Center for Financial Planning, Inc. Diversified Active

CIK: 0001803557 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 10, 2021

Total Value ($000): $383,098 (100.0% shares, 0.0% debt)

Holdings (531)

VOO VANGUARD INDEX FDS 20.7%
Value ($000) $79,179 Shares 217,346 Est. Cost $303.50 Unrealized
IEFA ISHARES TR 14.9%
Value ($000) $57,149 Shares 793,186 Est. Cost $65.24 Unrealized
QUAL ISHARES TR 11.9%
Value ($000) $45,638 Shares 374,756 Est. Cost $100.71 Unrealized
VBR VANGUARD INDEX FDS 10.2%
Value ($000) $39,090 Shares 236,037 Est. Cost $137.07 Unrealized
VB VANGUARD INDEX FDS 5.6%
Value ($000) $21,492 Shares 100,392 Est. Cost $153.68 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $7,385 Shares 31,323 Est. Cost $146.29 Unrealized +52.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $7,328 Shares 19 Est. Cost $325723.70 Unrealized +12.6%
VXUS VANGUARD STAR FDS 1.9%
Value ($000) $7,129 Shares 113,703 Est. Cost $44.00 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $4,101 Shares 78,796 Est. Cost $42.63 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,949 Shares 15,458 Est. Cost $208.26 Unrealized +16.6%
AAPL APPLE INC 0.9%
Value ($000) $3,296 Shares 26,987 Est. Cost $96.50 Unrealized +29.6%
AMZN AMAZON COM INC 0.8%
Value ($000) $2,933 Shares 948 Est. Cost $97.21 Unrealized +63.1%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $2,741 Shares 20,240 Est. Cost $105.78 Unrealized +9.4%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $2,596 Shares 17,051 Est. Cost $106.92 Unrealized +19.0%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,519 Shares 33,313 Est. Cost $61.98 Unrealized +11.0%
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $2,213 Shares 8,610 Est. Cost $191.57 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $2,139 Shares 1,034 Est. Cost $64.05 Unrealized +53.7%
RJF RAYMOND JAMES FINL INC 0.5%
Value ($000) $2,090 Shares 17,054 Est. Cost $52.47 Unrealized +32.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,068 Shares 12,581 Est. Cost $114.43 Unrealized +23.0%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,971 Shares 4,319 Est. Cost $298.40 Unrealized +57.9%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,818 Shares 4,588 Est. Cost $346.87 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $1,793 Shares 14,959 Est. Cost $77.53 Unrealized +40.1%
MMM 3M CO 0.4%
Value ($000) $1,680 Shares 8,717 Est. Cost $111.76 Unrealized +11.9%
VEA VANGUARD TAX-MANAGED INTL FD 0.4%
Value ($000) $1,613 Shares 32,853 Est. Cost $47.48 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,611 Shares 15,373 Est. Cost $89.27 Unrealized -10.9%
PEP PEPSICO INC 0.4%
Value ($000) $1,497 Shares 10,581 Est. Cost $112.77 Unrealized +4.6%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,486 Shares 11,305 Est. Cost $112.44 Unrealized
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $1,476 Shares 4,118 Est. Cost $244.22 Unrealized
CRM SALESFORCE COM INC 0.4%
Value ($000) $1,436 Shares 6,778 Est. Cost $156.85 Unrealized +40.2%
IJH ISHARES TR 0.4%
Value ($000) $1,436 Shares 5,517 Est. Cost $194.46 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,429 Shares 6,915 Est. Cost $166.19 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $1,386 Shares 12,172 Est. Cost $112.37 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $1,336 Shares 12,309 Est. Cost $78.67 Unrealized
CACC CREDIT ACCEP CORP MICH 0.3%
Value ($000) $1,322 Shares 3,670 Est. Cost $440.56 Unrealized -17.7%
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,288 Shares 5,287 Est. Cost $194.56 Unrealized +17.1%
ABBV ABBVIE INC 0.3%
Value ($000) $1,248 Shares 11,533 Est. Cost $66.06 Unrealized +34.6%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,235 Shares 8,732 Est. Cost $110.13 Unrealized +12.9%
KO COCA COLA CO 0.3%
Value ($000) $1,234 Shares 23,418 Est. Cost $44.53 Unrealized -2.6%
PRF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,201 Shares 7,915 Est. Cost $151.74 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,159 Shares 14,698 Est. Cost $59.11 Unrealized +18.4%
UNP UNION PAC CORP 0.3%
Value ($000) $1,147 Shares 5,203 Est. Cost $152.89 Unrealized +23.0%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,143 Shares 4,783 Est. Cost $184.18 Unrealized +4.4%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,114 Shares 5,028 Est. Cost $146.31 Unrealized +26.4%
MRK MERCK & CO. INC 0.3%
Value ($000) $1,084 Shares 14,067 Est. Cost $67.27 Unrealized -6.3%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $1,053 Shares 5,684 Est. Cost $148.60 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $994 Shares 13,616 Est. Cost $68.59 Unrealized
F FORD MTR CO DEL 0.3%
Value ($000) $986 Shares 80,451 Est. Cost $6.66 Unrealized +30.4%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $948 Shares 16,309 Est. Cost $42.71 Unrealized -1.1%
IWN ISHARES TR 0.2%
Value ($000) $942 Shares 5,906 Est. Cost $92.11 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $938 Shares 4,186 Est. Cost $172.54 Unrealized +10.8%
IWM ISHARES TR 0.2%
Value ($000) $903 Shares 4,087 Est. Cost $164.44 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $888 Shares 4,555 Est. Cost $135.52 Unrealized +30.9%
CERNER CORP 0.2%
Value ($000) $863 Shares 12,000 Est. Cost $73.36 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $851 Shares 6,627 Est. Cost $91.97 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $845 Shares 4,579 Est. Cost $144.37 Unrealized +24.8%
TSLA TESLA INC 0.2%
Value ($000) $812 Shares 1,215 Est. Cost $106.74 Unrealized +135.2%
HD HOME DEPOT INC 0.2%
Value ($000) $779 Shares 2,552 Est. Cost $196.30 Unrealized +24.5%
GIS GENERAL MLS INC 0.2%
Value ($000) $778 Shares 12,690 Est. Cost $42.80 Unrealized +14.4%
IWR ISHARES TR 0.2%
Value ($000) $773 Shares 10,458 Est. Cost $57.16 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $766 Shares 4,076 Est. Cost $153.26 Unrealized +9.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $766 Shares 14,813 Est. Cost $38.51 Unrealized +5.5%
EMR EMERSON ELEC CO 0.2%
Value ($000) $751 Shares 8,319 Est. Cost $62.82 Unrealized +23.9%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $749 Shares 10,102 Est. Cost $62.52 Unrealized -7.0%
DHR DANAHER CORPORATION 0.2%
Value ($000) $709 Shares 3,151 Est. Cost $126.30 Unrealized +57.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $681 Shares 12,204 Est. Cost $51.86 Unrealized -16.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $658 Shares 4,110 Est. Cost $131.26 Unrealized +13.3%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $636 Shares 2,874 Est. Cost $132.14 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $635 Shares 6,306 Est. Cost $90.66 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $624 Shares 3,123 Est. Cost $128.41 Unrealized +19.9%
T AT&T INC 0.2%
Value ($000) $608 Shares 20,102 Est. Cost $18.63 Unrealized -13.3%
DTE DTE ENERGY CO 0.2%
Value ($000) $596 Shares 4,473 Est. Cost $87.55 Unrealized +1.9%
DAN DANA INC 0.2%
Value ($000) $584 Shares 24,000 Est. Cost $14.55 Unrealized +38.8%
PFE PFIZER INC 0.2%
Value ($000) $575 Shares 15,860 Est. Cost $26.67 Unrealized +5.1%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $552 Shares 2,011 Est. Cost $154.73 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $550 Shares 1,558 Est. Cost $246.86 Unrealized +29.5%
IWO ISHARES TR 0.1%
Value ($000) $500 Shares 1,663 Est. Cost $166.41 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $481 Shares 3,477 Est. Cost $86.93 Unrealized +36.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $477 Shares 2,807 Est. Cost $93.15 Unrealized +41.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $455 Shares 1,616 Est. Cost $203.76 Unrealized +17.9%
DOV DOVER CORP 0.1%
Value ($000) $422 Shares 3,076 Est. Cost $98.38 Unrealized +21.6%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $420 Shares 6,170 Est. Cost $40.32 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $419 Shares 203 Est. Cost $71.39 Unrealized +37.2%
EFV ISHARES TR 0.1%
Value ($000) $414 Shares 8,132 Est. Cost $35.67 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $409 Shares 1,099 Est. Cost $251.91 Unrealized +26.9%
EFA ISHARES TR 0.1%
Value ($000) $400 Shares 5,273 Est. Cost $69.98 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $399 Shares 1,602 Est. Cost $188.78 Unrealized +8.4%
BA BOEING CO 0.1%
Value ($000) $399 Shares 1,567 Est. Cost $351.04 Unrealized -36.7%
USB US BANCORP DEL 0.1%
Value ($000) $394 Shares 7,118 Est. Cost $44.13 Unrealized -8.6%
NFLX NETFLIX INC 0.1%
Value ($000) $392 Shares 751 Est. Cost $32.65 Unrealized +62.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $391 Shares 7,222 Est. Cost $39.00 Unrealized +18.3%
IVV ISHARES TR 0.1%
Value ($000) $377 Shares 948 Est. Cost $323.56 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $371 Shares 23,631 Est. Cost $10.97 Unrealized +9.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $365 Shares 3,090 Est. Cost $94.23 Unrealized +7.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $360 Shares 2,702 Est. Cost $99.75 Unrealized -1.7%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $329 Shares 1,632 Est. Cost $106.17 Unrealized +57.8%
AVGO BROADCOM INC 0.1%
Value ($000) $324 Shares 698 Est. Cost $25.02 Unrealized +66.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $314 Shares 1,182 Est. Cost $166.41 Unrealized +41.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $312 Shares 3,260 Est. Cost $59.46 Unrealized +36.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $307 Shares 4,867 Est. Cost $45.34 Unrealized +12.5%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $291 Shares 1,000 Est. Cost $165.88 Unrealized +53.7%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $288 Shares 1,741 Est. Cost $80.88 Unrealized +79.9%
IHS MARKIT LTD 0.1%
Value ($000) $284 Shares 2,935 Est. Cost $82.88 Unrealized
WMT WALMART INC 0.1%
Value ($000) $280 Shares 2,062 Est. Cost $36.93 Unrealized +17.3%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $273 Shares 1,033 Est. Cost $149.60 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $271 Shares 1,718 Est. Cost $140.35 Unrealized +7.1%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $264 Shares 3,047 Est. Cost $66.48 Unrealized +5.7%
IYR ISHARES TR 0.1%
Value ($000) $260 Shares 2,825 Est. Cost $93.20 Unrealized
V VISA INC 0.1%
Value ($000) $256 Shares 1,207 Est. Cost $176.43 Unrealized +15.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $242 Shares 900 Est. Cost $165.56 Unrealized +38.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $240 Shares 870 Est. Cost $174.89 Unrealized +38.0%
PIONEER NAT RES CO 0.1%
Value ($000) $238 Shares 1,500 Est. Cost $154.28 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $237 Shares 1,162 Est. Cost $159.61 Unrealized +2.2%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $236 Shares 3,406 Est. Cost $66.14 Unrealized +2.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $232 Shares 3,002 Est. Cost $54.55 Unrealized +19.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $215 Shares 1,500 Est. Cost $115.14 Unrealized +23.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $211 Shares 3,184 Est. Cost $49.49 Unrealized +25.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $210 Shares 657 Est. Cost $212.61 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $209 Shares 3,360 Est. Cost $49.57 Unrealized +0.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $207 Shares 852 Est. Cost $222.95 Unrealized +1.2%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $205 Shares 1,063 Est. Cost $135.72 Unrealized +38.3%
EQIX EQUINIX INC 0.1%
Value ($000) $204 Shares 300 Est. Cost $610.76 Unrealized +2.3%
BBY BEST BUY INC 0.1%
Value ($000) $202 Shares 1,757 Est. Cost $69.26 Unrealized +30.8%
AON AON PLC 0.1%
Value ($000) $196 Shares 853 Est. Cost $178.56 Unrealized +19.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $188 Shares 994 Est. Cost $103.41 Unrealized +46.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $188 Shares 508 Est. Cost $325.54 Unrealized -7.9%
IEMG ISHARES INC 0.0%
Value ($000) $187 Shares 2,903 Est. Cost $59.57 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $186 Shares 1,667 Est. Cost $85.15 Unrealized +25.0%
SDY SPDR SER TR 0.0%
Value ($000) $185 Shares 1,565 Est. Cost $105.47 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $184 Shares 1,046 Est. Cost $175.91 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $180 Shares 739 Est. Cost $167.77 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $179 Shares 3,351 Est. Cost $53.84 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $176 Shares 3,433 Est. Cost $28.79 Unrealized +5.6%
IYW ISHARES TR 0.0%
Value ($000) $170 Shares 1,944 Est. Cost $121.78 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $168 Shares 4,132 Est. Cost $19.05 Unrealized +81.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $167 Shares 1,732 Est. Cost $71.81 Unrealized +5.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $167 Shares 3,126 Est. Cost $45.89 Unrealized -2.8%
PPG PPG INDS INC 0.0%
Value ($000) $165 Shares 1,098 Est. Cost $112.51 Unrealized +15.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $164 Shares 1,431 Est. Cost $86.39 Unrealized +13.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $161 Shares 2,749 Est. Cost $45.89 Unrealized +8.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $157 Shares 1,770 Est. Cost $61.26 Unrealized +9.1%
PSA PUBLIC STORAGE 0.0%
Value ($000) $157 Shares 636 Est. Cost $169.71 Unrealized +10.9%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $153 Shares 3,228 Est. Cost $36.52 Unrealized +3.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $148 Shares 1,465 Est. Cost $94.89 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $131 Shares 603 Est. Cost $142.86 Unrealized +23.7%
RMAX RE MAX HLDGS INC 0.0%
Value ($000) $131 Shares 3,325 Est. Cost $30.57 Unrealized +16.1%
IVW ISHARES TR 0.0%
Value ($000) $130 Shares 1,992 Est. Cost $65.26 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $130 Shares 442 Est. Cost $229.99 Unrealized +16.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $130 Shares 1,555 Est. Cost $79.61 Unrealized +6.2%
ELV ANTHEM INC 0.0%
Value ($000) $125 Shares 349 Est. Cost $252.75 Unrealized +19.0%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $119 Shares 723 Est. Cost $112.51 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $116 Shares 863 Est. Cost $119.23 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $115 Shares 800 Est. Cost $132.50 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $110 Shares 2,603 Est. Cost $17.13 Unrealized +112.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $108 Shares 221 Est. Cost $262.69 Unrealized +90.7%
TGT TARGET CORP 0.0%
Value ($000) $105 Shares 532 Est. Cost $107.19 Unrealized +52.3%
USPH U S PHYSICAL THERAPY INC 0.0%
Value ($000) $104 Shares 1,001 Est. Cost $124.36 Unrealized -0.0%
HEI HEICO CORP NEW 0.0%
Value ($000) $103 Shares 821 Est. Cost $123.07 Unrealized +4.4%
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $101 Shares 900 Est. Cost $63.57 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $101 Shares 1,325 Est. Cost $61.30 Unrealized -4.6%
CLX CLOROX CO DEL 0.0%
Value ($000) $101 Shares 523 Est. Cost $124.55 Unrealized +32.5%
INTC INTEL CORP 0.0%
Value ($000) $100 Shares 1,561 Est. Cost $49.01 Unrealized +10.4%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $98 Shares 297 Est. Cost $291.34 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $97 Shares 1,850 Est. Cost $43.24 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $96 Shares 269 Est. Cost $320.15 Unrealized +6.1%
ORCL ORACLE CORP 0.0%
Value ($000) $95 Shares 1,355 Est. Cost $50.44 Unrealized +20.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $94 Shares 1,375 Est. Cost $47.48 Unrealized +27.9%
WDFC WD-40 CO 0.0%
Value ($000) $92 Shares 300 Est. Cost $174.18 Unrealized +60.9%
IWY ISHARES TR 0.0%
Value ($000) $90 Shares 672 Est. Cost $97.47 Unrealized
MBWM MERCANTILE BANK CORP 0.0%
Value ($000) $90 Shares 2,784 Est. Cost $27.83 Unrealized -9.5%
EEM ISHARES TR 0.0%
Value ($000) $89 Shares 1,676 Est. Cost $43.31 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $89 Shares 670 Est. Cost $103.37 Unrealized +25.5%
OGE OGE ENERGY CORP 0.0%
Value ($000) $89 Shares 2,738 Est. Cost $43.20 Unrealized -27.0%
DVY ISHARES TR 0.0%
Value ($000) $87 Shares 765 Est. Cost $105.88 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $85 Shares 1,182 Est. Cost $50.64 Unrealized +3.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $81 Shares 230 Est. Cost $272.37 Unrealized +21.1%
C CITIGROUP INC 0.0%
Value ($000) $80 Shares 1,095 Est. Cost $54.32 Unrealized +3.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $76 Shares 1,005 Est. Cost $57.74 Unrealized +7.9%
MCO MOODYS CORP 0.0%
Value ($000) $75 Shares 250 Est. Cost $211.12 Unrealized +28.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $73 Shares 400 Est. Cost $155.87 Unrealized -5.7%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $73 Shares 1,300 Est. Cost $54.76 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $73 Shares 385 Est. Cost $147.16 Unrealized +6.5%
PPL PPL CORP 0.0%
Value ($000) $72 Shares 2,498 Est. Cost $25.91 Unrealized -10.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $71 Shares 773 Est. Cost $78.08 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $71 Shares 2,000 Est. Cost $28.16 Unrealized +26.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $70 Shares 290 Est. Cost $195.30 Unrealized +29.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $69 Shares 1,135 Est. Cost $49.50 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $69 Shares 676 Est. Cost $133.50 Unrealized
II-VI INC 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $34.00 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $67 Shares 270 Est. Cost $232.34 Unrealized +3.0%
RUN SUNRUN INC 0.0%
Value ($000) $67 Shares 1,100 Est. Cost $62.08 Unrealized +11.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $67 Shares 535 Est. Cost $85.88 Unrealized +33.4%
ESGU ISHARES TR 0.0%
Value ($000) $66 Shares 731 Est. Cost $90.29 Unrealized
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $65 Shares 2,000 Est. Cost $36.50 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $65 Shares 2,970 Est. Cost $28.19 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $65 Shares 499 Est. Cost $76.00 Unrealized +90.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $64 Shares 1,859 Est. Cost $37.07 Unrealized -27.8%
NVS NOVARTIS AG 0.0%
Value ($000) $63 Shares 732 Est. Cost $93.43 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $61 Shares 268 Est. Cost $192.92 Unrealized
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $60 Shares 780 Est. Cost $55.58 Unrealized +11.0%
XJEQX ABERDEEN JAPAN EQUITY FD INC 0.0%
Value ($000) $60 Shares 6,645 Est. Cost $9.48 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $58 Shares 250 Est. Cost $123.01 Unrealized +53.7%
CSX CSX CORP 0.0%
Value ($000) $58 Shares 600 Est. Cost $21.76 Unrealized +31.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $57 Shares 941 Est. Cost $53.47 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $56 Shares 1,100 Est. Cost $45.85 Unrealized -6.5%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $56 Shares 984 Est. Cost $37.17 Unrealized +29.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $55 Shares 242 Est. Cost $212.44 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $53 Shares 375 Est. Cost $136.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $52 Shares 913 Est. Cost $33.88 Unrealized +51.2%
LOW LOWES COS INC 0.0%
Value ($000) $52 Shares 273 Est. Cost $102.13 Unrealized +53.7%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $51.43 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $48 Shares 210 Est. Cost $136.16 Unrealized +27.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $48 Shares 1,264 Est. Cost $33.55 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $47 Shares 602 Est. Cost $21.62 Unrealized +34.5%
ETF MANAGERS TR 0.0%
Value ($000) $47 Shares 700 Est. Cost $67.14 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $45 Shares 2,074 Est. Cost $19.10 Unrealized +4.3%
EOG EOG RES INC 0.0%
Value ($000) $45 Shares 625 Est. Cost $50.41 Unrealized 0.0%
WIP SPDR SER TR 0.0%
Value ($000) $45 Shares 817 Est. Cost $55.08 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $44 Shares 1,140 Est. Cost $25.29 Unrealized +21.1%
ESGD ISHARES TR 0.0%
Value ($000) $44 Shares 585 Est. Cost $75.21 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 248 Est. Cost $125.00 Unrealized
INTU INTUIT 0.0%
Value ($000) $44 Shares 115 Est. Cost $373.72 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $44 Shares 250 Est. Cost $120.17 Unrealized +15.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $44 Shares 2,054 Est. Cost $9.78 Unrealized +95.8%
TWITTER INC 0.0%
Value ($000) $43 Shares 683 Est. Cost $32.21 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $43 Shares 1,256 Est. Cost $39.01 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $43 Shares 91 Est. Cost $294.23 Unrealized +58.9%
MBB ISHARES TR 0.0%
Value ($000) $43 Shares 396 Est. Cost $107.88 Unrealized
BEEM BEAM GLOBAL 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $12.58 Unrealized +318.3%
NOW SERVICENOW INC 0.0%
Value ($000) $42 Shares 83 Est. Cost $71.80 Unrealized +47.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $42 Shares 653 Est. Cost $57.45 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $21.67 Unrealized +25.9%
HSY HERSHEY CO 0.0%
Value ($000) $42 Shares 264 Est. Cost $127.69 Unrealized +5.0%
GOLD TR 0.0%
Value ($000) $42 Shares 2,600 Est. Cost $14.62 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $41 Shares 553 Est. Cost $64.75 Unrealized -8.7%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $41 Shares 950 Est. Cost $17.09 Unrealized
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $41 Shares 1,347 Est. Cost $34.15 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $39 Shares 636 Est. Cost $51.97 Unrealized -4.7%
GENERAL ELECTRIC CO 0.0%
Value ($000) $39 Shares 2,960 Est. Cost $11.09 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $39 Shares 3,848 Est. Cost $10.14 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $39 Shares 212 Est. Cost $169.81 Unrealized
KELLOGG CO 0.0%
Value ($000) $38 Shares 600 Est. Cost $48.55 Unrealized -3.2%
O REALTY INCOME CORP 0.0%
Value ($000) $37 Shares 580 Est. Cost $53.80 Unrealized -14.1%
XYL XYLEM INC 0.0%
Value ($000) $37 Shares 352 Est. Cost $72.41 Unrealized +32.3%
DOW DOW INC 0.0%
Value ($000) $37 Shares 573 Est. Cost $33.78 Unrealized +35.6%
LLY LILLY ELI & CO 0.0%
Value ($000) $37 Shares 200 Est. Cost $113.90 Unrealized +63.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $36 Shares 754 Est. Cost $48.80 Unrealized -11.8%
BHP BHP GROUP LTD 0.0%
Value ($000) $35 Shares 500 Est. Cost $54.00 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $35 Shares 613 Est. Cost $56.77 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $35 Shares 800 Est. Cost $62.50 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $34 Shares 500 Est. Cost $18.49 Unrealized +183.7%
RGEN REPLIGEN CORP 0.0%
Value ($000) $34 Shares 175 Est. Cost $181.94 Unrealized +12.7%
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $5.75 Unrealized +76.2%
ADSK AUTODESK INC 0.0%
Value ($000) $33 Shares 120 Est. Cost $162.05 Unrealized +78.0%
FISV FISERV INC 0.0%
Value ($000) $33 Shares 275 Est. Cost $114.76 Unrealized 0.0%
EIX EDISON INTL 0.0%
Value ($000) $33 Shares 570 Est. Cost $53.69 Unrealized -12.3%
MAG SILVER CORP 0.0%
Value ($000) $33 Shares 2,200 Est. Cost $14.09 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $33 Shares 611 Est. Cost $54.12 Unrealized
ACM AECOM 0.0%
Value ($000) $32 Shares 500 Est. Cost $39.85 Unrealized +37.4%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $32 Shares 721 Est. Cost $40.22 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $31 Shares 1,397 Est. Cost $13.47 Unrealized +55.0%
BKF ISHARES INC 0.0%
Value ($000) $30 Shares 566 Est. Cost $45.94 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $29 Shares 300 Est. Cost $48.33 Unrealized +45.2%
IWP ISHARES TR 0.0%
Value ($000) $29 Shares 282 Est. Cost $102.84 Unrealized
GLW CORNING INC 0.0%
Value ($000) $29 Shares 670 Est. Cost $25.27 Unrealized +32.9%
BP BP PLC 0.0%
Value ($000) $29 Shares 1,210 Est. Cost $35.36 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 724 Est. Cost $26.67 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $29 Shares 404 Est. Cost $56.93 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $28 Shares 300 Est. Cost $101.67 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $28 Shares 128 Est. Cost $104.17 Unrealized
MEXICO FD INC 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $14.00 Unrealized
TOTAL SE 0.0%
Value ($000) $28 Shares 600 Est. Cost $54.99 Unrealized
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $27 Shares 405 Est. Cost $21.71 Unrealized +76.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $30.72 Unrealized -22.8%
IWD ISHARES TR 0.0%
Value ($000) $27 Shares 176 Est. Cost $136.36 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $26 Shares 597 Est. Cost $43.55 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $26 Shares 589 Est. Cost $26.02 Unrealized -3.0%
ZTS ZOETIS INC 0.0%
Value ($000) $26 Shares 163 Est. Cost $120.11 Unrealized +26.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $26 Shares 80 Est. Cost $204.61 Unrealized +34.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $26 Shares 184 Est. Cost $110.71 Unrealized +0.1%
ITA ISHARES TR 0.0%
Value ($000) $26 Shares 250 Est. Cost $96.00 Unrealized
XILINX INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $94.15 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 289 Est. Cost $30.84 Unrealized +21.8%
VTRS VIATRIS INC 0.0%
Value ($000) $25 Shares 1,825 Est. Cost $13.33 Unrealized -0.1%
DGRO ISHARES TR 0.0%
Value ($000) $25 Shares 508 Est. Cost $49.21 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $25 Shares 1,521 Est. Cost $16.44 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $25 Shares 177 Est. Cost $120.35 Unrealized +1.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $25 Shares 695 Est. Cost $24.86 Unrealized +2.8%
IUSV ISHARES TR 0.0%
Value ($000) $25 Shares 367 Est. Cost $68.12 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $25 Shares 2,376 Est. Cost $10.52 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $24 Shares 250 Est. Cost $68.70 Unrealized +41.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 705 Est. Cost $30.69 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $24 Shares 98 Est. Cost $188.67 Unrealized 0.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $24 Shares 99 Est. Cost $170.55 Unrealized +19.7%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 105 Est. Cost $219.05 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $23 Shares 310 Est. Cost $101.61 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $22 Shares 450 Est. Cost $49.49 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $22 Shares 41 Est. Cost $552.79 Unrealized 0.0%
KOREA FD INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.00 Unrealized
HPQ HP INC 0.0%
Value ($000) $22 Shares 695 Est. Cost $15.31 Unrealized +52.4%
CEVA CEVA INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $59.48 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $22 Shares 168 Est. Cost $95.24 Unrealized
JACOBS ENGR GROUP INC 0.0%
Value ($000) $21 Shares 164 Est. Cost $83.83 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 290 Est. Cost $68.97 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $21 Shares 500 Est. Cost $36.00 Unrealized
JBL JABIL INC 0.0%
Value ($000) $21 Shares 410 Est. Cost $37.26 Unrealized +20.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $20 Shares 156 Est. Cost $76.01 Unrealized +60.1%
MCHI ISHARES TR 0.0%
Value ($000) $20 Shares 250 Est. Cost $64.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $20 Shares 61 Est. Cost $98.68 Unrealized +273.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $19 Shares 709 Est. Cost $23.59 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $19 Shares 197 Est. Cost $66.93 Unrealized +24.2%
FLAGSTAR BANCORP INC 0.0%
Value ($000) $19 Shares 428 Est. Cost $37.38 Unrealized
XHE SPDR SER TR 0.0%
Value ($000) $19 Shares 160 Est. Cost $112.50 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $19 Shares 1,021 Est. Cost $19.03 Unrealized
DE DEERE & CO 0.0%
Value ($000) $19 Shares 51 Est. Cost $307.48 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 95 Est. Cost $170.78 Unrealized -0.6%
BLACKROCK INC 0.0%
Value ($000) $19 Shares 25 Est. Cost $536.00 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $18 Shares 424 Est. Cost $42.45 Unrealized
WESTROCK CO 0.0%
Value ($000) $18 Shares 345 Est. Cost $34.78 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $18 Shares 34 Est. Cost $5.18 Unrealized +159.0%
FNB F N B CORP 0.0%
Value ($000) $18 Shares 1,385 Est. Cost $9.60 Unrealized +0.9%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $18 Shares 37 Est. Cost $343.80 Unrealized +46.3%
JNK SPDR SER TR 0.0%
Value ($000) $17 Shares 160 Est. Cost $104.33 Unrealized
WEX WEX INC 0.0%
Value ($000) $17 Shares 80 Est. Cost $211.04 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $17 Shares 150 Est. Cost $101.06 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $10.00 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $159.02 Unrealized +24.9%
ARRIVAL GROUP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $16 Shares 205 Est. Cost $58.25 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $16 Shares 160 Est. Cost $31.25 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $16 Shares 21 Est. Cost $187.24 Unrealized +34.4%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 165 Est. Cost $90.91 Unrealized
RNG RINGCENTRAL INC 0.0%
Value ($000) $16 Shares 55 Est. Cost $367.69 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $15 Shares 46 Est. Cost $177.66 Unrealized +52.3%
BIIB BIOGEN INC 0.0%
Value ($000) $15 Shares 52 Est. Cost $277.46 Unrealized -2.8%
CTVA CORTEVA INC 0.0%
Value ($000) $15 Shares 320 Est. Cost $24.92 Unrealized +68.2%
PINS PINTEREST INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $74.38 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 87 Est. Cost $160.92 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $15 Shares 73 Est. Cost $205.48 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $15 Shares 394 Est. Cost $28.18 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $15 Shares 332 Est. Cost $47.18 Unrealized -4.3%
MITK MITEK SYS INC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $13.83 Unrealized +16.1%
MET METLIFE INC 0.0%
Value ($000) $14 Shares 237 Est. Cost $38.76 Unrealized +22.8%
CREE INC 0.0%
Value ($000) $14 Shares 127 Est. Cost $45.20 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $14 Shares 210 Est. Cost $52.38 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $14 Shares 356 Est. Cost $44.70 Unrealized -29.3%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $14 Shares 250 Est. Cost $50.36 Unrealized +13.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $14 Shares 156 Est. Cost $67.70 Unrealized +0.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $14 Shares 308 Est. Cost $38.02 Unrealized +16.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $13 Shares 1,100 Est. Cost $10.00 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $5.50 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $13 Shares 116 Est. Cost $112.07 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $13 Shares 18 Est. Cost $173.90 Unrealized +31.2%
IXUS ISHARES TR 0.0%
Value ($000) $13 Shares 190 Est. Cost $68.42 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $13 Shares 350 Est. Cost $25.71 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $13 Shares 59 Est. Cost $245.61 Unrealized -10.6%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $13 Shares 185 Est. Cost $62.29 Unrealized +12.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $13 Shares 94 Est. Cost $105.71 Unrealized 0.0%
EFG ISHARES TR 0.0%
Value ($000) $13 Shares 129 Est. Cost $100.78 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 305 Est. Cost $42.62 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 115 Est. Cost $113.04 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 108 Est. Cost $72.14 Unrealized +30.3%
XPO XPO LOGISTICS INC 0.0%
Value ($000) $12 Shares 95 Est. Cost $36.23 Unrealized +14.5%
STLA STELLANTIS N.V 0.0%
Value ($000) $12 Shares 700 Est. Cost $17.14 Unrealized
CZWI CITIZENS CMNTY BANCORP INC M 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $10.15 Unrealized +1.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $12 Shares 463 Est. Cost $36.00 Unrealized -34.5%
IUSG ISHARES TR 0.0%
Value ($000) $12 Shares 129 Est. Cost $93.02 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $12 Shares 83 Est. Cost $156.63 Unrealized
LORDSTOWN MOTORS CORP 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $20.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $11 Shares 28 Est. Cost $303.09 Unrealized +34.5%
MAS MASCO CORP 0.0%
Value ($000) $11 Shares 180 Est. Cost $41.05 Unrealized +24.6%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $48.82 Unrealized +20.0%
ALLEGHANY CORP DEL 0.0%
Value ($000) $11 Shares 17 Est. Cost $733.56 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $11 Shares 100 Est. Cost $65.89 Unrealized 0.0%
SUPERIOR INDS INTL INC 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $3.50 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $11 Shares 78 Est. Cost $82.47 Unrealized +54.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $11 Shares 695 Est. Cost $13.11 Unrealized -8.7%
CANOPY GROWTH CORP 0.0%
Value ($000) $11 Shares 357 Est. Cost $30.81 Unrealized
UNILEVER PLC 0.0%
Value ($000) $11 Shares 205 Est. Cost $53.66 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.82 Unrealized +11.2%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $10 Shares 37 Est. Cost $311.72 Unrealized 0.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $10 Shares 123 Est. Cost $53.61 Unrealized
MAN MANPOWERGROUP INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $82.21 Unrealized +16.4%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $10 Shares 163 Est. Cost $43.69 Unrealized -1.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $10 Shares 108 Est. Cost $29.37 Unrealized +52.5%
IJK ISHARES TR 0.0%
Value ($000) $10 Shares 128 Est. Cost $78.13 Unrealized
PHYSICIANS RLTY TR 0.0%
Value ($000) $10 Shares 540 Est. Cost $18.52 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 75 Est. Cost $133.33 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $10 Shares 133 Est. Cost $71.12 Unrealized -17.0%
AXGN AXOGEN INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $14.78 Unrealized +33.7%
TCF FINL CORP 0.0%
Value ($000) $10 Shares 212 Est. Cost $46.63 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $9 Shares 292 Est. Cost $30.82 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $9 Shares 187 Est. Cost $34.46 Unrealized +20.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $53.02 Unrealized +62.4%
DRAFTKINGS INC 0.0%
Value ($000) $9 Shares 140 Est. Cost $56.12 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $9 Shares 97 Est. Cost $61.86 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $9 Shares 259 Est. Cost $34.75 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $9 Shares 76 Est. Cost $106.50 Unrealized -24.9%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $203.34 Unrealized +14.1%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $9 Shares 29 Est. Cost $244.35 Unrealized +27.2%
CRNC CERENCE INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $74.56 Unrealized +47.6%
CITRIX SYS INC 0.0%
Value ($000) $9 Shares 61 Est. Cost $114.75 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $9 Shares 465 Est. Cost $16.28 Unrealized 0.0%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $9 Shares 160 Est. Cost $40.34 Unrealized +30.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $333.72 Unrealized -1.6%
FMC FMC CORP 0.0%
Value ($000) $8 Shares 73 Est. Cost $94.77 Unrealized 0.0%
ENVESTNET INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $69.86 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 167 Est. Cost $47.90 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $96.52 Unrealized +39.8%
SCI SERVICE CORP INTL 0.0%
Value ($000) $8 Shares 149 Est. Cost $45.11 Unrealized +11.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $170.74 Unrealized +21.8%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $8 Shares 400 Est. Cost $24.50 Unrealized -33.9%
ALV AUTOLIV INC 0.0%
Value ($000) $8 Shares 82 Est. Cost $71.21 Unrealized +14.4%
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $4.40 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $8 Shares 53 Est. Cost $108.00 Unrealized +27.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $8 Shares 221 Est. Cost $23.11 Unrealized +20.7%
BLD TOPBUILD CORP 0.0%
Value ($000) $8 Shares 39 Est. Cost $104.04 Unrealized +95.3%
NI NISOURCE INC 0.0%
Value ($000) $8 Shares 352 Est. Cost $19.14 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $8 Shares 85 Est. Cost $51.99 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $8 Shares 23 Est. Cost $187.49 Unrealized +47.7%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $8 Shares 57 Est. Cost $129.03 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $7 Shares 48 Est. Cost $105.30 Unrealized +29.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $83.88 Unrealized +15.3%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $7 Shares 370 Est. Cost $16.49 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $7 Shares 106 Est. Cost $54.25 Unrealized +14.1%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 147 Est. Cost $34.01 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $145.77 Unrealized +21.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.56 Unrealized +17.6%
DISCOVER FINL SVCS 0.0%
Value ($000) $7 Shares 78 Est. Cost $89.74 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $7 Shares 238 Est. Cost $29.41 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.18 Unrealized +8.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 38 Est. Cost $141.13 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $6 Shares 35 Est. Cost $117.88 Unrealized +8.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $6 Shares 114 Est. Cost $46.85 Unrealized -11.6%
LI LI AUTO INC 0.0%
Value ($000) $6 Shares 225 Est. Cost $26.67 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $119.29 Unrealized +11.6%
IWV ISHARES TR 0.0%
Value ($000) $6 Shares 26 Est. Cost $192.31 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $59.58 Unrealized -6.4%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $6 Shares 132 Est. Cost $49.65 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $5 Shares 31 Est. Cost $109.04 Unrealized +30.0%
NIO NIO INC 0.0%
Value ($000) $5 Shares 130 Est. Cost $46.15 Unrealized
BETZ LISTED FD TR 0.0%
Value ($000) $5 Shares 175 Est. Cost $28.57 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $5 Shares 118 Est. Cost $42.37 Unrealized
SNY SANOFI 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.50 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $5 Shares 81 Est. Cost $42.34 Unrealized +34.4%
AME AMETEK INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $88.69 Unrealized +31.8%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $5 Shares 105 Est. Cost $41.86 Unrealized -7.8%
XPEV XPENG INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $40.00 Unrealized
GILT GILAT SATELLITE NETWORKS LTD 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.24 Unrealized 0.0%
HILLENBRAND INC 0.0%
Value ($000) $5 Shares 95 Est. Cost $21.77 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.52 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.25 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $26.83 Unrealized +15.5%
VGACGBP VG ACQUISITION CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $4 Shares 11 Est. Cost $61.91 Unrealized +30.7%
URA GLOBAL X FDS 0.0%
Value ($000) $4 Shares 200 Est. Cost $10.00 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $4 Shares 71 Est. Cost $36.99 Unrealized +17.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $4 Shares 20 Est. Cost $26.36 Unrealized +11.7%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $4 Shares 7 Est. Cost $460.22 Unrealized +35.8%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $4 Shares 315 Est. Cost $12.70 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $4 Shares 118 Est. Cost $33.90 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $4 Shares 15 Est. Cost $214.85 Unrealized +27.1%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $60.42 Unrealized +46.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.67 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 104 Est. Cost $22.63 Unrealized +26.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $4 Shares 34 Est. Cost $87.59 Unrealized +14.7%
IWC ISHARES TR 0.0%
Value ($000) $4 Shares 24 Est. Cost $166.67 Unrealized
DISCOVERY INC 0.0%
Value ($000) $4 Shares 120 Est. Cost $33.33 Unrealized
LRGE LEGG MASON ETF INVT TR 0.0%
Value ($000) $4 Shares 85 Est. Cost $47.06 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.00 Unrealized -0.7%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $62.50 Unrealized
ATHERSYS INC NEW 0.0%
Value ($000) $3 Shares 1,742 Est. Cost $1.15 Unrealized
BHC BAUSCH HEALTH COS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.33 Unrealized 0.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $26.99 Unrealized +1.5%
IEV ISHARES TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $68.51 Unrealized -0.6%
HYG ISHARES TR 0.0%
Value ($000) $3 Shares 38 Est. Cost $80.00 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $81.14 Unrealized +16.8%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $3 Shares 24 Est. Cost $161.78 Unrealized -26.5%
ICLR ICON PLC 0.0%
Value ($000) $3 Shares 16 Est. Cost $154.22 Unrealized +28.0%
AI C3 AI INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $116.30 Unrealized 0.0%
MKL MARKEL CORP 0.0%
Value ($000) $3 Shares 3 Est. Cost $1141.56 Unrealized -5.5%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $3 Shares 350 Est. Cost $8.55 Unrealized +6.5%
MAT MATTEL INC 0.0%
Value ($000) $2 Shares 97 Est. Cost $11.86 Unrealized +63.0%
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $103.23 Unrealized 0.0%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $56.97 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.00 Unrealized
SOHU SOHU COM LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $35.97 Unrealized +168.0%
ABNB AIRBNB INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $185.28 Unrealized 0.0%
CRESTWOOD EQUITY PARTNERS LP 0.0%
Value ($000) $2 Shares 87 Est. Cost $34.48 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $184.45 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.36 Unrealized +5.8%
SITE CTRS CORP 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $266.89 Unrealized 0.0%
DISCOVERY INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $19.35 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $2 Shares 208 Est. Cost $14.42 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 64 Est. Cost $27.81 Unrealized +31.3%
PCG PG&E CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.47 Unrealized +35.6%
ADNT ADIENT PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.18 Unrealized +70.2%
VELODYNE LIDAR INC 0.0%
Value ($000) $2 Shares 175 Est. Cost $22.86 Unrealized
GGG GRACO INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $44.16 Unrealized +51.0%
TRI CONTL CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.00 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 57 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $29.67 Unrealized +88.1%
ALC ALCON AG 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.56 Unrealized +23.4%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $177.99 Unrealized +14.6%
GREENSKY INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.74 Unrealized -31.9%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $1 Shares 32 Est. Cost $29.43 Unrealized +7.9%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $1 Shares 174 Est. Cost $1.28 Unrealized +220.8%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $108.52 Unrealized +28.1%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.10 Unrealized +30.9%
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
PERSPECTA INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.87 Unrealized -13.9%
PING IDENTITY HLDG CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 7 Est. Cost $87.36 Unrealized -25.7%
DOCUMENT SEC SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ASENSUS SURGICAL INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.64 Unrealized +47.3%
RETAIL VALUE INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
GAP GAP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.84 Unrealized +48.1%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 130 Est. Cost $5.15 Unrealized -32.5%