Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Oct 12, 2022

Total Value ($000): $150,145 (100.0% shares, 0.0% debt)

Holdings (384)

SPY SPDR S&P 500 ETF TRUST 28.7%
Value ($000) $43,020 Shares 114,035 Est. Cost $389.85 Unrealized
QQQ INVESCO QQQ TRUST 16.4%
Value ($000) $24,579 Shares 87,693 Est. Cost $332.46 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 8.6%
Value ($000) $12,923 Shares 87,189 Est. Cost $167.15 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 7.7%
Value ($000) $11,631 Shares 166,470 Est. Cost $70.66 Unrealized
AAPL APPLE INC COM 3.7%
Value ($000) $5,553 Shares 40,612 Est. Cost $120.94 Unrealized +22.9%
MSFT MICROSOFT CORP COM 3.0%
Value ($000) $4,517 Shares 17,586 Est. Cost $226.21 Unrealized +16.5%
UNH UNITEDHEALTH GROUP INC COM 1.5%
Value ($000) $2,243 Shares 4,367 Est. Cost $347.69 Unrealized +35.5%
AMZN AMAZON COM INC COM 1.2%
Value ($000) $1,824 Shares 17,172 Est. Cost $126.83 Unrealized -1.3%
NVDA NVIDIA CORPORATION COM 1.0%
Value ($000) $1,499 Shares 9,891 Est. Cost $19.56 Unrealized -3.7%
CVX CHEVRON CORP NEW COM 1.0%
Value ($000) $1,466 Shares 10,127 Est. Cost $106.58 Unrealized +33.9%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,366 Shares 4,982 Est. Cost $259.56 Unrealized +3.6%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $1,223 Shares 2,552 Est. Cost $380.17 Unrealized +27.5%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $1,139 Shares 6,414 Est. Cost $129.52 Unrealized +23.5%
V VISA INC COM CL A 0.7%
Value ($000) $1,101 Shares 5,592 Est. Cost $200.53 Unrealized +0.3%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,051 Shares 11,134 Est. Cost $144.73 Unrealized -25.1%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $1,041 Shares 16,336 Est. Cost $77.87 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $978 Shares 8,685 Est. Cost $110.70 Unrealized +2.1%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $965 Shares 441 Est. Cost $97.47 Unrealized +20.3%
DE DEERE & CO COM 0.6%
Value ($000) $828 Shares 2,765 Est. Cost $317.32 Unrealized +10.2%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $804 Shares 3,256 Est. Cost $195.54 Unrealized +15.8%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $761 Shares 349 Est. Cost $104.84 Unrealized +11.5%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $742 Shares 5,158 Est. Cost $123.48 Unrealized +11.2%
KO COCA COLA CO COM 0.5%
Value ($000) $726 Shares 11,533 Est. Cost $45.00 Unrealized +26.1%
NKE NIKE INC CL B 0.4%
Value ($000) $664 Shares 6,494 Est. Cost $128.07 Unrealized -13.1%
BX BLACKSTONE INC COM 0.4%
Value ($000) $588 Shares 6,442 Est. Cost $53.84 Unrealized +78.5%
SHEL SHELL PLC SPON ADS 0.4%
Value ($000) $575 Shares 11,001 Est. Cost $51.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $570 Shares 1,049 Est. Cost $462.59 Unrealized +17.8%
FDX FEDEX CORP COM 0.3%
Value ($000) $525 Shares 2,317 Est. Cost $251.15 Unrealized -21.7%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $511 Shares 6,602 Est. Cost $66.47 Unrealized +3.6%
NFLX NETFLIX INC COM 0.3%
Value ($000) $510 Shares 2,914 Est. Cost $53.62 Unrealized -58.7%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $505 Shares 5,341 Est. Cost $92.87 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $497 Shares 2,782 Est. Cost $163.46 Unrealized +20.7%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $495 Shares 11,598 Est. Cost $37.85 Unrealized +13.1%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $472 Shares 1,097 Est. Cost $319.88 Unrealized +24.4%
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $461 Shares 2,825 Est. Cost $108.33 Unrealized +47.9%
META META PLATFORMS INC CL A 0.3%
Value ($000) $431 Shares 2,670 Est. Cost $283.82 Unrealized -32.5%
TGT TARGET CORP COM 0.3%
Value ($000) $424 Shares 3,003 Est. Cost $173.27 Unrealized -1.8%
BLACKROCK INC COM 0.3%
Value ($000) $412 Shares 677 Est. Cost $756.94 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $391 Shares 1,068 Est. Cost $485.49 Unrealized -16.2%
WDAY WORKDAY INC CL A 0.3%
Value ($000) $387 Shares 2,774 Est. Cost $221.19 Unrealized -17.9%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $372 Shares 1,253 Est. Cost $216.09 Unrealized +31.2%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.2%
Value ($000) $371 Shares 11,000 Est. Cost $52.31 Unrealized -20.1%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $369 Shares 2,658 Est. Cost $103.86 Unrealized +51.7%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $366 Shares 5,178 Est. Cost $58.54 Unrealized +9.9%
MAR MARRIOTT INTL INC NEW CL A 0.2%
Value ($000) $352 Shares 2,588 Est. Cost $145.74 Unrealized +9.4%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $340 Shares 2,859 Est. Cost $106.93 Unrealized +12.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $327 Shares 1,063 Est. Cost $311.64 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $323 Shares 3,547 Est. Cost $65.34 Unrealized +21.2%
CSX CSX CORP COM 0.2%
Value ($000) $298 Shares 10,246 Est. Cost $29.04 Unrealized +6.6%
YUM YUM BRANDS INC COM 0.2%
Value ($000) $295 Shares 2,596 Est. Cost $95.35 Unrealized +13.7%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $293 Shares 1,685 Est. Cost $168.21 Unrealized -1.1%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $291 Shares 3,137 Est. Cost $73.38 Unrealized +17.1%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $282 Shares 9,048 Est. Cost $23.78 Unrealized +37.6%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $281 Shares 800 Est. Cost $447.44 Unrealized -8.9%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $278 Shares 2,174 Est. Cost $127.52 Unrealized -2.0%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $276 Shares 715 Est. Cost $368.16 Unrealized +7.9%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $272 Shares 3,176 Est. Cost $31.90 Unrealized +149.5%
ABBV ABBVIE INC COM 0.2%
Value ($000) $263 Shares 1,720 Est. Cost $97.28 Unrealized +37.9%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $260 Shares 2,295 Est. Cost $94.07 Unrealized +17.9%
LOW LOWES COS INC COM 0.2%
Value ($000) $257 Shares 1,474 Est. Cost $196.71 Unrealized -8.7%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $256 Shares 12,448 Est. Cost $18.25 Unrealized
EA ELECTRONIC ARTS INC COM 0.2%
Value ($000) $255 Shares 2,093 Est. Cost $125.41 Unrealized -0.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $248 Shares 2,906 Est. Cost $86.75 Unrealized
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $243 Shares 7,797 Est. Cost $28.09 Unrealized +4.0%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $242 Shares 502 Est. Cost $362.34 Unrealized +29.6%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $242 Shares 1,715 Est. Cost $175.68 Unrealized -28.0%
BA BOEING CO COM 0.2%
Value ($000) $241 Shares 1,760 Est. Cost $196.81 Unrealized -25.0%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $230 Shares 3,605 Est. Cost $62.95 Unrealized -24.4%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $230 Shares 5,863 Est. Cost $43.56 Unrealized -11.9%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $227 Shares 2,991 Est. Cost $80.52 Unrealized -10.1%
XYZ BLOCK INC CL A 0.1%
Value ($000) $222 Shares 3,607 Est. Cost $208.96 Unrealized -56.3%
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $206 Shares 735 Est. Cost $390.57 Unrealized -25.9%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $203 Shares 1,179 Est. Cost $194.15 Unrealized -14.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $200 Shares 1,844 Est. Cost $100.58 Unrealized +5.5%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $194 Shares 4,218 Est. Cost $51.43 Unrealized -14.9%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $190 Shares 1,877 Est. Cost $204.14 Unrealized -39.4%
NOW SERVICENOW INC COM 0.1%
Value ($000) $187 Shares 394 Est. Cost $105.90 Unrealized -10.0%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $181 Shares 2,650 Est. Cost $86.71 Unrealized -17.9%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $178 Shares 652 Est. Cost $399.79 Unrealized -19.8%
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $175 Shares 1,178 Est. Cost $269.95 Unrealized
TRP TC ENERGY CORP COM 0.1%
Value ($000) $174 Shares 3,358 Est. Cost $46.14 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $169 Shares 5,410 Est. Cost $51.77 Unrealized -17.5%
WMT WALMART INC COM 0.1%
Value ($000) $166 Shares 1,363 Est. Cost $45.38 Unrealized -3.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $165 Shares 4,222 Est. Cost $69.24 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $165 Shares 1,557 Est. Cost $57.55 Unrealized +84.0%
F FORD MTR CO DEL COM 0.1%
Value ($000) $165 Shares 14,826 Est. Cost $10.52 Unrealized +0.3%
ARW ARROW ELECTRS INC COM 0.1%
Value ($000) $162 Shares 1,441 Est. Cost $115.60 Unrealized +1.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $156 Shares 1,707 Est. Cost $127.48 Unrealized -29.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $148 Shares 1,049 Est. Cost $112.12 Unrealized +4.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $144 Shares 1,493 Est. Cost $77.40 Unrealized +14.4%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $139 Shares 565 Est. Cost $228.04 Unrealized +4.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $137 Shares 1,066 Est. Cost $129.22 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $133 Shares 3,204 Est. Cost $108.15 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $127 Shares 3,396 Est. Cost $48.64 Unrealized -16.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $122 Shares 93 Est. Cost $36.05 Unrealized -22.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $121 Shares 499 Est. Cost $207.74 Unrealized +7.6%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $119 Shares 3,204 Est. Cost $44.24 Unrealized -8.0%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $118 Shares 6,400 Est. Cost $23.59 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $118 Shares 712 Est. Cost $250.91 Unrealized -30.4%
GRMN GARMIN LTD SHS 0.1%
Value ($000) $112 Shares 1,140 Est. Cost $147.43 Unrealized -34.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $109 Shares 1,567 Est. Cost $83.33 Unrealized -16.2%
TSLA TESLA INC COM 0.1%
Value ($000) $102 Shares 151 Est. Cost $238.85 Unrealized +14.3%
NUVEEN INTER DURATION MUN TERM COM 0.1%
Value ($000) $100 Shares 7,711 Est. Cost $14.78 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $100 Shares 1,049 Est. Cost $102.00 Unrealized -8.6%
ADSK AUTODESK INC COM 0.1%
Value ($000) $99 Shares 575 Est. Cost $306.09 Unrealized -37.2%
LAM RESEARCH CORP COM 0.1%
Value ($000) $99 Shares 233 Est. Cost $546.88 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $97 Shares 1,904 Est. Cost $42.18 Unrealized -4.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $96 Shares 1,460 Est. Cost $59.59 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.1%
Value ($000) $96 Shares 1,926 Est. Cost $72.32 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $95 Shares 881 Est. Cost $87.32 Unrealized +9.2%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $93 Shares 2,399 Est. Cost $41.92 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $93 Shares 192 Est. Cost $44.48 Unrealized +17.8%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $91 Shares 1,464 Est. Cost $81.28 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $90 Shares 1,468 Est. Cost $61.84 Unrealized
GM GENERAL MTRS CO COM 0.1%
Value ($000) $90 Shares 2,825 Est. Cost $51.62 Unrealized -29.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $88 Shares 317 Est. Cost $305.51 Unrealized -6.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $85 Shares 507 Est. Cost $135.93 Unrealized +10.2%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $85 Shares 1,222 Est. Cost $228.93 Unrealized -62.2%
BALL BALL CORP COM 0.1%
Value ($000) $84 Shares 1,218 Est. Cost $83.70 Unrealized -13.9%
INTERPUBLIC GROUP COS INC COM 0.1%
Value ($000) $84 Shares 3,034 Est. Cost $30.38 Unrealized -9.4%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $81 Shares 317 Est. Cost $247.95 Unrealized -10.4%
MET METLIFE INC COM 0.1%
Value ($000) $79 Shares 1,250 Est. Cost $53.03 Unrealized +11.7%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $78 Shares 327 Est. Cost $245.17 Unrealized +3.6%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $78 Shares 689 Est. Cost $173.96 Unrealized -38.4%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $78 Shares 1,023 Est. Cost $105.26 Unrealized -33.1%
RY ROYAL BK CDA COM 0.0%
Value ($000) $71 Shares 737 Est. Cost $101.90 Unrealized +0.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $71 Shares 793 Est. Cost $113.45 Unrealized -20.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $69 Shares 336 Est. Cost $319.40 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $69 Shares 283 Est. Cost $200.25 Unrealized +9.2%
KEY KEYCORP COM 0.0%
Value ($000) $68 Shares 3,930 Est. Cost $16.22 Unrealized -1.9%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $64 Shares 1,779 Est. Cost $46.31 Unrealized -13.6%
AFL AFLAC INC COM 0.0%
Value ($000) $62 Shares 1,112 Est. Cost $49.44 Unrealized +10.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $62 Shares 1,475 Est. Cost $29.69 Unrealized +18.7%
CITRIX SYS INC COM 0.0%
Value ($000) $61 Shares 630 Est. Cost $87.44 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $61 Shares 317 Est. Cost $35.98 Unrealized +5.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $60 Shares 507 Est. Cost $122.00 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $60 Shares 751 Est. Cost $62.72 Unrealized +10.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $57 Shares 120 Est. Cost $336.41 Unrealized +28.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $57 Shares 921 Est. Cost $72.59 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $56 Shares 364 Est. Cost $167.50 Unrealized -9.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $55 Shares 352 Est. Cost $141.63 Unrealized +7.1%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $53 Shares 317 Est. Cost $173.50 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $51 Shares 1,222 Est. Cost $34.04 Unrealized +13.0%
IEUS ISHARES MSCI EUROPE SMALL-CAP ETF 0.0%
Value ($000) $50 Shares 1,034 Est. Cost $71.47 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $49 Shares 1,277 Est. Cost $30.59 Unrealized +9.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $49 Shares 443 Est. Cost $112.87 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $49 Shares 290 Est. Cost $237.93 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $48 Shares 1,659 Est. Cost $35.53 Unrealized +4.4%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $48 Shares 379 Est. Cost $149.24 Unrealized -11.2%
PFE PFIZER INC COM 0.0%
Value ($000) $47 Shares 896 Est. Cost $36.84 Unrealized +14.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $47 Shares 600 Est. Cost $54.03 Unrealized +45.2%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $46 Shares 181 Est. Cost $267.32 Unrealized -15.4%
BUNGE LIMITED COM 0.0%
Value ($000) $46 Shares 508 Est. Cost $96.08 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $46 Shares 120 Est. Cost $440.15 Unrealized -6.8%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $38.46 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $43 Shares 290 Est. Cost $160.03 Unrealized -11.9%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $43 Shares 400 Est. Cost $337.16 Unrealized -68.7%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $43 Shares 330 Est. Cost $142.42 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $42 Shares 216 Est. Cost $210.43 Unrealized -13.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $39 Shares 291 Est. Cost $111.42 Unrealized +8.0%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $39 Shares 152 Est. Cost $278.59 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $39 Shares 426 Est. Cost $161.83 Unrealized -40.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $38 Shares 159 Est. Cost $246.97 Unrealized -10.6%
T AT&T INC COM 0.0%
Value ($000) $36 Shares 1,719 Est. Cost $15.87 Unrealized +2.7%
NEM NEWMONT CORP COM 0.0%
Value ($000) $35 Shares 583 Est. Cost $51.54 Unrealized +22.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $34 Shares 1,082 Est. Cost $37.92 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $34 Shares 361 Est. Cost $112.02 Unrealized -9.2%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $34 Shares 393 Est. Cost $71.65 Unrealized +11.0%
MMM 3M CO COM 0.0%
Value ($000) $33 Shares 253 Est. Cost $134.79 Unrealized -22.0%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $33 Shares 565 Est. Cost $112.23 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $33 Shares 927 Est. Cost $26.00 Unrealized +47.3%
RPM RPM INTL INC COM 0.0%
Value ($000) $32 Shares 408 Est. Cost $84.21 Unrealized -0.2%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $31 Shares 131 Est. Cost $202.75 Unrealized +12.7%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $31 Shares 202 Est. Cost $218.41 Unrealized -20.4%
NORDSTROM INC COM 0.0%
Value ($000) $31 Shares 1,469 Est. Cost $32.58 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $31 Shares 2,197 Est. Cost $15.77 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $31 Shares 924 Est. Cost $33.55 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $30 Shares 287 Est. Cost $166.72 Unrealized -36.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $29 Shares 143 Est. Cost $255.22 Unrealized -11.5%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $29 Shares 4,772 Est. Cost $18.64 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $28 Shares 584 Est. Cost $38.24 Unrealized +28.7%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $28 Shares 460 Est. Cost $82.97 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $28 Shares 624 Est. Cost $75.67 Unrealized -33.7%
FNDB SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETF 0.0%
Value ($000) $27 Shares 547 Est. Cost $57.51 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $27 Shares 390 Est. Cost $113.94 Unrealized -25.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $26 Shares 168 Est. Cost $160.58 Unrealized -9.4%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $26 Shares 69 Est. Cost $426.01 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $26 Shares 125 Est. Cost $187.71 Unrealized +7.9%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $25 Shares 4,149 Est. Cost $6.58 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $25 Shares 392 Est. Cost $68.88 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $24 Shares 183 Est. Cost $147.54 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $23 Shares 252 Est. Cost $71.15 Unrealized +26.4%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $23 Shares 1,201 Est. Cost $11.69 Unrealized +4.6%
PCAR PACCAR INC COM 0.0%
Value ($000) $22 Shares 266 Est. Cost $46.49 Unrealized +4.5%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $22 Shares 99 Est. Cost $308.42 Unrealized -20.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $21 Shares 162 Est. Cost $181.93 Unrealized -27.3%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $202.32 Unrealized +5.0%
GLW CORNING INC COM 0.0%
Value ($000) $20 Shares 643 Est. Cost $35.22 Unrealized -11.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $20 Shares 104 Est. Cost $245.01 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $20 Shares 330 Est. Cost $55.43 Unrealized +3.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $18 Shares 185 Est. Cost $83.59 Unrealized +5.8%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $18 Shares 520 Est. Cost $46.42 Unrealized -5.4%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $18 Shares 1,350 Est. Cost $16.52 Unrealized -5.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $18 Shares 221 Est. Cost $89.51 Unrealized -8.5%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $18 Shares 2,326 Est. Cost $9.46 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $18 Shares 67 Est. Cost $283.68 Unrealized +10.6%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $17 Shares 53 Est. Cost $349.90 Unrealized -3.6%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $17 Shares 653 Est. Cost $63.77 Unrealized -51.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $16 Shares 231 Est. Cost $53.87 Unrealized +4.9%
UNP UNION PAC CORP COM 0.0%
Value ($000) $16 Shares 74 Est. Cost $195.24 Unrealized +6.9%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $15 Shares 744 Est. Cost $27.57 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $15 Shares 39 Est. Cost $103.73 Unrealized -9.1%
PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $19.00 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $15 Shares 60 Est. Cost $377.84 Unrealized -24.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $15 Shares 611 Est. Cost $23.51 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $14 Shares 188 Est. Cost $81.95 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $14 Shares 103 Est. Cost $114.88 Unrealized +9.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $12 Shares 153 Est. Cost $53.37 Unrealized +15.9%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $12 Shares 256 Est. Cost $52.10 Unrealized
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF 0.0%
Value ($000) $12 Shares 442 Est. Cost $42.99 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $12 Shares 102 Est. Cost $103.23 Unrealized +9.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 62 Est. Cost $293.44 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $11 Shares 94 Est. Cost $169.23 Unrealized
RH RH COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $573.44 Unrealized -48.2%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $11 Shares 68 Est. Cost $231.91 Unrealized -10.3%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $11 Shares 259 Est. Cost $51.83 Unrealized
ARQ ADVANCED EMISSIONS SOLUTIONS I COM 0.0%
Value ($000) $11 Shares 2,423 Est. Cost $6.88 Unrealized -20.9%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 99 Est. Cost $93.64 Unrealized +5.6%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $10 Shares 204 Est. Cost $54.94 Unrealized +3.5%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $10 Shares 188 Est. Cost $61.18 Unrealized -6.1%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $10 Shares 108 Est. Cost $72.48 Unrealized +19.5%
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $10 Shares 235 Est. Cost $68.09 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $10 Shares 160 Est. Cost $72.90 Unrealized -0.4%
TRU TRANSUNION COM 0.0%
Value ($000) $9 Shares 107 Est. Cost $112.10 Unrealized -24.8%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 143 Est. Cost $83.33 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $9 Shares 202 Est. Cost $50.64 Unrealized -10.5%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $9 Shares 73 Est. Cost $114.18 Unrealized +8.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $9 Shares 420 Est. Cost $36.80 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $9 Shares 166 Est. Cost $67.91 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $9 Shares 395 Est. Cost $25.50 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 119 Est. Cost $61.39 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $9 Shares 44 Est. Cost $259.08 Unrealized -21.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $9 Shares 43 Est. Cost $159.75 Unrealized +24.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $9 Shares 110 Est. Cost $58.41 Unrealized +47.7%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $9 Shares 219 Est. Cost $41.21 Unrealized -3.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $9 Shares 133 Est. Cost $64.85 Unrealized +0.5%
TNET TRINET GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.49 Unrealized -2.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $8 Shares 105 Est. Cost $54.83 Unrealized +18.5%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $8 Shares 110 Est. Cost $90.09 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $8 Shares 771 Est. Cost $10.38 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $8 Shares 90 Est. Cost $66.67 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $8 Shares 107 Est. Cost $93.46 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $8 Shares 106 Est. Cost $103.77 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $8 Shares 23 Est. Cost $432.89 Unrealized
EQUITY COMWLTH 6.5 CNV PFD D 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $8 Shares 233 Est. Cost $37.13 Unrealized -12.9%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $8 Shares 835 Est. Cost $84.16 Unrealized -80.9%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $8 Shares 90 Est. Cost $111.11 Unrealized
ALTERYX INC COM CL A 0.0%
Value ($000) $7 Shares 147 Est. Cost $62.20 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $7 Shares 27 Est. Cost $345.28 Unrealized -17.5%
AON AON PLC SHS CL A 0.0%
Value ($000) $7 Shares 26 Est. Cost $290.95 Unrealized -3.8%
PROSHARES SHORT S&P500 0.0%
Value ($000) $7 Shares 407 Est. Cost $14.74 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $7 Shares 72 Est. Cost $130.28 Unrealized -18.6%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $7 Shares 258 Est. Cost $57.14 Unrealized -31.2%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $7 Shares 244 Est. Cost $43.96 Unrealized -27.5%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $7 Shares 28 Est. Cost $165.09 Unrealized -22.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $141.77 Unrealized +14.1%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $37.73 Unrealized +21.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 248 Est. Cost $29.26 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $191.52 Unrealized -15.5%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $7 Shares 97 Est. Cost $77.51 Unrealized +10.6%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $7 Shares 265 Est. Cost $26.56 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $6 Shares 522 Est. Cost $13.41 Unrealized
HCAT HEALTH CATALYST INC COM 0.0%
Value ($000) $6 Shares 405 Est. Cost $54.54 Unrealized -68.7%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $59.14 Unrealized -20.9%
BCE BCE INC COM NEW 0.0%
Value ($000) $6 Shares 129 Est. Cost $38.02 Unrealized +7.8%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $6 Shares 521 Est. Cost $11.52 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $6 Shares 79 Est. Cost $333.45 Unrealized -70.9%
KELLOGG CO COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $51.50 Unrealized +11.3%
NEW YORK CITY REIT INC COM 0.0%
Value ($000) $6 Shares 1,236 Est. Cost $4.85 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $6 Shares 200 Est. Cost $37.93 Unrealized 0.0%
GPRO GOPRO INC CL A 0.0%
Value ($000) $5 Shares 839 Est. Cost $10.11 Unrealized -27.7%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $5 Shares 66 Est. Cost $136.36 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $5 Shares 123 Est. Cost $41.02 Unrealized -4.2%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $40.28 Unrealized -16.7%
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $5 Shares 1,149 Est. Cost $5.73 Unrealized -32.0%
SRE SEMPRA COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $55.46 Unrealized +28.6%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $5 Shares 91 Est. Cost $76.09 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $5 Shares 406 Est. Cost $18.55 Unrealized 0.0%
LIVENT CORP COM 0.0%
Value ($000) $5 Shares 230 Est. Cost $30.43 Unrealized
ELECTROCORE INC COM 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.90 Unrealized
AVANGRID INC COM 0.0%
Value ($000) $5 Shares 112 Est. Cost $44.64 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $5 Shares 253 Est. Cost $18.71 Unrealized -4.1%
NIELSEN HLDGS PLC SHS EUR 0.0%
Value ($000) $5 Shares 230 Est. Cost $21.74 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 487 Est. Cost $11.34 Unrealized -4.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $83.33 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $4 Shares 230 Est. Cost $13.29 Unrealized +15.3%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $4 Shares 65 Est. Cost $90.89 Unrealized -39.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $195.24 Unrealized +37.1%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $4 Shares 114 Est. Cost $42.06 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 76 Est. Cost $73.72 Unrealized -9.8%
ALPINE 4 HOLDINGS INC CL A 0.0%
Value ($000) $4 Shares 5,134 Est. Cost $1.36 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $4 Shares 178 Est. Cost $14.41 Unrealized +36.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $4 Shares 39 Est. Cost $106.31 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $4 Shares 46 Est. Cost $168.61 Unrealized -16.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 95 Est. Cost $45.87 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $4 Shares 57 Est. Cost $105.26 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $4 Shares 43 Est. Cost $101.12 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $92.31 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $4 Shares 103 Est. Cost $79.49 Unrealized -23.1%
DOW DOW INC COM 0.0%
Value ($000) $4 Shares 76 Est. Cost $45.63 Unrealized +13.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $4 Shares 337 Est. Cost $12.68 Unrealized +7.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $250.00 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $3 Shares 85 Est. Cost $25.10 Unrealized 0.0%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $72.50 Unrealized -5.5%
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $3 Shares 121 Est. Cost $28.61 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $3 Shares 112 Est. Cost $25.42 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 57 Est. Cost $46.62 Unrealized +14.7%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $25.18 Unrealized +130.9%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $58.80 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $285.71 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $3 Shares 63 Est. Cost $63.49 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.33 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $3 Shares 103 Est. Cost $29.13 Unrealized
CION CION INVT CORP COM 0.0%
Value ($000) $3 Shares 323 Est. Cost $6.17 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $3 Shares 84 Est. Cost $26.28 Unrealized +12.3%
TWITTER INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $52.63 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $66.11 Unrealized +20.1%
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $2 Shares 9 Est. Cost $167.63 Unrealized -2.1%
VIVOS THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 1,205 Est. Cost $4.15 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $2 Shares 84 Est. Cost $60.70 Unrealized -28.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 194 Est. Cost $21.59 Unrealized -46.1%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $97.67 Unrealized -43.0%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $85.62 Unrealized +2.1%
LMND LEMONADE INC COM 0.0%
Value ($000) $2 Shares 133 Est. Cost $80.62 Unrealized -73.9%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $2 Shares 70 Est. Cost $33.90 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $2 Shares 645 Est. Cost $21.71 Unrealized
UDR UDR INC COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $45.26 Unrealized -3.8%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $2 Shares 71 Est. Cost $36.14 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $2 Shares 178 Est. Cost $17.27 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $2 Shares 26 Est. Cost $125.59 Unrealized -53.2%
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $62.50 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $236.66 Unrealized +22.9%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $114.42 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $2 Shares 10 Est. Cost $162.74 Unrealized -5.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $82.35 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 40 Est. Cost $33.56 Unrealized 0.0%
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $1 Shares 953 Est. Cost $6.21 Unrealized -73.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.24 Unrealized +35.3%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 130 Est. Cost $7.69 Unrealized
DSX DIANA SHIPPING INC COM 0.0%
Value ($000) $1 Shares 119 Est. Cost $3.81 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $72.25 Unrealized -68.4%
VIRTUS CONVERTIBLE & INC FD II COM 0.0%
Value ($000) $1 Shares 338 Est. Cost $2.96 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $116.71 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $200.81 Unrealized +20.2%
TSPH TUSIMPLE HLDGS INC CL A 0.0%
Value ($000) $1 Shares 181 Est. Cost $11.05 Unrealized
SKILLZ INC COM 0.0%
Value ($000) $1 Shares 467 Est. Cost $12.85 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $84.00 Unrealized +3.9%
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 399 Est. Cost $6.97 Unrealized -66.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $105.90 Unrealized -9.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $28.36 Unrealized -10.7%
ENFY CHINA GREEN AGRICULTURE INC COM NEW 0.0%
Value ($000) $1 Shares 121 Est. Cost $7.99 Unrealized 0.0%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $1 Shares 110 Est. Cost $18.76 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $119.52 Unrealized -64.5%
DCP MIDSTREAM LP COM UT LTD PTN 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $250.00 Unrealized
OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.07 Unrealized -62.4%
CHWY CHEWY INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.39 Unrealized -51.0%
OCEANPAL INC COMMON STOCK 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $28.27 Unrealized +65.9%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.01 Unrealized -43.9%
CLOVIS ONCOLOGY INC COM 0.0%
Value ($000) $0 Shares 140 Est. Cost $7.14 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.13 Unrealized -38.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 46 Est. Cost $11.71 Unrealized -20.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CENNTRO ELECTRIC GROUP LIMITED ORD SHS 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized