Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Diversified Active

CIK: 0001748861 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 22, 2021

Total Value ($000): $299,800 (100.0% shares, 0.0% debt)

Holdings (349)

AAPL APPLE INC 3.8%
Value ($000) $11,392 Shares 83,178 Est. Cost $105.16 Unrealized +20.2%
AMZN AMAZON COM INC 3.5%
Value ($000) $10,467 Shares 3,043 Est. Cost $146.72 Unrealized +13.3%
MSFT MICROSOFT CORP 3.1%
Value ($000) $9,291 Shares 34,298 Est. Cost $148.52 Unrealized +64.8%
TSLA TESLA INC 1.5%
Value ($000) $4,423 Shares 6,507 Est. Cost $226.19 Unrealized -4.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,028 Shares 14,492 Est. Cost $213.05 Unrealized +31.2%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $3,998 Shares 71,350 Est. Cost $40.65 Unrealized +6.8%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,218 Shares 51,010 Est. Cost $44.73 Unrealized +11.9%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $3,198 Shares 20,558 Est. Cost $111.76 Unrealized +25.0%
BP BP PLC 1.0%
Value ($000) $3,029 Shares 114,660 Est. Cost $24.35 Unrealized
BIL SPDR SER TR 1.0%
Value ($000) $2,980 Shares 32,578 Est. Cost $91.53 Unrealized
JEF JEFFERIES FINL GROUP INC 1.0%
Value ($000) $2,948 Shares 86,203 Est. Cost $14.39 Unrealized +83.1%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $2,884 Shares 7,203 Est. Cost $313.82 Unrealized +17.6%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,873 Shares 17,437 Est. Cost $124.57 Unrealized +16.3%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $2,761 Shares 7,791 Est. Cost $190.52 Unrealized
GENERAL ELECTRIC CO 0.9%
Value ($000) $2,756 Shares 204,763 Est. Cost $12.84 Unrealized
PIONEER NAT RES CO 0.9%
Value ($000) $2,692 Shares 16,562 Est. Cost $72.89 Unrealized
CVE CENOVUS ENERGY INC 0.9%
Value ($000) $2,624 Shares 273,919 Est. Cost $6.35 Unrealized +20.7%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $2,616 Shares 19,386 Est. Cost $97.88 Unrealized +23.3%
IVV ISHARES TR 0.9%
Value ($000) $2,608 Shares 6,067 Est. Cost $277.51 Unrealized
DNP SELECT INCOME FD INC 0.9%
Value ($000) $2,550 Shares 244,017 Est. Cost $9.93 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $2,489 Shares 7,805 Est. Cost $213.52 Unrealized +32.9%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $2,411 Shares 5,633 Est. Cost $271.58 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $2,329 Shares 29,949 Est. Cost $61.90 Unrealized +3.6%
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $2,297 Shares 14,840 Est. Cost $111.30 Unrealized
GLD SPDR GOLD TR 0.8%
Value ($000) $2,288 Shares 13,814 Est. Cost $145.04 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $2,170 Shares 12,344 Est. Cost $137.06 Unrealized +28.2%
T AT&T INC 0.7%
Value ($000) $2,146 Shares 74,549 Est. Cost $15.57 Unrealized +9.1%
STNG SCORPIO TANKERS INC 0.7%
Value ($000) $2,145 Shares 97,291 Est. Cost $17.95 Unrealized
BSV VANGUARD BD INDEX FDS 0.7%
Value ($000) $2,065 Shares 25,135 Est. Cost $81.76 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,063 Shares 8,424 Est. Cost $151.50 Unrealized
DVY ISHARES TR 0.7%
Value ($000) $1,989 Shares 17,053 Est. Cost $101.83 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,952 Shares 17,325 Est. Cost $62.40 Unrealized +51.9%
ABT ABBOTT LABS 0.6%
Value ($000) $1,945 Shares 16,779 Est. Cost $86.42 Unrealized +24.1%
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $1,902 Shares 10,954 Est. Cost $135.67 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,898 Shares 12,855 Est. Cost $91.71 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.6%
Value ($000) $1,887 Shares 44,245 Est. Cost $33.62 Unrealized +23.0%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,883 Shares 28,173 Est. Cost $43.49 Unrealized +23.9%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,872 Shares 8,535 Est. Cost $139.63 Unrealized +37.6%
NEM NEWMONT CORP 0.6%
Value ($000) $1,844 Shares 29,102 Est. Cost $34.45 Unrealized +68.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,807 Shares 2,259 Est. Cost $13.24 Unrealized +20.7%
PFE PFIZER INC 0.6%
Value ($000) $1,803 Shares 46,038 Est. Cost $26.96 Unrealized +15.0%
RDVY FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,786 Shares 37,181 Est. Cost $33.12 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,682 Shares 11,156 Est. Cost $103.38 Unrealized
IAU ISHARES GOLD TR 0.6%
Value ($000) $1,669 Shares 49,518 Est. Cost $33.70 Unrealized
TIP ISHARES TR 0.6%
Value ($000) $1,668 Shares 13,032 Est. Cost $118.61 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,637 Shares 19,623 Est. Cost $55.21 Unrealized +27.7%
PEP PEPSICO INC 0.5%
Value ($000) $1,600 Shares 10,798 Est. Cost $112.55 Unrealized +12.1%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,585 Shares 15,132 Est. Cost $77.86 Unrealized +11.9%
MTUM ISHARES TR 0.5%
Value ($000) $1,577 Shares 9,090 Est. Cost $116.84 Unrealized
SMH VANECK VECTORS ETF TR 0.5%
Value ($000) $1,546 Shares 5,895 Est. Cost $104.98 Unrealized
ARKW ARK ETF TR 0.5%
Value ($000) $1,528 Shares 9,917 Est. Cost $70.06 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,514 Shares 14,789 Est. Cost $75.54 Unrealized
IEFA ISHARES TR 0.5%
Value ($000) $1,509 Shares 20,161 Est. Cost $61.76 Unrealized
CRM SALESFORCE COM INC 0.5%
Value ($000) $1,508 Shares 6,174 Est. Cost $225.00 Unrealized +1.2%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,463 Shares 15,392 Est. Cost $95.80 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $1,462 Shares 5,998 Est. Cost $170.69 Unrealized +24.5%
WMT WALMART INC 0.5%
Value ($000) $1,450 Shares 10,283 Est. Cost $34.76 Unrealized +26.0%
MTZ MASTEC INC 0.5%
Value ($000) $1,443 Shares 13,605 Est. Cost $88.78 Unrealized +22.3%
USMV ISHARES TR 0.5%
Value ($000) $1,378 Shares 18,717 Est. Cost $56.82 Unrealized
MINT PIMCO ETF TR 0.5%
Value ($000) $1,373 Shares 13,465 Est. Cost $101.93 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $1,360 Shares 543 Est. Cost $82.32 Unrealized +43.7%
ABEV AMBEV SA 0.5%
Value ($000) $1,358 Shares 394,663 Est. Cost $2.74 Unrealized
REGN REGENERON PHARMACEUTICALS 0.4%
Value ($000) $1,348 Shares 2,414 Est. Cost $549.31 Unrealized -8.3%
SPLUNK INC 0.4%
Value ($000) $1,340 Shares 9,267 Est. Cost $144.60 Unrealized
GDX VANECK VECTORS ETF TR 0.4%
Value ($000) $1,332 Shares 39,203 Est. Cost $26.31 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,318 Shares 5,705 Est. Cost $183.77 Unrealized +13.9%
HNDL STRATEGY SHS 0.4%
Value ($000) $1,314 Shares 51,283 Est. Cost $25.06 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,296 Shares 23,959 Est. Cost $42.55 Unrealized +11.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,289 Shares 24,325 Est. Cost $37.01 Unrealized +23.8%
LLY LILLY ELI & CO 0.4%
Value ($000) $1,283 Shares 5,588 Est. Cost $142.23 Unrealized +34.9%
IVOL KRANESHARES TR 0.4%
Value ($000) $1,260 Shares 45,615 Est. Cost $27.62 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,249 Shares 20,891 Est. Cost $58.78 Unrealized
ENB ENBRIDGE INC 0.4%
Value ($000) $1,242 Shares 31,031 Est. Cost $26.58 Unrealized +7.7%
IHI ISHARES TR 0.4%
Value ($000) $1,241 Shares 3,436 Est. Cost $262.48 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,239 Shares 9,984 Est. Cost $86.95 Unrealized +25.9%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,224 Shares 5,663 Est. Cost $170.75 Unrealized +14.6%
SLV ISHARES SILVER TR 0.4%
Value ($000) $1,213 Shares 50,075 Est. Cost $19.30 Unrealized
ARKG ARK ETF TR 0.4%
Value ($000) $1,185 Shares 12,807 Est. Cost $89.18 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,173 Shares 21,601 Est. Cost $41.28 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,171 Shares 9,940 Est. Cost $55.39 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,155 Shares 7,824 Est. Cost $114.23 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,119 Shares 5,633 Est. Cost $112.79 Unrealized +24.5%
NEAR ISHARES U S ETF TR 0.4%
Value ($000) $1,112 Shares 22,162 Est. Cost $50.18 Unrealized
ALKS ALKERMES PLC 0.4%
Value ($000) $1,103 Shares 45,000 Est. Cost $18.22 Unrealized +22.1%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,094 Shares 2,891 Est. Cost $296.82 Unrealized +14.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $1,069 Shares 17,899 Est. Cost $46.45 Unrealized +13.8%
INTC INTEL CORP 0.3%
Value ($000) $1,048 Shares 18,666 Est. Cost $45.46 Unrealized +17.9%
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,032 Shares 11,470 Est. Cost $89.82 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,006 Shares 27,429 Est. Cost $28.75 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $1,005 Shares 16,615 Est. Cost $43.68 Unrealized +23.1%
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $991 Shares 10,204 Est. Cost $41.26 Unrealized +84.8%
CCJ CAMECO CORP 0.3%
Value ($000) $976 Shares 50,862 Est. Cost $13.68 Unrealized +36.3%
FHN FIRST HORIZON CORPORATION 0.3%
Value ($000) $969 Shares 56,085 Est. Cost $13.32 Unrealized +15.7%
INTU INTUIT 0.3%
Value ($000) $968 Shares 1,975 Est. Cost $380.49 Unrealized +10.8%
ICSH ISHARES TR 0.3%
Value ($000) $943 Shares 18,675 Est. Cost $50.57 Unrealized
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $905 Shares 17,263 Est. Cost $50.85 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $893 Shares 16,195 Est. Cost $43.95 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $866 Shares 11,455 Est. Cost $55.01 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $862 Shares 353 Est. Cost $68.15 Unrealized +70.1%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $857 Shares 20,789 Est. Cost $23.05 Unrealized +58.6%
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $839 Shares 11,652 Est. Cost $64.71 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $837 Shares 3,848 Est. Cost $138.76 Unrealized +52.7%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $837 Shares 9,745 Est. Cost $85.33 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $835 Shares 3,749 Est. Cost $148.24 Unrealized
DGRW WISDOMTREE TR 0.3%
Value ($000) $810 Shares 13,572 Est. Cost $41.23 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $807 Shares 3,583 Est. Cost $161.84 Unrealized
IEI ISHARES TR 0.3%
Value ($000) $783 Shares 6,002 Est. Cost $132.89 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $775 Shares 29,011 Est. Cost $18.28 Unrealized +22.3%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $775 Shares 8,249 Est. Cost $52.55 Unrealized +53.8%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $774 Shares 3,895 Est. Cost $139.57 Unrealized +26.3%
WESTERN AST INFL LKD OPP & I 0.3%
Value ($000) $766 Shares 58,447 Est. Cost $12.34 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $761 Shares 10,382 Est. Cost $67.12 Unrealized -0.9%
ORCL ORACLE CORP 0.3%
Value ($000) $760 Shares 9,764 Est. Cost $54.78 Unrealized +34.3%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $755 Shares 5,371 Est. Cost $116.66 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $745 Shares 1,079 Est. Cost $293.42 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $742 Shares 7,510 Est. Cost $69.93 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $742 Shares 9,540 Est. Cost $62.33 Unrealized +14.4%
AGG ISHARES TR 0.2%
Value ($000) $741 Shares 6,427 Est. Cost $112.42 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.2%
Value ($000) $737 Shares 4,550 Est. Cost $36.31 Unrealized +114.4%
ETN EATON CORP PLC 0.2%
Value ($000) $736 Shares 4,964 Est. Cost $119.76 Unrealized +11.8%
RSPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $728 Shares 16,077 Est. Cost $45.28 Unrealized
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $725 Shares 13,650 Est. Cost $49.50 Unrealized +12.6%
VNLA JANUS DETROIT STR TR 0.2%
Value ($000) $722 Shares 14,386 Est. Cost $50.27 Unrealized
APTIV PLC 0.2%
Value ($000) $708 Shares 4,497 Est. Cost $139.17 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.2%
Value ($000) $701 Shares 1,812 Est. Cost $270.97 Unrealized +22.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $699 Shares 14,655 Est. Cost $28.01 Unrealized +21.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $697 Shares 1,420 Est. Cost $354.91 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $682 Shares 2,972 Est. Cost $168.45 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $679 Shares 6,549 Est. Cost $69.75 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $671 Shares 4,695 Est. Cost $92.17 Unrealized +32.5%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $667 Shares 1,828 Est. Cost $282.83 Unrealized +28.1%
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $655 Shares 4,723 Est. Cost $128.39 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.2%
Value ($000) $647 Shares 3,999 Est. Cost $95.35 Unrealized +27.5%
KIRKLAND LAKE GOLD LTD 0.2%
Value ($000) $643 Shares 16,678 Est. Cost $40.71 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $638 Shares 9,267 Est. Cost $55.07 Unrealized +1.4%
META FACEBOOK INC 0.2%
Value ($000) $637 Shares 1,831 Est. Cost $233.72 Unrealized +36.3%
SHY ISHARES TR 0.2%
Value ($000) $636 Shares 7,378 Est. Cost $86.03 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $630 Shares 6,010 Est. Cost $84.57 Unrealized
HOLX HOLOGIC INC 0.2%
Value ($000) $621 Shares 9,315 Est. Cost $72.67 Unrealized -8.0%
CSX CSX CORP 0.2%
Value ($000) $620 Shares 19,320 Est. Cost $29.97 Unrealized +3.3%
EMR EMERSON ELEC CO 0.2%
Value ($000) $618 Shares 6,423 Est. Cost $66.68 Unrealized +28.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $616 Shares 4,203 Est. Cost $99.13 Unrealized +14.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $614 Shares 8,124 Est. Cost $63.32 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $609 Shares 5,445 Est. Cost $79.07 Unrealized +28.6%
IEF ISHARES TR 0.2%
Value ($000) $608 Shares 5,266 Est. Cost $114.23 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $597 Shares 1,261 Est. Cost $368.32 Unrealized +9.3%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $595 Shares 4,330 Est. Cost $131.41 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $591 Shares 2,446 Est. Cost $131.27 Unrealized +45.9%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $588 Shares 7,518 Est. Cost $50.52 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $578 Shares 9,486 Est. Cost $44.72 Unrealized +18.3%
SPAB SPDR SER TR 0.2%
Value ($000) $578 Shares 19,254 Est. Cost $29.55 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $568 Shares 1,434 Est. Cost $324.04 Unrealized +10.8%
KELLOGG CO 0.2%
Value ($000) $561 Shares 8,715 Est. Cost $46.06 Unrealized +11.9%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $558 Shares 9,203 Est. Cost $47.95 Unrealized +16.3%
BA BOEING CO 0.2%
Value ($000) $548 Shares 2,288 Est. Cost $265.28 Unrealized -8.9%
V VISA INC 0.2%
Value ($000) $547 Shares 2,338 Est. Cost $199.60 Unrealized +10.7%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $546 Shares 2,257 Est. Cost $238.64 Unrealized -2.5%
MET METLIFE INC 0.2%
Value ($000) $542 Shares 9,062 Est. Cost $47.61 Unrealized +15.7%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $528 Shares 1,811 Est. Cost $224.44 Unrealized +17.4%
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $527 Shares 13,223 Est. Cost $39.46 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $521 Shares 6,164 Est. Cost $67.03 Unrealized +8.5%
PFF ISHARES TR 0.2%
Value ($000) $520 Shares 13,230 Est. Cost $35.68 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $519 Shares 11,454 Est. Cost $37.05 Unrealized +7.9%
GUGGENHEIM STRATEGIC OPPORTU 0.2%
Value ($000) $518 Shares 23,887 Est. Cost $21.69 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $511 Shares 5,151 Est. Cost $66.81 Unrealized +14.4%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $511 Shares 3,823 Est. Cost $112.54 Unrealized -0.1%
IRM IRON MTN INC NEW 0.2%
Value ($000) $509 Shares 12,027 Est. Cost $23.04 Unrealized +50.4%
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $509 Shares 5,089 Est. Cost $100.72 Unrealized
FISV FISERV INC 0.2%
Value ($000) $504 Shares 4,716 Est. Cost $104.06 Unrealized +11.7%
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $503 Shares 9,615 Est. Cost $39.41 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $499 Shares 6,034 Est. Cost $79.94 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $496 Shares 22,377 Est. Cost $22.17 Unrealized
INVITAE CORP 0.2%
Value ($000) $493 Shares 14,625 Est. Cost $22.21 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $490 Shares 9,650 Est. Cost $50.76 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $484 Shares 915 Est. Cost $353.14 Unrealized +41.1%
IEMG ISHARES INC 0.2%
Value ($000) $483 Shares 7,213 Est. Cost $52.85 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $480 Shares 7,597 Est. Cost $54.19 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $477 Shares 5,589 Est. Cost $62.94 Unrealized +20.3%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $475 Shares 4,807 Est. Cost $69.39 Unrealized +20.9%
IJH ISHARES TR 0.2%
Value ($000) $473 Shares 1,760 Est. Cost $199.66 Unrealized
TECK TECK RESOURCES LTD 0.2%
Value ($000) $461 Shares 20,000 Est. Cost $11.98 Unrealized +89.9%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $460 Shares 4,345 Est. Cost $82.78 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $455 Shares 902 Est. Cost $414.59 Unrealized +12.4%
PACB PACIFIC BIOSCIENCES CALIF IN 0.1%
Value ($000) $445 Shares 12,728 Est. Cost $34.62 Unrealized -16.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $441 Shares 7,738 Est. Cost $39.03 Unrealized +25.7%
ICLN ISHARES TR 0.1%
Value ($000) $439 Shares 18,693 Est. Cost $13.07 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $434 Shares 2,652 Est. Cost $140.78 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $432 Shares 3,086 Est. Cost $99.99 Unrealized +28.6%
IAG IAMGOLD CORP 0.1%
Value ($000) $431 Shares 146,000 Est. Cost $3.98 Unrealized -15.4%
PTC PTC INC 0.1%
Value ($000) $424 Shares 3,000 Est. Cost $76.77 Unrealized +78.1%
SOXX ISHARES TR 0.1%
Value ($000) $415 Shares 914 Est. Cost $386.95 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $413 Shares 1,344 Est. Cost $198.67 Unrealized +46.5%
FDM FIRST TR DOW JONES SELECT MI 0.1%
Value ($000) $409 Shares 6,621 Est. Cost $45.17 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $408 Shares 2,141 Est. Cost $92.80 Unrealized +71.0%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $402 Shares 4,910 Est. Cost $60.59 Unrealized +13.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $402 Shares 3,386 Est. Cost $108.32 Unrealized 0.0%
GM GENERAL MTRS CO 0.1%
Value ($000) $402 Shares 6,797 Est. Cost $52.01 Unrealized +9.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $402 Shares 16,673 Est. Cost $26.89 Unrealized
DOW DOW INC 0.1%
Value ($000) $399 Shares 6,306 Est. Cost $47.20 Unrealized +8.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $395 Shares 6,231 Est. Cost $51.16 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $395 Shares 6,620 Est. Cost $40.78 Unrealized
PROVIDENT BANCORP INC 0.1%
Value ($000) $391 Shares 24,000 Est. Cost $12.03 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $390 Shares 4,789 Est. Cost $70.46 Unrealized +4.2%
MOAT VANECK VECTORS ETF TR 0.1%
Value ($000) $388 Shares 5,239 Est. Cost $59.51 Unrealized
DIAL COLUMBIA ETF TR I 0.1%
Value ($000) $387 Shares 17,981 Est. Cost $21.77 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $381 Shares 25,083 Est. Cost $14.23 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $378 Shares 4,890 Est. Cost $64.71 Unrealized -1.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $373 Shares 2,317 Est. Cost $131.71 Unrealized +18.2%
LAZARD LTD 0.1%
Value ($000) $373 Shares 8,235 Est. Cost $42.90 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $367 Shares 1,274 Est. Cost $240.18 Unrealized +8.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $362 Shares 248 Est. Cost $123.22 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $358 Shares 1,703 Est. Cost $110.15 Unrealized +76.2%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $356 Shares 1,992 Est. Cost $132.81 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $354 Shares 2,947 Est. Cost $118.43 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $352 Shares 5,461 Est. Cost $62.56 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $350 Shares 2,864 Est. Cost $118.90 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $347 Shares 2,540 Est. Cost $115.66 Unrealized +20.2%
ABNB AIRBNB INC 0.1%
Value ($000) $346 Shares 2,260 Est. Cost $171.54 Unrealized -8.5%
FTNT FORTINET INC 0.1%
Value ($000) $345 Shares 1,450 Est. Cost $25.83 Unrealized +65.3%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $342 Shares 2,500 Est. Cost $111.66 Unrealized +18.7%
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $340 Shares 3,765 Est. Cost $60.88 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $339 Shares 3,054 Est. Cost $105.69 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $339 Shares 7,640 Est. Cost $25.34 Unrealized +8.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $339 Shares 5,430 Est. Cost $49.25 Unrealized +10.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $337 Shares 4,698 Est. Cost $59.14 Unrealized +10.2%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $337 Shares 1,557 Est. Cost $185.82 Unrealized +5.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $336 Shares 1,175 Est. Cost $189.33 Unrealized +31.6%
DOCU DOCUSIGN INC 0.1%
Value ($000) $335 Shares 1,197 Est. Cost $210.22 Unrealized +6.4%
GDXJ VANECK VECTORS ETF TR 0.1%
Value ($000) $334 Shares 7,152 Est. Cost $51.47 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $333 Shares 4,111 Est. Cost $104.90 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $333 Shares 3,233 Est. Cost $103.00 Unrealized
ENTG ENTEGRIS INC 0.1%
Value ($000) $333 Shares 2,712 Est. Cost $65.62 Unrealized +71.9%
PPL PPL CORP 0.1%
Value ($000) $331 Shares 11,818 Est. Cost $20.92 Unrealized +16.0%
UPWK UPWORK INC 0.1%
Value ($000) $329 Shares 5,650 Est. Cost $47.00 Unrealized 0.0%
EFAV ISHARES TR 0.1%
Value ($000) $326 Shares 4,318 Est. Cost $68.25 Unrealized
DFJ WISDOMTREE TR 0.1%
Value ($000) $326 Shares 4,410 Est. Cost $76.28 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $325 Shares 32,105 Est. Cost $8.55 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $323 Shares 6,274 Est. Cost $43.27 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $321 Shares 9,457 Est. Cost $28.29 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $320 Shares 546 Est. Cost $515.47 Unrealized 0.0%
RSPN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $318 Shares 1,704 Est. Cost $179.12 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $316 Shares 1,650 Est. Cost $152.97 Unrealized +2.4%
BLACKROCK INC 0.1%
Value ($000) $312 Shares 356 Est. Cost $720.10 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $311 Shares 3,035 Est. Cost $55.41 Unrealized +47.3%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $311 Shares 5,143 Est. Cost $53.61 Unrealized +10.7%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $310 Shares 8,997 Est. Cost $34.46 Unrealized
EATON VANCE ENHANCED EQUITY 0.1%
Value ($000) $309 Shares 13,290 Est. Cost $16.89 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $304 Shares 1,848 Est. Cost $156.08 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $302 Shares 11,468 Est. Cost $27.16 Unrealized -14.9%
DGRO ISHARES TR 0.1%
Value ($000) $302 Shares 6,005 Est. Cost $48.49 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $300 Shares 3,874 Est. Cost $30.58 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $300 Shares 5,571 Est. Cost $38.62 Unrealized
RINF PROSHARES TR 0.1%
Value ($000) $299 Shares 10,000 Est. Cost $29.90 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $299 Shares 5,234 Est. Cost $41.84 Unrealized +13.4%
FDX FEDEX CORP 0.1%
Value ($000) $298 Shares 1,000 Est. Cost $234.70 Unrealized +15.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $297 Shares 4,034 Est. Cost $62.61 Unrealized +0.1%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $294 Shares 2,200 Est. Cost $109.09 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $291 Shares 3,030 Est. Cost $56.08 Unrealized +55.1%
USB US BANCORP DEL 0.1%
Value ($000) $291 Shares 5,114 Est. Cost $40.32 Unrealized +18.4%
DEO DIAGEO PLC 0.1%
Value ($000) $290 Shares 1,515 Est. Cost $135.40 Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $289 Shares 19,594 Est. Cost $20.23 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $289 Shares 5,976 Est. Cost $49.21 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $289 Shares 1,229 Est. Cost $178.71 Unrealized 0.0%
IUSV ISHARES TR 0.1%
Value ($000) $287 Shares 3,985 Est. Cost $62.75 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $285 Shares 2,684 Est. Cost $105.70 Unrealized
LINDE PLC 0.1%
Value ($000) $281 Shares 971 Est. Cost $280.11 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $281 Shares 1,117 Est. Cost $215.19 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $281 Shares 4,163 Est. Cost $50.36 Unrealized +26.4%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $281 Shares 704 Est. Cost $358.46 Unrealized
GKOS GLAUKOS CORP 0.1%
Value ($000) $281 Shares 3,316 Est. Cost $49.88 Unrealized +64.6%
EBAY EBAY INC. 0.1%
Value ($000) $280 Shares 3,990 Est. Cost $46.69 Unrealized +23.6%
IQLT ISHARES TR 0.1%
Value ($000) $279 Shares 7,227 Est. Cost $29.94 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $278 Shares 1,172 Est. Cost $209.50 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $278 Shares 4,521 Est. Cost $60.64 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $276 Shares 1,437 Est. Cost $125.65 Unrealized +46.7%
ARVN ARVINAS INC 0.1%
Value ($000) $275 Shares 3,575 Est. Cost $69.42 Unrealized 0.0%
ISTB ISHARES TR 0.1%
Value ($000) $275 Shares 5,353 Est. Cost $51.37 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $274 Shares 6,180 Est. Cost $42.34 Unrealized +3.7%
FLOT ISHARES TR 0.1%
Value ($000) $272 Shares 5,352 Est. Cost $50.82 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $272 Shares 2,118 Est. Cost $128.42 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $271 Shares 3,724 Est. Cost $103.19 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $266 Shares 5,928 Est. Cost $44.87 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $262 Shares 2,964 Est. Cost $80.71 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $260 Shares 2,067 Est. Cost $113.60 Unrealized
TDTF FLEXSHARES TR 0.1%
Value ($000) $260 Shares 9,267 Est. Cost $27.73 Unrealized
EEMA ISHARES INC 0.1%
Value ($000) $257 Shares 2,775 Est. Cost $90.81 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $254 Shares 884 Est. Cost $227.59 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $253 Shares 5,535 Est. Cost $42.96 Unrealized +9.2%
SIBN SI-BONE INC 0.1%
Value ($000) $252 Shares 8,000 Est. Cost $30.76 Unrealized +5.1%
AVGO BROADCOM INC 0.1%
Value ($000) $251 Shares 527 Est. Cost $41.68 Unrealized +0.9%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $247 Shares 1,672 Est. Cost $132.25 Unrealized 0.0%
ESPO VANECK VECTORS ETF TR 0.1%
Value ($000) $246 Shares 3,390 Est. Cost $61.63 Unrealized
OAK STR HEALTH INC 0.1%
Value ($000) $246 Shares 4,200 Est. Cost $58.57 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $243 Shares 668 Est. Cost $278.19 Unrealized +20.0%
LMND LEMONADE INC 0.1%
Value ($000) $242 Shares 2,215 Est. Cost $90.80 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $242 Shares 3,980 Est. Cost $41.39 Unrealized +14.0%
IUSG ISHARES TR 0.1%
Value ($000) $242 Shares 2,400 Est. Cost $88.77 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $240 Shares 1,835 Est. Cost $130.79 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $240 Shares 4,479 Est. Cost $39.75 Unrealized
IPO RENAISSANCE CAP GREENWICH FD 0.1%
Value ($000) $240 Shares 3,630 Est. Cost $64.55 Unrealized
DRIV GLOBAL X FDS 0.1%
Value ($000) $239 Shares 8,449 Est. Cost $28.29 Unrealized
SOCL GLOBAL X FDS 0.1%
Value ($000) $239 Shares 3,297 Est. Cost $61.87 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $238 Shares 6,928 Est. Cost $30.53 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $238 Shares 898 Est. Cost $204.73 Unrealized +22.3%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $238 Shares 1,630 Est. Cost $112.72 Unrealized +7.5%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $235 Shares 14,961 Est. Cost $14.79 Unrealized
MKL MARKEL CORP 0.1%
Value ($000) $234 Shares 197 Est. Cost $999.89 Unrealized +19.9%
XSD SPDR SER TR 0.1%
Value ($000) $234 Shares 1,215 Est. Cost $170.77 Unrealized
FLTR VANECK VECTORS ETF TR 0.1%
Value ($000) $233 Shares 9,200 Est. Cost $25.33 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $232 Shares 1,978 Est. Cost $112.29 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $230 Shares 779 Est. Cost $268.15 Unrealized 0.0%
GVIP GOLDMAN SACHS ETF TR 0.1%
Value ($000) $230 Shares 2,260 Est. Cost $94.25 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $225 Shares 6,059 Est. Cost $36.53 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $221 Shares 1,063 Est. Cost $105.13 Unrealized +56.1%
UNILEVER PLC 0.1%
Value ($000) $219 Shares 3,747 Est. Cost $61.50 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $219 Shares 3,497 Est. Cost $61.25 Unrealized
OGN ORGANON & CO 0.1%
Value ($000) $218 Shares 7,196 Est. Cost $26.93 Unrealized 0.0%
ERIC ERICSSON 0.1%
Value ($000) $218 Shares 17,350 Est. Cost $10.71 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $217 Shares 2,397 Est. Cost $90.53 Unrealized
AMRC AMERESCO INC 0.1%
Value ($000) $216 Shares 3,450 Est. Cost $53.83 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value ($000) $214 Shares 1,348 Est. Cost $158.75 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $214 Shares 2,173 Est. Cost $98.48 Unrealized
BNTX BIONTECH SE 0.1%
Value ($000) $212 Shares 946 Est. Cost $224.10 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $211 Shares 4,431 Est. Cost $38.62 Unrealized +15.2%
MS MORGAN STANLEY 0.1%
Value ($000) $209 Shares 2,284 Est. Cost $73.70 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $207 Shares 3,416 Est. Cost $60.60 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $206 Shares 767 Est. Cost $217.14 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $204 Shares 1,643 Est. Cost $106.45 Unrealized 0.0%
RBLX ROBLOX CORP 0.1%
Value ($000) $203 Shares 2,259 Est. Cost $80.30 Unrealized 0.0%
WDAY WORKDAY INC 0.1%
Value ($000) $203 Shares 851 Est. Cost $240.49 Unrealized 0.0%
DCI DONALDSON INC 0.1%
Value ($000) $203 Shares 3,193 Est. Cost $57.32 Unrealized 0.0%
OLN OLIN CORP 0.1%
Value ($000) $201 Shares 4,350 Est. Cost $41.12 Unrealized 0.0%
BOULDER GROWTH & INCOME FD I 0.1%
Value ($000) $197 Shares 14,570 Est. Cost $10.88 Unrealized
ROYCE GLOBAL VALUE TR INC 0.1%
Value ($000) $193 Shares 12,903 Est. Cost $14.96 Unrealized
LIBERTY ALL-STAR GROWTH FD I 0.1%
Value ($000) $168 Shares 18,845 Est. Cost $6.46 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $135 Shares 19,605 Est. Cost $5.73 Unrealized
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $121 Shares 13,444 Est. Cost $7.78 Unrealized
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $121 Shares 12,183 Est. Cost $8.54 Unrealized
WESTERN ASSET HIGH INCOME FD 0.0%
Value ($000) $117 Shares 16,334 Est. Cost $6.63 Unrealized
SACH SACHEM CAP CORP 0.0%
Value ($000) $103 Shares 19,312 Est. Cost $4.00 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $103 Shares 12,000 Est. Cost $8.58 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $103 Shares 11,376 Est. Cost $7.21 Unrealized
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $102 Shares 13,318 Est. Cost $8.22 Unrealized 0.0%
JAPAN SMALLER CAPITALIZATION 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $7.10 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $82 Shares 20,442 Est. Cost $3.49 Unrealized
VIRTUS ALLIANZGI CONVERTIBLE 0.0%
Value ($000) $77 Shares 12,618 Est. Cost $5.64 Unrealized
ABERDEEN ASIA-PACIFIC INCOME 0.0%
Value ($000) $60 Shares 13,630 Est. Cost $3.51 Unrealized
RESONANT INC 0.0%
Value ($000) $56 Shares 17,500 Est. Cost $3.20 Unrealized
ABUS ARBUTUS BIOPHARMA CORP 0.0%
Value ($000) $39 Shares 13,000 Est. Cost $3.86 Unrealized -19.7%