Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 20, 2023

Total Value ($000): $347,444 (100.0% shares, 0.0% debt)

Holdings (593)

MSFT MICROSOFT CORP COM 5.2%
Value ($000) $18,195 Shares 63,113 Est. Cost $126.34 Unrealized +97.4%
JNJ JOHNSON & JOHNSON COM 3.7%
Value ($000) $13,003 Shares 83,889 Est. Cost $141.83 Unrealized +4.3%
AVGO BROADCOM INC COM 3.5%
Value ($000) $12,044 Shares 18,773 Est. Cost $25.68 Unrealized +124.3%
UNH UNITEDHEALTH GROUP INC COM 2.8%
Value ($000) $9,571 Shares 20,253 Est. Cost $252.36 Unrealized +81.2%
BX BLACKSTONE INC COM 2.4%
Value ($000) $8,342 Shares 94,974 Est. Cost $39.30 Unrealized +106.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.4%
Value ($000) $8,317 Shares 89,411 Est. Cost $46.80 Unrealized
JPM JPMORGAN CHASE & CO COM 2.4%
Value ($000) $8,287 Shares 63,597 Est. Cost $97.57 Unrealized +31.4%
ABBV ABBVIE INC COM 2.0%
Value ($000) $7,083 Shares 44,442 Est. Cost $78.11 Unrealized +76.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $7,058 Shares 22,859 Est. Cost $214.20 Unrealized +43.9%
AAPL APPLE INC COM 2.0%
Value ($000) $6,882 Shares 41,733 Est. Cost $116.56 Unrealized +24.8%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.7%
Value ($000) $5,933 Shares 118,688 Est. Cost $40.96 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.7%
Value ($000) $5,817 Shares 56,080 Est. Cost $107.03 Unrealized -11.0%
TMO THERMO FISHER SCIENTIFIC INC COM 1.6%
Value ($000) $5,540 Shares 9,612 Est. Cost $267.67 Unrealized +108.7%
V VISA INC COM CL A 1.6%
Value ($000) $5,464 Shares 24,233 Est. Cost $150.87 Unrealized +44.4%
WSO WATSCO INC COM 1.5%
Value ($000) $5,335 Shares 16,770 Est. Cost $229.23 Unrealized +28.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.4%
Value ($000) $4,844 Shares 16,949 Est. Cost $186.51 Unrealized +40.1%
VRTX VERTEX PHARMACEUTICALS INC COM 1.4%
Value ($000) $4,842 Shares 15,368 Est. Cost $188.55 Unrealized +59.1%
GLD SPDR GOLD SHARES 1.4%
Value ($000) $4,728 Shares 25,805 Est. Cost $154.28 Unrealized
LIN LINDE PLC SHS 1.3%
Value ($000) $4,690 Shares 13,209 Est. Cost $322.30 Unrealized 0.0%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.2%
Value ($000) $4,248 Shares 84,531 Est. Cost $45.85 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $4,141 Shares 21,348 Est. Cost $143.23 Unrealized +10.4%
SONY SONY GROUP CORPORATION SPONSORED ADR 1.2%
Value ($000) $4,078 Shares 44,981 Est. Cost $55.49 Unrealized
PWR QUANTA SVCS INC COM 1.2%
Value ($000) $4,022 Shares 24,133 Est. Cost $117.72 Unrealized +30.1%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $3,872 Shares 74,063 Est. Cost $38.54 Unrealized +16.4%
CSL CARLISLE COS INC COM 1.1%
Value ($000) $3,758 Shares 16,622 Est. Cost $145.71 Unrealized +61.2%
MRK MERCK & CO INC COM 1.1%
Value ($000) $3,744 Shares 35,195 Est. Cost $63.31 Unrealized +55.9%
CB CHUBB LIMITED COM 1.1%
Value ($000) $3,716 Shares 19,137 Est. Cost $125.43 Unrealized +61.6%
PEP PEPSICO INC COM 1.1%
Value ($000) $3,714 Shares 20,373 Est. Cost $110.51 Unrealized +43.6%
NEE NEXTERA ENERGY INC COM 1.0%
Value ($000) $3,623 Shares 47,005 Est. Cost $62.30 Unrealized +13.4%
KO COCA COLA CO COM 1.0%
Value ($000) $3,615 Shares 58,283 Est. Cost $54.94 Unrealized +0.9%
LMT LOCKHEED MARTIN CORP COM 1.0%
Value ($000) $3,610 Shares 7,636 Est. Cost $302.06 Unrealized +43.4%
NTR NUTRIEN LTD COM 1.0%
Value ($000) $3,578 Shares 48,444 Est. Cost $62.98 Unrealized +11.1%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.0%
Value ($000) $3,354 Shares 61,426 Est. Cost $29.09 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.9%
Value ($000) $3,236 Shares 46,691 Est. Cost $49.69 Unrealized +23.8%
ABT ABBOTT LABS COM 0.9%
Value ($000) $3,153 Shares 31,134 Est. Cost $89.61 Unrealized +11.6%
ETN EATON CORP PLC SHS 0.9%
Value ($000) $3,118 Shares 18,199 Est. Cost $134.26 Unrealized +19.3%
FLOT ISHARES FLOATING RATE BOND ETF 0.9%
Value ($000) $3,062 Shares 60,768 Est. Cost $50.58 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.9%
Value ($000) $2,955 Shares 6,400 Est. Cost $300.01 Unrealized +47.3%
LECO LINCOLN ELEC HLDGS INC COM 0.8%
Value ($000) $2,953 Shares 17,462 Est. Cost $141.87 Unrealized +16.2%
MPC MARATHON PETE CORP COM 0.8%
Value ($000) $2,920 Shares 21,660 Est. Cost $54.70 Unrealized +114.9%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $2,844 Shares 27,350 Est. Cost $106.65 Unrealized -10.1%
ELV ELEVANCE HEALTH INC COM 0.8%
Value ($000) $2,819 Shares 6,130 Est. Cost $455.20 Unrealized 0.0%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,788 Shares 9,447 Est. Cost $212.43 Unrealized +34.0%
BAC BANK AMERICA CORP COM 0.8%
Value ($000) $2,781 Shares 97,244 Est. Cost $25.19 Unrealized +21.4%
VMC VULCAN MATLS CO COM 0.8%
Value ($000) $2,780 Shares 16,202 Est. Cost $126.45 Unrealized +37.3%
STE STERIS PLC SHS USD 0.8%
Value ($000) $2,675 Shares 13,987 Est. Cost $144.92 Unrealized +30.0%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.7%
Value ($000) $2,552 Shares 101,313 Est. Cost $25.62 Unrealized
EOG EOG RES INC COM 0.7%
Value ($000) $2,528 Shares 22,058 Est. Cost $82.46 Unrealized +32.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $2,411 Shares 49,410 Est. Cost $45.51 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.7%
Value ($000) $2,362 Shares 40,008 Est. Cost $51.32 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $2,344 Shares 23,933 Est. Cost $67.47 Unrealized +36.8%
CDW CDW CORP COM 0.7%
Value ($000) $2,334 Shares 11,978 Est. Cost $127.44 Unrealized +48.5%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.7%
Value ($000) $2,315 Shares 94,125 Est. Cost $25.61 Unrealized
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.6%
Value ($000) $2,204 Shares 96,435 Est. Cost $27.29 Unrealized
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $2,201 Shares 15,857 Est. Cost $92.44 Unrealized +35.3%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $2,142 Shares 20,735 Est. Cost $125.20 Unrealized -22.8%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.6%
Value ($000) $2,048 Shares 13,972 Est. Cost $110.63 Unrealized +23.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.6%
Value ($000) $2,026 Shares 40,093 Est. Cost $52.40 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.5%
Value ($000) $1,869 Shares 9,522 Est. Cost $185.21 Unrealized +3.7%
PCAR PACCAR INC COM 0.5%
Value ($000) $1,848 Shares 25,239 Est. Cost $56.37 Unrealized +13.8%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,745 Shares 15,914 Est. Cost $49.15 Unrealized +103.8%
EXR EXTRA SPACE STORAGE INC COM 0.5%
Value ($000) $1,731 Shares 10,627 Est. Cost $156.90 Unrealized -11.9%
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,617 Shares 16,623 Est. Cost $55.66 Unrealized +56.2%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.5%
Value ($000) $1,613 Shares 33,051 Est. Cost $50.76 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.5%
Value ($000) $1,574 Shares 93,991 Est. Cost $20.19 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.5%
Value ($000) $1,567 Shares 15,793 Est. Cost $105.49 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,520 Shares 5,437 Est. Cost $171.76 Unrealized +45.9%
ORCL ORACLE CORP COM 0.4%
Value ($000) $1,503 Shares 16,171 Est. Cost $61.04 Unrealized +38.9%
CCI CROWN CASTLE INC COM 0.4%
Value ($000) $1,474 Shares 11,012 Est. Cost $114.61 Unrealized +2.5%
LOW LOWES COS INC COM 0.4%
Value ($000) $1,300 Shares 6,500 Est. Cost $136.90 Unrealized +40.4%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,294 Shares 6,771 Est. Cost $141.55 Unrealized +24.8%
WST WEST PHARMACEUTICAL SVSC INC COM 0.3%
Value ($000) $1,204 Shares 3,475 Est. Cost $138.50 Unrealized +109.4%
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,192 Shares 34,948 Est. Cost $39.76 Unrealized -6.2%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,160 Shares 6,236 Est. Cost $92.63 Unrealized +74.2%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $1,146 Shares 6,885 Est. Cost $118.99 Unrealized +33.6%
RSG REPUBLIC SVCS INC COM 0.3%
Value ($000) $1,091 Shares 8,068 Est. Cost $122.08 Unrealized +0.8%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,086 Shares 9,367 Est. Cost $85.77 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $1,010 Shares 4,415 Est. Cost $167.62 Unrealized +37.6%
PH PARKER-HANNIFIN CORP COM 0.3%
Value ($000) $1,006 Shares 2,993 Est. Cost $320.08 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $989 Shares 3,443 Est. Cost $163.55 Unrealized +65.2%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.3%
Value ($000) $962 Shares 39,214 Est. Cost $25.96 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $956 Shares 23,196 Est. Cost $31.11 Unrealized
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $956 Shares 11,700 Est. Cost $26.17 Unrealized +47.1%
GLW CORNING INC COM 0.3%
Value ($000) $913 Shares 25,869 Est. Cost $26.57 Unrealized +20.8%
DE DEERE & CO COM 0.3%
Value ($000) $894 Shares 2,165 Est. Cost $326.72 Unrealized +21.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value ($000) $871 Shares 13,950 Est. Cost $48.85 Unrealized +12.4%
BN BROOKFIELD CORP CL A LTD VT SH 0.2%
Value ($000) $801 Shares 24,587 Est. Cost $21.90 Unrealized +0.7%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $798 Shares 17,894 Est. Cost $25.53 Unrealized +42.1%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.2%
Value ($000) $796 Shares 22,785 Est. Cost $29.39 Unrealized +15.1%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.2%
Value ($000) $785 Shares 25,111 Est. Cost $26.89 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $772 Shares 11,076 Est. Cost $42.99 Unrealized +42.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $761 Shares 15,116 Est. Cost $49.39 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $722 Shares 30,325 Est. Cost $26.97 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $719 Shares 2,199 Est. Cost $209.92 Unrealized +54.2%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $715 Shares 10,533 Est. Cost $52.07 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $711 Shares 11,814 Est. Cost $46.89 Unrealized
TILRAY BRANDS INC COM 0.2%
Value ($000) $692 Shares 273,520 Est. Cost $15.22 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $687 Shares 20,271 Est. Cost $31.34 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $673 Shares 1,790 Est. Cost $279.47 Unrealized
CI THE CIGNA GROUP COM 0.2%
Value ($000) $646 Shares 2,528 Est. Cost $217.12 Unrealized +27.2%
DIVB ISHARES CORE DIVIDEND ETF 0.2%
Value ($000) $642 Shares 17,200 Est. Cost $29.28 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $624 Shares 11,914 Est. Cost $41.55 Unrealized
XYL XYLEM INC COM 0.2%
Value ($000) $615 Shares 5,874 Est. Cost $71.19 Unrealized +41.7%
DTE DTE ENERGY CO COM 0.2%
Value ($000) $607 Shares 5,545 Est. Cost $81.39 Unrealized +24.2%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $606 Shares 4,102 Est. Cost $137.18 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.2%
Value ($000) $597 Shares 13,034 Est. Cost $37.93 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $579 Shares 7,910 Est. Cost $72.62 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $533 Shares 12,817 Est. Cost $42.16 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $522 Shares 15,966 Est. Cost $48.68 Unrealized -43.5%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $441 Shares 888 Est. Cost $390.10 Unrealized +20.8%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $440 Shares 2,696 Est. Cost $132.28 Unrealized +12.2%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $435 Shares 3,365 Est. Cost $100.09 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $433 Shares 4,275 Est. Cost $90.64 Unrealized +1.1%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $419 Shares 10,780 Est. Cost $38.57 Unrealized -15.2%
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.1%
Value ($000) $416 Shares 16,361 Est. Cost $25.74 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $402 Shares 10,600 Est. Cost $23.30 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.1%
Value ($000) $398 Shares 5,744 Est. Cost $60.45 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $393 Shares 4,750 Est. Cost $57.60 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $393 Shares 2,376 Est. Cost $153.07 Unrealized -1.4%
HUBB HUBBELL INC COM 0.1%
Value ($000) $384 Shares 1,578 Est. Cost $172.49 Unrealized +33.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $374 Shares 2,268 Est. Cost $96.32 Unrealized +66.1%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.1%
Value ($000) $363 Shares 14,044 Est. Cost $26.08 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $360 Shares 3,600 Est. Cost $108.03 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $360 Shares 5,493 Est. Cost $47.64 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $357 Shares 1,686 Est. Cost $303.28 Unrealized -44.2%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $355 Shares 3,708 Est. Cost $63.87 Unrealized +32.8%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $354 Shares 864 Est. Cost $42.20 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.1%
Value ($000) $352 Shares 10,637 Est. Cost $29.50 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $346 Shares 3,279 Est. Cost $85.02 Unrealized
T AT&T INC COM 0.1%
Value ($000) $341 Shares 17,731 Est. Cost $15.64 Unrealized +4.6%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $340 Shares 1,602 Est. Cost $148.41 Unrealized +46.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $330 Shares 4,759 Est. Cost $52.53 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $319 Shares 4,900 Est. Cost $78.01 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $315 Shares 3,151 Est. Cost $110.56 Unrealized -10.9%
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $308 Shares 8,949 Est. Cost $29.29 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $307 Shares 3,141 Est. Cost $84.71 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $300 Shares 8,511 Est. Cost $30.11 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $300 Shares 1,200 Est. Cost $208.76 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $299 Shares 2,342 Est. Cost $109.35 Unrealized +6.5%
SPIP SPDR PORTFOLIO TIPS ETF 0.1%
Value ($000) $298 Shares 11,180 Est. Cost $31.53 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $296 Shares 8,542 Est. Cost $28.31 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $289 Shares 1,770 Est. Cost $140.90 Unrealized +3.9%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $276 Shares 2,000 Est. Cost $99.50 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $276 Shares 2,103 Est. Cost $93.86 Unrealized +28.6%
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $274 Shares 3,274 Est. Cost $57.20 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $273 Shares 3,813 Est. Cost $61.84 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.1%
Value ($000) $273 Shares 5,029 Est. Cost $47.67 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $272 Shares 1,124 Est. Cost $215.24 Unrealized +4.1%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $270 Shares 4,451 Est. Cost $66.47 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $264 Shares 1,125 Est. Cost $40.01 Unrealized +8.2%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $260 Shares 2,854 Est. Cost $68.63 Unrealized +19.5%
MTB M & T BK CORP COM 0.1%
Value ($000) $254 Shares 2,124 Est. Cost $149.08 Unrealized -11.8%
UNP UNION PAC CORP COM 0.1%
Value ($000) $245 Shares 1,217 Est. Cost $173.09 Unrealized +9.4%
PFE PFIZER INC COM 0.1%
Value ($000) $231 Shares 5,650 Est. Cost $29.31 Unrealized +24.7%
MMM 3M CO COM 0.1%
Value ($000) $225 Shares 2,137 Est. Cost $126.87 Unrealized -33.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $223 Shares 1,480 Est. Cost $70.09 Unrealized
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $218 Shares 3,600 Est. Cost $54.02 Unrealized +13.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $210 Shares 5,825 Est. Cost $39.03 Unrealized -1.0%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $208 Shares 6,992 Est. Cost $30.40 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $208 Shares 1,180 Est. Cost $111.72 Unrealized +50.2%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.1%
Value ($000) $202 Shares 6,162 Est. Cost $27.10 Unrealized +8.4%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $201 Shares 1,100 Est. Cost $134.65 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $201 Shares 725 Est. Cost $20.78 Unrealized +4.0%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $200 Shares 1,614 Est. Cost $117.77 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $198 Shares 2,900 Est. Cost $45.88 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $192 Shares 805 Est. Cost $225.39 Unrealized +1.1%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $191 Shares 557 Est. Cost $142.15 Unrealized +132.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $185 Shares 7,160 Est. Cost $22.90 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $181 Shares 1,986 Est. Cost $68.42 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $178 Shares 1,154 Est. Cost $153.20 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $174 Shares 7,683 Est. Cost $27.26 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.0%
Value ($000) $172 Shares 11,789 Est. Cost $9.78 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $172 Shares 560 Est. Cost $112.25 Unrealized +180.3%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $166 Shares 1,876 Est. Cost $82.15 Unrealized -1.8%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $166 Shares 14,076 Est. Cost $12.34 Unrealized 0.0%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $166 Shares 1,653 Est. Cost $100.16 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $163 Shares 2,209 Est. Cost $59.81 Unrealized
BPRN PRINCETON BANCORP INC COM 0.0%
Value ($000) $162 Shares 5,100 Est. Cost $29.72 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $158 Shares 1,221 Est. Cost $98.55 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $157 Shares 3,196 Est. Cost $45.85 Unrealized -2.3%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $156 Shares 742 Est. Cost $124.21 Unrealized +70.8%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $153 Shares 4,890 Est. Cost $36.05 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $152 Shares 2,495 Est. Cost $73.18 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $147 Shares 9,500 Est. Cost $12.77 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $145 Shares 1,166 Est. Cost $95.69 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $144 Shares 1,495 Est. Cost $77.62 Unrealized +28.4%
BA BOEING CO COM 0.0%
Value ($000) $133 Shares 624 Est. Cost $198.30 Unrealized +4.8%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $132 Shares 2,673 Est. Cost $36.69 Unrealized +24.9%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $125 Shares 6,349 Est. Cost $17.18 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $123 Shares 14,600 Est. Cost $24.69 Unrealized -68.3%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $122 Shares 3,017 Est. Cost $40.34 Unrealized
ISHARES IBONDS DEC 2023 TERM TREASURY ETF 0.0%
Value ($000) $117 Shares 4,726 Est. Cost $8.03 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $116 Shares 1,663 Est. Cost $51.72 Unrealized +17.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $116 Shares 474 Est. Cost $140.59 Unrealized +54.8%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $115 Shares 800 Est. Cost $109.23 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $111 Shares 775 Est. Cost $89.41 Unrealized +40.9%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $109 Shares 217 Est. Cost $506.99 Unrealized -5.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $108 Shares 3,344 Est. Cost $29.32 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $107 Shares 475 Est. Cost $183.61 Unrealized +14.9%
BLACKROCK INC COM 0.0%
Value ($000) $107 Shares 160 Est. Cost $488.29 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $105 Shares 704 Est. Cost $131.63 Unrealized +1.2%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $104 Shares 260 Est. Cost $330.90 Unrealized +15.8%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $104 Shares 2,555 Est. Cost $75.29 Unrealized -47.6%
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.0%
Value ($000) $102 Shares 3,850 Est. Cost $26.75 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $101 Shares 6,855 Est. Cost $16.06 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $99 Shares 3,521 Est. Cost $26.52 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $96 Shares 1,293 Est. Cost $70.26 Unrealized +7.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $96 Shares 891 Est. Cost $111.23 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $96 Shares 900 Est. Cost $163.91 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $95 Shares 1,227 Est. Cost $56.69 Unrealized +24.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $92 Shares 1,114 Est. Cost $71.57 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $92 Shares 5,231 Est. Cost $15.32 Unrealized -0.5%
HSY HERSHEY CO COM 0.0%
Value ($000) $91 Shares 356 Est. Cost $118.80 Unrealized +82.8%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $89 Shares 1,750 Est. Cost $50.86 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $88 Shares 1,150 Est. Cost $112.17 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $87 Shares 1,500 Est. Cost $45.69 Unrealized +28.5%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $86 Shares 3,991 Est. Cost $20.23 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $85 Shares 285 Est. Cost $362.03 Unrealized -11.0%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $84 Shares 800 Est. Cost $108.75 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $81 Shares 973 Est. Cost $84.18 Unrealized -15.5%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $79 Shares 5,126 Est. Cost $23.09 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $74 Shares 4,916 Est. Cost $18.55 Unrealized -23.3%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $72 Shares 1,423 Est. Cost $50.65 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $72 Shares 1,247 Est. Cost $54.73 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $71 Shares 1,476 Est. Cost $58.30 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $69 Shares 200 Est. Cost $394.19 Unrealized -12.8%
WPC WP CAREY INC COM 0.0%
Value ($000) $67 Shares 869 Est. Cost $81.70 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $67 Shares 164 Est. Cost $410.18 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $66 Shares 1,030 Est. Cost $50.98 Unrealized +26.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $66 Shares 2,825 Est. Cost $26.93 Unrealized -13.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $66 Shares 125 Est. Cost $536.00 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $66 Shares 206 Est. Cost $208.02 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $66 Shares 1,944 Est. Cost $38.13 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $65 Shares 1,640 Est. Cost $37.46 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $64 Shares 321 Est. Cost $166.46 Unrealized +0.3%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $64 Shares 840 Est. Cost $81.39 Unrealized -8.5%
INTU INTUIT COM 0.0%
Value ($000) $61 Shares 137 Est. Cost $409.63 Unrealized -1.6%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $61 Shares 2,130 Est. Cost $35.68 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $60 Shares 1,600 Est. Cost $24.80 Unrealized +28.8%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $60 Shares 1,801 Est. Cost $51.51 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $59 Shares 530 Est. Cost $64.67 Unrealized +63.1%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $59 Shares 505 Est. Cost $100.68 Unrealized -3.4%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $59 Shares 239 Est. Cost $241.03 Unrealized -3.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $59 Shares 370 Est. Cost $50.34 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $59 Shares 1,954 Est. Cost $27.87 Unrealized +5.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $58 Shares 262 Est. Cost $201.75 Unrealized +4.8%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $58 Shares 700 Est. Cost $112.18 Unrealized -29.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $58 Shares 925 Est. Cost $35.19 Unrealized +68.1%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $57 Shares 2,050 Est. Cost $37.07 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $57 Shares 2,519 Est. Cost $28.98 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $57 Shares 2,225 Est. Cost $25.75 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $56 Shares 581 Est. Cost $72.73 Unrealized +21.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $56 Shares 379 Est. Cost $128.86 Unrealized +7.8%
TSLA TESLA INC COM 0.0%
Value ($000) $55 Shares 267 Est. Cost $226.09 Unrealized -22.8%
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $55 Shares 903 Est. Cost $62.02 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $54 Shares 809 Est. Cost $53.88 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $53 Shares 600 Est. Cost $54.72 Unrealized +53.3%
CCJ CAMECO CORP COM 0.0%
Value ($000) $53 Shares 2,025 Est. Cost $26.24 Unrealized +0.1%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $52 Shares 1,350 Est. Cost $0.04 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $52 Shares 290 Est. Cost $178.40 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value ($000) $51 Shares 4,482 Est. Cost $11.45 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $50 Shares 420 Est. Cost $146.10 Unrealized -23.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $50 Shares 650 Est. Cost $80.35 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $49 Shares 514 Est. Cost $62.75 Unrealized +5.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $48 Shares 242 Est. Cost $158.91 Unrealized +7.3%
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.0%
Value ($000) $47 Shares 1,790 Est. Cost $22.75 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $47 Shares 589 Est. Cost $80.22 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $47 Shares 154 Est. Cost $325.21 Unrealized -9.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $46 Shares 454 Est. Cost $90.07 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $46 Shares 325 Est. Cost $99.37 Unrealized +36.1%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $46 Shares 5,752 Est. Cost $9.12 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $45 Shares 545 Est. Cost $84.31 Unrealized -4.1%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $44 Shares 820 Est. Cost $92.11 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $44 Shares 3,479 Est. Cost $14.57 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $43 Shares 2,700 Est. Cost $18.49 Unrealized
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $42 Shares 508 Est. Cost $68.00 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $44.00 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $42 Shares 400 Est. Cost $65.33 Unrealized +43.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $40 Shares 532 Est. Cost $117.95 Unrealized -34.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $40 Shares 401 Est. Cost $67.60 Unrealized +47.2%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $40 Shares 1,650 Est. Cost $24.01 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $39 Shares 640 Est. Cost $65.24 Unrealized -18.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $38 Shares 621 Est. Cost $47.59 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $37 Shares 555 Est. Cost $51.06 Unrealized +12.1%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $37 Shares 545 Est. Cost $50.23 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $36 Shares 247 Est. Cost $44.42 Unrealized +3.1%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $36 Shares 230 Est. Cost $156.78 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $35 Shares 982 Est. Cost $29.74 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $35 Shares 202 Est. Cost $113.98 Unrealized +50.9%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $34 Shares 460 Est. Cost $54.67 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $33 Shares 660 Est. Cost $38.41 Unrealized
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $33 Shares 650 Est. Cost $39.57 Unrealized +10.9%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $33 Shares 303 Est. Cost $208.73 Unrealized -44.6%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $33 Shares 1,074 Est. Cost $30.30 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $33 Shares 267 Est. Cost $95.17 Unrealized +20.4%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $32 Shares 628 Est. Cost $37.85 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $32 Shares 280 Est. Cost $55.59 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $32 Shares 782 Est. Cost $37.56 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $32 Shares 478 Est. Cost $44.55 Unrealized
STPZ PIMCO 1-5 YEAR US TIPS INDEX ETF 0.0%
Value ($000) $31 Shares 611 Est. Cost $50.99 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $31 Shares 567 Est. Cost $32.94 Unrealized +43.6%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $31 Shares 399 Est. Cost $90.26 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $31 Shares 200 Est. Cost $121.57 Unrealized +11.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $31 Shares 300 Est. Cost $108.26 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $31 Shares 135 Est. Cost $217.74 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $31 Shares 705 Est. Cost $47.24 Unrealized -4.5%
NKE NIKE INC CL B 0.0%
Value ($000) $31 Shares 249 Est. Cost $95.94 Unrealized +21.6%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $30 Shares 105 Est. Cost $248.47 Unrealized +3.7%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $30 Shares 190 Est. Cost $150.99 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $30 Shares 770 Est. Cost $30.41 Unrealized +12.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $29 Shares 1,341 Est. Cost $25.37 Unrealized -18.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $29 Shares 1,875 Est. Cost $33.77 Unrealized -50.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $29 Shares 276 Est. Cost $97.06 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $29 Shares 295 Est. Cost $96.70 Unrealized
JEPQ J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $28 Shares 625 Est. Cost $41.60 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $28 Shares 138 Est. Cost $200.49 Unrealized -5.4%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $37.13 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $28 Shares 367 Est. Cost $53.80 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $28 Shares 350 Est. Cost $66.03 Unrealized +1.1%
NMTC NEUROONE MED TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $27 Shares 16,833 Est. Cost $1.54 Unrealized 0.0%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $26 Shares 2,213 Est. Cost $11.62 Unrealized
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $26 Shares 3,209 Est. Cost $18.85 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $26 Shares 46 Est. Cost $345.46 Unrealized +48.1%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $25 Shares 1,245 Est. Cost $20.60 Unrealized
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $25 Shares 1,386 Est. Cost $18.85 Unrealized -0.9%
EXC EXELON CORP COM 0.0%
Value ($000) $25 Shares 588 Est. Cost $33.67 Unrealized +11.1%
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $25 Shares 297 Est. Cost $87.29 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $24 Shares 135 Est. Cost $164.64 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $24 Shares 538 Est. Cost $47.48 Unrealized
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $24 Shares 2,060 Est. Cost $11.71 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $24 Shares 2,100 Est. Cost $14.91 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $24 Shares 253 Est. Cost $79.73 Unrealized +4.8%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $24 Shares 430 Est. Cost $55.36 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $24 Shares 315 Est. Cost $31.29 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $23 Shares 199 Est. Cost $109.73 Unrealized -5.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $23 Shares 1,020 Est. Cost $42.16 Unrealized
TRNS TRANSCAT INC COM 0.0%
Value ($000) $22 Shares 250 Est. Cost $30.00 Unrealized +183.7%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $22 Shares 105 Est. Cost $210.92 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $22 Shares 521 Est. Cost $32.63 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $21 Shares 613 Est. Cost $8.39 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $36.84 Unrealized -2.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $21 Shares 281 Est. Cost $57.94 Unrealized +20.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $21 Shares 146 Est. Cost $144.55 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $8.80 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $21 Shares 1,650 Est. Cost $10.19 Unrealized +0.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $20 Shares 423 Est. Cost $31.70 Unrealized
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $20 Shares 820 Est. Cost $34.10 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 52 Est. Cost $307.69 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $20 Shares 70 Est. Cost $188.81 Unrealized +35.3%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $20 Shares 45 Est. Cost $403.55 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $20 Shares 366 Est. Cost $48.97 Unrealized
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $20 Shares 387 Est. Cost $50.76 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $20 Shares 2,174 Est. Cost $10.56 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $19 Shares 93 Est. Cost $193.55 Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $18 Shares 1,481 Est. Cost $12.47 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $18 Shares 268 Est. Cost $56.00 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $18 Shares 630 Est. Cost $37.76 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $17 Shares 800 Est. Cost $22.62 Unrealized -2.9%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $17 Shares 436 Est. Cost $43.38 Unrealized -9.9%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $17 Shares 219 Est. Cost $47.25 Unrealized +67.3%
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $17 Shares 400 Est. Cost $35.00 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $17 Shares 900 Est. Cost $12.22 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $17 Shares 612 Est. Cost $25.20 Unrealized +1.6%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $17 Shares 250 Est. Cost $73.33 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $53.02 Unrealized +15.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $17 Shares 321 Est. Cost $62.23 Unrealized +12.8%
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $17 Shares 395 Est. Cost $48.10 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $16 Shares 358 Est. Cost $11.49 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $16 Shares 549 Est. Cost $21.35 Unrealized +27.2%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $120.11 Unrealized +27.0%
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $16 Shares 4,417 Est. Cost $3.47 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $16 Shares 437 Est. Cost $28.15 Unrealized +30.3%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $16 Shares 44 Est. Cost $266.70 Unrealized +34.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $14.00 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $16 Shares 806 Est. Cost $21.51 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $16 Shares 68 Est. Cost $264.71 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $15 Shares 337 Est. Cost $42.09 Unrealized +6.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $15 Shares 165 Est. Cost $51.54 Unrealized
GNSS GENASYS INC COM 0.0%
Value ($000) $15 Shares 5,000 Est. Cost $2.89 Unrealized +23.4%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $15 Shares 229 Est. Cost $50.38 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $14 Shares 48 Est. Cost $276.04 Unrealized +6.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $14 Shares 170 Est. Cost $71.08 Unrealized 0.0%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $14 Shares 438 Est. Cost $27.26 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $14 Shares 145 Est. Cost $99.95 Unrealized +1.4%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 175 Est. Cost $75.55 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $13 Shares 157 Est. Cost $75.26 Unrealized +7.4%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $13 Shares 352 Est. Cost $38.86 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $13 Shares 138 Est. Cost $88.14 Unrealized
COHEN & STEERS SELECT PFD & IN COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $22.86 Unrealized
COHEN & STEERS TAX ADVAN PFD S COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $21.43 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $12 Shares 49 Est. Cost $304.63 Unrealized -22.2%
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $12 Shares 1,900 Est. Cost $8.12 Unrealized -21.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $12 Shares 300 Est. Cost $43.33 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $12 Shares 191 Est. Cost $49.42 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $14.00 Unrealized
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $12 Shares 850 Est. Cost $20.00 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $12 Shares 103 Est. Cost $107.43 Unrealized +20.9%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $12 Shares 371 Est. Cost $26.95 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $11 Shares 286 Est. Cost $31.23 Unrealized +14.8%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 167 Est. Cost $65.82 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 148 Est. Cost $78.87 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $11 Shares 68 Est. Cost $120.22 Unrealized +34.6%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $11 Shares 135 Est. Cost $68.06 Unrealized +21.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $11 Shares 370 Est. Cost $26.86 Unrealized +9.6%
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $11 Shares 157 Est. Cost $30.81 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $28.00 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $10 Shares 1,228 Est. Cost $0.52 Unrealized
HIGHLAND INCOME FD HIGHLAND INCOME 0.0%
Value ($000) $10 Shares 1,125 Est. Cost $10.67 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $10 Shares 346 Est. Cost $36.92 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $10 Shares 400 Est. Cost $24.95 Unrealized -11.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $85.27 Unrealized -4.6%
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $10 Shares 1,521 Est. Cost $8.82 Unrealized -26.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $10 Shares 112 Est. Cost $62.82 Unrealized +31.5%
DOV DOVER CORP COM 0.0%
Value ($000) $10 Shares 64 Est. Cost $141.72 Unrealized 0.0%
TEXTAINER GROUP HOLDINGS LTD SHS 0.0%
Value ($000) $10 Shares 300 Est. Cost $0.03 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $10 Shares 800 Est. Cost $16.25 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $9 Shares 117 Est. Cost $63.23 Unrealized +19.6%
TPR TAPESTRY INC COM 0.0%
Value ($000) $9 Shares 212 Est. Cost $39.42 Unrealized +0.6%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $234.79 Unrealized +0.4%
ICUI ICU MED INC COM 0.0%
Value ($000) $9 Shares 54 Est. Cost $205.72 Unrealized -16.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $9 Shares 187 Est. Cost $40.41 Unrealized +9.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $9 Shares 130 Est. Cost $60.67 Unrealized -6.3%
LIVENT CORP COM 0.0%
Value ($000) $9 Shares 395 Est. Cost $24.00 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $9 Shares 251 Est. Cost $39.75 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 102 Est. Cost $55.34 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $8 Shares 900 Est. Cost $54.63 Unrealized -77.9%
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $8 Shares 1,040 Est. Cost $7.62 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.16 Unrealized +35.4%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $8 Shares 425 Est. Cost $16.75 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $8 Shares 245 Est. Cost $29.04 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $8 Shares 42 Est. Cost $161.31 Unrealized +0.4%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 95 Est. Cost $82.16 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $22.86 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $8 Shares 250 Est. Cost $28.59 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $7 Shares 950 Est. Cost $7.19 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $7 Shares 194 Est. Cost $35.07 Unrealized -1.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $7 Shares 102 Est. Cost $29.29 Unrealized -2.1%
MMS MAXIMUS INC COM 0.0%
Value ($000) $7 Shares 93 Est. Cost $76.52 Unrealized +0.6%
APTIV PLC SHS 0.0%
Value ($000) $7 Shares 65 Est. Cost $123.08 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $96.06 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.16 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 191 Est. Cost $45.80 Unrealized -11.6%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $7 Shares 388 Est. Cost $20.69 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $7 Shares 736 Est. Cost $12.24 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $52.51 Unrealized +12.6%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.00 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $182.23 Unrealized -66.2%
PSFE PAYSAFE LIMITED SHS 0.0%
Value ($000) $7 Shares 384 Est. Cost $16.16 Unrealized +20.4%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $7 Shares 156 Est. Cost $37.98 Unrealized +4.4%
MPX MARINE PRODS CORP COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $7.79 Unrealized +32.7%
LITHIUM AMERS CORP NEW COM NEW 0.0%
Value ($000) $7 Shares 300 Est. Cost $30.00 Unrealized
CDP CORPORATE OFFICE PPTYS TR SH BEN INT 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
GOOD GLADSTONE COMMERCIAL CORP COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.63 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $228.13 Unrealized -1.8%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $6 Shares 426 Est. Cost $15.05 Unrealized -5.7%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $6 Shares 120 Est. Cost $69.49 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $6 Shares 64 Est. Cost $129.93 Unrealized -20.0%
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $6 Shares 231 Est. Cost $23.38 Unrealized +15.3%
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $6 Shares 324 Est. Cost $30.97 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $6 Shares 63 Est. Cost $91.89 Unrealized +3.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $149.14 Unrealized -29.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $116.26 Unrealized 0.0%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $6 Shares 185 Est. Cost $54.05 Unrealized
BLUESTAR ISRAEL TECHNOLOGY ETF BLUESTAR ISRAEL TECHNOLOGY FUND 0.0%
Value ($000) $6 Shares 125 Est. Cost $40.00 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $115.08 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $6 Shares 69 Est. Cost $74.27 Unrealized 0.0%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $6 Shares 503 Est. Cost $13.29 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $131.95 Unrealized -26.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $50.86 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $6 Shares 55 Est. Cost $77.73 Unrealized +18.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $5 Shares 40 Est. Cost $186.36 Unrealized -37.9%
EBAY EBAY INC. COM 0.0%
Value ($000) $5 Shares 120 Est. Cost $49.14 Unrealized -11.8%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $65.65 Unrealized -18.7%
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $5 Shares 111 Est. Cost $47.81 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $5 Shares 206 Est. Cost $23.61 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $486.73 Unrealized -39.4%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 78 Est. Cost $20.64 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $20.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 490 Est. Cost $13.11 Unrealized -26.1%
CITIUS PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $5 Shares 4,000 Est. Cost $1.17 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $18.63 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $4 Shares 225 Est. Cost $21.68 Unrealized -6.2%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $179.93 Unrealized -60.0%
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $4 Shares 126 Est. Cost $27.67 Unrealized
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $4 Shares 1,200 Est. Cost $32.17 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $50.58 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $4 Shares 59 Est. Cost $61.51 Unrealized +2.4%
BLACK KNIGHT INC COM 0.0%
Value ($000) $4 Shares 70 Est. Cost $43.25 Unrealized
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 +12.6%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $85.90 Unrealized -31.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $15.68 Unrealized
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value ($000) $4 Shares 361 Est. Cost $10.53 Unrealized
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $4 Shares 320 Est. Cost $15.63 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $132.88 Unrealized -15.8%
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 220 Est. Cost $40.95 Unrealized -62.1%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $118.06 Unrealized
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $3 Shares 276 Est. Cost $14.49 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $3 Shares 58 Est. Cost $55.38 Unrealized +11.5%
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $52.56 Unrealized -7.7%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $3 Shares 94 Est. Cost $31.76 Unrealized -2.8%
BBUC BROOKFIELD BUSINESS CORP CL A EXC SUB VTG 0.0%
Value ($000) $3 Shares 162 Est. Cost $30.46 Unrealized -36.3%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $32.42 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $3 Shares 47 Est. Cost $64.61 Unrealized 0.0%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.42 Unrealized -0.3%
WELL WELLTOWER INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $75.03 Unrealized -9.7%
NIO NIO INC SPON ADS 0.0%
Value ($000) $3 Shares 250 Est. Cost $42.20 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $3 Shares 64 Est. Cost $26.89 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.37 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $3 Shares 62 Est. Cost $16.13 Unrealized
XSHD INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $96.52 Unrealized +19.8%
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $36.44 Unrealized -54.7%
BIOTRICITY INC COM 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $0.47 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $41.44 Unrealized +251.7%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $63.56 Unrealized
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $2 Shares 77 Est. Cost $74.02 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.90 Unrealized +10.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.79 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $154.96 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $84.81 Unrealized -69.0%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $2 Shares 91 Est. Cost $23.84 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $68.07 Unrealized -19.3%
BROOKFIELD REINS LTD CL A EXCH LT VTG 0.0%
Value ($000) $2 Shares 65 Est. Cost $0.03 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $58.21 Unrealized +38.1%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $75.00 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $53.46 Unrealized 0.0%
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.23 Unrealized 0.0%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $51.25 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $98.93 Unrealized -5.6%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $2 Shares 216 Est. Cost $16.97 Unrealized -48.4%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.94 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $58.40 Unrealized -46.1%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $37.30 Unrealized +60.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $41.70 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.46 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $18.57 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.86 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.64 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +72.4%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $56.16 Unrealized -55.9%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
SPHR MADISON SQUARE GRDN ENTERTNMNT CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $24.97 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.13 Unrealized -17.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.19 Unrealized -26.8%
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $35.66 Unrealized +32.9%
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.21 Unrealized +16.8%
OI O-I GLASS INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $10.91 Unrealized +92.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.76 Unrealized 0.0%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.18 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $18.71 Unrealized 0.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $162.03 Unrealized -83.5%
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.48 Unrealized -46.6%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $25.76 Unrealized -26.1%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $278.07 Unrealized
ATON PORTAGE BIOTECH INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $377.13 Unrealized -77.4%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.13 Unrealized
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.40 Unrealized
APREA THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.44 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.32 Unrealized -50.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.84 Unrealized +148.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MIND MEDICINE MINDMED INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.70 Unrealized 0.0%
TDUP THREDUP INC CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $24.20 Unrealized -92.3%
CYCLO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.21 Unrealized -22.6%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.54 Unrealized +55.7%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 115 Est. Cost $42.25 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $0 Shares 184 Est. Cost $16.75 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $0 Shares 64 Est. Cost $16.00 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized +17.7%
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 0.0%
Value ($000) $0 Shares 10 Est. Cost 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%
BELLICUM PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.30 Unrealized -14.8%
VOXELJET AG ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
AGENUS INC COM NEW 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
POLARITYTE INC COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
AETHLON MED INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
RIBT RICEBRAN TECHNOLOGIES COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.90 Unrealized -64.0%