Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 11, 2021

Total Value ($000): $309,145 (100.0% shares, 0.0% debt)

Holdings (509)

MSFT MICROSOFT CORP COM 5.1%
Value ($000) $15,671 Shares 66,466 Est. Cost $119.35 Unrealized +86.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 3.1%
Value ($000) $9,716 Shares 82,141 Est. Cost $41.70 Unrealized
JPM JPMORGAN CHASE & CO COM 2.7%
Value ($000) $8,410 Shares 55,248 Est. Cost $92.39 Unrealized +37.7%
AVGO BROADCOM INC COM 2.5%
Value ($000) $7,874 Shares 16,982 Est. Cost $21.64 Unrealized +92.5%
UNH UNITEDHEALTH GROUP INC COM 2.2%
Value ($000) $6,752 Shares 18,148 Est. Cost $230.67 Unrealized +38.6%
TILRAY INC COM CL 2 2.1%
Value ($000) $6,517 Shares 286,697 Est. Cost $14.26 Unrealized
BX BLACKSTONE GROUP INC COM 2.0%
Value ($000) $6,310 Shares 84,670 Est. Cost $33.84 Unrealized +73.2%
AAPL APPLE INC COM 2.0%
Value ($000) $6,246 Shares 51,133 Est. Cost $91.27 Unrealized +37.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $6,240 Shares 24,426 Est. Cost $209.72 Unrealized +15.8%
DIS DISNEY WALT CO COM 1.9%
Value ($000) $5,966 Shares 32,334 Est. Cost $124.45 Unrealized +44.8%
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value ($000) $5,804 Shares 2,814 Est. Cost $59.18 Unrealized +65.5%
V VISA INC COM CL A 1.7%
Value ($000) $5,114 Shares 24,153 Est. Cost $144.74 Unrealized +40.4%
GLD SPDR GOLD SHARES 1.6%
Value ($000) $5,010 Shares 31,323 Est. Cost $153.54 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 1.6%
Value ($000) $4,849 Shares 45,741 Est. Cost $52.51 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 1.5%
Value ($000) $4,600 Shares 80,661 Est. Cost $36.86 Unrealized
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $4,540 Shares 27,622 Est. Cost $116.98 Unrealized +20.4%
TMO THERMO FISHER SCIENTIFIC INC COM 1.4%
Value ($000) $4,428 Shares 9,702 Est. Cost $251.38 Unrealized +87.4%
ABT ABBOTT LABS COM 1.3%
Value ($000) $4,006 Shares 33,431 Est. Cost $77.62 Unrealized +40.0%
VRTX VERTEX PHARMACEUTICALS INC COM 1.2%
Value ($000) $3,698 Shares 17,209 Est. Cost $185.40 Unrealized +18.5%
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF 1.2%
Value ($000) $3,601 Shares 144,909 Est. Cost $24.94 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.2%
Value ($000) $3,593 Shares 74,438 Est. Cost $40.32 Unrealized
AMZN AMAZON COM INC COM 1.1%
Value ($000) $3,512 Shares 1,135 Est. Cost $138.51 Unrealized +14.4%
ABBV ABBVIE INC COM 1.1%
Value ($000) $3,488 Shares 32,228 Est. Cost $68.61 Unrealized +29.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.1%
Value ($000) $3,451 Shares 12,492 Est. Cost $154.42 Unrealized +56.3%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $3,451 Shares 66,731 Est. Cost $37.49 Unrealized +8.3%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 1.1%
Value ($000) $3,348 Shares 131,486 Est. Cost $25.27 Unrealized
BAC BK OF AMERICA CORP COM 1.1%
Value ($000) $3,303 Shares 85,365 Est. Cost $24.05 Unrealized +27.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $3,302 Shares 51,308 Est. Cost $44.84 Unrealized
NEE NEXTERA ENERGY INC COM 1.0%
Value ($000) $3,186 Shares 42,135 Est. Cost $61.12 Unrealized +12.6%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $2,975 Shares 1,438 Est. Cost $56.95 Unrealized +72.9%
CB CHUBB LIMITED COM 1.0%
Value ($000) $2,959 Shares 18,730 Est. Cost $120.78 Unrealized +24.4%
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $2,796 Shares 7,567 Est. Cost $288.16 Unrealized +4.1%
CMCSA COMCAST CORP NEW CL A 0.9%
Value ($000) $2,774 Shares 51,273 Est. Cost $35.19 Unrealized +31.1%
MRK MERCK & CO. INC COM 0.9%
Value ($000) $2,764 Shares 35,852 Est. Cost $63.29 Unrealized -0.4%
PEP PEPSICO INC COM 0.9%
Value ($000) $2,720 Shares 19,231 Est. Cost $109.37 Unrealized +7.8%
VMC VULCAN MATLS CO COM 0.9%
Value ($000) $2,689 Shares 15,934 Est. Cost $123.94 Unrealized +25.8%
GRMN GARMIN LTD SHS 0.9%
Value ($000) $2,636 Shares 19,993 Est. Cost $76.48 Unrealized +46.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.8%
Value ($000) $2,627 Shares 11,588 Est. Cost $218.64 Unrealized
STE STERIS PLC SHS USD 0.8%
Value ($000) $2,621 Shares 13,759 Est. Cost $142.93 Unrealized +24.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $2,616 Shares 41,443 Est. Cost $46.93 Unrealized +8.7%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.8%
Value ($000) $2,602 Shares 5,473 Est. Cost $341.85 Unrealized +36.7%
CSL CARLISLE COS INC COM 0.8%
Value ($000) $2,472 Shares 15,021 Est. Cost $133.17 Unrealized +8.9%
MDT MEDTRONIC PLC SHS 0.8%
Value ($000) $2,439 Shares 20,643 Est. Cost $82.88 Unrealized +22.7%
UPS UNITED PARCEL SERVICE INC CL B 0.7%
Value ($000) $2,213 Shares 13,019 Est. Cost $125.80 Unrealized +4.9%
WSO WATSCO INC COM 0.7%
Value ($000) $2,146 Shares 8,229 Est. Cost $167.70 Unrealized +47.0%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.7%
Value ($000) $2,078 Shares 46,702 Est. Cost $36.53 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $2,074 Shares 6,796 Est. Cost $179.65 Unrealized +36.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $1,953 Shares 25,274 Est. Cost $66.86 Unrealized -2.4%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $1,937 Shares 33,102 Est. Cost $42.26 Unrealized +17.8%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.6%
Value ($000) $1,866 Shares 36,374 Est. Cost $50.95 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.6%
Value ($000) $1,860 Shares 8,529 Est. Cost $140.39 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.6%
Value ($000) $1,833 Shares 69,457 Est. Cost $25.81 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.6%
Value ($000) $1,816 Shares 5,610 Est. Cost $281.91 Unrealized -1.3%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $1,799 Shares 13,378 Est. Cost $81.50 Unrealized +44.3%
TOTAL SE SPONSORED ADS 0.6%
Value ($000) $1,777 Shares 38,178 Est. Cost $51.13 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.6%
Value ($000) $1,769 Shares 11,554 Est. Cost $102.51 Unrealized +32.7%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.6%
Value ($000) $1,762 Shares 44,962 Est. Cost $34.10 Unrealized
CAT CATERPILLAR INC COM 0.6%
Value ($000) $1,704 Shares 7,349 Est. Cost $122.58 Unrealized +54.3%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $1,628 Shares 29,777 Est. Cost $53.30 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.5%
Value ($000) $1,595 Shares 9,266 Est. Cost $109.36 Unrealized +16.4%
CDW CDW CORP COM 0.5%
Value ($000) $1,594 Shares 9,614 Est. Cost $115.03 Unrealized +22.4%
T AT&T INC COM 0.5%
Value ($000) $1,582 Shares 52,268 Est. Cost $15.69 Unrealized +2.9%
UNILEVER PLC SPON ADR NEW 0.5%
Value ($000) $1,551 Shares 27,784 Est. Cost $60.29 Unrealized
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,475 Shares 16,623 Est. Cost $55.66 Unrealized +20.0%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.5%
Value ($000) $1,427 Shares 54,597 Est. Cost $25.80 Unrealized
INTC INTEL CORP COM 0.4%
Value ($000) $1,299 Shares 20,291 Est. Cost $48.54 Unrealized +11.4%
IX ORIX CORP SPONSORED ADR 0.4%
Value ($000) $1,297 Shares 15,302 Est. Cost $71.54 Unrealized
EOG EOG RES INC COM 0.4%
Value ($000) $1,293 Shares 17,834 Est. Cost $75.96 Unrealized -33.6%
FISV FISERV INC COM 0.4%
Value ($000) $1,289 Shares 10,825 Est. Cost $83.87 Unrealized +36.8%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.4%
Value ($000) $1,280 Shares 33,342 Est. Cost $36.60 Unrealized
PCAR PACCAR INC COM 0.4%
Value ($000) $1,275 Shares 13,720 Est. Cost $51.99 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,262 Shares 21,638 Est. Cost $40.24 Unrealized +8.3%
PFFD GLOBAL X U.S. PREFERRED ETF 0.4%
Value ($000) $1,256 Shares 49,248 Est. Cost $24.82 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.4%
Value ($000) $1,202 Shares 10,984 Est. Cost $109.79 Unrealized
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $1,154 Shares 6,108 Est. Cost $88.93 Unrealized +70.2%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.4%
Value ($000) $1,119 Shares 10,071 Est. Cost $84.17 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,109 Shares 4,949 Est. Cost $164.50 Unrealized +16.3%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,100 Shares 5,069 Est. Cost $127.73 Unrealized +38.3%
MPC MARATHON PETE CORP COM 0.4%
Value ($000) $1,100 Shares 20,570 Est. Cost $50.09 Unrealized -11.0%
GLW CORNING INC COM 0.3%
Value ($000) $1,071 Shares 24,626 Est. Cost $25.98 Unrealized +29.3%
NTR NUTRIEN LTD COM 0.3%
Value ($000) $1,032 Shares 19,149 Est. Cost $41.21 Unrealized +13.6%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,029 Shares 18,422 Est. Cost $49.00 Unrealized -11.6%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $1,007 Shares 6,393 Est. Cost $108.64 Unrealized +39.6%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.3%
Value ($000) $1,006 Shares 19,617 Est. Cost $36.76 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.3%
Value ($000) $986 Shares 3,500 Est. Cost $122.59 Unrealized +130.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $984 Shares 4,856 Est. Cost $165.27 Unrealized +2.7%
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $956 Shares 11,182 Est. Cost $86.67 Unrealized
CORESITE RLTY CORP COM 0.3%
Value ($000) $950 Shares 7,925 Est. Cost $104.02 Unrealized
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $940 Shares 3,340 Est. Cost $159.16 Unrealized +50.9%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $923 Shares 18,048 Est. Cost $25.53 Unrealized +19.1%
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.3%
Value ($000) $914 Shares 16,492 Est. Cost $57.92 Unrealized
DTE DTE ENERGY CO COM 0.3%
Value ($000) $901 Shares 6,765 Est. Cost $81.39 Unrealized +9.7%
F FORD MTR CO DEL COM 0.3%
Value ($000) $901 Shares 73,535 Est. Cost $6.43 Unrealized +35.1%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.3%
Value ($000) $827 Shares 20,339 Est. Cost $27.93 Unrealized +8.0%
ECL ECOLAB INC COM 0.3%
Value ($000) $813 Shares 3,796 Est. Cost $153.07 Unrealized +31.7%
LOW LOWES COS INC COM 0.3%
Value ($000) $811 Shares 4,262 Est. Cost $89.13 Unrealized +76.1%
SCHM SCHWAB U.S. MID-CAP ETF 0.3%
Value ($000) $802 Shares 10,780 Est. Cost $50.96 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.3%
Value ($000) $793 Shares 5,270 Est. Cost $100.09 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.3%
Value ($000) $789 Shares 29,525 Est. Cost $26.96 Unrealized
ISHARES IBONDS DEC 2021 TERM TREASURY ETF 0.2%
Value ($000) $766 Shares 30,205 Est. Cost $25.35 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.2%
Value ($000) $745 Shares 19,741 Est. Cost $29.59 Unrealized
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $742 Shares 11,250 Est. Cost $25.80 Unrealized +20.2%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $740 Shares 2,032 Est. Cost $260.26 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $739 Shares 18,703 Est. Cost $30.40 Unrealized
XYL XYLEM INC COM 0.2%
Value ($000) $732 Shares 6,964 Est. Cost $67.89 Unrealized +41.1%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $729 Shares 11,703 Est. Cost $45.85 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $676 Shares 2,068 Est. Cost $164.39 Unrealized +68.4%
NEM NEWMONT CORP COM 0.2%
Value ($000) $637 Shares 10,576 Est. Cost $51.19 Unrealized +0.1%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $616 Shares 11,767 Est. Cost $40.63 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $612 Shares 22,798 Est. Cost $26.86 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $575 Shares 8,200 Est. Cost $45.51 Unrealized +33.2%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $575 Shares 4,067 Est. Cost $96.32 Unrealized +29.1%
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.2%
Value ($000) $558 Shares 7,740 Est. Cost $59.73 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $553 Shares 9,516 Est. Cost $40.59 Unrealized +4.1%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $545 Shares 1,708 Est. Cost $188.76 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.2%
Value ($000) $528 Shares 16,440 Est. Cost $26.13 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.2%
Value ($000) $524 Shares 4,300 Est. Cost $151.00 Unrealized 0.0%
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF 0.2%
Value ($000) $514 Shares 19,979 Est. Cost $25.76 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.2%
Value ($000) $510 Shares 13,991 Est. Cost $29.83 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND 0.2%
Value ($000) $506 Shares 5,860 Est. Cost $84.24 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $487 Shares 3,751 Est. Cost $79.71 Unrealized
DGRS WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $469 Shares 10,184 Est. Cost $40.39 Unrealized
MRNA MODERNA INC COM 0.2%
Value ($000) $465 Shares 3,550 Est. Cost $144.91 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $452 Shares 7,503 Est. Cost $42.63 Unrealized +14.8%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.1%
Value ($000) $452 Shares 17,435 Est. Cost $20.23 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $446 Shares 8,977 Est. Cost $52.53 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $441 Shares 1,644 Est. Cost $144.49 Unrealized +58.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $419 Shares 18,000 Est. Cost $27.43 Unrealized 0.0%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.1%
Value ($000) $413 Shares 11,029 Est. Cost $30.87 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $411 Shares 2,132 Est. Cost $126.87 Unrealized -1.4%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $407 Shares 5,400 Est. Cost $54.02 Unrealized +27.8%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $401 Shares 26,758 Est. Cost $14.91 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $395 Shares 10,648 Est. Cost $27.14 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $390 Shares 5,974 Est. Cost $47.64 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $386 Shares 1 Est. Cost $313083.50 Unrealized +17.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $383 Shares 6,925 Est. Cost $39.03 Unrealized +3.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $381 Shares 3,768 Est. Cost $83.77 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $359 Shares 3,600 Est. Cost $108.03 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $356 Shares 3,738 Est. Cost $68.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $345 Shares 2,588 Est. Cost $93.86 Unrealized +4.5%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $323 Shares 8,771 Est. Cost $28.26 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $323 Shares 4,300 Est. Cost $45.88 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $323 Shares 4,324 Est. Cost $63.87 Unrealized -7.4%
PEOPLES UNITED FINANCIAL INC COM 0.1%
Value ($000) $322 Shares 18,000 Est. Cost $14.42 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.1%
Value ($000) $321 Shares 12,205 Est. Cost $26.30 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $319 Shares 2,401 Est. Cost $79.88 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.1%
Value ($000) $319 Shares 4,650 Est. Cost $69.49 Unrealized
BANK PRINCETON NEW JERSEY COM 0.1%
Value ($000) $315 Shares 11,000 Est. Cost $28.64 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $312 Shares 2,300 Est. Cost $163.91 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $312 Shares 3,256 Est. Cost $57.80 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $295 Shares 22,000 Est. Cost $11.85 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $295 Shares 743 Est. Cost $328.18 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.1%
Value ($000) $292 Shares 28,194 Est. Cost $9.46 Unrealized
KMPR KEMPER CORP COM 0.1%
Value ($000) $290 Shares 3,640 Est. Cost $85.42 Unrealized -9.8%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $284 Shares 9,855 Est. Cost $20.69 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.1%
Value ($000) $275 Shares 10,519 Est. Cost $26.03 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $263 Shares 2,000 Est. Cost $99.50 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $258 Shares 10,600 Est. Cost $23.30 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $248 Shares 2,928 Est. Cost $66.90 Unrealized +0.9%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $247 Shares 3,345 Est. Cost $58.92 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $242 Shares 1,100 Est. Cost $134.65 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $238 Shares 2,035 Est. Cost $102.13 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $236 Shares 1,071 Est. Cost $156.85 Unrealized +19.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $233 Shares 4,750 Est. Cost $57.60 Unrealized
