Avion Wealth Diversified Active

CIK: 0001792704 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 26, 2021

Total Value ($000): $317,946 (100.0% shares, 0.0% debt)

Holdings (360)

VOO VANGUARD INDEX FDS 13.3%
Value ($000) $42,294 Shares 123,058 Est. Cost $303.11 Unrealized
MINT PIMCO ETF TR 12.5%
Value ($000) $39,628 Shares 388,354 Est. Cost $101.82 Unrealized
AGG ISHARES TR 10.4%
Value ($000) $33,123 Shares 280,254 Est. Cost $116.21 Unrealized
SHV ISHARES TR 6.9%
Value ($000) $21,895 Shares 198,095 Est. Cost $110.94 Unrealized
BNDX VANGUARD CHARLOTTE FDS 6.5%
Value ($000) $20,779 Shares 354,897 Est. Cost $56.50 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 6.2%
Value ($000) $19,742 Shares 320,491 Est. Cost $62.31 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 5.2%
Value ($000) $16,461 Shares 348,675 Est. Cost $40.22 Unrealized
BSV VANGUARD BD INDEX FDS 4.8%
Value ($000) $15,295 Shares 184,494 Est. Cost $82.16 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 4.8%
Value ($000) $15,270 Shares 219,962 Est. Cost $70.55 Unrealized
VTI VANGUARD INDEX FDS 4.8%
Value ($000) $15,145 Shares 77,811 Est. Cost $146.02 Unrealized
BK BANK NEW YORK MELLON CORP 3.2%
Value ($000) $10,319 Shares 243,144 Est. Cost $33.86 Unrealized -2.0%
VO VANGUARD INDEX FDS 3.1%
Value ($000) $9,828 Shares 47,529 Est. Cost $175.15 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.7%
Value ($000) $8,545 Shares 170,533 Est. Cost $43.57 Unrealized
VBR VANGUARD INDEX FDS 2.4%
Value ($000) $7,496 Shares 52,709 Est. Cost $112.62 Unrealized
VYM VANGUARD WHITEHALL FDS 1.5%
Value ($000) $4,812 Shares 52,585 Est. Cost $89.40 Unrealized
VNQ VANGUARD INDEX FDS 1.4%
Value ($000) $4,436 Shares 52,229 Est. Cost $91.99 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 1.1%
Value ($000) $3,485 Shares 28,178 Est. Cost $116.94 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,761 Shares 49,272 Est. Cost $54.41 Unrealized
HAL HALLIBURTON CO 0.8%
Value ($000) $2,472 Shares 130,810 Est. Cost $18.25 Unrealized -22.4%
AAPL APPLE INC 0.6%
Value ($000) $1,957 Shares 14,748 Est. Cost $98.14 Unrealized +19.2%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $1,767 Shares 129,248 Est. Cost $13.26 Unrealized -25.0%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,109 Shares 56,635 Est. Cost $26.38 Unrealized
VDE VANGUARD WORLD FDS 0.3%
Value ($000) $991 Shares 19,105 Est. Cost $54.54 Unrealized
SCI SERVICE CORP INTL 0.2%
Value ($000) $732 Shares 14,913 Est. Cost $46.62 Unrealized +1.8%
MSFT MICROSOFT CORP 0.2%
Value ($000) $715 Shares 3,217 Est. Cost $150.04 Unrealized +37.3%
IVV ISHARES TR 0.2%
Value ($000) $608 Shares 1,620 Est. Cost $298.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $551 Shares 2,379 Est. Cost $206.04 Unrealized +6.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $488 Shares 11,836 Est. Cost $50.78 Unrealized -40.2%
AMZN AMAZON COM INC 0.1%
Value ($000) $449 Shares 138 Est. Cost $114.06 Unrealized +39.9%
IJS ISHARES TR 0.1%
Value ($000) $424 Shares 5,220 Est. Cost $108.62 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $416 Shares 4,721 Est. Cost $84.55 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $359 Shares 2,822 Est. Cost $88.48 Unrealized +10.9%
CVGW CALAVO GROWERS INC 0.1%
Value ($000) $358 Shares 5,154 Est. Cost $80.13 Unrealized -21.5%
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $352 Shares 8,135 Est. Cost $62.69 Unrealized -35.5%
PTLC PACER FDS TR 0.1%
Value ($000) $344 Shares 10,516 Est. Cost $32.71 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $333 Shares 4,565 Est. Cost $65.18 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $315 Shares 5,082 Est. Cost $37.00 Unrealized +35.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $258 Shares 1,425 Est. Cost $126.41 Unrealized +10.9%
QUAL ISHARES TR 0.1%
Value ($000) $245 Shares 2,111 Est. Cost $92.50 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $242 Shares 8,013 Est. Cost $37.95 Unrealized -39.3%
UNP UNION PAC CORP 0.1%
Value ($000) $242 Shares 1,162 Est. Cost $155.60 Unrealized +14.4%
V VISA INC 0.1%
Value ($000) $207 Shares 946 Est. Cost $192.41 Unrealized +2.5%
BA BOEING CO 0.1%
Value ($000) $196 Shares 914 Est. Cost $299.89 Unrealized -35.9%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $186 Shares 1,918 Est. Cost $96.98 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $184 Shares 674 Est. Cost $198.23 Unrealized +37.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $181 Shares 2,500 Est. Cost $70.54 Unrealized -8.4%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $178 Shares 6,037 Est. Cost $21.59 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $164 Shares 616 Est. Cost $214.09 Unrealized +13.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $159 Shares 453 Est. Cost $283.42 Unrealized +8.7%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $149 Shares 1,770 Est. Cost $71.89 Unrealized -9.6%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $142 Shares 534 Est. Cost $209.10 Unrealized +6.9%
HYG ISHARES TR 0.0%
Value ($000) $141 Shares 1,611 Est. Cost $87.14 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $139 Shares 2,266 Est. Cost $50.43 Unrealized -1.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $137 Shares 1,915 Est. Cost $54.43 Unrealized +7.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $134 Shares 2,303 Est. Cost $57.29 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $126 Shares 784 Est. Cost $106.67 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $126 Shares 748 Est. Cost $128.17 Unrealized +10.3%
RWR SPDR SER TR 0.0%
Value ($000) $124 Shares 1,431 Est. Cost $104.12 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $123 Shares 175 Est. Cost $105.30 Unrealized +62.1%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $112 Shares 687 Est. Cost $100.44 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $111 Shares 7,018 Est. Cost $13.15 Unrealized -27.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $111 Shares 312 Est. Cost $334.90 Unrealized -4.8%
GOOGL ALPHABET INC 0.0%
Value ($000) $110 Shares 63 Est. Cost $82.98 Unrealized +0.6%
LOW LOWES COS INC 0.0%
Value ($000) $109 Shares 678 Est. Cost $98.27 Unrealized +50.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $107 Shares 887 Est. Cost $104.99 Unrealized -1.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $104 Shares 585 Est. Cost $148.72 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $102 Shares 325 Est. Cost $199.91 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $98 Shares 1,440 Est. Cost $55.51 Unrealized +1.7%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $98 Shares 751 Est. Cost $130.49 Unrealized
KANSAS CITY SOUTHERN 0.0%
Value ($000) $98 Shares 478 Est. Cost $205.02 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $97 Shares 2,363 Est. Cost $41.27 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $97 Shares 2,887 Est. Cost $30.48 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $97 Shares 2,415 Est. Cost $40.98 Unrealized -25.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $96 Shares 450 Est. Cost $213.33 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $96 Shares 1,928 Est. Cost $34.11 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $93 Shares 589 Est. Cost $110.22 Unrealized +15.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $93 Shares 670 Est. Cost $42.00 Unrealized +33.8%
MRK MERCK & CO. INC 0.0%
Value ($000) $92 Shares 1,123 Est. Cost $65.08 Unrealized -0.4%
EFV ISHARES TR 0.0%
Value ($000) $90 Shares 1,899 Est. Cost $47.35 Unrealized
WMT WALMART INC 0.0%
Value ($000) $90 Shares 622 Est. Cost $35.37 Unrealized +27.9%
AVGO BROADCOM INC 0.0%
Value ($000) $89 Shares 203 Est. Cost $34.82 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $89 Shares 165 Est. Cost $50.70 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $89 Shares 1,790 Est. Cost $50.90 Unrealized -13.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $88 Shares 779 Est. Cost $112.97 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $87 Shares 602 Est. Cost $129.28 Unrealized 0.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $87 Shares 391 Est. Cost $240.26 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $86 Shares 970 Est. Cost $83.84 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $85 Shares 1,645 Est. Cost $44.87 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $85 Shares 466 Est. Cost $119.72 Unrealized +28.6%
C CITIGROUP INC 0.0%
Value ($000) $78 Shares 1,260 Est. Cost $54.03 Unrealized -21.6%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $78 Shares 485 Est. Cost $132.50 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $78 Shares 692 Est. Cost $108.94 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $77 Shares 344 Est. Cost $204.03 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $77 Shares 724 Est. Cost $70.99 Unrealized +20.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $76 Shares 479 Est. Cost $134.81 Unrealized 0.0%
EEMV ISHARES INC 0.0%
Value ($000) $76 Shares 1,242 Est. Cost $46.70 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $75 Shares 383 Est. Cost $158.47 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $74 Shares 322 Est. Cost $182.24 Unrealized +7.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $74 Shares 2,301 Est. Cost $22.66 Unrealized -4.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $71 Shares 431 Est. Cost $101.63 Unrealized +32.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $69 Shares 322 Est. Cost $171.84 Unrealized +12.5%
IWF ISHARES TR 0.0%
Value ($000) $69 Shares 288 Est. Cost $149.31 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $67 Shares 374 Est. Cost $168.50 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $66 Shares 286 Est. Cost $144.63 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $64 Shares 955 Est. Cost $67.02 Unrealized
PRESIDIO PPTY TR INC 0.0%
Value ($000) $64 Shares 15,173 Est. Cost $4.22 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $63 Shares 904 Est. Cost $57.17 Unrealized -16.1%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $61 Shares 1,447 Est. Cost $36.71 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $61 Shares 2,728 Est. Cost $21.02 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $61 Shares 526 Est. Cost $97.11 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $59 Shares 255 Est. Cost $196.08 Unrealized
BP BP PLC 0.0%
Value ($000) $59 Shares 2,876 Est. Cost $24.45 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $59 Shares 158 Est. Cost $272.47 Unrealized
IHS MARKIT LTD 0.0%
Value ($000) $59 Shares 658 Est. Cost $89.67 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $58 Shares 646 Est. Cost $89.78 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $58 Shares 1,663 Est. Cost $34.88 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $57 Shares 475 Est. Cost $82.77 Unrealized +10.5%
SYY SYSCO CORP 0.0%
Value ($000) $54 Shares 730 Est. Cost $55.70 Unrealized +7.8%
IEFA ISHARES TR 0.0%
Value ($000) $53 Shares 772 Est. Cost $66.68 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $53 Shares 500 Est. Cost $80.00 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $52 Shares 4,612 Est. Cost $7.37 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $50 Shares 1,367 Est. Cost $25.90 Unrealized +10.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $50 Shares 396 Est. Cost $98.28 Unrealized -5.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $48 Shares 374 Est. Cost $82.89 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $47 Shares 1,048 Est. Cost $36.67 Unrealized -3.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $47 Shares 335 Est. Cost $103.83 Unrealized +18.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $45 Shares 1,098 Est. Cost $31.29 Unrealized 0.0%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $44 Shares 4,221 Est. Cost $8.13 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $43 Shares 316 Est. Cost $117.30 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $43 Shares 1,239 Est. Cost $26.74 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $136.57 Unrealized +19.9%
PHILLIPS 66 PARTNERS LP 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $36.67 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $40 Shares 946 Est. Cost $42.28 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $40 Shares 2,413 Est. Cost $6.35 Unrealized +27.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $40 Shares 530 Est. Cost $50.73 Unrealized +16.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $39 Shares 742 Est. Cost $36.05 Unrealized +15.6%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $39 Shares 6,309 Est. Cost $12.82 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $39 Shares 110 Est. Cost $315.67 Unrealized +2.4%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $39 Shares 427 Est. Cost $60.89 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $38 Shares 230 Est. Cost $147.19 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $38 Shares 120 Est. Cost $282.20 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $37 Shares 184 Est. Cost $203.34 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $37 Shares 465 Est. Cost $79.57 Unrealized
ELD WISDOMTREE TR 0.0%
Value ($000) $36 Shares 1,028 Est. Cost $29.41 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $35 Shares 25 Est. Cost $26.23 Unrealized 0.0%
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 1,050 Est. Cost $33.33 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $35 Shares 100 Est. Cost $347.27 Unrealized 0.0%
RMBS RAMBUS INC DEL 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $15.69 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $34 Shares 1,182 Est. Cost $17.59 Unrealized -12.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $33 Shares 150 Est. Cost $224.62 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $32 Shares 125 Est. Cost $208.47 Unrealized +14.0%
DJP BARCLAYS BANK PLC 0.0%
Value ($000) $32 Shares 1,451 Est. Cost $21.79 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $32 Shares 1,296 Est. Cost $24.69 Unrealized
BLACKROCK INC 0.0%
Value ($000) $32 Shares 45 Est. Cost $444.44 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $31 Shares 2,429 Est. Cost $7.71 Unrealized +26.5%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $31 Shares 115 Est. Cost $247.58 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $31 Shares 115 Est. Cost $145.71 Unrealized +59.3%
MBB ISHARES TR 0.0%
Value ($000) $30 Shares 276 Est. Cost $108.70 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $29 Shares 130 Est. Cost $265.47 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $26 Shares 1,180 Est. Cost $19.59 Unrealized -0.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $26 Shares 336 Est. Cost $62.80 Unrealized +4.5%
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $26 Shares 2,625 Est. Cost $4.95 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $26 Shares 301 Est. Cost $55.06 Unrealized +28.4%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 365 Est. Cost $58.21 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $26 Shares 416 Est. Cost $57.69 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $26 Shares 236 Est. Cost $77.93 Unrealized +25.7%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $25 Shares 144 Est. Cost $118.06 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $25 Shares 182 Est. Cost $123.19 Unrealized -1.6%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 387 Est. Cost $43.93 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $25 Shares 181 Est. Cost $99.45 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $24 Shares 286 Est. Cost $78.11 Unrealized
XPH SPDR SER TR 0.0%
Value ($000) $24 Shares 460 Est. Cost $43.48 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $24 Shares 679 Est. Cost $23.90 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $24 Shares 373 Est. Cost $53.47 Unrealized -0.4%
OVV OVINTIV INC 0.0%
Value ($000) $23 Shares 1,616 Est. Cost $13.13 Unrealized -10.8%
ABIOMED INC 0.0%
Value ($000) $22 Shares 67 Est. Cost $149.25 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $22 Shares 73 Est. Cost $244.51 Unrealized
TEMPLETON GLOBAL INCOME FD 0.0%
Value ($000) $21 Shares 3,826 Est. Cost $6.14 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $21 Shares 323 Est. Cost $52.63 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 309 Est. Cost $67.96 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $21 Shares 303 Est. Cost $67.15 Unrealized +3.1%
XRT SPDR SER TR 0.0%
Value ($000) $20 Shares 309 Est. Cost $48.54 Unrealized
FLOTEK INDS INC DEL 0.0%
Value ($000) $20 Shares 9,433 Est. Cost $2.12 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $20 Shares 18 Est. Cost $99.42 Unrealized +5.6%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $20 Shares 130 Est. Cost $123.08 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $19 Shares 181 Est. Cost $67.19 Unrealized +17.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $18 Shares 85 Est. Cost $116.53 Unrealized +33.8%
CB CHUBB LIMITED 0.0%
Value ($000) $18 Shares 117 Est. Cost $130.40 Unrealized -0.3%
MMM 3M CO 0.0%
Value ($000) $18 Shares 101 Est. Cost $105.95 Unrealized +10.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $17 Shares 98 Est. Cost $82.25 Unrealized +66.5%
ITB ISHARES TR 0.0%
Value ($000) $17 Shares 297 Est. Cost $57.24 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $16 Shares 187 Est. Cost $64.17 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 276 Est. Cost $57.97 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $16 Shares 191 Est. Cost $61.53 Unrealized +19.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $15 Shares 30 Est. Cost $466.37 Unrealized +3.6%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $15 Shares 1,813 Est. Cost $5.63 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $15 Shares 1,028 Est. Cost $11.67 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $15 Shares 334 Est. Cost $38.92 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $15 Shares 210 Est. Cost $61.90 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $14 Shares 152 Est. Cost $92.11 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $14 Shares 274 Est. Cost $43.80 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $14 Shares 1,039 Est. Cost $12.51 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $14 Shares 120 Est. Cost $104.16 Unrealized +3.1%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 839 Est. Cost $14.30 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $12 Shares 144 Est. Cost $69.44 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $46.70 Unrealized +7.3%
INTERCEPT PHARMACEUTICALS IN 0.0%
Value ($000) $12 Shares 500 Est. Cost $62.00 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $27.24 Unrealized -2.0%
GOOG ALPHABET INC 0.0%
Value ($000) $12 Shares 7 Est. Cost $67.34 Unrealized +24.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 291 Est. Cost $37.80 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $11 Shares 229 Est. Cost $45.99 Unrealized -12.4%
PHM PULTE GROUP INC 0.0%
Value ($000) $11 Shares 250 Est. Cost $42.08 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $11 Shares 1,017 Est. Cost $7.52 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $11 Shares 716 Est. Cost $22.75 Unrealized -39.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $11 Shares 73 Est. Cost $95.54 Unrealized +19.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $11 Shares 500 Est. Cost $25.29 Unrealized -33.2%
USMV ISHARES TR 0.0%
Value ($000) $11 Shares 161 Est. Cost $55.90 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $10 Shares 263 Est. Cost $24.90 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $10 Shares 113 Est. Cost $86.30 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $10 Shares 156 Est. Cost $105.77 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $10 Shares 77 Est. Cost $109.46 Unrealized
CVY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 500 Est. Cost $14.00 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $10 Shares 400 Est. Cost $22.50 Unrealized
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $10 Shares 113 Est. Cost $44.25 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $10 Shares 107 Est. Cost $76.24 Unrealized -1.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $10 Shares 20 Est. Cost $11.60 Unrealized +15.1%
RRC RANGE RES CORP 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $3.19 Unrealized +130.6%
OXM OXFORD INDS INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $61.36 Unrealized -15.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $10 Shares 27 Est. Cost $309.06 Unrealized +12.4%
PEP PEPSICO INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $112.76 Unrealized +7.5%
ABERDEEN ASIA-PACIFIC INCOME 0.0%
Value ($000) $9 Shares 2,109 Est. Cost $3.79 Unrealized
BCE BCE INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $29.54 Unrealized +1.8%
KO COCA COLA CO 0.0%
Value ($000) $9 Shares 157 Est. Cost $42.85 Unrealized +3.3%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $9 Shares 367 Est. Cost $19.07 Unrealized
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $9 Shares 2,558 Est. Cost $3.52 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $9 Shares 33 Est. Cost $166.66 Unrealized +38.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $9 Shares 152 Est. Cost $42.04 Unrealized +4.6%
ANGL VANECK VECTORS ETF TR 0.0%
Value ($000) $9 Shares 282 Est. Cost $28.37 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $9 Shares 255 Est. Cost $28.14 Unrealized +9.6%
IWS ISHARES TR 0.0%
Value ($000) $9 Shares 93 Est. Cost $64.52 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $8 Shares 63 Est. Cost $92.18 Unrealized +19.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $71.93 Unrealized +73.4%
ABT ABBOTT LABS 0.0%
Value ($000) $8 Shares 75 Est. Cost $83.88 Unrealized +18.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $8 Shares 17 Est. Cost $369.71 Unrealized +21.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $62.04 Unrealized +2.2%
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 30 Est. Cost $126.12 Unrealized +99.1%
TTD THE TRADE DESK INC 0.0%
Value ($000) $8 Shares 10 Est. Cost $45.67 Unrealized +65.4%
TREX TREX CO INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $69.18 Unrealized +10.6%
JNK SPDR SER TR 0.0%
Value ($000) $7 Shares 63 Est. Cost $96.77 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $39.41 Unrealized -2.0%
CDK GLOBAL INC 0.0%
Value ($000) $7 Shares 127 Est. Cost $31.50 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $134.72 Unrealized +47.2%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
KR KROGER CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.06 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $6 Shares 150 Est. Cost $37.63 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $40.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $6 Shares 121 Est. Cost $37.23 Unrealized -9.1%
O REALTY INCOME CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $45.59 Unrealized 0.0%
HYZD WISDOMTREE TR 0.0%
Value ($000) $6 Shares 263 Est. Cost $19.01 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $6 Shares 958 Est. Cost $3.13 Unrealized
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.33 Unrealized +0.4%
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 312 Est. Cost $19.23 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $6 Shares 315 Est. Cost $19.05 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $6 Shares 80 Est. Cost $106.25 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $6 Shares 155 Est. Cost $26.04 Unrealized +35.9%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $184.40 Unrealized +6.8%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 240 Est. Cost $16.67 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $5 Shares 91 Est. Cost $52.03 Unrealized -14.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.85 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 21 Est. Cost $142.86 Unrealized
CCIF VERTICAL CAP INCOME FD 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $5 Shares 19 Est. Cost $159.09 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $5 Shares 30 Est. Cost $100.00 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $5 Shares 137 Est. Cost $36.50 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $5 Shares 32 Est. Cost $127.80 Unrealized 0.0%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 110 Est. Cost $36.36 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $5 Shares 63 Est. Cost $48.63 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $5 Shares 144 Est. Cost $20.83 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $5 Shares 28 Est. Cost $54.11 Unrealized +106.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $5 Shares 32 Est. Cost $144.98 Unrealized -9.9%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $5 Shares 161 Est. Cost $22.39 Unrealized +5.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $109.63 Unrealized +5.5%
HESS CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $114.97 Unrealized +17.8%
ATLASSIAN CORP PLC 0.0%
Value ($000) $4 Shares 15 Est. Cost $200.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 205 Est. Cost $35.30 Unrealized -49.6%
CREDIT SUISSE AG NASSAU BRH 0.0%
Value ($000) $4 Shares 428 Est. Cost $9.35 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $4 Shares 28 Est. Cost $19.04 Unrealized +35.2%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $4 Shares 61 Est. Cost $49.18 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.56 Unrealized
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $4 Shares 176 Est. Cost $15.63 Unrealized
REG REGENCY CTRS CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $44.84 Unrealized -22.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $3 Shares 186 Est. Cost $19.44 Unrealized -33.5%
ZTS ZOETIS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $125.31 Unrealized +24.0%
SIERRA WIRELESS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $5.00 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.26 Unrealized +20.1%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $2 Shares 17 Est. Cost $111.67 Unrealized 0.0%
LMNR LIMONEIRA CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.06 Unrealized -15.1%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 89 Est. Cost $13.33 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 66 Est. Cost $20.68 Unrealized +23.6%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 5 Est. Cost $200.00 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $75.00 Unrealized
CURO GROUP HOLDINGS CORP 0.0%
Value ($000) $2 Shares 111 Est. Cost $18.02 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
COLONY CAP INC NEW 0.0%
Value ($000) $2 Shares 333 Est. Cost $3.00 Unrealized
SUNWQ SUNWORKS INC 0.0%
Value ($000) $2 Shares 400 Est. Cost $3.88 Unrealized 0.0%
USCI UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $2 Shares 57 Est. Cost $17.54 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $2 Shares 11 Est. Cost $177.44 Unrealized +1.1%
LORDSTOWN MOTORS CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
CNO CNO FINL GROUP INC 0.0%
Value ($000) $1 Shares 47 Est. Cost $18.20 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $22.53 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $128.41 Unrealized 0.0%
DGRO ISHARES TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
OIH VANECK VECTORS ETF TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
TRITON INTL LTD 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $1 Shares 15 Est. Cost $56.33 Unrealized 0.0%
ZUMZ ZUMIEZ INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $33.69 Unrealized 0.0%
HCC WARRIOR MET COAL INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.58 Unrealized 0.0%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.95 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $206.72 Unrealized 0.0%
GIII G III APPAREL GROUP LTD 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.50 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.19 Unrealized 0.0%
DNOW NOW INC 0.0%
Value ($000) $1 Shares 176 Est. Cost $5.63 Unrealized 0.0%
INDEXIQ ETF TR 0.0%
Value ($000) $1 Shares 25 Est. Cost Unrealized
NEW ORIENTAL ED & TECHNOLOGY 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
NAVI NAVIENT CORPORATION 0.0%
Value ($000) $1 Shares 95 Est. Cost $9.50 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $42.01 Unrealized 0.0%
MANTECH INTL CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $8.05 Unrealized 0.0%
KBWY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 25 Est. Cost Unrealized
LIVENT CORP 0.0%
Value ($000) $1 Shares 43 Est. Cost Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 407 Est. Cost $2.98 Unrealized -35.9%
EPP ISHARES INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
KMPR KEMPER CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $71.11 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $150.38 Unrealized 0.0%
ECPG ENCORE CAP GROUP INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $36.36 Unrealized 0.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $368.31 Unrealized 0.0%
IYE ISHARES TR 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
BIODELIVERY SCIENCES INTL IN 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $286.17 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.37 Unrealized 0.0%
ALTERYX INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $46.01 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.65 Unrealized +12.4%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 3 Est. Cost $48.82 Unrealized 0.0%
GRPN GROUPON INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.32 Unrealized +17.8%
URG UR-ENERGY INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.48 Unrealized +13.5%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized