Selective Wealth Management, Inc. Diversified Active

CIK: 0001755670 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 10, 2020

Total Value ($000): $82,640 (100.0% shares, 0.0% debt)

Holdings (335)

OZK BANK OZK 17.5%
Value ($000) $14,440 Shares 473,378 Est. Cost $22.84 Unrealized +2.0%
BABA ALIBABA GROUP HLDG LTD 14.7%
Value ($000) $12,119 Shares 57,138 Est. Cost $182.46 Unrealized
GOOG ALPHABET INC 12.0%
Value ($000) $9,903 Shares 7,407 Est. Cost $55.71 Unrealized +15.0%
Z ZILLOW GROUP INC 7.1%
Value ($000) $5,876 Shares 127,900 Est. Cost $39.85 Unrealized -6.5%
BIDU BAIDU INC 6.7%
Value ($000) $5,511 Shares 43,599 Est. Cost $138.97 Unrealized
DOCU DOCUSIGN INC 6.5%
Value ($000) $5,404 Shares 72,922 Est. Cost $52.37 Unrealized +31.2%
META FACEBOOK INC 6.3%
Value ($000) $5,193 Shares 25,304 Est. Cost $158.05 Unrealized +21.7%
SPLUNK INC 6.2%
Value ($000) $5,099 Shares 34,044 Est. Cost $118.19 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 5.7%
Value ($000) $4,714 Shares 76,000 Est. Cost $61.77 Unrealized -8.8%
IVV ISHARES TR 1.1%
Value ($000) $929 Shares 2,874 Est. Cost $294.81 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.7%
Value ($000) $572 Shares 13,502 Est. Cost $34.54 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $532 Shares 2,501 Est. Cost $188.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $444 Shares 7,240 Est. Cost $35.83 Unrealized +19.4%
T AT&T INC 0.5%
Value ($000) $431 Shares 11,025 Est. Cost $14.62 Unrealized +29.1%
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $419 Shares 3,056 Est. Cost $130.52 Unrealized
GENERAL ELECTRIC CO 0.5%
Value ($000) $413 Shares 37,049 Est. Cost $11.29 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $373 Shares 6,745 Est. Cost $36.76 Unrealized +21.1%
ARCC ARES CAP CORP 0.4%
Value ($000) $369 Shares 19,787 Est. Cost $8.94 Unrealized +15.4%
SPH SUBURBAN PROPANE PARTNERS L 0.3%
Value ($000) $288 Shares 13,203 Est. Cost $23.73 Unrealized
DLS WISDOMTREE TR 0.3%
Value ($000) $278 Shares 3,903 Est. Cost $64.98 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $260 Shares 1,761 Est. Cost $134.86 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $255 Shares 867 Est. Cost $46.62 Unrealized +33.0%
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $239 Shares 3,223 Est. Cost $71.82 Unrealized
VIG VANGUARD GROUP 0.3%
Value ($000) $210 Shares 1,682 Est. Cost $115.32 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $209 Shares 1,092 Est. Cost $174.08 Unrealized
EZU ISHARES INC 0.3%
Value ($000) $209 Shares 4,980 Est. Cost $40.97 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $208 Shares 4,668 Est. Cost $40.27 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $207 Shares 3,288 Est. Cost $61.44 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $199 Shares 1,390 Est. Cost $132.90 Unrealized
CSX CSX CORP 0.2%
Value ($000) $197 Shares 2,729 Est. Cost $21.58 Unrealized +0.9%
TFC TRUIST FINL CORP 0.2%
Value ($000) $179 Shares 3,179 Est. Cost $40.89 Unrealized 0.0%
IWF ISHARES TR 0.2%
Value ($000) $178 Shares 1,012 Est. Cost $157.22 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $177 Shares 910 Est. Cost $147.84 Unrealized +12.0%
GIS GENERAL MLS INC 0.2%
Value ($000) $175 Shares 3,274 Est. Cost $43.39 Unrealized -1.4%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $172 Shares 2,679 Est. Cost $36.77 Unrealized +22.9%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $164 Shares 1,109 Est. Cost $111.09 Unrealized +10.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $164 Shares 1,120 Est. Cost $114.77 Unrealized -0.6%
PATTERSON COMPANIES INC 0.2%
Value ($000) $140 Shares 6,852 Est. Cost $17.83 Unrealized
TORTOISE PIPELINE & ENERGY F 0.2%
Value ($000) $138 Shares 10,753 Est. Cost $15.94 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $136 Shares 3,474 Est. Cost $29.22 Unrealized -8.6%
PEP PEPSICO INC 0.2%
Value ($000) $133 Shares 973 Est. Cost $104.74 Unrealized +7.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $133 Shares 992 Est. Cost $102.47 Unrealized -2.5%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $118 Shares 1,555 Est. Cost $69.61 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $115 Shares 6,877 Est. Cost $16.78 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $110 Shares 2,187 Est. Cost $50.30 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $106 Shares 1,246 Est. Cost $63.14 Unrealized +5.3%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $104 Shares 1,823 Est. Cost $57.30 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $100 Shares 1,979 Est. Cost $50.65 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $98 Shares 53 Est. Cost $92.73 Unrealized -4.5%
IWD ISHARES TR 0.1%
Value ($000) $96 Shares 700 Est. Cost $128.57 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $96 Shares 2,134 Est. Cost $37.51 Unrealized +1.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $95 Shares 418 Est. Cost $215.15 Unrealized +0.9%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $90 Shares 3,266 Est. Cost $25.21 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $89 Shares 961 Est. Cost $93.36 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $85 Shares 1,032 Est. Cost $58.40 Unrealized +6.9%
SYY SYSCO CORP 0.1%
Value ($000) $80 Shares 933 Est. Cost $61.77 Unrealized +10.9%
VIGI VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $79 Shares 1,101 Est. Cost $66.30 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $77 Shares 484 Est. Cost $159.09 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $72 Shares 603 Est. Cost $112.96 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $69 Shares 576 Est. Cost $119.79 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $66 Shares 864 Est. Cost $71.49 Unrealized
NEUBERGER BERMAN RE ES SEC F 0.1%
Value ($000) $66 Shares 11,911 Est. Cost $4.95 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $65 Shares 1,156 Est. Cost $56.33 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $64 Shares 456 Est. Cost $95.08 Unrealized +14.3%
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $62 Shares 1,407 Est. Cost $40.74 Unrealized
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $62 Shares 1,000 Est. Cost $51.59 Unrealized +6.7%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $59 Shares 492 Est. Cost $43.44 Unrealized +8.6%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $59 Shares 5,544 Est. Cost $10.46 Unrealized
PPL PPL CORP 0.1%
Value ($000) $58 Shares 1,629 Est. Cost $23.05 Unrealized +12.4%
VWOB VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $58 Shares 714 Est. Cost $80.44 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $58 Shares 678 Est. Cost $69.13 Unrealized +2.2%
MMM 3M CO 0.1%
Value ($000) $58 Shares 328 Est. Cost $110.63 Unrealized +1.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $56 Shares 495 Est. Cost $105.11 Unrealized -2.9%
USMV ISHARES TR 0.1%
Value ($000) $56 Shares 851 Est. Cost $65.80 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $56 Shares 254 Est. Cost $224.82 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $55 Shares 619 Est. Cost $52.58 Unrealized +22.9%
BAC BANK AMER CORP 0.1%
Value ($000) $52 Shares 1,468 Est. Cost $24.57 Unrealized +13.1%
V VISA INC 0.1%
Value ($000) $51 Shares 274 Est. Cost $170.31 Unrealized +1.3%
IEFA ISHARES TR 0.1%
Value ($000) $50 Shares 768 Est. Cost $61.20 Unrealized
MCHI ISHARES TR 0.1%
Value ($000) $46 Shares 710 Est. Cost $56.34 Unrealized
BP BP PLC 0.1%
Value ($000) $45 Shares 1,200 Est. Cost $38.33 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $43 Shares 4,600 Est. Cost $6.95 Unrealized -3.8%
PSCU INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $41 Shares 777 Est. Cost $53.04 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 245 Est. Cost $151.64 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $36 Shares 124 Est. Cost $217.12 Unrealized +9.0%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $35 Shares 284 Est. Cost $100.99 Unrealized +4.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $34 Shares 376 Est. Cost $70.54 Unrealized +1.8%
GABELLI EQUITY TR INC 0.0%
Value ($000) $34 Shares 5,507 Est. Cost $6.00 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $33 Shares 333 Est. Cost $99.34 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $32 Shares 1,600 Est. Cost $20.00 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $31 Shares 654 Est. Cost $44.62 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $31 Shares 295 Est. Cost $102.39 Unrealized
NUVEEN MUN HIGH INCOME OPP F 0.0%
Value ($000) $30 Shares 2,139 Est. Cost $14.49 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $30 Shares 227 Est. Cost $102.71 Unrealized +4.7%
MSFT MICROSOFT CORP 0.0%
Value ($000) $29 Shares 186 Est. Cost $129.91 Unrealized +7.2%
VTR VENTAS INC 0.0%
Value ($000) $29 Shares 500 Est. Cost $54.96 Unrealized -10.6%
MKL MARKEL CORP 0.0%
Value ($000) $29 Shares 25 Est. Cost $1047.93 Unrealized +8.7%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $28 Shares 157 Est. Cost $145.81 Unrealized +2.4%
GDX VANECK VECTORS ETF TRUST 0.0%
Value ($000) $28 Shares 955 Est. Cost $27.23 Unrealized
VYMI VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $27 Shares 430 Est. Cost $60.47 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $27 Shares 908 Est. Cost $25.02 Unrealized +1.9%
MRK MERCK & CO INC 0.0%
Value ($000) $26 Shares 291 Est. Cost $65.47 Unrealized +3.2%
DUNKIN BRANDS GROUP INC 0.0%
Value ($000) $25 Shares 334 Est. Cost $78.31 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $25 Shares 299 Est. Cost $93.65 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 328 Est. Cost $70.55 Unrealized
LEMB ISHARES INC 0.0%
Value ($000) $25 Shares 579 Est. Cost $44.91 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.0%
Value ($000) $25 Shares 2,491 Est. Cost $8.88 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $24 Shares 1,410 Est. Cost $15.63 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $24 Shares 400 Est. Cost $53.00 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $23 Shares 159 Est. Cost $134.25 Unrealized +1.1%
DGRO ISHARES TR 0.0%
Value ($000) $23 Shares 547 Est. Cost $38.85 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $23 Shares 500 Est. Cost $33.04 Unrealized +8.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $23 Shares 175 Est. Cost $88.96 Unrealized -1.7%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $22 Shares 186 Est. Cost $97.48 Unrealized +2.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $176.91 Unrealized +14.4%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $22 Shares 161 Est. Cost $109.72 Unrealized -0.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $21 Shares 200 Est. Cost $80.63 Unrealized +7.6%
EMB ISHARES TR 0.0%
Value ($000) $20 Shares 173 Est. Cost $112.24 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $20 Shares 153 Est. Cost $130.72 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $20 Shares 194 Est. Cost $101.52 Unrealized -9.0%
CENTURYLINK INC 0.0%
Value ($000) $20 Shares 1,485 Est. Cost $12.68 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $19 Shares 719 Est. Cost $26.43 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $19 Shares 175 Est. Cost $108.57 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $18.00 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $19 Shares 78 Est. Cost $46.25 Unrealized +8.5%
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $19 Shares 3,000 Est. Cost $2.96 Unrealized +1.5%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 527 Est. Cost $31.07 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $18 Shares 57 Est. Cost $24.02 Unrealized +7.8%
PZA INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $18 Shares 696 Est. Cost $25.86 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $18 Shares 340 Est. Cost $45.85 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $17 Shares 194 Est. Cost $56.72 Unrealized +5.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $16 Shares 298 Est. Cost $39.79 Unrealized +12.3%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $16 Shares 56 Est. Cost $236.37 Unrealized +8.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $16 Shares 299 Est. Cost $46.69 Unrealized -1.7%
PPC PILGRIMS PRIDE CORP NEW 0.0%
Value ($000) $16 Shares 500 Est. Cost $29.05 Unrealized +7.1%
OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $16 Shares 2,895 Est. Cost $5.18 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $16 Shares 99 Est. Cost $150.15 Unrealized +3.2%
BIO BIO RAD LABS INC 0.0%
Value ($000) $15 Shares 41 Est. Cost $326.21 Unrealized +8.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $27.60 Unrealized +4.3%
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $15 Shares 571 Est. Cost $24.52 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $14 Shares 245 Est. Cost $39.22 Unrealized +7.3%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $14 Shares 236 Est. Cost $44.10 Unrealized -0.9%
CSCO CISCO SYS INC 0.0%
Value ($000) $13 Shares 282 Est. Cost $42.79 Unrealized -9.9%
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value ($000) $13 Shares 425 Est. Cost $28.24 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $13 Shares 172 Est. Cost $75.70 Unrealized +0.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $13 Shares 113 Est. Cost $89.63 Unrealized +5.1%
VIRTUS TOTAL RETURN FUND INC 0.0%
Value ($000) $13 Shares 1,176 Est. Cost $11.05 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $32.26 Unrealized +0.3%
ORCHID IS CAP INC 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $6.00 Unrealized
NUVEEN ENHANCED MUN VALUE FD 0.0%
Value ($000) $12 Shares 775 Est. Cost $14.19 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $12 Shares 185 Est. Cost $50.98 Unrealized +0.6%
ORCL ORACLE CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.38 Unrealized +0.1%
CBRE CLARION GLOBAL REAL EST 0.0%
Value ($000) $11 Shares 1,410 Est. Cost $7.80 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $11 Shares 19 Est. Cost $172.96 Unrealized +8.3%
WELL WELLTOWER INC 0.0%
Value ($000) $11 Shares 140 Est. Cost $71.56 Unrealized -0.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $11 Shares 92 Est. Cost $124.77 Unrealized -2.4%
ADBE ADOBE INC 0.0%
Value ($000) $11 Shares 34 Est. Cost $291.94 Unrealized +0.8%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $10 Shares 88 Est. Cost $79.11 Unrealized +26.0%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $10 Shares 50 Est. Cost $190.36 Unrealized -5.5%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $10 Shares 69 Est. Cost $130.43 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $10 Shares 494 Est. Cost $18.22 Unrealized
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $10 Shares 596 Est. Cost $15.41 Unrealized
VECTOR GROUP LTD 0.0%
Value ($000) $10 Shares 734 Est. Cost $12.26 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $9 Shares 37 Est. Cost $4.18 Unrealized +23.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $9 Shares 173 Est. Cost $44.12 Unrealized +5.6%
ANNALY CAP MGMT INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.00 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $9 Shares 41 Est. Cost $187.08 Unrealized +4.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $9 Shares 32 Est. Cost $256.34 Unrealized +5.9%
GOOGL ALPHABET INC 0.0%
Value ($000) $9 Shares 7 Est. Cost $58.78 Unrealized +8.9%
WAB WABTEC CORP 0.0%
Value ($000) $9 Shares 117 Est. Cost $68.47 Unrealized +4.2%
CATALENT INC 0.0%
Value ($000) $9 Shares 167 Est. Cost $47.90 Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.07 Unrealized +7.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $9 Shares 71 Est. Cost $112.57 Unrealized -2.2%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $9 Shares 194 Est. Cost $44.66 Unrealized -0.5%
INVESCO MUN TR 0.0%
Value ($000) $9 Shares 741 Est. Cost $12.15 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $9 Shares 82 Est. Cost $109.90 Unrealized -5.4%
EOG EOG RES INC 0.0%
Value ($000) $8 Shares 91 Est. Cost $61.49 Unrealized -9.2%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $8 Shares 172 Est. Cost $41.78 Unrealized
UDR UDR INC 0.0%
Value ($000) $8 Shares 178 Est. Cost $37.21 Unrealized +2.7%
TRI CONTL CORP 0.0%
Value ($000) $8 Shares 275 Est. Cost $25.45 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $8 Shares 640 Est. Cost $12.50 Unrealized
WELLS FARGO UTILITIES AND HI 0.0%
Value ($000) $7 Shares 475 Est. Cost $14.74 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $7 Shares 36 Est. Cost $176.07 Unrealized +1.8%
ALLIANCEBERNSTEIN GBL HGH IN 0.0%
Value ($000) $7 Shares 539 Est. Cost $11.13 Unrealized
SPPP SPROTT PHYSICAL PLAT PALLAD 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.00 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $7 Shares 54 Est. Cost $111.11 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 81 Est. Cost $80.64 Unrealized -7.6%
AVITA MED LTD 0.0%
Value ($000) $7 Shares 800 Est. Cost $8.75 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $7 Shares 46 Est. Cost $121.72 Unrealized +1.0%
USB US BANCORP DEL 0.0%
Value ($000) $7 Shares 115 Est. Cost $41.13 Unrealized +7.8%
GARDNER DENVER HLDGS INC 0.0%
Value ($000) $7 Shares 181 Est. Cost $27.62 Unrealized
ANSYS INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $214.29 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $7 Shares 298 Est. Cost $19.23 Unrealized +9.8%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $6 Shares 25 Est. Cost $228.64 Unrealized -4.0%
AES AES CORP 0.0%
Value ($000) $6 Shares 291 Est. Cost $12.83 Unrealized +11.8%
PIMCO INCOME STRATEGY FUND 0.0%
Value ($000) $6 Shares 520 Est. Cost $11.53 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $266.10 Unrealized +2.4%
EEM ISHARES TR 0.0%
Value ($000) $6 Shares 139 Est. Cost $41.94 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $6 Shares 138 Est. Cost $26.32 Unrealized +8.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $349.71 Unrealized -4.8%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $6 Shares 123 Est. Cost $31.32 Unrealized +7.4%
ECL ECOLAB INC 0.0%
Value ($000) $6 Shares 29 Est. Cost $187.16 Unrealized -5.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.09 Unrealized +9.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
ASHR DBX ETF TR 0.0%
Value ($000) $6 Shares 194 Est. Cost $25.77 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $233.33 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $6 Shares 77 Est. Cost $54.15 Unrealized +9.4%
TARGET CORP 0.0%
Value ($000) $6 Shares 45 Est. Cost $133.33 Unrealized
INTU INTUIT 0.0%
