Core Wealth Advisors, Inc. Diversified Active

CIK: 0001770532 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $167,445 (100.0% shares, 0.0% debt)

Holdings (210)

IVV ISHARES TR 33.6%
Value ($000) $56,234 Shares 117,893 Est. Cost $326.57 Unrealized
EDOW FIRST TR EXCHANGE TRADED FD 8.6%
Value ($000) $14,447 Shares 454,864 Est. Cost $30.21 Unrealized
FLV AMERICAN CENTY ETF TR 8.4%
Value ($000) $14,141 Shares 231,098 Est. Cost $59.24 Unrealized
IJH ISHARES TR 8.3%
Value ($000) $13,848 Shares 48,918 Est. Cost $207.86 Unrealized
IJR ISHARES TR 8.1%
Value ($000) $13,580 Shares 118,595 Est. Cost $62.23 Unrealized
IEFA ISHARES TR 7.2%
Value ($000) $12,114 Shares 162,294 Est. Cost $74.47 Unrealized
SHYG ISHARES TR 3.7%
Value ($000) $6,257 Shares 138,118 Est. Cost $46.05 Unrealized
IGSB ISHARES TR 3.7%
Value ($000) $6,241 Shares 115,834 Est. Cost $54.26 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 1.6%
Value ($000) $2,677 Shares 79,745 Est. Cost $31.84 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $2,123 Shares 11,957 Est. Cost $110.28 Unrealized +40.3%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $1,277 Shares 2,688 Est. Cost $322.12 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $1,235 Shares 5,550 Est. Cost $165.66 Unrealized
ASML ASML HOLDING N V 0.7%
Value ($000) $1,199 Shares 1,506 Est. Cost $691.85 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $1,182 Shares 408 Est. Cost $133.59 Unrealized +7.0%
GOOG ALPHABET INC 0.7%
Value ($000) $1,134 Shares 392 Est. Cost $124.00 Unrealized +15.7%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $1,107 Shares 3,081 Est. Cost $344.06 Unrealized 0.0%
IDXX IDEXX LABS INC 0.7%
Value ($000) $1,090 Shares 1,656 Est. Cost $656.95 Unrealized -4.4%
MMIN INDEXIQ ACTIVE ETF TR 0.6%
Value ($000) $1,041 Shares 37,814 Est. Cost $27.43 Unrealized
IWD ISHARES TR 0.6%
Value ($000) $1,016 Shares 6,051 Est. Cost $136.47 Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,013 Shares 2,649 Est. Cost $350.00 Unrealized +1.8%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $998 Shares 2,407 Est. Cost $343.31 Unrealized 0.0%
COP CONOCOPHILLIPS 0.6%
Value ($000) $989 Shares 13,701 Est. Cost $49.31 Unrealized +27.0%
MS MORGAN STANLEY 0.5%
Value ($000) $859 Shares 8,747 Est. Cost $73.70 Unrealized +17.7%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $606 Shares 7,500 Est. Cost $53.83 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $477 Shares 8,588 Est. Cost $38.94 Unrealized
PFLD ETF SER SOLUTIONS 0.2%
Value ($000) $381 Shares 15,192 Est. Cost $25.12 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $355 Shares 1,056 Est. Cost $160.46 Unrealized +95.3%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $342 Shares 1,163 Est. Cost $18.43 Unrealized +49.0%
BATT AMPLIFY ETF TR 0.2%
Value ($000) $325 Shares 18,042 Est. Cost $16.83 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $300 Shares 5,873 Est. Cost $51.08 Unrealized
MEAR ISHARES U S ETF TR 0.2%
Value ($000) $299 Shares 5,976 Est. Cost $50.27 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $285 Shares 7,233 Est. Cost $36.51 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $273 Shares 82 Est. Cost $115.77 Unrealized +47.8%
EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $244 Shares 7,915 Est. Cost $31.88 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $241 Shares 1,386 Est. Cost $119.48 Unrealized +20.1%
V VISA INC 0.1%
Value ($000) $223 Shares 1,027 Est. Cost $180.68 Unrealized +15.2%
SIXG ETF SER SOLUTIONS 0.1%
Value ($000) $218 Shares 5,217 Est. Cost $35.37 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $214 Shares 2,107 Est. Cost $102.04 Unrealized
IHAK ISHARES TR 0.1%
Value ($000) $198 Shares 4,433 Est. Cost $43.26 Unrealized
PREF PRINCIPAL EXCHANGE-TRADED FD 0.1%
Value ($000) $181 Shares 8,926 Est. Cost $20.54 Unrealized
HNDL STRATEGY SHS 0.1%
Value ($000) $165 Shares 6,365 Est. Cost $25.19 Unrealized
BLOK AMPLIFY ETF TR 0.1%
Value ($000) $162 Shares 4,044 Est. Cost $46.37 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $157 Shares 993 Est. Cost $94.24 Unrealized +56.9%
QYLD GLOBAL X FDS 0.1%
Value ($000) $156 Shares 7,016 Est. Cost $22.41 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $150 Shares 1,288 Est. Cost $114.77 Unrealized
WMT WALMART INC 0.1%
Value ($000) $149 Shares 1,027 Est. Cost $37.33 Unrealized +21.0%
ETF SER SOLUTIONS 0.1%
Value ($000) $149 Shares 5,327 Est. Cost $27.50 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $147 Shares 897 Est. Cost $104.28 Unrealized +28.6%
PTBD PACER FDS TR 0.1%
Value ($000) $145 Shares 5,391 Est. Cost $27.16 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $128 Shares 497 Est. Cost $101.21 Unrealized +117.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $123 Shares 375 Est. Cost $266.79 Unrealized +1.2%
EFAV ISHARES TR 0.1%
Value ($000) $120 Shares 1,562 Est. Cost $74.67 Unrealized
EPRF INNOVATOR ETFS TR 0.1%
Value ($000) $117 Shares 4,891 Est. Cost $23.92 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $114 Shares 664 Est. Cost $122.59 Unrealized +18.4%
ARKG ARK ETF TR 0.1%
Value ($000) $113 Shares 1,846 Est. Cost $67.31 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $112 Shares 3,904 Est. Cost $28.69 Unrealized
LIT GLOBAL X FDS 0.1%
Value ($000) $109 Shares 1,291 Est. Cost $46.84 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $108 Shares 1,292 Est. Cost $191.87 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $107 Shares 1,526 Est. Cost $63.56 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $106 Shares 1,389 Est. Cost $68.31 Unrealized +2.3%
INTC INTEL CORP 0.1%
Value ($000) $102 Shares 1,987 Est. Cost $47.57 Unrealized -0.6%
XBKNX BLACKROCK INVT QUALITY MUN T 0.1%
Value ($000) $101 Shares 5,815 Est. Cost $15.55 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $96 Shares 5,375 Est. Cost $16.88 Unrealized
T AT&T INC 0.1%
Value ($000) $90 Shares 3,675 Est. Cost $14.84 Unrealized -1.2%
ALTL PACER FDS TR 0.1%
Value ($000) $88 Shares 1,919 Est. Cost $43.59 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $83 Shares 1,305 Est. Cost $38.39 Unrealized +31.5%
MOS MOSAIC CO NEW 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $28.93 Unrealized +20.0%
LQD ISHARES TR 0.0%
Value ($000) $69 Shares 520 Est. Cost $129.24 Unrealized
KR KROGER CO 0.0%
Value ($000) $66 Shares 1,456 Est. Cost $23.26 Unrealized +65.4%
PFE PFIZER INC 0.0%
Value ($000) $66 Shares 1,125 Est. Cost $26.46 Unrealized +52.0%
ORCL ORACLE CORP 0.0%
Value ($000) $65 Shares 750 Est. Cost $50.50 Unrealized +76.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $65 Shares 216 Est. Cost $204.34 Unrealized +40.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $64 Shares 3,168 Est. Cost $26.56 Unrealized -19.5%
IBUY AMPLIFY ETF TR 0.0%
Value ($000) $64 Shares 724 Est. Cost $51.11 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $62 Shares 300 Est. Cost $186.69 Unrealized 0.0%
VIACOMCBS INC 0.0%
Value ($000) $61 Shares 2,024 Est. Cost $30.14 Unrealized
VIACOMCBS INC 0.0%
Value ($000) $60 Shares 1,193 Est. Cost $50.29 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $60 Shares 179 Est. Cost $349.47 Unrealized -5.7%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $59 Shares 500 Est. Cost $96.10 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $57 Shares 327 Est. Cost $80.37 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $26.79 Unrealized +29.1%
C CITIGROUP INC 0.0%
Value ($000) $56 Shares 920 Est. Cost $56.65 Unrealized +0.9%
MLPX GLOBAL X FDS 0.0%
Value ($000) $55 Shares 1,558 Est. Cost $35.50 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $54 Shares 178 Est. Cost $175.23 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $53 Shares 150 Est. Cost $320.77 Unrealized -3.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $53 Shares 1,016 Est. Cost $41.12 Unrealized -1.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $52.00 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $51 Shares 375 Est. Cost $101.71 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $50 Shares 493 Est. Cost $96.28 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $48 Shares 558 Est. Cost $59.23 Unrealized +19.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $46 Shares 250 Est. Cost $146.06 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $46 Shares 299 Est. Cost $130.69 Unrealized +20.7%
DRAFTKINGS INC 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $50.73 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $42 Shares 5,310 Est. Cost $8.72 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $42 Shares 939 Est. Cost $27.79 Unrealized +47.6%
F FORD MTR CO DEL 0.0%
Value ($000) $42 Shares 2,037 Est. Cost $8.94 Unrealized +56.5%
CALAMOS DYNAMIC CONV & INCOM 0.0%
Value ($000) $41 Shares 1,300 Est. Cost $28.46 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $41 Shares 315 Est. Cost $55.87 Unrealized +107.8%
DVY ISHARES TR 0.0%
Value ($000) $40 Shares 325 Est. Cost $103.88 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $38 Shares 333 Est. Cost $91.01 Unrealized +16.9%
KO COCA COLA CO 0.0%
Value ($000) $38 Shares 645 Est. Cost $48.88 Unrealized +0.6%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $37 Shares 915 Est. Cost $31.30 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $37 Shares 610 Est. Cost $51.77 Unrealized +4.1%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $37 Shares 873 Est. Cost $42.38 Unrealized
INMD INMODE LTD 0.0%
Value ($000) $35 Shares 500 Est. Cost $70.62 Unrealized +13.6%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $33 Shares 190 Est. Cost $126.32 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $33 Shares 431 Est. Cost $68.93 Unrealized +15.8%
METV LISTED FD TR 0.0%
Value ($000) $32 Shares 2,082 Est. Cost $15.37 Unrealized
WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $31 Shares 6,600 Est. Cost $4.70 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $31 Shares 52 Est. Cost $38.65 Unrealized +65.3%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $30 Shares 369 Est. Cost $81.30 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $29 Shares 665 Est. Cost $36.19 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $28 Shares 488 Est. Cost $55.27 Unrealized
BA BOEING CO 0.0%
Value ($000) $28 Shares 141 Est. Cost $245.86 Unrealized -14.1%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $28 Shares 300 Est. Cost $68.36 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $28 Shares 200 Est. Cost $79.90 Unrealized +48.6%
ABNB AIRBNB INC 0.0%
Value ($000) $26 Shares 154 Est. Cost $176.10 Unrealized 0.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $25 Shares 82 Est. Cost $170.73 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $25 Shares 151 Est. Cost $113.93 Unrealized +33.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $146.29 Unrealized +43.8%
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $15.84 Unrealized -4.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $212.48 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 1,332 Est. Cost $17.27 Unrealized
FNDB SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 375 Est. Cost $37.81 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $22 Shares 515 Est. Cost $39.68 Unrealized +10.1%
CWB SPDR SER TR 0.0%
Value ($000) $21 Shares 250 Est. Cost $55.44 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $21 Shares 243 Est. Cost $45.96 Unrealized +6.1%
NIKOLA CORP 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $10.50 Unrealized
USNA USANA HEALTH SCIENCES INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $73.67 Unrealized +35.4%
ALTERYX INC 0.0%
Value ($000) $20 Shares 326 Est. Cost $125.37 Unrealized
ILCB ISHARES TR 0.0%
Value ($000) $20 Shares 308 Est. Cost $94.97 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $19 Shares 750 Est. Cost $25.33 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $19 Shares 324 Est. Cost $49.38 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $19 Shares 140 Est. Cost $85.71 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $18 Shares 225 Est. Cost $69.14 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $17 Shares 760 Est. Cost $21.92 Unrealized -1.8%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $17 Shares 2,011 Est. Cost $3.12 Unrealized +58.4%
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $16 Shares 600 Est. Cost $25.11 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $139.59 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $15 Shares 136 Est. Cost $80.88 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $15 Shares 175 Est. Cost $85.71 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $14 Shares 269 Est. Cost $33.06 Unrealized +63.8%
SRVR PACER FDS TR 0.0%
Value ($000) $14 Shares 325 Est. Cost $33.85 Unrealized
GLW CORNING INC 0.0%
Value ($000) $14 Shares 373 Est. Cost $24.43 Unrealized +36.4%
ENTERPRISE BANCORP INC MASS 0.0%
Value ($000) $13 Shares 300 Est. Cost $34.44 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $13 Shares 31 Est. Cost $299.01 Unrealized +29.9%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $12 Shares 30 Est. Cost $366.67 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.0%
Value ($000) $11 Shares 250 Est. Cost $37.09 Unrealized +13.4%
GLD SPDR GOLD TR 0.0%
Value ($000) $11 Shares 62 Est. Cost $161.29 Unrealized
HIVE BLOCKCHAIN TECHNLGIES L 0.0%
Value ($000) $11 Shares 4,350 Est. Cost $2.62 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $34.22 Unrealized +67.6%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $11 Shares 180 Est. Cost $84.62 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 95 Est. Cost $73.68 Unrealized
FUELCELL ENERGY INC 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $6.50 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $9 Shares 5 Est. Cost $16.05 Unrealized +119.5%
PREFERRED APT CMNTYS INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $8.00 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $9 Shares 100 Est. Cost $71.66 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $9 Shares 178 Est. Cost $46.40 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $9 Shares 80 Est. Cost $106.25 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $9 Shares 75 Est. Cost $84.21 Unrealized +28.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $8 Shares 75 Est. Cost $86.23 Unrealized +18.3%
REG REGENCY CTRS CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $34.84 Unrealized +74.5%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $8 Shares 31 Est. Cost $259.62 Unrealized +12.0%
ELV ANTHEM INC 0.0%
Value ($000) $8 Shares 18 Est. Cost $397.15 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 126 Est. Cost $63.49 Unrealized
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value ($000) $7 Shares 350 Est. Cost $21.42 Unrealized +2.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.65 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $7 Shares 42 Est. Cost $158.21 Unrealized +2.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $144.13 Unrealized +17.0%
NEM NEWMONT CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.35 Unrealized -4.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 60 Est. Cost $82.25 Unrealized -7.2%
CRM SALESFORCE COM INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $277.61 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 305 Est. Cost $22.68 Unrealized -2.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $6 Shares 60 Est. Cost $55.31 Unrealized +45.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $6 Shares 44 Est. Cost $111.01 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $67.37 Unrealized +31.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $89.05 Unrealized +14.8%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 77 Est. Cost $59.25 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $237.65 Unrealized +44.4%
IBB ISHARES TR 0.0%
Value ($000) $5 Shares 33 Est. Cost $151.52 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $292.38 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 95 Est. Cost $49.31 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $5 Shares 20 Est. Cost $195.79 Unrealized +5.4%
TBT PROSHARES TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $4 Shares 75 Est. Cost $66.67 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.02 Unrealized -18.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 90 Est. Cost $38.42 Unrealized +12.2%
TWITTER INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $63.48 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $96.69 Unrealized +22.2%
BYRN BYRNA TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $22.12 Unrealized -26.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $102.21 Unrealized +66.5%
TGT TARGET CORP 0.0%
Value ($000) $3 Shares 12 Est. Cost $214.19 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $2 Shares 26 Est. Cost $62.95 Unrealized -2.2%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $2 Shares 500 Est. Cost $8.15 Unrealized -24.7%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.14 Unrealized
PDD PINDUODUO INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $2 Shares 549 Est. Cost $3.35 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.67 Unrealized +38.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $2 Shares 4 Est. Cost $625.08 Unrealized 0.0%
ASA GOLD AND PRECIOUS MTLS L 0.0%
Value ($000) $1 Shares 30 Est. Cost Unrealized
MARPAI INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $51.65 Unrealized +13.1%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $29.07 Unrealized +0.5%
SOUTHSTATE CORPORATION 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
COOK TRAEGER INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $16.73 Unrealized 0.0%
GAP GAP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.56 Unrealized 0.0%
LEVGQ THE LION ELECTRIC COMPANY 0.0%
Value ($000) $0 Shares 46 Est. Cost $17.92 Unrealized -37.2%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized