Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 27, 2023

Total Value ($000): $352,337 (100.0% shares, 0.0% debt)

Holdings (591)

MSFT MICROSOFT CORP COM 5.4%
Value ($000) $19,044 Shares 60,315 Est. Cost $136.63 Unrealized +137.6%
AVGO BROADCOM INC COM 4.1%
Value ($000) $14,311 Shares 17,230 Est. Cost $28.49 Unrealized +194.8%
JNJ JOHNSON & JOHNSON COM 3.6%
Value ($000) $12,607 Shares 80,944 Est. Cost $141.83 Unrealized +8.1%
UNH UNITEDHEALTH GROUP INC COM 3.0%
Value ($000) $10,598 Shares 21,020 Est. Cost $264.21 Unrealized +77.9%
BX BLACKSTONE INC COM 2.9%
Value ($000) $10,377 Shares 96,859 Est. Cost $43.20 Unrealized +125.5%
JPM JPMORGAN CHASE & CO COM 2.5%
Value ($000) $8,698 Shares 59,978 Est. Cost $99.36 Unrealized +43.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.3%
Value ($000) $8,101 Shares 93,226 Est. Cost $49.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.3%
Value ($000) $8,036 Shares 22,940 Est. Cost $227.78 Unrealized +55.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.2%
Value ($000) $7,896 Shares 159,421 Est. Cost $43.61 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.1%
Value ($000) $7,413 Shares 56,651 Est. Cost $108.48 Unrealized +18.4%
AAPL APPLE INC COM 1.9%
Value ($000) $6,571 Shares 38,379 Est. Cost $128.39 Unrealized +41.2%
WSO WATSCO INC COM 1.8%
Value ($000) $6,449 Shares 17,074 Est. Cost $231.95 Unrealized +55.9%
CRH CRH PLC ORD 1.7%
Value ($000) $5,920 Shares 108,425 Est. Cost $54.36 Unrealized 0.0%
V VISA INC COM CL A 1.6%
Value ($000) $5,578 Shares 24,253 Est. Cost $157.75 Unrealized +49.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.5%
Value ($000) $5,228 Shares 17,023 Est. Cost $197.70 Unrealized +54.0%
VRTX VERTEX PHARMACEUTICALS INC COM 1.5%
Value ($000) $5,145 Shares 14,795 Est. Cost $196.04 Unrealized +78.4%
LIN LINDE PLC SHS 1.4%
Value ($000) $4,979 Shares 13,371 Est. Cost $325.56 Unrealized +13.4%
PWR QUANTA SVCS INC COM 1.3%
Value ($000) $4,695 Shares 25,097 Est. Cost $124.93 Unrealized +60.0%
GLD SPDR GOLD SHARES 1.3%
Value ($000) $4,620 Shares 26,947 Est. Cost $155.11 Unrealized
ABBV ABBVIE INC COM 1.3%
Value ($000) $4,555 Shares 30,555 Est. Cost $78.11 Unrealized +73.3%
CSL CARLISLE COS INC COM 1.2%
Value ($000) $4,403 Shares 16,984 Est. Cost $155.74 Unrealized +67.4%
TMO THERMO FISHER SCIENTIFIC INC COM 1.2%
Value ($000) $4,212 Shares 8,322 Est. Cost $305.46 Unrealized +73.1%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.1%
Value ($000) $4,043 Shares 80,249 Est. Cost $45.85 Unrealized
CB CHUBB LIMITED COM 1.1%
Value ($000) $3,970 Shares 19,069 Est. Cost $131.80 Unrealized +49.3%
ETN EATON CORP PLC SHS 1.1%
Value ($000) $3,905 Shares 18,311 Est. Cost $141.63 Unrealized +48.1%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $3,868 Shares 71,944 Est. Cost $39.23 Unrealized +28.2%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.0%
Value ($000) $3,587 Shares 66,973 Est. Cost $31.23 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 1.0%
Value ($000) $3,569 Shares 43,312 Est. Cost $56.57 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $3,428 Shares 25,999 Est. Cost $109.69 Unrealized +17.7%
MPC MARATHON PETE CORP COM 1.0%
Value ($000) $3,363 Shares 22,219 Est. Cost $69.31 Unrealized +91.4%
KO COCA COLA CO COM 0.9%
Value ($000) $3,307 Shares 59,082 Est. Cost $54.97 Unrealized +1.4%
LECO LINCOLN ELEC HLDGS INC COM 0.9%
Value ($000) $3,253 Shares 17,893 Est. Cost $145.85 Unrealized +31.0%
VMC VULCAN MATLS CO COM 0.9%
Value ($000) $3,206 Shares 15,869 Est. Cost $130.67 Unrealized +63.6%
UPS UNITED PARCEL SERVICE INC CL B 0.9%
Value ($000) $3,189 Shares 20,461 Est. Cost $143.23 Unrealized +5.9%
KVUE KENVUE INC COM 0.9%
Value ($000) $3,171 Shares 157,911 Est. Cost $21.04 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $3,107 Shares 7,596 Est. Cost $309.48 Unrealized +34.1%
STE STERIS PLC SHS USD 0.9%
Value ($000) $3,087 Shares 14,070 Est. Cost $152.86 Unrealized +44.9%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,926 Shares 9,684 Est. Cost $213.74 Unrealized +41.7%
EOG EOG RES INC COM 0.8%
Value ($000) $2,900 Shares 22,874 Est. Cost $83.32 Unrealized +40.6%
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $2,892 Shares 56,832 Est. Cost $50.58 Unrealized
NEE NEXTERA ENERGY INC COM 0.8%
Value ($000) $2,744 Shares 47,892 Est. Cost $62.50 Unrealized +3.1%
PEP PEPSICO INC COM 0.8%
Value ($000) $2,739 Shares 16,168 Est. Cost $110.51 Unrealized +51.3%
ELV ELEVANCE HEALTH INC COM 0.8%
Value ($000) $2,727 Shares 6,262 Est. Cost $453.92 Unrealized -3.8%
NOC NORTHROP GRUMMAN CORP COM 0.8%
Value ($000) $2,720 Shares 6,180 Est. Cost $306.39 Unrealized +37.6%
TOTALENERGIES SE SPONSORED ADS 0.8%
Value ($000) $2,697 Shares 41,015 Est. Cost $53.10 Unrealized
BAC BANK AMERICA CORP COM 0.8%
Value ($000) $2,679 Shares 97,851 Est. Cost $25.34 Unrealized +9.8%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.7%
Value ($000) $2,634 Shares 14,708 Est. Cost $112.30 Unrealized +51.6%
PKG PACKAGING CORP AMER COM 0.7%
Value ($000) $2,514 Shares 16,372 Est. Cost $93.71 Unrealized +45.9%
CDW CDW CORP COM 0.7%
Value ($000) $2,489 Shares 12,338 Est. Cost $132.40 Unrealized +46.0%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.7%
Value ($000) $2,427 Shares 95,710 Est. Cost $25.62 Unrealized
AMZN AMAZON COM INC COM 0.7%
Value ($000) $2,424 Shares 19,067 Est. Cost $125.20 Unrealized +7.0%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.7%
Value ($000) $2,414 Shares 97,600 Est. Cost $25.55 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $2,332 Shares 49,007 Est. Cost $45.51 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.7%
Value ($000) $2,325 Shares 32,855 Est. Cost $72.62 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $2,248 Shares 38,724 Est. Cost $49.69 Unrealized +9.4%
PCAR PACCAR INC COM 0.6%
Value ($000) $2,219 Shares 26,105 Est. Cost $56.71 Unrealized +35.3%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.6%
Value ($000) $2,177 Shares 94,804 Est. Cost $27.29 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.6%
Value ($000) $1,971 Shares 39,555 Est. Cost $52.36 Unrealized
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $1,950 Shares 16,582 Est. Cost $51.24 Unrealized +97.1%
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,860 Shares 18,065 Est. Cost $63.31 Unrealized +57.7%
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,794 Shares 16,933 Est. Cost $67.88 Unrealized +66.1%
RTX RTX CORPORATION COM 0.5%
Value ($000) $1,714 Shares 23,817 Est. Cost $70.27 Unrealized +15.6%
ABT ABBOTT LABS COM 0.5%
Value ($000) $1,597 Shares 16,487 Est. Cost $89.61 Unrealized +12.1%
JEPQ J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $1,581 Shares 33,691 Est. Cost $46.92 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.4%
Value ($000) $1,519 Shares 89,974 Est. Cost $20.19 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.4%
Value ($000) $1,413 Shares 29,511 Est. Cost $50.76 Unrealized
LOW LOWES COS INC COM 0.4%
Value ($000) $1,372 Shares 6,603 Est. Cost $154.03 Unrealized +39.5%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $1,359 Shares 14,022 Est. Cost $105.49 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,317 Shares 4,998 Est. Cost $171.76 Unrealized +56.9%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $1,308 Shares 3,007 Est. Cost $38.99 Unrealized +14.8%
WST WEST PHARMACEUTICAL SVSC INC COM 0.4%
Value ($000) $1,304 Shares 3,475 Est. Cost $251.66 Unrealized +52.7%
RSG REPUBLIC SVCS INC COM 0.4%
Value ($000) $1,263 Shares 8,863 Est. Cost $123.71 Unrealized +16.6%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,245 Shares 6,741 Est. Cost $154.97 Unrealized +12.2%
PH PARKER-HANNIFIN CORP COM 0.3%
Value ($000) $1,215 Shares 3,118 Est. Cost $320.41 Unrealized +22.2%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $1,163 Shares 6,686 Est. Cost $130.91 Unrealized +35.2%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $1,143 Shares 4,185 Est. Cost $167.62 Unrealized +56.0%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,120 Shares 9,281 Est. Cost $86.76 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.3%
Value ($000) $1,035 Shares 42,488 Est. Cost $25.79 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $1,007 Shares 23,275 Est. Cost $31.11 Unrealized
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,001 Shares 34,993 Est. Cost $39.35 Unrealized -31.0%
DE DEERE & CO COM 0.3%
Value ($000) $996 Shares 2,640 Est. Cost $337.66 Unrealized +17.9%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $992 Shares 6,238 Est. Cost $119.19 Unrealized +33.3%
CCI CROWN CASTLE INC COM 0.3%
Value ($000) $990 Shares 10,762 Est. Cost $114.28 Unrealized -20.9%
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $983 Shares 11,700 Est. Cost $36.00 Unrealized +17.1%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $973 Shares 3,433 Est. Cost $198.89 Unrealized +38.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $900 Shares 5,167 Est. Cost $185.21 Unrealized -5.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.2%
Value ($000) $787 Shares 24,846 Est. Cost $27.08 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $780 Shares 13,710 Est. Cost $48.85 Unrealized +16.1%
BN BROOKFIELD CORP CL A LTD VT SH 0.2%
Value ($000) $769 Shares 24,587 Est. Cost $21.90 Unrealized +1.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $760 Shares 15,147 Est. Cost $49.39 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $740 Shares 24,280 Est. Cost $27.91 Unrealized +10.0%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $717 Shares 12,007 Est. Cost $47.08 Unrealized
CI THE CIGNA GROUP COM 0.2%
Value ($000) $698 Shares 2,439 Est. Cost $218.60 Unrealized +24.8%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $672 Shares 9,922 Est. Cost $52.07 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $645 Shares 20,138 Est. Cost $31.44 Unrealized
DIVB ISHARES CORE DIVIDEND ETF 0.2%
Value ($000) $640 Shares 17,200 Est. Cost $29.28 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $633 Shares 3,967 Est. Cost $137.18 Unrealized
NTR NUTRIEN LTD COM 0.2%
Value ($000) $592 Shares 9,588 Est. Cost $62.98 Unrealized -7.5%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $569 Shares 1,757 Est. Cost $209.92 Unrealized +50.2%
DTE DTE ENERGY CO COM 0.2%
Value ($000) $551 Shares 5,545 Est. Cost $81.39 Unrealized +21.4%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $535 Shares 23,125 Est. Cost $26.97 Unrealized
XYL XYLEM INC COM 0.2%
Value ($000) $531 Shares 5,836 Est. Cost $79.46 Unrealized +26.2%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $502 Shares 889 Est. Cost $406.08 Unrealized +31.1%
HUBB HUBBELL INC COM 0.1%
Value ($000) $495 Shares 1,579 Est. Cost $258.66 Unrealized +19.2%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $484 Shares 4,032 Est. Cost $90.64 Unrealized +14.0%
TILRAY BRANDS INC COM 0.1%
Value ($000) $478 Shares 200,020 Est. Cost $15.22 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $473 Shares 11,477 Est. Cost $42.16 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $471 Shares 5,090 Est. Cost $55.66 Unrealized +54.8%
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.1%
Value ($000) $468 Shares 18,321 Est. Cost $25.71 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $455 Shares 2,696 Est. Cost $132.28 Unrealized +10.2%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $447 Shares 14,708 Est. Cost $30.38 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $402 Shares 2,376 Est. Cost $163.27 Unrealized +8.6%
INTC INTEL CORP COM 0.1%
Value ($000) $390 Shares 10,968 Est. Cost $48.68 Unrealized -29.7%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.1%
Value ($000) $381 Shares 14,819 Est. Cost $26.06 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $376 Shares 3,600 Est. Cost $108.03 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $370 Shares 8,009 Est. Cost $37.93 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.1%
Value ($000) $363 Shares 5,418 Est. Cost $60.45 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $352 Shares 5,463 Est. Cost $47.64 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $347 Shares 10,701 Est. Cost $38.49 Unrealized -24.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $339 Shares 3,750 Est. Cost $57.60 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $338 Shares 2,268 Est. Cost $96.32 Unrealized +65.0%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $329 Shares 4,525 Est. Cost $78.01 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $316 Shares 1,602 Est. Cost $148.41 Unrealized +38.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $308 Shares 4,542 Est. Cost $59.16 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $306 Shares 3,583 Est. Cost $63.87 Unrealized +31.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $305 Shares 1,498 Est. Cost $175.70 Unrealized +17.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $302 Shares 1,124 Est. Cost $215.24 Unrealized +7.7%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $299 Shares 557 Est. Cost $142.15 Unrealized +256.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $299 Shares 1,200 Est. Cost $208.76 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $296 Shares 3,148 Est. Cost $84.71 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $284 Shares 7,978 Est. Cost $29.29 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $283 Shares 8,434 Est. Cost $30.11 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $283 Shares 4,769 Est. Cost $66.17 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $279 Shares 19,500 Est. Cost $13.57 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $273 Shares 8,251 Est. Cost $28.31 Unrealized
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $272 Shares 3,285 Est. Cost $57.20 Unrealized
ISHARES IBONDS DEC 2023 TERM TREASURY ETF 0.1%
Value ($000) $269 Shares 10,835 Est. Cost $17.45 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $269 Shares 629 Est. Cost $42.20 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $269 Shares 2,124 Est. Cost $149.08 Unrealized -19.2%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $267 Shares 6,361 Est. Cost $25.53 Unrealized +42.7%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $266 Shares 3,535 Est. Cost $61.84 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $262 Shares 1,720 Est. Cost $140.90 Unrealized +10.7%
T AT&T INC COM 0.1%
Value ($000) $260 Shares 17,286 Est. Cost $15.62 Unrealized -17.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $237 Shares 1,447 Est. Cost $70.09 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $231 Shares 1,180 Est. Cost $111.72 Unrealized +76.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $231 Shares 3,326 Est. Cost $42.99 Unrealized +56.3%
CMI CUMMINS INC COM 0.1%
Value ($000) $228 Shares 1,000 Est. Cost $222.96 Unrealized +2.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $218 Shares 13,600 Est. Cost $24.69 Unrealized -35.5%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $216 Shares 5,500 Est. Cost $39.19 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $215 Shares 2,855 Est. Cost $68.63 Unrealized +8.4%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.1%
Value ($000) $205 Shares 6,162 Est. Cost $27.10 Unrealized +14.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $201 Shares 1,943 Est. Cost $85.02 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $201 Shares 2,900 Est. Cost $69.14 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $200 Shares 2,139 Est. Cost $126.87 Unrealized -37.3%
CCJ CAMECO CORP COM 0.1%
Value ($000) $199 Shares 5,025 Est. Cost $31.57 Unrealized +11.4%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $197 Shares 3,600 Est. Cost $54.02 Unrealized +3.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $196 Shares 7,160 Est. Cost $22.90 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $196 Shares 1,600 Est. Cost $100.09 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.1%
Value ($000) $192 Shares 7,729 Est. Cost $31.53 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $191 Shares 486 Est. Cost $279.47 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $188 Shares 5,670 Est. Cost $29.31 Unrealized +4.3%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $186 Shares 1,615 Est. Cost $117.77 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $185 Shares 560 Est. Cost $112.25 Unrealized +194.5%
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $184 Shares 1,989 Est. Cost $68.42 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $179 Shares 1,154 Est. Cost $153.20 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $179 Shares 1,090 Est. Cost $171.83 Unrealized -2.4%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $173 Shares 1,883 Est. Cost $82.15 Unrealized +13.3%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $169 Shares 2,668 Est. Cost $57.97 Unrealized 0.0%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $166 Shares 2,184 Est. Cost $59.81 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $164 Shares 7,333 Est. Cost $27.26 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $161 Shares 3,600 Est. Cost $44.64 Unrealized 0.0%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $160 Shares 1,595 Est. Cost $100.16 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $157 Shares 1,222 Est. Cost $98.55 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $154 Shares 1,166 Est. Cost $95.69 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $146 Shares 400 Est. Cost $390.04 Unrealized -1.1%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $145 Shares 1,495 Est. Cost $77.62 Unrealized +32.7%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $143 Shares 1,760 Est. Cost $110.56 Unrealized -24.5%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $141 Shares 2,673 Est. Cost $36.69 Unrealized +29.3%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $133 Shares 14,076 Est. Cost $12.34 Unrealized -21.7%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $121 Shares 800 Est. Cost $109.23 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.0%
Value ($000) $120 Shares 4,600 Est. Cost $26.64 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $120 Shares 2,083 Est. Cost $73.18 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $119 Shares 475 Est. Cost $183.61 Unrealized +35.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $119 Shares 260 Est. Cost $330.90 Unrealized +41.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $116 Shares 3,000 Est. Cost $23.30 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $116 Shares 572 Est. Cost $40.64 Unrealized +2.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $109 Shares 474 Est. Cost $140.59 Unrealized +63.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $108 Shares 775 Est. Cost $89.41 Unrealized +34.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $108 Shares 2,920 Est. Cost $45.85 Unrealized -16.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $108 Shares 1,663 Est. Cost $51.72 Unrealized +23.3%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $100 Shares 689 Est. Cost $131.63 Unrealized +9.5%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $99 Shares 6,413 Est. Cost $17.18 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $98 Shares 2,960 Est. Cost $29.32 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $97 Shares 150 Est. Cost $488.29 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $96 Shares 2,555 Est. Cost $75.29 Unrealized -46.7%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $96 Shares 223 Est. Cost $415.17 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $95 Shares 1,500 Est. Cost $45.69 Unrealized +35.4%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $95 Shares 217 Est. Cost $506.99 Unrealized -1.6%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $89 Shares 3,750 Est. Cost $23.91 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $88 Shares 1,750 Est. Cost $50.86 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $85 Shares 609 Est. Cost $93.86 Unrealized +40.4%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $84 Shares 1,199 Est. Cost $70.26 Unrealized -8.1%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $82 Shares 743 Est. Cost $109.35 Unrealized +0.6%
SYY SYSCO CORP COM 0.0%
Value ($000) $81 Shares 1,229 Est. Cost $56.69 Unrealized +18.3%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $81 Shares 800 Est. Cost $108.75 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $81 Shares 884 Est. Cost $97.20 Unrealized -4.9%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $80 Shares 1,247 Est. Cost $54.73 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $80 Shares 900 Est. Cost $163.91 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $79 Shares 1,030 Est. Cost $50.98 Unrealized +38.3%
LAM RESEARCH CORP COM 0.0%
Value ($000) $78 Shares 125 Est. Cost $536.00 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $77 Shares 1,401 Est. Cost $42.52 Unrealized +25.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $76 Shares 1,004 Est. Cost $71.57 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $75 Shares 295 Est. Cost $342.87 Unrealized -27.9%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $75 Shares 4,664 Est. Cost $23.09 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $74 Shares 1,387 Est. Cost $52.48 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $74 Shares 1,478 Est. Cost $58.30 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $74 Shares 2,568 Est. Cost $30.40 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $74 Shares 5,370 Est. Cost $16.06 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $73 Shares 844 Est. Cost $81.39 Unrealized -2.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $71 Shares 356 Est. Cost $118.80 Unrealized +75.7%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $70 Shares 1,767 Est. Cost $40.34 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $69 Shares 193 Est. Cost $208.02 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $67 Shares 740 Est. Cost $70.64 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $67 Shares 267 Est. Cost $226.09 Unrealized +13.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $65 Shares 1,014 Est. Cost $55.98 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $65 Shares 2,150 Est. Cost $36.05 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $64 Shares 1,640 Est. Cost $37.46 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $63 Shares 263 Est. Cost $201.75 Unrealized +14.6%
INTU INTUIT COM 0.0%
Value ($000) $63 Shares 123 Est. Cost $409.63 Unrealized +21.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $62 Shares 239 Est. Cost $241.03 Unrealized +7.2%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $61 Shares 2,130 Est. Cost $35.68 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $60 Shares 1,954 Est. Cost $27.87 Unrealized +9.7%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $59 Shares 420 Est. Cost $146.10 Unrealized -1.5%
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $58 Shares 500 Est. Cost $115.69 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $57 Shares 325 Est. Cost $178.22 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $57 Shares 1,944 Est. Cost $38.13 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $57 Shares 1,350 Est. Cost $0.04 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $57 Shares 514 Est. Cost $62.75 Unrealized +41.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $57 Shares 553 Est. Cost $111.23 Unrealized
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $56 Shares 903 Est. Cost $62.02 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $55 Shares 2,225 Est. Cost $25.75 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $55 Shares 2,055 Est. Cost $26.52 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $55 Shares 2,050 Est. Cost $37.07 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $54 Shares 530 Est. Cost $64.67 Unrealized +52.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $54 Shares 4,985 Est. Cost $18.44 Unrealized -32.3%
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $53 Shares 2,519 Est. Cost $28.98 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $53 Shares 2,175 Est. Cost $31.04 Unrealized -24.8%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $51 Shares 600 Est. Cost $54.72 Unrealized +45.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $50 Shares 1,525 Est. Cost $39.03 Unrealized -16.7%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $50 Shares 545 Est. Cost $84.31 Unrealized -0.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $49 Shares 560 Est. Cost $72.73 Unrealized +14.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $49 Shares 650 Est. Cost $80.35 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $49 Shares 154 Est. Cost $325.21 Unrealized +2.6%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $49 Shares 1,200 Est. Cost $40.51 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $48 Shares 700 Est. Cost $112.18 Unrealized -28.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $48 Shares 403 Est. Cost $67.60 Unrealized +59.6%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $48 Shares 632 Est. Cost $84.18 Unrealized -6.6%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $47 Shares 650 Est. Cost $112.17 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $47 Shares 869 Est. Cost $81.70 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $47 Shares 379 Est. Cost $128.86 Unrealized +3.0%
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value ($000) $45 Shares 4,482 Est. Cost $11.45 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 589 Est. Cost $80.22 Unrealized
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $44 Shares 5,752 Est. Cost $9.12 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $24.80 Unrealized +9.2%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $44 Shares 512 Est. Cost $68.00 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $43 Shares 224 Est. Cost $198.30 Unrealized +10.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $42 Shares 242 Est. Cost $158.91 Unrealized +11.4%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $42 Shares 1,209 Est. Cost $51.51 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $42 Shares 3,479 Est. Cost $14.57 Unrealized
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.0%
Value ($000) $40 Shares 1,549 Est. Cost $22.75 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $40 Shares 328 Est. Cost $99.37 Unrealized +28.0%
WMT WALMART INC COM 0.0%
Value ($000) $40 Shares 247 Est. Cost $44.42 Unrealized +16.6%
CHRS COHERUS BIOSCIENCES INC COM 0.0%
Value ($000) $39 Shares 10,474 Est. Cost $4.62 Unrealized 0.0%
BMI BADGER METER INC COM 0.0%
Value ($000) $38 Shares 267 Est. Cost $95.17 Unrealized +63.2%
VAL VALARIS LTD CL A 0.0%
Value ($000) $37 Shares 500 Est. Cost $73.45 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $37 Shares 400 Est. Cost $65.33 Unrealized +47.9%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $37 Shares 635 Est. Cost $47.84 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $37 Shares 1,150 Est. Cost $56.81 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $36 Shares 660 Est. Cost $38.41 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $36 Shares 982 Est. Cost $29.74 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $35 Shares 63 Est. Cost $114.08 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $34 Shares 4,609 Est. Cost $7.33 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $34 Shares 463 Est. Cost $54.67 Unrealized
KELLANOVA COM 0.0%
Value ($000) $33 Shares 559 Est. Cost $51.06 Unrealized +7.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $33 Shares 303 Est. Cost $208.73 Unrealized -40.7%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $33 Shares 202 Est. Cost $113.98 Unrealized +40.2%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $33 Shares 1,414 Est. Cost $20.23 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $35.19 Unrealized +71.3%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $32 Shares 399 Est. Cost $90.26 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $32 Shares 316 Est. Cost $90.07 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $32 Shares 190 Est. Cost $150.99 Unrealized +6.8%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $31 Shares 400 Est. Cost $77.80 Unrealized 0.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $30 Shares 300 Est. Cost $108.26 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $30 Shares 135 Est. Cost $217.74 Unrealized -3.0%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $30 Shares 650 Est. Cost $39.57 Unrealized +6.9%
DOW DOW INC COM 0.0%
Value ($000) $29 Shares 567 Est. Cost $32.94 Unrealized +40.6%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $29 Shares 237 Est. Cost $55.59 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $29 Shares 600 Est. Cost $92.11 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $29 Shares 105 Est. Cost $248.47 Unrealized +12.7%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $29 Shares 442 Est. Cost $44.55 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $121.57 Unrealized +21.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $28 Shares 300 Est. Cost $95.68 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $28 Shares 295 Est. Cost $96.70 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $26 Shares 300 Est. Cost $86.74 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $26 Shares 770 Est. Cost $30.41 Unrealized +0.3%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $26 Shares 636 Est. Cost $39.69 Unrealized +2.8%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $26 Shares 350 Est. Cost $66.03 Unrealized +8.7%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $26 Shares 2,213 Est. Cost $11.62 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $25 Shares 430 Est. Cost $55.36 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.46 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $25 Shares 2,239 Est. Cost $10.59 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $25 Shares 297 Est. Cost $87.29 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $25 Shares 342 Est. Cost $53.80 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $25 Shares 1,346 Est. Cost $25.37 Unrealized -30.4%
TRNS TRANSCAT INC COM 0.0%
Value ($000) $24 Shares 250 Est. Cost $30.00 Unrealized +218.6%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $24 Shares 705 Est. Cost $47.24 Unrealized -18.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $24 Shares 219 Est. Cost $47.25 Unrealized +114.7%
NKE NIKE INC CL B 0.0%
Value ($000) $24 Shares 250 Est. Cost $95.94 Unrealized +2.4%
MSCI MSCI INC COM 0.0%
Value ($000) $24 Shares 46 Est. Cost $345.46 Unrealized +47.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $24 Shares 538 Est. Cost $47.48 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $23 Shares 399 Est. Cost $117.95 Unrealized -44.9%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $23 Shares 1,245 Est. Cost $20.60 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $23 Shares 332 Est. Cost $69.25 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $23 Shares 199 Est. Cost $109.73 Unrealized +2.2%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $23 Shares 139 Est. Cost $169.70 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $22 Shares 590 Est. Cost $33.67 Unrealized +10.6%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $22 Shares 105 Est. Cost $210.92 Unrealized
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $22 Shares 2,060 Est. Cost $11.71 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $22 Shares 52 Est. Cost $307.69 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $22 Shares 426 Est. Cost $31.70 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $21 Shares 620 Est. Cost $8.69 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $120.11 Unrealized +73.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $21 Shares 146 Est. Cost $144.55 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $44.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $21 Shares 255 Est. Cost $79.73 Unrealized +0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $20 Shares 1,650 Est. Cost $10.19 Unrealized +8.9%
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $20 Shares 600 Est. Cost $34.02 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $20 Shares 135 Est. Cost $164.64 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $20 Shares 281 Est. Cost $57.94 Unrealized +22.3%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $20 Shares 1,518 Est. Cost $12.50 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $20 Shares 93 Est. Cost $193.55 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $20 Shares 315 Est. Cost $62.30 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $19 Shares 70 Est. Cost $188.81 Unrealized +46.9%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $19 Shares 564 Est. Cost $21.54 Unrealized +43.3%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $8.80 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $19 Shares 477 Est. Cost $37.56 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $18 Shares 275 Est. Cost $50.23 Unrealized
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $18 Shares 763 Est. Cost $34.10 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $18 Shares 323 Est. Cost $62.23 Unrealized -6.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $17 Shares 44 Est. Cost $266.70 Unrealized +48.6%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 350 Est. Cost $50.65 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $17 Shares 436 Est. Cost $43.38 Unrealized -16.6%
WEN WENDYS CO COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $22.62 Unrealized -7.7%
JOE ST JOE CO COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $57.76 Unrealized 0.0%
AVA AVISTA CORP COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $36.84 Unrealized -14.2%
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $16 Shares 4,417 Est. Cost $3.47 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $16 Shares 364 Est. Cost $35.81 Unrealized +15.9%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value ($000) $16 Shares 630 Est. Cost $25.45 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.00 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $16 Shares 900 Est. Cost $12.22 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $16 Shares 165 Est. Cost $51.54 Unrealized
STPZ PIMCO 1-5 YEAR US TIPS INDEX ETF 0.0%
Value ($000) $15 Shares 309 Est. Cost $50.99 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $15 Shares 48 Est. Cost $276.04 Unrealized +21.2%
NMTC NEUROONE MED TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $15 Shares 16,833 Est. Cost $1.54 Unrealized -27.7%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $15 Shares 145 Est. Cost $99.95 Unrealized +2.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $14 Shares 340 Est. Cost $42.09 Unrealized -0.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $14 Shares 438 Est. Cost $28.15 Unrealized +23.1%
PPL PPL CORP COM 0.0%
Value ($000) $14 Shares 612 Est. Cost $25.20 Unrealized -5.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $14 Shares 250 Est. Cost $53.02 Unrealized +4.1%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $14 Shares 157 Est. Cost $75.26 Unrealized +10.9%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $14 Shares 30 Est. Cost $403.55 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $14 Shares 814 Est. Cost $26.93 Unrealized -31.1%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $14 Shares 138 Est. Cost $88.14 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $14 Shares 500 Est. Cost $31.65 Unrealized 0.0%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $14 Shares 806 Est. Cost $21.51 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $14 Shares 68 Est. Cost $264.71 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $13 Shares 236 Est. Cost $50.57 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.00 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $13 Shares 68 Est. Cost $120.22 Unrealized +61.4%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $13 Shares 1,020 Est. Cost $42.16 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $13 Shares 137 Est. Cost $68.14 Unrealized +23.7%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $13 Shares 438 Est. Cost $27.26 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 175 Est. Cost $75.55 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $5.99 Unrealized +13.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $13 Shares 84 Est. Cost $151.82 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $13 Shares 94 Est. Cost $135.55 Unrealized
COHEN & STEERS SELECT PFD & IN COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $22.86 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $13 Shares 358 Est. Cost $11.49 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $13 Shares 1,521 Est. Cost $8.82 Unrealized -20.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $13 Shares 47 Est. Cost $266.00 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $218.44 Unrealized +0.8%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $12 Shares 104 Est. Cost $107.43 Unrealized +15.6%
COHEN & STEERS TAX ADVAN PFD S COM 0.0%
Value ($000) $12 Shares 700 Est. Cost $21.43 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $12 Shares 170 Est. Cost $71.08 Unrealized +2.0%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $73.33 Unrealized
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $11 Shares 1,900 Est. Cost $8.12 Unrealized -17.9%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 177 Est. Cost $65.71 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $11 Shares 191 Est. Cost $49.42 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $11 Shares 300 Est. Cost $43.33 Unrealized
TEXTAINER GROUP HOLDINGS LTD SHS 0.0%
Value ($000) $11 Shares 300 Est. Cost $0.03 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $11 Shares 366 Est. Cost $38.56 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 148 Est. Cost $78.87 Unrealized
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $11 Shares 850 Est. Cost $20.00 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $11 Shares 112 Est. Cost $62.82 Unrealized +45.1%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $11 Shares 400 Est. Cost $24.95 Unrealized +1.0%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $11 Shares 260 Est. Cost $29.39 Unrealized +20.2%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $11 Shares 351 Est. Cost $36.92 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $10 Shares 117 Est. Cost $63.23 Unrealized +35.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $10 Shares 370 Est. Cost $26.86 Unrealized +16.2%
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $10 Shares 800 Est. Cost $16.25 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $85.27 Unrealized +27.3%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $14.00 Unrealized
GNSS GENASYS INC COM 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $2.89 Unrealized +2.9%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $10 Shares 286 Est. Cost $31.23 Unrealized +7.9%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $10 Shares 320 Est. Cost $26.95 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $10 Shares 1,150 Est. Cost $0.52 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $9 Shares 900 Est. Cost $54.63 Unrealized -79.6%
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $9 Shares 235 Est. Cost $48.10 Unrealized
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 0.0%
Value ($000) $9 Shares 1,125 Est. Cost $10.67 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $9 Shares 64 Est. Cost $141.72 Unrealized -1.0%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $9 Shares 157 Est. Cost $56.54 Unrealized
MERC MERCER INTL INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.88 Unrealized 0.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $91.89 Unrealized +49.5%
CME CME GROUP INC COM 0.0%
Value ($000) $8 Shares 42 Est. Cost $161.31 Unrealized +11.7%
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 0.0%
Value ($000) $8 Shares 263 Est. Cost $32.16 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 103 Est. Cost $55.34 Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $8 Shares 1,026 Est. Cost $8.21 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $8 Shares 194 Est. Cost $45.71 Unrealized -11.0%
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.0%
Value ($000) $8 Shares 393 Est. Cost $9.78 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 95 Est. Cost $82.16 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $8 Shares 187 Est. Cost $40.41 Unrealized +0.1%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $8 Shares 250 Est. Cost $28.59 Unrealized +7.1%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $8 Shares 39 Est. Cost $304.63 Unrealized -27.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $8 Shares 130 Est. Cost $60.67 Unrealized +9.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $8 Shares 102 Est. Cost $29.29 Unrealized +2.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.16 Unrealized +28.1%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.86 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $7 Shares 395 Est. Cost $24.00 Unrealized
MPX MARINE PRODS CORP COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $7.79 Unrealized +62.2%
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
MMS MAXIMUS INC COM 0.0%
Value ($000) $7 Shares 93 Est. Cost $76.52 Unrealized +6.4%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.16 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $234.79 Unrealized -18.5%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $7 Shares 213 Est. Cost $29.04 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $7 Shares 381 Est. Cost $16.75 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $7 Shares 40 Est. Cost $186.36 Unrealized -16.6%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $7 Shares 64 Est. Cost $129.93 Unrealized -15.7%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $149.14 Unrealized -22.2%
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $6 Shares 232 Est. Cost $23.38 Unrealized +24.5%
ICUI ICU MED INC COM 0.0%
Value ($000) $6 Shares 54 Est. Cost $205.72 Unrealized -27.5%
APTIV PLC SHS 0.0%
Value ($000) $6 Shares 65 Est. Cost $123.08 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $6 Shares 28 Est. Cost $224.14 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $6 Shares 212 Est. Cost $39.42 Unrealized -13.0%
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.43 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $182.23 Unrealized -65.8%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $6 Shares 185 Est. Cost $54.05 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $6 Shares 113 Est. Cost $52.51 Unrealized -1.9%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $6 Shares 156 Est. Cost $37.98 Unrealized -3.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $50.86 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $65.65 Unrealized -19.3%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $5 Shares 69 Est. Cost $74.27 Unrealized +6.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $115.08 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 0.0%
Value ($000) $5 Shares 164 Est. Cost $31.96 Unrealized
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $50.76 Unrealized
BLUESTAR ISRAEL TECHNOLOGY ETF BLUESTAR ISRAEL TECHNOLOGY FUND 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $5 Shares 120 Est. Cost $69.49 Unrealized
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.01 Unrealized
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $5 Shares 111 Est. Cost $47.81 Unrealized
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value ($000) $5 Shares 140 Est. Cost $37.85 Unrealized 0.0%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $85.90 Unrealized -22.8%
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $5 Shares 324 Est. Cost $30.97 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $20.00 Unrealized
DIREXION DAILY S&P 500 BEAR 3X SHARES 0.0%
Value ($000) $5 Shares 310 Est. Cost $13.98 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 79 Est. Cost $21.17 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 -29.0%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $4 Shares 1,200 Est. Cost $32.17 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $166.46 Unrealized +28.2%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $18.63 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $179.93 Unrealized -61.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $4 Shares 417 Est. Cost $13.11 Unrealized -28.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $132.88 Unrealized +5.7%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $47.62 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $96.06 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 220 Est. Cost $40.95 Unrealized -56.1%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $16.36 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $4 Shares 225 Est. Cost $21.68 Unrealized -18.7%
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $55.38 Unrealized +4.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $4 Shares 94 Est. Cost $31.76 Unrealized +13.5%
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $52.56 Unrealized +6.9%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $131.95 Unrealized -42.3%
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $3 Shares 276 Est. Cost $14.49 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $118.06 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $61.47 Unrealized -15.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $75.03 Unrealized +4.1%
BBUC BROOKFIELD BUSINESS CORP CL A EXC SUB VTG 0.0%
Value ($000) $3 Shares 162 Est. Cost $30.46 Unrealized -38.4%
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 -3.5%
CITIUS PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 4,000 Est. Cost $1.17 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.14 Unrealized -13.2%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $3 Shares 62 Est. Cost $16.13 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.37 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $50.58 Unrealized -12.9%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $96.52 Unrealized +28.8%
META META PLATFORMS INC CL A 0.0%
Value ($000) $2 Shares 8 Est. Cost $301.76 Unrealized -0.8%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $68.07 Unrealized -18.0%
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $2 Shares 77 Est. Cost $74.02 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $116.26 Unrealized +1.3%
NIO NIO INC SPON ADS 0.0%
Value ($000) $2 Shares 250 Est. Cost $42.20 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.90 Unrealized -3.1%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $41.44 Unrealized +280.8%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $75.00 Unrealized
BROOKFIELD REINS LTD CL A EXCH LT VTG 0.0%
Value ($000) $2 Shares 65 Est. Cost $0.03 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.79 Unrealized
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 68 Est. Cost $29.59 Unrealized 0.0%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $34.84 Unrealized -39.6%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $154.96 Unrealized -6.8%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $51.25 Unrealized
BIOTRICITY INC COM NEW 0.0%
Value ($000) $2 Shares 834 Est. Cost $0.47 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $2 Shares 216 Est. Cost $16.97 Unrealized -50.0%
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.23 Unrealized +1.1%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 99 Est. Cost $82.84 Unrealized -77.0%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $58.21 Unrealized +30.3%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 106 Est. Cost $15.05 Unrealized -1.5%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $53.46 Unrealized -3.3%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.94 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.42 Unrealized -33.4%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost Unrealized
VINTAGE WINE ESTATES INC COM 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.57 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.30 Unrealized +38.9%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.67 Unrealized
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $36.44 Unrealized -74.3%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.91 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $56.16 Unrealized -59.6%
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +75.5%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $58.40 Unrealized -39.4%
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
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 90 Est. Cost $9.46 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.13 Unrealized -20.6%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.19 Unrealized -33.3%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $38.46 Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $24.97 Unrealized +47.6%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $35.66 Unrealized +22.8%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.03 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $13.84 Unrealized +141.9%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.37 Unrealized 0.0%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $2.70 Unrealized +112.6%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $278.07 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $25.76 Unrealized -18.7%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $47.18 Unrealized
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +84.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CYCLO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
APREA THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.44 Unrealized
TDUP THREDUP INC CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $24.20 Unrealized -86.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.32 Unrealized -56.8%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $162.03 Unrealized -85.6%
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $87.48 Unrealized -40.5%
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $0 Shares 31 Est. Cost $18.71 Unrealized -35.2%
ATON PORTAGE BIOTECH INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $377.13 Unrealized -85.0%
MIND MEDICINE MINDMED INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.33 Unrealized
IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.12 Unrealized +16.3%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.54 Unrealized +70.5%
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.21 Unrealized -13.1%
ZEVY LIGHTNING EMOTORS INC COM 0.0%
Value ($000) $0 Shares 335 Est. Cost $4.53 Unrealized -40.9%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized +19.0%
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 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
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 115 Est. Cost $42.25 Unrealized
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $0 Shares 184 Est. Cost $16.75 Unrealized
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $0 Shares 11 Est. Cost $7.27 Unrealized
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $2.20 Unrealized -23.1%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.30 Unrealized -15.2%
AGENUS INC COM NEW 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
VOXELJET AG ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost $1.08 Unrealized
ORGANOVO HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
RIBT RICEBRAN TECHNOLOGIES COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.90 Unrealized -74.8%