LAKE STREET FINANCIAL LLC Diversified Active

CIK: 0001772031 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 16, 2021

Total Value ($000): $361,859 (100.0% shares, 0.0% debt)

Holdings (202)

AAPL APPLE INC 6.9%
Value ($000) $25,093 Shares 205,425 Est. Cost $89.29 Unrealized +40.1%
AMZN AMAZON COM INC 3.2%
Value ($000) $11,538 Shares 3,729 Est. Cost $92.49 Unrealized +71.4%
VUG VANGUARD INDEX FDS 3.2%
Value ($000) $11,405 Shares 44,370 Est. Cost $160.62 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $9,635 Shares 40,867 Est. Cost $117.47 Unrealized +89.8%
GLD SPDR GOLD TR 2.4%
Value ($000) $8,607 Shares 53,805 Est. Cost $152.80 Unrealized
QQQ INVESCO QQQ TR 2.3%
Value ($000) $8,340 Shares 26,135 Est. Cost $216.37 Unrealized
VTV VANGUARD INDEX FDS 2.2%
Value ($000) $7,969 Shares 60,618 Est. Cost $106.62 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $6,732 Shares 44,223 Est. Cost $87.81 Unrealized +44.9%
DLN WISDOMTREE TR 1.8%
Value ($000) $6,364 Shares 55,490 Est. Cost $97.98 Unrealized
META FACEBOOK INC 1.6%
Value ($000) $5,735 Shares 19,471 Est. Cost $172.52 Unrealized +55.0%
IWR ISHARES TR 1.5%
Value ($000) $5,507 Shares 74,493 Est. Cost $69.32 Unrealized
MCHI ISHARES TR 1.5%
Value ($000) $5,353 Shares 65,516 Est. Cost $65.17 Unrealized
GOOG ALPHABET INC 1.4%
Value ($000) $5,225 Shares 2,526 Est. Cost $58.71 Unrealized +67.7%
AGG ISHARES TR 1.4%
Value ($000) $5,132 Shares 45,086 Est. Cost $115.40 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $4,969 Shares 9,306 Est. Cost $4.20 Unrealized +219.2%
GOOGL ALPHABET INC 1.4%
Value ($000) $4,905 Shares 2,378 Est. Cost $60.07 Unrealized +63.1%
TIP ISHARES TR 1.3%
Value ($000) $4,803 Shares 38,274 Est. Cost $118.04 Unrealized
IEMG ISHARES INC 1.3%
Value ($000) $4,782 Shares 74,297 Est. Cost $54.96 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $4,600 Shares 79,113 Est. Cost $39.57 Unrealized +6.8%
V VISA INC COM 1.2%
Value ($000) $4,469 Shares 21,109 Est. Cost $142.65 Unrealized +42.4%
IVV ISHARES TR 1.2%
Value ($000) $4,256 Shares 10,699 Est. Cost $369.84 Unrealized
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $4,230 Shares 55,943 Est. Cost $59.27 Unrealized +16.1%
BLACKROCK CORPOR HI YLD FD 1.2%
Value ($000) $4,218 Shares 359,260 Est. Cost $10.86 Unrealized
IWO ISHARES TR 1.1%
Value ($000) $4,161 Shares 13,837 Est. Cost $198.74 Unrealized
COHEN & STEERS QUALITY INCOME 1.1%
Value ($000) $4,141 Shares 297,470 Est. Cost $11.15 Unrealized
IWN ISHARES TR 1.1%
Value ($000) $3,981 Shares 24,967 Est. Cost $118.45 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $3,759 Shares 16,769 Est. Cost $168.50 Unrealized +13.5%
SBUX STARBUCKS CORP 1.0%
Value ($000) $3,753 Shares 34,347 Est. Cost $62.37 Unrealized +50.7%
KWEB KRANESHARES TR 1.0%
Value ($000) $3,749 Shares 49,105 Est. Cost $46.74 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,495 Shares 21,268 Est. Cost $115.77 Unrealized +21.6%
GSY INVESCO ACTIVELY MANAGED ETF 0.9%
Value ($000) $3,365 Shares 66,669 Est. Cost $50.30 Unrealized
EWJ ISHARES INC 0.9%
Value ($000) $3,325 Shares 48,531 Est. Cost $58.74 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $3,268 Shares 9,272 Est. Cost $276.20 Unrealized +19.4%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $3,098 Shares 12,759 Est. Cost $186.03 Unrealized +35.4%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $2,849 Shares 52,652 Est. Cost $32.34 Unrealized +42.7%
CRM SALESFORCE COM INC 0.8%
Value ($000) $2,838 Shares 13,397 Est. Cost $156.50 Unrealized +40.5%
CVS CVS HEALTH CORP 0.8%
Value ($000) $2,835 Shares 37,681 Est. Cost $49.95 Unrealized +24.7%
XPHDX PIONEER FLOATING RATE TR 0.8%
Value ($000) $2,810 Shares 245,225 Est. Cost $11.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,747 Shares 10,753 Est. Cost $205.00 Unrealized +18.5%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $2,654 Shares 8,115 Est. Cost $164.18 Unrealized +68.7%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $2,635 Shares 48,358 Est. Cost $33.82 Unrealized +65.0%
ADBE ADOBE SYSTEMS INC 0.7%
Value ($000) $2,532 Shares 5,327 Est. Cost $352.31 Unrealized +32.7%
EPP ISHARES INC 0.7%
Value ($000) $2,460 Shares 48,974 Est. Cost $45.39 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,421 Shares 50,563 Est. Cost $47.28 Unrealized
VGK VANGUARD INTL EQUITY INDEX 0.7%
Value ($000) $2,418 Shares 38,374 Est. Cost $54.22 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $2,337 Shares 10,765 Est. Cost $124.93 Unrealized +41.4%
HEDJ WISDOMTREE TR 0.6%
Value ($000) $2,300 Shares 31,609 Est. Cost $61.23 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.6%
Value ($000) $2,208 Shares 103,750 Est. Cost $17.59 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $2,167 Shares 107,534 Est. Cost $19.77 Unrealized
SHM SPDR SER TR 0.6%
Value ($000) $2,086 Shares 42,086 Est. Cost $49.07 Unrealized
IVOL KRANESHARES TR 0.6%
Value ($000) $2,036 Shares 71,223 Est. Cost $28.59 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,997 Shares 25,842 Est. Cost $55.27 Unrealized +18.0%
JPMORGAN CHASE & CO 0.6%
Value ($000) $1,991 Shares 120,025 Est. Cost $16.88 Unrealized
JNK SPDR SER TR 0.5%
Value ($000) $1,955 Shares 17,965 Est. Cost $108.56 Unrealized
EMLC VANECK VECTORS ETF TR 0.5%
Value ($000) $1,893 Shares 61,694 Est. Cost $33.27 Unrealized
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $1,883 Shares 6,089 Est. Cost $232.30 Unrealized +33.8%
TGT TARGET CORP 0.5%
Value ($000) $1,857 Shares 9,374 Est. Cost $68.08 Unrealized +139.7%
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $1,853 Shares 6,900 Est. Cost $152.87 Unrealized +49.7%
BX BLACKSTONE GROUP INC 0.5%
Value ($000) $1,812 Shares 24,315 Est. Cost $44.43 Unrealized +31.9%
CI CIGNA CORP NEW 0.5%
Value ($000) $1,805 Shares 7,467 Est. Cost $173.22 Unrealized +17.9%
TDOC TELADOC HEALTH INC 0.5%
Value ($000) $1,692 Shares 9,317 Est. Cost $210.61 Unrealized +10.1%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $1,673 Shares 100,453 Est. Cost $12.51 Unrealized -7.6%
1LIFE HEALTHCARE INC 0.5%
Value ($000) $1,668 Shares 42,684 Est. Cost $32.00 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $1,640 Shares 12,608 Est. Cost $134.69 Unrealized
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,639 Shares 6,728 Est. Cost $181.18 Unrealized +25.7%
CALAMOS STRATEGIC TOTL RETN FD 0.4%
Value ($000) $1,603 Shares 93,050 Est. Cost $12.49 Unrealized
AMLP ALPS ETF TR 0.4%
Value ($000) $1,579 Shares 51,764 Est. Cost $23.58 Unrealized
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $1,546 Shares 46,933 Est. Cost $30.35 Unrealized 0.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,536 Shares 25,605 Est. Cost $59.81 Unrealized
IEFA ISHARES TR 0.4%
Value ($000) $1,522 Shares 21,125 Est. Cost $67.21 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $1,503 Shares 27,499 Est. Cost $53.59 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $1,476 Shares 26,148 Est. Cost $55.02 Unrealized
SHYD VANECK VECTORS ETF TR 0.4%
Value ($000) $1,417 Shares 56,638 Est. Cost $24.77 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,387 Shares 4,545 Est. Cost $186.71 Unrealized +30.9%
SPLUNK INC 0.4%
Value ($000) $1,372 Shares 10,130 Est. Cost $139.11 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,349 Shares 10,173 Est. Cost $72.16 Unrealized +79.8%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $1,335 Shares 34,505 Est. Cost $24.00 Unrealized +27.6%
NFLX NETFLIX INC 0.4%
Value ($000) $1,333 Shares 2,556 Est. Cost $44.50 Unrealized +19.2%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,329 Shares 7,201 Est. Cost $114.70 Unrealized +57.1%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,235 Shares 23,885 Est. Cost $40.33 Unrealized +0.7%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,216 Shares 3,067 Est. Cost $279.23 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,214 Shares 11,180 Est. Cost $77.30 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $1,213 Shares 10,453 Est. Cost $117.19 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $1,175 Shares 7,988 Est. Cost $129.92 Unrealized
FTNT FORTINET INC 0.3%
Value ($000) $1,161 Shares 6,295 Est. Cost $25.83 Unrealized +26.7%
INTC INTEL CORP COM 0.3%
Value ($000) $1,131 Shares 17,669 Est. Cost $44.59 Unrealized +21.3%
IYW ISHARES TR 0.3%
Value ($000) $1,099 Shares 12,529 Est. Cost $113.80 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $1,097 Shares 16,847 Est. Cost $85.53 Unrealized
EMHY ISHARES INC 0.3%
Value ($000) $1,088 Shares 24,475 Est. Cost $44.45 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,088 Shares 10,386 Est. Cost $84.61 Unrealized -5.9%
AVGO BROADCOM INC 0.3%
Value ($000) $1,082 Shares 2,333 Est. Cost $24.39 Unrealized +70.7%
PFE PFIZER INC 0.3%
Value ($000) $1,073 Shares 29,616 Est. Cost $28.17 Unrealized -0.5%
NKE NIKE INC 0.3%
Value ($000) $1,070 Shares 8,053 Est. Cost $85.86 Unrealized +50.9%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,042 Shares 8,824 Est. Cost $82.94 Unrealized +22.6%
HYD VANECK VECTORS ETF TR 0.3%
Value ($000) $1,017 Shares 16,359 Est. Cost $63.10 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $1,010 Shares 4,455 Est. Cost $202.56 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,005 Shares 1,505 Est. Cost $110.49 Unrealized +127.2%
NUVEEN MUNICIPAL CREDIT INC FD 0.3%
Value ($000) $982 Shares 60,750 Est. Cost $16.01 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $970 Shares 8,092 Est. Cost $73.15 Unrealized +48.5%
IBB ISHARES TR 0.3%
Value ($000) $947 Shares 6,293 Est. Cost $131.94 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $937 Shares 5,017 Est. Cost $114.92 Unrealized +61.9%
BMY BRISTOL-MYERS SQUIBB C0 0.2%
Value ($000) $900 Shares 14,263 Est. Cost $45.48 Unrealized +12.2%
BLACKROCK INC 0.2%
Value ($000) $887 Shares 1,177 Est. Cost $505.48 Unrealized
VTR VENTAS INC 0.2%
Value ($000) $885 Shares 16,600 Est. Cost $33.10 Unrealized +30.6%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $873 Shares 6,548 Est. Cost $98.19 Unrealized -0.1%
IPO RENAISSANCE CAP GREENWICH FD 0.2%
Value ($000) $847 Shares 13,625 Est. Cost $39.03 Unrealized
VWO VANGUARD INTL EQUITY INDEX 0.2%
Value ($000) $833 Shares 15,998 Est. Cost $50.34 Unrealized
ALK ALASKA AIR GROUP INC 0.2%
Value ($000) $819 Shares 11,840 Est. Cost $33.75 Unrealized +78.1%
CANOPY GROWTH CORP 0.2%
Value ($000) $813 Shares 25,314 Est. Cost $26.59 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $812 Shares 2,520 Est. Cost $37.42 Unrealized +58.8%
CYRUSONE INC 0.2%
Value ($000) $808 Shares 11,925 Est. Cost $58.51 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $771 Shares 10,380 Est. Cost $51.38 Unrealized +15.8%
PCY INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $760 Shares 28,375 Est. Cost $28.85 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $728 Shares 9,285 Est. Cost $76.39 Unrealized +12.7%
PEP PEPSICO INC 0.2%
Value ($000) $726 Shares 5,133 Est. Cost $104.68 Unrealized +12.6%
CMDY ISHARES U S ETF TR 0.2%
Value ($000) $707 Shares 14,600 Est. Cost $45.55 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $698 Shares 5,911 Est. Cost $105.90 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $690 Shares 52,579 Est. Cost $9.60 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $677 Shares 18,070 Est. Cost $21.29 Unrealized +32.3%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $662 Shares 1,848 Est. Cost $353.65 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $629 Shares 4,454 Est. Cost $118.07 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $627 Shares 6,831 Est. Cost $97.58 Unrealized
ETF MANAGERS TR 0.2%
Value ($000) $626 Shares 27,383 Est. Cost $22.86 Unrealized
PHO INVESCO EXCHANGE TRADED FD 0.2%
Value ($000) $622 Shares 12,592 Est. Cost $38.22 Unrealized
WMT WALMART INC 0.2%
Value ($000) $613 Shares 4,513 Est. Cost $34.50 Unrealized +25.5%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $605 Shares 1,971 Est. Cost $185.88 Unrealized +76.6%
JETS ETF SER SOLUTIONS 0.2%
Value ($000) $603 Shares 22,406 Est. Cost $20.61 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $598 Shares 5,124 Est. Cost $113.47 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $583 Shares 527 Est. Cost $86.31 Unrealized +40.0%
ABBV ABBVIE INC 0.2%
Value ($000) $580 Shares 5,361 Est. Cost $68.48 Unrealized +29.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $574 Shares 5,942 Est. Cost $68.11 Unrealized +10.8%
ABNB AIRBNB INC 0.2%
Value ($000) $552 Shares 2,938 Est. Cost $185.28 Unrealized 0.0%
TER TERADYNE INC 0.2%
Value ($000) $551 Shares 4,529 Est. Cost $65.50 Unrealized +88.1%
LAM RESEARCH CORP 0.1%
Value ($000) $531 Shares 892 Est. Cost $259.12 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $530 Shares 2,132 Est. Cost $170.40 Unrealized +20.1%
C CITIGROUP INC 0.1%
Value ($000) $530 Shares 7,279 Est. Cost $54.63 Unrealized +2.8%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $512 Shares 3,191 Est. Cost $148.82 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $508 Shares 6,924 Est. Cost $67.52 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $506 Shares 2,082 Est. Cost $241.08 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $496 Shares 6,434 Est. Cost $62.60 Unrealized +0.7%
T AT&T INC 0.1%
Value ($000) $488 Shares 16,137 Est. Cost $16.63 Unrealized -2.9%
IJH ISHARES TR 0.1%
Value ($000) $475 Shares 1,824 Est. Cost $199.60 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $470 Shares 3,973 Est. Cost $113.19 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $463 Shares 2,031 Est. Cost $173.27 Unrealized +20.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $459 Shares 3,387 Est. Cost $103.44 Unrealized +11.8%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $458 Shares 4,925 Est. Cost $97.21 Unrealized
JPST J P MORGAN EXCHANGE-TRADED FD 0.1%
Value ($000) $457 Shares 8,998 Est. Cost $50.78 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $452 Shares 2,392 Est. Cost $135.70 Unrealized +11.5%
PENN PENN NATL GAMING INC 0.1%
Value ($000) $447 Shares 4,270 Est. Cost $54.29 Unrealized +104.0%
UNP UNION PAC CORP 0.1%
Value ($000) $441 Shares 2,000 Est. Cost $153.91 Unrealized +22.2%
XYZ SQUARE INC 0.1%
Value ($000) $440 Shares 1,938 Est. Cost $76.56 Unrealized +205.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $438 Shares 1,229 Est. Cost $274.93 Unrealized +23.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $437 Shares 2,157 Est. Cost $119.87 Unrealized +53.9%
IWD ISHARES TR 0.1%
Value ($000) $418 Shares 2,757 Est. Cost $136.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $404 Shares 885 Est. Cost $281.69 Unrealized +67.2%
KO COCA COLA CO 0.1%
Value ($000) $388 Shares 7,356 Est. Cost $41.41 Unrealized +4.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $386 Shares 1 Est. Cost $325723.70 Unrealized +12.6%
TJX TJX COS INC NEW 0.1%
Value ($000) $381 Shares 5,761 Est. Cost $58.63 Unrealized +6.2%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $374 Shares 2,225 Est. Cost $161.00 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $358 Shares 1,589 Est. Cost $117.41 Unrealized +69.2%
IJR ISHARES TR 0.1%
Value ($000) $356 Shares 3,278 Est. Cost $93.45 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $353 Shares 2,074 Est. Cost $83.00 Unrealized +59.0%
ZTS ZOETIS INC 0.1%
Value ($000) $345 Shares 2,189 Est. Cost $126.25 Unrealized +20.1%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $344 Shares 2,079 Est. Cost $142.38 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $344 Shares 1,504 Est. Cost $281.96 Unrealized -5.3%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $336 Shares 9,854 Est. Cost $29.55 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $336 Shares 1,519 Est. Cost $196.07 Unrealized
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $331 Shares 11,000 Est. Cost $14.27 Unrealized +64.1%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $330 Shares 1,542 Est. Cost $194.39 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.1%
Value ($000) $318 Shares 8,955 Est. Cost $17.90 Unrealized
JMST J P MORGAN EXCHANGE-TRADED FD 0.1%
Value ($000) $317 Shares 6,206 Est. Cost $50.97 Unrealized
GLW CORNING INC 0.1%
Value ($000) $312 Shares 7,161 Est. Cost $33.60 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $308 Shares 1,389 Est. Cost $142.90 Unrealized +29.4%
PGF INVESCO EXCHANGE TRADED FD 0.1%
Value ($000) $302 Shares 16,000 Est. Cost $18.73 Unrealized
CSX CSX CORP 0.1%
Value ($000) $301 Shares 3,124 Est. Cost $20.59 Unrealized +38.8%
TFC TRUIST FINL CORP 0.1%
Value ($000) $297 Shares 5,088 Est. Cost $43.57 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC 0.1%
Value ($000) $290 Shares 11,940 Est. Cost $24.29 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $283 Shares 3,186 Est. Cost $91.46 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $277 Shares 752 Est. Cost $241.77 Unrealized +43.4%
MBB ISHARES TR 0.1%
Value ($000) $271 Shares 2,502 Est. Cost $110.13 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $260 Shares 2,629 Est. Cost $82.49 Unrealized -2.4%
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $259 Shares 1,371 Est. Cost $170.21 Unrealized
MMM 3M CO 0.1%
Value ($000) $254 Shares 1,319 Est. Cost $117.52 Unrealized +6.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $252 Shares 1,885 Est. Cost $105.71 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $245 Shares 1,775 Est. Cost $118.94 Unrealized 0.0%
RY ROYAL BK CDA 0.1%
Value ($000) $243 Shares 2,631 Est. Cost $77.38 Unrealized +12.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $239 Shares 738 Est. Cost $277.93 Unrealized +0.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $238 Shares 639 Est. Cost $308.80 Unrealized +3.5%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $236 Shares 1,455 Est. Cost $126.83 Unrealized +41.5%
BIL SPDR SER TR 0.1%
Value ($000) $235 Shares 2,573 Est. Cost $91.37 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $233 Shares 1,914 Est. Cost $116.11 Unrealized
JD JD.COM INC 0.1%
Value ($000) $230 Shares 2,728 Est. Cost $87.82 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $218 Shares 775 Est. Cost $251.35 Unrealized -4.4%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $213 Shares 2,047 Est. Cost $70.80 Unrealized 0.0%
IYY ISHARES TR 0.1%
Value ($000) $208 Shares 2,087 Est. Cost $124.60 Unrealized
DE DEERE & CO 0.1%
Value ($000) $208 Shares 555 Est. Cost $307.48 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $207 Shares 1,201 Est. Cost $114.89 Unrealized +10.8%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $203 Shares 1,504 Est. Cost $134.97 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $202 Shares 1,575 Est. Cost $92.18 Unrealized +21.6%
ISHARES GOLD TRUST 0.1%
Value ($000) $191 Shares 11,753 Est. Cost $16.25 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $178 Shares 11,322 Est. Cost $11.98 Unrealized 0.0%
IDEANOMICS INC 0.0%
Value ($000) $58 Shares 20,000 Est. Cost $1.79 Unrealized