Secure Asset Management, LLC Diversified Active

CIK: 0001800692 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 28, 2021

Total Value ($000): $202,567 (100.0% shares, 0.0% debt)

Holdings (182)

AAPL APPLE INC 13.2%
Value ($000) $26,764 Shares 189,147 Est. Cost $99.62 Unrealized +44.5%
IVV ISHARES TR 10.2%
Value ($000) $20,738 Shares 48,135 Est. Cost $388.12 Unrealized
VOO VANGUARD INDEX FDS 7.9%
Value ($000) $16,062 Shares 40,725 Est. Cost $332.35 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 4.2%
Value ($000) $8,544 Shares 186,625 Est. Cost $36.87 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 3.4%
Value ($000) $6,930 Shares 20,487 Est. Cost $340.11 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $4,765 Shares 16,901 Est. Cost $157.16 Unrealized +78.6%
QTEC FIRST TR NASDAQ 100 TECH IND 2.1%
Value ($000) $4,259 Shares 26,989 Est. Cost $100.10 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 2.0%
Value ($000) $4,071 Shares 33,134 Est. Cost $72.57 Unrealized
VTIP VANGUARD MALVERN FDS 2.0%
Value ($000) $4,033 Shares 76,697 Est. Cost $51.62 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 1.9%
Value ($000) $3,855 Shares 36,584 Est. Cost $82.21 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 1.9%
Value ($000) $3,784 Shares 65,999 Est. Cost $58.10 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $3,281 Shares 20,043 Est. Cost $98.44 Unrealized +42.5%
FCTR FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $2,798 Shares 82,267 Est. Cost $34.01 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $2,765 Shares 7,725 Est. Cost $351.73 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $2,507 Shares 42,408 Est. Cost $37.38 Unrealized
VO VANGUARD INDEX FDS 1.1%
Value ($000) $2,195 Shares 9,269 Est. Cost $176.49 Unrealized
MRK MERCK & CO INC 1.1%
Value ($000) $2,155 Shares 28,688 Est. Cost $66.95 Unrealized -1.2%
ABBV ABBVIE INC 1.0%
Value ($000) $2,107 Shares 19,530 Est. Cost $69.18 Unrealized +40.5%
FTXR FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $2,062 Shares 66,910 Est. Cost $28.11 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.0%
Value ($000) $2,009 Shares 13,078 Est. Cost $130.26 Unrealized
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,877 Shares 12,571 Est. Cost $104.45 Unrealized
KR KROGER CO 0.7%
Value ($000) $1,383 Shares 34,203 Est. Cost $23.43 Unrealized +63.2%
META FACEBOOK INC 0.7%
Value ($000) $1,326 Shares 3,908 Est. Cost $212.31 Unrealized +68.5%
FTEC FIDELITY COVINGTON TRUST 0.6%
Value ($000) $1,304 Shares 10,996 Est. Cost $100.03 Unrealized
DNL WISDOMTREE TR 0.6%
Value ($000) $1,288 Shares 31,828 Est. Cost $40.47 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $1,274 Shares 11,667 Est. Cost $105.62 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,260 Shares 9,016 Est. Cost $106.03 Unrealized +20.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.6%
Value ($000) $1,256 Shares 52,090 Est. Cost $18.49 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,252 Shares 381 Est. Cost $102.95 Unrealized +67.6%
BX BLACKSTONE INC 0.6%
Value ($000) $1,228 Shares 10,551 Est. Cost $49.38 Unrealized +103.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,223 Shares 7,572 Est. Cost $124.81 Unrealized +20.4%
IWM ISHARES TR 0.6%
Value ($000) $1,215 Shares 5,554 Est. Cost $200.01 Unrealized
WMT WALMART INC 0.6%
Value ($000) $1,157 Shares 8,303 Est. Cost $38.21 Unrealized +19.0%
PIMCO DYNAMIC INCOME FD 0.5%
Value ($000) $1,099 Shares 41,360 Est. Cost $24.82 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $1,083 Shares 6,399 Est. Cost $136.69 Unrealized +27.4%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,047 Shares 11,086 Est. Cost $92.30 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,024 Shares 12,062 Est. Cost $57.65 Unrealized +25.8%
BIV VANGUARD BD INDEX FDS 0.5%
Value ($000) $986 Shares 11,022 Est. Cost $89.62 Unrealized
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $881 Shares 2,196 Est. Cost $249.19 Unrealized
PIMCO DYNAMIC CR INCOME FD 0.4%
Value ($000) $827 Shares 39,126 Est. Cost $19.16 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $814 Shares 3,375 Est. Cost $185.62 Unrealized +16.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $798 Shares 13,575 Est. Cost $39.39 Unrealized +23.0%
DTE DTE ENERGY CO 0.4%
Value ($000) $783 Shares 7,008 Est. Cost $86.91 Unrealized +16.5%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $777 Shares 7,518 Est. Cost $94.40 Unrealized
BA BOEING CO 0.4%
Value ($000) $759 Shares 3,451 Est. Cost $339.12 Unrealized -34.2%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $753 Shares 1,928 Est. Cost $269.02 Unrealized +43.1%
FALN ISHARES TR 0.4%
Value ($000) $743 Shares 24,684 Est. Cost $29.55 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $699 Shares 8,748 Est. Cost $81.47 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $684 Shares 12,670 Est. Cost $42.76 Unrealized -1.0%
V VISA INC 0.3%
Value ($000) $668 Shares 2,998 Est. Cost $195.51 Unrealized +16.1%
DEED FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $662 Shares 25,505 Est. Cost $25.76 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $649 Shares 3,132 Est. Cost $19.91 Unrealized +4.1%
PFFR ETFIS SER TR I 0.3%
Value ($000) $638 Shares 26,089 Est. Cost $24.28 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $632 Shares 5,991 Est. Cost $103.53 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $620 Shares 4,857 Est. Cost $122.00 Unrealized
F FORD MTR CO DEL 0.3%
Value ($000) $604 Shares 42,682 Est. Cost $6.36 Unrealized +62.2%
HON HONEYWELL INTL INC 0.3%
Value ($000) $591 Shares 2,782 Est. Cost $149.77 Unrealized +29.9%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $588 Shares 9,930 Est. Cost $50.39 Unrealized +8.8%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $584 Shares 3,452 Est. Cost $173.74 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $577 Shares 11,372 Est. Cost $50.63 Unrealized
CSX CSX CORP 0.3%
Value ($000) $577 Shares 19,392 Est. Cost $27.92 Unrealized +8.0%
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $567 Shares 13,317 Est. Cost $28.94 Unrealized +37.3%
NKE NIKE INC 0.3%
Value ($000) $566 Shares 3,897 Est. Cost $96.53 Unrealized +58.0%
ESP ESPEY MFG & ELECTRS CORP 0.3%
Value ($000) $562 Shares 38,635 Est. Cost $18.45 Unrealized -28.8%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $554 Shares 3,042 Est. Cost $117.31 Unrealized +38.7%
FDHY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $551 Shares 9,857 Est. Cost $54.11 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $546 Shares 8,887 Est. Cost $62.19 Unrealized
ICVT ISHARES TR 0.3%
Value ($000) $545 Shares 5,463 Est. Cost $72.90 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.3%
Value ($000) $524 Shares 8,208 Est. Cost $61.63 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $521 Shares 6,325 Est. Cost $82.73 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $504 Shares 1,536 Est. Cost $211.23 Unrealized +39.4%
RINF PROSHARES TR 0.2%
Value ($000) $492 Shares 16,652 Est. Cost $29.84 Unrealized
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $489 Shares 10,615 Est. Cost $45.72 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $482 Shares 1,397 Est. Cost $322.72 Unrealized -0.6%
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $479 Shares 7,095 Est. Cost $70.12 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $476 Shares 3,738 Est. Cost $111.66 Unrealized
BLACKROCK MUNIYLD MICH QLTY 0.2%
Value ($000) $467 Shares 30,186 Est. Cost $15.08 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $453 Shares 8,626 Est. Cost $38.92 Unrealized +25.4%
EMCB WISDOMTREE TR 0.2%
Value ($000) $453 Shares 6,008 Est. Cost $75.40 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $438 Shares 2,798 Est. Cost $136.92 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $436 Shares 2,896 Est. Cost $113.92 Unrealized +18.5%
HYDW DBX ETF TR 0.2%
Value ($000) $436 Shares 8,591 Est. Cost $49.18 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $429 Shares 2,388 Est. Cost $129.80 Unrealized
BLACKROCK INC 0.2%
Value ($000) $425 Shares 507 Est. Cost $793.14 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $418 Shares 1,543 Est. Cost $222.76 Unrealized +12.6%
CCL CARNIVAL CORP 0.2%
Value ($000) $417 Shares 16,687 Est. Cost $23.81 Unrealized -2.3%
DOUBLELINE OPPORTUNISTIC CR 0.2%
Value ($000) $415 Shares 21,049 Est. Cost $18.94 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $412 Shares 531 Est. Cost $199.73 Unrealized +17.8%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $411 Shares 3,034 Est. Cost $136.74 Unrealized
FUBO FUBOTV INC 0.2%
Value ($000) $407 Shares 17,000 Est. Cost $27.28 Unrealized 0.0%
FLTR VANECK ETF TRUST 0.2%
Value ($000) $406 Shares 15,977 Est. Cost $25.14 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $401 Shares 5,105 Est. Cost $62.32 Unrealized +15.3%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $401 Shares 4,004 Est. Cost $67.22 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $400 Shares 1,459 Est. Cost $194.99 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $398 Shares 4,634 Est. Cost $55.28 Unrealized +40.0%
BLACKROCK MUNIYIELD N Y QUAL 0.2%
Value ($000) $397 Shares 28,820 Est. Cost $14.07 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $389 Shares 1,701 Est. Cost $109.90 Unrealized +100.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $383 Shares 665 Est. Cost $403.75 Unrealized +55.9%
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $370 Shares 1,193 Est. Cost $300.20 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $362 Shares 4,126 Est. Cost $97.42 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $362 Shares 6,476 Est. Cost $38.01 Unrealized +35.2%
PKB INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $347 Shares 7,317 Est. Cost $30.43 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $346 Shares 16,010 Est. Cost $22.72 Unrealized
SGA SAGA COMMUNICATIONS INC 0.2%
Value ($000) $344 Shares 15,285 Est. Cost $22.19 Unrealized +2.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $341 Shares 903 Est. Cost $319.41 Unrealized +9.6%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $336 Shares 1,682 Est. Cost $145.45 Unrealized +29.1%
NPK NATIONAL PRESTO INDS INC 0.2%
Value ($000) $336 Shares 4,090 Est. Cost $91.69 Unrealized -2.2%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $334 Shares 3,246 Est. Cost $62.95 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $332 Shares 2,570 Est. Cost $103.67 Unrealized +24.3%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $330 Shares 3,368 Est. Cost $102.50 Unrealized
CWH CAMPING WORLD HLDGS INC 0.2%
Value ($000) $330 Shares 8,483 Est. Cost $31.23 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $328 Shares 6,021 Est. Cost $37.99 Unrealized +29.6%
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $322 Shares 5,508 Est. Cost $45.05 Unrealized +32.3%
MGV VANGUARD WORLD FD 0.2%
Value ($000) $321 Shares 3,285 Est. Cost $82.06 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $318 Shares 7,402 Est. Cost $26.79 Unrealized +33.2%
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $316 Shares 1,183 Est. Cost $210.19 Unrealized
PSA PUBLIC STORAGE 0.2%
Value ($000) $316 Shares 1,063 Est. Cost $162.21 Unrealized +58.6%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $314 Shares 699 Est. Cost $418.22 Unrealized 0.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $312 Shares 3,308 Est. Cost $50.28 Unrealized +81.4%
NOBL PROSHARES TR 0.2%
Value ($000) $311 Shares 3,515 Est. Cost $88.48 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $310 Shares 1,397 Est. Cost $171.03 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $310 Shares 3,921 Est. Cost $82.21 Unrealized
T AT&T INC 0.2%
Value ($000) $309 Shares 11,454 Est. Cost $17.53 Unrealized -8.3%
BLACKROCK MUNIYIELD N J FD I 0.2%
Value ($000) $308 Shares 19,866 Est. Cost $15.32 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $306 Shares 850 Est. Cost $316.81 Unrealized +6.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $296 Shares 1,511 Est. Cost $132.54 Unrealized +34.7%
BLACKROCK MUNIYIELD QUALITY 0.1%
Value ($000) $292 Shares 19,883 Est. Cost $13.73 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $292 Shares 5,714 Est. Cost $51.06 Unrealized
XRT SPDR SER TR 0.1%
Value ($000) $289 Shares 3,197 Est. Cost $97.36 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $285 Shares 1,151 Est. Cost $192.32 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $283 Shares 106 Est. Cost $70.16 Unrealized +92.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $281 Shares 654 Est. Cost $286.53 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $280 Shares 1,430 Est. Cost $150.22 Unrealized +30.0%
ORCL ORACLE CORP 0.1%
Value ($000) $279 Shares 3,202 Est. Cost $52.75 Unrealized +58.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $279 Shares 7,435 Est. Cost $36.78 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $278 Shares 6,248 Est. Cost $44.37 Unrealized
SNY SANOFI 0.1%
Value ($000) $276 Shares 5,725 Est. Cost $48.21 Unrealized
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $274 Shares 2,959 Est. Cost $72.86 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $274 Shares 4,027 Est. Cost $23.95 Unrealized +18.4%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $274 Shares 15,414 Est. Cost $15.38 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $268 Shares 1,016 Est. Cost $194.19 Unrealized +31.4%
LOW LOWES COS INC 0.1%
Value ($000) $265 Shares 1,308 Est. Cost $142.14 Unrealized +29.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $264 Shares 2,606 Est. Cost $80.37 Unrealized +3.7%
MMM 3M CO 0.1%
Value ($000) $263 Shares 1,501 Est. Cost $112.28 Unrealized +22.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $261 Shares 4,092 Est. Cost $63.78 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $258 Shares 1,488 Est. Cost $150.25 Unrealized +3.8%
PAWZ PROSHARES TR 0.1%
Value ($000) $254 Shares 3,268 Est. Cost $62.55 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $251 Shares 2,619 Est. Cost $107.26 Unrealized
VFVA VANGUARD WELLINGTON FD 0.1%
Value ($000) $250 Shares 2,531 Est. Cost $94.92 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $249 Shares 1,725 Est. Cost $119.84 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $245 Shares 401 Est. Cost $55.03 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $242 Shares 597 Est. Cost $329.33 Unrealized +21.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $240 Shares 1,915 Est. Cost $86.39 Unrealized +31.3%
KBWB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $236 Shares 3,514 Est. Cost $67.16 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $231 Shares 3,314 Est. Cost $54.47 Unrealized +9.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $231 Shares 127 Est. Cost $28.53 Unrealized +27.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $228 Shares 1,081 Est. Cost $214.53 Unrealized -5.5%
BUG GLOBAL X FDS 0.1%
Value ($000) $228 Shares 7,484 Est. Cost $30.46 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $228 Shares 1,753 Est. Cost $96.29 Unrealized +6.2%
NUVEEN INTER DURATION MUN TE 0.1%
Value ($000) $225 Shares 15,294 Est. Cost $14.45 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $225 Shares 1,169 Est. Cost $192.43 Unrealized -0.2%
SLV ISHARES SILVER TR 0.1%
Value ($000) $220 Shares 10,740 Est. Cost $22.01 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $218 Shares 888 Est. Cost $258.05 Unrealized 0.0%
IEFA ISHARES TR 0.1%
Value ($000) $215 Shares 2,900 Est. Cost $61.98 Unrealized
XAR SPDR SER TR 0.1%
Value ($000) $212 Shares 1,775 Est. Cost $132.16 Unrealized
DOW DOW INC 0.1%
Value ($000) $210 Shares 3,656 Est. Cost $26.85 Unrealized +78.1%
LIT GLOBAL X FDS 0.1%
Value ($000) $206 Shares 2,513 Est. Cost $81.97 Unrealized
VFQY VANGUARD WELLINGTON FD 0.1%
Value ($000) $206 Shares 1,762 Est. Cost $116.91 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $204 Shares 3,290 Est. Cost $53.77 Unrealized +1.7%
FMAT FIDELITY COVINGTON TRUST 0.1%
Value ($000) $204 Shares 4,604 Est. Cost $40.33 Unrealized
SRVR PACER FDS TR 0.1%
Value ($000) $201 Shares 5,164 Est. Cost $38.92 Unrealized
SHE SPDR SER TR 0.1%
Value ($000) $201 Shares 1,994 Est. Cost $100.80 Unrealized
WORLD GOLD TR 0.1%
Value ($000) $183 Shares 10,470 Est. Cost $17.48 Unrealized
BEYOND AIR INC 0.1%
Value ($000) $182 Shares 16,384 Est. Cost $6.78 Unrealized
ATEN A10 NETWORKS INC 0.1%
Value ($000) $166 Shares 12,278 Est. Cost $9.25 Unrealized +31.2%
BLACKROCK MUNIYIELD CALIF FD 0.1%
Value ($000) $152 Shares 10,000 Est. Cost $14.23 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $133 Shares 15,800 Est. Cost $8.23 Unrealized
ACCO ACCO BRANDS CORP 0.1%
Value ($000) $129 Shares 15,006 Est. Cost $6.86 Unrealized -0.1%
SRNE SORRENTO THERAPEUTICS INC 0.1%
Value ($000) $103 Shares 13,457 Est. Cost $8.48 Unrealized 0.0%
ABUS ARBUTUS BIOPHARMA CORP 0.0%
Value ($000) $43 Shares 10,000 Est. Cost $1.62 Unrealized +105.9%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.78 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.78 Unrealized