Value ($000) $6 Shares 22 Est. Cost $264.00 Unrealized -4.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $5 Shares 252 Est. Cost $19.84 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $5 Shares 85 Est. Cost $47.06 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $5 Shares 67 Est. Cost $53.76 Unrealized -3.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $5 Shares 144 Est. Cost $36.01 Unrealized -4.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $5 Shares 37 Est. Cost $102.86 Unrealized +0.9%
ETN EATON CORP PLC 0.0%
Value ($000) $5 Shares 54 Est. Cost $72.11 Unrealized +10.5%
CMI CUMMINS INC 0.0%
Value ($000) $5 Shares 27 Est. Cost $136.67 Unrealized +10.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 94 Est. Cost $44.80 Unrealized -2.1%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $5 Shares 31 Est. Cost $143.57 Unrealized +5.2%
MGA MAGNA INTL INC 0.0%
Value ($000) $5 Shares 86 Est. Cost $40.64 Unrealized +9.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $5 Shares 162 Est. Cost $29.70 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 38 Est. Cost $131.58 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $5 Shares 111 Est. Cost $49.97 Unrealized -8.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $5 Shares 80 Est. Cost $54.09 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $186.88 Unrealized +14.1%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $5 Shares 350 Est. Cost $5.81 Unrealized +18.6%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $5 Shares 260 Est. Cost $15.38 Unrealized
TOTAL S A 0.0%
Value ($000) $5 Shares 85 Est. Cost $58.82 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $5 Shares 39 Est. Cost $117.12 Unrealized +1.3%
WESTROCK CO 0.0%
Value ($000) $5 Shares 111 Est. Cost $36.04 Unrealized
OPTU ALTICE USA INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $27.23 Unrealized +1.5%
SMG SCOTTS MIRACLE GRO CO 0.0%
Value ($000) $5 Shares 46 Est. Cost $82.55 Unrealized -1.8%
CVNA CARVANA CO 0.0%
Value ($000) $5 Shares 54 Est. Cost $71.84 Unrealized +16.5%
FIAT CHRYSLER AUTOMOBILES N 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $4 Shares 80 Est. Cost $41.03 Unrealized -4.4%
STERICYCLE INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $54.55 Unrealized
BCE BCE INC 0.0%
Value ($000) $4 Shares 88 Est. Cost $30.62 Unrealized +3.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $4 Shares 425 Est. Cost $7.06 Unrealized
SYF SYNCHRONY FINL 0.0%
Value ($000) $4 Shares 105 Est. Cost $29.25 Unrealized +5.0%
JD JD COM INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.0%
Value ($000) $4 Shares 207 Est. Cost $19.07 Unrealized
NMFC NEW MTN FIN CORP 0.0%
Value ($000) $4 Shares 273 Est. Cost $6.73 Unrealized +1.8%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $4 Shares 45 Est. Cost $53.86 Unrealized +13.5%
CHIMERA INVT CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $4 Shares 82 Est. Cost $46.58 Unrealized +16.4%
IBN ICICI BK LTD 0.0%
Value ($000) $4 Shares 295 Est. Cost $13.56 Unrealized
COOPER COS INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $285.71 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $4 Shares 31 Est. Cost $104.76 Unrealized -0.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $72.44 Unrealized +2.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $4 Shares 277 Est. Cost $10.13 Unrealized +8.3%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $3 Shares 23 Est. Cost $91.84 Unrealized +14.0%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.18 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.02 Unrealized -21.8%
SABR SABRE CORP 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.52 Unrealized -5.7%
VOYA VOYA FINL INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $48.05 Unrealized +6.0%
NOW SERVICENOW INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $54.38 Unrealized -3.1%
IAC INTERACTIVECORP 0.0%
Value ($000) $3 Shares 11 Est. Cost $181.82 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $60.90 Unrealized +4.7%
COLFAX CORP 0.0%
Value ($000) $3 Shares 84 Est. Cost $23.81 Unrealized
FHLC FIDELITY COVINGTON TR 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $132.79 Unrealized +9.9%
SAP SAP SE 0.0%
Value ($000) $3 Shares 19 Est. Cost $105.26 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $18.74 Unrealized -8.1%
UNILEVER N V 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
SONY SONY CORP 0.0%
Value ($000) $3 Shares 39 Est. Cost $51.28 Unrealized
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $3 Shares 167 Est. Cost $11.61 Unrealized +10.1%
TER TERADYNE INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $51.49 Unrealized +20.1%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $233.98 Unrealized 0.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $3 Shares 116 Est. Cost $13.34 Unrealized +3.7%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $3 Shares 145 Est. Cost $14.24 Unrealized +11.8%
