CRA Financial Services, LLC Diversified Active

CIK: 0001765594 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 24, 2023

Total Value ($000): $305,536 (100.0% shares, 0.0% debt)

Holdings (204)

AAPL APPLE INC 8.7%
Value ($000) $26,722 Shares 205,668 Est. Cost $95.76 Unrealized +46.9%
SCHD SCHWAB STRATEGIC TR 6.4%
Value ($000) $19,696 Shares 260,739 Est. Cost $63.60 Unrealized
SDY SPDR SER TR 5.0%
Value ($000) $15,409 Shares 123,165 Est. Cost $95.87 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.9%
Value ($000) $15,117 Shares 99,553 Est. Cost $108.05 Unrealized
AMZN AMAZON COM INC 3.8%
Value ($000) $11,722 Shares 139,545 Est. Cost $123.68 Unrealized -20.1%
SCHG SCHWAB STRATEGIC TR 3.6%
Value ($000) $11,079 Shares 199,403 Est. Cost $71.72 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $10,061 Shares 41,952 Est. Cost $143.23 Unrealized +63.4%
VB VANGUARD INDEX FDS 2.9%
Value ($000) $8,947 Shares 48,744 Est. Cost $141.67 Unrealized
QQQ INVESCO QQQ TR 2.8%
Value ($000) $8,622 Shares 32,381 Est. Cost $296.50 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $7,889 Shares 20,533 Est. Cost $318.99 Unrealized
GOOGL ALPHABET INC 1.9%
Value ($000) $5,766 Shares 65,355 Est. Cost $107.60 Unrealized -12.3%
HD HOME DEPOT INC 1.6%
Value ($000) $5,013 Shares 15,870 Est. Cost $190.53 Unrealized +47.6%
VO VANGUARD INDEX FDS 1.5%
Value ($000) $4,507 Shares 22,114 Est. Cost $175.10 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $4,325 Shares 11,308 Est. Cost $308.48 Unrealized
PNOV INNOVATOR ETFS TR 1.3%
Value ($000) $4,056 Shares 134,358 Est. Cost $29.97 Unrealized
IJH ISHARES TR 1.3%
Value ($000) $3,908 Shares 16,157 Est. Cost $167.50 Unrealized
V VISA INC 1.2%
Value ($000) $3,621 Shares 17,429 Est. Cost $139.42 Unrealized +41.3%
HDV ISHARES TR 1.0%
Value ($000) $3,139 Shares 30,110 Est. Cost $86.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,869 Shares 9,288 Est. Cost $220.35 Unrealized +34.8%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,851 Shares 25,848 Est. Cost $53.18 Unrealized +81.0%
DGRW WISDOMTREE TR 0.9%
Value ($000) $2,772 Shares 45,921 Est. Cost $58.11 Unrealized
SCHF SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,666 Shares 82,759 Est. Cost $32.13 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $2,555 Shares 7,347 Est. Cost $210.05 Unrealized +54.0%
GOOG ALPHABET INC 0.8%
Value ($000) $2,511 Shares 28,303 Est. Cost $108.35 Unrealized -12.6%
UJAN INNOVATOR ETFS TR 0.8%
Value ($000) $2,417 Shares 81,361 Est. Cost $30.24 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $2,407 Shares 25,429 Est. Cost $73.22 Unrealized
SCHB SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,362 Shares 52,709 Est. Cost $60.10 Unrealized
PDEC INNOVATOR ETFS TR 0.8%
Value ($000) $2,324 Shares 77,737 Est. Cost $30.36 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,214 Shares 12,535 Est. Cost $125.51 Unrealized +25.1%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,209 Shares 26,428 Est. Cost $59.95 Unrealized +23.1%
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,179 Shares 33,210 Est. Cost $58.20 Unrealized
BALT INNOVATOR ETFS TR 0.7%
Value ($000) $2,122 Shares 79,812 Est. Cost $26.59 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,079 Shares 11,585 Est. Cost $91.18 Unrealized +68.1%
PJAN INNOVATOR ETFS TR 0.6%
Value ($000) $1,830 Shares 58,080 Est. Cost $32.08 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $1,770 Shares 8,263 Est. Cost $180.17 Unrealized
DLN WISDOMTREE TR 0.6%
Value ($000) $1,770 Shares 28,567 Est. Cost $59.15 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,756 Shares 12,431 Est. Cost $117.87 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,666 Shares 3,141 Est. Cost $245.01 Unrealized +104.2%
META META PLATFORMS INC 0.5%
Value ($000) $1,661 Shares 13,803 Est. Cost $165.59 Unrealized -29.6%
MRK MERCK & CO INC 0.5%
Value ($000) $1,591 Shares 14,337 Est. Cost $62.62 Unrealized +48.2%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,555 Shares 4,250 Est. Cost $104.69 Unrealized +230.3%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,534 Shares 10,121 Est. Cost $90.04 Unrealized +44.1%
VIOO VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $1,510 Shares 8,710 Est. Cost $129.10 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $1,470 Shares 16,923 Est. Cost $121.01 Unrealized -22.8%
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,401 Shares 34,574 Est. Cost $56.32 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,389 Shares 8,593 Est. Cost $82.91 Unrealized +65.5%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,352 Shares 5,132 Est. Cost $177.04 Unrealized +38.5%
ONEQ FIDELITY COMWLTH TR 0.4%
Value ($000) $1,350 Shares 32,952 Est. Cost $75.36 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,287 Shares 9,599 Est. Cost $110.58 Unrealized +6.4%
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $1,263 Shares 5,093 Est. Cost $161.97 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,259 Shares 6,967 Est. Cost $97.69 Unrealized +64.7%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,258 Shares 37,987 Est. Cost $24.43 Unrealized +29.8%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,237 Shares 8,813 Est. Cost $109.94 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,237 Shares 24,133 Est. Cost $29.38 Unrealized +36.8%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,161 Shares 14,980 Est. Cost $83.30 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $1,124 Shares 2,011 Est. Cost $22.28 Unrealized +113.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,119 Shares 2,300 Est. Cost $300.01 Unrealized +42.2%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,097 Shares 7,504 Est. Cost $18.40 Unrealized -20.4%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,049 Shares 4,896 Est. Cost $128.14 Unrealized +39.5%
POCT INNOVATOR ETFS TR 0.3%
Value ($000) $1,015 Shares 33,744 Est. Cost $29.23 Unrealized
AVUV AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,013 Shares 13,597 Est. Cost $73.98 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $987 Shares 8,981 Est. Cost $55.84 Unrealized +94.9%
TSLA TESLA INC 0.3%
Value ($000) $981 Shares 7,961 Est. Cost $241.13 Unrealized -21.5%
DGRO ISHARES TR 0.3%
Value ($000) $944 Shares 18,882 Est. Cost $33.44 Unrealized
BA BOEING CO 0.3%
Value ($000) $941 Shares 4,940 Est. Cost $286.01 Unrealized -42.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $937 Shares 2 Est. Cost $313083.50 Unrealized +43.3%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $929 Shares 2,804 Est. Cost $269.55 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $918 Shares 3,832 Est. Cost $130.74 Unrealized +58.0%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $893 Shares 10,212 Est. Cost $78.64 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $881 Shares 5,071 Est. Cost $102.41 Unrealized +44.5%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $877 Shares 4,115 Est. Cost $161.24 Unrealized
PPL PPL CORP 0.3%
Value ($000) $868 Shares 29,698 Est. Cost $22.57 Unrealized +9.2%
DE DEERE & CO 0.3%
Value ($000) $863 Shares 2,012 Est. Cost $140.39 Unrealized +176.9%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $837 Shares 10,153 Est. Cost $84.48 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $833 Shares 7,701 Est. Cost $90.94 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $822 Shares 2,850 Est. Cost $179.48 Unrealized
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $807 Shares 2,527 Est. Cost $186.21 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $788 Shares 4,120 Est. Cost $168.38 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $784 Shares 12,327 Est. Cost $40.29 Unrealized +36.3%
XBOC INNOVATOR ETFS TR 0.2%
Value ($000) $737 Shares 31,754 Est. Cost $23.21 Unrealized
SOUTH JERSEY INDS INC 0.2%
Value ($000) $731 Shares 20,580 Est. Cost $24.46 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $713 Shares 10,115 Est. Cost $52.92 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $705 Shares 11,444 Est. Cost $62.67 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $697 Shares 16,746 Est. Cost $40.73 Unrealized
BNOV INNOVATOR ETFS TR 0.2%
Value ($000) $696 Shares 23,380 Est. Cost $31.13 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $693 Shares 3,975 Est. Cost $154.68 Unrealized
BDEC INNOVATOR ETFS TR 0.2%
Value ($000) $683 Shares 21,390 Est. Cost $34.98 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $676 Shares 2,294 Est. Cost $32.52 Unrealized -13.7%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $676 Shares 19,317 Est. Cost $37.46 Unrealized -19.8%
WMT WALMART INC 0.2%
Value ($000) $671 Shares 4,730 Est. Cost $34.14 Unrealized +33.7%
CVS CVS HEALTH CORP 0.2%
Value ($000) $665 Shares 7,134 Est. Cost $57.07 Unrealized +50.6%
DVY ISHARES TR 0.2%
Value ($000) $650 Shares 5,392 Est. Cost $118.85 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $639 Shares 5,533 Est. Cost $58.61 Unrealized +81.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $635 Shares 3,742 Est. Cost $167.18 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $623 Shares 4,272 Est. Cost $104.37 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $612 Shares 9,452 Est. Cost $55.66 Unrealized +16.1%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $612 Shares 25,195 Est. Cost $23.30 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $590 Shares 1,293 Est. Cost $369.53 Unrealized +26.9%
BJAN INNOVATOR ETFS TR 0.2%
Value ($000) $586 Shares 17,744 Est. Cost $36.10 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $586 Shares 3,864 Est. Cost $133.75 Unrealized
UNOV INNOVATOR ETFS TR 0.2%
Value ($000) $526 Shares 18,975 Est. Cost $29.34 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $520 Shares 4,406 Est. Cost $52.88 Unrealized +106.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $518 Shares 3,679 Est. Cost $92.48 Unrealized +33.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $511 Shares 10,716 Est. Cost $39.82 Unrealized +4.1%
OCFC OCEANFIRST FINL CORP 0.2%
Value ($000) $504 Shares 23,717 Est. Cost $16.90 Unrealized +10.4%
LOW LOWES COS INC 0.2%
Value ($000) $494 Shares 2,479 Est. Cost $131.51 Unrealized +43.1%
TAXF AMERICAN CENTY ETF TR 0.2%
Value ($000) $481 Shares 9,821 Est. Cost $49.14 Unrealized
PJUN INNOVATOR ETFS TR 0.2%
Value ($000) $479 Shares 16,125 Est. Cost $28.75 Unrealized
BN BROOKFIELD CORP 0.2%
Value ($000) $479 Shares 15,226 Est. Cost $21.90 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $461 Shares 3,392 Est. Cost $111.53 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $445 Shares 6,520 Est. Cost $101.51 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $437 Shares 1,243 Est. Cost $350.20 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $435 Shares 3,885 Est. Cost $134.21 Unrealized
PAPR INNOVATOR ETFS TR 0.1%
Value ($000) $431 Shares 15,360 Est. Cost $27.02 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $415 Shares 4,102 Est. Cost $59.08 Unrealized +37.6%
F FORD MTR CO DEL 0.1%
Value ($000) $415 Shares 35,681 Est. Cost $7.73 Unrealized +30.3%
ETN EATON CORP PLC 0.1%
Value ($000) $415 Shares 2,641 Est. Cost $155.46 Unrealized -5.5%
NOCT INNOVATOR ETFS TR 0.1%
Value ($000) $409 Shares 11,669 Est. Cost $35.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $408 Shares 10,364 Est. Cost $40.48 Unrealized -24.0%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $400 Shares 2,579 Est. Cost $101.02 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $395 Shares 7,720 Est. Cost $48.06 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.1%
Value ($000) $392 Shares 9,833 Est. Cost $44.85 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $389 Shares 7,526 Est. Cost $51.28 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $379 Shares 1,443 Est. Cost $186.62 Unrealized +30.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $377 Shares 1,580 Est. Cost $177.96 Unrealized +28.7%
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $374 Shares 2,284 Est. Cost $125.02 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $370 Shares 10,816 Est. Cost $36.02 Unrealized
PAUG INNOVATOR ETFS TR 0.1%
Value ($000) $368 Shares 12,985 Est. Cost $26.93 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $359 Shares 2,411 Est. Cost $192.33 Unrealized -26.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $358 Shares 3,480 Est. Cost $78.50 Unrealized +8.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $358 Shares 1,349 Est. Cost $197.71 Unrealized +15.4%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $350 Shares 31,133 Est. Cost $10.49 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $346 Shares 3,155 Est. Cost $88.06 Unrealized +10.9%
IVE ISHARES TR 0.1%
Value ($000) $327 Shares 2,252 Est. Cost $145.06 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $321 Shares 3,186 Est. Cost $87.01 Unrealized +0.7%
T AT&T INC 0.1%
Value ($000) $321 Shares 17,417 Est. Cost $15.61 Unrealized -3.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $319 Shares 5,204 Est. Cost $55.68 Unrealized -3.6%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $318 Shares 5,026 Est. Cost $38.62 Unrealized +40.4%
FDX FEDEX CORP 0.1%
Value ($000) $316 Shares 1,823 Est. Cost $233.15 Unrealized -33.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $304 Shares 3,066 Est. Cost $65.72 Unrealized +33.2%
EXC EXELON CORP 0.1%
Value ($000) $301 Shares 6,955 Est. Cost $25.84 Unrealized +36.1%
MUB ISHARES TR 0.1%
Value ($000) $299 Shares 2,830 Est. Cost $111.57 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $294 Shares 3,510 Est. Cost $52.78 Unrealized +38.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $292 Shares 2,350 Est. Cost $88.62 Unrealized
NJAN INNOVATOR ETFS TR 0.1%
Value ($000) $291 Shares 8,450 Est. Cost $40.67 Unrealized
FISV FISERV INC 0.1%
Value ($000) $287 Shares 2,843 Est. Cost $87.90 Unrealized +13.3%
ORCL ORACLE CORP 0.1%
Value ($000) $286 Shares 3,500 Est. Cost $73.20 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $284 Shares 401 Est. Cost $798.79 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $284 Shares 3,030 Est. Cost $55.99 Unrealized +47.7%
IJJ ISHARES TR 0.1%
Value ($000) $280 Shares 2,775 Est. Cost $109.98 Unrealized
NJUL INNOVATOR ETFS TR 0.1%
Value ($000) $280 Shares 6,572 Est. Cost $42.55 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $279 Shares 3,984 Est. Cost $54.26 Unrealized +9.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $278 Shares 810 Est. Cost $290.71 Unrealized +10.6%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $277 Shares 8,276 Est. Cost $31.84 Unrealized
BP BP PLC 0.1%
Value ($000) $276 Shares 7,909 Est. Cost $29.40 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $275 Shares 622 Est. Cost $320.21 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $275 Shares 6,000 Est. Cost $47.93 Unrealized
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $273 Shares 6,940 Est. Cost $37.90 Unrealized -10.5%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $272 Shares 4,257 Est. Cost $47.44 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $260 Shares 3,069 Est. Cost $93.65 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $256 Shares 3,796 Est. Cost $71.45 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $253 Shares 2,576 Est. Cost $98.73 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $253 Shares 1,602 Est. Cost $110.66 Unrealized +25.8%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $252 Shares 3,000 Est. Cost $60.13 Unrealized +27.4%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $249 Shares 3,776 Est. Cost $61.31 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $247 Shares 5,387 Est. Cost $45.15 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $243 Shares 9,196 Est. Cost $42.80 Unrealized -37.7%
IJT ISHARES TR 0.1%
Value ($000) $243 Shares 2,247 Est. Cost $108.07 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $242 Shares 4,255 Est. Cost $52.17 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $240 Shares 2,470 Est. Cost $97.00 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $239 Shares 1,967 Est. Cost $121.26 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $232 Shares 936 Est. Cost $228.84 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $230 Shares 421 Est. Cost $495.16 Unrealized 0.0%
KOCT INNOVATOR ETFS TR 0.1%
Value ($000) $229 Shares 9,075 Est. Cost $25.24 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $228 Shares 3,075 Est. Cost $96.09 Unrealized -18.2%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $228 Shares 1,215 Est. Cost $169.33 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $223 Shares 4,876 Est. Cost $30.88 Unrealized +13.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $221 Shares 3,110 Est. Cost $182.36 Unrealized -56.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $221 Shares 2,508 Est. Cost $171.75 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $221 Shares 868 Est. Cost $222.26 Unrealized +0.4%
ACLC AMERICAN CENTY ETF TR 0.1%
Value ($000) $219 Shares 4,550 Est. Cost $56.82 Unrealized
SSO PROSHARES TR 0.1%
Value ($000) $217 Shares 4,891 Est. Cost $44.45 Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $216 Shares 9,050 Est. Cost $23.84 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $216 Shares 2,580 Est. Cost $113.14 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $214 Shares 2,193 Est. Cost $93.28 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $212 Shares 1,820 Est. Cost $106.44 Unrealized 0.0%
BOCT INNOVATOR ETFS TR 0.1%
Value ($000) $212 Shares 6,660 Est. Cost $30.44 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $211 Shares 2,950 Est. Cost $54.69 Unrealized +9.0%
MCK MCKESSON CORP 0.1%
Value ($000) $209 Shares 556 Est. Cost $367.20 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $209 Shares 1,782 Est. Cost $95.30 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $208 Shares 3,402 Est. Cost $52.12 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $206 Shares 613 Est. Cost $546.73 Unrealized -41.5%
LINDE PLC 0.1%
Value ($000) $206 Shares 631 Est. Cost $326.18 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value ($000) $206 Shares 14,150 Est. Cost $19.79 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $202 Shares 1,846 Est. Cost $109.53 Unrealized
PSEP INNOVATOR ETFS TR 0.1%
Value ($000) $202 Shares 6,905 Est. Cost $27.75 Unrealized
MET METLIFE INC 0.1%
Value ($000) $201 Shares 2,777 Est. Cost $65.10 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $201 Shares 2,693 Est. Cost $74.56 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $200 Shares 813 Est. Cost $220.43 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $148 Shares 14,000 Est. Cost $11.99 Unrealized -11.9%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $90 Shares 11,275 Est. Cost $10.16 Unrealized -5.6%
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $79 Shares 36,550 Est. Cost $2.86 Unrealized -7.3%
MATINAS BIOPHARMA HLDGS INC 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.60 Unrealized
MARKER THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 11,500 Est. Cost $1.66 Unrealized