Centric Wealth Management Diversified Active

CIK: 0001752761 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 14, 2021

Total Value ($000): $350,310 (100.0% shares, 0.0% debt)

Holdings (213)

UPS UNITED PARCEL SERVICE INC 19.7%
Value ($000) $69,013 Shares 405,980 Est. Cost $83.55 Unrealized +58.0%
ANTARES PHARMA INC 3.9%
Value ($000) $13,717 Shares 3,337,449 Est. Cost $3.99 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $12,833 Shares 105,056 Est. Cost $111.48 Unrealized +12.2%
GENERAL ELECTRIC CO 2.2%
Value ($000) $7,787 Shares 593,068 Est. Cost $10.78 Unrealized
COTY COTY INC 2.0%
Value ($000) $7,125 Shares 790,796 Est. Cost $5.15 Unrealized +48.2%
ET ENERGY TRANSFER LP 1.6%
Value ($000) $5,767 Shares 750,859 Est. Cost $6.38 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.5%
Value ($000) $5,250 Shares 225,400 Est. Cost $26.36 Unrealized +4.0%
BAC BK OF AMERICA CORP 1.5%
Value ($000) $5,081 Shares 131,320 Est. Cost $23.44 Unrealized +30.7%
TSLA TESLA INC 1.4%
Value ($000) $5,060 Shares 7,576 Est. Cost $180.08 Unrealized +39.4%
PTIN PACER FDS TR 1.4%
Value ($000) $4,929 Shares 178,501 Est. Cost $27.61 Unrealized
C CITIGROUP INC 1.4%
Value ($000) $4,810 Shares 66,113 Est. Cost $42.37 Unrealized +32.6%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $3,761 Shares 11,784 Est. Cost $225.14 Unrealized
LLY LILLY ELI & CO 1.1%
Value ($000) $3,713 Shares 19,875 Est. Cost $113.86 Unrealized +63.4%
AMZN AMAZON COM INC 1.0%
Value ($000) $3,394 Shares 1,097 Est. Cost $120.17 Unrealized +31.9%
PFF ISHARES TR 1.0%
Value ($000) $3,342 Shares 87,020 Est. Cost $38.51 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.9%
Value ($000) $3,197 Shares 159,000 Est. Cost $10.12 Unrealized +60.8%
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,192 Shares 13,540 Est. Cost $182.26 Unrealized +22.3%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $3,162 Shares 23,727 Est. Cost $92.19 Unrealized +6.4%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $3,059 Shares 48,458 Est. Cost $49.50 Unrealized +3.1%
HD HOME DEPOT INC 0.8%
Value ($000) $2,942 Shares 9,637 Est. Cost $189.92 Unrealized +28.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.8%
Value ($000) $2,885 Shares 250,040 Est. Cost $9.69 Unrealized
CEW WISDOMTREE TR 0.8%
Value ($000) $2,847 Shares 159,125 Est. Cost $18.45 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $2,833 Shares 78,187 Est. Cost $27.68 Unrealized +1.3%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $2,760 Shares 7,753 Est. Cost $240.18 Unrealized +41.4%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $2,756 Shares 50,198 Est. Cost $45.88 Unrealized
CORP PIMCO ETF TR 0.7%
Value ($000) $2,567 Shares 23,043 Est. Cost $114.54 Unrealized
V VISA INC 0.7%
Value ($000) $2,546 Shares 12,026 Est. Cost $172.65 Unrealized +17.7%
IVV ISHARES TR 0.7%
Value ($000) $2,524 Shares 6,346 Est. Cost $375.47 Unrealized
ZTS ZOETIS INC 0.7%
Value ($000) $2,500 Shares 15,875 Est. Cost $133.28 Unrealized +13.8%
TROW PRICE T ROWE GROUP INC 0.7%
Value ($000) $2,478 Shares 14,439 Est. Cost $93.36 Unrealized +41.3%
MOH MOLINA HEALTHCARE INC 0.7%
Value ($000) $2,471 Shares 10,569 Est. Cost $166.33 Unrealized +34.1%
BHC BAUSCH HEALTH COS INC 0.7%
Value ($000) $2,444 Shares 77,000 Est. Cost $18.65 Unrealized +57.2%
CDW CDW CORP 0.7%
Value ($000) $2,397 Shares 14,460 Est. Cost $123.09 Unrealized +14.4%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,379 Shares 6,394 Est. Cost $278.81 Unrealized +14.7%
TJX TJX COS INC NEW 0.7%
Value ($000) $2,345 Shares 35,443 Est. Cost $54.08 Unrealized +15.2%
TLS TELOS CORP MD 0.7%
Value ($000) $2,332 Shares 61,500 Est. Cost $23.85 Unrealized +47.8%
CWB SPDR SER TR 0.7%
Value ($000) $2,291 Shares 27,485 Est. Cost $82.81 Unrealized
BIZD VANECK VECTORS ETF TR 0.7%
Value ($000) $2,284 Shares 140,965 Est. Cost $13.73 Unrealized
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $2,245 Shares 120,000 Est. Cost $9.58 Unrealized +18.8%
F FORD MTR CO DEL 0.6%
Value ($000) $2,229 Shares 181,956 Est. Cost $8.27 Unrealized +4.9%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,193 Shares 13,345 Est. Cost $119.76 Unrealized +17.6%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,183 Shares 29,944 Est. Cost $59.20 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $2,172 Shares 98,126 Est. Cost $22.28 Unrealized
MRK MERCK & CO. INC 0.6%
Value ($000) $2,170 Shares 28,145 Est. Cost $62.58 Unrealized +0.8%
FLOT ISHARES TR 0.6%
Value ($000) $2,147 Shares 42,282 Est. Cost $50.74 Unrealized
MAXIM INTEGRATED PRODS INC 0.6%
Value ($000) $2,121 Shares 23,215 Est. Cost $88.73 Unrealized
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,006 Shares 58,908 Est. Cost $32.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,952 Shares 33,568 Est. Cost $41.50 Unrealized +1.8%
TREEHOUSE FOODS INC 0.6%
Value ($000) $1,933 Shares 37,000 Est. Cost $42.49 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.5%
Value ($000) $1,892 Shares 11,510 Est. Cost $136.12 Unrealized +20.9%
BCO BRINKS CO 0.5%
Value ($000) $1,873 Shares 23,645 Est. Cost $54.84 Unrealized +30.1%
DAL DELTA AIR LINES INC DEL 0.5%
Value ($000) $1,807 Shares 37,420 Est. Cost $37.48 Unrealized +14.8%
IWM ISHARES TR 0.5%
Value ($000) $1,754 Shares 7,941 Est. Cost $196.09 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,739 Shares 12,837 Est. Cost $90.41 Unrealized +28.0%
DKS DICKS SPORTING GOODS INC 0.5%
Value ($000) $1,672 Shares 21,958 Est. Cost $37.27 Unrealized +66.1%
MTUM ISHARES TR 0.5%
Value ($000) $1,650 Shares 10,256 Est. Cost $146.18 Unrealized
BERRY GLOBAL GROUP INC 0.5%
Value ($000) $1,604 Shares 26,117 Est. Cost $56.21 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,561 Shares 19,807 Est. Cost $52.90 Unrealized +32.3%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,559 Shares 14,272 Est. Cost $65.49 Unrealized +43.6%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,489 Shares 722 Est. Cost $83.49 Unrealized +17.3%
SHYFT GROUP INC 0.4%
Value ($000) $1,414 Shares 38,000 Est. Cost $28.39 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,387 Shares 10,210 Est. Cost $37.40 Unrealized +15.8%
UNP UNION PAC CORP 0.4%
Value ($000) $1,377 Shares 6,248 Est. Cost $149.51 Unrealized +25.8%
MCK MCKESSON CORP 0.4%
Value ($000) $1,366 Shares 7,006 Est. Cost $169.38 Unrealized +4.7%
INDEXIQ ETF TR 0.4%
Value ($000) $1,365 Shares 54,719 Est. Cost $25.43 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,341 Shares 20,958 Est. Cost $49.58 Unrealized +9.1%
META FACEBOOK INC 0.4%
Value ($000) $1,291 Shares 4,384 Est. Cost $226.26 Unrealized +18.2%
GRMN GARMIN LTD 0.4%
Value ($000) $1,279 Shares 9,704 Est. Cost $99.74 Unrealized +12.1%
SPHB INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,276 Shares 18,349 Est. Cost $56.78 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,269 Shares 5,220 Est. Cost $241.19 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,247 Shares 12,666 Est. Cost $88.54 Unrealized
CANOPY GROWTH CORP 0.4%
Value ($000) $1,245 Shares 38,875 Est. Cost $24.63 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,244 Shares 7,402 Est. Cost $160.75 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,240 Shares 9,334 Est. Cost $129.99 Unrealized
USMV ISHARES TR 0.4%
Value ($000) $1,233 Shares 17,814 Est. Cost $53.25 Unrealized
CRI CARTERS INC 0.3%
Value ($000) $1,207 Shares 13,570 Est. Cost $73.12 Unrealized +4.7%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,198 Shares 6,358 Est. Cost $143.09 Unrealized +9.5%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,187 Shares 9,030 Est. Cost $115.91 Unrealized
SKILLZ INC 0.3%
Value ($000) $1,187 Shares 155,000 Est. Cost $7.24 Unrealized
DBX DROPBOX INC 0.3%
Value ($000) $1,160 Shares 43,500 Est. Cost $24.06 Unrealized 0.0%
TGT TARGET CORP 0.3%
Value ($000) $1,151 Shares 5,810 Est. Cost $144.87 Unrealized +12.7%
VIACOMCBS INC 0.3%
Value ($000) $1,150 Shares 25,500 Est. Cost $37.26 Unrealized
IYE ISHARES TR 0.3%
Value ($000) $1,134 Shares 43,215 Est. Cost $20.24 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,119 Shares 3,423 Est. Cost $276.90 Unrealized 0.0%
EFA ISHARES TR 0.3%
Value ($000) $1,103 Shares 14,537 Est. Cost $72.99 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,102 Shares 15,705 Est. Cost $44.11 Unrealized +37.4%
ABBV ABBVIE INC 0.3%
Value ($000) $1,086 Shares 10,037 Est. Cost $69.06 Unrealized +28.7%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,074 Shares 14,275 Est. Cost $55.14 Unrealized +12.9%
AMGN AMGEN INC 0.3%
Value ($000) $1,070 Shares 4,300 Est. Cost $174.78 Unrealized +17.1%
USHG ACQUISITION CORP 0.3%
Value ($000) $1,050 Shares 104,500 Est. Cost $10.05 Unrealized
SKILLZ INC 0.3%
Value ($000) $1,049 Shares 55,100 Est. Cost $20.00 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,037 Shares 4,036 Est. Cost $253.22 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,012 Shares 19,784 Est. Cost $28.73 Unrealized +5.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $988 Shares 2,675 Est. Cost $310.29 Unrealized -3.3%
KO COCA COLA CO 0.3%
Value ($000) $974 Shares 18,480 Est. Cost $40.85 Unrealized +6.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $959 Shares 4,278 Est. Cost $174.94 Unrealized +9.3%
CRM SALESFORCE COM INC 0.3%
Value ($000) $952 Shares 4,493 Est. Cost $232.62 Unrealized -5.4%
BBY BEST BUY INC 0.3%
Value ($000) $938 Shares 8,174 Est. Cost $89.95 Unrealized +0.7%
HDGE ADVISORSHARES TR 0.3%
Value ($000) $937 Shares 37,010 Est. Cost $25.32 Unrealized
YUMC YUM CHINA HLDGS INC 0.3%
Value ($000) $918 Shares 15,500 Est. Cost $56.16 Unrealized +6.4%
OILK PROSHARES TR 0.3%
Value ($000) $912 Shares 17,189 Est. Cost $42.99 Unrealized
COVETRUS INC 0.3%
Value ($000) $884 Shares 29,500 Est. Cost $28.73 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.2%
Value ($000) $870 Shares 45,000 Est. Cost $17.18 Unrealized +9.0%
BX BLACKSTONE GROUP INC 0.2%
Value ($000) $850 Shares 11,412 Est. Cost $44.08 Unrealized +32.9%
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $848 Shares 100,000 Est. Cost $8.48 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $844 Shares 11,387 Est. Cost $50.39 Unrealized +15.4%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $835 Shares 17,000 Est. Cost $49.12 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $833 Shares 16,000 Est. Cost $52.06 Unrealized
AAP ADVANCE AUTO PARTS INC 0.2%
Value ($000) $827 Shares 4,505 Est. Cost $149.06 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $818 Shares 3,046 Est. Cost $143.04 Unrealized +60.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $817 Shares 5,367 Est. Cost $99.74 Unrealized +27.6%
CSWC CAPITAL SOUTHWEST CORP 0.2%
Value ($000) $798 Shares 36,000 Est. Cost $8.70 Unrealized +33.7%
STRL STERLING CONSTR INC 0.2%
Value ($000) $766 Shares 33,000 Est. Cost $16.31 Unrealized +33.6%
TWITTER INC 0.2%
Value ($000) $751 Shares 11,801 Est. Cost $54.13 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $747 Shares 361 Est. Cost $57.32 Unrealized +71.8%
IYY ISHARES TR 0.2%
Value ($000) $733 Shares 7,336 Est. Cost $105.96 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $700 Shares 35,000 Est. Cost $20.10 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.2%
Value ($000) $692 Shares 10,000 Est. Cost $67.66 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $674 Shares 3,655 Est. Cost $124.14 Unrealized +45.1%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $654 Shares 16,752 Est. Cost $30.72 Unrealized +2.9%
ABT ABBOTT LABS 0.2%
Value ($000) $637 Shares 5,318 Est. Cost $99.26 Unrealized +9.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $597 Shares 10,690 Est. Cost $50.02 Unrealized -13.4%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $581 Shares 1,089 Est. Cost $13.35 Unrealized +0.4%
BA BOEING CO 0.2%
Value ($000) $574 Shares 2,252 Est. Cost $193.34 Unrealized +15.0%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $574 Shares 14,350 Est. Cost $25.55 Unrealized +12.0%
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $565 Shares 4,873 Est. Cost $72.47 Unrealized +39.5%
PTBD PACER FDS TR 0.2%
Value ($000) $565 Shares 20,731 Est. Cost $27.48 Unrealized
T AT&T INC 0.2%
Value ($000) $562 Shares 18,559 Est. Cost $15.82 Unrealized +2.1%
GLD SPDR GOLD TR 0.2%
Value ($000) $562 Shares 3,512 Est. Cost $159.84 Unrealized
FALCON CAPITAL ACQUISITN COR 0.2%
Value ($000) $558 Shares 56,000 Est. Cost $9.96 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $554 Shares 2,281 Est. Cost $251.93 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $551 Shares 10,650 Est. Cost $37.66 Unrealized +7.8%
CALAMOS STRATEGIC TOTAL RETU 0.2%
Value ($000) $538 Shares 31,223 Est. Cost $15.79 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $530 Shares 2,073 Est. Cost $210.96 Unrealized +15.1%
CPB CAMPBELL SOUP CO 0.2%
Value ($000) $526 Shares 10,460 Est. Cost $40.19 Unrealized +0.6%
KBE SPDR SER TR 0.1%
Value ($000) $522 Shares 10,060 Est. Cost $41.85 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $519 Shares 4,132 Est. Cost $125.21 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $516 Shares 5,101 Est. Cost $88.99 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $516 Shares 5,438 Est. Cost $90.23 Unrealized
EZM WISDOMTREE TR 0.1%
Value ($000) $496 Shares 9,731 Est. Cost $38.16 Unrealized
NKE NIKE INC 0.1%
Value ($000) $494 Shares 3,719 Est. Cost $90.32 Unrealized +43.4%
L&F ACQUISITION CORP 0.1%
Value ($000) $493 Shares 50,000 Est. Cost $9.86 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $489 Shares 2,254 Est. Cost $145.08 Unrealized +21.8%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $470 Shares 11,753 Est. Cost $33.86 Unrealized
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $466 Shares 45,574 Est. Cost $9.57 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $447 Shares 11,233 Est. Cost $33.81 Unrealized
EQUITY DISTR ACQUISITION COR 0.1%
Value ($000) $447 Shares 44,000 Est. Cost $10.62 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $443 Shares 3,820 Est. Cost $113.41 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $438 Shares 3,234 Est. Cost $157.17 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $433 Shares 3,099 Est. Cost $97.53 Unrealized +16.0%
OSI ETF TR 0.1%
Value ($000) $418 Shares 10,471 Est. Cost $35.58 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $417 Shares 37,465 Est. Cost $10.21 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $405 Shares 1,787 Est. Cost $176.88 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $400 Shares 3,707 Est. Cost $108.23 Unrealized
BW BABCOCK & WILCOX ENTERPRISES 0.1%
Value ($000) $391 Shares 41,295 Est. Cost $6.42 Unrealized 0.0%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $385 Shares 24,000 Est. Cost $12.73 Unrealized +21.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $373 Shares 6,887 Est. Cost $39.50 Unrealized +16.8%
U S CONCRETE INC 0.1%
Value ($000) $367 Shares 5,000 Est. Cost $40.00 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $356 Shares 5,217 Est. Cost $67.42 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $356 Shares 2,516 Est. Cost $115.56 Unrealized +2.0%
SUMMIT MATLS INC 0.1%
Value ($000) $350 Shares 12,500 Est. Cost $20.06 Unrealized
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $348 Shares 11,718 Est. Cost $27.23 Unrealized
DIV GLOBAL X FDS 0.1%
Value ($000) $348 Shares 17,943 Est. Cost $16.86 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $329 Shares 9,228 Est. Cost $39.37 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $327 Shares 6,921 Est. Cost $44.50 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $323 Shares 1,810 Est. Cost $158.22 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $315 Shares 4,081 Est. Cost $58.43 Unrealized +11.7%
DWLD DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $311 Shares 9,224 Est. Cost $22.62 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $303 Shares 4,014 Est. Cost $65.64 Unrealized +4.8%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $297 Shares 924 Est. Cost $368.06 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $294 Shares 2,810 Est. Cost $82.24 Unrealized -3.2%
MMM 3M CO 0.1%
Value ($000) $291 Shares 1,513 Est. Cost $109.00 Unrealized +14.8%
NFLX NETFLIX INC 0.1%
Value ($000) $288 Shares 553 Est. Cost $50.70 Unrealized +4.6%
IQLT ISHARES TR 0.1%
Value ($000) $277 Shares 7,604 Est. Cost $35.64 Unrealized
UBS AG LONDON BRANCH 0.1%
Value ($000) $276 Shares 492 Est. Cost $552.85 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $276 Shares 596 Est. Cost $34.82 Unrealized +19.6%
HUBB HUBBELL INC 0.1%
Value ($000) $266 Shares 1,421 Est. Cost $140.57 Unrealized +13.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $259 Shares 974 Est. Cost $224.01 Unrealized +4.7%
UNILEVER PLC 0.1%
Value ($000) $256 Shares 4,577 Est. Cost $60.41 Unrealized
EATON VANCE ENHANCED EQUITY 0.1%
Value ($000) $250 Shares 14,875 Est. Cost $13.11 Unrealized
TFX TELEFLEX INCORPORATED 0.1%
Value ($000) $249 Shares 600 Est. Cost $357.06 Unrealized +8.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $241 Shares 608 Est. Cost $373.36 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $236 Shares 3,008 Est. Cost $86.30 Unrealized -0.2%
IVOL KRANESHARES TR 0.1%
Value ($000) $230 Shares 8,054 Est. Cost $28.56 Unrealized
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $227 Shares 5,666 Est. Cost $26.94 Unrealized +38.0%
MS MORGAN STANLEY 0.1%
Value ($000) $222 Shares 2,865 Est. Cost $65.58 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $221 Shares 2,235 Est. Cost $91.73 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $218 Shares 289 Est. Cost $722.22 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $211 Shares 3,200 Est. Cost $31.03 Unrealized 0.0%
LOAN MANHATTAN BRDG CAP INC 0.1%
Value ($000) $211 Shares 34,528 Est. Cost $5.21 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $209 Shares 3,220 Est. Cost $61.98 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $206 Shares 4,712 Est. Cost $22.23 Unrealized +13.6%
QURATE RETAIL INC 0.1%
Value ($000) $177 Shares 15,031 Est. Cost $10.98 Unrealized
MRCC MONROE CAP CORP 0.0%
Value ($000) $171 Shares 17,000 Est. Cost $4.18 Unrealized +22.8%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $143 Shares 10,000 Est. Cost Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $120 Shares 10,085 Est. Cost $11.80 Unrealized
DFP HEALTHCARE ACQUISITNS CO 0.0%
Value ($000) $100 Shares 10,000 Est. Cost $10.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $94 Shares 9,000 Est. Cost $92.19 Unrealized +6.4%
SKILLZ INC 0.0%
Value ($000) $84 Shares 10,000 Est. Cost $20.00 Unrealized
FALCON CAPITAL ACQUISITN COR 0.0%
Value ($000) $40 Shares 26,000 Est. Cost $1.54 Unrealized
COMSOVEREIGN HLDG CORP 0.0%
Value ($000) $40 Shares 15,000 Est. Cost $2.67 Unrealized
HIGHCAPE CAP ACQUISITION COR 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $3.30 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $32 Shares 3,000 Est. Cost $30.72 Unrealized +2.9%
AAPL APPLE INC 0.0%
Value ($000) $31 Shares 2,600 Est. Cost $111.48 Unrealized +12.2%
F FORD MTR CO DEL 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $8.27 Unrealized +4.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $23 Shares 5,000 Est. Cost $49.50 Unrealized +3.1%
BHC BAUSCH HEALTH COS INC 0.0%
Value ($000) $23 Shares 3,000 Est. Cost $18.65 Unrealized +57.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $145.08 Unrealized +21.8%
AGILE THERAPEUTICS INC 0.0%
Value ($000) $21 Shares 10,300 Est. Cost $1.13 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $19 Shares 3,200 Est. Cost $69.06 Unrealized +28.7%
VIACOMCBS INC 0.0%
Value ($000) $14 Shares 3,000 Est. Cost $37.26 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 7,500 Est. Cost $26.36 Unrealized +4.0%
ABT ABBOTT LABS 0.0%
Value ($000) $3 Shares 300 Est. Cost $99.26 Unrealized +9.4%