HBW ADVISORY SERVICES LLC Diversified Active

Location: Simi Valley, CA

CIK: 0001790525 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 14, 2020

Total Value: $244M (100.0% shares, 0.0% debt)

Holdings (194)

VOO VANGUARD INDEX FDS 3.5%
Value $8.424M Shares 27,380 Est. Cost $296.67 Unrealized
AAPL APPLE INC 2.4%
Value $5.825M Shares 50,297 Est. Cost $94.07 Unrealized +12.7%
ARKK ARK ETF TR 2.4%
Value $5.75M Shares 62,504 Est. Cost $65.96 Unrealized
BND VANGUARD BD INDEX FDS 2.0%
Value $4.792M Shares 54,323 Est. Cost $86.23 Unrealized
MSFT MICROSOFT CORP 1.9%
Value $4.651M Shares 22,114 Est. Cost $138.16 Unrealized +45.3%
XLK SELECT SECTOR SPDR TR 1.8%
Value $4.496M Shares 38,523 Est. Cost $95.43 Unrealized
META FACEBOOK INC 1.8%
Value $4.295M Shares 16,399 Est. Cost $194.34 Unrealized +31.8%
HERO GLOBAL X FDS 1.7%
Value $4.195M Shares 154,430 Est. Cost $26.25 Unrealized
SPTM SPDR SER TR 1.7%
Value $4.151M Shares 101,507 Est. Cost $36.85 Unrealized
ETF MANAGERS TR 1.6%
Value $3.939M Shares 72,406 Est. Cost $53.08 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value $3.824M Shares 11,419 Est. Cost $169.40 Unrealized
DGRW WISDOMTREE TR 1.6%
Value $3.818M Shares 77,032 Est. Cost $45.10 Unrealized
NKE NIKE INC 1.5%
Value $3.656M Shares 29,115 Est. Cost $82.49 Unrealized +20.8%
CRM SALESFORCE COM INC 1.5%
Value $3.548M Shares 14,115 Est. Cost $151.69 Unrealized +42.6%
AGG ISHARES TR 1.4%
Value $3.501M Shares 29,651 Est. Cost $113.72 Unrealized
HD HOME DEPOT INC 1.4%
Value $3.49M Shares 12,569 Est. Cost $200.35 Unrealized +18.6%
PG PROCTER AND GAMBLE CO 1.4%
Value $3.404M Shares 24,489 Est. Cost $103.10 Unrealized +12.9%
UNP UNION PAC CORP 1.4%
Value $3.394M Shares 17,238 Est. Cost $149.02 Unrealized +10.6%
MCD MCDONALDS CORP 1.3%
Value $3.277M Shares 14,932 Est. Cost $181.91 Unrealized -0.3%
ABBV ABBVIE INC 1.3%
Value $3.263M Shares 37,253 Est. Cost $59.41 Unrealized +28.4%
AVGO BROADCOM INC 1.3%
Value $3.262M Shares 8,954 Est. Cost $25.29 Unrealized +17.2%
SBUX STARBUCKS CORP 1.3%
Value $3.23M Shares 37,602 Est. Cost $77.06 Unrealized -8.1%
UNH UNITEDHEALTH GROUP INC 1.3%
Value $3.191M Shares 10,234 Est. Cost $245.41 Unrealized +14.6%
MRK MERCK & CO. INC 1.3%
Value $3.176M Shares 38,294 Est. Cost $65.71 Unrealized +0.3%
V VISA INC 1.3%
Value $3.167M Shares 15,835 Est. Cost $170.43 Unrealized +12.8%
DIS DISNEY WALT CO 1.3%
Value $3.147M Shares 25,368 Est. Cost $129.27 Unrealized -5.5%
PEP PEPSICO INC 1.3%
Value $3.132M Shares 22,598 Est. Cost $111.14 Unrealized +3.6%
STZ CONSTELLATION BRANDS INC 1.3%
Value $3.079M Shares 16,247 Est. Cost $160.76 Unrealized +3.9%
XAR SPDR SER TR 1.2%
Value $2.964M Shares 33,942 Est. Cost $87.44 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 1.2%
Value $2.858M Shares 24,382 Est. Cost $108.06 Unrealized
INGR INGREDION INC 1.1%
Value $2.755M Shares 36,395 Est. Cost $84.28 Unrealized -3.6%
ETF SER SOLUTIONS 1.1%
Value $2.739M Shares 106,059 Est. Cost $25.93 Unrealized
SPAB SPDR SER TR 1.1%
Value $2.706M Shares 87,833 Est. Cost $29.87 Unrealized
EBIZ GLOBAL X FDS 1.1%
Value $2.698M Shares 98,948 Est. Cost $27.27 Unrealized
VYM VANGUARD WHITEHALL FDS 1.0%
Value $2.549M Shares 31,494 Est. Cost $79.29 Unrealized
XLV SELECT SECTOR SPDR TR 1.0%
Value $2.42M Shares 22,946 Est. Cost $96.04 Unrealized
HUSV FIRST TR EXCH TRADED FD III 1.0%
Value $2.418M Shares 88,451 Est. Cost $26.35 Unrealized
STIP ISHARES TR 1.0%
Value $2.417M Shares 23,227 Est. Cost $100.50 Unrealized
CLOU GLOBAL X FDS 0.9%
Value $2.263M Shares 94,717 Est. Cost $23.89 Unrealized
GDX VANECK VECTORS ETF TR 0.9%
Value $2.217M Shares 56,609 Est. Cost $33.05 Unrealized
RTH VANECK VECTORS ETF TR 0.9%
Value $2.154M Shares 14,471 Est. Cost $148.85 Unrealized
IJH ISHARES TR 0.9%
Value $2.127M Shares 11,479 Est. Cost $160.78 Unrealized
GOLDMAN SACHS ETF TR 0.9%
Value $2.105M Shares 32,544 Est. Cost $64.68 Unrealized
IJR ISHARES TR 0.9%
Value $2.104M Shares 29,956 Est. Cost $64.00 Unrealized
MILN GLOBAL X FDS 0.8%
Value $2.033M Shares 65,132 Est. Cost $31.21 Unrealized
SJNK SPDR SER TR 0.8%
Value $2.013M Shares 77,828 Est. Cost $24.03 Unrealized
GOLDMAN SACHS ETF TR 0.8%
Value $1.993M Shares 24,166 Est. Cost $82.47 Unrealized
AMZN AMAZON COM INC 0.8%
Value $1.946M Shares 618 Est. Cost $122.69 Unrealized +28.5%
SPLB SPDR SER TR 0.8%
Value $1.863M Shares 58,618 Est. Cost $31.44 Unrealized
AGZ ISHARES TR 0.8%
Value $1.853M Shares 15,308 Est. Cost $121.08 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.8%
Value $1.833M Shares 34,177 Est. Cost $54.87 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.7%
Value $1.808M Shares 54,819 Est. Cost $41.40 Unrealized
SPDW SPDR INDEX SHS FDS 0.7%
Value $1.798M Shares 61,443 Est. Cost $28.77 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.7%
Value $1.782M Shares 37,762 Est. Cost $47.42 Unrealized
MGC VANGUARD WORLD FD 0.7%
Value $1.779M Shares 14,836 Est. Cost $119.91 Unrealized
GTO INVESCO ACTIVELY MANAGED ETF 0.7%
Value $1.721M Shares 29,799 Est. Cost $56.16 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.7%
Value $1.635M Shares 51,967 Est. Cost $34.19 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.7%
Value $1.588M Shares 69,229 Est. Cost $24.60 Unrealized
IVV ISHARES TR 0.6%
Value $1.513M Shares 4,501 Est. Cost $309.72 Unrealized
FDIS FIDELITY COVINGTON TR 0.6%
Value $1.46M Shares 23,531 Est. Cost $62.05 Unrealized
EFA ISHARES TR 0.6%
Value $1.455M Shares 22,865 Est. Cost $57.56 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value $1.427M Shares 5,135 Est. Cost $221.25 Unrealized
SPEM SPDR INDEX SHS FDS 0.6%
Value $1.38M Shares 37,737 Est. Cost $34.18 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value $1.297M Shares 19,947 Est. Cost $55.80 Unrealized
SPTS SPDR SER TR 0.5%
Value $1.286M Shares 41,892 Est. Cost $30.70 Unrealized
IEI ISHARES TR 0.5%
Value $1.234M Shares 9,237 Est. Cost $133.56 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value $1.174M Shares 15,262 Est. Cost $72.55 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.5%
Value $1.17M Shares 21,404 Est. Cost $54.07 Unrealized
O REALTY INCOME CORP 0.5%
Value $1.163M Shares 19,143 Est. Cost $40.14 Unrealized +12.3%
VGT VANGUARD WORLD FDS 0.5%
Value $1.112M Shares 3,572 Est. Cost $288.78 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.5%
Value $1.101M Shares 21,077 Est. Cost $52.24 Unrealized
VHT VANGUARD WORLD FDS 0.4%
Value $1.093M Shares 5,356 Est. Cost $195.16 Unrealized
SPYG SPDR SER TR 0.4%
Value $1.002M Shares 19,989 Est. Cost $39.08 Unrealized
VXF VANGUARD INDEX FDS 0.4%
Value $964K Shares 7,430 Est. Cost $121.57 Unrealized
HDMV FIRST TR EXCH TRADED FD III 0.4%
Value $913K Shares 31,858 Est. Cost $33.43 Unrealized
SHY ISHARES TR 0.4%
Value $882K Shares 10,202 Est. Cost $86.65 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.4%
Value $860K Shares 14,771 Est. Cost $57.95 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value $845K Shares 4,693 Est. Cost $169.94 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.3%
Value $768K Shares 27,704 Est. Cost $29.41 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value $748K Shares 5,087 Est. Cost $127.65 Unrealized
SPYD SPDR SER TR 0.3%
Value $732K Shares 26,702 Est. Cost $36.70 Unrealized
DGRO ISHARES TR 0.3%
Value $731K Shares 18,374 Est. Cost $38.37 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value $718K Shares 12,083 Est. Cost $48.60 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value $709K Shares 16,398 Est. Cost $40.57 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value $704K Shares 4,577 Est. Cost $153.81 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $692K Shares 28,734 Est. Cost $26.77 Unrealized
FCOR FIDELITY MERRIMACK STR TR 0.3%
Value $689K Shares 12,326 Est. Cost $55.48 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.3%
Value $671K Shares 25,606 Est. Cost $26.20 Unrealized
HYG ISHARES TR 0.3%
Value $659K Shares 7,853 Est. Cost $81.67 Unrealized
SHOP SHOPIFY INC 0.3%
Value $657K Shares 642 Est. Cost $69.41 Unrealized +43.2%
USRT ISHARES TR 0.3%
Value $652K Shares 14,896 Est. Cost $54.77 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value $638K Shares 5,542 Est. Cost $115.12 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.3%
Value $623K Shares 10,962 Est. Cost $56.83 Unrealized
XHB SPDR SER TR 0.3%
Value $617K Shares 11,448 Est. Cost $53.90 Unrealized
XLB SELECT SECTOR SPDR TR 0.3%
Value $611K Shares 9,608 Est. Cost $63.59 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value $606K Shares 11,165 Est. Cost $53.92 Unrealized
IYT ISHARES TR 0.2%
Value $604K Shares 3,038 Est. Cost $198.81 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $604K Shares 10,151 Est. Cost $41.76 Unrealized +2.0%
DNL WISDOMTREE TR 0.2%
Value $599K Shares 8,986 Est. Cost $66.66 Unrealized
BIL SPDR SER TR 0.2%
Value $599K Shares 6,550 Est. Cost $91.45 Unrealized
SURE ADVISORSHARES TR 0.2%
Value $589K Shares 8,479 Est. Cost $69.47 Unrealized
WMT WALMART INC 0.2%
Value $584K Shares 4,173 Est. Cost $38.50 Unrealized +7.3%
PYPL PAYPAL HLDGS INC 0.2%
Value $583K Shares 2,961 Est. Cost $103.97 Unrealized +80.7%
FHLC FIDELITY COVINGTON TRUST 0.2%
Value $576K Shares 10,955 Est. Cost $49.77 Unrealized
HDV ISHARES TR 0.2%
Value $574K Shares 7,132 Est. Cost $91.92 Unrealized
SJM SMUCKER J M CO 0.2%
Value $571K Shares 4,947 Est. Cost $86.62 Unrealized +7.9%
SCHF SCHWAB STRATEGIC TR 0.2%
Value $569K Shares 18,129 Est. Cost $31.39 Unrealized
AIQ GLOBAL X FDS 0.2%
Value $565K Shares 24,034 Est. Cost $23.51 Unrealized
ROKU ROKU INC 0.2%
Value $559K Shares 2,963 Est. Cost $114.37 Unrealized +38.2%
FTEC FIDELITY COVINGTON TRUST 0.2%
Value $557K Shares 6,050 Est. Cost $82.25 Unrealized
SPSB SPDR SER TR 0.2%
Value $556K Shares 17,724 Est. Cost $31.37 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $537K Shares 3,610 Est. Cost $124.90 Unrealized +1.7%
GSLC GOLDMAN SACHS ETF TR 0.2%
Value $534K Shares 7,849 Est. Cost $68.03 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $507K Shares 1,499 Est. Cost $272.58 Unrealized +15.8%
JPM JPMORGAN CHASE & CO 0.2%
Value $502K Shares 5,211 Est. Cost $81.90 Unrealized +4.3%
GOOG ALPHABET INC 0.2%
Value $500K Shares 340 Est. Cost $70.53 Unrealized +7.4%
VTI VANGUARD INDEX FDS 0.2%
Value $496K Shares 2,912 Est. Cost $159.14 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value $495K Shares 7,729 Est. Cost $58.59 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.2%
Value $469K Shares 8,441 Est. Cost $55.14 Unrealized
IYR ISHARES TR 0.2%
Value $467K Shares 5,854 Est. Cost $78.81 Unrealized
WCLD WISDOMTREE TR 0.2%
Value $464K Shares 10,855 Est. Cost $42.75 Unrealized
MINT PIMCO ETF TR 0.2%
Value $463K Shares 4,539 Est. Cost $101.76 Unrealized
SPTL SPDR SER TR 0.2%
Value $453K Shares 9,694 Est. Cost $46.73 Unrealized
RVNU DBX ETF TR 0.2%
Value $411K Shares 14,491 Est. Cost $28.33 Unrealized
T AT&T INC 0.2%
Value $410K Shares 14,400 Est. Cost $15.51 Unrealized +0.3%
D DOMINION ENERGY INC 0.2%
Value $377K Shares 4,771 Est. Cost $62.62 Unrealized -0.9%
CVS CVS HEALTH CORP 0.2%
Value $375K Shares 6,416 Est. Cost $52.56 Unrealized -0.3%
FCOM FIDELITY COVINGTON TRUST 0.2%
Value $368K Shares 9,533 Est. Cost $35.31 Unrealized
ITB ISHARES TR 0.1%
Value $348K Shares 6,150 Est. Cost $46.96 Unrealized
PSA PUBLIC STORAGE 0.1%
Value $345K Shares 1,551 Est. Cost $151.61 Unrealized +7.0%
ESGU ISHARES TR 0.1%
Value $337K Shares 4,423 Est. Cost $70.09 Unrealized
TIPX SPDR SER TR 0.1%
Value $335K Shares 16,154 Est. Cost $20.74 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value $333K Shares 9,435 Est. Cost $34.83 Unrealized
PSK SPDR SER TR 0.1%
Value $333K Shares 7,655 Est. Cost $42.04 Unrealized
SPYM SPDR SER TR 0.1%
Value $331K Shares 8,421 Est. Cost $36.27 Unrealized
TSLA TESLA INC 0.1%
Value $329K Shares 767 Est. Cost $118.07 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value $305K Shares 4,241 Est. Cost $74.91 Unrealized -18.6%
GOVT ISHARES TR 0.1%
Value $305K Shares 10,917 Est. Cost $151.07 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.1%
Value $304K Shares 7,568 Est. Cost $40.17 Unrealized
SMLV SPDR SER TR 0.1%
Value $303K Shares 4,004 Est. Cost $76.32 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value $299K Shares 610 Est. Cost $370.53 Unrealized +25.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value $297K Shares 8,400 Est. Cost $169.40 Unrealized
CMF ISHARES TR 0.1%
Value $296K Shares 4,744 Est. Cost $62.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $296K Shares 1,388 Est. Cost $184.37 Unrealized +10.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $294K Shares 1,001 Est. Cost $293.71 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.1%
Value $294K Shares 10,654 Est. Cost $27.35 Unrealized
AMEDISYS INC 0.1%
Value $284K Shares 1,200 Est. Cost $183.01 Unrealized
SOCL GLOBAL X FDS 0.1%
Value $281K Shares 5,748 Est. Cost $48.89 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value $277K Shares 1,258 Est. Cost $27.55 Unrealized +25.5%
MBB ISHARES TR 0.1%
Value $277K Shares 2,507 Est. Cost $110.49 Unrealized
ITA ISHARES TR 0.1%
Value $271K Shares 1,710 Est. Cost $164.76 Unrealized
XSD SPDR SER TR 0.1%
Value $271K Shares 2,157 Est. Cost $112.01 Unrealized
IBUY AMPLIFY ETF TR 0.1%
Value $268K Shares 3,036 Est. Cost $71.12 Unrealized
CWB SPDR SER TR 0.1%
Value $264K Shares 3,826 Est. Cost $60.80 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value $264K Shares 1,422 Est. Cost $142.70 Unrealized +23.9%
PDBC INVESCO ACTIVELY MANAGED ETC FD 0.1%
Value $260K Shares 19,049 Est. Cost $13.65 Unrealized
IHI ISHARES TR 0.1%
Value $259K Shares 865 Est. Cost $265.17 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value $257K Shares 10,683 Est. Cost $20.73 Unrealized +5.3%
ARKG ARK ETF TR 0.1%
Value $257K Shares 4,030 Est. Cost $63.77 Unrealized
IWF ISHARES TR 0.1%
Value $252K Shares 1,163 Est. Cost $191.65 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.1%
Value $249K Shares 8,745 Est. Cost $27.76 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.1%
Value $248K Shares 6,487 Est. Cost $34.88 Unrealized
LGLV SPDR SER TR 0.1%
Value $248K Shares 2,291 Est. Cost $107.74 Unrealized
CLX CLOROX CO DEL 0.1%
Value $245K Shares 1,165 Est. Cost $188.92 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value $241K Shares 1,370 Est. Cost $175.91 Unrealized
MTUM ISHARES TR 0.1%
Value $240K Shares 1,629 Est. Cost $131.09 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value $237K Shares 8,841 Est. Cost $26.81 Unrealized
USMV ISHARES TR 0.1%
Value $233K Shares 3,653 Est. Cost $63.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $228K Shares 3,783 Est. Cost $48.59 Unrealized 0.0%
PSEP INNOVATOR ETFS TR 0.1%
Value $226K Shares 8,595 Est. Cost $26.29 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $224K Shares 3,115 Est. Cost $69.73 Unrealized -4.6%
PFE PFIZER INC 0.1%
Value $223K Shares 6,064 Est. Cost $27.11 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.1%
Value $219K Shares 3,559 Est. Cost $61.53 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.1%
Value $218K Shares 16,183 Est. Cost $13.17 Unrealized
BWX SPDR SER TR 0.1%
Value $218K Shares 7,345 Est. Cost $29.68 Unrealized
FCAL FIRST TR EXCH TRADED FD III 0.1%
Value $216K Shares 4,100 Est. Cost $52.20 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $216K Shares 948 Est. Cost $227.85 Unrealized
TLT ISHARES TR 0.1%
Value $216K Shares 1,321 Est. Cost $163.51 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value $211K Shares 2,261 Est. Cost $93.32 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value $211K Shares 7,583 Est. Cost $27.83 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value $207K Shares 3,489 Est. Cost $56.50 Unrealized
PFFD GLOBAL X FDS 0.1%
Value $205K Shares 8,274 Est. Cost $24.78 Unrealized
BA BOEING CO 0.1%
Value $204K Shares 1,236 Est. Cost $153.71 Unrealized +10.9%
FDX FEDEX CORP 0.1%
Value $204K Shares 812 Est. Cost $180.94 Unrealized 0.0%
KRMA GLOBAL X FDS 0.1%
Value $203K Shares 8,332 Est. Cost $24.36 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $201K Shares 2,423 Est. Cost $82.96 Unrealized
GLOBAL X FDS 0.0%
Value $119K Shares 15,100 Est. Cost $7.88 Unrealized
F FORD MTR CO DEL 0.0%
Value $83,000 Shares 12,417 Est. Cost $5.65 Unrealized -9.1%
BAC BK OF AMERICA CORP 0.0%
Value $35,000 Shares 3,500 Est. Cost $20.73 Unrealized +5.3%
ACIW ACI WORLDWIDE INC 0.0%
Value $18,000 Shares 686 Est. Cost $33.80 Unrealized -18.1%
HYG ISHARES TR 0.0%
Value $15,000 Shares 12,900 Est. Cost $81.67 Unrealized
UPWK UPWORK INC 0.0%
Value $9,000 Shares 517 Est. Cost $14.97 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value $3,000 Shares 900 Est. Cost $169.40 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $0 Shares 500 Est. Cost $56.50 Unrealized