AZTA BROOKS AUTOMATION INC 0.0%
Value ($000) $3 Shares 71 Est. Cost $35.63 Unrealized +16.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $3 Shares 78 Est. Cost $22.66 Unrealized +9.7%
ADSK AUTODESK INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $155.61 Unrealized +4.1%
CPRT COPART INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $19.41 Unrealized +10.0%
INCY INCYTE CORP 0.0%
Value ($000) $3 Shares 29 Est. Cost $80.82 Unrealized +5.7%
HESS CORP 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.22 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
WELBILT INC 0.0%
Value ($000) $2 Shares 116 Est. Cost $17.24 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 56 Est. Cost $41.62 Unrealized -13.5%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $2 Shares 145 Est. Cost $13.79 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $2 Shares 240 Est. Cost $4.53 Unrealized +34.6%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 8 Est. Cost $125.00 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $73.44 Unrealized +15.5%
CCEP COCA COLA EUROPEAN PARTNERS 0.0%
Value ($000) $2 Shares 49 Est. Cost $46.31 Unrealized -5.2%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $30.00 Unrealized -9.4%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.03 Unrealized +7.3%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.50 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $129.93 Unrealized -10.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $2 Shares 11 Est. Cost $108.94 Unrealized -2.2%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.51 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $217.32 Unrealized +5.6%
IWP ISHARES TR 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.00 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $83.33 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.64 Unrealized -2.8%
AMN AMN HEALTHCARE SERVICES INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $55.34 Unrealized +6.8%
NFLX NETFLIX INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $31.29 Unrealized -5.2%
CREE INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $48.78 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.02 Unrealized +14.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $65.76 Unrealized +2.4%
INFY INFOSYS LTD 0.0%
Value ($000) $2 Shares 219 Est. Cost $9.13 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $102.22 Unrealized -6.3%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 173 Est. Cost $9.72 Unrealized +13.5%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $38.45 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
FFIN FIRST FINL BANKSHARES 0.0%
Value ($000) $1 Shares 39 Est. Cost $27.93 Unrealized +9.8%
CAPSTONE TURBINE CORP 0.0%
Value ($000) $1 Shares 450 Est. Cost $2.22 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.27 Unrealized -1.4%
DE DEERE & CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $146.01 Unrealized +8.2%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $1 Shares 202 Est. Cost $4.95 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.54 Unrealized +5.7%
IEMG ISHARES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $1 Shares 8 Est. Cost $41.26 Unrealized +16.2%
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
NEW GERMANY FD INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
MTW MANITOWOC CO INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $15.10 Unrealized -3.4%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.94 Unrealized -12.7%
NGVT INGEVITY CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $89.09 Unrealized -1.9%
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
LINDE PLC 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $68.44 Unrealized +23.9%
NOBLE CORP PLC 0.0%
Value ($000) $0 Shares 132 Est. Cost Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost $45.45 Unrealized
AGEX THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.03 Unrealized -19.2%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $22.80 Unrealized -2.7%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.00 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
PDL BIOPHARMA INC 0.0%
Value ($000) $0 Shares 140 Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.53 Unrealized +22.3%
FDL FIRST TR MORNINGSTAR DIV LEA 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 440 Est. Cost Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.02 Unrealized -2.2%
LIBERTY ALL-STAR GROWTH FD I 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized