Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 4, 2022

Total Value ($000): $309,481 (100.0% shares, 0.0% debt)

Holdings (575)

MSFT MICROSOFT CORP COM 5.0%
Value ($000) $15,356 Shares 59,791 Est. Cost $119.35 Unrealized +120.7%
JNJ JOHNSON & JOHNSON COM 4.3%
Value ($000) $13,261 Shares 74,703 Est. Cost $141.02 Unrealized +13.4%
UNH UNITEDHEALTH GROUP INC COM 3.1%
Value ($000) $9,689 Shares 18,863 Est. Cost $237.56 Unrealized +98.3%
AVGO BROADCOM INC COM 2.7%
Value ($000) $8,387 Shares 17,265 Est. Cost $22.58 Unrealized +132.1%
BX BLACKSTONE INC COM 2.5%
Value ($000) $7,711 Shares 84,524 Est. Cost $33.84 Unrealized +184.0%
ABBV ABBVIE INC COM 2.2%
Value ($000) $6,925 Shares 45,216 Est. Cost $78.11 Unrealized +71.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.2%
Value ($000) $6,664 Shares 81,515 Est. Cost $42.66 Unrealized
JPM JPMORGAN CHASE & CO COM 2.1%
Value ($000) $6,520 Shares 57,903 Est. Cost $94.15 Unrealized +20.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.9%
Value ($000) $5,930 Shares 21,720 Est. Cost $209.72 Unrealized +49.6%
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value ($000) $5,919 Shares 2,716 Est. Cost $63.24 Unrealized +84.8%
TMO THERMO FISHER SCIENTIFIC INC COM 1.7%
Value ($000) $5,165 Shares 9,507 Est. Cost $264.15 Unrealized +106.2%
AAPL APPLE INC COM 1.6%
Value ($000) $5,104 Shares 37,333 Est. Cost $113.20 Unrealized +31.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.5%
Value ($000) $4,699 Shares 98,626 Est. Cost $43.77 Unrealized
GLD SPDR GOLD SHARES 1.5%
Value ($000) $4,574 Shares 27,154 Est. Cost $153.54 Unrealized
V VISA INC COM CL A 1.4%
Value ($000) $4,390 Shares 22,297 Est. Cost $144.74 Unrealized +38.9%
ABT ABBOTT LABS COM 1.4%
Value ($000) $4,266 Shares 39,265 Est. Cost $89.61 Unrealized +18.4%
VRTX VERTEX PHARMACEUTICALS INC COM 1.4%
Value ($000) $4,222 Shares 14,983 Est. Cost $185.57 Unrealized +44.2%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 1.3%
Value ($000) $4,102 Shares 164,027 Est. Cost $25.26 Unrealized
NTR NUTRIEN LTD COM 1.3%
Value ($000) $4,094 Shares 51,384 Est. Cost $62.29 Unrealized +38.8%
CSL CARLISLE COS INC COM 1.3%
Value ($000) $3,890 Shares 16,304 Est. Cost $141.14 Unrealized +69.1%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.2%
Value ($000) $3,683 Shares 73,604 Est. Cost $50.40 Unrealized
NEE NEXTERA ENERGY INC COM 1.2%
Value ($000) $3,640 Shares 46,990 Est. Cost $62.00 Unrealized +11.0%
SONY SONY GROUP CORPORATION SPONSORED ADR 1.2%
Value ($000) $3,567 Shares 43,621 Est. Cost $53.56 Unrealized
CB CHUBB LIMITED COM 1.1%
Value ($000) $3,538 Shares 17,995 Est. Cost $120.78 Unrealized +62.5%
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $3,497 Shares 19,158 Est. Cost $141.43 Unrealized +8.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.1%
Value ($000) $3,481 Shares 12,538 Est. Cost $159.03 Unrealized +79.0%
LINDE PLC SHS 1.1%
Value ($000) $3,368 Shares 11,713 Est. Cost $287.55 Unrealized
PEP PEPSICO INC COM 1.1%
Value ($000) $3,326 Shares 19,959 Est. Cost $109.71 Unrealized +36.6%
MRK MERCK & CO INC COM 1.1%
Value ($000) $3,278 Shares 35,949 Est. Cost $63.31 Unrealized +25.1%
LMT LOCKHEED MARTIN CORP COM 1.0%
Value ($000) $3,119 Shares 7,254 Est. Cost $291.95 Unrealized +36.3%
BMY BRISTOL-MYERS SQUIBB CO COM 1.0%
Value ($000) $3,104 Shares 40,312 Est. Cost $47.54 Unrealized +36.7%
FLOT ISHARES FLOATING RATE BOND ETF 1.0%
Value ($000) $3,045 Shares 60,993 Est. Cost $50.58 Unrealized
CSCO CISCO SYS INC COM 1.0%
Value ($000) $2,950 Shares 69,187 Est. Cost $37.91 Unrealized +12.9%
STE STERIS PLC SHS USD 0.9%
Value ($000) $2,882 Shares 13,979 Est. Cost $144.92 Unrealized +50.5%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $2,842 Shares 26,755 Est. Cost $126.01 Unrealized -0.7%
BAC BK OF AMERICA CORP COM 0.9%
Value ($000) $2,826 Shares 90,765 Est. Cost $24.83 Unrealized +31.8%
PWR QUANTA SVCS INC COM 0.9%
Value ($000) $2,733 Shares 21,806 Est. Cost $114.54 Unrealized +6.5%
NOC NORTHROP GRUMMAN CORP COM 0.9%
Value ($000) $2,731 Shares 5,707 Est. Cost $285.56 Unrealized +51.6%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $2,647 Shares 1,210 Est. Cost $56.95 Unrealized +105.9%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.8%
Value ($000) $2,599 Shares 7,100 Est. Cost $385.44 Unrealized +5.6%
WSO WATSCO INC COM 0.8%
Value ($000) $2,586 Shares 10,827 Est. Cost $193.23 Unrealized +36.2%
LCII LCI INDS COM 0.8%
Value ($000) $2,536 Shares 22,667 Est. Cost $117.18 Unrealized -19.3%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,423 Shares 8,833 Est. Cost $206.94 Unrealized +30.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $2,254 Shares 23,450 Est. Cost $66.86 Unrealized +32.4%
VMC VULCAN MATLS CO COM 0.7%
Value ($000) $2,236 Shares 15,733 Est. Cost $125.08 Unrealized +28.2%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.7%
Value ($000) $2,221 Shares 91,963 Est. Cost $27.58 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $2,195 Shares 44,751 Est. Cost $44.84 Unrealized
ETN EATON CORP PLC SHS 0.7%
Value ($000) $2,169 Shares 17,219 Est. Cost $132.73 Unrealized -0.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.7%
Value ($000) $2,131 Shares 8,819 Est. Cost $182.92 Unrealized +22.2%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.7%
Value ($000) $2,125 Shares 85,865 Est. Cost $25.80 Unrealized
EOG EOG RES INC COM 0.7%
Value ($000) $2,058 Shares 18,637 Est. Cost $77.41 Unrealized +36.6%
PKG PACKAGING CORP AMER COM 0.7%
Value ($000) $2,057 Shares 14,958 Est. Cost $89.29 Unrealized +54.6%
TOTALENERGIES SE SPONSORED ADS 0.7%
Value ($000) $2,027 Shares 38,512 Est. Cost $51.05 Unrealized
GRMN GARMIN LTD SHS 0.6%
Value ($000) $1,942 Shares 19,762 Est. Cost $77.73 Unrealized +24.8%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.6%
Value ($000) $1,885 Shares 75,137 Est. Cost $25.78 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.6%
Value ($000) $1,861 Shares 10,753 Est. Cost $174.66 Unrealized +3.3%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.6%
Value ($000) $1,830 Shares 12,838 Est. Cost $108.32 Unrealized +25.8%
CCI CROWN CASTLE INTL CORP NEW COM 0.6%
Value ($000) $1,753 Shares 10,412 Est. Cost $114.43 Unrealized +31.2%
EXR EXTRA SPACE STORAGE INC COM 0.6%
Value ($000) $1,748 Shares 10,277 Est. Cost $158.60 Unrealized 0.0%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.6%
Value ($000) $1,744 Shares 98,426 Est. Cost $20.31 Unrealized
MPC MARATHON PETE CORP COM 0.6%
Value ($000) $1,717 Shares 20,887 Est. Cost $50.63 Unrealized +70.4%
CDW CDW CORP COM 0.6%
Value ($000) $1,713 Shares 10,874 Est. Cost $122.24 Unrealized +31.3%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.6%
Value ($000) $1,704 Shares 16,798 Est. Cost $105.49 Unrealized
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,641 Shares 16,623 Est. Cost $55.66 Unrealized +53.5%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.5%
Value ($000) $1,556 Shares 31,627 Est. Cost $50.95 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $1,466 Shares 29,005 Est. Cost $53.35 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,413 Shares 16,502 Est. Cost $49.15 Unrealized +61.9%
DKS DICKS SPORTING GOODS INC COM 0.4%
Value ($000) $1,320 Shares 17,518 Est. Cost $107.09 Unrealized -23.9%
PCAR PACCAR INC COM 0.4%
Value ($000) $1,290 Shares 15,665 Est. Cost $51.83 Unrealized -6.3%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,263 Shares 5,116 Est. Cost $166.96 Unrealized +35.6%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,158 Shares 24,405 Est. Cost $41.07 Unrealized -0.7%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $1,140 Shares 6,631 Est. Cost $117.47 Unrealized +42.0%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.4%
Value ($000) $1,089 Shares 24,485 Est. Cost $36.53 Unrealized
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,061 Shares 9,818 Est. Cost $85.27 Unrealized
ORCL ORACLE CORP COM 0.3%
Value ($000) $1,052 Shares 15,060 Est. Cost $59.48 Unrealized +17.4%
WST WEST PHARMACEUTICAL SVSC INC COM 0.3%
Value ($000) $1,051 Shares 3,475 Est. Cost $138.50 Unrealized +132.7%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,006 Shares 5,786 Est. Cost $135.57 Unrealized +22.7%
LOW LOWES COS INC COM 0.3%
Value ($000) $973 Shares 5,570 Est. Cost $126.97 Unrealized +41.4%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $958 Shares 6,234 Est. Cost $92.63 Unrealized +63.0%
RSG REPUBLIC SVCS INC COM 0.3%
Value ($000) $890 Shares 6,802 Est. Cost $121.36 Unrealized +3.3%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $885 Shares 4,950 Est. Cost $167.62 Unrealized +17.7%
TILRAY BRANDS INC COM CL 2 0.3%
Value ($000) $853 Shares 273,520 Est. Cost $15.22 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.3%
Value ($000) $853 Shares 23,069 Est. Cost $29.25 Unrealized +10.9%
DTE DTE ENERGY CO COM 0.3%
Value ($000) $847 Shares 6,685 Est. Cost $81.39 Unrealized +41.4%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $826 Shares 3,435 Est. Cost $163.55 Unrealized +35.1%
GLW CORNING INC COM 0.3%
Value ($000) $813 Shares 25,797 Est. Cost $26.57 Unrealized +16.9%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $792 Shares 21,277 Est. Cost $30.53 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value ($000) $778 Shares 12,301 Est. Cost $48.04 Unrealized +25.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $765 Shares 13,801 Est. Cost $59.44 Unrealized
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $753 Shares 11,700 Est. Cost $26.17 Unrealized +28.4%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $747 Shares 17,894 Est. Cost $25.53 Unrealized +50.6%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $724 Shares 30,325 Est. Cost $26.97 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $718 Shares 29,055 Est. Cost $26.80 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $690 Shares 1,989 Est. Cost $279.47 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $688 Shares 11,076 Est. Cost $42.99 Unrealized +33.1%
DE DEERE & CO COM 0.2%
Value ($000) $657 Shares 2,195 Est. Cost $326.72 Unrealized +7.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $657 Shares 10,470 Est. Cost $51.91 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $651 Shares 17,390 Est. Cost $48.68 Unrealized -16.6%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.2%
Value ($000) $651 Shares 5,127 Est. Cost $140.39 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $635 Shares 11,442 Est. Cost $46.48 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.2%
Value ($000) $603 Shares 23,259 Est. Cost $26.21 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $602 Shares 11,713 Est. Cost $41.33 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.2%
Value ($000) $589 Shares 13,196 Est. Cost $37.93 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.2%
Value ($000) $527 Shares 18,618 Est. Cost $27.37 Unrealized
CI CIGNA CORP NEW COM 0.2%
Value ($000) $524 Shares 1,988 Est. Cost $200.70 Unrealized +20.3%
DGRS WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $512 Shares 12,892 Est. Cost $42.19 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $504 Shares 1,697 Est. Cost $176.94 Unrealized +60.3%
XYL XYLEM INC COM 0.2%
Value ($000) $502 Shares 6,420 Est. Cost $71.19 Unrealized +11.0%
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.1%
Value ($000) $458 Shares 17,966 Est. Cost $25.81 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $456 Shares 15,391 Est. Cost $30.57 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $452 Shares 9,025 Est. Cost $50.21 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $446 Shares 8,793 Est. Cost $40.88 Unrealized -1.9%
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $443 Shares 3,770 Est. Cost $100.09 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $431 Shares 1,539 Est. Cost $190.99 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $406 Shares 12,334 Est. Cost $36.60 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $404 Shares 2,628 Est. Cost $153.07 Unrealized +3.9%
T AT&T INC COM 0.1%
Value ($000) $403 Shares 19,238 Est. Cost $15.64 Unrealized +4.2%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $383 Shares 3,770 Est. Cost $85.02 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $372 Shares 3,911 Est. Cost $63.87 Unrealized +31.6%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.1%
Value ($000) $365 Shares 14,044 Est. Cost $26.08 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $364 Shares 1,602 Est. Cost $148.41 Unrealized +52.6%
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.1%
Value ($000) $356 Shares 5,744 Est. Cost $60.45 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.1%
Value ($000) $351 Shares 12,770 Est. Cost $31.53 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $347 Shares 5,567 Est. Cost $47.64 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $340 Shares 4,750 Est. Cost $57.60 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $339 Shares 2,124 Est. Cost $149.08 Unrealized 0.0%
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $332 Shares 3,600 Est. Cost $108.03 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $319 Shares 6,925 Est. Cost $39.03 Unrealized +7.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $314 Shares 4,754 Est. Cost $52.53 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $314 Shares 2,267 Est. Cost $96.32 Unrealized +63.6%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.1%
Value ($000) $310 Shares 10,186 Est. Cost $31.06 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $309 Shares 1,918 Est. Cost $303.28 Unrealized -36.8%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $301 Shares 10,600 Est. Cost $23.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $294 Shares 2,086 Est. Cost $93.86 Unrealized +25.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $284 Shares 4,901 Est. Cost $78.01 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $284 Shares 5,413 Est. Cost $29.04 Unrealized +44.6%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $283 Shares 2,950 Est. Cost $68.37 Unrealized +26.7%
HUBB HUBBELL INC COM 0.1%
Value ($000) $282 Shares 1,577 Est. Cost $172.49 Unrealized +3.4%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $278 Shares 8,160 Est. Cost $28.35 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $276 Shares 2,133 Est. Cost $126.87 Unrealized -17.1%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $271 Shares 1,200 Est. Cost $208.76 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $267 Shares 8,636 Est. Cost $30.11 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND 0.1%
Value ($000) $267 Shares 3,448 Est. Cost $84.71 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $264 Shares 2,000 Est. Cost $99.50 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $254 Shares 3,825 Est. Cost $61.84 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $251 Shares 3,905 Est. Cost $75.29 Unrealized -11.8%
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $234 Shares 3,255 Est. Cost $57.20 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $232 Shares 7,957 Est. Cost $29.16 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $228 Shares 3,986 Est. Cost $67.21 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.1%
Value ($000) $222 Shares 4,654 Est. Cost $47.70 Unrealized
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $221 Shares 3,600 Est. Cost $54.02 Unrealized +15.8%
DIVB ISHARES U.S. DIVIDEND AND BUYBACK ETF 0.1%
Value ($000) $221 Shares 6,081 Est. Cost $42.81 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $215 Shares 3,256 Est. Cost $57.80 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $213 Shares 7,165 Est. Cost $30.40 Unrealized
WSM WILLIAMS SONOMA INC COM 0.1%
Value ($000) $212 Shares 1,907 Est. Cost $85.90 Unrealized -29.9%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $203 Shares 827 Est. Cost $124.21 Unrealized +76.4%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $202 Shares 536 Est. Cost $328.18 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $200 Shares 418 Est. Cost $293.02 Unrealized +65.5%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $191 Shares 2,065 Est. Cost $82.15 Unrealized +10.1%
SCCO SOUTHERN COPPER CORP COM 0.1%
Value ($000) $191 Shares 3,840 Est. Cost $54.50 Unrealized -5.7%
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $182 Shares 1,380 Est. Cost $111.72 Unrealized +25.5%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $179 Shares 1,100 Est. Cost $134.65 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $177 Shares 2,900 Est. Cost $45.88 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $176 Shares 1,375 Est. Cost $102.13 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $166 Shares 1,984 Est. Cost $68.42 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $164 Shares 507 Est. Cost $123.63 Unrealized +135.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $163 Shares 1,280 Est. Cost $79.88 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $161 Shares 3,193 Est. Cost $106.09 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $161 Shares 1,709 Est. Cost $124.45 Unrealized -12.9%
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.1%
Value ($000) $159 Shares 12,401 Est. Cost $9.78 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $156 Shares 1,495 Est. Cost $77.62 Unrealized +47.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $155 Shares 6,375 Est. Cost $22.59 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $154 Shares 3,920 Est. Cost $35.52 Unrealized +8.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $148 Shares 1,600 Est. Cost $70.26 Unrealized +22.3%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $146 Shares 2,810 Est. Cost $100.02 Unrealized -42.5%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $145 Shares 2,491 Est. Cost $73.18 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $138 Shares 910 Est. Cost $20.76 Unrealized -9.3%
UNP UNION PAC CORP COM 0.0%
Value ($000) $136 Shares 637 Est. Cost $156.85 Unrealized +33.1%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $135 Shares 9,500 Est. Cost $12.77 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $135 Shares 547 Est. Cost $241.03 Unrealized -1.1%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $133 Shares 2,723 Est. Cost $35.96 Unrealized +29.5%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $133 Shares 560 Est. Cost $112.25 Unrealized +126.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $132 Shares 917 Est. Cost $157.36 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $130 Shares 1,166 Est. Cost $95.69 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $123 Shares 13,600 Est. Cost $25.86 Unrealized -61.8%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $121 Shares 6,173 Est. Cost $17.45 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $120 Shares 5,418 Est. Cost $29.37 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $113 Shares 783 Est. Cost $92.77 Unrealized +53.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $113 Shares 485 Est. Cost $183.61 Unrealized +24.4%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $113 Shares 6,757 Est. Cost $15.32 Unrealized 0.0%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $105 Shares 6,855 Est. Cost $16.06 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $105 Shares 800 Est. Cost $109.23 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $104 Shares 1,227 Est. Cost $56.69 Unrealized +33.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $103 Shares 900 Est. Cost $163.91 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.0%
Value ($000) $103 Shares 3,850 Est. Cost $26.75 Unrealized
JACOBS ENGR GROUP INC COM 0.0%
Value ($000) $102 Shares 803 Est. Cost $133.13 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $101 Shares 1,105 Est. Cost $71.57 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $101 Shares 2,982 Est. Cost $26.93 Unrealized +9.6%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $100 Shares 4,791 Est. Cost $20.23 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $98 Shares 535 Est. Cost $140.59 Unrealized +30.2%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $97 Shares 305 Est. Cost $330.90 Unrealized -2.2%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $96 Shares 1,250 Est. Cost $80.35 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $96 Shares 1,347 Est. Cost $48.69 Unrealized +32.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $94 Shares 1,171 Est. Cost $57.94 Unrealized +24.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $91 Shares 711 Est. Cost $93.15 Unrealized +34.1%
L LOEWS CORP COM 0.0%
Value ($000) $89 Shares 1,500 Est. Cost $45.69 Unrealized +35.9%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $89 Shares 1,750 Est. Cost $50.86 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $88 Shares 6,564 Est. Cost $18.55 Unrealized 0.0%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $87 Shares 4,081 Est. Cost $25.04 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $85 Shares 1,150 Est. Cost $112.17 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $85 Shares 3,470 Est. Cost $26.52 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $84 Shares 800 Est. Cost $108.75 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $84 Shares 345 Est. Cost $195.39 Unrealized +11.9%
KMPR KEMPER CORP COM 0.0%
Value ($000) $83 Shares 1,740 Est. Cost $85.42 Unrealized -41.3%
BA BOEING CO COM 0.0%
Value ($000) $81 Shares 595 Est. Cost $197.83 Unrealized -25.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $81 Shares 900 Est. Cost $83.76 Unrealized +7.9%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $80 Shares 963 Est. Cost $84.18 Unrealized +3.5%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $78 Shares 5,094 Est. Cost $23.09 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $77 Shares 4,450 Est. Cost $18.49 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $77 Shares 356 Est. Cost $118.80 Unrealized +67.2%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $75 Shares 255 Est. Cost $366.72 Unrealized -16.7%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $74 Shares 1,944 Est. Cost $38.13 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $72 Shares 869 Est. Cost $81.70 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $67 Shares 110 Est. Cost $709.92 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $67 Shares 700 Est. Cost $112.18 Unrealized -7.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $67 Shares 200 Est. Cost $394.19 Unrealized -12.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $66 Shares 260 Est. Cost $200.49 Unrealized +10.8%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $64 Shares 744 Est. Cost $105.41 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $64 Shares 420 Est. Cost $123.35 Unrealized +19.9%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $63 Shares 1,208 Est. Cost $54.64 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $63 Shares 545 Est. Cost $84.31 Unrealized +35.3%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $63 Shares 530 Est. Cost $64.67 Unrealized +78.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $62 Shares 293 Est. Cost $227.11 Unrealized +8.3%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $61 Shares 1,640 Est. Cost $37.46 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $60 Shares 2,519 Est. Cost $28.98 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $60 Shares 89 Est. Cost $167.58 Unrealized +62.9%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $60 Shares 1,168 Est. Cost $61.64 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $60 Shares 560 Est. Cost $72.15 Unrealized +32.2%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $59 Shares 2,050 Est. Cost $37.07 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $58 Shares 600 Est. Cost $54.72 Unrealized +66.2%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $57 Shares 2,130 Est. Cost $35.68 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $57 Shares 1,954 Est. Cost $27.87 Unrealized +11.0%
AFL AFLAC INC COM 0.0%
Value ($000) $57 Shares 1,030 Est. Cost $50.98 Unrealized +6.7%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $57 Shares 4,600 Est. Cost $14.91 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $56 Shares 379 Est. Cost $128.86 Unrealized +9.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $56 Shares 1,780 Est. Cost $38.12 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $55 Shares 285 Est. Cost $30.36 Unrealized +25.6%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $55 Shares 596 Est. Cost $88.17 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $55 Shares 1,600 Est. Cost $24.80 Unrealized +15.2%
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $54 Shares 1,459 Est. Cost $74.02 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $53 Shares 125 Est. Cost $536.00 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $53 Shares 1,250 Est. Cost $49.51 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $52 Shares 885 Est. Cost $53.88 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $50 Shares 850 Est. Cost $39.57 Unrealized +34.1%
GSK PLC SPONSORED ADR 0.0%
Value ($000) $50 Shares 1,150 Est. Cost $40.81 Unrealized
TDV PROSHARES S&P GLOBAL TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $48 Shares 903 Est. Cost $62.02 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $48 Shares 336 Est. Cost $129.54 Unrealized +6.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $46 Shares 130 Est. Cost $526.03 Unrealized -22.5%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $46 Shares 5,441 Est. Cost $9.37 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $45 Shares 3,301 Est. Cost $14.95 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $45 Shares 1,024 Est. Cost $62.91 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $45 Shares 370 Est. Cost $150.77 Unrealized -15.6%
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $43 Shares 5,448 Est. Cost $19.70 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $43 Shares 890 Est. Cost $51.08 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $43 Shares 320 Est. Cost $99.37 Unrealized +27.8%
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.0%
Value ($000) $42 Shares 1,790 Est. Cost $22.75 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $42 Shares 155 Est. Cost $325.21 Unrealized -10.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $41 Shares 370 Est. Cost $50.34 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $41 Shares 187 Est. Cost $278.07 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $41 Shares 625 Est. Cost $70.15 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $41 Shares 349 Est. Cost $56.58 Unrealized +82.6%
KELLOGG CO COM 0.0%
Value ($000) $39 Shares 544 Est. Cost $51.06 Unrealized +12.3%
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $38 Shares 502 Est. Cost $68.00 Unrealized
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $37 Shares 747 Est. Cost $50.76 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $37 Shares 532 Est. Cost $117.95 Unrealized -26.6%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $37.13 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $36 Shares 340 Est. Cost $116.88 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $35 Shares 1,336 Est. Cost $25.37 Unrealized -3.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $34 Shares 202 Est. Cost $113.98 Unrealized +42.0%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $34 Shares 534 Est. Cost $54.82 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $33 Shares 514 Est. Cost $62.95 Unrealized -24.4%
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $32 Shares 660 Est. Cost $38.41 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $44.00 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $32 Shares 268 Est. Cost $105.91 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $32 Shares 612 Est. Cost $47.59 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $32 Shares 1,074 Est. Cost $30.30 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $32 Shares 705 Est. Cost $47.24 Unrealized -1.7%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $32 Shares 459 Est. Cost $54.67 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $31 Shares 628 Est. Cost $37.85 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $31 Shares 399 Est. Cost $90.26 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $31 Shares 80 Est. Cost $414.19 Unrealized -2.3%
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $31 Shares 594 Est. Cost $51.03 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $30 Shares 486 Est. Cost $49.42 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $30 Shares 440 Est. Cost $53.81 Unrealized +5.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $29 Shares 770 Est. Cost $30.41 Unrealized +10.4%
DOW DOW INC COM 0.0%
Value ($000) $29 Shares 567 Est. Cost $32.94 Unrealized +57.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $29 Shares 500 Est. Cost $14.81 Unrealized +292.4%
NEM NEWMONT CORP COM 0.0%
Value ($000) $29 Shares 489 Est. Cost $51.51 Unrealized +22.8%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $29 Shares 400 Est. Cost $65.33 Unrealized -5.0%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $28 Shares 1,245 Est. Cost $20.60 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $28 Shares 233 Est. Cost $44.34 Unrealized -0.7%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $28 Shares 389 Est. Cost $53.80 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $28 Shares 471 Est. Cost $44.55 Unrealized
JOE ST JOE CO COM 0.0%
Value ($000) $28 Shares 703 Est. Cost $49.24 Unrealized +1.3%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $28 Shares 300 Est. Cost $108.26 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $27 Shares 280 Est. Cost $82.14 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $27 Shares 587 Est. Cost $33.67 Unrealized +22.5%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $27 Shares 640 Est. Cost $65.24 Unrealized -16.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $26 Shares 350 Est. Cost $66.03 Unrealized -3.3%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $25 Shares 1,020 Est. Cost $42.16 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $25 Shares 247 Est. Cost $95.94 Unrealized +16.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $25 Shares 251 Est. Cost $79.73 Unrealized +12.1%
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $24 Shares 297 Est. Cost $87.29 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $24 Shares 2,103 Est. Cost $11.89 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $24 Shares 302 Est. Cost $75.97 Unrealized 0.0%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $23 Shares 630 Est. Cost $37.76 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $23 Shares 521 Est. Cost $32.63 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $121.57 Unrealized -8.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $23 Shares 199 Est. Cost $109.73 Unrealized +2.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $23 Shares 195 Est. Cost $123.55 Unrealized -0.2%
AI C3 AI INC CL A 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $40.49 Unrealized -54.6%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $22 Shares 820 Est. Cost $34.10 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $22 Shares 267 Est. Cost $95.17 Unrealized -15.5%
AVA AVISTA CORP COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $36.84 Unrealized -2.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $21 Shares 524 Est. Cost $47.54 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $21 Shares 146 Est. Cost $151.27 Unrealized -2.4%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $21 Shares 436 Est. Cost $43.38 Unrealized +2.4%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $21 Shares 105 Est. Cost $248.47 Unrealized -9.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $21 Shares 280 Est. Cost $85.27 Unrealized +9.8%
NDSN NORDSON CORP COM 0.0%
Value ($000) $20 Shares 97 Est. Cost $219.29 Unrealized -7.0%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $20 Shares 315 Est. Cost $31.29 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $20 Shares 230 Est. Cost $111.41 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $20 Shares 321 Est. Cost $62.23 Unrealized +5.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $19 Shares 266 Est. Cost $56.00 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $19 Shares 2,065 Est. Cost $10.81 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $19 Shares 265 Est. Cost $75.65 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $19 Shares 46 Est. Cost $345.46 Unrealized +20.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $19 Shares 418 Est. Cost $56.79 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $19 Shares 613 Est. Cost $26.10 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $53.02 Unrealized +21.4%
WEN WENDYS CO COM 0.0%
Value ($000) $18 Shares 954 Est. Cost $22.62 Unrealized -16.2%
F FORD MTR CO DEL COM 0.0%
Value ($000) $18 Shares 1,650 Est. Cost $10.19 Unrealized +3.5%
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $18 Shares 1,900 Est. Cost $8.12 Unrealized +43.3%
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value ($000) $18 Shares 827 Est. Cost $24.18 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $18 Shares 157 Est. Cost $75.26 Unrealized +46.3%
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $17 Shares 395 Est. Cost $48.10 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $17 Shares 612 Est. Cost $25.20 Unrealized +0.4%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $17 Shares 52 Est. Cost $307.69 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $17 Shares 335 Est. Cost $48.46 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $17 Shares 2,500 Est. Cost $8.80 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $17 Shares 806 Est. Cost $21.51 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $17 Shares 186 Est. Cost $30.72 Unrealized +192.7%
SEAGEN INC COM 0.0%
Value ($000) $16 Shares 93 Est. Cost $193.55 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $16 Shares 526 Est. Cost $21.07 Unrealized +38.6%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $16 Shares 409 Est. Cost $26.89 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $16 Shares 4,417 Est. Cost $3.47 Unrealized
SOXX ISHARES SEMICONDUCTOR FUND 0.0%
Value ($000) $16 Shares 45 Est. Cost $403.55 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $16 Shares 500 Est. Cost $40.36 Unrealized 0.0%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $16 Shares 68 Est. Cost $264.71 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.00 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $16 Shares 1,205 Est. Cost $54.63 Unrealized -57.3%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $16 Shares 435 Est. Cost $39.75 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $14.00 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $15 Shares 490 Est. Cost $29.04 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $15 Shares 70 Est. Cost $188.81 Unrealized +10.6%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $15 Shares 900 Est. Cost $12.22 Unrealized
COHEN & STEERS SELECT PFD & IN COM 0.0%
Value ($000) $14 Shares 700 Est. Cost $22.86 Unrealized
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $14 Shares 850 Est. Cost $20.00 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $14 Shares 48 Est. Cost $276.04 Unrealized +0.8%
TRNS TRANSCAT INC COM 0.0%
Value ($000) $14 Shares 250 Est. Cost $30.00 Unrealized +130.4%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $14 Shares 335 Est. Cost $39.54 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $14 Shares 250 Est. Cost $73.33 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $14 Shares 44 Est. Cost $266.70 Unrealized +26.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $14 Shares 337 Est. Cost $42.09 Unrealized -4.8%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $14 Shares 434 Est. Cost $28.15 Unrealized +28.6%
HIGHLAND INCOME FD HIGHLAND INCOME 0.0%
Value ($000) $13 Shares 1,125 Est. Cost $10.67 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $13 Shares 145 Est. Cost $99.95 Unrealized -7.2%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.00 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $13 Shares 1,002 Est. Cost $18.30 Unrealized -9.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $13 Shares 219 Est. Cost $47.25 Unrealized +23.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $13 Shares 63 Est. Cost $171.05 Unrealized +18.4%
COHEN & STEERS TAX ADVAN PFD S COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $21.43 Unrealized
ISCF ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $13 Shares 438 Est. Cost $27.26 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 208 Est. Cost $50.07 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $12 Shares 124 Est. Cost $66.76 Unrealized +32.5%
MERITOR INC COM 0.0%
Value ($000) $12 Shares 320 Est. Cost $28.13 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $12 Shares 490 Est. Cost $26.53 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $12 Shares 49 Est. Cost $304.63 Unrealized -6.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 296 Est. Cost $33.61 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $12 Shares 1,521 Est. Cost $8.82 Unrealized +0.2%
CC CHEMOURS CO COM 0.0%
Value ($000) $12 Shares 370 Est. Cost $26.86 Unrealized +19.9%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $12 Shares 300 Est. Cost $43.33 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $12 Shares 143 Est. Cost $61.74 Unrealized +31.1%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $11 Shares 250 Est. Cost $28.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $11 Shares 285 Est. Cost $31.23 Unrealized +17.8%
USCI UNITED STATES COMMODITY INDEX FUND 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $11 Shares 250 Est. Cost $36.64 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $11 Shares 518 Est. Cost $19.31 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $10 Shares 126 Est. Cost $79.37 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $10 Shares 312 Est. Cost $39.42 Unrealized -25.1%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $10 Shares 371 Est. Cost $26.95 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 158 Est. Cost $66.50 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $10 Shares 338 Est. Cost $36.92 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $120.11 Unrealized -12.0%
