Graves Light Lenhart Wealth, Inc. Diversified Active

CIK: 0001759803 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $655,129 (100.0% shares, 0.0% debt)

Holdings (642)

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 4.8%
Value ($000) $31,706 Shares 415,766 Est. Cost $80.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 4.7%
Value ($000) $30,994 Shares 113,523 Est. Cost $203.82 Unrealized +53.9%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 4.3%
Value ($000) $27,913 Shares 363,495 Est. Cost $80.60 Unrealized
SDY SPDR S&P DIVIDEND ETF 4.2%
Value ($000) $27,478 Shares 231,515 Est. Cost $90.29 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 4.0%
Value ($000) $25,967 Shares 255,378 Est. Cost $106.15 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.8%
Value ($000) $25,157 Shares 196,170 Est. Cost $91.84 Unrealized
AAPL APPLE INC COM 3.8%
Value ($000) $25,133 Shares 183,829 Est. Cost $90.29 Unrealized +64.6%
IJR ISHARES S&P SMALL-CAP FUND 3.5%
Value ($000) $22,654 Shares 245,147 Est. Cost $91.47 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 3.3%
Value ($000) $21,723 Shares 151,412 Est. Cost $103.29 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 3.2%
Value ($000) $21,156 Shares 208,025 Est. Cost $81.21 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 2.7%
Value ($000) $17,604 Shares 351,232 Est. Cost $49.64 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.6%
Value ($000) $17,243 Shares 76,219 Est. Cost $206.89 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 2.3%
Value ($000) $14,800 Shares 292,204 Est. Cost $50.71 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.2%
Value ($000) $14,615 Shares 248,340 Est. Cost $67.82 Unrealized
SCHD Schwab US Dividend ETF 1.9%
Value ($000) $12,315 Shares 171,923 Est. Cost $65.53 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 1.7%
Value ($000) $11,040 Shares 186,809 Est. Cost $75.80 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.5%
Value ($000) $9,918 Shares 4,551 Est. Cost $62.94 Unrealized +85.7%
IWB ISHARES RUSSELL 1000 ETF 1.4%
Value ($000) $8,882 Shares 42,749 Est. Cost $138.69 Unrealized
SYY SYSCO CORP COM 1.4%
Value ($000) $8,866 Shares 104,663 Est. Cost $55.61 Unrealized +36.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1.3%
Value ($000) $8,824 Shares 139,381 Est. Cost $70.03 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 1.3%
Value ($000) $8,255 Shares 196,544 Est. Cost $27.85 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.2%
Value ($000) $8,172 Shares 76,830 Est. Cost $111.73 Unrealized
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $7,793 Shares 69,206 Est. Cost $88.18 Unrealized +28.2%
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $7,152 Shares 49,398 Est. Cost $83.51 Unrealized +70.9%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.1%
Value ($000) $7,151 Shares 37,911 Est. Cost $151.20 Unrealized
USB US BANCORP DEL COM NEW 1.0%
Value ($000) $6,830 Shares 148,404 Est. Cost $38.97 Unrealized +7.5%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 1.0%
Value ($000) $6,602 Shares 87,717 Est. Cost $80.83 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.9%
Value ($000) $6,134 Shares 15 Est. Cost $313083.50 Unrealized +50.5%
DIS DISNEY WALT CO COM 0.9%
Value ($000) $5,897 Shares 62,466 Est. Cost $131.63 Unrealized -17.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.9%
Value ($000) $5,846 Shares 117,102 Est. Cost $49.92 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.8%
Value ($000) $5,277 Shares 38,389 Est. Cost $128.43 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.8%
Value ($000) $5,113 Shares 84,726 Est. Cost $80.28 Unrealized
APD AIR PRODS & CHEMS INC COM 0.8%
Value ($000) $4,998 Shares 20,781 Est. Cost $234.15 Unrealized -5.7%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $4,946 Shares 2,261 Est. Cost $54.52 Unrealized +115.1%
FDX FEDEX CORP COM 0.7%
Value ($000) $4,856 Shares 21,418 Est. Cost $213.42 Unrealized -7.8%
EOG EOG RES INC COM 0.7%
Value ($000) $4,772 Shares 43,212 Est. Cost $72.54 Unrealized +45.8%
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $4,562 Shares 73,002 Est. Cost $60.62 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $4,468 Shares 11,785 Est. Cost $283.97 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $4,356 Shares 16,962 Est. Cost $117.72 Unrealized +123.8%
INTC INTEL CORP COM 0.7%
Value ($000) $4,324 Shares 115,578 Est. Cost $45.72 Unrealized -11.2%
VOOV VANGUARD S&P 500 VALUE ETF 0.7%
Value ($000) $4,317 Shares 32,490 Est. Cost $138.58 Unrealized
DD DUPONT DE NEMOURS INC COM 0.7%
Value ($000) $4,307 Shares 77,490 Est. Cost $28.72 Unrealized -11.8%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $4,287 Shares 11,363 Est. Cost $259.69 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $4,054 Shares 34,453 Est. Cost $90.92 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.6%
Value ($000) $4,037 Shares 13,714 Est. Cost $171.68 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.6%
Value ($000) $3,809 Shares 76,234 Est. Cost $45.93 Unrealized
D DOMINION ENERGY INC COM 0.5%
Value ($000) $3,539 Shares 44,343 Est. Cost $54.02 Unrealized +28.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.5%
Value ($000) $3,390 Shares 24,902 Est. Cost $125.06 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.5%
Value ($000) $3,384 Shares 70,690 Est. Cost $52.10 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.5%
Value ($000) $3,045 Shares 32,218 Est. Cost $81.26 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $2,918 Shares 9,823 Est. Cost $176.94 Unrealized +60.3%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $2,905 Shares 61,245 Est. Cost $40.59 Unrealized +0.5%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.4%
Value ($000) $2,742 Shares 30,797 Est. Cost $98.65 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,706 Shares 18,820 Est. Cost $76.52 Unrealized +79.4%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.4%
Value ($000) $2,560 Shares 56,893 Est. Cost $42.55 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.4%
Value ($000) $2,549 Shares 43,307 Est. Cost $61.16 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value ($000) $2,407 Shares 59,003 Est. Cost $41.16 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $2,372 Shares 27,693 Est. Cost $56.38 Unrealized +41.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.4%
Value ($000) $2,341 Shares 7,604 Est. Cost $234.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $2,305 Shares 29,937 Est. Cost $46.05 Unrealized +41.1%
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.3%
Value ($000) $2,217 Shares 28,771 Est. Cost $90.90 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.3%
Value ($000) $2,204 Shares 36,035 Est. Cost $66.85 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,964 Shares 18,315 Est. Cost $64.60 Unrealized +47.6%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $1,948 Shares 38,392 Est. Cost $39.03 Unrealized +2.8%
IBB ISHARES BIOTECHNOLOGY FUND 0.3%
Value ($000) $1,762 Shares 14,978 Est. Cost $97.07 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,704 Shares 9,598 Est. Cost $116.32 Unrealized +37.5%
VB VANGUARD SMALL-CAP INDEX FUND 0.3%
Value ($000) $1,702 Shares 9,664 Est. Cost $169.25 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.3%
Value ($000) $1,680 Shares 12,813 Est. Cost $182.61 Unrealized
FXNC FIRST NATL CORP COM 0.2%
Value ($000) $1,577 Shares 86,387 Est. Cost $17.54 Unrealized +2.4%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,546 Shares 3,225 Est. Cost $201.34 Unrealized +140.8%
MRK MERCK & CO INC COM 0.2%
Value ($000) $1,416 Shares 15,532 Est. Cost $59.73 Unrealized +32.6%
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $1,414 Shares 6,345 Est. Cost $186.38 Unrealized
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,404 Shares 26,849 Est. Cost $50.89 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $1,384 Shares 8,303 Est. Cost $92.19 Unrealized +62.5%
VO VANGUARD MID-CAP INDEX FUND 0.2%
Value ($000) $1,356 Shares 6,885 Est. Cost $192.96 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $1,185 Shares 22,607 Est. Cost $32.02 Unrealized +31.2%
DFEV DFA Emerging Value ETF 0.2%
Value ($000) $1,144 Shares 49,021 Est. Cost $23.34 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $1,038 Shares 4,776 Est. Cost $146.98 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $1,018 Shares 12,731 Est. Cost $106.24 Unrealized
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $995 Shares 2,062 Est. Cost $255.65 Unrealized +83.6%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $965 Shares 2,977 Est. Cost $103.25 Unrealized +181.7%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $960 Shares 6,082 Est. Cost $103.50 Unrealized +40.6%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $938 Shares 10,987 Est. Cost $74.24 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.1%
Value ($000) $937 Shares 4,305 Est. Cost $217.65 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $899 Shares 12,799 Est. Cost $55.13 Unrealized
SHEN SHENANDOAH TELECOMMUNICATIONS COM 0.1%
Value ($000) $861 Shares 38,769 Est. Cost $42.46 Unrealized -46.8%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $858 Shares 21,907 Est. Cost $40.06 Unrealized -0.3%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $855 Shares 1,664 Est. Cost $241.09 Unrealized +95.4%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $836 Shares 16,998 Est. Cost $49.84 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $790 Shares 8,724 Est. Cost $98.71 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $760 Shares 3,080 Est. Cost $156.59 Unrealized +44.6%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.1%
Value ($000) $732 Shares 8,271 Est. Cost $88.69 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $724 Shares 10,158 Est. Cost $35.76 Unrealized +79.8%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $723 Shares 23,239 Est. Cost $24.76 Unrealized +32.2%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $720 Shares 2,076 Est. Cost $265.63 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $712 Shares 16,226 Est. Cost $37.73 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $711 Shares 8,935 Est. Cost $56.12 Unrealized +45.9%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $682 Shares 6,859 Est. Cost $51.91 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $657 Shares 6,847 Est. Cost $63.12 Unrealized +37.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $655 Shares 9,380 Est. Cost $45.84 Unrealized +52.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $632 Shares 2,961 Est. Cost $137.65 Unrealized +51.7%
T AT&T INC COM 0.1%
Value ($000) $611 Shares 29,164 Est. Cost $14.50 Unrealized +12.5%
CSX CSX CORP COM 0.1%
Value ($000) $601 Shares 20,693 Est. Cost $28.03 Unrealized +10.4%
ABBV ABBVIE INC COM 0.1%
Value ($000) $599 Shares 3,914 Est. Cost $86.35 Unrealized +55.3%
KO COCA COLA CO COM 0.1%
Value ($000) $576 Shares 9,159 Est. Cost $39.23 Unrealized +44.7%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.1%
Value ($000) $559 Shares 11,357 Est. Cost $50.59 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $558 Shares 2,035 Est. Cost $197.01 Unrealized +36.5%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $535 Shares 2,273 Est. Cost $184.72 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $524 Shares 8,455 Est. Cost $47.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $524 Shares 3,713 Est. Cost $92.36 Unrealized +27.2%
MMM 3M CO COM 0.1%
Value ($000) $504 Shares 3,896 Est. Cost $121.99 Unrealized -13.8%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $486 Shares 5,792 Est. Cost $86.44 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $479 Shares 4,573 Est. Cost $106.08 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $465 Shares 10,996 Est. Cost $20.47 Unrealized +72.2%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $460 Shares 3,490 Est. Cost $120.21 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $446 Shares 2,449 Est. Cost $119.69 Unrealized +52.9%
AUB ATLANTIC UN BANKSHARES CORP COM 0.1%
Value ($000) $434 Shares 12,789 Est. Cost $28.00 Unrealized +6.5%
ABT ABBOTT LABS COM 0.1%
Value ($000) $432 Shares 3,978 Est. Cost $96.67 Unrealized +9.7%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.1%
Value ($000) $432 Shares 2,217 Est. Cost $106.45 Unrealized
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $406 Shares 4,525 Est. Cost $61.31 Unrealized +46.5%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $400 Shares 1,226 Est. Cost $186.11 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $397 Shares 2,649 Est. Cost $153.72 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $393 Shares 1,463 Est. Cost $180.68 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $371 Shares 2,152 Est. Cost $131.35 Unrealized
BBHY JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF 0.1%
Value ($000) $367 Shares 8,421 Est. Cost $43.58 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $338 Shares 2,439 Est. Cost $87.50 Unrealized +80.1%
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.1%
Value ($000) $335 Shares 3,776 Est. Cost $79.25 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $333 Shares 7,667 Est. Cost $50.26 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $330 Shares 1,355 Est. Cost $159.06 Unrealized +37.4%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $326 Shares 1,436 Est. Cost $162.63 Unrealized +39.3%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $320 Shares 1,262 Est. Cost $214.15 Unrealized +5.6%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $318 Shares 7,451 Est. Cost $38.50 Unrealized +11.2%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $317 Shares 6,928 Est. Cost $97.75 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $315 Shares 4,452 Est. Cost $40.34 Unrealized +59.5%
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $312 Shares 2,051 Est. Cost $137.18 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $307 Shares 1,462 Est. Cost $150.04 Unrealized +35.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $305 Shares 2,688 Est. Cost $93.07 Unrealized +15.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $303 Shares 930 Est. Cost $161.42 Unrealized +94.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $300 Shares 2,367 Est. Cost $85.65 Unrealized +40.1%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $293 Shares 6,346 Est. Cost $36.78 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $292 Shares 3,626 Est. Cost $101.50 Unrealized
UDR UDR INC COM 0.0%
Value ($000) $292 Shares 6,347 Est. Cost $32.43 Unrealized +34.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $290 Shares 4,142 Est. Cost $64.17 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $278 Shares 3,251 Est. Cost $73.69 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $278 Shares 4,364 Est. Cost $62.93 Unrealized -24.4%
MBB ISHARES MBS ETF 0.0%
Value ($000) $277 Shares 2,836 Est. Cost $107.83 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $269 Shares 1,539 Est. Cost $98.99 Unrealized +81.4%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $266 Shares 23,828 Est. Cost $9.43 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $265 Shares 4,213 Est. Cost $37.01 Unrealized +60.1%
INTU INTUIT COM 0.0%
Value ($000) $257 Shares 667 Est. Cost $201.37 Unrealized +100.9%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $251 Shares 41,224 Est. Cost $5.09 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $249 Shares 1,443 Est. Cost $111.60 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $249 Shares 4,764 Est. Cost $55.00 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $247 Shares 1,130 Est. Cost $192.04 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $238 Shares 2,610 Est. Cost $95.93 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $235 Shares 5,634 Est. Cost $42.01 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $233 Shares 6,638 Est. Cost $34.86 Unrealized +0.6%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $226 Shares 1,266 Est. Cost $155.57 Unrealized +26.8%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $220 Shares 1,437 Est. Cost $107.46 Unrealized +37.7%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $215 Shares 1,275 Est. Cost $173.86 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $204 Shares 1,490 Est. Cost $332.82 Unrealized -55.7%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $203 Shares 4,600 Est. Cost $63.35 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $202 Shares 2,176 Est. Cost $55.22 Unrealized +55.6%
VMWARE INC CL A COM 0.0%
Value ($000) $202 Shares 1,768 Est. Cost $123.18 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $196 Shares 698 Est. Cost $321.84 Unrealized
VIRTUS EQUITY & CONV INCM FD COM 0.0%
Value ($000) $196 Shares 9,448 Est. Cost $28.05 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $193 Shares 2,000 Est. Cost $89.93 Unrealized +4.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $192 Shares 690 Est. Cost $179.78 Unrealized +58.3%
WMT WALMART INC COM 0.0%
Value ($000) $192 Shares 1,578 Est. Cost $38.28 Unrealized +15.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $185 Shares 1,920 Est. Cost $59.38 Unrealized +49.1%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $185 Shares 2,390 Est. Cost $65.72 Unrealized +4.7%
SUMMIT FINL GROUP INC COM 0.0%
Value ($000) $184 Shares 6,630 Est. Cost $22.02 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $180 Shares 10,489 Est. Cost $14.20 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $179 Shares 1,209 Est. Cost $159.91 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $177 Shares 1,016 Est. Cost $140.53 Unrealized +18.3%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $176 Shares 2,553 Est. Cost $47.47 Unrealized +44.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $176 Shares 1,960 Est. Cost $31.64 Unrealized +184.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $175 Shares 2,291 Est. Cost $57.32 Unrealized +22.8%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $174 Shares 5,394 Est. Cost $42.54 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $171 Shares 8,000 Est. Cost $22.88 Unrealized
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $169 Shares 2,325 Est. Cost $48.27 Unrealized +32.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $167 Shares 1,317 Est. Cost $144.76 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $165 Shares 304 Est. Cost $332.17 Unrealized +64.0%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $161 Shares 1,520 Est. Cost $126.73 Unrealized -1.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $160 Shares 2,866 Est. Cost $56.53 Unrealized +1.6%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $160 Shares 3,900 Est. Cost $38.97 Unrealized
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value ($000) $160 Shares 13,728 Est. Cost $14.28 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $160 Shares 763 Est. Cost $157.30 Unrealized +32.7%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $156 Shares 2,806 Est. Cost $61.05 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $150 Shares 1,943 Est. Cost $78.27 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $145 Shares 483 Est. Cost $232.12 Unrealized +50.6%
RY ROYAL BK CDA COM 0.0%
Value ($000) $145 Shares 1,500 Est. Cost $77.38 Unrealized +32.2%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $144 Shares 6,672 Est. Cost $35.27 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $144 Shares 6,725 Est. Cost $25.81 Unrealized
ROYCE VALUE TR INC COM 0.0%
Value ($000) $143 Shares 10,253 Est. Cost $11.80 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value ($000) $141 Shares 3,000 Est. Cost $14.76 Unrealized +215.4%
PPL PPL CORP COM 0.0%
Value ($000) $140 Shares 5,158 Est. Cost $23.20 Unrealized +9.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $138 Shares 932 Est. Cost $133.05 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $135 Shares 866 Est. Cost $84.31 Unrealized +87.9%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $134 Shares 1,472 Est. Cost $70.69 Unrealized +50.1%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $133 Shares 2,438 Est. Cost $72.54 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $132 Shares 10,397 Est. Cost $16.74 Unrealized
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $131 Shares 1,260 Est. Cost $81.85 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $131 Shares 2,000 Est. Cost $50.68 Unrealized +43.3%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $131 Shares 5,614 Est. Cost $26.63 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $130 Shares 947 Est. Cost $127.88 Unrealized
CALAMOS DYNAMIC CONV & INCOME COM 0.0%
Value ($000) $129 Shares 6,000 Est. Cost $28.17 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $128 Shares 660 Est. Cost $198.26 Unrealized -7.7%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $127 Shares 1,417 Est. Cost $87.47 Unrealized +3.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $126 Shares 1,658 Est. Cost $50.60 Unrealized +43.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $125 Shares 491 Est. Cost $199.54 Unrealized +11.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $125 Shares 1,746 Est. Cost $38.13 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $124 Shares 732 Est. Cost $115.62 Unrealized +40.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $124 Shares 1,234 Est. Cost $100.49 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $123 Shares 3,239 Est. Cost $37.67 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $122 Shares 2,258 Est. Cost $36.85 Unrealized +51.4%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $120 Shares 3,353 Est. Cost $16.89 Unrealized +126.7%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $117 Shares 3,000 Est. Cost $34.67 Unrealized
BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN 0.0%
Value ($000) $112 Shares 10,000 Est. Cost $13.50 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $109 Shares 8,321 Est. Cost $16.82 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $109 Shares 4,126 Est. Cost $28.06 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $108 Shares 2,745 Est. Cost $41.66 Unrealized -7.9%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $108 Shares 1,387 Est. Cost $91.96 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $107 Shares 631 Est. Cost $134.96 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $106 Shares 2,013 Est. Cost $51.04 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $106 Shares 2,756 Est. Cost $24.24 Unrealized +51.7%
DOW DOW INC COM 0.0%
Value ($000) $106 Shares 2,052 Est. Cost $40.02 Unrealized +29.4%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $104 Shares 3,908 Est. Cost $20.71 Unrealized
LMP CAP & INCOME FD INC COM 0.0%
Value ($000) $104 Shares 8,429 Est. Cost $11.63 Unrealized
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $104 Shares 8,000 Est. Cost $15.13 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $104 Shares 1,295 Est. Cost $89.52 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $103 Shares 1,044 Est. Cost $60.35 Unrealized +41.5%
JACOBS ENGR GROUP INC COM 0.0%
Value ($000) $103 Shares 808 Est. Cost $108.91 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $102 Shares 1,498 Est. Cost $45.59 Unrealized +23.9%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $100 Shares 800 Est. Cost $65.30 Unrealized +86.8%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $55.41 Unrealized +64.1%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $95 Shares 835 Est. Cost $76.93 Unrealized +46.7%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $95 Shares 836 Est. Cost $122.77 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $95 Shares 850 Est. Cost $69.68 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $95 Shares 863 Est. Cost $137.89 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $94 Shares 2,042 Est. Cost $59.34 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $94 Shares 15,000 Est. Cost $6.24 Unrealized
PBE INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $92 Shares 1,587 Est. Cost $70.24 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $91 Shares 400 Est. Cost $275.00 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $89 Shares 6,621 Est. Cost $18.55 Unrealized 0.0%
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.0%
Value ($000) $88 Shares 7,125 Est. Cost $15.86 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $88 Shares 1,408 Est. Cost $68.07 Unrealized
SPDR S&P 600 SMALL CAP ETF 0.0%
Value ($000) $88 Shares 1,100 Est. Cost $79.09 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $87 Shares 564 Est. Cost $134.60 Unrealized +12.2%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $87 Shares 1,300 Est. Cost $37.97 Unrealized +62.6%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $85 Shares 6,921 Est. Cost $15.15 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $83 Shares 3,490 Est. Cost $27.22 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $82 Shares 180 Est. Cost $371.45 Unrealized +26.4%
BX BLACKSTONE INC COM 0.0%
Value ($000) $82 Shares 899 Est. Cost $48.82 Unrealized +96.8%
V VISA INC COM CL A 0.0%
Value ($000) $79 Shares 403 Est. Cost $195.64 Unrealized +2.8%
INVESCO MUNI INCOME OPP TRST COM 0.0%
Value ($000) $79 Shares 12,180 Est. Cost $6.98 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $79 Shares 1,280 Est. Cost $53.51 Unrealized +7.0%
STT STATE STR CORP COM 0.0%
Value ($000) $78 Shares 1,266 Est. Cost $57.49 Unrealized +8.3%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $77 Shares 2,072 Est. Cost $41.11 Unrealized
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $77 Shares 1,728 Est. Cost $41.29 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $76 Shares 537 Est. Cost $144.87 Unrealized +17.5%
WESTERN ASSET GBL HIGH INC FD COM 0.0%
Value ($000) $75 Shares 10,700 Est. Cost $9.25 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $75 Shares 515 Est. Cost $136.62 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $74 Shares 1,435 Est. Cost $60.35 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $73 Shares 2,225 Est. Cost $17.61 Unrealized +82.1%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $73 Shares 515 Est. Cost $155.23 Unrealized -12.2%
USMC PRINCIPAL U.S. MEGA-CAP ETF 0.0%
Value ($000) $72 Shares 1,961 Est. Cost $35.70 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $71 Shares 195 Est. Cost $601.51 Unrealized -32.3%
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $71 Shares 4,199 Est. Cost $19.53 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $70 Shares 614 Est. Cost $92.76 Unrealized +16.9%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $70 Shares 840 Est. Cost $84.81 Unrealized +2.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $70 Shares 673 Est. Cost $105.74 Unrealized +8.2%
EZM WISDOMTREE U.S. MIDCAP FUND 0.0%
Value ($000) $69 Shares 1,500 Est. Cost $43.33 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $68 Shares 441 Est. Cost $154.19 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $67 Shares 300 Est. Cost $250.86 Unrealized -1.1%
GSK PLC SPONSORED ADR 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $36.67 Unrealized
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value ($000) $64 Shares 19,098 Est. Cost $4.19 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $64 Shares 2,620 Est. Cost $19.47 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $64 Shares 271 Est. Cost $195.08 Unrealized +30.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $64 Shares 350 Est. Cost $136.91 Unrealized +12.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 2,000 Est. Cost $29.42 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $62 Shares 754 Est. Cost $113.28 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $62 Shares 6,304 Est. Cost $10.95 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $62 Shares 730 Est. Cost $73.27 Unrealized +13.4%
TXT TEXTRON INC COM 0.0%
Value ($000) $62 Shares 1,016 Est. Cost $41.81 Unrealized +56.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $60 Shares 470 Est. Cost $131.81 Unrealized -5.2%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $60 Shares 828 Est. Cost $84.54 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $60 Shares 632 Est. Cost $56.32 Unrealized +57.1%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $58 Shares 140 Est. Cost $418.70 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $57 Shares 3,000 Est. Cost $15.57 Unrealized +15.3%
BRBS BLUE RIDGE BANKSHARES INC VA COM 0.0%
Value ($000) $57 Shares 3,745 Est. Cost $10.69 Unrealized +25.7%
QABA FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND 0.0%
Value ($000) $57 Shares 1,154 Est. Cost $44.86 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $57 Shares 698 Est. Cost $51.19 Unrealized +58.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $57 Shares 1,372 Est. Cost $26.69 Unrealized +44.0%
BLV VANGUARD LONG-TERM BOND INDEX FUND 0.0%
Value ($000) $56 Shares 706 Est. Cost $103.40 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $56 Shares 3,695 Est. Cost $14.88 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $56 Shares 484 Est. Cost $80.60 Unrealized +28.2%
WELL WELLTOWER INC COM 0.0%
Value ($000) $54 Shares 657 Est. Cost $52.89 Unrealized +53.5%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $60.00 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $53 Shares 2,530 Est. Cost $26.09 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $53 Shares 4,436 Est. Cost $16.46 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $52 Shares 366 Est. Cost $89.37 Unrealized +65.2%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $24.49 Unrealized +37.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $50 Shares 2,965 Est. Cost $9.94 Unrealized +54.2%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $50 Shares 2,891 Est. Cost $15.96 Unrealized +18.4%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $50 Shares 592 Est. Cost $93.15 Unrealized
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $50 Shares 267 Est. Cost $173.08 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $49 Shares 14,300 Est. Cost $4.27 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $49 Shares 876 Est. Cost $62.79 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $49 Shares 204 Est. Cost $261.98 Unrealized +0.5%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $49 Shares 186 Est. Cost $179.43 Unrealized +34.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $48 Shares 329 Est. Cost $130.97 Unrealized +12.7%
IEX IDEX CORP COM 0.0%
Value ($000) $48 Shares 267 Est. Cost $215.66 Unrealized -16.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $47 Shares 988 Est. Cost $44.53 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $47 Shares 800 Est. Cost $44.47 Unrealized +34.8%
VIRTUS CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $46 Shares 12,567 Est. Cost $5.65 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $44 Shares 959 Est. Cost $45.24 Unrealized -3.3%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $44 Shares 619 Est. Cost $60.07 Unrealized +15.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $44 Shares 1,238 Est. Cost $33.81 Unrealized +10.3%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $44 Shares 324 Est. Cost $114.65 Unrealized +9.9%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $44 Shares 1,302 Est. Cost $26.28 Unrealized +12.3%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $44 Shares 1,406 Est. Cost $18.10 Unrealized +62.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $42 Shares 285 Est. Cost $152.19 Unrealized +6.4%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $42 Shares 277 Est. Cost $27.46 Unrealized -31.4%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $42 Shares 4,707 Est. Cost $11.05 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $40 Shares 261 Est. Cost $150.83 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $40 Shares 83 Est. Cost $280.85 Unrealized +54.1%
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $40 Shares 3,360 Est. Cost $13.69 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $39 Shares 1,225 Est. Cost $37.55 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $39 Shares 1,019 Est. Cost $34.99 Unrealized +10.8%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $39 Shares 412 Est. Cost $113.40 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $39 Shares 560 Est. Cost $86.56 Unrealized -1.3%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $39 Shares 623 Est. Cost $55.61 Unrealized +17.8%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $38 Shares 451 Est. Cost $92.96 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $38 Shares 78 Est. Cost $51.79 Unrealized +1.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $37 Shares 799 Est. Cost $31.93 Unrealized +36.4%
CRM SALESFORCE INC COM 0.0%
Value ($000) $37 Shares 227 Est. Cost $260.26 Unrealized -32.9%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $37 Shares 3,000 Est. Cost $15.33 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $36 Shares 552 Est. Cost $68.84 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $36 Shares 183 Est. Cost $224.24 Unrealized -5.5%
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $36 Shares 9,500 Est. Cost $4.63 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $35 Shares 159 Est. Cost $150.90 Unrealized +41.4%
TKR TIMKEN CO COM 0.0%
Value ($000) $35 Shares 656 Est. Cost $70.09 Unrealized -16.7%
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.0%
Value ($000) $35 Shares 846 Est. Cost $41.37 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $35 Shares 155 Est. Cost $116.13 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $34 Shares 427 Est. Cost $72.67 Unrealized -1.2%
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value ($000) $34 Shares 262 Est. Cost $90.79 Unrealized +33.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $34 Shares 677 Est. Cost $48.50 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $34 Shares 1,872 Est. Cost $21.19 Unrealized
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $24.22 Unrealized +38.0%
AMERICAN NATL BANKSHARES INC COM 0.0%
Value ($000) $33 Shares 949 Est. Cost $26.34 Unrealized
MFS MUN INCOME TR SH BEN INT 0.0%
Value ($000) $33 Shares 6,106 Est. Cost $6.71 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $33 Shares 320 Est. Cost $133.43 Unrealized -16.6%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $33 Shares 152 Est. Cost $238.16 Unrealized +2.6%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $33 Shares 386 Est. Cost $60.39 Unrealized +31.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $32 Shares 391 Est. Cost $58.41 Unrealized +47.7%
STERICYCLE INC COM 0.0%
Value ($000) $31 Shares 700 Est. Cost $69.88 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $31 Shares 764 Est. Cost $51.05 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $31 Shares 519 Est. Cost $12.92 Unrealized +350.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $31 Shares 442 Est. Cost $83.11 Unrealized -16.5%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $30 Shares 220 Est. Cost $115.97 Unrealized -1.0%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $30 Shares 1,791 Est. Cost $19.24 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $16.00 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $30 Shares 612 Est. Cost $56.16 Unrealized -25.0%
LINDE PLC SHS 0.0%
Value ($000) $29 Shares 100 Est. Cost $260.00 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $29 Shares 181 Est. Cost $130.26 Unrealized +23.2%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $29 Shares 500 Est. Cost $46.70 Unrealized +10.6%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $29 Shares 795 Est. Cost $45.28 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $29 Shares 2,207 Est. Cost $8.99 Unrealized +51.5%
ACH OWENS & MINOR INC NEW COM 0.0%
Value ($000) $29 Shares 937 Est. Cost $25.71 Unrealized +40.9%
META META PLATFORMS INC CL A 0.0%
Value ($000) $28 Shares 174 Est. Cost $295.41 Unrealized -35.1%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 349 Est. Cost $111.75 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $28 Shares 330 Est. Cost $84.85 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $28 Shares 400 Est. Cost $86.48 Unrealized -16.7%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $28 Shares 134 Est. Cost $111.68 Unrealized +90.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $28 Shares 279 Est. Cost $82.07 Unrealized +8.9%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $28 Shares 717 Est. Cost $34.87 Unrealized
AIZ ASSURANT INC COM 0.0%
Value ($000) $28 Shares 160 Est. Cost $118.30 Unrealized +43.7%
NUE NUCOR CORP COM 0.0%
Value ($000) $28 Shares 272 Est. Cost $47.42 Unrealized +169.7%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $28 Shares 574 Est. Cost $48.78 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $27 Shares 1,025 Est. Cost $14.64 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $20.66 Unrealized +38.1%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $26 Shares 516 Est. Cost $107.63 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $26 Shares 155 Est. Cost $145.00 Unrealized +3.6%
BLACKROCK UTILS INFRASTRUCTURE COM 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $25.00 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $26 Shares 276 Est. Cost $82.95 Unrealized +24.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $25 Shares 147 Est. Cost $139.80 Unrealized +48.8%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $196.23 Unrealized +11.6%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $25 Shares 166 Est. Cost $39.45 Unrealized +27.4%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $25 Shares 398 Est. Cost $62.81 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $25 Shares 430 Est. Cost $72.75 Unrealized -16.3%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $25 Shares 490 Est. Cost $34.41 Unrealized +34.1%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $24 Shares 138 Est. Cost $136.86 Unrealized +31.9%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $190.51 Unrealized +6.7%
FBNC FIRST BANCORP N C COM 0.0%
Value ($000) $24 Shares 683 Est. Cost $25.81 Unrealized +32.5%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.0%
Value ($000) $24 Shares 354 Est. Cost $62.15 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $24 Shares 262 Est. Cost $87.33 Unrealized +17.6%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $23 Shares 1,522 Est. Cost $17.42 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $23 Shares 295 Est. Cost $92.72 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $23 Shares 278 Est. Cost $73.10 Unrealized +4.4%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $23 Shares 900 Est. Cost $16.87 Unrealized +51.9%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $23 Shares 314 Est. Cost $56.51 Unrealized +42.4%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $23 Shares 372 Est. Cost $59.14 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $23 Shares 2,087 Est. Cost $6.35 Unrealized +66.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $23 Shares 110 Est. Cost $290.91 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $22 Shares 127 Est. Cost $188.09 Unrealized -3.2%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $22 Shares 370 Est. Cost $72.97 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $22 Shares 457 Est. Cost $63.51 Unrealized -18.5%
FMC FMC CORP COM NEW 0.0%
Value ($000) $22 Shares 202 Est. Cost $94.79 Unrealized +12.8%
ADSK AUTODESK INC COM 0.0%
Value ($000) $21 Shares 122 Est. Cost $291.48 Unrealized -34.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $21 Shares 219 Est. Cost $91.32 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $21 Shares 480 Est. Cost $11.71 Unrealized +340.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $21 Shares 65 Est. Cost $323.35 Unrealized +4.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $21 Shares 343 Est. Cost $49.35 Unrealized +9.6%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $20 Shares 158 Est. Cost $151.90 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $20 Shares 287 Est. Cost $227.31 Unrealized -61.9%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $20 Shares 215 Est. Cost $116.19 Unrealized -22.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 84 Est. Cost $164.87 Unrealized +35.6%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $20 Shares 240 Est. Cost $125.00 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $20 Shares 293 Est. Cost $70.59 Unrealized +5.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $20 Shares 149 Est. Cost $127.52 Unrealized
ANSYS INC COM 0.0%
Value ($000) $20 Shares 84 Est. Cost $372.58 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $19 Shares 768 Est. Cost $15.18 Unrealized +62.7%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $19 Shares 655 Est. Cost $19.45 Unrealized +95.0%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $19 Shares 384 Est. Cost $49.48 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $19 Shares 616 Est. Cost $21.94 Unrealized +54.3%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $34.31 Unrealized +3.6%
GLW CORNING INC COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $30.87 Unrealized +0.6%
MFS GOVT MKTS INCOME TR SH BEN INT 0.0%
Value ($000) $18 Shares 5,000 Est. Cost $4.60 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $18 Shares 75 Est. Cost $277.31 Unrealized -8.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $18 Shares 282 Est. Cost $48.92 Unrealized +22.7%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $18 Shares 562 Est. Cost $39.15 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $17 Shares 56 Est. Cost $395.00 Unrealized -15.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $17 Shares 89 Est. Cost $177.58 Unrealized +10.5%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $17 Shares 770 Est. Cost $22.08 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 642 Est. Cost $24.92 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $17 Shares 5,000 Est. Cost $4.00 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 184 Est. Cost $104.66 Unrealized -0.4%
VFC V F CORP COM 0.0%
Value ($000) $17 Shares 393 Est. Cost $79.91 Unrealized -37.2%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $17 Shares 166 Est. Cost $149.02 Unrealized -17.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $17 Shares 311 Est. Cost $50.46 Unrealized -13.7%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 215 Est. Cost $88.37 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $16 Shares 60 Est. Cost $350.00 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $16 Shares 330 Est. Cost $37.70 Unrealized +21.4%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $16 Shares 92 Est. Cost $103.61 Unrealized +56.3%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $9.50 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $15 Shares 60 Est. Cost $215.27 Unrealized +10.8%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $15 Shares 1,829 Est. Cost $8.06 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $14 Shares 155 Est. Cost $129.85 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $14 Shares 483 Est. Cost $25.72 Unrealized +39.4%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $14 Shares 170 Est. Cost $76.47 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $14 Shares 69 Est. Cost $280.15 Unrealized -34.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $14 Shares 254 Est. Cost $66.93 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $14 Shares 1,788 Est. Cost $7.83 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 106 Est. Cost $106.93 Unrealized +12.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $13 Shares 231 Est. Cost $79.30 Unrealized -16.1%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $13 Shares 351 Est. Cost $43.55 Unrealized -8.2%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.0%
Value ($000) $13 Shares 682 Est. Cost $19.02 Unrealized +11.3%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $13 Shares 168 Est. Cost $69.63 Unrealized +12.7%
NUVEEN CA QUALTY MUN INCOME FD COM 0.0%
Value ($000) $13 Shares 1,016 Est. Cost $14.76 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $13 Shares 20 Est. Cost $170.65 Unrealized +60.0%
TIPZ PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $12 Shares 200 Est. Cost $65.00 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $9.01 Unrealized +24.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $12 Shares 115 Est. Cost $135.38 Unrealized -15.2%
KEY KEYCORP COM 0.0%
Value ($000) $12 Shares 705 Est. Cost $16.22 Unrealized -1.9%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $125.41 Unrealized -0.3%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $12 Shares 222 Est. Cost $24.90 Unrealized +114.6%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $12 Shares 95 Est. Cost $125.70 Unrealized -4.6%
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 291 Est. Cost $44.67 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $12 Shares 118 Est. Cost $135.59 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $11 Shares 590 Est. Cost $15.25 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $194.45 Unrealized +37.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $11 Shares 49 Est. Cost $130.99 Unrealized +51.7%
QRVO QORVO INC COM 0.0%
Value ($000) $11 Shares 116 Est. Cost $147.19 Unrealized -26.7%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $11 Shares 84 Est. Cost $89.24 Unrealized +28.9%
NI NISOURCE INC COM 0.0%
Value ($000) $10 Shares 340 Est. Cost $19.68 Unrealized +36.4%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $10 Shares 33 Est. Cost $959.73 Unrealized -63.7%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $10 Shares 420 Est. Cost $26.19 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $10 Shares 124 Est. Cost $83.51 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $10 Shares 102 Est. Cost $111.79 Unrealized +25.6%
UI UBIQUITI INC COM 0.0%
Value ($000) $10 Shares 41 Est. Cost $304.47 Unrealized -12.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $10 Shares 33 Est. Cost $336.52 Unrealized +3.5%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $10 Shares 68 Est. Cost $153.98 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $10 Shares 275 Est. Cost $25.55 Unrealized +31.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $10 Shares 106 Est. Cost $128.41 Unrealized -24.7%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $10 Shares 530 Est. Cost $28.76 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $89.59 Unrealized +10.4%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.0%
Value ($000) $9 Shares 193 Est. Cost $54.31 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $9 Shares 50 Est. Cost $159.65 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $204.03 Unrealized -2.5%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $9 Shares 55 Est. Cost $200.00 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $53.89 Unrealized -58.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 327 Est. Cost $21.41 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 92 Est. Cost $86.96 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $9 Shares 136 Est. Cost $73.53 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $9 Shares 314 Est. Cost $43.96 Unrealized -27.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $9 Shares 288 Est. Cost $19.82 Unrealized +62.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $9 Shares 191 Est. Cost $52.73 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $8 Shares 526 Est. Cost $18.35 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $46.69 Unrealized -2.7%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $8 Shares 55 Est. Cost $181.82 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $8 Shares 88 Est. Cost $113.64 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $8 Shares 804 Est. Cost $13.33 Unrealized -30.3%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $8 Shares 290 Est. Cost $22.25 Unrealized +10.1%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $8 Shares 198 Est. Cost $33.58 Unrealized +43.7%
HANCOCK JOHN INCOME SECS TR COM 0.0%
Value ($000) $7 Shares 611 Est. Cost $16.37 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 51 Est. Cost $115.14 Unrealized +23.5%
BWA BORGWARNER INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.44 Unrealized -0.6%
BOTJ BANK OF THE JAMES FINL GP INC COM 0.0%
Value ($000) $7 Shares 550 Est. Cost $8.87 Unrealized +37.8%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $7 Shares 193 Est. Cost $25.91 Unrealized
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.68 Unrealized +58.9%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $7 Shares 42 Est. Cost $154.90 Unrealized +7.7%
NTCT NETSCOUT SYS INC COM 0.0%
Value ($000) $7 Shares 220 Est. Cost $23.89 Unrealized +40.4%
MRNA MODERNA INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $292.38 Unrealized -51.1%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.21 Unrealized +10.7%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.88 Unrealized -1.1%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $6 Shares 123 Est. Cost $47.98 Unrealized -0.5%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $6 Shares 164 Est. Cost $46.38 Unrealized -5.4%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $6 Shares 89 Est. Cost $78.65 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $128.36 Unrealized +16.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $6 Shares 50 Est. Cost $122.19 Unrealized +5.1%
SANDERSON FARMS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $133.33 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 124 Est. Cost $24.62 Unrealized +67.5%
RMD RESMED INC COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $263.25 Unrealized -21.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $6 Shares 51 Est. Cost $103.87 Unrealized +27.6%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $6 Shares 578 Est. Cost $8.70 Unrealized +36.6%
AGX ARGAN INC COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $39.95 Unrealized -10.6%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $6 Shares 143 Est. Cost $33.17 Unrealized +20.8%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 123 Est. Cost $63.41 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $252.99 Unrealized +57.1%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 89 Est. Cost $9.51 Unrealized +474.0%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $134.23 Unrealized -9.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $204.39 Unrealized -22.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $5 Shares 300 Est. Cost $13.33 Unrealized
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $5 Shares 168 Est. Cost $69.72 Unrealized -51.6%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $5 Shares 66 Est. Cost $66.96 Unrealized -7.3%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $5 Shares 196 Est. Cost $30.61 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $5 Shares 145 Est. Cost $26.01 Unrealized +26.3%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $5 Shares 486 Est. Cost $15.05 Unrealized -22.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $5 Shares 462 Est. Cost $6.49 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $5 Shares 46 Est. Cost $121.30 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 42 Est. Cost $159.86 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $119.05 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $4 Shares 89 Est. Cost $41.00 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $4 Shares 143 Est. Cost $21.34 Unrealized +45.4%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $42.06 Unrealized +5.6%
DLX DELUXE CORP COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.40 Unrealized +3.9%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $48.81 Unrealized +66.9%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $138.89 Unrealized
ARCONIC CORPORATION COM 0.0%
Value ($000) $4 Shares 154 Est. Cost $29.41 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $149.08 Unrealized 0.0%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $4 Shares 129 Est. Cost $23.26 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $204.61 Unrealized +39.3%
WAB WABTEC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $67.23 Unrealized +29.9%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $4 Shares 58 Est. Cost $134.07 Unrealized
SEB SEABOARD CORP DEL COM 0.0%
Value ($000) $4 Shares 1 Est. Cost $3214.42 Unrealized +24.3%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $3 Shares 20 Est. Cost $100.14 Unrealized +17.6%
DRIVE SHACK INC COM 0.0%
Value ($000) $3 Shares 2,450 Est. Cost $2.45 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $3 Shares 129 Est. Cost $18.13 Unrealized +25.4%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $441.83 Unrealized -21.8%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 7 Est. Cost $631.68 Unrealized -22.8%
EIX EDISON INTL COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $47.82 Unrealized +20.1%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $46.37 Unrealized +0.9%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $2 Shares 84 Est. Cost $15.41 Unrealized +100.9%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.25 Unrealized +23.6%
UNITI GROUP INC COM 0.0%
Value ($000) $2 Shares 229 Est. Cost $13.10 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $2 Shares 167 Est. Cost $6.10 Unrealized +37.5%
FUELCELL ENERGY INC COM 0.0%
Value ($000) $2 Shares 423 Est. Cost $4.73 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $2 Shares 63 Est. Cost $15.87 Unrealized
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $151.05 Unrealized +6.9%
INVESCO SR INCOME TR COM 0.0%
Value ($000) $2 Shares 387 Est. Cost $5.17 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $87.50 Unrealized +41.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $2 Shares 9 Est. Cost $212.41 Unrealized +31.8%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $2 Shares 41 Est. Cost $36.15 Unrealized +28.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $208.00 Unrealized +9.8%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 165 Est. Cost $8.43 Unrealized +28.4%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $114.12 Unrealized +19.8%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $150.00 Unrealized -28.9%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $2 Shares 22 Est. Cost $64.77 Unrealized +3.5%
OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $60.00 Unrealized
NBR NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.98 Unrealized +75.9%
COHEN & STEERS CLOSED-END OPPO COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $16.00 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 35 Est. Cost $31.23 Unrealized 0.0%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $1 Shares 111 Est. Cost $10.84 Unrealized +24.0%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $1 Shares 102 Est. Cost $29.41 Unrealized
MFS MULTIMARKET INCOME TR SH BEN INT 0.0%
Value ($000) $1 Shares 220 Est. Cost $4.55 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
ETD ETHAN ALLEN INTERIORS INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $17.26 Unrealized +5.6%
AMWD AMERICAN WOODMARK CORPORATION COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.91 Unrealized -46.9%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 60 Est. Cost $19.84 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $1 Shares 18 Est. Cost $74.07 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $38.29 Unrealized -64.4%
TLS TELOS CORP MD COM 0.0%
Value ($000) $1 Shares 103 Est. Cost $23.85 Unrealized -63.9%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $1 Shares 106 Est. Cost $18.87 Unrealized
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 197 Est. Cost $7.35 Unrealized -9.5%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 50 Est. Cost $39.72 Unrealized -6.6%
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $1 Shares 189 Est. Cost $5.29 Unrealized
OSG AMBAC FINL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 35 Est. Cost $14.74 Unrealized -35.6%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.98 Unrealized +32.6%
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.41 Unrealized +17.2%
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $227.99 Unrealized -64.5%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $11.48 Unrealized +1.3%
ADVISORSHARES PSYCHEDELICS ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
COOK TRAEGER INC COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.95 Unrealized -77.7%
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $0 Shares 11 Est. Cost $90.91 Unrealized
ATAI LIFE SCIENCES NV SHS 0.0%
Value ($000) $0 Shares 85 Est. Cost Unrealized
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.53 Unrealized -42.6%
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost $7.18 Unrealized -5.8%
GENI GENIUS SPORTS LIMITED SHARES CL A 0.0%
Value ($000) $0 Shares 38 Est. Cost $5.76 Unrealized -41.4%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CYBIN INC COM 0.0%
Value ($000) $0 Shares 145 Est. Cost Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $159.27 Unrealized -18.3%
TEMPLETON DRAGON FD INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
MAXEON SOLAR TECHNOLOGIES LTD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.56 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $31.24 Unrealized +71.2%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.42 Unrealized 0.0%
INGR INGREDION INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.11 Unrealized +16.1%
BBUC BROOKFIELD BUSINESS CORP CL A EXC SUB VTG 0.0%
Value ($000) $0 Shares 4 Est. Cost $30.46 Unrealized -14.8%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
NATURA &CO HLDG S A ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MIND MEDICINE MINDMED INC COMMON SHARES 0.0%
Value ($000) $0 Shares 285 Est. Cost Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $58.82 Unrealized
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
SECUREWORKS CORP CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $0 Shares 43 Est. Cost $23.26 Unrealized
SXC SUNCOKE ENERGY INC COM 0.0%
Value ($000) $0 Shares 64 Est. Cost $4.19 Unrealized +92.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.00 Unrealized +41.1%
HITI HIGH TIDE INC COM NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $6.83 Unrealized -56.6%
VC VISTEON CORP COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.87 Unrealized -2.1%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $0 Shares 66 Est. Cost $18.18 Unrealized