
Value ($000) $146 Shares 8,495 Est. Cost $12.70 Unrealized 0.0%
UMPQUA HLDGS CORP COM 0.0%
Value ($000) $145 Shares 13,640 Est. Cost $10.63 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $142 Shares 9,865 Est. Cost $14.39 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $141 Shares 3,300 Est. Cost $16.59 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $138 Shares 1,511 Est. Cost $85.14 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $137 Shares 9,720 Est. Cost $15.04 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $135 Shares 2,380 Est. Cost $47.48 Unrealized 0.0%
VARIAN MED SYS INC COM 0.0%
Value ($000) $135 Shares 1,100 Est. Cost $122.73 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $135 Shares 1,187 Est. Cost $93.55 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $134 Shares 963 Est. Cost $101.15 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $132 Shares 1,224 Est. Cost $73.19 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $130 Shares 1,650 Est. Cost $80.30 Unrealized
EATON VANCE TX MGD DIV EQ INCM COM 0.0%
Value ($000) $129 Shares 12,000 Est. Cost $9.33 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $129 Shares 2,290 Est. Cost $56.33 Unrealized
IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERSA ETF 0.0%
Value ($000) $125 Shares 4,335 Est. Cost $28.84 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $120 Shares 5,381 Est. Cost $17.13 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $120 Shares 1,750 Est. Cost $41.37 Unrealized 0.0%
NEXTERA ENERGY INC CORPORATE UNITS 0.0%
Value ($000) $119 Shares 2,795 Est. Cost $42.58 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $117 Shares 6,446 Est. Cost $18.15 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $116 Shares 1,735 Est. Cost $66.86 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $116 Shares 1,008 Est. Cost $115.08 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $114 Shares 401 Est. Cost $284.29 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $114 Shares 1,410 Est. Cost $80.85 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $112 Shares 786 Est. Cost $142.49 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $110 Shares 400 Est. Cost $242.42 Unrealized 0.0%
UNM UNUM GROUP COM 0.0%
Value ($000) $110 Shares 6,620 Est. Cost $15.78 Unrealized 0.0%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $109 Shares 1,286 Est. Cost $84.76 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $109 Shares 430 Est. Cost $179.93 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $108 Shares 564 Est. Cost $151.61 Unrealized 0.0%
PACWEST BANCORP DEL COM 0.0%
Value ($000) $108 Shares 5,500 Est. Cost $19.64 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $107 Shares 1,231 Est. Cost $76.84 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $106 Shares 6,955 Est. Cost $10.85 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $106 Shares 2,990 Est. Cost $35.45 Unrealized
FIZZ NATIONAL BEVERAGE CORP COM 0.0%
Value ($000) $105 Shares 1,728 Est. Cost $22.28 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $104 Shares 1,145 Est. Cost $70.96 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $104 Shares 1,452 Est. Cost $62.63 Unrealized 0.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $104 Shares 552 Est. Cost $173.56 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $104 Shares 484 Est. Cost $214.88 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $102 Shares 950 Est. Cost $93.00 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $101 Shares 1,250 Est. Cost $62.65 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $101 Shares 736 Est. Cost $124.46 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $100 Shares 3,005 Est. Cost $22.69 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $95 Shares 475 Est. Cost $182.16 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $95 Shares 1,258 Est. Cost $58.96 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $95 Shares 900 Est. Cost $92.14 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $95 Shares 100 Est. Cost $69.41 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $95 Shares 2,506 Est. Cost $37.91 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $93 Shares 2,293 Est. Cost $40.56 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $91 Shares 1,216 Est. Cost $74.84 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $91 Shares 2,590 Est. Cost $36.01 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $90 Shares 4,550 Est. Cost $14.13 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $90 Shares 1,461 Est. Cost $61.60 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $89 Shares 1,750 Est. Cost $37.36 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $88 Shares 4,625 Est. Cost $13.80 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $87 Shares 485 Est. Cost $179.38 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $87 Shares 1,634 Est. Cost $53.24 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $86 Shares 1,400 Est. Cost $49.89 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $85 Shares 355 Est. Cost $196.57 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $84 Shares 1,092 Est. Cost $61.47 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $83 Shares 3,205 Est. Cost $20.63 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $82 Shares 687 Est. Cost $38.07 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $79 Shares 3,960 Est. Cost $13.43 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $78 Shares 895 Est. Cost $87.15 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $77 Shares 400 Est. Cost $155.99 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $77 Shares 5,000 Est. Cost $10.25 Unrealized 0.0%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $76 Shares 1,699 Est. Cost $44.73 Unrealized
H & E EQUIPMENT SERVICES INC COM 0.0%
Value ($000) $76 Shares 4,125 Est. Cost $18.42 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $74 Shares 1,100 Est. Cost $38.10 Unrealized 0.0%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $74 Shares 1,327 Est. Cost $55.76 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $73 Shares 486 Est. Cost $150.21 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $72 Shares 400 Est. Cost $73.49 Unrealized 0.0%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $72 Shares 1,300 Est. Cost $55.38 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $72 Shares 458 Est. Cost $134.23 Unrealized 0.0%
NTCT NETSCOUT SYS INC COM 0.0%
Value ($000) $71 Shares 2,779 Est. Cost $25.84 Unrealized 0.0%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $71 Shares 1,509 Est. Cost $47.05 Unrealized
APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $70 Shares 1,863 Est. Cost $37.57 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $68 Shares 282 Est. Cost $198.67 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $66 Shares 391 Est. Cost $167.75 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $65.00 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $64 Shares 250 Est. Cost $256.00 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $54.76 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $64 Shares 1,343 Est. Cost $40.72 Unrealized 0.0%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $63 Shares 800 Est. Cost $71.27 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $62 Shares 700 Est. Cost $74.78 Unrealized 0.0%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $62 Shares 800 Est. Cost $68.10 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $60 Shares 1,065 Est. Cost $56.34 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $60 Shares 357 Est. Cost $168.07 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $59 Shares 459 Est. Cost $117.69 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $58 Shares 1,197 Est. Cost $47.16 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $57 Shares 1,375 Est. Cost $41.45 Unrealized
CBOE CBOE GLOBAL MARKETS INC COM 0.0%
Value ($000) $57 Shares 610 Est. Cost $91.32 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $56 Shares 177 Est. Cost $24.52 Unrealized 0.0%
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $54 Shares 1,524 Est. Cost $35.43 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $54 Shares 1,721 Est. Cost $31.38 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $53 Shares 1,726 Est. Cost $30.71 Unrealized
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $52 Shares 1,325 Est. Cost $38.41 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $52 Shares 1,892 Est. Cost $19.01 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $52 Shares 950 Est. Cost $54.74 Unrealized
PRNT THE 3D PRINTING ETF 0.0%
Value ($000) $51 Shares 2,421 Est. Cost $21.07 Unrealized
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $51 Shares 1,770 Est. Cost $26.49 Unrealized 0.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $51 Shares 215 Est. Cost $237.21 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $50 Shares 462 Est. Cost $108.23 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $50 Shares 225 Est. Cost $222.22 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $50 Shares 800 Est. Cost $62.50 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $49 Shares 280 Est. Cost $151.89 Unrealized 0.0%
WESTERN ASSET HIGH YIELD DEFIN COM 0.0%
Value ($000) $48 Shares 3,429 Est. Cost $14.00 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $48 Shares 1,369 Est. Cost $35.06 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $47 Shares 1,100 Est. Cost $42.73 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.00 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $46 Shares 556 Est. Cost $81.82 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $46 Shares 521 Est. Cost $88.29 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $46 Shares 360 Est. Cost $106.19 Unrealized 0.0%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $45 Shares 747 Est. Cost $60.24 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $45 Shares 7,930 Est. Cost $5.67 Unrealized
TOTAL S.A. SPONSORED ADS 0.0%
Value ($000) $45 Shares 1,175 Est. Cost $38.30 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $44 Shares 1,010 Est. Cost $43.56 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $44 Shares 78 Est. Cost $179.26 Unrealized 0.0%
KMX CARMAX INC COM 0.0%
Value ($000) $43 Shares 475 Est. Cost $78.36 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $43 Shares 200 Est. Cost $175.54 Unrealized 0.0%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $43 Shares 732 Est. Cost $49.69 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $43 Shares 815 Est. Cost $38.43 Unrealized 0.0%
PAC GRUPO AEROPUERTO DEL PACIFICO SPON ADR B 0.0%
Value ($000) $41 Shares 575 Est. Cost $71.30 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $41 Shares 5,825 Est. Cost $7.04 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $41 Shares 100 Est. Cost $89.45 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $41 Shares 100 Est. Cost $30.15 Unrealized 0.0%
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.0%
Value ($000) $41 Shares 189 Est. Cost $216.93 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $41 Shares 242 Est. Cost $169.42 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $40 Shares 858 Est. Cost $46.62 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $40 Shares 500 Est. Cost $78.08 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $40 Shares 252 Est. Cost $158.73 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $39 Shares 620 Est. Cost $65.11 Unrealized 0.0%
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $39 Shares 310 Est. Cost $125.81 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $36 Shares 800 Est. Cost $33.01 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $36 Shares 403 Est. Cost $89.33 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $36 Shares 300 Est. Cost $110.02 Unrealized 0.0%
PLOW DOUGLAS DYNAMICS INC COM 0.0%
Value ($000) $36 Shares 1,025 Est. Cost $34.67 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $35 Shares 245 Est. Cost $142.86 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $35 Shares 507 Est. Cost $51.71 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $35 Shares 136 Est. Cost $171.44 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $34 Shares 105 Est. Cost $323.81 Unrealized
STERICYCLE INC COM 0.0%
Value ($000) $34 Shares 600 Est. Cost $56.67 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $34 Shares 200 Est. Cost $170.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $34 Shares 600 Est. Cost $49.31 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $33 Shares 150 Est. Cost $168.73 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $33 Shares 379 Est. Cost $77.66 Unrealized 0.0%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $33 Shares 300 Est. Cost $110.00 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $32 Shares 595 Est. Cost $53.78 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $32 Shares 300 Est. Cost $106.67 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $30 Shares 600 Est. Cost $50.00 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $30 Shares 183 Est. Cost $163.93 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $30 Shares 284 Est. Cost $76.56 Unrealized 0.0%
IHS MARKIT LTD SHS 0.0%
Value ($000) $30 Shares 400 Est. Cost $75.00 Unrealized
IX ORIX CORP SPONSORED ADR 0.0%
Value ($000) $30 Shares 495 Est. Cost $60.61 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $30.91 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $30 Shares 485 Est. Cost $44.25 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $30 Shares 320 Est. Cost $83.41 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $30 Shares 990 Est. Cost $30.30 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $29 Shares 228 Est. Cost $106.19 Unrealized 0.0%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $28 Shares 800 Est. Cost $31.01 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $28 Shares 900 Est. Cost $24.38 Unrealized 0.0%
BEACON ROOFING SUPPLY INC COM 0.0%
Value ($000) $27 Shares 1,017 Est. Cost $26.55 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $27 Shares 200 Est. Cost $135.00 Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $26 Shares 940 Est. Cost $27.66 Unrealized
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.00 Unrealized
RUN SUNRUN INC COM 0.0%
Value ($000) $24 Shares 1,225 Est. Cost $15.31 Unrealized 0.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $24 Shares 650 Est. Cost $36.92 Unrealized
COLUMBIA SELIGM PREM TECH GRW COM 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $21.82 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $23 Shares 450 Est. Cost $51.11 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $23 Shares 421 Est. Cost $44.27 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $35.23 Unrealized 0.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $198.31 Unrealized 0.0%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $55.00 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $22 Shares 450 Est. Cost $40.81 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $22 Shares 290 Est. Cost $60.40 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $22 Shares 450 Est. Cost $48.89 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $22 Shares 210 Est. Cost $104.76 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $21 Shares 13 Est. Cost $1497.60 Unrealized 0.0%
MATV SCHWEITZER-MAUDUIT INTL INC COM 0.0%
Value ($000) $21 Shares 640 Est. Cost $22.92 Unrealized 0.0%
BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RT 0.0%
Value ($000) $21 Shares 5,743 Est. Cost $3.66 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $20 Shares 267 Est. Cost $74.91 Unrealized
IP INTL PAPER CO COM 0.0%
Value ($000) $20 Shares 570 Est. Cost $24.80 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $41.12 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $20 Shares 3,300 Est. Cost $4.20 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $20 Shares 593 Est. Cost $28.78 Unrealized 0.0%
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $20 Shares 300 Est. Cost $66.67 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $19 Shares 375 Est. Cost $50.67 Unrealized
CHINA MOBILE LIMITED SPONSORED ADR 0.0%
Value ($000) $19 Shares 575 Est. Cost $33.04 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $18 Shares 135 Est. Cost $133.33 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $18 Shares 460 Est. Cost $33.68 Unrealized 0.0%
NWE NORTHWESTERN CORP COM NEW 0.0%
Value ($000) $18 Shares 333 Est. Cost $44.67 Unrealized 0.0%
GAIN GLADSTONE INVT CORP COM 0.0%
Value ($000) $17 Shares 1,640 Est. Cost $5.45 Unrealized 0.0%
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value ($000) $17 Shares 308 Est. Cost $55.19 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $161.16 Unrealized 0.0%
UI UBIQUITI INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $167.75 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $17 Shares 124 Est. Cost $113.18 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 276 Est. Cost $57.97 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $16 Shares 306 Est. Cost $52.29 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $16 Shares 1,217 Est. Cost $13.15 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $16 Shares 331 Est. Cost $48.34 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $16 Shares 650 Est. Cost $23.47 Unrealized 0.0%
ASH ASHLAND GLOBAL HLDGS INC COM 0.0%
Value ($000) $15 Shares 222 Est. Cost $56.17 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 259 Est. Cost $57.92 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $15 Shares 1,346 Est. Cost $8.44 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 250 Est. Cost $60.00 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $15 Shares 274 Est. Cost $20.60 Unrealized 0.0%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.00 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $14 Shares 67 Est. Cost $208.96 Unrealized
WESTROCK CO COM 0.0%
Value ($000) $14 Shares 505 Est. Cost $27.72 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $14 Shares 142 Est. Cost $80.20 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $14 Shares 775 Est. Cost $13.08 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $14 Shares 38 Est. Cost $8.06 Unrealized 0.0%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $14 Shares 118 Est. Cost $118.64 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $13 Shares 79 Est. Cost $164.56 Unrealized
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $13 Shares 244 Est. Cost $47.47 Unrealized 0.0%
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.0%
Value ($000) $13 Shares 47 Est. Cost $276.60 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $13 Shares 351 Est. Cost $37.04 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $12 Shares 112 Est. Cost $107.14 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $12 Shares 168 Est. Cost $71.07 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 132 Est. Cost $78.89 Unrealized 0.0%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $28.95 Unrealized 0.0%
TIFFANY & CO NEW COM 0.0%
Value ($000) $12 Shares 96 Est. Cost $125.00 Unrealized
VVV VALVOLINE INC COM 0.0%
Value ($000) $12 Shares 609 Est. Cost $16.97 Unrealized 0.0%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $12 Shares 81 Est. Cost $145.31 Unrealized 0.0%
RETAIL PPTYS AMER INC CL A 0.0%
Value ($000) $12 Shares 1,680 Est. Cost $7.14 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $11 Shares 175 Est. Cost $56.64 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 323 Est. Cost $34.06 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 118 Est. Cost $93.22 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $11 Shares 97 Est. Cost $98.88 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $139.94 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $42.24 Unrealized 0.0%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $10 Shares 128 Est. Cost $73.07 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $10 Shares 125 Est. Cost $66.06 Unrealized 0.0%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $10 Shares 68 Est. Cost $141.17 Unrealized 0.0%
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $10 Shares 271 Est. Cost $36.90 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $10 Shares 156 Est. Cost $50.28 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $109.68 Unrealized 0.0%
JJSF J & J SNACK FOODS CORP COM 0.0%
Value ($000) $9 Shares 71 Est. Cost $112.31 Unrealized 0.0%
ARMOUR RESIDENTIAL REIT INC COM NEW 0.0%
Value ($000) $9 Shares 910 Est. Cost $9.89 Unrealized
COVANTA HLDG CORP COM 0.0%
Value ($000) $9 Shares 970 Est. Cost $9.28 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value ($000) $9 Shares 268 Est. Cost $33.58 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $8 Shares 99 Est. Cost $67.68 Unrealized 0.0%
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $8 Shares 86 Est. Cost $93.02 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $7 Shares 700 Est. Cost $8.22 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $7 Shares 16 Est. Cost $26.14 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $7 Shares 152 Est. Cost $46.05 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $42.29 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 65 Est. Cost $98.16 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $58.24 Unrealized 0.0%
SIX FLAGS ENTMT CORP NEW COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $343.88 Unrealized 0.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $6 Shares 108 Est. Cost $55.56 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 12 Est. Cost $507.25 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $5 Shares 700 Est. Cost $7.14 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $118.40 Unrealized 0.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.26 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $85.58 Unrealized 0.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $5 Shares 567 Est. Cost $8.82 Unrealized
CRNC CERENCE INC COM 0.0%
Value ($000) $5 Shares 125 Est. Cost $28.73 Unrealized 0.0%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $5 Shares 390 Est. Cost $12.82 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $5 Shares 28 Est. Cost $178.57 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $5 Shares 29 Est. Cost $165.58 Unrealized 0.0%
LIQTECH INTL INC COM 0.0%
Value ($000) $5 Shares 925 Est. Cost $5.41 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $152.41 Unrealized 0.0%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.89 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.50 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $355.71 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 106 Est. Cost $28.97 Unrealized 0.0%
VMWARE INC CL A COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $173.91 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4 Shares 125 Est. Cost $24.75 Unrealized 0.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $4 Shares 165 Est. Cost $24.24 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $25.97 Unrealized
UHT UNIVERSAL HEALTH RLTY INCM TR SH BEN INT 0.0%
Value ($000) $4 Shares 46 Est. Cost $86.96 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $4 Shares 104 Est. Cost $27.17 Unrealized 0.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.60 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 76 Est. Cost $39.47 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $44.47 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.81 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.47 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $31.17 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $2 Shares 87 Est. Cost $22.99 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
BIOXCEL THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
APHRIA INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $1 Shares 97 Est. Cost $8.82 Unrealized 0.0%
THE ODP CORP COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.57 Unrealized 0.0%
CNTTQ CANNTRUST HLDGS INC COM 0.0%
Value ($000) $0 Shares 135 Est. Cost $0.38 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.88 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.90 Unrealized 0.0%