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $228 Shares 2,910 Est. Cost $54.52 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $219 Shares 1,081 Est. Cost $106.87 Unrealized +72.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $210 Shares 635 Est. Cost $327.37 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $210 Shares 5,787 Est. Cost $28.78 Unrealized -2.6%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $208 Shares 800 Est. Cost $178.98 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $195 Shares 840 Est. Cost $112.25 Unrealized +78.9%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $192 Shares 1,578 Est. Cost $95.69 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $190 Shares 1,495 Est. Cost $77.62 Unrealized +39.0%
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $187 Shares 1,580 Est. Cost $111.72 Unrealized +1.5%
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $182 Shares 1,300 Est. Cost $109.23 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $182 Shares 747 Est. Cost $213.43 Unrealized +5.7%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.1%
Value ($000) $173 Shares 5,407 Est. Cost $16.56 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $168 Shares 478 Est. Cost $276.44 Unrealized +19.3%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $159 Shares 1,633 Est. Cost $71.16 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $154 Shares 3,000 Est. Cost $45.69 Unrealized +4.7%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $152 Shares 2,405 Est. Cost $54.63 Unrealized +2.2%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $140 Shares 1,530 Est. Cost $96.31 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $131 Shares 870 Est. Cost $84.31 Unrealized +68.1%
BA BOEING CO COM 0.0%
Value ($000) $129 Shares 505 Est. Cost $186.11 Unrealized +19.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $129 Shares 532 Est. Cost $111.87 Unrealized +125.2%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $127 Shares 2,394 Est. Cost $38.17 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $125 Shares 1,300 Est. Cost $69.94 Unrealized +7.9%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $124 Shares 6,119 Est. Cost $20.26 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $120 Shares 600 Est. Cost $104.95 Unrealized +46.7%
NUVEEN DOW 30 DYNAMIC OVERWRIT SHS 0.0%
Value ($000) $118 Shares 7,241 Est. Cost $15.90 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $117 Shares 625 Est. Cost $123.63 Unrealized +50.5%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $114 Shares 952 Est. Cost $117.37 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $109 Shares 290 Est. Cost $307.48 Unrealized 0.0%
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $108 Shares 800 Est. Cost $47.93 Unrealized +159.0%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $103 Shares 1,177 Est. Cost $73.17 Unrealized +7.6%
AMGN AMGEN INC COM 0.0%
Value ($000) $103 Shares 415 Est. Cost $167.62 Unrealized +22.1%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $103 Shares 1,250 Est. Cost $80.35 Unrealized
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $102 Shares 5,000 Est. Cost $20.40 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $100 Shares 865 Est. Cost $116.88 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $98 Shares 1,069 Est. Cost $69.57 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $97 Shares 1,227 Est. Cost $56.69 Unrealized +20.1%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $97 Shares 440 Est. Cost $126.97 Unrealized +45.7%
CANADIAN PAC RY LTD COM 0.0%
Value ($000) $97 Shares 256 Est. Cost $175.78 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $96 Shares 500 Est. Cost $126.52 Unrealized +30.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $93 Shares 410 Est. Cost $175.20 Unrealized +18.7%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $92 Shares 800 Est. Cost $108.75 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $91 Shares 1,254 Est. Cost $40.41 Unrealized +39.0%
HYEM VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETF 0.0%
Value ($000) $90 Shares 3,810 Est. Cost $23.64 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $90 Shares 1,138 Est. Cost $57.56 Unrealized +21.6%
HUBB HUBBELL INC COM 0.0%
Value ($000) $89 Shares 475 Est. Cost $159.48 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $89 Shares 4,050 Est. Cost $21.37 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $88 Shares 2,000 Est. Cost $37.13 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $86 Shares 542 Est. Cost $118.80 Unrealized +12.8%
DISCOVERY INC COM SER C 0.0%
Value ($000) $82 Shares 2,220 Est. Cost $22.97 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $81 Shares 601 Est. Cost $110.89 Unrealized +4.3%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $80 Shares 150 Est. Cost $5.39 Unrealized +148.6%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $77 Shares 5,219 Est. Cost $23.09 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $75 Shares 2,528 Est. Cost $25.97 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $75 Shares 100 Est. Cost $720.00 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $74 Shares 3,650 Est. Cost $18.25 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $73 Shares 720 Est. Cost $102.78 Unrealized
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $73 Shares 1,459 Est. Cost $74.02 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $72 Shares 1,162 Est. Cost $46.20 Unrealized +7.9%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $69 Shares 1,168 Est. Cost $61.64 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $68 Shares 1,640 Est. Cost $37.46 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $66 Shares 7,500 Est. Cost $5.60 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $65 Shares 222 Est. Cost $184.21 Unrealized +45.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $64 Shares 883 Est. Cost $53.88 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $62 Shares 967 Est. Cost $32.94 Unrealized +39.1%
CSX CSX CORP COM 0.0%
Value ($000) $62 Shares 639 Est. Cost $21.55 Unrealized +32.6%
WPC WP CAREY INC COM 0.0%
Value ($000) $61 Shares 869 Est. Cost $81.70 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $60 Shares 1,600 Est. Cost $24.80 Unrealized +14.5%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $59 Shares 5,441 Est. Cost $9.37 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $59 Shares 660 Est. Cost $82.04 Unrealized -2.2%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $55 Shares 530 Est. Cost $64.67 Unrealized +31.2%
INTF ISHARES MSCI INTL MULTIFACTOR ETF 0.0%
Value ($000) $55 Shares 1,909 Est. Cost $22.75 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $54 Shares 4,127 Est. Cost $10.35 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $54 Shares 554 Est. Cost $72.12 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $54 Shares 411 Est. Cost $71.99 Unrealized +80.2%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $54 Shares 307 Est. Cost $29.45 Unrealized 0.0%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $53 Shares 600 Est. Cost $54.72 Unrealized +22.1%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $51 Shares 3,301 Est. Cost $14.95 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $50 Shares 340 Est. Cost $146.81 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $49 Shares 300 Est. Cost $141.00 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $48 Shares 1,599 Est. Cost $28.44 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $48 Shares 200 Est. Cost $191.40 Unrealized +0.5%
NGM BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $47 Shares 1,600 Est. Cost $30.00 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $47 Shares 1,208 Est. Cost $61.95 Unrealized
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $47 Shares 500 Est. Cost $68.00 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $46 Shares 807 Est. Cost $38.41 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $46 Shares 1,020 Est. Cost $42.16 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $45 Shares 882 Est. Cost $48.75 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $44 Shares 1,200 Est. Cost $33.33 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $43 Shares 529 Est. Cost $54.82 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $42 Shares 1,334 Est. Cost $25.30 Unrealized -7.3%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $42 Shares 64 Est. Cost $77.28 Unrealized 0.0%
RYN RAYONIER INC COM 0.0%
Value ($000) $42 Shares 1,300 Est. Cost $31.30 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $41 Shares 650 Est. Cost $35.42 Unrealized +26.4%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $41 Shares 320 Est. Cost $99.37 Unrealized +12.8%
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $40 Shares 788 Est. Cost $50.76 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $40 Shares 1,115 Est. Cost $41.61 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 459 Est. Cost $54.67 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $39 Shares 58 Est. Cost $123.20 Unrealized +103.8%
CBRE CLARION GLOBAL REAL ESTAT COM 0.0%
Value ($000) $38 Shares 4,809 Est. Cost $5.82 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $38 Shares 259 Est. Cost $119.60 Unrealized +10.1%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $38 Shares 600 Est. Cost $47.50 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $38 Shares 1,594 Est. Cost $18.30 Unrealized +5.4%
G1 THERAPEUTICS INC COM 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $22.00 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $33 Shares 349 Est. Cost $56.58 Unrealized +43.2%
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $33 Shares 770 Est. Cost $36.44 Unrealized +44.4%
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $33 Shares 1,074 Est. Cost $30.30 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $32 Shares 422 Est. Cost $69.16 Unrealized
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $32 Shares 1,245 Est. Cost $20.60 Unrealized
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $32 Shares 588 Est. Cost $51.02 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $32 Shares 548 Est. Cost $40.39 Unrealized +48.0%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $32 Shares 628 Est. Cost $37.85 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $32 Shares 250 Est. Cost $108.17 Unrealized 0.0%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $32 Shares 387 Est. Cost $53.80 Unrealized
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $32 Shares 1,900 Est. Cost $8.12 Unrealized +71.4%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $31 Shares 1,354 Est. Cost $32.17 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $31 Shares 262 Est. Cost $103.87 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $31 Shares 400 Est. Cost $65.33 Unrealized +11.3%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $31 Shares 449 Est. Cost $49.00 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $31 Shares 225 Est. Cost $115.97 Unrealized -4.4%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $30 Shares 202 Est. Cost $113.98 Unrealized +16.8%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $30 Shares 280 Est. Cost $82.14 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $30 Shares 400 Est. Cost $75.92 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $30 Shares 675 Est. Cost $47.18 Unrealized -4.3%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $30 Shares 309 Est. Cost $73.72 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $30 Shares 461 Est. Cost $44.55 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $28 Shares 350 Est. Cost $66.03 Unrealized -5.5%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $28 Shares 630 Est. Cost $37.76 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $28 Shares 440 Est. Cost $50.94 Unrealized -7.7%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $27 Shares 620 Est. Cost $36.64 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $27 Shares 2,103 Est. Cost $11.89 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $27 Shares 7,777 Est. Cost $3.47 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $27 Shares 462 Est. Cost $48.46 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $27 Shares 185 Est. Cost $133.55 Unrealized
KADMON HLDGS INC COM 0.0%
Value ($000) $27 Shares 7,000 Est. Cost $4.14 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $27 Shares 400 Est. Cost $35.00 Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $26 Shares 430 Est. Cost $59.00 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $26 Shares 297 Est. Cost $87.29 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $25 Shares 650 Est. Cost $42.20 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $25 Shares 924 Est. Cost $27.06 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $25 Shares 370 Est. Cost $50.34 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $25 Shares 434 Est. Cost $28.15 Unrealized +82.0%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $25 Shares 250 Est. Cost $28.00 Unrealized
TEKLA LIFE SCIENCES INVS SH BEN INT 0.0%
Value ($000) $25 Shares 1,251 Est. Cost $18.54 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $25 Shares 806 Est. Cost $18.61 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $24 Shares 482 Est. Cost $47.78 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $24 Shares 73 Est. Cost $103.83 Unrealized +183.8%
XL FLEET CORP COM CL A 0.0%
Value ($000) $24 Shares 2,650 Est. Cost $12.50 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $24 Shares 614 Est. Cost $29.04 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $24 Shares 85 Est. Cost $258.82 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $23 Shares 157 Est. Cost $75.26 Unrealized +84.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $23 Shares 613 Est. Cost $26.10 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $23 Shares 176 Est. Cost $84.11 Unrealized +54.0%
VARIAN MED SYS INC COM 0.0%
Value ($000) $23 Shares 133 Est. Cost $105.26 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $22 Shares 549 Est. Cost $30.97 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $22 Shares 750 Est. Cost $25.20 Unrealized -8.0%
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value ($000) $22 Shares 827 Est. Cost $24.18 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $22 Shares 521 Est. Cost $32.63 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $21 Shares 806 Est. Cost $21.51 Unrealized
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value ($000) $21 Shares 589 Est. Cost $24.08 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $21 Shares 230 Est. Cost $65.60 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $20 Shares 76 Est. Cost $196.27 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $20 Shares 220 Est. Cost $93.72 Unrealized
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $20 Shares 800 Est. Cost $21.25 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $20 Shares 206 Est. Cost $60.69 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $20 Shares 265 Est. Cost $33.83 Unrealized
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $20 Shares 2,100 Est. Cost $7.62 Unrealized
PSK SPDR WELLS FARGO PREFERRED STOCK ETF 0.0%
Value ($000) $19 Shares 435 Est. Cost $39.75 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $19 Shares 45 Est. Cost $343.86 Unrealized +16.2%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $19 Shares 60 Est. Cost $179.93 Unrealized +104.6%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $19 Shares 52 Est. Cost $307.69 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $18 Shares 245 Est. Cost $63.98 Unrealized
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $7.02 Unrealized +64.0%
PAWZ PROSHARES PET CARE ETF 0.0%
Value ($000) $18 Shares 250 Est. Cost $72.00 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $53.02 Unrealized +1.9%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $17 Shares 409 Est. Cost $26.89 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $66.57 Unrealized +7.3%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $17 Shares 98 Est. Cost $129.93 Unrealized +17.5%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $16 Shares 150 Est. Cost $116.61 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $16 Shares 371 Est. Cost $26.95 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $16 Shares 109 Est. Cost $86.27 Unrealized +59.6%
DISCOVERY INC COM SER A 0.0%
Value ($000) $16 Shares 370 Est. Cost $24.32 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $16 Shares 44 Est. Cost $266.70 Unrealized +27.3%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $16 Shares 2,500 Est. Cost $6.06 Unrealized +16.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 256 Est. Cost $56.00 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $16 Shares 900 Est. Cost $12.22 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $15 Shares 1,300 Est. Cost $9.23 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 294 Est. Cost $33.61 Unrealized
ISCF ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $15 Shares 438 Est. Cost $27.26 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $14 Shares 56 Est. Cost $60.82 Unrealized +210.2%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $14 Shares 315 Est. Cost $31.29 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $14 Shares 180 Est. Cost $33.14 Unrealized +159.8%
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $14 Shares 251 Est. Cost $47.81 Unrealized
MPV BARINGS PARTN INVS SH BEN INT 0.0%
Value ($000) $14 Shares 1,060 Est. Cost $11.32 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $13 Shares 93 Est. Cost $193.55 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $13 Shares 490 Est. Cost $26.53 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $13 Shares 500 Est. Cost $14.81 Unrealized +59.1%
COLD AMERICOLD RLTY TR COM 0.0%
Value ($000) $13 Shares 327 Est. Cost $36.92 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $13 Shares 518 Est. Cost $19.31 Unrealized
MORT VANECK VECTORS MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $13 Shares 665 Est. Cost $13.29 Unrealized
TRNS TRANSCAT INC COM 0.0%
Value ($000) $12 Shares 250 Est. Cost $30.00 Unrealized +42.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $12 Shares 63 Est. Cost $144.61 Unrealized +8.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $12 Shares 143 Est. Cost $61.74 Unrealized +5.1%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $12 Shares 308 Est. Cost $38.96 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $12 Shares 141 Est. Cost $63.83 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $189.49 Unrealized 0.0%
AGCO AGCO CORP COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $104.79 Unrealized 0.0%
GIGCAPITAL3 INC COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $12.50 Unrealized
TRILLIUM THERAPEUTICS INC COM NEW 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $4.00 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $11 Shares 30 Est. Cost $253.06 Unrealized +47.7%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $11 Shares 47 Est. Cost $166.03 Unrealized +23.0%
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.0%
Value ($000) $11 Shares 250 Est. Cost $40.00 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $22.86 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $10 Shares 370 Est. Cost $26.86 Unrealized -16.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $10 Shares 186 Est. Cost $30.72 Unrealized +34.7%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $10 Shares 157 Est. Cost $40.14 Unrealized +41.8%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $10 Shares 209 Est. Cost $29.69 Unrealized +39.9%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $10 Shares 185 Est. Cost $54.05 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $10 Shares 126 Est. Cost $79.37 Unrealized
VOYA EMERGING MKTS HIGH DIVID COM 0.0%
Value ($000) $10 Shares 1,200 Est. Cost $8.33 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $10 Shares 111 Est. Cost $62.82 Unrealized +23.9%
PAYSAFE LIMITED ORD 0.0%
Value ($000) $10 Shares 750 Est. Cost $13.33 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $43.04 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $9 Shares 481 Est. Cost $12.47 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $146.86 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $9 Shares 213 Est. Cost $41.33 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $9 Shares 951 Est. Cost $7.36 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.0%
Value ($000) $9 Shares 245 Est. Cost $36.73 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $75.34 Unrealized -1.7%
MERITOR INC COM 0.0%
Value ($000) $9 Shares 320 Est. Cost $28.13 Unrealized
BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $40.00 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $8 Shares 86 Est. Cost $56.99 Unrealized +19.0%
HIGHLAND GLOBAL ALLOCATION FD COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $6.00 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $85.42 Unrealized -5.0%
MRTN MARTEN TRANS LTD COM 0.0%
Value ($000) $8 Shares 459 Est. Cost $10.37 Unrealized +47.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 110 Est. Cost $55.55 Unrealized +12.1%
CME CME GROUP INC COM 0.0%
Value ($000) $8 Shares 41 Est. Cost $161.57 Unrealized +1.0%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $8 Shares 83 Est. Cost $82.11 Unrealized +27.7%
UNM UNUM GROUP COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $20.68 Unrealized +25.5%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.00 Unrealized
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $3.50 Unrealized +10.2%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.00 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $7 Shares 151 Est. Cost $39.93 Unrealized -4.1%
EBAY EBAY INC. COM 0.0%
Value ($000) $7 Shares 117 Est. Cost $32.43 Unrealized +64.1%
CDP CORPORATE OFFICE PPTYS TR SH BEN INT 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $7 Shares 270 Est. Cost $25.93 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $97.22 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $7 Shares 480 Est. Cost $13.33 Unrealized -0.1%
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 149 Est. Cost $24.94 Unrealized +1.2%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $7 Shares 184 Est. Cost $32.08 Unrealized +7.8%
TDUP THREDUP INC CL A 0.0%
Value ($000) $7 Shares 300 Est. Cost $24.20 Unrealized 0.0%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $7 Shares 501 Est. Cost $11.98 Unrealized
IAC INTERACTIVECORP NEW COM 0.0%
Value ($000) $7 Shares 31 Est. Cost $225.81 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $45.55 Unrealized +75.5%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $6 Shares 400 Est. Cost $13.75 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $6 Shares 225 Est. Cost $23.38 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $6 Shares 179 Est. Cost $22.35 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $6 Shares 206 Est. Cost $19.42 Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $6 Shares 157 Est. Cost $30.81 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $42.37 Unrealized
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $5 Shares 276 Est. Cost $14.49 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $5 Shares 133 Est. Cost $44.70 Unrealized -29.3%
BLACK KNIGHT INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $43.25 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $88.68 Unrealized 0.0%
FIRST TR SR FLG RTE INCM FD II COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.00 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $5 Shares 35 Est. Cost $118.94 Unrealized 0.0%
FDD FIRST TRUST DOW JONES STOXX EUROPEAN SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $5 Shares 320 Est. Cost $15.63 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $38.65 Unrealized 0.0%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $244.39 Unrealized +58.7%
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.0%
Value ($000) $4 Shares 63 Est. Cost $47.62 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.0%
Value ($000) $4 Shares 10 Est. Cost $260.42 Unrealized
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $4 Shares 126 Est. Cost $27.67 Unrealized
PRAA PRA GROUP INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.84 Unrealized +4.3%
SKECHERS U S A INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $4 Shares 115 Est. Cost $42.25 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $68.07 Unrealized +11.2%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $190.76 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $3 Shares 151 Est. Cost $14.30 Unrealized -9.7%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.52 Unrealized +39.8%
XSHD INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $3 Shares 216 Est. Cost $16.97 Unrealized -29.0%
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.20 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $99.19 Unrealized +29.5%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.10 Unrealized +4.1%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $3 Shares 109 Est. Cost $29.53 Unrealized +3.0%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $53.04 Unrealized 0.0%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 131 Est. Cost $13.13 Unrealized +23.0%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 182 Est. Cost $9.18 Unrealized +25.0%
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $2 Shares 107 Est. Cost $18.69 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $38.46 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $57.15 Unrealized +1.7%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $22.63 Unrealized +26.5%
EXONE CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost Unrealized
POLARITYTE INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $35.66 Unrealized +25.3%
WCC WESCO INTL INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.44 Unrealized +97.5%
VRE MACK CALI RLTY CORP COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.19 Unrealized +21.5%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $80.50 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $25.02 Unrealized +67.5%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 84 Est. Cost Unrealized
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.21 Unrealized +3.2%
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.40 Unrealized +19.6%
LIVENT CORP COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +37.4%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 62 Est. Cost $16.13 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.76 Unrealized -16.9%
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 184 Est. Cost $16.75 Unrealized
HYHG PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $61.68 Unrealized
NIKOLA CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $37.07 Unrealized -27.8%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $1 Shares 116 Est. Cost $3.83 Unrealized +175.8%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $23.40 Unrealized +24.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $103.40 Unrealized +34.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.84 Unrealized +40.4%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
IFGL ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.12 Unrealized +10.1%
VOXELJET AG ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized -34.6%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $155.86 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.81 Unrealized +37.8%
AETHLON MED INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.40 Unrealized
TREE LENDINGTREE INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ORGANOVO HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.60 Unrealized -0.1%
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +18.1%
RICEBRAN TECHNOLOGIES COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.21 Unrealized +89.3%
DIAMOND OFFSHORE DRILLING INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
MAXIM INTEGRATED PRODS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.84 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.50 Unrealized 0.0%