Centric Wealth Management Diversified Active

CIK: 0001752761 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $320,826 (100.0% shares, 0.0% debt)

Holdings (213)

UPS UNITED PARCEL SERVICE INC 21.3%
Value ($000) $68,438 Shares 406,401 Est. Cost $83.55 Unrealized +63.9%
ANTARES PHARMA INC 4.3%
Value ($000) $13,890 Shares 3,481,309 Est. Cost $3.99 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $12,610 Shares 95,034 Est. Cost $110.05 Unrealized +6.3%
TRND PACER FDS TR 2.0%
Value ($000) $6,310 Shares 225,005 Est. Cost $27.39 Unrealized
GENERAL ELECTRIC CO 1.9%
Value ($000) $6,163 Shares 570,653 Est. Cost $10.69 Unrealized
COTY COTY INC 1.7%
Value ($000) $5,551 Shares 790,796 Est. Cost $5.15 Unrealized 0.0%
TIDAL ETF TR 1.5%
Value ($000) $4,749 Shares 214,893 Est. Cost $22.10 Unrealized
C CITIGROUP INC 1.3%
Value ($000) $4,093 Shares 66,379 Est. Cost $42.37 Unrealized 0.0%
ET ENERGY TRANSFER LP 1.3%
Value ($000) $4,023 Shares 650,906 Est. Cost $6.18 Unrealized
BAC BK OF AMERICA CORP 1.2%
Value ($000) $3,981 Shares 131,330 Est. Cost $23.44 Unrealized +0.9%
VIACOMCBS INC 1.1%
Value ($000) $3,664 Shares 98,339 Est. Cost $37.26 Unrealized
TSLA TESLA INC 1.1%
Value ($000) $3,451 Shares 4,890 Est. Cost $141.08 Unrealized +21.0%
LLY LILLY ELI & CO 1.1%
Value ($000) $3,432 Shares 20,329 Est. Cost $113.86 Unrealized +24.2%
TLS TELOS CORP MD 1.1%
Value ($000) $3,430 Shares 104,000 Est. Cost $23.85 Unrealized 0.0%
PFF ISHARES TR 1.0%
Value ($000) $3,301 Shares 85,721 Est. Cost $38.51 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $3,162 Shares 971 Est. Cost $115.20 Unrealized +38.5%
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,028 Shares 13,614 Est. Cost $182.26 Unrealized +13.0%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $2,859 Shares 22,712 Est. Cost $91.92 Unrealized +1.6%
CEW WISDOMTREE TR 0.9%
Value ($000) $2,787 Shares 150,793 Est. Cost $18.48 Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $2,740 Shares 7,676 Est. Cost $239.18 Unrealized +35.2%
CORP PIMCO ETF TR 0.8%
Value ($000) $2,693 Shares 23,006 Est. Cost $114.54 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $2,619 Shares 9,858 Est. Cost $189.92 Unrealized +27.7%
V VISA INC 0.8%
Value ($000) $2,617 Shares 11,966 Est. Cost $172.65 Unrealized +14.2%
ZTS ZOETIS INC 0.8%
Value ($000) $2,607 Shares 15,753 Est. Cost $133.28 Unrealized +16.6%
BHC BAUSCH HEALTH COS INC 0.8%
Value ($000) $2,600 Shares 125,000 Est. Cost $18.65 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $2,575 Shares 8,206 Est. Cost $184.14 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $2,421 Shares 35,452 Est. Cost $54.08 Unrealized +4.4%
CLF CLEVELAND-CLIFFS INC NEW 0.7%
Value ($000) $2,402 Shares 165,000 Est. Cost $10.12 Unrealized 0.0%
IVV ISHARES TR 0.7%
Value ($000) $2,391 Shares 6,368 Est. Cost $375.47 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.7%
Value ($000) $2,364 Shares 245,000 Est. Cost $9.65 Unrealized
MOH MOLINA HEALTHCARE INC 0.7%
Value ($000) $2,335 Shares 10,980 Est. Cost $166.33 Unrealized +24.1%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,296 Shares 6,546 Est. Cost $278.81 Unrealized +10.5%
CWB SPDR SER TR 0.7%
Value ($000) $2,253 Shares 27,209 Est. Cost $82.80 Unrealized
TROW PRICE T ROWE GROUP INC 0.7%
Value ($000) $2,223 Shares 14,681 Est. Cost $93.36 Unrealized +22.5%
MRK MERCK & CO. INC 0.7%
Value ($000) $2,193 Shares 26,807 Est. Cost $62.56 Unrealized +3.7%
BKLN INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,133 Shares 95,714 Est. Cost $22.29 Unrealized
BIZD VANECK VECTORS ETF TR 0.7%
Value ($000) $2,114 Shares 153,935 Est. Cost $13.73 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,107 Shares 13,390 Est. Cost $119.76 Unrealized +6.5%
BCO BRINKS CO 0.7%
Value ($000) $2,098 Shares 29,145 Est. Cost $54.84 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $2,027 Shares 120,000 Est. Cost $9.58 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,001 Shares 34,066 Est. Cost $41.50 Unrealized +6.0%
MAXIM INTEGRATED PRODS INC 0.6%
Value ($000) $1,993 Shares 22,484 Est. Cost $88.64 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $1,976 Shares 10,077 Est. Cost $196.09 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.6%
Value ($000) $1,912 Shares 11,584 Est. Cost $136.12 Unrealized +9.4%
CDW CDW CORP 0.6%
Value ($000) $1,892 Shares 14,357 Est. Cost $123.09 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,878 Shares 29,277 Est. Cost $58.89 Unrealized
MTUM ISHARES TR 0.6%
Value ($000) $1,875 Shares 11,625 Est. Cost $146.18 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $1,801 Shares 45,166 Est. Cost $44.88 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,788 Shares 12,853 Est. Cost $90.41 Unrealized +36.2%
FLOT ISHARES TR 0.5%
Value ($000) $1,742 Shares 34,336 Est. Cost $50.73 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,694 Shares 19,807 Est. Cost $52.90 Unrealized +38.8%
TREEHOUSE FOODS INC 0.5%
Value ($000) $1,572 Shares 37,000 Est. Cost $42.49 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,547 Shares 27,246 Est. Cost $56.78 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,501 Shares 14,030 Est. Cost $65.00 Unrealized +31.0%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,500 Shares 11,539 Est. Cost $129.99 Unrealized
DAL DELTA AIR LINES INC DEL 0.5%
Value ($000) $1,491 Shares 37,068 Est. Cost $37.48 Unrealized -5.6%
IWF ISHARES TR 0.5%
Value ($000) $1,465 Shares 6,074 Est. Cost $241.19 Unrealized
BERRY GLOBAL GROUP INC 0.5%
Value ($000) $1,462 Shares 26,011 Est. Cost $56.21 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,452 Shares 39,442 Est. Cost $27.33 Unrealized +4.8%
WMT WALMART INC 0.5%
Value ($000) $1,451 Shares 10,064 Est. Cost $37.31 Unrealized +21.3%
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,414 Shares 8,796 Est. Cost $160.75 Unrealized
SHYFT GROUP INC 0.4%
Value ($000) $1,391 Shares 49,000 Est. Cost $28.39 Unrealized
INDEXIQ ETF TR 0.4%
Value ($000) $1,390 Shares 54,658 Est. Cost $25.43 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,389 Shares 15,688 Est. Cost $88.54 Unrealized
IYE ISHARES TR 0.4%
Value ($000) $1,331 Shares 65,745 Est. Cost $20.24 Unrealized
USMV ISHARES TR 0.4%
Value ($000) $1,280 Shares 18,862 Est. Cost $53.25 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $1,276 Shares 6,129 Est. Cost $148.76 Unrealized +19.7%
SKILLZ INC 0.4%
Value ($000) $1,270 Shares 63,498 Est. Cost $20.00 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,265 Shares 722 Est. Cost $83.49 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.4%
Value ($000) $1,246 Shares 22,173 Est. Cost $37.27 Unrealized +31.0%
CRI CARTERS INC 0.4%
Value ($000) $1,182 Shares 12,570 Est. Cost $72.85 Unrealized 0.0%
KBA KRANESHARES TR 0.4%
Value ($000) $1,133 Shares 24,682 Est. Cost $45.90 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,108 Shares 6,290 Est. Cost $142.94 Unrealized +3.2%
CSWC CAPITAL SOUTHWEST CORP 0.3%
Value ($000) $1,099 Shares 61,895 Est. Cost $8.70 Unrealized 0.0%
GRMN GARMIN LTD 0.3%
Value ($000) $1,092 Shares 9,126 Est. Cost $98.98 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $1,091 Shares 10,178 Est. Cost $69.06 Unrealized +14.3%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,080 Shares 9,080 Est. Cost $115.91 Unrealized
SKILLZ INC 0.3%
Value ($000) $1,069 Shares 148,000 Est. Cost $7.22 Unrealized
CHIQ GLOBAL X FDS 0.3%
Value ($000) $1,063 Shares 29,873 Est. Cost $35.58 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,061 Shares 14,537 Est. Cost $72.99 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,042 Shares 16,101 Est. Cost $44.11 Unrealized +25.8%
INTC INTEL CORP 0.3%
Value ($000) $1,025 Shares 20,565 Est. Cost $49.50 Unrealized -11.1%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,022 Shares 4,036 Est. Cost $253.22 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $1,022 Shares 5,787 Est. Cost $144.87 Unrealized 0.0%
KO COCA COLA CO 0.3%
Value ($000) $998 Shares 18,197 Est. Cost $40.81 Unrealized +8.5%
CANOPY GROWTH CORP 0.3%
Value ($000) $997 Shares 40,475 Est. Cost $24.63 Unrealized
OILK PROSHARES TR 0.3%
Value ($000) $996 Shares 23,168 Est. Cost $42.99 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $993 Shares 4,317 Est. Cost $174.78 Unrealized +12.3%
CVS CVS HEALTH CORP 0.3%
Value ($000) $961 Shares 14,064 Est. Cost $55.03 Unrealized +0.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $933 Shares 4,347 Est. Cost $174.94 Unrealized +10.5%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $933 Shares 2,630 Est. Cost $310.47 Unrealized +2.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $930 Shares 4,012 Est. Cost $210.96 Unrealized +4.4%
YUMC YUM CHINA HLDGS INC 0.3%
Value ($000) $885 Shares 15,500 Est. Cost $56.16 Unrealized 0.0%
COVETRUS INC 0.3%
Value ($000) $862 Shares 30,000 Est. Cost $28.73 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.3%
Value ($000) $860 Shares 45,000 Est. Cost $17.18 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.3%
Value ($000) $847 Shares 53,685 Est. Cost $13.86 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $831 Shares 15,854 Est. Cost $39.50 Unrealized +5.5%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $816 Shares 47,112 Est. Cost $12.92 Unrealized 0.0%
BBY BEST BUY INC 0.2%
Value ($000) $798 Shares 7,997 Est. Cost $89.94 Unrealized 0.0%
TWITTER INC 0.2%
Value ($000) $785 Shares 14,501 Est. Cost $54.13 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $775 Shares 18,895 Est. Cost $28.65 Unrealized -6.8%
BX BLACKSTONE GROUP INC 0.2%
Value ($000) $734 Shares 11,332 Est. Cost $44.08 Unrealized +10.8%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $724 Shares 3,046 Est. Cost $143.04 Unrealized +43.1%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $702 Shares 23,829 Est. Cost $29.46 Unrealized
IYY ISHARES TR 0.2%
Value ($000) $692 Shares 7,337 Est. Cost $105.96 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $692 Shares 11,102 Est. Cost $50.19 Unrealized -5.2%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $682 Shares 5,368 Est. Cost $99.74 Unrealized -1.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $653 Shares 3,602 Est. Cost $123.31 Unrealized +13.7%
STRL STERLING CONSTR INC 0.2%
Value ($000) $651 Shares 35,000 Est. Cost $16.31 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $632 Shares 361 Est. Cost $57.32 Unrealized +46.1%
GLD SPDR GOLD TR 0.2%
Value ($000) $625 Shares 3,506 Est. Cost $159.84 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $624 Shares 2,803 Est. Cost $240.26 Unrealized 0.0%
MCK MCKESSON CORP 0.2%
Value ($000) $610 Shares 3,506 Est. Cost $161.42 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value ($000) $608 Shares 5,549 Est. Cost $99.26 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $591 Shares 25,100 Est. Cost $17.89 Unrealized 0.0%
META FACEBOOK INC 0.2%
Value ($000) $586 Shares 2,146 Est. Cost $183.38 Unrealized +48.5%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $569 Shares 1,089 Est. Cost $13.35 Unrealized 0.0%
TIP ISHARES TR 0.2%
Value ($000) $537 Shares 4,204 Est. Cost $125.21 Unrealized
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $535 Shares 4,873 Est. Cost $72.47 Unrealized +35.2%
NKE NIKE INC 0.2%
Value ($000) $516 Shares 3,644 Est. Cost $89.52 Unrealized +37.6%
CPB CAMPBELL SOUP CO 0.2%
Value ($000) $504 Shares 10,419 Est. Cost $40.19 Unrealized +1.3%
TLT ISHARES TR 0.2%
Value ($000) $498 Shares 3,158 Est. Cost $157.69 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.2%
Value ($000) $493 Shares 31,223 Est. Cost $15.79 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $493 Shares 14,213 Est. Cost $25.55 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $482 Shares 10,781 Est. Cost $37.66 Unrealized -6.3%
HDV ISHARES TR 0.1%
Value ($000) $475 Shares 5,415 Est. Cost $90.23 Unrealized
BA BOEING CO 0.1%
Value ($000) $462 Shares 2,160 Est. Cost $192.11 Unrealized +0.1%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $460 Shares 5,032 Est. Cost $88.82 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $457 Shares 11,087 Est. Cost $50.02 Unrealized -39.3%
MUB ISHARES TR 0.1%
Value ($000) $457 Shares 3,901 Est. Cost $113.41 Unrealized
EQUITY DISTR ACQUISITION COR 0.1%
Value ($000) $447 Shares 42,000 Est. Cost $10.64 Unrealized
PTBD PACER FDS TR 0.1%
Value ($000) $443 Shares 16,082 Est. Cost $27.55 Unrealized
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $436 Shares 45,574 Est. Cost $9.57 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $435 Shares 2,047 Est. Cost $141.89 Unrealized +15.4%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $433 Shares 30,000 Est. Cost $12.73 Unrealized 0.0%
EZM WISDOMTREE TR 0.1%
Value ($000) $424 Shares 9,756 Est. Cost $38.16 Unrealized
KBE SPDR SER TR 0.1%
Value ($000) $421 Shares 10,060 Est. Cost $41.85 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $415 Shares 37,370 Est. Cost $10.21 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $411 Shares 1,767 Est. Cost $176.32 Unrealized
OSI ETF TR 0.1%
Value ($000) $401 Shares 10,471 Est. Cost $35.58 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $401 Shares 3,705 Est. Cost $108.23 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $391 Shares 11,580 Est. Cost $33.77 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $380 Shares 6,124 Est. Cost $38.99 Unrealized +28.3%
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $378 Shares 11,179 Est. Cost $33.81 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $376 Shares 2,535 Est. Cost $115.56 Unrealized +4.9%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $351 Shares 5,206 Est. Cost $67.42 Unrealized
DISCOVERY INC 0.1%
Value ($000) $341 Shares 13,025 Est. Cost $26.18 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $338 Shares 9,179 Est. Cost $39.37 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $336 Shares 3,090 Est. Cost $97.53 Unrealized 0.0%
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $332 Shares 11,718 Est. Cost $27.23 Unrealized
SUMMIT MATLS INC 0.1%
Value ($000) $331 Shares 16,500 Est. Cost $20.06 Unrealized
SKILLZ INC 0.1%
Value ($000) $328 Shares 38,200 Est. Cost $20.00 Unrealized
QURATE RETAIL INC 0.1%
Value ($000) $322 Shares 29,331 Est. Cost $10.98 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $309 Shares 4,011 Est. Cost $65.64 Unrealized 0.0%
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $308 Shares 6,921 Est. Cost $44.50 Unrealized
U S CONCRETE INC 0.1%
Value ($000) $300 Shares 7,500 Est. Cost $40.00 Unrealized
DIV GLOBAL X FDS 0.1%
Value ($000) $300 Shares 17,791 Est. Cost $16.86 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $299 Shares 553 Est. Cost $50.70 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $299 Shares 37,000 Est. Cost $17.89 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $290 Shares 4,060 Est. Cost $58.43 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $284 Shares 1,795 Est. Cost $158.22 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $283 Shares 9,224 Est. Cost $22.62 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $281 Shares 31,983 Est. Cost $6.35 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $281 Shares 1,606 Est. Cost $109.00 Unrealized +7.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $277 Shares 3,016 Est. Cost $86.30 Unrealized 0.0%
IQLT ISHARES TR 0.1%
Value ($000) $275 Shares 7,717 Est. Cost $35.64 Unrealized
UNILEVER PLC 0.1%
Value ($000) $274 Shares 4,536 Est. Cost $60.41 Unrealized
UBS AG LONDON BRANCH 0.1%
Value ($000) $272 Shares 492 Est. Cost $552.85 Unrealized
T AT&T INC 0.1%
Value ($000) $267 Shares 9,298 Est. Cost $15.49 Unrealized -0.7%
AVGO BROADCOM INC 0.1%
Value ($000) $261 Shares 596 Est. Cost $34.82 Unrealized 0.0%
NATR NATURES SUNSHINE PRODS INC 0.1%
Value ($000) $254 Shares 17,000 Est. Cost $11.71 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $249 Shares 991 Est. Cost $224.01 Unrealized 0.0%
EATON VANCE ENHANCED EQUITY 0.1%
Value ($000) $249 Shares 15,383 Est. Cost $13.11 Unrealized
TFX TELEFLEX INCORPORATED 0.1%
Value ($000) $247 Shares 600 Est. Cost $357.06 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $237 Shares 2,802 Est. Cost $82.24 Unrealized -20.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $227 Shares 608 Est. Cost $373.36 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $226 Shares 1,016 Est. Cost $224.62 Unrealized 0.0%
HUBB HUBBELL INC 0.1%
Value ($000) $223 Shares 1,421 Est. Cost $140.57 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $208 Shares 288 Est. Cost $722.22 Unrealized
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $207 Shares 5,644 Est. Cost $26.94 Unrealized +27.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $203 Shares 539 Est. Cost $347.39 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $202 Shares 4,793 Est. Cost $22.23 Unrealized +10.7%
GLOBAL X FDS 0.1%
Value ($000) $193 Shares 10,000 Est. Cost $19.30 Unrealized
LOAN MANHATTAN BRDG CAP INC 0.1%
Value ($000) $180 Shares 34,528 Est. Cost $5.21 Unrealized
MRCC MONROE CAP CORP 0.0%
Value ($000) $137 Shares 17,000 Est. Cost $4.18 Unrealized 0.0%
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $119 Shares 10,085 Est. Cost $11.80 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $115 Shares 25,000 Est. Cost $17.89 Unrealized 0.0%
DFP HEALTHCARE ACQUISITNS CO 0.0%
Value ($000) $108 Shares 10,000 Est. Cost $10.80 Unrealized
ADVISORSHARES TR 0.0%
Value ($000) $82 Shares 27,110 Est. Cost $6.30 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $54 Shares 10,000 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $53 Shares 1,749 Est. Cost $23.04 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $52 Shares 3,000 Est. Cost $161.42 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $49 Shares 15,000 Est. Cost $23.04 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $35 Shares 10,000 Est. Cost $10.12 Unrealized 0.0%
AGILE THERAPEUTICS INC 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $1.10 Unrealized
PROSHARES TR 0.0%
Value ($000) $21 Shares 41,100 Est. Cost $20.83 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $20 Shares 10,000 Est. Cost $9.65 Unrealized
U S CONCRETE INC 0.0%
Value ($000) $16 Shares 2,500 Est. Cost $40.00 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $13 Shares 7,000 Est. Cost $184.14 Unrealized
DISCOVERY INC 0.0%
Value ($000) $13 Shares 5,000 Est. Cost $26.18 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $141.89 Unrealized +15.4%
AAPL APPLE INC 0.0%
Value ($000) $11 Shares 600 Est. Cost $110.05 Unrealized +6.3%
F FORD MTR CO DEL 0.0%
Value ($000) $11 Shares 20,000 Est. Cost $6.35 Unrealized 0.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $24.63 Unrealized
VIACOMCBS INC 0.0%
Value ($000) $6 Shares 2,500 Est. Cost $37.26 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $5 Shares 1,200 Est. Cost $69.06 Unrealized +14.3%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $3.33 Unrealized
PROSHARES TR 0.0%
Value ($000) $2 Shares 96 Est. Cost $20.83 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $141.08 Unrealized +21.0%
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 300 Est. Cost $99.26 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $161.42 Unrealized 0.0%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $27.33 Unrealized +4.8%