Avion Wealth Diversified Active

CIK: 0001792704 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 6, 2021

Total Value ($000): $286,238 (100.0% shares, 0.0% debt)

Holdings (358)

MINT PIMCO ETF TR 18.8%
Value ($000) $53,679 Shares 526,729 Est. Cost $101.84 Unrealized
VOO VANGUARD INDEX FDS 14.7%
Value ($000) $42,152 Shares 115,707 Est. Cost $303.11 Unrealized
AGG ISHARES TR 9.1%
Value ($000) $26,002 Shares 228,430 Est. Cost $116.21 Unrealized
BNDX VANGUARD CHARLOTTE FDS 7.4%
Value ($000) $21,053 Shares 368,576 Est. Cost $56.52 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 7.3%
Value ($000) $20,874 Shares 425,050 Est. Cost $41.82 Unrealized
VTI VANGUARD INDEX FDS 5.2%
Value ($000) $14,767 Shares 71,447 Est. Cost $146.02 Unrealized
VYM VANGUARD WHITEHALL FDS 4.6%
Value ($000) $13,193 Shares 130,506 Est. Cost $96.38 Unrealized
BSV VANGUARD BD INDEX FDS 4.4%
Value ($000) $12,604 Shares 153,348 Est. Cost $82.16 Unrealized
VO VANGUARD INDEX FDS 3.8%
Value ($000) $10,893 Shares 49,215 Est. Cost $176.73 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.5%
Value ($000) $10,125 Shares 194,528 Est. Cost $44.62 Unrealized
BK BANK NEW YORK MELLON CORP 3.4%
Value ($000) $9,690 Shares 204,916 Est. Cost $33.86 Unrealized +13.1%
VBR VANGUARD INDEX FDS 3.1%
Value ($000) $8,800 Shares 53,137 Est. Cost $112.62 Unrealized
VNQ VANGUARD INDEX FDS 1.9%
Value ($000) $5,400 Shares 58,785 Est. Cost $91.98 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 1.5%
Value ($000) $4,361 Shares 31,902 Est. Cost $119.25 Unrealized
HAL HALLIBURTON CO 1.3%
Value ($000) $3,802 Shares 177,150 Est. Cost $18.48 Unrealized +3.5%
KMI KINDER MORGAN INC DEL 0.8%
Value ($000) $2,152 Shares 129,248 Est. Cost $13.26 Unrealized -12.8%
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,691 Shares 31,347 Est. Cost $54.41 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $1,567 Shares 12,826 Est. Cost $98.14 Unrealized +27.4%
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $1,563 Shares 70,960 Est. Cost $25.50 Unrealized
VDE VANGUARD WORLD FDS 0.5%
Value ($000) $1,350 Shares 19,853 Est. Cost $55.05 Unrealized
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $950 Shares 18,432 Est. Cost $51.54 Unrealized
SCI SERVICE CORP INTL 0.3%
Value ($000) $761 Shares 14,913 Est. Cost $46.62 Unrealized +7.4%
IVV ISHARES TR 0.3%
Value ($000) $756 Shares 1,900 Est. Cost $313.07 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $641 Shares 4,753 Est. Cost $134.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $638 Shares 2,497 Est. Cost $207.78 Unrealized +16.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $630 Shares 11,288 Est. Cost $50.78 Unrealized -14.7%
MSFT MICROSOFT CORP 0.2%
Value ($000) $603 Shares 2,558 Est. Cost $150.04 Unrealized +48.6%
UAL UNITED AIRLS HLDGS INC 0.2%
Value ($000) $563 Shares 9,787 Est. Cost $60.35 Unrealized -19.1%
IJS ISHARES TR 0.2%
Value ($000) $526 Shares 5,220 Est. Cost $108.62 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $413 Shares 2,712 Est. Cost $88.48 Unrealized +43.8%
CVGW CALAVO GROWERS INC 0.1%
Value ($000) $400 Shares 5,154 Est. Cost $80.13 Unrealized -14.0%
UNP UNION PAC CORP 0.1%
Value ($000) $393 Shares 1,784 Est. Cost $166.93 Unrealized +12.7%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $360 Shares 46,874 Est. Cost $8.37 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $355 Shares 4,677 Est. Cost $65.44 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $321 Shares 5,082 Est. Cost $37.00 Unrealized +37.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $307 Shares 7,863 Est. Cost $37.95 Unrealized -16.7%
AMZN AMAZON COM INC 0.1%
Value ($000) $269 Shares 87 Est. Cost $114.06 Unrealized +39.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $263 Shares 3,105 Est. Cost $84.55 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $257 Shares 2,111 Est. Cost $92.50 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $226 Shares 1,225 Est. Cost $126.41 Unrealized +42.5%
DJP BARCLAYS BANK PLC 0.1%
Value ($000) $211 Shares 8,934 Est. Cost $23.32 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $207 Shares 3,364 Est. Cost $62.31 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 6,037 Est. Cost $21.59 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $188 Shares 639 Est. Cost $198.23 Unrealized +34.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $187 Shares 2,500 Est. Cost $70.54 Unrealized -16.2%
BA BOEING CO 0.1%
Value ($000) $182 Shares 714 Est. Cost $299.89 Unrealized -25.9%
PTLC PACER FDS TR 0.1%
Value ($000) $181 Shares 5,216 Est. Cost $32.71 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $176 Shares 1,100 Est. Cost $154.00 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $169 Shares 1,528 Est. Cost $110.94 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $153 Shares 7,018 Est. Cost $13.15 Unrealized +21.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $148 Shares 1,915 Est. Cost $54.43 Unrealized +19.9%
LLY LILLY ELI & CO 0.0%
Value ($000) $140 Shares 748 Est. Cost $128.17 Unrealized +45.2%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $140 Shares 2,303 Est. Cost $57.29 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $136 Shares 1,432 Est. Cost $104.12 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $136 Shares 1,561 Est. Cost $87.14 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $135 Shares 2,166 Est. Cost $50.43 Unrealized -1.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $134 Shares 3,679 Est. Cost $23.74 Unrealized +7.7%
LOW LOWES COS INC 0.0%
Value ($000) $129 Shares 678 Est. Cost $98.27 Unrealized +59.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $128 Shares 2,415 Est. Cost $40.98 Unrealized +1.0%
MTUM ISHARES TR 0.0%
Value ($000) $126 Shares 784 Est. Cost $106.67 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $125 Shares 887 Est. Cost $104.99 Unrealized +18.4%
GATOS SILVER INC 0.0%
Value ($000) $120 Shares 12,073 Est. Cost $9.94 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $117 Shares 175 Est. Cost $105.30 Unrealized +138.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $115 Shares 313 Est. Cost $334.90 Unrealized -10.4%
INTC INTEL CORP 0.0%
Value ($000) $115 Shares 1,790 Est. Cost $50.90 Unrealized +6.3%
HD HOME DEPOT INC 0.0%
Value ($000) $114 Shares 375 Est. Cost $214.09 Unrealized +14.2%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $113 Shares 687 Est. Cost $100.44 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $106 Shares 2,887 Est. Cost $30.48 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $105 Shares 2,365 Est. Cost $41.27 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $105 Shares 998 Est. Cost $71.89 Unrealized +10.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $104 Shares 325 Est. Cost $199.91 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $104 Shares 670 Est. Cost $42.00 Unrealized +60.8%
V VISA INC 0.0%
Value ($000) $103 Shares 488 Est. Cost $192.41 Unrealized +5.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $101 Shares 615 Est. Cost $111.52 Unrealized +26.2%
ESM ACQUISITION CORPORATION 0.0%
Value ($000) $99 Shares 10,000 Est. Cost $9.90 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $98 Shares 450 Est. Cost $213.33 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $97 Shares 1,333 Est. Cost $54.15 Unrealized +3.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $95 Shares 1,440 Est. Cost $55.51 Unrealized +12.2%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $95 Shares 970 Est. Cost $83.84 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $90 Shares 1,345 Est. Cost $70.55 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $88 Shares 1,645 Est. Cost $44.87 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $86 Shares 651 Est. Cost $130.49 Unrealized
WMT WALMART INC 0.0%
Value ($000) $84 Shares 622 Est. Cost $35.37 Unrealized +22.4%
MRK MERCK & CO. INC 0.0%
Value ($000) $82 Shares 1,067 Est. Cost $65.08 Unrealized -3.1%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $82 Shares 485 Est. Cost $132.50 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $81 Shares 431 Est. Cost $101.63 Unrealized +48.9%
AMGN AMGEN INC 0.0%
Value ($000) $80 Shares 322 Est. Cost $182.24 Unrealized +12.3%
EOG EOG RES INC 0.0%
Value ($000) $80 Shares 1,103 Est. Cost $34.11 Unrealized +47.8%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $79 Shares 344 Est. Cost $204.03 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $79 Shares 724 Est. Cost $70.99 Unrealized +32.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $79 Shares 679 Est. Cost $112.97 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $76 Shares 692 Est. Cost $108.94 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $74 Shares 904 Est. Cost $57.17 Unrealized +13.5%
IWM ISHARES TR 0.0%
Value ($000) $74 Shares 334 Est. Cost $158.47 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $74 Shares 286 Est. Cost $144.63 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $73 Shares 195 Est. Cost $283.42 Unrealized +12.8%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $73 Shares 2,728 Est. Cost $21.02 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $73 Shares 140 Est. Cost $50.70 Unrealized +4.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $72 Shares 322 Est. Cost $171.84 Unrealized +11.3%
IEFA ISHARES TR 0.0%
Value ($000) $72 Shares 999 Est. Cost $67.91 Unrealized
BP BP PLC 0.0%
Value ($000) $70 Shares 2,881 Est. Cost $24.45 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $70 Shares 955 Est. Cost $67.02 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $67 Shares 230 Est. Cost $209.10 Unrealized +22.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $67 Shares 475 Est. Cost $82.77 Unrealized +36.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $65 Shares 1,663 Est. Cost $34.88 Unrealized
IHS MARKIT LTD 0.0%
Value ($000) $64 Shares 658 Est. Cost $89.67 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $64 Shares 4,612 Est. Cost $7.37 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $63 Shares 1,447 Est. Cost $36.71 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $63 Shares 158 Est. Cost $272.47 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $63 Shares 1,291 Est. Cost $46.32 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $62 Shares 1,212 Est. Cost $47.35 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $60 Shares 646 Est. Cost $89.78 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $59 Shares 500 Est. Cost $80.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $57 Shares 250 Est. Cost $196.08 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $57 Shares 246 Est. Cost $119.72 Unrealized +57.9%
SYY SYSCO CORP 0.0%
Value ($000) $57 Shares 730 Est. Cost $55.70 Unrealized +22.2%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $56 Shares 1,155 Est. Cost $40.76 Unrealized +5.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $55 Shares 416 Est. Cost $98.27 Unrealized -0.2%
CSCO CISCO SYS INC 0.0%
Value ($000) $54 Shares 1,048 Est. Cost $36.67 Unrealized +10.8%
IWF ISHARES TR 0.0%
Value ($000) $53 Shares 218 Est. Cost $149.31 Unrealized
PHILLIPS 66 PARTNERS LP 0.0%
Value ($000) $48 Shares 1,500 Est. Cost $36.67 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $47 Shares 530 Est. Cost $50.73 Unrealized +63.2%
PFE PFIZER INC 0.0%
Value ($000) $46 Shares 1,267 Est. Cost $25.90 Unrealized +8.2%
GOOGL ALPHABET INC 0.0%
Value ($000) $43 Shares 21 Est. Cost $82.98 Unrealized +18.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $136.57 Unrealized +29.3%
DE DEERE & CO 0.0%
Value ($000) $43 Shares 115 Est. Cost $145.71 Unrealized +111.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $43 Shares 1,900 Est. Cost $22.60 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $41 Shares 2,429 Est. Cost $7.71 Unrealized +72.7%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $41 Shares 427 Est. Cost $60.89 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $40 Shares 742 Est. Cost $36.05 Unrealized +28.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $40 Shares 285 Est. Cost $82.89 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $38 Shares 706 Est. Cost $31.29 Unrealized +42.6%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $38 Shares 465 Est. Cost $79.57 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $38 Shares 1,616 Est. Cost $13.13 Unrealized +62.9%
TTD THE TRADE DESK INC 0.0%
Value ($000) $38 Shares 58 Est. Cost $71.83 Unrealized +7.6%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $37 Shares 186 Est. Cost $134.81 Unrealized +24.2%
F FORD MTR CO DEL 0.0%
Value ($000) $37 Shares 3,050 Est. Cost $8.63 Unrealized +0.6%
EEMV ISHARES INC 0.0%
Value ($000) $37 Shares 593 Est. Cost $46.70 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $36 Shares 100 Est. Cost $315.67 Unrealized +7.6%
BLACKROCK INC 0.0%
Value ($000) $34 Shares 45 Est. Cost $444.44 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $34 Shares 1,050 Est. Cost $33.33 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $34 Shares 310 Est. Cost $109.68 Unrealized
ELD WISDOMTREE TR 0.0%
Value ($000) $33 Shares 1,029 Est. Cost $29.41 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $33 Shares 199 Est. Cost $129.28 Unrealized +12.5%
IVE ISHARES TR 0.0%
Value ($000) $32 Shares 226 Est. Cost $130.65 Unrealized
KANSAS CITY SOUTHERN 0.0%
Value ($000) $32 Shares 122 Est. Cost $205.02 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $31 Shares 763 Est. Cost $26.74 Unrealized +29.1%
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $30 Shares 2,625 Est. Cost $4.95 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $30 Shares 276 Est. Cost $108.70 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $28 Shares 387 Est. Cost $43.93 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $27 Shares 679 Est. Cost $23.90 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 144 Est. Cost $118.06 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $27 Shares 181 Est. Cost $99.45 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $27 Shares 236 Est. Cost $77.93 Unrealized +29.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $25 Shares 336 Est. Cost $62.80 Unrealized +9.6%
IEMG ISHARES INC 0.0%
Value ($000) $25 Shares 386 Est. Cost $58.35 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 416 Est. Cost $57.69 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $24 Shares 182 Est. Cost $123.19 Unrealized +4.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $86.17 Unrealized -0.1%
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.00 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $24 Shares 73 Est. Cost $244.51 Unrealized
XPH SPDR SER TR 0.0%
Value ($000) $23 Shares 460 Est. Cost $43.48 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $23 Shares 388 Est. Cost $42.16 Unrealized +0.2%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $22 Shares 286 Est. Cost $78.11 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $21 Shares 157 Est. Cost $55.06 Unrealized +92.0%
ABIOMED INC 0.0%
Value ($000) $21 Shares 67 Est. Cost $149.25 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 309 Est. Cost $67.96 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $20 Shares 130 Est. Cost $123.08 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 258 Est. Cost $58.21 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $20 Shares 125 Est. Cost $141.96 Unrealized +4.8%
VLUE ISHARES TR 0.0%
Value ($000) $19 Shares 187 Est. Cost $64.17 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $19 Shares 357 Est. Cost $43.15 Unrealized +0.5%
MMM 3M CO 0.0%
Value ($000) $19 Shares 101 Est. Cost $105.95 Unrealized +18.1%
IWS ISHARES TR 0.0%
Value ($000) $18 Shares 167 Est. Cost $83.69 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $18 Shares 117 Est. Cost $130.40 Unrealized +15.2%
SDOG ALPS ETF TR 0.0%
Value ($000) $17 Shares 334 Est. Cost $38.92 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $17 Shares 75 Est. Cost $208.47 Unrealized +20.6%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $17 Shares 716 Est. Cost $22.75 Unrealized -15.2%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $17 Shares 1,813 Est. Cost $5.63 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $17 Shares 1,028 Est. Cost $11.67 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 276 Est. Cost $57.97 Unrealized
TEMPLETON GLOBAL INCOME FD 0.0%
Value ($000) $16 Shares 2,995 Est. Cost $6.14 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $15 Shares 191 Est. Cost $61.53 Unrealized +13.7%
RRC RANGE RES CORP 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $3.19 Unrealized +204.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $15 Shares 100 Est. Cost $131.67 Unrealized 0.0%
EFAV ISHARES TR 0.0%
Value ($000) $15 Shares 210 Est. Cost $61.90 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $15 Shares 120 Est. Cost $104.16 Unrealized +3.8%
ITB ISHARES TR 0.0%
Value ($000) $14 Shares 211 Est. Cost $57.24 Unrealized
T AT&T INC 0.0%
Value ($000) $14 Shares 452 Est. Cost $17.59 Unrealized -8.2%
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $14 Shares 1,039 Est. Cost $12.51 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $14 Shares 159 Est. Cost $48.54 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $14 Shares 152 Est. Cost $92.11 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $14 Shares 229 Est. Cost $45.99 Unrealized +7.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $14 Shares 500 Est. Cost $25.29 Unrealized -6.2%
ABBV ABBVIE INC 0.0%
Value ($000) $14 Shares 131 Est. Cost $67.19 Unrealized +32.3%
HYLB DBX ETF TR 0.0%
Value ($000) $14 Shares 274 Est. Cost $43.80 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $14 Shares 7 Est. Cost $67.34 Unrealized +46.2%
GENERAL ELECTRIC CO 0.0%
Value ($000) $13 Shares 1,017 Est. Cost $7.52 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $13 Shares 73 Est. Cost $95.54 Unrealized +38.1%
OXM OXFORD INDS INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $61.36 Unrealized +25.2%
OKE ONEOK INC NEW 0.0%
Value ($000) $13 Shares 263 Est. Cost $24.90 Unrealized +38.6%
IYR ISHARES TR 0.0%
Value ($000) $13 Shares 144 Est. Cost $69.44 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $13 Shares 184 Est. Cost $70.65 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $12 Shares 400 Est. Cost $25.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $12 Shares 441 Est. Cost $29.03 Unrealized -18.7%
INTERCEPT PHARMACEUTICALS IN 0.0%
Value ($000) $12 Shares 500 Est. Cost $62.00 Unrealized
CVY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 500 Est. Cost $14.00 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $46.70 Unrealized +6.6%
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $11 Shares 2,558 Est. Cost $3.52 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $11 Shares 20 Est. Cost $11.60 Unrealized +15.6%
USMV ISHARES TR 0.0%
Value ($000) $11 Shares 161 Est. Cost $55.90 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $11 Shares 151 Est. Cost $52.63 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $10 Shares 156 Est. Cost $105.77 Unrealized
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $10 Shares 113 Est. Cost $44.25 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $10 Shares 27 Est. Cost $309.06 Unrealized +6.7%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $10 Shares 367 Est. Cost $19.07 Unrealized
MGNI MAGNITE INC 0.0%
Value ($000) $10 Shares 250 Est. Cost $43.32 Unrealized 0.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.06 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $10 Shares 33 Est. Cost $166.66 Unrealized +62.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $10 Shares 20 Est. Cost $466.37 Unrealized +0.2%
BCE BCE INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $29.54 Unrealized +6.5%
DISCOVER FINL SVCS 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $9 Shares 30 Est. Cost $126.12 Unrealized +85.7%
GNTX GENTEX CORP 0.0%
Value ($000) $9 Shares 255 Est. Cost $28.14 Unrealized +26.2%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.98 Unrealized
ABERDEEN ASIA-PACIFIC INCOME 0.0%
Value ($000) $9 Shares 2,109 Est. Cost $3.79 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $9 Shares 75 Est. Cost $83.88 Unrealized +29.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $9 Shares 8 Est. Cost $99.42 Unrealized +21.5%
TREX TREX CO INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $69.18 Unrealized +35.9%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 266 Est. Cost $33.83 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $8 Shares 17 Est. Cost $369.71 Unrealized +35.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $62.04 Unrealized -5.7%
PEP PEPSICO INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $112.76 Unrealized +4.6%
VTR VENTAS INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $39.41 Unrealized +9.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $8 Shares 63 Est. Cost $92.18 Unrealized +21.6%
CMI CUMMINS INC 0.0%
Value ($000) $8 Shares 29 Est. Cost $134.72 Unrealized +64.7%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.00 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $7 Shares 63 Est. Cost $96.77 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $7 Shares 22 Est. Cost $184.40 Unrealized +50.2%
FSK FS KKR CAP CORP 0.0%
Value ($000) $7 Shares 339 Est. Cost $6.35 Unrealized +46.9%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $7 Shares 958 Est. Cost $3.13 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $7 Shares 127 Est. Cost $31.50 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $71.93 Unrealized +80.3%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $6 Shares 30 Est. Cost $100.00 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 312 Est. Cost $19.23 Unrealized
DUKE REALTY CORP 0.0%
Value ($000) $6 Shares 134 Est. Cost $44.78 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 67 Est. Cost $75.46 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $6 Shares 162 Est. Cost $22.39 Unrealized +36.8%
BMBL BUMBLE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $67.36 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $233.92 Unrealized 0.0%
HYZD WISDOMTREE TR 0.0%
Value ($000) $6 Shares 263 Est. Cost $19.01 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $6 Shares 80 Est. Cost $106.25 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $6 Shares 19 Est. Cost $159.09 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 110 Est. Cost $36.36 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 21 Est. Cost $142.86 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $5 Shares 137 Est. Cost $36.50 Unrealized
WEINGARTEN RLTY INVS 0.0%
Value ($000) $5 Shares 184 Est. Cost $27.17 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
CCIF VERTICAL CAP INCOME FD 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $5 Shares 176 Est. Cost $15.63 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $27.24 Unrealized +11.6%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 240 Est. Cost $16.67 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.80 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.01 Unrealized 0.0%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.88 Unrealized 0.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $5 Shares 63 Est. Cost $48.63 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $5 Shares 91 Est. Cost $52.03 Unrealized -12.6%
REG REGENCY CTRS CORP 0.0%
Value ($000) $5 Shares 80 Est. Cost $44.84 Unrealized -4.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $5 Shares 186 Est. Cost $19.44 Unrealized +21.3%
GUNR FLEXSHARES TR 0.0%
Value ($000) $5 Shares 144 Est. Cost $20.83 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $5 Shares 73 Est. Cost $53.47 Unrealized +11.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $5 Shares 28 Est. Cost $19.04 Unrealized +54.7%
IEF ISHARES TR 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $12.26 Unrealized +57.7%
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.56 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $4 Shares 28 Est. Cost $54.11 Unrealized +227.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $4 Shares 61 Est. Cost $49.18 Unrealized
CREDIT SUISSE AG NASSAU BRH 0.0%
Value ($000) $4 Shares 428 Est. Cost $9.35 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $51.55 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 66 Est. Cost $20.68 Unrealized +38.4%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $116.53 Unrealized +81.6%
CANOPY GROWTH CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.69 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $3 Shares 11 Est. Cost $177.44 Unrealized +15.1%
SIERRA WIRELESS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $5.00 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $3 Shares 20 Est. Cost $100.00 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $3 Shares 20 Est. Cost $50.00 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $125.31 Unrealized +21.0%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $2 Shares 17 Est. Cost $111.67 Unrealized +6.4%
XL FLEET CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $2 Shares 60 Est. Cost $16.67 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $75.00 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $2 Shares 142 Est. Cost $14.08 Unrealized
DNOW NOW INC 0.0%
Value ($000) $2 Shares 176 Est. Cost $5.63 Unrealized +73.8%
FXI ISHARES TR 0.0%
Value ($000) $2 Shares 51 Est. Cost $35.76 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 5 Est. Cost $200.00 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $2 Shares 14 Est. Cost $46.01 Unrealized +43.2%
GIII G III APPAREL GROUP LTD 0.0%
Value ($000) $2 Shares 50 Est. Cost $18.50 Unrealized +57.0%
LMNR LIMONEIRA CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.06 Unrealized -6.2%
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 407 Est. Cost $2.98 Unrealized +132.6%
CHURCHILL CAPITAL CORP IV 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $29.07 Unrealized 0.0%
COLONY CAP INC NEW 0.0%
Value ($000) $2 Shares 333 Est. Cost $3.00 Unrealized
USCI UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $2 Shares 57 Est. Cost $17.54 Unrealized
FISKER INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
CURO GROUP HOLDINGS CORP 0.0%
Value ($000) $2 Shares 111 Est. Cost $18.02 Unrealized
ROM PROSHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $42.01 Unrealized +6.6%
ELV ANTHEM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $286.17 Unrealized +5.1%
LORDSTOWN MOTORS CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $8.05 Unrealized +17.6%
LDI LOANDEPOT INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.29 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.37 Unrealized +10.0%
ATLAS CREST INVT CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.19 Unrealized +2.6%
LIVENT CORP 0.0%
Value ($000) $1 Shares 43 Est. Cost Unrealized
ERIC ERICSSON 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BIODELIVERY SCIENCES INTL IN 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $42.08 Unrealized +5.7%
KMPR KEMPER CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $71.11 Unrealized +8.4%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.95 Unrealized +9.8%
BC BRUNSWICK CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $83.07 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
CNO CNO FINL GROUP INC 0.0%
Value ($000) $1 Shares 47 Est. Cost $18.20 Unrealized +17.4%
OIH VANECK VECTORS ETF TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
ANGL VANECK VECTORS ETF TR 0.0%
Value ($000) $1 Shares 42 Est. Cost $28.37 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
NAVI NAVIENT CORPORATION 0.0%
Value ($000) $1 Shares 96 Est. Cost $9.53 Unrealized +29.2%
ECPG ENCORE CAP GROUP INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $36.36 Unrealized -2.4%
DHI D R HORTON INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $67.15 Unrealized +11.0%
NEW ORIENTAL ED & TECHNOLOGY 0.0%
Value ($000) $1 Shares 60 Est. Cost $31.67 Unrealized
EPP ISHARES INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
DOW DOW INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.81 Unrealized 0.0%
INDEXIQ ETF TR 0.0%
Value ($000) $1 Shares 25 Est. Cost Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.91 Unrealized 0.0%
KBWY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 25 Est. Cost Unrealized
TRITON INTL LTD 0.0%
Value ($000) $1 Shares 24 Est. Cost $43.40 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $1 Shares 15 Est. Cost $56.33 Unrealized +20.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
ZUMZ ZUMIEZ INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $33.69 Unrealized +32.2%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $22.53 Unrealized +17.6%
SIGNIFY HEALTH INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
SUNWQ SUNWORKS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.88 Unrealized +279.6%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $128.41 Unrealized +19.1%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.37 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 3 Est. Cost $48.82 Unrealized +34.3%
URBAN-GRO INC 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
URG UR-ENERGY INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.48 Unrealized +123.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
ALTERYX INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
GRPN GROUPON INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.32 Unrealized +85.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized