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

CIK: 0001748861 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 8, 2022

Total Value ($000): $392,640 (100.0% shares, 0.0% debt)

Holdings (342)

VIG VANGUARD SPECIALIZED FUNDS 4.5%
Value ($000) $17,476 Shares 114,061 Est. Cost $155.64 Unrealized
VTI VANGUARD INDEX FDS 4.4%
Value ($000) $17,328 Shares 84,014 Est. Cost $224.26 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $15,698 Shares 96,600 Est. Cost $117.48 Unrealized +26.5%
AMZN AMAZON COM INC 3.3%
Value ($000) $12,855 Shares 95,260 Est. Cost $126.29 Unrealized -0.9%
TSLA TESLA INC 2.9%
Value ($000) $11,207 Shares 12,571 Est. Cost $246.63 Unrealized +10.7%
MSFT MICROSOFT CORP 2.7%
Value ($000) $10,638 Shares 37,892 Est. Cost $161.62 Unrealized +63.0%
HNDL STRATEGY SHS 2.1%
Value ($000) $8,304 Shares 374,390 Est. Cost $23.99 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $7,798 Shares 18,824 Est. Cost $372.59 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $7,704 Shares 134,149 Est. Cost $58.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $6,084 Shares 20,239 Est. Cost $242.00 Unrealized +29.6%
VCSH VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $6,060 Shares 78,300 Est. Cost $78.22 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $5,296 Shares 54,642 Est. Cost $47.92 Unrealized +66.1%
RSP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $5,104 Shares 34,999 Est. Cost $140.58 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 1.2%
Value ($000) $4,875 Shares 39,301 Est. Cost $129.63 Unrealized -13.2%
STNG SCORPIO TANKERS INC 1.2%
Value ($000) $4,683 Shares 121,291 Est. Cost $16.93 Unrealized
PIONEER NAT RES CO 1.0%
Value ($000) $4,049 Shares 17,088 Est. Cost $77.65 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,911 Shares 22,408 Est. Cost $131.28 Unrealized +21.8%
PFE PFIZER INC 1.0%
Value ($000) $3,888 Shares 76,979 Est. Cost $32.63 Unrealized +28.7%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $3,799 Shares 9,221 Est. Cost $342.39 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $3,414 Shares 24,579 Est. Cost $109.72 Unrealized +25.1%
VHT VANGUARD WORLD FDS 0.8%
Value ($000) $3,323 Shares 13,575 Est. Cost $254.38 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $3,162 Shares 35,393 Est. Cost $63.24 Unrealized +25.3%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $3,085 Shares 66,785 Est. Cost $40.84 Unrealized -1.8%
GLD SPDR GOLD TR 0.7%
Value ($000) $2,844 Shares 17,333 Est. Cost $155.51 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.7%
Value ($000) $2,828 Shares 167,309 Est. Cost $18.98 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $2,810 Shares 11,356 Est. Cost $184.59 Unrealized +18.4%
GOOG ALPHABET INC 0.7%
Value ($000) $2,722 Shares 23,340 Est. Cost $116.89 Unrealized +0.3%
HD HOME DEPOT INC 0.7%
Value ($000) $2,710 Shares 9,005 Est. Cost $229.35 Unrealized +17.3%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $2,651 Shares 35,937 Est. Cost $46.50 Unrealized +39.7%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,566 Shares 15,665 Est. Cost $81.57 Unrealized +75.0%
BSV VANGUARD BD INDEX FDS 0.7%
Value ($000) $2,555 Shares 32,980 Est. Cost $81.08 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $2,507 Shares 119,570 Est. Cost $22.02 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,342 Shares 12,895 Est. Cost $19.88 Unrealized -5.2%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $2,311 Shares 7,325 Est. Cost $198.60 Unrealized
GE GENERAL ELECTRIC CO 0.6%
Value ($000) $2,212 Shares 29,923 Est. Cost $62.48 Unrealized -23.9%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,204 Shares 18,947 Est. Cost $116.17 Unrealized +0.6%
ENB ENBRIDGE INC 0.6%
Value ($000) $2,186 Shares 48,658 Est. Cost $27.95 Unrealized +26.1%
DVY ISHARES TR 0.5%
Value ($000) $2,080 Shares 17,015 Est. Cost $103.50 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $2,065 Shares 17,469 Est. Cost $120.98 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $2,053 Shares 14,303 Est. Cost $68.91 Unrealized +94.6%
LLY LILLY ELI & CO 0.5%
Value ($000) $2,026 Shares 6,145 Est. Cost $158.67 Unrealized +83.3%
PEP PEPSICO INC 0.5%
Value ($000) $1,977 Shares 11,301 Est. Cost $114.24 Unrealized +31.1%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,977 Shares 10,272 Est. Cost $146.73 Unrealized +13.3%
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,963 Shares 34,815 Est. Cost $68.79 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,916 Shares 43,119 Est. Cost $35.57 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,858 Shares 16,108 Est. Cost $111.76 Unrealized +1.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,854 Shares 3,419 Est. Cost $322.11 Unrealized +46.2%
IAU ISHARES GOLD TR 0.5%
Value ($000) $1,844 Shares 55,113 Est. Cost $34.33 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $1,816 Shares 16,681 Est. Cost $86.97 Unrealized +22.0%
BIL SPDR SER TR 0.5%
Value ($000) $1,803 Shares 19,714 Est. Cost $91.52 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,730 Shares 12,201 Est. Cost $179.69 Unrealized
PIMCO DYNAMIC INCOME FD 0.4%
Value ($000) $1,721 Shares 79,358 Est. Cost $22.94 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,675 Shares 6,221 Est. Cost $289.13 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,628 Shares 11,183 Est. Cost $124.66 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,603 Shares 2,962 Est. Cost $415.40 Unrealized +16.7%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,601 Shares 6,079 Est. Cost $193.12 Unrealized +17.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,578 Shares 3,813 Est. Cost $309.84 Unrealized +28.4%
GDX VANECK ETF TRUST 0.4%
Value ($000) $1,525 Shares 58,043 Est. Cost $31.01 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,511 Shares 10,476 Est. Cost $94.40 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $1,471 Shares 6,817 Est. Cost $215.95 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $1,447 Shares 17,655 Est. Cost $66.41 Unrealized +4.4%
IWB ISHARES TR 0.4%
Value ($000) $1,445 Shares 6,364 Est. Cost $248.54 Unrealized
T AT&T INC 0.4%
Value ($000) $1,440 Shares 76,675 Est. Cost $15.35 Unrealized +6.2%
KO COCA COLA CO 0.4%
Value ($000) $1,418 Shares 22,105 Est. Cost $46.28 Unrealized +22.6%
SMH VANECK ETF TRUST 0.4%
Value ($000) $1,407 Shares 5,933 Est. Cost $133.26 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,393 Shares 18,121 Est. Cost $45.93 Unrealized +40.0%
IEFA ISHARES TR 0.4%
Value ($000) $1,382 Shares 22,276 Est. Cost $62.90 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $1,361 Shares 7,395 Est. Cost $230.06 Unrealized -24.1%
GIS GENERAL MLS INC 0.3%
Value ($000) $1,343 Shares 17,955 Est. Cost $53.54 Unrealized +15.5%
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,339 Shares 16,137 Est. Cost $95.53 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,332 Shares 39,522 Est. Cost $32.15 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $1,301 Shares 12,748 Est. Cost $58.38 Unrealized +64.6%
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $1,301 Shares 2,237 Est. Cost $560.91 Unrealized +15.2%
CCJ CAMECO CORP 0.3%
Value ($000) $1,281 Shares 49,713 Est. Cost $13.68 Unrealized +82.7%
IVOL KRANESHARES TR 0.3%
Value ($000) $1,269 Shares 49,616 Est. Cost $27.49 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,265 Shares 4,341 Est. Cost $230.22 Unrealized -1.7%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,248 Shares 3,527 Est. Cost $317.38 Unrealized +6.3%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,240 Shares 11,687 Est. Cost $137.05 Unrealized -20.9%
USMV ISHARES TR 0.3%
Value ($000) $1,232 Shares 16,691 Est. Cost $64.56 Unrealized
NEM NEWMONT CORP 0.3%
Value ($000) $1,232 Shares 27,216 Est. Cost $34.45 Unrealized +83.7%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,231 Shares 13,667 Est. Cost $77.32 Unrealized +5.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,223 Shares 9,353 Est. Cost $107.89 Unrealized +8.9%
WMT WALMART INC 0.3%
Value ($000) $1,221 Shares 9,249 Est. Cost $35.90 Unrealized +22.6%
AMLP ALPS ETF TR 0.3%
Value ($000) $1,191 Shares 30,664 Est. Cost $38.84 Unrealized
MTUM ISHARES TR 0.3%
Value ($000) $1,187 Shares 8,275 Est. Cost $116.84 Unrealized
ALKS ALKERMES PLC 0.3%
Value ($000) $1,152 Shares 45,000 Est. Cost $18.22 Unrealized +57.7%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,145 Shares 25,245 Est. Cost $38.73 Unrealized +10.6%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,138 Shares 11,713 Est. Cost $76.07 Unrealized +12.3%
FNDX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,129 Shares 20,706 Est. Cost $54.53 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $1,129 Shares 22,314 Est. Cost $51.08 Unrealized
BP BP PLC 0.3%
Value ($000) $1,128 Shares 38,394 Est. Cost $24.35 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,122 Shares 15,071 Est. Cost $61.42 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,118 Shares 6,797 Est. Cost $141.54 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,113 Shares 10,121 Est. Cost $80.59 Unrealized +18.3%
ITOT ISHARES TR 0.3%
Value ($000) $1,105 Shares 12,071 Est. Cost $82.83 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $1,079 Shares 16,435 Est. Cost $46.78 Unrealized +28.4%
XYZ BLOCK INC 0.3%
Value ($000) $1,077 Shares 14,158 Est. Cost $91.37 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,069 Shares 5,485 Est. Cost $176.83 Unrealized
FDHY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,063 Shares 22,186 Est. Cost $54.59 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,059 Shares 11,364 Est. Cost $75.73 Unrealized +16.9%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,015 Shares 4,088 Est. Cost $233.42 Unrealized -5.4%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,002 Shares 4,156 Est. Cost $146.92 Unrealized +37.8%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $993 Shares 11,754 Est. Cost $68.41 Unrealized +0.6%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $975 Shares 9,166 Est. Cost $92.72 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $971 Shares 6,692 Est. Cost $106.65 Unrealized +17.1%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $945 Shares 22,878 Est. Cost $41.38 Unrealized
BLACKROCK ENERGY & RES TR 0.2%
Value ($000) $922 Shares 78,964 Est. Cost $11.16 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $921 Shares 1,604 Est. Cost $486.47 Unrealized
JEF JEFFERIES FINL GROUP INC 0.2%
Value ($000) $905 Shares 27,796 Est. Cost $14.39 Unrealized +82.7%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $884 Shares 8,973 Est. Cost $70.14 Unrealized +23.5%
IHI ISHARES TR 0.2%
Value ($000) $865 Shares 16,095 Est. Cost $98.39 Unrealized
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $853 Shares 19,850 Est. Cost $50.28 Unrealized +0.9%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $853 Shares 9,339 Est. Cost $76.59 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $852 Shares 7,786 Est. Cost $58.18 Unrealized
MMM 3M CO 0.2%
Value ($000) $843 Shares 5,882 Est. Cost $111.49 Unrealized -5.6%
PFF ISHARES TR 0.2%
Value ($000) $832 Shares 23,926 Est. Cost $36.27 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $806 Shares 3,358 Est. Cost $171.08 Unrealized +30.7%
INTC INTEL CORP 0.2%
Value ($000) $805 Shares 22,159 Est. Cost $44.91 Unrealized -9.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $796 Shares 10,155 Est. Cost $52.47 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $790 Shares 13,002 Est. Cost $41.23 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $766 Shares 11,065 Est. Cost $58.37 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $758 Shares 5,441 Est. Cost $117.50 Unrealized
XT ISHARES TR 0.2%
Value ($000) $753 Shares 14,481 Est. Cost $59.04 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $743 Shares 7,763 Est. Cost $55.85 Unrealized +53.8%
PIMCO MUN INCOME FD 0.2%
Value ($000) $729 Shares 63,572 Est. Cost $11.47 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $722 Shares 1,207 Est. Cost $451.80 Unrealized +20.6%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $714 Shares 7,470 Est. Cost $77.00 Unrealized
BLACKROCK INC 0.2%
Value ($000) $708 Shares 1,058 Est. Cost $751.39 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $703 Shares 17,593 Est. Cost $44.24 Unrealized
SPDR SER TR 0.2%
Value ($000) $695 Shares 7,889 Est. Cost $93.55 Unrealized
IRM IRON MTN INC NEW 0.2%
Value ($000) $690 Shares 14,225 Est. Cost $26.67 Unrealized +71.6%
IWM ISHARES TR 0.2%
Value ($000) $690 Shares 3,687 Est. Cost $178.18 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $684 Shares 1,428 Est. Cost $316.55 Unrealized +36.7%
CAT CATERPILLAR INC 0.2%
Value ($000) $677 Shares 3,417 Est. Cost $149.24 Unrealized +32.2%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $659 Shares 13,774 Est. Cost $47.84 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $654 Shares 15,234 Est. Cost $45.02 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $652 Shares 19,294 Est. Cost $26.36 Unrealized +24.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $648 Shares 1,413 Est. Cost $354.91 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $642 Shares 7,575 Est. Cost $83.07 Unrealized -15.3%
V VISA INC 0.2%
Value ($000) $637 Shares 3,001 Est. Cost $205.99 Unrealized -2.4%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $623 Shares 4,728 Est. Cost $113.21 Unrealized +1.4%
LINDE PLC 0.2%
Value ($000) $616 Shares 2,041 Est. Cost $299.11 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $614 Shares 2,447 Est. Cost $218.58 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $605 Shares 1,484 Est. Cost $413.95 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $604 Shares 4,559 Est. Cost $131.38 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $597 Shares 3,249 Est. Cost $232.00 Unrealized -21.9%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $595 Shares 8,040 Est. Cost $64.69 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $594 Shares 3,635 Est. Cost $146.11 Unrealized +16.5%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $586 Shares 7,943 Est. Cost $64.54 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $578 Shares 7,421 Est. Cost $58.07 Unrealized +20.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $576 Shares 15,363 Est. Cost $40.41 Unrealized -5.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $573 Shares 21,424 Est. Cost $26.56 Unrealized
FDM FIRST TR DOW JONES SELECT MI 0.1%
Value ($000) $565 Shares 9,708 Est. Cost $49.86 Unrealized
MET METLIFE INC 0.1%
Value ($000) $563 Shares 8,907 Est. Cost $47.61 Unrealized +24.5%
EQNR EQUINOR ASA 0.1%
Value ($000) $560 Shares 14,572 Est. Cost $38.43 Unrealized
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $556 Shares 11,417 Est. Cost $50.18 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $553 Shares 7,370 Est. Cost $83.80 Unrealized -29.8%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $544 Shares 15,860 Est. Cost $41.14 Unrealized -24.1%
SJT SAN JUAN BASIN RTY TR 0.1%
Value ($000) $544 Shares 43,200 Est. Cost $8.85 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $534 Shares 6,293 Est. Cost $65.18 Unrealized +16.2%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $534 Shares 41,950 Est. Cost $15.43 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $533 Shares 6,930 Est. Cost $85.33 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $528 Shares 6,752 Est. Cost $78.20 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $527 Shares 3,205 Est. Cost $101.35 Unrealized +46.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $525 Shares 5,385 Est. Cost $46.97 Unrealized +91.5%
CSX CSX CORP 0.1%
Value ($000) $517 Shares 15,978 Est. Cost $30.07 Unrealized +2.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $515 Shares 1,256 Est. Cost $527.82 Unrealized -22.9%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $512 Shares 2,750 Est. Cost $115.23 Unrealized +31.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $506 Shares 1,367 Est. Cost $372.05 Unrealized
DE DEERE & CO 0.1%
Value ($000) $495 Shares 1,442 Est. Cost $347.77 Unrealized +0.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $493 Shares 4,967 Est. Cost $60.39 Unrealized +39.2%
USB US BANCORP DEL 0.1%
Value ($000) $491 Shares 10,400 Est. Cost $42.71 Unrealized -1.9%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $486 Shares 3,242 Est. Cost $253.54 Unrealized -37.5%
PTC PTC INC 0.1%
Value ($000) $469 Shares 3,800 Est. Cost $87.33 Unrealized +23.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $463 Shares 10,563 Est. Cost $28.39 Unrealized +35.5%
MRNA MODERNA INC 0.1%
Value ($000) $448 Shares 2,733 Est. Cost $174.95 Unrealized -18.3%
O REALTY INCOME CORP 0.1%
Value ($000) $448 Shares 6,062 Est. Cost $56.50 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $438 Shares 1,514 Est. Cost $207.77 Unrealized +22.8%
ETN EATON CORP PLC 0.1%
Value ($000) $438 Shares 2,953 Est. Cost $119.76 Unrealized +10.7%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $422 Shares 12,880 Est. Cost $34.76 Unrealized +3.2%
COMT ISHARES U S ETF TR 0.1%
Value ($000) $422 Shares 10,543 Est. Cost $40.05 Unrealized
LUCID GROUP INC 0.1%
Value ($000) $421 Shares 23,063 Est. Cost $18.25 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $421 Shares 3,325 Est. Cost $119.90 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $416 Shares 9,477 Est. Cost $37.20 Unrealized +7.4%
IBB ISHARES TR 0.1%
Value ($000) $413 Shares 3,327 Est. Cost $143.63 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $411 Shares 3,030 Est. Cost $56.80 Unrealized +125.1%
BLACKROCK TAX MUNICPAL BD TR 0.1%
Value ($000) $407 Shares 20,664 Est. Cost $19.70 Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $406 Shares 18,897 Est. Cost $20.13 Unrealized
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $404 Shares 5,503 Est. Cost $59.83 Unrealized +6.7%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $402 Shares 2,530 Est. Cost $120.21 Unrealized +32.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $401 Shares 4,244 Est. Cost $52.55 Unrealized +78.1%
IEF ISHARES TR 0.1%
Value ($000) $401 Shares 3,809 Est. Cost $114.45 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $396 Shares 15,741 Est. Cost $25.16 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $393 Shares 7,831 Est. Cost $50.54 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $389 Shares 1,546 Est. Cost $251.62 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $388 Shares 6,768 Est. Cost $56.44 Unrealized -3.7%
MINT PIMCO ETF TR 0.1%
Value ($000) $384 Shares 3,871 Est. Cost $101.60 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $384 Shares 3,390 Est. Cost $132.34 Unrealized
NEOG NEOGEN CORP 0.1%
Value ($000) $380 Shares 16,448 Est. Cost $42.79 Unrealized -37.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $379 Shares 5,918 Est. Cost $49.92 Unrealized +14.7%
META META PLATFORMS INC 0.1%
Value ($000) $379 Shares 2,385 Est. Cost $243.81 Unrealized -21.4%
SLQD ISHARES TR 0.1%
Value ($000) $373 Shares 7,599 Est. Cost $51.35 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $373 Shares 4,210 Est. Cost $116.08 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $372 Shares 7,752 Est. Cost $39.41 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $372 Shares 7,201 Est. Cost $51.23 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $368 Shares 1,698 Est. Cost $366.82 Unrealized -30.4%
NTLA INTELLIA THERAPEUTICS INC 0.1%
Value ($000) $366 Shares 5,650 Est. Cost $45.91 Unrealized +10.6%
PROVIDENT BANCORP INC 0.1%
Value ($000) $363 Shares 24,000 Est. Cost $12.03 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $358 Shares 2,156 Est. Cost $92.80 Unrealized +56.8%
QUAL ISHARES TR 0.1%
Value ($000) $358 Shares 2,934 Est. Cost $122.02 Unrealized
NUVEEN TAXABLE MUNICPAL INM 0.1%
Value ($000) $356 Shares 19,306 Est. Cost $18.44 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $354 Shares 7,052 Est. Cost $50.83 Unrealized
DFJ WISDOMTREE TR 0.1%
Value ($000) $353 Shares 5,643 Est. Cost $73.36 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $350 Shares 3,785 Est. Cost $87.40 Unrealized +3.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $349 Shares 5,713 Est. Cost $55.09 Unrealized +4.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $347 Shares 1,359 Est. Cost $197.94 Unrealized +7.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $344 Shares 4,365 Est. Cost $70.64 Unrealized +1.7%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $343 Shares 35,734 Est. Cost $8.69 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $343 Shares 8,911 Est. Cost $41.21 Unrealized
MKL MARKEL CORP 0.1%
Value ($000) $341 Shares 263 Est. Cost $1092.49 Unrealized +25.6%
PIMCO MUN INCOME FD II 0.1%
Value ($000) $340 Shares 28,941 Est. Cost $11.75 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $336 Shares 10,049 Est. Cost $33.44 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $335 Shares 3,321 Est. Cost $60.33 Unrealized +50.7%
VTR VENTAS INC 0.1%
Value ($000) $334 Shares 6,213 Est. Cost $42.71 Unrealized +15.0%
LAZARD LTD 0.1%
Value ($000) $333 Shares 8,835 Est. Cost $42.33 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $327 Shares 7,412 Est. Cost $44.75 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $327 Shares 915 Est. Cost $359.01 Unrealized -3.0%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $326 Shares 7,602 Est. Cost $48.93 Unrealized
HOLX HOLOGIC INC 0.1%
Value ($000) $324 Shares 4,535 Est. Cost $72.80 Unrealized +2.0%
NFLX NETFLIX INC 0.1%
Value ($000) $321 Shares 1,427 Est. Cost $55.49 Unrealized -60.0%
ICSH ISHARES TR 0.1%
Value ($000) $320 Shares 6,389 Est. Cost $50.55 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $317 Shares 5,111 Est. Cost $62.02 Unrealized
BARRICK GOLD CORP 0.1%
Value ($000) $315 Shares 20,000 Est. Cost $24.55 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $313 Shares 5,620 Est. Cost $62.56 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $312 Shares 4,402 Est. Cost $63.49 Unrealized
NWN NORTHWEST NAT HLDG CO 0.1%
Value ($000) $310 Shares 5,778 Est. Cost $50.29 Unrealized +2.6%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $308 Shares 3,851 Est. Cost $86.79 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $307 Shares 6,260 Est. Cost $53.44 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $305 Shares 3,154 Est. Cost $104.45 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $301 Shares 14,222 Est. Cost $19.08 Unrealized -7.8%
DEO DIAGEO PLC 0.1%
Value ($000) $298 Shares 1,555 Est. Cost $137.15 Unrealized
ENTG ENTEGRIS INC 0.1%
Value ($000) $298 Shares 2,712 Est. Cost $65.62 Unrealized +62.5%
IJK ISHARES TR 0.1%
Value ($000) $296 Shares 4,116 Est. Cost $104.90 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $296 Shares 4,478 Est. Cost $48.63 Unrealized +20.1%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $294 Shares 2,123 Est. Cost $136.21 Unrealized
INTU INTUIT 0.1%
Value ($000) $290 Shares 635 Est. Cost $386.43 Unrealized +4.7%
ABBNY ABB LTD 0.1%
Value ($000) $289 Shares 9,513 Est. Cost $28.29 Unrealized
SEI SOLARIS OILFIELD INFRASTRUCT 0.1%
Value ($000) $288 Shares 26,000 Est. Cost $10.52 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $287 Shares 5,535 Est. Cost $42.96 Unrealized +8.1%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $286 Shares 5,552 Est. Cost $49.16 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $285 Shares 1,429 Est. Cost $184.82 Unrealized -1.6%
SLV ISHARES SILVER TR 0.1%
Value ($000) $285 Shares 15,227 Est. Cost $19.30 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $282 Shares 2,888 Est. Cost $105.69 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $279 Shares 15,843 Est. Cost $17.64 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $279 Shares 736 Est. Cost $412.41 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $277 Shares 2,697 Est. Cost $105.70 Unrealized
CABO CABLE ONE INC 0.1%
Value ($000) $275 Shares 200 Est. Cost $1191.38 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $273 Shares 4,348 Est. Cost $46.72 Unrealized +16.9%
COLLABORATIVE INVESTMNT SER 0.1%
Value ($000) $268 Shares 4,892 Est. Cost $54.78 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $268 Shares 2,189 Est. Cost $134.53 Unrealized -9.3%
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $267 Shares 33,857 Est. Cost $7.76 Unrealized -2.2%
ETF MANAGERS TR 0.1%
Value ($000) $266 Shares 26,949 Est. Cost $14.15 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $266 Shares 2,193 Est. Cost $85.46 Unrealized +22.5%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $263 Shares 2,133 Est. Cost $107.17 Unrealized 0.0%
IEI ISHARES TR 0.1%
Value ($000) $262 Shares 2,163 Est. Cost $132.89 Unrealized
BA BOEING CO 0.1%
Value ($000) $260 Shares 1,634 Est. Cost $263.85 Unrealized -44.1%
AVGO BROADCOM INC 0.1%
Value ($000) $259 Shares 483 Est. Cost $43.31 Unrealized +21.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $259 Shares 2,964 Est. Cost $80.71 Unrealized +7.9%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $259 Shares 5,153 Est. Cost $51.10 Unrealized
BNY MELLON STRATEGIC MUNS IN 0.1%
Value ($000) $258 Shares 36,945 Est. Cost $7.12 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $257 Shares 2,593 Est. Cost $99.11 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $254 Shares 2,394 Est. Cost $133.78 Unrealized -20.7%
RSPM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $250 Shares 1,497 Est. Cost $156.08 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $248 Shares 2,112 Est. Cost $144.44 Unrealized
BLACKROCK RES & COMMODITIES 0.1%
Value ($000) $247 Shares 26,949 Est. Cost $8.95 Unrealized
FCPI FIDELITY COVINGTON TRUST 0.1%
Value ($000) $246 Shares 7,753 Est. Cost $30.56 Unrealized
UGI UGI CORP NEW 0.1%
Value ($000) $246 Shares 5,694 Est. Cost $38.76 Unrealized 0.0%
ITA ISHARES TR 0.1%
Value ($000) $244 Shares 2,348 Est. Cost $109.47 Unrealized
FISV FISERV INC 0.1%
Value ($000) $242 Shares 2,290 Est. Cost $104.06 Unrealized -6.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $241 Shares 1,516 Est. Cost $159.61 Unrealized +1.4%
UNP UNION PAC CORP 0.1%
Value ($000) $239 Shares 1,050 Est. Cost $230.57 Unrealized -9.4%
CNC CENTENE CORP DEL 0.1%
Value ($000) $239 Shares 2,575 Est. Cost $83.06 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $239 Shares 2,204 Est. Cost $111.66 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $236 Shares 2,127 Est. Cost $167.19 Unrealized -22.2%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $236 Shares 6,344 Est. Cost $40.82 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $236 Shares 3,016 Est. Cost $90.09 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $235 Shares 2,335 Est. Cost $103.52 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $235 Shares 6,850 Est. Cost $34.31 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $233 Shares 3,910 Est. Cost $49.17 Unrealized +20.8%
SHY ISHARES TR 0.1%
Value ($000) $233 Shares 2,809 Est. Cost $85.90 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $231 Shares 6,680 Est. Cost $38.67 Unrealized
PI IMPINJ INC 0.1%
Value ($000) $230 Shares 2,700 Est. Cost $50.23 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $230 Shares 3,851 Est. Cost $55.07 Unrealized -1.8%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $230 Shares 1,638 Est. Cost $151.41 Unrealized
EATON VANCE ENHANCED EQUITY 0.1%
Value ($000) $230 Shares 12,290 Est. Cost $16.89 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $226 Shares 2,490 Est. Cost $90.56 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $226 Shares 899 Est. Cost $207.55 Unrealized +9.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $225 Shares 1,701 Est. Cost $131.09 Unrealized -5.9%
LOW LOWES COS INC 0.1%
Value ($000) $221 Shares 1,153 Est. Cost $209.47 Unrealized -14.3%
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $218 Shares 4,450 Est. Cost $43.25 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $217 Shares 5,850 Est. Cost $38.29 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $215 Shares 1,128 Est. Cost $110.15 Unrealized +45.3%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $215 Shares 3,245 Est. Cost $66.24 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $215 Shares 5,225 Est. Cost $36.12 Unrealized +1.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $214 Shares 928 Est. Cost $292.14 Unrealized -19.7%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $213 Shares 4,791 Est. Cost $50.86 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $213 Shares 695 Est. Cost $275.57 Unrealized +3.3%
EFAV ISHARES TR 0.1%
Value ($000) $212 Shares 3,235 Est. Cost $68.25 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $212 Shares 1,369 Est. Cost $167.14 Unrealized
DIVO AMPLIFY ETF TR 0.1%
Value ($000) $211 Shares 6,004 Est. Cost $35.14 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $211 Shares 5,337 Est. Cost $39.54 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.1%
Value ($000) $207 Shares 58,621 Est. Cost $3.82 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $206 Shares 2,114 Est. Cost $103.00 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $206 Shares 3,888 Est. Cost $60.05 Unrealized
SLYV SPDR SER TR 0.1%
Value ($000) $205 Shares 2,607 Est. Cost $78.63 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.1%
Value ($000) $204 Shares 29,651 Est. Cost $7.03 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $203 Shares 1,512 Est. Cost $132.25 Unrealized -9.4%
BNTX BIONTECH SE 0.1%
Value ($000) $201 Shares 1,218 Est. Cost $165.02 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $201 Shares 460 Est. Cost $439.16 Unrealized -3.2%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $200 Shares 3,083 Est. Cost $80.57 Unrealized -9.9%
BIZD VANECK ETF TRUST 0.0%
Value ($000) $193 Shares 12,097 Est. Cost $15.95 Unrealized
CORNERSTONE STRATEGIC VALUE 0.0%
Value ($000) $181 Shares 18,305 Est. Cost $12.58 Unrealized
PROSHARES TR 0.0%
Value ($000) $178 Shares 14,000 Est. Cost $12.71 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $176 Shares 14,254 Est. Cost $12.35 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $159 Shares 10,808 Est. Cost $14.55 Unrealized -27.5%
INVITAE CORP 0.0%
Value ($000) $146 Shares 76,982 Est. Cost $6.64 Unrealized
WESTERN AST INFL LKD OPP & I 0.0%
Value ($000) $145 Shares 13,400 Est. Cost $12.34 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $144 Shares 22,831 Est. Cost $5.88 Unrealized
ROYCE GLOBAL VALUE TR INC 0.0%
Value ($000) $124 Shares 12,908 Est. Cost $14.96 Unrealized
G1 THERAPEUTICS INC 0.0%
Value ($000) $118 Shares 14,195 Est. Cost $8.31 Unrealized
FIRST TR SPECIALTY FIN & FIN 0.0%
Value ($000) $106 Shares 30,065 Est. Cost $3.53 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $105 Shares 10,485 Est. Cost $10.79 Unrealized
WESTERN ASSET HIGH INCOM FD 0.0%
Value ($000) $96 Shares 17,934 Est. Cost $6.60 Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $92 Shares 12,591 Est. Cost $12.12 Unrealized -24.7%
SACH SACHEM CAP CORP 0.0%
Value ($000) $91 Shares 18,999 Est. Cost $4.01 Unrealized
VUZI VUZIX CORP 0.0%
Value ($000) $82 Shares 10,050 Est. Cost $5.87 Unrealized 0.0%
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $75 Shares 17,101 Est. Cost $30.09 Unrealized -79.8%
JAPAN SMALLER CAPITALIZATION 0.0%
Value ($000) $73 Shares 11,000 Est. Cost $7.11 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $68 Shares 12,000 Est. Cost $8.58 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $62 Shares 21,550 Est. Cost $3.61 Unrealized
XAWPX ABERDEEN GLOBAL PREMIER PPTY 0.0%
Value ($000) $55 Shares 10,313 Est. Cost $6.47 Unrealized
VIRTUS CONVERTIBLE & INCOME 0.0%
Value ($000) $45 Shares 11,365 Est. Cost $5.61 Unrealized