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $10 Shares 800 Est. Cost $16.25 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $10 Shares 141 Est. Cost $63.83 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $9 Shares 395 Est. Cost $24.00 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $9 Shares 67 Est. Cost $119.60 Unrealized +33.4%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $9 Shares 665 Est. Cost $13.29 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $9 Shares 101 Est. Cost $107.43 Unrealized +3.8%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $9 Shares 400 Est. Cost $27.25 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $9 Shares 54 Est. Cost $205.72 Unrealized -6.4%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $9 Shares 50 Est. Cost $141.00 Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $9 Shares 157 Est. Cost $30.81 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $9 Shares 77 Est. Cost $149.14 Unrealized -18.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $9 Shares 111 Est. Cost $62.82 Unrealized +30.3%
LHC GROUP INC COM 0.0%
Value ($000) $9 Shares 57 Est. Cost $175.44 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $9 Shares 434 Est. Cost $33.48 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $9 Shares 187 Est. Cost $40.41 Unrealized +8.3%
TWLO TWILIO INC CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $182.23 Unrealized -38.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.67 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $30.00 Unrealized
HARBOR CUSTOM DEVELOPMENT INC 8 CONV PFD SR A 0.0%
Value ($000) $8 Shares 523 Est. Cost $15.79 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $8 Shares 1,354 Est. Cost $32.17 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $8 Shares 41 Est. Cost $161.57 Unrealized +12.6%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $234.79 Unrealized -9.5%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $8 Shares 83 Est. Cost $82.11 Unrealized +12.4%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 101 Est. Cost $55.34 Unrealized
MRTN MARTEN TRANS LTD COM 0.0%
Value ($000) $8 Shares 459 Est. Cost $10.37 Unrealized +57.2%
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $8 Shares 1,040 Est. Cost $7.62 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $7 Shares 117 Est. Cost $63.23 Unrealized -9.2%
FTNT FORTINET INC COM 0.0%
Value ($000) $7 Shares 130 Est. Cost $60.67 Unrealized -2.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 188 Est. Cost $45.80 Unrealized -12.8%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $7 Shares 388 Est. Cost $20.69 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $7 Shares 40 Est. Cost $186.36 Unrealized -2.8%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $7 Shares 74 Est. Cost $97.35 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $486.73 Unrealized -36.9%
CDP CORPORATE OFFICE PPTYS TR SH BEN INT 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $7 Shares 324 Est. Cost $30.97 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $7 Shares 900 Est. Cost $7.36 Unrealized
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $7 Shares 167 Est. Cost $57.24 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $6 Shares 60 Est. Cost $179.93 Unrealized -41.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $6 Shares 102 Est. Cost $29.29 Unrealized -13.5%
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $6 Shares 735 Est. Cost $12.24 Unrealized
LITHIUM AMERS CORP NEW COM NEW 0.0%
Value ($000) $6 Shares 300 Est. Cost $30.00 Unrealized
MMS MAXIMUS INC COM 0.0%
Value ($000) $6 Shares 93 Est. Cost $76.52 Unrealized -11.6%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $6 Shares 185 Est. Cost $54.05 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $6 Shares 65 Est. Cost $123.08 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $65.65 Unrealized 0.0%
MASI MASIMO CORP COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $192.01 Unrealized -30.3%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $22.86 Unrealized
USPH U S PHYSICAL THERAPY COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $95.37 Unrealized +11.3%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $6 Shares 64 Est. Cost $129.93 Unrealized +8.1%
CTVA CORTEVA INC COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $52.51 Unrealized +6.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.16 Unrealized -1.9%
BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $40.00 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $6 Shares 125 Est. Cost $56.00 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $6 Shares 206 Est. Cost $23.61 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $69.49 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.16 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $6 Shares 182 Est. Cost $162.03 Unrealized -73.8%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $6 Shares 481 Est. Cost $12.47 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $5 Shares 108 Est. Cost $37.99 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 118 Est. Cost $42.37 Unrealized
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $3.22 Unrealized -20.5%
BLACK KNIGHT INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $43.25 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $5 Shares 228 Est. Cost $23.38 Unrealized -1.3%
NIO NIO INC SPON ADS 0.0%
Value ($000) $5 Shares 250 Est. Cost $42.20 Unrealized
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $5 Shares 111 Est. Cost $47.81 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $5 Shares 57 Est. Cost $61.83 Unrealized +35.9%
PROTERRA INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $8.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 514 Est. Cost $13.11 Unrealized -29.2%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $5 Shares 501 Est. Cost $11.98 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $5 Shares 118 Est. Cost $49.14 Unrealized -7.6%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $5 Shares 63 Est. Cost $91.89 Unrealized -3.9%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $5 Shares 156 Est. Cost $37.98 Unrealized -11.4%
TU TELUS CORPORATION COM 0.0%
Value ($000) $5 Shares 225 Est. Cost $21.68 Unrealized +14.1%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $4 Shares 70 Est. Cost $149.33 Unrealized -60.6%
VFC V F CORP COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $85.42 Unrealized -41.3%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $47.62 Unrealized
PRAA PRA GROUP INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.84 Unrealized +13.8%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $118.06 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 426 Est. Cost $15.05 Unrealized -22.7%
BBUC BROOKFIELD BUSINESS CORP CL A EXC SUB VTG 0.0%
Value ($000) $4 Shares 162 Est. Cost $30.46 Unrealized -14.8%
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $55.38 Unrealized +7.0%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $131.95 Unrealized -33.1%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $68.07 Unrealized +31.7%
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value ($000) $4 Shares 400 Est. Cost $10.00 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $3 Shares 220 Est. Cost $40.95 Unrealized -66.7%
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.67 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $75.03 Unrealized +8.2%
FDD FIRST TRUST DOW JONES STOXX EUROPEAN SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $3 Shares 320 Est. Cost $15.63 Unrealized
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $3 Shares 276 Est. Cost $14.49 Unrealized
GAMB GAMBLING COM GROUP LIMITED ORDINARY SHARES 0.0%
Value ($000) $3 Shares 400 Est. Cost $8.36 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $132.88 Unrealized -20.2%
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $52.56 Unrealized -21.6%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.63 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $106.90 Unrealized +12.3%
XSHD INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $3 Shares 107 Est. Cost $25.42 Unrealized 0.0%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $3 Shares 69 Est. Cost $32.08 Unrealized +15.5%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.20 Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
HBIO HARVARD BIOSCIENCE INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $7.07 Unrealized -36.2%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $56.16 Unrealized -18.1%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $2 Shares 62 Est. Cost $16.13 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $2 Shares 216 Est. Cost $16.97 Unrealized -46.2%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $75.00 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $2 Shares 130 Est. Cost $14.08 Unrealized 0.0%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $98.93 Unrealized 0.0%
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $36.44 Unrealized -52.7%
GAMIDA CELL LTD SHS 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $4.00 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $96.52 Unrealized +29.5%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $58.40 Unrealized -23.6%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $2 Shares 109 Est. Cost $29.53 Unrealized -29.4%
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.10 Unrealized -6.4%
WCC WESCO INTL INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $41.44 Unrealized +189.1%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.79 Unrealized
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.40 Unrealized -45.4%
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 24 Est. Cost $216.70 Unrealized -57.8%
HYHG PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $62.42 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
ATON PORTAGE BIOTECH INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $377.13 Unrealized -61.3%
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
MIND MEDICINE MINDMED INC COMMON SHARES 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $0.67 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $57.15 Unrealized +14.1%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.19 Unrealized +12.1%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $93.72 Unrealized
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.21 Unrealized +8.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.76 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.86 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.46 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.13 Unrealized +9.7%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +64.2%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.30 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $53.04 Unrealized -58.2%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.76 Unrealized -17.5%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized +27.5%
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.40 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 115 Est. Cost $42.25 Unrealized
TDUP THREDUP INC CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $24.20 Unrealized -77.7%
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $0 Shares 184 Est. Cost $16.75 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.60 Unrealized -36.1%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.84 Unrealized +94.1%
AGENUS INC COM NEW 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.54 Unrealized +35.3%
AETHLON MED INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
ORGANOVO HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $0 Shares 64 Est. Cost $16.00 Unrealized
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $87.48 Unrealized -40.7%
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +31.7%
IFGL ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
BELLICUM PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.21 Unrealized +8.1%
NIKOLA CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
RICEBRAN TECHNOLOGIES COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.12 Unrealized -73.1%
VOXELJET AG ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $35.66 Unrealized +8.9%
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $0 Shares 107 Est. Cost $16.77 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.32 Unrealized -43.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 116 Est. Cost $3.83 Unrealized -54.8%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $47.18 Unrealized
POLARITYTE INC COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized