Waterfront Wealth Inc. Diversified Active

CIK: 0001775210 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $252,577 (99.9% shares, 0.1% debt)

Holdings (219)

BRK/B BERKSHIRE HATHAWAY INC DEL 3.7%
Value ($000) $9,429 Shares 31,534 Est. Cost $220.20 Unrealized +30.1%
CBSH COMMERCE BANCSHARES INC 3.7%
Value ($000) $9,232 Shares 134,303 Est. Cost $46.91 Unrealized +16.9%
UPS UNITED PARCEL SERVICE INC 3.5%
Value ($000) $8,841 Shares 41,249 Est. Cost $136.91 Unrealized +23.1%
JEF JEFFERIES FINL GROUP INC 3.0%
Value ($000) $7,693 Shares 198,282 Est. Cost $18.00 Unrealized +87.4%
AAPL APPLE INC 2.9%
Value ($000) $7,447 Shares 41,938 Est. Cost $117.01 Unrealized +32.2%
ROYCE VALUE TR INC 2.5%
Value ($000) $6,364 Shares 324,878 Est. Cost $18.43 Unrealized
CSM PROSHARES TR 2.4%
Value ($000) $6,088 Shares 54,672 Est. Cost $84.53 Unrealized
ADAMS DIVERSIFIED EQUITY FD 2.1%
Value ($000) $5,329 Shares 274,544 Est. Cost $18.71 Unrealized
VOO VANGUARD INDEX FDS 2.1%
Value ($000) $5,311 Shares 12,164 Est. Cost $343.71 Unrealized
BROOKFIELD ASSET MGMT INC 2.1%
Value ($000) $5,189 Shares 85,944 Est. Cost $42.49 Unrealized
BLACKROCK ENHANCED INTL DIV 2.0%
Value ($000) $4,979 Shares 792,892 Est. Cost $6.18 Unrealized
KKR KKR & CO INC 1.6%
Value ($000) $4,142 Shares 55,591 Est. Cost $36.10 Unrealized +97.3%
EUFN ISHARES TR 1.6%
Value ($000) $4,068 Shares 202,876 Est. Cost $18.39 Unrealized
BLACKROCK ENHANCED EQUITY DI 1.5%
Value ($000) $3,688 Shares 365,916 Est. Cost $9.50 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $3,407 Shares 7,173 Est. Cost $379.42 Unrealized
FNDF SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,325 Shares 102,276 Est. Cost $29.28 Unrealized
AVDE AMERICAN CENTY ETF TR 1.3%
Value ($000) $3,181 Shares 50,176 Est. Cost $63.40 Unrealized
AVEM AMERICAN CENTY ETF TR 1.2%
Value ($000) $3,089 Shares 48,780 Est. Cost $63.33 Unrealized
ALLY ALLY FINL INC 1.2%
Value ($000) $2,987 Shares 62,746 Est. Cost $26.40 Unrealized +61.4%
ATLAS AIR WORLDWIDE HLDGS IN 1.1%
Value ($000) $2,878 Shares 30,578 Est. Cost $56.48 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $2,827 Shares 33,437 Est. Cost $68.43 Unrealized
CERNER CORP 1.1%
Value ($000) $2,717 Shares 29,251 Est. Cost $79.28 Unrealized
AVUV AMERICAN CENTY ETF TR 1.1%
Value ($000) $2,694 Shares 33,787 Est. Cost $79.73 Unrealized
GM GENERAL MTRS CO 1.0%
Value ($000) $2,423 Shares 41,325 Est. Cost $38.70 Unrealized +45.6%
ABERDEEN TOTAL DYNAMIC DIVD 0.9%
Value ($000) $2,387 Shares 233,557 Est. Cost $9.75 Unrealized
FNDC SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,358 Shares 63,056 Est. Cost $34.92 Unrealized
BLACKROCK LTD DURATION INCOM 0.9%
Value ($000) $2,302 Shares 136,640 Est. Cost $16.74 Unrealized
UNP UNION PAC CORP 0.9%
Value ($000) $2,278 Shares 9,043 Est. Cost $180.10 Unrealized +19.4%
TSE TRINSEO PLC 0.9%
Value ($000) $2,180 Shares 41,559 Est. Cost $50.07 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.8%
Value ($000) $2,138 Shares 135,544 Est. Cost $10.85 Unrealized +23.0%
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.8%
Value ($000) $2,074 Shares 112,415 Est. Cost $13.04 Unrealized +21.8%
SCHM SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,013 Shares 25,034 Est. Cost $68.27 Unrealized
BLACKROCK GLOBAL FLOATING RA 0.8%
Value ($000) $1,900 Shares 135,796 Est. Cost $12.64 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.8%
Value ($000) $1,897 Shares 65,478 Est. Cost $28.97 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $1,851 Shares 639 Est. Cost $94.19 Unrealized +51.8%
TEMPLETON EMERGING MKTS INCO 0.7%
Value ($000) $1,768 Shares 242,584 Est. Cost $7.44 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $1,687 Shares 10,890 Est. Cost $140.23 Unrealized +12.5%
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $1,675 Shares 33,871 Est. Cost $50.56 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,659 Shares 4,933 Est. Cost $240.58 Unrealized +30.3%
VTRS VIATRIS INC 0.6%
Value ($000) $1,626 Shares 120,149 Est. Cost $11.12 Unrealized 0.0%
BLACKROCK MUN TARGET TERM TR 0.6%
Value ($000) $1,619 Shares 62,425 Est. Cost $25.55 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,589 Shares 11,892 Est. Cost $95.48 Unrealized +11.5%
CG CARLYLE GROUP INC 0.6%
Value ($000) $1,561 Shares 28,440 Est. Cost $47.16 Unrealized 0.0%
BLACKROCK INC 0.6%
Value ($000) $1,559 Shares 1,703 Est. Cost $723.50 Unrealized
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $1,544 Shares 16,577 Est. Cost $63.62 Unrealized +19.9%
NOK NOKIA CORP 0.6%
Value ($000) $1,471 Shares 236,510 Est. Cost $4.26 Unrealized
HOUGHTON MIFFLIN HARCOURT CO 0.6%
Value ($000) $1,458 Shares 90,545 Est. Cost $3.49 Unrealized
CRTO CRITEO S A 0.6%
Value ($000) $1,456 Shares 37,454 Est. Cost $21.24 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,442 Shares 4,495 Est. Cost $266.71 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $1,436 Shares 11,100 Est. Cost $116.12 Unrealized 0.0%
FNDA SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,428 Shares 25,683 Est. Cost $42.93 Unrealized
DES WISDOMTREE TR 0.5%
Value ($000) $1,358 Shares 41,314 Est. Cost $28.13 Unrealized
AVUS AMERICAN CENTY ETF TR 0.5%
Value ($000) $1,332 Shares 16,616 Est. Cost $80.16 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,277 Shares 1,208 Est. Cost $177.16 Unrealized +89.3%
DGS WISDOMTREE TR 0.5%
Value ($000) $1,257 Shares 23,746 Est. Cost $47.97 Unrealized
TPH TRI POINTE HOMES INC 0.5%
Value ($000) $1,255 Shares 44,995 Est. Cost $19.17 Unrealized +31.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.5%
Value ($000) $1,253 Shares 24,532 Est. Cost $49.21 Unrealized
BUNGE LIMITED 0.5%
Value ($000) $1,223 Shares 13,103 Est. Cost $69.00 Unrealized
BOND PIMCO ETF TR 0.5%
Value ($000) $1,204 Shares 11,001 Est. Cost $109.83 Unrealized
BLACKROCK CR ALLOCATION INCO 0.5%
Value ($000) $1,199 Shares 79,673 Est. Cost $14.85 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,195 Shares 23,200 Est. Cost $46.93 Unrealized +0.8%
ORANY ORANGE 0.5%
Value ($000) $1,193 Shares 113,101 Est. Cost $11.85 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,121 Shares 22,806 Est. Cost $40.77 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,111 Shares 7,553 Est. Cost $129.10 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.4%
Value ($000) $1,094 Shares 90,218 Est. Cost $11.95 Unrealized
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,092 Shares 23,072 Est. Cost $48.98 Unrealized
VIV TELEFONICA BRASIL SA 0.4%
Value ($000) $1,085 Shares 125,458 Est. Cost $8.65 Unrealized
BLACKROCK CORE BD TR 0.4%
Value ($000) $1,020 Shares 61,770 Est. Cost $15.79 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,019 Shares 3,334 Est. Cost $246.45 Unrealized
BAC BK OF AMERICA CORP 0.4%
Value ($000) $1,011 Shares 22,714 Est. Cost $23.91 Unrealized +71.6%
FRME FIRST MERCHANTS CORP 0.4%
Value ($000) $1,008 Shares 24,067 Est. Cost $25.94 Unrealized +38.6%
M MACYS INC 0.4%
Value ($000) $991 Shares 37,835 Est. Cost $9.43 Unrealized +189.2%
SUZ SUZANO S A 0.4%
Value ($000) $971 Shares 89,909 Est. Cost $11.34 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.4%
Value ($000) $964 Shares 16,063 Est. Cost $60.01 Unrealized
WFG WEST FRASER TIMBER CO LTD 0.4%
Value ($000) $940 Shares 9,860 Est. Cost $86.50 Unrealized 0.0%
SBRA SABRA HEALTH CARE REIT INC 0.4%
Value ($000) $886 Shares 65,452 Est. Cost $17.35 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $879 Shares 13,221 Est. Cost $66.49 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $877 Shares 14,329 Est. Cost $30.80 Unrealized +75.0%
CI CIGNA CORP NEW 0.3%
Value ($000) $842 Shares 3,668 Est. Cost $188.22 Unrealized +4.8%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $835 Shares 3,557 Est. Cost $203.29 Unrealized +8.0%
VOD VODAFONE GROUP PLC NEW 0.3%
Value ($000) $832 Shares 55,702 Est. Cost $16.25 Unrealized
V VISA INC 0.3%
Value ($000) $815 Shares 3,761 Est. Cost $197.22 Unrealized +5.5%
WMT WALMART INC 0.3%
Value ($000) $811 Shares 5,606 Est. Cost $45.22 Unrealized -0.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $788 Shares 6,711 Est. Cost $67.19 Unrealized +43.0%
EMBJ EMBRAER S.A. 0.3%
Value ($000) $772 Shares 43,520 Est. Cost $11.85 Unrealized
VERSO CORP 0.3%
Value ($000) $772 Shares 28,574 Est. Cost $12.02 Unrealized
PI IMPINJ INC 0.3%
Value ($000) $764 Shares 8,616 Est. Cost $40.84 Unrealized +77.7%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $747 Shares 2,079 Est. Cost $323.35 Unrealized +4.5%
BIDU BAIDU INC 0.3%
Value ($000) $728 Shares 4,893 Est. Cost $203.56 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $707 Shares 11,975 Est. Cost $28.83 Unrealized +39.5%
SNY SANOFI 0.3%
Value ($000) $700 Shares 13,979 Est. Cost $49.77 Unrealized
AEE AMEREN CORP 0.3%
Value ($000) $695 Shares 7,804 Est. Cost $68.86 Unrealized +8.9%
DFAX DIMENSIONAL ETF TRUST 0.3%
Value ($000) $684 Shares 26,180 Est. Cost $26.13 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $670 Shares 6,830 Est. Cost $65.40 Unrealized +32.7%
KN KNOWLES CORP 0.3%
Value ($000) $667 Shares 28,547 Est. Cost $18.08 Unrealized +16.7%
KR KROGER CO 0.3%
Value ($000) $664 Shares 14,676 Est. Cost $29.06 Unrealized +32.4%
CSIQ CANADIAN SOLAR INC 0.3%
Value ($000) $654 Shares 20,910 Est. Cost $40.73 Unrealized -12.1%
PEP PEPSICO INC 0.3%
Value ($000) $646 Shares 3,720 Est. Cost $121.63 Unrealized +17.9%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $644 Shares 27,935 Est. Cost $23.59 Unrealized
HANESBRANDS INC 0.2%
Value ($000) $629 Shares 37,619 Est. Cost $16.10 Unrealized
SRG SERITAGE GROWTH PPTYS 0.2%
Value ($000) $627 Shares 47,222 Est. Cost $18.17 Unrealized -19.4%
KD KYNDRYL HLDGS INC 0.2%
Value ($000) $613 Shares 33,842 Est. Cost $21.59 Unrealized 0.0%
SAN BANCO SANTANDER S.A. 0.2%
Value ($000) $612 Shares 185,978 Est. Cost $3.18 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $593 Shares 3,529 Est. Cost $138.50 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $590 Shares 3,449 Est. Cost $128.51 Unrealized +12.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $589 Shares 2,198 Est. Cost $193.72 Unrealized +18.5%
META META PLATFORMS INC 0.2%
Value ($000) $582 Shares 1,729 Est. Cost $288.79 Unrealized +14.2%
CELESTICA INC 0.2%
Value ($000) $571 Shares 51,309 Est. Cost $10.24 Unrealized
BLACKROCK FLOATING RATE INCO 0.2%
Value ($000) $543 Shares 40,431 Est. Cost $13.12 Unrealized
NAUTILUS INC 0.2%
Value ($000) $534 Shares 87,096 Est. Cost $13.26 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $532 Shares 8,775 Est. Cost $56.69 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $532 Shares 184 Est. Cost $103.12 Unrealized +39.1%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $530 Shares 14,812 Est. Cost $43.14 Unrealized
APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $529 Shares 7,307 Est. Cost $72.40 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $525 Shares 5,665 Est. Cost $92.67 Unrealized
DQ DAQO NEW ENERGY CORP 0.2%
Value ($000) $525 Shares 13,033 Est. Cost $51.24 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $515 Shares 1,948 Est. Cost $212.01 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $512 Shares 1,074 Est. Cost $410.52 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $511 Shares 5,861 Est. Cost $55.75 Unrealized +59.5%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $508 Shares 8,086 Est. Cost $49.94 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $503 Shares 151 Est. Cost $171.72 Unrealized -0.3%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $491 Shares 9,459 Est. Cost $43.95 Unrealized -8.1%
T AT&T INC 0.2%
Value ($000) $488 Shares 19,847 Est. Cost $15.45 Unrealized -5.1%
AVDV AMERICAN CENTY ETF TR 0.2%
Value ($000) $477 Shares 7,392 Est. Cost $64.53 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $475 Shares 4,641 Est. Cost $88.91 Unrealized
CNDT CONDUENT INC 0.2%
Value ($000) $459 Shares 86,048 Est. Cost $5.97 Unrealized 0.0%
LEA LEAR CORP 0.2%
Value ($000) $459 Shares 2,507 Est. Cost $136.78 Unrealized +15.6%
SBUX STARBUCKS CORP 0.2%
Value ($000) $444 Shares 3,793 Est. Cost $85.86 Unrealized +19.0%
EVRG EVERGY INC 0.2%
Value ($000) $442 Shares 6,441 Est. Cost $44.68 Unrealized +22.8%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $429 Shares 608 Est. Cost $31.05 Unrealized +39.4%
C CITIGROUP INC 0.2%
Value ($000) $423 Shares 7,012 Est. Cost $43.56 Unrealized +31.3%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $400 Shares 13,498 Est. Cost $30.64 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.2%
Value ($000) $398 Shares 8,205 Est. Cost $46.80 Unrealized
DBX DROPBOX INC 0.2%
Value ($000) $395 Shares 16,084 Est. Cost $21.37 Unrealized +25.9%
GUARANTY FED BANCSHARES INC 0.2%
Value ($000) $393 Shares 12,094 Est. Cost $17.54 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $386 Shares 7,460 Est. Cost $48.07 Unrealized
XPERI HOLDING CORP 0.2%
Value ($000) $385 Shares 20,333 Est. Cost $18.93 Unrealized
HLIT HARMONIC INC 0.2%
Value ($000) $382 Shares 32,441 Est. Cost $7.01 Unrealized +46.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $381 Shares 4,008 Est. Cost $76.37 Unrealized -0.1%
CBRE CBRE GROUP INC 0.1%
Value ($000) $377 Shares 3,475 Est. Cost $56.51 Unrealized +81.3%
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $377 Shares 13,975 Est. Cost $24.06 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $375 Shares 5,915 Est. Cost $43.65 Unrealized +15.6%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $374 Shares 11,387 Est. Cost $32.84 Unrealized
HBM HUDBAY MINERALS INC 0.1%
Value ($000) $366 Shares 50,417 Est. Cost $5.72 Unrealized +21.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $363 Shares 950 Est. Cost $304.12 Unrealized +17.2%
NUVEEN PFD & INCM SECURTIES 0.1%
Value ($000) $354 Shares 36,391 Est. Cost $9.69 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $351 Shares 3,129 Est. Cost $93.09 Unrealized
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $348 Shares 11,223 Est. Cost $28.25 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $346 Shares 15,768 Est. Cost $19.63 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $341 Shares 1,321 Est. Cost $219.81 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $336 Shares 10,447 Est. Cost $21.34 Unrealized +52.6%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $333 Shares 6,039 Est. Cost $57.02 Unrealized
KELLOGG CO 0.1%
Value ($000) $328 Shares 5,087 Est. Cost $50.01 Unrealized +2.2%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $327 Shares 7,055 Est. Cost $43.72 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $327 Shares 5,624 Est. Cost $38.54 Unrealized +32.4%
IWR ISHARES TR 0.1%
Value ($000) $324 Shares 3,900 Est. Cost $71.07 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $323 Shares 1,337 Est. Cost $212.36 Unrealized
VONAGE HLDGS CORP 0.1%
Value ($000) $320 Shares 15,412 Est. Cost $12.98 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $320 Shares 2,020 Est. Cost $143.03 Unrealized +3.4%
BA BOEING CO 0.1%
Value ($000) $317 Shares 1,574 Est. Cost $192.22 Unrealized +9.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $317 Shares 1,402 Est. Cost $219.51 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $315 Shares 791 Est. Cost $314.36 Unrealized
HOWARD HUGHES CORP 0.1%
Value ($000) $311 Shares 3,055 Est. Cost $78.97 Unrealized
FLEX FLEX LTD 0.1%
Value ($000) $310 Shares 16,936 Est. Cost $11.83 Unrealized +14.4%
HOFT HOOKER FURNISHINGS CORPORATI 0.1%
Value ($000) $309 Shares 13,254 Est. Cost $25.13 Unrealized 0.0%
FSP FRANKLIN STR PPTYS CORP 0.1%
Value ($000) $304 Shares 51,095 Est. Cost $5.11 Unrealized
TEX TEREX CORP NEW 0.1%
Value ($000) $304 Shares 6,914 Est. Cost $48.57 Unrealized -7.6%
ASLAN PHARMACEUTICALS LTD 0.1%
Value ($000) $302 Shares 270,000 Est. Cost $1.12 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $301 Shares 3,726 Est. Cost $82.02 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $301 Shares 14,481 Est. Cost $7.40 Unrealized +89.2%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $299 Shares 953 Est. Cost $255.64 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $294 Shares 35,718 Est. Cost $6.36 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $292 Shares 3,419 Est. Cost $73.42 Unrealized -3.4%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $291 Shares 7,477 Est. Cost $36.21 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $291 Shares 5,532 Est. Cost $41.76 Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $290 Shares 4,535 Est. Cost $72.06 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $288 Shares 2,806 Est. Cost $85.78 Unrealized 0.0%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $283 Shares 6,060 Est. Cost $46.69 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $279 Shares 6,489 Est. Cost $35.65 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $278 Shares 2,479 Est. Cost $112.14 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $275 Shares 5,545 Est. Cost $50.64 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $274 Shares 1,501 Est. Cost $146.06 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $273 Shares 1,307 Est. Cost $164.33 Unrealized +12.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $270 Shares 5,359 Est. Cost $41.99 Unrealized +9.9%
PGJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $265 Shares 7,250 Est. Cost $36.55 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.1%
Value ($000) $262 Shares 2,571 Est. Cost $65.60 Unrealized +49.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $262 Shares 2,802 Est. Cost $71.85 Unrealized +7.7%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $260 Shares 2,750 Est. Cost $61.56 Unrealized 0.0%
JKS JINKOSOLAR HLDG CO LTD 0.1%
Value ($000) $257 Shares 5,599 Est. Cost $42.82 Unrealized
CIT GROUP INC 0.1%
Value ($000) $257 Shares 5,005 Est. Cost $35.90 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $256 Shares 617 Est. Cost $242.50 Unrealized +41.5%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $256 Shares 7,190 Est. Cost $32.82 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $252 Shares 1,539 Est. Cost $161.79 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $247 Shares 1,450 Est. Cost $143.47 Unrealized +10.4%
CMI CUMMINS INC 0.1%
Value ($000) $246 Shares 1,128 Est. Cost $198.26 Unrealized +3.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $243 Shares 1,487 Est. Cost $134.13 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $241 Shares 4,074 Est. Cost $49.18 Unrealized 0.0%
CROSSFIRST BANKSHARES INC 0.1%
Value ($000) $241 Shares 15,450 Est. Cost $15.60 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $240 Shares 3,215 Est. Cost $74.65 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $240 Shares 3,850 Est. Cost $53.91 Unrealized -8.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $238 Shares 863 Est. Cost $243.85 Unrealized 0.0%
TDAY GANNETT CO INC 0.1%
Value ($000) $237 Shares 44,514 Est. Cost $5.58 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $231 Shares 3,602 Est. Cost $26.67 Unrealized 0.0%
INDA ISHARES TR 0.1%
Value ($000) $226 Shares 4,920 Est. Cost $42.49 Unrealized
BC BRUNSWICK CORP 0.1%
Value ($000) $224 Shares 2,222 Est. Cost $83.07 Unrealized +7.8%
DBI DESIGNER BRANDS INC 0.1%
Value ($000) $217 Shares 15,288 Est. Cost $12.79 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $216 Shares 2,817 Est. Cost $69.89 Unrealized 0.0%
VNM VANECK ETF TRUST 0.1%
Value ($000) $212 Shares 9,994 Est. Cost $17.53 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $212 Shares 2,953 Est. Cost $71.79 Unrealized
SL GREEN RLTY CORP 0.1%
Value ($000) $207 Shares 2,885 Est. Cost $71.75 Unrealized
REDWOOD TRUST INC 0.1%
Value ($000) $203 Shares 198,000 Est. Cost $0.94 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $200 Shares 4,792 Est. Cost $35.78 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $199 Shares 18,648 Est. Cost $9.35 Unrealized
TORTOISE PWR & ENERGY INFRAS 0.1%
Value ($000) $163 Shares 12,000 Est. Cost $12.15 Unrealized
VIDLER WATER RESOUCES INC 0.0%
Value ($000) $126 Shares 10,419 Est. Cost $12.09 Unrealized
MFS CHARTER INCOME TR 0.0%
Value ($000) $120 Shares 14,131 Est. Cost $8.50 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $98 Shares 10,540 Est. Cost $9.30 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $70 Shares 20,638 Est. Cost $4.40 Unrealized
ATHERSYS INC NEW 0.0%
Value ($000) $27 Shares 29,726 Est. Cost $1.74 Unrealized