Wealth Alliance Diversified Active

CIK: 0001793904 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value ($000): $489,167 (100.0% shares, 0.0% debt)

Holdings (443)

IVV ISHARES S&P 500 7.8%
Value ($000) $38,232 Shares 84,268 Est. Cost $387.87 Unrealized
AAPL APPLE INC 6.5%
Value ($000) $31,908 Shares 182,740 Est. Cost $96.75 Unrealized +70.4%
ESGU ISHARES TR ESG AWARE MSCI USA ETF 4.5%
Value ($000) $21,818 Shares 215,280 Est. Cost $97.60 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $9,345 Shares 30,311 Est. Cost $161.94 Unrealized +79.9%
EFV ISHARES TR EAFE VALUE ETF 1.8%
Value ($000) $8,749 Shares 174,061 Est. Cost $50.55 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 1.6%
Value ($000) $7,967 Shares 17,640 Est. Cost $317.34 Unrealized
AMZN AMAZON.COM INC 1.5%
Value ($000) $7,426 Shares 2,278 Est. Cost $119.80 Unrealized +29.0%
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 1.5%
Value ($000) $7,175 Shares 71,637 Est. Cost $100.16 Unrealized
IUSB ISHARES TR CORE TOTAL USD 1.3%
Value ($000) $6,414 Shares 129,239 Est. Cost $52.38 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 1.3%
Value ($000) $6,375 Shares 166,437 Est. Cost $25.14 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 1.2%
Value ($000) $5,999 Shares 55,611 Est. Cost $85.72 Unrealized
COMT ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 1.1%
Value ($000) $5,266 Shares 131,491 Est. Cost $29.72 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 1.0%
Value ($000) $5,105 Shares 53,029 Est. Cost $105.41 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.9%
Value ($000) $4,546 Shares 29,195 Est. Cost $122.55 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.9%
Value ($000) $4,321 Shares 39,867 Est. Cost $86.45 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.8%
Value ($000) $3,871 Shares 18,214 Est. Cost $146.20 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $3,828 Shares 7,506 Est. Cost $258.00 Unrealized +74.9%
IJH ISHARES S&P MIDCAP 400 INDEX FUND 0.8%
Value ($000) $3,823 Shares 14,247 Est. Cost $190.86 Unrealized
ABBV ABBVIE INC COM USD0.01 0.8%
Value ($000) $3,823 Shares 23,583 Est. Cost $74.09 Unrealized +70.6%
GOVT ISHARES TR US TREAS BD ETF 0.8%
Value ($000) $3,737 Shares 150,029 Est. Cost $26.26 Unrealized
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.7%
Value ($000) $3,446 Shares 93,560 Est. Cost $33.71 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.7%
Value ($000) $3,408 Shares 158,375 Est. Cost $22.58 Unrealized
ESGE ISHARES INC ESG AWR MSCI EM 0.7%
Value ($000) $3,331 Shares 90,677 Est. Cost $41.03 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $3,226 Shares 19,812 Est. Cost $84.32 Unrealized +45.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,189 Shares 62,610 Est. Cost $42.43 Unrealized -2.2%
VO VANGUARD MID-CAP INDEX FUND 0.6%
Value ($000) $2,910 Shares 12,234 Est. Cost $145.26 Unrealized
OZ BELPOINTE PREP LLC UNIT RP LTD LB A 0.6%
Value ($000) $2,845 Shares 28,474 Est. Cost $100.11 Unrealized -7.3%
META META PLATFORMS INC CLASS A COMMON STOCK 0.6%
Value ($000) $2,722 Shares 12,244 Est. Cost $211.68 Unrealized +17.2%
IYE ISHARES DOW JONES US ENERGY SECTOR FUND 0.5%
Value ($000) $2,688 Shares 65,701 Est. Cost $31.13 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $2,595 Shares 23,664 Est. Cost $114.52 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,528 Shares 905 Est. Cost $79.66 Unrealized +69.4%
MRK MERCK &CO. INC COM 0.5%
Value ($000) $2,473 Shares 30,142 Est. Cost $64.57 Unrealized +8.2%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $2,374 Shares 32,249 Est. Cost $78.40 Unrealized
SUSL ISHARES TR ESG MSCI LEADR 0.5%
Value ($000) $2,367 Shares 29,886 Est. Cost $78.10 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.5%
Value ($000) $2,246 Shares 12,670 Est. Cost $119.52 Unrealized +27.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.4%
Value ($000) $2,186 Shares 25,798 Est. Cost $66.89 Unrealized +7.7%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,173 Shares 15,938 Est. Cost $103.39 Unrealized +29.3%
T AT&T INC COM USD1 0.4%
Value ($000) $2,143 Shares 90,707 Est. Cost $16.85 Unrealized -11.5%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $2,127 Shares 38,157 Est. Cost $38.23 Unrealized +31.5%
AVGO BROADCOM INC COM 0.4%
Value ($000) $2,071 Shares 3,289 Est. Cost $31.80 Unrealized +73.2%
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND 0.4%
Value ($000) $2,070 Shares 35,667 Est. Cost $73.57 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.4%
Value ($000) $2,061 Shares 21,947 Est. Cost $60.35 Unrealized +37.2%
VLUE ISHARES TR MSCI USA VALUE 0.4%
Value ($000) $2,052 Shares 19,619 Est. Cost $100.21 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.4%
Value ($000) $2,045 Shares 9,177 Est. Cost $143.91 Unrealized
IVLU ISHARES TR MSCI INTL VLU FT 0.4%
Value ($000) $2,012 Shares 79,060 Est. Cost $25.51 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,007 Shares 24,300 Est. Cost $45.50 Unrealized +49.2%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.4%
Value ($000) $1,967 Shares 18,366 Est. Cost $116.84 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $1,942 Shares 26,591 Est. Cost $50.66 Unrealized +12.2%
PEP PEPSICO INC 0.4%
Value ($000) $1,937 Shares 11,576 Est. Cost $114.24 Unrealized +29.9%
V VISA INC 0.4%
Value ($000) $1,926 Shares 8,684 Est. Cost $189.59 Unrealized +10.8%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.4%
Value ($000) $1,884 Shares 35,918 Est. Cost $57.01 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.4%
Value ($000) $1,846 Shares 12,332 Est. Cost $91.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.4%
Value ($000) $1,821 Shares 5,160 Est. Cost $212.87 Unrealized +52.0%
PFE PFIZER INC 0.4%
Value ($000) $1,769 Shares 34,173 Est. Cost $28.73 Unrealized +47.8%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.4%
Value ($000) $1,738 Shares 9,476 Est. Cost $104.69 Unrealized +50.2%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $1,709 Shares 6,263 Est. Cost $18.35 Unrealized +36.4%
CCI CROWN CASTLE INTL CORP NEW COM ISIN #US22822V1017 SEDOL #BTGQCX1 0.3%
Value ($000) $1,698 Shares 9,197 Est. Cost $131.90 Unrealized +10.5%
PJUN INNOVATOR ETFS TR US EQTY PWR BUF 0.3%
Value ($000) $1,698 Shares 52,769 Est. Cost $28.06 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $1,661 Shares 35,478 Est. Cost $37.15 Unrealized +15.3%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $1,585 Shares 4,433 Est. Cost $314.39 Unrealized +11.8%
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 0.3%
Value ($000) $1,581 Shares 18,964 Est. Cost $84.66 Unrealized
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $1,575 Shares 12,646 Est. Cost $127.55 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $1,562 Shares 11,390 Est. Cost $136.75 Unrealized +3.3%
OEF ISHARES S&P 100 INDEX FUND 0.3%
Value ($000) $1,560 Shares 7,481 Est. Cost $206.19 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $1,539 Shares 15,534 Est. Cost $61.50 Unrealized +41.1%
LINDE PLC COM EUR0.001 0.3%
Value ($000) $1,532 Shares 4,797 Est. Cost $178.40 Unrealized
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.3%
Value ($000) $1,507 Shares 35,749 Est. Cost $36.73 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1,485 Shares 12,553 Est. Cost $92.40 Unrealized +24.9%
ACN ACCENTURE PLC 0.3%
Value ($000) $1,461 Shares 4,333 Est. Cost $182.48 Unrealized +74.6%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $1,454 Shares 17,255 Est. Cost $39.53 Unrealized +110.9%
CRM SALESFORCE.COM INC COM USD0.001 0.3%
Value ($000) $1,452 Shares 6,843 Est. Cost $188.62 Unrealized +12.7%
USMV ISHARES TR MSCI USA MIN VOL 0.3%
Value ($000) $1,445 Shares 18,631 Est. Cost $80.74 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $1,425 Shares 3,128 Est. Cost $372.96 Unrealized +29.0%
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 0.3%
Value ($000) $1,401 Shares 2,097 Est. Cost $300.41 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $1,391 Shares 500 Est. Cost $67.22 Unrealized +100.6%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.3%
Value ($000) $1,389 Shares 13,834 Est. Cost $117.08 Unrealized -19.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 0.3%
Value ($000) $1,361 Shares 13,053 Est. Cost $64.16 Unrealized
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,354 Shares 23,863 Est. Cost $39.39 Unrealized +28.5%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,342 Shares 6,254 Est. Cost $127.83 Unrealized +38.6%
CVS CVS HEALTH CORPORATION COM USD0.01 0.3%
Value ($000) $1,337 Shares 13,215 Est. Cost $57.73 Unrealized +59.4%
HD HOME DEPOT INC 0.3%
Value ($000) $1,315 Shares 4,395 Est. Cost $213.95 Unrealized +46.8%
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.3%
Value ($000) $1,300 Shares 23,433 Est. Cost $31.43 Unrealized +27.3%
AZN ASTRAZENECA ADR REP 0.5 ORD 0.3%
Value ($000) $1,300 Shares 19,591 Est. Cost $51.08 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $1,276 Shares 17,597 Est. Cost $50.02 Unrealized +17.3%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.3%
Value ($000) $1,274 Shares 11,407 Est. Cost $76.70 Unrealized +16.3%
ETN EATON CORP PLC COM 0.3%
Value ($000) $1,265 Shares 8,334 Est. Cost $125.37 Unrealized +17.5%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.3%
Value ($000) $1,256 Shares 27,248 Est. Cost $25.86 Unrealized +28.7%
EEMV ISHARES INC MSCI EMERG MRKT 0.3%
Value ($000) $1,249 Shares 20,468 Est. Cost $55.35 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $1,242 Shares 1,153 Est. Cost $133.51 Unrealized +133.3%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $1,228 Shares 5,071 Est. Cost $145.13 Unrealized +52.8%
ORCL ORACLE CORP 0.2%
Value ($000) $1,188 Shares 14,360 Est. Cost $56.62 Unrealized +36.0%
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT 0.2%
Value ($000) $1,186 Shares 15,425 Est. Cost $62.13 Unrealized
EUSB ISHARES TR ESG ADV TTL USD 0.2%
Value ($000) $1,164 Shares 25,053 Est. Cost $49.29 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.2%
Value ($000) $1,146 Shares 23,938 Est. Cost $50.62 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,146 Shares 10,326 Est. Cost $91.70 Unrealized +2.1%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.2%
Value ($000) $1,142 Shares 1,834 Est. Cost $50.69 Unrealized +76.6%
LDEM ISHARES TR ESG MSCI EM LDRS 0.2%
Value ($000) $1,133 Shares 21,026 Est. Cost $56.45 Unrealized
TLH ISHARES TR 10-20 YR TRS ETF 0.2%
Value ($000) $1,132 Shares 8,407 Est. Cost $134.65 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $1,130 Shares 12,095 Est. Cost $77.74 Unrealized
USB US BANCORP 0.2%
Value ($000) $1,116 Shares 21,003 Est. Cost $41.47 Unrealized +15.4%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $1,111 Shares 11,108 Est. Cost $42.93 Unrealized +85.5%
MCD MCDONALD S CORP 0.2%
Value ($000) $1,090 Shares 4,405 Est. Cost $173.21 Unrealized +31.5%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,079 Shares 7,064 Est. Cost $112.63 Unrealized +26.2%
ZTS ZOETIS INC 0.2%
Value ($000) $1,061 Shares 5,625 Est. Cost $127.82 Unrealized +48.9%
GILD GILEAD SCIENCES INC COM USD0.001 0.2%
Value ($000) $1,058 Shares 17,798 Est. Cost $53.74 Unrealized +2.6%
NFLX NETFLIX INC 0.2%
Value ($000) $1,046 Shares 2,791 Est. Cost $49.23 Unrealized -15.4%
LOW LOWES COMPANIES INC COM USD0.50 0.2%
Value ($000) $1,044 Shares 5,161 Est. Cost $102.84 Unrealized +107.5%
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.2%
Value ($000) $1,037 Shares 13,049 Est. Cost $42.98 Unrealized +39.7%
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.2%
Value ($000) $1,029 Shares 5,064 Est. Cost $132.43 Unrealized
D DOMINION ENERGY INC COM 0.2%
Value ($000) $1,029 Shares 12,110 Est. Cost $63.38 Unrealized +5.6%
CANADIAN PACIFIC RAILWAY COMPANY COM NPV ISIN #CA13645T1003 SEDOL #2793115 0.2%
Value ($000) $1,019 Shares 12,343 Est. Cost $111.47 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.2%
Value ($000) $1,018 Shares 16,210 Est. Cost $46.14 Unrealized +27.1%
UNP UNION PAC CORP COM 0.2%
Value ($000) $1,009 Shares 3,690 Est. Cost $155.78 Unrealized +48.0%
AXP AMERICAN EXPRESS CO COM USD0.20 0.2%
Value ($000) $998 Shares 5,341 Est. Cost $104.86 Unrealized +63.8%
VIRTUS DIVIDEND INTEREST &PR COM 0.2%
Value ($000) $993 Shares 69,016 Est. Cost $13.96 Unrealized
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 0.2%
Value ($000) $991 Shares 5,818 Est. Cost $100.87 Unrealized +47.4%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $990 Shares 9,915 Est. Cost $79.78 Unrealized +3.6%
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $987 Shares 29,554 Est. Cost $21.97 Unrealized +16.3%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.2%
Value ($000) $980 Shares 5,035 Est. Cost $151.19 Unrealized +12.7%
AMGN AMGEN INC 0.2%
Value ($000) $978 Shares 4,045 Est. Cost $190.15 Unrealized +6.9%
PJAN INNOVATOR ETFS TR US EQTY PWR BUF 0.2%
Value ($000) $957 Shares 29,397 Est. Cost $32.55 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $955 Shares 9,571 Est. Cost $69.62 Unrealized +13.8%
USXF ISHARES TRUST ESG ADVANCED MSCI USA ETF 0.2%
Value ($000) $952 Shares 26,662 Est. Cost $35.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $944 Shares 1,598 Est. Cost $405.14 Unrealized +40.2%
IXUS ISHARES TR CORE MSCI TOTAL 0.2%
Value ($000) $938 Shares 14,086 Est. Cost $53.71 Unrealized
BAX BAXTER INTERNATIONAL INC COM USD1.00 0.2%
Value ($000) $936 Shares 12,072 Est. Cost $72.94 Unrealized +4.7%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $930 Shares 2,266 Est. Cost $356.05 Unrealized +10.7%
VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD 0.2%
Value ($000) $920 Shares 55,326 Est. Cost $17.30 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.2%
Value ($000) $901 Shares 8,286 Est. Cost $168.87 Unrealized
O REALTY INCOME CORP COM 0.2%
Value ($000) $899 Shares 12,973 Est. Cost $52.41 Unrealized +5.6%
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $889 Shares 6,607 Est. Cost $108.63 Unrealized +21.5%
MET METLIFE INC COM USD0.01 0.2%
Value ($000) $883 Shares 12,565 Est. Cost $39.32 Unrealized +52.8%
TJX TJX COMPANIES INC 0.2%
Value ($000) $879 Shares 14,504 Est. Cost $61.89 Unrealized +2.2%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $873 Shares 7,549 Est. Cost $129.99 Unrealized +2.1%
SHEL SHELL PLC SPON ADS EA REP 2 ORD SHS 0.2%
Value ($000) $872 Shares 15,868 Est. Cost $54.95 Unrealized
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 0.2%
Value ($000) $857 Shares 8,342 Est. Cost $80.39 Unrealized
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $840 Shares 20,389 Est. Cost $25.15 Unrealized +62.3%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $826 Shares 24,598 Est. Cost $25.34 Unrealized +11.8%
NXPI NXP SEMICONDUCTORS NV 0.2%
Value ($000) $817 Shares 4,412 Est. Cost $116.56 Unrealized +56.9%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.2%
Value ($000) $816 Shares 11,745 Est. Cost $59.48 Unrealized
PMAR INNOVATOR ETFS TR US EQTY PWR BUF 0.2%
Value ($000) $814 Shares 25,229 Est. Cost $32.26 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $812 Shares 2,692 Est. Cost $316.12 Unrealized -7.6%
AIG AMERICAN INTERNATIONAL GROUP INC 0.2%
Value ($000) $804 Shares 12,813 Est. Cost $24.69 Unrealized +122.9%
WMT WALMART INC COM 0.2%
Value ($000) $801 Shares 5,379 Est. Cost $43.57 Unrealized +2.3%
ELV ANTHEM INC 0.2%
Value ($000) $783 Shares 1,595 Est. Cost $250.83 Unrealized +72.5%
TOTAL ENERGIES SE 0.2%
Value ($000) $748 Shares 14,795 Est. Cost $49.85 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $743 Shares 9,784 Est. Cost $46.90 Unrealized
DSI ISHARES TR MSCI KLD400 SOC 0.2%
Value ($000) $739 Shares 8,536 Est. Cost $89.12 Unrealized
INTC INTEL CORP COM USD0.001 0.2%
Value ($000) $734 Shares 14,814 Est. Cost $48.47 Unrealized -4.7%
INFY INFOSYS LTD SPON ADR EACH REP 1 ORD SHS 0.1%
Value ($000) $721 Shares 28,969 Est. Cost $20.79 Unrealized
ATLASSIAN CORPORATION PLC COM USD0.1 CL A 0.1%
Value ($000) $710 Shares 2,417 Est. Cost $210.39 Unrealized
INNOVATE CORP COM 0.1%
Value ($000) $703 Shares 190,500 Est. Cost $4.07 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $702 Shares 27,193 Est. Cost $24.27 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $699 Shares 1,755 Est. Cost $287.23 Unrealized +31.1%
LLY ELI LILLY AND CO 0.1%
Value ($000) $695 Shares 2,424 Est. Cost $149.57 Unrealized +66.1%
ALC ALCON INC 0.1%
Value ($000) $695 Shares 8,760 Est. Cost $65.41 Unrealized +16.7%
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.1%
Value ($000) $692 Shares 47,344 Est. Cost $9.95 Unrealized +31.4%
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.1%
Value ($000) $686 Shares 2,518 Est. Cost $278.18 Unrealized +1.5%
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.1%
Value ($000) $682 Shares 3,187 Est. Cost $126.94 Unrealized +52.0%
APD AIR PRODUCTS AND CHEMICALS INC 0.1%
Value ($000) $677 Shares 2,710 Est. Cost $217.80 Unrealized +6.5%
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.1%
Value ($000) $677 Shares 31,738 Est. Cost $16.53 Unrealized +24.0%
HDB HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS 0.1%
Value ($000) $676 Shares 11,017 Est. Cost $52.24 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $675 Shares 3,033 Est. Cost $183.55 Unrealized +8.3%
XTEAX ECOFIN SUSTAINABLE AND SOCIAL COM SH BEN INT 0.1%
Value ($000) $671 Shares 44,459 Est. Cost $13.93 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.1%
Value ($000) $669 Shares 2,936 Est. Cost $149.09 Unrealized +32.1%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $663 Shares 4,674 Est. Cost $121.92 Unrealized +2.9%
NOC NORTHROP GRUMMAN CORP COM USD1 0.1%
Value ($000) $663 Shares 1,483 Est. Cost $316.58 Unrealized +22.5%
DMXF ISHARES TRUST ESG ADVANCED MSCI EAFE ETF 0.1%
Value ($000) $660 Shares 10,820 Est. Cost $67.94 Unrealized
TM TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL 0.1%
Value ($000) $654 Shares 3,629 Est. Cost $158.79 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $654 Shares 2,731 Est. Cost $182.92 Unrealized +19.4%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $653 Shares 2,632 Est. Cost $241.13 Unrealized
TT TRANE TECHNOLOGIES PLC COM USD1 0.1%
Value ($000) $649 Shares 4,249 Est. Cost $103.13 Unrealized +51.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $644 Shares 14,392 Est. Cost $47.85 Unrealized
IYW ISHARES TRUST DJ US TECHNOLOGY 0.1%
Value ($000) $640 Shares 6,206 Est. Cost $104.47 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $637 Shares 4,900 Est. Cost $96.89 Unrealized +15.7%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $622 Shares 2,446 Est. Cost $185.41 Unrealized
ESML ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF 0.1%
Value ($000) $621 Shares 16,323 Est. Cost $40.19 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 0.1%
Value ($000) $620 Shares 6,916 Est. Cost $53.85 Unrealized +53.1%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $615 Shares 4,162 Est. Cost $97.27 Unrealized
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $608 Shares 8,674 Est. Cost $45.36 Unrealized +18.1%
IUSG ISHARES CORE S&P US GROWTH ETF 0.1%
Value ($000) $607 Shares 5,743 Est. Cost $57.72 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $606 Shares 3,968 Est. Cost $108.13 Unrealized +42.0%
DUKE REALTY CORP COM NEW 0.1%
Value ($000) $606 Shares 10,443 Est. Cost $48.68 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $601 Shares 3,504 Est. Cost $155.57 Unrealized +2.4%
ESGD ISHARES TR ESG AW MSCI EAFE 0.1%
Value ($000) $601 Shares 8,155 Est. Cost $78.85 Unrealized
PFXF VANECK ETF TRUST PREFERRED SECURT 0.1%
Value ($000) $599 Shares 29,184 Est. Cost $20.56 Unrealized
CCJ CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 0.1%
Value ($000) $593 Shares 20,385 Est. Cost $11.79 Unrealized +97.0%
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 0.1%
Value ($000) $590 Shares 10,458 Est. Cost $34.88 Unrealized +23.3%
BLACKROCK INC COM USD0.01 0.1%
Value ($000) $587 Shares 768 Est. Cost $485.20 Unrealized
CM CANADIAN IMP BK COMM COM ISIN #CA1360691010 SEDOL #2170525 0.1%
Value ($000) $581 Shares 4,775 Est. Cost $28.15 Unrealized +86.8%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $571 Shares 6,612 Est. Cost $61.87 Unrealized +17.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $569 Shares 50,825 Est. Cost $10.11 Unrealized
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.1%
Value ($000) $564 Shares 5,077 Est. Cost $62.27 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.1%
Value ($000) $558 Shares 968 Est. Cost $279.63 Unrealized +79.1%
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $556 Shares 4,522 Est. Cost $93.09 Unrealized +27.1%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $553 Shares 3,455 Est. Cost $86.17 Unrealized +64.1%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $553 Shares 11,410 Est. Cost $28.09 Unrealized +72.6%
TLT ISHARES TR 20 YR TR BD ETF 0.1%
Value ($000) $534 Shares 4,036 Est. Cost $147.20 Unrealized
SBUX STARBUCKS CORP COM USD0.001 0.1%
Value ($000) $531 Shares 5,840 Est. Cost $71.94 Unrealized +19.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $531 Shares 3,017 Est. Cost $156.49 Unrealized
BR BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 0.1%
Value ($000) $530 Shares 3,403 Est. Cost $123.14 Unrealized +16.5%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $529 Shares 1 Est. Cost $318723.75 Unrealized +52.3%
GIS GENERAL MILLS INC COM USD0.10 0.1%
Value ($000) $528 Shares 7,794 Est. Cost $51.35 Unrealized +14.5%
PEY INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIV 0.1%
Value ($000) $525 Shares 24,068 Est. Cost $19.79 Unrealized
GWW GRAINGER W W INC COM USD0.50 0.1%
Value ($000) $524 Shares 1,016 Est. Cost $385.79 Unrealized +22.7%
ACWX ISHARES TR MSCI ACWI EX US 0.1%
Value ($000) $524 Shares 10,032 Est. Cost $52.23 Unrealized
IXC ISHARES TRUST S & P GLOBAL 0.1%
Value ($000) $523 Shares 14,466 Est. Cost $20.22 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $521 Shares 1,710 Est. Cost $170.06 Unrealized +67.7%
C CITIGROUP INC 0.1%
Value ($000) $517 Shares 9,673 Est. Cost $52.36 Unrealized +2.2%
POOL POOL CORP COM 0.1%
Value ($000) $516 Shares 1,220 Est. Cost $302.22 Unrealized +46.8%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $514 Shares 7,344 Est. Cost $44.25 Unrealized +31.1%
KO COCA-COLA CO 0.1%
Value ($000) $513 Shares 8,269 Est. Cost $45.42 Unrealized +19.0%
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.1%
Value ($000) $512 Shares 3,282 Est. Cost $90.06 Unrealized +44.0%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $508 Shares 14,238 Est. Cost $34.73 Unrealized +3.5%
ADM ARCHER-DANIELS-MIDLA ND CO 0.1%
Value ($000) $508 Shares 5,625 Est. Cost $36.04 Unrealized +93.2%
ICLR ICON PLC ORD EUR0.06 0.1%
Value ($000) $503 Shares 2,068 Est. Cost $170.67 Unrealized +46.8%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $497 Shares 3,078 Est. Cost $92.14 Unrealized +47.0%
BIZD VANECK ETF TR VANECK BDC INCOME ETF 0.1%
Value ($000) $492 Shares 27,466 Est. Cost $17.91 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $492 Shares 6,677 Est. Cost $18.21 Unrealized +65.1%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.1%
Value ($000) $489 Shares 3,026 Est. Cost $92.94 Unrealized +95.5%
IFF INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 0.1%
Value ($000) $484 Shares 3,688 Est. Cost $109.93 Unrealized +8.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $483 Shares 6,044 Est. Cost $38.81 Unrealized +8.1%
NOW SERVICENOW INC COM USD0.001 0.1%
Value ($000) $482 Shares 866 Est. Cost $64.20 Unrealized +74.5%
PUK PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 0.1%
Value ($000) $480 Shares 16,243 Est. Cost $27.96 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $480 Shares 647 Est. Cost $612.05 Unrealized +8.6%
INTU INTUIT INC 0.1%
Value ($000) $478 Shares 995 Est. Cost $347.34 Unrealized +43.8%
HORIZON PHARMA PLC COM USD0.0001 ISIN #IE00BQPVQZ61 0.1%
Value ($000) $475 Shares 4,519 Est. Cost $61.79 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.1%
Value ($000) $470 Shares 45,315 Est. Cost $12.43 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $469 Shares 3,810 Est. Cost $115.52 Unrealized -1.3%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $467 Shares 2,397 Est. Cost $149.55 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $463 Shares 6,096 Est. Cost $27.81 Unrealized +101.5%
ED CONSOLIDATED EDISON INC COM USD0.10 0.1%
Value ($000) $462 Shares 4,881 Est. Cost $68.23 Unrealized +10.8%
ERIC ERICSSON SPON ADR REP 1 CL B ORD 0.1%
Value ($000) $461 Shares 50,411 Est. Cost $9.12 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $459 Shares 3,615 Est. Cost $69.11 Unrealized +55.1%
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.1%
Value ($000) $459 Shares 6,836 Est. Cost $47.69 Unrealized
XYZ BLOCK INC CL A 0.1%
Value ($000) $456 Shares 3,367 Est. Cost $80.62 Unrealized +50.2%
CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC 0.1%
Value ($000) $453 Shares 1,594 Est. Cost $180.66 Unrealized +70.7%
WDAY WORKDAY INC COM USD0.001 CL A 0.1%
Value ($000) $452 Shares 1,886 Est. Cost $237.16 Unrealized +0.5%
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.1%
Value ($000) $451 Shares 2,723 Est. Cost $120.41 Unrealized
PPL PPL CORP COM USD0.01 0.1%
Value ($000) $451 Shares 15,811 Est. Cost $25.62 Unrealized -3.6%
SRE SEMPRA COM 0.1%
Value ($000) $450 Shares 2,676 Est. Cost $53.46 Unrealized +18.6%
EQR EQUITY RESIDENTIAL SBI USD0.01 0.1%
Value ($000) $448 Shares 4,983 Est. Cost $55.60 Unrealized +35.4%
FCX FREEPORT-MCMORAN INC COM USD0.10 0.1%
Value ($000) $444 Shares 8,932 Est. Cost $9.43 Unrealized +343.7%
DXCM DEXCOM INC 0.1%
Value ($000) $434 Shares 849 Est. Cost $105.29 Unrealized +3.9%
SPLUNK INC COM USD0.001 0.1%
Value ($000) $433 Shares 2,915 Est. Cost $144.16 Unrealized
BA BOEING CO COM USD5.00 0.1%
Value ($000) $433 Shares 2,257 Est. Cost $199.00 Unrealized +0.9%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $433 Shares 1,855 Est. Cost $31.67 Unrealized +30.3%
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 0.1%
Value ($000) $429 Shares 4,813 Est. Cost $52.52 Unrealized
WRB BERKLEY W R CORP COM 0.1%
Value ($000) $428 Shares 6,429 Est. Cost $34.54 Unrealized +5.3%
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $428 Shares 12,920 Est. Cost $29.78 Unrealized
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $427 Shares 3,876 Est. Cost $110.69 Unrealized
PNC PNC FINANCIAL SERVICES GROUP COM USD5 0.1%
Value ($000) $423 Shares 2,293 Est. Cost $107.43 Unrealized +62.1%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $420 Shares 1,673 Est. Cost $203.01 Unrealized +5.8%
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.1%
Value ($000) $420 Shares 73,608 Est. Cost $5.00 Unrealized
LMT LOCKHEED MARTIN CORP COM USD1.00 0.1%
Value ($000) $419 Shares 950 Est. Cost $326.34 Unrealized +11.9%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $419 Shares 3,807 Est. Cost $91.65 Unrealized
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.1%
Value ($000) $416 Shares 3,324 Est. Cost $135.01 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $415 Shares 1,357 Est. Cost $176.92 Unrealized +50.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $412 Shares 1,136 Est. Cost $327.66 Unrealized
MS MORGAN STANLEY COM USD0.01 0.1%
Value ($000) $411 Shares 4,704 Est. Cost $36.60 Unrealized +131.2%
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.1%
Value ($000) $410 Shares 1,779 Est. Cost $160.20 Unrealized +34.8%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $410 Shares 5,373 Est. Cost $98.18 Unrealized
CDW CDW CORP COM USD0.01 0.1%
Value ($000) $407 Shares 2,272 Est. Cost $119.51 Unrealized +45.8%
TE CONNECTIVITY LTD COM CHF0.57 0.1%
Value ($000) $407 Shares 3,104 Est. Cost $132.07 Unrealized
CYBERARK SOFTWARE LTD COM ILS0.01 0.1%
Value ($000) $406 Shares 2,405 Est. Cost $109.85 Unrealized
DE DEERE & CO 0.1%
Value ($000) $406 Shares 975 Est. Cost $317.67 Unrealized +14.3%
PAYX PAYCHEX INC COM USD0.01 0.1%
Value ($000) $401 Shares 2,938 Est. Cost $62.55 Unrealized +75.4%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $397 Shares 3,284 Est. Cost $130.18 Unrealized
PDEC INNOVATOR ETFS TR US EQTY PWR BUF 0.1%
Value ($000) $394 Shares 12,629 Est. Cost $30.53 Unrealized
LNC LINCOLN NATIONAL CORP COM NPV 0.1%
Value ($000) $390 Shares 5,963 Est. Cost $36.43 Unrealized +50.3%
JKHY HENRY JACK &ASSOCIATES INC COM USD0.01 0.1%
Value ($000) $390 Shares 1,982 Est. Cost $148.99 Unrealized +11.7%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $390 Shares 2,358 Est. Cost $114.16 Unrealized +32.5%
DOV DOVER CORP COM USD1.00 0.1%
Value ($000) $389 Shares 2,479 Est. Cost $156.61 Unrealized -0.4%
MGM GROWTH PPTYS LLC CL A COM 0.1%
Value ($000) $389 Shares 10,053 Est. Cost $27.23 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $388 Shares 2,000 Est. Cost $138.77 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.1%
Value ($000) $388 Shares 15,370 Est. Cost $23.47 Unrealized
SLB SCHLUMBERGER LIMITED COM USD0.01 0.1%
Value ($000) $387 Shares 9,382 Est. Cost $29.13 Unrealized +23.2%
SAP SAP ADR REP 1 ORD 0.1%
Value ($000) $386 Shares 3,483 Est. Cost $118.56 Unrealized
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $384 Shares 4,576 Est. Cost $58.08 Unrealized +24.5%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $382 Shares 1,846 Est. Cost $180.52 Unrealized +10.0%
RACE FERRARI N V EUR0.01 NEW 0.1%
Value ($000) $381 Shares 1,747 Est. Cost $208.95 Unrealized +6.8%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $379 Shares 35,171 Est. Cost $9.94 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $378 Shares 1,134 Est. Cost $147.45 Unrealized +111.7%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $372 Shares 1,217 Est. Cost $146.30 Unrealized
SNY SANOFI ADR REP 1 1/2 ORD 0.1%
Value ($000) $372 Shares 7,242 Est. Cost $45.67 Unrealized
IT GARTNER INC COM USD0.0005 0.1%
Value ($000) $366 Shares 1,229 Est. Cost $149.27 Unrealized +94.0%
BRT BRT APARTMENTS CORP COM 0.1%
Value ($000) $366 Shares 15,287 Est. Cost $18.45 Unrealized
BLACKROCK LTD DURATION INCOME COM SHS 0.1%
Value ($000) $363 Shares 25,308 Est. Cost $16.09 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $363 Shares 4,343 Est. Cost $31.85 Unrealized +99.2%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $353 Shares 847 Est. Cost $278.26 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $352 Shares 699 Est. Cost $267.10 Unrealized +85.9%
GRFS GRIFOLS S A SP ADR REP B NVT 0.1%
Value ($000) $351 Shares 30,031 Est. Cost $17.21 Unrealized
PFEB INNOVATOR ETFS TR US EQTY PWR BUF 0.1%
Value ($000) $350 Shares 11,939 Est. Cost $29.32 Unrealized
AZTA AZENTA INC COM 0.1%
Value ($000) $347 Shares 4,181 Est. Cost $42.70 Unrealized +101.0%
CREDIT SUISSE GRP ADR REPTG ONE ORD 0.1%
Value ($000) $347 Shares 44,222 Est. Cost $9.00 Unrealized
THO THOR INDUSTRIES INC 0.1%
Value ($000) $346 Shares 4,399 Est. Cost $74.75 Unrealized +13.0%
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.1%
Value ($000) $343 Shares 7,136 Est. Cost $51.31 Unrealized
FALN ISHARES TRUST FALLEN ANGELS USD BD ETF 0.1%
Value ($000) $343 Shares 12,374 Est. Cost $30.03 Unrealized
TER TERADYNE INC COM USD0.125 0.1%
Value ($000) $341 Shares 2,884 Est. Cost $75.20 Unrealized +65.6%
GMAB GENMAB AS SPON ADS EACH REP 0.1 ORD SHS 0.1%
Value ($000) $339 Shares 9,372 Est. Cost $36.14 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $338 Shares 1,170 Est. Cost $288.89 Unrealized
XEL XCEL ENERGY INC COM USD2.5 0.1%
Value ($000) $338 Shares 4,683 Est. Cost $59.84 Unrealized +0.9%
LPLA LPL FINANCIAL HOLDINGS INC 0.1%
Value ($000) $337 Shares 1,846 Est. Cost $149.54 Unrealized +16.4%
CPRT COPART INC COM USD0.0001 0.1%
Value ($000) $337 Shares 2,687 Est. Cost $26.20 Unrealized +21.2%
THOMSON-REUTERS CORP COM NPV(POST REV SPLIT) ISIN #CA8849037095 SEDOL #BFXPTB0 0.1%
Value ($000) $336 Shares 3,091 Est. Cost $70.76 Unrealized
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value ($000) $335 Shares 6,753 Est. Cost $48.92 Unrealized
IWB ISHARES RUSSELL 1000 INDEX FUND 0.1%
Value ($000) $333 Shares 1,331 Est. Cost $250.19 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ET UT SER 1 0.1%
Value ($000) $332 Shares 957 Est. Cost $346.92 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $328 Shares 2,921 Est. Cost $71.49 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $326 Shares 665 Est. Cost $491.73 Unrealized
PMAY INNOVATOR ETFS TR US EQTY PWR BUF 0.1%
Value ($000) $325 Shares 10,594 Est. Cost $29.45 Unrealized
LSTR LANDSTAR SYSTEM INC COM USD0.01 0.1%
Value ($000) $323 Shares 2,139 Est. Cost $126.81 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.1%
Value ($000) $320 Shares 2,666 Est. Cost $95.88 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $320 Shares 773 Est. Cost $366.52 Unrealized +25.3%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $317 Shares 2,477 Est. Cost $116.47 Unrealized 0.0%
NYF ISHARES NEW YORK MUNI BOND ETF 0.1%
Value ($000) $316 Shares 5,798 Est. Cost $57.32 Unrealized
ANSYS INC COM USD0.01 0.1%
Value ($000) $314 Shares 987 Est. Cost $244.85 Unrealized
CLX CLOROX CO COM USD1.00 0.1%
Value ($000) $312 Shares 2,241 Est. Cost $134.75 Unrealized 0.0%
CRH SPON ADR EA REPR 1 ORD SHS EUR0.32 0.1%
Value ($000) $311 Shares 7,771 Est. Cost $47.11 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $310 Shares 697 Est. Cost $368.19 Unrealized +22.1%
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.1%
Value ($000) $307 Shares 1,465 Est. Cost $204.94 Unrealized -0.6%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.1%
Value ($000) $306 Shares 6,488 Est. Cost $42.94 Unrealized
MELI MERCADOLIBRE INC COM USD0.001 0.1%
Value ($000) $303 Shares 255 Est. Cost $1088.25 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $302 Shares 3,626 Est. Cost $64.46 Unrealized +19.3%
EFX EQUIFAX INC COM USD1.25 0.1%
Value ($000) $302 Shares 1,273 Est. Cost $227.20 Unrealized +0.8%
DOW DOW INC COM 0.1%
Value ($000) $302 Shares 4,737 Est. Cost $41.42 Unrealized +16.5%
XP XP INC COM USD0.00001 CLASS A 0.1%
Value ($000) $300 Shares 9,960 Est. Cost $32.37 Unrealized -3.7%
RBC RBC BEARINGS INC 0.1%
Value ($000) $295 Shares 1,522 Est. Cost $155.07 Unrealized +23.1%
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 SEDOL #B783TY6 0.1%
Value ($000) $294 Shares 2,456 Est. Cost $144.37 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $294 Shares 1,855 Est. Cost $104.16 Unrealized +36.8%
COOPER COS INC COM USD0.10 0.1%
Value ($000) $293 Shares 701 Est. Cost $373.02 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $290 Shares 1,412 Est. Cost $223.43 Unrealized
KJAN INNOVATOR ETFS TR US SML CP PWR B 0.1%
Value ($000) $289 Shares 9,243 Est. Cost $30.40 Unrealized
GLOB GLOBANT SA USD1.20 0.1%
Value ($000) $288 Shares 1,098 Est. Cost $275.50 Unrealized -7.9%
HESS CORPORATION COM USD1.00 0.1%
Value ($000) $287 Shares 2,680 Est. Cost $107.09 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $284 Shares 1,022 Est. Cost $285.40 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.1%
Value ($000) $284 Shares 3,576 Est. Cost $86.37 Unrealized
WST WEST PHARMACEUTICAL SERVICES INC 0.1%
Value ($000) $284 Shares 692 Est. Cost $151.68 Unrealized +155.5%
BDX BECTON DICKINSON &CO COM USD1.00 0.1%
Value ($000) $282 Shares 1,062 Est. Cost $225.86 Unrealized +6.7%
CHD CHURCH &DWIGHT CO INC COM 0.1%
Value ($000) $280 Shares 2,818 Est. Cost $66.27 Unrealized +43.5%
RITCHIE BROS AUCTIONEERS COM ISIN #CA7677441056 SEDOL #2345390 0.1%
Value ($000) $280 Shares 4,751 Est. Cost $61.21 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES INC 0.1%
Value ($000) $278 Shares 1,392 Est. Cost $178.92 Unrealized 0.0%
TERMINIX GLOBAL HOLDINGS INC COM 0.1%
Value ($000) $276 Shares 6,054 Est. Cost $50.63 Unrealized
LABORATORY CORP AMER HLDGS COM USD0.1 0.1%
Value ($000) $274 Shares 1,038 Est. Cost $158.67 Unrealized
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $273 Shares 1,275 Est. Cost $192.86 Unrealized -0.3%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $272 Shares 4,086 Est. Cost $82.59 Unrealized -19.6%
GGG GRACO INC 0.1%
Value ($000) $271 Shares 3,883 Est. Cost $48.55 Unrealized +40.9%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $270 Shares 2,582 Est. Cost $107.35 Unrealized
MTB M &T BANK CORP COM USD0.50 0.1%
Value ($000) $269 Shares 1,584 Est. Cost $155.43 Unrealized 0.0%
CAKE CHEESECAKE FACTORY INC 0.1%
Value ($000) $268 Shares 6,735 Est. Cost $31.43 Unrealized +9.4%
ALLE ALLEGION PLC ORD SHS 0.1%
Value ($000) $267 Shares 2,435 Est. Cost $126.22 Unrealized -10.9%
AZO AUTOZONE INC COM USD0.01 0.1%
Value ($000) $266 Shares 130 Est. Cost $1884.63 Unrealized +3.7%
NDSN NORDSON CORP 0.1%
Value ($000) $265 Shares 1,169 Est. Cost $170.25 Unrealized +28.8%
BBY BEST BUY CO INC COM USD0.10 0.1%
Value ($000) $265 Shares 2,914 Est. Cost $87.05 Unrealized -5.6%
EXPO EXPONENT INC 0.1%
Value ($000) $264 Shares 2,442 Est. Cost $102.43 Unrealized -10.3%
RYAAY RYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP 0.1%
Value ($000) $263 Shares 3,018 Est. Cost $113.31 Unrealized
ALL ALLSTATE CORP COM USD0.01 0.1%
Value ($000) $260 Shares 1,878 Est. Cost $91.10 Unrealized +25.4%
AIN ALBANY INTERNATIONAL CORP 0.1%
Value ($000) $260 Shares 3,087 Est. Cost $59.48 Unrealized +37.7%
ADSK AUTODESK INC 0.1%
Value ($000) $259 Shares 1,208 Est. Cost $245.64 Unrealized -6.2%
HLI HOULIHAN LOKEY INC CL A 0.1%
Value ($000) $259 Shares 2,950 Est. Cost $46.82 Unrealized +104.7%
GSBD GOLDMAN SACHS BDC INC SHS 0.1%
Value ($000) $259 Shares 13,188 Est. Cost $19.76 Unrealized -0.0%
LESLIES INC COM 0.1%
Value ($000) $258 Shares 13,312 Est. Cost $23.58 Unrealized
TFX TELEFLEX INCORPORATED COM 0.1%
Value ($000) $257 Shares 725 Est. Cost $320.08 Unrealized 0.0%
PWR QUANTA SERVICES COM USD0.00001 0.1%
Value ($000) $255 Shares 1,936 Est. Cost $110.40 Unrealized 0.0%
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $252 Shares 2,279 Est. Cost $103.83 Unrealized
AMEDISYS INC 0.1%
Value ($000) $252 Shares 1,462 Est. Cost $172.37 Unrealized
ACGL ARCH CAPITAL GROUP COM STK USD0.01 0.1%
Value ($000) $250 Shares 5,171 Est. Cost $33.89 Unrealized +30.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $248 Shares 1,539 Est. Cost $161.14 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $248 Shares 800 Est. Cost $320.50 Unrealized +1.5%
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.1%
Value ($000) $248 Shares 12,373 Est. Cost $28.54 Unrealized -34.8%
EOG EOG RESOURCES INC 0.1%
Value ($000) $247 Shares 2,067 Est. Cost $73.31 Unrealized +27.5%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $247 Shares 2,464 Est. Cost $112.23 Unrealized
FIVE FIVE BELOW INC 0.1%
Value ($000) $246 Shares 1,556 Est. Cost $116.61 Unrealized +43.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $245 Shares 5,396 Est. Cost $55.30 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $244 Shares 686 Est. Cost $314.24 Unrealized +0.6%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $244 Shares 482 Est. Cost $473.39 Unrealized -0.0%
IRT INDEPENDENCE REALTY TRUST INC COM USD0.01 0.0%
Value ($000) $244 Shares 9,256 Est. Cost $25.87 Unrealized
BILL BILL COM HLDGS INC COM 0.0%
Value ($000) $243 Shares 1,069 Est. Cost $232.41 Unrealized -10.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $241 Shares 846 Est. Cost $183.41 Unrealized +37.9%
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.0%
Value ($000) $241 Shares 1,828 Est. Cost $125.23 Unrealized -2.1%
SMMD ISHARES TRUST RUSSELL 2500 USD ETF 0.0%
Value ($000) $240 Shares 3,855 Est. Cost $62.26 Unrealized
VALE VALE S.A. SPONS ADS REPR 1 COM NPV 0.0%
Value ($000) $239 Shares 11,944 Est. Cost $20.01 Unrealized
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $238 Shares 1,356 Est. Cost $183.31 Unrealized
UNF UNIFIRST CORP 0.0%
Value ($000) $238 Shares 1,294 Est. Cost $179.60 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $237 Shares 2,595 Est. Cost $62.95 Unrealized -7.0%
COF CAPITAL ONE FINANCIAL CORP COM USD0.01 0.0%
Value ($000) $237 Shares 1,803 Est. Cost $149.92 Unrealized -9.4%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $235 Shares 1,086 Est. Cost $184.39 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $235 Shares 100 Est. Cost $1753.96 Unrealized +31.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $235 Shares 4,771 Est. Cost $49.26 Unrealized
ALGN ALIGN TECHNOLOGY INC COM USD0.0001 0.0%
Value ($000) $235 Shares 539 Est. Cost $236.82 Unrealized +105.5%
DCP MIDSTREAM LP COM UT LTD PTN 0.0%
Value ($000) $234 Shares 6,980 Est. Cost $33.52 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $234 Shares 2,140 Est. Cost $105.33 Unrealized +13.3%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $234 Shares 2,880 Est. Cost $85.82 Unrealized 0.0%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $234 Shares 5,193 Est. Cost $41.01 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW COM WHEN ISSUED 0.0%
Value ($000) $232 Shares 2,581 Est. Cost $69.35 Unrealized +34.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $232 Shares 4,433 Est. Cost $28.49 Unrealized +30.3%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $231 Shares 1,398 Est. Cost $165.24 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $231 Shares 171 Est. Cost $160.04 Unrealized -21.8%
AMERICA MOVIL ADR REP 20 SR L ORD 0.0%
Value ($000) $228 Shares 10,774 Est. Cost $21.16 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $225 Shares 2,983 Est. Cost $58.05 Unrealized 0.0%
LOPE GRAND CANYON EDUCATION INC 0.0%
Value ($000) $224 Shares 2,302 Est. Cost $87.63 Unrealized 0.0%
SE SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS 0.0%
Value ($000) $223 Shares 1,865 Est. Cost $226.66 Unrealized
PRI PRIMERICA INC COM USD0.01 0.0%
Value ($000) $220 Shares 1,610 Est. Cost $113.15 Unrealized +25.5%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $219 Shares 745 Est. Cost $219.55 Unrealized +11.9%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $219 Shares 639 Est. Cost $65.81 Unrealized -5.5%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $219 Shares 5,553 Est. Cost $34.78 Unrealized +10.9%
EVTC EVERTEC INC USD0.01 0.0%
Value ($000) $218 Shares 5,321 Est. Cost $36.44 Unrealized +15.2%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $218 Shares 461 Est. Cost $430.13 Unrealized 0.0%
LII LENNOX INTERNATIONAL INC COM USD0.01 0.0%
Value ($000) $217 Shares 843 Est. Cost $204.17 Unrealized +28.1%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $216 Shares 4,901 Est. Cost $30.09 Unrealized +46.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $216 Shares 2,203 Est. Cost $85.81 Unrealized +1.9%
WK WORKIVA INC COM CL A 0.0%
Value ($000) $215 Shares 1,819 Est. Cost $132.04 Unrealized -16.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $215 Shares 1,678 Est. Cost $128.13 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 0.0%
Value ($000) $215 Shares 1,361 Est. Cost $157.97 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $215 Shares 455 Est. Cost $463.97 Unrealized -5.3%
RWL INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 0.0%
Value ($000) $211 Shares 2,617 Est. Cost $79.84 Unrealized
SPSC SPS COMM INC COM 0.0%
Value ($000) $211 Shares 1,607 Est. Cost $125.23 Unrealized 0.0%
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $210 Shares 4,824 Est. Cost $25.64 Unrealized +58.3%
BRTX BIORESTORATIVE THERAPIES INC COM NEW 0.0%
Value ($000) $209 Shares 40,000 Est. Cost $8.76 Unrealized -50.7%
CTAS CINTAS CORP 0.0%
Value ($000) $208 Shares 489 Est. Cost $59.22 Unrealized +58.5%
PBR PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $207 Shares 13,975 Est. Cost $14.81 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $204 Shares 2,720 Est. Cost $68.40 Unrealized +14.3%
ILMN ILLUMINA INC COM USD0.01 0.0%
Value ($000) $203 Shares 582 Est. Cost $322.20 Unrealized +4.8%
ENLINK MIDSTREAM LLC COM UNIT REP LTD 0.0%
Value ($000) $203 Shares 21,006 Est. Cost $9.66 Unrealized
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.0%
Value ($000) $202 Shares 612 Est. Cost $324.71 Unrealized -1.5%
BALL BALL CORP COM NPV 0.0%
Value ($000) $200 Shares 2,223 Est. Cost $65.21 Unrealized +32.2%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $190 Shares 13,830 Est. Cost $19.95 Unrealized -33.1%
AMPLIFY ETF TR SEYMOUR CANNBS 0.0%
Value ($000) $188 Shares 14,972 Est. Cost $15.97 Unrealized
COTY COTY INC 0.0%
Value ($000) $157 Shares 17,500 Est. Cost $7.63 Unrealized +16.8%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $157 Shares 11,225 Est. Cost $12.59 Unrealized
UMC UNITED MICR ELCTRNS ADR REP 5 ORD 0.0%
Value ($000) $150 Shares 16,409 Est. Cost $9.14 Unrealized
ASX ASE TECHNOLOGY HOLDING CO LTD SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $150 Shares 21,122 Est. Cost $7.10 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $131 Shares 27,565 Est. Cost $9.11 Unrealized
VANECK ETF TRUST VANECK RUSSIA ET 0.0%
Value ($000) $126 Shares 22,300 Est. Cost $5.65 Unrealized
REAX THE REAL BROKERAGE INC COM NPV(POST REV SPLIT) ISIN #CA75585H2063 SEDOL #BM9W3K1 0.0%
Value ($000) $121 Shares 53,316 Est. Cost $1.94 Unrealized +32.8%
NEW YORK COMMUNITY BANCORP INC COM USD0.01 0.0%
Value ($000) $113 Shares 10,524 Est. Cost $12.85 Unrealized
BBD BANCO BRADESCO SA SP ADR PFD NEW ISIN # US0594603039 SEDOL # B00FSK0 0.0%
Value ($000) $103 Shares 22,246 Est. Cost $4.63 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $101 Shares 10,409 Est. Cost $7.38 Unrealized
HUMANCO ACQUISITION CORP COM CL A 0.0%
Value ($000) $98 Shares 10,000 Est. Cost $9.80 Unrealized
PBI PITNEY BOWES INC COM USD1.00 0.0%
Value ($000) $78 Shares 15,000 Est. Cost $5.42 Unrealized 0.0%
NATIONAL CINEMEDIA INC 0.0%
Value ($000) $65 Shares 25,486 Est. Cost $4.63 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $30 Shares 15,000 Est. Cost $2.67 Unrealized
NAK NORTHERN DYNASTY MINS COM NPV ISIN #CA66510M2040 SEDOL #2637848 0.0%
Value ($000) $13 Shares 31,925 Est. Cost $0.94 Unrealized -62.4%